{"contact":{"id":"5045","email":"fpisaturo@senvest.com","first_name":"Flora","last_name":"Pisaturo","phone":"5142818082","orgname":"Senvest Capital Inc.","customer_acct_name":"Senvest Capital Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02003","province":"QC","extension_phone_1":"241","full_name":"Flora Pisaturo, CPA","language":"English","origin":"Lapsed Members","explicit_consent_date":"2019-09-12","domain_1":"senvest.com","attended_webinar":"Yes","lapsed_expiration_date":"2019-09-12","individual_id":"280008","members_type":"CORP","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501327","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 mai 2025 bv\r\n29 mai 2025 bv\r\n3 juin 2025 bv\r\n15 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T10:45:00-04:00","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25O02003","temp_intcode_for_auto_old_int_code":"6","organization_id":"280009","last_act_type":"2020-10-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fpisaturo@senvest.com","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"4708","email":"vanessa.galtier@auf.org","first_name":"Vanessa","last_name":"Galtier","phone":"5143436630","orgname":"Agence Universitaire de la Francophonie","customer_acct_name":"Agence Universitaire de la Francophonie","tags":"CSV imported, DELETE, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00670","province":"QC","full_name":"Vanessa Galtier","language":"French","origin":"2021 FALL","explicit_consent_date":"2021-09-22","domain_1":"auf.org","attended_webinar":"No","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","individual_id":"308463","members_type":"CORP","old_do_id":"Q6489","coidnewmbrdate":"2022-01-12","city_1":"Montr?al","extension_phone_1":"1400","phone_2":"5146061284","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 mai 2025 bv\r\n27 mai 2025 bv\r\n2 juin 2025 bv\r\n3 juin 2025 bv\r\n15 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T10:08:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00670","temp_intcode_for_auto_old_int_code":"6","organization_id":"308464","last_infoline_date_type":"2022-09-13","last_act_type":"2023-02-22","number_of_passed_courses":"0","regular_email_change_date":"2025-11-13T11:16:10-05:00","trc":"False","wera":"False","npi_email_temp":"vanessa.galtier@auf.org","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5010","email":"lemyrec@gmail.com","first_name":"C\u00e9line","last_name":"Lemyre","phone":"4506911415","orgname":"Daniel Moquin, Adm.Agr\u00e9e","customer_acct_name":"Daniel Moquin, Adm.Agr\u00e9e","tags":"CSV imported, NPIdealed, 250515 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501300","province":"QC","full_name":"C\u00e9line Lemyre","language":"French","origin":"Lapsed Members","explicit_consent_date":"2011-04-29","attended_webinar":"No","lapsed_expiration_date":"2011-04-29","members_type":"PRO","time_zone":"2","area_code":"450","region":"QC","lead_status":"Refused","old_do_id":"Q7173","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-10-02","individual_id":"184524","cpa_certification":"SCP","cert_status":"WITHDRAWN","intcode":"16","blocnote":"14 mai 2025 numero discontinu","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T09:22:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","pds_july":"3","paid_thru":"2020-07-31","new_member_date_2":"2011-04-29","temp_do_id_for_auto_old_do_id":"LB2501300","temp_intcode_for_auto_old_int_code":"16","pds_august":"3","phone_2":"4506357437","pds_september":"3","last_infoline_date_type":"2019-02-07","last_act_type":"2020-12-31","pcl_status":"P","pcl_completion_date":"2011-10-12","pf1_status":"P","pf1_completion_date":"2012-02-28","pf2_status":"P","pf2_completion_date":"2012-12-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-04-23","number_of_passed_courses":"4","pds_october":"3","regular_email_change_date":"2025-11-13T11:16:16-05:00","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"lemyrec@gmail.com","pcl_completion_date_5":"2016-10-12","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31"}},"seriesid":"163"}
{"contact":{"id":"3267","email":"louise.villeneuve@cmontmorency.qc.ca","first_name":"Louise","last_name":"Villeneuve","phone":"4509756100","orgname":"Coll\u00e8ge Montmorency","customer_acct_name":"Coll\u00e8ge Montmorency","tags":"CSV imported, paiequebec visited, 250205 AST Members, npiAlert1, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"do_id":"AST1475","city_1":"Laval","province":"QC","full_name":"Louise Villeneuve","language":"French","origin":"Fall 2015","domain_1":"cmontmorency.qc.ca","attended_webinar":"No","time_zone":"2","area_code":"450","region":"QC","lead_status":"Renewed APX","last_engaged_date":"2026-03-12","members_type":"AST","phone_2":"4509380690","new_member_date_2":"2015-12-24","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"20087","no_email_solicitation":"False","pds_march":"7","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T10:11:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"7","pds_july":"7","paid_thru":"2026-11-30","extension_phone_1":"6206","email2":"candidedezoeleee@bingo.ca","blocnote":"22 mai 2026 bv","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","pds_august":"7","temp_do_id_for_auto_old_do_id":"AST1475","temp_intcode_for_auto_old_int_code":"06","pds_september":"7","last_infoline_date_type":"2026-01-15","last_act_type":"2026-01-15","sendcandapplicationform":"2025-11-25T16:24:00-05:00","sendaigeneral":"2025-10-27T13:27:00-04:00","sendoctoberemail":"2025-10-27T13:27:54-04:00","sendaidatefr":"2025-10-27T13:27:55-04:00","sendmayemail":"2025-10-27T13:31:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"99","number_of_passed_courses":"0","pds_october":"7","date_of_renewal_identification":"2025-12-25","telemarketing_call_date":"2026-05-22","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":"2025-11-11T09:14:00-05:00","regular_email_change_date":"2025-11-13T11:16:06-05:00","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"louise.villeneuve@cmontmorency.qc.ca","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"5061","email":"allyson@sinca.ca","first_name":"Allyson","last_name":"Stewart","phone":"5146970101","orgname":"Sinca Furniture","customer_acct_name":"Sinca Furniture","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02036","province":"QC","full_name":"Allyson Stewart","language":"English","origin":"Lapsed Members","explicit_consent_date":"2019-07-17","domain_1":"sinca.ca","attended_webinar":"No","lapsed_expiration_date":"2019-07-17","individual_id":"278015","members_type":"CORP","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501343","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 mai bv\r\n29 mai 2025 bv\r\n3 juin 2025 bv\r\n27 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:55:00-05:00","paid_thru":"2020-06-30","temp_do_id_for_auto_old_do_id":"L25O02036","temp_intcode_for_auto_old_int_code":"6","organization_id":"278014","pds_august":"1","pds_september":"1","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"allyson@sinca.ca","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30","company_paid_thru":"2020-06-30","corp_cancel_date":"2020-09-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8112","email":"12sundasg1122@gmail.com","first_name":"Sundas","last_name":"Sundas","phone":"6048503523","orgname":"Vancouver Career College","customer_acct_name":"Vancouver Career College","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06669","province":"BC","full_name":"Sundas Sundas","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"308350","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500424","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","paid_thru":"2023-03-31","new_member_date_2":"2022-03-30","temp_do_id_for_auto_old_do_id":"L25C06669","phone_2":"2364584041","last_act_type":"2022-03-30","pcl_status":"P","pcl_completion_date":"2022-02-20","pf1_status":"P","pf1_completion_date":"2022-07-11","pf2_status":"F","pf2_completion_date":"2022-12-11","number_of_passed_courses":"2","intcode":"16","blocnote":"Nov 5 2025 this person doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T14:11:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"12","trc":"True","wera":"False","npi_email_temp":"12sundasg1122@gmail.com","pcl_completion_date_5":"2027-02-20","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"4714","email":"impotjanick@hotmail.com","first_name":"Janick","last_name":"Cousineau","phone":"4508010858","orgname":"Imp\u00f4ts et Comptablit\u00e9 JC Inc.","customer_acct_name":"Imp\u00f4ts et Comptablit\u00e9 JC Inc.","tags":"CSV imported, F24 Webinar registration QC, 250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"0.0.0.0","fields":{"do_id":"L25A01967","province":"QC","full_name":"Janick Cousineau","language":"French","origin":"Facebook","attended_webinar":"No","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","members_type":"AST","city_1":"Salaberry de Valleyfield","phone_2":"4505670858","new_member_date_2":"2024-06-14","pipeline_2_members_only_ast":"","individual_id":"338904","no_email_solicitation":"False","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","sendjulyemail":"2025-07-17T14:42:00-04:00","blocnote":"2026 May 08 call attempted but no clear conversation; call ended due to inactivity.","sendmayemail":"2025-07-17T14:42:00-04:00","email2":"","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:43-04:00","full_name_2":" ","paid_thru":"2025-05-31","old_do_id":"AST0309","old_int_code":"31","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01967","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-08-29","number_of_passed_courses":"0","regular_email_change_date":"2025-11-13T11:16:10-05:00","trc":"False","wera":"False","npi_email_temp":"impotjanick@hotmail.com","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Janick but was unable to have a clear conversation as the user's speech was inaudible. The call ended due to inactivity without completing the intended survey or renewal discussion.","aitm_callsummarytitle":"Unsuccessful call due to inaudible speech and inactivity","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear response due to inaudible speech and inactivity.","initialvalue":"Other","othermemberbenefit":"No information provided.","astotherreasonsnottorenew":"No clear reason provided due to inaudible speech.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_862a1a71dcb610c834e16756d23","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_862a1a71dcb610c834e16756d23","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5014","email":"lydia.begin@ldvconsultants.ca","first_name":"Lydia","last_name":"B\u00e9gin","phone":"4504471111","orgname":"LDV Consultants Inc.","customer_acct_name":"LDV Consultants Inc.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Lydia B\u00e9gin","language":"French","origin":"2022 Winter","explicit_consent_date":"2022-01-28","domain_1":"ldvconsultants.ca","attended_webinar":"No","individual_id":"282158","members_type":"CAND","time_zone":"2","area_code":"450","region":"QC","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"LB2501289","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-06-02","intcode":"06","blocnote":"14 mai 2025 bv\r\n27 mai 2025 bv\r\n2 juin 2025 bv\r\ncompleter 5 juin 2025\r\n17 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T11:49:00-05:00","organization_id":"294333","pds_july":"1","paid_thru":"2021-10-31","new_member_date_2":"2020-04-03","temp_do_id_for_auto_old_do_id":"LB2506185","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","phone_2":"5149165393","onesentencenotrenewed":"CAND 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":"2021-12-22","pcl_status":"P","pcl_completion_date":"2020-08-02","number_of_passed_courses":"1","pds_october":"1","regular_email_change_date":"2025-11-13T11:16:20-05:00","trc":"True","wera":"False","pds_november":"1","do_id":"LB2506185","npi_email_temp":"lydia.begin@ldvconsultants.ca","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","company_paid_thru":"2021-10-31","corp_cancel_date":"2022-01-07","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5015","email":"albertsinzidi@gmail.com","first_name":"Albert","last_name":"Mahinza","phone":"5149254300","orgname":"Archev\u00each\u00e9 de Montr\u00e9al","customer_acct_name":"Archev\u00each\u00e9 de Montr\u00e9al","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501303","province":"QC","extension_phone_1":"234","full_name":"Albert Sinzidi Mahinza","language":"French","origin":"Lapsed Members","explicit_consent_date":"2010-04-12","attended_webinar":"No","lapsed_expiration_date":"2010-04-12","members_type":"PRO","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","old_do_id":"Q7183","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","individual_id":"168074","cpa_certification":"GAP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"14 mai 2025 bv\r\n27 mai 2025 bv\r\n2 juin 2025 bv\r\n5 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T14:20:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"3","paid_thru":"2020-03-31","new_member_date_2":"2010-04-12","temp_do_id_for_auto_old_do_id":"LB2501303","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","phone_2":"4506630051","pds_september":"3","last_act_type":"2020-08-30","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":"2010-11-26","number_of_passed_courses":"4","pds_october":"3","regular_email_change_date":"2025-11-13T11:16:21-05:00","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"albertsinzidi@gmail.com","pcl_completion_date_5":"2015-07-12","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31"}},"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":"2026-05-26","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","npi_email_temp":"mahbubmonsur13@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","pf2_status":"E"}},"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","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"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":"2020-02-10","last_act_type":"2020-02-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"salah.labroufi@nanoxplore.ca","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"seriesid":"163"}
{"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"234564","canceldate":"2016-07-05","no_email_solicitation":"False","pds_march":"2","intcode":"06","blocnote":"22 mi 2026 bv","sendpreexpirationemail":"2025-05-20T09:25:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T11:31:00-04:00","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":"06","pds_september":"2","last_infoline_date_type":"2024-01-26","last_act_type":"2026-02-27","telemarketing_call_date":"2026-05-22","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","latest_paid_thru":"2027-03-31"}},"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","latest_paid_thru":"2021-11-30"}},"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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"8444","email":"maricel_calangian@yahoo.ca","first_name":"Maricel","last_name":"Calangian-Nicolasin","phone":"4039665741","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07215","province":"AB","full_name":"Maricel Calangian-Nicolasin","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"301066","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500153","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":"2021-05-10","temp_do_id_for_auto_old_do_id":"L25C07215","phone_2":"4039665741","last_act_type":"2021-08-05","pcl_status":"P","pcl_completion_date":"2021-09-05","pf1_status":"P","pf1_completion_date":"2021-10-24","pf2_status":"P","pf2_completion_date":"2021-11-28","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"maricel_calangian@yahoo.ca","pcl_completion_date_5":"2026-09-05","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"5022","email":"sylvienoelle@live.com","first_name":"Sylvie","last_name":"Drouin","phone":"5143213330","orgname":"Benjamin Moore & Co., Limited","customer_acct_name":"Benjamin Moore & Co., Limited","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02554","province":"QC","extension_phone_1":"4231","full_name":"Sylvie Drouin","language":"English","origin":"Lapsed Members","explicit_consent_date":"2006-05-09","attended_webinar":"No","lapsed_expiration_date":"2006-05-09","members_type":"AST","time_zone":"2","area_code":"866","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501307","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"102199","canceldate":"2020-07-03","cpa_certification":"PCP","new_member_date_2":"2006-05-09","no_email_solicitation":"False","pds_march":"1","cert_status":"WITHDRAWN_CPE","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:51-04:00","pds_july":"1","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25A02554","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"4509657377","pds_september":"1","last_infoline_date_type":"2019-05-09","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2006-09-13","pf1_status":"P","pf1_completion_date":"2007-12-20","pf2_status":"P","pf2_completion_date":"2016-08-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-03-22","number_of_passed_courses":"4","pds_october":"1","regular_email_change_date":"2025-11-13T11:16:32-05:00","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"sylvienoelle@live.com","pcl_completion_date_5":"2011-09-13","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:32:16-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent attempted to reach Sylvie Drouin but was informed that she was currently unavailable. The call ended without speaking to Sylvie or leaving a message.","aitm_callsummarytitle":"Call reached voicemail, contact unavailable","blocnote":"2026 May 08 call reached voicemail, Sylvie Drouin unavailable\n2026-05-08 invalid phone destination, phone: +14509657377","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_0c8d4feb1e578a1a2aa5ed91f3c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0c8d4feb1e578a1a2aa5ed91f3c"}},"seriesid":"163"}
{"contact":{"id":"3502","email":"griverin@gentec.ca","first_name":"Guylaine","last_name":"Riverin","phone":"4186518000","orgname":"Gentec Inc.","customer_acct_name":"Gentec Inc.","tags":"CSV imported, paie.ca visited, Mem241114, 250205 AST Members, NPIdealed, inPipeline2, 250903 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02756","province":"QC","language":"French","domain_1":"gentec.ca","attended_webinar":"No","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","full_name":"Guylaine Riverin, Paie Ma\u00eetre","members_type":"AST","city_1":"Qu\u00e9bec","phone_2":"4182618216","new_member_date_2":"2024-11-01","pipeline_2_members_only_ast":"","individual_id":"17314","no_email_solicitation":"False","pds_march":"2","intcode":"15","last_engaged_date":"2025-05-29","resources_tools_may":"2","payroll_guidelines_may":"1","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"2","sendjulyemail":"2025-07-09T14:37:00-04:00","blocnote":"px\r\ncompleter 10 dec 2025\n2026 May 08 call disconnected early, no clear contact with Guylaine.","sendmayemail":"2025-07-09T14:37:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 7 days","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","full_name_2":" ","pds_july":"2","paid_thru":"2025-10-31","pds_august":"2","extension_phone_1":"227","temp_do_id_for_auto_old_do_id":"L25A02756","old_int_code":"02","temp_intcode_for_auto_old_int_code":"15","pds_september":"2","last_infoline_date_type":"2024-11-28","last_act_type":"2024-11-28","sendapplicationform":"2025-11-18T10:31:00-05:00","mini_nps":"3","onesentencenotrenewed":"Contact was not clearly reached and conversation could not be completed.","testimonial":"en attente dune reponse avec lemplyeur","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":"N\/A","number_of_passed_courses":"0","pds_october":"2","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-29","regular_email_change_date":"2025-12-08T03:09:43-05:00","sendpreexpirationemail":"2025-11-18T10:31:00-05:00","trc":"False","wera":"False","pds_november":"2","sendapxapplicationform":"2025-12-10T10:20:00-05:00","did_not_find_it_beneficial_specify_why":"","notrenewedwanttorenew":"No","canceldate":"2026-01-06","old_do_id":"AST1204","npi_email_temp":"griverin@gentec.ca","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:53-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach a contact named Guylaine, but the speech was inaudible and the agent was unable to confirm the identity or proceed with the conversation. The call ended abruptly without completing any tasks or survey questions.","aitm_callsummarytitle":"Unsuccessful call - no clear contact","initialvalue":"Other","astotherreasonsnottorenew":"Call disconnected before any reason was given.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_154f5c610380f2e7b50100fe5d1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_154f5c610380f2e7b50100fe5d1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5331","email":"rossignol25@hotmail.com","first_name":"Anick","last_name":"Fournier","phone":"8197620971","orgname":"Universit\u00e9 du Qu\u00e9bec en Abitibi-T\u00e9miscamingue","customer_acct_name":"Universit\u00e9 du Qu\u00e9bec en Abitibi-T\u00e9miscamingue","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06759","province":"QC","full_name":"Anick Fournier","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2023-04-04","individual_id":"310223","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501393","members_type":"CAND","phone_2":"8197630709","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"tln.nest plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T09:19:00-05:00","canceldate":"2023-04-04","intcode":"16","paid_thru":"2023-01-31","new_member_date_2":"2022-02-15","temp_do_id_for_auto_old_do_id":"L25C06759","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-02-14","pcl_status":"P","pcl_completion_date":"2022-07-17","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"rossignol25@hotmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"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":"2025-07-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ilanglois@grasset.qc.ca"}},"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","latest_paid_thru":"2021-09-30"}},"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","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"4695","email":"vmoisan99@yahoo.com","first_name":"V\u00e9ronique","last_name":"Moisan","phone":"4504678668","orgname":"R\u00e8gle Intermunicipale de S\u00e9curit\u00e9 Incendie de la Vall\u00e9e du Richelieu","customer_acct_name":"R\u00e8gle Intermunicipale de S\u00e9curit\u00e9 Incendie de la Vall\u00e9e du Richelieu","tags":"CSV imported, 250221 Lapsed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02459","province":"QC","extension_phone_1":"2886","full_name":"V\u00e9ronique Moisan","language":"English","origin":"2022 Fall","explicit_consent_date":"2022-01-28","attended_webinar":"No","individual_id":"283614","members_type":"AST","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-30","old_do_id":"LB2504127","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-02-02","new_member_date_2":"2019-12-06","no_email_solicitation":"FALSE","intcode":"15","blocnote":"14 mai 2025 bv\r\n27 mai 2025 bv\r\n2 juin 2025 bv\r\n3 juin 2025 bv\r\n15 juillet 2025 en vacances de retour 18 juillet\n2026 May 08 agent reached V\u00e9ronique, discussed membership lapse, language preference, and renewal interest but call ended before completion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","pipeline_2_members_only_ast":"","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A02459","temp_intcode_for_auto_old_int_code":"15","phone_2":"4504465352","last_act_type":"2019-06-12","number_of_passed_courses":"0","regular_email_change_date":"2025-11-13T11:16:09-05:00","trc":"False","wera":"False","npi_email_temp":"vmoisan99@yahoo.com","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:53-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached V\u00e9ronique and informed her about her lapsed Associate membership with the National Payroll Institute. V\u00e9ronique expressed a preference for French, but the agent could only continue in English and offered to arrange a French-speaking representative. The agent asked if V\u00e9ronique was interested in renewing and sending an application form email, but the call ended before a clear response was given.","aitm_callsummarytitle":"Membership Renewal Inquiry with Language Preference","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d32a9adf5e8ad5660d1b7b642a8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d32a9adf5e8ad5660d1b7b642a8","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5046","email":"colette.lavoie@pedlex.com","first_name":"Colette","last_name":"Lavoie","phone":"5143245310","orgname":"Produits D'Entreposage Pedlex Lt\u00e9e (Les)","customer_acct_name":"Produits D'Entreposage Pedlex Lt\u00e9e (Les)","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02287","province":"QC","full_name":"Colette Lavoie","language":"French","origin":"Lapsed Members","explicit_consent_date":"2012-08-02","domain_1":"pedlex.com","attended_webinar":"Yes","lapsed_expiration_date":"2012-08-02","individual_id":"201674","members_type":"CORP","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501328","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"14 mai 2025 n'est pas a l'emploie","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T10:51:00-04:00","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25O02287","temp_intcode_for_auto_old_int_code":"16","organization_id":"201672","pds_august":"1","pds_september":"1","last_act_type":"2018-09-13","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"colette.lavoie@pedlex.com","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31","company_paid_thru":"2020-07-31","corp_cancel_date":"2020-10-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"4828","email":"igauvreau@cvgcpa.ca","first_name":"Isabelle","last_name":"Gauvreau","phone":"4506295070","orgname":"Campeau Vinet Gauthier CPA Inc.","customer_acct_name":"Campeau Vinet Gauthier CPA Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, DELETE, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25O00271","province":"QC","full_name":"Isabelle Gauvreau","language":"French","origin":"2022 FALL","explicit_consent_date":"2022-11-07","domain_1":"cvgcpa.ca","attended_webinar":"No","lapsed_expiration_date":"2022-11-07","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","individual_id":"304989","extension_phone_1":"249","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-02-28T13:39:46-05:00","blocnote":"7 1 25 BV, 13 1 25 BV, 14 1 25 BV, 15 1 25 BV 16 1 25 BV, 20 1 25 SONDAGE FAIT 19 2 25 BV 20 2 25 BV 28 2 25 BV","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O00271","temp_intcode_for_auto_old_int_code":"6","organization_id":"304988","last_act_type":"2021-09-14","number_of_passed_courses":"0","regular_email_change_date":"2025-11-13T11:16:12-05:00","trc":"False","wera":"False","npi_email_temp":"igauvreau@cvgcpa.ca","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5040","email":"info@foraction.ca","first_name":"Roxanne","last_name":"Bourdages","phone":"4506873472","orgname":"Aquarehab (Canada) Inc.","customer_acct_name":"Aquarehab (Canada) Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02282","province":"QC","extension_phone_1":"298","full_name":"Roxanne Bourdages","language":"French","origin":"Lapsed Members","explicit_consent_date":"2017-11-23","domain_1":"foraction.ca","attended_webinar":"No","lapsed_expiration_date":"2017-11-23","individual_id":"197480","members_type":"CORP","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501322","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"14 mai 2025bv\r\n28 mai 2025 bv\r\n3 juin 2025 bv\r\n15 juillet 2025 plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T10:42:00-04:00","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O02282","temp_intcode_for_auto_old_int_code":"16","cert_status":"WITHDRAWN","organization_id":"258222.0","cpa_certification":"SCP","pds_august":"1","phone_2":"4509658832","pds_september":"1","last_infoline_date_type":"2017-03-17","last_act_type":"2021-04-06","pcl_status":"P","pcl_completion_date":"2012-08-09","pf1_status":"P","pf1_completion_date":"2013-01-31","pf2_status":"P","pf2_completion_date":"2013-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-10-22","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"info@foraction.ca","pcl_completion_date_5":"2017-08-09","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31"}},"seriesid":"163"}
{"contact":{"id":"5023","email":"cat_emond@hotmail.com","first_name":"Catherine","last_name":"\u00c9mond","phone":"4185483805","orgname":"Trigone","customer_acct_name":"Trigone","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501293","province":"QC","full_name":"Catherine \u00c9mond, Adm.A, CRHA","language":"French","origin":"Lapsed Members","explicit_consent_date":"2013-06-12","attended_webinar":"No","lapsed_expiration_date":"2013-06-12","members_type":"PRO","time_zone":"2","area_code":"418","region":"QC","lead_status":"Refused","old_do_id":"Q7155","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-09-02","individual_id":"152846","cpa_certification":"SCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"14 mai 2025 bv\r\ncompleter le 27 mai 2025","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T15:27:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"1","paid_thru":"2020-06-30","new_member_date_2":"2013-06-12","temp_do_id_for_auto_old_do_id":"LB2501293","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"4185483805","pds_september":"1","last_infoline_date_type":"2017-06-29","last_act_type":"2020-01-12","pcl_status":"P","pcl_completion_date":"2009-07-02","pf1_status":"P","pf1_completion_date":"2009-12-17","pf2_status":"P","pf2_completion_date":"2011-02-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-05-21","number_of_passed_courses":"4","pds_october":"1","regular_email_change_date":"2025-11-13T11:16:33-05:00","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"cat_emond@hotmail.com","pcl_completion_date_5":"2014-07-02","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30"}},"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":{"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":"2026-12-31","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":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"5035","email":"diane.godin@bmicanada.com","first_name":"Diane","last_name":"Godin","phone":"4504341313","orgname":"BMI Canada Inc.","customer_acct_name":"BMI Canada Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02102","province":"QC","full_name":"Diane Godin","language":"French","origin":"Lapsed Members","explicit_consent_date":"2017-03-20","domain_1":"bmicanada.com","attended_webinar":"No","lapsed_expiration_date":"2017-03-20","individual_id":"251411","members_type":"CORP","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501317","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 mai 2025 bv\r\ncompleter 28 mai 2025 na pas renouveler car des son arrive au poste son patron \u00e9tait membre et comme elle ne l'utilisait pas les services son parton n a pas renouveler","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T16:04:00-04:00","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02102","temp_intcode_for_auto_old_int_code":"6","organization_id":"169901","pds_august":"2","pds_september":"2","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"diane.godin@bmicanada.com","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9836","email":"jisusarah@gmail.com","first_name":"Jisu","last_name":"Choi","phone":"6042204698","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":"Jisu Choi","language":"English","origin":"Lapsed Spring 2024","individual_id":"320320","region":"CDN","lead_status":"Refused","old_do_id":"L25C07608","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6042204698","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"LNC \/ 19 November 2025 VM","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T18:07:00-05:00","new_member_date_2":"2023-01-09","temp_do_id_for_auto_old_do_id":"L25C07608","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-01","pcl_status":"F","pcl_completion_date":"2023-03-12","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":"jisusarah@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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":"2022-07-06","last_act_type":"2022-07-06","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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"5041","email":"mtetreault@abipa.com","first_name":"Marcel","last_name":"T\u00e9treault","phone":"4509636888","orgname":"Abipa Canada Inc.","customer_acct_name":"Abipa Canada Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02291","province":"QC","full_name":"Marcel T\u00e9treault","language":"French","origin":"Lapsed Members","explicit_consent_date":"2018-03-22","domain_1":"abipa.com","attended_webinar":"Yes","lapsed_expiration_date":"2018-03-22","individual_id":"261889","members_type":"CORP","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501323","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 mai ligne occupe\r\n28 mai 2025 bv\r\n3 juin 2025 bv\r\n15 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T10:39:00-04:00","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02291","temp_intcode_for_auto_old_int_code":"6","organization_id":"261887","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mtetreault@abipa.com","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10377","email":"jessey-lee.bourre@ctsccc.com","first_name":"Jessey-Lee","last_name":"Bourre","phone":"7056881200","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":"L25C07147","province":"ON","full_name":"Jessey-Lee Bourre","language":"English","origin":"2023 lapsed Members","domain_1":"ctsccc.com","lapsed_expiration_date":"2022-08-03","individual_id":"299676","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500902","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":"2021-06-14","temp_do_id_for_auto_old_do_id":"L25C07147","phone_2":"7055615276","last_act_type":"2023-08-30","pcl_status":"F","pcl_completion_date":"2023-08-30","pf1_status":"F","pf1_completion_date":"2023-10-03","pf2_status":"F","pf2_completion_date":"2023-11-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm 2nd number","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T13:46:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jessey-lee.bourre@ctsccc.com","pcl_completion_date_5":"2028-08-30","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"29543","email":"vero.dumisa@gmail.com","first_name":"V\u00e9ronica","last_name":"Isabel","phone":"5143372203","orgname":"Transport Herve Lemieux Inc.","customer_acct_name":"Transport Herve Lemieux Inc.","tags":"250205 AST Members, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25A01710","full_name":"V\u00e9ronica Dumont Isabel","members_type":"AST","city_1":"Sainte-Th\u00e9r\u00e8se","province":"QC","language":"French","phone_2":"5148930410","lead_status":"Lapsed Member","new_member_date_2":"2023-03-29","pipeline_2_members_only_ast":"","individual_id":"262009","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"15","blocnote":"20 mai ss rep\r\n21mai 2025 ss rep\r\ncompleter 22 mai 2025\n2026 May 08 contact answered and started survey","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:02-04:00","sendpreexpirationemail":"2025-05-22T10:04:00-04:00","extension_phone_1":"245","old_do_id":"AST0404","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01710","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-04-04","pcl_status":"P","pcl_completion_date":"2018-05-14","pf1_status":"P","pf1_completion_date":"2018-06-24","pf2_status":"P","pf2_completion_date":"2018-08-05","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"vero.dumisa@gmail.com","pcl_completion_date_5":"2023-05-14","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:02-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent successfully reached V\u00e9ronica and confirmed her identity. The agent introduced the call purpose regarding her lapsed Associate membership and began the survey by asking the first question about her initial value for joining NPI.","aitm_callsummarytitle":"Membership Lapse Survey Initiated","notrenewedwanttorenew":"No","mini_nps":"3","initialvalue":"Stay Current","age_range":"Preferred not to say","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fc7b80f205a2cbe3772930f7b08","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fc7b80f205a2cbe3772930f7b08","number_of_calls_reached":"1"}},"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":"2017-05-12","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","latest_paid_thru":"2022-01-31"}},"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","latest_paid_thru":"2021-10-31"}},"seriesid":"163"}
{"contact":{"id":"5352","email":"yencir@gmail.com","first_name":"Yeny","last_name":"Rangel","phone":"4504495199","orgname":"Pirel Inc.","customer_acct_name":"Pirel 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":"L25C06959","province":"QC","full_name":"Yeny Carolina Imbajoa Rangel","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-11-02","individual_id":"292633","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501398","members_type":"CAND","phone_2":"5147149205","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"lnc.21 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T09:49:00-05:00","paid_thru":"2022-08-31","new_member_date_2":"2020-09-15","temp_do_id_for_auto_old_do_id":"L25C06959","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-08-30","pcl_status":"F","pcl_completion_date":"2020-12-20","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"yencir@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"5011","email":"dga@henryville.ca","first_name":"Genevi\u00e8ve","last_name":"Lavoie","phone":"4503464106","orgname":"Municipalit\u00e9 d'Henryville","customer_acct_name":"Municipalit\u00e9 d'Henryville","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02400","province":"QC","full_name":"Genevi\u00e8ve Lavoie","language":"French","origin":"2022 Winter","explicit_consent_date":"2022-01-28","domain_1":"henryville.ca","attended_webinar":"No","individual_id":"229852","members_type":"AST","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2025-01-29","old_do_id":"LB2501288","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","new_member_date_2":"2016-11-04","no_email_solicitation":"FALSE","pds_march":"9","intcode":"15","blocnote":"impossible a rejoindre\n2026 May 08 call disconnected early with no clear conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:48-04:00","pds_july":"9","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25A02400","temp_intcode_for_auto_old_int_code":"15","pds_august":"9","pds_september":"9","last_infoline_date_type":"2019-11-22","last_act_type":"2020-08-10","number_of_passed_courses":"0","pds_october":"9","regular_email_change_date":"2025-11-13T11:16:18-05:00","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"dga@henryville.ca","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and mostly inaudible, with the agent attempting to confirm the identity of the contact by asking if they were speaking with Genevi\u00e8ve. There was no clear conversation or task completion during the call.","aitm_callsummarytitle":"Unsuccessful call with no clear conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"16","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_34cc7ef6c5596262927beb842c7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_34cc7ef6c5596262927beb842c7","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5024","email":"hjlack@hotmail.com","first_name":"Heather","last_name":"Lackman","phone":"5143818561","orgname":"Magill Hat Manufacturing Inc.","customer_acct_name":"Magill Hat Manufacturing Inc.","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501308","province":"QC","full_name":"Heather Lackman","language":"English","origin":"Lapsed Members","explicit_consent_date":"2015-02-10","attended_webinar":"No","lapsed_expiration_date":"2015-02-10","members_type":"PRO","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","old_do_id":"Q7197","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","individual_id":"225199","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"14 mai 2025 anglaise donner a suha","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T13:27:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-01-31","new_member_date_2":"2015-02-10","temp_do_id_for_auto_old_do_id":"LB2501308","temp_intcode_for_auto_old_int_code":"21","phone_2":"5149100550","last_infoline_date_type":"2017-11-01","last_act_type":"2020-08-30","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":"2015-03-05","number_of_passed_courses":"4","regular_email_change_date":"2025-11-13T11:16:34-05:00","trc":"False","wera":"False","pcp_we":"EXEMPTED","npi_email_temp":"hjlack@hotmail.com","pcl_completion_date_5":"2019-07-25","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31"}},"seriesid":"163"}
{"contact":{"id":"5007","email":"coulibalymarietou19@gmail.com","first_name":"Mari\u00e9tou","last_name":"Coulibaly","phone":"4388786225","orgname":"N\u00e9ant","customer_acct_name":"N\u00e9ant","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501297","province":"QC","full_name":"Mari\u00e9tou Coulibaly","language":"French","origin":"Lapsed Members","explicit_consent_date":"2016-02-17","attended_webinar":"Yes","lapsed_expiration_date":"2016-02-17","members_type":"PRO","time_zone":"2","area_code":"438","region":"QC","lead_status":"Refused","last_engaged_date":"2024-12-23","old_do_id":"Q7161","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","individual_id":"241104","cpa_certification":"SCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"14 mai 2025 bv\r\n27 mai 2025 bv\r\n2 juin 2025 bv\r\n5 juin 2025 bv\r\n17 dec 2025 en r\u00e9union demande  a \u00eatre  rappeler","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T11:54:00-05:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-01-31","new_member_date_2":"2016-02-17","temp_do_id_for_auto_old_do_id":"LB2501297","temp_intcode_for_auto_old_int_code":"6","phone_2":"4388786225","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2016-06-27","pf1_status":"P","pf1_completion_date":"2017-03-19","pf2_status":"P","pf2_completion_date":"2017-05-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-05-09","number_of_passed_courses":"4","regular_email_change_date":"2025-11-13T11:16:14-05:00","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"coulibalymarietou19@gmail.com","pcl_completion_date_5":"2021-06-27","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31"}},"seriesid":"163"}
{"contact":{"id":"6285","email":"doug@brightr.ltd","first_name":"Doug","last_name":"Peng","phone":"4164772186","orgname":"BrightR Ltd.","customer_acct_name":"BrightR Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"do_id":"L25O01864","full_name":"Doug Peng","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2020-10-05","domain_1":"brightr.ltd","individual_id":"293371","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502223","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25O01864","phone_2":"4166138981","extension_phone_2":"400","members_type":"CORP","last_infoline_date_type":"2021-03-25","last_act_type":"2021-03-25","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T11:57:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"doug@brightr.ltd","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-27"}},"seriesid":"163"}
{"contact":{"id":"6310","email":"edith_lhidalgo@yahoo.com","first_name":"Editha","last_name":"Hidalgo","phone":"7783950260","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503031","full_name":"Editha Hidalgo","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2012-10-12","individual_id":"170226","region":"CDN","lead_status":"Refused","old_do_id":"C17600","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-09-28","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":"10","paid_thru":"2022-09-30","new_member_date_2":"2012-10-12","temp_do_id_for_auto_old_do_id":"LB2503031","temp_intcode_for_auto_old_int_code":"21","pds_august":"10","phone_2":"7783950260","pds_september":"10","last_infoline_date_type":"2020-10-13","last_act_type":"2021-12-27","pcl_status":"P","pcl_completion_date":"2010-07-13","pf1_status":"P","pf1_completion_date":"2010-08-23","pf2_status":"P","pf2_completion_date":"2010-10-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-05-22","number_of_passed_courses":"4","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"edith_lhidalgo@yahoo.com","pcl_completion_date_5":"2015-07-13","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:42-04:00","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","latest_paid_thru":"2020-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_f49fb7bd3ab1d3df07f5ae8fb18","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f49fb7bd3ab1d3df07f5ae8fb18"}},"seriesid":"163"}
{"contact":{"id":"9843","email":"velatheceo@gmail.com","first_name":"Yuchu","last_name":"Luo","phone":"7788998628","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":"L25C06739","full_name":"Yuchu Luo","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"309848","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503471","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7788998628","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","intcode":"16","blocnote":"LNC \/ 19 November 2025 Number out of service","paid_thru":"2023-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T18:15:00-05:00","new_member_date_2":"2022-02-07","temp_do_id_for_auto_old_do_id":"L25C06739","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-07-02","pcl_status":"F","pcl_completion_date":"2022-04-24","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"08","trc":"False","wera":"False","npi_email_temp":"velatheceo@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"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":"2017-03-11","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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","old_do_id":"L25A02603","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Refused Lapsed","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":"01","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm\n2026 May 08 call reached voicemail, no contact with Elaine\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact with Elaine\n2026 May 11 contact declined renewal due to retirement","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:06:44-04:00","pds_july":"2","paid_thru":"2020-01-31","temp_do_id_for_auto_old_do_id":"L25A02603","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2020-01-31","called_by":"Tri","aitm_status_called":"2026-05-11T12:21:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent contacted Elaine to discuss her lapsed NPI membership and conducted a survey about her membership experience. Elaine indicated her initial reason for joining was help with complex payroll compliance issues, rated her satisfaction as 4, and declined to renew because she is retired. The call ended politely with no further action required.","aitm_callsummarytitle":"Membership Renewal Declined Due to Retirement","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2f71cce7e0c4156ea2e5bc8af27","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2f71cce7e0c4156ea2e5bc8af27","mini_nps":"4","onesentencenotrenewed":"Retired.","initialvalue":"Help with Complex","age_range":"46-60","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5339","email":"serge@coval.ca","first_name":"Serge","last_name":"Brunelle","phone":"4509293556","orgname":"Coval","customer_acct_name":"Coval","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C08336","province":"QC","full_name":"Serge Brunelle","language":"French","origin":"2023 lapsed Members","domain_1":"coval.ca","attended_webinar":"No","lapsed_expiration_date":"2023-06-02","individual_id":"300553","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501395","members_type":"CAND","phone_2":"4384905405","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"24 avril 2025 bv\r\n29 avril 2025 imposible a rejoindre","dhmsfin_telemarketing_last_contacted_date":"2025-04-29T09:38:00-04:00","canceldate":"2023-06-02","new_member_date_2":"2021-04-26","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C08336","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2021-01-09","last_act_type":"2024-02-02","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"serge@coval.ca","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","old_do_id":"L25A02515","pipeline_1_lapsed_members":"Refused Lapsed","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":"01","blocnote":"Aug 13 2025 she is out of town now ( this is her husband's number) call by the end of September\n2026 May 08 wrong number reached, correct number provided by contact.\n2026 May 11 contact declined renewal due to career change, completed survey - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:45-04:00","temp_do_id_for_auto_old_do_id":"L25A02515","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2020-07-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Ruhe regarding her lapsed NPI Associate membership and conducted a brief survey about her membership experience. Ruhe indicated she initially joined for networking but is currently not interested in renewing as she has changed her career away from payroll. The call ended politely with the agent acknowledging her decision.","aitm_callsummarytitle":"Membership Renewal Declined Due to Career Change","notrenewedwanttorenew":"No","mini_nps":"4","onesentencenotrenewed":"Not interested in renewing because she has changed her career and is no longer in payroll.","initialvalue":"Networking","othermemberbenefit":"N\/A","old_int_code":"03","astotherreasonsnottorenew":"Currently not in payroll position or career, changed career.","age_range":"31-45","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a73fea05b46bb82b25801849047","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a73fea05b46bb82b25801849047","number_of_calls_reached":"2","pipeline_2_members_only_ast":"","date_of_renewal_identification":""}},"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","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"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":"2022-01-02","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","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"5032","email":"kneron@thermovision.ca","first_name":"Kathy","last_name":"N\u00e9ron","phone":"4503484970","orgname":"Produits Thermovision Inc.","customer_acct_name":"Produits Thermovision Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01992","province":"QC","extension_phone_1":"235","full_name":"Kathy N\u00e9ron","language":"French","origin":"Lapsed Members","explicit_consent_date":"2019-08-27","domain_1":"thermovision.ca","attended_webinar":"No","lapsed_expiration_date":"2019-08-27","individual_id":"251996","members_type":"CORP","time_zone":"2","area_code":"888","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501314","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 mai 2025 bv\r\n28 mai 2025 bv\r\n3 juin 2025 bv\r\n15 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T10:30:00-04:00","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25O01992","temp_intcode_for_auto_old_int_code":"6","organization_id":"251995","pds_august":"3","pds_september":"3","last_infoline_date_type":"2017-07-17","last_act_type":"2019-08-27","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"kneron@thermovision.ca","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6377","email":"shitalasoni@yahoo.co.in","first_name":"Shitalbahen","last_name":"Soni","phone":"9052305215","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02502","city_1":"AST","full_name":"Shitalbahen Soni","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-09-10","individual_id":"225871","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502912","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-11-03","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2014-09-10","no_email_solicitation":"False","province":"ON","cert_status":"WITHDRAWN_CPE","time_zone":"2","paid_thru":"2020-08-31","intcode":"16","blocnote":"Aug 13 2025 vm\n2026-05-08 invalid phone destination, phone: +19052305215\n2026-05-08 invalid phone destination, phone: +19052305215","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","temp_do_id_for_auto_old_do_id":"L25A02502","temp_intcode_for_auto_old_int_code":"16","phone_2":"9052305215","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-07-18","pf1_status":"P","pf1_completion_date":"2014-07-25","pf2_status":"P","pf2_completion_date":"2014-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-08-08","number_of_passed_courses":"4","old_int_code":"08","trc":"False","wera":"False","npi_email_temp":"shitalasoni@yahoo.co.in","pcl_completion_date_5":"2019-07-18","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:51:45-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_6e57fd276d96be12edb66a8e993","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6e57fd276d96be12edb66a8e993"}},"seriesid":"163"}
{"contact":{"id":"4525","email":"lalandebertrandmelodie@gmail.com","first_name":"M\u00e9lodie","last_name":"Lalande-Bertrand","phone":"8199666100","orgname":"CISSSO","customer_acct_name":"CISSSO","tags":"CSV imported, 250221 Lapsed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02544","province":"QC","extension_phone_1":"5092","full_name":"M\u00e9lodie Lalande-Bertrand","language":"French","origin":"Lapsed Members","explicit_consent_date":"2022-06-17","attended_webinar":"No","members_type":"AST","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2504117","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"264536","canceldate":"2020-08-05","new_member_date_2":"2018-06-20","no_email_solicitation":"False","intcode":"0","blocnote":"12 mai 2025 bv \r\n27 mai 2025 bv\r\n2 juin 2025 bv\r\n5 juin 2025 bv\n2026 May 08 call intercepted by automated system, no human reached","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:52-04:00","pipeline_2_members_only_ast":"","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"L25A02544","temp_intcode_for_auto_old_int_code":"08","phone_2":"8776444545","last_act_type":"2019-05-30","number_of_passed_courses":"0","regular_email_change_date":"2025-11-13T11:16:08-05:00","trc":"False","wera":"False","npi_email_temp":"lalandebertrandmelodie@gmail.com","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:52-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach M\u00e9lodie but was intercepted by an automated system providing various options and instructions related to health services and employee directory. The agent did not reach a human and the call ended without a conversation.","aitm_callsummarytitle":"Call intercepted by automated system","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2eccdc1f6f747e4b777f8e7edee","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2eccdc1f6f747e4b777f8e7edee","number_of_calls_reached":"1"}},"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":"2021-01-02","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","latest_paid_thru":"2020-08-31"}},"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":"2019-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"julie.dumesnil@ebss.ca","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31","company_paid_thru":"2020-03-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"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, TMAI","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":"15","blocnote":"AUg 13 2025 vm\n2026 May 08 contact answered and started survey but call disconnected early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:16-04:00","temp_do_id_for_auto_old_do_id":"L25A02521","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2020-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:16-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent Ellen successfully reached Yanhong and introduced the call regarding the lapsed Associate membership with the National Payroll Institute. The agent began the survey by asking the first question about the initial value that drove Yanhong to become a member. The call was disconnected by the user before completion.","aitm_callsummarytitle":"Partial Survey Call with Early Disconnection","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"User did not express interest in renewing during the call.","initialvalue":"Help with Complex","age_range":"Preferred not to say","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_608481b3b0f98150281143dc44a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_608481b3b0f98150281143dc44a","number_of_calls_reached":"1"}},"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":"2022-07-02","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","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"5044","email":"kguira@francedelices.com","first_name":"Korotimi","last_name":"Guira","phone":"5142592291","orgname":"France D\u00e9lices Inc.","customer_acct_name":"France D\u00e9lices Inc.","tags":"CSV imported, paie.ca visited, Payroll Resource Accessed, NPIdealed, 250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02070","province":"QC","extension_phone_1":"271","full_name":"Korotimi Guira","language":"French","origin":"Lapsed Members","explicit_consent_date":"2017-05-15","domain_1":"francedelices.com","attended_webinar":"No","lapsed_expiration_date":"2017-05-15","individual_id":"252782","members_type":"CORP","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501326","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"14 mai 2025 ligne occupe\r\n29 mai 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T15:40:00-04:00","old_int_code":"08","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25O02070","temp_intcode_for_auto_old_int_code":"16","organization_id":"252774","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kguira@francedelices.com","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","company_paid_thru":"2020-04-30","corp_cancel_date":"2020-07-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6369","email":"grdnzhou@yahoo.ca","first_name":"Cangguo","last_name":"Zhou","phone":"4168976811","orgname":"QBA International INC.","customer_acct_name":"QBA International INC.","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502029","full_name":"Cangguo Zhou","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2015-09-15","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"C16120","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-11-03","individual_id":"116577","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":"2015-09-15","temp_do_id_for_auto_old_do_id":"LB2502029","temp_intcode_for_auto_old_int_code":"21","phone_2":"5197605815","last_act_type":"2021-01-02","pcl_status":"P","pcl_completion_date":"2007-06-08","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":"2014-04-08","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"grdnzhou@yahoo.ca","pcl_completion_date_5":"2012-06-08","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31"}},"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, TMAI","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":"10","blocnote":"Aug 13 2025 vm\n2026 May 08 call reached voicemail, no human contact\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 contact answered but unavailable to talk, callback requested.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:50-04:00","temp_do_id_for_auto_old_do_id":"L25A02569","temp_intcode_for_auto_old_int_code":"10","phone_2":"4165508205","last_act_type":"2020-06-01","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","latest_paid_thru":"2020-03-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called Oana to discuss her lapsed Associate membership with the National Payroll Institute but Oana said she did not have time to talk. The agent asked for a better time to call back before the call ended.","aitm_callsummarytitle":"User unavailable for membership renewal discussion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6e3ee5c7e42ad791c222ceac7bd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6e3ee5c7e42ad791c222ceac7bd","mini_nps":"3","onesentencenotrenewed":"User did not have time to talk at the moment.","initialvalue":"Other","othermemberbenefit":"User did not specify initial value due to unavailability.","old_int_code":"6","astotherreasonsnottorenew":"User was unavailable to discuss renewal at this time.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"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, TMAI","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":"15","blocnote":"May 13 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call disconnected immediately after start, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:06:46-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00123","temp_intcode_for_auto_old_int_code":"15","phone_2":"7802701973","last_act_type":"2022-01-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fromla@shaw.ca","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-11T12:21:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The call was very brief and disconnected almost immediately after initiation, with no conversation taking place.","aitm_callsummarytitle":"Call disconnected immediately","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1343af794aeecf122f611e97be8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1343af794aeecf122f611e97be8","mini_nps":"3","old_int_code":"6","number_of_calls_reached":"1"}},"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":"2025-06-05","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","latest_paid_thru":"2025-09-30"}},"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","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9897","email":"vicky.blake@temagamifirstnation.ca","first_name":"Vicky","last_name":"Blake","phone":"7052378943","orgname":"Temagami First Nation","customer_acct_name":"Temagami 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":{"province":"ON","extension_phone_1":"113","full_name":"Vicky Blake","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-02-12","domain_1":"temagamifirstnation.ca","lapsed_expiration_date":"2022-04-02","individual_id":"212178","area_code":"705","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25O01780","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"May 21 2025 Survey completed. Send application\r\n23 October 2025 The person in payroll (Beverly St. Dennis) signed up for a personal membership","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T16:35:00-04:00","sendapplicationform":"2025-05-21T16:03:00-04:00","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","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","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"LB2507619","temp_intcode_for_auto_old_int_code":"21","organization_id":"212115","last_act_type":"2022-03-28","number_of_passed_courses":"0","old_int_code":"13","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"False","wera":"False","do_id":"LB2507619","npi_email_temp":"vicky.blake@temagamifirstnation.ca","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5966","email":"manang_30@yahoo.com","first_name":"Rizza","last_name":"Casas","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502862","full_name":"Rizza Casas","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2010-03-09","individual_id":"165721","region":"CDN","lead_status":"Refused","old_do_id":"C16344","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":"2020-01-31","new_member_date_2":"2010-03-09","temp_do_id_for_auto_old_do_id":"LB2502862","temp_intcode_for_auto_old_int_code":"21","phone_2":"4036977108","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2010-06-21","pf1_status":"P","pf1_completion_date":"2012-06-20","pf2_status":"P","pf2_completion_date":"2013-06-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-02-12","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"manang_30@yahoo.com","pcl_completion_date_5":"2015-06-21","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31"}},"seriesid":"163"}
{"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":"2019-12-04","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","latest_paid_thru":"2020-03-31","company_paid_thru":"2020-03-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5055","email":"nicolas.dargis@physioextra.ca","first_name":"Nicolas","last_name":"Dargis, Adm.A.","phone":"5143838389","orgname":"Physio Extra","customer_acct_name":"Physio Extra","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":"L25O01999","province":"QC","full_name":"Nicolas Dargis, Adm.A.","language":"French","origin":"2024 FALL","explicit_consent_date":"2018-09-17","domain_1":"physioextra.ca","attended_webinar":"No","lapsed_expiration_date":"2018-09-17","individual_id":"267359","members_type":"CORP","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501337","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 mai 2025 bv\r\n29 mai 2025 bv\r\n3 juin 2025 mise en attente trop longue\r\n27 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:46:00-05:00","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25O01999","temp_intcode_for_auto_old_int_code":"6","organization_id":"173500","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nicolas.dargis@physioextra.ca","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6601","email":"john.pasqua@ceridian.com","first_name":"John","last_name":"Pasqua","phone":"6478892860","orgname":"Ceridian Canada","customer_acct_name":"Ceridian Canada","tags":"CSV imported, NPIdealed, npiPartnerAccount","ip4":"0.0.0.0","fields":{"do_id":"LB2502047","full_name":"John Pasqua","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-06-03","domain_1":"ceridian.com","area_code":"647","region":"CDN","lead_status":"Partner","old_do_id":"C16152","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"","individual_id":"276650","canceldate":"2020-08-05","members_type":"AST","new_member_date_2":"2019-06-03","no_email_solicitation":"False","intcode":"06","blocnote":"May 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T16:28:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"LB2502047","temp_intcode_for_auto_old_int_code":"6","phone_2":"6474358006","last_act_type":"2019-01-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"john.pasqua@ceridian.com","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31"}},"seriesid":"163"}
{"contact":{"id":"5277","email":"eosinon01@monccnb.ca","first_name":"Oumar","last_name":"Sinon","phone":"5062538411","orgname":"","customer_acct_name":"","tags":"CSV imported, paie.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07365","province":"NB","full_name":"Oumar Sinon","language":"French","origin":"2023 lapsed Members","domain_1":"monccnb.ca","lapsed_expiration_date":"2022-03-02","individual_id":"296573","time_zone":"1","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502806","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2021-01-11","temp_do_id_for_auto_old_do_id":"L25C07365","phone_2":"5062538411","last_act_type":"2021-11-01","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":"2025-11-24T10:36:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"eosinon01@monccnb.ca","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"5334","email":"plouffe.mireille@gmail.com","first_name":"Mireille","last_name":"Plouffe","phone":"5143925717","orgname":"Dufresne H\u00e9bert Comeau Inc.","customer_acct_name":"Dufresne H\u00e9bert Comeau Inc.","tags":"CSV imported, F24 Webinar registration QC, F24 Webinar QC, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25A00039","province":"QC","full_name":"Mireille Plouffe","language":"French","origin":"2024 FALL","attended_webinar":"No","lapsed_expiration_date":"2023-03-02","individual_id":"231465","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETA00147","members_type":"AST","new_member_date_2":"2015-01-14","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","cpa_certification":"SCP","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:48-04:00","blocnote":"19 2 25 BV ACCEPTE DOCS MAIS PEU INT\n2026 May 08 very short call, no resolution","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00039","temp_intcode_for_auto_old_int_code":"15","phone_2":"4509711803","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2015-06-01","pf1_status":"P","pf1_completion_date":"2015-12-21","pf2_status":"P","pf2_completion_date":"2016-05-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-11-12","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"plouffe.mireille@gmail.com","pcl_completion_date_5":"2020-06-01","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief, with the user asking a vague question about approval and the agent seeking clarification. No further information or resolution was achieved during the call.","aitm_callsummarytitle":"Brief call with no resolution","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1a5356a56e767e04114822c6303","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1a5356a56e767e04114822c6303","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5442","email":"somnavanidah@yahoo.com","first_name":"Vanidah","last_name":"Somna","phone":"5143311074","orgname":"Groupe Solution Collect","customer_acct_name":"Groupe Solution Collect","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07008","province":"QC","full_name":"Vanidah Somna","language":"English","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2002-11-22","individual_id":"304858","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-09","old_do_id":"LB2501544","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-08","temp_do_id_for_auto_old_do_id":"L25C07008","phone_2":"5145618093","last_act_type":"2021-08-09","pcl_status":"P","pcl_completion_date":"2022-01-02","pf1_status":"F","pf1_completion_date":"2022-09-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"somnavanidah@yahoo.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"5009","email":"caroline_blanchet@hotmail.com","first_name":"Caroline","last_name":"Blanchet","phone":"4504346666","orgname":"L\u2019Entrepot Pieces d'Autos","customer_acct_name":"L\u2019Entrepot Pieces d'Autos","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02584","province":"QC","full_name":"Caroline Blanchet","language":"French","origin":"Lapsed Members","explicit_consent_date":"2019-04-29","attended_webinar":"No","lapsed_expiration_date":"2019-04-29","members_type":"AST","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501299","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"275543","canceldate":"2020-06-01","new_member_date_2":"2019-04-29","no_email_solicitation":"False","intcode":"15","blocnote":"14 mai 2025 bv\r\n27 mai 2025 travail de soir et de la maison rejoignable que par courriel\n2026 May 08 call attempted but user response inaudible, call ended early.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:50-04:00","pipeline_2_members_only_ast":"","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25A02584","temp_intcode_for_auto_old_int_code":"15","phone_2":"5142407557","last_act_type":"2019-04-29","number_of_passed_courses":"0","regular_email_change_date":"2025-11-13T11:16:15-05:00","trc":"False","wera":"False","npi_email_temp":"caroline_blanchet@hotmail.com","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Caroline but the user response was inaudible and the call ended shortly after without a clear conversation.","aitm_callsummarytitle":"Call Attempted but No Clear Response","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear refusal or renewal intent expressed due to inaudible response.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"16","astotherreasonsnottorenew":"No clear reason provided due to inaudible response.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b5488a010cbde6ba3da92c91170","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b5488a010cbde6ba3da92c91170","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5025","email":"veronique.drouin@vrrh.ulaval.ca","first_name":"V\u00e9ronique","last_name":"Drouin","phone":"4186562131","orgname":"Universit\u00e9 Laval","customer_acct_name":"Universit\u00e9 Laval","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02511","province":"QC","extension_phone_1":"406475","full_name":"V\u00e9ronique Drouin","language":"French","origin":"Lapsed Members","explicit_consent_date":"2019-08-22","domain_1":"vrrh.ulaval.ca","attended_webinar":"No","lapsed_expiration_date":"2019-08-22","members_type":"AST","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501294","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"275427","canceldate":"2020-10-02","new_member_date_2":"2019-08-22","no_email_solicitation":"False","intcode":"03","blocnote":"14 mai 2025 bv julie paquet\r\n28 mai 2025 bv\r\n3 juin 2025 bv\r\n15 juillet 2025 bv\n2026 May 08 call to Universite Laval, attempted to reach V\u00e9ronique, no clear communication, call ended - no NPI number provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:09-04:00","pipeline_2_members_only_ast":"","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25A02511","temp_intcode_for_auto_old_int_code":"03","phone_2":"4189053114","last_conf_date_type":"2019-05-08","last_act_type":"2019-08-22","number_of_passed_courses":"0","regular_email_change_date":"2025-11-13T11:16:35-05:00","trc":"False","wera":"False","npi_email_temp":"veronique.drouin@vrrh.ulaval.ca","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:09-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach V\u00e9ronique at Universite Laval. The agent tried to confirm the identity but the user's responses were inaudible, and the call ended without a successful conversation.","aitm_callsummarytitle":"Unsuccessful call to V\u00e9ronique at Universite Laval","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear refusal or renewal intent expressed due to inaudible responses.","initialvalue":"Other","othermemberbenefit":"None stated","old_int_code":"6","astotherreasonsnottorenew":"Call ended before any reason was given.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d6c905c3848b9da01ba0eee8788","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d6c905c3848b9da01ba0eee8788","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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":"2021-06-04","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","latest_paid_thru":"2020-10-31"}},"seriesid":"163"}
{"contact":{"id":"5064","email":"ggjackson48@hotmail.com","first_name":"Gary","last_name":"Jackson","phone":"5147808585","orgname":"Les Viandes Central Bernard Inc.","customer_acct_name":"Les Viandes Central Bernard Inc.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501346","province":"QC","extension_phone_1":"208","full_name":"Gary Jackson","language":"English","origin":"Lapsed Members","explicit_consent_date":"2010-08-23","attended_webinar":"No","lapsed_expiration_date":"2010-08-23","individual_id":"15529","members_type":"CORP","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","old_do_id":"Q7297","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"14 mai 2025 demande a \u00eatre rappeler a 14 hrs\r\n27 mai 2025 ma demander de rappeler car il est occupe\r\n3 juin 2025 ma coupe sec en disant en anglais no et a raccrocher une fois que je me suis pr\u00e9senter et introduit le nom de linp","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T15:27:00-04:00","new_member_date_2":"2009-09-01","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"LB2501346","temp_intcode_for_auto_old_int_code":"21","cert_status":"WITHDRAWN_CPE","organization_id":"45822","cpa_certification":"CPM","pds_august":"5","phone_2":"5146956309","pds_september":"5","last_conf_date_type":"2017-06-13","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"ggjackson48@hotmail.com","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31","company_paid_thru":"2020-07-31","corp_cancel_date":"2020-10-02","company_status":"I"}},"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":"2021-02-03","last_act_type":"2021-02-03","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","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"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":"2022-12-09","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","latest_paid_thru":"2023-08-31"}},"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":{"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":"2026-04-17","last_act_type":"2026-04-17","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","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"8288","email":"jon.wollaston@hotmail.ca","first_name":"Jon","last_name":"Wollaston","phone":"4165061400","orgname":"Toronto PWA Foundation","customer_acct_name":"Toronto PWA Foundation","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07461","province":"ON","extension_phone_1":"118","full_name":"Jon Wollaston","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"257791","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500803","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2021-10-31","new_member_date_2":"2017-11-06","temp_do_id_for_auto_old_do_id":"L25C07461","phone_2":"4164611578","last_act_type":"2022-11-29","pcl_status":"P","pcl_completion_date":"2018-03-04","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":"2019-05-10","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"jon.wollaston@hotmail.ca","pcl_completion_date_5":"2023-03-04","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"seriesid":"163"}
{"contact":{"id":"5094","email":"tania.mitron@gmail.com","first_name":"Tania","last_name":"Mitron","phone":"4504518858","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02408","province":"QC","full_name":"Tania Mitron","language":"French","origin":"2023 Lapsed Members","explicit_consent_date":"2015-10-19","attended_webinar":"No","lapsed_expiration_date":"2015-10-19","individual_id":"238312","members_type":"AST","time_zone":"2","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2502827","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","new_member_date_2":"2015-10-19","no_email_solicitation":"FALSE","paid_thru":"2021-09-30","intcode":"15","blocnote":"13 aout 2025 bv\n2026 May 08 call disconnected early, no clear conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:57-04:00","temp_do_id_for_auto_old_do_id":"L25A02408","temp_intcode_for_auto_old_int_code":"15","phone_2":"4504518858","last_infoline_date_type":"2019-09-12","last_act_type":"2020-09-27","pcl_status":"P","pcl_completion_date":"2016-01-31","pf1_status":"P","pf1_completion_date":"2016-06-21","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"tania.mitron@gmail.com","pcl_completion_date_5":"2021-01-31","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:56-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Tania but the user response was inaudible and the call ended shortly after without a clear conversation.","aitm_callsummarytitle":"Unsuccessful call - no clear conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9c38b138f250e3d8d935bf318ff","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9c38b138f250e3d8d935bf318ff","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5067","email":"otto.martinez@tecsys.com","first_name":"Otto","last_name":"Martinez","phone":"5148665800","orgname":"Tecsys Inc.","customer_acct_name":"Tecsys Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02463","province":"QC","extension_phone_1":"4492","full_name":"Otto Martinez","language":"English","origin":"Lapsed Members","explicit_consent_date":"1995-10-01","domain_1":"tecsys.com","attended_webinar":"No","lapsed_expiration_date":"1995-10-01","individual_id":"173201","members_type":"AST","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501349","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2011-10-03","new_member_date_2":"2010-08-25","no_email_solicitation":"False","intcode":"16","blocnote":"15 mai 2025 bv\r\n2 juin 2025 bv\r\n16 juin 2025 bv\n2026 May 08 call reached voicemail, no message left\n2026-05-08 invalid phone destination, phone: +15145443223","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:03-04:00","organization_id":"10456","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A02463","temp_intcode_for_auto_old_int_code":"16","phone_2":"5145443223","last_act_type":"2020-11-12","pcl_status":"P","pcl_completion_date":"2010-12-10","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"otto.martinez@tecsys.com","pcl_completion_date_5":"2015-12-10","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:19-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent attempted to reach Otto Martinez but was redirected to a voicemail system and could not speak with a human. The call ended with the voicemail prompt without leaving a message.","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","session_id":"call_053c2c18884195b9286c685fdbe","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_053c2c18884195b9286c685fdbe","old_int_code":"08","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5033","email":"melanie.lemaire65@gmail.com","first_name":"M\u00e9lanie","last_name":"Lemaire","phone":"4503616081","orgname":"Vie Culturelle et Communautaire de Granby","customer_acct_name":"Vie Culturelle et Communautaire de Granby","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02129","province":"QC","full_name":"M\u00e9lanie Lemaire","language":"French","origin":"Lapsed Members","explicit_consent_date":"2011-02-24","attended_webinar":"No","lapsed_expiration_date":"2011-02-24","individual_id":"182070","members_type":"CORP","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501315","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 mai 2025 bv\r\n28 mai 2025 bv\r\n3 juin 2025 en r\u00e9union transf\u00e9rer sur bv\r\n15 juillet 2025 rappeler ds 1 hr","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T10:32:00-04:00","paid_thru":"2020-01-31","temp_do_id_for_auto_old_do_id":"L25O02129","temp_intcode_for_auto_old_int_code":"6","organization_id":"182069","pds_august":"14","pds_september":"14","last_act_type":"2020-08-04","number_of_passed_courses":"0","pds_october":"14","trc":"False","wera":"False","pds_november":"14","npi_email_temp":"melanie.lemaire65@gmail.com","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31","company_paid_thru":"2020-01-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5465","email":"nicolea@mchiasson.com","first_name":"Nicole","last_name":"Aubry","phone":"4504920179","orgname":"Maurice Chiasson, Comptable Agr\u00e9\u00e9","customer_acct_name":"Maurice Chiasson, Comptable Agr\u00e9\u00e9","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01722","province":"QC","full_name":"Nicole Aubry","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2008-04-02","domain_1":"mchiasson.com","attended_webinar":"No","lapsed_expiration_date":"2022-06-02","individual_id":"128281","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501557","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juin 2025 pas au bureau","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T10:44:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01722","temp_intcode_for_auto_old_int_code":"6","organization_id":"128280","pds_august":"1","pds_september":"1","last_act_type":"2021-05-18","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"nicolea@mchiasson.com","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8438","email":"irina.zicova@gmail.com","first_name":"Irina","last_name":"Toporivschi-Zicova","phone":"4168396209","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02519","city_1":"AST","full_name":"Irina Toporivschi-Zicova","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-08-19","individual_id":"227635","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502917","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-10-02","members_type":"AST","new_member_date_2":"2014-08-19","no_email_solicitation":"False","province":"ON","time_zone":"2","paid_thru":"2020-07-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 31 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 reached voicemail\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","temp_do_id_for_auto_old_do_id":"L25A02519","temp_intcode_for_auto_old_int_code":"6","phone_2":"4168396209","last_act_type":"2019-07-18","pcl_status":"P","pcl_completion_date":"2014-12-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-04-22","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"irina.zicova@gmail.com","pcl_completion_date_5":"2019-12-22","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Irina but reached her voicemail. 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","session_id":"call_21dd46104eb2fd774010d1f08b6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_21dd46104eb2fd774010d1f08b6"}},"seriesid":"163"}
{"contact":{"id":"5454","email":"jotremblay20@hotmail.com","first_name":"Johanne","last_name":"Tremblay","phone":"4189628584","orgname":"CISSS de la C\u00f4te-Nord","customer_acct_name":"CISSS de la C\u00f4te-Nord","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02440","province":"QC","extension_phone_1":"205","full_name":"Johanne Tremblay","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2017-03-03","attended_webinar":"No","lapsed_expiration_date":"2017-03-03","individual_id":"221782","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-21","old_do_id":"LB2501415","members_type":"PRO","phone_2":"4189650906","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"24 avril 2025 ss rep\r\n29 avril 2025  ss rep","dhmsfin_telemarketing_last_contacted_date":"2025-05-01T15:03:00-04:00","canceldate":"2024-03-02","cpa_certification":"SCP","cert_status":"WITHDRAWN","paid_thru":"2023-12-31","new_member_date_2":"2017-03-03","temp_do_id_for_auto_old_do_id":"L25P02440","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-05-31","pcl_status":"P","pcl_completion_date":"2015-02-06","pf1_status":"P","pf1_completion_date":"2015-06-22","pf2_status":"P","pf2_completion_date":"2015-11-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-04-14","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jotremblay20@hotmail.com","pcl_completion_date_5":"2020-02-06","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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":"2021-07-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fa@gsacarleton.ca","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10416","email":"rbalan@raventruck.com","first_name":"Richard","last_name":"Balan","phone":"7804369949","orgname":"Raven Box Liners & Woodcrafts Ltd","customer_acct_name":"Raven Box Liners & Woodcrafts 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":"LB2502675","full_name":"Richard Balan","language":"English","origin":"Lapsed Spring 2024","domain_1":"raventruck.com","individual_id":"139784","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001514","time_zone":"4","province":"AB","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"14 March 2025 VM\r\n25 March 2025 VM\r\n01 April 2025 VM\r\n08 April 2025 He gave a reason why they didn't renew","dhmsfin_telemarketing_last_contacted_date":"2025-04-08T15:28:00-04:00","onesentencenotrenewed":"he was not the one involved - they had someone working wit them taking care of the membership but he's not with them anymore","intcode":"21","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"LB2502675","temp_intcode_for_auto_old_int_code":"21","organization_id":"35414","last_act_type":"2023-12-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rbalan@raventruck.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail - no direct contact\n2026 May 11 call reached voicemail of Suzanne Arber\n2026 May 11 voicemail reached, message from Suzanne that she missed the call\n2026 May 13 voicemail reached for Suzanne Arber and Heidi Billiard, message left\n2026 May 13 voicemail reached - no direct contact\n2026 May 15 reached voicemail of Suzanne Arber\n2026 May 15 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:46-04:00","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","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Suzanne, but it was disconnected after reaching voicemail with no further conversation.","aitm_callsummarytitle":"Voicemail reached, no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_80dada507771cd491899ef66c03","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_80dada507771cd491899ef66c03"}},"seriesid":"163"}
{"contact":{"id":"5013","email":"phuocnhi@yahoo.com","first_name":"Phuoc","last_name":"Nguyen","phone":"5147332114","orgname":"TIS Personnel","customer_acct_name":"TIS Personnel","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501302","province":"QC","full_name":"Phuoc Nhi Nguyen","language":"English","origin":"Lapsed Members","explicit_consent_date":"2011-04-12","attended_webinar":"No","lapsed_expiration_date":"2011-04-12","members_type":"PRO","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","old_do_id":"Q7177","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","individual_id":"183844","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T09:30:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-03-31","new_member_date_2":"2011-04-12","temp_do_id_for_auto_old_do_id":"LB2501302","temp_intcode_for_auto_old_int_code":"21","phone_2":"5147370991","last_infoline_date_type":"2018-02-27","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2011-07-05","pf1_status":"P","pf1_completion_date":"2011-12-20","pf2_status":"P","pf2_completion_date":"2013-02-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-10-11","number_of_passed_courses":"4","regular_email_change_date":"2025-11-13T11:16:19-05:00","trc":"False","wera":"False","npi_email_temp":"phuocnhi@yahoo.com","pcl_completion_date_5":"2016-07-05","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31"}},"seriesid":"163"}
{"contact":{"id":"5016","email":"sephg22@hotmail.com","first_name":"Guy","last_name":"Langlois","phone":"5142252507","orgname":"Ambulance Saint-Jean","customer_acct_name":"Ambulance Saint-Jean","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02274","province":"QC","full_name":"Guy Langlois, CPA, CA","language":"French","origin":"2022 Winter","attended_webinar":"No","individual_id":"266346","members_type":"CORP","time_zone":"2","area_code":"888","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501290","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 mai 2025 bv\r\n27 mai 2025 bv\r\n2 juin 2025 bv\r\n5 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T14:46:00-04:00","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25O02274","temp_intcode_for_auto_old_int_code":"6","organization_id":"260340.0","pds_august":"1","pds_september":"1","last_act_type":"2021-03-16","number_of_passed_courses":"0","pds_october":"1","regular_email_change_date":"2025-11-13T11:16:22-05:00","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"sephg22@hotmail.com","formatted_paid_thru":"31\/01\/2021","latest_paid_thru":"2021-01-31"}},"seriesid":"163"}
{"contact":{"id":"5261","email":"eggoguen02@monccnb.ca","first_name":"Ghislain","last_name":"Goguen","phone":"5065774730","orgname":"","customer_acct_name":"","tags":"CSV imported, F24 Webinar registration QC, F24 Webinar QC, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07450","province":"NB","full_name":"Ghislain Goguen","language":"French","origin":"2024 FALL","domain_1":"monccnb.ca","lapsed_expiration_date":"2022-02-02","individual_id":"295209","time_zone":"1","area_code":"506","region":"NB","lead_status":"Lapsed Member","attended_webinar":"No","last_engaged_date":"2024-12-16","old_do_id":"LB2500617","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":"L25C07450","phone_2":"5065774507","last_act_type":"2020-11-27","pcl_status":"P","pcl_completion_date":"2021-04-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"eggoguen02@monccnb.ca","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"16321","email":"admin@plusindustries.ca","first_name":"Candy","last_name":"Tyacke","phone":"3067526500","orgname":"Plus Industries Inc.","customer_acct_name":"Plus Industries Inc.","tags":"Fixed deal, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"SK","full_name":"Candy Tyacke","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-09-24","domain_1":"plusindustries.ca","lapsed_expiration_date":"2022-11-02","do_id":"LB2501776","individual_id":"305552","time_zone":"3","area_code":"306","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"CNPIRETO00777","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"May 26 2025 Refused with explanation , We have outsourced our payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T12:57:00-04:00","onesentencenotrenewed":"We have outsourced our payroll that is why we did not renew.","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"LB2501776","temp_intcode_for_auto_old_int_code":"21","organization_id":"305553","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"admin@plusindustries.ca","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8316","email":"limacent@bmts.com","first_name":"Liana","last_name":"MacMillan","phone":"6044922066","orgname":"Limac Enterprises","customer_acct_name":"Limac Enterprises","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Liana MacMillan","language":"English","origin":"Lapsed members","explicit_consent_date":"2019-02-25","domain_1":"bmts.com","individual_id":"273336","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"L25O00138","time_zone":"5","province":"BC","members_type":"CAND","new_member_date_2":"2021-01-29","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","canceldate":"2023-04-04","intcode":"21","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 She is the sole proprietor of Limac Enterprises and she only has 2clients at the moment and she works for another company part time.She may become a member again in the future.","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T13:17:00-04:00","organization_id":"273335","pds_july":"2","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"LB2506102","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","old_int_code":"14","onesentencenotrenewed":"CAND reached 3 years limit for renewal","date_of_renewal_identification":"","pds_september":"2","last_infoline_date_type":"2020-11-09","last_act_type":"2022-02-24","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-05-03","number_of_passed_courses":"2","pds_october":"2","trc":"True","wera":"False","pds_november":"2","do_id":"LB2506102","npi_email_temp":"limacent@bmts.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2021-01-31","corp_cancel_date":"2021-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5017","email":"aminatouf@hotmail.com","first_name":"Aminatou","last_name":"Fofana","phone":"6137428960","orgname":"Conseil des \u00c9coles Publiques de l'Est de l'Ontario","customer_acct_name":"Conseil des \u00c9coles Publiques de l'Est de l'Ontario","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501304","province":"QC","extension_phone_1":"2888","full_name":"Aminatou Fofana","language":"French","origin":"Lapsed Members","explicit_consent_date":"2012-11-05","attended_webinar":"No","lapsed_expiration_date":"2012-11-05","members_type":"CAND","time_zone":"2","area_code":"613","region":"QC","lead_status":"Refused","old_do_id":"Q7186","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","individual_id":"207991","cpa_certification":"SCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"14 mai 2025 bv\r\n27 mai 2025 bv\r\n2 juin 2025 bv\r\n5 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T14:49:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2026-12-31","new_member_date_2":"2026-01-07","temp_do_id_for_auto_old_do_id":"LB2501304","temp_intcode_for_auto_old_int_code":"6","phone_2":"8195256505","last_infoline_date_type":"2019-03-20","last_conf_date_type":"2016-06-15","last_act_type":"2026-07-04","pcl_status":"P","pcl_completion_date":"2026-04-08","pf1_status":"P","pf1_completion_date":"2013-10-24","pf2_status":"P","pf2_completion_date":"2014-08-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-10-24","number_of_passed_courses":"4","regular_email_change_date":"2025-11-13T11:16:23-05:00","trc":"True","wera":"False","npi_email_temp":"aminatouf@hotmail.com","pcl_completion_date_5":"2031-04-08","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"9841","email":"jackie.chan@angloamerican.com","first_name":"Jackie","last_name":"Chan","phone":"6046963513","orgname":"Anglo American Exploration Canada Ltd","customer_acct_name":"Anglo American Exploration Canada Ltd","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01595","province":"BC","full_name":"Jackie Chan","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2011-10-18","domain_1":"angloamerican.com","lapsed_expiration_date":"2022-12-02","individual_id":"189057","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-08-11","old_do_id":"LB2500442","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 20 2025  m  Aug 12 2025 vm\r\nLN Nov 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-03T14:56:00-05:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01595","temp_intcode_for_auto_old_int_code":"6","organization_id":"191437","pds_august":"4","pds_september":"4","last_act_type":"2022-11-17","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"jackie.chan@angloamerican.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9857","email":"becca.mcwilliams@gmail.com","first_name":"Becky","last_name":"McWilliams","phone":"4033995209","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07305","full_name":"Becky McWilliams","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"298629","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503113","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":"2021-03-03","temp_do_id_for_auto_old_do_id":"L25C07305","phone_2":"4033995209","last_act_type":"2021-03-03","pcl_status":"P","pcl_completion_date":"2021-05-17","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"becca.mcwilliams@gmail.com","pcl_completion_date_5":"2026-05-17","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"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","latest_paid_thru":"2020-04-30","company_paid_thru":"2020-04-30","corp_cancel_date":"2020-07-03","company_status":"I"}},"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","latest_paid_thru":"2021-10-31"}},"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","latest_paid_thru":"2020-06-30","company_paid_thru":"2020-06-30","corp_cancel_date":"2020-09-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5388","email":"sabrina.drouin@clubdejeuner.org","first_name":"Sabrina","last_name":"Drouin","phone":"4506413230","orgname":"Club des Petits D\u00e9jeuners du Canada","customer_acct_name":"Club des Petits D\u00e9jeuners du Canada","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00122","province":"QC","extension_phone_1":"3314","full_name":"Sabrina Drouin","language":"French","origin":"2023 lapsed Members","domain_1":"clubdejeuner.org","attended_webinar":"No","lapsed_expiration_date":"2023-06-02","individual_id":"311657","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETA00456","members_type":"AST","new_member_date_2":"2022-03-30","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","no_email_solicitation":"FALSE","pds_march":"1","intcode":"03","blocnote":"17 juin 2025 bv\n2026 May 08 call reached automated system, no human interaction\n2026 May 08 call ended with no answer from Sabrina","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:04-04:00","pds_july":"1","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00122","temp_intcode_for_auto_old_int_code":"03","pds_august":"1","phone_2":"5149622920","pds_september":"1","last_infoline_date_type":"2022-10-14","last_act_type":"2022-10-14","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"sabrina.drouin@clubdejeuner.org","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:47-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent attempted to reach Sabrina but was unable to connect with her during the call. The call ended due to inactivity without any conversation taking place.","aitm_callsummarytitle":"No answer from Sabrina","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bbc1ee461ff21cac5bfe2b20f68","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bbc1ee461ff21cac5bfe2b20f68","old_int_code":"6"}},"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","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9943","email":"cherrytot@gmail.com","first_name":"Sau","last_name":"Suen","phone":"6046686000","orgname":"Richmond School District","customer_acct_name":"Richmond School District","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"do_id":"L25P02446","full_name":"Sau Wai Suen","language":"English","origin":"Lapsed Spring 2024","individual_id":"295769","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502581","time_zone":"5","province":"BC","members_type":"PRO","phone_2":"7789192683","pipeline_1_lapsed_members":"Lapsed Members","intcode":"03","blocnote":"Mar 13 2025 vm Cherry ?\r\nMar 25 2025 She refused because she said is more in finance than payroll.\n2026 May 12 contact at Richmond School Board did not confirm Sau Suen's availability; advised to email human.resources@sd38.bc.ca for follow-up.\n2026 May 14 - reached administration voicemail; no live contact\n2026 May 14 - Reached voicemail; no contact made\n2026 May 19 reached voicemail at Richmond School Board\n2026 May 19 call reached voicemail.\n2026 May 21 call transferred to operator who requested email with full details to forward call.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:09-04:00","onesentencenotrenewed":"Contact directed to send an email for follow-up instead of direct conversation.","canceldate":"2024-02-03","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2023-11-30","new_member_date_2":"2020-12-10","temp_do_id_for_auto_old_do_id":"L25P02446","temp_intcode_for_auto_old_int_code":"03","last_act_type":"2024-03-05","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-01-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"cherrytot@gmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","thewithdrawaldate":"2024-02-03","aitm_status_called":"2026-05-21T12:32:09-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called the Richmond School Board and was transferred to an operator who requested that the agent send an email with the full name and details of the person they wished to speak with. The agent acknowledged and agreed to send the email and ended the call.","aitm_callsummarytitle":"Call transferred to operator, email requested","notrenewedwanttorenew":"No","mini_nps":"3","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"06","prootherreasonsnottorenew":"Contact was not available to speak directly and requested email communication instead.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","concernquestion":"Contact requested that the agent send an email to human.resources@sd38.bc.ca to follow up on Sau Suen's availability and membership information, as they were unsure if Sau Suen works in the district.","retell_call_status":"ended","session_id":"call_348284ed29d7799c4a3ff9d5d40","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_348284ed29d7799c4a3ff9d5d40","number_of_calls_reached":"3"}},"seriesid":"163"}
{"contact":{"id":"6336","email":"ginasadiq@hotmail.com","first_name":"Gultan","last_name":"Sadiq","phone":"9058504350","orgname":"Adeco","customer_acct_name":"Adeco","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502064","full_name":"Gultan Sadiq","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2015-02-26","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"C16190","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","individual_id":"221568","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":"2015-02-26","temp_do_id_for_auto_old_do_id":"LB2502064","temp_intcode_for_auto_old_int_code":"21","phone_2":"9055533473","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2014-02-11","pf1_status":"P","pf1_completion_date":"2014-03-10","pf2_status":"P","pf2_completion_date":"2014-05-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-02-26","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"EXEMPTED","npi_email_temp":"ginasadiq@hotmail.com","pcl_completion_date_5":"2019-02-11","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29"}},"seriesid":"163"}
{"contact":{"id":"5029","email":"comptabilite@effenti.ca","first_name":"St\u00e9phane","last_name":"Bernier","phone":"4187811777","orgname":"Effenti Inc.","customer_acct_name":"Effenti Inc.","tags":"CSV imported, NPIdealed, 250529 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501311","province":"QC","full_name":"St\u00e9phane Bernier","language":"French","origin":"Lapsed Members","explicit_consent_date":"2018-05-17","domain_1":"effenti.ca","attended_webinar":"No","lapsed_expiration_date":"2018-05-17","individual_id":"263635","members_type":"CORP","time_zone":"2","area_code":"418","region":"QC","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"Q7210","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"14 mai ligne occupe","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T13:34:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"LB2501311","temp_intcode_for_auto_old_int_code":"16","organization_id":"263624","last_act_type":"2018-05-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"comptabilite@effenti.ca","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","company_paid_thru":"2020-04-30","corp_cancel_date":"2020-07-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10385","email":"dannielleanderson042@live.ca","first_name":"Danielle","last_name":"Anderson","phone":"2893386801","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":"L25C06510","full_name":"Danielle Anderson","language":"English","origin":"Lapsed Spring 2024","individual_id":"306970","area_code":"289","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502424","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"2893386801","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T13:47:00-05:00","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":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"she didn't use anything from being a member","careerchange":"No","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":"2024-01-05","paid_thru":"2023-10-31","new_member_date_2":"2021-11-05","temp_do_id_for_auto_old_do_id":"L25C06510","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-10-26","pcl_status":"F","pcl_completion_date":"2022-04-10","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"1","npi_email_temp":"dannielleanderson042@live.ca","pcl_completion_date_5":"2027-04-10","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"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","latest_paid_thru":"2024-12-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no message left\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","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","latest_paid_thru":"2020-02-29","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:30-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached the voicemail of the intended contact, Shelley, and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4a3e60c74d786fa5f007f3eb3f1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4a3e60c74d786fa5f007f3eb3f1","notrenewedwanttorenew":"No"}},"seriesid":"163"}
{"contact":{"id":"5012","email":"moineaujp1@videotron.ca","first_name":"Jean-Pierre","last_name":"Moineau","phone":"4509024864","orgname":"Argex Titanium INC.","customer_acct_name":"Argex Titanium INC.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02559","province":"QC","full_name":"Jean-Pierre Moineau","language":"French","origin":"Lapsed Members","explicit_consent_date":"2014-05-13","attended_webinar":"No","lapsed_expiration_date":"2014-05-13","members_type":"AST","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501301","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"225486","canceldate":"2020-07-03","cpa_certification":"SCP","new_member_date_2":"2014-05-13","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"14 mai 2025 bv\r\n27 mai 2025 bv\r\n2 juin 2025 bv\r\n5 juin 2025 bv\n2026-05-08 invalid phone destination, phone: +14509024864\n2026 May 08 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:49-04:00","pipeline_2_members_only_ast":"","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25A02559","temp_intcode_for_auto_old_int_code":"06","phone_2":"5148054702","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-09-04","pf1_status":"P","pf1_completion_date":"2014-11-20","pf2_status":"P","pf2_completion_date":"2015-02-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-09-17","number_of_passed_courses":"4","regular_email_change_date":"2025-11-13T11:16:17-05:00","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"moineaujp1@videotron.ca","pcl_completion_date_5":"2019-09-04","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:26:43-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","session_id":"call_5b6ecf66be8843e871b02dec32c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5b6ecf66be8843e871b02dec32c","npi_transcriptsummary":"The call was an outbound attempt to reach the contact, but it ended quickly with the contact stating they were not available. The call disconnected after reaching voicemail without further conversation.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
{"contact":{"id":"5390","email":"myleneferland@gmail.com","first_name":"Mylene","last_name":"Ferland","phone":"5143969429","orgname":"Artifact Group","customer_acct_name":"Artifact Group","tags":"CSV imported, F24 Webinar registration QC, F24 Webinar QC, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00128","province":"QC","full_name":"Mylene Ferland","language":"French","origin":"2024 FALL","attended_webinar":"Yes","lapsed_expiration_date":"2023-06-06","individual_id":"312376","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-17","old_do_id":"QNPIRETA00462","members_type":"AST","new_member_date_2":"2022-06-02","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-06","no_email_solicitation":"FALSE","intcode":"15","blocnote":"17 juin 2025 bv\n2026 May 08 call disconnected early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:56-04:00","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A00128","temp_intcode_for_auto_old_int_code":"15","phone_2":"4389931557","last_infoline_date_type":"2022-09-20","last_act_type":"2023-06-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"myleneferland@gmail.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:56-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and the agent attempted to confirm the contact's identity but did not engage in a full conversation or complete any tasks.","aitm_callsummarytitle":"Unsuccessful call - no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f30fa3a695b4f9aaccc8fb29dc4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f30fa3a695b4f9aaccc8fb29dc4","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5031","email":"rh@industriesrainville.com","first_name":"Annie","last_name":"Couture","phone":"4503475521","orgname":"Industries Rainville","customer_acct_name":"Industries Rainville","tags":"CSV imported, F24 Webinar registration QC, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02067","province":"QC","full_name":"Annie Couture","language":"French","origin":"Lapsed Members","explicit_consent_date":"2017-05-12","domain_1":"industriesrainville.com","attended_webinar":"No","lapsed_expiration_date":"2017-05-12","individual_id":"252793","members_type":"CORP","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501313","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"compl\u00e9ter le 14 mai 2025","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T10:28:00-04:00","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25O02067","temp_intcode_for_auto_old_int_code":"6","organization_id":"252791","pds_august":"10","pds_september":"10","last_act_type":"2020-06-16","number_of_passed_courses":"0","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"rh@industriesrainville.com","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","company_paid_thru":"2020-04-30","corp_cancel_date":"2020-07-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5074","email":"fblais@subarusherbrooke.com","first_name":"Olivier","last_name":"Taschereau","phone":"8195641600","orgname":"Subaru Sherbrooke","customer_acct_name":"Subaru Sherbrooke","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01976","province":"QC","full_name":"Olivier Taschereau","language":"French","origin":"Lapsed Members","explicit_consent_date":"2019-10-18","domain_1":"subarusherbrooke.com","attended_webinar":"No","lapsed_expiration_date":"2019-10-18","individual_id":"288546","members_type":"CORP","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501356","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T14:22:00-04:00","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01976","temp_intcode_for_auto_old_int_code":"16","organization_id":"281969","phone_2":"8195641600","last_act_type":"2021-11-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fblais@subarusherbrooke.com","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-10-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5343","email":"stephanie.l.tremblay@hotmail.com","first_name":"Stephanie","last_name":"Tremblay","phone":"5819991213","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":"L25C07634","full_name":"Stephanie Laflamme Tremblay, Adjointe a la Paie","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"302966","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2504102","members_type":"CAND","province":"QC","area_code":"581","time_zone":"2","phone_2":"5819991213","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","intcode":"11","blocnote":"lnc.21 nov 2025 n'est plus membre depuis 2 ans car ne fait plus de paie et ne veut pas recevoir de documentation","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T09:46:00-05:00","paid_thru":"2022-11-30","new_member_date_2":"2021-12-08","temp_do_id_for_auto_old_do_id":"L25C07634","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2022-10-02","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"6","npi_email_temp":"stephanie.l.tremblay@hotmail.com","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
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{"contact":{"id":"29559","email":"renee.t.peng@gmail.com","first_name":"Tzu","last_name":"Peng","phone":"7807075888","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1112","full_name":"Tzu Yen Peng","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7807075888","lead_status":"Renewed APX","new_member_date_2":"2023-09-15","last_engaged_date":"2025-07-04","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"175025","canceldate":"2020-08-05","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"4","blocnote":"May 5 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T12:59:00-04:00","intcode":"06","pipeline_1_lapsed_members":"","cert_status":"PENDING","career_july":"1","member_july":"1","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":"AST1112","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-08-29","telemarketing_call_date":"2026-05-05","pcl_status":"P","pcl_completion_date":"2024-07-22","pf1_status":"P","pf1_completion_date":"2024-07-19","pf2_status":"P","pf2_completion_date":"2019-03-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-13","number_of_passed_courses":"4","old_int_code":"99","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:26-05:00","npi_email_temp":"renee.t.peng@gmail.com","pcl_completion_date_5":"2029-07-22","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
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{"contact":{"id":"5420","email":"cricri1969@hotmail.com","first_name":"Christiane","last_name":"Baillargeon","phone":"4507609600","orgname":"Transport M Charette Inc.","customer_acct_name":"Transport M Charette Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07063","province":"QC","full_name":"Christiane Baillargeon, non-cpa","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2004-10-22","individual_id":"291465","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501533","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","paid_thru":"2022-07-31","new_member_date_2":"2020-08-17","temp_do_id_for_auto_old_do_id":"L25C07063","phone_2":"5145063163","last_infoline_date_type":"2021-12-16","last_act_type":"2021-12-16","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"F","pf1_completion_date":"2021-04-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"cricri1969@hotmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"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":"2022-08-12","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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"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, TMAI","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":"02","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 contact interested in renewal, asked about membership type for company, sent application form - NPI# 8124","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:49-04:00","pds_july":"1","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00072","temp_intcode_for_auto_old_int_code":"02","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","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-11T13:06:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent spoke with Karen about her lapsed Associate membership and asked survey questions regarding her membership experience. Karen expressed interest in renewing but inquired about the appropriate membership type for her company needs. The agent offered to forward her question for follow-up and sent her the Associate Membership application form via email.","aitm_callsummarytitle":"Membership Renewal Interest and Application Sent","notrenewedwanttorenew":"Yes","mini_nps":"4","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_76ea7f73ff7387dd5b3caadaa17","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_76ea7f73ff7387dd5b3caadaa17","sendapplicationform":"2026-05-11T13:16:00-04:00","initialvalue":"Seminar","age_range":"46-60","old_int_code":"6","concernquestion":"Contact asked about the correct membership type for her company and courses for employees, which the agent noted for follow-up.","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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":{"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","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":"2025-06-05","last_act_type":"2026-02-01","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","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"16340","email":"mgrabatin@lydale.com","first_name":"Monika","last_name":"Grabatin","phone":"3066682580","orgname":"Lydale Construction","customer_acct_name":"Lydale Construction","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"extension_phone_1":"3","full_name":"Monika Grabatin","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2019-02-19","domain_1":"lydale.com","attended_webinar":"Yes","do_id":"L25O02126","individual_id":"273039","members_type":"CORP","time_zone":"3","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501932","province":"SK","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"May 26 2025 vm\r\nAug 11 2025 Survey completed The company was acquired by another business.","dhmsfin_telemarketing_last_contacted_date":"2025-08-11T17:00:00-04:00","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":"Yes","careerchangespecify":"Our company was acquired by another company. It was not my decision.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"Yes","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2020-01-31","temp_do_id_for_auto_old_do_id":"L25O02126","temp_intcode_for_auto_old_int_code":"1","organization_id":"101087","last_act_type":"2020-04-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mgrabatin@lydale.com","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31","company_paid_thru":"2020-01-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5329","email":"pepasca28@gmail.com","first_name":"Pascaline","last_name":"Congera","phone":"6137416025","orgname":"Eastern Ottawa Resource Centre","customer_acct_name":"Eastern Ottawa Resource 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":"L25C07047","province":"ON","full_name":"Pascaline Congera","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2002-11-22","individual_id":"298059","time_zone":"2","area_code":"613","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-18","old_do_id":"LB2501392","members_type":"CAND","phone_2":"6138509405","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"24 avril 2025 bv\r\n29 avril 2025 r\u00e9pond au nom de Cyndi appeler mardi au vendredi de 1 a 4 hrs\r\n30 avril 2025 bv\r\n12 mai 2025 rappeler mardi\r\n27 mai 2025 bv\r\n3 juin 2025 bv\r\n17 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T11:44:00-05:00","paid_thru":"2022-08-31","new_member_date_2":"2021-09-10","temp_do_id_for_auto_old_do_id":"L25C07047","temp_intcode_for_auto_old_int_code":"6","extension_phone_1":"131","last_infoline_date_type":"2022-08-08","last_act_type":"2022-08-08","pcl_status":"P","pcl_completion_date":"2022-01-16","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"pepasca28@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"5026","email":"nalap22@hotmail.com","first_name":"Nathalie","last_name":"Laprade","phone":"4186503535","orgname":"Meridian Bioscience Canada Inc.","customer_acct_name":"Meridian Bioscience Canada Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02013","province":"QC","extension_phone_1":"274","full_name":"Nathalie Laprade, CPA, CA","language":"French","origin":"Lapsed Members","explicit_consent_date":"2017-09-29","attended_webinar":"Yes","lapsed_expiration_date":"2017-09-29","individual_id":"256798","members_type":"CORP","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501309","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 mai 2025 bv\r\n28 mai 2025 bv\r\n15 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T10:26:00-04:00","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25O02013","temp_intcode_for_auto_old_int_code":"6","organization_id":"256797","pds_august":"1","pds_september":"1","last_infoline_date_type":"2017-09-28","last_act_type":"2020-10-27","number_of_passed_courses":"0","pds_october":"1","regular_email_change_date":"2025-11-13T11:16:36-05:00","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"nalap22@hotmail.com","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"seriesid":"163"}
{"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":"2021-11-01","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","latest_paid_thru":"2022-01-31","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5060","email":"gregcecchin@gmail.com","first_name":"Gregory","last_name":"Cecchin-L\u00e9ger","phone":"5145649993","orgname":"LXRandCo","customer_acct_name":"LXRandCo","tags":"CSV imported, NPIdealed, 250515 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02063","province":"QC","full_name":"Gregory Cecchin-L\u00e9ger","language":"French","origin":"Lapsed Members","explicit_consent_date":"2018-04-30","attended_webinar":"No","lapsed_expiration_date":"2018-04-30","individual_id":"247092","members_type":"CORP","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501342","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T11:44:00-04:00","old_int_code":"8","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25O02063","temp_intcode_for_auto_old_int_code":"0","organization_id":"263016","phone_2":"5142972065","last_act_type":"2018-04-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gregcecchin@gmail.com","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","company_paid_thru":"2020-04-30","corp_cancel_date":"2020-07-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5049","email":"elie@mercedestextiles.com","first_name":"Emilie","last_name":"Lie","phone":"5143354337","orgname":"Mercedes Textiles Limited","customer_acct_name":"Mercedes Textiles Limited","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02016","province":"QC","extension_phone_1":"224","full_name":"Emilie Lie, CPA, CA","language":"English","origin":"Lapsed Members","explicit_consent_date":"2009-08-27","domain_1":"mercedestextiles.com","attended_webinar":"Yes","lapsed_expiration_date":"2009-08-27","individual_id":"281486","members_type":"CORP","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-17","old_do_id":"LB2501331","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 mai 2025 bv\r\n29 mai 2025 bv\r\n3 juin 2025 bv\r\n16 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-16T10:29:00-04:00","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25O02016","temp_intcode_for_auto_old_int_code":"6","organization_id":"157684","phone_2":"4506722373","last_act_type":"2020-09-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"elie@mercedestextiles.com","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31","company_paid_thru":"2020-07-31","corp_cancel_date":"2020-10-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6673","email":"jmchan1515@hotmail.com","first_name":"Judy","last_name":"Chan","phone":"4162311610","orgname":"Northstar Scaffold Inc.","customer_acct_name":"Northstar Scaffold Inc.","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":"Judy Chan, CPA","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-08-06","lapsed_expiration_date":"2022-08-03","individual_id":"12746","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"LB2500641","time_zone":"2","members_type":"PRO","phone_2":"6478365305","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Apr 1 2025 Judy is no longer there and the lady who answered is not authorized to provide any names","dhmsfin_telemarketing_last_contacted_date":"2025-04-01T18:34:00-04:00","canceldate":"2020-06-29","cpa_certification":"PCP","cert_status":"WITHDRAWN","organization_id":"289413","pds_july":"4","paid_thru":"2023-08-31","new_member_date_2":"2019-08-06","temp_do_id_for_auto_old_do_id":"LB2505674","temp_intcode_for_auto_old_int_code":"21","pds_august":"4","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_int_code":"16","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pds_september":"4","last_infoline_date_type":"2017-10-16","last_act_type":"2023-11-29","pcl_status":"P","pcl_completion_date":"2011-07-06","pf1_status":"P","pf1_completion_date":"2012-02-14","pf2_status":"P","pf2_completion_date":"2013-01-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-03-18","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pds_november":"4","do_id":"LB2505674","npi_email_temp":"jmchan1515@hotmail.com","pcl_completion_date_5":"2016-07-06","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6312","email":"rustamjaffer@hotmail.com","first_name":"Jameela","last_name":"Jaffer","phone":"9052377865","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02528","city_1":"AST","full_name":"Jameela Jaffer","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2012-07-16","individual_id":"163752","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502860","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-09-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2012-07-16","no_email_solicitation":"False","pds_march":"1","province":"ON","cert_status":"WITHDRAWN_CPE","time_zone":"2","pds_july":"1","paid_thru":"2020-06-30","intcode":"06","blocnote":"Aug 13 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human answer\n2026 May 11 call reached voicemail, no human answer\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:43-04:00","temp_do_id_for_auto_old_do_id":"L25A02528","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"9052377865","pds_september":"1","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-05-10","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":"2012-07-13","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"rustamjaffer@hotmail.com","pcl_completion_date_5":"2015-05-10","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached voicemail and the contact was not available to take the call.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_28b4e112af7b3f5833a2078980e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_28b4e112af7b3f5833a2078980e"}},"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","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5051","email":"lynegauthier@videotron.qc.ca","first_name":"Lyne","last_name":"Gauthier","phone":"5143512120","orgname":"Mat\u00e9riaux Construction Oldcastle Canada Inc.","customer_acct_name":"Mat\u00e9riaux Construction Oldcastle Canada Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02523","province":"QC","full_name":"Lyne Gauthier","language":"French","origin":"Lapsed Members","explicit_consent_date":"2000-07-01","attended_webinar":"No","lapsed_expiration_date":"2000-07-01","individual_id":"61551","members_type":"AST","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501333","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2003-11-05","new_member_date_2":"2002-09-01","no_email_solicitation":"False","intcode":"03","blocnote":"14 mai 2025 bv\r\n29 mai 2025 bv\r\n3 juin 2025 bv\r\n16 juillet 2025 bv\n2026 May 08 call ended after user gave instruction to press star key, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:50-04:00","pipeline_2_members_only_ast":"","organization_id":"39432","paid_thru":"2020-06-30","temp_do_id_for_auto_old_do_id":"L25A02523","temp_intcode_for_auto_old_int_code":"03","phone_2":"4506256672","last_act_type":"2002-06-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lynegauthier@videotron.qc.ca","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was initiated but the user only provided inaudible speech and did not engage in a conversation. The agent greeted the user, but the user only responded with an instruction to press the star key for English, and the call ended shortly after.","aitm_callsummarytitle":"Call ended after language selection prompt","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4365cb8be5be00ec5e5f50aee30","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4365cb8be5be00ec5e5f50aee30","number_of_calls_reached":"1","company_paid_thru":"2020-06-30","corp_cancel_date":"2020-09-02","company_status":"I"}},"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","latest_paid_thru":"2020-03-31","company_paid_thru":"2020-03-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6610","email":"isabella.jordan@kavokerrgroup.com","first_name":"Isabella","last_name":"Jordan","phone":"6136433719","orgname":"Beavers Dental Div of Sybron Canada LP","customer_acct_name":"Beavers Dental Div of Sybron Canada LP","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01891","full_name":"Isabella Jordan","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"11-avr-16","domain_1":"kavokerrgroup.com","individual_id":"242540","area_code":"714","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502167","time_zone":"5","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25O01891","organization_id":"242538","members_type":"CORP","intcode":"06","blocnote":"Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T12:44:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"isabella.jordan@kavokerrgroup.com","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","company_paid_thru":"2021-03-31","corp_cancel_date":"2021-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5099","email":"sac@agencedurabilite.ca","first_name":"Marie-Cl\u00e9mence","last_name":"Rogemond","phone":"5148683737","orgname":"Stationnement de Montr\u00e9al","customer_acct_name":"Stationnement de Montr\u00e9al","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501372","province":"QC","full_name":"Marie-Cl\u00e9mence Rogemond","language":"French","origin":"Lapsed Member","explicit_consent_date":"2018-03-26","domain_1":"statdemtl.qc.ca","attended_webinar":"No","lapsed_expiration_date":"2018-03-26","individual_id":"262054","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"Q7747","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"5 juin 2025 ne peu \u00eatre rejoindre que par courriel","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T15:48:00-04:00","temp_do_id_for_auto_old_do_id":"LB2501372","temp_intcode_for_auto_old_int_code":"16","npi_email_temp":"sac@agencedurabilite.ca"}},"seriesid":"163"}
{"contact":{"id":"5052","email":"cdelpy@geoahall.com","first_name":"Christine","last_name":"Delpy","phone":"5143521115","orgname":"Geo A.Hall Inc.","customer_acct_name":"Geo A.Hall Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02017","province":"QC","full_name":"Christine Delpy","language":"French","origin":"Lapsed Members","explicit_consent_date":"2022-06-17","domain_1":"geoahall.com","attended_webinar":"Yes","lapsed_expiration_date":"2019-08-06","individual_id":"281197","members_type":"CORP","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-18","old_do_id":"LB2501334","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 mai 2025 completer","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T10:08:00-04:00","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25O02017","temp_intcode_for_auto_old_int_code":"6","organization_id":"243433","pds_august":"2","phone_2":"4509640789","pds_september":"2","last_infoline_date_type":"2020-09-18","last_act_type":"2020-09-18","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"cdelpy@geoahall.com","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31","company_paid_thru":"2020-07-31","corp_cancel_date":"2020-10-02","company_status":"I"}},"seriesid":"163"}
{"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"235098","no_email_solicitation":"False","pds_march":"1","area_code":"403","time_zone":"4","blocnote":"May 5 2026 she is on leave try her back in a couple of weeks","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T11:56:00-04:00","nationalconferenceattend":"No","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"1","old_int_code":"31","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":"06","pds_september":"1","last_infoline_date_type":"2026-01-23","last_act_type":"2026-01-23","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2026-05-05","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","latest_paid_thru":"2026-10-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"225515","no_email_solicitation":"False","pds_march":"2","area_code":"647","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T13:17:00-04:00","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":"06","pds_september":"2","last_infoline_date_type":"2023-12-04","last_act_type":"2026-03-28","telemarketing_call_date":"2026-05-22","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":"99","pcl_completion_date_5":"2019-08-19","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"5020","email":"maeve119@hotmail.com","first_name":"St\u00e9phanie","last_name":"Lemieux","phone":"5143133370","orgname":"Ludia Inc.","customer_acct_name":"Ludia Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02508","province":"QC","full_name":"St\u00e9phanie Lemieux, CPA, CMA","language":"French","origin":"Lapsed Members","explicit_consent_date":"2012-10-09","attended_webinar":"Yes","lapsed_expiration_date":"2012-10-09","members_type":"AST","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501306","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"206938","canceldate":"2020-10-02","new_member_date_2":"2012-10-09","no_email_solicitation":"False","pds_march":"9","intcode":"15","blocnote":"14 mai 2025 bv\n2026 May 08 call disconnected early with mostly inaudible speech, no clear contact reached","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","pipeline_2_members_only_ast":"","pds_july":"9","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25A02508","temp_intcode_for_auto_old_int_code":"15","pds_august":"9","phone_2":"5142391433","pds_september":"9","last_infoline_date_type":"2019-03-12","last_act_type":"2022-02-25","number_of_passed_courses":"0","pds_october":"9","regular_email_change_date":"2025-11-13T11:16:30-05:00","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"maeve119@hotmail.com","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:53-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and mostly inaudible, with the agent attempting to confirm if they were speaking with St\u00e9phanie. The user did not provide clear responses, and the call ended without any meaningful conversation or task completion.","aitm_callsummarytitle":"Unsuccessful call with no clear contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"16","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5a69f8882c069bbf937278e2fbc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5a69f8882c069bbf937278e2fbc","number_of_calls_reached":"1"}},"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":"2021-07-02","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","latest_paid_thru":"2022-01-31"}},"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","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"5101","email":"christina.scheese@mail.weir","first_name":"Christy","last_name":"Scheese","phone":"5147444378","orgname":"Weir Canada Inc","customer_acct_name":"Weir Canada Inc","tags":"CSV imported, Bounced, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02249","province":"QC","full_name":"Christy Scheese","language":"English","origin":"Lapsed members","explicit_consent_date":"2020-06-01","domain_1":"mail.weir","attended_webinar":"No","lapsed_expiration_date":"2020-06-01","individual_id":"132772","members_type":"AST","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"L25O00001","new_member_date_2":"2018-03-14","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2020-06-01","no_email_solicitation":"False","pds_march":"1","organization_id":"33623","pds_july":"1","paid_thru":"2023-02-28","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:42-04:00","blocnote":"Aug 25 2025 vm\n2026 May 08 call reached voicemail, no message left\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no live contact\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no message left\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached automated system, no human interaction\n2026 May 15 call reached voicemail, no contact made","temp_do_id_for_auto_old_do_id":"L25A02249","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","phone_2":"5037023282","pds_september":"1","last_infoline_date_type":"2019-02-21","last_conf_date_type":"2014-06-17","last_act_type":"2023-04-13","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"christina.scheese@mail.weir","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:46-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_c44be9e8ac2b49a22e2f70d4828","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c44be9e8ac2b49a22e2f70d4828","old_int_code":"05","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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, TMAI","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\n2026 May 08 call reached Damon and Anissa, not Aiman Essa","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:51-04:00","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":"0","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":"08","last_act_type":"2019-12-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"aiman.k.essa@gmail.com","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:51-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Aiman Essa but spoke with different individuals named Damon and Anissa instead. The agent repeatedly asked to speak with Aiman Essa but did not reach the intended contact before the call ended.","aitm_callsummarytitle":"Did not reach intended contact","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4397118ddbd5d0f88956da16c68","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4397118ddbd5d0f88956da16c68","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5063","email":"administration@groupeclassique.ca","first_name":"Bernadette","last_name":"Gamache","phone":"5147333222","orgname":"BASQ International Inc.","customer_acct_name":"BASQ International Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02031","province":"QC","extension_phone_1":"228","full_name":"Bernadette Gamache","language":"English","origin":"Lapsed Members","explicit_consent_date":"2019-07-16","domain_1":"groupeclassique.ca","attended_webinar":"No","lapsed_expiration_date":"2019-07-16","individual_id":"278002","members_type":"CORP","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501345","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"refus cause 75 ans et a vendu son entreprise ma arr\u00eater et ma dit ne pr\u00e9f\u00e8re pas r\u00e9pondre","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T11:51:00-04:00","intcode":"11","paid_thru":"2020-06-30","temp_do_id_for_auto_old_do_id":"L25O02031","temp_intcode_for_auto_old_int_code":"11","organization_id":"278001","last_act_type":"2019-07-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"administration@groupeclassique.ca","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30","company_paid_thru":"2020-06-30","corp_cancel_date":"2020-09-02","company_status":"I"}},"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","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"5042","email":"gmillette.opt@gmail.com","first_name":"Genevi\u00e8ve","last_name":"Millette","phone":"4509785001","orgname":"M\u00e9lissa B.Goyer Opticienne Inc.","customer_acct_name":"M\u00e9lissa B.Goyer Opticienne Inc.","tags":"CSV imported, NPIdealed, 250515 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501324","province":"QC","extension_phone_1":"256","full_name":"Genevi\u00e8ve Millette","language":"French","origin":"Lapsed Members","explicit_consent_date":"1999-03-01","attended_webinar":"Yes","lapsed_expiration_date":"1999-03-01","individual_id":"105202","members_type":"CORP","time_zone":"2","area_code":"450","region":"QC","lead_status":"Refused","last_engaged_date":"2024-12-13","old_do_id":"Q7248","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T10:46:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2020-06-30","temp_do_id_for_auto_old_do_id":"LB2501324","temp_intcode_for_auto_old_int_code":"16","organization_id":"24914","pds_august":"10","pds_september":"10","last_conf_date_type":"2008-06-10","number_of_passed_courses":"0","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"gmillette.opt@gmail.com","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30","company_paid_thru":"2020-06-30","corp_cancel_date":"2020-09-02","company_status":"I"}},"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","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"16279","email":"bevmonias@msn.com","first_name":"Beverly","last_name":"Monias","phone":"2046763902","orgname":"Nikan Awasisak Agency","customer_acct_name":"Nikan Awasisak Agency","tags":"Fixed deal, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Beverly Monias","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-02-20","do_id":"LB2502081","time_zone":"3","area_code":"204","region":"CDN","lead_status":"Refused","old_do_id":"C16220","province":"MB","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"58163","canceldate":"2020-06-01","members_type":"AST","new_member_date_2":"2019-02-20","no_email_solicitation":"False","intcode":"21","blocnote":"may 26 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T12:40:00-04:00","pipeline_2_members_only_ast":"","old_int_code":"12","paid_thru":"2020-01-31","temp_do_id_for_auto_old_do_id":"LB2502081","temp_intcode_for_auto_old_int_code":"21","phone_2":"2043072435","last_act_type":"2019-05-04","pcl_status":"F","pcl_completion_date":"2019-12-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bevmonias@msn.com","pcl_completion_date_5":"2024-12-03","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","old_do_id":"L25A02524","pipeline_1_lapsed_members":"Refused Lapsed","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\n2026 May 08 call reached voicemail, contact not available\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 contact is retired and not working, does not want to renew, answered survey questions, rated satisfaction 4, age 61+","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:46-04:00","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":"4","age_range":"61+","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":"01","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","latest_paid_thru":"2020-06-30","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent contacted Weronika to discuss her lapsed NPI membership. Weronika explained she is retired and no longer working, so she chose not to renew. She answered survey questions about her past membership experience, rating it positively and providing her age range as 61 or above.","aitm_callsummarytitle":"Contact declined renewal due to retirement, completed survey","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a52e7472f6df5f1a1adfa8c9ca6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a52e7472f6df5f1a1adfa8c9ca6","onesentencenotrenewed":"I am retired and not working anymore, so I am not paying attention to the membership.","initialvalue":"Seminar","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29544","email":"shill@ufcw247.com","first_name":"Sandra","last_name":"Hill","phone":"6045358329","orgname":"UFCW Local 247","customer_acct_name":"UFCW Local 247","tags":"payrollcompliance visited, payroll.ca visited, Breaking News, 250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0610","full_name":"Sandra Hill","members_type":"AST","city_1":"Surrey","province":"BC","language":"English","lead_status":"Renewed APX","last_engaged_date":"2026-05-05","new_member_date_2":"2021-10-19","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"119407","no_email_solicitation":"False","pds_march":"18","area_code":"604","time_zone":"5","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-20T18:07:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T12:45:00-04:00","blocnote":"May 5 2026 completed with one email sent","resourceaware":"Yes","resourcevisitedselfreport":"Last month","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"18","old_int_code":"06","pds_july":"18","paid_thru":"2026-09-30","date_of_renewal_identification":"2025-10-09","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"18","temp_do_id_for_auto_old_do_id":"AST0610","temp_intcode_for_auto_old_int_code":"31","pds_september":"18","last_infoline_date_type":"2026-04-24","last_conf_date_type":"2026-06-02","last_act_type":"2026-04-24","telemarketing_call_date":"2026-05-05","number_of_passed_courses":"0","pds_october":"18","trc":"False","wera":"False","sendaidate":"2026-05-05T12:45:27-04:00","pds_november":"18","npi_email_temp":"shill@ufcw247.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","sendaigeneral":"2026-05-05T12:45:00-04:00","sendaiemail":"2026-05-05T12:45:26-04:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" "}},"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","latest_paid_thru":"2022-08-31"}},"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":"8417","email":"gendron1972@hotmail.com","first_name":"Michelle","last_name":"Gendron","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502916","full_name":"Michelle Gendron","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-11-05","individual_id":"226963","region":"CDN","lead_status":"Refused","old_do_id":"C16420","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":"2014-11-05","temp_do_id_for_auto_old_do_id":"LB2502916","temp_intcode_for_auto_old_int_code":"21","phone_2":"4169868181","last_act_type":"2021-06-04","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":"gendron1972@hotmail.com","pcl_completion_date_5":"2019-09-08","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31"}},"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","latest_paid_thru":"2021-10-31"}},"seriesid":"163"}
{"contact":{"id":"5069","email":"tina.modi@pj.ca","first_name":"Tina","last_name":"Modi","phone":"5149346511","orgname":"Pages Jaunes Solutions Num\u00e9riques & Media Limit\u00e9e","customer_acct_name":"Pages Jaunes Solutions Num\u00e9riques & Media Limit\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":"L25O02085","province":"QC","full_name":"Tina Modi","language":"English","origin":"Lapsed Members","explicit_consent_date":"2007-04-12","domain_1":"pj.ca","attended_webinar":"No","lapsed_expiration_date":"2007-04-12","individual_id":"189276","members_type":"CORP","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501351","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"15 mai 2025 bv\r\n2 juin 2025 bv\r\n2 juiller 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-02T15:15:00-04:00","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25O02085","temp_intcode_for_auto_old_int_code":"6","organization_id":"115868","pds_august":"3","pds_september":"3","last_act_type":"2020-05-13","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"tina.modi@pj.ca","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31","company_paid_thru":"2020-03-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5008","email":"chantal.carriere@plombco.com","first_name":"Chantal","last_name":"Carriere","phone":"8006117074","orgname":"Plombco Inc","customer_acct_name":"Plombco Inc","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02585","province":"QC","extension_phone_1":"1291","full_name":"Chantal Carriere","language":"French","origin":"Lapsed Members","explicit_consent_date":"2018-03-19","domain_1":"plombco.com","attended_webinar":"No","lapsed_expiration_date":"2018-03-19","members_type":"AST","time_zone":"2","area_code":"800","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501298","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"261773","canceldate":"2020-06-01","new_member_date_2":"2018-03-19","no_email_solicitation":"False","intcode":"15","blocnote":"14 mai 2025 bv\r\n27 mai 2024 bv\r\n3 juin 2025 bv\r\n5 juin 2025 bv\r\n17 dec 2025 bv\n2026 May 08 call disconnected due to inactivity before conversation completion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:50-04:00","pipeline_2_members_only_ast":"","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25A02585","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2018-11-09","last_act_type":"2019-01-24","number_of_passed_courses":"0","regular_email_change_date":"2025-11-13T11:16:15-05:00","trc":"False","wera":"False","npi_email_temp":"chantal.carriere@plombco.com","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Chantal and held the line while the user was on hold. The call ended without a clear conversation or completion of the intended survey or renewal discussion.","aitm_callsummarytitle":"Call disconnected before conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_27e6a09681c9b760c840c5b541e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_27e6a09681c9b760c840c5b541e","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"6344","email":"eeb_1962@yahoo.com","first_name":"Eusebio","last_name":"Bravo","phone":"7788703362","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02453","full_name":"Eusebio Bravo","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2014-11-25","individual_id":"225277","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502996","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-02-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2014-11-25","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","province":"BC","time_zone":"5","paid_thru":"2020-11-30","intcode":"02","blocnote":"Aug 13 2025 vm\r\nOct 30 2025 vm\n2026 May 08 no answer from contact, call ended due to inactivity\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 contact wants to renew and sent the email - NPI# 6344","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:06:42-04:00","temp_do_id_for_auto_old_do_id":"L25A02453","temp_intcode_for_auto_old_int_code":"02","phone_2":"7788703362","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-06-20","pf1_status":"P","pf1_completion_date":"2014-07-21","pf2_status":"P","pf2_completion_date":"2014-07-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-12-05","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"eeb_1962@yahoo.com","pcl_completion_date_5":"2019-06-20","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-11T14:21:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent successfully reached Eusebio and confirmed his identity. Eusebio expressed interest in renewing his National Payroll Institute membership, and the agent sent him an application form via email. The agent then conducted a brief survey, recording Eusebio's reasons for joining, satisfaction rating, and age range before ending the call.","aitm_callsummarytitle":"Successful renewal intent and survey completion","notrenewedwanttorenew":"Yes","mini_nps":"5","onesentencenotrenewed":"No response from contact to discuss renewal.","initialvalue":"Designation","othermemberbenefit":"No interaction to determine reason.","old_int_code":"06","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"61+","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_5c30833dd31a2bed374c6b8d3b0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5c30833dd31a2bed374c6b8d3b0","number_of_calls_reached":"2","sendapplicationform":"2026-05-11T14:26:00-04:00"}},"seriesid":"163"}
{"contact":{"id":"5058","email":"maisonlesetapes@videotron.ca","first_name":"Jean","last_name":"Louis","phone":"5144889119","orgname":"Forward House Inc.","customer_acct_name":"Forward House Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01993","city_1":"Montr\u00e9al","province":"QC","full_name":"Jean Edouard Louis","language":"French","origin":"Lapsed Members","explicit_consent_date":"2017-09-12","attended_webinar":"Yes","lapsed_expiration_date":"2017-09-12","individual_id":"256062","members_type":"CORP","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501340","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 mai 2025 a rappeler a savoir si m louis est toujours en poste\r\n2 juin 2025 bv\r\n2 juillet 2025 partit banque","dhmsfin_telemarketing_last_contacted_date":"2025-07-02T15:53:00-04:00","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25O01993","temp_intcode_for_auto_old_int_code":"6","organization_id":"256061","last_act_type":"2020-10-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"maisonlesetapes@videotron.ca","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"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":{"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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"5019","email":"arthur.etty@yahoo.com","first_name":"Arthur","last_name":"Etty","phone":"5146996997","orgname":"Melzane Consulting Inc.","customer_acct_name":"Melzane Consulting Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02498","province":"QC","full_name":"Arthur Joseph Etty","language":"French","origin":"2022 Winter","explicit_consent_date":"2022-09-14","attended_webinar":"No","individual_id":"164988","members_type":"PRO","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501291","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 mai 2025 a d\u00e9buter le sondage mais le temps lui manquait c'\u00e9tait trop long a son gout mais ns a autoriser a le rappeler\r\n2 juin 2025 na pas le temps et semble pas int\u00e9resser a r\u00e9pondre","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T14:47:00-04:00","cert_status":"WITHDRAWN","canceldate":"2021-12-02","new_member_date_2":"2020-10-23","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25P02498","temp_intcode_for_auto_old_int_code":"6","cpa_certification":"SCP","pds_august":"1","phone_2":"5146996997","pds_september":"1","last_act_type":"2022-02-03","pcl_status":"P","pcl_completion_date":"2010-06-07","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":"2018-02-08","number_of_passed_courses":"4","pds_october":"1","regular_email_change_date":"2025-11-13T11:16:24-05:00","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"arthur.etty@yahoo.com","pcl_completion_date_5":"2015-06-07","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"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, TMAI","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\n2026-05-08 invalid phone destination, phone: +14169879777\n2026-05-08 invalid phone destination, phone: +14169879777","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","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","latest_paid_thru":"2020-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:56:45-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_8dcca371e952c21cfd8eb38b44a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8dcca371e952c21cfd8eb38b44a"}},"seriesid":"163"}
{"contact":{"id":"6324","email":"sh.jmes@gmail.com","first_name":"Sherry","last_name":"James","phone":"5149152086","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02495","city_1":"AST","full_name":"Sherry James","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-09-04","individual_id":"225691","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502911","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-11-03","members_type":"AST","new_member_date_2":"2018-09-04","no_email_solicitation":"False","province":"QC","time_zone":"2","paid_thru":"2020-08-31","intcode":"15","blocnote":"Aug 13 2025 vm\n2026 May 08 voicemail reached, message left for Sherry James\n2026 May 08 voicemail reached, message left\n2026 May 11 left voicemail message for Sherry\n2026 May 11 call initiated but no conversation, call ended early.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:48-04:00","temp_do_id_for_auto_old_do_id":"L25A02495","temp_intcode_for_auto_old_int_code":"15","phone_2":"5149152086","last_act_type":"2019-07-15","pcl_status":"F","pcl_completion_date":"2019-11-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sh.jmes@gmail.com","pcl_completion_date_5":"2024-11-05","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:41:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent initiated the call and asked to speak with Sherry, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call initiated but no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6a9d7ad8a533f89bd4021618ebb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6a9d7ad8a533f89bd4021618ebb","onesentencenotrenewed":"No conversation to determine renewal interest.","initialvalue":"Other","othermemberbenefit":"No information provided.","astotherreasonsnottorenew":"No interaction to determine reason.","old_int_code":"6","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"6490","email":"jessica.lord@littlepotatoes.com","first_name":"Jessica","last_name":" Lord","phone":"6088422707","orgname":"The Little Potato Company Ltd.","customer_acct_name":"The Little Potato Company Ltd.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"do_id":"L25O00146","city_1":"EDMONTON","province":"WI","full_name":"Kristen Szopa","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-11-19","domain_1":"littlepotatoes.com","lapsed_expiration_date":"2023-01-05","individual_id":"360734","area_code":"780","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"CNPIRETO00522","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 23 2025 Kristen Szopa has not been there for a long time. Transferred to Jessica Lord  . Sending info on membership email Jessica.Lord@littlepotatoes.com.","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T12:52:00-04:00","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"L25O00146","temp_intcode_for_auto_old_int_code":"99","organization_id":"360731","old_int_code":"15","sendapplicationform":"2025-09-23T12:51:00-04:00","regular_email_change_date":"2025-09-23T12:51:31-04:00","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jessica.lord@littlepotatoes.com","date_of_renewal_identification":"2026-05-28","pipeline_2_members_only_ast":"","ln_entered_date":"2026-03-25","last_conf_date_type":"2026-06-25","formatted_paid_thru":"28\/02\/2027","company_paid_thru":"2027-02-28","latest_paid_thru":"2027-02-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"8526","email":"jwebb@peterboroughutilities.ca","first_name":"Julie","last_name":"Webb","phone":"7057489300","orgname":"Peterborough Utilities Services Inc.","customer_acct_name":"Peterborough Utilities Services Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02250","province":"ON","extension_phone_1":"1234","full_name":"Julie Webb","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2012-03-26","domain_1":"peterboroughutilities.ca","lapsed_expiration_date":"2023-05-02","individual_id":"194060","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"L25O00280","time_zone":"2","members_type":"AST","new_member_date_2":"2012-01-10","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2013-03-01","cpa_certification":"PCP","no_email_solicitation":"False","intcode":"0","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","blocnote":"Jan 8 2025 survey completed with Margaret (Maggie)\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\n2026 May 08 call reached Water Services, no Julie Webb found, call ended.","cert_status":"WITHDRAWN_CPE","organization_id":"197474","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A02250","temp_intcode_for_auto_old_int_code":"08","phone_2":"7057489301","last_conf_date_type":"2015-06-02","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-05-09","pf1_status":"P","pf1_completion_date":"2012-11-27","pf2_status":"P","pf2_completion_date":"2014-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-12-02","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"jwebb@peterboroughutilities.ca","pcl_completion_date_5":"2017-05-09","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was made to the City of Peterborough Water Services and initially navigated through an automated menu without success. Eventually, the agent reached a human named Becky, who clarified that there was no Julie Webb at that number. The call ended after this clarification with no further action taken.","aitm_callsummarytitle":"No Julie Webb at Contact Number","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No Julie Webb available at this number.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"08","astotherreasonsnottorenew":"No relevant membership information provided; call was to a wrong contact.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8e57b5f5cddc345c0a0a755487c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8e57b5f5cddc345c0a0a755487c","number_of_calls_reached":"1","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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":{"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":"2026-01-22","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","latest_paid_thru":"2026-05-31"}},"seriesid":"163"}
{"contact":{"id":"5365","email":"maud_etienne@hotmail.com","first_name":"Maude","last_name":"Paquette","phone":"8192912717","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02392","province":"QC","full_name":"Maude Paquette","language":"English","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-03-02","individual_id":"296416","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501505","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":"15","blocnote":"completer 9 juin 2025\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call attempted but no clear communication from contact.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:49-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25A02392","temp_intcode_for_auto_old_int_code":"15","phone_2":"8192912717","last_infoline_date_type":"2022-01-28","last_act_type":"2022-01-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"maud_etienne@hotmail.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:26:42-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent attempted to reach Maude but received inaudible speech and the call ended shortly after without further conversation.","aitm_callsummarytitle":"Unsuccessful call attempt to Maude","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_619f3f164af28023103ecef29bb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_619f3f164af28023103ecef29bb","mini_nps":"3","onesentencenotrenewed":"No clear response received from contact.","initialvalue":"Other","old_int_code":"6","othermemberbenefit":"No information provided.","astotherreasonsnottorenew":"No response from contact to determine reason.","age_range":"Preferred not to say"}},"seriesid":"163"}
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{"contact":{"id":"29566","email":"anikmarien@hotmail.com","first_name":"Anik","last_name":"Marien","phone":"5147793371","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert20, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0904","full_name":"Anik Marien","members_type":"AST","city_1":"St-Jean-Sur-Le-Richelieu","province":"QC","language":"French","phone_2":"5147793371","lead_status":"Renewed APX","new_member_date_2":"2016-10-05","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"205334","no_email_solicitation":"False","pds_march":"3","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"","pds_may":"3","sendjulyemail":"2025-07-15T10:06:00-04:00","blocnote":"completer 23 sept 2025  envoyer 2 document","sendmayemail":"2025-07-15T10:06:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T10:42:00-04:00","full_name_2":" ","pds_july":"3","paid_thru":"2026-09-30","old_int_code":"31","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST0904","temp_intcode_for_auto_old_int_code":"99","sendpreexpirationemail":"2025-09-23T10:37:00-04:00","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":"2025-09-23T10:38:00-04:00","pds_september":"3","last_infoline_date_type":"2025-03-24","last_act_type":"2026-01-28","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2025-09-23","pcl_status":"P","pcl_completion_date":"2017-12-24","pf1_status":"F","pf1_completion_date":"2019-12-16","number_of_passed_courses":"1","pds_october":"3","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:32-05:00","pds_november":"3","npi_email_temp":"anikmarien@hotmail.com","pcl_completion_date_5":"2022-12-24","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"8126","email":"eouldsidaty@gmail.com","first_name":"Eina","last_name":"Mahmoud","phone":"5875578286","orgname":"Fletcher Mudryk LLP.","customer_acct_name":"Fletcher Mudryk LLP.","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P00050","province":"AB","full_name":"Eina Mohamed Mahmoud","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"284591","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00238","time_zone":"4","members_type":"PRO","canceldate":"2023-04-04","new_member_date_2":"2020-02-21","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"May 12 2025 No Eina there.","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T18:36:00-04:00","old_int_code":"12","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25P00050","temp_intcode_for_auto_old_int_code":"21","phone_2":"4038907175","last_infoline_date_type":"2021-01-26","last_act_type":"2023-03-07","pcl_status":"P","pcl_completion_date":"2020-05-31","pf1_status":"P","pf1_completion_date":"2020-09-28","pf2_status":"P","pf2_completion_date":"2022-07-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-05-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"eouldsidaty@gmail.com","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"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, TMAI","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\n2026 May 08 call reached wrong person, not Natalia, call ended without renewal discussion.\n2026 May 11 contact answered but Natalia not available at this number.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:48-04:00","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","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called to speak with Natalia but was informed that Natalia was not available at the number. The call ended shortly after the clarification that Natalia was not there.","aitm_callsummarytitle":"Contact Not Natalia at Number","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact stated Natalia is not available at this number.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"08","astotherreasonsnottorenew":"Contact not available at this number.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ecd7d4cba1f2084c54603cc5503","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ecd7d4cba1f2084c54603cc5503","number_of_calls_reached":"2"}},"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, TMAI","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":"15","blocnote":"may 20 2025 in a meeting\n2026 May 08 call reached voicemail at FBB Charter Professional Accountants\n2026 May 08 call started with Dawn Fraser, membership lapsed, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","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":"15","pds_august":"1","phone_2":"7784145678","pds_september":"1","last_conf_date_type":"2020-06-17","last_act_type":"2020-11-12","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","latest_paid_thru":"2021-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T14:21:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Dawn Fraser and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. The agent began to ask questions about her membership experience before the call ended.","aitm_callsummarytitle":"Initial contact with Dawn Fraser about lapsed membership","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f059c7cfd29037a2e6c9f17dd43","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f059c7cfd29037a2e6c9f17dd43","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"16658","email":"akoning@sascocontractors.com","first_name":"Meng","last_name":"Chen","phone":"6042991640","orgname":"SASCO Contractors","customer_acct_name":"SASCO Contractors","tags":"Fixed deal, NPIdealed","ip4":"0.0.0.0","fields":{"extension_phone_1":"113","full_name":"Meng Mei Chen","language":"English","origin":"Lapsed Members","explicit_consent_date":"2020-10-20","domain_1":"sascocontractors.com","attended_webinar":"Yes","do_id":"LB2501822","email2":"akoning@sascocontractors.com","individual_id":"142156","time_zone":"5","area_code":"604","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"C15213","province":"BC","pipeline_1_lapsed_members":"Refused Lapsed","cert_status":"WITHDRAWN","canceldate":"2022-01-07","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","new_member_date_2":"2017-10-26","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"LB2501822","temp_intcode_for_auto_old_int_code":"21","cpa_certification":"PCP","phone_2":"6049362201","last_act_type":"2022-07-04","pcl_status":"P","pcl_completion_date":"2009-07-06","pf1_status":"P","pf1_completion_date":"2010-01-15","pf2_status":"P","pf2_completion_date":"2010-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-12-07","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"akoning@sascocontractors.com","pcl_completion_date_5":"2014-07-06","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"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":"15","blocnote":"14 mai bv\r\nnest plus en poste\n2026 May 08 call ended early due to language barrier, no renewal discussion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:49-04:00","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":"15","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","latest_paid_thru":"2020-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called and asked to speak with Rachel Tremblay, but the user responded in French and the agent indicated they could only continue in English. The call ended shortly after without further conversation.","aitm_callsummarytitle":"Call ended due to language barrier","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"User did not engage in conversation and asked if the agent spoke French, which agent could not accommodate.","initialvalue":"Other","othermemberbenefit":"Language support","old_int_code":"16","astotherreasonsnottorenew":"Language barrier prevented continuation of the call.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_608bb9e797dd0f41fa194664fc7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_608bb9e797dd0f41fa194664fc7","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"9860","email":"sarah20120616@gmail.com","first_name":"ZhiPing","last_name":"Song","phone":"6472787789","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"ZhiPing Song","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"323389","region":"CDN","lead_status":"Not Relevant","old_do_id":"AST03208","members_type":"PRO","province":"ON","area_code":"647","time_zone":"2","phone_2":"6472787789","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T09:59:00-05:00","temp_do_id_for_auto_old_do_id":"AST03208","temp_intcode_for_auto_old_int_code":"99","new_member_date_2":"2026-04-24","paid_thru":"2027-04-30","last_act_type":"2026-04-30","pcl_status":"P","pcl_completion_date":"2023-05-30","number_of_passed_courses":"4","onesentencenotrenewed":"","trc":"True","wera":"True","last_engaged_date":"2026-01-16","npi_email_temp":"sarah20120616@gmail.com","pcl_completion_date_5":"2028-05-30","cert_status":"ACTIVE","pf1_status":"P","pf1_completion_date":"2023-06-26","pf2_status":"P","pf2_completion_date":"2023-07-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-03-11","pcp_we":"APPROVED","date_of_renewal_identification":"2026-04-25","pipeline_2_members_only_ast":"","ai_entered_date":"2026-04-25","telemarketing_call_date":"2025-11-06","old_int_code":"6","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","cpa_certification":"PCP"}},"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":"2023-02-05","last_act_type":"2023-02-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"teri_haner@murphyoilcorp.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"246790","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T13:19:00-04:00","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":"06","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":"2026-05-22","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":"99","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","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5078","email":"annie.grenache@hotmail.com","first_name":"Annie","last_name":"Grenache","phone":"5149285810","orgname":"Travailleur autonome","customer_acct_name":"Travailleur autonome","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02609","province":"QC","full_name":"Annie Grenache","language":"French","origin":"Lapsed Members2022","explicit_consent_date":"2012-02-15","attended_webinar":"No","lapsed_expiration_date":"2012-02-15","individual_id":"195339","members_type":"AST","time_zone":"2","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2502819","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","new_member_date_2":"2012-02-15","no_email_solicitation":"False","paid_thru":"2020-01-31","intcode":"15","blocnote":"13 aout 2025 bv\n2026 May 08 call started with introduction but ended early - no membership number provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:48-04:00","temp_do_id_for_auto_old_do_id":"L25A02609","temp_intcode_for_auto_old_int_code":"15","phone_2":"5149285810","last_infoline_date_type":"2019-11-09","last_act_type":"2019-11-09","pcl_status":"P","pcl_completion_date":"2012-06-07","pf1_status":"P","pf1_completion_date":"2013-01-02","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"annie.grenache@hotmail.com","pcl_completion_date_5":"2017-06-07","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Annie Grenache and introduced herself, explaining the purpose of the call regarding the lapsed Associate membership. The call was brief and ended shortly after the introduction without further discussion or survey questions.","aitm_callsummarytitle":"Brief introduction call with no survey completion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","old_int_code":"6","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5deca704a6d69d70d81e6157fb7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5deca704a6d69d70d81e6157fb7","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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":"2020-11-12","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","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"5995","email":"qml0211@gmail.com","first_name":"Minglu","last_name":"Qian","phone":"7097524758","orgname":"Eastern Health","customer_acct_name":"Eastern Health","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07431","province":"NL","full_name":"Minglu Qian","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-12-21","lapsed_expiration_date":"2022-02-02","individual_id":"296105","area_code":"709","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500625","time_zone":"1","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2021-11-30","new_member_date_2":"2020-12-23","temp_do_id_for_auto_old_do_id":"L25C07431","phone_2":"7096850666","last_act_type":"2021-11-16","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","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":"qml0211@gmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"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","latest_paid_thru":"2020-07-31","company_paid_thru":"2020-07-31","corp_cancel_date":"2020-09-08","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5392","email":"jasselin7@hotmail.com","first_name":"Johanne","last_name":"Asselin","phone":"9027528371","orgname":"Sobeys Inc.","customer_acct_name":"Sobeys Inc.","tags":"CSV imported, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Johanne Asselin","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2019-01-10","attended_webinar":"No","lapsed_expiration_date":"2022-12-02","individual_id":"74106","time_zone":"2","area_code":"819","region":"QC","lead_status":"Not Relevant","old_do_id":"LB2505544","members_type":"CORP","pipeline_1_lapsed_members":"","no_email_solicitation":"FALSE","pds_march":"5","phone_2":"5149244902","intcode":"99","blocnote":"17 juin 2025 n'est plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T09:33:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"5","temp_do_id_for_auto_old_do_id":"LB2505544","temp_intcode_for_auto_old_int_code":"99","canceldate":"2022-12-02","new_member_date_2":"2018-10-19","paid_thru":"2027-05-31","organization_id":"6188","pds_august":"5","old_int_code":"16","pds_september":"5","last_infoline_date_type":"2024-04-12","last_act_type":"2024-04-12","company_paid_thru":"2027-05-31","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"jasselin7@hotmail.com","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"5053","email":"m.boulanger@bpca.ca","first_name":"Marco","last_name":"Boulanger","phone":"5143765742","orgname":"Boulanger & Paquin, CPA Inc.","customer_acct_name":"Boulanger & Paquin, CPA Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01984","province":"QC","full_name":"Marco Boulanger","language":"French","origin":"Lapsed Members","explicit_consent_date":"2015-10-08","domain_1":"bpca.ca","attended_webinar":"No","lapsed_expiration_date":"2015-10-08","individual_id":"238097","members_type":"CORP","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501335","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 mai 2025 bv\r\n29 mai 2025 bv\r\n3 juin 2025 bv\r\ntln. 5 nov 2025 de retour lundi","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T10:04:00-05:00","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01984","temp_intcode_for_auto_old_int_code":"6","organization_id":"238095","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"m.boulanger@bpca.ca","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"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, TMAI","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","individual_id":"289785","members_type":"AST","time_zone":"3","area_code":"306","region":"CDN","last_engaged_date":"2024-12-16","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","no_email_solicitation":"FALSE","intcode":"01","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:50-04:00","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\n2026 May 08 contact is retiring next month and not renewing membership","province":"SK","temp_do_id_for_auto_old_do_id":"L25A00081","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2021-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Donna at Mallard Wealth Advisors and confirmed her identity. Donna explained that she is not renewing her membership because she is retiring next month. The call ended politely despite some audio issues.","aitm_callsummarytitle":"Contact not renewing due to retirement","notrenewedwanttorenew":"No","onesentencenotrenewed":"The contact is retiring next month and therefore not renewing the membership.","old_int_code":"9","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","old_do_id":"L25A00081","retell_call_status":"ended","session_id":"call_390d9ebd2dacbb344f87c8dfc00","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_390d9ebd2dacbb344f87c8dfc00","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5093","email":"ganeaviktoria.vg@gmail.com","first_name":"Victoria","last_name":"Ungurean","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502826","province":"QC","full_name":"Victoria Ganea Ungurean","language":"French","origin":"2023 Lapsed Members","explicit_consent_date":"2015-09-15","attended_webinar":"No","lapsed_expiration_date":"2015-09-15","individual_id":"237479","members_type":"PRO","time_zone":"2","region":"QC","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"Q7676","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-11-02","cpa_certification":"SCP","cert_status":"WITHDRAWN","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2021-08-31","new_member_date_2":"2015-09-15","temp_do_id_for_auto_old_do_id":"LB2502826","temp_intcode_for_auto_old_int_code":"21","phone_2":"5149296342","last_act_type":"2022-01-31","pcl_status":"P","pcl_completion_date":"2016-02-02","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":"2016-03-21","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ganeaviktoria.vg@gmail.com","pcl_completion_date_5":"2021-02-02","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31"}},"seriesid":"163"}
{"contact":{"id":"6555","email":"jessicay.liang@hotmail.com","first_name":"Yingxin","last_name":"Liang","phone":"5144995586","orgname":"Scotia Bank","customer_acct_name":"Scotia Bank","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02500","extension_phone_1":"62662","full_name":"Yingxin Liang","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2013-09-06","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502024","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"218473","canceldate":"2020-11-03","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2013-09-06","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","intcode":"0","blocnote":"May 12 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 24 2025 vm\n2026 May 08 call to Scotiabank fraud department to reach Yingxin Liang unsuccessful, no contact info provided.\n2026 May 11 call reached wrong number, no connection to Yingxin Liang","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:48-04:00","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25A02500","temp_intcode_for_auto_old_int_code":"08","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-12-11","pf1_status":"P","pf1_completion_date":"2014-04-23","pf2_status":"P","pf2_completion_date":"2014-08-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-03-17","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"EXEMPTED","npi_email_temp":"jessicay.liang@hotmail.com","pcl_completion_date_5":"2018-12-11","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called to speak with Yingxin Liang regarding their membership with the National Payroll Institute but was unable to reach the intended contact. The person who answered the call indicated it was the wrong number and did not connect the agent to Yingxin Liang. The call ended without completing the membership renewal or survey.","aitm_callsummarytitle":"Wrong Number - No Contact with Yingxin Liang","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact indicated wrong number and did not connect to Yingxin Liang.","initialvalue":"Other","othermemberbenefit":"Membership matter with National Payroll Institute","old_int_code":"08","astotherreasonsnottorenew":"Could not reach the intended contact or department.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_d601242f8a7ae8ef4021ddc4822","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d601242f8a7ae8ef4021ddc4822","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"16932","email":"julie.yews@gmail.com","first_name":"Julie","last_name":"Yews","phone":"6045135717","orgname":"Syber Concrete Forming","customer_acct_name":"Syber Concrete Forming","tags":"Fixed deal, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Julie Yews","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2013-05-31","attended_webinar":"Yes","do_id":"LB2502247","individual_id":"190882","time_zone":"5","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"C17552","province":"BC","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-08-04","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":"2021-05-31","new_member_date_2":"2013-05-31","temp_do_id_for_auto_old_do_id":"LB2502247","temp_intcode_for_auto_old_int_code":"21","pds_august":"3","phone_2":"7788874857","pds_september":"3","last_infoline_date_type":"2020-04-20","last_act_type":"2021-02-11","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":"2012-04-18","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"julie.yews@gmail.com","pcl_completion_date_5":"2016-11-24","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31"}},"seriesid":"163"}
{"contact":{"id":"5265","email":"ejsavoie51@gmail.com","first_name":"Jessica","last_name":"Savoie","phone":"5067266506","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07407","full_name":"Jessica Savoie","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"296218","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2504085","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","province":"NB","time_zone":"1","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2021-01-18","temp_do_id_for_auto_old_do_id":"L25C07407","phone_2":"5067266506","last_act_type":"2021-08-02","pcl_status":"F","pcl_completion_date":"2021-04-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"20","blocnote":"lnc. 21 nov 2025 personne malentendante ne peu converser et comprendre normalement","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T09:13:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"20","npi_email_temp":"ejsavoie51@gmail.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"29063","email":"w.gould@hotmail.com","first_name":"Wendy","last_name":"Gould","phone":"5192871103","orgname":"","customer_acct_name":"","tags":"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":"AST0544","full_name":"Wendy Gould","members_type":"AST","city_1":"Glencoe","province":"ON","language":"English","phone_2":"5192871103","lead_status":"Renewed APX","new_member_date_2":"2018-04-17","last_engaged_date":"2025-02-28","pipeline_2_members_only_ast":"Ongoing member to be called","intcode":"21","blocnote":"20 March 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-03-20T09:33:00-04:00","individual_id":"262642","no_email_solicitation":"False","area_code":"519","time_zone":"2","pipeline_1_lapsed_members":"","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"AST0544","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-06-02","telemarketing_call_date":"2025-03-20","pcl_status":"P","pcl_completion_date":"2018-08-26","number_of_passed_courses":"1","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:14:47-05:00","npi_email_temp":"w.gould@hotmail.com","pcl_completion_date_5":"2023-08-26","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"8475","email":"juliearul@gmail.com","first_name":"Julie","last_name":"Arul","phone":"9052910445","orgname":"CDI College (Brampton Campus)","customer_acct_name":"CDI College (Brampton Campus)","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07184","province":"ON","full_name":"Julie Arul, HR","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"288543","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500860","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":"2020-05-21","temp_do_id_for_auto_old_do_id":"L25C07184","phone_2":"2896542775","last_act_type":"2021-04-28","pcl_status":"P","pcl_completion_date":"2020-08-30","pf1_status":"F","pf1_completion_date":"2021-04-07","pf2_status":"F","pf2_completion_date":"2021-05-03","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"juliearul@gmail.com","pcl_completion_date_5":"2025-08-30","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"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","latest_paid_thru":"2020-03-31"}},"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":"2019-12-08","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","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"29545","email":"d.thibodeau@malotransport.ca","first_name":"David","last_name":"Thibodeau","phone":"4507568008","orgname":"Malo Transport (1971) Inc.","customer_acct_name":"Malo Transport (1971) Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1406","full_name":"David Thibodeau","members_type":"AST","city_1":"Joliette","province":"QC","language":"French","phone_2":"4507560076","lead_status":"Renewed APX","new_member_date_2":"2022-10-11","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"204822","canceldate":"2019-01-05","no_email_solicitation":"False","pds_march":"2","area_code":"450","time_zone":"2","intcode":"31","pipeline_1_lapsed_members":"","pds_may":"2","sendjulyemail":"2025-07-14T15:54:00-04:00","blocnote":"ai 12  nov 2025 bv\r\n18 nov 2025 bv\r\ncompleter le 20 nov 2025","sendmayemail":"2025-11-20T10:14:00-05:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T10:14:26-05:00","full_name_2":" ","last_engaged_date":"2025-11-20","pds_july":"2","paid_thru":"2026-09-30","old_int_code":"06","pds_august":"2","extension_phone_1":"101","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST1406","temp_intcode_for_auto_old_int_code":"31","pds_september":"2","last_infoline_date_type":"2026-03-13","last_act_type":"2026-03-13","telemarketing_call_date":"2025-11-20","number_of_passed_courses":"0","pds_october":"2","sendcandapplicationform":"2025-11-25T16:24:00-05:00","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","sendaigeneral":"2025-11-20T10:12:00-05:00","sendnovemberemail":"2025-11-20T10:14:28-05:00","sendaidatefr":"2025-11-20T10:14:29-05:00","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"d.thibodeau@malotransport.ca","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"6208","email":"diannmuisegray@hotmail.com","first_name":"Diann","last_name":"Muise-Gray","phone":"5199252929","orgname":"Ice River Springs","customer_acct_name":"Ice River Springs","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02412","full_name":"Diann Muise-Gray","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2020-10-26","individual_id":"28385","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502240","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","members_type":"AST","new_member_date_2":"2020-10-26","no_email_solicitation":"FALSE","intcode":"06","blocnote":"12 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM\n2026 May 08 reached voicemail for Libya Lima, message left\n2026 May 08 voicemail reached, no contact made\n2026 May 11 call reached voicemail for Diane Moose Gray, message left\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 reached voicemail, no message left\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 reached voicemail, no message left\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:43-04:00","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25A02412","temp_intcode_for_auto_old_int_code":"6","phone_2":"4165794077","last_act_type":"2020-10-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"diannmuisegray@hotmail.com","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went to voicemail immediately upon dialing.","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","session_id":"call_c0514d9f160ae4cfab8cf99bcb5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c0514d9f160ae4cfab8cf99bcb5"}},"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","latest_paid_thru":"2020-05-31","company_paid_thru":"2020-05-31","corp_cancel_date":"2020-08-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29518","email":"aleksandra.beck@yahoo.ca","first_name":"Aleksandra","last_name":"Beck","phone":"8005728952","orgname":"Counteract Balancing Beads","customer_acct_name":"Counteract Balancing Beads","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0107","full_name":"Aleksandra Beck","members_type":"AST","city_1":"Milton","province":"ON","language":"English","phone_2":"2898517381","lead_status":"Renewed APX","new_member_date_2":"2018-08-30","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"266499","no_email_solicitation":"False","area_code":"800","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T14:10:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T11:52:00-04:00","blocnote":"May 5 2026 vm","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"Yes","pipeline_1_lapsed_members":"","old_int_code":"99","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-08-08","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0107","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2023-11-21","last_act_type":"2025-07-31","telemarketing_call_date":"2026-05-05","pcl_status":"P","pcl_completion_date":"2019-01-14","pf1_status":"P","pf1_completion_date":"2019-04-21","pf2_status":"P","pf2_completion_date":"2019-08-16","number_of_passed_courses":"3","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:36-05:00","npi_email_temp":"aleksandra.beck@yahoo.ca","pcl_completion_date_5":"2024-01-14","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"5050","email":"donnah@spectorandco.com","first_name":"Donna","last_name":"Hughes","phone":"5143377721","orgname":"Stylos Bankers Inc.","customer_acct_name":"Stylos Bankers Inc.","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":"L25O02069","province":"QC","full_name":"Donna Hughes","language":"English","origin":"2024 FALL","explicit_consent_date":"2016-05-03","domain_1":"spectorandco.com","attended_webinar":"No","lapsed_expiration_date":"2016-05-03","individual_id":"75544","members_type":"CORP","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501332","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 mai 2025 en reunion\r\n29 mai 2025 bv\r\n3 juin 2025 en r\u00e9union demande a \u00eatre rappeler\r\n16 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-16T10:31:00-04:00","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25O02069","temp_intcode_for_auto_old_int_code":"6","organization_id":"243113","last_act_type":"2020-06-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"donnah@spectorandco.com","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","company_paid_thru":"2020-04-30","corp_cancel_date":"2020-07-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8487","email":"cassandra.gasper@gmail.com","first_name":"Cassandra","last_name":"Gasper","phone":"6472348921","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06784","province":"ON","full_name":"Cassandra Gasper","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"260127","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500808","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":"2018-01-30","temp_do_id_for_auto_old_do_id":"L25C06784","last_act_type":"2022-02-03","pcl_status":"P","pcl_completion_date":"2018-09-17","pf1_status":"P","pf1_completion_date":"2020-04-19","pf2_status":"F","pf2_completion_date":"2020-12-20","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"cassandra.gasper@gmail.com","pcl_completion_date_5":"2023-09-17","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"222455","no_email_solicitation":"False","time_zone":"4","blocnote":"May 1 2026 completed with one email sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:22:00-04:00","intcode":"31","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":"31","last_infoline_date_type":"2026-07-05","last_act_type":"2026-05-15","telemarketing_call_date":"2026-05-01","sendaigeneral":"2026-05-01T11:22:00-04:00","sendoctoberemail":"2025-10-16T11:08:07-04:00","sendaidate":"2026-05-01T11:22:10-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T11:09:00-04:00","value_designation":"Yes","mini_nps":"3","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"99","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","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","company_paid_thru":"2026-09-30","latest_paid_thru":"2026-12-31","sendaiemail":"2026-05-01T11:22:09-04:00","resourceaware":"Yes","resourcevisitedselfreport":"Last month","company_status":"A"}},"seriesid":"163"}
{"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","latest_paid_thru":"2020-12-31","company_paid_thru":"2020-12-31","corp_cancel_date":"2021-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8140","email":"apompilii@aol.com","first_name":"Angela","last_name":"Pompilii","phone":"9053283165","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02496","city_1":"AST","full_name":"Angela Pompilii","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2013-09-19","domain_1":"aol.com","individual_id":"219313","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502900","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-11-03","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2013-09-19","no_email_solicitation":"False","province":"ON","cert_status":"WITHDRAWN_CPE","time_zone":"2","paid_thru":"2020-08-31","intcode":"10","blocnote":"Aug 13 2025 vm\n2026 May 08 contact requested callback for next day","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:02-04:00","temp_do_id_for_auto_old_do_id":"L25A02496","temp_intcode_for_auto_old_int_code":"10","phone_2":"9053283165","last_infoline_date_type":"2017-02-14","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-12-18","pf1_status":"P","pf1_completion_date":"2014-06-26","pf2_status":"P","pf2_completion_date":"2014-08-07","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":"apompilii@aol.com","pcl_completion_date_5":"2018-12-18","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:02-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Angela and informed her about her lapsed Associate membership with the National Payroll Institute. Angela requested a callback for the next day as she was about to go out. The agent agreed to call back later and ended the call courteously.","aitm_callsummarytitle":"Callback Requested by Angela","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6c6e2f8a65941a5839ae3411edc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6c6e2f8a65941a5839ae3411edc","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10363","email":"yrdai24@gmail.com","first_name":"Yunru","last_name":"Dai","phone":"9057543288","orgname":"Sing Tao Newspapers Ltd.","customer_acct_name":"Sing Tao Newspapers Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07655","province":"ON","extension_phone_1":"1596","full_name":"Yunru Dai","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"278621","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500839","time_zone":"2","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":"2019-08-26","temp_do_id_for_auto_old_do_id":"L25C07655","phone_2":"6477783877","last_act_type":"2021-07-17","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":"2020-10-15","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"yrdai24@gmail.com","pcl_completion_date_5":"2025-04-26","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"contact":{"id":"8291","email":"evgionet07@monccnb.ca","first_name":"V\u00e9ronica","last_name":"Gionet","phone":"5068508278","orgname":"CCNB","customer_acct_name":"CCNB","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07475","province":"NB","full_name":"V\u00e9ronica Gionet","language":"English","origin":"2023 lapsed Members","domain_1":"monccnb.ca","lapsed_expiration_date":"2022-01-07","individual_id":"295407","area_code":"506","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2501726","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":"2020-12-01","temp_do_id_for_auto_old_do_id":"L25C07475","phone_2":"5068508278","last_act_type":"2020-11-30","pcl_status":"P","pcl_completion_date":"2021-04-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"evgionet07@monccnb.ca","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"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":"2023-03-05","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","latest_paid_thru":"2022-11-30"}},"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":"2021-08-02","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","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"8152","email":"asheikh05@gmail.com","first_name":"Akbar","last_name":"Ali Sheikh","phone":"5192535156","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"city_1":"AST","full_name":"Akbar Ali Sheikh","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-08-05","individual_id":"224257","region":"CDN","lead_status":"Refused","old_do_id":"L25A02514","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-10-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2014-08-05","no_email_solicitation":"False","province":"ON","cert_status":"WITHDRAWN_CPE","time_zone":"2","paid_thru":"2020-07-31","intcode":"02","blocnote":"Aug 13 2025 vm\n2026 May 08 call reached voicemail, contact not available\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail or gatekeeper, no conversation\n2026 May 13 contact not available, brief interaction\n2026 May 15 contact expressed dissatisfaction due to no job obtained, requested renewal email - NPI# 8152","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:06:44-04:00","temp_do_id_for_auto_old_do_id":"L25A02514","temp_intcode_for_auto_old_int_code":"02","phone_2":"5192535156","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-05-14","pf1_status":"P","pf1_completion_date":"2014-06-17","pf2_status":"P","pf2_completion_date":"2014-07-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-06-11","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"asheikh05@gmail.com","pcl_completion_date_5":"2019-05-14","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31","called_by":"Tri","aitm_status_called":"2026-05-15T11:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent contacted Akbar to discuss his lapsed Associate membership with the National Payroll Institute and conducted a survey about his membership experience. Akbar expressed dissatisfaction due to not securing a payroll job despite efforts and requested the membership application form to consider renewal. The agent sent the application form via email and noted Akbar's question about training and job assistance for follow-up.","aitm_callsummarytitle":"Membership Renewal and Survey with Akbar","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_8ef2f4867bbc344077edef45c8d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8ef2f4867bbc344077edef45c8d","mini_nps":"3","onesentencenotrenewed":"Did not get any payroll job despite efforts, leading to dissatisfaction.","initialvalue":"Networking","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact was not available to discuss renewal.","age_range":"61+","number_of_calls_reached":"2","sendapplicationform":"2026-05-15T11:21:00-04:00","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","concernquestion":"Is it possible to help with your organization to get training or to get any job?"}},"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":"2026-12-01","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","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"10350","email":"jen_sharman@hotmail.com","first_name":"Jennifer","last_name":"Sharman","phone":"5198596617","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, WR250326","ip4":"0.0.0.0","fields":{"full_name":"Jennifer Sharman","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304489","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2505615","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5198596617","pipeline_1_lapsed_members":"Lapsed Members","intcode":"99","blocnote":"14 March 2025 VM\r\n26 March 2025 Just renewed","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T14:09:00-04:00","new_member_date_2":"2025-01-16","city_1":"London","date_of_renewal_identification":"","canceldate":"2026-03-03","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25C08800","temp_intcode_for_auto_old_int_code":"99","language":"English","last_act_type":"2025-01-20","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":"L25C08800","npi_email_temp":"jen_sharman@hotmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"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","latest_paid_thru":"2020-08-31","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9975","email":"o.sahak@gmail.com","first_name":"Mohammad","last_name":"Sahak","phone":"8006952883","orgname":"Aatel Communications Inc.","customer_acct_name":"Aatel Communications Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, WR250820","ip4":"0.0.0.0","fields":{"full_name":"Mohammad Omar Sahak","language":"English","origin":"Lapsed Spring 2024","individual_id":"321869","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2503533","members_type":"CAND","province":"ON","area_code":"905","time_zone":"2","phone_2":"9055196899","pipeline_1_lapsed_members":"Renewed lapsed","blocnote":"Mar 13 2025 survey completed\r\nHe may be interested in becoming a member in the next few months.","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T15:05:00-04:00","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":"No","membershipcost":"Yes","membershipcostspecify":"The first reason was personal reason and the price increases.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"During my time there I would  have liked to have had an instructor in a group setting to provide practice presentations.","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2026-07-31","city_1":"Hamilton","found":"DO4 Email","date_of_renewal_identification":"2025-08-22","new_member_date_2":"2023-02-21","temp_do_id_for_auto_old_do_id":"LB2506724","temp_intcode_for_auto_old_int_code":"99","extension_phone_1":"2374","old_int_code":"1","last_act_type":"2025-08-15","pcl_status":"P","pcl_completion_date":"2025-12-02","number_of_passed_courses":"1","trc":"True","wera":"False","pf1_status":"F","npi_email_temp":"o.sahak@gmail.com","pf1_completion_date":"2026-03-24","pcl_completion_date_5":"2030-12-02","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"6346","email":"gmizzi@bmlgroup.ca","first_name":"Gary","last_name":"Mizzi","phone":"9056761248","orgname":"BRL Realty Ltd","customer_acct_name":"BRL Realty Ltd","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02066","full_name":"Gary Mizzi","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2010-05-21","domain_1":"bmlgroup.ca","individual_id":"230297","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501892","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25O02066","organization_id":"170138","members_type":"CORP","last_act_type":"2020-06-26","intcode":"05","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T12:01:00-04:00","temp_intcode_for_auto_old_int_code":"05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gmizzi@bmlgroup.ca","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","company_paid_thru":"2020-04-30","corp_cancel_date":"2020-07-03","company_status":"I"}},"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":"2024-04-11","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","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"8385","email":"accountplanner@hotmail.com","first_name":"Hiten","last_name":"Patel","phone":"9054714555","orgname":"Ashish Patel Professional Corp.","customer_acct_name":"Ashish Patel Professional Corp.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02283","province":"ON","full_name":"Hiten Patel","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-02-28","lapsed_expiration_date":"2022-12-02","individual_id":"294008","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500769","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","new_member_date_2":"2020-10-23","no_email_solicitation":"FALSE","intcode":"0","blocnote":"May 12 2025 Call back tomorrow\r\nMay 13 2025 Called back not available\r\nJuly 16 2025 advised to email he is not available\r\nLN Sept 24 2025 He is working from home\n2026 May 08 contact answered, Hiten no longer works there, no new contact info provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:03-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A02283","temp_intcode_for_auto_old_int_code":"08","phone_2":"6472445556","old_int_code":"08","last_act_type":"2021-09-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"accountplanner@hotmail.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:03-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Hiten but was informed that Hiten no longer works at the number called and no new contact information was available. The call ended after this information was provided.","aitm_callsummarytitle":"Contact no longer at number, no new info","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_615ce016f0db84be4c3644fc6bf","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_615ce016f0db84be4c3644fc6bf","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5088","email":"kesitastgermain@yahoo.ca","first_name":"Kesita","last_name":"St-Germain","phone":"5142830838","orgname":"Telefilm Canada","customer_acct_name":"Telefilm Canada","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"do_id":"L25O01855","province":"QC","full_name":"Kesita St-Germain","language":"French","origin":"2023 Lapsed Members","explicit_consent_date":"2018-11-21","attended_webinar":"No","lapsed_expiration_date":"2018-11-21","individual_id":"210923","time_zone":"2","area_code":"800","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501366","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"5 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T15:08:00-04:00","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25O01855","temp_intcode_for_auto_old_int_code":"6","organization_id":"9563","pds_august":"1","phone_2":"5149613127","pds_september":"1","last_act_type":"2021-12-22","pcl_status":"P","pcl_completion_date":"2013-06-10","pf1_status":"P","pf1_completion_date":"2013-10-30","pf2_status":"P","pf2_completion_date":"2019-04-15","number_of_passed_courses":"3","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"kesitastgermain@yahoo.ca","pcl_completion_date_5":"2018-06-10","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","company_paid_thru":"2021-10-31","corp_cancel_date":"2022-01-07","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-27","company_status":"I"}},"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","latest_paid_thru":"2022-01-31","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29142","email":"christina@clearestate.com","first_name":"Christina","last_name":"Trickey","phone":"4385000351","orgname":"ClearEstate Technologies Inc.","customer_acct_name":"ClearEstate Technologies Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST0055","full_name":"Christina Arrizza Trickey","members_type":"AST","city_1":"Kirkland","province":"QC","language":"English","phone_2":"5147706113","lead_status":"Member","new_member_date_2":"2023-05-02","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"324454","no_email_solicitation":"False","area_code":"438","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm  May 6 2026 vm\r\nMay 12 2026 vm  May 15 2026 vm\r\nMay 21 2026 vm, May 27 2026 vm\r\nJune 2 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-02T11:27:00-04:00","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":"AST0055","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-02-05","last_act_type":"2025-04-17","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:37-05:00","npi_email_temp":"christina@clearestate.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30"}},"seriesid":"163"}
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{"contact":{"id":"16566","email":"vmoonias@nnec.on.ca","first_name":"Cheryl","last_name":"Thompson","phone":"8077372002","orgname":"Northern Nishnawbe Education Council","customer_acct_name":"Northern Nishnawbe Education Council","tags":"Fixed deal, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Cheryl Thompson","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-03-05","domain_1":"nnec.on.ca","attended_webinar":"Yes","do_id":"L25O02268","individual_id":"293167","time_zone":"2","area_code":"807","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502221","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25O02268","organization_id":"293168.0","members_type":"CORP","last_infoline_date_type":"2020-10-23","last_act_type":"2021-10-27","intcode":"10","blocnote":"LN Oct 20 2025 Call back, busy now\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:49:00-04:00","temp_intcode_for_auto_old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vmoonias@nnec.on.ca","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31"}},"seriesid":"163"}
{"contact":{"id":"5447","email":"yvemkumq15@gmail.com","first_name":"Yvonne","last_name":"Mankou","phone":"4504665000","orgname":"H\u00f4pital Charles LeMoyne","customer_acct_name":"H\u00f4pital Charles LeMoyne","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06775","province":"QC","full_name":"Yvonne Mankou","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2023-04-04","individual_id":"309987","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-21","old_do_id":"LB2501548","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2022-02-14","temp_do_id_for_auto_old_do_id":"L25C06775","phone_2":"5144738081","last_act_type":"2022-08-06","number_of_passed_courses":"0","trc":"True","wera":"False","intcode":"06","blocnote":"lnc.21 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T09:56:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"yvemkumq15@gmail.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"5351","email":"t1.olsen@hotmail.com","first_name":"Theresa","last_name":"Olsen","phone":"5147444378","orgname":"Weir Canada Inc","customer_acct_name":"Weir Canada Inc","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02252","province":"WA","full_name":"Theresa Olsen","language":"English","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2004-10-22","individual_id":"278929","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2025-01-24","old_do_id":"L25O00384","members_type":"AST","new_member_date_2":"2019-08-12","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","no_email_solicitation":"FALSE","intcode":"06","blocnote":"12 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no message left\n2026 May 19 call reached voicemail, no human interaction\n2026 May 21 call reached voicemail, no message left\n2026 May 25 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:07-04:00","organization_id":"33623","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A02252","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2021-10-12","last_act_type":"2021-10-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"t1.olsen@hotmail.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:07-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was made to a contact but reached voicemail, and no conversation with a human took place.","aitm_callsummarytitle":"Call reached voicemail, no human interaction","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_93d6867f92d219822a88ed2ba02","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_93d6867f92d219822a88ed2ba02","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9936","email":"johaine@jtmbusinesssolutions.ca","first_name":"Johaine","last_name":"Thomas-Miranjie","phone":"3062496555","orgname":"JTM Business Solutions","customer_acct_name":"JTM 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":"L25O01496","full_name":"Johaine Thomas-Miranjie","language":"English","origin":"Lapsed Spring 2024","domain_1":"jtmbusinesssolutions.ca","individual_id":"295155","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502428","time_zone":"3","province":"SK","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Mar 13 2025 vm  Mar 25 2025 on a other call\r\nMar 27 2025 vm Mar 31 2025 she has no time to talk now\r\nAug 6 2025 vm\r\nLN Oct 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T12:08:00-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01496","temp_intcode_for_auto_old_int_code":"6","organization_id":"295156","last_infoline_date_type":"2022-06-04","last_act_type":"2022-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"johaine@jtmbusinesssolutions.ca","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5437","email":"cbouchard@balcan.com","first_name":"Chantal","last_name":"Bouchard","phone":"5143269140","orgname":"Pharmascience Inc","customer_acct_name":"Pharmascience Inc","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, 250620 phone cannot be recovered, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"QC","extension_phone_1":"2112","full_name":"Chantal Bouchard","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2021-11-18","domain_1":"balcan.com","attended_webinar":"No","lapsed_expiration_date":"2021-11-18","individual_id":"18390","time_zone":"2","area_code":"514","region":"QC","lead_status":"Renewed Lapsed","last_engaged_date":"2024-12-16","old_do_id":"L25A00018","members_type":"CORP","new_member_date_2":"2021-03-30","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2022-06-02","no_email_solicitation":"FALSE","pds_march":"2","organization_id":"13421","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T09:36:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"16","pds_july":"2","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2504673","temp_intcode_for_auto_old_int_code":"99","pds_august":"2","phone_2":"5142405576","pds_september":"2","last_infoline_date_type":"2025-11-12","last_act_type":"2025-11-12","number_of_passed_courses":"0","pds_october":"2","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2026-05-28","trc":"False","wera":"False","pds_november":"2","do_id":"LB2504673","npi_email_temp":"cbouchard@balcan.com","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"5018","email":"infogestionbranchee@gmail.com","first_name":"Lyne","last_name":"Ouellette","phone":"5142409997","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02477","province":"QC","full_name":"Lyne Ouellette","language":"French","origin":"Lapsed Members","explicit_consent_date":"2019-11-27","attended_webinar":"Yes","lapsed_expiration_date":"2019-11-27","members_type":"AST","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501305","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"82867","canceldate":"2021-01-06","cpa_certification":"SCP","new_member_date_2":"2019-11-27","no_email_solicitation":"FALSE","pds_march":"11","cert_status":"WITHDRAWN_CPE","intcode":"15","blocnote":"14 mai 2025 bv\r\ncompleter ; le 27 mai 2025\n2026 May 08 call attempted to reach Lyne but no clear communication received.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","pipeline_2_members_only_ast":"","pds_july":"11","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A02477","temp_intcode_for_auto_old_int_code":"15","pds_august":"11","pds_september":"11","last_infoline_date_type":"2017-06-16","last_act_type":"2025-04-24","pf2_status":"P","pf2_completion_date":"2008-11-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-01-14","number_of_passed_courses":"2","pds_october":"11","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"infogestionbranchee@gmail.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Lyne multiple times but received only inaudible responses and no clear confirmation. The call ended shortly after without completing the conversation or survey.","aitm_callsummarytitle":"Unsuccessful call - no clear communication","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear response or interest expressed due to inaudible communication.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"6","astotherreasonsnottorenew":"No clear reason provided due to inaudible responses.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f1437ecef037562fa0521d29932","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f1437ecef037562fa0521d29932","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5083","email":"genlambert@hotmail.com","first_name":"Genevi\u00e8ve","last_name":"Lambert","phone":"4184621062","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, 250813 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02464","province":"QC","full_name":"Genevi\u00e8ve Lambert","language":"French","origin":"Lapsed Members2022","explicit_consent_date":"2017-11-27","attended_webinar":"No","lapsed_expiration_date":"2017-11-27","individual_id":"63287","members_type":"AST","time_zone":"2","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2502822","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-01-06","cpa_certification":"SCP","new_member_date_2":"2017-11-27","no_email_solicitation":"FALSE","pds_march":"2","cert_status":"WITHDRAWN","pds_july":"2","paid_thru":"2020-10-31","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A02464","temp_intcode_for_auto_old_int_code":"16","pds_august":"2","phone_2":"4184621062","pds_september":"2","last_infoline_date_type":"2020-03-31","last_act_type":"2020-03-31","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"genlambert@hotmail.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:22-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","blocnote":"2026-05-08 invalid phone destination, phone: +14184621062\n2026-05-08 invalid phone destination, phone: +14184621062","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_38c661fd591b5ec3005ed677635","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_38c661fd591b5ec3005ed677635"}},"seriesid":"163"}
{"contact":{"id":"10405","email":"lukman.shosan@gmail.com","first_name":"Lukman","last_name":"Shosan","phone":"2049267000","orgname":"Winnipeg Regional Health Authority. (HRSS)","customer_acct_name":"Winnipeg Regional Health Authority. (HRSS)","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A00109","province":"MB","full_name":"Lukman Shosan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"308739","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00434","time_zone":"3","members_type":"AST","new_member_date_2":"2022-01-10","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","no_email_solicitation":"FALSE","intcode":"0","blocnote":"May 21 2025 vm\r\nAug 7 2025 vm\r\nLN Oct 7 2025 vm\n2026 May 08 call reached wrong number, contact not Lukman.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:49-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00109","temp_intcode_for_auto_old_int_code":"08","phone_2":"2047746511","last_act_type":"2022-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lukman.shosan@gmail.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Lukman but was answered by a different party who indicated the number was dialed incorrectly. The agent acknowledged the information and ended the call courteously.","aitm_callsummarytitle":"Wrong Number - Call Ended","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"The contact indicated the number was dialed incorrectly and was not the intended recipient.","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8192c9f39f143542c0cf9cd8ed2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8192c9f39f143542c0cf9cd8ed2","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"8272","email":"calvinhug901@hotmail.com","first_name":"Calvin","last_name":"Hug","phone":"2503916020","orgname":"Academy of Learning - WestShore","customer_acct_name":"Academy of Learning - WestShore","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06756","province":"BC","full_name":"Calvin Hug","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"306926","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500418","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":"2022-02-14","temp_do_id_for_auto_old_do_id":"L25C06756","phone_2":"2508861084","last_act_type":"2022-02-14","pcl_status":"F","pcl_completion_date":"2022-04-24","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T17:45:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"calvinhug901@hotmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"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":"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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"5030","email":"jpoissant@hmbp.ca","first_name":"Jessica","last_name":"Poissant","phone":"4383844622","orgname":"HMBP Inc.","customer_acct_name":"HMBP Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02055","province":"QC","full_name":"Jessica Poissant","language":"French","origin":"Lapsed Members","explicit_consent_date":"2019-06-04","domain_1":"hmbp.ca","attended_webinar":"No","lapsed_expiration_date":"2019-06-04","individual_id":"276657","members_type":"CORP","time_zone":"2","area_code":"438","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501312","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 mai demande a \u00eatre rejoint par courriel mais ces la r\u00e9ponse de la r\u00e9ceptionniste\r\n2 juin 2025 absente et ne sait pas quand elle est au bureau\r\n16 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-16T11:31:00-04:00","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"L25O02055","temp_intcode_for_auto_old_int_code":"6","organization_id":"276655","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jpoissant@hmbp.ca","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31","company_paid_thru":"2020-05-31","corp_cancel_date":"2020-08-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5450","email":"france.charette@bridor.com","first_name":"France","last_name":"Charette","phone":"5145288877","orgname":"Bridor","customer_acct_name":"Bridor","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02208","province":"QC","extension_phone_1":"7268","full_name":"France Charette","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2001-08-15","domain_1":"bridor.com","attended_webinar":"No","lapsed_expiration_date":"2001-08-15","individual_id":"48234","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501413","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-12-02","new_member_date_2":"2001-08-15","no_email_solicitation":"FALSE","pds_march":"9","intcode":"03","blocnote":"24 avril 2025 bv\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 ss rep\r\n27 mai 2025 bv\r\n2 juin 2025 bv\r\n2 juillet 2025 bv\n2026 May 08 call reached automated directory, no human contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:04-04:00","pipeline_2_members_only_ast":"","pds_july":"9","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A02208","temp_intcode_for_auto_old_int_code":"03","pds_august":"9","phone_2":"4383806924","pds_september":"9","last_infoline_date_type":"2022-05-16","last_act_type":"2022-09-26","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"france.charette@bridor.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:04-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach a contact but was met with an automated directory system repeatedly. The agent tried multiple times to navigate the directory but was unable to reach a human. The call ended due to maximum duration reached without human contact.","aitm_callsummarytitle":"No Human Contact - Automated Directory","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_659e1e61e9a0150174370f0ceb3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_659e1e61e9a0150174370f0ceb3","number_of_calls_reached":"1"}},"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, TMAI","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":"07","blocnote":"May 26 2025 no answer\r\nAug 11 2025 vm\r\nLN Oct 14 2025 no answer\n2026-05-08 Dial no answer, phone: +17804093481\n2026-05-11 Dial no answer, phone: +17804093481\n2026-05-13 Dial no answer, phone: +17804093481\n2026-05-15 dial busy, phone:  +17804093481","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","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":"07","pds_august":"10","pds_september":"10","last_infoline_date_type":"2018-06-26","last_act_type":"2019-09-10","old_int_code":"05","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","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:40-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_99f75a4d32fff96ca9bba1009cc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_99f75a4d32fff96ca9bba1009cc"}},"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, TMAI","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":"06","blocnote":"Aug 12 2025 vm\r\nLN Oct 30 2025 She said she is still a member of NPI\n2026 May 08 contact busy, requested callback at 18:00 - NPI# 8134\n2026 May 08 call reached voicemail\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T17:06:44-04:00","temp_do_id_for_auto_old_do_id":"L25A02541","temp_intcode_for_auto_old_int_code":"06","phone_2":"6048320022","last_act_type":"2019-04-06","number_of_passed_courses":"0","old_int_code":"10","trc":"False","wera":"False","npi_email_temp":"anuthp@gmail.com","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31","called_by":"Tri","aitm_status_called":"2026-05-13T17:21:43-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_call_back_date_and_time":"2026-05-08T18:00:00-04:00","npi_call_back_time_hour":"18","npi_call_back_time_minute":"00","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","aitm_callsummarytitle":"Voicemail reached, no answer","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was busy and requested a callback later, no renewal intent expressed.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact was busy and could not discuss renewal at this time.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_de2bfd0b1c37049b119f1a2ae52","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_de2bfd0b1c37049b119f1a2ae52"}},"seriesid":"163"}
{"contact":{"id":"9877","email":"cdyer1@nisgaa.bc.ca","first_name":"Christina","last_name":"Dyer","phone":"2506332228","orgname":"Nisga'a School District 92","customer_acct_name":"Nisga'a School District 92","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":"L25A02189","full_name":"Christina Dyer","language":"English","origin":"Lapsed Spring 2024","domain_1":"nisgaa.bc.ca","individual_id":"81648","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502413","time_zone":"5","province":"BC","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"13 March 2025 Not working there anymore\n2026 May 08 contact informed Christina Dyer is not employed here, no new contact info","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:44-04:00","canceldate":"2024-02-03","new_member_date_2":"2022-12-12","no_email_solicitation":"FALSE","pds_march":"6","pds_july":"6","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A02189","old_int_code":"08","temp_intcode_for_auto_old_int_code":"08","pds_august":"6","phone_2":"2506333028","pds_september":"6","last_infoline_date_type":"2023-04-04","last_conf_date_type":"2019-06-12","last_act_type":"2023-04-04","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"cdyer1@nisgaa.bc.ca","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Christina Dyer but was informed by Holly at the School Board that Christina is no longer employed there 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","session_id":"call_7d24c16dff923d5fc646eb4e41b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7d24c16dff923d5fc646eb4e41b","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"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":"2021-01-11","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":"8326","email":"lisacchhaann@gmail.com","first_name":"Lisa","last_name":"Chan","phone":"4166370883","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":"LB2503067","full_name":"Lisa Chan","language":"English","origin":"Lapsed members","explicit_consent_date":"2019-03-01","individual_id":"206632","region":"CDN","lead_status":"Refused","old_do_id":"C17950","members_type":"PRO","province":"ON","area_code":"416","time_zone":"2","phone_2":"9057700922","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:29:00-04:00","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 11 2025 number not in service","notrenewedother":"Phone cannot be recovered","canceldate":"2020-03-03","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2023-01-31","new_member_date_2":"2019-03-01","temp_do_id_for_auto_old_do_id":"LB2503067","temp_intcode_for_auto_old_int_code":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_int_code":"16","last_infoline_date_type":"2022-02-17","last_act_type":"2023-04-24","pcl_status":"P","pcl_completion_date":"2013-01-14","pf1_status":"P","pf1_completion_date":"2013-02-20","pf2_status":"P","pf2_completion_date":"2013-05-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-02-26","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"lisacchhaann@gmail.com","pcl_completion_date_5":"2018-01-14","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"29064","email":"stuart.leach@icloud.com","first_name":"Stuart","last_name":"Leach","phone":"6478267007","orgname":"Porter Airlines Inc.","customer_acct_name":"Porter Airlines Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A03082","full_name":"Stuart Leach","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"6476992374","lead_status":"Lapsed Member","new_member_date_2":"2019-04-03","pipeline_2_members_only_ast":"","individual_id":"274759","canceldate":"2026-05-02","no_email_solicitation":"False","area_code":"647","time_zone":"2","blocnote":"May 4 2026 vm  May 6 2026 vm  May 8 2026 vm\r\nMay 13 2026 vm  May 15 2026 vm\r\nMay 21 2026 vm. May 27 2026 vm\r\nJune 2 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-02T10:35:00-04:00","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25A03082","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-02-02","last_conf_date_type":"2024-06-19","last_act_type":"2026-04-24","telemarketing_call_date":"2025-12-16","pcl_status":"P","pcl_completion_date":"2019-08-16","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","number_of_passed_courses":"3","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:38-05:00","pf2_completion_date":"2026-01-13","npi_email_temp":"stuart.leach@icloud.com","pcl_completion_date_5":"2024-08-16","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","old_do_id":"AST0809","called_by":"Tri","aitm_status_called":"2026-05-11T10:31:43-04:00","number_of_call_attempts":"4","number_of_total_call_attempts":"4","npi_transcriptsummary":"The call was not answered by a human and went to a full voicemail box, preventing the agent from leaving a message or completing the call.","aitm_callsummarytitle":"Voicemail Box Full - No Message Left","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_637835884e2824ecf18d3a29b14","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_637835884e2824ecf18d3a29b14","old_int_code":"08"}},"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":{"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","latest_paid_thru":"2023-12-31"}},"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","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"6182","email":"ddavis5@levi.com","first_name":"Deanna","last_name":"Davis","phone":"5412427883","orgname":"Levi Strauss & Co. (Canada) Inc","customer_acct_name":"Levi Strauss & Co. (Canada) Inc","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01866","full_name":"Deanna Davis","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"1988-09-01","domain_1":"levi.com","individual_id":"138632","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502147","time_zone":"2","province":"OR","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25O01866","organization_id":"7151","members_type":"CORP","last_infoline_date_type":"2020-02-04","last_act_type":"2020-02-04","intcode":"05","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T10:56:00-04:00","temp_intcode_for_auto_old_int_code":"05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ddavis5@levi.com","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","company_paid_thru":"2021-09-30","corp_cancel_date":"2021-12-02","company_status":"I"}},"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":"259113","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","latest_paid_thru":"2020-12-31","company_paid_thru":"2020-12-31","corp_cancel_date":"2021-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8157","email":"brooksdc@execulink.com","first_name":"Daphne","last_name":"Brooks","phone":"5197866161","orgname":"North Lambton Childcare Centre","customer_acct_name":"North Lambton Childcare Centre","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07121","province":"ON","extension_phone_1":"9221","full_name":"Daphne Brooks","language":"English","origin":"2023 lapsed Members","domain_1":"execulink.com","lapsed_expiration_date":"2022-09-02","individual_id":"78624","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500933","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":"2019-07-09","temp_do_id_for_auto_old_do_id":"L25C07121","phone_2":"5197862409","last_infoline_date_type":"2021-12-14","last_act_type":"2021-12-14","pcl_status":"P","pcl_completion_date":"2019-11-05","pf1_status":"P","pf1_completion_date":"2020-11-22","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"brooksdc@execulink.com","pcl_completion_date_5":"2024-11-05","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"seriesid":"163"}
{"contact":{"id":"8165","email":"jleuraoba@gmail.com","first_name":"June","last_name":"Euraoba","phone":"5873917200","orgname":"Global College of Business & Technology","customer_acct_name":"Global College of Business & Technology","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06969","province":"SK","full_name":"June Anthony Euraoba","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304778","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500176","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":"2021-09-21","temp_do_id_for_auto_old_do_id":"L25C06969","phone_2":"3062166738","last_act_type":"2021-09-21","pcl_status":"P","pcl_completion_date":"2022-01-02","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"F","pf2_completion_date":"2022-12-25","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"jleuraoba@gmail.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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":"2020-01-02","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","latest_paid_thru":"2021-10-31","company_paid_thru":"2021-10-31","corp_cancel_date":"2022-01-07","company_status":"I"}},"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":"2020-08-10","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","latest_paid_thru":"2021-09-30"}},"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","latest_paid_thru":"2022-12-31"}},"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","latest_paid_thru":"2022-06-30","company_paid_thru":"2022-06-30","corp_cancel_date":"2022-09-02","company_status":"I"}},"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":"2024-01-04","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"8154","email":"monica.muller@ymail.com","first_name":"Monica","last_name":"Muller","phone":"5196643512","orgname":"Heidelberg Foods Ltd","customer_acct_name":"Heidelberg Foods Ltd","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Monica Muller","language":"English","origin":"Lapsed Spring 2024","explicit_consent_date":"2021-09-22","individual_id":"254305","area_code":"519","region":"CDN","lead_status":"Refused","old_do_id":"L25A02180","time_zone":"2","province":"ON","members_type":"AST","phone_2":"5196489636","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 10 2025 vm\r\nMar 18 2025 survey completed\n2026 May 08 contact not available, agent to call back later.\n2026 May 11 contact Monica at Heidelberg Foods declined renewal, reason no longer working in payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:45-04:00","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","othermemberbenefit":"N\/A","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"It was my career path and credit issues.","hardtoparticipateevents":"No","engagingstrategiesspecify":"More local events","mini_nps":"4","age_range":"46-60","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","no_email_solicitation":"FALSE","temp_do_id_for_auto_old_do_id":"L25A02180","temp_intcode_for_auto_old_int_code":"01","canceldate":"2024-03-02","new_member_date_2":"2017-08-01","paid_thru":"2023-12-31","last_infoline_date_type":"2020-07-28","last_act_type":"2022-07-12","pcl_status":"P","pcl_completion_date":"2018-05-06","pf1_status":"P","pf1_completion_date":"2018-12-24","pf2_status":"P","pf2_completion_date":"2019-11-10","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"monica.muller@ymail.com","pcl_completion_date_5":"2023-05-06","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Monica at Heidelberg Foods and conducted a membership survey for the National Payroll Institute. Monica indicated her initial membership value was gaining payroll designation, rated her satisfaction as 4, and declined to renew because she is no longer working in payroll. The call ended politely after the survey was completed.","aitm_callsummarytitle":"Membership Survey Completed - Declined Renewal","onesentencenotrenewed":"No longer working in payroll.","initialvalue":"Designation","old_int_code":"03","astotherreasonsnottorenew":"Contact was not available to discuss renewal.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7053c923317939b52029db9d30c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7053c923317939b52029db9d30c","number_of_calls_reached":"2","pipeline_2_members_only_ast":"","date_of_renewal_identification":""}},"seriesid":"163"}
{"contact":{"id":"5075","email":"comptabilite@montcascades.ca","first_name":"Isabelle","last_name":"Lefebvre","phone":"8198270301","orgname":"Ski Mont Cascades","customer_acct_name":"Ski Mont Cascades","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02049","province":"QC","extension_phone_1":"242","full_name":"Isabelle Lefebvre","language":"French","origin":"Lapsed Members","explicit_consent_date":"2019-06-26","domain_1":"montcascades.ca","attended_webinar":"No","lapsed_expiration_date":"2019-06-26","individual_id":"277555","members_type":"CORP","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501357","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"5 juin 2025 p226","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T14:32:00-04:00","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"L25O02049","temp_intcode_for_auto_old_int_code":"6","organization_id":"277517","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"comptabilite@montcascades.ca","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31","company_paid_thru":"2020-05-31","corp_cancel_date":"2020-08-05","company_status":"I"}},"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","latest_paid_thru":"2021-12-31"}},"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","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"10973","email":"srutledge@sympatico.ca","first_name":"Sandra","last_name":"Rutledge","phone":"5195390463","orgname":"Oxford-Elgin Child & Youth Centre","customer_acct_name":"Oxford-Elgin Child & Youth Centre","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00112","province":"ON","full_name":"Sandra Rutledge","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2017-02-15","lapsed_expiration_date":"2023-04-04","individual_id":"250493","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00348","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","intcode":"06","blocnote":"22 May 2025 VM\r\n10 September 2025 Carrie is in payroll now - VM\r\nLN \/ 11 December 2025 Call did not go through","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T13:15:00-05:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00112","temp_intcode_for_auto_old_int_code":"6","organization_id":"250492","phone_2":"5195393750","last_act_type":"2023-03-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"srutledge@sympatico.ca","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5427","email":"bodelozkaty@hotmail.com","first_name":"Kathleen","last_name":"Izaquita","phone":"5142768717","orgname":"HPDG & Associ\u00e9s Inc.","customer_acct_name":"HPDG & Associ\u00e9s Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06872","province":"QC","full_name":"Kathleen Lorena Borrer Izaquita","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2023-01-05","individual_id":"294955","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501536","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","cpa_certification":"SCPQ","cert_status":"PENDING","paid_thru":"2022-10-31","new_member_date_2":"2020-11-16","temp_do_id_for_auto_old_do_id":"L25C06872","phone_2":"5143883109","last_act_type":"2021-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-12-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"bodelozkaty@hotmail.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"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","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":"2025-08-12","last_act_type":"2026-03-17","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","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"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, AI Contacts sent to TM 2026, 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","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":"2026-06-05","last_act_type":"2026-06-05","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","latest_paid_thru":"2026-12-31"}},"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","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"5090","email":"larisabaranova@sympatico.ca","first_name":"Larisa","last_name":"Baranova-Kratova","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502823","province":"QC","full_name":"Larisa Baranova-Kratova","language":"French","origin":"2023 Lapsed Members","explicit_consent_date":"14-d\u00e9c-10","domain_1":"sympatico.ca","attended_webinar":"No","lapsed_expiration_date":"14-d\u00e9c-10","individual_id":"178985","members_type":"PRO","time_zone":"2","region":"QC","lead_status":"Refused","old_do_id":"Q7668","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-02-02","cpa_certification":"SCP","cert_status":"WITHDRAWN","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"14","paid_thru":"2020-11-30","new_member_date_2":"2010-12-14","temp_do_id_for_auto_old_do_id":"LB2502823","temp_intcode_for_auto_old_int_code":"21","pds_august":"14","phone_2":"4504446890","pds_september":"14","last_infoline_date_type":"2018-03-13","last_act_type":"2021-03-05","pcl_status":"P","pcl_completion_date":"2011-01-04","pf1_status":"P","pf1_completion_date":"2011-07-06","pf2_status":"P","pf2_completion_date":"2011-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-03-25","number_of_passed_courses":"4","pds_october":"14","trc":"False","wera":"False","pds_november":"14","npi_email_temp":"larisabaranova@sympatico.ca","pcl_completion_date_5":"2016-01-04","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30"}},"seriesid":"163"}
{"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":"2020-01-10","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","latest_paid_thru":"2020-04-30"}},"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":"2021-08-09","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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"9864","email":"jlj831210@icloud.com","first_name":"Jingyi","last_name":"Liu","phone":"7786821210","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":"Jingyi Liu","language":"English","origin":"Lapsed Spring 2024","individual_id":"321505","region":"CDN","lead_status":"Refused","old_do_id":"L25C06358","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7786821210","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025  call back","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:21:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2023-02-07","temp_do_id_for_auto_old_do_id":"L25C06358","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-02-28","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":"10","npi_email_temp":"jlj831210@icloud.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"6210","email":"erica.vickers@innisfail.ca","first_name":"Erica","last_name":"Vickers","phone":"4032273376","orgname":"Town of Innisfail","customer_acct_name":"Town of Innisfail","tags":"CSV imported, NPIdealed, npiAlert13, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"do_id":"L25O02285","full_name":"Erica Vickers","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2013-08-15","domain_1":"innisfail.ca","individual_id":"256776","area_code":"403","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2024-11-21","old_do_id":"LB2501935","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25O02285","organization_id":"164619","members_type":"CORP","last_act_type":"2017-09-27","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T16:25:00-05:00","temp_intcode_for_auto_old_int_code":"99","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"erica.vickers@innisfail.ca","date_of_renewal_identification":"2026-05-28","old_int_code":"07","formatted_paid_thru":"31\/12\/2026","company_paid_thru":"2026-12-31","latest_paid_thru":"2026-12-31","corp_cancel_date":"2020-10-02","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"5079","email":"nicolelachapelle133@gmail.com","first_name":"Nicole","last_name":"Lachapelle","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502820","province":"QC","full_name":"Nicole Lachapelle","language":"French","origin":"Lapsed Members2022","explicit_consent_date":"2012-03-06","attended_webinar":"No","lapsed_expiration_date":"2012-03-06","individual_id":"196350","members_type":"PRO","time_zone":"2","region":"QC","lead_status":"Refused","old_do_id":"Q7334","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","cpa_certification":"SCP","cert_status":"WITHDRAWN","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"5","paid_thru":"2020-02-29","new_member_date_2":"2012-03-06","temp_do_id_for_auto_old_do_id":"LB2502820","temp_intcode_for_auto_old_int_code":"21","pds_august":"5","phone_2":"4388807643","pds_september":"5","last_act_type":"2025-11-13","pcl_status":"P","pcl_completion_date":"2012-05-23","pf1_status":"P","pf1_completion_date":"2013-01-15","pf2_status":"P","pf2_completion_date":"2013-05-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-09-26","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"nicolelachapelle133@gmail.com","pcl_completion_date_5":"2017-05-23","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29"}},"seriesid":"163"}
{"contact":{"id":"6388","email":"siddique.mustafa09@gmail.com","first_name":"Siddique","last_name":"Mustafa","phone":"6479704176","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"city_1":"AST","full_name":"Siddique Mustafa","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-06-20","individual_id":"277297","region":"CDN","lead_status":"Refused","old_do_id":"L25A02539","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-08-05","members_type":"AST","new_member_date_2":"2019-06-20","no_email_solicitation":"False","province":"ON","time_zone":"2","paid_thru":"2020-05-31","intcode":"01","blocnote":"Aug 13 2025 vm\n2026 May 08 contact confirmed not renewing membership","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:52-04:00","temp_do_id_for_auto_old_do_id":"L25A02539","temp_intcode_for_auto_old_int_code":"01","phone_2":"6479704176","last_act_type":"2019-06-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"siddique.mustafa09@gmail.com","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:52-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Siddique and confirmed that he decided not to renew his National Payroll Institute membership. Siddique acknowledged that he signed out of the program and confirmed his decision not to renew. The agent asked for a brief reason for not renewing before the call ended.","aitm_callsummarytitle":"Contact confirmed not renewing NPI membership","notrenewedwanttorenew":"No","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":"Neutral","retell_call_status":"ended","session_id":"call_cb83b0c5f8bff324be9e28622c7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cb83b0c5f8bff324be9e28622c7","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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":"2026-05-25","last_act_type":"2026-05-25","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","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"16524","email":"cynthia@lpcr.ca","first_name":"Cynthia","last_name":"Kuassi","phone":"6477008122","orgname":"Le Petit Chaperon Rouge","customer_acct_name":"Le Petit Chaperon Rouge","tags":"payroll.ca visited, Fixed deal, Payroll Resource Accessed, 250217 Lapsed, Zerobounce indication, NPIdealed, WR250827, npiAlert14, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Oumkeltoum Caidi","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2022-04-13","domain_1":"lpcr.ca","attended_webinar":"Yes","lapsed_expiration_date":"2023-06-02","individual_id":"311987","time_zone":"2","area_code":"647","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2024-12-16","old_do_id":"L25O01367","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-11T18:29:00-04:00","organization_id":"311988","coidnewmbrdate":"22\/08\/25 00:00","city_1":"Toronto","date_of_renewal_identification":"2026-05-28","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2504840","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_act_type":"2023-09-06","company_paid_thru":"2026-07-31","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2504840","npi_email_temp":"cynthia@lpcr.ca","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","corp_cancel_date":"2023-06-02","last_infoline_date_type":"2022-05-13","company_status":"A"}},"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":"2022-08-12","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","latest_paid_thru":"2023-11-30"}},"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, TMAI","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":"06","blocnote":"12 May 2025 VM\r\n08 September 2025 Doesn't work there anymore\n2026 May 08 call reached wrong extension, no renewal discussion.\n2026 May 11 call reached voicemail - answered by Leah Ladisser\n2026 May 11 call reached voicemail not set up\n2026 May 13 call reached voicemail answered by Leah Ladisser\n2026 May 13 voicemail reached, no message left\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail not set up\n2026 May 19 call reached voicemail or non-target contact Leah Ladisser\n2026 May 19 call reached voicemail not set up","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T15:12:03-04:00","paid_thru":"2022-01-31","old_int_code":"03","temp_do_id_for_auto_old_do_id":"L25A02369","temp_intcode_for_auto_old_int_code":"06","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","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-19T15:27:01-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"9","npi_transcriptsummary":"The call reached a voicemail that was not set up, so no conversation with the contact took place.","aitm_callsummarytitle":"Voicemail Not Set Up","notrenewedwanttorenew":"No","onesentencenotrenewed":"Wrong extension, no renewal discussion.","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_924f249835322b98f656088e79a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_924f249835322b98f656088e79a","number_of_calls_reached":"1"}},"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":"2020-03-12","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","latest_paid_thru":"2021-11-30"}},"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","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2020-12-15","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5353","email":"adaviault@bjc.ca","first_name":"Annick","last_name":"Daviault","phone":"4509223650","orgname":"Blain, Joyal, Charbonneau S.E.N.C.R.L.","customer_acct_name":"Blain, Joyal, Charbonneau S.E.N.C.R.L.","tags":"CSV imported, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"QC","extension_phone_1":"2294","full_name":"Annick Daviault","language":"French","origin":"2023 lapsed Members","domain_1":"bjc.ca","attended_webinar":"Yes","lapsed_expiration_date":"2002-11-22","individual_id":"283316","time_zone":"2","area_code":"450","region":"QC","lead_status":"Renewed Lapsed","last_engaged_date":"2024-12-16","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2022-11-02","new_member_date_2":"2021-09-09","no_email_solicitation":"FALSE","pds_march":"1","organization_id":"314325","intcode":"99","blocnote":"9 juin 2025 compl\u00e9ter pas pu \u00e9crire raison de son renouv\u00e8lement ne peu acc\u00e9der a la page pour faire modification","dhmsfin_telemarketing_last_contacted_date":"2025-06-09T13:51:00-04:00","old_int_code":"13","date_of_renewal_identification":"2026-05-28","pipeline_2_members_only_ast":"","nonactive_reason":"AST->CORP","pds_july":"1","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"LB2504167","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","pds_september":"1","last_infoline_date_type":"2024-03-10","last_act_type":"2024-03-10","company_paid_thru":"2027-05-31","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","do_id":"LB2504167","old_do_id":"LB2501499","npi_email_temp":"adaviault@bjc.ca","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"9852","email":"venkatesan_neelavathy@yahoo.com","first_name":"Neelavathy","last_name":"Venkatesan","phone":"9056243466","orgname":"Trehan & Associates Insurance Brokers Limited","customer_acct_name":"Trehan & Associates Insurance Brokers Limited","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07126","province":"ON","extension_phone_1":"34","full_name":"Neelavathy Venkatesan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"290574","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500868","time_zone":"2","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":"2020-07-29","temp_do_id_for_auto_old_do_id":"L25C07126","phone_2":"4162364879","last_act_type":"2025-09-26","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":"2022-06-08","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"venkatesan_neelavathy@yahoo.com","pcl_completion_date_5":"2025-11-02","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"seriesid":"163"}
{"contact":{"id":"5048","email":"accountingnorth@vetio.com","first_name":"Farzana","last_name":"Bodi","phone":"5143353838","orgname":"Tetragenx Animal Health ULC","customer_acct_name":"Tetragenx Animal Health ULC","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02629","province":"QC","extension_phone_1":"233","full_name":"Farzana Bodi","language":"English","origin":"Lapsed Members","explicit_consent_date":"2019-09-11","domain_1":"vetio.com","attended_webinar":"No","lapsed_expiration_date":"2019-09-11","individual_id":"242606","members_type":"AST","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501330","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:50-04:00","blocnote":"29 MAI 2025 BTE VOCAL PLEINE\r\n3 juin 2025 bv pleine\n2026-05-08 Dial no answer, phone: +15143353838\n2026 May 08 call started, agent introduced, call disconnected early","canceldate":"2019-06-04","new_member_date_2":"2016-04-14","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25A02629","temp_intcode_for_auto_old_int_code":"15","organization_id":"280444","pds_august":"1","phone_2":"5148124352","pds_september":"1","last_infoline_date_type":"2018-08-15","last_act_type":"2019-11-09","pcl_status":"P","pcl_completion_date":"2016-08-02","pf1_status":"P","pf1_completion_date":"2017-10-22","number_of_passed_courses":"2","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"accountingnorth@vetio.com","pcl_completion_date_5":"2021-08-02","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:26:43-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"05","retell_call_status":"ended","session_id":"call_9edfd6ec425d832ac487eab9a23","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9edfd6ec425d832ac487eab9a23","npi_transcriptsummary":"The agent reached Farzana and introduced herself, mentioning the lapsed Associate membership and intending to ask questions. However, the call was very short and disconnected before any survey questions or further conversation took place.","aitm_callsummarytitle":"Call started but disconnected early","notrenewedwanttorenew":"No","mini_nps":"3","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"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","latest_paid_thru":"2023-02-28"}},"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","latest_paid_thru":"2024-01-31"}},"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","latest_paid_thru":"2022-09-30"}},"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":"2021-06-04","last_act_type":"2021-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lvarga@novamutual.com","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9959","email":"saskia.turner@gmail.com","first_name":"Saskia","last_name":"Turner","phone":"4167079185","orgname":"Dufferin Communication Inc","customer_acct_name":"Dufferin Communication Inc","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501200","province":"ON","full_name":"Saskia Turner","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"211969","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00121","time_zone":"2","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-05-03","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T15:43:00-05:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"2","paid_thru":"2022-02-28","new_member_date_2":"2013-03-01","temp_do_id_for_auto_old_do_id":"LB2501200","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","phone_2":"4167079185","pds_september":"2","last_infoline_date_type":"2017-03-16","last_act_type":"2022-01-08","pcl_status":"P","pcl_completion_date":"2015-11-16","pf1_status":"P","pf1_completion_date":"2015-12-21","pf2_status":"P","pf2_completion_date":"2016-01-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-10-26","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"saskia.turner@gmail.com","pcl_completion_date_5":"2020-11-16","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"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","latest_paid_thru":"2021-09-30"}},"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","latest_paid_thru":"2021-07-31"}},"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","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"10959","email":"zhulijin992000@yahoo.ca","first_name":"Li","last_name":"Zhu","phone":"9055225010","orgname":"NTC Professinal Corp.","customer_acct_name":"NTC Professinal 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":"L25C06575","full_name":"Li Jin Zhu","language":"English","origin":"Lapsed Spring 2024","individual_id":"300582","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502734","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"2898287719","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Mar 18 2025 not a good time call back\r\nMar 26 2025 Advised should call back later today\r\nMar 26 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-27T10:27:00-04:00","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":"To learn the theory of payroll.","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The membership cost did play a role.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"It was challenging because of my English.","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","canceldate":"2023-12-02","paid_thru":"2023-09-30","new_member_date_2":"2021-10-08","temp_do_id_for_auto_old_do_id":"L25C06575","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2022-09-25","pcl_status":"P","pcl_completion_date":"2022-02-06","pf1_status":"P","pf1_completion_date":"2022-06-20","pf2_status":"P","pf2_completion_date":"2023-01-19","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"zhulijin992000@yahoo.ca","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"8199","email":"jmurray@middlesexcl.on.ca","first_name":"Jason","last_name":"Murray, Chrl","phone":"5192451301","orgname":"Middlesex Community Living","customer_acct_name":"Middlesex Community Living","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00276","province":"ON","extension_phone_1":"281","full_name":"Jason Murray, CHRL","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2008-11-13","domain_1":"middlesexcl.on.ca","lapsed_expiration_date":"2023-01-05","individual_id":"297347","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00085","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":"2025-12-10T16:28:00-05:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00276","temp_intcode_for_auto_old_int_code":"6","organization_id":"138056","last_act_type":"2022-12-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jmurray@middlesexcl.on.ca","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5039","email":"ngagnon@show-canada.ca","first_name":"Nicole","last_name":"Gagnon","phone":"4506645155","orgname":"Les Industries Show Canada Inc.","customer_acct_name":"Les Industries Show Canada Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02099","province":"QC","extension_phone_1":"221","full_name":"Nicole Gagnon","language":"English","origin":"Lapsed Members","explicit_consent_date":"2018-03-28","domain_1":"show-canada.ca","attended_webinar":"Yes","lapsed_expiration_date":"2018-03-28","individual_id":"262158","members_type":"CORP","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501321","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 mai 2025 bv\r\n28 mai 2025 bv\r\n3 juin 2025 bv p 221\r\n15 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T10:36:00-04:00","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02099","temp_intcode_for_auto_old_int_code":"6","organization_id":"262156","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ngagnon@show-canada.ca","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5092","email":"rodicapantea6@gmail.com","first_name":"Rodica","last_name":"Iordache","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502825","province":"QC","full_name":"Rodica Pantea Iordache","language":"French","origin":"2023 Lapsed Members","explicit_consent_date":"2012-10-25","attended_webinar":"No","lapsed_expiration_date":"2012-10-25","individual_id":"207616","members_type":"PRO","time_zone":"2","region":"QC","lead_status":"Refused","old_do_id":"Q7671","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-12-02","cpa_certification":"SCP","cert_status":"WITHDRAWN","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"4","paid_thru":"2021-09-30","new_member_date_2":"2012-10-25","temp_do_id_for_auto_old_do_id":"LB2502825","temp_intcode_for_auto_old_int_code":"21","pds_august":"4","phone_2":"5143269458","pds_september":"4","last_infoline_date_type":"2018-02-03","last_act_type":"2022-02-03","pcl_status":"P","pcl_completion_date":"2013-03-01","pf1_status":"P","pf1_completion_date":"2013-08-14","pf2_status":"P","pf2_completion_date":"2014-01-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-09-13","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"rodicapantea6@gmail.com","pcl_completion_date_5":"2018-03-01","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"16937","email":"jenn2005j@yahoo.com","first_name":"Jennifer","last_name":"Jackson","phone":"","orgname":"","customer_acct_name":"","tags":"Fixed deal, NPIdealed","ip4":"0.0.0.0","fields":{"city_1":"PRO","full_name":"Jennifer Jackson","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2022-06-20","attended_webinar":"Yes","do_id":"LB2502853","individual_id":"143721","members_type":"PRO","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-23","old_do_id":"C16328","pipeline_1_lapsed_members":"Refused Lapsed","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":"2","paid_thru":"2020-04-30","new_member_date_2":"2009-04-16","temp_do_id_for_auto_old_do_id":"LB2502853","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","phone_2":"4162854169","pds_september":"2","last_infoline_date_type":"2017-02-16","last_conf_date_type":"2013-06-18","last_act_type":"2020-01-10","pcl_status":"P","pcl_completion_date":"2009-08-18","pf1_status":"P","pf1_completion_date":"2009-12-16","pf2_status":"P","pf2_completion_date":"2010-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-10-06","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"jenn2005j@yahoo.com","pcl_completion_date_5":"2014-08-18","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30"}},"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":"2020-03-12","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","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"6074","email":"debra.corey9@gmail.com","first_name":"Debra","last_name":"Corey","phone":"4169565021","orgname":"Navigant Consulting","customer_acct_name":"Navigant Consulting","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"LB2501843","full_name":"Debra Corey","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"1992-09-01","individual_id":"16027","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"C15663","time_zone":"4","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"LB2501843","cert_status":"WITHDRAWN","organization_id":"8547","cpa_certification":"CPM","pds_august":"20","phone_2":"4164461287","pds_september":"20","last_act_type":"2021-02-23","number_of_passed_courses":"0","pds_october":"20","trc":"False","wera":"False","pds_november":"20","npi_email_temp":"debra.corey9@gmail.com","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-11-25","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5410","email":"siham.ankara88@gmail.com","first_name":"Siham","last_name":"Ankara","phone":"5143242044","orgname":"Groupe Champlain","customer_acct_name":"Groupe Champlain","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07403","province":"QC","extension_phone_1":"2225","full_name":"Siham Ankara","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-03-02","individual_id":"284627","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501528","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","paid_thru":"2021-12-31","new_member_date_2":"2020-01-13","temp_do_id_for_auto_old_do_id":"L25C07403","last_act_type":"2020-12-27","pcl_status":"P","pcl_completion_date":"2020-12-27","pf1_status":"F","pf1_completion_date":"2021-06-14","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"siham.ankara88@gmail.com","pcl_completion_date_5":"2025-12-27","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"8123","email":"antoniette.fracassi@hotmail.com","first_name":"Antoniette","last_name":"Fracassi","phone":"4167820276","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02590","city_1":"AST","full_name":"Antoniette Fracassi","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-03-17","individual_id":"274186","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502935","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","members_type":"AST","new_member_date_2":"2019-03-17","no_email_solicitation":"False","province":"ON","time_zone":"2","paid_thru":"2020-02-29","intcode":"06","blocnote":"Aug 13 2025 vm\n2026 May 08 contact not available, callback scheduled after 4 PM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact with Antoniette\n2026 May 13 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:08:26-04:00","temp_do_id_for_auto_old_do_id":"L25A02590","temp_intcode_for_auto_old_int_code":"06","phone_2":"4167820276","last_act_type":"2019-03-17","number_of_passed_courses":"0","old_int_code":"10","trc":"False","wera":"False","npi_email_temp":"antoniette.fracassi@hotmail.com","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","called_by":"Tri","aitm_status_called":"2026-05-13T14:26:48-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_call_back_date_and_time":"2026-05-08T16:00:00-04:00","npi_call_back_time_hour":"16","npi_call_back_time_minute":"00","npi_transcriptsummary":"The call was an outbound attempt to reach Antoniette but was answered by a voicemail system. No conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no human answer","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not available and requested a callback after 4 PM.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact was not available to discuss renewal.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c345c416c2df99373cf778f9f3c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c345c416c2df99373cf778f9f3c"}},"seriesid":"163"}
{"contact":{"id":"8353","email":"joy.cooper@temagamifirstnation.ca","first_name":"Joy","last_name":"Cooper","phone":"7052378943","orgname":"Temagami First Nation","customer_acct_name":"Temagami First Nation","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A00025","province":"ON","full_name":"Joy Cooper","language":"English","origin":"2023 lapsed Members","domain_1":"temagamifirstnation.ca","lapsed_expiration_date":"2023-06-02","individual_id":"212177","area_code":"705","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETA00099","time_zone":"2","members_type":"AST","new_member_date_2":"2022-03-28","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","no_email_solicitation":"FALSE","pds_march":"3","intcode":"0","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","blocnote":"18 February 2025 Moreen is in payroll now - Ext 104\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 says Courtney\n 27 February 2025 VM\n 28 February 2025 VM\n 26 March 2025 VM\n2026 May 08 contact informed Joy no longer works there and no new contact info provided","pds_july":"3","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00025","temp_intcode_for_auto_old_int_code":"08","pds_august":"3","phone_2":"7052378959","extension_phone_2":"112","pds_september":"3","last_infoline_date_type":"2022-08-15","last_conf_date_type":"2017-06-13","last_act_type":"2022-11-28","pcl_status":"P","pcl_completion_date":"2013-07-11","pf1_status":"P","pf1_completion_date":"2014-05-02","pf2_status":"F","pf2_completion_date":"2017-07-14","number_of_passed_courses":"2","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"joy.cooper@temagamifirstnation.ca","pcl_completion_date_5":"2018-07-11","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Tomogamy First Nation and spoke with Candice, who informed the agent that Joy no longer works there and did not provide new contact information. The call ended after this exchange without further action.","aitm_callsummarytitle":"Contact no longer at organization, no new info","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","old_int_code":"08","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c1d8dadda85cfc8df723e877d50","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c1d8dadda85cfc8df723e877d50","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29045","email":"emma.layani@april.ca","first_name":"Emma","last_name":"Layani","phone":"8557451010","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.\n2026 May 08 contact informed Emma Layani no longer works there, no new contact info available.","sendmayemail":"2025-08-15T11:27:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","full_name_2":" ","old_int_code":"08","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01963","temp_intcode_for_auto_old_int_code":"08","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":"emma.layani@april.ca","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Emma Layani regarding her previous Associate membership with the National Payroll Institute. The contact informed the agent that Emma no longer works there and did not have updated contact information. The call ended after this exchange without further action.","aitm_callsummarytitle":"Contact no longer works at number called","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact does not have updated information for Emma Layani who no longer works there.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact could not be reached as Emma Layani no longer works at the number called.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d8e15d99c5c88ca963e5a0359b8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d8e15d99c5c88ca963e5a0359b8","number_of_calls_reached":"1","phone_2":"4506725533"}},"seriesid":"163"}
{"contact":{"id":"5445","email":"mhbedard@videotron.ca","first_name":"Marie-Helene","last_name":"Bedard","phone":"8197704012","orgname":"Cegep de l'Outaouais","customer_acct_name":"Cegep de l'Outaouais","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06735","province":"QC","extension_phone_1":"2221","full_name":"Marie-Helene Bedard","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2023-05-02","individual_id":"307298","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501546","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","paid_thru":"2023-02-28","new_member_date_2":"2022-03-25","temp_do_id_for_auto_old_do_id":"L25C06735","phone_2":"8196174840","last_act_type":"2022-03-25","number_of_passed_courses":"0","trc":"True","wera":"False","intcode":"06","blocnote":"lnc 21 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T09:55:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"mhbedard@videotron.ca","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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, AI Contacts sent to TM 2026, 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":"2026-05-02","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","latest_paid_thru":"2027-02-28","company_paid_thru":"2021-06-30","corp_cancel_date":"2021-09-02","company_status":"I"}},"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","latest_paid_thru":"2020-08-31","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10390","email":"rasheidacraig@gmail.com","first_name":"Rasheida","last_name":"Craig","phone":"6478214039","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":"Rasheida Craig","language":"English","origin":"Lapsed Spring 2024","individual_id":"317757","region":"CDN","lead_status":"Refused","old_do_id":"L25C06584","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6478214039","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","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\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 10 December 2025 VM","paid_thru":"2023-09-30","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T15:12:00-05:00","new_member_date_2":"2022-10-14","temp_do_id_for_auto_old_do_id":"LB2506905","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-10-13","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":"2023-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506905","npi_email_temp":"rasheidacraig@gmail.com","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"5281","email":"tanguayhh@hotmail.com","first_name":"H\u00e9l\u00e8ne","last_name":"Tanguay","phone":"4186874001","orgname":"Soci\u00e9t\u00e9 de Placements Huot","customer_acct_name":"Soci\u00e9t\u00e9 de Placements Huot","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"H\u00e9l\u00e8ne Tanguay","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2013-03-08","attended_webinar":"No","lapsed_expiration_date":"2013-03-08","individual_id":"262155","time_zone":"2","area_code":"418","region":"QC","lead_status":"Refused","old_do_id":"L25O00092","members_type":"CAND","new_member_date_2":"2018-03-29","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-05-02","organization_id":"212299","intcode":"21","blocnote":"5 juin 2025 ligne occupe","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T15:56:00-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"LB2507418","temp_intcode_for_auto_old_int_code":"21","phone_2":"5819881428","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","last_infoline_date_type":"2020-11-18","last_act_type":"2023-08-01","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507418","npi_email_temp":"tanguayhh@hotmail.com","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","company_paid_thru":"2021-02-28","corp_cancel_date":"2021-05-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9848","email":"darrenl@jump.ca","first_name":"Darren","last_name":"Lewis","phone":"3065655906","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":"L25O01613","province":"SK","full_name":"Darren Lewis, CPA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2010-09-23","domain_1":"jump.ca","lapsed_expiration_date":"2022-11-02","individual_id":"207758","area_code":"306","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501768","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":"2025-11-03T14:58:00-05:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O01613","temp_intcode_for_auto_old_int_code":"6","organization_id":"175553","last_act_type":"2022-10-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"darrenl@jump.ca","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"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":"2020-01-05","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","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5416","email":"iordanka.tzoneva@gmail.com","first_name":"Iordanka","last_name":"Tzoneva","phone":"5142703886","orgname":"Acad\u00e9mie Linguistique Internationale","customer_acct_name":"Acad\u00e9mie Linguistique Internationale","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07131","province":"QC","extension_phone_1":"227","full_name":"Iordanka Tzoneva","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-08-03","individual_id":"288965","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501531","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","paid_thru":"2022-05-31","new_member_date_2":"2020-06-02","temp_do_id_for_auto_old_do_id":"L25C07131","phone_2":"5146300161","last_act_type":"2021-04-04","number_of_passed_courses":"0","trc":"True","wera":"False","intcode":"16","blocnote":"","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T09:50:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"iordanka.tzoneva@gmail.com","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"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":"2022-07-12","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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"Renewed APX","new_member_date_2":"2023-05-26","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"287228","no_email_solicitation":"False","area_code":"289","time_zone":"2","intcode":"99","blocnote":"May 13 2026 completed with renewal ( he already renewed)","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T12:54:00-04:00","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":"AST1312","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2024-03-19","last_act_type":"2026-01-05","telemarketing_call_date":"2026-05-13","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":"N\/A","testimonialagree":"No","testimonialrefusal":"","old_int_code":"13","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\/2027","latest_paid_thru":"2027-04-30","date_of_renewal_identification":"2026-05-03","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-13T09:34:00-04:00"}},"seriesid":"163"}
{"contact":{"id":"29052","email":"lfs@shaw.ca","first_name":"Elaine","last_name":"Layman","phone":"2502488803","orgname":"Layman Group","customer_acct_name":"Layman Group","tags":"250205 AST Members, 250521 phone cannot be recovered, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02787","full_name":"Elaine Layman, CPA,CMA,ACCUD,ICD.D","members_type":"AST","city_1":"Ladysmith","province":"BC","language":"English","phone_2":"2502505697","lead_status":"Lapsed Member","last_engaged_date":"2025-06-02","new_member_date_2":"2002-12-01","pipeline_2_members_only_ast":"","individual_id":"63474","no_email_solicitation":"False","pds_march":"2","area_code":"250","time_zone":"5","intcode":"16","blocnote":"number not in service\n2026-03-02 invalid phone destination, phone: +12502488803\n2026-03-02 invalid phone destination, phone: +12502505697","dhmsfin_telemarketing_last_contacted_date":"2026-03-02T13:15:39-05:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"2","pds_july":"2","paid_thru":"2025-11-30","pds_august":"2","temp_do_id_for_auto_old_do_id":"L25A02787","temp_intcode_for_auto_old_int_code":"16","pds_september":"2","last_infoline_date_type":"2024-04-16","last_act_type":"2024-11-10","telemarketing_call_date":"2025-05-16","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"lfs@shaw.ca","canceldate":"2026-02-03","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","old_do_id":"AST0807","aitm_status_called":"2026-03-02T13:25:43-05:00","number_of_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","number_of_total_call_attempts":"2","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"8439","email":"field.lorrie@gmail.com","first_name":"Lorrie","last_name":"Field","phone":"7805815252","orgname":"Rock Solid Group of Companies","customer_acct_name":"Rock Solid 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":"L25C06836","province":"AB","full_name":"Lorrie Field","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"307586","area_code":"780","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-21","old_do_id":"LB2500013","time_zone":"4","members_type":"CAND","phone_2":"7805815252","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":"2023-02-02","paid_thru":"2022-11-30","new_member_date_2":"2021-11-29","temp_do_id_for_auto_old_do_id":"L25C06836","old_int_code":"16","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-11-29","pcl_status":"F","pcl_completion_date":"2022-02-27","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"field.lorrie@gmail.com","pcl_completion_date_5":"2027-02-27","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"5073","email":"julie.sarrazin@goldcorp.com","first_name":"Julie","last_name":"Sarrazin","phone":"8194936030","orgname":"Les Mines Opinaca Lt\u00e9es.","customer_acct_name":"Les Mines Opinaca Lt\u00e9es.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02289","province":"QC","full_name":"Julie Sarrazin","language":"French","origin":"Lapsed Members","explicit_consent_date":"2008-02-29","domain_1":"goldcorp.com","attended_webinar":"No","lapsed_expiration_date":"2008-02-29","individual_id":"194526","members_type":"CORP","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501355","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"5 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T13:59:00-04:00","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"L25O02289","temp_intcode_for_auto_old_int_code":"6","organization_id":"127816","pds_august":"2","pds_september":"2","last_infoline_date_type":"2020-01-23","last_act_type":"2020-07-15","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"julie.sarrazin@goldcorp.com","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31","company_paid_thru":"2020-05-31","corp_cancel_date":"2020-08-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5231","email":"angd10@yahoo.ca","first_name":"Dany","last_name":"Angers","phone":"5148506300","orgname":"CGI - Nethris","customer_acct_name":"CGI - Nethris","tags":"CSV imported, NPIdealed, npiPartnerAccount","ip4":"0.0.0.0","fields":{"do_id":"LB2501377","province":"QC","full_name":"Dany Angers","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-01-19","individual_id":"299454","time_zone":"2","area_code":"888","region":"QC","lead_status":"Partner","old_do_id":"QLNPI00005","pipeline_1_lapsed_members":"","canceldate":"2022-01-19","pipeline_2_members_only_ast":"","paid_thru":"2022-03-31","new_member_date_2":"2021-04-06","temp_do_id_for_auto_old_do_id":"LB2501377","extension_phone_1":"1980518","phone_2":"5143747655","members_type":"CAND","last_act_type":"2022-01-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"angd10@yahoo.ca","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"6247","email":"fayezkordi@gmail.com","first_name":"Fayez","last_name":"Kordi","phone":"4034001034","orgname":"Samar Sunshine Denture Clinic","customer_acct_name":"Samar Sunshine Denture Clinic","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02483","full_name":"Fayez Kordi","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2016-08-22","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502088","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"170952","canceldate":"2020-12-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2016-08-22","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","intcode":"15","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 23 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call answered briefly, user hung up immediately","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:06:47-04:00","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25A02483","temp_intcode_for_auto_old_int_code":"15","phone_2":"4034001034","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-08-03","pf1_status":"P","pf1_completion_date":"2010-09-07","pf2_status":"P","pf2_completion_date":"2010-10-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-08-20","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"fayezkordi@gmail.com","pcl_completion_date_5":"2015-08-03","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","called_by":"Tri","aitm_status_called":"2026-05-11T12:26:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The call was very brief with the agent attempting to speak with Fayez, but the user hung up almost immediately after answering.","aitm_callsummarytitle":"Brief call, user hung up","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e72c67d5e142f7070c3dde09b81","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e72c67d5e142f7070c3dde09b81","old_int_code":"6","number_of_calls_reached":"1"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"89254","no_email_solicitation":"False","time_zone":"2","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:50:00-04:00","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":"2026-07-02","telemarketing_call_date":"2026-05-01","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","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"5089","email":"rabouinc@hotmail.com","first_name":"Chantal","last_name":"Rabouin","phone":"4504637311","orgname":"Ville de Longueuil","customer_acct_name":"Ville de Longueuil","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02433","province":"QC","full_name":"Chantal Rabouin, CPA, CMA","language":"French","origin":"2023 Lapsed Members","explicit_consent_date":"10-mai-18","attended_webinar":"No","lapsed_expiration_date":"10-mai-18","individual_id":"144399","members_type":"AST","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2025-01-04","old_do_id":"LB2501367","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-07-03","new_member_date_2":"2018-05-10","no_email_solicitation":"FALSE","pds_march":"11","intcode":"15","blocnote":"5 juin 2025 bv  p 3051\n2026 May 08 call attempted but user speech inaudible, no renewal discussion possible.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","pds_july":"11","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A02433","temp_intcode_for_auto_old_int_code":"15","pds_august":"11","phone_2":"5148249901","pds_september":"11","last_act_type":"2020-10-04","number_of_passed_courses":"0","pds_october":"11","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"rabouinc@hotmail.com","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:53-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Chantal but was unable to have a clear conversation due to inaudible speech from the user. The agent repeatedly tried to confirm the identity and engage but ultimately ended the call without completing the intended survey or renewal discussion.","aitm_callsummarytitle":"Call Attempt with Inaudible User","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear communication or renewal intent expressed due to inaudible speech.","initialvalue":"Other","othermemberbenefit":"No clear reason provided due to communication issues.","old_int_code":"6","astotherreasonsnottorenew":"Communication was not clear enough to proceed with renewal discussion.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2657801cb544cf67f8a41c00803","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2657801cb544cf67f8a41c00803","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"6431","email":"hynesa@quorumdms.com","first_name":"Amanda","last_name":"Hynes","phone":"7097581450","orgname":"Quorum Information Systems Inc.","customer_acct_name":"Quorum Information Systems Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01977","extension_phone_1":"135","full_name":"Amanda Hynes","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-10-16","domain_1":"quorumdms.com","individual_id":"281895","area_code":"709","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501916","time_zone":"1","province":"NL","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01977","organization_id":"281894","phone_2":"7096995446","members_type":"CORP","last_act_type":"2020-11-24","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T10:34:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hynesa@quorumdms.com","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"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":{"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","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"5043","email":"roseline@radiancemedia.ca","first_name":"Roseline","last_name":"Lafreni\u00e8re","phone":"5142469971","orgname":"Radiance Media Inc.","customer_acct_name":"Radiance Media Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02071","province":"QC","full_name":"Roseline Lafreni\u00e8re","language":"French","origin":"Lapsed Members","explicit_consent_date":"2019-05-22","domain_1":"radiancemedia.ca","attended_webinar":"No","lapsed_expiration_date":"2019-05-22","individual_id":"260671","members_type":"CORP","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501325","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 mai 2025 bv\r\n29 mai 2025 bv\r\n3 juin 2025 bv\r\n15 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T10:43:00-04:00","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25O02071","temp_intcode_for_auto_old_int_code":"6","organization_id":"276272","pds_august":"4","pds_september":"4","last_infoline_date_type":"2020-01-28","last_act_type":"2020-06-16","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"roseline@radiancemedia.ca","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","company_paid_thru":"2020-04-30","corp_cancel_date":"2020-07-03","company_status":"I"}},"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":"2021-09-12","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","latest_paid_thru":"2026-01-31","corp_cancel_date":"2026-05-02","company_status":"I"}},"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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-11-18","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6119","email":"dlrogers@ns.sympatico.ca","first_name":"Lisa","last_name":"Rogers","phone":"9025648104","orgname":"Camdon Recycling Limited","customer_acct_name":"Camdon Recycling Limited","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01973","full_name":"Lisa Rogers","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2003-11-06","domain_1":"ns.sympatico.ca","individual_id":"257239","area_code":"902","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501924","time_zone":"1","province":"NS","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01973","organization_id":"69929","members_type":"CORP","last_act_type":"2017-10-17","intcode":"07","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T10:52:00-05:00","temp_intcode_for_auto_old_int_code":"07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dlrogers@ns.sympatico.ca","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9884","email":"jmjjk0001@gmail.com","first_name":"Jungjin","last_name":"Kim","phone":"6043541737","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":"L25C06490","full_name":"Jungjin Kim","language":"English","origin":"Lapsed Spring 2024","individual_id":"284082","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503571","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6043541737","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-02-03","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":"2025-10-08T12:43:00-04:00","paid_thru":"2023-11-30","new_member_date_2":"2019-12-24","temp_do_id_for_auto_old_do_id":"L25C06490","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-11-16","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":"jmjjk0001@gmail.com","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"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":"2022-08-04","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","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"10347","email":"shanon.dietz@swo.ymca.ca","first_name":"Shanon","last_name":"Dietz","phone":"5199075500","orgname":"YMCA of Western Ontario","customer_acct_name":"YMCA of Western Ontario","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01781","province":"ON","extension_phone_1":"1171","full_name":"Shanon Dietz","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2003-02-01","domain_1":"swo.ymca.ca","lapsed_expiration_date":"2022-04-02","individual_id":"39806","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501151","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":"2025-09-04T15:23:00-04:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25O01781","temp_intcode_for_auto_old_int_code":"6","organization_id":"64510","pds_august":"1","pds_september":"1","last_infoline_date_type":"2020-04-21","last_act_type":"2020-04-21","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"shanon.dietz@swo.ymca.ca","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29166","email":"sharon.smith@valbrunaasw.ca","first_name":"Sharon","last_name":"Smith","phone":"9057354756","orgname":"Valbruna ASW Inc.","customer_acct_name":"Valbruna ASW Inc.","tags":"250205 AST Members, WRA250509, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sharon Smith","members_type":"AST","city_1":"Ridgeville","province":"ON","language":"English","phone_2":"9058928736","lead_status":"Refused","new_member_date_2":"2015-03-30","pipeline_2_members_only_ast":"","individual_id":"233349","no_email_solicitation":"False","pds_march":"6","area_code":"905","time_zone":"2","blocnote":"May 4 2026 vm\r\nMay 6 2026 vm\r\nMay 13 2026 vm\r\nMay 19 2026 She said no longer need membership recently retired.","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T13:37:00-04:00","intcode":"21","old_do_id":"L25A03110","origin":"Lapsed members","found":"AC int code 13","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","old_int_code":"12","pds_may":"6","pds_july":"6","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"6","temp_do_id_for_auto_old_do_id":"L25A03110","temp_intcode_for_auto_old_int_code":"21","pds_september":"6","last_infoline_date_type":"2025-02-26","last_act_type":"2025-02-26","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"sharon.smith@valbrunaasw.ca","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","ln_entered_date":"2026-05-03","called_by":"Tri","aitm_status_called":"2026-05-08T10:46:42-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent spoke with Sharon, confirmed her identity, and conducted a membership survey. Sharon indicated her initial reason for joining was to stay current with payroll legislation and rated her satisfaction as 4. She declined to renew her membership, stating she is retired. The call ended politely with no issues.","aitm_callsummarytitle":"Membership survey and declined renewal","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_528feea240165de4d8df15acf0f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_528feea240165de4d8df15acf0f","mini_nps":"4","onesentencenotrenewed":"No. Thanks. I'm retired now.","initialvalue":"Stay Current","age_range":"61+","notrenewednolongerinpayroll":"Yes"}},"seriesid":"163"}
{"contact":{"id":"6488","email":"jatinder_toor@vacfss.com","first_name":"Jatinder","last_name":"Toor","phone":"6048757018","orgname":"Vancouver Aboriginal Child and Family Services Society","customer_acct_name":"Vancouver Aboriginal Child and Family Services Society","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, NPIdealed, npiAlert12, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01959","full_name":"Jatinder Toor","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-09-25","domain_1":"vacfss.com","individual_id":"282175","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502013","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01959","organization_id":"103032","members_type":"CORP","last_act_type":"2020-11-25","blocnote":"Oct 15 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T12:41:00-04:00","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":"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":"46 to 60 years","selfpayrollproficiency":"Basic","intcode":"01","temp_intcode_for_auto_old_int_code":"01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jatinder_toor@vacfss.com","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"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":{"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","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"5335","email":"saracab01.fs@gmail.com","first_name":"Sara","last_name":"Felipa","phone":"4506768661","orgname":"Marie Morin Canada","customer_acct_name":"Marie Morin Canada","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07517","province":"QC","full_name":"Sara Felipa","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2021-12-02","individual_id":"294067","time_zone":"2","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2502829","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-26","temp_do_id_for_auto_old_do_id":"L25C07517","phone_2":"4383950131","last_infoline_date_type":"2021-02-25","last_act_type":"2021-02-25","pcl_status":"F","pcl_completion_date":"2021-01-31","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"lnc.21 nov 2025 bv 221","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T09:42:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"saracab01.fs@gmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"5428","email":"nbissonnette10@gmail.com","first_name":"Nathalie","last_name":"Bissonnette","phone":"5143436111","orgname":"IRBV","customer_acct_name":"IRBV","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02195","province":"QC","extension_phone_1":"82129","full_name":"Nathalie Bissonnette","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2022-11-07","attended_webinar":"No","lapsed_expiration_date":"2022-11-07","individual_id":"318456","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501403","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","new_member_date_2":"2022-11-07","no_email_solicitation":"FALSE","intcode":"15","blocnote":"24 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\r\n27 mai 2025 bv\r\n2 juin 2025 bv\r\n16 juin 2025 bv\n2026 May 08 call attempted to Nathalie, user mostly inaudible, no clear engagement","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:57-04:00","pipeline_2_members_only_ast":"","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A02195","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2023-10-02","last_act_type":"2025-03-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nbissonnette10@gmail.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:57-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Nathalie to discuss her lapsed Associate membership with the National Payroll Institute and ask a few questions about her membership experience. However, the user was mostly inaudible and did not engage in the conversation. The call ended without completing the survey or obtaining clear responses.","aitm_callsummarytitle":"Attempted call to Nathalie - no engagement","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2ad2bfad4732ca5dd0f15714302","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2ad2bfad4732ca5dd0f15714302","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"seriesid":"163"}
{"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":"2026-06-02","npi_email_temp":"iskugor@hotmail.com","pcl_completion_date_5":"2022-03-12","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"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":"2021-02-12","last_act_type":"2026-10-03","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","npi_email_temp":"droghinscaian@gmail.com","pf2_status":"E","pcl_completion_date_5":"2030-06-30","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"5361","email":"melensita26@hotmail.com","first_name":"Cruz","last_name":"M","phone":"4388858926","orgname":"Groupe Milna Inc.","customer_acct_name":"Groupe Milna Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02394","province":"QC","full_name":"Cruz Milena Gonzalez M","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2018-02-14","attended_webinar":"No","lapsed_expiration_date":"2022-02-02","individual_id":"295718","time_zone":"2","area_code":"438","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501503","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","new_member_date_2":"2020-12-09","no_email_solicitation":"FALSE","intcode":"15","blocnote":"9 juin 2025 demande a \u00eatre rappeler attend un appel d'urgence\n2026 May 08 call ended due to inactivity, no clear communication with contact.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:34-04:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25A02394","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2020-08-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"melensita26@hotmail.com","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:34-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Cruz but was unable to have a clear conversation as the user's speech was inaudible. The call ended due to inactivity without completing the intended interaction.","aitm_callsummarytitle":"Unsuccessful call due to inaudible speech","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear response from contact due to inaudible speech.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"6","astotherreasonsnottorenew":"No clear reason provided due to inaudible speech.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5c4803b280a359c6342a0300af5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5c4803b280a359c6342a0300af5"}},"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","latest_paid_thru":"2021-09-30"}},"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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-08-31"}},"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","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5434","email":"f.ammar2012@yahoo.ca","first_name":"Farid","last_name":"Ammar","phone":"5142943679","orgname":"Derichebourg Canada","customer_acct_name":"Derichebourg Canada","tags":"CSV imported, F24 Webinar registration QC, F24 Webinar QC, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07318","province":"QC","full_name":"Farid Ammar, MPA","language":"French","origin":"2024 FALL","attended_webinar":"No","lapsed_expiration_date":"2022-04-02","individual_id":"298490","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501540","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","paid_thru":"2022-01-31","new_member_date_2":"2021-02-25","temp_do_id_for_auto_old_do_id":"L25C07318","phone_2":"5142943679","last_act_type":"2021-02-25","pcl_status":"P","pcl_completion_date":"2021-06-14","pf1_status":"F","pf1_completion_date":"2022-04-24","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"f.ammar2012@yahoo.ca","pcl_completion_date_5":"2026-06-14","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"8445","email":"adminfft@franco-nord.com","first_name":"Flora","last_name":"Camuzet","phone":"8679202919","orgname":"La F\u00e9d\u00e9ration Franco-T\u00e9noise","customer_acct_name":"La F\u00e9d\u00e9ration Franco-T\u00e9noise","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25C06289","province":"NT","extension_phone_1":"253","full_name":"Flora Camuzet","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2019-04-22","domain_1":"franco-nord.com","lapsed_expiration_date":"2022-06-02","individual_id":"329708","area_code":"867","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501796","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C06289","canceldate":"2024-11-02","new_member_date_2":"2023-09-22","phone_2":"7786759727","last_act_type":"2023-09-22","pcl_status":"F","pcl_completion_date":"2024-01-22","number_of_passed_courses":"0","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T12:01:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"adminfft@franco-nord.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"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","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
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{"contact":{"id":"9845","email":"jitkamal1999@gmail.com","first_name":"Kamaljit","last_name":"Kaur","phone":"2898891932","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":"L25C06491","full_name":"Kamaljit Kaur","language":"English","origin":"Lapsed Spring 2024","individual_id":"308012","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-14","old_do_id":"LB2503634","members_type":"CAND","province":"ON","area_code":"289","time_zone":"2","phone_2":"2898891932","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T09:57:00-05:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"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":"18 to 30 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"Yes","notrenewedtemporaryneed":"No","canceldate":"2024-02-03","paid_thru":"2023-11-30","new_member_date_2":"2021-12-09","temp_do_id_for_auto_old_do_id":"L25C06491","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2023-08-15","last_act_type":"2023-08-15","pcl_status":"P","pcl_completion_date":"2022-05-01","pf1_status":"P","pf1_completion_date":"2022-08-04","pf2_status":"F","pf2_completion_date":"2023-04-02","number_of_passed_courses":"2","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"jitkamal1999@gmail.com","pcl_completion_date_5":"2027-05-01","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"8137","email":"brigitte.dupuis@dilfo.com","first_name":"Brigitte","last_name":"Dupuis","phone":"6137417731","orgname":"Dilfo Mechanical Ltd.","customer_acct_name":"Dilfo Mechanical Ltd.","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":"L25O00296","province":"ON","extension_phone_1":"222","full_name":"Brigitte Dupuis","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-11-11","domain_1":"dilfo.com","lapsed_expiration_date":"2023-01-05","individual_id":"294827","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00639","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"07","blocnote":"May 12 2025 Brigitte no longer there, Advised should speak to Roxandra the controller, she is in a meeting call back.\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:52:00-05:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00296","temp_intcode_for_auto_old_int_code":"07","organization_id":"294823","last_act_type":"2022-12-12","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"6","npi_email_temp":"brigitte.dupuis@dilfo.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6057","email":"milacarr0810@gmail.com","first_name":"Milagros","last_name":"Beaudoin","phone":"","orgname":"Opticon","customer_acct_name":"Opticon","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502967","full_name":"Milagros Beaudoin","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2005-01-11","individual_id":"71592","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"C16499","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","paid_thru":"2020-01-31","new_member_date_2":"2005-01-11","temp_do_id_for_auto_old_do_id":"LB2502967","temp_intcode_for_auto_old_int_code":"21","phone_2":"4162707270","last_act_type":"2020-08-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"milacarr0810@gmail.com","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31"}},"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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"10983","email":"selinayujx@hotmail.com","first_name":"Jingxuan","last_name":"Yu","phone":"6134109972","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":"Jingxuan Yu","language":"English","origin":"Lapsed Spring 2024","individual_id":"321974","area_code":"613","region":"CDN","lead_status":"Refused","old_do_id":"L25C06308","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6134109972","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T15:21:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2023-02-21","temp_do_id_for_auto_old_do_id":"L25C06308","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-19","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":"selinayujx@hotmail.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","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"5971","email":"brittany.wiebe@firsttruck.ca","first_name":"Brittany","last_name":"Wiebe","phone":"2505642515","orgname":"Beswick Hilderbrandt Lund","customer_acct_name":"Beswick Hilderbrandt Lund","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Brittany Wiebe","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2016-11-09","domain_1":"firsttruck.ca","individual_id":"258353","area_code":"403","region":"CDN","lead_status":"Lapsed DEL","old_do_id":"LB2502173","time_zone":"4","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","members_type":"CORP","date_of_renewal_identification":"","paid_thru":"2025-09-30","temp_do_id_for_auto_old_do_id":"L25O02459","organization_id":"343703.0","phone_2":"2509612748","last_act_type":"2023-08-21","number_of_passed_courses":"0","do_id":"L25O02459","pipeline_2_members_only_ast":"","intcode":"06","blocnote":"LN Nov 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T12:57:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"brittany.wiebe@firsttruck.ca","formatted_paid_thru":"30\/09\/2025","company_paid_thru":"2025-09-30","latest_paid_thru":"2025-09-30","ln_entered_date":"2026-05-26"}},"seriesid":"163"}
{"contact":{"id":"9974","email":"vivian.thai@ogletree.com","first_name":"Shirley","last_name":"Gladwell","phone":"4166379065","orgname":"Ogletree Deakins International, LLP","customer_acct_name":"Ogletree Deakins International, LLP","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02315","province":"ON","full_name":"Shirley Gladwell","language":"English","origin":"2023 lapsed Members","domain_1":"ogletree.com","lapsed_expiration_date":"2022-10-04","individual_id":"266147","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500757","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","new_member_date_2":"2018-08-20","no_email_solicitation":"FALSE","intcode":"16","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 vm\n2026 May 08 contact informed Shirley is no longer with the firm and no new contact info available.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:03-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A02315","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2021-10-08","last_act_type":"2021-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vivian.thai@ogletree.com","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:03-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to reach Shirley Gladwell at Ogletree Deakins International, LLP but was informed by the respondent that Shirley is no longer with the firm and no updated contact information was available. The call ended after this information was provided.","aitm_callsummarytitle":"Wrong Number - Contact No Longer with Firm","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact informed that Shirley is no longer with the firm and no updated contact information is available.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"08","astotherreasonsnottorenew":"Contact no longer works at the firm, so renewal is not applicable.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5a0158bd1ed53d5d0d33db450c5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5a0158bd1ed53d5d0d33db450c5","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2021-10-31","company_paid_thru":"2021-10-31","corp_cancel_date":"2022-01-07","company_status":"I"}},"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","latest_paid_thru":"2022-02-28"}},"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","latest_paid_thru":"2023-06-30","company_paid_thru":"2023-06-30","corp_cancel_date":"2023-05-09","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9991","email":"jparr@whitewaterregion.ca","first_name":"Julie","last_name":"Parr","phone":"6136462282","orgname":"Township of Whitewater Region","customer_acct_name":"Township of Whitewater Region","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":"Julie Parr","language":"English","origin":"Lapsed Spring 2024","domain_1":"whitewaterregion.ca","individual_id":"321332","area_code":"613","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25C06344","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6136462282","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:26:00-05:00","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","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":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2023-02-17","temp_do_id_for_auto_old_do_id":"L25C06344","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","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"jparr@whitewaterregion.ca","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"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, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"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":"2026-02-27","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","company_paid_thru":"2027-01-31","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"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":"payrollcompliance visited, payroll.ca visited, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A03098","full_name":"Lisa Dareichuk","members_type":"AST","city_1":"Saskatoon","province":"SK","language":"English","phone_2":"3062622404","lead_status":"Lapsed Member","new_member_date_2":"2023-03-22","pipeline_2_members_only_ast":"","individual_id":"284510","no_email_solicitation":"False","sendpreexpirationemail":"2026-05-13T11:43:00-04:00","blocnote":"May 13 2026 Survey completed- emails for webinars and renewal\r\nMay 4 2026 vm\r\nMay 6 2026 vm\n2026 May 13 call reached voicemail, contact away from desk\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail for Lisa Derichek, no live contact\n2026 May 15 call went to voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:41-04:00","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":"306","time_zone":"3","intcode":"06","last_engaged_date":"2026-05-26","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":"L25A03098","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-05-02","last_act_type":"2025-10-02","telemarketing_call_date":"2025-11-19","number_of_passed_courses":"0","old_int_code":"02","sendcandapplicationform":"2025-11-25T16:24:00-05:00","sendmayemail":"2025-11-19T10:18:00-05:00","testimonialagree":"No","testimonial":"Anytime I have reached out to NPI for assistance they have been very helpful.","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","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST0332","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:45-04:00","number_of_call_attempts":"8","number_of_total_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","session_id":"call_edb4ceb7c30432e1057ed65968e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_edb4ceb7c30432e1057ed65968e","renewal_refusal_reasons":"","sendapxapplicationform":"2026-05-13T11:43:00-04:00","testimonial_reviewer_name":"Payam","testimonial_reviewed":"NPI has always been very helpful anytime I have reached out for assistance.","original_language":"English","original_testimonial_translated":"L'INP m'a toujours apport\u00e9 une aide pr\u00e9cieuse chaque fois que j'ai sollicit\u00e9 son aide.","testimonial_sent_date":"2026-05-13T13:33:50-04:00","testimonial_confirmation_date":"2026-05-20T13:41:11-04:00","last_login_date":"2026-05-26T18:35:59-04:00","member_may":"6"}},"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":"2020-03-11","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","latest_paid_thru":"2020-05-31"}},"seriesid":"163"}
{"contact":{"id":"8443","email":"carolhipe@gmail.com","first_name":"Carol","last_name":"Hipe","phone":"7802507920","orgname":"East West College","customer_acct_name":"East West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07553","province":"AB","full_name":"Carol Hipe","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293306","area_code":"503","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2501225","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":"2020-10-02","temp_do_id_for_auto_old_do_id":"L25C07553","phone_2":"7807093630","last_act_type":"2020-01-10","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-03-22","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"carolhipe@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"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","latest_paid_thru":"2023-01-31"}},"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":"2023-09-01","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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"5100","email":"raluonu@yahoo.com","first_name":"Raluca","last_name":"Furtuna","phone":"5143356026","orgname":"Les Couvre-Planchers Solath\u00e8que Inc.","customer_acct_name":"Les Couvre-Planchers Solath\u00e8que Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Raluca Furtuna","language":"French","origin":"Lapsed Member","explicit_consent_date":"2019-09-19","attended_webinar":"No","lapsed_expiration_date":"2019-09-19","individual_id":"229729","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","old_do_id":"L25O00170","members_type":"PRO","new_member_date_2":"2019-09-19","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-11-03","cpa_certification":"SCP","cert_status":"WITHDRAWN_CPE","organization_id":"296067","intcode":"21","blocnote":"5 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T15:50:00-04:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"LB2506891","temp_intcode_for_auto_old_int_code":"21","phone_2":"4389304268","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"6","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2015-02-06","pf1_status":"P","pf1_completion_date":"2015-10-26","pf2_status":"P","pf2_completion_date":"2017-02-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-02-24","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","do_id":"LB2506891","npi_email_temp":"raluonu@yahoo.com","pcl_completion_date_5":"2020-02-06","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9878","email":"teresazhen0810@gmail.com","first_name":"Teresa","last_name":"Zhen","phone":"6474509810","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":"L25C06340","full_name":"Teresa Zhen","language":"English","origin":"Lapsed Spring 2024","individual_id":"309581","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503654","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6474509810","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"PENDING","intcode":"06","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:20:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2022-02-14","temp_do_id_for_auto_old_do_id":"L25C06340","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-12-30","pcl_status":"P","pcl_completion_date":"2022-08-04","pf1_status":"P","pf1_completion_date":"2022-10-24","pf2_status":"P","pf2_completion_date":"2023-02-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-21","number_of_passed_courses":"4","onesentencenotrenewed":"","trc":"True","wera":"True","npi_email_temp":"teresazhen0810@gmail.com","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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":"2020-09-06","last_act_type":"2022-08-02","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","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"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":"2021-05-11","last_act_type":"2021-05-11","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","latest_paid_thru":"2022-02-28"}},"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":"2021-05-08","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","latest_paid_thru":"2022-08-31"}},"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":{"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":"2023-10-07","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","latest_paid_thru":"2024-01-31"}},"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","latest_paid_thru":"2022-07-31","company_paid_thru":"2022-07-31","corp_cancel_date":"2022-10-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8488","email":"mari_gcm@yahoo.com","first_name":"Marinela","last_name":"Cazangiu","phone":"5145492438","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":"L25C07022","full_name":"Marinela Cazangiu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304994","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503297","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5145492438","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","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 9 2025 vm\r\nApr 30 2025 only french","paid_thru":"2022-08-31","new_member_date_2":"2021-09-10","temp_do_id_for_auto_old_do_id":"L25C07022","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-10-09","pcl_status":"F","pcl_completion_date":"2022-01-02","number_of_passed_courses":"0","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T11:08:00-05:00","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"mari_gcm@yahoo.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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":"2022-07-02","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","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"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","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"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":{"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"6599","email":"irathod@hotmail.com","first_name":"Ilaben","last_name":"Rathod","phone":"9054952085","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503061","full_name":"Ilaben Rathod","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"01-mai-19","individual_id":"56409","region":"CDN","lead_status":"Refused","old_do_id":"C17650","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-07-03","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":"","pds_july":"13","paid_thru":"2021-04-30","new_member_date_2":"2019-05-01","temp_do_id_for_auto_old_do_id":"LB2503061","temp_intcode_for_auto_old_int_code":"21","pds_august":"13","phone_2":"9054952085","pds_september":"13","last_infoline_date_type":"2018-12-09","last_conf_date_type":"2018-06-27","last_act_type":"2021-01-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-06-20","number_of_passed_courses":"1","pds_october":"13","trc":"False","wera":"False","pds_november":"13","npi_email_temp":"irathod@hotmail.com","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30"}},"seriesid":"163"}
{"contact":{"id":"17136","email":"finance@ourplacesociety.com","first_name":"Janet","last_name":"Macmurchie","phone":"2509405060","orgname":"Our Place Society","customer_acct_name":"Our Place Society","tags":"Fixed deal, NPIdealed","ip4":"0.0.0.0","fields":{"province":"BC","extension_phone_1":"x229","phone_2":"2509405060","full_name":"Janet Macmurchie","language":"English","origin":"Lapsed Members","domain_1":"ourplacesociety.com","domain_2":"Ourplacesociety.Com","do_id":"LB2500292","email2":"finance@ourplacesociety.com","time_zone":"5","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"C07691","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"LB2500292","npi_email_temp":"finance@ourplacesociety.com"}},"seriesid":"163"}
{"contact":{"id":"8164","email":"mabel.t.ma@gmail.com","first_name":"Mabel","last_name":"Ma","phone":"4036088313","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":"LB2503288","full_name":"Mabel Ma","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"305955","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CLNPI000509","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4036088313","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"10 March 2025 She is not doing payroll anymore for over 15 years","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T21:58:00-04:00","onesentencenotrenewed":"She is not doing payroll anymore for over 15 years","canceldate":"2022-12-02","paid_thru":"2022-09-30","new_member_date_2":"2021-10-28","temp_do_id_for_auto_old_do_id":"LB2503288","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-10-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mabel.t.ma@gmail.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"10403","email":"kirstenrenelle.johnson@gmail.com","first_name":"Kirsten","last_name":"Johnson","phone":"6042191978","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":"L25C06393","full_name":"Kirsten Johnson","language":"English","origin":"Lapsed Spring 2024","individual_id":"296276","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502567","time_zone":"5","province":"AB","members_type":"CAND","phone_2":"6042191978","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","intcode":"06","blocnote":"14 March 2025 Busy call later\r\n25 March 2025 VM\r\n31 March 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":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T12:37:00-04:00","new_member_date_2":"2021-01-04","temp_do_id_for_auto_old_do_id":"L25C06393","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-08-22","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2021-11-28","pf2_status":"P","pf2_completion_date":"2023-06-15","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"kirstenrenelle.johnson@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"5235","email":"carlos2812_2000@yahoo.com","first_name":"Carlos","last_name":"Noguera","phone":"8194461871","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":"Carlos Alberto Noguera","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"311267","region":"QC","lead_status":"Refused","last_engaged_date":"2024-11-24","old_do_id":"LB2504082","members_type":"CAND","province":"QC","area_code":"819","time_zone":"2","phone_2":"8194461871","pipeline_1_lapsed_members":"Refused Lapsed","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T16:51:00-04:00","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","notrenewednobenefit":"No","notrenewednotused":"Yes","notrenewedwanttorenew":"No","npichallenges":"Yes","npichallengesspecify":"He just didn't have time to continue his courses that's why he cancelled","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"yes he found it expensive a bit","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"he is not in payroll at this moment but he wants to take the courses again - he might be in payroll again","hardtoparticipateevents":"No","engagingstrategiesspecify":"when he takes the courses he wants to take them online so he would like to be in contact with the teacher","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"Yes","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"Yes","intcode":"21","sendapplicationform":"2025-03-10T08:27:00-04:00","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","blocnote":"10 March 2025 Survey completed - he is waiting for the e-mail - he was a candidate member so he wants the candidate and PCP","canceldate":"2023-05-02","paid_thru":"2023-02-28","new_member_date_2":"2022-03-17","temp_do_id_for_auto_old_do_id":"LB2504627","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":"","last_act_type":"2022-03-17","pcl_status":"F","pcl_completion_date":"2022-07-17","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2504627","npi_email_temp":"carlos2812_2000@yahoo.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"17217","email":"michelle_s_chung@yahoo.com","first_name":"Michelle","last_name":"Chung","phone":"5197598884","orgname":"Ramkey Communications Inc","customer_acct_name":"Ramkey Communications Inc","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, npiAlert16, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"full_name":"Michelle Chung","language":"English","origin":"S24 LinkedIn Campaign","do_id":"AST0259","time_zone":"2","area_code":"226","region":"CDN","members_type":"AST","city_1":"Brantford","province":"ON","phone_2":"2269229631","lead_status":"Renewed APX","new_member_date_2":"2024-12-04","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"345136","no_email_solicitation":"False","intcode":"06","blocnote":"Apr 30 2026 vm  May 21 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:57:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"106","temp_do_id_for_auto_old_do_id":"AST0259","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2026-04-17","last_act_type":"2026-04-17","telemarketing_call_date":"2026-05-21","sendaigeneral":"2025-10-15T09:11:00-04:00","sendoctoberemail":"2025-10-15T09:11:48-04:00","sendaidate":"2025-12-01T10:14:06-05:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","email2":"","full_name_2":" ","sendmayemail":"2025-10-15T14:37:00-04:00","value_designation":"Yes","mini_nps":"3","testimonial":"no testimonial","testimonialagree":"Yes","testimonialrefusal":"","old_int_code":"99","number_of_passed_courses":"0","date_of_renewal_identification":"2025-11-25","trc":"False","wera":"False","npi_email_temp":"michelle_s_chung@yahoo.com","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"10376","email":"kimminh01@yahoo.ca","first_name":"Minh","last_name":"Nguyen","phone":"4036305831","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Minh Vu (Kim) Nguyen","language":"English","origin":"Lapsed Spring 2024","individual_id":"318388","region":"CDN","lead_status":"Refused","old_do_id":"LB2505895","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4036305831","pipeline_1_lapsed_members":"Refused Lapsed","date_of_renewal_identification":"","intcode":"21","blocnote":"14 March 2025 VM\r\n25 March 2025 VM\r\n31 March 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","sendapplicationform":"2025-09-04T19:45:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T19:49:00-04:00","new_member_date_2":"2022-11-03","paid_thru":"2025-10-31","temp_do_id_for_auto_old_do_id":"LB2505895","temp_intcode_for_auto_old_int_code":"21","old_int_code":"99","last_act_type":"2024-11-22","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"P","pf1_completion_date":"2025-03-25","number_of_passed_courses":"2","trc":"True","wera":"False","pipeline_2_members_only_ast":"","onesentencenotrenewed":"CAND reached 3 years limit for renewal","canceldate":"2026-01-06","npi_email_temp":"kimminh01@yahoo.ca","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"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":"2021-07-10","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","latest_paid_thru":"2022-09-30"}},"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, TMAI","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\n2026 May 08 voicemail reached for Darlene Branowicke, no message left\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 voicemail reached for Darlene Branowicke, no live contact\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 voicemail reached for Darlene Branowicke, no live contact\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail for Darlene Branowicke, no contact made\n2026 May 15 call went to voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:46-04:00","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","latest_paid_thru":"2020-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:42-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly 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","session_id":"call_931e42c8e8f9187796653ee2527","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_931e42c8e8f9187796653ee2527","mini_nps":"3"}},"seriesid":"163"}
{"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","latest_paid_thru":"2020-04-30","company_paid_thru":"2020-04-30","corp_cancel_date":"2020-07-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8538","email":"arlene.mcfall@paradigmprecision.com","first_name":"Arlene","last_name":"McFall","phone":"7053266611","orgname":"Paradigm Precision","customer_acct_name":"Paradigm Precision","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02125","extension_phone_1":"221","full_name":"Arlene McFall","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-02-12","domain_1":"paradigmprecision.com","individual_id":"272730","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501868","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-01-31","temp_do_id_for_auto_old_do_id":"L25O02125","organization_id":"272729","members_type":"CORP","last_act_type":"2020-09-04","intcode":"06","blocnote":"LN Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T10:55:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"arlene.mcfall@paradigmprecision.com","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31","company_paid_thru":"2020-01-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"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":"03","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":"03","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.\n2026 May 08 call attempted but user speech inaudible, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:33-04:00","mini_nps":"4","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"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","latest_paid_thru":"2025-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:33-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Nathalie but was unable to understand the user's speech due to inaudible responses. The call ended without any meaningful conversation or task completion.","aitm_callsummarytitle":"Call Attempted but No Communication","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"20","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cfe5e4d6e60c3a57573f9f31642","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cfe5e4d6e60c3a57573f9f31642"}},"seriesid":"163"}
{"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":"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","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"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","latest_paid_thru":"2020-07-31","company_paid_thru":"2020-07-31","corp_cancel_date":"2020-10-02","company_status":"I"}},"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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"9830","email":"bbalendra@roadsportchrysler.ca","first_name":"Bala","last_name":"Balendra","phone":"4162642501","orgname":"Roadsport Auto Group","customer_acct_name":"Roadsport Auto Group","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01802","province":"ON","full_name":"Bala Balendra, B.COM","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-01-17","domain_1":"roadsportchrysler.ca","lapsed_expiration_date":"2022-03-02","individual_id":"271484","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501043","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"May 21 2025  vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T11:25:00-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01802","temp_intcode_for_auto_old_int_code":"16","organization_id":"271482","pds_august":"1","phone_2":"6472060616","pds_september":"1","last_act_type":"2019-01-23","old_int_code":"08","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"bbalendra@roadsportchrysler.ca","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8425","email":"jsc148@yahoo.ca","first_name":"Jessa","last_name":"Cruz","phone":"4033999604","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07541","full_name":"Jessa Cruz","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293448","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503234","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":"L25C07541","phone_2":"4033999604","last_act_type":"2020-06-10","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":"jsc148@yahoo.ca","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"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","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"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, TMAI","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":"03","blocnote":"Aug 13 2025 vm\n2026 May 08 call reached contact but ended quickly after AI disclosure\n2026 May 11 call initiated but no conversation after greeting\n2026 May 13 call answered by someone not Dina, call ended quickly by user.\n2026 May 15 call ended after initial greeting attempts, no contact made\n2026 May 19 call ended after initial greeting, no contact with Dina.\n2026-05-21 Dial no answer, phone: +18075777338\n2026-05-21 Dial no answer, phone: +18075777338\n2026 May 25 call attempted but no clear conversation, user inaudible","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:25:42-04:00","temp_do_id_for_auto_old_do_id":"L25A02506","temp_intcode_for_auto_old_int_code":"03","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","latest_paid_thru":"2020-07-31","called_by":"Tri","aitm_status_called":"2026-05-25T11:25:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"9","npi_transcriptsummary":"The agent attempted to reach Dina but was unable to have a clear conversation as the user response was inaudible and the call ended shortly after.","aitm_callsummarytitle":"Unsuccessful call attempt to Dina","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"05","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_738113ecd5ce530f493f77485e4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_738113ecd5ce530f493f77485e4","number_of_calls_reached":"7","mini_nps":"3","onesentencenotrenewed":"Contact did not answer the call.","initialvalue":"Other","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"5979","email":"margarethenry87@yahoo.ca","first_name":"Margaret","last_name":"Henry","phone":"4164316330","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502879","city_1":"AST","full_name":"Margaret Henry","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-05-13","individual_id":"194830","region":"CDN","lead_status":"Refused","old_do_id":"C16370","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-07-03","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2014-05-13","no_email_solicitation":"False","province":"ON","cert_status":"WITHDRAWN_CPE","time_zone":"2","paid_thru":"2020-04-30","intcode":"21","blocnote":"Aug 13 2025 she is no longer there","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T09:21:00-04:00","notrenewedother":"Could not find a reason why they did not renew","old_int_code":"12","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2502879","temp_intcode_for_auto_old_int_code":"21","phone_2":"4164316330","last_infoline_date_type":"2018-01-03","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-03-15","pf1_status":"P","pf1_completion_date":"2012-05-09","pf2_status":"P","pf2_completion_date":"2012-06-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-06-25","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"margarethenry87@yahoo.ca","pcl_completion_date_5":"2017-03-15","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30"}},"seriesid":"163"}
{"contact":{"id":"5404","email":"davidzegue16@gmail.com","first_name":"David","last_name":"Z\u00e9gu\u00e9","phone":"4389986160","orgname":"","customer_acct_name":"","tags":"CSV imported, F24 Webinar registration QC, F24 Webinar QC, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07319","province":"QC","full_name":"David Z\u00e9gu\u00e9","language":"French","origin":"2024 FALL","attended_webinar":"Yes","lapsed_expiration_date":"2022-04-02","individual_id":"272768","time_zone":"2","area_code":"438","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-17","old_do_id":"LB2501525","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","paid_thru":"2022-01-31","new_member_date_2":"2019-02-22","temp_do_id_for_auto_old_do_id":"L25C07319","phone_2":"4389986160","last_act_type":"2021-03-24","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2019-10-21","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"davidzegue16@gmail.com","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31"}},"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","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"6013","email":"matusovski@shaw.ca","first_name":"Rita","last_name":"Matusovski","phone":"4036051047","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502960","city_1":"PRO","full_name":"Rita Matusovski","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2016-05-30","individual_id":"36467","region":"CDN","lead_status":"Refused","old_do_id":"C16489","nonactive_reason":"bounced","notrenewedother":"No valid email, No valid phone","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit","canceldate":"2020-08-05","cert_status":"WITHDRAWN","new_member_date_2":"2016-05-30","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"LB2502960","temp_intcode_for_auto_old_int_code":"21","province":"AB","cpa_certification":"CPM","pds_august":"19","phone_2":"4036051047","pds_september":"19","last_conf_date_type":"2011-06-07","last_act_type":"2020-03-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-12-15","number_of_passed_courses":"1","pds_october":"19","trc":"False","wera":"False","pds_november":"19","npi_email_temp":"matusovski@shaw.ca","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31"}},"seriesid":"163"}
{"contact":{"id":"6139","email":"nazeli.aboolian@yahoo.com","first_name":"Nazeli","last_name":"Aboolian, Cpa, Cga","phone":"4032372388","orgname":"Chirp Foods Inc.","customer_acct_name":"Chirp Foods Inc.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502121","full_name":"Nazeli Aboolian, CPA, CGA","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2009-03-02","individual_id":"141955","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"C16325","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-06-01","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T16:12:00-05:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-01-31","new_member_date_2":"2009-03-02","temp_do_id_for_auto_old_do_id":"LB2502121","temp_intcode_for_auto_old_int_code":"6","phone_2":"4038084929","last_infoline_date_type":"2019-08-29","last_act_type":"2021-01-19","pcl_status":"P","pcl_completion_date":"2009-07-29","pf1_status":"P","pf1_completion_date":"2009-12-21","pf2_status":"P","pf2_completion_date":"2010-06-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-03-30","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"nazeli.aboolian@yahoo.com","pcl_completion_date_5":"2014-07-29","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31"}},"seriesid":"163"}
{"contact":{"id":"8386","email":"aditikalra16@gmail.com","first_name":"Aditi","last_name":"Kalra","phone":"7782419665","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07142","province":"BC","full_name":"Aditi Kalra","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"264292","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500374","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":"2018-06-11","temp_do_id_for_auto_old_do_id":"L25C07142","phone_2":"7782419665","last_act_type":"2021-02-06","pcl_status":"P","pcl_completion_date":"2020-09-13","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"aditikalra16@gmail.com","pcl_completion_date_5":"2025-09-13","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"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","latest_paid_thru":"2020-08-31","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact with Raeann\n2026 May 08 reached voicemail, no direct contact\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 reached voicemail, no contact with Raeann\n2026 May 13 call reached voicemail, message left\n2026 May 13 voicemail reached, no human contact\n2026 May 15 reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","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","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made 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","session_id":"call_94d133de8e1dfeb43d94db8fe65","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_94d133de8e1dfeb43d94db8fe65","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"16269","email":"angie.volis@saputo.com","first_name":"Angie","last_name":"Volis","phone":"5144573478","orgname":"G Production Inc.","customer_acct_name":"G Production Inc.","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"province":"QC","full_name":"Angie Volis","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2003-10-27","domain_1":"saputo.com","do_id":"L25O01573","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501576","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 14 2025 vm Fran\u00e7ais ?","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T13:30:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01573","temp_intcode_for_auto_old_int_code":"6","individual_id":"64359","organization_id":"21010","pds_august":"12","phone_2":"4506870640","pds_september":"12","last_infoline_date_type":"2022-06-20","last_act_type":"2023-03-22","number_of_passed_courses":"0","pds_october":"12","trc":"False","wera":"False","pds_november":"12","npi_email_temp":"angie.volis@saputo.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9825","email":"lexielee74@gmail.com","first_name":"Lexie","last_name":"Radelet","phone":"2509943332","orgname":"Barkerville Historic Town and Park","customer_acct_name":"Barkerville Historic Town and Park","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07074","province":"BC","extension_phone_1":"21","full_name":"Lexie Radelet","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"255571","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500369","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":"2017-08-31","temp_do_id_for_auto_old_do_id":"L25C07074","phone_2":"2509943379","last_act_type":"2021-03-08","pcl_status":"P","pcl_completion_date":"2018-01-07","pf1_status":"F","pf1_completion_date":"2022-04-10","pf2_status":"F","pf2_completion_date":"2018-09-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-06-15","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"lexielee74@gmail.com","pcl_completion_date_5":"2023-01-07","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"contact":{"id":"16310","email":"hr@pioneeryouthservices.ca","first_name":"Cheri-ann","last_name":"Chowan","phone":"5198843985","orgname":"Pioneer Youth Services","customer_acct_name":"Pioneer Youth Services","tags":"payroll.ca visited, Fixed deal, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"province":"ON","extension_phone_1":"230","full_name":"Cheri-ann Chowan","language":"English","origin":"2023 lapsed Members","domain_1":"pioneeryouthservices.ca","attended_webinar":"Yes","lapsed_expiration_date":"2022-03-02","do_id":"L25C07392","individual_id":"270652","time_zone":"2","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2500825","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":"2019-01-10","temp_do_id_for_auto_old_do_id":"L25C07392","phone_2":"5199941816","last_infoline_date_type":"2019-04-29","last_act_type":"2021-02-17","pcl_status":"P","pcl_completion_date":"2019-04-29","pf1_status":"P","pf1_completion_date":"2019-08-19","pf2_status":"P","pf2_completion_date":"2020-02-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-07-06","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"hr@pioneeryouthservices.ca","pcl_completion_date_5":"2024-04-29","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"6539","email":"libinmp@gmail.com","first_name":"Libin","last_name":"Maickadan Paily, Mba","phone":"2048943767","orgname":"Mijo Tax Services","customer_acct_name":"Mijo Tax Services","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02417","city_1":"WINNIPEG","province":"AB","full_name":"Libin Maickadan Paily, MBA","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"24-ao?t-20","individual_id":"288166","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502792","time_zone":"3","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-10-02","members_type":"AST","new_member_date_2":"2020-08-24","no_email_solicitation":"FALSE","paid_thru":"2021-07-31","intcode":"10","blocnote":"Aug 13 2025 vm\n2026 May 08 contact answered but was in a meeting and requested callback","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:45-04:00","temp_do_id_for_auto_old_do_id":"L25A02417","temp_intcode_for_auto_old_int_code":"10","phone_2":"2048943767","last_act_type":"2020-08-24","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":"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":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"01","npi_email_temp":"libinmp@gmail.com","formatted_paid_thru":"31\/07\/2021","latest_paid_thru":"2021-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Libin and introduced the purpose of the call regarding the lapsed Associate membership. Libin indicated being in a meeting and requested a callback, but the call ended shortly after without further discussion.","aitm_callsummarytitle":"Contact requested callback due to meeting","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a9db0ec63c29891da635f358f60","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a9db0ec63c29891da635f358f60","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8146","email":"619701644@qq.com","first_name":"Zixu","last_name":"Chang","phone":"7785331521","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07195","province":"BC","full_name":"Zixu Chang","language":"English","origin":"2023 lapsed Members","domain_1":"qq.com","lapsed_expiration_date":"2022-07-05","individual_id":"300817","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500405","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","paid_thru":"2022-04-30","new_member_date_2":"2021-05-05","temp_do_id_for_auto_old_do_id":"L25C07195","phone_2":"7785331521","last_act_type":"2021-05-05","pcl_status":"P","pcl_completion_date":"2021-07-26","pf1_status":"P","pf1_completion_date":"2021-09-26","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"619701644@qq.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"5257","email":"ectchuen01@monccnb.ca","first_name":"Christophe","last_name":"Pola","phone":"5062263732","orgname":"","customer_acct_name":"","tags":"CSV imported, paie.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07424","province":"NB","full_name":"Christophe Rodrigue Tchuengue Pola","language":"French","origin":"2023 lapsed Members","domain_1":"monccnb.ca","lapsed_expiration_date":"2022-02-02","individual_id":"295603","time_zone":"1","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502800","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","members_type":"CAND","paid_thru":"2021-11-30","new_member_date_2":"2020-12-09","temp_do_id_for_auto_old_do_id":"L25C07424","phone_2":"5062263732","last_act_type":"2020-09-12","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":"2025-11-24T10:25:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ectchuen01@monccnb.ca","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"5970","email":"crystal.mullis@drivenation.ca","first_name":"Crystal","last_name":"Mullis","phone":"3063844811","orgname":"DriveNation","customer_acct_name":"DriveNation","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01942","full_name":"Crystal Mullis","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-11-30","domain_1":"drivenation.ca","individual_id":"281264","area_code":"306","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501931","time_zone":"3","province":"SK","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01942","organization_id":"269817","pds_august":"1","members_type":"CORP","pds_september":"1","last_act_type":"2019-09-27","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T10:02:00-04:00","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":"crystal.mullis@drivenation.ca","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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":"2027-05-31","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505382","npi_email_temp":"helen@310jobs.ca","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","company_status":"A"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","last_engaged_date":"2026-03-24","individual_id":"213024","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T12:45:00-04:00","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":"06","last_infoline_date_type":"2025-04-07","last_act_type":"2026-09-01","telemarketing_call_date":"2026-05-22","old_int_code":"31","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","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"5327","email":"josie.p.mancuso@gmail.com","first_name":"Josie","last_name":"Mancuso","phone":"5143695706","orgname":"Maya HTT Ltd.","customer_acct_name":"Maya HTT Ltd.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A00024","province":"QC","extension_phone_1":"280","full_name":"Josie Mancuso","language":"English","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2023-05-02","individual_id":"201280","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETA00093","members_type":"AST","new_member_date_2":"2020-03-10","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"PENDING","intcode":"0","blocnote":"12 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026-05-08 invalid phone destination, phone: +14506830534","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:50-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00024","temp_intcode_for_auto_old_int_code":"08","phone_2":"5143694200","last_act_type":"2022-11-05","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"P","pf2_completion_date":"2022-05-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-05-11","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"josie.p.mancuso@gmail.com","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:26:42-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach Josie, but it went to voicemail and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_956bf82433fc7399e726a037c07","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_956bf82433fc7399e726a037c07","old_int_code":"08"}},"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":{"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":"2025-12-12","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","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"10000","email":"debbie.jim@bellnet.ca","first_name":"Debra","last_name":"Jim","phone":"8075992224","orgname":"Seine River First Nation","customer_acct_name":"Seine River First Nation","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01633","province":"ON","extension_phone_1":"2001","full_name":"Debra Jim","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1995-08-01","lapsed_expiration_date":"2022-10-04","individual_id":"17827","area_code":"807","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500937","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":"2025-12-18T15:52:00-05:00","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25O01633","temp_intcode_for_auto_old_int_code":"6","organization_id":"10303","pds_august":"5","phone_2":"8075992229","pds_september":"5","last_conf_date_type":"2018-06-27","last_act_type":"2022-12-09","pcl_status":"P","pcl_completion_date":"2021-01-10","pf1_status":"F","pf1_completion_date":"2023-02-16","number_of_passed_courses":"1","pds_october":"5","trc":"True","wera":"False","pds_november":"5","npi_email_temp":"debbie.jim@bellnet.ca","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31","company_paid_thru":"2022-07-31","corp_cancel_date":"2022-10-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6118","email":"nancyfernandes.h@gmail.com","first_name":"Nancy","last_name":"Fernandes","phone":"4034616610","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02592","city_1":"AST","full_name":"Nancy Fernandes","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2010-03-19","individual_id":"166647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502863","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2010-03-19","no_email_solicitation":"False","province":"AB","cert_status":"WITHDRAWN_CPE","time_zone":"4","paid_thru":"2020-02-29","intcode":"06","blocnote":"Aug 13 2025 completed ( send info for All alberta events)\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no message left\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","sendjulyemail":"2025-08-13T12:09:00-04:00","sendmayemail":"2025-08-13T12:09:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","full_name_2":" ","phone_2":"4034616610","old_int_code":"31","temp_do_id_for_auto_old_do_id":"L25A02592","temp_intcode_for_auto_old_int_code":"06","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":"2011-02-16","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"nancyfernandes.h@gmail.com","pcl_completion_date_5":"2015-07-05","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by the contact and went to voicemail immediately.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ab5af0fc04c932c138429ab1c98","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ab5af0fc04c932c138429ab1c98"}},"seriesid":"163"}
{"contact":{"id":"16805","email":"ncross@scwexmxtribal.org","first_name":"Noreen","last_name":"Cross","phone":"2503784235","orgname":"Scwexmx Tribal Association","customer_acct_name":"Scwexmx Tribal Association","tags":"Fixed deal, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"BC","extension_phone_1":"108","full_name":"Noreen Cross","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2010-04-23","domain_1":"scwexmxtribal.org","lapsed_expiration_date":"2023-06-02","do_id":"L25O00265","individual_id":"165922","time_zone":"5","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00041","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":"2025-09-05T16:27:00-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00265","temp_intcode_for_auto_old_int_code":"6","organization_id":"118150","pds_august":"8","pds_september":"8","last_act_type":"2023-05-29","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"ncross@scwexmxtribal.org","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"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":"2020-09-12","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","latest_paid_thru":"2021-11-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"255008","no_email_solicitation":"False","pds_march":"2","area_code":"604","time_zone":"5","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 25 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:02:00-04:00","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":"2025-08-10","date_of_renewal_identification":"2025-10-16","telemarketing_call_date":"2026-05-25","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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"5375","email":"commis@recuperationtersol.com","first_name":"Sarah","last_name":"Guillemette","phone":"8196914149","orgname":"R\u00e9cuperation Tersol Inc.","customer_acct_name":"R\u00e9cuperation Tersol Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02355","city_1":"TROIS-RIVIERES","province":"QC","full_name":"Sarah Guillemette","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"15\/09\/2014 16:36","domain_1":"recuperationtersol.com","attended_webinar":"No","lapsed_expiration_date":"2022-06-02","individual_id":"300637","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501510","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","new_member_date_2":"2021-04-26","no_email_solicitation":"FALSE","intcode":"15","blocnote":"17 juin 2025 ligne mauvaise a rappeler\n2026 May 08 call disconnected early, no meaningful interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:50-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A02355","temp_intcode_for_auto_old_int_code":"15","phone_2":"8192663300","last_act_type":"2021-04-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"commis@recuperationtersol.com","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Sarah but the conversation was very brief and incomplete, ending abruptly without any clear interaction or task completion.","aitm_callsummarytitle":"Brief call, no interaction","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Call was too short and incomplete to determine interest.","initialvalue":"Other","othermemberbenefit":"No information provided","old_int_code":"6","astotherreasonsnottorenew":"Call disconnected before any reason was given.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f4b9e6ab421d7d56ad26212013f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f4b9e6ab421d7d56ad26212013f","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10462","email":"sheila.manalo@yahoo.ca","first_name":"Sheila","last_name":"Manalo","phone":"8889378538","orgname":"WestJet","customer_acct_name":"WestJet","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06889","province":"AB","full_name":"Sheila Manalo","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"307723","area_code":"888","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500034","time_zone":"2","members_type":"CAND","phone_2":"4034745251","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:43:00-05:00","canceldate":"2023-01-05","paid_thru":"2022-10-31","new_member_date_2":"2021-11-25","temp_do_id_for_auto_old_do_id":"L25C06889","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-11-24","pcl_status":"P","pcl_completion_date":"2022-04-05","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"16","trc":"True","wera":"False","npi_email_temp":"sheila.manalo@yahoo.ca","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"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","latest_paid_thru":"2022-07-31"}},"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","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8121","email":"ajdj3239@gmail.com","first_name":"Angela","last_name":"Dewberry","phone":"6186649272","orgname":"Orca Sand & Gravel LP","customer_acct_name":"Orca Sand & Gravel LP","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","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":"0","blocnote":"May 12 2025 vm\r\nJuly 15 2025 Person who answered said it was the wrong number\n2026 May 08 call reached voicemail at Orca Sand and Gravel - Catherine Rogers voicemail\n2026-05-08 invalid phone destination, phone: +12509560514","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:44-04:00","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":"08","phone_2":"4158879011","last_act_type":"2020-12-06","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","latest_paid_thru":"2021-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:21:46-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call reached a voicemail system for Orca Sand and Gravel, where multiple menu options were navigated unsuccessfully to reach a specific party. Ultimately, the call ended after reaching a voicemail greeting for Catherine Rogers.","aitm_callsummarytitle":"Call reached voicemail at Orca Sand and Gravel","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No renewal intent expressed as the call reached voicemail.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Call reached voicemail, no conversation occurred.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_bce1ce62d8592a907623e0174f0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bce1ce62d8592a907623e0174f0"}},"seriesid":"163"}
{"contact":{"id":"29564","email":"terryko77@hotmail.com","first_name":"Hon","last_name":"Duong","phone":"9054777000","orgname":"City of Markham","customer_acct_name":"City of Markham","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0409","full_name":"Hon Ching (Terry) Duong","members_type":"AST","city_1":"Aurora","province":"ON","language":"English","phone_2":"9057268717","lead_status":"Renewed APX","new_member_date_2":"2017-02-24","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"184579","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","area_code":"905","time_zone":"2","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T09:40:00-04:00","pipeline_1_lapsed_members":"","pds_may":"1","cert_status":"WITHDRAWN","pds_july":"1","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","extension_phone_1":"3585","temp_do_id_for_auto_old_do_id":"AST0409","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_infoline_date_type":"2026-05-21","last_act_type":"2026-05-21","telemarketing_call_date":"2026-05-06","pcl_status":"P","pcl_completion_date":"2011-08-18","pf1_status":"P","pf1_completion_date":"2011-12-20","pf2_status":"P","pf2_completion_date":"2012-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-06-25","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:40-05:00","pds_november":"1","npi_email_temp":"terryko77@hotmail.com","date_of_renewal_identification":"2026-02-28","old_int_code":"99","pcl_completion_date_5":"2016-08-18","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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":"2020-05-03","last_act_type":"2020-05-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ngaumond@nature.ca","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6152","email":"norman.harvey.alexis@gmail.com","first_name":"Norman","last_name":"Alexis","phone":"2506483212","orgname":"Binche Whut'en","customer_acct_name":"Binche Whut'en","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02574","city_1":"AST","full_name":"Norman Alexis, CAPA","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-04-26","individual_id":"186200","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502125","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","members_type":"AST","new_member_date_2":"2019-04-26","no_email_solicitation":"False","pds_march":"4","intcode":"15","blocnote":"May 12 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 23 2025 not in today\n2026 May 08 Agent reached Norman Alexis, introduced NPI membership lapse, call ended due to inactivity","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:44-04:00","pds_july":"4","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25A02574","temp_intcode_for_auto_old_int_code":"15","pds_august":"4","phone_2":"2506483686","old_int_code":"10","pds_september":"4","last_act_type":"2021-04-20","pcl_status":"F","pcl_completion_date":"2019-08-14","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"norman.harvey.alexis@gmail.com","pcl_completion_date_5":"2024-08-14","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Norman Alexis and introduced herself as Ellen from the National Payroll Institute. She informed Norman about his lapsed Associate membership and asked if he could answer a few questions about his membership experience. The call ended due to inactivity before any further conversation or questions were completed.","aitm_callsummarytitle":"Call reached Norman but ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bc070a2e85da834c25aa75f64ff","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bc070a2e85da834c25aa75f64ff","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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","ip4":"0.0.0.0","fields":{"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":"Renewed Lapsed","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00282","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"","intcode":"99","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":"2027-03-31","temp_do_id_for_auto_old_do_id":"L25O00404","temp_intcode_for_auto_old_int_code":"99","organization_id":"58181","phone_2":"9026201072","last_infoline_date_type":"2023-03-22","last_act_type":"2026-05-25","number_of_passed_courses":"0","old_int_code":"07","trc":"False","wera":"False","npi_email_temp":"fernandafallesen@aka-group.com","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_paid_thru":"2027-03-31","date_of_renewal_identification":"2026-05-27","company_status":"A"}},"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","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"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","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2021-12-02","company_status":"I"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6421","email":"farnaz_as@yahoo.com","first_name":"Farnaz","last_name":"Asadinik","phone":"6473002607","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503039","full_name":"Farnaz Asadinik","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"13-ao?t-12","individual_id":"191362","region":"CDN","lead_status":"Refused","old_do_id":"C17609","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-03-02","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","time_zone":"2","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2020-12-31","new_member_date_2":"2012-08-13","temp_do_id_for_auto_old_do_id":"LB2503039","temp_intcode_for_auto_old_int_code":"21","phone_2":"6473002607","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-11-30","pf1_status":"P","pf1_completion_date":"2012-01-03","pf2_status":"P","pf2_completion_date":"2012-02-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-08-13","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"farnaz_as@yahoo.com","pcl_completion_date_5":"2016-11-30","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31"}},"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":"2024-07-05","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","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"10444","email":"luxuli@hotmail.com","first_name":"Xu","last_name":"Lu","phone":"6042999622","orgname":"Canada Gardenworks","customer_acct_name":"Canada Gardenworks","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07410","province":"BC","extension_phone_1":"111","full_name":"Xu Li Lu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"272962","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500379","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":"2019-02-20","temp_do_id_for_auto_old_do_id":"L25C07410","phone_2":"6047064540","last_infoline_date_type":"2021-03-15","last_act_type":"2021-03-15","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2019-09-23","pf2_status":"P","pf2_completion_date":"2021-02-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"luxuli@hotmail.com","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"6298","email":"drobnjakbiljana0@gmail.com","first_name":"Biljana","last_name":"Drobnjak","phone":"5197326074","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503032","full_name":"Biljana Drobnjak","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"25-juin-10","individual_id":"171278","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-10","old_do_id":"C17601","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-08-04","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":"2021-05-31","new_member_date_2":"2010-06-25","temp_do_id_for_auto_old_do_id":"LB2503032","temp_intcode_for_auto_old_int_code":"21","phone_2":"5197326074","last_act_type":"2021-02-11","pcl_status":"P","pcl_completion_date":"2010-07-23","pf1_status":"P","pf1_completion_date":"2011-01-05","pf2_status":"P","pf2_completion_date":"2011-06-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-03-10","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"drobnjakbiljana0@gmail.com","pcl_completion_date_5":"2015-07-23","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31"}},"seriesid":"163"}
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{"contact":{"id":"5243","email":"ccyr@ppg.com","first_name":"Chantal","last_name":"Cyr","phone":"4124343131","orgname":"PPG Canada Inc.","customer_acct_name":"PPG Canada Inc.","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":"L25A02621","province":"QC","full_name":"Chantal Cyr","language":"French","origin":"2023 lapsed Members","domain_1":"ppg.com","attended_webinar":"No","lapsed_expiration_date":"2007-10-21","individual_id":"92605","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501380","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-10-07","new_member_date_2":"2019-11-20","no_email_solicitation":"FALSE","pds_march":"6","intcode":"03","blocnote":"24 avril 2025 bv\r\n29 avril 2025 ligne occupe\n2026 May 08 call ended quickly without reaching Chantal at PPG Industries","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:49-04:00","old_int_code":"8","organization_id":"331587","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A02621","temp_intcode_for_auto_old_int_code":"03","pds_august":"6","phone_2":"5146065476","pds_september":"6","last_infoline_date_type":"2023-11-21","last_act_type":"2023-11-21","pcl_status":"P","pcl_completion_date":"2016-06-07","pf1_status":"F","pf1_completion_date":"2016-08-21","number_of_passed_courses":"1","pds_october":"6","trc":"True","wera":"False","pds_november":"6","npi_email_temp":"ccyr@ppg.com","pcl_completion_date_5":"2021-06-07","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Chantal at PPG Industries but was unable to connect as the call was not processed successfully and ended shortly after.","aitm_callsummarytitle":"Unable to reach Chantal at PPG Industries","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f2c36ebe2d1b3426d5b82f2d4d4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f2c36ebe2d1b3426d5b82f2d4d4","number_of_calls_reached":"1"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"Renewed APX","new_member_date_2":"2019-05-07","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"226403","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"02","blocnote":"June 2 2026 Survey completed Sent webinar . Renewed already a month ago.\r\nMay 4 2026 vm  MAy 6 2026 vm\r\nMay 8 2026 vm  May 13 2026 vm\r\nMay 15 2026 vm  May 21 2026 vm\r\nMay 27 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-02T11:07:00-04:00","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2027-04-30","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":"02","last_infoline_date_type":"2024-12-08","last_act_type":"2026-04-30","telemarketing_call_date":"2026-06-02","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\/2027","latest_paid_thru":"2027-04-30","date_of_renewal_identification":"2026-05-03","old_int_code":"06","mini_nps":"5","testimonial":"It's been a wonderful experience every time I call. The guidance and the information is so reliable and so clear. It means a lot to have that professional support from NPI. Not to mention the news magazine, payroll calendar and info line.","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-06-02T11:07:00-04:00"}},"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":"5271","email":"emongbel01@monccnb.ca","first_name":"Manuella","last_name":"Batoanen","phone":"4389789949","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":"L25C07016","province":"NB","full_name":"Manuella Ongbel Batoanen, etudiante","language":"French","origin":"2023 lapsed Members","domain_1":"monccnb.ca","lapsed_expiration_date":"2002-11-22","individual_id":"304967","time_zone":"2","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502803","members_type":"CAND","area_code":"438","phone_2":"4389789949","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"lnc 21 nov 2025 bv\r\n24 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:27:00-05:00","paid_thru":"2022-08-31","new_member_date_2":"2021-09-23","temp_do_id_for_auto_old_do_id":"L25C07016","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-09-23","pcl_status":"F","pcl_completion_date":"2021-12-23","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"emongbel01@monccnb.ca","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9855","email":"jjessiehe@hotmail.com","first_name":"Jessie","last_name":"He","phone":"4036907012","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":"Jessie He","language":"English","origin":"Lapsed Spring 2024","individual_id":"319871","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"L25C06464","time_zone":"4","province":"AB","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-03","intcode":"21","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 vm","paid_thru":"2023-11-30","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T12:53:00-05:00","new_member_date_2":"2022-12-22","temp_do_id_for_auto_old_do_id":"L25C06464","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-22","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":"jjessiehe@hotmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"8387","email":"fazalurrehman01@gmail.com","first_name":"Fazal","last_name":"Rehman","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502890","full_name":"Fazal Ur Rehman","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2013-02-19","individual_id":"211510","region":"CDN","lead_status":"Refused","old_do_id":"C16385","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","paid_thru":"2020-01-31","new_member_date_2":"2013-02-19","temp_do_id_for_auto_old_do_id":"LB2502890","temp_intcode_for_auto_old_int_code":"21","phone_2":"7789895251","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2013-06-06","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":"2014-01-08","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"fazalurrehman01@gmail.com","pcl_completion_date_5":"2018-06-06","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31"}},"seriesid":"163"}
{"contact":{"id":"6022","email":"maylau01@yahoo.ca","first_name":"Lai","last_name":"Lau","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502848","full_name":"Lai Sheung Lau","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2008-04-04","individual_id":"129229","region":"CDN","lead_status":"Refused","old_do_id":"C16318","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","paid_thru":"2020-03-31","new_member_date_2":"2008-04-04","temp_do_id_for_auto_old_do_id":"LB2502848","temp_intcode_for_auto_old_int_code":"21","phone_2":"4162982049","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2008-08-20","pf1_status":"P","pf1_completion_date":"2008-12-17","pf2_status":"P","pf2_completion_date":"2009-08-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-11-04","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"maylau01@yahoo.ca","pcl_completion_date_5":"2013-08-20","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31"}},"seriesid":"163"}
{"contact":{"id":"9916","email":"mvp@novalink.com","first_name":"Maria","last_name":"Park","phone":"9058583500","orgname":"Nova-Link Ltd.","customer_acct_name":"Nova-Link Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02259","province":"ON","full_name":"Maria Vander Park, CGA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-01-31","domain_1":"novalink.com","lapsed_expiration_date":"2022-03-02","individual_id":"285351","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501069","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"may 21 2025 she is only reachable through email","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T13:02:00-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O02259","temp_intcode_for_auto_old_int_code":"16","organization_id":"285352","last_infoline_date_type":"2021-12-20","last_act_type":"2021-12-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mvp@novalink.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8543","email":"suzanne.russell@riotinto.com","first_name":"Braydon","last_name":"Short","phone":"6045324214","orgname":"Langley Care Society","customer_acct_name":"Langley Care Society","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02271","full_name":"Braydon Short","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"1997-02-28","domain_1":"riotinto.com","individual_id":"36477","area_code":"418","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502140","time_zone":"2","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25O02271","organization_id":"11491.0","members_type":"CORP","last_act_type":"2020-07-17","intcode":"10","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T10:56:00-04:00","temp_intcode_for_auto_old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"suzanne.russell@riotinto.com","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28"}},"seriesid":"163"}
{"contact":{"id":"10939","email":"zhenghao9318@gmail.com","first_name":"Hao","last_name":"Zheng","phone":"2508807765","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":"L25C06404","full_name":"Hao Zheng","language":"English","origin":"Lapsed Spring 2024","individual_id":"291174","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503578","members_type":"CAND","province":"BC","area_code":"250","time_zone":"5","phone_2":"2508807765","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"17 March 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T18:16:00-04:00","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":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"Not able to attend - Didn't have time","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","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2021-01-15","temp_do_id_for_auto_old_do_id":"L25C06404","temp_intcode_for_auto_old_int_code":"1","last_infoline_date_type":"2023-09-03","last_act_type":"2023-09-03","pcl_status":"P","pcl_completion_date":"2021-04-18","pf1_status":"P","pf1_completion_date":"2021-08-03","pf2_status":"P","pf2_completion_date":"2021-10-24","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"zhenghao9318@gmail.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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, TMAI","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\n2026-05-08 invalid phone destination, phone: +14164799767\n2026 May 08 call reached voicemail, no human interaction\n2026-05-11 invalid phone destination, phone: +14164799767\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 invalid phone destination, phone: +14164799767\n2026 May 13 call reached voicemail, no human interaction\n2026-05-15 invalid phone destination, phone: +14164799767\n2026 May 15 call reached voicemail, no conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","pds_july":"3","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00015","temp_intcode_for_auto_old_int_code":"06","pds_august":"3","phone_2":"6476683330","pds_september":"3","last_infoline_date_type":"2022-04-01","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","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","session_id":"call_f741d346077719278089f0f160a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f741d346077719278089f0f160a","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately upon connection.","aitm_callsummarytitle":"Voicemail reached, no answer","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
{"contact":{"id":"9846","email":"lfrey@columbianindustries.com","first_name":"Lindsey","last_name":"Frey","phone":"3062563338","orgname":"Cudworth Columbus Society","customer_acct_name":"Cudworth Columbus Society","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06709","province":"SK","full_name":"Lindsey Frey","language":"English","origin":"2023 lapsed Members","domain_1":"columbianindustries.com","lapsed_expiration_date":"2023-05-02","individual_id":"310337","area_code":"306","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501733","time_zone":"3","members_type":"CAND","phone_2":"3062300999","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:44:00-05:00","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","npivaluenotdelivered":"No","careerchange":"No","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":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","canceldate":"2023-05-02","paid_thru":"2023-02-28","new_member_date_2":"2022-03-02","temp_do_id_for_auto_old_do_id":"L25C06709","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2022-03-22","last_act_type":"2022-03-22","pcl_status":"P","pcl_completion_date":"2022-08-04","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"lfrey@columbianindustries.com","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"9995","email":"viya_wang@msn.com","first_name":"Ying","last_name":"Wang","phone":"6473528899","orgname":"Royal Classic Kitchens","customer_acct_name":"Royal Classic Kitchens","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07166","province":"ON","full_name":"Ying Wang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"301640","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500908","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":"2021-06-03","temp_do_id_for_auto_old_do_id":"L25C07166","phone_2":"4168576088","last_act_type":"2021-03-06","pcl_status":"P","pcl_completion_date":"2021-10-17","pf1_status":"F","pf1_completion_date":"2022-01-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"viya_wang@msn.com","pcl_completion_date_5":"2026-10-17","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"6436","email":"stephaniehochan@gmail.com","first_name":"Stephanie","last_name":"Ho","phone":"","orgname":"Fukuda Trading","customer_acct_name":"Fukuda Trading","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502901","full_name":"Stephanie Wai Yee Ho","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2013-11-11","individual_id":"220144","region":"CDN","lead_status":"Refused","old_do_id":"C16400","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-12-02","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"5","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"8","paid_thru":"2020-09-30","new_member_date_2":"2013-11-11","temp_do_id_for_auto_old_do_id":"LB2502901","temp_intcode_for_auto_old_int_code":"21","pds_august":"8","phone_2":"6045123608","pds_september":"8","last_act_type":"2021-02-03","pcl_status":"P","pcl_completion_date":"2014-02-11","pf1_status":"P","pf1_completion_date":"2014-07-28","pf2_status":"P","pf2_completion_date":"2014-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-09-23","number_of_passed_courses":"4","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"stephaniehochan@gmail.com","pcl_completion_date_5":"2019-02-11","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no message left\n2026 May 08 voicemail reached, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no conversation\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 voicemail reached, no human answer\n2026 May 15 call reached voicemail, no message left\n2026 May 15 voicemail reached, message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:47-04:00","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","latest_paid_thru":"2021-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:24-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail. The agent left a message as prompted.","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","session_id":"call_b712525c601df84f7a402c4d865","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b712525c601df84f7a402c4d865"}},"seriesid":"163"}
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{"contact":{"id":"29563","email":"mandyho410@hotmail.com","first_name":"Mandy","last_name":"Ho","phone":"9054726235","orgname":"Extendicare","customer_acct_name":"Extendicare","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0613","full_name":"Mandy Ho","members_type":"AST","city_1":"Markham","province":"ON","language":"English","phone_2":"9054726235","lead_status":"Renewed APX","new_member_date_2":"2018-04-02","pipeline_2_members_only_ast":"Ongoing member to be called","blocnote":"20 March 2025 Hung up on me","dhmsfin_telemarketing_last_contacted_date":"2025-03-20T14:15:00-04:00","intcode":"11","individual_id":"262045","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0613","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2026-03-15","telemarketing_call_date":"2025-03-20","pcl_status":"P","pcl_completion_date":"2018-08-05","pf1_status":"P","pf1_completion_date":"2019-03-24","pf2_status":"P","pf2_completion_date":"2019-09-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-10-15","number_of_passed_courses":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:02-05:00","npi_email_temp":"mandyho410@hotmail.com","date_of_renewal_identification":"2026-03-18","pcl_completion_date_5":"2023-08-05","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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":"2024-05-03","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","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8217","email":"madissonmarie57@gmail.com","first_name":"Madisson","last_name":"Montgomery","phone":"2503952434","orgname":"District of 100 Mile House","customer_acct_name":"District of 100 Mile House","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06974","province":"BC","full_name":"Madisson Montgomery","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305873","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500413","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":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25C06974","phone_2":"2507068850","last_act_type":"2022-02-05","pcl_status":"P","pcl_completion_date":"2022-02-06","pf1_status":"F","pf1_completion_date":"2022-06-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-05-02","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"madissonmarie57@gmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"29013","email":"todd.laurie@manpowergroup.com","first_name":"Todd","last_name":"Laurie","phone":"6474808163","orgname":"Manpower Group","customer_acct_name":"Manpower Group","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0801","full_name":"Todd Laurie","members_type":"AST","city_1":"Georgetown","province":"ON","language":"English","phone_2":"6472624087","lead_status":"Renewed APX","last_engaged_date":"2025-02-26","new_member_date_2":"2023-09-19","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"306928","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"06","blocnote":"May 1 2-026 bm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:24:00-04:00","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":"AST0801","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2026-03-02","last_act_type":"2026-03-02","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:46-05:00","npi_email_temp":"todd.laurie@manpowergroup.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"16924","email":"caschafer100@gmail.com","first_name":"Colette","last_name":"Schafer","phone":"2504196210","orgname":"Office of the Auditor General of BC","customer_acct_name":"Office of the Auditor General of BC","tags":"Fixed deal, NPIdealed, 250528 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Colette Schafer","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2022-06-17","do_id":"LB2502100","time_zone":"5","area_code":"250","region":"CDN","lead_status":"Refused","old_do_id":"C16266","province":"BC","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"173702","canceldate":"2020-06-01","members_type":"AST","new_member_date_2":"2011-04-08","no_email_solicitation":"False","pds_march":"3","intcode":"16","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-27T12:06:00-04:00","pipeline_2_members_only_ast":"","notrenewedother":"Phone cannot be recovered","old_int_code":"08","pds_july":"3","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"LB2502100","temp_intcode_for_auto_old_int_code":"16","pds_august":"3","phone_2":"2506580092","pds_september":"3","last_conf_date_type":"2020-06-17","last_act_type":"2024-10-23","pcl_status":"P","pcl_completion_date":"2014-01-21","number_of_passed_courses":"1","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"caschafer100@gmail.com","pcl_completion_date_5":"2019-01-21","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31"}},"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, TMAI","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":"16","blocnote":"May 26 2025 number not in service\n2026-05-08 invalid phone destination, phone: +13069312789\n2026-05-08 invalid phone destination, phone: +13069312789","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:47-04:00","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":"16","phone_2":"3069312789","last_act_type":"2021-01-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"profitwise@sasktel.net","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:56:41-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_3ab11c3afbea73637dbe1cfa5e2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3ab11c3afbea73637dbe1cfa5e2"}},"seriesid":"163"}
{"contact":{"id":"6154","email":"don.pepper@transcontinental.ca","first_name":"Don","last_name":"Pepper","phone":"7097228500","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, TMAI","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":"0","blocnote":"12 May 2025 VM\r\n05 September 2025 busy\r\nLN \/ 06 November 2025 Disconnected\n2026-05-08 dial busy, phone:  +12049821717\n2026-05-08 invalid phone destination, phone: +12044535723","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","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":"08","pds_august":"1","phone_2":"5149544000","pds_september":"1","last_act_type":"2007-05-03","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","latest_paid_thru":"2020-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:51:42-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_a1dd372b1f2e11184cbabde69a6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a1dd372b1f2e11184cbabde69a6","company_paid_thru":"2020-07-31","corp_cancel_date":"2020-10-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"17597","email":"ada.lee@durham.ca","first_name":"Yeewa","last_name":"Lee","phone":"9056684113","orgname":"The Municipality of Durham Region","customer_acct_name":"The Municipality of Durham Region","tags":"Fixed deal, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"province":"ON","extension_phone_1":"2726","full_name":"Yeewa (Ada) Lee","language":"English","origin":"2023 lapsed Members","domain_1":"durham.ca","attended_webinar":"Yes","lapsed_expiration_date":"2022-07-05","do_id":"L25C07667","individual_id":"232363","time_zone":"2","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2500798","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","cpa_certification":"PCP","cert_status":"PENDING","pds_july":"2","paid_thru":"2022-04-30","new_member_date_2":"2017-05-10","temp_do_id_for_auto_old_do_id":"L25C07667","pds_august":"2","phone_2":"4167309134","pds_september":"2","last_act_type":"2021-05-20","pcl_status":"P","pcl_completion_date":"2017-09-03","pf1_status":"P","pf1_completion_date":"2018-08-20","pf2_status":"P","pf2_completion_date":"2019-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-06-19","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"ada.lee@durham.ca","pcl_completion_date_5":"2022-09-03","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"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, TMAI","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":"0","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm\n2026-05-08 invalid phone destination, phone: +17806727190\n2026-05-08 invalid phone destination, phone: +17806727190","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:47-04:00","temp_do_id_for_auto_old_do_id":"L25A02469","temp_intcode_for_auto_old_int_code":"08","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","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:31:40-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_4532289fd1e01ea58055680b222","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4532289fd1e01ea58055680b222"}},"seriesid":"163"}
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{"contact":{"id":"5072","email":"finances@agrimetal.com","first_name":"Marjolaine","last_name":"Potvin","phone":"8193986883","orgname":"Agrim\u00e9tal Inc.","customer_acct_name":"Agrim\u00e9tal Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02104","province":"QC","extension_phone_1":"213","full_name":"Marjolaine Potvin","language":"French","origin":"Lapsed Members","explicit_consent_date":"2019-03-07","domain_1":"agrimetal.com","attended_webinar":"Yes","lapsed_expiration_date":"2019-03-07","individual_id":"273851","members_type":"CORP","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501354","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"5 juin 2025 n'est plus en poste depuis 3 ans","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T13:56:00-04:00","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02104","temp_intcode_for_auto_old_int_code":"16","organization_id":"273849","last_act_type":"2019-07-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"finances@agrimetal.com","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9842","email":"nicandgerdonovan@gmail.com","first_name":"Nicola","last_name":"Donovan","phone":"4039306950","orgname":"Kids Cancer Care","customer_acct_name":"Kids Cancer Care","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502479","full_name":"Nicola Donovan","language":"English","origin":"Lapsed Spring 2024","individual_id":"302500","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001263","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"4038131722","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 13 2025 vm  Mar 25 2025 vm\r\nMar 27 2025 nicola is no longer there","dhmsfin_telemarketing_last_contacted_date":"2025-03-27T11:01:00-04:00","onesentencenotrenewed":"Contact could not be found.","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-09-22","temp_do_id_for_auto_old_do_id":"LB2502479","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-22","pcl_status":"F","pcl_completion_date":"2023-01-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nicandgerdonovan@gmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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","latest_paid_thru":"2022-05-31"}},"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","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"5290","email":"srivard_20@hotmail.com","first_name":"Sophie","last_name":"Rivard","phone":"4388375136","orgname":"Mallette Inc.","customer_acct_name":"Mallette 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":"L25A02232","province":"QC","full_name":"Sophie Rivard","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2011-04-27","attended_webinar":"No","lapsed_expiration_date":"2023-02-06","individual_id":"183897","time_zone":"2","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2502832","members_type":"AST","area_code":"438","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","cpa_certification":"SCP","new_member_date_2":"2011-04-27","no_email_solicitation":"FALSE","pds_march":"8","cert_status":"WITHDRAWN_CPE","intcode":"15","blocnote":"23 avril 2025 bv\r\n24 avril 2025 bv\r\n29 avril 2025 bv\r\n1 mai 2025 dit que la ligne est mauvaise a racrocher\r\n5 mai 2025 ss rep\r\n6 ,mai 2025 completer\n2026 May 08 call ended due to inactivity after identity confirmation attempt","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:49-04:00","pds_july":"8","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A02232","temp_intcode_for_auto_old_int_code":"15","pds_august":"8","phone_2":"4388375136","pds_september":"8","last_infoline_date_type":"2022-07-07","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-04-04","pf1_status":"P","pf1_completion_date":"2012-10-22","pf2_status":"P","pf2_completion_date":"2013-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-04-13","number_of_passed_courses":"4","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"srivard_20@hotmail.com","pcl_completion_date_5":"2017-04-04","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Sophie but was unable to have a clear conversation as the user's speech was inaudible and the call ended due to inactivity. The agent confirmed the contact's identity but no further interaction occurred.","aitm_callsummarytitle":"Call ended after identity confirmation attempt","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6eca6bbd6d7c3eb896066359f54","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6eca6bbd6d7c3eb896066359f54","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"16237","email":"kburgess@loyalexpress.com","first_name":"Karen","last_name":"Burgess","phone":"5146364672","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, Fixed deal, Payroll Resource Accessed, NPIdealed, npiAlert3, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Karen Burgess","language":"English","origin":"Lapsed Members","domain_1":"loyalexpress.com","attended_webinar":"Yes","email2":"kburgess@loyalexpress.com","individual_id":"238121","time_zone":"2","area_code":"514","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501817","pipeline_1_lapsed_members":"Lapsed Members","members_type":"CORP","pipeline_2_members_only_ast":"","paid_thru":"2025-09-30","temp_do_id_for_auto_old_do_id":"L25O02405","date_of_renewal_identification":"","last_act_type":"2025-08-25","do_id":"L25O02405","number_of_passed_courses":"0","intcode":"06","blocnote":"LN Nov 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T10:09:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"kburgess@loyalexpress.com","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"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","latest_paid_thru":"2023-03-31"}},"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\n2026 May 08 call reached Alsafina instead of Chantal, requested callback time","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:28-04:00","intcode":"03","temp_intcode_for_auto_old_int_code":"03","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","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:27-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Chantal regarding her lapsed NPI membership but reached Alsafina instead, who was not the intended contact. The agent introduced themselves and asked for a callback time to reach Chantal. The call ended without completing the survey or renewal process.","aitm_callsummarytitle":"Reached wrong contact, requested callback for Chantal","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","old_int_code":"16","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ca99170d741a4052da4082c8512","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ca99170d741a4052da4082c8512"}},"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","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","payroll_guidelines_march":"1","individual_id":"344453","no_email_solicitation":"False","area_code":"613","time_zone":"2","member_april":"2","intcode":"06","blocnote":"May 5 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T11:55:00-04:00","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":"06","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":"2026-05-05","old_int_code":"99","trc":"False","wera":"False","npi_email_temp":"tbeck@cmpa.org","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"6085","email":"christine.piette@hlslinenservices.com","first_name":"Christine","last_name":"Piette","phone":"6138423003","orgname":"HLS Linen Services","customer_acct_name":"HLS Linen Services","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01886","full_name":"Christine Piette","language":"English","origin":"Lapsed members","explicit_consent_date":"1983-04-01","domain_1":"hlslinenservices.com","individual_id":"107534","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502267","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25O01886","organization_id":"6594","members_type":"CORP","last_act_type":"2021-06-22","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T10:45:00-05:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"christine.piette@hlslinenservices.com","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","company_paid_thru":"2021-04-30","corp_cancel_date":"2021-07-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5341","email":"sobal9@hotmail.com","first_name":"Sobner","last_name":"Alexis","phone":"4389237502","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07582","full_name":"Sobner Alexis","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-06-02","individual_id":"287385","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-20","old_do_id":"LB2504101","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-06-02","province":"QC","cpa_certification":"SCP","cert_status":"PENDING","time_zone":"2","members_type":"CAND","paid_thru":"2021-03-31","new_member_date_2":"2020-04-15","temp_do_id_for_auto_old_do_id":"L25C07582","phone_2":"5149000290","last_act_type":"2021-12-14","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":"2021-12-14","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"sobal9@hotmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31"}},"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","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","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":"2026-06-05","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","latest_paid_thru":"2027-02-28"}},"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, AI Contacts sent to TM 2026, 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":"2025-09-07","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","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"9925","email":"chantal.gordon@dal.ca","first_name":"Chantal","last_name":"Gordon","phone":"9024127627","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":"Chantal Gordon","language":"English","origin":"Lapsed Spring 2024","domain_1":"dal.ca","individual_id":"317761","area_code":"902","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25C06563","time_zone":"1","province":"ON","members_type":"CAND","phone_2":"9024127627","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 14 2025 interview completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-14T09:57:00-04:00","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":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I  changed my career and not doing payroll anymore","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":"Yes","canceldate":"2023-12-02","paid_thru":"2023-09-30","new_member_date_2":"2022-10-14","temp_do_id_for_auto_old_do_id":"LB2504715","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-13","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"1","pcl_status":"P","pcl_completion_date":"2023-02-16","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2504715","npi_email_temp":"chantal.gordon@dal.ca","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"6096","email":"melanblais@hotmail.com","first_name":"M\u00e9lanie","last_name":"Blais","phone":"4425481696","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07508","full_name":"M\u00e9lanie Blais","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-01-20","lapsed_expiration_date":"2021-12-02","individual_id":"293459","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503307","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"queretaro","time_zone":"5","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-19","temp_do_id_for_auto_old_do_id":"L25C07508","phone_2":"4425481696","last_act_type":"2021-05-17","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:30:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"melanblais@hotmail.com","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"8117","email":"18811378185@163.com","first_name":"Bowen","last_name":"Peng","phone":"7787981217","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"BC","full_name":"Bowen Peng","language":"English","origin":"2023 lapsed Members","domain_1":"163.com","lapsed_expiration_date":"2022-12-02","individual_id":"306764","area_code":"778","region":"CDN","lead_status":"Refused","old_do_id":"L25C06913","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-12-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2022-09-30","new_member_date_2":"2021-11-01","temp_do_id_for_auto_old_do_id":"LB2504127","phone_2":"7787981217","last_act_type":"2022-02-17","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":"2022-02-17","number_of_passed_courses":"4","blocnote":"LN \/ 06 November 2025 She is not in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T13:17:00-05:00","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":"","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":"5","age_range":"18 to 30 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":"True","wera":"True","do_id":"LB2504127","npi_email_temp":"18811378185@163.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"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, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"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":"2026-04-17","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","company_paid_thru":"2027-02-28","latest_paid_thru":"2027-02-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"6708","email":"jwilcox@brownllp.ca","first_name":"Jennifer","last_name":"Wilcox","phone":"4033485777","orgname":"Brown LLP","customer_acct_name":"Brown LLP","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02022","full_name":"Jennifer Wilcox, CPA, CGA","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-08-07","domain_1":"brownllp.ca","individual_id":"265628","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501944","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25O02022","organization_id":"265626","members_type":"CORP","intcode":"01","blocnote":"LN Oct 15 2025 Survey completed\r\nNext time ask for Sherry.","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T11:38:00-04:00","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","othermemberbenefit":"It was for mostly professional development and courses.","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":"It could have been budget cost for this year.","npivaluenotdelivered":"No","careerchange":"Yes","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jwilcox@brownllp.ca","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31","company_paid_thru":"2020-07-31","corp_cancel_date":"2020-10-02","company_status":"I"}},"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":"06","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:30-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"16","pds_july":"4","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25A02333","temp_intcode_for_auto_old_int_code":"06","pds_august":"4","pds_september":"4","last_infoline_date_type":"2021-03-16","last_act_type":"2026-04-15","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","latest_paid_thru":"2022-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:30-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was not answered and went to voicemail immediately.","aitm_callsummarytitle":"Voicemail reached, no contact","blocnote":"2026 May 08 call went to voicemail, no contact made","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bf45f6242fd6bdbeb2bd4b9abf8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bf45f6242fd6bdbeb2bd4b9abf8"}},"seriesid":"163"}
{"contact":{"id":"29603","email":"dana.edmundson@gmail.com","first_name":"Dana","last_name":"Edmundson","phone":"5878775268","orgname":"Team Snubbing Services Inc.","customer_acct_name":"Team Snubbing Services Inc.","tags":"250205 AST Members, npiAlert12, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0417","full_name":"Dana Edmundson","members_type":"AST","city_1":"Lacombe","province":"AB","language":"English","phone_2":"5878775268","lead_status":"Renewed APX","new_member_date_2":"2023-10-04","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"268816","canceldate":"2021-12-02","no_email_solicitation":"False","area_code":"587","time_zone":"4","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:03:00-04:00","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-09-30","date_of_renewal_identification":"2025-10-09","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","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":"Yes","value_promote_payroll":"Yes","value_discount_program":"No","othermemberbenefit":"","sendpreexpirationemail":"2025-09-09T11:18:00-04:00","temp_do_id_for_auto_old_do_id":"AST0417","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-11-09","last_act_type":"2025-05-08","telemarketing_call_date":"2026-05-06","pcl_status":"P","pcl_completion_date":"2019-09-03","pf1_status":"P","pf1_completion_date":"2024-01-26","number_of_passed_courses":"2","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:38-05:00","npi_email_temp":"dana.edmundson@gmail.com","pcl_completion_date_5":"2024-09-03","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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","latest_paid_thru":"2023-03-31"}},"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":"2022-07-09","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","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"16249","email":"sophia@nickelscabinets.com","first_name":"Li","last_name":"Li","phone":"6042708080","orgname":"Nickels Custom Cabinets Ltd.","customer_acct_name":"Nickels Custom Cabinets Ltd.","tags":"Fixed deal, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Li Sophia Li","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"16-juin-15","domain_1":"nickelscabinets.com","do_id":"L25O01883","individual_id":"231470","time_zone":"1","area_code":"506","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502158","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25O01883","organization_id":"235165","extension_phone_1":"229","phone_2":"6046705675","members_type":"CORP","intcode":"10","dhmsfin_telemarketing_last_contacted_date":"2025-10-21T10:52:00-04:00","temp_intcode_for_auto_old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sophia@nickelscabinets.com","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31","company_paid_thru":"2021-05-31","corp_cancel_date":"2021-08-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29085","email":"diana0016@hotmail.com","first_name":"Diana","last_name":"Rio","phone":"5143424740","orgname":"Petrie Raymond","customer_acct_name":"Petrie Raymond","tags":"250205 AST Members, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A01679","full_name":"Diana Yanez Del Rio","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"5148150793","lead_status":"Lapsed Member","new_member_date_2":"2019-03-07","pipeline_2_members_only_ast":"","individual_id":"273848","no_email_solicitation":"False","area_code":"514","time_zone":"2","old_do_id":"AST1571","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","canceldate":"2025-05-02","paid_thru":"2025-02-28","blocnote":"12 aout 2025 bv\n2026 May 08 call ended due to inactivity, no contact with Diana.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:46-04:00","temp_do_id_for_auto_old_do_id":"L25A01679","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-01-21","pcl_status":"P","pcl_completion_date":"2022-01-02","pf1_status":"F","pf1_completion_date":"2024-06-20","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"diana0016@hotmail.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Diana multiple times but received no clear response from the user. The call ended due to inactivity without any conversation or task completion.","aitm_callsummarytitle":"No response from contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No response or engagement from contact.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"6","astotherreasonsnottorenew":"No engagement from contact to determine reason.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5b12167ed32e64e6b2486e8b312","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5b12167ed32e64e6b2486e8b312","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"6165","email":"donna@tdsmithtransport.com","first_name":"Donna","last_name":"Smith","phone":"5193232004","orgname":"T.D. Smith Division Of 440411 Ont. Ltd.","customer_acct_name":"T.D. Smith Division Of 440411 Ont. Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01954","extension_phone_1":"233","full_name":"Donna Smith","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-11-01","domain_1":"tdsmithtransport.com","individual_id":"92685","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501845","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01954","organization_id":"257688","pds_august":"4","phone_2":"5193237111","members_type":"CORP","pds_september":"4","last_act_type":"2020-12-23","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T10:50:00-05:00","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":"donna@tdsmithtransport.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10360","email":"kim.sholes@rsac.com","first_name":"Kim","last_name":"Sholes","phone":"2135762490","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":"L25O02211","full_name":"Kim Sholes","language":"English","origin":"Lapsed Spring 2024","domain_1":"rsac.com","individual_id":"261108","area_code":"213","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502390","time_zone":"5","province":"CA","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 March 2025 VM\r\n25 March 2025 VM\r\n31 March 2025 VM\r\n08 April 2025 Call cannot be completed\r\n10 April 2025 Call cannot be completed\r\n22 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 02 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T12:23:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O02211","temp_intcode_for_auto_old_int_code":"6","organization_id":"261106","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kim.sholes@rsac.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6258","email":"domenic.mammarella@dakkotasystems.com","first_name":"Domenic","last_name":"Mammarella","phone":"5197272413","orgname":"Dakkota Integrated Systems","customer_acct_name":"Dakkota Integrated Systems","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01906","full_name":"Domenic Mammarella","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-03-09","domain_1":"dakkotasystems.com","individual_id":"232794","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502161","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25O01906","organization_id":"206545","pds_august":"1","members_type":"CORP","pds_september":"1","last_act_type":"2021-04-26","intcode":"05","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T11:53:00-04:00","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":"domenic.mammarella@dakkotasystems.com","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","company_paid_thru":"2021-02-28","corp_cancel_date":"2021-05-04","company_status":"I"}},"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","latest_paid_thru":"2022-08-31"}},"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":"2021-08-12","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","latest_paid_thru":"2022-11-30"}},"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":"False","wera":"False","npi_email_temp":"namhoonchung@hotmail.com","pcl_completion_date_5":"2021-05-30","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"10449","email":"divya0522@gmail.com","first_name":"Divya","last_name":"Saxena","phone":"6044402522","orgname":"ICICI Bank Canada","customer_acct_name":"ICICI Bank Canada","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07460","province":"BC","full_name":"Divya Saxena","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"294455","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500399","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":"2020-11-04","temp_do_id_for_auto_old_do_id":"L25C07460","phone_2":"6044402522","last_act_type":"2020-03-11","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2021-10-17","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"divya0522@gmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"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","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"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":"2025-05-03","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","latest_paid_thru":"2026-04-30"}},"seriesid":"163"}
{"contact":{"id":"5418","email":"kone.tiemogo01@gmail.com","first_name":"Tiemogo","last_name":"Kone","phone":"5143241010","orgname":"Sobeys Capital Inc.","customer_acct_name":"Sobeys Capital Inc.","tags":"CSV imported, DELETE, NPIdealed, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Tiemogo Kone, PPQ","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-09-02","individual_id":"290036","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"LB2505923","members_type":"PRO","city_1":"B\u00e9cancour","found":"DO4 Email","pipeline_1_lapsed_members":"Refused Lapsed","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2505923","canceldate":"2026-04-02","new_member_date_2":"2020-06-30","paid_thru":"2026-01-31","cert_status":"SUSPENDED","cpa_certification":"SCPQ","phone_2":"4389283330","last_act_type":"2026-02-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-10-22","number_of_passed_courses":"1","intcode":"21","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kone.tiemogo01@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","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"6513","email":"terryv1970@live.com","first_name":"Teresa","last_name":"Vizza","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502849","full_name":"Teresa Vizza","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2008-05-26","individual_id":"131281","region":"CDN","lead_status":"Refused","old_do_id":"C16319","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-06-01","province":"QC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-02-29","new_member_date_2":"2008-05-26","temp_do_id_for_auto_old_do_id":"LB2502849","temp_intcode_for_auto_old_int_code":"21","phone_2":"5143819839","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2008-07-17","pf1_status":"P","pf1_completion_date":"2008-12-23","pf2_status":"P","pf2_completion_date":"2010-02-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-10-20","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"terryv1970@live.com","pcl_completion_date_5":"2013-07-17","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29"}},"seriesid":"163"}
{"contact":{"id":"8489","email":"jenniferliu49@gmail.com","first_name":"Jennifer","last_name":"Liu","phone":"4166248431","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02545","city_1":"AST","full_name":"Jennifer Liu","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-06-21","individual_id":"277387","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502945","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-08-05","members_type":"AST","new_member_date_2":"2019-06-21","no_email_solicitation":"False","pds_march":"2","province":"ON","time_zone":"2","pds_july":"2","paid_thru":"2020-05-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm\n2026-05-08 dial busy, phone:  +14166248431\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call attempted but no answer from Jennifer.\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made.\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call went to voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","temp_do_id_for_auto_old_do_id":"L25A02545","temp_intcode_for_auto_old_int_code":"06","pds_august":"2","phone_2":"4166248431","pds_september":"2","last_infoline_date_type":"2019-10-12","last_act_type":"2019-10-12","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"jenniferliu49@gmail.com","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:22:08-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"14","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"03","retell_call_status":"ended","session_id":"call_db7b7a05784d417bd605cd5b09d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_db7b7a05784d417bd605cd5b09d","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","mini_nps":"3","onesentencenotrenewed":"Call reached voicemail, no conversation occurred.","initialvalue":"Other","age_range":"Preferred not to say","number_of_calls_reached":"1","othermemberbenefit":"No interaction to determine.","astotherreasonsnottorenew":"No interaction to determine reason."}},"seriesid":"163"}
{"contact":{"id":"6035","email":"meagan.e.saunders@gmail.com","first_name":"Meagan","last_name":"Saunders","phone":"6472292422","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"city_1":"AST","full_name":"Meagan Saunders","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-10-17","individual_id":"234223","region":"CDN","lead_status":"Refused","old_do_id":"L25A02485","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-12-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2019-10-17","no_email_solicitation":"False","province":"ON","cert_status":"PENDING","time_zone":"2","paid_thru":"2020-09-30","intcode":"01","blocnote":"Aug 13 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 voicemail reached, no conversation with Meagan\n2026 May 11 call went to voicemail, no contact made\n2026 May 11 contact answered, completed survey, declined renewal","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:48-04:00","temp_do_id_for_auto_old_do_id":"L25A02485","temp_intcode_for_auto_old_int_code":"01","phone_2":"6472292422","last_act_type":"2020-06-01","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":"2016-01-13","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"meagan.e.saunders@gmail.com","pcl_completion_date_5":"2020-09-08","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","called_by":"Tri","aitm_status_called":"2026-05-11T10:36:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent contacted Meagan regarding her lapsed Associate membership with the National Payroll Institute and conducted a survey about her membership experience. Meagan expressed that advancing her payroll career was her main reason for joining and rated her satisfaction as very high, but she declined to renew her membership. The call ended after Meagan provided a brief reason for not renewing.","aitm_callsummarytitle":"Membership survey and renewal declined","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cee01911920d4fd820b58fb9c58","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cee01911920d4fd820b58fb9c58","mini_nps":"5","onesentencenotrenewed":"No. Thank you.","initialvalue":"Career","age_range":"31-45","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2023-01-31"}},"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":"2021-10-09","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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"9934","email":"villarosa.josephemman@yahoo.com","first_name":"Joseph","last_name":"Villarosa","phone":"5873434201","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07663","province":"AB","full_name":"Joseph Villarosa","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"301966","area_code":"587","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500157","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","paid_thru":"2022-05-31","new_member_date_2":"2021-06-03","temp_do_id_for_auto_old_do_id":"L25C07663","phone_2":"5873434201","last_act_type":"2021-02-06","pcl_status":"P","pcl_completion_date":"2021-08-22","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"F","pf2_completion_date":"2022-07-24","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"villarosa.josephemman@yahoo.com","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"10400","email":"dillon.mete@gmail.com","first_name":"Dillon","last_name":"Mete","phone":"2896967884","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":"L25C07156","full_name":"Dillon Mete","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"301544","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503158","members_type":"CAND","province":"ON","area_code":"289","time_zone":"2","phone_2":"2896967884","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":"2025-11-25T13:49:00-05:00","new_member_date_2":"2021-06-01","temp_do_id_for_auto_old_do_id":"L25C07156","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-01-06","pcl_status":"F","pcl_completion_date":"2021-09-12","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"dillon.mete@gmail.com","pcl_completion_date_5":"2026-09-12","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"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","latest_paid_thru":"2020-08-31","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"6479","email":"tbelsham@gmail.com","first_name":"Tracy","last_name":"Belsham","phone":"","orgname":"Women & Children's Shelter Barrie","customer_acct_name":"Women & Children's Shelter Barrie","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502887","full_name":"Tracy Belsham","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2012-10-18","individual_id":"207304","region":"CDN","lead_status":"Refused","old_do_id":"C16381","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-12-02","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"1","paid_thru":"2020-09-30","new_member_date_2":"2012-10-18","temp_do_id_for_auto_old_do_id":"LB2502887","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"7054347858","pds_september":"1","last_act_type":"2021-02-03","pcl_status":"P","pcl_completion_date":"2013-02-04","pf1_status":"P","pf1_completion_date":"2013-12-02","pf2_status":"P","pf2_completion_date":"2014-06-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-11-27","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"tbelsham@gmail.com","pcl_completion_date_5":"2018-02-04","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30"}},"seriesid":"163"}
{"contact":{"id":"5342","email":"melyades@yahoo.ca","first_name":"M\u00e9lanie","last_name":"Boisclair","phone":"5143423472","orgname":"Imp\u00f4ts Ici ! Inc","customer_acct_name":"Imp\u00f4ts Ici ! Inc","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02374","province":"QC","extension_phone_1":"1","full_name":"M\u00e9lanie Boisclair","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-04-02","individual_id":"241132","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501494","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","cpa_certification":"SCP","new_member_date_2":"2016-02-12","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"03","blocnote":"9 juin 2025 nest plus en poste\n2026 May 08 call reached gatekeeper who was unsure about M\u00e9lanie Boisclair, call ended due to inactivity","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:04-04:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A02374","temp_intcode_for_auto_old_int_code":"03","phone_2":"5147686900","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2016-05-30","pf1_status":"P","pf1_completion_date":"2016-12-18","pf2_status":"P","pf2_completion_date":"2017-05-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-11-09","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"melyades@yahoo.ca","pcl_completion_date_5":"2021-05-30","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:04-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with M\u00e9lanie Boisclair but reached a gatekeeper who was unsure if M\u00e9lanie worked at the company. The gatekeeper offered to check and asked the agent to wait, but the call ended due to inactivity before any further information was provided or the call progressed.","aitm_callsummarytitle":"Call reached gatekeeper, no contact with M\u00e9lanie","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"16","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cbb934d38f2143afcb31c71caa5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cbb934d38f2143afcb31c71caa5","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"6142","email":"dmclearn@bsal.ca","first_name":"Danielle","last_name":"McLearn","phone":"9024552405","orgname":"Bruce Sutherland Associates Ltd","customer_acct_name":"Bruce Sutherland Associates Ltd","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02078","full_name":"Danielle McLearn","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2003-05-14","domain_1":"bsal.ca","individual_id":"252004","area_code":"902","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501923","time_zone":"1","province":"NS","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25O02078","organization_id":"66127","members_type":"CORP","blocnote":"Wasn't a member for the past 25 years, and doesn't remember anything, couldn't provide any informations","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T10:43:00-04:00","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":"dont know","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":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","intcode":"01","temp_intcode_for_auto_old_int_code":"01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dmclearn@bsal.ca","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","company_paid_thru":"2020-04-30","corp_cancel_date":"2020-06-23","company_status":"I"}},"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","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"10430","email":"jgrees@peakgroup.com","first_name":"Jena","last_name":"Grees","phone":"5148446000","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, TMAI","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":"0","blocnote":"May 22 2025 no answer\r\nAug 7 2025 vm\r\nLN Oct 7 2025 vm\n2026-05-08 Dial no answer, phone: +14383644332\n2026 May 08 call reached voicemail for Giovanni Blano\n2026-05-11 Dial no answer, phone: +14383644332\n2026 May 11 call reached voicemail for Giovanni Blano, no contact with Jena\n2026-05-13 Dial no answer, phone: +14383644332\n2026 May 13 call attempted to reach Jena, contact questioned if caller was a robot, no renewal discussion.\n2026-05-15 Dial no answer, phone: +14383644332\n2026 May 15 call reached automated system, number not reachable from calling area, call ended without human contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:06:43-04:00","pipeline_2_members_only_ast":"","pds_july":"3","temp_do_id_for_auto_old_do_id":"L25A00060","temp_intcode_for_auto_old_int_code":"08","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","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T11:26:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","session_id":"call_acb11e089b84b448f5685004b6d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_acb11e089b84b448f5685004b6d","npi_transcriptsummary":"The call was made to Peak Financial Group but was routed through an automated menu system. The caller attempted to navigate the menu but was informed that the number dialed cannot be reached from the calling area, and the call ended without reaching a human or completing any task.","aitm_callsummarytitle":"Call ended at automated menu, number unreachable","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not engage and questioned if the caller was a robot, no renewal discussion occurred.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact did not engage in conversation and questioned if the caller was a robot.","age_range":"Preferred not to say","number_of_calls_reached":"2","company_paid_thru":"2023-05-31","corp_cancel_date":"2023-08-02","company_status":"I"}},"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":"2025-09-12","last_act_type":"2026-09-03","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","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"5314","email":"deschened@videotron.ca","first_name":"Denise","last_name":"Deschenes","phone":"8888935881","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":"0","blocnote":"9 juin 2025 bv\n2026 May 08 call reached voicemail for Denise Deschins\n2026-05-08 invalid phone destination, phone: +14509513370","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:02-04:00","pds_july":"1","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A02348","temp_intcode_for_auto_old_int_code":"08","pds_august":"1","phone_2":"4504353643","pds_september":"1","last_infoline_date_type":"2020-04-29","last_act_type":"2021-08-03","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","latest_paid_thru":"2022-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:23-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was made to Denise Deschins at the accounting and admin department of DB Piping Group, but it went to voicemail. No conversation with a human took place, and no further action was completed during the call.","aitm_callsummarytitle":"Voicemail reached for Denise Deschins","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_5db9319671b9ddcd0fae0b1c306","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5db9319671b9ddcd0fae0b1c306","old_int_code":"08"}},"seriesid":"163"}
{"contact":{"id":"29144","email":"barbara.youngman@toyota.com","first_name":"Barbara","last_name":"Youngman","phone":"4692923514","orgname":"Toyota Motor North America","customer_acct_name":"Toyota Motor North America","tags":"250205 AST Members, fixTelemarketingMay, npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02666","full_name":"Barbara Youngman","members_type":"AST","city_1":"Leonard","province":"TX","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2023-08-28","pipeline_2_members_only_ast":"","individual_id":"233469","no_email_solicitation":"False","area_code":"469","time_zone":"3","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-20T10:02:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T12:03:31-05:00","blocnote":"may 20 2025 completed","resourceaware":"Yes","resourcevisitedselfreport":"Last month","value_designation":"Yes","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"1","paid_thru":"2025-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02666","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2024-10-09","last_conf_date_type":"2015-06-02","last_act_type":"2024-10-09","number_of_passed_courses":"0","date_of_renewal_identification":"","old_do_id":"AST1582","canceldate":"2025-11-04","trc":"False","wera":"False","npi_email_temp":"barbara.youngman@toyota.com","aitm_status_called":"2026-03-03T12:03:31-05:00","number_of_call_attempts":"1","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","number_of_total_call_attempts":"1","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"5037","email":"joanneparmiter@jgrivesud.com","first_name":"Joanne","last_name":"Parmiter","phone":"4504473092","orgname":"J.G. Rive-Sud Fruits et L\u00e9gumes Inc","customer_acct_name":"J.G. Rive-Sud Fruits et L\u00e9gumes Inc","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02079","province":"QC","full_name":"Joanne Parmiter","language":"French","origin":"Lapsed Members","explicit_consent_date":"1996-04-30","domain_1":"jgrivesud.com","attended_webinar":"No","lapsed_expiration_date":"1996-04-30","individual_id":"196571","members_type":"CORP","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501319","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 mai 2025 bv\r\n28 mai 2025 bv\r\n3 juin 2025 bv\r\n15 juillet 2025 en vacances  de retour 28 juillet","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T10:35:00-04:00","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25O02079","temp_intcode_for_auto_old_int_code":"6","organization_id":"10867","pds_august":"2","pds_september":"2","last_act_type":"2019-02-10","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"joanneparmiter@jgrivesud.com","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","company_paid_thru":"2020-04-30","corp_cancel_date":"2020-07-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6129","email":"nasimchatur@hotmail.com","first_name":"Nasim","last_name":"Chatur","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502876","full_name":"Nasim Chatur","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2012-02-06","individual_id":"189560","region":"CDN","lead_status":"Refused","old_do_id":"C16367","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":"2020-01-31","new_member_date_2":"2012-02-06","temp_do_id_for_auto_old_do_id":"LB2502876","temp_intcode_for_auto_old_int_code":"21","phone_2":"7802182022","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2011-10-24","pf1_status":"P","pf1_completion_date":"2011-11-24","pf2_status":"P","pf2_completion_date":"2011-12-20","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":"nasimchatur@hotmail.com","pcl_completion_date_5":"2016-10-24","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31"}},"seriesid":"163"}
{"contact":{"id":"10955","email":"srichard@nog.ca","first_name":"Suzanne","last_name":"Richard","phone":"7059463700","orgname":"Nogdawindamin Family and Community Services","customer_acct_name":"Nogdawindamin Family and Community Services","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07589","province":"ON","full_name":"Suzanne Richard","language":"English","origin":"2023 lapsed Members","domain_1":"nog.ca","lapsed_expiration_date":"2021-02-02","individual_id":"257513","area_code":"705","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500707","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-02-02","members_type":"CAND","pds_july":"2","paid_thru":"2020-11-30","new_member_date_2":"2019-12-20","temp_do_id_for_auto_old_do_id":"L25C07589","pds_august":"2","extension_phone_1":"2216","phone_2":"7059875232","pds_september":"2","last_act_type":"2019-12-20","pcl_status":"F","pcl_completion_date":"2020-04-19","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":"2025-11-25T15:17:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","pds_november":"3","npi_email_temp":"srichard@nog.ca","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30"}},"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","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"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, AI Contacts sent to TM 2026","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 received a call and awaits to the next call","no_email_solicitation":"FALSE","area_code":"780","time_zone":"4","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:28:00-04:00","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":"2026-05-01","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","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"5441","email":"afaucher@marind.ca","first_name":"Antoine","last_name":"Faucher","phone":"5143422748","orgname":"Groupe Gestion Nor Inc.","customer_acct_name":"Groupe Gestion Nor Inc.","tags":"CSV imported, paie.ca visited, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01551","province":"QC","extension_phone_1":"2270","full_name":"Antoine Faucher","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2022-09-22","domain_1":"marind.ca","attended_webinar":"No","lapsed_expiration_date":"2022-09-22","individual_id":"317170","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501409","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T09:39:00-04:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25O01551","temp_intcode_for_auto_old_int_code":"6","organization_id":"317169","last_infoline_date_type":"2023-06-03","last_act_type":"2023-10-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"afaucher@marind.ca","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9911","email":"vicky.brixhe@ameriwood.com","first_name":"Vicky","last_name":"Brixhe","phone":"6139370711","orgname":"Ridgewood","customer_acct_name":"Ridgewood","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07110","province":"ON","full_name":"Vicky Geno Brixhe","language":"English","origin":"2023 lapsed Members","domain_1":"ameriwood.com","lapsed_expiration_date":"2022-09-02","individual_id":"302866","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500911","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":"2021-07-08","temp_do_id_for_auto_old_do_id":"L25C07110","phone_2":"5149226538","last_act_type":"2023-07-20","pcl_status":"P","pcl_completion_date":"2021-11-08","pf1_status":"F","pf1_completion_date":"2022-05-01","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"vicky.brixhe@ameriwood.com","pcl_completion_date_5":"2026-11-08","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"seriesid":"163"}
{"contact":{"id":"8502","email":"francessmarygrace.pantoja@yahoo.com","first_name":"Francess","last_name":"Atienza","phone":"4034003477","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07524","full_name":"Francess Mary Grace Atienza","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293463","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503174","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":"L25C07524","phone_2":"4034003477","last_act_type":"2020-06-10","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":"francessmarygrace.pantoja@yahoo.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"5077","email":"aallard@checkers-safety.com","first_name":"Adriana","last_name":"Allard","phone":"5142250778","orgname":"Checkers Industrial Safety Products Canada Inc.","customer_acct_name":"Checkers Industrial Safety Products Canada Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02279","province":"QC","full_name":"Adriana Allard, CPA CMA MBA","language":"English","origin":"Lapsed Members","explicit_consent_date":"2015-11-18","domain_1":"checkers-safety.com","attended_webinar":"No","lapsed_expiration_date":"2015-11-18","individual_id":"280855","members_type":"CORP","time_zone":"2","area_code":"800","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501359","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"5 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T14:34:00-04:00","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O02279","temp_intcode_for_auto_old_int_code":"6","organization_id":"239048","pds_august":"1","phone_2":"5142461269","pds_september":"1","last_act_type":"2020-12-15","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"aallard@checkers-safety.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"16270","email":"lisa@lsgbookkeeping.com","first_name":"Lisa","last_name":"Menard","phone":"7052044898","orgname":"","customer_acct_name":"","tags":"Fixed deal, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Lisa Menard, CPB, DFA-TSS","language":"English","origin":"2023 lapsed Members","domain_1":"lsgbookkeeping.com","attended_webinar":"Yes","lapsed_expiration_date":"2023-06-02","do_id":"L25A00068","individual_id":"275460","time_zone":"2","area_code":"705","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"CNPIRETA00254","members_type":"AST","new_member_date_2":"2019-04-26","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","no_email_solicitation":"FALSE","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T10:06:41-04:00","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\n2026 May 08 call went to voicemail, no contact reached\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 contact answered but was unsure if agent was human or robot, call ended early","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00068","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-03-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lisa@lsgbookkeeping.com","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-13T10:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent reached Lisa and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. Lisa expressed confusion about whether she was speaking to a person or a robot. The call ended shortly after without completing the survey or renewal process.","aitm_callsummarytitle":"Call ended early due to user confusion about automated agent","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_96323267b11ced2fdca2afc4fd8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_96323267b11ced2fdca2afc4fd8","mini_nps":"3","onesentencenotrenewed":"Contact was unsure if speaking to a human or automated system and did not proceed with renewal.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"6","astotherreasonsnottorenew":"Contact was unsure if speaking to a human or automated system and did not proceed with renewal.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"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, TMAI","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":"16","blocnote":"Aug 13 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction\n2026-05-15 invalid phone destination, phone: +14143318069","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:40-04:00","temp_do_id_for_auto_old_do_id":"L25A02481","temp_intcode_for_auto_old_int_code":"16","phone_2":"4143318069","last_infoline_date_type":"2019-10-24","last_act_type":"2020-01-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fgonz2185@aol.com","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and was forwarded to voicemail immediately.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_82bff335e6075908e08ef129185","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_82bff335e6075908e08ef129185","old_int_code":"08"}},"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":"2021-02-10","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","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"9838","email":"teandi4@hotmail.com","first_name":"Lumnije","last_name":"Musa","phone":"6044300570","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250328 phone recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25P02472","full_name":"Lumnije Musa","language":"English","origin":"Lapsed Spring 2024","individual_id":"202988","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503916","members_type":"PRO","province":"BC","area_code":"604","time_zone":"5","phone_2":"6049572125","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"number not in service\r\n23 April 2025 Not in service\n2026-05-25 invalid phone destination, phone: +16044300570\n2026-05-25 invalid phone destination, phone: +16049572125","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:07-04:00","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2023-10-31","new_member_date_2":"2012-11-12","temp_do_id_for_auto_old_do_id":"L25P02472","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-04-04","pcl_status":"P","pcl_completion_date":"2012-09-13","pf1_status":"P","pf1_completion_date":"2012-10-10","pf2_status":"P","pf2_completion_date":"2012-10-22","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":"teandi4@hotmail.com","pcl_completion_date_5":"2017-09-13","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","thewithdrawaldate":"2024-01-05","aitm_status_called":"2026-05-25T14:22:06-04:00","number_of_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_2d0c853c8c34109af1195610352","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2d0c853c8c34109af1195610352","number_of_total_call_attempts":"2","old_int_code":"08"}},"seriesid":"163"}
{"contact":{"id":"5298","email":"bolduca@hotmail.com","first_name":"Anik","last_name":"Bolduc, Crha","phone":"5142206516","orgname":"Bitfarms","customer_acct_name":"Bitfarms","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02253","province":"QC","full_name":"Anik Bolduc, CRHA","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2017-02-24","attended_webinar":"No","lapsed_expiration_date":"2023-04-04","individual_id":"250793","time_zone":"2","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2502836","members_type":"AST","area_code":"514","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","cpa_certification":"SCP","new_member_date_2":"2017-02-24","no_email_solicitation":"FALSE","pds_march":"1","cert_status":"PENDING","intcode":"16","blocnote":"23 avril 2025 ss rep\r\n24 avril 2025 bv\r\n29 avril 2025 bv\r\n1 mai 2025 bv\r\n5 mai 2024 bv\r\n6 mai 2025 bv\r\n12 mai 2025 bv\r\n27 mai 2025 bv\r\n3 juin 2025 bv\r\n27 nov 2025 bv\n2026-05-08 invalid phone destination, phone: +15142206516\n2026-05-08 invalid phone destination, phone: +15142206516","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A02253","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"5142206516","pds_september":"1","last_infoline_date_type":"2022-04-10","last_act_type":"2022-04-10","pcl_status":"P","pcl_completion_date":"2017-06-04","pf1_status":"P","pf1_completion_date":"2017-12-24","pf2_status":"P","pf2_completion_date":"2018-07-16","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","pds_november":"1","npi_email_temp":"bolduca@hotmail.com","pcl_completion_date_5":"2022-06-04","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:41:47-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_44537ef050d918b4e80a5f01d29","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_44537ef050d918b4e80a5f01d29"}},"seriesid":"163"}
{"contact":{"id":"8206","email":"maddygordon01@gmail.com","first_name":"Madisen","last_name":"Gordon","phone":"7804221589","orgname":"Government of Alberta - Service Alberta","customer_acct_name":"Government of Alberta - Service Alberta","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiPartnerAccount","ip4":"0.0.0.0","fields":{"do_id":"LB2500025","province":"AB","full_name":"Madisen Gordon","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"295862","area_code":"780","region":"CDN","lead_status":"Partner","old_do_id":"CLNPI000511","time_zone":"4","members_type":"CAND","phone_2":"5879912472","pipeline_1_lapsed_members":"","intcode":"16","blocnote":"10 March 2025 It is impossible to reach him","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T21:59:00-04:00","canceldate":"2023-03-02","pipeline_2_members_only_ast":"","paid_thru":"2022-12-31","new_member_date_2":"2022-02-04","temp_do_id_for_auto_old_do_id":"LB2500025","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-02-25","pcl_status":"P","pcl_completion_date":"2022-06-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"maddygordon01@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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":"2020-10-11","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","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"10367","email":"lrwebster@shaw.ca","first_name":"Laura","last_name":"Webster","phone":"7809553833","orgname":"J. C. Boiler Service","customer_acct_name":"J. C. Boiler Service","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A00132","province":"AB","full_name":"Laura Webster","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"49757","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00475","time_zone":"4","members_type":"AST","new_member_date_2":"2009-10-07","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:45-04:00","blocnote":"18 February 2025 Sending Associate membership - she's moving to a new job and she's not sure if she will doing payroll or not\n 26 March 2025 VM\n2026 May 08 call initiated but ended early without conversation","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00132","temp_intcode_for_auto_old_int_code":"15","phone_2":"7806869404","last_infoline_date_type":"2018-01-18","last_act_type":"2025-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lrwebster@shaw.ca","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called and asked to speak with Laura, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call ended early without contact","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"10","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1b22b79996dd0d3a8ec2593163e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1b22b79996dd0d3a8ec2593163e","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"11006","email":"abakerz@outlook.com","first_name":"Charles","last_name":"Baker","phone":"4168769544","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":"L25C06503","full_name":"Charles Baker","language":"English","origin":"Lapsed Spring 2024","individual_id":"283218","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503569","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4168769544","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","intcode":"06","blocnote":"18 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 busy call back, called back vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T14:09:00-04:00","paid_thru":"2023-10-31","new_member_date_2":"2019-11-22","temp_do_id_for_auto_old_do_id":"L25C06503","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-10-26","old_int_code":"10","pcl_status":"P","pcl_completion_date":"2020-03-01","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"F","pf2_completion_date":"2021-04-11","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"abakerz@outlook.com","pcl_completion_date_5":"2025-03-01","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"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":"2020-10-02","last_act_type":"2026-09-01","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","latest_paid_thru":"2027-02-28"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","old_do_id":"L25A02575","pipeline_1_lapsed_members":"Refused Lapsed","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":"01","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 contact answered but is sick and cannot afford membership, did not renew","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:43-04:00","temp_do_id_for_auto_old_do_id":"L25A02575","temp_intcode_for_auto_old_int_code":"01","phone_2":"6043253292","last_act_type":"2020-06-01","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","latest_paid_thru":"2020-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:16:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Kelemework and informed them about their lapsed Associate membership with the National Payroll Institute. Kelemework expressed that they are currently sick and cannot remember or afford the membership. The call ended shortly after without completing the survey or renewal process.","aitm_callsummarytitle":"Membership lapsed - contact unable to renew due to illness","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact is currently sick and cannot afford the membership.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_79ca08cbcc53379a92659d4f8a0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_79ca08cbcc53379a92659d4f8a0","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"6584","email":"ingrid@relaxus.com","first_name":"Ingrid","last_name":"Schonnop","phone":"6048790899","orgname":"Relaxus Products Ltd.","customer_acct_name":"Relaxus Products Ltd.","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02270","extension_phone_1":"208","full_name":"Ingrid Schonnop","language":"English","origin":"Lapsed members","explicit_consent_date":"2019-06-12","domain_1":"relaxus.com","individual_id":"276907","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502264","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25O02270","organization_id":"276906","members_type":"CORP","intcode":"06","blocnote":"Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T12:44:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ingrid@relaxus.com","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31","company_paid_thru":"2021-05-31","corp_cancel_date":"2021-08-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9901","email":"sarahmercier_30@hotmail.com","first_name":"Sarah","last_name":"Mercier","phone":"5196217953","orgname":"AGS Automotive","customer_acct_name":"AGS Automotive","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07091","province":"ON","extension_phone_1":"4654","full_name":"Sarah Mercier, CHRP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"291077","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500869","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":"2020-08-25","temp_do_id_for_auto_old_do_id":"L25C07091","phone_2":"5192403642","last_act_type":"2021-07-20","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-05-10","pf2_status":"P","pf2_completion_date":"2021-09-05","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sarahmercier_30@hotmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"contact":{"id":"10369","email":"kimmartell@hotmail.com","first_name":"Kim","last_name":"Martell","phone":"9023047433","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":"Kim Martell","language":"English","origin":"Lapsed Spring 2024","individual_id":"320218","area_code":"902","region":"CDN","lead_status":"Refused","old_do_id":"L25C06396","time_zone":"1","province":"NS","members_type":"CAND","phone_2":"9023047433","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:17:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2023-01-06","temp_do_id_for_auto_old_do_id":"L25C06396","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-01","old_int_code":"06","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":"","npi_email_temp":"kimmartell@hotmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"8311","email":"mannd012@gmail.com","first_name":"Prabhdeep","last_name":"Mann","phone":"5028063397","orgname":"Modular Mining Systems Canada Ltd.","customer_acct_name":"Modular Mining Systems 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":"L25C07157","province":"BC","full_name":"Prabhdeep Mann","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"302057","area_code":"502","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2500523","time_zone":"2","members_type":"CAND","phone_2":"7789661656","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\nAug 6 2025 vm\r\nLN Oct 7 2025 call back, called back vm","dhmsfin_telemarketing_last_contacted_date":"2026-01-05T10:22:00-05:00","paid_thru":"2022-05-31","new_member_date_2":"2021-06-07","temp_do_id_for_auto_old_do_id":"L25C07157","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-06-06","old_int_code":"16","pcl_status":"F","pcl_completion_date":"2021-08-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mannd012@gmail.com","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"6311","email":"galit.harari@gmail.com","first_name":"Galit","last_name":"Harari","phone":"4168156253","orgname":"AGF Investments Inc.","customer_acct_name":"AGF Investments Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02517","full_name":"Galit Harari","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-08-16","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502027","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"212808","canceldate":"2020-10-02","members_type":"AST","new_member_date_2":"2019-08-16","no_email_solicitation":"False","intcode":"10","blocnote":"12 May 2025 Busy\r\n05 September 2025 Busy\r\nLN \/ 08 December 2025 Disconnected number\n2026-05-08 dial busy, phone:  +14168156253\n2026 May 08 contact answered but requested callback later","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25A02517","temp_intcode_for_auto_old_int_code":"10","phone_2":"6477840741","last_act_type":"2019-08-16","pcl_status":"F","pcl_completion_date":"2014-07-15","pf1_status":"F","pf1_completion_date":"2019-10-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-12-07","number_of_passed_courses":"1","trc":"False","wera":"False","old_int_code":"07","npi_email_temp":"galit.harari@gmail.com","pcl_completion_date_5":"2019-07-15","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:22-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_81027eedf8eb0247b90e7383c64","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_81027eedf8eb0247b90e7383c64","npi_transcriptsummary":"The agent reached Galit and informed her about the lapsed Associate membership, but Galit requested a callback at a later time. The agent agreed and asked for a suitable date and time for the callback.","aitm_callsummarytitle":"Callback requested by Galit","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"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","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"contact":{"id":"29050","email":"hennyfebri@hotmail.com","first_name":"Henny","last_name":"Shirzad","phone":"4168908574","orgname":"","customer_acct_name":"","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":"L25C06172","full_name":"Henny Febri Shirzad","city_1":"Toronto","province":"ON","language":"English","phone_2":"4168908574","new_member_date_2":"2024-06-28","pipeline_2_members_only_ast":"","individual_id":"323889","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","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":"2025-12-17T11:18:00-05:00","pipeline_1_lapsed_members":"Lapsed Members","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","canceldate":"2025-09-03","paid_thru":"2025-06-30","cert_status":"PENDING","old_do_id":"L25A02019","date_of_renewal_identification":"","members_type":"CAND","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C06172","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-06-28","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":"2024-06-28","number_of_passed_courses":"4","onesentencenotrenewed":"","trc":"True","wera":"True","npi_email_temp":"hennyfebri@hotmail.com","pcl_completion_date_5":"2028-06-10","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"6591","email":"wangchao328@hotmail.com","first_name":"Jing","last_name":"Yu","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502875","full_name":"Jing Yu","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2011-08-31","individual_id":"188955","region":"CDN","lead_status":"Refused","old_do_id":"C16365","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-10-02","province":"AB","cpa_certification":"CPM","cert_status":"WITHDRAWN","time_zone":"4","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-07-31","new_member_date_2":"2011-08-31","temp_do_id_for_auto_old_do_id":"LB2502875","temp_intcode_for_auto_old_int_code":"21","phone_2":"7804759688","last_act_type":"2020-12-31","pcl_status":"P","pcl_completion_date":"2012-01-11","pf1_status":"P","pf1_completion_date":"2012-03-28","pf2_status":"P","pf2_completion_date":"2012-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-06-13","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"wangchao328@hotmail.com","pcl_completion_date_5":"2017-01-11","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31"}},"seriesid":"163"}
{"contact":{"id":"16686","email":"admin@wolfvillenursinghomes.ca","first_name":"Gina","last_name":"Rolfe","phone":"9025422429","orgname":"Wolfville Nursing Homes Ltd.","customer_acct_name":"Wolfville Nursing Homes Ltd.","tags":"payroll.ca visited, Fixed deal, 250213 Lapsed, 250213 Lapsed PRO, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"province":"NS","extension_phone_1":"1003","full_name":"Gina Rolfe","language":"English","origin":"2023 lapsed Members","domain_1":"wolfvillenursinghomes.ca","attended_webinar":"Yes","lapsed_expiration_date":"2022-09-02","do_id":"L25P00028","individual_id":"245552","time_zone":"1","area_code":"902","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-20","old_do_id":"CNPIRETP00181","members_type":"PRO","canceldate":"2022-09-02","new_member_date_2":"2020-07-22","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25P00028","temp_intcode_for_auto_old_int_code":"21","phone_2":"9027903836","last_infoline_date_type":"2021-02-12","last_act_type":"2022-01-12","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":"2017-01-20","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"admin@wolfvillenursinghomes.ca","pcl_completion_date_5":"2022-01-08","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"seriesid":"163"}
{"contact":{"id":"5302","email":"dutilmaryline@hotmail.com","first_name":"Maryline","last_name":"Dutil-B\u00e9langer","phone":"5149661665","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":"L25A02286","province":"QC","full_name":"Maryline Dutil-B\u00e9langer","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2021-10-25","attended_webinar":"No","lapsed_expiration_date":"2022-02-12","individual_id":"305084","time_zone":"2","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2502838","members_type":"AST","area_code":"514","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","new_member_date_2":"2021-10-25","no_email_solicitation":"FALSE","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\nLN.15 sept 2025 bv\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A02286","temp_intcode_for_auto_old_int_code":"6","phone_2":"5149661665","last_act_type":"2021-10-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dutilmaryline@hotmail.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:46:43-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","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","session_id":"call_de27c7de6be074c4ea598e99d04","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_de27c7de6be074c4ea598e99d04"}},"seriesid":"163"}
{"contact":{"id":"5095","email":"mathieu.laflamme@beaubois.com","first_name":"Mathieu","last_name":"Laflamme, Cpa, Ca","phone":"4182285104","orgname":"Groupe Beaubois Inc.","customer_acct_name":"Groupe Beaubois Inc.","tags":"CSV imported, F24 Webinar registration QC, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01851","province":"QC","full_name":"Mathieu Laflamme, CPA, CA","language":"French","origin":"Lapsed Member","explicit_consent_date":"2011-11-10","domain_1":"beaubois.com","attended_webinar":"No","lapsed_expiration_date":"2011-11-10","individual_id":"281231","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-17","old_do_id":"LB2501368","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"completer 5 juin 2025 m Laflamme ma transf\u00e9rer a Maryse grenier puisque cest elle qui a b\u00e9n\u00e9ficier des services de linp sondage fait avec maryse grenier.\r\n17 dec 2025 bc","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T11:52:00-05:00","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25O01851","temp_intcode_for_auto_old_int_code":"6","organization_id":"192500","last_infoline_date_type":"2020-04-24","last_act_type":"2021-12-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mathieu.laflamme@beaubois.com","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","company_paid_thru":"2021-10-31","corp_cancel_date":"2022-01-07","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5452","email":"adriasp2000@hotmail.com","first_name":"Adriana","last_name":"Spinache","phone":"5148798585","orgname":"Babytel Inc","customer_acct_name":"Babytel 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":"L25A02181","province":"QC","extension_phone_1":"211","full_name":"Adriana Spinache","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2014-01-16","attended_webinar":"No","lapsed_expiration_date":"2014-01-16","individual_id":"222107","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501414","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","cpa_certification":"SCP","new_member_date_2":"2014-01-16","no_email_solicitation":"FALSE","cert_status":"PENDING","intcode":"15","blocnote":"24 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\r\n27 mai 2025 bv\r\n2 juin 2025 bv\r\n2 juillet 2025 bv\n2026 May 08 voicemail reached, no contact made\n2026 May 08 call attempted but no clear communication established","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:51-04:00","pipeline_2_members_only_ast":"","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25A02181","temp_intcode_for_auto_old_int_code":"15","phone_2":"4505983040","last_act_type":"2023-02-01","pcl_status":"P","pcl_completion_date":"2014-07-07","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":"2014-11-20","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"adriasp2000@hotmail.com","pcl_completion_date_5":"2019-07-07","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:32:14-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent attempted to reach Adriana multiple times to discuss the National Payroll Institute membership, but the user responses were inaudible and no clear communication was established. The call ended without any resolution or completion of the intended conversation.","aitm_callsummarytitle":"Unsuccessful call due to inaudible responses","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c4b77519b21c36f305ef5d8b197","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c4b77519b21c36f305ef5d8b197","mini_nps":"3","old_int_code":"6"}},"seriesid":"163"}
{"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":"2018-03-04","last_act_type":"2025-10-04","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","latest_paid_thru":"2020-02-29"}},"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","latest_paid_thru":"2022-10-31"}},"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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"6510","email":"jen.mcdonald@nor-val.com","first_name":"Jen","last_name":"McDonald","phone":"2505466670","orgname":"Nor-Val Rentals Ltd.","customer_acct_name":"Nor-Val Rentals Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02288","full_name":"Jen McDonald","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-07-09","domain_1":"nor-val.com","individual_id":"277832","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501996","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-06-30","temp_do_id_for_auto_old_do_id":"L25O02288","organization_id":"277830.0","members_type":"CORP","last_act_type":"2019-07-09","intcode":"06","blocnote":"Oct 15 2025 not working there anymore ask for payroll","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T12:43:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jen.mcdonald@nor-val.com","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 voicemail reached - no live contact\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 voicemail reached, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 reached voicemail at 10:51 AM\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","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","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Laurie and Bob Turcotte but went to voicemail, with no conversation taking 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","session_id":"call_9ccad3bd3d7e7dc8c83871adeda","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9ccad3bd3d7e7dc8c83871adeda"}},"seriesid":"163"}
{"contact":{"id":"5316","email":"mary@natursource.com","first_name":"Maria","last_name":"LaCorte","phone":"5147305246","orgname":"Natursource","customer_acct_name":"Natursource","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A00010","province":"QC","full_name":"Maria LaCorte","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-10-04","domain_1":"natursource.com","attended_webinar":"No","lapsed_expiration_date":"2023-02-02","individual_id":"165132","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETA00051","members_type":"AST","new_member_date_2":"2021-12-10","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","cpa_certification":"PCP","no_email_solicitation":"FALSE","pds_march":"9","cert_status":"PENDING","intcode":"05","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","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\n2026 May 08 call reached voicemail, no human contact\n2026-05-08 Dial no answer, phone: +14509754546\n2026 May 11 voicemail reached, no direct contact\n2026-05-11 Dial no answer, phone: +14509754546\n2026 May 13 call answered by gatekeeper, no contact with Maria LaCorte\n2026 May 15 call reached voicemail, no contact made\n2026-05-15 Dial no answer, phone: +14509754546\n2026 May 19 call reached voicemail, no contact made\n2026-05-19 Dial no answer, phone: +14509754546\n2026 May 21 call reached voicemail, no contact made\n2026-05-21 Dial no answer, phone: +14509754546\n2026 May 25 call reached voicemail, no contact made\n2026-05-25 Dial no answer, phone: +14509754546","pds_july":"9","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A00010","temp_intcode_for_auto_old_int_code":"05","pds_august":"9","phone_2":"4509754546","pds_september":"9","last_infoline_date_type":"2024-05-04","last_conf_date_type":"2013-06-18","last_act_type":"2024-05-04","pcl_status":"P","pcl_completion_date":"2014-06-04","pf1_status":"P","pf1_completion_date":"2014-12-22","pf2_status":"P","pf2_completion_date":"2016-12-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-01-15","number_of_passed_courses":"4","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"mary@natursource.com","pcl_completion_date_5":"2019-06-04","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-25T15:22:08-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"13","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_4ed27c742571ca7baf0f5f85fb1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4ed27c742571ca7baf0f5f85fb1","old_int_code":"06","mini_nps":"3","number_of_calls_reached":"1"}},"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":{"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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"29099","email":"lorcrooks@yahoo.ca","first_name":"Lorraine","last_name":"Crooks","phone":"9058268372","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 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":"","lead_status":"Renewed APX","new_member_date_2":"2009-09-01","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"157800","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"31","blocnote":"May 1 2026 completed with one email sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:48:00-04:00","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":"31","last_infoline_date_type":"2022-12-15","last_act_type":"2025-06-30","telemarketing_call_date":"2026-05-01","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":"2026-05-01T10:48:29-04:00","npi_email_temp":"lorcrooks@yahoo.ca","pcl_completion_date_5":"2019-07-15","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","sendaigeneral":"2026-05-01T10:48:00-04:00","sendaiemail":"2026-05-01T10:48:28-04:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","old_int_code":"6"}},"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","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10436","email":"shashini35@hotmail.com","first_name":"Shasini","last_name":"Guruge","phone":"4167547711","orgname":"Saunders Plumbing & Heating Inc.","customer_acct_name":"Saunders Plumbing & Heating Inc.","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2501207","province":"ON","full_name":"Shasini Galmangoda Guruge","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"243348","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00178","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":"2019-05-06","temp_do_id_for_auto_old_do_id":"LB2501207","temp_intcode_for_auto_old_int_code":"21","phone_2":"4165463239","last_act_type":"2022-03-10","pcl_status":"P","pcl_completion_date":"2016-08-21","pf1_status":"P","pf1_completion_date":"2016-12-18","pf2_status":"P","pf2_completion_date":"2017-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-11-02","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"shashini35@hotmail.com","pcl_completion_date_5":"2021-08-21","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"5402","email":"yagikazumi@gmail.com","first_name":"Kazumi","last_name":"Yagi","phone":"5142161112","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07181","province":"QC","full_name":"Kazumi Yagi","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2023-04-04","individual_id":"261575","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501524","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","paid_thru":"2022-04-30","new_member_date_2":"2021-04-27","temp_do_id_for_auto_old_do_id":"L25C07181","phone_2":"4504433954","last_act_type":"2021-04-30","pcl_status":"P","pcl_completion_date":"2018-12-24","pf1_status":"F","pf1_completion_date":"2021-08-29","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"yagikazumi@gmail.com","pcl_completion_date_5":"2023-12-24","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"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, TMAI, recall pro","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":"03","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\n2026 May 15 - Reached gatekeeper at Waimanisa Insurance; Danielle away returning next week; gatekeeper will take message\n2026 May 19 reached voicemail for Danielle Anne Marie Harvey\n2026 May 19 call reached voicemail, no contact with Danielle\n2026 May 21 call to Wawanesa Insurance to reach Danielle Anne Marie Harvey; contact not found, no forwarding info provided.","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:07-04:00","new_member_date_2":"2020-02-03","temp_do_id_for_auto_old_do_id":"L25P02434","temp_intcode_for_auto_old_int_code":"03","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","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-21T09:37:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Wawanesa Insurance to reach Danielle Anne Marie Harvey regarding the National Payroll Institute membership. The contact at Wawanesa was unable to provide the requested contact information, and the call ended without reaching Danielle.","aitm_callsummarytitle":"Unable to Reach Contact at Wawanesa Insurance","notrenewedwanttorenew":"No","mini_nps":"3","initialvalue":"Other","age_range":"Preferred not to say","old_int_code":"06","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9dd722a0d065d7dec33aa099d15","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9dd722a0d065d7dec33aa099d15","number_of_calls_reached":"2","onesentencenotrenewed":"Contact not available and no forwarding information provided.","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact not reachable at the provided number and no updated contact information available."}},"seriesid":"163"}
{"contact":{"id":"5466","email":"kricher@maisonsusineescote.com","first_name":"Kamie","last_name":"Richer","phone":"4504398737","orgname":"Maisons Usin\u00e9es C\u00f4t\u00e9","customer_acct_name":"Maisons Usin\u00e9es C\u00f4t\u00e9","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01454","province":"QC","extension_phone_1":"251","full_name":"Kamie Richer, CRHA","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2017-02-22","domain_1":"maisonsusineescote.com","attended_webinar":"No","lapsed_expiration_date":"2017-02-22","individual_id":"317309","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501421","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T10:45:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01454","temp_intcode_for_auto_old_int_code":"6","organization_id":"250732","last_infoline_date_type":"2023-02-28","last_act_type":"2023-02-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kricher@maisonsusineescote.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10941","email":"farhinbadarpura123@gmail.com","first_name":"Farhin","last_name":"Badarpura","phone":"3065801008","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":"Farhin Badarpura","language":"English","origin":"Lapsed Spring 2024","individual_id":"320113","region":"CDN","lead_status":"Refused","old_do_id":"L25C06430","members_type":"CAND","province":"SK","area_code":"306","time_zone":"3","phone_2":"3065801008","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"Nov 6 2025 vm","paid_thru":"2023-12-31","new_member_date_2":"2023-01-05","temp_do_id_for_auto_old_do_id":"L25C06430","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-01-14","pcl_status":"P","pcl_completion_date":"2023-05-25","number_of_passed_courses":"1","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:56:00-05:00","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":"farhinbadarpura123@gmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"9910","email":"jadeymay777@gmail.com","first_name":"Jade","last_name":"Reid","phone":"2269898710","orgname":"Hunt Fitnass","customer_acct_name":"Hunt Fitnass","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07590","full_name":"Jade Reid","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-02-02","individual_id":"274147","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503206","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-02-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2020-11-30","new_member_date_2":"2019-12-12","temp_do_id_for_auto_old_do_id":"L25C07590","phone_2":"2269898710","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2020-03-29","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jadeymay777@gmail.com","pcl_completion_date_5":"2025-03-29","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30"}},"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":"2025-10-11","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","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","latest_paid_thru":"2026-07-31"}},"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":"2019-06-08","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","latest_paid_thru":"2023-11-30"}},"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","latest_paid_thru":"2022-10-31"}},"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":"2025-07-03","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","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"5456","email":"n.cloutier@centrepatronalsst.qc.ca","first_name":"Nathalie","last_name":"Cloutier","phone":"5148428401","orgname":"Centre Patronal de Sant\u00e9 et S\u00e9curit\u00e9 du Travail du Qu\u00e9bec","customer_acct_name":"Centre Patronal de Sant\u00e9 et S\u00e9curit\u00e9 du Travail du Qu\u00e9bec","tags":"CSV imported, paie.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01553","province":"QC","extension_phone_1":"233","full_name":"Nathalie Cloutier","language":"French","origin":"Lapsed 2024","explicit_consent_date":"1995-11-01","domain_1":"centrepatronalsst.qc.ca","attended_webinar":"No","lapsed_expiration_date":"1995-11-01","individual_id":"100404","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501416","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"17 juin 2025 retraite","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T09:45:00-04:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25O01553","temp_intcode_for_auto_old_int_code":"16","organization_id":"10533","pds_august":"18","pds_september":"18","last_infoline_date_type":"2022-08-17","last_act_type":"2023-10-24","number_of_passed_courses":"0","pds_october":"18","trc":"False","wera":"False","pds_november":"18","npi_email_temp":"n.cloutier@centrepatronalsst.qc.ca","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"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":"2021-02-11","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","latest_paid_thru":"2022-07-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T17:07:17-04:00","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","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-25T17:07:17-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call reached voicemail and the contact was not available to speak.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_af9c6e1e9842823327b51f0c117","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_af9c6e1e9842823327b51f0c117"}},"seriesid":"163"}
{"contact":{"id":"6050","email":"ddavisyoung@wattisretail.com","first_name":"Donna","last_name":"Davis-Young","phone":"4163649384","orgname":"Watt International Inc","customer_acct_name":"Watt International Inc","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01995","extension_phone_1":"262","full_name":"Donna Davis-Young","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2004-09-03","domain_1":"wattisretail.com","individual_id":"82340","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501831","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25O01995","organization_id":"82339","members_type":"CORP","last_act_type":"2020-10-29","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T11:05:00-05:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ddavisyoung@wattisretail.com","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"seriesid":"163"}
{"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","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"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","latest_paid_thru":"2022-09-30"}},"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","latest_paid_thru":"2020-02-29"}},"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":"2021-10-06","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"btunks1@gmail.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"6212","email":"hothixuanhong@yahoo.com","first_name":"Hong","last_name":"Ho","phone":"8193290879","orgname":"SEOCHC","customer_acct_name":"SEOCHC","tags":"CSV imported, F24 Webinar registration CDN, F24 Attendees, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502781","full_name":"Hong Ho","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2020-03-13","lapsed_expiration_date":"2023-05-02","individual_id":"284038","members_type":"PRO","area_code":"819","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-01","old_do_id":"CLNPI002613","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-05-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"12 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T13:40:00-05:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2023-02-28","new_member_date_2":"2020-03-13","temp_do_id_for_auto_old_do_id":"LB2502781","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"8193290879","pds_september":"1","last_act_type":"2023-07-31","pcl_status":"P","pcl_completion_date":"2020-07-05","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":"2021-03-23","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"hothixuanhong@yahoo.com","pcl_completion_date_5":"2025-07-05","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
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{"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, npiAlert19, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"119166","cpa_certification":"CPM","no_email_solicitation":"False","time_zone":"2","intcode":"16","blocnote":"May 1 2026 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:24:00-04:00","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":"16","last_act_type":"2026-08-01","telemarketing_call_date":"2026-05-01","old_int_code":"08","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","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
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{"contact":{"id":"6274","email":"donnabonk@yahoo.ca","first_name":"Donna","last_name":"Bonk","phone":"9059224396","orgname":"MTC","customer_acct_name":"MTC","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503066","full_name":"Donna Bonk","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"23-juin-06","individual_id":"85159","region":"CDN","lead_status":"Refused","old_do_id":"C17656","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-08-04","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":"","pds_july":"16","paid_thru":"2021-05-31","new_member_date_2":"2006-06-23","temp_do_id_for_auto_old_do_id":"LB2503066","temp_intcode_for_auto_old_int_code":"21","pds_august":"16","phone_2":"9059224396","pds_september":"16","last_infoline_date_type":"2020-11-13","last_act_type":"2021-02-11","pcl_status":"P","pcl_completion_date":"2006-10-10","pf1_status":"P","pf1_completion_date":"2007-01-20","pf2_status":"P","pf2_completion_date":"2007-05-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2006-07-11","number_of_passed_courses":"4","pds_october":"16","trc":"False","wera":"False","pds_november":"16","npi_email_temp":"donnabonk@yahoo.ca","pcl_completion_date_5":"2011-10-10","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31"}},"seriesid":"163"}
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{"contact":{"id":"10393","email":"darcie273@hotmail.com","first_name":"Darcie","last_name":"Kwasnycia","phone":"2505661385","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":"Darcie Kwasnycia","language":"English","origin":"Lapsed Spring 2024","individual_id":"318662","region":"CDN","lead_status":"Refused","old_do_id":"L25C06544","members_type":"CAND","province":"BC","area_code":"250","time_zone":"5","phone_2":"2505661385","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:22:00-05:00","intcode":"06","canceldate":"2024-01-05","paid_thru":"2023-10-31","new_member_date_2":"2022-11-17","temp_do_id_for_auto_old_do_id":"LB2504880","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-04-10","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"F","pf1_completion_date":"2023-06-20","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","do_id":"LB2504880","npi_email_temp":"darcie273@hotmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","sendpreexpirationemail":"2025-03-20T11:55:00-04:00","blocnote":"May 5 2026 she doesnt work there","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T11:53:00-04:00","mini_nps":"5","onesentencenotrenewed":"","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":"16","old_int_code":"12","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":"16","last_infoline_date_type":"2026-05-05","last_act_type":"2026-05-05","telemarketing_call_date":"2026-05-05","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","latest_paid_thru":"2027-02-28"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"06","blocnote":"14 mai bv\r\n20 mai 2026 bv\r\n21 mai 2026 bv\r\n22 mai 2026 bv\r\n29 mai 2026","dhmsfin_telemarketing_last_contacted_date":"2026-05-29T10:00:00-04:00","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":"06","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","latest_paid_thru":"2026-03-31"}},"seriesid":"163"}
{"contact":{"id":"10370","email":"sharinmpc@yahoo.ca","first_name":"Shari","last_name":"Bujold","phone":"8072743287","orgname":"Keffer Medicine Professional Corp","customer_acct_name":"Keffer Medicine Professional Corp","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01567","province":"ON","full_name":"Shari Bujold","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2003-11-13","individual_id":"206454","area_code":"807","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501157","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"22 May 2025 Unable to be reached","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T11:25:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O01567","temp_intcode_for_auto_old_int_code":"16","organization_id":"70771","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sharinmpc@yahoo.ca","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2022-09-13","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"16940","email":"jennifer@ogdenfh.com","first_name":"Jennifer","last_name":"Henderson","phone":"4162935211","orgname":"Ogden Funeral Homes Ltd","customer_acct_name":"Ogden Funeral Homes Ltd","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Jennifer Henderson","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2004-11-04","domain_1":"ogdenfh.com","do_id":"L25O01924","individual_id":"84224","members_type":"CORP","time_zone":"2","area_code":"416","never_call":"REFUSED","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501828","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"May 26 2025 Survey completed She said that their payroll was simple and that she will be retiring soon.","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T15:23:00-04:00","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 will be retiring.","hardtoparticipateevents":"No","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01924","temp_intcode_for_auto_old_int_code":"1","organization_id":"84222","pds_august":"3","pds_september":"3","last_act_type":"2020-12-21","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"jennifer@ogdenfh.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9889","email":"vgoulah@mariposadairy.ca","first_name":"Vicki","last_name":"Goulah","phone":"7053249306","orgname":"Mariposa Dairy Ltd.","customer_acct_name":"Mariposa Dairy Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02325","province":"ON","full_name":"Vicki Goulah","language":"English","origin":"2023 lapsed Members","domain_1":"mariposadairy.ca","lapsed_expiration_date":"2022-09-02","individual_id":"303374","area_code":"705","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500784","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","new_member_date_2":"2021-07-29","no_email_solicitation":"FALSE","intcode":"15","blocnote":"May 21 2025 in a meeting\r\nAug 6 2025 vm\r\nLN Oct 6 2025 in a meeting.\n2026 May 08 callback scheduled for Vicki at Mariposa Dairy - NPI# not provided\n2026 May 11 contact answered but Vicki not reached\n2026 May 13 call reached Erin at Mariposa Dairy, call ended early without renewal discussion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T11:06:41-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25A02325","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2021-07-28","old_int_code":"03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vgoulah@mariposadairy.ca","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30","called_by":"Tri","aitm_status_called":"2026-05-13T11:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_call_back_date_and_time":"2026-05-11T10:00:00-04:00","npi_call_back_time_hour":"10","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent reached a live person named Erin at Mariposa Dairy who was unsure about the call's purpose. The agent introduced themselves and the organization but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call reached gatekeeper, no renewal discussion","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was unsure about the call purpose and did not proceed with renewal discussion.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact was unsure about the call purpose and did not engage further.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7590bb637dbd9323bdb160082cb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7590bb637dbd9323bdb160082cb","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"16341","email":"mingham@rupertsland.org","first_name":"Trent","last_name":"Peeters","phone":"7808019991","orgname":"Rupertsland Institute","customer_acct_name":"Rupertsland Institute","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Trent Peeters","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-08-21","domain_1":"rupertsland.org","attended_webinar":"Yes","lapsed_expiration_date":"2022-10-04","do_id":"L25O02238","individual_id":"279299","time_zone":"4","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500227","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"May 26 2025 Trent Peeters is no longer there. Spoke to Michelle Ingham she said she is not a member. It was probably Trent who was a member. Send email.","dhmsfin_telemarketing_last_contacted_date":"2025-10-21T14:00:00-04:00","sendapplicationform":"2025-05-26T13:09:00-04:00","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25O02238","temp_intcode_for_auto_old_int_code":"10","organization_id":"243874.0","last_infoline_date_type":"2021-06-01","last_act_type":"2022-09-14","old_int_code":"6","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mingham@rupertsland.org","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"May 4 2026 vm\r\nMay 6 2026 vm\r\nMay 13 2026 vm\r\nMay 19 2026 vm\r\nMay 21 2026 vm\r\nMay 25 2026 vm\r\nMay 28 2026 vm\r\nJune 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T15:55:00-04:00","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":"06","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":"06","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","pds_september":"2","last_infoline_date_type":"2025-11-06","last_act_type":"2025-11-06","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","latest_paid_thru":"2026-03-31"}},"seriesid":"163"}
{"contact":{"id":"29580","email":"sandra@sei-ind.com","first_name":"Sandra","last_name":"Bennett","phone":"6049463131","orgname":"SEI Industries Ltd","customer_acct_name":"SEI Industries Ltd","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"do_id":"L25A01626","full_name":"Sandra Bennett","members_type":"AST","city_1":"Surrey","province":"BC","language":"English","phone_2":"6044980609","lead_status":"Refused","new_member_date_2":"2006-04-03","pipeline_2_members_only_ast":"","individual_id":"101061","cpa_certification":"CPM","no_email_solicitation":"False","pds_march":"16","area_code":"604","time_zone":"5","blocnote":"Mar 20 2025 vm  Mar 24 2025 vm  April 1 2025 vm Scott  April 8 2025 She is no longer with the company","dhmsfin_telemarketing_last_contacted_date":"2025-04-08T18:21:00-04:00","extension_phone_1":"187","old_do_id":"12","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","canceldate":"2025-05-02","cert_status":"WITHDRAWN_CPE","pds_july":"16","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01626","temp_intcode_for_auto_old_int_code":"21","pds_august":"16","pds_september":"16","last_infoline_date_type":"2023-05-18","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2006-08-21","pf1_status":"P","pf1_completion_date":"2006-12-22","pf2_status":"P","pf2_completion_date":"2008-01-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-01-22","number_of_passed_courses":"4","pds_october":"16","trc":"False","wera":"False","pds_november":"16","npi_email_temp":"sandra@sei-ind.com","pcl_completion_date_5":"2011-08-21","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"10451","email":"nikitamehra1807@gmail.com","first_name":"Nikita","last_name":"Mehra","phone":"4166662709","orgname":"Kothari Group Inc.","customer_acct_name":"Kothari Group Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06659","province":"ON","full_name":"Nikita Mehra","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"300478","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500905","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":"2021-04-22","temp_do_id_for_auto_old_do_id":"L25C06659","phone_2":"4166662709","last_act_type":"2022-03-31","pcl_status":"P","pcl_completion_date":"2021-08-08","pf1_status":"F","pf1_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"nikitamehra1807@gmail.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"6399","email":"evans3388@yahoo.ca","first_name":"Evans","last_name":"Ng","phone":"7804444040","orgname":"Hughes Petroleum Ltd.","customer_acct_name":"Hughes Petroleum Ltd.","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502255","full_name":"Evans (Tze Ming) Ng","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2005-09-14","individual_id":"94578","area_code":"780","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"C17661","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-12-02","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":"2021-09-30","new_member_date_2":"2005-09-14","temp_do_id_for_auto_old_do_id":"LB2502255","temp_intcode_for_auto_old_int_code":"21","phone_2":"7804449030","last_act_type":"2022-02-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"evans3388@yahoo.ca","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"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","npi_email_temp":"cpe.boisverts@videotron.ca","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
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{"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":"2022-04-01","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","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
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{"contact":{"id":"6400","email":"soli.ameli@gmail.com","first_name":"Solmaz","last_name":"Ameli","phone":"4165534747","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02504","city_1":"AST","full_name":"Solmaz Ameli","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-07-30","individual_id":"110952","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502844","pipeline_1_lapsed_members":"Lapsed Members","members_type":"AST","no_email_solicitation":"False","province":"ON","time_zone":"2","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 31 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:42-04:00","temp_do_id_for_auto_old_do_id":"L25A02504","temp_intcode_for_auto_old_int_code":"6","phone_2":"4165534747","canceldate":"2020-10-02","new_member_date_2":"2019-07-30","paid_thru":"2020-07-31","cert_status":"WITHDRAWN","cpa_certification":"PCP","last_act_type":"2020-05-10","pcl_status":"P","pcl_completion_date":"2019-12-23","pf1_status":"F","pf1_completion_date":"2020-05-24","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":"3","trc":"True","wera":"False","npi_email_temp":"soli.ameli@gmail.com","pcl_completion_date_5":"2024-12-23","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","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","session_id":"call_4627684f6bce142be6dbd504cdb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4627684f6bce142be6dbd504cdb","mini_nps":"3"}},"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","latest_paid_thru":"2020-01-31"}},"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","latest_paid_thru":"2020-12-31","company_paid_thru":"2020-12-31","corp_cancel_date":"2021-03-02","company_status":"I"}},"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":"2026-03-20","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","latest_paid_thru":"2027-02-28"}},"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":"2026-11-02","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","latest_paid_thru":"2027-01-31"}},"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","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"16530","email":"aidajankovic@yahoo.ca","first_name":"Aida","last_name":"Jankovic","phone":"6474015877","orgname":"Instore Product LTD","customer_acct_name":"Instore Product LTD","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"language":"English","time_zone":"2","area_code":"647","region":"CDN","last_engaged_date":"2025-05-08","do_id":"AST0657","old_do_id":"85904","full_name":"Aida Jankovic, CPP","members_type":"AST","city_1":"Mississauga","province":"ON","phone_2":"9055070709","lead_status":"Member","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","new_member_date_2":"2018-08-14","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":"no","blocnote":"Apr 30 2026 completed with first email sent( she didn't have time to talk but she agreed to send her an email)","dhmsfin_telemarketing_last_contacted_date":"2026-04-30T18:43:00-04:00","pipeline_1_lapsed_members":"","individual_id":"85904","pds_may":"5","canceldate":"2008-02-01","email2":"","resourceaware":"No","resourcevisitedselfreport":"","intcode":"31","full_name_2":" ","pds_july":"5","paid_thru":"2026-07-31","pds_august":"5","temp_do_id_for_auto_old_do_id":"AST0657","temp_intcode_for_auto_old_int_code":"31","pds_september":"5","last_infoline_date_type":"2024-12-02","last_act_type":"2025-07-31","telemarketing_call_date":"2026-04-30","pcl_status":"P","pcl_completion_date":"2013-04-25","pf1_status":"F","pf1_completion_date":"2021-04-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-04-30","number_of_passed_courses":"2","pds_october":"5","old_int_code":"06","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","sendmayemail":"2025-11-19T09:59:00-05:00","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","sendaigeneral":"2026-04-30T18:42:00-04:00","sendnovemberemail":"2025-11-19T09:59:49-05:00","sendaidate":"2026-04-30T18:42:52-04:00","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"aidajankovic@yahoo.ca","pcl_completion_date_5":"2018-04-25","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","sendaiemail":"2026-04-30T18:42:51-04:00"}},"seriesid":"163"}
{"contact":{"id":"5986","email":"caitlin.grey@nnec.on.ca","first_name":"Caitlin","last_name":"Grey","phone":"8077372002","orgname":"Northern Nishnawbe Education Council","customer_acct_name":"Northern Nishnawbe Education Council","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01873","full_name":"Caitlin Grey","language":"English","origin":"Lapsed members","explicit_consent_date":"2020-09-30","domain_1":"nnec.on.ca","individual_id":"293169","area_code":"807","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502272","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25O01873","organization_id":"293168","members_type":"CORP","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2026-01-05T10:30:00-05:00","temp_intcode_for_auto_old_int_code":"06","old_int_code":"07","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"It wasn't Caitlyn it was Sherrol","npi_email_temp":"caitlin.grey@nnec.on.ca","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31","company_paid_thru":"2021-08-31","corp_cancel_date":"2021-11-02","company_status":"I"}},"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":"2024-12-02","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","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"29070","email":"anterremon@yahoo.ca","first_name":"Remon","last_name":"Anter","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"250205 AST Members, Zerobounce indication, Exclusion List 250404, npiAlert7, npiAlert13, npiAlert14, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"old_do_id":"L25C05896","full_name":"Remon Anter","members_type":"CAND","city_1":"Windsor","province":"ON","language":"English","phone_2":"5199030526","zerobounce_reason":"No Valid: abuse","pipeline_2_members_only_ast":"","new_member_date_2":"2024-08-23","time_zone":"2","area_code":"416","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":"he had a membership but he never used it","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:47:00-05:00","pipeline_1_lapsed_members":"Non-mailable Lapsed members","individual_id":"327617","nonactive_reason":"AST->CAND\/PRO","lead_status":"Lapsed Member","paid_thru":"2025-07-31","temp_do_id_for_auto_old_do_id":"L25C07715","do_id":"L25C07715","canceldate":"2025-10-01","date_of_renewal_identification":"","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":"F","pf2_completion_date":"2023-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-08-23","number_of_passed_courses":"1","intcode":"06","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"anterremon@yahoo.ca","pcl_completion_date_5":"2028-09-22","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"9942","email":"virgiliottumbagajr@gmail.com","first_name":"Virgilio","last_name":"Tumbaga","phone":"5147822200","orgname":"Ricoh Canada Inc.","customer_acct_name":"Ricoh Canada 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":"L25C06747","province":"ON","full_name":"Virgilio Tumbaga","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"310523","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501287","time_zone":"2","members_type":"CAND","phone_2":"6473250919","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\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":"2023-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T16:28:00-05:00","new_member_date_2":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25C06747","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-02-25","pcl_status":"F","pcl_completion_date":"2022-06-12","number_of_passed_courses":"0","trc":"False","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":"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":"Strong","onesentencenotrenewed":"","old_int_code":"01","npi_email_temp":"virgiliottumbagajr@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"6687","email":"jim@rd3restaurantgroup.com","first_name":"Jim","last_name":"Tzemopoulos","phone":"5166001725","orgname":"134677 Canada Inc. - DBA Reuben's Deli & Steaks","customer_acct_name":"134677 Canada Inc. - DBA Reuben's Deli & Steaks","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01913","full_name":"Jim Tzemopoulos","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"5-f?vr-19","domain_1":"rd3restaurantgroup.com","individual_id":"272427","area_code":"514","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-09","old_do_id":"LB2502190","time_zone":"2","province":"QC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25O01913","organization_id":"272425","members_type":"CORP","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T10:50:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jim@rd3restaurantgroup.com","formatted_paid_thru":"31\/01\/2021","latest_paid_thru":"2021-01-31","company_paid_thru":"2021-01-31","corp_cancel_date":"2021-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6037","email":"dbrown@brandonpetroleum.ca","first_name":"Derrick","last_name":"Brown","phone":"7804131826","orgname":"Brandon Petroleum Sales Ltd.","customer_acct_name":"Brandon Petroleum Sales Ltd.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500049","province":"AB","full_name":"Derrick Brown","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2007-02-21","domain_1":"brandonpetroleum.ca","individual_id":"221489","area_code":"780","never_call":"REFUSED","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-23","old_do_id":"CNPIRETA00117","time_zone":"4","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-02-02","new_member_date_2":"2013-12-13","no_email_solicitation":"FALSE","pds_march":"2","blocnote":"May 12 2025 refused and said he did not want to renew today.","dhmsfin_telemarketing_last_contacted_date":"2025-05-16T10:33:00-04:00","intcode":"21","organization_id":"113477","notrenewedother":"Simply refused","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"LB2500049","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","phone_2":"7809520892","pds_september":"2","last_act_type":"2020-10-27","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"dbrown@brandonpetroleum.ca","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","company_paid_thru":"2020-01-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","old_do_id":"L25A02482","pipeline_1_lapsed_members":"Refused Lapsed","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.\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call went to voicemail, no contact made\n2026 May 11 call reached voicemail, no conversation\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 reached voicemail\n2026 May 15 contact refused to renew due to job situation, declined survey","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:41-04:00","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":"06","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","latest_paid_thru":"2020-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent contacted Lesley regarding her lapsed Associate membership with the National Payroll Institute. Lesley declined to renew and chose not to participate in the survey, citing her current job as the reason for not renewing. The call ended politely with no further engagement.","aitm_callsummarytitle":"Membership Refusal by Lesley","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_d9302561b10b838407c159c9092","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d9302561b10b838407c159c9092","onesentencenotrenewed":"Because of the job that I'm in.","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5347","email":"lyne.thibault@videotron.ca","first_name":"Lyne","last_name":"Thibault","phone":"5148489199","orgname":"Energ\u00e8re Inc","customer_acct_name":"Energ\u00e8re Inc","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02268","province":"QC","full_name":"Lyne Thibault","language":"French","origin":"2023 lapsed Members","attended_webinar":"Yes","lapsed_expiration_date":"2023-03-02","individual_id":"247704","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501496","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","new_member_date_2":"2018-01-10","no_email_solicitation":"FALSE","pds_march":"7","intcode":"03","blocnote":"9 juin 2025 bv\n2026 May 08 contact not found for Lyne Thibault, call ended politely","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","pds_july":"7","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A02268","temp_intcode_for_auto_old_int_code":"03","pds_august":"7","phone_2":"5142554556","pds_september":"7","last_infoline_date_type":"2020-09-23","last_act_type":"2021-01-11","number_of_passed_courses":"0","pds_october":"7","trc":"True","wera":"False","pds_november":"7","npi_email_temp":"lyne.thibault@videotron.ca","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Lyne Thibault but the contact confirmed that Lyne Thibault was not available at the number. The agent ended the call politely after confirming the unavailability.","aitm_callsummarytitle":"Contact Not Available - No Lyne Thibault","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2578f6d4dbafafde3f955d07654","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2578f6d4dbafafde3f955d07654","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5440","email":"vlafranchise777@gmail.com","first_name":"Val\u00e9rie","last_name":"Lafranchise","phone":"5149740337","orgname":"CGI","customer_acct_name":"CGI","tags":"CSV imported, F24 Webinar registration QC, F24 Webinar QC, NPIdealed, npiPartnerAccount","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Val\u00e9rie Lafranchise","language":"French","origin":"2024 FALL","attended_webinar":"No","lapsed_expiration_date":"2022-07-05","individual_id":"299877","time_zone":"2","area_code":"450","region":"QC","lead_status":"Partner","last_engaged_date":"2024-11-22","old_do_id":"LB2501543","members_type":"CAND","pipeline_1_lapsed_members":"","canceldate":"2022-07-05","paid_thru":"2022-04-30","new_member_date_2":"2021-04-28","temp_do_id_for_auto_old_do_id":"LB2507642","phone_2":"5149740337","pipeline_2_members_only_ast":"","last_act_type":"2021-09-22","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507642","npi_email_temp":"vlafranchise777@gmail.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"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":{"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","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"6830","email":"kabell@allcarecanada.ca","first_name":"Kathryn","last_name":"Abell","phone":"2503725550","orgname":"All Care Canada (Sidney) Inc.","customer_acct_name":"All Care Canada (Sidney) Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01889","full_name":"Kathryn Abell","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"31-mai-18","domain_1":"allcarecanada.ca","individual_id":"264041","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502179","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25O01889","organization_id":"264039","members_type":"CORP","intcode":"06","blocnote":"Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T12:48:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kabell@allcarecanada.ca","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","company_paid_thru":"2021-04-30","corp_cancel_date":"2021-07-03","company_status":"I"}},"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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"29059","email":"jmadhaviy@gmail.com","first_name":"Madhavi","last_name":"Yallabandi","phone":"5146497312","orgname":"","customer_acct_name":"","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Madhavi Yallabandi","members_type":"AST","city_1":"Repentigny","province":"QC","language":"English","phone_2":"5146497312","lead_status":"Renewed Lapsed","new_member_date_2":"2025-06-05","pipeline_2_members_only_ast":"","last_engaged_date":"2025-03-28","individual_id":"266747","no_email_solicitation":"False","time_zone":"2","blocnote":"20 March 2025 VM\r\n24 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 She was at work couldn't talk","dhmsfin_telemarketing_last_contacted_date":"2025-04-30T13:19:00-04:00","area_code":"514","old_do_id":"LB2505669","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","date_of_renewal_identification":"2025-06-12","nonactive_reason":"AST->CAND\/PRO","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"AST03106","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-05-30","last_act_type":"2025-06-13","pcl_status":"P","pcl_completion_date":"2018-12-24","pf1_status":"P","pf1_completion_date":"2024-08-21","pf2_status":"F","pf2_completion_date":"2024-11-20","number_of_passed_courses":"2","old_int_code":"6","trc":"True","wera":"False","do_id":"AST03106","npi_email_temp":"jmadhaviy@gmail.com","pcl_completion_date_5":"2023-12-24","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31"}},"seriesid":"163"}
{"contact":{"id":"9839","email":"bbetan24@gmail.com","first_name":"Brian","last_name":"Betan","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":"L25C07694","province":"AB","full_name":"Brian Betan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295554","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500126","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":"L25C07694","phone_2":"7806803824","last_act_type":"2020-03-12","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":"bbetan24@gmail.com","pcl_completion_date_5":"2026-02-21","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"9868","email":"ccarmichael@wjscanada.com","first_name":"Chantel","last_name":"Carmichael","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, npiAlert3, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Chantel Carmichael","language":"English","origin":"Lapsed Spring 2024","domain_1":"wjscanada.com","individual_id":"241696","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2504674","time_zone":"5","province":"BC","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"99","blocnote":"Mar 13 2025 vm  Mar 25 2025 vm\r\nMar 27 2025 vm  Mar 31 2025 vm\r\nApr 3 2025 vm  Apr 9 2025 vm  Apr 30 2025 vm\r\nAug 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-06T16:10:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2025-10-31","temp_do_id_for_auto_old_do_id":"L25O04562","temp_intcode_for_auto_old_int_code":"99","organization_id":"8021","old_int_code":"6","company_paid_thru":"2025-10-31","number_of_passed_courses":"0","date_of_renewal_identification":"","trc":"False","wera":"False","do_id":"L25O04562","npi_email_temp":"ccarmichael@wjscanada.com","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31","corp_cancel_date":"2026-01-06","ln_entered_date":"2026-06-01","company_status":"I"}},"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, TMAI","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":"15","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\n2026 May 08 call reached automated emergency system, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","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":"15","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","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an automated emergency response system where the user interacted by pressing digits to navigate options related to emergency situations. The user pressed digits corresponding to emergency categories but no human agent was reached during the call.","aitm_callsummarytitle":"Automated Emergency System Interaction","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4618a6c3ba5877fced6ed39c8f6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4618a6c3ba5877fced6ed39c8f6","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2022-01-31"}},"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":"2024-08-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"celia.zhang@multitechcorp.ca","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"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":"2021-01-05","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","latest_paid_thru":"2022-04-30"}},"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","latest_paid_thru":"2022-08-31"}},"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":"Lapsed Member","old_do_id":"LB2507634","time_zone":"2","members_type":"CAND","phone_2":"6395383751","pipeline_1_lapsed_members":"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":"L25C10056","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_act_type":"2025-05-16","date_of_renewal_identification":"","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","npi_email_temp":"vishwajitmaharaul@gmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","do_id":"L25C10056","ln_entered_date":"2026-06-02"}},"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":"15","pipeline_1_lapsed_members":"Lapsed Members","sendjulyemail":"2025-07-21T15:34:00-04:00","blocnote":"px\r\n10 dec 2025 bv\n2026 May 08 call initiated, agent asked for Emilie but call ended due to inactivity","sendmayemail":"2025-07-21T15:34:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:52-04:00","full_name_2":" ","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25A02937","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2026-01-23","telemarketing_call_date":"2025-11-12","number_of_passed_courses":"0","old_int_code":"06","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","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:52-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Emilie and confirmed if they were speaking with her, but the call ended shortly after without further conversation due to inactivity.","aitm_callsummarytitle":"Call Attempted but No Conversation","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d9e30450a77610689e718d6bcf8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d9e30450a77610689e718d6bcf8","number_of_calls_reached":"1"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"82661","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"31","blocnote":"May 6 2026 Survey completed send resource email","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T10:19:00-04:00","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":"31","date_of_renewal_identification":"2025-09-25","last_infoline_date_type":"2025-11-20","last_act_type":"2025-11-20","telemarketing_call_date":"2026-05-06","number_of_passed_courses":"0","old_int_code":"99","trc":"False","wera":"False","sendaidate":"2026-05-06T10:19:06-04:00","npi_email_temp":"hrpcdeb@sympatico.ca","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","sendaigeneral":"2026-05-06T10:19:00-04:00","sendaiemail":"2026-05-06T10:19:05-04:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"8241","email":"c.tan22@yahoo.com","first_name":"Christopher","last_name":"Tan","phone":"2045120752","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06871","province":"MB","full_name":"Christopher Tan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"306890","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500567","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":"2021-11-04","temp_do_id_for_auto_old_do_id":"L25C06871","phone_2":"2045120752","last_act_type":"2021-03-11","pcl_status":"P","pcl_completion_date":"2022-01-30","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:06:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"c.tan22@yahoo.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"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","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10936","email":"lori-70@hotmail.com","first_name":"Lori","last_name":"Rice","phone":"7804024723","orgname":"Modern Edge Bookkeeping","customer_acct_name":"Modern Edge 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":"L25O01495","full_name":"Lori Rice","language":"English","origin":"Lapsed Spring 2024","individual_id":"318312","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502667","time_zone":"4","province":"AB","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Apr 10 2025 interview completed","dhmsfin_telemarketing_last_contacted_date":"2025-04-10T16:13:00-04:00","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":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"not with the same company 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":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01495","temp_intcode_for_auto_old_int_code":"1","organization_id":"273698","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lori-70@hotmail.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"seriesid":"163"}
{"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"212590","no_email_solicitation":"False","pds_march":"3","sendpreexpirationemail":"2025-04-01T19:22:00-04:00","blocnote":"May 5 2026 in a meeting","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T12:42:00-04:00","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":"2026-03-27","telemarketing_call_date":"2026-05-05","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","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"5021","email":"marie.p@hotmail.com","first_name":"Mariepier","last_name":"Lavergne","phone":"4186228180","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501292","province":"QC","extension_phone_1":"x422","full_name":"Mariepier Lavergne","language":"French","origin":"2022 Winter","explicit_consent_date":"2022-09-14","attended_webinar":"No","members_type":"AST","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","old_do_id":"Q6895","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","blocnote":"14 mai 2025 bv\r\n27 mai 2025 bv\r\n2 juin 2025 bv\r\n16 juin 2025 bv\n2026 May 08 call ended due to inactivity with no clear contact confirmation or renewal discussion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:48-04:00","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2501292","temp_intcode_for_auto_old_int_code":"15","regular_email_change_date":"2025-11-13T11:16:31-05:00","npi_email_temp":"marie.p@hotmail.com","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact, repeatedly asking if they were speaking with Mariepier, but the user's responses were mostly inaudible. The call ended due to inactivity without a clear resolution or completion of the intended survey or renewal discussion.","aitm_callsummarytitle":"Unsuccessful call due to inaudible responses and inactivity","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear refusal or renewal intent expressed due to inaudible responses.","initialvalue":"Other","othermemberbenefit":"No information provided due to call ending prematurely.","old_int_code":"6","astotherreasonsnottorenew":"Call ended before any reason was provided due to inaudible responses.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b520f76c4c874ec5dba481bca95","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b520f76c4c874ec5dba481bca95","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2023-11-30"}},"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","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8167","email":"erinmac@clossonchase.com","first_name":"Erin","last_name":"MacInnis","phone":"6133991418","orgname":"Closson Chase Vineyards Inc.","customer_acct_name":"Closson Chase Vineyards Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02343","province":"ON","full_name":"Erin MacInnis","language":"English","origin":"2023 lapsed Members","domain_1":"clossonchase.com","lapsed_expiration_date":"2022-07-05","individual_id":"288542","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500764","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","new_member_date_2":"2020-05-12","no_email_solicitation":"FALSE","intcode":"15","blocnote":"May 12 2025 vm\r\nJuly 15 2025 not in today\r\nLN Sept 24 2025 Call between 8 and 12.\n2026 May 08 callback scheduled for Erin MacInnis next Friday morning - NPI# not provided\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call answered but no conversation beyond initial greeting","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T09:26:42-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25A02343","temp_intcode_for_auto_old_int_code":"15","phone_2":"6138854463","last_act_type":"2021-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"erinmac@clossonchase.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T09:41:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_call_back_date_and_time":"2026-05-15T09:00:00-04:00","npi_call_back_time_hour":"09","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent called and reached a person who identified as speaking but did not continue the conversation further.","aitm_callsummarytitle":"Call answered but no conversation","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact unavailable due to surgery, callback scheduled.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact unavailable due to surgery, callback scheduled.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_99c5cffe0317d3c6d1ea2c3f318","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_99c5cffe0317d3c6d1ea2c3f318","old_int_code":"06","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10002","email":"jpurvis@severn.ca","first_name":"Julie","last_name":"Purvis","phone":"7053252315","orgname":"Township of Severn","customer_acct_name":"Township of Severn","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06341","full_name":"Julie Purvis, AIMA","language":"English","origin":"Lapsed Spring 2024","domain_1":"severn.ca","individual_id":"286239","area_code":"705","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502643","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"7053306165","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"13 March 2025 VM\r\n26 March 2025 Survey completed - she doesn't do payroll anymore","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T13:08:00-04:00","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":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"yes because she will have to pay and it is not required by her job","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not in payroll anymore","hardtoparticipateevents":"No","engagingstrategiesspecify":"Having a discussion group where members could put questions and other members will share their knowledge","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","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2020-03-02","temp_do_id_for_auto_old_do_id":"L25C06341","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2023-01-25","pcl_status":"P","pcl_completion_date":"2020-07-05","pf1_status":"P","pf1_completion_date":"2022-01-02","pf2_status":"P","pf2_completion_date":"2022-11-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"jpurvis@severn.ca","pcl_completion_date_5":"2025-07-05","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8364","email":"adeola.aliu@outlook.com","first_name":"Adeola","last_name":"Aliu","phone":"3066495918","orgname":"Federated Co-Operatives Limited","customer_acct_name":"Federated Co-Operatives Limited","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07487","province":"SK","full_name":"Adeola Aliu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"282885","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501749","time_zone":"3","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2021-10-31","new_member_date_2":"2019-11-20","temp_do_id_for_auto_old_do_id":"L25C07487","phone_2":"6399981114","last_act_type":"2026-03-25","pcl_status":"P","pcl_completion_date":"2020-02-18","pf1_status":"P","pf1_completion_date":"2020-05-17","pf2_status":"P","pf2_completion_date":"2020-08-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-06-12","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"adeola.aliu@outlook.com","pcl_completion_date_5":"2025-02-18","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"seriesid":"163"}
{"contact":{"id":"9935","email":"charronkr@gmail.com","first_name":"Krista","last_name":"Wilkes","phone":"9057151149","orgname":"Western Financial Group Inc.","customer_acct_name":"Western Financial Group Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Krista Wilkes","language":"English","origin":"Lapsed Spring 2024","individual_id":"319243","region":"CDN","lead_status":"Not Relevant","last_engaged_date":"2024-11-22","old_do_id":"LB2504725","members_type":"CORP","province":"BC","area_code":"905","time_zone":"2","phone_2":"9057151149","pipeline_1_lapsed_members":"","intcode":"99","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","canceldate":"2024-01-05","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T11:06:00-04:00","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2504725","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"","old_int_code":"6","last_infoline_date_type":"2026-01-15","last_act_type":"2026-01-15","new_member_date_2":"2022-11-25","paid_thru":"2026-12-31","organization_id":"81587","company_paid_thru":"2026-12-31","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","npi_email_temp":"charronkr@gmail.com","cert_status":"PENDING","pf2_completion_date":"2026-04-15","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","cpa_certification":"PCP","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"17670","email":"d.armes@xatsull.com","first_name":"Dawn","last_name":"Armes","phone":"2509892323","orgname":"Soda Creek Indian Band","customer_acct_name":"Soda Creek Indian Band","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Dawn Armes","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-03-14","domain_1":"xatsull.com","do_id":"L25O02109","individual_id":"251239","members_type":"CORP","time_zone":"5","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502007","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 27 2025 vm\r\nLN Sept 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T12:33:00-04:00","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02109","temp_intcode_for_auto_old_int_code":"6","organization_id":"251238","last_act_type":"2025-05-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"d.armes@xatsull.com","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"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, TMAI","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":"06","blocnote":"Aug 13 2025\n2026 May 08 call reached voicemail - no human interaction\n2026 May 08 call reached voicemail.\n2026 May 11 voicemail reached, no human answer\n2026 May 11 call went to voicemail, no contact reached\n2026 May 13 call reached voicemail, no conversation\n2026 May 13 call reached voicemail, no contact made.\n2026 May 15 call reached voicemail\n2026 May 15 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:42-04:00","temp_do_id_for_auto_old_do_id":"L25A02547","temp_intcode_for_auto_old_int_code":"06","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":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Advance","old_int_code":"01","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","latest_paid_thru":"2020-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:43-04:00","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 almost immediately with no conversation.","aitm_callsummarytitle":"Voicemail reached, no conversation","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c0cf4cc222efc1543a5ebbaadb7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c0cf4cc222efc1543a5ebbaadb7","onesentencenotrenewed":"No conversation occurred as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine other benefits.","astotherreasonsnottorenew":"No interaction to determine reason."}},"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":{"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":"2024-01-10","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","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"8544","email":"jzazula@korecompression.com","first_name":"Jodi","last_name":"Zazula","phone":"7805381447","orgname":"Kore Compression and Machine","customer_acct_name":"Kore Compression and Machine","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02330","province":"AB","full_name":"Jodi Zazula","language":"English","origin":"2023 lapsed Members","domain_1":"korecompression.com","lapsed_expiration_date":"2022-09-02","individual_id":"244468","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500054","time_zone":"4","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","new_member_date_2":"2016-07-06","no_email_solicitation":"FALSE","intcode":"06","blocnote":"May 13 2025 vm\r\nJuly 15 2025 not in today  back tomorrow\r\nJuly 16 2025 vm\r\nLN Sept 25 2025 vm\n2026 May 08 call reached voicemail for Jody Zazula\n2026 May 08 call reached voicemail\n2026 May 11 voicemail reached for Jody Zazula\n2026 May 11 call reached voicemail\n2026 May 13 reached voicemail for Jody Zazula\n2026 May 13 voicemail reached, no human answer\n2026 May 15 voicemail reached for Jody Suzula\n2026 May 15 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:42-04:00","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25A02330","temp_intcode_for_auto_old_int_code":"06","phone_2":"5873432112","last_infoline_date_type":"2020-12-24","last_act_type":"2021-05-07","pcl_status":"P","pcl_completion_date":"2016-10-30","pf1_status":"P","pf1_completion_date":"2017-04-23","number_of_passed_courses":"2","trc":"True","wera":"False","old_int_code":"07","npi_email_temp":"jzazula@korecompression.com","pcl_completion_date_5":"2021-10-30","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:45-04:00","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 and was disconnected shortly after.","aitm_callsummarytitle":"Voicemail reached, no conversation","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_69e9fb51bfb1ac6a6e07a10b79a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_69e9fb51bfb1ac6a6e07a10b79a","notrenewedwanttorenew":"No"}},"seriesid":"163"}
{"contact":{"id":"29541","email":"thibodeauv@grics.ca","first_name":"Vanessa","last_name":"Thibodeau","phone":"5142513700","orgname":"GRICS","customer_acct_name":"GRICS","tags":"paie.ca visited, Payroll Resources, Payroll Resource Accessed, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1405","full_name":"Vanessa Thibodeau","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"5794880663","lead_status":"Renewed APX","last_engaged_date":"2025-08-18","new_member_date_2":"2018-09-24","pipeline_2_members_only_ast":"Ongoing member to be called","resources_tools_march":"3","payroll_guidelines_march":"1","individual_id":"267673","cpa_certification":"SCP","no_email_solicitation":"False","pds_march":"1","area_code":"514","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"","pds_may":"1","cert_status":"WITHDRAWN_CPE","job_july":"1","pds_july":"1","paid_thru":"2027-02-28","extension_phone_1":"3782","email2":"","blocnote":"ai \r\n10 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T09:31:00-05:00","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST1405","temp_intcode_for_auto_old_int_code":"99","pds_september":"1","last_infoline_date_type":"2025-03-28","last_act_type":"2026-03-18","telemarketing_call_date":"2025-12-10","pcl_status":"P","pcl_completion_date":"2019-02-03","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":"2020-02-13","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:40-05:00","pds_november":"2","old_int_code":"06","npi_email_temp":"thibodeauv@grics.ca","date_of_renewal_identification":"2026-03-21","pcl_completion_date_5":"2024-02-03","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"16419","email":"vzilic@secloud.ca","first_name":"Victoria","last_name":"Zilic","phone":"5142493758","orgname":"S&E Cloud Experts Inc.","customer_acct_name":"S&E Cloud Experts Inc.","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Victoria Zilic","language":"English","origin":"2022 WINTER Lapsed Members","domain_1":"secloud.ca","attended_webinar":"Yes","do_id":"L25O02267","individual_id":"292780","members_type":"CORP","time_zone":"2","area_code":"514","never_call":"REFUSED","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501804","province":"QC","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 26 2025 vm\r\nAug 11 2025 number temporarily out of service vm msg\r\nLN Oct 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T13:34:00-04:00","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25O02267","temp_intcode_for_auto_old_int_code":"6","organization_id":"292782.0","last_infoline_date_type":"2022-09-21","last_act_type":"2022-09-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vzilic@secloud.ca","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31"}},"seriesid":"163"}
{"contact":{"id":"10389","email":"jessica.lj.jennings@gmail.com","first_name":"Jessica","last_name":"Jennings","phone":"2899626929","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":"LB2503221","full_name":"Jessica Jennings","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"311777","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000361","members_type":"CAND","province":"ON","area_code":"289","time_zone":"2","phone_2":"2899626929","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"14 March 2025 VM\r\n27 March 2025 VM\r\n07 April 2025 She was at work couldn't start the survey - call again\r\n14 April 2025 VM\r\n23 April 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T11:48:00-04:00","onesentencenotrenewed":"she is not in payroll - she took the courses but never continued","canceldate":"2023-06-02","intcode":"21","paid_thru":"2023-03-31","new_member_date_2":"2022-04-28","temp_do_id_for_auto_old_do_id":"LB2503221","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-03-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jessica.lj.jennings@gmail.com","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"5324","email":"mm.doiron@hotmail.com","first_name":"Marie-Myl\u00e8ne","last_name":"Doiron","phone":"5065456719","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":"L25C07647","full_name":"Marie-Myl\u00e8ne Doiron","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2002-11-22","individual_id":"304528","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2504097","members_type":"CAND","province":"NB","area_code":"506","time_zone":"1","phone_2":"5065456719","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"23 avril 2025 rejoignable seulement apr\u00e8s 3 hrs","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T14:48:00-04:00","paid_thru":"2022-08-31","new_member_date_2":"2021-09-01","temp_do_id_for_auto_old_do_id":"L25C07647","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-01-09","pcl_status":"P","pcl_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"mm.doiron@hotmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"10457","email":"shawnagordon86@hotmail.com","first_name":"Shawna","last_name":"Gordon","phone":"6478938610","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":"L25C07656","full_name":"Shawna Gordon","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"302960","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503420","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6478938610","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","intcode":"06","blocnote":"17 March 2025 VM\r\n27 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":"2022-06-30","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T10:48:00-05:00","new_member_date_2":"2021-07-14","temp_do_id_for_auto_old_do_id":"L25C07656","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-07-14","pcl_status":"F","pcl_completion_date":"2021-11-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shawnagordon86@hotmail.com","pcl_completion_date_5":"2026-11-08","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"seriesid":"163"}
{"contact":{"id":"16720","email":"marymac3860@hotmail.com","first_name":"Mary","last_name":"Mac Millan","phone":"9024296209","orgname":"Nova Scotia Pension Services Corp.","customer_acct_name":"Nova Scotia Pension Services Corp.","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Mary Mac Millan","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-05-04","do_id":"L25O02073","individual_id":"207173","members_type":"CORP","time_zone":"1","area_code":"902","never_call":"REFUSED","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501920","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":"L25O02073","temp_intcode_for_auto_old_int_code":"6","cert_status":"WITHDRAWN","organization_id":"252586","cpa_certification":"PCP","phone_2":"9022096089","last_act_type":"2020-01-10","pcl_status":"P","pcl_completion_date":"2012-12-05","pf1_status":"P","pf1_completion_date":"2012-12-05","pf2_status":"P","pf2_completion_date":"2013-02-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-06-28","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"marymac3860@hotmail.com","pcl_completion_date_5":"2017-12-05","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","company_paid_thru":"2020-04-30","corp_cancel_date":"2020-07-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5373","email":"mariekatherine.baril@outlook.com","first_name":"Marie","last_name":"Baril","phone":"4503738404","orgname":"Forage M\u00e9tropolitain Inc.","customer_acct_name":"Forage M\u00e9tropolitain Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02346","province":"QC","extension_phone_1":"200","full_name":"Marie Katherine Baril","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-07-05","individual_id":"300537","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501509","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","new_member_date_2":"2021-04-27","no_email_solicitation":"FALSE","intcode":"03","blocnote":"17 juin 2025 n'est plus en poste\n2026 May 08 call ended after digit press, no contact reached","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:52-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25A02346","temp_intcode_for_auto_old_int_code":"03","phone_2":"4502881555","last_act_type":"2021-04-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mariekatherine.baril@outlook.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:52-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was initiated but no conversation took place as the call ended shortly after pressing a digit. No interaction with a human occurred and no information was exchanged.","aitm_callsummarytitle":"No contact reached, call ended early","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","old_int_code":"16","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_404c7165cfbd5c85ef635965b43","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_404c7165cfbd5c85ef635965b43","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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","latest_paid_thru":"2026-04-30"}},"seriesid":"163"}
{"contact":{"id":"29136","email":"tvlegault@yahoo.com","first_name":"Tammy","last_name":"Legault","phone":"5197485505","orgname":"G&B Cable Contracting Inc.","customer_acct_name":"G&B Cable Contracting Inc.","tags":"250205 AST Members, fixTelemarketingMay","ip4":"127.0.0.1","fields":{"full_name":"Tammy Legault, PCP","members_type":"PRO","city_1":"Kitchener","province":"ON","language":"English","phone_2":"5198978152","new_member_date_2":"2019-01-03","pipeline_2_members_only_ast":"","individual_id":"270791","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"519","time_zone":"2","intcode":"0","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-16T11:55:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-16T11:57:00-04:00","blocnote":"may 16 2025 completed and she is working in her certification now","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"Yes","pipeline_1_lapsed_members":"","old_int_code":"1","regular_email_change_date":"2025-07-31T10:47:21-04:00","placeholder_email_change_date":"2025-07-31T10:48:32-04:00","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02315","lead_status":"Not Relevant","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2507568","temp_intcode_for_auto_old_int_code":"0","cert_status":"ACTIVE","last_infoline_date_type":"2021-07-07","last_act_type":"2025-12-12","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2019-04-29","pf1_status":"P","pf1_completion_date":"2019-07-14","pf2_status":"P","pf2_completion_date":"2020-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-10-24","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"tvlegault@yahoo.com","pcl_completion_date_5":"2024-04-29","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"seriesid":"163"}
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{"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","latest_paid_thru":"2022-06-30","company_paid_thru":"2022-06-30","corp_cancel_date":"2022-09-02","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"10456","email":"lu_xiaohua@hotmail.com","first_name":"Xiao","last_name":"Lu","phone":"7788982058","orgname":"Harbourfront Wealth Management","customer_acct_name":"Harbourfront Wealth Management","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06663","province":"BC","full_name":"Xiao Hua (Catherine) Lu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"288010","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500389","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","paid_thru":"2023-03-31","new_member_date_2":"2020-04-28","temp_do_id_for_auto_old_do_id":"L25C06663","phone_2":"7788982058","last_act_type":"2022-02-02","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","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"lu_xiaohua@hotmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
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{"contact":{"id":"16261","email":"jmorinello@falls.com","first_name":"Joe","last_name":"Morinello","phone":"9053572200","orgname":"Beefeater (Niagara) Limited","customer_acct_name":"Beefeater (Niagara) Limited","tags":"Fixed deal, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Joe Morinello","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2015-12-17","domain_1":"falls.com","do_id":"L25O01923","individual_id":"239689","time_zone":"2","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502165","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25O01923","organization_id":"239687","extension_phone_1":"6601","members_type":"CORP","last_act_type":"2021-01-21","intcode":"06","blocnote":"LN Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:50:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jmorinello@falls.com","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","company_paid_thru":"2020-11-30","corp_cancel_date":"2021-02-02","company_status":"I"}},"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":"2021-07-09","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","latest_paid_thru":"2022-08-31"}},"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, TMAI","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":"02","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T16:49:04-04:00","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\n2026-05-12 invalid phone destination, phone: +16045200800\n2026 May 12 - Reached Janice; expressed interest to become a member again. Withdrawal date on record 2023-01-05","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":"02","phone_2":"6044660666","last_infoline_date_type":"2020-06-02","last_act_type":"2023-05-04","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","latest_paid_thru":"2022-10-31","thewithdrawaldate":"2023-01-05","aitm_status_called":"2026-05-12T17:06:45-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Positive","old_int_code":"08","retell_call_status":"ended","session_id":"call_abd8673d28a3d67b72e04e32212","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_abd8673d28a3d67b72e04e32212","npi_transcriptsummary":"Agent reached Janice, confirmed identity, informed her membership lapsed and began renewal conversation; Janice expressed interest in becoming a member again before call disconnected.","aitm_callsummarytitle":"Reached Janice \u2014 interested in rejoining","notrenewedwanttorenew":"Yes","thewithdrawaldate_3_years":"2026-01-05","ivrdetector":"No","callsequence":"Forgot\/not aware and then 3 questions","human_or_not":"Yes","last_engaged_date":"2026-05-14","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8232","email":"c.mahovlich@canadianstone.com","first_name":"Claudia","last_name":"Mahovlich","phone":"6043308842","orgname":"Canadian Stone","customer_acct_name":"Canadian Stone","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07530","province":"BC","full_name":"Claudia Mahovlich","language":"English","origin":"2023 lapsed Members","domain_1":"canadianstone.com","lapsed_expiration_date":"2021-12-02","individual_id":"293599","area_code":"800","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500299","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":"2020-10-16","temp_do_id_for_auto_old_do_id":"L25C07530","phone_2":"6043811311","last_infoline_date_type":"2021-04-23","last_act_type":"2021-04-23","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-09-26","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"c.mahovlich@canadianstone.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"10004","email":"chihong7777@yahoo.ca","first_name":"Chi","last_name":"Hong","phone":"4035377036","orgname":"Calgary Parking Authority","customer_acct_name":"Calgary Parking Authority","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":"L25A02222","full_name":"Chi Hong","language":"English","origin":"Lapsed Spring 2024","individual_id":"59936","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502465","time_zone":"4","province":"AB","members_type":"AST","phone_2":"4032482374","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2003-08-11","cpa_certification":"PCP","new_member_date_2":"2002-06-15","no_email_solicitation":"False","pds_march":"8","cert_status":"WITHDRAWN","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 1 2025 vm\r\nJuly 10 2025 vm\r\nLN Sept 16 2025 vm\n2026 May 08 voicemail reached, no contact made\n2026 May 08 voicemail reached, no contact conversation\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 contact requested callback at 1 PM\n2026 May 11 call reached voicemail, no contact available\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made","organization_id":"7546","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T16:06:44-04:00","pds_july":"8","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A02222","temp_intcode_for_auto_old_int_code":"06","pds_august":"8","pds_september":"8","last_act_type":"2024-01-31","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"chihong7777@yahoo.ca","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-13T16:26:41-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was not answered by the intended contact and went to voicemail. The agent was unable to speak with the user as they were not available.","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","session_id":"call_6d46a5bca60c329fa22e6877187","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6d46a5bca60c329fa22e6877187","npi_call_back_date_and_time":"2026-05-11T13:00:00-04:00","npi_call_back_time_hour":"13","npi_call_back_time_minute":"00","mini_nps":"3","old_int_code":"10","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29540","email":"kspecore@gmail.com","first_name":"Kimberly","last_name":"Pecore","phone":"6139332991","orgname":"Great Lakes Pilotage Authority","customer_acct_name":"Great Lakes Pilotage Authority","tags":"250205 AST Members, npiAlert1, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1109","full_name":"Kimberly Pecore","members_type":"AST","city_1":"Cornwall","province":"ON","language":"English","phone_2":"6139333571","lead_status":"Renewed APX","new_member_date_2":"2011-12-06","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"89788","canceldate":"2007-07-03","cpa_certification":"CPM","no_email_solicitation":"False","pds_march":"8","area_code":"613","time_zone":"2","intcode":"06","blocnote":"May 5 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T12:00:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"8","cert_status":"WITHDRAWN_CPE","pds_july":"8","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"8","extension_phone_1":"208","temp_do_id_for_auto_old_do_id":"AST1109","temp_intcode_for_auto_old_int_code":"06","pds_september":"8","last_infoline_date_type":"2024-10-20","last_act_type":"2025-11-18","last_engaged_date":"2025-10-31","telemarketing_call_date":"2026-05-05","number_of_passed_courses":"0","sendaigeneral":"2025-10-31T11:27:00-04:00","sendoctoberemail":"2025-10-31T11:27:29-04:00","sendaidate":"2025-12-01T10:13:55-05:00","email2":"","full_name_2":" ","sendmayemail":"2025-10-31T11:31:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"99","pds_october":"8","date_of_renewal_identification":"2025-11-20","trc":"False","wera":"False","sendpreexpirationemail":"2025-11-25T10:21:00-05:00","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":"","pds_november":"8","npi_email_temp":"kspecore@gmail.com","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"5102","email":"hjmayappo@hotmail.com","first_name":"Hugo","last_name":"Mayappo","phone":"8199770283","orgname":"Eastmain Grocery Store","customer_acct_name":"Eastmain Grocery Store","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02605","province":"QC","full_name":"Hugo Mayappo","language":"English","origin":"Lapsed members","explicit_consent_date":"2020-06-01","attended_webinar":"No","lapsed_expiration_date":"2020-06-01","individual_id":"49831","members_type":"AST","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501375","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","new_member_date_2":"2001-09-15","no_email_solicitation":"False","pds_march":"8","intcode":"16","blocnote":"5 juin 2025 uniquement par courriel car on ne peu \u00eatre rejoins par t\u00e9l\u00e9phone\n2026-05-08 invalid phone destination, phone: +18199770283\n2026-05-08 invalid phone destination, phone: +18199772485","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:33-04:00","pds_july":"8","paid_thru":"2020-01-31","temp_do_id_for_auto_old_do_id":"L25A02605","temp_intcode_for_auto_old_int_code":"16","pds_august":"8","phone_2":"8199772485","pds_september":"8","last_act_type":"2019-04-02","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"hjmayappo@hotmail.com","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:52-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_42e4b15fa78280f0d287bbba668","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_42e4b15fa78280f0d287bbba668"}},"seriesid":"163"}
{"contact":{"id":"17829","email":"michelle@millenfarms.com","first_name":"Michelle","last_name":"Sibley","phone":"9026623848","orgname":"Millen Farms Limited","customer_acct_name":"Millen Farms Limited","tags":"Fixed deal, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"NS","extension_phone_1":"102","full_name":"Michelle Sibley","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-03-27","domain_1":"millenfarms.com","lapsed_expiration_date":"2023-05-02","do_id":"L25O00380","individual_id":"262050","time_zone":"1","area_code":"902","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00414","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"28 May 2025 VM\r\n11 Sep 2025 VM\r\nLN \/ 12 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T08:39:00-05:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00380","temp_intcode_for_auto_old_int_code":"6","organization_id":"262049","last_infoline_date_type":"2023-06-01","last_act_type":"2023-04-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"michelle@millenfarms.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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, TMAI","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\n2026 May 08 call went to voicemail, no contact reached\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","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","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:46-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_4d21bc535113024b941f07eeb9d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4d21bc535113024b941f07eeb9d","mini_nps":"3"}},"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":"2022-08-11","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","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6471","email":"gini.davis@gmail.com","first_name":"Gini","last_name":"Davis","phone":"6042195888","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02438","full_name":"Gini Davis","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"01-mai-86","individual_id":"14811","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502985","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-06-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"1986-05-01","no_email_solicitation":"FALSE","pds_march":"18","cert_status":"WITHDRAWN_CPE","province":"BC","time_zone":"5","pds_july":"18","paid_thru":"2021-03-31","intcode":"15","blocnote":"Aug 13 2025 Survey completed\n2026 May 08 call reached Gini, introduction made, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:43-04:00","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 a volunteer with Can Payroll Association before it became NPI.","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The membership cost.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"My position became redundant.","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","temp_do_id_for_auto_old_do_id":"L25A02438","temp_intcode_for_auto_old_int_code":"15","pds_august":"18","phone_2":"6042195888","pds_september":"18","last_conf_date_type":"2019-06-12","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"18","trc":"False","wera":"False","pds_november":"18","npi_email_temp":"gini.davis@gmail.com","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent successfully reached Gini and introduced herself, explaining the purpose of the call regarding the lapsed Associate membership. The call was brief and ended shortly after the introduction without further conversation or survey questions.","aitm_callsummarytitle":"Introduction and Membership Lapse Notification","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0577b429a64d1f40c5763cb86d4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0577b429a64d1f40c5763cb86d4","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"5301","email":"jonathanlabelle138@gmail.com","first_name":"Jonathan","last_name":"Labelle","phone":"4509638300","orgname":"Construction Voyer Inc.","customer_acct_name":"Construction Voyer Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07581","province":"QC","full_name":"Jonathan Labelle","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2021-08-04","individual_id":"289543","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501387","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-08-04","members_type":"CAND","paid_thru":"2021-05-31","new_member_date_2":"2020-06-12","temp_do_id_for_auto_old_do_id":"L25C07581","phone_2":"5146059045","last_act_type":"2020-10-20","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":"2025-11-24T10:56:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jonathanlabelle138@gmail.com","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31"}},"seriesid":"163"}
{"contact":{"id":"5414","email":"eleongonobea@gmail.com","first_name":"Eleonore","last_name":"Melingui","phone":"5142102806","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07247","province":"QC","full_name":"Eleonore Beatrice Ngono Melingui","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-06-02","individual_id":"287965","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501530","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","paid_thru":"2022-03-31","new_member_date_2":"2020-04-27","temp_do_id_for_auto_old_do_id":"L25C07247","phone_2":"5142102806","last_act_type":"2021-01-02","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","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"eleongonobea@gmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"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":"2018-12-01","last_act_type":"2025-02-06","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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29130","email":"blegault@solidxperience.com","first_name":"Brigitte","last_name":"Legault","phone":"5143439111","orgname":"SolidXperience","customer_acct_name":"SolidXperience","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02997","full_name":"Brigitte Legault","members_type":"AST","city_1":"St-Laurent","province":"QC","language":"French","lead_status":"Lapsed Member","new_member_date_2":"2024-02-14","pipeline_2_members_only_ast":"","individual_id":"334360","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25A02997","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2025-02-25","last_act_type":"2025-02-25","blocnote":"AI. 15 oct 2025 bv\r\n22 oct 2025 bv30 oct \r\n30 oct 2025 bv\n2026 May 08 call disconnected after inaudible speech, no clear contact reached","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:52-04:00","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:30-05:00","npi_email_temp":"blegault@solidxperience.com","canceldate":"2026-04-02","old_do_id":"AST0820","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:52-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach the contact named Brigitte but received only inaudible responses and no clear communication was established before the user hung up.","aitm_callsummarytitle":"Call disconnected after inaudible speech","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f2c88717e2b9c5cb66eeb653cc0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f2c88717e2b9c5cb66eeb653cc0","number_of_calls_reached":"1"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"239446","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"16","blocnote":"May 5 2026 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T12:53:00-04:00","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":"16","last_act_type":"2025-10-15","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2026-05-05","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","latest_paid_thru":"2026-10-31"}},"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","latest_paid_thru":"2021-09-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"259407","no_email_solicitation":"False","time_zone":"4","blocnote":"May 1 2026 not interested","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:20:00-04:00","intcode":"11","old_int_code":"99","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":"11","last_act_type":"2026-02-01","telemarketing_call_date":"2026-05-01","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","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"9872","email":"nicole.whitelaw93@gmail.com","first_name":"Nicole","last_name":"Whitelaw","phone":"9058656349","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone cannot be recovered","ip4":"0.0.0.0","fields":{"full_name":"Nicole Whitelaw, PCP","language":"English","origin":"Lapsed Spring 2024","individual_id":"279828","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2506638","members_type":"PRO","province":"ON","area_code":"905","time_zone":"2","phone_2":"9058656349","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T13:25:00-04:00","notrenewedother":"Phone cannot be recovered","date_of_renewal_identification":"2026-01-30","new_member_date_2":"2022-12-20","paid_thru":"2026-11-30","temp_do_id_for_auto_old_do_id":"L25P02743","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","old_int_code":"16","last_act_type":"2026-01-28","pcl_status":"P","pcl_completion_date":"2019-12-23","pf1_status":"P","pf1_completion_date":"2023-04-16","pf2_status":"P","pf2_completion_date":"2024-08-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-10-25","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","pipeline_2_members_only_ast":"","npi_email_temp":"nicole.whitelaw93@gmail.com","pcl_completion_date_5":"2024-12-23","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"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","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"29549","email":"dthiboutot@autobusauger.com","first_name":"Diane","last_name":"Thibout\u00f4t","phone":"4185080081","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":"AST1407","full_name":"Diane Thibout\u00f4t","members_type":"AST","city_1":"L\u00e9vis","province":"QC","language":"French","phone_2":"4185080081","lead_status":"Renewed APX","new_member_date_2":"2017-10-17","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"140032","cpa_certification":"SCP","no_email_solicitation":"False","pds_march":"5","area_code":"418","time_zone":"2","intcode":"16","pipeline_1_lapsed_members":"","pds_may":"5","cert_status":"WITHDRAWN","last_engaged_date":"2026-04-09","sendjulyemail":"2025-07-22T14:31:00-04:00","blocnote":"","sendmayemail":"2025-07-22T14:31:00-04:00","email2":"","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T10:35:00-04:00","full_name_2":" ","pds_july":"5","paid_thru":"2026-09-30","old_int_code":"08","pds_august":"5","temp_do_id_for_auto_old_do_id":"AST1407","temp_intcode_for_auto_old_int_code":"16","date_of_renewal_identification":"2025-09-18","value_help_with_complex":"No","notrenewedother":"Phone cannot be recovered","pds_september":"5","last_infoline_date_type":"2026-07-01","last_act_type":"2026-07-01","telemarketing_call_date":"2025-09-23","pcl_status":"P","pcl_completion_date":"2010-02-05","pf1_status":"P","pf1_completion_date":"2010-06-16","pf2_status":"P","pf2_completion_date":"2010-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-07-07","number_of_passed_courses":"4","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":"dthiboutot@autobusauger.com","pcl_completion_date_5":"2015-02-05","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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":"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","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"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":"2024-01-04","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","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"9970","email":"cheryl_kowaluk@outlook.com","first_name":"Cheryl","last_name":"Kowaluk","phone":"7802633229","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":"Cheryl Kowaluk","language":"English","origin":"Lapsed Spring 2024","individual_id":"320482","region":"CDN","lead_status":"Refused","old_do_id":"L25C06431","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7802633229","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:51:00-05:00","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":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am now in HR. I do not actually do the payroll. I am working toward an HR designation.","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":"2023-01-12","temp_do_id_for_auto_old_do_id":"L25C06431","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-11-01","pcl_status":"P","pcl_completion_date":"2023-04-30","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":"cheryl_kowaluk@outlook.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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":"2020-04-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mbertrand@napoli-bertrand.com","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","company_paid_thru":"2021-10-31","corp_cancel_date":"2022-01-07","company_status":"I"}},"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","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"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","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10415","email":"lulu7513@hotmail.com","first_name":"Lee","last_name":"Harris","phone":"6137826823","orgname":"Nutrition International","customer_acct_name":"Nutrition International","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500678","province":"ON","full_name":"Lee Ann Harris","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304808","area_code":"613","region":"CDN","lead_status":"Refused","old_do_id":"8","time_zone":"2","members_type":"CAND","phone_2":"6136148742","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"17 March 2025 busy number  27 March 2025 VM  07 April 2025 VM  11 April 2025 VM  22 April 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-04-22T11:41:00-04:00","canceldate":"2022-11-02","intcode":"21","paid_thru":"2022-08-31","new_member_date_2":"2021-09-08","temp_do_id_for_auto_old_do_id":"LB2500678","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-07-09","pcl_status":"P","pcl_completion_date":"2022-02-16","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"lulu7513@hotmail.com","pcl_completion_date_5":"2027-02-16","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
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{"contact":{"id":"11003","email":"shahanajhuda@hotmail.com","first_name":"Shahanaj","last_name":"Huda","phone":"5875004336","orgname":"MBH Accounting & Tax Services Inc.","customer_acct_name":"MBH Accounting & Tax 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":{"full_name":"Shahanaj Huda","language":"English","origin":"Lapsed Spring 2024","individual_id":"318766","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"L25C06504","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"4032615857","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-01-05","intcode":"06","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:50:00-05:00","paid_thru":"2023-10-31","new_member_date_2":"2022-11-17","temp_do_id_for_auto_old_do_id":"LB2507153","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-10-10","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"F","pf1_completion_date":"2023-10-24","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","do_id":"LB2507153","npi_email_temp":"shahanajhuda@hotmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"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":"2022-01-06","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","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"29027","email":"paula.costabile@hansencx.com","first_name":"Paula","last_name":"Costabile","phone":"5709565189","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, 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":"AST0303","full_name":"Paula Costabile","members_type":"AST","city_1":"Mountain Top","province":"PA","language":"English","phone_2":"5709565189","lead_status":"Renewed APX","new_member_date_2":"2024-09-05","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"341747","no_email_solicitation":"False","area_code":"570","time_zone":"2","intcode":"11","blocnote":"DEc 5 2025 hang up","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T13:01:00-05:00","pipeline_1_lapsed_members":"","paid_thru":"2026-08-31","sendpreexpirationemail":"2025-08-11T18:17:00-04:00","sendapplicationform":"2025-08-11T18:17:00-04:00","regular_email_change_date":"2025-08-11T13:17:57-04:00","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":"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":"AST0303","temp_intcode_for_auto_old_int_code":"11","last_engaged_date":"2025-10-01","last_act_type":"2025-08-29","telemarketing_call_date":"2025-12-05","number_of_passed_courses":"0","old_int_code":"99","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:23-05:00","npi_email_temp":"paula.costabile@hansencx.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"17237","email":"nilushinid@hotmail.com","first_name":"Nilushini","last_name":"Lowe","phone":"6473852661","orgname":"","customer_acct_name":"","tags":"Fixed deal, 250305 Gil Lapsed Update before sending TM, NPIdealed, Members from extract, moveToDeleted, WR250509","ip4":"0.0.0.0","fields":{"full_name":"Nilushini Lowe, PCP","language":"English","origin":"Lapsed members","region":"CDN","lead_status":"Refused","old_do_id":"LB2506648","members_type":"AST","province":"ON","area_code":"647","time_zone":"2","phone_2":"6473852661","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"18 March 2025 VM\r\n01 April 2025 VM\r\n08 April 2025 VM\r\n14 April 2025 VM\r\n23 April 2025 Already a member - NPI #: 113765 - she sent an e-mail to get her certificate but she never heard back from NPI - someone should call her urgently","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T10:29:00-04:00","intcode":"21","individual_id":"113765","city_1":"Scarborough","found":"AC int code 13","date_of_renewal_identification":"","old_int_code":"99","cert_status":"WITHDRAWN","cpa_certification":"PCP","paid_thru":"2027-04-30","new_member_date_2":"2023-12-21","temp_do_id_for_auto_old_do_id":"LB2506648","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-08-19","last_act_type":"2026-05-15","pcl_status":"P","pcl_completion_date":"2007-04-23","pf1_status":"P","pf1_completion_date":"2007-08-21","pf2_status":"P","pf2_completion_date":"2008-09-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-12-08","number_of_passed_courses":"4","trc":"False","wera":"False","pipeline_2_members_only_ast":"","onesentencenotrenewed":"PRO reached 3 years limit for renewal","npi_email_temp":"nilushinid@hotmail.com","pcl_completion_date_5":"2012-04-23","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"9976","email":"jandy_huang@hotmail.com","first_name":"Erjia","last_name":"Huang","phone":"4037702861","orgname":"AHS","customer_acct_name":"AHS","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07523","province":"AB","full_name":"Erjia Huang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293606","area_code":"877","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500017","time_zone":"4","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","cpa_certification":"PCP","cert_status":"PENDING","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-13","temp_do_id_for_auto_old_do_id":"L25C07523","phone_2":"4037702861","last_act_type":"2021-04-28","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2021-07-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-28","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"jandy_huang@hotmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"5080","email":"sophie.schneiderthai@gmail.com","first_name":"Sophie","last_name":"Thai","phone":"4165983355","orgname":"Canadian German Chamber of Industry and commerce","customer_acct_name":"Canadian German Chamber of Industry and commerce","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501360","province":"ON","full_name":"Sophie Schneider Thai","language":"French","origin":"Lapsed Members2022","explicit_consent_date":"2018-03-22","attended_webinar":"No","lapsed_expiration_date":"2018-03-22","individual_id":"210127","members_type":"PRO","time_zone":"2","area_code":"416","region":"QC","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"Q7336","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","cpa_certification":"SCP","cert_status":"WITHDRAWN","intcode":"16","onesentencenotrenewed":"PRO reached 3 years limit for renewal","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T14:42:00-04:00","pds_july":"9","paid_thru":"2020-02-29","new_member_date_2":"2018-03-22","temp_do_id_for_auto_old_do_id":"LB2501360","temp_intcode_for_auto_old_int_code":"16","pds_august":"9","phone_2":"6478343984","pds_september":"9","last_infoline_date_type":"2018-11-20","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2013-05-09","pf1_status":"P","pf1_completion_date":"2013-08-28","pf2_status":"P","pf2_completion_date":"2014-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-04-18","number_of_passed_courses":"4","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"sophie.schneiderthai@gmail.com","pcl_completion_date_5":"2018-05-09","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29"}},"seriesid":"163"}
{"contact":{"id":"10401","email":"yukaduzenli@gmail.com","first_name":"Yuka","last_name":"Duzenli","phone":"6046389300","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":"LB2503489","full_name":"Yuka Duzenli","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"297898","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"CLNPI000910","members_type":"CAND","area_code":"604","time_zone":"5","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"14 March 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-03-14T16:18:00-04:00","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"LB2503489","temp_intcode_for_auto_old_int_code":"16","canceldate":"2023-05-02","new_member_date_2":"2022-03-25","paid_thru":"2023-02-28","province":"BC","phone_2":"7788858706","last_infoline_date_type":"2025-02-20","last_act_type":"2025-02-20","pcl_status":"P","pcl_completion_date":"2022-08-04","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"yukaduzenli@gmail.com","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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, TMAI","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":"06","blocnote":"Sept 5 2025 completed ( not willing to renew)\n2026 May 08 call reached voicemail, no further conversation\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail - brief answer by Jenny Faith Matthew\n2026 May 13 call reached voicemail, no contact made.\n2026 May 15 call reached voicemail, no conversation.\n2026 May 15 call reached Jennifer Ignacio but was very brief, likely voicemail or short answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","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":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Strong","temp_do_id_for_auto_old_do_id":"L25A02413","temp_intcode_for_auto_old_int_code":"06","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","latest_paid_thru":"2021-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:31-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was answered by Jennifer Ignacio, but it was very brief and disconnected quickly, likely reaching voicemail or a short interaction without completing the intended conversation.","aitm_callsummarytitle":"Brief call reached voicemail or short answer","npi_voicemaildetection":"Yes","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cfbd4c7e370e20e2cb79bbb4066","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cfbd4c7e370e20e2cb79bbb4066","onesentencenotrenewed":"No renewal intent expressed due to call disconnection.","initialvalue":"Other","othermemberbenefit":"No conversation to determine.","astotherreasonsnottorenew":"No conversation to determine reason."}},"seriesid":"163"}
{"contact":{"id":"5269","email":"emgallant12@gmail.com","first_name":"Emelie","last_name":"Gallant","phone":"5062522670","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07441","full_name":"Emelie L Gallant","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"296178","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2504086","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":"2020-12-24","temp_do_id_for_auto_old_do_id":"L25C07441","phone_2":"5062522670","last_act_type":"2020-12-23","pcl_status":"P","pcl_completion_date":"2021-04-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"emgallant12@gmail.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"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","latest_paid_thru":"2022-06-30","company_paid_thru":"2022-06-30","corp_cancel_date":"2022-09-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5350","email":"yahyahammoucha123@gmail.com","first_name":"Yahya","last_name":"Hammoucha","phone":"5067030081","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07684","full_name":"Yahya Hammoucha","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"296733","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2504103","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":"2021-01-28","temp_do_id_for_auto_old_do_id":"L25C07684","phone_2":"5067030081","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.21 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T09:47:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"yahyahammoucha123@gmail.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"10352","email":"khristypapango@gmail.com","first_name":"CHRISTY","last_name":"PAPANGO","phone":"3068305930","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":"CHRISTY PAPANGO","language":"English","origin":"Lapsed Spring 2024","individual_id":"318949","region":"CDN","lead_status":"Refused","old_do_id":"L25C06528","members_type":"CAND","province":"AB","area_code":"306","time_zone":"3","phone_2":"3068305930","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-01-05","intcode":"06","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 18 2025 vm","paid_thru":"2023-10-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:18:00-05:00","new_member_date_2":"2022-11-19","temp_do_id_for_auto_old_do_id":"LB2505880","temp_intcode_for_auto_old_int_code":"06","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":"2023-07-26","number_of_passed_courses":"3","onesentencenotrenewed":"","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","do_id":"LB2505880","npi_email_temp":"khristypapango@gmail.com","pcl_completion_date_5":"2028-02-26","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"17375","email":"cindybouvier@me.com","first_name":"Cindy","last_name":"Bouvier","phone":"8448013111","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"Fixed deal, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiPartnerAccount, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Cindy Bouvier, PCP","language":"English","origin":"2023 lapsed Members","attended_webinar":"Yes","lapsed_expiration_date":"2021-02-03","individual_id":"139534","region":"CDN","lead_status":"Partner","old_do_id":"LB2504779","members_type":"CORP","province":"AB","area_code":"780","time_zone":"4","phone_2":"7809911369","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"Mar 18 2025 vm\r\nMar 27 2025 vm\r\nApril  7 2025 No Cindy Bouvier there left in 2022 advised to speak to Elaine the payroll manager.vm\r\nApril 15 2025 Elaine is in BC call direct line 604 575 3689 not in as yet.\r\nApril 24 2025 Elaine Hunt ext 203476 call back\r\nMay 6 2025 Elaine is on vacation for at least 2 weeks\r\nAug 5 2025 vm","cert_status":"ACTIVE","canceldate":"2021-02-03","dhmsfin_telemarketing_last_contacted_date":"2025-08-05T15:48:00-04:00","pipeline_2_members_only_ast":"","new_member_date_2":"2013-09-10","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2504779","temp_intcode_for_auto_old_int_code":"99","organization_id":"8176","cpa_certification":"PCP","pds_august":"1","old_int_code":"6","pds_september":"1","last_conf_date_type":"2021-06-09","last_act_type":"2026-12-01","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2009-05-11","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":"2009-02-17","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"","npi_email_temp":"cindybouvier@me.com","pcl_completion_date_5":"2014-05-11","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"10509","email":"jimenezlepeux@gmail.com","first_name":"Joel","last_name":"Jimenez","phone":"3069309178","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07263","full_name":"Joel Jimenez","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"298744","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503225","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":"L25C07263","phone_2":"3069309178","last_act_type":"2021-08-03","pcl_status":"F","pcl_completion_date":"2021-06-21","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T12:40:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jimenezlepeux@gmail.com","pcl_completion_date_5":"2026-06-21","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"5467","email":"dlapierre@itftechnologies.com","first_name":"Daniel","last_name":"Lapierre","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":"L25O01821","province":"QC","extension_phone_1":"6070","full_name":"Daniel Lapierre","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":"139127","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501558","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T10:46:00-04:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O01821","temp_intcode_for_auto_old_int_code":"6","organization_id":"139126","pds_august":"5","phone_2":"5144887860","pds_september":"5","last_infoline_date_type":"2017-09-13","last_act_type":"2022-01-25","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"dlapierre@itftechnologies.com","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6660","email":"julie.spagnolo@vaughan.ca","first_name":"Julie","last_name":"Spagnolo","phone":"9058322281","orgname":"Corporation of the City of Vaughan","customer_acct_name":"Corporation of the City of Vaughan","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02491","extension_phone_1":"6819","full_name":"Julie Spagnolo","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2015-04-07","domain_1":"vaughan.ca","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502063","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"233552","canceldate":"2020-11-03","members_type":"AST","new_member_date_2":"2015-04-07","no_email_solicitation":"False","pds_march":"1","intcode":"06","blocnote":"May 12 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 24 2025 Survey completed .She was pursuing a career in payroll but decided to stay in her other position because it would take too long to get to the same pay grade as her current job.\n2026 May 08 reached voicemail, no human contact\n2026 May 08 voicemail reached, no contact made\n2026 May 11 reached voicemail, no message left\n2026 May 11 voicemail reached, no contact with Julie\n2026 May 13 voicemail reached, no live contact made\n2026 May 13 voicemail reached, no contact made\n2026 May 15 voicemail reached, message left\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:47-04:00","pds_july":"1","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25A02491","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","phone_2":"6473259194","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","othermemberbenefit":"To change to a payroll positon.","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedother":"I decided to not to change to a mainly payroll position.","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":"Above 61 years","selfpayrollproficiency":"Basic","pds_september":"1","last_act_type":"2019-11-09","pcl_status":"P","pcl_completion_date":"2015-07-06","pf1_status":"P","pf1_completion_date":"2015-12-21","pf2_status":"P","pf2_completion_date":"2016-05-02","number_of_passed_courses":"3","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"julie.spagnolo@vaughan.ca","pcl_completion_date_5":"2020-07-06","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:23-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent called the contact but reached voicemail and did not speak with a human.","aitm_callsummarytitle":"Voicemail reached, no contact","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_dd763f3e80786ae865fdf2e2115","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_dd763f3e80786ae865fdf2e2115"}},"seriesid":"163"}
{"contact":{"id":"8280","email":"mandym@catalinaservices.ca","first_name":"Amanda","last_name":"Prowse","phone":"2503350125","orgname":"Taylor Shellfish Canada ULC","customer_acct_name":"Taylor Shellfish Canada ULC","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02361","province":"BC","extension_phone_1":"229","full_name":"Amanda Prowse","language":"English","origin":"2023 lapsed Members","domain_1":"catalinaservices.ca","lapsed_expiration_date":"2022-05-03","individual_id":"196755","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500332","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","cpa_certification":"PCP","new_member_date_2":"2012-03-14","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"12 May 2025 VM\r\n04 September 2025 VM\r\nLN \/ 02 October 2025 VM\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 reached voicemail, no contact made\n2026 May 11 call reached voicemail for Mandy McIntyre\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:44-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A02361","temp_intcode_for_auto_old_int_code":"6","phone_2":"2508023850","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-08-07","pf1_status":"P","pf1_completion_date":"2012-11-27","pf2_status":"P","pf2_completion_date":"2013-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-12-11","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"mandym@catalinaservices.ca","pcl_completion_date_5":"2017-08-07","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:30-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Amanda McIntyre, but it ended quickly and went to voicemail without a full conversation.","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","session_id":"call_a94906efa89cd953564fa99a5f1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a94906efa89cd953564fa99a5f1","mini_nps":"3"}},"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":"5297","email":"johannevadnais@gmail.com","first_name":"Johanne","last_name":"Vadnais","phone":"5147432040","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":"L25C06898","full_name":"Johanne Vadnais","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"307071","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2504090","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5147432040","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","intcode":"06","blocnote":"lnc.21 nov 2025 bv\r\n24 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:52:00-05:00","paid_thru":"2022-10-31","new_member_date_2":"2021-12-13","temp_do_id_for_auto_old_do_id":"L25C06898","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-06-12","number_of_passed_courses":"0","trc":"True","wera":"False","onesentencenotrenewed":"","npi_email_temp":"johannevadnais@gmail.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"8202","email":"aasthagarg1985@gmail.com","first_name":"Aastha","last_name":"Garg","phone":"6045246611","orgname":"Raute Canada Ltd","customer_acct_name":"Raute Canada Ltd","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06867","province":"BC","full_name":"Aastha Garg","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"269440","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2500377","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":"2018-11-26","temp_do_id_for_auto_old_do_id":"L25C06867","phone_2":"6047500954","last_act_type":"2021-12-24","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","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":"aasthagarg1985@gmail.com","pcl_completion_date_5":"2024-03-03","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5293","email":"isabellec@ameublementmachabee.com","first_name":"Isabelle","last_name":"Coallier","phone":"4504545424","orgname":"Ameublement Machab\u00e9e","customer_acct_name":"Ameublement Machab\u00e9e","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07476","province":"QC","phone_2":"5148034803","full_name":"Isabelle Coallier","language":"French","origin":"2023 lapsed Members","domain_1":"ameublementmachabee.com","attended_webinar":"No","lapsed_expiration_date":"2022-01-07","individual_id":"268884","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501385","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","members_type":"CAND","pds_july":"1","paid_thru":"2021-10-31","new_member_date_2":"2018-11-02","temp_do_id_for_auto_old_do_id":"L25C07476","pds_august":"1","pds_september":"1","last_act_type":"2020-02-11","number_of_passed_courses":"0","pds_october":"1","trc":"True","wera":"False","intcode":"06","blocnote":"lnc.21 nov 2025 bv\r\n24 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:50:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","pds_november":"1","npi_email_temp":"isabellec@ameublementmachabee.com","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail of Anna, intended for Farnaz\n2026 May 08 call went to voicemail, no contact made\n2026 May 11 reached voicemail at Meadows of Aurora\n2026 May 11 call reached voicemail, no conversation\n2026 May 13 call reached voicemail of Anna, intended for Farnaz\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail of Anne, unable to connect with Farnaz\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:43-04:00","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":"2021-01-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fff.mirshahyyy@gmail.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","aitm_callsummarytitle":"Voicemail reached, no human answer","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e8ffc8a6fcd80f0ba9ad5e37b8d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e8ffc8a6fcd80f0ba9ad5e37b8d","notrenewedwanttorenew":"No","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"6164","email":"oadekogba@yahoo.ca","first_name":"Oluwole","last_name":"Adekogba","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502873","full_name":"Oluwole Adekogba","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2011-06-16","individual_id":"186510","region":"CDN","lead_status":"Refused","old_do_id":"C16360","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-05-22","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":"2011-06-16","temp_do_id_for_auto_old_do_id":"LB2502873","temp_intcode_for_auto_old_int_code":"21","phone_2":"7802067724","last_infoline_date_type":"2017-07-12","last_act_type":"2020-09-14","pcl_status":"P","pcl_completion_date":"2011-10-03","pf1_status":"P","pf1_completion_date":"2012-02-24","pf2_status":"P","pf2_completion_date":"2012-08-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-04-09","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"oadekogba@yahoo.ca","pcl_completion_date_5":"2016-10-03","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31"}},"seriesid":"163"}
{"contact":{"id":"29011","email":"randywupui@yahoo.com.hk","first_name":"Ho","last_name":"Wu","phone":"6475716859","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":"L25A02037","full_name":"Ho Pui Wu","city_1":"Markham","province":"ON","language":"English","phone_2":"6475716859","new_member_date_2":"2024-07-15","pipeline_2_members_only_ast":"","individual_id":"339845","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"Aug 11 2025 vm  Aug 19 2025 vm\r\nAug 21 2025 vm  AUg 26 2025 vm\r\nAug 28 2025 vm  Sept  4 2025\n2026 Mar 04 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 11 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":"AST1557","members_type":"AST","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A02037","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":"randywupui@yahoo.com.hk","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","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","latest_paid_thru":"2025-06-30"}},"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","latest_paid_thru":"2021-10-31"}},"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":"15","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\n2026 May 08 call ended due to inactivity, no clear communication with contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","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":"15","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","latest_paid_thru":"2025-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:53-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Vanessa but received only inaudible responses and was unable to confirm the identity or proceed with the call. The call ended due to inactivity without any meaningful conversation or task completion.","aitm_callsummarytitle":"Call ended due to inactivity without contact confirmation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d8537540e27cc34d320ce7ba8dc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d8537540e27cc34d320ce7ba8dc","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8587","email":"austin_kragh@saveonfoods.com","first_name":"Austin","last_name":"Kragh","phone":"6048813528","orgname":"Pure Integrative Pharmacy","customer_acct_name":"Pure Integrative Pharmacy","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01928","full_name":"Austin Kragh","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-11-14","domain_1":"saveonfoods.com","individual_id":"283000","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501973","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01928","organization_id":"282999","members_type":"CORP","last_act_type":"2020-12-22","intcode":"16","blocnote":"LN Oct 16 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T12:42:00-04:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"austin_kragh@saveonfoods.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10380","email":"ulybas77@gmail.com","first_name":"Uliana","last_name":"Basyul","phone":"7809197533","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":"Uliana Basyul","language":"English","origin":"Lapsed Spring 2024","individual_id":"320827","region":"CDN","lead_status":"Refused","old_do_id":"L25C06413","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7809197533","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"Nov 6 2025 vm","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:34:00-05:00","new_member_date_2":"2023-01-23","temp_do_id_for_auto_old_do_id":"L25C06413","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-23","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"F","pf1_completion_date":"2024-01-03","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","npi_email_temp":"ulybas77@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\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"6624","email":"jaclina.m@gmail.com","first_name":"Jaclina","last_name":"Negura","phone":"7807084329","orgname":"","customer_acct_name":"","tags":"CSV imported, payroll.ca visited, Member portal, 250205 AST Members, NPIdealed, inPipeline2, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"do_id":"AST1031","full_name":"Jaclina Negura","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2016-11-10","individual_id":"244416","region":"CDN","lead_status":"Renewed APX","last_engaged_date":"2025-10-02","members_type":"AST","city_1":"Edmonton","province":"AB","phone_2":"7807084329","new_member_date_2":"2025-01-24","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","canceldate":"2022-01-07","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"4","blocnote":"April 30 2026 vm\r\nMay 21 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:24:00-04:00","intcode":"06","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":"AST1031","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-12-19","telemarketing_call_date":"2026-05-21","pcl_status":"P","pcl_completion_date":"2016-08-15","pf1_status":"P","pf1_completion_date":"2016-09-11","pf2_status":"P","pf2_completion_date":"2016-10-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-11-28","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","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":"","old_int_code":"99","date_of_renewal_identification":"2025-12-24","npi_email_temp":"jaclina.m@gmail.com","pcl_completion_date_5":"2021-08-15","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"6535","email":"jennifer.jywang@gmail.com","first_name":"Jennifer","last_name":"Wang","phone":"9027170253","orgname":"Marsh Canada Limited","customer_acct_name":"Marsh Canada Limited","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502076","full_name":"Jennifer Wang","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2010-06-02","area_code":"902","region":"CDN","lead_status":"Refused","old_do_id":"C16210","time_zone":"1","province":"NS","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-08-05","individual_id":"168393","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":"4","paid_thru":"2020-05-31","new_member_date_2":"2010-06-02","temp_do_id_for_auto_old_do_id":"LB2502076","temp_intcode_for_auto_old_int_code":"21","pds_august":"4","phone_2":"9027170253","pds_september":"4","last_infoline_date_type":"2018-09-26","last_act_type":"2024-06-11","pcl_status":"P","pcl_completion_date":"2010-07-28","pf1_status":"P","pf1_completion_date":"2010-12-10","pf2_status":"P","pf2_completion_date":"2011-09-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-03-26","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"jennifer.jywang@gmail.com","pcl_completion_date_5":"2015-07-28","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31"}},"seriesid":"163"}
{"contact":{"id":"5289","email":"genevieve.marie.desylva@gmail.com","first_name":"Genevieve","last_name":"Desylva","phone":"5063401086","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":"LB2504088","full_name":"Genevieve Desylva","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2002-11-22","individual_id":"304450","region":"QC","lead_status":"Refused","old_do_id":"QLNPI00038","members_type":"CAND","province":"NB","area_code":"506","time_zone":"1","phone_2":"5063401086","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"23 avril 2025 ne veu pas faire sondage","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T11:02:00-04:00","intcode":"21","canceldate":"2022-11-02","notrenewedother":"Does not want to do the survey","pipeline_2_members_only_ast":"","paid_thru":"2022-08-31","new_member_date_2":"2021-08-30","temp_do_id_for_auto_old_do_id":"LB2504088","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-10-18","pcl_status":"F","pcl_completion_date":"2021-12-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"genevieve.marie.desylva@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5280","email":"escoulib04@monccnb.ca","first_name":"Safiatou","last_name":"Coulibaly","phone":"4188358444","orgname":"","customer_acct_name":"","tags":"CSV imported, paie.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06986","province":"NB","full_name":"Safiatou Coulibaly","language":"French","origin":"2023 lapsed Members","domain_1":"monccnb.ca","lapsed_expiration_date":"2002-11-22","individual_id":"305050","time_zone":"1","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502807","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","email2":"m.coulibaly@desjardins.com","members_type":"CAND","paid_thru":"2022-08-31","new_member_date_2":"2021-09-10","temp_do_id_for_auto_old_do_id":"L25C06986","last_act_type":"2021-10-09","pcl_status":"P","pcl_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"escoulib04@monccnb.ca","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
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{"contact":{"id":"16786","email":"kikky7@hotmail.com","first_name":"Tina","last_name":"Wu","phone":"6044511080","orgname":"A.K. Draft Seal Ltd","customer_acct_name":"A.K. Draft Seal Ltd","tags":"Fixed deal, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"city_1":"PRO","full_name":"Tina (Chen-I) Wu","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2009-08-17","do_id":"LB2502123","individual_id":"156512","members_type":"PRO","time_zone":"5","area_code":"604","never_call":"REFUSED","region":"CDN","lead_status":"Refused","old_do_id":"C16334","province":"BC","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-10-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"may 27 2025 onlt reachable through email ( he works from home )","dhmsfin_telemarketing_last_contacted_date":"2025-05-27T12:02:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-07-31","new_member_date_2":"2009-08-17","temp_do_id_for_auto_old_do_id":"LB2502123","temp_intcode_for_auto_old_int_code":"21","phone_2":"7788812089","last_act_type":"2020-12-31","pcl_status":"P","pcl_completion_date":"2009-12-09","pf1_status":"P","pf1_completion_date":"2010-06-19","pf2_status":"P","pf2_completion_date":"2011-04-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-03-16","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"kikky7@hotmail.com","pcl_completion_date_5":"2014-12-09","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31"}},"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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"9904","email":"joanne_h2000@hotmail.com","first_name":"Jing","last_name":"Han","phone":"8006186199","orgname":"Aim Grow Biotech CO., Ltd","customer_acct_name":"Aim Grow Biotech CO., 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":"LB2505686","full_name":"Jing Han","language":"English","origin":"Lapsed Spring 2024","individual_id":"319565","area_code":"800","region":"CDN","lead_status":"Refused","old_do_id":"L25C06453","time_zone":"2","members_type":"CAND","province":"BC","phone_2":"6048335008","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-03","intcode":"21","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:23:00-05:00","paid_thru":"2023-11-30","new_member_date_2":"2022-12-09","temp_do_id_for_auto_old_do_id":"LB2505686","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-12","pcl_status":"P","pcl_completion_date":"2023-02-26","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":"joanne_h2000@hotmail.com","pcl_completion_date_5":"2028-02-26","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"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","npi_email_temp":"v.bhushan1992@gmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"8576","email":"alex.cawthorne@bunn.com","first_name":"Alexandra","last_name":"Cawthorne","phone":"9058415561","orgname":"Bunn-O-Matic","customer_acct_name":"Bunn-O-Matic","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"province":"ON","extension_phone_1":"52234","full_name":"Alexandra Cawthorne","language":"English","origin":"2023 lapsed Members","domain_1":"bunn.com","lapsed_expiration_date":"2022-11-02","individual_id":"256477","area_code":"905","region":"CDN","lead_status":"Not Relevant","old_do_id":"AST02736","time_zone":"2","members_type":"PRO","pipeline_1_lapsed_members":"","canceldate":"2022-11-02","cpa_certification":"PCP","cert_status":"ACTIVE","paid_thru":"2026-12-31","new_member_date_2":"2026-01-27","temp_do_id_for_auto_old_do_id":"AST02736","phone_2":"4167570894","last_infoline_date_type":"2025-10-12","last_act_type":"2026-01-30","pcl_status":"P","pcl_completion_date":"2017-12-18","pf1_status":"P","pf1_completion_date":"2018-04-22","pf2_status":"P","pf2_completion_date":"2019-12-16","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":"alex.cawthorne@bunn.com","date_of_renewal_identification":"2026-01-28","pipeline_2_members_only_ast":"","ai_entered_date":"2026-01-28","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pcl_completion_date_5":"2022-12-18","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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, 260522 Lapsed DEL","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","last_infoline_date_type":"2021-08-07","last_act_type":"2021-08-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"christi@mcclays.ca","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-28","company_paid_thru":"2027-02-28","corp_cancel_date":"2023-05-02"}},"seriesid":"163"}
{"contact":{"id":"5422","email":"messalineg@yahoo.com","first_name":"Messaline","last_name":"Gosse","phone":"4504491120","orgname":"Bell Solutions Techniques","customer_acct_name":"Bell Solutions Techniques","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06956","province":"QC","full_name":"Messaline Gosse","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2002-11-22","individual_id":"291965","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501534","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2020-08-28","temp_do_id_for_auto_old_do_id":"L25C06956","phone_2":"5148837074","last_act_type":"2021-01-09","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":"messalineg@yahoo.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"10949","email":"fdagtina0201@yahoo.com","first_name":"Fatima","last_name":"Agtina","phone":"6043685646","orgname":"","customer_acct_name":"","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":"L25A02175","full_name":"Fatima Agtina","language":"English","origin":"Lapsed Spring 2024","individual_id":"320714","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502574","time_zone":"5","province":"BC","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","new_member_date_2":"2023-01-18","no_email_solicitation":"FALSE","intcode":"16","blocnote":"17 March 2025 VM\r\n31 March 2025 VM  Apr 7 2025 vm\r\nApr 10 2025 vm may 13 2025 vm  Aug 11 2025 vm\r\nLN Oct 31 2025 wrong number\n2026 May 08 contact informed number no longer valid, no new contact info","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:46-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25A02175","temp_intcode_for_auto_old_int_code":"16","phone_2":"6043685646","last_act_type":"2023-03-28","number_of_passed_courses":"0","old_int_code":"08","trc":"False","wera":"False","npi_email_temp":"fdagtina0201@yahoo.com","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Fatima but was informed that the number is no longer valid and no new contact information was available. The call ended shortly after with no further action taken.","aitm_callsummarytitle":"Invalid Number - No New Contact Info","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_88107ecf022ec2ce794e93128ad","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_88107ecf022ec2ce794e93128ad","number_of_calls_reached":"1"}},"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":"2022-12-01","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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"8180","email":"brouwerjanelle@gmail.com","first_name":"Janelle","last_name":"Hildebrandt","phone":"7809351551","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"city_1":"AST","full_name":"Janelle Hildebrandt","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-02-14","individual_id":"222908","region":"CDN","lead_status":"Refused","old_do_id":"L25A02604","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","members_type":"AST","new_member_date_2":"2014-02-14","no_email_solicitation":"False","pds_march":"4","province":"AB","time_zone":"4","pds_july":"4","paid_thru":"2020-01-31","intcode":"01","blocnote":"Aug 13 2025 vm\n2026 May 08 contact Janelle refused to renew membership and ended call","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:45-04:00","temp_do_id_for_auto_old_do_id":"L25A02604","temp_intcode_for_auto_old_int_code":"01","pds_august":"4","phone_2":"7809351551","pds_september":"4","last_infoline_date_type":"2018-02-11","last_act_type":"2019-01-30","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"brouwerjanelle@gmail.com","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Janelle and informed her about her lapsed Associate membership with the National Payroll Institute. Janelle expressed disinterest in continuing the conversation and declined to renew. The call ended after the agent asked for a brief reason for not renewing.","aitm_callsummarytitle":"Contact refused to renew membership","notrenewedwanttorenew":"No","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","retell_call_status":"ended","session_id":"call_189ed83cb79cbc76f13e52a2de1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_189ed83cb79cbc76f13e52a2de1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"6432","email":"finance@naongashiing.ca","first_name":"Arlene","last_name":"Indian","phone":"8074885602","orgname":"Anishinaabeg of Naongashiing","customer_acct_name":"Anishinaabeg of Naongashiing","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502138","full_name":"Arlene Indian","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2019-04-08","domain_1":"naongashiing.ca","individual_id":"31051","area_code":"807","region":"CDN","lead_status":"Refused","old_do_id":"C16737","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2017-01-05","members_type":"AST","new_member_date_2":"2015-12-03","no_email_solicitation":"False","intcode":"21","blocnote":"12 May 2025 She no longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T15:52:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"12","organization_id":"242819","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"LB2502138","temp_intcode_for_auto_old_int_code":"21","extension_phone_1":"229","phone_2":"8074881175","last_act_type":"2019-12-04","pcl_status":"F","pcl_completion_date":"2012-06-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"finance@naongashiing.ca","pcl_completion_date_5":"2017-06-08","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","company_paid_thru":"2021-03-31","corp_cancel_date":"2021-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10399","email":"sharons@shwc.ca","first_name":"Sharon","last_name":"Severight","phone":"3065424110","orgname":"Saulteaux Healing & Wellness Centre Inc.","customer_acct_name":"Saulteaux Healing & Wellness Centre 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":"L25C06883","province":"SK","full_name":"Sharon Severight","language":"English","origin":"2023 lapsed Members","domain_1":"shwc.ca","lapsed_expiration_date":"2023-01-05","individual_id":"307648","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501736","time_zone":"3","members_type":"CAND","phone_2":"3065423732","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","intcode":"11","blocnote":"LNC Nov 25 2025 not interested","paid_thru":"2022-10-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T12:32:00-05:00","new_member_date_2":"2021-11-24","temp_do_id_for_auto_old_do_id":"L25C06883","temp_intcode_for_auto_old_int_code":"11","extension_phone_1":"1250","last_act_type":"2021-11-24","pcl_status":"F","pcl_completion_date":"2022-04-05","number_of_passed_courses":"0","old_int_code":"05","trc":"False","wera":"False","npi_email_temp":"sharons@shwc.ca","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"9871","email":"vero.philippon05@gmail.com","first_name":"V\u00e9ronique","last_name":"Philippon","phone":"8198372421","orgname":"Waterville TG","customer_acct_name":"Waterville TG","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"V\u00e9ronique Philippon","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295424","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"L25C05889","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2022-02-02","province":"QC","time_zone":"2","members_type":"CAND","paid_thru":"2026-07-31","new_member_date_2":"2025-08-25","city_1":"Melbourne","area_code":"819","phone_2":"8196748587","extension_phone_1":"3747","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2507610","last_act_type":"2025-08-25","pcl_status":"P","pcl_completion_date":"2025-12-02","number_of_passed_courses":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pf1_status":"P","npi_email_temp":"vero.philippon05@gmail.com","pcl_completion_date_5":"2030-12-02","pf1_completion_date":"2026-04-22","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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":{"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":"2026-01-20","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","latest_paid_thru":"2023-12-31","cpa_certification":"PCP"}},"seriesid":"163"}
{"contact":{"id":"29051","email":"dcouette@pelletierdecosurfaces.com","first_name":"Debbie","last_name":"Couette","phone":"4188373681","orgname":"Pelletier D\u00e9co Surfaces","customer_acct_name":"Pelletier D\u00e9co Surfaces","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0307","full_name":"Debbie Couette","members_type":"AST","city_1":"L\u00e9vis","province":"QC","language":"French","lead_status":"Renewed APX","new_member_date_2":"2022-08-25","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"315914","no_email_solicitation":"False","area_code":"418","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-09-03","temp_do_id_for_auto_old_do_id":"AST0307","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-08-29","blocnote":"AI.15 oct 2025 pas au bureau\r\n22 oct 2025 bv\r\n29 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T10:33:00-04:00","telemarketing_call_date":"2025-10-29","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:42-05:00","npi_email_temp":"dcouette@pelletierdecosurfaces.com","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"10954","email":"schuster.r@shaw.ca","first_name":"Renee","last_name":"Schuster","phone":"4032847248","orgname":"McKenzie Meadows Golf Corp.","customer_acct_name":"McKenzie Meadows Golf Corp.","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":"L25C06469","full_name":"Renee Schuster","language":"English","origin":"Lapsed Spring 2024","individual_id":"294967","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502451","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"4039687143","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"18 March 2025 VM\r\n31 March 2025 Wrong number\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":"2025-09-18T12:57:00-04:00","canceldate":"2024-02-03","paid_thru":"2023-11-30","new_member_date_2":"2020-12-09","temp_do_id_for_auto_old_do_id":"L25C06469","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-12-14","last_act_type":"2023-12-14","pcl_status":"P","pcl_completion_date":"2021-04-07","pf1_status":"P","pf1_completion_date":"2022-01-30","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"schuster.r@shaw.ca","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"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":"2019-05-03","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","latest_paid_thru":"2020-04-30"}},"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":"2024-06-11","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","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"29021","email":"elishya@balancedbooksniagara.com","first_name":"Elishya","last_name":"Costabile","phone":"2892714246","orgname":"Balanced Books Niagara","customer_acct_name":"Balanced Books Niagara","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0302","full_name":"Elishya Costabile","members_type":"AST","city_1":"Stevensville","province":"ON","language":"English","lead_status":"Member","new_member_date_2":"2024-01-25","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"333659","no_email_solicitation":"False","area_code":"289","time_zone":"2","intcode":"11","blocnote":"June 2 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-15T11:21:00-04:00","pipeline_1_lapsed_members":"","sendaprilemail":"Yes","sendmayemail":"2025-06-02T15:52:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","old_int_code":"1","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0302","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-07-11","telemarketing_call_date":"2025-05-15","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:42-05:00","npi_email_temp":"elishya@balancedbooksniagara.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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, TMAI","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\n2026 May 08 reached voicemail, no human answer\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 reached voicemail at Overton Environmental Enterprises\n2026 May 13 call reached voicemail\n2026 May 15 call reached voicemail at Overton Environmental Enterprises, no human contact\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:42-04:00","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","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-15T16:41:40-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to the contact but reached voicemail after a brief connection attempt. No conversation with a human took place.","aitm_callsummarytitle":"Call reached voicemail, no human interaction","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_443f1f19343c6d27c100b3704cd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_443f1f19343c6d27c100b3704cd","mini_nps":"3"}},"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":"2020-11-08","last_act_type":"2022-09-06","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"}
{"contact":{"id":"29012","email":"mshariff@yrpa.ca","first_name":"Meezan","last_name":"Shariff","phone":"9058304947","orgname":"The York Regional Police Association","customer_acct_name":"The York Regional Police Association","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Meezan Shariff","members_type":"CAND","city_1":"AURORA","province":"ON","language":"English","phone_2":"4166599691","lead_status":"Refused","new_member_date_2":"2017-04-10","pipeline_2_members_only_ast":"","sendpreexpirationemail":"2025-03-20T09:05:00-04:00","blocnote":"Sept 24 2025 completed ( send email)","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T09:34:00-04:00","mini_nps":"4","onesentencenotrenewed":"CAND reached 3 years limit for renewal","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":"246176","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2026-03-31","old_int_code":"31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1302","temp_intcode_for_auto_old_int_code":"21","sendseptemail":"2025-09-24T09:33:00-04:00","sendaidate":"2025-12-01T10:14:09-05:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","last_infoline_date_type":"2023-04-13","last_act_type":"2025-04-02","telemarketing_call_date":"2025-09-24","number_of_passed_courses":"0","trc":"False","wera":"False","pcl_status":"F","npi_email_temp":"mshariff@yrpa.ca","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31","pcl_completion_date":"2026-05-06","pcl_completion_date_5":"2031-05-06","do_id":"","date_of_renewal_identification":"","ln_entered_date":"2026-06-02","old_do_id":"AST1302"}},"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","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"seriesid":"163"}
{"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":"2020-06-05","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","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29047","email":"hbnikzad@yahoo.com","first_name":"Habibeh","last_name":"Nikzad","phone":"4372554840","orgname":"EDS","customer_acct_name":"EDS","tags":"250205 AST Members, inPipeline2","ip4":"127.0.0.1","fields":{"full_name":"Habibeh Nikzad, PCP","members_type":"PRO","city_1":"Aurora","province":"ON","language":"English","phone_2":"4168336767","new_member_date_2":"2024-05-09","pipeline_2_members_only_ast":"","area_code":"437","time_zone":"2","individual_id":"327602","intcode":"11","blocnote":"June 2 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-15T11:39:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","sendaprilemail":"Yes","sendmayemail":"2025-06-02T16:19:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","old_int_code":"1","nonactive_reason":"AST->CAND\/PRO","old_do_id":"LB2505368","lead_status":"Lapsed Member","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"L25P03179","temp_intcode_for_auto_old_int_code":"11","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2025-04-28","date_of_renewal_identification":"","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":"2024-05-03","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"hbnikzad@yahoo.com","pcl_completion_date_5":"2028-09-22","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","do_id":"L25P03179","ln_entered_date":"2026-06-02"}},"seriesid":"163"}
{"contact":{"id":"17146","email":"jwu@demonware.net","first_name":"Joyce","last_name":"Wu","phone":"7783753723","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, Payroll Resource Accessed, Member portal, Breaking News, Dialogue Magazine, 250205 AST Members, inPipeline2, 250507 phone cannot be recovered, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"city_1":"Richmond","province":"BC","full_name":"Joyce Wu","language":"English","origin":"ETM","explicit_consent_date":"2024-02-22","domain_1":"demonware.net","attended_webinar":"Yes","do_id":"AST1559","time_zone":"4","area_code":"778","region":"CDN","last_engaged_date":"2025-08-06","members_type":"AST","phone_2":"7783888116","lead_status":"Member","new_member_date_2":"2025-01-28","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"346835","no_email_solicitation":"False","blocnote":"Apr 29 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-04-29T11:38:00-04:00","intcode":"16","old_int_code":"8","notrenewedother":"Phone cannot be recovered","resources_tools_may":"3","payroll_guidelines_may":"2","pipeline_1_lapsed_members":"","last_login_date":"2025-06-26T12:13:20-04:00","member_june":"4","dialogue_june":"2","late_breaking_payroll_news_june":"3","payroll_guidelines_june":"4","askpat_june":"1","payroll_guidelines_july":"3","resources_tools_july":"1","late_breaking_payroll_news_july":"2","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"AST1559","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2025-08-12","last_act_type":"2025-08-12","telemarketing_call_date":"2025-04-29","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":"jwu@demonware.net","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"8159","email":"eringurke@outlook.com","first_name":"Erin","last_name":"Gurke","phone":"7806688057","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":"L25C06978","full_name":"Erin Gurke","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305121","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503168","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7806688057","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\n07 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":"2022-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T15:36:00-05:00","new_member_date_2":"2021-09-14","temp_do_id_for_auto_old_do_id":"L25C06978","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-09-13","pcl_status":"P","pcl_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"eringurke@outlook.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"29117","email":"missim.taxation@gmail.com","first_name":"Ludmila","last_name":"Yohananov","phone":"4168771571","orgname":"MISSIM Accounting & Taxation Inc.","customer_acct_name":"MISSIM Accounting & Taxation Inc.","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00253","old_do_id":"AST1577","full_name":"Ludmila Yohananov","members_type":"AST","city_1":"Thornhill","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2023-01-31","individual_id":"321213","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","pds_march":"1","area_code":"416","time_zone":"2","intcode":"02","blocnote":"28 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 wants to join - sent her documents\n2026 May 08 contact wants to renew and sent the email - NPI# 29117","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","pds_july":"1","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00253","temp_intcode_for_auto_old_int_code":"02","pds_august":"1","phone_2":"4168771571","pds_september":"1","last_act_type":"2023-02-11","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","sendapplicationform":"2026-05-08T10:38:00-04:00","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","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":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","old_int_code":"6","npi_email_temp":"missim.taxation@gmail.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted Ludmila to discuss her lapsed Associate membership with the National Payroll Institute. Ludmila expressed interest in renewing, and the agent confirmed her email address to send the application form, which was successfully sent during the call.","aitm_callsummarytitle":"Membership Renewal Interest Confirmed","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Forgot\/not aware and then 3 questions","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_edde960c706419b74d5094ae305","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_edde960c706419b74d5094ae305","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8411","email":"maria.moroz.ca@gmail.com","first_name":"Maria","last_name":"Moroz","phone":"4032207499","orgname":"University of Calgary","customer_acct_name":"University of Calgary","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07401","province":"AB","full_name":"Maria Moroz","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"284326","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500091","time_zone":"4","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":"L25C07401","last_act_type":"2021-08-01","pcl_status":"P","pcl_completion_date":"2020-06-07","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":"2020-07-10","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"maria.moroz.ca@gmail.com","pcl_completion_date_5":"2025-06-07","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"6012","email":"carolinasbeach@hotmail.com","first_name":"Jenna","last_name":"Booth","phone":"7788784847","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503025","full_name":"Jenna Booth","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2008-10-31","individual_id":"137679","region":"CDN","lead_status":"Refused","old_do_id":"C17592","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-12-02","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":"2021-09-30","new_member_date_2":"2008-10-31","temp_do_id_for_auto_old_do_id":"LB2503025","temp_intcode_for_auto_old_int_code":"21","phone_2":"7788784847","last_act_type":"2022-02-03","pcl_status":"P","pcl_completion_date":"2009-03-10","pf1_status":"P","pf1_completion_date":"2009-06-29","pf2_status":"P","pf2_completion_date":"2009-11-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-03-24","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"carolinasbeach@hotmail.com","pcl_completion_date_5":"2014-03-10","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"5448","email":"mdionne@groupetyt.com","first_name":"Mylene","last_name":"Dionne","phone":"8194744884","orgname":"Groupe TYT Inc.","customer_acct_name":"Groupe TYT 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":"L25A02622","province":"QC","extension_phone_1":"222","full_name":"Mylene Dionne","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2022-09-20","domain_1":"groupetyt.com","attended_webinar":"No","lapsed_expiration_date":"2022-09-20","individual_id":"248261","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501412","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","new_member_date_2":"2022-09-20","no_email_solicitation":"FALSE","pds_march":"3","blocnote":"24 avril 2025 nest plus en poste\n2026 May 08 call to TYT Group, unable to reach Mylene, invalid extension and directory search, call ended without contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:50-04:00","intcode":"03","pds_july":"3","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A02622","temp_intcode_for_auto_old_int_code":"03","pds_august":"3","pds_september":"3","last_infoline_date_type":"2023-02-28","last_act_type":"2026-04-13","pcl_status":"P","pcl_completion_date":"2017-02-19","pf1_status":"F","pf1_completion_date":"2017-05-21","number_of_passed_courses":"1","pds_october":"3","trc":"True","wera":"False","pds_november":"3","npi_email_temp":"mdionne@groupetyt.com","pcl_completion_date_5":"2022-02-19","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach a contact named Mylene at TYT Group by navigating the company's phone menu and directory but was unable to find the correct extension or directory listing. After multiple unsuccessful attempts and invalid selections, the call ended without reaching the intended person or completing any membership-related discussion.","aitm_callsummarytitle":"Unable to reach contact at TYT Group","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"16","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1db383e3d5abaf743d084bb4340","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1db383e3d5abaf743d084bb4340","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10953","email":"loufelmont@yahoo.com","first_name":"Marilou","last_name":"Monta-Santos","phone":"7809664539","orgname":"Tim Hortons","customer_acct_name":"Tim Hortons","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Marilou Monta-Santos","language":"English","origin":"Lapsed Spring 2024","individual_id":"221494","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"L25P02475","time_zone":"4","province":"AB","members_type":"PRO","phone_2":"7807165612","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"01","blocnote":"18 March 2025 VM\r\n31 March 2025 VM\r\n03 April 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\n2026 May 14 - Reached voicemail; no answer\n2026 May 14 - Reached voicemail; left message\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 contact changed career and does not want to renew membership","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:02-04:00","paid_thru":"2023-10-31","new_member_date_2":"2017-11-21","temp_do_id_for_auto_old_do_id":"L25P02475","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2022-12-29","last_act_type":"2024-04-04","pcl_status":"P","pcl_completion_date":"2014-05-05","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":"2015-08-06","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"loufelmont@yahoo.com","pcl_completion_date_5":"2019-05-05","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","thewithdrawaldate":"2024-01-05","aitm_status_called":"2026-05-21T11:52:06-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent spoke with Marilou regarding her lapsed NPI membership. Marilou indicated she is no longer a payroll practitioner and has changed careers, so she does not wish to renew her membership. The call concluded after Marilou declined to answer further survey questions.","aitm_callsummarytitle":"Membership Non-Renewal Due to Career Change","notrenewedwanttorenew":"No","mini_nps":"4","onesentencenotrenewed":"I decided to change a career.","initialvalue":"Help with Complex","othermemberbenefit":"Not provided - voicemail","prootherreasonsnottorenew":"No interaction; voicemail reached so reason not provided.","age_range":"31-45","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_dcb7c50fecd557721d38f8c2450","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_dcb7c50fecd557721d38f8c2450","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"10998","email":"luethe@hotmail.com","first_name":"Luciana","last_name":"Alers","phone":"5196800124","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":"L25C06635","full_name":"Luciana Alers","language":"English","origin":"Lapsed Spring 2024","individual_id":"316510","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503696","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5196800124","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 19 2025 vm","paid_thru":"2023-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:19:00-05:00","new_member_date_2":"2022-09-08","temp_do_id_for_auto_old_do_id":"L25C06635","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-05-16","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-05-28","number_of_passed_courses":"2","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"luethe@hotmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"10372","email":"newmineault13@gmail.com","first_name":"Jennifer","last_name":"Schneider","phone":"2503095474","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":"LB2503336","full_name":"Jennifer Schneider","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"308741","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"CLNPI000617","members_type":"CAND","province":"BC","area_code":"250","time_zone":"5","phone_2":"2503095474","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"14 March 2025 Won't join - not doing payroll anymore\r\n25 March 2025 Don't call again","dhmsfin_telemarketing_last_contacted_date":"2025-03-25T12:44:00-04:00","onesentencenotrenewed":"She changed her field - she joined just to take a course but ended up not taking it","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2022-01-10","temp_do_id_for_auto_old_do_id":"LB2503336","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"newmineault13@gmail.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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":"2022-02-12","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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"29091","email":"simmarco@hotmail.com","first_name":"Marc","last_name":"Sim\u00e9on","phone":"5142585434","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25A01667","full_name":"Marc Sim\u00e9on","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"5142585434","lead_status":"Lapsed Member","new_member_date_2":"2017-03-29","pipeline_2_members_only_ast":"","individual_id":"251641","cpa_certification":"SCP","no_email_solicitation":"False","time_zone":"2","area_code":"514","old_do_id":"AST1316","pipeline_1_lapsed_members":"Lapsed Members","intcode":"03","blocnote":"20 mai 2025 doit  monsieur pour renouveler son adh\u00e9sion entrevu incompl\u00e8tes\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 contact answered but was busy and unsure when to call back.","sendpreexpirationemail":"2025-05-20T10:44:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","cert_status":"PENDING","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01667","temp_intcode_for_auto_old_int_code":"03","last_infoline_date_type":"2025-03-07","last_act_type":"2025-03-07","pcl_status":"P","pcl_completion_date":"2017-10-01","pf1_status":"P","pf1_completion_date":"2018-03-11","pf2_status":"P","pf2_completion_date":"2018-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-06-28","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"simmarco@hotmail.com","pcl_completion_date_5":"2022-10-01","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:17-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Marc and informed him about his lapsed Associate membership with the National Payroll Institute. Marc indicated he was busy and unsure when to return the call, so the agent ended the call with a plan to call back later.","aitm_callsummarytitle":"Call reached Marc but callback scheduled","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_46845958c9330d488914d3df28f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_46845958c9330d488914d3df28f","mini_nps":"3","onesentencenotrenewed":"User was busy and did not commit to renewing or discussing membership further.","initialvalue":"Other","othermemberbenefit":"User did not specify initial value for membership.","old_int_code":"6","astotherreasonsnottorenew":"User was busy and unable to discuss renewal at the time.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"5444","email":"jleroux@montrealhotelsuites.com","first_name":"Johanne","last_name":"Leroux","phone":"5143931193","orgname":"Montr\u00e9al H\u00f4tel & Suites Inc.","customer_acct_name":"Montr\u00e9al H\u00f4tel & Suites Inc.","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":"L25O01450","province":"QC","extension_phone_1":"7005","full_name":"Johanne Leroux","language":"French","origin":"2024 FALL","explicit_consent_date":"2000-02-01","domain_1":"montrealhotelsuites.com","attended_webinar":"No","lapsed_expiration_date":"2000-02-01","individual_id":"239462","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501410","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T09:40:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01450","temp_intcode_for_auto_old_int_code":"6","organization_id":"36227","pds_august":"1","pds_september":"1","last_conf_date_type":"2019-05-08","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"jleroux@montrealhotelsuites.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-01-23","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5371","email":"fcomtois@gaa.qc.ca","first_name":"F\u00e9lix","last_name":"Comtois","phone":"5142881537","orgname":"Groupement des Assureurs Automobiles","customer_acct_name":"Groupement des Assureurs Automobiles","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02360","province":"QC","extension_phone_1":"2285","full_name":"F\u00e9lix Comtois","language":"French","origin":"2023 lapsed Members","domain_1":"gaa.qc.ca","attended_webinar":"No","lapsed_expiration_date":"2022-05-03","individual_id":"298729","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2025-01-31","old_do_id":"LB2501508","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","new_member_date_2":"2021-03-05","no_email_solicitation":"FALSE","intcode":"03","blocnote":"17 juin 2025 bv\n2026 May 08 call reached automated system, no human contact.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:48-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A02360","temp_intcode_for_auto_old_int_code":"03","last_act_type":"2021-05-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fcomtois@gaa.qc.ca","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was made to an automated system for Group Mondes des Serrari Automobile, where the agent navigated the menu by pressing digits but did not reach a human. The call ended without a clear conversation or task completion.","aitm_callsummarytitle":"No Human Contact - Automated System","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No human contact was reached to discuss renewal.","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cf9ec537b28c9d61d10b76a3043","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cf9ec537b28c9d61d10b76a3043","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5086","email":"finances@mrcvr.ca","first_name":"Dominique","last_name":"Drapeau","phone":"4504640339","orgname":"MRC de La Vall\u00e9e-du-Richelieu","customer_acct_name":"MRC de La Vall\u00e9e-du-Richelieu","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01895","province":"QC","full_name":"Dominique Drapeau","language":"French","origin":"2023 Lapsed Members","explicit_consent_date":"2024-03-30","domain_1":"mrcvr.ca","attended_webinar":"Yes","lapsed_expiration_date":"2024-03-30","individual_id":"287120","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501364","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"5 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T15:04:00-04:00","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25O01895","temp_intcode_for_auto_old_int_code":"6","organization_id":"287118","extension_phone_1":"2805","last_infoline_date_type":"2020-06-04","last_act_type":"2021-05-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"finances@mrcvr.ca","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","company_paid_thru":"2021-03-31","corp_cancel_date":"2021-06-02","company_status":"I"}},"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","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"11009","email":"elvira_barrozo2004@yahoo.com","first_name":"Elvira","last_name":"Barrozo","phone":"7808045488","orgname":"Quality Inn","customer_acct_name":"Quality Inn","tags":"CSV imported, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07414","province":"AB","full_name":"Elvira Barrozo","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295556","area_code":"301","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2500598","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":"2020-12-04","temp_do_id_for_auto_old_do_id":"L25C07414","phone_2":"7808045488","last_act_type":"2020-03-12","pcl_status":"F","pcl_completion_date":"2021-04-07","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T15:26:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"elvira_barrozo2004@yahoo.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"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","latest_paid_thru":"2023-01-31"}},"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","latest_paid_thru":"2021-11-30"}},"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","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"5337","email":"selena.leger@gmail.com","first_name":"Selena","last_name":"Leger","phone":"5062325414","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":"L25C07043","full_name":"Selena Leger","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2002-11-22","individual_id":"304818","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2504100","members_type":"CAND","province":"NB","area_code":"506","time_zone":"1","phone_2":"5062325414","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"23 avril 2025 bv\r\n29 avril 2025 bv\r\n1 mai ss reponse\r\n6 mai 2025 bv\r\n12 mai 2025 bv\r\n27 mai 2025 bv\r\n3 juin 2025 bv\r\n15 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T10:38:00-04:00","paid_thru":"2022-08-31","new_member_date_2":"2021-09-09","temp_do_id_for_auto_old_do_id":"L25C07043","temp_intcode_for_auto_old_int_code":"6","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":"selena.leger@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"16674","email":"tthompson@cesd73.ca","first_name":"Terri","last_name":"Thompson","phone":"4036384545","orgname":"Sundre High School","customer_acct_name":"Sundre High School","tags":"Fixed deal, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Terri Thompson","language":"English","origin":"2023 lapsed Members","domain_1":"cesd73.ca","lapsed_expiration_date":"2022-05-03","do_id":"L25C07303","individual_id":"298463","time_zone":"4","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2500043","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","members_type":"CAND","paid_thru":"2022-02-28","new_member_date_2":"2021-02-25","temp_do_id_for_auto_old_do_id":"L25C07303","phone_2":"4036386596","last_act_type":"2021-02-25","pcl_status":"P","pcl_completion_date":"2021-07-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"tthompson@cesd73.ca","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"6544","email":"jessica.kienlen@gmail.com","first_name":"Jessica","last_name":"Kienlen","phone":"7808652271","orgname":"Cantex Insurance & Registries Inc.","customer_acct_name":"Cantex Insurance & Registries Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Jessica Kienlen","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-10-17","lapsed_expiration_date":"2022-03-02","individual_id":"252916","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"L25O00176","time_zone":"4","members_type":"PRO","new_member_date_2":"2017-10-17","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-12-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"May 12 2025 on the line\r\nJuly 15 2025 call back later\r\nLN Sept 23 2025 in a meeting","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T12:56:00-04:00","organization_id":"297042","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"LB2505620","temp_intcode_for_auto_old_int_code":"21","phone_2":"7808160289","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_int_code":"7","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","last_act_type":"2026-05-19","pcl_status":"P","pcl_completion_date":"2018-02-04","pf1_status":"P","pf1_completion_date":"2018-04-22","pf2_status":"P","pf2_completion_date":"2018-12-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-05-21","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505620","npi_email_temp":"jessica.kienlen@gmail.com","pcl_completion_date_5":"2023-02-04","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5325","email":"delbouk67@gmail.com","first_name":"Doha","last_name":"Boukhari","phone":"4509702846","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02356","province":"QC","extension_phone_1":"226","full_name":"Doha El Boukhari","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-05-03","individual_id":"197296","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501487","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","cpa_certification":"SCP","new_member_date_2":"2012-03-21","no_email_solicitation":"FALSE","pds_march":"3","cert_status":"WITHDRAWN_CPE","intcode":"15","blocnote":"9 juin 2025 bv\n2026 May 08 call attempt to Doha, mostly inaudible, no clear response, call ended by user.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","pds_july":"3","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A02356","temp_intcode_for_auto_old_int_code":"15","pds_august":"3","phone_2":"5143551290","pds_september":"3","last_infoline_date_type":"2019-10-04","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-07-13","pf1_status":"P","pf1_completion_date":"2013-01-31","pf2_status":"P","pf2_completion_date":"2013-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-01-16","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"delbouk67@gmail.com","pcl_completion_date_5":"2017-07-13","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:53-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach a contact named Doha, but the conversation was mostly inaudible and the agent repeatedly asked if they were speaking with Doha without receiving a clear response. The call ended with the user hanging up before any meaningful interaction or task completion.","aitm_callsummarytitle":"Unsuccessful call attempt to Doha with inaudible responses","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear refusal or renewal intent expressed due to inaudible responses.","initialvalue":"Other","othermemberbenefit":"No clear information provided due to inaudible responses.","old_int_code":"6","astotherreasonsnottorenew":"Call was mostly inaudible and no clear communication was established.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_50eb4b43ac62e7320858c07b338","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_50eb4b43ac62e7320858c07b338","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"16278","email":"robrien@pcequip.ca","first_name":"Raylene","last_name":"O'Brien","phone":"6047014692","orgname":"PrairieCoast Equipment Inc","customer_acct_name":"PrairieCoast Equipment Inc","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Raylene O'Brien","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2007-02-22","domain_1":"pcequip.ca","attended_webinar":"Yes","do_id":"L25O01927","individual_id":"41747","members_type":"CORP","time_zone":"5","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501970","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 26 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T16:14:00-04:00","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01927","temp_intcode_for_auto_old_int_code":"6","organization_id":"113402","pds_august":"1","pds_september":"1","last_act_type":"2020-12-22","pcl_status":"P","pcl_completion_date":"2018-03-04","pf1_status":"P","pf1_completion_date":"2018-07-22","pf2_status":"P","pf2_completion_date":"2018-12-09","number_of_passed_courses":"3","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"robrien@pcequip.ca","pcl_completion_date_5":"2023-03-04","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"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","latest_paid_thru":"2023-09-30"}},"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","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"9907","email":"nimirah@gmail.com","first_name":"Nimira","last_name":"Hussain","phone":"6047797139","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":"L25C06645","full_name":"Nimira Hussain","language":"English","origin":"Lapsed Spring 2024","individual_id":"315746","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503675","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6047797139","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 vm","paid_thru":"2023-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:22:00-05:00","new_member_date_2":"2022-08-30","temp_do_id_for_auto_old_do_id":"L25C06645","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-08-30","pcl_status":"P","pcl_completion_date":"2022-12-11","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"nimirah@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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":"2025-11-06","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","latest_paid_thru":"2026-07-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T10:08:00-04:00","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":"06","date_of_renewal_identification":"2025-09-25","last_infoline_date_type":"2026-04-21","last_conf_date_type":"2024-08-21","last_act_type":"2026-04-21","telemarketing_call_date":"2026-05-06","number_of_passed_courses":"0","old_int_code":"99","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:47-05:00","npi_email_temp":"webbers@highlinemushrooms.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"29084","email":"chrystinesimard@me.com","first_name":"Chrystine","last_name":"Simard","phone":"5149469094","orgname":"L. Fournier et Fils Inc.","customer_acct_name":"L. Fournier et Fils Inc.","tags":"250205 AST Members, inPipeline2, npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, npiAlert17, npiAlert20","ip4":"127.0.0.1","fields":{"do_id":"L25A02674","full_name":"Chrystine Simard","members_type":"AST","city_1":"Val-d\u2019Or","province":"QC","language":"French","lead_status":"Lapsed Member","new_member_date_2":"2024-09-17","pipeline_2_members_only_ast":"","individual_id":"342397","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-08-31","temp_do_id_for_auto_old_do_id":"L25A02674","temp_intcode_for_auto_old_int_code":"15","blocnote":"2026 May 08 call disconnected before completion, identity not confirmed","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:09-04:00","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":"","sendpreexpirationemail":"2025-09-23T09:46:00-04:00","last_infoline_date_type":"2025-03-20","last_act_type":"2025-11-09","number_of_passed_courses":"0","date_of_renewal_identification":"","old_do_id":"AST1315","canceldate":"2025-11-04","trc":"False","wera":"False","npi_email_temp":"chrystinesimard@me.com","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:09-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact, Chrystine Simard, and inform her about the lapsed Associate membership. However, the contact's responses were mostly inaudible or unclear, and the call ended without completing the survey or renewal discussion.","aitm_callsummarytitle":"Unsuccessful call - identity not confirmed","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"11","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1a7d9283b843d2bd5137441f473","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1a7d9283b843d2bd5137441f473","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10435","email":"debbie-wilson@hotmail.com","first_name":"Debra","last_name":"Wilson","phone":"2504892464","orgname":"","customer_acct_name":"","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":"L25A02213","extension_phone_1":"3079","full_name":"Debra Wilson","language":"English","origin":"Lapsed Spring 2024","individual_id":"187915","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502311","time_zone":"5","province":"BC","members_type":"AST","phone_2":"2504267718","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","new_member_date_2":"2011-09-12","no_email_solicitation":"FALSE","blocnote":"14 March 2025 Not in the office\r\n26 March 2025 VM\r\n31 March 2025 Retiring soon\n2026 May 08 call disconnected shortly after greeting, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:44-04:00","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":"Retiring","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Above 61 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A02213","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2022-08-16","pcl_status":"P","pcl_completion_date":"2012-01-11","pf1_status":"P","pf1_completion_date":"2012-05-29","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"debbie-wilson@hotmail.com","pcl_completion_date_5":"2017-01-11","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and disconnected shortly after the initial greeting and identity confirmation attempt. The agent asked if they were speaking with Debra, but there was no further conversation.","aitm_callsummarytitle":"Brief call, no conversation","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bf029b1f204d3a2eac240907011","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bf029b1f204d3a2eac240907011","number_of_calls_reached":"1"}},"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":"2021-04-05","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","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"5321","email":"stephanielavoie047@gmail.com","first_name":"St\u00e9phanie","last_name":"Lavoie","phone":"4507873411","orgname":"Air Liquide","customer_acct_name":"Air Liquide","tags":"CSV imported, 250205 AST Members, NPIdealed, 250903 Update AST from Mem Portal, npiAlert20, AI Contacts sent to TM 2026, 251120 changed int_code to 99","ip4":"0.0.0.0","fields":{"do_id":"AST1937","province":"QC","full_name":"St\u00e9phanie Lavoie","language":"French","origin":"2023 lapsed Members","domain_1":"","attended_webinar":"No","lapsed_expiration_date":"2023-06-02","individual_id":"182934","time_zone":"2","area_code":"450","region":"QC","lead_status":"Renewed APX","last_engaged_date":"2024-12-16","old_do_id":"LB2501485","members_type":"AST","city_1":"St-Hubert","phone_2":"5145061690","new_member_date_2":"2021-04-06","pipeline_1_lapsed_members":"Renewed lapsed","no_email_solicitation":"False","pds_march":"7","date_of_renewal_identification":"2025-11-06","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","intcode":"06","blocnote":"22 mai 2026 bv appeler 514-384-4281-p.13221-12421-12221","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T11:30:00-04:00","sendpreexpirationemail":"2025-05-21T10:21:00-04:00","value_help_with_complex":"No","old_int_code":"99","email2":"stephanielavoie047@gmail.com","pds_may":"7","regular_email_change_date":"2025-07-31T10:38:02-04:00","placeholder_email_change_date":"2025-07-31T10:40:16-04:00","pds_july":"7","paid_thru":"2026-11-30","pds_august":"7","temp_do_id_for_auto_old_do_id":"AST1937","temp_intcode_for_auto_old_int_code":"06","pds_september":"7","last_infoline_date_type":"2024-04-29","last_act_type":"2025-04-11","telemarketing_call_date":"2026-05-22","pcl_status":"P","pcl_completion_date":"2011-10-12","pf1_status":"P","pf1_completion_date":"2014-05-05","pf2_status":"P","pf2_completion_date":"2014-12-17","number_of_passed_courses":"3","pds_october":"7","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:35-05:00","pds_november":"7","npi_email_temp":"stephanielavoie047@gmail.com","pcl_completion_date_5":"2016-10-12","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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":"2022-12-02","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","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"9869","email":"sarah@komplete.ca","first_name":"Sarah","last_name":"Bittorf","phone":"7806195594","orgname":"Komplete Modular Solutions Ltd.","customer_acct_name":"Komplete Modular Solutions Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01750","province":"AB","full_name":"Sarah Bittorf","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-03-06","domain_1":"komplete.ca","lapsed_expiration_date":"2022-05-03","individual_id":"286420","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500240","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 20 2025 vm Aug 26 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T10:35:00-05:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01750","temp_intcode_for_auto_old_int_code":"6","organization_id":"286421","last_infoline_date_type":"2020-04-12","last_act_type":"2021-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sarah@komplete.ca","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29519","email":"barb@driscollfarms.ca","first_name":"Barb","last_name":"Driscoll","phone":"5195887527","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":"AST0399","full_name":"Barb Driscoll","members_type":"AST","city_1":"Moorefield","province":"ON","language":"English","phone_2":"5195887527","lead_status":"Member","new_member_date_2":"2023-05-08","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"324653","no_email_solicitation":"False","area_code":"519","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T14:14:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T14:33:00-04:00","blocnote":"21 May 2025 Completed","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","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":"AST0399","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-04-30","telemarketing_call_date":"2025-05-21","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:31-05:00","npi_email_temp":"barb@driscollfarms.ca","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30"}},"seriesid":"163"}
{"contact":{"id":"6847","email":"abane@grayridge.com","first_name":"Kellie","last_name":"Rowe","phone":"5192450480","orgname":"L H Gray\/Sparks Eggs Inc.","customer_acct_name":"L H Gray\/Sparks Eggs Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01938","extension_phone_1":"541","full_name":"Kellie Rowe","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-11-28","domain_1":"grayridge.com","individual_id":"283386","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501844","time_zone":"2","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01938","organization_id":"283384.0","members_type":"CORP","intcode":"24","blocnote":"LN Oct 15 2025 Kellie Rowe is no longer there, she is retired, Angeline Bane is in  the position now. She is a member but would like to convert membership to the company.","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T11:05:00-04:00","temp_intcode_for_auto_old_int_code":"24","regular_email_change_date":"2025-10-15T11:04:29-04:00","sendapplicationform":"2025-10-15T11:05:00-04:00","old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"abane@grayridge.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31"}},"seriesid":"163"}
{"contact":{"id":"8220","email":"catanndrysdale@hotmail.com","first_name":"Cathy","last_name":"Drysdale","phone":"4036020274","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02583","city_1":"AST","full_name":"Cathy Drysdale","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2004-03-31","individual_id":"73578","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502968","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","members_type":"AST","new_member_date_2":"2004-03-31","no_email_solicitation":"False","province":"AB","time_zone":"4","paid_thru":"2020-03-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail or gatekeeper, contact not available.\n2026 May 11 call reached voicemail, contact not available\n2026 May 11 call reached voicemail, contact not available\n2026 May 13 call reached voicemail, no contact available\n2026 May 13 contact not available, voicemail reached\n2026 May 15 call reached voicemail, no conversation\n2026 May 15 call reached voicemail, no contact available","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:42-04:00","temp_do_id_for_auto_old_do_id":"L25A02583","temp_intcode_for_auto_old_int_code":"06","phone_2":"4036020274","last_act_type":"2019-02-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"catanndrysdale@hotmail.com","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach the contact, but it went to voicemail and the contact was not available to speak.","aitm_callsummarytitle":"Voicemail reached, no contact available","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_003f3f371d0a8c806abd46fb67b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_003f3f371d0a8c806abd46fb67b","mini_nps":"3","onesentencenotrenewed":"Contact was not available to speak.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"03","astotherreasonsnottorenew":"Contact not available to discuss renewal.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"8434","email":"mariaocampoltn@gmail.com","first_name":"Maria","last_name":"Ocampo","phone":"8888584422","orgname":"PDG","customer_acct_name":"PDG","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07361","full_name":"Maria Ocampo, Non-CPA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"297325","area_code":"888","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-03-30","old_do_id":"LB2502280","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","province":"BC","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2021-01-29","temp_do_id_for_auto_old_do_id":"L25C07361","phone_2":"6048897224","last_act_type":"2021-01-28","number_of_passed_courses":"0","intcode":"06","blocnote":"NOv 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T09:13:00-05:00","temp_intcode_for_auto_old_int_code":"06","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"mariaocampoltn@gmail.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"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":"2020-07-10","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","latest_paid_thru":"2021-09-30"}},"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":"2027-04-30","new_member_date_2":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2507164","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-12","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\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"5493","email":"msimoes@devencore.com","first_name":"Marta","last_name":"Simoes","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":"L25O01795","province":"QC","extension_phone_1":"246","full_name":"Marta Simoes","language":"English","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":"112285","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501572","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:13:00-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01795","temp_intcode_for_auto_old_int_code":"6","organization_id":"191193","pds_august":"7","pds_september":"7","last_infoline_date_type":"2021-04-02","last_act_type":"2021-04-02","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"msimoes@devencore.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5528","email":"vtilli@calkogroup.com","first_name":"Vince","last_name":"Tilli","phone":"5144951531","orgname":"Calko Canada Inc.","customer_acct_name":"Calko Canada Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01742","province":"QC","extension_phone_1":"204","full_name":"Vince Tilli","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2016-04-22","domain_1":"calkogroup.com","attended_webinar":"No","lapsed_expiration_date":"2022-06-02","individual_id":"242830","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501591","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T10:21:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01742","temp_intcode_for_auto_old_int_code":"6","organization_id":"242829","last_infoline_date_type":"2017-04-19","last_act_type":"2021-05-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vtilli@calkogroup.com","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"65295","no_email_solicitation":"False","pds_march":"2","time_zone":"5","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T12:19:00-04:00","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":"06","pds_september":"2","last_infoline_date_type":"2019-09-10","last_act_type":"2026-04-17","telemarketing_call_date":"2026-05-01","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":"99","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"10397","email":"jessica____park@hotmail.com","first_name":"Jessica","last_name":"Park","phone":"4036197942","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07482","full_name":"Jessica Park","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"294619","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503222","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2021-10-31","new_member_date_2":"2020-11-10","temp_do_id_for_auto_old_do_id":"L25C07482","phone_2":"4036197942","last_act_type":"2020-06-11","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T12:29:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jessica____park@hotmail.com","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"seriesid":"163"}
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{"contact":{"id":"29521","email":"lucie@smpeltier.com","first_name":"Lucie","last_name":"Th\u00e9riault","phone":"4506235435","orgname":"Soudure et M\u00e9canique Peltier Inc.","customer_acct_name":"Soudure et M\u00e9canique Peltier Inc.","tags":"250205 AST Members, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25A01672","full_name":"Lucie Th\u00e9riault","members_type":"AST","city_1":"Pointe-Calumet","province":"QC","language":"French","phone_2":"4388865435","lead_status":"Lapsed Member","new_member_date_2":"2023-03-16","pipeline_2_members_only_ast":"","individual_id":"271054","no_email_solicitation":"False","area_code":"450","time_zone":"2","old_do_id":"AST1401","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"20 mai 2025 pas au bureau rappeler demain a 9 am\r\n21 mai 2025 bv\r\n22 mai 2025 bv\r\ncompleter 27 mai 2025 ne veut pas renouveler car satisfaite avec le logiciel que l'entreprise poss\u00e8de et quitter ss que le courrier ne soit rendu\n2026 May 08 callback scheduled for Monday at 10:00 - contact not available","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:02-04:00","sendpreexpirationemail":"2025-05-27T09:33:00-04:00","mini_nps":"3","onesentencenotrenewed":"Contact was not available and requested a callback.","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","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01672","temp_intcode_for_auto_old_int_code":"10","last_infoline_date_type":"2025-12-02","last_act_type":"2025-12-02","pcl_status":"P","pcl_completion_date":"2019-02-17","pf1_status":"P","pf1_completion_date":"2019-03-18","pf2_status":"P","pf2_completion_date":"2019-04-15","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"lucie@smpeltier.com","pcl_completion_date_5":"2024-02-17","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:02-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_call_back_date_and_time":"2026-05-11T10:00:00-04:00","npi_call_back_time_hour":"10","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent called to speak with Lucie but was informed she was not available. The agent scheduled a callback for Monday at 10:00 AM and ended the call courteously.","aitm_callsummarytitle":"Callback Scheduled for Unavailable Contact","notrenewedwanttorenew":"No","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"6","astotherreasonsnottorenew":"Contact was not available to discuss renewal.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1759e0299d207d237e2c2488320","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1759e0299d207d237e2c2488320"}},"seriesid":"163"}
{"contact":{"id":"16677","email":"novzgwen@yahoo.com","first_name":"Nova","last_name":"Silagan","phone":"4033769122","orgname":"Nova Corp.","customer_acct_name":"Nova Corp.","tags":"Fixed deal, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Nova Silagan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","do_id":"L25C07427","individual_id":"295529","time_zone":"4","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-17","old_do_id":"LB2500120","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","paid_thru":"2021-11-30","new_member_date_2":"2020-12-02","temp_do_id_for_auto_old_do_id":"L25C07427","phone_2":"4033769122","last_act_type":"2020-02-12","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":"novzgwen@yahoo.com","pcl_completion_date_5":"2026-02-21","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"6706","email":"reema.grewal@shaw.ca","first_name":"Reema","last_name":"Grewal","phone":"4032967848","orgname":"Suncor Energy Inc.","customer_acct_name":"Suncor Energy Inc.","tags":"CSV imported, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Reema Grewal, PCP","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-03-07","region":"CDN","lead_status":"Not Relevant","old_do_id":"LB2506930","pipeline_1_lapsed_members":"","canceldate":"2020-06-01","province":"AB","individual_id":"57475","cpa_certification":"PCP","cert_status":"ACTIVE","time_zone":"4","organization_id":"6226","members_type":"CORP","new_member_date_2":"2018-03-07","pipeline_2_members_only_ast":"","pds_july":"12","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2506930","pds_august":"12","phone_2":"4032857322","pds_september":"12","last_infoline_date_type":"2026-04-23","last_conf_date_type":"2024-06-19","last_act_type":"2026-04-05","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-09-26","number_of_passed_courses":"1","pds_october":"12","trc":"True","wera":"False","pds_november":"12","npi_email_temp":"reema.grewal@shaw.ca","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"300508","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T10:02:00-04:00","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":"06","last_conf_date_type":"2026-06-02","last_act_type":"2026-04-28","telemarketing_call_date":"2026-05-06","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":"31","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","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"29537","email":"christianed@xpertek.ca","first_name":"Christiane","last_name":"Duchesne","phone":"6134433330","orgname":"Xpertek Construction","customer_acct_name":"Xpertek Construction","tags":"payroll.ca visited, 250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0403","full_name":"Christiane Duchesne","members_type":"AST","city_1":"Embrun","province":"ON","language":"English","phone_2":"6133553401","lead_status":"Renewed APX","new_member_date_2":"2017-09-21","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"256375","no_email_solicitation":"False","pds_march":"2","area_code":"613","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T14:32:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T11:58:00-04:00","blocnote":"May 5 2026 vm","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"Yes","last_engaged_date":"2025-12-09","pipeline_1_lapsed_members":"","pds_may":"2","old_int_code":"31","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":"AST0403","temp_intcode_for_auto_old_int_code":"06","pds_september":"2","last_infoline_date_type":"2024-01-26","last_act_type":"2025-08-25","telemarketing_call_date":"2026-05-05","pcl_status":"P","pcl_completion_date":"2018-01-07","number_of_passed_courses":"1","pds_october":"2","trc":"True","wera":"False","sendaidate":"2025-12-08T10:50:40-05:00","pds_november":"2","sendaigeneral":"2025-12-08T10:50:00-05:00","senddecemberemail":"2025-12-08T10:50:39-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"4","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"christianed@xpertek.ca","pcl_completion_date_5":"2023-01-07","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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":"2022-04-10","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","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"8233","email":"abida612@gmail.com","first_name":"Abida","last_name":"Khatoon","phone":"9054626793","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":"Abida Khatoon","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"308972","region":"CDN","lead_status":"Refused","old_do_id":"L25C06817","members_type":"CAND","province":"ON","area_code":"905","time_zone":"2","phone_2":"9054626793","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T09:08:00-05:00","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","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","mini_nps":"9","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","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 6 2025 completed without renewal ( she is not doing payroll anymore)\r\nnote: she didnt answer any of the quesions because she doesnt remember anythign about her membership","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2022-01-14","temp_do_id_for_auto_old_do_id":"LB2504152","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-13","pcl_status":"P","pcl_completion_date":"2022-05-01","number_of_passed_courses":"1","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","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"1","trc":"True","wera":"False","do_id":"LB2504152","npi_email_temp":"abida612@gmail.com","pcl_completion_date_5":"2027-05-01","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"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, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Randel Herd","language":"English","origin":"Lapsed Spring 2024","individual_id":"287959","region":"CDN","lead_status":"Refused","old_do_id":"L25A02162","members_type":"AST","province":"WA","area_code":"425","time_zone":"5","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"14 March 2025 Survey completed\n2026 May 08 contact declined renewal because retired and no longer working in payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","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":"4","age_range":"61+","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":"2023-06-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"randel_herd@hotmail.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent spoke with Randel regarding his lapsed Associate membership with the National Payroll Institute. Randel answered survey questions about his initial reason for joining, satisfaction, and age range, but declined to renew because he is retired and no longer working in payroll. The call ended politely after the agent thanked him for his time.","aitm_callsummarytitle":"Declined Renewal Due to Retirement","onesentencenotrenewed":"The contact is retired and no longer working in payroll.","initialvalue":"Help with Complex","astotherreasonsnottorenew":"I'm retired.","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c0038ee754da211714abbe980cb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c0038ee754da211714abbe980cb","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8491","email":"alison@globalpetfoodsnb.com","first_name":"Alison","last_name":"Kelly","phone":"5068501671","orgname":"Kelly Nutritious Pet Foods Inc.","customer_acct_name":"Kelly Nutritious Pet Foods Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"LB2501913","full_name":"Alison Kelly, CPHR","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-06-20","domain_1":"globalpetfoodsnb.com","individual_id":"277319","area_code":"506","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"C15836","time_zone":"1","province":"NB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"LB2501913","organization_id":"277340","pds_august":"1","pds_september":"1","last_act_type":"2019-08-10","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"alison@globalpetfoodsnb.com","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31","company_paid_thru":"2020-05-31","corp_cancel_date":"2020-07-15","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8161","email":"auraionescu@yahoo.com","first_name":"Aura","last_name":"Ionescu","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502852","full_name":"Aura Ionescu","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2009-04-14","individual_id":"143575","region":"CDN","lead_status":"Refused","old_do_id":"C16327","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","paid_thru":"2020-03-31","new_member_date_2":"2009-04-14","temp_do_id_for_auto_old_do_id":"LB2502852","temp_intcode_for_auto_old_int_code":"21","phone_2":"6043318451","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2009-06-18","pf1_status":"P","pf1_completion_date":"2009-11-17","pf2_status":"P","pf2_completion_date":"2010-04-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-01-14","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"auraionescu@yahoo.com","pcl_completion_date_5":"2014-06-18","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31"}},"seriesid":"163"}
{"contact":{"id":"17215","email":"dtew@tempel.com","first_name":"Diane","last_name":"Tew","phone":"9053153393","orgname":"Tempel Canada Company","customer_acct_name":"Tempel Canada Company","tags":"Fixed deal, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Diane Tew","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2022-06-17","domain_1":"tempel.com","attended_webinar":"Yes","do_id":"LB2502054","members_type":"PRO","time_zone":"2","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"C16169","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-01-06","individual_id":"21063","cpa_certification":"CPM","cert_status":"WITHDRAWN","intcode":"21","blocnote":"May 26 2025 Survey completed Diane is in Human resources now. The person in payroll is Carmen Radut. Diane says Carmen has her own NPI id number.","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T15:46:00-04:00","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","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am in Human resources in the company now.","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","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"6","paid_thru":"2020-10-31","new_member_date_2":"1998-11-18","temp_do_id_for_auto_old_do_id":"LB2502054","temp_intcode_for_auto_old_int_code":"21","pds_august":"6","phone_2":"2892388800","pds_september":"6","last_infoline_date_type":"2025-07-03","last_act_type":"2025-07-03","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"dtew@tempel.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31"}},"seriesid":"163"}
{"contact":{"id":"8556","email":"marva.campbellg@gmail.com","first_name":"Marva","last_name":"Campbell","phone":"9057890275","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Marva Campbell, PLP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-11","individual_id":"178838","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"LB2506331","time_zone":"2","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","date_of_renewal_identification":"","canceldate":"2022-10-11","cert_status":"ACTIVE","cpa_certification":"CPM","paid_thru":"2026-11-30","new_member_date_2":"2023-12-15","temp_do_id_for_auto_old_do_id":"LB2506331","phone_2":"6477741978","last_infoline_date_type":"2023-12-04","last_act_type":"2026-04-05","pcl_status":"P","pcl_completion_date":"2011-04-07","pf1_status":"P","pf1_completion_date":"2011-07-28","pf2_status":"P","pf2_completion_date":"2011-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-05-23","number_of_passed_courses":"4","intcode":"21","temp_intcode_for_auto_old_int_code":"21","trc":"False","wera":"False","pipeline_2_members_only_ast":"","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_int_code":"99","npi_email_temp":"marva.campbellg@gmail.com","pcl_completion_date_5":"2016-04-07","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"16610","email":"mkuppal0705@gmail.com","first_name":"Manjinder","last_name":"Kaur","phone":"5144301312","orgname":"","customer_acct_name":"","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"province":"ON","full_name":"Manjinder Kaur","language":"English","origin":"2023 lapsed Members","do_id":"L25C06798","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501547","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","individual_id":"309119","paid_thru":"2022-12-31","new_member_date_2":"2022-01-20","temp_do_id_for_auto_old_do_id":"L25C06798","phone_2":"5144301312","last_act_type":"2022-08-15","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"F","pf1_completion_date":"2022-11-09","number_of_passed_courses":"1","intcode":"06","blocnote":"NOv 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:45:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"mkuppal0705@gmail.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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","latest_paid_thru":"2021-10-31"}},"seriesid":"163"}
{"contact":{"id":"5284","email":"claire.ruimy@federationcja.org","first_name":"Claire","last_name":"Ruimy","phone":"5147341692","orgname":"Federation CJA","customer_acct_name":"Federation CJA","tags":"CSV imported, F24 Webinar registration QC, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Claire Ruimy","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2003-11-27","domain_1":"federationcja.org","attended_webinar":"No","lapsed_expiration_date":"2003-11-27","individual_id":"307752","time_zone":"2","area_code":"514","region":"QC","lead_status":"Renewed Lapsed","last_engaged_date":"2025-05-16","old_do_id":"L25O00231","members_type":"CAND","new_member_date_2":"2025-06-02","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-02-20T09:31:00-05:00","blocnote":"7 1 25 BV VA SE R?ABOBBER ET VEUT RECEVOIR LES DATES POUR SON DERNIER COURS SCPQ en COMPTABILIT?, je lui ai donn? le t?l INP 19 2 25 No 307752 A oubli?, va le faire, doc renvoy?","canceldate":"2024-05-02","date_of_renewal_identification":"2025-06-12","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2504787","temp_intcode_for_auto_old_int_code":"99","phone_2":"5146629056","last_infoline_date_type":"2026-10-04","last_act_type":"2026-10-04","pcl_status":"P","pcl_completion_date":"2022-06-20","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2023-07-24","number_of_passed_courses":"3","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"claire.ruimy@federationcja.org","pcl_completion_date_5":"2027-06-20","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31"}},"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":{"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":"2024-06-09","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","latest_paid_thru":"2025-08-31"}},"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, AI Contacts sent to TM 2026, 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":"2026-05-26","last_act_type":"2026-05-26","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","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"29048","email":"wanyi_x@hotmail.com","first_name":"Wan","last_name":"Xie","phone":"5194571111","orgname":"QZee Business & Services Inc.","customer_acct_name":"QZee Business & Services Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1564","full_name":"Wan Yi Xie","members_type":"AST","city_1":"London","province":"ON","language":"English","phone_2":"5192005248","lead_status":"Renewed APX","new_member_date_2":"2018-01-12","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"259406","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"519","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:26:00-04:00","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":"AST1564","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-12-31","telemarketing_call_date":"2026-05-01","pcl_status":"P","pcl_completion_date":"2018-04-17","pf1_status":"P","pf1_completion_date":"2018-07-16","pf2_status":"P","pf2_completion_date":"2018-10-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-09-23","sendaigeneral":"2025-10-30T11:05:00-04:00","sendoctoberemail":"2025-10-30T11:05:36-04:00","sendaidate":"2025-10-30T11:05:37-04:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-30T11:07:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"99","number_of_passed_courses":"4","trc":"True","wera":"False","date_of_renewal_identification":"2026-01-04","npi_email_temp":"wanyi_x@hotmail.com","pcl_completion_date_5":"2023-04-17","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"10361","email":"danielleorrica@gmail.com","first_name":"Danielle","last_name":"Orrica","phone":"2262012836","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":"L25C07623","full_name":"Danielle Orrica","language":"English","origin":"Lapsed Spring 2024","individual_id":"316371","area_code":"226","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502392","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"2262012836","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","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","paid_thru":"2023-08-31","new_member_date_2":"2022-09-06","temp_do_id_for_auto_old_do_id":"L25C07623","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-05-09","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"F","pf1_completion_date":"2023-04-30","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"5","trc":"True","wera":"False","npi_email_temp":"danielleorrica@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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":"2022-09-02","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","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"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":{"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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"6003","email":"marshashebert@gmail.com","first_name":"Marsha","last_name":"Hebert, Rpt","phone":"5878928923","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"city_1":"AST","full_name":"Marsha Hebert, RPT","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-05-13","individual_id":"275946","region":"CDN","lead_status":"Refused","old_do_id":"L25A02563","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-07-03","members_type":"AST","new_member_date_2":"2019-05-13","no_email_solicitation":"False","province":"AB","time_zone":"4","paid_thru":"2020-04-30","intcode":"01","blocnote":"Aug 13 2025 vm\n2026 May 08 voicemail reached, no contact made\n2026 May 08 voicemail reached, no conversation\n2026 May 11 call reached voicemail answered by Heidi\n2026 May 11 voicemail reached, no human contact\n2026 May 13 call reached voicemail answered by Heidi, intended contact Marsha not reached\n2026 May 13 contact declined to renew membership citing no longer working in payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T15:08:27-04:00","temp_do_id_for_auto_old_do_id":"L25A02563","temp_intcode_for_auto_old_int_code":"01","phone_2":"5878928923","last_act_type":"2019-10-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"marshashebert@gmail.com","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","called_by":"Tri","aitm_status_called":"2026-05-13T15:26:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The agent spoke with Marsha regarding her lapsed Associate membership with the National Payroll Institute. Marsha answered the survey questions but declined to renew her membership, citing that she is no longer working in payroll. The call ended politely with no further action taken.","aitm_callsummarytitle":"Membership Non-Renewal Call with Marsha","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_2d5f93b88bb31f0604f640450be","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2d5f93b88bb31f0604f640450be","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"No, because I am no longer working in payroll.","initialvalue":"Help with Complex","age_range":"46-60","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"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":"2024-12-08","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","latest_paid_thru":"2025-06-30"}},"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, TMAI","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":"06","blocnote":"May 13 2025 vm\r\nJuly 16 2025 no answer\r\nLN Sept 25 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 reached voicemail, no conversation\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made.\n2026 May 15 call went to voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25A02398","temp_intcode_for_auto_old_int_code":"06","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","latest_paid_thru":"2021-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:30-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"5","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_17b05496f6c4727bca42dd43b9b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_17b05496f6c4727bca42dd43b9b","mini_nps":"3","onesentencenotrenewed":"No interaction as 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"}},"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":"2020-03-11","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","latest_paid_thru":"2021-10-31"}},"seriesid":"163"}
{"contact":{"id":"8321","email":"capek_david@clburlington.ca","first_name":"David","last_name":"Capek","phone":"9053362225","orgname":"Community Living Burlington","customer_acct_name":"Community Living Burlington","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00049","province":"ON","full_name":"David Capek","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-01-16","domain_1":"clburlington.ca","lapsed_expiration_date":"2023-03-02","individual_id":"35839","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETO00390","time_zone":"2","members_type":"CORP","new_member_date_2":"2014-11-05","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 12 2025 David Capek no longer there. Call back tomorrow ask for Heather Martel\r\nMay 13 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T11:28:00-05:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00049","temp_intcode_for_auto_old_int_code":"6","organization_id":"259612","pds_august":"1","extension_phone_1":"230","phone_2":"4165709604","pds_september":"1","last_infoline_date_type":"2022-03-24","last_act_type":"2023-02-17","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"capek_david@clburlington.ca","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"234596","canceldate":"2016-07-05","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"May 1 2026 completed with one email sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:25:00-04:00","intcode":"31","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":"31","cert_status":"PENDING","cpa_certification":"PCP","last_conf_date_type":"2022-06-07","last_act_type":"2026-06-03","telemarketing_call_date":"2026-05-01","sendaigeneral":"2026-05-01T11:25:00-04:00","sendoctoberemail":"2025-10-16T11:14:39-04:00","sendaidate":"2026-05-01T11:25:31-04:00","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":"99","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":"True","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","latest_paid_thru":"2027-01-31","sendaiemail":"2026-05-01T11:25:30-04:00","resourceaware":"No","resourcevisitedselfreport":"","last_engaged_date":"2026-05-01"}},"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":"2022-05-04","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","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"29522","email":"melissa@ddcllp.ca","first_name":"Melissa","last_name":"Makarenko","phone":"7808147474","orgname":"Deverdenne Davis Cyr LLP","customer_acct_name":"Deverdenne Davis Cyr LLP","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":"AST0895","full_name":"Melissa Makarenko","members_type":"AST","city_1":"Grande Prairie","province":"AB","language":"English","lead_status":"Renewed APX","last_engaged_date":"2025-12-01","new_member_date_2":"2019-09-06","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"46795","canceldate":"2015-01-06","no_email_solicitation":"False","pds_march":"5","area_code":"780","time_zone":"4","blocnote":"Dec 16 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T12:27:00-05:00","intcode":"16","value_help_with_complex":"No","pipeline_1_lapsed_members":"","pds_may":"5","pds_july":"5","paid_thru":"2026-08-31","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":"AST0895","temp_intcode_for_auto_old_int_code":"16","pds_september":"5","last_infoline_date_type":"2025-07-02","last_act_type":"2025-08-19","telemarketing_call_date":"2025-12-16","number_of_passed_courses":"0","pds_october":"5","old_int_code":"12","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:12-05:00","pds_november":"5","npi_email_temp":"melissa@ddcllp.ca","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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":"2021-01-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sredekop10@gmail.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"5304","email":"flmontreal28@gmail.com","first_name":"France","last_name":"Laplante","phone":"5147081604","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":"L25A02271","province":"QC","full_name":"France Laplante","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2021-12-08","attended_webinar":"No","lapsed_expiration_date":"2023-02-02","individual_id":"307951","time_zone":"2","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2502839","members_type":"AST","area_code":"514","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","new_member_date_2":"2021-12-08","no_email_solicitation":"FALSE","intcode":"15","blocnote":"23 avril 2025 bv\r\ncompleter 24 avril 2025\n2026 May 08 call ended due to inactivity, no clear communication with contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:49-04:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A02271","temp_intcode_for_auto_old_int_code":"15","phone_2":"5147081604","last_act_type":"2021-08-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"flmontreal28@gmail.com","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach the contact named France but received only inaudible responses and no clear communication. The call ended due to inactivity without completing any survey or renewal discussion.","aitm_callsummarytitle":"Call ended due to inactivity without contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_783d8063828ca9848c03d6ef018","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_783d8063828ca9848c03d6ef018","number_of_calls_reached":"1"}},"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, TMAI","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\n2026 May 08 call reached voicemail, message left\n2026 May 08 voicemail reached, message left\n2026 May 11 voicemail reached, message left\n2026 May 11 voicemail reached, message left\n2026 May 13 call reached voicemail, message left\n2026 May 13 voicemail reached, message left for Usha\n2026 May 15 voicemail reached, message left\n2026 May 15 voicemail reached, message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:44-04:00","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","latest_paid_thru":"2020-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:30-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent called Usha but reached voicemail and left a message before ending the call.","aitm_callsummarytitle":"Voicemail reached, message left","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_79865184363468e1c2ec0d31e9a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_79865184363468e1c2ec0d31e9a"}},"seriesid":"163"}
{"contact":{"id":"6651","email":"xun.lisa.li@gmail.com","first_name":"Xun","last_name":"Li","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502847","full_name":"Xun Li","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2008-03-03","individual_id":"127904","region":"CDN","lead_status":"Refused","old_do_id":"C16317","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","paid_thru":"2020-02-29","new_member_date_2":"2008-03-03","temp_do_id_for_auto_old_do_id":"LB2502847","temp_intcode_for_auto_old_int_code":"21","phone_2":"6044982218","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2008-05-23","pf1_status":"P","pf1_completion_date":"2008-08-14","pf2_status":"P","pf2_completion_date":"2008-11-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-08-14","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"xun.lisa.li@gmail.com","pcl_completion_date_5":"2013-05-23","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29"}},"seriesid":"163"}
{"contact":{"id":"5309","email":"ktrfesther@gmail.com","first_name":"Esther","last_name":"Kouadio","phone":"4502783933","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07391","full_name":"Esther Kouadio","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"295885","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2504093","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","province":"NB","time_zone":"1","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2021-01-04","temp_do_id_for_auto_old_do_id":"L25C07391","phone_2":"4502783933","last_act_type":"2021-12-01","pcl_status":"P","pcl_completion_date":"2021-04-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ktrfesther@gmail.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"5461","email":"finance@braylarouche.com","first_name":"Julie","last_name":"Matteau","phone":"5148452114","orgname":"Bray, Larouche et Associ\u00e9s","customer_acct_name":"Bray, Larouche et Associ\u00e9s","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01799","province":"QC","full_name":"Julie Matteau","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2016-01-08","domain_1":"braylarouche.com","attended_webinar":"No","lapsed_expiration_date":"2022-03-02","individual_id":"210191","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501555","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T10:12:00-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01799","temp_intcode_for_auto_old_int_code":"6","organization_id":"123491","phone_2":"5148354667","last_infoline_date_type":"2021-01-20","last_act_type":"2021-01-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"finance@braylarouche.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"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, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Kristine Gray","language":"English","origin":"Lapsed Spring 2024","domain_1":"brightlybookkeeping.ca","individual_id":"284875","area_code":"613","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"L25A02178","time_zone":"2","province":"ON","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","new_member_date_2":"2020-01-20","no_email_solicitation":"FALSE","intcode":"01","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\n2026 May 08 contact no longer owns business and is not a member anymore","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:50-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25A02178","temp_intcode_for_auto_old_int_code":"01","phone_2":"6136680044","last_infoline_date_type":"2022-04-05","last_act_type":"2022-04-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kristine@brightlybookkeeping.ca","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted Kristine regarding her lapsed Associate membership with the National Payroll Institute. Kristine informed the agent that she no longer owns her business and is therefore not a member anymore. The call ended politely with no further questions answered.","aitm_callsummarytitle":"Membership lapsed - no longer owns business","notrenewedwanttorenew":"No","onesentencenotrenewed":"No longer owns the business, so not a member anymore.","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":"Neutral","retell_call_status":"ended","session_id":"call_c27505746559525a42024893abd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c27505746559525a42024893abd","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"6093","email":"monique2631@hotmail.com","first_name":"Monique","last_name":"Baird","phone":"2263475141","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02549","city_1":"AST","full_name":"Monique Baird","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-06-14","individual_id":"276993","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502941","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-08-05","members_type":"AST","new_member_date_2":"2019-06-14","no_email_solicitation":"False","province":"ON","time_zone":"2","paid_thru":"2020-05-31","intcode":"15","blocnote":"Aug 13 2025 vm\n2026 May 08 call started, brief introduction, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","temp_do_id_for_auto_old_do_id":"L25A02549","temp_intcode_for_auto_old_int_code":"15","phone_2":"2263475141","last_act_type":"2019-07-24","number_of_passed_courses":"0","old_int_code":"07","trc":"False","wera":"False","npi_email_temp":"monique2631@hotmail.com","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:58-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Monique and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. The call was very brief and ended shortly after the introduction without further conversation.","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","session_id":"call_f2ed5aca58892f586a6d7c0b8e4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f2ed5aca58892f586a6d7c0b8e4","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5438","email":"tclafond@outlook.com","first_name":"St\u00e9phanie","last_name":"Lafond","phone":"5148034502","orgname":"TCLafond","customer_acct_name":"TCLafond","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06729","province":"QC","full_name":"St\u00e9phanie Lafond","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2023-05-02","individual_id":"298773","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501542","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","paid_thru":"2023-02-28","new_member_date_2":"2021-03-12","temp_do_id_for_auto_old_do_id":"L25C06729","phone_2":"5148034502","last_act_type":"2022-02-16","number_of_passed_courses":"0","trc":"True","wera":"False","intcode":"06","blocnote":"lnc .21 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T09:52:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"tclafond@outlook.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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, TMAI","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":"16","blocnote":"May 20 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 vm\n2026 May 08 contact answered but no Bin at this number.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","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":"16","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","latest_paid_thru":"2021-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called a contact asking for Bin, but the person who answered said there is no Bin at that number. The agent thanked the person and ended the call.","aitm_callsummarytitle":"No Bin at Number","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No Bin at this number.","initialvalue":"Other","old_int_code":"08","othermemberbenefit":"No additional reasons given.","astotherreasonsnottorenew":"No Bin at this number.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e1b38bd62069d6bde9f2da92d8a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e1b38bd62069d6bde9f2da92d8a","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29152","email":"dpgreenellp@outlook.com","first_name":"Donna","last_name":"Greene","phone":"7057720492","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"May 4 2026 vm\r\nMay 6 2026 vm\r\nMay 13 2026 vm\r\nMay 19 2026 vm Holly\r\nMay 21 2026 vm\r\nMay 25 2026 vm\r\nMay 28 2026 vm\r\nJune 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T15:59:00-04:00","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":"2026-04-30","npi_email_temp":"dpgreenellp@outlook.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30"}},"seriesid":"163"}
{"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":"2025-02-10","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","latest_paid_thru":"2023-12-31"}},"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":"2022-07-03","last_act_type":"2022-07-03","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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"9987","email":"janeg.2001@gmail.com","first_name":"Jie","last_name":"Gong","phone":"9052762000","orgname":"Manpower Canada","customer_acct_name":"Manpower Canada","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02317","province":"ON","extension_phone_1":"1213","full_name":"Jie Gong","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"134022","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500723","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","cpa_certification":"CPM","new_member_date_2":"2008-08-20","no_email_solicitation":"FALSE","pds_march":"10","cert_status":"WITHDRAWN_CPE","phone_2":"4165266671","intcode":"03","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human answer\n2026 May 13 call reached voicemail, no human answered\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached automated menu, no message left, agent will call back later.\n2026 May 19 call reached voicemail, user declined to leave message.\n2026 May 19 call reached voicemail, no contact made.\n2026 May 21 reached voicemail, no human answered\n2026 May 21 call reached voicemail, no human interaction\n2026 May 25 call reached automated menu, unable to reach contact directly, call ended.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:07-04:00","pipeline_2_members_only_ast":"","pds_july":"10","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A02317","temp_intcode_for_auto_old_int_code":"03","pds_august":"10","pds_september":"10","last_infoline_date_type":"2021-12-02","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2008-12-06","pf1_status":"P","pf1_completion_date":"2009-03-14","pf2_status":"P","pf2_completion_date":"2009-07-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-10-09","number_of_passed_courses":"4","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"janeg.2001@gmail.com","pcl_completion_date_5":"2013-12-06","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31","called_by":"Tri","aitm_status_called":"2026-05-25T13:07:07-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"12","npi_transcriptsummary":"The call was an outbound attempt to reach a contact through an automated phone menu system. The agent was unable to find the correct option to reach the contact directly and ended the call after multiple failed attempts.","aitm_callsummarytitle":"Unable to reach contact - automated menu","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f58880819904e123acaf5cdf92b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f58880819904e123acaf5cdf92b","mini_nps":"3","onesentencenotrenewed":"Call reached voicemail, no conversation occurred.","initialvalue":"Other","othermemberbenefit":"No interaction to determine.","old_int_code":"06","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","number_of_calls_reached":"2"}},"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":"2021-05-10","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","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"16224","email":"nesk7@yahoo.com","first_name":"Nancy","last_name":"Oborne","phone":"5145995900","orgname":"Rona Inc.","customer_acct_name":"Rona Inc.","tags":"Fixed deal, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Nancy Oborne","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-01-28","time_zone":"2","area_code":"514","region":"CDN","lead_status":"Not Relevant","old_do_id":"LB2506623","members_type":"CORP","province":"QC","pipeline_1_lapsed_members":"","canceldate":"2022-04-02","individual_id":"285682","organization_id":"39774","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","new_member_date_2":"2020-02-10","temp_do_id_for_auto_old_do_id":"LB2506623","extension_phone_1":"4935","phone_2":"4505872822","last_act_type":"2025-04-17","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2020-12-27","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"nesk7@yahoo.com","pcl_completion_date_5":"2025-12-27","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"6573","email":"ifyetuka@gmail.com","first_name":"Ifunanya","last_name":"Etuka","phone":"2348030000","orgname":"Enugu North Local Government Council","customer_acct_name":"Enugu North Local Government Council","tags":"CSV imported, NPIdealed, npiPartnerAccount","ip4":"0.0.0.0","fields":{"do_id":"LB2502980","full_name":"Ifunanya Etuka","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"22-mai-20","individual_id":"288811","region":"CDN","lead_status":"Partner","old_do_id":"C17308","pipeline_1_lapsed_members":"","canceldate":"2021-07-03","members_type":"AST","new_member_date_2":"2020-05-22","no_email_solicitation":"FALSE","pipeline_2_members_only_ast":"","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"LB2502980","extension_phone_1":"0","phone_2":"2348030000","extension_phone_2":"0","last_act_type":"2021-03-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ifyetuka@gmail.com","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30"}},"seriesid":"163"}
{"contact":{"id":"6370","email":"erickonun@gmail.com","first_name":"Ubi","last_name":"Onun","phone":"7803578802","orgname":"The Home Depot Canada","customer_acct_name":"The Home Depot Canada","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503030","full_name":"Ubi Onun","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"16-d?c-09","individual_id":"162221","region":"CDN","lead_status":"Refused","old_do_id":"C17599","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-07-03","province":"AB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"4","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":"2009-12-16","temp_do_id_for_auto_old_do_id":"LB2503030","temp_intcode_for_auto_old_int_code":"21","phone_2":"7803578802","last_act_type":"2021-01-10","pcl_status":"P","pcl_completion_date":"2010-01-04","pf1_status":"F","pf1_completion_date":"2014-07-15","pf2_status":"P","pf2_completion_date":"2011-02-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-01-19","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"erickonun@gmail.com","pcl_completion_date_5":"2015-01-04","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30"}},"seriesid":"163"}
{"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","latest_paid_thru":"2021-09-30"}},"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":"2021-09-01","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","latest_paid_thru":"2021-12-31"}},"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":"2024-06-02","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","latest_paid_thru":"2024-12-31","company_paid_thru":"2017-08-31","corp_cancel_date":"2017-11-02","company_status":"I"}},"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, TMAI","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":"15","blocnote":"May 28 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 22 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call ended due to inactivity before conversation started","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:46-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00242","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent attempted to reach Jenaye but the call ended due to inactivity without any conversation taking place.","aitm_callsummarytitle":"Call ended due to inactivity before conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b2a99024769e947c6bf4a6601f9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b2a99024769e947c6bf4a6601f9","mini_nps":"3","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5432","email":"valery.querry@hotmail.com","first_name":"Val\u00e9rie","last_name":"Querry","phone":"8777772055","orgname":"Groupe Major","customer_acct_name":"Groupe Major","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06801","province":"QC","full_name":"Val\u00e9rie Querry","language":"English","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2023-03-02","individual_id":"297168","time_zone":"2","area_code":"877","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501539","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2021-01-26","temp_do_id_for_auto_old_do_id":"L25C06801","phone_2":"5148122065","last_infoline_date_type":"2022-10-05","last_act_type":"2022-10-05","pcl_status":"P","pcl_completion_date":"2021-06-14","pf1_status":"F","pf1_completion_date":"2021-12-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-03-17","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"valery.querry@hotmail.com","pcl_completion_date_5":"2026-06-14","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"29542","email":"michele.malman@calix.com","first_name":"Michele","last_name":"Malman","phone":"7077663011","orgname":"Calix Inc.","customer_acct_name":"Calix Inc.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST02798","full_name":"Michele Malman","members_type":"AST","city_1":"Petaluma","language":"English","lead_status":"Renewed AST","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"241358","no_email_solicitation":"False","area_code":"707","time_zone":"5","intcode":"06","blocnote":"May 5 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T12:42:00-04:00","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"Renewed lapsed","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST02798","temp_intcode_for_auto_old_int_code":"06","new_member_date_2":"2016-12-08","paid_thru":"2026-11-30","province":"CA","phone_2":"7077663011","last_act_type":"2026-02-02","telemarketing_call_date":"2026-05-05","number_of_passed_courses":"0","date_of_renewal_identification":"2026-02-06","trc":"False","wera":"False","npi_email_temp":"michele.malman@calix.com","old_do_id":"L25A02789","ln_entered_date":"2026-02-04","ai_entered_date":"2026-02-06","old_int_code":"99","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"18020","email":"jwelwood@momentumhealthware.com","first_name":"Jackie","last_name":"Welwood","phone":"5145660418","orgname":"Momentum Healthware, Inc","customer_acct_name":"Momentum Healthware, Inc","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"MB","extension_phone_1":"306","full_name":"Jackie Welwood","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1997-08-25","domain_1":"momentumhealthware.com","lapsed_expiration_date":"2022-11-02","do_id":"L25O01617","individual_id":"193383","time_zone":"3","area_code":"514","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500570","members_type":"CORP","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":"2025-12-11T11:36:00-05:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O01617","temp_intcode_for_auto_old_int_code":"6","organization_id":"12425","pds_august":"2","pds_september":"2","last_infoline_date_type":"2022-11-04","last_act_type":"2022-11-04","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"jwelwood@momentumhealthware.com","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"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":"2026-03-14","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","npi_email_temp":"cherylm9773@gmail.com","pcl_completion_date_5":"2023-08-05","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"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":"2023-07-09","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","latest_paid_thru":"2023-10-31"}},"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, TMAI","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":"15","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 vm\n2026 May 08 call connected to Debi Dawson, membership lapse discussed","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:59-04:00","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":"15","pds_august":"3","phone_2":"5196505441","pds_september":"3","last_conf_date_type":"2005-06-07","last_act_type":"2021-12-03","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","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:59-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was successfully connected to Debi Dawson, who confirmed her identity. The agent introduced themselves and began discussing the National Payroll Institute membership lapse and intended to ask questions about the membership experience.","aitm_callsummarytitle":"Membership Lapse Discussion with Debi Dawson","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not express interest in renewing during the call.","initialvalue":"Other","othermemberbenefit":"Not provided in transcript","old_int_code":"6","astotherreasonsnottorenew":"Not provided in transcript","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cdcb27abf362d077ac484e3fa5c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cdcb27abf362d077ac484e3fa5c","number_of_calls_reached":"1","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29218","email":"asolis@tpasc.ca","first_name":"Arianne","last_name":"Solis","phone":"4162833308","orgname":"Toronto Pan Am Sports Centre Inc.","customer_acct_name":"Toronto Pan Am Sports Centre Inc.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1338","full_name":"Arianne Solis, CHRP","members_type":"AST","city_1":"Scarborough","province":"ON","language":"English","lead_status":"Member","last_engaged_date":"2025-10-01","new_member_date_2":"2020-02-18","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"285851","no_email_solicitation":"False","pds_march":"1","area_code":"416","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:38:00-04:00","resources_tools_may":"1","pipeline_1_lapsed_members":"","pds_may":"1","pds_july":"1","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"2","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST1338","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_infoline_date_type":"2025-12-17","last_act_type":"2026-01-30","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:31-05:00","pds_november":"1","npi_email_temp":"asolis@tpasc.ca","date_of_renewal_identification":"2026-02-04","old_int_code":"99","ai_entered_date":"2026-02-04","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"5098","email":"jihane.costagliola@novasteel.ca","first_name":"Jihane","last_name":"Costagliola","phone":"5147890511","orgname":"Acier Nova Inc.","customer_acct_name":"Acier Nova Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02110","province":"QC","full_name":"Jihane Costagliola","language":"French","origin":"Lapsed Member","explicit_consent_date":"1999-04-01","domain_1":"novasteel.ca","attended_webinar":"No","lapsed_expiration_date":"1999-04-01","individual_id":"247006","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501371","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"5 juin 2025 tr\u00e8s difficile a rejoindre pr\u00e9f\u00e8re qu'on la contact par courriel","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T15:43:00-04:00","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02110","temp_intcode_for_auto_old_int_code":"6","organization_id":"24712","pds_august":"2","pds_september":"2","last_act_type":"2020-09-04","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"jihane.costagliola@novasteel.ca","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"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":{"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":"2024-03-01","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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"10368","email":"danielle_joy@hotmail.com","first_name":"Danielle","last_name":"Genge","phone":"4189654009","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":"Danielle Genge","language":"English","origin":"Lapsed Spring 2024","individual_id":"317706","region":"CDN","lead_status":"Refused","old_do_id":"L25C06564","members_type":"CAND","province":"QC","area_code":"418","time_zone":"2","phone_2":"4189654009","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"14 March 2025 VM\r\n27 March 2025 Survey completed - She changed her mind on taking the course and changed to something else other than payroll","dhmsfin_telemarketing_last_contacted_date":"2025-03-27T09:53:00-04:00","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 anymore","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":"2023-12-02","paid_thru":"2023-09-30","new_member_date_2":"2022-10-13","temp_do_id_for_auto_old_do_id":"LB2504871","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-10","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"1","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":"LB2504871","npi_email_temp":"danielle_joy@hotmail.com","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"16264","email":"marjoyal@hotmail.com","first_name":"Marlene","last_name":"Joyal","phone":"4039287533","orgname":"Prairie Rose School Division","customer_acct_name":"Prairie Rose School Division","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Marlene Joyal","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2012-06-22","do_id":"L25A02426","individual_id":"48911","time_zone":"3","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503016","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-08-04","members_type":"AST","new_member_date_2":"2012-06-22","no_email_solicitation":"FALSE","province":"AB","paid_thru":"2021-05-31","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","temp_do_id_for_auto_old_do_id":"L25A02426","temp_intcode_for_auto_old_int_code":"15","phone_2":"4039287533","blocnote":"LN \/ 01 October 2025 VM\n2026 May 08 call disconnected early, no conversation","last_infoline_date_type":"2024-05-31","last_conf_date_type":"2016-06-15","last_act_type":"2024-05-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"marjoyal@hotmail.com","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and disconnected shortly after the agent attempted to speak. There was no meaningful conversation or task completion.","aitm_callsummarytitle":"Call disconnected early","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Call disconnected before any discussion or renewal intent.","initialvalue":"Other","othermemberbenefit":"Call disconnected before reason could be provided.","old_int_code":"6","astotherreasonsnottorenew":"Call disconnected before reason could be provided.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_712e464ab4c7eb6b4ced581457d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_712e464ab4c7eb6b4ced581457d","number_of_calls_reached":"1"}},"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":"2022-02-09","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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"16698","email":"hr@zestcommunities.com","first_name":"Candace","last_name":"Kydd","phone":"9055264880","orgname":"Zest Communities Inc.","customer_acct_name":"Zest Communities Inc.","tags":"payroll.ca visited, Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"extension_phone_1":"204","full_name":"Candace Kydd","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-06-19","domain_1":"zestcommunities.com","attended_webinar":"Yes","do_id":"L25O02053","individual_id":"277302","members_type":"CORP","time_zone":"2","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501885","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T13:37:00-04:00","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"L25O02053","temp_intcode_for_auto_old_int_code":"6","organization_id":"277300","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hr@zestcommunities.com","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31","company_paid_thru":"2020-05-31","corp_cancel_date":"2020-08-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"17564","email":"janebergel@icloud.com","first_name":"Jane","last_name":"Bergel","phone":"4165761899","orgname":"SlotLabel Inc.","customer_acct_name":"SlotLabel Inc.","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Jane Bergel","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","do_id":"L25A02342","individual_id":"225232","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2500740","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","new_member_date_2":"2014-05-06","no_email_solicitation":"FALSE","intcode":"15","blocnote":"May 27 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 21 2025 vm\r\nLN Oct 30 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call went to voicemail, no contact reached\n2026 May 11 Agent reached Jane, introduced call, user agreed to stay on line but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:46-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25A02342","temp_intcode_for_auto_old_int_code":"15","phone_2":"9055658509","last_infoline_date_type":"2020-03-25","last_act_type":"2021-03-22","old_int_code":"06","pcl_status":"P","pcl_completion_date":"2014-09-16","pf1_status":"P","pf1_completion_date":"2014-12-18","pf2_status":"P","pf2_completion_date":"2015-04-20","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"janebergel@icloud.com","pcl_completion_date_5":"2019-09-16","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent reached Jane and introduced the purpose of the call regarding her lapsed Associate membership with the National Payroll Institute. Jane agreed to stay on the line, but the call ended shortly after without further conversation or survey questions.","aitm_callsummarytitle":"Call reached Jane but ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7117ae03ba8afe0a54478057b40","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7117ae03ba8afe0a54478057b40","mini_nps":"3","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5084","email":"gdesrosiers@vieuxportdemontreal.com","first_name":"Gilles","last_name":"Desrosiers","phone":"5142831178","orgname":"Soci\u00e9t\u00e9 du Vieux-Port de Montr\u00e9al","customer_acct_name":"Soci\u00e9t\u00e9 du Vieux-Port de Montr\u00e9al","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02598","province":"QC","full_name":"Gilles Desrosiers","language":"French","origin":"2023 Lapsed Members","explicit_consent_date":"2024-03-06","domain_1":"vieuxportdemontreal.com","attended_webinar":"No","lapsed_expiration_date":"2024-03-06","individual_id":"86656","time_zone":"2","area_code":"800","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501362","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2008-12-01","new_member_date_2":"2005-02-10","no_email_solicitation":"False","pds_march":"7","organization_id":"128035","intcode":"15","blocnote":"5 juin 2025 bv\n2026 May 08 call disconnected early with no conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","pds_july":"7","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25A02598","temp_intcode_for_auto_old_int_code":"15","pds_august":"7","pds_september":"7","last_infoline_date_type":"2023-05-01","last_act_type":"2023-05-01","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"gdesrosiers@vieuxportdemontreal.com","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and disconnected shortly after initiation with no meaningful conversation.","aitm_callsummarytitle":"Call disconnected early with no conversation","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No conversation or renewal intent expressed due to very short call.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"6","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_590664858c3972e4895e294ce6f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_590664858c3972e4895e294ce6f","number_of_calls_reached":"1","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10472","email":"yvonne.davistax@shaw.ca","first_name":"Yvonne","last_name":"Davis","phone":"8077273425","orgname":"Davis Bookkeeping Service","customer_acct_name":"Davis Bookkeeping Service","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A00085","province":"ON","full_name":"Yvonne Davis","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"296318","area_code":"807","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETA00326","time_zone":"2","members_type":"AST","new_member_date_2":"2021-01-19","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","no_email_solicitation":"FALSE","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:16-04:00","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 She still have the e-mail but she has been away - she didn't have the chance to look at it\n2026 May 08 call disconnected early during identity confirmation attempt","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00085","temp_intcode_for_auto_old_int_code":"15","phone_2":"8077271153","last_act_type":"2021-01-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"yvonne.davistax@shaw.ca","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:15-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Yvonne regarding her Associate membership with the National Payroll Institute, but the conversation was very brief and unclear before the user hung up.","aitm_callsummarytitle":"Unsuccessful identity confirmation call","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Call disconnected before any renewal discussion.","initialvalue":"Other","othermemberbenefit":"No information provided","old_int_code":"10","astotherreasonsnottorenew":"Call disconnected before reason could be provided.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5ba9ffddc4da484034997edf8e5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5ba9ffddc4da484034997edf8e5","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2021-02-28","company_paid_thru":"2021-02-28","corp_cancel_date":"2021-05-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6695","email":"jwheeler@alinegreetings.com","first_name":"Joanne","last_name":"Wheeler","phone":"8007901280","orgname":"A-Line Atlantic Inc.","customer_acct_name":"A-Line Atlantic Inc.","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert12, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02101","extension_phone_1":"307","full_name":"Joanne Wheeler","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-03-20","domain_1":"alinegreetings.com","individual_id":"274272","area_code":"800","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501873","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02101","province":"NL","organization_id":"274271","members_type":"CORP","last_act_type":"2020-04-29","intcode":"07","blocnote":"Rappeler \u00e0 la fin de la semaine prochaine","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T10:51:00-04:00","temp_intcode_for_auto_old_int_code":"07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jwheeler@alinegreetings.com","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"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","latest_paid_thru":"2023-02-28"}},"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","latest_paid_thru":"2023-10-31"}},"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","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"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":"2022-02-06","last_act_type":"2022-02-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"a.snow@bennettdesign.ca","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call went to voicemail, no contact reached.\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call went to voicemail, no contact reached\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","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","latest_paid_thru":"2020-07-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:31-04:00","number_of_call_attempts":"8","number_of_total_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 human answer","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ff33eee30c63daed83189a3c588","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ff33eee30c63daed83189a3c588","onesentencenotrenewed":"The contact was not reached as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not reached, voicemail only.","age_range":"Preferred not to say"}},"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, 260522 Lapsed DEL","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":"2026-05-28","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2506991","organization_id":"45659","last_act_type":"2025-08-01","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","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"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":{"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","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"5326","email":"nathaliegrignon8@gmail.com","first_name":"Nathalie","last_name":"Grignon","phone":"5149533455","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":"L25C07152","full_name":"Nathalie Grignon","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"302628","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2504098","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5149533455","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","intcode":"06","blocnote":"lnc 21 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T09:39:00-05:00","paid_thru":"2022-05-31","new_member_date_2":"2021-06-28","temp_do_id_for_auto_old_do_id":"L25C07152","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-06-26","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"nathaliegrignon8@gmail.com","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"29088","email":"gradie8@gmail.com","first_name":"Gradie","last_name":"Anzonga","phone":"4388437963","orgname":"WSP Canada Inc.","customer_acct_name":"WSP Canada Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02792","full_name":"Gradie Anzonga","members_type":"AST","city_1":"Saint-Lambert","province":"QC","language":"French","phone_2":"5149702507","lead_status":"Lapsed Member","new_member_date_2":"2021-11-26","pipeline_2_members_only_ast":"","individual_id":"307607","no_email_solicitation":"False","area_code":"438","time_zone":"2","intcode":"03","pipeline_1_lapsed_members":"Lapsed Members","last_engaged_date":"2025-06-07","paid_thru":"2025-11-30","temp_do_id_for_auto_old_do_id":"L25A02792","temp_intcode_for_auto_old_int_code":"03","last_act_type":"2024-11-14","blocnote":"px.10 dec 2025 bv\n2026 May 08 call initiated but no conversation beyond greeting","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-30","trc":"False","wera":"False","npi_email_temp":"gradie8@gmail.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST0047","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:55-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent initiated the call and asked to speak with Gradie, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call initiated but no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a0086542946a923c033319fe9c6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a0086542946a923c033319fe9c6","number_of_calls_reached":"1"}},"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":"2026-02-04","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","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","latest_paid_thru":"2026-01-31"}},"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":"15","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":"15","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\n2026 May 08 call attempted but contact not clearly reached due to inaudible speech.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:27-04:00","trc":"False","wera":"False","npi_email_temp":"nlauz@sogetel.net","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:27-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Nathalie but was unable to clearly communicate or confirm the contact's identity due to inaudible responses. The call ended without completing the intended conversation or survey.","aitm_callsummarytitle":"Unsuccessful call due to inaudible contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not clearly reached and conversation could not be completed.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"06","astotherreasonsnottorenew":"Contact could not be reached due to inaudible responses.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a73ebe2398f14b3d755b8d0d8fd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a73ebe2398f14b3d755b8d0d8fd"}},"seriesid":"163"}
{"contact":{"id":"10982","email":"ssaliken@peaksupportservices.org","first_name":"Sammi","last_name":"Saliken","phone":"4033291262","orgname":"Peak Vocational & Support Services","customer_acct_name":"Peak Vocational & Support Services","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07094","province":"AB","full_name":"Sammi Saliken","language":"English","origin":"2023 lapsed Members","domain_1":"peaksupportservices.org","lapsed_expiration_date":"2022-10-04","individual_id":"304127","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500165","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":"2021-08-23","temp_do_id_for_auto_old_do_id":"L25C07094","phone_2":"4036346399","last_act_type":"2021-08-23","pcl_status":"P","pcl_completion_date":"2021-12-12","pf1_status":"P","pf1_completion_date":"2022-06-26","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"ssaliken@peaksupportservices.org","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"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, AI Contacts sent to TM 2026, 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":"2026-02-24","last_act_type":"2026-02-24","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","latest_paid_thru":"2026-09-30"}},"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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"6603","email":"wb.huang.to@gmail.com","first_name":"Wenbo","last_name":"Huang","phone":"9058317798","orgname":"Emix","customer_acct_name":"Emix","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02530","city_1":"AST","full_name":"Wenbo Huang","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-07-31","individual_id":"227146","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502130","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-09-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2014-07-31","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 24 2025 vm\n2026 May 08 call reached emergency telephone menu, no human answered.\n2026 May 11 call reached automated phone menu, no human contact made\n2026 May 11 voicemail reached, message left\n2026 May 13 call reached automated phone system, no human contact made\n2026 May 15 call reached automated phone system, no human contact made\n2026 May 19 call reached emergency phone system, no human answered.\n2026 May 21 call reached automated phone system, no human contact made\n2026 May 25 call reached emergency or automated system, no human interaction\n2026 May 25 voicemail reached, message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:25:42-04:00","pds_july":"2","paid_thru":"2020-06-30","temp_do_id_for_auto_old_do_id":"L25A02530","temp_intcode_for_auto_old_int_code":"06","pds_august":"2","phone_2":"4162260256","pds_september":"2","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-10-21","pf1_status":"P","pf1_completion_date":"2014-11-20","pf2_status":"P","pf2_completion_date":"2014-12-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-10-07","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","old_int_code":"03","npi_email_temp":"wb.huang.to@gmail.com","pcl_completion_date_5":"2019-10-21","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30","called_by":"Tri","aitm_status_called":"2026-05-25T11:42:06-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"10","npi_transcriptsummary":"The call was made to Wenbo but reached voicemail. The agent left a message and ended the call promptly.","aitm_callsummarytitle":"Voicemail reached, message left","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not answer; call reached an automated emergency phone system.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Call reached an emergency phone system, no human contact made.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_001a4b8a94c8e0aa68191a4f0ed","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_001a4b8a94c8e0aa68191a4f0ed","number_of_calls_reached":"5"}},"seriesid":"163"}
{"contact":{"id":"30646","email":"blais.v764@videotron.ca","first_name":"Veronique","last_name":"Blais","phone":"5147237646","orgname":"Cirque du Soleil","customer_acct_name":"Cirque du Soleil","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"299021","full_name":"Veronique Blais","members_type":"CAND","do_id":"L25C00190","city_1":"Mascouche","province":"QC","language":"French","extension_phone_1":"7049","phone_2":"5147944835","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2021-03-22","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":"L25C00190","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-03-17","pcl_status":"P","pcl_completion_date":"2021-07-05","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2024-05-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"blais.v764@videotron.ca","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"5296","email":"jeannetteouinsou@gmail.com","first_name":"Jeannette","last_name":"Ouinsou","phone":"5146239024","orgname":"Minist\u00e8re de la D\u00e9fense","customer_acct_name":"Minist\u00e8re de la D\u00e9fense","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Jeannette Ouinsou","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2015-02-24","attended_webinar":"No","lapsed_expiration_date":"2023-04-04","individual_id":"232490","time_zone":"2","region":"QC","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"L25P02483","members_type":"PRO","area_code":"514","phone_2":"5146239024","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-04-04","cpa_certification":"SCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"completer 23 avril 2025","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T14:44:00-04:00","paid_thru":"2023-01-31","new_member_date_2":"2015-02-24","temp_do_id_for_auto_old_do_id":"LB2505572","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-03-07","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":"2015-06-22","pf1_status":"P","pf1_completion_date":"2016-12-18","pf2_status":"P","pf2_completion_date":"2017-05-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-02-08","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","do_id":"LB2505572","npi_email_temp":"jeannetteouinsou@gmail.com","pcl_completion_date_5":"2020-06-22","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"17396","email":"pottinger1993@xplornet.com","first_name":"Lori","last_name":"Pottinger","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":"Lori Pottinger","language":"English","origin":"2023 lapsed Members","domain_1":"xplornet.com","lapsed_expiration_date":"2023-03-02","do_id":"L25C06783","individual_id":"309180","time_zone":"3","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500539","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","intcode":"10","blocnote":"LNC Nov 25 2025 call back","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T16:15:00-05:00","paid_thru":"2022-12-31","new_member_date_2":"2022-01-21","temp_do_id_for_auto_old_do_id":"L25C06783","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2022-01-20","pcl_status":"F","pcl_completion_date":"2022-05-15","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"pottinger1993@xplornet.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"8310","email":"canucktraveler@aol.com","first_name":"Heidi","last_name":"Schley","phone":"7808078841","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":"L25C06799","full_name":"Heidi Schley","language":"English","origin":"2023 lapsed Members","domain_1":"aol.com","lapsed_expiration_date":"2023-03-02","individual_id":"309144","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503127","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7808078841","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:46:00-05:00","paid_thru":"2022-12-31","new_member_date_2":"2022-01-20","temp_do_id_for_auto_old_do_id":"L25C06799","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-02-18","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","old_int_code":"07","npi_email_temp":"canucktraveler@aol.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"232135","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"May 1 2026 Survey completed email.","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:26:00-04:00","intcode":"31","nationalconferenceattend":"No","nationalconferencenotattendreason":"The dates are not convenient for me","pipeline_1_lapsed_members":"","cert_status":"PENDING","old_int_code":"99","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":"31","last_act_type":"2026-02-18","telemarketing_call_date":"2026-05-01","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":"2026-05-01T11:26:36-04:00","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","latest_paid_thru":"2027-01-31","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No","sendaigeneral":"2026-05-01T11:26:00-04:00","sendaiemail":"2026-05-01T11:26:35-04:00"}},"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, TMAI","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":"0","blocnote":"may 27 2025 vm  Sept 5 2025 vm\n2026 May 08 call reached company automated system and associate, no renewal discussion.\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, message left\n2026 May 13 call reached wrong number at McCoy and Associates Engineering Limited.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:32-04:00","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":"08","pds_august":"2","phone_2":"6042550992202","pds_september":"2","last_act_type":"2019-10-04","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","latest_paid_thru":"2020-03-31","called_by":"Tri","aitm_status_called":"2026-05-13T13:08:32-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent called McCoy and Associates Engineering Limited but reached a company automated system and then a receptionist who informed the agent that the number was wrong. The call ended shortly after with no further conversation.","aitm_callsummarytitle":"Wrong Number Reached","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Wrong number.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"08","astotherreasonsnottorenew":"Call reached company automated system and then a different associate, no renewal discussion occurred.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0e1b14d3d9f71f91d5bdaaf15d7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0e1b14d3d9f71f91d5bdaaf15d7","number_of_calls_reached":"2"}},"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","latest_paid_thru":"2022-01-31"}},"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":"2019-01-03","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","latest_paid_thru":"2022-01-31","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9900","email":"benjy@telus.net","first_name":"Marcie","last_name":"Hein","phone":"2507889278","orgname":"Conuma Coal Resources","customer_acct_name":"Conuma Coal Resources","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06724","province":"BC","full_name":"Marcie Hein","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"274614","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500297","time_zone":"5","members_type":"CAND","phone_2":"2507883696","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"13 March 2025 Not working there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T12:57:00-04:00","canceldate":"2023-05-02","pds_july":"4","paid_thru":"2023-02-28","new_member_date_2":"2019-03-29","temp_do_id_for_auto_old_do_id":"L25C06724","old_int_code":"12","temp_intcode_for_auto_old_int_code":"16","pds_august":"4","extension_phone_1":"135","pds_september":"4","last_infoline_date_type":"2019-05-12","last_act_type":"2022-04-01","pcl_status":"P","pcl_completion_date":"2019-12-03","number_of_passed_courses":"1","pds_october":"4","trc":"True","wera":"False","pds_november":"4","npi_email_temp":"benjy@telus.net","pcl_completion_date_5":"2024-12-03","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"9983","email":"thomas.mosa@stratumreservoir.com","first_name":"Thomas","last_name":"Mosa, Ms-Hrm","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":"L25O01528","full_name":"Thomas Mosa, MS-HRM","language":"English","origin":"Lapsed Spring 2024","domain_1":"stratumreservoir.com","individual_id":"317495","area_code":"337","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502440","time_zone":"3","province":"TX","members_type":"CORP","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 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T16:28:00-05:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25O01528","temp_intcode_for_auto_old_int_code":"6","organization_id":"317497","last_act_type":"2023-11-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"thomas.mosa@stratumreservoir.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10424","email":"rcarberry014@gmail.com","first_name":"Rebecca","last_name":"Carberry","phone":"2505054744","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":"LB2502408","full_name":"Rebecca Carberry","language":"English","origin":"Lapsed Spring 2024","individual_id":"317679","area_code":"250","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001151","time_zone":"5","province":"BC","members_type":"CAND","phone_2":"2505054744","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"14 March 2025 VM\r\n26 March 2025 On vacation call later\r\n08 April 2025 VM\r\n10 April 2025 No time to focus on the membership","dhmsfin_telemarketing_last_contacted_date":"2025-04-10T21:31:00-04:00","onesentencenotrenewed":"No time to focus on it","canceldate":"2023-12-02","intcode":"21","paid_thru":"2023-09-30","new_member_date_2":"2022-10-12","temp_do_id_for_auto_old_do_id":"LB2502408","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-10","pcl_status":"F","pcl_completion_date":"2023-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rcarberry014@gmail.com","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"6468","email":"sunshine_after777@hotmail.com","first_name":"Zheng","last_name":"Meng","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502902","full_name":"Zheng (Amanda) Meng","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2016-03-31","individual_id":"220386","region":"CDN","lead_status":"Refused","old_do_id":"C16401","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-06-01","province":"MB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"3","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-03-31","new_member_date_2":"2016-03-31","temp_do_id_for_auto_old_do_id":"LB2502902","temp_intcode_for_auto_old_int_code":"21","phone_2":"2042909975","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2014-12-08","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":"2015-08-21","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sunshine_after777@hotmail.com","pcl_completion_date_5":"2019-12-08","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"258856","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"5","intcode":"06","blocnote":"May 5 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T12:41:00-04:00","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":"06","date_of_renewal_identification":"2025-09-25","last_act_type":"2025-09-22","telemarketing_call_date":"2026-05-05","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":"99","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","latest_paid_thru":"2026-09-30"}},"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":"2026-05-08T10:07:00-04:00","blocnote":"19 2 25 BV 20 2 25 BV 28 2 25 BV\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made","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","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:19-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach Jonathan but went to 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","session_id":"call_887a9b606d089bfea6cefef7486","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_887a9b606d089bfea6cefef7486"}},"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","latest_paid_thru":"2022-08-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"90560","no_email_solicitation":"False","pds_march":"5","area_code":"905","time_zone":"2","intcode":"06","blocnote":"May 1 2026 not in today","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:49:00-04:00","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":"2026-07-04","telemarketing_call_date":"2026-05-01","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","latest_paid_thru":"2027-05-31"}},"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":"2021-01-11","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","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no human answered\n2026 May 11 call reached voicemail, no human contact.\n2026 May 13 call reached voicemail, no human answered\n2026 May 15 reached voicemail, no human answered\n2026 May 19 call reached voicemail, no human answered\n2026 May 21 call reached voicemail at Town of Kirkland Lake administration - no contact made\n2026 May 25 call reached voicemail, no human answered","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:07-04:00","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","latest_paid_thru":"2021-09-30","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:07-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call reached a voicemail system for the Town of Kirkland Lake administration and treasury offices, and no human was reached during the call. The caller left a message after the tone as instructed by the voicemail system.","aitm_callsummarytitle":"Call reached voicemail, no human answered","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e7b161b0f939de727861a2dd1c9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e7b161b0f939de727861a2dd1c9","mini_nps":"3","onesentencenotrenewed":"No contact was made as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine other member benefit.","astotherreasonsnottorenew":"No interaction to determine reason for not renewing.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"5446","email":"cgagnon@prevost-architectural.com","first_name":"Chantal","last_name":"Gagnon","phone":"4506588771","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02483","full_name":"Chantal Gagnon","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2001-04-15","domain_1":"prevost-architectural.com","attended_webinar":"No","lapsed_expiration_date":"2001-04-15","individual_id":"300649","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501411","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T09:42:00-04:00","temp_do_id_for_auto_old_do_id":"L25O02483","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-06-01","last_act_type":"2025-03-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cgagnon@prevost-architectural.com"}},"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, 260522 Lapsed DEL","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":"LB2505647","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":"ACTIVE","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":"2027-04-30","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":"2026-04-05","company_paid_thru":"2027-04-30","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","npi_email_temp":"jillchamney@gmail.com","pcl_completion_date_5":"2030-12-19","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","pcp_we":"APPROVED","do_id":"","company_status":"A"}},"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, TMAI","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":"15","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 14 2025 vm\n2026 May 08 contact reached Sharon Hollister at Germania Mutual Insurance, call started regarding lapsed membership.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:15-04:00","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":"15","pds_august":"3","phone_2":"5193778785","pds_september":"3","last_act_type":"2021-08-04","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","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:15-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent successfully reached Sharon Hollister at Germania Mutual Insurance and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. The agent requested to ask a few questions about her membership experience. The call was still in the initial stage of the survey when it ended.","aitm_callsummarytitle":"Initial contact with Sharon Hollister about lapsed membership","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","old_int_code":"6","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4047f665cb7ddf90155b6ca4edc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4047f665cb7ddf90155b6ca4edc","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29555","email":"bobt@mott.ca","first_name":"Bob","last_name":"Thiessen","phone":"5197527825","orgname":"MOTT Manufacturing Ltd","customer_acct_name":"MOTT Manufacturing Ltd","tags":"payroll.ca visited, 250205 AST Members, 250904 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1408","full_name":"Bob Thiessen, CPA, CMA","members_type":"AST","city_1":"Brantford","province":"ON","language":"English","phone_2":"9058186087","lead_status":"Renewed APX","new_member_date_2":"2012-03-20","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"197093","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"519","time_zone":"2","blocnote":"May 5 2026 completed with one email sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T13:02:00-04:00","sendpreexpirationemail":"2025-04-29T09:45:00-04:00","sendapplicationform":"2025-04-29T09:45:00-04:00","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":"31","cert_status":"WITHDRAWN_CPE","paid_thru":"2027-06-30","sendmonthlyastemail":"2025-12-01T10:30:00-05:00","extension_phone_1":"215","temp_do_id_for_auto_old_do_id":"AST1408","temp_intcode_for_auto_old_int_code":"31","last_engaged_date":"2025-10-01","last_act_type":"2026-11-05","telemarketing_call_date":"2026-05-05","old_int_code":"06","pcl_status":"P","pcl_completion_date":"2012-07-04","pf1_status":"P","pf1_completion_date":"2012-10-26","pf2_status":"P","pf2_completion_date":"2013-10-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-04-24","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","sendaidate":"2026-05-05T13:02:45-04:00","npi_email_temp":"bobt@mott.ca","pcl_completion_date_5":"2017-07-04","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","sendaigeneral":"2026-05-05T13:02:00-04:00","sendaiemail":"2026-05-05T13:02:45-04:00","email2":"","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":""}},"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":"2022-12-04","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","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"5380","email":"seunadegunwa@hotmail.com","first_name":"Oluwaseun","last_name":"Adegunwa","phone":"4185599474","orgname":"Green Atlantic Solutions","customer_acct_name":"Green Atlantic Solutions","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02326","province":"ON","full_name":"Oluwaseun Adejuwon Adegunwa","language":"English","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-09-02","individual_id":"303288","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501513","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","new_member_date_2":"2021-07-26","no_email_solicitation":"FALSE","intcode":"06","blocnote":"17 juin 2025 bv\n2026 May 08 reached voicemail - no message left\n2026 May 11 call reached voicemail of Prince Adegunwa, no contact with Oluwaseun\n2026 May 13 call reached voicemail, message left\n2026 May 15 voicemail reached, no message left\n2026 May 19 call reached voicemail answered by Prince Agagua, no message left\n2026 May 21 call reached voicemail of Prince Adegua, not Oluwaseun\n2026 May 25 call reached voicemail - no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25A02326","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-07-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"seunadegunwa@hotmail.com","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:06-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was an outbound attempt to reach Prince Adegua but was disconnected after 5 seconds, reaching voicemail without further conversation.","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","session_id":"call_d34af9e0f48663b4bccf641c981","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d34af9e0f48663b4bccf641c981","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"29108","email":"daenna.lee@gmail.com","first_name":"Daenna","last_name":"Lee","phone":"6045748623","orgname":"Com Pro Business Solutions","customer_acct_name":"Com Pro Business Solutions","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02875","full_name":"Daenna Lee","members_type":"AST","city_1":"Surrey","province":"BC","language":"English","phone_2":"6047272435","lead_status":"Lapsed Member","new_member_date_2":"2019-01-21","pipeline_2_members_only_ast":"","individual_id":"271613","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"15","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-20T13:16:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:06:41-04:00","blocnote":"may 20 2025 completed\n2026 May 08 call initiated but no contact reached, call ended abruptly\n2026 May 11 call initiated but ended early, no renewal discussion.","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","old_int_code":"03","last_engaged_date":"2025-07-05","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","extension_phone_1":"2208","temp_do_id_for_auto_old_do_id":"L25A02875","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2023-04-01","last_act_type":"2025-07-18","telemarketing_call_date":"2025-05-20","pcl_status":"P","pcl_completion_date":"2019-05-06","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":"2021-07-08","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"daenna.lee@gmail.com","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST0816","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T14:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach Daenna at NextGen Automation. The agent navigated an automated menu and requested to speak with Daenna, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Outbound call to NextGen Automation - no renewal discussion","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d33cc7dcd77f78037af19df55ed","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d33cc7dcd77f78037af19df55ed","number_of_calls_reached":"2","onesentencenotrenewed":"No renewal intent expressed during the call.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Call ended before renewal discussion.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"8378","email":"joycezhu6158@outlook.com","first_name":"Shihui","last_name":"Zhu","phone":"4038906158","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06772","province":"AB","full_name":"Shihui Zhu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"309919","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500199","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":"2022-02-07","temp_do_id_for_auto_old_do_id":"L25C06772","phone_2":"4038906158","last_act_type":"2022-06-02","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":"06","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:08:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"joycezhu6158@outlook.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"6067","email":"mimi_nemeti@yahoo.com","first_name":"Maria","last_name":"Nemeti","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502850","full_name":"Maria Nemeti","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2010-03-31","individual_id":"136515","region":"CDN","lead_status":"Refused","old_do_id":"C16320","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","paid_thru":"2020-03-31","new_member_date_2":"2010-03-31","temp_do_id_for_auto_old_do_id":"LB2502850","temp_intcode_for_auto_old_int_code":"21","phone_2":"6472477044","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2008-11-04","pf1_status":"P","pf1_completion_date":"2008-11-18","pf2_status":"P","pf2_completion_date":"2009-01-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-02-11","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"mimi_nemeti@yahoo.com","pcl_completion_date_5":"2013-11-04","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31"}},"seriesid":"163"}
{"contact":{"id":"9919","email":"bes021382@yahoo.com","first_name":"Bryan","last_name":"Satimbre","phone":"5878734680","orgname":"East-West College","customer_acct_name":"East-West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06946","province":"AB","full_name":"Bryan Satimbre","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304710","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500169","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":"L25C06946","phone_2":"5878734680","last_act_type":"2021-03-09","pcl_status":"P","pcl_completion_date":"2021-11-28","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2022-04-05","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"bes021382@yahoo.com","pcl_completion_date_5":"2026-11-28","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"9837","email":"lfitzpatrick68@gmail.com","first_name":"Lisa","last_name":"Fitzpatrick","phone":"9058216850","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06706","province":"ON","full_name":"Lisa Fitzpatrick","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"274327","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500831","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":"2019-03-21","temp_do_id_for_auto_old_do_id":"L25C06706","phone_2":"9054662341","last_act_type":"2022-02-28","pcl_status":"P","pcl_completion_date":"2019-08-14","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2020-05-17","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"lfitzpatrick68@gmail.com","pcl_completion_date_5":"2024-08-14","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"6532","email":"henryfarms@hotmail.com","first_name":"Rodney","last_name":"Stevens","phone":"9056194987","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503064","full_name":"Rodney Stevens","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2019-11-07","individual_id":"74453","region":"CDN","lead_status":"Refused","old_do_id":"C17654","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-01-07","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":"","pds_july":"9","paid_thru":"2021-10-31","new_member_date_2":"2019-11-07","temp_do_id_for_auto_old_do_id":"LB2503064","temp_intcode_for_auto_old_int_code":"21","pds_august":"9","phone_2":"9056194987","pds_september":"9","last_infoline_date_type":"2021-05-07","last_conf_date_type":"2020-06-17","last_act_type":"2022-07-04","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"henryfarms@hotmail.com","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"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":"2024-10-01","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","latest_paid_thru":"2025-02-28"}},"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","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8416","email":"jsandhuuu@hotmail.com","first_name":"Jasleen","last_name":"Sandhu","phone":"5876642042","orgname":"Gateway Association","customer_acct_name":"Gateway Association","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07345","province":"AB","full_name":"Jasleen Sandhu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"297357","area_code":"765","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2500520","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":"2021-02-05","temp_do_id_for_auto_old_do_id":"L25C07345","phone_2":"5876642042","last_act_type":"2021-04-13","pcl_status":"F","pcl_completion_date":"2021-05-30","number_of_passed_courses":"0","intcode":"06","blocnote":"","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":"jsandhuuu@hotmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"6526","email":"tkj18@hotmail.com","first_name":"Tonya","last_name":"Johnson","phone":"6472301048","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02581","city_1":"AST","full_name":"Tonya Johnson","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-04-17","individual_id":"275144","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502937","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","members_type":"AST","new_member_date_2":"2019-04-17","no_email_solicitation":"False","province":"ON","time_zone":"2","paid_thru":"2020-03-31","intcode":"06","blocnote":"Aug 12 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 voicemail reached, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","temp_do_id_for_auto_old_do_id":"L25A02581","temp_intcode_for_auto_old_int_code":"6","phone_2":"6472301048","last_act_type":"2019-05-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tkj18@hotmail.com","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","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","session_id":"call_ae3cbcd96f7957d58cc7f93d963","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ae3cbcd96f7957d58cc7f93d963","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"30668","email":"erijo@hotmail.ca","first_name":"Johanne","last_name":"Lebeau","phone":"4505886145","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":"308414","full_name":"Johanne Lebeau","members_type":"CAND","do_id":"L25C00201","city_1":"St-Roch-De-L?Achigan","province":"QC","language":"French","phone_2":"4505886145","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-17","area_code":"450","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00201","last_act_type":"2024-02-29","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"55","blocnote":"LNC. 21 nov 2025 Cette personne indique avoir compl\u00e9t\u00e9 deux formations et mentionne qu\u2019on lui aurait signal\u00e9 qu\u2019elle pourrait b\u00e9n\u00e9ficier d\u2019un tarif pr\u00e9f\u00e9rentiel en raison de son statut d\u2019\u00e9tudiante. Elle souhaite reprendre des cours, mais ne sait pas par o\u00f9 commencer.","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T10:48:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"55","old_int_code":"23","npi_email_temp":"erijo@hotmail.ca","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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":"2022-01-02","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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5291","email":"info@vachoncomptabilite.com","first_name":"Claude","last_name":"Vachon","phone":"4185769054","orgname":"Vachon Comptabilit\u00e9","customer_acct_name":"Vachon Comptabilit\u00e9","tags":"CSV imported, F24 Webinar registration QC, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06901","province":"QC","phone_2":"4185769054","full_name":"Claude Vachon","language":"French","origin":"2023 lapsed Members","domain_1":"vachoncomptabilite.com","attended_webinar":"No","lapsed_expiration_date":"2023-01-05","individual_id":"307011","time_zone":"2","area_code":"615","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501384","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"lnc 21 nov 2025 pas au bureau cet une madame et dure a \u00eatre rejointe\r\n24 nov 2025 ne d\u00e9sire pas et ne semble pas int\u00e9resser par le sondage mais ma autoriser a envoyer la documentation Jai confirmer avec elle son courrielle\r\nLNC \/ 16 December 2025 Not in the office","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T14:07:00-05:00","canceldate":"2023-01-05","paid_thru":"2022-10-31","new_member_date_2":"2021-11-11","temp_do_id_for_auto_old_do_id":"L25C06901","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2021-10-11","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"06","npi_email_temp":"info@vachoncomptabilite.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"7065","email":"manager@bcacvet.ca","first_name":"Loni","last_name":"Boychuk","phone":"7805322902","orgname":"Bear Creek West County Animal Clinics Ltd.","customer_acct_name":"Bear Creek West County Animal Clinics Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02111","full_name":"Loni Boychuk","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-03-15","domain_1":"bcacvet.ca","individual_id":"273964","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501980","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02111","organization_id":"273963","pds_august":"1","members_type":"CORP","pds_september":"1","last_infoline_date_type":"2019-11-29","last_act_type":"2020-04-21","intcode":"06","blocnote":"Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:16:00-04:00","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":"manager@bcacvet.ca","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"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":"2020-06-03","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","latest_paid_thru":"2024-01-31"}},"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","latest_paid_thru":"2022-08-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"296447","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T13:20:00-04:00","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":"06","last_infoline_date_type":"2025-11-27","last_conf_date_type":"2021-06-09","last_act_type":"2025-11-30","telemarketing_call_date":"2026-05-22","number_of_passed_courses":"0","trc":"False","wera":"False","date_of_renewal_identification":"2025-12-02","old_int_code":"99","npi_email_temp":"tracey.lee8h@gmail.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"249991","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:03:00-04:00","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":"2025-01-12","telemarketing_call_date":"2026-05-06","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","latest_paid_thru":"2026-12-31"}},"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, 260522 Lapsed DEL","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":"2026-05-28","individual_id":"299470","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25O04799","last_infoline_date_type":"2026-02-03","last_act_type":"2026-02-03","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":"L25O04799","npi_email_temp":"lindag@ebizsolutions.ca","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","corp_cancel_date":"2023-05-02","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"9866","email":"terajlacroix@gmail.com","first_name":"Tera","last_name":"Michalsky","phone":"4033394844","orgname":"Darkhorse Services Inc.","customer_acct_name":"Darkhorse Services Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250807 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Tera Michalsky","language":"English","origin":"Lapsed Spring 2024","individual_id":"322175","area_code":"403","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25C06346","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"4033394844","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T12:05:00-05:00","paid_thru":"2024-01-31","old_int_code":"06","new_member_date_2":"2023-02-27","temp_do_id_for_auto_old_do_id":"L25C06346","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-28","pcl_status":"F","pcl_completion_date":"2023-06-28","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","npi_email_temp":"terajlacroix@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"9977","email":"lindale4478@gmail.com","first_name":"Linda","last_name":"Le, Pcp","phone":"4165949325","orgname":"Housing Services Corp.","customer_acct_name":"Housing Services Corp.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed PRO, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P00011","province":"ON","extension_phone_1":"212","full_name":"Linda Le, PCP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"194216","area_code":"416","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"CNPIRETP00090","time_zone":"2","members_type":"PRO","canceldate":"2023-03-02","new_member_date_2":"2012-01-13","pipeline_1_lapsed_members":"Refused Lapsed","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:11:00-05:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"6","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25P00011","temp_intcode_for_auto_old_int_code":"6","pds_august":"6","phone_2":"4168564478","pds_september":"6","last_infoline_date_type":"2020-06-17","last_act_type":"2026-01-01","pcl_status":"P","pcl_completion_date":"2012-05-09","pf1_status":"P","pf1_completion_date":"2013-02-01","pf2_status":"P","pf2_completion_date":"2013-05-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-07-25","number_of_passed_courses":"4","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"lindale4478@gmail.com","pcl_completion_date_5":"2017-05-09","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"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, TMAI","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":"0","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\n2026 May 08 call reached customer service, could not speak to Kristen, arranged follow-up note\n2026 May 11 contact not reachable; Kristen not listed at the number.\n2026 May 13 call reached voicemail at Epic Roofing and Exteriors, no direct contact with Kristen Rosvold\n2026-05-13 invalid phone destination, phone: +14032266275","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:27-04:00","pds_july":"1","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A02364","temp_intcode_for_auto_old_int_code":"08","pds_august":"1","phone_2":"4035100776","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","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-13T13:36:42-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent called Epic Roofing and Exteriors and was initially connected to a receptionist named Tammy, who then forwarded the call to Kristen Rosvold's voicemail. The agent attempted to confirm the identity and purpose but was unable to speak directly with Kristen.","aitm_callsummarytitle":"Call reached voicemail at Epic Roofing and Exteriors","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_0301eeacbd79ac13af3843edc7a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0301eeacbd79ac13af3843edc7a","number_of_calls_reached":"2","mini_nps":"3","onesentencenotrenewed":"Contact not available and no message left.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not reachable; no Kristen listed at the number.","age_range":"Preferred not to say"}},"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":"2024-11-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"loreval86@gmail.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"29076","email":"julie.leblanc@ville.chateauguay.qc.ca","first_name":"Julie","last_name":"LeBlanc","phone":"4506983025","orgname":"Ville de Ch\u00e2teauguay","customer_acct_name":"Ville de Ch\u00e2teauguay","tags":"paiequebec visited, paie.ca visited, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0811","full_name":"Julie LeBlanc","members_type":"AST","city_1":"Candiac","province":"QC","language":"French","phone_2":"4385077725","lead_status":"Member","last_engaged_date":"2025-07-04","new_member_date_2":"2017-09-28","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"256560","cpa_certification":"SCP","no_email_solicitation":"False","pds_march":"1","area_code":"450","time_zone":"2","intcode":"31","pipeline_1_lapsed_members":"","pds_may":"1","cert_status":"PENDING","pds_july":"1","paid_thru":"2026-08-31","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0811","temp_intcode_for_auto_old_int_code":"31","pds_september":"1","last_infoline_date_type":"2026-02-16","last_act_type":"2026-02-24","blocnote":"AI.15 oct 2025 bv\r\n22 oct 2025 bv\r\ncompleter 29 oct 2025","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T10:41:00-04:00","telemarketing_call_date":"2025-10-29","sendaigeneral":"2025-10-29T10:35:00-04:00","sendoctoberemail":"2025-10-29T10:35:38-04:00","sendaidatefr":"2025-12-01T10:13:54-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-29T10:41:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"06","pcl_status":"P","pcl_completion_date":"2018-02-04","pf1_status":"P","pf1_completion_date":"2018-06-24","pf2_status":"P","pf2_completion_date":"2018-12-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-11-22","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_november":"1","npi_email_temp":"julie.leblanc@ville.chateauguay.qc.ca","pcl_completion_date_5":"2023-02-04","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"5457","email":"mcharlebois@cegep-heritage.qc.ca","first_name":"Michele","last_name":"Charlebois","phone":"8197782270","orgname":"Heritage College","customer_acct_name":"Heritage College","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01579","province":"QC","full_name":"Michele Charlebois","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2006-10-24","domain_1":"cegep-heritage.qc.ca","attended_webinar":"No","lapsed_expiration_date":"2022-12-02","individual_id":"18587","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501553","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T09:52:00-04:00","new_member_date_2":"1996-07-10","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01579","temp_intcode_for_auto_old_int_code":"6","organization_id":"10993","last_act_type":"2021-11-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mcharlebois@cegep-heritage.qc.ca","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5990","email":"mariana.sflopes@gmail.com","first_name":"Mariana","last_name":"Lopes","phone":"4379945369","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502944","city_1":"AST","full_name":"Mariana Lopes","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-06-21","individual_id":"277341","region":"CDN","lead_status":"Refused","old_do_id":"C16466","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-03-04","members_type":"AST","new_member_date_2":"2019-06-21","no_email_solicitation":"False","province":"ON","time_zone":"2","paid_thru":"2020-05-31","intcode":"21","blocnote":"Aug 13 2025 answered only the one quesiton","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T09:23:00-04:00","onesentencenotrenewed":"The only reason that I chose not to renew my membership is that I don't do payroll anymore","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2502944","temp_intcode_for_auto_old_int_code":"21","phone_2":"4379945369","last_act_type":"2020-04-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mariana.sflopes@gmail.com","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"01","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":"01","pds_september":"12","last_infoline_date_type":"2026-10-04","last_act_type":"2026-10-04","extension_phone_1":"","email2":"","blocnote":"13 mai BV\r\n20 mai 2026 bv\r\ncompl\u00e9ter 21 mai 2026 envoie 1 couriel","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T10:40:00-04:00","full_name_2":" ","sendmayemail":"2025-10-22T09:50:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"reponsd a vos questions rapidement","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":"2026-05-21","pds_november":"12","npi_email_temp":"martin.cote@pluscompany.com","apx_entered_date":"2026-03-16","old_int_code":"06","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-21T10:38:00-04:00"}},"seriesid":"163"}
{"contact":{"id":"10431","email":"valerie.levesque96@hotmail.com","first_name":"Valerie","last_name":"Roby","phone":"5064751937","orgname":"","customer_acct_name":"","tags":"CSV imported, F24 Webinar registration QC, F24 Webinar QC, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Valerie Roby","language":"English","origin":"2024 FALL","individual_id":"318881","area_code":"506","region":"CDN","lead_status":"Refused","attended_webinar":"No","time_zone":"1","old_do_id":"L25C06521","province":"NB","members_type":"CAND","phone_2":"5064753539","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"Nov 28 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:18:00-05:00","canceldate":"2024-01-05","paid_thru":"2023-10-31","new_member_date_2":"2022-11-18","temp_do_id_for_auto_old_do_id":"LB2507590","old_int_code":"12","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-11-17","pcl_status":"F","pcl_completion_date":"2023-03-12","number_of_passed_courses":"0","onesentencenotrenewed":"","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"False","wera":"False","do_id":"LB2507590","npi_email_temp":"valerie.levesque96@hotmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"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","latest_paid_thru":"2023-11-30","company_paid_thru":"2023-11-30","corp_cancel_date":"2024-02-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5332","email":"kanwalpreet.dhillon@gmail.com","first_name":"Kanwal","last_name":"Sandhu","phone":"8668580001","orgname":"Top Star Logistics Inc.","customer_acct_name":"Top Star Logistics 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":"L25A00034","province":"ON","extension_phone_1":"101","full_name":"Kanwal Sandhu","language":"English","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2023-06-02","individual_id":"224777","time_zone":"2","area_code":"866","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETA00127","members_type":"AST","new_member_date_2":"2014-04-17","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","no_email_solicitation":"FALSE","phone_2":"9054597637","intcode":"15","blocnote":"12 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 not in Canada anymore\n2026 May 08 call lasted 7 seconds, no conversation or survey conducted","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00034","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2022-06-04","pcl_status":"P","pcl_completion_date":"2014-08-08","pf1_status":"P","pf1_completion_date":"2015-06-29","pf2_status":"F","pf2_completion_date":"2018-07-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-01-15","number_of_passed_courses":"3","trc":"False","wera":"False","old_int_code":"11","npi_email_temp":"kanwalpreet.dhillon@gmail.com","pcl_completion_date_5":"2019-08-08","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:55-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief, with no conversation occurring beyond a thank you exchange and the agent ending the call quickly. No survey or renewal discussion took place.","aitm_callsummarytitle":"Brief call with no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5401c32250f9b9812bf32a0b830","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5401c32250f9b9812bf32a0b830","number_of_calls_reached":"1"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"Ongoing member received a call and awaits to the next call","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":"2027-05-31","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":"2026-10-04","last_conf_date_type":"2023-07-12","last_act_type":"2026-05-20","blocnote":"14 mai bv\r\n20 mai 2026 bv\r\n21 mai 2026 bv\r\n22 mai 2026 bv\r\n29 m,ai 2026 bv","dhmsfin_telemarketing_last_contacted_date":"2026-05-29T09:57:00-04:00","telemarketing_call_date":"2026-05-29","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\/2027","latest_paid_thru":"2027-05-31","date_of_renewal_identification":"2026-05-23","old_int_code":"99","ai_entered_date":"2026-05-23"}},"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":"06","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\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 voicemail reached, no human answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","pds_july":"8","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A02259","temp_intcode_for_auto_old_int_code":"06","pds_august":"8","phone_2":"5142416168","pds_september":"8","last_infoline_date_type":"2019-04-02","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","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:51:42-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was not answered by a human and went to voicemail. The agent attempted to reach H\u00e9l\u00e8ne but was met with an automated voicemail system.","aitm_callsummarytitle":"Voicemail reached, no human answer","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"20","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3f21f52a724cd02bb61e81202e8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3f21f52a724cd02bb61e81202e8","notrenewedwanttorenew":"No"}},"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, TMAI","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":"03","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 voicemail reached, no human contact\n2026 May 11 call reached voicemail, no message left\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached automated menu with similar names, no human answered, call ended with no operator available message\n2026 May 15 call went to voicemail, no contact reached.\n2026 May 15 call went to voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no human answer\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 voicemail reached, no human answered\n2026 May 25 contact unavailable, gatekeeper answered and refused to provide renewal reason, suggested email but agent declined - no direct contact with Diana","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:08-04:00","temp_do_id_for_auto_old_do_id":"L25A02615","temp_intcode_for_auto_old_int_code":"03","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":"06","npi_email_temp":"dianagritsichina@msn.com","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:08-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"12","npi_transcriptsummary":"The agent attempted to reach Diana Gritsichina at AirBoss of America but was unable to speak with her directly. The contact suggested sending an email, but the agent explained the survey is conducted by phone only and ended the call after gathering the refusal reason from the gatekeeper. A callback or direct contact with Diana is planned for the future.","aitm_callsummarytitle":"Unable to reach Diana, gatekeeper answered","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c4722dc1d97dacc6d595c60f646","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c4722dc1d97dacc6d595c60f646","number_of_calls_reached":"2","mini_nps":"3","onesentencenotrenewed":"You need to speak with her yourself.","initialvalue":"Other","othermemberbenefit":"No interaction to determine.","astotherreasonsnottorenew":"No contact reached to discuss renewal.","age_range":"Preferred not to say"}},"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, AI Contacts sent to TM 2026, 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","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"29093","email":"info@paperclippedservices.com","first_name":"Veronica","last_name":"Crane","phone":"4039223919","orgname":"Paperclipped Services Inc.","customer_acct_name":"Paperclipped Services Inc.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0314","full_name":"Veronica Crane","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","lead_status":"Member","new_member_date_2":"2023-02-02","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"321349","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:26:00-04:00","intcode":"06","last_engaged_date":"2025-11-04","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":"AST0314","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-10-28","last_conf_date_type":"2023-07-12","last_act_type":"2026-02-17","telemarketing_call_date":"2026-05-01","last_login_date":"2025-11-04T17:41:56-05:00","member_october":"6","askpat_october":"1","resources_tools_october":"1","payroll_guidelines_october":"1","late_breaking_payroll_news_october":"3","number_of_passed_courses":"0","member_november":"1","askpat_november":"1","resources_tools_november":"3","payroll_guidelines_november":"4","late_breaking_payroll_news_november":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:48-05:00","npi_email_temp":"info@paperclippedservices.com","date_of_renewal_identification":"2026-02-20","old_int_code":"99","ai_entered_date":"2026-02-20","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"29595","email":"felicia.benoit7@gmail.com","first_name":"Felicia","last_name":"Benoit","phone":"4377754438","orgname":"Enwave","customer_acct_name":"Enwave","tags":"250205 AST Members, inPipeline2, WRA250813, 250903 Update AST from Mem Portal, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST2061","full_name":"Felicia Benoit","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4377754438","lead_status":"Renewed AST","new_member_date_2":"2024-05-07","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"284804","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm  May 6 2026 vm\r\nMay 12 2026 vm  May 15 2026 vm\r\nmay 21 2026 vm, May 27 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-27T13:24:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","area_code":"437","old_do_id":"L25A01830","paid_thru":"2026-04-30","date_of_renewal_identification":"2025-09-03","temp_do_id_for_auto_old_do_id":"AST2061","temp_intcode_for_auto_old_int_code":"06","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","old_int_code":"32","last_infoline_date_type":"2026-05-14","last_act_type":"2026-05-14","telemarketing_call_date":"2025-09-25","pcl_status":"P","pcl_completion_date":"2020-04-19","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"felicia.benoit7@gmail.com","apx_entered_date":"2026-03-16","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","last_engaged_date":"2025-09-03","individual_id":"118520","no_email_solicitation":"False","pds_march":"6","area_code":"647","time_zone":"2","intcode":"06","blocnote":"May 5 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T11:57:00-04:00","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"6","old_int_code":"31","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":"06","pds_september":"6","last_infoline_date_type":"2026-08-01","last_act_type":"2026-08-01","telemarketing_call_date":"2026-05-05","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","latest_paid_thru":"2026-10-31"}},"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","latest_paid_thru":"2020-02-29"}},"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":"2022-04-03","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","latest_paid_thru":"2022-04-30"}},"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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"6184","email":"oksana_barabash@hotmail.com","first_name":"Oksana","last_name":"Barabash","phone":"","orgname":"Strategyzer Inc","customer_acct_name":"Strategyzer Inc","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502966","full_name":"Oksana Barabash","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2008-06-09","individual_id":"58806","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"C16497","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-08-05","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":"2022-05-31","new_member_date_2":"2008-06-09","temp_do_id_for_auto_old_do_id":"LB2502966","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","phone_2":"6472789355","pds_september":"2","last_act_type":"2022-07-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-06-09","number_of_passed_courses":"1","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"oksana_barabash@hotmail.com","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"29579","email":"paulduquette@videotron.ca","first_name":"Paul","last_name":"Duquette","phone":"5147928591","orgname":"Imp\u00f4t et Tenue de Livres Paul","customer_acct_name":"Imp\u00f4t et Tenue de Livres Paul","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0412","full_name":"Paul Duquette","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"5147928591","lead_status":"Renewed APX","last_engaged_date":"2025-11-29","new_member_date_2":"2021-04-09","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"220261","no_email_solicitation":"False","pds_march":"3","area_code":"514","time_zone":"2","intcode":"99","blocnote":"AI. completer 16 oct 2025 envoie 2 courriels","sendpreexpirationemail":"2025-06-19T10:24:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T09:49:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"3","mini_nps":"5","value_help_with_complex":"Yes","old_int_code":"31","date_of_renewal_identification":"2026-02-19","pds_july":"3","paid_thru":"2027-03-31","pds_august":"3","extension_phone_1":"","temp_do_id_for_auto_old_do_id":"AST0412","temp_intcode_for_auto_old_int_code":"99","pds_september":"3","last_infoline_date_type":"2026-01-14","last_act_type":"2026-02-15","telemarketing_call_date":"2025-10-16","sendcandapplicationform":"2025-11-25T16:24:00-05:00","sendaigeneral":"2025-10-16T09:49:00-04:00","sendoctoberemail":"2025-10-16T09:49:20-04:00","sendaidatefr":"2025-10-16T09:49:20-04:00","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T09:49:00-04:00","value_designation":"No","testimonial":"","testimonialagree":"No","testimonialrefusal":"","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"paulduquette@videotron.ca","apx_entered_date":"2026-02-14","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"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, TMAI","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\n2026 May 08 contact informed Barb Pritchard no longer works there, no new contact info available","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:47-04:00","old_int_code":"08","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","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Barb Pritchard but was informed by the respondent that Barb no longer works at that number 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","session_id":"call_7ccdf6c120cd4188e82440e94c9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7ccdf6c120cd4188e82440e94c9","number_of_calls_reached":"1"}},"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":"2024-02-04","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","latest_paid_thru":"2020-06-30"}},"seriesid":"163"}
{"contact":{"id":"6715","email":"jleduc@eaglecopters.com","first_name":"Jessica","last_name":"Leduc","phone":"4032507370","orgname":"Eagle Copters Maintenance Ltd.","customer_acct_name":"Eagle Copters Maintenance Ltd.","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01881","extension_phone_1":"119","full_name":"Jessica Leduc","language":"English","origin":"Lapsed members","explicit_consent_date":"2019-07-22","domain_1":"eaglecopters.com","individual_id":"278165","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502257","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-06-30","temp_do_id_for_auto_old_do_id":"L25O01881","organization_id":"113420","members_type":"CORP","intcode":"07","blocnote":"LN Oct 15 2025 on another line.","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T11:40:00-04:00","temp_intcode_for_auto_old_int_code":"07","pf1_status":"P","pf1_completion_date":"2019-12-23","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"jleduc@eaglecopters.com","formatted_paid_thru":"30\/06\/2021","latest_paid_thru":"2021-06-30","company_paid_thru":"2021-06-30","corp_cancel_date":"2021-09-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9967","email":"james_estillore@yahoo.com.ph","first_name":"Joy","last_name":"Estillore","phone":"7807293088","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07699","full_name":"Joy James Estillore","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293621","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503208","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":"L25C07699","phone_2":"7807293088","last_act_type":"2020-09-10","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":"james_estillore@yahoo.com.ph","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"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","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"29571","email":"jhobelman54@gmail.com","first_name":"Janice","last_name":"Hobelman","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"do_id":"L25A01973","full_name":"Janice Hobelman, CHRL","members_type":"AST","city_1":"Monkton","province":"ON","language":"English","phone_2":"7058881742","lead_status":"Refused","new_member_date_2":"2023-08-25","pipeline_2_members_only_ast":"","individual_id":"191351","no_email_solicitation":"False","pds_march":"3","time_zone":"2","intcode":"21","blocnote":"22 May 2025 She retired","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T09:39:00-04:00","pipeline_1_lapsed_members":"Refused Lapsed","pds_may":"3","notrenewednolongerinpayroll":"Yes","pds_july":"3","paid_thru":"2025-07-31","area_code":"705","old_do_id":"AST0614","canceldate":"2025-08-08","temp_do_id_for_auto_old_do_id":"L25A01973","temp_intcode_for_auto_old_int_code":"21","pds_august":"3","pds_september":"3","last_conf_date_type":"2017-06-13","last_act_type":"2025-08-08","pcl_status":"P","pcl_completion_date":"2017-06-04","pf1_status":"F","pf1_completion_date":"2018-07-03","number_of_passed_courses":"1","pds_october":"3","trc":"True","wera":"False","pds_november":"3","npi_email_temp":"jhobelman54@gmail.com","pcl_completion_date_5":"2022-06-04","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"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","latest_paid_thru":"2022-12-31"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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":"15","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":"15","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\n2026 May 08 call reached Isabelle, call ended early without survey or renewal discussion","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":"2026-05-08T10:07:02-04:00","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":"06","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","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:02-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Isabelle and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. Isabelle indicated some hesitation, and the agent offered to call back at a more convenient time. The call ended shortly after without completing the survey or renewal discussion.","aitm_callsummarytitle":"Call reached Isabelle but ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d4cc4f1e7733f0a4bf76730b791","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d4cc4f1e7733f0a4bf76730b791","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29049","email":"cgorrill@mcnallyland.com","first_name":"Celsey","last_name":"Gorrill","phone":"4035035262","orgname":"Telford Land & Valuation Inc.","customer_acct_name":"Telford Land & Valuation Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0542","full_name":"Celsey Gorrill","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","lead_status":"Renewed APX","new_member_date_2":"2017-03-06","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"251006","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"May 1 2026 vm\r\nMay 25 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:42:00-04:00","intcode":"06","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":"AST0542","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2020-01-04","last_act_type":"2026-02-24","telemarketing_call_date":"2026-05-25","pcl_status":"P","pcl_completion_date":"2017-07-02","number_of_passed_courses":"1","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:37-05:00","npi_email_temp":"cgorrill@mcnallyland.com","date_of_renewal_identification":"2026-02-27","old_int_code":"99","pcl_completion_date_5":"2022-07-02","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"10371","email":"yssherry.huang@gmail.com","first_name":"Yushu","last_name":"Huang","phone":"4379833896","orgname":"IFocus Media Inc","customer_acct_name":"IFocus Media Inc","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07549","province":"ON","full_name":"Yushu Huang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"268530","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500717","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":"2018-10-17","temp_do_id_for_auto_old_do_id":"L25C07549","phone_2":"4379833896","last_act_type":"2020-10-09","pcl_status":"P","pcl_completion_date":"2019-02-03","pf1_status":"P","pf1_completion_date":"2019-05-26","pf2_status":"P","pf2_completion_date":"2019-07-14","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"yssherry.huang@gmail.com","pcl_completion_date_5":"2024-02-03","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"5462","email":"afiquet@scnutr.com","first_name":"Aur\u00e9lia","last_name":"Fiquet","phone":"4505460101","orgname":"Life Science Nutritionals Inc.","customer_acct_name":"Life Science Nutritionals Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01429","province":"QC","extension_phone_1":"122","full_name":"Aur\u00e9lia Fiquet","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2016-02-10","domain_1":"scnutr.com","attended_webinar":"No","lapsed_expiration_date":"2016-02-10","individual_id":"311486","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501419","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juin 2025 ne sait pas quand au bureau a demander de contacter par courriel pour me dire de la rappeler jeudi car sa derni\u00e8re journ\u00e9es part a la retraite","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T10:23:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01429","temp_intcode_for_auto_old_int_code":"6","organization_id":"241030","last_infoline_date_type":"2022-12-15","last_act_type":"2022-12-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"afiquet@scnutr.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5322","email":"catherine.lemieux@hotmail.com","first_name":"Martine","last_name":"D\u00fb","phone":"5146572333","orgname":"Garantie de Construction R\u00e9sidentielle","customer_acct_name":"Garantie de Construction R\u00e9sidentielle","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07662","province":"QC","full_name":"Martine Le D\u00fb","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2019-09-09","domain_1":"garantiegcr.com","attended_webinar":"No","lapsed_expiration_date":"2022-08-03","individual_id":"244388","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501391","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","members_type":"CAND","new_member_date_2":"2016-06-29","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25C07662","pds_august":"8","phone_2":"5145167547","pds_september":"8","last_infoline_date_type":"2017-10-25","last_act_type":"2021-03-06","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","intcode":"06","blocnote":"lnc.21 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T09:39:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","pds_november":"8","npi_email_temp":"catherine.lemieux@hotmail.com","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"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","latest_paid_thru":"2025-05-31"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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":"2026-12-01","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","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"5481","email":"pierre.bally@leddartech.com","first_name":"Pierre","last_name":"Bally","phone":"4186539000","orgname":"LeddarTech Inc.","customer_acct_name":"LeddarTech Inc.","tags":"CSV imported, paie.ca visited, Bounced, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501428","province":"QC","extension_phone_1":"228","full_name":"Pierre Bally","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2023-02-02","domain_1":"leddartech.com","attended_webinar":"No","lapsed_expiration_date":"2023-02-02","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","old_do_id":"QLNPI00170","members_type":"CORP","pipeline_1_lapsed_members":"Non-mailable Lapsed members","temp_do_id_for_auto_old_do_id":"LB2501428","npi_email_temp":"pierre.bally@leddartech.com"}},"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":"2025-05-09","last_act_type":"2025-05-09","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","latest_paid_thru":"2025-12-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"243467","canceldate":"2018-07-04","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T10:14:00-04:00","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":"2025-10-07","telemarketing_call_date":"2026-05-06","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","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"9969","email":"dclow@apm.ca","first_name":"Deborah","last_name":"Clow","phone":"9025698400","orgname":"APM Landmark","customer_acct_name":"APM Landmark","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01577","province":"PE","full_name":"Deborah Clow","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-10-10","domain_1":"apm.ca","lapsed_expiration_date":"2022-12-02","individual_id":"281668","area_code":"902","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501246","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"22 May 2025 Nicole is in payroll - She didn't have time to talk","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T10:34:00-04:00","intcode":"11","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01577","temp_intcode_for_auto_old_int_code":"11","organization_id":"281669","phone_2":"9023143132","last_act_type":"2021-12-14","pcl_status":"P","pcl_completion_date":"2021-01-31","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"dclow@apm.ca","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5346","email":"v.daigle@globetrotter.net","first_name":"Vicky","last_name":"Daigle","phone":"2146826246","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07355","full_name":"Vicky Daigle","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"298186","time_zone":"3","area_code":"214","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-17","old_do_id":"LB2502783","province":"QC","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":"L25C07355","phone_2":"4183897177","last_infoline_date_type":"2021-12-05","last_act_type":"2021-12-05","number_of_passed_courses":"0","trc":"True","wera":"False","intcode":"06","blocnote":"lnc.21 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T10:01:00-05:00","temp_intcode_for_auto_old_int_code":"06","onesentencenotrenewed":"","npi_email_temp":"v.daigle@globetrotter.net","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","old_do_id":"L25A02353","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-06-02","cpa_certification":"PCP","new_member_date_2":"2016-04-26","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"01","blocnote":"13 May 2025 VM\r\n04 September 2025 VM\r\nLN \/ 01 October 2025 VM\n2026 May 08 contact refused to engage and hung up immediately","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:43-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A02353","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2022-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called the contact and asked to speak with Qiang, but the contact immediately said no and hung up. No further conversation took place.","aitm_callsummarytitle":"Contact refused to engage","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"Contact refused to engage and hung up immediately.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"6","astotherreasonsnottorenew":"Contact refused to engage and hung up immediately.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_5b575213b722b7bda220d6c84d9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5b575213b722b7bda220d6c84d9","number_of_calls_reached":"1"}},"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":"2021-04-01","last_act_type":"2021-07-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"caracaz.k@gmail.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"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, AI Contacts sent to TM 2026","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":"April 30 2026 vm\r\nMay 21 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:32:00-04:00","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","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":"2021-06-07","last_act_type":"2025-08-29","telemarketing_call_date":"2026-05-21","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","latest_paid_thru":"2026-08-31"}},"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, TMAI","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\n2026 May 08 voicemail reached, no contact with Vishanel\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no message left\n2026 May 11 voicemail reached, contact not available\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 contact answered but not available to talk\n2026 May 15 call attempted but no answer\n2026 May 15 call ended due to inactivity, no contact reached\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T16:07:05-04:00","temp_do_id_for_auto_old_do_id":"L25A02599","temp_intcode_for_auto_old_int_code":"06","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","latest_paid_thru":"2020-01-31","called_by":"Tri","aitm_status_called":"2026-05-25T16:22:05-04:00","number_of_call_attempts":"6","number_of_total_call_attempts":"14","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","session_id":"call_cacd0e12db52180c14132482f3a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cacd0e12db52180c14132482f3a","old_int_code":"03","number_of_calls_reached":"2","mini_nps":"3","onesentencenotrenewed":"No conversation or renewal intent expressed due to call inactivity.","initialvalue":"Other","age_range":"Preferred not to say"}},"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":"2023-06-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ray.kang@watserv.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29140","email":"michellecure@hotmail.com","first_name":"Michelle","last_name":"Cure","phone":"2509215032","orgname":"","customer_acct_name":"","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":"L25A00254","old_do_id":"AST0322","full_name":"Michelle Cure","members_type":"AST","city_1":"Trail","province":"BC","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-01-04","individual_id":"331398","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":"15","blocnote":"Aug 14 2025 vm\r\nLN Nov 3 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call started, agent reached Michelle, survey began","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","phone_2":"2509215032","temp_do_id_for_auto_old_do_id":"L25A00254","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2026-05-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"michellecure@hotmail.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:12:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent reached Michelle and introduced the purpose of the call regarding her lapsed Associate membership with the National Payroll Institute. Michelle agreed to answer questions, and the agent began the survey by asking about the initial value that drove her to become a member.","aitm_callsummarytitle":"Started membership survey with Michelle","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_eb7ebc67178a5c8620ef14d3925","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_eb7ebc67178a5c8620ef14d3925","mini_nps":"3","old_int_code":"6","number_of_calls_reached":"1"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"294446","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:29:00-04:00","intcode":"06","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":"06","last_infoline_date_type":"2026-05-05","last_act_type":"2026-05-05","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2026-05-01","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":"31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"josee@carlexservices.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"9894","email":"jmorris@westerntrust.com","first_name":"Jenny","last_name":"Morris","phone":"8193411111","orgname":"Club Lespri Tremblant","customer_acct_name":"Club Lespri Tremblant","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250807 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01559","full_name":"Jenny Morris","language":"English","origin":"Lapsed Spring 2024","domain_1":"westerntrust.com","individual_id":"317132","area_code":"819","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502703","time_zone":"2","province":"QC","members_type":"CORP","phone_2":"6136625881","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","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 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-08-06T18:20:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25O01559","temp_intcode_for_auto_old_int_code":"16","organization_id":"317131","last_infoline_date_type":"2023-05-17","last_act_type":"2023-10-24","pcl_status":"F","pcl_completion_date":"2023-07-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jmorris@westerntrust.com","pcl_completion_date_5":"2028-07-01","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"6455","email":"info@treasurybookkeeping.com","first_name":"Sakineh","last_name":"Nangir","phone":"7786807167","orgname":"Treasury Bookkeeping Inc.","customer_acct_name":"Treasury Bookkeeping Inc.","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502118","full_name":"Sakineh Nangir, BBA","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2010-08-13","domain_1":"treasurybookkeeping.com","area_code":"778","region":"CDN","lead_status":"Refused","old_do_id":"C16304","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-10-02","individual_id":"172341","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":"2020-07-31","new_member_date_2":"2010-08-13","temp_do_id_for_auto_old_do_id":"LB2502118","temp_intcode_for_auto_old_int_code":"21","phone_2":"7786807167","last_act_type":"2020-12-31","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":"2011-02-15","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"info@treasurybookkeeping.com","pcl_completion_date_5":"2015-11-15","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31"}},"seriesid":"163"}
{"contact":{"id":"29038","email":"jnigh@bousfields.ca","first_name":"Jessica","last_name":"Nigh","phone":"4169479744","orgname":"Bousfields Inc.","customer_acct_name":"Bousfields Inc.","tags":"payroll.ca visited, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1041","full_name":"Jessica Nigh, CHRL, CHRP","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4165278210","lead_status":"Renewed APX","last_login_date":"2025-02-26T10:51:13-05:00","new_member_date_2":"2022-05-09","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"287584","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:25:00-04:00","last_engaged_date":"2025-10-01","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN_CPE","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","extension_phone_1":"222","temp_do_id_for_auto_old_do_id":"AST1041","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2026-04-15","last_act_type":"2026-04-15","telemarketing_call_date":"2026-05-01","pcl_status":"P","pcl_completion_date":"2020-08-30","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"P","pf2_completion_date":"2021-04-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-06-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","sendaidate":"2025-12-01T10:13:59-05:00","npi_email_temp":"jnigh@bousfields.ca","apx_entered_date":"2026-03-16","date_of_renewal_identification":"2026-04-16","old_int_code":"99","pcl_completion_date_5":"2025-08-30","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"8208","email":"esantos@graffconcrete.com","first_name":"Elizabeth","last_name":"Santos","phone":"9054578120","orgname":"The Graff Co Ulc","customer_acct_name":"The Graff Co Ulc","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01569","province":"ON","full_name":"Elizabeth Santos","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2010-10-12","domain_1":"graffconcrete.com","lapsed_expiration_date":"2022-12-02","individual_id":"239254","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500962","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":"2025-12-10T16:29:00-05:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01569","temp_intcode_for_auto_old_int_code":"6","organization_id":"145794","last_infoline_date_type":"2019-02-08","last_act_type":"2022-08-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"esantos@graffconcrete.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29523","email":"caroline@navismarine.ca","first_name":"Caroline","last_name":"Drummond","phone":"6045587922","orgname":"Navis Marine Insurance","customer_acct_name":"Navis Marine Insurance","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0400","full_name":"Caroline Drummond, CPA, CGA","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","lead_status":"Renewed APX","new_member_date_2":"2019-11-21","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"279551","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","blocnote":"May 5 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T12:40:00-04:00","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"2","temp_do_id_for_auto_old_do_id":"AST0400","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-06-25","last_act_type":"2025-10-27","date_of_renewal_identification":"2025-10-30","telemarketing_call_date":"2026-05-05","number_of_passed_courses":"0","old_int_code":"99","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:38-05:00","npi_email_temp":"caroline@navismarine.ca","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"5430","email":"vicky.minville@gmail.com","first_name":"Vicky","last_name":"Minville","phone":"4503472241","orgname":"Olymel S.E.C.","customer_acct_name":"Olymel S.E.C.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02470","province":"QC","extension_phone_1":"6819","full_name":"Vicky Minville","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2020-10-15","attended_webinar":"No","lapsed_expiration_date":"2020-10-15","individual_id":"278809","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501404","members_type":"PRO","phone_2":"5149168740","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","cpa_certification":"SCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"24 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 ss rep\r\n12 mai 2025 bv\r\n27 mai 2025 bv\r\n2 juin 2025 bv\r\n16 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-16T11:35:00-04:00","paid_thru":"2023-10-31","new_member_date_2":"2020-10-15","temp_do_id_for_auto_old_do_id":"L25P02470","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-03-23","last_act_type":"2024-04-04","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2021-07-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-07-19","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"vicky.minville@gmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"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","latest_paid_thru":"2022-08-31"}},"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":"2024-03-12","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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"10434","email":"luv.preet25@gmail.com","first_name":"Lovepreet","last_name":"Bhandal","phone":"5143576440","orgname":"Itr Laboratories","customer_acct_name":"Itr Laboratories","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":"L25C07635","province":"QC","full_name":"Lovepreet Bhandal","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"307972","area_code":"519","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501277","time_zone":"2","members_type":"CAND","phone_2":"5143576440","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T13:55:00-05:00","paid_thru":"2022-11-30","new_member_date_2":"2021-12-09","temp_do_id_for_auto_old_do_id":"L25C07635","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-09-12","pcl_status":"F","pcl_completion_date":"2022-04-21","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"luv.preet25@gmail.com","pcl_completion_date_5":"2027-04-21","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
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{"contact":{"id":"16354","email":"llitzy@gmail.com","first_name":"Lynn","last_name":"Litzenberger","phone":"3067283561","orgname":"Lynn Litzenberger","customer_acct_name":"Lynn Litzenberger","tags":"250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"province":"SK","full_name":"Lynn Litzenberger","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-02-20","attended_webinar":"Yes","lapsed_expiration_date":"2023-02-02","individual_id":"249083","time_zone":"3","area_code":"306","region":"CDN","last_engaged_date":"2024-12-19","members_type":"AST","lead_status":"Refused","new_member_date_2":"2016-12-15","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-02-02","cpa_certification":"PCP","no_email_solicitation":"FALSE","pds_march":"2","cert_status":"PENDING","intcode":"11","blocnote":"May 26 2025 vm\r\nAug 12 2025 Survey completed She deals more with bookkeeping right now but may be dealing with payroll again in the future.\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, message left\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human answer\n2026 May 13 call reached voicemail, no conversation\n2026 May 15 contact refused to engage with AI agent and ended call quickly","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:41-04:00","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2022-11-30","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","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"The US course was not I was specifically looking for.","membershipcost":"Yes","membershipcostspecify":"The membership cost because I am part of bookkeeping association already.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I deal with bookkeeping now.","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"The timing.","mini_nps":"4","age_range":"Above 61 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":"L25A00051","temp_intcode_for_auto_old_int_code":"11","pds_august":"2","phone_2":"3067283561","pds_september":"2","last_infoline_date_type":"2019-08-02","last_act_type":"2021-11-18","pcl_status":"P","pcl_completion_date":"2017-06-22","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":"2018-06-05","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"llitzy@gmail.com","pcl_completion_date_5":"2022-06-22","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:21:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent called Lynn to discuss her lapsed Associate membership with the National Payroll Institute, but Lynn refused to engage with the AI agent and ended the call quickly. The agent closed the call politely.","aitm_callsummarytitle":"User refused AI agent call","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_e0f54114dbcb101930e06b1deb8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e0f54114dbcb101930e06b1deb8","onesentencenotrenewed":"User refused to deal with AI agent.","date_of_renewal_identification":"","old_do_id":"L25A00051","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"17914","email":"lmabie@stu.ca","first_name":"Leah","last_name":"Mabie","phone":"5064520615","orgname":"St. Thomas University","customer_acct_name":"St. Thomas University","tags":"Fixed deal, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Leah Mabie","language":"English","origin":"Lapsed members","explicit_consent_date":"1993-10-01","domain_1":"stu.ca","do_id":"L25O01848","individual_id":"96059","time_zone":"1","area_code":"506","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502260","province":"NB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25O01848","organization_id":"9159","pds_august":"2","members_type":"CORP","pds_september":"2","last_act_type":"2021-12-17","intcode":"06","blocnote":"LN Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-21T10:41:00-04:00","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":"lmabie@stu.ca","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","company_paid_thru":"2021-10-31","corp_cancel_date":"2022-01-07","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30665","email":"rellahi-mohammed@unemployedhelp.on.ca","first_name":"Rabia","last_name":"Ellahi-Mohammed","phone":"9055791821","orgname":"Durham Region Unemployed Help Centre","customer_acct_name":"Durham Region Unemployed Help Centre","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333921","full_name":"Rabia Ellahi-Mohammed","members_type":"CAND","do_id":"L25C00447","city_1":"Oshawa","province":"ON","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-31","area_code":"905","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00447","last_act_type":"2024-03-21","pcl_status":"F","pcl_completion_date":"2024-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"Nov 26 2025 She doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:57:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"12","npi_email_temp":"rellahi-mohammed@unemployedhelp.on.ca","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
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{"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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"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":"2021-05-04","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","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"10088","email":"juliadwyer92@yahoo.com","first_name":"Julia","last_name":"Dwyer","phone":"7807472281","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":"Julia Dwyer","language":"English","origin":"Lapsed Spring 2024","individual_id":"317847","region":"CDN","lead_status":"Refused","old_do_id":"L25C06520","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7807472281","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-01-05","intcode":"21","blocnote":"Nov 6 2025 vm","paid_thru":"2023-10-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:29:00-05:00","new_member_date_2":"2022-11-08","temp_do_id_for_auto_old_do_id":"LB2505746","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-20","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"F","pf1_completion_date":"2023-12-20","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","do_id":"LB2505746","npi_email_temp":"juliadwyer92@yahoo.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"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","npi_email_temp":"sharryantonio16@gmail.com","pcl_completion_date_5":"2024-07-24","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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":"2025-01-08","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","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"17690","email":"azarowny@solut.ca","first_name":"Angel","last_name":"Zarowny","phone":"7802291990","orgname":"Solut Ltd.","customer_acct_name":"Solut Ltd.","tags":"payroll.ca visited, Payroll Resource Accessed, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Angel Zarowny, CMA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-02-26","domain_1":"solut.ca","attended_webinar":"Yes","lapsed_expiration_date":"2023-05-02","do_id":"L25O00130","individual_id":"262207","time_zone":"4","area_code":"780","region":"CDN","last_engaged_date":"2024-12-16","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 27 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T12:48:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00130","temp_intcode_for_auto_old_int_code":"6","organization_id":"262205","last_infoline_date_type":"2022-09-26","last_act_type":"2023-04-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"azarowny@solut.ca","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29177","email":"hunmum1@gmail.com","first_name":"Anna","last_name":"Gregory","phone":"4165159331","orgname":"LRI Engineering Inc.","customer_acct_name":"LRI Engineering Inc.","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"do_id":"L25A01826","full_name":"Anna Gregory","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"6474610146","lead_status":"Refused","new_member_date_2":"2023-05-01","pipeline_2_members_only_ast":"","individual_id":"138102","canceldate":"2025-07-04","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","blocnote":"April 28 2025 She is no longer with the company","dhmsfin_telemarketing_last_contacted_date":"2025-04-28T13:45:00-04:00","intcode":"21","old_do_id":"AST0558","notrenewednolongerinpayroll":"Yes","pipeline_1_lapsed_members":"Refused Lapsed","cert_status":"WITHDRAWN","extension_phone_1":"368","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01826","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-06-04","pcl_status":"P","pcl_completion_date":"2018-06-10","pf1_status":"P","pf1_completion_date":"2018-11-18","pf2_status":"P","pf2_completion_date":"2019-03-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-12-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"hunmum1@gmail.com","pcl_completion_date_5":"2023-06-10","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"6354","email":"shellyzh@yahoo.ca","first_name":"Xiao","last_name":"Zheng","phone":"6042821020","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02601","city_1":"AST","full_name":"Xiao Yan (Shelly) Zheng","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-01-24","individual_id":"216777","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502896","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2014-01-24","no_email_solicitation":"False","province":"BC","cert_status":"WITHDRAWN_CPE","time_zone":"5","paid_thru":"2020-01-31","intcode":"07","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 No answer\n2026-05-08 dial busy, phone:  +16042821020\n2026-05-08 dial busy, phone:  +16042821020\n2026-05-11 dial busy, phone:  +16042821020\n2026-05-11 dial busy, phone:  +16042821020\n2026-05-13 dial busy, phone:  +16042821020\n2026-05-13 dial busy, phone:  +16042821020\n2026-05-15 dial busy, phone:  +16042821020\n2026-05-15 dial busy, phone:  +16042821020","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:44-04:00","temp_do_id_for_auto_old_do_id":"L25A02601","temp_intcode_for_auto_old_int_code":"07","phone_2":"6042821020","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-08-09","pf1_status":"P","pf1_completion_date":"2013-08-26","pf2_status":"P","pf2_completion_date":"2013-09-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-09-13","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"shellyzh@yahoo.ca","pcl_completion_date_5":"2018-08-09","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:32-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"6","retell_call_status":"not_connected","session_id":"call_e3b22d6f58f17be2731909029aa","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e3b22d6f58f17be2731909029aa"}},"seriesid":"163"}
{"contact":{"id":"6380","email":"greg@team-aquatic.com","first_name":"Greg","last_name":"Sanderson","phone":"6049730856","orgname":"Team Aquatic Supplies Ltd.","customer_acct_name":"Team Aquatic Supplies Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01932","full_name":"Greg Sanderson","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-11-15","domain_1":"team-aquatic.com","individual_id":"269368","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501976","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01932","organization_id":"269361","members_type":"CORP","intcode":"16","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T12:36:00-04:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"greg@team-aquatic.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact with Shelley\n2026 May 08 call reached voicemail\n2026 May 11 - No direct contact, extension 500 unavailable\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact with Shelley\n2026 May 13 call reached voicemail\n2026 May 15 reached voicemail, no conversation\n2026 May 15 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:44-04:00","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":"06","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","latest_paid_thru":"2020-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly 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","session_id":"call_ba4698914f447ac95ffe05c00f2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ba4698914f447ac95ffe05c00f2","old_int_code":"03"}},"seriesid":"163"}
{"contact":{"id":"17921","email":"richard.mu@miuraz.com","first_name":"Richard","last_name":"Mu","phone":"9056074289","orgname":"Miura Canada Ltd.","customer_acct_name":"Miura Canada Ltd.","tags":"Fixed deal, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"extension_phone_1":"221","full_name":"Richard Mu","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2022-06-17","domain_1":"miuraz.com","do_id":"L25O01966","time_zone":"2","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-03-15","old_do_id":"LB2501890","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01966","individual_id":"266394","organization_id":"247599","members_type":"CORP","intcode":"07","blocnote":"LN Oct 20 2025 call back","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T12:03:00-04:00","temp_intcode_for_auto_old_int_code":"07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"richard.mu@miuraz.com","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10977","email":"lsenthilnathan@jaydee.us","first_name":"Leela","last_name":"Senthilnathan","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":"L25O01449","full_name":"Leela Senthilnathan","language":"English","origin":"Lapsed Spring 2024","domain_1":"jaydee.us","individual_id":"266517","area_code":"734","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502657","time_zone":"2","province":"MI","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"18 March 2025 VM\r\n31 March 2025 She hung up","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T13:16:00-04:00","intcode":"11","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01449","temp_intcode_for_auto_old_int_code":"11","organization_id":"260723","last_act_type":"2026-04-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lsenthilnathan@jaydee.us","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5367","email":"ablack@trafalgar.qc.ca","first_name":"Alicia","last_name":"Black","phone":"5149352644","orgname":"Trafalgar School for Girls","customer_acct_name":"Trafalgar School for Girls","tags":"CSV imported, F24 Webinar QC, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02383","province":"QC","full_name":"Alicia Black","language":"English","origin":"2024 FALL","domain_1":"trafalgar.qc.ca","attended_webinar":"No","lapsed_expiration_date":"2022-03-02","individual_id":"297299","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501506","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","new_member_date_2":"2021-01-29","no_email_solicitation":"FALSE","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T09:36:41-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25A02383","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2021-01-28","number_of_passed_courses":"0","old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"ablack@trafalgar.qc.ca","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T09:36:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called the contact at Trafalgar School for Girls and asked to speak with Alicia, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call ended after initial greeting","blocnote":"2026 May 08 call reached voicemail at Trafalgar School, message left\n2026 May 11 call initiated but no conversation beyond initial greeting","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_76f35bbbd7ee45ac02a4ac3c479","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_76f35bbbd7ee45ac02a4ac3c479","mini_nps":"3","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10961","email":"yukko@shaw.ca","first_name":"Yukiko","last_name":"Kanda","phone":"6042854495","orgname":"Retired","customer_acct_name":"Retired","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":"L25A02322","full_name":"Yukiko Kanda","language":"English","origin":"Lapsed 2024 Lapsed 2024","explicit_consent_date":"2003-08-21","lapsed_expiration_date":"2022-10-04","individual_id":"68524","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2504076","members_type":"AST","province":"BC","area_code":"604","time_zone":"5","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","new_member_date_2":"2003-08-21","no_email_solicitation":"FALSE","intcode":"16","blocnote":"17 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\n2026-05-08 invalid phone destination, phone: +16042854495\n2026-05-08 invalid phone destination, phone: +16042854495","paid_thru":"2022-07-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:44-04:00","temp_do_id_for_auto_old_do_id":"L25A02322","temp_intcode_for_auto_old_int_code":"16","phone_2":"6042854495","last_act_type":"2022-06-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"yukko@shaw.ca","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:16:45-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_b2ff3dbc6b17570825239f15e05","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b2ff3dbc6b17570825239f15e05"}},"seriesid":"163"}
{"contact":{"id":"10927","email":"lorenals32@gmail.com","first_name":"Lorena","last_name":"Sanchez","phone":"6044017113","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":"L25C06388","full_name":"Lorena Lopez Sanchez","language":"English","origin":"Lapsed Spring 2024","individual_id":"296322","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503596","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6044017113","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","intcode":"06","blocnote":"17 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":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T12:46:00-04:00","new_member_date_2":"2021-01-05","temp_do_id_for_auto_old_do_id":"L25C06388","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-01-11","pcl_status":"P","pcl_completion_date":"2021-04-26","pf1_status":"P","pf1_completion_date":"2021-11-08","pf2_status":"P","pf2_completion_date":"2022-05-22","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"lorenals32@gmail.com","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"10409","email":"david.burton@brentwood.bc.ca","first_name":"David","last_name":"Burton","phone":"2507435521","orgname":"Brentwood College Association","customer_acct_name":"Brentwood College 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":"L25O01500","full_name":"David Burton, CPA","language":"English","origin":"Lapsed Spring 2024","domain_1":"brentwood.bc.ca","individual_id":"222909","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502417","time_zone":"5","province":"BC","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"14 March 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-14T16:28:00-04:00","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":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"A new payroll took over","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":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01500","temp_intcode_for_auto_old_int_code":"1","organization_id":"191720","pds_august":"1","pds_september":"1","last_act_type":"2018-11-13","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"david.burton@brentwood.bc.ca","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10005","email":"bianca.collin@april.ca","first_name":"Bianca","last_name":"Collin","phone":"5147892399","orgname":"April Canada Inc.","customer_acct_name":"April Canada Inc.","tags":"CSV imported, paie.ca visited, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, WRA250625, npiAlert13, 250903 Update AST from Mem Portal, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A03120","province":"QC","extension_phone_1":"1523","full_name":"Bianca Collin","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2013-09-24","domain_1":"april.ca","lapsed_expiration_date":"2022-11-02","individual_id":"295907","area_code":"514","region":"CDN","lead_status":"Lapsed Member","old_do_id":"AST2016","time_zone":"2","members_type":"AST","new_member_date_2":"2025-06-17","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T10:13:00-04:00","blocnote":"13 mai bv\r\n20 mai 2026 bv\r\ncompl\u00e9ter 21 mai 2026 envoie d'un courriel elle est membre via son employeur ,","city_1":"Brossard","phone_2":"5142369771","nonactive_reason":"CAND\/PRO\/CORP->AST","date_of_renewal_identification":"","pipeline_2_members_only_ast":"","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"L25A03120","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2026-04-13","last_act_type":"2026-08-05","last_engaged_date":"2025-12-17","telemarketing_call_date":"2025-10-21","sendaigeneral":"2025-10-21T10:33:00-04:00","sendoctoberemail":"2025-10-21T10:33:40-04:00","sendaidatefr":"2025-10-21T10:33:41-04:00","email2":"","full_name_2":" ","sendmayemail":"2025-10-21T10:36:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"r\u00e9ponse aux question technique avec rapidit\u00e9.","testimonialagree":"No","testimonialrefusal":"","old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bianca.collin@april.ca","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","canceldate":"2026-05-08","ln_entered_date":"2026-05-09","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-21T10:12:00-04:00"}},"seriesid":"163"}
{"contact":{"id":"5363","email":"agnes@gestionagnesb.ca","first_name":"Agnes","last_name":"Bertrand","phone":"5149412956","orgname":"Gestion Agn\u00e8s Bertrand Inc.","customer_acct_name":"Gestion Agn\u00e8s Bertrand Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Agnes Bertrand","language":"French","origin":"2023 lapsed Members","domain_1":"gestionagnesb.ca","attended_webinar":"No","lapsed_expiration_date":"2022-03-02","individual_id":"296347","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","old_do_id":"L25A02390","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-03-02","new_member_date_2":"2021-01-06","no_email_solicitation":"FALSE","intcode":"01","blocnote":"9 juin 2025 completer\n2026 May 08 call reached Agnes who preferred French; agent unable to continue in French; contact not interested and ended call.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:47-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25A02390","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2021-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"agnes@gestionagnesb.ca","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Agnes to discuss her National Payroll Institute membership but encountered a language barrier as Agnes preferred French and the agent could only speak English. Agnes expressed disinterest and ended the call without proceeding further.","aitm_callsummarytitle":"Language Barrier and Disinterest","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact is not interested and prefers to speak in French, which the agent could not accommodate.","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","retell_call_status":"ended","session_id":"call_84f5563056c24dcbd24a7278ed7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_84f5563056c24dcbd24a7278ed7","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29164","email":"amirzaf@gmail.com","first_name":"Amir","last_name":"Zafar","phone":"6478934522","orgname":"Bausch + Lomb Corporation","customer_acct_name":"Bausch + Lomb Corporation","tags":"250205 AST Members, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02714","full_name":"Amir Zafar","members_type":"AST","city_1":"Milton","province":"ON","language":"English","phone_2":"6475104544","lead_status":"Lapsed Member","new_member_date_2":"2018-10-25","pipeline_2_members_only_ast":"","individual_id":"268817","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"06","blocnote":"Nov 10 2025 vm  Nov 18 2025 vm\r\nnov 25 2025 vm\n2026-02-27 Dial no answer\n2026 Feb 27 call reached uninitialized voicemail, no contact made\n2026-03-04 Dial no answer, phone: +16478934522\n2026 Mar 06 call reached voicemail, no contact made\n2026-03-09 Dial no answer, phone: +16478934522\n2026-03-11 Dial no answer, phone: +16478934522\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:45-04:00","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":"L25A02714","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-11-21","last_act_type":"2024-11-21","pcl_status":"P","pcl_completion_date":"2019-09-03","number_of_passed_courses":"1","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-30","trc":"True","wera":"False","canceldate":"2025-12-02","old_do_id":"AST1586","npi_email_temp":"amirzaf@gmail.com","aitm_status_called":"2026-03-11T15:16:46-04:00","number_of_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"05","retell_call_status":"ended","npi_transcriptsummary":"The call was not answered by the contact and went directly to voicemail.","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":"2024-09-03","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"29054","email":"colleenandapryl@gmail.com","first_name":"Colleen","last_name":"Andrews","phone":"9056666418","orgname":"Durham District School Board","customer_acct_name":"Durham District School Board","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Colleen Andrews","members_type":"CORP","city_1":"Reaboro","province":"ON","language":"English","phone_2":"9054414539","lead_status":"Renewed APX","new_member_date_2":"2020-10-06","pipeline_2_members_only_ast":"","individual_id":"221904","no_email_solicitation":"False","pds_march":"1","area_code":"905","time_zone":"2","intcode":"99","blocnote":"Oct 16 2025 vm  Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:20:00-04:00","pipeline_1_lapsed_members":"","pds_may":"1","old_do_id":"AST2199","pds_august":"1","date_of_renewal_identification":"2026-03-05","organization_id":"6198","temp_do_id_for_auto_old_do_id":"AST2199","temp_intcode_for_auto_old_int_code":"99","pds_september":"1","last_infoline_date_type":"2025-06-01","last_act_type":"2026-03-03","company_paid_thru":"2026-05-31","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2014-05-08","number_of_passed_courses":"1","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"colleenandapryl@gmail.com","canceldate":"2026-03-03","old_int_code":"6","pcl_completion_date_5":"2019-05-08","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"5398","email":"jull.zyryanova@gmail.com","first_name":"Julia","last_name":"Zyryanova","phone":"5148669814","orgname":"EDCM","customer_acct_name":"EDCM","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07036","province":"QC","full_name":"Julia Zyryanova","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2002-11-22","individual_id":"256302","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2025-01-04","old_do_id":"LB2501522","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","cpa_certification":"SCP","cert_status":"PENDING","paid_thru":"2022-08-31","new_member_date_2":"2017-09-15","temp_do_id_for_auto_old_do_id":"L25C07036","phone_2":"5145578247","last_infoline_date_type":"2017-12-10","last_act_type":"2021-08-29","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":"2019-12-03","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"jull.zyryanova@gmail.com","pcl_completion_date_5":"2022-12-24","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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, TMAI","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":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T16:31:40-04:00","phone_2":"8076331239","temp_do_id_for_auto_old_do_id":"L25A00259","temp_intcode_for_auto_old_int_code":"15","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":"3","age_range":"18 to 30 years","selfpayrollproficiency":"Basic","old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tiypo404@gmail.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T16:31:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_call_back_date_and_time":"2024-05-14T16:00:00-04:00","npi_call_back_time_hour":"16","npi_call_back_time_minute":"00","npi_transcriptsummary":"The call was very brief and ended immediately after the initial greeting without any further conversation or information exchange.","aitm_callsummarytitle":"Call ended after initial greeting","blocnote":"2026 May 08 callback scheduled for Michayla at 2024-05-14 16:00\n2026 May 08 very short call, no conversation","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8415803d687de91850bb66e116d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8415803d687de91850bb66e116d","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"9311","email":"argie_arenga@yahoo.com","first_name":"Argie","last_name":"Arenga","phone":"8252889020","orgname":"East-West College","customer_acct_name":"East-West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06961","province":"AB","full_name":"Argie Arenga","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304760","area_code":"825","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500172","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":"L25C06961","phone_2":"8252889020","last_act_type":"2021-04-09","pcl_status":"P","pcl_completion_date":"2021-11-28","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2022-04-05","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"argie_arenga@yahoo.com","pcl_completion_date_5":"2026-11-28","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"9981","email":"joti_kiran@hotmail.com","first_name":"Kiranjit","last_name":"Boparai","phone":"4166064444","orgname":"","customer_acct_name":"","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":"L25A02204","full_name":"Kiranjit Boparai","language":"English","origin":"Lapsed Spring 2024","individual_id":"191170","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503884","members_type":"AST","province":"ON","area_code":"416","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-12-02","cpa_certification":"PCP","new_member_date_2":"2011-10-11","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"Mar 13 2025 vm  Mar 26 2025 vm\r\nMar 31 2025 v  Apr 3 2025 vm APr 17 2025 vm\r\nmay 13 2025 vm  Aug 12 2025 vm\r\nLN Nov 10 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A02204","temp_intcode_for_auto_old_int_code":"6","phone_2":"4166064444","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-01-12","pf1_status":"P","pf1_completion_date":"2012-06-20","pf2_status":"P","pf2_completion_date":"2012-08-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-10-12","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"joti_kiran@hotmail.com","pcl_completion_date_5":"2017-01-12","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:41-04:00","number_of_call_attempts":"8","number_of_total_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","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7fb77df546552c3296f148a79a1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7fb77df546552c3296f148a79a1"}},"seriesid":"163"}
{"contact":{"id":"5313","email":"linda.whitmore@innovatrix.ca","first_name":"Linda","last_name":"Whitmore","phone":"8196823100","orgname":"Marcil Lavall\u00e9e","customer_acct_name":"Marcil Lavall\u00e9e","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07548","province":"QC","full_name":"Linda Whitmore","language":"French","origin":"2023 lapsed Members","domain_1":"innovatrix.ca","attended_webinar":"No","lapsed_expiration_date":"2021-12-02","individual_id":"257124","time_zone":"2","area_code":"613","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-31","old_do_id":"LB2501390","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":"L25C07548","phone_2":"8196823100","last_infoline_date_type":"2021-02-09","last_act_type":"2021-02-09","pcl_status":"P","pcl_completion_date":"2018-02-04","pf1_status":"P","pf1_completion_date":"2018-10-21","pf2_status":"P","pf2_completion_date":"2019-08-16","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"linda.whitmore@innovatrix.ca","pcl_completion_date_5":"2023-02-04","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"11012","email":"abbyras19@gmail.com","first_name":"Abby","last_name":"Schott","phone":"5199982038","orgname":"","customer_acct_name":"","tags":"CSV imported, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06633","full_name":"Abby Schott","language":"English","origin":"Lapsed Spring 2024","individual_id":"316368","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503502","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2023-08-31","new_member_date_2":"2022-09-06","temp_do_id_for_auto_old_do_id":"L25C06633","extension_phone_1":"8","phone_2":"5199982038","last_act_type":"2025-02-10","pcl_status":"F","pcl_completion_date":"2022-12-25","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T15:28:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"abbyras19@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"17299","email":"staciecoyle@hotmail.com","first_name":"Stacie","last_name":"Coyle","phone":"2503061400","orgname":"","customer_acct_name":"","tags":"Fixed deal, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Stacie Coyle","language":"English","origin":"2023 lapsed Members","do_id":"L25C07586","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503432","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-03-02","province":"BC","individual_id":"249285","time_zone":"5","members_type":"CAND","paid_thru":"2020-12-31","new_member_date_2":"2017-01-23","temp_do_id_for_auto_old_do_id":"L25C07586","phone_2":"2503061400","last_act_type":"2019-12-19","pcl_status":"P","pcl_completion_date":"2017-05-07","pf1_status":"P","pf1_completion_date":"2018-03-11","pf2_status":"P","pf2_completion_date":"2018-12-09","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"staciecoyle@hotmail.com","pcl_completion_date_5":"2022-05-07","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31"}},"seriesid":"163"}
{"contact":{"id":"8469","email":"jeffreyrubin@shaw.ca","first_name":"Jeffrey","last_name":"Rubin","phone":"6044744404","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02535","city_1":"AST","full_name":"Jeffrey Rubin","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2012-10-30","individual_id":"201126","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502884","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-09-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2012-10-30","no_email_solicitation":"False","province":"BC","cert_status":"WITHDRAWN_CPE","time_zone":"5","paid_thru":"2020-06-30","intcode":"16","blocnote":"Aug 13 2025 Survey completed He is no longer in payroll.\n2026-05-08 Dial no answer, phone: +16044744404\n2026-05-08 Dial no answer, phone: +16044744404\n2026-05-11 Dial no answer, phone: +16044744404\n2026-05-11 invalid phone destination, phone: +16044744404","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:48-04:00","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":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am no longer in payroll.","hardtoparticipateevents":"No","mini_nps":"4","age_range":"Above 61 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":"L25A02535","temp_intcode_for_auto_old_int_code":"16","phone_2":"6044744404","last_conf_date_type":"2013-06-18","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-09-05","pf1_status":"P","pf1_completion_date":"2012-10-03","pf2_status":"P","pf2_completion_date":"2012-10-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-10-30","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"jeffreyrubin@shaw.ca","pcl_completion_date_5":"2017-09-05","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30","called_by":"Tri","aitm_status_called":"2026-05-11T13:21:40-04:00","number_of_call_attempts":"4","number_of_total_call_attempts":"4","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_0d59a6d7d5c1327566b466329d2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0d59a6d7d5c1327566b466329d2"}},"seriesid":"163"}
{"contact":{"id":"6250","email":"ri66syah@gmail.com","first_name":"Rinasyah","last_name":"Sevenhuysen","phone":"2044534932","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, 250815 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02596","city_1":"AST","full_name":"Rinasyah Sevenhuysen","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2013-03-20","individual_id":"212878","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502893","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","members_type":"AST","new_member_date_2":"2013-03-20","no_email_solicitation":"False","pds_march":"1","province":"MB","time_zone":"3","pds_july":"1","paid_thru":"2020-02-29","intcode":"05","blocnote":"number not in service\n2026-05-08 Dial no answer, phone: +12044534932\n2026-05-08 Dial no answer, phone: +12044534932\n2026-05-11 Dial no answer, phone: +12044534932\n2026-05-11 Dial no answer, phone: +12044534932\n2026-05-13 Dial no answer, phone: +12044534932\n2026-05-13 Dial no answer, phone: +12044534932\n2026-05-15 Dial no answer, phone: +12044534932\n2026-05-15 Dial no answer, phone: +12044534932","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:40-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"16","temp_do_id_for_auto_old_do_id":"L25A02596","temp_intcode_for_auto_old_int_code":"05","pds_august":"1","phone_2":"2044534932","pds_september":"1","last_act_type":"2019-10-01","pcl_status":"F","pcl_completion_date":"2015-09-08","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"ri66syah@gmail.com","pcl_completion_date_5":"2020-09-08","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_a970df6744003a1be2f73e2593c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a970df6744003a1be2f73e2593c"}},"seriesid":"163"}
{"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, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"10.13.131.38","fields":{"full_name":"Dana Anderson","members_type":"AST","city_1":"Foothills","province":"AB","language":"English","phone_2":"4035192674","lead_status":"Refused","last_engaged_date":"2025-06-05","new_member_date_2":"2008-05-29","pipeline_2_members_only_ast":"","individual_id":"131486","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"May 4 2026 She is retiring soon.","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T11:46:00-04:00","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","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":"21","last_act_type":"2025-05-03","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":"2026-05-27","pcl_completion_date_5":"2013-12-16","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","mini_nps":"","testimonial":"","renewal_refusal_reasons":"No longer in payroll (e.g., Retired\/changed career\/No longer working in payroll\/Left Canada)","old_int_code":"02","date_of_renewal_identification":"","old_do_id":"AST0038","astreasonsnottorenew":"No-Longer-in-Payroll","ai_entered_date":"2026-05-27"}},"seriesid":"163"}
{"contact":{"id":"9906","email":"cfederighi@hertz.com","first_name":"Cristina","last_name":"Federighi","phone":"2393017000","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, TMAI","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":"0","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\n2026 May 08 call reached voicemail, no contact made\n2026-05-08 invalid phone destination, phone: +19057730729","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:30-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A02191","temp_intcode_for_auto_old_int_code":"08","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","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:50-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was not answered and went to voicemail immediately upon dialing. 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","session_id":"call_f3fee897119181c0daceb03fde1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f3fee897119181c0daceb03fde1","old_int_code":"08"}},"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","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"10943","email":"scarpiex3@gmail.com","first_name":"Anna","last_name":"Scarpato","phone":"5142859100","orgname":"Birinco Investments Inc.","customer_acct_name":"Birinco Investments 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":"L25P02429","extension_phone_1":"201","full_name":"Anna Maria Scarpato","language":"English","origin":"Lapsed Spring 2024","individual_id":"136760","area_code":"514","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502353","time_zone":"2","province":"QC","members_type":"PRO","phone_2":"4504301162","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"18 March 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-18T10:39:00-04:00","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":"Yes","membershipcostspecify":"you couldn't pay because her prior employer was paying for it","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"she could get the information for government websites","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"No","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"Yes","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"Yes","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-03-02","cpa_certification":"CPM","cert_status":"WITHDRAWN","pds_july":"15","paid_thru":"2023-12-31","new_member_date_2":"2023-01-12","temp_do_id_for_auto_old_do_id":"L25P02429","temp_intcode_for_auto_old_int_code":"1","pds_august":"15","pds_september":"15","last_infoline_date_type":"2021-06-18","last_conf_date_type":"2021-06-09","last_act_type":"2024-01-10","pcl_status":"P","pcl_completion_date":"2011-09-08","pf1_status":"P","pf1_completion_date":"2012-02-14","pf2_status":"P","pf2_completion_date":"2012-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-06-28","number_of_passed_courses":"4","pds_october":"15","trc":"False","wera":"False","pds_november":"15","npi_email_temp":"scarpiex3@gmail.com","pcl_completion_date_5":"2016-09-08","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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":"Renewed APX","new_member_date_2":"2007-05-25","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"116943","no_email_solicitation":"False","area_code":"215","time_zone":"2","intcode":"99","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":"11","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0109","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2024-08-02","last_conf_date_type":"2013-06-18","last_act_type":"2026-08-05","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\/2027","latest_paid_thru":"2027-04-30","date_of_renewal_identification":"2026-05-13"}},"seriesid":"163"}
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{"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":"2020-01-09","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","latest_paid_thru":"2020-03-31"}},"seriesid":"163"}
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{"contact":{"id":"9949","email":"sarvsaini92@gmail.com","first_name":"Sarvjeet","last_name":"Kaur","phone":"7059882716","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":"L25C07010","full_name":"Sarvjeet Kaur","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304748","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503403","members_type":"CAND","province":"ON","area_code":"705","time_zone":"2","phone_2":"7059882716","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-04-22T17:16:00-04:00","blocnote":"Nov 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T09:42:00-05:00","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":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I got a job in auditing.","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","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-09","temp_do_id_for_auto_old_do_id":"L25C07010","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-09-09","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"1","npi_email_temp":"sarvsaini92@gmail.com","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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":"2023-02-05","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","latest_paid_thru":"2023-11-30"}},"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","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"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":"2020-02-07","last_act_type":"2020-02-07","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","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"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":"2020-03-09","last_act_type":"2020-02-11","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","latest_paid_thru":"2020-08-31","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9988","email":"chevelle_91williams@yahoo.ca","first_name":"Chevelle","last_name":"Williams","phone":"6474594696","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":"L25C07621","full_name":"Chevelle Williams","language":"English","origin":"Lapsed Spring 2024","individual_id":"284374","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503572","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6474594696","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"01","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 Survey completed","paid_thru":"2023-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:28:00-04:00","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":"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":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","new_member_date_2":"2020-01-10","temp_do_id_for_auto_old_do_id":"L25C07621","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2022-09-15","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"F","pf1_completion_date":"2022-12-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"chevelle_91williams@yahoo.ca","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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":"2022-06-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"directorfinance@townshipleeds.on.ca","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5384","email":"aguillemette@biomed-pharma.ca","first_name":"Am\u00e9lie","last_name":"Guillemette","phone":"5145695189","orgname":"Biomed Pharma","customer_acct_name":"Biomed Pharma","tags":"CSV imported, F24 Webinar registration QC, F24 Webinar QC, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A00104","province":"QC","full_name":"Am\u00e9lie Guillemette","language":"English","origin":"2024 FALL","domain_1":"biomed-pharma.ca","attended_webinar":"No","lapsed_expiration_date":"2023-01-05","individual_id":"306831","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETA00425","members_type":"AST","new_member_date_2":"2021-11-03","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","no_email_solicitation":"FALSE","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","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\n2026 May 08 call disconnected due to inaudible user responses, no conversation established","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A00104","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2021-02-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"aguillemette@biomed-pharma.ca","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent repeatedly attempted to speak with Am\u00e9lie but was unable to understand or hear any clear response from the user. The call ended without any meaningful conversation or task completion.","aitm_callsummarytitle":"Unsuccessful call due to inaudible user","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b2732d6c378f36e7602dff6ed94","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b2732d6c378f36e7602dff6ed94","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2023-09-30"}},"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","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"11048","email":"pdresch@imc-mnc.ca","first_name":"Paul","last_name":"Dresch","phone":"6132360455","orgname":"Innovative Medicines Canada","customer_acct_name":"Innovative Medicines Canada","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01758","province":"ON","extension_phone_1":"228","full_name":"Paul Dresch","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2009-10-07","domain_1":"imc-mnc.ca","lapsed_expiration_date":"2022-05-03","individual_id":"159823","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500964","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"May 22 2025 vm\r\nAug 8 2025 vm\r\nLN Oct 8 2025 Paul is retired now, need new contact.","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T13:41:00-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01758","temp_intcode_for_auto_old_int_code":"10","organization_id":"159822","old_int_code":"6","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pdresch@imc-mnc.ca","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"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":{"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","latest_paid_thru":"2023-12-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"253886","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:55:00-04:00","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":"06","last_infoline_date_type":"2023-02-11","last_act_type":"2026-09-04","telemarketing_call_date":"2026-05-01","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":"31","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","latest_paid_thru":"2027-05-31"}},"seriesid":"163"}
{"contact":{"id":"18121","email":"mpatel_09@yahoo.com","first_name":"Mital","last_name":"Patel","phone":"6478826475","orgname":"","customer_acct_name":"","tags":"Fixed deal, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Mital Patel","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"08-juil-05","attended_webinar":"Yes","do_id":"LB2502254","individual_id":"91535","members_type":"PRO","time_zone":"2","area_code":"647","region":"CDN","lead_status":"Refused","old_do_id":"C17658","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-09-02","cpa_certification":"CPM","cert_status":"WITHDRAWN","intcode":"21","blocnote":"May 27 2025 No one by the name Mital works there","dhmsfin_telemarketing_last_contacted_date":"2025-05-27T13:26:00-04:00","old_int_code":"12","paid_thru":"2021-06-30","new_member_date_2":"2005-07-08","temp_do_id_for_auto_old_do_id":"LB2502254","temp_intcode_for_auto_old_int_code":"21","phone_2":"9055530966","last_infoline_date_type":"2018-10-18","last_act_type":"2021-01-12","pf2_status":"P","pf2_completion_date":"2008-09-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-08-16","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"mpatel_09@yahoo.com","formatted_paid_thru":"30\/06\/2021","latest_paid_thru":"2021-06-30"}},"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":"2022-08-04","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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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":"2023-02-01","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","latest_paid_thru":"2022-07-31"}},"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":"2021-02-03","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","latest_paid_thru":"2020-09-30"}},"seriesid":"163"}
{"contact":{"id":"9973","email":"bgagliano1204@gmail.com","first_name":"Biagina","last_name":"Gagliano","phone":"4165938587","orgname":"FP Canada","customer_acct_name":"FP Canada","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07314","province":"ON","extension_phone_1":"243","full_name":"Biagina Gagliano","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"273903","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500829","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":"2019-03-08","temp_do_id_for_auto_old_do_id":"L25C07314","phone_2":"4168711942","last_infoline_date_type":"2021-06-17","last_act_type":"2021-06-17","pcl_status":"P","pcl_completion_date":"2019-07-02","pf1_status":"F","pf1_completion_date":"2020-02-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"bgagliano1204@gmail.com","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"5396","email":"mc@myckael.ca","first_name":"Mycka\u00ebl","last_name":"Charbonneau","phone":"5148444874","orgname":"Maison d'H\u00e9relle","customer_acct_name":"Maison d'H\u00e9relle","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07311","province":"QC","extension_phone_1":"109","full_name":"Mycka\u00ebl Charbonneau","language":"French","origin":"2023 lapsed Members","domain_1":"myckael.ca","attended_webinar":"No","lapsed_expiration_date":"2023-02-02","individual_id":"253796","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501521","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","paid_thru":"2022-02-28","new_member_date_2":"2021-03-03","temp_do_id_for_auto_old_do_id":"L25C07311","phone_2":"4388895908","last_act_type":"2021-04-13","pcl_status":"P","pcl_completion_date":"2017-10-01","pf1_status":"F","pf1_completion_date":"2021-08-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-13","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"mc@myckael.ca","pcl_completion_date_5":"2022-10-01","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"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, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A03081","full_name":"Adedeji Ogunnubi","members_type":"AST","city_1":"Calgary","province":"TX","language":"English","phone_2":"2819799474","lead_status":"Lapsed Member","last_login_date":"2025-02-26T10:49:52-05:00","new_member_date_2":"2024-03-20","pipeline_2_members_only_ast":"","individual_id":"271534","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"4","area_code":"713","time_zone":"3","blocnote":"May 4 2026 vm\r\nMay 6 2026 Survey completed Send web email and application . He said  the membership is useful but he does not use much because he is working in the US now.\n2026 May 08 call started, agent reached Adedeji, began survey but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:47-04:00","intcode":"15","old_do_id":"AST1062","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":"L25A03081","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","pipeline_1_lapsed_members":"Lapsed Members","mini_nps":"3","testimonial":"Na","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-06T15:21:00-04:00","sendapxapplicationform":"2026-05-06T15:22:00-04:00","old_int_code":"02","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent successfully reached Adedeji and introduced the call regarding the lapsed Associate membership. The agent began the survey by asking the first question about the initial value that drove the user to become a member. The call ended shortly after the first question was asked.","aitm_callsummarytitle":"Initial Survey Question Asked to Adedeji","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e32be55293b09c33c039351b149","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e32be55293b09c33c039351b149","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30707","email":"catherinepoire@gmail.com","first_name":"Catherine","last_name":"Poir\u00e9","phone":"5148475959","orgname":"CDPQ Infra Inc.","customer_acct_name":"CDPQ Infra Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"120974","full_name":"Catherine Poir\u00e9, PCP,CRHA","members_type":"CORP","coidnewmbrdate":"2018-04-03","city_1":"Montr?al","province":"QC","language":"French","phone_2":"5149099936","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","area_code":"514","time_zone":"2","date_of_renewal_identification":"2025-04-25","new_member_date_2":"2025-02-21","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"AST02948","cert_status":"ACTIVE","cpa_certification":"SCP","pds_august":"20","pds_september":"20","last_infoline_date_type":"2024-06-12","last_conf_date_type":"2008-06-10","last_act_type":"2026-04-05","pcl_status":"P","pcl_completion_date":"2008-04-18","pf1_status":"P","pf1_completion_date":"2008-08-19","pf2_status":"P","pf2_completion_date":"2008-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-10-17","number_of_passed_courses":"4","pds_october":"20","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pds_november":"20","old_do_id":"AST02948","npi_email_temp":"catherinepoire@gmail.com","pipeline_2_members_only_ast":"","organization_id":"9003","canceldate":"2026-04-02","pcl_completion_date_5":"2013-04-18","formatted_paid_thru":"31\/08\/2026","company_paid_thru":"2026-08-31","latest_paid_thru":"2026-08-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"8532","email":"stroke@mccoyglobal.com","first_name":"Cyrene","last_name":"Sanico","phone":"7803774011","orgname":"McCoy Global Inc.","customer_acct_name":"McCoy Global Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02628","full_name":"Cyrene Sanico","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2019-11-26","domain_1":"mccoyglobal.com","individual_id":"283279","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502239","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-02-02","members_type":"AST","new_member_date_2":"2019-11-26","no_email_solicitation":"FALSE","email2":"sanico_cyrene@yahoo.com","intcode":"06","blocnote":"13 May 2025 VM\r\n08 September 2025 No longer works there\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail not initialized by customer\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","paid_thru":"2020-11-30","old_int_code":"16","temp_do_id_for_auto_old_do_id":"L25A02628","temp_intcode_for_auto_old_int_code":"06","phone_2":"7802883980","last_infoline_date_type":"2020-04-13","last_act_type":"2020-04-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"stroke@mccoyglobal.com","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:40-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach the contact, but it went to voicemail and was not answered by a human.","aitm_callsummarytitle":"Voicemail reached, no answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1d0e2156a41929a15e4662ccb76","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1d0e2156a41929a15e4662ccb76","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"8214","email":"abehenna@endeavoursolutions.ca","first_name":"Alyssa","last_name":"Behenna","phone":"9055422139","orgname":"Endeavour Solutions Inc.","customer_acct_name":"Endeavour Solutions Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"LB2501261","province":"ON","extension_phone_1":"250","full_name":"Alyssa Behenna","language":"English","origin":"2023 lapsed Members","domain_1":"endeavoursolutions.ca","lapsed_expiration_date":"2023-02-02","individual_id":"285269","area_code":"905","region":"QC","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"12","time_zone":"2","members_type":"CAND","phone_2":"4165788206","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 10 2025 vm   Mar 18 2025 vm  Mar 27 name not in the directory","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T18:16:00-04:00","canceldate":"2023-02-02","intcode":"21","paid_thru":"2022-11-30","new_member_date_2":"2021-12-10","temp_do_id_for_auto_old_do_id":"LB2501261","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-18","pcl_status":"P","pcl_completion_date":"2022-05-15","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"abehenna@endeavoursolutions.ca","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"9310","email":"hihongg@gmail.com","first_name":"Hong","last_name":"Guo","phone":"6133225382","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":"LB2503600","full_name":"Hong Guo","language":"English","origin":"Lapsed Spring 2024","individual_id":"297688","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001744","members_type":"CAND","province":"BC","area_code":"613","time_zone":"2","phone_2":"6133225382","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:59:00-04:00","blocnote":"12 March 2025 Number not in service","notrenewedother":"Phone cannot be recovered","canceldate":"2024-04-02","cert_status":"PENDING","new_member_date_2":"2021-02-09","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"LB2503600","temp_intcode_for_auto_old_int_code":"16","cpa_certification":"PCP","last_act_type":"2024-07-09","pcl_status":"P","pcl_completion_date":"2021-04-18","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2021-08-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-11-25","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"hihongg@gmail.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"6590","email":"jodene@perfectbalanceinc.ca","first_name":"Jodene","last_name":"Jodoin","phone":"2269720857","orgname":"Perfect Balance Inc.","customer_acct_name":"Perfect Balance Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02091","full_name":"Jodene Jodoin","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-04-24","domain_1":"perfectbalanceinc.ca","individual_id":"272025","area_code":"226","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501823","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25O02091","organization_id":"272024","members_type":"CORP","last_act_type":"2026-01-13","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T10:44:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jodene@perfectbalanceinc.ca","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31","company_paid_thru":"2020-03-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5336","email":"szyati@hotmail.com","first_name":"Samira","last_name":"Moutaki","phone":"5147210877","orgname":"AZ Services Comptable","customer_acct_name":"AZ Services Comptable","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02301","province":"QC","full_name":"Samira El Moutaki","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2002-11-22","individual_id":"237744","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501492","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","new_member_date_2":"2015-09-23","no_email_solicitation":"FALSE","phone_2":"5142241269","intcode":"15","blocnote":"9 juin 2025 bv appeler au 514 721 0877\n2026 May 08 call disconnected after fragmented conversation, no clear interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:49-04:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A02301","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2021-08-23","pcl_status":"P","pcl_completion_date":"2016-02-02","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"szyati@hotmail.com","pcl_completion_date_5":"2021-02-02","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Samira, but the conversation was mostly inaudible and fragmented. The agent tried to confirm the identity multiple times, but the call ended without a clear interaction or completion of the intended task.","aitm_callsummarytitle":"Unsuccessful call - no clear interaction","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_56dcacbba224e573de9d5c6aa02","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_56dcacbba224e573de9d5c6aa02","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10455","email":"jaelene.greenaway@birchwood.ca","first_name":"Jaelene","last_name":"Greenaway","phone":"2048334763","orgname":"Birchwood Auto Group","customer_acct_name":"Birchwood Auto Group","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"MB","full_name":"Jaelene Greenaway, PLP","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-05-28","lapsed_expiration_date":"2022-08-03","area_code":"204","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"L25O00298","time_zone":"3","members_type":"CORP","organization_id":"59658","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"May 21 2025 Survey completed Yvette Carmona no longer there . Spoke to Jaelene\r\nShe would like to know why if she has 4 employees on membership why does the price increase when the corporations has more employees.","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T17:30:00-04:00","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":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"More in person courses and functions.","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","individual_id":"242137","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2505509","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"CPM","pds_august":"1","phone_2":"2048334763","old_int_code":"2","pds_september":"1","last_infoline_date_type":"2021-05-10","last_act_type":"2026-04-05","company_paid_thru":"2027-05-31","pcl_status":"P","pcl_completion_date":"2016-05-09","pf1_status":"P","pf1_completion_date":"2016-07-24","pf2_status":"P","pf2_completion_date":"2016-10-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-11-17","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2505509","npi_email_temp":"jaelene.greenaway@birchwood.ca","pcl_completion_date_5":"2021-05-09","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"10417","email":"jgorrie@tobaccoplains.org","first_name":"Jenna","last_name":"Gorrie","phone":"2508873461","orgname":"Tobacco Plains Indian Band","customer_acct_name":"Tobacco Plains Indian Band","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02230","province":"BC","extension_phone_1":"3406","full_name":"Jenna Gorrie","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-10-14","domain_1":"tobaccoplains.org","lapsed_expiration_date":"2022-12-02","individual_id":"293611","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500464","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","blocnote":"May 21 2025 in a meeting\r\nAug 7 2025 not at her desk\r\nLN Oct 7 2025 She said that they are moving things around in the company and that she is just overseeing payroll and will make a decision on membership once they get a new CFO.","dhmsfin_telemarketing_last_contacted_date":"2025-10-07T12:08:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O02230","temp_intcode_for_auto_old_int_code":"15","organization_id":"293612","phone_2":"2508873177","last_infoline_date_type":"2021-10-06","last_act_type":"2022-11-17","old_int_code":"7","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jgorrie@tobaccoplains.org","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"May 4 2026 vm  May 6 2026 vm\r\nMay 8 2026 vm  May 13 2026 vm\r\nMay 15 2026 vm  May 21 2026 vm\r\nMay 27 2026 vm. June 2 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-02T11:23:00-04:00","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":"2024-12-06","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","latest_paid_thru":"2026-05-31"}},"seriesid":"163"}
{"contact":{"id":"6279","email":"fionafalcucci@gmail.com","first_name":"Fiona","last_name":"Laffey","phone":"6138976944","orgname":"Rebel.com","customer_acct_name":"Rebel.com","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02568","full_name":"Fiona Laffey","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2016-10-18","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502046","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"219563","canceldate":"2020-07-03","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2016-10-18","no_email_solicitation":"False","cert_status":"PENDING","intcode":"06","blocnote":"12 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM\n2026 May 08 call reached voicemail, Fiona not available\n2026 May 08 call reached voicemail, no contact with Fiona\n2026 May 11 voicemail reached, no contact with Fiona\n2026 May 11 call initiated but contact not reached; transferred to another person who did not confirm availability of Fiona\n2026 May 13 reached voicemail, Fiona not available\n2026 May 13 call disconnected early, no contact reached\n2026 May 15 reached voicemail, no human contact\n2026 May 15 call reached voicemail, no message left\n2026 May 19 call reached voicemail, no contact with Fiona\n2026 May 19 call reached voicemail, no contact with Fiona\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no human answer\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25A02568","temp_intcode_for_auto_old_int_code":"06","phone_2":"6138976944","last_act_type":"2020-06-01","pcl_status":"P","pcl_completion_date":"2014-02-11","pf1_status":"P","pf1_completion_date":"2017-02-19","pf2_status":"P","pf2_completion_date":"2018-09-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-06-06","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"fionafalcucci@gmail.com","pcl_completion_date_5":"2019-02-11","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","called_by":"Tri","aitm_status_called":"2026-05-25T15:22:08-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"14","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","session_id":"call_5e5c2a52eaf533e1047f2e0d005","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5e5c2a52eaf533e1047f2e0d005","old_int_code":"03","number_of_calls_reached":"2","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"10373","email":"randa_001@hotmail.com","first_name":"Randa","last_name":"Cotran","phone":"5149011330","orgname":"","customer_acct_name":"","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":"L25P02433","full_name":"Randa Cotran","language":"English","origin":"Lapsed Spring 2024","individual_id":"196344","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503912","members_type":"PRO","province":"QC","area_code":"514","time_zone":"2","phone_2":"5149011330","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"14 March 2025 Survey completed\n2026 May 25 call reached voicemail, no conversation\n2026 May 25 call reached voicemail after brief greeting","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:07-04:00","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":"Yes","membershipcostspecify":"specially that she was not use it","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"changed to accounting","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Above 61 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":"WITHDRAWN","pds_july":"1","paid_thru":"2023-12-31","new_member_date_2":"2021-01-19","temp_do_id_for_auto_old_do_id":"L25P02433","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","pds_september":"1","last_infoline_date_type":"2020-07-13","last_act_type":"2024-05-31","pcl_status":"P","pcl_completion_date":"2012-07-04","pf1_status":"P","pf1_completion_date":"2012-11-27","pf2_status":"P","pf2_completion_date":"2014-08-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-04-24","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"randa_001@hotmail.com","pcl_completion_date_5":"2017-07-04","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-25T12:22:12-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was very brief and ended with reaching voicemail after the initial greeting and partial identification attempt.","aitm_callsummarytitle":"Voicemail reached after brief greeting","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"1","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bad3dafa22c0b974dd1ef853b2e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bad3dafa22c0b974dd1ef853b2e","number_of_total_call_attempts":"2"}},"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":{"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":"2023-08-02","last_act_type":"2026-01-19","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","latest_paid_thru":"2026-12-31","pf2_status":"E"}},"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":"2019-11-01","last_act_type":"2020-01-12","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","latest_paid_thru":"2020-06-30"}},"seriesid":"163"}
{"contact":{"id":"10993","email":"lucerorivas@hotmail.com","first_name":"Lucero","last_name":"Crews","phone":"7788824715","orgname":"RC Accounting Inc","customer_acct_name":"RC Accounting Inc","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":"L25A02219","full_name":"Lucero Crews","language":"English","origin":"Lapsed Spring 2024","individual_id":"246518","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503534","members_type":"AST","province":"BC","area_code":"778","time_zone":"5","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"17 March 2025 Survey completed\n2026 May 08 call reached voicemail, no message left\n2026 May 08 reached voicemail at RC accounting\n2026 May 11 reached voicemail at RC accounting\n2026 May 11 reached voicemail at RC accounting\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 reached voicemail at RC accounting\n2026 May 15 call reached voicemail, message left\n2026 May 15 voicemail reached, message left for Lucero Cruz","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","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 was not 100 % satisfied with the answers she got to her questions","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"having update about the CPP","mini_nps":"4","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","canceldate":"2023-11-02","cpa_certification":"PCP","new_member_date_2":"2016-09-12","no_email_solicitation":"FALSE","cert_status":"PENDING","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A02219","temp_intcode_for_auto_old_int_code":"06","phone_2":"7788824715","last_infoline_date_type":"2018-07-03","last_act_type":"2023-03-03","pcl_status":"P","pcl_completion_date":"2016-11-27","pf1_status":"P","pf1_completion_date":"2017-03-05","pf2_status":"P","pf2_completion_date":"2017-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-03","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"lucerorivas@hotmail.com","pcl_completion_date_5":"2021-11-27","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:30-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent called Lucero Cruz at RC accounting but reached voicemail. The agent left a message as Lucero was not available to take the call.","aitm_callsummarytitle":"Voicemail reached for Lucero Cruz","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"1","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e4ebe30e6767b6a62c8c13455b2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e4ebe30e6767b6a62c8c13455b2"}},"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","latest_paid_thru":"2020-03-31"}},"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"}
{"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, TMAI","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\n2026 May 08 call reached voicemail for Debbie Considineo\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 dial busy, phone:  +14165982920\n2026 May 11 call went to voicemail, no contact reached\n2026 May 13 call reached voicemail at MCW Consultants and MCW Custom Energy Solutions\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 voicemail reached for Debbie Considineo\n2026 May 15 call went to voicemail, no contact reached","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:43-04:00","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":"06","pds_august":"3","phone_2":"9058120998","pds_september":"3","last_act_type":"2022-05-01","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","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went to voicemail immediately. 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","session_id":"call_74aaaedbdc0ccb5eb0de6b9b4c6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_74aaaedbdc0ccb5eb0de6b9b4c6","old_int_code":"07","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"9922","email":"vickygtaylor@outlook.com","first_name":"Vicky","last_name":"Taylor","phone":"6133026518","orgname":"Taylored Small Business Solutions Inc.","customer_acct_name":"Taylored Small Business Solutions Inc.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501195","province":"ON","full_name":"Vicky Taylor, CHRL","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"19129","area_code":"613","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00086","time_zone":"2","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-11-02","cpa_certification":"CPM","cert_status":"WITHDRAWN","blocnote":"may 21 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T13:07:00-04:00","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":"Yes","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"There is nothing specific to mention but I believe that I should have received more benifits","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am almost retired","hardtoparticipateevents":"No","mini_nps":"3","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","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"1","paid_thru":"2022-08-31","new_member_date_2":"2009-09-03","temp_do_id_for_auto_old_do_id":"LB2501195","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"6133026518","pds_september":"1","last_act_type":"2023-02-28","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"vickygtaylor@outlook.com","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"8405","email":"felteak@tbairport.on.ca","first_name":"Kathleen","last_name":"Felteau","phone":"8074732600","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, TMAI","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":"0","blocnote":"Aug 13 2025 vm\n2026 May 08 call reached voicemail for Jonah Trash\n2026 May 08 call reached voicemail, no message left\n2026 May 11 contact informed Kathleen Felteau no longer works there and has retired, no new contact info available","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:45-04:00","temp_do_id_for_auto_old_do_id":"L25A02229","temp_intcode_for_auto_old_int_code":"08","phone_2":"8882472262","last_infoline_date_type":"2022-04-11","last_conf_date_type":"2018-06-27","last_act_type":"2023-11-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"felteak@tbairport.on.ca","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called to speak with Kathleen Felteau but was informed by the user that Kathleen has not worked there for almost four years and has retired. The user did not have any updated contact information for Kathleen. The call ended after this information was provided.","aitm_callsummarytitle":"Contact No Longer Works There","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_92f74fbfb07493b75eea99af30f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_92f74fbfb07493b75eea99af30f","mini_nps":"3","old_int_code":"08","number_of_calls_reached":"1","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"May 4 2026 vm\r\ncall second number \r\nMay 6 2026 vm  May 12 2026 vm\r\nMay 15 2026 vm\r\nMay 27 2026 vm\r\nJune 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T17:18:00-04:00","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":"2026-05-13","last_act_type":"2026-05-13","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","latest_paid_thru":"2026-04-30"}},"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","latest_paid_thru":"2025-11-30"}},"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, AI Contacts sent to TM 2026, 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":"2026-05-14","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"238379","no_email_solicitation":"False","pds_march":"1","area_code":"250","time_zone":"5","intcode":"31","blocnote":"May 5 2026 completed with one email sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T12:52:00-04:00","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":"31","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":"2026-05-05","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendaidate":"2026-05-05T12:51:57-04:00","pds_november":"1","npi_email_temp":"lhines@ascentheli.ca","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","sendaigeneral":"2026-05-05T12:51:00-04:00","sendaiemail":"2026-05-05T12:51:56-04:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last month","value_designation":"No","old_int_code":"6"}},"seriesid":"163"}
{"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, npiAlert1, 250903 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A03046","full_name":"Jennifer Sibbitt","members_type":"AST","city_1":"Campbellville","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2020-03-31","pipeline_2_members_only_ast":"","sendpreexpirationemail":"2026-05-15T10:20:00-04:00","sendapplicationform":"2025-03-20T09:18:00-04:00","blocnote":"May 15 2026 completed with renewal ( she will renew soon)\n2026 May 15 call started, user identified as Jennifer, questioned if caller was AI, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:06:44-04:00","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":"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":"15","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-02-28","old_int_code":"02","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25A03046","temp_intcode_for_auto_old_int_code":"15","sendseptemail":"2025-09-24T09:36:00-04:00","sendaidate":"2025-12-01T10:13:54-05:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"No","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","latest_paid_thru":"2026-02-28","phone_2":"","canceldate":"2026-05-02","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","old_do_id":"AST1311","called_by":"Tri","aitm_status_called":"2026-05-15T11:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent called Jennifer to discuss her lapsed Associate membership with the National Payroll Institute and intended to ask questions about her membership experience. Jennifer questioned if the caller was an AI, and the call ended shortly after without further discussion.","aitm_callsummarytitle":"Call ended early after AI question","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3fab7340b4cfca6a958a33cedd2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3fab7340b4cfca6a958a33cedd2","testimonial":"","renewal_refusal_reasons":"","sendapxapplicationform":"2026-05-15T10:20:00-04:00","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8592","email":"cdsimone@ozzelectric.com","first_name":"Cristina","last_name":"D'Antonio-Simone","phone":"9053262519","orgname":"Ozz Electric Inc.","customer_acct_name":"Ozz Electric Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01658","province":"ON","full_name":"Cristina D'Antonio-Simone","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2014-07-21","domain_1":"ozzelectric.com","lapsed_expiration_date":"2022-09-02","individual_id":"226880","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500990","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":"2025-12-11T11:31:00-05:00","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25O01658","temp_intcode_for_auto_old_int_code":"6","organization_id":"226878","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cdsimone@ozzelectric.com","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30","company_paid_thru":"2022-06-30","corp_cancel_date":"2022-09-02","company_status":"I"}},"seriesid":"163"}
{"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"331253","no_email_solicitation":"False","time_zone":"4","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:27:00-04:00","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":"2026-02-26","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2026-05-01","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","latest_paid_thru":"2026-10-31"}},"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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"8189","email":"c16_doodly@hotmail.com","first_name":"Carine","last_name":"Doiron","phone":"4507151167","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, 250815 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02537","city_1":"AST","full_name":"Carine Doiron","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-06-27","individual_id":"226585","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502914","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-08-05","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2014-06-27","no_email_solicitation":"False","province":"QC","cert_status":"WITHDRAWN_CPE","time_zone":"2","paid_thru":"2020-05-31","intcode":"16","blocnote":"number not in service\n2026-05-08 invalid phone destination, phone: +14507151167\n2026-05-08 invalid phone destination, phone: +14507151167","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:03-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A02537","temp_intcode_for_auto_old_int_code":"16","phone_2":"4507151167","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-09-23","pf1_status":"P","pf1_completion_date":"2014-11-20","pf2_status":"P","pf2_completion_date":"2015-10-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-07-15","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"c16_doodly@hotmail.com","pcl_completion_date_5":"2019-09-23","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:18-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_f24fc80e983d1d9fd6b61ad70d7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f24fc80e983d1d9fd6b61ad70d7"}},"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":"2022-07-01","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","latest_paid_thru":"2022-12-31"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"May 4 2026 vm\r\nMay 6 2026 vm\r\nMay 12 2026 vm\r\nMay 19 2026 vm\r\nMay 21 2026 vm\r\nMay 27 2026 vm\r\nJune 2 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-02T11:31:00-04:00","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":"AST0431","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-12-06","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","latest_paid_thru":"2026-05-31"}},"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":"2023-02-03","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","latest_paid_thru":"2022-09-30"}},"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":"2021-03-05","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","latest_paid_thru":"2020-11-30"}},"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":"2021-02-06","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","latest_paid_thru":"2022-05-31"}},"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","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"5300","email":"info.mrcomptabilite@gmail.com","first_name":"Maria","last_name":"Roussel","phone":"4184547770","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":"L25A02267","province":"QC","full_name":"Maria Christina Roussel","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2021-01-20","attended_webinar":"No","lapsed_expiration_date":"2023-02-03","individual_id":"296295","time_zone":"2","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-25","old_do_id":"LB2502837","members_type":"AST","area_code":"418","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","new_member_date_2":"2021-01-20","no_email_solicitation":"FALSE","intcode":"03","blocnote":"23 avril 2025 demande a \u00eatre rappeler soit les mardis ou vendredis\r\n29 avril 2025 bv\r\n30 avril 2025 completer\n2026 May 08 contact only speaks French, requested follow-up another way","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A02267","temp_intcode_for_auto_old_int_code":"03","phone_2":"4184547770","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":"info.mrcomptabilite@gmail.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:00-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to speak with Maria but discovered she only speaks French and the call was only available in English. Maria requested to be contacted another way, and the agent acknowledged and ended the call, noting to follow up through alternative means.","aitm_callsummarytitle":"Language barrier, follow-up alternative requested","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact does not speak English and requested follow-up by another method.","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_68f0d30bc36dab810b8c2199bca","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_68f0d30bc36dab810b8c2199bca","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29524","email":"hello@mlhc.info","first_name":"Michelle","last_name":"Herscu","phone":"4168842102","orgname":"MLHC Professional Corp.","customer_acct_name":"MLHC Professional Corp.","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00249","old_do_id":"AST0607","full_name":"Michelle Herscu","members_type":"AST","city_1":"Vaughan","province":"ON","language":"English","lead_status":"Lapsed Member","last_engaged_date":"2025-02-26","new_member_date_2":"2023-12-15","individual_id":"320656","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","area_code":"416","time_zone":"2","intcode":"06","blocnote":"May 28 2025 vm\r\nAug 12 2025 Survey completed\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction\n2026 May 19 call reached voicemail, no human interaction\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:08-04:00","paid_thru":"2024-12-31","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":"Yes","expectationsnotmetspecify":"The people on the phone were not customer service oriented.","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I do very little payroll","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":"L25A00249","temp_intcode_for_auto_old_int_code":"06","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":"hello@mlhc.info","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:08-04:00","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.","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","session_id":"call_522c661cdb6232e66f9a25edefa","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_522c661cdb6232e66f9a25edefa"}},"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":"2024-05-12","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","latest_paid_thru":"2025-11-30"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"9840","email":"cathysmyth2017@gmail.com","first_name":"Catherine","last_name":"Beleskey","phone":"9055541444","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"do_id":"L25P02447","full_name":"Catherine Beleskey","language":"English","origin":"Lapsed Spring 2024","individual_id":"222345","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502737","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"6475239139","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Mar 13 2025 vm  Mar 26 2025 vm\r\nMar 31 2025 no one there by that name\n2026 May 13 - reached voicemail at Fred Albee office, no message left\n2026 May 13 - Call reached voicemail; no human contact\n2026 May 15 - reached voicemail at Fred Albee office\n2026 May 15 - reached voicemail, no human answered\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no human interaction\n2026 May 21 call reached voicemail at Fred Albee's office\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:08-04:00","canceldate":"2024-02-03","cpa_certification":"PCP","cert_status":"WITHDRAWN","pds_july":"3","paid_thru":"2023-11-30","new_member_date_2":"2014-12-09","temp_do_id_for_auto_old_do_id":"L25P02447","temp_intcode_for_auto_old_int_code":"06","pds_august":"3","pds_september":"3","last_infoline_date_type":"2021-08-09","last_conf_date_type":"2022-06-08","last_act_type":"2024-03-05","pcl_status":"P","pcl_completion_date":"2014-06-19","pf1_status":"P","pf1_completion_date":"2014-03-24","pf2_status":"P","pf2_completion_date":"2014-05-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-12-11","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"cathysmyth2017@gmail.com","pcl_completion_date_5":"2019-06-19","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","thewithdrawaldate":"2024-02-03","aitm_status_called":"2026-05-21T09:57:03-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered by a human and went to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Left voicemail, no response.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"16","prootherreasonsnottorenew":"No response from contact; voicemail reached.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3dc0eed9e6cf357ef42d934ecb3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3dc0eed9e6cf357ef42d934ecb3","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"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":"2022-02-05","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","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"29089","email":"tammynoel@icloud.com","first_name":"Tammy","last_name":"Noel","phone":"9056435100","orgname":"Wide Range Transportation","customer_acct_name":"Wide Range Transportation","tags":"250205 AST Members, 250521 phone cannot be recovered, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1047","full_name":"Tammy Noel","members_type":"AST","city_1":"Thorold","province":"ON","language":"English","phone_2":"9059335445","lead_status":"Renewed APX","new_member_date_2":"2016-11-18","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"239760","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"31","blocnote":"May 1 2026 emails","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:35:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"AST1047","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-02-12","last_act_type":"2025-02-12","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2026-05-01","pcl_status":"P","pcl_completion_date":"2017-03-05","pf1_status":"P","pf1_completion_date":"2017-12-24","pf2_status":"P","pf2_completion_date":"2018-08-12","number_of_passed_courses":"3","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2026-05-01T10:36:14-04:00","npi_email_temp":"tammynoel@icloud.com","pcl_completion_date_5":"2022-03-05","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","sendaigeneral":"2026-05-01T10:36:00-04:00","sendaiemail":"2026-05-01T10:36:13-04:00","sendcandapplicationform":"2026-05-01T10:36:00-04:00"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","last_engaged_date":"2025-03-27","individual_id":"320681","no_email_solicitation":"False","time_zone":"5","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T12:24:00-04:00","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":"AST1568","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-12-18","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","date_of_renewal_identification":"2025-12-21","old_int_code":"99","npi_email_temp":"akikobucci@hotmail.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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","latest_paid_thru":"2023-03-31"}},"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","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"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":"15","blocnote":"9 juin 2025 ligne occupe\n2026-05-08 invalid phone destination, phone: +15147446264\n2026 May 08 brief call with Angie, mostly inaudible, no renewal confirmation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00011","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:51:44-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","session_id":"call_3458a0cfe7684b26365ac3f4aba","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3458a0cfe7684b26365ac3f4aba","npi_transcriptsummary":"The agent reached Angie and introduced herself, mentioning the lapsed Associate membership and the intent to ask a few questions. However, the conversation was mostly inaudible and brief, ending without completing the survey or renewal discussion.","aitm_callsummarytitle":"Brief call with Angie, no renewal confirmation","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not provide clear response or renewal intent due to inaudible speech.","initialvalue":"Other","othermemberbenefit":"No clear reason given due to inaudible speech.","astotherreasonsnottorenew":"Conversation mostly inaudible, no clear reason provided.","age_range":"Preferred not to say","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes"}},"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":"2022-05-04","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","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29653","email":"ayman.hozaian@gmail.com","first_name":"Ayman","last_name":"Hozaian","phone":"9058247118","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST0626","full_name":"Ayman Hozaian","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"9058247118","lead_status":"Member","new_member_date_2":"2021-05-10","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"218968","canceldate":"2015-11-04","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm\r\nMay 5 2026 vm\r\nMay 13 2026 vm\r\nMay 20 2026 vm\r\nMay 22 2026 vm\r\nMay 26 2026 vm\r\nMay 28 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-28T11:28:00-04:00","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0626","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-09-05","telemarketing_call_date":"2025-10-31","pcl_status":"P","pcl_completion_date":"2021-09-05","pf1_status":"P","pf1_completion_date":"2014-04-22","pf2_status":"P","pf2_completion_date":"2014-08-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-12-19","number_of_passed_courses":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:32-05:00","last_engaged_date":"2025-12-03","npi_email_temp":"ayman.hozaian@gmail.com","apx_entered_date":"2026-03-16","pcl_completion_date_5":"2026-09-05","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30"}},"seriesid":"163"}
{"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":"2021-06-01","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","latest_paid_thru":"2020-10-31"}},"seriesid":"163"}
{"contact":{"id":"6447","email":"empire@empirecommunities.com","first_name":"Sukanya","last_name":"Sutharsanan","phone":"9053078102","orgname":"Mejuri Inc","customer_acct_name":"Mejuri Inc","tags":"CSV imported, NPIdealed, npiAlert12, NPI LN sent to TM, TMAI","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":"0","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\n2026 May 08 call answered by corporate office at Willowdale Asset Management, Sukanya not reached\n2026 May 11 call answered by automated system at Empire Home, did not reach Sukanya Sutharsanan","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:46-04:00","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":"No","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":"08","cpa_certification":"PCP","pds_august":"8","phone_2":"7132392925","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":"08","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","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach Sukanya Sutharsanan but was answered by an automated menu system for Empire Home, not a human. The agent tried to proceed but did not reach the intended contact before the call ended.","aitm_callsummarytitle":"Call reached automated system, no human contact","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0ff8d0ab2c34a6c2ded77bde472","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0ff8d0ab2c34a6c2ded77bde472","number_of_calls_reached":"2"}},"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, TMAI","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":"15","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\n2026 May 12 call reached voicemail, no contact made\n2026 May 12 call reached voicemail, no contact made\n2026 May 14 - Reached voicemail, no message left\n2026 May 14 - Reached Tammy; informed of lapsed Professional membership and asked permission to ask questions; call ended shortly after opening.","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T12:36:45-04:00","new_member_date_2":"2013-02-05","temp_do_id_for_auto_old_do_id":"L25P02412","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-01-07","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","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-14T12:51:42-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent Ellen reached Tammy to inform her that her NPI Professional membership lapsed and asked permission to ask a few questions; the call ended shortly after the opening with no further responses recorded.","aitm_callsummarytitle":"Spoke to Tammy; membership lapsed - call ended after opening","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_26a51fdbbc0a488925107414e6e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_26a51fdbbc0a488925107414e6e","mini_nps":"3","onesentencenotrenewed":"No response; voicemail reached.","initialvalue":"Other","prootherreasonsnottorenew":"No response available","age_range":"Preferred not to say","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"11021","email":"payvand.gholami@gmail.com","first_name":"Payvand","last_name":"Gholami","phone":"6475672707","orgname":"","customer_acct_name":"","tags":"CSV imported, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06820","province":"ON","full_name":"Payvand Gholami","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"262273","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500811","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":"2022-01-04","temp_do_id_for_auto_old_do_id":"L25C06820","phone_2":"6475672707","last_act_type":"2025-03-11","pcl_status":"P","pcl_completion_date":"2018-06-17","pf1_status":"P","pf1_completion_date":"2018-10-21","pf2_status":"P","pf2_completion_date":"2020-05-03","number_of_passed_courses":"3","last_engaged_date":"2025-11-03","intcode":"06","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:00:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"payvand.gholami@gmail.com","pcl_completion_date_5":"2023-06-17","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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, TMAI","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\n2026-05-08 invalid phone destination, phone: +17804748323\n2026-05-08 invalid phone destination, phone: +17804748323","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","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","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:26:47-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_d702089f00da4d6bb84caa0ec7c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d702089f00da4d6bb84caa0ec7c"}},"seriesid":"163"}
{"contact":{"id":"8357","email":"carla.ralph@gmail.com","first_name":"Carla","last_name":"Ralph","phone":"9057379797","orgname":"Mansteel Rebar Ltd","customer_acct_name":"Mansteel Rebar Ltd","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07374","province":"ON","full_name":"Carla Ralph","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"272048","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500828","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":"2019-01-25","temp_do_id_for_auto_old_do_id":"L25C07374","phone_2":"6472829082","last_act_type":"2021-09-09","pcl_status":"P","pcl_completion_date":"2019-05-06","pf1_status":"P","pf1_completion_date":"2019-08-19","pf2_status":"P","pf2_completion_date":"2020-12-14","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":"carla.ralph@gmail.com","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"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","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"10418","email":"sharron.gaymon@dehumidifiedairsolutions.com","first_name":"Sharron","last_name":"Gaymon","phone":"9739745000","orgname":"","customer_acct_name":"","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":"L25C06668","province":"PA","full_name":"Sharron Gaymon","language":"English","origin":"2023 lapsed Members","domain_1":"dehumidifiedairsolutions.com","lapsed_expiration_date":"2023-06-02","individual_id":"311514","area_code":"973","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501284","time_zone":"2","members_type":"CAND","phone_2":"2679731600","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T13:52:00-05:00","canceldate":"2023-06-02","paid_thru":"2023-03-31","new_member_date_2":"2022-04-11","temp_do_id_for_auto_old_do_id":"L25C06668","old_int_code":"16","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-11-04","pcl_status":"F","pcl_completion_date":"2022-08-21","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"sharron.gaymon@dehumidifiedairsolutions.com","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"5451","email":"sylvainlacroix@autobus-laval.qc.ca","first_name":"Sylvain","last_name":"Lacroix","phone":"4186673269","orgname":"Quevrac Lt\u00e9e","customer_acct_name":"Quevrac Lt\u00e9e","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":"L25O00275","province":"QC","extension_phone_1":"108","full_name":"Sylvain Lacroix, CPA, CA","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2022-01-20","domain_1":"autobus-laval.qc.ca","attended_webinar":"No","lapsed_expiration_date":"2023-03-02","individual_id":"103748","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETO00013","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T09:43:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00275","temp_intcode_for_auto_old_int_code":"6","organization_id":"103747","last_infoline_date_type":"2022-05-18","last_act_type":"2023-02-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sylvainlacroix@autobus-laval.qc.ca","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10453","email":"delilahshearer@gmail.com","first_name":"Delilah","last_name":"Shearer","phone":"9029157866","orgname":"Valley Credit Union","customer_acct_name":"Valley Credit Union","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06384","full_name":"Delilah Shearer","language":"English","origin":"Lapsed Spring 2024","individual_id":"309317","area_code":"902","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502722","time_zone":"1","province":"NS","members_type":"CAND","phone_2":"9028401102","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:20:00-05:00","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","othermemberbenefit":"she was new to payroll","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"more in HR","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":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2022-02-04","temp_do_id_for_auto_old_do_id":"L25C06384","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-12-15","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":"delilahshearer@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"17032","email":"elb_128@yahoo.ca","first_name":"Emily","last_name":"Boffa","phone":"4168993803","orgname":"Agency Analytics","customer_acct_name":"Agency Analytics","tags":"Fixed deal, NPIdealed, npiAlert12, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Emily Boffa","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","do_id":"L25C05625","individual_id":"292824","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500876","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","canceldate":"2025-08-02","paid_thru":"2025-05-31","new_member_date_2":"2024-06-17","city_1":"Toronto","phone_2":"4168993803","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C05625","last_infoline_date_type":"2025-03-18","last_act_type":"2025-03-18","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2021-12-23","number_of_passed_courses":"3","sendapplicationform":"2025-11-04T11:17:00-05:00","blocnote":"Nov 4 2025 completed ( she is willing to renew soon just didnt have the time to do so)\r\nLNC \/ 16 December 2025 VM\r\nLNC \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T09:41:00-05:00","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":"Advance","intcode":"10","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","trc":"True","wera":"False","old_int_code":"02","npi_email_temp":"elb_128@yahoo.ca","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"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, TMAI","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","individual_id":"241926","time_zone":"4","area_code":"780","region":"CDN","members_type":"AST","lead_status":"Refused","new_member_date_2":"2016-03-21","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-05-02","no_email_solicitation":"FALSE","intcode":"01","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.\n2026 May 08 contact answered but declined to continue conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:48-04:00","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":"01","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","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Rhonda to discuss her lapsed Associate membership with the National Payroll Institute and asked if she could answer a few questions. Rhonda responded that she was not interested in talking at the moment and ended the conversation politely.","aitm_callsummarytitle":"Contact declined to discuss membership renewal","notrenewedwanttorenew":"No","onesentencenotrenewed":"Not interested in talking at the moment.","old_int_code":"10","npi_voicemaildetection":"No","ivrdetector":"No","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","old_do_id":"L25A00046","session_id":"call_801b96d8eca9b0cf91600412d43","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_801b96d8eca9b0cf91600412d43","number_of_calls_reached":"1"}},"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":"2021-08-01","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","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"9994","email":"bhengskee@gmail.com","first_name":"Beverlyn","last_name":"Rollon","phone":"9054558340","orgname":"Maple Lodge Farms Ltd","customer_acct_name":"Maple Lodge Farms Ltd","tags":"CSV imported, Mem241107, 250205 AST Members, NPIdealed, inPipeline2, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Beverlyn Rollon","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"280236","area_code":"905","region":"CDN","lead_status":"Renewed APX","members_type":"CORP","coidnewmbrdate":"1979-09-01","city_1":"Brampton","phone_2":"4169381532","new_member_date_2":"2024-11-01","pipeline_2_members_only_ast":"","canceldate":"2026-01-06","no_email_solicitation":"False","time_zone":"2","intcode":"99","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-13T13:46:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T13:56:00-04:00","blocnote":"13 May 2025 Completed","resourceaware":"No","resourcevisitedselfreport":"","pipeline_1_lapsed_members":"","organization_id":"5597","old_int_code":"11","old_do_id":"AST2214","paid_thru":"2026-10-31","date_of_renewal_identification":"2026-01-07","temp_do_id_for_auto_old_do_id":"AST2214","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-12-24","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2019-12-16","pf1_status":"P","pf1_completion_date":"2020-04-19","pf2_status":"P","pf2_completion_date":"2020-08-09","number_of_passed_courses":"4","telemarketing_call_date":"2025-05-13","cert_status":"ACTIVE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-11-07","cpa_certification":"PCP","trc":"True","wera":"True","last_engaged_date":"2025-12-04","pcp_we":"APPROVED","npi_email_temp":"bhengskee@gmail.com","pcl_completion_date_5":"2024-12-16","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"6170","email":"cwhite@acml.ca","first_name":"Craig","last_name":"White","phone":"4163858545","orgname":"Angus Systems Group Ltd.","customer_acct_name":"Angus Systems Group Ltd.","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01901","full_name":"Craig White","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-03-04","domain_1":"acml.ca","individual_id":"232702","area_code":"800","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502160","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25O01901","cert_status":"PENDING","province":"ON","organization_id":"232700","cpa_certification":"PCP","phone_2":"4169304135","members_type":"CORP","last_infoline_date_type":"2021-04-26","last_act_type":"2023-12-18","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T11:04:00-05:00","temp_intcode_for_auto_old_int_code":"06","pcl_status":"P","pcl_completion_date":"2015-07-06","pf1_status":"P","pf1_completion_date":"2015-11-23","pf2_status":"P","pf2_completion_date":"2019-07-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-02-07","number_of_passed_courses":"4","old_int_code":"05","trc":"False","wera":"False","npi_email_temp":"cwhite@acml.ca","pcl_completion_date_5":"2020-07-06","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","company_paid_thru":"2021-02-28","corp_cancel_date":"2021-05-04","company_status":"I"}},"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, TMAI","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":"16","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 No one by the name Amanda there.\n2026 May 08 call reached voicemail, no contact made\n2026-05-08 invalid phone destination, phone: +15192030497","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","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":"16","phone_2":"5192030497","last_act_type":"2025-04-24","old_int_code":"08","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","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:18-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach the contact but went to voicemail immediately with no conversation.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_3b2e60554f37001cafe9beef419","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3b2e60554f37001cafe9beef419"}},"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":"2025-11-07","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","npi_email_temp":"velyyo@gmail.com","pcl_completion_date_5":"2023-11-04","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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":"2019-02-04","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","latest_paid_thru":"2020-03-31"}},"seriesid":"163"}
{"contact":{"id":"17189","email":"cw7668@gmail.com","first_name":"Cristina","last_name":"Wolf","phone":"5148524600","orgname":"Valtec Solutions Construction Inc.","customer_acct_name":"Valtec Solutions Construction Inc.","tags":"Fixed deal, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"province":"QC","full_name":"Cristina Wolf","language":"English","origin":"2023 lapsed Members","attended_webinar":"Yes","lapsed_expiration_date":"2022-11-02","do_id":"L25C07012","individual_id":"305247","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501270","members_type":"CAND","phone_2":"5144529294","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 26 2025 not in","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:35:00-05:00","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","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not required for her position as the controller.","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":"Yes","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-17","temp_do_id_for_auto_old_do_id":"L25C07012","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-09-16","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"1","npi_email_temp":"cw7668@gmail.com","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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, AI Contacts sent to TM 2026","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 received a call and awaits to the next call","individual_id":"327510","no_email_solicitation":"False","area_code":"587","time_zone":"4","blocnote":"May 1 2026 vm\r\nMay 25 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:43:00-04:00","intcode":"06","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","temp_do_id_for_auto_old_do_id":"AST02619","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2026-04-29","last_act_type":"2026-04-29","number_of_passed_courses":"0","trc":"False","wera":"False","telemarketing_call_date":"2026-05-25","old_int_code":"99","npi_email_temp":"qli@advantageog.com","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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":{"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"17555","email":"r.lafontaine@slegg.com","first_name":"Ruth","last_name":"Lafontaine","phone":"2506561125","orgname":"Slegg Building Materials","customer_acct_name":"Slegg Building Materials","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"BC","full_name":"Ruth Lafontaine","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-04-23","domain_1":"slegg.com","lapsed_expiration_date":"2022-06-02","do_id":"L25O01731","individual_id":"300532","time_zone":"5","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500472","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":"2025-09-05T16:41:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01731","temp_intcode_for_auto_old_int_code":"6","organization_id":"300531","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"r.lafontaine@slegg.com","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"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","latest_paid_thru":"2021-02-28","company_paid_thru":"2021-02-28","corp_cancel_date":"2021-05-04","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"5479","email":"karim.manseur@leddartech.com","first_name":"Abdelkrim","last_name":"Manseur","phone":"4186539000","orgname":"LeddarTech Inc.","customer_acct_name":"LeddarTech Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01420","province":"QC","extension_phone_1":"603","full_name":"Abdelkrim Manseur","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2023-02-02","domain_1":"leddartech.com","attended_webinar":"No","lapsed_expiration_date":"2023-02-02","individual_id":"230074","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501427","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"16 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T11:49:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01420","temp_intcode_for_auto_old_int_code":"6","cert_status":"WITHDRAWN","organization_id":"321363.0","cpa_certification":"SCP","pds_august":"1","phone_2":"5149953185","pds_september":"1","last_infoline_date_type":"2023-02-03","last_act_type":"2023-02-03","pcl_status":"P","pcl_completion_date":"2016-02-21","pf1_status":"P","pf1_completion_date":"2016-06-21","pf2_status":"P","pf2_completion_date":"2016-10-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-08-16","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"karim.manseur@leddartech.com","pcl_completion_date_5":"2021-02-21","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"29075","email":"anushathuraivan@gmail.com","first_name":"Anusha","last_name":"Thuraivan","phone":"4165225837","orgname":"Fresenius Medical Care Canada","customer_acct_name":"Fresenius Medical Care Canada","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Anusha Yamunai Thuraivan","members_type":"CAND","city_1":"Oshawa","province":"ON","language":"English","phone_2":"9059229755","lead_status":"Renewed Lapsed","new_member_date_2":"2024-02-26","pipeline_2_members_only_ast":"","individual_id":"325161","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"99","blocnote":"Oct 16 2025 vm  Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:25:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25C09424","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-05-26","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2025-07-02","number_of_passed_courses":"1","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:30-05:00","onesentencenotrenewed":"AST->CAND","npi_email_temp":"anushathuraivan@gmail.com","date_of_renewal_identification":"2026-05-27","ln_entered_date":"2026-04-02","old_do_id":"AST1569","pcl_completion_date_5":"2030-07-02","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","old_int_code":"6"}},"seriesid":"163"}
{"contact":{"id":"8346","email":"josettesasabo@ymail.com","first_name":"Josette","last_name":"Limoran","phone":"7806750892","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07011","province":"AB","full_name":"Josette Limoran","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305290","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500180","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":"2021-09-17","temp_do_id_for_auto_old_do_id":"L25C07011","phone_2":"7806750892","last_act_type":"2021-09-16","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":"josettesasabo@ymail.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"29593","email":"kthoms@millerthomson.com","first_name":"Kristen","last_name":"Thoms","phone":"4165952657","orgname":"Miller Thomson","customer_acct_name":"Miller Thomson","tags":"250205 AST Members, npiAlert12, 250903 Update AST from Mem Portal, 260522 Lapsed DEL","ip4":"10.13.145.149","fields":{"full_name":"Kristen Thoms","members_type":"CORP","city_1":"Toronto","province":"ON","language":"English","phone_2":"4165952657","lead_status":"Renewed APX","new_member_date_2":"2023-11-15","pipeline_2_members_only_ast":"","individual_id":"248301","canceldate":"2025-10-27","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"99","blocnote":"Oct 30 2025 completed ( she moved to ogranizational membership with the company Miller Thomson)","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T09:20:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"LB2505958","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-10-27","organization_id":"348591","company_paid_thru":"2027-02-28","date_of_renewal_identification":"2025-10-30","sendpreexpirationemail":"2025-10-30T09:14:00-04:00","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":"","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505958","old_do_id":"AST1415","npi_email_temp":"kthoms@millerthomson.com","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","old_int_code":"6","company_status":"A"}},"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":"2017-01-08","last_act_type":"2023-05-06","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","latest_paid_thru":"2022-11-30"}},"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","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"5330","email":"adrianna.colon@bridor.com","first_name":"Adriana","last_name":"Castillo","phone":"4506411265","orgname":"Bridor Inc.","customer_acct_name":"Bridor Inc.","tags":"CSV imported, F24 Webinar registration QC, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02323","province":"QC","extension_phone_1":"7276","full_name":"Adriana Colon Castillo","language":"French","origin":"2023 lapsed Members","domain_1":"bridor.com","attended_webinar":"No","lapsed_expiration_date":"2004-10-22","individual_id":"206834","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501489","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","new_member_date_2":"2012-10-04","no_email_solicitation":"FALSE","pds_march":"12","intcode":"15","blocnote":"9 juin 2025 demande a \u00eatre rappeler mercredi car lundi de paies\n2026 May 08 call attempted to reach Adriana but mostly inaudible, user hung up","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","pds_july":"12","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A02323","temp_intcode_for_auto_old_int_code":"15","pds_august":"12","phone_2":"5145167843","pds_september":"12","last_act_type":"2021-08-18","number_of_passed_courses":"0","pds_october":"12","trc":"False","wera":"False","pds_november":"12","npi_email_temp":"adrianna.colon@bridor.com","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:53-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Adriana and confirm her identity but the conversation was mostly inaudible and no clear information or renewal intent was obtained. The call ended with the user hanging up shortly after the agent's repeated attempts to speak.","aitm_callsummarytitle":"Unclear conversation, user hung up","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_06708fec1c70fd881a5b5b6455e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_06708fec1c70fd881a5b5b6455e","number_of_calls_reached":"1"}},"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":"2024-02-05","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","latest_paid_thru":"2024-12-31"}},"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":"2021-01-10","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","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"6177","email":"elena@storefront.com","first_name":"Elena","last_name":"Jacomille","phone":"6044084642","orgname":"MacDonald, Harris & Associates Ltd.","customer_acct_name":"MacDonald, Harris & Associates Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02565","full_name":"Elena Jacomille","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2010-04-28","domain_1":"storefront.com","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502109","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"168834","canceldate":"2020-07-03","cpa_certification":"CPM","members_type":"AST","new_member_date_2":"2010-04-28","no_email_solicitation":"False","pds_march":"8","cert_status":"WITHDRAWN_CPE","intcode":"0","blocnote":"May 12 2025 call back\r\nJuly 14 2025 vm\r\nLN Sept 23 2025 vm\n2026 May 08 call reached automated system, no human contact.\n2026 May 11 call reached automated system storefront.com, no human answered","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:06:43-04:00","pds_july":"8","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25A02565","temp_intcode_for_auto_old_int_code":"08","pds_august":"8","phone_2":"8008082220","pds_september":"8","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-06-29","pf1_status":"P","pf1_completion_date":"2010-11-24","pf2_status":"P","pf2_completion_date":"2011-03-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-12-17","number_of_passed_courses":"4","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"elena@storefront.com","pcl_completion_date_5":"2015-06-29","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","called_by":"Tri","aitm_status_called":"2026-05-11T14:06:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call reached an automated system for storefront.com, where the agent repeatedly pressed zero to navigate the menu. The call ended shortly after with the automated system indicating a problem and saying goodbye.","aitm_callsummarytitle":"Call reached automated system, no human answer","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not reached due to automated phone system.","initialvalue":"Other","othermemberbenefit":"Contact did not provide initial value due to no human contact.","astotherreasonsnottorenew":"Contact was not reached due to automated system.","old_int_code":"08","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2ae2a9c5f30f415237bb234427d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2ae2a9c5f30f415237bb234427d","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"16824","email":"sarah.ward717@gmail.com","first_name":"Sarah","last_name":"Ward","phone":"5192163568","orgname":"Town of Orangeville","customer_acct_name":"Town of Orangeville","tags":"Fixed deal, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Sarah Ward","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-02-16","lapsed_expiration_date":"2023-02-02","individual_id":"284081","region":"CDN","lead_status":"Not Relevant","old_do_id":"LB2503397","members_type":"PRO","province":"ON","area_code":"519","time_zone":"2","phone_2":"5192163568","pipeline_1_lapsed_members":"","canceldate":"2023-02-02","intcode":"99","blocnote":"Mar 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":"2025-09-17T14:10:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-04-30","new_member_date_2":"2025-05-05","temp_do_id_for_auto_old_do_id":"LB2507092","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","pds_september":"1","last_infoline_date_type":"2020-02-06","last_act_type":"2026-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2025-08-19","pf1_status":"P","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"True","pds_november":"1","pf1_completion_date":"2025-12-13","pf2_status":"P","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-01-08","npi_email_temp":"sarah.ward717@gmail.com","cert_status":"ACTIVE","pf2_completion_date":"2026-04-01","pcl_completion_date_5":"2030-08-19","pcp_we":"APPROVED","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","cpa_certification":"PCP"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"265617","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T10:21:00-04:00","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":"2026-05-06","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","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"5386","email":"servicecomptablenlp@gmail.com","first_name":"Nancy","last_name":"Lagueux-Provost","phone":"5149156455","orgname":"Service Comptable NLP","customer_acct_name":"Service Comptable NLP","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00111","province":"QC","full_name":"Nancy Lagueux-Provost","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2023-03-02","individual_id":"308929","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETA00438","members_type":"AST","new_member_date_2":"2022-01-13","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","no_email_solicitation":"FALSE","intcode":"03","blocnote":"17 juin 2025 demande a etre rappeler jeudi 19\n2026 May 08 call ended early due to language barrier, contact did not continue conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:51-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00111","temp_intcode_for_auto_old_int_code":"03","last_act_type":"2022-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"servicecomptablenlp@gmail.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:51-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Nancy on behalf of the National Payroll Institute and asked to speak with her. Nancy inquired if the call could be conducted in French, but the agent could only continue in English. Nancy declined to continue, and the call ended shortly after.","aitm_callsummarytitle":"Call ended due to language barrier","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"Contact declined to continue the call due to language barrier.","initialvalue":"Other","othermemberbenefit":"Language accessibility","old_int_code":"6","astotherreasonsnottorenew":"Language barrier prevented continuation of the call.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_fb7866e3a4eeb35361981f106a3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fb7866e3a4eeb35361981f106a3","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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, TMAI","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":"03","blocnote":"13 March 2025 No one by that name\n2026 May 25 call ended without reaching Edward; multiple similar names encountered","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:08-04:00","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":"16","temp_intcode_for_auto_old_int_code":"03","last_act_type":"2024-01-07","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","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-25T12:07:08-04:00","number_of_call_attempts":"0","aitm_callsummarytitle":"Unable to Reach Edward - Call Ended","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9f140d0ecc46721e0a682a57538","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9f140d0ecc46721e0a682a57538","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29110","email":"ecuaresma@relamping.ca","first_name":"Elizabeth","last_name":"Cuaresma","phone":"9054571815","orgname":"Relamping Services Canada Ltd","customer_acct_name":"Relamping Services Canada Ltd","tags":"payrollcompliance visited, payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0317","full_name":"Elizabeth Cuaresma","members_type":"AST","city_1":"Brampton","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"1999-04-01","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","sendpreexpirationemail":"2025-03-20T09:45:00-04:00","blocnote":"May 1 2026 Survey completed email","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:53:00-04:00","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":"2025-09-03","individual_id":"21821","no_email_solicitation":"False","pds_march":"1","area_code":"905","time_zone":"2","intcode":"31","resources_tools_may":"2","pipeline_1_lapsed_members":"","pds_may":"1","pds_july":"1","paid_thru":"2027-03-31","old_int_code":"2","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","pds_august":"1","sendjulyemail":"2025-09-12T15:08:00-04:00","sendmayemail":"2025-09-12T15:08:00-04:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago","temp_do_id_for_auto_old_do_id":"AST0317","temp_intcode_for_auto_old_int_code":"31","pds_september":"1","last_infoline_date_type":"2024-01-02","last_act_type":"2026-09-02","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendaidate":"2026-05-01T10:53:07-04:00","pds_november":"1","npi_email_temp":"ecuaresma@relamping.ca","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","phone_2":"","extension_phone_1":"","sendaigeneral":"2026-05-01T10:53:00-04:00","sendaiemail":"2026-05-01T10:53:07-04:00"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"65103","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"31","blocnote":"May 1 2026 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T12:23:00-04:00","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":"31","last_act_type":"2026-05-03","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2026-05-01T12:23:08-04:00","last_engaged_date":"2026-01-08","npi_email_temp":"gracecwyam@gmail.com","date_of_renewal_identification":"2026-03-08","old_int_code":"99","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","sendaigeneral":"2026-05-01T12:23:00-04:00","sendaiemail":"2026-05-01T12:23:07-04:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No"}},"seriesid":"163"}
{"contact":{"id":"10412","email":"kitchicap@hotmail.com","first_name":"David","last_name":"Kitchicappo","phone":"8199783080","orgname":"Tawich Development Corp.","customer_acct_name":"Tawich Development Corp.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"David Kitchicappo","language":"English","origin":"Lapsed Spring 2024","individual_id":"315505","area_code":"819","region":"CDN","lead_status":"Refused","old_do_id":"LB2502705","time_zone":"2","province":"QC","members_type":"CAND","phone_2":"7056181694","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","intcode":"06","blocnote":"17 March 2025 VM\r\n27 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":"2025-10-06T13:44:00-04:00","paid_thru":"2023-08-31","new_member_date_2":"2022-09-19","temp_do_id_for_auto_old_do_id":"LB2505902","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":"2023-11-01","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","do_id":"LB2505902","npi_email_temp":"kitchicap@hotmail.com","pcl_completion_date_5":"2028-02-06","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"17692","email":"sjackson@thewelchgroup.com","first_name":"Shirley","last_name":"Jackson","phone":"6046856164","orgname":"The Welch Group of Companies","customer_acct_name":"The Welch Group of Companies","tags":"Fixed deal, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Shirley Jackson","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"14-juil-11","domain_1":"thewelchgroup.com","do_id":"L25O01882","individual_id":"187057","time_zone":"5","area_code":"604","never_call":"REFUSED","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502149","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-06-30","temp_do_id_for_auto_old_do_id":"L25O01882","organization_id":"187056","pds_august":"2","extension_phone_1":"317","members_type":"CORP","pds_september":"2","intcode":"06","blocnote":"LN Oct 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T16:50:00-04:00","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":"sjackson@thewelchgroup.com","formatted_paid_thru":"30\/06\/2021","latest_paid_thru":"2021-06-30","company_paid_thru":"2021-06-30","corp_cancel_date":"2021-09-02","company_status":"I"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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","company_paid_thru":"2026-09-30","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"10975","email":"pawneetkaurratia1998@gmail.com","first_name":"Pawneet","last_name":"Kaur","phone":"4165628660","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07235","full_name":"Pawneet Kaur","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"300316","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-13","old_do_id":"LB2503351","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":"2021-04-19","temp_do_id_for_auto_old_do_id":"L25C07235","phone_2":"4165628660","last_act_type":"2021-04-16","pcl_status":"P","pcl_completion_date":"2021-09-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"pawneetkaurratia1998@gmail.com","pcl_completion_date_5":"2026-09-05","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"10408","email":"sharonsarmen@shaw.ca","first_name":"Sharon","last_name":"Sarmen","phone":"6044518507","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":"LB2503417","full_name":"Sharon Sarmen","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305321","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000755","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6044518507","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"14 March 2025 VM\r\n25 March 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-03-25T13:00:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-28","temp_do_id_for_auto_old_do_id":"LB2503417","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2021-10-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sharonsarmen@shaw.ca","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"16659","email":"admin@wharfhouse.ca","first_name":"Angie","last_name":"Berg","phone":"2503525191","orgname":"Wharfhouse Business Services Ltd.","customer_acct_name":"Wharfhouse Business Services Ltd.","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Angie Berg","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2019-11-29","domain_1":"wharfhouse.ca","attended_webinar":"Yes","do_id":"L25O01952","individual_id":"283399","members_type":"CORP","time_zone":"5","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501990","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"May 16 2025 Angie Berg is no longer there. The new person is Jessica.advised to email\r\nAug 11 2025 vm\r\nLN Oct 9 2025 She has a varied schedule advised to leave a message.","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T13:02:00-04:00","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01952","temp_intcode_for_auto_old_int_code":"10","organization_id":"283398","last_act_type":"2021-01-04","old_int_code":"6","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"admin@wharfhouse.ca","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29553","email":"katia.peluzzo@legroupeforget.com","first_name":"Katia","last_name":"Peluzzo","phone":"5143530001","orgname":"Galderma","customer_acct_name":"Galderma","tags":"payroll.ca visited, paie.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":"AST1111","full_name":"Katia Peluzzo","members_type":"AST","city_1":"Pierrefonds","province":"QC","language":"French","phone_2":"5147142828","lead_status":"Renewed APX","last_engaged_date":"2025-02-26","new_member_date_2":"2024-08-30","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"197564","no_email_solicitation":"False","pds_march":"10","area_code":"514","time_zone":"2","intcode":"16","pipeline_1_lapsed_members":"","pds_may":"10","pds_july":"10","paid_thru":"2026-08-31","pds_august":"10","extension_phone_1":"10222","date_of_renewal_identification":"2025-09-03","temp_do_id_for_auto_old_do_id":"AST1111","temp_intcode_for_auto_old_int_code":"16","pds_september":"10","last_infoline_date_type":"2026-03-22","last_act_type":"2026-03-22","blocnote":"ai. 16 oct 2025 nest plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T09:28:00-04:00","telemarketing_call_date":"2025-10-16","number_of_passed_courses":"0","pds_october":"10","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:55-05:00","pds_november":"10","npi_email_temp":"katia.peluzzo@legroupeforget.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"6132","email":"cookee@shaw.ca","first_name":"Cindy","last_name":"Cook","phone":"2502316484","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02454","full_name":"Cindy Cook","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"31-d?c-18","individual_id":"270637","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503006","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-02-02","members_type":"AST","new_member_date_2":"2018-12-31","no_email_solicitation":"FALSE","pds_march":"2","province":"BC","time_zone":"5","pds_july":"2","paid_thru":"2020-11-30","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm\n2026 May 08 call reached voicemail, message left\n2026 May 08 voicemail reached, message left\n2026 May 11 voicemail reached, message left\n2026 May 11 call reached voicemail, message left\n2026 May 13 call reached voicemail, message left\n2026 May 13 call reached voicemail, message left\n2026 May 15 call reached voicemail, message left\n2026 May 15 call reached voicemail, message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:44-04:00","temp_do_id_for_auto_old_do_id":"L25A02454","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","phone_2":"2502316484","pds_september":"2","last_act_type":"2020-04-17","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"cookee@shaw.ca","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:29-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Cindy but went to voicemail, and the agent left a message before ending the call.","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","session_id":"call_1d192fbf185f6ee47b44a3754c8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1d192fbf185f6ee47b44a3754c8"}},"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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"10379","email":"sharon.1388@hotmail.com","first_name":"Su","last_name":"Li","phone":"5879988213","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07526","full_name":"Su Tong Li","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293468","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2503416","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":"L25C07526","phone_2":"5879988213","last_act_type":"2020-06-10","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"F","pf1_completion_date":"2021-04-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sharon.1388@hotmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"6358","email":"grace@i3international.com","first_name":"Grace","last_name":"Baba","phone":"4162612266","orgname":"I3 International Inc","customer_acct_name":"I3 International Inc","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02064","extension_phone_1":"109","full_name":"Grace Baba","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2006-05-23","domain_1":"i3international.com","individual_id":"103372","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501826","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25O02064","organization_id":"103369","pds_august":"3","members_type":"CORP","pds_september":"3","last_act_type":"2020-06-26","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T10:17:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"grace@i3international.com","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","company_paid_thru":"2020-04-30","corp_cancel_date":"2020-07-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5288","email":"murielleb2@hotmail.com","first_name":"Murielle","last_name":"Bourque","phone":"4506983515","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":"L25A02254","province":"QC","full_name":"Murielle Bourque","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2007-07-19","attended_webinar":"No","lapsed_expiration_date":"2023-04-04","individual_id":"119183","time_zone":"2","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2502831","members_type":"AST","area_code":"450","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","new_member_date_2":"2007-07-19","no_email_solicitation":"FALSE","pds_march":"2","intcode":"15","blocnote":"23 avril 2025 ss reponse\r\n24 avril 2025 ss rep\r\ncompleter 29 avril 2025\n2026 May 08 call disconnected early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:48-04:00","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A02254","temp_intcode_for_auto_old_int_code":"15","pds_august":"2","phone_2":"4506983515","pds_september":"2","last_infoline_date_type":"2022-11-02","last_act_type":"2022-11-02","pcl_status":"P","pcl_completion_date":"2016-08-02","pf1_status":"P","pf1_completion_date":"2016-12-25","number_of_passed_courses":"2","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"murielleb2@hotmail.com","pcl_completion_date_5":"2021-08-02","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Murielle but the call was disconnected shortly after initiation without any conversation.","aitm_callsummarytitle":"Call disconnected early, no contact","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1ae2dbeeb6903bb5c643604ed8f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1ae2dbeeb6903bb5c643604ed8f","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"17492","email":"suzanne.schmidt@reevescollege.ca","first_name":"Suzanne","last_name":"Schmidt","phone":"4032071813","orgname":"CDI College","customer_acct_name":"CDI College","tags":"250205 AST Members, 250904 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"language":"English","domain_1":"reevescollege.ca","time_zone":"4","area_code":"403","region":"CDN","last_engaged_date":"2025-12-10","do_id":"AST1274","full_name":"Suzanne Schmidt","members_type":"AST","city_1":"Calgary","province":"AB","phone_2":"4038096080","lead_status":"Member","new_member_date_2":"2017-02-28","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"74546","canceldate":"2005-07-04","cpa_certification":"PCP","no_email_solicitation":"False","blocnote":"April 30 2026 vm\r\nMay 21 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:47:00-04:00","intcode":"06","pipeline_1_lapsed_members":"","cert_status":"PENDING","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"AST1274","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-04-22","last_act_type":"2025-12-30","telemarketing_call_date":"2026-05-21","pcl_status":"P","pcl_completion_date":"2019-11-21","pf1_status":"F","pf1_completion_date":"2019-11-21","pf2_status":"P","pf2_completion_date":"2019-11-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-05-13","number_of_passed_courses":"3","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:36-05:00","date_of_renewal_identification":"2026-01-04","old_int_code":"99","npi_email_temp":"suzanne.schmidt@reevescollege.ca","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"9958","email":"james@homestarinc.ca","first_name":"James","last_name":"Boyd","phone":"5068473202","orgname":"HS Group Ltd.","customer_acct_name":"HS Group Ltd.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00137","province":"NB","full_name":"James Boyd","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-02-13","domain_1":"homestarinc.ca","lapsed_expiration_date":"2023-04-04","individual_id":"272834","area_code":"506","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00465","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","intcode":"16","blocnote":"22 May 2025 Only by e-mail","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T10:11:00-04:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00137","temp_intcode_for_auto_old_int_code":"16","organization_id":"272833","last_act_type":"2023-03-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"james@homestarinc.ca","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6005","email":"danfurness@hotmail.com","first_name":"Daniel","last_name":"Furness","phone":"6046899333","orgname":"Four Seasons Hotel","customer_acct_name":"Four Seasons Hotel","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02588","full_name":"Daniel Furness","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-03-12","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2502110","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"208046","canceldate":"2020-06-01","members_type":"AST","new_member_date_2":"2019-03-12","no_email_solicitation":"False","pds_march":"2","intcode":"16","blocnote":"May 12 2025 line busy\r\nJuly 14 2025 line busy\r\nLN Sept 23 2025 line busy\n2026-05-08 dial busy, phone:  +16046899333\n2026-05-08 invalid phone destination, phone: +16046227794","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","pds_july":"2","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25A02588","temp_intcode_for_auto_old_int_code":"16","pds_august":"2","phone_2":"6046227794","pds_september":"2","last_act_type":"2019-12-03","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"danfurness@hotmail.com","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","called_by":"Tri","aitm_status_called":"2026-05-08T14:21:46-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_6194baa3a8aeda6766f279751b6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6194baa3a8aeda6766f279751b6","old_int_code":"08"}},"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":"2027-02-28","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":"2026-04-29","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\/2027","latest_paid_thru":"2027-02-28"}},"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":{"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":"2023-06-01","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","latest_paid_thru":"2023-12-31"}},"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":"2023-08-09","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","latest_paid_thru":"2024-01-31"}},"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":"2026-02-19","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","npi_email_temp":"juangomez42@hotmail.com","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"5245","email":"danieldomangeli@gmail.com","first_name":"Daniel","last_name":"Angeli","phone":"4505126709","orgname":"Service de Paie Total","customer_acct_name":"Service de Paie Total","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250721 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06844","full_name":"Daniel Dominik Angeli","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"308462","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2504083","members_type":"CAND","province":"QC","area_code":"450","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","intcode":"16","blocnote":"23 avril 2025 bv\r\n24 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\r\n27 mai 2025 bv\r\n3 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T10:19:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2022-11-30","new_member_date_2":"2021-12-23","temp_do_id_for_auto_old_do_id":"L25C06844","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2021-12-23","pcl_status":"F","pcl_completion_date":"2022-06-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"danieldomangeli@gmail.com","pcl_completion_date_5":"2027-06-20","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"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":"2022-03-06","last_act_type":"2022-03-06","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","latest_paid_thru":"2022-06-30"}},"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":"2024-03-10","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","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"5344","email":"tran_kimchi@hotmail.com","first_name":"Kim","last_name":"Tran","phone":"5144615254","orgname":"C&C Packing LP","customer_acct_name":"C&C Packing LP","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07275","province":"QC","phone_2":"5146778774","full_name":"Kim Chi Cindy Tran","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-05-03","individual_id":"298731","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501396","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","members_type":"CAND","paid_thru":"2022-02-28","new_member_date_2":"2021-03-09","temp_do_id_for_auto_old_do_id":"L25C07275","last_infoline_date_type":"2021-09-07","last_act_type":"2021-09-07","pcl_status":"P","pcl_completion_date":"2021-06-14","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"tran_kimchi@hotmail.com","pcl_completion_date_5":"2026-06-14","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"9833","email":"nelvi82@icloud.com","first_name":"Nelda","last_name":"Vieira","phone":"2899254392","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":"L25C06613","full_name":"Nelda Vieira","language":"English","origin":"Lapsed Spring 2024","individual_id":"304820","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503616","members_type":"CAND","province":"ON","area_code":"289","time_zone":"2","phone_2":"2899254392","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\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":"2025-12-08T16:03:00-05:00","new_member_date_2":"2021-09-08","temp_do_id_for_auto_old_do_id":"L25C06613","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-02-09","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-12-18","pf2_status":"P","pf2_completion_date":"2023-04-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"nelvi82@icloud.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"10931","email":"ekaye21@gmail.com","first_name":"Elaine","last_name":"Pisuena","phone":"4379907769","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":"L25C06811","full_name":"Elaine Kaye Pisuena","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"308955","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-13","old_do_id":"LB2503167","members_type":"CAND","province":"ON","area_code":"437","time_zone":"2","phone_2":"4379907769","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:45:00-05:00","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":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"she didn't engage because of her time","engagingstrategiesspecify":"updates in payroll","mini_nps":"5","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":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2022-01-17","temp_do_id_for_auto_old_do_id":"L25C06811","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-01-17","pcl_status":"P","pcl_completion_date":"2022-04-24","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"ekaye21@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"17119","email":"meg.talalas@sennheiser.com","first_name":"Meg","last_name":"Talalas","phone":"5144263013","orgname":"Sennheiser Canada Inc","customer_acct_name":"Sennheiser Canada Inc","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"province":"CT","full_name":"Meg Talalas","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2002-04-01","domain_1":"sennheiser.com","do_id":"L25O01730","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501702","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 ext 3","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T11:14:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01730","temp_intcode_for_auto_old_int_code":"6","individual_id":"299138","organization_id":"58258","phone_2":"8605987480","last_infoline_date_type":"2024-04-06","last_act_type":"2024-04-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"meg.talalas@sennheiser.com","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"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","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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"7082","email":"lilyluming@yahoo.com","first_name":"Lili","last_name":"Lu","phone":"7807189888","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503023","full_name":"Lili Lu","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"22-ao?t-07","individual_id":"120375","region":"CDN","lead_status":"Refused","old_do_id":"C17590","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-10-02","province":"AB","cpa_certification":"CPM","cert_status":"WITHDRAWN","time_zone":"4","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":"2007-08-22","temp_do_id_for_auto_old_do_id":"LB2503023","temp_intcode_for_auto_old_int_code":"21","phone_2":"7807189888","last_act_type":"2021-12-31","pcl_status":"P","pcl_completion_date":"2007-12-10","pf1_status":"P","pf1_completion_date":"2008-03-21","pf2_status":"P","pf2_completion_date":"2008-07-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-01-24","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"lilyluming@yahoo.com","pcl_completion_date_5":"2012-12-10","formatted_paid_thru":"31\/07\/2021","latest_paid_thru":"2021-07-31"}},"seriesid":"163"}
{"contact":{"id":"10353","email":"ypkaur@gmail.com","first_name":"Yash","last_name":"Kaur","phone":"4165776001","orgname":"Popular Tires","customer_acct_name":"Popular Tires","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06754","province":"ON","full_name":"Yash Preet Kaur","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"309034","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500927","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":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25C06754","phone_2":"4165776001","last_act_type":"2022-01-31","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-08-28","number_of_passed_courses":"2","intcode":"06","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:39:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"ypkaur@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"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, AI Contacts sent to TM 2026, 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":"2026-05-13","last_conf_date_type":"2024-08-21","last_act_type":"2026-05-13","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","latest_paid_thru":"2027-03-31"}},"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":"2025-04-07","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","latest_paid_thru":"2026-08-31"}},"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","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"6423","email":"sonya.r@quadro.net","first_name":"Sonya","last_name":"Henderson","phone":"5192842921","orgname":"Kingsway Lodge","customer_acct_name":"Kingsway Lodge","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502124","full_name":"Sonya Henderson","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-02-07","domain_1":"quadro.net","individual_id":"163438","area_code":"519","region":"CDN","lead_status":"Refused","old_do_id":"C16339","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-06-01","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"12 May 2025 No longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T15:53:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"12","paid_thru":"2020-01-31","new_member_date_2":"2018-02-07","temp_do_id_for_auto_old_do_id":"LB2502124","temp_intcode_for_auto_old_int_code":"21","phone_2":"5192296989","last_act_type":"2021-08-19","pcl_status":"P","pcl_completion_date":"2010-03-08","pf1_status":"P","pf1_completion_date":"2010-03-30","pf2_status":"P","pf2_completion_date":"2010-04-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-06-29","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sonya.r@quadro.net","pcl_completion_date_5":"2015-03-08","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31"}},"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":"2023-08-12","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","latest_paid_thru":"2025-10-31"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"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","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"17357","email":"amanda@canadiansbaseball.com","first_name":"Amanda","last_name":"Bodi","phone":"6044844374","orgname":"","customer_acct_name":"","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Amanda Bodi","language":"English","origin":"Lapsed Members","explicit_consent_date":"2022-01-28","domain_1":"canadiansbaseball.com","do_id":"L25A02399","individual_id":"258204","members_type":"AST","time_zone":"2","area_code":"604","never_call":"REFUSED","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501821","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","new_member_date_2":"2017-11-24","no_email_solicitation":"FALSE","intcode":"03","blocnote":"may 27 2025 vm\n2026 May 08 call reached automated system, no human interaction\n2026 May 11 call ended in directory without reaching contact\n2026 May 13 call ended without reaching contact Andrew Lignum through directory.\n2026 May 15 call reached automated system, no human answered\n2026 May 19 call went to automated system or voicemail, no contact reached\n2026 May 21 call reached automated system, no human answer\n2026 May 25 call routed through automated directory, no human reached.\n2026 May 26 call ended without reaching Amanda through directory system","dhmsfin_telemarketing_last_contacted_date":"2026-05-26T10:07:31-04:00","pipeline_2_members_only_ast":"","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25A02399","temp_intcode_for_auto_old_int_code":"03","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":"amanda@canadiansbaseball.com","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","called_by":"Tri","aitm_status_called":"2026-05-26T10:07:31-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"9","npi_transcriptsummary":"The agent attempted to reach Amanda through a directory system but was unable to connect directly. The call involved navigating the directory prompts without success, and the call ended without reaching the intended contact.","aitm_callsummarytitle":"Unable to reach Amanda via directory","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"05","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f37b4960a54efb3e1eb47e90bd7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f37b4960a54efb3e1eb47e90bd7","number_of_calls_reached":"5","mini_nps":"3","onesentencenotrenewed":"Contact was not reached due to automated directory system.","initialvalue":"Other","othermemberbenefit":"Call did not reach intended contact due to automated directory system.","astotherreasonsnottorenew":"Call did not reach intended contact due to automated directory system.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"10447","email":"shawmn@gmail.com","first_name":"Michelle","last_name":"Shaw","phone":"9059959938","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":"L25C07105","full_name":"Michelle Shaw","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"265106","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503419","members_type":"CAND","province":"ON","area_code":"905","time_zone":"2","phone_2":"9059959938","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","intcode":"06","blocnote":"17 March 2025 VM\r\n27 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":"2022-06-30","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T10:35:00-05:00","new_member_date_2":"2018-07-17","temp_do_id_for_auto_old_do_id":"L25C07105","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-06-06","pcl_status":"P","pcl_completion_date":"2018-11-04","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"shawmn@gmail.com","pcl_completion_date_5":"2023-11-04","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-10-31"}},"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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2022-06-30"}},"seriesid":"163"}
{"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":"2022-01-09","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","latest_paid_thru":"2023-01-31"}},"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":"260522 Lapsed DEL","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":"LB2505845","last_act_type":"2025-02-28","company_paid_thru":"2027-02-28","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","npi_email_temp":"kbiron@collegenotredame.com","pf2_status":"E","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"5369","email":"juliebeauchesne@servicescomptablesjb.ca","first_name":"Julie","last_name":"Beauchesne","phone":"8732006614","orgname":"Julie Beauchesne","customer_acct_name":"Julie Beauchesne","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Julie Beauchesne","language":"French","origin":"2023 lapsed Members","domain_1":"servicescomptablesjb.ca","attended_webinar":"No","lapsed_expiration_date":"2022-04-02","individual_id":"297697","time_zone":"2","area_code":"873","region":"QC","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"L25A02378","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-04-02","new_member_date_2":"2021-02-04","no_email_solicitation":"FALSE","intcode":"21","blocnote":"17 juin 2025 bv\n2026 May 08 contact declined to talk and ended call quickly.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:52-04:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A02378","temp_intcode_for_auto_old_int_code":"21","phone_2":"8732006614","last_infoline_date_type":"2021-12-21","last_act_type":"2021-12-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"juliebeauchesne@servicescomptablesjb.ca","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:52-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Julie to discuss her lapsed Associate membership with the National Payroll Institute but Julie declined to engage and ended the call quickly.","aitm_callsummarytitle":"Contact declined to discuss membership renewal","notrenewedwanttorenew":"No","onesentencenotrenewed":"No time to talk, declined to continue the conversation.","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","retell_call_status":"ended","session_id":"call_2233350e34ef2932ea75cb5de92","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2233350e34ef2932ea75cb5de92","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2021-11-30"}},"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","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"5429","email":"chpj_lll@hotmail.com","first_name":"Ping","last_name":"Chen","phone":"4504665888","orgname":"Vacances Ph\u00e9nix","customer_acct_name":"Vacances Ph\u00e9nix","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06855","province":"QC","full_name":"Ping (Jessica) Chen","language":"English","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2023-02-02","individual_id":"296059","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501537","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","paid_thru":"2022-11-30","new_member_date_2":"2020-12-20","temp_do_id_for_auto_old_do_id":"L25C06855","phone_2":"4506722866","last_act_type":"2021-11-27","pcl_status":"P","pcl_completion_date":"2021-04-07","pf1_status":"P","pf1_completion_date":"2021-08-03","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"chpj_lll@hotmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
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{"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","latest_paid_thru":"2020-07-31"}},"seriesid":"163"}
{"contact":{"id":"6244","email":"dlmartyn@comcast.net","first_name":"Deborah","last_name":"Martyn","phone":"2039174026","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Deborah Martyn","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2020-10-07","domain_1":"comcast.net","individual_id":"14979","region":"CDN","lead_status":"Refused","old_do_id":"L25A02409","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-12-02","members_type":"AST","new_member_date_2":"2020-10-07","no_email_solicitation":"FALSE","province":"CT","time_zone":"2","paid_thru":"2021-09-30","blocnote":"Aug 13 2025 completed ( she just moved from associate membership to corporate membership)\r\n23 October 2025 VM\r\nLN \/ 12 November 2024 She is under the corporate membership so don't call again","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T15:28:00-05:00","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","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","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"LB2504976","temp_intcode_for_auto_old_int_code":"21","phone_2":"2039174026","last_infoline_date_type":"2020-10-13","last_act_type":"2020-10-13","old_int_code":"13","number_of_passed_courses":"0","notrenewedother":"AST -> CORP","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"False","wera":"False","do_id":"LB2504976","npi_email_temp":"dlmartyn@comcast.net","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
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{"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, 260522 Lapsed DEL","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":"2025-10-07","last_act_type":"2026-10-02","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":"2026-06-01","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","corp_cancel_date":"2026-03-03","company_status":"I"}},"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","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10989","email":"ella.kayseas@fsin.com","first_name":"Ella","last_name":"Kayseass","phone":"3066651215","orgname":"Federation of Saskatchewan Indian Nations","customer_acct_name":"Federation of Saskatchewan Indian Nations","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501782","province":"SK","extension_phone_1":"271","full_name":"Ella Kayseass","language":"English","origin":"2023 lapsed Members","domain_1":"fsin.com","lapsed_expiration_date":"2022-12-02","individual_id":"23564","area_code":"306","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETP00165","time_zone":"3","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-12-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"may 22 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:03:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-09-30","new_member_date_2":"2009-10-01","temp_do_id_for_auto_old_do_id":"LB2501782","temp_intcode_for_auto_old_int_code":"6","phone_2":"3066830605","last_act_type":"2023-02-03","pcl_status":"P","pcl_completion_date":"2010-03-08","pf2_status":"P","pf2_completion_date":"2010-08-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-04-13","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"ella.kayseas@fsin.com","pcl_completion_date_5":"2015-03-08","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"16902","email":"kreslavskaja@gmail.com","first_name":"Marina","last_name":"Kreslavskaia","phone":"6478535100","orgname":"Dreamstar Bedding Inc.","customer_acct_name":"Dreamstar Bedding Inc.","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Marina Kreslavskaia","language":"English","origin":"2023 lapsed Members","attended_webinar":"Yes","lapsed_expiration_date":"2022-03-02","do_id":"L25C07377","individual_id":"296957","time_zone":"2","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500672","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":"L25C07377","phone_2":"6478535100","last_act_type":"2021-01-19","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:31:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"kreslavskaja@gmail.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"5312","email":"mcgau@videotron.ca","first_name":"Marie-Claude","last_name":"Gaudette","phone":"5142554343","orgname":"Groupe Sportscene","customer_acct_name":"Groupe Sportscene","tags":"CSV imported, NPIdealed, Members from extract, moveToDeleted, npiPartnerAccount","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Marie-Claude Gaudette","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-05-03","individual_id":"140213","time_zone":"2","area_code":"514","region":"QC","lead_status":"Not Relevant","old_do_id":"LB2506356","members_type":"PRO","phone_2":"5142488242","canceldate":"2025-08-02","pipeline_1_lapsed_members":"","intcode":"21","date_of_renewal_identification":"2025-06-12","cert_status":"ACTIVE","cpa_certification":"SCP","paid_thru":"2026-12-31","new_member_date_2":"2009-01-16","city_1":"Candiac","pipeline_2_members_only_ast":"","onesentencenotrenewed":"PRO reached 3 years limit for renewal","temp_do_id_for_auto_old_do_id":"LB2506356","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2026-03-23","last_act_type":"2026-03-23","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","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":"mcgau@videotron.ca","pcl_completion_date_5":"2025-06-28","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"29215","email":"olubunmiokuwa@gmail.com","first_name":"Olubunmi","last_name":"Okuwa","phone":"9056803655","orgname":"Walker Industries","customer_acct_name":"Walker Industries","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1063","full_name":"Olubunmi Okuwa","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"2899906115","lead_status":"Renewed APX","new_member_date_2":"2019-10-22","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"245876","canceldate":"2017-10-03","no_email_solicitation":"False","pds_march":"1","area_code":"905","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:37:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"1","pds_july":"1","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST1063","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_infoline_date_type":"2020-04-17","last_act_type":"2025-11-28","pcl_status":"P","pcl_completion_date":"2017-01-08","pf1_status":"F","pf1_completion_date":"2017-06-22","number_of_passed_courses":"1","pds_october":"1","date_of_renewal_identification":"2025-12-02","telemarketing_call_date":"2026-05-01","trc":"True","wera":"False","old_int_code":"99","pds_november":"1","npi_email_temp":"olubunmiokuwa@gmail.com","pcl_completion_date_5":"2022-01-08","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"6646","email":"julie.martin@utschools.ca","first_name":"Julie","last_name":"Martin","phone":"4169460225","orgname":"University of Toronto Schools","customer_acct_name":"University of Toronto Schools","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02116","full_name":"Julie Martin, FMP","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-03-27","domain_1":"utschools.ca","individual_id":"274547","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-25","old_do_id":"LB2501842","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02116","organization_id":"274545","members_type":"CORP","last_conf_date_type":"2020-06-17","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T10:46:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"julie.martin@utschools.ca","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6188","email":"elizabethwarner2000@yahoo.ca","first_name":"Elizabeth","last_name":"Warner","phone":"9059854888","orgname":"Great Blue Heron Casino","customer_acct_name":"Great Blue Heron Casino","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502067","extension_phone_1":"310","full_name":"Elizabeth Warner","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2005-04-12","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"C16194","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","individual_id":"88799","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":"4","paid_thru":"2020-03-31","new_member_date_2":"2005-04-12","temp_do_id_for_auto_old_do_id":"LB2502067","temp_intcode_for_auto_old_int_code":"21","pds_august":"4","pds_september":"4","last_infoline_date_type":"2018-05-15","last_act_type":"2022-03-06","pcl_status":"P","pcl_completion_date":"2007-08-03","pf1_status":"P","pf1_completion_date":"2008-01-18","pf2_status":"P","pf2_completion_date":"2008-04-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-02-24","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"elizabethwarner2000@yahoo.ca","pcl_completion_date_5":"2012-08-03","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31"}},"seriesid":"163"}
{"contact":{"id":"5349","email":"sgalleguillos@hotmail.com","first_name":"Sandra","last_name":"Sarli","phone":"4383873707","orgname":"Comptabilit\u00e9 S. J. A. Inc.","customer_acct_name":"Comptabilit\u00e9 S. J. A. Inc.","tags":"CSV imported, F24 Webinar registration QC, F24 Webinar QC, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00047","province":"QC","full_name":"Sandra Galleguillos Sarli","language":"French","origin":"2024 FALL","attended_webinar":"No","lapsed_expiration_date":"2023-04-04","individual_id":"247768","time_zone":"2","area_code":"438","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETA00207","members_type":"AST","new_member_date_2":"2021-02-04","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","no_email_solicitation":"FALSE","intcode":"10","blocnote":"9 juin 2025 rappeler mardi\n2026 May 08 callback scheduled for Sandra Sarli on 2026-05-22 10:06","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:57-04:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00047","temp_intcode_for_auto_old_int_code":"10","phone_2":"4383873707","last_infoline_date_type":"2022-03-15","last_act_type":"2022-03-15","pcl_status":"P","pcl_completion_date":"2017-02-12","pf1_status":"F","pf1_completion_date":"2017-12-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sgalleguillos@hotmail.com","pcl_completion_date_5":"2022-02-12","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:57-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_call_back_date_and_time":"2026-05-22T10:06:00-04:00","npi_call_back_time_hour":"10","npi_call_back_time_minute":"06","npi_transcriptsummary":"The agent called to speak with Sandra but was informed she was not available. The agent scheduled a callback for two weeks later to reach Sandra and ended the call courteously.","aitm_callsummarytitle":"Callback Scheduled for Sandra","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_95c75c641acfe8f6715c22aceed","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_95c75c641acfe8f6715c22aceed"}},"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","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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":"2025-01-05","last_act_type":"2026-03-02","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","latest_paid_thru":"2027-03-31"}},"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","latest_paid_thru":"2020-03-31","company_paid_thru":"2020-03-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"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":"2018-04-05","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","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"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, TMAI","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":"15","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\n2026 May 08 call started, agent introduced herself and membership lapse mentioned, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:52-04:00","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":"15","phone_2":"5879388436","last_act_type":"2019-11-19","old_int_code":"11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"admin@circologroup.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:52-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Bryan and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about his membership experience. 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","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_338fe5032382e6a7858bbad9058","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_338fe5032382e6a7858bbad9058","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"11011","email":"shakilhirani@yahoo.com","first_name":"Shakil","last_name":"Hirani","phone":"2266062244","orgname":"National Car Rental","customer_acct_name":"National Car Rental","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Shakil Hirani","language":"English","origin":"Lapsed Spring 2024","individual_id":"178466","region":"CDN","lead_status":"Refused","old_do_id":"L25P02458","members_type":"PRO","province":"ON","area_code":"226","time_zone":"2","phone_2":"2266062244","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-03","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"18 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 VM\r\n14 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 VM\r\nLN \/ 08 December 2025 VM\n2026 May 25 contact refused renewal due to reinstatement exam and poor treatment by staff.\n2026 May 26 contact refused to renew due to unwillingness to complete certifications\n2026 May 27 call reached voicemail\n2026 May 27 call reached voicemail","paid_thru":"2023-11-30","dhmsfin_telemarketing_last_contacted_date":"2026-05-27T10:07:12-04:00","new_member_date_2":"2010-12-02","temp_do_id_for_auto_old_do_id":"L25P02458","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-03-05","pcl_status":"P","pcl_completion_date":"2011-07-21","pf1_status":"P","pf1_completion_date":"2012-02-14","pf2_status":"P","pf2_completion_date":"2012-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-07-06","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"shakilhirani@yahoo.com","pcl_completion_date_5":"2016-07-21","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","thewithdrawaldate":"2024-02-03","aitm_status_called":"2026-05-27T10:22:10-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered by a human and went to voicemail.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"Not willing to complete the required certifications and exams for renewal.","initialvalue":"Designation","prootherreasonsnottorenew":"Frustration with annual course requirements and feeling mistreated by membership staff.","old_int_code":"01","age_range":"61+","npi_voicemaildetection":"Yes","ivrdetector":"Yes","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c631cb933f00a9c967627de5687","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c631cb933f00a9c967627de5687","number_of_total_call_attempts":"4","number_of_calls_reached":"2","ln_entered_date":"2026-05-27","called_by":"AC Automation"}},"seriesid":"163"}
{"contact":{"id":"29097","email":"elise.goupil@sherbrooke.ca","first_name":"Elise","last_name":"Goupil","phone":"8198238000","orgname":"Ville de Sherbrooke","customer_acct_name":"Ville de Sherbrooke","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0548","full_name":"Elise Goupil","members_type":"AST","city_1":"Sherbrooke","province":"QC","language":"French","phone_2":"8198462089","lead_status":"Member","last_engaged_date":"2025-02-26","new_member_date_2":"2011-09-22","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"12493","canceldate":"2003-03-21","no_email_solicitation":"False","pds_march":"13","area_code":"819","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"13","pds_july":"13","paid_thru":"2026-08-31","pds_august":"13","extension_phone_1":"6089","temp_do_id_for_auto_old_do_id":"AST0548","temp_intcode_for_auto_old_int_code":"06","pds_september":"13","last_infoline_date_type":"2026-03-24","last_act_type":"2026-03-24","blocnote":"AI .15 oct 2025 bv\r\n22 oct 2025 bv\r\n30 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:37:00-04:00","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","pds_october":"13","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:43-05:00","pds_november":"13","npi_email_temp":"elise.goupil@sherbrooke.ca","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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":"2022-12-01","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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"8215","email":"info@mccuaig.net","first_name":"Adib","last_name":"Salam","phone":"6042550992","orgname":"McCuaig & Associates Engineering","customer_acct_name":"McCuaig & Associates Engineering","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502103","extension_phone_1":"1#MPAS, 0","full_name":"Adib Salam","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-04-11","domain_1":"mccuaig.net","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"C16274","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"LB2502103","npi_email_temp":"info@mccuaig.net"}},"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"9326","email":"rmckinley@coppertipenergy.com","first_name":"Rebecca","last_name":"McKinley","phone":"7017743485","orgname":"Copper Tip Energy Services","customer_acct_name":"Copper Tip Energy 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":"L25C06686","province":"AB","full_name":"Rebecca McKinley","language":"English","origin":"2023 lapsed Members","domain_1":"coppertipenergy.com","lapsed_expiration_date":"2023-06-02","individual_id":"312418","area_code":"701","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500032","time_zone":"3","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","intcode":"06","blocnote":"Mar 12 2025   Mar 24 2025n vm\r\nMar 26 2025 vm  Mar 27 2025 vm\r\nMar 31 2025 vm Aug 6 2025 vm\r\nLN Oct 7 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2026-01-05T10:19:00-05:00","paid_thru":"2023-03-31","new_member_date_2":"2022-04-29","temp_do_id_for_auto_old_do_id":"L25C06686","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-12-09","pcl_status":"F","pcl_completion_date":"2022-09-11","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"rmckinley@coppertipenergy.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"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","latest_paid_thru":"2023-03-31"}},"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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","old_do_id":"L25A02499","pipeline_1_lapsed_members":"Refused Lapsed","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":"01","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail\n2026 May 11 contact refused to renew membership and declined to answer survey questions.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:50-04:00","temp_do_id_for_auto_old_do_id":"L25A02499","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2020-08-31","called_by":"Tri","aitm_status_called":"2026-05-11T13:26:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent contacted Kuan regarding their lapsed Associate membership with the National Payroll Institute. Kuan expressed that they no longer pay the membership fee and declined to answer further questions, citing lack of payroll experience and dissatisfaction with the membership's impact on their job prospects. The call ended with Kuan refusing to continue the conversation.","aitm_callsummarytitle":"Membership lapsed - contact refused to renew","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_3fa77674c9942f7e600c94c49ce","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3fa77674c9942f7e600c94c49ce","mini_nps":"3","onesentencenotrenewed":"The membership did not help me get a good job and I don't have payroll experience.","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8512","email":"marnie@ironworkers725.com","first_name":"Marnie","last_name":"MacDonald-Hodge","phone":"4032911300","orgname":"Ironworkers Local 725","customer_acct_name":"Ironworkers Local 725","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500284","province":"AB","extension_phone_1":"201","full_name":"Marnie MacDonald-Hodge","language":"English","origin":"2023 lapsed Members","domain_1":"ironworkers725.com","lapsed_expiration_date":"2022-03-02","individual_id":"240155","area_code":"403","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETP00172","time_zone":"4","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-03-02","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","intcode":"16","blocnote":"13 May 2025 VM\r\n08 September 2025 VM says another name\r\nLN \/ 10 December 2025 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:10:00-05:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"1","paid_thru":"2021-12-31","new_member_date_2":"2016-01-14","temp_do_id_for_auto_old_do_id":"LB2500284","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"4038168858","pds_september":"1","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2016-06-07","pf1_status":"P","pf1_completion_date":"2017-06-22","pf2_status":"P","pf2_completion_date":"2018-07-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-06-07","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","old_int_code":"08","npi_email_temp":"marnie@ironworkers725.com","pcl_completion_date_5":"2021-06-07","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"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":"2020-07-11","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","latest_paid_thru":"2021-10-31"}},"seriesid":"163"}
{"contact":{"id":"10383","email":"nfjennychoi@gmail.com","first_name":"Jenny","last_name":"Choi","phone":"9053542713","orgname":"Flowers.ca Inc","customer_acct_name":"Flowers.ca Inc","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02350","province":"ON","full_name":"Jenny Choi","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"233557","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500743","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","cpa_certification":"PCP","new_member_date_2":"2015-04-08","no_email_solicitation":"FALSE","pds_march":"1","cert_status":"PENDING","intcode":"15","blocnote":"may 22 2025 not available\r\nSept 4 2025 not available\n2026 May 08 contact not available, spoke with Stephanie who recommended email contact for Jenny Choi\n2026 May 11 contact answered by Julian, not Jenny, no callback time given\n2026 May 13 call reached gatekeeper Ethan who could not transfer to Jenny, agent to call back later\n2026 May 15 call disconnected early with no conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:06:43-04:00","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A02350","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","phone_2":"2894073936","pds_september":"1","last_act_type":"2021-09-09","pcl_status":"P","pcl_completion_date":"2015-08-05","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":"2015-09-29","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"nfjennychoi@gmail.com","pcl_completion_date_5":"2020-08-05","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T11:06:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The call was very brief with only a compliance statement exchanged and no further conversation or task completion.","aitm_callsummarytitle":"Brief call with no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f72fc4a601d5a9130e3a2042af9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f72fc4a601d5a9130e3a2042af9","number_of_calls_reached":"4","mini_nps":"3","onesentencenotrenewed":"No conversation or renewal intent expressed due to very short call.","initialvalue":"Other","othermemberbenefit":"No interaction to determine other benefits.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say"}},"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":"2021-08-09","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","latest_paid_thru":"2022-08-31"}},"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","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"29062","email":"amaankamah@compulsiongames.com","first_name":"Ama","last_name":"Ankamah","phone":"5145077522","orgname":"Compulsion Games ULC","customer_acct_name":"Compulsion Games ULC","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0044","full_name":"Ama Ankamah, CPA","members_type":"AST","city_1":"Westmount","province":"QC","language":"English","lead_status":"Renewed APX","new_member_date_2":"2019-11-05","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","last_engaged_date":"2025-05-29","late_breaking_payroll_news_march":"1","individual_id":"282633","no_email_solicitation":"False","pds_march":"1","resources_tools_april":"1","area_code":"514","time_zone":"2","member_april":"6","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T13:15:00-04:00","resources_tools_may":"1","pipeline_1_lapsed_members":"","pds_may":"1","pds_july":"1","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"2","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0044","temp_intcode_for_auto_old_int_code":"6","pds_september":"1","last_infoline_date_type":"2025-08-15","last_act_type":"2025-07-10","date_of_renewal_identification":"2025-10-09","telemarketing_call_date":"2026-05-22","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:30-05:00","pds_november":"1","npi_email_temp":"amaankamah@compulsiongames.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"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":"2022-01-09","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","latest_paid_thru":"2023-08-31"}},"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":"2021-02-03","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:49:00-05:00","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","latest_paid_thru":"2021-11-30"}},"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":"2021-01-02","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","latest_paid_thru":"2020-08-31"}},"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":"2024-07-03","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","latest_paid_thru":"2024-12-31"}},"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":{"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":"2025-01-05","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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"6334","email":"shane_dela@yahoo.ca","first_name":"Marites","last_name":"Aquino","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502888","full_name":"Marites Aquino","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-08-06","individual_id":"208372","region":"CDN","lead_status":"Refused","old_do_id":"C16383","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-10-02","province":"AB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"4","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-07-31","new_member_date_2":"2014-08-06","temp_do_id_for_auto_old_do_id":"LB2502888","temp_intcode_for_auto_old_int_code":"21","phone_2":"4037026166","last_act_type":"2020-12-31","pcl_status":"P","pcl_completion_date":"2013-02-04","pf1_status":"F","pf1_completion_date":"2014-07-15","pf2_status":"P","pf2_completion_date":"2014-08-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-08-13","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"shane_dela@yahoo.ca","pcl_completion_date_5":"2018-02-04","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31"}},"seriesid":"163"}
{"contact":{"id":"5394","email":"wildaelisma@gmail.com","first_name":"Wilda","last_name":"Elisma","phone":"5146596310","orgname":"Administration","customer_acct_name":"Administration","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07109","province":"QC","full_name":"Wilda Elisma","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-09-02","individual_id":"238675","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501520","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","pds_july":"4","paid_thru":"2022-06-30","new_member_date_2":"2018-06-27","temp_do_id_for_auto_old_do_id":"L25C07109","pds_august":"4","phone_2":"5146596310","pds_september":"4","last_infoline_date_type":"2020-07-10","last_act_type":"2021-05-19","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"P","pf1_completion_date":"2019-06-16","pf2_status":"P","pf2_completion_date":"2019-12-16","number_of_passed_courses":"3","pds_october":"4","trc":"True","wera":"False","pds_november":"4","npi_email_temp":"wildaelisma@gmail.com","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"seriesid":"163"}
{"contact":{"id":"29107","email":"celine.normandin@pasquier.qc.ca","first_name":"C\u00e9line","last_name":"Normandin","phone":"4503496422","orgname":"Soci\u00e9t\u00e9 en Commandite PASQUIER","customer_acct_name":"Soci\u00e9t\u00e9 en Commandite PASQUIER","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1049","full_name":"C\u00e9line Normandin","members_type":"AST","city_1":"StJean-sur-Richelieu","province":"QC","language":"French","phone_2":"4385018449","lead_status":"Renewed APX","new_member_date_2":"2013-04-03","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"213425","no_email_solicitation":"False","pds_march":"11","area_code":"450","time_zone":"2","intcode":"06","blocnote":"AI. 15 oct 2025 bv\r\n22 oct 2025 bv\r\n30 oct 2025 bv","sendpreexpirationemail":"2025-05-20T11:16:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:39:00-04:00","mini_nps":"5","value_help_with_complex":"Yes","last_engaged_date":"2025-05-30","old_int_code":"99","pipeline_1_lapsed_members":"","pds_may":"11","pds_july":"11","paid_thru":"2027-03-31","pds_august":"11","extension_phone_1":"6303","temp_do_id_for_auto_old_do_id":"AST1049","temp_intcode_for_auto_old_int_code":"06","pds_september":"11","last_infoline_date_type":"2026-08-04","last_act_type":"2026-08-04","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","pds_october":"11","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:37-05:00","pds_november":"11","npi_email_temp":"celine.normandin@pasquier.qc.ca","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"30666","email":"cmah@sunrisefoods.com","first_name":"Courtney","last_name":"Mah","phone":"3066572594","orgname":"Sunrise Foods International","customer_acct_name":"Sunrise Foods International","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"308290","full_name":"Courtney Mah","members_type":"CAND","do_id":"L25C00200","city_1":"Saskatoon","province":"SK","language":"English","phone_2":"3062903156","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2022-01-07","area_code":"306","time_zone":"3","blocnote":"15 April 2025 VM\r\n23 April 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T14:25:00-04:00","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","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"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":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-03-04","onesentencenotrenewed":"CAND Reached 3 years","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00200","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-04-22","last_act_type":"2023-12-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cmah@sunrisefoods.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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":"2020-06-01","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","latest_paid_thru":"2020-07-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-07-31"}},"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, TMAI","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":"15","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\n2026 May 08 contact answered and answered initial value question, call ended before completion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:47-04:00","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":"15","pds_august":"1","phone_2":"2047343336","pds_september":"1","last_conf_date_type":"2023-07-12","last_act_type":"2021-01-10","old_int_code":"10","number_of_passed_courses":"0","pds_october":"1","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"rhonda.lukey@svcu.mb.ca","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent successfully reached Rhonda and confirmed her identity before explaining the purpose of the call regarding her lapsed Associate membership. The agent asked the initial value question and began the satisfaction rating question, but the call ended due to inactivity before completion.","aitm_callsummarytitle":"Call ended before completion after initial questions","initialvalue":"Seminar","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b051c6f73f762cfa84245c951e1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b051c6f73f762cfa84245c951e1","number_of_calls_reached":"1"}},"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":"2025-02-10","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","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"5345","email":"peetlove691012@gmail.com","first_name":"Pierrette","last_name":"Raynaud","phone":"5146661562","orgname":"Travail Global Agence de Placement Inc.","customer_acct_name":"Travail Global Agence de Placement Inc.","tags":"CSV imported, NPIdealed, npiAlert13, AI Contacts sent to TM 2026","ip4":"0.0.0.0","fields":{"do_id":"AST03188","province":"QC","extension_phone_1":"228","full_name":"Pierrette Raynaud","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-05-03","individual_id":"241188","time_zone":"2","area_code":"514","region":"QC","lead_status":"Renewed AST","old_do_id":"L25A02368","members_type":"AST","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2022-05-03","new_member_date_2":"2026-04-21","no_email_solicitation":"FALSE","intcode":"06","blocnote":"22 mai 226 bv","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T11:33:00-04:00","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"AST03188","temp_intcode_for_auto_old_int_code":"06","phone_2":"4504710517","last_infoline_date_type":"2017-11-22","last_act_type":"2026-04-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"peetlove691012@gmail.com","date_of_renewal_identification":"2026-04-22","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","ai_entered_date":"2026-04-22","telemarketing_call_date":"2026-05-22","old_int_code":"99","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"5496","email":"jwilson@novallier.ca","first_name":"Jessica","last_name":"Wilson","phone":"4504491000","orgname":"Novallier, S.e.n.c.r.l.","customer_acct_name":"Novallier, S.e.n.c.r.l.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02222","province":"QC","full_name":"Jessica Wilson","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2011-11-09","domain_1":"novallier.ca","attended_webinar":"No","lapsed_expiration_date":"2011-11-09","individual_id":"292963","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501436","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:17:00-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O02222","temp_intcode_for_auto_old_int_code":"6","organization_id":"190923","last_infoline_date_type":"2022-11-15","last_act_type":"2023-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jwilson@novallier.ca","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9865","email":"jacksona1977@outlook.com","first_name":"Athena","last_name":"Jackson","phone":"9729169847","orgname":"OneSource Virtual","customer_acct_name":"OneSource Virtual","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07372","province":"TX","full_name":"Athena Jackson","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"297309","area_code":"972","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2501784","time_zone":"3","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2021-01-29","temp_do_id_for_auto_old_do_id":"L25C07372","phone_2":"8172692979","last_act_type":"2021-01-28","pcl_status":"F","pcl_completion_date":"2021-08-08","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:07:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jacksona1977@outlook.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"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":{"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":"2023-09-02","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","latest_paid_thru":"2024-01-31"}},"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, TMAI","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":"02","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.\n2026 May 08 contact expressed dissatisfaction due to education recognition issue, open to renew if resolved, application form sent - NPI# 8561","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:32-04:00","temp_do_id_for_auto_old_do_id":"L25A02498","temp_intcode_for_auto_old_int_code":"02","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":"Yes","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":"1","age_range":"31-45","selfpayrollproficiency":"Advance","old_int_code":"01","trc":"False","wera":"False","npi_email_temp":"jwrm_0004@hotmail.com","pcl_completion_date_5":"2019-07-15","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:32-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","sendapplicationform":"2026-05-08T11:54:00-04:00","npi_transcriptsummary":"The agent spoke with Monika about her lapsed Associate membership with the National Payroll Institute. Monika expressed dissatisfaction due to lack of recognition of her prior education but showed openness to renewing if the issue was addressed. The agent sent an application form to Monika's email for her to review and consider renewal.","aitm_callsummarytitle":"Membership Renewal Discussion with Education Concern","onesentencenotrenewed":"Did not recognize my prior education, requiring me to redo courses unnecessarily.","initialvalue":"Stay Current","astotherreasonsnottorenew":"Did not recognize prior education, requiring redoing courses.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_31cb6aa883b0812d40284ea7b68","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_31cb6aa883b0812d40284ea7b68","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29100","email":"yaonianhui@hotmail.com","first_name":"Nian","last_name":"Yao","phone":"4167454222","orgname":"Alumicor Ltd.","customer_acct_name":"Alumicor Ltd.","tags":"250205 AST Members, WR250321, 250425 Renewed Lapsed, npiAlert14, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"old_do_id":"L25A00279","full_name":"Nian Hui Yao","members_type":"CORP","city_1":"Mississauga","province":"ON","language":"English","phone_2":"9058217820","lead_status":"Lapsed DEL","new_member_date_2":"2019-04-01","pipeline_2_members_only_ast":"","individual_id":"228503","pipeline_1_lapsed_members":"Renewed lapsed","found":"individual id","date_of_renewal_identification":"2026-05-26","area_code":"416","time_zone":"2","coidnewmbrdate":"2025-03-11","extension_phone_1":"305","blocnote":"20 March 2025 VM\r\n24 March 2025 VM\r\n27 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","dhmsfin_telemarketing_last_contacted_date":"2025-05-05T10:49:00-04:00","intcode":"99","organization_id":"348459","canceldate":"2025-03-14","pds_july":"1","temp_do_id_for_auto_old_do_id":"LB2507708","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","pds_september":"1","last_infoline_date_type":"2026-05-19","last_act_type":"2026-05-19","company_paid_thru":"2026-02-28","number_of_passed_courses":"0","pds_october":"1","old_int_code":"6","trc":"False","wera":"False","pds_november":"1","do_id":"LB2507708","npi_email_temp":"yaonianhui@hotmail.com","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","company_status":"A"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"17323","email":"payroll@rdsoffice.net","first_name":"Onna","last_name":"Stoll","phone":"2505583571","orgname":"RD's Office Services","customer_acct_name":"RD's Office Services","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"BC","full_name":"Onna Stoll","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2007-12-14","domain_1":"rdsoffice.net","lapsed_expiration_date":"2022-02-02","do_id":"L25O02264","individual_id":"293414","time_zone":"5","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500432","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"Sept 5 2025 completed ( not willing to renew)","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T16:32:00-04:00","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":"No","npivaluenotdeliveredspecify":"mmmm","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O02264","temp_intcode_for_auto_old_int_code":"1","organization_id":"125123","last_act_type":"2022-01-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"payroll@rdsoffice.net","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29146","email":"jessica.currier@cognex.com","first_name":"Jessica","last_name":"Currier","phone":"5086503000","orgname":"Cognex","customer_acct_name":"Cognex","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0323","full_name":"Jessica Currier","members_type":"AST","city_1":"Natick","province":"MA","language":"English","lead_status":"Member","new_member_date_2":"2024-06-27","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"323313","no_email_solicitation":"False","area_code":"508","time_zone":"2","intcode":"06","blocnote":"June 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T10:49:00-04:00","last_engaged_date":"2025-10-01","resources_tools_may":"1","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":"AST0323","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-07-18","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:54-05:00","npi_email_temp":"jessica.currier@cognex.com","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16"}},"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, TMAI","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":"15","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\n2026-05-15 Dial no answer, phone: +16474277434\n2026 May 15 reached voicemail, no conversation\n2026-05-19 Dial no answer, phone: +16474277434\n2026 May 19 call reached Devina, introduction made, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T09:42:02-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00272","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-02-06","old_int_code":"05","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-19T09:57:06-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d38806d3d49a5c45febf8e33b55","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d38806d3d49a5c45febf8e33b55","npi_transcriptsummary":"The agent reached Devina and introduced herself, explaining the purpose of the call regarding the lapsed Professional membership. The call was brief and ended without further conversation or survey questions.","aitm_callsummarytitle":"Introduction and membership lapse notification","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","number_of_calls_reached":"1"}},"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":{"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":"2024-04-12","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","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"17147","email":"kathy@outshine.com","first_name":"Kathy","last_name":"Dolan","phone":"924498245","orgname":"Outshine Online Marketing Inc.","customer_acct_name":"Outshine Online Marketing Inc.","tags":"Fixed deal, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"province":"NS","full_name":"Kathy Dolan","language":"English","origin":"2023 lapsed Members","domain_1":"outshine.com","attended_webinar":"Yes","lapsed_expiration_date":"2022-12-02","do_id":"L25A00102","individual_id":"306573","time_zone":"1","area_code":"902","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETA00423","members_type":"AST","new_member_date_2":"2021-11-01","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","no_email_solicitation":"FALSE","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T14:06:40-04:00","blocnote":"19 February 2025 Sending Associate membership - She won't join because she is not doing payroll much but she will think about it\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A00102","temp_intcode_for_auto_old_int_code":"06","phone_2":"9024498245","last_infoline_date_type":"2021-07-12","last_conf_date_type":"2023-07-12","last_act_type":"2024-09-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kathy@outshine.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:46-04:00","number_of_call_attempts":"8","number_of_total_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","old_int_code":"3","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c71508d35c422c950d8e16ac9c6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c71508d35c422c950d8e16ac9c6","mini_nps":"3"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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","npi_email_temp":"kavitharani79@yahoo.ca","pcl_completion_date_5":"2025-12-14","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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","latest_paid_thru":"2022-06-30","company_paid_thru":"2022-06-30","corp_cancel_date":"2022-06-06","company_status":"I"}},"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":"2021-06-11","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","latest_paid_thru":"2022-08-31"}},"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, AI Contacts sent to TM 2026, 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":"2026-05-01","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":"31","blocnote":"April 30 2026 call back\r\nApril 30 2026 ok send AI and Assoc. to Cand. emails","dhmsfin_telemarketing_last_contacted_date":"2026-04-30T18:41:00-04:00","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"AST02493","temp_intcode_for_auto_old_int_code":"31","phone_2":"6477609046","last_act_type":"2025-11-19","old_int_code":"99","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":"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":"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 received a call and awaits to the next call","telemarketing_call_date":"2026-04-30","trc":"False","wera":"False","npi_email_temp":"yvetten86@gmail.com","pcl_completion_date_5":"2021-01-13","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","sendaigeneral":"2026-04-30T18:40:00-04:00","sendaiemail":"2026-04-30T18:40:10-04:00","sendaidate":"2026-04-30T18:40:10-04:00","sendcandapplicationform":"2026-04-30T18:40:00-04:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":""}},"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","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"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, TMAI","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":"16","blocnote":"may 27 2025 vm  Sept 5 2025 vm\n2026-05-08 invalid phone destination, phone: +14166316628","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:47-04:00","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":"16","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","latest_paid_thru":"2020-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:47-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","old_int_code":"08","session_id":"call_439d9118b98090fa26b8178c776","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_439d9118b98090fa26b8178c776","company_paid_thru":"2012-05-31","corp_cancel_date":"2012-08-01","company_status":"I"}},"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":"2020-07-04","last_act_type":"2020-07-04","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","latest_paid_thru":"2022-07-31","company_paid_thru":"2022-07-31","corp_cancel_date":"2022-10-04","company_status":"I"}},"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":"2018-05-06","last_act_type":"2025-07-03","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","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"17034","email":"tarik_naim@hotmail.com","first_name":"Tarik","last_name":"Haque","phone":"","orgname":"Tarik Naimul Haque","customer_acct_name":"Tarik Naimul Haque","tags":"Fixed deal, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Tarik Haque","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2022-06-20","do_id":"LB2502906","region":"CDN","lead_status":"Refused","old_do_id":"C16406","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-06-01","province":"ON","individual_id":"222108","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-01-31","new_member_date_2":"2016-02-04","temp_do_id_for_auto_old_do_id":"LB2502906","temp_intcode_for_auto_old_int_code":"21","phone_2":"4168580383","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2014-03-03","pf1_status":"P","pf1_completion_date":"2014-03-31","pf2_status":"P","pf2_completion_date":"2014-05-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-06-25","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"tarik_naim@hotmail.com","pcl_completion_date_5":"2019-03-03","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31"}},"seriesid":"163"}
{"contact":{"id":"9887","email":"murielvallis@gmail.com","first_name":"Muriel","last_name":"Vallis","phone":"5066327667","orgname":"OSCO Construction Group","customer_acct_name":"OSCO Construction Group","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500603","province":"NB","full_name":"Muriel Vallis","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"117565","area_code":"506","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00010","time_zone":"1","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-07-05","cpa_certification":"PCP","new_member_date_2":"2007-05-29","no_email_solicitation":"FALSE","pds_march":"11","cert_status":"WITHDRAWN_CPE","intcode":"21","blocnote":"22 May 2025 No longer working there","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T10:03:00-04:00","pipeline_2_members_only_ast":"","old_int_code":"12","pds_july":"11","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"LB2500603","temp_intcode_for_auto_old_int_code":"21","pds_august":"11","phone_2":"5067572785","pds_september":"11","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2007-12-21","pf1_status":"P","pf1_completion_date":"2008-05-06","pf2_status":"P","pf2_completion_date":"2008-07-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-05-20","number_of_passed_courses":"4","pds_october":"11","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"murielvallis@gmail.com","pcl_completion_date_5":"2012-12-21","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"8496","email":"cassie@murraytechnical.ca","first_name":"Cassandra","last_name":"Bourke","phone":"2509198009","orgname":"Murray Technical Excellence","customer_acct_name":"Murray Technical Excellence","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07659","province":"BC","full_name":"Cassandra Bourke","language":"English","origin":"2023 lapsed Members","domain_1":"murraytechnical.ca","lapsed_expiration_date":"2022-09-02","individual_id":"290145","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500300","time_zone":"5","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","members_type":"CAND","paid_thru":"2022-06-30","new_member_date_2":"2020-07-07","temp_do_id_for_auto_old_do_id":"L25C07659","phone_2":"2509198009","last_infoline_date_type":"2021-01-28","last_act_type":"2022-09-14","pcl_status":"F","pcl_completion_date":"2021-01-10","number_of_passed_courses":"0","intcode":"01","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 Completed - she doesn't need the membership now - she does simple payroll","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:19:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","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":"she had a promotion at her work that required her to be a member","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":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"06","npi_email_temp":"cassie@murraytechnical.ca","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"6080","email":"mismladena@yahoo.com","first_name":"Mladenka","last_name":"Misovic, Cpa Cga","phone":"7032652966","orgname":"Jovan Misic Land Surveyors","customer_acct_name":"Jovan Misic Land Surveyors","tags":"CSV imported, NPIdealed, 250716 phone recovered, 250721 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02680","city_1":"PRO","full_name":"Mladenka Misovic, Cpa Cga","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2005-05-13","individual_id":"90051","area_code":"780","region":"CDN","lead_status":"Lapsed Member","time_zone":"4","old_do_id":"LB2502136","pipeline_1_lapsed_members":"Lapsed Members","members_type":"PRO","intcode":"16","blocnote":"May 12 2025 no answer\r\nJuly 15 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T11:34:00-04:00","province":"AB","notrenewedother":"Phone cannot be recovered","old_int_code":"8","temp_do_id_for_auto_old_do_id":"L25P02680","canceldate":"2020-11-03","new_member_date_2":"2005-05-13","paid_thru":"2020-08-31","cert_status":"WITHDRAWN","cpa_certification":"CPM","last_act_type":"2021-02-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mismladena@yahoo.com","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31"}},"seriesid":"163"}
{"contact":{"id":"11049","email":"emdoucet34@monccnb.ca","first_name":"Megan","last_name":"Doucet","phone":"5065436212","orgname":"CCNB","customer_acct_name":"CCNB","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07490","province":"NB","full_name":"Megan Mikayla Doucet","language":"English","origin":"2023 lapsed Members","domain_1":"monccnb.ca","lapsed_expiration_date":"2022-01-07","individual_id":"295181","area_code":"843","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2501725","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":"2020-11-25","temp_do_id_for_auto_old_do_id":"L25C07490","phone_2":"5065436212","last_act_type":"2021-11-01","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":"2025-11-25T15:35:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"emdoucet34@monccnb.ca","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"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, TMAI","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":"16","blocnote":"number not in service\n2026-05-08 Dial no answer, phone: +14167809850\n2026-05-08 invalid phone destination, phone: +14167339863","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:51-04:00","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A02431","temp_intcode_for_auto_old_int_code":"16","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","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:32:16-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_7d3c2744c6d5c3508562de20876","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7d3c2744c6d5c3508562de20876"}},"seriesid":"163"}
{"contact":{"id":"29118","email":"grinjel@hotmail.com","first_name":"Grinjel","last_name":"Arciento","phone":"6472034890","orgname":"Neighbourly Pharmacy Inc.","customer_acct_name":"Neighbourly Pharmacy Inc.","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00239","old_do_id":"AST0051","full_name":"Grinjel Arciento","members_type":"AST","city_1":"Brampton","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2019-09-16","individual_id":"279089","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":"2026-05-15T15:06:44-04:00","temp_do_id_for_auto_old_do_id":"L25A00239","temp_intcode_for_auto_old_int_code":"6","phone_2":"6472034890","last_act_type":"2024-01-24","pcl_status":"P","pcl_completion_date":"2021-09-05","pf1_status":"P","pf1_completion_date":"2022-01-02","pf2_status":"P","pf2_completion_date":"2022-08-21","blocnote":"LN \/ 29 October 2025 VM\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human answer\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 voicemail reached, mailbox full\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"grinjel@hotmail.com","pcl_completion_date_5":"2026-09-05","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_7ea12286bfe6ec8ea32ee8f58f0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7ea12286bfe6ec8ea32ee8f58f0","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"9944","email":"linda.zhao2609@gmail.com","first_name":"Liming","last_name":"Zhao","phone":"9057099930","orgname":"Think Logistics Inc.","customer_acct_name":"Think Logistics Inc.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501186","province":"ON","extension_phone_1":"3277","full_name":"Liming Zhao, CPA CGA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"139286","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00036","time_zone":"2","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-02-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T11:36:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2021-11-30","new_member_date_2":"2008-12-22","temp_do_id_for_auto_old_do_id":"LB2501186","temp_intcode_for_auto_old_int_code":"6","phone_2":"6478698808","last_act_type":"2022-03-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-01-07","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"linda.zhao2609@gmail.com","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"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":"2022-05-04","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","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
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{"contact":{"id":"5333","email":"sandra.moniz95@gmail.com","first_name":"Sandra","last_name":"Moniz","phone":"5145269251","orgname":"Groupe Tva","customer_acct_name":"Groupe Tva","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07643","province":"QC","full_name":"Sandra Moniz","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2002-11-22","individual_id":"293189","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501394","members_type":"CAND","phone_2":"5144951534","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"lnc .21 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T09:41:00-05:00","paid_thru":"2022-08-31","new_member_date_2":"2021-09-23","temp_do_id_for_auto_old_do_id":"L25C07643","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-09-23","pcl_status":"F","pcl_completion_date":"2022-01-16","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"sandra.moniz95@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"6638","email":"xinchen6479870621@gmail.com","first_name":"Xin","last_name":"Chen","phone":"","orgname":"ORBA","customer_acct_name":"ORBA","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502923","full_name":"Xin Chen","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2015-06-26","individual_id":"235349","region":"CDN","lead_status":"Refused","old_do_id":"C16432","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","paid_thru":"2020-06-30","new_member_date_2":"2015-06-26","temp_do_id_for_auto_old_do_id":"LB2502923","temp_intcode_for_auto_old_int_code":"21","phone_2":"6479870621","last_act_type":"2024-06-06","pcl_status":"P","pcl_completion_date":"2015-09-22","pf1_status":"P","pf1_completion_date":"2015-11-16","pf2_status":"P","pf2_completion_date":"2016-02-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-04-21","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"xinchen6479870621@gmail.com","pcl_completion_date_5":"2020-09-22","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30"}},"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","latest_paid_thru":"2020-03-31"}},"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","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"6625","email":"jsimone57@hotmail.com","first_name":"John","last_name":"Simone","phone":"9056310971","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02573","full_name":"John Simone","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"1998-03-25","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502058","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"13100","canceldate":"2020-06-01","members_type":"AST","new_member_date_2":"1998-03-25","no_email_solicitation":"False","intcode":"06","blocnote":"May 12 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 12 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail\n2026 May 11 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, no conversation\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made.\n2026 May 15 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:47-04:00","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25A02573","temp_intcode_for_auto_old_int_code":"6","phone_2":"9056310971","last_act_type":"2019-03-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jsimone57@hotmail.com","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:23-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was very brief and ended up reaching voicemail without any meaningful conversation.","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","session_id":"call_108532d6f2648ba08090b78c9cd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_108532d6f2648ba08090b78c9cd","mini_nps":"3","onesentencenotrenewed":"Call went to voicemail, no interaction with contact.","initialvalue":"Other","othermemberbenefit":"No interaction due to voicemail.","astotherreasonsnottorenew":"No interaction due to voicemail.","age_range":"Preferred not to say"}},"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","latest_paid_thru":"2019-11-30"}},"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","latest_paid_thru":"2022-08-31"}},"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, TMAI","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":"16","blocnote":"12 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM\n2026 May 08 call reached automated phone menu, no human answered","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:51-04:00","pds_july":"1","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00074","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","pds_september":"1","last_act_type":"2022-04-01","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","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:51-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call reached an automated phone menu system for Influence Mobile and did not connect to a human. The caller hung up after hearing the menu options repeated several times.","aitm_callsummarytitle":"Call reached automated phone menu, no human answered","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_caced4c96f32aa95a49856ae187","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_caced4c96f32aa95a49856ae187","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10359","email":"jeremie.leblanc151@gmail.com","first_name":"Jeremie","last_name":"LeBlanc","phone":"5068777766","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":"L25C06897","full_name":"Jeremie LeBlanc","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"306891","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503220","members_type":"CAND","province":"NB","area_code":"506","time_zone":"1","phone_2":"5068745048","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:16:00-05:00","paid_thru":"2022-10-31","new_member_date_2":"2021-11-04","temp_do_id_for_auto_old_do_id":"L25C06897","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-01-31","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"jeremie.leblanc151@gmail.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"9335","email":"milton@ghtaxes.ca","first_name":"Milton","last_name":"Garcia","phone":"2046911322","orgname":"GH Tax & Bookkeeping Services Inc.","customer_acct_name":"GH Tax & Bookkeeping Services Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00167","province":"MB","full_name":"Milton Garcia","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-11-12","domain_1":"ghtaxes.ca","lapsed_expiration_date":"2023-01-05","individual_id":"294818","area_code":"204","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00638","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 16 2025 vm\r\nJuly 17 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:51:00-05:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00167","temp_intcode_for_auto_old_int_code":"6","organization_id":"294819","last_act_type":"2022-12-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"milton@ghtaxes.ca","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10018","email":"linqiuling16@gmail.com","first_name":"Qiuling","last_name":"Lin","phone":"5199926493","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":"L25C07076","full_name":"Qiuling Lin","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"294937","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503271","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5199926493","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","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":"2022-07-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T14:56:00-05:00","new_member_date_2":"2021-07-26","temp_do_id_for_auto_old_do_id":"L25C07076","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-07-26","pcl_status":"P","pcl_completion_date":"2021-11-14","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"linqiuling16@gmail.com","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"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, 260522 Lapsed DEL","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 DEL","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":"6225","email":"millie_jen@hotmail.com","first_name":"Jennifer","last_name":"Fummerton","phone":"8676890820","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07295","full_name":"Jennifer Fummerton","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-02-04","lapsed_expiration_date":"2022-05-03","individual_id":"298097","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503315","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","province":"YT","time_zone":"5","members_type":"CAND","paid_thru":"2022-02-28","new_member_date_2":"2021-03-02","temp_do_id_for_auto_old_do_id":"L25C07295","phone_2":"8676890820","last_act_type":"2021-02-03","pcl_status":"P","pcl_completion_date":"2021-07-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"millie_jen@hotmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"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":"2022-02-05","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","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"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":{"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","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"9929","email":"sarandarrell@gmail.com","first_name":"Sara","last_name":"Warner","phone":"6043088546","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07229","full_name":"Sara Warner","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"300573","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2503402","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":"2021-04-26","temp_do_id_for_auto_old_do_id":"L25C07229","phone_2":"6043088546","last_act_type":"2021-04-23","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T18:21:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"sarandarrell@gmail.com","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"5275","email":"emzakari01@monccnb.ca","first_name":"Madjidou","last_name":"Zakari","phone":"5068714647","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07393","province":"NB","full_name":"Madjidou Zakari","language":"French","origin":"2023 lapsed Members","domain_1":"monccnb.ca","lapsed_expiration_date":"2022-03-02","individual_id":"296172","time_zone":"1","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2025-01-07","old_do_id":"LB2502805","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2021-01-11","temp_do_id_for_auto_old_do_id":"L25C07393","phone_2":"5068714647","last_act_type":"2021-11-01","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 demand\u00e9 a etre rappeler a 4 hrs","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:35:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"emzakari01@monccnb.ca","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"9947","email":"mysterious_madhavi@yahoo.com","first_name":"Madhavi","last_name":"Ganesh","phone":"6478065207","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07186","province":"ON","full_name":"Madhavi Ganesh","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"276526","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500835","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C07186","phone_2":"6478065207","canceldate":"2022-07-05","new_member_date_2":"2019-05-29","paid_thru":"2022-04-30","cert_status":"PENDING","cpa_certification":"PCP","last_act_type":"2021-05-05","pcl_status":"P","pcl_completion_date":"2019-09-03","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2020-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-05-11","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"mysterious_madhavi@yahoo.com","pcl_completion_date_5":"2024-09-03","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"10962","email":"schyler4@hotmail.com","first_name":"Schyler","last_name":"Minelli","phone":"7804246650","orgname":"CDI College -City Centre Edmonton","customer_acct_name":"CDI College -City Centre Edmonton","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502672","full_name":"Schyler Lynn Minelli","language":"English","origin":"Lapsed Spring 2024","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001511","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"7805171810","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"18 March 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-03-18T11:27:00-04:00","old_int_code":"12","canceldate":"2024-04-02","individual_id":"318629","paid_thru":"2024-01-31","new_member_date_2":"2023-02-07","temp_do_id_for_auto_old_do_id":"LB2502672","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2022-12-18","pf1_status":"F","pf1_completion_date":"2023-04-30","pf2_status":"F","pf2_completion_date":"2023-02-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"schyler4@hotmail.com","pcl_completion_date_5":"2027-12-18","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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":"2019-11-09","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","latest_paid_thru":"2020-08-31"}},"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":"2024-02-10","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","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"9347","email":"road_dogg001@hotmail.com","first_name":"Erica","last_name":"Chapman","phone":"7054945525","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07241","full_name":"Erica Chapman","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"300212","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503382","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":"2021-04-16","temp_do_id_for_auto_old_do_id":"L25C07241","phone_2":"7054945525","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":"road_dogg001@hotmail.com","pcl_completion_date_5":"2026-08-18","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"29153","email":"rosine.leung@gmail.com","first_name":"Rosine","last_name":"Leung","phone":"6478473003","orgname":"Skilled Trades Ontario","customer_acct_name":"Skilled Trades Ontario","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0824","full_name":"Rosine Leung","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"6474093957","lead_status":"Renewed APX","new_member_date_2":"2006-09-05","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"106919","no_email_solicitation":"False","pds_march":"6","area_code":"647","time_zone":"2","intcode":"31","blocnote":"May 1 2026 Survey completed and she is taking the challenge to complete PCP.","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:00:00-04:00","pipeline_1_lapsed_members":"","last_engaged_date":"2026-06-02","pds_may":"6","pds_july":"6","paid_thru":"2026-08-31","sendpreexpirationemail":"2025-08-11T18:24:00-04:00","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":"","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"6","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"AST0824","temp_intcode_for_auto_old_int_code":"31","pds_september":"6","last_infoline_date_type":"2025-04-14","last_act_type":"2025-03-09","telemarketing_call_date":"2026-05-01","pcl_status":"P","pcl_completion_date":"2006-12-11","pf1_status":"F","pf1_completion_date":"2014-07-15","pf2_status":"P","pf2_completion_date":"2011-04-25","number_of_passed_courses":"2","pds_october":"6","trc":"False","wera":"False","sendaidate":"2026-05-01T11:00:02-04:00","pds_november":"6","npi_email_temp":"rosine.leung@gmail.com","pcl_completion_date_5":"2011-12-11","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","old_int_code":"6","sendaigeneral":"2026-05-01T10:59:00-04:00","sendaiemail":"2026-05-01T11:00:01-04:00"}},"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","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"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, TMAI","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\n2026-05-08 Dial no answer, phone: +17058481423\n2026 May 08 call reached voicemail, no human interaction\n2026-05-11 Dial no answer, phone: +17058481423\n2026 May 11 reached voicemail of Terry Bello\n2026-05-13 Dial no answer, phone: +17058481423\n2026 May 13 call reached voicemail of Terry Bello\n2026-05-15 Dial no answer, phone: +17058481423\n2026 May 15 contact answered but declined to continue call due to driving and stress.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","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":"15","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":"15","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","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Negative","old_int_code":"05","retell_call_status":"ended","session_id":"call_4fc0db143589460a8bdc3e6014a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4fc0db143589460a8bdc3e6014a","npi_transcriptsummary":"The agent reached Teri and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. Teri declined to continue the conversation, citing that she was driving and stressed. The call ended shortly after without further discussion or survey completion.","aitm_callsummarytitle":"Contact declined call due to driving and stress","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","onesentencenotrenewed":"Contact declined to continue the call due to being stressed and driving.","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2021-09-30"}},"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","latest_paid_thru":"2020-03-31"}},"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, 260522 Lapsed DEL","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":"LB2504418","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":"2025-12-17","company_paid_thru":"2027-02-28","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","npi_email_temp":"atefe_honardust@yahoo.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","corp_cancel_date":"2004-05-04","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"10031","email":"sces1980@gmail.com","first_name":"Sarah","last_name":"Ces","phone":"5198890416","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07562","full_name":"Sarah Ces","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293893","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503406","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":"2020-10-21","temp_do_id_for_auto_old_do_id":"L25C07562","phone_2":"5198890416","last_act_type":"2020-11-25","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Nov 24 2025 completed without renewal ( she barely used the membership and it was a very long time ago that she doesnt remember anything about it )","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:00:00-05:00","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":"","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"Yes","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 right now doesnt require a payroll certificate","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"9","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"sces1980@gmail.com","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"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":"260522 Lapsed DEL","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","temp_do_id_for_auto_old_do_id":"LB2504903","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2504903","last_act_type":"2025-02-13","company_paid_thru":"2027-05-31","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","npi_email_temp":"dcstovka@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"10956","email":"elaine@runningtotal.ca","first_name":"Elaine","last_name":"Thompson","phone":"9056173913","orgname":"Running Total Bookkeeping Services","customer_acct_name":"Running Total Bookkeeping Services","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Elaine Thompson","language":"English","origin":"2023 lapsed Members","domain_1":"runningtotal.ca","lapsed_expiration_date":"2022-11-02","individual_id":"292050","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"L25A02298","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-11-02","new_member_date_2":"2020-09-02","no_email_solicitation":"FALSE","blocnote":"22 May 2025 Survey completed\n2026 May 08 contact refused to renew due to lack of use","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:15-04:00","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":"part of it was the cost","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"46-60","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":"","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A02298","temp_intcode_for_auto_old_int_code":"1","last_infoline_date_type":"2020-10-21","last_act_type":"2021-08-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"elaine@runningtotal.ca","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:15-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted Elaine regarding her lapsed Associate membership with the National Payroll Institute and conducted a survey about her membership experience. Elaine indicated she joined for gaining payroll designation but did not use the membership enough to assess its value and chose not to renew due to lack of use. The call concluded with the agent thanking Elaine for her feedback and no renewal was made.","aitm_callsummarytitle":"Membership Lapse Survey - Refusal to Renew","notrenewedwanttorenew":"No","onesentencenotrenewed":"Did not use the membership enough to find it helpful or worth renewing.","initialvalue":"Designation","npi_voicemaildetection":"No","ivrdetector":"No","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_05823c3dab128441471bac1b33f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_05823c3dab128441471bac1b33f","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8369","email":"marcia.lozier@live.ca","first_name":"Marcia","last_name":"Lozier","phone":"4039902005","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":"L25C07627","full_name":"Marcia Lozier","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"310376","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503294","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4039902005","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:07:00-05:00","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","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I changed to a different line of work.","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2022-02-22","temp_do_id_for_auto_old_do_id":"L25C07627","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-02-22","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":"marcia.lozier@live.ca","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"29238","email":"mdavies@edmontondowntown.com","first_name":"Mary","last_name":"Davies","phone":"7804268580","orgname":"Downtown Business Association","customer_acct_name":"Downtown Business Association","tags":"payrollcompliance visited, payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0340","full_name":"Mary Davies","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","lead_status":"Member","new_member_date_2":"2003-06-10","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"67326","no_email_solicitation":"False","pds_march":"10","area_code":"780","time_zone":"4","blocnote":"May 1 2026 completed with one email sent\r\nNote: they are a small company. They have payroll outsourced but it is okay to send her an email so she can check it out if needed","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T12:01:00-04:00","intcode":"31","last_engaged_date":"2026-05-01","resources_tools_may":"1","pipeline_1_lapsed_members":"","pds_may":"10","pds_july":"10","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","pds_august":"10","temp_do_id_for_auto_old_do_id":"AST0340","temp_intcode_for_auto_old_int_code":"31","pds_september":"10","last_infoline_date_type":"2018-04-25","last_act_type":"2025-06-11","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","pds_october":"10","trc":"False","wera":"False","sendaidate":"2026-05-01T12:00:24-04:00","pds_november":"10","npi_email_temp":"mdavies@edmontondowntown.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","sendaigeneral":"2026-05-01T12:00:00-04:00","sendaiemail":"2026-05-01T12:00:23-04:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"No","old_int_code":"6"}},"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":"2021-12-03","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","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"10972","email":"13716770700@163.com","first_name":"Xiaoguang","last_name":"Lu","phone":"4389281465","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":"Xiaoguang Lu","language":"English","origin":"Lapsed Spring 2024","domain_1":"163.com","individual_id":"321512","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-25","old_do_id":"L25C06359","members_type":"CAND","province":"QC","area_code":"143","time_zone":"2","phone_2":"4389281465","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC \/ 06 November 2025 Not doing payroll anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:59:00-05:00","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":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The cost for membership is higher and other factors like finding a job.","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":"21","notrenewednotenoughtime":"Yes","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":"LB2504126","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-05-02","pcl_status":"P","pcl_completion_date":"2023-04-30","number_of_passed_courses":"1","old_int_code":"12","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","do_id":"LB2504126","npi_email_temp":"13716770700@163.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"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","latest_paid_thru":"2025-03-31"}},"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, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Jomarie Tambadoc","language":"English","origin":"Lapsed Spring 2024","individual_id":"324450","region":"CDN","lead_status":"Refused","old_do_id":"L25A02146","members_type":"AST","province":"AB","area_code":"403","time_zone":"4","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-06","new_member_date_2":"2023-05-01","no_email_solicitation":"FALSE","intcode":"01","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\n2026 May 08 call reached voicemail, no message left.\n2026 May 08 contact answered, completed survey, declined renewal citing temporary payroll job status","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:45-04:00","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A02146","temp_intcode_for_auto_old_int_code":"01","phone_2":"4038724248","last_act_type":"2024-06-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jomarie.tambadoc@gmail.com","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:21:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent Ellen called Jomarie Tambadoc to discuss the lapse of their Associate membership with the National Payroll Institute. Jomarie answered the call, participated in the survey, and declined to renew the membership citing being temporarily out of a payroll job as the reason. The call ended politely with no renewal.","aitm_callsummarytitle":"Membership Renewal Declined - Temporary Payroll Job","notrenewedwanttorenew":"No","mini_nps":"5","onesentencenotrenewed":"Temporarily out of a payroll job, not ready to renew now.","initialvalue":"Stay Current","othermemberbenefit":"Voicemail reached, no interaction.","astotherreasonsnottorenew":"Contact not reached, voicemail only.","age_range":"31-45","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e9498e9ec163466123c17a9f4d5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e9498e9ec163466123c17a9f4d5","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"17346","email":"iftekhar_hossain@yahoo.com","first_name":"Iftekhar","last_name":"Hossain","phone":"4372344890","orgname":"","customer_acct_name":"","tags":"Fixed deal, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Iftekhar Hossain, CPA,CMA","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-09-16","members_type":"AST","time_zone":"2","area_code":"437","region":"CDN","lead_status":"Refused","old_do_id":"L25A02490","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"280645","canceldate":"2020-11-03","new_member_date_2":"2019-09-16","no_email_solicitation":"False","intcode":"01","blocnote":"May 27 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 16 2025 Survey completed. He is close to retirement.\n2026 May 08 contact explained reason for not renewing is lack of time after job change","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:29-04:00","pipeline_2_members_only_ast":"","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25A02490","temp_intcode_for_auto_old_int_code":"01","phone_2":"4266862990","last_act_type":"2019-09-15","old_int_code":"6","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":"Yes","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedother":"Close to retirement.","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 close to retirement.","hardtoparticipateevents":"No","mini_nps":"4","age_range":"61+","selfpayrollproficiency":"Strong","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"iftekhar_hossain@yahoo.com","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:29-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted Iftekhar regarding his lapsed Associate membership with the National Payroll Institute. Iftekhar explained he initially joined to stay current with payroll legislation but did not renew due to lack of time after changing jobs. He expressed no interest in renewing at this time but might consider it in the future.","aitm_callsummarytitle":"Membership non-renewal due to time constraints","onesentencenotrenewed":"No time to pursue payroll courses after changing jobs.","initialvalue":"Stay Current","astotherreasonsnottorenew":"No time to pursue payroll courses after changing jobs.","npi_voicemaildetection":"No","ivrdetector":"No","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_14bd81fcde0932e670d1e684bac","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_14bd81fcde0932e670d1e684bac","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"17666","email":"venus_delemios@yahoo.com","first_name":"Venus","last_name":"Lemios","phone":"7808810748","orgname":"","customer_acct_name":"","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Venus De Lemios","language":"English","origin":"2023 lapsed Members","attended_webinar":"Yes","lapsed_expiration_date":"2023-02-02","individual_id":"308259","time_zone":"4","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"L25C06838","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-02-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2022-11-30","new_member_date_2":"2021-12-17","temp_do_id_for_auto_old_do_id":"LB2507608","phone_2":"7808810748","last_act_type":"2024-04-04","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-04-04","number_of_passed_courses":"4","blocnote":"LNC \/ 06 November 2025 The reason is that she can't find a job - she lives in a remote area","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T12:00:00-05:00","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":"","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":"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":"","old_int_code":"01","trc":"True","wera":"True","do_id":"LB2507608","npi_email_temp":"venus_delemios@yahoo.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"10438","email":"knightsk010@gmail.com","first_name":"Kerrigan","last_name":"Knights","phone":"5196270777","orgname":"Community Living Wallaceburg","customer_acct_name":"Community Living Wallaceburg","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06612","full_name":"Kerrigan Knights","language":"English","origin":"Lapsed Spring 2024","individual_id":"316520","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502546","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"5193654110","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"LNC Nov 25 2025 in office Tuesday to Thursday.vm HR assistant","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T13:59:00-05:00","paid_thru":"2023-08-31","new_member_date_2":"2022-09-08","temp_do_id_for_auto_old_do_id":"L25C06612","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-12-12","pcl_status":"F","pcl_completion_date":"2023-01-20","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"knightsk010@gmail.com","pcl_completion_date_5":"2028-01-20","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no message left\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no conversation\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call started, user answered but hung up quickly before discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T15:08:29-04:00","intcode":"15","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":"15","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","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-13T15:26:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The agent reached Silvia and introduced themselves, informing her about the lapsed Associate membership. The call was very brief and ended abruptly with the user hanging up before any further discussion or actions.","aitm_callsummarytitle":"Brief call with lapsed membership notice","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_41ffcdaa313e538729dfddab558","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_41ffcdaa313e538729dfddab558","mini_nps":"3","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"6195","email":"dhorton@tetratec.com","first_name":"Debbie","last_name":"Horton","phone":"2813645146","orgname":"TETRA Technologies Inc.","customer_acct_name":"TETRA Technologies Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01860","full_name":"Debbie Horton","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2018-09-28","domain_1":"tetratec.com","individual_id":"267990","area_code":"281","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502183","time_zone":"3","province":"TX","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25O01860","organization_id":"267989","members_type":"CORP","last_act_type":"2021-11-24","blocnote":"retired, compagny paid for it","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T11:04:00-04:00","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":"Yes","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":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Advance","intcode":"01","temp_intcode_for_auto_old_int_code":"01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dhorton@tetratec.com","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","company_paid_thru":"2021-09-30","corp_cancel_date":"2021-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5378","email":"yananekhim@gmail.com","first_name":"Yana","last_name":"Nekhim","phone":"5149994125","orgname":"9252-0618 QC. Inc.","customer_acct_name":"9252-0618 QC. Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02347","province":"QC","full_name":"Yana Nekhim","language":"English","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-07-05","individual_id":"301027","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501512","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","new_member_date_2":"2021-05-10","no_email_solicitation":"FALSE","intcode":"15","blocnote":"17 juin 2025 bv\n2026 May 08 call initiated but user hung up quickly","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:51-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25A02347","temp_intcode_for_auto_old_int_code":"15","phone_2":"5149994125","last_act_type":"2021-10-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"yananekhim@gmail.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:51-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent initiated the call and asked to speak with Yana, but the call was very short and ended abruptly with the user hanging up.","aitm_callsummarytitle":"Call initiated but no conversation","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_263541ae6dd74fdde76b2bb28f1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_263541ae6dd74fdde76b2bb28f1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8583","email":"cdestine4@gmail.com","first_name":"Charly","last_name":"Destin\u00e9","phone":"5145424241","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone cannot be recovered","ip4":"127.0.0.1","fields":{"province":"QC","full_name":"Charly Destin\u00e9","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"310607","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2504684","time_zone":"2","members_type":"CAND","phone_2":"5145023593","pipeline_1_lapsed_members":"Lapsed Members","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:31:00-04:00","blocnote":"11 March 2025 Number disconnected","notrenewedother":"Phone cannot be recovered","date_of_renewal_identification":"","canceldate":"2026-03-31","paid_thru":"2026-02-28","new_member_date_2":"2025-03-03","temp_do_id_for_auto_old_do_id":"L25C09399","temp_intcode_for_auto_old_int_code":"99","old_int_code":"16","last_act_type":"2026-03-31","pcl_status":"F","pcl_completion_date":"2025-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"L25C09399","npi_email_temp":"cdestine4@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-01","pcl_completion_date_5":"2030-06-04","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28"}},"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":{"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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"8315","email":"jordena2@gmail.com","first_name":"Jordena","last_name":"Cahoon","phone":"4036191416","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06722","province":"AB","full_name":"Jordena Cahoon","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"299351","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500143","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","paid_thru":"2023-02-28","new_member_date_2":"2021-03-25","temp_do_id_for_auto_old_do_id":"L25C06722","phone_2":"4036191416","last_act_type":"2022-08-02","pcl_status":"P","pcl_completion_date":"2021-07-05","pf1_status":"P","pf1_completion_date":"2021-10-31","pf2_status":"P","pf2_completion_date":"2022-02-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"jordena2@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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":"2024-12-03","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","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5483","email":"salaires@primeauvelo.com","first_name":"Maude","last_name":"Bergeron","phone":"4509873224","orgname":"Primeau V\u00e9lo Inc.","customer_acct_name":"Primeau V\u00e9lo Inc.","tags":"CSV imported, F24 Webinar registration QC, F24 Webinar QC, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02169","province":"QC","extension_phone_1":"106","full_name":"Maude Bergeron, Paie","language":"French","origin":"2024 FALL","explicit_consent_date":"2023-02-08","domain_1":"primeauvelo.com","attended_webinar":"No","lapsed_expiration_date":"2023-02-08","individual_id":"321606","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501429","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","new_member_date_2":"2023-02-08","no_email_solicitation":"FALSE","intcode":"15","blocnote":"24 avril 2025 bv\r\n29 avril 2025 bv\r\ncompleter le 30 avril 2025\n2026 May 08 call reached IVR, no human answered\n2026 May 08 call started, agent reached Maude but call ended abruptly before completion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A02169","temp_intcode_for_auto_old_int_code":"15","phone_2":"5146866018","last_act_type":"2023-02-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"salaires@primeauvelo.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:23-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Maude and introduced herself, beginning to discuss the National Payroll Institute Associate membership. The call was very short and ended abruptly without completing the conversation or survey.","aitm_callsummarytitle":"Call started but ended abruptly","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"05","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_59c03f880b59afd8a108846d50c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_59c03f880b59afd8a108846d50c","notrenewedwanttorenew":"No"}},"seriesid":"163"}
{"contact":{"id":"29150","email":"arsenca@videotron.ca","first_name":"Paul","last_name":"Arsenault","phone":"5146972704","orgname":"Paul Arsenault CPA","customer_acct_name":"Paul Arsenault CPA","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Paul Arsenault","members_type":"AST","city_1":"Pointe-Claire","province":"QC","language":"French","lead_status":"Refused","new_member_date_2":"2008-12-22","pipeline_2_members_only_ast":"","individual_id":"134986","no_email_solicitation":"False","pds_march":"16","area_code":"514","time_zone":"2","intcode":"01","pipeline_1_lapsed_members":"Refused Lapsed","pds_may":"16","pds_july":"16","paid_thru":"2025-11-30","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","blocnote":"px\r\ncompleter 10 dec 2025\n2026 May 08 contact declined renewal citing lack of use of membership benefits.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:26-04:00","full_name_2":" ","pds_august":"16","temp_do_id_for_auto_old_do_id":"L25A02841","temp_intcode_for_auto_old_int_code":"01","last_engaged_date":"2025-12-10","pds_september":"16","last_infoline_date_type":"2023-04-12","last_act_type":"2024-11-25","telemarketing_call_date":"2025-08-19","old_int_code":"02","number_of_passed_courses":"0","pds_october":"16","date_of_renewal_identification":"","sendapplicationform":"2025-11-11T09:32:00-05:00","mini_nps":"3","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":"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":"","trc":"False","wera":"False","pds_november":"16","sendpreexpirationemail":"2025-12-10T10:39:00-05:00","did_not_find_it_beneficial_specify_why":"","notrenewedwanttorenew":"No","npi_email_temp":"arsenca@videotron.ca","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"L25A02841","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:26-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent spoke with Paul regarding his lapsed Associate membership with the National Payroll Institute. Paul confirmed he is no longer a member and declined to renew, citing insufficient use of the membership benefits. The agent provided information about membership benefits and thanked Paul for his time before ending the call.","aitm_callsummarytitle":"Membership Renewal Declined by Paul","initialvalue":"Seminar","age_range":"61+","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_32c507bba28b1b7c9458af58ecc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_32c507bba28b1b7c9458af58ecc","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"6635","email":"jstoneburrowes@hotmail.com","first_name":"James","last_name":"Stoneburrowes","phone":"4169473300","orgname":"Law Society of Upper Canada","customer_acct_name":"Law Society of Upper Canada","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502068","extension_phone_1":"2479","full_name":"James Stoneburrowes","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2005-07-29","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"C16195","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-09-02","individual_id":"32214","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":"2020-06-30","new_member_date_2":"2005-07-29","temp_do_id_for_auto_old_do_id":"LB2502068","temp_intcode_for_auto_old_int_code":"21","phone_2":"4169443032","last_act_type":"2020-01-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jstoneburrowes@hotmail.com","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30"}},"seriesid":"163"}
{"contact":{"id":"17338","email":"jamie@mcaconsultant.ca","first_name":"Jamie","last_name":".","phone":"9024818126","orgname":"MCA Consultants","customer_acct_name":"MCA Consultants","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"NS","full_name":"Fatima Lindo","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-09-17","domain_1":"mcaconsultants.ca","lapsed_expiration_date":"2022-11-02","do_id":"L25O02233","individual_id":"292690","time_zone":"1","area_code":"902","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501251","members_type":"CORP","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":"2025-12-11T16:39:00-05:00","paid_thru":"2022-08-31","sendapplicationform":"2025-09-11T14:11:00-04:00","regular_email_change_date":"2025-09-11T09:10:59-04:00","temp_do_id_for_auto_old_do_id":"L25O02233","temp_intcode_for_auto_old_int_code":"6","organization_id":"292689.0","last_act_type":"2022-10-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jamie@mcaconsultant.ca","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"8358","email":"marchant@cinarium.com","first_name":"Anthony","last_name":"Marchan","phone":"2892770118","orgname":"Cinarium Ltd.","customer_acct_name":"Cinarium Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07283","province":"ON","full_name":"Anthony Marchan","language":"English","origin":"2023 lapsed Members","domain_1":"cinarium.com","lapsed_expiration_date":"2022-05-03","individual_id":"298489","area_code":"289","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500681","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":"2021-03-01","temp_do_id_for_auto_old_do_id":"L25C07283","extension_phone_1":"100","phone_2":"6472474859","last_act_type":"2021-01-03","number_of_passed_courses":"0","intcode":"16","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T09:08:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"False","wera":"False","npi_email_temp":"marchant@cinarium.com","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"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":"2017-04-07","last_act_type":"2021-01-02","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","latest_paid_thru":"2020-08-31"}},"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, AI Contacts sent to TM 2026, 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":"2025-10-11","last_act_type":"2025-10-11","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","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"6679","email":"azu_50@yahoo.com","first_name":"Mohammad","last_name":"Karim","phone":"6043565443","orgname":"Cloudium Services","customer_acct_name":"Cloudium Services","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07144","province":"BC","full_name":"Mohammad Karim","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-10-28","lapsed_expiration_date":"2022-08-03","individual_id":"289804","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2500392","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":"2020-06-22","temp_do_id_for_auto_old_do_id":"L25C07144","phone_2":"6043565443","last_act_type":"2021-06-15","pcl_status":"P","pcl_completion_date":"2020-10-04","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-06-14","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"azu_50@yahoo.com","pcl_completion_date_5":"2025-10-04","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"17224","email":"roger@tempest.aero","first_name":"Roger","last_name":"Reid","phone":"7786992058","orgname":"Tempest Aviation Group Inc.","customer_acct_name":"Tempest Aviation Group Inc.","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"province":"BC","full_name":"Roger Reid","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-02-16","domain_1":"tempest.aero","attended_webinar":"Yes","lapsed_expiration_date":"2023-01-05","do_id":"L25O00147","individual_id":"283163","time_zone":"5","area_code":"778","region":"CDN","last_engaged_date":"2024-11-21","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-02-25T16:22:00-05:00","blocnote":"07 January 2025 Survey completed\n 18 February 2025 Not in the office\n 19 February 2025 Call back next week\n 25 February 2025 Email is the only way to reach him","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00147","temp_intcode_for_auto_old_int_code":"16","organization_id":"283164","last_infoline_date_type":"2022-01-28","last_act_type":"2022-12-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"roger@tempest.aero","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6084","email":"dianna.taylor@merz.com","first_name":"Dianna","last_name":"Taylor","phone":"9053312122","orgname":"Merz Pharma Canada Ltd.","customer_acct_name":"Merz Pharma Canada Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02028","full_name":"Dianna Taylor, CPA","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-08-06","domain_1":"merz.com","individual_id":"278713","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501879","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25O02028","organization_id":"278712","phone_2":"4164503877","members_type":"CORP","last_infoline_date_type":"2020-11-02","last_act_type":"2020-09-18","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T10:32:00-04:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dianna.taylor@merz.com","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31","company_paid_thru":"2020-07-31","corp_cancel_date":"2020-10-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8428","email":"admin@coopembrun.com","first_name":"Gis\u00e8le","last_name":"Nadon","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, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O01694","province":"ON","extension_phone_1":"226","full_name":"Gis\u00e8le Nadon","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2001-05-15","domain_1":"coopembrun.com","lapsed_expiration_date":"2022-07-05","individual_id":"45859","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501139","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"12 aout 2025 n'est plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T16:02:00-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01694","temp_intcode_for_auto_old_int_code":"16","organization_id":"45858","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"admin@coopembrun.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6222","email":"evelyn.letellier@rb.com","first_name":"Evelyn","last_name":"LeTellier","phone":"9734042593","orgname":"Reckitt Benckiser LLC","customer_acct_name":"Reckitt Benckiser LLC","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02095","full_name":"Evelyn LeTellier","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2013-04-08","domain_1":"rb.com","individual_id":"234518","area_code":"973","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501902","time_zone":"2","province":"NJ","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25O02095","organization_id":"191536","members_type":"CORP","last_act_type":"2020-05-21","intcode":"05","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T11:43:00-04:00","temp_intcode_for_auto_old_int_code":"05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"evelyn.letellier@rb.com","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31","company_paid_thru":"2020-03-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5470","email":"dlefebvre@comtranscript.com","first_name":"Danielle","last_name":"Lefebvre","phone":"5148749134","orgname":"Communications Transcript Inc.","customer_acct_name":"Communications Transcript Inc.","tags":"CSV imported, paie.ca visited, Payroll Resource Accessed, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O00314","province":"QC","extension_phone_1":"206","full_name":"Danielle Lefebvre","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2009-02-02","domain_1":"comtranscript.com","attended_webinar":"No","lapsed_expiration_date":"2023-04-04","individual_id":"140892","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00090","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2025-02-19T10:04:00-05:00","blocnote":"7 1 25 BV 9 1 25 BV LA PAIE EST FAITE PAR NETHRIS maintenant 19 2 25 dit attendre son ?valuation DOCS","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00314","temp_intcode_for_auto_old_int_code":"15","cert_status":"WITHDRAWN_CPE","organization_id":"140889","cpa_certification":"SCP","pds_august":"27","phone_2":"5148749134","extension_phone_2":"206","pds_september":"27","last_infoline_date_type":"2019-10-29","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2009-08-04","pf1_status":"P","pf1_completion_date":"2009-10-15","pf2_status":"P","pf2_completion_date":"2010-02-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-11-02","number_of_passed_courses":"4","pds_october":"27","trc":"False","wera":"False","pds_november":"27","npi_email_temp":"dlefebvre@comtranscript.com","pcl_completion_date_5":"2014-08-04","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"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":"2022-12-09","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","latest_paid_thru":"2022-07-31","company_paid_thru":"2022-07-31","corp_cancel_date":"2022-10-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5431","email":"alidaniteka@gmail.com","first_name":"Alida","last_name":"Niteka","phone":"4387979679","orgname":"Canada Life","customer_acct_name":"Canada Life","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06771","province":"QC","full_name":"Alida Niteka","language":"English","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2023-04-04","individual_id":"296402","time_zone":"2","area_code":"438","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501538","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":"L25C06771","phone_2":"6047278072","last_act_type":"2022-01-16","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2021-09-26","pf2_status":"P","pf2_completion_date":"2022-01-16","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"alidaniteka@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"29557","email":"tess@nortrans.ca","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 received a call and awaits to the next call","individual_id":"343461","no_email_solicitation":"False","area_code":"778","time_zone":"5","intcode":"31","blocnote":"May 5 2026 completed with both emails sent and email updated","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T12:58:00-04:00","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":"Yes","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":"31","last_act_type":"2025-10-31","date_of_renewal_identification":"2025-10-09","telemarketing_call_date":"2026-05-05","number_of_passed_courses":"0","last_infoline_date_type":"2025-10-31","trc":"False","wera":"False","sendaidate":"2026-05-05T12:57:37-04:00","npi_email_temp":"tess@nortrans.ca","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","sendcandapplicationform":"2026-05-05T12:57:00-04:00","sendaigeneral":"2026-05-05T12:57:00-04:00","sendaiemail":"2026-05-05T12:57:36-04:00","npi_email_2":"tess63245@gmail.com","regular_email_change_date":"2026-05-05T12:57:44-04:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","old_int_code":"6"}},"seriesid":"163"}
{"contact":{"id":"8271","email":"k.nguyen@fenzi-na.com","first_name":"Kim","last_name":"Nguyen","phone":"4166743831","orgname":"Fenzi North America Inc.","customer_acct_name":"Fenzi North America Inc.","tags":"CSV imported, NPIdealed, npiAlert12","ip4":"0.0.0.0","fields":{"full_name":"Kim Nguyen","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-08-21","domain_1":"fenzi-na.com","individual_id":"279333","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"L25O02026","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"LB2505772","organization_id":"279332","members_type":"CORP","intcode":"21","blocnote":"LN Oct 16 2025 They no longer do the payroll ,it is outsourced.","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T13:06:00-04:00","onesentencenotrenewed":"We no longer do the payroll, it is out sourced.","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":"LB2505772","npi_email_temp":"k.nguyen@fenzi-na.com","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31","company_paid_thru":"2020-07-31","corp_cancel_date":"2020-10-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"17736","email":"crystal.dreaver@gmail.com","first_name":"Crystal","last_name":"Dreaver","phone":"5197593833","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, TMAI","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\n2026 May 08 voicemail reached, message left for Crystal Dreaver\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 contact informed Crystal Beaver no longer associated with this number, no new contact info provided.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:24-04:00","paid_thru":"2023-02-28","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A00021","temp_intcode_for_auto_old_int_code":"08","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","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-13T13:08:24-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent called to speak with Crystal Beaver but was informed that Crystal is no longer associated with the phone number. The call ended after the user declined to provide new contact information and politely ended the conversation.","aitm_callsummarytitle":"Contact not associated with phone number","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7cef643a4f8f665ef903b0f34de","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7cef643a4f8f665ef903b0f34de","mini_nps":"3","onesentencenotrenewed":"Contact no longer associated with the phone number and did not provide new contact information.","initialvalue":"Other","othermemberbenefit":"Contact did not specify initial value for membership.","astotherreasonsnottorenew":"Contact no longer associated with the phone number and no new contact info provided.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"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":"2023-07-07","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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"29127","email":"culpanm1@gmail.com","first_name":"Marilyn","last_name":"Culpan","phone":"9055764784","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0320","full_name":"Marilyn Culpan","members_type":"AST","city_1":"Whitby","province":"ON","language":"English","phone_2":"9055764784","lead_status":"Renewed APX","last_engaged_date":"2025-12-02","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"46109","no_email_solicitation":"False","pds_march":"4","time_zone":"2","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:51:00-04:00","intcode":"06","pds_july":"4","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0320","temp_intcode_for_auto_old_int_code":"6","new_member_date_2":"2015-03-23","paid_thru":"2027-02-28","pds_august":"4","pds_september":"4","last_infoline_date_type":"2024-04-03","last_act_type":"2026-03-02","telemarketing_call_date":"2026-05-01","pcl_status":"P","pcl_completion_date":"2019-09-03","pf1_status":"P","pf1_completion_date":"2019-12-23","number_of_passed_courses":"2","pds_october":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:42-05:00","pds_november":"4","npi_email_temp":"culpanm1@gmail.com","date_of_renewal_identification":"2026-02-12","pcl_completion_date_5":"2024-09-03","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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, TMAI","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":"15","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm\n2026 May 08 call disconnected early due to login\/password issues, no conversation completed","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:45-04:00","pds_july":"1","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A02225","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to speak with Alaina but the user repeatedly mentioned issues with incorrect login and password. The call ended abruptly without completing the intended conversation or task.","aitm_callsummarytitle":"Call ended early due to login issues","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_abbaea936812a72019e95dcf5b7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_abbaea936812a72019e95dcf5b7","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"9945","email":"james.shaw@mosaicforests.com","first_name":"James","last_name":"Shaw","phone":"6046544600","orgname":"TimberWest Forest Corp","customer_acct_name":"TimberWest Forest Corp","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00244","province":"BC","full_name":"James Shaw","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1994-01-01","domain_1":"mosaicforests.com","lapsed_expiration_date":"2023-04-04","individual_id":"284695","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00997","time_zone":"5","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":"2025-11-03T15:00:00-05:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00244","temp_intcode_for_auto_old_int_code":"6","organization_id":"9315","last_act_type":"2023-03-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"james.shaw@mosaicforests.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"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","latest_paid_thru":"2025-05-31"}},"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":"2021-02-06","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","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"8552","email":"arlenehebragarces@yahoo.ca","first_name":"Arlene","last_name":"Garces","phone":"6043224837","orgname":"ENGR-JP Building Maintenance","customer_acct_name":"ENGR-JP Building Maintenance","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02461","full_name":"Arlene Garces","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-11-20","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-15","old_do_id":"LB2502106","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"230522","canceldate":"2021-01-06","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2014-11-20","no_email_solicitation":"FALSE","cert_status":"PENDING","intcode":"06","blocnote":"May 13 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 25 2025 vm\n2026 May 08 call reached voicemail, no message left\n2026 May 08 call reached voicemail, no message left\n2026 May 11 voicemail reached, no message left\n2026 May 11 call reached voicemail, no message left\n2026 May 13 call reached voicemail, no message left\n2026 May 13 call reached voicemail, no message left\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A02461","temp_intcode_for_auto_old_int_code":"6","phone_2":"6043224837","last_act_type":"2020-06-01","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":"2015-07-02","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"arlenehebragarces@yahoo.ca","pcl_completion_date_5":"2020-03-02","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:29-04:00","number_of_call_attempts":"8","number_of_total_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 completed.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f51c3efda1147e6e0ce70344a2f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f51c3efda1147e6e0ce70344a2f"}},"seriesid":"163"}
{"contact":{"id":"8471","email":"agnescmah@gmail.com","first_name":"Agnes","last_name":"Mah","phone":"7804984305","orgname":"Workers' Compensation Board - Alberta","customer_acct_name":"Workers' Compensation Board - Alberta","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2504190","province":"AB","full_name":"Agnes Mah","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"251401","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"L25A00055","time_zone":"4","members_type":"AST","new_member_date_2":"2017-03-30","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-05-02","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"PENDING","intcode":"21","blocnote":"13 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 She can't remember that she was a member","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T15:46:00-05:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"LB2504190","temp_intcode_for_auto_old_int_code":"21","phone_2":"5879886878","last_act_type":"2022-02-27","pcl_status":"P","pcl_completion_date":"2017-07-02","pf1_status":"P","pf1_completion_date":"2017-10-22","pf2_status":"P","pf2_completion_date":"2018-02-27","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":"12","notrenewedother":"Doesn't remember ever being a member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"agnescmah@gmail.com","pcl_completion_date_5":"2022-07-02","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:46-04:00","temp_do_id_for_auto_old_do_id":"L25A02157","temp_intcode_for_auto_old_int_code":"6","phone_2":"5198278023","last_act_type":"2023-10-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"terrysilvestro@gmail.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:42-04:00","number_of_call_attempts":"8","number_of_total_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","session_id":"call_7c412c77145a42dabe230654b32","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7c412c77145a42dabe230654b32"}},"seriesid":"163"}
{"contact":{"id":"10365","email":"udaravimukthi@hotmail.com","first_name":"Udara","last_name":"Nimalshantha","phone":"6477152574","orgname":"Reinsurance Group of America","customer_acct_name":"Reinsurance Group of America","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":"LB2502297","extension_phone_1":"1082","full_name":"Udara Nimalshantha, CHRP","language":"English","origin":"Lapsed Spring 2024","individual_id":"281286","area_code":"647","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"CLNPI001004","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"4167318986","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"14 March 2025 VM\r\n26 March 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T14:18:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2023-11-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2023-08-31","new_member_date_2":"2019-09-30","temp_do_id_for_auto_old_do_id":"LB2502297","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-01-31","pcl_status":"P","pcl_completion_date":"2020-02-02","pf1_status":"P","pf1_completion_date":"2020-07-26","pf2_status":"P","pf2_completion_date":"2020-11-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-11-18","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"udaravimukthi@hotmail.com","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"9941","email":"thanweershyma21119@gmail.com","first_name":"Shyma","last_name":"Shamsuddeen","phone":"5195882605","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":"Shyma Shamsuddeen","language":"English","origin":"Lapsed Spring 2024","individual_id":"320315","region":"CDN","lead_status":"Refused","old_do_id":"L25C06426","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5195882605","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 Number no longer in service","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:35:00-05:00","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","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"Issues with work permit","npivaluenotdelivered":"No","careerchange":"Yes","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":"2023-01-09","temp_do_id_for_auto_old_do_id":"L25C06426","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-01","pcl_status":"P","pcl_completion_date":"2023-04-02","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"16","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"thanweershyma21119@gmail.com","pcl_completion_date_5":"2028-04-02","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"6231","email":"rachel.k.gabriel@gmail.com","first_name":"Rachel","last_name":"Gabriel","phone":"6047198042","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02401","city_1":"AST","full_name":"Rachel Gabriel","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-12-19","individual_id":"269503","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502933","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-02-04","members_type":"AST","new_member_date_2":"2018-12-19","no_email_solicitation":"False","province":"BC","time_zone":"5","paid_thru":"2021-10-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call went to voicemail\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:46-04:00","temp_do_id_for_auto_old_do_id":"L25A02401","temp_intcode_for_auto_old_int_code":"6","phone_2":"6047198042","last_act_type":"2021-08-27","pcl_status":"P","pcl_completion_date":"2019-04-07","pf1_status":"P","pf1_completion_date":"2021-01-24","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"rachel.k.gabriel@gmail.com","pcl_completion_date_5":"2024-04-07","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:32-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Rachel but reached her voicemail. 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","session_id":"call_9403c4b2d039bd9ebbb0443cc75","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9403c4b2d039bd9ebbb0443cc75"}},"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, TMAI","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":"15","blocnote":"may 22 2025 vm  Sept 4 2025 vm\n2026 May 08 contact answered and started survey","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:15-04:00","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":"15","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","latest_paid_thru":"2022-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:15-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Robert and informed him about his lapsed Associate membership with the National Payroll Institute. Robert agreed to answer questions about his membership experience, and the agent began the survey by asking the first question regarding the initial value that drove him to become a member.","aitm_callsummarytitle":"Membership Lapse Survey Initiated","notrenewedwanttorenew":"No","mini_nps":"5","initialvalue":"Help with Complex","age_range":"Preferred not to say","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_b8280ce822625575250b2b50c8c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b8280ce822625575250b2b50c8c","number_of_calls_reached":"1"}},"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, TMAI","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\n2026 May 08 call reached voicemail for Laura Lewis","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:47-04:00","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":"2024-03-05","last_act_type":"2025-10-02","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","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:47-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Laura Lewis, but it went to voicemail and no conversation took place.","aitm_callsummarytitle":"Voicemail reached for Laura Lewis","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a910989fc29c56496d3466c3dbb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a910989fc29c56496d3466c3dbb"}},"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":"2022-11-01","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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"5982","email":"cynthia.hayles@laerdal.com","first_name":"Cynthia","last_name":"Hayles","phone":"4162989600","orgname":"Laerdal Medical Canada Ltd.","customer_acct_name":"Laerdal Medical Canada Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01986","extension_phone_1":"3903","full_name":"Cynthia Hayles","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2015-10-07","domain_1":"laerdal.com","individual_id":"238048","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501904","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01986","organization_id":"238047","pds_august":"2","members_type":"CORP","pds_september":"2","last_infoline_date_type":"2019-02-05","last_act_type":"2020-11-30","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-10-27T10:19:00-04:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"cynthia.hayles@laerdal.com","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"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, TMAI","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":"15","blocnote":"Aug 13 2025 vm\r\nOct 30 2025 vm\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call ended after initial greeting, no contact made.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:42-04:00","temp_do_id_for_auto_old_do_id":"L25A02473","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called to speak with Jennifer but the call ended shortly after the initial greeting without further conversation.","aitm_callsummarytitle":"Call ended after initial greeting","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e52a56ad5e15678fd8e40ae900b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e52a56ad5e15678fd8e40ae900b","onesentencenotrenewed":"No conversation occurred to determine renewal interest.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"6","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:43-04:00","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","latest_paid_thru":"2020-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:44-04:00","number_of_call_attempts":"8","number_of_total_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","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f8fe2df831e08a4938f290b5d48","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f8fe2df831e08a4938f290b5d48"}},"seriesid":"163"}
{"contact":{"id":"29604","email":"joanne@joannesbookkeeping.ca","first_name":"Joanne","last_name":"Holland","phone":"7808300717","orgname":"Joanne's Bookkeeping Service","customer_acct_name":"Joanne's Bookkeeping Service","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0619","full_name":"Joanne Holland","members_type":"AST","city_1":"Grande Prairie","province":"AB","language":"English","phone_2":"7807662614","lead_status":"Renewed APX","new_member_date_2":"2020-10-30","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"294273","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"May 6 2026 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:06:00-04:00","intcode":"31","nationalconferenceattend":"No","nationalconferencenotattendreason":"Other","nationalconferencenotattendreasonother":"Calgary is very far","pipeline_1_lapsed_members":"","old_int_code":"06","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0619","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2024-12-23","last_act_type":"2025-09-23","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2026-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2026-05-06T11:05:44-04:00","npi_email_temp":"joanne@joannesbookkeeping.ca","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","sendaigeneral":"2026-05-06T11:05:00-04:00","sendaiemail":"2026-05-06T11:05:44-04:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last month","value_designation":"No"}},"seriesid":"163"}
{"contact":{"id":"10979","email":"elizabethkorosi@gmail.com","first_name":"Elizabeth","last_name":"Pollock","phone":"9055720702","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07292","province":"ON","full_name":"Elizabeth Pollock","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"299310","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500901","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":"2021-03-23","temp_do_id_for_auto_old_do_id":"L25C07292","phone_2":"9055720702","last_act_type":"2021-03-22","pcl_status":"F","pcl_completion_date":"2021-07-26","pf1_status":"F","pf1_completion_date":"2021-08-03","pf2_status":"F","pf2_completion_date":"2021-09-19","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T15:20:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"elizabethkorosi@gmail.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"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":"2026-05-02","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","latest_paid_thru":"2026-02-28"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9337","email":"rmema@live.com","first_name":"Rajmonda","last_name":"Mema","phone":"5196635317","orgname":"Middlesex-London Health Unit","customer_acct_name":"Middlesex-London Health Unit","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02312","province":"ON","extension_phone_1":"2418","full_name":"Rajmonda Mema","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2013-08-20","lapsed_expiration_date":"2022-10-04","individual_id":"64121","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500985","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2004-03-01","new_member_date_2":"2003-02-01","no_email_solicitation":"False","intcode":"15","blocnote":"May 16 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 1 2025 vm\n2026 May 08 call to Middlesex London Health Unit extension 2418 not available, no human reached\n2026 May 11 call reached automated system, extension unavailable, call ended before renewal discussion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:52-04:00","organization_id":"217909","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A02312","temp_intcode_for_auto_old_int_code":"15","phone_2":"5196010346","last_act_type":"2022-12-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rmema@live.com","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:52-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call reached an automated system for Middlesex London Health Unit with menu options and an unavailable extension. The agent decided to end the call and try again later, but then a human answered and the agent attempted to speak with Rajmonda.","aitm_callsummarytitle":"Call reached automated system, ended before renewal discussion","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"03","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7cbcf2df87767a4249ac6672e39","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7cbcf2df87767a4249ac6672e39","number_of_calls_reached":"2","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not renew due to unavailability of extension and call termination before completion.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Extension not available, call ended before renewal discussion.","age_range":"Preferred not to say","company_paid_thru":"2022-07-31","corp_cancel_date":"2022-10-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10384","email":"kingrdesai@gmail.com","first_name":"Rinku","last_name":"Desai","phone":"6475494278","orgname":"Global Wireless","customer_acct_name":"Global Wireless","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06594","full_name":"Rinku Desai","language":"English","origin":"Lapsed Spring 2024","individual_id":"304850","area_code":"647","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502620","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6475494278","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"14 March 2025 VM\r\n27 March 2025 Call him tomorrow\r\n07 April 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T17:42:00-04:00","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":"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":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2021-09-09","temp_do_id_for_auto_old_do_id":"L25C06594","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2022-10-31","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2022-04-24","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"kingrdesai@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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":"2026-02-19","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","latest_paid_thru":"2025-09-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"272919","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T10:36:00-04:00","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":"AST1424","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-06-03","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":"2026-05-06","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","latest_paid_thru":"2026-10-31"}},"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","npi_email_temp":"felix.lam.ca@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"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":{"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","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"10958","email":"feaven_ghirmay@hotmail.com","first_name":"Feaven","last_name":"Ghirmay","phone":"2263740157","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":"Feaven Ghirmay","language":"English","origin":"Lapsed Spring 2024","individual_id":"316604","region":"CDN","lead_status":"Refused","old_do_id":"LB2503699","members_type":"CAND","province":"BC","area_code":"226","time_zone":"2","phone_2":"2263740157","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\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":"2023-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T10:54:00-05:00","new_member_date_2":"2022-09-21","temp_do_id_for_auto_old_do_id":"LB2505162","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_infoline_date_type":"2023-08-29","last_act_type":"2023-08-29","pcl_status":"P","pcl_completion_date":"2023-02-06","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2505162","npi_email_temp":"feaven_ghirmay@hotmail.com","pcl_completion_date_5":"2028-02-06","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"29098","email":"anoel@newforma.com","first_name":"Andr\u00e9e-Ann","last_name":"No\u00ebl","phone":"4188800896","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02808","full_name":"Andr\u00e9e-Ann No\u00ebl, CRIA","members_type":"AST","city_1":"L\u00e9vis","province":"QC","language":"French","phone_2":"4188800896","lead_status":"Lapsed Member","new_member_date_2":"2024-12-04","pipeline_2_members_only_ast":"","individual_id":"345123","no_email_solicitation":"False","time_zone":"3","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-11-30","sendjulyemail":"2025-08-19T11:42:00-04:00","blocnote":"px\r\n10 dec 2025 bv","sendmayemail":"2025-08-19T11:42:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:36:00-05:00","full_name_2":" ","temp_do_id_for_auto_old_do_id":"L25A02808","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-09-04","last_act_type":"2025-09-04","telemarketing_call_date":"2025-08-19","old_int_code":"31","number_of_passed_courses":"0","date_of_renewal_identification":"","sendpreexpirationemail":"2025-11-11T10:05:00-05:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-11-11T10:06:00-05:00","trc":"False","wera":"False","npi_email_temp":"anoel@newforma.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST1048","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30","called_by":"Tri"}},"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":"2024-05-02","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"10934","email":"xiandanyouyang@hotmail.com","first_name":"Yu","last_name":"Xu","phone":"7786823721","orgname":"ABC Realty","customer_acct_name":"ABC Realty","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":"LB2504025","full_name":"Yu Li Xu","language":"English","origin":"Lapsed 2024 Lapsed 2024","explicit_consent_date":"2016-07-25","lapsed_expiration_date":"2022-09-02","individual_id":"244888","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002595","members_type":"AST","province":"BC","area_code":"778","time_zone":"5","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"17 March 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T22:14:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2022-09-02","new_member_date_2":"2016-07-25","no_email_solicitation":"FALSE","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"LB2504025","temp_intcode_for_auto_old_int_code":"16","phone_2":"7786823721","last_act_type":"2021-08-05","pcl_status":"P","pcl_completion_date":"2016-11-27","pf1_status":"P","pf1_completion_date":"2017-03-05","pf2_status":"P","pf2_completion_date":"2017-11-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"xiandanyouyang@hotmail.com","pcl_completion_date_5":"2021-11-27","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"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","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","last_engaged_date":"2025-03-27","individual_id":"268249","no_email_solicitation":"False","area_code":"807","time_zone":"2","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T09:58:00-04:00","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":"06","date_of_renewal_identification":"2025-09-18","last_act_type":"2025-11-09","telemarketing_call_date":"2026-05-06","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":"99","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","latest_paid_thru":"2026-09-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","sendpreexpirationemail":"2025-03-24T10:29:00-04:00","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:58:00-04:00","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":"06","last_infoline_date_type":"2025-02-05","last_act_type":"2026-12-01","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","old_int_code":"99","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","latest_paid_thru":"2027-02-28"}},"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","latest_paid_thru":"2022-05-31"}},"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":"2024-01-05","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","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"9834","email":"darianbird-94@hotmail.com","first_name":"Darian","last_name":"Bird","phone":"7098968787","orgname":"Labrador North Chamber of Commerce","customer_acct_name":"Labrador North Chamber of Commerce","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07234","province":"NL","extension_phone_1":"204","full_name":"Darian Bird","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"299461","area_code":"709","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500626","time_zone":"1","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","paid_thru":"2022-03-31","new_member_date_2":"2021-04-20","temp_do_id_for_auto_old_do_id":"L25C07234","phone_2":"7098991772","last_act_type":"2022-08-09","pcl_status":"F","pcl_completion_date":"2022-05-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-05-04","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"darianbird-94@hotmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"5522","email":"lydie.garcia@latesys.com","first_name":"Lydie","last_name":"Garcia","phone":"5146004258","orgname":"Solutions Latesys Inc.","customer_acct_name":"Solutions Latesys Inc.","tags":"CSV imported, NPIdealed, 250627 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01721","province":"QC","full_name":"Lydie Garcia","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2014-03-26","domain_1":"latesys.com","attended_webinar":"No","lapsed_expiration_date":"2022-06-02","individual_id":"312932","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501588","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T10:00:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01721","temp_intcode_for_auto_old_int_code":"16","organization_id":"224166","last_act_type":"2022-11-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lydie.garcia@latesys.com","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8555","email":"tfrena@pathstone.ca","first_name":"Tracy","last_name":"Frena","phone":"9056886850","orgname":"Pathstone","customer_acct_name":"Pathstone","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502198","extension_phone_1":"#mpa","full_name":"Tracy Frena","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"17-avr-19","domain_1":"pathstone.ca","individual_id":"275184","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"C17083","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"LB2502198","npi_email_temp":"tfrena@pathstone.ca"}},"seriesid":"163"}
{"contact":{"id":"10464","email":"yvonne.c.mazur@gmail.com","first_name":"Yvonne","last_name":"Mazur","phone":"6478862154","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07249","full_name":"Yvonne Mazur","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"300624","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503491","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":"2021-04-27","temp_do_id_for_auto_old_do_id":"L25C07249","phone_2":"6478862154","last_act_type":"2021-04-26","pcl_status":"F","pcl_completion_date":"2021-11-08","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T14:04:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"yvonne.c.mazur@gmail.com","pcl_completion_date_5":"2026-11-08","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"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, TMAI","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":"16","blocnote":"12 May 2025 No answer\r\n05 September 2025 No answer\r\nLN \/ 08 December 2025 No answer\n2026-05-08 Dial no answer, phone: +18882211554\n2026-05-08 invalid phone destination, phone: +19055536149","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:52-04:00","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25A02572","temp_intcode_for_auto_old_int_code":"16","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","latest_paid_thru":"2020-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:36:43-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_e119307886f7da99547c7d166e6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e119307886f7da99547c7d166e6","old_int_code":"08"}},"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":{"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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"17398","email":"kathy.hileman@rdcrs.ca","first_name":"Kathleen","last_name":"Hileman","phone":"4033467563","orgname":"Red Deer Catholic school Division","customer_acct_name":"Red Deer Catholic school Division","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Kathleen Hileman","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2022-06-20","domain_1":"rdcrs.ca","attended_webinar":"Yes","do_id":"L25A02610","individual_id":"260755","members_type":"AST","time_zone":"4","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502932","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","new_member_date_2":"2018-02-14","no_email_solicitation":"False","province":"AB","paid_thru":"2020-01-31","intcode":"06","blocnote":"Aug 14 2025 vm\r\nLN Oct 31 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail\n2026 May 11 call reached voicemail\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","temp_do_id_for_auto_old_do_id":"L25A02610","temp_intcode_for_auto_old_int_code":"6","phone_2":"4033467563","last_infoline_date_type":"2019-09-19","last_conf_date_type":"2019-06-12","last_act_type":"2020-02-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kathy.hileman@rdcrs.ca","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:40-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","aitm_callsummarytitle":"Voicemail reached, no contact","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_28bac07c63c3b47256da36b09a7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_28bac07c63c3b47256da36b09a7","notrenewedwanttorenew":"No","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"6860","email":"lattard@fox40world.com","first_name":"Lorie","last_name":"Attard","phone":"9055614040","orgname":"Grant Personnel Limited","customer_acct_name":"Grant Personnel Limited","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02100","extension_phone_1":"222","full_name":"Lorie Attard","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2009-03-23","domain_1":"fox40world.com","individual_id":"101416","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501887","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02100","organization_id":"101415","pds_august":"1","members_type":"CORP","pds_september":"1","last_infoline_date_type":"2020-10-11","last_act_type":"2020-10-11","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T11:48:00-04:00","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":"lattard@fox40world.com","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-04-30"}},"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","latest_paid_thru":"2023-11-30"}},"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","latest_paid_thru":"2022-08-31"}},"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":"15","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":"15","pds_september":"1","last_infoline_date_type":"2025-02-13","last_act_type":"2026-03-25","number_of_passed_courses":"0","pds_october":"1","company_paid_thru":"2026-05-31","blocnote":"tln .5 nov 2025 n'est plus en poste\n2026 May 08 call disconnected early, no clear conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:15-04:00","old_int_code":"99","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","latest_paid_thru":"2026-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:15-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and mostly inaudible, with the agent attempting to speak to Isabel but receiving no clear response. The call ended abruptly without any meaningful conversation or task completion.","aitm_callsummarytitle":"Unsuccessful call - no clear contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear refusal or renewal intent expressed due to inaudible conversation.","initialvalue":"Other","othermemberbenefit":"No information provided.","astotherreasonsnottorenew":"Call was disconnected before any reason was given.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_28d1d9b59ae2f5bd6a73053958b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_28d1d9b59ae2f5bd6a73053958b","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29086","email":"acox@mother-parkers.com","first_name":"Adele","last_name":"Cox","phone":"9052732418","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, 250205 AST Members, inPipeline2, npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02671","full_name":"Adele Cox","members_type":"AST","city_1":"Mississauga","language":"English","phone_2":"9055100754","lead_status":"Lapsed Member","last_login_date":"2025-02-26T10:51:18-05:00","new_member_date_2":"2024-09-26","pipeline_2_members_only_ast":"","individual_id":"342806","no_email_solicitation":"False","pds_march":"1","area_code":"905","time_zone":"2","intcode":"06","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 05 call reached voicemail, no contact made\n2026 Mar 09 reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:45-04:00","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"1","pds_july":"1","paid_thru":"2025-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","pds_august":"1","temp_do_id_for_auto_old_do_id":"L25A02671","temp_intcode_for_auto_old_int_code":"6","pds_september":"1","last_infoline_date_type":"2024-11-11","last_act_type":"2025-11-26","date_of_renewal_identification":"","number_of_passed_courses":"0","pds_october":"1","old_do_id":"AST0313","canceldate":"2025-11-04","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"acox@mother-parkers.com","aitm_status_called":"2026-03-11T15:16:48-04:00","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\/08\/2025","latest_paid_thru":"2025-08-31"}},"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","latest_paid_thru":"2025-04-30"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made.\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","temp_do_id_for_auto_old_do_id":"L25A02548","temp_intcode_for_auto_old_int_code":"6","phone_2":"7808864512","last_infoline_date_type":"2019-11-02","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","latest_paid_thru":"2020-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:41-04:00","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","session_id":"call_314931525a5ad08cf8c5b3b2fc8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_314931525a5ad08cf8c5b3b2fc8","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"6323","email":"geri.capeless@goldcorp.com","first_name":"Geraldine","last_name":"Capeless","phone":"7052356543","orgname":"Goldcorp Canada Ltd - Porcupine Joint Venture","customer_acct_name":"Goldcorp Canada Ltd - Porcupine Joint Venture","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01922","full_name":"Geraldine Capeless","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"1995-11-01","domain_1":"goldcorp.com","individual_id":"73613","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501867","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25O01922","organization_id":"10502","pds_august":"38","members_type":"CORP","pds_september":"38","last_act_type":"2021-05-11","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T11:59:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","pds_october":"38","trc":"False","wera":"False","pds_november":"38","npi_email_temp":"geri.capeless@goldcorp.com","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","company_paid_thru":"2020-11-30","corp_cancel_date":"2020-12-03","company_status":"I"}},"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":"6484.0","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","latest_paid_thru":"2021-11-30"}},"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":"2021-08-05","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"manjindert@gmail.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"10426","email":"debbie-rutherford@shaw.ca","first_name":"Debbie","last_name":"Rutherford","phone":"6049903581","orgname":"Deborah Rutherford, CPA.","customer_acct_name":"Deborah Rutherford, CPA.","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":"L25A02193","full_name":"Debbie Rutherford, CPA, CA","language":"English","origin":"Lapsed Spring 2024","individual_id":"81646","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-09-20","old_do_id":"LB2502589","time_zone":"5","province":"BC","members_type":"AST","phone_2":"6049903581","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2011-10-03","new_member_date_2":"2004-08-12","no_email_solicitation":"False","pds_march":"15","intcode":"15","blocnote":"14 March 2025 VM\r\n26 March 2025 VM\r\n31 March 2025 VM  APr 7 2025 vm\r\nAPr 10 2025 vm  may 13 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 31 2025 vm\n2026 May 08 call reached voicemail after greeting\n2026 May 08 voicemail reached for Debbie Rutherford\n2026 May 11 call reached voicemail\n2026 May 11 call started with initial value question but ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:47-04:00","organization_id":"208468","pds_july":"15","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A02193","temp_intcode_for_auto_old_int_code":"15","pds_august":"15","pds_september":"15","last_infoline_date_type":"2021-06-22","last_act_type":"2023-12-12","number_of_passed_courses":"0","pds_october":"15","trc":"False","wera":"False","pds_november":"15","npi_email_temp":"debbie-rutherford@shaw.ca","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-11T13:21:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent reached Debbie and initiated a conversation about her lapsed Associate membership with the National Payroll Institute. The agent began the survey by asking about the initial value that drove her to become a member, but the call ended shortly after without completing the survey or further discussion.","aitm_callsummarytitle":"Call started but ended early during survey","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ee68ec36c6dd74863b10bd04066","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ee68ec36c6dd74863b10bd04066","old_int_code":"6","number_of_calls_reached":"1","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"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","latest_paid_thru":"2022-04-30"}},"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":"2022-07-04","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","latest_paid_thru":"2021-10-31"}},"seriesid":"163"}
{"contact":{"id":"16949","email":"sharonkuang23@gmail.com","first_name":"Wan","last_name":"Kuang","phone":"4167120337","orgname":"United Petroleum Transport Ltd","customer_acct_name":"United Petroleum Transport Ltd","tags":"Fixed deal, NPIdealed, 250813 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"city_1":"PRO","full_name":"Wan Zhi Kuang","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2016-05-05","do_id":"LB2502131","individual_id":"243114","members_type":"PRO","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"C16439","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-07-03","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"16","blocnote":"May 26 2025 Person who answered said it was the wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-08-11T18:34:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-04-30","notrenewedother":"Phone cannot be recovered","old_int_code":"08","new_member_date_2":"2016-05-05","temp_do_id_for_auto_old_do_id":"LB2502131","temp_intcode_for_auto_old_int_code":"16","phone_2":"6479798153","last_act_type":"2020-01-10","pcl_status":"P","pcl_completion_date":"2016-08-21","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":"2017-02-24","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sharonkuang23@gmail.com","pcl_completion_date_5":"2021-08-21","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30"}},"seriesid":"163"}
{"contact":{"id":"5464","email":"ralnasrallah@sunchef.com","first_name":"Rema","last_name":"Alnasrallah","phone":"5142723238","orgname":"Aliments Bveggie Inc","customer_acct_name":"Aliments Bveggie Inc","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01508","province":"QC","extension_phone_1":"225","full_name":"Rema Alnasrallah","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2016-11-10","domain_1":"sunchef.com","attended_webinar":"No","lapsed_expiration_date":"2016-11-10","individual_id":"282498","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501420","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"17 juin 2025 pas r\u00e9ceptrice au sondage a refuse en medisant qu elle n'avait plus d'employer et l'osque je lui ai demander si on pouvait continuer le sondage elle ma dit NON.","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T10:29:00-04:00","intcode":"11","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01508","temp_intcode_for_auto_old_int_code":"11","organization_id":"248374","last_infoline_date_type":"2023-02-10","last_act_type":"2023-02-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ralnasrallah@sunchef.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30643","email":"terezad@shaw.ca","first_name":"Tereza","last_name":"Demian","phone":"7805545155","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":"333707","full_name":"Tereza Demian","members_type":"CAND","do_id":"L25C00436","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7805545155","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-26","area_code":"780","time_zone":"4","canceldate":"2025-03-04","intcode":"06","blocnote":"15 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":"2024-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T15:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00436","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-01-25","pcl_status":"P","pcl_completion_date":"2024-05-06","pf1_status":"F","pf1_completion_date":"2024-07-24","number_of_passed_courses":"1","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":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"Overwhelmed by  emails by NPI.","expectationsnotmet":"Yes","expectationsnotmetspecify":"The job posting.","membershipcost":"Yes","membershipcostspecify":"The membership cost.","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"Expecting more courses on how to do things like calculations videos.","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"Could not afford or have the time.","engagingstrategiesspecify":"Short videos that help improve your skills.","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","onesentencenotrenewed":"","old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"terezad@shaw.ca","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","old_do_id":"L25A02550","pipeline_1_lapsed_members":"Refused Lapsed","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\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 contact requested callback at 1 PM due to lab work - NPI# 6501\n2026 May 08 contact answered, initial value seminar, satisfaction 4, reason not to renew no longer working in payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:47-04:00","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":"61+","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":"01","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","latest_paid_thru":"2020-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:16:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent spoke with Thomas regarding his lapsed NPI membership. Thomas indicated that his initial reason for joining was completing a specific payroll seminar and rated his satisfaction as 4 out of 5. He stated he did not renew because he is no longer working in payroll.","aitm_callsummarytitle":"Membership Non-Renewal Call with Thomas","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"10","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_aec48820505eb6aaa9b0305a7d0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_aec48820505eb6aaa9b0305a7d0","npi_call_back_date_and_time":"2026-05-08T13:00:00-04:00","npi_call_back_time_hour":"13","npi_call_back_time_minute":"00","onesentencenotrenewed":"No longer working in payroll.","initialvalue":"Seminar","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Unavailable to talk at the moment due to lab work.","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"271519","no_email_solicitation":"False","pds_march":"1","area_code":"905","time_zone":"2","intcode":"31","blocnote":"May 1 2026 survey email","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:45:00-04:00","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":"31","pds_september":"1","last_infoline_date_type":"2025-05-30","last_act_type":"2025-12-23","telemarketing_call_date":"2026-05-01","sendaigeneral":"2026-05-01T10:45:00-04:00","sendoctoberemail":"2025-10-16T11:00:54-04:00","sendaidate":"2026-05-01T10:45:05-04:00","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":"99","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","latest_paid_thru":"2026-12-31","resourceaware":"No","resourcevisitedselfreport":"","sendaiemail":"2026-05-01T10:45:05-04:00"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","old_do_id":"L25A02231","pipeline_1_lapsed_members":"Refused Lapsed","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":"01","blocnote":"Aug 13 2025 \r\nLN Oct 30 2025 vm\n2026 May 08 spoke with Antoniette who declined renewal due to retirement.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:04-04:00","temp_do_id_for_auto_old_do_id":"L25A02231","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:04-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent spoke with Antoniette regarding her lapsed Associate membership with the National Payroll Institute. Antoniette expressed satisfaction with her membership but declined to renew as she is retired and no longer working in payroll. The call concluded politely without renewal.","aitm_callsummarytitle":"Membership Renewal Declined Due to Retirement","notrenewedwanttorenew":"No","mini_nps":"5","onesentencenotrenewed":"No, I'm retired now and won't be doing much work.","initialvalue":"Stay Current","age_range":"61+","old_int_code":"6","npi_voicemaildetection":"No","pipeline_2_members_only_ast":"","ivrdetector":"No","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_371212a4ad16af68e5d394db6e7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_371212a4ad16af68e5d394db6e7","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29055","email":"gotoma04@gmail.com","first_name":"Masashi","last_name":"Goto","phone":"7168284444","orgname":"K'(Prime) Technologies Inc.","customer_acct_name":"K'(Prime) Technologies Inc.","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00229","old_do_id":"AST0543","full_name":"Masashi Goto","members_type":"AST","city_1":"Airdrie","province":"AB","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2018-01-29","individual_id":"260116","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":"403","time_zone":"4","intcode":"0","blocnote":"May 28 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 14 2025 vm\n2026 May 08 call reached automated system, no message left\n2026-05-08 invalid phone destination, phone: +14034790862","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00229","temp_intcode_for_auto_old_int_code":"08","phone_2":"7168284446","last_act_type":"2023-12-31","pcl_status":"P","pcl_completion_date":"2018-06-03","pf1_status":"P","pf1_completion_date":"2018-09-25","pf2_status":"P","pf2_completion_date":"2018-12-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-10-04","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"gotoma04@gmail.com","pcl_completion_date_5":"2023-06-03","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:26:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call reached an automated system at K Prime Technologies, which prompted to leave a message. The agent declined to leave a message and ended the call, planning to try again later.","aitm_callsummarytitle":"Call reached automated system, no message left","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_5477b305a9cada76079af7bf99d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5477b305a9cada76079af7bf99d","old_int_code":"08","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"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":"2022-03-02","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","latest_paid_thru":"2022-04-30"}},"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, TMAI","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":"14","blocnote":"28 May 2025 Busy\r\n10 September 2025 Disconnected\n2026-05-08 dial busy, phone:  +19052327188\n2026 May 08 contact wants to wait before renewing, no renewal now.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:28-04:00","paid_thru":"2024-12-31","old_int_code":"07","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25A00230","temp_intcode_for_auto_old_int_code":"14","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","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_08d31c6cfd80ca1f5684cd24c83","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_08d31c6cfd80ca1f5684cd24c83","npi_transcriptsummary":"The agent contacted Yirong Xiao regarding her lapsed Associate membership with the National Payroll Institute and offered to send a renewal application form. Yirong expressed that she is not in a hurry to renew and would like to wait before making a decision. The call ended amicably with no renewal commitment made.","aitm_callsummarytitle":"User wants to wait before renewing","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"User wants to wait and is not in a hurry to renew.","initialvalue":"Other","othermemberbenefit":"User did not specify initial value, expressed desire to wait.","astotherreasonsnottorenew":"User wants to wait and is not in a hurry to renew.","age_range":"Preferred not to say","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"6581","email":"valerie.cyr@twinriverspaper.com","first_name":"Valerie","last_name":"Cyr","phone":"5067353561","orgname":"Boise Cascade Alljoist Ltd.","customer_acct_name":"Boise Cascade Alljoist Ltd.","tags":"CSV imported, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"city_1":"AST","full_name":"Valerie Cyr","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-07-24","domain_1":"twinriverspaper.com","individual_id":"50641","area_code":"800","region":"CDN","lead_status":"Lapsed DEL","old_do_id":"LB2502134","time_zone":"2","pipeline_1_lapsed_members":"Renewed lapsed","members_type":"CORP","date_of_renewal_identification":"2026-05-26","canceldate":"2020-10-02","cert_status":"WITHDRAWN_CPE","new_member_date_2":"2017-07-24","temp_do_id_for_auto_old_do_id":"LB2507588","province":"NB","organization_id":"46023.0","cpa_certification":"PCP","pds_august":"15","extension_phone_1":"7035","phone_2":"5067366695","pds_september":"15","last_act_type":"2025-04-24","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2011-06-09","pf1_status":"P","pf1_completion_date":"2011-11-24","pf2_status":"P","pf2_completion_date":"2012-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-02-01","number_of_passed_courses":"4","pds_october":"15","paid_thru":"2026-08-31","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pds_november":"15","do_id":"LB2507588","npi_email_temp":"valerie.cyr@twinriverspaper.com","pcl_completion_date_5":"2016-06-09","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"11039","email":"emcsween@e-djuster.com","first_name":"Eunice","last_name":"McSween","phone":"8667795950","orgname":"e-djuster","customer_acct_name":"e-djuster","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01749","province":"ON","full_name":"Eunice McSween","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2016-03-17","domain_1":"e-djuster.com","lapsed_expiration_date":"2022-05-03","individual_id":"241883","area_code":"866","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500997","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":"2025-12-11T15:01:00-05:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01749","temp_intcode_for_auto_old_int_code":"6","organization_id":"241882","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"emcsween@e-djuster.com","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"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","latest_paid_thru":"2022-10-31"}},"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","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5273","email":"emzahir01@monccnb.ca","first_name":"Mohamed","last_name":"Zahir","phone":"4382201211","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":"L25C06985","province":"NB","full_name":"Mohamed Zahir","language":"French","origin":"2023 lapsed Members","domain_1":"monccnb.ca","lapsed_expiration_date":"2002-11-22","individual_id":"304863","time_zone":"2","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502804","members_type":"CAND","area_code":"438","phone_2":"4382201211","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"lnc.21 nov 2025 bv\r\n25 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:33:00-05:00","paid_thru":"2022-08-31","new_member_date_2":"2021-09-08","temp_do_id_for_auto_old_do_id":"L25C06985","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-08-09","pcl_status":"F","pcl_completion_date":"2021-12-23","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"emzahir01@monccnb.ca","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"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":"2025-11-09","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","latest_paid_thru":"2020-01-31"}},"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","latest_paid_thru":"2025-11-30"}},"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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"8322","email":"accounting@sviprecast.com","first_name":"Tracey","last_name":"Quintyn","phone":"3068425854","orgname":"Souris Valley Industries (1977) Ltd.","customer_acct_name":"Souris Valley Industries (1977) Ltd.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, WR250416, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"SK","full_name":"Tracey Quintyn","language":"English","origin":"2023 lapsed Members","domain_1":"sviprecast.com","lapsed_expiration_date":"2023-03-02","individual_id":"296344","area_code":"306","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2024-11-13","old_do_id":"L25A00086","time_zone":"3","members_type":"CORP","new_member_date_2":"2021-01-06","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2023-03-02","no_email_solicitation":"FALSE","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-02-28T11:51:50-05:00","blocnote":"18 February 2025 Sending Organization membership\n 19 February 2025 VM\n 26 February 2025 In a meeting\n 27 February 2025 VM\n 28 February 2025 VM","coidnewmbrdate":"2015-04-25","city_1":"Weyburn","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","organization_id":"349823","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2504161","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2021-03-03","last_act_type":"2025-04-15","company_paid_thru":"2027-03-31","number_of_passed_courses":"0","old_int_code":"10","trc":"False","wera":"False","do_id":"LB2504161","npi_email_temp":"accounting@sviprecast.com","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_status":"A"}},"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":"2021-01-02","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","latest_paid_thru":"2020-08-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 voicemail reached, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:47-04:00","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","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:23-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by the contact and went to voicemail immediately.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_92e732c6cddc02209faa09be4e8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_92e732c6cddc02209faa09be4e8"}},"seriesid":"163"}
{"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","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"10942","email":"elaine.crowell@hospicecalgary.ca","first_name":"Elaine","last_name":"Crowell","phone":"4032634525","orgname":"Hospice Calgary Society","customer_acct_name":"Hospice Calgary Society","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00378","province":"AB","full_name":"Elaine Crowell","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2003-03-15","domain_1":"hospicecalgary.ca","lapsed_expiration_date":"2023-05-02","individual_id":"261601","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00925","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"may 22 2025 vm\r\nSept 5 2025 she is retired and there is no one there who does payroll","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T15:02:00-04:00","old_int_code":"12","notrenewednolongerinpayroll":"Yes","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00378","temp_intcode_for_auto_old_int_code":"21","organization_id":"65205","last_act_type":"2018-03-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"elaine.crowell@hospicecalgary.ca","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5425","email":"nf@martialrioux.com","first_name":"Nathalie","last_name":"Fortin","phone":"5146869914","orgname":"Unanimix","customer_acct_name":"Unanimix","tags":"CSV imported, F24 Webinar QC, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06918","province":"QC","full_name":"Nathalie Fortin","language":"French","origin":"2024 FALL","domain_1":"martialrioux.com","attended_webinar":"No","lapsed_expiration_date":"2022-12-02","individual_id":"293035","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-17","old_do_id":"LB2501535","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","paid_thru":"2022-09-30","new_member_date_2":"2020-10-10","temp_do_id_for_auto_old_do_id":"L25C06918","phone_2":"5146869914","last_act_type":"2022-02-24","number_of_passed_courses":"0","trc":"True","wera":"False","intcode":"06","blocnote":"lnc.21 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T09:51:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"nf@martialrioux.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"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, TMAI","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":"15","blocnote":"13 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM\n2026 May 08 call reached voicemail, no contact with Caitlin Crawford\n2026 May 08 voicemail reached, no contact made\n2026 May 11 call reached voicemail, no contact with Caitlin Crawford\n2026 May 11 call started, user hung up early before survey questions","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:47-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00048","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-11T10:36:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent reached Kaitlin and introduced herself, mentioning the lapsed Associate membership and intent to ask questions. The call was very brief and ended abruptly with the user hanging up before any survey questions were asked.","aitm_callsummarytitle":"Call ended abruptly after introduction","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e1b8df01579c64a50a7ec6980a9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e1b8df01579c64a50a7ec6980a9","old_int_code":"6","number_of_calls_reached":"1"}},"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":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"296594","full_name":"Nneka Inneh","members_type":"CORP","do_id":"","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":"L25C00187","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":"2027-03-31","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","latest_paid_thru":"2027-03-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","company_status":"A"}},"seriesid":"163"}
{"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":{"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","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"31154","email":"espinojoeylyntan@yahoo.com","first_name":"Joeylyn","last_name":"Espino","phone":"4038300066","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Joeylyn Espino, PCP","members_type":"PRO","city_1":"Calgary","province":"AB","phone_2":"4038300066","pipeline_2_members_only_ast":"","new_member_date_2":"2019-07-08","area_code":"403","time_zone":"4","blocnote":"July 22 2025 completed ( already renewed)","dhmsfin_telemarketing_last_contacted_date":"2025-07-22T12:45:00-04:00","intcode":"06","language":"English","pipeline_1_lapsed_members":"","individual_id":"277791","sendpreexpirationemail":"2025-07-22T12:43:00-04:00","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":"","old_do_id":"L25P02212","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2505124","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2026-04-05","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2019-09-15","pf1_status":"P","pf1_completion_date":"2019-12-16","pf2_status":"P","pf2_completion_date":"2020-02-18","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":"espinojoeylyntan@yahoo.com","pcl_completion_date_5":"2024-09-15","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30"}},"seriesid":"163"}
{"contact":{"id":"8398","email":"carlos21121973@gmail.com","first_name":"Carlos","last_name":"Colmenares","phone":"4034785048","orgname":"Westech Vac Systems Ltd.","customer_acct_name":"Westech Vac Systems Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07134","province":"AB","full_name":"Carlos Colmenares","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"301737","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500156","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","paid_thru":"2022-05-31","new_member_date_2":"2021-06-03","temp_do_id_for_auto_old_do_id":"L25C07134","phone_2":"4034785048","last_act_type":"2022-01-20","pcl_status":"P","pcl_completion_date":"2021-10-10","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"F","pf2_completion_date":"2022-05-22","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"carlos21121973@gmail.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"10517","email":"jimmymacaranas24@yahoo.com","first_name":"Jimmy","last_name":"Macaranas","phone":"7809076871","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":"L25C06782","full_name":"Jimmy Macaranas","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"308997","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503226","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7809076871","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","intcode":"06","blocnote":"LNC Nov 25 2025 vm","paid_thru":"2022-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T12:40:00-05:00","new_member_date_2":"2022-01-14","temp_do_id_for_auto_old_do_id":"L25C06782","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-01-14","old_int_code":"16","pcl_status":"F","pcl_completion_date":"2022-04-05","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"jimmymacaranas24@yahoo.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"29551","email":"marthinette.dunn@greenergy.com","first_name":"Marthinette","last_name":"Dunn","phone":"5067178387","orgname":"Greenergy Fuels Canada Inc","customer_acct_name":"Greenergy Fuels Canada Inc","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, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0406","full_name":"Marthinette Dunn","members_type":"AST","city_1":"Saint John","province":"NB","language":"English","phone_2":"5066474375","lead_status":"Renewed APX","new_member_date_2":"2024-11-13","last_engaged_date":"2025-12-01","last_login_date":"2025-09-05T12:31:19-04:00","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"332414","no_email_solicitation":"False","area_code":"506","time_zone":"1","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-22T09:22:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T09:38:00-04:00","blocnote":"May 6 2026 vm","resourceaware":"Yes","resourcevisitedselfreport":"Last month","value_designation":"No","resources_tools_may":"2","pipeline_1_lapsed_members":"","old_int_code":"31","resources_tools_july":"3","member_july":"1","paid_thru":"2026-10-31","member_august":"1","dialogue_august":"1","resources_tools_august":"1","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"7","late_breaking_payroll_news_september":"2","payroll_guidelines_september":"1","resources_tools_september":"2","temp_do_id_for_auto_old_do_id":"AST0406","temp_intcode_for_auto_old_int_code":"06","date_of_renewal_identification":"2025-09-25","last_infoline_date_type":"2026-05-22","last_conf_date_type":"2025-06-04","last_act_type":"2026-05-22","telemarketing_call_date":"2026-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-08T10:54:12-05:00","sendaigeneral":"2025-12-08T10:54:00-05:00","senddecemberemail":"2025-12-08T10:54:11-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"marthinette.dunn@greenergy.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"5453","email":"mmessier@thermetco.com","first_name":"Mich\u00e8le","last_name":"Messier","phone":"5149344684","orgname":"Thermetco Inc.","customer_acct_name":"Thermetco Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O00060","province":"QC","full_name":"Mich\u00e8le Messier","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2015-02-06","domain_1":"thermetco.com","attended_webinar":"Yes","lapsed_expiration_date":"2023-04-04","individual_id":"105719","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00015","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-02-28T14:02:39-05:00","blocnote":"7 1 25 BV 9 1 25 BV RIEN MARCHE FAUT ATTENDRE ET ON FINIT PAR R?PONDre TR?S CURIEUX ?? EN MEETING 13 1 25 compl?t? 16 1 25 int ? renouveler DOC envoy? 19 2 25 BV 20 2 25 BV 28 2 25 BV","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00060","temp_intcode_for_auto_old_int_code":"6","organization_id":"105718","last_infoline_date_type":"2021-08-04","last_act_type":"2023-03-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mmessier@thermetco.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10066","email":"jaqqybrown@gmail.com","first_name":"Jaqueline","last_name":"Moore","phone":"7057211212","orgname":"Wolf Steel Ltd.","customer_acct_name":"Wolf Steel 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":"L25C07084","province":"ON","full_name":"Jaqueline Moore","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"303689","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500667","time_zone":"2","members_type":"CAND","phone_2":"7058161645","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:10:00-05:00","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":"The cost of the membership.","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I though I would get more out of it than I actually did.","careerchange":"Yes","careerchangespecify":"I am in general HR.","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":"2022-10-04","paid_thru":"2022-07-31","new_member_date_2":"2021-08-06","temp_do_id_for_auto_old_do_id":"L25C07084","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-06-08","pcl_status":"F","pcl_completion_date":"2021-12-12","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"1","npi_email_temp":"jaqqybrown@gmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"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":{"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","latest_paid_thru":"2023-12-31"}},"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":"2027-05-31","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","npi_email_temp":"sharma.nidhhi76@gmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"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":"2023-07-02","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","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"29577","email":"parsnipriver@telus.net","first_name":"Corrina","last_name":"Hoffart","phone":"2507504515","orgname":"Parsnip River Forestry Inc.","customer_acct_name":"Parsnip River Forestry Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Corrina Hoffart","members_type":"AST","city_1":"Mackenzie","province":"BC","language":"English","lead_status":"Refused","new_member_date_2":"2023-01-13","last_engaged_date":"2025-02-26","pipeline_2_members_only_ast":"","individual_id":"295790","no_email_solicitation":"False","area_code":"250","time_zone":"5","intcode":"01","blocnote":"Dec 5 2025 v m  Dec 12 2025 vm\r\nDec 17 2025 vm\n2026 May 08 call reached voicemail, no message left\n2026 May 11 call reached voicemail, no human answered\n2026 May 13 call reached voicemail, no message left\n2026 May 15 call reached voicemail, no message left\n2026 May 19 contact refused to renew and declined survey participation","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T16:12:09-04:00","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02891","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2020-12-21","last_act_type":"2024-03-12","telemarketing_call_date":"2025-10-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"parsnipriver@telus.net","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"L25A02891","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-19T16:12:09-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent contacted Corrina regarding her lapsed Associate membership with the National Payroll Institute. Corrina declined to renew and was unwilling to participate in the survey, citing lack of use of the services. The call ended politely without further engagement.","aitm_callsummarytitle":"Membership Refusal and Survey Decline","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_499527ac272c27496b7a88ba6e1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_499527ac272c27496b7a88ba6e1","mini_nps":"1","onesentencenotrenewed":"Not using your services like I would like to.","initialvalue":"Other","astotherreasonsnottorenew":"Not using your services like I would like to.","old_int_code":"6","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30652","email":"jinlulux@gmail.com","first_name":"Jinlu","last_name":"Xu","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"303055","full_name":"Jinlu Xu","members_type":"CAND","city_1":"Richmond","province":"BC","language":"English","phone_2":"7788595660","lead_status":"Renewed lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2025-09-23","time_zone":"5","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2505654","date_of_renewal_identification":"2025-10-08","last_act_type":"2025-09-15","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"P","pf1_completion_date":"2023-09-25","pf2_status":"P","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","old_do_id":"L25C00193","npi_email_temp":"jinlulux@gmail.com","pf2_completion_date":"2026-02-11","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"10544","email":"rm_bws@yahoo.ca","first_name":"Robin","last_name":"Delaire","phone":"4037204402","orgname":"Hood Packaging Corp.","customer_acct_name":"Hood Packaging Corp.","tags":"CSV imported, payroll.ca visited, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25P02442","full_name":"Robin Delaire","language":"English","origin":"Lapsed Spring 2024","individual_id":"83318","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502473","time_zone":"4","province":"AB","members_type":"PRO","phone_2":"4035545559","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Apr 7 2025 interview completed\n2026 May 14 - reached voicemail for Robin Delaire, payroll HR coordinator for Hood Packaging.\n2026 May 14 - Reached voicemail; no message left\n2026 May 19 contact wants to renew and sent the email - NPI# 10544","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:42:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"No","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":"No","careerchange":"Yes","careerchangespecify":"I will be retiring soon so I wont need it anymore","hardtoparticipateevents":"No","mini_nps":"4","age_range":"61+","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"02","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-03-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","pds_july":"2","paid_thru":"2023-12-31","new_member_date_2":"2015-01-22","temp_do_id_for_auto_old_do_id":"L25P02442","temp_intcode_for_auto_old_int_code":"02","pds_august":"2","pds_september":"2","last_infoline_date_type":"2023-07-07","last_act_type":"2024-05-31","pf2_status":"P","pf2_completion_date":"2009-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-11-18","number_of_passed_courses":"2","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"rm_bws@yahoo.ca","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-19T11:42:00-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Robin to discuss the lapse of their Professional membership with the National Payroll Institute. Robin expressed interest in renewing, confirmed their email, and the agent sent the renewal procedure via email. The call concluded successfully with Robin agreeing to renew.","aitm_callsummarytitle":"Membership Renewal Confirmed","onesentencenotrenewed":"No response; voicemail reached.","initialvalue":"Designation","othermemberbenefit":"Voicemail; not provided.","old_int_code":"06","prootherreasonsnottorenew":"Voicemail reached; no reason provided.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_1835da3dac7389e62cfc4be338d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1835da3dac7389e62cfc4be338d","sendapplicationform":"2026-05-19T11:44:00-04:00","thewithdrawaldate_3_years":"2027-03-02","number_of_calls_reached":"1","last_engaged_date":"2026-05-21","member_may":"1"}},"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","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10966","email":"pavneetk.turna@gmail.com","first_name":"Pavneet","last_name":"Turna","phone":"7802432296","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07255","full_name":"Pavneet Turna","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"300091","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2503350","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2022-03-31","new_member_date_2":"2021-04-15","temp_do_id_for_auto_old_do_id":"L25C07255","phone_2":"7802432296","last_act_type":"2021-04-15","pcl_status":"F","pcl_completion_date":"2021-08-08","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T15:19:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"pavneetk.turna@gmail.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"17242","email":"juliana.santos@vard.com","first_name":"Juliana","last_name":"Santos","phone":"6042163353","orgname":"Vard Electro Canada Inc","customer_acct_name":"Vard Electro Canada Inc","tags":"Fixed deal, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Juliana Santos","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2024-02-25","domain_1":"vard.com","email2":"pavan@mccuaig.net","time_zone":"5","area_code":"778","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2024-12-16","old_do_id":"LB2502102","province":"BC","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"350984","date_of_renewal_identification":"2025-06-12","new_member_date_2":"2025-05-21","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2505747","phone_2":"6043381678","members_type":"CAND","last_act_type":"2026-04-30","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","npi_email_temp":"juliana.santos@vard.com","pcl_status":"F","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","pcl_completion_date":"2026-05-06","pcl_completion_date_5":"2031-05-06","last_infoline_date_type":"2026-03-02"}},"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","latest_paid_thru":"2023-09-30"}},"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":"2025-02-06","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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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, TMAI","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":"06","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.\n2026 May 08 voicemail reached, no contact with Pooja\n2026 May 08 call reached voicemail, no contact with Pooja\n2026 May 11 call reached voicemail, no contact with Pooja\n2026 May 11 call reached voicemail, no contact with Pooja\n2026 May 13 contact requested callback after 5 PM, call ended without survey completion\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T17:31:42-04:00","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":"06","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","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-13T17:46:41-04:00","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.","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","session_id":"call_7280caee11639687a6ae7174f8b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7280caee11639687a6ae7174f8b","npi_call_back_date_and_time":"2026-05-13T17:00:00-04:00","npi_call_back_time_hour":"17","npi_call_back_time_minute":"00"}},"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","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"9345","email":"mehrad.moghadamdizajherik@gmail.com","first_name":"Mehrad","last_name":"Moghadamdizajherik","phone":"5146524246","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":"L25C06435","full_name":"Mehrad Moghadamdizajherik","language":"English","origin":"Lapsed Spring 2024","individual_id":"309305","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503647","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5146524246","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T09:26:00-05:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"Yes","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am not working in the feild anymore","hardtoparticipateevents":"No","engagingstrategiesspecify":"More online content would be useful","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","blocnote":"Nov 6 2025 vm","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2022-01-24","temp_do_id_for_auto_old_do_id":"L25C06435","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-12-26","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2023-04-23","number_of_passed_courses":"3","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"mehrad.moghadamdizajherik@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"10563","email":"lablab_ponce@yahoo.com","first_name":"Benelinda","last_name":"Ponce","phone":"4037145289","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":"L25C06637","full_name":"Benelinda Ponce","language":"English","origin":"Lapsed Spring 2024","individual_id":"316437","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503690","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4037145289","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","paid_thru":"2023-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T12:55:00-05:00","new_member_date_2":"2022-09-08","temp_do_id_for_auto_old_do_id":"L25C06637","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-07-09","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":"lablab_ponce@yahoo.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"17420","email":"m.hamilton@mcintoshperry.com","first_name":"Margaret","last_name":"Hamilton","phone":"8883488991","orgname":"McIntosh Perry Consulting Engineers Ltd.","customer_acct_name":"McIntosh Perry Consulting Engineers Ltd.","tags":"payroll.ca visited, Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"extension_phone_1":"2211","full_name":"Margaret Hamilton","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2013-07-25","domain_1":"mcintoshperry.com","do_id":"L25A02532","members_type":"AST","time_zone":"2","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502043","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"217252","canceldate":"2020-09-02","new_member_date_2":"2013-07-25","no_email_solicitation":"False","intcode":"0","blocnote":"May 27 2025 vm\r\nAug 11 2025 vm Mcintosh Perry-Egis\r\nLN Oct 21 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026-05-08 invalid phone destination, phone: +16136490180","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:34-04:00","pipeline_2_members_only_ast":"","paid_thru":"2020-06-30","temp_do_id_for_auto_old_do_id":"L25A02532","temp_intcode_for_auto_old_int_code":"08","phone_2":"9058565200","last_act_type":"2019-06-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"m.hamilton@mcintoshperry.com","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:45-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach Margaret Hamilton through a company directory system. The call was transferred but ended up reaching voicemail, and no direct conversation with the contact occurred.","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","session_id":"call_4d8ff39eacd888d17224de4abd6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4d8ff39eacd888d17224de4abd6","old_int_code":"08"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"16619","email":"toni@northside.biz","first_name":"Toni","last_name":"Dumville","phone":"4033478544","orgname":"Northside Construction Partnership Ltd.","customer_acct_name":"Northside Construction Partnership Ltd.","tags":"Fixed deal, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Toni Dumville","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2016-11-28","domain_1":"northside.biz","lapsed_expiration_date":"2022-02-02","do_id":"LB2500230","individual_id":"248766","time_zone":"4","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00342","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"May 26 2025 on the phone\r\nAug 11 2025 Toni said the person before her started the membership then left. Toni said she has not used the membership and she is not interested in renewing,","dhmsfin_telemarketing_last_contacted_date":"2025-08-11T17:45:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"LB2500230","temp_intcode_for_auto_old_int_code":"21","organization_id":"248765","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"toni@northside.biz","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29539","email":"wbehm@donaldaclub.ca","first_name":"Wendy","last_name":"Behm","phone":"4164465870","orgname":"Donalda Club","customer_acct_name":"Donalda Club","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0110","full_name":"Wendy Behm","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"9059999914","lead_status":"Renewed APX","last_engaged_date":"2025-11-25","new_member_date_2":"2017-07-27","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"254382","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T14:38:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T11:59:00-04:00","blocnote":"May 5 2026 vm","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","pipeline_1_lapsed_members":"","cert_status":"PENDING","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_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2027-06-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST0110","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-02-10","last_act_type":"2026-06-05","telemarketing_call_date":"2026-05-05","pcl_status":"P","pcl_completion_date":"2017-12-03","pf1_status":"P","pf1_completion_date":"2018-03-25","pf2_status":"P","pf2_completion_date":"2018-11-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-09-20","number_of_passed_courses":"4","trc":"True","wera":"False","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-11-25T09:51:00-05:00","testimonialagree":"No","testimonialrefusal":"NA","sendaigeneral":"2025-11-25T09:48:00-05:00","old_int_code":"32","sendnovemberemail":"2025-11-25T09:51:21-05:00","sendaidate":"2025-11-25T09:51:22-05:00","npi_email_temp":"wbehm@donaldaclub.ca","pcl_completion_date_5":"2022-12-03","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30"}},"seriesid":"163"}
{"contact":{"id":"29185","email":"grenier.kevin@gmail.com","first_name":"Kevin","last_name":"Grenier","phone":"4185713469","orgname":"CGI","customer_acct_name":"CGI","tags":"250205 AST Members, npiPartnerAccount, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"PART0001","full_name":"Kevin Grenier","members_type":"AST","city_1":"L\u00e9vis","province":"QC","language":"French","phone_2":"4189343410","lead_status":"Partner","new_member_date_2":"2023-12-15","pipeline_2_members_only_ast":"","individual_id":"332451","no_email_solicitation":"False","area_code":"418","time_zone":"2","intcode":"00","pipeline_1_lapsed_members":"","paid_thru":"2025-11-30","temp_do_id_for_auto_old_do_id":"PART0001","temp_intcode_for_auto_old_int_code":"0","last_infoline_date_type":"2024-12-04","last_act_type":"2024-12-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"grenier.kevin@gmail.com","old_do_id":"AST0559","canceldate":"2026-02-03","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"6263","email":"rick.hines59@hotmail.com","first_name":"Rick","last_name":"Hines","phone":"3182904825","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02526","city_1":"AST","full_name":"Rick Hines","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-07-22","individual_id":"278125","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502946","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-09-02","members_type":"AST","new_member_date_2":"2019-07-22","no_email_solicitation":"False","province":"TX","time_zone":"3","paid_thru":"2020-06-30","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 31 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:39-04:00","temp_do_id_for_auto_old_do_id":"L25A02526","temp_intcode_for_auto_old_int_code":"6","phone_2":"3182904825","last_act_type":"2019-10-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rick.hines59@hotmail.com","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to the contact but went to voicemail without any 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","session_id":"call_50d1a60c8743b1e120970bc9bbb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_50d1a60c8743b1e120970bc9bbb","mini_nps":"3"}},"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":"2022-09-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"carolyne@cantexinsurance.ca","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"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":"2025-10-09","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","npi_email_temp":"mankind06@yahoo.com","pcl_completion_date_5":"2030-04-21","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"8498","email":"jiangxuru@gmail.com","first_name":"Xuru","last_name":"Jiang","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502929","full_name":"Xuru Jiang","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-01-27","individual_id":"250081","region":"CDN","lead_status":"Refused","old_do_id":"C16442","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","paid_thru":"2020-01-31","new_member_date_2":"2017-01-27","temp_do_id_for_auto_old_do_id":"LB2502929","temp_intcode_for_auto_old_int_code":"21","phone_2":"7786808018","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2017-04-16","pf1_status":"P","pf1_completion_date":"2017-05-21","pf2_status":"P","pf2_completion_date":"2017-06-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-03-27","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jiangxuru@gmail.com","pcl_completion_date_5":"2022-04-16","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31"}},"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","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29134","email":"payroll@triple8.ca","first_name":"Deepati","last_name":"Arora","phone":"6047552285","orgname":"Triple Eight Tranport Inc","customer_acct_name":"Triple Eight Tranport 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":"L25A02902","full_name":"Deepati Arora","members_type":"AST","city_1":"Abbotsford","province":"BC","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2025-01-21","pipeline_2_members_only_ast":"","individual_id":"346576","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"15","blocnote":"Dec 4 2025 vm\r\next 903\r\nDec 12 2025 vm\n2026 May 08 callback scheduled for Deepati on Monday 11 or 12, extension 903\n2026 May 11 contact not available, callback scheduled for 11:00 - extension 903\n2026 May 11 call reached automated system and navigated to payroll department but no human conversation recorded\n2026 May 13 call reached automated system and agent, user requested transfer and provided extension but no confirmation of contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:08:27-04:00","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","member_september":"2","temp_do_id_for_auto_old_do_id":"L25A02902","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-01-20","telemarketing_call_date":"2025-10-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"payroll@triple8.ca","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST0054","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-13T14:08:27-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_call_back_date_and_time":"2026-05-08T11:00:00-04:00","npi_call_back_time_hour":"11","npi_call_back_time_minute":"00","npi_transcriptsummary":"The call was an outbound attempt to reach Deepati at Triple Eight Transport through a series of automated menu options and then a live agent. The user requested a call transfer and provided an extension number for Deepati, but the call ended without a clear resolution or confirmation of reaching Deepati.","aitm_callsummarytitle":"Attempted contact with Deepati at Triple Eight Transport","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not available and callback was scheduled.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"03","astotherreasonsnottorenew":"Contact was not available; callback scheduled.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cd1e9d03ab7d19dc62d9d57eae3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cd1e9d03ab7d19dc62d9d57eae3","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"29621","email":"martin-karina@hotmail.com","first_name":"Karina","last_name":"Martin","phone":"4502302069","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":"L25A01808","full_name":"Karina Martin","members_type":"AST","city_1":"Carleton-sur-mer","province":"QC","language":"French","phone_2":"4502302069","lead_status":"Lapsed Member","new_member_date_2":"2024-05-02","pipeline_2_members_only_ast":"","individual_id":"337319","no_email_solicitation":"False","time_zone":"2","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-07-04","area_code":"450","old_do_id":"AST0915","paid_thru":"2025-04-30","blocnote":"25 aout 2025 bv\n2026 May 08 call attempted but no clear communication with Karina, call ended without completion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:35-04:00","temp_do_id_for_auto_old_do_id":"L25A01808","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-09-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"martin-karina@hotmail.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:35-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Karina multiple times but was unable to have a clear conversation due to inaudible responses from the user. The call ended without any meaningful interaction or completion of the intended purpose.","aitm_callsummarytitle":"Unsuccessful call due to inaudible responses","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","old_int_code":"6","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ddad65c5deed7c363c106bff078","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ddad65c5deed7c363c106bff078"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","old_do_id":"L25A02853","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"AST","blocnote":"Aug 13 2025 completed\n2026 May 08 callback scheduled for Pamela on May 11 at 9:00 AM\n2026 May 11 contact not renewing due to retirement","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T09:31:43-04:00","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":"1","age_range":"Preferred not to say","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":"01","npi_email_temp":"pramberan@truenorthimaging.com","number_of_passed_courses":"0","trc":"False","wera":"False","called_by":"Tri","aitm_status_called":"2026-05-11T09:31:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_call_back_date_and_time":"2026-05-11T09:00:00-04:00","npi_call_back_time_hour":"09","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent called Pamela regarding her lapsed Associate membership with the National Payroll Institute. Pamela informed the agent that she is retiring and therefore not interested in renewing. The call ended shortly after this exchange.","aitm_callsummarytitle":"Membership not renewed due to retirement","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"10","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_121ce6afbe9097f2eda7a949a4f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_121ce6afbe9097f2eda7a949a4f","onesentencenotrenewed":"Contact is retiring and therefore not renewing membership.","initialvalue":"Other","othermemberbenefit":"Retiring","astotherreasonsnottorenew":"Retiring","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29040","email":"sweekrithi29@gmail.com","first_name":"Sweekrithi","last_name":"Shetty","phone":"6047549665","orgname":"Aquavolt Engineering Ltd.","customer_acct_name":"Aquavolt Engineering Ltd.","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Sweekrithi Shetty, PCP","members_type":"PRO","city_1":"Surrey","province":"BC","language":"English","phone_2":"6044462527","new_member_date_2":"2024-03-08","pipeline_2_members_only_ast":"","area_code":"604","time_zone":"5","individual_id":"239906","intcode":"06","blocnote":"may 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-16T12:04:00-04:00","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","canceldate":"2018-03-02","nonactive_reason":"AST->CAND\/PRO","cpa_certification":"PCP","paid_thru":"2027-02-28","old_do_id":"L25P02305","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2507386","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2018-03-16","last_act_type":"2026-02-18","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2016-02-28","pf1_status":"P","pf1_completion_date":"2017-03-05","pf2_status":"P","pf2_completion_date":"2017-06-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-07-21","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sweekrithi29@gmail.com","pcl_completion_date_5":"2021-02-28","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"16383","email":"wardlorraine@live.com","first_name":"Lorraine","last_name":"Ward","phone":"2506998747","orgname":"Stellat'en First Nation","customer_acct_name":"Stellat'en First Nation","tags":"Fixed deal, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"extension_phone_1":"26","full_name":"Lorraine Ward","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2010-09-28","do_id":"L25O01994","individual_id":"175855","members_type":"CORP","time_zone":"5","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502000","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"May 26 2025 busy call back\r\nmay 26 2025 called back\r\nAug 11 2025 vm\r\nLN Oct 9 2025 Survey completed She is now in upper management but  will review with employer about having membership again.\r\nShe said that it was good for getting info on U.S payroll as well.","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T12:47:00-04:00","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25O01994","temp_intcode_for_auto_old_int_code":"01","organization_id":"175854","pds_august":"5","phone_2":"2506996208","pds_september":"5","sendapplicationform":"2025-10-09T12:31:00-04:00","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":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am now in upper management.","hardtoparticipateevents":"No","engagingstrategiesspecify":"More info on overtime and things like that.","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","pcl_status":"P","pcl_completion_date":"2012-04-04","number_of_passed_courses":"1","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"wardlorraine@live.com","pcl_completion_date_5":"2017-04-04","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"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":"2023-09-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"julie.loyola@fundserv.com","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"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":"2027-03-31","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":"2026-05-26","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","npi_email_temp":"tina.filis@gmail.com","pcl_completion_date_5":"2014-09-29","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2020-02-29"}},"seriesid":"163"}
{"contact":{"id":"29659","email":"jeannette.ellis@rogers.com","first_name":"Jeannette","last_name":"Ellis","phone":"6474996671","orgname":"Schleese Saddlery Service","customer_acct_name":"Schleese Saddlery Service","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0428","full_name":"Jeannette Ellis","members_type":"AST","city_1":"Cookstown","province":"ON","language":"English","phone_2":"6479986437","lead_status":"Renewed APX","new_member_date_2":"2023-06-15","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"249413","no_email_solicitation":"False","pds_march":"1","area_code":"647","time_zone":"2","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-22T10:48:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T10:44:00-04:00","blocnote":"May 6 2026 completed with both email sent","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"Yes","pipeline_1_lapsed_members":"Renewed lapsed","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":"AST0428","temp_intcode_for_auto_old_int_code":"31","pds_september":"1","last_infoline_date_type":"2026-03-02","last_act_type":"2026-03-02","number_of_passed_courses":"0","pds_october":"1","date_of_renewal_identification":"2025-11-13","telemarketing_call_date":"2026-05-06","trc":"False","wera":"False","sendaidate":"2026-05-06T10:43:38-04:00","pds_november":"1","sendaigeneral":"2026-05-06T10:43:00-04:00","senddecemberemail":"2025-12-09T11:24:36-05:00","sendcandapplicationform":"2026-05-06T10:43:00-04:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"4","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"jeannette.ellis@rogers.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","sendaiemail":"2026-05-06T10:43:37-04:00"}},"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":"2022-02-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"liaojianyun@hotmail.com","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"seriesid":"163"}
{"contact":{"id":"17195","email":"wwang@shanghaienergycorporation.com","first_name":"Wendy","last_name":"Wang","phone":"5874759988","orgname":"Shanghai Energy Corporation","customer_acct_name":"Shanghai Energy Corporation","tags":"Fixed deal, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Wendy Wang","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2022-06-17","domain_1":"shanghaienergycorporation.com","do_id":"L25O02119","time_zone":"5","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501954","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02119","individual_id":"261379","organization_id":"261378","pds_august":"2","members_type":"CORP","pds_september":"2","last_act_type":"2020-04-20","intcode":"06","blocnote":"LN Oct 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T16:49:00-04:00","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":"wwang@shanghaienergycorporation.com","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10087","email":"panwen909@gmail.com","first_name":"Lin","last_name":"Pan","phone":"6139795235","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":"LB2503704","full_name":"Lin Pan","language":"English","origin":"Lapsed Spring 2024","individual_id":"316659","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001858","members_type":"CAND","province":"ON","area_code":"613","time_zone":"2","phone_2":"6139795235","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"13 March 2025 VM\r\n26 March 2025 VM\r\n07 April 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T13:47:00-04:00","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":"she was trying to look for a new job","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":"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":"2023-11-02","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":"LB2503704","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-09","pcl_status":"P","pcl_completion_date":"2022-12-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"panwen909@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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":"2026-02-20","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","latest_paid_thru":"2025-03-31"}},"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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"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","latest_paid_thru":"2021-03-31","company_paid_thru":"2021-03-31","corp_cancel_date":"2021-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29576","email":"bonnie.thompson@hexion.com","first_name":"Bonnie","last_name":"Thompson","phone":"7802338962","orgname":"Hexion Canada","customer_acct_name":"Hexion 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":"AST1412","full_name":"Bonnie Thompson, CPHR Alberta","members_type":"AST","city_1":"Sherwood Park","province":"AB","language":"English","phone_2":"7808865547","lead_status":"Member","new_member_date_2":"2021-03-01","pipeline_2_members_only_ast":"Ongoing member to be called","last_engaged_date":"2025-10-01","individual_id":"298570","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"29 April 2025 VM\r\n02 May 2025 VM\r\n05 May 2025 She didn't want to talk","dhmsfin_telemarketing_last_contacted_date":"2025-05-05T17:55:00-04:00","intcode":"11","nationalconferenceattend":"No","resources_tools_may":"1","pipeline_1_lapsed_members":"","old_int_code":"2","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1412","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2025-02-05","last_act_type":"2025-09-12","telemarketing_call_date":"2025-05-05","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:39-05:00","npi_email_temp":"bonnie.thompson@hexion.com","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"6611","email":"jolene.sutcliffe@tn-bc.ca","first_name":"Jolene","last_name":"Sutcliffe","phone":"6044839646","orgname":"Sliammon First Nation","customer_acct_name":"Sliammon First Nation","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01998","full_name":"Jolene Sutcliffe","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2013-09-03","domain_1":"tn-bc.ca","individual_id":"218371","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501960","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25O01998","organization_id":"218370","pds_august":"2","members_type":"CORP","pds_september":"2","intcode":"06","blocnote":"Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T12:45:00-04:00","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":"jolene.sutcliffe@tn-bc.ca","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10980","email":"22tu22@gmail.com","first_name":"Ivan","last_name":"Tu","phone":"7783865738","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"do_id":"L25P02438","full_name":"Ivan Tu","language":"English","origin":"Lapsed Spring 2024","individual_id":"184990","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-13","old_do_id":"LB2503907","members_type":"PRO","province":"BC","area_code":"778","time_zone":"5","phone_2":"7783865738","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","cpa_certification":"CPM","cert_status":"WITHDRAWN","intcode":"06","blocnote":"17 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\n2026 May 12 call reached voicemail, no conversation\n2026 May 12 call reached voicemail, no contact made\n2026 May 14 - short call, voicemail reached\n2026 May 14 - reached voicemail; contact said unable to take call.\n2026 May 19 reached voicemail, no conversation.\n2026 May 19 call reached voicemail after brief interaction\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact - no NPI#","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:09-04:00","new_member_date_2":"2018-01-17","temp_do_id_for_auto_old_do_id":"L25P02438","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-05-31","pcl_status":"P","pcl_completion_date":"2011-09-08","pf1_status":"P","pf1_completion_date":"2012-01-03","pf2_status":"P","pf2_completion_date":"2012-04-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-11-17","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"22tu22@gmail.com","pcl_completion_date_5":"2016-09-08","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-21T12:47:08-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached voicemail and was not answered by the contact. No conversation or renewal discussion 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","session_id":"call_281c9c41aeed7a4c9a27d69da5b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_281c9c41aeed7a4c9a27d69da5b","mini_nps":"3","initialvalue":"Other","age_range":"Preferred not to say","onesentencenotrenewed":"Contact unavailable to speak.","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact did not provide reason (voicemail).","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"11067","email":"steve.smith@nfld.net","first_name":"Steve","last_name":"Smith","phone":"7097470178","orgname":"Strategic Business Management","customer_acct_name":"Strategic Business Management","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06857","province":"NL","full_name":"Steve Smith","language":"English","origin":"2023 lapsed Members","domain_1":"nfld.net","lapsed_expiration_date":"2023-02-02","individual_id":"308330","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502810","time_zone":"1","members_type":"CAND","area_code":"709","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:22:00-05:00","canceldate":"2023-02-02","paid_thru":"2022-11-30","new_member_date_2":"2021-12-22","temp_do_id_for_auto_old_do_id":"L25C06857","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-12-22","pcl_status":"F","pcl_completion_date":"2022-04-05","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"16","npi_email_temp":"steve.smith@nfld.net","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"10060","email":"paigestubbington@gmail.com","first_name":"Paige","last_name":"Stubbington","phone":"4036125185","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":"Paige Stubbington","language":"English","origin":"Lapsed Spring 2024","individual_id":"320308","region":"CDN","lead_status":"Refused","old_do_id":"L25C07603","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4036125185","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 vm","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:42:00-05:00","new_member_date_2":"2023-01-24","temp_do_id_for_auto_old_do_id":"L25C07603","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-24","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","npi_email_temp":"paigestubbington@gmail.com","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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","latest_paid_thru":"2022-10-31"}},"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, TMAI","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":"16","blocnote":"May 28 2025 Rina 's name not in directory\r\nAug 12 2025 vm\r\nLN Oct 15 2025 vm\n2026 May 08 call to Saint John Ambulance, Rina Singh not available at customer care or branch","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:43-04:00","pds_july":"5","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00221","temp_intcode_for_auto_old_int_code":"16","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","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Saint John Ambulance to speak with Rina Singh but was informed that she was not available at the customer care or branch location. The call ended after confirming that Rina Singh could not be reached there.","aitm_callsummarytitle":"Unable to reach Rina Singh at Saint John Ambulance","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a9609e47f9aa6db5b9495d4a3df","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a9609e47f9aa6db5b9495d4a3df","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8429","email":"fharmon@sourdoughadministrative.ca","first_name":"Fiona","last_name":"Harmon","phone":"8673356261","orgname":"Avail Administrative Services","customer_acct_name":"Avail Administrative Services","tags":"CSV imported, NPIdealed, 250515 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01690","province":"BC","full_name":"Fiona Harmon","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-05-10","domain_1":"sourdoughadministrative.ca","lapsed_expiration_date":"2022-07-05","individual_id":"275937","area_code":"867","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501797","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"13 May 2025 Not authorized to dial this number","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T12:48:00-04:00","old_int_code":"8","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01690","temp_intcode_for_auto_old_int_code":"0","organization_id":"275936","last_infoline_date_type":"2020-01-23","last_act_type":"2020-01-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fharmon@sourdoughadministrative.ca","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6870","email":"kamilaburetta@gmail.com","first_name":"Kamila","last_name":"Buretta","phone":"6137282000","orgname":"CLV Group","customer_acct_name":"CLV Group","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00232","province":"ON","full_name":"Kamila Buretta","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2003-12-23","lapsed_expiration_date":"2021-02-02","individual_id":"72061","area_code":"855","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00944","time_zone":"2","members_type":"CORP","new_member_date_2":"2004-02-04","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 12 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:44:00-05:00","canceldate":"2005-02-01","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25O00232","temp_intcode_for_auto_old_int_code":"6","cert_status":"WITHDRAWN","organization_id":"71373","cpa_certification":"PCP","pds_august":"12","phone_2":"6138683946","pds_september":"12","last_act_type":"2022-01-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-07-17","number_of_passed_courses":"1","pds_october":"12","trc":"False","wera":"False","pds_november":"12","npi_email_temp":"kamilaburetta@gmail.com","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","company_paid_thru":"2020-11-30","corp_cancel_date":"2021-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10463","email":"djackson@acessjobs.ca","first_name":"Deanne","last_name":"Jackson","phone":"6135752626","orgname":"Akwesasne Area Management Board","customer_acct_name":"Akwesasne Area Management Board","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O00317","province":"ON","extension_phone_1":"212","full_name":"Deanne Jackson","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1999-03-01","domain_1":"acessjobs.ca","lapsed_expiration_date":"2023-05-02","individual_id":"97016","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00363","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T14:50:21-04:00","blocnote":"Jan 20 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 27 February 2025 VM\n 28 February 2025 VM\n 26 March 2025 On vacation till March 31","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00317","temp_intcode_for_auto_old_int_code":"6","organization_id":"25316","pds_august":"2","pds_september":"2","last_act_type":"2023-04-13","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"djackson@acessjobs.ca","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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\n2026 May 08 call disconnected after initial greeting attempt","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:00-04:00","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","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":"15","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":"15","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","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:00-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Maryl\u00e8ne but the call ended shortly after the initial greeting and confirmation attempt without any further conversation.","aitm_callsummarytitle":"Call disconnected after initial greeting","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8c877fd71f466187672a58cf2f5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8c877fd71f466187672a58cf2f5","number_of_calls_reached":"1"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call initiated but no conversation beyond greeting.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:42-04:00","intcode":"15","temp_do_id_for_auto_old_do_id":"L25A02555","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2020-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent initiated the call and asked to speak with Yujuan, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call initiated but no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e85c2713b3dfefafa124d704034","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e85c2713b3dfefafa124d704034","onesentencenotrenewed":"No conversation occurred to determine renewal interest.","initialvalue":"Other","othermemberbenefit":"No information provided.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"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":"2021-04-10","last_act_type":"2022-11-04","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","latest_paid_thru":"2021-12-31"}},"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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"11007","email":"payroll@mccormickcare.ca","first_name":"Sean","last_name":"Allen","phone":"5194322648","orgname":"McCormick Home","customer_acct_name":"McCormick Home","tags":"CSV imported, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01631","province":"ON","full_name":"Sean Allen","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1997-08-26","domain_1":"mccormickcare.ca","lapsed_expiration_date":"2022-11-02","individual_id":"187730","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500949","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":"2025-10-08T13:28:00-04:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O01631","temp_intcode_for_auto_old_int_code":"6","organization_id":"12456","pds_august":"2","pds_september":"2","last_infoline_date_type":"2022-03-24","last_act_type":"2022-10-20","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"payroll@mccormickcare.ca","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"seriesid":"163"}
{"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, TMAI","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":"06","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.\n2026 May 08 contact was busy and declined to continue the call.\n2026 May 11 voicemail reached, no conversation\n2026 May 11 voicemail reached at 6049975195\n2026 May 13 call reached voicemail\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 voicemail reached, no human interaction\n2026 May 15 call reached voicemail, no contact made.\n2026 May 19 call reached voicemail\n2026 May 19 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T18:12:02-04:00","pds_july":"1","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25A02561","temp_intcode_for_auto_old_int_code":"06","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","latest_paid_thru":"2020-04-30","called_by":"Tri","aitm_status_called":"2026-05-19T18:27:06-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"9","npi_transcriptsummary":"The call reached voicemail and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no human interaction","notrenewedwanttorenew":"No","onesentencenotrenewed":"No conversation occurred as the call went to voicemail.","npi_voicemaildetection":"Yes","old_int_code":"03","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1ac4009b67cf0ec1efb23396414","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1ac4009b67cf0ec1efb23396414","number_of_calls_reached":"1","mini_nps":"3","initialvalue":"Other","othermemberbenefit":"No interaction to determine.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"11035","email":"shanmarquez21@gmail.com","first_name":"Mae","last_name":"Marquez","phone":"6479046539","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":{"full_name":"Mae Marquez","language":"English","origin":"Lapsed Spring 2024","individual_id":"316529","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"L25C06366","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6479046539","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T08:57:00-05:00","temp_do_id_for_auto_old_do_id":"L25C06366","temp_intcode_for_auto_old_int_code":"21","canceldate":"2024-03-02","new_member_date_2":"2023-01-10","paid_thru":"2023-12-31","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":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"Financial factors.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I pursued a different career.","hardtoparticipateevents":"No","engagingstrategiesspecify":"More resources to help make information understandable.","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","old_int_code":"06","last_act_type":"2023-02-06","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"F","pf1_completion_date":"2022-11-27","pf2_status":"F","pf2_completion_date":"2023-02-23","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":"shanmarquez21@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"8590","email":"kennheat@hotmail.com","first_name":"Heather","last_name":"Roy","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502882","full_name":"Heather Roy","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2012-04-05","individual_id":"197867","region":"CDN","lead_status":"Refused","old_do_id":"C16375","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","paid_thru":"2020-03-31","new_member_date_2":"2012-04-05","temp_do_id_for_auto_old_do_id":"LB2502882","temp_intcode_for_auto_old_int_code":"21","phone_2":"4162258660","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2012-08-07","pf1_status":"P","pf1_completion_date":"2013-01-08","pf2_status":"P","pf2_completion_date":"2013-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-04-04","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"kennheat@hotmail.com","pcl_completion_date_5":"2017-08-07","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"266791","no_email_solicitation":"False","time_zone":"2","intcode":"05","blocnote":"May 1 2026 vm\r\nMay 22 2026 No answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T12:46:00-04:00","pipeline_1_lapsed_members":"","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"No","old_int_code":"06","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":"05","last_infoline_date_type":"2023-11-04","last_act_type":"2025-08-27","telemarketing_call_date":"2026-05-22","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","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"6775","email":"jugini11may@yahoo.ca","first_name":"Leticia","last_name":"Kenneth","phone":"5197639742","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503044","full_name":"Leticia Kenneth","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2013-11-28","individual_id":"216782","region":"CDN","lead_status":"Refused","old_do_id":"C17616","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":"2013-11-28","temp_do_id_for_auto_old_do_id":"LB2503044","temp_intcode_for_auto_old_int_code":"21","phone_2":"5197639742","last_act_type":"2021-01-10","pcl_status":"P","pcl_completion_date":"2013-08-22","pf1_status":"P","pf1_completion_date":"2013-09-16","pf2_status":"P","pf2_completion_date":"2013-10-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-11-28","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"jugini11may@yahoo.ca","pcl_completion_date_5":"2018-08-22","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"247715","canceldate":"2018-12-04","no_email_solicitation":"False","area_code":"201","time_zone":"2","blocnote":"May 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:31:00-04:00","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":"06","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":"06","last_infoline_date_type":"2025-01-23","last_act_type":"2026-02-23","telemarketing_call_date":"2026-05-01","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","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"8535","email":"marshelicaphillips@yahoo.com","first_name":"Marshelica","last_name":"Philllips","phone":"6476541509","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":"LB2503298","full_name":"Marshelica Philllips","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"311485","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000530","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6476541509","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:30:00-04:00","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"11 March 2025 Number not on service","notrenewedother":"Phone cannot be recovered","canceldate":"2023-05-02","paid_thru":"2023-02-28","new_member_date_2":"2022-03-28","temp_do_id_for_auto_old_do_id":"LB2503298","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-03-25","pcl_status":"F","pcl_completion_date":"2022-06-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"marshelicaphillips@yahoo.com","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"29143","email":"sitasivakumar823@gmail.com","first_name":"Sita","last_name":"Sivakumar","phone":"6478186281","orgname":"","customer_acct_name":"","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":"L25A00261","old_do_id":"AST1325","full_name":"Sita Sivakumar","members_type":"AST","city_1":"Vaughan","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-01-08","individual_id":"332964","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":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:41-04:00","phone_2":"6478186281","temp_do_id_for_auto_old_do_id":"L25A00261","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-03-19","blocnote":"LN \/ 29 October 2025 she was at work - call back\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 Agent reached Sita, started survey but call ended early","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sitasivakumar823@gmail.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent reached Sita and introduced the purpose of the call regarding her lapsed Associate membership with the National Payroll Institute. The user agreed to proceed, and the agent began asking the first survey question before the call ended shortly after.","aitm_callsummarytitle":"Call started but ended early during survey","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_296ae553c715b54a45bf0129f92","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_296ae553c715b54a45bf0129f92","old_int_code":"6","number_of_calls_reached":"1"}},"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, 260522 Lapsed DEL","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":"LB2507318","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":"","temp_do_id_for_auto_old_do_id":"LB2507318","organization_id":"5389","cpa_certification":"PCP","phone_2":"6477820350","last_act_type":"2026-04-05","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","npi_email_temp":"staisha.k@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"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":"2022-08-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tjmcredmond@crossroadsinsurance.ca","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"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","latest_paid_thru":"2023-12-31"}},"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","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10458","email":"jiaqinice@gmail.com","first_name":"Qi","last_name":"Jia","phone":"6043700888","orgname":"Michael Gao Inc.","customer_acct_name":"Michael Gao Inc.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500504","province":"BC","full_name":"Qi Jia","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"254082","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00199","time_zone":"5","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-09-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"May 21 2025 Advised that Michael Gao is busy and the name Qi Jia maybe not in directory\r\nLN Oct 7 2025 He said he is close to retiring that is why he did not renew.","dhmsfin_telemarketing_last_contacted_date":"2025-10-07T13:16:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-06-30","new_member_date_2":"2017-07-14","temp_do_id_for_auto_old_do_id":"LB2500504","temp_intcode_for_auto_old_int_code":"21","phone_2":"6043672845","last_act_type":"2022-01-12","old_int_code":"10","pcl_status":"P","pcl_completion_date":"2017-10-16","pf1_status":"P","pf1_completion_date":"2017-10-16","pf2_status":"P","pf2_completion_date":"2018-01-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-11-30","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jiaqinice@gmail.com","pcl_completion_date_5":"2022-10-16","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"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":"2021-10-08","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","latest_paid_thru":"2022-07-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call started, agent introduced herself and mentioned lapsed membership, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","intcode":"15","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":"15","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","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:21:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Kristy and introduced herself, mentioning the lapsed Associate membership and the intent to ask 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","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_37c6c08c3ab7e8f9a79d15ac6cf","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_37c6c08c3ab7e8f9a79d15ac6cf","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29676","email":"karine.tremblay@rtcquebec.ca","first_name":"Karine","last_name":"Tremblay","phone":"4186272351","orgname":"Reseau de Transport de la Capitale","customer_acct_name":"Reseau de Transport de la Capitale","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1432","full_name":"Karine Tremblay","members_type":"AST","city_1":"Qu\u00e9bec","province":"QC","language":"French","phone_2":"4185595602","lead_status":"Renewed APX","new_member_date_2":"2022-04-13","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"312038","no_email_solicitation":"False","area_code":"418","time_zone":"2","intcode":"06","blocnote":"ai. 16 oct 2025 bv\r\n23 oct 2325 bv\r\n30 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:02:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2027-03-31","extension_phone_1":"4907","temp_do_id_for_auto_old_do_id":"AST1432","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2026-05-26","last_act_type":"2026-05-26","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:55-05:00","npi_email_temp":"karine.tremblay@rtcquebec.ca","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-03-04","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"16372","email":"kathy@flushby.com","first_name":"Kathy","last_name":"Paniak","phone":"7808752596","orgname":"Lash Enterprises Ltd","customer_acct_name":"Lash Enterprises Ltd","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Kathy Paniak","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2010-06-11","domain_1":"flushby.com","attended_webinar":"Yes","lapsed_expiration_date":"2022-08-03","do_id":"L25O01663","individual_id":"170867","time_zone":"4","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500210","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 26 2025 vm\r\nAug 11 2025 not in the office today\r\nAug 28 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T11:31:00-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O01663","temp_intcode_for_auto_old_int_code":"6","organization_id":"170866","last_act_type":"2022-07-15","pcl_status":"P","pcl_completion_date":"2010-10-04","pf1_status":"P","pf1_completion_date":"2012-11-27","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"kathy@flushby.com","pcl_completion_date_5":"2015-10-04","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"11044","email":"l_kishi@hotmail.com","first_name":"Lenny","last_name":"Kishi","phone":"6049613400","orgname":"","customer_acct_name":"","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":"L25P02468","full_name":"Lenny Kishi","language":"English","origin":"Lapsed Spring 2024","individual_id":"192266","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503910","members_type":"PRO","province":"BC","area_code":"604","time_zone":"5","phone_2":"6049613400","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"17 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 November 2025 VM\n2026 May 25 reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact with Lenny.","paid_thru":"2023-10-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:09-04:00","new_member_date_2":"2011-11-08","temp_do_id_for_auto_old_do_id":"L25P02468","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-04-04","pcl_status":"P","pcl_completion_date":"2012-04-18","pf1_status":"P","pf1_completion_date":"2012-07-23","pf2_status":"P","pf2_completion_date":"2013-05-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-02-19","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"l_kishi@hotmail.com","pcl_completion_date_5":"2017-04-18","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","thewithdrawaldate":"2024-01-05","aitm_status_called":"2026-05-25T14:32:05-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call reached voicemail and no conversation with the intended contact occurred.","aitm_callsummarytitle":"Voicemail reached, no contact","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d89302cbf2675a049639bdea960","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d89302cbf2675a049639bdea960","number_of_total_call_attempts":"2","notrenewedwanttorenew":"No"}},"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","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"29138","email":"golf@srpl.ca","first_name":"Marika","last_name":"Sisi","phone":"4504681142","orgname":"Societe Rive et Parcs de Longueuil","customer_acct_name":"Societe Rive et Parcs de Longueuil","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert19, 2512 Active AST approached, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Marika Sisi","members_type":"CORP","city_1":"Longueuil","province":"QC","language":"French","phone_2":"4506568112","lead_status":"Not Relevant","last_engaged_date":"2025-02-27","new_member_date_2":"2022-03-08","pipeline_2_members_only_ast":"","no_email_solicitation":"False","area_code":"450","time_zone":"2","individual_id":"232051","intcode":"99","pipeline_1_lapsed_members":"","canceldate":"2026-03-17","sendjulyemail":"2025-07-10T15:09:00-04:00","blocnote":"ai. 15 oct 2025 bv","sendmayemail":"2025-07-10T15:09:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","dhmsfin_telemarketing_last_contacted_date":"2025-10-22T10:14:00-04:00","full_name_2":" ","paid_thru":"2027-02-28","extension_phone_1":"222","temp_do_id_for_auto_old_do_id":"AST1324","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2023-04-14","last_act_type":"2026-03-20","telemarketing_call_date":"2025-10-22","old_int_code":"16","pcl_status":"P","pcl_completion_date":"2015-06-01","pf1_status":"F","pf1_completion_date":"2017-12-24","number_of_passed_courses":"1","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:53-05:00","npi_email_temp":"golf@srpl.ca","organization_id":"360667","date_of_renewal_identification":"2026-03-18","old_do_id":"AST1324","pcl_completion_date_5":"2020-06-01","formatted_paid_thru":"28\/02\/2027","company_paid_thru":"2027-02-28","latest_paid_thru":"2027-02-28","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"10012","email":"janemycare@outlook.com","first_name":"Jane","last_name":"Yule","phone":"9053564995","orgname":"My Care Dental","customer_acct_name":"My Care Dental","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01668","province":"ON","full_name":"Jane Yule","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-06-06","lapsed_expiration_date":"2022-08-03","individual_id":"276736","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501053","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"11","blocnote":"May 21 2025 in a meeting\r\nAug 6 2025 Advised their payroll is done by Dentalcorp now","dhmsfin_telemarketing_last_contacted_date":"2025-08-06T18:35:00-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O01668","temp_intcode_for_auto_old_int_code":"11","organization_id":"276734","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"janemycare@outlook.com","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6536","email":"trinapoganiatz@mymts.net","first_name":"Trina","last_name":"Poganiatz","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502969","full_name":"Trina Poganiatz","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2005-08-30","individual_id":"93128","region":"CDN","lead_status":"Refused","old_do_id":"C16505","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-09-02","province":"MB","cpa_certification":"CPM","cert_status":"WITHDRAWN","time_zone":"3","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"1","paid_thru":"2020-06-30","new_member_date_2":"2005-08-30","temp_do_id_for_auto_old_do_id":"LB2502969","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"2042543259","pds_september":"1","last_act_type":"2020-01-12","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"trinapoganiatz@mymts.net","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30"}},"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, TMAI","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":"16","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 .\n2026 May 08 call reached automated system, no human answered\n2026 May 11 call reached company automated system, no human conversation with Paresh.\n2026 May 13 contact answered but requested callback at 11:06 - no renewal discussion\n2026 May 13 call initiated but no conversation with Paresh, call ended early\n2026 May 15 call to Sunray Group, no contact for Paresh Bhavsar found.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:06:42-04:00","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":"16","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","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T11:06:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent called Sunray Group asking for Paresh Bhavsar but was connected to Natalie who confirmed that Paresh is not available and they do not have contact information for him. The call ended after the agent thanked Natalie for her help.","aitm_callsummarytitle":"No contact for Paresh Bhavsar at Sunray Group","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3fe273ddc6bcb21dece0d5f4243","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3fe273ddc6bcb21dece0d5f4243","number_of_calls_reached":"4","mini_nps":"3","onesentencenotrenewed":"Contact does not have the requested person and no contact information was available.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact did not provide a reason for not renewing, requested callback instead.","age_range":"Preferred not to say","npi_call_back_date_and_time":"2026-05-13T11:06:00-04:00","npi_call_back_time_hour":"11","npi_call_back_time_minute":"06"}},"seriesid":"163"}
{"contact":{"id":"29667","email":"jessicalmason.86@gmail.com","first_name":"Jessica","last_name":"Mason","phone":"9059950174","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert3, npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Jessica Mason","members_type":"CAND","city_1":"Ajax","province":"ON","language":"English","phone_2":"9059950174","new_member_date_2":"2024-10-10","pipeline_2_members_only_ast":"","individual_id":"335974","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"ATM \/ 04 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T09:01:00-05:00","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05914","nonactive_reason":"AST->CAND\/PRO","lead_status":"Lapsed Member","paid_thru":"2025-09-30","temp_do_id_for_auto_old_do_id":"L25C08004","temp_intcode_for_auto_old_int_code":"06","date_of_renewal_identification":"","last_act_type":"2026-01-04","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":"2024-10-10","number_of_passed_courses":"4","do_id":"L25C08004","trc":"True","wera":"True","canceldate":"2025-12-02","onesentencenotrenewed":"","old_int_code":"11","npi_email_temp":"jessicalmason.86@gmail.com","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"5498","email":"juliebonneville@contant.ca","first_name":"Julie","last_name":"Bonneville","phone":"4506662000","orgname":"Groupe Contant Inc.","customer_acct_name":"Groupe Contant Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01424","province":"QC","full_name":"Julie Bonneville","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2012-02-21","domain_1":"contant.ca","attended_webinar":"No","lapsed_expiration_date":"2012-02-21","individual_id":"197245","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501437","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 25 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:18:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01424","temp_intcode_for_auto_old_int_code":"6","organization_id":"195636","pds_august":"7","pds_september":"7","last_infoline_date_type":"2020-04-05","last_act_type":"2020-04-05","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"juliebonneville@contant.ca","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
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{"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","latest_paid_thru":"2022-01-31","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30654","email":"lisadematos20@gmail.com","first_name":"Lisa","last_name":"DeMatos","phone":"6475268322","orgname":"Hyundai Capital Canada Inc.","customer_acct_name":"Hyundai Capital Canada Inc.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"303199","full_name":"Lisa DeMatos","members_type":"CAND","do_id":"L25C00194","city_1":"Brantford","province":"ON","language":"English","phone_2":"6475268322","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-09","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":"L25C00194","last_act_type":"2024-09-27","pcl_status":"P","pcl_completion_date":"2024-03-27","pf1_status":"P","pf1_completion_date":"2024-07-19","pf2_status":"P","pf2_completion_date":"2024-12-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-05-09","number_of_passed_courses":"4","intcode":"01","blocnote":"LNC Dec 5 2025 Survey completed She has completed work experiene and is going on Mat Leave","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T11:47:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","trc":"True","wera":"True","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":"Could not find 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":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"Could not find job in payroll and going on Mat leave.","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"Seminars","mini_nps":"5","age_range":"18 to 30 years","selfpayrollproficiency":"Native","old_int_code":"10","npi_email_temp":"lisadematos20@gmail.com","pcl_completion_date_5":"2029-03-27","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"8531","email":"akletexier@hotmail.com","first_name":"Angie","last_name":"LeTexier","phone":"6048665865","orgname":"Fashion Plus Merchandising Ltd.","customer_acct_name":"Fashion Plus Merchandising 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":"L25C06760","province":"BC","full_name":"Angie LeTexier","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"310314","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500294","time_zone":"5","members_type":"CAND","phone_2":"6048665865","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:20:00-05:00","paid_thru":"2023-01-31","new_member_date_2":"2022-02-23","temp_do_id_for_auto_old_do_id":"L25C06760","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-06-24","last_act_type":"2025-06-24","pcl_status":"F","pcl_completion_date":"2022-06-12","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"akletexier@hotmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"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","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2020-03-31"}},"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":"03","blocnote":"25 juin 2025 bv\n2026 May 08 call reached IVR, extension zero unavailable, no human reached","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:04-04:00","pds_july":"1","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A02349","temp_intcode_for_auto_old_int_code":"03","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","latest_paid_thru":"2022-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:04-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Melany at Energi through an automated phone system. The agent navigated the IVR menu but was unable to reach a human, as the extension zero was unavailable. The agent asked for the best date and time to reach Melany, but the call ended shortly after with a polite closing from the user.","aitm_callsummarytitle":"Unable to reach Melany at Energi","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bc182cd34f501ad61310c087a4f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bc182cd34f501ad61310c087a4f","number_of_calls_reached":"1","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"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":"2024-08-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"payables@psiconcretepumping.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"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, AI Contacts sent to TM 2026, 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":"2026-05-06","new_member_date_2":"2023-09-22","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"329616","no_email_solicitation":"False","area_code":"306","time_zone":"3","intcode":"31","blocnote":"May 6 2026 Survey completed send resource email","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T10:53:00-04:00","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":"31","last_infoline_date_type":"2023-11-24","last_act_type":"2025-04-07","telemarketing_call_date":"2026-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2026-05-06T10:53:03-04:00","npi_email_temp":"marley@longhornoilandgas.ca","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No","old_int_code":"6","sendaigeneral":"2026-05-06T10:53:00-04:00","sendaiemail":"2026-05-06T10:53:03-04:00"}},"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","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2023-11-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29591","email":"wendy.hogue@starcatholic.ab.ca","first_name":"Wendy","last_name":"Hogue","phone":"7809862500","orgname":"St. Thomas Aquinas Roman Catholic Separate School Division","customer_acct_name":"St. Thomas Aquinas Roman Catholic Separate School Division","tags":"250205 AST Members, npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02662","full_name":"Wendy Hogue","members_type":"AST","city_1":"Leduc","province":"AB","language":"English","phone_2":"7809801874","lead_status":"Lapsed Member","last_engaged_date":"2025-05-29","new_member_date_2":"2011-09-26","pipeline_2_members_only_ast":"","individual_id":"40383","no_email_solicitation":"False","pds_march":"6","area_code":"780","time_zone":"4","blocnote":"29 April 2025 VM\r\n02 May 2025 VM\r\n05 May 2025 VM\r\n12 May 2025 She won't  be able to attend\n2026 Mar 04 voicemail reached, no contact made\n2026-03-04 invalid phone destination, phone: +17809801874","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T16:57:11-05:00","intcode":"16","nationalconferenceattend":"No","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"6","old_int_code":"08","pds_july":"6","paid_thru":"2025-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"6","temp_do_id_for_auto_old_do_id":"L25A02662","temp_intcode_for_auto_old_int_code":"16","pds_september":"6","last_infoline_date_type":"2024-12-13","last_act_type":"2024-12-13","number_of_passed_courses":"0","date_of_renewal_identification":"","pds_october":"6","old_do_id":"AST0617","canceldate":"2025-11-04","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"wendy.hogue@starcatholic.ab.ca","aitm_status_called":"2026-03-04T17:07:13-05:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was made to the contact but reached voicemail, with no conversation taking place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","number_of_total_call_attempts":"2","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"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":{"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":"2023-09-03","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","latest_paid_thru":"2024-01-31"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","old_do_id":"L25A00005","time_zone":"2","members_type":"AST","new_member_date_2":"2009-12-07","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-02-02","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"01","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:26-04:00","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 contact refused to renew due to high price and not working in payroll","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A00005","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:51-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Sindhu regarding her lapsed NPI membership and conducted a survey about her membership experience. Sindhu expressed dissatisfaction mainly due to the high membership fee and her current job not involving payroll, leading to her decision not to renew. The call concluded with the agent thanking Sindhu for her feedback and ending the conversation.","aitm_callsummarytitle":"Membership Non-Renewal Due to Price and Job Role","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_8a36b7b277a6bd196d7d479ffb0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8a36b7b277a6bd196d7d479ffb0","mini_nps":"2","onesentencenotrenewed":"Membership fee is too high and currently not working in payroll.","initialvalue":"Career","age_range":"46-60","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2024-12-31"}},"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, TMAI","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":"2026-05-15T17:11:43-04:00","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\n2026 May 08 call reached voicemail, no message left\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, message left\n2026 May 11 call reached voicemail, message left\n2026 May 13 call reached voicemail, message left\n2026 May 13 call reached voicemail, message left\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 voicemail reached, message left","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","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail, where the agent left a message.","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","session_id":"call_5c3716e1aee47b408c039415fc6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5c3716e1aee47b408c039415fc6"}},"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":{"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","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"5472","email":"jtremblay@elastoproxy.com","first_name":"Jos\u00e9e","last_name":"Tremblay","phone":"4504342744","orgname":"Elasto Proxy Inc.","customer_acct_name":"Elasto Proxy Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01762","province":"QC","full_name":"Jos\u00e9e Tremblay","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2009-03-30","domain_1":"elastoproxy.com","attended_webinar":"No","lapsed_expiration_date":"2022-05-03","individual_id":"251648","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501561","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"19 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T11:20:00-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01762","temp_intcode_for_auto_old_int_code":"6","organization_id":"142778","last_act_type":"2019-01-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jtremblay@elastoproxy.com","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"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":"2022-08-10","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","latest_paid_thru":"2023-09-30"}},"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":"195477.0","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","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"18217","email":"zhangsujuanqin@gmail.com","first_name":"Sujuan","last_name":"Zhang","phone":"2049448000","orgname":"Zhang & Associates Chartered Professional Accountants Inc.","customer_acct_name":"Zhang & Associates Chartered Professional Accountants Inc.","tags":"Fixed deal, NPIdealed","ip4":"0.0.0.0","fields":{"extension_phone_1":"232","full_name":"Sujuan Zhang","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2010-05-25","do_id":"LB2502085","time_zone":"3","area_code":"204","never_call":"REFUSED","region":"CDN","lead_status":"Refused","old_do_id":"C16230","province":"MB","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-07-03","individual_id":"165136","cpa_certification":"PCP","cert_status":"WITHDRAWN","pipeline_2_members_only_ast":"","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"2","paid_thru":"2020-04-30","new_member_date_2":"2010-05-25","temp_do_id_for_auto_old_do_id":"LB2502085","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","phone_2":"2042561391","pds_september":"2","last_act_type":"2020-01-10","pcl_status":"P","pcl_completion_date":"2010-03-22","pf1_status":"P","pf1_completion_date":"2010-04-12","pf2_status":"P","pf2_completion_date":"2010-05-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-05-20","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"zhangsujuanqin@gmail.com","pcl_completion_date_5":"2015-03-22","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30"}},"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, AI Contacts sent to TM 2026, 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":"Pre-membership expiration","individual_id":"133332","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","blocnote":"June 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T12:41:00-04:00","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":"06","last_act_type":"2025-02-06","telemarketing_call_date":"2026-05-01","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":"31","trc":"False","wera":"False","npi_email_temp":"callyyu_2000@yahoo.com","pcl_completion_date_5":"2013-12-08","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16"}},"seriesid":"163"}
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{"contact":{"id":"8527","email":"ftaduran@cclgroup.com","first_name":"Francia","last_name":"Taduran","phone":"4032063054","orgname":"Connor, Clark and Lunn Financial Group Ltd.","customer_acct_name":"Connor, Clark and Lunn Financial Group Ltd.","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":"L25C06680","province":"BC","full_name":"Francia Taduran","language":"English","origin":"2023 lapsed Members","domain_1":"cclgroup.com","lapsed_expiration_date":"2023-06-02","individual_id":"312247","area_code":"403","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501273","time_zone":"4","members_type":"CAND","phone_2":"6048916421","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:48:00-05:00","paid_thru":"2023-03-31","new_member_date_2":"2022-04-25","temp_do_id_for_auto_old_do_id":"L25C06680","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-06-22","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"ftaduran@cclgroup.com","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"268220","no_email_solicitation":"False","pds_march":"5","area_code":"250","time_zone":"5","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T12:08:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T12:05:00-04:00","blocnote":"May 6 2026 vm","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"5","old_int_code":"31","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":"06","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":"2026-05-06","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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"10533","email":"diannebacruya23@gmail.com","first_name":"Dianne","last_name":"Angela Baguino","phone":"7808932691","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":"Dianne Angela Baguino","language":"English","origin":"Lapsed Spring 2024","individual_id":"322250","region":"CDN","lead_status":"Refused","old_do_id":"L25C07598","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7808932691","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","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","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T16:49:00-05:00","new_member_date_2":"2023-03-01","temp_do_id_for_auto_old_do_id":"L25C07598","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-16","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-08-23","pf2_status":"P","pf2_completion_date":"2024-02-05","number_of_passed_courses":"3","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","npi_email_temp":"diannebacruya23@gmail.com","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"29617","email":"nticman@bccpa.ca","first_name":"Norina","last_name":"Ticman","phone":"6044882616","orgname":"Chartered Professional Accountants of British Columbia","customer_acct_name":"Chartered Professional Accountants of British Columbia","tags":"payroll.ca visited, Member portal, Breaking News, 250205 AST Members, npiPartnerAccount, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"PART0005","full_name":"Norina Ticman","members_type":"AST","city_1":"Richmond","province":"BC","language":"English","phone_2":"6042779487","lead_status":"Partner","new_member_date_2":"2024-03-06","pipeline_2_members_only_ast":"","last_engaged_date":"2025-03-27","last_login_date":"2025-03-27T13:54:37-04:00","late_breaking_payroll_news_march":"4","payroll_guidelines_march":"2","individual_id":"272885","no_email_solicitation":"False","pds_march":"3","area_code":"604","time_zone":"5","intcode":"06","blocnote":"21 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T12:11:00-04:00","pipeline_1_lapsed_members":"","pds_may":"3","pds_july":"3","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"3","temp_do_id_for_auto_old_do_id":"PART0005","temp_intcode_for_auto_old_int_code":"6","pds_september":"3","last_act_type":"2026-01-29","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"nticman@bccpa.ca","old_do_id":"AST1420","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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":"2025-04-12","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","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","latest_paid_thru":"2026-01-31","cpa_certification":"PCP"}},"seriesid":"163"}
{"contact":{"id":"7099","email":"marts@embe.ca","first_name":"Martin","last_name":"Benson","phone":"4169687200","orgname":"Council of Ontario Construction Associations","customer_acct_name":"Council of Ontario Construction Associations","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02475","full_name":"Martin Benson","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2015-10-26","domain_1":"embe.ca","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502033","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"233430","canceldate":"2021-01-06","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2015-10-26","no_email_solicitation":"FALSE","cert_status":"PENDING","intcode":"16","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm\n2026 May 08 call went to voicemail, no message left\n2026-05-08 invalid phone destination, phone: +19059856034","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:00-04:00","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A02475","temp_intcode_for_auto_old_int_code":"16","phone_2":"9059856034","last_conf_date_type":"2020-06-17","last_act_type":"2020-06-01","pcl_status":"P","pcl_completion_date":"2015-05-25","pf1_status":"P","pf1_completion_date":"2015-06-15","pf2_status":"P","pf2_completion_date":"2015-07-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-09-24","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"marts@embe.ca","pcl_completion_date_5":"2020-05-25","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:26-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent attempted to reach the operations manager at COCA by pressing extension two, but the call went to voicemail. The agent decided not to leave a message and ended the call, planning to try again later.","aitm_callsummarytitle":"Call went to voicemail, no message left","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_bd519fbc1d438b51430700c49d3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bd519fbc1d438b51430700c49d3","old_int_code":"08"}},"seriesid":"163"}
{"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, TMAI","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":"15","blocnote":"Aug 13 2025 Problem with phone number\n2026 May 08 call reached Maurice at MarTech, spoke briefly, no renewal discussion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","phone_2":"778885624","temp_do_id_for_auto_old_do_id":"L25A02432","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2020-01-05","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","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent Ellen called Maurice at MarTech and confirmed speaking with Julie. The call was brief and ended without further conversation or task completion.","aitm_callsummarytitle":"Brief call with Maurice at MarTech, no renewal discussion","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Call ended before any renewal discussion.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"16","astotherreasonsnottorenew":"Call ended prematurely, no reason given.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_084e17f3f96bc9f50bae5beafcd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_084e17f3f96bc9f50bae5beafcd","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10988","email":"4jlobo@gmail.com","first_name":"Jennifer","last_name":"Lobo","phone":"4032255250","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":"Jennifer Lobo","language":"English","origin":"Lapsed Spring 2024","individual_id":"320093","area_code":"416","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-23","old_do_id":"L25C06367","time_zone":"3","province":"ON","members_type":"CAND","phone_2":"4165238028","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"27 March 2025 VM  APr 7 2025 vm\r\n14 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 VM\r\nLN \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:12:00-05:00","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-01-05","temp_do_id_for_auto_old_do_id":"L25C06367","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-01-14","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":"4jlobo@gmail.com","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"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\n2026 May 08 contact answered but Chantal no longer works here, no new contact info provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:29-04:00","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","latest_paid_thru":"2025-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:28-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Chantal but was informed that Chantal no longer works at the number. The agent asked for updated contact information but the person asked who was calling and the call ended without further information.","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","session_id":"call_dd6ac55119b6601c29ae0555b4a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_dd6ac55119b6601c29ae0555b4a"}},"seriesid":"163"}
{"contact":{"id":"10965","email":"srija.rana91@outlook.com","first_name":"Srija","last_name":"Rana","phone":"6478780831","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07576","full_name":"Srija Rana","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-11-02","individual_id":"263338","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503431","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-11-02","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-08-31","new_member_date_2":"2020-09-22","temp_do_id_for_auto_old_do_id":"L25C07576","phone_2":"6478780831","last_act_type":"2022-02-15","pcl_status":"F","pcl_completion_date":"2019-12-16","pf1_status":"F","pf1_completion_date":"2020-04-19","pf2_status":"F","pf2_completion_date":"2020-12-27","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T15:18:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"srija.rana91@outlook.com","pcl_completion_date_5":"2024-12-16","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31"}},"seriesid":"163"}
{"contact":{"id":"10543","email":"norman.jessica@hotmail.com","first_name":"Jessica","last_name":"Stevenson-Norman","phone":"7807845308","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, 250526 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500288","province":"AB","full_name":"Jessica Stevenson-Norman","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"275191","area_code":"780","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETP00232","time_zone":"4","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-06-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"16","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T11:39:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2022-03-31","new_member_date_2":"2019-04-16","temp_do_id_for_auto_old_do_id":"LB2500288","temp_intcode_for_auto_old_int_code":"16","phone_2":"7802175976","last_infoline_date_type":"2021-05-07","last_act_type":"2022-08-31","pcl_status":"P","pcl_completion_date":"2019-08-14","pf1_status":"P","pf1_completion_date":"2019-11-26","pf2_status":"P","pf2_completion_date":"2020-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-11-13","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"norman.jessica@hotmail.com","pcl_completion_date_5":"2024-08-14","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"17378","email":"daylaurie@shaw.ca","first_name":"Laurie","last_name":"Day","phone":"","orgname":"","customer_acct_name":"","tags":"Fixed deal, To be Deleted, 250221 DELETE, NPIdealed, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"full_name":"Laurie Day, PCP","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-06-03","lapsed_expiration_date":"2022-06-03","individual_id":"111897","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"LB2504897","pipeline_1_lapsed_members":"Refused Lapsed","date_of_renewal_identification":"","new_member_date_2":"2021-06-03","city_1":"Calgary","province":"AB","time_zone":"4","area_code":"403","phone_2":"4036307324","canceldate":"2026-03-03","cert_status":"WITHDRAWN","pds_july":"12","cpa_certification":"PCP","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"LB2504897","pds_august":"12","pds_september":"12","last_infoline_date_type":"2023-04-24","last_act_type":"2026-04-05","pcl_status":"P","pcl_completion_date":"2007-07-10","pf1_status":"P","pf1_completion_date":"2008-01-02","pf2_status":"P","pf2_completion_date":"2008-12-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-12-02","number_of_passed_courses":"4","pds_october":"12","intcode":"21","temp_intcode_for_auto_old_int_code":"21","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"12","npi_email_temp":"daylaurie@shaw.ca","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":"2012-07-10","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"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":"2021-04-10","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","latest_paid_thru":"2022-09-30"}},"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":"2026-12-01","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","npi_email_temp":"yodivindo@outlook.com","pcl_completion_date_5":"2020-11-09","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"11025","email":"accounting@iabs.ca","first_name":"Shaheen","last_name":"Baig","phone":"5876351107","orgname":"Integrated Accounting and Business Solutions","customer_acct_name":"Integrated Accounting and Business Solutions","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":"L25A02154","full_name":"Shaheen Baig","language":"English","origin":"Lapsed Spring 2024","domain_1":"iabs.ca","individual_id":"321714","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502682","time_zone":"4","province":"AB","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"18 March 2025 No one by that name\n2026 May 08 call reached voicemail for Nazarbit, no contact made\n2026 May 11 contact informed Shaheen no longer works there and no new contact info available","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:36:44-04:00","canceldate":"2024-02-05","new_member_date_2":"2023-02-10","no_email_solicitation":"FALSE","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A02154","old_int_code":"08","temp_intcode_for_auto_old_int_code":"08","last_infoline_date_type":"2024-01-30","last_act_type":"2024-05-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"accounting@iabs.ca","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:36:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called to reach Shaheen regarding their past membership but was informed by Matt that Shaheen no longer works there and no updated contact information was available. The call ended after this information was provided.","aitm_callsummarytitle":"No updated contact info for Shaheen","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No contact was reached as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No contact was made to discuss membership benefits.","astotherreasonsnottorenew":"No contact was reached to discuss renewal.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3a4c73511f26b45a6cdca2b9911","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3a4c73511f26b45a6cdca2b9911","number_of_calls_reached":"1","phone_2":"7806655345"}},"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","latest_paid_thru":"2021-08-31","company_paid_thru":"2021-08-31","corp_cancel_date":"2021-11-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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":"2026-05-06T09:42:00-04:00","blocnote":"May 6 2026 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 received a call and awaits to the next call","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":"2026-04-23","last_act_type":"2026-04-23","telemarketing_call_date":"2026-05-06","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","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"68092","canceldate":"2009-08-04","no_email_solicitation":"True","intcode":"06","blocnote":"Apr 30 2026 vm  May 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T09:53:00-04:00","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":"2025-05-03","last_act_type":"2025-11-19","telemarketing_call_date":"2026-05-22","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","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"29241","email":"neetu.babra@yahoo.in","first_name":"Neetu","last_name":"Babra","phone":"9053480046","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":"L25A02673","full_name":"Neetu Babra","members_type":"AST","city_1":"Brampton","province":"ON","language":"English","phone_2":"9053480046","lead_status":"Lapsed Member","new_member_date_2":"2024-09-20","pipeline_2_members_only_ast":"","individual_id":"342548","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 uninitialized voicemail, no contact made\n2026 Mar 04 call reached uninitialized voicemail, no contact made\n2026 Mar 06 call reached uninitialized voicemail, no contact made\n2026 Mar 06 call reached uninitialized voicemail, no contact made\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","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:44-04:00","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":"L25A02673","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":"AST0067","canceldate":"2025-11-04","trc":"False","wera":"False","npi_email_temp":"neetu.babra@yahoo.in","aitm_status_called":"2026-03-11T15:16:48-04:00","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\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
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{"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, TMAI","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\n2026 May 08 call reached voicemail, no human answer\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","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","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:39-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0df617e71445527a86ed4b60a15","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0df617e71445527a86ed4b60a15"}},"seriesid":"163"}
{"contact":{"id":"29624","email":"reem@eissap.ca","first_name":"Reem","last_name":"Eissa","phone":"5145687452","orgname":"Eissap Inc.","customer_acct_name":"Eissap Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0421","full_name":"Reem Eissa","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"5145687452","lead_status":"Renewed APX","new_member_date_2":"2024-01-09","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"318484","no_email_solicitation":"False","area_code":"514","time_zone":"2","last_engaged_date":"2025-05-08","intcode":"99","pipeline_1_lapsed_members":"","paid_thru":"2026-12-31","sendjulyemail":"2025-08-27T11:27:00-04:00","blocnote":"px10 dec 2025 bv","sendmayemail":"2025-08-27T11:27:00-04:00","email2":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:51:00-05:00","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST0421","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2026-03-03","last_act_type":"2026-03-03","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"reem@eissap.ca","date_of_renewal_identification":"2026-02-25","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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, AI Contacts sent to TM 2026, 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":"2026-05-25","last_act_type":"2026-05-25","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","latest_paid_thru":"2026-10-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"30489","no_email_solicitation":"False","pds_march":"1","time_zone":"5","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T12:27:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"1","old_int_code":"99","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":"06","pds_september":"1","last_infoline_date_type":"2026-04-17","last_act_type":"2026-04-17","telemarketing_call_date":"2026-05-01","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","latest_paid_thru":"2027-01-31"}},"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","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"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":"2025-02-10","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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"17949","email":"millashirg@gmail.com","first_name":"Lyudmila","last_name":"Shirgazina","phone":"7808070274","orgname":"WEST END NISSAN","customer_acct_name":"WEST END NISSAN","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Lyudmila Shirgazina","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2022-06-20","attended_webinar":"Yes","do_id":"L25A02462","individual_id":"230230","members_type":"AST","time_zone":"4","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502919","last_engaged_date":"2025-02-11","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-01-06","new_member_date_2":"2014-11-10","no_email_solicitation":"FALSE","province":"AB","paid_thru":"2020-10-31","intcode":"02","blocnote":"Aug 14 2025 vm\r\nOct 31 2025 vm\n2026 May 08 contact answered, updated email, wants to renew and sent application form - NPI# 17949","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:47-04:00","temp_do_id_for_auto_old_do_id":"L25A02462","temp_intcode_for_auto_old_int_code":"02","phone_2":"7808070274","last_act_type":"2019-06-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"millashirg@gmail.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","sendapplicationform":"2026-05-08T13:23:00-04:00","npi_transcriptsummary":"The agent contacted Lyudmila to discuss her lapsed Associate membership with the National Payroll Institute. Lyudmila answered the survey questions, expressed interest in renewing, updated her email address, and the agent sent her the renewal application form via email. The call concluded successfully with a polite exchange.","aitm_callsummarytitle":"Membership Renewal and Email Update","notrenewedwanttorenew":"Yes","mini_nps":"2","initialvalue":"Stay Current","old_int_code":"6","age_range":"31-45","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_388754dc593edb7d70cc387fc81","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_388754dc593edb7d70cc387fc81","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10484","email":"rhonda.sosebee@aarons.com","first_name":"Rhonda","last_name":"Sosebee","phone":"6784023207","orgname":"Aaron's Inc.","customer_acct_name":"Aaron's 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":"L25O01558","full_name":"Rhonda Sosebee","language":"English","origin":"Lapsed Spring 2024","domain_1":"aarons.com","individual_id":"256018","area_code":"678","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502639","time_zone":"2","province":"GA","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"17 March 2025 Only by e-mail","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T10:57:00-04:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25O01558","temp_intcode_for_auto_old_int_code":"16","organization_id":"256017","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rhonda.sosebee@aarons.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10391","email":"yuan@morrisgroup.ca","first_name":"Yuan","last_name":"Wang","phone":"2045944446","orgname":"Morris Group of Companies","customer_acct_name":"Morris Group of Companies","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01840","province":"MB","full_name":"Yuan Wang","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-12-23","domain_1":"morrisgroup.ca","lapsed_expiration_date":"2022-02-02","individual_id":"295326","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500581","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"May 21 2025 vm\r\nAug 7 2025 vm\r\nLN Oct 7 2025","dhmsfin_telemarketing_last_contacted_date":"2025-10-07T11:20:00-04:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O01840","temp_intcode_for_auto_old_int_code":"10","organization_id":"284104","phone_2":"2045944446","last_act_type":"2020-11-27","old_int_code":"6","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"yuan@morrisgroup.ca","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"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":"2026-03-03","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","npi_email_temp":"reza@carnationfin.com","pcl_completion_date_5":"2030-12-13","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"9354","email":"arlene.deramas1314@gmail.com","first_name":"Arlene","last_name":"Deramas","phone":"6395400614","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07132","province":"SK","full_name":"Arlene Deramas","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"301769","area_code":"639","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-12","old_do_id":"LB2501756","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":"2021-06-11","temp_do_id_for_auto_old_do_id":"L25C07132","phone_2":"6395400614","last_act_type":"2021-11-06","pcl_status":"P","pcl_completion_date":"2021-09-05","pf1_status":"P","pf1_completion_date":"2021-09-26","pf2_status":"P","pf2_completion_date":"2021-11-28","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"arlene.deramas1314@gmail.com","pcl_completion_date_5":"2026-09-05","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"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","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"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, TMAI","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\n2026 May 08 call reached voicemail\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail of Anna Martin\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no message left\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail of Anna Marton at Platinum Technologies Inc.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:42-04:00","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","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Anna Marton but went to her confidential voicemail at Platinum Technologies Inc. No conversation took place.","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","session_id":"call_733435ec0b5e61fd1449e96192a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_733435ec0b5e61fd1449e96192a","mini_nps":"3","onesentencenotrenewed":"No conversation, voicemail reached.","initialvalue":"Other","othermemberbenefit":"No interaction to determine.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"","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":"compl\u00e9ter 22 mai 2026","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T11:47:00-04:00","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":"2026-04-03","last_act_type":"2026-04-03","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2026-05-22","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","latest_paid_thru":"2026-09-30","extension_phone_1":"","email2":"","intcode":"32","full_name_2":" ","resourceaware":"","resourcevisitedselfreport":"","temp_intcode_for_auto_old_int_code":"32"}},"seriesid":"163"}
{"contact":{"id":"10054","email":"lisa.vandervoet@outlook.com","first_name":"Lisa","last_name":"Voet","phone":"6139678973","orgname":"Academy of Learning - Belleville","customer_acct_name":"Academy of Learning - Belleville","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06720","province":"ON","full_name":"Lisa Vander Voet","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"293636","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500878","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":"2021-02-24","temp_do_id_for_auto_old_do_id":"L25C06720","phone_2":"7056320315","last_act_type":"2022-02-27","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-02-16","pf2_status":"P","pf2_completion_date":"2021-03-15","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"lisa.vandervoet@outlook.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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":"2025-04-09","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","npi_email_temp":"linsspace@hotmail.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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":"2026-09-01","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","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"6846","email":"kaleywang2014@gmail.com","first_name":"Kang","last_name":"Wang","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Kang Wang","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2013-09-06","lapsed_expiration_date":"2022-11-02","individual_id":"218504","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"LB2504003","pipeline_1_lapsed_members":"","canceldate":"2022-11-02","province":"BC","cpa_certification":"PCP","cert_status":"ACTIVE","time_zone":"5","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"2","paid_thru":"2026-11-30","new_member_date_2":"2025-12-24","temp_do_id_for_auto_old_do_id":"LB2504003","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","phone_2":"7788230228","pds_september":"2","last_act_type":"2025-12-24","pcl_status":"P","pcl_completion_date":"2014-02-18","pf1_status":"P","pf1_completion_date":"2014-06-27","pf2_status":"P","pf2_completion_date":"2014-11-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-10-08","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pds_november":"2","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"kaleywang2014@gmail.com","pcl_completion_date_5":"2019-02-18","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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, AI Contacts sent to TM 2026, 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":"2025-12-23","last_act_type":"2025-12-23","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","latest_paid_thru":"2026-07-31"}},"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, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ann Duebner","lead_status":"Lapsed Member","members_type":"AST","city_1":"Holstein","province":"IA","phone_2":"9206290212","do_id":"L25A03051","pipeline_2_members_only_ast":"","new_member_date_2":"2025-02-28","no_email_solicitation":"False","area_code":"920","time_zone":"3","language":"English","intcode":"06","blocnote":"May 4 2026 vm  May 6 2026 vm\r\nMay 12 2026 vm  May 15 2026 vm\\\r\nMay 25 2026 vm, June 2 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-02T10:18:00-04:00","pipeline_1_lapsed_members":"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":"L25A03051","temp_intcode_for_auto_old_int_code":"06","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","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","old_do_id":"AST1679","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call reached a company directory and the agent attempted to reach Ann by navigating through the automated system and speaking with a person who clarified the name. The call was disconnected shortly after without completing the intended conversation.","aitm_callsummarytitle":"Call reached company directory but disconnected early","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Call disconnected before renewal discussion could occur.","initialvalue":"Other","othermemberbenefit":"Reached company directory, no membership discussion.","old_int_code":"15","astotherreasonsnottorenew":"Call disconnected before any reason was given.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c805da93bc66b387cc6ac49bc6f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c805da93bc66b387cc6ac49bc6f","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10098","email":"cindysal73@gmail.com","first_name":"Cindy","last_name":"Salvucci","phone":"4035106132","orgname":"Wallace & Carey","customer_acct_name":"Wallace & Carey","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":"L25A02184","full_name":"Cindy Salvucci, CPA","language":"English","origin":"Lapsed Spring 2024","individual_id":"308378","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502464","time_zone":"4","province":"AB","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-02-03","new_member_date_2":"2021-12-22","no_email_solicitation":"FALSE","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\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 voicemail reached, no conversation\n2026 May 11 voicemail reached, no conversation\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no conversation\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 voicemail reached, no message left\n2026 May 15 - Call reached voicemail after brief contact identifying as Cindy.","paid_thru":"2023-11-30","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:42-04:00","temp_do_id_for_auto_old_do_id":"L25A02184","temp_intcode_for_auto_old_int_code":"6","phone_2":"4035106132","last_act_type":"2022-01-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cindysal73@gmail.com","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached a voicemail after a brief interaction where the contact identified herself as Cindy and provided a phone number. No further conversation or task completion occurred.","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","session_id":"call_a5df4322f88b636d5c696c6a6b4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a5df4322f88b636d5c696c6a6b4"}},"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","latest_paid_thru":"2024-12-31"}},"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":"2026-05-03","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","pcl_status":"E","latest_paid_thru":"2027-03-31"}},"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":"2023-07-02","last_act_type":"2023-07-02","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","latest_paid_thru":"2024-01-31"}},"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":"2026-05-01","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","old_do_id":"L25C00204","npi_email_temp":"folasayoadumeta@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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":"2027-04-30","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":"2026-05-14","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","npi_email_temp":"carlyrichmond@gmail.com","pcl_completion_date_5":"2021-07-17","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"17391","email":"dawnwatts@cogeco.ca","first_name":"Dawn","last_name":"Watts","phone":"9056394443","orgname":"","customer_acct_name":"","tags":"Fixed deal, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Dawn Watts","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2022-06-17","do_id":"LB2502059","time_zone":"2","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"C16181","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"225303","canceldate":"2020-07-03","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2014-05-09","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","intcode":"21","blocnote":"may 27 2025 he doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-05-27T11:43:00-04:00","pipeline_2_members_only_ast":"","old_int_code":"12","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"LB2502059","temp_intcode_for_auto_old_int_code":"21","phone_2":"9057300550","last_infoline_date_type":"2017-11-28","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-09-04","pf1_status":"P","pf1_completion_date":"2014-12-22","pf2_status":"P","pf2_completion_date":"2016-10-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-10-19","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"dawnwatts@cogeco.ca","pcl_completion_date_5":"2019-09-04","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30"}},"seriesid":"163"}
{"contact":{"id":"11059","email":"pedpalina@hotmail.com","first_name":"Paquito","last_name":"Edpalina","phone":"7805321500","orgname":"Klean-Rite DKI","customer_acct_name":"Klean-Rite DKI","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06921","province":"AB","full_name":"Paquito Edpalina, Acct & Payroll Admin","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"306549","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500190","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":"2021-10-26","temp_do_id_for_auto_old_do_id":"L25C06921","phone_2":"5873436347","last_act_type":"2021-10-26","pcl_status":"P","pcl_completion_date":"2022-02-06","pf1_status":"F","pf1_completion_date":"2022-05-29","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"pedpalina@hotmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"172220","no_email_solicitation":"False","pds_march":"6","time_zone":"3","intcode":"31","blocnote":"May 6 2026 Survey completed Send res. email","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T10:46:00-04:00","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":"31","pds_september":"6","last_infoline_date_type":"2024-05-16","last_act_type":"2025-10-16","telemarketing_call_date":"2026-05-06","sendaigeneral":"2026-05-06T10:46:00-04:00","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":"99","sendaidate":"2026-05-06T10:46:34-04:00","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","latest_paid_thru":"2026-11-30","resourceaware":"Yes","resourcevisitedselfreport":"Last month","sendaiemail":"2026-05-06T10:46:33-04:00"}},"seriesid":"163"}
{"contact":{"id":"9479","email":"ivana.valente@rogers.com","first_name":"Brenda","last_name":"Ivana Valente","phone":"9052525213","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":"Brenda Ivana Valente","language":"English","origin":"Lapsed Spring 2024","domain_1":"rogers.com","individual_id":"300586","region":"CDN","lead_status":"Refused","old_do_id":"L25C06568","members_type":"CAND","province":"ON","area_code":"905","time_zone":"2","phone_2":"9052525213","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","intcode":"06","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":"2023-09-30","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T15:59:00-05:00","new_member_date_2":"2022-10-12","temp_do_id_for_auto_old_do_id":"LB2505493","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-12-10","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":"2022-05-01","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2022-06-26","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2505493","npi_email_temp":"ivana.valente@rogers.com","pcl_completion_date_5":"2027-05-01","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"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","latest_paid_thru":"2023-11-30"}},"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":"2022-03-11","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","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"17612","email":"pbensonbookkeeping@gmail.com","first_name":"Philip","last_name":"Benson","phone":"6138495576","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"0.0.0.0","fields":{"city_1":"Belleville","province":"ON","language":"English","time_zone":"2","area_code":"613","region":"CDN","last_engaged_date":"2025-02-27","do_id":"L25A02976","full_name":"Philip Benson","members_type":"AST","lead_status":"Lapsed Member","new_member_date_2":"2024-02-06","pipeline_2_members_only_ast":"","individual_id":"334002","no_email_solicitation":"False","intcode":"15","blocnote":"Oct 15 2025 vm  Oct 29 2025 vm\n2026 May 08 call reached voicemail, no human answer\n2026 May 11 call started, brief introduction, call ended early - no further conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T09:36:42-04:00","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":"L25A02976","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-03-28","telemarketing_call_date":"2025-10-29","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:20-05:00","npi_email_temp":"pbensonbookkeeping@gmail.com","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST0119","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-11T09:36:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Philip and introduced herself, mentioning the lapsed Associate membership and intent to ask questions about his membership experience. The call was very brief and ended shortly after the introduction without further conversation.","aitm_callsummarytitle":"Brief introduction, call ended early","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e5c3d1b902cd68a5b64820dda28","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e5c3d1b902cd68a5b64820dda28","old_int_code":"6","number_of_calls_reached":"1"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"222564","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"3","area_code":"905","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 25 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:57:00-04:00","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":"2024-05-07","last_act_type":"2025-02-12","telemarketing_call_date":"2026-05-25","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","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"29170","email":"mmgwood13@hotmail.com","first_name":"Marina","last_name":"Greenwood","phone":"8072711249","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0557","full_name":"Marina Greenwood","members_type":"AST","city_1":"Rainy River","province":"ON","language":"English","phone_2":"8072711249","lead_status":"Renewed APX","new_member_date_2":"2018-04-02","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","sendpreexpirationemail":"2025-03-24T10:24:00-04:00","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:55:00-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","last_engaged_date":"2025-03-28","individual_id":"262203","no_email_solicitation":"False","pds_march":"1","area_code":"807","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"1","pds_july":"1","paid_thru":"2027-02-28","old_int_code":"31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0557","temp_intcode_for_auto_old_int_code":"06","sendseptemail":"2025-09-24T10:45:00-04:00","sendaidate":"2025-12-01T10:14:10-05:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","pds_september":"1","last_infoline_date_type":"2026-02-22","last_act_type":"2026-02-25","telemarketing_call_date":"2026-05-01","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","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"mmgwood13@hotmail.com","date_of_renewal_identification":"2026-02-28","pcl_completion_date_5":"2023-08-05","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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, TMAI","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":"2026-05-15T15:06:48-04:00","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","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","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:24-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went to voicemail immediately upon dialing.","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","session_id":"call_90e4ead047c2a002013bb1e09a1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_90e4ead047c2a002013bb1e09a1","mini_nps":"1","onesentencenotrenewed":"No contact was made as the call went to voicemail."}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"264435","canceldate":"2022-09-02","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:30:00-04:00","intcode":"06","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":"99","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":"06","last_act_type":"2025-12-17","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":"2026-05-01","trc":"True","wera":"False","npi_email_temp":"oarl74@yahoo.ca","pcl_completion_date_5":"2027-02-27","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"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","latest_paid_thru":"2024-12-31"}},"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":"2023-01-11","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","latest_paid_thru":"2025-01-31"}},"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, TMAI","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":"2026-05-15T15:06:44-04:00","temp_do_id_for_auto_old_do_id":"L25A02602","temp_intcode_for_auto_old_int_code":"6","phone_2":"4166042672","last_act_type":"2022-07-01","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\n2026 May 13 call reached voicemail, no human interaction","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","latest_paid_thru":"2020-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"No conversation happened.","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"ended","session_id":"call_229c0cc0fa4f859d9f2456ec773","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_229c0cc0fa4f859d9f2456ec773","aitm_callsummarytitle":"Voicemail reached, no human interaction","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No"}},"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":"2022-02-08","last_act_type":"2023-05-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"janedarroch@hotmail.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"6721","email":"k.rae@interroll.com","first_name":"Kathryn","last_name":"Rae","phone":"2892791202","orgname":"Interroll Canada Ltd.","customer_acct_name":"Interroll Canada Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02128","full_name":"Kathryn Rae","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-02-13","domain_1":"interroll.com","individual_id":"260730","area_code":"289","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501824","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-01-31","temp_do_id_for_auto_old_do_id":"L25O02128","organization_id":"145900","members_type":"CORP","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T10:54:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"k.rae@interroll.com","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31","company_paid_thru":"2020-01-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8537","email":"caughell_d@hotmail.com","first_name":"Donna","last_name":"Caughell","phone":"7804913508","orgname":"Edmonton Humane Society","customer_acct_name":"Edmonton Humane Society","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Donna Caughell","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"185263","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"L25A02363","time_zone":"4","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-05-03","new_member_date_2":"2015-03-02","no_email_solicitation":"FALSE","pds_march":"3","pipeline_2_members_only_ast":"","intcode":"01","blocnote":"May 13 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm\n2026 May 08 call reached voicemail for Dara Kono\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 contact declined to renew and ended call quickly","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T15:08:26-04:00","pds_july":"3","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A02363","temp_intcode_for_auto_old_int_code":"01","pds_august":"3","phone_2":"7809168371","pds_september":"3","last_act_type":"2021-12-02","pcl_status":"P","pcl_completion_date":"2015-07-06","pf1_status":"P","pf1_completion_date":"2015-12-21","pf2_status":"P","pf2_completion_date":"2016-12-11","number_of_passed_courses":"3","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"caughell_d@hotmail.com","pcl_completion_date_5":"2020-07-06","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-13T15:26:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The agent reached Donna and informed her about her lapsed Associate membership with the National Payroll Institute. Donna declined to continue the conversation and did not express interest in renewing. The call ended shortly after with no further questions answered.","aitm_callsummarytitle":"User Declined Membership Renewal","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_3c110736941724eb6e93bf7e563","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3c110736941724eb6e93bf7e563","mini_nps":"1","onesentencenotrenewed":"User declined to continue the conversation and did not want to renew.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"6","astotherreasonsnottorenew":"User declined to renew without providing a specific reason.","age_range":"Preferred not to say","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29279","email":"ouimet@autoprevention.org","first_name":"Martine","last_name":"Ouimet","phone":"4506729330","orgname":"Auto Pr\u00e9vention","customer_acct_name":"Auto Pr\u00e9vention","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert16, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1072","full_name":"Martine Ouimet","members_type":"AST","city_1":"Brossard","province":"QC","language":"French","phone_2":"5146610901","lead_status":"Renewed APX","new_member_date_2":"2016-10-06","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"242244","no_email_solicitation":"False","pds_march":"4","area_code":"450","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"4","pds_july":"4","paid_thru":"2026-09-30","extension_phone_1":"228","email2":"","resourceaware":"No","resourcevisitedselfreport":"","blocnote":"ai\r\n10 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T09:23:00-05:00","full_name_2":" ","old_int_code":"99","pds_august":"4","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST1072","temp_intcode_for_auto_old_int_code":"06","pds_september":"4","last_infoline_date_type":"2024-10-04","last_act_type":"2025-08-19","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:24-05:00","pds_november":"4","npi_email_temp":"ouimet@autoprevention.org","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Deborah Isgro","members_type":"AST","do_id":"L25A03087","coidnewmbrdate":"2024-03-04","city_1":"Oakville","province":"ON","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","pipeline_2_members_only_ast":"","new_member_date_2":"2025-02-20","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"15","sendaprilemail":"Yes","sendmayemail":"2025-05-28T10:54:00-04:00","blocnote":"may 28 2025 completed\n2026 May 08 voicemail reached, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call ended after initial greeting and identity confirmation attempt","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","individual_id":"85118","organization_id":"335067","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:06:45-04:00","old_int_code":"06","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":"L25A03087","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","ln_entered_date":"2026-05-03","old_do_id":"AST1620","called_by":"Tri","aitm_status_called":"2026-05-15T11:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent called Deborah but the call ended shortly after the initial greeting and confirmation attempt, with no further conversation.","aitm_callsummarytitle":"Call ended after initial greeting","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b5d304b8b16a143b92a6fddfcfb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b5d304b8b16a143b92a6fddfcfb","mini_nps":"3","number_of_calls_reached":"1","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10106","email":"juliawas@aol.com","first_name":"Julia","last_name":"Fantham","phone":"6133543301","orgname":"Lennox & Addington County General Hospital","customer_acct_name":"Lennox & Addington County General Hospital","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"do_id":"L25P02688","full_name":"Julia Fantham","language":"English","origin":"Lapsed Spring 2024","domain_1":"aol.com","individual_id":"189688","area_code":"613","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"L25O02469","time_zone":"2","province":"ON","members_type":"CORP","phone_2":"6133792908","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2024-04-02","cpa_certification":"CPM","cert_status":"WITHDRAWN","intcode":"99","blocnote":"13 March 2025 VM\r\n26 March 2025 No answer  APr 7 2025 vm\r\nApr 30 2025 vm  Aug 6 2025 vm\r\nLN Oct 14 2025 ok renewal","pipeline_2_members_only_ast":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T11:01:00-05:00","pds_july":"8","paid_thru":"2026-09-30","new_member_date_2":"2023-02-22","temp_do_id_for_auto_old_do_id":"L25P02688","temp_intcode_for_auto_old_int_code":"99","pds_august":"8","pds_september":"8","last_infoline_date_type":"2024-01-29","last_act_type":"2025-06-11","old_int_code":"24","pcl_status":"P","pcl_completion_date":"2011-10-24","pf1_status":"P","pf1_completion_date":"2011-11-30","pf2_status":"P","pf2_completion_date":"2012-02-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-05-14","number_of_passed_courses":"4","pds_october":"8","organization_id":"7891","trc":"False","wera":"False","pds_november":"8","date_of_renewal_identification":"2026-05-28","npi_email_temp":"juliawas@aol.com","pcl_completion_date_5":"2016-10-24","formatted_paid_thru":"30\/09\/2026","company_paid_thru":"2026-09-30","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"29186","email":"huanzhang66@hotmail.com","first_name":"Huan","last_name":"Zhang","phone":"3069317149","orgname":"Saskatoon Prairieland Park Corporation","customer_acct_name":"Saskatoon Prairieland Park Corporation","tags":"250205 AST Members, npiAlert12, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1590","full_name":"Huan Zhang","members_type":"AST","city_1":"Saskatoon","province":"SK","language":"English","phone_2":"3065000045","lead_status":"Renewed APX","new_member_date_2":"2016-12-21","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"249202","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"306","time_zone":"3","intcode":"31","blocnote":"May 1 2026 Survey completed emails","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:38:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","last_engaged_date":"2026-02-01","cert_status":"PENDING","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1590","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-11-14","telemarketing_call_date":"2026-05-01","pcl_status":"P","pcl_completion_date":"2025-06-03","pf1_status":"P","pf1_completion_date":"2017-10-22","pf2_status":"P","pf2_completion_date":"2019-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-04-11","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-18","sendpreexpirationemail":"2025-11-10T12:31:00-05:00","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":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"Yes","othermemberbenefit":"","sendapplicationform":"2025-11-10T12:31:00-05:00","old_int_code":"99","trc":"True","wera":"False","sendaidate":"2026-05-01T11:36:55-04:00","npi_email_temp":"huanzhang66@hotmail.com","pcl_completion_date_5":"2030-06-03","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","sendaigeneral":"2026-05-01T11:36:00-04:00","sendaiemail":"2026-05-01T11:36:54-04:00","sendcandapplicationform":"2026-05-01T11:38:00-04:00"}},"seriesid":"163"}
{"contact":{"id":"11050","email":"shannon.mk@hotmail.com","first_name":"Shannon","last_name":"Kreuk","phone":"6049966080","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":"Shannon Kreuk","language":"English","origin":"Lapsed Spring 2024","individual_id":"320100","region":"CDN","lead_status":"Refused","old_do_id":"L25C06379","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6049966080","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 25 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T16:02:00-05:00","intcode":"21","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-01-09","temp_do_id_for_auto_old_do_id":"L25C06379","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-01","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":"05","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"shannon.mk@hotmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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":"2021-03-08","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","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"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":"WITHDRAWN","cpa_certification":"CPM","pds_august":"6","pds_september":"6","last_infoline_date_type":"2021-06-30","last_act_type":"2026-12-05","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","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
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{"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"329943","no_email_solicitation":"False","area_code":"404","time_zone":"2","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T10:13:00-04:00","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":"2026-05-06","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","latest_paid_thru":"2026-10-31"}},"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","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"5580","email":"joseeannecomeau@outlook.com","first_name":"Jos\u00e9e-Anne","last_name":"Comeau","phone":"8193636100","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":"QC","full_name":"Jos\u00e9e-Anne Comeau","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2022-11-07","attended_webinar":"No","lapsed_expiration_date":"2022-11-07","individual_id":"318440","time_zone":"2","area_code":"819","region":"QC","lead_status":"Refused","old_do_id":"L25C06530","members_type":"CAND","phone_2":"8198483017","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"lnc. 21 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T10:02:00-05:00","canceldate":"2024-01-05","intcode":"06","paid_thru":"2023-10-31","new_member_date_2":"2022-11-07","temp_do_id_for_auto_old_do_id":"LB2505717","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2023-05-18","last_act_type":"2023-05-18","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"False","wera":"False","do_id":"LB2505717","npi_email_temp":"joseeannecomeau@outlook.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"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","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9342","email":"arichard@nature.ca","first_name":"Alain","last_name":"Richard","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":"0.0.0.0","fields":{"do_id":"L25O01784","province":"QC","full_name":"Alain Richard","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-02-05","domain_1":"nature.ca","lapsed_expiration_date":"2022-04-02","individual_id":"285219","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2501067","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"May 16  2025 Advised to call direct number 873 355 9376 Qc.","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T11:00:00-04:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25O01784","temp_intcode_for_auto_old_int_code":"10","organization_id":"285218","last_infoline_date_type":"2021-09-28","last_act_type":"2021-09-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"arichard@nature.ca","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"17507","email":"sgilbert@pentictonfoundry.com","first_name":"Sarah","last_name":"Gilbert","phone":"2504927043","orgname":"Penticton Foundry Ltd","customer_acct_name":"Penticton Foundry Ltd","tags":"Fixed deal, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"BC","full_name":"Sarah Gilbert","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2009-05-01","domain_1":"pentictonfoundry.com","lapsed_expiration_date":"2022-09-02","do_id":"LB2500438","individual_id":"306298","time_zone":"5","area_code":"250","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00103","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"may 27 2025 not interested","dhmsfin_telemarketing_last_contacted_date":"2025-05-27T12:24:00-04:00","intcode":"21","notrenewedother":"Not interested","pipeline_2_members_only_ast":"","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"LB2500438","temp_intcode_for_auto_old_int_code":"21","organization_id":"152575","last_act_type":"2022-08-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sgilbert@pentictonfoundry.com","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30","company_paid_thru":"2022-06-30","corp_cancel_date":"2022-09-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10091","email":"cindy1616.kim@gmail.com","first_name":"Tae","last_name":"Kim","phone":"9057310806","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":"LB2503931","full_name":"Tae Eun Kim","language":"English","origin":"Lapsed Spring 2024","individual_id":"281753","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002114","members_type":"PRO","province":"ON","area_code":"905","time_zone":"2","phone_2":"6479790106","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"13 March 2025 Not working there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T15:45:00-04:00","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":"2019-10-11","temp_do_id_for_auto_old_do_id":"LB2503931","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-03","pcl_status":"P","pcl_completion_date":"2020-02-02","pf1_status":"P","pf1_completion_date":"2020-05-24","pf2_status":"P","pf2_completion_date":"2020-09-13","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":"cindy1616.kim@gmail.com","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"29696","email":"bryan.hpy@gmail.com","first_name":"Pok","last_name":"Hui","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2","ip4":"127.0.0.1","fields":{"full_name":"Pok Yan Bryan Hui","members_type":"CAND","city_1":"Richmond Hill","province":"ON","language":"English","phone_2":"4379868069","new_member_date_2":"2024-05-09","pipeline_2_members_only_ast":"","time_zone":"2","individual_id":"337509","intcode":"06","blocnote":"may 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T11:04:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","nonactive_reason":"AST->CAND\/PRO","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"LB2504578","lead_status":"Lapsed Member","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"L25C10048","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-07-07","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2024-12-12","pf1_status":"P","pf1_completion_date":"2025-04-16","pf2_status":"P","pf2_completion_date":"2025-08-19","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"bryan.hpy@gmail.com","pcl_completion_date_5":"2029-12-12","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","do_id":"L25C10048","ln_entered_date":"2026-06-02"}},"seriesid":"163"}
{"contact":{"id":"6637","email":"jclaude.niyonkuru@gmail.com","first_name":"Jean-Claude","last_name":"Niyonkuru","phone":"8006226232","orgname":"European Union\rDelegation To Canada","customer_acct_name":"European Union\rDelegation To Canada","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502251","full_name":"Jean-Claude Niyonkuru","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"23-d?c-14","individual_id":"224481","area_code":"800","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-04","old_do_id":"C17624","time_zone":"2","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-02-02","province":"ON","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":"2","paid_thru":"2020-11-30","new_member_date_2":"2014-12-23","temp_do_id_for_auto_old_do_id":"LB2502251","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","phone_2":"6137411617","pds_september":"2","last_infoline_date_type":"2018-01-08","last_act_type":"2021-03-05","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":"2014-10-31","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"jclaude.niyonkuru@gmail.com","pcl_completion_date_5":"2019-05-15","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30"}},"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, TMAI","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\n2026 May 14 - wrong number reached; contact not Renji","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T15:24:35-04:00","intcode":"16","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":"16","last_infoline_date_type":"2021-11-11","last_act_type":"2026-08-01","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":"False","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","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-14T15:24:35-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent called asking for Renji but reached a wrong number; contact said it was the wrong number and hung up shortly after.","aitm_callsummarytitle":"Wrong number 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","session_id":"call_11a6c8d3b8296a126c187274a0d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_11a6c8d3b8296a126c187274a0d","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"6858","email":"kallmeamber@hotmail.com","first_name":"Kelly","last_name":"Cote","phone":"9053198101","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503026","full_name":"Kelly Cote","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"08-ao?t-17","individual_id":"141063","region":"CDN","lead_status":"Refused","old_do_id":"C17594","last_engaged_date":"2025-02-26","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":"","paid_thru":"2021-07-31","new_member_date_2":"2017-08-08","temp_do_id_for_auto_old_do_id":"LB2503026","temp_intcode_for_auto_old_int_code":"21","phone_2":"9053198101","last_act_type":"2021-12-31","pcl_status":"P","pcl_completion_date":"2009-04-27","pf1_status":"P","pf1_completion_date":"2010-05-14","pf2_status":"P","pf2_completion_date":"2011-03-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-10-24","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"kallmeamber@hotmail.com","pcl_completion_date_5":"2014-04-27","formatted_paid_thru":"31\/07\/2021","latest_paid_thru":"2021-07-31"}},"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","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"5525","email":"valerie@pneuschicoine.com","first_name":"Val\u00e9rie","last_name":"Maheux","phone":"5146267160","orgname":"Radiateur Atelier de Pneus R\u00e9al Chicoine Inc.","customer_acct_name":"Radiateur Atelier de Pneus R\u00e9al Chicoine Inc.","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":"L25O01513","province":"QC","full_name":"Val\u00e9rie Maheux","language":"French","origin":"2024 FALL","explicit_consent_date":"2022-11-01","domain_1":"pneuschicoine.com","attended_webinar":"Yes","lapsed_expiration_date":"2022-11-01","individual_id":"318344","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501449","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"completer 25 juin 2025 na pas renouveler car trop cher","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T10:08:00-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01513","temp_intcode_for_auto_old_int_code":"6","organization_id":"318343","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"valerie@pneuschicoine.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"11015","email":"stanburka@gmail.com","first_name":"Stan","last_name":"Burka","phone":"6478802948","orgname":"","customer_acct_name":"","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2507320","province":"ON","full_name":"Stan Burka","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"250139","area_code":"647","region":"CDN","lead_status":"Refused","old_do_id":"L25A00053","time_zone":"2","members_type":"AST","new_member_date_2":"2017-01-31","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-03-02","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"PENDING","intcode":"21","blocnote":"22 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 Not in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:58:00-05:00","pipeline_2_members_only_ast":"","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"LB2507320","temp_intcode_for_auto_old_int_code":"21","phone_2":"6478802948","last_infoline_date_type":"2020-12-14","last_act_type":"2021-12-31","pcl_status":"P","pcl_completion_date":"2017-05-07","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":"2018-09-21","number_of_passed_courses":"4","trc":"True","wera":"False","old_int_code":"12","notrenewednolongerinpayroll":"Yes","date_of_renewal_identification":"","npi_email_temp":"stanburka@gmail.com","pcl_completion_date_5":"2022-05-07","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"9384","email":"melissamattinson@gmail.com","first_name":"Melissa","last_name":"Mattinson","phone":"4038442967","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":"LB2503625","full_name":"Melissa Mattinson","language":"English","origin":"Lapsed Spring 2024","individual_id":"306776","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001772","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4038442967","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 found","notrenewedother":"Phone cannot be recovered","canceldate":"2023-12-02","paid_thru":"2023-09-30","new_member_date_2":"2021-11-01","temp_do_id_for_auto_old_do_id":"LB2503625","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-09-16","pcl_status":"P","pcl_completion_date":"2022-03-13","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"melissamattinson@gmail.com","pcl_completion_date_5":"2027-03-13","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"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":"2024-07-10","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","latest_paid_thru":"2025-09-30"}},"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","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"10967","email":"elhad.maoulana@md.ca","first_name":"Elhad","last_name":"Abdou Maoulana","phone":"6137314552","orgname":"MD Physician Services Inc.","customer_acct_name":"MD Physician Services Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Elhad Abdou Maoulana","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2007-11-01","domain_1":"md.ca","lapsed_expiration_date":"2023-01-05","individual_id":"97695","area_code":"613","region":"CDN","lead_status":"Refused","old_do_id":"L25O00247","time_zone":"2","members_type":"PRO","new_member_date_2":"2005-12-22","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2008-11-03","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"22 May 2025 No one by that name - payroll - VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:54:00-05:00","organization_id":"123704","pds_july":"3","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"LB2505065","temp_intcode_for_auto_old_int_code":"06","pds_august":"3","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pds_september":"3","last_infoline_date_type":"2022-10-28","last_conf_date_type":"2021-06-09","last_act_type":"2022-10-28","pf2_status":"P","pf2_completion_date":"2008-02-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-09-11","number_of_passed_courses":"2","pds_october":"3","trc":"False","wera":"False","pds_november":"3","do_id":"LB2505065","npi_email_temp":"elhad.maoulana@md.ca","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
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{"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","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"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","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"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, TMAI","ip4":"127.0.0.1","fields":{"old_do_id":"L25A00275","full_name":"Victoria Tran","members_type":"AST","city_1":"Brampton","province":"ON","language":"English","lead_status":"Refused","last_engaged_date":"2025-02-26","new_member_date_2":"2024-01-24","individual_id":"333613","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","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:26:41-04:00","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":"1","age_range":"Preferred 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":"01","last_act_type":"2026-08-01","number_of_passed_courses":"0","trc":"False","wera":"False","organization_id":"358368","npi_email_temp":"victoriakt27@gmail.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T12:41:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_call_back_date_and_time":"2026-05-11T12:00:00-04:00","npi_call_back_time_hour":"12","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent reached Victoria and informed her about her lapsed Associate membership with the National Payroll Institute. Victoria declined to continue the conversation and did not wish to renew her membership. The agent asked for a brief reason for not renewing before the call ended.","aitm_callsummarytitle":"Membership Renewal Declined by Victoria","blocnote":"2026 May 08 contact requested callback on Monday at noon - NPI# not provided\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 contact declined to renew and ended call early.","notrenewedwanttorenew":"No","onesentencenotrenewed":"User declined to continue and did not wish to renew membership.","initialvalue":"Other","othermemberbenefit":"User did not specify other reasons.","old_int_code":"06","astotherreasonsnottorenew":"User declined to renew membership without providing a specific reason.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_1bec4a4a51e8f96563b7d9eddbc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1bec4a4a51e8f96563b7d9eddbc","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"7362","email":"peaceofmindbusinesssolutions@outlook.com","first_name":"Lisa","last_name":"Oldham","phone":"6132500750","orgname":"Peace of Mind Business Solutions","customer_acct_name":"Peace of Mind 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":"L25C06595","full_name":"Lisa Oldham","language":"English","origin":"Lapsed Spring 2024","explicit_consent_date":"2018-02-16","individual_id":"267282","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502593","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6132538398","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T15:59:00-04:00","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":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Yes not doing payroll herself","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","blocnote":"12 March 2025 Survey completed","canceldate":"2023-11-02","pds_july":"2","paid_thru":"2023-08-31","new_member_date_2":"2018-09-20","temp_do_id_for_auto_old_do_id":"L25C06595","temp_intcode_for_auto_old_int_code":"1","pds_august":"2","pds_september":"2","last_infoline_date_type":"2022-11-16","last_act_type":"2022-11-16","pcl_status":"P","pcl_completion_date":"2019-01-07","number_of_passed_courses":"1","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"peaceofmindbusinesssolutions@outlook.com","pcl_completion_date_5":"2024-01-07","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"10996","email":"payroll@gitxaalanation.com","first_name":"Tammy","last_name":"Ridley","phone":"2508482214","orgname":"Gitxaala Nation","customer_acct_name":"Gitxaala Nation","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500356","province":"BC","full_name":"Tammy A. Ridley","language":"English","origin":"2023 lapsed Members","domain_1":"gitxaalanation.com","lapsed_expiration_date":"2022-09-02","individual_id":"302727","area_code":"250","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00385","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-09-02","new_member_date_2":"2021-06-30","no_email_solicitation":"FALSE","intcode":"21","blocnote":"may 22 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T12:10:00-04:00","pipeline_2_members_only_ast":"","old_int_code":"12","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"LB2500356","temp_intcode_for_auto_old_int_code":"21","phone_2":"2508482214","last_act_type":"2021-06-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"payroll@gitxaalanation.com","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"seriesid":"163"}
{"contact":{"id":"29206","email":"caaczheng@gmail.com","first_name":"Chaojun","last_name":"Zheng","phone":"4168281257","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1594","full_name":"Chaojun Zheng","members_type":"AST","city_1":"Brampton","province":"ON","language":"English","phone_2":"4168281257","lead_status":"Renewed APX","new_member_date_2":"2018-09-26","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"267689","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:35:00-04:00","pipeline_1_lapsed_members":"","cert_status":"PENDING","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":"AST1594","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-08-13","last_engaged_date":"2025-12-17","telemarketing_call_date":"2026-05-01","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"P","pf1_completion_date":"2019-02-17","pf2_status":"P","pf2_completion_date":"2019-03-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-01-09","number_of_passed_courses":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:37-05:00","npi_email_temp":"caaczheng@gmail.com","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"29280","email":"priscy79@hotmail.com","first_name":"Priscilla","last_name":"Little","phone":"5148144522","orgname":"Priscilla Little","customer_acct_name":"Priscilla Little","tags":"250205 AST Members, 250904 Update AST from Mem Portal, npiAlert20, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0847","full_name":"Priscilla Little","members_type":"AST","city_1":"Blainville","province":"QC","language":"French","phone_2":"5148144522","lead_status":"Renewed APX","new_member_date_2":"2019-09-30","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"126442","canceldate":"2015-10-02","no_email_solicitation":"False","pds_march":"5","area_code":"514","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"","pds_may":"5","last_engaged_date":"2025-12-02","pds_july":"5","paid_thru":"2026-09-30","pds_august":"5","temp_do_id_for_auto_old_do_id":"AST0847","temp_intcode_for_auto_old_int_code":"99","sendpreexpirationemail":"2025-09-23T10:06:00-04:00","blocnote":"completer 23 sept 2025","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T10:11:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"rester a jour aux niveau des lois.","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":"","pds_september":"5","last_infoline_date_type":"2026-05-15","last_act_type":"2026-05-15","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2025-09-23","pcl_status":"F","pcl_completion_date":"2020-02-02","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:24-05:00","pds_november":"5","npi_email_temp":"priscy79@hotmail.com","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"10528","email":"riyazjamal89@gmail.com","first_name":"Riyaz","last_name":"Jamal","phone":"7789967865","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":"LB2503866","full_name":"Riyaz Jamal","language":"English","origin":"Lapsed Spring 2024","individual_id":"321909","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002035","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7789967865","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"14 March 2025 VM\r\n27 March 2025 VM\r\n01 April 2025 It's too expensive for him - he asked for a free membership or a discount or never call him again","dhmsfin_telemarketing_last_contacted_date":"2025-04-01T22:19:00-04:00","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2023-02-17","temp_do_id_for_auto_old_do_id":"LB2503866","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-05-17","pcl_status":"P","pcl_completion_date":"2023-05-18","pf1_status":"P","pf1_completion_date":"2023-11-08","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"riyazjamal89@gmail.com","pcl_completion_date_5":"2028-05-18","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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":"2025-02-10","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","latest_paid_thru":"2023-10-31"}},"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, AI Contacts sent to TM 2026, 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","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"6882","email":"kamruzzaman777@yahoo.ca","first_name":"Mohd","last_name":"Kamruzzaman","phone":"4165960284","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503037","full_name":"Mohd Kamruzzaman","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2011-09-08","individual_id":"189513","region":"CDN","lead_status":"Refused","old_do_id":"C17607","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":"","paid_thru":"2021-08-31","new_member_date_2":"2011-09-08","temp_do_id_for_auto_old_do_id":"LB2503037","temp_intcode_for_auto_old_int_code":"21","phone_2":"4165960284","last_act_type":"2022-01-31","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":"2012-02-07","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"kamruzzaman777@yahoo.ca","pcl_completion_date_5":"2016-10-20","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31"}},"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","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5487","email":"nmaelement@outlook.com","first_name":"Nancy","last_name":"Element","phone":"6137892240","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":"L25A02182","province":"ON","extension_phone_1":"254","full_name":"Nancy Element","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2020-12-11","attended_webinar":"No","lapsed_expiration_date":"2020-12-11","individual_id":"230357","time_zone":"2","area_code":"613","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2025-12-01","old_do_id":"LB2501431","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-02-03","new_member_date_2":"2020-12-11","no_email_solicitation":"FALSE","intcode":"03","blocnote":"24 avril 2025 bv\r\n29 avril 2025 bv\r\n30 avri.l 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\n2026 May 08 call ended due to inability to reach Nancy through automated system","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","pipeline_2_members_only_ast":"","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A02182","temp_intcode_for_auto_old_int_code":"03","phone_2":"6138750496","last_infoline_date_type":"2022-09-05","last_act_type":"2022-05-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nmaelement@outlook.com","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Nancy by navigating an automated phone system but was unable to successfully enter the correct name spelling to connect the call. After multiple attempts and prompts, the agent decided to end the call and try again later.","aitm_callsummarytitle":"Unable to Reach Nancy via Automated System","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c5fee4c8999f4597070d1d6064d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c5fee4c8999f4597070d1d6064d","number_of_calls_reached":"1"}},"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":{"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","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":"2026-02-26","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","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"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":"2026-04-05","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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"10520","email":"dmbringheim@hotmail.com","first_name":"Mary","last_name":"Ringheim","phone":"2503520526","orgname":"Nelson Christian School Society","customer_acct_name":"Nelson Christian School Society","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06742","province":"BC","full_name":"Mary Beth Ringheim","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"297848","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500404","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":"2021-02-09","temp_do_id_for_auto_old_do_id":"L25C06742","phone_2":"2505510657","last_act_type":"2021-07-12","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2022-04-10","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"dmbringheim@hotmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"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","latest_paid_thru":"2025-01-31"}},"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","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"10020","email":"jreneritaalonsagay@yahoo.com","first_name":"Irene","last_name":"Alonsagay","phone":"9054621606","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, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2505733","full_name":"Irene Rita Alonsagay","language":"English","origin":"Lapsed Spring 2024","individual_id":"314895","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"L25C06460","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"9054621606","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:13:00-05:00","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":"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":"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":"Yes","canceldate":"2024-02-03","paid_thru":"2023-11-30","new_member_date_2":"2022-12-12","temp_do_id_for_auto_old_do_id":"LB2505733","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-12-12","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2022-10-30","pf2_status":"P","pf2_completion_date":"2023-02-26","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":"jreneritaalonsagay@yahoo.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"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, TMAI","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\n2026 May 14 - Spoke with household member; MD not home; callback set for 2026-05-15 09:00 - NPI# 7205\n2026 May 15 - reached voicemail, no message left\n2026 May 15 - reached voicemail, no contact\n2026 May 19 contact confirmed renewal interest and email sent - NPI# 7205","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:42:00-04:00","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":"46-60","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"02","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","sendapplicationform":"2026-05-19T11:47:00-04:00","last_engaged_date":"2026-05-19","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":"02","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","latest_paid_thru":"2023-10-31","thewithdrawaldate":"2024-01-05","aitm_status_called":"2026-05-19T11:42:00-04:00","number_of_call_attempts":"0","npi_call_back_date_and_time":"2026-05-15T09:00:00-04:00","npi_call_back_time_hour":"09","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent confirmed the contact's identity and discussed the lapsed Professional membership. The contact expressed satisfaction with the membership and agreed to receive an email with renewal instructions. The contact requested a phone number change, which the agent forwarded for follow-up.","aitm_callsummarytitle":"Membership Renewal Interest Confirmed","initialvalue":"Help with Complex","old_int_code":"06","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Forgot\/not aware and then 3 questions","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_5de329f917c9fff97b7f03687d4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5de329f917c9fff97b7f03687d4","onesentencenotrenewed":"Contact not reached; voicemail.","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact not reached","thewithdrawaldate_3_years":"2027-01-05","concernquestion":"Contact requested a change to their primary phone number, which requires follow-up by the appropriate team.","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2024-12-31"}},"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":"2021-10-09","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","latest_paid_thru":"2022-08-31"}},"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","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"9468","email":"kwiklube@sasktel.net","first_name":"Sherry","last_name":"Opperman","phone":"3067783334","orgname":"Kwik Lube N Exhaust 2006 Inc.","customer_acct_name":"Kwik Lube N Exhaust 2006 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":"L25A00036","province":"SK","full_name":"Sherry Opperman","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"227933","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00133","time_zone":"3","members_type":"AST","new_member_date_2":"2017-01-20","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","no_email_solicitation":"FALSE","pds_march":"1","intcode":"15","blocnote":"Aug 11 2025 she is no longer there\n2026 May 08 call started but disconnected early, no meaningful conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2021-12-31","old_int_code":"12","temp_do_id_for_auto_old_do_id":"L25A00036","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","phone_2":"3067732620","pds_september":"1","last_infoline_date_type":"2019-12-12","last_act_type":"2021-08-01","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"kwiklube@sasktel.net","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Quick Lubes and asked to speak with Sherry. The contact responded briefly but the call ended abruptly after a short exchange without completing the intended conversation or survey.","aitm_callsummarytitle":"Call ended abruptly after brief contact","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_320d99a7351e90353367f54278e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_320d99a7351e90353367f54278e","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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, TMAI","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\n2026 May 08 call reached voicemail\n2026 May 08 voicemail reached, no contact made\n2026 May 11 callback scheduled in about half an hour","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T09:06:41-04:00","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":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"10","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":"10","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","latest_paid_thru":"2019-11-30","called_by":"Tri","aitm_status_called":"2026-05-11T09:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called to speak with Shawn but was informed that Shawn was not available and would likely be reachable in about half an hour. The agent scheduled a callback accordingly and ended the call courteously.","aitm_callsummarytitle":"Callback Scheduled for Shawn","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d6334d9cd83ed90b50637dbd3ae","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d6334d9cd83ed90b50637dbd3ae","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"6778","email":"kim.doyle@hilton.com","first_name":"Kim","last_name":"Doyle","phone":"5066328567","orgname":"Saint John Hilton","customer_acct_name":"Saint John Hilton","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02075","full_name":"Kim Doyle","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2000-05-01","domain_1":"hilton.com","individual_id":"197544","area_code":"506","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2501910","time_zone":"1","province":"NB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25O02075","organization_id":"38473","members_type":"CORP","last_act_type":"2020-06-23","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T10:32:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kim.doyle@hilton.com","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","company_paid_thru":"2020-04-30","corp_cancel_date":"2020-07-03","company_status":"I"}},"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","latest_paid_thru":"2021-11-30"}},"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":"2026-01-14","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","latest_paid_thru":"2024-01-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call went to voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","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","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:43-04:00","number_of_call_attempts":"8","number_of_total_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","session_id":"call_d00fa6769ad62dc8862f66b4d9a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d00fa6769ad62dc8862f66b4d9a","mini_nps":"3"}},"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, TMAI","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":"06","blocnote":"May 27 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 21 2025 no answer\n2026-05-08 Dial no answer, phone: +19052149089\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 Dial no answer, phone: +19052149089\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 Dial no answer, phone: +19052149089\n2026 May 13 call reached voicemail, no contact made\n2026-05-15 Dial no answer, phone: +19052149089\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:43-04:00","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":"06","phone_2":"4376846104","last_act_type":"2019-11-28","old_int_code":"05","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","latest_paid_thru":"2021-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5429d99a831bb8675c1077c3169","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5429d99a831bb8675c1077c3169","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","mini_nps":"3","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","company_paid_thru":"2021-10-31","corp_cancel_date":"2022-01-07","company_status":"I"}},"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":"2024-12-02","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","latest_paid_thru":"2025-01-31"}},"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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"11117","email":"sholuola@hotmail.com","first_name":"Olanrewaju","last_name":"Sholu","phone":"5877793590","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":"L25C06556","full_name":"Olanrewaju Sholu","language":"English","origin":"Lapsed Spring 2024","individual_id":"293990","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502562","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"4034027501","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"18 March 2025 Survey completed - sending Candidate for renewal","dhmsfin_telemarketing_last_contacted_date":"2025-03-18T11:59:00-04:00","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":"just the communication part - she sent an e-mail if she can renew she didn't get a reply","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"No","engagingstrategiesspecify":"more clear communication","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","sendapplicationform":"2025-03-18T15:53:00-04:00","canceldate":"2023-12-02","paid_thru":"2023-09-30","new_member_date_2":"2020-10-23","temp_do_id_for_auto_old_do_id":"L25C06556","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2022-01-10","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2022-08-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sholuola@hotmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29701","email":"pdjdp3297p@outlook.com","first_name":"Debbie","last_name":"Pipchuk","phone":"3069753197","orgname":"City of Saskatoon","customer_acct_name":"City of Saskatoon","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1133","full_name":"Debbie Pipchuk","members_type":"AST","city_1":"Saskatoon","province":"SK","language":"English","phone_2":"6393188807","lead_status":"Renewed APX","last_engaged_date":"2025-12-01","new_member_date_2":"2020-08-24","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"19074","no_email_solicitation":"False","pds_march":"2","area_code":"306","time_zone":"3","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T10:52:00-04:00","pipeline_1_lapsed_members":"","pds_may":"2","pds_july":"2","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-08-08","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST1133","temp_intcode_for_auto_old_int_code":"6","pds_september":"2","last_infoline_date_type":"2025-02-05","last_act_type":"2025-07-31","telemarketing_call_date":"2026-05-06","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:27-05:00","pds_november":"2","npi_email_temp":"pdjdp3297p@outlook.com","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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","latest_paid_thru":"2021-08-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no message left\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, mailbox full, no message left\n2026 May 19 voicemail box full, no message left\n2026 May 21 call reached voicemail box full, no message left\n2026 May 25 call reached voicemail, no message left due to full mailbox","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T17:07:17-04:00","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","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-25T17:07:17-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call reached voicemail and no conversation with a human took place. No message was left due to the voicemail being full.","aitm_callsummarytitle":"Voicemail reached, no message left","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ac7208dcf0c0e9a031426b9ca80","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ac7208dcf0c0e9a031426b9ca80"}},"seriesid":"163"}
{"contact":{"id":"11112","email":"pkittani@dainc.ca","first_name":"Pari","last_name":"Kittani","phone":"9059307900","orgname":"D&A Group Inc.","customer_acct_name":"D&A Group Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07104","province":"ON","extension_phone_1":"703","full_name":"Pari Kittani","language":"English","origin":"2023 lapsed Members","domain_1":"dainc.ca","lapsed_expiration_date":"2022-09-02","individual_id":"302730","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500910","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":"2021-07-05","temp_do_id_for_auto_old_do_id":"L25C07104","phone_2":"9055311992","last_act_type":"2021-05-07","pcl_status":"P","pcl_completion_date":"2021-10-03","pf1_status":"F","pf1_completion_date":"2022-01-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"pkittani@dainc.ca","pcl_completion_date_5":"2026-10-03","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"11072","email":"steve@mcaconsultants.ca","first_name":"Steven","last_name":"Ramsay","phone":"9024818126","orgname":"MCA Consultants","customer_acct_name":"MCA Consultants","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01611","province":"NS","full_name":"Steven Ramsay","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-09-17","domain_1":"mcaconsultants.ca","lapsed_expiration_date":"2022-11-02","individual_id":"292688","area_code":"902","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501252","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"May 26 2025 vm\r\nAug 11 2025 Survey completed  He said they only had the membership to complete course after that they did not use.","dhmsfin_telemarketing_last_contacted_date":"2025-08-11T16:04:00-04:00","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 cost because only needed the membership to complete courses.","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":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O01611","temp_intcode_for_auto_old_int_code":"1","organization_id":"292689","last_act_type":"2021-10-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"steve@mcaconsultants.ca","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10502","email":"rikkibks@gmail.com","first_name":"Rikki","last_name":"Laverdure","phone":"2502030964","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":"Rikki Laverdure","language":"English","origin":"Lapsed Spring 2024","individual_id":"319374","region":"CDN","lead_status":"Refused","old_do_id":"L25C06515","members_type":"CAND","province":"BC","area_code":"250","time_zone":"5","phone_2":"2502030964","pipeline_1_lapsed_members":"Refused Lapsed","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":"2025-12-11T12:33:00-05:00","new_member_date_2":"2022-12-01","temp_do_id_for_auto_old_do_id":"LB2506971","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-11-30","pcl_status":"P","pcl_completion_date":"2023-04-09","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","do_id":"LB2506971","npi_email_temp":"rikkibks@gmail.com","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"29176","email":"tracey.smith@tlicho.ca","first_name":"Tracey","last_name":"Smith","phone":"8673926381","orgname":"Tlicho Government","customer_acct_name":"Tlicho Government","tags":"payroll.ca visited, Member portal, 250205 AST Members, 250507 phone cannot be recovered, npiPartnerAccount, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"do_id":"PART0009","full_name":"Tracey Smith","members_type":"AST","city_1":"Behchoko","province":"NT","language":"English","lead_status":"Partner","last_login_date":"2025-02-26T10:51:10-05:00","new_member_date_2":"2023-02-24","pipeline_2_members_only_ast":"","individual_id":"147266","no_email_solicitation":"False","pds_march":"9","area_code":"867","time_zone":"4","blocnote":"not authorized to dial this number","dhmsfin_telemarketing_last_contacted_date":"2025-04-29T12:48:00-04:00","intcode":"16","old_int_code":"8","notrenewedother":"Phone cannot be recovered","extension_phone_1":"1321","old_do_id":"AST1993","pipeline_1_lapsed_members":"","date_of_renewal_identification":"2025-06-04","pds_may":"9","pds_july":"9","paid_thru":"2026-02-28","pds_august":"9","temp_do_id_for_auto_old_do_id":"PART0009","temp_intcode_for_auto_old_int_code":"16","pds_september":"9","last_conf_date_type":"2023-06-06","last_act_type":"2025-08-20","pcl_status":"F","pcl_completion_date":"2025-12-02","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"tracey.smith@tlicho.ca","pcl_completion_date_5":"2030-12-02","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02"}},"seriesid":"163"}
{"contact":{"id":"29222","email":"gayle.david@crossmark.com","first_name":"Gayle","last_name":"David","phone":"4698141287","orgname":"CROSSMARK, Inc.","customer_acct_name":"CROSSMARK, Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0337","full_name":"Gayle David","members_type":"AST","city_1":"Lewisville","province":"TX","language":"English","lead_status":"Renewed APX","new_member_date_2":"2009-09-22","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"159126","no_email_solicitation":"False","area_code":"469","time_zone":"3","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:57:00-04:00","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":"AST0337","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2018-01-31","last_act_type":"2025-08-21","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:48-05:00","npi_email_temp":"gayle.david@crossmark.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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":"2024-06-11","last_act_type":"2024-06-11","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","latest_paid_thru":"2024-12-31"}},"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":"2024-06-02","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"29673","email":"lanie.berthiaume@entreprisesls.com","first_name":"Lanie","last_name":"Berthiaume","phone":"4506828105","orgname":"Les Entreprise de R\u00e9frig\u00e9ration LS","customer_acct_name":"Les Entreprise de R\u00e9frig\u00e9ration LS","tags":"paiequebec visited, Unsub, 250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25C05668","full_name":"Lanie Berthiaume","members_type":"CAND","city_1":"Laval","province":"QC","language":"French","phone_2":"5144429401","lead_status":"Lapsed Member","new_member_date_2":"2024-06-27","last_engaged_date":"2025-05-08","pipeline_2_members_only_ast":"","individual_id":"339280","no_email_solicitation":"False","area_code":"450","time_zone":"2","unsub_reason_fr":"Je ne suis plus int\u00e9ress\u00e9 par les questions de paie.","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","nonactive_reason":"AST->CAND\/PRO","paid_thru":"2025-05-31","old_do_id":"AST0129","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25C05668","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-06-03","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"lnc.21 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T10:05:00-05:00","onesentencenotrenewed":"","npi_email_temp":"lanie.berthiaume@entreprisesls.com","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"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","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","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":"2026-01-30","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","latest_paid_thru":"2026-12-31"}},"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":"2021-04-10","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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"8597","email":"gbennett@vcicontrols.ca","first_name":"Gary","last_name":"Bennett","phone":"9058504464","orgname":"VCI Controls Inc","customer_acct_name":"VCI Controls Inc","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01832","province":"ON","extension_phone_1":"209","full_name":"Gary Bennett","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2001-12-01","domain_1":"vcicontrols.ca","lapsed_expiration_date":"2022-02-02","individual_id":"279513","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501143","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 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:52:00-05:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O01832","temp_intcode_for_auto_old_int_code":"16","organization_id":"51590","last_act_type":"2019-08-26","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"08","npi_email_temp":"gbennett@vcicontrols.ca","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"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, TMAI","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\n2026 May 08 call reached voicemail of Stephanie Patrick\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 reached voicemail of Stephanie Batrick\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 reached voicemail of Stephanie Batrick, director of people Culture and Success\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 voicemail reached for Stephanie Batrick\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:47-04:00","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","latest_paid_thru":"2020-02-29","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:23-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly 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","session_id":"call_26adf201bb0e22d74ed1f066039","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_26adf201bb0e22d74ed1f066039","mini_nps":"3"}},"seriesid":"163"}
{"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"247803","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 25 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:04:00-04:00","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":"06","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":"2026-05-25","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":"99","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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"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":"2020-06-11","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","latest_paid_thru":"2021-10-31"}},"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","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"6819","email":"nwillim@commb.ca","first_name":"Natalie","last_name":"Lee","phone":"4169683823","orgname":"Canadian Out-of-Home Marketing and Measurement Bureau","customer_acct_name":"Canadian Out-of-Home Marketing and Measurement Bureau","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250328 phone recovered, 250507 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500718","city_1":"TORONTO","province":"ON","full_name":"Natalie Lee","language":"English","origin":"Lapsed Spring 2024","explicit_consent_date":"2019-01-17","domain_1":"commb.ca","individual_id":"309088","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001313","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"Mar 10 2025 vm  Mar 24 2025 vm\r\nMar 26 2025 number nt found\r\n14 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 Number not on service","dhmsfin_telemarketing_last_contacted_date":"2025-04-28T11:18:00-04:00","old_int_code":"8","notrenewedother":"Phone cannot be recovered","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"LB2500718","temp_intcode_for_auto_old_int_code":"16","organization_id":"309089","last_infoline_date_type":"2023-10-10","last_act_type":"2024-09-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nwillim@commb.ca","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10471","email":"denisenewhook5@gmail.com","first_name":"Denise","last_name":"Newhook","phone":"9057281673","orgname":"Grandview Children's Centre","customer_acct_name":"Grandview Children's Centre","tags":"CSV imported, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Dialogue Magazine, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Denise Newhook","language":"English","origin":"Lapsed Spring 2024","individual_id":"308018","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504924","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"9052608672","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-04-28T14:52:00-04:00","blocnote":"17 March 2025 VM\r\n27 March 2025 VM\r\n07 April 2025 VM\r\n11 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 Survey completed - she will renew at the end of this week","dhmsfin_telemarketing_last_contacted_date":"2025-04-28T11:00:00-04:00","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":"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","last_engaged_date":"2025-10-03","member_may":"2","canceldate":"2024-04-02","resources_tools_may":"11","last_login_date":"2025-08-01T13:36:19-04:00","payroll_guidelines_may":"2","member_july":"2","dialogue_july":"6","member_august":"5","pipeline_2_members_only_ast":"","paid_thru":"2026-04-30","new_member_date_2":"2025-05-02","temp_do_id_for_auto_old_do_id":"L25C10046","temp_intcode_for_auto_old_int_code":"99","old_int_code":"2","last_act_type":"2025-06-25","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"P","pf1_completion_date":"2023-05-25","pf2_status":"F","pf2_completion_date":"2025-08-12","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"denisenewhook5@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","do_id":"L25C10046","ln_entered_date":"2026-06-02"}},"seriesid":"163"}
{"contact":{"id":"18089","email":"gclark@wiseconsulting.com","first_name":"Ginnette","last_name":"Clark","phone":"4435413983","orgname":"Wise Consulting Associates","customer_acct_name":"Wise Consulting Associates","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Ginnette Clark","language":"English","origin":"Lapsed Members","domain_1":"wiseconsulting.com","attended_webinar":"Yes","do_id":"L25A02405","individual_id":"242270","members_type":"AST","time_zone":"2","area_code":"443","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501801","province":"OH","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","new_member_date_2":"2018-11-13","no_email_solicitation":"FALSE","intcode":"16","blocnote":"May 27 2025 line busy\r\nAug 12 2025 line busy\r\nLN  Oct 21 2025 line busy\n2026-05-08 invalid phone destination, phone: +14435413983\n2026-05-08 invalid phone destination, phone: +14435413983","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","pipeline_2_members_only_ast":"","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25A02405","temp_intcode_for_auto_old_int_code":"16","phone_2":"4435413983","last_infoline_date_type":"2020-04-22","last_act_type":"2020-10-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gclark@wiseconsulting.com","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:46:43-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_9e55a327be8cbafe543d6151097","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9e55a327be8cbafe543d6151097"}},"seriesid":"163"}
{"contact":{"id":"9399","email":"imeecham1@gmail.com","first_name":"Irene","last_name":"Meecham","phone":"5192817376","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":"L25C06441","full_name":"Irene Meecham","language":"English","origin":"Lapsed Spring 2024","individual_id":"265477","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503551","members_type":"CAND","province":"SK","area_code":"519","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","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":"2025-11-28T11:34:00-05:00","temp_do_id_for_auto_old_do_id":"L25C06441","temp_intcode_for_auto_old_int_code":"6","canceldate":"2024-03-02","new_member_date_2":"2022-01-21","paid_thru":"2023-12-31","phone_2":"5192817376","last_act_type":"2023-10-01","pcl_status":"F","pcl_completion_date":"2022-05-15","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"imeecham1@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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":{"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","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"5474","email":"dpakenham@tgroupquebec.com","first_name":"Dave","last_name":"Pakenham","phone":"4186838364","orgname":"Boulevard Toyota","customer_acct_name":"Boulevard Toyota","tags":"CSV imported, paie.ca visited, F24 Webinar registration QC, F24 Webinar QC, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01841","province":"QC","extension_phone_1":"3367","full_name":"Dave Pakenham","language":"French","origin":"2024 FALL","explicit_consent_date":"2016-12-09","domain_1":"tgroupquebec.com","attended_webinar":"Yes","lapsed_expiration_date":"2022-02-02","individual_id":"298390","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501562","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"19 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T11:37:00-04:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O01841","temp_intcode_for_auto_old_int_code":"6","organization_id":"150391","last_act_type":"2022-01-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dpakenham@tgroupquebec.com","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"seriesid":"163"}
{"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","latest_paid_thru":"2025-10-31"}},"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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"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":"15","pds_july":"3","paid_thru":"2025-01-31","blocnote":"12 aout 2025 bv\n2026 May 08 very short call, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:47-04:00","temp_do_id_for_auto_old_do_id":"L25A00304","temp_intcode_for_auto_old_int_code":"15","pds_august":"3","pds_september":"3","last_infoline_date_type":"2019-03-12","last_conf_date_type":"2020-06-17","last_act_type":"2024-10-01","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","latest_paid_thru":"2025-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Sylvie but the call was very brief and ended quickly without any conversation or task completion.","aitm_callsummarytitle":"Brief call, no conversation","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_59dc61085b5962535afc7f92e7c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_59dc61085b5962535afc7f92e7c","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"11077","email":"sheenaj@hotmail.ca","first_name":"Sheena","last_name":"James","phone":"6044029283","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":"Sheena James","language":"English","origin":"Lapsed Spring 2024","individual_id":"316855","region":"CDN","lead_status":"Refused","old_do_id":"L25C06561","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"2506828802","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","intcode":"06","blocnote":"17 March 2025 VM\r\n31 March 2025 VM  Apr 4 2025 vm\r\nApr 10 2025 vm may 13 2025 vm  AUg 11 2025 vmn\r\nLN Oct 31 2025 vm 2nd number Sheena","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T12:39:00-04:00","paid_thru":"2023-09-30","new_member_date_2":"2022-09-29","temp_do_id_for_auto_old_do_id":"LB2507192","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":"2023-07-09","pcl_status":"F","pcl_completion_date":"2023-05-25","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507192","npi_email_temp":"sheenaj@hotmail.ca","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"29756","email":"farrah7861@hotmail.com","first_name":"Farrah","last_name":"Ibrahim","phone":"6043634133","orgname":"Convoy Supply","customer_acct_name":"Convoy Supply","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026","ip4":"127.0.0.1","fields":{"do_id":"AST0641","full_name":"Farrah Ibrahim, CPA","members_type":"AST","city_1":"Richmond","province":"BC","language":"English","phone_2":"6043634133","lead_status":"Renewed AST","new_member_date_2":"2017-09-20","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"129452","no_email_solicitation":"False","pds_march":"2","area_code":"778","time_zone":"5","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T12:23:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"2","old_do_id":"L25A01831","paid_thru":"2026-08-31","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST0641","temp_intcode_for_auto_old_int_code":"6","date_of_renewal_identification":"2025-09-17","pds_september":"2","last_infoline_date_type":"2025-12-09","last_act_type":"2025-12-09","telemarketing_call_date":"2026-05-06","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"farrah7861@hotmail.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"9451","email":"abedasultana362@gmail.com","first_name":"Musa","last_name":"Sultana","phone":"5146637522","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":"Musa Abeda Sultana","language":"English","origin":"Lapsed Spring 2024","individual_id":"321771","region":"CDN","lead_status":"Refused","last_engaged_date":"2025-12-09","old_do_id":"L25C06303","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5146637522","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 8 2025 Survey completed In accounting at the moment hope to be moved to payroll at work . Can send application email.","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:19:00-05:00","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","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am in accounting.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Native","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2023-02-16","temp_do_id_for_auto_old_do_id":"L25C06303","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-10-07","pcl_status":"P","pcl_completion_date":"2023-07-11","pf1_status":"P","pf1_completion_date":"2023-12-18","number_of_passed_courses":"2","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"02","trc":"True","wera":"False","sendapplicationform":"2025-12-08T11:15:00-05:00","regular_email_change_date":"2025-12-08T11:15:05-05:00","othermemberbenefit":"","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"I am in accounting at work and will continue with NPI if I am moved to the payroll,","npichallengesspecify":"","expectationsnotmetspecify":"","membershipcostspecify":"The membership cost.","npivaluenotdeliveredspecify":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","npi_email_temp":"abedasultana362@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-07-11","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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, TMAI","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":"15","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\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 call started with introduction but ended early without completion","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:10-04:00","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":"15","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","latest_paid_thru":"2023-10-31","thewithdrawaldate":"2024-01-05","aitm_status_called":"2026-05-25T12:32:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Tiziana and introduced themselves, explaining the purpose of the call regarding the lapsed Professional membership. The call was very brief and ended before any questions or further discussion took place.","aitm_callsummarytitle":"Brief introduction call ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1f3d2523a1c0d0907796ff32317","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1f3d2523a1c0d0907796ff32317","number_of_total_call_attempts":"2","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"6816","email":"jzhang@coventryconnections.com","first_name":"Jin","last_name":"Zhang","phone":"6137468740","orgname":"Coventry Connections Inc","customer_acct_name":"Coventry Connections Inc","tags":"CSV imported, NPIdealed, npiAlert12","ip4":"0.0.0.0","fields":{"full_name":"Jin Zhang","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"1999-04-01","domain_1":"coventryconnections.com","individual_id":"66871","area_code":"613","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25O01892","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"LB2505769","organization_id":"24968","pds_august":"3","extension_phone_1":"3329","members_type":"CORP","pds_september":"3","intcode":"21","blocnote":"LN Oct 15 2025 Jin said she is no longer in payroll and the new person did not become a member because she said can find info on payroll on line. So the membership was not used enough.","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T10:57:00-04:00","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","do_id":"LB2505769","npi_email_temp":"jzhang@coventryconnections.com","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","company_paid_thru":"2021-03-31","corp_cancel_date":"2021-06-02","company_status":"I"}},"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","latest_paid_thru":"2022-04-30"}},"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":"2025-04-07","last_infoline_date_type":"2022-07-20","date_of_renewal_identification":"2025-11-14","pipeline_2_members_only_ast":"","trc":"False","wera":"False","npi_email_temp":"tina_como@yahoo.ca","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30"}},"seriesid":"163"}
{"contact":{"id":"30685","email":"duguay.maxime@gmail.com","first_name":"Maxime","last_name":"Duguay","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"309147","full_name":"Maxime Duguay","members_type":"CAND","do_id":"L25C00210","city_1":"Montr?al","province":"QC","language":"English","phone_2":"4189527612","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2022-01-19","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":"L25C00210","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-12-29","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-08-21","pf2_status":"P","pf2_completion_date":"2023-04-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"duguay.maxime@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"6824","email":"kristin.ambrozy@perpetualenergyinc.com","first_name":"Kristin","last_name":"Ambrozy","phone":"4032694400","orgname":"Perpetual Energy Inc.","customer_acct_name":"Perpetual Energy Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01953","full_name":"Kristin Ambrozy","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-11-27","domain_1":"perpetualenergyinc.com","individual_id":"283344","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501940","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01953","organization_id":"283345","members_type":"CORP","last_act_type":"2020-11-12","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T16:40:00-05:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kristin.ambrozy@perpetualenergyinc.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"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":"2025-02-06","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","latest_paid_thru":"2025-11-30"}},"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, TMAI, recall pro","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\n2026 May 13 - reached voicemail, no message left\n2026 May 13 - Reached voicemail for Atul; left message.\n2026 May 15 - Reached voicemail; no live contact\n2026 May 15 - reached voicemail; asked to leave message.\n2026 May 19 call reached voicemail\n2026 May 19 call reached voicemail, message left\n2026 May 21 call reached voicemail\n2026 May 21 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","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","latest_paid_thru":"2023-10-31","thewithdrawaldate":"2024-01-05","aitm_status_called":"2026-05-21T09:57:03-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered by a human and went to voicemail.","aitm_callsummarytitle":"Voicemail reached, no human answer","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not engage; voicemail reached.","initialvalue":"Other","othermemberbenefit":"No information provided.","prootherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_18eec8e2457ebdf81f0c5d8bbcb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_18eec8e2457ebdf81f0c5d8bbcb","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"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","latest_paid_thru":"2023-11-30"}},"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","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10022","email":"nancygui9004@gmail.com","first_name":"Guiping","last_name":"Li","phone":"6045263731","orgname":"Prism Construction","customer_acct_name":"Prism Construction","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00038","province":"BC","full_name":"Guiping Li","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"230536","area_code":"604","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"CNPIRETA00142","time_zone":"5","members_type":"AST","new_member_date_2":"2020-03-03","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":"May 20 2025 No longer with the company","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T12:39:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"12","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00038","temp_intcode_for_auto_old_int_code":"21","phone_2":"7785126667","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2015-02-04","pf1_status":"P","pf1_completion_date":"2015-02-09","pf2_status":"P","pf2_completion_date":"2015-03-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-03-11","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"nancygui9004@gmail.com","pcl_completion_date_5":"2020-02-04","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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":"2022-02-08","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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"5455","email":"dcantin@seminairedequebec.ca","first_name":"Denis","last_name":"Cantin","phone":"4186923981","orgname":"S\u00e9minaire de Qu\u00e9bec","customer_acct_name":"S\u00e9minaire de Qu\u00e9bec","tags":"CSV imported, F24 Webinar registration QC, F24 Webinar QC, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O00044","province":"QC","full_name":"Denis Cantin, CPA","language":"French","origin":"2024 FALL","explicit_consent_date":"2006-11-08","domain_1":"seminairedequebec.ca","attended_webinar":"No","lapsed_expiration_date":"2023-01-05","individual_id":"220410","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00022","members_type":"CORP","onesentencenotrenewed":"01","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","dhmsfin_telemarketing_last_contacted_date":"2025-02-20T09:10:00-05:00","phone_2":"4185730620","email2":"nsimard@seminairedequebec.ca","blocnote":"8 1 25 BV 9 1 25 Il a fait l'abonnement mais c'est une employ?e qui s'en est occup? 19 2 25 BV 20 2 25 BV CANTIN DIT ?TRE R?ABONN? ? MAIS DIT QUE C\"EST NANCY SIMARD AU 229 QUI S'EN OCCUPE JE L'ai rappel? et envoyer DOCS aux 2\n dcantin@seminairedequebec.ca","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00044","temp_intcode_for_auto_old_int_code":"1","organization_id":"109840","last_act_type":"2021-12-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dcantin@seminairedequebec.ca","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"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, TMAI","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\n2026 May 08 voicemail reached, no human interaction\n2026 May 08 voicemail reached, no message left\n2026 May 11 call reached voicemail at Vitrium Systems\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail at Vitrium Systems\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no conversation.\n2026 May 15 call connected briefly with Paula but no further conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","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":"15","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":"15","phone_2":"6132279911","last_act_type":"2024-03-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pollyanna.versteeg@gmail.com","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:32-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent attempted to reach Paula on behalf of the National Payroll Institute but the call ended shortly after Paula answered without further conversation. The agent confirmed speaking with Paula before the call was disconnected.","aitm_callsummarytitle":"Brief connection with Paula, no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4139ed8f75e29f98af40fedfda4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4139ed8f75e29f98af40fedfda4","number_of_calls_reached":"1"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"2026-05-06T10:53:00-04:00","blocnote":"May 6 2026 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":"2026-01-31","last_act_type":"2026-01-31","telemarketing_call_date":"2026-05-06","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","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"10459","email":"resydelossantos1@gmail.com","first_name":"Resy","last_name":"Delos Santos","phone":"4038158330","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":"Resy Delos Santos","language":"English","origin":"Lapsed Spring 2024","individual_id":"272068","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-12","old_do_id":"L25C06339","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4038158330","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 17 2025 vm","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T17:41:00-05:00","new_member_date_2":"2023-02-09","temp_do_id_for_auto_old_do_id":"L25C06339","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","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":"she was expecting to find a job because she had the designation","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"Yes","mini_nps":"9","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","old_int_code":"06","last_act_type":"2026-02-27","pcl_status":"P","pcl_completion_date":"2019-04-21","pf1_status":"P","pf1_completion_date":"2019-07-24","pf2_status":"P","pf2_completion_date":"2019-08-19","number_of_passed_courses":"3","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","npi_email_temp":"resydelossantos1@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-09","pcl_completion_date_5":"2024-04-21","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","last_infoline_date_type":"2026-02-27"}},"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","latest_paid_thru":"2023-10-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"267345","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:38:00-04:00","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":"2025-04-07","telemarketing_call_date":"2026-05-01","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","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"29227","email":"mguigue@solmax.com","first_name":"Maude","last_name":"Guigue","phone":"5148136816","orgname":"Solmax International Inc.","customer_acct_name":"Solmax International Inc.","tags":"250205 AST Members, npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Maude Guigue","members_type":"AST","coidnewmbrdate":"2002-05-15","city_1":"Varennes","language":"French","phone_2":"5148136816","lead_status":"Lapsed Member","new_member_date_2":"2023-03-20","pipeline_2_members_only_ast":"","individual_id":"322878","no_email_solicitation":"False","area_code":"514","time_zone":"2","old_do_id":"LB2506419","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"20 mai 2025 bv\r\n21 mai 2025 bv\r\n27 mai 2025 bv\r\n29 mai 2025 bv\r\n2 juin 2025 bv\r\n3 juin 2025 bv\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:02-04:00","canceldate":"2025-05-02","nonactive_reason":"AST->CORP","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"L25A02952","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2026-09-03","company_paid_thru":"2026-04-30","date_of_renewal_identification":"","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"L25A02952","npi_email_temp":"mguigue@solmax.com","ln_entered_date":"2026-03-10","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:18-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately upon connection.","aitm_callsummarytitle":"Voicemail reached, no human answer","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_27428f9c3689cd4692736978591","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_27428f9c3689cd4692736978591","notrenewedwanttorenew":"No"}},"seriesid":"163"}
{"contact":{"id":"5659","email":"rserabionian@medplan.ca","first_name":"Rapha\u00ebl","last_name":"Serabionian","phone":"5148238665","orgname":"Medplan Communications Inc.","customer_acct_name":"Medplan Communications Inc.","tags":"CSV imported, NPIdealed, WR250521, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Rapha\u00ebl Serabionian","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-01-21","domain_1":"medplan.ca","attended_webinar":"No","lapsed_expiration_date":"2022-03-02","organization_id":"296977","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed DEL","last_engaged_date":"2024-12-16","old_do_id":"LB2501654","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","coidnewmbrdate":"2015-05-25","city_1":"Montreal","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","individual_id":"303836","intcode":"99","blocnote":"completer 15 juillet 2025","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T11:19:00-04:00","temp_do_id_for_auto_old_do_id":"LB2507028","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_infoline_date_type":"2022-10-01","last_act_type":"2022-10-01","company_paid_thru":"2026-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507028","npi_email_temp":"rserabionian@medplan.ca","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","corp_cancel_date":"2022-03-02","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"29589","email":"michelle.eade@bhnetwork.com","first_name":"Michelle","last_name":"Eade","phone":"9252269956","orgname":"Blackhawk Network, Inc.","customer_acct_name":"Blackhawk Network, Inc.","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"AST03102","full_name":"Michelle Eade","members_type":"AST","city_1":"Pleasanton","province":"CA","language":"English","phone_2":"9252269956","lead_status":"Renewed AST","new_member_date_2":"2023-02-15","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"280186","no_email_solicitation":"False","area_code":"925","time_zone":"5","old_do_id":"L25A00332","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","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 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 went to voicemail, no contact reached\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":"2026-03-11T18:06:45-04:00","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"AST03102","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2026-03-24","last_act_type":"2026-03-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"michelle.eade@bhnetwork.com","aitm_status_called":"2026-03-11T18:16:48-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call reached voicemail and no conversation with the contact 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":"8","date_of_renewal_identification":"2026-03-27","ai_entered_date":"2026-03-27","telemarketing_call_date":"2026-03-11","old_int_code":"6","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"11038","email":"lynnebent@hotmail.com","first_name":"Sarah","last_name":"Ludvigson","phone":"2507934463","orgname":"Sinclar Group","customer_acct_name":"Sinclar 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":"L25C06436","full_name":"Sarah Ludvigson","language":"English","origin":"Lapsed Spring 2024","individual_id":"309135","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503514","members_type":"CAND","province":"BC","area_code":"250","time_zone":"5","phone_2":"2507934463","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:43:00-05:00","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":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"No","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"Yes","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":"L25C06436","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-01-03","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":"lynnebent@hotmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"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","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"11005","email":"luiscarlossantanafaria@gmail.com","first_name":"Luis","last_name":"Faria","phone":"6472290477","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":"Luis Carlos Santana Faria","language":"English","origin":"Lapsed Spring 2024","individual_id":"320676","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25C06372","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6472290477","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"LNC Nov 25 2025 vm","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T15:25:00-05:00","new_member_date_2":"2023-01-16","temp_do_id_for_auto_old_do_id":"L25C06372","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-16","pcl_status":"F","pcl_completion_date":"2023-04-23","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":"luiscarlossantanafaria@gmail.com","pcl_completion_date_5":"2028-04-23","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"11097","email":"shellfaywang@gmail.com","first_name":"Xiaofei","last_name":"Wang","phone":"4038012127","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":"L25C06642","full_name":"Xiaofei Wang","language":"English","origin":"Lapsed Spring 2024","individual_id":"305075","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503619","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4038012127","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"Mar 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":"2025-09-17T11:17:00-04:00","paid_thru":"2023-08-31","new_member_date_2":"2021-09-13","temp_do_id_for_auto_old_do_id":"L25C06642","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-08-16","pcl_status":"P","pcl_completion_date":"2022-01-16","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"shellfaywang@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7255","email":"nagy@cfwr.mb.ca","first_name":"Kandance","last_name":"Nagy","phone":"2043452514","orgname":"Community Futures Winnipeg River","customer_acct_name":"Community Futures Winnipeg River","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02105","full_name":"Kandance Nagy","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2000-03-01","domain_1":"cfwr.mb.ca","individual_id":"64648","area_code":"204","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501926","time_zone":"3","province":"MB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02105","organization_id":"36922","members_type":"CORP","intcode":"10","blocnote":"LN Oct 15 2025 call back Friday\r\nLN Oct not in","dhmsfin_telemarketing_last_contacted_date":"2025-10-17T10:16:00-04:00","temp_intcode_for_auto_old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nagy@cfwr.mb.ca","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7057","email":"likarpinski@burlingtonhyundai.ca","first_name":"Lisbeth","last_name":"Karpinski","phone":"9056338811","orgname":"Burlington Hyundai","customer_acct_name":"Burlington Hyundai","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Lisbeth Karpinski","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-03-30","domain_1":"burlingtonhyundai.ca","individual_id":"287053","area_code":"514","region":"CDN","lead_status":"Refused","old_do_id":"L25O01905","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"LB2506091","organization_id":"287052","members_type":"CORP","intcode":"21","blocnote":"Oct 15 2025 she is retired and the new payroll said she doesnt know anything about it","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:18:00-04:00","temp_intcode_for_auto_old_int_code":"21","notrenewednolongerinpayroll":"Yes","old_int_code":"12","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506091","npi_email_temp":"likarpinski@burlingtonhyundai.ca","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","company_paid_thru":"2021-02-28","corp_cancel_date":"2021-05-04","company_status":"I"}},"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":"2023-01-02","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","latest_paid_thru":"2024-01-31"}},"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":"2025-01-12","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","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"7091","email":"linu.rt@gmail.com","first_name":"Linu","last_name":"Thomas","phone":"9054589692","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503022","full_name":"Linu Thomas","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2009-11-01","individual_id":"109594","region":"CDN","lead_status":"Refused","old_do_id":"C17589","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-01-07","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":"2021-10-31","new_member_date_2":"2009-11-01","temp_do_id_for_auto_old_do_id":"LB2503022","temp_intcode_for_auto_old_int_code":"21","phone_2":"9054589692","last_act_type":"2022-07-04","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":"2007-05-24","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"linu.rt@gmail.com","pcl_completion_date_5":"2012-02-08","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"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":"146781.0","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","latest_paid_thru":"2024-01-31"}},"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, npiAlert20, AI Contacts sent to TM 2026, 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":"Pre-membership expiration","individual_id":"253851","no_email_solicitation":"False","area_code":"902","time_zone":"1","intcode":"10","blocnote":"June 1 2026 She is on maternity leave.","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T10:47:00-04:00","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":"AST0351","temp_intcode_for_auto_old_int_code":"10","last_infoline_date_type":"2020-03-17","last_act_type":"2025-04-06","telemarketing_call_date":"2026-05-04","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","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16","old_int_code":"6"}},"seriesid":"163"}
{"contact":{"id":"30667","email":"ella5146775611@gmail.com","first_name":"Jinying","last_name":"Zhang","phone":"5146775611","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":"333934","full_name":"Jinying Zhang","members_type":"CAND","do_id":"L25C00448","city_1":"Scarborough","province":"ON","language":"English","phone_2":"5146775611","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-31","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00448","last_act_type":"2024-01-30","pcl_status":"F","pcl_completion_date":"2024-04-27","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:58:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ella5146775611@gmail.com","pcl_completion_date_5":"2029-04-27","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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":"2026-06-04","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","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"29234","email":"nesdtagaban@gmail.com","first_name":"Janice","last_name":"David-Tagaban","phone":"","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":"L25A03015","full_name":"Janice David-Tagaban","members_type":"AST","city_1":"Port Coquitlam","province":"BC","language":"English","phone_2":"6044409683","lead_status":"Lapsed Member","new_member_date_2":"2018-02-20","pipeline_2_members_only_ast":"","individual_id":"260905","no_email_solicitation":"False","time_zone":"5","intcode":"03","blocnote":"Oct 16 2025 vm  Oct 30 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached Kenneth, Janice not available, no direct number provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:06-04:00","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":"L25A03015","temp_intcode_for_auto_old_int_code":"03","last_act_type":"2025-06-01","last_engaged_date":"2026-01-31","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2018-06-10","pf1_status":"P","pf1_completion_date":"2018-09-25","pf2_status":"P","pf2_completion_date":"2019-01-14","number_of_passed_courses":"3","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:11-05:00","npi_email_temp":"nesdtagaban@gmail.com","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST0339","pcl_completion_date_5":"2023-06-10","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-25T14:07:06-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"9","npi_transcriptsummary":"The agent called to speak with Janice David-Tagaban but reached Kenneth instead, who informed that Janice was at home and did not provide a direct number. The agent decided to try calling back later and ended the call.","aitm_callsummarytitle":"Call reached Kenneth, Janice unavailable","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2ee0ef188268f4e5438ea1c4a57","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2ee0ef188268f4e5438ea1c4a57","old_int_code":"6","number_of_calls_reached":"6"}},"seriesid":"163"}
{"contact":{"id":"9328","email":"tiff.linli@gmail.com","first_name":"Tiffany","last_name":"Lin","phone":"7789451301","orgname":"Quality Chain Canada Ltd.","customer_acct_name":"Quality Chain Canada Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07483","province":"BC","full_name":"Tiffany Lin","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"294953","area_code":"888","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500323","time_zone":"5","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","members_type":"CAND","paid_thru":"2021-10-31","new_member_date_2":"2020-11-17","temp_do_id_for_auto_old_do_id":"L25C07483","phone_2":"6043295132","last_infoline_date_type":"2020-09-12","last_act_type":"2020-09-12","pcl_status":"P","pcl_completion_date":"2021-03-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"tiff.linli@gmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"seriesid":"163"}
{"contact":{"id":"9344","email":"kristen.cathryn@gmail.com","first_name":"Kristen","last_name":"McDermid","phone":"5197229435","orgname":"A&W \/ MSD-KW","customer_acct_name":"A&W \/ MSD-KW","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07059","province":"ON","full_name":"Kristen McDermid","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"255152","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500800","time_zone":"2","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":"2017-08-22","temp_do_id_for_auto_old_do_id":"L25C07059","phone_2":"5197229435","last_infoline_date_type":"2021-01-11","last_act_type":"2021-01-11","pcl_status":"P","pcl_completion_date":"2018-01-28","pf1_status":"P","pf1_completion_date":"2018-04-29","pf2_status":"P","pf2_completion_date":"2018-07-08","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":"kristen.cathryn@gmail.com","pcl_completion_date_5":"2023-01-28","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"191679","no_email_solicitation":"False","area_code":"709","time_zone":"1","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T10:38:00-04:00","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":"06","last_act_type":"2025-08-09","telemarketing_call_date":"2026-05-06","number_of_passed_courses":"0","old_int_code":"99","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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
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{"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, TMAI","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":"15","blocnote":"Aug 13 2025 Survey completed She is no longer in payroll.\n2026 May 08 brief call started with Muskan but ended abruptly","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:30-04:00","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":"15","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","latest_paid_thru":"2022-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:30-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Muskan and introduced herself, mentioning the lapsed Associate membership. The call was very brief and ended abruptly without completing the conversation or any survey questions.","aitm_callsummarytitle":"Brief call with Muskan ended abruptly","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f269496a98ab969c89eeadcfba9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f269496a98ab969c89eeadcfba9","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"29214","email":"lily20090622@gmail.com","first_name":"Ying","last_name":"Li","phone":"4169000679","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0834","full_name":"Ying Li","members_type":"AST","city_1":"Richmond Hill","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"2011-01-07","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"179598","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"7","area_code":"416","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:36:00-04:00","pipeline_1_lapsed_members":"","pds_may":"7","cert_status":"WITHDRAWN_CPE","pds_july":"7","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"7","temp_do_id_for_auto_old_do_id":"AST0834","temp_intcode_for_auto_old_int_code":"06","pds_september":"7","last_infoline_date_type":"2023-03-13","last_act_type":"2025-12-24","telemarketing_call_date":"2026-05-01","pcl_status":"P","pcl_completion_date":"2011-04-25","pf1_status":"P","pf1_completion_date":"2011-08-18","pf2_status":"P","pf2_completion_date":"2012-01-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-01-25","number_of_passed_courses":"4","pds_october":"7","trc":"False","wera":"False","pds_november":"7","date_of_renewal_identification":"2026-01-04","old_int_code":"99","npi_email_temp":"lily20090622@gmail.com","pcl_completion_date_5":"2016-04-25","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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":"2022-06-10","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","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"10561","email":"zy_lhxcn@hotmail.com","first_name":"Hongxia","last_name":"Li","phone":"9054740710","orgname":"SARKU JAPAN","customer_acct_name":"SARKU JAPAN","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Hongxia Li","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"285159","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"L25P00040","time_zone":"2","members_type":"PRO","canceldate":"2023-04-04","new_member_date_2":"2020-02-11","pipeline_1_lapsed_members":"Refused Lapsed","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"may 22 2025 name not available\r\nSept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:02:00-04:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"LB2507776","temp_intcode_for_auto_old_int_code":"21","phone_2":"6472863210","last_act_type":"2023-03-07","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":"2020-05-31","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":"2020-12-22","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507776","npi_email_temp":"zy_lhxcn@hotmail.com","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"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":"2026-03-22","last_act_type":"2026-03-31","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","npi_email_temp":"stephaniedaraiche@yahoo.ca","pcp_we":"APPROVED","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"30669","email":"dahllauram@gmail.com","first_name":"Laura","last_name":"Dahl","phone":"2503740679","orgname":"","customer_acct_name":"","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333964","full_name":"Laura Dahl","members_type":"CAND","do_id":"L25C00449","coidnewmbrdate":"2021-09-09","city_1":"Savona","province":"BC","language":"English","phone_2":"2503195152","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2024-02-01","area_code":"250","time_zone":"5","blocnote":"15 April 2025 VM  23 April 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T14:35:00-04:00","intcode":"21","old_do_id":"12","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C00449","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-01-23","pcl_status":"P","pcl_completion_date":"2024-06-04","pf1_status":"P","pf1_completion_date":"2024-12-21","pf2_status":"P","pf2_completion_date":"2026-05-13","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"dahllauram@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"29690","email":"ntremblay@live.com","first_name":"Nancy","last_name":"Tremblay","phone":"5144212110","orgname":"LANAUCO","customer_acct_name":"LANAUCO","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1435","full_name":"Nancy Tremblay","members_type":"AST","city_1":"LaSalle","province":"QC","language":"French","phone_2":"5148243491","lead_status":"Renewed APX","new_member_date_2":"2019-03-26","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"184213","canceldate":"2016-03-04","no_email_solicitation":"False","pds_march":"2","area_code":"514","time_zone":"2","intcode":"16","blocnote":"21 mai 2025 bv\r\n22 mai 2025 n'est plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T10:15:00-04:00","value_help_with_complex":"No","pds_july":"2","paid_thru":"2026-03-31","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST1435","temp_intcode_for_auto_old_int_code":"16","pds_september":"2","last_infoline_date_type":"2024-09-23","last_act_type":"2025-05-26","telemarketing_call_date":"2025-05-22","pcl_status":"P","pcl_completion_date":"2012-06-07","pf1_status":"P","pf1_completion_date":"2013-02-11","pf2_status":"F","pf2_completion_date":"2021-10-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-01-07","number_of_passed_courses":"3","pds_october":"2","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:27-05:00","last_engaged_date":"2025-12-01","pds_november":"2","npi_email_temp":"ntremblay@live.com","apx_entered_date":"2026-02-14","pcl_completion_date_5":"2017-06-07","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31"}},"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","latest_paid_thru":"2021-08-31","company_paid_thru":"2021-08-31","corp_cancel_date":"2021-11-02","company_status":"I"}},"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":"2026-04-05","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","npi_email_temp":"paolo.a.escudero@gmail.com","pcl_completion_date_5":"2015-09-27","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"5484","email":"amcoron@duchesnay.com","first_name":"Anne-Marie","last_name":"Coron","phone":"4504337734","orgname":"Duchesnay Inc.","customer_acct_name":"Duchesnay Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01818","province":"QC","extension_phone_1":"307","full_name":"Anne-Marie Coron, CPA","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2011-01-26","domain_1":"duchesnay.com","attended_webinar":"No","lapsed_expiration_date":"2022-03-02","individual_id":"255518","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501567","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"05","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:04:00-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01818","temp_intcode_for_auto_old_int_code":"5","organization_id":"180929","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amcoron@duchesnay.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"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, TMAI","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\n2026 May 08 call to Friendship Center, no contact with Mary Charlie, call ended politely\n2026 May 11 call reached wrong person, no renewal discussion.\n2026 May 13 call reached voicemail, no human answer\n2026 May 15 call reached Mary, introduction made but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T12:33:01-04:00","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":"Preferred not to say","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"15","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":"15","last_act_type":"2022-07-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vnfc.finance@vnfc.ca","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T12:33:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent reached Mary and introduced herself, explaining the purpose of the call regarding the lapsed Associate membership. The call was very brief and ended shortly after the introduction without further conversation or questions.","aitm_callsummarytitle":"Brief introduction call to Mary about lapsed membership","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","old_int_code":"06","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_273b8c930f8a0cde577840beab9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_273b8c930f8a0cde577840beab9","number_of_calls_reached":"3","onesentencenotrenewed":"Contact was not Mary and did not transfer the call.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact was not the intended person and did not continue the call."}},"seriesid":"163"}
{"contact":{"id":"5639","email":"lleblanc@muniles.ca","first_name":"Linda","last_name":"Leblanc","phone":"4189863100","orgname":"Municipalit\u00e9 Les \u00celes-de-la-Madeleine","customer_acct_name":"Municipalit\u00e9 Les \u00celes-de-la-Madeleine","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O00268","province":"QC","extension_phone_1":"282","full_name":"Linda Leblanc","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2020-10-08","domain_1":"muniles.ca","attended_webinar":"Yes","lapsed_expiration_date":"2022-12-02","individual_id":"293148","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETO00611","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-02-28T14:00:54-05:00","blocnote":"7 1 25 BV a trouv? questionnaire long et redondant 19 2 25 BV 28 2 25 BV","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O00268","temp_intcode_for_auto_old_int_code":"6","organization_id":"293535","last_act_type":"2020-08-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lleblanc@muniles.ca","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"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","latest_paid_thru":"2024-02-29","company_paid_thru":"2024-02-29","corp_cancel_date":"2024-03-06","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5509","email":"lcloutier@multicourtage.com","first_name":"Lucie","last_name":"Cloutier","phone":"4507745751","orgname":"Multi Courtage Capital Inc.","customer_acct_name":"Multi Courtage Capital Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01484","province":"QC","full_name":"Lucie Cloutier","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2016-12-22","domain_1":"multicourtage.com","attended_webinar":"No","lapsed_expiration_date":"2016-12-22","individual_id":"249232","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501441","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:45:00-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25O01484","temp_intcode_for_auto_old_int_code":"6","organization_id":"249231","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lcloutier@multicourtage.com","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","company_paid_thru":"2023-11-30","corp_cancel_date":"2024-02-03","company_status":"I"}},"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":"2023-04-10","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","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"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":"2022-05-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gugonnaonyenuma@effecthope.org","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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":"2026-01-23","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","npi_email_temp":"chin_cali2000@yahoo.com","pcl_completion_date_5":"2022-04-23","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"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, npiAlert20, AI Contacts sent to TM 2026, 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":"Pre-membership expiration","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":"June 1 2026 She is not interested in webinar or renewal email..","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T11:20:00-04:00","intcode":"10","pipeline_1_lapsed_members":"","sendpreexpirationemail":"2025-07-14T13:49:00-04:00","mini_nps":"","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":"10","last_conf_date_type":"2023-07-12","last_act_type":"2025-06-27","telemarketing_call_date":"2026-05-01","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":"06","trc":"False","wera":"False","npi_email_temp":"bsmith@mhc.ab.ca","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16","renewal_refusal_reasons":""}},"seriesid":"163"}
{"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","npi_email_temp":"navjeetcheema28@gmail.com","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"5500","email":"gauthierrichard@ymail.com","first_name":"Richard","last_name":"Gauthier","phone":"5142491186","orgname":"Electritek P&C 2001 Inc.","customer_acct_name":"Electritek P&C 2001 Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01798","province":"QC","full_name":"Richard Gauthier","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2013-01-16","attended_webinar":"No","lapsed_expiration_date":"2022-03-02","individual_id":"210151","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501577","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:19:00-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01798","temp_intcode_for_auto_old_int_code":"6","organization_id":"210148","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gauthierrichard@ymail.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10069","email":"jtokarcyzk@gmail.com","first_name":"Jeremy","last_name":"Tokarcyzk","phone":"5196311881","orgname":"Railway City Brewing Company","customer_acct_name":"Railway City Brewing Company","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Jeremy Tokarcyzk","language":"English","origin":"Lapsed Spring 2024","individual_id":"317733","area_code":"226","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2505739","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"2267001683","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","intcode":"99","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","canceldate":"2026-03-03","paid_thru":"2025-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T18:33:00-04:00","new_member_date_2":"2025-01-17","temp_do_id_for_auto_old_do_id":"L25C08792","temp_intcode_for_auto_old_int_code":"99","extension_phone_1":"5432","old_int_code":"6","last_act_type":"2025-01-17","pcl_status":"F","pcl_completion_date":"2023-02-23","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"L25C08792","npi_email_temp":"jtokarcyzk@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"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":"2026-04-05","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","npi_email_temp":"devineniis@gmail.com","pcl_completion_date_5":"2017-01-03","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"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":"WITHDRAWN_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","latest_paid_thru":"2026-05-31"}},"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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"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","latest_paid_thru":"2025-12-31"}},"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","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6917","email":"kavip_2004@yahoo.ca","first_name":"Kavita","last_name":"Patel","phone":"6476323446","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503050","full_name":"Kavita Patel","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-01-19","individual_id":"227042","region":"CDN","lead_status":"Refused","old_do_id":"C17628","nonactive_reason":"bounced","notrenewedother":"No valid email, No valid Phone","canceldate":"2021-03-02","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-12-31","new_member_date_2":"2015-01-19","temp_do_id_for_auto_old_do_id":"LB2503050","temp_intcode_for_auto_old_int_code":"21","phone_2":"6476323446","last_act_type":"2022-04-01","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","npi_email_temp":"kavip_2004@yahoo.ca","pcl_completion_date_5":"2019-10-03","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31"}},"seriesid":"163"}
{"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":"2018-01-10","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","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"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","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"10140","email":"k.grant1@hotmail.com","first_name":"Karen","last_name":"Grant","phone":"6478818711","orgname":"KLBG Consulting","customer_acct_name":"KLBG Consulting","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Karen Grant","language":"English","origin":"Lapsed Spring 2024","individual_id":"22682","area_code":"647","region":"CDN","lead_status":"Refused","old_do_id":"L25A02221","time_zone":"2","province":"ON","members_type":"AST","phone_2":"4162660124","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"13 March 2025 Survey completed - The only reason she didn't renew was because she retired\n2026 May 08 contact answered, completed survey, declined renewal due to retirement","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:09-04:00","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","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"61+","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-11-02","new_member_date_2":"2001-09-01","no_email_solicitation":"FALSE","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A02221","temp_intcode_for_auto_old_int_code":"1","last_infoline_date_type":"2017-11-29","last_conf_date_type":"2018-06-27","last_act_type":"2022-08-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"k.grant1@hotmail.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:09-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Karen to discuss her lapsed Associate membership with the National Payroll Institute. Karen answered the survey questions, rated her satisfaction as very high, but declined to renew because she is retired. The call ended politely with no further action taken.","aitm_callsummarytitle":"Membership Lapse Survey - Declined Renewal","onesentencenotrenewed":"Contact declined to renew because she is retired.","initialvalue":"Stay Current","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bd64385008c3cc9a668c873e39a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bd64385008c3cc9a668c873e39a","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5463","email":"marie-josee.allard@frq.gouv.qc.ca","first_name":"Marie-Jos\u00e9e","last_name":"Allard","phone":"4186438560","orgname":"Les Fonds de Recherche du Qu\u00e9bec - FRQNT-FRQS-FRQSC","customer_acct_name":"Les Fonds de Recherche du Qu\u00e9bec - FRQNT-FRQS-FRQSC","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02227","province":"QC","full_name":"Marie-Jos\u00e9e Allard","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"1997-09-24","domain_1":"frq.gouv.qc.ca","attended_webinar":"Yes","lapsed_expiration_date":"2022-12-02","individual_id":"58021","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501556","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T10:25:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O02227","temp_intcode_for_auto_old_int_code":"6","organization_id":"12661","pds_august":"8","pds_september":"8","last_infoline_date_type":"2017-09-03","last_act_type":"2017-05-31","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"marie-josee.allard@frq.gouv.qc.ca","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5523","email":"mireille.pelletier@ywcaquebec.qc.ca","first_name":"Mireille","last_name":"Pelletier","phone":"4186832155","orgname":"YWCA Quebec","customer_acct_name":"YWCA Quebec","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01514","province":"QC","full_name":"Mireille Pelletier","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2022-11-02","domain_1":"ywcaquebec.qc.ca","attended_webinar":"No","lapsed_expiration_date":"2022-11-02","individual_id":"327828","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501448","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T10:00:00-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01514","temp_intcode_for_auto_old_int_code":"6","organization_id":"318296","last_act_type":"2023-12-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mireille.pelletier@ywcaquebec.qc.ca","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"17558","email":"victor.sj.sei@gmail.com","first_name":"Victor","last_name":"Sei","phone":"6047073300","orgname":"MEC Mountain Equipment Company","customer_acct_name":"MEC Mountain Equipment Company","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Victor Sei, CPHR","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-03-04","do_id":"L25A02441","individual_id":"212054","members_type":"AST","time_zone":"5","area_code":"604","never_call":"REFUSED","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502242","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-05-04","new_member_date_2":"2013-03-04","no_email_solicitation":"FALSE","pds_march":"10","pipeline_2_members_only_ast":"","intcode":"06","blocnote":"may 27 2025 vm\r\nLN Sept 22 2025 vm\n2026 May 08 call reached MEC Home Office, no Victor Sei found, call ended.\n2026 May 11 multiple holds and transfers, reached Janet who could not connect to Victor Sei\n2026 May 13 call reached voicemail, no human answer\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached MEC customer care, unable to reach Victor Sei, given head office number instead.\n2026 May 19 call redirected multiple times through MEC automated system and customer care, did not reach Victor Sei or complete membership discussion\n2026 May 21 contact informed Victor Sei is not available and provided alternative email contact\n2026 May 25 call reached MEC automated system, no human contact made\n2026 May 25 call went to voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:07-04:00","pds_july":"10","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A02441","temp_intcode_for_auto_old_int_code":"06","pds_august":"10","phone_2":"6043284074","pds_september":"10","last_infoline_date_type":"2019-08-16","last_act_type":"2020-04-02","number_of_passed_courses":"0","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"victor.sj.sei@gmail.com","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-25T14:22:06-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"9","npi_transcriptsummary":"The call was not answered and went to voicemail immediately.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","onesentencenotrenewed":"Could not reach the intended contact; call ended with alternative contact information provided.","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"03","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_72ef70cf6e48f092d5679fd4d7c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_72ef70cf6e48f092d5679fd4d7c","number_of_calls_reached":"5","mini_nps":"3","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not reachable at provided number; call transferred to customer care instead of Victor.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"30651","email":"smith.holly@outlook.com","first_name":"Holly","last_name":"Cossu","phone":"9052672551","orgname":"Allseating Corp.","customer_acct_name":"Allseating Corp.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333828","full_name":"Holly Cossu","members_type":"CAND","coidnewmbrdate":"2018-04-20","city_1":"Mississauga","province":"ON","language":"English","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2024-01-29","area_code":"905","time_zone":"2","canceldate":"2025-03-04","organization_id":"144561","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"LB2507267","last_act_type":"2024-01-31","pcl_status":"P","pcl_completion_date":"2024-05-06","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 6 2025 The controller of the company said that Holly is no longer in payroll she has taken another direction.","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T14:33:00-05:00","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":"L25C00440","trc":"True","wera":"False","do_id":"LB2507267","npi_email_temp":"smith.holly@outlook.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29277","email":"lizetteg1380@gmail.com","first_name":"Lizette","last_name":"Guzman","phone":"4038809398","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"old_do_id":"AST0571","full_name":"Lizette Guzman","members_type":"CAND","city_1":"Calgary","province":"AB","language":"English","lead_status":"Renewed Lapsed","new_member_date_2":"2026-03-27","individual_id":"332808","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","time_zone":"4","paid_thru":"2027-02-28","intcode":"99","blocnote":"Aug 14 2025 vm\r\nLN Nov 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-03T11:36:00-05:00","phone_2":"4038809398","temp_do_id_for_auto_old_do_id":"L25A00256","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-03-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lizetteg1380@gmail.com","pcl_status":"E","date_of_renewal_identification":"2026-03-28","old_int_code":"6","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"11000","email":"elmo_123abc@live.com","first_name":"Jade","last_name":"Leroux","phone":"7785808544","orgname":"Tardegraid Accounting Services","customer_acct_name":"Tardegraid Accounting Services","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25C06879","province":"BC","full_name":"Jade Leroux","language":"French","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"307023","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500419","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":"L25C06879","last_act_type":"2021-05-11","pcl_status":"F","pcl_completion_date":"2022-08-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"elmo_123abc@live.com","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:52:00-04:00","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":"06","last_infoline_date_type":"2025-08-22","last_act_type":"2026-04-03","telemarketing_call_date":"2026-05-01","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":"99","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"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","latest_paid_thru":"2022-12-31"}},"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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"10576","email":"jjeffries108@gmail.com","first_name":"Josette","last_name":"Jeffries","phone":"9015098860","orgname":"Defresne Spencer Group","customer_acct_name":"Defresne Spencer Group","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07354","province":"MS","full_name":"Josette Jeffries","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"298125","area_code":"901","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2501783","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":"2021-02-16","temp_do_id_for_auto_old_do_id":"L25C07354","extension_phone_1":"4347","phone_2":"6622001632","last_act_type":"2021-02-15","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"07","blocnote":"LNC Nov 25 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T12:43:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"07","npi_email_temp":"jjeffries108@gmail.com","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"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, TMAI","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":"15","blocnote":"may 22 2025 vm  Sept 5 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 voicemail reached, no contact made\n2026 May 11 call initiated but ended quickly after greeting","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:46-04:00","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":"15","phone_2":"6043603604","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":"ziyad.khan@signal.vin","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31","called_by":"Tri","aitm_status_called":"2026-05-11T13:21:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The call was very brief, with the agent attempting to speak with Ziyad but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Brief call attempt to Ziyad","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2b7a114090b174bbea83d1b1e66","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2b7a114090b174bbea83d1b1e66","mini_nps":"3","old_int_code":"6","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"158253","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"4","blocnote":"May 1 2026 line busy\r\nMay 25 2026 Line busy","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:13:00-04:00","intcode":"07","old_int_code":"06","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":"07","last_act_type":"2025-08-26","telemarketing_call_date":"2026-05-25","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","latest_paid_thru":"2026-08-31"}},"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","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5488","email":"johanne.beaulieu@betonlt.com","first_name":"Johanne","last_name":"Beaulieu","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":"L25O01437","province":"QC","extension_phone_1":"26","full_name":"Johanne Beaulieu","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":"311704","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501432","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:03:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01437","temp_intcode_for_auto_old_int_code":"6","organization_id":"230847","last_act_type":"2022-01-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"johanne.beaulieu@betonlt.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10602","email":"larajcole1@hotmail.com","first_name":"Lara","last_name":"Cole","phone":"7785128869","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":"LB2503832","full_name":"Lara Cole","language":"English","origin":"Lapsed Spring 2024","individual_id":"320779","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001998","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7785128869","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 17 2025 vm\r\nMar 20 2025 vm\r\nApril 2 2025 Refused ended call","dhmsfin_telemarketing_last_contacted_date":"2025-04-02T18:48:00-04:00","intcode":"21","canceldate":"2024-03-02","notrenewedother":"Refused","pipeline_2_members_only_ast":"","paid_thru":"2023-12-31","new_member_date_2":"2023-01-18","temp_do_id_for_auto_old_do_id":"LB2503832","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-18","pcl_status":"F","pcl_completion_date":"2023-03-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"larajcole1@hotmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"87759","no_email_solicitation":"False","pds_march":"1","area_code":"416","time_zone":"2","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-20T10:19:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:45:00-04:00","blocnote":"May 1 2026 Survey completed email AI, not interested in certification winding down career.","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago","last_engaged_date":"2026-05-01","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"1","old_int_code":"99","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":"31","pds_september":"1","last_infoline_date_type":"2023-01-27","last_act_type":"2026-03-14","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendaidate":"2026-05-01T11:45:17-04:00","pds_november":"1","npi_email_temp":"dliehr@sympatico.ca","date_of_renewal_identification":"2026-03-18","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","extension_phone_1":"","email2":"","full_name_2":" ","sendaigeneral":"2026-05-01T11:45:00-04:00","sendaiemail":"2026-05-01T11:45:17-04:00"}},"seriesid":"163"}
{"contact":{"id":"6740","email":"joann8chau@gmail.com","first_name":"Jo","last_name":"Ong","phone":"9057120198","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503035","full_name":"Jo Ann Ong","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"09-ao?t-11","individual_id":"188031","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-23","old_do_id":"C17604","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":"9","paid_thru":"2021-07-31","new_member_date_2":"2011-08-09","temp_do_id_for_auto_old_do_id":"LB2503035","temp_intcode_for_auto_old_int_code":"21","pds_august":"9","phone_2":"9057120198","pds_september":"9","last_conf_date_type":"2020-06-17","last_act_type":"2021-12-31","pcl_status":"P","pcl_completion_date":"2012-01-12","pf1_status":"P","pf1_completion_date":"2012-06-20","pf2_status":"P","pf2_completion_date":"2012-08-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-09-06","number_of_passed_courses":"4","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"joann8chau@gmail.com","pcl_completion_date_5":"2017-01-12","formatted_paid_thru":"31\/07\/2021","latest_paid_thru":"2021-07-31"}},"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","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"7355","email":"paulineannfraser@gmail.com","first_name":"Pauline","last_name":"Fraser","phone":"7785498580","orgname":"Power To Change Ministries","customer_acct_name":"Power To Change Ministries","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502245","full_name":"Pauline Ann Fraser","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2008-09-15","individual_id":"135764","area_code":"778","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-10","old_do_id":"C17542","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-03-03","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":"10","paid_thru":"2019-12-31","new_member_date_2":"2008-09-15","temp_do_id_for_auto_old_do_id":"LB2502245","temp_intcode_for_auto_old_int_code":"21","pds_august":"10","pds_september":"10","last_infoline_date_type":"2018-04-04","last_act_type":"2021-09-30","pcl_status":"P","pcl_completion_date":"2008-12-22","pf1_status":"P","pf1_completion_date":"2009-04-13","pf2_status":"P","pf2_completion_date":"2009-07-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-02-25","number_of_passed_courses":"4","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"paulineannfraser@gmail.com","pcl_completion_date_5":"2013-12-22","formatted_paid_thru":"31\/12\/2019","latest_paid_thru":"2019-12-31"}},"seriesid":"163"}
{"contact":{"id":"10477","email":"djoyal@wechc.org","first_name":"Payroll","last_name":"Department","phone":"5192538481","orgname":"Windsor Essex Community Health Centre","customer_acct_name":"Windsor Essex Community Health Centre","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00135","province":"ON","full_name":"Payroll Department","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-01-25","domain_1":"wechc.org","lapsed_expiration_date":"2023-03-02","individual_id":"318395","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00459","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 22 2025 call back\r\nAug 7 2025 vm\r\nLN Oct 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-07T11:48:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00135","temp_intcode_for_auto_old_int_code":"6","organization_id":"272054","last_act_type":"2023-02-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"djoyal@wechc.org","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"29194","email":"arielle@fixmybooks.ca","first_name":"Gabrielle","last_name":"Smith","phone":"2894398286","orgname":"Fix My Books Inc.","customer_acct_name":"Fix My Books Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST1334","full_name":"Gabrielle Smith","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","lead_status":"Member","new_member_date_2":"2023-06-15","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"326139","no_email_solicitation":"False","area_code":"289","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm  May 6 2026 vm\r\nMay 12 2026 vm  May 15 2026 vm\r\nmay 21 2026 vm, May 27 2026 vm\r\nJune 2 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-02T11:29:00-04:00","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":"AST1334","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-01-20","last_act_type":"2025-03-04","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:31-05:00","npi_email_temp":"arielle@fixmybooks.ca","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31"}},"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":"2020-01-05","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","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29668","email":"philah@gmail.com","first_name":"Weiqing","last_name":"Huang","phone":"7788595613","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert16, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0628","full_name":"Weiqing Huang","members_type":"AST","city_1":"Burnaby","province":"BC","language":"English","phone_2":"7788595613","lead_status":"Renewed APX","new_member_date_2":"2018-09-13","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"267188","no_email_solicitation":"False","time_zone":"5","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T12:06:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-08-31","sendpreexpirationemail":"2025-08-12T18:16:00-04:00","regular_email_change_date":"2025-08-12T13:16:26-04:00","sendapplicationform":"2025-08-12T18:16:00-04:00","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":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"No","value_promote_payroll":"Yes","value_discount_program":"Yes","othermemberbenefit":"","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST0628","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-08-20","telemarketing_call_date":"2026-05-06","pcl_status":"P","pcl_completion_date":"2019-01-07","pf1_status":"P","pf1_completion_date":"2019-05-26","pf2_status":"P","pf2_completion_date":"2019-09-08","number_of_passed_courses":"3","old_int_code":"31","trc":"True","wera":"False","sendaidate":"2025-12-09T14:30:13-05:00","sendaigeneral":"2025-12-09T14:29:00-05:00","senddecemberemail":"2025-12-09T14:30:09-05:00","extension_phone_1":"","email2":"","full_name_2":" ","testimonialagree":"No","testimonialrefusal":"NA","npi_email_temp":"philah@gmail.com","pcl_completion_date_5":"2024-01-07","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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":"2022-12-09","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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"30678","email":"madhvipjp@gmail.com","first_name":"Madhvi","last_name":"Kumar","phone":"4165762014","orgname":"Amazon FFC","customer_acct_name":"Amazon FFC","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"308750","full_name":"Madhvi Kumar","members_type":"CAND","do_id":"L25C00206","city_1":"Brampton","province":"ON","language":"English","phone_2":"4165762014","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2022-01-11","area_code":"416","time_zone":"2","canceldate":"2025-03-04","intcode":"06","blocnote":"April 15 2025 at work until 6\r\nLN Sept 16 2025 vm","onesentencenotrenewed":"CAND Reached 3 years","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T13:06:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00206","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-04-12","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-12-18","pf2_status":"P","pf2_completion_date":"2023-04-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"madhvipjp@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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":{"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":"2018-01-10","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","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"30739","email":"barb.lorefice@gmail.com","first_name":"Barbara","last_name":"Lorefice","phone":"4162228282","orgname":"TCDSB","customer_acct_name":"TCDSB","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320251","full_name":"Barbara Lorefice","members_type":"CAND","do_id":"L25C00239","city_1":"Toronto","province":"ON","language":"English","extension_phone_1":"2206","phone_2":"6472802321","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-12","area_code":"416","time_zone":"2","canceldate":"2025-03-04","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:03:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00239","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-12-01","pcl_status":"F","pcl_completion_date":"2024-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"barb.lorefice@gmail.com","pcl_completion_date_5":"2029-04-24","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10083","email":"lisarozario@hotmail.com","first_name":"Lisa","last_name":"Rozario","phone":"6472415169","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":"L25C08337","full_name":"Lisa Rozario","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"309078","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503273","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6472415169","pipeline_1_lapsed_members":"Lapsed Members","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","canceldate":"2023-03-02","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T15:08:00-05:00","new_member_date_2":"2022-01-25","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C08337","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-04-09","pf1_status":"F","pf1_completion_date":"2022-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lisarozario@hotmail.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"7524","email":"pgschamber@shaw.ca","first_name":"Patti","last_name":"Schamber","phone":"7788081162","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02444","full_name":"Patti Schamber","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-03-01","individual_id":"136194","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502984","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-05-04","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2019-03-01","no_email_solicitation":"FALSE","pds_march":"2","pipeline_2_members_only_ast":"","cert_status":"WITHDRAWN_CPE","province":"BC","time_zone":"5","pds_july":"2","paid_thru":"2021-02-28","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm\n2026 May 08 voicemail reached, no message left\n2026 May 08 voicemail reached, contact Patty asked to leave a message\n2026 May 11 contact not Patti, informed Patti in care home and unreachable\n2026 May 13 call reached voicemail, message left\n2026 May 13 call reached voicemail, no message left\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached a person but contact refused to speak or continue the call.\n2026 May 19 call reached voicemail, no human interaction\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 voicemail reached, message left\n2026 May 25 voicemail reached, message left for callback","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T16:07:05-04:00","temp_do_id_for_auto_old_do_id":"L25A02444","temp_intcode_for_auto_old_int_code":"06","pds_august":"2","phone_2":"7788081162","pds_september":"2","last_infoline_date_type":"2020-04-05","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2009-01-14","pf1_status":"P","pf1_completion_date":"2010-04-20","pf2_status":"P","pf2_completion_date":"2015-12-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-10-26","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"pgschamber@shaw.ca","pcl_completion_date_5":"2014-01-14","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-25T16:22:03-04:00","number_of_call_attempts":"6","number_of_total_call_attempts":"13","npi_transcriptsummary":"The agent called Patti but reached voicemail. Patti requested a callback.","aitm_callsummarytitle":"Voicemail reached, callback requested","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_894a923f71e98dc651229f5c61f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_894a923f71e98dc651229f5c61f","mini_nps":"3","onesentencenotrenewed":"Contact refused to speak and did not want to continue the conversation.","old_int_code":"03","number_of_calls_reached":"2"}},"seriesid":"163"}
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{"contact":{"id":"9368","email":"ksdekeyser@hotmail.com","first_name":"Sara","last_name":"Dekeyser","phone":"5198424246","orgname":"Good Redden Klosler LLP","customer_acct_name":"Good Redden Klosler LLP","tags":"CSV imported, NPIdealed, NPI LN sent to TM, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"do_id":"","province":"ON","full_name":"Sara Dekeyser, CPA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-10-19","lapsed_expiration_date":"2022-12-02","individual_id":"293801","area_code":"519","region":"CDN","lead_status":"Refused","old_do_id":"LB2501079","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"may 20 2025 just answered the one question","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T11:37:00-04:00","onesentencenotrenewed":"we cancelled the corporate membership because we have an individual membership now for the person who takes care of the payroll","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"LB2501079","temp_intcode_for_auto_old_int_code":"21","organization_id":"293802","last_act_type":"2022-11-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ksdekeyser@hotmail.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-27","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9414","email":"kumarsamir091@gmail.com","first_name":"Samir","last_name":"Kumar","phone":"8887539828","orgname":"Canadian Forces Morale and Welfare Services","customer_acct_name":"Canadian Forces Morale and Welfare Services","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07428","province":"ON","full_name":"Samir Kumar, CHRP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295911","area_code":"888","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500674","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":"2020-12-16","temp_do_id_for_auto_old_do_id":"L25C07428","phone_2":"4379996148","last_act_type":"2021-02-18","pcl_status":"P","pcl_completion_date":"2021-03-22","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kumarsamir091@gmail.com","pcl_completion_date_5":"2026-03-22","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"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":"2023-02-03","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","latest_paid_thru":"2022-09-30"}},"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":"2024-01-10","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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"29189","email":"jean.lewis-baker@7-11.com","first_name":"Wilma","last_name":"Lewis-Baker","phone":"9728287667","orgname":"7-11, Canada","customer_acct_name":"7-11, Canada","tags":"payroll.ca visited, 250205 AST Members, 250903 Update Lapsed from Mem portal, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Wilma (Jean) Lewis-Baker","members_type":"CORP","city_1":"Irving","province":"TX","language":"English","phone_2":"9729987680","lead_status":"Renewed Lapsed","new_member_date_2":"2024-03-19","pipeline_2_members_only_ast":"","individual_id":"335564","no_email_solicitation":"False","area_code":"972","time_zone":"3","blocnote":"20 March 2025 VM\r\n24 March 2025 VM\r\n26 March 2025 VM\r\n01 April 2025 VM\r\n03 April 2024 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","dhmsfin_telemarketing_last_contacted_date":"2025-05-05T10:56:00-04:00","old_do_id":"L25A01649","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","canceldate":"2025-05-02","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2505568","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2024-07-24","last_act_type":"2024-07-24","organization_id":"356202","company_paid_thru":"2026-09-30","date_of_renewal_identification":"2026-05-28","number_of_passed_courses":"0","old_int_code":"6","trc":"False","wera":"False","do_id":"LB2505568","npi_email_temp":"jean.lewis-baker@7-11.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"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":"2021-02-06","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","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"11089","email":"emma.colangelo@gmail.com","first_name":"Emma","last_name":"Colangelo","phone":"2264566970","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07473","province":"ON","full_name":"Emma Colangelo","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"269415","area_code":"226","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500822","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","paid_thru":"2021-10-31","new_member_date_2":"2018-11-15","temp_do_id_for_auto_old_do_id":"L25C07473","phone_2":"2264566970","last_act_type":"2020-09-16","pcl_status":"F","pcl_completion_date":"2019-11-21","pf1_status":"P","pf1_completion_date":"2019-11-26","pf2_status":"P","pf2_completion_date":"2020-07-19","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"emma.colangelo@gmail.com","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"seriesid":"163"}
{"contact":{"id":"10049","email":"naolet@yahoo.com","first_name":"Senait","last_name":"Gebremariam","phone":"6478949316","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07510","full_name":"Senait Gebremariam","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293521","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503327","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":"2020-10-09","temp_do_id_for_auto_old_do_id":"L25C07510","phone_2":"6478949316","last_act_type":"2020-09-10","pcl_status":"F","pcl_completion_date":"2020-12-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:07:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"naolet@yahoo.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"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","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"29754","email":"uptoyoumr@gmail.com","first_name":"Mavis","last_name":"Fallon","phone":"6475267609","orgname":"Riverside Natural Foods","customer_acct_name":"Riverside Natural Foods","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, 250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0448","full_name":"Mavis Fallon","members_type":"AST","city_1":"Brampton","province":"ON","language":"English","phone_2":"6475267609","lead_status":"Renewed APX","new_member_date_2":"2023-05-05","last_engaged_date":"2025-05-29","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"25191","canceldate":"2021-02-02","cpa_certification":"CPM","no_email_solicitation":"False","pds_march":"3","area_code":"647","time_zone":"2","intcode":"99","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-23T10:53:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-23T10:53:00-04:00","blocnote":"may 23 2025 completed","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"No","resources_tools_may":"2","last_login_date":"2025-05-30T17:58:03-04:00","member_may":"6","pipeline_1_lapsed_members":"","pds_may":"3","cert_status":"WITHDRAWN_CPE","old_int_code":"11","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":"AST0448","temp_intcode_for_auto_old_int_code":"99","pds_september":"3","last_infoline_date_type":"2026-09-02","last_conf_date_type":"2014-06-17","last_act_type":"2026-01-05","telemarketing_call_date":"2025-05-23","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:47-05:00","pds_november":"3","npi_email_temp":"uptoyoumr@gmail.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","date_of_renewal_identification":"2026-05-06"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"49801","canceldate":"2006-10-02","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:34:00-04:00","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":"2025-02-10","date_of_renewal_identification":"2025-10-09","telemarketing_call_date":"2026-05-01","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","latest_paid_thru":"2026-09-30"}},"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":"2024-01-08","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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"10494","email":"riddhizora@gmail.com","first_name":"Riddhi","last_name":"Zora","phone":"4032172346","orgname":"Soap and More The Learning Centre Inc.","customer_acct_name":"Soap and More The Learning Centre 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":"L25C06446","full_name":"Riddhi Zora, Junior Accountant","language":"English","origin":"Lapsed Spring 2024","individual_id":"285284","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-20","old_do_id":"LB2502447","time_zone":"4","province":"AB","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"14 March 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-03-14T17:21:00-04:00","canceldate":"2024-03-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2023-12-31","new_member_date_2":"2020-01-29","temp_do_id_for_auto_old_do_id":"L25C06446","old_int_code":"12","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-11-16","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":"2021-04-26","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"riddhizora@gmail.com","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"5471","email":"jpilote@comptabilitejp.com","first_name":"Jos\u00e9e","last_name":"Pilote","phone":"8196239503","orgname":"Solutions Comptabilit\u00e9 Entreprises Jos\u00e9e Pilote","customer_acct_name":"Solutions Comptabilit\u00e9 Entreprises Jos\u00e9e Pilote","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01547","province":"QC","extension_phone_1":"222","full_name":"Jos\u00e9e Pilote","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2022-09-08","domain_1":"comptabilitejp.com","attended_webinar":"No","lapsed_expiration_date":"2022-09-08","individual_id":"316547","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501423","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juin 2025 completer dit que cela ne correspondait pas a leurs attente car plusieurs fois elle posait des questions complexe et n'avait pas de bonne r\u00e9ponse on ete tres decu du service et elle ont \u00e9t\u00e9 approcher par t\u00e9l\u00e9phone en leurs citant des services qu'ils offrait mais qu' une fois quelles ont adh\u00e9rer rien des services qu elle souhaiter avoir \u00e9tait disponible","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T11:05:00-04:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25O01547","temp_intcode_for_auto_old_int_code":"6","organization_id":"316546","last_act_type":"2023-10-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jpilote@comptabilitejp.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"11111","email":"shirunwang@gmail.com","first_name":"Shirun","last_name":"Wang","phone":"6049068777","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":"L25C06397","full_name":"Shirun Wang","language":"English","origin":"Lapsed Spring 2024","individual_id":"286055","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503574","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6049068777","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","cpa_certification":"PCP","cert_status":"PENDING","intcode":"01","blocnote":"17 March 2025 VM\r\n31 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\r\nLN \/ 06 November 2025 She is not doing payroll anymore","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T12:30:00-05:00","new_member_date_2":"2021-01-08","temp_do_id_for_auto_old_do_id":"L25C06397","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2023-02-15","pcl_status":"P","pcl_completion_date":"2021-03-22","pf1_status":"P","pf1_completion_date":"2021-05-17","pf2_status":"P","pf2_completion_date":"2021-06-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-22","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":"Yes","expectationsnotmetspecify":"she couldn't find jobs","membershipcost":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"because she wanted a job in payroll","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"No","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","old_int_code":"6","trc":"True","wera":"False","npi_email_temp":"shirunwang@gmail.com","pcl_completion_date_5":"2026-03-22","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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":"2021-05-01","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","latest_paid_thru":"2021-11-30"}},"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":"292204","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","latest_paid_thru":"2022-06-30","company_paid_thru":"2022-06-30","corp_cancel_date":"2022-09-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29618","email":"maureen.e@shaw.ca","first_name":"Maureen","last_name":"Eichel","phone":"6044658227","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0420","full_name":"Maureen Eichel","members_type":"AST","city_1":"Maple Ridge","province":"BC","language":"English","lead_status":"Renewed APX","new_member_date_2":"2010-09-27","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"175659","no_email_solicitation":"False","time_zone":"5","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T12:04:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","date_of_renewal_identification":"2025-09-04","sendjulyemail":"2025-09-12T17:07:00-04:00","sendmayemail":"2025-09-12T17:07:00-04:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST0420","temp_intcode_for_auto_old_int_code":"06","phone_2":"6044658227","last_act_type":"2025-08-26","telemarketing_call_date":"2026-05-06","pcl_status":"P","pcl_completion_date":"2011-04-07","number_of_passed_courses":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:13-05:00","npi_email_temp":"maureen.e@shaw.ca","pcl_completion_date_5":"2016-04-07","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","old_int_code":"31"}},"seriesid":"163"}
{"contact":{"id":"7287","email":"preet2689@gmail.com","first_name":"Harpreet","last_name":"Saini","phone":"6476417271","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":"LB2503357","full_name":"Harpreet Saini","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"303628","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000651","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6476417271","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"10 March 2025 She is not doing payroll anymore","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T21:54:00-04:00","onesentencenotrenewed":"She is not doing payroll anymore","canceldate":"2022-10-04","paid_thru":"2022-07-31","new_member_date_2":"2021-08-19","temp_do_id_for_auto_old_do_id":"LB2503357","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-11-24","pcl_status":"F","pcl_completion_date":"2021-12-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"preet2689@gmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"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","latest_paid_thru":"2022-10-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"276766","no_email_solicitation":"False","pds_march":"2","area_code":"514","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T13:16:00-04:00","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":"2026-08-04","telemarketing_call_date":"2026-05-22","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","latest_paid_thru":"2027-05-31"}},"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":"2022-01-11","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","latest_paid_thru":"2023-08-31"}},"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","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"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, AI Contacts sent to TM 2026","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","latest_paid_thru":"2026-10-31"}},"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\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"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":"2022-12-10","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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"11141","email":"prasadv9@mymacewan.ca","first_name":"Vishal","last_name":"Prasad","phone":"7804232285","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":"LB2500030","province":"AB","full_name":"Vishal Prasad","language":"English","origin":"2023 lapsed Members","domain_1":"mymacewan.ca","lapsed_expiration_date":"2023-06-02","individual_id":"312106","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"12","time_zone":"4","members_type":"CAND","phone_2":"5877785438","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 18 2025 vm  Mar 27 2025 Transferred to accounting no one by that name. Advised to ask for HR.vm","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T19:47:00-04:00","canceldate":"2023-06-02","intcode":"21","paid_thru":"2023-03-31","new_member_date_2":"2022-04-22","temp_do_id_for_auto_old_do_id":"LB2500030","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-18","pcl_status":"P","pcl_completion_date":"2022-08-04","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"prasadv9@mymacewan.ca","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"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","latest_paid_thru":"2023-09-30"}},"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, TMAI","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":"15","blocnote":"may 22 2025 vm  Sept 5 2025 vm\n2026 May 08 call ended after confirming Jeanette was not available\n2026 May 11 call reached wrong person, no callback date provided\n2026 May 13 contact not available, no callback time given.\n2026 May 15 call disconnected early, no conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:06:43-04:00","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":"15","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","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T11:06:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent called to speak with Jeanette but the call was very short and ended abruptly without any meaningful conversation or task completion.","aitm_callsummarytitle":"Call disconnected early without conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8c5fdabd5cd1108216e6514e521","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8c5fdabd5cd1108216e6514e521","number_of_calls_reached":"4","mini_nps":"3","onesentencenotrenewed":"Call ended before any renewal discussion.","initialvalue":"Other","othermemberbenefit":"No information provided","astotherreasonsnottorenew":"Call disconnected early, no reason provided.","age_range":"Preferred not to say","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-04-02","company_status":"I"}},"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","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"11040","email":"adenola.odunuga@mediancu.mb.ca","first_name":"Adenola","last_name":"Odunuga","phone":"2045899723","orgname":"Me-Dian Credit Union of Manitoba Ltd.","customer_acct_name":"Me-Dian Credit Union of Manitoba Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502379","full_name":"Adenola Odunuga, FCA, FCUIC","language":"English","origin":"Lapsed Spring 2024","domain_1":"mediancu.mb.ca","individual_id":"283299","area_code":"204","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CLNPI001109","time_zone":"3","province":"MB","members_type":"CORP","phone_2":"4315885406","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 18 2025 Refused ,His role has changed","dhmsfin_telemarketing_last_contacted_date":"2025-03-18T11:43:00-04:00","onesentencenotrenewed":"It is not a good time plus my role has changed.","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"LB2502379","temp_intcode_for_auto_old_int_code":"21","organization_id":"283297","last_act_type":"2024-01-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"adenola.odunuga@mediancu.mb.ca","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","company_paid_thru":"2023-11-30","corp_cancel_date":"2024-01-26","company_status":"I"}},"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":"2026-04-29","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","npi_email_temp":"lnielsen1973@gmail.com","pcl_completion_date_5":"2016-12-19","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","company_paid_thru":"2026-12-31","organization_id":"140127","company_status":"A"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"63908","no_email_solicitation":"False","pds_march":"1","area_code":"403","time_zone":"4","blocnote":"May 5 2026 she doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T13:00:00-04:00","intcode":"16","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":"12","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":"16","pds_september":"1","last_infoline_date_type":"2025-09-26","last_act_type":"2025-09-26","telemarketing_call_date":"2026-05-05","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","latest_paid_thru":"2026-09-30"}},"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":"2025-07-03","last_conf_date_type":"2008-06-10","last_act_type":"2025-07-03","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","latest_paid_thru":"2025-05-31"}},"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":"2024-01-09","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","latest_paid_thru":"2025-07-31"}},"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":"2022-06-04","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","latest_paid_thru":"2023-03-31"}},"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","latest_paid_thru":"2023-11-30","company_paid_thru":"2023-11-30","corp_cancel_date":"2024-02-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8595","email":"kainegeiricapampanga@yahoo.com","first_name":"Kaine","last_name":"Pampanga","phone":"7802640942","orgname":"East West College","customer_acct_name":"East West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06715","province":"AB","full_name":"Kaine Geirica Pampanga","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"299538","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500145","time_zone":"4","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":"L25C06715","phone_2":"7802640942","last_act_type":"2022-01-16","pcl_status":"F","pcl_completion_date":"2021-09-05","pf1_status":"F","pf1_completion_date":"2021-10-24","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"kainegeiricapampanga@yahoo.com","pcl_completion_date_5":"2026-09-05","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"10039","email":"lisa.curtis@ottobock.com","first_name":"Lisa","last_name":"Curtis","phone":"2892884848","orgname":"Otto Bock HealthCare Canada Ltd.","customer_acct_name":"Otto Bock HealthCare Canada Ltd.","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":"L25O00264","province":"ON","extension_phone_1":"4845","full_name":"Lisa Curtis","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2015-04-23","domain_1":"ottobock.com","lapsed_expiration_date":"2023-06-02","individual_id":"262190","area_code":"289","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00016","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 21 2025 vm Samantha\r\nAug 6 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2026-01-05T09:19:00-05:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00264","temp_intcode_for_auto_old_int_code":"6","organization_id":"106279","pds_august":"1","pds_september":"1","last_infoline_date_type":"2021-02-23","last_act_type":"2023-11-05","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"lisa.curtis@ottobock.com","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"seriesid":"163"}
{"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","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":"2024-11-01","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","latest_paid_thru":"2024-12-31"}},"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":"2020-12-11","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","latest_paid_thru":"2021-10-31"}},"seriesid":"163"}
{"contact":{"id":"11272","email":"bwince@telusplanet.net","first_name":"Barbara","last_name":"Wince","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Barbara Wince","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2012-04-26","lapsed_expiration_date":"2022-06-02","individual_id":"32901","members_type":"CORP","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"LB2504068","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-06-02","province":"AB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"4","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"4","new_member_date_2":"2012-04-26","temp_do_id_for_auto_old_do_id":"LB2504068","temp_intcode_for_auto_old_int_code":"21","pds_august":"4","phone_2":"4038627467","pds_september":"4","last_infoline_date_type":"2020-06-16","last_conf_date_type":"2016-06-15","last_act_type":"2026-04-24","pcl_status":"P","pcl_completion_date":"2013-06-17","pf1_status":"P","pf1_completion_date":"2013-10-24","pf2_status":"P","pf2_completion_date":"2015-10-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-06-10","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"4","organization_id":"5396","paid_thru":"2027-05-31","npi_email_temp":"bwince@telusplanet.net","pcl_completion_date_5":"2018-06-17","formatted_paid_thru":"31\/05\/2027","company_paid_thru":"2027-05-31","latest_paid_thru":"2027-05-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","company_status":"A"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
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{"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":{"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","latest_paid_thru":"2024-01-31"}},"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","latest_paid_thru":"2025-10-31"}},"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","latest_paid_thru":"2022-05-31"}},"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","latest_paid_thru":"2021-09-30"}},"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","latest_paid_thru":"2022-01-31","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-04-02","company_status":"I"}},"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":"2025-01-04","last_conf_date_type":"2025-06-04","last_act_type":"2025-11-04","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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"11332","email":"lainafernandez@yahoo.com","first_name":"Laina","last_name":"Fernandez","phone":"4032994151","orgname":"Co-op","customer_acct_name":"Co-op","tags":"CSV imported, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25P00015","full_name":"Laina Fernandez","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2014-07-30","lapsed_expiration_date":"2022-10-04","individual_id":"211785","members_type":"PRO","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002483","time_zone":"4","province":"AB","canceldate":"2022-10-04","new_member_date_2":"2014-07-30","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-25T11:18:00-05:00","blocnote":"18 February 2025 Sending Candidate membership again\n 25 February 2025 We can't talk to her while at work except by e-mail","onesentencenotrenewed":"PRO reached 3 years limit for renewal","cpa_certification":"PCP","cert_status":"WITHDRAWN","pds_july":"8","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25P00015","temp_intcode_for_auto_old_int_code":"21","pds_august":"8","phone_2":"4036853588","pds_september":"8","last_act_type":"2024-03-26","pcl_status":"P","pcl_completion_date":"2013-04-29","pf1_status":"P","pf1_completion_date":"2013-05-06","pf2_status":"P","pf2_completion_date":"2014-08-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-08-08","number_of_passed_courses":"4","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"lainafernandez@yahoo.com","pcl_completion_date_5":"2018-04-29","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"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","latest_paid_thru":"2025-11-30"}},"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, TMAI","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":"15","blocnote":"may 27 2025 vvm  Sept 5 2025 vm\n2026 May 08 call reached voicemail, no human contact\n2026 May 08 very short call, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:51-04:00","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":"15","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","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:32:14-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was very brief, with the agent attempting to speak with Jintana but no further conversation occurred before the user hung up.","aitm_callsummarytitle":"Brief call, no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5ec1627cde4b5df6ed27b1ae66c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5ec1627cde4b5df6ed27b1ae66c","old_int_code":"6"}},"seriesid":"163"}
{"contact":{"id":"30659","email":"payroll@kanakabarband.ca","first_name":"Lori","last_name":"Spinks","phone":"2504552200","orgname":"Kanaka Bar Indian Band","customer_acct_name":"Kanaka Bar Indian Band","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333877","full_name":"Lori Anne Spinks","members_type":"CAND","do_id":"L25C00444","city_1":"Lytton","province":"BC","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-31","area_code":"250","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00444","last_infoline_date_type":"2024-11-18","last_act_type":"2024-11-18","pcl_status":"F","pcl_completion_date":"2024-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"01","blocnote":"LNC Nov 25 2025 Survey completed She did not have the time to do courses she may eventual become a member again.","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T16:55:00-05:00","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":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"The cost of membership.","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"10","npi_email_temp":"payroll@kanakabarband.ca","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"255388","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","last_engaged_date":"2025-10-11","intcode":"06","blocnote":"Apr 30 2026 vm  May 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T10:06:00-04:00","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":"2026-05-22","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","latest_paid_thru":"2026-07-31"}},"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\n2026 May 08 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:38-04:00","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":"2024-12-05","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","latest_paid_thru":"2025-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:38-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_3653dc27e0c499575c00c34424a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3653dc27e0c499575c00c34424a"}},"seriesid":"163"}
{"contact":{"id":"10490","email":"zainabdurrani@dtstechnical.ca","first_name":"Zainab","last_name":"Durrani","phone":"4162051114","orgname":"DTS Technical Inc.","customer_acct_name":"DTS Technical Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01768","province":"ON","full_name":"Zainab Durrani","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-03-09","domain_1":"dtstechnical.ca","lapsed_expiration_date":"2022-01-10","individual_id":"286512","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501026","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"May 22 2025 Survey completed with Ryan Camick . Zainab Durrani is on maternity leave","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T11:46:00-04:00","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":"It was the membership cost.","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"Initially become members because of a free trial. It was not worth the cost.","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"It was challenging because our team is very busy.","mini_nps":"2","age_range":"46 to 60 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":"L25O01768","temp_intcode_for_auto_old_int_code":"1","organization_id":"260479","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"zainabdurrani@dtstechnical.ca","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-01-10","company_status":"I"}},"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","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"11348","email":"mabrahams40@hotmail.com","first_name":"Michael","last_name":"Abrahams","phone":"4168775633","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503984","full_name":"Michael Abrahams","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2015-01-01","lapsed_expiration_date":"2023-03-02","individual_id":"186330","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002551","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-03-02","province":"ON","cpa_certification":"PCP","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":"2015-01-01","temp_do_id_for_auto_old_do_id":"LB2503984","temp_intcode_for_auto_old_int_code":"21","phone_2":"4168775633","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-07-12","pf1_status":"P","pf1_completion_date":"2011-08-12","pf2_status":"P","pf2_completion_date":"2011-08-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-09-30","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"EXEMPTED","npi_email_temp":"mabrahams40@hotmail.com","pcl_completion_date_5":"2016-07-12","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"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":"2026-03-30","last_conf_date_type":"2025-06-18","last_act_type":"2026-03-30","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","company_paid_thru":"2026-12-31","latest_paid_thru":"2026-12-31","company_status":"A"}},"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":"2023-03-05","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","latest_paid_thru":"2022-11-30"}},"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":"2021-12-04","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","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29759","email":"htylak@emcopper.ca","first_name":"Halina","last_name":"Tylak","phone":"5197537999","orgname":"E&M Copper Products Inc.","customer_acct_name":"E&M Copper Products Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1449","full_name":"Halina Tylak","members_type":"AST","city_1":"Brantford","province":"ON","language":"English","lead_status":"Renewed APX","last_engaged_date":"2025-07-07","new_member_date_2":"2019-08-13","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"278960","no_email_solicitation":"False","pds_march":"1","area_code":"519","time_zone":"2","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:21:00-04:00","pipeline_1_lapsed_members":"","pds_may":"1","pds_july":"1","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","extension_phone_1":"101","temp_do_id_for_auto_old_do_id":"AST1449","temp_intcode_for_auto_old_int_code":"6","pds_september":"1","last_infoline_date_type":"2023-11-28","last_act_type":"2025-07-25","telemarketing_call_date":"2026-05-06","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:50-05:00","pds_november":"1","npi_email_temp":"htylak@emcopper.ca","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"5577","email":"kaitlin.brown@quickcontractors.com","first_name":"Kaitlin","last_name":"Brown","phone":"5145051882","orgname":"QuickContractors.com Inc.","customer_acct_name":"QuickContractors.com Inc.","tags":"CSV imported, paie.ca visited, Payroll Resource Accessed, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00289","province":"QC","extension_phone_1":"778","full_name":"Kaitlin Brown","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-01-15","domain_1":"quickcontractors.com","attended_webinar":"No","lapsed_expiration_date":"2023-03-02","individual_id":"271310","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETO00454","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":"2025-12-08T12:09:00-05:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00289","temp_intcode_for_auto_old_int_code":"6","organization_id":"271309","last_infoline_date_type":"2021-02-16","last_act_type":"2021-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kaitlin.brown@quickcontractors.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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","latest_paid_thru":"2022-02-28"}},"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","latest_paid_thru":"2023-08-31"}},"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":"2024-07-11","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","latest_paid_thru":"2025-11-30"}},"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":"2026-06-04","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","latest_paid_thru":"2025-03-31"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","last_engaged_date":"2024-11-08","old_do_id":"L25A02619","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"AST","new_member_date_2":"2013-08-14","intcode":"01","blocnote":"22 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 Number not in service\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 reached voicemail, no human contact\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 contact answered and completed survey, declined renewal because no longer works in payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T15:08:23-04:00","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":"01","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":"2025-08-01","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","old_int_code":"06","npi_email_temp":"kerrin.steele@albertahealthservices.ca","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-13T15:23:24-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The agent reached Kerrin and conducted a membership survey for the National Payroll Institute. Kerrin expressed satisfaction with the membership but declined to renew because she no longer works in payroll. The call ended politely with no further action taken.","aitm_callsummarytitle":"Membership Survey and Declined Renewal","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_88c7f6bf5e1c79a8959167aa10f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_88c7f6bf5e1c79a8959167aa10f","mini_nps":"5","onesentencenotrenewed":"I no longer work in payroll.","initialvalue":"Networking","age_range":"46-60","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"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":"2020-06-10","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","latest_paid_thru":"2021-09-30"}},"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","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"5548","email":"marie-c.proulx@blaisindustries.com","first_name":"Marie-Christine","last_name":"Proulx","phone":"8197643284","orgname":"","customer_acct_name":"","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":"L25O00347","province":"QC","full_name":"Marie-Christine Proulx","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2017-11-23","domain_1":"blaisindustries.com","attended_webinar":"No","lapsed_expiration_date":"2023-01-05","individual_id":"315963","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00376","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T11:09:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00347","temp_intcode_for_auto_old_int_code":"6","phone_2":"8192796226","last_act_type":"2025-11-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"marie-c.proulx@blaisindustries.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"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","latest_paid_thru":"2026-04-30"}},"seriesid":"163"}
{"contact":{"id":"10504","email":"noladaniels@hotmail.com","first_name":"Nola","last_name":"Daniels","phone":"8884863847","orgname":"Rupertsland Institute","customer_acct_name":"Rupertsland Institute","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02318","province":"AB","extension_phone_1":"2186","full_name":"Nola Daniels","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-08-21","domain_1":"rupertsland.org","lapsed_expiration_date":"2022-10-04","individual_id":"237811","area_code":"888","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500226","time_zone":"4","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2018-06-02","new_member_date_2":"2015-09-25","no_email_solicitation":"False","intcode":"16","blocnote":"May 21 2025 call again\r\nAug 7 2025 vm\r\nLN Oct 7 2025 vm\n2026 May 08 call reached voicemail, no human answered\n2026-05-08 invalid phone destination, phone: +17802448816","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:45-04:00","pipeline_2_members_only_ast":"","organization_id":"243874","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A02318","temp_intcode_for_auto_old_int_code":"16","phone_2":"7802448816","last_act_type":"2019-11-12","pcl_status":"F","pcl_completion_date":"2019-11-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"noladaniels@hotmail.com","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:21:44-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was made to the contact but reached voicemail, and no conversation with a human took place. The agent left a message prompt for the contact to leave a message.","aitm_callsummarytitle":"Call reached voicemail, no answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_3d5c0dfe43168f151d289d153ab","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3d5c0dfe43168f151d289d153ab","old_int_code":"08","company_paid_thru":"2022-07-31","corp_cancel_date":"2022-10-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29641","email":"martinsdonna@hotmail.com","first_name":"Donna","last_name":"Martins","phone":"5875857066","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Exclusion List 250404, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0919","old_do_id":"252852","full_name":"Donna Martins","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"5875857066","lead_status":"Renewed APX","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","new_member_date_2":"2021-07-30","time_zone":"4","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:05:00-04:00","intcode":"06","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","pipeline_1_lapsed_members":"","individual_id":"252852","sendpreexpirationemail":"2025-07-14T13:57:00-04:00","sendapplicationform":"2025-07-14T13:58:00-04:00","mini_nps":"4","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","othermemberbenefit":"","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0919","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-03-19","last_act_type":"2025-06-19","telemarketing_call_date":"2026-05-06","pcl_status":"P","pcl_completion_date":"2017-09-03","pf1_status":"F","pf1_completion_date":"2022-10-30","number_of_passed_courses":"1","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:13-05:00","npi_email_temp":"martinsdonna@hotmail.com","pcl_completion_date_5":"2022-09-03","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"9394","email":"romas@hotmail.com","first_name":"Roman","last_name":"Semenov","phone":"2043625853","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07489","full_name":"Roman Semenov","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"294760","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503383","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":"2020-11-12","temp_do_id_for_auto_old_do_id":"L25C07489","phone_2":"2043625853","last_act_type":"2020-12-11","pcl_status":"P","pcl_completion_date":"2021-03-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"romas@hotmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"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, AI Contacts sent to TM 2026, 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":"2026-11-05","last_conf_date_type":"2026-06-02","last_act_type":"2026-11-05","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","latest_paid_thru":"2026-10-31"}},"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":"2021-12-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cpenney@dpminc.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9322","email":"arianedvieira@gmail.com","first_name":"Ariane","last_name":"Thompson","phone":"2892514321","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":"L25C06807","full_name":"Ariane Dantas Thompson, None","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"309244","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503097","members_type":"CAND","province":"ON","area_code":"289","time_zone":"2","phone_2":"2892514321","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:24:00-05:00","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":"The only reason I signed up is to take the courses but \u00abi never needed the memebership.","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":"Basic","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":"2022-01-24","temp_do_id_for_auto_old_do_id":"L25C06807","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-01-24","pcl_status":"F","pcl_completion_date":"2022-05-15","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"1","trc":"False","wera":"False","npi_email_temp":"arianedvieira@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"5460","email":"cvachon@cnc2002.ca","first_name":"Christine","last_name":"Vachon","phone":"4506526319","orgname":"M\u00e9canique CNC (2002) Inc.","customer_acct_name":"M\u00e9canique CNC (2002) Inc.","tags":"CSV imported, payroll.ca visited, paie.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01453","province":"QC","extension_phone_1":"207","full_name":"Christine Vachon","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2015-02-19","domain_1":"cnc2002.ca","attended_webinar":"No","lapsed_expiration_date":"2015-02-19","individual_id":"320219","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501418","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juin 2025 bv r\u00e9pond au nom de Sylvie Ferland","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T10:10:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01453","temp_intcode_for_auto_old_int_code":"6","organization_id":"232379","last_act_type":"2023-06-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cvachon@cnc2002.ca","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29638","email":"mary@glidebookkeeping.com","first_name":"Mary","last_name":"Eley","phone":"3062814595","orgname":"Glide Bookkeeping Inc.","customer_acct_name":"Glide Bookkeeping Inc.","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0424","full_name":"Mary Eley","members_type":"AST","city_1":"Saskatoon","province":"SK","language":"English","phone_2":"3062814595","lead_status":"Member","new_member_date_2":"2019-01-11","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"270684","no_email_solicitation":"False","area_code":"306","time_zone":"3","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T12:16:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T12:17:00-04:00","blocnote":"may 21 2025 completed","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"1","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0424","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2025-04-06","last_act_type":"2025-06-11","telemarketing_call_date":"2025-05-21","pcl_status":"P","pcl_completion_date":"2019-05-06","pf1_status":"F","pf1_completion_date":"2023-09-25","number_of_passed_courses":"1","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:13-05:00","npi_email_temp":"mary@glidebookkeeping.com","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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":{"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","latest_paid_thru":"2020-12-31"}},"seriesid":"163"}
{"contact":{"id":"31169","email":"natasha.groves@gmail.com","first_name":"Natasha","last_name":"Glaser","phone":"7054741944","orgname":"Capitol Centre","customer_acct_name":"Capitol Centre","tags":"250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Natasha Glaser","lead_status":"Member","members_type":"AST","city_1":"North Bay","province":"ON","phone_2":"7054938485","do_id":"AST1698","new_member_date_2":"2025-02-26","no_email_solicitation":"False","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","area_code":"705","time_zone":"2","language":"English","intcode":"31","pipeline_1_lapsed_members":"","individual_id":"344412","sendaprilemail":"Yes","sendjuneemail":"2025-06-10T18:50:00-04:00","sendmayemail":"2025-10-23T11:41:00-04:00","blocnote":"May 11 2026 Survey completed -resource email and application","resourceaware":"Yes","resourcevisitedselfreport":"Last month","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:00:00-04:00","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","othermemberbenefit":"","age_range":"31-45","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"251","temp_do_id_for_auto_old_do_id":"AST1698","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-12-22","last_act_type":"2026-03-24","telemarketing_call_date":"2026-05-11","sendaigeneral":"2026-05-11T11:59:00-04:00","sendoctoberemail":"2025-10-23T11:39:25-04:00","sendaidate":"2026-05-11T12:00:00-04:00","email2":"","full_name_2":" ","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"99","npi_email_temp":"natasha.groves@gmail.com","date_of_renewal_identification":"2026-03-28","ai_entered_date":"2026-03-28","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","sendaiemail":"2026-05-11T12:00:00-04:00","sendcandapplicationform":"2026-05-11T12:00:00-04:00"}},"seriesid":"163"}
{"contact":{"id":"10530","email":"dmitryklinov@aka-group.com","first_name":"Dmitry","last_name":"Klinov","phone":"9026204882","orgname":"Aspin Kemp & Associates Inc.","customer_acct_name":"Aspin Kemp & Associates Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00047","province":"PE","full_name":"Dmitry Klinov","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":"310494","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":"06","blocnote":"May 23 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T10:55:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00047","temp_intcode_for_auto_old_int_code":"6","organization_id":"237704","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dmitryklinov@aka-group.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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":"2020-08-10","last_act_type":"2020-08-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"alis@sussexinsurance.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"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, npiAlert1, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 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":"99","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":"2027-06-30","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST0066","temp_intcode_for_auto_old_int_code":"99","pds_september":"3","last_act_type":"2026-05-22","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\/2027","latest_paid_thru":"2027-06-30","apx_entered_date":"2026-05-16","date_of_renewal_identification":"2026-05-28","old_int_code":"31","ai_entered_date":"2026-05-28"}},"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":"2018-12-01","last_act_type":"2023-02-01","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","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"contact":{"id":"9491","email":"barbara.leverette@axiscapital.com","first_name":"Barbara","last_name":"Leverette, Cpp","phone":"6787460862","orgname":"AXIS Captial","customer_acct_name":"AXIS Captial","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":"L25A02188","full_name":"Barbara Leverette, CPP","language":"English","origin":"Lapsed Spring 2024","domain_1":"axiscapital.com","individual_id":"214604","area_code":"678","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502640","time_zone":"2","province":"GA","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-02-03","new_member_date_2":"2016-12-02","no_email_solicitation":"FALSE","intcode":"15","blocnote":"12 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 VM\r\n10 April 2025 Call cannot be completed\r\n22 April 2025 Call cannot be completed\r\n29 April 2025 VM\r\nLN \/ 08 December 2025 VM\r\n05 September 2025 VM\n2026-05-08 invalid phone destination, phone: +16787460862\n2026 May 08 call attempted but no clear contact confirmation; call ended early.\n2026-05-11 invalid phone destination, phone: +16787460862\n2026 May 11 call reached Barbara Leverette but ended early without renewal discussion.","paid_thru":"2023-11-30","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:43-04:00","temp_do_id_for_auto_old_do_id":"L25A02188","temp_intcode_for_auto_old_int_code":"15","phone_2":"9857744366","last_act_type":"2022-03-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"barbara.leverette@axiscapital.com","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-11T10:21:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","session_id":"call_6169c68c752c8d56887a9f599ab","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6169c68c752c8d56887a9f599ab","npi_transcriptsummary":"The agent reached Barbara Leverette and confirmed her identity, but the call ended shortly after without further conversation or task completion.","aitm_callsummarytitle":"Early Call Disconnection After Identity Confirmation","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No renewal intent expressed during the call.","initialvalue":"Other","othermemberbenefit":"No other member benefit mentioned.","astotherreasonsnottorenew":"Call ended before any reason was provided.","age_range":"Preferred not to say","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2024-12-31"}},"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":"2018-12-01","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","latest_paid_thru":"2021-12-31"}},"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, AI Contacts sent to TM 2026, 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":"2026-04-16","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","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"10584","email":"dmment@myaccess.ca","first_name":"Donna","last_name":"McIntosh","phone":"3067378408","orgname":"DMM ENTERPRISES","customer_acct_name":"DMM ENTERPRISES","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502434","full_name":"Donna McIntosh","language":"English","origin":"Lapsed Spring 2024","domain_1":"myaccess.ca","individual_id":"174249","area_code":"306","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001193","time_zone":"3","province":"SK","members_type":"PRO","phone_2":"3067378408","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"Mar 17 2025 vm\r\nMar 25 2025 vm\r\nApril 2 2025 She is busy with a client call back Thursday or Friday\r\nApril 3 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":"2025-09-16T14:22:00-04:00","pds_july":"10","paid_thru":"2023-08-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","new_member_date_2":"2010-09-08","temp_do_id_for_auto_old_do_id":"LB2502434","temp_intcode_for_auto_old_int_code":"6","pds_august":"10","pds_september":"10","last_infoline_date_type":"2022-10-26","last_conf_date_type":"2014-06-17","last_act_type":"2024-01-31","pcl_status":"P","pcl_completion_date":"2010-12-10","pf1_status":"P","pf1_completion_date":"2011-04-07","pf2_status":"P","pf2_completion_date":"2011-06-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-09-21","number_of_passed_courses":"4","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"dmment@myaccess.ca","pcl_completion_date_5":"2015-12-10","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","last_engaged_date":"2024-11-08","old_do_id":"L25A02291","time_zone":"4","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","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.\n2026 May 08 call answered by gatekeeper, Marsha not reached.\n2026 May 11 reached voicemail, no human interaction\n2026 May 11 contact reached voicemail, no conversation\n2026 May 13 call answered by automated system, did not reach Marsha\n2026 May 15 call intercepted by automated system, no human reached\n2026 May 19 contact declined renewal, no email sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T13:12:00-04:00","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":"03","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":"4","age_range":"46-60","selfpayrollproficiency":"Strong","last_infoline_date_type":"2020-12-30","last_act_type":"2021-08-10","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","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-19T13:12:00-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The agent successfully reached Marsha Miller and conducted a membership survey regarding her National Payroll Institute membership. Marsha indicated her initial reason for joining was to stay current with payroll legislation and rated her satisfaction as a 4. She declined to renew her membership, citing that she is no longer doing payroll work.","aitm_callsummarytitle":"Membership Survey and Decline to Renew","onesentencenotrenewed":"I'm no longer doing payroll.","initialvalue":"Stay Current","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not reached to provide reason.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a646cdcaacd1c5919d62ec92135","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a646cdcaacd1c5919d62ec92135","number_of_calls_reached":"4","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"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","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":"2024-03-01","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"10549","email":"diksha.ca22@gmail.com","first_name":"Diksha","last_name":"Dadheech","phone":"4034099448","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":"LB2504956","full_name":"Diksha Dadheech","language":"English","origin":"Lapsed Spring 2024","individual_id":"319507","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"L25C06482","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"4034099448","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-03","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","paid_thru":"2023-11-30","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T12:27:00-05:00","new_member_date_2":"2022-12-06","temp_do_id_for_auto_old_do_id":"LB2504956","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-07-29","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"F","pf1_completion_date":"2024-02-26","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"21","npi_email_temp":"diksha.ca22@gmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"10078","email":"pamhellier@hotmail.com","first_name":"Pamela","last_name":"Derowin","phone":"4039217692","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":"Pamela Derowin","language":"English","origin":"Lapsed Spring 2024","individual_id":"320711","region":"CDN","lead_status":"Refused","old_do_id":"L25C06394","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4039217692","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"LNC Nov 25 2025 vm","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T12:09:00-05:00","new_member_date_2":"2023-01-17","temp_do_id_for_auto_old_do_id":"L25C06394","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-03-28","pf1_status":"F","pf1_completion_date":"2023-09-25","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":"pamhellier@hotmail.com","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"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, TMAI","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\n2026 May 08 call went to voicemail, no contact made\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, no human answer\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 contact not available, best time to reach is during work hours\n2026 May 15 call reached voicemail, no conversation\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 voicemail reached, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no human answer\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 call went to voicemail, no human answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:07-04:00","temp_do_id_for_auto_old_do_id":"L25A02614","temp_intcode_for_auto_old_int_code":"06","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","called_by":"Tri","aitm_status_called":"2026-05-25T15:22:08-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"13","npi_transcriptsummary":"The call was an outbound attempt to reach Denise but went to voicemail and was not answered by a human.","aitm_callsummarytitle":"Voicemail reached, no answer","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e10aeb613718168cd532e932109","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e10aeb613718168cd532e932109","old_int_code":"03","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29597","email":"jill.thomson@webermfg.ca","first_name":"Jill","last_name":"Thomson","phone":"7055272975","orgname":"Manufacturing Technologies","customer_acct_name":"Manufacturing Technologies","tags":"payroll.ca visited, Member portal, 250205 AST Members, Lapsed Renewed, movePipe2, npiAlert12, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"AST03323","old_do_id":"L25A00232","full_name":"Jill Thomson","members_type":"AST","city_1":"Midland","province":"ON","language":"English","lead_status":"Renewed AST","last_login_date":"2025-02-26T10:51:20-05:00","new_member_date_2":"2026-05-22","individual_id":"265125","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","canceldate":"2025-03-04","no_email_solicitation":"FALSE","area_code":"705","time_zone":"2","intcode":"99","blocnote":"Sept 5 2025 completed ( she asked to send her docs for renewal)\r\n21 October 2025 sent her the e-mail for renewal\r\nLN \/ 31 October 2025 She filled the application, waiting for accounting to pay\r\nLN \/ 16 December 2025 She will follow up\n2026 May 08 contact answered, interested in renewal, email sent - NPI# 29597","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","paid_thru":"2027-05-31","phone_2":"7055276868","sendapplicationform":"2026-05-08T10:34:00-04:00","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","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":"46-60","selfpayrollproficiency":"Advance","last_engaged_date":"2026-05-26","temp_do_id_for_auto_old_do_id":"AST03323","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2019-04-09","last_act_type":"2026-05-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jill.thomson@webermfg.ca","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted Jill regarding her lapsed Associate membership with the National Payroll Institute. Jill answered the survey questions, expressed possible interest in renewing, and confirmed her email address for receiving the renewal application form, which was sent during the call.","aitm_callsummarytitle":"Membership Renewal Interest Confirmed","initialvalue":"Stay Current","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_f5e3e089d241985297680842122","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f5e3e089d241985297680842122","number_of_calls_reached":"1","date_of_renewal_identification":"2026-05-27","ai_entered_date":"2026-05-27","telemarketing_call_date":"2026-05-08","old_int_code":"2"}},"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","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"29212","email":"dianezhou1123@gmail.com","first_name":"Qiong","last_name":"Zhou","phone":"6044300671","orgname":"Keystone Environmental Ltd.","customer_acct_name":"Keystone Environmental Ltd.","tags":"payroll.ca visited, 250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Qiong (Diane) Zhou, PCP","members_type":"PRO","city_1":"BURNABY","province":"BC","language":"English","phone_2":"6045125863","new_member_date_2":"2018-06-12","pipeline_2_members_only_ast":"","area_code":"604","time_zone":"5","individual_id":"264338","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-20T13:49:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T13:57:00-04:00","blocnote":"20 May 2025 Completed","resourceaware":"No","resourcevisitedselfreport":"","pipeline_1_lapsed_members":"","old_int_code":"1","last_engaged_date":"2025-07-04","job_july":"1","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02207","lead_status":"Not Relevant","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"LB2504954","temp_intcode_for_auto_old_int_code":"11","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2026-04-17","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-09-30","pf1_status":"P","pf1_completion_date":"2019-01-14","pf2_status":"P","pf2_completion_date":"2019-10-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-11-11","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"dianezhou1123@gmail.com","pcl_completion_date_5":"2023-09-30","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"seriesid":"163"}
{"contact":{"id":"30672","email":"williamkwwong2022@gmail.com","first_name":"Kwok","last_name":"Wong","phone":"6728332277","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":"333965","full_name":"Kwok Wai William Wong","members_type":"CAND","do_id":"L25C00450","city_1":"Vancouver","province":"BC","language":"English","phone_2":"6728332277","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-02-01","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00450","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 6 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:49:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"williamkwwong2022@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2024-12-31"}},"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":"2021-02-06","last_act_type":"2021-02-06","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","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"29633","email":"carter.petrie@outlook.com","first_name":"Carter","last_name":"Petrie","phone":"4162267117","orgname":"Verve Senior Living","customer_acct_name":"Verve Senior Living","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A03043","full_name":"Carter Petrie","members_type":"AST","city_1":"Oakville","province":"ON","language":"English","phone_2":"4164355345","lead_status":"Lapsed Member","new_member_date_2":"2022-03-08","pipeline_2_members_only_ast":"","individual_id":"239936","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"15","blocnote":"May 4 2026 vm\r\nMay 6 2026 Survey completed send both emails.\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call connected briefly with Carter, positive initial interaction but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25A03043","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2025-07-07","last_act_type":"2025-07-07","telemarketing_call_date":"2025-10-20","sendaigeneral":"2025-10-20T10:19:00-04:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-20T10:20:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"It is a very useful service. The resources they provide are great. It is a fantastic service altogether. The people are very knowledgeable.","testimonialagree":"No","testimonialrefusal":"","sendoctoberemail":"2025-10-20T18:04:52-04:00","old_int_code":"06","sendaidate":"2025-12-01T10:13:38-05:00","pcl_status":"P","pcl_completion_date":"2016-02-07","pf1_status":"P","pf1_completion_date":"2016-03-06","pf2_status":"P","pf2_completion_date":"2016-04-03","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"carter.petrie@outlook.com","pcl_completion_date_5":"2021-02-07","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","old_do_id":"AST1123","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-06T16:10:00-04:00","sendapxapplicationform":"2026-05-06T16:11:00-04:00","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:21-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Carter and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. The user responded positively but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Brief positive interaction with Carter, call ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_ae1d4a52ab232208eefcd4b99fe","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ae1d4a52ab232208eefcd4b99fe","number_of_calls_reached":"1"}},"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":"2024-05-04","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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"29584","email":"erica_n_d@hotmail.ca","first_name":"Erica","last_name":"Dwarakhanaath","phone":"6479905823","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert3, npiAlert12, npiAlert13, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026","ip4":"127.0.0.1","fields":{"do_id":"AST02616","full_name":"Erica Dwarakhanaath","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"6479905823","lead_status":"Renewed AST","new_member_date_2":"2024-09-06","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"269677","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T10:00:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST02616","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-12-18","mini_nps":"5","sendpreexpirationemail":"2025-10-21T10:11:00-04:00","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":"Yes","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-10-21T10:11:00-04:00","pcl_status":"P","pcl_completion_date":"2019-04-21","number_of_passed_courses":"1","date_of_renewal_identification":"2025-12-19","old_do_id":"L25A02682","trc":"True","wera":"False","telemarketing_call_date":"2026-05-06","old_int_code":"99","npi_email_temp":"erica_n_d@hotmail.ca","pcl_completion_date_5":"2024-04-21","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"9382","email":"romaan.patel@gmail.com","first_name":"Abdul","last_name":"Patel","phone":"6474622171","orgname":"IDP Education","customer_acct_name":"IDP Education","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25C07698","province":"ON","full_name":"Abdul Wahab Roman Patel","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293651","area_code":"833","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-25","old_do_id":"LB2501282","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":"2020-10-14","temp_do_id_for_auto_old_do_id":"L25C07698","phone_2":"6474622171","last_act_type":"2020-10-13","number_of_passed_courses":"0","intcode":"06","blocnote":"NOv 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:31:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"romaan.patel@gmail.com","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"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":"2025-03-06","last_act_type":"2025-03-06","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","latest_paid_thru":"2026-01-31","corp_cancel_date":"2026-05-02","company_status":"I"}},"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":"2020-06-10","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","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"11268","email":"brenda.brodie2@gmail.com","first_name":"Brenda","last_name":"Brodie","phone":"5198351669","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02310","full_name":"Brenda Brodie","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-09-07","lapsed_expiration_date":"2022-11-02","individual_id":"304118","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504057","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","new_member_date_2":"2021-09-07","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","paid_thru":"2022-08-31","intcode":"15","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 She said that she did not take specific payroll courses and not interested\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 contact expressed dissatisfaction due to job loss, did not complete survey","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:44-04:00","temp_do_id_for_auto_old_do_id":"L25A02310","temp_intcode_for_auto_old_int_code":"15","phone_2":"5198351669","last_act_type":"2021-07-09","number_of_passed_courses":"0","old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"brenda.brodie2@gmail.com","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent spoke with Brenda regarding her lapsed Associate membership with the National Payroll Institute. Brenda indicated that she initially joined for networking but expressed dissatisfaction due to not using the membership because her job was no longer available. The call ended before the satisfaction rating was finalized.","aitm_callsummarytitle":"Membership dissatisfaction due to job loss","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_0f3a50e866dbe4622a43340a289","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0f3a50e866dbe4622a43340a289","mini_nps":"1","onesentencenotrenewed":"Did not use the membership because the job was no longer available.","initialvalue":"Networking","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2021-10-31"}},"seriesid":"163"}
{"contact":{"id":"10564","email":"viviennema658@gmail.com","first_name":"Xin","last_name":"Ma","phone":"4319992807","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 Ma","language":"English","origin":"Lapsed Spring 2024","individual_id":"316809","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-10","old_do_id":"LB2503707","members_type":"CAND","province":"ON","area_code":"431","time_zone":"3","phone_2":"4319992807","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","intcode":"21","blocnote":"17 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","paid_thru":"2023-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:58:00-04:00","new_member_date_2":"2022-09-21","temp_do_id_for_auto_old_do_id":"LB2507640","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":"","last_act_type":"2022-09-21","pcl_status":"F","pcl_completion_date":"2022-12-25","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507640","npi_email_temp":"viviennema658@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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, 260522 Lapsed DEL","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":"2022-08-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kswolfs@bobrumball.org","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-27"}},"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":"payrollcompliance visited, payroll.ca visited, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"57734","canceldate":"2003-05-08","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"778","time_zone":"5","intcode":"31","blocnote":"May 1 2026 Survey completed email","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T13:20:00-04:00","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":"2026-03-17","last_act_type":"2026-03-17","telemarketing_call_date":"2026-05-01","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":"2026-05-01T13:20:09-04:00","sendaigeneral":"2026-05-01T13:20:00-04:00","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","latest_paid_thru":"2026-09-30","resourceaware":"No","resourcevisitedselfreport":"","sendaiemail":"2026-05-01T13:20:08-04:00"}},"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","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"6769","email":"cathieb@cowan.ca","first_name":"Cathie","last_name":"Black","phone":"7805775735","orgname":"Cowan Graphics Inc.","customer_acct_name":"Cowan Graphics Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02021","full_name":"Cathie Black","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-08-23","domain_1":"cowan.ca","individual_id":"279448","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501981","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25O02021","organization_id":"279447","members_type":"CORP","last_act_type":"2020-09-21","intcode":"06","blocnote":"LN Oct 15 2025 busy call back another day\r\nLN Oct 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T15:57:00-04:00","temp_intcode_for_auto_old_int_code":"06","old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cathieb@cowan.ca","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31","company_paid_thru":"2020-07-31","corp_cancel_date":"2020-10-02","company_status":"I"}},"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":"2021-03-09","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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"7404","email":"bonniemoore2@gmail.com","first_name":"Bonnie","last_name":"Moore","phone":"6138369646","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":"Bonnie Moore","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-02-08","lapsed_expiration_date":"2022-09-02","individual_id":"303207","region":"CDN","lead_status":"Refused","old_do_id":"L25C07108","members_type":"CAND","province":"ON","area_code":"613","time_zone":"2","phone_2":"6135194724","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 6 2025 Survey completed  She said she is nearing retirement not sure if would like to be a member again.","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T15:02:00-05:00","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":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","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":"2022-09-02","paid_thru":"2022-06-30","new_member_date_2":"2021-07-21","temp_do_id_for_auto_old_do_id":"LB2504527","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-07-21","pcl_status":"F","pcl_completion_date":"2022-02-06","number_of_passed_courses":"0","old_int_code":"01","onesentencenotrenewed":"CAND reached 3 years limit for renewal","othermemberbenefit":"","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","npichallengesspecify":"","expectationsnotmetspecify":"","npivaluenotdeliveredspecify":"","careerchangespecify":"","hardtoparticipateeventsspecify":"I do not have the time.","engagingstrategiesspecify":"","mini_nps":"5","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"False","wera":"False","do_id":"LB2504527","npi_email_temp":"bonniemoore2@gmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"seriesid":"163"}
{"contact":{"id":"7197","email":"mspadafora@upsideeng.com","first_name":"Martha","last_name":"Spadafora","phone":"4032904691","orgname":"Upside Engineering Ltd.","customer_acct_name":"Upside Engineering Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02012","full_name":"Martha Spadafora","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-09-18","domain_1":"upsideeng.com","individual_id":"229013","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501942","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25O02012","organization_id":"124512","pds_august":"2","members_type":"CORP","pds_september":"2","last_infoline_date_type":"2017-04-18","last_act_type":"2017-10-11","intcode":"16","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:23:00-04:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"mspadafora@upsideeng.com","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"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":"2026-03-18","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","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","pf1_status":"E","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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, TMAI","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":"0","blocnote":"May 21 2025 vm\r\nAug 7 2025 vm\r\nLN Oct 7 2025 vm\n2026 May 08 voicemail reached for Debbie McClain\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail of Debbie McClain at BC Dental Association\n2026 May 11 reached wrong number, no renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:47-04:00","pds_july":"6","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A02367","temp_intcode_for_auto_old_int_code":"08","pds_august":"6","phone_2":"6047367588","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","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-11T13:21:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent called a number asking for Debbie but reached a person named Scoop Shariq who informed the agent it was the wrong number. The call ended shortly after with no further action taken.","aitm_callsummarytitle":"Wrong Number Reached","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No conversation with the contact; voicemail reached.","initialvalue":"Other","othermemberbenefit":"No interaction to determine other benefits.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ae5c0cf3b006fc47e2188d06dc2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ae5c0cf3b006fc47e2188d06dc2","old_int_code":"08","number_of_calls_reached":"1"}},"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","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","latest_paid_thru":"2024-12-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"2026-05-21T12:51:00-04:00","blocnote":"Apr 30 2026 vm  May 21 2026 vm","nationalconferenceattend":"No","intcode":"06","pipeline_1_lapsed_members":"","old_int_code":"31","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":"06","last_infoline_date_type":"2026-01-23","last_act_type":"2026-01-23","telemarketing_call_date":"2026-05-21","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","latest_paid_thru":"2026-09-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","last_engaged_date":"2025-03-27","individual_id":"252130","no_email_solicitation":"False","area_code":"204","time_zone":"3","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 25 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:18:00-04:00","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":"2024-01-04","last_act_type":"2025-04-11","number_of_passed_courses":"0","date_of_renewal_identification":"2025-11-13","telemarketing_call_date":"2026-05-25","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","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"9506","email":"rupa.marwah@sudsjiffy.com","first_name":"Rupa","last_name":"Marwah","phone":"5198860561","orgname":"Q.L.O. Management","customer_acct_name":"Q.L.O. Management","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01563","province":"ON","extension_phone_1":"225","full_name":"Rupa Marwah","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2009-04-08","domain_1":"sudsjiffy.com","lapsed_expiration_date":"2023-06-02","individual_id":"143455","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500961","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":"2025-11-28T10:59:00-05:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O01563","temp_intcode_for_auto_old_int_code":"6","organization_id":"143454","pds_august":"2","pds_september":"2","last_act_type":"2023-11-05","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"rupa.marwah@sudsjiffy.com","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"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":"2024-09-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tigist.mba@gmail.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"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":"2022-12-01","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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"29209","email":"liyihui04@hotmail.com","first_name":"Yihui","last_name":"Li","phone":"6479646262","orgname":"Can Partners Group Inc.","customer_acct_name":"Can Partners Group Inc.","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0833","full_name":"Yihui Li","members_type":"AST","city_1":"Markham","province":"ON","language":"English","phone_2":"6479646262","lead_status":"Renewed APX","new_member_date_2":"2023-09-02","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"237545","canceldate":"2016-11-02","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:36:00-04:00","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"31","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":"AST0833","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-07-08","telemarketing_call_date":"2026-05-01","pcl_status":"P","pcl_completion_date":"2024-01-22","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","sendaidate":"2025-12-08T09:55:48-05:00","sendaigeneral":"2025-12-08T09:55:00-05:00","senddecemberemail":"2025-12-08T09:55:47-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"liyihui04@hotmail.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"30726","email":"lena.chau2@gmail.com","first_name":"Lena","last_name":"Chau","phone":"4032318900","orgname":"Brookfield Residential","customer_acct_name":"Brookfield Residential","tags":"WR250326, 250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Lena Chau, PLP","members_type":"CORP","organization_id":"8260","coidnewmbrdate":"1991-12-01","city_1":"Chestermere","province":"AB","phone_2":"4036198886","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","origin":"Lapsed members","found":"individual id","date_of_renewal_identification":"2026-05-28","area_code":"403","time_zone":"4","language":"English","individual_id":"183087","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2506064","cert_status":"ACTIVE","cpa_certification":"CPM","pds_august":"3","pds_september":"3","last_infoline_date_type":"2025-07-29","last_act_type":"2026-12-01","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2011-08-05","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":"2013-05-13","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":"LB2506064","old_do_id":"L25O00625","npi_email_temp":"lena.chau2@gmail.com","pcl_completion_date_5":"2016-08-05","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"6984","email":"kheier@myrgroup.com","first_name":"Kellie","last_name":"Heier","phone":"3032274883","orgname":"MYRT Canada","customer_acct_name":"MYRT Canada","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01899","full_name":"Kellie Heier","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"12-avr-16","domain_1":"myrgroup.com","individual_id":"242533","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502973","pipeline_1_lapsed_members":"Lapsed Members","province":"CO","time_zone":"4","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25O01899","organization_id":"242532","members_type":"CORP","last_act_type":"2021-05-25","intcode":"06","blocnote":"Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T12:54:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kheier@myrgroup.com","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","company_paid_thru":"2021-03-31","corp_cancel_date":"2021-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29191","email":"yizhang89@yahoo.ca","first_name":"Simone","last_name":"Zhang","phone":"9053622111","orgname":"MURRELEKTRONIK INC.","customer_acct_name":"MURRELEKTRONIK INC.","tags":"250205 AST Members, 250521 phone cannot be recovered, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99","ip4":"127.0.0.1","fields":{"do_id":"AST02367","full_name":"Simone Zhang","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"9053622211","lead_status":"Renewed AST","new_member_date_2":"2006-10-24","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"109309","cpa_certification":"PCP","no_email_solicitation":"True","area_code":"905","time_zone":"2","intcode":"16","blocnote":"wrong number","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:33:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"WITHDRAWN","paid_thru":"2026-07-31","extension_phone_1":"204","date_of_renewal_identification":"2025-10-15","temp_do_id_for_auto_old_do_id":"AST02367","temp_intcode_for_auto_old_int_code":"16","old_do_id":"L25A02107","last_act_type":"2025-09-10","telemarketing_call_date":"2026-05-01","pcl_status":"P","pcl_completion_date":"2007-04-23","pf1_status":"P","pf1_completion_date":"2007-06-22","pf2_status":"P","pf2_completion_date":"2007-09-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-02-09","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"yizhang89@yahoo.ca","pcl_completion_date_5":"2012-04-23","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"10092","email":"blairealavallee@gmail.com","first_name":"Blaire","last_name":"Lavallee","phone":"6045126139","orgname":"","customer_acct_name":"","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":"LB2503117","full_name":"Blaire Lavallee","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304414","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-06","old_do_id":"CLNPI000110","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6045126139","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"Mar 13 2025 vm\r\nMar 21 2025 vm msg number is not assigned","dhmsfin_telemarketing_last_contacted_date":"2025-03-21T13:42:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-09","temp_do_id_for_auto_old_do_id":"LB2503117","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2021-10-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"blairealavallee@gmail.com","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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":"Renewed Lapsed","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":"99","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":"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":"L25C08798","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-05-14","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","old_do_id":"LB2506979","npi_email_temp":"ritugulati7@gmail.com","date_of_renewal_identification":"2026-05-16","ln_entered_date":"2026-02-02","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_int_code":"6"}},"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, TMAI","ip4":"127.0.0.1","fields":{"do_id":"AST03343","old_do_id":"L25A00246","full_name":"Stephen Erickson, CPB","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","lead_status":"Renewed AST","new_member_date_2":"2026-06-01","individual_id":"319303","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","canceldate":"2025-03-04","no_email_solicitation":"FALSE","area_code":"780","time_zone":"4","last_engaged_date":"2026-05-31","blocnote":"may 28 2025 completed\n2026 May 08 contact open to renew, sent application form email","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:45-04:00","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":"4","age_range":"61+","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"AST03343","temp_intcode_for_auto_old_int_code":"99","phone_2":"7802400710","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":"steve@erickson.biz","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","sendapplicationform":"2026-05-08T13:10:00-04:00","npi_transcriptsummary":"The agent contacted Stephen to discuss his lapsed Associate membership with the National Payroll Institute. Stephen expressed interest in renewing but not immediately, and the agent sent him an email with the application form. The call included a brief survey about his membership experience and ended positively.","aitm_callsummarytitle":"Membership Renewal Interest and Application Sent","notrenewedwanttorenew":"Yes","onesentencenotrenewed":"Not today, but open to renewing membership.","initialvalue":"Designation","old_int_code":"02","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_65aebd0cc4d5f9bd1eb57768205","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_65aebd0cc4d5f9bd1eb57768205","number_of_calls_reached":"1","date_of_renewal_identification":"2026-06-02","ai_entered_date":"2026-06-02","telemarketing_call_date":"2026-05-08"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","sendpreexpirationemail":"2025-03-20T12:16:00-04:00","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:07:00-04:00","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":"2026-03-19","telemarketing_call_date":"2026-05-06","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","latest_paid_thru":"2027-03-31"}},"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, TMAI","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\n2026-05-08 invalid phone destination, phone: +18676697870\n2026-05-08 invalid phone destination, phone: +18676697870","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:49-04:00","temp_do_id_for_auto_old_do_id":"L25A02510","temp_intcode_for_auto_old_int_code":"16","phone_2":"8676697870","last_act_type":"2020-06-01","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","latest_paid_thru":"2020-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:36:46-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_c08763ffb0302e0870d0c81dcf2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c08763ffb0302e0870d0c81dcf2"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"16","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-22T10:34:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T10:36:00-04:00","blocnote":"May 6 2026 1st number He no longer works there\r\n2nd number vm","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","pipeline_1_lapsed_members":"Renewed lapsed","old_int_code":"12","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":"16","last_infoline_date_type":"2025-12-18","last_act_type":"2025-12-18","telemarketing_call_date":"2026-05-06","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","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"11057","email":"emilie@centrefranco.org","first_name":"Emilie","last_name":"Nkana","phone":"4169222672","orgname":"Centre Francophone du Grand Toronto","customer_acct_name":"Centre Francophone du Grand Toronto","tags":"CSV imported, paie.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O01618","province":"ON","extension_phone_1":"239","full_name":"Emilie Nkana","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2010-09-07","domain_1":"centrefranco.org","lapsed_expiration_date":"2022-11-02","individual_id":"152243","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2500972","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 aout 2025 bv d\u00e9fectueuses","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T16:06:00-04:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O01618","temp_intcode_for_auto_old_int_code":"6","organization_id":"174059","pds_august":"4","pds_september":"4","last_act_type":"2022-10-17","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"emilie@centrefranco.org","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"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, 260522 Lapsed DEL","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":"99","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":"99","last_infoline_date_type":"2026-01-23","last_act_type":"2026-01-23","number_of_passed_courses":"0","trc":"False","wera":"False","organization_id":"357057","date_of_renewal_identification":"2026-05-28","old_int_code":"24","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","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30768","email":"kiana.silby19@gmail.com","first_name":"Kiana","last_name":"Mohr","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":"269224","full_name":"Kiana Mohr","members_type":"CORP","do_id":"L25O00646","coidnewmbrdate":"2015-08-06","city_1":"Swift Current","province":"SK","language":"English","phone_2":"3067506684","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"306","time_zone":"3","intcode":"06","blocnote":"15 April 2025 VM says Vicky\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T15:36:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00646","temp_intcode_for_auto_old_int_code":"6","organization_id":"12226","pds_august":"2","pds_september":"2","last_infoline_date_type":"2023-02-17","last_act_type":"2024-01-16","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"P","pf1_completion_date":"2024-05-09","number_of_passed_courses":"2","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"kiana.silby19@gmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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":{"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","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"29738","email":"turcotte_martine@videotron.ca","first_name":"Martine","last_name":"Turcotte","phone":"5148774228","orgname":"Chenette, Boutique de Litige Inc.","customer_acct_name":"Chenette, Boutique de Litige Inc.","tags":"250205 AST Members, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25A01788","full_name":"Martine Turcotte, CPA, CGA","members_type":"AST","city_1":"Boucherville","province":"QC","language":"French","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","individual_id":"252568","no_email_solicitation":"False","pds_march":"1","area_code":"514","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"1","sendjulyemail":"2025-07-15T11:52:00-04:00","blocnote":"Completed (DOTAI)\n2026 May 08 call reached voicemail, message left","sendmayemail":"2025-07-15T11:52:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:27-04:00","full_name_2":" ","old_do_id":"AST1445","pds_july":"1","old_int_code":"31","temp_do_id_for_auto_old_do_id":"L25A01788","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","extension_phone_1":"233","canceldate":"2025-07-04","new_member_date_2":"2017-05-04","paid_thru":"2025-04-30","phone_2":"5148923451","pds_september":"1","last_infoline_date_type":"2022-07-06","last_act_type":"2024-04-26","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"turcotte_martine@videotron.ca","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:27-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach the contact but ended up reaching voicemail. The agent left a message as the contact did not answer.","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","session_id":"call_50a9357e0b78df46d6eb66e5d18","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_50a9357e0b78df46d6eb66e5d18"}},"seriesid":"163"}
{"contact":{"id":"10479","email":"nissrien@starcompany.ca","first_name":"Nissrien","last_name":"Farraj","phone":"6472046682","orgname":"Star Company Inc.","customer_acct_name":"Star Company Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01745","province":"ON","full_name":"Nissrien Farraj","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-04-13","domain_1":"starcompany.ca","lapsed_expiration_date":"2022-06-02","individual_id":"300149","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501103","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":"2025-09-04T15:36:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01745","temp_intcode_for_auto_old_int_code":"6","organization_id":"300148","last_act_type":"2024-07-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nissrien@starcompany.ca","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10118","email":"julie.guilloux@ohrn.ca","first_name":"Julie","last_name":"Guilloux","phone":"4187228285","orgname":"OHRN","customer_acct_name":"OHRN","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01520","full_name":"Julie Guilloux","language":"English","origin":"Lapsed Spring 2024","domain_1":"ohrn.ca","individual_id":"318655","area_code":"418","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502518","time_zone":"2","province":"QC","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T13:33:00-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01520","temp_intcode_for_auto_old_int_code":"10","organization_id":"318656","last_act_type":"2023-12-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"julie.guilloux@ohrn.ca","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"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, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"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":"2027-04-30","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":"2024-11-12","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\/2027","company_paid_thru":"2027-04-30","latest_paid_thru":"2027-04-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"10010","email":"linnyeechen@gmail.com","first_name":"Yuk","last_name":"Yee","phone":"4168782389","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07673","full_name":"Yuk Linn Yee","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"299260","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503270","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":"2021-03-22","temp_do_id_for_auto_old_do_id":"L25C07673","phone_2":"4168782389","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":"linnyeechen@gmail.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"30698","email":"ly4742@gmail.com","first_name":"Lu","last_name":"Yang","phone":"6473360913","orgname":"Securitas Aviation Canada","customer_acct_name":"Securitas Aviation Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"318379","full_name":"Lu Yang","members_type":"CAND","city_1":"St. John's","province":"NL","language":"English","phone_2":"6473360913","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-06","time_zone":"1","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00217","last_act_type":"2023-11-27","pcl_status":"P","pcl_completion_date":"2024-02-26","pf1_status":"F","pf1_completion_date":"2024-05-23","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T10:12:00-05:00","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":"L25C00217","npi_email_temp":"ly4742@gmail.com","pcl_completion_date_5":"2029-02-26","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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, TMAI","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":"2026-05-15T15:06:44-04:00","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, message left\n2026 May 11 voicemail reached, message left\n2026 May 11 call reached voicemail, message left\n2026 May 13 call reached voicemail, message left\n2026 May 13 voicemail reached, no human answer\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"meredith.ann.mcafee@gmail.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail. 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","session_id":"call_15168da33582bc486f8494d3b95","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_15168da33582bc486f8494d3b95","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"8601","email":"alexandreanuirina10@gmail.com","first_name":"Irina","last_name":"Alexandreanu","phone":"4384029999","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":"L25C06993","full_name":"Irina Alexandreanu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305111","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503083","members_type":"CAND","province":"QC","area_code":"438","time_zone":"2","phone_2":"4384029999","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"11 March 2025 VM\r\n19 March 2025 VM\r\n01 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\nLN \/ 08 December 2025","paid_thru":"2022-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T10:45:00-05:00","new_member_date_2":"2021-09-13","temp_do_id_for_auto_old_do_id":"L25C06993","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-09-13","pcl_status":"F","pcl_completion_date":"2022-01-02","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"alexandreanuirina10@gmail.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
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{"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, TMAI","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\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026-05-13 Dial no answer, phone: +17059715544\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","temp_do_id_for_auto_old_do_id":"L25A02292","temp_intcode_for_auto_old_int_code":"06","phone_2":"7059715544","last_act_type":"2021-05-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"daniellezalewski@gmail.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:42-04:00","number_of_call_attempts":"8","number_of_total_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","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5c545b00180161f98daafbc9bc4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5c545b00180161f98daafbc9bc4","old_int_code":"05"}},"seriesid":"163"}
{"contact":{"id":"8620","email":"kimberlywong380@gmail.com","first_name":"Kimberly","last_name":"Wong","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502915","full_name":"Kimberly Wong","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-07-18","individual_id":"226867","region":"CDN","lead_status":"Refused","old_do_id":"C16419","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-09-02","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"5","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-06-30","new_member_date_2":"2014-07-18","temp_do_id_for_auto_old_do_id":"LB2502915","temp_intcode_for_auto_old_int_code":"21","phone_2":"6042991274","last_act_type":"2020-01-12","pcl_status":"P","pcl_completion_date":"2014-11-03","pf1_status":"P","pf1_completion_date":"2015-03-02","pf2_status":"P","pf2_completion_date":"2016-03-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-07-07","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kimberlywong380@gmail.com","pcl_completion_date_5":"2019-11-03","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30"}},"seriesid":"163"}
{"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","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"seriesid":"163"}
{"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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"10489","email":"krista.mayerich@zapier.com","first_name":"Krista","last_name":"Mayerich","phone":"4329679246","orgname":"Zapier Automation Inc.","customer_acct_name":"Zapier Automation 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":"L25O01455","full_name":"Krista Mayerich","language":"English","origin":"Lapsed Spring 2024","domain_1":"zapier.com","individual_id":"320067","area_code":"432","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502520","time_zone":"3","province":"TX","members_type":"CORP","phone_2":"4329679246","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"17 March 2025 VM\r\n27 March 2025 VM\r\n01 April 2025 Completed - based in the US she cancelled the Canadian and kept the American one","dhmsfin_telemarketing_last_contacted_date":"2025-04-01T21:44:00-04:00","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","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"because she needed to cut back on memberships","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":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25O01455","temp_intcode_for_auto_old_int_code":"1","organization_id":"320348","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"krista.mayerich@zapier.com","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"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, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"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":"2026-01-26","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","company_paid_thru":"2026-12-31","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"8605","email":"cdwirithamulla@gmail.com","first_name":"Chathura","last_name":"Wirithamulla","phone":"4373351069","orgname":"McEwan Group","customer_acct_name":"McEwan Group","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07449","province":"ON","full_name":"Chathura Wirithamulla","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295228","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500655","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":"2020-11-27","temp_do_id_for_auto_old_do_id":"L25C07449","phone_2":"4373351069","last_act_type":"2021-01-03","pcl_status":"P","pcl_completion_date":"2021-03-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"cdwirithamulla@gmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"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, AI Contacts sent to TM 2026, 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":"2026-01-29","last_act_type":"2026-01-29","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","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"6896","email":"lew-eee@shaw.ca","first_name":"Llewella","last_name":"Westgard","phone":"4032955855","orgname":"Startec Refrigeration Services","customer_acct_name":"Startec Refrigeration Services","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502086","full_name":"Llewella Westgard","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2009-09-01","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"C16232","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-10-02","individual_id":"39112","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":"5","paid_thru":"2020-07-31","new_member_date_2":"2009-09-01","temp_do_id_for_auto_old_do_id":"LB2502086","temp_intcode_for_auto_old_int_code":"21","pds_august":"5","phone_2":"4036516908","pds_september":"5","last_act_type":"2020-12-31","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"lew-eee@shaw.ca","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31"}},"seriesid":"163"}
{"contact":{"id":"9512","email":"tpetraitis@hotmail.com","first_name":"Tammy","last_name":"Petraitis","phone":"7057600911","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07101","full_name":"Tammy Petraitis","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"294927","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503461","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2022-06-30","new_member_date_2":"2020-11-18","temp_do_id_for_auto_old_do_id":"L25C07101","phone_2":"7057600911","last_act_type":"2022-05-18","pcl_status":"P","pcl_completion_date":"2021-03-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"tpetraitis@hotmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"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":"2022-12-01","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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"5565","email":"jvilleneuve22@outlook.com","first_name":"Julie","last_name":"Villeneuve","phone":"8199642961","orgname":"Administration R\u00e9gionale de Kativik","customer_acct_name":"Administration R\u00e9gionale de Kativik","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":"L25O00310","province":"QC","extension_phone_1":"2365","full_name":"Julie Villeneuve, CPA","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2022-04-06","attended_webinar":"No","lapsed_expiration_date":"2023-06-02","individual_id":"262520","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETO00417","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T11:20:00-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00310","temp_intcode_for_auto_old_int_code":"6","organization_id":"262519","pds_august":"2","phone_2":"8199640486","extension_phone_2":"2365","pds_september":"2","last_act_type":"2023-11-05","pcl_status":"P","pcl_completion_date":"2023-02-23","number_of_passed_courses":"1","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"jvilleneuve22@outlook.com","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"17622","email":"rebecca@orbtoys.com","first_name":"Rebecca","last_name":"Pirker","phone":"9027177603","orgname":"Bruno Builders Inc.","customer_acct_name":"Bruno Builders Inc.","tags":"Fixed deal, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Rebecca Pirker","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-06-13","domain_1":"orbtoys.com","individual_id":"281139","members_type":"CORP","time_zone":"1","area_code":"782","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2501918","province":"NS","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-05-28","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2506922","organization_id":"317234","last_act_type":"2024-09-17","company_paid_thru":"2026-09-30","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2506922","npi_email_temp":"rebecca@orbtoys.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"28620","email":"tricia.bulgin@live.ca","first_name":"Tricia","last_name":"Bulgin","phone":"7808740305","orgname":"Guardian Radiology Corp.","customer_acct_name":"Guardian Radiology Corp.","tags":"Unsub, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Tricia Bulgin","language":"English","origin":"2023 lapsed Members","last_engaged_date":"2024-03-21","nonactive_reason":"bounced","do_id":"L25A00076","members_type":"AST","time_zone":"4","lead_status":"Refused","new_member_date_2":"2021-01-07","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"286898","canceldate":"2023-03-02","no_email_solicitation":"FALSE","province":"AB","intcode":"21","blocnote":"May 28 2025 She is no longer there","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T11:07:00-04:00","pipeline_2_members_only_ast":"","old_int_code":"12","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00076","temp_intcode_for_auto_old_int_code":"21","phone_2":"7802051150","last_infoline_date_type":"2021-11-26","last_act_type":"2024-10-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tricia.bulgin@live.ca","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"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","latest_paid_thru":"2021-12-31"}},"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, AI Contacts sent to TM 2026","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 received a call and awaits to the next call","individual_id":"335358","no_email_solicitation":"False","area_code":"226","time_zone":"2","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T10:39:00-04:00","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":"2026-09-01","telemarketing_call_date":"2026-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amy.tower@altowergroup.com","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"11064","email":"emilojevic@actoronto.ca","first_name":"Edith","last_name":"Milojevic","phone":"4163402437","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, TMAI","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":"0","blocnote":"22 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM\n2026 May 08 contact reached automated closure message from ACT, no renewal possible.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:29-04:00","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":"08","phone_2":"4163407998","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","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:29-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called the contact but reached an automated message from ACT announcing their permanent closure and cessation of services. The agent acknowledged the information and ended the call politely.","aitm_callsummarytitle":"Reached Automated Closure Message","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact reached automated closure message; no renewal possible.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"08","astotherreasonsnottorenew":"Organization permanently closed and ceased operations.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b8420b88cec441fe0861a768a4e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b8420b88cec441fe0861a768a4e","number_of_calls_reached":"1"}},"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, AI Contacts sent to TM 2026, 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":"2026-05-22","last_act_type":"2026-05-22","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","latest_paid_thru":"2026-12-31"}},"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, TMAI","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":"15","blocnote":"13 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM\n2026 May 08 contact busy, scheduled callback for 2026-05-11 09:15 - NPI# not provided\n2026 May 11 reached voicemail, no human interaction\n2026 May 13 contact reached Wendy at Paulsburg School Division, call started but ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T12:06:42-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A02358","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2021-12-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"wendy.guzzi@pallisersd.ab.ca","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-13T12:06:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_call_back_date_and_time":"2026-05-11T09:15:00-04:00","npi_call_back_time_hour":"09","npi_call_back_time_minute":"15","npi_transcriptsummary":"The agent reached Wendy at Paulsburg School Division and introduced the call regarding the lapsed Associate membership with the National Payroll Institute. The agent began to ask questions about the membership experience before the call ended.","aitm_callsummarytitle":"Initial contact with Wendy about lapsed membership","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was busy and requested a callback, no renewal discussion occurred.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"06","astotherreasonsnottorenew":"Contact was busy and could not discuss renewal at this time.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cb0dc7843df41973c38e1ad7aa7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cb0dc7843df41973c38e1ad7aa7","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29300","email":"jmachattie@canairn2.com","first_name":"Jade","last_name":"Lochhead","phone":"4039101529","orgname":"CanAir Nitrogen Inc.","customer_acct_name":"CanAir Nitrogen Inc.","tags":"payroll.ca visited, Breaking News, 250205 AST Members, Jade Lochhead, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0851","full_name":"Jade Lochhead","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"5875826124","lead_status":"Renewed APX","new_member_date_2":"2013-03-15","last_engaged_date":"2025-02-26","pipeline_2_members_only_ast":"Ongoing member to be called","intcode":"16","blocnote":"19 March 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-03-19T17:59:00-04:00","notrenewedother":"Phone cannot be recovered","individual_id":"212621","no_email_solicitation":"False","area_code":"403","time_zone":"4","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"AST0851","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2026-10-03","telemarketing_call_date":"2025-03-19","pcl_status":"P","pcl_completion_date":"2013-07-11","pf1_status":"P","pf1_completion_date":"2014-01-22","number_of_passed_courses":"2","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:54-05:00","npi_email_temp":"jmachattie@canairn2.com","date_of_renewal_identification":"2026-03-13","pcl_completion_date_5":"2018-07-11","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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":"2020-04-11","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","latest_paid_thru":"2021-10-31"}},"seriesid":"163"}
{"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, npiAlert2, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"do_id":"AST03332","full_name":"Christina Moricz","language":"English","origin":"Lapsed Spring 2024","domain_1":"beavervalley.ca","individual_id":"320635","area_code":"519","region":"CDN","lead_status":"Renewed AST","old_do_id":"L25A02174","time_zone":"2","province":"ON","members_type":"AST","phone_2":"4166693584","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2024-03-02","new_member_date_2":"2026-05-25","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\n2026 May 08 brief call with Christina at Beaver Valley Ski Club, call ended after introduction","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","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":"3","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","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"AST03332","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2023-07-19","last_act_type":"2026-05-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"christina.moricz@beavervalley.ca","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:55-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Christina at Beaver Valley Ski Club and introduced herself, mentioning the lapsed Associate membership and intent to ask questions about the membership experience. The call was very brief and ended shortly after the introduction without further conversation.","aitm_callsummarytitle":"Brief call with Christina, no survey completed","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"15","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_18e0274371e1684781649090215","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_18e0274371e1684781649090215","number_of_calls_reached":"1","date_of_renewal_identification":"2026-05-27","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","ai_entered_date":"2026-05-27","telemarketing_call_date":"2026-05-08"}},"seriesid":"163"}
{"contact":{"id":"7135","email":"sarnold@clnorthperth.ca","first_name":"Sonia","last_name":"Arnold","phone":"5192911350","orgname":"Community Living North Perth","customer_acct_name":"Community Living North Perth","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00407","province":"ON","full_name":"Sonia Arnold","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-11-11","domain_1":"clnorthperth.ca","lapsed_expiration_date":"2023-01-05","individual_id":"307161","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00802","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":"2025-12-03T09:41:00-05:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00407","temp_intcode_for_auto_old_int_code":"6","organization_id":"307162","last_act_type":"2022-12-12","pcl_status":"P","pcl_completion_date":"2022-04-10","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sarnold@clnorthperth.ca","pcl_completion_date_5":"2027-04-10","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7412","email":"mszlachta@adler.edu","first_name":"Matt","last_name":"Szlachta","phone":"3126624404","orgname":"Adler University","customer_acct_name":"Adler University","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01914","full_name":"Matt Szlachta","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"5-f?vr-20","domain_1":"adler.edu","individual_id":"285517","area_code":"236","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502211","time_zone":"5","province":"IL","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25O01914","organization_id":"250170","members_type":"CORP","intcode":"07","blocnote":"LN Oct 15 2025 Line busy","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:44:00-04:00","temp_intcode_for_auto_old_int_code":"07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mszlachta@adler.edu","formatted_paid_thru":"31\/01\/2021","latest_paid_thru":"2021-01-31","company_paid_thru":"2021-01-31","corp_cancel_date":"2021-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5574","email":"caroline.claverane24@gmail.com","first_name":"Caroline","last_name":"Claverane","phone":"5142738281","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":"L25C06610","province":"QC","full_name":"Caroline Claverane, SOCIOLOGIE","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2020-09-16","attended_webinar":"No","lapsed_expiration_date":"2020-09-16","individual_id":"292624","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501473","members_type":"CAND","phone_2":"4383960836","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"mauvais numero","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T13:48:00-04:00","canceldate":"2023-11-02","intcode":"16","paid_thru":"2023-08-31","new_member_date_2":"2020-09-16","temp_do_id_for_auto_old_do_id":"L25C06610","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-03-12","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":"caroline.claverane24@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"10599","email":"wagereka.lucy@gmail.com","first_name":"Lucy","last_name":"Wagereka","phone":"7802207236","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":"Lucy Wagereka","language":"English","origin":"Lapsed Spring 2024","individual_id":"319925","region":"CDN","lead_status":"Refused","old_do_id":"L25C06456","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7802207236","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 25 2025 Survey completed She said no longer in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T12:50:00-05:00","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","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Native","notrenewedcpehard":"No","notrenewedoutofbusiness":"Yes","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":"2023-01-03","temp_do_id_for_auto_old_do_id":"L25C06456","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-27","pcl_status":"F","pcl_completion_date":"2023-04-09","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","old_int_code":"1","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"wagereka.lucy@gmail.com","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"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":"2022-06-09","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","latest_paid_thru":"2023-08-31"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-02-14","company_status":"I"}},"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":"2025-02-04","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","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"7221","email":"mtunique1970@gmail.com","first_name":"Sonya","last_name":"Topalovska","phone":"9058506999","orgname":"Caterpillar of Canada Corp.","customer_acct_name":"Caterpillar of Canada Corp.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02553","full_name":"Sonya Topalovska","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-12-18","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2502065","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"231031","canceldate":"2020-07-03","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2014-12-18","no_email_solicitation":"False","cert_status":"PENDING","intcode":"16","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm\n2026-05-08 Dial no answer, phone: +19058506999\n2026-05-08 invalid phone destination, phone: +19058934156","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:51-04:00","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25A02553","temp_intcode_for_auto_old_int_code":"16","phone_2":"9058934156","last_act_type":"2020-06-01","pcl_status":"P","pcl_completion_date":"2015-04-20","pf1_status":"P","pf1_completion_date":"2015-06-29","pf2_status":"P","pf2_completion_date":"2015-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-10-19","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"mtunique1970@gmail.com","pcl_completion_date_5":"2020-04-20","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:32:13-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_f82e0b634abf9de4bb2e40d2ffe","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f82e0b634abf9de4bb2e40d2ffe"}},"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":"260522 Lapsed DEL","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":"2026-05-28","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":"2027-05-31","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\/2027","latest_paid_thru":"2027-05-31","company_status":"A"}},"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","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":"2026-01-04","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","latest_paid_thru":"2027-03-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"307848","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 25 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:58:00-04:00","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":"2026-05-25","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","latest_paid_thru":"2026-11-30"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","last_engaged_date":"2024-11-26","old_do_id":"L25A02451","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","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.\n2026 May 08 agent reached Luvy Gonzalez who declined to renew and ended call","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:50-04:00","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":"2020-12-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lgonzalez@telesat.com","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent successfully reached Luvy Gonzalez and informed her about the lapsed Associate membership with the National Payroll Institute. Luvy declined to engage further, and the agent ended the call politely.","aitm_callsummarytitle":"Contact declined membership renewal","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact declined to engage and did not want to continue the conversation.","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","callsequence":"Refused communication","date_of_renewal_identification":"","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_a3231dc46fc7dc6c60896e79a74","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a3231dc46fc7dc6c60896e79a74","number_of_calls_reached":"1"}},"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":{"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","latest_paid_thru":"2025-12-31"}},"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","latest_paid_thru":"2022-09-30"}},"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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"10516","email":"ksimoneau@adriansteel.com","first_name":"Kimberly","last_name":"Simoneau","phone":"5172702519","orgname":"Adrian Steel Company","customer_acct_name":"Adrian Steel Company","tags":"CSV imported, To be Deleted, 250221 DELETE, NPIdealed, 250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Kimberly Simoneau","language":"English","origin":"Lapsed Spring 2024","domain_1":"adriansteel.com","area_code":"517","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2505951","time_zone":"2","province":"MI","members_type":"CORP","coidnewmbrdate":"2025-01-24","city_1":"Adrian","found":"DO4 Email","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","organization_id":"192139","individual_id":"305630","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25O04780","last_infoline_date_type":"2022-03-16","last_act_type":"2026-09-02","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":"L25O04780","npi_email_temp":"ksimoneau@adriansteel.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-06-01","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","corp_cancel_date":"2026-03-03","company_status":"I"}},"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":"2020-01-10","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","latest_paid_thru":"2020-04-30"}},"seriesid":"163"}
{"contact":{"id":"11069","email":"mahamarkhoo@gmail.com","first_name":"Maha","last_name":"Markhoo","phone":"2896836588","orgname":"CYO","customer_acct_name":"CYO","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":"Maha Markhoo","language":"English","origin":"Lapsed Spring 2024","individual_id":"314838","region":"CDN","lead_status":"Refused","old_do_id":"L25C06488","members_type":"CAND","province":"ON","area_code":"289","time_zone":"2","phone_2":"2896836588","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-03","intcode":"21","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:26:00-05:00","paid_thru":"2023-11-30","new_member_date_2":"2022-11-28","temp_do_id_for_auto_old_do_id":"LB2506219","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-30","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":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","do_id":"LB2506219","npi_email_temp":"mahamarkhoo@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"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":"2025-04-03","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","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02"}},"seriesid":"163"}
{"contact":{"id":"28748","email":"kafil.anderson@gmail.com","first_name":"Kafil","last_name":"Chowdhury","phone":"8337871885","orgname":"Anderson College","customer_acct_name":"Anderson College","tags":"250205 AST Members, 250904 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0257","full_name":"Kafil Chowdhury","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"6477139000","lead_status":"Renewed APX","new_member_date_2":"2023-10-23","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"270221","no_email_solicitation":"False","area_code":"833","time_zone":"2","intcode":"31","blocnote":"Apr 30 2026 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2026-04-30T18:45:00-04:00","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":"AST0257","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2026-04-24","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2026-04-30","pcl_status":"P","pcl_completion_date":"2019-02-03","pf1_status":"P","pf1_completion_date":"2019-03-10","pf2_status":"P","pf2_completion_date":"2019-03-31","number_of_passed_courses":"4","old_int_code":"99","trc":"True","wera":"False","sendaidate":"2026-04-30T18:45:24-04:00","sendaigeneral":"2026-04-30T18:45:00-04:00","senddecemberemail":"2025-12-04T13:33:05-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"4","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","regular_email_change_date":"2025-12-04T13:47:57-05:00","npi_email_temp":"kafil.anderson@gmail.com","pcl_completion_date_5":"2024-02-03","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","sendaiemail":"2026-04-30T18:45:24-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","cert_status":"PENDING","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-05-29"}},"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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 voicemail reached, no contact with Cheyenne\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","paid_thru":"2023-11-30","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:46-04:00","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":"2025-02-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cheyenne.hunter8@gmail.com","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:42-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_3f4869a2785ef9765a7e29bdd59","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3f4869a2785ef9765a7e29bdd59","mini_nps":"3"}},"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":{"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":"2027-05-31","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":"2026-04-05","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\/2027","latest_paid_thru":"2027-05-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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","latest_paid_thru":"2022-04-30"}},"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":"2026-06-02","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":"2026-06-02","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"10097","email":"sdonnelly@cldufferin.ca","first_name":"Sara","last_name":"Donnelly","phone":"5199418971","orgname":"Community Living Dufferin","customer_acct_name":"Community Living Dufferin","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01574","province":"ON","full_name":"Sara Donnelly","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-10-05","domain_1":"cldufferin.ca","lapsed_expiration_date":"2022-12-02","individual_id":"268262","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501039","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 22 2025 vm\r\nAug 7 2025 vm\r\nLN Oct 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2026-01-05T10:03:00-05:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01574","temp_intcode_for_auto_old_int_code":"6","organization_id":"268261","phone_2":"5199418971","last_act_type":"2022-11-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sdonnelly@cldufferin.ca","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"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":"03","blocnote":"25 juin 2025 bv de retour le 26 juin 2025\n2026 May 08 call initiated but no response from contact named Jos\u00e9e","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:00-04:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A02296","temp_intcode_for_auto_old_int_code":"03","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","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:00-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Jos\u00e9e but received no response from the user. The call ended shortly after without any further interaction or information exchange.","aitm_callsummarytitle":"No response from contact Jos\u00e9e","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","old_int_code":"6","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a9122be501d163e3054b68324b4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a9122be501d163e3054b68324b4","number_of_calls_reached":"1","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"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","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"31165","email":"kira.geiss@clevelandcliffs.com","first_name":"Kira","last_name":"Geiss","phone":"2192558460","orgname":"Cleveland Cliffs","customer_acct_name":"Cleveland Cliffs","tags":"payroll.ca visited, 250903 Update AST from Mem Portal, npiAlert18, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Kira Geiss","lead_status":"Renewed AST","members_type":"AST","city_1":"Burns Harbor","province":"IN","phone_2":"2199288477","do_id":"AST03163","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","sendwelcomeapplicationform":"2025-03-28T09:27:00-04:00","sendcandapplicationform":"2026-05-11T11:54:00-04:00","blocnote":"May 11 2026 Survey completed - sent resource and application email.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:54:00-04:00","onesentencenotrenewed":"","source_of_membership":"Website","job_title":"No","payroll_experience_in_years":"10+","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":"they have multiple locations in Canada","age_range":"61+","no_email_solicitation":"False","area_code":"219","time_zone":"2","language":"English","intcode":"31","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"347835","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST03163","temp_intcode_for_auto_old_int_code":"31","last_engaged_date":"2025-10-01","last_act_type":"2026-01-04","telemarketing_call_date":"2026-05-11","old_int_code":"99","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2026-05-11T11:53:49-04:00","npi_email_temp":"kira.geiss@clevelandcliffs.com","date_of_renewal_identification":"2026-04-11","ln_entered_date":"2026-04-03","old_do_id":"L25A02988","ai_entered_date":"2026-04-11","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","sendaigeneral":"2026-05-11T11:53:00-04:00","sendaiemail":"2026-05-11T11:53:49-04:00","last_infoline_date_type":"2026-03-30"}},"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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"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","latest_paid_thru":"2022-10-31"}},"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","latest_paid_thru":"2022-06-30"}},"seriesid":"163"}
{"contact":{"id":"11078","email":"steveliza@shaw.ca","first_name":"Liza","last_name":"Carter","phone":"2505632201","orgname":"Northern Auto & Ind Machine","customer_acct_name":"Northern Auto & Ind Machine","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02362","province":"BC","full_name":"Liza Carter","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"166648","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500330","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","cpa_certification":"PCP","new_member_date_2":"2010-03-22","no_email_solicitation":"FALSE","pds_march":"1","cert_status":"WITHDRAWN_CPE","blocnote":"may 22 2025 completed\n2026 May 08 contact not available, asked for callback time\n2026 May 11 contact answered but questioned if agent was human or machine, call ended without survey","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:06:42-04:00","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 price is high","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":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A02362","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","phone_2":"2509600472","pds_september":"1","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-07-12","pf1_status":"P","pf1_completion_date":"2010-10-26","pf2_status":"P","pf2_completion_date":"2011-02-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-03-24","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"steveliza@shaw.ca","pcl_completion_date_5":"2015-07-12","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-11T14:06:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Liza and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. Liza repeatedly asked if the caller was a human or a machine, and the agent clarified that it was an automated agent. The call ended without further engagement or survey questions.","aitm_callsummarytitle":"Contact questioned if agent was human or machine, no survey completed","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f29408218d3c68229559825bae1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f29408218d3c68229559825bae1","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"29705","email":"zonettetroutman@gmail.com","first_name":"Zoey","last_name":"Troutman","phone":"4105917488","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Zerobounce indication, Exclusion List 250404, 250903 Update AST from Mem Portal, NPI LN sent to TM, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST1438","old_do_id":"325361","full_name":"Zoey Troutman","members_type":"AST","city_1":"Elliott City","province":"MD","language":"English","phone_2":"4105917488","lead_status":"Member","zerobounce_reason":"No Valid: invalid mailbox_quota_exceeded","pipeline_2_members_only_ast":"Pre-membership expiration","new_member_date_2":"2023-06-02","time_zone":"2","pipeline_1_lapsed_members":"","placeholder_email_change_date":"2025-07-24T13:39:25-04:00","individual_id":"325361","paid_thru":"2026-05-31","blocnote":"May 4 2026 vm\r\nMay 8 2026 vm\r\nMay 13 2026 vm\r\nMay 19 2026 vm\r\nMay 21 2026 vm\r\nMay 26 2026 vm\r\nMay 28 2026 vm\r\nJune 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T16:12:00-04:00","intcode":"06","temp_do_id_for_auto_old_do_id":"AST1438","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-07-16","last_act_type":"2025-07-16","telemarketing_call_date":"2025-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"zonettetroutman@gmail.com","aer_entered_date":"2026-04-15","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31"}},"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","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":"2024-07-10","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"10568","email":"donmoscoso@yahoo.ca","first_name":"Edilberto","last_name":"Moscoso","phone":"7809787206","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07478","province":"AB","full_name":"Edilberto Moscoso","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"294608","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500112","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":"2020-11-05","temp_do_id_for_auto_old_do_id":"L25C07478","phone_2":"7809787206","last_act_type":"2020-05-11","pcl_status":"P","pcl_completion_date":"2021-01-17","pf1_status":"P","pf1_completion_date":"2021-03-22","pf2_status":"P","pf2_completion_date":"2021-08-22","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"donmoscoso@yahoo.ca","pcl_completion_date_5":"2026-01-17","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"seriesid":"163"}
{"contact":{"id":"17708","email":"lmoore@yorkdowns.com","first_name":"Lauren","last_name":"Moore","phone":"9054773105","orgname":"The York Downs Golf & Country Club Ltd","customer_acct_name":"The York Downs Golf & Country Club Ltd","tags":"Fixed deal, NPIdealed, 250528 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Lauren Moore","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2000-09-15","domain_1":"yorkdowns.com","do_id":"LB2501884","individual_id":"244704","members_type":"CORP","time_zone":"2","area_code":"905","never_call":"NOT QUALIFIED","region":"CDN","lead_status":"Refused","old_do_id":"C15773","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-27T11:51:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"LB2501884","temp_intcode_for_auto_old_int_code":"16","organization_id":"41261","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lmoore@yorkdowns.com","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"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","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"8622","email":"bernice.brooks@candu.org","first_name":"Bernice","last_name":"Brooks","phone":"4165951888","orgname":"CANDU Owners Group Inc.","customer_acct_name":"CANDU Owners Group Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01978","extension_phone_1":"5101","full_name":"Bernice Brooks","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-10-16","domain_1":"candu.org","individual_id":"281884","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501836","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01978","organization_id":"281881","members_type":"CORP","last_infoline_date_type":"2020-12-03","last_act_type":"2020-12-03","intcode":"06","blocnote":"LN Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:02:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bernice.brooks@candu.org","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"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":"2024-11-06","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","latest_paid_thru":"2025-03-31"}},"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":"2021-06-05","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","latest_paid_thru":"2022-04-30"}},"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, AI Contacts sent to TM 2026, 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":"2026-04-23","last_act_type":"2026-04-23","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","latest_paid_thru":"2026-08-31","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5515","email":"vprovost@gestionpolice.com","first_name":"Val\u00e9rie","last_name":"Provost","phone":"5148757007","orgname":"Gestion Police Inc.","customer_acct_name":"Gestion Police Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01413","province":"QC","full_name":"Val\u00e9rie Provost, CRHA","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2019-05-02","domain_1":"gestionpolice.com","attended_webinar":"No","lapsed_expiration_date":"2019-05-02","individual_id":"275679","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501444","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:48:00-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25O01413","temp_intcode_for_auto_old_int_code":"6","organization_id":"275677","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vprovost@gestionpolice.com","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","company_paid_thru":"2024-04-30","corp_cancel_date":"2024-03-25","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29723","email":"a_tsistinas@hotmail.ca","first_name":"Amanda","last_name":"Tsistinas","phone":"9024933852","orgname":"Narrative Research Inc.","customer_acct_name":"Narrative Research Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1442","full_name":"Amanda Tsistinas","members_type":"AST","city_1":"Halifax","province":"NS","language":"English","phone_2":"9024036766","lead_status":"Renewed APX","new_member_date_2":"2019-07-19","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"276337","no_email_solicitation":"False","area_code":"902","time_zone":"1","intcode":"11","blocnote":"July 11 2025 no time to talk","dhmsfin_telemarketing_last_contacted_date":"2025-07-11T15:01:00-04:00","pipeline_1_lapsed_members":"","sendpreexpirationemail":"2025-06-18T09:33:00-04:00","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":"Yes","value_discount_program":"No","othermemberbenefit":"","last_engaged_date":"2025-07-04","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1442","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2026-01-05","last_act_type":"2026-01-05","telemarketing_call_date":"2025-07-11","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:32-05:00","npi_email_temp":"a_tsistinas@hotmail.ca","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-15"}},"seriesid":"163"}
{"contact":{"id":"6906","email":"lgeddert@jfklaw.ca","first_name":"Lisa","last_name":"Geddert","phone":"6046870549","orgname":"JFK Law Corp.","customer_acct_name":"JFK Law Corp.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02081","extension_phone_1":"115","full_name":"Lisa Geddert","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2015-04-23","domain_1":"jfklaw.ca","individual_id":"274287","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501969","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25O02081","organization_id":"234002","members_type":"CORP","last_act_type":"2020-05-21","intcode":"06","blocnote":"Oct 15 2025 make sure to ask for the right lisa","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T12:50:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lgeddert@jfklaw.ca","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31","company_paid_thru":"2020-03-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10089","email":"tirhas_kahsay28@yahoo.com","first_name":"Tirhas","last_name":"Tecle","phone":"4036332185","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":"LB2502289","full_name":"Tirhas Tecle","language":"English","origin":"Lapsed Spring 2024","individual_id":"316564","area_code":"403","region":"CDN","lead_status":"Refused","last_engaged_date":"2025-04-23","old_do_id":"CLNPI000994","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"4036332185","pipeline_1_lapsed_members":"Refused Lapsed","sendapplicationform":"2025-04-23T17:56:00-04:00","blocnote":"Mar 13 2025 vm\r\nMar 21 2025 vm\r\nApril 1 2025 vm\r\nApril 8 2025 busy call back\r\nApril 23 2025 Survey completed and application sent","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T13:58:00-04:00","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":"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","member_april":"1","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":"LB2502289","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-09","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":"tirhas_kahsay28@yahoo.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"46500","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T12:43:00-04:00","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":"2026-05-06","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","latest_paid_thru":"2026-11-30"}},"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","latest_paid_thru":"2025-01-31"}},"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","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","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"5473","email":"jtremblay@comptabilitejp.com","first_name":"Julie","last_name":"Tremblay","phone":"8196239503","orgname":"Solutions Comptabilit\u00e9 Entreprises Jos\u00e9e Pilote","customer_acct_name":"Solutions Comptabilit\u00e9 Entreprises Jos\u00e9e Pilote","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01550","province":"QC","extension_phone_1":"231","full_name":"Julie Tremblay","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2022-09-08","domain_1":"comptabilitejp.com","attended_webinar":"No","lapsed_expiration_date":"2022-09-08","individual_id":"316548","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501424","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"19 juin 2025 r\u00e9pondu avec sa coll\u00e8gue sur id 5471 josee pilotte  sur 1 m\u00eame appel et ne voit pas l'int\u00e9r\u00eat dy re r\u00e9pondre ma arr\u00eat\u00e9 sec.","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T11:36:00-04:00","intcode":"11","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25O01550","temp_intcode_for_auto_old_int_code":"11","organization_id":"316546","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jtremblay@comptabilitejp.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"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":{"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","latest_paid_thru":"2025-10-31"}},"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","latest_paid_thru":"2025-08-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"275319","no_email_solicitation":"False","area_code":"905","time_zone":"2","sendpreexpirationemail":"2025-04-08T18:41:00-04:00","blocnote":"Apr 30 2026 vm  May 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T09:55:00-04:00","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":"2026-11-05","last_act_type":"2026-11-05","telemarketing_call_date":"2026-05-22","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","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"10041","email":"schilds@corusortho.com","first_name":"Shaun","last_name":"Childs","phone":"4162708873","orgname":"Corus Orthodontists","customer_acct_name":"Corus Orthodontists","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01693","province":"ON","full_name":"Shaun Childs","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-05-13","domain_1":"corusortho.com","lapsed_expiration_date":"2022-07-05","individual_id":"288580","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501073","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 21 2025 vm\r\nAug 6 2025 no answer\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:07:00-05:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01693","temp_intcode_for_auto_old_int_code":"6","organization_id":"288581","last_act_type":"2022-06-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"schilds@corusortho.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"7174","email":"mplayfair@bingemans.com","first_name":"Michelle","last_name":"Playfair","phone":"5197441555","orgname":"Bingemans Inc.","customer_acct_name":"Bingemans Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01981","extension_phone_1":"2262","full_name":"Michelle Playfair","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-09-24","domain_1":"bingemans.com","individual_id":"15295","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501853","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01981","organization_id":"174873","members_type":"CORP","last_act_type":"2020-11-11","intcode":"06","blocnote":"Oct 15 2025 not available","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":"mplayfair@bingemans.com","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
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{"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":"2021-01-10","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","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"5529","email":"nathalie.beaudry@arkema.com","first_name":"Nathalie","last_name":"Beaudry","phone":"8192949965","orgname":"Arkema Canada Inc.","customer_acct_name":"Arkema Canada Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01507","province":"QC","full_name":"Nathalie Beaudry","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2022-11-17","domain_1":"arkema.com","attended_webinar":"No","lapsed_expiration_date":"2022-11-17","individual_id":"318832","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501451","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"completer 25 juin 2025","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T10:30:00-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01507","temp_intcode_for_auto_old_int_code":"6","organization_id":"318831","last_act_type":"2023-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nathalie.beaudry@arkema.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"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","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":"2024-07-02","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","latest_paid_thru":"2024-12-31"}},"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":"2024-09-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"raechelel@gmail.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"194836","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-23T10:27:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:02:00-04:00","blocnote":"May 6 2026 completed with both emails sent","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"Yes","pipeline_1_lapsed_members":"","old_int_code":"99","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":"31","last_act_type":"2026-11-03","telemarketing_call_date":"2026-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2026-05-06T11:02:25-04:00","npi_email_temp":"pmccracken@groundengineer.ca","date_of_renewal_identification":"2026-03-14","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","sendcandapplicationform":"2026-05-06T11:02:00-04:00","sendaigeneral":"2026-05-06T11:02:00-04:00","sendaiemail":"2026-05-06T11:02:25-04:00","extension_phone_1":"","email2":"","full_name_2":" "}},"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, TMAI","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\n2026 May 08 voicemail reached, no contact made\n2026 May 08 call went to voicemail, no contact reached\n2026 May 11 contact not reached, voicemail received\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call went to voicemail, no contact reached","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:42-04:00","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","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to the contact but went to voicemail and the contact was not reached.","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","session_id":"call_48d9e8018aec16ef3dbef61c73e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_48d9e8018aec16ef3dbef61c73e","mini_nps":"3"}},"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","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"9406","email":"missashleyg6@gmail.com","first_name":"Ashley","last_name":"Gibbs","phone":"7057264242","orgname":"City of Barrie","customer_acct_name":"City of Barrie","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07096","province":"ON","full_name":"Ashley Gibbs","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"304076","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500684","time_zone":"2","members_type":"CAND","phone_2":"7058960240","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","intcode":"06","blocnote":"Mar 12 2025 vm added ext.\r\nMar 19 2025 vm\r\nMar 31 2025 vm High call volumes due to ice storm\r\nApril 8 2025 vm\r\nApril 22 2025 Call after 4:30 at 705 896 0240\r\nApril 22 2025 vm\r\nMay 5 2025 vm\r\nJuly 10 2025 vm\r\nLN Sept 17 2025  vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T10:22:00-05:00","paid_thru":"2022-07-31","new_member_date_2":"2021-08-18","temp_do_id_for_auto_old_do_id":"L25C07096","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-08-17","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"missashleyg6@gmail.com","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"contact":{"id":"29658","email":"brandonberry.ptsdms@gmail.com","first_name":"Brandon","last_name":"Berry","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2","ip4":"127.0.0.1","fields":{"full_name":"Brandon Berry","members_type":"CAND","city_1":"Hamilton","province":"ON","language":"English","phone_2":"9059293523","new_member_date_2":"2024-06-28","pipeline_2_members_only_ast":"AST to CAND","individual_id":"327655","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"may 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T10:46:00-04:00","pipeline_1_lapsed_members":"","nonactive_reason":"AST->CAND\/PRO","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05899","lead_status":"Not Relevant","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2504546","temp_intcode_for_auto_old_int_code":"6","cert_status":"PENDING","last_infoline_date_type":"2025-02-13","last_act_type":"2025-05-31","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":"2024-01-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-06-28","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"brandonberry.ptsdms@gmail.com","pcl_completion_date_5":"2028-09-22","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30"}},"seriesid":"163"}
{"contact":{"id":"29683","email":"saheli.m75@gmail.com","first_name":"Saheli","last_name":"Mazumder","phone":"4164008120","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert3, npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Saheli Mazumder","members_type":"CAND","city_1":"Courtice","province":"ON","language":"English","phone_2":"4164008120","new_member_date_2":"2024-10-10","pipeline_2_members_only_ast":"","individual_id":"323905","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"ATM \/ 04 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T09:02:00-05:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","old_int_code":"11","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05933","nonactive_reason":"AST->CAND\/PRO","lead_status":"Lapsed Member","paid_thru":"2025-09-30","temp_do_id_for_auto_old_do_id":"L25C08006","temp_intcode_for_auto_old_int_code":"06","date_of_renewal_identification":"","last_act_type":"2024-10-10","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","do_id":"L25C08006","trc":"True","wera":"True","canceldate":"2025-12-02","onesentencenotrenewed":"","npi_email_temp":"saheli.m75@gmail.com","pcl_completion_date_5":"2029-01-30","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"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":"2025-09-05","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","latest_paid_thru":"2022-05-31"}},"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, TMAI","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":"15","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\n2026 May 08 call initiated but no conversation with Hien\n2026 May 11 call initiated but no response from contact\n2026 May 13 call disconnected shortly after dialing, no conversation","organization_id":"240486","pds_july":"1","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:24-04:00","temp_do_id_for_auto_old_do_id":"L25A02164","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-13T13:08:24-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The call was initiated but no conversation took place as the call ended shortly after dialing and pressing a digit. No interaction with a human or agent occurred.","aitm_callsummarytitle":"Call disconnected after dialing","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2756edfa044cb510287b355cd0c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2756edfa044cb510287b355cd0c","number_of_calls_reached":"3","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7462","email":"ola120@hotmail.com","first_name":"Aleksandra","last_name":"Brucka","phone":"9052751995","orgname":"Not Working","customer_acct_name":"Not Working","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503060","full_name":"Aleksandra Brucka","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-01-06","individual_id":"47937","region":"CDN","lead_status":"Refused","old_do_id":"C17646","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-03-02","province":"ON","cpa_certification":"CPM","cert_status":"WITHDRAWN_CPE","time_zone":"2","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"9","paid_thru":"2020-12-31","new_member_date_2":"2005-01-06","temp_do_id_for_auto_old_do_id":"LB2503060","temp_intcode_for_auto_old_int_code":"21","pds_august":"9","phone_2":"9052751995","pds_september":"9","last_infoline_date_type":"2019-04-30","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"ola120@hotmail.com","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"29247","email":"evettemerry@hotmail.com","first_name":"Merry","last_name":"Glidden","phone":"4169797799","orgname":"The Bata Shoe Museum","customer_acct_name":"The Bata Shoe Museum","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00217","old_do_id":"AST0068","full_name":"Merry Evette Bacay Glidden","members_type":"AST","coidnewmbrdate":"2010-01-29","city_1":"Etobicoke","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2013-02-13","individual_id":"163476","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","area_code":"416","time_zone":"2","intcode":"0","blocnote":"May 28 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 30 2025 vm\n2026 May 08 call reached automated system and voicemail, no human contact\n2026 May 08 call reached voicemail not initialized by customer\n2026 May 11 call reached automated system, no human contact made\n2026 May 13 call attempted to reach Merry at Battershoe Museum but call could not be transferred.\n2026 May 15 call reached wrong organization, no Merry found.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:06:42-04:00","organization_id":"163474","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00217","temp_intcode_for_auto_old_int_code":"08","phone_2":"4169797799240","last_act_type":"2023-12-31","pcl_status":"P","pcl_completion_date":"2014-08-08","pf1_status":"F","pf1_completion_date":"2020-11-22","pf2_status":"F","pf2_completion_date":"2020-11-08","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"evettemerry@hotmail.com","pcl_completion_date_5":"2019-08-08","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T11:06:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent called the Battershoe Museum and navigated through an automated directory system multiple times but was unable to find the intended contact, Merry. Eventually, the agent reached a human who confirmed that Merry does not work there, and the call ended politely.","aitm_callsummarytitle":"Contact Not Found at Organization","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No one named Merry works at this location.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not found at the organization called.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_78f2ed31e348328e0170fdb8c41","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_78f2ed31e348328e0170fdb8c41","old_int_code":"08","number_of_calls_reached":"3","company_paid_thru":"2010-12-31","corp_cancel_date":"2011-03-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10067","email":"vvonderau@gmail.com","first_name":"Valerie","last_name":"Rosser","phone":"5196709053","orgname":"Rosser Truck Repair","customer_acct_name":"Rosser Truck Repair","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06677","province":"ON","full_name":"Valerie Rosser","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"311585","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500715","time_zone":"2","members_type":"CAND","phone_2":"5196702053","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","intcode":"06","blocnote":"Nov 24 2025 vm","paid_thru":"2023-03-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:11:00-05:00","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","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":"46 to 60 years","selfpayrollproficiency":"Strong","new_member_date_2":"2022-04-05","temp_do_id_for_auto_old_do_id":"L25C06677","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-05-04","pcl_status":"F","pcl_completion_date":"2022-06-26","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"1","npi_email_temp":"vvonderau@gmail.com","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"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":"2024-11-06","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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"11245","email":"adele_cox2002@yahoo.com","first_name":"Adele","last_name":"Cox","phone":"9052732418","orgname":"Mother Parker's Tea and Coffee","customer_acct_name":"Mother Parker's Tea and Coffee","tags":"CSV imported, NPIdealed, npiAlert13, AI Contacts sent to TM 2026","ip4":"0.0.0.0","fields":{"do_id":"AST02515","full_name":"Adele Cox","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2015-03-11","lapsed_expiration_date":"2023-05-02","individual_id":"49490","members_type":"AST","region":"CDN","lead_status":"Renewed AST","old_do_id":"L25A02242","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2023-05-02","cpa_certification":"PCP","new_member_date_2":"2025-11-26","no_email_solicitation":"FALSE","pds_march":"9","cert_status":"WITHDRAWN_CPE","province":"ON","time_zone":"2","pds_july":"9","paid_thru":"2026-11-30","intcode":"06","blocnote":"April 30 2026 vm\r\nMay 21 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:32:00-04:00","temp_do_id_for_auto_old_do_id":"AST02515","temp_intcode_for_auto_old_int_code":"06","pds_august":"9","phone_2":"9055100754","pds_september":"9","last_infoline_date_type":"2023-10-08","last_act_type":"2025-11-26","pcl_status":"P","pcl_completion_date":"2009-12-09","pf1_status":"P","pf1_completion_date":"2014-01-22","pf2_status":"P","pf2_completion_date":"2010-05-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-08-26","number_of_passed_courses":"4","pds_october":"9","trc":"False","wera":"False","date_of_renewal_identification":"2025-11-26","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","telemarketing_call_date":"2026-05-21","old_int_code":"99","pds_november":"9","npi_email_temp":"adele_cox2002@yahoo.com","pcl_completion_date_5":"2014-12-09","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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, TMAI","ip4":"0.0.0.0","fields":{"attended_webinar":"No","extension_phone_1":"269","time_zone":"2","origin":"2024 FALL","full_name":"Hennie Lisozzi","members_type":"AST","language":"English","lead_status":"Refused","new_member_date_2":"2015-04-08","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"93449","canceldate":"2023-06-02","no_email_solicitation":"FALSE","province":"ON","intcode":"01","blocnote":"28 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 she was heading out call later\n2026 May 08 contact refused to renew and declined survey","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:31-04:00","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":"01","phone_2":"9058577015","last_act_type":"2022-05-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hennielisozzi@medallioncorp.com","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:31-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Hennie Lisozzi after being transferred and informed her about the lapsed membership. Hennie expressed disinterest in renewing and declined to participate in the survey, ending the call promptly.","aitm_callsummarytitle":"Membership Refusal and Survey Decline","notrenewedwanttorenew":"No","onesentencenotrenewed":"I have no need for it.","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","old_do_id":"L25A00137","session_id":"call_c3b721cecb91a3622514de2a018","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c3b721cecb91a3622514de2a018","number_of_calls_reached":"1"}},"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, TMAI","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":"15","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,\n2026 May 08 callback scheduled for Natalia - not available\n2026 May 09 call reached voicemail, no human interaction\n2026 May 11 call started, agent introduced self and membership lapse, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:48-04:00","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":"15","phone_2":"7809137714","last_act_type":"2022-02-16","old_int_code":"06","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","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T13:26:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_call_back_date_and_time":"2026-05-09T13:06:00-04:00","npi_call_back_time_hour":"13","npi_call_back_time_minute":"06","npi_transcriptsummary":"The agent reached Natalia and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. The call was very brief and ended shortly after the introduction without further conversation.","aitm_callsummarytitle":"Brief introduction about lapsed membership","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not available and callback was scheduled.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not available to discuss renewal.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4267cd6da568661eb6164cbfa52","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4267cd6da568661eb6164cbfa52","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10063","email":"scott-leblanc@hotmail.com","first_name":"Scott","last_name":"LeBlanc","phone":"5068674353","orgname":"Medavie Inc.","customer_acct_name":"Medavie Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Scott LeBlanc","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"285341","area_code":"506","region":"CDN","lead_status":"Not Relevant","old_do_id":"LB2507126","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"","canceldate":"2022-10-04","intcode":"99","blocnote":"Mar 14 2025 vm\r\nMar 20 2025 vm\r\nApril 1 2025 vm\r\nApril 9 2025 vm\r\nApril 23 2025 vm\r\nMay 6 2025 vm\r\nJuly 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-11T15:39:00-04:00","coidnewmbrdate":"1998-09-28","pipeline_2_members_only_ast":"","paid_thru":"2027-02-28","new_member_date_2":"2021-08-20","temp_do_id_for_auto_old_do_id":"LB2507126","temp_intcode_for_auto_old_int_code":"99","province":"NB","language":"English","organization_id":"64735","phone_2":"5068523794","old_int_code":"6","last_infoline_date_type":"2025-07-11","last_act_type":"2025-07-11","company_paid_thru":"2027-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"F","pcl_completion_date":"2022-01-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"scott-leblanc@hotmail.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","do_id":"","company_status":"A"}},"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, TMAI","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":"15","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call started, agent introduced and identified membership lapse, call ended early without survey.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:27-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A02185","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent Ellen reached Komaldeep and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. The call was brief and ended without further conversation or survey questions.","aitm_callsummarytitle":"Membership Lapse Notification Call Started","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f523bb8cda752ae29ab1b0cf1fb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f523bb8cda752ae29ab1b0cf1fb","old_int_code":"6","number_of_calls_reached":"1"}},"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":"2026-08-04","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","latest_paid_thru":"2027-03-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"309896","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T12:05:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"","old_int_code":"99","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":"06","last_act_type":"2026-10-03","telemarketing_call_date":"2026-05-06","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","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"7345","email":"pamo@mcintyregrp.com","first_name":"Pam","last_name":"Ormond","phone":"5198961179","orgname":"McIntyre Group","customer_acct_name":"McIntyre Group","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01964","full_name":"Pam Ormond","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-10-03","domain_1":"mcintyregrp.com","individual_id":"229367","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501855","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01964","organization_id":"229366","members_type":"CORP","last_act_type":"2017-08-12","intcode":"06","blocnote":"Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:43:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pamo@mcintyregrp.com","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"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","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10506","email":"lydiagan16@yahoo.com","first_name":"Lydia","last_name":"Gan","phone":"2046882698","orgname":"N\/a","customer_acct_name":"N\/a","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07087","full_name":"Lydia Gan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"300576","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503283","members_type":"CAND","province":"MB","area_code":"204","time_zone":"3","phone_2":"2046882698","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","intcode":"11","blocnote":"17 March 2025 Don't call her before 3 months\r\nLN \/ 18 September 2025 She had no idea about the membership","paid_thru":"2022-07-31","new_member_date_2":"2021-08-13","temp_do_id_for_auto_old_do_id":"L25C07087","temp_intcode_for_auto_old_int_code":"11","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T10:44:00-04:00","old_int_code":"10","last_act_type":"2021-09-14","pcl_status":"P","pcl_completion_date":"2021-11-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"lydiagan16@yahoo.com","pcl_completion_date_5":"2026-11-21","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"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","latest_paid_thru":"2023-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","sendpreexpirationemail":"2025-03-20T14:20:00-04:00","sendapplicationform":"2025-03-20T14:20:00-04:00","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T10:40:00-04:00","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":"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":"2021-06-04","last_conf_date_type":"2010-07-06","last_act_type":"2026-02-04","telemarketing_call_date":"2026-05-06","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","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"5537","email":"adj.comptabilite@musiquenomade.com","first_name":"Mounira","last_name":"Ismail","phone":"5144000452","orgname":"Musique Nomade","customer_acct_name":"Musique Nomade","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01421","province":"QC","full_name":"Mounira Ben Ismail","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2023-02-23","domain_1":"musiquenomade.com","attended_webinar":"No","lapsed_expiration_date":"2023-02-23","individual_id":"322092","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501455","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T10:39:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01421","temp_intcode_for_auto_old_int_code":"6","organization_id":"322094","last_act_type":"2026-02-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"adj.comptabilite@musiquenomade.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10050","email":"tiffaniff@icloud.com","first_name":"Tiffany","last_name":"Sanderson","phone":"5146161912","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":"Tiffany Sanderson","language":"English","origin":"Lapsed Spring 2024","individual_id":"316328","region":"CDN","lead_status":"Refused","old_do_id":"LB2503684","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5146161912","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","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":"2025-11-28T11:42:00-05:00","paid_thru":"2023-08-31","new_member_date_2":"2022-09-21","temp_do_id_for_auto_old_do_id":"LB2507489","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":"2022-02-09","pcl_status":"P","pcl_completion_date":"2023-01-09","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2507489","npi_email_temp":"tiffaniff@icloud.com","pcl_completion_date_5":"2028-01-09","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"9472","email":"iangillis.ca@gmail.com","first_name":"Ian","last_name":"Gillis","phone":"4162448484","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":"L25C06914","full_name":"Ian Gillis","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"306441","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503196","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"6478594570","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","intcode":"06","blocnote":"NOv 20 2025","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:51:00-05:00","paid_thru":"2022-09-30","new_member_date_2":"2021-10-21","temp_do_id_for_auto_old_do_id":"L25C06914","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-10-20","pcl_status":"F","pcl_completion_date":"2022-02-06","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"iangillis.ca@gmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"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","latest_paid_thru":"2025-01-31"}},"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, 260522 Lapsed DEL","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":"Renewed Lapsed","last_engaged_date":"2025-10-27","old_do_id":"LB2502416","time_zone":"5","province":"BC","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","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":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","sendapplicationform":"2025-06-25T12:45:00-04:00","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"L25O01467","temp_intcode_for_auto_old_int_code":"99","organization_id":"166748","last_infoline_date_type":"2023-05-06","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":"30\/04\/2027","latest_paid_thru":"2027-04-30","date_of_renewal_identification":"2026-05-28","company_paid_thru":"2027-04-30","corp_cancel_date":"2024-03-02","company_status":"A"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"271595","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T10:49:00-04:00","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":"06","last_act_type":"2026-06-01","telemarketing_call_date":"2026-05-06","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":"99","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","latest_paid_thru":"2026-12-31"}},"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","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":"2024-05-01","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","latest_paid_thru":"2024-12-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"2026-05-15","last_act_type":"2026-05-15","blocnote":"22 mai 2026 bv","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T11:43:00-04:00","telemarketing_call_date":"2026-05-22","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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"10511","email":"diana4759.bc@gmail.com","first_name":"Diana","last_name":"Hickman","phone":"2508862209","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":"Diana Hickman","language":"English","origin":"Lapsed Spring 2024","individual_id":"322138","region":"CDN","lead_status":"Refused","old_do_id":"L25C06332","members_type":"CAND","province":"BC","area_code":"250","time_zone":"5","phone_2":"2508862209","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:34:00-05:00","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":"Yes","npichallengesspecify":"the course was difficult - the teacher wasn't interactive","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"wasn't able to be engaged in activities","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":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2023-02-24","temp_do_id_for_auto_old_do_id":"L25C06332","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-11-13","pcl_status":"P","pcl_completion_date":"2023-06-28","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"diana4759.bc@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"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","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","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"9318","email":"courtney.craig@mnp.ca","first_name":"Courtney","last_name":"Craig","phone":"8076232141","orgname":"MNP","customer_acct_name":"MNP","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06954","province":"ON","full_name":"Courtney Craig","language":"English","origin":"2023 lapsed Members","domain_1":"mnp.ca","lapsed_expiration_date":"2022-11-02","individual_id":"305567","area_code":"807","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500920","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":"2021-09-27","temp_do_id_for_auto_old_do_id":"L25C06954","phone_2":"8073558019","last_act_type":"2021-09-24","pcl_status":"P","pcl_completion_date":"2022-01-16","pf2_status":"F","pf2_completion_date":"2022-08-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"courtney.craig@mnp.ca","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"7356","email":"moshermaryann@gmail.com","first_name":"Mary","last_name":"Mosher","phone":"9028762127","orgname":"","customer_acct_name":"","tags":"CSV imported, F24 Absentees, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503028","full_name":"Mary Ann Mosher","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2017-11-30","individual_id":"15488","region":"CDN","lead_status":"Refused","old_do_id":"C17596","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-02-02","province":"NS","cpa_certification":"CPM","cert_status":"WITHDRAWN","time_zone":"1","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2020-11-30","new_member_date_2":"2017-11-30","temp_do_id_for_auto_old_do_id":"LB2503028","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","phone_2":"9028762127","pds_september":"2","last_conf_date_type":"2012-07-02","last_act_type":"2021-03-05","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"moshermaryann@gmail.com","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30"}},"seriesid":"163"}
{"contact":{"id":"10090","email":"delkorman@gmail.com","first_name":"Adell","last_name":"Korman","phone":"7808938330","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":"L25C06973","full_name":"Adell Korman","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305365","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-11","old_do_id":"LB2503154","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7808938330","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"13 March 2025 VM\r\n18 March 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-18T17:39:00-04:00","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","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":"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":"2021-09-20","temp_do_id_for_auto_old_do_id":"L25C06973","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2021-09-19","pcl_status":"P","pcl_completion_date":"2022-01-16","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"delkorman@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"18562","email":"oluwakemy.ajayi@gmail.com","first_name":"Oluwakemi","last_name":"Aluko","phone":"3362273319","orgname":"Boylestreet Community Services","customer_acct_name":"Boylestreet Community Services","tags":"Mem241023, 250205 AST Members, NPIdealed, inPipeline2","ip4":"127.0.0.1","fields":{"individual_id":"331439","full_name":"Oluwakemi Aluko","members_type":"CAND","city_1":"Edmonton","province":"AB","phone_2":"6478575838","found":"company man","language":"English","new_member_date_2":"2024-09-13","pipeline_2_members_only_ast":"","no_email_solicitation":"False","time_zone":"4","blocnote":"apr 29 2025 vm not qualified","dhmsfin_telemarketing_last_contacted_date":"2025-05-05T11:16:00-04:00","intcode":"0","old_int_code":"12","pipeline_1_lapsed_members":"","old_do_id":"L25C05929","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2506748","temp_intcode_for_auto_old_int_code":"0","last_infoline_date_type":"2025-05-15","last_act_type":"2025-08-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2025-05-16","pf1_status":"F","number_of_passed_courses":"1","trc":"True","wera":"False","pf1_completion_date":"2025-12-23","npi_email_temp":"oluwakemy.ajayi@gmail.com","pcl_completion_date_5":"2030-05-16","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"5475","email":"dsafsg@fsgcanada.org","first_name":"Ren\u00e9","last_name":"Kone","phone":"5143877337","orgname":"Fr\u00e8res de St-Gabriel du Canada","customer_acct_name":"Fr\u00e8res de St-Gabriel du Canada","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01539","province":"QC","extension_phone_1":"101","full_name":"Ren\u00e9 Kone","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2022-10-05","domain_1":"fsgcanada.org","attended_webinar":"No","lapsed_expiration_date":"2022-10-05","individual_id":"317540","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501425","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"19 juin 2025 bv se prononce koner","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T11:39:00-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25O01539","temp_intcode_for_auto_old_int_code":"6","organization_id":"317538","last_act_type":"2023-11-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dsafsg@fsgcanada.org","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"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":"259851.0","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","latest_paid_thru":"2024-12-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"232226","canceldate":"2020-06-01","no_email_solicitation":"False","pds_march":"5","area_code":"780","time_zone":"4","blocnote":"May 1 2026 vm\r\nMay 25 2026 Survey completed  sent resources email.  She said she miss the percentage require to pass by 1 percent and will not be taking courses again.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:36:00-04:00","intcode":"31","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":"06","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":"31","pds_september":"5","last_act_type":"2026-11-02","telemarketing_call_date":"2026-05-25","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":"2026-05-25T13:35:58-04:00","pds_november":"5","npi_email_temp":"elockwood@westlockcounty.com","pcl_completion_date_5":"2029-05-01","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"No","sendaigeneral":"2026-05-25T13:35:00-04:00","sendaiemail":"2026-05-25T13:35:57-04:00"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10115","email":"deneen@lnib.net","first_name":"Deneen","last_name":"Grismer","phone":"2503785157","orgname":"Lower Nicola Indian Band","customer_acct_name":"Lower Nicola Indian Band","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00078","province":"BC","full_name":"Deneen Grismer","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2010-03-02","domain_1":"lnib.net","lapsed_expiration_date":"2023-05-02","individual_id":"226425","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETO00122","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"07","blocnote":"May 20 2025 vm\r\nAug 6 2025 on vacation\r\nLN Oct 30 2025 not available","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T12:28:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00078","temp_intcode_for_auto_old_int_code":"07","organization_id":"165322","pds_august":"1","pds_september":"1","last_act_type":"2023-04-27","old_int_code":"10","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"deneen@lnib.net","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7319","email":"erin@oddsandevens.ca","first_name":"Jennifer","last_name":"Audley","phone":"6043039331","orgname":"Odds & Evens Bookkeeping","customer_acct_name":"Odds & Evens Bookkeeping","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02299","province":"BC","full_name":"Jennifer Audley, CPB","language":"English","origin":"2023 lapsed Members","domain_1":"oddsandevens.ca","lapsed_expiration_date":"2022-11-02","individual_id":"267305","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500346","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","new_member_date_2":"2018-09-19","no_email_solicitation":"FALSE","intcode":"15","blocnote":"May 12 2025 vm\r\nJuly 14 2025 call back\r\nLN Sept 23 2025 Survey completed she is winding down her company.\n2026 May 08 contact answered but was too busy to continue, requested email instead","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A02299","temp_intcode_for_auto_old_int_code":"15","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","notrenewedother":"I am winding down my bookkeeping company.","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 because I will be winding down the company.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am winding down company.","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"I did not have chance to attend in person events.","engagingstrategiesspecify":"Info on changing designation.","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"01","last_act_type":"2021-09-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"erin@oddsandevens.ca","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Jennifer to discuss her lapsed Associate membership with the National Payroll Institute and began the survey. Jennifer indicated she was busy and preferred to receive an email to complete the survey later. The call ended without completing the survey.","aitm_callsummarytitle":"Contact Busy, Requested Email","onesentencenotrenewed":"User was too busy to talk and requested an email instead.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_4adb19a40268a2e9cfdee6f6561","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4adb19a40268a2e9cfdee6f6561","number_of_calls_reached":"1"}},"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":{"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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"29204","email":"donna.marie.kelley@gmail.com","first_name":"Donna","last_name":"Smith","phone":"7807185379","orgname":"","customer_acct_name":"","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Donna Smith","members_type":"CAND","city_1":"Stony Plain","province":"AB","language":"English","phone_2":"7807185379","new_member_date_2":"2023-09-08","pipeline_2_members_only_ast":"","individual_id":"57931","no_email_solicitation":"True","time_zone":"4","blocnote":"may 12 2025 sen ddocs she is not sure if she can make it for one day","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T15:48:00-04:00","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-12T16:47:00-04:00","nationalconferenceattend":"No","last_engaged_date":"2025-05-12","pipeline_1_lapsed_members":"","old_int_code":"2","old_do_id":"L25C05907","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2504986","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-11-28","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"donna.marie.kelley@gmail.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"10056","email":"vtomas@genomeprairie.ca","first_name":"Virginia","last_name":"Tomas","phone":"3062611579","orgname":"Genome Prairie","customer_acct_name":"Genome Prairie","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02354","province":"SK","full_name":"Virginia Tomas","language":"English","origin":"2023 lapsed Members","domain_1":"genomeprairie.ca","lapsed_expiration_date":"2022-06-02","individual_id":"300601","area_code":"306","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501744","time_zone":"3","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","new_member_date_2":"2021-04-26","no_email_solicitation":"FALSE","intcode":"06","blocnote":"May 20 2025 no answer\r\nAug 6 2025 vm\r\nLN Oct 1 2025 vm\n2026 May 08 call reached voicemail, no contact answer\n2026 May 08 call went to voicemail, no contact reached\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact answer\n2026 May 13 reached voicemail, no conversation\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:40-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A02354","temp_intcode_for_auto_old_int_code":"6","phone_2":"3062611579","last_infoline_date_type":"2021-07-13","last_act_type":"2021-07-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vtomas@genomeprairie.ca","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Virginia, but it went to voicemail and the user did not answer.","aitm_callsummarytitle":"Voicemail reached, no answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2b7173e2d48ace668b5252778da","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2b7173e2d48ace668b5252778da"}},"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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"10112","email":"weiwvv@hotmail.com","first_name":"Wei","last_name":"Wei","phone":"2894072241","orgname":"Wei Wei CPA Professional Corporation","customer_acct_name":"Wei Wei CPA Professional Corporation","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A00044","province":"ON","full_name":"Wei Wei","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"240119","area_code":"289","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00179","time_zone":"2","members_type":"AST","new_member_date_2":"2016-01-11","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","no_email_solicitation":"FALSE","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","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 Sent e-mail again\n2026 May 08 call disconnected shortly after greeting, no conversation","notrenewedwanttorenew":"No","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00044","temp_intcode_for_auto_old_int_code":"15","phone_2":"2894072241","last_act_type":"2021-11-16","pcl_status":"P","pcl_completion_date":"2016-05-02","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"weiwvv@hotmail.com","pcl_completion_date_5":"2021-05-02","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:53-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief, with the agent attempting to speak with Wei but the user hanging up shortly after the greeting. No further conversation or information exchange occurred.","aitm_callsummarytitle":"Call disconnected after initial greeting","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"11","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_35a4a6cf4aa7ff27e60f176b287","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_35a4a6cf4aa7ff27e60f176b287","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"28741","email":"janelle.ablang@gmail.com","first_name":"Janelle","last_name":"Ablang","phone":"6042918122","orgname":"Destination Auto Group","customer_acct_name":"Destination Auto Group","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0005","full_name":"Janelle Ablang, CPA","members_type":"AST","city_1":"Richmond","province":"BC","language":"English","phone_2":"7783225635","lead_status":"Renewed APX","new_member_date_2":"2016-09-12","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"246405","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"10","blocnote":"April 30 2026 vm\r\nMay 21 2026 problem with connection.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T13:41:00-04:00","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"4271","date_of_renewal_identification":"2025-09-04","sendjulyemail":"2025-09-11T18:49:00-04:00","sendmayemail":"2025-09-11T18:49:00-04:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST0005","temp_intcode_for_auto_old_int_code":"10","last_infoline_date_type":"2023-03-29","last_act_type":"2025-08-08","telemarketing_call_date":"2026-05-21","pcl_status":"P","pcl_completion_date":"2016-11-20","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2022-01-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-05-05","number_of_passed_courses":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:47-05:00","npi_email_temp":"janelle.ablang@gmail.com","pcl_completion_date_5":"2021-11-20","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","old_int_code":"31"}},"seriesid":"163"}
{"contact":{"id":"17795","email":"samanthalcole@yahoo.com","first_name":"Samantha","last_name":"Cole","phone":"2046616738","orgname":"Specialty Construction Products Ltd.","customer_acct_name":"Specialty Construction Products Ltd.","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"province":"MB","full_name":"Samantha Cole","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","do_id":"L25A02277","individual_id":"230509","time_zone":"3","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500544","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","new_member_date_2":"2014-11-20","no_email_solicitation":"FALSE","pds_march":"2","blocnote":"may 27 2025 completed\n2026 May 08 call started with contact Samantha Cole answering, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","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":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A02277","temp_intcode_for_auto_old_int_code":"15","pds_august":"2","phone_2":"2045230279","pds_september":"2","last_act_type":"2021-10-18","pcl_status":"F","pcl_completion_date":"2015-03-16","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"samanthalcole@yahoo.com","pcl_completion_date_5":"2020-03-16","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Samantha Cole and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. The call was just beginning when the transcript ends, with the agent asking if it's okay to ask a few questions about the membership experience.","aitm_callsummarytitle":"Call started with membership renewal inquiry","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_afbf2deb8b6fe09e13d9c4ce1e6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_afbf2deb8b6fe09e13d9c4ce1e6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5492","email":"yasmin@adventusmining.com","first_name":"Yasmin","last_name":"Zuluaga","phone":"5875004274","orgname":"Adventus Mining Corporation","customer_acct_name":"Adventus Mining Corporation","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02475","province":"ON","full_name":"Yasmin Zuluaga","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2022-12-22","domain_1":"adventusmining.com","attended_webinar":"No","lapsed_expiration_date":"2022-12-22","individual_id":"319875","time_zone":"2","area_code":"416","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501434","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:11:00-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25O02475","temp_intcode_for_auto_old_int_code":"6","organization_id":"319874","last_act_type":"2025-03-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"yasmin@adventusmining.com","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","company_paid_thru":"2023-11-30","corp_cancel_date":"2024-02-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7035","email":"m_windsor@shaw.ca","first_name":"Melissa","last_name":"Windsor","phone":"2507095242","orgname":"","customer_acct_name":"","tags":"CSV imported, F24 Absentees, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Melissa Windsor","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-12-30","lapsed_expiration_date":"2022-02-02","individual_id":"295577","region":"CDN","lead_status":"Refused","old_do_id":"L25C07444","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-02-02","province":"BC","time_zone":"5","members_type":"CAND","paid_thru":"2021-11-30","new_member_date_2":"2020-12-11","temp_do_id_for_auto_old_do_id":"LB2506554","phone_2":"2507095242","last_act_type":"2020-11-12","pcl_status":"F","pcl_completion_date":"2021-04-07","number_of_passed_courses":"0","intcode":"21","blocnote":"LNC Nov 6 2025 Survey completed Send email. She would like to look over it.","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T14:48:00-05:00","temp_intcode_for_auto_old_int_code":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","sendapplicationform":"2025-11-06T14:47:00-05:00","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","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":"Yes","careerchangespecify":"I am not the main person in payroll any more","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"False","wera":"False","do_id":"LB2506554","npi_email_temp":"m_windsor@shaw.ca","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"9471","email":"bajwam7@gmail.com","first_name":"Mandeep","last_name":"Bajwa","phone":"7809043349","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":"LB2503873","full_name":"Mandeep Bajwa","language":"English","origin":"Lapsed Spring 2024","individual_id":"322107","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"8","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7809043349","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"12 March 2025 VM  18 March 2025 VM  31 March 2025 VM  07 April 2025 Busy or disconnected  08 April 2025 Busy  10 April 2025 Number disconnected","dhmsfin_telemarketing_last_contacted_date":"2025-04-10T21:05:00-04:00","canceldate":"2024-04-02","intcode":"21","paid_thru":"2024-01-31","new_member_date_2":"2023-02-23","temp_do_id_for_auto_old_do_id":"LB2503873","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-28","pcl_status":"P","pcl_completion_date":"2023-06-28","pf1_status":"P","pf1_completion_date":"2023-09-25","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"bajwam7@gmail.com","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"7018","email":"lapointe.suzanne70@gmail.com","first_name":"Suzanne","last_name":"Lapointe","phone":"5146373571","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02450","full_name":"Suzanne Lapointe","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-01-13","individual_id":"284571","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503008","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-03-02","members_type":"AST","new_member_date_2":"2020-01-13","no_email_solicitation":"FALSE","province":"QC","time_zone":"2","paid_thru":"2020-12-31","intcode":"15","blocnote":"Aug 13 2025 vm\n2026 May 08 call attempted but mostly inaudible, no clear conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","temp_do_id_for_auto_old_do_id":"L25A02450","temp_intcode_for_auto_old_int_code":"15","phone_2":"5145960498","last_act_type":"2020-11-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lapointe.suzanne70@gmail.com","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Suzanne to discuss her lapsed Associate membership with the National Payroll Institute and intended to ask survey questions. However, the call was mostly inaudible and ended without a clear conversation or completion of the intended tasks.","aitm_callsummarytitle":"Attempted contact with Suzanne about lapsed membership","notrenewedwanttorenew":"No","mini_nps":"3","initialvalue":"Other","age_range":"Preferred not to say","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ab9e5e8458e50be5f9dc898e5b7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ab9e5e8458e50be5f9dc898e5b7","number_of_calls_reached":"1"}},"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":"2023-02-01","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","latest_paid_thru":"2022-07-31"}},"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":"2026-06-05","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","old_do_id":"AST0072","npi_email_temp":"harsh596.com@gmail.com","pcl_completion_date_5":"2029-01-30","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","last_infoline_date_type":"2025-12-17"}},"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, AI Contacts sent to TM 2026, 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":"2025-04-09","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","latest_paid_thru":"2026-08-31"}},"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","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":"2022-11-03","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","latest_paid_thru":"2025-02-28"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:43-04:00","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","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:47-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3d0ceb5b5f633194e0bbe6534e2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3d0ceb5b5f633194e0bbe6534e2"}},"seriesid":"163"}
{"contact":{"id":"10153","email":"bonniebuckle1@gmail.com","first_name":"Bonnie","last_name":"Buckle","phone":"4032083848","orgname":"Xpan Interactive","customer_acct_name":"Xpan Interactive","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06966","province":"AB","extension_phone_1":"100","full_name":"Bonnie Buckle","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"292851","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500105","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":"2020-09-25","temp_do_id_for_auto_old_do_id":"L25C06966","phone_2":"4039453243","last_infoline_date_type":"2022-12-01","last_act_type":"2022-12-01","pcl_status":"P","pcl_completion_date":"2022-04-10","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"bonniebuckle1@gmail.com","pcl_completion_date_5":"2027-04-10","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"29272","email":"carole.ouimet@hotmail.com","first_name":"Carole","last_name":"Ouimet","phone":"5147358557","orgname":"Telecon Inc.","customer_acct_name":"Telecon Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02906","full_name":"Carole Ouimet","members_type":"AST","city_1":"Pincourt","province":"QC","language":"French","phone_2":"5147184389","lead_status":"Lapsed Member","new_member_date_2":"2024-01-31","pipeline_2_members_only_ast":"","individual_id":"333852","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","sendjulyemail":"2025-08-19T14:10:00-04:00","blocnote":"px\r\n10 dec 2025 bv\n2026 May 08 call attempted with Carole, mostly inaudible responses, no clear outcome.","sendmayemail":"2025-08-19T14:10:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","full_name_2":" ","temp_do_id_for_auto_old_do_id":"L25A02906","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2025-04-04","last_act_type":"2025-04-04","telemarketing_call_date":"2025-08-19","number_of_passed_courses":"0","old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"carole.ouimet@hotmail.com","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST1071","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:58-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Carole to discuss her lapsed Associate membership with the National Payroll Institute and intended to ask survey questions. However, the call was mostly inaudible and did not progress to a meaningful conversation or completion of the survey.","aitm_callsummarytitle":"Unsuccessful call due to inaudible responses","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear refusal or renewal intent due to inaudible responses.","initialvalue":"Other","othermemberbenefit":"No information provided due to inaudible speech.","astotherreasonsnottorenew":"Call was mostly inaudible, no clear reason provided.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d8606ed02d51f732d780143b099","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d8606ed02d51f732d780143b099","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2023-10-31"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"6964","email":"lindsey.little@ipexna.com","first_name":"Lindsey","last_name":"Bailey","phone":"9055506103","orgname":"Ipex Management Inc.","customer_acct_name":"Ipex Management Inc.","tags":"CSV imported, NPIdealed, npiAlert3, npiAlert13, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Lindsey Bailey","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"19-f?vr-16","domain_1":"ipexna.com","individual_id":"219658","area_code":"416","region":"CDN","lead_status":"Not Relevant","last_engaged_date":"2024-11-22","old_do_id":"LB2506115","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"","canceldate":"2020-06-01","members_type":"CORP","new_member_date_2":"2016-02-19","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2506115","organization_id":"316611","pds_august":"3","phone_2":"9055506103","date_of_renewal_identification":"","pds_september":"3","last_infoline_date_type":"2025-09-06","last_act_type":"2025-09-06","pcl_status":"P","pcl_completion_date":"2014-12-15","pf1_status":"P","pf1_completion_date":"2018-08-20","number_of_passed_courses":"2","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"lindsey.little@ipexna.com","pcl_completion_date_5":"2019-12-15","formatted_paid_thru":"30\/09\/2026","company_paid_thru":"2026-09-30","latest_paid_thru":"2026-09-30","do_id":"","company_status":"A"}},"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":"2026-09-01","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","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"10059","email":"jtex89@hotmail.com","first_name":"Jennifer","last_name":"Teixeira","phone":"7056279626","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":"L25C06609","full_name":"Jennifer Teixeira","language":"English","origin":"Lapsed Spring 2024","individual_id":"315822","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503676","members_type":"CAND","province":"ON","area_code":"705","time_zone":"2","phone_2":"7056279626","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","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":"2023-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T15:06:00-05:00","new_member_date_2":"2022-08-25","temp_do_id_for_auto_old_do_id":"L25C06609","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-11-13","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":"3","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"jtex89@hotmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human answer\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","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","latest_paid_thru":"2021-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Louis but went to voicemail, and no conversation 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","session_id":"call_ff2c9305271972a388643bfe04b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ff2c9305271972a388643bfe04b","mini_nps":"3"}},"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","latest_paid_thru":"2022-04-30"}},"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","latest_paid_thru":"2021-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"261003","no_email_solicitation":"False","area_code":"403","time_zone":"4","old_do_id":"L25A00291","pipeline_1_lapsed_members":"Renewed lapsed","blocnote":"May 6 2026 completed with one email sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:25:00-04:00","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":"2019-11-02","last_act_type":"2025-09-26","telemarketing_call_date":"2026-05-06","pcl_status":"P","pcl_completion_date":"2019-06-02","number_of_passed_courses":"1","trc":"True","wera":"False","sendaigeneral":"2026-05-06T11:25:00-04:00","senddecemberemail":"2025-12-10T11:09:30-05:00","sendaidate":"2026-05-06T11:25:45-04:00","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","latest_paid_thru":"2026-09-30","sendaiemail":"2026-05-06T11:25:45-04:00","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"No","last_engaged_date":"2026-05-11"}},"seriesid":"163"}
{"contact":{"id":"30737","email":"savannah_williams@uhg.com","first_name":"Savannah","last_name":"Williams","phone":"7633619756","orgname":"UnitedHealth Group","customer_acct_name":"UnitedHealth Group","tags":"npiAlert12, npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"229466","full_name":"Savannah Williams","members_type":"CORP","do_id":"L25O00630","coidnewmbrdate":"2023-01-24","city_1":"Minnetonka","province":"MN","language":"English","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","area_code":"763","time_zone":"3","intcode":"99","blocnote":"28 May 2025 VM\r\n10 September 2025 Survey completed\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 \/ 27 November 2025 VM\r\nLN \/ 04 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T11:05:00-05:00","paid_thru":"2027-01-31","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":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","temp_do_id_for_auto_old_do_id":"L25O00630","temp_intcode_for_auto_old_int_code":"99","organization_id":"178979","last_infoline_date_type":"2026-03-31","last_act_type":"2026-03-31","old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"savannah_williams@uhg.com","date_of_renewal_identification":"2026-05-28","formatted_paid_thru":"31\/01\/2027","company_paid_thru":"2027-01-31","latest_paid_thru":"2027-01-31","company_status":"A"}},"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","latest_paid_thru":"2025-05-31"}},"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":"2023-11-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tishanyg@wgcpa.ca","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","latest_paid_thru":"2023-09-30","formatted_paid_thru":"30\/09\/2023","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"336791","no_email_solicitation":"False","area_code":"403","time_zone":"4","sendpreexpirationemail":"2025-04-08T19:04:00-04:00","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:04:00-04:00","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":"2026-03-25","last_act_type":"2026-03-25","telemarketing_call_date":"2026-05-06","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","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"10488","email":"jim.aguanno@sandc.com","first_name":"James","last_name":"Aguanno","phone":"4162499171","orgname":"S&C Electric Canada Ltd.","customer_acct_name":"S&C Electric Canada Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02243","province":"ON","extension_phone_1":"3211","full_name":"James Aguanno","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2013-05-24","domain_1":"sandc.com","lapsed_expiration_date":"2022-08-03","individual_id":"81959","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500963","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":"2025-12-11T12:44:00-05:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O02243","temp_intcode_for_auto_old_int_code":"6","organization_id":"146803","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jim.aguanno@sandc.com","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"17350","email":"pchung@mcanmortgage.com","first_name":"Pooi","last_name":"Chung","phone":"4162035937","orgname":"MCAN Corp.","customer_acct_name":"MCAN Corp.","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Pooi Yee Chung","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2018-11-26","domain_1":"mcanmortgage.com","attended_webinar":"Yes","do_id":"L25O01947","individual_id":"282018","members_type":"CORP","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501825","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 27 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T11:30:00-04:00","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01947","temp_intcode_for_auto_old_int_code":"6","organization_id":"269639","last_infoline_date_type":"2021-06-01","last_act_type":"2021-06-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pchung@mcanmortgage.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8671","email":"chadsherbo@gmail.com","first_name":"Chad","last_name":"Sherbo","phone":"4036140094","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07325","full_name":"Chad Sherbo","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"285957","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503128","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":"2020-02-20","temp_do_id_for_auto_old_do_id":"L25C07325","phone_2":"4036140094","last_act_type":"2021-01-02","pcl_status":"P","pcl_completion_date":"2020-05-31","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"chadsherbo@gmail.com","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31"}},"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","latest_paid_thru":"2023-02-28"}},"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":"2026-05-02","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","latest_paid_thru":"2025-08-31"}},"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","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","latest_paid_thru":"2025-09-30"}},"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":"247219.0","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","latest_paid_thru":"2022-03-31"}},"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":"2024-08-01","last_act_type":"2024-08-01","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","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29718","email":"bnplain@hotmail.com","first_name":"Brenda","last_name":"Plain","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Zerobounce indication, Exclusion List 250404, 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":"L25A02825","old_do_id":"AST1136","full_name":"Brenda Plain","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4066198672","lead_status":"Lapsed Member","zerobounce_reason":"No Valid: abuse","pipeline_2_members_only_ast":"","new_member_date_2":"2015-11-26","time_zone":"4","pipeline_1_lapsed_members":"Non-mailable Lapsed members","individual_id":"239241","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2025-11-30","blocnote":"number  not in service\n2026-02-27 invalid phone destination, phone: +14066198672","dhmsfin_telemarketing_last_contacted_date":"2026-02-27T13:25:33-05:00","intcode":"16","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A02825","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-11-25","telemarketing_call_date":"2025-09-14","pcl_status":"P","pcl_completion_date":"2016-02-21","pf1_status":"P","pf1_completion_date":"2016-05-16","pf2_status":"P","pf2_completion_date":"2017-07-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-03-16","number_of_passed_courses":"4","date_of_renewal_identification":"","trc":"False","wera":"False","npi_email_temp":"bnplain@hotmail.com","canceldate":"2026-02-03","ler_entered_date":"2026-02-04","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":"2021-02-21","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"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":"2017-12-05","last_act_type":"2020-11-12","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","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"29693","email":"jbidessie@ea.com","first_name":"Janice","last_name":"Bidessie","phone":"6047143868","orgname":"Aviso Wealth","customer_acct_name":"Aviso Wealth","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0132","full_name":"Janice Bidessie","members_type":"AST","city_1":"Port Moody","province":"BC","language":"English","phone_2":"7789959503","lead_status":"Renewed APX","new_member_date_2":"2011-12-15","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"47214","canceldate":"2002-09-11","no_email_solicitation":"False","pds_march":"14","area_code":"604","time_zone":"5","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T12:10:00-04:00","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"14","pds_july":"14","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"14","temp_do_id_for_auto_old_do_id":"AST0132","temp_intcode_for_auto_old_int_code":"06","pds_september":"14","last_infoline_date_type":"2025-10-20","last_conf_date_type":"2022-06-08","last_act_type":"2025-03-12","telemarketing_call_date":"2026-05-06","pcl_status":"P","pcl_completion_date":"2012-01-11","pf1_status":"P","pf1_completion_date":"2016-05-23","number_of_passed_courses":"2","pds_october":"14","date_of_renewal_identification":"2025-12-05","trc":"False","wera":"False","pds_november":"14","old_int_code":"99","npi_email_temp":"jbidessie@ea.com","pcl_completion_date_5":"2017-01-11","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"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, TMAI","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":"2026-05-15T18:12:44-04:00","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\n2026 May 08 call reached voicemail, message left\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, message left\n2026 May 11 call reached voicemail, message left\n2026 May 13 voicemail reached, message left\n2026 May 13 call reached voicemail, message left\n2026 May 15 call reached voicemail, message left\n2026 May 15 call reached voicemail, message left","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","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:33-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent called Isabel but reached voicemail and left a message as the user was not available to answer the call.","aitm_callsummarytitle":"Voicemail reached, message left","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_df44c08dc622deb92cbee7cba66","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_df44c08dc622deb92cbee7cba66"}},"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","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-06-08","company_status":"I"}},"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":"259336.0","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"5520","email":"smorin@yqb.ca","first_name":"Steve","last_name":"Morin","phone":"4186402700","orgname":"A\u00e9roport de Qu\u00e9bec Inc.","customer_acct_name":"A\u00e9roport de Qu\u00e9bec 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":"L25O00370","city_1":"QUEBEC","province":"QC","extension_phone_1":"2675","full_name":"Steve Morin","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2014-03-25","domain_1":"yqb.ca","attended_webinar":"No","lapsed_expiration_date":"2023-05-02","individual_id":"224139","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-19","old_do_id":"QNPIRETO00241","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:57:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00370","temp_intcode_for_auto_old_int_code":"6","organization_id":"224138","pds_august":"4","pds_september":"4","last_conf_date_type":"2015-06-02","last_act_type":"2023-04-13","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"smorin@yqb.ca","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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","latest_paid_thru":"2022-01-31","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-04-02","company_status":"I"}},"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","latest_paid_thru":"2022-01-31","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7282","email":"alinachan262@gmail.com","first_name":"Yuchun","last_name":"Chen","phone":"6048621326","orgname":"Bright Exhibition & Event Ltd.","customer_acct_name":"Bright Exhibition & Event Ltd.","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2500597","city_1":"Winnipeg","province":"BC","phone_2":"6048621326","full_name":"Yuchun Chen","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"288917","area_code":"604","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"CNPIRETP00248","time_zone":"3","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":"2020-05-26","temp_do_id_for_auto_old_do_id":"LB2500597","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-10","pcl_status":"P","pcl_completion_date":"2020-08-30","pf1_status":"P","pf1_completion_date":"2021-01-24","pf2_status":"P","pf2_completion_date":"2021-05-17","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","npi_email_temp":"alinachan262@gmail.com","pcl_completion_date_5":"2025-08-30","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"9370","email":"robyn@shaw.ca","first_name":"Robyn","last_name":"Maltais","phone":"6043097375","orgname":"Account-Ability","customer_acct_name":"Account-Ability","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07266","province":"BC","full_name":"Robyn Maltais, Non CPA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"299704","area_code":"888","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2500637","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":"L25C07266","phone_2":"6043097375","last_act_type":"2021-03-31","number_of_passed_courses":"0","intcode":"06","blocnote":"Nov 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:30:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"robyn@shaw.ca","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29173","email":"ansleigh.smith@equifax.com","first_name":"Ansleigh","last_name":"Smith","phone":"6783737998","orgname":"Equifax","customer_acct_name":"Equifax","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Breaking News, Dialogue Magazine, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1330","full_name":"Ansleigh Smith, CPP","members_type":"AST","city_1":"Conyers","province":"GA","language":"English","phone_2":"7707782271","lead_status":"Member","new_member_date_2":"2020-06-26","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"289903","no_email_solicitation":"False","area_code":"678","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:56:00-04:00","pipeline_1_lapsed_members":"","last_engaged_date":"2026-02-03","career_july":"1","member_july":"1","late_breaking_payroll_news_july":"2","paid_thru":"2027-05-31","last_login_date":"2025-12-24T12:15:46-05:00","member_august":"4","late_breaking_payroll_news_august":"1","dialogue_august":"3","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","late_breaking_payroll_news_september":"2","temp_do_id_for_auto_old_do_id":"AST1330","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2021-01-03","last_act_type":"2026-07-04","late_breaking_payroll_news_october":"4","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","late_breaking_payroll_news_november":"4","resources_tools_november":"1","member_november":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:31-05:00","member_december":"2","late_breaking_payroll_news_december":"3","payroll_guidelines_december":"1","resources_tools_december":"1","late_breaking_payroll_news_january":"9","npi_email_temp":"ansleigh.smith@equifax.com","dialogue_january":"1","member_january":"3","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"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, TMAI","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":"06","blocnote":"Oct 16 2025 vm  Oct 31 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 voicemail reached, message left\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, message left\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","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":"06","last_infoline_date_type":"2026-01-27","last_act_type":"2026-03-26","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":"99","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:06-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went to voicemail immediately upon dialing.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1a6f955d6230824c19f7feb9317","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1a6f955d6230824c19f7feb9317"}},"seriesid":"163"}
{"contact":{"id":"9321","email":"hirose@trueworldgroup.com","first_name":"Toshiyuki","last_name":"Hirose","phone":"2014504567","orgname":"True World Foods of Canada","customer_acct_name":"True World Foods 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":"L25O01548","full_name":"Toshiyuki Hirose","language":"English","origin":"Lapsed Spring 2024","domain_1":"trueworldgroup.com","individual_id":"316824","area_code":"201","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502375","time_zone":"2","province":"BC","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"12 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 VM\r\n08 April 2025 Cal cannot be completed\r\n14 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-04-28T10:15:00-04:00","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":"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":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25O01548","temp_intcode_for_auto_old_int_code":"1","organization_id":"317160","last_infoline_date_type":"2022-09-24","last_act_type":"2022-05-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hirose@trueworldgroup.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7375","email":"payroll@heiltsuknation.ca","first_name":"Cheryl","last_name":"Humchitt","phone":"2509572381","orgname":"Heiltsuk Tribal Council","customer_acct_name":"Heiltsuk Tribal Council","tags":"CSV imported, NPIdealed, npiAlert13, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"do_id":"L25O02045","extension_phone_1":"209","full_name":"Cheryl Humchitt","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-06-17","domain_1":"heiltsuknation.ca","individual_id":"240731","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502005","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"L25O02045","organization_id":"50580","pds_august":"5","phone_2":"7782138159","members_type":"CORP","pds_september":"5","last_act_type":"2020-07-22","intcode":"06","blocnote":"LN Oct 15 2025 vm Cheryl Windsor","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T16:42:00-05:00","temp_intcode_for_auto_old_int_code":"06","pcl_status":"F","pcl_completion_date":"2019-11-21","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"payroll@heiltsuknation.ca","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31","company_paid_thru":"2020-05-31","corp_cancel_date":"2020-08-05","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-27","company_status":"I"}},"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":"2023-05-06","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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"5678","email":"dkamien@phoenixwrappers.com","first_name":"Deborah","last_name":"Kamien","phone":"4507860414","orgname":"Pacteon (Phoenix Wrappers- Descon)","customer_acct_name":"Pacteon (Phoenix Wrappers- Descon)","tags":"CSV imported, paie.ca visited, Payroll Resource Accessed, 250217 Lapsed, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Deborah Kamien","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-04-08","domain_1":"phoenixwrappers.com","attended_webinar":"No","lapsed_expiration_date":"2023-06-02","individual_id":"299966","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed DEL","last_engaged_date":"2024-12-16","old_do_id":"LB2504973","members_type":"CORP","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"17 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T10:06:00-04:00","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2504973","temp_intcode_for_auto_old_int_code":"99","organization_id":"299965","old_int_code":"6","last_infoline_date_type":"2026-05-22","last_act_type":"2026-05-22","company_paid_thru":"2026-04-30","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dkamien@phoenixwrappers.com","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","corp_cancel_date":"2023-06-02","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30740","email":"accounting@arcanehorizon.org","first_name":"Terri","last_name":"Mandzuik","phone":"2048975482","orgname":"Arcane Horizon Inc.","customer_acct_name":"Arcane Horizon Inc.","tags":"npiAlert13, NPI LN sent to TM, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"234743","full_name":"Terri Mandzuik","members_type":"CORP","do_id":"L25O00631","coidnewmbrdate":"2020-01-21","city_1":"Winnipeg","province":"MB","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"204","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":"2025-12-11T16:33:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00631","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","pds_september":"2","last_act_type":"2024-11-07","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"accounting@arcanehorizon.org","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-27"}},"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","latest_paid_thru":"2022-04-30"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 voicemail reached, message left\n2026 May 11 call reached voicemail, no message left\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, message left\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:44-04:00","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","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:33-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Anne-Marie but went to voicemail, so no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cfb25eb7a1c59ac3dd99c77ba3c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cfb25eb7a1c59ac3dd99c77ba3c"}},"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":"2026-04-23","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","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8554","email":"alaowalealao@gmail.com","first_name":"Adewale","last_name":"Alao","phone":"7782235585","orgname":"University Canada West","customer_acct_name":"University Canada West","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500295","province":"BC","full_name":"Adewale Alao","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"307589","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000025","time_zone":"5","members_type":"CAND","phone_2":"7782235585","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"May 10 2025 vm\r\nMar 18 2025 Reception said everyone in payroll works from home and does not see the above name in the directory","dhmsfin_telemarketing_last_contacted_date":"2025-03-27T14:30:00-04:00","notrenewednolongerinpayroll":"Yes","canceldate":"2023-06-02","paid_thru":"2023-03-31","new_member_date_2":"2022-04-11","temp_do_id_for_auto_old_do_id":"LB2500295","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-05-23","last_act_type":"2023-05-23","pcl_status":"P","pcl_completion_date":"2022-08-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"alaowalealao@gmail.com","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"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":"2022-07-06","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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"7710","email":"smithdeb@telus.net","first_name":"Debra","last_name":"Smith","phone":"6043095163","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503062","full_name":"Debra Smith","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"24-ao?t-04","individual_id":"60259","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"C17651","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-03-02","province":"BC","cpa_certification":"CPM","cert_status":"WITHDRAWN_CPE","time_zone":"5","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"232","paid_thru":"2020-12-31","new_member_date_2":"2004-08-24","temp_do_id_for_auto_old_do_id":"LB2503062","temp_intcode_for_auto_old_int_code":"21","pds_august":"232","phone_2":"6043095163","pds_september":"232","last_infoline_date_type":"2020-06-04","last_conf_date_type":"2010-07-06","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"232","trc":"False","wera":"False","pds_november":"232","npi_email_temp":"smithdeb@telus.net","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31"}},"seriesid":"163"}
{"contact":{"id":"30679","email":"manishap79@gmail.com","first_name":"Manisha","last_name":"Pawaskar","phone":"7789525662","orgname":"Odlum Brown Ltd.","customer_acct_name":"Odlum Brown Ltd.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"335264","full_name":"Manisha Pawaskar","members_type":"CORP","coidnewmbrdate":"2018-07-03","city_1":"North Vancouver","province":"BC","language":"English","phone_2":"7789525662","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2024-03-12","area_code":"778","time_zone":"5","canceldate":"2025-02-24","blocnote":"15 April 2025 In a webinar call back\r\n23 April 2025 VM\r\n06 May 2025 Survey completed - she already renewed","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T16:44:00-04:00","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":"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":"149270","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2506248","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","old_do_id":"LB2506248","old_int_code":"2","last_act_type":"2026-03-26","last_engaged_date":"2026-02-13","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-07-02","pf1_status":"P","pf1_completion_date":"2024-11-20","pf2_status":"P","pf2_completion_date":"2025-09-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-05-29","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"manishap79@gmail.com","pcp_we":"APPROVED","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"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","latest_paid_thru":"2025-10-31"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","old_do_id":"L25A02393","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-03-02","new_member_date_2":"2021-01-08","no_email_solicitation":"FALSE","intcode":"11","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\n2026 May 08 call reached gatekeeper, Renee not available, callback requested\n2026 May 11 reached voicemail, no human interaction\n2026 May 11 reached voicemail of Renee McDonald\n2026 May 13 user refused renewal and requested no further calls.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T10:06:41-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25A02393","temp_intcode_for_auto_old_int_code":"11","phone_2":"2899690313","last_act_type":"2021-07-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rmbookkeeping.info@gmail.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","called_by":"Tri","aitm_status_called":"2026-05-13T10:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The user expressed disinterest and requested to stop receiving calls. The agent acknowledged the request and confirmed updating the user's preferences.","aitm_callsummarytitle":"User Refused Renewal and Requested No Further Calls","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_334f56491ffc193f470f1e612df","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_334f56491ffc193f470f1e612df","number_of_calls_reached":"2","mini_nps":"1","onesentencenotrenewed":"User is not interested and wants to stop receiving calls.","initialvalue":"Other","othermemberbenefit":"User did not specify any benefits, only refusal.","astotherreasonsnottorenew":"User explicitly requested to stop calls and showed no interest in renewing.","age_range":"Preferred not to say","pipeline_2_members_only_ast":"","date_of_renewal_identification":""}},"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","latest_paid_thru":"2023-10-31"}},"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, TMAI","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":"0","blocnote":"May 13 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 25 2025 vm\n2026 May 08 call reached voicemail - no contact\n2026-05-08 invalid phone destination, phone: +12507896987","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:44-04:00","pds_july":"1","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A02351","temp_intcode_for_auto_old_int_code":"08","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","latest_paid_thru":"2022-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:16:45-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was made to Cathryn but was answered by a voicemail system identifying as M and P. No conversation with the intended contact took place.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_7f54508cb7c905994de6c5eb8cd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7f54508cb7c905994de6c5eb8cd","old_int_code":"08"}},"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, 260522 Lapsed DEL","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":"Lapsed DEL","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":"2026-05-28","individual_id":"299964","intcode":"99","blocnote":"17 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T10:05:00-04:00","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","latest_paid_thru":"2026-04-30","corp_cancel_date":"2023-06-02","company_status":"A"}},"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","latest_paid_thru":"2025-09-30"}},"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, 260522 Lapsed DEL","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":"2026-05-28","last_act_type":"2026-01-26","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","latest_paid_thru":"2026-09-30","company_status":"A"}},"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","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"10476","email":"veronique.turcot78@gmail.com","first_name":"V\u00e9ronique","last_name":"Turcot","phone":"5147074730","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"V\u00e9ronique Turcot","language":"French","origin":"Lapsed Spring 2024","individual_id":"316823","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2503708","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5147074730","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-04-25","intcode":"99","blocnote":"17 March 2025 VM\r\n27 March 2025 Someone should call in French\r\n22 April 2025 In French","new_member_date_2":"2022-09-14","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2507613","temp_intcode_for_auto_old_int_code":"99","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T10:38:00-04:00","old_int_code":"6","last_infoline_date_type":"2025-08-12","last_act_type":"2025-08-12","pcl_status":"P","pcl_completion_date":"2023-01-09","pf1_status":"P","pf1_completion_date":"2023-12-18","pf2_status":"P","number_of_passed_courses":"3","trc":"True","wera":"False","pf2_completion_date":"2025-12-13","npi_email_temp":"veronique.turcot78@gmail.com","pcl_completion_date_5":"2028-01-09","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"30686","email":"dmacdonald@providentenergy.com","first_name":"Donna","last_name":"MacDonald","phone":"4032906123","orgname":"TRIMAC","customer_acct_name":"TRIMAC","tags":"250529 phone cannot be recovered, npiAlert13, NPI LN sent to TM, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"36889","full_name":"Donna MacDonald","members_type":"CORP","do_id":"L25O00603","coidnewmbrdate":"2003-01-01","city_1":"Calgary","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"403","time_zone":"4","intcode":"16","blocnote":"28 May 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T16:39:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25O00603","temp_intcode_for_auto_old_int_code":"16","pds_august":"12","last_infoline_date_type":"2024-02-29","last_act_type":"2026-09-01","paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2012-04-04","company_paid_thru":"2026-10-31","number_of_passed_courses":"1","trc":"False","wera":"False","pds_november":"12","npi_email_temp":"dmacdonald@providentenergy.com","pcl_completion_date_5":"2017-04-04","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25O00603","ln_entered_date":"2026-05-28"}},"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, npiAlert17, 250917 new AST, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"2026-05-20","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"230630","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"99","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":"completer 20 mai envoie 2 courriels","dhmsfin_telemarketing_last_contacted_date":"2026-05-20T10:25:00-04:00","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST0631","temp_intcode_for_auto_old_int_code":"99","canceldate":"2020-02-04","new_member_date_2":"2023-06-08","paid_thru":"2027-05-31","phone_2":"5145018715","extension_phone_1":"1187","do_id":"AST0631","old_do_id":"","last_infoline_date_type":"2025-07-28","last_act_type":"2026-05-20","late_breaking_payroll_news_october":"6","telemarketing_call_date":"2026-05-20","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":"02","npi_email_temp":"phphph1234@live.ca","apx_entered_date":"2026-04-16","pcl_completion_date_5":"2020-02-17","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","sendpreexpirationemail":"2026-05-20T10:24:00-04:00","sendapxapplicationform":"2026-05-20T10:15:00-04:00","mini_nps":"5","testimonial":"toujours  de la bonne documentation .","renewal_refusal_reasons":"","date_of_renewal_identification":"2026-05-23","ai_entered_date":"2026-05-23"}},"seriesid":"163"}
{"contact":{"id":"11313","email":"jessejtr@hotmail.com","first_name":"Jesse","last_name":"Reynolds","phone":"6046142154","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert12, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2504023","full_name":"Jesse Reynolds","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2017-04-04","lapsed_expiration_date":"2023-06-02","individual_id":"239440","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002591","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-06-02","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"5","pds_july":"4","paid_thru":"2024-02-29","intcode":"01","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 Survey completed He changed careers so no longer needs membership.","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T14:39:00-04:00","new_member_date_2":"2017-04-04","temp_do_id_for_auto_old_do_id":"LB2504023","temp_intcode_for_auto_old_int_code":"01","pds_august":"4","phone_2":"6046142154","pds_september":"4","last_infoline_date_type":"2023-09-20","last_act_type":"2024-04-24","pcl_status":"P","pcl_completion_date":"2016-02-28","pf1_status":"P","pf1_completion_date":"2016-11-06","pf2_status":"P","pf2_completion_date":"2017-06-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-07-14","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":"His employer asked him to join.","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":"Changed career path.","hardtoparticipateevents":"No","engagingstrategiesspecify":"Free online courses for people just begin in payroll","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"6","pds_october":"4","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"4","npi_email_temp":"jessejtr@hotmail.com","pcl_completion_date_5":"2021-02-28","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"5603","email":"nejib.dermech@gmail.com","first_name":"Nejib","last_name":"Dermech","phone":"4382212572","orgname":"Kerr Financial","customer_acct_name":"Kerr Financial","tags":"CSV imported, 250221 Lapsed, 250305 AST Members, npiAlert13","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Nejib Dermech","language":"French","origin":"Lapsed Members2022","explicit_consent_date":"2022-06-20","attended_webinar":"No","members_type":"AST","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","old_do_id":"L25A01762","pipeline_2_members_only_ast":"","individual_id":"273421","canceldate":"2020-06-01","new_member_date_2":"2019-02-26","no_email_solicitation":"False","intcode":"01","blocnote":"20 mai 2025 bv\r\n21 mai 2025 bv\r\n22 mai 2025 bv\r\n27 mai 2025 ne connait pas cet personne et na jamais entendu ce nom en 35 ans de carri\u00e8re\n2026 May 08 call reached voicemail, no contact with Nejib\n2026 May 08 contact refused to renew membership and declined survey questions","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:04-04:00","value_help_with_complex":"No","old_int_code":"06","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2020-01-31","temp_do_id_for_auto_old_do_id":"L25A01762","temp_intcode_for_auto_old_int_code":"01","phone_2":"5147143906","last_act_type":"2019-02-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nejib.dermech@gmail.com","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:46-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Nejib to discuss his lapsed Associate membership with the National Payroll Institute. Nejib expressed that he is no longer interested in renewing his membership and declined to answer further survey questions. The call ended shortly after with the user hanging up.","aitm_callsummarytitle":"Membership refusal by Nejib","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Because I'm no longer interested.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_5e1cc599f81ae108466a7538e07","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5e1cc599f81ae108466a7538e07","date_of_renewal_identification":""}},"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","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","latest_paid_thru":"2025-10-31"}},"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, TMAI","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":"02","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call went to voicemail, no contact made\n2026 May 13 contact confirmed email and wants to renew soon, sent application form - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T16:06:44-04:00","temp_do_id_for_auto_old_do_id":"L25A02335","temp_intcode_for_auto_old_int_code":"02","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","latest_paid_thru":"2022-05-31","called_by":"Tri","aitm_status_called":"2026-05-13T16:22:12-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The agent contacted Kathryn regarding her lapsed Associate membership with the National Payroll Institute. Kathryn expressed satisfaction with her membership and indicated she would renew soon. The agent sent an email with the renewal application form to Kathryn's confirmed email address.","aitm_callsummarytitle":"Membership Renewal Intent Confirmed","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_8b5fb4db99fe96c7d3e567f4cac","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8b5fb4db99fe96c7d3e567f4cac","sendapplicationform":"2026-05-13T16:25:00-04:00","mini_nps":"5","initialvalue":"Stay Current","age_range":"61+","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"31179","email":"monahashwa@gmail.com","first_name":"Mona","last_name":"Hashwa","phone":"6132381424","orgname":"McNally Gervan Lawyers LLP.","customer_acct_name":"McNally Gervan Lawyers LLP.","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Mona Hashwa","lead_status":"Lapsed Member","members_type":"AST","city_1":"Ottawa","province":"ON","phone_2":"6134027228","do_id":"L25A02978","pipeline_2_members_only_ast":"","new_member_date_2":"2025-02-20","no_email_solicitation":"False","pds_march":"5","area_code":"613","time_zone":"2","language":"English","intcode":"15","blocnote":"Oct 23 2025 vm\n2026 May 08 call very brief, no membership discussion","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"269219","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:15-04:00","pds_may":"5","pds_july":"5","paid_thru":"2026-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"5","extension_phone_1":"320","temp_do_id_for_auto_old_do_id":"L25A02978","temp_intcode_for_auto_old_int_code":"15","pds_september":"5","last_act_type":"2025-02-20","telemarketing_call_date":"2025-10-23","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:18-05:00","last_engaged_date":"2025-12-01","pds_november":"6","npi_email_temp":"monahashwa@gmail.com","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST1708","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:15-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief with no conversation beyond a polite thank you exchange. The agent ended the call quickly without discussing membership or renewal.","aitm_callsummarytitle":"Brief call with no membership discussion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f292ff4a2842e32603c95052651","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f292ff4a2842e32603c95052651","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"18609","email":"maryroumeliotis@dermtek.com","first_name":"Mary","last_name":"Roumeliotis","phone":"5146853333","orgname":"Dermtek Pharma","customer_acct_name":"Dermtek Pharma","tags":"payroll.ca visited, Mem241024, Payroll Resources, Payroll Resource Accessed, Breaking News, 250205 AST Members, NPIdealed, inPipeline2, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"do_id":"AST1228","individual_id":"342612","full_name":"Mary Roumeliotis","members_type":"AST","city_1":"Pointe-Claire","province":"QC","phone_2":"5142406734","found":"name","lead_status":"Renewed APX","origin":"2023 lapsed Members, 2023 lapsed Members","language":"English","new_member_date_2":"2024-09-25","last_engaged_date":"2025-12-01","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"06","blocnote":"Apr 30 2026 vm  May 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T09:53:00-04:00","resources_tools_may":"1","pipeline_1_lapsed_members":"","paid_thru":"2026-08-31","extension_phone_1":"238","date_of_renewal_identification":"2025-09-03","temp_do_id_for_auto_old_do_id":"AST1228","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-11-29","last_act_type":"2025-05-08","telemarketing_call_date":"2026-05-22","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:14:06-05:00","npi_email_temp":"maryroumeliotis@dermtek.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"9417","email":"crystal@audiwindsor.com","first_name":"Crystal","last_name":"Kouvelas","phone":"5199567700","orgname":"Audi Windsor","customer_acct_name":"Audi Windsor","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07492","province":"ON","full_name":"Crystal Kouvelas","language":"English","origin":"2023 lapsed Members","domain_1":"audiwindsor.com","lapsed_expiration_date":"2022-01-07","individual_id":"293825","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500657","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":"2020-10-30","temp_do_id_for_auto_old_do_id":"L25C07492","phone_2":"5198196101","last_act_type":"2020-10-30","pcl_status":"F","pcl_completion_date":"2021-01-31","number_of_passed_courses":"0","intcode":"06","blocnote":"Nov 20 2025 not available","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:45:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"crystal@audiwindsor.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:28:00-04:00","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":"2026-04-13","last_act_type":"2026-04-13","telemarketing_call_date":"2026-05-06","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","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"5614","email":"yasmine.sabelli@talent.com","first_name":"Yasmine","last_name":"Sabelli","phone":"5145007668","orgname":"Talent.com Inc","customer_acct_name":"Talent.com Inc","tags":"CSV imported, 250217 Lapsed, NPIdealed, 250515 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00157","province":"QC","full_name":"Yasmine Sabelli","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-02-18","domain_1":"talent.com","attended_webinar":"No","lapsed_expiration_date":"2023-04-04","individual_id":"314259","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETO00560","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","intcode":"0","blocnote":"12 May 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T14:54:00-04:00","old_int_code":"8","organization_id":"285883","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00157","temp_intcode_for_auto_old_int_code":"0","last_act_type":"2022-06-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"yasmine.sabelli@talent.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8623","email":"mary_pickard9662@yahoo.ca","first_name":"Mary","last_name":"Pickard, Ba","phone":"6132382727","orgname":"The Glebe Centre","customer_acct_name":"The Glebe Centre","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25P00022","province":"ON","full_name":"Mary Pickard, BA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"230188","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETP00154","time_zone":"2","members_type":"PRO","canceldate":"2023-01-05","new_member_date_2":"2014-11-07","pipeline_1_lapsed_members":"Lapsed Members","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"16","blocnote":"May 13 2025 vm\r\nMay 15  2025 vm\r\nLN Sept 24 2025 vm\n2026 May 19 call reached voicemail or extension, no contact with Mary Pickard\n2026-05-19 invalid phone destination, phone: +16137410046","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T12:12:03-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25P00022","temp_intcode_for_auto_old_int_code":"16","phone_2":"6137410046","last_infoline_date_type":"2019-08-02","last_conf_date_type":"2020-06-17","last_act_type":"2023-05-04","pcl_status":"P","pcl_completion_date":"2015-03-16","pf1_status":"P","pf1_completion_date":"2015-06-29","pf2_status":"P","pf2_completion_date":"2015-12-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-10-27","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mary_pickard9662@yahoo.ca","pcl_completion_date_5":"2020-03-16","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","thewithdrawaldate":"2023-01-05","aitm_status_called":"2026-05-19T12:27:03-04:00","number_of_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Mary Pickard but was redirected to a party's extension and then to a directory. The call ended without speaking to Mary or completing the intended conversation.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_0d46b8cb6b89645f4c0d159dc70","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0d46b8cb6b89645f4c0d159dc70","old_int_code":"08"}},"seriesid":"163"}
{"contact":{"id":"11084","email":"steven.mats.eric.doyle@gmail.com","first_name":"Steven","last_name":"Doyle","phone":"6135587050","orgname":"Steven Mats Eric Consulting","customer_acct_name":"Steven Mats Eric Consulting","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07200","province":"ON","full_name":"Steven Doyle","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"266824","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500818","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":"2018-09-06","temp_do_id_for_auto_old_do_id":"L25C07200","phone_2":"6135587050","last_act_type":"2021-03-16","pcl_status":"P","pcl_completion_date":"2020-08-09","pf1_status":"P","pf1_completion_date":"2020-11-15","pf2_status":"P","pf2_completion_date":"2021-03-15","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"steven.mats.eric.doyle@gmail.com","pcl_completion_date_5":"2025-08-09","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"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, AI Contacts sent to TM 2026, 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":"2026-05-06","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"76870","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"4","time_zone":"1","intcode":"31","blocnote":"May 6 2026 completed with only one email sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T10:59:00-04:00","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":"31","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":"No","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":"2026-05-06","number_of_passed_courses":"2","pds_october":"4","old_int_code":"99","trc":"False","wera":"False","sendaidate":"2026-05-06T10:59:18-04:00","pds_november":"4","npi_email_temp":"taniaevans@hotmail.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","sendaigeneral":"2026-05-06T10:59:00-04:00","sendaiemail":"2026-05-06T10:59:17-04:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months"}},"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","latest_paid_thru":"2023-02-28"}},"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","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"7071","email":"lilychen1008@gmail.com","first_name":"Chun","last_name":"Ni Chen","phone":"4167231168","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02427","full_name":"Chun Ni Chen","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"31-mai-17","individual_id":"197506","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502992","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-08-04","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2017-05-31","no_email_solicitation":"FALSE","pds_march":"1","cert_status":"WITHDRAWN","province":"ON","time_zone":"2","pds_july":"1","paid_thru":"2021-05-31","intcode":"06","blocnote":"Aug 13 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact with Chun\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no message left\n2026 May 15 call went to voicemail\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:46-04:00","temp_do_id_for_auto_old_do_id":"L25A02427","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"4167231168","pds_september":"1","last_act_type":"2022-03-23","pcl_status":"P","pcl_completion_date":"2012-11-19","pf1_status":"P","pf1_completion_date":"2013-02-20","pf2_status":"P","pf2_completion_date":"2013-05-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-07-11","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"lilychen1008@gmail.com","pcl_completion_date_5":"2017-11-19","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:40-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_5f67ef66f029cb96b82f47ffa02","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5f67ef66f029cb96b82f47ffa02","mini_nps":"3"}},"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, TMAI","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\n2026 May 08 voicemail reached, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 voicemail reached at reception desk\n2026 May 15 call reached voicemail, no human interaction\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail and contact Allison David answered but could not take the call.\n2026 May 25 call reached voicemail at reception desk","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T17:07:17-04:00","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":"3","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":"2025-05-06","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","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-25T17:07:17-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was made to Death Williams Wall but reached voicemail as the reception desk was unattended.","aitm_callsummarytitle":"Call reached voicemail at reception","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_226a579875c7f8fa4fb66765db9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_226a579875c7f8fa4fb66765db9"}},"seriesid":"163"}
{"contact":{"id":"7289","email":"medeiros@coltcanada.com","first_name":"David","last_name":"Medeiros","phone":"5198936840","orgname":"Colt Canada Corp.","customer_acct_name":"Colt Canada Corp.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01918","full_name":"David Medeiros","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-01-13","domain_1":"coltcanada.com","individual_id":"241476","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502166","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25O01918","organization_id":"153105","pds_august":"1","members_type":"CORP","pds_september":"1","last_infoline_date_type":"2022-10-02","last_act_type":"2022-10-02","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:26:00-04:00","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":"medeiros@coltcanada.com","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","company_paid_thru":"2020-12-31","corp_cancel_date":"2021-03-02","company_status":"I"}},"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","latest_paid_thru":"2023-11-30"}},"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","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","latest_paid_thru":"2026-09-30"}},"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","latest_paid_thru":"2022-06-30"}},"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":"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":{"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","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"5521","email":"edith.boyer@fsgcanada.org","first_name":"Edith","last_name":"Boyer","phone":"5143877337","orgname":"Fr\u00e8res de St-Gabriel du Canada","customer_acct_name":"Fr\u00e8res de St-Gabriel du Canada","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01524","province":"QC","full_name":"Edith Boyer","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2022-10-05","domain_1":"fsgcanada.org","attended_webinar":"No","lapsed_expiration_date":"2022-10-05","individual_id":"317541","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501447","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:58:00-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25O01524","temp_intcode_for_auto_old_int_code":"6","organization_id":"317538","last_act_type":"2023-02-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"edith.boyer@fsgcanada.org","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9997","email":"thotasaru@gmail.com","first_name":"Sarada","last_name":"Thota","phone":"6477014364","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":"L25C06385","full_name":"Sarada Thota","language":"English","origin":"Lapsed Spring 2024","individual_id":"309376","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503649","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6477014364","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:08:00-05:00","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","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":"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":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2022-01-25","temp_do_id_for_auto_old_do_id":"L25C06385","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-05-01","pcl_status":"P","pcl_completion_date":"2022-05-01","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2023-05-07","number_of_passed_courses":"3","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"thotasaru@gmail.com","pcl_completion_date_5":"2027-05-01","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"29704","email":"hmcallister@sunrisecu.mb.ca","first_name":"Hailey","last_name":"McAllister","phone":"2047275495","orgname":"Sunrise Credit Union Ltd.","customer_acct_name":"Sunrise Credit Union Ltd.","tags":"payroll.ca visited, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Hailey McAllister","members_type":"CAND","city_1":"Brandon","province":"MB","language":"English","lead_status":"Member","new_member_date_2":"2024-05-17","pipeline_2_members_only_ast":"AST to CAND","individual_id":"337838","no_email_solicitation":"False","area_code":"204","time_zone":"3","intcode":"06","blocnote":"Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T10:45:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"2","phone_2":"2047205074","temp_do_id_for_auto_old_do_id":"AST0931","temp_intcode_for_auto_old_int_code":"6","last_engaged_date":"2025-10-01","last_act_type":"2026-09-03","telemarketing_call_date":"2025-10-20","pcl_status":"P","pcl_completion_date":"2025-07-02","pf1_status":"P","number_of_passed_courses":"4","trc":"True","wera":"True","sendaidate":"2025-12-01T10:13:49-05:00","pf1_completion_date":"2025-12-23","pf2_status":"P","npi_email_temp":"hmcallister@sunrisecu.mb.ca","onesentencenotrenewed":"AST->CAND","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-04-10","cert_status":"PENDING","pf2_completion_date":"2026-04-15","pcl_completion_date_5":"2030-07-02","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","cpa_certification":"PCP"}},"seriesid":"163"}
{"contact":{"id":"10588","email":"sherva.saniya@gmail.com","first_name":"Shaniyabanu","last_name":"Sherva","phone":"3065023335","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":"L25C07050","full_name":"Shaniyabanu Sherva","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"303644","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503424","members_type":"CAND","province":"SK","area_code":"306","time_zone":"3","phone_2":"3065023335","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T12:44:00-05:00","paid_thru":"2022-07-31","new_member_date_2":"2021-08-05","temp_do_id_for_auto_old_do_id":"L25C07050","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-05-08","pcl_status":"F","pcl_completion_date":"2021-12-12","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"sherva.saniya@gmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"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":"2022-02-09","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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"11091","email":"shelley.howsam@solidcad.ca","first_name":"Shelley","last_name":"Scott","phone":"9054741499","orgname":"Solid Caddgroup Inc.","customer_acct_name":"Solid Caddgroup 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":"L25O01474","full_name":"Shelley Howsam- Scott","language":"English","origin":"Lapsed Spring 2024","domain_1":"solidcad.ca","individual_id":"269350","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502733","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  Apr 30 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 8 2025 vm direct number 647 362 4316","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T11:22:00-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25O01474","temp_intcode_for_auto_old_int_code":"6","organization_id":"271584","pds_august":"1","pds_september":"1","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"shelley.howsam@solidcad.ca","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"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","latest_paid_thru":"2024-12-31"}},"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":"185402.0","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","latest_paid_thru":"2022-02-28"}},"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":"2022-10-06","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","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"29764","email":"amelia@ubleislogging.com","first_name":"Amelia","last_name":"Ubleis","phone":"2509960196","orgname":"Ubleis Logging Ltd.","customer_acct_name":"Ubleis Logging Ltd.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02974","full_name":"Amelia Ubleis","members_type":"AST","city_1":"Fort St. James","province":"BC","language":"English","phone_2":"2509961683","lead_status":"Lapsed Member","new_member_date_2":"2024-02-22","pipeline_2_members_only_ast":"","individual_id":"275413","canceldate":"2026-04-02","no_email_solicitation":"False","area_code":"250","time_zone":"5","intcode":"15","blocnote":"Oct 20 2025 completed with first email sent\n2026 May 08 call reached wrong person, unable to connect to Amelia.\n2026 May 11 reached Megan Ubleis, Amelia busy, no callback time given\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached general mailbox, no human answered\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached general mailbox, no contact interaction\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call was very brief and fragmented, no membership discussion or renewal intent detected.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T18:12:00-04:00","last_engaged_date":"2025-05-29","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":"L25A02974","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-03-02","telemarketing_call_date":"2025-10-20","sendaigeneral":"2025-10-20T12:39:00-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-20T12:40:00-04:00","value_designation":"No","mini_nps":"3","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"06","sendoctoberemail":"2025-10-20T19:38:47-04:00","sendaidate":"2025-12-01T10:13:32-05:00","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amelia@ubleislogging.com","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST1450","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-21T18:12:00-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"9","npi_transcriptsummary":"The call was very brief and disjointed, with the user and agent exchanging incomplete phrases without a clear conversation or resolution. The agent clarified their role but no membership-related discussion or task completion occurred.","aitm_callsummarytitle":"Brief and fragmented call with no resolution","notrenewedwanttorenew":"No","onesentencenotrenewed":"No clear refusal or renewal intent expressed due to incomplete conversation.","initialvalue":"Other","astotherreasonsnottorenew":"Call was too short and fragmented to determine reason.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d39f35382a4a01167dd4b98d143","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d39f35382a4a01167dd4b98d143","number_of_calls_reached":"3","othermemberbenefit":"No other benefit mentioned."}},"seriesid":"163"}
{"contact":{"id":"7400","email":"welch745@hotmail.com","first_name":"Tammy","last_name":"Welch","phone":"9024784958","orgname":"","customer_acct_name":"","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":"L25A02212","full_name":"Tammy Welch","language":"English","origin":"Lapsed Spring 2024","individual_id":"316433","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503892","members_type":"AST","province":"NS","area_code":"902","time_zone":"1","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","new_member_date_2":"2022-09-08","no_email_solicitation":"FALSE","intcode":"06","blocnote":"Mar 11 2025 vm  Mar 26 2025 vm\r\nMar 27 2025 vm  SApr 1 2025 v m  Apr 4 2025 vm\r\nApr 22 2025 vm may 20 2025 vm\r\nAug 13 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made.\n2026 May 15 call reached voicemail, no human answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T14:06:42-04:00","pipeline_2_members_only_ast":"","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A02212","temp_intcode_for_auto_old_int_code":"06","phone_2":"9024784958","last_act_type":"2022-07-11","number_of_passed_courses":"0","old_int_code":"16","trc":"False","wera":"False","npi_email_temp":"welch745@hotmail.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T14:21:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","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","session_id":"call_6050d889a6c3154f5a5232cbd17","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6050d889a6c3154f5a5232cbd17","mini_nps":"3","onesentencenotrenewed":"No contact was made as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"7554","email":"apitre@wisintl.com","first_name":"Aurie","last_name":"Pitre","phone":"8585658111","orgname":"WIS International","customer_acct_name":"WIS International","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02087","full_name":"Aurie Pitre, CPP","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-03-26","domain_1":"wisintl.com","individual_id":"260957","area_code":"800","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502174","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25O02087","province":"CA","organization_id":"260955","extension_phone_1":"743","members_type":"CORP","last_act_type":"2019-04-20","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T14:01:00-04:00","temp_intcode_for_auto_old_int_code":"06","pcl_status":"P","pcl_completion_date":"2019-08-14","pf1_status":"F","pf1_completion_date":"2019-01-21","pf2_status":"F","pf2_completion_date":"2019-11-10","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"apitre@wisintl.com","pcl_completion_date_5":"2024-08-14","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31","company_paid_thru":"2020-03-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"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","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"29308","email":"kstanoffsky@gmail.com","first_name":"Kelly","last_name":"Stanoffsky","phone":"6044654700","orgname":"Kelly Stanoffsky","customer_acct_name":"Kelly Stanoffsky","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1356","full_name":"Kelly Stanoffsky","members_type":"AST","city_1":"Pitt Meadows","province":"BC","language":"English","phone_2":"6044654700","lead_status":"Member","new_member_date_2":"2009-12-22","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"71045","no_email_solicitation":"False","pds_march":"17","area_code":"604","time_zone":"5","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 25 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:19:00-04:00","pipeline_1_lapsed_members":"","pds_may":"17","pds_july":"17","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"17","temp_do_id_for_auto_old_do_id":"AST1356","temp_intcode_for_auto_old_int_code":"6","pds_september":"17","last_infoline_date_type":"2025-01-24","last_act_type":"2025-08-10","telemarketing_call_date":"2026-05-25","number_of_passed_courses":"0","pds_october":"17","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:54-05:00","pds_november":"17","npi_email_temp":"kstanoffsky@gmail.com","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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":"15","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\n2026 May 08 call ended due to inactivity, no clear conversation with contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","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":"15","phone_2":"5149839698","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":"natmarois@icloud.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Nathalie but was unable to have a clear conversation as the user speech was inaudible and the call ended due to inactivity. The agent confirmed the contact's identity but no further interaction occurred.","aitm_callsummarytitle":"Unsuccessful call - no clear conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d4a27a0d7830435dba0cd1c8b0f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d4a27a0d7830435dba0cd1c8b0f","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"7344","email":"ls@bsci.com","first_name":"Linda","last_name":"Stansfield","phone":"5086834000","orgname":"Boston Scientific ( Canada) Ltd.","customer_acct_name":"Boston Scientific ( Canada) Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02625","full_name":"Linda Stansfield","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2001-03-15","domain_1":"bsci.com","individual_id":"119995","area_code":"888","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502774","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","canceldate":"2008-10-02","members_type":"AST","intcode":"0","blocnote":"Aug 13 2025 vm\n2026 May 08 call reached automated menu, no human answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:52-04:00","new_member_date_2":"2007-08-16","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A02625","temp_intcode_for_auto_old_int_code":"08","organization_id":"45237","pds_august":"5","pds_september":"5","last_infoline_date_type":"2021-08-24","last_act_type":"2022-09-20","pcl_status":"P","pcl_completion_date":"2007-12-19","number_of_passed_courses":"1","pds_october":"5","old_int_code":"08","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"ls@bsci.com","pcl_completion_date_5":"2012-12-19","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:52-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach a contact but was answered by an automated system with a menu message. No human interaction occurred, and the call ended shortly after.","aitm_callsummarytitle":"Call reached automated menu, no human answer","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a7b2e62248a725c285fa6cf08c2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a7b2e62248a725c285fa6cf08c2","number_of_calls_reached":"1","company_paid_thru":"2022-07-31","corp_cancel_date":"2022-10-04","company_status":"I"}},"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","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"7186","email":"mren@mayfair.ca","first_name":"Mengru","last_name":"Ren","phone":"7803918403","orgname":"Royal Mayfair Golf Club, Ltd.","customer_acct_name":"Royal Mayfair Golf Club, Ltd.","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02058","full_name":"Mengru Ren","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-06-05","domain_1":"mayfair.ca","individual_id":"276748","area_code":"780","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501977","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"L25O02058","organization_id":"7477","members_type":"CORP","last_act_type":"2020-07-17","intcode":"06","blocnote":"Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:22:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mren@mayfair.ca","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31","company_paid_thru":"2020-05-31","corp_cancel_date":"2020-08-05","company_status":"I"}},"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, TMAI","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":"05","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\n2026-05-08 Dial no answer, phone: +15195000437\n2026-05-08 Dial no answer, phone: +15195000437\n2026-05-11 Dial no answer, phone: +15195000437\n2026-05-11 Dial no answer, phone: +15195000437\n2026-05-13 Dial no answer, phone: +15195000437\n2026-05-13 Dial no answer, phone: +15195000437\n2026-05-15 Dial no answer, phone: +15195000437\n2026-05-15 Dial no answer, phone: +15195000437","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","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":"05","phone_2":"5195000437","last_act_type":"2025-10-21","old_int_code":"20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"farid.dhanani@gmail.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_315bd922d00ca211f9f35026f5f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_315bd922d00ca211f9f35026f5f"}},"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":"2020-07-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"phil.patton@aquilon.biz","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"11270","email":"brittanykinnersley@outlook.com","first_name":"Brittany","last_name":"Campbell","phone":"2508860801","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503991","full_name":"Brittany Campbell, PCP","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2020-01-06","lapsed_expiration_date":"2023-03-02","individual_id":"197738","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002558","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":"","pds_july":"1","paid_thru":"2025-12-31","new_member_date_2":"2020-01-06","temp_do_id_for_auto_old_do_id":"LB2503991","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"2508860801","pds_september":"1","last_act_type":"2026-03-31","pcl_status":"P","pcl_completion_date":"2012-06-07","pf1_status":"P","pf1_completion_date":"2012-07-04","pf2_status":"P","pf2_completion_date":"2012-08-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-08-20","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"brittanykinnersley@outlook.com","pcl_completion_date_5":"2017-06-07","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"17805","email":"tsegakelati@gmail.com","first_name":"Tsega","last_name":"Kelati","phone":"4169178349","orgname":"TK Tax and Accounting Solution","customer_acct_name":"TK Tax and Accounting Solution","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Tsega Kelati","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-02-11","do_id":"L25A02600","members_type":"AST","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502030","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"67089","canceldate":"2020-06-01","new_member_date_2":"2019-02-11","no_email_solicitation":"False","pds_march":"15","intcode":"15","blocnote":"may 27 2025 vm  Sept 5 2025 vm\n2026 May 08 call reached voicemail, no human answer\n2026 May 08 call reached voicemail, mailbox full\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact with Tsega\n2026 May 13 agent reached Tsega Kelati, call started survey but was cut short","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:27-04:00","pipeline_2_members_only_ast":"","pds_july":"15","paid_thru":"2020-01-31","temp_do_id_for_auto_old_do_id":"L25A02600","temp_intcode_for_auto_old_int_code":"15","pds_august":"15","phone_2":"4169178349","pds_september":"15","last_act_type":"2019-11-02","pcl_status":"P","pcl_completion_date":"2008-10-01","pf1_status":"F","pf1_completion_date":"2013-09-25","pf2_status":"F","pf2_completion_date":"2009-05-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-04-02","number_of_passed_courses":"2","pds_october":"15","trc":"False","wera":"False","pds_november":"15","npi_email_temp":"tsegakelati@gmail.com","pcl_completion_date_5":"2013-10-01","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31","called_by":"Tri","aitm_status_called":"2026-05-13T13:31:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The agent reached Tsega Kelati and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. Tsega agreed to answer questions but indicated she was very busy and requested the call to be brief. The agent acknowledged this and began the survey by asking the first question about the initial value that drove her to become a member.","aitm_callsummarytitle":"Call started with Tsega Kelati but cut short","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f8694b12bda143055877fcaab2f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f8694b12bda143055877fcaab2f","mini_nps":"3","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29291","email":"alisha_haiderali@intuit.com","first_name":"Alisha","last_name":"Haiderali","phone":"4044515512","orgname":"Intuit, Inc","customer_acct_name":"Intuit, Inc","tags":"250205 AST Members, PartnerAutomation, npiPartnerAccount","ip4":"127.0.0.1","fields":{"full_name":"Alisha Haiderali, FPC","members_type":"AST","city_1":"Atlanta","province":"GA","language":"English","phone_2":"4044515512","lead_status":"Partner","new_member_date_2":"2020-04-22","pipeline_2_members_only_ast":"","sendpreexpirationemail":"2025-03-24T13:02:00-04:00","blocnote":"20 March 2025 On another call - call back\r\n24 March 2025 Completed - Will renew soon","dhmsfin_telemarketing_last_contacted_date":"2025-03-24T13:11:00-04:00","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","individual_id":"278059","no_email_solicitation":"False","area_code":"404","time_zone":"2","intcode":"02","last_engaged_date":"2025-05-29","pipeline_1_lapsed_members":"","old_do_id":"L25A01717","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"LB2504225","temp_intcode_for_auto_old_int_code":"2","last_act_type":"2024-04-18","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2504225","npi_email_temp":"alisha_haiderali@intuit.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"5681","email":"rh@dentistesquebec.com","first_name":"M\u00e9lanie","last_name":"Pr\u00e9ville","phone":"4389924884","orgname":"Bravo-Ramos Charette D.M.D. Inc.","customer_acct_name":"Bravo-Ramos Charette D.M.D. Inc.","tags":"CSV imported, NPIdealed, 250721 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01733","province":"QC","full_name":"M\u00e9lanie Pr\u00e9ville","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-04-21","domain_1":"dentistesquebec.com","attended_webinar":"No","lapsed_expiration_date":"2022-06-02","individual_id":"300476","time_zone":"2","area_code":"438","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501668","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T10:09:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01733","temp_intcode_for_auto_old_int_code":"16","organization_id":"300462","last_infoline_date_type":"2021-04-28","last_act_type":"2021-04-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rh@dentistesquebec.com","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29259","email":"jackieee10@hotmail.com","first_name":"Jacqueline","last_name":"Spadafora","phone":"4166295531","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Exclusion List 250404, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1346","old_do_id":"251180","full_name":"Jacqueline Spadafora","members_type":"AST","city_1":"Maple","province":"ON","language":"English","phone_2":"4166295531","lead_status":"Renewed APX","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","new_member_date_2":"2017-03-30","sendpreexpirationemail":"2025-03-24T10:45:00-04:00","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 25 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:01:00-04:00","time_zone":"2","area_code":"416","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":"no","date_of_renewal_identification":"2026-03-12","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"251180","paid_thru":"2027-02-28","sendjulyemail":"2025-08-25T10:32:00-04:00","sendmayemail":"2025-08-25T10:32:00-04:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST1346","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2022-06-16","last_act_type":"2026-09-03","telemarketing_call_date":"2026-05-25","pcl_status":"P","pcl_completion_date":"2017-07-17","pf1_status":"F","pf1_completion_date":"2018-09-17","number_of_passed_courses":"1","trc":"True","wera":"False","old_int_code":"99","npi_email_temp":"jackieee10@hotmail.com","pcl_completion_date_5":"2022-07-17","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"8646","email":"billing@carrytel.ca","first_name":"Kavi","last_name":"Zeng","phone":"6479576577","orgname":"Carry Telecom Inc.","customer_acct_name":"Carry Telecom Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01962","full_name":"Kavi Zeng","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-10-16","domain_1":"carrytel.ca","individual_id":"281875","area_code":"647","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501866","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01962","organization_id":"281872","members_type":"CORP","intcode":"15","blocnote":"LN Oct 20 2025 Sue Liu is no longer there. Spoke to Vivian Han said can send info on membership.","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:09:00-04:00","sendapplicationform":"2025-10-20T11:09:00-04:00","temp_intcode_for_auto_old_int_code":"15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"billing@carrytel.ca","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"5482","email":"josee.larocque@velan.com","first_name":"Jos\u00e9e","last_name":"Larocque","phone":"5147487748","orgname":"Velan Inc.","customer_acct_name":"Velan Inc.","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":"L25A02258","province":"QC","full_name":"Jos\u00e9e Larocque","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2013-07-22","domain_1":"velan.com","attended_webinar":"No","lapsed_expiration_date":"2023-04-04","individual_id":"77860","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"L25O00330","members_type":"AST","new_member_date_2":"2016-11-08","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2019-01-05","no_email_solicitation":"False","pds_march":"1","intcode":"03","blocnote":"12 May 2025 VM\r\n05 September 2025 No longer working there\n2026 May 08 call ended after failing to reach Jos\u00e9e Larocque through phone system directory.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:51-04:00","organization_id":"174693","pds_july":"1","paid_thru":"2023-01-31","old_int_code":"16","temp_do_id_for_auto_old_do_id":"L25A02258","temp_intcode_for_auto_old_int_code":"03","pds_august":"1","extension_phone_1":"5258","phone_2":"5144444878","pds_september":"1","last_infoline_date_type":"2020-07-04","last_act_type":"2023-03-14","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"josee.larocque@velan.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Jos\u00e9e Larocque but was unable to connect due to the phone system not recognizing the name and repeatedly suggesting incorrect names. After multiple failed attempts, the agent ended the call politely, indicating they would try again later.","aitm_callsummarytitle":"Unable to Reach Jos\u00e9e Larocque","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_079cf7b6b1b71e9f8342706deda","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_079cf7b6b1b71e9f8342706deda","number_of_calls_reached":"1","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10538","email":"jingle.quinlog@gmail.com","first_name":"Jingle","last_name":"Quinlog","phone":"4167903011","orgname":"Qualicom Innovations Inc.","customer_acct_name":"Qualicom Innovations Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07062","province":"ON","full_name":"Jingle Marie Quinlog","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"278607","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500838","time_zone":"2","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":"2021-08-06","temp_do_id_for_auto_old_do_id":"L25C07062","phone_2":"6474601223","last_act_type":"2025-10-10","pcl_status":"P","pcl_completion_date":"2019-09-15","pf1_status":"P","pf1_completion_date":"2019-10-13","pf2_status":"P","pf2_completion_date":"2019-11-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-08-13","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"jingle.quinlog@gmail.com","pcl_completion_date_5":"2024-09-15","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"contact":{"id":"5539","email":"dallard@squarephillips.com","first_name":"Daniel","last_name":"Allard","phone":"5149043136","orgname":"Montr\u00e9al H\u00f4tel & Suites Inc.","customer_acct_name":"Montr\u00e9al H\u00f4tel & Suites Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01434","province":"QC","full_name":"Daniel Allard","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2000-02-01","domain_1":"squarephillips.com","attended_webinar":"No","lapsed_expiration_date":"2000-02-01","individual_id":"239459","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501456","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"completer 25 juin 2025 pas renouveler car n'avait pas de question pour eux et on matris pour les aider","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T10:47:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01434","temp_intcode_for_auto_old_int_code":"6","organization_id":"36227","pds_august":"1","pds_september":"1","last_conf_date_type":"2019-05-08","last_act_type":"2019-11-03","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"dallard@squarephillips.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-01-23","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30638","email":"kilburn1985@gmail.com","first_name":"Lisa","last_name":"Dinelle","phone":"6136946502","orgname":"Canadian Institute for Health Information","customer_acct_name":"Canadian Institute for Health Information","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"296544","full_name":"Lisa Dinelle","members_type":"CORP","do_id":"","coidnewmbrdate":"2015-03-16","city_1":"Ottawa","province":"ON","language":"English","phone_2":"6137626701","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2021-01-12","area_code":"613","time_zone":"2","blocnote":"15 April 2025 No time to answer","dhmsfin_telemarketing_last_contacted_date":"2025-04-15T15:00:00-04:00","intcode":"99","canceldate":"2025-03-04","onesentencenotrenewed":"CAND Reached 3 years","organization_id":"232999","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"L25C00186","temp_intcode_for_auto_old_int_code":"99","old_int_code":"21","last_infoline_date_type":"2024-12-07","last_act_type":"2024-12-07","company_paid_thru":"2027-02-28","pcl_status":"P","pcl_completion_date":"2021-10-03","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kilburn1985@gmail.com","pcl_completion_date_5":"2026-10-03","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00186","company_status":"A"}},"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":"2026-04-05","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","npi_email_temp":"adelinafani@yahoo.ca","pcl_completion_date_5":"2014-07-06","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"10514","email":"lynda.ribeiro@tmmc.ca","first_name":"Lynda","last_name":"Ribeiro","phone":"5196531111","orgname":"Toyota Motor Manufacturing Can Inc.","customer_acct_name":"Toyota Motor Manufacturing Can Inc.","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01823","province":"ON","full_name":"Lynda Ribeiro","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2014-11-26","domain_1":"tmmc.ca","lapsed_expiration_date":"2022-02-02","individual_id":"230636","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501137","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"22 May 2025 VM\r\n10 September 2025 Survey completed - main reason: they are not doing their payroll on site","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T15:17:00-04:00","paid_thru":"2021-11-30","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":"No","careerchange":"Yes","careerchangespecify":"not doing payroll on site","hardtoparticipateevents":"No","mini_nps":"4","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","temp_do_id_for_auto_old_do_id":"L25O01823","temp_intcode_for_auto_old_int_code":"1","organization_id":"38334","last_infoline_date_type":"2021-08-23","last_act_type":"2021-08-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lynda.ribeiro@tmmc.ca","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"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","latest_paid_thru":"2025-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","last_login_date":"2025-07-09T08:24:05-04:00","paid_thru":"2026-08-31","blocnote":"22 mai 2026 bv","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T11:42:00-04:00","temp_do_id_for_auto_old_do_id":"AST0962","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2026-04-13","last_act_type":"2026-04-27","date_of_renewal_identification":"2025-10-02","telemarketing_call_date":"2026-05-22","number_of_passed_courses":"0","old_int_code":"99","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\/10\/2026","company_paid_thru":"2026-10-31","latest_paid_thru":"2026-10-31","company_status":"A"}},"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, TMAI","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":"2026-05-15T15:06:48-04:00","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\n2026 May 08 voicemail reached at Weidman Electrical Technology Incorporated\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human contact\n2026 May 11 call went to voicemail, message left\n2026 May 13 call reached voicemail, no contact with Kristine\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail at Weidmann Electrical Technology\n2026 May 15 call reached voicemail, no human answer","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":"2021-09-02","last_act_type":"2022-01-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kristine.crow@weidmann-group.com","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:23-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail, so no conversation took place.","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","session_id":"call_ed675fa917d4dfe4cddae31e984","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ed675fa917d4dfe4cddae31e984"}},"seriesid":"163"}
{"contact":{"id":"7574","email":"roxii@vantagepointcpa.ca","first_name":"Roxanne","last_name":"Hughes","phone":"2504894136","orgname":"Hryciuk Gallinger","customer_acct_name":"Hryciuk Gallinger","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01931","full_name":"Roxanne Hughes","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-11-14","domain_1":"vantagepointcpa.ca","individual_id":"282949","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501994","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01931","organization_id":"282948","members_type":"CORP","last_act_type":"2022-08-25","intcode":"01","blocnote":"LN Oct 15 2025 Survey completed Did not renew due to budget constraints.","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T14:18:00-04:00","temp_intcode_for_auto_old_int_code":"01","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":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"Budget constraints","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Downsizing","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"It was because of my workload,","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"roxii@vantagepointcpa.ca","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8701","email":"chantellehinz03@gmail.com","first_name":"Chantelle","last_name":"Hinz","phone":"5877848654","orgname":"Royal Glenora Club","customer_acct_name":"Royal Glenora Club","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Chantelle Hinz","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"290755","area_code":"587","region":"CDN","lead_status":"Refused","old_do_id":"L25O00152","time_zone":"4","members_type":"CAND","new_member_date_2":"2020-07-29","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-09-02","intcode":"06","blocnote":"May 13 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:15:00-05:00","organization_id":"284605","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"LB2504718","temp_intcode_for_auto_old_int_code":"06","phone_2":"7804674722","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","last_act_type":"2023-02-24","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-03-22","pf2_status":"P","pf2_completion_date":"2021-10-17","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2504718","npi_email_temp":"chantellehinz03@gmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"<May 21 2026 completed without renewal ( she barely used it)","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T13:08:00-04:00","last_engaged_date":"2025-05-29","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":"01","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":"01","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":"06","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","latest_paid_thru":"2026-03-31","testimonial":"","renewal_refusal_reasons":"Lack of usage\/Too small or simple payroll"}},"seriesid":"163"}
{"contact":{"id":"6975","email":"liue@coril.com","first_name":"Eliza","last_name":"Liu","phone":"4032317785","orgname":"Coril Holdings Ltd.","customer_acct_name":"Coril Holdings Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01958","full_name":"Eliza Liu","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-10-01","domain_1":"coril.com","individual_id":"268055","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501936","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01958","organization_id":"268053","members_type":"CORP","intcode":"06","blocnote":"Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T12:53:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"liue@coril.com","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"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","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"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":"2026-04-23","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","npi_email_temp":"alicia.thehideout@gmail.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"7010","email":"lorip@zellindustries.com","first_name":"Lori","last_name":"Pruss","phone":"7809628753","orgname":"Zell Industries Inc.","customer_acct_name":"Zell Industries Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02023","full_name":"Lori Pruss","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-08-08","domain_1":"zellindustries.com","individual_id":"278824","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501987","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25O02023","organization_id":"278823","members_type":"CORP","intcode":"06","blocnote":"ask for roberta \r\nOct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T12:56:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lorip@zellindustries.com","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31","company_paid_thru":"2020-07-31","corp_cancel_date":"2020-10-02","company_status":"I"}},"seriesid":"163"}
{"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","email2":"marcelaweins@gmail.com","individual_id":"257211","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"5","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-13T16:37:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-04-30T13:11:00-04:00","blocnote":"Apr 30 2026 completed with only first email","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"PENDING","old_int_code":"99","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":"31","last_act_type":"2026-02-02","telemarketing_call_date":"2026-04-30","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","latest_paid_thru":"2026-11-30","extension_phone_1":"","full_name_2":" "}},"seriesid":"163"}
{"contact":{"id":"7460","email":"priya_2020@hotmail.com","first_name":"Parveen","last_name":"Sharma","phone":"4034410379","orgname":"Canadian Rocky Mountain Resorts","customer_acct_name":"Canadian Rocky Mountain Resorts","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02556","full_name":"Parveen Sharma","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2009-05-14","individual_id":"86738","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501946","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2006-03-01","members_type":"AST","new_member_date_2":"2005-02-14","no_email_solicitation":"False","pds_march":"1","intcode":"05","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 23 2025 vm\n2026 May 08 call reached voicemail for Parveen Sharma\n2026-05-08 Dial no answer, phone: +14032932004\n2026 May 11 call reached voicemail for Parveen Sharma\n2026-05-11 Dial no answer, phone: +14032932004\n2026 May 13 call reached voicemail for Parveen Sharma\n2026-05-13 Dial no answer, phone: +14032932004\n2026 May 15 call reached voicemail after brief interaction\n2026-05-15 Dial no answer, phone: +14032932004","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:42-04:00","organization_id":"145415","pds_july":"1","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25A02556","temp_intcode_for_auto_old_int_code":"05","pds_august":"1","phone_2":"4032932004","pds_september":"1","last_act_type":"2018-08-06","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","old_int_code":"06","pds_november":"1","npi_email_temp":"priya_2020@hotmail.com","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Parveen Sharma but went to voicemail after a brief interaction.","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","session_id":"call_ce7a6cebb6ed9d10fb748cdcbf0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ce7a6cebb6ed9d10fb748cdcbf0","company_paid_thru":"2020-04-30","corp_cancel_date":"2020-07-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9427","email":"sue.xu.hr@gmail.com","first_name":"Ping","last_name":"Xu","phone":"6478627422","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":"LB2503897","full_name":"Ping Xu","language":"English","origin":"Lapsed Spring 2024","individual_id":"321671","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002071","members_type":"AST","province":"ON","area_code":"647","time_zone":"2","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","new_member_date_2":"2023-02-09","no_email_solicitation":"FALSE","blocnote":"Mar 12 2025 vm\r\nMar 19 2025 vm\r\nMar 31 2025 She said NPI helps with updates and issues but will not be renewing this year","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T14:13:00-04:00","intcode":"21","notrenewedother":"Refused","pipeline_2_members_only_ast":"","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"LB2503897","temp_intcode_for_auto_old_int_code":"21","phone_2":"6478627422","last_act_type":"2023-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sue.xu.hr@gmail.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"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, TMAI","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":"06","blocnote":"22 May 2025 VM\r\n08 September 2025 She hung up\n2026 May 08 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","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":"06","last_infoline_date_type":"2022-02-17","last_act_type":"2022-11-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"donnafrank@sasktel.net","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:46-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was not answered by a human and went to voicemail. No conversation or information exchange occurred.","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","session_id":"call_d6d6c2cbd0f9bc51af6194aed70","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d6d6c2cbd0f9bc51af6194aed70"}},"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":"2025-12-11","last_act_type":"2025-12-11","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","latest_paid_thru":"2025-12-31"}},"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":{"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","latest_paid_thru":"2023-12-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","sendpreexpirationemail":"2025-03-20T14:39:00-04:00","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:14:00-04:00","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":"06","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":"06","pds_september":"9","last_infoline_date_type":"2026-04-23","last_act_type":"2026-04-23","telemarketing_call_date":"2026-05-06","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","latest_paid_thru":"2027-03-31"}},"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":"2025-04-11","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","npi_email_temp":"suba_sun@hotmail.com","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"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":"2020-09-10","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","latest_paid_thru":"2021-09-30"}},"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, 260522 Lapsed DEL","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":"LB2504797","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":"","temp_do_id_for_auto_old_do_id":"LB2504797","temp_intcode_for_auto_old_int_code":"99","old_int_code":"1","last_act_type":"2026-10-03","company_paid_thru":"2027-05-31","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","npi_email_temp":"cmoncef@hotmail.com","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","last_infoline_date_type":"2026-10-03","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"11274","email":"chenjielisa@126.com","first_name":"Jie","last_name":"Chen","phone":"7788660819","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Jie Chen","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2019-02-15","domain_1":"126.com","lapsed_expiration_date":"2023-04-04","individual_id":"272916","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"L25P02481","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-04-04","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"5","paid_thru":"2023-01-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T14:14:00-04:00","new_member_date_2":"2019-02-15","temp_do_id_for_auto_old_do_id":"LB2504732","temp_intcode_for_auto_old_int_code":"06","phone_2":"7788660819","last_act_type":"2023-03-07","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":"2019-05-21","pf1_status":"P","pf1_completion_date":"2019-08-19","pf2_status":"P","pf2_completion_date":"2020-02-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-04-28","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504732","npi_email_temp":"chenjielisa@126.com","pcl_completion_date_5":"2024-05-21","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"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, TMAI","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\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached uninitialized voicemail, no contact made.\n2026 May 11 call reached uninitialized voicemail, no contact made\n2026 May 11 - Call reached voicemail not initialized by customer\n2026 May 13 call reached voicemail, no conversation\n2026 May 13 call reached voicemail, no contact with Eve Chan\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:44-04:00","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","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:30-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately upon dialing.","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","session_id":"call_f3ce4e98869f71bb4f66c93d81d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f3ce4e98869f71bb4f66c93d81d","mini_nps":"3","onesentencenotrenewed":"No conversation occurred as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"10168","email":"jchang2@slb.com","first_name":"Jingwei","last_name":"Chang","phone":"4032905307","orgname":"Schlumberger Canada Ltd.","customer_acct_name":"Schlumberger Canada Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250813 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06795","province":"AB","full_name":"Jingwei Chang","language":"English","origin":"2023 lapsed Members","domain_1":"slb.com","lapsed_expiration_date":"2023-03-02","individual_id":"309066","area_code":"780","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2501785","time_zone":"4","members_type":"CAND","phone_2":"4039218499","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","intcode":"06","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 vm","paid_thru":"2022-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T12:51:00-05:00","old_int_code":"08","new_member_date_2":"2022-01-17","temp_do_id_for_auto_old_do_id":"L25C06795","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-01-17","pcl_status":"P","pcl_completion_date":"2022-05-15","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"jchang2@slb.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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":"2023-01-12","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","latest_paid_thru":"2024-12-31"}},"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":"2024-04-01","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","latest_paid_thru":"2024-12-31"}},"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":"2021-01-04","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","latest_paid_thru":"2022-03-31"}},"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, 260522 Lapsed DEL","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":"LB2504937","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":"2027-04-30","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":"2025-10-09","company_paid_thru":"2027-04-30","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":"","npi_email_temp":"dewdrop_0084@yahoo.com","pcl_completion_date_5":"2028-04-02","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"29637","email":"gbernal10@videotron.ca","first_name":"Gustavo","last_name":"Chavez","phone":"5143261280","orgname":"Vestshell Inc.","customer_acct_name":"Vestshell Inc.","tags":"paie.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 251126 testimonials update, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST0124","full_name":"Gustavo Bernal Chavez","members_type":"AST","city_1":"Montr\u00e9al Nord","province":"QC","language":"French","phone_2":"5145091454","lead_status":"Renewed APX","new_member_date_2":"2011-06-22","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"186719","no_email_solicitation":"False","last_engaged_date":"2026-05-14","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"","sendjulyemail":"2025-07-22T15:13:00-04:00","blocnote":"May 13th, he is interested in taking courses with NPI, he has been working in the payroll since 2012 and he wants to improve his knowledge thru courses. I told him about the designation courses and he is expecting an email for that.","sendmayemail":"2025-11-18T09:41:00-05:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T11:51:00-04:00","full_name_2":" ","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"AST0124","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2022-03-21","last_act_type":"2026-05-14","telemarketing_call_date":"2026-05-14","pcl_status":"P","pcl_completion_date":"2011-10-12","pf1_status":"P","pf1_completion_date":"2012-02-28","pf2_status":"F","pf2_completion_date":"2015-12-20","number_of_passed_courses":"2","old_int_code":"02","sendcandapplicationform":"2026-05-14T10:45:00-04:00","extension_phone_1":"","mini_nps":"5","testimonialagree":"Yes","testimonial":"J\u2019appr\u00e9cie le fait que l\u2019INP nous aide \u00e0 assurer une application ad\u00e9quate de la loi et \u00e0 maintenir notre conformit\u00e9.\n\nJ\u2019aime \u00e9galement beaucoup la confiance que cela me procure dans l\u2019ex\u00e9cution de mon travail. La connaissance approfondie de la conformit\u00e9 par les gens de l\u2019INP est tr\u00e8s rassurante, et les conseils qu\u2019ils nous donnent sont extr\u00eamement pr\u00e9cieux.","testimonialrefusal":"NA","sendaigeneral":"2025-11-18T09:34:00-05:00","sendnovemberemail":"2025-11-18T09:41:11-05:00","sendaidatefr":"2025-11-18T09:41:11-05:00","trc":"False","wera":"False","original_language":"French","original_testimonial_translated":"I am very satisfied with my NPI membership. I enjoy receiving their information resources, which I consult regularly.","testimonial_reviewed":"Je suis tr\u00e8s satisfait de mon adh\u00e9sion \u00e0 l'INP. J'aime recevoir leurs ressources documentaires, que je consulte r\u00e9guli\u00e8rement.","testimonial_sent_date":"2025-11-26T12:16:20-05:00","npi_email_temp":"gbernal10@videotron.ca","apx_entered_date":"2026-04-16","pcl_completion_date_5":"2016-10-12","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","sendpreexpirationemail":"2026-05-14T11:30:00-04:00","sendapxapplicationform":"2026-05-14T11:30:00-04:00","renewal_refusal_reasons":"","last_login_date":"2026-05-14T12:00:00-04:00","date_of_renewal_identification":"2026-05-17"}},"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":"2026-05-08T09:06:43-04:00","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":"2024-12-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"julie.groulx18@gmail.com","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:01:43-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"error","session_id":"call_8c39d16d596dc586ffc4fa05cbe","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8c39d16d596dc586ffc4fa05cbe"}},"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":{"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","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"10589","email":"lamandaj77@gmail.com","first_name":"Lamanda","last_name":"Jones","phone":"3652283523","orgname":"Circle of Care Sinai Health","customer_acct_name":"Circle of Care Sinai Health","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Lamanda Jones","language":"English","origin":"Lapsed Spring 2024","individual_id":"293373","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2024-11-22","old_do_id":"LB2503587","members_type":"CAND","province":"ON","area_code":"365","time_zone":"2","phone_2":"6473558795","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2023-12-02","intcode":"99","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 5 2025 vm\r\nJuly 10 2025 vm\r\nLN Sept 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T11:33:00-04:00","paid_thru":"2026-08-31","new_member_date_2":"2025-09-03","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2505989","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_act_type":"2025-10-11","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"F","pf1_completion_date":"2021-09-26","number_of_passed_courses":"1","organization_id":"296455","company_paid_thru":"2026-12-31","trc":"True","wera":"False","npi_email_temp":"lamandaj77@gmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"7228","email":"maripazb@hotmail.com","first_name":"Maripaz","last_name":"Czerniakowski","phone":"6045188402","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02452","full_name":"Maripaz Czerniakowski","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-01-07","individual_id":"191227","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502990","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-03-02","members_type":"AST","new_member_date_2":"2014-01-07","no_email_solicitation":"FALSE","province":"BC","time_zone":"5","paid_thru":"2020-12-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no contact made.\n2026 May 11 call reached gatekeeper, no direct contact with Maripaz\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail for Martha John Yakovsky\n2026 May 15 call reached voicemail, no human interaction\n2026 May 19 call reached voicemail, no contact made.\n2026 May 19 call reached voicemail, no contact available\n2026 May 21 call reached voicemail, no conversation\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T18:12:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02452","temp_intcode_for_auto_old_int_code":"06","phone_2":"6045188402","last_infoline_date_type":"2018-11-10","last_act_type":"2020-02-14","pcl_status":"P","pcl_completion_date":"2014-03-07","pf1_status":"P","pf1_completion_date":"2014-05-14","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"maripazb@hotmail.com","pcl_completion_date_5":"2019-03-07","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-21T18:27:03-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"11","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_5be5a3fee78aa5962037797f514","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5be5a3fee78aa5962037797f514","mini_nps":"3","onesentencenotrenewed":"No contact was made as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine other benefits.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","old_int_code":"03","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29740","email":"michelle@abenaki.com","first_name":"Michelle","last_name":"Poirier","phone":"6138370926","orgname":"Abenaki Associates","customer_acct_name":"Abenaki Associates","tags":"250205 AST Members, 250716 phone recovered, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1139","full_name":"Michelle Poirier","members_type":"AST","city_1":"Orleans","province":"ON","language":"English","phone_2":"6139204198","lead_status":"Renewed APX","new_member_date_2":"2016-07-12","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"244789","no_email_solicitation":"False","pds_march":"3","area_code":"613","time_zone":"2","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:10:00-04:00","pipeline_1_lapsed_members":"","pds_may":"3","value_help_with_complex":"No","old_int_code":"31","pds_july":"3","paid_thru":"2027-06-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST1139","temp_intcode_for_auto_old_int_code":"06","pds_september":"3","last_infoline_date_type":"2025-02-17","last_act_type":"2026-07-05","telemarketing_call_date":"2026-05-06","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-11-25T09:55:00-05:00","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","sendaigeneral":"2025-11-25T09:54:00-05:00","sendnovemberemail":"2025-11-25T09:55:27-05:00","sendaidate":"2025-11-25T09:55:28-05:00","last_engaged_date":"2025-11-26","pds_november":"3","npi_email_temp":"michelle@abenaki.com","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30"}},"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":"2022-08-11","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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"5543","email":"melissa.leclerc@bizou.com","first_name":"M\u00e9lissa","last_name":"Leclerc","phone":"4183878422","orgname":"Bizou International Inc.","customer_acct_name":"Bizou International Inc.","tags":"CSV imported, NPIdealed, 250627 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01499","province":"QC","full_name":"M\u00e9lissa Leclerc","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2021-11-22","domain_1":"bizou.com","attended_webinar":"No","lapsed_expiration_date":"2021-11-22","individual_id":"322241","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501458","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T10:52:00-04:00","old_int_code":"08","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01499","temp_intcode_for_auto_old_int_code":"0","organization_id":"49593","last_act_type":"2023-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"melissa.leclerc@bizou.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"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":"2023-03-07","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","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"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":"2022-08-09","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","latest_paid_thru":"2023-08-31"}},"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":"2021-11-02","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","latest_paid_thru":"2022-01-31"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30671","email":"lady_geraldine44@yahoo.com","first_name":"Geraldine","last_name":"Asuncion","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"308660","full_name":"Geraldine Asuncion","members_type":"CAND","do_id":"L25C00203","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2045995168","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2022-01-10","time_zone":"3","canceldate":"2025-03-04","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00203","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-01","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-07-24","pf2_status":"P","pf2_completion_date":"2022-11-27","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"lady_geraldine44@yahoo.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"29639","email":"jhlaferriere@gmail.com","first_name":"Johanne","last_name":"Hould","phone":"5817775004","orgname":"Delta Trois-Rivieres","customer_acct_name":"Delta Trois-Rivieres","tags":"250205 AST Members, npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A01972","full_name":"Johanne Hould","members_type":"AST","city_1":"Trois-Rivi\u00e8res","province":"QC","language":"French","phone_2":"5817775004","lead_status":"Lapsed Member","new_member_date_2":"2023-06-05","pipeline_2_members_only_ast":"","individual_id":"192073","canceldate":"2025-08-02","cpa_certification":"SCP","no_email_solicitation":"False","pds_march":"16","area_code":"581","time_zone":"2","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"16","cert_status":"WITHDRAWN","pds_july":"16","paid_thru":"2025-05-31","old_do_id":"AST0624","temp_do_id_for_auto_old_do_id":"L25A01972","temp_intcode_for_auto_old_int_code":"15","pds_august":"16","pds_september":"16","last_infoline_date_type":"2025-11-03","last_conf_date_type":"2015-06-02","last_act_type":"2025-11-03","pcl_status":"P","pcl_completion_date":"2013-06-12","pf1_status":"P","pf1_completion_date":"2013-12-17","pf2_status":"P","pf2_completion_date":"2014-04-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-03-13","number_of_passed_courses":"4","pds_october":"16","blocnote":"tln. 5 nov 2025 bv\n2026 May 08 call disconnected early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:27-04:00","trc":"False","wera":"False","pds_november":"16","npi_email_temp":"jhlaferriere@gmail.com","pcl_completion_date_5":"2018-06-12","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:27-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief, with the agent attempting to speak with Johanne but no further conversation occurred before the user hung up.","aitm_callsummarytitle":"Brief call, no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ca2b8b68bc16ddf96274e24a6ec","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ca2b8b68bc16ddf96274e24a6ec"}},"seriesid":"163"}
{"contact":{"id":"29258","email":"galina313@gmail.com","first_name":"Galina","last_name":"Osavciuk","phone":"5177881337","orgname":"AgileDSS Inc.","customer_acct_name":"AgileDSS Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1069","full_name":"Galina Osavciuk","members_type":"AST","city_1":"Deux-Montagnes","province":"QC","language":"French","phone_2":"5142375542","lead_status":"Member","new_member_date_2":"2018-05-08","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"161018","canceldate":"2011-01-04","no_email_solicitation":"False","pds_march":"6","area_code":"517","time_zone":"2","intcode":"16","pipeline_1_lapsed_members":"","pds_may":"6","extension_phone_1":"22","pds_july":"6","paid_thru":"2026-04-30","pds_august":"6","temp_do_id_for_auto_old_do_id":"AST1069","temp_intcode_for_auto_old_int_code":"16","pds_september":"6","last_conf_date_type":"2020-06-17","last_act_type":"2025-04-04","blocnote":"ai.15 oct 2025 bv\r\n22 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:48:00-04:00","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2010-02-08","old_int_code":"08","number_of_passed_courses":"1","pds_october":"6","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:48-05:00","pds_november":"6","npi_email_temp":"galina313@gmail.com","apx_entered_date":"2026-03-16","pcl_completion_date_5":"2015-02-08","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30"}},"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","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
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{"contact":{"id":"10159","email":"denjameson@gmail.com","first_name":"Dennis","last_name":"Jameson","phone":"9025664966","orgname":"Northumberland Ferries Ltd.","customer_acct_name":"Northumberland Ferries Ltd.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"PE","full_name":"Dennis Jameson","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"264704","area_code":"902","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-10","old_do_id":"LB2501260","time_zone":"1","members_type":"PRO","pipeline_1_lapsed_members":"","canceldate":"2022-08-03","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"21","blocnote":"22 May 2025 VM\r\n11 Sep 2025 VM\r\nLN \/ 12 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T10:17:00-05:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"1","paid_thru":"2026-11-30","new_member_date_2":"2025-12-24","temp_do_id_for_auto_old_do_id":"LB2501260","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"9023149805","pds_september":"1","last_infoline_date_type":"2022-02-16","last_act_type":"2026-05-01","pcl_status":"P","pcl_completion_date":"2018-09-30","pf1_status":"P","pf1_completion_date":"2019-06-02","pf2_status":"P","pf2_completion_date":"2019-10-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-07-09","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"denjameson@gmail.com","last_conf_date_type":"2026-06-02","pcl_completion_date_5":"2023-09-30","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"30728","email":"battie737@gmail.com","first_name":"Kristine","last_name":"Walker","phone":"7802668812","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320158","full_name":"Kristine Walker","members_type":"CAND","city_1":"Calgary","province":"AB","language":"English","phone_2":"7802668812","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-09","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00233","last_act_type":"2023-11-21","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","pf2_completion_date":"2024-03-27","number_of_passed_courses":"3","intcode":"21","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 Survey completed Sent renewal email","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:07:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","sendapplicationform":"2025-12-10T13:06:00-05:00","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":"Changing career","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":"46 to 60 years","selfpayrollproficiency":"Native","old_int_code":"02","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00233","npi_email_temp":"battie737@gmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"28740","email":"bruce@arxbusiness.com","first_name":"Bruce","last_name":"Gardner","phone":"4165354884","orgname":"ARX Business Solutions Inc.","customer_acct_name":"ARX Business Solutions Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0505","full_name":"Bruce Gardner","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4165398772","lead_status":"Renewed APX","new_member_date_2":"2013-12-27","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"221643","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"Apr 30 2026 vm  May 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T10:06:00-04:00","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":"AST0505","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2021-05-25","last_act_type":"2025-10-11","telemarketing_call_date":"2026-05-22","pcl_status":"P","pcl_completion_date":"2014-04-23","pf1_status":"P","pf1_completion_date":"2014-12-22","pf2_status":"P","pf2_completion_date":"2015-12-20","number_of_passed_courses":"3","date_of_renewal_identification":"2025-11-13","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:35-05:00","last_engaged_date":"2025-12-01","npi_email_temp":"bruce@arxbusiness.com","pcl_completion_date_5":"2019-04-23","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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":"2021-07-04","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","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5618","email":"veronique.veillette@hrsdc-rhdcc.gc.ca","first_name":"Veronique","last_name":"Veillette","phone":"8196647582","orgname":"Employment and Social Development Canada","customer_acct_name":"Employment and Social Development Canada","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00390","province":"QC","full_name":"Veronique Veillette","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":"286000","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":"2025-12-08T12:41:00-05:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00390","temp_intcode_for_auto_old_int_code":"6","organization_id":"286001","last_act_type":"2020-02-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"veronique.veillette@hrsdc-rhdcc.gc.ca","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"7243","email":"mzdziebko@bluerocktx.com","first_name":"Mark","last_name":"Zdziebko","phone":"6472043806","orgname":"BlueRock Therapeudics","customer_acct_name":"BlueRock Therapeudics","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01948","full_name":"Mark Zdziebko, CPA","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-11-12","domain_1":"bluerocktx.com","individual_id":"282864","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501865","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01948","organization_id":"282863","members_type":"CORP","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:23:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mzdziebko@bluerocktx.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29196","email":"zxcr@hotmail.com","first_name":"Xiao","last_name":"Zhang","phone":"6048210075","orgname":"Healthlinc Medical Equipment Ltd.","customer_acct_name":"Healthlinc Medical Equipment Ltd.","tags":"250205 AST Members, Zerobounce indication, Exclusion List 250404, 250903 Update AST from Mem Portal, npiAlert22, NPI LN sent to TM, 2512 Active AST approached","ip4":"10.13.137.92","fields":{"do_id":"AST1592","old_do_id":"179351","full_name":"Xiao (Flora) Zhang","members_type":"AST","city_1":"Richmond","province":"BC","language":"English","phone_2":"6047005203","lead_status":"Renewed APX","zerobounce_reason":"No Valid: abuse","pipeline_2_members_only_ast":"Non-mailable AST Members","new_member_date_2":"2019-01-28","time_zone":"5","area_code":"604","pipeline_1_lapsed_members":"","individual_id":"179351","paid_thru":"2027-01-31","blocnote":"Sept 2 2025 vm  Nov 10 2025 vm\r\nNov 17 2025 vm call second number\r\nDec 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T10:49:00-05:00","intcode":"99","canceldate":"2012-02-01","temp_do_id_for_auto_old_do_id":"AST1592","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-10-04","telemarketing_call_date":"2025-12-04","pcl_status":"P","pcl_completion_date":"2011-03-07","pf1_status":"P","pf1_completion_date":"2011-06-21","pf2_status":"P","pf2_completion_date":"2019-05-12","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"zxcr@hotmail.com","date_of_renewal_identification":"2026-02-14","aer_entered_date":"2026-06-02","old_int_code":"6","pcl_completion_date_5":"2016-03-07","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","last_infoline_date_type":"2026-10-04"}},"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","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"seriesid":"163"}
{"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","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":"2024-12-02","last_act_type":"2024-12-02","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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"10081","email":"naseem.zaman78@gmail.com","first_name":"Naseem","last_name":"Zaman, MBA","phone":"6045800153","orgname":"Khalis Transport Inc.","customer_acct_name":"Khalis Transport Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02372","province":"BC","full_name":"Naseem Zaman, MBA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"260835","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500345","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","new_member_date_2":"2018-02-16","no_email_solicitation":"FALSE","intcode":"16","blocnote":"May 20 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 contact answered but said wrong number, call ended.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:47-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A02372","temp_intcode_for_auto_old_int_code":"16","phone_2":"7786800330","last_act_type":"2021-04-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"naseem.zaman78@gmail.com","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-11T13:06:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called the number and spoke briefly with a person who stated it was the wrong number. The agent ended the call politely without further conversation.","aitm_callsummarytitle":"Wrong Number - Call Ended","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2a5fca6a494b62faa537d904f78","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2a5fca6a494b62faa537d904f78","mini_nps":"3","onesentencenotrenewed":"Contact stated it was the wrong number.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"08","astotherreasonsnottorenew":"Wrong number reached","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10519","email":"noman.pcp@gmail.com","first_name":"Noman","last_name":"Narmawala","phone":"8444915890","orgname":"Nova Scotial Health Authority","customer_acct_name":"Nova Scotial Health Authority","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2506702","province":"NS","full_name":"Noman Narmawala","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"311210","area_code":"844","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-15","old_do_id":"L25C06730","time_zone":"2","members_type":"CAND","phone_2":"9024401763","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"LNC Nov 6 2025 He is driving right now call back\r\nLNC Dec 10 2025 Not interested in payroll anymore now he is in admin.","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:16:00-05:00","canceldate":"2023-05-02","paid_thru":"2023-02-28","new_member_date_2":"2022-03-18","temp_do_id_for_auto_old_do_id":"LB2506702","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-18","pcl_status":"P","pcl_completion_date":"2022-06-29","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"10","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"noman.pcp@gmail.com","pcl_completion_date_5":"2027-06-29","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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","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":"2024-11-01","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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2022-02-28"}},"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","latest_paid_thru":"2020-08-31","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10055","email":"janine.isel@gmail.com","first_name":"Janine","last_name":"Isel","phone":"7809100478","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":"L25C07163","full_name":"Janine Isel","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"278919","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503209","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7809100478","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","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 1 2025 vm\r\nJuly 10 2025 vm\r\nLN Sept 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T09:54:00-05:00","paid_thru":"2022-05-31","new_member_date_2":"2021-05-27","temp_do_id_for_auto_old_do_id":"L25C07163","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-05-27","pcl_status":"P","pcl_completion_date":"2021-12-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"janine.isel@gmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"5519","email":"dschinck@dermolab.com","first_name":"Dominique","last_name":"Schinck","phone":"4506498886","orgname":"Dermolab Pharma Inc.","customer_acct_name":"Dermolab Pharma Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01541","province":"QC","full_name":"Dominique Schinck","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2022-09-08","domain_1":"dermolab.com","attended_webinar":"No","lapsed_expiration_date":"2022-09-08","individual_id":"316455","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501446","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:55:00-04:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25O01541","temp_intcode_for_auto_old_int_code":"6","organization_id":"316454","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dschinck@dermolab.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"225414","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"31","blocnote":"May  6 2026 completed with one email sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T12:03:00-04:00","last_engaged_date":"2026-05-06","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":"31","last_infoline_date_type":"2022-09-29","last_act_type":"2025-08-12","telemarketing_call_date":"2026-05-06","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","latest_paid_thru":"2026-11-30","sendaigeneral":"2026-05-06T12:03:00-04:00","sendaiemail":"2026-05-06T12:03:02-04:00","sendaidate":"2026-05-06T12:03:03-04:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"More than a year"}},"seriesid":"163"}
{"contact":{"id":"6996","email":"klmcnutt@live.com","first_name":"Karen","last_name":"McNutt","phone":"6046265781","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503054","full_name":"Karen McNutt","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"16-d?c-15","individual_id":"239615","region":"CDN","lead_status":"Refused","old_do_id":"C17636","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-02-02","province":"NS","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"1","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2020-11-30","new_member_date_2":"2015-12-16","temp_do_id_for_auto_old_do_id":"LB2503054","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"6046265781","pds_september":"1","last_act_type":"2021-03-05","pcl_status":"P","pcl_completion_date":"2016-05-02","pf1_status":"P","pf1_completion_date":"2016-07-24","pf2_status":"P","pf2_completion_date":"2017-02-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-09-15","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"klmcnutt@live.com","pcl_completion_date_5":"2021-05-02","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30"}},"seriesid":"163"}
{"contact":{"id":"7365","email":"payroll@dotc.mb.ca","first_name":"Leona","last_name":"McKinney","phone":"2042398650","orgname":"Dakota Ojibway Tribal Council","customer_acct_name":"Dakota Ojibway Tribal Council","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02030","full_name":"Leona McKinney","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2006-07-06","domain_1":"dotc.mb.ca","individual_id":"264008","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501925","time_zone":"3","province":"MB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-06-30","temp_do_id_for_auto_old_do_id":"L25O02030","organization_id":"57958","members_type":"CORP","last_act_type":"2020-08-19","intcode":"07","blocnote":"LN Oct 15 2025 not available","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T14:21:00-04:00","temp_intcode_for_auto_old_int_code":"07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"payroll@dotc.mb.ca","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30","company_paid_thru":"2020-06-30","corp_cancel_date":"2020-09-02","company_status":"I"}},"seriesid":"163"}
{"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026-05-15 dial busy, phone:  +14692927265\n2026 May 15 call reached voicemail, no human answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:39-04:00","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":"06","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","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to the contact but went to voicemail and was not answered by a human.","aitm_callsummarytitle":"Call reached voicemail, no answer","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a1e5a9ed16ab7e562c4aa1bce24","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a1e5a9ed16ab7e562c4aa1bce24","notrenewedwanttorenew":"No","old_int_code":"07","mini_nps":"3"}},"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","latest_paid_thru":"2025-01-31"}},"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","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"seriesid":"163"}
{"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","latest_paid_thru":"2025-01-31"}},"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":"2022-11-04","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","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"11033","email":"accounts@gighound.com","first_name":"Justin","last_name":"Ober","phone":"6043451196","orgname":"GigHound Inc.","customer_acct_name":"GigHound 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":"LB2502573","full_name":"Justin Ober","language":"English","origin":"Lapsed Spring 2024","domain_1":"gighound.com","individual_id":"307492","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001388","time_zone":"5","province":"AB","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"may 13 2025 just answered one question","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T12:47:00-04:00","onesentencenotrenewed":"We dont need it now. I think in the future if we feel that we need the membership again we might renew","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"LB2502573","temp_intcode_for_auto_old_int_code":"21","organization_id":"307493","last_act_type":"2023-12-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"accounts@gighound.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"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":"2022-05-10","last_act_type":"2026-04-30","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","latest_paid_thru":"2026-12-31","cpa_certification":"PCP"}},"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, TMAI","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\n2026 May 08 contact informed Virginia no longer with company and no new contact info available","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:10-04:00","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":"08","temp_intcode_for_auto_old_int_code":"16","phone_2":"9054094628","last_act_type":"2022-04-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vrsavoie@yahoo.ca","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:10-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Laser Tech Canada Inc. and asked to speak with Virginia, but was informed that Virginia is no longer with the company and no new contact information was available. The call ended after this information was provided.","aitm_callsummarytitle":"Contact no longer with company, no forwarding info","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact informed that Virginia is no longer with the company and no new contact information is available.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact no longer works at the company and no forwarding information is available.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_044227ecb641543d5d856e5986b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_044227ecb641543d5d856e5986b","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"9409","email":"ayeng10@yahoo.com","first_name":"Genevie","last_name":"Basilio","phone":"4038746473","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":"Genevie Soriano Basilio","language":"English","origin":"Lapsed Spring 2024","individual_id":"318953","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25C06512","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4038746473","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-01-05","intcode":"06","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:28:00-05:00","paid_thru":"2023-10-31","new_member_date_2":"2022-11-19","temp_do_id_for_auto_old_do_id":"LB2504436","temp_intcode_for_auto_old_int_code":"06","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":"2023-07-26","number_of_passed_courses":"3","onesentencenotrenewed":"","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","do_id":"LB2504436","npi_email_temp":"ayeng10@yahoo.com","pcl_completion_date_5":"2028-02-26","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"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, TMAI","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":"15","blocnote":"28 May 2025 VM\r\n10 September 2025 Not working there anymore\n2026 May 08 reached voicemail, no contact with Darlene\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, answered by Arlene instead of Darlene.\n2026 May 13 call reached voicemail, no human contact\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no live contact made\n2026 May 15 call attempted but no answer\n2026 May 19 call reached voicemail, no live contact made\n2026 May 19 call reached voicemail answered by Arlene Hill\n2026 May 21 call reached voicemail, no human interaction\n2026 May 21 call ended early, Darlene not available\n2026 May 25 contact informed Darlene is no longer with the company, call went to voicemail\n2026 May 25 call started, agent introduced herself and mentioned lapsed membership, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:25:43-04:00","pipeline_2_members_only_ast":"","paid_thru":"2023-03-31","old_int_code":"06","temp_do_id_for_auto_old_do_id":"L25A00040","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-25T11:42:07-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"15","npi_transcriptsummary":"The agent reached Darlene and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. The call was very brief and ended shortly after the introduction without further conversation.","aitm_callsummarytitle":"Brief introduction call ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7a725763bd51888d38ebeb64a6f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7a725763bd51888d38ebeb64a6f","mini_nps":"3","onesentencenotrenewed":"Contact was not the intended recipient and call was disconnected quickly.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact was not reached, call ended on voicemail.","age_range":"Preferred not to say","number_of_calls_reached":"3"}},"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, AI Contacts sent to TM 2026, 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":"2024-07-08","last_act_type":"2026-03-02","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","latest_paid_thru":"2026-12-31","last_conf_date_type":"2026-06-25"}},"seriesid":"163"}
{"contact":{"id":"7626","email":"jpenalba@ymail.com","first_name":"Jovy","last_name":"Penalba","phone":"6475701553","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02597","city_1":"Toronto","province":"ON","full_name":"Juben Pe\u00f1alba","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-03-03","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500640","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"250951","canceldate":"2020-06-01","new_member_date_2":"2017-03-03","no_email_solicitation":"False","pipeline_2_members_only_ast":"","intcode":"06","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm\n2026 May 08 call reached voicemail, no message left\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact answer\n2026 May 19 call reached voicemail, no contact with Jovy\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25A02597","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2018-08-17","last_act_type":"2019-01-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jpenalba@ymail.com","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:06-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was an outbound attempt to reach Jovy, but it went to voicemail and the contact did not answer.","aitm_callsummarytitle":"Voicemail reached, no answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_79e35354e2fdceecc9ab801abb3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_79e35354e2fdceecc9ab801abb3"}},"seriesid":"163"}
{"contact":{"id":"11105","email":"shimamura_m@trueworldfoods.com","first_name":"Masao","last_name":"Shimamura","phone":"2369966874","orgname":"True World Foods of Canada","customer_acct_name":"True World Foods 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":"L25O01543","full_name":"Masao Shimamura","language":"English","origin":"Lapsed Spring 2024","domain_1":"trueworldfoods.com","individual_id":"316600","area_code":"236","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502399","time_zone":"5","province":"BC","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 March 2025 VM\r\n31 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\r\nLN \/ 06 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T12:25:00-05:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25O01543","temp_intcode_for_auto_old_int_code":"6","organization_id":"317160","last_act_type":"2023-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shimamura_m@trueworldfoods.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5569","email":"bforsse@cscanada.ca","first_name":"Benjamin","last_name":"Forsse","phone":"5147488258","orgname":"CS Group - Canada Inc.","customer_acct_name":"CS Group - 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":"L25O00266","province":"QC","extension_phone_1":"539","full_name":"Benjamin Forsse","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-02-10","domain_1":"cscanada.ca","attended_webinar":"No","lapsed_expiration_date":"2023-04-04","individual_id":"295550","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00429","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"2 juin 225 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T11:24:00-04:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00266","temp_intcode_for_auto_old_int_code":"6","organization_id":"266951","last_act_type":"2023-03-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bforsse@cscanada.ca","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"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":"2021-09-06","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","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7158","email":"accounting@oslerbluff.com","first_name":"Connie","last_name":"Draper","phone":"7054454507","orgname":"The Osler Bluff Ski Club","customer_acct_name":"The Osler Bluff 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":"L25O01494","full_name":"Connie Draper","language":"English","origin":"Lapsed Spring 2024","explicit_consent_date":"2019-09-09","domain_1":"oslerbluff.com","individual_id":"302600","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502645","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:28:00-04:00","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":"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","blocnote":"Mar 10 2025 interview completed","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01494","temp_intcode_for_auto_old_int_code":"1","organization_id":"281269","last_infoline_date_type":"2022-08-11","last_act_type":"2023-12-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"accounting@oslerbluff.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"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":"2021-09-11","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","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"5690","email":"caroline.lefebvre@davidsoninc.com","first_name":"Caroline","last_name":"Lefebvre","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":"L25O02237","province":"QC","full_name":"Caroline Lefebvre, CPA","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":"304857","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501677","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T10:30:00-04:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O02237","temp_intcode_for_auto_old_int_code":"6","organization_id":"304856","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"caroline.lefebvre@davidsoninc.com","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"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":"2017-12-21","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","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","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"11296","email":"gail44@telus.net","first_name":"Gail","last_name":"Atamanchuk","phone":"7809921613","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02251","full_name":"Gail Atamanchuk","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2014-10-03","lapsed_expiration_date":"2023-05-02","individual_id":"229330","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504015","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","new_member_date_2":"2014-10-03","no_email_solicitation":"FALSE","province":"AB","time_zone":"4","paid_thru":"2023-02-28","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 31 2025 vm\n2026 May 08 call reached voicemail after pressing digit to bypass call control\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail\n2026 May 15 call reached voicemail, no human answer\n2026 May 15 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","temp_do_id_for_auto_old_do_id":"L25A02251","temp_intcode_for_auto_old_int_code":"6","phone_2":"7809921613","last_act_type":"2022-01-03","pcl_status":"P","pcl_completion_date":"2016-06-13","pf1_status":"P","pf1_completion_date":"2019-01-21","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"gail44@telus.net","pcl_completion_date_5":"2021-06-13","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","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","session_id":"call_714d939964116d091208a81ad38","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_714d939964116d091208a81ad38"}},"seriesid":"163"}
{"contact":{"id":"10127","email":"jwark@lcwlawyers.com","first_name":"Jennifer","last_name":"Wark","phone":"9056411551","orgname":"Lancaster Chown & Welch LLP","customer_acct_name":"Lancaster Chown & Welch LLP","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":"L25A02170","full_name":"Jennifer Wark","language":"English","origin":"Lapsed Spring 2024","domain_1":"lcwlawyers.com","individual_id":"285496","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502741","time_zone":"2","province":"ON","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","new_member_date_2":"2020-02-05","no_email_solicitation":"FALSE","intcode":"15","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 Not in the office\r\n05 September 2025 VM\r\nLN \/ 10 December 2025 VM\n2026 May 08 call disconnected quickly, no conversation.","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:03-04:00","temp_do_id_for_auto_old_do_id":"L25A02170","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2023-01-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jwark@lcwlawyers.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:03-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and disconnected quickly without a meaningful conversation or task completion. The agent attempted to speak with Jennifer but did not get a response.","aitm_callsummarytitle":"Brief call disconnected early","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No conversation or renewal intent expressed due to call disconnection.","initialvalue":"Other","othermemberbenefit":"No interaction to determine.","old_int_code":"6","astotherreasonsnottorenew":"Call disconnected before any discussion.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ad1f270ed6ddab3da8f3db69063","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ad1f270ed6ddab3da8f3db69063","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"7618","email":"hbarish@crowncork.com","first_name":"Helen","last_name":"Barish","phone":"2155523755","orgname":"Crown Cork & Seal Inc.","customer_acct_name":"Crown Cork & Seal Inc.","tags":"CSV imported, 250221 Lapsed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2504112","full_name":"Helen Barish","language":"English","origin":"Lapsed Members 2022 Lapsed Members 2022","explicit_consent_date":"2008-04-18","domain_1":"crowncork.com","individual_id":"116942","area_code":"215","region":"US","lead_status":"Refused","province":"PA","lapsed_expiration_date":"2020-06-01","members_type":"AST","time_zone":"2","old_do_id":"U1766","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","new_member_date_2":"2008-04-18","no_email_solicitation":"False","intcode":"21","blocnote":"May 12 2025 She no longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T18:10:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"12","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"LB2504112","temp_intcode_for_auto_old_int_code":"21","phone_2":"2154432362","last_infoline_date_type":"2018-06-26","last_conf_date_type":"2013-06-18","last_act_type":"2019-03-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hbarish@crowncork.com","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","old_do_id":"L25A02284","pipeline_1_lapsed_members":"Refused Lapsed","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":"01","blocnote":"Aug 13 2025 vm\r\nLM Oct 30 2025 vm\n2026 May 08 voicemail reached, contact not available\n2026 May 08 voicemail reached, no contact with Rupee\n2026 May 11 contact answered but not interested, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:44-04:00","temp_do_id_for_auto_old_do_id":"L25A02284","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called Rohit to discuss his lapsed Associate membership with the National Payroll Institute. Rohit indicated he has not been a member for a long time, and the call ended shortly after without completing the survey or renewal discussion.","aitm_callsummarytitle":"Contact not interested in renewing lapsed membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f3ae75ef077576b73fa859940c1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f3ae75ef077576b73fa859940c1","onesentencenotrenewed":"Rohit stated he has not been a member for a long time.","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"9387","email":"aweng29@yahoo.com","first_name":"Sherwin","last_name":"Morales","phone":"4037076425","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":"LB2503777","full_name":"Sherwin Morales","language":"English","origin":"Lapsed Spring 2024","individual_id":"319682","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"CLNPI001939","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4037076425","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T18:02:00-04:00","onesentencenotrenewed":"Not in payroll","blocnote":"12 March 2025 Not in payroll anymore","canceldate":"2024-02-03","paid_thru":"2023-11-30","new_member_date_2":"2022-12-15","temp_do_id_for_auto_old_do_id":"LB2503777","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-15","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","trc":"True","wera":"False","npi_email_temp":"aweng29@yahoo.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"9372","email":"arlenevvillagracia@gmail.com","first_name":"Arlene","last_name":"Villagracia","phone":"7804550857","orgname":"Setanta Contracting Ltd.","customer_acct_name":"Setanta Contracting Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06815","province":"AB","full_name":"Arlene Villagracia","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"302112","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500158","time_zone":"4","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":"2022-01-17","temp_do_id_for_auto_old_do_id":"L25C06815","phone_2":"5879368357","last_act_type":"2022-01-17","pcl_status":"P","pcl_completion_date":"2021-07-19","pf1_status":"P","pf1_completion_date":"2021-08-18","pf2_status":"P","pf2_completion_date":"2021-09-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-11-02","number_of_passed_courses":"4","intcode":"16","blocnote":"NOv 6 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:21:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"12","trc":"True","wera":"True","npi_email_temp":"arlenevvillagracia@gmail.com","pcl_completion_date_5":"2026-07-19","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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":"2022-08-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"robert.edmunds@connect-logistics.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"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":"2023-03-05","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","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"6940","email":"lilia.arellano@transcold.com","first_name":"Lilia","last_name":"Arellano","phone":"6042965015","orgname":"Gateway Casinos and Entertainment Limited","customer_acct_name":"Gateway Casinos and Entertainment Limited","tags":"CSV imported, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Lilia Arellano, Level 1 & 2","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-10-18","domain_1":"transcold.com","individual_id":"282009","area_code":"604","region":"CDN","lead_status":"Not Relevant","old_do_id":"LB2506092","time_zone":"5","province":"BC","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":"LB2506092","organization_id":"96944","last_infoline_date_type":"2020-03-31","last_act_type":"2024-03-21","company_paid_thru":"2027-01-31","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lilia.arellano@transcold.com","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"29790","email":"mckinnonp@camosun.ca","first_name":"Paul","last_name":"McKinnon","phone":"6043703007","orgname":"Camosun College","customer_acct_name":"Camosun College","tags":"payroll.ca visited, 250205 AST Members, WR250604","ip4":"127.0.0.1","fields":{"full_name":"Paul McKinnon, CPA, CMA","members_type":"AST","city_1":"Victoria","province":"BC","language":"English","lead_status":"Not Relevant","new_member_date_2":"2024-04-23","pipeline_2_members_only_ast":"","individual_id":"336941","no_email_solicitation":"False","area_code":"250","time_zone":"5","old_do_id":"LB2506359","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"Mar 20 2025 vm\r\nMar 24 2025 vm\r\nApril 1 2025 vm\r\nApril 8 2025 vm\r\nApril 9 2025 vm\r\nApril 22 2025 vm\r\nMay 29 2025 vm\r\nJune 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T18:38:00-04:00","organization_id":"8095","coidnewmbrdate":"2019-07-11","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"2025-06-06","canceldate":"2025-06-03","paid_thru":"2027-06-30","temp_do_id_for_auto_old_do_id":"LB2506359","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-05-05","company_paid_thru":"2027-06-30","number_of_passed_courses":"0","old_int_code":"6","trc":"False","wera":"False","npi_email_temp":"mckinnonp@camosun.ca","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","corp_cancel_date":"1998-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30744","email":"eileen.dilbone@relx.com","first_name":"Eileen","last_name":"Dilbone","phone":"9378657667","orgname":"LexisNexis Canada","customer_acct_name":"LexisNexis Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"240522","full_name":"Eileen Dilbone","members_type":"CORP","do_id":"L25O00633","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":"06","blocnote":"May 29 2025 vm\r\nAug 20 2025 vm\r\nLN Nov 10 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T11:13:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00633","temp_intcode_for_auto_old_int_code":"6","organization_id":"240520","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"eileen.dilbone@relx.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5602","email":"vanessa.sousa@worlee.net","first_name":"Vanessa","last_name":"Sousa","phone":"5143326455","orgname":"Worl\u00e9e International Inc.","customer_acct_name":"Worl\u00e9e International Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01857","province":"QC","full_name":"Vanessa Sousa","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-11-21","domain_1":"worlee.net","attended_webinar":"No","lapsed_expiration_date":"2022-01-07","individual_id":"283208","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501627","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T11:57:00-04:00","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25O01857","temp_intcode_for_auto_old_int_code":"6","organization_id":"283207","last_infoline_date_type":"2021-08-30","last_act_type":"2021-08-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vanessa.sousa@worlee.net","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","company_paid_thru":"2021-10-31","corp_cancel_date":"2022-01-07","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29225","email":"mcayotte123@hotmail.ca","first_name":"Marie-","last_name":"Ayotte","phone":"","orgname":"Soci\u00e9t\u00e9 du Parc Jean-Drapeau","customer_acct_name":"Soci\u00e9t\u00e9 du Parc Jean-Drapeau","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0065","full_name":"Marie- Claude Ayotte","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"5146863795","lead_status":"Renewed APX","new_member_date_2":"2018-09-12","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"267181","cpa_certification":"SCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2026-08-31","date_of_renewal_identification":"2025-09-03","temp_do_id_for_auto_old_do_id":"AST0065","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-08-16","blocnote":"AI.15 oct 2025 bv\r\n22 oct 2025 bv\r\n30 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:46:00-04:00","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"P","pf1_completion_date":"2021-12-23","pf2_status":"P","pf2_completion_date":"2022-04-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-05-09","number_of_passed_courses":"4","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:11-05:00","npi_email_temp":"mcayotte123@hotmail.ca","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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","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":"2024-07-11","last_act_type":"2024-07-11","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","latest_paid_thru":"2024-12-31"}},"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, 260522 Lapsed DEL","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":"LB2507765","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":"","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":"2024-01-05","company_paid_thru":"2027-05-31","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","npi_email_temp":"zikraallalade@gmail.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","do_id":"","company_status":"A"}},"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":"2023-10-01","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","latest_paid_thru":"2023-08-31"}},"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, TMAI","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":"16","blocnote":"Aug 13 2025 vm\n2026 May 08 call reached wrong number, contact hung up.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:27-04:00","temp_do_id_for_auto_old_do_id":"L25A02446","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"4167869976","pds_september":"1","last_infoline_date_type":"2017-11-09","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":"08","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","latest_paid_thru":"2021-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:27-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Xiaoguang on behalf of the National Payroll Institute but reached the wrong number. The contact did not want to continue the conversation and ended the call quickly.","aitm_callsummarytitle":"Wrong Number - Call Ended","notrenewedwanttorenew":"No","onesentencenotrenewed":"Wrong number, not interested.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_c77c873b1aee19f4d0825e251c9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c77c873b1aee19f4d0825e251c9","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"7191","email":"lynn3j@hotmail.com","first_name":"Lynn","last_name":"Szeto","phone":"4038800735","orgname":"Starr Wang CGA Firm","customer_acct_name":"Starr Wang CGA Firm","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502246","full_name":"Lynn Shiau Ling Szeto","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"16-avr-09","individual_id":"143743","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"C17544","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-06-02","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":"2021-03-31","new_member_date_2":"2009-04-16","temp_do_id_for_auto_old_do_id":"LB2502246","temp_intcode_for_auto_old_int_code":"21","phone_2":"4032416057","last_act_type":"2021-08-31","pcl_status":"P","pcl_completion_date":"2009-08-04","pf1_status":"P","pf1_completion_date":"2009-11-18","pf2_status":"P","pf2_completion_date":"2010-03-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-04-15","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"lynn3j@hotmail.com","pcl_completion_date_5":"2014-08-04","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31"}},"seriesid":"163"}
{"contact":{"id":"7290","email":"nicolejessicahugs@hotmail.com","first_name":"Nicole","last_name":"Wall","phone":"8072742282","orgname":"NCDS Career Works","customer_acct_name":"NCDS Career Works","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"extension_phone_1":"222","full_name":"Nicole Wall","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-11-21","area_code":"807","region":"CDN","lead_status":"Refused","old_do_id":"L25A02472","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"190009","canceldate":"2021-01-06","members_type":"AST","new_member_date_2":"2018-11-21","no_email_solicitation":"FALSE","intcode":"01","blocnote":"May 12 2025 vm\r\nJuly 15 2025 not interested\n2026 May 08 call connected with Nicole Wall, no further conversation\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 contact not Nicole, Nicole out of office, no message taken.\n2026 May 13 contact refused to renew and did not provide reason - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T11:06:41-04:00","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A02472","temp_intcode_for_auto_old_int_code":"01","phone_2":"8072748378","last_infoline_date_type":"2019-01-10","last_act_type":"2019-01-11","pcl_status":"P","pcl_completion_date":"2012-01-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-10-05","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"nicolejessicahugs@hotmail.com","pcl_completion_date_5":"2017-01-11","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-13T11:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent called Nicole regarding her lapsed Associate membership with the National Payroll Institute. Nicole declined to engage and refused to answer questions about her membership experience. The call ended promptly after Nicole expressed disinterest.","aitm_callsummarytitle":"Refused to Renew Membership","notrenewedwanttorenew":"No","mini_nps":"1","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_96d7d515134d5b5416352e14fd9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_96d7d515134d5b5416352e14fd9","number_of_calls_reached":"3","onesentencenotrenewed":"Nicole refused to answer why she no longer wishes to be a member.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Refused to provide reason for not renewing.","age_range":"Preferred not to say","pipeline_2_members_only_ast":"","date_of_renewal_identification":""}},"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, AI Contacts sent to TM 2026, 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":"2026-05-26","new_member_date_2":"2018-08-29","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"266512","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"31","blocnote":"May 1 2026 call back\r\nMay 25 2026 Survey completed,sent resource email. She said that she finished courses and would like info on how to get work experience.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:25:00-04:00","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":"2026-05-25","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":"10","trc":"True","wera":"False","sendaidate":"2026-05-25T13:24:45-04:00","sendaigeneral":"2026-05-25T13:24:00-04:00","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","latest_paid_thru":"2026-08-31","resourceaware":"Yes","resourcevisitedselfreport":"Last month","value_designation":"No","sendaiemail":"2026-05-25T13:24:44-04:00"}},"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":"2023-09-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"narmina.sadikhov@upgc.com","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"11071","email":"shaya_nosrati@yahoo.com","first_name":"Shaya","last_name":"Rad","phone":"4166459408","orgname":"CDI College North York Campus","customer_acct_name":"CDI College North York Campus","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502298","extension_phone_1":"2022","full_name":"Shaya Nosrati Rad","language":"English","origin":"Lapsed Spring 2024","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001005","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"4165577273","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"18 March 2025 They don't have this name","dhmsfin_telemarketing_last_contacted_date":"2025-03-18T11:49:00-04:00","old_int_code":"12","canceldate":"2024-03-02","individual_id":"313323","paid_thru":"2023-12-31","new_member_date_2":"2023-01-24","temp_do_id_for_auto_old_do_id":"LB2502298","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-24","pcl_status":"P","pcl_completion_date":"2022-07-11","pf1_status":"F","pf1_completion_date":"2022-08-04","pf2_status":"P","pf2_completion_date":"2023-11-27","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"shaya_nosrati@yahoo.com","pcl_completion_date_5":"2027-07-11","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"31182","email":"hali@myshaksales.com","first_name":"Hali","last_name":"Hennig","phone":"7809482418","orgname":"Myshak Sales & Rentals Ltd.","customer_acct_name":"Myshak Sales & Rentals Ltd.","tags":"payroll.ca visited, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Hali Hennig","lead_status":"Lapsed Member","members_type":"AST","city_1":"Acheson","province":"AB","phone_2":"7802634742","do_id":"L25A03089","pipeline_2_members_only_ast":"","new_member_date_2":"2025-02-28","blocnote":"May 13 2026 completed with renewal ( she is wwilling to renew but she is still waiting for the approval on that)\n2026-05-13 Dial no answer, phone: +17809482418\n2026 May 13 call reached voicemail or automated system - no contact with Hali\n2026 May 15 call reached voicemail - no contact with Hali\n2026 May 19 call reached voicemail with gatekeeper answering\n2026 May 19 voicemail reached for Hallie with Marshack sales and rental","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T15:12:02-04:00","onesentencenotrenewed":"No contact with intended person; voicemail reached.","source_of_membership":"Other","source_of_membership_other":"been a member before","job_title":"BenefitsAdmin","payroll_experience_in_years":"10+","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":"No contact made","age_range":"Preferred not to say","no_email_solicitation":"False","pds_march":"8","area_code":"780","time_zone":"4","language":"English","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"136068","pds_may":"8","old_int_code":"05","sendjulyemail":"2025-07-09T16:48:00-04:00","sendmayemail":"2025-07-09T16:48:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","full_name_2":" ","pds_july":"8","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","last_engaged_date":"2025-10-01","member_september":"3","pds_august":"8","temp_do_id_for_auto_old_do_id":"L25A03089","temp_intcode_for_auto_old_int_code":"06","pds_september":"8","last_infoline_date_type":"2025-03-03","last_conf_date_type":"2016-06-15","last_act_type":"2025-03-03","telemarketing_call_date":"2025-10-23","pcl_status":"P","pcl_completion_date":"2011-01-14","pf1_status":"P","pf1_completion_date":"2013-06-17","pf2_status":"P","pf2_completion_date":"2017-11-13","number_of_passed_courses":"3","pds_october":"8","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:51-05:00","pds_november":"8","npi_email_temp":"hali@myshaksales.com","pcl_completion_date_5":"2016-01-14","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","old_do_id":"AST1711","called_by":"Tri","aitm_status_called":"2026-05-19T15:27:01-04:00","number_of_call_attempts":"6","number_of_total_call_attempts":"9","npi_transcriptsummary":"The call reached a voicemail for Hallie with Marshack sales and rental and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no human contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_aca130455e249c431bdba1b90ec","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_aca130455e249c431bdba1b90ec","number_of_calls_reached":"1","mini_nps":"3","testimonial":"","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-13T11:26:00-04:00","sendapxapplicationform":"2026-05-13T11:26:00-04:00","initialvalue":"Other","astotherreasonsnottorenew":"No contact made; voicemail reached."}},"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","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"31144","email":"cdhaliwal68@hotmail.com","first_name":"Charanjit","last_name":"Dhaliwal","phone":"6474566253","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Charanjit Dhaliwal, PCP","members_type":"PRO","city_1":"Brampton","province":"ON","phone_2":"6474566253","pipeline_2_members_only_ast":"","new_member_date_2":"2010-04-08","canceldate":"2023-11-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"647","time_zone":"2","language":"English","intcode":"06","blocnote":"Aug 5 2025 completed ( already renewed)","pipeline_1_lapsed_members":"","individual_id":"147723","cert_status":"ACTIVE","dhmsfin_telemarketing_last_contacted_date":"2025-08-05T15:25:00-04:00","sendpreexpirationemail":"2025-08-05T15:23:00-04:00","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":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"Yes","value_discount_program":"No","othermemberbenefit":"","regular_email_change_date":"2025-08-05T11:23:49-04:00","last_engaged_date":"2025-08-05","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25P02197","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2504685","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2020-10-14","last_act_type":"2026-04-05","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2009-07-20","pf1_status":"P","pf1_completion_date":"2009-08-14","pf2_status":"P","pf2_completion_date":"2009-09-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-01-06","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"cdhaliwal68@hotmail.com","pcl_completion_date_5":"2014-07-20","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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":"2021-01-09","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","latest_paid_thru":"2022-06-30","company_paid_thru":"2022-06-30","corp_cancel_date":"2022-09-02","company_status":"I"}},"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","latest_paid_thru":"2025-01-31"}},"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","latest_paid_thru":"2023-03-31"}},"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":{"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":"2024-11-01","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","latest_paid_thru":"2024-01-31"}},"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":"2021-01-09","last_act_type":"2026-03-16","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","latest_paid_thru":"2025-02-28"}},"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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"11116","email":"pkorasak@gmail.com","first_name":"Palinthong","last_name":"Luangrath","phone":"5195782230","orgname":"Roberts Onsite","customer_acct_name":"Roberts Onsite","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06907","province":"ON","full_name":"Palinthong Luangrath","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"305520","area_code":"888","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2500919","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":"2021-09-27","temp_do_id_for_auto_old_do_id":"L25C06907","phone_2":"4374314755","last_conf_date_type":"2022-06-07","last_act_type":"2026-05-05","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"F","pf1_completion_date":"2022-07-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-12-14","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"pkorasak@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"11316","email":"jkwaterh@gmail.com","first_name":"Kimberly","last_name":"Waterhouse","phone":"7347900749","orgname":"Gong","customer_acct_name":"Gong","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Kimberly Waterhouse","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"219230","area_code":"734","region":"US","lead_status":"Refused","province":"MI","time_zone":"2","members_type":"AST","new_member_date_2":"2021-04-14","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-06-02","no_email_solicitation":"FALSE","intcode":"01","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:56-04:00","blocnote":"18 February 2025 VM\n 20 February 2025 VM\n 21 February 2025 VM\n 24 February 2025 They dlon't have a Canada payroll anymore\n2026 May 08 contact canceled membership as no longer processes Canada payroll.","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00028","temp_intcode_for_auto_old_int_code":"01","phone_2":"7347900749","last_infoline_date_type":"2021-05-21","last_act_type":"2022-03-15","pcl_status":"P","pcl_completion_date":"2014-01-21","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"jkwaterh@gmail.com","pcl_completion_date_5":"2019-01-21","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:56-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted Kimberly regarding her lapsed Associate membership with the National Payroll Institute. Kimberly stated she no longer processes Canada payroll and has canceled her membership, indicating no interest in renewing. The call ended shortly after without further questions.","aitm_callsummarytitle":"Membership Cancellation - No Longer Processing Payroll","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"No longer processes Canada payroll and canceled membership.","initialvalue":"Other","astotherreasonsnottorenew":"No longer processes Canada payroll.","old_int_code":"20","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","old_do_id":"L25A00028","session_id":"call_e521c5224163b8c6645af019568","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e521c5224163b8c6645af019568","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"2026-05-06T11:34:00-04:00","blocnote":"May 6 2026 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":"2026-05-22","last_act_type":"2026-05-22","number_of_passed_courses":"0","pds_october":"6","date_of_renewal_identification":"2025-11-05","telemarketing_call_date":"2026-05-06","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","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"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","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":"2023-02-11","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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"28698","email":"alison.rowe@cwcas.ca","first_name":"Alison","last_name":"Rowe","phone":"6139377453","orgname":"Children's Aid Society- SDG","customer_acct_name":"Children's Aid Society- SDG","tags":"250205 AST Members, 250221 DELETE, Lapsed Renewed, movePipe2","ip4":"127.0.0.1","fields":{"do_id":"AST2217","old_do_id":"L25A01767","full_name":"Alison Rowe","members_type":"AST","city_1":"Cornwall","province":"ON","phone_2":"6133609746","found":"DO4 Company (Man.)","coidnewmbrdate":"2011-12-05","language":"English","lead_status":"Renewed APX","new_member_date_2":"2019-12-24","individual_id":"192920","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member to be called","region":"CDN","date_of_renewal_identification":"2025-11-14","area_code":"613","time_zone":"2","blocnote":"june 9 2025 not interested","dhmsfin_telemarketing_last_contacted_date":"2025-06-13T15:06:00-04:00","intcode":"11","nonactive_reason":"AST->CORP","onesentencenotrenewed":"AST -> CORP","paid_thru":"2026-11-30","organization_id":"193188","temp_do_id_for_auto_old_do_id":"AST2217","telemarketing_call_date":"2025-06-13","pcl_status":"P","pcl_completion_date":"2012-01-11","pf1_status":"P","pf1_completion_date":"2020-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-04-13","last_act_type":"2025-07-10","last_infoline_date_type":"2022-06-07","number_of_passed_courses":"3","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:29-05:00","company_paid_thru":"2026-11-30","npi_email_temp":"alison.rowe@cwcas.ca","pcl_completion_date_5":"2017-01-11","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"29757","email":"lauriebledsoe@twc.com","first_name":"Laurie","last_name":"Bledsoe","phone":"","orgname":"Cognizant","customer_acct_name":"Cognizant","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0141","full_name":"Laurie Bledsoe, CPP","members_type":"AST","city_1":"Irving","province":"TX","language":"English","phone_2":"2147978243","lead_status":"Renewed APX","new_member_date_2":"2014-07-30","last_engaged_date":"2025-10-03","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"161829","no_email_solicitation":"False","time_zone":"3","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:19:00-04:00","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":"AST0141","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2018-11-20","last_act_type":"2025-06-16","telemarketing_call_date":"2026-05-06","pcl_status":"P","pcl_completion_date":"2017-01-08","pf1_status":"F","pf1_completion_date":"2017-06-22","number_of_passed_courses":"1","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:01-05:00","npi_email_temp":"lauriebledsoe@twc.com","pcl_completion_date_5":"2022-01-08","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"8616","email":"gdaddio@grundfos.com","first_name":"Grace","last_name":"D'Addio","phone":"9058299533","orgname":"Grundfos Canada Inc.","customer_acct_name":"Grundfos Canada Inc.","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00081","province":"ON","full_name":"Grace D'addio","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2010-08-31","domain_1":"grundfos.com","lapsed_expiration_date":"2023-06-02","individual_id":"173668","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETO00138","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 13 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T11:16:00-05:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00081","temp_intcode_for_auto_old_int_code":"6","organization_id":"173665","pds_august":"1","pds_september":"1","last_infoline_date_type":"2020-12-05","last_act_type":"2023-11-05","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"gdaddio@grundfos.com","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"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":"2021-12-10","last_act_type":"2021-12-10","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","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"29671","email":"bet.mail@gmail.com","first_name":"Betty","last_name":"Tran","phone":"6477856700","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01755","full_name":"Betty Tran","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"6477856700","lead_status":"Lapsed Member","new_member_date_2":"2019-04-04","pipeline_2_members_only_ast":"","individual_id":"274787","cpa_certification":"PCP","no_email_solicitation":"False","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 03 call reached voicemail, no contact made\n2026 Mar 03 voicemail reached, no contact made\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 05 call reached voicemail, no message left\n2026 Mar 09 contact not Betty, callback requested\n2026 Mar 11 voicemail reached, 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 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","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T15:06:43-04:00","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","area_code":"647","old_do_id":"AST1431","cert_status":"PENDING","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01755","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-04-02","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":"2019-10-07","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"bet.mail@gmail.com","aitm_status_called":"2026-03-18T15:16:44-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was made to the contact but went directly to voicemail without any conversation taking place.","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":"13","old_int_code":"03","number_of_calls_reached":"1","pcl_completion_date_5":"2024-08-16","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"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","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"6908","email":"unekebookkeeping@gmail.com","first_name":"Yvonne","last_name":"Chang","phone":"4036053775","orgname":"Uneke Bookkeeping","customer_acct_name":"Uneke Bookkeeping","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500273","province":"AB","full_name":"Yvonne Chang","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-02-14","lapsed_expiration_date":"2022-01-31","individual_id":"190055","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00084","time_zone":"4","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-01-31","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"01","blocnote":"May 12 2025 call back busy\r\nMay 13 2025 vm\r\nJuly 16 2025 Survey completed She is no longer in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-07-16T11:53:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","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":"It was expensive and I was not using it.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am no longer doing payroll.","hardtoparticipateevents":"No","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","pds_july":"7","paid_thru":"2022-01-31","new_member_date_2":"2012-02-06","temp_do_id_for_auto_old_do_id":"LB2500273","temp_intcode_for_auto_old_int_code":"1","pds_august":"7","phone_2":"4036053775","pds_september":"7","last_infoline_date_type":"2019-12-11","last_act_type":"2022-01-05","pcl_status":"P","pcl_completion_date":"2011-10-18","pf1_status":"P","pf1_completion_date":"2011-11-02","pf2_status":"P","pf2_completion_date":"2011-11-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-02-03","number_of_passed_courses":"4","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"unekebookkeeping@gmail.com","pcl_completion_date_5":"2016-10-18","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"5675","email":"mcamara@katimavik.org","first_name":"Mamadou","last_name":"Camara","phone":"5148680898","orgname":"Katimavik  Services Jeunesse","customer_acct_name":"Katimavik  Services Jeunesse","tags":"CSV imported, paie.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01757","province":"QC","full_name":"Mamadou Camara","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":"299491","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501662","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"16 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-16T10:54:00-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01757","temp_intcode_for_auto_old_int_code":"6","organization_id":"299490","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mcamara@katimavik.org","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9505","email":"ibiernasp@yahoo.com","first_name":"Princess","last_name":"Ibiernas","phone":"3069301895","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07300","full_name":"Princess Ibiernas","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"297685","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503198","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":"L25C07300","phone_2":"3069301895","last_act_type":"2021-08-03","pcl_status":"P","pcl_completion_date":"2021-06-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ibiernasp@yahoo.com","pcl_completion_date_5":"2026-06-21","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"9503","email":"tparker@hanwell.nb.ca","first_name":"Terri","last_name":"Parker","phone":"5064601177","orgname":"Rural Community of Hawell","customer_acct_name":"Rural Community of Hawell","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25A00033","province":"NB","full_name":"Terri Parker","language":"English","origin":"2023 lapsed Members","domain_1":"hanwell.nb.ca","lapsed_expiration_date":"2023-06-02","individual_id":"224522","area_code":"506","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00124","time_zone":"1","members_type":"AST","new_member_date_2":"2014-04-09","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-06-02","no_email_solicitation":"FALSE","pds_march":"1","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-20T10:40:00-05:00","blocnote":"19 February 2025 VM\n 20 February 2025 she is not in that role anymore","notrenewednolongerinpayroll":"Yes","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00033","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"5063668377","pds_september":"1","last_act_type":"2022-01-04","pcl_status":"P","pcl_completion_date":"2014-08-08","pf1_status":"P","pf1_completion_date":"2014-11-24","pf2_status":"P","pf2_completion_date":"2015-10-13","number_of_passed_courses":"3","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"tparker@hanwell.nb.ca","pcl_completion_date_5":"2019-08-08","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"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","latest_paid_thru":"2026-05-31"}},"seriesid":"163"}
{"contact":{"id":"10505","email":"dwainm@domartin.ca","first_name":"Duane","last_name":"Martin","phone":"6477408012","orgname":"D O Martin Professional Corp.","customer_acct_name":"D O Martin Professional Corp.","tags":"CSV imported, Bounced, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02623","province":"ON","full_name":"Duane Martin","language":"English","origin":"2023 lapsed Members","domain_1":"domartin.ca","lapsed_expiration_date":"2022-12-02","individual_id":"306230","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500786","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2022-12-02","new_member_date_2":"2021-10-18","no_email_solicitation":"FALSE","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","intcode":"06","blocnote":"Aug 25 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 voicemail reached, no contact made\n2026 May 13 reached voicemail, no conversation\n2026 May 15 voicemail reached, no human interaction\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no human answer\n2026 May 25 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A02623","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-09-02","last_act_type":"2022-09-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dwainm@domartin.ca","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:06-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately upon connection.","aitm_callsummarytitle":"Voicemail reached, no human answer","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0cae3ec0c2e1b5c1eb9723f8f3b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0cae3ec0c2e1b5c1eb9723f8f3b"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9462","email":"summerzhou2022@gmail.com","first_name":"Yuan","last_name":"Zhou","phone":"4373406001","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":"Yuan Zhou","language":"English","origin":"Lapsed Spring 2024","individual_id":"320370","region":"CDN","lead_status":"Refused","old_do_id":"L25C06389","members_type":"CAND","province":"ON","area_code":"437","time_zone":"2","phone_2":"4373406001","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":"2025-12-10T11:13:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2023-01-23","temp_do_id_for_auto_old_do_id":"L25C06389","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-03-25","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":"summerzhou2022@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\/12\/2023","latest_paid_thru":"2023-12-31"}},"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":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2507498","members_type":"CAND","province":"AB","area_code":"604","time_zone":"5","phone_2":"6047283273","pipeline_1_lapsed_members":"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":"L25C10051","temp_intcode_for_auto_old_int_code":"99","old_int_code":"2","last_act_type":"2025-05-26","date_of_renewal_identification":"","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","npi_email_temp":"tina.phan2496@yahoo.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","do_id":"L25C10051","ln_entered_date":"2026-06-02"}},"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":"2021-08-10","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","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"10647","email":"wendiiyhou@gmail.com","first_name":"Yin-Wen","last_name":"Hou","phone":"5146389230","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Yin-Wen Hou","language":"English","origin":"Lapsed Spring 2024","individual_id":"307121","region":"CDN","lead_status":"Not Relevant","old_do_id":"LB2503627","members_type":"CAND","province":"BC","area_code":"514","time_zone":"2","phone_2":"5146389230","pipeline_1_lapsed_members":"","canceldate":"2024-01-05","intcode":"99","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","pipeline_2_members_only_ast":"","paid_thru":"2026-05-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T15:19:00-04:00","new_member_date_2":"2025-05-27","temp_do_id_for_auto_old_do_id":"LB2507660","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_act_type":"2025-12-12","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2022-03-13","pf1_status":"P","pf1_completion_date":"2022-07-11","pf2_status":"F","pf2_completion_date":"2025-09-10","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"wendiiyhou@gmail.com","pcl_completion_date_5":"2027-03-13","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31"}},"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":"15","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":"15","old_do_id":"AST0630","blocnote":"tln.5 nov 2025 bv\n2026 May 08 call ended early, contact unsure who Maggie Houle is.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","canceldate":"2025-10-01","last_act_type":"2024-11-11","number_of_passed_courses":"0","old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"mhoule1994@gmail.com","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Maggie Houle to discuss the National Payroll Institute membership but the contact was unsure who Maggie was and the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call ended early - contact unsure who Maggie is","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was unsure who Maggie was and did not engage further.","initialvalue":"Other","othermemberbenefit":"Contact did not provide other reasons.","astotherreasonsnottorenew":"Contact did not recognize the name and did not continue the conversation.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d0817d35ab6ecd9ec7c6f7df74b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d0817d35ab6ecd9ec7c6f7df74b","number_of_calls_reached":"1"}},"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, TMAI","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":"15","blocnote":"Aug 13 2025 vm Fran\u00e7ais\n2026 May 08 call very brief, user speech mostly inaudible, no renewal intent expressed.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","temp_do_id_for_auto_old_do_id":"L25A02260","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and mostly inaudible from the user side. The agent attempted to clarify the user's unclear statement about \"sit and on-site\" options but did not receive a response before the call ended due to inactivity.","aitm_callsummarytitle":"Brief call with unclear user input","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"User did not provide clear information or renewal intent.","initialvalue":"Other","othermemberbenefit":"User did not specify other benefits due to inaudible speech.","old_int_code":"6","astotherreasonsnottorenew":"User's reason not clear due to inaudible speech.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1b66f8189592322870c675d5373","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1b66f8189592322870c675d5373","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"10134","email":"payroll@byrnecut.com.au","first_name":"Mandy","last_name":"Lister","phone":"6189270100","orgname":"Byrnecut Canada Limited","customer_acct_name":"Byrnecut Canada Limited","tags":"CSV imported, NPIdealed, International Phone, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Angela Elsbury","language":"English","origin":"Lapsed Spring 2024","domain_1":"byrnecut.com.au","region":"CDN","lead_status":"Not Relevant","old_do_id":"LB2506799","pipeline_1_lapsed_members":"","members_type":"CORP","date_of_renewal_identification":"2025-04-25","organization_id":"320704","individual_id":"345050","temp_do_id_for_auto_old_do_id":"LB2506799","province":"BC","extension_phone_1":"8","last_infoline_date_type":"2026-01-29","last_act_type":"2026-01-29","pipeline_2_members_only_ast":"","company_paid_thru":"2026-12-31","number_of_passed_courses":"0","paid_thru":"2026-12-31","trc":"False","wera":"False","npi_email_temp":"payroll@byrnecut.com.au","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","do_id":"","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"8642","email":"geetanjalipunj@gmail.com","first_name":"Geetanjali","last_name":"Punj","phone":"4032933449","orgname":"A.Punj Professional Coproration","customer_acct_name":"A.Punj Professional Coproration","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500278","province":"AB","full_name":"Geetanjali Punj","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"210365","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00117","time_zone":"4","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-03-02","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"May 13 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:02:00-05:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2021-12-31","new_member_date_2":"2013-01-22","temp_do_id_for_auto_old_do_id":"LB2500278","temp_intcode_for_auto_old_int_code":"6","phone_2":"4032933449","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":"2013-11-22","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"geetanjalipunj@gmail.com","pcl_completion_date_5":"2018-06-18","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"9464","email":"ashley.boudreault@hotmail.com","first_name":"Ashley","last_name":"Boudreault","phone":"7056477394","orgname":"District School Board Ontario North East","customer_acct_name":"District School Board Ontario North East","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07503","province":"ON","full_name":"Ashley Boudreault","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"292768","area_code":"705","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2500651","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":"2020-10-15","temp_do_id_for_auto_old_do_id":"L25C07503","phone_2":"7056472265","last_act_type":"2020-10-15","pcl_status":"F","pcl_completion_date":"2021-03-08","number_of_passed_courses":"0","intcode":"06","blocnote":"Nov 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:50:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"ashley.boudreault@hotmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"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","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30706","email":"menaharaja2012@gmail.com","first_name":"Menaha","last_name":"Rajaratnam","phone":"6478636261","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"319773","full_name":"Menaha Rajaratnam","members_type":"CAND","city_1":"Scarborough","province":"ON","language":"English","phone_2":"6478636261","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":"L25C00221","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"F","pf1_completion_date":"2024-12-12","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 13 2025 call back","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T10:19:00-05:00","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":"10","old_do_id":"L25C00221","npi_email_temp":"menaharaja2012@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
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{"contact":{"id":"10079","email":"juliachavezccd@gmail.com","first_name":"Julia","last_name":"Chavez","phone":"6477163883","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":"Julia Chavez","language":"English","origin":"Lapsed Spring 2024","individual_id":"321476","region":"CDN","lead_status":"Refused","old_do_id":"L25C07600","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6477163883","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"Nov 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:15:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2023-02-03","temp_do_id_for_auto_old_do_id":"L25C07600","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-03-02","pcl_status":"F","pcl_completion_date":"2023-04-02","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","npi_email_temp":"juliachavezccd@gmail.com","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-04-02","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"7153","email":"louise.larocque@firsttruck.ca","first_name":"Louise","last_name":"Larocque","phone":"2505610646","orgname":"James Western Star Truck & Trailer Ltd.","customer_acct_name":"James Western Star Truck & Trailer Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01856","full_name":"Louise Larocque","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2016-11-09","domain_1":"firsttruck.ca","individual_id":"292876","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502220","time_zone":"4","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25O01856","organization_id":"248342","members_type":"CORP","intcode":"06","blocnote":"Oct 15 2025 no louise there ask for payroll","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:19:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"louise.larocque@firsttruck.ca","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","company_paid_thru":"2021-10-31","corp_cancel_date":"2022-01-07","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"11267","email":"bibi.fabeda@gmail.com","first_name":"Bibi","last_name":"Lahashmi","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503976","full_name":"Bibi Lahashmi","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2019-10-04","lapsed_expiration_date":"2022-12-02","individual_id":"169852","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002542","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":"10","paid_thru":"2022-09-30","new_member_date_2":"2019-10-04","temp_do_id_for_auto_old_do_id":"LB2503976","temp_intcode_for_auto_old_int_code":"21","pds_august":"10","phone_2":"9053267290","pds_september":"10","last_infoline_date_type":"2017-02-23","last_act_type":"2023-02-03","pcl_status":"P","pcl_completion_date":"2010-12-23","pf1_status":"P","pf1_completion_date":"2011-04-27","pf2_status":"P","pf2_completion_date":"2011-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-04-15","number_of_passed_courses":"4","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"bibi.fabeda@gmail.com","pcl_completion_date_5":"2015-12-23","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"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":"2022-07-04","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","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"31172","email":"haynesw1@rogers.com","first_name":"David","last_name":"Gordon","phone":"4167225399","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"David Gordon, PCP","members_type":"PRO","city_1":"Toronto","province":"ON","phone_2":"4167225399","pipeline_2_members_only_ast":"","new_member_date_2":"2012-10-15","area_code":"416","time_zone":"2","language":"English","intcode":"06","pipeline_1_lapsed_members":"","individual_id":"206992","blocnote":"10 June 2025 VM  June 19 2025 vm\r\nJune 26 2025 vm","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02222","lead_status":"Not Relevant","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2505364","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2026-04-05","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":"2013-05-13","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"haynesw1@rogers.com","pcl_completion_date_5":"2018-04-25","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"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, 260522 Lapsed DEL","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","latest_paid_thru":"2023-02-28","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-27"}},"seriesid":"163"}
{"contact":{"id":"31198","email":"rathica_r@hotmail.com","first_name":"Rathica","last_name":"Karunanithy","phone":"5874369920","orgname":"","customer_acct_name":"","tags":"Zerobounce indication","ip4":"0.0.0.0","fields":{"full_name":"Rathica Karunanithy","lead_status":"Not Relevant","members_type":"PRO","city_1":"Calgary","province":"AB","phone_2":"5874369920","do_id":"","pipeline_2_members_only_ast":"","new_member_date_2":"2013-07-22","zerobounce_reason":"abuse","time_zone":"4","area_code":"587","pipeline_1_lapsed_members":"","blocnote":"Sept 2 2025 vm  Sept 8 2025 vm\r\nSept 12 2025 vm  Oct 30 2025 vm  Nov 10 2025 vm\r\nNov 17 2025 vm   Dec 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T11:02:00-05:00","intcode":"06","temp_do_id_for_auto_old_do_id":"AST1727","paid_thru":"2026-06-30","old_do_id":"AST1727","individual_id":"217125","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2013-11-05","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":"2014-02-20","cpa_certification":"PCP","last_act_type":"2025-07-02","language":"English","last_infoline_date_type":"2025-05-13","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"rathica_r@hotmail.com","pcl_completion_date_5":"2018-11-05","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30"}},"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":"2024-10-09","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","npi_email_temp":"dagmar@dinoco.de","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","old_do_id":"L25A02316","pipeline_1_lapsed_members":"Refused Lapsed","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":"01","blocnote":"Aug 13 2025 vm\r\nOct 30 2025 vm\n2026 May 08 voicemail reached, no conversation\n2026 May 08 call reached voicemail\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 contact declined renewal due to retirement","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:25-04:00","temp_do_id_for_auto_old_do_id":"L25A02316","temp_intcode_for_auto_old_int_code":"01","pds_august":"3","phone_2":"6132770636","pds_september":"3","last_infoline_date_type":"2024-04-03","last_conf_date_type":"2012-07-02","last_act_type":"2024-04-03","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","latest_paid_thru":"2022-07-31","called_by":"Tri","aitm_status_called":"2026-05-13T13:23:22-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The agent contacted Alison regarding her lapsed Associate membership with the National Payroll Institute and conducted a brief survey about her membership experience. Alison rated her satisfaction low and declined to renew, citing retirement as her reason. The call concluded politely with no further action taken.","aitm_callsummarytitle":"Membership Decline Due to Retirement","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_ddd731362f05c753b011f145666","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ddd731362f05c753b011f145666","mini_nps":"1","onesentencenotrenewed":"Contact is retired and therefore chose not to renew the membership.","initialvalue":"Help with Complex","astotherreasonsnottorenew":"Retired","old_int_code":"6","age_range":"46-60","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29252","email":"m_osadca@fanshaweonline.ca","first_name":"Michael","last_name":"Osadca","phone":"5196687295","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":"LB2506553","full_name":"Michael Osadca","members_type":"AST","city_1":"London","province":"ON","language":"English","phone_2":"5196687295","lead_status":"Refused","new_member_date_2":"2017-12-06","pipeline_2_members_only_ast":"","individual_id":"239968","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"21","blocnote":"Dec 4 2025 spoke to him last month and he said that he is not renewing his membership anymore","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:22:00-05:00","pipeline_1_lapsed_members":"Refused Lapsed","cert_status":"PENDING","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2025-11-30","temp_do_id_for_auto_old_do_id":"LB2506553","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-07-05","telemarketing_call_date":"2025-05-20","pcl_status":"P","pcl_completion_date":"2016-04-25","pf1_status":"P","pf1_completion_date":"2018-03-12","pf2_status":"P","pf2_completion_date":"2018-05-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-09-20","number_of_passed_courses":"4","trc":"False","wera":"False","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","date_of_renewal_identification":"","old_do_id":"AST1068","npi_email_temp":"m_osadca@fanshaweonline.ca","canceldate":"2026-02-03","pcl_completion_date_5":"2021-04-25","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"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, TMAI","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":"15","blocnote":"Aug 14 2025 vm\r\nLN Nov 3 2025 vm\n2026 May 08 reached voicemail\n2026 May 08 call disconnected due to inactivity before conversation started","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:06:46-04:00","phone_2":"7786824577","temp_do_id_for_auto_old_do_id":"L25A00243","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2024-02-10","last_act_type":"2024-02-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"phyuphyu.aung@uniqlo.ca","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:36:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent attempted to reach Phyu but the call was disconnected due to inactivity before any conversation or task completion.","aitm_callsummarytitle":"Call disconnected before conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2a5cb7d9642982c79207dbe120e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2a5cb7d9642982c79207dbe120e","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"11318","email":"julie.gray940@gmail.com","first_name":"Julie","last_name":"Gray","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2504074","full_name":"Julie Gray","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-07-23","lapsed_expiration_date":"2022-09-02","individual_id":"58780","members_type":"PRO","region":"CDN","lead_status":"Refused","last_engaged_date":"2025-01-30","old_do_id":"CLNPI002648","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-09-02","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"1","paid_thru":"2022-06-30","new_member_date_2":"2021-07-23","temp_do_id_for_auto_old_do_id":"LB2504074","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"6136593698","pds_september":"1","last_act_type":"2022-01-12","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"julie.gray940@gmail.com","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"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","latest_paid_thru":"2024-11-30","company_paid_thru":"2024-11-30","corp_cancel_date":"2025-02-04","company_status":"I"}},"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, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Sarina Trudel","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7809188488","lead_status":"Refused","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\n2026 May 08 reached receptionist; Sarina on maternity leave, no callback time provided.\n2026 May 11 call reached automated system, no human interaction.\n2026 May 11 contact not available, callback scheduled for Wednesday afternoon - NPI# not provided\n2026 May 13 contact on maternity leave, not renewing now but plans to renew shortly","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:49-04:00","intcode":"14","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-02T17:54:00-04:00","nationalconferenceattend":"No","pipeline_1_lapsed_members":"Refused Lapsed","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":"Not applicable","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":"14","last_infoline_date_type":"2025-06-27","last_act_type":"2025-06-27","telemarketing_call_date":"2025-10-20","old_int_code":"10","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":"L25A02904","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-13T14:31:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent contacted Sarina regarding her lapsed Associate membership with the National Payroll Institute and conducted a survey about her membership experience. Sarina indicated she was on maternity leave and not ready to renew at the moment but expressed intent to renew shortly. The call concluded with the agent thanking Sarina for her time and feedback.","aitm_callsummarytitle":"Membership renewal discussion with Sarina","notrenewedwanttorenew":"Yes","mini_nps":"4","onesentencenotrenewed":"Not ready to renew at this time due to maternity leave but plans to renew shortly.","initialvalue":"Help with Complex","astotherreasonsnottorenew":"On maternity leave","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2aef525d64558662155ffdd68ca","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2aef525d64558662155ffdd68ca","number_of_calls_reached":"2","npi_call_back_date_and_time":"2026-05-13T14:00:00-04:00","npi_call_back_time_hour":"14","npi_call_back_time_minute":"00"}},"seriesid":"163"}
{"contact":{"id":"5502","email":"johanne.cloutier@2020spaces.com","first_name":"Johanne","last_name":"Cloutier","phone":"5143324112","orgname":"Technologies 20-20 Inc.","customer_acct_name":"Technologies 20-20 Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01761","province":"QC","full_name":"Johanne Cloutier","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2013-03-15","domain_1":"2020spaces.com","attended_webinar":"No","lapsed_expiration_date":"2022-05-03","individual_id":"253332","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501578","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:29:00-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01761","temp_intcode_for_auto_old_int_code":"6","organization_id":"212632","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"johanne.cloutier@2020spaces.com","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"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","latest_paid_thru":"2023-01-31","company_paid_thru":"2018-02-28","corp_cancel_date":"2018-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31208","email":"christiane@skydivetoronto.com","first_name":"Christiane","last_name":"Krohn","phone":"7057379922","orgname":"","customer_acct_name":"","tags":"250815 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Christiane Krohn","lead_status":"Lapsed Member","members_type":"AST","city_1":"Barrie","province":"ON","phone_2":"7057379922","do_id":"L25A01727","pipeline_2_members_only_ast":"","new_member_date_2":"2011-03-30","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"5","area_code":"705","time_zone":"2","language":"English","intcode":"16","blocnote":"Aug 14 2025 number not in service\n2026-03-03 invalid phone destination, phone: +17057379922\n2026-03-03 invalid phone destination, phone: +17057379922","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"141840","old_do_id":"AST1737","cert_status":"WITHDRAWN_CPE","canceldate":"2025-06-03","pds_july":"5","paid_thru":"2025-03-31","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T15:15:21-05:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A01727","temp_intcode_for_auto_old_int_code":"16","pds_august":"5","pds_september":"5","last_infoline_date_type":"2021-02-07","last_act_type":"2025-08-09","pcl_status":"P","pcl_completion_date":"2009-04-09","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":"2012-06-11","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"christiane@skydivetoronto.com","aitm_status_called":"2026-03-03T15:25:25-05:00","number_of_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","number_of_total_call_attempts":"2","pcl_completion_date_5":"2014-04-09","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"30810","email":"letsbe@hotmail.com","first_name":"Jooa","last_name":"Lee","phone":"6047227996","orgname":"","customer_acct_name":"","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"individual_id":"328498","full_name":"Jooa Lee","members_type":"CAND","city_1":"Burnaby","province":"BC","language":"English","phone_2":"6047227996","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2026-04-20","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"L25C00278","last_act_type":"2026-04-20","pcl_status":"P","pcl_completion_date":"2024-03-27","pf1_status":"P","number_of_passed_courses":"2","intcode":"99","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:33:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","pf1_completion_date":"2025-11-15","trc":"True","wera":"False","npi_email_temp":"letsbe@hotmail.com","pcl_completion_date_5":"2029-03-27","pf2_status":"E","date_of_renewal_identification":"2026-04-21","old_int_code":"06","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"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":"2023-05-04","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","latest_paid_thru":"2023-10-31"}},"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":"2027-06-30","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":"2026-12-01","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","npi_email_temp":"manjolagjoni@yahoo.com","pcl_completion_date_5":"2015-05-10","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30"}},"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":"2022-03-10","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","latest_paid_thru":"2022-04-30"}},"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":"2022-08-02","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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
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{"contact":{"id":"31313","email":"trang.vu@scantecgpr.com","first_name":"Thu-Trang","last_name":"Vu","phone":"5872169299","orgname":"Scantec GPR Services Inc.","customer_acct_name":"Scantec GPR Services Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Thu-Trang Vu, PCP","members_type":"PRO","city_1":"Calgary","province":"AB","phone_2":"5872169299","pipeline_2_members_only_ast":"","new_member_date_2":"2018-08-22","area_code":"587","time_zone":"4","blocnote":"30 April 2025 VM\r\n05 May 2025 Info sent - she will have to check her schedule","dhmsfin_telemarketing_last_contacted_date":"2025-05-05T16:39:00-04:00","intcode":"99","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-05T16:32:00-04:00","nationalconferenceattend":"No","language":"English","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"266183","old_int_code":"11","old_do_id":"L25P02314","nonactive_reason":"AST->CAND\/PRO","lead_status":"Renewed lapsed","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2507545","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","date_of_renewal_identification":"2025-10-08","last_act_type":"2026-04-05","pcl_status":"P","pcl_completion_date":"2018-12-02","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":"2019-07-24","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"trang.vu@scantecgpr.com","pcl_completion_date_5":"2023-12-02","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
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{"contact":{"id":"5513","email":"slarocque@rimaphospitality.com","first_name":"Simon","last_name":"Larocque","phone":"5146696407","orgname":"Gestion Immobili\u00e8re Summit Inc.","customer_acct_name":"Gestion Immobili\u00e8re Summit Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01465","province":"QC","full_name":"Simon Larocque, CPA","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2019-01-15","domain_1":"rimaphospitality.com","attended_webinar":"No","lapsed_expiration_date":"2019-01-15","individual_id":"271323","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501443","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:47:00-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25O01465","temp_intcode_for_auto_old_int_code":"6","organization_id":"271321","last_infoline_date_type":"2023-02-03","last_act_type":"2024-02-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"slarocque@rimaphospitality.com","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"30757","email":"dsilva@bandstra.com","first_name":"Davi","last_name":"Silva","phone":"2508472057","orgname":"Bandstra Transportation Systems Ltd.","customer_acct_name":"Bandstra Transportation Systems Ltd.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"258991","full_name":"Davi Silva","members_type":"CORP","coidnewmbrdate":"2024-02-05","city_1":"Smithers","province":"BC","language":"English","extension_phone_1":"11109","phone_2":"6046528734","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2017-12-22","area_code":"250","time_zone":"5","date_of_renewal_identification":"2026-05-28","intcode":"99","blocnote":"15 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n04 September 2025 VM","organization_id":"334090","canceldate":"2024-02-03","paid_thru":"2027-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T22:34:00-04:00","temp_do_id_for_auto_old_do_id":"LB2505006","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_act_type":"2024-05-02","company_paid_thru":"2027-01-31","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505006","old_do_id":"L25O00639","npi_email_temp":"dsilva@bandstra.com","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"10074","email":"delchit2001@gmail.com","first_name":"Delia","last_name":"Chitoroaga","phone":"7787823253","orgname":"Simon Fraser University - Facilities Services","customer_acct_name":"Simon Fraser University - Facilities Services","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07067","province":"BC","full_name":"Delia Chitoroaga","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"212827","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500365","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":"2020-08-06","temp_do_id_for_auto_old_do_id":"L25C07067","phone_2":"6042009013","last_act_type":"2024-04-22","pcl_status":"P","pcl_completion_date":"2021-02-21","pf1_status":"F","pf1_completion_date":"2021-02-28","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"delchit2001@gmail.com","pcl_completion_date_5":"2026-02-21","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"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, TMAI","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.\n2026 May 12 - Contact unwilling to retake course at 67; requested Associate membership details sent to inahart@telus.net - NPI# not provided","last_engaged_date":"2025-05-30","pipeline_2_members_only_ast":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T16:49:05-04:00","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":"Requested Associate membership details instead of full reinstatement","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":"3","age_range":"61+","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","latest_paid_thru":"2023-10-31","thewithdrawaldate":"2024-01-05","aitm_status_called":"2026-05-12T16:49:05-04:00","number_of_call_attempts":"0","sendapplicationform":"2026-05-12T16:54:00-04:00","thewithdrawaldate_3_years":"2027-01-05","npi_transcriptsummary":"Agent contacted Ina about a lapsed Professional NPI membership; Ina said she is unwilling to retake courses at age 67 unless an exception is made, requested Associate membership details to be emailed to inahart@telus.net, and the agent sent the application form.","aitm_callsummarytitle":"Contact refused full reinstatement; requested Associate details","onesentencenotrenewed":"Not willing to retake required course at age 67 unless an exception is made.","initialvalue":"Other","prootherreasonsnottorenew":"Unwilling to retake required course at age 67; would renew only if exception granted.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Just email sent","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_209618c9b24918e65d87029bb5f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_209618c9b24918e65d87029bb5f","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"11082","email":"shehnaz.rajani3@gmail.com","first_name":"Sheynaz","last_name":"Rajani","phone":"4165588338","orgname":"Dentalcorp","customer_acct_name":"Dentalcorp","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06627","full_name":"Sheynaz Rajani, Accounting","language":"English","origin":"Lapsed Spring 2024","individual_id":"292430","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-11","old_do_id":"LB2502503","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6479786757","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","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 line busy\r\nLN Sept 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T14:08:00-04:00","paid_thru":"2023-08-31","new_member_date_2":"2020-09-11","temp_do_id_for_auto_old_do_id":"L25C06627","temp_intcode_for_auto_old_int_code":"06","old_int_code":"7","last_act_type":"2022-08-31","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2021-12-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"shehnaz.rajani3@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"29735","email":"secretarytreasurer@cupe30.ca","first_name":"Rick","last_name":"Ewashko","phone":"7804266050","orgname":"CUPE Local 30","customer_acct_name":"CUPE Local 30","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A03011","full_name":"Rick Ewashko","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7809039174","lead_status":"Lapsed Member","new_member_date_2":"2017-02-07","pipeline_2_members_only_ast":"","individual_id":"248531","no_email_solicitation":"False","pds_march":"3","area_code":"780","time_zone":"4","sendaprilemail":"Yes","sendpreexpirationemail":"2025-04-29T14:50:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-27T13:32:16-04:00","blocnote":"29 April 2025 He may attend - will check with the board\n2026 May 08 callback scheduled for Rick on May 12 at 09:00\n2026 May 12 call initiated but no conversation, contact not confirmed\n2026 May 14 contact reached Louise, Rick unavailable, callback scheduled for May 21 09:00.\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 contact not available, no callback time provided\n2026 May 25 callback scheduled for Rick on May 27 at 9 AM.\n2026 May 27 callback scheduled for Rick Ewashko at 1 PM - CUPE Local 30\n2026 May 27 call reached voicemail, no contact made\n2026 May 27 call reached voicemail of QP Local thirty Treasurer","nationalconferenceattend":"Yes","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"3","old_int_code":"10","pds_july":"3","paid_thru":"2026-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"3","temp_do_id_for_auto_old_do_id":"L25A03011","temp_intcode_for_auto_old_int_code":"06","pds_september":"3","last_infoline_date_type":"2019-10-25","last_act_type":"2025-01-31","telemarketing_call_date":"2025-04-29","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:41-05:00","pds_november":"3","npi_email_temp":"secretarytreasurer@cupe30.ca","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST0444","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-27T13:47:09-04:00","number_of_call_attempts":"4","number_of_total_call_attempts":"9","npi_call_back_date_and_time":"2026-05-25T13:00:00-04:00","npi_call_back_time_hour":"13","npi_call_back_time_minute":"00","npi_transcriptsummary":"The call was made to Rick but reached a voicemail of QP Local thirty Treasurer. No conversation with a human took place.","aitm_callsummarytitle":"Call reached voicemail, no human contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e06d67a9fce1e30578bd421a457","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e06d67a9fce1e30578bd421a457","number_of_calls_reached":"2","onesentencenotrenewed":"Contact unavailable, callback scheduled.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not available at time of call, callback scheduled.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"29780","email":"uwamariyaa8@gmail.com","first_name":"Agnes","last_name":"Uwamariya","phone":"6138524067","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2","ip4":"127.0.0.1","fields":{"full_name":"Agnes Uwamariya","members_type":"CAND","city_1":"Ottawa","province":"ON","language":"French","phone_2":"6138524067","new_member_date_2":"2024-05-21","pipeline_2_members_only_ast":"","area_code":"613","time_zone":"2","individual_id":"337906","intcode":"00","pipeline_1_lapsed_members":"Lapsed Members","nonactive_reason":"AST->CAND\/PRO","old_do_id":"LB2507579","lead_status":"Lapsed Member","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"L25C10034","temp_intcode_for_auto_old_int_code":"0","last_act_type":"2025-08-07","date_of_renewal_identification":"","pcl_status":"F","pcl_completion_date":"2025-07-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"uwamariyaa8@gmail.com","pcl_completion_date_5":"2030-07-04","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","do_id":"L25C10034","ln_entered_date":"2026-06-02"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"345116","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"31","blocnote":"May 6 2026 completed with one email sent\r\nNote: he cut me off saying he doesnt have time to speak and he will contact NPI if any he requires and help but then he agreed to receive an email with more information about the resources","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T10:40:00-04:00","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":"31","last_act_type":"2025-05-12","telemarketing_call_date":"2026-05-06","sendaigeneral":"2026-05-06T10:39:00-04:00","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":"2026-05-06T10:39:31-04:00","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","latest_paid_thru":"2026-11-30","sendaiemail":"2026-05-06T10:39:30-04:00","resourceaware":"No","resourcevisitedselfreport":""}},"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":"15","cert_status":"WITHDRAWN_CPE","pds_july":"1","paid_thru":"2025-02-28","blocnote":"14 aout 2025 bv\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call disconnected early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:56-04:00","temp_do_id_for_auto_old_do_id":"L25A01690","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","pds_september":"1","last_infoline_date_type":"2024-05-11","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","latest_paid_thru":"2025-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:56:43-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was very brief and disconnected shortly after the initial greeting without any meaningful conversation or task completion.","aitm_callsummarytitle":"Call disconnected early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d79c50865a1c227f0a1d7a2a1d4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d79c50865a1c227f0a1d7a2a1d4","old_int_code":"6"}},"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":"2021-01-02","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","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"6985","email":"llynch@jerviswebb.com","first_name":"Lisa","last_name":"Lynch","phone":"9055470411","orgname":"Jervis B. Webb Co. of Canada Ltd","customer_acct_name":"Jervis B. Webb Co. of Canada Ltd","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02281","full_name":"Lisa Lynch","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"1984-10-01","domain_1":"jerviswebb.com","individual_id":"144768","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501886","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O02281","organization_id":"6769","pds_august":"4","members_type":"CORP","pds_september":"4","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:12:00-04:00","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":"llynch@jerviswebb.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2020-12-21","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31238","email":"m.celest@ymail.com","first_name":"Celestina","last_name":"Medina","phone":"4163942950","orgname":"Yorktown Shelter for Women","customer_acct_name":"Yorktown Shelter for Women","tags":"payroll.ca visited, Member portal","ip4":"127.0.0.1","fields":{"full_name":"Celestina Medina, PCP","members_type":"PRO","city_1":"Woodbridge","province":"ON","phone_2":"6472870932","pipeline_2_members_only_ast":"","new_member_date_2":"2013-07-15","area_code":"647","time_zone":"2","language":"English","intcode":"22","pipeline_1_lapsed_members":"","individual_id":"213305","last_engaged_date":"2025-06-05","last_login_date":"2025-06-05T16:42:22-04:00","member_june":"6","blocnote":"June 17 2025 completed \r\nshe has one question: she renewed her membership. She received her receipt but didnt recive her ID card yet","sendaprilemail":"Yes","sendjuneemail":"2025-06-17T10:34:00-04:00","sendmayemail":"2025-06-17T10:34:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T10:37:00-04:00","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02258","lead_status":"Not Relevant","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2506199","temp_intcode_for_auto_old_int_code":"22","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"1","extension_phone_1":"226","old_int_code":"23","pds_september":"1","last_act_type":"2026-12-01","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2013-05-07","pf1_status":"P","pf1_completion_date":"2013-07-03","pf2_status":"P","pf2_completion_date":"2013-08-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-07-18","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"m.celest@ymail.com","pcl_completion_date_5":"2018-05-07","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30"}},"seriesid":"163"}
{"contact":{"id":"8631","email":"kona.akhter@gmail.com","first_name":"Maleka","last_name":"Akhter","phone":"8559969977","orgname":"Academy of Learning - Toronto","customer_acct_name":"Academy of Learning - Toronto","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02534","city_1":"AST","full_name":"Maleka Akhter","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2012-02-24","individual_id":"188865","area_code":"855","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502126","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-09-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2012-02-24","no_email_solicitation":"False","province":"ON","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"May 13 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 Receptionist said no one by the name Maleka works there\n2026 May 08 call reached voicemail at Academy College Franchisee Support Center, no human contact\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact with Maleka\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","paid_thru":"2020-06-30","temp_do_id_for_auto_old_do_id":"L25A02534","temp_intcode_for_auto_old_int_code":"06","phone_2":"4166909159","old_int_code":"10","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-11-02","pf1_status":"P","pf1_completion_date":"2011-11-09","pf2_status":"P","pf2_completion_date":"2011-12-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-03-05","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"kona.akhter@gmail.com","pcl_completion_date_5":"2016-11-02","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went to voicemail immediately.","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","session_id":"call_cdf2c6485dbffa9e6c113edae9f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cdf2c6485dbffa9e6c113edae9f"}},"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":"2021-01-10","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","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7677","email":"sfrittenburg@energeticservices.com","first_name":"Stephanie","last_name":"Frittenburg","phone":"2507854761","orgname":"Energetic Services Inc.","customer_acct_name":"Energetic Services Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02035","full_name":"Stephanie Frittenburg","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-08-01","domain_1":"energeticservices.com","individual_id":"278574","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502003","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-06-30","temp_do_id_for_auto_old_do_id":"L25O02035","organization_id":"278575","members_type":"CORP","last_infoline_date_type":"2020-08-01","last_act_type":"2020-08-25","intcode":"10","blocnote":"LN Oct 15 2025 away from office until Monday","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T14:35:00-04:00","temp_intcode_for_auto_old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sfrittenburg@energeticservices.com","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30","company_paid_thru":"2020-06-30","corp_cancel_date":"2020-09-02","company_status":"I"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"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","latest_paid_thru":"2020-12-31","company_paid_thru":"2020-12-31","corp_cancel_date":"2021-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7324","email":"mhubatschek@me.com","first_name":"Meghan","last_name":"Hubatschek","phone":"9058692160","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02447","full_name":"Meghan Hubatschek","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"12-f?vr-15","individual_id":"232211","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503001","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-04-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2015-02-12","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","province":"ON","time_zone":"2","paid_thru":"2021-01-31","intcode":"15","blocnote":"Aug 13 2025 vm\n2026 May 08 call reached Meghan, introduction made, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","temp_do_id_for_auto_old_do_id":"L25A02447","temp_intcode_for_auto_old_int_code":"15","phone_2":"9058692160","last_infoline_date_type":"2020-09-01","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2015-06-01","pf1_status":"P","pf1_completion_date":"2016-01-24","pf2_status":"P","pf2_completion_date":"2016-07-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-08-04","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mhubatschek@me.com","pcl_completion_date_5":"2020-06-01","formatted_paid_thru":"31\/01\/2021","latest_paid_thru":"2021-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:55-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Meghan and introduced herself, explaining the purpose of the call regarding Meghan's lapsed Associate membership with the National Payroll Institute. The call was brief and ended shortly after the introduction without further conversation or survey questions.","aitm_callsummarytitle":"Introduction and Membership Lapse Notification","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_dacd3bf288b424b6313ddf6e919","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_dacd3bf288b424b6313ddf6e919","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"11344","email":"lzehner@mii.com","first_name":"Lisa","last_name":"Zehner","phone":"3148517456","orgname":"MiTek USA","customer_acct_name":"MiTek USA","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":"L25O01588","full_name":"Lisa Zehner","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2015-10-21","domain_1":"mii.com","area_code":"314","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502766","time_zone":"3","province":"MO","members_type":"CORP","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"07","blocnote":"Mar 18 2025 line busy\r\nMar 27 2025 line busy\r\nApril 7 2025 Line busy\r\nApril 15 2025 line busy\r\nApril 24 2025 line busy\r\nMay 6 2025 line busy\r\nJuly 10 2025 line busy\r\nLN Sept 16 2025 Line busy","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T14:44:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01588","temp_intcode_for_auto_old_int_code":"7","individual_id":"294555","organization_id":"238325","last_infoline_date_type":"2022-03-05","last_act_type":"2023-07-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lzehner@mii.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"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","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":"2024-06-02","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
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{"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","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29734","email":"kerisellar@gmail.com","first_name":"Keri","last_name":"McDonald","phone":"6138042342","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, Member portal, Breaking News, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0937","full_name":"Keri McDonald","members_type":"AST","city_1":"Arnprior","province":"ON","language":"English","phone_2":"6138042342","lead_status":"Renewed APX","new_member_date_2":"2024-11-14","pipeline_2_members_only_ast":"Pre-membership expiration","last_engaged_date":"2025-05-01","late_breaking_payroll_news_march":"2","last_login_date":"2025-04-18T11:14:09-04:00","individual_id":"128516","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"2","time_zone":"2","member_april":"15","payroll_guidelines_april":"2","resources_tools_april":"2","intcode":"06","blocnote":"June 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T10:53:00-04:00","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":"AST0937","temp_intcode_for_auto_old_int_code":"06","date_of_renewal_identification":"2025-09-30","pds_september":"2","last_infoline_date_type":"2022-03-03","last_act_type":"2025-04-07","telemarketing_call_date":"2026-05-06","sendaigeneral":"2025-10-20T10:52:00-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-20T10:55:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","sendoctoberemail":"2025-10-20T18:18:25-04:00","old_int_code":"31","sendaidate":"2025-12-01T10:13:55-05:00","pcl_status":"P","pcl_completion_date":"2018-07-16","pf1_status":"F","pf1_completion_date":"2024-10-21","pf2_status":"P","pf2_completion_date":"2009-07-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-03-26","number_of_passed_courses":"3","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"kerisellar@gmail.com","pcl_completion_date_5":"2023-07-16","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29829","email":"christine.jacques@ti-films.com","first_name":"Christine","last_name":"Jacques","phone":"4506523945","orgname":"Taghleef Industries Canada Inc.","customer_acct_name":"Taghleef Industries Canada Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0653","full_name":"Christine Jacques","members_type":"AST","city_1":"Varennes","province":"QC","language":"French","phone_2":"4506522428","lead_status":"Renewed APX","new_member_date_2":"2015-03-30","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"233388","no_email_solicitation":"False","area_code":"450","time_zone":"2","intcode":"06","blocnote":"px. 11 nov 2025 bv\r\n13 nov 2025 bv\r\n18 nov 2025 bv\r\n27 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:18:00-05:00","sendpreexpirationemail":"2025-05-28T11:41:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-11-30","extension_phone_1":"5216","temp_do_id_for_auto_old_do_id":"AST0653","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2026-06-02","last_act_type":"2026-06-02","telemarketing_call_date":"2025-11-27","number_of_passed_courses":"0","date_of_renewal_identification":"2025-11-27","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:39-05:00","npi_email_temp":"christine.jacques@ti-films.com","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"26827","email":"theresa.white@beaconhall.com","first_name":"Theresa","last_name":"White","phone":"9058419122","orgname":"Beacon Hall Golf Club","customer_acct_name":"Beacon Hall Golf Club","tags":"payroll.ca visited, Unsub, Breaking News, 250205 AST Members, npiAlert12, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"city_1":"Aurora","province":"ON","phone_2":"2899260669","full_name":"Theresa White","language":"English","origin":"SPRING 2019 DM","last_engaged_date":"2025-03-27","nonactive_reason":"bounced","do_id":"AST1516","members_type":"AST","lead_status":"Renewed APX","new_member_date_2":"2020-10-29","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"294267","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T09:44:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"223","temp_do_id_for_auto_old_do_id":"AST1516","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-10-22","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":"","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","old_int_code":"99","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:36-05:00","npi_email_temp":"theresa.white@beaconhall.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"6919","email":"lhozjan@cogeco.ca","first_name":"Luella","last_name":"Hozjan","phone":"9056884300","orgname":"Stokes Seeds Ltd","customer_acct_name":"Stokes Seeds Ltd","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02513","extension_phone_1":"136","full_name":"Luella Hozjan","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"1996-07-08","individual_id":"84776","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501894","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2006-01-02","members_type":"AST","new_member_date_2":"2004-12-07","no_email_solicitation":"False","pds_march":"2","intcode":"15","blocnote":"May 12 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 24 2025 She no longer works there.\n2026 May 08 call reached voicemail, no live contact made\n2026 May 11 Unable to reach Luella through directory options, call ended without contact\n2026 May 13 call ended after unsuccessful attempts to reach Luella Hozjan through directory.\n2026 May 15 call ended after directory search, no live agent reached\n2026 May 19 call reached voicemail for Sylvie Cimbello, no live contact made\n2026 May 19 call disconnected early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:12:00-04:00","organization_id":"10987","pds_july":"2","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25A02513","temp_intcode_for_auto_old_int_code":"15","pds_august":"2","phone_2":"9058922167","old_int_code":"06","pds_september":"2","last_act_type":"2020-09-16","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"lhozjan@cogeco.ca","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31","called_by":"Tri","aitm_status_called":"2026-05-19T11:27:03-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was very brief and disconnected shortly after the agent attempted to confirm the contact's identity. No meaningful conversation or task completion occurred.","aitm_callsummarytitle":"Call disconnected early","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached through directory after multiple attempts.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not reached through directory, unable to proceed with call.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_903734fd9f2146d4c358c0d4d91","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_903734fd9f2146d4c358c0d4d91","number_of_calls_reached":"4","company_paid_thru":"2020-07-31","corp_cancel_date":"2020-10-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8736","email":"r-vy@hotmail.com","first_name":"Reena","last_name":"Melo","phone":"9056087272","orgname":"Medela Canada","customer_acct_name":"Medela Canada","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07459","province":"ON","full_name":"Reena Melo","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"294577","area_code":"815","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500696","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":"2020-11-05","temp_do_id_for_auto_old_do_id":"L25C07459","extension_phone_1":"317","phone_2":"6478027074","last_act_type":"2022-08-07","pcl_status":"P","pcl_completion_date":"2021-03-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"r-vy@hotmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"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","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"30797","email":"tammyd539@gmail.com","first_name":"Tammy","last_name":"Dack","phone":"6135448973","orgname":"Academy of Learning - Kingston","customer_acct_name":"Academy of Learning - Kingston","tags":"npiAlert12, npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"individual_id":"325798","full_name":"Tammy Dack","members_type":"CAND","city_1":"Lansdowne","province":"ON","language":"English","phone_2":"6135393968","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2024-01-17","area_code":"613","time_zone":"2","intcode":"99","blocnote":"Nov 4 2025 vm\r\nLNC Dec 11 2025 vm\r\nLNC Dec 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:51:00-05:00","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C00271","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-09-01","sendapplicationform":"2025-10-07T14:02:00-04:00","last_engaged_date":"2026-01-11","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":"Yes","npichallengesspecify":"I had a problem getting into my profile.The link for for renewal had a glitch.","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I didn't find that the site was that easy to use to get the answers to my specific questions.","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"I was hoping to call or email someone directly for answers or to get the directions on where to find answers. I found it very self driven. It was time consuming.","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","pcl_status":"P","pcl_completion_date":"2023-07-22","pf1_status":"P","pf1_completion_date":"2023-09-14","pf2_status":"P","pf2_completion_date":"2024-03-19","number_of_passed_courses":"3","onesentencenotrenewed":"","trc":"True","wera":"False","date_of_renewal_identification":"2026-01-10","npi_email_temp":"tammyd539@gmail.com","pcl_completion_date_5":"2028-07-22","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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, TMAI","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":"15","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\n2026 May 08 contact answered and conversation started - no renewal confirmed","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:47-04:00","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":"3","age_range":"Preferred not to say","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":"15","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","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent successfully reached Christine and introduced themselves as calling from the National Payroll Institute regarding her lapsed Associate membership. The call was initiated and the agent began the conversation to inquire about her membership experience.","aitm_callsummarytitle":"Initial contact with Christine about lapsed membership","notrenewedwanttorenew":"No","initialvalue":"Other","old_int_code":"1","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d95b839456993fb0f3ea0d66d59","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d95b839456993fb0f3ea0d66d59","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10582","email":"nperez@usc-canada.org","first_name":"Norbey","last_name":"Prez Borrego","phone":"6132346827","orgname":"USC Canada","customer_acct_name":"USC Canada","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01612","province":"ON","full_name":"Norbey Prez Borrego","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2007-09-18","domain_1":"usc-canada.org","lapsed_expiration_date":"2022-11-02","individual_id":"274737","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501149","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":"2025-12-11T12:56:00-05:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O01612","temp_intcode_for_auto_old_int_code":"6","organization_id":"58543","last_act_type":"2022-10-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nperez@usc-canada.org","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8548","email":"cchen@visionvoyages.ca","first_name":"Tianjiao","last_name":"Chen","phone":"5148554807","orgname":"Voyages Vision DT Quebec-Est Inc.","customer_acct_name":"Voyages Vision DT Quebec-Est Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07551","province":"QC","full_name":"Tianjiao Chen","language":"English","origin":"2023 lapsed Members","domain_1":"visionvoyages.ca","lapsed_expiration_date":"2021-12-02","individual_id":"268890","area_code":"803","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2500514","time_zone":"4","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":"2018-10-30","temp_do_id_for_auto_old_do_id":"L25C07551","pds_august":"2","phone_2":"5144495888","pds_september":"2","last_infoline_date_type":"2019-10-16","last_act_type":"2020-04-08","pcl_status":"P","pcl_completion_date":"2019-03-03","number_of_passed_courses":"1","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"cchen@visionvoyages.ca","pcl_completion_date_5":"2024-03-03","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9446","email":"kuriakosebm@gmail.com","first_name":"Betzi","last_name":"Kuriakose","phone":"9659908569","orgname":"Alshaya Group","customer_acct_name":"Alshaya Group","tags":"CSV imported, NPIdealed, International Phone","ip4":"0.0.0.0","fields":{"extension_phone_1":"0","full_name":"Betzi Kuriakose","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"303744","region":"CDN","lead_status":"Not Relevant","old_do_id":"LB2505964","pipeline_1_lapsed_members":"","canceldate":"2022-10-04","members_type":"AST","new_member_date_2":"2021-08-09","no_email_solicitation":"FALSE","time_zone":"0","province":"ON","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"LB2505964","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","last_act_type":"2021-12-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kuriakosebm@gmail.com","ln_entered_date":"2026-01-26","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"contact":{"id":"29795","email":"amelia.mclellan@gmail.com","first_name":"Amelia","last_name":"McLellan","phone":"3438034117","orgname":"Kinaxis Inc","customer_acct_name":"Kinaxis Inc","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02932","full_name":"Amelia McLellan","members_type":"AST","city_1":"Stittsville","province":"ON","language":"English","phone_2":"6138166259","lead_status":"Lapsed Member","new_member_date_2":"2019-01-18","pipeline_2_members_only_ast":"","individual_id":"271520","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","area_code":"343","time_zone":"2","intcode":"06","blocnote":"Dec 8 2025 vm  Dec 15 2025 vm\n2026 Mar 10 call reached Serenity, Amelia not available, call ended without resolution\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 call reached voicemail, no contact made\n2026 Mar 18 call reached voicemail, no conversation\n2026 Mar 18 call reached voicemail, no contact made\n2026 Mar 20 call reached voicemail, no contact made\n2026 Mar 20 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-20T15:06:48-04:00","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"1","cert_status":"PENDING","pds_july":"1","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"L25A02932","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_infoline_date_type":"2025-05-14","last_act_type":"2025-05-14","telemarketing_call_date":"2025-10-20","pcl_status":"P","pcl_completion_date":"2019-05-06","pf1_status":"P","pf1_completion_date":"2019-08-28","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-11-11","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"amelia.mclellan@gmail.com","canceldate":"2026-03-03","old_do_id":"AST0949","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","aitm_status_called":"2026-03-20T15:16:49-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"9","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","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","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"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":"6749.0","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":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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, AI Contacts sent to TM 2026","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 received a call and awaits to the next call","individual_id":"164553","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:06:00-04:00","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-05T17:33:00-04:00","nationalconferenceattend":"No","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"PENDING","old_int_code":"99","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":"06","last_act_type":"2025-12-19","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":"2026-05-06","npi_email_temp":"restrella27@gmail.com","pcl_completion_date_5":"2015-02-21","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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","latest_paid_thru":"2023-08-31"}},"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, TMAI, recall pro","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":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 not in\n2026 May 15 - no one available, reached voicemail\/gatekeeper\n2026 May 15 call reached a gatekeeper who said Diana was not home and no callback time was given\n2026 May 19 call reached voicemail, no answer\n2026 May 19 contact not available, callback requested\n2026 May 21 reached voicemail, no answer\n2026 May 21 call reached voicemail, no human answered","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:02:05-04:00","new_member_date_2":"2021-11-16","temp_do_id_for_auto_old_do_id":"L25P02489","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","phone_2":"9058372771","pds_september":"1","last_act_type":"2023-05-04","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":"03","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"dlubin19@hotmail.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","thewithdrawaldate":"2023-01-05","aitm_status_called":"2026-05-21T11:17:02-04:00","number_of_call_attempts":"1","npi_transcriptsummary":"The call reached voicemail and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no answer","notrenewedwanttorenew":"No","initialvalue":"Other","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5beb09dd18708067653cf42170d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5beb09dd18708067653cf42170d","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"11090","email":"stevestacyszyn@hotmail.com","first_name":"Steven","last_name":"Stacyszyn","phone":"2507466015","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":"LB2503437","full_name":"Steven Stacyszyn","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305340","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"CLNPI000799","members_type":"CAND","province":"BC","area_code":"250","time_zone":"5","phone_2":"2507466015","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"17 March 2025 Retired","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T18:45:00-04:00","onesentencenotrenewed":"He is retired","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-28","temp_do_id_for_auto_old_do_id":"LB2503437","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-09-28","pcl_status":"P","pcl_completion_date":"2022-02-06","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"stevestacyszyn@hotmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"7680","email":"lisa@flairbookkeeping.ca","first_name":"Lisa","last_name":"Finney","phone":"9029292865","orgname":"Flair Bookkeeping Inc.","customer_acct_name":"Flair Bookkeeping Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"city_1":"River Bennett","province":"NS","full_name":"Lisa Finney","language":"English","origin":"2023 lapsed Members","domain_1":"flairbookkeeping.ca","lapsed_expiration_date":"2021-12-02","individual_id":"293515","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-24","old_do_id":"L25C07532","time_zone":"1","pipeline_1_lapsed_members":"Refused Lapsed","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":"LB2506130","phone_2":"9029292889","last_act_type":"2020-07-10","number_of_passed_courses":"0","intcode":"21","blocnote":"Nov 7 2025 she joined the memberhsip for the courses. after that, she didnt need it anymore and she just didn't rnee ( she couldnt answer the quesitons because she never used the membership","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T08:54:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"False","wera":"False","do_id":"LB2506130","npi_email_temp":"lisa@flairbookkeeping.ca","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"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":"2026-04-05","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","npi_email_temp":"rjones@sief.sk.ca","pcl_completion_date_5":"2015-01-15","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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","latest_paid_thru":"2022-01-31","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-03-24","company_status":"I"}},"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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"8722","email":"charlashley@yahoo.ca","first_name":"Sheryl","last_name":"Darantinao","phone":"4037142130","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07516","full_name":"Sheryl Darantinao","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293471","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503129","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":"L25C07516","phone_2":"4037142130","last_act_type":"2020-06-10","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":"charlashley@yahoo.ca","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"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":"2023-12-04","last_act_type":"2023-12-04","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","latest_paid_thru":"2021-08-31","company_paid_thru":"2021-08-31","corp_cancel_date":"2021-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10042","email":"paddocan@gmail.com","first_name":"Angela","last_name":"Paddock","phone":"9028760457","orgname":"Trecan Combustion Ltd","customer_acct_name":"Trecan Combustion 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":"L25O01542","full_name":"Angela Paddock","language":"English","origin":"Lapsed Spring 2024","individual_id":"274435","area_code":"902","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502721","time_zone":"1","province":"NS","members_type":"CORP","phone_2":"9028180434","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"Mar 14 2025 She is no longer with the company","dhmsfin_telemarketing_last_contacted_date":"2025-03-14T10:12:00-04:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25O01542","old_int_code":"12","temp_intcode_for_auto_old_int_code":"16","organization_id":"107939","last_infoline_date_type":"2022-02-17","last_act_type":"2022-02-17","pcl_status":"P","pcl_completion_date":"2022-01-16","pf1_status":"P","pf1_completion_date":"2021-08-29","pf2_status":"P","pf2_completion_date":"2022-04-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"paddocan@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"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, TMAI","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":"0","blocnote":"may 20 2025 vm\r\nAug 12 2025 vm\r\nLN Nov 3 2025 vm\n2026 May 08 call reached voicemail, no contact with Kristina\n2026-05-08 invalid phone destination, phone: +19057612155","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:48-04:00","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":"08","phone_2":"4162452817","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","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:21:40-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call reached a voicemail system for P and O Development Corporation and the agent was unable to speak with the intended contact, Kristina. A message was left as the contact was not available.","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","session_id":"call_6f1ab6e16f2dbb4c6d7dbb9658e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6f1ab6e16f2dbb4c6d7dbb9658e","old_int_code":"08"}},"seriesid":"163"}
{"contact":{"id":"10161","email":"llatoure@gmail.com","first_name":"Luis","last_name":"Latoure","phone":"6475428235","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":"L25C06802","full_name":"Luis Latoure","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"308737","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503277","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6475428235","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-03-20T15:10:00-04:00","blocnote":"Nov 24 2025 completed without renewal for the meanwhile","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:45:00-05:00","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","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":"Yes","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2022-01-10","temp_do_id_for_auto_old_do_id":"L25C06802","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2022-09-01","pcl_status":"F","pcl_completion_date":"2022-05-01","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":"","careerchangespecify":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","onesentencenotrenewed":"","npi_email_temp":"llatoure@gmail.com","pcl_completion_date_5":"2027-05-01","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"8712","email":"char-wolfe@shaw.ca","first_name":"Charlette","last_name":"Wolfe","phone":"4036200738","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07330","full_name":"Charlette Wolfe","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"273412","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503131","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":"2019-02-26","temp_do_id_for_auto_old_do_id":"L25C07330","phone_2":"4036200738","last_act_type":"2021-01-30","pcl_status":"P","pcl_completion_date":"2019-05-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"char-wolfe@shaw.ca","pcl_completion_date_5":"2024-05-21","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"5629","email":"camille.baril-guerard@plombaction.com","first_name":"Camille","last_name":"Baril-Gu\u00e9rard","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":"L25O01637","province":"QC","full_name":"Camille Baril-Gu\u00e9rard","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":"291824","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501640","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"completer 25 mai 2025 ecoute difficile","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T13:19:00-04:00","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25O01637","temp_intcode_for_auto_old_int_code":"6","organization_id":"291825","last_act_type":"2022-09-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"camille.baril-guerard@plombaction.com","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31","company_paid_thru":"2022-07-31","corp_cancel_date":"2022-10-04","company_status":"I"}},"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":"2023-02-01","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","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
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{"contact":{"id":"8670","email":"lkirkey@hotmail.com","first_name":"Lori","last_name":"Kirkey","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502897","full_name":"Lori Kirkey","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-04-03","individual_id":"216780","region":"CDN","lead_status":"Refused","old_do_id":"C16393","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","paid_thru":"2020-03-31","new_member_date_2":"2014-04-03","temp_do_id_for_auto_old_do_id":"LB2502897","temp_intcode_for_auto_old_int_code":"21","phone_2":"7053458883","last_act_type":"2020-11-23","pcl_status":"P","pcl_completion_date":"2013-09-16","pf1_status":"P","pf1_completion_date":"2013-09-09","pf2_status":"P","pf2_completion_date":"2014-07-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-07-25","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"lkirkey@hotmail.com","pcl_completion_date_5":"2018-09-16","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31"}},"seriesid":"163"}
{"contact":{"id":"7577","email":"christopher@isysworks.com","first_name":"Christopher","last_name":"Clutterbuck","phone":"9052963700","orgname":"ISYS Corporation","customer_acct_name":"ISYS Corporation","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502976","full_name":"Christopher Clutterbuck","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-03-23","domain_1":"isysworks.com","individual_id":"262028","region":"CDN","lead_status":"Refused","old_do_id":"C16984","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"Retired","pipeline_2_members_only_ast":"","nonactive_reason":"Retired","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"LB2502976","province":"ON","organization_id":"262027","members_type":"CORP","last_act_type":"2019-08-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"christopher@isysworks.com","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"10108","email":"jasonjarab@hotmail.com","first_name":"Jason","last_name":"Joseph Arab","phone":"9022662722","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":"L25C06953","full_name":"Jason Joseph Arab","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305413","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503211","members_type":"CAND","province":"NS","area_code":"902","time_zone":"1","phone_2":"9022662722","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"Mar 13 2025 vm\r\nMar 20 2025 vm\r\nApril 1 2025 vm\r\nApril 9 2025 vm\r\nApril 23 2025 vm\r\nMay 6 2025 vm\r\nJuly 11 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:20:00-05:00","paid_thru":"2022-08-31","new_member_date_2":"2021-09-28","temp_do_id_for_auto_old_do_id":"L25C06953","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-09-28","pcl_status":"F","pcl_completion_date":"2022-01-16","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"05","npi_email_temp":"jasonjarab@hotmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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":"2024-07-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ivan@cranbrookhyundai.com","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","company_paid_thru":"2023-11-30","corp_cancel_date":"2024-02-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"18626","email":"finance@lipsettcartage.com","first_name":"Angela","last_name":"Evans","phone":"3065255227","orgname":"Lipsett Cartage Ltd.","customer_acct_name":"Lipsett Cartage Ltd.","tags":"Mem241017-241024, Mem241031, 250205 AST Members, NPIdealed, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"region":"CDN","lead_status":"Refused","do_id":"LREFUSED3","full_name":"Angela Evans","members_type":"AST","city_1":"RM of Sherwood","province":"SK","language":"English","phone_2":"3065707833","new_member_date_2":"2024-10-24","pipeline_2_members_only_ast":"","individual_id":"343787","no_email_solicitation":"False","area_code":"306","time_zone":"3","intcode":"21","blocnote":"13 May 2025 Not interested","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T15:20:00-04:00","pipeline_1_lapsed_members":"Refused Lapsed","notrenewedother":"Not interested","paid_thru":"2025-09-30","temp_do_id_for_auto_old_do_id":"LREFUSED3","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","canceldate":"2025-12-02","npi_email_temp":"finance@lipsettcartage.com","old_do_id":"LREFUSED","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"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","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"11032","email":"lynne.darling7282@gmail.com","first_name":"Lynne","last_name":"Darling","phone":"5192843737","orgname":"Armstrong Paving and Materials Group","customer_acct_name":"Armstrong Paving and Materials Group","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":"LB2502539","full_name":"Lynne Darling","language":"English","origin":"Lapsed Spring 2024","individual_id":"140721","area_code":"519","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"CLNPI001348","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"2269216643","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"18 March 2025- survey completed  Not happy at all with the services she got","dhmsfin_telemarketing_last_contacted_date":"2025-03-18T11:42:00-04:00","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":"just a job requirement","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"Yes","notrenewedwanttorenew":"No","npichallenges":"Yes","npichallengesspecify":"I had to take the course twice to maintain my status - she wasn't happy about it","expectationsnotmet":"Yes","expectationsnotmetspecify":"every time she called she got short answers - they just refered her to google","membershipcost":"Yes","membershipcostspecify":"yes a cost for getting nothing","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"she didn't get the help she needed or expected","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"she didn't do any of the big activities because of the cost","mini_nps":"2","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":"2023-12-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","pds_july":"6","paid_thru":"2024-09-30","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","new_member_date_2":"2020-10-29","temp_do_id_for_auto_old_do_id":"LB2502539","temp_intcode_for_auto_old_int_code":"21","pds_august":"6","pds_september":"6","last_infoline_date_type":"2023-05-16","last_conf_date_type":"2020-06-17","last_act_type":"2025-03-25","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2021-08-29","pf2_status":"P","pf2_completion_date":"2021-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-12-21","number_of_passed_courses":"4","pds_october":"6","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"6","npi_email_temp":"lynne.darling7282@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
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{"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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"9415","email":"subywyp@gmail.com","first_name":"Yanping","last_name":"Wang","phone":"6132375555","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250404 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Yanping Wang","language":"English","origin":"Lapsed Spring 2024","individual_id":"319695","region":"CDN","lead_status":"Refused","old_do_id":"L25C06484","members_type":"CAND","province":"BC","area_code":"236","time_zone":"2","phone_2":"2369881081","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"LNC Nov 4 2025 She said she has never been a member","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T10:25:00-05:00","canceldate":"2024-02-03","paid_thru":"2023-11-30","new_member_date_2":"2022-12-20","temp_do_id_for_auto_old_do_id":"L25C06484","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-03-12","pcl_status":"P","pcl_completion_date":"2023-04-09","pf1_status":"P","pf1_completion_date":"2024-02-20","number_of_passed_courses":"2","old_int_code":"16","trc":"True","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"subywyp@gmail.com","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"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":"2026-04-05","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","npi_email_temp":"gisellem.mohammed@gmail.com","pcl_completion_date_5":"2021-12-04","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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":{"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","latest_paid_thru":"2025-05-31"}},"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","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","latest_paid_thru":"2024-12-31"}},"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, TMAI","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","members_type":"AST","time_zone":"4","lead_status":"Refused","new_member_date_2":"2020-04-06","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"287363","canceldate":"2023-06-02","no_email_solicitation":"FALSE","intcode":"01","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T12:06:42-04:00","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\n2026 May 08 call reached voicemail at All About Bookkeeping\n2026 May 11 reached voicemail at All About Bookkeeping\n2026 May 13 contact declined to discuss membership renewal.","province":"AB","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00077","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2022-11-04","last_act_type":"2022-11-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shelley@allaboutbookkeeping.ca","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-13T12:06:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called Shelley Gilbert regarding her lapsed Associate membership with the National Payroll Institute. Shelley declined to continue the conversation and did not wish to answer any questions.","aitm_callsummarytitle":"Membership Renewal Declined","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_d1e001f7ba0ce6c41df40ebc805","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d1e001f7ba0ce6c41df40ebc805","mini_nps":"3","onesentencenotrenewed":"Contact declined to discuss membership renewal.","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00077","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10607","email":"dominique.germana@gmail.com","first_name":"Dominique","last_name":"Germana","phone":"5148008695","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":"L25C06599","full_name":"Dominique Germana","language":"English","origin":"Lapsed Spring 2024","individual_id":"316441","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503691","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5148008695","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:47:00-05:00","old_int_code":"08","paid_thru":"2023-08-31","new_member_date_2":"2022-09-07","temp_do_id_for_auto_old_do_id":"L25C06599","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2023-01-09","number_of_passed_courses":"1","blocnote":"LNC \/ 06 November 2025 Wrong number","trc":"True","wera":"False","npi_email_temp":"dominique.germana@gmail.com","pcl_completion_date_5":"2028-01-09","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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, 260522 Lapsed DEL","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":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","area_code":"450","time_zone":"2","intcode":"99","blocnote":"14 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T10:12:00-04:00","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"L25O00623","temp_intcode_for_auto_old_int_code":"99","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":"2025-02-06","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":"30\/04\/2027","latest_paid_thru":"2027-04-30","date_of_renewal_identification":"2026-05-28","old_int_code":"6","company_paid_thru":"2027-04-30","corp_cancel_date":"2025-03-04","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"31196","email":"asees07@hotmail.com","first_name":"Kashmir","last_name":"Kahlon","phone":"2897888448","orgname":"","customer_acct_name":"","tags":"npiAlert13, TMAI","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":"15","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\n2026 May 13 - reached voicemail; no contact.\n2026 May 13 - Reached voicemail; no human answer\n2026 May 15 - Reached voicemail; no human contact.\n2026 May 15 - Contact answered: \"Speaking.\"","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T09:36:45-04:00","age_range":"Preferred not to say","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":"N\/A - no interaction","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":"15","cert_status":"WITHDRAWN","cpa_certification":"PCP","date_of_renewal_identification":"","old_int_code":"06","last_act_type":"2026-02-02","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","latest_paid_thru":"2025-08-31","thewithdrawaldate":"2025-11-04","aitm_status_called":"2026-05-15T09:51:42-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent called asking to speak with Kashmir and the contact confirmed they were speaking; the call ended shortly after with no further conversation.","aitm_callsummarytitle":"Reached contact briefly","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Voicemail reached, no response.","initialvalue":"Other","prootherreasonsnottorenew":"Voicemail reached, no reason provided","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6a301e0bc529f6718dad455283e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6a301e0bc529f6718dad455283e","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5627","email":"cbigras@consortiummr.com","first_name":"Marie-Lisa","last_name":"Lebel","phone":"5143286060","orgname":"Les Constructions Raymond et Fils Inc.","customer_acct_name":"Les Constructions Raymond et Fils Inc.","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":"L25O02239","province":"QC","extension_phone_1":"246","full_name":"Marie-Lisa Lebel","language":"French","origin":"FTMF24","explicit_consent_date":"2020-07-08","domain_1":"consortiummr.com","attended_webinar":"No","lapsed_expiration_date":"2022-09-02","individual_id":"290214","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501639","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T13:11:00-04:00","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25O02239","temp_intcode_for_auto_old_int_code":"6","organization_id":"290199.0","last_act_type":"2020-07-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cbigras@consortiummr.com","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"seriesid":"163"}
{"contact":{"id":"10086","email":"jason.allen@troncm.com","first_name":"Jason","last_name":"Allen, Cpa-Cma","phone":"3066524989","orgname":"Tron Power Inc.","customer_acct_name":"Tron Power Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00261","province":"SK","full_name":"Jason Allen, CPA-CMA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2006-01-23","domain_1":"troncm.com","lapsed_expiration_date":"2023-03-02","individual_id":"283369","area_code":"306","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO01021","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":"2025-12-15T10:20:00-05:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00261","temp_intcode_for_auto_old_int_code":"6","organization_id":"98645","phone_2":"3066496114","last_infoline_date_type":"2020-01-20","last_act_type":"2023-02-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jason.allen@troncm.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
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{"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":{"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":"2026-02-02","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","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
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{"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","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"10144","email":"tlevia@shaw.ca","first_name":"Tracy","last_name":"Levia","phone":"4038372822","orgname":"Carlisle Management Inc","customer_acct_name":"Carlisle Management Inc","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":"L25P02414","full_name":"Tracy Levia","language":"English","origin":"Lapsed Spring 2024","individual_id":"232992","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502476","time_zone":"4","province":"AB","members_type":"PRO","phone_2":"4038372822","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","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 1 2025 vm\r\nJuly 10 2025 vm\r\nLN Sept 16 2025 vm\n2026 May 25 call reached voicemail\n2026 May 25 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:07-04:00","pds_july":"3","paid_thru":"2024-01-31","new_member_date_2":"2019-02-19","temp_do_id_for_auto_old_do_id":"L25P02414","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","pds_september":"3","last_infoline_date_type":"2022-06-07","last_act_type":"2024-01-07","pcl_status":"P","pcl_completion_date":"2015-06-15","pf1_status":"P","pf1_completion_date":"2015-12-14","pf2_status":"P","pf2_completion_date":"2016-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-05-30","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"3","npi_email_temp":"tlevia@shaw.ca","pcl_completion_date_5":"2020-06-15","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-25T13:22:05-04:00","number_of_call_attempts":"2","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","session_id":"call_2002eb17cd0ef0bbe0d8214cef3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2002eb17cd0ef0bbe0d8214cef3","number_of_total_call_attempts":"2","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"7666","email":"services79@hotmail.com","first_name":"Reyna","last_name":"C. Robleto","phone":"4167444100","orgname":"Latino Financial Services Inc.","customer_acct_name":"Latino Financial Services Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02552","full_name":"Reyna C. Robleto","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-06-06","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502025","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"276744","canceldate":"2020-08-05","members_type":"AST","new_member_date_2":"2019-06-06","no_email_solicitation":"False","intcode":"06","blocnote":"12 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 - call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call went to voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"L25A02552","temp_intcode_for_auto_old_int_code":"6","phone_2":"6477664430","last_act_type":"2019-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"services79@hotmail.com","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_9144341e9a0ab756e995500c6b8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9144341e9a0ab756e995500c6b8","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"28763","email":"ksatterfield0910@gmail.com","first_name":"Kelsey","last_name":"Satterfield","phone":"7787608645","orgname":"First West Credit Union","customer_acct_name":"First West Credit Union","tags":"250205 AST Members, inPipeline2, npiAlert3","ip4":"127.0.0.1","fields":{"full_name":"Kelsey Satterfield, Non-NPI","members_type":"CAND","city_1":"Vicotria","province":"BC","language":"English","new_member_date_2":"2024-11-27","pipeline_2_members_only_ast":"","individual_id":"344873","no_email_solicitation":"False","area_code":"778","time_zone":"5","intcode":"06","blocnote":"13 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T16:48:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"LB2505949","nonactive_reason":"AST->CAND\/PRO","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C08591","temp_intcode_for_auto_old_int_code":"6","organization_id":"353433","phone_2":"7787608645","last_infoline_date_type":"2025-09-09","last_act_type":"2026-03-24","pcl_status":"P","pcl_completion_date":"2025-07-02","pf1_status":"F","pf1_completion_date":"2025-10-22","number_of_passed_courses":"1","date_of_renewal_identification":"","trc":"True","wera":"False","do_id":"L25C08591","canceldate":"2026-01-06","npi_email_temp":"ksatterfield0910@gmail.com","pcl_completion_date_5":"2030-07-02","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"2026-05-04","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":"02","blocnote":"May 4 2026 completed with renewal ( sent both emails for renewal and webinar)","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T12:25:00-04:00","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":"02","last_infoline_date_type":"2022-06-04","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","latest_paid_thru":"2026-05-31","mini_nps":"5","testimonial":"N\/A","renewal_refusal_reasons":"","old_int_code":"6","sendpreexpirationemail":"2026-05-04T12:24:00-04:00","sendapxapplicationform":"2026-05-04T12:24:00-04:00","member_may":"5"}},"seriesid":"163"}
{"contact":{"id":"9473","email":"topraise2@gmail.com","first_name":"Taiwo","last_name":"Oladeji","phone":"4372425615","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250807 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07185","full_name":"Taiwo Oluwatoyin Oladeji","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"301570","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503458","members_type":"CAND","province":"ON","area_code":"437","time_zone":"2","phone_2":"5852032753","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"16","blocnote":"wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:52:00-05:00","paid_thru":"2022-04-30","notrenewedother":"Phone cannot be recovered","old_int_code":"08","new_member_date_2":"2021-05-21","temp_do_id_for_auto_old_do_id":"L25C07185","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2021-06-18","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"topraise2@gmail.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"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":"253133.0","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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"7300","email":"melanie.bakos@gmail.com","first_name":"Melanie","last_name":"Bakos","phone":"4372478937","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02424","full_name":"Melanie Bakos, CPA, CA","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"10-juin-20","individual_id":"289462","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503011","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-08-04","members_type":"AST","new_member_date_2":"2020-06-10","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","paid_thru":"2021-05-31","intcode":"15","blocnote":"Aug 13 2025 vm\n2026 May 08 call started, agent introduced purpose, call ended early without survey or renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","temp_do_id_for_auto_old_do_id":"L25A02424","temp_intcode_for_auto_old_int_code":"15","phone_2":"4372478937","last_infoline_date_type":"2020-08-21","last_act_type":"2020-08-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"melanie.bakos@gmail.com","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:55-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Melanie and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. 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":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e45ff3fbfe15f32446dd0a2cb3f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e45ff3fbfe15f32446dd0a2cb3f","number_of_calls_reached":"1"}},"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":"2022-05-12","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","latest_paid_thru":"2023-11-30"}},"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":"2025-07-05","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","latest_paid_thru":"2025-06-30"}},"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":"2025-06-08","pcl_status":"P","pcl_completion_date":"2024-01-30","pf1_status":"P","pf1_completion_date":"2024-03-28","pf2_status":"P","pf2_completion_date":"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","npi_email_temp":"gayathri3757@gmail.com","pcl_completion_date_5":"2029-01-30","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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":"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":"2024-08-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"driley@deangroup.ca","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"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":"9398","email":"tkirbyson@quantumlifecycle.com","first_name":"Tara","last_name":"Kirbyson","phone":"7057251919","orgname":"Quantum Lifecycle Partners LP","customer_acct_name":"Quantum Lifecycle Partners LP","tags":"CSV imported, NPIdealed, WR250521, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Tara Kirbyson","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2007-10-16","domain_1":"quantumlifecycle.com","lapsed_expiration_date":"2022-12-02","area_code":"705","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2500946","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"May 20 2025 vm ext 3318?\r\nAug 5 2025 She said they already renewed.","dhmsfin_telemarketing_last_contacted_date":"2025-08-05T16:00:00-04:00","coidnewmbrdate":"2014-05-25","city_1":"Barrie","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","organization_id":"122935","individual_id":"208303","old_int_code":"13","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2507512","temp_intcode_for_auto_old_int_code":"99","pds_august":"7","pds_september":"7","last_infoline_date_type":"2025-06-20","last_act_type":"2025-06-20","company_paid_thru":"2027-04-30","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","pds_november":"7","do_id":"LB2507512","npi_email_temp":"tkirbyson@quantumlifecycle.com","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","corp_cancel_date":"2022-12-02","company_status":"A"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"309262","no_email_solicitation":"False","area_code":"705","time_zone":"2","intcode":"06","blocnote":"Apr 30 2026 vm  May 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T09:55:00-04:00","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":"AST1483","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-12-12","telemarketing_call_date":"2026-05-22","number_of_passed_courses":"0","trc":"False","wera":"False","date_of_renewal_identification":"2025-12-18","old_int_code":"99","npi_email_temp":"samantha@outofthered.ca","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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, TMAI","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":"06","blocnote":"Aug 13 2025 not in call 4pm Alberta time\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 call reached voicemail, contact not available\n2026 May 11 call reached voicemail, contact not available\n2026 May 11 call reached voicemail, contact not available\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no conversation\n2026 May 15 contact not available, callback scheduled for 5 PM\n2026 May 15 voicemail reached, no human contact\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no conversation\n2026 May 19 call reached voicemail or unavailable party","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T16:12:18-04:00","temp_do_id_for_auto_old_do_id":"L25A02327","temp_intcode_for_auto_old_int_code":"06","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","latest_paid_thru":"2022-06-30","called_by":"Tri","aitm_status_called":"2026-05-19T16:27:02-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"11","npi_transcriptsummary":"The call was answered by voicemail or an unavailable party, and the agent was unable to speak with the intended contact.","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","session_id":"call_64247aa6da371b02c1253a4b3c6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_64247aa6da371b02c1253a4b3c6","number_of_calls_reached":"1","npi_call_back_date_and_time":"2026-05-15T17:00:00-04:00","npi_call_back_time_hour":"17","npi_call_back_time_minute":"00","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"5541","email":"alupien@prevost-architectural.com","first_name":"Alexandre","last_name":"Lupien","phone":"4506588771","orgname":"A. & D. Prevost Inc","customer_acct_name":"A. & D. Prevost Inc","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01480","province":"QC","full_name":"Alexandre Lupien","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2001-04-15","domain_1":"prevost-architectural.com","attended_webinar":"No","lapsed_expiration_date":"2001-04-15","individual_id":"265588","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2025-01-14","old_do_id":"LB2501457","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"25 juin 2025 n'est plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T10:48:00-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25O01480","temp_intcode_for_auto_old_int_code":"16","organization_id":"45931","last_infoline_date_type":"2024-06-02","last_act_type":"2024-06-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"alupien@prevost-architectural.com","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","company_paid_thru":"2023-11-30","corp_cancel_date":"2024-02-03","company_status":"I"}},"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":"2022-12-04","last_act_type":"2023-02-01","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","latest_paid_thru":"2022-07-31"}},"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","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7280","email":"tripps31@yahoo.com","first_name":"Brett","last_name":"Smith","phone":"2506861107","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":"L25C07023","full_name":"Brett Smith","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503463","members_type":"CAND","province":"BC","area_code":"250","time_zone":"5","phone_2":"2506861107","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\n07 April 2025 VM\r\n05 May 2025 VM\r\n04 September 2025 VM\r\nLN \/ 08 December 2025 VM","paid_thru":"2022-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:48:00-05:00","new_member_date_2":"2021-09-10","temp_do_id_for_auto_old_do_id":"L25C07023","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-10-09","pcl_status":"P","pcl_completion_date":"2021-12-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"tripps31@yahoo.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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, TMAI","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":"15","blocnote":"Oct 16 2025 vm  Oct 31 2025 vm\n2026 May 08 call started with introduction but ended early - no further interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:31-04:00","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":"15","last_infoline_date_type":"2026-12-05","last_act_type":"2026-12-05","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","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:30-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Heather 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 questions.","aitm_callsummarytitle":"Brief introduction call ended early","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_219d84136d41c53ddfed5b893d8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_219d84136d41c53ddfed5b893d8","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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","latest_paid_thru":"2023-02-28"}},"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":"2018-02-08","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","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7682","email":"sguevara@grahambros.com","first_name":"Sandra","last_name":"Guevara","phone":"9054531200","orgname":"Graham Bros Construction Ltd.","customer_acct_name":"Graham Bros Construction Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01878","full_name":"Sandra Guevara","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2016-09-26","domain_1":"grahambros.com","individual_id":"247240","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502168","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25O01878","organization_id":"247238","pds_august":"1","phone_2":"4165262480","members_type":"CORP","pds_september":"1","last_act_type":"2019-09-18","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T14:40:00-04:00","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":"sguevara@grahambros.com","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31","company_paid_thru":"2021-08-31","corp_cancel_date":"2021-11-02","company_status":"I"}},"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, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A03065","full_name":"Todd Chickee","members_type":"AST","city_1":"Windsor","province":"ON","language":"English","phone_2":"5195645139","lead_status":"Lapsed Member","new_member_date_2":"2017-03-24","pipeline_2_members_only_ast":"","sendpreexpirationemail":"2026-05-06T14:51:00-04:00","blocnote":"May 4 2026 vm\r\nMay 6 2026 Survey completed send email and testimonial.\n2026 May 08 contact Todd Chickee answered and started survey","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","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":"2026-05-08","individual_id":"251530","no_email_solicitation":"False","pds_march":"2","area_code":"519","time_zone":"2","intcode":"15","resources_tools_may":"1","old_int_code":"02","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":"L25A03065","temp_intcode_for_auto_old_int_code":"15","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":"We are very satisfied with NPI. We can find the information that we need on payroll. It is a great resource. They have excellent services.","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","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST0252","renewal_refusal_reasons":"","sendapxapplicationform":"2026-05-06T14:52:00-04:00","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:00-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent successfully reached Todd Chickee and introduced the purpose of the call regarding his lapsed Associate membership with the National Payroll Institute. The agent began the survey by asking the first question about the initial value of membership. The call ended shortly after the first question was asked.","aitm_callsummarytitle":"Started membership renewal survey with Todd","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c6a8cfbd5faa446337df116dba4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c6a8cfbd5faa446337df116dba4","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8609","email":"kim.macleod@theedge.ca","first_name":"Kimberly","last_name":"MacLeod","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502880","full_name":"Kimberly MacLeod","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2001-08-15","domain_1":"theedge.ca","individual_id":"19593","region":"CDN","lead_status":"Refused","old_do_id":"C16373","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-10-02","province":"NT","cpa_certification":"CPM","cert_status":"WITHDRAWN","time_zone":"4","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-07-31","new_member_date_2":"2001-08-15","temp_do_id_for_auto_old_do_id":"LB2502880","temp_intcode_for_auto_old_int_code":"21","phone_2":"8674462634","last_conf_date_type":"2007-07-03","last_act_type":"2020-12-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kim.macleod@theedge.ca","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31"}},"seriesid":"163"}
{"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":"260522 Lapsed DEL","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":"2026-05-28","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","latest_paid_thru":"2026-08-31","company_status":"A"}},"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","latest_paid_thru":"2021-06-30"}},"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","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"9474","email":"sunethchinthakasc@gmail.com","first_name":"Suneth","last_name":"Kankanamge","phone":"4379298548","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":"LB2502290","full_name":"Suneth Chinthaka Mallika Kankanamge","language":"English","origin":"Lapsed Spring 2024","individual_id":"316481","area_code":"437","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000995","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"4372174538","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","intcode":"06","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 8 2025 call back","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T13:36:00-04:00","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":"LB2502290","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-05-01","old_int_code":"21","pcl_status":"F","pcl_completion_date":"2023-01-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sunethchinthakasc@gmail.com","pcl_completion_date_5":"2028-01-20","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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","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":"2024-03-01","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"5612","email":"kevin.pineault@alphonsebernard.ca","first_name":"Kevin","last_name":"Pineault","phone":"4183647471","orgname":"MNP, SENCRL\/s.R.L.","customer_acct_name":"MNP, SENCRL\/s.R.L.","tags":"CSV imported, 250217 Lapsed, NPIdealed, 250903 Update AST from Mem Portal","ip4":"0.0.0.0","fields":{"do_id":"L25C09441","province":"QC","full_name":"Kevin Pineault","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2020-02-13","domain_1":"alphonsebernard.ca","attended_webinar":"No","lapsed_expiration_date":"2023-04-04","individual_id":"285686","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","old_do_id":"AST1625","members_type":"CAND","new_member_date_2":"2025-02-28","pipeline_1_lapsed_members":"Lapsed Members","nonactive_reason":"CAND\/PRO\/CORP->AST","city_1":"Carleton-sur-Mer","date_of_renewal_identification":"","pipeline_2_members_only_ast":"","no_email_solicitation":"False","intcode":"0","sendjulyemail":"2025-07-09T14:50:00-04:00","blocnote":"AI. 15 oct 2025 bv\r\ncompl\u00e9ter 21 oct 2025 envoie 1 courriel","sendmayemail":"2025-10-21T11:26:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","dhmsfin_telemarketing_last_contacted_date":"2025-10-21T11:26:00-04:00","full_name_2":" ","paid_thru":"2026-02-28","extension_phone_1":"227","phone_2":"4183182368","temp_do_id_for_auto_old_do_id":"L25C09441","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-10-31","last_act_type":"2025-10-31","telemarketing_call_date":"2025-10-21","sendaigeneral":"2025-10-21T11:23:00-04:00","sendoctoberemail":"2025-10-21T11:23:37-04:00","sendaidatefr":"2025-10-21T11:23:38-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","pf1_status":"F","pf1_completion_date":"2022-11-27","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"AST->CAND","npi_email_temp":"kevin.pineault@alphonsebernard.ca","ln_entered_date":"2026-04-02","old_int_code":"31","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02"}},"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, TMAI","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":"16","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\n2026 May 08 call reached automated system, no human contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25A02336","temp_intcode_for_auto_old_int_code":"16","phone_2":"8076213349","last_infoline_date_type":"2021-12-02","last_act_type":"2021-09-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"scott@vmscpa.ca","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:58-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was answered by an automated system with menu options and did not reach the intended human contact, Scott. The agent ended the call after encountering the automated response.","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","session_id":"call_f85b3cb769d671ebedae20497a4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f85b3cb769d671ebedae20497a4","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30781","email":"lethe14@yahoo.com","first_name":"Israt","last_name":"Zahan","phone":"6393175967","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321033","full_name":"Israt Zahan","members_type":"CAND","city_1":"Saskatoon","province":"SK","language":"English","phone_2":"6393175967","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-25","time_zone":"3","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00262","last_act_type":"2024-09-02","pcl_status":"P","pcl_completion_date":"2023-05-25","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 10 2025 Survey completed Maybe will become a member again when she gets a job.","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T17:10:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","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":"I have not received a job yet.","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 though I would have had more networking help so I could get a job.","membershipcost":"Yes","membershipcostspecify":"The cost of membership.","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"More networking help.","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"More networking support and help with payroll software.","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"01","npi_email_temp":"lethe14@yahoo.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00262","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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":"2024-08-12","last_conf_date_type":"2014-06-17","last_act_type":"2024-08-12","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","latest_paid_thru":"2025-10-31"}},"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":"2021-12-02","last_act_type":"2022-03-08","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","latest_paid_thru":"2022-12-31"}},"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","latest_paid_thru":"2020-03-31"}},"seriesid":"163"}
{"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":"2024-12-02","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","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"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","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"18138","email":"freschettes@gmail.com","first_name":"Samantha","last_name":"Freschette","phone":"4035074808","orgname":"Town of Olds","customer_acct_name":"Town of Olds","tags":"Fixed deal, 250205 AST Members, NPIdealed, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"full_name":"Samantha Freschette","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-02-16","lapsed_expiration_date":"2021-06-11","individual_id":"235252","region":"CDN","lead_status":"Not Relevant","members_type":"PRO","city_1":"Bowden","province":"AB","phone_2":"4033489949","new_member_date_2":"2024-06-19","pipeline_2_members_only_ast":"","canceldate":"2021-06-11","no_email_solicitation":"False","pds_march":"1","area_code":"403","time_zone":"4","blocnote":"Dec 4 2025 vm  Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T13:04:00-05:00","intcode":"06","nationalconferenceattend":"No","nationalconferencenotattendreason":"Other","nationalconferencenotattendreasonother":"already has all the information and wont like to receive more emails","pipeline_1_lapsed_members":"","pds_may":"1","sendpreexpirationemail":"2025-06-12T16:01:00-04:00","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":"Yes","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","testimonial":"","othermemberbenefit":"","pds_july":"1","paid_thru":"2027-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0481","temp_intcode_for_auto_old_int_code":"6","pds_september":"1","last_infoline_date_type":"2026-10-03","last_conf_date_type":"2023-06-06","last_act_type":"2026-09-04","telemarketing_call_date":"2025-12-17","pcl_status":"P","pcl_completion_date":"2023-11-27","pf1_status":"P","pf1_completion_date":"2024-12-18","pf2_status":"P","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-03-04","number_of_passed_courses":"4","pds_october":"1","cert_status":"ACTIVE","pf2_completion_date":"2025-11-18","trc":"True","wera":"True","sendaidate":"2025-12-01T10:13:42-05:00","last_engaged_date":"2025-12-01","cpa_certification":"PCP","pds_november":"1","npi_email_temp":"freschettes@gmail.com","pcp_we":"APPROVED","old_do_id":"AST0481","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"seriesid":"163"}
{"contact":{"id":"5571","email":"liboironlucie@gmail.com","first_name":"Lucie","last_name":"Liboiron","phone":"5144532279","orgname":"Sanivac","customer_acct_name":"Sanivac","tags":"CSV imported, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Lucie Liboiron","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2018-10-26","attended_webinar":"No","lapsed_expiration_date":"2023-01-05","individual_id":"268857","time_zone":"2","area_code":"514","region":"QC","lead_status":"Not Relevant","last_engaged_date":"2024-12-16","old_do_id":"LB2506086","members_type":"CORP","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T11:26:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2506086","temp_intcode_for_auto_old_int_code":"99","organization_id":"321917","pds_august":"5","phone_2":"5147943566","old_int_code":"6","pds_september":"5","last_infoline_date_type":"2021-05-02","last_act_type":"2024-12-07","company_paid_thru":"2027-01-31","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"liboironlucie@gmail.com","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"7426","email":"nazorif1031@gmail.com","first_name":"Riffat","last_name":"Ali","phone":"5873538383","orgname":"Goodwill","customer_acct_name":"Goodwill","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02460","full_name":"Riffat Ali","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"23-d?c-14","individual_id":"211771","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-25","old_do_id":"LB2502993","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-02-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2014-12-23","no_email_solicitation":"FALSE","pds_march":"1","cert_status":"WITHDRAWN_CPE","province":"AB","time_zone":"4","pds_july":"1","paid_thru":"2020-11-30","intcode":"16","blocnote":"Aug 13 2025 vm\n2026-05-08 invalid phone destination, phone: +15873538383\n2026-05-08 invalid phone destination, phone: +15873538383","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","temp_do_id_for_auto_old_do_id":"L25A02460","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"5873538383","pds_september":"1","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-04-29","pf1_status":"P","pf1_completion_date":"2013-05-06","pf2_status":"P","pf2_completion_date":"2013-05-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-12-23","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"nazorif1031@gmail.com","pcl_completion_date_5":"2018-04-29","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:26:48-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","old_int_code":"08","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_e915fa01a9cfb7126f13622f922","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e915fa01a9cfb7126f13622f922"}},"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, TMAI","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":"10","blocnote":"Aug 13 2025 vm\r\nOct 30 2025 vm\n2026 May 08 contact not home, callback scheduled in about an hour","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:36-04:00","temp_do_id_for_auto_old_do_id":"L25A02531","temp_intcode_for_auto_old_int_code":"10","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","latest_paid_thru":"2020-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:36-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Kundan but was informed he was not home. The agent asked for a better time to call back, and the contact suggested calling back in about an hour. The agent ended the call with a plan to call again later.","aitm_callsummarytitle":"Callback Scheduled for Kundan","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_eb7ce59d2eed3d89edf0c858ee7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_eb7ce59d2eed3d89edf0c858ee7","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"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":"2026-02-26","number_of_passed_courses":"0","date_of_renewal_identification":"","trc":"False","wera":"False","npi_email_temp":"groovey142@msn.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"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","latest_paid_thru":"2022-11-30"}},"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","latest_paid_thru":"2022-07-31","company_paid_thru":"2022-07-31","corp_cancel_date":"2022-10-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9416","email":"azelleochoa@gmail.com","first_name":"Azelle","last_name":"Ochoa","phone":"2049421773","orgname":"CDI College - Winnipeg Campus","customer_acct_name":"CDI College - Winnipeg Campus","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":"Azelle Ochoa","language":"English","origin":"Lapsed Spring 2024","individual_id":"312825","area_code":"204","region":"CDN","lead_status":"Refused","old_do_id":"L25C06519","time_zone":"3","province":"MB","members_type":"CAND","phone_2":"4315565905","pipeline_1_lapsed_members":"Refused Lapsed","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":"2025-12-16T12:44:00-05:00","canceldate":"2024-01-05","paid_thru":"2023-10-31","new_member_date_2":"2022-11-11","temp_do_id_for_auto_old_do_id":"LB2504443","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2022-02-11","last_act_type":"2022-11-11","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2023-02-06","pf2_status":"P","pf2_completion_date":"2022-11-09","number_of_passed_courses":"3","onesentencenotrenewed":"","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","do_id":"LB2504443","npi_email_temp":"azelleochoa@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"11300","email":"gurjit0186@gmail.com","first_name":"Gurjit","last_name":"Bajwa","phone":"6045919232","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, 250815 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Gurjit Bajwa","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2013-02-12","lapsed_expiration_date":"2023-04-04","individual_id":"195500","members_type":"PRO","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25P02485","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-04-04","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"5","pds_july":"1","paid_thru":"2023-01-31","intcode":"21","blocnote":"Aug 13 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T14:01:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"16","new_member_date_2":"2013-02-12","temp_do_id_for_auto_old_do_id":"LB2505305","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"6045919232","pds_september":"1","last_infoline_date_type":"2018-12-21","last_act_type":"2023-03-07","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2012-04-04","pf1_status":"P","pf1_completion_date":"2012-04-26","pf2_status":"P","pf2_completion_date":"2012-05-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-01-16","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","do_id":"LB2505305","npi_email_temp":"gurjit0186@gmail.com","pcl_completion_date_5":"2017-04-04","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"5584","email":"erickaivo@gmail.com","first_name":"Ericka","last_name":"Poma Yzaguirre","phone":"4506188130","orgname":"Deloitte","customer_acct_name":"Deloitte","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Ericka Poma Yzaguirre","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2014-09-11","attended_webinar":"No","lapsed_expiration_date":"2014-09-11","individual_id":"228686","time_zone":"2","area_code":"450","region":"QC","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"L25A02216","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","cpa_certification":"SCP","new_member_date_2":"2014-09-11","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"01","blocnote":"23 avril 2025 ss rep\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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 contact answered and refused to renew membership","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:49-04:00","pipeline_2_members_only_ast":"","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A02216","temp_intcode_for_auto_old_int_code":"01","phone_2":"5143497072","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2015-02-06","pf1_status":"P","pf1_completion_date":"2017-08-21","pf2_status":"P","pf2_completion_date":"2015-11-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-03-10","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"erickaivo@gmail.com","pcl_completion_date_5":"2020-02-06","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:26:42-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Ericka and informed her about her lapsed Associate membership with the National Payroll Institute. Ericka indicated she no longer wishes to continue, and the agent acknowledged her response before the call ended abruptly.","aitm_callsummarytitle":"Membership Lapse - Refusal to Renew","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_7a08cfa43fce8b1a489421509a3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7a08cfa43fce8b1a489421509a3","onesentencenotrenewed":"Ericka no longer wishes to continue her membership.","old_int_code":"6","date_of_renewal_identification":""}},"seriesid":"163"}
{"contact":{"id":"9424","email":"roop.92@live.com","first_name":"Kanwal","last_name":"Kaur","phone":"5199683632","orgname":"SSP Truck Line INC","customer_acct_name":"SSP Truck Line INC","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed PRO, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P00038","province":"ON","extension_phone_1":"204","full_name":"Kanwal Roop Kaur","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"272011","area_code":"519","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETP00224","time_zone":"2","members_type":"PRO","canceldate":"2023-03-02","new_member_date_2":"2019-01-25","pipeline_1_lapsed_members":"Refused Lapsed","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"may 20 2025 vm  Aug 12 2025 vm\r\nLN Nov 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-03T13:34:00-05:00","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":"L25P00038","temp_intcode_for_auto_old_int_code":"6","phone_2":"6479075715","last_act_type":"2025-04-24","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":"2019-11-08","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"roop.92@live.com","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"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":"Pre-membership expiration","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":"2025-02-05","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","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16"}},"seriesid":"163"}
{"contact":{"id":"11100","email":"shezanie.irfannagariya@gmail.com","first_name":"Shezanie","last_name":"Nagariya","phone":"6476174090","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":"Shezanie Nagariya","language":"English","origin":"Lapsed Spring 2024","individual_id":"320065","region":"CDN","lead_status":"Refused","last_engaged_date":"2025-01-20","old_do_id":"L25C06433","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6476174090","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 Survey completed.","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T14:08:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2023-01-16","temp_do_id_for_auto_old_do_id":"L25C06433","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-04-03","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","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":"Changed career.","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"Sometimes there difficulties with the teaching in the webinars.","engagingstrategiesspecify":"More help from NPI when have problems with how course is being taught.","mini_nps":"4","age_range":"18 to 30 years","selfpayrollproficiency":"Native","old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"shezanie.irfannagariya@gmail.com","pcl_completion_date_5":"2028-04-23","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"10567","email":"lyzza12@yahoo.com","first_name":"Flordeliza","last_name":"Martus","phone":"7808051130","orgname":"East West College","customer_acct_name":"East West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07282","province":"AB","full_name":"Flordeliza Martus","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"299537","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500144","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":"2021-03-29","temp_do_id_for_auto_old_do_id":"L25C07282","phone_2":"7808051130","last_act_type":"2021-03-28","pcl_status":"P","pcl_completion_date":"2021-06-21","pf1_status":"P","pf1_completion_date":"2021-08-22","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"lyzza12@yahoo.com","pcl_completion_date_5":"2026-06-21","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"10548","email":"lynette.griffith@alinkconsultingllc.com","first_name":"Lynette","last_name":"Griffith","phone":"4703848425","orgname":"Alink Consulting LLC","customer_acct_name":"Alink Consulting LLC","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502812","province":"GA","full_name":"Lynette Griffith","language":"English","origin":"2023 lapsed Members","domain_1":"alinkconsultingllc.com","lapsed_expiration_date":"2023-03-02","individual_id":"308875","region":"US","lead_status":"Refused","old_do_id":"8","time_zone":"2","members_type":"CAND","area_code":"470","phone_2":"4702556586","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 17 2025 vm  Mar 25 2025 vm  April 2 2025 vm  April 9 2025 vm  April 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T10:57:00-04:00","canceldate":"2023-03-02","intcode":"21","paid_thru":"2022-12-31","new_member_date_2":"2022-01-13","temp_do_id_for_auto_old_do_id":"LB2502812","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-01","pcl_status":"F","pcl_completion_date":"2022-05-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lynette.griffith@alinkconsultingllc.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"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":"2026-04-23","last_act_type":"2026-04-23","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","npi_email_temp":"abbywychan@yahoo.ca","pcl_completion_date_5":"2030-03-07","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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":"2022-02-03","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","latest_paid_thru":"2023-02-28"}},"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, TMAI","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":"0","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm\n2026-05-08 invalid phone destination, phone: +14162679484\n2026-05-08 invalid phone destination, phone: +14162679484","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","temp_do_id_for_auto_old_do_id":"L25A02243","temp_intcode_for_auto_old_int_code":"08","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","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:20-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","old_int_code":"08","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_2205f67f8b1afc2be0d3a22f87a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2205f67f8b1afc2be0d3a22f87a"}},"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, npiAlert20, 251126 testimonials update, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"May 4 2026 completed without renewal ( she is not in payroll anymore )","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T11:16:00-04:00","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":"yes","value_career":"yes","value_promote_payroll":"yes","value_discount_program":"yes","time_zone":"2","area_code":"905","othermemberbenefit":"no","intcode":"01","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":"01","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":"","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","latest_paid_thru":"2026-03-31","renewal_refusal_reasons":"No longer in payroll (e.g., Retired\/changed career\/No longer working in payroll\/Left Canada)"}},"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":"2025-09-12","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","latest_paid_thru":"2025-10-31"}},"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":"2022-07-09","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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"9478","email":"k_nelson@telus.net","first_name":"Karen","last_name":"Nelson","phone":"2504980149","orgname":"Casorso & Co","customer_acct_name":"Casorso & Co","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P00010","province":"BC","full_name":"Karen Nelson","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"189926","area_code":"250","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00083","time_zone":"5","members_type":"PRO","canceldate":"2023-02-02","new_member_date_2":"2011-11-25","pipeline_1_lapsed_members":"Refused Lapsed","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":"2025-12-11T14:22:00-05:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"3","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25P00010","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","phone_2":"2504980149","pds_september":"3","last_act_type":"2023-03-05","pcl_status":"P","pcl_completion_date":"2012-06-20","pf1_status":"P","pf1_completion_date":"2012-09-17","pf2_status":"P","pf2_completion_date":"2013-05-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-01-15","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"k_nelson@telus.net","pcl_completion_date_5":"2017-06-20","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"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":"2021-09-12","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","latest_paid_thru":"2022-11-30"}},"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","latest_paid_thru":"2025-07-31"}},"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, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Brenda John","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-08-14","area_code":"888","region":"CDN","lead_status":"Refused","old_do_id":"L25A02507","time_zone":"2","pipeline_1_lapsed_members":"Refused Lapsed","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":"01","blocnote":"May 13 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 24 2025 vm\n2026 May 08 call reached voicemail, no message left\n2026 May 08 contact is retired and does not want to renew membership","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:16-04:00","pds_july":"20","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25A02507","temp_intcode_for_auto_old_int_code":"01","pds_august":"20","phone_2":"6472046997","pds_september":"20","last_infoline_date_type":"2020-01-05","last_conf_date_type":"2006-06-06","last_act_type":"2020-01-05","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","latest_paid_thru":"2020-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:45-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Brenda to discuss her lapsed Associate membership with the National Payroll Institute. Brenda informed the agent that she is retired and no longer needs the membership. The call ended shortly after with Brenda declining to renew.","aitm_callsummarytitle":"Contact Declines Renewal Due to Retirement","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7245dd753382715479639d24ac5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7245dd753382715479639d24ac5","onesentencenotrenewed":"The contact is retired and no longer needs the membership.","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":""}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"298577","canceldate":"2023-05-02","no_email_solicitation":"False","area_code":"226","time_zone":"2","intcode":"06","blocnote":"Apr 30 2026 vm  May 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T10:07:00-04:00","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":"2026-05-22","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","latest_paid_thru":"2026-10-31"}},"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":"260522 Lapsed DEL","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":"LB2505876","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","npi_email_temp":"kgogo@igpc.ca","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","do_id":"","company_status":"A"}},"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":"2026-04-05","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","npi_email_temp":"jillianne.lever@gmail.com","pcl_completion_date_5":"2019-10-10","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"10619","email":"shirly.prosser@ecacs16.ab.ca","first_name":"Shirly","last_name":"Prosser","phone":"7808423992","orgname":"East Central Alberta Catholic Separate School Division","customer_acct_name":"East Central Alberta Catholic Separate School Division","tags":"CSV imported, DELETE, 250217 Lapsed, Lapsed Renewed, NPIdealed, 250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Shirly Prosser","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2008-01-30","domain_1":"ecacs16.ab.ca","lapsed_expiration_date":"2023-03-02","area_code":"780","lead_status":"Renewed Lapsed","last_engaged_date":"2024-11-08","old_do_id":"L25O00235","time_zone":"4","members_type":"CORP","organization_id":"7504","coidnewmbrdate":"2025-02-14","city_1":"Wainwright","found":"DO4 Email","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-05-28","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-02-18T11:07:00-05:00","blocnote":"Jan 8 2025 survey completed\n 18 February 2025 They just renewed","extension_phone_1":"1105","individual_id":"298569","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2507218","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2021-02-26","company_paid_thru":"2027-01-31","number_of_passed_courses":"0","old_int_code":"1","trc":"False","wera":"False","do_id":"LB2507218","npi_email_temp":"shirly.prosser@ecacs16.ab.ca","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","corp_cancel_date":"2023-03-02","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"8680","email":"chamini.haggalle@gmail.com","first_name":"Chamini","last_name":"Haggalle","phone":"8009089917","orgname":"The Edge Benefits Inc.","customer_acct_name":"The Edge Benefits Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed PRO, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P00034","province":"ON","extension_phone_1":"263","full_name":"Chamini Haggalle","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"261282","area_code":"844","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00212","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":"06","blocnote":"May 13 2025 vm\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T16:18:00-05:00","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":"L25P00034","temp_intcode_for_auto_old_int_code":"06","phone_2":"6478285537","old_int_code":"21","last_infoline_date_type":"2019-12-09","last_act_type":"2023-07-31","pcl_status":"P","pcl_completion_date":"2018-07-08","pf1_status":"P","pf1_completion_date":"2019-01-04","pf2_status":"P","pf2_completion_date":"2019-04-15","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","npi_email_temp":"chamini.haggalle@gmail.com","pcl_completion_date_5":"2023-07-08","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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","latest_paid_thru":"2021-09-30"}},"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","latest_paid_thru":"2022-07-31"}},"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, TMAI","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":"15","blocnote":"May 12 2025 The receptionist said she is not at that location and she does not have another number for her.\n2026 May 08 call reached school board office, no contact with Denise.\n2026 May 11 call reached general voicemail at reception, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call attempted but no clear conversation; user response inaudible.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:30-04:00","paid_thru":"2019-11-30","temp_do_id_for_auto_old_do_id":"L25A02612","temp_intcode_for_auto_old_int_code":"15","phone_2":"6048989409","last_act_type":"2019-12-06","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","latest_paid_thru":"2019-11-30","called_by":"Tri","aitm_status_called":"2026-05-13T13:08:30-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent attempted to reach Denise but was unable to have a clear conversation as the user response was inaudible and the call ended shortly after.","aitm_callsummarytitle":"Unsuccessful call attempt to Denise","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear response or interest expressed due to inaudible speech and short call.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"06","astotherreasonsnottorenew":"No clear reason provided due to inaudible speech.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_91936612420081d290b5c39dc59","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_91936612420081d290b5c39dc59","number_of_calls_reached":"2"}},"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, TMAI","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":"16","blocnote":"may 22 2025 vm  Sept 5 2025 vm\n2026 May 08 contact informed Mary Thompson retired and no longer works at the Village of Amor","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:46-04:00","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":"16","pds_august":"15","phone_2":"6044618084","pds_september":"15","last_infoline_date_type":"2018-10-12","last_act_type":"2021-03-05","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","latest_paid_thru":"2022-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called the Village of Amor to reach Mary Thompson regarding her National Payroll Institute membership. The receptionist, Michelle, informed the agent that Mary Thompson no longer works there and has retired, and no new contact information was available. The call ended politely after this information was provided.","aitm_callsummarytitle":"Contact retired, no new info","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Mary Thompson retired and no longer works at the Village of Amor.","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5118763e6e30c040b788c0b51d8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5118763e6e30c040b788c0b51d8","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5604","email":"marie-josee.levac@aeromotion.ca","first_name":"Marie-Jos\u00e9e","last_name":"Levac","phone":"5142991006","orgname":"A\u00e9romotion Canada (6161286 Canada Inc.)","customer_acct_name":"A\u00e9romotion Canada (6161286 Canada Inc.)","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O00033","province":"QC","full_name":"Marie-Jos\u00e9e Levac","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2019-12-06","domain_1":"aeromotion.ca","attended_webinar":"No","lapsed_expiration_date":"2023-02-02","individual_id":"304940","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETO00532","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-02-28T13:38:37-05:00","phone_2":"5142991006","email2":"neil.hache@aeromotion.ca","blocnote":"15 1 25 SONDAGE FAIT\n 18 February 2025 Someone in French should call 19 2 25 BV 20 2 25 BV 28 2 25 BV","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00033","temp_intcode_for_auto_old_int_code":"6","organization_id":"283619","last_act_type":"2023-01-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"marie-josee.levac@aeromotion.ca","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"Renewed APX","new_member_date_2":"2017-03-10","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"155800","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"778","time_zone":"5","intcode":"99","blocnote":"May 12 2026 completed with membership already renewed\r\nMay 13th update again\r\nMay 15th update\r\nMay 15th new update 15:50:25 with int code 13","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:50:00-04:00","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN_CPE","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1127","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-08-05","telemarketing_call_date":"2026-05-15","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\/2027","latest_paid_thru":"2027-04-30","mini_nps":"5","testimonial":"N\/A","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-12T12:29:00-04:00","date_of_renewal_identification":"2026-05-13","old_int_code":"13"}},"seriesid":"163"}
{"contact":{"id":"18604","email":"dupuisc@aircreebec.ca","first_name":"Caroline","last_name":"Dupuis","phone":"8198258375","orgname":"Air Creebec Inc.","customer_acct_name":"Air Creebec Inc.","tags":"paie.ca visited, Mem241024, 250205 AST Members, NPIdealed, inPipeline2, 250903 Update AST from Mem Portal, npiAlert20, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0411","individual_id":"343183","full_name":"Caroline Dupuis","members_type":"AST","city_1":"Val-d'Or","province":"QC","phone_2":"5146688492","found":"company (man.)","lead_status":"Renewed APX","origin":"FALL 2015, FALL 2015 DM","language":"French","new_member_date_2":"2024-10-08","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","no_email_solicitation":"False","area_code":"819","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-09-30","blocnote":"22 mai 2026 bv","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T11:34:00-04:00","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":"","sendpreexpirationemail":"2025-09-09T11:15:00-04:00","last_engaged_date":"2025-09-09","temp_do_id_for_auto_old_do_id":"AST0411","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-01-10","date_of_renewal_identification":"2025-10-09","telemarketing_call_date":"2026-05-22","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:41-05:00","npi_email_temp":"dupuisc@aircreebec.ca","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"29318","email":"iccoffice7@gmail.com","first_name":"Rajinder","last_name":"Banger","phone":"6045970991","orgname":"ICC Best Services Inc.","customer_acct_name":"ICC Best Services Inc.","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01966","full_name":"Rajinder Banger","members_type":"AST","city_1":"Surrey","province":"BC","language":"English","phone_2":"6045974617","lead_status":"Lapsed Member","new_member_date_2":"2023-06-19","pipeline_2_members_only_ast":"","individual_id":"326250","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"16","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-20T16:21:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T18:41:46-05:00","blocnote":"20 May 2025 Completed\n2026 Mar 03 callback scheduled for Rajinder at 18:30\n2026 Mar 03 call reached automated system, no human interaction","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"08","paid_thru":"2025-05-31","old_do_id":"AST0078","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01966","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-10-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"iccoffice7@gmail.com","aitm_status_called":"2026-03-03T18:41:46-05:00","number_of_call_attempts":"0","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 an outbound attempt to reach a contact but was answered by an automated system or gatekeeper message, and the agent did not reach a human before the call ended.","aitm_callsummarytitle":"Call reached automated system, no human interaction","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"9475","email":"ashleydude_03@yahoo.com","first_name":"Hazelyn","last_name":"Concepcion","phone":"7808078728","orgname":"Bfs","customer_acct_name":"Bfs","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07056","province":"AB","full_name":"Hazelyn Concepcion","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"303656","area_code":"780","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500163","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":"2021-08-06","temp_do_id_for_auto_old_do_id":"L25C07056","phone_2":"7808078728","last_act_type":"2021-05-08","pcl_status":"P","pcl_completion_date":"2021-10-24","pf1_status":"P","pf1_completion_date":"2022-01-02","pf2_status":"P","pf2_completion_date":"2022-03-06","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ashleydude_03@yahoo.com","pcl_completion_date_5":"2026-10-24","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"contact":{"id":"8718","email":"mayonamendros@yahoo.com.ph","first_name":"Mayona","last_name":"Mendros","phone":"4034830131","orgname":"Global College of Business And Technology","customer_acct_name":"Global College of Business And Technology","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06981","province":"AB","full_name":"Mayona Mendros","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304828","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500179","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":"2021-09-08","temp_do_id_for_auto_old_do_id":"L25C06981","phone_2":"4034830131","last_act_type":"2021-07-09","pcl_status":"P","pcl_completion_date":"2022-01-02","pf1_status":"P","pf1_completion_date":"2022-04-05","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"mayonamendros@yahoo.com.ph","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"30724","email":"d.biggins@sasktel.net","first_name":"Darlene","last_name":"Biggins","phone":"3063475506","orgname":"3sHealth (Health Shared Services Saskatchewan)","customer_acct_name":"3sHealth (Health Shared Services Saskatchewan)","tags":"npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"182703","full_name":"Darlene Biggins, CPA, CMA","members_type":"CORP","coidnewmbrdate":"2020-01-31","city_1":"SASKATOON","province":"SK","language":"English","phone_2":"3062213797","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"306","time_zone":"3","blocnote":"15 April 2025 Not the right number - this is the number for the public library and he wouldn't give me another number","dhmsfin_telemarketing_last_contacted_date":"2025-04-15T16:37:00-04:00","intcode":"99","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O05069","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2504843","old_int_code":"11","last_infoline_date_type":"2022-03-17","last_conf_date_type":"2022-06-08","last_act_type":"2026-09-02","company_paid_thru":"2027-02-28","date_of_renewal_identification":"","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"L25O05069","npi_email_temp":"d.biggins@sasktel.net","ln_entered_date":"2026-05-27","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"31254","email":"mariel.ortiz.88@gmail.com","first_name":"Mariel","last_name":"Ortiz","phone":"2048991682","orgname":"Grainger","customer_acct_name":"Grainger","tags":"250620 phone cannot be recovered, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Mariel Ortiz, PLP","members_type":"CORP","city_1":"Winnipeg","province":"MB","phone_2":"2048991682","pipeline_2_members_only_ast":"","new_member_date_2":"2024-08-13","area_code":"204","time_zone":"3","language":"English","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"248522","pds_may":"1","cert_status":"ACTIVE","blocnote":"11 June 2025 VM\r\nJune 19 2025 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T11:25:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"16","canceldate":"2025-10-01","nonactive_reason":"AST->CAND\/PRO","pds_july":"1","cpa_certification":"CPM","paid_thru":"2026-07-31","old_do_id":"LB2506297","lead_status":"Refused","temp_do_id_for_auto_old_do_id":"LB2506297","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","date_of_renewal_identification":"","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_september":"1","last_infoline_date_type":"2025-09-19","last_conf_date_type":"2023-07-12","last_act_type":"2026-04-05","organization_id":"354036","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2017-03-12","pf1_status":"P","pf1_completion_date":"2018-07-03","pf2_status":"P","pf2_completion_date":"2018-06-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-12-11","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"","npi_email_temp":"mariel.ortiz.88@gmail.com","pcl_completion_date_5":"2022-03-12","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"11248","email":"al.versi@gmail.com","first_name":"Alkarim","last_name":"Versi","phone":"4166152960","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02264","full_name":"Alkarim Versi","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2015-01-08","lapsed_expiration_date":"2023-03-02","individual_id":"231292","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504018","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","new_member_date_2":"2015-01-08","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","paid_thru":"2022-12-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call ended quickly, contact not available.\n2026 May 11 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, contact not available\n2026 May 13 call reached voicemail, contact not available\n2026 May 13 call went to voicemail, no contact made.\n2026 May 15 call reached voicemail, contact not available\n2026 May 15 call reached voicemail, contact not available\n2026 May 19 call reached contact but they were not available to talk.\n2026 May 19 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T15:12:02-04:00","temp_do_id_for_auto_old_do_id":"L25A02264","temp_intcode_for_auto_old_int_code":"06","phone_2":"4166152960","last_act_type":"2022-12-01","pcl_status":"P","pcl_completion_date":"2015-05-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-11-23","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"al.versi@gmail.com","pcl_completion_date_5":"2020-05-04","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-19T15:27:01-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"10","npi_transcriptsummary":"The call was not answered by the intended contact and went to voicemail. The agent was unable to speak with the user as they were not available.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6c169c963010dc3e03768307c17","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6c169c963010dc3e03768307c17","onesentencenotrenewed":"Contact was not available and did not engage in conversation.","old_int_code":"03","number_of_calls_reached":"1","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact did not answer the call and left a voicemail.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"28732","email":"andygcpp@gmail.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, TMAI, APX Contacts Sent to TM 2026","ip4":"127.0.0.1","fields":{"do_id":"L25A03064","full_name":"Andrew Garboden","members_type":"AST","city_1":"Kent","province":"WA","language":"English","phone_2":"2063493426","lead_status":"Lapsed Member","new_member_date_2":"2023-03-09","pipeline_2_members_only_ast":"","individual_id":"322469","no_email_solicitation":"False","area_code":"206","time_zone":"5","intcode":"02","blocnote":"May 22 2026 Survey completed -sent webinar and application emails.\r\nMay 4 2026 vm\r\nMay 6 2026 vm\r\nMay 13 2026 vm\r\nMay 20 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T12:12:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25A03064","temp_intcode_for_auto_old_int_code":"02","last_engaged_date":"2026-05-22","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":"06","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:29-05:00","npi_email_temp":"andygcpp@gmail.com","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","old_do_id":"AST0504","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:33-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to reach Andrew, but it went to voicemail where Andy Garbull answered instead. No further conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e85d64da381cfd79a04c219b100","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e85d64da381cfd79a04c219b100","notrenewedwanttorenew":"No","mini_nps":"5","testimonial":"NA","renewal_refusal_reasons":"","regular_email_change_date":"2026-05-22T12:10:32-04:00","npi_email_2":"agarboden1@trueblue.com","sendapxapplicationform":"2026-05-22T12:10:00-04:00","sendpreexpirationemail":"2026-05-22T12:11:00-04:00"}},"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","latest_paid_thru":"2025-03-31"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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","latest_paid_thru":"2026-08-31","company_status":"A"}},"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, TMAI","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":"0","blocnote":"22 May 2025 Unable to reach\n2026 May 15 - Reached corporate IVR repeatedly; no human answered\n2026-05-15 invalid phone destination, phone: +16139240108","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T09:45:13-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25P00037","temp_intcode_for_auto_old_int_code":"08","phone_2":"6135999600","last_act_type":"2023-05-04","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","latest_paid_thru":"2022-10-31","thewithdrawaldate":"2023-01-05","aitm_status_called":"2026-05-15T10:01:42-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Outbound call reached automated Canopy Growth\/Spectrum Therapeutics IVR menu; multiple menu digits were pressed but no human was reached and the call ended after 4m50s.","aitm_callsummarytitle":"Reached IVR, no human answer","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; no renewal discussion.","initialvalue":"Other","othermemberbenefit":"Not provided","old_int_code":"08","prootherreasonsnottorenew":"No interaction; not provided","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_78b2296a6d84fc800957b07e032","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_78b2296a6d84fc800957b07e032","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"28695","email":"alexandrarestrepo_1@hotmail.com","first_name":"Alexandra","last_name":"Restrepo","phone":"4389264657","orgname":"Magnus Poirier","customer_acct_name":"Magnus Poirier","tags":"250205 AST Members, NPIdealed, inPipeline2, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"individual_id":"345242","full_name":"Alexandra Restrepo","members_type":"CAND","city_1":"Blainville","province":"QC","phone_2":"4389264657","origin":"SPRING 2019 SW","found":"DO4 Company","region":"QC","lead_status":"Lapsed Member","language":"French","new_member_date_2":"2024-12-06","pipeline_2_members_only_ast":"","no_email_solicitation":"False","area_code":"438","time_zone":"2","intcode":"0","pipeline_1_lapsed_members":"Lapsed Members","sendjulyemail":"2025-07-09T15:11:00-04:00","blocnote":"Old NPI ID#266798","sendmayemail":"2025-07-09T15:11:00-04:00","email2":"","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-07-09T15:11:00-04:00","full_name_2":" ","old_int_code":"31","paid_thru":"2025-11-30","temp_do_id_for_auto_old_do_id":"L25C08577","temp_intcode_for_auto_old_int_code":"0","onesentencenotrenewed":"AST->CAND","last_act_type":"2024-06-12","pcl_status":"F","pcl_completion_date":"2025-06-30","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"L25C08577","old_do_id":"LB2504212","date_of_renewal_identification":"","npi_email_temp":"alexandrarestrepo_1@hotmail.com","canceldate":"2026-02-03","pcl_completion_date_5":"2030-06-30","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"8672","email":"georgepaje412@yahoo.com","first_name":"George","last_name":"Paje","phone":"4034547009","orgname":"Wastwest College","customer_acct_name":"Wastwest College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07457","province":"AB","full_name":"George Paje","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295548","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500125","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":"L25C07457","phone_2":"7809947990","last_act_type":"2020-03-12","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":"georgepaje412@yahoo.com","pcl_completion_date_5":"2026-02-21","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact with Sylvia\n2026 May 13 call went to voicemail, no contact made.\n2026 May 13 call reached voicemail after brief interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail after brief interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:47-04:00","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","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:24-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Sylvia, but it 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","session_id":"call_081efd93a2a56d164db17c1c61b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_081efd93a2a56d164db17c1c61b","mini_nps":"3","onesentencenotrenewed":"No conversation occurred as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine other benefits.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say"}},"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":"2021-03-06","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","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"contact":{"id":"7609","email":"s.mitton@brokerforce.ca","first_name":"Stephen","last_name":"Mitton","phone":"4164942696","orgname":"Brokerforce Insurance Inc.","customer_acct_name":"Brokerforce Insurance Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02061","extension_phone_1":"118","full_name":"Stephen Mitton","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-05-09","domain_1":"brokerforce.ca","individual_id":"275887","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501834","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25O02061","organization_id":"275886","members_type":"CORP","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T14:24:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"s.mitton@brokerforce.ca","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","company_paid_thru":"2020-04-30","corp_cancel_date":"2020-07-03","company_status":"I"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"May 4 2026 vm\r\nMay 6 2026  vm\r\nMay 13 2026 vm\r\nMay 19 2026 vm\r\nMay 21 2026 vm\r\nMay 25 2026 vm\r\nMay 28 2026 vm\r\nJune 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T15:57:00-04:00","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":"2026-03-18","last_act_type":"2026-03-18","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","latest_paid_thru":"2026-03-31"}},"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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"29273","email":"ssperduti@farbergroup.com","first_name":"Sandy","last_name":"Sperduti","phone":"4164963736","orgname":"A Farber & Partners Inc.","customer_acct_name":"A Farber & Partners Inc.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1349","full_name":"Sandy Sperduti","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"2020-07-06","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"290081","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"31","blocnote":"May 1 2026 vm\r\nMay 25 2026 survey completed Resource email .","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:11:00-04:00","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"","sendpreexpirationemail":"2025-07-10T14:46:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2027-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST1349","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-10-29","last_conf_date_type":"2025-06-18","last_act_type":"2026-12-05","telemarketing_call_date":"2026-05-25","number_of_passed_courses":"0","sendaigeneral":"2026-05-25T13:11:00-04:00","sendoctoberemail":"2025-10-31T10:07:23-04:00","sendaidate":"2026-05-25T13:11:34-04:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-31T10:08:00-04:00","testimonialagree":"No","testimonialrefusal":"","old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"ssperduti@farbergroup.com","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","resourceaware":"No","resourcevisitedselfreport":"","sendaiemail":"2026-05-25T13:11:34-04:00"}},"seriesid":"163"}
{"contact":{"id":"10058","email":"dee.sharma@trimarkps.ca","first_name":"Dee","last_name":"Sharma","phone":"6048070216","orgname":"Trimark People Solutions","customer_acct_name":"Trimark People Solutions","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O00216","province":"BC","full_name":"Dee Sharma, CPHR","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2022-03-31","domain_1":"trimarkps.ca","lapsed_expiration_date":"2023-05-02","individual_id":"311653","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00842","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T17:54:09-04:00","blocnote":"07 January 2025 VM\n  08 January 2025 VM\n  09 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 VM\n 26 March 2025 VM","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00216","temp_intcode_for_auto_old_int_code":"6","organization_id":"311654","last_act_type":"2023-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dee.sharma@trimarkps.ca","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7393","email":"admin@innisfailgolf.ca","first_name":"Meagan","last_name":"Carlson","phone":"4032273444","orgname":"Innisfail Golf Association Ltd.","customer_acct_name":"Innisfail Golf Association Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"city_1":"INNISFAIL","province":"AB","full_name":"Meagan Carlson","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-01-06","domain_1":"innisfailgolf.ca","lapsed_expiration_date":"2022-10-04","individual_id":"304240","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"L25C07089","time_zone":"4","members_type":"CAND","phone_2":"4038441685","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC \/ 06 November 2025 Completed","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T15:30:00-05:00","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":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","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":"2022-10-04","paid_thru":"2022-07-31","new_member_date_2":"2021-08-24","temp_do_id_for_auto_old_do_id":"LB2504174","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-08-23","pcl_status":"F","pcl_completion_date":"2022-02-06","number_of_passed_courses":"0","othermemberbenefit":"","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","npichallengesspecify":"","expectationsnotmetspecify":"","npivaluenotdeliveredspecify":"","careerchangespecify":"","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":"LB2504174","npi_email_temp":"admin@innisfailgolf.ca","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"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","latest_paid_thru":"2020-07-31","company_paid_thru":"2020-07-31","corp_cancel_date":"2020-10-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"28714","email":"shelly@swatmaps.com","first_name":"Shelly","last_name":"Samson","phone":"3068749225","orgname":"Croptimistic Technology","customer_acct_name":"Croptimistic Technology","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1251","full_name":"Shelly Samson","members_type":"AST","city_1":"Naicam","province":"SK","language":"English","phone_2":"3068747523","lead_status":"Renewed APX","last_engaged_date":"2026-05-11","new_member_date_2":"2019-01-18","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"271541","no_email_solicitation":"False","pds_march":"2","area_code":"306","time_zone":"3","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-13T15:37:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-04-30T18:39:00-04:00","blocnote":"April 30 2026 Would like AI email","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"2","old_int_code":"99","pds_july":"2","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"8","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST1251","temp_intcode_for_auto_old_int_code":"31","pds_september":"2","last_infoline_date_type":"2021-08-12","last_conf_date_type":"2024-06-19","last_act_type":"2026-09-02","telemarketing_call_date":"2026-04-30","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"shelly@swatmaps.com","date_of_renewal_identification":"2026-02-12","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","sendaigeneral":"2026-04-30T18:38:00-04:00","sendaiemail":"2026-04-30T18:38:42-04:00","sendaidate":"2026-04-30T18:38:42-04:00","extension_phone_1":"","email2":"","full_name_2":" "}},"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","latest_paid_thru":"2025-07-31"}},"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":"260522 Lapsed DEL","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":"Lapsed DEL","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","temp_do_id_for_auto_old_do_id":"LB2506906","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506906","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","npi_email_temp":"rashmipandey09@hotmail.com","pcl_completion_date_5":"2029-03-27","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","do_id":"","company_status":"A"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"233004","canceldate":"2021-03-02","no_email_solicitation":"False","pds_march":"3","area_code":"416","time_zone":"2","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-20T14:06:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:53:00-04:00","blocnote":"May 1 2026 vm\r\nMay 25 2026 Survey completed Sent resource email. Also she said she passed and received the PCP but she tried to get the next level and failed 3 times. She would like to know how many times she can try before not allowed to continue.","resourceaware":"Yes","resourcevisitedselfreport":"DNK","last_login_date":"2025-09-09T11:14:06-04:00","member_may":"1","late_breaking_payroll_news_may":"3","value_designation":"No","pipeline_1_lapsed_members":"","member_june":"3","late_breaking_payroll_news_june":"1","pds_may":"4","old_int_code":"06","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":"31","pds_september":"4","last_infoline_date_type":"2025-06-11","last_act_type":"2025-06-11","telemarketing_call_date":"2026-05-25","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":"2026-05-25T11:53:05-04:00","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","latest_paid_thru":"2026-08-31","extension_phone_1":"","email2":"","full_name_2":" ","sendaigeneral":"2026-05-25T11:53:00-04:00","sendaiemail":"2026-05-25T11:53:04-04:00"}},"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":"2021-04-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ashi.s23@gmail.com","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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":"2021-03-05","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","latest_paid_thru":"2022-06-30"}},"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":"2024-06-04","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","latest_paid_thru":"2025-04-30"}},"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, TMAI","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":"15","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\n2026 May 08 call started, identity confirmed but call ended early without further discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:10-04:00","temp_do_id_for_auto_old_do_id":"L25A02230","temp_intcode_for_auto_old_int_code":"15","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":"02","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":"3","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","npi_email_temp":"kathym425@hotmail.com","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:10-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Kathleen and confirmed her identity but the call ended shortly after without further conversation or task completion.","aitm_callsummarytitle":"Identity Confirmed but Call Ended Early","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8af341d23a3ba65362617d452c1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8af341d23a3ba65362617d452c1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"7210","email":"mstacey@thomsonrogers.com","first_name":"Marcia","last_name":"Stacey","phone":"4163012769","orgname":"Thompson, Rogers","customer_acct_name":"Thompson, Rogers","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502016","full_name":"Marcia Stacey","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2016-05-19","domain_1":"thomsonrogers.com","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"C16097","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"112953","canceldate":"2020-07-03","members_type":"AST","new_member_date_2":"2016-05-19","no_email_solicitation":"False","pds_march":"3","intcode":"21","blocnote":"12 May 2025 She's not in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-05-12T18:07:00-04:00","onesentencenotrenewed":"she's not in payroll anymore","pds_july":"3","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"LB2502016","temp_intcode_for_auto_old_int_code":"21","pds_august":"3","phone_2":"4163017196","pds_september":"3","last_act_type":"2020-04-05","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"mstacey@thomsonrogers.com","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30"}},"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","latest_paid_thru":"2022-06-30"}},"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, TMAI","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\n2026-05-08 Dial no answer, phone: +18477656742\n2026 May 08 call reached voicemail, no contact with Jennifer Kozelek\n2026-05-11 Dial no answer, phone: +18477656742\n2026 May 11 call went to voicemail, no direct contact made\n2026-05-13 Dial no answer, phone: +18477656742\n2026 May 13 call reached voicemail, no contact made\n2026-05-15 Dial no answer, phone: +18477656742\n2026 May 15 call reached voicemail, no human contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:39-04:00","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":"06","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","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"05","retell_call_status":"ended","session_id":"call_08341d0e0d9a22a08040c631978","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_08341d0e0d9a22a08040c631978","npi_transcriptsummary":"The agent called Jennifer Kozelek on behalf of the National Payroll Institute but reached voicemail. The agent left a message and did not speak with a human.","aitm_callsummarytitle":"Voicemail reached, no human contact","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No"}},"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":"2022-07-04","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","latest_paid_thru":"2023-02-28"}},"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":"2023-09-11","last_act_type":"2026-03-13","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","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"11337","email":"linda.rippenhagen@us.loomis.com","first_name":"Linda","last_name":"Rippenhagen","phone":"7134356732","orgname":"Loomis Canada","customer_acct_name":"Loomis Canada","tags":"CSV imported, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00164","full_name":"Linda Rippenhagen","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","explicit_consent_date":"2020-08-27","domain_1":"us.loomis.com","individual_id":"291115","area_code":"713","region":"US","lead_status":"Lapsed Member","province":"TX","lapsed_expiration_date":"2022-10-04","time_zone":"3","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":"2025-10-08T16:14:00-04:00","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25O00164","temp_intcode_for_auto_old_int_code":"6","organization_id":"291915","last_infoline_date_type":"2022-07-18","last_act_type":"2022-09-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"linda.rippenhagen@us.loomis.com","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31","company_paid_thru":"2022-07-31","corp_cancel_date":"2022-10-04","company_status":"I"}},"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, TMAI","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":"0","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.\n2026 May 15 - reached Gas and Mechanical; Cynthia not available\n2026 May 19 call reached wrong contact, no Cynthia available","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:12:00-04:00","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":"08","cpa_certification":"PCP","pds_august":"3","phone_2":"4169813058","pds_september":"3","last_infoline_date_type":"2020-04-08","last_act_type":"2022-05-31","old_int_code":"08","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","latest_paid_thru":"2021-12-31","thewithdrawaldate":"2022-03-02","aitm_status_called":"2026-05-19T11:12:00-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Cynthia but was informed that no one by that name was present. The call ended shortly after with no further action taken.","aitm_callsummarytitle":"Wrong Contact - No Cynthia Available","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8c34fa65273a5547c98f5a8ca5f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8c34fa65273a5547c98f5a8ca5f","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"10117","email":"jason_just16@hotmail.com","first_name":"Jason","last_name":"Justiniano","phone":"3066676400","orgname":"Saskatchewan Indian Gaming Authority","customer_acct_name":"Saskatchewan Indian Gaming Authority","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06910","province":"SK","full_name":"Jason Justiniano","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"293684","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501751","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":"2020-10-15","temp_do_id_for_auto_old_do_id":"L25C06910","phone_2":"3064910301","last_act_type":"2021-03-09","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"F","pf1_completion_date":"2022-01-02","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jason_just16@hotmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"5553","email":"okgo2727@gmail.com","first_name":"Oxana","last_name":"Golman","phone":"4385095059","orgname":"N-Bits Technology Services Inc.","customer_acct_name":"N-Bits Technology Services Inc.","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":"LB2501463","province":"QC","full_name":"Oxana Golman","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2022-09-13","attended_webinar":"No","lapsed_expiration_date":"2022-09-13","individual_id":"286797","time_zone":"2","area_code":"438","region":"QC","lead_status":"Refused","old_do_id":"QLNPI00240","members_type":"CAND","phone_2":"4385302787","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"24 avril 2025 ligne occupe\r\n29 avril 2025 ligne occupe\r\n30 avril 2025 ligne occupe","dhmsfin_telemarketing_last_contacted_date":"2025-05-01T15:10:00-04:00","old_int_code":"8","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"LB2501463","temp_intcode_for_auto_old_int_code":"16","canceldate":"2023-11-02","new_member_date_2":"2022-09-13","paid_thru":"2023-08-31","last_act_type":"2023-07-07","pcl_status":"P","pcl_completion_date":"2023-01-09","pf1_status":"F","pf1_completion_date":"2023-07-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"okgo2727@gmail.com","pcl_completion_date_5":"2028-01-09","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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":"2027-01-31","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":"2027-01-31","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\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"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","latest_paid_thru":"2022-09-30"}},"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","latest_paid_thru":"2020-01-31","company_paid_thru":"2020-01-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"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":"2025-08-01","last_conf_date_type":"2014-06-17","last_act_type":"2025-08-01","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","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"8707","email":"may.carbone@edonmgmt.com","first_name":"May","last_name":"Carbone","phone":"4038168055","orgname":"Edon Management","customer_acct_name":"Edon Management","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","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":"00","blocnote":"May 13 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 25 2025 no answer\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail not initialized by customer\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 contact informed May is no longer working there","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T17:07:17-04:00","pds_july":"1","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00141","temp_intcode_for_auto_old_int_code":"00","pds_august":"1","old_int_code":"08","pds_september":"1","last_infoline_date_type":"2021-02-12","last_conf_date_type":"2020-06-17","last_act_type":"2022-12-01","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","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-25T17:07:17-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent called to reach May but was informed that May is no longer working at the organization. The agent asked for updated contact information but did not receive any. The call ended shortly after.","aitm_callsummarytitle":"Contact no longer at organization","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7e91ebed880f4ba4067f5eef982","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7e91ebed880f4ba4067f5eef982","mini_nps":"3","number_of_calls_reached":"1"}},"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":"2023-12-05","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","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10636","email":"welmie05@gmail.com","first_name":"Welmie","last_name":"Munoz","phone":"3063518846","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":"Welmie Munoz","language":"English","origin":"Lapsed Spring 2024","individual_id":"320483","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-25","old_do_id":"L25C06362","members_type":"CAND","province":"BC","area_code":"306","time_zone":"3","phone_2":"3063518846","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"Nov 6 2025 completed without renewal ( she is not working in payroll anymore)","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:51:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2023-01-20","temp_do_id_for_auto_old_do_id":"L25C06362","temp_intcode_for_auto_old_int_code":"21","old_int_code":"01","last_act_type":"2023-01-20","pcl_status":"P","pcl_completion_date":"2023-05-25","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","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":"Yes","npichallengesspecify":"","expectationsnotmet":"Yes","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"welmie05@gmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"30750","email":"lizwellsfilm@gmail.com","first_name":"Elizabeth","last_name":"Wells","phone":"","orgname":"","customer_acct_name":"","tags":"WR250507","ip4":"127.0.0.1","fields":{"individual_id":"320462","full_name":"Elizabeth Wells","members_type":"CAND","city_1":"Vancouver","province":"BC","language":"English","phone_2":"7788224589","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2023-01-11","time_zone":"5","origin":"Lapsed members","found":"DO4 Email","date_of_renewal_identification":"2025-05-08","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2506146","last_act_type":"2025-11-18","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"P","pf1_completion_date":"2024-06-20","pf2_status":"P","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","old_do_id":"L25C00245","pf2_completion_date":"2026-01-13","npi_email_temp":"lizwellsfilm@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"28527","email":"o.grishin@eagleonline.com","first_name":"Olga","last_name":"Grishin","phone":"4168610336","orgname":"Eagle Professional Resources Inc","customer_acct_name":"Eagle Professional Resources Inc","tags":"Unsub, 250213 Lapsed, 250213 Lapsed DEL, DELETE, 250217 Lapsed, NPIdealed, 250529 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Olga Grishin","language":"English","origin":"2023 lapsed Members","last_engaged_date":"24-9-02","nonactive_reason":"bounced","do_id":"L25O00363","individual_id":"70785","extension_phone_1":"2333","time_zone":"2","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"28 May 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T09:59:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00363","temp_intcode_for_auto_old_int_code":"16","province":"ON","organization_id":"71630","pds_august":"2","pds_september":"2","last_act_type":"2023-06-29","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"o.grishin@eagleonline.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7023","email":"lsmeaton10@gmail.com","first_name":"Laura","last_name":"Smeaton","phone":"9197755822","orgname":"R&N Maintenance","customer_acct_name":"R&N Maintenance","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","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":"0","blocnote":"May 12 2025 not available\r\nJuly 14 2025 busy call back\r\nLN Sept 24 2025 Laura no longer works there.\n2026 May 08 call initiated, asked for Laura Smeaton, no further conversation\n2026 May 11 contact informed Laura no longer works there","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:49-04:00","pds_july":"1","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25A02570","temp_intcode_for_auto_old_int_code":"08","pds_august":"1","phone_2":"9197703457","old_int_code":"08","pds_september":"1","last_infoline_date_type":"2019-10-07","last_act_type":"2019-10-07","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","latest_paid_thru":"2020-03-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called to speak with Laura but was informed by Hailey that Laura no longer works there. The agent asked for Laura's new contact information but the call ended shortly after.","aitm_callsummarytitle":"Contact Not Available - Laura No Longer Works Here","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6f596bb7e77401bf28c89b207c5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6f596bb7e77401bf28c89b207c5","number_of_calls_reached":"2"}},"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","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","latest_paid_thru":"2024-12-31"}},"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":"2025-09-07","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","npi_email_temp":"temesha.samuels@gmail.com","pcl_completion_date_5":"2028-03-06","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"7516","email":"rita@ringrose.ca","first_name":"Rita","last_name":"Teitsma","phone":"7809262023","orgname":"Daniel M. Ringrose, Chartered Accountant","customer_acct_name":"Daniel M. Ringrose, Chartered Accountant","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01967","full_name":"Rita Teitsma","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2008-10-21","domain_1":"ringrose.ca","individual_id":"83856","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501985","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01967","organization_id":"137224","pds_august":"16","members_type":"CORP","pds_september":"16","last_act_type":"2021-07-22","intcode":"06","blocnote":"Oct 15 2025 not available","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:53:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","pds_october":"16","trc":"False","wera":"False","pds_november":"16","npi_email_temp":"rita@ringrose.ca","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29746","email":"amanda.poirier.qc@gmail.com","first_name":"Amanda","last_name":"Poirier","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":"L25A00320","full_name":"Amanda Poirier","members_type":"AST","city_1":"Bassin","province":"QC","language":"French","phone_2":"5142073009","lead_status":"Lapsed Member","new_member_date_2":"2024-02-12","pipeline_2_members_only_ast":"","individual_id":"334273","no_email_solicitation":"False","time_zone":"2","old_do_id":"AST1140","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"06","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:03-04:00","temp_do_id_for_auto_old_do_id":"L25A00320","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-09-18","last_act_type":"2026-04-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amanda.poirier.qc@gmail.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:03-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1"}},"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, AI Contacts sent to TM 2026, 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":"2026-06-02","new_member_date_2":"2011-12-15","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"103076","no_email_solicitation":"False","pds_march":"14","area_code":"604","time_zone":"5","intcode":"32","blocnote":"April 30 2026 She said she spoke to NPI a few minutes ago and knows their resources and not interested in accreditation at the moment.","dhmsfin_telemarketing_last_contacted_date":"2026-04-30T12:41:00-04:00","resources_tools_may":"3","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":"32","payroll_guidelines_september":"2","late_breaking_payroll_news_october":"6","pds_september":"14","last_infoline_date_type":"2026-01-30","last_conf_date_type":"2022-06-08","last_act_type":"2026-01-30","telemarketing_call_date":"2026-04-30","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":"99","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":"6","resources_tools_april":"2","late_breaking_payroll_news_april":"3","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","member_april":"1","resourceaware":"Yes","resourcevisitedselfreport":"Last 7 days","payroll_guidelines_may":"2","late_breaking_payroll_news_may":"1"}},"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":"2022-09-02","last_act_type":"2023-02-01","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","latest_paid_thru":"2022-07-31"}},"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","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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"29581","email":"dorian.marko@itel.com","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":"2026-05-07","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"248921","no_email_solicitation":"False","pds_march":"1","area_code":"888","time_zone":"2","intcode":"31","blocnote":"May 6 2026 Survey completed send info email","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T09:51:00-04:00","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":"31","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":"2026-05-06","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendaidate":"2026-05-06T09:49:52-04:00","pds_november":"1","npi_email_temp":"dorian.marko@itel.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","regular_email_change_date":"2026-05-06T09:49:35-04:00","npi_email_2":"markodd@uregina.ca","sendaigeneral":"2026-05-06T09:49:00-04:00","sendaiemail":"2026-05-06T09:49:51-04:00","email2":"markodd@uregina.ca","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last month","value_designation":"No","old_int_code":"6"}},"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, TMAI","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\n2026 May 08 call reached voicemail not initialized by customer\n2026 May 08 call reached voicemail not initialized\n2026 May 11 call reached uninitialized voicemail service\n2026 May 11 call reached voicemail, no message left\n2026 May 13 call reached voicemail not initialized by customer\n2026 May 13 call reached uninitialized voicemail service\n2026 May 15 call reached uninitialized voicemail service, no contact made\n2026 May 15 call reached voicemail not initialized by customer","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:42-04:00","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","latest_paid_thru":"2020-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail, which was not initialized by the customer.","aitm_callsummarytitle":"Voicemail Not Initialized","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_03d29a26feb887320648302ec5a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_03d29a26feb887320648302ec5a"}},"seriesid":"163"}
{"contact":{"id":"10651","email":"duxiaofang95@gmail.com","first_name":"Xiao","last_name":"Du","phone":"7782512023","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":"L25C06589","full_name":"Xiao Fang Du","language":"English","origin":"Lapsed Spring 2024","individual_id":"281192","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503566","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7782512023","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-12-02","cpa_certification":"PCP","cert_status":"PENDING","intcode":"06","blocnote":"17 March 2025 VM\r\n31 March 2025 VM\r\n07 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":"2023-09-30","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T17:20:00-04:00","new_member_date_2":"2019-09-25","temp_do_id_for_auto_old_do_id":"L25C06589","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-03-24","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":"2020-01-09","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"duxiaofang95@gmail.com","pcl_completion_date_5":"2024-12-16","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"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":"2026-03-26","last_act_type":"2026-03-26","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","npi_email_temp":"karlaangelicordero@gmail.com","pcl_completion_date_5":"2026-10-17","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"29702","email":"janehummel@hotmail.com","first_name":"Ida","last_name":"Hummel","phone":"4035534466","orgname":"Foothills Centre","customer_acct_name":"Foothills Centre","tags":"250205 AST Members, Zerobounce indication, Exclusion List 250404, 250903 Update AST from Mem Portal, npiAlert22, 2512 Active AST approached","ip4":"10.13.131.129","fields":{"do_id":"AST0633","old_do_id":"193091","full_name":"Ida Jane Hummel","members_type":"AST","city_1":"Provost","province":"AB","language":"English","phone_2":"2365972951","lead_status":"Renewed APX","zerobounce_reason":"No Valid: abuse","pipeline_2_members_only_ast":"Non-mailable AST Members","new_member_date_2":"2021-12-13","time_zone":"4","area_code":"403","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"193091","paid_thru":"2026-11-30","blocnote":"Dec 5 2025 vm  Dec 12 2025 vm\r\nDec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T12:18:00-05:00","intcode":"99","canceldate":"2014-11-04","temp_do_id_for_auto_old_do_id":"AST0633","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-12-18","telemarketing_call_date":"2025-12-17","pcl_status":"P","pcl_completion_date":"2022-07-17","pf1_status":"P","pf1_completion_date":"2014-03-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-03-17","number_of_passed_courses":"3","date_of_renewal_identification":"2025-12-19","trc":"True","wera":"False","old_int_code":"6","npi_email_temp":"janehummel@hotmail.com","aer_entered_date":"2026-06-02","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"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":"2026-12-01","number_of_passed_courses":"0","date_of_renewal_identification":"","old_int_code":"31","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"edkhudson@outlook.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"29644","email":"pelgressy@linenchest.com","first_name":"Patricia","last_name":"Elgressy","phone":"5148875456","orgname":"Linenchest","customer_acct_name":"Linenchest","tags":"paie.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026","ip4":"127.0.0.1","fields":{"do_id":"L25A03078","full_name":"Patricia Elgressy","members_type":"AST","city_1":"Montreal","province":"QC","language":"French","phone_2":"","lead_status":"Lapsed Member","new_member_date_2":"2020-05-11","pipeline_2_members_only_ast":"","individual_id":"180344","cpa_certification":"SCP","no_email_solicitation":"False","pds_march":"3","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"3","cert_status":"WITHDRAWN","sendjulyemail":"2025-07-15T10:45:00-04:00","blocnote":"20 mai 2026 pelgressy@linenchest.com envoyer a ce courriel\r\n29 mai 2026 attend que l'institue envoie la facture pour payer pour pouvoir envoyer son renouvellement ma demander de lui  envoyer la facture le plut\u00f4t possible pour qu' elle puisse renouveler son adh\u00e9sion","sendmayemail":"2025-11-18T09:51:00-05:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","dhmsfin_telemarketing_last_contacted_date":"2026-05-29T09:37:00-04:00","full_name_2":" ","pds_july":"3","paid_thru":"2026-02-28","pds_august":"3","temp_do_id_for_auto_old_do_id":"L25A03078","temp_intcode_for_auto_old_int_code":"06","pds_september":"3","last_infoline_date_type":"2023-01-23","last_act_type":"2025-07-03","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":"02","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","mini_nps":"5","testimonialagree":"No","testimonial":"appr\u00e9cie beaucoup les fin d'ann\u00e9e.","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":"pelgressy@linenchest.com","pcl_completion_date_5":"2017-01-04","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","date_of_renewal_identification":"","old_do_id":"AST0425","ln_entered_date":"2026-05-03","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:22-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was not answered by a human and went directly 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","session_id":"call_11688a5664ae3e6b139649cf803","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_11688a5664ae3e6b139649cf803","renewal_refusal_reasons":"Employer stopped paying - downsizing or restructuring","sendpreexpirationemail":"2026-05-20T10:09:00-04:00","sendapxapplicationform":"2026-05-20T10:09:00-04:00","regular_email_change_date":"2026-05-20T10:09:26-04:00","npi_email_2":"pelgressys@hotmail.com","last_engaged_date":"2026-05-28","last_login_date":"2026-05-28T07:50:51-04:00"}},"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":"2021-01-02","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","latest_paid_thru":"2020-08-31"}},"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":{"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":"2027-04-30","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\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"5550","email":"sonia.chouinard@soucy-group.com","first_name":"Sonia","last_name":"Chouinard","phone":"8198644284","orgname":"Soucy Techno Inc.","customer_acct_name":"Soucy Techno Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02263","province":"QC","extension_phone_1":"7249","full_name":"Sonia Chouinard, CPA, CA","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2017-12-21","domain_1":"soucy-group.com","attended_webinar":"No","lapsed_expiration_date":"2022-02-02","individual_id":"300200","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501601","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T11:14:00-04:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O02263","temp_intcode_for_auto_old_int_code":"6","organization_id":"258542","last_act_type":"2022-01-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sonia.chouinard@soucy-group.com","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10552","email":"vishal.singh@citrix.com","first_name":"Vishal","last_name":"Singh","phone":"9548297197","orgname":"Citrix Systems","customer_acct_name":"Citrix Systems","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":"L25A02224","full_name":"Vishal Singh","language":"English","origin":"Lapsed Spring 2024","domain_1":"citrix.com","individual_id":"315094","area_code":"954","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502761","time_zone":"2","province":"FL","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","new_member_date_2":"2022-08-25","no_email_solicitation":"FALSE","intcode":"06","blocnote":"17 March 2025 VM\r\n27 March 2025 VM\r\n07 April 2025 VM\r\n11 April 2025 VM\r\n22 April 2025 VM\r\n28 April 2025 No answer\r\n04 September 2025 VM\r\nLN \/ 08 December 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call went to voicemail, no contact made","paid_thru":"2023-08-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:47-04:00","temp_do_id_for_auto_old_do_id":"L25A02224","temp_intcode_for_auto_old_int_code":"6","phone_2":"9548297197","last_act_type":"2022-08-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vishal.singh@citrix.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:24-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_ebc5711486d70091361bebf463d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ebc5711486d70091361bebf463d","mini_nps":"3"}},"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":"2026-12-01","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","npi_email_temp":"dsmcnabb5@live.ca","pcl_completion_date_5":"2019-02-18","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"29230","email":"mmsomogyi@gmail.com","first_name":"Marina","last_name":"Somogyi","phone":"6479996527","orgname":"Thales","customer_acct_name":"Thales","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1340","full_name":"Marina Somogyi, CHRL","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"6479996527","lead_status":"Renewed APX","new_member_date_2":"2010-08-27","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"173490","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"3","area_code":"647","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 25 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:44:00-04:00","pipeline_1_lapsed_members":"","pds_may":"3","cert_status":"WITHDRAWN_CPE","pds_july":"3","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST1340","temp_intcode_for_auto_old_int_code":"6","pds_september":"3","last_infoline_date_type":"2019-07-01","last_act_type":"2025-07-07","telemarketing_call_date":"2026-05-25","pcl_status":"P","pcl_completion_date":"2010-12-20","pf1_status":"P","pf1_completion_date":"2012-01-03","pf2_status":"P","pf2_completion_date":"2013-04-25","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","sendaidate":"2025-12-01T10:14:11-05:00","last_engaged_date":"2025-12-01","pds_november":"3","npi_email_temp":"mmsomogyi@gmail.com","pcl_completion_date_5":"2015-12-20","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"7449","email":"pevalik@nirb.ca","first_name":"Priscilla","last_name":"Evalik","phone":"8679834604","orgname":"Nunavut Impact Review Board","customer_acct_name":"Nunavut Impact Review Board","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01963","full_name":"Priscilla Evalik","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"1997-09-19","domain_1":"nirb.ca","individual_id":"115469","area_code":"866","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502010","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01963","province":"NU","organization_id":"12628","pds_august":"9","phone_2":"8679832618","members_type":"CORP","pds_september":"9","intcode":"16","blocnote":"LN Oct 15 2025 vm msg not authorize to dial number","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:48:00-04:00","temp_intcode_for_auto_old_int_code":"16","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"pevalik@nirb.ca","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"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":"2021-12-08","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","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"contact":{"id":"30756","email":"guilhermesrosa@gmail.com","first_name":"Guilherme","last_name":"Rosa","phone":"6042786403","orgname":"Crystal Import International","customer_acct_name":"Crystal Import International","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320539","full_name":"Guilherme Rosa","members_type":"CAND","do_id":"L25C00248","city_1":"Burnaby","province":"BC","language":"English","phone_2":"6047868264","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-19","area_code":"604","time_zone":"5","blocnote":"15 April 2025 No longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-04-15T16:53:00-04:00","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":"L25C00248","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-11-15","last_act_type":"2024-11-15","pcl_status":"P","pcl_completion_date":"2023-07-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"guilhermesrosa@gmail.com","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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":"2025-06-10","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","npi_email_temp":"tracyltaylor65@gmail.com","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30"}},"seriesid":"163"}
{"contact":{"id":"11376","email":"nora.elmezughi@gmail.com","first_name":"Nora","last_name":"Elmezughi","phone":"5872150984","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503994","full_name":"Nora Elmezughi","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2013-01-08","lapsed_expiration_date":"2023-03-02","individual_id":"209743","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002561","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-03-02","province":"AB","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","time_zone":"4","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2022-12-31","new_member_date_2":"2013-01-08","temp_do_id_for_auto_old_do_id":"LB2503994","temp_intcode_for_auto_old_int_code":"21","phone_2":"5872150984","last_infoline_date_type":"2020-11-16","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-05-09","pf1_status":"P","pf1_completion_date":"2014-01-02","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":"nora.elmezughi@gmail.com","pcl_completion_date_5":"2018-05-09","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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","latest_paid_thru":"2022-06-30"}},"seriesid":"163"}
{"contact":{"id":"31265","email":"rawalpriyanshi@gmail.com","first_name":"Priyanshi","last_name":"Rawal","phone":"8780772830","orgname":"","customer_acct_name":"","tags":"250620 phone cannot be recovered","ip4":"127.0.0.1","fields":{"full_name":"Priyanshi Rawal, PCP","members_type":"PRO","city_1":"Bhuj","phone_2":"8780772830","pipeline_2_members_only_ast":"","new_member_date_2":"2019-06-05","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"878","time_zone":"2","language":"English","last_engaged_date":"2025-05-08","intcode":"16","pipeline_1_lapsed_members":"","individual_id":"231636","blocnote":"June 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T10:48:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02284","lead_status":"Not Relevant","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"LB2506910","temp_intcode_for_auto_old_int_code":"16","cert_status":"ACTIVE","last_infoline_date_type":"2026-02-18","last_act_type":"2026-05-20","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2015-04-27","pf1_status":"P","pf1_completion_date":"2016-02-02","pf2_status":"P","pf2_completion_date":"2016-04-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-08-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"rawalpriyanshi@gmail.com","pcl_completion_date_5":"2020-04-27","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"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","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"7675","email":"liz.reid@cifcon.com","first_name":"Liz","last_name":"Reid","phone":"2505648174","orgname":"CIF Construction Ltd.","customer_acct_name":"CIF Construction Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01989","full_name":"Liz Reid","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2014-09-18","domain_1":"cifcon.com","individual_id":"236356","area_code":"781","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502164","time_zone":"2","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25O01989","organization_id":"229004","pds_august":"5","members_type":"CORP","pds_september":"5","intcode":"06","blocnote":"LN Oct 115 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T14:37:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"liz.reid@cifcon.com","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7384","email":"raana06@hotmail.com","first_name":"Raana","last_name":"Salman","phone":"5879303995","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503036","full_name":"Raana Salman","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"29-ao?t-11","individual_id":"188998","region":"CDN","lead_status":"Refused","old_do_id":"C17606","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-10-02","province":"AB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"4","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":"2011-08-29","temp_do_id_for_auto_old_do_id":"LB2503036","temp_intcode_for_auto_old_int_code":"21","phone_2":"5879303995","last_act_type":"2021-12-31","pcl_status":"P","pcl_completion_date":"2011-12-16","pf1_status":"P","pf1_completion_date":"2012-04-26","pf2_status":"P","pf2_completion_date":"2012-08-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-03-21","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"raana06@hotmail.com","pcl_completion_date_5":"2016-12-16","formatted_paid_thru":"31\/07\/2021","latest_paid_thru":"2021-07-31"}},"seriesid":"163"}
{"contact":{"id":"9445","email":"rosalieflores18@yahoo.com","first_name":"Rosalie","last_name":"Chua","phone":"5877771874","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06868","province":"AB","full_name":"Rosalie Chua","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"306889","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500191","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","paid_thru":"2022-10-31","new_member_date_2":"2021-11-04","temp_do_id_for_auto_old_do_id":"L25C06868","phone_2":"5877771874","last_act_type":"2021-03-11","pcl_status":"P","pcl_completion_date":"2022-01-30","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","intcode":"16","blocnote":"Nov 6 2025 number not in  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":"rosalieflores18@yahoo.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2021-08-31"}},"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, 260522 Lapsed DEL","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","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","last_infoline_date_type":"2021-04-15","last_act_type":"2026-02-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jennifer_morningstar@uhg.com","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-28","company_paid_thru":"2027-01-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:44-04:00","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","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:30-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made but reached voicemail and no conversation took place.","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","session_id":"call_bf4bc6f1a4ebd0cd78d1316bed6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bf4bc6f1a4ebd0cd78d1316bed6"}},"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","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"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":"2025-10-01","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","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"9349","email":"timothy0407gabriel@gmail.com","first_name":"Ellaine","last_name":"Mendiola","phone":"7806861053","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":"LB2503455","full_name":"Ellaine Claire Mendiola","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"301992","region":"CDN","lead_status":"Refused","old_do_id":"8","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7809191944","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"12 March 2025 VM  18 March 2025 VM  31 March 2025 VM  07 April 2025 busy or something wrong with the number  08 April 2025 Number disconnected","dhmsfin_telemarketing_last_contacted_date":"2025-04-08T20:42:00-04:00","canceldate":"2022-08-03","intcode":"21","paid_thru":"2022-05-31","new_member_date_2":"2021-06-04","temp_do_id_for_auto_old_do_id":"LB2503455","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-03-06","pcl_status":"F","pcl_completion_date":"2021-08-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"timothy0407gabriel@gmail.com","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"10160","email":"whalen@live.ca","first_name":"Briar","last_name":"Whalen","phone":"7052689033","orgname":"Kunuwanimano Child and Family Services","customer_acct_name":"Kunuwanimano Child and Family Services","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06707","province":"ON","full_name":"Briar Whalen","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"311606","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500931","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":"2022-03-30","temp_do_id_for_auto_old_do_id":"L25C06707","phone_2":"4379815689","last_act_type":"2022-07-12","pcl_status":"P","pcl_completion_date":"2022-07-17","pf1_status":"F","pf1_completion_date":"2022-09-25","number_of_passed_courses":"1","intcode":"16","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 cellulaire number not assigned message 2nd number and no longer at 1st number","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:53:00-05:00","temp_intcode_for_auto_old_int_code":"16","onesentencenotrenewed":"","trc":"True","wera":"False","old_int_code":"12","npi_email_temp":"whalen@live.ca","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"5534","email":"maryr@innovak.com","first_name":"Mary","last_name":"Roumeliotis","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":"L25O01769","province":"QC","full_name":"Mary Roumeliotis","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":"157717","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501594","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T10:35:00-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01769","temp_intcode_for_auto_old_int_code":"6","organization_id":"24425","pds_august":"8","pds_september":"8","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"maryr@innovak.com","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"9367","email":"aud208@yahoo.ca","first_name":"Audrey","last_name":"Prashad","phone":"4169086970","orgname":"Purdue Pharma INc","customer_acct_name":"Purdue Pharma INc","tags":"CSV imported, payroll.ca visited, Member portal, 250205 AST Members, NPIdealed, fixTelemarketingMay, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A01954","full_name":"Audrey Prashad","language":"English","origin":"Lapsed Spring 2024","individual_id":"99276","area_code":"416","region":"CDN","lead_status":"Lapsed Member","time_zone":"2","province":"ON","members_type":"AST","city_1":"Toronto","phone_2":"4169086970","new_member_date_2":"2021-11-10","pipeline_2_members_only_ast":"","no_email_solicitation":"False","pds_march":"2","intcode":"15","blocnote":"13 May 2025 VM\r\n02 June 2025 VM\n2026 Mar 03 contact answered and started survey but call disconnected early","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T11:55:19-05:00","last_engaged_date":"2025-05-29","resources_tools_may":"2","last_login_date":"2025-05-29T10:08:15-04:00","member_may":"1","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"2","member_june":"1","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","pds_july":"2","paid_thru":"2025-05-31","old_do_id":"AST1151","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01954","temp_intcode_for_auto_old_int_code":"15","pds_august":"2","pds_september":"2","last_infoline_date_type":"2025-04-30","last_act_type":"2025-04-30","pcl_status":"F","pcl_completion_date":"2023-03-12","pf2_status":"F","pf2_completion_date":"2014-04-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-11-21","number_of_passed_courses":"1","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"aud208@yahoo.ca","aitm_status_called":"2026-03-03T11:55:18-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Audrey and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. Audrey agreed to proceed, and the agent began asking the first survey question before the call ended abruptly.","aitm_callsummarytitle":"Call started survey but disconnected 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","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"10080","email":"bktisnower1@gmail.com","first_name":"Belinda","last_name":"Tisnower","phone":"2892088929","orgname":"Belinda Tisnower","customer_acct_name":"Belinda Tisnower","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07499","province":"ON","full_name":"Belinda Tisnower","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"294311","area_code":"610","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2501228","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":"2020-11-02","temp_do_id_for_auto_old_do_id":"L25C07499","phone_2":"2892088929","last_act_type":"2020-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Nov 24 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:18:00-05:00","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","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 doing payroll anymore","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"bktisnower1@gmail.com","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"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","latest_paid_thru":"2022-04-30"}},"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":"2026-05-02","cert_status":"SUSPENDED","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":"2026-02-05","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":"2021-05-03","number_of_passed_courses":"4","intcode":"21","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","pcp_we":"APPROVED","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","latest_paid_thru":"2026-02-28"}},"seriesid":"163"}
{"contact":{"id":"11257","email":"angela.banda@teradata.com","first_name":"Angela","last_name":"Banda","phone":"8665488348","orgname":"Teradata","customer_acct_name":"Teradata","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","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":"0","blocnote":"May 22 2025 no answer\r\nAug 8 2025 no answer\r\nLN Oct 8 2025 no answer\n2026-05-08 invalid phone destination, phone: +18584853121","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:46-04:00","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":"08","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","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:46-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_80052fae693f0b1db49d6fde290","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_80052fae693f0b1db49d6fde290","phone_2":"9372424800"}},"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":"2024-12-02","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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"5570","email":"cherenfant.occelas@gmail.com","first_name":"Cher-Enfant","last_name":"Occelas","phone":"5143740137","orgname":"Bureau Comptable Colas","customer_acct_name":"Bureau Comptable Colas","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P02427","province":"QC","full_name":"Cher-Enfant Occelas","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2021-02-10","attended_webinar":"No","lapsed_expiration_date":"2021-02-10","individual_id":"199394","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501471","members_type":"PRO","phone_2":"5147254064","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"faux numero","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T13:58:00-04:00","canceldate":"2024-04-02","cpa_certification":"SCP","cert_status":"WITHDRAWN","intcode":"16","paid_thru":"2024-01-31","new_member_date_2":"2021-02-10","temp_do_id_for_auto_old_do_id":"L25P02427","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-01-07","pcl_status":"P","pcl_completion_date":"2012-08-09","pf1_status":"P","pf1_completion_date":"2017-06-11","pf2_status":"P","pf2_completion_date":"2017-10-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-08-22","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"cherenfant.occelas@gmail.com","pcl_completion_date_5":"2017-08-09","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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","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":"2023-08-11","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"10121","email":"bogalvioletta@gmail.com","first_name":"Violetta","last_name":"Milanovski","phone":"5195817684","orgname":"Friko's Upholstery","customer_acct_name":"Friko's Upholstery","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07051","province":"ON","full_name":"Violetta Milanovski","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"291604","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-01-28","old_do_id":"LB2500871","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":"2020-08-25","temp_do_id_for_auto_old_do_id":"L25C07051","phone_2":"5185817684","last_act_type":"2021-05-07","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-05-10","pf2_status":"P","pf2_completion_date":"2021-09-05","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"bogalvioletta@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"contact":{"id":"30799","email":"marisa.lewis@hotmail.com","first_name":"Marisa","last_name":"Lewis","phone":"7055004482","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":"327053","full_name":"Marisa Lewis","members_type":"CAND","do_id":"L25C00272","city_1":"Barrie","province":"ON","language":"English","phone_2":"7055004482","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-02","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00272","last_act_type":"2024-02-01","pcl_status":"P","pcl_completion_date":"2023-10-11","pf1_status":"P","pf1_completion_date":"2024-03-19","pf2_status":"P","pf2_completion_date":"2023-12-04","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":"2025-12-19T11:58:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"marisa.lewis@hotmail.com","pcl_completion_date_5":"2028-10-11","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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, TMAI","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\n2026 May 08 voicemail reached, no human contact\n2026 May 08 call disconnected after initial greeting, no conversation with Genee\n2026 May 11 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, message left\n2026 May 13 callback scheduled for May 18 at 1 PM Eastern.\n2026 May 18 reached voicemail, no human contact\n2026 May 18 voicemail reached, no contact with Genee Haynes\n2026 May 20 reached voicemail, no contact with Genee Haynes\n2026 May 20 voicemail reached, no contact with Genee Haynes","dhmsfin_telemarketing_last_contacted_date":"2026-05-20T14:12:00-04:00","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":"06","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","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-20T14:27:01-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"9","npi_transcriptsummary":"The agent called to speak with Genee Haynes on behalf of the National Payroll Institute but reached voicemail. The agent left a message and did not 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","session_id":"call_96efae148257ece02dc12bcdfd1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_96efae148257ece02dc12bcdfd1","old_int_code":"10","number_of_calls_reached":"1","npi_call_back_date_and_time":"2026-05-18T13:00:00-04:00","npi_call_back_time_hour":"13","npi_call_back_time_minute":"00","mini_nps":"3","onesentencenotrenewed":"Contact was unavailable and requested a callback at a later time.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact was unavailable to discuss renewal at this time.","age_range":"Preferred not to say"}},"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":"2021-08-11","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","latest_paid_thru":"2022-10-31"}},"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":"2023-06-12","last_act_type":"2023-06-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"swilson@tsi-cn.ca","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30687","email":"ketra_ca@hotmail.com","first_name":"Abir","last_name":"Mjahed","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"309155","full_name":"Abir Abou Mjahed","members_type":"CAND","do_id":"L25C00211","city_1":"Toronto","province":"ON","language":"English","phone_2":"6478604840","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2022-01-25","time_zone":"2","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":"L25C00211","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-01","pcl_status":"P","pcl_completion_date":"2022-05-01","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2022-12-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-07-27","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"ketra_ca@hotmail.com","pcl_completion_date_5":"2027-05-01","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"5637","email":"forget_justine@hotmail.com","first_name":"Justine","last_name":"Forget","phone":"4509162116","orgname":"Groupe Glutenberg","customer_acct_name":"Groupe Glutenberg","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01600","province":"QC","full_name":"Justine Forget, CRHA","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2020-10-01","attended_webinar":"No","lapsed_expiration_date":"2022-12-02","individual_id":"292908","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501644","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"15 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T10:50:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01600","temp_intcode_for_auto_old_int_code":"6","organization_id":"293243","last_infoline_date_type":"2021-10-12","last_act_type":"2022-11-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"forget_justine@hotmail.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"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, TMAI","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":"16","blocnote":"May 12 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 23 2025 vm\n2026 May 08 voicemail reached, no contact with Marc\n2026-05-08 invalid phone destination, phone: +16049300077","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:44-04:00","pds_july":"2","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25A02520","temp_intcode_for_auto_old_int_code":"16","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","latest_paid_thru":"2020-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:16:44-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach Marc, but it went to 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","session_id":"call_645b74663d6d1f206d37a5b8a55","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_645b74663d6d1f206d37a5b8a55","old_int_code":"08"}},"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":"2021-09-12","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","latest_paid_thru":"2021-02-28"}},"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, 260522 Lapsed DEL","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":"LB2506207","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":"2026-12-01","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","npi_email_temp":"ma.theresa.pascua@mycdi.ca","pcl_completion_date_5":"2019-10-20","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","do_id":"","company_status":"A"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","sendpreexpirationemail":"2025-03-20T14:43:00-04:00","blocnote":"May 6 2026 Survey completed Send resource email.","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:27:00-04:00","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":"31","pipeline_1_lapsed_members":"","pds_may":"23","cert_status":"WITHDRAWN_CPE","pds_july":"23","paid_thru":"2027-03-31","last_engaged_date":"2026-05-06","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":"Last 6 months","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":"2026-08-03","telemarketing_call_date":"2026-05-06","number_of_passed_courses":"0","pds_october":"23","trc":"False","wera":"False","sendaidate":"2026-05-06T11:26:37-04:00","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","latest_paid_thru":"2027-03-31","sendaigeneral":"2026-05-06T11:26:00-04:00","sendaiemail":"2026-05-06T11:26:36-04:00","extension_phone_1":""}},"seriesid":"163"}
{"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, TMAI","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":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:45-04:00","temp_do_id_for_auto_old_do_id":"L25A02332","temp_intcode_for_auto_old_int_code":"15","phone_2":"9057831415","last_act_type":"2021-08-21","blocnote":"LN \/ 29 October 2025 VM\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no human answer\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached Sandeep, introduction made, call ended early","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sandeep.madhotra@hotmail.com","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30","called_by":"Tri","aitm_status_called":"2026-05-11T10:26:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent reached Sandeep and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. The call was very brief and ended shortly after the introduction without further conversation.","aitm_callsummarytitle":"Brief introduction call to lapsed member","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_729d4944f989800a777aea1cf9b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_729d4944f989800a777aea1cf9b","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"7075","email":"manu.oberroi@gmail.com","first_name":"Manu","last_name":"Oberoi","phone":"6048145042","orgname":"Fraser Plastics Ltd.","customer_acct_name":"Fraser Plastics Ltd.","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502112","full_name":"Manu Oberoi","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2015-08-26","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"C16290","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-10-02","individual_id":"236681","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":"2020-07-31","new_member_date_2":"2015-08-26","temp_do_id_for_auto_old_do_id":"LB2502112","temp_intcode_for_auto_old_int_code":"21","phone_2":"6043000203","last_infoline_date_type":"2017-11-07","last_act_type":"2020-12-31","pcl_status":"P","pcl_completion_date":"2015-11-16","pf1_status":"P","pf1_completion_date":"2016-05-30","pf2_status":"P","pf2_completion_date":"2016-10-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-02-12","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"manu.oberroi@gmail.com","pcl_completion_date_5":"2020-11-16","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31"}},"seriesid":"163"}
{"contact":{"id":"5594","email":"julie@beauvoir.ca","first_name":"Julie","last_name":"Beauchesne","phone":"8732006614","orgname":"Beauvoir Agence Cr\u00e9ative","customer_acct_name":"Beauvoir Agence Cr\u00e9ative","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00145","province":"QC","full_name":"Julie Beauchesne","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":"282892","time_zone":"2","area_code":"873","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00518","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 en diner demande a \u00eatre rappeler","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T11:50:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00145","temp_intcode_for_auto_old_int_code":"6","organization_id":"282893","pds_august":"2","phone_2":"8732006614","pds_september":"2","last_infoline_date_type":"2022-09-19","last_act_type":"2023-04-18","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"julie@beauvoir.ca","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"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, TMAI","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\n2026 May 25 call reached voicemail\n2026 May 25 call reached voicemail","pds_july":"6","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:08-04:00","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":"2021-05-08","last_act_type":"2024-01-07","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","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-25T14:32:05-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was made to Rodeline but was not answered by the intended contact, and a voicemail was reached.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f63d3714f71f152f622cd8ec2bf","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f63d3714f71f152f622cd8ec2bf","number_of_total_call_attempts":"2"}},"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":"2026-11-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"robin.bramonte@bms.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","last_infoline_date_type":"2026-11-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5677","email":"comptabilite@chad.qc.ca","first_name":"Katy","last_name":"Vanier","phone":"5148422591","orgname":"Chambre de l'Assurance des Dommages","customer_acct_name":"Chambre de l'Assurance des Dommages","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02252","province":"QC","extension_phone_1":"402","full_name":"Katy Vanier","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-04-05","domain_1":"chad.qc.ca","attended_webinar":"No","lapsed_expiration_date":"2022-06-02","individual_id":"299500","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2026-01-22","old_do_id":"LB2501664","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-07-16T11:00:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O02252","temp_intcode_for_auto_old_int_code":"6","organization_id":"299822.0","last_act_type":"2021-03-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"comptabilite@chad.qc.ca","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"31189","email":"bellebible@yahoo.com","first_name":"Sandra","last_name":"Jackson","phone":"6186649272","orgname":"Loblaw Company Limited","customer_acct_name":"Loblaw Company Limited","tags":"npiAlert3, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Sandra Jackson, PCP","members_type":"PRO","city_1":"Orangeville","province":"ON","phone_2":"4158879011","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\n2026 May 13 - Reached receptionist at Loblaw; Sandra Jackson not found in system, no new contact info.","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":"2026-05-13T11:22:16-04:00","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":"08","last_act_type":"2026-06-04","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":"08","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","latest_paid_thru":"2025-10-31","thewithdrawaldate":"2026-01-06","aitm_status_called":"2026-05-13T11:22:16-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent called Loblaw Companies requesting to speak with Sandra Jackson; receptionist could not find Sandra in the system and had no new contact info, call ended after hold and brief exchange.","aitm_callsummarytitle":"Could not locate Sandra Jackson at Loblaw","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not found in company system; no contact info available.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact not found at organization; unable to reach requested person.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5e3417eb0c24a61d922b8c33cee","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5e3417eb0c24a61d922b8c33cee","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"11392","email":"sandumada@yahoo.com","first_name":"Andreea","last_name":"Sandu","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2504001","full_name":"Andreea Sandu","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2013-08-13","lapsed_expiration_date":"2022-10-04","individual_id":"217677","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002569","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","pds_july":"11","paid_thru":"2022-07-31","new_member_date_2":"2013-08-13","temp_do_id_for_auto_old_do_id":"LB2504001","temp_intcode_for_auto_old_int_code":"21","pds_august":"11","phone_2":"7783855146","pds_september":"11","last_act_type":"2023-02-01","pcl_status":"P","pcl_completion_date":"2013-11-05","pf1_status":"P","pf1_completion_date":"2014-03-07","pf2_status":"P","pf2_completion_date":"2014-11-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-08-08","number_of_passed_courses":"4","pds_october":"11","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"sandumada@yahoo.com","pcl_completion_date_5":"2018-11-05","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"contact":{"id":"10163","email":"perimurphy@gmail.com","first_name":"Pierina","last_name":"Murphy","phone":"6048381975","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Pierina Murphy","language":"English","origin":"Lapsed Spring 2024","individual_id":"202990","region":"CDN","lead_status":"Refused","old_do_id":"L25P02464","members_type":"PRO","province":"BC","area_code":"604","time_zone":"5","phone_2":"6048381975","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"13 March 2025 She changed her field completely\r\n25 March 2025 Don't call again\n2026 May 25 call reached voicemail\n2026 May 25 contact declined to renew and refused survey questions","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:07-04:00","onesentencenotrenewed":"User declined to renew and refused to answer survey questions.","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2023-10-31","new_member_date_2":"2012-11-16","temp_do_id_for_auto_old_do_id":"L25P02464","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2017-03-13","last_act_type":"2024-07-06","pcl_status":"P","pcl_completion_date":"2012-09-13","pf1_status":"P","pf1_completion_date":"2012-10-10","pf2_status":"P","pf2_completion_date":"2012-10-22","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":"perimurphy@gmail.com","pcl_completion_date_5":"2017-09-13","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","thewithdrawaldate":"2024-01-05","aitm_status_called":"2026-05-25T14:22:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Pierina regarding her lapsed Professional membership and requested feedback. Pierina declined to participate in the survey, indicating she had already been through this process.","aitm_callsummarytitle":"User declined renewal survey","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_b431bd1d9d1e4b3e70f2b81d543","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b431bd1d9d1e4b3e70f2b81d543","number_of_total_call_attempts":"2","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1","ln_entered_date":"2026-05-27"}},"seriesid":"163"}
{"contact":{"id":"30692","email":"kvhamm@sasktel.net","first_name":"Viola","last_name":"Hamm","phone":"3067914314","orgname":"","customer_acct_name":"","tags":"250908 phone recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"68121","full_name":"Viola Hamm, PLP","members_type":"PRO","coidnewmbrdate":"1999-08-01","city_1":"Regina","province":"SK","language":"English","phone_2":"3067612396","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2003-08-14","area_code":"306","time_zone":"3","canceldate":"2010-06-17","cpa_certification":"CPM","cert_status":"ACTIVE","intcode":"0","blocnote":"15 April 2025 Call cannot be completed\r\n23 April 2025 Cannot be completed\r\n06 May 2025 Number cannot be reached\r\n05 September 2025 Number disconnected","pds_july":"9","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T18:32:00-04:00","old_int_code":"8","paid_thru":"2026-03-01","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2505967","temp_intcode_for_auto_old_int_code":"0","pds_august":"9","pds_september":"9","last_infoline_date_type":"2024-06-19","last_conf_date_type":"2024-06-19","last_act_type":"2025-04-16","pipeline_2_members_only_ast":"","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-09-10","number_of_passed_courses":"1","pds_october":"9","trc":"False","wera":"False","pds_november":"9","do_id":"LB2505967","old_do_id":"L25O00607","npi_email_temp":"kvhamm@sasktel.net","formatted_paid_thru":"01\/03\/2026","latest_paid_thru":"2026-03-01"}},"seriesid":"163"}
{"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"9413","email":"ronng66@gmail.com","first_name":"Ronald","last_name":"Ng","phone":"6042788511","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":"L25C07639","full_name":"Ronald  Ng","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"307697","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503384","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6042788511","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","intcode":"06","blocnote":"Mar 12 2025 vm  Mar 24 2025 vm\r\nMar 26 2025 m  Mar 28 2025 vm  Apr 3 2025 vm\r\nApr 9 2025 vm  Apr 11 2025 vm\r\nJuly 8 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:15:00-05:00","paid_thru":"2022-10-31","new_member_date_2":"2021-11-25","temp_do_id_for_auto_old_do_id":"L25C07639","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-06-06","pcl_status":"F","pcl_completion_date":"2022-03-13","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"ronng66@gmail.com","pcl_completion_date_5":"2027-03-13","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"29240","email":"volson@kandrea.ca","first_name":"Velina","last_name":"Olson","phone":"7809882384","orgname":"Kandrea Insulation and Scaffolding","customer_acct_name":"Kandrea Insulation and Scaffolding","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST1066","full_name":"Velina Olson","members_type":"AST","city_1":"Leduc","province":"AB","language":"English","lead_status":"Renewed APX","new_member_date_2":"2022-04-07","pipeline_2_members_only_ast":"Pre-membership expiration","last_engaged_date":"2025-05-29","individual_id":"311854","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"May 5 2026 vm  May 6 2026 vm\r\nmay 12 2026 vm  may 15 2026 vm\r\nMay 21 2026 vm  May 25 2026 vm\r\nJune 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T17:00:00-04:00","intcode":"06","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":"AST1066","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-10-10","last_act_type":"2025-10-10","telemarketing_call_date":"2025-12-05","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:47-05:00","npi_email_temp":"volson@kandrea.ca","apx_entered_date":"2026-02-14","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31"}},"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":"290357","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":"2022-08-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"contactus@bbsbookkeeping.ca","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30","company_paid_thru":"2022-06-30","corp_cancel_date":"2022-09-02","last_infoline_date_type":"2022-08-22","company_status":"I"}},"seriesid":"163"}
{"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":{"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":"2027-05-31","new_member_date_2":"2026-06-01","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\/05\/2027","latest_paid_thru":"2027-05-31"}},"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","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"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","latest_paid_thru":"2023-11-30","company_paid_thru":"2023-11-30","corp_cancel_date":"2024-02-03","company_status":"I"}},"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":"2020-03-11","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","latest_paid_thru":"2021-10-31"}},"seriesid":"163"}
{"contact":{"id":"11286","email":"dowdingtl@gmail.com","first_name":"Tammy","last_name":"Dowding","phone":"4035986948","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2504044","full_name":"Tammy Dowding","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2022-01-20","lapsed_expiration_date":"2023-03-02","individual_id":"288899","members_type":"PRO","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"CLNPI002617","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-03-02","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":"2022-12-31","new_member_date_2":"2022-01-20","temp_do_id_for_auto_old_do_id":"LB2504044","temp_intcode_for_auto_old_int_code":"21","phone_2":"4035986948","last_act_type":"2023-05-31","pcl_status":"P","pcl_completion_date":"2020-08-30","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"P","pf2_completion_date":"2022-05-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-07-06","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"EXEMPTED","npi_email_temp":"dowdingtl@gmail.com","pcl_completion_date_5":"2025-08-30","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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":"15","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":"15","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.\n2026 May 08 call started, agent introduced herself and mentioned lapsed membership, call ended abruptly - no clear conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:32-04:00","last_infoline_date_type":"2025-04-24","last_act_type":"2025-04-24","value_help_with_complex":"No","old_int_code":"16","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","latest_paid_thru":"2025-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:32-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached M\u00e9lanie and introduced herself, mentioning the lapsed Associate membership and intending to ask a few questions. The call was very short with mostly inaudible speech and ended with the user hanging up.","aitm_callsummarytitle":"Short call with lapsed membership mention","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1f15653d79f1de18c474a432def","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1f15653d79f1de18c474a432def"}},"seriesid":"163"}
{"contact":{"id":"11138","email":"pradnya.pisal@gmail.com","first_name":"Pradnya","last_name":"Jambhale","phone":"2899683154","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07570","full_name":"Pradnya Jambhale","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293219","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503356","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":"2020-10-16","temp_do_id_for_auto_old_do_id":"L25C07570","phone_2":"2899683154","last_act_type":"2020-10-16","pcl_status":"P","pcl_completion_date":"2021-05-03","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"pradnya.pisal@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"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":"2023-09-11","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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5506","email":"steve.hill@in-rgy.com","first_name":"Steve","last_name":"Hill","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":"L25O01717","province":"QC","full_name":"Steve Hill","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2013-04-16","domain_1":"in-rgy.com","attended_webinar":"No","lapsed_expiration_date":"2022-06-02","individual_id":"213935","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501580","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T09:40:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01717","temp_intcode_for_auto_old_int_code":"6","organization_id":"213933","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"steve.hill@in-rgy.com","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"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":"TMAI","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":"15","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\n2026 May 25 call reached voicemail.\n2026 May 25 partial survey completed; user declined satisfaction rating and ended call","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:08-04:00","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":"15","cert_status":"WITHDRAWN","last_act_type":"2026-12-05","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","latest_paid_thru":"2025-12-31","thewithdrawaldate":"2026-03-03","aitm_status_called":"2026-05-25T14:32:06-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Na regarding their lapsed Professional membership with the National Payroll Institute and conducted part of a short survey about their membership experience. The user answered some questions but declined to provide a satisfaction rating and expressed that the agent was AI, then ended the call.","aitm_callsummarytitle":"Partial Survey on Membership Experience","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Partial survey with no renewal email sent","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f201e07cf6bf3303fbd591aeca4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f201e07cf6bf3303fbd591aeca4","number_of_total_call_attempts":"2","initialvalue":"Stay Current","age_range":"46-60","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"11366","email":"mkram69@telus.net","first_name":"Mark","last_name":"Kram","phone":"5875829033","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503990","full_name":"Mark Kram","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2012-03-22","lapsed_expiration_date":"2023-05-02","individual_id":"197395","members_type":"PRO","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CLNPI002557","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":"2012-03-22","temp_do_id_for_auto_old_do_id":"LB2503990","temp_intcode_for_auto_old_int_code":"21","phone_2":"5875829033","last_infoline_date_type":"2018-04-16","last_act_type":"2023-07-31","pcl_status":"P","pcl_completion_date":"2012-08-07","pf1_status":"P","pf1_completion_date":"2014-01-02","pf2_status":"P","pf2_completion_date":"2014-11-10","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":"mkram69@telus.net","pcl_completion_date_5":"2017-08-07","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"31285","email":"cennets81@hotmail.com","first_name":"Cennet","last_name":"Suyum","phone":"5145932630","orgname":"CIUSSS Centre Sud de l'\u00cele de Montr\u00e9al","customer_acct_name":"CIUSSS Centre Sud de l'\u00cele de Montr\u00e9al","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Cennet Seliz Suyum, PCP","members_type":"PRO","city_1":"Montr?al","province":"QC","phone_2":"4389271590","pipeline_2_members_only_ast":"","new_member_date_2":"2017-11-06","area_code":"438","time_zone":"2","language":"French","intcode":"00","pipeline_1_lapsed_members":"","individual_id":"91727","pds_may":"2","cert_status":"ACTIVE","canceldate":"2015-10-08","nonactive_reason":"AST->CAND\/PRO","pds_july":"2","cpa_certification":"SCP","paid_thru":"2026-10-31","old_do_id":"L25P02199","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2504698","temp_intcode_for_auto_old_int_code":"0","pds_august":"2","pds_september":"2","last_infoline_date_type":"2017-12-09","last_act_type":"2026-12-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-04-28","number_of_passed_courses":"1","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"cennets81@hotmail.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"29773","email":"vfaria@matcormetalfab.com","first_name":"Valerie","last_name":"Faria","phone":"9058147479","orgname":"Matcor Metal Fabrication","customer_acct_name":"Matcor Metal Fabrication","tags":"payrollcompliance visited, payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST0452","full_name":"Valerie Faria","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"4166025132","lead_status":"Renewed APX","last_login_date":"2026-05-21T09:08:06-04:00","new_member_date_2":"2022-04-05","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"223310","no_email_solicitation":"False","pds_march":"1","area_code":"905","time_zone":"2","blocnote":"May 4 2025 vm\r\nMay 8 2026 Survey completed send emails.\r\nMay 27 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-27T11:08:00-04:00","sendpreexpirationemail":"2026-05-08T10:11:00-04:00","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","last_engaged_date":"2026-05-13","intcode":"02","resources_tools_may":"1","pipeline_1_lapsed_members":"","pds_may":"1","pds_july":"1","paid_thru":"2026-03-31","old_int_code":"06","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","pds_august":"1","extension_phone_1":"6051","sendjulyemail":"2025-09-12T15:43:00-04:00","sendmayemail":"2025-09-12T15:43:00-04:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST0452","temp_intcode_for_auto_old_int_code":"02","pds_september":"1","last_infoline_date_type":"2026-04-28","last_act_type":"2026-04-28","telemarketing_call_date":"2025-09-17","pcl_status":"P","pcl_completion_date":"2014-07-10","pf1_status":"P","pf1_completion_date":"2015-04-27","pf2_status":"F","pf2_completion_date":"2017-06-11","number_of_passed_courses":"2","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:47-05:00","pds_november":"1","npi_email_temp":"vfaria@matcormetalfab.com","apx_entered_date":"2026-02-14","pcl_completion_date_5":"2019-07-10","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31","testimonial":"I don't call NPI often but when I do I always get an answer.","renewal_refusal_reasons":"","sendapxapplicationform":"2026-05-08T10:12:00-04:00","testimonial_reviewer_name":"Payam","testimonial_reviewed":"I don\u2019t call NPI often, but whenever I do, I always get the answers I need.","original_language":"English","original_testimonial_translated":"Je n'appelle pas l'INP tr\u00e8s souvent, mais quand je le fais, je re\u00e7ois toujours les r\u00e9ponses que je cherche.","testimonial_sent_date":"2026-05-13T14:17:24-04:00","testimonial_confirmation_date":"2026-05-13T14:20:48-04:00","member_may":"3"}},"seriesid":"163"}
{"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":"2026-04-05","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","npi_email_temp":"mc_dor@hotmail.com","pcl_completion_date_5":"2019-10-14","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"29712","email":"evansms@live.com","first_name":"Melissa","last_name":"Evans","phone":"5192221691","orgname":"Waterloo Regional Police","customer_acct_name":"Waterloo Regional Police","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0439","full_name":"Melissa Evans","members_type":"AST","city_1":"Breslau","province":"ON","language":"English","phone_2":"5192221691","lead_status":"Renewed APX","new_member_date_2":"2014-02-18","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"223017","no_email_solicitation":"False","pds_march":"5","area_code":"519","time_zone":"2","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-23T10:12:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T10:56:00-04:00","blocnote":"May 6 2026 completed with one email sent","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"5","old_int_code":"99","pds_july":"5","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"5","temp_do_id_for_auto_old_do_id":"AST0439","temp_intcode_for_auto_old_int_code":"31","pds_september":"5","last_act_type":"2026-01-21","telemarketing_call_date":"2026-05-06","pcl_status":"P","pcl_completion_date":"2014-04-22","pf1_status":"P","pf1_completion_date":"2014-10-10","pf2_status":"F","pf2_completion_date":"2017-06-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-12-21","number_of_passed_courses":"3","pds_october":"5","trc":"False","wera":"False","sendaidate":"2026-05-06T10:56:28-04:00","pds_november":"5","npi_email_temp":"evansms@live.com","date_of_renewal_identification":"2026-01-24","pcl_completion_date_5":"2019-04-22","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","sendaigeneral":"2026-05-06T10:56:00-04:00","sendaiemail":"2026-05-06T10:56:28-04:00","extension_phone_1":"","email2":"","full_name_2":" "}},"seriesid":"163"}
{"contact":{"id":"7756","email":"stewartmak@gmail.com","first_name":"Stewart","last_name":"Chigume","phone":"8667104200","orgname":"Ikea Canada Limited Partnership","customer_acct_name":"Ikea Canada Limited Partnership","tags":"CSV imported, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Stewart Chigume","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2001-07-15","lapsed_expiration_date":"2023-05-02","individual_id":"98437","area_code":"866","region":"CDN","lead_status":"Not Relevant","old_do_id":"LB2507343","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T12:58:00-04:00","cert_status":"WITHDRAWN","canceldate":"2013-07-03","pipeline_2_members_only_ast":"","new_member_date_2":"2006-01-18","paid_thru":"2027-06-30","temp_do_id_for_auto_old_do_id":"LB2507343","temp_intcode_for_auto_old_int_code":"99","organization_id":"104518","cpa_certification":"PCP","pds_august":"1","phone_2":"2502428194","old_int_code":"6","pds_september":"1","last_conf_date_type":"2022-06-07","last_act_type":"2026-04-23","company_paid_thru":"2027-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"F","pcl_completion_date":"2022-08-08","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"stewartmak@gmail.com","pcl_completion_date_5":"2027-08-08","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","do_id":"","company_status":"A"}},"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":"2023-08-02","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","latest_paid_thru":"2024-01-31"}},"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","latest_paid_thru":"2022-06-30","company_paid_thru":"2022-06-30","corp_cancel_date":"2022-09-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"270366","no_email_solicitation":"False","pds_march":"1","time_zone":"2","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-23T10:47:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:16:00-04:00","blocnote":"May 6 2026 Survey completed Send resources email. Not considering certification will be retiring soon.","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","pipeline_1_lapsed_members":"","pds_may":"1","old_int_code":"99","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":"31","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":"2026-04-20","telemarketing_call_date":"2026-05-06","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","latest_paid_thru":"2026-12-31","sendaigeneral":"2026-05-06T11:16:00-04:00","sendaiemail":"2026-05-06T11:16:27-04:00","sendaidate":"2026-05-06T11:16:27-04:00","extension_phone_1":"","email2":"","full_name_2":" ","value_designation":"No"}},"seriesid":"163"}
{"contact":{"id":"8662","email":"cgreen@tdgsl.ca","first_name":"Carol","last_name":"Green","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":"L25O02461","province":"NB","full_name":"Carol Green","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2013-04-18","domain_1":"tdgsl.ca","lapsed_expiration_date":"2023-06-02","individual_id":"214139","area_code":"506","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"L25O00003","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 14 2025 vm\r\nAug 5 2025 not available\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T10:16:00-05:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O02461","temp_intcode_for_auto_old_int_code":"06","organization_id":"214137","pds_august":"3","pds_september":"3","old_int_code":"7","last_conf_date_type":"2021-06-09","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"cgreen@tdgsl.ca","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31239","email":"candice_jm@hotmail.com","first_name":"Candice","last_name":"Micale","phone":"6042441469","orgname":"ZE PowerGroup Inc.","customer_acct_name":"ZE PowerGroup Inc.","tags":"TMAI","ip4":"127.0.0.1","fields":{"full_name":"Candice Micale, PLP","members_type":"AST","city_1":"Richmond","province":"BC","phone_2":"7788615517","pipeline_2_members_only_ast":"","new_member_date_2":"2016-02-26","area_code":"778","time_zone":"5","language":"English","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"240789","blocnote":"10 June 2025 VM  June 19 2025 vm\r\nJune 25 2025 vm\n2026 May 08 call reached voicemail, message left\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 voicemail reached, message left\n2026 May 11 voicemail reached, no human answered\n2026 May 13 voicemail reached, message left\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, message left\n2026 May 15 call reached voicemail, no contact made","nonactive_reason":"AST->CAND\/PRO","old_do_id":"LB2504615","lead_status":"Lapsed Member","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25A03108","temp_intcode_for_auto_old_int_code":"6","cert_status":"WITHDRAWN_CPE","cpa_certification":"CPM","extension_phone_1":"353","last_infoline_date_type":"2017-07-03","last_act_type":"2026-04-05","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2016-05-16","pf1_status":"P","pf1_completion_date":"2016-07-17","pf2_status":"P","pf2_completion_date":"2017-05-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-06-08","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","do_id":"L25A03108","npi_email_temp":"candice_jm@hotmail.com","pcl_completion_date_5":"2021-05-16","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","ln_entered_date":"2026-05-03","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:30-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went to voicemail immediately.","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","session_id":"call_ee844d683da13020cbd4d19ffe0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ee844d683da13020cbd4d19ffe0"}},"seriesid":"163"}
{"contact":{"id":"11320","email":"junnel_rose.almario@boehringer-ingelheim.com","first_name":"Junnel","last_name":"Almario","phone":"6391790000","orgname":"Boehringer Ingelheim Business Services Philippines, Inc.","customer_acct_name":"Boehringer Ingelheim Business Services Philippines, Inc.","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":"Junnel Rose Almario","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2021-01-14","domain_1":"boehringer-ingelheim.com","individual_id":"296659","area_code":"639","region":"CDN","lead_status":"Not Relevant","last_engaged_date":"2024-11-22","old_do_id":"L25O02397","time_zone":"3","province":"NCR","members_type":"CORP","pipeline_1_lapsed_members":"","intcode":"07","blocnote":"Mar 18 2025 line busy\r\nMar 27 2025 line busy: not found\r\nApril 7 2025 line busy\r\nApril 15 2025 line busy\r\nApril 24 2025 line busy\r\nMay 6 2025 line busy\r\nJuly 10 2025 line busy\r\nLN Sept 16 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T14:43:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"LB2505761","temp_intcode_for_auto_old_int_code":"7","organization_id":"296660","extension_phone_1":"0","last_act_type":"2023-02-24","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"junnel_rose.almario@boehringer-ingelheim.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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","latest_paid_thru":"2025-02-28"}},"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","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"10104","email":"pascualjoana87@gmail.com","first_name":"Joana","last_name":"Pascual","phone":"2506870863","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":"LB2506781","full_name":"Joana Pascual","language":"English","origin":"Lapsed Spring 2024","individual_id":"319715","region":"CDN","lead_status":"Refused","old_do_id":"L25C06487","members_type":"CAND","province":"BC","area_code":"250","time_zone":"5","phone_2":"2506870863","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-03","intcode":"21","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":"2025-11-28T11:10:00-05:00","paid_thru":"2023-11-30","new_member_date_2":"2022-12-15","temp_do_id_for_auto_old_do_id":"LB2506781","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-02-28","pcl_status":"F","pcl_completion_date":"2023-04-09","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":"pascualjoana87@gmail.com","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"31202","email":"harmandeep6663@gmail.com","first_name":"Harmandeep","last_name":"Kaur","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":"Harmandeep Kaur","lead_status":"Lapsed Member","members_type":"CAND","city_1":"London","province":"ON","phone_2":"6472376663","do_id":"L25C09411","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":"0","blocnote":"28 March 2025 VM\r\n01 April 2025 VM\r\n03 April 2025 VM\r\n04 June 2025 Completed - she doesn't have a job title - she is still looking for a job","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"336047","sendwelcomeapplicationform":"2025-06-04T13:09:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T13:25:00-04:00","onesentencenotrenewed":"AST->CAND","source_of_membership":"Other","source_of_membership_other":"just took the PCP","job_title":"Payroll","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","cert_status":"PENDING","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25C09411","temp_intcode_for_auto_old_int_code":"25","last_act_type":"2025-04-03","telemarketing_call_date":"2025-06-04","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":"2025-12-01T10:13:51-05:00","last_engaged_date":"2026-01-13","npi_email_temp":"harmandeep6663@gmail.com","date_of_renewal_identification":"","ln_entered_date":"2026-04-02","old_do_id":"AST1731","old_int_code":"25","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02"}},"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","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"5551","email":"andreita_jaz@hotmail.com","first_name":"Andr\u00e9a","last_name":"Covarrubias","phone":"4388867120","orgname":"Le Devoir","customer_acct_name":"Le Devoir","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06354","province":"QC","full_name":"Andr\u00e9a Jazmin L\u00e9on Covarrubias","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2020-02-27","attended_webinar":"No","lapsed_expiration_date":"2020-02-27","individual_id":"286208","time_zone":"2","area_code":"438","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501462","members_type":"CAND","phone_2":"4388867120","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","intcode":"06","blocnote":"24 avril 2025 demande a \u00eatre rappeler demain\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\r\n27 mai 2025 bv\r\n2 juin 2025 bv\r\n2 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-02T15:45:00-04:00","paid_thru":"2024-01-31","new_member_date_2":"2020-02-27","temp_do_id_for_auto_old_do_id":"L25C06354","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-03-04","pcl_status":"P","pcl_completion_date":"2021-01-20","pf1_status":"P","pf1_completion_date":"2021-06-14","pf2_status":"F","pf2_completion_date":"2022-06-20","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"andreita_jaz@hotmail.com","pcl_completion_date_5":"2026-01-20","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"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, AI Contacts sent to TM 2026, 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","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"7101","email":"lisahand0205@gmail.com","first_name":"Lisa","last_name":"Robbins","phone":"7804002270","orgname":"CASA, Child,Adolescent and Family Mental Health","customer_acct_name":"CASA, Child,Adolescent and Family Mental Health","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502252","full_name":"Lisa Robbins","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2009-10-22","individual_id":"33658","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"C17644","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-04-02","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":"2021-01-31","new_member_date_2":"2009-10-22","temp_do_id_for_auto_old_do_id":"LB2502252","temp_intcode_for_auto_old_int_code":"21","phone_2":"7804666162","last_infoline_date_type":"2017-02-08","last_act_type":"2021-01-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-10-01","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"lisahand0205@gmail.com","formatted_paid_thru":"31\/01\/2021","latest_paid_thru":"2021-01-31"}},"seriesid":"163"}
{"contact":{"id":"5518","email":"cbarrette@yqb.ca","first_name":"Catherine","last_name":"Barrette","phone":"4186402700","orgname":"A\u00e9roport de Qu\u00e9bec Inc.","customer_acct_name":"A\u00e9roport de Qu\u00e9bec Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O00057","province":"QC","extension_phone_1":"2783","full_name":"Catherine Barrette","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2014-03-25","domain_1":"yqb.ca","attended_webinar":"No","lapsed_expiration_date":"2023-05-02","individual_id":"224140","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00241","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"1","dhmsfin_telemarketing_last_contacted_date":"2025-02-19T08:59:00-05:00","email2":"smorin@yqb.ca","blocnote":"8 1 25 BV 9 1 25 BV OK A FAIT SONDAGE MAIS A FINALEMENT JAMAIS UTILIS? 19 2 25 PAS PLUS INT M?ME AVEC NOUVEAUX AVANTAGES","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00057","temp_intcode_for_auto_old_int_code":"1","organization_id":"224138","pds_august":"2","pds_september":"2","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"cbarrette@yqb.ca","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9375","email":"mirandatomera29@gmail.com","first_name":"Miranda","last_name":"Tomera","phone":"7784061380","orgname":"GAIN Group","customer_acct_name":"GAIN Group","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02305","province":"BC","full_name":"Miranda Tomera","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305125","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500358","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","new_member_date_2":"2021-09-15","no_email_solicitation":"FALSE","intcode":"06","blocnote":"May 20 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 1 2025 vm\n2026 May 08 call reached voicemail after transfer attempt to Miranda\n2026 May 08 call reached voicemail\n2026 May 11 voicemail reached, message left\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail after transfer to extension 1043\n2026 May 13 callback scheduled for next day at 16:06 - contact not available to discuss renewal\n2026 May 14 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T16:06:43-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A02305","temp_intcode_for_auto_old_int_code":"06","phone_2":"2508842761","last_act_type":"2021-09-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mirandatomera29@gmail.com","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-14T16:31:42-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was an outbound attempt to reach Miranda, but it was answered by voicemail after a brief greeting.","aitm_callsummarytitle":"Voicemail reached","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cf07b0bb43ac9be6835f381b1e5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cf07b0bb43ac9be6835f381b1e5","mini_nps":"3","npi_call_back_date_and_time":"2026-05-14T16:06:00-04:00","npi_call_back_time_hour":"16","npi_call_back_time_minute":"06","onesentencenotrenewed":"Contact did not have time to talk and requested a callback.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"10","astotherreasonsnottorenew":"Contact was not available to discuss renewal at this time.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"11304","email":"hongloong222@gmail.com","first_name":"Hong","last_name":"Loong","phone":"6474444973","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02262","full_name":"Hong Loong","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2022-01-13","lapsed_expiration_date":"2023-03-02","individual_id":"308899","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504062","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","new_member_date_2":"2022-01-13","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","paid_thru":"2022-12-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call went to voicemail, no contact reached\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:49-04:00","temp_do_id_for_auto_old_do_id":"L25A02262","temp_intcode_for_auto_old_int_code":"6","phone_2":"6474444973","last_act_type":"2022-12-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hongloong222@gmail.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:24-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7b8574df2d2d516d85f8098fc66","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7b8574df2d2d516d85f8098fc66"}},"seriesid":"163"}
{"contact":{"id":"29802","email":"sweetbailey.jf@gmail.com","first_name":"Janice","last_name":"Ferguson","phone":"9027906118","orgname":"JJ Solutions Inc","customer_acct_name":"JJ Solutions Inc","tags":"payroll.ca visited, Breaking News, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02885","full_name":"Janice Ferguson, Non-NPI","members_type":"AST","city_1":"Grande Prairie","province":"AB","language":"English","phone_2":"9027906118","lead_status":"Lapsed Member","last_engaged_date":"2025-12-10","new_member_date_2":"2025-01-17","pipeline_2_members_only_ast":"","individual_id":"346535","no_email_solicitation":"False","area_code":"902","time_zone":"1","intcode":"15","blocnote":"Dec 9 2025 completed with renewal ( willing to renew soon)\n2026 May 08 call reached voicemail, no contact with human.\n2026 May 08 contact answered but said now is not a good time, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T09:06:43-04:00","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":"L25A02885","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-01-17","telemarketing_call_date":"2025-10-22","number_of_passed_courses":"0","trc":"False","wera":"False","sendpreexpirationemail":"2025-12-09T10:42:00-05:00","sendapxapplicationform":"2025-12-09T10:42:00-05:00","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":"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":"06","npi_email_temp":"sweetbailey.jf@gmail.com","canceldate":"2026-03-03","date_of_renewal_identification":"","old_do_id":"AST0458","ln_entered_date":"2026-03-04","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T09:21:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Janice and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. Janice indicated that it was not a good time to talk, and the call ended shortly after.","aitm_callsummarytitle":"Contact not available to discuss membership","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_d0c2ef61338b96fa45304cf22ac","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d0c2ef61338b96fa45304cf22ac","number_of_calls_reached":"1"}},"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":"2020-05-03","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","latest_paid_thru":"2020-12-31"}},"seriesid":"163"}
{"contact":{"id":"7241","email":"marlene.lock@carte.ca","first_name":"Marlene","last_name":"Lock","phone":"2046337220","orgname":"Carte International","customer_acct_name":"Carte International","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01865","full_name":"Marlene Lock","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2014-10-29","domain_1":"carte.ca","individual_id":"266254","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502181","time_zone":"3","province":"MB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25O01865","organization_id":"229956","members_type":"CORP","last_act_type":"2018-08-23","intcode":"02","blocnote":"LN Oct 15 2025 vm\r\nmembership is renewed","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T16:54:00-05:00","temp_intcode_for_auto_old_int_code":"02","number_of_passed_courses":"0","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","old_int_code":"06","npi_email_temp":"marlene.lock@carte.ca","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","company_paid_thru":"2021-09-30","corp_cancel_date":"2021-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10579","email":"sherrydevi@gmail.com","first_name":"Indra","last_name":"Singh","phone":"6477676118","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":"L25C06912","full_name":"Indra Singh","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"306350","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503423","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6477676118","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T14:15:00-05:00","paid_thru":"2022-09-30","new_member_date_2":"2021-10-25","temp_do_id_for_auto_old_do_id":"L25C06912","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-10-25","pcl_status":"F","pcl_completion_date":"2022-02-06","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"sherrydevi@gmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"28697","email":"p.shaughnessy@live.com","first_name":"Patricia","last_name":"Shaughnessy","phone":"2509745556","orgname":"Namgis First Nation","customer_acct_name":"Namgis First Nation","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02901","full_name":"Patricia Shaughnessy","members_type":"AST","city_1":"Alert Bay","province":"BC","phone_2":"7785534491","found":"DO4 Phone","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2018-05-23","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","individual_id":"263702","no_email_solicitation":"False","pds_march":"1","area_code":"250","time_zone":"5","intcode":"16","blocnote":"13 May 2025 No longer working there\n2026 May 08 call reached voicemail, no contact made\n2026-05-08 invalid phone destination, phone: +17785534491","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:44-04:00","old_int_code":"08","pds_may":"1","pds_july":"1","paid_thru":"2025-12-31","pds_august":"1","extension_phone_1":"2022","temp_do_id_for_auto_old_do_id":"L25A02901","temp_intcode_for_auto_old_int_code":"16","pds_september":"1","last_act_type":"2025-10-01","telemarketing_call_date":"2025-05-13","pcl_status":"P","pcl_completion_date":"2018-09-02","pf1_status":"F","pf1_completion_date":"2019-05-26","number_of_passed_courses":"1","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"p.shaughnessy@live.com","canceldate":"2026-03-03","ln_entered_date":"2026-03-04","old_do_id":"AST1304","pcl_completion_date_5":"2023-09-02","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:21:47-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach the contact but went to voicemail after a brief greeting.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_fb5018b3c1a35f522f6abb61878","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fb5018b3c1a35f522f6abb61878"}},"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":"2027-06-30","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":"2018-01-08","last_conf_date_type":"2021-06-09","last_act_type":"2026-04-05","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","npi_email_temp":"tamara@beancountersbkkg.ca","pcl_completion_date_5":"2020-12-14","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30"}},"seriesid":"163"}
{"contact":{"id":"5654","email":"nadia@fgd-cpa.com","first_name":"Nadia","last_name":"Larivi\u00e8re","phone":"4186280588","orgname":"FGD CPA Inc.","customer_acct_name":"FGD CPA Inc.","tags":"CSV imported, paie.ca visited, F24 Webinar QC, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O00171","province":"QC","full_name":"Nadia Larivi\u00e8re","language":"French","origin":"2024 FALL","explicit_consent_date":"2021-01-04","domain_1":"fgd-cpa.com","attended_webinar":"Yes","lapsed_expiration_date":"2022-02-02","individual_id":"296239","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETO00659","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-02-28T13:36:44-05:00","blocnote":"8 1 25 sondage 19 2 25 BV MEETING 20 2 25 BV 28 2 25 BV","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O00171","temp_intcode_for_auto_old_int_code":"6","organization_id":"296240","last_infoline_date_type":"2021-11-18","last_act_type":"2021-11-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nadia@fgd-cpa.com","last_engaged_date":"2026-01-23","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"11278","email":"corrinne.flores@adp.com","first_name":"Corrinne","last_name":"Flores","phone":"9099715858","orgname":"ADP Inc.","customer_acct_name":"ADP Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiPartnerAccount, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Corrinne Flores","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","domain_1":"adp.com","lapsed_expiration_date":"2023-01-05","individual_id":"270495","area_code":"909","region":"US","lead_status":"Partner","province":"CA","time_zone":"5","last_engaged_date":"2024-12-16","members_type":"AST","pipeline_1_lapsed_members":"","no_email_solicitation":"FALSE","intcode":"20","blocnote":"22 May 2025 VM\r\nPartner NPI","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T08:11:00-04:00","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2504810","temp_intcode_for_auto_old_int_code":"20","old_do_id":"L25A00063","canceldate":"2023-01-05","new_member_date_2":"2021-11-23","paid_thru":"2022-10-31","phone_2":"9098959565","last_act_type":"2021-11-23","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2504810","npi_email_temp":"corrinne.flores@adp.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"7335","email":"mianahsan80@gmail.com","first_name":"Mian","last_name":"Ahsan","phone":"4385054786","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02247","full_name":"Mian Mohammad Ahsan","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2022-03-10","lapsed_expiration_date":"2023-05-02","individual_id":"231238","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504017","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","cpa_certification":"PCP","new_member_date_2":"2022-03-10","no_email_solicitation":"FALSE","cert_status":"PENDING","province":"QC","time_zone":"2","paid_thru":"2023-02-28","intcode":"06","blocnote":"Aug 13 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","temp_do_id_for_auto_old_do_id":"L25A02247","temp_intcode_for_auto_old_int_code":"6","phone_2":"4385054786","last_act_type":"2023-05-23","pcl_status":"P","pcl_completion_date":"2015-04-20","pf1_status":"P","pf1_completion_date":"2022-06-26","pf2_status":"P","pf2_completion_date":"2022-10-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-28","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"mianahsan80@gmail.com","pcl_completion_date_5":"2020-04-20","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_89815ebf1ab5b65822df2b55be8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_89815ebf1ab5b65822df2b55be8","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"}},"seriesid":"163"}
{"contact":{"id":"5578","email":"isabelleguoqi@hotmail.com","first_name":"Qi","last_name":"Guo","phone":"4508903922","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":"L25C06644","province":"QC","full_name":"Qi Guo","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2022-09-01","attended_webinar":"No","lapsed_expiration_date":"2022-09-01","individual_id":"311592","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501475","members_type":"CAND","phone_2":"5148852338","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"23 avril 2025\u00a0bv\r\n24 avril 2025 bv\r\n29 avril 2025 bv\r\n1 mai 25 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":"2025-12-17T11:45:00-05:00","paid_thru":"2023-08-31","new_member_date_2":"2022-09-01","temp_do_id_for_auto_old_do_id":"L25C06644","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-01-09","pcl_status":"P","pcl_completion_date":"2023-01-09","pf1_status":"F","pf1_completion_date":"2023-04-30","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"isabelleguoqi@hotmail.com","pcl_completion_date_5":"2028-01-09","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"7144","email":"minhuang8890@hotmail.com","first_name":"Min","last_name":"Huang","phone":"4169439333","orgname":"Softron Inc.","customer_acct_name":"Softron Inc.","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502031","full_name":"Min Huang","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-05-22","area_code":"905","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"C16122","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-07-03","individual_id":"219140","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":"1","paid_thru":"2020-04-30","new_member_date_2":"2014-05-22","temp_do_id_for_auto_old_do_id":"LB2502031","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"6479891886","pds_september":"1","last_act_type":"2020-01-10","pcl_status":"P","pcl_completion_date":"2013-12-17","pf1_status":"P","pf1_completion_date":"2014-09-03","pf2_status":"P","pf2_completion_date":"2014-12-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-11-13","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"minhuang8890@hotmail.com","pcl_completion_date_5":"2018-12-17","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30"}},"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","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29775","email":"admin@secheltfire.ca","first_name":"Brenda","last_name":"Poole","phone":"6047417990","orgname":"Sechelt Fire Department","customer_acct_name":"Sechelt Fire Department","tags":"payroll.ca visited, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Brenda Poole","members_type":"AST","city_1":"Campbell River","province":"BC","language":"English","phone_2":"6047417990","lead_status":"Refused","new_member_date_2":"2018-01-12","last_engaged_date":"2025-02-27","pipeline_2_members_only_ast":"","individual_id":"239225","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"01","blocnote":"21 May 2025 She was on leave and she didn't want to hear anything\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 contact positive about NPI help but on leave and will renew after returning to work","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:49-04:00","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02898","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2025-11-02","last_conf_date_type":"2025-06-04","last_act_type":"2025-10-04","telemarketing_call_date":"2025-05-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"admin@secheltfire.ca","canceldate":"2026-03-03","date_of_renewal_identification":"","old_do_id":"L25A02898","ln_entered_date":"2026-03-04","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T13:06:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent contacted Brenda regarding her lapsed Associate membership with the National Payroll Institute. Brenda shared her positive experience but indicated she is currently on leave and prefers to wait to renew her membership until she returns to work. The call concluded with Brenda declining to renew at this time but expressing appreciation for the support received.","aitm_callsummarytitle":"Membership renewal declined due to leave","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_3a4ec58068f352f918ecc34875f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3a4ec58068f352f918ecc34875f","mini_nps":"5","onesentencenotrenewed":"Currently on leave from work and prefers to wait until returning to renew membership.","initialvalue":"Stay Current","age_range":"46-60","number_of_calls_reached":"1"}},"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","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":"2025-02-10","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"5568","email":"cynne.23@hotmail.com","first_name":"Cynthia","last_name":"Perron","phone":"4507566227","orgname":"Nordikeau","customer_acct_name":"Nordikeau","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02148","province":"QC","full_name":"Cynthia Perron","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2023-02-08","attended_webinar":"No","lapsed_expiration_date":"2023-02-08","individual_id":"321617","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501470","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","new_member_date_2":"2023-02-08","no_email_solicitation":"FALSE","intcode":"15","blocnote":"na jamais fait affaire avec eux manque de temps\r\n24 avril 2025\r\n29 avril 2025 ne veut plus \u00eatre appeler\n2026 May 08 call ended due to inactivity, no clear conversation with Cynthia","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A02148","temp_intcode_for_auto_old_int_code":"15","phone_2":"4503680103","last_act_type":"2023-10-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cynne.23@hotmail.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:55-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Cynthia to discuss her lapsed Associate membership with the National Payroll Institute and asked if she had time to answer a few questions. However, the user's speech was inaudible throughout the call, and no clear conversation or responses were obtained before the call ended due to inactivity.","aitm_callsummarytitle":"No clear conversation with Cynthia due to inaudible speech","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"20","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_027590fa6bd19dec2cbe636c12d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_027590fa6bd19dec2cbe636c12d","number_of_calls_reached":"1"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"226472","no_email_solicitation":"False","pds_march":"4","area_code":"613","time_zone":"2","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T10:51:00-04:00","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":"2026-08-04","telemarketing_call_date":"2026-05-06","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","latest_paid_thru":"2027-05-31"}},"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":"2017-08-09","last_act_type":"2020-01-12","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","latest_paid_thru":"2020-06-30"}},"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":"2023-06-03","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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"29786","email":"shivani.vaghela3@gmail.com","first_name":"Shivani","last_name":"Vaghela","phone":"7785867226","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, Member portal, 250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25C05190","full_name":"Shivani Vaghela","members_type":"CAND","city_1":"Parksville","province":"BC","language":"English","phone_2":"7785867226","lead_status":"Lapsed Member","new_member_date_2":"2024-05-06","pipeline_2_members_only_ast":"","time_zone":"5","individual_id":"337398","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T16:17:00-05:00","last_engaged_date":"2025-05-29","resources_tools_may":"1","last_login_date":"2025-05-29T18:41:47-04:00","member_may":"1","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-07-04","area_code":"778","old_do_id":"AST1454","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25C05190","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-07-15","pcl_status":"F","pcl_completion_date":"2024-12-03","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"shivani.vaghela3@gmail.com","pcl_completion_date_5":"2029-12-03","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"29302","email":"candice_pady@hotmail.com","first_name":"Candice","last_name":"Pady","phone":"2502282707","orgname":"Parksville Business Services","customer_acct_name":"Parksville Business Services","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02877","full_name":"Candice Pady","members_type":"AST","city_1":"Parksville","province":"BC","language":"English","phone_2":"2502282707","lead_status":"Lapsed Member","new_member_date_2":"2024-01-04","pipeline_2_members_only_ast":"","individual_id":"224310","canceldate":"2026-03-03","no_email_solicitation":"False","area_code":"250","time_zone":"5","intcode":"14","blocnote":"Dec 12 2025 completed with renewal ( willing to renew soon)\n2026 May 08 voicemail reached, no contact made\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 contact expressed financial reasons for not renewing but interested in future renewal","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:47-04:00","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":"L25A02877","temp_intcode_for_auto_old_int_code":"14","last_infoline_date_type":"2024-08-26","last_act_type":"2024-12-12","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2018-02-04","number_of_passed_courses":"1","trc":"True","wera":"False","sendpreexpirationemail":"2025-12-12T12:26:00-05:00","mini_nps":"5","onesentencenotrenewed":"I just don't have the funds right now.","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotused":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"","notrenewedother":"","notrenewedwanttorenew":"Yes","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":"","old_int_code":"06","npi_email_temp":"candice_pady@hotmail.com","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST1075","pcl_completion_date_5":"2023-02-04","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T13:06:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent spoke with Candice regarding her lapsed Associate membership with the National Payroll Institute. Candice expressed satisfaction with the membership but cited financial constraints as the reason for not renewing. The agent clarified the meaning of sponsoring membership, and Candice indicated she would consider renewing when financially able.","aitm_callsummarytitle":"Membership Renewal Discussion with Financial Constraint","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Forgot\/not aware and then 3 questions","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a5313c8acf409ffc27935778207","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a5313c8acf409ffc27935778207","initialvalue":"Stay Current","age_range":"31-45","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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":"2024-01-03","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","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"7767","email":"sunlf_2007@yahoo.com","first_name":"Lifang","last_name":"Sun","phone":"2509401316","orgname":"Berwick Retirement Community","customer_acct_name":"Berwick Retirement Community","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"extension_phone_1":"111","full_name":"Lifang Sun","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-08-25","area_code":"250","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-10","old_do_id":"LB2502101","time_zone":"5","members_type":"PRO","province":"BC","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-10-02","individual_id":"255307","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"May 12 2025 Lifang no longer there and the 2 people in payroll upkeep their own individual memberships.","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T12:42:00-04:00","old_int_code":"13","pds_july":"2","paid_thru":"2020-07-31","new_member_date_2":"2017-08-25","temp_do_id_for_auto_old_do_id":"LB2507368","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","phone_2":"2509845966","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pds_september":"2","last_act_type":"2020-12-31","pcl_status":"P","pcl_completion_date":"2017-12-18","pf1_status":"P","pf1_completion_date":"2018-05-06","pf2_status":"P","pf2_completion_date":"2018-10-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-06-15","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","do_id":"LB2507368","npi_email_temp":"sunlf_2007@yahoo.com","pcl_completion_date_5":"2022-12-18","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31"}},"seriesid":"163"}
{"contact":{"id":"29748","email":"inaturner@shaw.ca","first_name":"Ina","last_name":"Turner","phone":"6043148395","orgname":"Hands On Accounting","customer_acct_name":"Hands On Accounting","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1447","full_name":"Ina Turner","members_type":"AST","city_1":"Burnaby","province":"BC","language":"English","phone_2":"6043148395","lead_status":"Renewed APX","last_engaged_date":"2026-05-07","new_member_date_2":"2015-01-19","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"177731","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"2","area_code":"604","time_zone":"5","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T12:35:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T12:16:00-04:00","blocnote":"May 6 2026 completed with one email sent","resourceaware":"Yes","resourcevisitedselfreport":"Last 7 days","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"2","cert_status":"PENDING","old_int_code":"99","pds_july":"2","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST1447","temp_intcode_for_auto_old_int_code":"31","pds_september":"2","last_infoline_date_type":"2024-06-06","last_act_type":"2026-12-02","telemarketing_call_date":"2026-05-06","pcl_status":"P","pcl_completion_date":"2015-05-04","pf1_status":"P","pf1_completion_date":"2015-08-24","pf2_status":"P","pf2_completion_date":"2016-03-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-01-28","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"inaturner@shaw.ca","date_of_renewal_identification":"2026-02-15","pcl_completion_date_5":"2020-05-04","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","sendaigeneral":"2026-05-06T12:15:00-04:00","sendaiemail":"2026-05-06T12:15:50-04:00","sendaidate":"2026-05-06T12:15:51-04:00","extension_phone_1":"","email2":"","full_name_2":" "}},"seriesid":"163"}
{"contact":{"id":"29260","email":"cindylin9229@hotmail.com","first_name":"Ling","last_name":"Lin","phone":"7782012636","orgname":"Evasc Medical Systems","customer_acct_name":"Evasc Medical Systems","tags":"250205 AST Members, npiAlert1, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 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":"","lead_status":"Renewed APX","new_member_date_2":"2015-07-22","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"235764","no_email_solicitation":"False","time_zone":"5","intcode":"31","blocnote":"May 1 2026 Survey completed send email. She said she tried to get certification a few years ago but did not have the time.","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T13:35:00-04:00","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":"AST0843","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2023-02-03","last_act_type":"2025-07-05","telemarketing_call_date":"2026-05-01","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":"2026-05-01T13:33:15-04:00","npi_email_temp":"cindylin9229@hotmail.com","pcl_completion_date_5":"2020-10-19","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","old_int_code":"6","sendaigeneral":"2026-05-01T13:33:00-04:00","sendaiemail":"2026-05-01T13:33:14-04:00","sendcandapplicationform":"2026-05-01T13:34:00-04:00","last_engaged_date":"2026-05-01","apx_entered_date":"2026-05-16"}},"seriesid":"163"}
{"contact":{"id":"30819","email":"kaurparneetjawanda@gmail.com","first_name":"Parneet","last_name":"Kaur","phone":"8254393540","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":"329957","full_name":"Parneet Kaur","members_type":"CAND","do_id":"L25C00283","city_1":"Edmonton","province":"AB","language":"English","phone_2":"8254393540","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":"L25C00283","last_act_type":"2024-09-12","pcl_status":"P","pcl_completion_date":"2024-05-06","pf1_status":"P","pf1_completion_date":"2024-09-23","pf2_status":"P","pf2_completion_date":"2025-01-14","number_of_passed_courses":"3","blocnote":"Nov 4 2025 completed ( she cant renew her membership now. She wants to find a job and finish her hours before","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T12:36:00-05:00","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":"No","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":"kaurparneetjawanda@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"200132","canceldate":"2021-08-04","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"3","area_code":"403","time_zone":"4","blocnote":"April 30 2026 vm\r\nMay 21 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:48:00-04:00","intcode":"05","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":"05","pds_september":"3","last_infoline_date_type":"2026-05-01","last_conf_date_type":"2016-06-15","last_act_type":"2026-05-01","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":"2026-05-21","old_int_code":"99","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","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"9377","email":"audreyroz.asence@gmail.com","first_name":"Audrey","last_name":"Asence","phone":"2508838281","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":"L25C06507","full_name":"Audrey Roz Asence","language":"English","origin":"Lapsed Spring 2024","individual_id":"307728","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503631","members_type":"CAND","province":"BC","area_code":"250","time_zone":"5","phone_2":"2508838281","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","intcode":"06","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 vm\r\nLNC Dec 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T17:02:00-05:00","paid_thru":"2023-10-31","new_member_date_2":"2021-11-29","temp_do_id_for_auto_old_do_id":"L25C06507","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-10-17","pcl_status":"P","pcl_completion_date":"2022-03-13","pf1_status":"P","pf1_completion_date":"2023-04-30","number_of_passed_courses":"2","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"audreyroz.asence@gmail.com","pcl_completion_date_5":"2027-03-13","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"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","latest_paid_thru":"2025-01-31"}},"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":"2026-04-05","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","npi_email_temp":"ofelia_laguit@hotmail.com","pcl_completion_date_5":"2016-01-14","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"331257","no_email_solicitation":"False","time_zone":"4","blocnote":"May 1 2026 vm\r\nMay 25 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:00-04:00","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":"AST0071","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2026-04-13","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2026-05-25","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","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"10136","email":"cmarinoff@inflector.ca","first_name":"Chad","last_name":"Marinoff","phone":"6137988070","orgname":"J.R. Clarke & Associates o\/a Inflector Environmental Services","customer_acct_name":"J.R. Clarke & Associates o\/a Inflector Environmental 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":"L25O01556","full_name":"Chad Marinoff","language":"English","origin":"Lapsed Spring 2024","domain_1":"inflector.ca","individual_id":"278771","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502606","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","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 Monday is in payroll - call back\r\n02 June 2025 VM\r\nLN \/ 16 September 2025 Not in the office","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T09:19:00-04:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25O01556","temp_intcode_for_auto_old_int_code":"6","organization_id":"266931","last_act_type":"2022-09-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cmarinoff@inflector.ca","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"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","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"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","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"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","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"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":"2023-02-01","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","latest_paid_thru":"2022-07-31"}},"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, TMAI","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":"2026-05-15T15:06:44-04:00","blocnote":"11 September 2025 VM\n2026 May 08 call reached voicemail at Gobindan residence\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 reached voicemail, no conversation\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction","temp_do_id_for_auto_old_do_id":"L25A01359","temp_intcode_for_auto_old_int_code":"6","npi_email_temp":"doris_tambee@yahoo.com","canceldate":"2026-05-02","paid_thru":"2026-02-28","cert_status":"SUSPENDED","number_of_passed_courses":"0","trc":"False","wera":"False","latest_paid_thru":"2026-02-28","formatted_paid_thru":"28\/02\/2026","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:44-04:00","number_of_call_attempts":"8","number_of_total_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, no answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_829d95c47d2ee68eeb5b3fa49c7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_829d95c47d2ee68eeb5b3fa49c7","mini_nps":"3","last_act_type":"2026-02-05"}},"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","latest_paid_thru":"2025-11-30"}},"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":"2023-10-02","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","latest_paid_thru":"2023-08-31"}},"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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"10057","email":"bindernicole@hotmail.com","first_name":"Nicole","last_name":"Binder","phone":"3067437779","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":"L25C06713","full_name":"Nicole Binder","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"309253","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503116","members_type":"CAND","province":"SK","area_code":"306","time_zone":"3","phone_2":"3067437779","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","blocnote":"Nov 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:08:00-05:00","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","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"Less online exams. It was challenging virtual exams","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":"Yes","paid_thru":"2023-02-28","new_member_date_2":"2022-03-04","temp_do_id_for_auto_old_do_id":"L25C06713","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-04-03","pcl_status":"F","pcl_completion_date":"2022-07-17","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"1","npi_email_temp":"bindernicole@hotmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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":"2022-04-01","last_act_type":"2022-04-01","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","latest_paid_thru":"2022-01-31","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-04-02","company_status":"I"}},"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, TMAI","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":"16","blocnote":"May 20 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 1 2025 vm\n2026 May 08 call reached wrong number, no message left, will call back later","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","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":"16","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","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called the contact but reached the Abbotsford Police Department nonemergency line and was unable to reach the intended extension. The call ended after the agent declined to leave a voicemail and decided to call back another time.","aitm_callsummarytitle":"Call reached wrong number, no message left","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8333f0b551ca6e61745e06a20e3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8333f0b551ca6e61745e06a20e3","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29289","email":"lyl2011@hotmail.com","first_name":"Yiling","last_name":"Liu","phone":"6475505935","orgname":"CAME TRANSPORT","customer_acct_name":"CAME TRANSPORT","tags":"250205 AST Members, inPipeline2, fixTelemarketingMay","ip4":"127.0.0.1","fields":{"full_name":"Yiling Liu","members_type":"CAND","city_1":"North York","province":"ON","language":"English","phone_2":"6475505935","new_member_date_2":"2024-08-16","pipeline_2_members_only_ast":"","individual_id":"340984","no_email_solicitation":"False","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-20T14:48:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T14:56:00-04:00","blocnote":"20 May 2025 Completed","resourceaware":"Yes","resourcevisitedselfreport":"DNK","pipeline_1_lapsed_members":"","old_int_code":"1","old_do_id":"L25C05921","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2506189","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-11-07","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pf1_status":"P","pf1_completion_date":"2026-03-26","pf2_status":"P","pf2_completion_date":"2025-08-08","number_of_passed_courses":"3","trc":"True","wera":"False","pcl_completion_date":"2025-12-19","npi_email_temp":"lyl2011@hotmail.com","pcl_completion_date_5":"2030-12-19","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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":"2026-10-04","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","latest_paid_thru":"2027-05-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"11353","email":"mars_mf@rogers.com","first_name":"Marie","last_name":"Furtado","phone":"4165741779","orgname":"MARS Consulting Inc.","customer_acct_name":"MARS Consulting Inc.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Marie Furtado, CPA","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2017-02-02","domain_1":"rogers.com","lapsed_expiration_date":"2023-04-04","individual_id":"30047","members_type":"PRO","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"L25P02484","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-04-04","province":"ON","cpa_certification":"CPM","cert_status":"WITHDRAWN","time_zone":"2","pds_july":"1","paid_thru":"2023-01-31","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T14:57:00-04:00","new_member_date_2":"2017-02-02","temp_do_id_for_auto_old_do_id":"LB2506323","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","phone_2":"4165741779","pds_september":"1","last_infoline_date_type":"2017-04-24","last_conf_date_type":"2006-06-06","last_act_type":"2023-03-07","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"21","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","do_id":"LB2506323","npi_email_temp":"mars_mf@rogers.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"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","latest_paid_thru":"2025-04-30"}},"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, TMAI","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.\n2026 May 08 call reached voicemail - no conversation\n2026 May 08 call reached voicemail\n2026 May 11 call reached voicemail, no conversation\n2026 May 11 call initiated but no conversation beyond greeting","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:47-04:00","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":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"15","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":"15","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","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T13:21:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The call was very brief, with the agent attempting to speak with Danielle but receiving no response beyond a single greeting from the user before the call ended.","aitm_callsummarytitle":"Brief call, no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b35355f7e07e574997f07701da2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b35355f7e07e574997f07701da2","number_of_calls_reached":"1"}},"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":{"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":"2023-07-02","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","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"7744","email":"anapaulalima.sanofi@gmail.com","first_name":"Ana","last_name":"Lima","phone":"9058902436","orgname":"Rabba Fine Food","customer_acct_name":"Rabba Fine Food","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06818","province":"ON","full_name":"Ana Paula Lima","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"284817","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2500647","time_zone":"2","members_type":"CAND","phone_2":"6479951427","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-03-27T14:23:00-04:00","canceldate":"2023-03-02","intcode":"06","blocnote":"LNC \/ 06 November 2025 busy Call later\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T08:48:00-05:00","paid_thru":"2022-12-31","new_member_date_2":"2020-01-17","temp_do_id_for_auto_old_do_id":"L25C06818","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-12-17","pcl_status":"F","pcl_completion_date":"2020-05-17","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"11","trc":"False","wera":"False","npi_email_temp":"anapaulalima.sanofi@gmail.com","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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","latest_paid_thru":"2021-12-31"}},"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","latest_paid_thru":"2025-12-31"}},"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","latest_paid_thru":"2022-11-30"}},"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","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"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":"2021-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sue.benko@gmail.com","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"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, TMAI","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\n2026-05-08 invalid phone destination, phone: +15126105227\n2026 May 08 call reached voicemail, no human interaction\n2026-05-11 invalid phone destination, phone: +15126105227\n2026 May 11 call reached voicemail, no human interaction\n2026-05-13 invalid phone destination, phone: +15126105227\n2026 May 13 call reached voicemail, no contact made\n2026-05-15 invalid phone destination, phone: +15126105227\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:39-04:00","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":"06","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","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:46-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","session_id":"call_1110d8f52475e45c9f42ff05a5b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1110d8f52475e45c9f42ff05a5b","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately upon connection.","aitm_callsummarytitle":"Voicemail reached, no answer","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","mini_nps":"3"}},"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, AI Contacts sent to TM 2026, 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":"6474047108","lead_status":"Renewed APX","new_member_date_2":"2016-03-02","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"27388","no_email_solicitation":"False","time_zone":"2","intcode":"31","blocnote":"May 6 2026 not in try 6474047108\r\nSurvey completed Send resource email.","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:38:00-04:00","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":"31","last_infoline_date_type":"2026-02-17","last_act_type":"2026-02-26","telemarketing_call_date":"2026-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2026-05-06T11:38:00-04:00","npi_email_temp":"janinamcr7108@rogers.com","date_of_renewal_identification":"2026-03-01","old_int_code":"99","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","sendaigeneral":"2026-05-06T11:37:00-04:00","sendaiemail":"2026-05-06T11:38:00-04:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No"}},"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","latest_paid_thru":"2022-02-28"}},"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":"2021-06-08","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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"11321","email":"kalpanakapadia@hotmail.com","first_name":"Kalpana","last_name":"Kapadia","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2504047","full_name":"Kalpana Kapadia","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2020-07-15","lapsed_expiration_date":"2021-03-15","individual_id":"29550","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002620","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-03-15","province":"ON","cpa_certification":"CPM","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"6","paid_thru":"2024-02-29","new_member_date_2":"2020-07-15","temp_do_id_for_auto_old_do_id":"LB2504047","temp_intcode_for_auto_old_int_code":"21","pds_august":"6","phone_2":"9056600246","pds_september":"6","last_infoline_date_type":"2022-12-14","last_conf_date_type":"2010-07-06","last_act_type":"2024-06-05","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"kalpanakapadia@hotmail.com","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"9393","email":"kskinner0930@gmail.com","first_name":"Kendall","last_name":"Osmond","phone":"7097228580","orgname":"Eastern Academy","customer_acct_name":"Eastern Academy","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07538","province":"NL","full_name":"Kendall Osmond","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"287853","area_code":"844","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500624","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":"L25C07538","phone_2":"7096826595","last_act_type":"2020-10-13","pcl_status":"P","pcl_completion_date":"2020-07-12","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2020-10-04","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"kskinner0930@gmail.com","pcl_completion_date_5":"2025-07-12","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"10532","email":"shenein@greenbankbookkeeping.com","first_name":"Susan","last_name":"Henein","phone":"4169954588","orgname":"Greenbank & Martin Bookkeeping Inc.","customer_acct_name":"Greenbank & Martin Bookkeeping Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00381","province":"ON","full_name":"Susan Henein","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-01-17","domain_1":"greenbankbookkeeping.com","lapsed_expiration_date":"2023-03-02","individual_id":"271497","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00457","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T17:48:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00381","temp_intcode_for_auto_old_int_code":"6","organization_id":"271496","last_infoline_date_type":"2021-12-23","last_act_type":"2023-02-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shenein@greenbankbookkeeping.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"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":{"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","latest_paid_thru":"2023-12-31"}},"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":"9400","email":"arthur.candace@gmail.com","first_name":"Candace","last_name":"Arthur","phone":"3065503182","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07196","province":"SK","full_name":"Candace Arthur","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"263220","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501747","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":"2018-05-07","temp_do_id_for_auto_old_do_id":"L25C07196","last_act_type":"2021-04-27","pcl_status":"P","pcl_completion_date":"2019-03-18","pf1_status":"F","pf1_completion_date":"2020-02-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"arthur.candace@gmail.com","pcl_completion_date_5":"2024-03-18","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
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{"contact":{"id":"9365","email":"melissa.himelfarb@gmail.com","first_name":"Melissa","last_name":"Himelfarb","phone":"2895000639","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":"Melissa Himelfarb","language":"English","origin":"Lapsed Spring 2024","individual_id":"322001","region":"CDN","lead_status":"Refused","old_do_id":"L25C06327","members_type":"CAND","province":"ON","area_code":"289","time_zone":"2","phone_2":"2895000639","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"Mar 12 2025 vm  Mar 25 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":"2026-01-05T09:57:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2023-02-23","temp_do_id_for_auto_old_do_id":"L25C06327","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-28","pcl_status":"F","pcl_completion_date":"2023-06-28","number_of_passed_courses":"0","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"False","wera":"False","npi_email_temp":"melissa.himelfarb@gmail.com","pipeline_2_members_only_ast":"","old_int_code":"6","date_of_renewal_identification":"","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made.\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:07-04:00","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","latest_paid_thru":"2020-01-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:07-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was made to the contact but went to voicemail, with no conversation taking place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d44fb351aa414d625848ea4a036","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d44fb351aa414d625848ea4a036","onesentencenotrenewed":"No contact was made as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine other benefits.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say"}},"seriesid":"163"}
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{"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","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"7265","email":"nathalie@studentworksoffice.com","first_name":"Nathalie","last_name":"Pinet","phone":"9052011477","orgname":"Student Works Painting","customer_acct_name":"Student Works Painting","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02054","full_name":"Nathalie Pinet","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-06-27","domain_1":"studentworksoffice.com","individual_id":"277570","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501875","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"L25O02054","organization_id":"277566","members_type":"CORP","intcode":"06","blocnote":"LN Oct 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:25:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nathalie@studentworksoffice.com","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31","company_paid_thru":"2020-05-31","corp_cancel_date":"2020-08-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30735","email":"jbedard@jbsolutions.ca","first_name":"Jackie","last_name":"Bedard","phone":"6137900678","orgname":"JB Solutions","customer_acct_name":"JB Solutions","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"219602","full_name":"Jackie Bedard","members_type":"CAND","coidnewmbrdate":"2022-01-17","city_1":"Kanata","province":"ON","language":"English","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2020-10-22","area_code":"613","time_zone":"2","canceldate":"2022-01-24","cpa_certification":"PCP","cert_status":"PENDING","intcode":"06","blocnote":"May 29 2025 vm\r\nAug 19 2025 vm\r\nLN Nov 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T10:56:00-05:00","organization_id":"309053","pds_july":"4","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"LB2505558","temp_intcode_for_auto_old_int_code":"06","pds_august":"4","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25O00629","pds_september":"4","last_infoline_date_type":"2021-11-02","last_act_type":"2023-10-03","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-12-23","pf2_status":"P","pf2_completion_date":"2023-01-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-10","number_of_passed_courses":"4","pds_october":"4","trc":"True","wera":"False","pds_november":"4","do_id":"LB2505558","npi_email_temp":"jbedard@jbsolutions.ca","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"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","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"11275","email":"chenjun624@hotmail.com","first_name":"Jun","last_name":"Chen","phone":"7788587918","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2504024","full_name":"Jun Chen","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2016-04-05","lapsed_expiration_date":"2023-06-02","individual_id":"242284","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002594","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-06-02","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"5","pds_july":"2","paid_thru":"2023-03-31","intcode":"21","onesentencenotrenewed":"I am no longer a member of NPI because I do not have the time to take courses.","pipeline_2_members_only_ast":"","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025  She does not have the time to take courses.","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T14:13:00-04:00","new_member_date_2":"2016-04-05","temp_do_id_for_auto_old_do_id":"LB2504024","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","phone_2":"7788587918","pds_september":"2","last_infoline_date_type":"2022-10-16","last_act_type":"2025-06-05","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":"2016-06-21","number_of_passed_courses":"4","old_int_code":"6","pds_october":"2","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"chenjun624@hotmail.com","pcl_completion_date_5":"2021-06-21","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
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{"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":"2023-02-01","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","latest_paid_thru":"2022-07-31"}},"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","latest_paid_thru":"2020-06-30","company_paid_thru":"2020-06-30","corp_cancel_date":"2020-09-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5656","email":"info@bernardcyr.ca","first_name":"Bernard","last_name":"Cyr","phone":"4189861859","orgname":"Bernard Cyr CPA Inc.","customer_acct_name":"Bernard Cyr CPA Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01811","province":"QC","full_name":"Bernard Cyr, CPA","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-01-11","domain_1":"bernardcyr.ca","attended_webinar":"No","lapsed_expiration_date":"2022-03-02","individual_id":"296514","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501653","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"20","blocnote":"15 juillet 2025 parle bcp pour au final me dire non","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T11:11:00-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01811","temp_intcode_for_auto_old_int_code":"20","organization_id":"296515","last_act_type":"2022-02-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"info@bernardcyr.ca","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"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":"2021-03-11","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","latest_paid_thru":"2022-09-30"}},"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":"186332.0","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","latest_paid_thru":"2020-05-31"}},"seriesid":"163"}
{"contact":{"id":"7958","email":"wpretty078@gmail.com","first_name":"Wanda","last_name":"Pretty","phone":"7805130710","orgname":"Elite Waste Disposal Inc.","customer_acct_name":"Elite Waste Disposal Inc.","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Wanda Pretty","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-03-29","individual_id":"274647","area_code":"519","region":"CDN","lead_status":"Refused","old_do_id":"L25O01910","time_zone":"2","province":"AB","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"LB2507682","organization_id":"274646","members_type":"CORP","last_act_type":"2021-04-23","intcode":"21","blocnote":"LN Oct 15 2025 Wanda Pretty has not been there for years. Spoke to Ally in payroll she said they are not interested in membership.","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T16:00:00-04:00","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":"LB2507682","npi_email_temp":"wpretty078@gmail.com","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","company_paid_thru":"2021-02-28","corp_cancel_date":"2021-05-04","company_status":"I"}},"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","latest_paid_thru":"2022-08-31"}},"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","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31268","email":"rdrskater@gmail.com","first_name":"Renee","last_name":"Renaud","phone":"5193952424","orgname":"Pierson Motors Inc.","customer_acct_name":"Pierson Motors Inc.","tags":"250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Renee Renaud, CPA","lead_status":"Renewed APX","members_type":"AST","city_1":"Ripley","province":"ON","phone_2":"5193898885","do_id":"AST1797","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","new_member_date_2":"2019-05-04","no_email_solicitation":"False","area_code":"519","time_zone":"2","language":"English","intcode":"07","pipeline_1_lapsed_members":"","individual_id":"275731","blocnote":"May 11 2026 Not in.","sendaprilemail":"Yes","sendjuneemail":"2025-06-26T11:40:00-04:00","sendmayemail":"2025-06-26T11:40:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:22:00-04:00","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":"","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1797","temp_intcode_for_auto_old_int_code":"07","last_infoline_date_type":"2024-03-12","last_act_type":"2026-06-04","telemarketing_call_date":"2026-05-11","old_int_code":"99","pcl_status":"P","pcl_completion_date":"2019-09-03","pf1_status":"P","pf1_completion_date":"2021-08-03","number_of_passed_courses":"2","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:31-05:00","npi_email_temp":"rdrskater@gmail.com","apx_entered_date":"2026-03-16","date_of_renewal_identification":"2026-04-09","pcl_completion_date_5":"2024-09-03","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"29271","email":"vdeacon@sd83.bc.ca","first_name":"Veronica","last_name":"Deacon","phone":"2508047830","orgname":"School District No. 83","customer_acct_name":"School District No. 83","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, 250205 AST Members, 250521 phone cannot be recovered, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0347","full_name":"Veronica Deacon","members_type":"AST","city_1":"Salmon Arm","province":"BC","language":"English","phone_2":"2505153948","lead_status":"Renewed APX","last_login_date":"2025-02-26T10:57:33-05:00","new_member_date_2":"2016-09-22","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"247187","no_email_solicitation":"False","area_code":"250","time_zone":"5","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 25 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:06:00-04:00","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":"2026-08-31","temp_do_id_for_auto_old_do_id":"AST0347","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-10-28","pcl_status":"P","pcl_completion_date":"2017-01-08","pf1_status":"P","pf1_completion_date":"2017-05-21","pf2_status":"P","pf2_completion_date":"2018-02-27","date_of_renewal_identification":"2025-10-30","telemarketing_call_date":"2026-05-25","number_of_passed_courses":"3","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:14:47-05:00","npi_email_temp":"vdeacon@sd83.bc.ca","pcl_completion_date_5":"2022-01-08","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"29749","email":"linda_blanchette@videotron.ca","first_name":"Linda","last_name":"Blanchette","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00318","full_name":"Linda Blanchette","members_type":"AST","city_1":"NDIP","province":"QC","language":"French","phone_2":"5149522843","lead_status":"Lapsed Member","new_member_date_2":"2023-02-08","pipeline_2_members_only_ast":"","individual_id":"310482","no_email_solicitation":"False","time_zone":"2","old_do_id":"AST0140","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"06","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","temp_do_id_for_auto_old_do_id":"L25A00318","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-04-01","last_act_type":"2024-01-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"linda_blanchette@videotron.ca","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:55-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1"}},"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":"2027-06-30","temp_do_id_for_auto_old_do_id":"LB2504522","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","last_act_type":"2026-05-13","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","npi_email_temp":"bolin@hotmail.ca","pcl_completion_date_5":"2016-08-30","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30"}},"seriesid":"163"}
{"contact":{"id":"8709","email":"suirauqa13@gmail.com","first_name":"Suzette","last_name":"L'Heureux","phone":"7805320953","orgname":"Competitive Edge Business Solutions Inc.","customer_acct_name":"Competitive Edge Business Solutions Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00373","province":"AB","full_name":"Suzette L'Heureux","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-02-05","domain_1":"cebs.ca","lapsed_expiration_date":"2023-04-04","individual_id":"241300","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00147","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 13 2025 not available\r\nJuly 16 2025 vm\r\nLN Sept 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:16:00-05:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00373","temp_intcode_for_auto_old_int_code":"6","cert_status":"PENDING","organization_id":"178426","cpa_certification":"PCP","phone_2":"7808974737","last_infoline_date_type":"2024-03-12","last_act_type":"2024-03-12","pcl_status":"P","pcl_completion_date":"2016-06-07","pf1_status":"P","pf1_completion_date":"2017-01-15","pf2_status":"P","pf2_completion_date":"2019-05-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-09-13","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"suirauqa13@gmail.com","pcl_completion_date_5":"2021-06-07","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"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","latest_paid_thru":"2025-09-30"}},"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":"2022-03-10","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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"30816","email":"marija.akmacic@oscarwylee.com","first_name":"Marija","last_name":"Akmacic","phone":"6140541556","orgname":"Oscar Wylee Pty Ltd.","customer_acct_name":"Oscar Wylee Pty Ltd.","tags":"WR250321, 250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Marija Akmacic","members_type":"CORP","organization_id":"308583","city_1":"Vancouver","province":"BC","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","found":"individual id","date_of_renewal_identification":"","area_code":"614","time_zone":"2","coidnewmbrdate":"2022-01-24","individual_id":"308582","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25O04789","last_infoline_date_type":"2024-04-09","last_act_type":"2026-02-13","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":"L25O04789","old_do_id":"LB2506303","npi_email_temp":"marija.akmacic@oscarwylee.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-06-01","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","corp_cancel_date":"2026-03-03","company_status":"I"}},"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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7661","email":"absaccounting@shaw.ca","first_name":"Xiaochun","last_name":"Ye","phone":"2504742428","orgname":"Advance Business Solutions Ltd.","customer_acct_name":"Advance Business Solutions Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06833","city_1":"Victoria","province":"BC","full_name":"Xiaochun Ye, CPB","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"308241","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500423","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":"2021-12-21","temp_do_id_for_auto_old_do_id":"L25C06833","phone_2":"2508851666","last_act_type":"2021-12-21","pcl_status":"P","pcl_completion_date":"2022-04-10","pf1_status":"F","pf1_completion_date":"2023-04-02","number_of_passed_courses":"1","intcode":"06","blocnote":"LN \/ 06 November 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T17:11:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"absaccounting@shaw.ca","pcl_completion_date_5":"2027-04-10","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"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","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"8745","email":"rabiamaqbool88@gmail.com","first_name":"Rabia","last_name":"Maqbool","phone":"6472104532","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":"L25C07179","full_name":"Rabia Maqbool","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"286571","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503361","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6472104532","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"06","blocnote":"LNC \/ 07 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T09:10:00-05:00","paid_thru":"2022-04-30","new_member_date_2":"2021-05-11","temp_do_id_for_auto_old_do_id":"L25C07179","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-11-05","pcl_status":"F","pcl_completion_date":"2021-09-26","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"rabiamaqbool88@gmail.com","pcl_completion_date_5":"2026-09-26","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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":"2026-04-05","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","npi_email_temp":"lora@positivestatements.ca","pcl_completion_date_5":"2019-07-29","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"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, TMAI","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":"15","blocnote":"Aug 13 2025 Call back later busy right now\r\nAug 28 2025 no answer\n2026 May 08 call reached voicemail, message left\n2026 May 08 Agent Ellen reached Jingci Wu and started conversation about lapsed membership.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","temp_do_id_for_auto_old_do_id":"L25A02280","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T14:26:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent Ellen successfully reached Jingci Wu and introduced herself, explaining the purpose of the call regarding the lapsed Associate membership. The call was just beginning with the agent about to ask questions about the membership experience when the call ended.","aitm_callsummarytitle":"Initial Contact with Jingci Wu about Lapsed Membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_79ac0de561ad648d4db6efd4047","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_79ac0de561ad648d4db6efd4047","number_of_calls_reached":"1"}},"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, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"02","blocnote":"May 4 2025 vm\r\nMay 6 2026 vm\r\nMay 13 2026 Survey completed - webinar and renewal emails.\r\nMay 26 2026 vm\r\nMay 29 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-29T12:20:00-04:00","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":"02","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":"5","testimonial":"NA","testimonialagree":"No","testimonialrefusal":"","old_int_code":"06","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","latest_paid_thru":"2026-05-31","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-13T10:41:00-04:00","sendapxapplicationform":"2026-05-13T10:41:00-04:00"}},"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, TMAI","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":"05","blocnote":"28 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026-05-08 Dial no answer, phone: +19058772374\n2026 May 11 call reached voicemail, no human interaction\n2026-05-11 Dial no answer, phone: +19058772374\n2026 May 13 call reached voicemail, no contact made\n2026-05-13 Dial no answer, phone: +19058772374\n2026 May 15 call reached voicemail, no contact made\n2026-05-15 Dial no answer, phone: +19058772374","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:49-04:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00016","temp_intcode_for_auto_old_int_code":"05","phone_2":"9058772374","last_infoline_date_type":"2020-03-11","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","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:24-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","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","session_id":"call_459dbd8bcf1ba3e4b83f159f80e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_459dbd8bcf1ba3e4b83f159f80e","old_int_code":"06"}},"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":"03","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\n2026 May 08 call reached automated system at Port of Quebec, no human reached, call ended by agent to call back later","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:32-04:00","temp_do_id_for_auto_old_do_id":"L25A02733","temp_intcode_for_auto_old_int_code":"03","pds_september":"6","last_infoline_date_type":"2024-12-19","last_act_type":"2026-05-02","value_help_with_complex":"No","old_int_code":"99","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","latest_paid_thru":"2025-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:32-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call reached an automated system at the Port of Quebec, and the agent navigated the IVR by pressing digits to reach the receptionist. However, the call ended with the agent deciding to call back another time without speaking to a human.","aitm_callsummarytitle":"Call reached automated system, no human","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_27335dd33b18e72e84b0628177a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_27335dd33b18e72e84b0628177a"}},"seriesid":"163"}
{"contact":{"id":"7722","email":"muhammad.haris@godirectsolutions.com","first_name":"Sol","last_name":"Gacad","phone":"6045252084","orgname":"Pioneer Community Living Association","customer_acct_name":"Pioneer Community Living Association","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02266","extension_phone_1":"231","full_name":"Sol Gacad","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2020-09-11","domain_1":"pclaservices.ca","individual_id":"292486","area_code":"506","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502219","time_zone":"1","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25O02266","organization_id":"292484.0","phone_2":"6047194183","members_type":"CORP","intcode":"10","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T10:47:00-04:00","temp_intcode_for_auto_old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"muhammad.haris@godirectsolutions.com","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31"}},"seriesid":"163"}
{"contact":{"id":"7140","email":"loricochrane15@gmail.com","first_name":"Lori","last_name":"Cochrane","phone":"6133608535","orgname":"KavoKerr","customer_acct_name":"KavoKerr","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02403","province":"ON","full_name":"Lori Cochrane","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"238634","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500746","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","cpa_certification":"PCP","new_member_date_2":"2019-11-20","no_email_solicitation":"FALSE","cert_status":"PENDING","intcode":"15","blocnote":"May 12 2025 vm\r\nJuly 15 2025 Survey completed send application. She stopped being a member because of medical reasons and previous company closed but thinking of becoming a member again.\r\n23 October 2025 VM\r\nLN \/ 12 November 2024 VM\r\nLN \/ 19 November 2025 She was travelling , don't call before a month\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 contact answered as Lauren, confirmed Lori Cochrane, call ended early without survey or renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:43-04:00","sendapplicationform":"2025-07-15T12:15:00-04:00","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":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Company closed in 2022.","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"Some of the events were in different cities and the timing did not fit my schedule but went to some online 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","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25A02403","temp_intcode_for_auto_old_int_code":"15","phone_2":"6133608535","last_infoline_date_type":"2021-04-21","last_act_type":"2023-06-15","old_int_code":"06","pcl_status":"P","pcl_completion_date":"2016-05-02","pf1_status":"P","pf1_completion_date":"2017-05-21","pf2_status":"P","pf2_completion_date":"2020-03-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-01-19","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"loricochrane15@gmail.com","pcl_completion_date_5":"2021-05-02","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent reached Lori Cochrane and introduced themselves, explaining the purpose of the call regarding Lori's lapsed Associate membership with the National Payroll Institute. The agent asked if it was a good time to ask a few questions about the membership experience, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call reached Lori but ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e0c67bb7715cae6c07a10fef839","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e0c67bb7715cae6c07a10fef839","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8669","email":"bo@visuallogix.ca","first_name":"Bo","last_name":"Ly","phone":"9057900302","orgname":"Jones Packaging Inc.","customer_acct_name":"Jones Packaging Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02542","extension_phone_1":"290","full_name":"Bo Ly","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2004-06-14","domain_1":"visuallogix.ca","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502060","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"75176","canceldate":"2020-08-05","members_type":"AST","new_member_date_2":"2004-06-14","no_email_solicitation":"False","intcode":"06","blocnote":"May 13 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm\n2026 May 08 call reached voicemail for Bo at Jones Healthcare Group\n2026 May 08 call ended early, contact not available\n2026 May 11 voicemail reached for Bo, no human contact\n2026 May 11 contact not available, call ended quickly\n2026 May 13 call reached voicemail for Bo at Jones Healthcare Group\n2026 May 13 call reached contact but they were not available, call ended quickly\n2026 May 15 call reached voicemail for Bo, no human answered\n2026 May 15 call reached voicemail, contact not available.\n2026 May 19 call reached voicemail for Bolai, no live contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no human interaction\n2026 May 21 contact not available, call ended quickly\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:25:42-04:00","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"L25A02542","temp_intcode_for_auto_old_int_code":"06","phone_2":"9055679461","last_act_type":"2019-03-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bo@visuallogix.ca","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31","called_by":"Tri","aitm_status_called":"2026-05-25T11:37:08-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"15","npi_transcriptsummary":"The call was answered by voicemail, and the contact was not available to speak.","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","session_id":"call_ffe209df79ff52fb2a686b43c18","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ffe209df79ff52fb2a686b43c18","old_int_code":"03","number_of_calls_reached":"4","mini_nps":"3","onesentencenotrenewed":"Contact was not available to speak.","initialvalue":"Other","othermemberbenefit":"No interaction to determine.","astotherreasonsnottorenew":"Contact was not available to discuss renewal.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"2026-05-06T12:13:00-04:00","blocnote":"May 6 2026 completed with one email sent","resourceaware":"No","resourcevisitedselfreport":"","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":"2026-01-13","last_act_type":"2026-01-13","number_of_passed_courses":"0","pds_october":"19","date_of_renewal_identification":"2025-11-06","telemarketing_call_date":"2026-05-06","trc":"False","wera":"False","sendaidate":"2026-05-06T12:13:04-04:00","pds_november":"19","sendaigeneral":"2026-05-06T12:13:00-04:00","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","latest_paid_thru":"2026-10-31","sendaiemail":"2026-05-06T12:13:04-04:00"}},"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","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"9455","email":"babablacksheep@telus.net","first_name":"Rebecca","last_name":"Jardine","phone":"6043411161","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":"Rebecca Jardine","language":"English","origin":"Lapsed Spring 2024","individual_id":"316979","region":"CDN","lead_status":"Refused","old_do_id":"LB2503718","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6043411161","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Apr 3 2025 interview completed","dhmsfin_telemarketing_last_contacted_date":"2025-04-03T17:14:00-04:00","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":"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":"21","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-11-02","paid_thru":"2027-04-30","new_member_date_2":"2026-05-01","temp_do_id_for_auto_old_do_id":"LB2504451","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_infoline_date_type":"2023-06-20","last_act_type":"2026-10-05","pcl_status":"P","pcl_completion_date":"2023-01-19","pf1_status":"P","pf1_completion_date":"2023-05-28","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2504451","npi_email_temp":"babablacksheep@telus.net","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","pf2_status":"E"}},"seriesid":"163"}
{"contact":{"id":"30730","email":"sholden119@gmail.com","first_name":"Sharon","last_name":"Holden","phone":"7053829777","orgname":"ABKS Accounting & Tax Consultants Ltd.","customer_acct_name":"ABKS Accounting & Tax Consultants Ltd.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320174","full_name":"Sharon Holden","members_type":"CAND","do_id":"L25C00234","city_1":"Sprucedale","province":"ON","language":"English","phone_2":"6133153499","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-15","area_code":"705","time_zone":"2","blocnote":"Nov 4 2025 vm\r\nLNC Dec 11 2025 vm\r\nLNC Dec 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:44:00-05:00","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":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"Yes","npichallengesspecify":"I couldn't get an absolute certaincy. I had a challenge with getting information or resources.","expectationsnotmet":"Yes","expectationsnotmetspecify":"I thought I would be getting more help with the courses and the resources.","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I had much higher expectations from them in terms of transparency and help\/,","careerchange":"Yes","careerchangespecify":"I am at a position that doesn't require a lot of payroll. Thats why I don't need the membership anymore.","hardtoparticipateevents":"No","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00234","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-12-19","last_act_type":"2024-12-19","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"P","pf1_completion_date":"2023-04-21","pf2_status":"P","pf2_completion_date":"2023-05-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-09-28","number_of_passed_courses":"4","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"True","npi_email_temp":"sholden119@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2025-06-30"}},"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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"10529","email":"jingle.perez24@gmail.com","first_name":"Jingle","last_name":"Perez","phone":"4162989444","orgname":"Canstaff Employment Agency","customer_acct_name":"Canstaff Employment Agency","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06727","province":"ON","full_name":"Jingle Perez","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"309267","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500668","time_zone":"2","members_type":"CAND","phone_2":"4164204828","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"LNC Nov 25 2025 No longer work there","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T14:07:00-05:00","canceldate":"2023-05-02","paid_thru":"2023-02-28","new_member_date_2":"2022-03-22","temp_do_id_for_auto_old_do_id":"L25C06727","old_int_code":"12","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-03-22","pcl_status":"F","pcl_completion_date":"2022-07-17","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"jingle.perez24@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"seriesid":"163"}
{"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":"2026-04-05","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","npi_email_temp":"recl20172020@gmail.com","pcl_completion_date_5":"2019-04-15","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"9397","email":"awoods-hill@wiseconsulting.com","first_name":"Ana","last_name":"Woods-Hill","phone":"4435413907","orgname":"Wise Consulting Associates Inc.","customer_acct_name":"Wise Consulting Associates 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":"L25O01441","extension_phone_1":"3907","full_name":"Ana Woods-Hill","language":"English","origin":"Lapsed Spring 2024","domain_1":"wiseconsulting.com","individual_id":"273513","area_code":"410","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502293","time_zone":"2","province":"MD","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Mar 12 2025 vm Advised to call direct number 443 541 3907\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":"2025-11-28T11:36:00-05:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01441","temp_intcode_for_auto_old_int_code":"6","organization_id":"273511","last_infoline_date_type":"2020-07-20","last_act_type":"2024-03-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"awoods-hill@wiseconsulting.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5517","email":"achampagne@veilleuxcomptable.com","first_name":"Annie","last_name":"Champagne","phone":"4503251530","orgname":"Cabinet Veilleux - Comptabilit\u00e9 et Fiscalit\u00e9 Inc.","customer_acct_name":"Cabinet Veilleux - Comptabilit\u00e9 et Fiscalit\u00e9 Inc.","tags":"CSV imported, NPIdealed, WR250312, 250425 Renewed Lapsed, npiAlert14, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Annie Champagne","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2020-11-27","domain_1":"veilleuxcomptable.com","attended_webinar":"No","lapsed_expiration_date":"2020-11-27","organization_id":"295091","time_zone":"2","area_code":"450","region":"QC","lead_status":"Renewed Lapsed","old_do_id":"LB2501445","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","coidnewmbrdate":"2025-03-05","city_1":"Mascouche","phone_2":"5147022814","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","individual_id":"304169","temp_do_id_for_auto_old_do_id":"LB2504163","last_act_type":"2025-05-03","company_paid_thru":"2027-02-28","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504163","npi_email_temp":"achampagne@veilleuxcomptable.com","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","corp_cancel_date":"2024-02-03","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"8775","email":"amdhillon76@hotmail.com","first_name":"Amandeep","last_name":"Dhillon","phone":"6047207071","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07701","full_name":"Amandeep Dhillon","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293887","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503090","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"BC","time_zone":"5","email2":"amandeep.dhillon@salesforce.com","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-20","temp_do_id_for_auto_old_do_id":"L25C07701","last_act_type":"2020-10-19","pcl_status":"P","pcl_completion_date":"2021-03-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"amdhillon76@hotmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"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":"2021-09-11","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","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"29274","email":"annanukka@yahoo.com","first_name":"Anna","last_name":"Lis","phone":"9412108103","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01728","full_name":"Anna Lis","members_type":"AST","city_1":"North Port","province":"FL","language":"English","phone_2":"9412108103","lead_status":"Lapsed Member","new_member_date_2":"2024-04-11","pipeline_2_members_only_ast":"","individual_id":"336530","no_email_solicitation":"False","intcode":"06","blocnote":"20 March 2025 VM\r\n24 March 2025 VM\r\n01 April 2025 Number not reachable\n2026 Mar 03 call reached voicemail, no message left\n2026 Mar 03 call reached voicemail not set up, no message left\n2026 Mar 05 call reached voicemail, no message left\n2026 Mar 05 call reached voicemail, no message left\n2026 Mar 09 call reached voicemail not set up, no message left\n2026 Mar 11 call reached voicemail, no message left","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:44-04:00","area_code":"941","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST0846","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01728","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-05-28","last_act_type":"2024-05-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"annanukka@yahoo.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, where the user declined to leave a message.","aitm_callsummarytitle":"Voicemail reached, no message left","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"16","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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"8721","email":"am.rostami49@gmail.com","first_name":"Amirhossein","last_name":"Rostaminejad","phone":"4165450404","orgname":"Anderson College of Health, Business and Technology","customer_acct_name":"Anderson College of Health, Business and Technology","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07284","province":"ON","full_name":"Amirhossein Rostaminejad","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"294494","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500880","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":"2021-03-09","temp_do_id_for_auto_old_do_id":"L25C07284","phone_2":"6478776296","last_act_type":"2021-09-03","pcl_status":"F","pcl_completion_date":"2021-05-17","pf1_status":"F","pf1_completion_date":"2021-01-31","pf2_status":"F","pf2_completion_date":"2021-03-08","number_of_passed_courses":"0","intcode":"16","blocnote":"both numbers not in service","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T09:24:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"False","wera":"False","npi_email_temp":"am.rostami49@gmail.com","pcl_completion_date_5":"2026-05-17","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"31176","email":"roberthallvictoria@gmail.com","first_name":"Robert","last_name":"Hall","phone":"2505984340","orgname":"Highbury Asset Management Inc","customer_acct_name":"Highbury Asset Management Inc","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Robert Hall","lead_status":"Refused","members_type":"CAND","city_1":"Sidney","province":"BC","phone_2":"2502084188","pipeline_2_members_only_ast":"","new_member_date_2":"2019-05-31","canceldate":"2025-07-04","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"250","time_zone":"5","language":"English","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"276565","cert_status":"PENDING","blocnote":"June 16 2025 completed","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-06-16T12:25:00-04:00","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":"","old_do_id":"L25A01798","paid_thru":"2025-04-30","old_int_code":"31","temp_do_id_for_auto_old_do_id":"LB2506997","temp_intcode_for_auto_old_int_code":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","date_of_renewal_identification":"","last_infoline_date_type":"2019-06-28","last_act_type":"2025-05-05","pcl_status":"P","pcl_completion_date":"2019-09-03","pf1_status":"P","pf1_completion_date":"2020-09-28","pf2_status":"P","pf2_completion_date":"2021-07-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-02-24","number_of_passed_courses":"4","trc":"True","wera":"False","do_id":"LB2506997","npi_email_temp":"roberthallvictoria@gmail.com","pcl_completion_date_5":"2024-09-03","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"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":"99","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":"2027-06-30","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":"99","pds_september":"3","last_infoline_date_type":"2024-10-04","last_act_type":"2026-05-20","telemarketing_call_date":"2025-10-20","sendaigeneral":"2025-10-20T12:10:00-04:00","old_int_code":"88","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\/2027","latest_paid_thru":"2027-06-30","apx_entered_date":"2026-05-16","date_of_renewal_identification":"2026-05-23","ai_entered_date":"2026-05-23"}},"seriesid":"163"}
{"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, TMAI","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","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:46-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was answered by a voicemail after a brief greeting from the agent. No conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no human interaction","blocnote":"2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no message left\n2026 May 11 call reached voicemail, no contact answered\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction.","notrenewedwanttorenew":"No","mini_nps":"3","intcode":"06","npi_voicemaildetection":"Yes","ivrdetector":"Yes","temp_intcode_for_auto_old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0de4d125a8a7a7c8bdffe24d473","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0de4d125a8a7a7c8bdffe24d473","onesentencenotrenewed":"No interaction with the contact to determine renewal interest.","initialvalue":"Other","othermemberbenefit":"No interaction to determine other benefits.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"9482","email":"ballen@curtisswright.com","first_name":"Bertina","last_name":"Granger","phone":"7049450573","orgname":"Curtiss Wright, Inc.","customer_acct_name":"Curtiss Wright, 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":"LB2502641","full_name":"Bertina Granger","language":"English","origin":"Lapsed Spring 2024","domain_1":"curtisswright.com","individual_id":"241920","area_code":"704","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001473","time_zone":"2","province":"NC","members_type":"CORP","phone_2":"7049450573","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Apr 3 2025 so busy to answer questions but she answered the question about why she didnt renew her membership","dhmsfin_telemarketing_last_contacted_date":"2025-04-03T16:47:00-04:00","onesentencenotrenewed":"I am just waiting to get the confirmation from my manager to renew.","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"LB2502641","temp_intcode_for_auto_old_int_code":"21","organization_id":"10986","last_infoline_date_type":"2023-08-06","last_act_type":"2023-11-21","pcl_status":"F","pcl_completion_date":"2019-11-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ballen@curtisswright.com","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8783","email":"amensisaketema@yahoo.com","first_name":"Amensisa","last_name":"Neway","phone":"4163239561","orgname":"Environmental Defence","customer_acct_name":"Environmental Defence","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06906","province":"ON","full_name":"Amensisa Neway","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"293097","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500877","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":"2020-09-29","temp_do_id_for_auto_old_do_id":"L25C06906","phone_2":"4163010910","last_act_type":"2021-09-17","pcl_status":"P","pcl_completion_date":"2021-01-10","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"F","pf2_completion_date":"2021-11-28","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"amensisaketema@yahoo.com","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"5668","email":"alisa@montelle.ca","first_name":"Alisa","last_name":"Weinstock","phone":"5143833739","orgname":"Montelle Intimates Inc.","customer_acct_name":"Montelle Intimates Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02254","city_1":"MONTR\u00c9AL","province":"QC","extension_phone_1":"233","phone_2":"5144975964","full_name":"Alisa Weinstock","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-03-03","domain_1":"montelle.ca","attended_webinar":"No","lapsed_expiration_date":"2022-05-03","individual_id":"298699","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501658","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"16 juillet 2025 anglaise donner a suha","dhmsfin_telemarketing_last_contacted_date":"2025-07-16T10:39:00-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O02254","temp_intcode_for_auto_old_int_code":"6","organization_id":"298698","last_act_type":"2021-04-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"alisa@montelle.ca","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"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":"2021-08-03","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","latest_paid_thru":"2022-02-28"}},"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":"2021-01-12","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","latest_paid_thru":"2021-06-30"}},"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":"2022-01-12","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","latest_paid_thru":"2022-06-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"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","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":"2024-05-01","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"9459","email":"hyousuf@parknfly.ca","first_name":"Hina","last_name":"Yousuf","phone":"9056761248","orgname":"1884901 Alberta Ltd. O\/A Park'N Fly","customer_acct_name":"1884901 Alberta Ltd. O\/A Park'N Fly","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00327","province":"ON","full_name":"Hina Yousuf","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2014-11-07","domain_1":"parknfly.ca","lapsed_expiration_date":"2023-01-05","individual_id":"242051","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00257","time_zone":"2","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":"2025-11-03T13:37:00-05:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00327","temp_intcode_for_auto_old_int_code":"6","organization_id":"230206","last_act_type":"2022-12-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hyousuf@parknfly.ca","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10148","email":"jccordero1711@gmail.com","first_name":"Jasper","last_name":"Cordero","phone":"7808977147","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07381","province":"AB","full_name":"Jasper Cordero","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"297114","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500132","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":"2021-01-25","temp_do_id_for_auto_old_do_id":"L25C07381","phone_2":"7808977147","last_act_type":"2021-01-24","pcl_status":"P","pcl_completion_date":"2021-06-21","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":"jccordero1711@gmail.com","pcl_completion_date_5":"2026-06-21","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"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","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5585","email":"froy@industriesriopel.com","first_name":"Francesca","last_name":"Roy","phone":"4182099780","orgname":"Industries Riopel","customer_acct_name":"Industries Riopel","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01740","province":"QC","full_name":"Francesca Roy","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2019-04-22","domain_1":"industriesriopel.com","attended_webinar":"Yes","lapsed_expiration_date":"2022-06-02","individual_id":"275326","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501618","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T11:34:00-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01740","temp_intcode_for_auto_old_int_code":"6","organization_id":"275324","pds_august":"1","pds_september":"1","last_infoline_date_type":"2020-01-30","last_act_type":"2020-01-30","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"froy@industriesriopel.com","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"266841","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"31","blocnote":"May 22 2026 completed with email \r\nshe mentioned that she sent an email to NPI asking about how obtain her certification. She mentioned that she finished all the courses and the required work experience. However, the courses were finished a long time ago ( around COVID time) please get back to her soon so she could be aware of the steps needed towards her certification.","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T10:04:00-04:00","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":"Yes","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":"2026-05-25","telemarketing_call_date":"2026-05-22","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","latest_paid_thru":"2026-08-31","resourceaware":"No","resourcevisitedselfreport":""}},"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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"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, TMAI, recall pro","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\n2026 May 12 call answered by Cindy, not Cynthia\n2026 May 12 call reached voicemail, no contact made\n2026 May 14 - Reached voicemail; no human interaction\n2026 May 14 - Reached voicemail; no live contact.\n2026 May 19 call reached voicemail, contact identified as Cindy\n2026 May 19 voicemail reached, no contact made\n2026 May 21 call answered by Cindy, not Cynthia, call ended quickly\n2026 May 21 call reached voicemail, contact identified as Cindy","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:02-04:00","new_member_date_2":"2001-11-01","temp_do_id_for_auto_old_do_id":"L25P02490","temp_intcode_for_auto_old_int_code":"06","pds_august":"10","phone_2":"2508933073","pds_september":"10","last_infoline_date_type":"2017-11-07","last_conf_date_type":"2009-06-09","last_act_type":"2023-05-04","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","latest_paid_thru":"2022-10-31","thewithdrawaldate":"2023-01-05","aitm_status_called":"2026-05-21T11:52:05-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached a voicemail where the contact identified herself as Cindy instead of Cynthia, and no further conversation took place.","aitm_callsummarytitle":"Voicemail reached, no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","old_int_code":"03","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_21d9a680f8879dfd4083da0a438","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_21d9a680f8879dfd4083da0a438","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Voicemail reached, no reason provided","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"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","latest_paid_thru":"2025-10-31"}},"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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"7311","email":"oraziog@wireless-systems.net","first_name":"Orazio","last_name":"Gianfriddo","phone":"9057611823","orgname":"Wireless Systems Solutions Inc.","customer_acct_name":"Wireless Systems Solutions Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01945","full_name":"Orazio Gianfriddo","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-11-26","domain_1":"wireless-systems.net","individual_id":"269638","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501895","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01945","organization_id":"269636","members_type":"CORP","intcode":"10","blocnote":"LN Oct 15 2025 not available.","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:33:00-04:00","temp_intcode_for_auto_old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"oraziog@wireless-systems.net","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"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, 260522 Lapsed DEL","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":"LB2504433","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":"2027-02-28","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","npi_email_temp":"awaoue@yahoo.fr","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"18637","email":"lgreen@chipotle.com","first_name":"Lisa","last_name":"Green","phone":"6143182421","orgname":"Chipotle Mexican Grill","customer_acct_name":"Chipotle Mexican Grill","tags":"Mem241031, 250205 AST Members, NPIdealed, inPipeline2, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"region":"US","lead_status":"Renewed APX","do_id":"AST0554","full_name":"Lisa Green","members_type":"AST","city_1":"Pinehurst","province":"NC","language":"English","new_member_date_2":"2024-10-24","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"222575","canceldate":"2015-03-03","no_email_solicitation":"False","area_code":"614","time_zone":"2","intcode":"06","blocnote":"Apr 30 2026 vm  May 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T09:54:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-09-30","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST0554","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-04-29","last_act_type":"2025-07-08","telemarketing_call_date":"2026-05-22","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:59-05:00","npi_email_temp":"lgreen@chipotle.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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":{"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","latest_paid_thru":"2024-05-31","company_paid_thru":"2024-05-31","corp_cancel_date":"2024-08-02","company_status":"I"}},"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","npi_email_temp":"lauren.abbott21@hotmail.com","pf2_status":"E","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"29265","email":"bukky17k@gmail.com","first_name":"Olubukola","last_name":"Osunro","phone":"3069146918","orgname":"Western Development Museum","customer_acct_name":"Western Development Museum","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25C09442","full_name":"Olubukola Osunro","members_type":"CAND","city_1":"Saskatoon","province":"SK","language":"English","phone_2":"","lead_status":"Lapsed Member","new_member_date_2":"2024-02-12","pipeline_2_members_only_ast":"","individual_id":"334284","no_email_solicitation":"False","time_zone":"3","intcode":"0","blocnote":"Oct 16 2025 completed with both emails sent","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T14:36:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","resourceaware":"Yes","resourcevisitedselfreport":"DNK","paid_thru":"2026-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25C09442","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-01-04","telemarketing_call_date":"2025-10-16","sendaigeneral":"2025-10-16T14:35:00-04:00","sendoctoberemail":"2025-10-16T14:35:08-04:00","sendaidate":"2025-12-01T10:13:37-05:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T14:36:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","last_engaged_date":"2026-01-07","pcl_status":"P","pcl_completion_date":"2025-05-05","number_of_passed_courses":"1","trc":"True","wera":"False","onesentencenotrenewed":"AST->CAND","npi_email_temp":"bukky17k@gmail.com","old_do_id":"AST1070","date_of_renewal_identification":"","ln_entered_date":"2026-04-02","canceldate":"2026-04-02","pcl_completion_date_5":"2030-05-05","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"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, TMAI","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\n2026 May 08 reached voicemail, no human contact\n2026 May 08 call reached voicemail, no message left\n2026 May 11 call reached voicemail, no message left\n2026 May 11 call reached voicemail, no message left\n2026 May 13 call reached voicemail, no contact with Fayez\n2026 May 13 call reached voicemail, no contact with Fayez\n2026 May 15 reached voicemail, no contact with Fayez\n2026 May 15 reached voicemail, no contact with Fayez","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:44-04:00","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","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:32-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent called Fayez on behalf of the National Payroll Institute but reached voicemail. The agent left a message and did not speak with a human.","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","session_id":"call_97203b34f0f918567e8af19f7e1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_97203b34f0f918567e8af19f7e1"}},"seriesid":"163"}
{"contact":{"id":"5665","email":"yolaine.lalande@lauzonltd.com","first_name":"Yolaine","last_name":"Lalande","phone":"8194271276","orgname":"Lauzon Bois \u00c9nerg\u00e9tiques Recyl\u00e9e","customer_acct_name":"Lauzon Bois \u00c9nerg\u00e9tiques Recyl\u00e9e","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01801","province":"QC","extension_phone_1":"502","full_name":"Yolaine Lalande","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-01-26","domain_1":"lauzonltd.com","attended_webinar":"No","lapsed_expiration_date":"2022-03-02","individual_id":"297177","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501657","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"17 juillet 2025 na jamais \u00e9t\u00e9 membre","dhmsfin_telemarketing_last_contacted_date":"2025-07-16T10:36:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"12","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01801","temp_intcode_for_auto_old_int_code":"16","organization_id":"297174","last_act_type":"2021-01-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"yolaine.lalande@lauzonltd.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8664","email":"karena7586@gmail.com","first_name":"Kaiyao","last_name":"Lin","phone":"3063410868","orgname":"Genuine Accounting Services Ltd.","customer_acct_name":"Genuine Accounting Services Ltd.","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"province":"SK","full_name":"Kaiyao Lin","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"298829","area_code":"508","region":"US","lead_status":"Renewed Lapsed","old_do_id":"L25C07270","time_zone":"2","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2022-05-03","members_type":"CAND","paid_thru":"2026-09-30","new_member_date_2":"2025-10-16","temp_do_id_for_auto_old_do_id":"LB2505792","phone_2":"3063410868","last_act_type":"2025-10-16","date_of_renewal_identification":"2025-10-24","pcl_status":"F","pcl_completion_date":"2026-02-03","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","npi_email_temp":"karena7586@gmail.com","pcl_completion_date_5":"2031-02-03","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"31323","email":"wilkie_p@yahoo.com","first_name":"Pam","last_name":"Wilkie","phone":"9024716042","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Pam Wilkie, PCP","lead_status":"Refused","members_type":"PRO","city_1":"Middle LaHave","province":"NS","phone_2":"9024716042","do_id":"L25P02131","pipeline_2_members_only_ast":"","new_member_date_2":"2023-08-02","area_code":"902","time_zone":"1","language":"English","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"44625","pds_may":"7","cert_status":"ACTIVE","blocnote":"July 17 2025 completed ( she is aware of it and she receives it regurarly)","canceldate":"2015-07-02","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 7 days","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T09:42:00-04:00","full_name_2":" ","nonactive_reason":"AST->CAND\/PRO","pds_july":"7","cpa_certification":"PCP","paid_thru":"2026-07-31","old_do_id":"AST1853","onesentencenotrenewed":"PRO reached 3 years limit for renewal","temp_do_id_for_auto_old_do_id":"L25P02131","temp_intcode_for_auto_old_int_code":"21","pds_august":"7","pds_september":"7","last_infoline_date_type":"2018-10-29","last_conf_date_type":"2009-05-01","last_act_type":"2025-12-08","number_of_passed_courses":"0","pds_october":"7","trc":"True","wera":"False","pds_november":"7","npi_email_temp":"wilkie_p@yahoo.com","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"11356","email":"maureensukhnandan@gmail.com","first_name":"Maureen","last_name":"Sukhnandan","phone":"4162879547","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Maureen Sukhnandan","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2014-11-26","lapsed_expiration_date":"2023-01-05","individual_id":"217048","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"L25P02487","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-01-05","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","paid_thru":"2022-10-31","intcode":"01","blocnote":"Aug 13 2025 Survey completed\n2026 May 19 contact refused to renew and ended call abruptly","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T12:12:02-04:00","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":"It was challenging because did not find a payroll position.","expectationsnotmet":"Yes","expectationsnotmetspecify":"I expected a job in payroll.","membershipcost":"Yes","membershipcostspecify":"The membership cost because if I do not have a payroll position why pay for membership.","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I did not receive a payroll position with my qualifications.","careerchange":"Yes","careerchangespecify":"I am not in a payroll position.","hardtoparticipateevents":"No","engagingstrategiesspecify":"More social interaction with others in payroll.","mini_nps":"1","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","new_member_date_2":"2014-11-26","temp_do_id_for_auto_old_do_id":"L25P02487","temp_intcode_for_auto_old_int_code":"1","phone_2":"4162879547","last_act_type":"2023-05-04","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","npi_email_temp":"maureensukhnandan@gmail.com","pcl_completion_date_5":"2018-09-05","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","thewithdrawaldate":"2023-01-05","aitm_status_called":"2026-05-19T12:12:02-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Maureen regarding her lapsed Professional membership with the National Payroll Institute. Maureen expressed strong disinterest and ended the call abruptly without providing a reason for not renewing.","aitm_callsummarytitle":"Contact refused to renew membership","notrenewedwanttorenew":"No","onesentencenotrenewed":"It's a bunch of bullshit.","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_e621fc9291c38cd1848e9e43223","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e621fc9291c38cd1848e9e43223","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5575","email":"sonia@feldhammer.ca","first_name":"Sonia","last_name":"Dixon","phone":"5147355375","orgname":"Feldhammer Dixon Kwo  Inc.","customer_acct_name":"Feldhammer Dixon Kwo  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":"L25O00339","province":"QC","extension_phone_1":"230","full_name":"Sonia Dixon","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-12-18","domain_1":"feldhammer.ca","attended_webinar":"No","lapsed_expiration_date":"2023-02-02","individual_id":"270392","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETO00451","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":"2025-12-08T12:03:00-05:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00339","temp_intcode_for_auto_old_int_code":"6","organization_id":"270391","last_act_type":"2019-11-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sonia@feldhammer.ca","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10177","email":"navkaur.bux238@gmail.com","first_name":"Navjot","last_name":"Kaur","phone":"6476414797","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07257","full_name":"Navjot Kaur","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"279381","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-09","old_do_id":"LB2503330","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":"2020-04-21","temp_do_id_for_auto_old_do_id":"L25C07257","phone_2":"7789886842","last_act_type":"2021-10-03","pcl_status":"F","pcl_completion_date":"2020-08-02","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T18:26:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"navkaur.bux238@gmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"7599","email":"rupalimh@yahoo.com","first_name":"Rupali","last_name":"Hulkoti","phone":"4164921200","orgname":"Sunray Group","customer_acct_name":"Sunray Group","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502020","extension_phone_1":"124","full_name":"Rupali Hulkoti","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-05-29","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"C16104","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-08-05","individual_id":"264021","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":"2020-05-31","new_member_date_2":"2018-05-29","temp_do_id_for_auto_old_do_id":"LB2502020","temp_intcode_for_auto_old_int_code":"21","phone_2":"6478691687","last_act_type":"2020-03-11","pcl_status":"P","pcl_completion_date":"2018-08-20","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":"2020-01-31","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"rupalimh@yahoo.com","pcl_completion_date_5":"2023-08-20","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31"}},"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","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"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":"15","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 ,\n2026 May 08 call ended due to inactivity, no clear response from contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","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":"15","old_do_id":"AST1007","canceldate":"2025-10-01","last_act_type":"2024-06-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hannmouss@yahoo.fr","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Hanafi but the user did not respond clearly, resulting in an incomplete conversation. The call ended due to inactivity without any renewal discussion or survey questions asked.","aitm_callsummarytitle":"No response from contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"20","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f8e6aa14ce222b1e73448100b39","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f8e6aa14ce222b1e73448100b39","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"7752","email":"nicole.walsh@parexel.com","first_name":"Nicky","last_name":"Walsh","phone":"9788699283","orgname":"Parexel International","customer_acct_name":"Parexel International","tags":"CSV imported, 250221 Lapsed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02488","full_name":"Nicky Walsh","language":"English","origin":"Lapsed Members 2022 Lapsed Members 2022","explicit_consent_date":"2019-10-04","domain_1":"parexel.com","individual_id":"281468","area_code":"978","region":"US","lead_status":"Lapsed Member","province":"MA","lapsed_expiration_date":"2020-12-02","members_type":"AST","time_zone":"2","old_do_id":"LB2504125","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-12-02","new_member_date_2":"2019-10-04","no_email_solicitation":"False","intcode":"15","blocnote":"12 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 voicemail reached, no human interaction\n2026 May 11 reached voicemail, no human interaction\n2026 May 11 call started, user hung up early before survey or renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:48-04:00","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25A02488","temp_intcode_for_auto_old_int_code":"15","phone_2":"9788699283","last_act_type":"2019-03-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nicole.walsh@parexel.com","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","called_by":"Tri","aitm_status_called":"2026-05-11T10:36:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent reached Nicky and introduced herself, mentioning the lapsed Associate membership and intent to ask questions, but the call ended abruptly after 20 seconds with the user hanging up before any survey or renewal discussion.","aitm_callsummarytitle":"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","session_id":"call_11cf990de8c8f5c636a6e56be85","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_11cf990de8c8f5c636a6e56be85","old_int_code":"6","number_of_calls_reached":"1"}},"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, TMAI","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":"16","blocnote":"May 28 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 14 2025 vm\n2026 May 08 call reached gatekeeper, no contact with Tennika\n2026 May 11 call reached wrong number, no contact - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:46-04:00","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":"16","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","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-11T13:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called the number but reached the wrong person who stated it was a wrong number. The call ended shortly after with no further conversation.","aitm_callsummarytitle":"Wrong Number 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","session_id":"call_ae39153de7992226890e7fcfea5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ae39153de7992226890e7fcfea5","number_of_calls_reached":"2","mini_nps":"3","onesentencenotrenewed":"Contact stated it was a wrong number.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Wrong number, no contact reached.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"10622","email":"roomes@rogers.com","first_name":"Melissa","last_name":"Roomes","phone":"6473911372","orgname":"Plan Group","customer_acct_name":"Plan 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":"L25P02405","full_name":"Melissa Roomes, CHRP","language":"English","origin":"Lapsed Spring 2024","domain_1":"rogers.com","individual_id":"71635","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502618","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"4167417840","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Mar 17 2025 vm\r\nMar 26 2025 vm\r\nApril 2 2025 call back\r\nApril 2 2025 Survey completed.","dhmsfin_telemarketing_last_contacted_date":"2025-04-02T20:14:00-04:00","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":"Yes","membershipcostspecify":"It was the cost of membership.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"The reason was fifty percent cost and fifty percent not really in payroll.","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"Yes it was challenging maintaining HR and Payroll events and working. It was difficult to go to all day conferences.","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","sendapplicationform":"2025-04-02T20:15:00-04:00","canceldate":"2024-04-02","cpa_certification":"CPM","cert_status":"WITHDRAWN","pds_july":"4","paid_thru":"2024-01-31","new_member_date_2":"2009-02-09","temp_do_id_for_auto_old_do_id":"L25P02405","temp_intcode_for_auto_old_int_code":"1","pds_august":"4","pds_september":"4","last_infoline_date_type":"2022-08-16","last_conf_date_type":"2014-06-17","last_act_type":"2024-01-07","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"roomes@rogers.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"11314","email":"jieyun1@ualberta.ca","first_name":"Jieyun","last_name":"Zhang","phone":"7802423713","orgname":"Origami Accounting","customer_acct_name":"Origami Accounting","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02306","full_name":"Jieyun Zhang, CPA","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2016-09-23","domain_1":"ualberta.ca","lapsed_expiration_date":"2022-11-02","individual_id":"247061","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2504027","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","cpa_certification":"PCP","new_member_date_2":"2016-09-23","no_email_solicitation":"FALSE","cert_status":"PENDING","province":"AB","time_zone":"4","paid_thru":"2022-08-31","intcode":"06","blocnote":"Aug 13 2025 busy call back\r\nLN Oct 31 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","temp_do_id_for_auto_old_do_id":"L25A02306","temp_intcode_for_auto_old_int_code":"06","phone_2":"7802423713","last_act_type":"2021-08-16","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":"2017-09-20","number_of_passed_courses":"4","old_int_code":"10","trc":"True","wera":"False","npi_email_temp":"jieyun1@ualberta.ca","pcl_completion_date_5":"2022-01-08","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by the contact and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_63bc25e8df4915b7ebb1c502303","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_63bc25e8df4915b7ebb1c502303"}},"seriesid":"163"}
{"contact":{"id":"5558","email":"jasmine.tadevosyan@gmail.com","first_name":"Hasmik","last_name":"Tadevosyan","phone":"4506862866","orgname":"Continental Filing System Inc.","customer_acct_name":"Continental Filing System 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":"L25C06381","province":"QC","full_name":"Hasmik Tadevosyan","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2022-01-26","attended_webinar":"No","lapsed_expiration_date":"2022-01-26","individual_id":"308786","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501466","members_type":"CAND","phone_2":"4506862866","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","intcode":"06","blocnote":"lnc.21 nov 2025 de retour le 24","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T09:58:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2022-01-26","temp_do_id_for_auto_old_do_id":"L25C06381","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-11-18","number_of_passed_courses":"0","trc":"True","wera":"False","onesentencenotrenewed":"","old_int_code":"16","npi_email_temp":"jasmine.tadevosyan@gmail.com","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"29816","email":"almaty.zzz@gmail.com","first_name":"Laura","last_name":"Medinova","phone":"6136086046","orgname":"KORE Wireless Canada Inc.","customer_acct_name":"KORE Wireless Canada Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Laura Medinova","members_type":"CORP","city_1":"WELLAND","province":"ON","language":"English","phone_2":"4379964493","lead_status":"Not Relevant","new_member_date_2":"2022-02-23","pipeline_2_members_only_ast":"","individual_id":"259725","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"Sept 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T09:56:00-04:00","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","organization_id":"335476","canceldate":"2025-09-04","date_of_renewal_identification":"2025-10-08","temp_do_id_for_auto_old_do_id":"LB2504239","temp_intcode_for_auto_old_int_code":"6","old_do_id":"LB2504239","last_infoline_date_type":"2024-06-17","last_act_type":"2025-04-09","company_paid_thru":"2027-02-28","pcl_status":"P","pcl_completion_date":"2018-04-29","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":"2022-02-18","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"almaty.zzz@gmail.com","pcl_completion_date_5":"2023-04-29","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30821","email":"kelly.watson@muskokabrewery.com","first_name":"Kelly","last_name":"Watson","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":"308649","full_name":"Kelly Watson, CHRL","members_type":"CORP","do_id":"L25O00674","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":"2025-12-12T08:32:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00674","temp_intcode_for_auto_old_int_code":"6","organization_id":"308650","last_act_type":"2025-02-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kelly.watson@muskokabrewery.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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":{"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","latest_paid_thru":"2025-07-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"31","blocnote":"May 22 2026 completed with email sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T09:59:00-04:00","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":"2026-02-02","telemarketing_call_date":"2026-05-22","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":"2026-05-22T09:58:00-04:00","sendoctoberemail":"2025-10-30T10:18:53-04:00","sendaidate":"2026-05-22T09:58:03-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-30T10:22:00-04:00","value_designation":"Yes","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","latest_paid_thru":"2027-02-28","sendcandapplicationform":"2026-05-22T09:57:00-04:00","sendaiemail":"2026-05-22T09:58:03-04:00","resourceaware":"No","resourcevisitedselfreport":""}},"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":{"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","latest_paid_thru":"2024-01-31"}},"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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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":"2024-01-03","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","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
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{"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":"2021-04-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"elizabeth_wojtowicz@qbsol.com","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"5573","email":"comptabilite@gagnonrobitaille.com","first_name":"Sindy","last_name":"Beauregard","phone":"4503751418","orgname":"Gagnon Robitaille CPA Inc.","customer_acct_name":"Gagnon Robitaille CPA Inc.","tags":"CSV imported, Bounced, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01831","province":"QC","full_name":"Sindy Beauregard","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2018-12-06","domain_1":"gagnonrobitaille.com","attended_webinar":"No","lapsed_expiration_date":"2022-02-02","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501612","members_type":"CORP","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O01831","individual_id":"295375","organization_id":"269973","last_act_type":"2020-11-30","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-10-07T09:21:00-04:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"comptabilite@gagnonrobitaille.com","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8688","email":"allimeta@yahoo.com","first_name":"Aireen","last_name":"Limeta","phone":"7806865391","orgname":"East-West College","customer_acct_name":"East-West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06965","province":"AB","full_name":"Aireen Limeta","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304709","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500168","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":"L25C06965","phone_2":"7806865391","last_act_type":"2021-03-09","pcl_status":"P","pcl_completion_date":"2021-11-28","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2022-04-05","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"allimeta@yahoo.com","pcl_completion_date_5":"2026-11-28","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"28738","email":"kvaidehi5@yahoo.com","first_name":"Vaidehi","last_name":"Kulkarni","phone":"7802200764","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":"L25A03018","full_name":"Vaidehi Kulkarni","members_type":"AST","city_1":"Langley","province":"BC","language":"English","phone_2":"7802200764","lead_status":"Lapsed Member","new_member_date_2":"2024-02-15","pipeline_2_members_only_ast":"","individual_id":"279871","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"5","intcode":"15","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-13T16:26:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","blocnote":"13 May 2025 Completed\n2026 May 08 call reached voicemail with call control, no conversation\n2026 May 08 reached voicemail, no message left\n2026 May 11 call reached voicemail or unintended recipient named Wayde\n2026 May 11 voicemail reached, message left\n2026 May 13 call reached voicemail, no conversation\n2026 May 13 voicemail reached, no contact with Vaidehi\n2026 May 15 voicemail reached - no human interaction\n2026 May 15 call disconnected immediately after initial greeting","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","old_int_code":"06","last_engaged_date":"2025-08-02","paid_thru":"2026-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25A03018","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-03-19","telemarketing_call_date":"2025-05-13","pcl_status":"P","pcl_completion_date":"2019-11-05","pf1_status":"P","pf1_completion_date":"2020-01-12","pf2_status":"P","pf2_completion_date":"2020-03-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-07-03","number_of_passed_courses":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:58-05:00","npi_email_temp":"kvaidehi5@yahoo.com","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST0756","pcl_completion_date_5":"2024-11-05","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:32-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was very brief and ended immediately after the initial greeting without any further conversation or information exchange.","aitm_callsummarytitle":"Call disconnected after initial greeting","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fe08ae5c485a9c8bcd4254961bd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fe08ae5c485a9c8bcd4254961bd","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"11096","email":"emma62padilla@yahoo.ca","first_name":"Emma","last_name":"Padilla","phone":"5878648761","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06718","province":"AB","full_name":"Emma Padilla","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"311571","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500202","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","paid_thru":"2023-02-28","new_member_date_2":"2022-03-29","temp_do_id_for_auto_old_do_id":"L25C06718","phone_2":"5877181449","last_act_type":"2022-03-28","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":"2025-11-06T11:44:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"emma62padilla@yahoo.ca","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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":"2022-10-01","last_act_type":"2022-01-03","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","latest_paid_thru":"2022-01-31"}},"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":"2025-10-03","last_act_type":"2025-08-05","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","latest_paid_thru":"2025-10-31"}},"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":"2019-02-01","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","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31275","email":"d_rusk@hotmail.com","first_name":"Debra","last_name":"Rusk","phone":"5874367298","orgname":"","customer_acct_name":"","tags":"Zerobounce indication, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"full_name":"Debra Rusk, PLP","lead_status":"Renewed Lapsed","members_type":"PRO","city_1":"Calgary","province":"AB","phone_2":"5874367298","do_id":"L26P0002","pipeline_2_members_only_ast":"","new_member_date_2":"2022-10-20","zerobounce_reason":"abuse","sendwelcomeapplicationform":"2025-03-28T11:45:00-04:00","sendcandapplicationform":"2025-03-28T11:45:00-04:00","blocnote":"28 March 2025 She didn't want to answer the questions - just sent her the e-mails","dhmsfin_telemarketing_last_contacted_date":"2025-04-28T15:52:00-04:00","onesentencenotrenewed":"","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","time_zone":"4","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"L26P0002","date_of_renewal_identification":"2025-09-25","paid_thru":"2027-02-28","individual_id":"104805","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2007-01-03","pf1_status":"P","pf1_completion_date":"2007-07-10","pf2_status":"P","pf2_completion_date":"2008-07-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-03-02","cpa_certification":"CPM","last_act_type":"2025-09-30","language":"English","last_infoline_date_type":"2021-05-04","last_conf_date_type":"2014-06-17","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","npi_email_temp":"d_rusk@hotmail.com","old_do_id":"AST1804","pcl_completion_date_5":"2012-01-03","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail\n2026 May 15 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","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","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:40-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to the contact but reached voicemail after a brief interaction.","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","session_id":"call_8eb02ed6be81467409d74deb592","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8eb02ed6be81467409d74deb592","mini_nps":"3"}},"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":"2023-08-02","last_act_type":"2026-04-05","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","npi_email_temp":"deepaoberoi22@gmail.com","pcl_completion_date_5":"2021-06-13","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"29313","email":"lisa.hall@mvbookkeeping.ca","first_name":"Lisa","last_name":"Hall","phone":"6047986811","orgname":"Skowkale First Nation","customer_acct_name":"Skowkale First Nation","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0576","full_name":"Lisa Hall","members_type":"AST","city_1":"Chilliwack","province":"BC","language":"English","phone_2":"6047986811","lead_status":"Renewed APX","last_login_date":"2025-02-26T10:51:34-05:00","new_member_date_2":"2023-02-02","last_engaged_date":"2025-12-02","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"284048","canceldate":"2021-02-02","no_email_solicitation":"False","pds_march":"1","area_code":"604","time_zone":"5","intcode":"11","blocnote":"May 1 2026 Busy and said she is familiar with NPI website","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T14:05:00-04:00","resources_tools_may":"1","pipeline_1_lapsed_members":"","pds_may":"1","pds_july":"1","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"2","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0576","temp_intcode_for_auto_old_int_code":"11","pds_september":"1","last_infoline_date_type":"2023-04-19","last_act_type":"2026-12-03","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:00-05:00","pds_november":"1","npi_email_temp":"lisa.hall@mvbookkeeping.ca","date_of_renewal_identification":"2026-03-14","old_int_code":"99","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"7481","email":"reception@metischild.com","first_name":"Mary","last_name":"Dion","phone":"7806386540","orgname":"Metis Child & Family Services Society","customer_acct_name":"Metis Child & Family Services Society","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Mary Dion","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2004-05-14","domain_1":"metischild.com","individual_id":"73973","area_code":"780","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"L25O02082","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"LB2506927","cert_status":"WITHDRAWN","organization_id":"73972","cpa_certification":"CPM","pds_august":"21","phone_2":"7804526100","members_type":"CORP","pds_september":"21","last_conf_date_type":"2019-06-12","last_act_type":"2020-08-30","intcode":"21","blocnote":"Oct 15 2025 no one by that name and there is no payroll","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:50:00-04:00","temp_intcode_for_auto_old_int_code":"21","notrenewednolongerinpayroll":"Yes","old_int_code":"12","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_passed_courses":"0","pds_october":"21","trc":"False","wera":"False","pds_november":"21","do_id":"LB2506927","npi_email_temp":"reception@metischild.com","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31","company_paid_thru":"2020-03-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"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":"2026-04-05","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","npi_email_temp":"manajhalder197@gmail.com","pcl_completion_date_5":"2017-11-22","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7588","email":"dcanning@alinegreetings.com","first_name":"Danita","last_name":"Canning","phone":"8007901280","orgname":"A-Line Atlantic Inc.","customer_acct_name":"A-Line Atlantic Inc.","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02118","full_name":"Danita Canning","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-03-20","domain_1":"alinegreetings.com","individual_id":"274273","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502194","time_zone":"4","province":"NL","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02118","organization_id":"274271","members_type":"CORP","intcode":"15","blocnote":"LN Oct 15 2025 Danita no longer there spoke to Joanne who said they are still deciding if they will be a ember of NPI again.","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T15:06:00-04:00","temp_intcode_for_auto_old_int_code":"15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dcanning@alinegreetings.com","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"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","latest_paid_thru":"2025-07-31"}},"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","latest_paid_thru":"2022-05-31"}},"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","latest_paid_thru":"2025-05-31"}},"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","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9412","email":"arushadhuka6@gmail.com","first_name":"Arusha","last_name":"Momin","phone":"3069991490","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":"L25C06877","full_name":"Arusha Momin","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"301006","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503100","members_type":"CAND","province":"SK","area_code":"306","time_zone":"3","phone_2":"3069991490","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","intcode":"06","blocnote":"NOv 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T10:03:00-05:00","paid_thru":"2022-10-31","new_member_date_2":"2021-11-15","temp_do_id_for_auto_old_do_id":"L25C06877","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-01-02","pcl_status":"F","pcl_completion_date":"2022-04-05","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"10","trc":"False","wera":"False","npi_email_temp":"arushadhuka6@gmail.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"7633","email":"sarahjanerowan86@gmail.com","first_name":"Sarah","last_name":"Rowan","phone":"2043263445","orgname":"Barkman Concrete LTD","customer_acct_name":"Barkman Concrete LTD","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502250","full_name":"Sarah Rowan","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"13-avr-18","individual_id":"262577","area_code":"204","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"C17573","time_zone":"3","province":"MB","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","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":"2018-04-13","temp_do_id_for_auto_old_do_id":"LB2502250","temp_intcode_for_auto_old_int_code":"21","phone_2":"2043803761","last_act_type":"2025-10-21","pcl_status":"P","pcl_completion_date":"2018-08-05","pf1_status":"P","pf1_completion_date":"2018-11-18","pf2_status":"P","pf2_completion_date":"2019-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-05-13","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sarahjanerowan86@gmail.com","pcl_completion_date_5":"2023-08-05","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31"}},"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":"16","paid_thru":"2025-01-31","blocnote":"13 aout 2025 demande a ne plus \u00eatre rappeler en arr\u00eat de travail\n2026-05-08 invalid phone destination, phone: +14388380245","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:36-04:00","temp_do_id_for_auto_old_do_id":"L25A00314","temp_intcode_for_auto_old_int_code":"16","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","latest_paid_thru":"2025-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:36-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_e1ea3471157c1266ed844721b10","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e1ea3471157c1266ed844721b10"}},"seriesid":"163"}
{"contact":{"id":"8643","email":"kapilvstyagi@gmail.com","first_name":"Kapil","last_name":"Tyagi","phone":"9027196074","orgname":"ADP","customer_acct_name":"ADP","tags":"CSV imported, NPIdealed, npiPartnerAccount","ip4":"0.0.0.0","fields":{"do_id":"LB2500619","province":"NS","full_name":"Kapil Tyagi","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"299824","area_code":"973","region":"US","lead_status":"Partner","old_do_id":"CLNPI000402","time_zone":"1","pipeline_1_lapsed_members":"","canceldate":"2022-06-02","pipeline_2_members_only_ast":"","paid_thru":"2022-03-31","new_member_date_2":"2021-04-22","temp_do_id_for_auto_old_do_id":"LB2500619","phone_2":"9027196075","members_type":"CAND","last_act_type":"2021-03-08","pcl_status":"F","pcl_completion_date":"2021-08-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kapilvstyagi@gmail.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"29355","email":"jillkevin42@gmail.com","first_name":"Jill","last_name":"Stewart","phone":"5066745430","orgname":"Innovatia","customer_acct_name":"Innovatia","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1365","full_name":"Jill Stewart","members_type":"AST","city_1":"Saint John","province":"NB","language":"English","phone_2":"5064334042","lead_status":"Renewed APX","new_member_date_2":"2015-07-27","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"235874","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"506","time_zone":"1","intcode":"06","blocnote":"June 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T10:51:00-04:00","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1365","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-12-17","last_conf_date_type":"2020-06-17","last_act_type":"2025-06-30","telemarketing_call_date":"2026-05-04","pcl_status":"P","pcl_completion_date":"2015-12-07","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":"2017-01-24","number_of_passed_courses":"4","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:54-05:00","npi_email_temp":"jillkevin42@gmail.com","pcl_completion_date_5":"2020-12-07","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16"}},"seriesid":"163"}
{"contact":{"id":"7642","email":"humanresources@cornerstoneunited.com","first_name":"Andrew","last_name":"Bolick","phone":"8284491149","orgname":"CornerStone United","customer_acct_name":"CornerStone United","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01904","full_name":"Andrew Bolick","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-03-30","domain_1":"cornerstoneunited.com","individual_id":"287042","area_code":"514","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502212","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25O01904","organization_id":"287041","members_type":"CORP","last_infoline_date_type":"2020-08-26","last_act_type":"2020-08-26","intcode":"10","blocnote":"LN Oct 15 2025 Spoke to Janice said Andrew is no longer in payroll but still with the company asked that call back in a week regarding membership.","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T14:31:00-04:00","temp_intcode_for_auto_old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"humanresources@cornerstoneunited.com","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","company_paid_thru":"2021-02-28","corp_cancel_date":"2021-05-04","company_status":"I"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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":"2027-02-28","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","latest_paid_thru":"2027-02-28","company_status":"A"}},"seriesid":"163"}
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{"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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":"TMAI","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":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"224483","sendjulyemail":"2025-07-16T11:20:00-04:00","blocnote":"2026-05-25 invalid phone destination, phone: +16139951779\n2026 May 25 call reached voicemail, no contact made","sendmayemail":"2025-07-16T11:20:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T10:37:03-04:00","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":"06","cert_status":"WITHDRAWN","pds_august":"3","pds_september":"3","last_infoline_date_type":"2025-02-28","last_act_type":"2026-03-03","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":"08","canceldate":"2026-03-03","pcl_completion_date_5":"2019-05-15","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","called_by":"Tri","thewithdrawaldate":"2026-03-03","aitm_status_called":"2026-05-25T10:52:07-04:00","number_of_call_attempts":"1","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0cd09609eac00e3840a59b1b7d3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0cd09609eac00e3840a59b1b7d3","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
{"contact":{"id":"5554","email":"smytil@biximontreal.com","first_name":"Sandrine","last_name":"Mytil","phone":"5143978935","orgname":"Bixi Montr\u00e9al","customer_acct_name":"Bixi Montr\u00e9al","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Sandrine Mytil","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","individual_id":"240889","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2507270","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"99","blocnote":"12 May 2025 Natalie is in payroll now - call back\r\n05 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T19:19:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25O05306","temp_intcode_for_auto_old_int_code":"99","organization_id":"259499","pds_august":"3","phone_2":"5149718776","old_int_code":"6","pds_september":"3","last_act_type":"2023-02-24","company_paid_thru":"2026-01-31","date_of_renewal_identification":"","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","do_id":"L25O05306","npi_email_temp":"smytil@biximontreal.com","ln_entered_date":"2026-04-03","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","corp_cancel_date":"2026-05-02","company_status":"I"}},"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":{"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","latest_paid_thru":"2025-09-30"}},"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":"2024-10-09","last_act_type":"2024-10-09","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","latest_paid_thru":"2025-04-30"}},"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","latest_paid_thru":"2021-10-31"}},"seriesid":"163"}
{"contact":{"id":"29736","email":"zmkh@live.com","first_name":"Kazim","last_name":"Hussain","phone":"6132988834","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert12, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0638","full_name":"Kazim Hussain","members_type":"AST","city_1":"Ottawa","province":"ON","language":"English","phone_2":"6132988834","lead_status":"Renewed APX","new_member_date_2":"2014-11-21","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"230529","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:10:00-04:00","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":"AST0638","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-10-24","sendpreexpirationemail":"2025-10-14T10:15:00-04:00","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":"Yes","value_networking":"Yes","value_career":"No","value_promote_payroll":"Yes","value_discount_program":"Yes","othermemberbenefit":"","pcl_status":"P","pcl_completion_date":"2015-04-16","date_of_renewal_identification":"2025-10-30","telemarketing_call_date":"2026-05-06","number_of_passed_courses":"1","old_int_code":"99","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:47-05:00","npi_email_temp":"zmkh@live.com","pcl_completion_date_5":"2020-04-16","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"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":"2023-11-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"uspayroll@equinix.com","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"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","latest_paid_thru":"2022-08-31"}},"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":"2027-05-31","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":"2026-11-05","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","npi_email_temp":"plinton@airiabrands.com","pf2_status":"E","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"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","latest_paid_thru":"2025-12-31"}},"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","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"31246","email":"kilabo.gift252@gmail.com","first_name":"Rwitre","last_name":"Namukobe","phone":"7052808101","orgname":"","customer_acct_name":"","tags":"TMAI","ip4":"10.13.144.5","fields":{"full_name":"Rwitre Namukobe, PCP","members_type":"PRO","city_1":"Sudbury","province":"ON","phone_2":"7052808101","pipeline_2_members_only_ast":"","new_member_date_2":"2022-01-14","area_code":"705","time_zone":"2","language":"English","intcode":"14","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"287377","blocnote":"11 June 2025 She swore and hang up on me\n2026 May 19 contact requested callback for renewal discussion on Friday afternoon\n2026 May 22 call went to voicemail\n2026 May 22 contact agreed to renew next month and scheduled callback for June 12 at 10 AM - NPI# 31246","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T14:32:03-04:00","nonactive_reason":"AST->CAND\/PRO","old_do_id":"LB2505883","lead_status":"Lapsed Member","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25P02838","temp_intcode_for_auto_old_int_code":"14","cert_status":"WITHDRAWN","cpa_certification":"PCP","last_infoline_date_type":"2021-12-08","last_act_type":"2026-03-03","date_of_renewal_identification":"","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","pcp_we":"APPROVED","do_id":"L25P02838","npi_email_temp":"kilabo.gift252@gmail.com","ln_entered_date":"2026-02-02","canceldate":"2026-03-03","pcl_completion_date_5":"2025-06-21","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","thewithdrawaldate":"2026-03-03","aitm_status_called":"2026-05-22T14:47:06-04:00","number_of_call_attempts":"1","npi_call_back_date_and_time":"2026-06-12T10:00:00-04:00","npi_call_back_time_hour":"10","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent contacted Rwitre regarding their lapsed Professional membership with the National Payroll Institute. The user expressed satisfaction with the membership but found the annual fee high. The user agreed to consider renewing next month and scheduled a callback for June 12th at 10 AM.","aitm_callsummarytitle":"Membership Renewal Scheduled","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Forgot\/not aware and then 3 questions","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_861df5aaf72ebcbc618019d3275","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_861df5aaf72ebcbc618019d3275","mini_nps":"5","initialvalue":"Career","age_range":"Preferred not to say","thewithdrawaldate_3_years":"2029-03-03"}},"seriesid":"163"}
{"contact":{"id":"10618","email":"obinageraldine@gmail.com","first_name":"Geraldine","last_name":"Obina","phone":"3063412012","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06690","province":"AB","full_name":"Geraldine Obina","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"312482","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501766","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":"2022-05-02","temp_do_id_for_auto_old_do_id":"L25C06690","phone_2":"3063412012","last_act_type":"2022-04-30","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"P","pf1_completion_date":"2022-09-25","pf2_status":"P","pf2_completion_date":"2022-11-27","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T12:05:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"obinageraldine@gmail.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"11441","email":"snicholson@carizon.ca","first_name":"Shannon","last_name":"Nicholson","phone":"5197436333","orgname":"Carizon Family & Community Services","customer_acct_name":"Carizon Family & Community Services","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, Member portal, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Shannon Nicholson","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2011-06-22","domain_1":"carizon.ca","do_id":"LB2501851","individual_id":"290608","members_type":"CORP","time_zone":"4","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"C15690","province":"ON","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":"2025-12-11T09:59:00-05:00","temp_do_id_for_auto_old_do_id":"LB2501851","temp_intcode_for_auto_old_int_code":"6","npi_email_temp":"snicholson@carizon.ca"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"249385","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"4","area_code":"905","time_zone":"2","intcode":"05","blocnote":"May 6 2026 1st number not in service \r\n2nd no answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:45:00-04:00","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"4","cert_status":"PENDING","old_int_code":"99","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":"05","pds_september":"4","last_act_type":"2025-12-23","telemarketing_call_date":"2026-05-06","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","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"8665","email":"matrix@bigchip.ca","first_name":"Ian","last_name":"Campbell","phone":"6046378556","orgname":"Big Chip Accounting Ltd.","customer_acct_name":"Big Chip Accounting Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01692","province":"BC","full_name":"Ian Campbell","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-05-06","domain_1":"bigchip.ca","lapsed_expiration_date":"2022-07-05","individual_id":"288348","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500463","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":"2025-12-08T12:03:00-05:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01692","temp_intcode_for_auto_old_int_code":"6","organization_id":"288349","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"matrix@bigchip.ca","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"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, TMAI","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":"15","blocnote":"May 13 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm\n2026 May 08 call ended after automated menu navigation, no human reached\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call ended after automated menu navigation, no human reached.\n2026 May 13 call reached voicemail at extension 312, no human contact\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail at extension 312, no human contact\n2026 May 15 call reached voicemail, no conversation.\n2026 May 19 call reached voicemail at extension 312, no human contact\n2026 May 19 call started, agent reached Bing, first question asked, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T13:12:00-04:00","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25A02562","temp_intcode_for_auto_old_int_code":"15","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":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Strong","old_int_code":"06","npi_email_temp":"bingbingyang@yahoo.ca","pcl_completion_date_5":"2015-04-26","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","called_by":"Tri","aitm_status_called":"2026-05-19T13:27:02-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"9","npi_transcriptsummary":"The agent successfully reached Bing and introduced the purpose of the call regarding the lapsed Associate membership with the National Payroll Institute. Bing agreed to proceed, and the agent began the survey by asking the first question about the initial value that drove Bing to become a member. The call ended shortly after the first question was asked.","aitm_callsummarytitle":"Initial Survey Question Asked to Bing","onesentencenotrenewed":"Contact was not reached; call ended after navigating automated menu.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not reached to discuss renewal.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1f5f11c6f84c0da8cb0854333ea","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1f5f11c6f84c0da8cb0854333ea","number_of_calls_reached":"3"}},"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":"2022-03-06","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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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":"2024-08-03","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","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"29787","email":"cameron.fehr@saskatoon.ca","first_name":"Cameron","last_name":"Fehr","phone":"3069753093","orgname":"City of Saskatoon - Transit","customer_acct_name":"City of Saskatoon - Transit","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250526 phone cannot be recovered, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0455","full_name":"Cameron Fehr","members_type":"AST","city_1":"Saskatoon","province":"SK","language":"English","phone_2":"3062810510","lead_status":"Renewed APX","new_member_date_2":"2017-10-24","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"228436","no_email_solicitation":"False","area_code":"306","time_zone":"3","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:28:00-04:00","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":"2026-09-30","temp_do_id_for_auto_old_do_id":"AST0455","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-09-25","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2026-05-06","pcl_status":"P","pcl_completion_date":"2018-02-04","number_of_passed_courses":"1","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:39-05:00","npi_email_temp":"cameron.fehr@saskatoon.ca","pcl_completion_date_5":"2023-02-04","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2023-08-31"}},"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":{"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","latest_paid_thru":"2025-02-28"}},"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, 260522 Lapsed DEL","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":"2026-05-28","pcl_completion_date_5":"2028-07-01","formatted_paid_thru":"31\/01\/2027","company_paid_thru":"2027-01-31","latest_paid_thru":"2027-01-31","company_status":"A"}},"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, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Melissa Rowland","lead_status":"Refused","members_type":"PRO","city_1":"Burlington","province":"ON","phone_2":"9054648704","pipeline_2_members_only_ast":"","new_member_date_2":"2005-02-23","area_code":"905","time_zone":"2","individual_id":"87083","old_do_id":"L25P00320","language":"English","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"01","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 May 12 contact refused to renew membership, no survey completed","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T09:39:16-04:00","pds_july":"2","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25P00320","temp_intcode_for_auto_old_int_code":"01","pds_august":"2","pds_september":"2","last_act_type":"2025-01-07","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","latest_paid_thru":"2025-01-31","thewithdrawaldate":"2025-04-02","aitm_status_called":"2026-05-12T09:39:16-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Melissa regarding her lapsed Professional membership with the National Payroll Institute. Melissa expressed disinterest in renewing because she no longer needs the membership for her job and declined to answer further survey questions. The call ended politely with the agent thanking her for her time.","aitm_callsummarytitle":"Membership Renewal Refusal by Melissa","notrenewedwanttorenew":"No","onesentencenotrenewed":"I no longer need it for my job.","old_int_code":"6","npi_voicemaildetection":"No","date_of_renewal_identification":"","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_758a239766c85a535837adcb0d3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_758a239766c85a535837adcb0d3","number_of_calls_reached":"1"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"2026-02-03","last_act_type":"2026-02-03","blocnote":"BV 13 mai\r\n20 mai 2026 bv\r\n21 mai 2026 bv\r\n22 mai 2026 bv\r\n29 mai 2026 bv","dhmsfin_telemarketing_last_contacted_date":"2026-05-29T09:56:00-04:00","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","latest_paid_thru":"2026-05-31"}},"seriesid":"163"}
{"contact":{"id":"30831","email":"jingshuo1030@gmail.com","first_name":"Yang","last_name":"Peng","phone":"9024125189","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":"331333","full_name":"Yang Peng","members_type":"CAND","do_id":"L25C00290","city_1":"Halifax","province":"NS","language":"English","phone_2":"9024125189","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-03","time_zone":"1","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00290","last_act_type":"2025-02-10","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"10","blocnote":"LNC Nov 26 2025 wrong number ?","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:09:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","npi_email_temp":"jingshuo1030@gmail.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2022-08-31"}},"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":"2023-06-12","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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2021-01-31","company_paid_thru":"2021-01-31","corp_cancel_date":"2021-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10606","email":"o.turchenko.ca@gmail.com","first_name":"Olena","last_name":"Turchenko","phone":"519731394","orgname":"Waterloo Walk-in Clinic","customer_acct_name":"Waterloo Walk-in Clinic","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06962","province":"ON","full_name":"Olena Turchenko","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"287346","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500856","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":"2020-09-04","temp_do_id_for_auto_old_do_id":"L25C06962","extension_phone_1":"9","phone_2":"5197313949","last_act_type":"2021-08-18","pcl_status":"P","pcl_completion_date":"2020-05-11","pf1_status":"P","pf1_completion_date":"2020-06-07","pf2_status":"P","pf2_completion_date":"2020-07-19","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":"o.turchenko.ca@gmail.com","pcl_completion_date_5":"2025-05-11","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"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","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","latest_paid_thru":"2024-12-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","new_member_date_2":"2012-09-19","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","area_code":"403","time_zone":"4","blocnote":"May 11 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:47:00-04:00","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":"2026-05-11","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","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"29664","email":"virginiasellis@hotmail.com","first_name":"Ginny","last_name":"Ellis","phone":"5193752549","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0429","full_name":"Ginny Ellis","members_type":"AST","city_1":"Meaford","province":"ON","language":"English","phone_2":"5195382615","lead_status":"Renewed APX","new_member_date_2":"2021-01-25","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"237705","no_email_solicitation":"False","pds_march":"1","area_code":"519","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-22T10:52:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T10:41:00-04:00","blocnote":"May 6 2026 vm","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"1","old_int_code":"31","pds_july":"1","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","date_of_renewal_identification":"2025-09-09","temp_do_id_for_auto_old_do_id":"AST0429","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_infoline_date_type":"2025-08-19","last_act_type":"2025-03-09","telemarketing_call_date":"2026-05-06","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-09T11:28:09-05:00","pds_november":"1","sendaigeneral":"2025-12-09T11:28:00-05:00","senddecemberemail":"2025-12-09T11:28:08-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"","testimonialagree":"No","testimonial":"","testimonialrefusal":"","npi_email_temp":"virginiasellis@hotmail.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"11340","email":"lmgdupuis@gmail.com","first_name":"Lise","last_name":"Dupuis","phone":"6132043711","orgname":"Retired","customer_acct_name":"Retired","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2504030","full_name":"Lise Dupuis, CHRL","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2006-12-18","lapsed_expiration_date":"2023-02-02","individual_id":"25053","members_type":"PRO","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CLNPI002601","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-02-02","province":"ON","cpa_certification":"CPM","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":"2006-12-18","temp_do_id_for_auto_old_do_id":"LB2504030","temp_intcode_for_auto_old_int_code":"21","phone_2":"6132043711","last_infoline_date_type":"2024-02-27","last_act_type":"2024-03-12","pcl_status":"P","pcl_completion_date":"2007-04-23","pf1_status":"P","pf1_completion_date":"2007-07-26","pf2_status":"P","pf2_completion_date":"2008-05-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-10-24","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"lmgdupuis@gmail.com","pcl_completion_date_5":"2012-04-23","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"18173","email":"regina@murphybattista.com","first_name":"Regina","last_name":"Yee","phone":"6046839621","orgname":"Murphy Battista LLP","customer_acct_name":"Murphy Battista LLP","tags":"payroll.ca visited, Fixed deal, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"province":"BC","extension_phone_1":"225","full_name":"Regina Yee","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-03-05","domain_1":"murphybattista.com","attended_webinar":"Yes","lapsed_expiration_date":"2022-05-03","individual_id":"228232","time_zone":"5","area_code":"604","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"L25A02365","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-05-03","cpa_certification":"PCP","new_member_date_2":"2017-03-16","no_email_solicitation":"FALSE","pds_march":"3","cert_status":"WITHDRAWN_CPE","intcode":"01","blocnote":"May 27 2025  Survey completed  She said even though she could be an associate member without being designated. She said her payroll is for salaried employees and for BC only so it is simple, so no need for membership.\n2026 May 08 voicemail reached, no contact made\n2026 May 08 call reached voicemail\n2026 May 11 contact declined renewal citing temporary absence from payroll job","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:53-04:00","pipeline_2_members_only_ast":"","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":"Yes","membershipcostspecify":"The cost of membership versus how much I used it  and  also the cost of courses.","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I thought I would get more information .","careerchange":"Yes","careerchangespecify":"I am do more accounting than payroll.","hardtoparticipateevents":"No","engagingstrategiesspecify":"More courses that were more cost effective. I would have liked more in person round tables.","mini_nps":"2","age_range":"46-60","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"3","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A02365","temp_intcode_for_auto_old_int_code":"01","pds_august":"3","phone_2":"6042752842","pds_september":"3","last_infoline_date_type":"2021-10-05","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2015-01-07","pf1_status":"P","pf1_completion_date":"2015-04-27","pf2_status":"P","pf2_completion_date":"2015-11-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-08-07","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"3","npi_email_temp":"regina@murphybattista.com","pcl_completion_date_5":"2020-01-07","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-11T13:06:53-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent successfully reached Regina Yee and conducted a membership renewal survey. Regina declined to renew her membership, citing a temporary absence from a payroll job as the reason. The call concluded politely with the agent thanking Regina for her time.","aitm_callsummarytitle":"Membership Renewal Declined by Regina Yee","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","session_id":"call_5031d532f6d555db00fd913a1a1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5031d532f6d555db00fd913a1a1","onesentencenotrenewed":"Temporarily out of a payroll job.","initialvalue":"Designation","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10698","email":"ruycidcampeador@hotmail.com","first_name":"Rodrigo","last_name":"Loo","phone":"2507124616","orgname":"Central Square Technologies","customer_acct_name":"Central Square Technologies","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06297","full_name":"Rodrigo Morales Loo","language":"English","origin":"Lapsed Spring 2024","individual_id":"281290","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502415","time_zone":"5","province":"BC","members_type":"CAND","phone_2":"7784783205","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","intcode":"16","blocnote":"17 March 2025 VM says Barnadette\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 says Barnadette\r\n05 May 2025 VM\r\n04 September 2025 wrong number","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T21:48:00-04:00","old_int_code":"08","notrenewedother":"Phone cannot be recovered","new_member_date_2":"2020-02-27","temp_do_id_for_auto_old_do_id":"L25C06297","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2023-10-04","pcl_status":"P","pcl_completion_date":"2020-05-31","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":"ruycidcampeador@hotmail.com","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"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":"2027-05-31","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":"2026-07-05","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","npi_email_temp":"sue.maclean@outlook.com","pcl_completion_date_5":"2021-12-18","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"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":"2022-09-08","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","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"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","latest_paid_thru":"2022-07-31","company_paid_thru":"2022-07-31","corp_cancel_date":"2022-10-04","company_status":"I"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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":"payroll.ca visited, 250903 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"02","pipeline_1_lapsed_members":"","individual_id":"259502","sendjulyemail":"2025-07-10T15:51:00-04:00","blocnote":"May 4 2026 completed with renewal ( she will renew soon and sent both emails for renewal and webinars)\r\nMay 26 2026 vm, May 29 2026 another number for Sana is 905 696 2413. Resent emails.","sendmayemail":"2025-10-23T14:32:00-04:00","email2":"","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-29T11:48:00-04:00","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":"02","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":"2026-05-29","extension_phone_1":"","value_designation":"No","mini_nps":"5","testimonial":"N\/A","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":"31\/05\/2026","latest_paid_thru":"2026-05-31","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-29T11:47:00-04:00","sendapxapplicationform":"2026-05-29T11:47:00-04:00","company_paid_thru":"2026-05-31","company_status":"A","member_may":"5"}},"seriesid":"163"}
{"contact":{"id":"30783","email":"payroll@avocette.com","first_name":"Ashwini","last_name":"Nikhil","phone":"6043956000","orgname":"Avocette Technologies Inc.","customer_acct_name":"Avocette Technologies Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"274490","full_name":"Ashwini Nikhil","members_type":"CORP","do_id":"L25O00654","coidnewmbrdate":"2019-03-26","city_1":"Vancouver","province":"BC","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"604","time_zone":"5","intcode":"06","blocnote":"May 29 2025 vm\r\nAug 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-20T12:31:00-04:00","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00654","temp_intcode_for_auto_old_int_code":"6","organization_id":"274488","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"payroll@avocette.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-03-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10124","email":"payalpiyush1996@gmail.com","first_name":"Payal","last_name":"Sorathiya","phone":"6475096003","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":"Payal Piyush Sorathiya","language":"English","origin":"Lapsed Spring 2024","individual_id":"321948","region":"CDN","lead_status":"Refused","old_do_id":"L25C06320","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6475096003","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Nov 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:32:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"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":"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":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2023-02-21","temp_do_id_for_auto_old_do_id":"L25C06320","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-07","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","npi_email_temp":"payalpiyush1996@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"30684","email":"paxdriver@gmail.com","first_name":"Kristopher","last_name":"Driver","phone":"2042289418","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"308958","full_name":"Kristopher Driver","members_type":"CAND","do_id":"L25C00209","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"4312024446","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2022-01-14","area_code":"204","time_zone":"3","canceldate":"2025-03-04","intcode":"07","blocnote":"April 15 2025 line busy\r\nApril 28 2025 line busy\r\nMay 7 2025 line busy\r\nJuly 11 2025 line busy\r\nLN Sept 17 2025 line busy","onesentencenotrenewed":"CAND Reached 3 years","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T12:59:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00209","temp_intcode_for_auto_old_int_code":"7","extension_phone_1":"8","last_act_type":"2023-02-11","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"P","pf1_completion_date":"2022-12-04","pf2_status":"P","pf2_completion_date":"2023-03-19","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"paxdriver@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"10171","email":"tntlaura60@hotmail.com","first_name":"Laura","last_name":"Bhagoo","phone":"2892405353","orgname":"","customer_acct_name":"","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":"L25A02179","full_name":"Laura Bhagoo","language":"English","origin":"Lapsed Spring 2024","individual_id":"285206","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503890","members_type":"AST","province":"ON","area_code":"289","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","new_member_date_2":"2020-01-28","no_email_solicitation":"FALSE","intcode":"06","blocnote":"Mar 14 2025 vm\r\nMar 21 2025 vm\r\nApril 1 2025 Call back at 1:30\r\nApril 4 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\n2026 May 08 call reached voicemail\n2026 May 08 call reached uninitialized voicemail service\n2026 May 11 call reached uninitialized voicemail, no contact made\n2026 May 11 call reached uninitialized voicemail service\n2026 May 13 call reached uninitialized voicemail service\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached uninitialized voicemail service","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:47-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25A02179","temp_intcode_for_auto_old_int_code":"6","phone_2":"2892405353","last_act_type":"2022-12-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tntlaura60@hotmail.com","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:24-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Laura but was not answered and went to an uninitialized voicemail service.","aitm_callsummarytitle":"Call reached uninitialized voicemail","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8922a5b741893fb15764bee8c24","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8922a5b741893fb15764bee8c24","notrenewedwanttorenew":"No","mini_nps":"3"}},"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, TMAI","ip4":"10.13.139.226","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":"99","blocnote":"28 March 2025 Number not in service\n2026 May 12 call reached voicemail at Mortgage Center Durham, no human contact\n2026-05-12 invalid phone destination, phone: +16472308200","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T11:27:35-04:00","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","language":"English","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"297737","cert_status":"ACTIVE","nonactive_reason":"AST->CAND\/PRO","old_do_id":"AST03319","lead_status":"Renewed AST","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"AST03319","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-05-20","date_of_renewal_identification":"2026-05-23","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","npi_email_temp":"amandeeppawar127@gmail.com","ln_entered_date":"2026-04-02","pcl_completion_date_5":"2026-03-15","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","canceldate":"2026-05-02","thewithdrawaldate":"2026-05-02","aitm_status_called":"2026-05-12T11:41:43-04:00","number_of_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Amandeep at the Mortgage Center Durham but was answered by a general voicemail mailbox. No conversation with a human occurred, and the call ended without completing any tasks.","aitm_callsummarytitle":"Voicemail reached at Mortgage Center Durham","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_9524ba831e40ceaa9c3f56b4697","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9524ba831e40ceaa9c3f56b4697","old_int_code":"08","ai_entered_date":"2026-05-21","telemarketing_call_date":"2026-05-12"}},"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":"2018-09-08","last_act_type":"2025-08-09","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","latest_paid_thru":"2025-11-30"}},"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":"2022-04-10","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","latest_paid_thru":"2023-10-31"}},"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":"2021-10-03","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","latest_paid_thru":"2022-06-30"}},"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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"9411","email":"mgeborja@gmail.com","first_name":"Michael","last_name":"Borja","phone":"2048803612","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":"Michael Borja","language":"English","origin":"Lapsed Spring 2024","individual_id":"320530","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-12","old_do_id":"L25C06432","members_type":"CAND","province":"MB","area_code":"204","time_zone":"3","phone_2":"2048803612","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"LNC \/ 20 November 2025 He is not in payroll anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T10:07:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2023-01-13","temp_do_id_for_auto_old_do_id":"LB2506415","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":"Yes","membershipcostspecify":"There were other financial factors.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am no longer in payroll.","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-12-01","pcl_status":"F","pcl_completion_date":"2023-04-30","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"12","trc":"False","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","do_id":"LB2506415","npi_email_temp":"mgeborja@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"276382","no_email_solicitation":"False","area_code":"920","time_zone":"3","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:22:00-04:00","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":"2026-09-03","telemarketing_call_date":"2026-05-06","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","latest_paid_thru":"2027-04-30"}},"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, AI Contacts sent to TM 2026, 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":"2026-01-14","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","latest_paid_thru":"2027-02-28"}},"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, TMAI","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":"06","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.\n2026 May 08 call reached voicemail for Nicole Dixon\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail for Nicole Dixon\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact with Nicole Dixon\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made.\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","pds_july":"1","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A02371","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","phone_2":"7782412979","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","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":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Basic","pds_september":"1","last_infoline_date_type":"2020-03-20","last_act_type":"2021-08-03","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","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:32-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_380231cc67581052504bce575ff","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_380231cc67581052504bce575ff","onesentencenotrenewed":"No contact was made as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine.","astotherreasonsnottorenew":"No interaction to determine reason."}},"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":"2023-03-05","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","latest_paid_thru":"2022-11-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"68325","no_email_solicitation":"False","pds_march":"1","area_code":"403","time_zone":"4","blocnote":"April 30 2026 no answer\r\nMay 21 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:51:00-04:00","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":"2026-01-16","last_act_type":"2026-01-16","telemarketing_call_date":"2026-05-21","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","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"7812","email":"s.holden@shsbc.ca","first_name":"Susan","last_name":"Holden","phone":"6045361242","orgname":"Semiahmoo House Society","customer_acct_name":"Semiahmoo House Society","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02130","full_name":"Susan Holden","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-01-01","domain_1":"shsbc.ca","individual_id":"271300","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502188","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-01-31","temp_do_id_for_auto_old_do_id":"L25O02130","organization_id":"10610","members_type":"CORP","last_act_type":"2020-04-17","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T14:59:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"s.holden@shsbc.ca","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31","company_paid_thru":"2020-01-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30790","email":"vguillemette@pauktuutit.ca","first_name":"Victoria","last_name":"Guillemette","phone":"6132383977","orgname":"Pauktuutit Inuit Women's Association","customer_acct_name":"Pauktuutit Inuit Women's Association","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"283643","full_name":"Victoria Guillemette","members_type":"CORP","do_id":"L25O00658","coidnewmbrdate":"2010-01-07","city_1":"Ottawa","province":"ON","language":"English","extension_phone_1":"241","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"613","time_zone":"2","intcode":"06","blocnote":"May 29 2025 vm\r\nAug 20 2025 no answer\r\nLN Nov 10 2025 Victoria no longer with the company , transferred to replacement vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T11:20:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00658","temp_intcode_for_auto_old_int_code":"6","organization_id":"162641","last_act_type":"2025-02-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vguillemette@pauktuutit.ca","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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":"2026-12-01","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","npi_email_temp":"makanimm@gmail.com","pcl_completion_date_5":"2018-02-04","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"30765","email":"fouziaca@hotmail.com","first_name":"Fouzia","last_name":"Majid","phone":"6472610220","orgname":"","customer_acct_name":"","tags":"WR250528","ip4":"127.0.0.1","fields":{"individual_id":"320634","full_name":"Fouzia Majid","members_type":"CAND","city_1":"London","province":"ON","language":"English","phone_2":"6472610220","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-19","area_code":"647","time_zone":"2","canceldate":"2026-03-03","intcode":"21","blocnote":"15 April 2025 VM\r\n23 April 2025 She couldn't talk at work - call her after 5\r\n05 September 2025 VM","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"","paid_thru":"2025-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T15:10:00-04:00","temp_do_id_for_auto_old_do_id":"LB2505191","temp_intcode_for_auto_old_int_code":"21","old_int_code":"99","last_act_type":"2025-05-21","pcl_status":"P","pcl_completion_date":"2023-04-02","pf1_status":"P","pf1_completion_date":"2023-08-22","pf2_status":"P","pf2_completion_date":"2025-08-06","number_of_passed_courses":"3","trc":"True","wera":"False","old_do_id":"LB2505191","npi_email_temp":"fouziaca@hotmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pcl_completion_date_5":"2028-04-02","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"29817","email":"dawn.jackson@inwards.com","first_name":"Dawn","last_name":"Jackson","phone":"9052207499","orgname":"Inwards Inc.","customer_acct_name":"Inwards Inc.","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Dawn Jackson","members_type":"CAND","city_1":"Burlington","province":"ON","language":"English","phone_2":"9052207499","new_member_date_2":"2023-10-06","pipeline_2_members_only_ast":"","individual_id":"320774","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"06","blocnote":"may 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T09:51:00-04:00","pipeline_1_lapsed_members":"","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05906","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":"LB2504893","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-03-13","last_act_type":"2026-10-03","pcl_status":"P","pcl_completion_date":"2025-12-13","number_of_passed_courses":"2","trc":"True","wera":"False","pf1_status":"F","npi_email_temp":"dawn.jackson@inwards.com","pf1_completion_date":"2026-04-01","pcl_completion_date_5":"2030-12-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-04-24","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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":"2025-10-12","last_act_type":"2025-10-12","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","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"28759","email":"k7achal@gmail.com","first_name":"Karen","last_name":"Achal","phone":"4032552270","orgname":"Visions Electronics Ltd.","customer_acct_name":"Visions Electronics Ltd.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST0007","full_name":"Karen Achal","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"7804386242","lead_status":"Renewed APX","new_member_date_2":"2024-04-09","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"334421","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"May 4 2026 vm\r\nMay 6 2026 vm\r\nMay 12 2026 vm\r\nMay 19 2026 vm\r\nMay 21 2026 Karen is no longer there","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:59:00-04:00","intcode":"0","pipeline_1_lapsed_members":"","paid_thru":"2026-03-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"114","temp_do_id_for_auto_old_do_id":"AST0007","temp_intcode_for_auto_old_int_code":"12","last_act_type":"2025-03-21","telemarketing_call_date":"2025-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-04T13:40:21-05:00","sendaigeneral":"2025-12-04T13:40:00-05:00","senddecemberemail":"2025-12-04T13:40:20-05:00","sendcandapplicationform":"2025-12-04T13:41:00-05:00","email2":"","full_name_2":" ","mini_nps":"","testimonialagree":"No","testimonial":"","testimonialrefusal":"","old_int_code":"12","last_engaged_date":"2025-12-12","npi_email_temp":"k7achal@gmail.com","apx_entered_date":"2026-02-14","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31"}},"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","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":"2026-04-05","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","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","latest_paid_thru":"2027-03-31"}},"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","latest_paid_thru":"2021-12-31"}},"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","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"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","latest_paid_thru":"2022-07-31","company_paid_thru":"2022-07-31","corp_cancel_date":"2022-10-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"11435","email":"clu@urbandale.com","first_name":"Cassie","last_name":"Lu","phone":"6137316331","orgname":"Urbandale Corp.","customer_acct_name":"Urbandale Corp.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","extension_phone_1":"1252","full_name":"Cassie Lu","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-10-19","domain_1":"urbandale.com","lapsed_expiration_date":"2022-12-02","do_id":"LB2501146","individual_id":"306402","members_type":"CORP","time_zone":"2","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"CNPIRETO00906","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"May 22 2025 Cassie is on mat leave . Her replacement Paula is gone for the day.\r\nAug 8 2025 office summer hours Monday to Thursday\r\nLN Oct 9 2025 Paula the replacement for Cassie said she does not know anything about membership and \r\nthat Cassie will be back in January","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T11:21:00-04:00","temp_do_id_for_auto_old_do_id":"LB2501146","temp_intcode_for_auto_old_int_code":"10","old_int_code":"6","npi_email_temp":"clu@urbandale.com"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"66082","no_email_solicitation":"False","pds_march":"3","area_code":"519","time_zone":"2","last_engaged_date":"2025-10-31","intcode":"31","blocnote":"Apr 30 2026 send first email only","dhmsfin_telemarketing_last_contacted_date":"2026-04-30T18:43:00-04:00","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":"31","pds_september":"3","last_act_type":"2026-12-02","telemarketing_call_date":"2026-04-30","sendaigeneral":"2026-04-30T18:43:00-04:00","sendoctoberemail":"2025-10-30T10:47:54-04:00","sendaidate":"2026-04-30T18:43:35-04:00","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":"99","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","latest_paid_thru":"2027-01-31","sendaiemail":"2026-04-30T18:43:34-04:00","resourceaware":"Yes","resourcevisitedselfreport":"More than a year"}},"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","latest_paid_thru":"2025-11-30"}},"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":"2025-10-02","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","latest_paid_thru":"2025-11-30"}},"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":"2021-02-07","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","latest_paid_thru":"2022-03-31"}},"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","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":"2024-11-03","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"11369","email":"mukhtar.imran@gmail.com","first_name":"Imran","last_name":"Mukhtar","phone":"6132169401","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2504004","full_name":"Imran Mukhtar","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2013-09-10","lapsed_expiration_date":"2023-03-02","individual_id":"218603","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002572","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-03-02","province":"ON","cpa_certification":"PCP","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":"2013-09-10","temp_do_id_for_auto_old_do_id":"LB2504004","temp_intcode_for_auto_old_int_code":"21","phone_2":"6132169401","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-01-21","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":"2014-04-18","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"mukhtar.imran@gmail.com","pcl_completion_date_5":"2019-01-21","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"10711","email":"wmaleganeas@gmail.com","first_name":"Whitney","last_name":"Murison-Maleganeas","phone":"4372141921","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":"LB2503821","full_name":"Whitney Murison-Maleganeas","language":"English","origin":"Lapsed Spring 2024","individual_id":"320534","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001986","members_type":"CAND","province":"ON","area_code":"437","time_zone":"2","phone_2":"4372141921","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"17 March 2025 VM\r\n31 March 2025 VM\r\n08 April 2025 VM\r\n14 April 2025 VM\r\n23 April 2025 she gave a reason to why she didn't renew","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T10:34:00-04:00","onesentencenotrenewed":"started the courses and then the business goin to shared services so no longer needed","canceldate":"2024-03-02","intcode":"21","paid_thru":"2023-12-31","new_member_date_2":"2023-01-20","temp_do_id_for_auto_old_do_id":"LB2503821","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-22","pcl_status":"P","pcl_completion_date":"2023-04-02","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"wmaleganeas@gmail.com","pcl_completion_date_5":"2028-04-02","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"5563","email":"glenn@thoughttechnology.com","first_name":"Glenn","last_name":"Kyte","phone":"5144898251","orgname":"Thought Technology Ltd.","customer_acct_name":"Thought Technology Ltd.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O00318","province":"QC","extension_phone_1":"140","full_name":"Glenn Kyte, MBA, CPA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2009-03-06","domain_1":"thoughttechnology.com","attended_webinar":"No","lapsed_expiration_date":"2023-05-02","individual_id":"26189","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETO00413","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"11","dhmsfin_telemarketing_last_contacted_date":"2025-02-28T11:42:00-05:00","blocnote":"Jan 7 2025 survey done\n 18 February 2025 VM\n 19 February 2025 Sending Organization membership again\n 25 February 2025 VM\n 26 February 2025 VM\n 27 February 2025 VM\n 28 February 2025 he doesn't want to answer anymore","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00318","temp_intcode_for_auto_old_int_code":"11","organization_id":"26188","pds_august":"15","phone_2":"5148319855","pds_september":"15","last_infoline_date_type":"2023-01-26","last_act_type":"2023-04-18","number_of_passed_courses":"0","pds_october":"15","trc":"False","wera":"False","pds_november":"15","npi_email_temp":"glenn@thoughttechnology.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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":"2024-07-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sfung@scor.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"28774","email":"kimberly.white440@gmail.com","first_name":"Kim","last_name":"White","phone":"2893374658","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00211","old_do_id":"AST1513","full_name":"Kim White","members_type":"AST","city_1":"Burlington","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2020-01-02","individual_id":"22270","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","cpa_certification":"CPM","no_email_solicitation":"FALSE","pds_march":"20","cert_status":"WITHDRAWN_CPE","time_zone":"2","pds_july":"20","paid_thru":"2024-12-31","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","temp_do_id_for_auto_old_do_id":"L25A00211","temp_intcode_for_auto_old_int_code":"6","pds_august":"20","phone_2":"2893374658","pds_september":"20","last_infoline_date_type":"2023-02-11","last_act_type":"2025-04-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-08-21","blocnote":"LN \/ 29 October 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail\n2026 May 11 voicemail reached - no conversation\n2026 May 11 call reached voicemail, no conversation with contact\n2026 May 13 call reached voicemail\n2026 May 13 call reached voicemail - no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail after brief greeting","number_of_passed_courses":"1","pds_october":"20","trc":"False","wera":"False","pds_november":"20","npi_email_temp":"kimberly.white440@gmail.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Bill but went to voicemail after a brief greeting exchange.","aitm_callsummarytitle":"Voicemail reached, no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_57e153cd3cdcf215df3d7d8a540","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_57e153cd3cdcf215df3d7d8a540","onesentencenotrenewed":"No conversation with the contact; voicemail reached."}},"seriesid":"163"}
{"contact":{"id":"29769","email":"karolinapolak83@gmail.com","first_name":"Karolina","last_name":"Polak-Raszewski","phone":"6477084558","orgname":"Soletanche Bachy Canada","customer_acct_name":"Soletanche Bachy Canada","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1143","full_name":"Karolina Polak-Raszewski","members_type":"AST","city_1":"Burlington","province":"ON","language":"English","phone_2":"6477084558","lead_status":"Renewed APX","new_member_date_2":"2024-03-21","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","sendpreexpirationemail":"2025-03-20T14:47:00-04:00","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:23:00-04:00","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","individual_id":"281101","canceldate":"2020-11-03","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"06","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":"AST1143","temp_intcode_for_auto_old_int_code":"06","organization_id":"171385","sendseptemail":"2025-09-25T10:35:00-04:00","sendaidate":"2025-12-01T10:13:55-05:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","last_act_type":"2026-05-05","company_paid_thru":"2026-05-31","telemarketing_call_date":"2026-05-06","pcl_status":"P","pcl_completion_date":"2024-07-02","pf1_status":"P","pf1_completion_date":"2026-02-20","last_infoline_date_type":"2026-05-05","number_of_passed_courses":"2","trc":"True","wera":"False","last_engaged_date":"2026-01-17","pds_november":"1","npi_email_temp":"karolinapolak83@gmail.com","pf2_status":"E","date_of_renewal_identification":"2026-03-05","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","company_status":"A"}},"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":"2026-02-26","last_act_type":"2026-04-19","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","latest_paid_thru":"2027-03-31","cpa_certification":"PCP"}},"seriesid":"163"}
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{"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","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
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{"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":"2022-01-02","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","latest_paid_thru":"2022-12-31"}},"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":"2024-12-01","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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2020-06-30"}},"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, TMAI","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\n2026 May 08 call reached uninitialized voicemail, no contact made\n2026 May 08 call reached voicemail not initialized by customer\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 reached voicemail, no contact with Sarvnaz Bagheri\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact available\n2026 May 15 reached voicemail, no human contact\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:44-04:00","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","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent called Sarvnaz Bagheri on behalf of the National Payroll Institute but reached voicemail and was unable to speak with the contact. The call ended without a conversation or survey.","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","session_id":"call_4062766de58758d6075fc23f509","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4062766de58758d6075fc23f509","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"31207","email":"bilenguessan@gmail.com","first_name":"Bile","last_name":"Kouao","phone":"7059207877","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Bile Kouao","lead_status":"Lapsed Member","members_type":"AST","city_1":"Sudbury","province":"ON","phone_2":"7059207877","do_id":"L25A02753","pipeline_2_members_only_ast":"","new_member_date_2":"2024-11-05","no_email_solicitation":"False","area_code":"705","time_zone":"2","language":"French","intcode":"10","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"344122","sendjulyemail":"2025-07-16T11:04:00-04:00","blocnote":"px\r\n 10 dec 2025 demande a \u00eatre rappeler en examen\n2026 May 08 contact requested callback after 3 PM due to work, no renewal discussed","sendmayemail":"2025-07-16T11:04:00-04:00","email2":"","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:10-04:00","full_name_2":" ","paid_thru":"2025-10-31","temp_do_id_for_auto_old_do_id":"L25A02753","old_int_code":"06","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2025-02-14","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-30","sendpreexpirationemail":"2025-11-11T10:25:00-05:00","mini_nps":"3","onesentencenotrenewed":"User is currently working and requested a callback later, no renewal intent expressed.","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":"N\/A","sendapplicationform":"2025-11-11T10:25:00-05:00","trc":"False","wera":"False","canceldate":"2026-01-06","old_do_id":"AST1736","npi_email_temp":"bilenguessan@gmail.com","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:10-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_call_back_date_and_time":"2026-05-08T15:00:00-04:00","npi_call_back_time_hour":"15","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent contacted Bile regarding his lapsed Associate membership with the National Payroll Institute. Bile requested a callback after 3 PM today due to work commitments, and the agent scheduled the callback accordingly before ending the call.","aitm_callsummarytitle":"Callback Scheduled Due to User Availability","notrenewedwanttorenew":"No","initialvalue":"Other","astotherreasonsnottorenew":"Currently working and unavailable to discuss membership renewal.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a40cfe785496c6bd561314aaf3a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a40cfe785496c6bd561314aaf3a"}},"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, npiAlert1, 250903 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"May 4 2026 not in\r\nMay 6 2026 not in\r\nMay 12 2026 survey completed - webinar and renewal emails.","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T13:39:00-04:00","sendpreexpirationemail":"2026-05-12T13:39:00-04:00","sendapplicationform":"2025-05-05T11:12:00-04:00","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":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","intcode":"02","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":"02","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":"07","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":"NA","testimonialrefusal":"NA","trc":"False","wera":"False","npi_email_temp":"payrolltax@reyesholdings.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","resourceaware":"No","resourcevisitedselfreport":"","renewal_refusal_reasons":"","sendapxapplicationform":"2026-05-12T13:39:00-04:00"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","new_member_date_2":"2016-10-24","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"647","time_zone":"2","language":"English","intcode":"07","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":"May 11 2026 Line busy","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:22:00-04:00","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":"07","last_infoline_date_type":"2025-03-02","last_act_type":"2025-06-08","telemarketing_call_date":"2026-05-11","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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"29788","email":"marylinepotvinlabelle@outlook.com","first_name":"Maryline","last_name":"Potvin-Labelle","phone":"4383966389","orgname":"Maryline Potvin Labelle","customer_acct_name":"Maryline Potvin Labelle","tags":"250205 AST Members, npiAlert1, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1146","full_name":"Maryline Potvin-Labelle","members_type":"AST","city_1":"Saint-Hubert","province":"QC","language":"French","phone_2":"4383966389","lead_status":"Member","new_member_date_2":"2023-07-06","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"126358","cpa_certification":"SCP","no_email_solicitation":"False","pds_march":"2","area_code":"438","time_zone":"2","intcode":"31","pipeline_1_lapsed_members":"","last_engaged_date":"2025-11-20","pds_may":"2","cert_status":"WITHDRAWN","sendjulyemail":"2025-07-15T14:26:00-04:00","blocnote":"ai.13 nov 2025 bv\r\n18 nov 2025 bv\r\ncompleter 20 nov 2025","sendmayemail":"2025-11-20T09:58:00-05:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:58:55-05:00","full_name_2":" ","pds_july":"2","paid_thru":"2026-06-30","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST1146","temp_intcode_for_auto_old_int_code":"31","pds_september":"2","last_infoline_date_type":"2024-08-27","last_act_type":"2025-06-25","telemarketing_call_date":"2025-11-20","pcl_status":"P","pcl_completion_date":"2008-06-16","pf1_status":"P","pf1_completion_date":"2012-04-26","pf2_status":"P","pf2_completion_date":"2012-12-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-04-02","number_of_passed_courses":"4","pds_october":"2","old_int_code":"06","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","mini_nps":"","testimonialagree":"No","testimonial":"","testimonialrefusal":"","sendaigeneral":"2025-11-20T09:56:00-05:00","sendnovemberemail":"2025-11-20T09:58:57-05:00","sendaidatefr":"2025-11-20T09:58:57-05:00","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"marylinepotvinlabelle@outlook.com","pcl_completion_date_5":"2013-06-16","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16"}},"seriesid":"163"}
{"contact":{"id":"11359","email":"meg.m4711@gmail.com","first_name":"Megan","last_name":"Matz","phone":"","orgname":"Teamwork Training Ltd.","customer_acct_name":"Teamwork Training Ltd.","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2504019","full_name":"Megan Matz","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2017-11-24","lapsed_expiration_date":"2022-12-02","individual_id":"232038","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002587","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-12-02","province":"AB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"4","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-09-30","new_member_date_2":"2017-11-24","temp_do_id_for_auto_old_do_id":"LB2504019","temp_intcode_for_auto_old_int_code":"21","phone_2":"4035939456","last_act_type":"2023-02-03","pcl_status":"P","pcl_completion_date":"2015-06-01","pf1_status":"P","pf1_completion_date":"2018-03-25","pf2_status":"P","pf2_completion_date":"2018-12-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-05-16","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"meg.m4711@gmail.com","pcl_completion_date_5":"2020-06-01","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"7532","email":"amanda_yc@hotmail.com","first_name":"Yingchun","last_name":"Li","phone":"6046694225","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250319 phone cannot be recovered","ip4":"0.0.0.0","fields":{"full_name":"Yingchun Amanda Li, PLP","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2018-10-23","individual_id":"105107","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2503021","members_type":"PRO","province":"BC","area_code":"604","time_zone":"5","phone_2":"4039185999","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"10 March 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T21:55:00-04:00","notrenewedother":"Phone cannot be recovered","date_of_renewal_identification":"2025-04-25","canceldate":"2021-08-20","cert_status":"ACTIVE","new_member_date_2":"2023-01-31","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2504255","temp_intcode_for_auto_old_int_code":"99","cpa_certification":"CPM","old_int_code":"2","last_infoline_date_type":"2025-11-07","last_conf_date_type":"2016-06-15","last_act_type":"2026-03-19","pcl_status":"P","pcl_completion_date":"2007-01-02","pf1_status":"P","pf1_completion_date":"2007-07-10","pf2_status":"P","pf2_completion_date":"2009-04-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-06-21","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"amanda_yc@hotmail.com","pcl_completion_date_5":"2012-01-02","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"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":"5925.0","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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"11271","email":"buckn72@gmail.com","first_name":"Nika","last_name":"Buck","phone":"2087581786","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02245","full_name":"Nika Buck","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2022-03-17","lapsed_expiration_date":"2023-05-02","individual_id":"182640","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503981","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","cpa_certification":"CPM","new_member_date_2":"2022-03-17","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN","province":"ID","time_zone":"4","paid_thru":"2023-02-28","intcode":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm\n2026 May 08 call reached voicemail, no human answer\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human answer\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:42-04:00","temp_do_id_for_auto_old_do_id":"L25A02245","temp_intcode_for_auto_old_int_code":"6","phone_2":"2087581786","last_act_type":"2022-03-17","pcl_status":"P","pcl_completion_date":"2012-05-09","pf1_status":"P","pf1_completion_date":"2012-10-26","pf2_status":"P","pf2_completion_date":"2013-02-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-06-22","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"buckn72@gmail.com","pcl_completion_date_5":"2017-05-09","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to the contact but reached voicemail without any 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","session_id":"call_396a8b9897bb309d9d8be1291d7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_396a8b9897bb309d9d8be1291d7","mini_nps":"3"}},"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, TMAI","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":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"345105","blocnote":"Aug 14 2025 number not in service\n2026-05-08 invalid phone destination, phone: +13067871384\n2026 May 08 reached voicemail that cannot receive messages\n2026-05-11 invalid phone destination, phone: +13067871384\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 invalid phone destination, phone: +13067871384\n2026 May 13 reached voicemail that cannot receive messages\n2026-05-15 invalid phone destination, phone: +13067871384\n2026 May 15 call reached voicemail, no message left","old_do_id":"L25O05068","coidnewmbrdate":"2000-04-15","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:40-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A03035","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2026-04-27","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":"31\/03\/2026","latest_paid_thru":"2026-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_61ad38a7660c6420bad71175dcb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_61ad38a7660c6420bad71175dcb","npi_transcriptsummary":"The call was made to Bolaji but reached voicemail, and no message was left.","aitm_callsummarytitle":"Voicemail reached, no message left","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
{"contact":{"id":"31305","email":"pierre.tremblay.1966@outlook.fr","first_name":"Pierre","last_name":"Tremblay","phone":"5145672900","orgname":"","customer_acct_name":"","tags":"","ip4":"10.13.140.188","fields":{"full_name":"Pierre Tremblay, PCP","members_type":"PRO","city_1":"Montr?al","province":"QC","phone_2":"5145672900","pipeline_2_members_only_ast":"","new_member_date_2":"2012-03-14","cpa_certification":"SCP","no_email_solicitation":"False","pds_march":"7","area_code":"514","time_zone":"2","language":"French","intcode":"99","blocnote":"","individual_id":"196792","last_engaged_date":"2025-07-18","sendjulyemail":"2025-07-16T11:28:00-04:00","sendmayemail":"2025-07-16T11:28:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","dhmsfin_telemarketing_last_contacted_date":"2025-07-16T11:28:00-04:00","full_name_2":" ","old_do_id":"AST03229","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":"AST03229","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","pds_august":"7","pds_september":"7","last_infoline_date_type":"2020-11-11","last_conf_date_type":"2015-06-02","last_act_type":"2026-05-05","date_of_renewal_identification":"2026-05-06","pcl_status":"P","pcl_completion_date":"2012-07-13","pf1_status":"P","pf1_completion_date":"2013-01-31","pf2_status":"P","pf2_completion_date":"2014-01-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-07-11","number_of_passed_courses":"4","pds_october":"7","trc":"True","wera":"False","pds_november":"7","npi_email_temp":"pierre.tremblay.1966@outlook.fr","ln_entered_date":"2026-04-02","old_int_code":"31","pcl_completion_date_5":"2017-07-13","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","canceldate":"2026-05-02","ai_entered_date":"2026-05-06","telemarketing_call_date":"2025-07-16"}},"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","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"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":"2023-03-05","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","latest_paid_thru":"2022-11-30"}},"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":{"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","latest_paid_thru":"2023-12-31"}},"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, 260522 Lapsed DEL","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":"LB2506863","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":"2027-02-28","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","npi_email_temp":"qsharples@live.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","do_id":"","company_status":"A"}},"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","latest_paid_thru":"2022-03-31"}},"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, TMAI","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":"2025-04-02","blocnote":"AI. 15 oct 2025 bv\r\n21 oct 2025 bv\r\n28 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","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","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:01-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1"}},"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","latest_paid_thru":"2021-09-30","company_paid_thru":"2021-09-30","corp_cancel_date":"2021-12-02","company_status":"I"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7497","email":"payroll@seawayvalleychc.ca","first_name":"Jeff","last_name":"Walmsley","phone":"6139360306","orgname":"Seaway Valley CHC","customer_acct_name":"Seaway Valley CHC","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02277","full_name":"Jeff Walmsley, CHRPL","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-01-30","domain_1":"seawayvalleychc.ca","individual_id":"232130","area_code":"513","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502159","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25O02277","cert_status":"WITHDRAWN","organization_id":"232129","cpa_certification":"CPM","pds_august":"7","phone_2":"6132714440","members_type":"CORP","pds_september":"7","last_infoline_date_type":"2020-05-26","last_act_type":"2020-05-26","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:52:00-04:00","temp_intcode_for_auto_old_int_code":"06","pcl_status":"P","pcl_completion_date":"2015-06-01","pf1_status":"P","pf1_completion_date":"2015-09-22","pf2_status":"P","pf2_completion_date":"2016-03-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-10-26","number_of_passed_courses":"4","pds_october":"7","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"7","npi_email_temp":"payroll@seawayvalleychc.ca","pcl_completion_date_5":"2020-06-01","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","company_paid_thru":"2020-12-31","corp_cancel_date":"2021-03-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"254301","no_email_solicitation":"False","pds_march":"8","area_code":"780","time_zone":"4","blocnote":"May 1 2026 vm\r\nMay 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:17:00-04:00","intcode":"06","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"","pds_may":"8","pds_july":"9","paid_thru":"2027-06-30","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":"2025-12-18","last_act_type":"2026-05-15","telemarketing_call_date":"2026-05-25","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\/2027","latest_paid_thru":"2027-06-30","apx_entered_date":"2026-05-16","date_of_renewal_identification":"2026-05-21"}},"seriesid":"163"}
{"contact":{"id":"10732","email":"omar.serag.aldin@gmail.com","first_name":"Omar","last_name":"Samir","phone":"201066262665","orgname":"","customer_acct_name":"","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":"Omar Samir","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"309515","region":"CDN","lead_status":"Not Relevant","old_do_id":"L25C07631","members_type":"CAND","province":"Misr Al Qadimah","area_code":"201","time_zone":"2","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T15:28:00-04:00","canceldate":"2023-03-02","intcode":"20","paid_thru":"2022-12-31","blocnote":"International number","new_member_date_2":"2022-01-31","temp_do_id_for_auto_old_do_id":"LB2506750","temp_intcode_for_auto_old_int_code":"20","phone_2":"2010660000","extension_phone_2":"0","last_act_type":"2023-09-27","pcl_status":"F","pcl_completion_date":"2022-05-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"omar.serag.aldin@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"5606","email":"neil.hache@aeromotion.ca","first_name":"Neil","last_name":"Hach\u00e9","phone":"5146949953","orgname":"A\u00e9romotion Canada (6161286 Canada Inc.)","customer_acct_name":"A\u00e9romotion Canada (6161286 Canada Inc.)","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00385","province":"QC","full_name":"Neil Hach\u00e9","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-12-06","domain_1":"aeromotion.ca","attended_webinar":"No","lapsed_expiration_date":"2023-02-02","individual_id":"283621","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETO00532","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":"2025-12-08T12:12:00-05:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00385","temp_intcode_for_auto_old_int_code":"6","organization_id":"283619","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"neil.hache@aeromotion.ca","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10639","email":"layjenny90@gmail.com","first_name":"Jenny","last_name":"Lay","phone":"6478188990","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":"LB2503924","full_name":"Jenny Lay","language":"English","origin":"Lapsed Spring 2024","individual_id":"227453","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002105","members_type":"PRO","province":"ON","area_code":"647","time_zone":"2","phone_2":"6478188990","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","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 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T11:42:00-04:00","paid_thru":"2023-08-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","new_member_date_2":"2020-08-31","temp_do_id_for_auto_old_do_id":"LB2503924","temp_intcode_for_auto_old_int_code":"06","old_int_code":"21","last_infoline_date_type":"2023-10-02","last_act_type":"2024-01-31","pcl_status":"P","pcl_completion_date":"2014-12-08","pf1_status":"P","pf1_completion_date":"2015-05-25","pf2_status":"P","pf2_completion_date":"2020-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-08-28","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"layjenny90@gmail.com","pcl_completion_date_5":"2019-12-08","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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","latest_paid_thru":"2025-05-31"}},"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","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"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, TMAI","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\n2026 May 08 reached voicemail of Mogo HR team\n2026 May 11 call reached voicemail of Mogo's HR team\n2026 May 13 call reached voicemail of Mogo's HR team\n2026 May 15 call reached voicemail of Mogo's HR team, no contact made\n2026 May 19 call reached voicemail of Mogo's HR team\n2026 May 21 call reached voicemail of Mogo's HR team\n2026 May 25 call reached voicemail of Mogo HR team, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T18:07:09-04:00","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","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-25T18:07:09-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call reached the voicemail of Mogo's HR team 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","session_id":"call_3a3d2326a13baecfa1aa16cd385","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3a3d2326a13baecfa1aa16cd385"}},"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":"payrollcompliance visited, 250205 AST Members, 250904 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"02","blocnote":"May 4 2026 Survey completed Send web doc and renewal\r\nMay 2026","dhmsfin_telemarketing_last_contacted_date":"2026-05-26T13:37:00-04:00","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":"02","pds_september":"1","last_infoline_date_type":"2025-01-26","last_act_type":"2025-08-05","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":"5","testimonial":"na","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","latest_paid_thru":"2026-05-31","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-04T12:56:00-04:00","last_engaged_date":"2026-05-04","sendapxapplicationform":"2026-05-04T12:57:00-04:00"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"74727","canceldate":"2007-06-01","no_email_solicitation":"False","pds_march":"1","area_code":"416","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 25 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:37:00-04:00","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":"06","pds_september":"1","last_infoline_date_type":"2018-12-12","last_act_type":"2026-12-01","telemarketing_call_date":"2026-05-25","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":"99","npi_email_temp":"clypang@gmail.com","pcl_completion_date_5":"2016-08-05","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"8713","email":"alyson.hill@meadowlake.crs","first_name":"Alyson","last_name":"Hill","phone":"3062365678","orgname":"Meadow Lake Co-op.","customer_acct_name":"Meadow Lake Co-op.","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":{"province":"SK","full_name":"Alyson Hill","language":"English","origin":"2023 lapsed Members","domain_1":"meadowlake.crs","lapsed_expiration_date":"2023-03-02","individual_id":"309210","area_code":"306","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25C06785","time_zone":"3","members_type":"CAND","phone_2":"3062361971","pipeline_1_lapsed_members":"Refused Lapsed","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T17:02:00-05:00","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":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","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","blocnote":"LNC \/ 06 November 2025 Survey completed Not in payroll anymore","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2022-01-21","temp_do_id_for_auto_old_do_id":"LB2504242","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-20","pcl_status":"F","pcl_completion_date":"2022-05-15","number_of_passed_courses":"0","othermemberbenefit":"","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","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":"False","wera":"False","do_id":"LB2504242","npi_email_temp":"alyson.hill@meadowlake.crs","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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":"2024-09-07","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","latest_paid_thru":"2025-04-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","new_member_date_2":"2017-04-06","sendpreexpirationemail":"2025-03-24T14:41:00-04:00","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:45:00-04:00","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":"06","cpa_certification":"PCP","last_act_type":"2026-03-03","telemarketing_call_date":"2026-05-06","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":"99","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","latest_paid_thru":"2027-03-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human contact\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:44-04:00","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","latest_paid_thru":"2021-07-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:30-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached the user's 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","session_id":"call_6d5c842aae24fd3facc6e2a5d72","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6d5c842aae24fd3facc6e2a5d72","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"29293","email":"dstsauveur@loca6.com","first_name":"Danica","last_name":"St-Sauveur","phone":"5145190852","orgname":"Gestion Loca6","customer_acct_name":"Gestion Loca6","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":"L25A00255","old_do_id":"AST1353","full_name":"Danica St-Sauveur","members_type":"AST","city_1":"L'Assomption","province":"QC","language":"French","lead_status":"Lapsed Member","last_engaged_date":"2025-02-26","new_member_date_2":"2024-01-16","individual_id":"331993","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","paid_thru":"2024-12-31","intcode":"15","blocnote":"12 aout refus de repondre mais nest plus dans ce domaine\n2026 May 08 call disconnected due to inaudible responses, no conversation completed","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:21-04:00","phone_2":"5145190852","temp_do_id_for_auto_old_do_id":"L25A00255","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2024-12-11","last_act_type":"2025-10-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dstsauveur@loca6.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:21-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact multiple times but was unable to have a clear conversation due to inaudible responses from the user. The call ended without any meaningful interaction or completion of the intended survey or renewal process.","aitm_callsummarytitle":"Unsuccessful call due to inaudible responses","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"20","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3545bf8ff27d0f4e7b2df275b04","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3545bf8ff27d0f4e7b2df275b04","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30733","email":"lgochee@wolfmidstream.com","first_name":"Linda","last_name":"Gochee","phone":"4032135473","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"209887","full_name":"Linda Gochee","members_type":"CORP","do_id":"L25O00628","coidnewmbrdate":"2013-01-10","city_1":"Calgary","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"403","time_zone":"4","intcode":"06","blocnote":"28 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:32:00-05:00","temp_do_id_for_auto_old_do_id":"L25O00628","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-08-16","last_act_type":"2025-03-28","pcl_status":"P","pcl_completion_date":"2013-05-09","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"lgochee@wolfmidstream.com","pcl_completion_date_5":"2018-05-09"}},"seriesid":"163"}
{"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":"10099","email":"jasonhyunho@gmail.com","first_name":"Hyunho","last_name":"Lee","phone":"7789601283","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":"L25C07046","full_name":"Hyunho Jason Lee","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304260","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503210","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7789601283","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"LNC \/ 19 November 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T18:23:00-05:00","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-08-24","temp_do_id_for_auto_old_do_id":"L25C07046","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2021-08-24","pcl_status":"F","pcl_completion_date":"2021-11-14","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"08","trc":"False","wera":"False","npi_email_temp":"jasonhyunho@gmail.com","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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, AI Contacts sent to TM 2026, 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":"Pre-membership expiration","individual_id":"327196","no_email_solicitation":"False","area_code":"289","time_zone":"2","intcode":"06","blocnote":"June 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T11:21:00-04:00","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":"2026-05-06","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","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16"}},"seriesid":"163"}
{"contact":{"id":"5566","email":"denjoan@videotron.ca","first_name":"Johanne","last_name":"Malo","phone":"8194233010","orgname":"Actifs D'Hotel Millennium Golden Jianhen Inc.","customer_acct_name":"Actifs D'Hotel Millennium Golden Jianhen Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A02202","province":"QC","full_name":"Johanne Malo","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2015-10-07","attended_webinar":"No","lapsed_expiration_date":"2015-10-07","individual_id":"238094","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-23","old_do_id":"LB2501469","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-12-02","members_type":"AST","new_member_date_2":"2015-10-07","no_email_solicitation":"FALSE","pds_march":"1","intcode":"03","blocnote":"25 juin 2025 plus en poste\n2026 May 08 call reached Veronik instead of Johanne, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:03-04:00","pds_july":"1","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A02202","temp_intcode_for_auto_old_int_code":"03","pds_august":"1","phone_2":"8194235224","pds_september":"1","last_infoline_date_type":"2023-01-24","last_act_type":"2024-01-17","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"denjoan@videotron.ca","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:02-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called and asked to speak with Johanne but was informed that the person on the line was Veronik, not Johanne. The call ended shortly after without further conversation or task completion.","aitm_callsummarytitle":"Call ended early - wrong contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not Johanne and did not continue the call.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"16","astotherreasonsnottorenew":"Contact was not the intended person and call ended early.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_79a335f2b72205042080f58c50e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_79a335f2b72205042080f58c50e","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"11526","email":"cathy.messina@wartsila.com","first_name":"Cathy","last_name":"Messina","phone":"2812336243","orgname":"Wartsila Canada","customer_acct_name":"Wartsila Canada","tags":"CSV imported, 250221 Lapsed, 250526 phone recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"province":"TX","full_name":"Cathy Messina","language":"English","origin":"Lapsed Members 2022 Lapsed Members 2022","explicit_consent_date":"2019-10-04","domain_1":"wartsila.com","lapsed_expiration_date":"2020-12-02","individual_id":"281492","members_type":"AST","time_zone":"3","do_id":"L25A02480","area_code":"281","region":"US","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2504107","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-12-02","new_member_date_2":"2019-10-04","no_email_solicitation":"False","intcode":"15","blocnote":"22 May 2025 Number not found\n2026 Feb 25 attempted call, no conversation beyond identity confirmation","dhmsfin_telemarketing_last_contacted_date":"2026-02-25T12:22:52-05:00","pipeline_2_members_only_ast":"","old_int_code":"8","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25A02480","temp_intcode_for_auto_old_int_code":"15","phone_2":"7134465234","last_infoline_date_type":"2020-09-01","last_act_type":"2020-09-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cathy.messina@wartsila.com","aitm_status_called":"2026-02-25T12:22:52-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called and attempted to confirm the identity of the contact by asking if they were speaking with Cathy, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call ended after identity confirmation attempt","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","number_of_calls_reached":"1","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30"}},"seriesid":"163"}
{"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","latest_paid_thru":"2020-03-31","company_paid_thru":"2020-03-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10601","email":"rohit.loomba0428@gmail.com","first_name":"Rohit","last_name":"Loomba","phone":"4166211232","orgname":"London Police Service","customer_acct_name":"London Police Service","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Rohit Loomba","language":"English","origin":"Lapsed Spring 2024","individual_id":"282365","area_code":"416","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25C06148","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6479934940","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","cpa_certification":"PCP","cert_status":"PENDING","intcode":"21","blocnote":"Mar 17 2025 Number not in service at this time vm msg\r\nMar 26 2025 Number not in service at this time vm msg\r\nApril 3 2025 Number not in service at this time vm msg\r\nApril  24 2025 Number not in service at this time vm msg\r\nMay 6 2025 Number not in service at this time vm msg\r\nJuly 10  2025 Number not in service at this time vm msg","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T14:02:00-04:00","paid_thru":"2025-10-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","new_member_date_2":"2019-10-29","temp_do_id_for_auto_old_do_id":"LB2507003","temp_intcode_for_auto_old_int_code":"21","old_int_code":"16","last_act_type":"2025-06-08","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pcl_status":"P","pcl_completion_date":"2020-02-02","pf1_status":"P","pf1_completion_date":"2020-05-24","pf2_status":"P","pf2_completion_date":"2020-10-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-10-26","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"LB2507003","npi_email_temp":"rohit.loomba0428@gmail.com","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"192105","no_email_solicitation":"False","pds_march":"2","area_code":"519","time_zone":"2","intcode":"06","blocnote":"May 6 2026 she is on leave and will be off for a long time","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:27:00-04:00","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":"06","date_of_renewal_identification":"2025-09-18","pds_september":"2","last_act_type":"2025-10-09","telemarketing_call_date":"2026-05-06","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":"99","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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"8630","email":"alilic@ccvt.org","first_name":"Adriana","last_name":"Lilic","phone":"4169302825","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07329","province":"ON","full_name":"Adriana Lilic","language":"English","origin":"2023 lapsed Members","domain_1":"ccvt.org","lapsed_expiration_date":"2022-04-02","individual_id":"297295","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502813","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":"2021-02-01","temp_do_id_for_auto_old_do_id":"L25C07329","phone_2":"4169302825","last_act_type":"2021-01-02","pcl_status":"F","pcl_completion_date":"2021-05-03","number_of_passed_courses":"0","intcode":"06","blocnote":"NOv 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T09:22:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"alilic@ccvt.org","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"10620","email":"drbharathacan@gmail.com","first_name":"Bharatha","last_name":"Rallage","phone":"5879694110","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"do_id":"L25P02452","full_name":"Bharatha Kumara Dassanayake Rallage","language":"English","origin":"Lapsed Spring 2024","individual_id":"224750","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-04-30","old_do_id":"LB2503922","members_type":"PRO","province":"AB","area_code":"587","time_zone":"4","phone_2":"5879694110","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"17 March 2025 Survey completed - he wants to renew - sending e-mail\n2026 May 14 - Reached voicemail, no message left\n2026 May 14 - Reached voicemail, no contact\n2026 May 19 reached voicemail, no message left\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no message left\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:10-04:00","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":"Preferred not to say","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","sendapplicationform":"2025-03-17T15:40:00-04:00","canceldate":"2024-02-03","cpa_certification":"PCP","cert_status":"WITHDRAWN","pds_july":"1","paid_thru":"2023-11-30","new_member_date_2":"2014-12-15","temp_do_id_for_auto_old_do_id":"L25P02452","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","pds_september":"1","last_act_type":"2024-03-05","pcl_status":"P","pcl_completion_date":"2014-06-17","pf1_status":"P","pf1_completion_date":"2014-06-17","pf2_status":"P","pf2_completion_date":"2014-07-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-06-26","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"drbharathacan@gmail.com","pcl_completion_date_5":"2019-06-17","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","thewithdrawaldate":"2024-02-03","aitm_status_called":"2026-05-21T11:52:04-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached voicemail and the contact was not available to answer.","aitm_callsummarytitle":"Voicemail reached, no contact","onesentencenotrenewed":"Contact not reached; voicemail.","initialvalue":"Other","othermemberbenefit":"Not provided","old_int_code":"1","prootherreasonsnottorenew":"No contact reached to provide reason","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_016b0d1051771ee26fc0f162a68","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_016b0d1051771ee26fc0f162a68","number_of_total_call_attempts":"7"}},"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":"2021-07-10","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","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"30691","email":"chitralisharma6@gmail.com","first_name":"Chitrali","last_name":"Sharma","phone":"6047862552","orgname":"Business Sherpa Group","customer_acct_name":"Business Sherpa Group","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"309481","full_name":"Chitrali Sharma","members_type":"CAND","do_id":"L25C00213","city_1":"Vancouver","province":"BC","language":"English","phone_2":"6047862552","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2022-01-31","area_code":"604","time_zone":"5","canceldate":"2025-03-04","intcode":"06","blocnote":"15 April 2025 She was busy call back\r\n23 April 2025 VM\r\n06 May 2025 She couldn't talk - call later\r\n04 September 2025 At work - should call after 7 our time","onesentencenotrenewed":"CAND Reached 3 years","paid_thru":"2024-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T12:39:00-04:00","temp_do_id_for_auto_old_do_id":"L25C00213","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-01-01","pcl_status":"F","pcl_completion_date":"2022-12-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"chitralisharma6@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"7925","email":"sylviamdavidson@gmail.com","first_name":"Sylvia","last_name":"Davidson","phone":"7785521501","orgname":"Davidson Bookkeeping Services","customer_acct_name":"Davidson Bookkeeping 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":"LB2502282","full_name":"Sylvia Davidson","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-08-23","lapsed_expiration_date":"2023-01-05","individual_id":"306939","area_code":"306","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000814","time_zone":"3","province":"BC","members_type":"CAND","phone_2":"7785521501","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"10 March 2025 No one by that name works there","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T21:57:00-04:00","old_int_code":"12","canceldate":"2023-01-05","paid_thru":"2022-10-31","new_member_date_2":"2021-11-04","temp_do_id_for_auto_old_do_id":"LB2502282","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-03-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sylviamdavidson@gmail.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"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":"2024-12-08","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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"7620","email":"rmschaefer@bell.net","first_name":"Monica","last_name":"Schaefer","phone":"9054760877","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02455","full_name":"Monica Schaefer","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"19-d?c-11","individual_id":"193703","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502991","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-02-02","members_type":"AST","new_member_date_2":"2011-12-19","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","paid_thru":"2020-11-30","intcode":"06","blocnote":"Aug 13 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no message left\n2026 May 11 reached voicemail, no message left\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call attempted but no answer\n2026 May 15 call attempted but no answer from Monica.\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no human interaction\n2026 May 21 call reached voicemail, no message left\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:07-04:00","temp_do_id_for_auto_old_do_id":"L25A02455","temp_intcode_for_auto_old_int_code":"06","phone_2":"9054760877","last_act_type":"2020-07-01","pcl_status":"P","pcl_completion_date":"2012-04-04","pf1_status":"P","pf1_completion_date":"2014-05-27","pf2_status":"P","pf2_completion_date":"2017-03-12","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"rmschaefer@bell.net","pcl_completion_date_5":"2017-04-04","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-25T13:22:04-04:00","number_of_call_attempts":"6","number_of_total_call_attempts":"14","npi_transcriptsummary":"The call was not answered by a human and went to voicemail. No conversation or information exchange 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","session_id":"call_846e3841f4d96a9571f45390e24","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_846e3841f4d96a9571f45390e24","mini_nps":"3","old_int_code":"03","onesentencenotrenewed":"No response from contact to discuss renewal.","initialvalue":"Other","othermemberbenefit":"No information provided.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2020-03-31","company_paid_thru":"2020-03-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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":"2025-06-01","last_act_type":"2026-09-03","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","latest_paid_thru":"2027-04-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"33829","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:07:00-04:00","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":"2026-05-06","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","latest_paid_thru":"2026-09-30"}},"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":"123597.0","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","latest_paid_thru":"2023-10-31"}},"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":"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":"LB2507751","nonactive_reason":"AST->CAND\/PRO","lead_status":"Lapsed Member","paid_thru":"2026-03-31","temp_do_id_for_auto_old_do_id":"L25P03196","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2026-05-22","date_of_renewal_identification":"","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","npi_email_temp":"zahraali275@gmail.com","pcl_completion_date_5":"2022-12-24","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31","do_id":"L25P03196","ln_entered_date":"2026-06-02"}},"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":"2026-04-23","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","npi_email_temp":"susan.lei@stewart.com","pcl_completion_date_5":"2016-05-05","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"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","latest_paid_thru":"2022-01-31"}},"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","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
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{"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","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"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":"2023-10-01","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","latest_paid_thru":"2023-11-30"}},"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":"99","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":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"L25P03026","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"5","pds_september":"5","last_infoline_date_type":"2021-03-25","last_act_type":"2026-04-30","date_of_renewal_identification":"2026-05-02","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","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\/2027","latest_paid_thru":"2027-02-28"}},"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":{"full_name":"Darlanne Bohdan","members_type":"CAND","city_1":"Brechin","province":"ON","language":"English","phone_2":"7056909735","lead_status":"Refused","new_member_date_2":"2023-05-04","pipeline_2_members_only_ast":"","area_code":"705","time_zone":"2","individual_id":"318204","intcode":"21","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":"Refused Lapsed","canceldate":"2025-07-04","old_do_id":"L25C05345","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25C05345","temp_intcode_for_auto_old_int_code":"21","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":"CAND reached 3 years limit for renewal","old_int_code":"01","npi_email_temp":"dbohdan@ramara.ca","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","date_of_renewal_identification":""}},"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":"260522 Lapsed DEL","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":"2024-12-01","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":"2026-06-01","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","corp_cancel_date":"2026-03-03","company_status":"I"}},"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","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"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":"2022-05-07","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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"7253","email":"maxswiatkowski@gmail.com","first_name":"Maximilian","last_name":"Swiatkowski","phone":"6477847158","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02435","full_name":"Maximilian Swiatkowski","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"21-avr-17","individual_id":"237566","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503003","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-05-07","members_type":"AST","new_member_date_2":"2017-04-21","no_email_solicitation":"FALSE","province":"ON","time_zone":"2","paid_thru":"2021-03-31","intcode":"06","blocnote":"Aug 13 2025 vm\n2026-05-08 Dial no answer, phone: +16477847158\n2026-05-08 Dial no answer, phone: +16477847158\n2026 May 11 voicemail reached, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","temp_do_id_for_auto_old_do_id":"L25A02435","temp_intcode_for_auto_old_int_code":"06","phone_2":"6477847158","last_infoline_date_type":"2020-05-28","last_act_type":"2021-07-05","pcl_status":"P","pcl_completion_date":"2019-12-23","pf1_status":"F","pf1_completion_date":"2020-05-24","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"maxswiatkowski@gmail.com","pcl_completion_date_5":"2024-12-23","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"05","retell_call_status":"ended","session_id":"call_fc1870b28be75ec75a6dbf68cc7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fc1870b28be75ec75a6dbf68cc7","npi_transcriptsummary":"The call was an outbound attempt to reach the contact Anea Aokia, but it 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"}},"seriesid":"163"}
{"contact":{"id":"7621","email":"sarah@otrx.ca","first_name":"Sarah","last_name":"Desnoyers","phone":"7809736003","orgname":"On- Track Railway Operations Ltd.","customer_acct_name":"On- Track Railway Operations Ltd.","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02065","full_name":"Sarah Desnoyers","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2015-05-04","domain_1":"otrx.ca","individual_id":"241172","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501988","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25O02065","organization_id":"234204","pds_august":"1","members_type":"CORP","pds_september":"1","last_act_type":"2019-02-13","intcode":"01","blocnote":"LN Oct 15 2025 Survey completed. They stop membership because the person to be the back up did not complete courses.","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T15:15:00-04:00","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":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"For personal reasons.","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"10","pcl_status":"P","pcl_completion_date":"2016-06-07","pf1_status":"F","pf1_completion_date":"2016-10-23","number_of_passed_courses":"1","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"sarah@otrx.ca","pcl_completion_date_5":"2021-06-07","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","company_paid_thru":"2020-04-30","corp_cancel_date":"2020-07-03","company_status":"I"}},"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","latest_paid_thru":"2021-12-31"}},"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":"2027-05-31","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":"2026-05-20","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","npi_email_temp":"wowoh200@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"seriesid":"163"}
{"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":"2022-03-05","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","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7552","email":"rosetta.liscombe@alphoraresearch.com","first_name":"Rosetta","last_name":"Liscombe","phone":"9054030477","orgname":"Alphora Research Inc.","customer_acct_name":"Alphora Research Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02056","full_name":"Rosetta Liscombe","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-06-10","domain_1":"alphoraresearch.com","individual_id":"276840","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501882","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"L25O02056","organization_id":"198411","phone_2":"4167255118","members_type":"CORP","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T13:57:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rosetta.liscombe@alphoraresearch.com","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31","company_paid_thru":"2020-05-31","corp_cancel_date":"2020-08-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30752","email":"brenda.snyders@voyago.ca","first_name":"Brenda","last_name":"Snyders","phone":"5193175373","orgname":"Voyago","customer_acct_name":"Voyago","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320527","full_name":"Brenda Snyders","members_type":"CAND","city_1":"Dorchester","province":"ON","language":"English","phone_2":"5193175373","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2023-01-13","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00246","last_act_type":"2024-05-01","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"F","pf1_completion_date":"2023-11-27","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T10:30:00-05:00","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":"L25C00246","npi_email_temp":"brenda.snyders@voyago.ca","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"7452","email":"nkilpatrick@burgesskilpatrick.com","first_name":"Nick","last_name":"Kilpatrick","phone":"6043279234","orgname":"Burgess Kilpatrick","customer_acct_name":"Burgess Kilpatrick","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01887","full_name":"Nick Kilpatrick, CPA, CGA","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"30-mai-17","domain_1":"burgesskilpatrick.com","individual_id":"253241","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502171","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25O01887","organization_id":"253240","members_type":"CORP","last_act_type":"2019-06-20","intcode":"01","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T16:44:00-05:00","temp_intcode_for_auto_old_int_code":"01","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":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"retired","hardtoparticipateevents":"No","mini_nps":"9","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","old_int_code":"06","npi_email_temp":"nkilpatrick@burgesskilpatrick.com","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","company_paid_thru":"2021-04-30","corp_cancel_date":"2021-07-03","company_status":"I"}},"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":"2020-03-07","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","latest_paid_thru":"2021-06-30"}},"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":"2021-08-03","last_act_type":"2021-08-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amanda.miksza@dehumidifiedairsolutions.com","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-04-02","company_status":"I"}},"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":"2018-09-08","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","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"5572","email":"mecomique@hotmail.com","first_name":"Marie-Elaine","last_name":"Chartrand","phone":"4508863757","orgname":"G\u00e9n\u00e9reux Construction Inc.","customer_acct_name":"G\u00e9n\u00e9reux Construction Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"QC","full_name":"Marie-Elaine Chartrand, PCP","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2022-12-15","attended_webinar":"No","lapsed_expiration_date":"2022-12-15","individual_id":"61308","time_zone":"2","area_code":"450","region":"QC","lead_status":"Renewed Lapsed","last_engaged_date":"2024-12-16","old_do_id":"LB2501472","members_type":"CORP","phone_2":"5143461995","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-05-28","intcode":"99","blocnote":"23 avril 2025 bv absente tt les vendredis\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 ne peut \u00eatre rejoignable que par courriel","dhmsfin_telemarketing_last_contacted_date":"2025-05-27T11:09:00-04:00","canceldate":"2024-02-03","cert_status":"ACTIVE","new_member_date_2":"2022-12-15","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2506368","temp_intcode_for_auto_old_int_code":"99","organization_id":"344202","cpa_certification":"SCP","pds_august":"14","extension_phone_1":"248","old_int_code":"16","pds_september":"14","last_infoline_date_type":"2026-01-16","last_act_type":"2026-01-16","company_paid_thru":"2026-10-31","pf2_status":"P","pf2_completion_date":"2009-04-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-10-27","number_of_passed_courses":"2","pds_october":"14","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"14","do_id":"LB2506368","npi_email_temp":"mecomique@hotmail.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"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":{"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","latest_paid_thru":"2025-03-31"}},"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","latest_paid_thru":"2026-04-30"}},"seriesid":"163"}
{"contact":{"id":"30844","email":"isabelle_daigle1@hotmail.com","first_name":"Isabelle","last_name":"Daigle","phone":"4507736800","orgname":"C\u00e9gep de Saint-Hyacinthe","customer_acct_name":"C\u00e9gep de Saint-Hyacinthe","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332041","full_name":"Isabelle Daigle","members_type":"CAND","do_id":"L25C00297","city_1":"Saint-Hyacinthe","province":"QC","language":"French","extension_phone_1":"2545","phone_2":"4505010342","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-24","area_code":"450","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00297","last_act_type":"2024-01-24","number_of_passed_courses":"0","trc":"True","wera":"False","intcode":"06","blocnote":"lnc.21 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T10:51:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"isabelle_daigle1@hotmail.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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":"2024-01-11","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","latest_paid_thru":"2025-10-31"}},"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":"2021-12-01","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","latest_paid_thru":"2021-12-31"}},"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":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"320214","full_name":"Saneka Powell","members_type":"CORP","do_id":"","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":"L25C00236","organization_id":"85341","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":"2027-05-31","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\/2027","latest_paid_thru":"2027-05-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","company_status":"A"}},"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, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Christine Nolin","lead_status":"Refused","members_type":"AST","city_1":"Victoria","province":"BC","phone_2":"7786792056","do_id":"","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":"L25A00284","language":"English","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"01","blocnote":"July 9 2025 completed\n2026 May 08 contact declined renewal due to retirement","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:06:44-04:00","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":"46-60","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","called_by":"Tri","aitm_status_called":"2026-05-08T14:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted Christine to discuss her lapsed Associate membership with the National Payroll Institute and conducted a survey about her membership experience. Christine clarified her initial reason for joining as gaining payroll designation and rated her satisfaction as very high. However, she declined to renew her membership as she has retired.","aitm_callsummarytitle":"Membership survey and declined renewal due to retirement","notrenewedwanttorenew":"No","onesentencenotrenewed":"No, I've retired.","initialvalue":"Designation","npi_voicemaildetection":"No","ivrdetector":"No","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ed813c0fdc02d3fd185590169b0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ed813c0fdc02d3fd185590169b0","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"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","latest_paid_thru":"2025-10-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","new_member_date_2":"2010-09-14","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"May 11 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:25:00-04:00","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":"2026-05-11","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","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"29838","email":"derrick.veigas33@gmail.com","first_name":"Derrick","last_name":"Veigas","phone":"4166370886","orgname":"Mattamy Homes Limited","customer_acct_name":"Mattamy Homes Limited","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"do_id":"L25O05609","full_name":"Derrick Veigas","members_type":"CORP","coidnewmbrdate":"2004-02-24","city_1":"Hamilton","province":"ON","language":"English","phone_2":"6479793532","lead_status":"Lapsed DEL","new_member_date_2":"2018-01-23","pipeline_2_members_only_ast":"","individual_id":"259836","no_email_solicitation":"False","pds_march":"1","area_code":"416","time_zone":"2","intcode":"99","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T10:07:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T10:08:00-04:00","blocnote":"may 26 2025 completed","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","organization_id":"72612","pds_may":"1","old_int_code":"11","old_do_id":"L25O05602","paid_thru":"2027-01-31","pds_august":"1","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25O05609","temp_intcode_for_auto_old_int_code":"99","pds_september":"1","last_infoline_date_type":"2025-02-10","last_act_type":"2025-02-10","company_paid_thru":"2027-01-31","telemarketing_call_date":"2025-05-26","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"P","pf1_completion_date":"2019-08-16","pf2_status":"P","pf2_completion_date":"2024-12-20","number_of_passed_courses":"3","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"derrick.veigas33@gmail.com","canceldate":"2026-03-03","ln_entered_date":"2026-05-26","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"9440","email":"irene_francisco23@yahoo.com","first_name":"Irene","last_name":"Francisco","phone":"3066089078","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":"Irene Francisco","language":"English","origin":"Lapsed Spring 2024","individual_id":"321087","region":"CDN","lead_status":"Refused","old_do_id":"L25C06337","members_type":"CAND","province":"SK","area_code":"306","time_zone":"3","phone_2":"3066089078","pipeline_1_lapsed_members":"Refused Lapsed","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T16:38:00-05:00","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":"Yes","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":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","blocnote":"LNC Nov 4 2025 vm\r\nLNC Nov 12 2025 vm\r\nLNC Dec 8 2025 vm\r\nLNC Dec 17 2025 She said she may become a member again when she gets a payroll job.","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2023-01-27","temp_do_id_for_auto_old_do_id":"L25C06337","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-27","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","old_int_code":"14","trc":"True","wera":"False","npi_email_temp":"irene_francisco23@yahoo.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 voicemail reached, no contact with Abigail\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 reached voicemail, no contact with Abigail Arellano\n2026 May 13 call reached voicemail, no contact with Abigail Arellano\n2026 May 13 call reached voicemail, no message left\n2026 May 15 voicemail reached, no direct contact with Abigail Arellano\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:48-04:00","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":"2019-06-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"abigailarellano30@gmail.com","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","called_by":"Tri","aitm_status_called":"2026-05-15T18:31:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail.","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","session_id":"call_8a782fdce5fb67a3487aa0f48b8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8a782fdce5fb67a3487aa0f48b8","mini_nps":"3"}},"seriesid":"163"}
{"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":"2023-10-11","last_act_type":"2023-10-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"samuel.beaulieu@transitionsc.ca","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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, TMAI","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\n2026 May 25 call reached voicemail, message left\n2026 May 25 reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:07-04:00","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","latest_paid_thru":"2023-08-31","thewithdrawaldate":"2023-01-09","aitm_status_called":"2026-05-25T12:27:06-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call reached voicemail and no conversation with the contact 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","session_id":"call_fe4b60aad51c9ce588aa579303c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fe4b60aad51c9ce588aa579303c","number_of_total_call_attempts":"2"}},"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","latest_paid_thru":"2022-12-31"}},"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","latest_paid_thru":"2023-03-31"}},"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":"2023-03-01","last_act_type":"2023-03-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"admin@anytimetrucking.ca","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"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","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31218","email":"malec0715@gmail.com","first_name":"Marie","last_name":"Leclerc","phone":"8195716391","orgname":"C\u00e9gep de Sherbrooke","customer_acct_name":"C\u00e9gep de Sherbrooke","tags":"250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Marie Leclerc","lead_status":"Member","members_type":"AST","city_1":"Sherbrooke","province":"QC","phone_2":"8195716391","do_id":"AST1747","pipeline_2_members_only_ast":"Ongoing member to be called","new_member_date_2":"2009-08-27","cpa_certification":"GAP","no_email_solicitation":"False","pds_march":"10","area_code":"819","time_zone":"2","language":"French","intcode":"06","pipeline_1_lapsed_members":"","individual_id":"19101","pds_may":"10","cert_status":"WITHDRAWN_CPE","sendjulyemail":"2025-07-16T11:23:00-04:00","blocnote":"ai.13 nov 2025 bv\r\n20 nov 2025 bv\r\n25 nov 2025 bv","sendmayemail":"2025-07-16T11:23:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T11:07:02-05:00","full_name_2":" ","pds_july":"10","paid_thru":"2026-07-31","pds_august":"10","temp_do_id_for_auto_old_do_id":"AST1747","temp_intcode_for_auto_old_int_code":"06","last_engaged_date":"2025-10-02","pds_september":"10","last_infoline_date_type":"2026-03-03","last_act_type":"2026-03-03","telemarketing_call_date":"2025-11-25","number_of_passed_courses":"0","pds_october":"10","old_int_code":"31","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:03-05:00","pds_november":"10","npi_email_temp":"malec0715@gmail.com","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","temp_do_id_for_auto_old_do_id":"L25A02329","temp_intcode_for_auto_old_int_code":"6","phone_2":"5879360282","last_act_type":"2021-12-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sami.s.khalaf2@gmail.com","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_13f75e9bd07890c3ad7f8bdc521","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_13f75e9bd07890c3ad7f8bdc521","mini_nps":"0"}},"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":"2026-07-05","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","latest_paid_thru":"2024-01-31"}},"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":{"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","latest_paid_thru":"2023-12-31"}},"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","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":"2024-03-07","last_act_type":"2024-03-07","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"29337","email":"sandra@universaldist.com","first_name":"Sandra","last_name":"Deslage","phone":"5143359000","orgname":"Universal Distribution","customer_acct_name":"Universal Distribution","tags":"payrollcompliance visited, payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Breaking News, 250205 AST Members, npiAlert12, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0360","full_name":"Sandra Deslage","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"English","phone_2":"5144256389","lead_status":"Renewed APX","last_engaged_date":"2026-01-06","new_member_date_2":"2016-11-24","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"248688","no_email_solicitation":"False","pds_march":"1","area_code":"514","time_zone":"2","intcode":"06","blocnote":"Oct 10 2025 completed ( willing to renew)","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T15:10:00-04:00","resources_tools_may":"1","payroll_guidelines_may":"1","pipeline_1_lapsed_members":"","pds_may":"1","pds_july":"1","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"2","pds_august":"1","extension_phone_1":"106","temp_do_id_for_auto_old_do_id":"AST0360","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_infoline_date_type":"2025-03-02","last_act_type":"2025-10-22","sendpreexpirationemail":"2025-10-10T12:00:00-04:00","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":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"Yes","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-10-10T12:00:00-04:00","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2026-05-01","pcl_status":"P","pcl_completion_date":"2017-04-02","pf1_status":"P","pf1_completion_date":"2017-07-23","pf2_status":"P","pf2_completion_date":"2017-11-13","number_of_passed_courses":"3","pds_october":"1","old_int_code":"99","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:24-05:00","pds_november":"1","npi_email_temp":"sandra@universaldist.com","pcl_completion_date_5":"2022-04-02","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"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":"2022-02-05","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","latest_paid_thru":"2023-03-31"}},"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":{"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":"2023-11-01","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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
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{"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"}
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{"contact":{"id":"8804","email":"charles.roberts@spafax.com","first_name":"Charles","last_name":"Roberts","phone":"4163502443","orgname":"Spafax Canada Inc. DBA Bookmark","customer_acct_name":"Spafax Canada Inc. DBA Bookmark","tags":"CSV imported, payroll.ca visited, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02127","full_name":"Charles Roberts","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-02-06","domain_1":"spafax.com","individual_id":"94575","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501829","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-01-31","temp_do_id_for_auto_old_do_id":"L25O02127","organization_id":"260483","pds_august":"1","members_type":"CORP","pds_september":"1","intcode":"07","blocnote":"LN Oct 20 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:15:00-04:00","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":"charles.roberts@spafax.com","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31","company_paid_thru":"2020-01-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"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, TMAI","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":"10","blocnote":"Aug 13 2025 vm\r\nLN Oct 31 2025 vm\n2026 May 08 contact not available, callback scheduled for Monday","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:31-04:00","temp_do_id_for_auto_old_do_id":"L25A02248","temp_intcode_for_auto_old_int_code":"10","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","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:31-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Radhika but was informed she was not available. The user provided Monday as a good day to reach Radhika, and the agent confirmed the day for a callback.","aitm_callsummarytitle":"Callback Scheduled for Radhika","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c5964d0367969360896d37877f8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c5964d0367969360896d37877f8","number_of_calls_reached":"1"}},"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, TMAI","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":"15","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\n2026 May 08 call answered by Sandra Hopkins, not Ross Lane; call ended without renewal discussion.\n2026 May 11 contact Ross at Hopkins Construction answered and started survey","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:46-04:00","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":"15","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","latest_paid_thru":"2020-09-30","called_by":"Tri","aitm_status_called":"2026-05-11T13:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent successfully reached Ross at Hopkins Construction and introduced the purpose of the call regarding the lapsed Associate membership with the National Payroll Institute. The agent began the survey by asking the first question about the initial value that drove Ross to become a member. The call ended shortly after the first question was asked.","aitm_callsummarytitle":"Initial Survey Question Asked to Ross","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not express interest in renewing during the call.","initialvalue":"Help with Complex","othermemberbenefit":"Contact not reached; spoke with a different person.","old_int_code":"03","astotherreasonsnottorenew":"Contact not reached; spoke with a different person.","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","session_id":"call_9525b537d66b0a3058a14ff687d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9525b537d66b0a3058a14ff687d","number_of_calls_reached":"2","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"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","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"7879","email":"tharmisha.sivasambu@gmail.com","first_name":"Tharmisha","last_name":"Sivasambu","phone":"2899971787","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02421","full_name":"Tharmisha Sivasambu","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"22-juil-15","individual_id":"235758","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503002","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-09-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2015-07-22","no_email_solicitation":"FALSE","cert_status":"PENDING","province":"ON","time_zone":"2","paid_thru":"2021-06-30","intcode":"16","blocnote":"Aug 13 2025 vm\n2026-05-08 invalid phone destination, phone: +12899971787\n2026-05-08 invalid phone destination, phone: +12899971787","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:59-04:00","temp_do_id_for_auto_old_do_id":"L25A02421","temp_intcode_for_auto_old_int_code":"16","phone_2":"2899971787","last_act_type":"2020-08-21","pcl_status":"P","pcl_completion_date":"2015-11-02","pf1_status":"P","pf1_completion_date":"2016-03-20","pf2_status":"P","pf2_completion_date":"2016-12-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-05-26","number_of_passed_courses":"4","old_int_code":"08","trc":"False","wera":"False","npi_email_temp":"tharmisha.sivasambu@gmail.com","pcl_completion_date_5":"2020-11-02","formatted_paid_thru":"30\/06\/2021","latest_paid_thru":"2021-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:21-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_18166cffed6fc43a86835ef97fc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_18166cffed6fc43a86835ef97fc"}},"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","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5561","email":"amelie.laflamme@gurussolutions.com","first_name":"Amelie","last_name":"Laflamme","phone":"5146641023","orgname":"Gurus Solutions","customer_acct_name":"Gurus Solutions","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":"L25O00262","province":"QC","extension_phone_1":"155","full_name":"Amelie Laflamme","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-03-20","domain_1":"gurussolutions.com","attended_webinar":"No","lapsed_expiration_date":"2023-05-02","individual_id":"261810","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETO00411","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"12 May 2025 VM\r\n05 September 2025 Cannot be reached","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T19:20:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00262","temp_intcode_for_auto_old_int_code":"16","organization_id":"261808","last_act_type":"2020-02-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amelie.laflamme@gurussolutions.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"11357","email":"mburham@pursuitcollection.com","first_name":"Monica","last_name":"Burham","phone":"8008088068","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, TMAI","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\n2026 May 08 call disconnected immediately, number not in service","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:44-04:00","pipeline_2_members_only_ast":"","old_int_code":"08","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00115","temp_intcode_for_auto_old_int_code":"08","phone_2":"6022071000","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","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was made to a number that is not in service and was disconnected immediately.","aitm_callsummarytitle":"Call disconnected - number not in service","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"The contact's phone number is not in service.","initialvalue":"Other","astotherreasonsnottorenew":"Phone number not in service","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_849cccd866de548c2a20e3efa01","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_849cccd866de548c2a20e3efa01","number_of_calls_reached":"1"}},"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":"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","latest_paid_thru":"2025-01-31"}},"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, npiAlert14, 260522 Lapsed DEL","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":"Lapsed DEL","time_zone":"2","extension_phone_1":"3275","area_code":"514","date_of_renewal_identification":"2026-05-26","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"347911","last_act_type":"2026-04-30","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","latest_paid_thru":"2026-02-28","corp_cancel_date":"2020-10-02","last_infoline_date_type":"2026-04-30","company_status":"A"}},"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":"2023-01-10","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","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"9522","email":"mobin040@gmail.com","first_name":"Mobin","last_name":"Thomas","phone":"3063139009","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":"L25C06777","full_name":"Mobin Moncy Thomas","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"310185","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503318","members_type":"CAND","province":"SK","area_code":"306","time_zone":"3","phone_2":"3063132119","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T10:08:00-05:00","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":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"he couldn't finish his courses","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":"2023-04-04","paid_thru":"2023-01-31","new_member_date_2":"2022-02-14","temp_do_id_for_auto_old_do_id":"L25C06777","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-12-02","pf1_status":"F","pf1_completion_date":"2022-06-05","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"1","trc":"False","wera":"False","npi_email_temp":"mobin040@gmail.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"8715","email":"brittany.tompkins@wapitigravel.ca","first_name":"Brittany","last_name":"Tompkins","phone":"7808302133","orgname":"Wapiti Gravel Suppliers","customer_acct_name":"Wapiti Gravel Suppliers","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02086","full_name":"Brittany Tompkins, CPHR","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2016-09-13","domain_1":"wapitigravel.ca","individual_id":"246829","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501984","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25O02086","organization_id":"50252","pds_august":"3","members_type":"CORP","pds_september":"3","last_act_type":"2018-04-17","intcode":"06","blocnote":"LN Oct 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T12:59:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"brittany.tompkins@wapitigravel.ca","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31","company_paid_thru":"2020-03-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9481","email":"michelle_tbautista@yahoo.com","first_name":"Michelle","last_name":"Bautista","phone":"7807293640","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":"Michelle Bautista","language":"English","origin":"Lapsed Spring 2024","individual_id":"320841","region":"CDN","lead_status":"Refused","old_do_id":"L25C06322","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7807293640","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T17:36:00-05:00","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","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"I would like them to help me find a job and use what I learnt from them","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"It is being very hard for me to find a job in payroll","hardtoparticipateevents":"No","mini_nps":"2","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","paid_thru":"2024-01-31","new_member_date_2":"2023-02-14","temp_do_id_for_auto_old_do_id":"L25C06322","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":"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","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"michelle_tbautista@yahoo.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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, TMAI","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":"15","blocnote":"May 23 2025 vm\r\nAug 8 2025 no answer\r\nLN Oct 9 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call started, agent introduced but call disconnected early without completion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:21-04:00","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":"15","phone_2":"2038072921","last_conf_date_type":"2016-06-15","last_act_type":"2019-05-30","old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"laurie.defazio-hood@priceline.com","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:48-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Laurie and introduced herself, mentioning the lapsed Associate membership and intending to ask questions. However, the call was disconnected shortly after the introduction without completing the conversation or survey.","aitm_callsummarytitle":"Call disconnected early after introduction","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_61d40d7cf895ec437ae8f625465","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_61d40d7cf895ec437ae8f625465","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"31325","email":"cindy.wong@live.ca","first_name":"Cindy","last_name":"Wong","phone":"6476247188","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Cindy Wong","lead_status":"Refused","members_type":"AST","city_1":"Ottawa","province":"ON","phone_2":"6476247188","do_id":"L25A01959","pipeline_2_members_only_ast":"","new_member_date_2":"2014-06-23","canceldate":"2025-08-02","cpa_certification":"PCP","no_email_solicitation":"True","area_code":"647","time_zone":"2","language":"English","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"116090","cert_status":"WITHDRAWN_CPE","blocnote":"June 17 2025 she is not doing payroll and not using the membership anymore","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T11:17:00-04:00","notrenewednobenefit":"Yes","old_int_code":"12","notrenewednolongerinpayroll":"Yes","paid_thru":"2025-05-31","old_do_id":"AST1855","temp_do_id_for_auto_old_do_id":"L25A01959","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-04-24","pcl_status":"F","pcl_completion_date":"2014-07-15","pf1_status":"P","pf1_completion_date":"2011-05-24","pf2_status":"P","pf2_completion_date":"2013-02-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-11-09","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"cindy.wong@live.ca","pcl_completion_date_5":"2019-07-15","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"10105","email":"cindywhitton@telus.net","first_name":"Cindy","last_name":"Whitton","phone":"6048550677","orgname":"Gateway Health Care","customer_acct_name":"Gateway Health Care","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502330","extension_phone_1":"107","full_name":"Cindy Whitton","language":"English","origin":"Lapsed Spring 2024","individual_id":"237672","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001047","time_zone":"5","province":"BC","members_type":"PRO","phone_2":"6048267896","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 13 2025 vm\r\nMar 21 2025 not call Monday\r\nApril 1 2025 survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-04-01T18:53:00-04:00","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":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The cost of continuing courses for the 14 credits.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"Some of the courses were during the day so that would be a cost in lost wages.","engagingstrategiesspecify":"When I did courses I would have liked the text book information as an online resource.","mini_nps":"4","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":"2023-11-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2023-08-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","new_member_date_2":"2015-09-21","temp_do_id_for_auto_old_do_id":"LB2502330","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-05-03","pcl_status":"P","pcl_completion_date":"2015-11-16","pf1_status":"P","pf1_completion_date":"2016-05-30","pf2_status":"P","pf2_completion_date":"2016-08-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-06-23","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"cindywhitton@telus.net","pcl_completion_date_5":"2020-11-16","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"5663","email":"gina.legault@lauzonltd.com","first_name":"Gina","last_name":"Legault","phone":"8194271276","orgname":"Lauzon Bois \u00c9nerg\u00e9tiques Recyl\u00e9e","customer_acct_name":"Lauzon Bois \u00c9nerg\u00e9tiques Recyl\u00e9e","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01793","province":"QC","full_name":"Gina Legault","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-01-26","domain_1":"lauzonltd.com","attended_webinar":"No","lapsed_expiration_date":"2022-03-02","individual_id":"297176","time_zone":"2","area_code":"819","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501656","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"16 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-16T10:33:00-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01793","temp_intcode_for_auto_old_int_code":"6","organization_id":"297174","last_act_type":"2021-01-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gina.legault@lauzonltd.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"seriesid":"163"}
{"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":"2022-07-04","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","latest_paid_thru":"2022-12-31"}},"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","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"11422","email":"accountreceivable@transallgroup.com","first_name":"Accounting","last_name":"","phone":"3069347614","orgname":"Transall Group of Companies","customer_acct_name":"Transall Group of Companies","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"province":"SK","full_name":"Acconting","language":"English","origin":"2023 lapsed Members","domain_1":"transallgroup.com","lapsed_expiration_date":"2022-01-07","do_id":"LB2501729","individual_id":"294009","time_zone":"3","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CLNPI000199","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-01","members_type":"CAND","temp_do_id_for_auto_old_do_id":"LB2501729","last_act_type":"2020-11-18","npi_email_temp":"accountreceivable@transallgroup.com"}},"seriesid":"163"}
{"contact":{"id":"8635","email":"kannevizconde@gmail.com","first_name":"Keesha","last_name":"Anne Vizconde","phone":"6478350611","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":"L25C07202","full_name":"Keesha Anne Vizconde","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"301649","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503237","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6478350611","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"06","blocnote":"11 March 2025 VM\r\n19 March 2025 VM\r\n01 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\nLN \/ 08 December 2025 VM","paid_thru":"2022-04-30","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T10:48:00-05:00","temp_do_id_for_auto_old_do_id":"L25C07202","temp_intcode_for_auto_old_int_code":"6","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":"kannevizconde@gmail.com","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"5590","email":"zpuhach@realterm.com","first_name":"Zhanna","last_name":"Puhach","phone":"5144201134","orgname":"Realterm Canada Company","customer_acct_name":"Realterm Canada Company","tags":"CSV imported, paie.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02137","province":"QC","full_name":"Zhanna Puhach","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-10-11","domain_1":"realterm.com","attended_webinar":"No","lapsed_expiration_date":"2022-12-02","individual_id":"264906","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501621","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"travail en europe","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T11:41:00-04:00","paid_thru":"2019-06-30","temp_do_id_for_auto_old_do_id":"L25O02137","temp_intcode_for_auto_old_int_code":"16","organization_id":"264905","pds_august":"2","pds_september":"2","last_act_type":"2019-08-14","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"zpuhach@realterm.com","formatted_paid_thru":"30\/06\/2019","latest_paid_thru":"2019-06-30","company_paid_thru":"2019-06-30","corp_cancel_date":"2019-09-04","company_status":"I"}},"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":"2022-06-05","last_act_type":"2022-06-05","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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"31277","email":"a.samji75@yahoo.ca","first_name":"Anis","last_name":"Samji","phone":"4165108039","orgname":"GS1 Canada","customer_acct_name":"GS1 Canada","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Anis Samji, PCP","members_type":"PRO","city_1":"Toronto","province":"ON","phone_2":"4166243939","pipeline_2_members_only_ast":"","new_member_date_2":"2024-08-02","canceldate":"2017-10-16","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"21","area_code":"416","time_zone":"2","language":"English","intcode":"06","last_engaged_date":"2025-05-08","pipeline_1_lapsed_members":"","individual_id":"18811","pds_may":"21","cert_status":"ACTIVE","blocnote":"June 11 2025 vm\r\nJune 17 2025 vm   June 19 2025 vm\r\nJune 25 2025 vm","nonactive_reason":"AST->CAND\/PRO","pds_july":"21","paid_thru":"2026-07-31","old_do_id":"L25P02170","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2504140","temp_intcode_for_auto_old_int_code":"6","pds_august":"21","pds_september":"21","last_infoline_date_type":"2020-11-02","last_conf_date_type":"2011-06-07","last_act_type":"2026-04-05","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","pds_october":"22","trc":"True","wera":"False","pds_november":"22","npi_email_temp":"a.samji75@yahoo.ca","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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","latest_paid_thru":"2023-08-31"}},"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":"2024-09-04","last_act_type":"2024-07-08","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
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{"contact":{"id":"11897","email":"hr@acdsystems.com","first_name":"Carol","last_name":"MacDougall","phone":"2506428809","orgname":"ACD Systems International Inc.","customer_acct_name":"ACD Systems International Inc.","tags":"CSV imported, payroll.ca visited, paie.ca visited, 241010 CDN, Payroll Resources, Payroll Resource Accessed, Member portal, Dialogue Magazine, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"city_1":"Victoria","phone_2":"2506428809","full_name":"Carol MacDougall, CCP","language":"English","origin":"SPRING 2018 DM","explicit_consent_date":"2018-04-10","domain_1":"acdsystems.com","do_id":"AST0878","time_zone":"5","area_code":"778","region":"CDN","lead_status":"Renewed APX","members_type":"AST","province":"BC","new_member_date_2":"2020-09-11","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"267141","no_email_solicitation":"False","pds_march":"1","blocnote":"April 30 2026 vm\r\nMay 21 2026  Survey completed send resource email. She said she did not require info on certification retiring soon.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T13:37:00-04:00","intcode":"31","pipeline_1_lapsed_members":"","pds_may":"1","last_engaged_date":"2025-11-28","dialogue_august":"3","member_august":"33","last_login_date":"2025-10-10T10:37:14-04:00","pds_july":"1","paid_thru":"2026-08-31","askpat_august":"3","payroll_guidelines_august":"2","date_of_renewal_identification":"2025-08-08","sendpreexpirationemail":"2025-08-11T17:42:00-04:00","regular_email_change_date":"2025-08-11T12:42:19-04:00","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":"No","value_discount_program":"No","othermemberbenefit":"","member_september":"9","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0878","temp_intcode_for_auto_old_int_code":"31","pds_september":"1","last_infoline_date_type":"2025-08-25","last_act_type":"2025-08-25","member_october":"10","telemarketing_call_date":"2026-05-21","resources_tools_october":"1","number_of_passed_courses":"0","pds_october":"1","member_november":"3","trc":"False","wera":"False","sendaidate":"2026-05-21T13:37:33-04:00","pds_november":"1","npi_email_temp":"hr@acdsystems.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago","old_int_code":"6","sendaigeneral":"2026-05-21T13:37:00-04:00","sendaiemail":"2026-05-21T13:37:33-04:00"}},"seriesid":"163"}
{"contact":{"id":"30705","email":"laurie.campbell@progressa.com","first_name":"Laurie","last_name":"Campbell","phone":"6043182614","orgname":"Progressa","customer_acct_name":"Progressa","tags":"WR250312, 250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Laurie Campbell","members_type":"CORP","organization_id":"298348","coidnewmbrdate":"2024-01-24","city_1":"North Vancouver","province":"BC","language":"English","phone_2":"6043182614","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","origin":"Lapsed Members","found":"DO4 Email","area_code":"604","time_zone":"5","blocnote":"15 April 2025 Recently renewed","dhmsfin_telemarketing_last_contacted_date":"2025-04-15T16:32:00-04:00","date_of_renewal_identification":"","intcode":"99","old_int_code":"13","individual_id":"120416","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25O04771","temp_intcode_for_auto_old_int_code":"99","pds_august":"3","pds_september":"3","last_infoline_date_type":"2026-07-04","last_act_type":"2026-07-04","company_paid_thru":"2025-12-31","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","do_id":"L25O04771","old_do_id":"LB2506023","npi_email_temp":"laurie.campbell@progressa.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-06-01","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","corp_cancel_date":"2026-03-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30832","email":"jessica.tomlin@ccts-cprst.ca","first_name":"Jessica","last_name":"Tomlin","phone":"6136883286","orgname":"CCTS","customer_acct_name":"CCTS","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320242","full_name":"Jessica Tomlin","members_type":"CORP","do_id":"L25O00679","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":"2025-12-12T08:42:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00679","temp_intcode_for_auto_old_int_code":"6","organization_id":"320243","last_act_type":"2025-02-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jessica.tomlin@ccts-cprst.ca","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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, AI Contacts sent to TM 2026","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":"2026-02-13","last_act_type":"2026-02-13","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":"06","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"j.hina89@gmail.com","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","ai_entered_date":"2026-01-26","pcl_completion_date_5":"2020-12-07","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","blocnote":"April 30 2026 vm\r\nMay 21 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:29:00-04:00","old_int_code":"99","telemarketing_call_date":"2026-05-21"}},"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","latest_paid_thru":"2025-09-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"266669","canceldate":"2022-11-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-07-10T14:00:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-04-30T18:44:00-04:00","blocnote":"Apr 30 2026 completed with only first email sent","resourceaware":"No","resourcevisitedselfreport":"","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":"06","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0754","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-07-23","last_act_type":"2025-07-23","telemarketing_call_date":"2026-04-30","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":"2026-04-30T18:44:06-04:00","npi_email_temp":"jan.kubis@yahoo.ca","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","sendaigeneral":"2026-04-30T18:44:00-04:00","sendaiemail":"2026-04-30T18:44:05-04:00","extension_phone_1":"","email2":"","full_name_2":" "}},"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","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8787","email":"gloria@magiclanterntheatres.ca","first_name":"Gloria","last_name":"Edwards","phone":"7804821611","orgname":"Magic Lantern Theatre","customer_acct_name":"Magic Lantern Theatre","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500074","province":"AB","full_name":"Gloria Edwards","language":"English","origin":"2023 lapsed Members","domain_1":"magiclanterntheatres.ca","lapsed_expiration_date":"2022-10-04","individual_id":"68067","area_code":"780","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-26","old_do_id":"CNPIRETA00486","time_zone":"4","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-10-04","new_member_date_2":"2003-08-05","no_email_solicitation":"FALSE","pds_march":"15","phone_2":"7804734623","intcode":"21","blocnote":"May 13 2025 Gloria no longer works there.","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T13:40:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"12","organization_id":"165195","pds_july":"15","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"LB2500074","temp_intcode_for_auto_old_int_code":"21","pds_august":"15","pds_september":"15","last_infoline_date_type":"2022-01-14","last_act_type":"2022-01-14","number_of_passed_courses":"0","pds_october":"15","trc":"False","wera":"False","pds_november":"15","npi_email_temp":"gloria@magiclanterntheatres.ca","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31","company_paid_thru":"2011-01-31","corp_cancel_date":"2011-04-01","company_status":"I"}},"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","latest_paid_thru":"2024-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"175662","no_email_solicitation":"False","pds_march":"4","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 25 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:42:00-04:00","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":"06","pds_september":"4","last_infoline_date_type":"2025-12-12","last_act_type":"2026-09-04","telemarketing_call_date":"2026-05-25","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":"99","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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":"2023-03-07","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","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"29833","email":"anneli@perfektum.ca","first_name":"Anneli","last_name":"Pretorius","phone":"3652920830","orgname":"Perfektum Bookkeeping Services Inc.","customer_acct_name":"Perfektum Bookkeeping Services Inc.","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1153","full_name":"Anneli Pretorius","members_type":"AST","city_1":"Greenbank","province":"ON","language":"English","phone_2":"3652920830","lead_status":"Renewed APX","new_member_date_2":"2023-10-18","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"330554","no_email_solicitation":"False","area_code":"365","time_zone":"2","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:47:00-04:00","last_engaged_date":"2026-03-26","resources_tools_may":"1","pipeline_1_lapsed_members":"","resources_tools_june":"1","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendpreexpirationemail":"2025-09-09T09:58:00-04:00","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":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-09-09T09:59:00-04:00","temp_do_id_for_auto_old_do_id":"AST1153","temp_intcode_for_auto_old_int_code":"06","date_of_renewal_identification":"2025-09-25","last_infoline_date_type":"2025-01-14","last_act_type":"2025-09-17","telemarketing_call_date":"2026-05-06","number_of_passed_courses":"0","old_int_code":"99","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:32-05:00","npi_email_temp":"anneli@perfektum.ca","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"31278","email":"ramliw_27@yahoo.com","first_name":"Wilmar","last_name":"Samson","phone":"2048980406","orgname":"City of Calgary","customer_acct_name":"City of Calgary","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Wilmar Samson, PLP","members_type":"PRO","city_1":"Calgary","province":"AB","phone_2":"2048980406","pipeline_2_members_only_ast":"","new_member_date_2":"2023-12-08","canceldate":"2018-04-17","cpa_certification":"CPM","no_email_solicitation":"False","area_code":"204","time_zone":"3","language":"English","intcode":"06","pipeline_1_lapsed_members":"","individual_id":"231530","cert_status":"ACTIVE","blocnote":"June 11 2025 vm  June 17 2025 vm  June 19 2025 vm\r\nJune 25 2025 vm  JUne 26 2025 vm","nonactive_reason":"AST->CAND\/PRO","paid_thru":"2026-11-30","old_do_id":"L25P02283","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2506898","temp_intcode_for_auto_old_int_code":"6","organization_id":"6150","last_conf_date_type":"2021-06-09","last_act_type":"2026-12-01","company_paid_thru":"2027-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2015-02-23","pf1_status":"P","pf1_completion_date":"2015-03-23","pf2_status":"P","pf2_completion_date":"2015-04-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-08-17","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ramliw_27@yahoo.com","pcl_completion_date_5":"2020-02-23","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","company_status":"A"}},"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","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"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","latest_paid_thru":"2022-06-30","company_paid_thru":"2022-06-30","corp_cancel_date":"2022-09-02","company_status":"I"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","old_do_id":"L25A02359","time_zone":"3","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","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.\n2026 May 08 contact declined to renew, no feedback given","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","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","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Gisele regarding her lapsed Associate membership with the National Payroll Institute. Gisele declined to provide feedback and stated that the membership is no longer applicable to her. The call ended politely without further engagement.","aitm_callsummarytitle":"Membership Lapse - No Renewal","onesentencenotrenewed":"Not applicable anymore.","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_c0cd8c4c16bd7b7f569ef57756c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c0cd8c4c16bd7b7f569ef57756c","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8714","email":"karkirajendra9@gmail.com","first_name":"Rajendra","last_name":"Karki","phone":"6049614836","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500338","province":"BC","full_name":"Rajendra Karki","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"231022","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00144","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-11-02","cpa_certification":"PCP","new_member_date_2":"2017-09-07","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"21","blocnote":"May 13 2025 survey completed . He said that he received an email saying his membership was cancelled but he is willing to become a member again.\r\nSent associate and professional membership emails.","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T13:32:00-04:00","sendapplicationform":"2025-05-13T17:31:00-04:00","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":"No","npichallenges":"Yes","npichallengesspecify":"I wanted to continue but my membership was cancelled.","expectationsnotmet":"Yes","expectationsnotmetspecify":"I expected more support.","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"It was hard to log on.","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","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"LB2500338","temp_intcode_for_auto_old_int_code":"21","phone_2":"6049614836","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2015-03-02","pf1_status":"P","pf1_completion_date":"2017-12-03","pf2_status":"P","pf2_completion_date":"2018-11-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-12-14","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"karkirajendra9@gmail.com","pcl_completion_date_5":"2020-03-02","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no direct contact made\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 voicemail reached, no live contact\n2026 May 13 call reached voicemail - no conversation\n2026 May 13 voicemail reached - contact missed the call\n2026 May 15 voicemail reached - no live contact\n2026 May 15 voicemail reached, contact Neil Gregory did not answer live call","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:47-04:00","temp_do_id_for_auto_old_do_id":"L25A02276","temp_intcode_for_auto_old_int_code":"6","phone_2":"6045127020","last_act_type":"2021-01-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mehulsinh@hotmail.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:31:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached voicemail and the contact, Neil Gregory, returned the call later, apologizing for missing the initial call.","aitm_callsummarytitle":"Voicemail reached, no live contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bf6a31f28188e6e1eaa290257ed","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bf6a31f28188e6e1eaa290257ed","mini_nps":"3"}},"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","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":"2026-04-30","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","latest_paid_thru":"2027-02-28","last_infoline_date_type":"2026-02-16"}},"seriesid":"163"}
{"contact":{"id":"29327","email":"natasha.denty@gmail.com","first_name":"Natasha","last_name":"Denty","phone":"7096314614","orgname":"Conception Bay South","customer_acct_name":"Conception Bay South","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0358","full_name":"Natasha Denty","members_type":"AST","city_1":"St. John's","province":"NL","language":"English","phone_2":"7096314614","lead_status":"Renewed APX","new_member_date_2":"2024-10-22","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"221838","no_email_solicitation":"False","time_zone":"1","intcode":"05","blocnote":"May 4 2026 no answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T09:49:00-04:00","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":"AST0358","last_engaged_date":"2025-09-16","member_september":"1","temp_intcode_for_auto_old_int_code":"05","last_infoline_date_type":"2026-02-17","last_act_type":"2026-04-23","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2026-05-04","pcl_status":"P","pcl_completion_date":"2024-01-22","pf1_status":"P","pf1_completion_date":"2026-01-21","number_of_passed_courses":"2","old_int_code":"99","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:11-05:00","pf2_status":"E","npi_email_temp":"natasha.denty@gmail.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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":"7672","email":"sbertulli12@gmail.com","first_name":"Shari","last_name":"Bertulli","phone":"9053530732","orgname":"CWD Ltd.","customer_acct_name":"CWD Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02406","full_name":"Shari Bertulli","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2020-10-09","individual_id":"226495","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502243","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","members_type":"AST","new_member_date_2":"2020-10-09","no_email_solicitation":"FALSE","intcode":"16","blocnote":"May  12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm\n2026 May 08 call reached automated system, unable to find contact Shari in directory, call ended after max duration\n2026 May 11 call ended without reaching Shari, only automated directory interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:47-04:00","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25A02406","temp_intcode_for_auto_old_int_code":"16","phone_2":"9056216052","last_act_type":"2020-10-21","pcl_status":"P","pcl_completion_date":"2014-10-14","pf1_status":"P","pf1_completion_date":"2014-12-22","pf2_status":"F","pf2_completion_date":"2021-02-21","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"sbertulli12@gmail.com","pcl_completion_date_5":"2019-10-14","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent attempted to reach Shari by navigating through an automated phone directory but was unable to find the contact. After multiple attempts to enter the name, the call ended without reaching a human or completing the intended task.","aitm_callsummarytitle":"Unable to Reach Contact via 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","session_id":"call_199c87e63fb0401cd95ad03164d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_199c87e63fb0401cd95ad03164d","number_of_calls_reached":"2"}},"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","latest_paid_thru":"2021-11-30"}},"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","latest_paid_thru":"2022-08-31"}},"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":"2026-04-05","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","npi_email_temp":"saadia_mohammed@msn.com","pcl_completion_date_5":"2016-10-12","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30"}},"seriesid":"163"}
{"contact":{"id":"5648","email":"ntremblay@stsaguenay.com","first_name":"Nadia","last_name":"Tremblay","phone":"4185453683","orgname":"Soci\u00e9t\u00e9 de Transport du Saguenay","customer_acct_name":"Soci\u00e9t\u00e9 de Transport du Saguenay","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01825","province":"QC","extension_phone_1":"6403","full_name":"Nadia Tremblay, CPA,CGA","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2020-12-16","domain_1":"stsaguenay.com","attended_webinar":"No","lapsed_expiration_date":"2022-02-02","individual_id":"295940","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501649","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"15 juillet 2025 n'est plus a l'emploie depuis quelques ann\u00e9es","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T11:01:00-04:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O01825","temp_intcode_for_auto_old_int_code":"16","organization_id":"295938","last_act_type":"2020-12-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ntremblay@stsaguenay.com","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"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":"2023-02-01","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","latest_paid_thru":"2022-09-30"}},"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":"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"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":"2026-04-23","last_conf_date_type":"2026-06-02","last_act_type":"2026-04-23","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","npi_email_temp":"rgounder@hotmail.ca","pcl_completion_date_5":"2018-12-17","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"10240","email":"crystal.mh@btdh.ca","first_name":"Crystal","last_name":"Horse","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, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01479","full_name":"Crystal Mountain Horse","language":"English","origin":"Lapsed Spring 2024","domain_1":"btdh.ca","individual_id":"283006","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502474","time_zone":"4","province":"AB","members_type":"CORP","phone_2":"4033802923","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"13 March 2025 VM\r\n25 March 2025 Not at the office call back - she is the only one responsible for the membership\r\n01 April 2025 In a meeting\r\n08 April 2025 VM  Apr 10 2025 not available\r\nMay 6 2025 not in  AUg 11 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T12:22:00-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25O01479","temp_intcode_for_auto_old_int_code":"6","organization_id":"10087","pds_august":"2","pds_september":"2","last_act_type":"2024-01-26","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"crystal.mh@btdh.ca","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","company_paid_thru":"2023-11-30","corp_cancel_date":"2024-02-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"11381","email":"patricia.claxton@rocketmail.com","first_name":"Patricia","last_name":"Claxton","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503978","full_name":"Patricia Claxton","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2010-10-28","domain_1":"rocketmail.com","lapsed_expiration_date":"2022-12-02","individual_id":"173144","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002545","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","paid_thru":"2022-09-30","new_member_date_2":"2010-10-28","temp_do_id_for_auto_old_do_id":"LB2503978","temp_intcode_for_auto_old_int_code":"21","phone_2":"5193744119","last_infoline_date_type":"2018-06-14","last_act_type":"2023-04-28","pcl_status":"P","pcl_completion_date":"2011-03-10","pf1_status":"P","pf1_completion_date":"2011-07-28","pf2_status":"P","pf2_completion_date":"2011-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-08-04","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"patricia.claxton@rocketmail.com","pcl_completion_date_5":"2016-03-10","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"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, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jackie Vas","lead_status":"Lapsed Member","members_type":"AST","city_1":"Taber","province":"AB","phone_2":"4033809766","do_id":"L25A03042","pipeline_2_members_only_ast":"","new_member_date_2":"2025-03-04","canceldate":"2026-05-02","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":"May 4 2026 vm  May 6 2026 vm\r\nMay 12 2026 vm  May 15 2026 vm\r\nMay 25 2026 vm, June 2 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-02T10:20:00-04:00","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":"06","language":"English","pipeline_1_lapsed_members":"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":"L25A03042","sendjuneemail":"2025-04-10T22:21:00-04:00","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2023-06-29","last_act_type":"2025-04-03","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","latest_paid_thru":"2026-02-28","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","old_do_id":"AST1840","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:41-04:00","number_of_call_attempts":"8","number_of_total_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 contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5ce0c422254141f0cc90c16462f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5ce0c422254141f0cc90c16462f"}},"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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"10727","email":"liannediongapp@gmail.com","first_name":"Lianne","last_name":"Dion-Gapp","phone":"2048715411","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Lianne Dion-Gapp","language":"English","origin":"Lapsed Spring 2024","individual_id":"309504","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2503651","members_type":"CAND","province":"MB","area_code":"204","time_zone":"3","phone_2":"2048715411","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\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":"2027-03-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T16:40:00-05:00","new_member_date_2":"2026-04-24","temp_do_id_for_auto_old_do_id":"L25C06387","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-04-24","pcl_status":"F","pcl_completion_date":"2022-12-25","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"liannediongapp@gmail.com","pcl_completion_date_5":"2027-12-25","date_of_renewal_identification":"2026-04-25","old_int_code":"6","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"31228","email":"maasamy@hotmail.com","first_name":"Amy","last_name":"Maas-Cormier","phone":"8073431127","orgname":"Synergy North","customer_acct_name":"Synergy North","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Amy Maas-Cormier","lead_status":"Lapsed Member","members_type":"AST","city_1":"Thunder Bay","province":"ON","phone_2":"8072528366","do_id":"L25A02760","pipeline_2_members_only_ast":"","new_member_date_2":"2016-05-12","canceldate":"2026-01-06","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","area_code":"807","time_zone":"2","language":"English","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"243305","pds_may":"1","cert_status":"WITHDRAWN_CPE","blocnote":"8073431126\r\nDec 9 2025 vm  Dec 15 2025 vm\n2026 Mar 02 call reached voicemail, no message left\n2026 Mar 02 call reached voicemail, no contact made\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 11 call reached voicemail, no contact made","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":"L25A02760","temp_intcode_for_auto_old_int_code":"6","pds_september":"1","last_infoline_date_type":"2021-04-30","last_act_type":"2025-04-24","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:44-04:00","pcl_status":"P","pcl_completion_date":"2017-09-17","pf1_status":"P","pf1_completion_date":"2019-01-14","pf2_status":"P","pf2_completion_date":"2019-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-01-09","number_of_passed_courses":"4","pds_october":"1","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-29","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","old_do_id":"AST1757","npi_email_temp":"maasamy@hotmail.com","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","pcl_completion_date_5":"2022-09-17","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"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":"2024-11-01","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","latest_paid_thru":"2022-08-31"}},"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, AI Contacts sent to TM 2026, 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":"2023-01-12","last_act_type":"2025-02-12","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","latest_paid_thru":"2026-10-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:49:00-04:00","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":"06","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","temp_intcode_for_auto_old_int_code":"06","pds_september":"3","last_act_type":"2025-12-18","telemarketing_call_date":"2026-05-06","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":"99","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","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7232","email":"mwagner@ifse.ca","first_name":"Michelle","last_name":"Pinnock","phone":"9053660826","orgname":"IFSE Institute of Financial Services Education Inc.","customer_acct_name":"IFSE Institute of Financial Services Education Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02386","full_name":"Michelle Pinnock","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-03-07","domain_1":"ifse.ca","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502055","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"83331","canceldate":"2020-02-04","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2014-03-07","no_email_solicitation":"False","pds_march":"8","cert_status":"WITHDRAWN","intcode":"15","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm\n2026 May 08 contact answered and started survey but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:50-04:00","organization_id":"296024","pds_july":"8","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25A02386","temp_intcode_for_auto_old_int_code":"15","pds_august":"8","phone_2":"4165571721","pds_september":"8","last_infoline_date_type":"2021-07-21","last_act_type":"2022-02-16","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"mwagner@ifse.ca","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Michelle and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. Michelle agreed to answer questions about her membership experience, and the agent began the survey by asking the first question about her initial value for joining NPI. The call ended shortly after the first question was asked.","aitm_callsummarytitle":"Call started survey with Michelle about lapsed membership","notrenewedwanttorenew":"No","mini_nps":"3","initialvalue":"Help with Complex","age_range":"Preferred not to say","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cf7fd53b5a2bf7276e4d3c746e7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cf7fd53b5a2bf7276e4d3c746e7","number_of_calls_reached":"1","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"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":"59370.0","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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"7428","email":"tire2002@hotmail.com","first_name":"Tianwei","last_name":"Zhao","phone":"7789876989","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07537","full_name":"Tianwei Zhao","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"257503","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503457","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"BC","time_zone":"5","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2017-10-25","temp_do_id_for_auto_old_do_id":"L25C07537","phone_2":"7789876989","last_act_type":"2020-04-08","pcl_status":"P","pcl_completion_date":"2018-03-21","pf1_status":"P","pf1_completion_date":"2018-06-10","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"tire2002@hotmail.com","pcl_completion_date_5":"2023-03-21","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"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":"2021-12-01","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","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"31171","email":"amgolinvaux@csem.qc.ca","first_name":"Anne-Marie","last_name":"Golinvaux","phone":"5143846840","orgname":"Commission des Services \u00c9lectriques de Montr\u00e9al","customer_acct_name":"Commission des Services \u00c9lectriques de Montr\u00e9al","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Anne-Marie Golinvaux","lead_status":"Lapsed Member","members_type":"AST","city_1":"Montr?al","province":"QC","phone_2":"4506359742","do_id":"L25A03048","new_member_date_2":"2025-03-06","canceldate":"2026-05-02","no_email_solicitation":"False","area_code":"450","time_zone":"2","language":"French","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"293851","paid_thru":"2026-02-28","extension_phone_1":"266","temp_do_id_for_auto_old_do_id":"L25A03048","last_act_type":"2025-12-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amgolinvaux@csem.qc.ca","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","old_do_id":"AST1700","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:00-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Anne-Marie and confirmed the identity but the user response was inaudible and the call ended due to inactivity without further conversation or task completion.","aitm_callsummarytitle":"Call ended due to inactivity after identity confirmation","blocnote":"2026 May 08 call started but ended due to inactivity, no clear conversation","notrenewedwanttorenew":"No","intcode":"15","npi_voicemaildetection":"No","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"15","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f8b2c5c5a3eda6d2c042197a02f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f8b2c5c5a3eda6d2c042197a02f","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"31242","email":"lisa_p_moore@hotmail.com","first_name":"Lisa","last_name":"Moore","phone":"4034551651","orgname":"Calgary Alpha House Society","customer_acct_name":"Calgary Alpha House Society","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Lisa Moore","lead_status":"Member","members_type":"AST","city_1":"Calgary","province":"AB","phone_2":"4036602759","do_id":"AST1771","pipeline_2_members_only_ast":"Pre-membership expiration","new_member_date_2":"2024-05-03","canceldate":"2021-07-03","no_email_solicitation":"False","pds_march":"1","area_code":"403","time_zone":"4","blocnote":"30 April 2025 Can't attend - she has no time","dhmsfin_telemarketing_last_contacted_date":"2025-05-05T18:04:00-04:00","intcode":"11","nationalconferenceattend":"No","language":"English","pipeline_1_lapsed_members":"","individual_id":"250915","pds_may":"1","old_int_code":"2","pds_july":"1","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST1771","temp_intcode_for_auto_old_int_code":"11","pds_september":"1","last_infoline_date_type":"2026-01-19","last_act_type":"2026-01-19","telemarketing_call_date":"2025-05-05","pcl_status":"P","pcl_completion_date":"2024-08-05","pf1_status":"F","pf1_completion_date":"2026-04-21","pf2_status":"P","pf2_completion_date":"2019-06-02","number_of_passed_courses":"2","pds_october":"1","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:03-05:00","pds_november":"1","npi_email_temp":"lisa_p_moore@hotmail.com","apx_entered_date":"2026-03-16","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30"}},"seriesid":"163"}
{"contact":{"id":"5592","email":"cally@stanleydoor.ca","first_name":"Cally","last_name":"Dubrofsky","phone":"5143554877","orgname":"Dusco Doors Ltd.","customer_acct_name":"Dusco Doors Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01589","province":"QC","extension_phone_1":"126","full_name":"Cally Dubrofsky","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-10-25","domain_1":"stanleydoor.ca","attended_webinar":"No","lapsed_expiration_date":"2022-12-02","individual_id":"282297","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501622","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T11:48:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01589","temp_intcode_for_auto_old_int_code":"6","organization_id":"282234","last_infoline_date_type":"2020-05-02","last_act_type":"2021-11-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cally@stanleydoor.ca","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"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","latest_paid_thru":"2022-07-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"251863","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:06:00-04:00","sendaprilemail":"Yes","sendpreexpirationemail":"2025-04-28T13:34:00-04:00","nationalconferenceattend":"No","intcode":"06","pipeline_1_lapsed_members":"Renewed lapsed","old_int_code":"99","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":"06","last_infoline_date_type":"2023-10-31","last_conf_date_type":"2025-06-04","last_act_type":"2026-04-03","telemarketing_call_date":"2026-05-01","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","latest_paid_thru":"2026-12-31"}},"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","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10172","email":"llo@kdckdc.com","first_name":"Leona","last_name":"Lo","phone":"6047659306","orgname":"IREP Education","customer_acct_name":"IREP Education","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500507","province":"BC","full_name":"Leona Lo","language":"English","origin":"2023 lapsed Members","domain_1":"kdckdc.com","lapsed_expiration_date":"2022-06-02","individual_id":"287506","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00243","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 20 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2925 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:01:00-05:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-03-31","new_member_date_2":"2020-04-15","temp_do_id_for_auto_old_do_id":"LB2500507","temp_intcode_for_auto_old_int_code":"6","phone_2":"6047659306","last_act_type":"2022-08-31","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"P","pf1_completion_date":"2020-09-28","pf2_status":"P","pf2_completion_date":"2020-10-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-10-02","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"llo@kdckdc.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","old_do_id":"L25A02279","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","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":"01","blocnote":"May 22 2025 vm\r\nAug 8 2025 vm\r\nLN Oct 8 2025 number not in service\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 contact no longer working in payroll, declined renewal","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","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":"01","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":"06","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","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:23-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Eileen to discuss her lapsed Associate membership with the National Payroll Institute. Eileen answered the survey questions but declined to renew her membership, stating she is no longer working in payroll. The call ended politely with no further action taken.","aitm_callsummarytitle":"Membership Non-Renewal - 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","session_id":"call_b8d164300ba0b1d99c3de2bfe32","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b8d164300ba0b1d99c3de2bfe32","mini_nps":"4","onesentencenotrenewed":"No longer working in payroll.","initialvalue":"Stay Current","age_range":"61+","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2025-11-30"}},"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":"TMAI","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\n2026 May 08 call went to voicemail, no message left\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no direct contact with Xin\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call went to voicemail, no message left\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made.","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"252277","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:46-04:00","old_do_id":"LB2506180","nonactive_reason":"AST->CAND\/PRO","lead_status":"Lapsed Member","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25A03106","temp_intcode_for_auto_old_int_code":"6","cert_status":"WITHDRAWN_CPE","cpa_certification":"PCP","extension_phone_1":"288","last_infoline_date_type":"2023-10-10","last_act_type":"2026-04-05","date_of_renewal_identification":"","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":"L25A03106","npi_email_temp":"luxin1818@yahoo.com","pcl_completion_date_5":"2022-07-30","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","ln_entered_date":"2026-05-03","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:40-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached voicemail and no conversation with a human took place.","aitm_callsummarytitle":"Call reached voicemail, no contact made","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5b51e3d5022f6f3ea636ac33686","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5b51e3d5022f6f3ea636ac33686","mini_nps":"3","onesentencenotrenewed":"No contact was made as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine other benefits.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"31282","email":"pscott_5@hotmail.ca","first_name":"Dennine","last_name":"Scott","phone":"7054350377","orgname":"Aces Recruitment for ALP","customer_acct_name":"Aces Recruitment for ALP","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Dennine Scott, PCP","members_type":"PRO","city_1":"Everett","province":"ON","phone_2":"7052502473","pipeline_2_members_only_ast":"","new_member_date_2":"2021-05-04","area_code":"705","time_zone":"2","language":"English","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"278269","blocnote":"June 11 2025 vm  June 177 2025 vm\r\nJune 19 2025 vm  June 25 2025 vm","nonactive_reason":"AST->CAND\/PRO","old_do_id":"LB2506853","lead_status":"Lapsed Member","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"L25P03184","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","cpa_certification":"PCP","extension_phone_1":"3905","last_infoline_date_type":"2022-03-28","last_act_type":"2026-04-05","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2019-09-30","pf1_status":"P","pf1_completion_date":"2019-11-18","pf2_status":"P","pf2_completion_date":"2019-12-03","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":"pscott_5@hotmail.ca","pcl_completion_date_5":"2024-09-30","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","do_id":"L25P03184","ln_entered_date":"2026-06-02"}},"seriesid":"163"}
{"contact":{"id":"9428","email":"huaxivy2018@gmail.com","first_name":"Hua","last_name":"Xiang","phone":"4387280326","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":"L25C08338","full_name":"Hua Xiang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304974","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503194","members_type":"CAND","province":"QC","area_code":"438","time_zone":"2","phone_2":"5146678856","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-03-19T15:29:00-04:00","blocnote":"Mar 12 2025 vm\r\nMar 19 2025 survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-19T11:45:00-04:00","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":"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 it to be less difficult to contact with different departments.","mini_nps":"5","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","canceldate":"2022-11-02","new_member_date_2":"2021-09-10","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25C08338","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2024-06-25","pcl_status":"F","pcl_completion_date":"2022-01-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"huaxivy2018@gmail.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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, TMAI","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":"15","blocnote":"May 12 2025 not available today\r\nJuly 15 2025 not in today\r\nLN Sept 25 2025 in a meeting\n2026 May 08 call reached Pearson, Norina not available, callback requested but not scheduled\n2026 May 11 call answered by Denise, did not reach Norina\n2026 May 13 call reached Norina, introduction made, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:08:24-04:00","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":"15","pds_august":"1","old_int_code":"03","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","latest_paid_thru":"2020-04-30","called_by":"Tri","aitm_status_called":"2026-05-13T14:08:24-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent successfully reached Norina and introduced herself, explaining the purpose of the call regarding Norina's lapsed Associate membership with the National Payroll Institute. The call was brief and ended shortly after the introduction without further questions or actions.","aitm_callsummarytitle":"Introduction and Membership Lapse Notification","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f21b9f9d1a32cf630bee75fa0a8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f21b9f9d1a32cf630bee75fa0a8","number_of_calls_reached":"3","company_paid_thru":"2020-04-30","corp_cancel_date":"2020-07-03","company_status":"I"}},"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":"2022-09-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tmacleod@gef.org","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"30355","canceldate":"2020-03-03","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"8","time_zone":"2","intcode":"31","blocnote":"May 1 2026 Survey completed email","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T13:40:00-04:00","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":"31","pds_september":"8","last_infoline_date_type":"2026-01-04","last_act_type":"2026-01-04","telemarketing_call_date":"2026-05-01","sendaigeneral":"2026-05-01T13:40:00-04:00","sendoctoberemail":"2025-10-16T14:25:07-04:00","sendaidate":"2026-05-01T13:40:30-04:00","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":"99","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","latest_paid_thru":"2026-12-31","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago","sendaiemail":"2026-05-01T13:40:29-04:00"}},"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, TMAI","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":"15","blocnote":"May 24 2025 vm\r\nAug 8 2025 vm\r\nLN Oct 9 2025 vm\n2026 May 08 voicemail reached, no live contact\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human answer\n2026 May 11 call disconnected early, no renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:42-04:00","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":"15","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","latest_paid_thru":"2020-05-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:21:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The call was very brief and did not progress beyond the initial greeting. The user responded but did not engage in the intended conversation about membership renewal or related topics.","aitm_callsummarytitle":"Brief call, no engagement","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_da6400a864eb94a3ad67f689a9b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_da6400a864eb94a3ad67f689a9b","mini_nps":"3","onesentencenotrenewed":"User did not engage in the conversation to discuss renewal.","initialvalue":"Other","othermemberbenefit":"User did not specify any benefits due to short call","old_int_code":"6","astotherreasonsnottorenew":"User did not provide a clear reason for not renewing due to short call.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"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":"2023-04-07","last_act_type":"2023-04-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ldaymond@strongco.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9533","email":"bernadine_sanchez@eisai.com","first_name":"Bernadine","last_name":"Sanchez","phone":"2017462027","orgname":"Eisai Inc.","customer_acct_name":"Eisai Inc.","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02203","full_name":"Bernadine Sanchez","language":"English","origin":"Lapsed Spring 2024","domain_1":"eisai.com","individual_id":"219173","area_code":"201","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502376","time_zone":"2","province":"NJ","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-12-02","new_member_date_2":"2022-10-12","no_email_solicitation":"FALSE","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 Call cannot be completed\r\n29 April 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction","paid_thru":"2023-09-30","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:48-04:00","temp_do_id_for_auto_old_do_id":"L25A02203","temp_intcode_for_auto_old_int_code":"6","phone_2":"9083777179","last_infoline_date_type":"2022-10-21","last_conf_date_type":"2020-06-17","last_act_type":"2022-10-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bernadine_sanchez@eisai.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:22-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","aitm_callsummarytitle":"Voicemail reached, no human answer","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7e344ac56cd890b6fabfbacaf3a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7e344ac56cd890b6fabfbacaf3a"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"7733","email":"sooriya17@hotmail.com","first_name":"Sooriyaprabah","last_name":"Ethirweerasingam","phone":"6479975789","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503042","full_name":"Sooriyaprabah Ethirweerasingam","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2012-09-19","individual_id":"206159","region":"CDN","lead_status":"Refused","old_do_id":"C17613","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":"","paid_thru":"2021-08-31","new_member_date_2":"2012-09-19","temp_do_id_for_auto_old_do_id":"LB2503042","temp_intcode_for_auto_old_int_code":"21","phone_2":"6479975789","last_act_type":"2022-01-31","pcl_status":"P","pcl_completion_date":"2013-03-27","pf1_status":"P","pf1_completion_date":"2013-04-25","pf2_status":"P","pf2_completion_date":"2013-08-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-02-08","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"sooriya17@hotmail.com","pcl_completion_date_5":"2018-03-27","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31"}},"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, AI Contacts sent to TM 2026, 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":"2026-05-20","last_conf_date_type":"2019-05-08","last_act_type":"2026-05-20","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","latest_paid_thru":"2027-02-28"}},"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":"2021-02-08","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","latest_paid_thru":"2021-02-28"}},"seriesid":"163"}
{"contact":{"id":"29803","email":"danvasivan@yahoo.com","first_name":"Daniela","last_name":"Ivanova","phone":"7804618333","orgname":"CASL Surface Technologies","customer_acct_name":"CASL Surface Technologies","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0649","full_name":"Daniela Ivanova","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7804824903","lead_status":"Renewed APX","new_member_date_2":"2005-09-15","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"93979","no_email_solicitation":"False","pds_march":"1","area_code":"780","time_zone":"4","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:35:00-04:00","intcode":"06","nationalconferenceattend":"Yes","pipeline_1_lapsed_members":"","pds_may":"1","old_int_code":"99","pds_july":"1","paid_thru":"2026-08-31","date_of_renewal_identification":"2025-08-08","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0649","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_infoline_date_type":"2021-12-02","last_act_type":"2025-01-08","telemarketing_call_date":"2026-05-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-12-18","number_of_passed_courses":"1","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:44-05:00","pds_november":"1","npi_email_temp":"danvasivan@yahoo.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"259476","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T15:11:00-04:00","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":"AST0580","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-08-12","telemarketing_call_date":"2026-05-01","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":"99","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","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"7654","email":"sboyko@tmlegal.ca","first_name":"Samantha","last_name":"Boyko","phone":"6139662620","orgname":"Templeman LLP","customer_acct_name":"Templeman LLP","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02037","full_name":"Samantha Boyko","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-07-12","domain_1":"tmlegal.ca","individual_id":"265012","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501864","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-06-30","temp_do_id_for_auto_old_do_id":"L25O02037","organization_id":"265011","members_type":"CORP","last_act_type":"2020-08-14","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T14:33:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sboyko@tmlegal.ca","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30","company_paid_thru":"2020-06-30","corp_cancel_date":"2020-09-02","company_status":"I"}},"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":"2026-12-01","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","npi_email_temp":"alonglan@sd83.bc.ca","pcl_completion_date_5":"2022-05-07","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"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, npiAlert1, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 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":"Pre-membership expiration","individual_id":"246965","canceldate":"2020-12-02","no_email_solicitation":"False","pds_march":"2","area_code":"905","time_zone":"2","intcode":"01","member_may":"9","last_login_date":"2025-05-09T08:59:04-04:00","blocnote":"June 1 2026 Survey completed sent webinar email. She said she did not use NPI service much because she did not get clear answers to her questions, so will not be renewing this year.","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T10:42:00-04:00","pipeline_1_lapsed_members":"","pds_may":"2","sendpreexpirationemail":"2026-06-01T10:42:00-04:00","mini_nps":"","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":"01","pds_september":"2","last_infoline_date_type":"2025-01-27","last_act_type":"2025-09-05","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":"06","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","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16","renewal_refusal_reasons":"Quality of service (e.g., not good enough answers from Infoline or membership teams, PDS content and resources are not up-to-date)"}},"seriesid":"163"}
{"contact":{"id":"7730","email":"michele.vujs@bestwestern.com","first_name":"Michele","last_name":"Vujs","phone":"6029575584","orgname":"Best Western International Inc","customer_acct_name":"Best Western International Inc","tags":"CSV imported, 250221 Lapsed, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02690","full_name":"Michele Vujs","language":"English","origin":"Lapsed Members 2022 Lapsed Members 2022","explicit_consent_date":"2018-02-09","domain_1":"bestwestern.com","individual_id":"260629","area_code":"602","region":"US","lead_status":"Lapsed Member","province":"AZ","lapsed_expiration_date":"2020-06-01","members_type":"AST","time_zone":"4","old_do_id":"LB2504122","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","new_member_date_2":"2018-02-09","no_email_solicitation":"False","intcode":"06","blocnote":"May 12 2025 The receptions said no one by the name Michele there\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T17:07:17-04:00","paid_thru":"2020-01-31","temp_do_id_for_auto_old_do_id":"L25A02690","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-05-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"michele.vujs@bestwestern.com","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31","called_by":"Tri","aitm_status_called":"2026-05-25T17:07:17-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went to voicemail immediately upon dialing.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"16","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4c138eca7204db72219608e4472","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4c138eca7204db72219608e4472","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"31317","email":"jenayewatson@outlook.com","first_name":"Jenaye","last_name":"Watson","phone":"4034220176","orgname":"Nitro Software Ltd.","customer_acct_name":"Nitro Software Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jenaye Watson, PCP","members_type":"PRO","city_1":"Nanton","province":"AB","phone_2":"4034220176","pipeline_2_members_only_ast":"","new_member_date_2":"2019-09-10","canceldate":"2018-05-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Apr 30 2025 vm may 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-08T15:50:00-04:00","intcode":"06","language":"English","pipeline_1_lapsed_members":"","individual_id":"207193","last_engaged_date":"2025-09-03","cert_status":"ACTIVE","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25P02233","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2505582","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2021-09-09","last_act_type":"2026-12-01","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2017-07-02","pf1_status":"P","pf1_completion_date":"2017-12-24","pf2_status":"P","pf2_completion_date":"2018-09-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-07-03","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jenayewatson@outlook.com","pcl_completion_date_5":"2022-07-02","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"28776","email":"adedayo.adegbenle@lr.org","first_name":"Adedayo","last_name":"Adegbenle","phone":"7133245532","orgname":"Lloyd's Register Americas","customer_acct_name":"Lloyd's Register Americas","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":"L25A03021","full_name":"Adedayo Adegbenle","members_type":"AST","city_1":"Richmond","province":"TX","language":"English","phone_2":"7133245532","lead_status":"Lapsed Member","new_member_date_2":"2023-01-27","pipeline_2_members_only_ast":"","individual_id":"321121","no_email_solicitation":"False","area_code":"713","time_zone":"3","intcode":"02","blocnote":"Oct 14 2025 vm  Oct 27 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 contact answered, interested in renewal, email sent with application form","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:44-04:00","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","temp_do_id_for_auto_old_do_id":"L25A03021","temp_intcode_for_auto_old_int_code":"02","last_infoline_date_type":"2025-05-09","last_act_type":"2025-05-09","telemarketing_call_date":"2025-10-27","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:34-05:00","npi_email_temp":"adedayo.adegbenle@lr.org","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST0009","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent contacted Adedayo to discuss her lapsed Associate membership with the National Payroll Institute. Adedayo answered the survey questions, expressed interest in renewing, and agreed to receive an email with the membership application form, which was sent during the call.","aitm_callsummarytitle":"Membership Renewal Interest Confirmed","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_512d860d0f3afeefe402416314e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_512d860d0f3afeefe402416314e","mini_nps":"3","sendapplicationform":"2026-05-11T11:10:00-04:00","initialvalue":"Help with Complex","age_range":"46-60","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"9566","email":"miriamducharme@gmail.com","first_name":"Miriam","last_name":"Ducharme","phone":"5192556100","orgname":"The Corporation of the City of Windsor","customer_acct_name":"The Corporation of the City of Windsor","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, WRA250416","ip4":"127.0.0.1","fields":{"full_name":"Miriam Ducharme, PLP,CHRP, CHRL","language":"English","origin":"Lapsed Spring 2024","individual_id":"62589","region":"CDN","lead_status":"Not Relevant","last_engaged_date":"2024-11-22","old_do_id":"L25A01763","members_type":"PRO","province":"ON","area_code":"519","time_zone":"2","phone_2":"5196302214","pipeline_1_lapsed_members":"","new_member_date_2":"2025-07-21","city_1":"Windsor","date_of_renewal_identification":"2025-10-08","pipeline_2_members_only_ast":"","nonactive_reason":"AST->CAND\/PRO","member_april":"AST","found":"DO4 Email","canceldate":"2023-12-02","cpa_certification":"CPM","cert_status":"ACTIVE","pds_april":"4","zerobounce_reason":"valid","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\n30 April 2025 VM\r\n05 September 2025 Survey completed","email2":"mducharme@citywindsor.ca","pds_may":"4","sendaprilemail":"Yes","sendjuneemail":"2025-06-09T15:04:00-04:00","sendmayemail":"2025-06-09T15:04:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:16:00-04:00","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","othermemberbenefit":"the only way to be a payroll professional is through NPI","age_range":"46 to 60 years","sendapplicationform":"2025-09-05T14:06:00-04:00","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","selfpayrollproficiency":"Advance","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2506475","temp_intcode_for_auto_old_int_code":"99","pds_august":"4","extension_phone_1":"6205","old_int_code":"2","pds_september":"4","last_act_type":"2025-11-19","number_of_passed_courses":"0","pds_october":"4","organization_id":"8642","trc":"False","wera":"False","pds_november":"4","company_paid_thru":"2026-11-30","npi_email_temp":"miriamducharme@gmail.com","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","company_status":"A"}},"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":"224147.0","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","latest_paid_thru":"2021-02-28"}},"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":"2024-03-12","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","latest_paid_thru":"2023-08-31"}},"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","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"7122","email":"meganspencer24@hotmail.com","first_name":"Megan","last_name":"Spencer","phone":"9492502500","orgname":"Edwards Lifesciences","customer_acct_name":"Edwards Lifesciences","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02509","full_name":"Megan Spencer","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-10-16","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502061","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"229675","canceldate":"2020-10-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2014-10-16","no_email_solicitation":"False","pds_march":"1","cert_status":"PENDING","intcode":"0","blocnote":"12 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM\n2026-05-08 Dial no answer, phone: +19058196906\n2026 May 08 reached voicemail, no human contact\n2026-05-11 Dial no answer, phone: +19058196906\n2026 May 11 voicemail reached, no contact with Megan\n2026 May 13 call reached Rina, Megan not available\n2026-05-15 Dial no answer, phone: +19058196906\n2026 May 15 call initiated but no conversation with Megan, call ended early\n2026 May 19 contact answered but Megan no longer works there, no new contact info","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:11:59-04:00","pds_july":"1","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25A02509","temp_intcode_for_auto_old_int_code":"08","pds_august":"1","phone_2":"9492502733","pds_september":"1","last_infoline_date_type":"2018-09-24","last_act_type":"2021-09-08","pcl_status":"P","pcl_completion_date":"2015-02-06","pf1_status":"P","pf1_completion_date":"2015-06-29","pf2_status":"P","pf2_completion_date":"2016-07-21","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","pds_november":"1","npi_email_temp":"meganspencer24@hotmail.com","pcl_completion_date_5":"2020-02-06","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31","called_by":"Tri","aitm_status_called":"2026-05-19T11:11:59-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","session_id":"call_4d5c8f25065ce023a2a1937d89a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4d5c8f25065ce023a2a1937d89a","npi_transcriptsummary":"The agent called to speak with Megan but was informed by the user that Megan no longer works there 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","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","mini_nps":"3","onesentencenotrenewed":"Contact not available, spoke to another person who said Megan is not there.","initialvalue":"Other","astotherreasonsnottorenew":"Contact not available","age_range":"Preferred not to say","number_of_calls_reached":"3"}},"seriesid":"163"}
{"contact":{"id":"7699","email":"shenry@mcmillan.com","first_name":"Scott","last_name":"Henry","phone":"6137891234","orgname":"McMillan & Assoc. Inc","customer_acct_name":"McMillan & Assoc. Inc","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01970","full_name":"Scott Henry","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"1999-10-01","domain_1":"mcmillan.com","individual_id":"228553","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501863","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01970","organization_id":"33414","pds_august":"1","members_type":"CORP","pds_september":"1","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T14:43:00-04:00","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":"shenry@mcmillan.com","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"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":"2023-08-03","last_act_type":"2023-08-03","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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"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","latest_paid_thru":"2025-07-31"}},"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":"2021-10-11","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","latest_paid_thru":"2022-06-30"}},"seriesid":"163"}
{"contact":{"id":"29767","email":"iffatfarhat@gmail.com","first_name":"Iffat","last_name":"Farhat","phone":"2262601135","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":"L25C05320","full_name":"Iffat Farhat","members_type":"CAND","city_1":"Belle River","province":"ON","language":"English","phone_2":"2262601135","lead_status":"Lapsed Member","new_member_date_2":"2024-05-02","pipeline_2_members_only_ast":"","time_zone":"2","individual_id":"325730","intcode":"01","blocnote":"LNC Nov 4 2025 She said she completed courses but not interested in renewing.","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T11:25:00-05:00","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-07-04","cert_status":"PENDING","area_code":"226","old_do_id":"AST0451","cpa_certification":"PCP","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25C05320","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-02-05","pcl_status":"P","pcl_completion_date":"2023-08-17","pf1_status":"P","pf1_completion_date":"2023-10-23","pf2_status":"P","pf2_completion_date":"2023-11-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-05-02","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":"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","date_of_renewal_identification":"","trc":"True","wera":"True","npi_email_temp":"iffatfarhat@gmail.com","pcl_completion_date_5":"2028-08-17","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"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","latest_paid_thru":"2022-08-31"}},"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":"AST","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":"AST03230","temp_intcode_for_auto_old_int_code":"99","cert_status":"WITHDRAWN_CPE","cpa_certification":"PCP","last_infoline_date_type":"2025-07-14","last_act_type":"2026-04-05","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":"AST03230","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","latest_paid_thru":"2026-12-31"}},"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","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"8788","email":"ragini26goel@gmail.com","first_name":"Ragini","last_name":"Goel","phone":"7789222619","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07364","full_name":"Ragini Goel","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"296525","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503363","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","province":"BC","time_zone":"5","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2021-01-11","temp_do_id_for_auto_old_do_id":"L25C07364","phone_2":"7789222619","last_act_type":"2021-10-01","pcl_status":"F","pcl_completion_date":"2021-05-03","number_of_passed_courses":"0","intcode":"16","blocnote":"LNC \/ 06 November 2025 Number not assigned","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T17:13:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"False","wera":"False","npi_email_temp":"ragini26goel@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"7723","email":"skelly@stjohnsairport.com","first_name":"Scott","last_name":"Kelly","phone":"7097588550","orgname":"St. John's International Airport Authority","customer_acct_name":"St. John's International Airport Authority","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01943","full_name":"Scott Kelly","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"1999-11-01","domain_1":"stjohnsairport.com","individual_id":"239339","area_code":"709","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501917","time_zone":"1","province":"NL","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01943","organization_id":"34845","pds_august":"1","members_type":"CORP","pds_september":"1","last_act_type":"2020-12-15","intcode":"10","blocnote":"LN Oct 20 2025 Person who answered said wrong number.","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T10:46:00-04:00","temp_intcode_for_auto_old_int_code":"10","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"skelly@stjohnsairport.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"seriesid":"163"}
{"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":"31301","email":"otolentino@burnac.com","first_name":"Obdulia","last_name":"Tolentino","phone":"4169643600","orgname":"Burnac Corporation","customer_acct_name":"Burnac Corporation","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Obdulia Tolentino, PCP","members_type":"PRO","city_1":"Toronto","province":"ON","phone_2":"6474000445","pipeline_2_members_only_ast":"","new_member_date_2":"2009-02-20","area_code":"647","time_zone":"2","language":"English","intcode":"06","pipeline_1_lapsed_members":"","individual_id":"141704","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":"L25P02274","lead_status":"Not Relevant","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2506757","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","cpa_certification":"PCP","extension_phone_1":"279","last_act_type":"2026-04-05","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2009-06-10","pf1_status":"P","pf1_completion_date":"2009-10-19","pf2_status":"P","pf2_completion_date":"2010-03-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-12-03","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"otolentino@burnac.com","pcl_completion_date_5":"2014-06-10","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"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","latest_paid_thru":"2026-11-30"}},"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, TMAI","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\n2026 May 08 wrong number, not Ceilidh","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","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","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called the number asking for Ceilidh, but the person who answered stated they were not Ceilidh and that the number was incorrect for the intended contact. The call ended shortly after with no further action taken.","aitm_callsummarytitle":"Wrong Number - Contact Not Reached","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4541230203c59b46da5d95b32a1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4541230203c59b46da5d95b32a1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29396","email":"clutic@outlook.com","first_name":"Charlene","last_name":"Lutic","phone":"4039687320","orgname":"Independent Contractor","customer_acct_name":"Independent Contractor","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0870","full_name":"Charlene Lutic","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4039687320","lead_status":"Renewed APX","new_member_date_2":"2019-01-22","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"271592","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"May 5 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T11:38:00-04:00","intcode":"06","nationalconferenceattend":"No","nationalconferencenotattendreason":"The dates are not convenient for me","pipeline_1_lapsed_members":"","old_int_code":"99","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST0870","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-09-24","last_conf_date_type":"2024-06-19","last_act_type":"2026-02-16","telemarketing_call_date":"2026-05-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"clutic@outlook.com","date_of_renewal_identification":"2026-02-19","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"10623","email":"lavenew@gmail.com","first_name":"Lavene","last_name":"Wang","phone":"6043645882","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":"L25C06338","full_name":"Lavene Wang","language":"English","origin":"Lapsed Spring 2024","individual_id":"309645","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-17","old_do_id":"LB2503656","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6043645882","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:36:00-05:00","intcode":"06","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2022-02-02","temp_do_id_for_auto_old_do_id":"L25C06338","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-12-01","pcl_status":"P","pcl_completion_date":"2022-04-24","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"11","trc":"True","wera":"False","npi_email_temp":"lavenew@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"44347","cpa_certification":"CPM","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 25 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:14:00-04:00","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":"2026-03-26","last_act_type":"2026-03-26","telemarketing_call_date":"2026-05-25","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","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"9435","email":"b.a.omar@hotmail.com","first_name":"Buthaina","last_name":"Omar","phone":"5194399451","orgname":"London Muslim Mosque","customer_acct_name":"London Muslim Mosque","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06598","extension_phone_1":"240","full_name":"Buthaina Omar","language":"English","origin":"Lapsed Spring 2024","individual_id":"280567","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502305","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"5196948191","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T18:06:00-04:00","blocnote":"12 March 2025 Only by e-mail","canceldate":"2023-11-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2023-08-31","new_member_date_2":"2019-09-12","temp_do_id_for_auto_old_do_id":"L25C06598","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-10-18","pcl_status":"P","pcl_completion_date":"2020-03-02","pf1_status":"P","pf1_completion_date":"2020-03-03","pf2_status":"P","pf2_completion_date":"2020-05-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-02-09","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"b.a.omar@hotmail.com","pcl_completion_date_5":"2025-03-02","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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":"2026-12-01","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","latest_paid_thru":"2026-06-30","company_status":"A"}},"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","latest_paid_thru":"2025-11-30"}},"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":"2021-07-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pjfails@aol.com","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"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":"2021-06-01","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","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"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","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9630","email":"tricia.boldt-virgin@arnprioraerospace.com","first_name":"Tricia","last_name":"Boldt-Virgin","phone":"6136231800","orgname":"Arnprior Aerospace Inc.","customer_acct_name":"Arnprior Aerospace 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":"L25O00365","province":"ON","extension_phone_1":"734","full_name":"Tricia Boldt-Virgin","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2016-01-14","domain_1":"arnprioraerospace.com","lapsed_expiration_date":"2023-03-02","individual_id":"111760","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00047","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 20 2025 No matching directory entry\r\nAug 6 2025 vm\r\nLN Oct 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T10:19:00-05:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00365","temp_intcode_for_auto_old_int_code":"6","organization_id":"121369","pds_august":"3","pds_september":"3","last_infoline_date_type":"2022-08-02","last_act_type":"2023-02-17","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"tricia.boldt-virgin@arnprioraerospace.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"31303","email":"dtoutant5@gmail.com","first_name":"Daven","last_name":"Toutant","phone":"4185294444","orgname":"Chrono Aviation Inc.","customer_acct_name":"Chrono Aviation Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"extension_phone_1":"1080","origin":"Lapsed 2024","explicit_consent_date":"2023-01-07","domain_1":"chronoaviation.com","attended_webinar":"No","lapsed_expiration_date":"2023-01-07","region":"QC","last_engaged_date":"2025-12-01","old_do_id":"AST1833","full_name":"Daven Toutant","lead_status":"Not Relevant","members_type":"PRO","city_1":"Nicolet","province":"QC","phone_2":"8196983609","pipeline_2_members_only_ast":"","new_member_date_2":"2025-03-11","canceldate":"2024-03-02","no_email_solicitation":"False","area_code":"819","time_zone":"2","date_of_renewal_identification":"2025-04-25","language":"French","intcode":"06","blocnote":"ai. 16 oct 2025 bv\r\n27 oct 2025 bv\r\n30 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:39:00-04:00","pipeline_1_lapsed_members":"","individual_id":"320294","email2":"dtoutant@chronoaviation.com","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"AST1833","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2026-01-30","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2025-05-16","pf1_status":"P","pf1_completion_date":"2025-07-16","pf2_status":"P","pf2_completion_date":"2025-09-23","number_of_passed_courses":"4","trc":"True","wera":"True","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:46-05:00","onesentencenotrenewed":"AST->CAND","cert_status":"ACTIVE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-01-08","pcp_we":"APPROVED","npi_email_temp":"dtoutant5@gmail.com","pcl_completion_date_5":"2030-05-16","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","cpa_certification":"SCP"}},"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, TMAI","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":"0","blocnote":"17 March 2025 No one by that name\n2026 May 08 call reached automated menu of Research Council Employees Association, no option for Laurette, call ended after max duration\n2026 May 11 Contact informed Laurette Ernst is retired.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:45-04:00","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":"08","temp_intcode_for_auto_old_int_code":"08","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","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called the Research Council Employees Association and reached Peter Hoover, who informed the agent that Laurette Ernst is retired. The agent ended the call after receiving this information.","aitm_callsummarytitle":"Contact informed intended person retired","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_676ce2cea1ad8c8ca08f49e00f6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_676ce2cea1ad8c8ca08f49e00f6","number_of_calls_reached":"2","onesentencenotrenewed":"Contact informed that the intended person, Laurette Ernst, is retired."}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"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":{"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":"2025-06-05","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","latest_paid_thru":"2024-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"Apr 30 2026 vm  May 22 2026 vm","pipeline_1_lapsed_members":"","pds_may":"8","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T10:13:00-04:00","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":"2026-04-22","last_conf_date_type":"2014-06-17","last_act_type":"2026-04-22","telemarketing_call_date":"2026-05-22","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","latest_paid_thru":"2027-03-31"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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":{"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","latest_paid_thru":"2023-12-31"}},"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","latest_paid_thru":"2022-10-31"}},"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":"2022-03-02","last_conf_date_type":"2021-06-09","last_act_type":"2022-03-02","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"karentran16@me.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"28762","email":"shelleykyle@maxpkgsolutions.com","first_name":"Shelley","last_name":"Kyle","phone":"5193768310","orgname":"Bellwyck Packaging Inc. DBA Max Solutions Canada (PKG)","customer_acct_name":"Bellwyck Packaging Inc. DBA Max Solutions Canada (PKG)","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST0760","full_name":"Shelley Kyle","members_type":"AST","city_1":"Owen Sound","province":"ON","language":"English","phone_2":"5193710465","lead_status":"Renewed APX","new_member_date_2":"2010-06-07","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"170693","no_email_solicitation":"False","pds_march":"11","area_code":"519","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm\r\nMay 6 2026 vm\r\nMay 13 2026 vm\r\nMay 19 2026 vm\r\nMay 21 2026 vm\r\nMay 27 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-27T13:29:00-04:00","pipeline_1_lapsed_members":"","pds_may":"11","pds_july":"11","paid_thru":"2027-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"11","extension_phone_1":"241","temp_do_id_for_auto_old_do_id":"AST0760","temp_intcode_for_auto_old_int_code":"06","pds_september":"11","last_infoline_date_type":"2026-03-16","last_conf_date_type":"2013-06-18","last_act_type":"2026-04-30","telemarketing_call_date":"2026-05-27","number_of_passed_courses":"0","pds_october":"11","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:36-05:00","pds_november":"11","npi_email_temp":"shelleykyle@maxpkgsolutions.com","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","date_of_renewal_identification":"2026-05-03","old_int_code":"99"}},"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, 260522 Lapsed DEL","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","latest_paid_thru":"2023-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-27"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5705","email":"rguezzale@kdservices.ca","first_name":"Rim","last_name":"Guezzale","phone":"5146859505","orgname":"KD Services","customer_acct_name":"KD Services","tags":"CSV imported, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25O00203","province":"QC","full_name":"Rim Guezzale","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2022-01-17","domain_1":"kdservices.ca","attended_webinar":"No","lapsed_expiration_date":"2023-03-02","individual_id":"309068","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","old_do_id":"QNPIRETO00822","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-19T09:38:00-05:00","blocnote":"7 1 25 BV 9 1 25 BV ok 19 2 25 DEUXI?ME REFUS","notrenewedother":"Refused","pipeline_2_members_only_ast":"","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00203","temp_intcode_for_auto_old_int_code":"21","organization_id":"308986","last_infoline_date_type":"2022-08-31","last_act_type":"2022-08-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rguezzale@kdservices.ca","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7781","email":"tandries@iscappliedsystems.com","first_name":"Tatiana","last_name":"Andries","phone":"5147821400","orgname":"ISC Applied Systems Corp.","customer_acct_name":"ISC Applied Systems Corp.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01870","full_name":"Tatiana Andries","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2020-10-23","domain_1":"iscappliedsystems.com","individual_id":"294006","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502224","time_zone":"2","province":"QC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25O01870","organization_id":"294005","phone_2":"5143460577","members_type":"CORP","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T14:49:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tandries@iscappliedsystems.com","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","company_paid_thru":"2021-09-30","corp_cancel_date":"2021-12-02","company_status":"I"}},"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, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"May 4 2026 vm  May 6 2026 vm\r\nMay 8 2026 vm  May 12 2026 vm\r\nMay 15 2026 vm  May 21 2026 vm\r\nMay 27 2026 Line busy,June 2 2026 line busy","dhmsfin_telemarketing_last_contacted_date":"2026-06-02T10:14:00-04:00","intcode":"07","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":"07","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","latest_paid_thru":"2026-03-31","old_int_code":"6"}},"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","latest_paid_thru":"2024-01-31"}},"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":"2026-06-04","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","latest_paid_thru":"2025-12-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","intcode":"06","temp_do_id_for_auto_old_do_id":"L25A02414","temp_intcode_for_auto_old_int_code":"06","phone_2":"4168460179","last_infoline_date_type":"2020-04-12","last_act_type":"2020-04-12","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","latest_paid_thru":"2021-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:40-04:00","number_of_call_attempts":"8","number_of_total_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","old_int_code":"11","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_65031f28cc2bca7a6f3adfbd096","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_65031f28cc2bca7a6f3adfbd096","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"28823","email":"amuthiah@lindvest.com","first_name":"Angelo","last_name":"Muthiah","phone":"4166357575","orgname":"Geolin Services Ltd.","customer_acct_name":"Geolin Services Ltd.","tags":"payroll.ca visited, Member portal, 250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1015","full_name":"Angelo Muthiah","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"6475254593","lead_status":"Renewed APX","last_login_date":"2025-02-26T10:51:17-05:00","new_member_date_2":"2020-12-08","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"28071","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-14T11:07:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-04-30T18:46:00-04:00","blocnote":"Apr 30 2026 completed with only first email ( he is retiring soon so he doesn't need the certification)","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago","value_designation":"No","pipeline_1_lapsed_members":"Renewed lapsed","old_int_code":"06","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","extension_phone_1":"7660","temp_do_id_for_auto_old_do_id":"AST1015","temp_intcode_for_auto_old_int_code":"31","last_engaged_date":"2025-10-01","last_infoline_date_type":"2022-11-30","last_act_type":"2025-11-11","telemarketing_call_date":"2026-04-30","number_of_passed_courses":"0","date_of_renewal_identification":"2025-11-13","trc":"False","wera":"False","sendaidate":"2026-04-30T18:46:36-04:00","npi_email_temp":"amuthiah@lindvest.com","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","sendaigeneral":"2026-04-30T18:46:00-04:00","sendaiemail":"2026-04-30T18:46:36-04:00","email2":"","full_name_2":" "}},"seriesid":"163"}
{"contact":{"id":"10176","email":"borromeo_filipina@yahoo.com","first_name":"Filipina","last_name":"Daye","phone":"7808060700","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07534","full_name":"Filipina Daye","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293565","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503120","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":"2020-10-08","temp_do_id_for_auto_old_do_id":"L25C07534","phone_2":"7808060700","last_act_type":"2020-08-10","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-06-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"borromeo_filipina@yahoo.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"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","latest_paid_thru":"2022-12-31"}},"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","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"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":"2025-05-08","last_act_type":"2026-08-04","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","latest_paid_thru":"2027-05-31"}},"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":"264813","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":"2018-04-07","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","trc":"False","wera":"False","npi_email_temp":"capitaldept@canimlakeband.com","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30","company_paid_thru":"2020-06-30","corp_cancel_date":"2020-09-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10754","email":"xiyuhang312@gmail.com","first_name":"Yuhang","last_name":"Xi","phone":"5146557771","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":"Yuhang Xi","language":"English","origin":"Lapsed Spring 2024","individual_id":"321602","region":"CDN","lead_status":"Refused","old_do_id":"L25C06293","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5146557771","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T14:36:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2023-02-08","temp_do_id_for_auto_old_do_id":"L25C06293","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-02","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":"10","npi_email_temp":"xiyuhang312@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"29737","email":"jennifer.m1280@gmail.com","first_name":"Jennifer","last_name":"McDonald","phone":"2047746677","orgname":"Johnston Group","customer_acct_name":"Johnston Group","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Jennifer McDonald","members_type":"PRO","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2048033450","lead_status":"Not Relevant","new_member_date_2":"2022-05-12","pipeline_2_members_only_ast":"","individual_id":"195549","canceldate":"2016-04-02","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","area_code":"204","time_zone":"3","intcode":"06","blocnote":"Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T10:57:00-04:00","pipeline_1_lapsed_members":"","pds_may":"1","cert_status":"ACTIVE","pds_july":"1","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0938","temp_intcode_for_auto_old_int_code":"6","pds_september":"1","last_act_type":"2026-04-24","telemarketing_call_date":"2025-10-20","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2025-07-22","pf2_status":"P","pf2_completion_date":"2025-12-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-08-23","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"True","sendaidate":"2025-12-01T10:13:50-05:00","pds_november":"1","npi_email_temp":"jennifer.m1280@gmail.com","pcp_we":"APPROVED","old_do_id":"AST0938","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"8683","email":"allic81@icloud.com","first_name":"Allison","last_name":"Christensen","phone":"7055597483","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07389","full_name":"Allison Christensen, Student","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"296775","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503087","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":"L25C07389","phone_2":"7055597483","last_act_type":"2021-01-15","pcl_status":"P","pcl_completion_date":"2021-04-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"allic81@icloud.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"9515","email":"jaimip98@gmail.com","first_name":"Jaimi","last_name":"Patel","phone":"4036814881","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":"L25C06419","full_name":"Jaimi Patel","language":"English","origin":"Lapsed Spring 2024","individual_id":"309343","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503648","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6478932301","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","intcode":"06","blocnote":"12 March 2025 VM\r\n25 March 2025 Can be reached after 7 p.m.\r\n10 April 2025 Not available\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":"2025-12-08T16:10:00-05:00","new_member_date_2":"2022-01-25","temp_do_id_for_auto_old_do_id":"L25C06419","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-04-01","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-11-09","pf2_status":"F","pf2_completion_date":"2024-02-05","number_of_passed_courses":"2","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"jaimip98@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"7564","email":"bvereschagin@twose.ca","first_name":"Brianne","last_name":"Gagnon","phone":"7804529100","orgname":"TELUS World of Science - Edmonton","customer_acct_name":"TELUS World of Science - Edmonton","tags":"CSV imported, NPIdealed, WR250312, 250425 Renewed Lapsed, npiAlert14, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Brianne Gagnon","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"14-ao?t-15","domain_1":"twose.ca","area_code":"780","region":"CDN","lead_status":"Lapsed DEL","last_engaged_date":"2024-11-21","old_do_id":"LB2502163","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Renewed lapsed","members_type":"CORP","coidnewmbrdate":"2025-03-06","city_1":"Edmonton","phone_2":"7809209489","found":"DO4 Email","date_of_renewal_identification":"2026-05-26","organization_id":"348316","individual_id":"236300","temp_do_id_for_auto_old_do_id":"LB2504586","last_act_type":"2025-10-03","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":"LB2504586","npi_email_temp":"bvereschagin@twose.ca","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","company_status":"A"}},"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","latest_paid_thru":"2022-11-30"}},"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":"2023-05-06","last_act_type":"2025-02-05","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","latest_paid_thru":"2025-02-28"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"270189","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"807","time_zone":"2","intcode":"32","blocnote":"Apr 30 2026 completed with no emails sent( she said she knows everything about these resources and she can login whenever she needs more information)","dhmsfin_telemarketing_last_contacted_date":"2026-04-30T14:11:00-04:00","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":"32","last_infoline_date_type":"2024-07-26","last_act_type":"2026-01-13","telemarketing_call_date":"2026-04-30","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":"99","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","latest_paid_thru":"2026-11-30","resourceaware":"No","resourcevisitedselfreport":""}},"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, 260522 Lapsed DEL","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":"2026-05-28","old_int_code":"1","formatted_paid_thru":"31\/01\/2027","company_paid_thru":"2027-01-31","latest_paid_thru":"2027-01-31","company_status":"A"}},"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\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:49-04:00","intcode":"06","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A02689","temp_intcode_for_auto_old_int_code":"06","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","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:26:41-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately upon connection.","aitm_callsummarytitle":"Voicemail reached, no human answer","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"11","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_be6b1ab40ea5d916d5cea5c74b7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_be6b1ab40ea5d916d5cea5c74b7"}},"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":"2022-12-09","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","latest_paid_thru":"2022-07-31","company_paid_thru":"2022-07-31","corp_cancel_date":"2022-10-04","company_status":"I"}},"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","latest_paid_thru":"2023-03-31"}},"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","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2021-12-02","company_status":"I"}},"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":"2025-02-05","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":"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","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":"2023-04-01","last_act_type":"2026-04-29","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","latest_paid_thru":"2025-03-31"}},"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":"2024-07-11","last_act_type":"2024-07-11","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","latest_paid_thru":"2024-12-31"}},"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":"2026-05-25","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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"30796","email":"debbie.vogel@austinpowder.com","first_name":"Debbie","last_name":"Vogel","phone":"2164642400","orgname":"Austin Powder","customer_acct_name":"Austin Powder","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"285076","full_name":"Debbie Vogel","members_type":"CORP","do_id":"L25O00661","coidnewmbrdate":"2020-01-24","city_1":"Cleveland","province":"OH","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"216","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":"2025-11-10T11:37:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00661","temp_intcode_for_auto_old_int_code":"6","organization_id":"255770","last_infoline_date_type":"2022-08-02","last_act_type":"2022-08-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"debbie.vogel@austinpowder.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8761","email":"chenbinyu2016@gmail.com","first_name":"Chenbin","last_name":"Yu","phone":"2505743277","orgname":"Children's Circle Daycare Society","customer_acct_name":"Children's Circle Daycare Society","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06764","province":"BC","full_name":"Chenbin Yu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"303857","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500408","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":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25C06764","phone_2":"2505743277","last_act_type":"2022-01-31","pcl_status":"P","pcl_completion_date":"2021-10-10","pf1_status":"F","pf1_completion_date":"2022-07-17","pf2_status":"P","pf2_completion_date":"2022-07-24","number_of_passed_courses":"2","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 13 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:50:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"chenbinyu2016@gmail.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"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","latest_paid_thru":"2023-12-31"}},"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":"2022-01-12","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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"10699","email":"slisarenko.liliya@gmail.com","first_name":"Liliya","last_name":"Slisarenko","phone":"6476695182","orgname":"Accounting By Design","customer_acct_name":"Accounting By Design","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02234","full_name":"Liliya Slisarenko","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2010-03-29","lapsed_expiration_date":"2023-06-02","individual_id":"161721","members_type":"AST","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503971","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","cpa_certification":"PCP","new_member_date_2":"2010-03-29","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","province":"ON","time_zone":"2","paid_thru":"2023-03-31","blocnote":"Aug 13 2025 not interested\n2026 May 08 Agent reached Liliya but call ended early due to user being busy, no callback time provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:02-04:00","intcode":"15","temp_do_id_for_auto_old_do_id":"L25A02234","temp_intcode_for_auto_old_int_code":"15","phone_2":"6476695182","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-01-25","pf1_status":"P","pf1_completion_date":"2010-02-12","pf2_status":"P","pf2_completion_date":"2010-03-22","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":"slisarenko.liliya@gmail.com","pcl_completion_date_5":"2015-01-25","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:02-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Liliya and informed her about her lapsed Associate membership with the National Payroll Institute. Liliya indicated she was busy and unable to talk, but did not provide a specific callback time. The call ended without completing the survey or scheduling a callback.","aitm_callsummarytitle":"Call ended early due to user being busy","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"11","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_847f8eb4f3b9ef4664a99f4896d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_847f8eb4f3b9ef4664a99f4896d","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10255","email":"jenni426@gmail.com","first_name":"Jennifer","last_name":"Cake","phone":"8665515529","orgname":"Cargojet","customer_acct_name":"Cargojet","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07248","province":"ON","full_name":"Jennifer Cake","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"300754","area_code":"866","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500907","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":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25C07248","phone_2":"2898081497","last_act_type":"2021-04-29","pcl_status":"P","pcl_completion_date":"2021-09-05","pf1_status":"F","pf1_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jenni426@gmail.com","pcl_completion_date_5":"2026-09-05","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"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","latest_paid_thru":"2022-06-30","company_paid_thru":"2022-06-30","corp_cancel_date":"2022-09-02","company_status":"I"}},"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","latest_paid_thru":"2021-03-31","company_paid_thru":"2021-03-31","corp_cancel_date":"2021-06-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","new_member_date_2":"2020-08-14","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"306","time_zone":"3","language":"English","intcode":"06","pipeline_1_lapsed_members":"","individual_id":"291409","cert_status":"WITHDRAWN_CPE","blocnote":"May 11 2026 vm","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":"06","sendseptemail":"2025-09-23T11:55:00-04:00","sendaidate":"2025-12-01T10:14:31-05:00","email2":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:28:00-04:00","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","old_int_code":"31","last_act_type":"2025-06-08","telemarketing_call_date":"2026-05-11","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","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"9609","email":"blueicewater1220@hotmail.com","first_name":"Lili","last_name":"Xue","phone":"6049362930","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":"Lili Xue","language":"English","origin":"Lapsed Spring 2024","individual_id":"314771","region":"CDN","lead_status":"Refused","old_do_id":"LB2503671","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6049362930","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","intcode":"06","blocnote":"Mar 13 2025 vm  Mar 25 2025 vcm\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":"2025-10-08T12:02:00-04:00","paid_thru":"2023-08-31","new_member_date_2":"2022-09-19","temp_do_id_for_auto_old_do_id":"LB2504517","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":"2022-09-19","pcl_status":"P","pcl_completion_date":"2023-02-06","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2504517","npi_email_temp":"blueicewater1220@hotmail.com","pcl_completion_date_5":"2028-02-06","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"7644","email":"sbarneswork@gmail.com","first_name":"Sarah","last_name":"Barnes","phone":"6045988828","orgname":"Kwantlen Polytechnic University","customer_acct_name":"Kwantlen Polytechnic University","tags":"CSV imported, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Sarah Barnes","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2015-11-13","area_code":"778","region":"CDN","lead_status":"Not Relevant","old_do_id":"LB2507116","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"","canceldate":"2021-01-06","individual_id":"133298","cpa_certification":"CPM","cert_status":"WITHDRAWN","organization_id":"7994","members_type":"CORP","new_member_date_2":"2015-11-13","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2507116","pds_august":"1","phone_2":"7782375393","pds_september":"1","last_infoline_date_type":"2025-02-05","last_act_type":"2025-02-05","company_paid_thru":"2027-01-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2008-11-04","pf1_status":"P","pf1_completion_date":"2009-02-16","pf2_status":"P","pf2_completion_date":"2010-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-08-13","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"sbarneswork@gmail.com","pcl_completion_date_5":"2013-11-04","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30837","email":"jmcquaig76@gmail.com","first_name":"Jennifer","last_name":"McQuaig","phone":"2507187647","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":"331722","full_name":"Jennifer McQuaig","members_type":"CAND","do_id":"L25C00293","city_1":"Edmonton","province":"AB","language":"English","phone_2":"2507187647","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-11","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00293","last_act_type":"2024-11-01","pcl_status":"F","pcl_completion_date":"2024-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"LNC Nov26 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:01:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"jmcquaig76@gmail.com","pcl_completion_date_5":"2029-05-01","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
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{"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":"2026-06-02","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","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"31338","email":"yuanzhou95@yahoo.ca","first_name":"Yuan","last_name":"Zhou","phone":"6044755200","orgname":"Optimal Mechanical Solutions","customer_acct_name":"Optimal Mechanical Solutions","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yuan Zhou, PCP","members_type":"PRO","city_1":"Coquitlam","province":"BC","phone_2":"6044200028","pipeline_2_members_only_ast":"","new_member_date_2":"2009-08-13","area_code":"604","time_zone":"5","language":"English","intcode":"06","pipeline_1_lapsed_members":"","individual_id":"100253","blocnote":"June 11 2025 vm  June 17 2025 vm\r\njune 23 2025 vm  June 26 2025 vm","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02323","lead_status":"Not Relevant","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2507733","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2026-12-01","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"yuanzhou95@yahoo.ca","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"28826","email":"martingenereux@hotmail.com","first_name":"Martin","last_name":"G\u00e9n\u00e9reux","phone":"5142330032","orgname":"Kronos Canada Inc.","customer_acct_name":"Kronos Canada Inc.","tags":"250205 AST Members, npiAlert12, 250903 Update AST from Mem Portal, npiAlert16, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0515","full_name":"Martin G\u00e9n\u00e9reux","members_type":"AST","city_1":"Saint-Constant","province":"QC","language":"French","phone_2":"4506325638","lead_status":"Renewed APX","new_member_date_2":"2017-10-05","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"207326","canceldate":"2013-12-03","cpa_certification":"SCP","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN_CPE","sendjulyemail":"2025-07-17T16:07:00-04:00","blocnote":"12 nov 2025 completer","sendmayemail":"2025-11-12T15:08:00-05:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T15:08:17-05:00","full_name_2":" ","paid_thru":"2026-09-30","old_int_code":"31","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST0515","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2026-07-04","last_act_type":"2026-07-04","telemarketing_call_date":"2025-11-12","pcl_status":"P","pcl_completion_date":"2013-02-04","pf1_status":"P","pf1_completion_date":"2013-09-05","pf2_status":"P","pf2_completion_date":"2018-03-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-10-10","number_of_passed_courses":"4","extension_phone_1":"","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","sendaigeneral":"2025-11-12T15:08:00-05:00","sendnovemberemail":"2025-11-12T15:08:02-05:00","sendaidatefr":"2025-11-12T15:08:03-05:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"martingenereux@hotmail.com","pcl_completion_date_5":"2018-02-04","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"11365","email":"mincui2000@yahoo.ca","first_name":"Min","last_name":"Cui","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503961","full_name":"Min Cui","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2008-09-10","lapsed_expiration_date":"2022-11-02","individual_id":"135258","members_type":"PRO","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CLNPI002525","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-11-02","province":"BC","cpa_certification":"CPM","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":"2008-09-10","temp_do_id_for_auto_old_do_id":"LB2503961","temp_intcode_for_auto_old_int_code":"21","phone_2":"7782336688","last_infoline_date_type":"2017-08-21","last_act_type":"2023-01-03","pcl_status":"P","pcl_completion_date":"2008-10-21","pf1_status":"P","pf1_completion_date":"2008-11-12","pf2_status":"P","pf2_completion_date":"2008-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-03-06","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"mincui2000@yahoo.ca","pcl_completion_date_5":"2013-10-21","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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","latest_paid_thru":"2021-06-30"}},"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, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"do_id":"","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":"LB2503966","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","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"5610","email":"claude.bernard@alphonsebernard.ca","first_name":"Claude","last_name":"Bernard","phone":"4183647471","orgname":"Abca","customer_acct_name":"Abca","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00011","province":"QC","full_name":"Claude Bernard","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2020-02-13","domain_1":"alphonsebernard.ca","attended_webinar":"No","lapsed_expiration_date":"2023-04-04","individual_id":"285684","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00558","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T13:05:00-04:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00011","temp_intcode_for_auto_old_int_code":"6","organization_id":"285685","last_act_type":"2023-03-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"claude.bernard@alphonsebernard.ca","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"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":"2024-10-01","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","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"10726","email":"singh.pmanu@gmail.com","first_name":"Manu","last_name":"Singh","phone":"8007838577","orgname":"Foothills Creamery Ltd.","customer_acct_name":"Foothills Creamery 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":"L25C06970","province":"AB","full_name":"Manu Singh","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"291492","area_code":"800","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500036","time_zone":"2","members_type":"CAND","phone_2":"4036300010","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"17 March 2025 Not in the office - call him later\r\n31 March 2025 VM\r\n08 April 2025 No answer\r\n22 April 2025 No answer\r\n30 April 2025 Not in the office - call later\r\n05 September 2025 Not at the office\r\nLN \/ 08 December 2025 VM","paid_thru":"2022-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T16:23:00-05:00","new_member_date_2":"2020-09-18","temp_do_id_for_auto_old_do_id":"L25C06970","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-08-31","pcl_status":"P","pcl_completion_date":"2021-01-10","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"singh.pmanu@gmail.com","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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":"2021-08-07","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","latest_paid_thru":"2022-06-30"}},"seriesid":"163"}
{"contact":{"id":"9449","email":"irynmendoza0923@yahoo.ca","first_name":"Irene","last_name":"Mendoza-Rolle","phone":"5879891119","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":"LB2505473","full_name":"Irene Mendoza-Rolle","language":"English","origin":"Lapsed Spring 2024","individual_id":"319690","region":"CDN","lead_status":"Refused","old_do_id":"L25C06473","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"5879891119","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","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T17:38:00-05:00","paid_thru":"2023-11-30","new_member_date_2":"2022-12-14","temp_do_id_for_auto_old_do_id":"LB2505473","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-12-13","old_int_code":"21","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","onesentencenotrenewed":"","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"irynmendoza0923@yahoo.ca","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"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","latest_paid_thru":"2023-08-31"}},"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":"2021-01-10","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","latest_paid_thru":"2021-04-30"}},"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","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29349","email":"apapineau@pringleassocies.com","first_name":"Anik","last_name":"Papineau","phone":"4506688008","orgname":"Pringle et Associ\u00e9s Inc.","customer_acct_name":"Pringle et Associ\u00e9s Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1082","full_name":"Anik Papineau","members_type":"AST","city_1":"Laval","province":"QC","language":"French","phone_2":"5142376344","lead_status":"Member","new_member_date_2":"2023-09-01","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"328525","no_email_solicitation":"False","area_code":"450","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-08-31","extension_phone_1":"105","temp_do_id_for_auto_old_do_id":"AST1082","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-07-07","blocnote":"ai. 15 oct 2025 bv\r\n21 oct 2025 bv\r\n28 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-28T09:42:00-04:00","telemarketing_call_date":"2025-10-28","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:36-05:00","npi_email_temp":"apapineau@pringleassocies.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"10713","email":"edmund.yau@greatgulf.com","first_name":"Edmund","last_name":"Yau","phone":"4372374147","orgname":"Great Gulf Homes","customer_acct_name":"Great Gulf Homes","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02151","full_name":"Edmund Yau","language":"English","origin":"Lapsed Spring 2024","domain_1":"greatgulf.com","individual_id":"106296","area_code":"437","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502521","time_zone":"2","province":"ON","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","no_email_solicitation":"FALSE","pds_march":"3","intcode":"07","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\n2026-05-08 Dial no answer, phone: +14372374147\n2026-05-11 dial busy, phone:  +14372374147\n2026-05-13 dial busy, phone:  +14372374147\n2026-05-15 Dial no answer, phone: +14372374147\n2026-05-19 Dial no answer, phone: +14372374147\n2026-05-21 Dial no answer, phone: +14372374147\n2026-05-25 dial busy, phone:  +14372374147","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:07-04:00","pds_july":"3","temp_do_id_for_auto_old_do_id":"L25A02151","temp_intcode_for_auto_old_int_code":"07","canceldate":"2024-04-02","new_member_date_2":"2017-02-16","paid_thru":"2024-01-31","pds_august":"3","pds_september":"3","last_act_type":"2023-05-01","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"edmund.yau@greatgulf.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:07-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"05","retell_call_status":"not_connected","session_id":"call_ad4ed0ab315c79d8cfaa696cf44","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ad4ed0ab315c79d8cfaa696cf44"}},"seriesid":"163"}
{"contact":{"id":"31235","email":"jodi.mcintosh@shaw.ca","first_name":"Jodi","last_name":"McIntosh","phone":"403 870-0072","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"full_name":"Jodi McIntosh","lead_status":"Not Relevant","members_type":"PRO","city_1":"Carstairs","province":"AB","phone_2":"4038700072","do_id":"","pipeline_2_members_only_ast":"","new_member_date_2":"2020-12-23","zerobounce_reason":"abuse","time_zone":"4","area_code":"403","pipeline_1_lapsed_members":"","sendwelcomeapplicationform":"2025-02-09T13:12:00-05:00","regular_email_change_date":"2025-09-02T13:12:14-04:00","blocnote":"Sept 2 2025 completed ( email confirmed)","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T23:18:00-04:00","intcode":"21","language":"English","onesentencenotrenewed":"PRO reached 3 years limit for renewal","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"Yes","temp_do_id_for_auto_old_do_id":"AST1764","paid_thru":"2026-11-30","old_do_id":"AST1764","individual_id":"161309","canceldate":"2026-02-03","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2010-08-03","pf1_status":"P","pf1_completion_date":"2011-02-24","pf2_status":"P","pf2_completion_date":"2011-08-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-01-26","cpa_certification":"PCP","last_act_type":"2025-04-24","number_of_passed_courses":"4","trc":"True","wera":"False","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"jodi.mcintosh@shaw.ca","pcl_completion_date_5":"2015-08-03","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Veralyn Saulnier","members_type":"AST","city_1":"Hebron","province":"NS","language":"English","phone_2":"9027424410","lead_status":"Refused","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":"01","blocnote":"14 May 2025 Complete with no e-mail\n2026 May 08 call with Veralyn, no time to talk, call ended without renewal discussion\n2026 May 11 contact refused to continue conversation about membership renewal","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:46-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"Refused Lapsed","old_int_code":"03","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25A02868","temp_intcode_for_auto_old_int_code":"01","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":"L25A02868","pcl_completion_date_5":"2023-12-02","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called Veralyn Saulnier regarding her lapsed Associate membership with the National Payroll Institute. Veralyn declined to continue the conversation and stated she does not have time for the call. The agent asked for a brief reason for not renewing, but the call ended shortly after.","aitm_callsummarytitle":"Contact refused to discuss membership renewal","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_af58b103f1af4558adc4818b022","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_af58b103f1af4558adc4818b022","number_of_calls_reached":"2"}},"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","latest_paid_thru":"2021-10-31","company_paid_thru":"2021-10-31","corp_cancel_date":"2022-01-07","company_status":"I"}},"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":{"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":"2023-06-02","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"P","pf2_completion_date":"2023-11-27","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","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"5670","email":"arakelovae@gmail.com","first_name":"Eva","last_name":"Arakelova","phone":"5143833739","orgname":"Montelle Intimates Inc.","customer_acct_name":"Montelle Intimates Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01752","province":"QC","extension_phone_1":"285","full_name":"Eva Arakelova","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-03-03","attended_webinar":"No","lapsed_expiration_date":"2022-05-03","individual_id":"298700","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501659","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"16 juillet 2025 donner a suha","dhmsfin_telemarketing_last_contacted_date":"2025-07-16T10:42:00-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01752","temp_intcode_for_auto_old_int_code":"6","organization_id":"298698","phone_2":"5146546449","last_act_type":"2021-04-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"arakelovae@gmail.com","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-01-31","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-04-02","company_status":"I"}},"seriesid":"163"}
{"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","latest_paid_thru":"2024-01-31"}},"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":"payrollcompliance visited, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 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":"Pre-membership expiration","individual_id":"302776","no_email_solicitation":"False","area_code":"508","time_zone":"2","intcode":"02","blocnote":"June 1 2026 Survey completed . Sent webinar and application","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T11:15:00-04:00","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":"02","last_infoline_date_type":"2026-02-01","last_act_type":"2026-02-01","telemarketing_call_date":"2026-05-06","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","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16","mini_nps":"4","testimonial":"Especially NPI helped  a lot with year end for the Canada payroll. And to find the limit for my retirement health plan and other limits I needed to meet for taxes.","renewal_refusal_reasons":"","old_int_code":"00","sendpreexpirationemail":"2026-06-01T11:14:00-04:00","sendapxapplicationform":"2026-06-01T11:15:00-04:00","testimonial_reviewer_name":"Payam","testimonial_reviewed":"NPI especially helped me a lot with the year-end Canadian payroll. It also helped me find the limits for my retirement health plan and other tax-related limits I needed to meet.","original_language":"English","original_testimonial_translated":"L'INP m'a beaucoup aid\u00e9, particuli\u00e8rement pour la paie de fin d'ann\u00e9e au Canada. L'Institut m'a aussi aid\u00e9 \u00e0 trouver les limites de mon r\u00e9gime de sant\u00e9 pour retrait\u00e9s et autres limites \u00e0 respecter en lien avec les imp\u00f4ts.","testimonial_sent_date":"2026-06-01T13:13:19-04:00"}},"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","latest_paid_thru":"2022-12-31"}},"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","latest_paid_thru":"2020-08-31"}},"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","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31302","email":"tolhurst1@rogers.com","first_name":"Silvia","last_name":"Tolhurst","phone":"9058504235","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Silvia Tolhurst","lead_status":"Lapsed Member","members_type":"AST","city_1":"Woodbridge","province":"ON","phone_2":"9052658417","do_id":"L25A01754","pipeline_2_members_only_ast":"","new_member_date_2":"2017-03-30","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","language":"English","intcode":"06","blocnote":"Aug 14 2025 at work call after 1\r\nLN Nov 3 2025 vm\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 answer\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026-03-13 dial busy, phone:  +19058504235\n2026 Mar 13 call reached voicemail, no human interaction","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"247529","old_do_id":"AST1832","cert_status":"WITHDRAWN_CPE","canceldate":"2025-06-03","paid_thru":"2025-03-31","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T15:06:45-04:00","temp_do_id_for_auto_old_do_id":"L25A01754","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2016-11-13","pf1_status":"P","pf1_completion_date":"2016-12-04","pf2_status":"P","pf2_completion_date":"2017-03-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-03-30","number_of_passed_courses":"4","old_int_code":"07","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"tolhurst1@rogers.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 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","pcl_completion_date_5":"2021-11-13","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"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":"2026-12-01","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","npi_email_temp":"tran.olga@gmail.com","pcl_completion_date_5":"2017-12-14","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"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","canceldate":"2026-05-02","paid_thru":"2026-02-28","cert_status":"SUSPENDED","pcl_status":"P","pcl_completion_date":"2012-12-18","pf1_status":"P","pf1_completion_date":"2013-06-18","pf2_status":"P","pf2_completion_date":"2014-06-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-07-31","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","latest_paid_thru":"2026-02-28","pcl_completion_date_5":"2017-12-18","formatted_paid_thru":"28\/02\/2026","cpa_certification":"PCP","last_act_type":"2026-02-05"}},"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":"2023-03-05","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","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"10725","email":"s.boothxo@hotmail.com","first_name":"Shannyn","last_name":"Booth","phone":"9052207636","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":"L25C06440","full_name":"Shannyn Booth","language":"English","origin":"Lapsed Spring 2024","individual_id":"308353","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503637","members_type":"CAND","province":"ON","area_code":"905","time_zone":"2","phone_2":"9052207636","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","intcode":"06","blocnote":"17 March 2025 VM\r\n31 March 2025 VM\r\n08 April 2025 Busy\r\n22 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":"2025-12-08T16:29:00-05:00","new_member_date_2":"2022-01-19","temp_do_id_for_auto_old_do_id":"L25C06440","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-05-12","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-12-18","pf2_status":"P","pf2_completion_date":"2023-04-23","number_of_passed_courses":"3","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"s.boothxo@hotmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"9636","email":"monzky_123@yahoo.com","first_name":"Monica","last_name":"Villanueva","phone":"7807077745","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":"LB2503693","full_name":"Monica Villanueva","language":"English","origin":"Lapsed Spring 2024","individual_id":"316444","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001847","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7807077745","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","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 call back\r\nApril 22 2025 called back vm\r\nMay 1 2025 vm\r\nJuly 9 2025 vm\r\nLN Sept 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T09:29:00-05:00","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":"LB2503693","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-09-13","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","trc":"True","wera":"False","npi_email_temp":"monzky_123@yahoo.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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","latest_paid_thru":"2023-03-31"}},"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, AI Contacts sent to TM 2026, 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":"2026-04-16","last_act_type":"2026-04-16","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","latest_paid_thru":"2026-09-30"}},"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","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"31220","email":"andyleung.lyc@gmail.com","first_name":"Andy","last_name":"Leung","phone":"6047378800","orgname":"Michael Waldkirch and Company","customer_acct_name":"Michael Waldkirch and Company","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Andy Leung, PCP","members_type":"PRO","city_1":"Vancouver","province":"BC","phone_2":"6043272178","pipeline_2_members_only_ast":"","new_member_date_2":"2018-03-27","cpa_certification":"PCP","no_email_solicitation":"False","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":"262068","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"LB2504309","nonactive_reason":"AST->CAND\/PRO","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"L25P03024","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","last_infoline_date_type":"2018-06-14","last_act_type":"2026-04-29","date_of_renewal_identification":"2026-05-01","pcl_status":"P","pcl_completion_date":"2018-06-24","pf1_status":"P","pf1_completion_date":"2018-09-02","pf2_status":"P","pf2_completion_date":"2018-10-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-12-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"andyleung.lyc@gmail.com","ln_entered_date":"2026-04-02","pcl_completion_date_5":"2023-06-24","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","old_int_code":"6"}},"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","latest_paid_thru":"2021-09-30","company_paid_thru":"2021-09-30","corp_cancel_date":"2021-12-02","company_status":"I"}},"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":"2020-02-03","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","latest_paid_thru":"2020-07-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"2026-05-25T13:15:00-04:00","blocnote":"May 1 2026 vm\r\nMay 25 2026 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":"2024-05-02","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":"2026-05-25","trc":"False","wera":"False","npi_email_temp":"sbamfo@gmail.com","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"5562","email":"caboyer98@gmail.com","first_name":"Camille","last_name":"Boyer","phone":"4509701668","orgname":"\u00c9volution Structures","customer_acct_name":"\u00c9volution Structures","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":"LB2501468","province":"QC","full_name":"Camille Boyer","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2023-01-13","attended_webinar":"No","lapsed_expiration_date":"2023-01-13","individual_id":"320526","time_zone":"2","area_code":"450","region":"QC","lead_status":"Refused","old_do_id":"QLNPI00249","members_type":"CAND","phone_2":"4384955620","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"24 avril 2025 ligne occuper\r\n29 avril 2025 ligne occ","dhmsfin_telemarketing_last_contacted_date":"2025-04-30T13:54:00-04:00","canceldate":"2024-03-02","old_int_code":"8","notrenewedother":"Phone cannot be recovered","paid_thru":"2023-12-31","new_member_date_2":"2023-01-13","temp_do_id_for_auto_old_do_id":"LB2501468","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2023-12-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"caboyer98@gmail.com","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"7584","email":"rtrzcinski@aol.com","first_name":"Renata","last_name":"Trzcinski","phone":"8002651844","orgname":"StarTech.com","customer_acct_name":"StarTech.com","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02522","extension_phone_1":"1722","full_name":"Renata Trzcinski","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-08-14","domain_1":"aol.com","individual_id":"126550","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501871","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2009-04-01","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2008-02-01","no_email_solicitation":"False","pds_march":"3","cert_status":"PENDING","intcode":"16","blocnote":"12 May 2025 VM\r\n08 September 2025 only by e-mail\n2026 May 08 call reached wrong person, Renata Trzcinski not found in system","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:03-04:00","organization_id":"89872","pds_july":"3","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25A02522","temp_intcode_for_auto_old_int_code":"16","pds_august":"3","phone_2":"5194219939","pds_september":"3","last_act_type":"2020-09-16","pcl_status":"P","pcl_completion_date":"2011-01-14","pf1_status":"P","pf1_completion_date":"2011-04-27","pf2_status":"P","pf2_completion_date":"2018-02-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-01-26","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"rtrzcinski@aol.com","pcl_completion_date_5":"2016-01-14","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:02-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Renata Trzcinski but reached a different person who did not have Renata in their system. The call ended after the agent was unable to connect with Renata.","aitm_callsummarytitle":"Unable to reach Renata Trzcinski","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_94f3c00cb5cbdbf8882dc2e2c65","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_94f3c00cb5cbdbf8882dc2e2c65","number_of_calls_reached":"1","company_paid_thru":"2020-07-31","corp_cancel_date":"2020-10-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"252073","no_email_solicitation":"False","pds_march":"1","area_code":"418","time_zone":"2","intcode":"06","blocnote":"22 mai 2026 bv","sendpreexpirationemail":"2025-05-20T09:39:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T11:49:00-04:00","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":"06","pds_september":"1","last_infoline_date_type":"2025-11-11","last_act_type":"2026-02-27","telemarketing_call_date":"2026-05-22","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","latest_paid_thru":"2027-03-31"}},"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":"2025-12-14","pcl_status":"P","pcl_completion_date":"2025-07-02","pf1_status":"P","number_of_passed_courses":"2","trc":"True","wera":"False","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","latest_paid_thru":"2026-11-30"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail\n2026 May 11 call reached voicemail\n2026 May 11 call reached voicemail at Mark in Aladdin\n2026 May 13 call reached voicemail\n2026 May 13 call reached voicemail\n2026 May 15 call started but contact not available to talk, no callback scheduled\n2026 May 19 voicemail reached, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no human interaction\n2026 May 21 call reached voicemail\n2026 May 25 call reached voicemail\n2026 May 25 call reached voicemail, no human answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:06-04:00","temp_do_id_for_auto_old_do_id":"L25A02285","temp_intcode_for_auto_old_int_code":"06","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","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-25T13:22:05-04:00","number_of_call_attempts":"6","number_of_total_call_attempts":"13","npi_transcriptsummary":"The call was made to Mark at Aladda but went to voicemail and was not answered by a human.","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","session_id":"call_1b6bc640e9d7fb5bdb1874d06d1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1b6bc640e9d7fb5bdb1874d06d1","mini_nps":"3","old_int_code":"03","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"7858","email":"tsherman@caframo.com","first_name":"Tammy","last_name":"Sherman","phone":"5195341080","orgname":"Caframo Ltd.","customer_acct_name":"Caframo Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02132","extension_phone_1":"250","full_name":"Tammy Sherman","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"22-f?vr-19","domain_1":"caframo.com","individual_id":"273262","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502191","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-01-31","temp_do_id_for_auto_old_do_id":"L25O02132","organization_id":"273247","members_type":"CORP","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T15:45:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tsherman@caframo.com","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31","company_paid_thru":"2020-01-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"11813","email":"akrivich@kinetico.com","first_name":"Anya","last_name":"Krivich","phone":"4405644297","orgname":"Kinetico Canada Inc.","customer_acct_name":"Kinetico Canada Inc.","tags":"CSV imported, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"OH","full_name":"Anya Krivich","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","explicit_consent_date":"2022-01-28","domain_1":"kinetico.com","lapsed_expiration_date":"2023-03-02","individual_id":"309461","time_zone":"2","do_id":"L25O00037","area_code":"440","region":"US","lead_status":"Lapsed Member","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"03","blocnote":"May 23 2025 vm\r\nAug 8 2025 vm\r\nLN Oct 9 2025 advise to send email to payroll@kinetico.ca","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T12:00:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00037","temp_intcode_for_auto_old_int_code":"03","organization_id":"309460","phone_2":"3474793503","last_infoline_date_type":"2022-04-25","last_act_type":"2022-04-25","old_int_code":"6","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"akrivich@kinetico.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9572","email":"info.payroll@bigchip.ca","first_name":"Steve","last_name":"Delves","phone":"6046378556","orgname":"Big Chip Accounting Ltd.","customer_acct_name":"Big Chip Accounting Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01691","province":"BC","full_name":"Steve Delves","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-05-06","domain_1":"bigchip.ca","lapsed_expiration_date":"2022-07-05","individual_id":"288350","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500462","time_zone":"5","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":"2025-11-03T14:52:00-05:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01691","temp_intcode_for_auto_old_int_code":"6","organization_id":"288349","last_infoline_date_type":"2021-11-29","last_act_type":"2021-11-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"info.payroll@bigchip.ca","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10687","email":"winnie.wb.yin@gmail.com","first_name":"Wen","last_name":"Yin","phone":"6043226351","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":"LB2503909","full_name":"Wen Bo (Winnie) Yin","language":"English","origin":"Lapsed Spring 2024","individual_id":"189515","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"8","members_type":"PRO","province":"BC","area_code":"604","time_zone":"5","phone_2":"6043226351","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"17 March 2025 VM  31 March 2025 VM  07 April 2025 No answer  08 April 2025 No answer  10 April 2025 No answer  14 April 2025 No answer  23 April 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T12:13:00-04:00","canceldate":"2023-11-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","pds_july":"2","paid_thru":"2023-08-31","new_member_date_2":"2011-09-08","temp_do_id_for_auto_old_do_id":"LB2503909","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","pds_september":"2","last_infoline_date_type":"2020-05-11","last_act_type":"2024-10-23","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":"2012-03-05","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"winnie.wb.yin@gmail.com","pcl_completion_date_5":"2016-11-16","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"7908","email":"tohkawa@buyatab.com","first_name":"Tomoko","last_name":"Ohkawa","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":"L25O02107","full_name":"Tomoko Ohkawa","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-03-19","domain_1":"buyatab.com","individual_id":"261758","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501966","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02107","organization_id":"261755","members_type":"CORP","last_infoline_date_type":"2019-11-03","last_act_type":"2019-11-03","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T16:06:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tohkawa@buyatab.com","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31262","email":"christelleproulx89@gmail.com","first_name":"Christelle","last_name":"Proulx","phone":"6135626262","orgname":"Bruy\u00e8re Health","customer_acct_name":"Bruy\u00e8re Health","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, Lapsed Renewed, 250305 AST Member, movePipe2, NPIdealed, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"extension_phone_1":"1027","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","region":"CDN","old_do_id":"L25A00065","full_name":"Christelle Proulx","lead_status":"Member","members_type":"CAND","city_1":"Rockland","province":"ON","phone_2":"6132030958","pipeline_2_members_only_ast":"AST to CAND","new_member_date_2":"2025-02-25","canceldate":"2023-05-02","no_email_solicitation":"False","area_code":"613","time_zone":"2","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:35:00-05:00","date_of_renewal_identification":"2025-04-25","language":"English","intcode":"06","blocnote":"Dec 10 2025 vm","pipeline_1_lapsed_members":"","individual_id":"274307","email2":"christelle.89@hotmail.com","resourcevisitedselfreport":"","resourceaware":"Yes","paid_thru":"2027-01-31","sendjulyemail":"2025-08-14T10:55:00-04:00","sendmayemail":"2025-08-14T10:55:00-04:00","full_name_2":" ","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1791","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2026-11-05","telemarketing_call_date":"2025-08-14","pcl_status":"P","pcl_completion_date":"2025-08-06","pf1_status":"P","number_of_passed_courses":"3","trc":"True","wera":"False","pf1_completion_date":"2025-11-25","sendaidate":"2025-12-01T10:13:40-05:00","onesentencenotrenewed":"AST->CAND","old_int_code":"31","pf2_status":"P","npi_email_temp":"christelleproulx89@gmail.com","pcl_completion_date_5":"2030-08-06","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","pf2_completion_date":"2026-05-13"}},"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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8757","email":"suryadevassyv@gmail.com","first_name":"Surya","last_name":"Devassy","phone":"5198687398","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":"L25C06997","full_name":"Surya Devassy","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304859","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503441","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5198687398","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:33:00-04:00","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","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"The company they started is not growing - no work","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":"Yes","notrenewedtemporaryneed":"Yes","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"11 March 2025 Survey completed","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-09","temp_do_id_for_auto_old_do_id":"L25C06997","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2021-08-09","pcl_status":"P","pcl_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"suryadevassyv@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"5707","email":"klevesque@groupebr.ca","first_name":"Karine","last_name":"L\u00e9vesque, Cpa, Ca","phone":"5142643679","orgname":"Groupe Construction Br","customer_acct_name":"Groupe Construction Br","tags":"CSV imported, paie.ca visited, F24 Webinar registration QC, F24 Webinar QC, Payroll Resource Accessed, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00215","province":"QC","full_name":"Karine L\u00e9vesque, CPA, CA","language":"English","origin":"2024 FALL","explicit_consent_date":"2022-03-31","domain_1":"groupebr.ca","attended_webinar":"No","lapsed_expiration_date":"2023-05-02","individual_id":"311631","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00841","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":"2025-12-08T12:42:00-05:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00215","temp_intcode_for_auto_old_int_code":"6","organization_id":"311632","last_act_type":"2023-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"klevesque@groupebr.ca","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29288","email":"istlaurent114@gmail.com","first_name":"Isabelle","last_name":"St-Laurent","phone":"5142916525","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert16, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST1352","full_name":"Isabelle St-Laurent","members_type":"AST","city_1":"St-Eustache","province":"QC","language":"French","phone_2":"5142916525","lead_status":"Renewed APX","new_member_date_2":"2021-06-25","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"296589","no_email_solicitation":"False","time_zone":"2","intcode":"0","pipeline_1_lapsed_members":"","paid_thru":"2027-05-31","sendjulyemail":"2025-08-19T14:40:00-04:00","blocnote":"May 13th, She said she already sent the payment to renew her membership. As for the testimony, she said she will do it online. She did not want the webinar email because she has access to all this online and she knows about them.","sendmayemail":"2025-08-19T14:40:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T11:43:00-04:00","full_name_2":" ","temp_do_id_for_auto_old_do_id":"AST1352","temp_intcode_for_auto_old_int_code":"99","last_engaged_date":"2025-10-02","last_infoline_date_type":"2025-01-15","last_act_type":"2026-04-28","telemarketing_call_date":"2026-05-13","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:48-05:00","extension_phone_1":"","mini_nps":"5","testimonialagree":"No","testimonial":"1","testimonialrefusal":"NA","old_int_code":"99","npi_email_temp":"istlaurent114@gmail.com","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","date_of_renewal_identification":"2026-05-01","renewal_refusal_reasons":""}},"seriesid":"163"}
{"contact":{"id":"29772","email":"kelly.boden@legacykitchens.com","first_name":"Kelly","last_name":"Boden","phone":"4037173369","orgname":"Legacy Kitchens Design Group","customer_acct_name":"Legacy Kitchens Design Group","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST0143","full_name":"Kelly Boden","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"5878880679","lead_status":"Renewed APX","new_member_date_2":"2017-07-27","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"254478","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"May 4 2026 vm  MAy 6 2026 vm\r\nMay 12 2026 vm  May 15 2026 vm\r\nmay 21 2026 vm  May 25 2026 vm\r\nJune 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T17:03:00-04:00","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-07-15T12:53:00-04:00","nationalconferenceattend":"Yes","pipeline_1_lapsed_members":"","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":"","last_engaged_date":"2025-07-16","paid_thru":"2027-03-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST0143","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-05-27","last_act_type":"2026-05-15","telemarketing_call_date":"2026-06-01","number_of_passed_courses":"0","trc":"False","wera":"False","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-11-24T11:29:00-05:00","testimonialagree":"No","testimonialrefusal":"NA","sendaigeneral":"2025-11-24T11:28:00-05:00","old_int_code":"31","sendnovemberemail":"2025-11-24T11:29:35-05:00","sendaidate":"2025-11-24T11:29:36-05:00","npi_email_temp":"kelly.boden@legacykitchens.com","apx_entered_date":"2026-02-14","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","date_of_renewal_identification":"2026-05-21"}},"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, AI Contacts sent to TM 2026, 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","latest_paid_thru":"2026-07-31"}},"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, TMAI","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":"06","blocnote":"Aug 13 2025 Travelling call back\r\nLN Oct 30 2025 busy call back\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call went to voicemail, no contact reached\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:46-04:00","temp_do_id_for_auto_old_do_id":"L25A02226","temp_intcode_for_auto_old_int_code":"06","phone_2":"2502571285","last_infoline_date_type":"2021-10-02","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":"10","trc":"False","wera":"False","npi_email_temp":"mary.martens@me.com","pcl_completion_date_5":"2018-08-12","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:29-04:00","number_of_call_attempts":"8","number_of_total_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","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6d4cbe5acc6c6b3f97a36b0d0aa","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6d4cbe5acc6c6b3f97a36b0d0aa"}},"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":"2024-01-10","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"29812","email":"tferry@alkegen.com","first_name":"Tracy","last_name":"Ferry","phone":"3304820800","orgname":"Alkegen","customer_acct_name":"Alkegen","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01995","full_name":"Tracy Ferry","members_type":"AST","city_1":"Berlin Center","province":"OH","language":"English","phone_2":"3304062738","lead_status":"Lapsed Member","new_member_date_2":"2022-06-23","pipeline_2_members_only_ast":"","individual_id":"314244","no_email_solicitation":"False","area_code":"330","time_zone":"2","intcode":"15","blocnote":"26 May 2025 VM\n2026 Mar 05 call reached voicemail after menu navigation and name confirmation\n2026 Mar 05 call disconnected early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-05T10:22:30-05:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","old_do_id":"AST0460","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01995","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-05-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tferry@alkegen.com","aitm_status_called":"2026-03-05T10:32:34-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Tracy to discuss the National Payroll Institute membership but the call was very brief and ended abruptly without a clear conversation or task completion.","aitm_callsummarytitle":"Unsuccessful 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","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"28781","email":"info@futurescapelandscaping.ca","first_name":"Selina","last_name":"Lachance","phone":"7055221511","orgname":"Futurescape Landscaping","customer_acct_name":"Futurescape Landscaping","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0763","full_name":"Selina Lachance","members_type":"AST","city_1":"Sudbury","province":"ON","language":"English","phone_2":"7056929766","lead_status":"Member","new_member_date_2":"2012-02-02","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"62498","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"4","area_code":"705","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-14T10:25:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T10:32:00-04:00","blocnote":"14 May 2025 Completed","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"4","cert_status":"WITHDRAWN_CPE","old_int_code":"1","pds_july":"4","paid_thru":"2027-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"4","temp_do_id_for_auto_old_do_id":"AST0763","temp_intcode_for_auto_old_int_code":"11","pds_september":"4","last_act_type":"2026-09-04","telemarketing_call_date":"2025-05-14","pcl_status":"P","pcl_completion_date":"2012-04-20","pf1_status":"P","pf1_completion_date":"2012-07-23","pf2_status":"P","pf2_completion_date":"2013-06-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-05-10","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:47-05:00","pds_november":"4","npi_email_temp":"info@futurescapelandscaping.ca","pcl_completion_date_5":"2017-04-20","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"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":"03","canceldate":"2025-05-02","paid_thru":"2025-02-28","blocnote":"13 aout 2025 ss reponse\n2026 May 08 contact prefers French and requested a callback in French","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","temp_do_id_for_auto_old_do_id":"L25A01659","temp_intcode_for_auto_old_int_code":"03","last_act_type":"2024-07-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"yennymarcela1974@hotmail.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:55-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Yeny Aronez regarding her lapsed Associate membership with the National Payroll Institute. Yeny expressed a preference to speak in French, so the agent arranged for a follow-up call in French and ended the call politely.","aitm_callsummarytitle":"Language preference and callback arranged","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_75360e4d8cb28ec3f2719fd4012","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_75360e4d8cb28ec3f2719fd4012","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"8739","email":"bstewart@iconicpowersystems.ca","first_name":"Bev","last_name":"Stewart","phone":"5877475843","orgname":"Iconic Power Systems Inc.","customer_acct_name":"Iconic Power Systems Inc.","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02005","full_name":"Bev Stewart","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-09-23","domain_1":"iconicpowersystems.ca","individual_id":"281066","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501955","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25O02005","organization_id":"281065","members_type":"CORP","last_act_type":"2020-10-22","intcode":"16","blocnote":"LN Oct 16 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T16:02:00-04:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bstewart@iconicpowersystems.ca","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"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","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"30856","email":"andrews@grimsbypower.com","first_name":"Andrew","last_name":"Sindelar","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":"332580","full_name":"Andrew Sindelar","members_type":"CORP","do_id":"L25O00690","coidnewmbrdate":"2023-12-19","city_1":"Grimsby","province":"ON","language":"English","extension_phone_1":"231","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 Niora is in payroll now - 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":"L25O00690","temp_intcode_for_auto_old_int_code":"6","organization_id":"242929","last_act_type":"2023-12-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"andrews@grimsbypower.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10241","email":"neelampal786@gmail.com","first_name":"Neelam","last_name":"Pal","phone":"7822344075","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":"LB2506612","full_name":"Neelam Pal","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305026","region":"CDN","lead_status":"Refused","old_do_id":"L25C07044","members_type":"CAND","province":"NS","area_code":"782","time_zone":"1","phone_2":"7822344075","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-11-02","intcode":"21","blocnote":"17 March 2025 Call in the evening - she is in a meeting\r\n27 March 2025 VM\r\n07 April 2025 Call cannot be completed\r\n11 April 2025 Cannot be completed\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n09 September 2025\r\nLNC \/ 11 December 2025 Not in payroll","paid_thru":"2022-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:41:00-05:00","new_member_date_2":"2021-09-29","temp_do_id_for_auto_old_do_id":"LB2506612","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-09-29","pcl_status":"F","pcl_completion_date":"2022-01-16","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"12","notrenewednolongerinpayroll":"Yes","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"neelampal786@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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, TMAI","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":"02","blocnote":"25 juin 2025 bv\n2026 May 08 contact intends to renew soon and was sent the application email","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:56-04:00","pds_july":"18","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25A02144","temp_intcode_for_auto_old_int_code":"02","pds_august":"18","phone_2":"8198556285","pds_september":"18","last_infoline_date_type":"2023-01-12","last_act_type":"2023-01-12","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","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:56-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","sendapplicationform":"2026-05-08T10:48:00-04:00","npi_transcriptsummary":"The agent spoke with Jean regarding her lapsed Associate membership with the National Payroll Institute. Jean answered survey questions about her initial reason for joining, satisfaction level, and age range. She expressed intent to renew soon, and the agent sent her an email with the renewal application form.","aitm_callsummarytitle":"Membership Renewal Intent Confirmed","notrenewedwanttorenew":"Yes","mini_nps":"5","initialvalue":"Help with Complex","age_range":"61+","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_e900f608e70b2990a86eb71c8f5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e900f608e70b2990a86eb71c8f5","number_of_calls_reached":"1","company_paid_thru":"2024-11-30","corp_cancel_date":"2025-02-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"11589","email":"eddie.roman@hollister.com","first_name":"Eddie","last_name":"Roman","phone":"8479183861","orgname":"Hollister Ltd.","customer_acct_name":"Hollister Ltd.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, DELETE, 250217 Lapsed, NPIdealed, 250526 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Eddie Roman","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","explicit_consent_date":"2013-02-26","domain_1":"hollister.com","lapsed_expiration_date":"2023-04-04","individual_id":"284640","time_zone":"3","do_id":"L25O00387","area_code":"847","region":"US","lead_status":"Refused","last_engaged_date":"2024-12-16","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","intcode":"16","blocnote":"22 May 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T16:27:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00387","temp_intcode_for_auto_old_int_code":"16","organization_id":"211788","last_act_type":"2023-03-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"eddie.roman@hollister.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call went to voicemail, no contact reached\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call went to voicemail, no contact reached\n2026 May 15 call went to voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:41-04:00","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","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went to voicemail immediately 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","session_id":"call_e5aa53f2078220da73cfbf3159a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e5aa53f2078220da73cfbf3159a","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"9589","email":"bleeping_blink@hotmail.com","first_name":"Danielle","last_name":"Benson","phone":"2269381236","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":"Danielle Benson","language":"English","origin":"Lapsed Spring 2024","individual_id":"321127","region":"CDN","lead_status":"Refused","old_do_id":"L25C06405","members_type":"CAND","province":"ON","area_code":"226","time_zone":"2","phone_2":"2269381236","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"Nov 20 2025 vm","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T10:00:00-05:00","new_member_date_2":"2023-01-27","temp_do_id_for_auto_old_do_id":"L25C06405","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-26","pcl_status":"F","pcl_completion_date":"2023-05-25","number_of_passed_courses":"0","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"False","wera":"False","npi_email_temp":"bleeping_blink@hotmail.com","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
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{"contact":{"id":"7791","email":"susana.simon@yahoo.ca","first_name":"Susana","last_name":"Simon","phone":"4162883355","orgname":"Griffith Laboratories Ltd","customer_acct_name":"Griffith Laboratories Ltd","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01996","full_name":"Susana Simon","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2002-09-15","individual_id":"230512","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501827","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25O01996","organization_id":"61986","pds_august":"1","phone_2":"9055098754","members_type":"CORP","pds_september":"1","last_act_type":"2014-11-27","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T14:50:00-04:00","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":"susana.simon@yahoo.ca","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"11454","email":"garrett@capebretonpartnership.com","first_name":"Garrett","last_name":"Whittle","phone":"9025620122","orgname":"Cape Breton Partnership","customer_acct_name":"Cape Breton Partnership","tags":"CSV imported, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Garrett Whittle","language":"English","origin":"Lapsed Spring 2024","domain_1":"capebretonpartnership.com","do_id":"LB2502719","individual_id":"310165","time_zone":"1","area_code":"902","region":"CDN","lead_status":"Lapsed DEL","last_engaged_date":"2024-12-16","old_do_id":"CLNPI001569","province":"NS\/PE","pipeline_1_lapsed_members":"Renewed lapsed","members_type":"CORP","date_of_renewal_identification":"2025-04-25","canceldate":"2024-02-04","cert_status":"ACTIVE","temp_do_id_for_auto_old_do_id":"LB2502719","last_act_type":"2025-01-02","intcode":"99","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"garrett@capebretonpartnership.com"}},"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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"31331","email":"ybelinda77@yahoo.ca","first_name":"Belinda","last_name":"Young","phone":"2266677533","orgname":"FBC","customer_acct_name":"FBC","tags":"250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Belinda Young, PCP","lead_status":"Not Relevant","members_type":"PRO","city_1":"London","province":"ON","phone_2":"5196973020","pipeline_2_members_only_ast":"","new_member_date_2":"2022-08-31","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"519","time_zone":"2","language":"English","intcode":"31","pipeline_1_lapsed_members":"","individual_id":"293252","cert_status":"ACTIVE","blocnote":"Sept 23 2025 completed ( send email)","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","date_of_renewal_identification":"2025-09-03","temp_do_id_for_auto_old_do_id":"LB2507711","temp_intcode_for_auto_old_int_code":"31","sendseptemail":"2025-09-23T12:00:00-04:00","sendaidate":"2025-09-23T12:00:21-04:00","extension_phone_1":"","email2":"","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T12:00:00-04:00","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","old_int_code":"6","last_infoline_date_type":"2026-06-04","last_act_type":"2026-06-04","telemarketing_call_date":"2025-09-23","pcl_status":"P","pcl_completion_date":"2020-11-08","pf1_status":"P","pf1_completion_date":"2020-12-14","pf2_status":"P","pf2_completion_date":"2021-01-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-20","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"AST1861","npi_email_temp":"ybelinda77@yahoo.ca","pcl_completion_date_5":"2025-11-08","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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":"16","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":"16","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":"08","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","latest_paid_thru":"2025-07-31"}},"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, TMAI","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.\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail.\n2026 May 11 call reached voicemail for Costa family\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 reached voicemail, no human interaction\n2026 May 15 call reached voicemail at Costa family residence","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:43-04:00","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":"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","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":"06","last_act_type":"2023-01-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"leticiaprt@aol.com","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail at the Costa family residence.","aitm_callsummarytitle":"Voicemail reached at Costa family residence","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","old_int_code":"1","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d8323e1dfc85480f6ed751f76fc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d8323e1dfc85480f6ed751f76fc"}},"seriesid":"163"}
{"contact":{"id":"10193","email":"navneetgujral@gmail.com","first_name":"Navneet","last_name":"Gujral","phone":"6472891724","orgname":"Time Immigration Consultants Inc.","customer_acct_name":"Time Immigration Consultants 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":"L25A00035","province":"ON","full_name":"Navneet Gujral","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"226469","area_code":"647","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETA00129","time_zone":"2","members_type":"AST","new_member_date_2":"2014-11-14","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","cpa_certification":"PCP","no_email_solicitation":"FALSE","pds_march":"4","cert_status":"WITHDRAWN_CPE","intcode":"15","blocnote":"May 22 2025 She is driving right now call back\r\nAug 7 2025 Survey completed\r\nShe changed careers\n2026-05-08 Dial no answer, phone: +16472891724\n2026 May 08 call ended after initial introduction, no further conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:03-04:00","pipeline_2_members_only_ast":"","pds_july":"4","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":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The membership cost","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am working for my own company.","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","temp_do_id_for_auto_old_do_id":"L25A00035","temp_intcode_for_auto_old_int_code":"15","pds_august":"4","phone_2":"6472891724","pds_september":"4","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-08-05","pf1_status":"P","pf1_completion_date":"2014-09-16","pf2_status":"P","pf2_completion_date":"2014-10-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-11-14","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"navneetgujral@gmail.com","pcl_completion_date_5":"2019-08-05","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:18-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"05","retell_call_status":"ended","session_id":"call_fd110ab03ef3c1aa583d1441d1a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fd110ab03ef3c1aa583d1441d1a","npi_transcriptsummary":"The agent attempted to reach Navneet to discuss the National Payroll Institute membership but the call ended shortly after the initial introduction without further conversation.","aitm_callsummarytitle":"Call ended after initial introduction","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes"}},"seriesid":"163"}
{"contact":{"id":"29700","email":"sebastien@accountingautomation.ca","first_name":"Sebastien","last_name":"Cliche","phone":"5878853747","orgname":"Accountingautomation.ca (2512176 Alberta Inc.)","customer_acct_name":"Accountingautomation.ca (2512176 Alberta Inc.)","tags":"250205 AST Members, inPipeline2, npiAlert3, npiAlert13, 250904 Update Lapsed from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02862","full_name":"Sebastien Bilodeau Cliche","members_type":"AST","city_1":"Cochrane","province":"AB","language":"English","phone_2":"8257127276","lead_status":"Lapsed Member","new_member_date_2":"2025-01-24","pipeline_2_members_only_ast":"","last_engaged_date":"2025-03-27","individual_id":"321522","no_email_solicitation":"False","area_code":"587","time_zone":"4","blocnote":"Oct 20 2025 vm\n2026 Feb 27 reached voicemail, no direct contact\n2026 Feb 27 contact declined survey, requested email or mail for questions","dhmsfin_telemarketing_last_contacted_date":"2026-02-27T14:27:28-05:00","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"L25A02648","canceldate":"2025-06-24","paid_thru":"2025-12-31","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02862","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-06-24","telemarketing_call_date":"2025-05-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sebastien@accountingautomation.ca","aitm_status_called":"2026-02-27T14:37:31-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Sebastien regarding his lapsed Associate membership with the National Payroll Institute and attempted to conduct a short survey. Sebastien declined to participate due to being at work and requested to receive the survey via email or mail instead. The call ended courteously without completing the survey.","aitm_callsummarytitle":"Contact declined survey, requested email","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","onesentencenotrenewed":"Contact declined to participate in the survey due to being busy at work and requested to receive information by email or mail.","old_int_code":"6","number_of_calls_reached":"1","ln_entered_date":"2026-02-27","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"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","latest_paid_thru":"2025-11-30"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"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, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Peter Klepachek","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"12-d?c-19","individual_id":"283679","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25A02457","pipeline_1_lapsed_members":"Refused Lapsed","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":"01","blocnote":"Aug 13 2025 vm\n2026 May 08 call reached voicemail, no message left\n2026 May 08 contact refused renewal, not a member for over ten years","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:45-04:00","temp_do_id_for_auto_old_do_id":"L25A02457","temp_intcode_for_auto_old_int_code":"01","phone_2":"7809991160","last_infoline_date_type":"2020-11-06","last_act_type":"2020-11-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"peterk126@yahoo.com","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:26:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called Peter to discuss his lapsed Associate membership with the National Payroll Institute. Peter declined to engage, stating he hasn't been a member for over ten years and was heading into a meeting. The call ended without further action.","aitm_callsummarytitle":"Contact refused renewal, not a member for years","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_60bd9ba51e93fca18b3182bf2c6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_60bd9ba51e93fca18b3182bf2c6","onesentencenotrenewed":"Hasn't been a member in over ten years, not interested in renewing.","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"11452","email":"poneill@ledroadwaylighting.com","first_name":"Pat","last_name":"O'Neill","phone":"9024502222","orgname":"LED Roadway Lighting Ltd.","customer_acct_name":"LED Roadway Lighting Ltd.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"extension_phone_1":"x412","full_name":"Pat O'Neill","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2016-07-04","domain_1":"ledroadwaylighting.com","do_id":"LB2501922","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":"C15851","province":"NS\/PE","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T10:57:00-04:00","temp_do_id_for_auto_old_do_id":"LB2501922","temp_intcode_for_auto_old_int_code":"6","npi_email_temp":"poneill@ledroadwaylighting.com"}},"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":"2026-01-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"traci.bloomfield@cdsbeo.on.ca","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"28764","email":"rwerthmann@nhcweb.com","first_name":"Raelene","last_name":"Werthmann","phone":"7804365868","orgname":"Northwest Hydraulic Consultants Ltd.","customer_acct_name":"Northwest Hydraulic Consultants 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":"LREFUSED10","full_name":"Raelene Werthmann","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7804304606","lead_status":"Refused","new_member_date_2":"2008-03-11","last_engaged_date":"2026-01-09","pipeline_2_members_only_ast":"","last_login_date":"2025-03-24T10:43:06-04:00","individual_id":"128161","no_email_solicitation":"False","pds_march":"8","area_code":"780","time_zone":"4","blocnote":"Apr 29 2025 she wont be able to attend","dhmsfin_telemarketing_last_contacted_date":"2025-04-29T12:14:00-04:00","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","pds_may":"8","notrenewedother":"Unable to attend","pds_july":"8","paid_thru":"2027-02-28","pds_august":"8","temp_do_id_for_auto_old_do_id":"LREFUSED10","temp_intcode_for_auto_old_int_code":"21","pds_september":"8","last_infoline_date_type":"2025-08-10","last_act_type":"2026-04-02","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"rwerthmann@nhcweb.com","old_do_id":"LREFUSED","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"29793","email":"bolducmercedes@hotmail.com","first_name":"Merc\u00e9d\u00e9s","last_name":"Bolduc","phone":"4186900624","orgname":"Merc\u00e9d\u00e8s Bolduc","customer_acct_name":"Merc\u00e9d\u00e8s Bolduc","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0146","full_name":"Merc\u00e9d\u00e9s Bolduc","members_type":"AST","city_1":"Chicoutimi","province":"QC","language":"French","phone_2":"4186900624","lead_status":"Renewed APX","new_member_date_2":"2003-03-15","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"64662","cpa_certification":"GAP","no_email_solicitation":"False","pds_march":"19","area_code":"418","time_zone":"2","intcode":"0","blocnote":"ai.16 oct 2025 bv\r\n23 oct 2025 bv\r\ncompleter 30 oct 2025","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:17:00-04:00","cert_status":"WITHDRAWN_CPE","pds_july":"19","paid_thru":"2027-01-31","pds_august":"19","temp_do_id_for_auto_old_do_id":"AST0146","temp_intcode_for_auto_old_int_code":"31","pds_september":"19","last_infoline_date_type":"2026-12-01","last_conf_date_type":"2018-06-27","last_act_type":"2026-11-02","telemarketing_call_date":"2025-10-30","sendaigeneral":"2025-10-30T11:15:00-04:00","sendoctoberemail":"2025-10-30T11:15:02-04:00","sendaidatefr":"2025-12-01T10:13:39-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-30T11:17:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","last_engaged_date":"2025-10-30","number_of_passed_courses":"0","pds_october":"19","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_november":"19","npi_email_temp":"bolducmercedes@hotmail.com","date_of_renewal_identification":"2026-02-14","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"15857","canceldate":"2022-12-02","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","blocnote":"May 5 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T12:29:00-04:00","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":"06","last_infoline_date_type":"2020-04-23","last_act_type":"2025-12-15","telemarketing_call_date":"2026-05-05","number_of_passed_courses":"0","trc":"False","wera":"False","date_of_renewal_identification":"2025-12-18","old_int_code":"99","npi_email_temp":"vonda@newlandsgolf.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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","latest_paid_thru":"2024-12-31"}},"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, 260522 Lapsed DEL","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":"2023-02-06","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","latest_paid_thru":"2024-12-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-27"}},"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":"2026-05-21","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","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02"}},"seriesid":"163"}
{"contact":{"id":"28876","email":"bobbyjghosh@gmail.com","first_name":"Joydeep","last_name":"Ghosh","phone":"6132774033","orgname":"J Ghosh Consulting","customer_acct_name":"J Ghosh Consulting","tags":"250205 AST Members, inPipeline2, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0521","full_name":"Joydeep Ghosh","members_type":"AST","city_1":"Gloucester","province":"ON","language":"English","phone_2":"6132774033","lead_status":"Renewed APX","new_member_date_2":"2024-11-01","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"344042","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"32","blocnote":"May 1 2026 completed without any emails ( he is retired so he doesn't need any more information)","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T09:55:00-04:00","sendaprilemail":"Yes","sendmayemail":"2025-05-30T10:19:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"06","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":"AST0521","temp_intcode_for_auto_old_int_code":"32","last_act_type":"2026-01-13","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:36-05:00","npi_email_temp":"bobbyjghosh@gmail.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","extension_phone_1":"","email2":"","full_name_2":" ","last_infoline_date_type":"2026-01-13"}},"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":"2026-12-02","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","latest_paid_thru":"2026-09-30","last_infoline_date_type":"2026-10-02"}},"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","latest_paid_thru":"2021-09-30"}},"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, 260522 Lapsed DEL","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":"LB2507314","pds_september":"2","last_infoline_date_type":"2025-10-07","last_act_type":"2026-04-05","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","npi_email_temp":"staceysoares@gmail.com","pcl_completion_date_5":"2019-07-15","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"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, TMAI","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":"0","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\n2026 May 25 call reached automated system for Community Living, no human contact.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:09-04:00","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":"08","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","latest_paid_thru":"2023-10-31","thewithdrawaldate":"2024-01-05","aitm_status_called":"2026-05-25T12:07:09-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call reached an automated system for Community Living, which provided options to reach various directors or leave a message. The call ended without reaching a human or completing any membership-related conversation.","aitm_callsummarytitle":"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","session_id":"call_aad7dd31911c6ce22d5ce831d56","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_aad7dd31911c6ce22d5ce831d56","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29770","email":"merlyn02@hotmail.com","first_name":"Merlyn","last_name":"Pizarro","phone":"5147718269","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"do_id":"L25A01721","full_name":"Merlyn Illatopa Pizarro","members_type":"AST","city_1":"Longueuil","province":"QC","language":"French","phone_2":"5147718269","lead_status":"Lapsed Member","new_member_date_2":"2024-03-28","pipeline_2_members_only_ast":"","individual_id":"216570","canceldate":"2025-06-03","no_email_solicitation":"False","pds_march":"2","time_zone":"2","intcode":"15","blocnote":"21 mai 2025 bv\r\ncompleter 22 mai 2025\n2026 May 08 call reached Merlyn but language barrier prevented continuation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:30-04:00","sendpreexpirationemail":"2025-05-22T09:06:00-04:00","value_help_with_complex":"No","old_int_code":"13","area_code":"514","old_do_id":"AST0644","pipeline_1_lapsed_members":"Lapsed Members","pds_july":"2","paid_thru":"2025-03-31","pds_august":"2","temp_do_id_for_auto_old_do_id":"L25A01721","temp_intcode_for_auto_old_int_code":"15","pds_september":"2","last_act_type":"2024-03-28","pcl_status":"P","pcl_completion_date":"2013-10-07","pf1_status":"F","pf1_completion_date":"2017-02-19","number_of_passed_courses":"1","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"merlyn02@hotmail.com","pcl_completion_date_5":"2018-10-07","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:30-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Merlyn and confirmed identity but was unable to continue the call in French as requested by the user. The user expressed preference for French, and the agent asked if continuing in English was acceptable, but the call ended shortly after without further progress.","aitm_callsummarytitle":"Call reached Merlyn but ended due to language barrier","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_85ddacef62d8d75e9930db37db9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_85ddacef62d8d75e9930db37db9"}},"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":"2022-04-01","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","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"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","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","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"10617","email":"wangshixin@hotmail.com","first_name":"Shixin","last_name":"Wang","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, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02160","extension_phone_1":"1009","full_name":"Shixin Wang, CPA, CGA","language":"English","origin":"Lapsed Spring 2024","individual_id":"210962","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502317","time_zone":"4","province":"AB","members_type":"AST","phone_2":"4038918033","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2016-04-02","cpa_certification":"PCP","new_member_date_2":"2013-02-05","no_email_solicitation":"False","cert_status":"PENDING","intcode":"15","blocnote":"Mar 17 2025 vm Shixin Cecilia Wang\r\nApril 3 2025 vm\r\nApril 14 2025 vm\r\nApril 23 2025 line busy\r\nMay 5 2025 line busy\r\nJuly 10 2025 line busy\r\nLN Sept 17 2025 vm\n2026 May 08 call initiated but no conversation with Shixin\n2026 May 11 call connected, identity confirmation attempted, call ended early","organization_id":"240486","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:48-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A02160","temp_intcode_for_auto_old_int_code":"15","old_int_code":"03","last_act_type":"2020-06-01","pcl_status":"P","pcl_completion_date":"2014-12-22","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","trc":"False","wera":"False","npi_email_temp":"wangshixin@hotmail.com","pcl_completion_date_5":"2019-12-22","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-11T13:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent connected the call and attempted to confirm the identity by asking if they were speaking with Shixin. The call was very brief and ended with the user hanging up before any further conversation or survey questions took place.","aitm_callsummarytitle":"Call ended after identity confirmation attempt","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7d0021785e78f125556bbc651e3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7d0021785e78f125556bbc651e3","number_of_calls_reached":"2","notrenewedwanttorenew":"No","mini_nps":"3","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"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":"2026-04-05","number_of_passed_courses":"0","old_int_code":"6","trc":"True","wera":"False","npi_email_temp":"lisa.lukiw@heabc.bc.ca","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"seriesid":"163"}
{"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, 260522 Lapsed DEL","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","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":"2024-07-11","last_act_type":"2025-11-16","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":"2026-05-28","old_int_code":"6","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/10\/2026","company_paid_thru":"2026-10-31","latest_paid_thru":"2026-10-31","cpa_certification":"PCP","company_status":"A"}},"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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"29328","email":"joannapsawon@gmail.com","first_name":"Joanna","last_name":"Pankiewicz-Sawon","phone":"9052122652","orgname":"Hopewell Logistics","customer_acct_name":"Hopewell Logistics","tags":"payroll.ca visited, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST1079","full_name":"Joanna Pankiewicz-Sawon","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"9058960366","lead_status":"Member","new_member_date_2":"2020-05-14","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"168994","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"99","blocnote":"May 4 2026 vm\r\nMay 6 2026 vm\r\nMay 13 2026 Survey completed - webinar and renewal emails.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T10:47:00-04:00","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":"AST1079","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-05-20","telemarketing_call_date":"2026-05-13","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:54-05:00","npi_email_temp":"joannapsawon@gmail.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","mini_nps":"5","testimonial":"NA","renewal_refusal_reasons":"","old_int_code":"02","sendpreexpirationemail":"2026-05-13T10:46:00-04:00","sendapxapplicationform":"2026-05-13T10:47:00-04:00","last_engaged_date":"2026-05-20","last_login_date":"2026-05-20T12:48:28-04:00","member_may":"6","date_of_renewal_identification":"2026-05-23","ai_entered_date":"2026-05-23"}},"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, TMAI, recall pro","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\n2026 May 11 voicemail reached, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 - Reached voicemail, no message left\n2026 May 13 - reached voicemail, no message left\n2026 May 15 - reached voicemail, no message left\n2026 May 15 - Reached voicemail; no human contact.\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made","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":"2026-05-21T08:47:06-04:00","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":"2023-01-06","last_conf_date_type":"2019-07-19","last_act_type":"2025-02-10","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","latest_paid_thru":"2025-04-30","thewithdrawaldate":"2025-07-04","aitm_status_called":"2026-05-21T09:02:04-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached the voicemail of the contact 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","session_id":"call_30063ad616f8ee697bc8049035e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_30063ad616f8ee697bc8049035e","mini_nps":"3","onesentencenotrenewed":"Contact was not reached; voicemail answered.","initialvalue":"Other","othermemberbenefit":"No interaction - voicemail reached","prootherreasonsnottorenew":"No interaction - voicemail reached","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"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, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"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":"2026-02-20","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","company_paid_thru":"2026-06-30","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"31294","email":"sarah.slanina@gmail.com","first_name":"Sarah","last_name":"Slanina","phone":"6043703007","orgname":"Camosun College","customer_acct_name":"Camosun College","tags":"npiAlert14, WR251001, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Sarah Slanina, PLP","lead_status":"Renewed Lapsed","members_type":"CORP","city_1":"Victoria","province":"BC","phone_2":"2507189613","pipeline_2_members_only_ast":"","new_member_date_2":"2014-08-25","cpa_certification":"CPM","no_email_solicitation":"False","area_code":"250","time_zone":"5","language":"English","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"227860","blocnote":"10 June 2025 VM\r\nJune 19 2025 vm   June 25 2025 vm","nonactive_reason":"AST->CAND\/PRO","temp_do_id_for_auto_old_do_id":"LB2507091","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2026-05-28","canceldate":"2025-10-01","paid_thru":"2027-06-30","cert_status":"ACTIVE","organization_id":"8095","old_do_id":"L25O02373","last_infoline_date_type":"2022-02-28","last_act_type":"2026-04-05","coidnewmbrdate":"2019-07-11","found":"DO4 Email","company_paid_thru":"2027-06-30","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":"2018-12-11","number_of_passed_courses":"4","old_int_code":"6","trc":"False","wera":"False","pcp_we":"APPROVED","do_id":"LB2507091","npi_email_temp":"sarah.slanina@gmail.com","pcl_completion_date_5":"2019-12-22","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","corp_cancel_date":"1998-09-30","company_status":"A"}},"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","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"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","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"28798","email":"snmabley@gmail.com","first_name":"Sarah","last_name":"Muise-Mabley","phone":"5878942462","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1012","full_name":"Sarah Muise-Mabley","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"5878942462","lead_status":"Renewed APX","new_member_date_2":"2024-08-02","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"340432","no_email_solicitation":"False","time_zone":"4","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:02:00-04:00","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-06T19:51:00-04:00","nationalconferenceattend":"No","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":"AST1012","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2026-08-01","telemarketing_call_date":"2026-05-01","old_int_code":"2","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:37-05:00","last_engaged_date":"2025-12-01","npi_email_temp":"snmabley@gmail.com","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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","latest_paid_thru":"2023-08-31"}},"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":"2022-11-02","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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
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{"contact":{"id":"31264","email":"meetusrathod@hotmail.ca","first_name":"Meetu","last_name":"Rathod","phone":"9054568014","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, npiAlert19, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Meetu Rathod","lead_status":"Renewed AST","members_type":"AST","city_1":"Brampton","province":"ON","phone_2":"9054568014","do_id":"AST02890","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","new_member_date_2":"2022-01-24","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"8","area_code":"905","time_zone":"2","language":"English","intcode":"16","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"194105","pds_may":"8","cert_status":"WITHDRAWN_CPE","blocnote":"May 11 2026 Number not in service.","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":"AST02890","temp_intcode_for_auto_old_int_code":"16","pds_september":"8","last_infoline_date_type":"2024-11-19","last_act_type":"2026-02-03","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:20:00-04:00","telemarketing_call_date":"2026-05-11","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":"2012-09-21","number_of_passed_courses":"4","pds_october":"8","trc":"False","wera":"False","pds_november":"8","value_help_with_complex":"No","old_int_code":"08","npi_email_temp":"meetusrathod@hotmail.ca","date_of_renewal_identification":"2026-03-10","ln_entered_date":"2026-03-04","old_do_id":"L25A02913","ai_entered_date":"2026-03-10","pcl_completion_date_5":"2017-04-24","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
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{"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":"2017-07-12","last_act_type":"2022-03-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"asuan@shaw.ca","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
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{"contact":{"id":"10227","email":"lobozel@icloud.com","first_name":"Lizel","last_name":"Laparan","phone":"5873917200","orgname":"Global College of Business and Technology","customer_acct_name":"Global College of Business and Technology","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06998","province":"SK","full_name":"Lizel Laparan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304803","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500177","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":"L25C06998","phone_2":"6394711381","last_act_type":"2021-09-09","pcl_status":"P","pcl_completion_date":"2021-11-28","pf1_status":"P","pf1_completion_date":"2022-06-13","pf2_status":"F","pf2_completion_date":"2022-08-28","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"lobozel@icloud.com","pcl_completion_date_5":"2026-11-28","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"5641","email":"servicepaie@muniles.ca","first_name":"Helene","last_name":"Richard","phone":"4189863100","orgname":"Municipalit\u00e9 Les \u00celes-de-la-Madeleine","customer_acct_name":"Municipalit\u00e9 Les \u00celes-de-la-Madeleine","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01591","province":"QC","full_name":"Helene Richard","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2020-10-08","domain_1":"muniles.ca","attended_webinar":"No","lapsed_expiration_date":"2022-12-02","individual_id":"293539","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2025-02-27","old_do_id":"LB2501646","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"15 juillrt 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T10:52:00-04:00","temp_do_id_for_auto_old_do_id":"L25O01591","temp_intcode_for_auto_old_int_code":"6","organization_id":"293535","paid_thru":"2022-09-30","extension_phone_1":"284","last_act_type":"2020-08-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"servicepaie@muniles.ca","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"28832","email":"lorely@wwsmith.ca","first_name":"Lorely","last_name":"Mutlow","phone":"3067731547","orgname":"WW Smith Insurance Ltd.","customer_acct_name":"WW Smith Insurance Ltd.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1016","full_name":"Lorely Mutlow","members_type":"AST","city_1":"Swift Current","province":"SK","language":"English","lead_status":"Renewed APX","new_member_date_2":"2022-03-02","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"310590","no_email_solicitation":"False","area_code":"306","time_zone":"3","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-14T11:16:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:00:00-04:00","blocnote":"May 1 2026 vm","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"99","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1016","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2026-06-02","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:59-05:00","npi_email_temp":"lorely@wwsmith.ca","date_of_renewal_identification":"2026-02-01","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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","latest_paid_thru":"2025-06-30"}},"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":"2024-08-02","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","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"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","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"10673","email":"dpiercey@munninsurance.com","first_name":"Delilah","last_name":"Piercey","phone":"7097570527","orgname":"Munn Insurance Limited","customer_acct_name":"Munn Insurance Limited","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500631","province":"NL","full_name":"Delilah Piercey","language":"English","origin":"2023 lapsed Members","domain_1":"munninsurance.com","lapsed_expiration_date":"2022-05-02","individual_id":"102865","area_code":"709","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETP00003","time_zone":"1","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-05-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"May 26 2025 vm another name\r\nAug 11 2025 vm\r\nLN Oct 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T10:57:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-04-30","new_member_date_2":"2006-05-24","temp_do_id_for_auto_old_do_id":"LB2500631","temp_intcode_for_auto_old_int_code":"6","phone_2":"7093641387","last_infoline_date_type":"2021-07-21","last_act_type":"2022-01-08","pcl_status":"P","pcl_completion_date":"2006-09-13","pf1_status":"P","pf1_completion_date":"2006-12-18","pf2_status":"P","pf2_completion_date":"2007-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-11-22","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"dpiercey@munninsurance.com","pcl_completion_date_5":"2011-09-13","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T17:07:17-04:00","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","called_by":"Tri","aitm_status_called":"2026-05-25T17:07:17-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call reached voicemail and the contact was not available to speak.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5a7a09e21459886d6115856e174","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5a7a09e21459886d6115856e174"}},"seriesid":"163"}
{"contact":{"id":"7830","email":"tci.payroll@tawich.ca","first_name":"Carla","last_name":"Kakabat","phone":"8199780264","orgname":"Cree Nation of Wemindji","customer_acct_name":"Cree Nation of Wemindji","tags":"CSV imported, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Carla Kakabat","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2017-10-11","domain_1":"tawich.ca","individual_id":"293198","area_code":"819","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2502222","time_zone":"2","province":"QC","pipeline_1_lapsed_members":"Renewed lapsed","members_type":"CORP","date_of_renewal_identification":"2026-05-28","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2507448","organization_id":"9838","extension_phone_1":"2259","phone_2":"8199787661","last_act_type":"2024-08-28","company_paid_thru":"2026-06-30","pcl_status":"F","pcl_completion_date":"2025-02-03","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507448","npi_email_temp":"tci.payroll@tawich.ca","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"29339","email":"mstevens@village.fruitvale.bc.ca","first_name":"Misti","last_name":"Stevens","phone":"2503677551","orgname":"Village of Fruitvale","customer_acct_name":"Village of Fruitvale","tags":"payroll.ca visited, Breaking News, 250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1362","full_name":"Misti Stevens","members_type":"AST","city_1":"Fruitvale","province":"BC","language":"English","phone_2":"2502318588","lead_status":"Renewed APX","last_engaged_date":"2026-05-05","new_member_date_2":"2018-09-25","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"74327","no_email_solicitation":"False","pds_march":"3","area_code":"250","time_zone":"5","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-20T17:03:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T12:04:00-04:00","blocnote":"May 5 2026 completed with only one email sent","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","pipeline_1_lapsed_members":"","pds_may":"3","old_int_code":"99","pds_july":"3","paid_thru":"2026-09-30","date_of_renewal_identification":"2025-10-09","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST1362","temp_intcode_for_auto_old_int_code":"31","pds_september":"3","last_act_type":"2025-04-11","telemarketing_call_date":"2026-05-05","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","sendaidate":"2026-05-05T12:03:59-04:00","pds_november":"3","sendaigeneral":"2026-05-05T12:03:00-04:00","senddecemberemail":"2025-12-05T12:48:41-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"4","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"mstevens@village.fruitvale.bc.ca","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","sendaiemail":"2026-05-05T12:03:58-04:00","value_designation":"No"}},"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":"2022-01-11","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","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"8803","email":"rajk2100@yahoo.com","first_name":"Rajesh","last_name":"Khosla","phone":"4164734874","orgname":"DAG Management Inc.","customer_acct_name":"DAG Management Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07290","full_name":"Rajesh Khosla","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"299435","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503365","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":"2021-03-25","temp_do_id_for_auto_old_do_id":"L25C07290","phone_2":"4164734874","last_act_type":"2021-03-24","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":"rajk2100@yahoo.com","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"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":"2022-01-12","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","latest_paid_thru":"2023-11-30"}},"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","latest_paid_thru":"2025-11-30"}},"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":{"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":"2020-04-02","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","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"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, TMAI","ip4":"127.0.0.1","fields":{"old_do_id":"L25A00244","full_name":"Charles Mowat","members_type":"AST","city_1":"Saskatoon","province":"SK","language":"English","lead_status":"Refused","new_member_date_2":"2022-01-12","individual_id":"308888","pipeline_1_lapsed_members":"Refused Lapsed","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\n2026 May 08 contact declined to renew membership and did not provide a reason.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","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":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"didn't participant","mini_nps":"3","age_range":"61+","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":"L25A00244","temp_intcode_for_auto_old_int_code":"01","phone_2":"3062305009","last_act_type":"2024-05-01","old_int_code":"15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"charles@mowataccounting.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent confirmed the contact's identity and conducted a survey regarding the National Payroll Institute membership experience. The contact rated their satisfaction as average and declined to renew their membership without providing a reason. The call ended politely with no further action taken.","aitm_callsummarytitle":"Membership Renewal Declined","notrenewedwanttorenew":"No","onesentencenotrenewed":"No reason provided for not renewing.","initialvalue":"Seminar","npi_voicemaildetection":"No","ivrdetector":"No","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c5fb140a2584591acfd5ea7e9d1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c5fb140a2584591acfd5ea7e9d1","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29353","email":"cdezoete@mavrik.com","first_name":"Catherine","last_name":"Dezoete","phone":"5143600348","orgname":"Mavrik Corp.","customer_acct_name":"Mavrik Corp.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0364","full_name":"Catherine Dezoete","members_type":"AST","city_1":"Montreal","province":"QC","language":"English","phone_2":"5145719579","lead_status":"Member","new_member_date_2":"2023-06-20","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"326293","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"05","blocnote":"May 1 2026 no answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T15:19:00-04:00","pipeline_1_lapsed_members":"","last_engaged_date":"2025-12-01","career_july":"1","member_july":"1","paid_thru":"2027-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"2","temp_do_id_for_auto_old_do_id":"AST0364","temp_intcode_for_auto_old_int_code":"05","last_infoline_date_type":"2025-05-13","last_act_type":"2026-07-04","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","sendaigeneral":"2025-10-31T10:35:00-04:00","sendoctoberemail":"2025-10-31T10:35:17-04:00","sendaidate":"2025-12-01T10:13:37-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-31T10:37:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","trc":"False","wera":"False","npi_email_temp":"cdezoete@mavrik.com","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"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","latest_paid_thru":"2021-10-31"}},"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, TMAI","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":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 Survey completed No Longer in payroll.\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail not initialized by customer\n2026 May 11 call reached uninitialized voicemail service\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail not initialized by customer","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","temp_do_id_for_auto_old_do_id":"L25A02255","temp_intcode_for_auto_old_int_code":"06","phone_2":"6479264683","last_act_type":"2022-10-02","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":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","old_int_code":"01","trc":"False","wera":"False","npi_email_temp":"mcml1422@gmail.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:40-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Huizhong but was forwarded to a voicemail service that has not been initialized by the customer, so no conversation took place.","aitm_callsummarytitle":"Voicemail Not Initialized","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_615ea937980207d1fafe5879f67","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_615ea937980207d1fafe5879f67"}},"seriesid":"163"}
{"contact":{"id":"5579","email":"tmouzawak@videotron.ca","first_name":"Th\u00e9r\u00e8se","last_name":"Mouzawak","phone":"5143819790","orgname":"Tootsi Impex Inc.","customer_acct_name":"Tootsi Impex Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01779","province":"QC","extension_phone_1":"135","full_name":"Th\u00e9r\u00e8se Mouzawak, CPA, CMA","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2019-02-13","attended_webinar":"No","lapsed_expiration_date":"2022-04-02","individual_id":"272794","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501615","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T11:27:00-04:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25O01779","temp_intcode_for_auto_old_int_code":"6","organization_id":"272793","pds_august":"2","pds_september":"2","last_infoline_date_type":"2021-03-17","last_act_type":"2021-03-17","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"tmouzawak@videotron.ca","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-04-02","company_status":"I"}},"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","npi_email_temp":"pahren@chisasibi.ca","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","latest_paid_thru":"2020-09-30","formatted_paid_thru":"30\/09\/2020","company_status":"I","organization_id":"159825"}},"seriesid":"163"}
{"contact":{"id":"7571","email":"ptlovett@telus.net","first_name":"Tammy","last_name":"Lovett","phone":"7809098267","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Tammy Lovett","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"21-juil-20","individual_id":"290554","region":"CDN","lead_status":"Refused","old_do_id":"L25A02420","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-09-02","members_type":"AST","new_member_date_2":"2020-07-21","no_email_solicitation":"FALSE","province":"AB","time_zone":"4","paid_thru":"2021-06-30","intcode":"11","blocnote":"Aug 13 2025 vm\n2026 May 08 contact answered but refused to continue, does not take calls from AI","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:44-04:00","temp_do_id_for_auto_old_do_id":"L25A02420","temp_intcode_for_auto_old_int_code":"11","phone_2":"7809098267","last_act_type":"2020-08-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ptlovett@telus.net","formatted_paid_thru":"30\/06\/2021","latest_paid_thru":"2021-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Tammy to discuss her lapsed Associate membership with the National Payroll Institute, but Tammy declined to continue the conversation, stating she does not take calls from AI.","aitm_callsummarytitle":"User refused AI call about membership renewal","notrenewedwanttorenew":"No","onesentencenotrenewed":"User does not take calls from AI and declined to continue.","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","retell_call_status":"ended","session_id":"call_405617277c5f7a49d7b24c0617e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_405617277c5f7a49d7b24c0617e","number_of_calls_reached":"1"}},"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, TMAI","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":"06","blocnote":"12 May 2025 Wrong number\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 voicemail reached, no human contact\n2026 May 11 voicemail reached, no direct contact\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail.\n2026 May 13 call reached voicemail at Weave residence\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail at Angel's Bookkeeping.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","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":"06","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","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached voicemail at Angel's Bookkeeping and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached at Angel's Bookkeeping","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5d420dcfa4ec8bdd30bbe6bb7fd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5d420dcfa4ec8bdd30bbe6bb7fd","mini_nps":"3","onesentencenotrenewed":"No conversation with contact; voicemail reached.","initialvalue":"Other","othermemberbenefit":"No interaction to determine reason.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"29319","email":"bren.stashuk@wefpport.com","first_name":"Bren","last_name":"Stashuk","phone":"7786893622","orgname":"Westport Fuel Systems","customer_acct_name":"Westport Fuel Systems","tags":"250205 AST Members, inPipeline2","ip4":"127.0.0.1","fields":{"full_name":"Bren Stashuk","members_type":"CAND","city_1":"Vancouver","province":"BC","language":"English","new_member_date_2":"2024-08-14","pipeline_2_members_only_ast":"","individual_id":"340928","no_email_solicitation":"False","area_code":"778","time_zone":"5","intcode":"06","blocnote":"July 10 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-07-10T16:39:00-04:00","pipeline_1_lapsed_members":"","sendpreexpirationemail":"2025-07-10T16:37:00-04:00","sendapplicationform":"2025-07-10T16:38:00-04:00","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":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","old_do_id":"L25C05900","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2504552","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2026-08-04","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-12-02","pf1_status":"F","pf1_completion_date":"2025-08-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"bren.stashuk@wefpport.com","pf2_status":"E","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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","latest_paid_thru":"2021-01-31","company_paid_thru":"2021-01-31","corp_cancel_date":"2021-04-02","company_status":"I"}},"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":"2024-08-10","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","latest_paid_thru":"2023-10-31"}},"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","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"9622","email":"jehona10berisha@gmail.com","first_name":"Jehona","last_name":"Berisha","phone":"2265052296","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":"Jehona Berisha","language":"English","origin":"Lapsed Spring 2024","individual_id":"320079","region":"CDN","lead_status":"Refused","old_do_id":"L25C06356","members_type":"CAND","province":"ON","area_code":"226","time_zone":"2","phone_2":"2265052296","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"NOv 6 2025 vm","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T09:38:00-05:00","new_member_date_2":"2023-01-27","temp_do_id_for_auto_old_do_id":"L25C06356","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":"2023-12-27","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","npi_email_temp":"jehona10berisha@gmail.com","pipeline_2_members_only_ast":"","old_int_code":"6","date_of_renewal_identification":"","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","old_do_id":"L25A02339","pipeline_1_lapsed_members":"Refused Lapsed","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":"11","blocnote":"Aug 13 2025 vm\r\nLN Oct 31 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 contact declined to provide information and ended call early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:57-04:00","temp_do_id_for_auto_old_do_id":"L25A02339","temp_intcode_for_auto_old_int_code":"11","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","latest_paid_thru":"2022-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:21-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called Nivein to discuss the lapsed Associate membership and intended to ask survey questions, but Nivein declined to provide any information over the phone and ended the call shortly after.","aitm_callsummarytitle":"Contact declined to provide information","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_a33552d748818ccd249b02448a4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a33552d748818ccd249b02448a4","onesentencenotrenewed":"Contact declined to provide any information over the phone.","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"9529","email":"tracey.henderson@oetiker.com","first_name":"Tracey","last_name":"Henderson","phone":"7054354394","orgname":"Oetiker Ltd","customer_acct_name":"Oetiker Ltd","tags":"CSV imported, payroll.ca visited, F24 Absentees, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01627","province":"ON","extension_phone_1":"259","full_name":"Tracey Henderson","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2000-09-07","domain_1":"oetiker.com","lapsed_expiration_date":"2022-11-02","individual_id":"72568","area_code":"705","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501169","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"Aug 12 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T18:50:00-04:00","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":"Yes","npivaluenotdeliveredspecify":"We just didnt use it as much","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":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O01627","temp_intcode_for_auto_old_int_code":"1","organization_id":"9001","pds_august":"10","pds_september":"10","last_act_type":"2022-10-17","number_of_passed_courses":"0","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"tracey.henderson@oetiker.com","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7867","email":"vroberson@maviro.com","first_name":"Vondra","last_name":"Roberson","phone":"7134855193","orgname":"Maviro Catalyst Canada","customer_acct_name":"Maviro Catalyst Canada","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Vondra Roberson","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"22-f?vr-19","domain_1":"maviro.com","individual_id":"273271","area_code":"833","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"L25O02133","time_zone":"2","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2020-01-31","temp_do_id_for_auto_old_do_id":"LB2507647","province":"ON","organization_id":"273270","extension_phone_1":"106","members_type":"CORP","last_act_type":"2020-09-04","intcode":"21","blocnote":"LN Oct 15 2025 Vondra no longer there and Patricia is in her position now said they now outsource their payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T15:50:00-04:00","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":"LB2507647","npi_email_temp":"vroberson@maviro.com","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31","company_paid_thru":"2020-01-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31329","email":"yilinda111@gmail.com","first_name":"Linda","last_name":"Yi","phone":"9055695282","orgname":"McRae Imaging Inc.","customer_acct_name":"McRae Imaging Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Linda (Liping) Yi, PCP,CPA","members_type":"PRO","city_1":"Mississauga","province":"ON","phone_2":"6476888215","pipeline_2_members_only_ast":"","new_member_date_2":"2020-04-03","area_code":"647","time_zone":"2","language":"English","intcode":"06","blocnote":"July 11 2025 vm  July 17 2025 vm\r\nJuly 30 2025 vm  Aug 5 2025 vm","pipeline_1_lapsed_members":"","individual_id":"287237","cert_status":"ACTIVE","dhmsfin_telemarketing_last_contacted_date":"2025-08-05T15:56:00-04:00","canceldate":"2023-06-02","cpa_certification":"PCP","paid_thru":"2027-03-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25P02321","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2507717","temp_intcode_for_auto_old_int_code":"6","last_act_type":"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":"2020-08-19","pf2_status":"P","pf2_completion_date":"2020-11-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-08-25","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"yilinda111@gmail.com","pcl_completion_date_5":"2025-06-21","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"324803","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"Apr 30 2026 vm  MAy 22 20256 m","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T10:05:00-04:00","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":"2026-07-04","last_act_type":"2026-07-04","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2026-05-22","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","latest_paid_thru":"2026-10-31"}},"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, TMAI","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":"15","blocnote":"12 aout 2025 bv\n2026-05-08 invalid phone destination, phone: +15149892863\n2026 May 08 contact answered and agreed to proceed with survey","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","temp_do_id_for_auto_old_do_id":"L25A02281","temp_intcode_for_auto_old_int_code":"15","pds_august":"5","phone_2":"4383992489","pds_september":"5","last_infoline_date_type":"2020-11-30","last_act_type":"2023-02-03","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","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:36:43-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","session_id":"call_3a70761cadf7d996815eece95b7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3a70761cadf7d996815eece95b7","npi_transcriptsummary":"The agent successfully reached Almeta and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. The user confirmed identity and agreed to proceed with the questions. The call ended shortly after the first survey question was asked.","aitm_callsummarytitle":"Initial contact and survey start with Almeta","notrenewedwanttorenew":"No","mini_nps":"3","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"111753","no_email_solicitation":"False","pds_march":"2","area_code":"780","time_zone":"4","blocnote":"May 1 2026 Angie retired last January","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:05:00-04:00","intcode":"21","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":"21","pds_september":"2","last_infoline_date_type":"2025-08-05","last_conf_date_type":"2019-06-12","last_act_type":"2025-07-07","telemarketing_call_date":"2026-05-01","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","latest_paid_thru":"2026-08-31","old_int_code":"12","notrenewednolongerinpayroll":"Yes"}},"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":"2022-12-05","last_conf_date_type":"2020-06-17","last_act_type":"2024-06-11","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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"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":"2026-08-01","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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2025-10-31"}},"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","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":"2021-06-05","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","latest_paid_thru":"2025-03-31"}},"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, TMAI","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\n2026 May 25 call reached voicemail at Griminia School\n2026 May 25 call reached voicemail, no conversation with Shelley","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:08-04:00","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","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":"06","pds_august":"1","pds_september":"1","last_act_type":"2025-02-06","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-25T13:22:05-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call reached a voicemail as the contact Shelley was not available to speak. The agent was unable to complete the conversation or perform any tasks.","aitm_callsummarytitle":"Voicemail reached, no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"21","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bf9b0cc4f1bf46b96f5ae06747a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bf9b0cc4f1bf46b96f5ae06747a","number_of_total_call_attempts":"2","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"29880","email":"marie.qeleshi@basf.com","first_name":"Marie","last_name":"Qeleshi","phone":"1973245745","orgname":"BASF Corp.","customer_acct_name":"BASF Corp.","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01810","full_name":"Marie Qeleshi","members_type":"AST","city_1":"Florham Park","province":"NJ","language":"English","lead_status":"Lapsed Member","last_engaged_date":"2025-02-26","new_member_date_2":"2024-05-24","pipeline_2_members_only_ast":"","individual_id":"338036","no_email_solicitation":"False","area_code":"973","time_zone":"2","intcode":"06","blocnote":"may 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T15:06:44-04:00","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-07-04","old_do_id":"AST1160","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01810","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":"marie.qeleshi@basf.com","aitm_status_called":"2026-03-18T15:06:44-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"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","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"31307","email":"bearcr01@gmail.com","first_name":"Robbyn","last_name":"Troup","phone":"7808142335","orgname":"Bear Creek Maintenance Ltd.","customer_acct_name":"Bear Creek Maintenance Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Robbyn Troup, PCP","members_type":"PRO","city_1":"Co GP N0.1","province":"AB","phone_2":"7808142335","pipeline_2_members_only_ast":"","new_member_date_2":"2011-10-19","area_code":"780","time_zone":"4","sendaprilemail":"Yes","sendpreexpirationemail":"2025-04-30T12:38:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-04-30T12:38:00-04:00","blocnote":"Apr 30 2025 send info by email","nationalconferenceattend":"No","intcode":"11","language":"English","pipeline_1_lapsed_members":"","individual_id":"191483","old_int_code":"2","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02188","lead_status":"Not Relevant","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2504475","temp_intcode_for_auto_old_int_code":"11","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"2","pds_september":"2","last_act_type":"2026-04-05","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2011-12-20","pf1_status":"P","pf1_completion_date":"2012-04-11","pf2_status":"P","pf2_completion_date":"2012-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-11-18","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"bearcr01@gmail.com","pcl_completion_date_5":"2016-12-20","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"11426","email":"rvictoria@gentec-intl.com","first_name":"Robert","last_name":"Victoria","phone":"9055137733","orgname":"Gentec International","customer_acct_name":"Gentec International","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Robert Victoria","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":"LB2501038","individual_id":"268228","members_type":"CORP","time_zone":"2","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00434","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"22 May 2025 He said there were not members","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T14:53:00-04:00","intcode":"21","notrenewedother":"Not interested","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2501038","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"rvictoria@gentec-intl.com"}},"seriesid":"163"}
{"contact":{"id":"29304","email":"leeba2002@yahoo.com","first_name":"Vasilica","last_name":"Banea","phone":"9055013262","orgname":"Chartwell Reit","customer_acct_name":"Chartwell Reit","tags":"250205 AST Members, 250404 phone cannot be recovered, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"LREFUSED4","full_name":"Vasilica Banea","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"4162707910","lead_status":"Refused","new_member_date_2":"2002-03-15","pipeline_2_members_only_ast":"","individual_id":"45203","no_email_solicitation":"False","pds_march":"5","intcode":"16","blocnote":"20 March 2025 VM\r\n24 March 2025 No answer\r\n01 April 2025 Busy number\r\n03 April 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-04-03T15:54:00-04:00","area_code":"905","time_zone":"2","notrenewedother":"Phone cannot be recovered","onesentencenotrenewed":"No ability to recover phone.","pipeline_1_lapsed_members":"Refused Lapsed","pds_july":"5","paid_thru":"2026-08-31","pds_august":"5","temp_do_id_for_auto_old_do_id":"LREFUSED4","temp_intcode_for_auto_old_int_code":"16","pds_september":"5","last_infoline_date_type":"2021-04-08","last_act_type":"2025-07-25","pcl_status":"P","pcl_completion_date":"2018-05-06","number_of_passed_courses":"1","pds_october":"5","trc":"True","wera":"False","pds_november":"5","npi_email_temp":"leeba2002@yahoo.com","old_do_id":"LREFUSED","pcl_completion_date_5":"2023-05-06","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"11430","email":"hr.canada@westerntrust.com","first_name":"HR","last_name":"","phone":"8193411111","orgname":"Club Lespri Tremblant","customer_acct_name":"Club Lespri Tremblant","tags":"CSV imported, NPIdealed, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"HR","language":"English","origin":"Lapsed Spring 2024","domain_1":"westerntrust.com","do_id":"LB2502701","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":"CLNPI001547","province":"QC","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"LB2502701","intcode":"16","blocnote":"LN Sept 29 2025 Number not in service.","dhmsfin_telemarketing_last_contacted_date":"2025-09-29T11:17:00-04:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","notrenewedother":"Phone cannot be recovered","npi_email_temp":"hr.canada@westerntrust.com"}},"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":"2023-10-04","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","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"10770","email":"sahibakaur922@gmail.com","first_name":"Ishpreet","last_name":"Hora","phone":"2045905607","orgname":"Gfl Environmental Inc","customer_acct_name":"Gfl Environmental 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":"Ishpreet Kaur Hora","language":"English","origin":"Lapsed Spring 2024","region":"CDN","lead_status":"Refused","old_do_id":"L25C06466","members_type":"CAND","province":"ON","area_code":"204","time_zone":"3","phone_2":"2045905607","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 4 2025 vm\r\nLNC Nov 12 2025 vm\r\nLNC Dec 8 2025 vm\r\nLNC Dec 17 2025 She said she changed her career path, She is no longer interested in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T16:42:00-05:00","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":"Recommend","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Now in HR","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":"No","canceldate":"2024-02-03","individual_id":"319792","paid_thru":"2023-11-30","new_member_date_2":"2022-12-19","temp_do_id_for_auto_old_do_id":"L25C06466","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-22","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-08-22","number_of_passed_courses":"2","onesentencenotrenewed":"","old_int_code":"06","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"sahibakaur922@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"9567","email":"daffodil.stewart@havas.com","first_name":"Daffodil","last_name":"Stewart-Morris","phone":"4164806668","orgname":"Havas Worldwide Canada Inc","customer_acct_name":"Havas Worldwide Canada Inc","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01697","province":"ON","full_name":"Daffodil Stewart-Morris","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1989-04-01","domain_1":"havas.com","lapsed_expiration_date":"2022-07-05","individual_id":"253761","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501164","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"07","blocnote":"May 20 2025 vm\r\nAug 6 2025 line busy\r\nLN Oct 1 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T13:50:00-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01697","temp_intcode_for_auto_old_int_code":"7","organization_id":"7353","phone_2":"4162855847","last_act_type":"2018-02-21","pcl_status":"F","pcl_completion_date":"2018-02-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"daffodil.stewart@havas.com","pcl_completion_date_5":"2023-02-04","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"seriesid":"163"}
{"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","latest_paid_thru":"2021-07-31"}},"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":"2026-03-13","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","old_do_id":"AST1822","npi_email_temp":"amrinder494@yahoo.com","pcl_completion_date_5":"2029-01-30","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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","latest_paid_thru":"2022-12-31"}},"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":{"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","latest_paid_thru":"2027-02-28","last_act_type":"2026-12-03","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Marie-Eve Durocher-Boutin","members_type":"AST","do_id":"L25A03076","city_1":"Terrebonne","province":"QC","language":"French","phone_2":"4388855541","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":"450","time_zone":"2","intcode":"06","individual_id":"304942","extension_phone_1":"269","temp_do_id_for_auto_old_do_id":"L25A03076","temp_intcode_for_auto_old_int_code":"06","canceldate":"2026-05-02","new_member_date_2":"2025-03-19","paid_thru":"2026-02-28","last_act_type":"2025-03-19","blocnote":"20 mai 2026 bv\r\n21 mai 2026 bv\r\n22 mai 2026 bv ne pas appeler lundi mardi\r\n29 mai 2026 bv","dhmsfin_telemarketing_last_contacted_date":"2026-05-29T10:03:00-04:00","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","latest_paid_thru":"2026-02-28","ln_entered_date":"2026-05-03","old_do_id":"AST1900","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:03-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent repeatedly attempted to reach Marie-Eve but was unable to connect with a human, encountering an automated phone system each time. The call ended after reaching the maximum duration without successful contact or conversation.","aitm_callsummarytitle":"No Human Contact - Reached Automated System","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"03","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2ecd4caaa4b56dd3c2799854d97","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2ecd4caaa4b56dd3c2799854d97","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"7770","email":"svereholloway@gmail.com","first_name":"Susan","last_name":"Vere-Holloway","phone":"7097430580","orgname":"Service Canada","customer_acct_name":"Service Canada","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503052","full_name":"Susan Vere-Holloway","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2014-09-17","individual_id":"228849","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-24","old_do_id":"C17632","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-11-02","province":"NL","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"1","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2021-08-31","new_member_date_2":"2014-09-17","temp_do_id_for_auto_old_do_id":"LB2503052","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"7097430580","pds_september":"1","last_act_type":"2022-01-31","pcl_status":"P","pcl_completion_date":"2015-01-07","pf1_status":"P","pf1_completion_date":"2015-04-27","pf2_status":"P","pf2_completion_date":"2015-12-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-05-04","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"svereholloway@gmail.com","pcl_completion_date_5":"2020-01-07","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31"}},"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, TMAI","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":"16","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"272788","cert_status":"WITHDRAWN_CPE","blocnote":"Oct 23 2025 vm\n2026 May 08 contact answered but is not Zeyu, call ended politely","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":"16","last_act_type":"2025-11-09","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:06:45-04:00","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","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called a contact asking for Zeyu regarding a lapsed membership, but the person on the line confirmed they were not Zeyu. The agent ended the call politely after confirming the identity was incorrect.","aitm_callsummarytitle":"Wrong Contact - Call Ended","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ac1c91146b0df4cb60d68451025","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ac1c91146b0df4cb60d68451025","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29826","email":"jarentheo@hotmail.com","first_name":"Jarrett","last_name":"Fisher","phone":"4509702846","orgname":"Elopak Canada Inc.","customer_acct_name":"Elopak Canada Inc.","tags":"250205 AST Members, 250528 phone cannot be recovered, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0463","full_name":"Jarrett Fisher","members_type":"AST","city_1":"Beaconsfield","province":"QC","language":"English","phone_2":"5146956128","lead_status":"Renewed APX","new_member_date_2":"2023-07-11","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"72219","canceldate":"2022-12-02","no_email_solicitation":"False","pds_march":"1","area_code":"450","time_zone":"2","intcode":"16","blocnote":"26 May 2025 Number not found","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T09:52:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","pipeline_1_lapsed_members":"","pds_may":"1","pds_july":"1","paid_thru":"2026-06-30","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0463","temp_intcode_for_auto_old_int_code":"16","pds_september":"1","last_infoline_date_type":"2021-01-04","last_act_type":"2025-11-06","telemarketing_call_date":"2025-05-26","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:50-05:00","pds_november":"1","npi_email_temp":"jarentheo@hotmail.com","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"41381","no_email_solicitation":"False","pds_march":"19","area_code":"250","time_zone":"5","intcode":"16","blocnote":"May 1 2026 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T12:02:00-04:00","old_int_code":"12","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":"16","pds_september":"19","last_infoline_date_type":"2025-06-26","last_conf_date_type":"2024-08-21","last_act_type":"2026-12-02","telemarketing_call_date":"2026-05-01","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","latest_paid_thru":"2027-01-31"}},"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":"2024-06-08","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","latest_paid_thru":"2025-07-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 voicemail reached, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:47-04:00","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":"2022-01-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gperrelli@sbcglobal.net","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:25-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail. No conversation took place.","aitm_callsummarytitle":"Call reached voicemail, no answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_997f64555df30b4af1832985cd0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_997f64555df30b4af1832985cd0"}},"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":{"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","latest_paid_thru":"2024-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"249894","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:55:00-04:00","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"99","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":"06","last_act_type":"2025-02-12","telemarketing_call_date":"2026-05-06","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","latest_paid_thru":"2026-12-31"}},"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","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9518","email":"minaraakter7@gmail.com","first_name":"Minara","last_name":"Akter","phone":"7788857717","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":"LB2503800","full_name":"Minara Akter","language":"English","origin":"Lapsed Spring 2024","individual_id":"320166","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001964","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7788857717","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"Mar 12 2025 vm\r\nMar 25 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-03-25T12:02:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-01-05","temp_do_id_for_auto_old_do_id":"LB2503800","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-07-06","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"F","pf1_completion_date":"2023-06-07","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"minaraakter7@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"8749","email":"sunniewongsumyee@gmail.com","first_name":"Xinyi","last_name":"Huang","phone":"2364731123","orgname":"Donald's Fine Foods","customer_acct_name":"Donald's Fine Foods","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07015","full_name":"Xinyi Huang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304177","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503440","members_type":"CAND","province":"BC","area_code":"236","time_zone":"5","phone_2":"6044426366","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"10 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 She doesn't remember that she was a member","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T17:28:00-04:00","intcode":"3","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-09","temp_do_id_for_auto_old_do_id":"L25C07015","temp_intcode_for_auto_old_int_code":"3","last_act_type":"2021-09-09","pcl_status":"P","pcl_completion_date":"2021-11-14","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sunniewongsumyee@gmail.com","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8754","email":"amanesim@gmail.com","first_name":"Amanesi","last_name":"Maleghemi","phone":"6475726290","orgname":"St. George Memorial","customer_acct_name":"St. George Memorial","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07188","province":"ON","full_name":"Amanesi Maleghemi, Licensed Paralegal","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"301328","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500646","time_zone":"2","members_type":"CAND","phone_2":"6475726290","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"Mar 11 2025 No one by the  name Amanesi there","dhmsfin_telemarketing_last_contacted_date":"2025-03-19T10:04:00-04:00","canceldate":"2022-07-05","paid_thru":"2022-04-30","new_member_date_2":"2021-05-18","temp_do_id_for_auto_old_do_id":"L25C07188","old_int_code":"12","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2021-05-17","pcl_status":"P","pcl_completion_date":"2021-09-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"amanesim@gmail.com","pcl_completion_date_5":"2026-09-26","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"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":"2027-03-31","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","old_int_code":"6","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ptrhansen@icloud.com","pcl_completion_date_5":"2021-12-25","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"7663","email":"linda.durand@rb.com","first_name":"Linda","last_name":"Durand","phone":"9734042741","orgname":"Reckitt Benckiser LLC","customer_acct_name":"Reckitt Benckiser LLC","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02090","full_name":"Linda Durand","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"8-avr-13","domain_1":"rb.com","individual_id":"191554","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502151","time_zone":"5","province":"NJ","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25O02090","organization_id":"191536","pds_august":"4","members_type":"CORP","pds_september":"4","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T16:57:00-05:00","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":"linda.durand@rb.com","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31","company_paid_thru":"2020-03-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9587","email":"attract_to_grow_canada@rhimagnesita.com","first_name":"Karla","last_name":"Morales","phone":"9056334586","orgname":"RHI Canada Inc","customer_acct_name":"RHI Canada Inc","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00026","province":"ON","full_name":"Karla Morales","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1998-10-19","domain_1":"rhimagnesita.com","lapsed_expiration_date":"2023-01-05","individual_id":"294420","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-25","old_do_id":"CNPIRETO00950","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 20 2025 Karla Morales no longer there. Call back\r\nAug 6 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T10:17:00-05:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00026","temp_intcode_for_auto_old_int_code":"6","organization_id":"7277","last_act_type":"2022-12-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"attract_to_grow_canada@rhimagnesita.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"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":"2023-02-01","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","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"contact":{"id":"11958","email":"ashton@capebretonpartnership.com","first_name":"Ashton","last_name":"Bishop","phone":"9025620122","orgname":"Cape Breton Partnership","customer_acct_name":"Cape Breton Partnership","tags":"CSV imported, 241010 CDN, DELETE, NPIdealed, 250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Ashton Bishop, PCP","language":"English","origin":"Lapsed Spring 2024","domain_1":"capebretonpartnership.com","individual_id":"310165","members_type":"CORP","time_zone":"1","area_code":"902","lead_status":"Not Relevant","last_engaged_date":"2024-12-16","old_do_id":"L25O04569","province":"NS","coidnewmbrdate":"2025-02-14","city_1":"Sydney Mines","phone_2":"9023711764","found":"DO4 Email","pipeline_1_lapsed_members":"","new_member_date_2":"2022-02-14","date_of_renewal_identification":"","organization_id":"276233","canceldate":"2024-04-02","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25O04569","last_act_type":"2026-12-01","company_paid_thru":"2027-01-31","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"P","pf1_completion_date":"2022-09-25","pf2_status":"P","pf2_completion_date":"2023-01-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-01-12","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","pipeline_2_members_only_ast":"","npi_email_temp":"ashton@capebretonpartnership.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","corp_cancel_date":"2020-07-03","do_id":"","company_status":"A"}},"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":"2025-08-07","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","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"7886","email":"thatbookkeeper@telus.net","first_name":"Bev","last_name":"Thompson","phone":"4035046054","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02486","full_name":"Bev Thompson","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2005-10-06","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-20","old_do_id":"LB2502090","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"34372","canceldate":"2020-12-02","members_type":"AST","new_member_date_2":"2005-10-06","no_email_solicitation":"False","intcode":"06","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human answer\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made.\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact with Bev\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:42-04:00","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25A02486","temp_intcode_for_auto_old_int_code":"6","phone_2":"4035046054","last_act_type":"2019-04-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"thatbookkeeper@telus.net","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:41-04:00","number_of_call_attempts":"8","number_of_total_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","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_533089a227c56212b65d852fb82","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_533089a227c56212b65d852fb82","mini_nps":"3","onesentencenotrenewed":"No contact was made as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine other member benefits.","astotherreasonsnottorenew":"No interaction to determine reason for not renewing.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"28790","email":"janicemu@yahoo.com","first_name":"Janice","last_name":"Mueller","phone":"9054350100","orgname":"Smith Electric","customer_acct_name":"Smith Electric","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01653","full_name":"Janice Mueller","members_type":"AST","city_1":"Oshawa","province":"ON","language":"English","phone_2":"9057280419","lead_status":"Lapsed Member","new_member_date_2":"2015-03-10","pipeline_2_members_only_ast":"","individual_id":"168717","canceldate":"2025-05-02","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"2","area_code":"905","time_zone":"2","old_do_id":"AST1011","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","blocnote":"14 May 2025 VM\n2026 Mar 03 voicemail reached, no human contact\n2026 Mar 03 call disconnected early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T16:05:02-05:00","cert_status":"WITHDRAWN_CPE","pds_july":"2","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01653","temp_intcode_for_auto_old_int_code":"15","pds_august":"2","pds_september":"2","last_infoline_date_type":"2024-11-18","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-01-09","pf1_status":"P","pf1_completion_date":"2012-02-08","pf2_status":"P","pf2_completion_date":"2012-03-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-04-10","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"janicemu@yahoo.com","aitm_status_called":"2026-03-03T16:15:05-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was very brief, lasting only 4 seconds, and ended abruptly without any meaningful conversation or task completion.","aitm_callsummarytitle":"Call disconnected early 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":"6","number_of_calls_reached":"1","pcl_completion_date_5":"2017-01-09","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"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":"2024-01-03","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","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"31279","email":"marijana@hellofinance.ca","first_name":"Marijana","last_name":"Saric","phone":"5195907493","orgname":"HelloFinance","customer_acct_name":"HelloFinance","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Marijana Saric","lead_status":"Member","members_type":"AST","city_1":"Kitchener","province":"ON","phone_2":"5195907493","do_id":"AST1808","pipeline_2_members_only_ast":"Pre-membership expiration","new_member_date_2":"2019-05-21","no_email_solicitation":"False","area_code":"519","time_zone":"2","language":"English","intcode":"06","pipeline_1_lapsed_members":"","individual_id":"276177","blocnote":"May 4 2026 vm  May 6 2026 vm\r\nMay 12 2026 bm  May 19 2026 vm\r\nMay 22 2026 vm  May 25 2026 vm","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1808","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2026-02-26","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T10:09:00-04:00","telemarketing_call_date":"2025-10-23","pcl_status":"F","pcl_completion_date":"2026-05-20","pf1_status":"F","pf1_completion_date":"2023-04-30","number_of_passed_courses":"0","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:03-05:00","npi_email_temp":"marijana@hellofinance.ca","apx_entered_date":"2026-03-16","pcl_completion_date_5":"2031-05-20","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30"}},"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","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"30937","email":"mclachlan.christina@gmail.com","first_name":"Christina","last_name":"Haars","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, TMAI, recall pro","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\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","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":"2026-03-31","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","latest_paid_thru":"2025-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-21T10:52:04-04:00","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":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a64d8e605bf4936150be564a2f9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a64d8e605bf4936150be564a2f9","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"7697","email":"malini_121@yahoo.com","first_name":"Pushpa","last_name":"Poosarla","phone":"6479383671","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503024","full_name":"Pushpa Malini Poosarla","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2009-11-04","individual_id":"122047","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"C17591","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-03-02","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","time_zone":"2","members_type":"PRO","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2020-12-31","new_member_date_2":"2009-11-04","temp_do_id_for_auto_old_do_id":"LB2503024","temp_intcode_for_auto_old_int_code":"21","phone_2":"6479383671","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":"malini_121@yahoo.com","pcl_completion_date_5":"2012-10-23","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31"}},"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":"2026-04-05","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","npi_email_temp":"tracykeeping@hotmail.com","pcl_completion_date_5":"2014-05-11","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"11439","email":"bailey@mcclays.ca","first_name":"Bailey","last_name":"Sherratt","phone":"5194853088","orgname":"McClay Group Ltd.","customer_acct_name":"McClay Group Ltd.","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Bailey Sherratt","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-03-22","domain_1":"mcclays.ca","lapsed_expiration_date":"2023-05-02","do_id":"LB2501098","individual_id":"360857","members_type":"CORP","time_zone":"2","area_code":"519","region":"CDN","lead_status":"Lapsed DEL","last_engaged_date":"2024-12-16","old_do_id":"CNPIRETO00714","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"22 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T15:16:00-05:00","temp_do_id_for_auto_old_do_id":"LB2501098","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"bailey@mcclays.ca","organization_id":"299264.0","pcl_status":"E","number_of_passed_courses":"0","trc":"False","wera":"False","date_of_renewal_identification":"2026-05-26","old_int_code":"6","paid_thru":"2027-02-28","pf1_status":"E","pf2_status":"E","formatted_paid_thru":"28\/02\/2027","company_paid_thru":"2027-02-28","latest_paid_thru":"2027-02-28"}},"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","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","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"31341","email":"beaubiem@csspo.gouv.qc.ca","first_name":"Marie-Claude","last_name":"Beaubien","phone":"8197714548","orgname":"Centre de Services Scolaire des Portages-de-l'Outaouais","customer_acct_name":"Centre de Services Scolaire des Portages-de-l'Outaouais","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Marie-Claude Beaubien","lead_status":"Lapsed Member","members_type":"AST","city_1":"Gatineau","province":"QC","do_id":"L25A02986","pipeline_2_members_only_ast":"","new_member_date_2":"2025-02-26","no_email_solicitation":"False","time_zone":"2","language":"French","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"347880","sendjulyemail":"2025-07-16T11:34:00-04:00","blocnote":"ai.13 nov 2025 bv\r\n20 nov 2025 bv\r\n25 nov 2025 bv\n2026 May 08 call disconnected early, no clear conversation","sendmayemail":"2025-07-16T11:34:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:46-04:00","intcode":"15","full_name_2":" ","paid_thru":"2026-01-31","extension_phone_1":"855731","temp_do_id_for_auto_old_do_id":"L25A02986","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2026-02-03","last_act_type":"2026-02-03","telemarketing_call_date":"2025-11-25","number_of_passed_courses":"0","old_int_code":"06","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:34-05:00","npi_email_temp":"beaubiem@csspo.gouv.qc.ca","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST1871","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and mostly inaudible, with the agent attempting to confirm the contact's identity but unable to engage in a meaningful conversation. The call ended abruptly without any clear interaction or task completion.","aitm_callsummarytitle":"Unsuccessful call - no clear contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_96ab996ca7977274cca26a6f950","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_96ab996ca7977274cca26a6f950","number_of_calls_reached":"1"}},"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":"15","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\n2026 May 08 call attempted but contact was inaudible and did not confirm identity.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:32-04:00","temp_do_id_for_auto_old_do_id":"L25A01835","temp_intcode_for_auto_old_int_code":"15","pds_august":"7","pds_september":"7","last_infoline_date_type":"2023-12-09","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","latest_paid_thru":"2025-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:31-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Christiane but received only inaudible responses and was unable to confirm the identity or proceed with the call. The call ended shortly after the agent's repeated attempts to confirm the contact's identity.","aitm_callsummarytitle":"Unsuccessful call due to inaudible responses","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not respond clearly and call was disconnected before any renewal discussion.","initialvalue":"Other","othermemberbenefit":"No information provided due to call interruption.","old_int_code":"6","astotherreasonsnottorenew":"No clear reason given due to inaudible responses.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f930546c4a5bf005764c5792a86","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f930546c4a5bf005764c5792a86"}},"seriesid":"163"}
{"contact":{"id":"30753","email":"mary.penkava@austinpowder.com","first_name":"Mary","last_name":"Penkava","phone":"2164642400","orgname":"Austin Powder","customer_acct_name":"Austin Powder","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"255772","full_name":"Mary Penkava","members_type":"CORP","do_id":"L25O00637","coidnewmbrdate":"2020-01-24","city_1":"Cleveland","province":"OH","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"216","time_zone":"2","intcode":"06","blocnote":"29 May 2025 VM\r\n11 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T15:04:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00637","temp_intcode_for_auto_old_int_code":"6","organization_id":"255770","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":"mary.penkava@austinpowder.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8817","email":"chie_2526@hotmail.com","first_name":"Chie","last_name":"Oda","phone":"6044699735","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07585","full_name":"Chie Oda","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-03-02","individual_id":"284513","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503135","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-03-02","province":"BC","time_zone":"5","members_type":"CAND","paid_thru":"2020-12-31","new_member_date_2":"2020-01-21","temp_do_id_for_auto_old_do_id":"L25C07585","phone_2":"6044699735","last_act_type":"2022-09-19","pcl_status":"P","pcl_completion_date":"2020-05-17","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"chie_2526@hotmail.com","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31"}},"seriesid":"163"}
{"contact":{"id":"9520","email":"ashwini.jhgrdr@gmail.com","first_name":"Ashwini","last_name":"Jahagirdar","phone":"5082535000","orgname":"Staples","customer_acct_name":"Staples","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Ashwini Jahagirdar","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"311495","area_code":"508","region":"US","lead_status":"Refused","old_do_id":"L25C06723","time_zone":"2","members_type":"CAND","phone_2":"6477840438","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-05-02","intcode":"21","blocnote":"Mar 12 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 She said she stopped taking courses because of financial issues.\r\nShe said membership is too much.","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T10:54:00-04:00","paid_thru":"2023-02-28","new_member_date_2":"2022-03-28","temp_do_id_for_auto_old_do_id":"LB2504411","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-25","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_status":"F","pcl_completion_date":"2022-07-17","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2504411","npi_email_temp":"ashwini.jhgrdr@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"7687","email":"lkathiravel@yahoo.ca","first_name":"Lathipa","last_name":"Kathiravel","phone":"6476285683","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503029","full_name":"Lathipa Kathiravel, CHRL","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2015-11-26","individual_id":"158626","region":"CDN","lead_status":"Refused","old_do_id":"C17597","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-02-26","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":"2022-09-30","new_member_date_2":"2015-11-26","temp_do_id_for_auto_old_do_id":"LB2503029","temp_intcode_for_auto_old_int_code":"21","phone_2":"6476285683","last_act_type":"2023-02-03","pcl_status":"P","pcl_completion_date":"2010-01-06","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":"2011-04-05","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"lkathiravel@yahoo.ca","pcl_completion_date_5":"2015-01-06","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"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, TMAI","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\n2026 May 08 call reached voicemail, no human answer\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no conversation\n2026 May 21 call reached voicemail, no human interaction\n2026 May 25 call reached voicemail, no human answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","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","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:06-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was not answered by a human and went to voicemail.","aitm_callsummarytitle":"Voicemail reached, no human answer","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5a329da8a3b0788339d73a49fbb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5a329da8a3b0788339d73a49fbb"}},"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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9555","email":"tracey@cloudheadgames.com","first_name":"Tracey","last_name":"Unger","phone":"2509512710","orgname":"Cloudhead Games Ltd.","customer_acct_name":"Cloudhead Games Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01833","province":"BC","full_name":"Tracey Unger","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-12-04","domain_1":"cloudheadgames.com","lapsed_expiration_date":"2022-02-02","individual_id":"283507","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500456","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 20 2025 vm \r\nNumber corrected\r\nAug 5 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:45:00-05:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O01833","temp_intcode_for_auto_old_int_code":"6","organization_id":"283506","last_act_type":"2020-05-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tracey@cloudheadgames.com","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"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","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":"2026-03-13","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","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"28731","email":"lissa.abel2017@gmail.com","first_name":"Lissa","last_name":"Abel","phone":"8673339113","orgname":"Boreal Bookkeeping","customer_acct_name":"Boreal Bookkeeping","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00250","old_do_id":"AST0004","full_name":"Lissa Abel","members_type":"AST","city_1":"Whitehorse","province":"YT","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2023-01-24","individual_id":"320842","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","area_code":"867","time_zone":"4","intcode":"15","blocnote":"May 28 2025 Msg not authorized to dial this number\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call disconnected early after user recognized AI call","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:06:46-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00250","temp_intcode_for_auto_old_int_code":"15","phone_2":"8673339113","last_infoline_date_type":"2024-11-06","last_act_type":"2024-11-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lissa.abel2017@gmail.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T12:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Lissa, but the user quickly realized it was an AI call and did not engage further.","aitm_callsummarytitle":"User recognized AI call and hung up","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_13bf1439327560379d8f357fce9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_13bf1439327560379d8f357fce9","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"9612","email":"jeanclhsu@gmail.com","first_name":"Jean","last_name":"Hsu","phone":"6045188623","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":"Jean Chia-Lin Hsu","language":"English","origin":"Lapsed Spring 2024","individual_id":"308628","region":"CDN","lead_status":"Refused","old_do_id":"L25C06509","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6045188623","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-01-05","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T17:39:00-05:00","paid_thru":"2023-10-31","new_member_date_2":"2022-11-09","temp_do_id_for_auto_old_do_id":"LB2505570","temp_intcode_for_auto_old_int_code":"06","old_int_code":"21","last_act_type":"2022-09-11","pcl_status":"F","pcl_completion_date":"2023-03-12","number_of_passed_courses":"0","onesentencenotrenewed":"","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"False","wera":"False","do_id":"LB2505570","npi_email_temp":"jeanclhsu@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"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":"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":"2022-07-09","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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"29312","email":"d_france001@yahoo.com","first_name":"Francisco","last_name":"Reyes","phone":"2049424438","orgname":"Coughlin & Associates Ltd.","customer_acct_name":"Coughlin & Associates Ltd.","tags":"250205 AST Members, npiAlert13, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25C09415","full_name":"Francisco Jr Delos Reyes","members_type":"CAND","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2044155614","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","individual_id":"266679","no_email_solicitation":"False","area_code":"204","time_zone":"3","sendpreexpirationemail":"2025-04-28T14:47:00-04:00","blocnote":"Oct 30 2025 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T12:47:00-04:00","mini_nps":"","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","intcode":"99","old_int_code":"31","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"3260","temp_do_id_for_auto_old_do_id":"L25C09415","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-02-13","last_act_type":"2026-05-01","telemarketing_call_date":"2025-10-30","sendaigeneral":"2025-10-30T12:45:00-04:00","sendoctoberemail":"2025-10-30T12:45:59-04:00","sendaidate":"2025-12-01T10:13:44-05:00","email2":"","full_name_2":" ","sendmayemail":"2025-10-30T12:47:00-04:00","testimonial":"","testimonialagree":"No","testimonialrefusal":"","number_of_passed_courses":"3","trc":"True","wera":"False","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"L25C08595","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","npi_email_temp":"d_france001@yahoo.com","ln_entered_date":"2026-04-02","pcl_completion_date_5":"2023-10-14","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"Ongoing member received a call and awaits to the next call","individual_id":"199590","no_email_solicitation":"False","area_code":"615","time_zone":"3","intcode":"02","blocnote":"June 2 2026 Survey completed Sent webinar email. He said he renewed his membership last week.","dhmsfin_telemarketing_last_contacted_date":"2026-06-02T10:32:00-04:00","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","temp_do_id_for_auto_old_do_id":"AST0261","temp_intcode_for_auto_old_int_code":"02","last_conf_date_type":"2019-06-12","last_act_type":"2026-05-21","telemarketing_call_date":"2026-06-02","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\/2027","latest_paid_thru":"2027-04-30","date_of_renewal_identification":"2026-05-28","old_int_code":"99","ai_entered_date":"2026-05-28","mini_nps":"5","testimonial":"NA","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-06-02T10:32:00-04:00"}},"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":"126535.0","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","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"30917","email":"karynparker76@gmail.com","first_name":"Karyn","last_name":"Parker","phone":"7807107207","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":"332917","full_name":"Karyn Parker","members_type":"CAND","do_id":"L25C00336","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7807107207","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":"L25C00336","last_act_type":"2024-02-27","pcl_status":"P","pcl_completion_date":"2024-05-01","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T17:38:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"karynparker76@gmail.com","pcl_completion_date_5":"2029-05-01","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"29359","email":"sstoddart@rogers.com","first_name":"Steven","last_name":"Stoddart","phone":"4165978408","orgname":"Greenpeace","customer_acct_name":"Greenpeace","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1366","full_name":"Steven W. Stoddart","members_type":"AST","coidnewmbrdate":"2006-04-24","city_1":"North York","province":"ON","language":"English","phone_2":"4166025219","lead_status":"Renewed APX","new_member_date_2":"2005-01-27","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"75867","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"07","blocnote":"May 1 2026 Line busy","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T15:20:00-04:00","pipeline_1_lapsed_members":"","organization_id":"102280","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1366","temp_intcode_for_auto_old_int_code":"07","last_infoline_date_type":"2025-10-23","last_act_type":"2025-12-28","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","date_of_renewal_identification":"2026-01-04","old_int_code":"99","npi_email_temp":"sstoddart@rogers.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_paid_thru":"2020-03-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"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","latest_paid_thru":"2025-02-28"}},"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":"2022-09-01","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","latest_paid_thru":"2022-12-31"}},"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":"2026-03-02","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","latest_paid_thru":"2025-11-30"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:42-04:00","temp_do_id_for_auto_old_do_id":"L25A02321","temp_intcode_for_auto_old_int_code":"6","phone_2":"5193607256","last_act_type":"2021-02-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sydneythain95@gmail.com","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human 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","session_id":"call_c903a91d47aee325634d4980986","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c903a91d47aee325634d4980986","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"8097","email":"0929kahomaeda@gmail.com","first_name":"Kaho","last_name":"Maeda","phone":"6478784345","orgname":"Double Clean Inc.","customer_acct_name":"Double Clean 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":"L25C06809","province":"AB","full_name":"Kaho Maeda","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"308916","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500643","time_zone":"2","members_type":"CAND","phone_2":"6478784345","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Mar 10 2025 no one by the name above works there.\r\n27 March 2025 VM  Apr 4 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","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T16:16:00-05:00","notrenewedother":"No longer works in the company. Phone recovered for new company.","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2022-01-17","temp_do_id_for_auto_old_do_id":"L25C06809","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-01-17","pcl_status":"P","pcl_completion_date":"2022-05-15","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"0929kahomaeda@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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, TMAI","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\n2026 May 08 call reached gatekeeper, no contact with Ryan\n2026 May 11 call reached gatekeeper, Ryan unavailable, no message left\n2026 May 13 call reached a person but not Ryan Clarke, no callback scheduled\n2026 May 15 very short call, user identified as Miller, no renewal discussion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T13:06:43-04:00","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":"Preferred not to say","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"15","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":"15","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","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T13:06:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The call was very brief with minimal interaction; the user identified themselves as Miller but the conversation did not progress further.","aitm_callsummarytitle":"Brief call with minimal interaction","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d8787113d03f387b3ddd74cbea9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d8787113d03f387b3ddd74cbea9","number_of_calls_reached":"4","onesentencenotrenewed":"No renewal intent expressed during the call.","initialvalue":"Other","othermemberbenefit":"No information provided.","astotherreasonsnottorenew":"Call was too short to determine reason for not renewing."}},"seriesid":"163"}
{"contact":{"id":"29266","email":"ressourceshumaines@lemurier.org","first_name":"Guylaine","last_name":"Tonnancour","phone":"5147932976","orgname":"Le M\u00fbrier","customer_acct_name":"Le M\u00fbrier","tags":"paie.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, npiAlert20, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0346","full_name":"Guylaine De Tonnancour","members_type":"AST","city_1":"Contrecoeur","province":"QC","language":"French","phone_2":"5147932976","lead_status":"Renewed APX","new_member_date_2":"2023-04-13","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"323671","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"0","blocnote":"AI. completer 15 oct 2025 envoie courriel #2","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T11:29:00-04:00","sendpreexpirationemail":"2025-05-28T13:09:00-04:00","mini_nps":"5","value_help_with_complex":"Yes","last_engaged_date":"2025-10-15","resources_tools_may":"1","old_int_code":"31","pipeline_1_lapsed_members":"","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"AST0346","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2026-03-02","last_act_type":"2026-02-27","telemarketing_call_date":"2025-10-15","sendaigeneral":"2025-10-15T11:27:00-04:00","sendoctoberemail":"2025-10-15T11:27:23-04:00","sendaidatefr":"2025-12-01T10:14:24-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-15T11:29:00-04:00","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":"ressourceshumaines@lemurier.org","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-03-04","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"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":"2023-02-01","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","latest_paid_thru":"2022-07-31"}},"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":"8806","email":"gmbusinessbeyondlimits@gmail.com","first_name":"Giovanna","last_name":"Manfrini","phone":"6477014891","orgname":"GM Business Beyond Limits","customer_acct_name":"GM Business Beyond Limits","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07264","province":"ON","full_name":"Giovanna Manfrini, CHRP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"283552","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500844","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":"2021-03-23","temp_do_id_for_auto_old_do_id":"L25C07264","phone_2":"6477014891","last_act_type":"2021-07-19","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2021-08-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-07-15","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"gmbusinessbeyondlimits@gmail.com","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"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":"2019-02-07","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","latest_paid_thru":"2025-01-31"}},"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":"2019-01-05","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","latest_paid_thru":"2020-05-31","company_paid_thru":"2020-05-31","corp_cancel_date":"2020-08-05","company_status":"I"}},"seriesid":"163"}
{"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"}
{"contact":{"id":"30864","email":"sathya@briskmfg.com","first_name":"Sathyabharathi","last_name":"Murali","phone":"6473336704","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":"332805","full_name":"Sathyabharathi Murali","members_type":"CORP","do_id":"L25O00694","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":"16","blocnote":"30 May 2025 Busy call later\r\n11 September 2025 VM\r\nLN \/ 12 December 2025 She is not working with the company anymore and they were the members","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T09:07:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00694","temp_intcode_for_auto_old_int_code":"16","organization_id":"309039","last_infoline_date_type":"2025-03-03","last_act_type":"2025-03-03","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"12","npi_email_temp":"sathya@briskmfg.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30886","email":"lcollison@sts-na.com","first_name":"Lili","last_name":"Collison","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":"333519","full_name":"Lili Collison","members_type":"CORP","do_id":"L25O00704","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":"06","blocnote":"30 May 2025 VM\r\n11 September 2025 couldn't talk - call next week\r\nLN \/ 12 December 2025 Not in the office today","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T09:41:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00704","temp_intcode_for_auto_old_int_code":"6","organization_id":"333518","last_act_type":"2024-01-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lcollison@sts-na.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"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","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":"","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":"2024-05-07","last_conf_date_type":"2024-06-19","last_act_type":"2026-01-28","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","latest_paid_thru":"2027-01-31"}},"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","latest_paid_thru":"2023-11-30","company_paid_thru":"2023-11-30","corp_cancel_date":"2024-02-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29326","email":"shamel@filmsseville.com","first_name":"Sonia","last_name":"Hamel","phone":"5142939309","orgname":"Les films Seville Inc","customer_acct_name":"Les films Seville Inc","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026","ip4":"127.0.0.1","fields":{"do_id":"AST02537","full_name":"Sonia Hamel","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"5142939309","lead_status":"Renewed AST","new_member_date_2":"2008-10-30","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"137579","no_email_solicitation":"False","pds_march":"6","area_code":"514","time_zone":"2","last_engaged_date":"2025-11-11","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"6","sendjulyemail":"2025-07-10T18:18:00-04:00","blocnote":"px. 11 nov 2025 madame dit avoir \u00e9t\u00e9 contact mais na pas re\u00e7u de courriel alors envoyer courriel a nouveau mais quitter ss r\u00e9ception de courriel","sendmayemail":"2025-07-10T18:18:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","dhmsfin_telemarketing_last_contacted_date":"2025-11-11T09:44:00-05:00","full_name_2":" ","pds_july":"6","paid_thru":"2026-09-30","old_int_code":"06","pds_august":"6","temp_do_id_for_auto_old_do_id":"AST02537","temp_intcode_for_auto_old_int_code":"99","pds_september":"6","last_infoline_date_type":"2024-08-14","last_act_type":"2025-02-12","sendpreexpirationemail":"2025-11-11T09:42:00-05:00","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":"","number_of_passed_courses":"0","pds_october":"6","date_of_renewal_identification":"2025-12-03","telemarketing_call_date":"2025-11-11","trc":"False","wera":"False","pds_november":"6","old_do_id":"L25A02699","npi_email_temp":"shamel@filmsseville.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"8726","email":"sukhvirkang25@gmail.com","first_name":"Sukhvir","last_name":"Singh","phone":"2369886677","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":"L25C07630","full_name":"Sukhvir Singh","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"309022","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2503439","members_type":"CAND","province":"BC","area_code":"236","time_zone":"5","phone_2":"2369886677","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","paid_thru":"2022-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:25:00-05:00","new_member_date_2":"2022-01-24","temp_do_id_for_auto_old_do_id":"L25C07630","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-01-24","pcl_status":"F","pcl_completion_date":"2022-05-15","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"sukhvirkang25@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"10714","email":"srandolph309@gmail.com","first_name":"Shawna","last_name":"Randolph","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503953","full_name":"Shawna Randolph","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2010-07-21","lapsed_expiration_date":"2022-09-02","individual_id":"121133","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002517","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-09-02","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"5","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"12","paid_thru":"2022-06-30","new_member_date_2":"2010-07-21","temp_do_id_for_auto_old_do_id":"LB2503953","temp_intcode_for_auto_old_int_code":"21","pds_august":"12","phone_2":"2508891506","pds_september":"12","last_act_type":"2022-01-12","pcl_status":"P","pcl_completion_date":"2007-12-21","pf1_status":"P","pf1_completion_date":"2008-05-26","pf2_status":"P","pf2_completion_date":"2009-01-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-08-18","number_of_passed_courses":"4","pds_october":"12","trc":"False","wera":"False","pds_november":"12","npi_email_temp":"srandolph309@gmail.com","pcl_completion_date_5":"2012-12-21","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"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, 260522 Lapsed DEL","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":"LB2505169","old_int_code":"1","last_act_type":"2025-08-15","company_paid_thru":"2026-12-31","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":"","npi_email_temp":"fergaliano@yahoo.com.mx","pcl_completion_date_5":"2030-04-07","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"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, TMAI","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":"2026-05-08T13:06:46-04:00","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","latest_paid_thru":"2021-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:31:48-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_7d48afe3e4fdb79ba86e9733932","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7d48afe3e4fdb79ba86e9733932"}},"seriesid":"163"}
{"contact":{"id":"9553","email":"iliki.pri@gmail.com","first_name":"Iliki","last_name":"Mahairas","phone":"4164867459","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07705","full_name":"Iliki Mahairas","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-07-03","individual_id":"288415","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-11","old_do_id":"LB2503199","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-07-03","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2021-04-30","new_member_date_2":"2020-05-19","temp_do_id_for_auto_old_do_id":"L25C07705","phone_2":"4168803188","last_act_type":"2020-05-19","pcl_status":"P","pcl_completion_date":"2020-08-30","pf1_status":"P","pf1_completion_date":"2020-12-20","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"iliki.pri@gmail.com","pcl_completion_date_5":"2025-08-30","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30"}},"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","latest_paid_thru":"2022-01-31"}},"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":"2022-09-03","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","latest_paid_thru":"2025-01-31"}},"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":"2023-11-01","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","latest_paid_thru":"2023-10-31"}},"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","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"10615","email":"donnamangahas@ymail.com","first_name":"Donna","last_name":"Mangahas","phone":"4034969047","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07313","full_name":"Donna Mangahas","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"297871","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2503162","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":"2021-02-25","temp_do_id_for_auto_old_do_id":"L25C07313","phone_2":"4034969047","last_act_type":"2021-02-25","pcl_status":"P","pcl_completion_date":"2021-05-17","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"donnamangahas@ymail.com","pcl_completion_date_5":"2026-05-17","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"11661","email":"kelly.hess@aus.com","first_name":"Kelly","last_name":"Hess","phone":"2018921607","orgname":"Allied Universal","customer_acct_name":"Allied Universal","tags":"CSV imported, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"PA","full_name":"Kelly Hess","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","explicit_consent_date":"2021-11-15","domain_1":"aus.com","lapsed_expiration_date":"2023-01-05","individual_id":"307205","time_zone":"2","do_id":"L25O00020","area_code":"201","region":"US","lead_status":"Lapsed Member","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 23 2025 no answer\r\nAug 8 2025 no answer\r\nLN Oct 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T13:05:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00020","temp_intcode_for_auto_old_int_code":"06","organization_id":"307204","old_int_code":"5","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kelly.hess@aus.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8762","email":"rachelpopp@me.com","first_name":"Rachel","last_name":"Popp","phone":"5872231075","orgname":"Marlborough Dental Centre","customer_acct_name":"Marlborough Dental Centre","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07267","province":"AB","full_name":"Rachel Popp","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"296090","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500031","time_zone":"4","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","members_type":"CAND","paid_thru":"2022-02-28","new_member_date_2":"2021-03-22","temp_do_id_for_auto_old_do_id":"L25C07267","phone_2":"5872231075","last_act_type":"2021-03-22","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:53:00-05:00","temp_intcode_for_auto_old_int_code":"06","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"rachelpopp@me.com","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"29331","email":"llondon@krp.ca","first_name":"Luanne","last_name":"London","phone":"9059461300","orgname":"KRP LLP","customer_acct_name":"KRP LLP","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0857","full_name":"Luanne London","members_type":"AST","city_1":"Markham","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"1997-03-25","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"12006","no_email_solicitation":"False","pds_march":"1","area_code":"905","time_zone":"2","blocnote":"May 1 2026 vm\r\nMay 25 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:39:00-04:00","intcode":"06","old_do_id":"8","last_engaged_date":"2025-05-29","resources_tools_may":"1","pds_july":"1","paid_thru":"2027-03-31","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0857","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_infoline_date_type":"2024-02-26","last_act_type":"2026-03-16","telemarketing_call_date":"2026-05-25","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:14:00-05:00","pds_november":"1","npi_email_temp":"llondon@krp.ca","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-03-19","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"13762","email":"info@mrcpierredesaurel.com","first_name":"Patrick","last_name":"Delisle","phone":"4507432703","orgname":"MRC de Pierre-De-Saurel","customer_acct_name":"MRC de Pierre-De-Saurel","tags":"241011 QC Auto Replies, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O02248","province":"QC","extension_phone_1":"225","full_name":"Patrick Delisle","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2016-05-26","domain_1":"mrcpierredesaurel.com","attended_webinar":"No","lapsed_expiration_date":"2022-08-03","individual_id":"243642","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501592","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 aout 2025 en reunion bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T16:22:00-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O02248","temp_intcode_for_auto_old_int_code":"6","organization_id":"243641.0","last_act_type":"2017-06-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"info@mrcpierredesaurel.com","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"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","latest_paid_thru":"2020-12-31"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","old_do_id":"L25A02272","pipeline_1_lapsed_members":"Refused Lapsed","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":"01","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 contact answered, declined renewal because no longer working in payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:43-04:00","temp_do_id_for_auto_old_do_id":"L25A02272","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T14:16:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Loredana to discuss her lapsed Associate membership with the National Payroll Institute. Loredana answered all questions, expressed satisfaction with the membership, but declined to renew because she is no longer working in payroll. The call concluded politely with no further actions taken.","aitm_callsummarytitle":"Membership Non-Renewal - 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","session_id":"call_17c2b7fc01559f9cdca06326fcc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_17c2b7fc01559f9cdca06326fcc","mini_nps":"5","onesentencenotrenewed":"No longer working in payroll.","initialvalue":"Networking","age_range":"46-60","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"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":"2022-11-05","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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"31204","email":"kerr.ashley@mail.com","first_name":"Ashley","last_name":"Kerr","phone":"9053208786","orgname":"Arcelormittal Dofasco","customer_acct_name":"Arcelormittal Dofasco","tags":"npiAlert3, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Ashley Kerr, PCP","members_type":"PRO","coidnewmbrdate":"2017-09-11","city_1":"Binbrook","province":"ON","phone_2":"9053208786","pipeline_2_members_only_ast":"","new_member_date_2":"2023-11-20","area_code":"905","time_zone":"2","language":"English","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"162362","organization_id":"256017","blocnote":"July 17 2025 she receives it ( no need for more emails )\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached uninitialized voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:05-04:00","full_name_2":" ","nonactive_reason":"AST->CAND\/PRO","old_do_id":"LB2505870","lead_status":"Lapsed Member","paid_thru":"2025-10-31","temp_do_id_for_auto_old_do_id":"L25P02752","temp_intcode_for_auto_old_int_code":"06","cert_status":"WITHDRAWN","cpa_certification":"PCP","extension_phone_1":"8173","last_act_type":"2026-06-04","pcl_status":"P","pcl_completion_date":"2010-04-27","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":"2018-11-01","number_of_passed_courses":"4","date_of_renewal_identification":"","old_int_code":"32","trc":"False","wera":"False","pcp_we":"APPROVED","do_id":"L25P02752","canceldate":"2026-01-06","npi_email_temp":"kerr.ashley@mail.com","pcl_completion_date_5":"2015-04-27","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31","thewithdrawaldate":"2026-01-06","aitm_status_called":"2026-05-21T09:52:03-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went directly 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","session_id":"call_d3000bedee96b20d3ab048d913e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d3000bedee96b20d3ab048d913e","number_of_total_call_attempts":"7","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"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":"2026-07-02","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","npi_email_temp":"hongzhang365@msn.com","pcl_completion_date_5":"2013-05-08","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"28773","email":"louisehelenepare@gmail.com","first_name":"Louise-Helene","last_name":"Savage","phone":"7802681267","orgname":"New Venture Safety Services Ltd","customer_acct_name":"New Venture Safety Services Ltd","tags":"payrollcompliance visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST1262","full_name":"Louise-Helene Savage","members_type":"AST","city_1":"Whitecourt","province":"AB","language":"English","phone_2":"7802681267","lead_status":"Renewed APX","new_member_date_2":"2022-04-25","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"206316","no_email_solicitation":"False","pds_march":"4","area_code":"780","time_zone":"4","sendpreexpirationemail":"2026-05-19T13:18:00-04:00","blocnote":"May 19 2026 Survey completed webinar and application email.","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T13:19:00-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"Yes","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","intcode":"02","pipeline_1_lapsed_members":"","pds_may":"4","pds_july":"4","paid_thru":"2026-04-30","old_int_code":"06","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"4","temp_do_id_for_auto_old_do_id":"AST1262","temp_intcode_for_auto_old_int_code":"02","sendseptemail":"2025-09-25T13:09:00-04:00","sendaidate":"2025-12-01T10:13:58-05:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","last_engaged_date":"2026-05-27","pds_september":"4","last_infoline_date_type":"2026-01-16","last_act_type":"2026-01-16","telemarketing_call_date":"2025-09-25","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"louisehelenepare@gmail.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","testimonial":"It has been amazing. Every time I have a question it is easy to call and get an answer from their qualified staff.","renewal_refusal_reasons":"","sendapxapplicationform":"2026-05-19T13:18:00-04:00","testimonial_reviewer_name":"Payam","testimonial_reviewed":"It has been amazing. Whenever I have a question, it\u2019s easy to call and get an answer from their qualified staff.","original_language":"English","original_testimonial_translated":"L'exp\u00e9rience a \u00e9t\u00e9 g\u00e9niale. Quand j'ai une question, il est tr\u00e8s facile de les appeler et de recevoir une r\u00e9ponse de leur \u00e9quipe qualifi\u00e9e.","testimonial_sent_date":"2026-05-20T11:55:16-04:00","testimonial_confirmation_date":"2026-05-27T12:24:26-04:00"}},"seriesid":"163"}
{"contact":{"id":"10205","email":"lmarie_hamilton@hotmail.com","first_name":"Lisa","last_name":"Hamilton","phone":"6477745472","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06796","province":"ON","full_name":"Lisa Hamilton","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"265297","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500814","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":"2022-02-04","temp_do_id_for_auto_old_do_id":"L25C06796","phone_2":"6477745472","last_act_type":"2022-12-08","pcl_status":"P","pcl_completion_date":"2018-11-04","pf1_status":"F","pf1_completion_date":"2019-02-24","number_of_passed_courses":"1","intcode":"16","blocnote":"LNC \/ 06 November 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:32:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"True","wera":"False","npi_email_temp":"lmarie_hamilton@hotmail.com","pcl_completion_date_5":"2023-11-04","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"Ongoing member received a call and awaits to the next call","individual_id":"264517","no_email_solicitation":"False","time_zone":"2","intcode":"99","sendaprilemail":"Yes","sendpreexpirationemail":"2026-05-12T13:24:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T13:25:00-04:00","blocnote":"May 12 2026 completed with renewal ( she will renew soon) both emails sent )","value_designation":"No","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":"AST0755","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2021-05-31","last_act_type":"2026-05-20","last_engaged_date":"2026-05-13","telemarketing_call_date":"2026-05-12","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":"3","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"02","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\/2027","latest_paid_thru":"2027-05-31","renewal_refusal_reasons":"","sendapxapplicationform":"2026-05-12T13:24:00-04:00","date_of_renewal_identification":"2026-05-23","ai_entered_date":"2026-05-23"}},"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":"2021-09-08","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","latest_paid_thru":"2022-07-31"}},"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","latest_paid_thru":"2022-07-31"}},"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":"99","last_infoline_date_type":"2025-02-28","last_act_type":"2026-04-24","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","latest_paid_thru":"2027-04-30"}},"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":{"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"31248","email":"bevjneedham@gmail.com","first_name":"Beverley","last_name":"Needham","phone":"7809558878","orgname":"Patrik's Water Hauling","customer_acct_name":"Patrik's Water Hauling","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Beverley Needham","city_1":"Edmonton","province":"AB","phone_2":"7804750244","do_id":"L25A02008","pipeline_2_members_only_ast":"","new_member_date_2":"2018-07-11","area_code":"780","time_zone":"4","blocnote":"July 14 2025 vm  July 21 2025 vm\r\nAug 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-05T15:09:00-04:00","intcode":"21","language":"English","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"38368","pds_may":"10","cert_status":"WITHDRAWN","canceldate":"2025-09-03","pds_july":"10","cpa_certification":"PCP","paid_thru":"2025-06-30","old_do_id":"AST1777","date_of_renewal_identification":"","members_type":"PRO","lead_status":"Refused","onesentencenotrenewed":"PRO reached 3 years limit for renewal","temp_do_id_for_auto_old_do_id":"L25A02008","temp_intcode_for_auto_old_int_code":"21","pds_august":"10","pds_september":"10","last_infoline_date_type":"2024-02-22","last_act_type":"2025-02-12","pcl_status":"F","pcl_completion_date":"2019-11-21","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":"2018-05-15","number_of_passed_courses":"3","pds_october":"10","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"10","npi_email_temp":"bevjneedham@gmail.com","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"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","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"seriesid":"163"}
{"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, 260522 Lapsed DEL","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","latest_paid_thru":"2020-02-29","ln_entered_date":"2026-05-27"}},"seriesid":"163"}
{"contact":{"id":"29275","email":"frances.deak@gmail.com","first_name":"Frances","last_name":"Deak","phone":"3122631177","orgname":"Relativity","customer_acct_name":"Relativity","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Frances Carolyn Deak","members_type":"AST","city_1":"Oak Forest","province":"IL","language":"English","phone_2":"7088600549","lead_status":"Refused","new_member_date_2":"2024-04-12","pipeline_2_members_only_ast":"","individual_id":"336619","no_email_solicitation":"False","area_code":"312","time_zone":"3","blocnote":"20 March 2025 VM  24 March 2025 VM  01 April 2025 VM  03 April 2024 VM  08 April 2025 Number is disconnected","dhmsfin_telemarketing_last_contacted_date":"2025-04-08T18:04:00-04:00","intcode":"21","old_do_id":"AST0348","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"AST0348","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2026-01-14","last_act_type":"2026-02-26","telemarketing_call_date":"2025-04-08","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:43-05:00","npi_email_temp":"frances.deak@gmail.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2023-01-31"}},"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":"2026-12-01","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","npi_email_temp":"vahid.aghtar@gmail.com","pcl_completion_date_5":"2018-03-19","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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","latest_paid_thru":"2025-03-31"}},"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":"2020-12-09","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":"ghiedalarcon@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31"}},"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":"2026-09-04","last_act_type":"2026-09-04","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","npi_email_temp":"catherine_rivard@hotmail.ca","pcl_completion_date_5":"2024-08-14","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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, TMAI","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":"05","blocnote":"22 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM\n2026-05-08 Dial no answer, phone: +14164504587\n2026-05-08 Dial no answer, phone: +14164504587\n2026-05-11 Dial no answer, phone: +14164504587\n2026-05-11 Dial no answer, phone: +14164504587\n2026-05-13 Dial no answer, phone: +14164504587\n2026-05-13 Dial no answer, phone: +14164504587\n2026-05-15 Dial no answer, phone: +14164504587\n2026-05-15 Dial no answer, phone: +14164504587","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:43-04:00","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":"05","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","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"6","retell_call_status":"not_connected","session_id":"call_6e559bff1acd990c35d362c1df5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6e559bff1acd990c35d362c1df5"}},"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, TMAI","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\n2026 May 08 voicemail reached, message left\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 voicemail reached, message left for Rachel\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 contact requested callback for next Wednesday at 1 PM - NPI# not provided\n2026 May 20 contact answered but requested voicemail message\n2026 May 20 call went to voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-20T13:32:02-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A02153","temp_intcode_for_auto_old_int_code":"06","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","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-20T13:47:03-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went to voicemail immediately upon dialing.","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","session_id":"call_7416e56d88b2951f766fdd4c5ce","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7416e56d88b2951f766fdd4c5ce","npi_call_back_date_and_time":"2026-05-20T13:00:00-04:00","npi_call_back_time_hour":"13","npi_call_back_time_minute":"00","mini_nps":"3","onesentencenotrenewed":"Contact was unavailable and requested a callback next week.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"10","astotherreasonsnottorenew":"Contact was out of town and unable to talk at the moment.","age_range":"Preferred not to say"}},"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":"31381","email":"nathalie_feghaly1993@hotmail.com","first_name":"Nathalie","last_name":"Feghaly","phone":"5142819858","orgname":"","customer_acct_name":"","tags":"WR250321, 250425 Renewed Lapsed","ip4":"127.0.0.1","fields":{"individual_id":"347418","full_name":"Nathalie El Feghaly","members_type":"CAND","new_member_date_2":"2025-02-20","city_1":"Montreal","province":"QC","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","phone_2":"5147569767","found":"email","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","area_code":"514","time_zone":"2","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25C09432","last_act_type":"2025-12-03","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"L25C09432","old_do_id":"LB2506587","npi_email_temp":"nathalie_feghaly1993@hotmail.com","ln_entered_date":"2026-04-02","canceldate":"2026-04-02","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"11437","email":"firesupport@barrie.ca","first_name":"","last_name":"","phone":"7057264242","orgname":"City of Barrie","customer_acct_name":"City of Barrie","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"province":"ON","extension_phone_1":"3243","language":"English","origin":"2023 lapsed Members","domain_1":"barrie.ca","lapsed_expiration_date":"2023-04-04","do_id":"LB2500700","individual_id":"310150","time_zone":"2","area_code":"705","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"CLNPI000723","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","members_type":"CAND","temp_do_id_for_auto_old_do_id":"LB2500700","last_act_type":"2022-11-02","npi_email_temp":"firesupport@barrie.ca"}},"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","latest_paid_thru":"2022-02-28"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"May 4 2026 vm  may 6 2026 vm\r\nMay 12 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T12:24:00-04:00","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","latest_paid_thru":"2026-04-30"}},"seriesid":"163"}
{"contact":{"id":"29806","email":"staceyrbonneau@gmail.com","first_name":"Stacey","last_name":"Bonneau","phone":"6043984800","orgname":"Animal Logic Studios (Vancouver)","customer_acct_name":"Animal Logic Studios (Vancouver)","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0148","full_name":"Stacey Bonneau","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","phone_2":"7788731280","lead_status":"Renewed APX","new_member_date_2":"2023-12-20","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"60677","no_email_solicitation":"True","pds_march":"8","area_code":"604","time_zone":"5","intcode":"16","blocnote":"May 6 2026 she deosnt accept incoming calls","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T12:46:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"8","pds_july":"8","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"8","temp_do_id_for_auto_old_do_id":"AST0148","temp_intcode_for_auto_old_int_code":"16","pds_september":"8","last_infoline_date_type":"2025-05-09","last_act_type":"2026-12-01","telemarketing_call_date":"2026-05-06","pcl_status":"P","pcl_completion_date":"2010-06-07","pf1_status":"P","pf1_completion_date":"2012-06-20","pf2_status":"F","pf2_completion_date":"2015-11-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-02-20","number_of_passed_courses":"3","pds_october":"8","date_of_renewal_identification":"2026-01-14","old_int_code":"99","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"staceyrbonneau@gmail.com","pcl_completion_date_5":"2015-06-07","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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","latest_paid_thru":"2023-03-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"226808","canceldate":"2017-09-02","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"06","last_engaged_date":"2025-10-29","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:56:00-04:00","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":"06","last_infoline_date_type":"2024-04-01","last_act_type":"2025-02-10","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":"2026-05-06","old_int_code":"99","trc":"False","wera":"False","npi_email_temp":"nvig@bellai.com","pcl_completion_date_5":"2019-10-21","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"29350","email":"t.stewart@continentallabs.ca","first_name":"Patricia","last_name":"Stewart","phone":"4032505125","orgname":"Continental Laboratories","customer_acct_name":"Continental Laboratories","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1364","full_name":"Patricia Stewart, Non","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","lead_status":"Renewed APX","new_member_date_2":"2025-01-13","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"346227","no_email_solicitation":"False","area_code":"403","time_zone":"4","sendaprilemail":"Yes","sendpreexpirationemail":"2025-04-25T11:50:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:53:00-04:00","blocnote":"May 1 2026 vm\r\nMay 26 2026 Survey completed Sent resource email","nationalconferenceattend":"No","intcode":"31","pipeline_1_lapsed_members":"","old_int_code":"06","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1364","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-01-09","telemarketing_call_date":"2026-05-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"t.stewart@continentallabs.ca","date_of_renewal_identification":"2026-02-07","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago","value_designation":"No","regular_email_change_date":"2026-05-25T13:52:28-04:00","npi_email_2":"operations@continentallabs.ca","sendaigeneral":"2026-05-25T13:52:00-04:00","sendaiemail":"2026-05-25T13:52:51-04:00","sendaidate":"2026-05-25T13:52:51-04:00"}},"seriesid":"163"}
{"contact":{"id":"12114","email":"heather.donnelly@c21group.ca","first_name":"Heather","last_name":"Donnelly","phone":"4038700181","orgname":"BLCO Enterprises Ltd","customer_acct_name":"BLCO Enterprises Ltd","tags":"CSV imported, 241010 CDN, F24 Webinar registration CDN, F24 Absentees, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Heather Donnelly","language":"English","origin":"Lapsed Spring 2024","domain_1":"c21group.ca","do_id":"LB2505375","individual_id":"319597","members_type":"CAND","time_zone":"4","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"L25C06476","province":"AB","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-03","paid_thru":"2023-11-30","new_member_date_2":"2022-12-09","temp_do_id_for_auto_old_do_id":"LB2505375","phone_2":"4038700181","last_act_type":"2025-09-24","pcl_status":"P","pcl_completion_date":"2023-06-28","number_of_passed_courses":"1","trc":"True","wera":"False","intcode":"06","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","blocnote":"LNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T11:03:00-05:00","old_int_code":"21","npi_email_temp":"heather.donnelly@c21group.ca","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"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","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"29858","email":"mprovencher@engage2excel.com","first_name":"Manon","last_name":"Provencher","phone":"5143369200","orgname":"Rideau, Solutions de Reconnaissance Inc.","customer_acct_name":"Rideau, Solutions de Reconnaissance Inc.","tags":"payroll.ca visited, paie.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1157","full_name":"Manon Provencher","members_type":"AST","city_1":"Ste-Luce","province":"QC","language":"French","phone_2":"5148872971","lead_status":"Member","new_member_date_2":"2018-12-17","pipeline_2_members_only_ast":"Ongoing member to be called","last_engaged_date":"2025-05-29","individual_id":"183234","no_email_solicitation":"False","pds_march":"10","area_code":"514","time_zone":"2","intcode":"31","resources_tools_may":"2","pipeline_1_lapsed_members":"","pds_may":"10","pds_july":"10","paid_thru":"2026-11-30","pds_august":"10","extension_phone_1":"232","temp_do_id_for_auto_old_do_id":"AST1157","temp_intcode_for_auto_old_int_code":"31","pds_september":"10","last_infoline_date_type":"2026-10-04","last_act_type":"2026-10-04","sendaigeneral":"2025-10-16T10:08:00-04:00","blocnote":"ai. completer 16 oct 2025 envoie courrielle #2","sendoctoberemail":"2025-10-16T10:08:42-04:00","sendaidatefr":"2025-12-01T10:14:15-05:00","email2":"","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T10:09:00-04:00","full_name_2":" ","sendmayemail":"2025-10-16T10:09:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","telemarketing_call_date":"2025-10-16","number_of_passed_courses":"0","pds_october":"10","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_november":"10","npi_email_temp":"mprovencher@engage2excel.com","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"29360","email":"annie.paquette@cfsj.qc.ca","first_name":"Annie","last_name":"Paquette","phone":"4503586548","orgname":"Corporation du Fort St-Jean","customer_acct_name":"Corporation du Fort St-Jean","tags":"paie.ca visited, Payroll Resources, Payroll Resource Accessed, Dialogue Magazine, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1083","full_name":"Annie Paquette","members_type":"AST","city_1":"St-Jean-sur-Richelieu","province":"QC","language":"French","phone_2":"4507411104","lead_status":"Renewed APX","new_member_date_2":"2020-02-18","last_engaged_date":"2025-08-14","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"285918","no_email_solicitation":"False","area_code":"450","time_zone":"2","intcode":"99","resources_tools_may":"1","pipeline_1_lapsed_members":"","paid_thru":"2027-01-31","dialogue_august":"2","temp_do_id_for_auto_old_do_id":"AST1083","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2026-01-15","last_act_type":"2026-01-20","blocnote":"ai. 15 oct 2025 bv\r\n22 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:51:00-04:00","telemarketing_call_date":"2025-10-30","old_int_code":"16","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:31-05:00","npi_email_temp":"annie.paquette@cfsj.qc.ca","date_of_renewal_identification":"2026-01-23","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"28866","email":"sawarsh@gmail.com","first_name":"Stephanie","last_name":"Coleman","phone":"4143828104","orgname":"Rockwell Automation Inc.","customer_acct_name":"Rockwell Automation Inc.","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":"L25C05197","full_name":"Stephanie Coleman","members_type":"CAND","city_1":"Waukesha","province":"WI","language":"English","phone_2":"2629935579","lead_status":"Lapsed Member","new_member_date_2":"2024-05-10","pipeline_2_members_only_ast":"","area_code":"414","time_zone":"3","individual_id":"334172","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T16:18:00-05:00","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-07-04","old_do_id":"AST0277","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25C05197","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-05-13","pcl_status":"F","pcl_completion_date":"2024-09-03","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"sawarsh@gmail.com","pcl_completion_date_5":"2029-09-03","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"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":"2021-06-01","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","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"31299","email":"craig.tamayose@outlook.com","first_name":"Daryl","last_name":"Tamayose","phone":"6047413978","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Daryl Tamayose","lead_status":"Lapsed Member","members_type":"AST","city_1":"Sechelt","province":"BC","phone_2":"6047413978","do_id":"L25A02895","pipeline_2_members_only_ast":"","new_member_date_2":"2025-01-21","no_email_solicitation":"False","area_code":"604","time_zone":"5","language":"English","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"346579","blocnote":"DEc 8 2025 completed without renewal ( he asked not send any email regarding payroll because he is not doing payroll anymore)\n2026 May 08 call reached voicemail\n2026 May 08 call reached Craig instead of Daryl, likely voicemail or wrong contact\n2026 May 11 voicemail reached, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail\n2026 May 13 voicemail reached, no live contact\n2026 May 15 call reached voicemail\n2026 May 15 voicemail reached","paid_thru":"2025-12-31","sendjulyemail":"2025-08-19T12:57:00-04:00","sendmayemail":"2025-08-19T12:57:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:46-04:00","full_name_2":" ","temp_do_id_for_auto_old_do_id":"L25A02895","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-06-05","telemarketing_call_date":"2025-08-19","number_of_passed_courses":"0","old_int_code":"01","trc":"False","wera":"False","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":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","npi_email_temp":"craig.tamayose@outlook.com","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST1829","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:29-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Craig but went to voicemail after a brief interaction.","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","session_id":"call_c28f712e87e20eced1ba5503a67","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c28f712e87e20eced1ba5503a67"}},"seriesid":"163"}
{"contact":{"id":"5918","email":"mckenzil@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, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02237","province":"ON","full_name":"Leisa McKenzie","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2005-11-28","domain_1":"girlguides.ca","lapsed_expiration_date":"2023-06-02","individual_id":"209971","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"L25O00371","time_zone":"2","members_type":"AST","new_member_date_2":"2013-01-11","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2018-03-02","no_email_solicitation":"False","pds_march":"2","intcode":"0","blocnote":"12 May 2025 They can't transfer me to her extension\n2026 May 08 call reached automated system, no human contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","organization_id":"97211","pds_july":"2","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A02237","temp_intcode_for_auto_old_int_code":"08","pds_august":"2","phone_2":"9024233735","pds_september":"2","last_act_type":"2017-09-02","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"mckenzil@girlguides.ca","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:55-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call reached an automated system for Girl Guides of Canada and did not connect to a human agent. The call ended after the system indicated it could not connect the call at the moment.","aitm_callsummarytitle":"Call reached automated system, no human contact","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c83d1f3a9fa019574fa7d8c7189","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c83d1f3a9fa019574fa7d8c7189","number_of_calls_reached":"1","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"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, TMAI, recall pro","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":"06","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.\n2026 May 13 - reached voicemail, no message left\n2026 May 13 - reached voicemail; no message left\n2026 May 15 - reached voicemail, no contact\n2026 May 15 - reached voicemail, no message left\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 voicemail reached, no contact made","cert_status":"WITHDRAWN","canceldate":"2024-03-02","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:07-04:00","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":"06","cpa_certification":"PCP","last_act_type":"2025-07-04","old_int_code":"01","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":"Preferred not to say","selfpayrollproficiency":"Basic","sendapplicationform":"2025-10-17T11:43:00-04:00","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","othermemberbenefit":"N\/A","notrenewednotused":"No","careerchangespecify":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","onesentencenotrenewed":"Contact not reached; voicemail.","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","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-21T10:02:02-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached the contact's voicemail and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","initialvalue":"Other","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e2186a683070e7185c89df437e6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e2186a683070e7185c89df437e6","prootherreasonsnottorenew":"Contact not reached","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"31322","email":"whittemorejane@gmail.com","first_name":"Jane","last_name":"Whittemore","phone":"9054477148","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jane Whittemore","lead_status":"Lapsed Member","members_type":"AST","city_1":"Wellington","province":"ON","phone_2":"9054477148","do_id":"L25A03068","pipeline_2_members_only_ast":"","new_member_date_2":"2025-03-05","canceldate":"2026-05-02","no_email_solicitation":"False","pds_march":"16","area_code":"905","time_zone":"2","language":"English","intcode":"06","blocnote":"May 4 2026 vm\r\nMay 8 2026 vm\r\nMay 13 2026 vm\r\nMay 20 2026 vm\r\nMay 21 2026 vm\r\nMay 25 2026 vm\r\nMay 28 2026 vm\r\nJune 2 2026 vm","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"64009","sendwelcomeapplicationform":"2025-06-04T13:37:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-06-02T11:47:00-04:00","onesentencenotrenewed":"","source_of_membership":"Other","source_of_membership_other":"been a member before","job_title":"Manager","payroll_experience_in_years":"10+","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":"","age_range":"61+","pds_may":"16","pds_july":"16","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"16","temp_do_id_for_auto_old_do_id":"L25A03068","temp_intcode_for_auto_old_int_code":"06","pds_september":"16","last_infoline_date_type":"2020-04-15","last_act_type":"2025-05-03","telemarketing_call_date":"2025-06-04","pcl_status":"F","pcl_completion_date":"2014-07-15","pf1_status":"P","pf1_completion_date":"2011-05-24","pf2_status":"P","pf2_completion_date":"2012-06-14","number_of_passed_courses":"2","pds_october":"16","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:49-05:00","last_engaged_date":"2025-12-02","pds_november":"16","old_int_code":"25","npi_email_temp":"whittemorejane@gmail.com","pcl_completion_date_5":"2019-07-15","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","old_do_id":"AST1852","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent called Jane Woodymoor but reached her voicemail. A message was left requesting a callback.","aitm_callsummarytitle":"Voicemail reached - no direct contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e727c3ae936271e9bd3b7b21819","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e727c3ae936271e9bd3b7b21819","mini_nps":"3"}},"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\n2026-05-08 invalid phone destination, phone: +15814599767\n2026-05-08 invalid phone destination, phone: +15814599767","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:52-04:00","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","latest_paid_thru":"2025-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:36:43-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_bacb3c3e224ae3b8cf656f51b3c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bacb3c3e224ae3b8cf656f51b3c"}},"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":"2026-02-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"blight@forgen.com","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"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","latest_paid_thru":"2023-01-31"}},"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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"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":"2022-09-06","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","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"10748","email":"ellieyuegao@gmail.com","first_name":"Yue","last_name":"Gao","phone":"9058268304","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":"L25P02461","full_name":"Yue Gao","language":"English","origin":"Lapsed Spring 2024","individual_id":"73316","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503942","members_type":"PRO","province":"ON","area_code":"905","time_zone":"2","phone_2":"9058268304","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","cpa_certification":"CPM","cert_status":"WITHDRAWN","intcode":"06","blocnote":"Mar 17 2025 vm\r\nMar 26 2025 vm\r\nApril 3 2025 vm\r\nApril 14 2025 vm another name\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":"2025-09-17T13:10:00-04:00","pds_july":"5","paid_thru":"2023-10-31","new_member_date_2":"2017-10-26","temp_do_id_for_auto_old_do_id":"L25P02461","temp_intcode_for_auto_old_int_code":"6","pds_august":"5","pds_september":"5","last_act_type":"2024-04-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-05-15","number_of_passed_courses":"1","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"ellieyuegao@gmail.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-03-31"}},"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":"2025-12-30","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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"29386","email":"patricia.lussier@encorebusiness.com","first_name":"Patricia","last_name":"Lussier","phone":"5877472542","orgname":"Encore Business Solutions","customer_acct_name":"Encore Business Solutions","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":"LREFUSED8","full_name":"Patricia Lussier","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4038602087","lead_status":"Refused","new_member_date_2":"2010-02-19","pipeline_2_members_only_ast":"","individual_id":"20170","no_email_solicitation":"False","area_code":"587","time_zone":"4","blocnote":"29 April 2025 VM\r\n01 May 2025 She is retiring in June so the company won't pay for it","dhmsfin_telemarketing_last_contacted_date":"2025-05-01T21:46:00-04:00","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","notrenewednolongerinpayroll":"Yes","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"LREFUSED8","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-09-18","last_act_type":"2025-01-27","pcl_status":"P","pcl_completion_date":"2014-09-25","pf1_status":"P","pf1_completion_date":"2014-12-22","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"patricia.lussier@encorebusiness.com","old_do_id":"LREFUSED","canceldate":"2026-04-02","pcl_completion_date_5":"2019-09-25","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"330344","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Msay 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:08:00-04:00","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":"2025-12-15","last_act_type":"2025-12-15","telemarketing_call_date":"2026-05-01","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","latest_paid_thru":"2026-09-30"}},"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","latest_paid_thru":"2023-01-31"}},"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","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","latest_paid_thru":"2024-12-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"120673","canceldate":"2011-05-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","blocnote":"May 1 2026 1st number no one by the name Jian there\r\n2nd vm\r\nMay 25 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:06:00-04:00","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":"06","last_infoline_date_type":"2023-01-02","last_act_type":"2025-10-23","telemarketing_call_date":"2026-05-25","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":"99","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","latest_paid_thru":"2026-11-30"}},"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, TMAI","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":"15","last_engaged_date":"2025-10-16","blocnote":"Oct 15 2025 completed\n2026 May 08 call reached voicemail of Patricia Morell.\n2026 May 08 contact not available, no callback date provided\n2026 May 11 reached voicemail of Patricia Morell\n2026 May 11 contact answered and started survey, chose 'Stay Current' as initial value","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:51-04:00","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":"15","last_act_type":"2024-04-12","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":"3","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"06","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","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:41:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent successfully reached Patricia and initiated a conversation 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, and Patricia responded with her choice.","aitm_callsummarytitle":"Membership Lapse Survey Initiated","notrenewedwanttorenew":"No","onesentencenotrenewed":"No conversation, voicemail reached.","initialvalue":"Stay Current","othermemberbenefit":"No interaction due to voicemail.","astotherreasonsnottorenew":"No interaction due to voicemail.","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","session_id":"call_10a21c1ba88f1f2888d6ac633e3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_10a21c1ba88f1f2888d6ac633e3","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5914","email":"loyer.jm.9@gmail.com","first_name":"Jean-Marc","last_name":"Loyer","phone":"6132960281","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02571","city_1":"AST","full_name":"Jean-Marc Loyer","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-04-16","individual_id":"137802","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2026-01-14","old_do_id":"LB2502851","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2019-04-16","no_email_solicitation":"False","province":"ON","cert_status":"WITHDRAWN","time_zone":"2","paid_thru":"2020-03-31","blocnote":"Aug 13 2025 completed  ( asked for ottawa information)\n2026-05-08 invalid phone destination, phone: +16132960281\n2026-05-08 invalid phone destination, phone: +16132960281","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:56-04:00","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":"Yes","membershipcostspecify":"I couldnt pay for it anymore","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I couldn't find a job 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":"16","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","sendjulyemail":"2025-08-13T11:59:00-04:00","sendmayemail":"2025-08-13T11:59:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","full_name_2":" ","phone_2":"6132960281","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A02571","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2019-04-16","pcl_status":"P","pcl_completion_date":"2019-07-24","pf1_status":"P","pf1_completion_date":"2008-12-12","pf2_status":"P","pf2_completion_date":"2009-01-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-07-27","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"loyer.jm.9@gmail.com","pcl_completion_date_5":"2024-07-24","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:56:45-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_fde0cf8e96176b86b4b18287323","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fde0cf8e96176b86b4b18287323"}},"seriesid":"163"}
{"contact":{"id":"5624","email":"karine@inventivelaboratory.com","first_name":"Karine","last_name":"Tremblay","phone":"4503231171","orgname":"Inventive Laboratory Inc.","customer_acct_name":"Inventive Laboratory Inc.","tags":"CSV imported, Bounced, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01686","province":"QC","full_name":"Karine Tremblay","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2020-05-20","domain_1":"inventivelaboratory.com","attended_webinar":"No","lapsed_expiration_date":"2022-07-05","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501638","members_type":"CORP","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01686","individual_id":"288787","organization_id":"288119","last_act_type":"2020-05-20","intcode":"16","blocnote":"LER. 7 oct 2025 bv\r\ner. 8 oct 2025 ligne occupe","dhmsfin_telemarketing_last_contacted_date":"2025-10-17T11:04:00-04:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"karine@inventivelaboratory.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31315","email":"grace_wang01@hotmail.com","first_name":"Qing","last_name":"Wang","phone":"6043231433","orgname":"Spectrum Society for Community Living","customer_acct_name":"Spectrum Society for Community Living","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Qing Wen Wang, PCP","members_type":"PRO","city_1":"Vancouver","province":"BC","phone_2":"6043278665","pipeline_2_members_only_ast":"","new_member_date_2":"2017-08-23","area_code":"604","time_zone":"5","language":"English","intcode":"11","pipeline_1_lapsed_members":"","individual_id":"255073","blocnote":"11 June 2025 VM   Jujne 19 2025 vm\r\nJune 25 2025 hang up","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T12:05:00-04:00","old_do_id":"L25P02218","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2505280","temp_intcode_for_auto_old_int_code":"11","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"1","extension_phone_1":"112","pds_september":"1","last_act_type":"2026-04-05","date_of_renewal_identification":"2025-10-08","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":"2017-11-30","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"grace_wang01@hotmail.com","pcl_completion_date_5":"2022-10-30","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Linette Franklin","language":"English","origin":"Lapsed Spring 2024","domain_1":"rjenterprises.com","individual_id":"275022","area_code":"780","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25A02209","time_zone":"4","province":"AB","members_type":"AST","phone_2":"7809139560","pipeline_1_lapsed_members":"Refused Lapsed","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\n2026 May 08 call reached voicemail of RJ Group of Companies\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 voicemail reached at RJ Group of Companies\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail at RJ Group of Companies\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail at RJ Group of Companies\n2026 May 15 contact answered, completed survey, declined renewal - no longer working in payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:42-04:00","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":"61+","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":"01","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","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent spoke with Linette regarding her lapsed Associate membership with the National Payroll Institute. Linette answered all survey questions, expressed satisfaction with the membership, but declined to renew because she is no longer working in payroll. The call ended politely with no further action taken.","aitm_callsummarytitle":"Membership Survey and Decline to Renew","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_682ea6c62ed4bd5b65e3af42e6d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_682ea6c62ed4bd5b65e3af42e6d","onesentencenotrenewed":"Not renewing because no longer working in payroll.","initialvalue":"Help with Complex","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"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","npi_email_temp":"trisha.flores@hotmail.com","pcl_completion_date_5":"2027-08-08","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"41421","no_email_solicitation":"False","pds_march":"34","area_code":"416","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-14T10:41:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T10:13:00-04:00","blocnote":"Apr 30 2026 vm  May 22 2026 vm","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"34","old_int_code":"31","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":"06","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":"2026-05-22","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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"38303","canceldate":"2016-11-02","no_email_solicitation":"False","pds_march":"12","area_code":"905","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 25 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:55:00-04:00","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":"2026-05-25","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","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"5698","email":"mroger@legroupeleblanc.ca","first_name":"Mich\u00e8le","last_name":"Roger","phone":"4188312317","orgname":"Mortier en Tr\u00e9mie ABL Inc.","customer_acct_name":"Mortier en Tr\u00e9mie ABL Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25O00053","province":"QC","extension_phone_1":"235","full_name":"Mich\u00e8le Roger","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-11-05","domain_1":"legroupeleblanc.ca","attended_webinar":"Yes","lapsed_expiration_date":"2023-01-05","individual_id":"306354","time_zone":"2","area_code":"418","region":"QC","lead_status":"Refused","old_do_id":"QNPIRETO00797","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-28T14:02:00-05:00","blocnote":"7 1 25 BV  19 2 25 BV   Voit pas utilit\u00e9\u00e9 mais lui rappel avantages et int aux DOCS aux 2 courriels  28 2 25 \nREFUS","notrenewedother":"Refused","pipeline_2_members_only_ast":"","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00053","temp_intcode_for_auto_old_int_code":"21","organization_id":"306996","last_infoline_date_type":"2022-08-02","last_act_type":"2022-08-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mroger@legroupeleblanc.ca","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"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":"2026-07-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bal.mahal@ccts-cprst.ca","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8693","email":"puneetbrar4988@gmail.com","first_name":"Puneet","last_name":"Kaur","phone":"2046545400","orgname":"The Home Depot","customer_acct_name":"The Home Depot","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06733","province":"MB","full_name":"Puneet Kaur","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"274139","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500550","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":"2019-03-14","temp_do_id_for_auto_old_do_id":"L25C06733","phone_2":"4319991714","last_act_type":"2022-10-02","pcl_status":"P","pcl_completion_date":"2019-11-18","pf1_status":"P","pf1_completion_date":"2021-02-21","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"puneetbrar4988@gmail.com","pcl_completion_date_5":"2024-11-18","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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","latest_paid_thru":"2022-06-30"}},"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":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"311887","full_name":"Abigail Pameroyan","members_type":"CORP","do_id":"","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":"L25C00457","organization_id":"122149","temp_do_id_for_auto_old_do_id":"L25C00457","temp_intcode_for_auto_old_int_code":"99","old_int_code":"21","last_act_type":"2025-07-03","company_paid_thru":"2027-05-31","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\/2027","latest_paid_thru":"2027-05-31","corp_cancel_date":"2008-11-03","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","company_status":"A"}},"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","latest_paid_thru":"2020-06-30"}},"seriesid":"163"}
{"contact":{"id":"31241","email":"leejam@live.ca","first_name":"Lee-Anne","last_name":"Moore","phone":"8077005250","orgname":"Grand Council Treaty #3","customer_acct_name":"Grand Council Treaty #3","tags":"TMAI","ip4":"127.0.0.1","fields":{"full_name":"Lee-Anne Moore, PCP","members_type":"AST","city_1":"Kenora","province":"ON","phone_2":"8074075652","pipeline_2_members_only_ast":"","new_member_date_2":"2014-03-13","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"2","area_code":"807","time_zone":"2","language":"English","intcode":"06","blocnote":"Aug 14 2025 completed ( send information about the Ontario events)\n2026-05-08 dial busy, phone:  +18077005250\n2026 May 08 call reached voicemail, no human answer\n2026-05-11 dial busy, phone:  +18077005250\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 dial busy, phone:  +18077005250\n2026 May 13 call reached voicemail, no conversation\n2026-05-15 dial busy, phone:  +18077005250\n2026 May 15 call reached voicemail.","individual_id":"223615","sendjulyemail":"2025-08-14T10:50:00-04:00","sendmayemail":"2025-08-14T10:50:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:46-04:00","full_name_2":" ","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"LB2506049","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":"L25A03099","temp_intcode_for_auto_old_int_code":"06","cert_status":"WITHDRAWN_CPE","pds_august":"2","pds_september":"2","last_infoline_date_type":"2023-07-11","last_act_type":"2026-04-05","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2014-07-10","pf1_status":"P","pf1_completion_date":"2014-12-22","pf2_status":"P","pf2_completion_date":"2015-08-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-03-23","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"2","do_id":"L25A03099","npi_email_temp":"leejam@live.ca","pcl_completion_date_5":"2019-07-10","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","ln_entered_date":"2026-05-03","old_int_code":"07","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_251aa654a5cc243fe84a1f8eb7c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_251aa654a5cc243fe84a1f8eb7c","npi_transcriptsummary":"The call was an outbound attempt to reach Leanne but went to voicemail immediately without any conversation.","aitm_callsummarytitle":"Voicemail reached, no contact","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","notrenewedwanttorenew":"No"}},"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, AI Contacts sent to TM 2026, 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":"2026-02-15","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","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"10718","email":"dsdaniserrano@gmail.com","first_name":"Daniel","last_name":"Campos","phone":"6479131482","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":"L25C06698","full_name":"Daniel Serrano Campos","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"312287","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503164","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6479131482","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","intcode":"06","blocnote":"LNC Nov 25 2025 vm","paid_thru":"2023-03-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T14:30:00-05:00","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","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":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","new_member_date_2":"2022-04-25","temp_do_id_for_auto_old_do_id":"L25C06698","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-04-24","pcl_status":"F","pcl_completion_date":"2022-08-08","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"1","npi_email_temp":"dsdaniserrano@gmail.com","pcl_completion_date_5":"2027-08-08","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"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":"2026-04-05","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","npi_email_temp":"leylapouied@yahoo.ca","pcl_completion_date_5":"2014-11-04","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"29294","email":"minavpacheco@yahoo.com","first_name":"Mina","last_name":"Pacheco","phone":"2049878520","orgname":"Can-Pay Software Inc.","customer_acct_name":"Can-Pay Software Inc.","tags":"250205 AST Members, WR250730, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Mina Pacheco","members_type":"CORP","coidnewmbrdate":"1997-03-25","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2049797187","lead_status":"Renewed Lapsed","new_member_date_2":"2021-01-28","pipeline_2_members_only_ast":"","last_engaged_date":"2025-03-23","individual_id":"249299","no_email_solicitation":"False","area_code":"204","time_zone":"3","intcode":"99","blocnote":"20 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T15:07:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"12067","old_do_id":"L25A01776","nonactive_reason":"AST->CORP","paid_thru":"2027-03-31","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","canceldate":"2025-07-24","temp_do_id_for_auto_old_do_id":"LB2506466","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2021-10-03","last_act_type":"2025-07-24","company_paid_thru":"2027-03-31","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","number_of_passed_courses":"3","old_int_code":"6","trc":"True","wera":"False","do_id":"LB2506466","npi_email_temp":"minavpacheco@yahoo.com","pcl_completion_date_5":"2022-03-05","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_status":"A"}},"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":"113340.0","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","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"30901","email":"ldimartinis@melitagroup.com","first_name":"Leah","last_name":"DiMartinis","phone":"4082909206","orgname":"Melita Group","customer_acct_name":"Melita Group","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"340949","full_name":"Leah DiMartinis","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":"30 May 2025 VM\r\n10 September 2025 She doesn't work there and no one understood anything about the membership","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T20:24:00-04:00","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2506036","temp_intcode_for_auto_old_int_code":"99","organization_id":"297078","old_int_code":"11","last_infoline_date_type":"2025-09-04","last_act_type":"2025-09-04","company_paid_thru":"2027-05-31","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506036","old_do_id":"L25O00711","npi_email_temp":"ldimartinis@melitagroup.com","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","company_status":"A"}},"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","latest_paid_thru":"2021-08-31","company_paid_thru":"2021-08-31","corp_cancel_date":"2021-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29320","email":"ahalldorson@sigfusson.ca","first_name":"Amanda","last_name":"Halldorson","phone":"2047625500","orgname":"Sigfusson Northern Ltd.","customer_acct_name":"Sigfusson Northern Ltd.","tags":"250205 AST Members, inPipeline2, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0577","full_name":"Amanda Halldorson","members_type":"AST","city_1":"Lundar","province":"MB","language":"English","phone_2":"2047625114","lead_status":"Renewed APX","new_member_date_2":"2024-08-24","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"115517","canceldate":"2022-06-02","no_email_solicitation":"False","pds_march":"26","area_code":"204","time_zone":"3","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-20T16:27:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:27:00-04:00","blocnote":"May 1 2026 vm\r\nMay 25 2026 vm","resourceaware":"Yes","resourcevisitedselfreport":"Last month","pipeline_1_lapsed_members":"","pds_may":"26","old_int_code":"99","pds_july":"26","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"26","extension_phone_1":"239","last_engaged_date":"2025-09-03","member_september":"4","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"AST0577","temp_intcode_for_auto_old_int_code":"06","pds_september":"26","last_infoline_date_type":"2022-04-02","last_act_type":"2025-03-09","telemarketing_call_date":"2026-05-25","pcl_status":"P","pcl_completion_date":"2007-08-13","pf1_status":"P","pf1_completion_date":"2008-01-31","pf2_status":"F","pf2_completion_date":"2022-03-20","number_of_passed_courses":"2","pds_october":"26","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:36-05:00","pds_november":"26","npi_email_temp":"ahalldorson@sigfusson.ca","pcl_completion_date_5":"2012-08-13","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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, AI Contacts sent to TM 2026, 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":"2025-12-09","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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"10595","email":"nz.estole@gmail.com","first_name":"Natasha","last_name":"Estole","phone":"9054791810","orgname":"SMTC Corp.","customer_acct_name":"SMTC Corp.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07299","province":"ON","full_name":"Natasha Zara Estole","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"274077","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500691","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":"2019-03-29","temp_do_id_for_auto_old_do_id":"L25C07299","phone_2":"4168954047","last_infoline_date_type":"2020-03-25","last_act_type":"2021-06-01","pcl_status":"P","pcl_completion_date":"2019-08-19","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"nz.estole@gmail.com","pcl_completion_date_5":"2024-08-19","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"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, TMAI","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\n2026 May 25 call reached voicemail after attempting to speak with Salim\n2026 May 25 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:06-04:00","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":"2024-01-07","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","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-25T12:22:12-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered by a human and went to voicemail.","aitm_callsummarytitle":"Voicemail reached, no answer","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ba1cd669647407120c835ada7ea","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ba1cd669647407120c835ada7ea","number_of_total_call_attempts":"2"}},"seriesid":"163"}
{"contact":{"id":"7920","email":"tracy.graham.pcp@gmail.com","first_name":"Tracy","last_name":"Graham","phone":"5195911706","orgname":"Whyte's Foods Inc.","customer_acct_name":"Whyte's Foods Inc.","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502035","full_name":"Tracy Graham","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2015-04-17","area_code":"519","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-12","old_do_id":"C16131","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","individual_id":"233824","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":"2015-04-17","temp_do_id_for_auto_old_do_id":"LB2502035","temp_intcode_for_auto_old_int_code":"21","phone_2":"5195911706","last_infoline_date_type":"2019-06-17","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2015-08-11","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":"2016-01-28","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"tracy.graham.pcp@gmail.com","pcl_completion_date_5":"2020-08-11","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31"}},"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, TMAI","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":"05","blocnote":"Aug 13 2025 number not assigned\n2026-05-08 Dial no answer, phone: +17789908244\n2026-05-08 Dial no answer, phone: +17789908244\n2026-05-11 Dial no answer, phone: +17789908244\n2026-05-11 Dial no answer, phone: +17789908244\n2026-05-13 Dial no answer, phone: +17789908244\n2026-05-13 Dial no answer, phone: +17789908244\n2026-05-15 Dial no answer, phone: +17789908244\n2026-05-15 Dial no answer, phone: +17789908244","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:44-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"16","temp_do_id_for_auto_old_do_id":"L25A02443","temp_intcode_for_auto_old_int_code":"05","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","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:30-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_ec89110be9b2f46fd4481d29f0f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ec89110be9b2f46fd4481d29f0f"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human answer\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:42-04:00","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","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail. 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","session_id":"call_9450a47e4ea2979e5ae49168a2b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9450a47e4ea2979e5ae49168a2b","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"28795","email":"kerstin.classen@petland.ca","first_name":"Kerstin","last_name":"Classen","phone":"4037233802","orgname":"Petland","customer_acct_name":"Petland","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0265","full_name":"Kerstin Classen","members_type":"AST","city_1":"Rocky View County","province":"AB","language":"English","lead_status":"Renewed APX","last_engaged_date":"2025-09-03","new_member_date_2":"2019-03-18","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","sendpreexpirationemail":"2025-03-24T12:18:00-04:00","blocnote":"May 1 2026 call back\r\nMay 22 2026 Survey completed. She said that she reviews the resource website and has downloaded information. She is not interested in certification because she will be retiring in 5 years. Also she said that she really thinks the info line is good.","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T13:46:00-04:00","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":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","individual_id":"184640","no_email_solicitation":"False","area_code":"403","time_zone":"4","intcode":"32","old_int_code":"07","paid_thru":"2027-02-28","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last month","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0265","temp_intcode_for_auto_old_int_code":"32","last_infoline_date_type":"2026-04-05","last_conf_date_type":"2026-06-02","last_act_type":"2026-04-05","telemarketing_call_date":"2026-05-22","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-17T13:55:21-05:00","sendaigeneral":"2025-12-17T13:55:00-05:00","senddecemberemail":"2025-12-17T13:55:19-05:00","phone_2":"","extension_phone_1":"","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"kerstin.classen@petland.ca","date_of_renewal_identification":"2026-02-05","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"10608","email":"wanda.d.stanley@outlook.com","first_name":"Wanda","last_name":"Stanley","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":"L25O01456","extension_phone_1":"211","full_name":"Wanda Stanley","language":"English","origin":"Lapsed Spring 2024","individual_id":"240217","area_code":"709","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502360","time_zone":"1","province":"NL","members_type":"CORP","phone_2":"7096996544","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"18 March 2025 Couldn't talk call later\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\r\nLN \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:38:00-05:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25O01456","temp_intcode_for_auto_old_int_code":"6","organization_id":"240215","pds_august":"5","pds_september":"5","last_conf_date_type":"2022-06-07","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"wanda.d.stanley@outlook.com","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9546","email":"janice_m_robinson@hotmail.com","first_name":"Janice","last_name":"Robinson","phone":"9026709555","orgname":"","customer_acct_name":"","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":"L25A02165","full_name":"Janice Robinson","language":"English","origin":"Lapsed Spring 2024","individual_id":"261074","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503888","members_type":"AST","province":"ON","area_code":"902","time_zone":"1","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","new_member_date_2":"2018-02-26","no_email_solicitation":"FALSE","pipeline_2_members_only_ast":"","blocnote":"13 March 2025 VM\r\n25 March 2025 VM\r\n07 April 2025 VM\r\n11 April 2025 she hung up on me\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call went to voicemail, no contact reached\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human answer\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T14:06:40-04:00","intcode":"06","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A02165","temp_intcode_for_auto_old_int_code":"06","phone_2":"9026709555","last_act_type":"2023-01-30","pcl_status":"P","pcl_completion_date":"2018-06-10","pf1_status":"P","pf1_completion_date":"2019-04-21","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"janice_m_robinson@hotmail.com","pcl_completion_date_5":"2023-06-10","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T14:21:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by the contact and went to voicemail immediately.","aitm_callsummarytitle":"Voicemail reached, 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","session_id":"call_dc116f45a21bc931af49b6e7372","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_dc116f45a21bc931af49b6e7372"}},"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":"222496.0","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","latest_paid_thru":"2022-01-31"}},"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","latest_paid_thru":"2026-10-31"}},"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":"2026-12-02","pcl_status":"P","pcl_completion_date":"2025-02-04","pf1_status":"F","pf1_completion_date":"2026-05-27","number_of_passed_courses":"1","temp_do_id_for_auto_old_do_id":"L25C08010","pipeline_2_members_only_ast":"","trc":"True","wera":"False","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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"9569","email":"susie-q@shaw.ca","first_name":"Susan","last_name":"Waters","phone":"4039127217","orgname":"Propak Systems Ltd","customer_acct_name":"Propak Systems Ltd","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":"L25P02411","full_name":"Susan Waters","language":"English","origin":"Lapsed Spring 2024","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502478","time_zone":"4","province":"AB","members_type":"PRO","phone_2":"4039486188","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"wrong info\n2026 May 25 reached voicemail, message left\n2026-05-25 invalid phone destination, phone: +14039486188","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:07-04:00","canceldate":"2024-04-02","individual_id":"87788","cpa_certification":"PCP","cert_status":"WITHDRAWN","pds_july":"9","paid_thru":"2024-01-31","new_member_date_2":"2008-02-08","temp_do_id_for_auto_old_do_id":"L25P02411","temp_intcode_for_auto_old_int_code":"08","pds_august":"9","pds_september":"9","last_act_type":"2024-01-07","pcl_status":"P","pcl_completion_date":"2008-06-24","pf1_status":"P","pf1_completion_date":"2008-12-15","pf2_status":"P","pf2_completion_date":"2009-06-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-04-28","number_of_passed_courses":"4","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"susie-q@shaw.ca","pcl_completion_date_5":"2013-06-24","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-25T13:22:06-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call reached a voicemail system and no conversation with a human took place. The agent left a message as prompted by the voicemail.","aitm_callsummarytitle":"Voicemail reached, message left","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","session_id":"call_f7c88e89e920d7665444cdea271","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f7c88e89e920d7665444cdea271","number_of_total_call_attempts":"2"}},"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":"2024-09-01","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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"7835","email":"tammy.hicks@aeromedical.ca","first_name":"Tammy","last_name":"Hicks","phone":"7809262166","orgname":"Aeromedical Emergency Services Ltd","customer_acct_name":"Aeromedical Emergency Services Ltd","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02039","full_name":"Tammy Hicks","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2008-03-27","domain_1":"aeromedical.ca","individual_id":"87349","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501986","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-06-30","temp_do_id_for_auto_old_do_id":"L25O02039","organization_id":"70444","pds_august":"12","members_type":"CORP","pds_september":"12","last_act_type":"2020-08-19","intcode":"10","blocnote":"LN Oct 15 2025 She will be back next Wednesday","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T15:26:00-04:00","temp_intcode_for_auto_old_int_code":"10","number_of_passed_courses":"0","pds_october":"12","trc":"False","wera":"False","pds_november":"12","npi_email_temp":"tammy.hicks@aeromedical.ca","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30","company_paid_thru":"2020-06-30","corp_cancel_date":"2020-09-02","company_status":"I"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"10220","email":"wyin5566@gmail.com","first_name":"Yin","last_name":"Wang","phone":"4166072037","orgname":"Industrial and Commercial Bank of China (Canada)","customer_acct_name":"Industrial and Commercial Bank of China (Canada)","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06968","province":"ON","full_name":"Yin Wang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305885","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500922","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":"2021-10-01","temp_do_id_for_auto_old_do_id":"L25C06968","phone_2":"6478396766","last_act_type":"2021-11-17","pcl_status":"P","pcl_completion_date":"2022-02-06","pf1_status":"F","pf1_completion_date":"2022-05-29","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"wyin5566@gmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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":"16","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-09-30","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:02-04:00","value_help_with_complex":"No","old_int_code":"08","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25A02693","temp_intcode_for_auto_old_int_code":"16","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","latest_paid_thru":"2025-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:02-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","blocnote":"2026-05-08 invalid phone destination, phone: +14502918323","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_869b26d7787fea317cc597fe2ec","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_869b26d7787fea317cc597fe2ec"}},"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","latest_paid_thru":"2023-12-31"}},"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","latest_paid_thru":"2023-08-31"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5726","email":"truevia888@yahoo.com","first_name":"Sylvia","last_name":"Cordova","phone":"5149341934","orgname":"MUHC- McGill Unversity Health Centre","customer_acct_name":"MUHC- McGill Unversity Health Centre","tags":"CSV imported, NPIdealed, npiPartnerAccount, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501714","province":"QC","full_name":"Sylvia Cordova","language":"English","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-02-02","individual_id":"211205","time_zone":"2","area_code":"514","region":"QC","lead_status":"Partner","last_engaged_date":"2024-11-27","old_do_id":"QNPIRETP00118","members_type":"PRO","pipeline_1_lapsed_members":"","canceldate":"2022-02-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"6","paid_thru":"2021-11-30","blocnote":"12 aout 2025 bv 47432","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T15:41:00-04:00","new_member_date_2":"2015-12-08","temp_do_id_for_auto_old_do_id":"LB2501714","temp_intcode_for_auto_old_int_code":"6","pds_august":"6","phone_2":"5149675176","pds_september":"6","last_infoline_date_type":"2019-10-17","last_conf_date_type":"2021-06-09","last_act_type":"2022-03-05","pcl_status":"P","pcl_completion_date":"2013-04-11","pf1_status":"P","pf1_completion_date":"2013-08-09","pf2_status":"P","pf2_completion_date":"2013-12-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-05-01","number_of_passed_courses":"4","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"truevia888@yahoo.com","pcl_completion_date_5":"2018-04-11","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"10746","email":"lilyshi0604@gmail.com","first_name":"Xiangli","last_name":"Shi","phone":"4039181280","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":"L25C06617","full_name":"Xiangli Shi","language":"English","origin":"Lapsed Spring 2024","individual_id":"266939","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503552","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4039181280","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Mar 17 2025 vm\r\nMar 26 2025 vm\r\nApril 3 2025 Survey completed .\r\nI would have liked a member discount during the 5 years before receiving the certificate.","dhmsfin_telemarketing_last_contacted_date":"2025-04-03T17:09:00-04:00","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":"Yes","careerchangespecify":"I have a complete different career right now.","hardtoparticipateevents":"No","engagingstrategiesspecify":"I would like to have someone provide information on how to get a job before you get the certificate, to share their experience.","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":"2023-11-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2023-08-31","new_member_date_2":"2018-09-07","temp_do_id_for_auto_old_do_id":"L25C06617","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2022-03-11","pcl_status":"P","pcl_completion_date":"2019-01-07","pf1_status":"P","pf1_completion_date":"2019-05-26","pf2_status":"P","pf2_completion_date":"2021-04-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-11-03","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"lilyshi0604@gmail.com","pcl_completion_date_5":"2024-01-07","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"11438","email":"p.casasanta@mcintoshperry.com","first_name":"Patricia","last_name":"Casasanta","phone":"6138362184","orgname":"McIntosh Perry Consulting Engineers Ltd.","customer_acct_name":"McIntosh Perry Consulting Engineers Ltd.","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"extension_phone_1":"x2211","full_name":"Patricia Casasanta","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2013-07-25","domain_1":"mcintoshperry.com","do_id":"LB2502044","members_type":"CORP","time_zone":"2","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"C16147","province":"ON","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":"2025-12-11T15:21:00-05:00","temp_do_id_for_auto_old_do_id":"LB2502044","temp_intcode_for_auto_old_int_code":"6","npi_email_temp":"p.casasanta@mcintoshperry.com"}},"seriesid":"163"}
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{"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"322066","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"Apr 30 2026 vm  May 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T10:14:00-04:00","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":"06","last_act_type":"2026-02-16","telemarketing_call_date":"2026-05-22","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":"99","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"11409","email":"apesi@ozzies.com","first_name":"Payroll","last_name":"Dept","phone":"4032629344","orgname":"ESI Energy Services Inc.","customer_acct_name":"ESI Energy Services Inc.","tags":"CSV imported, NPIdealed, 250526 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2001-03-15","domain_1":"ozzies.com","lapsed_expiration_date":"2022-05-03","do_id":"LB2500258","individual_id":"222778","members_type":"CORP","time_zone":"4","area_code":"403","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-16","old_do_id":"CNPIRETO00879","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"22 May 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T15:05:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","temp_do_id_for_auto_old_do_id":"LB2500258","temp_intcode_for_auto_old_int_code":"16","npi_email_temp":"apesi@ozzies.com"}},"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":"2026-07-05","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","latest_paid_thru":"2024-12-31"}},"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":"2024-01-03","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","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"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","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"95216","cpa_certification":"PCP","no_email_solicitation":"True","pds_march":"1","area_code":"780","time_zone":"4","blocnote":"May 1 2026 vm\r\nMay 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T13:39:00-04:00","intcode":"06","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":"06","pds_september":"1","last_act_type":"2026-02-03","telemarketing_call_date":"2026-05-22","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":"99","pcl_completion_date_5":"2013-05-12","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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":"2024-03-01","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"31266","email":"vrawat406@yahoo.com","first_name":"Vandana","last_name":"Rawat","phone":"4167224506","orgname":"","customer_acct_name":"","tags":"payroll.ca visited","ip4":"127.0.0.1","fields":{"full_name":"Vandana Arvind Rawat, PCP","members_type":"PRO","city_1":"Brampton","province":"ON","phone_2":"4167224506","pipeline_2_members_only_ast":"","new_member_date_2":"2021-01-11","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","language":"English","intcode":"31","pipeline_1_lapsed_members":"","individual_id":"261045","last_engaged_date":"2025-06-11","resources_tools_june":"1","member_june":"10","job_june":"1","blocnote":"June 17 2025 completed","sendaprilemail":"Yes","sendjuneemail":"2025-06-17T10:50:00-04:00","sendmayemail":"2025-06-17T10:50:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T10:51:00-04:00","age_range":"46-60","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","othermemberbenefit":"","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02319","lead_status":"Not Relevant","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"LB2507646","temp_intcode_for_auto_old_int_code":"31","cert_status":"ACTIVE","last_act_type":"2026-12-01","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-04-08","pf1_status":"P","pf1_completion_date":"2018-05-06","pf2_status":"P","pf2_completion_date":"2018-06-03","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":"vrawat406@yahoo.com","pcl_completion_date_5":"2023-04-08","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"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":"2026-04-05","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","npi_email_temp":"fatinnamrood@rogers.com","pcl_completion_date_5":"2012-08-13","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"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":"2026-03-02","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","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"5944","email":"magdalina.quinn@gmail.com","first_name":"Magdalina","last_name":"Quinn","phone":"2899799301","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02558","city_1":"AST","full_name":"Magdalina Quinn","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2017-05-04","individual_id":"100572","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502841","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-07-03","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2017-05-04","no_email_solicitation":"False","pds_march":"3","province":"ON","cert_status":"PENDING","time_zone":"2","pds_july":"3","paid_thru":"2020-04-30","intcode":"14","blocnote":"Aug 13 2025 vm\n2026 May 08 reached voicemail, left message\n2026 May 08 reached voicemail, left message\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 contact Magdalina not available now, will call back later this week","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:44-04:00","temp_do_id_for_auto_old_do_id":"L25A02558","temp_intcode_for_auto_old_int_code":"14","pds_august":"3","phone_2":"2899799301","pds_september":"3","last_act_type":"2020-06-01","pcl_status":"P","pcl_completion_date":"2014-02-11","pf1_status":"P","pf1_completion_date":"2015-03-23","pf2_status":"P","pf2_completion_date":"2018-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-11-27","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"magdalina.quinn@gmail.com","pcl_completion_date_5":"2019-02-11","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","called_by":"Tri","aitm_status_called":"2026-05-11T10:21:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent reached Magdalina and informed her about her lapsed Associate membership with the National Payroll Institute. Magdalina declined to discuss at the moment and said she would call back later in the week. The agent ended the call politely, agreeing to wait for her callback.","aitm_callsummarytitle":"Contact requested callback later","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1792feecb4719f47dac61577b6c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1792feecb4719f47dac61577b6c","old_int_code":"6","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2026-01-31"}},"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","latest_paid_thru":"2025-11-30"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31255","email":"moritota@outlook.com","first_name":"Morito","last_name":"Ota","phone":"4376608624","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Morito Ota","lead_status":"Lapsed Member","members_type":"AST","city_1":"Thornhill","province":"ON","phone_2":"4376608624","do_id":"L25A02835","pipeline_2_members_only_ast":"","new_member_date_2":"2024-12-04","no_email_solicitation":"False","area_code":"437","time_zone":"2","language":"English","intcode":"06","last_engaged_date":"2025-10-01","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"345094","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 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","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02835","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-02-14","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:43-04:00","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-23","trc":"False","wera":"False","npi_email_temp":"moritota@outlook.com","canceldate":"2026-02-03","old_do_id":"AST1784","ln_entered_date":"2026-02-04","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":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","number_of_total_call_attempts":"8","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"30830","email":"lancelkei04@gmail.com","first_name":"Lancel","last_name":"Andres","phone":"7806045155","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":"331179","full_name":"Lancel Andres","members_type":"CAND","do_id":"L25C00289","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7806045155","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-12","area_code":"780","time_zone":"4","canceldate":"2025-03-04","intcode":"06","blocnote":"15 April 2025 VM\r\n23 April 2025 VM\r\n22 May 2025 VM\r\n08 September 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:30:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00289","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-12-01","pcl_status":"F","pcl_completion_date":"2024-05-23","pf1_status":"F","pf1_completion_date":"2024-04-23","pf2_status":"F","pf2_completion_date":"2024-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"lancelkei04@gmail.com","pcl_completion_date_5":"2029-05-23","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
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{"contact":{"id":"14495","email":"jmowry@kawarthacu.com","first_name":"Jennifer","last_name":"Mowry","phone":"6133322813","orgname":"Kawartha Credit Union Ltd","customer_acct_name":"Kawartha Credit Union Ltd","tags":"payroll.ca visited, 241016 CDN, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Jennifer Mowry","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2004-06-24","domain_1":"kawarthacu.com","do_id":"L25O02050","individual_id":"75362","members_type":"CORP","time_zone":"2","area_code":"613","never_call":"REFUSED","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501870","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T11:41:00-04:00","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"L25O02050","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","pds_september":"2","last_act_type":"2020-07-14","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"jmowry@kawarthacu.com","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-28","company_paid_thru":"2027-02-28","corp_cancel_date":"2020-08-05"}},"seriesid":"163"}
{"contact":{"id":"29377","email":"michelle.hardingd@gmail.com","first_name":"Michelle","last_name":"Harding","phone":"9053325542","orgname":"Hallett Homes Corporation","customer_acct_name":"Hallett Homes Corporation","tags":"payroll.ca visited, Breaking News, 250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0585","full_name":"Michelle Harding","members_type":"AST","city_1":"Milton","province":"ON","language":"English","phone_2":"6472924519","lead_status":"Renewed APX","new_member_date_2":"2018-08-02","last_engaged_date":"2025-10-01","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"265535","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-08-11T18:58:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T15:28:00-04:00","blocnote":"May 1 2026 vm","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"Yes","pipeline_1_lapsed_members":"","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-08-08","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_networking":"No","value_career":"No","value_promote_payroll":"Yes","value_discount_program":"No","othermemberbenefit":"","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0585","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2026-10-03","last_act_type":"2026-10-03","telemarketing_call_date":"2026-05-01","pcl_status":"P","pcl_completion_date":"2018-12-02","pf1_status":"P","pf1_completion_date":"2019-08-19","pf2_status":"P","pf2_completion_date":"2020-11-08","number_of_passed_courses":"3","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:12-05:00","npi_email_temp":"michelle.hardingd@gmail.com","pcl_completion_date_5":"2023-12-02","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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","ip4":"127.0.0.1","fields":{"individual_id":"329923","full_name":"Chelsea Tan","members_type":"PRO","do_id":"","city_1":"Calgary","province":"AB","language":"English","phone_2":"5877773918","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2024-01-04","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"AST03325","last_infoline_date_type":"2024-12-20","last_act_type":"2026-05-26","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":"99","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":"99","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":"55","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":"ACTIVE","pcl_completion_date_5":"2029-04-01","pcp_we":"APPROVED","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","cpa_certification":"PCP","date_of_renewal_identification":"2026-05-27","old_do_id":"AST03325","pipeline_2_members_only_ast":"","ai_entered_date":"2026-05-27","telemarketing_call_date":"2025-12-10"}},"seriesid":"163"}
{"contact":{"id":"9706","email":"iris.qin207@gmail.com","first_name":"Weihua","last_name":"Qin","phone":"3065138605","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":"L25C06692","full_name":"Weihua Qin","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"311953","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503201","members_type":"CAND","province":"SK","area_code":"306","time_zone":"3","phone_2":"3065138605","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-03-13T14:18:00-04:00","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:42:00-05:00","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":"Just transferring the credits","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":"No","canceldate":"2023-06-02","paid_thru":"2023-03-31","new_member_date_2":"2022-04-11","temp_do_id_for_auto_old_do_id":"L25C06692","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-06-12","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":"iris.qin207@gmail.com","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"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","latest_paid_thru":"2025-02-28"}},"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, TMAI","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":"16","blocnote":"May 20 2025 vm\r\nAug 5 2025 She is no longer with the company\n2026 May 08 call reached finance office voicemail, no human answered\n2026 May 11 call reached voicemail, no human answered\n2026 May 13 contact informed Misty no longer works there and no new contact info available.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T10:06:41-04:00","pipeline_2_members_only_ast":"","paid_thru":"2021-11-30","old_int_code":"08","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":"16","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":"mistybabcock@wallaceburgfamilycentre.ca","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","called_by":"Tri","aitm_status_called":"2026-05-13T10:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called the Family Center and spoke with Jen, who informed that Misty no longer works there and did not have new contact information. The agent ended the call after this information was provided.","aitm_callsummarytitle":"Contact Not Available - No Updated Info","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_eeee70e9790f5e64c4c11db27db","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_eeee70e9790f5e64c4c11db27db","mini_nps":"3","onesentencenotrenewed":"Contact does not have updated contact information for Misty who no longer works there.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact no longer works at the organization and no forwarding information available.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"244447","no_email_solicitation":"False","pds_march":"6","area_code":"519","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T11:15:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T09:52:00-04:00","blocnote":"May 4 2026 vm","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"6","old_int_code":"99","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":"06","last_engaged_date":"2025-10-01","pds_september":"6","last_infoline_date_type":"2025-10-11","last_act_type":"2026-10-02","telemarketing_call_date":"2026-05-04","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","latest_paid_thru":"2027-01-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 voicemail reached, no human contact\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction\n2026 May 19 reached voicemail for Candice Slosure\n2026 May 21 call reached voicemail, no conversation\n2026 May 25 voicemail reached - no contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T17:07:17-04:00","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","latest_paid_thru":"2020-09-30","called_by":"Tri","aitm_status_called":"2026-05-25T17:07:17-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was an outbound attempt to reach the contact, but it was answered by a voicemail from Candice Boescher at ACFN Events department. No conversation with the intended contact 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","session_id":"call_0ace865a1639cd18b8342413fa2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0ace865a1639cd18b8342413fa2"}},"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","latest_paid_thru":"2021-11-30"}},"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","latest_paid_thru":"2021-09-30","company_paid_thru":"2021-09-30","corp_cancel_date":"2021-12-02","company_status":"I"}},"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":"15","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":"15","last_infoline_date_type":"2025-04-12","last_act_type":"2026-02-17","blocnote":"px\r\n10 dec 2025 bv\n2026 May 08 call initiated but no interaction, user hung up immediately","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:59-04:00","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","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:59-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was initiated but there was no conversation or interaction as the user hung up immediately.","aitm_callsummarytitle":"No Interaction - User Hung Up","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_df79d562017f35231fea7aa4af3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_df79d562017f35231fea7aa4af3","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29394","email":"rakhipparekh@hotmail.com","first_name":"Rakhi","last_name":"Parekh","phone":"4164506528","orgname":"Percel Inc","customer_acct_name":"Percel Inc","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1088","full_name":"Rakhi Parekh","members_type":"AST","city_1":"Oshawa","province":"ON","language":"English","phone_2":"","lead_status":"Member","new_member_date_2":"2019-06-07","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"215817","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T09:54:00-04:00","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1088","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-06-10","telemarketing_call_date":"2026-05-04","sendaigeneral":"2025-10-17T10:02:00-04:00","sendoctoberemail":"2025-10-17T10:02:27-04:00","sendaidate":"2025-12-01T10:14:26-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-17T10:04:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","pcl_status":"P","pcl_completion_date":"2013-07-15","pf1_status":"P","pf1_completion_date":"2013-09-03","pf2_status":"P","pf2_completion_date":"2013-10-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-04-12","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"rakhipparekh@hotmail.com","pcl_completion_date_5":"2018-07-15","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"37389","no_email_solicitation":"False","pds_march":"6","area_code":"905","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T15:25:00-04:00","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":"06","pds_september":"6","last_act_type":"2025-06-23","telemarketing_call_date":"2026-05-01","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":"31","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","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"13759","email":"msilveira@globocam.ca","first_name":"Maribelle","last_name":"Silveira","phone":"5143444000","orgname":"Globocam Montreal Inc.","customer_acct_name":"Globocam Montreal Inc.","tags":"241011 QC Auto Replies, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"LB2501564","province":"QC","full_name":"Maribelle Silveira","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2010-03-16","domain_1":"globocam.ca","attended_webinar":"No","lapsed_expiration_date":"2023-05-02","individual_id":"308965","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00125","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"12 aout 2025 plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T16:15:00-04:00","temp_do_id_for_auto_old_do_id":"LB2501564","temp_intcode_for_auto_old_int_code":"16","npi_email_temp":"msilveira@globocam.ca"}},"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, TMAI","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":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:44-04:00","phone_2":"4165274232","temp_do_id_for_auto_old_do_id":"L25A00270","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-03-19","blocnote":"LN \/ 29 October 2025 Survey completed - didn't have time to study for her courses\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human answer\n2026 May 11 call initiated but no conversation beyond greeting.","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":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sarithanandialath@gmail.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent initiated the call and asked to speak with Saritha, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call initiated but no conversation","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2cea24b1324df25408439311394","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2cea24b1324df25408439311394","number_of_calls_reached":"1"}},"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":"2023-05-01","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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"7897","email":"tlbenoit@jsmelectrical.ca","first_name":"Teri-Lynn","last_name":"Benoit","phone":"7097543666","orgname":"JSM Electrical Ltd.","customer_acct_name":"JSM Electrical Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02009","extension_phone_1":"303","full_name":"Teri-Lynn Benoit","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2010-09-22","domain_1":"jsmelectrical.ca","individual_id":"175461","area_code":"709","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501915","time_zone":"1","province":"NL","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25O02009","organization_id":"175460","pds_august":"1","members_type":"CORP","pds_september":"1","last_act_type":"2020-10-28","intcode":"06","blocnote":"LN Oct 202 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T10:49:00-04:00","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":"tlbenoit@jsmelectrical.ca","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31430","email":"kkathler@trinitykelowna.ca","first_name":"Karin","last_name":"Kathler","phone":"2508603273","orgname":"Kelowna Trinity Baptist Church","customer_acct_name":"Kelowna Trinity Baptist Church","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Karin Kathler","members_type":"AST","do_id":"L25A03086","new_member_date_2":"2020-04-03","city_1":"Kelowna","province":"BC","language":"English","phone_2":"2508789122","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":"250","time_zone":"5","intcode":"06","blocnote":"May 4 2026 Call on Tues to Friday\r\nMay 6 2026 vm\r\nMay 13 2026 vm\r\nMay 20 2026  vm \r\nMay 22 2026 vm\r\nMay 28 2026 vm\r\nJune 2 2026 vm","sendmayemail":"2025-05-26T17:15:00-04:00","last_engaged_date":"2025-10-01","resources_tools_may":"1","individual_id":"287258","dhmsfin_telemarketing_last_contacted_date":"2026-06-02T12:08:00-04:00","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","extension_phone_1":"107","temp_do_id_for_auto_old_do_id":"L25A03086","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2023-03-30","last_act_type":"2025-03-20","telemarketing_call_date":"2025-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kkathler@trinitykelowna.ca","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","ln_entered_date":"2026-05-03","old_do_id":"AST1902","old_int_code":"10","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:30-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached voicemail and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no contact","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_91396c5e94a63ff66dbdcbca0eb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_91396c5e94a63ff66dbdcbca0eb","notrenewedwanttorenew":"No"}},"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","latest_paid_thru":"2021-09-30"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, no conversation\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no conversation\n2026 May 15 call reached voicemail, no conversation\n2026 May 15 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:46-04:00","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","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:42-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was very brief and ended quickly as it went to voicemail. The agent attempted to reach the contact but was unable to have a conversation.","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","session_id":"call_35af3af5f91f6fa631c4768db53","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_35af3af5f91f6fa631c4768db53","mini_nps":"3"}},"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":"2024-09-07","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","latest_paid_thru":"2025-04-30"}},"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":"2024-10-04","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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8811","email":"afreen1asif@gmail.com","first_name":"Afreen","last_name":"Khan","phone":"9028026661","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":"Afreen Khan","language":"English","origin":"Lapsed Spring 2024","individual_id":"287734","region":"CDN","lead_status":"Refused","old_do_id":"L25C06410","members_type":"CAND","province":"NS","area_code":"902","time_zone":"1","phone_2":"9028026661","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"lnc. 4 nov 2025 donner a suha english\r\nNov 4 2025 we called her on frinday\r\nNov 26 2025 vm\r\nLNC Dec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T10:51:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2023-01-13","temp_do_id_for_auto_old_do_id":"L25C06410","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-05-05","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"P","pf1_completion_date":"2023-05-07","pf2_status":"P","pf2_completion_date":"2023-08-23","number_of_passed_courses":"3","sendapplicationform":"2025-10-31T10:10:00-04:00","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","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":"Yes","expectationsnotmetspecify":"Needed help to enroll","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"I would liked more resources.","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"06","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"afreen1asif@gmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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":"2024-07-06","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"9550","email":"bfavot@ifna.ca","first_name":"Brittany","last_name":"Favot","phone":"8077383119","orgname":"Independent First Nations Alliance","customer_acct_name":"Independent First Nations Alliance","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Brittany Favot","language":"English","origin":"Lapsed Spring 2024","domain_1":"ifna.ca","individual_id":"315480","area_code":"807","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2504497","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"99","blocnote":"Mar 12 2025 vm  Mar 26 2025 vm\r\nMar 31 2025 vm  Apr 3 2025 vm  Apr 17 2025 vm\r\nMay 6 2025 vm  AUg 7 2025 vm","pipeline_2_members_only_ast":"","dhmsfin_telemarketing_last_contacted_date":"2025-08-07T13:52:00-04:00","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25O04788","temp_intcode_for_auto_old_int_code":"99","organization_id":"309441","old_int_code":"6","last_infoline_date_type":"2025-06-02","last_act_type":"2025-06-02","company_paid_thru":"2025-12-31","date_of_renewal_identification":"","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"L25O04788","npi_email_temp":"bfavot@ifna.ca","ln_entered_date":"2026-06-01","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","corp_cancel_date":"2026-03-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"7824","email":"tammy.naistus@onionlake.ca","first_name":"Tammy","last_name":"Naistus","phone":"3063442330","orgname":"Onion Lake Health Board Inc.","customer_acct_name":"Onion Lake Health Board Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02283","full_name":"Tammy Naistus","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"17-ao?t-11","domain_1":"onionlake.ca","individual_id":"188474","area_code":"306","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502150","time_zone":"3","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25O02283","pds_august":"3","extension_phone_1":"224","members_type":"CORP","pds_september":"3","last_act_type":"2026-04-02","intcode":"06","blocnote":"LN Oct 15 2025 vm","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","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"tammy.naistus@onionlake.ca","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31","company_paid_thru":"2020-07-31","corp_cancel_date":"2020-10-02"}},"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":"260479.0","phone_2":"4164986366","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"trishhunter@dtstechnical.ca","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"8682","email":"georgia_manalo@yahoo.ca","first_name":"Georgia","last_name":"Manalo","phone":"4034651253","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06660","province":"AB","full_name":"Georgia Manalo","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"312487","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500204","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":"2022-05-02","temp_do_id_for_auto_old_do_id":"L25C06660","phone_2":"4034651253","last_act_type":"2022-04-30","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2022-11-27","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T17:44:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"georgia_manalo@yahoo.ca","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"10707","email":"dscarfone@cameobookkeeping.ca","first_name":"Debra","last_name":"Scarfone","phone":"2505325279","orgname":"Cameo Bookkeeping & Business Services","customer_acct_name":"Cameo Bookkeeping & Business Services","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"province":"BC","full_name":"Debra Scarfone","language":"English","origin":"2023 lapsed Members","domain_1":"cameobookkeeping.ca","lapsed_expiration_date":"2023-03-02","individual_id":"272086","area_code":"250","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"L25A00064","time_zone":"5","members_type":"AST","new_member_date_2":"2019-01-27","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-03-02","no_email_solicitation":"FALSE","intcode":"11","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:45-04:00","blocnote":"18 February 2025 VM\n 19 February 2025 She has no money - she said she's almost homeless and never to call her again\n2026 May 08 voicemail reached, message left by Deb Scarfone\n2026 May 08 voicemail reached, message left\n2026 May 11 contact refused to discuss membership and ended call immediately.","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00064","temp_intcode_for_auto_old_int_code":"11","phone_2":"2505325279","last_infoline_date_type":"2022-09-02","last_act_type":"2022-09-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dscarfone@cameobookkeeping.ca","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T13:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called Debra to discuss her lapsed Associate membership with the National Payroll Institute, but Debra declined to engage and ended the call immediately.","aitm_callsummarytitle":"Contact refused to discuss membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_a37051babdd9a46717efa76acdf","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a37051babdd9a46717efa76acdf","mini_nps":"1","onesentencenotrenewed":"Contact declined to discuss membership and ended the call immediately.","initialvalue":"Other","othermemberbenefit":"Contact did not provide any other reasons.","astotherreasonsnottorenew":"Contact refused to engage and ended the call immediately.","age_range":"Preferred not to say","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10217","email":"powerboat99@gmail.com","first_name":"Syed","last_name":"Ali","phone":"9054039742","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":"L25C06593","full_name":"Syed Masroor Ali","language":"English","origin":"Lapsed Spring 2024","individual_id":"304847","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503617","members_type":"CAND","province":"ON","area_code":"905","time_zone":"2","phone_2":"9054039742","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"Mar 14 2025 vm\r\nMar 24 2025 vm\r\nApril 2 2025 vm\r\nApril 9 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":"2025-09-16T11:31:00-04:00","paid_thru":"2023-08-31","new_member_date_2":"2021-09-09","temp_do_id_for_auto_old_do_id":"L25C06593","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-08-21","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2022-04-24","pf2_status":"P","pf2_completion_date":"2022-12-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"powerboat99@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","old_do_id":"L25A02319","pipeline_1_lapsed_members":"Refused Lapsed","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":"01","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 contact explained not qualified due to no certificate and no payroll job experience, decided to give up membership.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:06:47-04:00","temp_do_id_for_auto_old_do_id":"L25A02319","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2022-07-31","called_by":"Tri","aitm_status_called":"2026-05-11T12:26:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent contacted Jun regarding his lapsed Associate membership with the National Payroll Institute. Jun explained he did not renew because he did not receive a certificate and was unable to find a payroll position to gain experience, leading him to give up on the field. The agent asked survey questions, but Jun declined to provide detailed feedback and ended the call politely.","aitm_callsummarytitle":"Membership Non-Renewal Due to Lack of Qualification","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_117d02e2dd03311ff9f0027348f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_117d02e2dd03311ff9f0027348f","mini_nps":"3","onesentencenotrenewed":"Did not renew because he did not receive a certificate and could not find a payroll position to gain experience.","initialvalue":"Other","othermemberbenefit":"Has another fantastic job outside payroll field.","old_int_code":"6","astotherreasonsnottorenew":"Did not receive certificate and unable to find payroll job experience, so gave up on the field.","age_range":"Preferred not to say","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"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":"2024-03-01","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"29843","email":"jainsuruchi66@gmail.com","first_name":"Suruchi","last_name":"Jain","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"250205 AST Members, inPipeline2, fixTelemarketingMay, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"206.80.249.101","fields":{"do_id":"L25C05314","full_name":"Suruchi Jain","members_type":"CAND","city_1":"London","province":"ON","language":"English","phone_2":"6473233080","lead_status":"Lapsed Member","new_member_date_2":"2024-05-02","pipeline_2_members_only_ast":"","area_code":"647","time_zone":"2","individual_id":"319056","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T10:11:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:48:00-05:00","blocnote":"Nov 6 2025 vm","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","last_engaged_date":"2025-06-04","old_int_code":"11","canceldate":"2025-07-04","old_do_id":"AST0655","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25C05314","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-02-05","pcl_status":"E","pf1_status":"F","pf1_completion_date":"2023-10-18","pf2_status":"F","pf2_completion_date":"2023-11-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-05-02","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"jainsuruchi66@gmail.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","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":"2020-03-04","last_act_type":"2022-02-03","pcl_status":"P","pcl_completion_date":"2015-01-07","pf1_status":"P","pf1_completion_date":"2015-05-25","pf2_status":"P","pf2_completion_date":"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","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by the contact and went to voicemail immediately upon dialing.","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","session_id":"call_a479069e5ec8f511e03add0d828","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a479069e5ec8f511e03add0d828","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"29389","email":"niroshari48@gmail.com","first_name":"Nirosha","last_name":"Hariharan","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":"Nirosha Hariharan","members_type":"CAND","city_1":"Scarborough","province":"ON","language":"English","phone_2":"6473367791","lead_status":"Lapsed Member","new_member_date_2":"2024-12-13","pipeline_2_members_only_ast":"","last_engaged_date":"2025-03-27","individual_id":"335989","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"may 21 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T11:28:00-04:00","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":"L25C08572","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":"2024-08-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-13","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"L25C08572","old_do_id":"LB2506653","date_of_renewal_identification":"","npi_email_temp":"niroshari48@gmail.com","canceldate":"2026-02-03","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"226453","no_email_solicitation":"False","pds_march":"6","time_zone":"2","intcode":"16","blocnote":"May 1 2026 wrong number","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T15:05:00-04:00","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":"16","pds_september":"6","last_infoline_date_type":"2025-10-07","last_act_type":"2025-07-22","telemarketing_call_date":"2026-05-01","old_int_code":"08","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","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"29890","email":"emiinc@sympatico.ca","first_name":"Sandra","last_name":"Franklyn","phone":"4164981255","orgname":"Canadian College of Naturopathic Medicine","customer_acct_name":"Canadian College of Naturopathic Medicine","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST0478","full_name":"Sandra Franklyn","members_type":"AST","city_1":"Scarborough","province":"ON","language":"English","phone_2":"4162835882","lead_status":"Member","new_member_date_2":"2005-05-05","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"19120","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm  May 6 2026 vm\r\nMay 12 2026 vm  May 19 2026 bm\r\nMay 22 2026 vm, May 27 2026 vm\r\nJune 2 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-02T12:29:00-04:00","pipeline_1_lapsed_members":"","organization_id":"91372","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"268","temp_do_id_for_auto_old_do_id":"AST0478","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2026-04-05","telemarketing_call_date":"2026-06-02","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:44-05:00","npi_email_temp":"emiinc@sympatico.ca","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","date_of_renewal_identification":"2026-05-28","old_int_code":"99","ai_entered_date":"2026-05-28"}},"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, AI Contacts sent to TM 2026, 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":"2026-08-05","last_act_type":"2026-08-05","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","latest_paid_thru":"2027-02-28"}},"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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"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":"2023-11-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"abarre@powerflowinc.com","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"10192","email":"jchen6@ualberta.ca","first_name":"Jing","last_name":"Chen","phone":"7804333752","orgname":"3C Information Solutions","customer_acct_name":"3C Information Solutions","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07227","province":"AB","full_name":"Jing Chen","language":"English","origin":"2023 lapsed Members","domain_1":"ualberta.ca","lapsed_expiration_date":"2022-06-02","individual_id":"275063","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500087","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2022-03-31","new_member_date_2":"2019-04-12","temp_do_id_for_auto_old_do_id":"L25C07227","phone_2":"7806956877","last_act_type":"2021-05-04","pcl_status":"P","pcl_completion_date":"2019-08-14","pf1_status":"P","pf1_completion_date":"2019-11-26","pf2_status":"P","pf2_completion_date":"2020-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-09-23","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"jchen6@ualberta.ca","pcl_completion_date_5":"2024-08-14","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"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","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"8728","email":"qs_zhu@outlook.com","first_name":"Qiongsi","last_name":"Zhu","phone":"7783255177","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":"L25C06955","full_name":"Qiongsi Zhu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304805","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-23","old_do_id":"LB2503360","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7783255177","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\n30 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 06 October 2025 VM","paid_thru":"2022-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T12:45:00-04:00","new_member_date_2":"2021-09-15","temp_do_id_for_auto_old_do_id":"L25C06955","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-09-15","pcl_status":"P","pcl_completion_date":"2021-11-28","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"qs_zhu@outlook.com","pcl_completion_date_5":"2026-11-28","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"28722","email":"tjwatts_72@yahoo.ca","first_name":"Trina","last_name":"Watts","phone":"2047344667","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1503","full_name":"Trina Watts","members_type":"AST","city_1":"Dauphin","province":"MB","language":"English","phone_2":"2047344667","lead_status":"Renewed AST","new_member_date_2":"2013-11-18","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"220981","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"3","intcode":"06","blocnote":"April 30 2026 vm\r\nMay 21 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:53:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"PENDING","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1503","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-10-31","pcl_status":"P","pcl_completion_date":"2014-03-03","pf1_status":"P","pf1_completion_date":"2015-04-27","pf2_status":"P","pf2_completion_date":"2015-08-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-07-29","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-04","telemarketing_call_date":"2026-05-21","old_int_code":"99","trc":"False","wera":"False","npi_email_temp":"tjwatts_72@yahoo.ca","pcl_completion_date_5":"2019-03-03","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call went to voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call went to voicemail, no contact made.\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call went to voicemail, no contact reached","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:47-04:00","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","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:22-04:00","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. No conversation with the contact 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","session_id":"call_b3947f15d2522f20fe9ed816cb3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b3947f15d2522f20fe9ed816cb3","mini_nps":"3","onesentencenotrenewed":"No contact was made as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine other benefits.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say"}},"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","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"9625","email":"bobjia411201@gmail.com","first_name":"Zhenfeng","last_name":"Jia","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, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06652","full_name":"Zhenfeng Jia","language":"English","origin":"Lapsed Spring 2024","individual_id":"315807","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-01-21","old_do_id":"LB2502419","time_zone":"5","province":"BC","members_type":"CAND","phone_2":"6047898268","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:18:00-05:00","paid_thru":"2023-08-31","new_member_date_2":"2022-08-26","temp_do_id_for_auto_old_do_id":"L25C06652","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-11-19","pcl_status":"P","pcl_completion_date":"2023-07-12","pf1_status":"P","pf1_completion_date":"2023-06-26","pf2_status":"P","pf2_completion_date":"2023-09-19","number_of_passed_courses":"3","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"bobjia411201@gmail.com","pcl_completion_date_5":"2028-07-12","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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":"TMAI, recall pro","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\n2026 May 15 call reached voicemail not set up\n2026 May 15 call reached voicemail for Judy Preston, no contact with Gurdev.\n2026 May 19 call reached voicemail not set up\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail not set up\n2026 May 21 call reached voicemail, no contact made","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":"SUSPENDED","pds_august":"6","extension_phone_1":"246","pds_september":"6","last_infoline_date_type":"2023-01-27","last_act_type":"2026-04-05","date_of_renewal_identification":"","number_of_passed_courses":"0","pds_october":"6","trc":"False","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","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","thewithdrawaldate":"2026-05-02","aitm_status_called":"2026-05-21T10:07:06-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:08-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was an outbound attempt to reach Gurdev, but it went to 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","session_id":"call_577fe45e403aa91ff5d360f236d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_577fe45e403aa91ff5d360f236d","mini_nps":"3","onesentencenotrenewed":"No contact was reached to discuss renewal.","initialvalue":"Other","prootherreasonsnottorenew":"No contact to provide reason.","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"29393","email":"liliana@sjma.ca","first_name":"Liliana","last_name":"Diaz","phone":"7787097731","orgname":"Saint James Music Academy","customer_acct_name":"Saint James Music Academy","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0372","full_name":"Liliana Diaz","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","phone_2":"6474082138","lead_status":"Renewed APX","last_engaged_date":"2025-12-01","new_member_date_2":"2024-10-22","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"343704","no_email_solicitation":"False","area_code":"778","time_zone":"5","intcode":"06","blocnote":"May 5 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T12:28:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0372","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-11-25","number_of_passed_courses":"0","date_of_renewal_identification":"2025-11-27","telemarketing_call_date":"2026-05-05","trc":"False","wera":"False","old_int_code":"99","sendaidate":"2025-12-01T10:14:00-05:00","npi_email_temp":"liliana@sjma.ca","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"31349","email":"sakina.hammoum22@hotmail.com","first_name":"Sakina","last_name":"Hammoum","phone":"5142826817","orgname":"Intact Financial Corporation","customer_acct_name":"Intact Financial Corporation","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"310570","full_name":"Sakina Hammoum, PCP","members_type":"CORP","do_id":"","lead_status":"Refused","coidnewmbrdate":"1997-09-19","city_1":"Montreal Nord","province":"QC","language":"French","phone_2":"4389260422","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2022-02-28","pipeline_2_members_only_ast":"","area_code":"514","time_zone":"2","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C00456","temp_intcode_for_auto_old_int_code":"21","cert_status":"ACTIVE","organization_id":"12631","cpa_certification":"SCP","last_act_type":"2025-04-30","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2022-07-11","pf1_status":"P","pf1_completion_date":"2023-12-19","pf2_status":"P","pf2_completion_date":"2024-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-09-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sakina.hammoum22@hotmail.com","pcl_completion_date_5":"2027-07-11","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","date_of_renewal_identification":"","old_do_id":"L25C00456","company_status":"A"}},"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":"2020-04-12","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","latest_paid_thru":"2021-11-30"}},"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","latest_paid_thru":"2021-01-31","company_paid_thru":"2021-01-31","corp_cancel_date":"2021-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8711","email":"qjamil@gmail.com","first_name":"Qaiser","last_name":"Jamil","phone":"6045431571","orgname":"BC Hydro","customer_acct_name":"BC Hydro","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07397","province":"BC","extension_phone_1":"41571","full_name":"Qaiser Jamil, CPHR","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"255212","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2500368","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":"2019-01-03","temp_do_id_for_auto_old_do_id":"L25C07397","phone_2":"6043187723","last_act_type":"2020-12-31","pcl_status":"F","pcl_completion_date":"2019-11-21","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:24:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"qjamil@gmail.com","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"11932","email":"dennis@mainsprings.com","first_name":"Dennis","last_name":"Kerber","phone":"4032693112","orgname":"Calgary Pregnancy Care Centre","customer_acct_name":"Calgary Pregnancy Care Centre","tags":"CSV imported, 241010 CDN, Fixed deal, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Dean Hunt","language":"English","origin":"2022 WINTER Lapsed Members","attended_webinar":"Yes","do_id":"L25O02273","individual_id":"250508","members_type":"CORP","time_zone":"4","area_code":"403","never_call":"NOT QUALIFIED","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501818","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","intcode":"02","blocnote":"22 May 2025 In a meeting\r\n08 September 2025 He couldn't remember that they were members - sent him the application for renewal\r\n23 October 2025 VM\r\nLN \/ 12 November 2024 VM\r\nLN \/ 19 November 2025 VM\r\nLN \/ 27 November 2025 he couldn't remember they were members - sent him the application form to renew","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T17:31:00-05:00","sendapplicationform":"2025-11-27T17:26:00-05:00","regular_email_change_date":"2025-09-08T17:14:21-04:00","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":"No","hardtoparticipateevents":"No","mini_nps":"9","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25O02273","temp_intcode_for_auto_old_int_code":"02","organization_id":"241597.0","last_act_type":"2021-04-19","old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","last_engaged_date":"2025-12-17","npi_email_temp":"dennis@mainsprings.com","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28"}},"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","latest_paid_thru":"2023-11-30"}},"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":"2022-02-11","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","latest_paid_thru":"2023-10-31"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","old_do_id":"L25A02493","pipeline_1_lapsed_members":"Refused Lapsed","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":"01","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm\n2026 May 08 contact answered but declined to continue conversation about membership renewal.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","temp_do_id_for_auto_old_do_id":"L25A02493","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2020-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Mahasti and informed her about the lapsed Associate membership. Mahasti declined to continue the conversation, and the call ended shortly after.","aitm_callsummarytitle":"User declined membership renewal conversation","notrenewedwanttorenew":"No","onesentencenotrenewed":"User declined to continue the conversation about membership renewal.","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","retell_call_status":"ended","session_id":"call_34e4df2fe248f994f3dbf6ac10f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_34e4df2fe248f994f3dbf6ac10f","number_of_calls_reached":"1"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"267902","no_email_solicitation":"False","area_code":"519","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 25 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:40:00-04:00","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":"2026-05-25","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","latest_paid_thru":"2026-08-31"}},"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":"2021-07-01","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","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
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{"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","latest_paid_thru":"2024-12-31"}},"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":{"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","latest_paid_thru":"2025-11-30"}},"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","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"9525","email":"l.tigno@gmail.com","first_name":"Lisa","last_name":"Tigno","phone":"9057079961","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250404 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2503258","full_name":"Lisa Tigno","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"76757","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000449","members_type":"CAND","province":"ON","area_code":"905","time_zone":"2","phone_2":"9057079961","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"Mar 12 2025 vm  Mar 26 2025 vm\r\nMar 31 2025 vm  Apr 3 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-04-03T16:55:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2023-02-02","pds_july":"5","paid_thru":"2022-03-31","new_member_date_2":"2019-04-03","temp_do_id_for_auto_old_do_id":"LB2503258","temp_intcode_for_auto_old_int_code":"16","pds_august":"5","pds_september":"5","last_infoline_date_type":"2021-06-24","last_act_type":"2021-06-24","pcl_status":"F","pcl_completion_date":"2019-11-21","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"l.tigno@gmail.com","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"30914","email":"rgelinas65@hotmail.com","first_name":"R\u00e9jeanne","last_name":"G\u00e9linas","phone":"7052732424","orgname":"MIC's Group of Health Services","customer_acct_name":"MIC's Group of Health Services","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"56496","full_name":"R\u00e9jeanne G\u00e9linas, PCP","members_type":"PRO","city_1":"RAMORE","province":"ON","language":"English","extension_phone_1":"1101","phone_2":"7052628069","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2002-01-15","area_code":"705","time_zone":"2","canceldate":"2026-03-03","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":"2025-09-23T11:46:00-04:00","pds_july":"2","paid_thru":"2025-12-31","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2506955","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","pds_september":"2","last_infoline_date_type":"2021-12-11","last_act_type":"2026-12-05","pipeline_2_members_only_ast":"","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-04-12","number_of_passed_courses":"1","pds_october":"2","trc":"False","wera":"False","pds_november":"2","do_id":"LB2506955","old_do_id":"L25P00193","npi_email_temp":"rgelinas65@hotmail.com","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"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":"2024-05-01","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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"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, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Marlo M Manning","members_type":"AST","new_member_date_2":"2025-03-13","do_id":"L25A03079","city_1":"Vancouver","province":"BC","language":"English","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":"617","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm\r\nMay 8 2026 vm\r\nMay 13 2026 vm\r\nMay 20 2026 vm\r\nMay 22 2026 vm\r\nMay 26 2026 vm\r\nMay 28 2026 vm\r\nJune 1 2026 vm","individual_id":"348569","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T16:09:00-04:00","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A03079","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","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","old_do_id":"AST1895","ln_entered_date":"2026-05-03","called_by":"Tri","aitm_status_called":"2026-05-19T13:12:00-04:00","number_of_call_attempts":"5","number_of_total_call_attempts":"5","npi_transcriptsummary":"The call reached the contact's voicemail and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no human interaction","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_25f3fdf14efd3d96d6acf765cfd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_25f3fdf14efd3d96d6acf765cfd","notrenewedwanttorenew":"No"}},"seriesid":"163"}
{"contact":{"id":"30889","email":"gj.joanna@gmail.com","first_name":"Jia","last_name":"Guo","phone":"7782375001","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":"332789","full_name":"Jia Guo","members_type":"CAND","do_id":"L25C00321","city_1":"Burnaby","province":"BC","language":"English","phone_2":"7782375001","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-03","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00321","last_act_type":"2024-05-02","pcl_status":"P","pcl_completion_date":"2024-05-06","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:41:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"gj.joanna@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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","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":"2026-02-27","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","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
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{"contact":{"id":"10211","email":"totalbookworks@gmail.com","first_name":"Pamela","last_name":"Bonnett","phone":"9057747547","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":"LB2502310","extension_phone_1":"2222","full_name":"Pamela Bonnett","language":"English","origin":"Lapsed Spring 2024","individual_id":"319823","area_code":"905","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"12","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"5199099342","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 14 2025 vm  Mar 24 2025 vm Kayla  April 2 2025 vm  April 9 2025 name not in directory  April 22 2025 She no longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-04-22T15:45:00-04:00","canceldate":"2024-02-03","intcode":"21","paid_thru":"2023-11-30","new_member_date_2":"2022-12-21","temp_do_id_for_auto_old_do_id":"LB2502310","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-20","pcl_status":"F","pcl_completion_date":"2023-04-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"totalbookworks@gmail.com","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"260903","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T15:27:00-04:00","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":"06","last_act_type":"2026-09-02","telemarketing_call_date":"2026-05-01","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":"99","pcl_completion_date_5":"2023-05-22","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
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{"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":"2026-02-28","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","npi_email_temp":"shahom25@gmail.com","pcl_completion_date_5":"2028-09-22","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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":"npiAlert14, 260522 Lapsed DEL","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":"Lapsed DEL","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","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":"2025-11-09","company_paid_thru":"2026-02-28","number_of_passed_courses":"4","date_of_renewal_identification":"2026-05-26","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","latest_paid_thru":"2026-02-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"28853","email":"wummyjems@yahoo.com","first_name":"Olawumi","last_name":"Akhimien","phone":"7809156029","orgname":"Mader Mining (Canada) Ltd.","customer_acct_name":"Mader Mining (Canada) Ltd.","tags":"250205 AST Members, inPipeline2, WR250716, npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Olawumi Akhimien","members_type":"CORP","coidnewmbrdate":"2023-03-02","city_1":"Calgary","province":"AB","language":"English","phone_2":"4036676604","lead_status":"Renewed Lapsed","new_member_date_2":"2024-05-02","pipeline_2_members_only_ast":"","area_code":"780","time_zone":"4","individual_id":"337296","blocnote":"Apr 29 2025 vm  May 5 2025 vm may 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-08T16:48:00-04:00","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"322317","old_do_id":"L25C08769","canceldate":"2025-07-04","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"L25C08769","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2026-04-05","last_act_type":"2026-04-05","company_paid_thru":"2027-02-28","pcl_status":"P","pcl_completion_date":"2026-04-01","number_of_passed_courses":"1","old_int_code":"6","trc":"True","wera":"False","npi_email_temp":"wummyjems@yahoo.com","pf1_status":"E","pcl_completion_date_5":"2031-04-01","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","company_status":"A"}},"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, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Rhona Hughes","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-11-14","area_code":"519","region":"CDN","lead_status":"Refused","old_do_id":"L25A02476","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"283041","canceldate":"2021-01-06","members_type":"AST","new_member_date_2":"2019-11-14","no_email_solicitation":"FALSE","intcode":"01","blocnote":"912 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 contact did not want to renew due to future plans uncertainty.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:47-04:00","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A02476","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:36:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent spoke with Rhona, confirmed her identity, and conducted a membership survey. Rhona expressed that she joined for multiple reasons but did not want to renew her membership due to uncertainty about her future plans. The call ended politely without renewal.","aitm_callsummarytitle":"Membership renewal refusal due to future plans uncertainty","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9f198c47206a172fe9112aeaa99","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9f198c47206a172fe9112aeaa99","onesentencenotrenewed":"Deciding whether to continue owning her own company or retire.","initialvalue":"Other","astotherreasonsnottorenew":"Deciding whether I'm going to continue owning my own company or am I going to retire?","old_int_code":"6","age_range":"61+","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"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":"2021-01-02","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","latest_paid_thru":"2020-08-31"}},"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","latest_paid_thru":"2020-06-30"}},"seriesid":"163"}
{"contact":{"id":"29859","email":"linevigeant@hotmail.com","first_name":"Line","last_name":"Vigeant","phone":"4384925032","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Exclusion List 250404, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1469","old_do_id":"260612","full_name":"Line Vigeant","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"","lead_status":"Renewed APX","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"Ongoing member to be called","new_member_date_2":"2018-02-08","time_zone":"2","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":"no","blocnote":"ai.completer ss envoie de courriel a d\u00e9j\u00e0 la documentation","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T09:50:58-05:00","last_engaged_date":"2025-11-13","pipeline_1_lapsed_members":"","individual_id":"260612","pds_may":"1","sendjulyemail":"2025-07-15T15:06:00-04:00","sendmayemail":"2025-11-13T09:50:00-05:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","intcode":"99","full_name_2":" ","pds_july":"1","paid_thru":"2026-08-31","old_int_code":"32","pds_august":"1","date_of_renewal_identification":"2025-09-03","temp_do_id_for_auto_old_do_id":"AST1469","temp_intcode_for_auto_old_int_code":"99","pds_september":"1","last_infoline_date_type":"2024-04-01","last_act_type":"2025-08-13","telemarketing_call_date":"2025-11-13","pcl_status":"P","pcl_completion_date":"2018-05-27","pf1_status":"F","pf1_completion_date":"2018-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-08-14","number_of_passed_courses":"2","pds_october":"1","extension_phone_1":"","mini_nps":"","testimonialagree":"No","testimonial":"","testimonialrefusal":"","sendaigeneral":"2025-11-13T09:44:00-05:00","sendnovemberemail":"2025-11-13T09:51:00-05:00","sendaidatefr":"2025-11-13T09:51:01-05:00","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"linevigeant@hotmail.com","pcl_completion_date_5":"2023-05-27","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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":"13329.0","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","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"10256","email":"shailynnph@gmail.com","first_name":"Evelyn","last_name":"Manimbo","phone":"4032912886","orgname":"Junnir Mechanic Repair Shop","customer_acct_name":"Junnir Mechanic Repair Shop","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07230","province":"AB","full_name":"Evelyn Manimbo","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"299909","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500148","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":"2021-04-07","temp_do_id_for_auto_old_do_id":"L25C07230","phone_2":"6399993875","last_act_type":"2021-07-04","pcl_status":"P","pcl_completion_date":"2021-06-21","pf1_status":"P","pf1_completion_date":"2021-08-22","pf2_status":"P","pf2_completion_date":"2021-10-24","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"shailynnph@gmail.com","pcl_completion_date_5":"2026-06-21","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"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":"2020-12-02","last_act_type":"2025-06-01","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","latest_paid_thru":"2025-12-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no conversation\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:44-04:00","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","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:30-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was very brief and disconnected quickly, reaching voicemail without any meaningful conversation or task completion.","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","session_id":"call_345eca41987962e37bd085a1891","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_345eca41987962e37bd085a1891","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"28819","email":"chanukawijekoon@gmail.com","first_name":"Chanuka","last_name":"Wijekoon","phone":"4166755001","orgname":"Humber College Institute of Technology & Advanced Learning","customer_acct_name":"Humber College Institute of Technology & Advanced Learning","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1522","full_name":"Chanuka Wijekoon","members_type":"AST","city_1":"Kitchener","province":"ON","language":"English","phone_2":"6478626528","lead_status":"Renewed AST","new_member_date_2":"2018-01-04","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"258431","no_email_solicitation":"False","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-14T11:01:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T13:16:00-05:00","blocnote":"Dec 5 2025 vm  Dec 17 2025 vm","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"No","pipeline_1_lapsed_members":"Renewed lapsed","old_int_code":"99","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","cert_status":"PENDING","temp_do_id_for_auto_old_do_id":"AST1522","temp_intcode_for_auto_old_int_code":"06","cpa_certification":"PCP","last_infoline_date_type":"2021-12-17","last_act_type":"2026-04-13","telemarketing_call_date":"2025-12-17","pcl_status":"P","pcl_completion_date":"2018-04-22","pf1_status":"P","pf1_completion_date":"2018-08-12","pf2_status":"P","pf2_completion_date":"2019-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-08-07","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-04","trc":"True","wera":"False","npi_email_temp":"chanukawijekoon@gmail.com","pcl_completion_date_5":"2023-04-22","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"8080","email":"smurray@meadowlakepulp.com","first_name":"Sherry","last_name":"Murray","phone":"5145502044","orgname":"Meadow Lake Mechanical Pulp Inc.","customer_acct_name":"Meadow Lake Mechanical Pulp Inc.","tags":"CSV imported, Bounced, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01917","full_name":"Sherry Murray","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-01-09","domain_1":"meadowlakepulp.com","individual_id":"209831","area_code":"514","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502156","time_zone":"2","province":"SK","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25O01917","organization_id":"209830","pds_august":"2","members_type":"CORP","pds_september":"2","last_act_type":"2021-12-02","pcl_status":"P","pcl_completion_date":"2014-07-10","pf1_status":"P","pf1_completion_date":"2016-06-07","number_of_passed_courses":"2","pds_october":"2","blocnote":"Oct 17 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T13:44:00-05:00","intcode":"16","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"smurray@meadowlakepulp.com","pcl_completion_date_5":"2019-07-10","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","company_paid_thru":"2020-12-31","corp_cancel_date":"2021-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"28846","email":"mlalonde@excelhonda.com","first_name":"Mathieu","last_name":"Lalonde","phone":"5143426360","orgname":"Excel Automobiles","customer_acct_name":"Excel Automobiles","tags":"paie.ca visited, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0774","full_name":"Mathieu Lalonde","members_type":"AST","city_1":"Mont-Royal","province":"QC","language":"French","phone_2":"5149522749","lead_status":"Renewed APX","last_engaged_date":"2025-05-29","new_member_date_2":"2016-06-23","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"244213","no_email_solicitation":"False","pds_march":"6","area_code":"514","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"6","extension_phone_1":"2222","email2":"","resourceaware":"No","resourcevisitedselfreport":"","blocnote":"ai. 12 nov 2025 bv\r\n18 nov 2025 bv\r\n20 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T10:15:01-05:00","full_name_2":" ","pds_july":"6","paid_thru":"2026-10-31","pds_august":"6","temp_do_id_for_auto_old_do_id":"AST0774","date_of_renewal_identification":"2025-09-16","old_int_code":"31","temp_intcode_for_auto_old_int_code":"06","pds_september":"6","last_infoline_date_type":"2025-08-12","last_conf_date_type":"2017-06-13","last_act_type":"2025-08-12","telemarketing_call_date":"2025-11-20","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:08-05:00","pds_november":"6","npi_email_temp":"mlalonde@excelhonda.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"7813","email":"sylvain.boudreault@kiewit.com","first_name":"Sylvain","last_name":"Boudreault","phone":"4504359240","orgname":"Construction Kiewit","customer_acct_name":"Construction Kiewit","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02479","extension_phone_1":"6143","full_name":"Sylvain Boudreault","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-10-16","domain_1":"kiewit.com","area_code":"450","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502069","time_zone":"2","province":"QC","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"229637","canceldate":"2020-12-02","members_type":"AST","new_member_date_2":"2014-10-16","no_email_solicitation":"False","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:44-04:00","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25A02479","temp_intcode_for_auto_old_int_code":"15","phone_2":"4509371222","last_infoline_date_type":"2020-04-23","last_act_type":"2020-04-23","pcl_status":"P","pcl_completion_date":"2015-02-06","pf1_status":"P","pf1_completion_date":"2015-06-29","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"sylvain.boudreault@kiewit.com","pcl_completion_date_5":"2020-02-06","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent attempted to reach Sylvain to discuss the National Payroll Institute membership but the contact was suspicious and did not engage in the conversation. The call ended shortly after the initial interaction without completing any survey or renewal discussion.","aitm_callsummarytitle":"Call ended early due to contact suspicion","blocnote":"2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call disconnected early, contact suspicious and did not engage","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_b1a3b5f3419496a967f1ff8267c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b1a3b5f3419496a967f1ff8267c","number_of_calls_reached":"1"}},"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":"2024-03-05","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","latest_paid_thru":"2025-04-30"}},"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":"2018-06-12","last_act_type":"2026-12-01","number_of_passed_courses":"0","pds_october":"5","trc":"True","wera":"False","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","latest_paid_thru":"2026-09-30"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","old_do_id":"L25A02516","pipeline_1_lapsed_members":"Refused Lapsed","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":"01","blocnote":"Aug 13 2025\n2026 May 08 contact refused to renew, never used membership","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:50-04:00","onesentencenotrenewed":"I've never used it.","temp_do_id_for_auto_old_do_id":"L25A02516","temp_intcode_for_auto_old_int_code":"01","phone_2":"5878341175","last_act_type":"2019-09-14","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"11","npi_email_temp":"lusi_aaa@i.ua","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted Anna regarding her lapsed Associate membership with the National Payroll Institute. Anna expressed disinterest and mentioned she never used the membership. The agent asked for a brief reason for not renewing before the call ended.","aitm_callsummarytitle":"Membership refusal by Anna","notrenewedwanttorenew":"No","mini_nps":"1","initialvalue":"Other","astotherreasonsnottorenew":"Never used the membership","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_86b99b1d8262883f3dd3cf31631","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_86b99b1d8262883f3dd3cf31631","number_of_calls_reached":"1"}},"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":"2021-01-09","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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"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":"2024-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"meenakshiofficiel@gmail.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail disabled, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:45-04:00","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","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:45-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was made but reached a voicemail that was disabled, resulting in no conversation with the user.","aitm_callsummarytitle":"Call reached voicemail disabled","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a07911cbaf114447216be8eaea3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a07911cbaf114447216be8eaea3"}},"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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10280","email":"rabiaboghani@gmail.com","first_name":"Rabia","last_name":"Boghani","phone":"7809444311","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":"Rabia Rafiq Boghani","language":"English","origin":"Lapsed Spring 2024","individual_id":"323113","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"L25C06292","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"4372191901","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"NOv 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:33:00-05:00","canceldate":"2024-02-28","paid_thru":"2024-02-28","new_member_date_2":"2023-03-27","temp_do_id_for_auto_old_do_id":"L25C06292","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-15","pcl_status":"P","pcl_completion_date":"2023-07-18","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"rabiaboghani@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"contact":{"id":"10206","email":"cotybrooks101@gmail.com","first_name":"Coty","last_name":"Brooks","phone":"2505868897","orgname":"Keep Me Posted Bookkeeping Services Ltd.","customer_acct_name":"Keep Me Posted Bookkeeping Services Ltd.","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":"LB2502412","full_name":"Coty Brooks","language":"English","origin":"Lapsed Spring 2024","individual_id":"279222","area_code":"250","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"CLNPI001155","time_zone":"5","province":"BC","members_type":"CORP","phone_2":"2506169463","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"13 March 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T16:57:00-04:00","notrenewedother":"Phone cannot be recovered","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"LB2502412","temp_intcode_for_auto_old_int_code":"16","organization_id":"249924","pcl_status":"P","pcl_completion_date":"2020-01-05","pf1_status":"P","pf1_completion_date":"2020-04-19","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"cotybrooks101@gmail.com","pcl_completion_date_5":"2025-01-05","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"28786","email":"trudyawhite78@gmail.com","first_name":"Trudy","last_name":"White","phone":"4035392450","orgname":"Alberta Electric System Operator (AESO)","customer_acct_name":"Alberta Electric System Operator (AESO)","tags":"payroll.ca visited, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1515","full_name":"Trudy White","members_type":"AST","city_1":"Airdrie","province":"AB","language":"English","phone_2":"4038529026","lead_status":"Renewed APX","new_member_date_2":"2021-08-19","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"209273","canceldate":"2016-02-02","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:01:00-04:00","intcode":"06","last_engaged_date":"2025-12-01","member_may":"21","last_login_date":"2025-05-30T10:49:48-04:00","resources_tools_may":"2","payroll_guidelines_may":"2","pipeline_1_lapsed_members":"","member_june":"7","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1515","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-11-20","last_act_type":"2026-01-19","telemarketing_call_date":"2026-05-01","pcl_status":"P","pcl_completion_date":"2024-06-04","pf1_status":"P","pf1_completion_date":"2025-11-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-01-05","number_of_passed_courses":"3","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:45-05:00","pf2_status":"E","npi_email_temp":"trudyawhite78@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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","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":"2023-02-05","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","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"10763","email":"linda@kodaaccounting.com","first_name":"Linda","last_name":"Wong","phone":"7785485632","orgname":"KODA Accounting Inc.","customer_acct_name":"KODA Accounting Inc.","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":"L25A02173","full_name":"Linda Wong, CPA,CGA","language":"English","origin":"Lapsed Spring 2024","domain_1":"kodaaccounting.com","individual_id":"259811","area_code":"778","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-26","old_do_id":"LB2502660","time_zone":"5","province":"BC","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","cpa_certification":"PCP","new_member_date_2":"2018-01-23","no_email_solicitation":"FALSE","cert_status":"PENDING","intcode":"06","blocnote":"LN Sept 16 2025  Survey completed . She is no longer in payroll.\r\n\r\nMar 17 2025 vm\r\nMar 25 2025 vm\r\nApril 2 2025 line busy\r\nApril 9 2025 vm\r\nApril 23 2025 vm\r\nMay 5 2025 vm\r\nJuly 10 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T18:07:09-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25A02173","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":"Yes","hardtoparticipateeventsspecify":"I did not have the time to participate.","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2021-10-02","last_act_type":"2022-11-23","pcl_status":"P","pcl_completion_date":"2018-05-06","pf1_status":"P","pf1_completion_date":"2019-01-21","pf2_status":"P","pf2_completion_date":"2020-10-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-09-24","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"linda@kodaaccounting.com","pcl_completion_date_5":"2023-05-06","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-25T18:07:09-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately after the greeting.","aitm_callsummarytitle":"Voicemail reached, no contact","npi_voicemaildetection":"Yes","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_80259aea367ec54e9a6426986ed","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_80259aea367ec54e9a6426986ed"}},"seriesid":"163"}
{"contact":{"id":"5644","email":"julia.semchenkova@capcium.com","first_name":"Julia","last_name":"Semchenkova","phone":"5143395986","orgname":"Capcium Inc.","customer_acct_name":"Capcium Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01858","province":"QC","full_name":"Julia Semchenkova","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-10-29","domain_1":"capcium.com","attended_webinar":"No","lapsed_expiration_date":"2022-01-07","individual_id":"293986","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501647","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"15 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T10:54:00-04:00","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25O01858","temp_intcode_for_auto_old_int_code":"6","organization_id":"293985","last_act_type":"2020-10-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"julia.semchenkova@capcium.com","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","company_paid_thru":"2021-10-31","corp_cancel_date":"2022-01-07","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29924","email":"2sumathyk@gmail.com","first_name":"Sumathy","last_name":"Rajkumar","phone":"6476487840","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Sumathy Rajkumar","members_type":"CAND","city_1":"Milton","province":"ON","language":"English","phone_2":"6476487840","lead_status":"Lapsed Member","new_member_date_2":"2024-12-13","pipeline_2_members_only_ast":"","individual_id":"336005","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"26 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T10:57:00-04:00","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":"L25C08585","temp_intcode_for_auto_old_int_code":"6","onesentencenotrenewed":"AST->CAND","last_act_type":"2025-12-12","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":"L25C08585","old_do_id":"LB2504130","date_of_renewal_identification":"","npi_email_temp":"2sumathyk@gmail.com","canceldate":"2026-02-03","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"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":"2023-06-03","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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"10788","email":"emilyl@harbordinsurance.com","first_name":"Emily","last_name":"Lamb","phone":"2508001348","orgname":"Harbord Insurance Services Ltd.","customer_acct_name":"Harbord Insurance 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":"L25O01461","full_name":"Emily Lamb","language":"English","origin":"Lapsed Spring 2024","domain_1":"harbordinsurance.com","individual_id":"240032","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502420","time_zone":"5","province":"BC","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 22 2025 vm\r\nMay 5 2025 vm\r\nJuly 10 2025 vm Steven\r\nLN Sept 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T13:50:00-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25O01461","temp_intcode_for_auto_old_int_code":"6","organization_id":"240031","last_act_type":"2024-02-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"emilyl@harbordinsurance.com","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"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":{"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":"2023-06-07","last_act_type":"2023-06-07","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","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"8823","email":"amy.chielo.ibanez@gmail.com","first_name":"Amerfil","last_name":"Ibanez","phone":"9055130028","orgname":"Bento Inc.","customer_acct_name":"Bento 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":"L25A00089","province":"ON","full_name":"Amerfil Ibanez","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"298305","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-09","old_do_id":"CNPIRETA00341","time_zone":"2","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","intcode":"06","blocnote":"13 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM\n2026 May 08 call reached voicemail at Bento's corporate office, no human contact\n2026 May 08 voicemail reached, no human contact\n2026 May 11 reached voicemail at Bento's corporate office, no human contact\n2026 May 11 call reached voicemail, no human answer\n2026 May 13 call reached voicemail at Bento's corporate office, no message left\n2026 May 13 call reached voicemail, no message left\n2026 May 15 reached voicemail, no human contact\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:46-04:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00089","temp_intcode_for_auto_old_int_code":"6","phone_2":"9057064040","last_act_type":"2022-01-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amy.chielo.ibanez@gmail.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:24-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail, 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","session_id":"call_1097cc0d02829ec82ad53a31d54","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1097cc0d02829ec82ad53a31d54"}},"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":"2025-10-09","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","npi_email_temp":"karenlin.cn123@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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":"2021-03-05","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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"28868","email":"nsaku19@gmail.com","first_name":"Sakunthala","last_name":"Nadarajah","phone":"6472001422","orgname":"BYNGGroup","customer_acct_name":"BYNGGroup","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1020","full_name":"Sakunthala Nadarajah","members_type":"AST","city_1":"Bradford","province":"ON","language":"English","phone_2":"6472001422","lead_status":"Renewed APX","new_member_date_2":"2021-10-05","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"198428","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-15T09:27:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T13:14:00-04:00","blocnote":"May 1 2026  call back\r\nMay 1 2026 She is interested in taking courses Survey completed","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"","cert_status":"PENDING","old_int_code":"10","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1020","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2026-03-25","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2026-05-01","pcl_status":"P","pcl_completion_date":"2026-04-08","pf1_status":"P","pf1_completion_date":"2012-12-17","pf2_status":"P","pf2_completion_date":"2012-08-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-10-01","number_of_passed_courses":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:22-05:00","npi_email_temp":"nsaku19@gmail.com","pcl_completion_date_5":"2031-04-08","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","extension_phone_1":"","email2":"","full_name_2":" ","sendcandapplicationform":"2026-05-01T13:14:00-04:00"}},"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":{"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":"2024-07-11","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","latest_paid_thru":"2025-09-30"}},"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","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"10258","email":"qianfang0929@gmail.com","first_name":"Fang","last_name":"Qian","phone":"4315886661","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":"LB2506862","full_name":"Fang Qian","language":"English","origin":"Lapsed Spring 2024","individual_id":"321575","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-19","old_do_id":"L25C06304","members_type":"CAND","province":"MB","area_code":"431","time_zone":"3","phone_2":"4315886661","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 she doesn't remember she was a member","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T12:03:00-05:00","intcode":"21","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2023-02-07","temp_do_id_for_auto_old_do_id":"LB2506862","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-19","pcl_status":"P","pcl_completion_date":"2023-04-30","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"06","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"qianfang0929@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"28843","email":"joy.close96@gmail.com","first_name":"Joy","last_name":"Close","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":"Joy Close","members_type":"CAND","city_1":"London","province":"ON","language":"English","phone_2":"2262371213","lead_status":"Lapsed Member","new_member_date_2":"2025-01-23","pipeline_2_members_only_ast":"","individual_id":"335980","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"Oct 15 2025 vm  Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:39:00-04:00","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":"L25C08790","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":"L25C08790","old_do_id":"LB2505724","npi_email_temp":"joy.close96@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","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"14854","email":"utang@iqoffices.com","first_name":"Le","last_name":"Tang","phone":"4168438318","orgname":"iQ Office Suites Hoildings Inc.","customer_acct_name":"iQ Office Suites Hoildings Inc.","tags":"241016 CDN, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Le Uyen Tang","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2019-04-23","domain_1":"iqoffices.com","attended_webinar":"Yes","do_id":"L25A02577","members_type":"AST","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502028","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"275337","canceldate":"2020-06-01","new_member_date_2":"2019-04-23","no_email_solicitation":"False","pds_march":"1","intcode":"16","blocnote":"may 26 2025 vm  Sept 5 2025 vm\n2026 May 08 call reached voicemail, message left\n2026 May 08 reached wrong contact named Yuan, no renewal discussion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25A02577","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"4168438318","pds_september":"1","last_infoline_date_type":"2019-09-09","last_act_type":"2019-09-09","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"utang@iqoffices.com","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:20-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called a contact but reached the wrong person named Yuan instead of Le. The call was brief and ended politely without further action.","aitm_callsummarytitle":"Wrong Contact Reached","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_899fbefb483dd001d736adffb8c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_899fbefb483dd001d736adffb8c","mini_nps":"3","onesentencenotrenewed":"Reached wrong contact, no renewal discussion.","initialvalue":"Other","othermemberbenefit":"Reached wrong contact, no renewal discussion.","old_int_code":"08","astotherreasonsnottorenew":"Reached wrong contact, no renewal discussion.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29345","email":"gbarlow@tubmanchev.com","first_name":"Greg","last_name":"Barlow","phone":"6137334050","orgname":"Jim Tubman Motors","customer_acct_name":"Jim Tubman Motors","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0082","full_name":"Greg Barlow","members_type":"AST","city_1":"Ottawa","province":"ON","language":"English","lead_status":"Member","new_member_date_2":"2010-01-08","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"162740","no_email_solicitation":"False","pds_march":"11","area_code":"613","time_zone":"2","intcode":"07","blocnote":"May 1 2026 vm\r\nMay 25 2026 Not in today","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:43:00-04:00","pipeline_1_lapsed_members":"","pds_may":"11","pds_july":"11","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","last_engaged_date":"2025-12-02","pds_august":"11","temp_do_id_for_auto_old_do_id":"AST0082","temp_intcode_for_auto_old_int_code":"07","pds_september":"11","last_infoline_date_type":"2023-12-05","last_conf_date_type":"2023-07-12","last_act_type":"2025-06-11","telemarketing_call_date":"2026-05-25","number_of_passed_courses":"0","pds_october":"11","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:49-05:00","pds_november":"11","npi_email_temp":"gbarlow@tubmanchev.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_int_code":"6"}},"seriesid":"163"}
{"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":"2025-07-02","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","latest_paid_thru":"2026-01-31"}},"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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"29433","email":"lauraparker@hotmail.com","first_name":"Laura","last_name":"Parker","phone":"4163640141","orgname":"Talisker Resources Ltd.","customer_acct_name":"Talisker Resources Ltd.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1093","full_name":"Laura Parker","members_type":"AST","city_1":"Scarborough","province":"ON","language":"English","phone_2":"4163165023","lead_status":"Renewed APX","new_member_date_2":"2023-02-14","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"279123","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T10:00:00-04:00","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":"AST1093","temp_intcode_for_auto_old_int_code":"06","last_engaged_date":"2025-10-16","last_act_type":"2026-03-31","telemarketing_call_date":"2026-05-04","pcl_status":"P","pcl_completion_date":"2019-09-30","pf1_status":"P","pf1_completion_date":"2019-10-29","pf2_status":"P","pf2_completion_date":"2019-11-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-14","number_of_passed_courses":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:00-05:00","npi_email_temp":"lauraparker@hotmail.com","date_of_renewal_identification":"2026-04-03","old_int_code":"99","pcl_completion_date_5":"2024-09-30","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"9645","email":"inna@427auto.com","first_name":"Inna","last_name":"Sereguina","phone":"4162596344","orgname":"427 Auto Collision Ltd","customer_acct_name":"427 Auto Collision Ltd","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O00125","province":"ON","full_name":"Inna Sereguina","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-01-11","domain_1":"427auto.com","lapsed_expiration_date":"2023-03-02","individual_id":"259344","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00388","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","dhmsfin_telemarketing_last_contacted_date":"2025-03-24T11:59:08-04:00","blocnote":"07 January 2025 Survey completed - she said that she will look into the membership and maybe renew in few months\n 18 February 2025 She said she saw the e-mail but give a couple of more days to decide\n 24 March 2025 VM","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00125","temp_intcode_for_auto_old_int_code":"10","organization_id":"259342","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"inna@427auto.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9701","email":"mralf04@hotmail.com","first_name":"Melissa","last_name":"Holditch","phone":"5197752541","orgname":"Thames Valley District School Board","customer_acct_name":"Thames Valley District School Board","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06806","province":"ON","full_name":"Melissa Holditch","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"309469","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500688","time_zone":"2","members_type":"CAND","phone_2":"5198515295","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"Nov 24 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T09:08:00-05:00","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2022-01-28","temp_do_id_for_auto_old_do_id":"L25C06806","old_int_code":"12","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-01-27","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"mralf04@hotmail.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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","latest_paid_thru":"2024-02-29","company_paid_thru":"2024-02-29","corp_cancel_date":"2024-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30839","email":"hd.deleon@gmail.com","first_name":"Hanna","last_name":"De Leon","phone":"4169640322","orgname":"Spectrum Health Care","customer_acct_name":"Spectrum Health Care","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"331764","full_name":"Hanna De Leon","members_type":"CAND","do_id":"L25C00294","city_1":"North York","province":"ON","language":"English","phone_2":"6474505305","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-04","area_code":"416","time_zone":"2","canceldate":"2025-03-04","intcode":"06","blocnote":"16 April 2025 Call did not go through\r\n23 April 2025 Call not going through\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":"2025-12-08T13:51:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00294","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-06-20","pcl_status":"P","pcl_completion_date":"2024-04-24","pf1_status":"F","pf1_completion_date":"2024-07-24","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"hd.deleon@gmail.com","pcl_completion_date_5":"2029-04-24","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"14236","email":"elindgren@atlasdevco.com","first_name":"Erin","last_name":"Lindgren","phone":"4032705900","orgname":"Atlas Property Services Inc.","customer_acct_name":"Atlas Property Services Inc.","tags":"241015 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Erin Lindgren","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2006-11-08","domain_1":"atlasdevco.com","do_id":"L25O01956","individual_id":"295876","members_type":"CORP","time_zone":"5","area_code":"403","never_call":"REFUSED","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501941","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 26 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T16:17:00-04:00","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01956","temp_intcode_for_auto_old_int_code":"6","organization_id":"109791","last_act_type":"2020-12-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"elindgren@atlasdevco.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"28838","email":"meshbookkeeping@shaw.ca","first_name":"Leeanne","last_name":"Clish","phone":"7807193273","orgname":"MESH Bookkeeping Solutions","customer_acct_name":"MESH Bookkeeping Solutions","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST0272","full_name":"Leeanne Clish","members_type":"AST","city_1":"Spruce Grove","province":"AB","language":"English","lead_status":"Renewed APX","new_member_date_2":"2023-06-23","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"326411","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"May 4 2026 vm  May 6 2026 vm\r\nMay 8 2026 vm  May 12 2026 vm\r\nMay 15 2026 vm  May 21 2026 vm\r\nMay 27 2026 vm, June 2 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-02T12:17:00-04:00","intcode":"06","nationalconferenceattend":"No","nationalconferencenotattendreason":"The dates are not convenient for me","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":"AST0272","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-05-20","telemarketing_call_date":"2025-10-29","old_int_code":"31","sendaigeneral":"2025-10-29T12:04:00-04:00","sendoctoberemail":"2025-10-29T12:04:52-04:00","sendaidate":"2025-12-01T10:14:08-05:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-29T12:05:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"meshbookkeeping@shaw.ca","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31"}},"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":"2026-11-03","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"8023","email":"ynguyen@dmtispatial.com","first_name":"Yen","last_name":"Nguyen","phone":"9059482180","orgname":"DMTI Spatial Inc.","customer_acct_name":"DMTI Spatial Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02269","full_name":"Yen Nguyen","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"23-ao?t-18","domain_1":"dmtispatial.com","individual_id":"266266","area_code":"877","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502182","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","paid_thru":"2021-07-31","temp_do_id_for_auto_old_do_id":"L25O02269","organization_id":"266258","members_type":"CORP","last_infoline_date_type":"2020-12-06","last_act_type":"2020-12-06","intcode":"0","blocnote":"LN Oct 16 2025 Spoke to Florence said that they have renewed membership.","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T11:36:00-04:00","temp_intcode_for_auto_old_int_code":"13","number_of_passed_courses":"0","old_int_code":"13","trc":"False","wera":"False","npi_email_temp":"ynguyen@dmtispatial.com","formatted_paid_thru":"31\/07\/2021","latest_paid_thru":"2021-07-31","company_paid_thru":"2021-07-31","corp_cancel_date":"2021-10-02","company_status":"I"}},"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","latest_paid_thru":"2027-03-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call went to voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:44-04:00","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","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:29-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_669aaef6a685c6d9b349427ecb2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_669aaef6a685c6d9b349427ecb2"}},"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":"2026-01-20","last_act_type":"2026-01-20","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","npi_email_temp":"jasmine.gong@fpcanada.ca","pcl_completion_date_5":"2025-07-19","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"11451","email":"Payroll@jensenhughes.com","first_name":"Payroll","last_name":"","phone":"9024963247","orgname":"Jensen Hughes Consulting Canada","customer_acct_name":"Jensen Hughes Consulting Canada","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Payroll","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2019-11-28","domain_1":"jensenhughes.com","do_id":"LB2502208","individual_id":"283382","members_type":"CORP","time_zone":"1","area_code":"902","region":"CDN","lead_status":"Lapsed Member","old_do_id":"C17136","province":"NS\/PE","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T10:56:00-04:00","temp_do_id_for_auto_old_do_id":"LB2502208","temp_intcode_for_auto_old_int_code":"6","npi_email_temp":"Payroll@jensenhughes.com"}},"seriesid":"163"}
{"contact":{"id":"31399","email":"glauzon2221@gmail.com","first_name":"Guylaine","last_name":"Lauzon","phone":"5144571569","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"16178","full_name":"Guylaine Lauzon, PCP","members_type":"PRO","coidnewmbrdate":"1993-02-01","city_1":"St-Zotique","province":"QC","language":"French","phone_2":"5149841563","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","area_code":"514","time_zone":"2","date_of_renewal_identification":"2025-04-25","new_member_date_2":"2025-03-17","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2505259","cert_status":"ACTIVE","cpa_certification":"SCP","pds_august":"1","pds_september":"1","last_infoline_date_type":"2025-02-28","last_act_type":"2026-03-20","pcl_status":"P","pcl_completion_date":"2023-12-20","pf1_status":"P","pf1_completion_date":"2024-03-04","pf2_status":"P","pf2_completion_date":"2024-05-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-07-04","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","old_do_id":"L25O00718","npi_email_temp":"glauzon2221@gmail.com","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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":{"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":"2026-05-24","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","latest_paid_thru":"2023-12-31"}},"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":"2025-07-05","last_act_type":"2025-07-05","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","latest_paid_thru":"2025-05-31"}},"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","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"8747","email":"katetziougras@gmail.com","first_name":"Katie","last_name":"Tziougras","phone":"6473839737","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07533","full_name":"Katie Tziougras","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293975","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2503240","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","time_zone":"2","members_type":"CAND","temp_do_id_for_auto_old_do_id":"L25C07533","phone_2":"6473839737","canceldate":"2021-12-02","new_member_date_2":"2020-10-22","paid_thru":"2021-09-30","last_act_type":"2020-11-18","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 07 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T09:14:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"katetziougras@gmail.com","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"8780","email":"car-mads@live.com","first_name":"Stacy","last_name":"Colledge","phone":"4036976731","orgname":"Nabors Drilling","customer_acct_name":"Nabors Drilling","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02077","full_name":"Stacy Colledge","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"1981-06-01","individual_id":"27178","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501948","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"1999-09-01","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25O02077","organization_id":"6225","pds_august":"6","phone_2":"4033717438","members_type":"CORP","pds_september":"6","last_act_type":"2020-06-16","intcode":"16","blocnote":"LN Oct 16 2025 number is not in service.","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T16:27:00-04:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"car-mads@live.com","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","company_paid_thru":"2020-04-30","corp_cancel_date":"2020-07-03","company_status":"I"}},"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, TMAI","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":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:32-04:00","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\n2026 May 08 brief call with Jenna, introduced NPI membership lapse, call ended abruptly","pds_july":"2","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A00041","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:32-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Jenna and introduced herself, beginning to inform Jenna about her lapsed Associate membership with the National Payroll Institute. The call was very brief and ended abruptly without completing the conversation or survey.","aitm_callsummarytitle":"Brief call with Jenna about lapsed membership","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"11","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ac9aed531accbc4a97b2c18a5b9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ac9aed531accbc4a97b2c18a5b9","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29870","email":"vignando@hotmail.com","first_name":"Linda","last_name":"Vignando","phone":"4162001064","orgname":"FCC Canada Ltd.","customer_acct_name":"FCC Canada Ltd.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1471","full_name":"Linda Vignando","members_type":"AST","city_1":"Etobicoke","province":"ON","language":"English","phone_2":"4168813754","lead_status":"Renewed APX","new_member_date_2":"2023-09-05","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"328754","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T10:16:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T13:33:00-04:00","blocnote":"May 6 2026 vm","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","last_engaged_date":"2025-12-03","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":"AST1471","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2026-04-05","last_act_type":"2026-04-05","telemarketing_call_date":"2026-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:47-05:00","npi_email_temp":"vignando@hotmail.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"29845","email":"payroll.canada@riedel.net","first_name":"Leaticia","last_name":"Venne","phone":"4388606745","orgname":"Riedel Communications Canada Inc.","customer_acct_name":"Riedel Communications Canada Inc.","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":"L25A01803","full_name":"Leaticia Venne","members_type":"AST","city_1":"Laval","province":"QC","language":"French","lead_status":"Lapsed Member","new_member_date_2":"2024-06-14","pipeline_2_members_only_ast":"","individual_id":"338195","no_email_solicitation":"False","area_code":"438","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-07-04","old_do_id":"AST1466","paid_thru":"2025-04-30","blocnote":"13 aout 2025 conge de maternite\n2026 May 08 voicemail reached, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:31-04:00","temp_do_id_for_auto_old_do_id":"L25A01803","temp_intcode_for_auto_old_int_code":"6","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":"payroll.canada@riedel.net","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:31-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was not answered by a human and went to voicemail. The agent was unable to communicate with the contact.","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","session_id":"call_37feb84cc651857dd7843347191","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_37feb84cc651857dd7843347191"}},"seriesid":"163"}
{"contact":{"id":"28757","email":"mskadmiri2706@hotmail.fr","first_name":"Mohamed","last_name":"Sarhane","phone":"5148440303","orgname":"Mabi Services Financiers Inc.","customer_acct_name":"Mabi Services Financiers Inc.","tags":"250205 AST Members, 250526 phone cannot be recovered, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1259","full_name":"Mohamed Sarhane","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"5147214697","lead_status":"Renewed APX","new_member_date_2":"2022-03-25","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"259563","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"16","blocnote":"20 mai ligne occupe\r\n21 mai 2025 ligne occupe","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T09:37:00-04:00","value_help_with_complex":"No","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2027-02-28","extension_phone_1":"1003","temp_do_id_for_auto_old_do_id":"AST1259","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2026-01-14","telemarketing_call_date":"2025-05-22","pcl_status":"P","pcl_completion_date":"2018-02-27","pf1_status":"P","pf1_completion_date":"2018-03-21","pf2_status":"P","pf2_completion_date":"2018-04-22","number_of_passed_courses":"3","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:07-05:00","date_of_renewal_identification":"2026-01-17","npi_email_temp":"mskadmiri2706@hotmail.fr","pcl_completion_date_5":"2023-02-27","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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":"2026-05-06","new_member_date_2":"2014-11-04","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"126294","no_email_solicitation":"False","pds_march":"9","area_code":"604","time_zone":"5","intcode":"31","blocnote":"May 6 2026 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T12:50:00-04:00","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":"31","pds_september":"9","last_infoline_date_type":"2025-07-10","last_act_type":"2025-07-10","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2026-05-06","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":"2026-05-06T12:49:35-04:00","pds_november":"10","npi_email_temp":"cfinna@noorthomes.com","pcl_completion_date_5":"2014-03-10","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","sendaigeneral":"2026-05-06T12:49:00-04:00","sendaiemail":"2026-05-06T12:49:34-04:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last 7 days","value_designation":"No","old_int_code":"6"}},"seriesid":"163"}
{"contact":{"id":"10744","email":"saayadi@marind.ca","first_name":"Soukayna","last_name":"Aayadi","phone":"5143422748","orgname":"Groupe Gestion Nor Inc.","customer_acct_name":"Groupe Gestion Nor Inc.","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":"LB2502321","extension_phone_1":"2251","full_name":"Soukayna Aayadi","language":"English","origin":"Lapsed Spring 2024","domain_1":"marind.ca","individual_id":"317171","area_code":"514","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001036","time_zone":"2","province":"QC","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"17 March 2025 VM\r\n31 March 2025 VM  Apr 4 2025 vm\r\nApr 29 2025 numebr temporarily out of service","dhmsfin_telemarketing_last_contacted_date":"2025-04-29T11:28:00-04:00","old_int_code":"8","notrenewedother":"Phone cannot be recovered","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"LB2502321","temp_intcode_for_auto_old_int_code":"16","organization_id":"317169","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"saayadi@marind.ca","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"10199","email":"wintercat@baht.ca","first_name":"Catherine","last_name":"Winterburn","phone":"9053292164","orgname":"Bay Area Health Trust","customer_acct_name":"Bay Area Health Trust","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02282","province":"ON","full_name":"Catherine Winterburn","language":"English","origin":"2023 lapsed Members","domain_1":"baht.ca","lapsed_expiration_date":"2022-12-02","individual_id":"294309","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500770","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","new_member_date_2":"2020-11-02","no_email_solicitation":"FALSE","intcode":"06","blocnote":"May 22 2025 vm\r\nAug 7 2025 vm\r\nLN Oct 7 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A02282","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-04-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"wintercat@baht.ca","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:06-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","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","session_id":"call_c56c56bb3ad801a8111be3608ed","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c56c56bb3ad801a8111be3608ed"}},"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, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Kayla Black","members_type":"AST","new_member_date_2":"2025-03-14","do_id":"L25A03080","city_1":"Beausejour","province":"MB","language":"English","phone_2":"2043406295","lead_status":"Lapsed Member","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2026-05-02","no_email_solicitation":"False","area_code":"204","time_zone":"3","intcode":"06","blocnote":"May 4 2026 completed with renewal ( sent both emails for renewal and webinars)\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 call reached voicemail\n2026 May 11 call reached voicemail\n2026 May 11 voicemail reached - no live contact\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact with Kayla Blacks\n2026 May 15 call reached voicemail - no conversation\n2026 May 15 call reached voicemail","individual_id":"246930","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:41-04:00","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A03080","temp_intcode_for_auto_old_int_code":"06","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","latest_paid_thru":"2026-02-28","old_do_id":"AST1888","ln_entered_date":"2026-05-03","mini_nps":"3","testimonial":"","renewal_refusal_reasons":"","old_int_code":"02","sendpreexpirationemail":"2026-05-04T12:58:00-04:00","sendapxapplicationform":"2026-05-04T12:59:00-04:00","last_engaged_date":"2026-05-04","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:46-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Kayla Black, but it ended quickly with the agent reaching voicemail.","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","session_id":"call_d68d6bb82beef0a641286b75a03","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d68d6bb82beef0a641286b75a03"}},"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":"173976.0","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","latest_paid_thru":"2023-08-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"274552","no_email_solicitation":"False","time_zone":"2","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:46:00-04:00","sendpreexpirationemail":"2025-05-05T11:12:00-04:00","intcode":"06","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":"99","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":"06","last_infoline_date_type":"2019-05-17","last_act_type":"2026-02-19","telemarketing_call_date":"2026-05-06","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","latest_paid_thru":"2027-02-28"}},"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":"2020-02-12","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","latest_paid_thru":"2021-11-30"}},"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":"2024-05-04","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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"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, 260522 Lapsed DEL","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":"LB2507439","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":"2027-01-31","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"taylor.roberts@trupanion.com","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","corp_cancel_date":"2021-10-02","do_id":"","company_status":"A"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"168484","no_email_solicitation":"False","time_zone":"4","blocnote":"May 1 2026 completed with no email sent ( she is aware of the resources and she can get all information needed from the website)","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:05:00-04:00","intcode":"32","pipeline_1_lapsed_members":"Renewed lapsed","old_int_code":"99","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":"32","last_infoline_date_type":"2026-04-21","last_act_type":"2026-04-21","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":"2026-05-01","trc":"False","wera":"False","npi_email_temp":"nicole.lacombe81@gmail.com","pcl_completion_date_5":"2015-10-04","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last month","value_designation":"No"}},"seriesid":"163"}
{"contact":{"id":"5960","email":"crosocha@polarisrealty.com","first_name":"Christine","last_name":"Rosocha","phone":"9052384602","orgname":"Polaris Realty (Canada) Ltd.","customer_acct_name":"Polaris Realty (Canada) Ltd.","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01987","full_name":"Christine Rosocha, CPA, CA","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2015-10-07","domain_1":"polarisrealty.com","individual_id":"238051","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501876","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01987","organization_id":"238050","pds_august":"9","members_type":"CORP","pds_september":"9","last_infoline_date_type":"2019-10-18","last_act_type":"2020-11-30","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-10-27T10:34:00-04:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"crosocha@polarisrealty.com","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"83879","no_email_solicitation":"False","pds_march":"1","area_code":"613","time_zone":"2","intcode":"31","blocnote":"Apr 30 2026 completed with both emails sent( she is still not sure about the certification but she is interested in getting more information.","dhmsfin_telemarketing_last_contacted_date":"2026-04-30T18:46:00-04:00","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":"No","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":"31","pds_september":"1","last_infoline_date_type":"2018-03-23","last_act_type":"2025-05-08","telemarketing_call_date":"2026-04-30","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendaidate":"2026-04-30T18:46:02-04:00","pds_november":"1","npi_email_temp":"lclauson@rsc-src.ca","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","sendcandapplicationform":"2026-04-30T18:45:00-04:00","sendaigeneral":"2026-04-30T18:46:00-04:00","sendaiemail":"2026-04-30T18:46:01-04:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","old_int_code":"6"}},"seriesid":"163"}
{"contact":{"id":"5652","email":"andree@fgd-cpa.com","first_name":"Andr\u00e9e","last_name":"Girard","phone":"4186280588","orgname":"FGD CPA Inc.","customer_acct_name":"FGD CPA Inc.","tags":"CSV imported, payroll.ca visited, paie.ca visited, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01834","province":"QC","full_name":"Andr\u00e9e Girard","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-01-04","domain_1":"fgd-cpa.com","attended_webinar":"No","lapsed_expiration_date":"2022-02-02","individual_id":"296241","time_zone":"2","area_code":"418","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501651","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"15 juillet 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-07-15T11:04:00-04:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25O01834","temp_intcode_for_auto_old_int_code":"6","organization_id":"296240","phone_2":"4186280588","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"andree@fgd-cpa.com","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"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":"2021-03-12","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","latest_paid_thru":"2022-11-30"}},"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","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"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","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"contact":{"id":"9521","email":"rupinderjit.09@gmail.com","first_name":"Rupinderjit","last_name":"Kaur","phone":"7787512092","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":"L25C06943","full_name":"Rupinderjit Kaur","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304844","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2503388","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7787512092","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"12 March 2025 VM\r\n18 March 2025 VM\r\n31 March 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":"2022-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T12:06:00-04:00","new_member_date_2":"2021-09-08","temp_do_id_for_auto_old_do_id":"L25C06943","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-07-09","pcl_status":"P","pcl_completion_date":"2021-11-14","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"rupinderjit.09@gmail.com","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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":"2024-08-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"elovey@cjcampbell.ca","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"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","latest_paid_thru":"2020-06-30"}},"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":"2023-02-01","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","latest_paid_thru":"2022-07-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T15:23:00-04:00","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":"2026-05-01","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","latest_paid_thru":"2026-10-31"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"29942","email":"fernzy.w@gmail.com","first_name":"Jennifer","last_name":"Walsh","phone":"9056916760","orgname":"O.C Tanner Recognition Company Ltd.","customer_acct_name":"O.C Tanner Recognition Company Ltd.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1486","full_name":"Jennifer Walsh","members_type":"AST","city_1":"Milton","province":"ON","language":"English","phone_2":"6472047308","lead_status":"Renewed APX","new_member_date_2":"2024-02-22","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"334666","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T14:31:00-04:00","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":"AST1486","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-05-07","last_act_type":"2026-03-15","telemarketing_call_date":"2026-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:45-05:00","npi_email_temp":"fernzy.w@gmail.com","date_of_renewal_identification":"2026-03-18","old_int_code":"99","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"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":"2022-03-02","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","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"7802","email":"sybobb12@gmail.com","first_name":"Sandra","last_name":"Bobb","phone":"4162221988","orgname":"Eastern Carribbean High Commission","customer_acct_name":"Eastern Carribbean High Commission","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02567","extension_phone_1":"227","full_name":"Sandra Bobb","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2014-05-01","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502015","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"94751","canceldate":"2020-07-03","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2014-05-01","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","intcode":"02","blocnote":"May 12 2025 She works from home most of the time.\r\nJuly 15 2025 Sandra working from home\r\nLN Sept 24 2025 Advised to send email.\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 contact answered, completed survey, declined immediate renewal but requested application form via email - NPI# 7802","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","paid_thru":"2020-04-30","temp_do_id_for_auto_old_do_id":"L25A02567","temp_intcode_for_auto_old_int_code":"02","phone_2":"6138644175","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2006-07-21","pf1_status":"P","pf1_completion_date":"2007-04-25","pf2_status":"P","pf2_completion_date":"2014-08-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-05-22","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"sybobb12@gmail.com","pcl_completion_date_5":"2011-07-21","formatted_paid_thru":"30\/04\/2020","latest_paid_thru":"2020-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:17-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Sandra regarding her lapsed Associate membership with the National Payroll Institute. Sandra answered the survey questions, expressed dissatisfaction with her membership, and declined to renew immediately but agreed to receive an application form via email. The agent confirmed her email and sent the application form for her to review at her convenience.","aitm_callsummarytitle":"Membership Renewal Survey and Application Email Sent","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_6d10f554aa98bfeeb803b07c892","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6d10f554aa98bfeeb803b07c892","sendapplicationform":"2026-05-08T12:14:00-04:00","notrenewedwanttorenew":"Yes","mini_nps":"1","onesentencenotrenewed":"Not today. Another day.","initialvalue":"Designation","age_range":"46-60","last_engaged_date":"2026-05-08","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"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, npiAlert14, 260522 Lapsed DEL","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":"Lapsed DEL","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","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":"2026-04-05","company_paid_thru":"2026-02-28","date_of_renewal_identification":"2026-05-26","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","latest_paid_thru":"2026-02-28","company_status":"A"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"28797","email":"catherine.wiedmann@yahoo.ca","first_name":"Catherine","last_name":"Wiedmann","phone":"4383211157","orgname":"Tech Comptabilit\u00e9 Inc","customer_acct_name":"Tech Comptabilit\u00e9 Inc","tags":"250205 AST Members, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25A01758","full_name":"Catherine Wiedmann","members_type":"AST","city_1":"Longueuil","province":"QC","language":"French","phone_2":"4383211157","lead_status":"Lapsed Member","new_member_date_2":"2022-04-07","pipeline_2_members_only_ast":"","individual_id":"226725","canceldate":"2025-06-03","no_email_solicitation":"False","pds_march":"2","area_code":"438","time_zone":"2","intcode":"15","blocnote":"20 mai 2025 bv\r\n21 mai 2025 bv\r\n22 mai 20.25 bv\r\ncompleter le 27 mai na pas renouveler car l'employeur fait partit de linp\n2026 May 08 call ended early due to inaudible speech, no renewal discussed.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:10-04:00","sendpreexpirationemail":"2025-05-27T09:52:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST1518","pds_july":"2","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01758","temp_intcode_for_auto_old_int_code":"15","pds_august":"2","pds_september":"2","last_infoline_date_type":"2024-05-11","last_act_type":"2024-05-11","pcl_status":"P","pcl_completion_date":"2014-12-22","pf1_status":"P","pf1_completion_date":"2016-07-04","number_of_passed_courses":"2","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"catherine.wiedmann@yahoo.ca","pcl_completion_date_5":"2019-12-22","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:10-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Catherine to discuss her membership with the National Payroll Institute but was unable to have a clear conversation due to inaudible speech from the user. The call ended without completing the intended survey or renewal discussion.","aitm_callsummarytitle":"Unsuccessful call due to inaudible speech","notrenewedwanttorenew":"No","onesentencenotrenewed":"Call ended before any renewal intent was expressed due to inaudible communication.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"6","astotherreasonsnottorenew":"Call ended prematurely with no clear reason given.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_07c1709640679fe32e1f09556c7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_07c1709640679fe32e1f09556c7","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8818","email":"chawrelak@corrosionservice.com","first_name":"Chris","last_name":"Hawrelak","phone":"4166302600","orgname":"Corrosion Service Company Ltd","customer_acct_name":"Corrosion Service Company Ltd","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02106","full_name":"Chris Hawrelak","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"1999-03-01","domain_1":"corrosionservice.com","individual_id":"196844","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501837","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02106","organization_id":"25308","members_type":"CORP","last_act_type":"2020-04-28","intcode":"06","blocnote":"LN Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:17:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"chawrelak@corrosionservice.com","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"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":"15","blocnote":"13 aout 2025 bv\n2026 May 08 call ended with no clear response from contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:30-04:00","temp_do_id_for_auto_old_do_id":"L25A00213","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:30-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Marie-France multiple times but was unable to get a clear response from the user. The call ended without any meaningful conversation or task completion.","aitm_callsummarytitle":"Unsuccessful call - no response from contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d641bf78bc329a0bf023f7dc54d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d641bf78bc329a0bf023f7dc54d"}},"seriesid":"163"}
{"contact":{"id":"9662","email":"bookkeeper@titqet.org","first_name":"Lesley","last_name":"Napoleon","phone":"2502564118","orgname":"T'it'q'et","customer_acct_name":"T'it'q'et","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502401","full_name":"Lesley Napoleon","language":"English","origin":"Lapsed Spring 2024","domain_1":"titqet.org","individual_id":"264862","area_code":"250","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001140","time_zone":"5","province":"BC","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 31 2025 no time for survey but answered the question why they didnt renew","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T12:37:00-04:00","onesentencenotrenewed":"The main reason we didn`t renew the membership is that we were not using it","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"LB2502401","temp_intcode_for_auto_old_int_code":"21","organization_id":"264861","pds_august":"3","pds_september":"3","last_act_type":"2024-02-14","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"bookkeeper@titqet.org","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29903","email":"cjbowks@gmail.com","first_name":"Courtney","last_name":"Bowker","phone":"4168197011","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0162","full_name":"Courtney Bowker","members_type":"AST","city_1":"Mulmur","province":"ON","language":"English","phone_2":"4168197011","lead_status":"Renewed APX","new_member_date_2":"2024-03-21","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T14:07:00-04:00","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":"No","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","sendpreexpirationemail":"2025-03-24T10:38:00-04:00","individual_id":"248646","canceldate":"2022-04-04","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","old_int_code":"31","last_engaged_date":"2025-12-01","paid_thru":"2027-02-28","sendjulyemail":"2025-08-14T10:18:00-04:00","sendmayemail":"2025-08-14T10:18:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","full_name_2":" ","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0162","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2022-11-01","last_act_type":"2026-06-03","telemarketing_call_date":"2026-05-06","pcl_status":"P","pcl_completion_date":"2026-01-06","number_of_passed_courses":"1","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:40-05:00","npi_email_temp":"cjbowks@gmail.com","date_of_renewal_identification":"2026-03-11","pcl_completion_date_5":"2031-01-06","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"28877","email":"mnadinefredy@yahoo.com","first_name":"Mondjoue","last_name":"Fredy","phone":"4507780880","orgname":"Centre de Services Partag\u00e9s Desjardins","customer_acct_name":"Centre de Services Partag\u00e9s Desjardins","tags":"250205 AST Members, npiPartnerAccount, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"PART0003","full_name":"Mondjoue Nadine Fredy","members_type":"AST","city_1":"Beloeil","province":"QC","language":"French","phone_2":"5142475516","lead_status":"Partner","new_member_date_2":"2019-03-05","pipeline_2_members_only_ast":"","individual_id":"273725","cpa_certification":"SCP","no_email_solicitation":"False","area_code":"450","time_zone":"2","intcode":"00","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN_CPE","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"PART0003","temp_intcode_for_auto_old_int_code":"0","last_infoline_date_type":"2024-03-14","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2019-06-25","pf1_status":"P","pf1_completion_date":"2019-12-16","pf2_status":"P","pf2_completion_date":"2020-06-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-01-26","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mnadinefredy@yahoo.com","old_do_id":"AST1021","pcl_completion_date_5":"2024-06-25","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02"}},"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, TMAI","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":"03","blocnote":"may 23 2-25 vm  Sept 5 2025 vm\n2026 May 08 reached voicemail at extension 226, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no conversation\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached automated system, extension 226 unavailable, agent to call back later\n2026 May 19 call reached voicemail, no human interaction\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached automated system, extension 226 unavailable, call ended by agent\n2026 May 25 call reached automated system, extension 226 unavailable, call ended by agent.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:25:43-04:00","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":"03","phone_2":"9056649675","last_infoline_date_type":"2023-08-05","last_act_type":"2023-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mgillott@comtekadvanced.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-25T11:25:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"12","npi_transcriptsummary":"The call reached an automated system at Comtech Advanced Structures, and the agent attempted to reach extension 226 but found the person unavailable. The agent decided to end the call and try again later.","aitm_callsummarytitle":"Call reached automated system, no human answer","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact unavailable at extension 226, will try to call back another time.","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_dd6f8f4202cff910da73baa7c07","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_dd6f8f4202cff910da73baa7c07","mini_nps":"3","old_int_code":"06","number_of_calls_reached":"3"}},"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","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","latest_paid_thru":"2023-12-31"}},"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":"2021-01-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"flaviadupin@gmail.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"9497","email":"ashleym@stonewall.ca","first_name":"Ashley","last_name":"Monforton","phone":"2044677979","orgname":"Town of Stonewall","customer_acct_name":"Town of Stonewall","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01640","province":"MB","full_name":"Ashley Monforton","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-01-25","domain_1":"stonewall.ca","lapsed_expiration_date":"2022-10-04","individual_id":"304199","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500577","time_zone":"3","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":"2025-12-11T14:50:00-05:00","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25O01640","temp_intcode_for_auto_old_int_code":"6","organization_id":"259998","last_act_type":"2022-09-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ashleym@stonewall.ca","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31","company_paid_thru":"2022-07-31","corp_cancel_date":"2022-10-04","company_status":"I"}},"seriesid":"163"}
{"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, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25P03175","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":"LB2501210","time_zone":"2","members_type":"PRO","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":"SUSPENDED","canceldate":"2025-02-04","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P03175","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","new_member_date_2":"2018-01-24","paid_thru":"2026-07-31","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":"2019-02-20","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","pcl_completion_date_5":"2023-04-22","latest_paid_thru":"2026-07-31","formatted_paid_thru":"31\/07\/2026"}},"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":"2017-11-05","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","latest_paid_thru":"2021-04-30"}},"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":"15","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\n2026 May 08 call reached Christina, introduced membership lapse, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:03-04:00","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":"15","last_infoline_date_type":"2024-10-28","last_act_type":"2024-03-12","old_int_code":"99","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","latest_paid_thru":"2025-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:03-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Christina and introduced themselves, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. The call was brief and ended shortly after the introduction without completing the survey or renewal discussion.","aitm_callsummarytitle":"Brief call with lapsed member Christina","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5ef272eec332fc5a2bcd8fae605","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5ef272eec332fc5a2bcd8fae605","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10262","email":"loreta_leal@mckinsey.com","first_name":"Loreta","last_name":"Leal","phone":"2124467000","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02384","province":"ON","full_name":"Loreta Leal","language":"English","origin":"2023 lapsed Members","domain_1":"mckinsey.com","lapsed_expiration_date":"2022-03-02","individual_id":"195248","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500733","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","new_member_date_2":"2012-02-10","no_email_solicitation":"FALSE","intcode":"0","blocnote":"22 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM\n2026 May 08 call redirected to gatekeeper, no contact with Loreta\n2026 May 11 call reached company number not available, directed to call mobile or email","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:46-04:00","pipeline_2_members_only_ast":"","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25A02384","temp_intcode_for_auto_old_int_code":"08","phone_2":"2124151387","last_infoline_date_type":"2021-08-27","last_act_type":"2022-09-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"loreta_leal@mckinsey.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was made to a company number which was not available, and the user was directed to contact the colleague via mobile phone or email. The call ended quickly without reaching a human or completing any survey or renewal process.","aitm_callsummarytitle":"Call reached unavailable company number","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6c6c9db57cf599f9085e66cf823","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6c6c9db57cf599f9085e66cf823","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"8795","email":"raguifelestin@hotmail.com","first_name":"Ragui","last_name":"Felestin","phone":"9055985400","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07520","full_name":"Ragui Felestin","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"281648","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503364","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":"2019-10-09","temp_do_id_for_auto_old_do_id":"L25C07520","phone_2":"9055985400","last_act_type":"2020-10-08","pcl_status":"P","pcl_completion_date":"2019-12-16","pf1_status":"P","pf1_completion_date":"2020-05-17","pf2_status":"P","pf2_completion_date":"2020-07-19","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"raguifelestin@hotmail.com","pcl_completion_date_5":"2024-12-16","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"8784","email":"susan.jensen21@gmail.com","first_name":"Susan","last_name":"Jensen","phone":"4033572919","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, 250515 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500055","province":"AB","full_name":"Susan Jensen","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"246241","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00203","time_zone":"4","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-10-04","new_member_date_2":"2016-09-01","no_email_solicitation":"FALSE","intcode":"16","blocnote":"May 13 2025  not in service.","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T13:36:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"LB2500055","temp_intcode_for_auto_old_int_code":"16","phone_2":"4034438886","last_infoline_date_type":"2020-03-19","last_act_type":"2021-06-16","pcl_status":"P","pcl_completion_date":"2017-01-08","pf1_status":"P","pf1_completion_date":"2017-05-21","pf2_status":"P","pf2_completion_date":"2021-02-16","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"susan.jensen21@gmail.com","pcl_completion_date_5":"2022-01-08","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"contact":{"id":"10188","email":"depcinski@urbancapital.ca","first_name":"Staza","last_name":"Depcinski","phone":"4166669703","orgname":"Urban Capital Property Group","customer_acct_name":"Urban Capital Property 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":"L25C06813","province":"ON","full_name":"Staza Depcinski","language":"English","origin":"2023 lapsed Members","domain_1":"urbancapital.ca","lapsed_expiration_date":"2023-03-02","individual_id":"308665","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500659","time_zone":"2","members_type":"CAND","phone_2":"4166669703","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-04-01T20:09:00-04:00","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:55:00-05:00","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":"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","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2022-01-12","temp_do_id_for_auto_old_do_id":"L25C06813","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-12-01","pcl_status":"P","pcl_completion_date":"2022-04-24","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"depcinski@urbancapital.ca","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"31386","email":"tboulanger@100milehouse.com","first_name":"Tammy","last_name":"Boulanger","phone":"2503952434","orgname":"District of 100 Mile House","customer_acct_name":"District of 100 Mile House","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"195221","full_name":"Tammy Boulanger","members_type":"PRO","new_member_date_2":"2012-02-10","city_1":"100 Mile House","province":"BC","language":"English","extension_phone_1":"221","phone_2":"2507069402","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","do_id":"L25P00301","area_code":"250","time_zone":"5","canceldate":"2025-03-14","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"15","blocnote":"April 16 2025 vm\r\nApril 28 2025 vm\r\nMay 7 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 18 2025 vm\n2026 May 25 call reached Tammy Boulanger, user questioned if caller was a real person, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:08-04:00","pds_july":"1","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25P00301","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","pds_september":"1","last_infoline_date_type":"2023-07-06","last_act_type":"2025-12-06","pcl_status":"P","pcl_completion_date":"2012-06-07","pf1_status":"P","pf1_completion_date":"2012-09-27","pf2_status":"P","pf2_completion_date":"2013-01-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-03-02","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"tboulanger@100milehouse.com","pcl_completion_date_5":"2017-06-07","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","thewithdrawaldate":"2025-03-14","aitm_status_called":"2026-05-25T14:07:08-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Tammy Boulanger from the District of Honeywell to discuss her lapsed Professional membership with the National Payroll Institute. Tammy confirmed her identity but expressed skepticism about whether the caller was a real person. The call ended shortly after without further discussion.","aitm_callsummarytitle":"Call reached Tammy Boulanger 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","session_id":"call_678b53ef91f99bf71f6ae8d3040","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_678b53ef91f99bf71f6ae8d3040","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"31280","email":"jerrylsaunders1959@gmail.com","first_name":"Suzanne","last_name":"Saunders","phone":"6476887799","orgname":"","customer_acct_name":"","tags":"npiAlert13, TMAI","ip4":"10.13.141.86","fields":{"full_name":"Suzanne Saunders","city_1":"Trenton","province":"ON","phone_2":"9056867799","do_id":"L25P02393","pipeline_2_members_only_ast":"","new_member_date_2":"2011-07-21","area_code":"905","time_zone":"2","language":"English","intcode":"01","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"174975","blocnote":"June 11 2025 completed ( she is not doing payroll anymore and she doesnt need any of these information)\n2026 May 15 contact declined renewal due to health reasons, requested Associate membership details sent to jerrylsaunders1959@gmail.com","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T14:47:27-04:00","age_range":"61+","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_do_id":"L25A02022","date_of_renewal_identification":"","old_int_code":"32","members_type":"PRO","lead_status":"Lapsed Member","canceldate":"2025-09-03","paid_thru":"2025-06-30","temp_do_id_for_auto_old_do_id":"L25P02393","temp_intcode_for_auto_old_int_code":"01","cert_status":"WITHDRAWN","cpa_certification":"PCP","last_act_type":"2025-02-12","pcl_status":"P","pcl_completion_date":"2010-10-27","pf1_status":"P","pf1_completion_date":"2010-11-23","pf2_status":"P","pf2_completion_date":"2010-12-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-02-25","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"jerrylsaunders1959@gmail.com","pcl_completion_date_5":"2015-10-27","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","thewithdrawaldate":"2025-09-03","aitm_status_called":"2026-05-15T14:47:27-04:00","number_of_call_attempts":"0","sendapplicationform":"2026-05-15T14:52:00-04:00","thewithdrawaldate_3_years":"2028-09-03","npi_transcriptsummary":"The agent spoke with Suzanne regarding her lapsed Professional membership with the National Payroll Institute. Suzanne shared her health challenges as the reason for not renewing, and the agent offered information about the Associate membership option, which Suzanne agreed to receive via email. The agent confirmed her email and sent the application form.","aitm_callsummarytitle":"Membership Renewal Declined Due to Health, Associate Info Sent","notrenewedwanttorenew":"No","mini_nps":"5","onesentencenotrenewed":"Because of my health.","initialvalue":"Career","prootherreasonsnottorenew":"Because of my health.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bfa2afed7c9e549db530f336844","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bfa2afed7c9e549db530f336844","last_engaged_date":"2026-05-16","number_of_calls_reached":"1"}},"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":"2024-01-08","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","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"28850","email":"mitsy-g@hotmail.com","first_name":"Michelle","last_name":"Gervais","phone":"7805520601","orgname":"Municipal District of Greenview","customer_acct_name":"Municipal District of Greenview","tags":"250205 AST Members, npiAlert12, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0518","full_name":"Michelle Gervais","members_type":"AST","city_1":"Grande Prairie","province":"AB","language":"English","phone_2":"7805526210","lead_status":"Renewed APX","new_member_date_2":"2022-02-25","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"71573","cpa_certification":"CPM","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:07:00-04:00","intcode":"06","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"WITHDRAWN","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0518","temp_intcode_for_auto_old_int_code":"6","last_conf_date_type":"2026-06-02","last_act_type":"2025-03-11","sendpreexpirationemail":"2025-11-27T11:20:00-05:00","mini_nps":"4","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"Yes","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","date_of_renewal_identification":"2025-11-05","telemarketing_call_date":"2026-05-01","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:08-05:00","npi_email_temp":"mitsy-g@hotmail.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"9551","email":"d.ratnu96@gmail.com","first_name":"Dhara","last_name":"Ratnu","phone":"2265815885","orgname":"","customer_acct_name":"","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A00127","province":"AB","full_name":"Dhara Ratnu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"312101","area_code":"226","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00461","time_zone":"2","members_type":"AST","new_member_date_2":"2022-04-19","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","no_email_solicitation":"FALSE","intcode":"15","blocnote":"May 20 2025 call back busy\r\nMay 20 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 2 2025 call back, called back  m\n2026 May 08 call reached uninitialized voicemail, no contact made\n2026 May 08 call started, agent reached Dhara, call ended early without completion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:09-04:00","pipeline_2_members_only_ast":"","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00127","temp_intcode_for_auto_old_int_code":"15","phone_2":"2265815885","old_int_code":"06","last_act_type":"2022-05-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"d.ratnu96@gmail.com","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Dhara and introduced herself, beginning to mention the National Payroll Institute and the Associate membership, but the call ended abruptly after 19 seconds without further discussion or completion.","aitm_callsummarytitle":"Call reached Dhara but ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ccdadef355c4b0e22a6ff66020f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ccdadef355c4b0e22a6ff66020f","mini_nps":"3","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"9685","email":"turcottelaura@gmail.com","first_name":"Laura","last_name":"Turcotte","phone":"6137354014","orgname":"Kelly + Kelly Lawyers Professional Corp.","customer_acct_name":"Kelly + Kelly Lawyers Professional 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":"L25C07637","province":"ON","full_name":"Laura Turcotte","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"295855","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500713","time_zone":"2","members_type":"CAND","phone_2":"6137173199","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"Mar 13 2025 not there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-03-13T09:35:00-04:00","canceldate":"2023-02-02","paid_thru":"2022-11-30","new_member_date_2":"2020-12-14","temp_do_id_for_auto_old_do_id":"L25C07637","old_int_code":"12","temp_intcode_for_auto_old_int_code":"16","extension_phone_1":"201","last_act_type":"2022-03-01","pcl_status":"P","pcl_completion_date":"2021-04-07","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"turcottelaura@gmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"9500","email":"bassisukhpreet95@yahoo.com","first_name":"Sukhpreet","last_name":"Singh","phone":"6047216030","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":"L25C06448","full_name":"Sukhpreet Singh","language":"English","origin":"Lapsed Spring 2024","individual_id":"308957","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503644","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6047216030","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T13:48:00-05:00","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":"Yes","careerchangespecify":"Not working in payroll - looking for a job","hardtoparticipateevents":"No","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":"2024-03-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2023-12-31","new_member_date_2":"2022-01-13","temp_do_id_for_auto_old_do_id":"L25C06448","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-01-11","pcl_status":"P","pcl_completion_date":"2022-03-06","pf1_status":"P","pf1_completion_date":"2023-03-12","pf2_status":"P","pf2_completion_date":"2023-08-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-01","number_of_passed_courses":"4","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"True","npi_email_temp":"bassisukhpreet95@yahoo.com","pcl_completion_date_5":"2027-03-06","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"28837","email":"helia.aiello@stjoseph.com","first_name":"Helia","last_name":"Aiello","phone":"4162484868","orgname":"St. Joseph Communications","customer_acct_name":"St. Joseph Communications","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Breaking News, 250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0016","full_name":"Helia Aiello","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4166331142","lead_status":"Renewed APX","new_member_date_2":"2011-04-21","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","sendpreexpirationemail":"2025-03-19T14:32:00-04:00","last_engaged_date":"2026-04-21","last_login_date":"2025-05-29T11:52:30-04:00","late_breaking_payroll_news_march":"5","individual_id":"77287","no_email_solicitation":"False","area_code":"416","time_zone":"2","member_april":"1","intcode":"32","blocnote":"May 1 2026 completed without email ( she said she already got the email and the links to the resources)","resources_tools_may":"9","member_may":"1","payroll_guidelines_may":"6","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T09:50:00-04:00","job_july":"1","paid_thru":"2027-03-31","old_int_code":"31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"2327","sendjulyemail":"2025-09-11T18:44:00-04:00","sendmayemail":"2025-09-11T18:44:00-04:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last month","temp_do_id_for_auto_old_do_id":"AST0016","temp_intcode_for_auto_old_int_code":"32","last_infoline_date_type":"2026-07-05","last_act_type":"2026-07-05","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:47-05:00","npi_email_temp":"helia.aiello@stjoseph.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-03-11","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","value_designation":"No"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"2026-05-22T10:10:00-04:00","blocnote":"Apr 30 2026 vm  May 22 2026 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":"2026-05-22","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","latest_paid_thru":"2026-10-31"}},"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":"2021-06-05","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","latest_paid_thru":"2025-03-31"}},"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":"CORP","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":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2507345","cert_status":"ACTIVE","cpa_certification":"PCP","old_do_id":"L25C00311","last_act_type":"2026-05-25","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","npi_email_temp":"stipejurkovic1@gmail.com","organization_id":"8501","pcl_completion_date_5":"2029-04-24","formatted_paid_thru":"31\/08\/2026","company_paid_thru":"2026-08-31","latest_paid_thru":"2026-08-31","canceldate":"2026-05-25","company_status":"A"}},"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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2025-10-31"}},"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","latest_paid_thru":"2025-03-31"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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":"2024-02-03","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","latest_paid_thru":"2025-07-31"}},"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":"2025-06-03","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","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"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, TMAI","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":"15","blocnote":"Aug 13 2025 vm\n2026 May 08 no answer, call ended due to inactivity\n2026 May 08 call ended with no answer, no contact reached\n2026 May 11 call initiated but no response from contact\n2026 May 13 call initiated, identity confirmation attempted, no further conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T11:06:40-04:00","temp_do_id_for_auto_old_do_id":"L25A02411","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2021-09-30","called_by":"Tri","aitm_status_called":"2026-05-13T11:06:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent called and attempted to confirm the identity of the contact by asking if they were speaking with Agnieszka. The call ended shortly after without further conversation or task completion.","aitm_callsummarytitle":"Identity Confirmation Attempted, No Further Conversation","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No response from contact, call ended due to inactivity.","initialvalue":"Other","othermemberbenefit":"No information available","old_int_code":"03","astotherreasonsnottorenew":"No contact made to determine reason.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f610a8781b2f65f2fa09eaccf23","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f610a8781b2f65f2fa09eaccf23","number_of_calls_reached":"3"}},"seriesid":"163"}
{"contact":{"id":"31374","email":"chrissy.bergie05@hotmail.com","first_name":"Christina","last_name":"Bergie","phone":"9057143872","orgname":"INNIO Waukesha Canada Corp.","customer_acct_name":"INNIO Waukesha Canada Corp.","tags":"WR250312, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342632","full_name":"Christina Bergie","members_type":"CAND","city_1":"St. Catharines","province":"ON","phone_2":"2896901727","found":"DO11 Email","new_member_date_2":"2024-09-24","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"905","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-08-31","last_infoline_date_type":"2026-01-14","last_act_type":"2026-01-14","pcl_status":"P","pcl_completion_date":"2025-03-17","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","temp_do_id_for_auto_old_do_id":"LB2504755","npi_email_temp":"chrissy.bergie05@hotmail.com","pcl_completion_date_5":"2030-03-17","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"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":"2024-10-09","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","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"28865","email":"berthalam2013@gmail.com","first_name":"Bertha","last_name":"Lam","phone":"6472513893","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, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A03050","full_name":"Bertha Lo Yu Lam","members_type":"AST","city_1":"Markham","province":"ON","language":"English","phone_2":"6472513800","lead_status":"Lapsed Member","new_member_date_2":"2019-03-06","pipeline_2_members_only_ast":"","individual_id":"273823","no_email_solicitation":"False","time_zone":"2","intcode":"0","blocnote":"may 15 2025 number not found\n2026-05-08 invalid phone destination, phone: +16472513893","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:56-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25A03050","temp_intcode_for_auto_old_int_code":"08","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","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","old_do_id":"AST0777","called_by":"Tri","aitm_status_called":"2026-05-08T12:52:39-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_efe952038b6005e1ce5b54941fb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_efe952038b6005e1ce5b54941fb"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"311020","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"May 5 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T11:39:00-04:00","intcode":"06","old_int_code":"99","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":"06","last_conf_date_type":"2023-07-12","last_act_type":"2026-02-28","telemarketing_call_date":"2026-05-05","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","latest_paid_thru":"2027-02-28"}},"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, TMAI","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":"06","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\n2026 May 25 reached voicemail for Wendy Tetr\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:07-04:00","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":"06","pds_august":"2","pds_september":"2","last_infoline_date_type":"2021-11-25","last_act_type":"2024-01-07","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","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-25T14:22:07-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered and went to voicemail immediately.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_71cb88a560c28f4bf659aa54a62","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_71cb88a560c28f4bf659aa54a62","number_of_total_call_attempts":"2"}},"seriesid":"163"}
{"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":"2020-08-06","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","latest_paid_thru":"2021-04-30"}},"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":{"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":"2024-11-09","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","latest_paid_thru":"2025-09-30"}},"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":{"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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"31362","email":"jessica.umana@diabetes.ca","first_name":"Jessica","last_name":"Umana","phone":"4163630177","orgname":"Canadian Diabetes Association","customer_acct_name":"Canadian Diabetes Association","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"269865","full_name":"Jessica Umana, PCP","members_type":"CORP","lead_status":"Not Relevant","city_1":"Mississauga","province":"ON","language":"English","phone_2":"4168739891","pipeline_1_lapsed_members":"","new_member_date_2":"2020-08-28","area_code":"416","time_zone":"2","canceldate":"2025-03-11","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","blocnote":"May 9 2025 Survey completed  She is now a member with her company.\r\n\r\nApril 16 2025 call back\r\nApril 30 2025 vm\r\nMay 7 2025 call back in a couple of days.","dhmsfin_telemarketing_last_contacted_date":"2025-05-09T14:13:00-04:00","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":"No","mini_nps":"5","age_range":"18 to 30 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","organization_id":"25890","pipeline_2_members_only_ast":"","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2505626","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2505626","old_int_code":"2","last_conf_date_type":"2024-08-21","last_act_type":"2026-05-25","company_paid_thru":"2027-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2019-08-19","pf1_status":"P","pf1_completion_date":"2021-05-17","pf2_status":"P","pf2_completion_date":"2022-10-30","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","npi_email_temp":"jessica.umana@diabetes.ca","pcl_completion_date_5":"2024-08-19","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","last_infoline_date_type":"2026-05-25","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"28805","email":"natacha_c@hotmail.ca","first_name":"Natacha","last_name":"Claveau","phone":"5143587510","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":"AST0267","full_name":"Natacha Claveau","members_type":"AST","city_1":"Saint-Amable","province":"QC","language":"French","phone_2":"5143587510","lead_status":"Renewed APX","new_member_date_2":"2019-04-16","pipeline_2_members_only_ast":"Ongoing member to be called","last_engaged_date":"2025-10-15","individual_id":"275155","no_email_solicitation":"False","pds_march":"2","time_zone":"2","intcode":"0","blocnote":"AI. completer le 15 oct 2025","sendpreexpirationemail":"2025-05-20T09:47:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T09:37:00-04:00","value_help_with_complex":"No","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":"AST0267","temp_intcode_for_auto_old_int_code":"31","pds_september":"2","last_infoline_date_type":"2026-01-27","last_act_type":"2026-04-26","telemarketing_call_date":"2025-10-15","sendcandapplicationform":"2025-11-25T16:24:00-05:00","regular_email_change_date":"2025-10-15T09:34:27-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-15T09:37:00-04:00","value_designation":"Yes","mini_nps":"5","testimonial":"pas le temps","testimonialagree":"No","testimonialrefusal":"","pcl_status":"P","pcl_completion_date":"2019-08-14","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"F","pf2_completion_date":"2023-07-14","number_of_passed_courses":"2","pds_october":"2","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:07-05:00","pds_november":"2","npi_email_temp":"natacha_c@hotmail.ca","apx_entered_date":"2026-02-14","pcl_completion_date_5":"2024-08-14","formatted_paid_thru":"31\/03\/2027","date_of_renewal_identification":"2026-04-29","latest_paid_thru":"2027-03-31"}},"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, TMAI","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\n2026 May 25 call reached voicemail at Wild Kratts, no contact with Silvana.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:06-04:00","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":"2023-05-04","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","latest_paid_thru":"2022-10-31","thewithdrawaldate":"2023-01-05","aitm_status_called":"2026-05-25T12:07:06-04:00","number_of_call_attempts":"1","npi_transcriptsummary":"The call reached a voicemail at Wild Kratts, and the agent was unable to speak with the intended contact, Silvana. A message was left as the contact was unavailable.","aitm_callsummarytitle":"Voicemail Reached - No Contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was unavailable and voicemail was reached.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact was not reached to discuss renewal.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_22e2f5e5be4678320b9d8b19ac4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_22e2f5e5be4678320b9d8b19ac4","number_of_total_call_attempts":"1"}},"seriesid":"163"}
{"contact":{"id":"10313","email":"kerrs_bookkeeping@yahoo.com","first_name":"Norma","last_name":"Kerr","phone":"8196829948","orgname":"Kerr's Bookkeeping Solutions","customer_acct_name":"Kerr's Bookkeeping 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":"LB2502704","full_name":"Norma Kerr","language":"English","origin":"Lapsed Spring 2024","individual_id":"26220","area_code":"819","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001549","time_zone":"2","province":"QC","members_type":"PRO","phone_2":"8196825250","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 14 2025 vm English\r\nMar 25 2025 call back\r\nMar 25 2025 survey completed\r\nShe said she sent an email to advise that she will be retiring soon to the CPA Nat.l Payroll","dhmsfin_telemarketing_last_contacted_date":"2025-03-25T15:53:00-04:00","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":"I sat on the Board of CPA in Ottawa that is why I joined.","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am downsizing my company.","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"Yes because I was part of the Ontario CPA and I held a position.","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Strong","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":"18","paid_thru":"2023-08-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","new_member_date_2":"2001-09-01","temp_do_id_for_auto_old_do_id":"LB2502704","temp_intcode_for_auto_old_int_code":"21","pds_august":"18","pds_september":"18","last_conf_date_type":"2020-06-17","last_act_type":"2024-02-13","number_of_passed_courses":"0","pds_october":"18","trc":"False","wera":"False","pds_november":"18","npi_email_temp":"kerrs_bookkeeping@yahoo.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"14894","email":"tracy.ho@fpscorp.ca","first_name":"Tracy","last_name":"Ho","phone":"6042324145","orgname":"FPS Foods Process Solutions","customer_acct_name":"FPS Foods Process Solutions","tags":"241016 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Tracy Ho","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2019-03-13","domain_1":"fpscorp.ca","attended_webinar":"Yes","do_id":"L25O02113","individual_id":"235665","members_type":"CORP","time_zone":"5","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501956","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"may 26 2025 only reachable  by email","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T12:24:00-04:00","paid_thru":"2020-02-29","temp_do_id_for_auto_old_do_id":"L25O02113","temp_intcode_for_auto_old_int_code":"16","organization_id":"274072","pds_august":"1","pds_september":"1","last_act_type":"2018-08-27","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"tracy.ho@fpscorp.ca","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30951","email":"fatimanewlove@gmail.com","first_name":"Fatima","last_name":"Newlove","phone":"9055984130","orgname":"Bookeeping Services","customer_acct_name":"Bookeeping Services","tags":"npiAlert12, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333088","full_name":"Fatima Newlove","members_type":"CAND","do_id":"L25C00354","city_1":"Brampton","province":"ON","language":"English","phone_2":"9055984130","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-10","area_code":"905","time_zone":"2","sendapplicationform":"2025-04-16T15:32:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T11:16:00-05:00","blocnote":"16 April 2025 Survey completed\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 \/ 27 November 2025 VM\r\nLN \/ 04 December 2025 VM","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","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"didn't have time for that","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","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00354","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-01-15","last_act_type":"2025-01-15","old_int_code":"2","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"fatimanewlove@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"31351","email":"melobo@hotmail.com","first_name":"M\u00e9lanie","last_name":"Bouchard","phone":"5143803600","orgname":"Qu\u00e9becor M\u00e9dia Inc.","customer_acct_name":"Qu\u00e9becor M\u00e9dia Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"336886","full_name":"M\u00e9lanie Bouchard","members_type":"CORP","lead_status":"Lapsed DEL","coidnewmbrdate":"2010-03-29","city_1":"Saint-J?r?me","province":"QC","language":"French","phone_2":"4189606999","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-04-22","area_code":"514","time_zone":"2","canceldate":"2025-03-07","organization_id":"167431","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O05619","old_do_id":"LB2506402","last_act_type":"2025-10-24","company_paid_thru":"2026-02-28","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2024-08-05","pf1_status":"P","pf1_completion_date":"2024-12-24","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","pf2_completion_date":"2025-12-13","cert_status":"PENDING","do_id":"L25O05619","npi_email_temp":"melobo@hotmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","ln_entered_date":"2026-05-26","cpa_certification":"SCP","company_status":"A"}},"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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"8822","email":"ramallari06@yahoo.com","first_name":"Ramil","last_name":"Mallari","phone":"3062947188","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06869","province":"AB","full_name":"Ramil Mallari","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"306966","area_code":"306","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501762","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":"2021-11-04","temp_do_id_for_auto_old_do_id":"L25C06869","phone_2":"3062947188","last_act_type":"2021-03-11","pcl_status":"P","pcl_completion_date":"2022-01-30","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 6 025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:12:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"ramallari06@yahoo.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"9596","email":"latasha_ewasienko@msn.com","first_name":"Latasha","last_name":"Ewasienko","phone":"3035366873","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":"L25C07638","full_name":"Latasha Ewasienko","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"307605","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503263","members_type":"CAND","province":"SK","area_code":"303","time_zone":"4","phone_2":"3035366873","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","intcode":"07","blocnote":"LNC Nov 6 2025 line busy\r\nLNC Dec 10 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T12:52:00-05:00","paid_thru":"2022-10-31","new_member_date_2":"2021-11-24","temp_do_id_for_auto_old_do_id":"L25C07638","temp_intcode_for_auto_old_int_code":"7","last_act_type":"2021-11-24","pcl_status":"P","pcl_completion_date":"2022-03-13","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"latasha_ewasienko@msn.com","pcl_completion_date_5":"2027-03-13","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
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{"contact":{"id":"28825","email":"eloiseclermont1974@gmail.com","first_name":"Eloise","last_name":"Clermont","phone":"4504781069","orgname":"Beton Chevalier-Stoneham","customer_acct_name":"Beton Chevalier-Stoneham","tags":"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":"L25A02016","full_name":"Eloise Clermont","city_1":"Sainte-Sophie","province":"QC","language":"French","phone_2":"4508226652","new_member_date_2":"2024-07-09","pipeline_2_members_only_ast":"","last_engaged_date":"2025-03-27","individual_id":"325903","no_email_solicitation":"False","area_code":"450","time_zone":"2","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-06-30","date_of_renewal_identification":"","canceldate":"2025-09-03","extension_phone_1":"710","old_do_id":"AST0270","members_type":"AST","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A02016","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2024-06-17","last_act_type":"2024-08-15","number_of_passed_courses":"0","blocnote":"tln.5 nov 2025 bv\n2026 May 08 call ended due to inactivity, no contact reached","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:04-04:00","trc":"False","wera":"False","npi_email_temp":"eloiseclermont1974@gmail.com","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:04-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was initiated but no conversation took place as the call ended due to inactivity shortly after dialing. No contact was reached or engaged during the call.","aitm_callsummarytitle":"Call ended due to inactivity, no contact reached","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fa57ae5e3f8e2fa7cdaca46a62b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fa57ae5e3f8e2fa7cdaca46a62b","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29413","email":"christine.dinc@gmail.com","first_name":"Christine","last_name":"Dinc","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0376","full_name":"Christine Dinc","members_type":"AST","city_1":"Laval","province":"QC","language":"English","phone_2":"5145731632","lead_status":"Renewed APX","new_member_date_2":"2018-08-13","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"265875","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T09:57:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-08-08","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0376","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-07-30","telemarketing_call_date":"2026-05-04","pcl_status":"P","pcl_completion_date":"2018-12-24","pf1_status":"P","pf1_completion_date":"2019-06-16","pf2_status":"P","pf2_completion_date":"2020-01-12","number_of_passed_courses":"3","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:38-05:00","last_engaged_date":"2025-12-01","npi_email_temp":"christine.dinc@gmail.com","pcl_completion_date_5":"2023-12-24","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"9653","email":"tsantos3@yahoo.com","first_name":"Jocelyn","last_name":"Parreno","phone":"4034703274","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":"L25C06957","province":"AB","full_name":"Jocelyn Parreno","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304720","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500042","time_zone":"4","members_type":"CAND","phone_2":"4034703274","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"LNC \/ 19 November 2025 Unavailable","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T17:53:00-05:00","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-07","temp_do_id_for_auto_old_do_id":"L25C06957","old_int_code":"08","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2021-03-09","pcl_status":"F","pcl_completion_date":"2021-11-28","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"tsantos3@yahoo.com","pcl_completion_date_5":"2026-11-28","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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":"260522 Lapsed DEL","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":"2026-05-28","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":"2026-09-03","last_conf_date_type":"2026-06-02","last_act_type":"2026-04-05","company_paid_thru":"2026-12-31","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","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"29358","email":"barot.bhumi28@gmail.com","first_name":"Bhumi","last_name":"Barot","phone":"5194550551","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"250205 AST Members, inPipeline2, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Bhumi Barot, PCP","members_type":"CORP","city_1":"Thorold","province":"ON","language":"English","phone_2":"5198723755","new_member_date_2":"2025-01-23","pipeline_2_members_only_ast":"","area_code":"519","time_zone":"2","individual_id":"297699","intcode":"99","blocnote":"may 21 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T10:45:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","nonactive_reason":"AST->CAND\/PRO","old_do_id":"LB2504465","lead_status":"Renewed Lapsed","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"L25P02827","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2026-04-17","date_of_renewal_identification":"2026-05-28","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":"2025-01-23","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25P02827","npi_email_temp":"barot.bhumi28@gmail.com","ln_entered_date":"2026-02-02","canceldate":"2026-03-03","pcl_completion_date_5":"2026-03-15","organization_id":"13233","old_int_code":"6","formatted_paid_thru":"31\/08\/2026","company_paid_thru":"2026-08-31","latest_paid_thru":"2026-08-31","company_status":"A"}},"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","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"29333","email":"chamlet237@hotmail.com","first_name":"Caroline","last_name":"Hamlet","phone":"4168904598","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02710","full_name":"Caroline Hamlet","members_type":"AST","city_1":"Scarborough","province":"ON","language":"English","phone_2":"4168904598","lead_status":"Lapsed Member","new_member_date_2":"2024-10-24","pipeline_2_members_only_ast":"","individual_id":"343761","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"NOv 14 2025 vm  Nov 18 2025 vm\r\nNov 25 2025 vm\n2026 Feb 27 voicemail reached, no contact with Caroline Hamlet\n2026 Feb 27 reached voicemail, no contact with Caroline Hamlet\n2026 Mar 06 call reached voicemail, no contact with Caroline Hamlet\n2026 Mar 09 reached voicemail, no contact with Caroline Hamlet\n2026 Mar 11 reached voicemail, no message left\n2026 Mar 11 reached voicemail, Caroline Hamlet not available","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:43-04:00","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":"L25A02710","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-12-18","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":"AST0579","npi_email_temp":"chamlet237@hotmail.com","aitm_status_called":"2026-03-11T15:16:47-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The agent called to speak with Caroline Hamlet on behalf of the National Payroll Institute but reached voicemail and was informed that Caroline was not available. No further conversation or actions were completed during the call.","aitm_callsummarytitle":"Voicemail reached, contact unavailable","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":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"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, TMAI","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":"0","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 14 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached automated menu, no human contact.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T09:36:41-04:00","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":"08","last_act_type":"2019-11-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hgray@ehlaw.ca","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-11T09:36:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call reached an automated phone menu system for Amon Harndon LLP, where the agent attempted to enter an extension but was informed it was invalid. The call ended without reaching a human or completing any membership-related tasks.","aitm_callsummarytitle":"Call reached automated menu, no human contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2f9b3139e9d4142da8b46c890f6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2f9b3139e9d4142da8b46c890f6","onesentencenotrenewed":"Call did not reach a human and no renewal discussion occurred.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"08","astotherreasonsnottorenew":"Call reached automated system, no human contact.","age_range":"Preferred not to say","number_of_calls_reached":"1","phone_2":"8885637660"}},"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":"15","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\n2026 May 08 call attempted but no clear communication; call ended due to inactivity.","sendmayemail":"2025-08-15T10:41:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","full_name_2":" ","pds_august":"24","temp_do_id_for_auto_old_do_id":"L25A02743","temp_intcode_for_auto_old_int_code":"15","pds_september":"24","last_infoline_date_type":"2023-04-27","last_conf_date_type":"2008-06-10","last_act_type":"2026-02-01","telemarketing_call_date":"2025-08-15","old_int_code":"20","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","latest_paid_thru":"2025-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:53-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Suzanne but was unable to have a clear conversation as the user's speech was inaudible. The call ended due to inactivity without completing the intended interaction.","aitm_callsummarytitle":"Unsuccessful call due to inaudible speech","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear communication from contact; call ended due to inactivity.","initialvalue":"Other","othermemberbenefit":"No information provided.","astotherreasonsnottorenew":"No clear reason given due to inaudible speech.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_dfd274b856636e3fc5959097fbb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_dfd274b856636e3fc5959097fbb","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"282133","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"May 8 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T11:05:00-04:00","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":"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":"2026-05-08","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","latest_paid_thru":"2026-10-31"}},"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","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"13767","email":"alago@plastic-age.com","first_name":"Adriana","last_name":"Lago","phone":"5142519550","orgname":"Les Produits de Plastique Age Inc.","customer_acct_name":"Les Produits de Plastique Age Inc.","tags":"241011 QC Auto Replies, NPIdealed, Members from extract, moveToDeleted, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"province":"QC","full_name":"Adriana Lago, PCP","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2003-09-08","domain_1":"plastic-age.com","attended_webinar":"No","lapsed_expiration_date":"2002-11-22","individual_id":"172722","time_zone":"2","area_code":"514","region":"QC","lead_status":"Renewed Lapsed","last_engaged_date":"2024-11-20","old_do_id":"LB2501704","members_type":"CORP","phone_2":"5147575638","organization_id":"329612","onesentencenotrenewed":"PRO turned into CORP","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","canceldate":"2023-11-30","cert_status":"ACTIVE","pds_july":"6","cpa_certification":"SCP","new_member_date_2":"2021-09-29","temp_do_id_for_auto_old_do_id":"LB2504202","temp_intcode_for_auto_old_int_code":"99","pds_august":"6","pds_september":"6","last_infoline_date_type":"2026-05-05","last_act_type":"2026-05-05","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2011-12-06","pf1_status":"P","pf1_completion_date":"2012-04-26","pf2_status":"P","pf2_completion_date":"2020-08-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-12-03","number_of_passed_courses":"4","pds_october":"6","paid_thru":"2026-08-31","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"6","do_id":"LB2504202","npi_email_temp":"alago@plastic-age.com","pcl_completion_date_5":"2016-12-06","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"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, TMAI","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":"15","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\n2026 May 08 call reached voicemail at Langara Fishing Lodge\n2026 May 08 call reached uninitialized voicemail, no contact made\n2026 May 11 call reached voicemail, no message left\n2026 May 11 call reached uninitialized voicemail\n2026 May 13 call reached voicemail at Langara Fishing Lodge\n2026 May 13 call reached voicemail not initialized by customer\n2026 May 15 call connected to Judy at reception, asked for Wen, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A02183","temp_intcode_for_auto_old_int_code":"15","phone_2":"6047812568","last_act_type":"2022-01-12","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","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:12:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was made to Langara Fishing Lodge and connected to Judy at reception. The agent introduced herself and asked to speak with Wen, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call connected to reception, ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8b653a76f70921a9394ae6f7b9b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8b653a76f70921a9394ae6f7b9b","old_int_code":"6","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2020-03-31"}},"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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"29438","email":"jazzparker05@gmail.com","first_name":"Jasmine","last_name":"Parker","phone":"6049992264","orgname":"Lordco Auto Parts","customer_acct_name":"Lordco Auto Parts","tags":"250205 AST Members, inPipeline2, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Jasmine Parker","members_type":"CORP","coidnewmbrdate":"2021-11-05","city_1":"Pitt Meadows","province":"BC","language":"English","phone_2":"6049992264","lead_status":"Not Relevant","new_member_date_2":"2024-09-25","pipeline_2_members_only_ast":"","individual_id":"342777","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","blocnote":"20 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T17:50:00-04:00","pipeline_1_lapsed_members":"","organization_id":"306656","old_do_id":"LB2505555","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2505555","temp_intcode_for_auto_old_int_code":"6","canceldate":"2025-09-11","date_of_renewal_identification":"2025-10-08","last_infoline_date_type":"2024-12-30","last_act_type":"2025-11-09","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2024-12-20","pf1_status":"P","number_of_passed_courses":"2","pf1_completion_date":"2025-11-15","trc":"True","wera":"False","npi_email_temp":"jazzparker05@gmail.com","pcl_completion_date_5":"2029-12-20","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"9556","email":"jaspalktoor@gmail.com","first_name":"Jaspal","last_name":"Toor","phone":"2042928053","orgname":"Richardson International Limited","customer_acct_name":"Richardson International Limited","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"do_id":"L25P02450","full_name":"Jaspal Toor","language":"English","origin":"Lapsed Spring 2024","individual_id":"182356","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502378","time_zone":"3","province":"MB","members_type":"PRO","phone_2":"2042928053","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-02-03","cpa_certification":"PCP","cert_status":"WITHDRAWN","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 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 10 December 2025 VM\n2026 May 11 call initiated but no conversation with contact.\n2026 May 13 - Reached voicemail\/gatekeeper; Jaspal not available\n2026 May 13 - Reached Jaspal (answered as Jess); contact busy and declined to talk now\n2026 May 15 call reached voicemail\n2026 May 15 voicemail reached after greeting","paid_thru":"2023-11-30","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T12:06:43-04:00","new_member_date_2":"2021-12-21","temp_do_id_for_auto_old_do_id":"L25P02450","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-06-03","pcl_status":"P","pcl_completion_date":"2011-04-12","pf1_status":"P","pf1_completion_date":"2011-06-15","pf2_status":"P","pf2_completion_date":"2019-12-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-11-06","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jaspalktoor@gmail.com","pcl_completion_date_5":"2016-04-12","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","thewithdrawaldate":"2024-02-03","aitm_status_called":"2026-05-15T12:21:43-04:00","number_of_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Jaspal, but it went to voicemail after a brief greeting.","aitm_callsummarytitle":"Voicemail reached - no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"03","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1bc185f081dc4d7269f6f70be97","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1bc185f081dc4d7269f6f70be97","number_of_calls_reached":"2","onesentencenotrenewed":"Contact not reached; voicemail.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact not reached","age_range":"Preferred not to say"}},"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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"29341","email":"doreengloo@aol.com","first_name":"Doreen","last_name":"Loo","phone":"7782277331","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0859","full_name":"Doreen Loo","members_type":"AST","city_1":"Burnaby","province":"BC","language":"English","phone_2":"7782277331","lead_status":"Renewed APX","new_member_date_2":"2024-03-07","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"112563","canceldate":"2023-03-02","no_email_solicitation":"False","pds_march":"1","time_zone":"5","intcode":"06","blocnote":"May 5 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T12:06:00-04:00","pipeline_1_lapsed_members":"","pds_may":"1","last_engaged_date":"2025-08-02","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":"AST0859","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_infoline_date_type":"2024-06-12","last_act_type":"2026-07-03","telemarketing_call_date":"2026-05-05","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":"doreengloo@aol.com","date_of_renewal_identification":"2026-03-11","old_int_code":"99","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"9723","email":"jes-da26@hotmail.com","first_name":"Amanda","last_name":"Jeschkeit","phone":"2266229275","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":"Amanda Jeschkeit","language":"English","origin":"Lapsed Spring 2024","individual_id":"315762","area_code":"226","region":"CDN","lead_status":"Refused","old_do_id":"L25C06629","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"2266229275","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","intcode":"21","blocnote":"Nov 6 2025 completed with renewal ( she is willing to send the form soon)","paid_thru":"2026-10-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T09:46:00-05:00","new_member_date_2":"2025-11-19","temp_do_id_for_auto_old_do_id":"LB2505617","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-03-12","pcl_status":"P","pcl_completion_date":"2022-12-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-06-15","number_of_passed_courses":"2","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":"CAND reached 3 years limit for renewal","old_int_code":"24","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","do_id":"LB2505617","npi_email_temp":"jes-da26@hotmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"10243","email":"dewana.montgomery@gmail.com","first_name":"Dewana","last_name":"Montgomery","phone":"5148420603","orgname":"AIG","customer_acct_name":"AIG","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":"L25C06983","province":"TX","full_name":"Dewana Montgomery","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"287634","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501271","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T11:00:00-05:00","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","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"We now have another person who does the Canadian payroll in my company. I do the American 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":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","temp_do_id_for_auto_old_do_id":"L25C06983","temp_intcode_for_auto_old_int_code":"06","canceldate":"2022-11-02","new_member_date_2":"2021-08-26","paid_thru":"2022-08-31","phone_2":"3379628758","last_act_type":"2022-11-01","pcl_status":"F","pcl_completion_date":"2022-01-16","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"1","npi_email_temp":"dewana.montgomery@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"10253","email":"neelofurka@gmail.com","first_name":"Neelofur","last_name":"Kathrada","phone":"4163963544","orgname":"Allied Traders Inc.","customer_acct_name":"Allied Traders 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":"L25A00022","province":"ON","full_name":"Neelofur Kathrada","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"193328","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETA00083","time_zone":"2","members_type":"AST","new_member_date_2":"2017-03-30","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"PENDING","intcode":"15","blocnote":"may 22 2025 vm  AUg 13 2025 vm\r\nLN Nov 10 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 reached voicemail, no contact with Neelofur Kathrada\n2026 May 11 call reached voicemail, message left\n2026 May 13 call initiated but no full conversation, user hung up early.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:27-04:00","pipeline_2_members_only_ast":"","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00022","temp_intcode_for_auto_old_int_code":"15","phone_2":"6473500841","last_act_type":"2022-03-16","pcl_status":"P","pcl_completion_date":"2012-01-27","pf1_status":"P","pf1_completion_date":"2012-02-28","pf2_status":"P","pf2_completion_date":"2012-03-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-04-15","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"neelofurka@gmail.com","pcl_completion_date_5":"2017-01-27","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-13T13:08:27-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent called on behalf of the National Payroll Institute and asked to speak with Neelofur. The user responded but did not engage in a full conversation, and the call ended with the user hanging up.","aitm_callsummarytitle":"Call initiated but no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a00a0d9e89c2dbcd71ce361fa85","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a00a0d9e89c2dbcd71ce361fa85","mini_nps":"3","onesentencenotrenewed":"No engagement to discuss renewal.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"6","astotherreasonsnottorenew":"No clear reason given due to lack of conversation.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call answered by internet help desk, Barbara not reached\n2026 May 19 call reached voicemail, no human interaction\n2026 May 21 call attempted but no answer\n2026 May 25 call ended due to inactivity, no contact reached","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:07-04:00","intcode":"03","paid_thru":"2020-06-30","temp_do_id_for_auto_old_do_id":"L25A02525","temp_intcode_for_auto_old_int_code":"03","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","latest_paid_thru":"2020-06-30","called_by":"Tri","aitm_status_called":"2026-05-25T13:07:07-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent attempted to reach Barbara but the call ended due to inactivity without any conversation taking place.","aitm_callsummarytitle":"No contact reached - call ended due to inactivity","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_906bb191cd6ee0b14f7b7deade3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_906bb191cd6ee0b14f7b7deade3","mini_nps":"3","onesentencenotrenewed":"Contact was not reached; answered by internet help desk.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not reached, answered by internet help desk.","age_range":"Preferred not to say","number_of_calls_reached":"3"}},"seriesid":"163"}
{"contact":{"id":"11735","email":"meaghan.mcdonald1@computershare.com","first_name":"Meaghan","last_name":"Mcdonald","phone":"6173888093","orgname":"Computershare","customer_acct_name":"Computershare","tags":"CSV imported, Unsub, DELETE, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Meaghan Mcdonald","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","explicit_consent_date":"2021-12-14","domain_1":"computershare.com","lapsed_expiration_date":"2023-02-02","individual_id":"308140","time_zone":"2","do_id":"L25O00196","area_code":"617","region":"US","lead_status":"Lapsed Member","last_engaged_date":"2024-08-21","nonactive_reason":"bounced","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T14:29:22-04:00","blocnote":"Jan 8 2025 vm\n  Jan 9 2025 Survey done She is no longer in payroll\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":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00196","temp_intcode_for_auto_old_int_code":"6","province":"MA","organization_id":"308139","last_act_type":"2022-05-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"meaghan.mcdonald1@computershare.com","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"seriesid":"163"}
{"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","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31332","email":"ebikoropeace@gmail.com","first_name":"Peace","last_name":"Yousuo","phone":"8257364544","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, npiAlert17, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Peace Yousuo","lead_status":"Lapsed Member","members_type":"AST","city_1":"Calgary","province":"AB","phone_2":"8257364544","do_id":"L25A02864","pipeline_2_members_only_ast":"","new_member_date_2":"2025-01-02","no_email_solicitation":"False","area_code":"825","time_zone":"4","blocnote":"Dec 9 2025 completed with renewal\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:44-04:00","intcode":"06","language":"English","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"345888","last_engaged_date":"2025-12-09","paid_thru":"2025-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02864","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-02-14","telemarketing_call_date":"2025-10-27","sendaigeneral":"2025-10-27T12:08:00-04:00","sendoctoberemail":"2025-10-27T12:08:39-04:00","sendaidate":"2025-10-27T12:08:40-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-27T12:11:00-04:00","value_designation":"No","mini_nps":"3","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"02","number_of_passed_courses":"0","trc":"False","wera":"False","sendpreexpirationemail":"2025-12-09T12:36:00-05:00","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":"Yes","value_course":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","npi_email_temp":"ebikoropeace@gmail.com","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST1862","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a690f18784c2c27edd1be7efaf0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a690f18784c2c27edd1be7efaf0"}},"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","latest_paid_thru":"2023-02-28"}},"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":"2025-12-09","last_act_type":"2025-12-09","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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"10179","email":"willis.leanne@gmail.com","first_name":"Leanne","last_name":"Willis","phone":"5195722774","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07385","full_name":"Leanne Willis","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"296788","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503479","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":"L25C07385","phone_2":"5195722774","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":"willis.leanne@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"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","latest_paid_thru":"2022-06-30","company_paid_thru":"2022-06-30","corp_cancel_date":"2022-09-02","company_status":"I"}},"seriesid":"163"}
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{"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"242268","no_email_solicitation":"False","pds_march":"7","area_code":"416","time_zone":"2","blocnote":"Apr 30 2026 vm  MAy 22 2026 vbm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T10:09:00-04:00","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":"2026-12-03","telemarketing_call_date":"2026-05-22","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","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"14943","email":"jrobertson@jensenhughes.com","first_name":"Jennifer","last_name":"Roberston","phone":"4692001267","orgname":"Jensen Hughes Consulting Canada","customer_acct_name":"Jensen Hughes Consulting Canada","tags":"241016 CDN, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Jennifer Roberston","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2019-11-28","domain_1":"jensenhughes.com","do_id":"L25O01850","individual_id":"283382","time_zone":"1","area_code":"902","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502207","province":"TX","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25O01850","organization_id":"283381","members_type":"CORP","last_act_type":"2021-12-17","intcode":"07","blocnote":"LN Oct 21 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-10-21T10:39:00-04:00","temp_intcode_for_auto_old_int_code":"07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jrobertson@jensenhughes.com","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","company_paid_thru":"2021-10-31","corp_cancel_date":"2022-01-07","company_status":"I"}},"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":"2024-03-12","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","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"8663","email":"geneva@osbservices.ca","first_name":"Geneva","last_name":"Jensen","phone":"2508643665","orgname":"Okanagan Small Business Services Inc.","customer_acct_name":"Okanagan Small Business 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":"L25C06875","province":"BC","full_name":"Geneva Jensen","language":"English","origin":"2023 lapsed Members","domain_1":"osbservices.ca","lapsed_expiration_date":"2023-01-05","individual_id":"307046","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500306","time_zone":"5","members_type":"CAND","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":"2025-12-10T17:14:00-05:00","paid_thru":"2022-10-31","new_member_date_2":"2021-11-08","temp_do_id_for_auto_old_do_id":"L25C06875","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-03-28","last_act_type":"2022-03-28","pcl_status":"P","pcl_completion_date":"2022-03-20","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"geneva@osbservices.ca","pcl_completion_date_5":"2027-03-20","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"7855","email":"tdcpayroll@tawich.ca","first_name":"Hannah","last_name":"Hughboy","phone":"8199783030","orgname":"Tawich Development Corporation","customer_acct_name":"Tawich Development Corporation","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01868","full_name":"Hannah Hughboy","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2017-10-11","domain_1":"tawich.ca","individual_id":"254114","area_code":"819","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502172","time_zone":"2","province":"QC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25O01868","organization_id":"257116","pds_august":"3","extension_phone_1":"1110","members_type":"CORP","pds_september":"3","last_conf_date_type":"2018-06-27","last_act_type":"2018-01-05","sendapplicationform":"2025-10-15T15:32:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T15:41:00-04:00","intcode":"02","blocnote":"LN Oct 15 2025 Survey completed. Hannah said that they stopped membership when her old superviser left but that they are thinking about becoming members again. Sent email.","temp_intcode_for_auto_old_int_code":"02","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":"18 to 30 years","selfpayrollproficiency":"Strong","old_int_code":"10","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"tdcpayroll@tawich.ca","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","company_paid_thru":"2021-09-30","corp_cancel_date":"2021-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10741","email":"onomechika@yahoo.com","first_name":"Chika","last_name":"Nkenchor","phone":"7803996937","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":"LB2503345","full_name":"Chika Nkenchor","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"308363","region":"CDN","lead_status":"Refused","old_do_id":"8","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7803996937","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"17 March 2025 VM  31 March 2025 VM  07 April 2025 VM  08 April 2025 VM says Natalie  10 April 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-04-10T21:10:00-04:00","canceldate":"2023-02-02","intcode":"21","paid_thru":"2022-11-30","new_member_date_2":"2021-12-21","temp_do_id_for_auto_old_do_id":"LB2503345","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-01","pcl_status":"F","pcl_completion_date":"2022-04-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"onomechika@yahoo.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"10194","email":"plainoldecountryshoppe@gmail.com","first_name":"Ruth","last_name":"McReynolds","phone":"7807189168","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":"Ruth McReynolds","language":"English","origin":"Lapsed Spring 2024","individual_id":"318714","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"L25C06506","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"7807189168","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:31:00-05:00","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":"she was looking for a job so she thought that would her her resume","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"A bit costly","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"she didn't participate","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":"2024-01-05","paid_thru":"2023-10-31","new_member_date_2":"2022-11-15","temp_do_id_for_auto_old_do_id":"LB2506823","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-03-30","last_act_type":"2023-03-30","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","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","do_id":"LB2506823","npi_email_temp":"plainoldecountryshoppe@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"10807","email":"oxana.frunza@yahoo.com","first_name":"Oxana","last_name":"Frunza","phone":"9056704770","orgname":"Regal Beloit Canada ULC","customer_acct_name":"Regal Beloit Canada ULC","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00379","province":"BC","full_name":"Oxana Frunza","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2007-12-14","domain_1":"regalrexnord.com","lapsed_expiration_date":"2023-02-02","individual_id":"261652","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00061","time_zone":"2","members_type":"CAND","new_member_date_2":"2018-03-15","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","intcode":"21","blocnote":"22 May 2025 She works at another company","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T13:10:00-04:00","old_int_code":"12","organization_id":"125115","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00379","temp_intcode_for_auto_old_int_code":"21","phone_2":"6044429539","onesentencenotrenewed":"CAND reached 3 years limit for renewal","last_act_type":"2019-01-03","pcl_status":"P","pcl_completion_date":"2018-07-03","pf1_status":"F","pf1_completion_date":"2018-12-24","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"oxana.frunza@yahoo.com","pcl_completion_date_5":"2023-07-03","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"12089","email":"prashantpadashala@yahoo.com","first_name":"Prashantkumar","last_name":"Padashala","phone":"7058554555","orgname":"Belanger Construction","customer_acct_name":"Belanger Construction","tags":"CSV imported, 241010 CDN, F24 Webinar registration CDN, F24 Absentees, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Prashantkumar Padashala","language":"English","origin":"Lapsed Spring 2024 Lapsed Spring 2024","do_id":"L25P02435","individual_id":"228123","members_type":"PRO","time_zone":"2","area_code":"705","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-31","old_do_id":"LB2502652","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"10","blocnote":"Sept 5 2025 completed ( not willing to renew)\n2026 May 25 callback scheduled for next month due to contact's surgery - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:08-04:00","pds_july":"3","paid_thru":"2023-12-31","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":"No","membershipcost":"Yes","membershipcostspecify":"I find it costly for me","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am not mainly doing payroll","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Advance","new_member_date_2":"2017-01-10","temp_do_id_for_auto_old_do_id":"L25P02435","temp_intcode_for_auto_old_int_code":"10","pds_august":"3","phone_2":"7054791226","pds_september":"3","last_infoline_date_type":"2020-07-02","last_act_type":"2024-05-31","pcl_status":"P","pcl_completion_date":"2014-11-20","pf1_status":"P","pf1_completion_date":"2015-02-17","pf2_status":"P","pf2_completion_date":"2015-02-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-06-03","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"3","npi_email_temp":"prashantpadashala@yahoo.com","pcl_completion_date_5":"2019-11-20","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-25T12:07:08-04:00","number_of_call_attempts":"1","npi_call_back_date_and_time":"2026-06-25T12:07:00-04:00","npi_call_back_time_hour":"12","npi_call_back_time_minute":"07","npi_transcriptsummary":"The agent called to speak with Prashantkumar but was informed he is off due to back surgery and will return next month. A callback was scheduled for June 25, 2026, at 12:07 PM. The call ended after confirming the callback date.","aitm_callsummarytitle":"Callback Scheduled Due to Contact's Medical Leave","onesentencenotrenewed":"Contact unavailable due to surgery, callback scheduled.","initialvalue":"Other","othermemberbenefit":"Contact did not specify initial value for membership.","old_int_code":"1","prootherreasonsnottorenew":"Contact unavailable due to medical leave.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8c8fdbe7a5e104b7ef5de17c5d2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8c8fdbe7a5e104b7ef5de17c5d2","number_of_total_call_attempts":"1"}},"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":"2024-04-03","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","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"8851","email":"andrea.gaik@ssw.ca","first_name":"Andrea","last_name":"Gaik","phone":"9052872870","orgname":"Shared Services West","customer_acct_name":"Shared Services West","tags":"CSV imported, NPIdealed, 250515 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01760","province":"ON","full_name":"Andrea Gaik","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2015-03-27","domain_1":"ssw.ca","lapsed_expiration_date":"2022-05-03","individual_id":"233381","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500992","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"13 May 2025 Not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T14:12:00-04:00","old_int_code":"8","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01760","temp_intcode_for_auto_old_int_code":"0","organization_id":"233379","pds_august":"1","pds_september":"1","last_infoline_date_type":"2021-01-06","last_act_type":"2021-01-06","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"andrea.gaik@ssw.ca","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"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":"279441.0","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","latest_paid_thru":"2023-12-31"}},"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","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8099","email":"ashrafsiddi75@yahoo.com","first_name":"Ashraf","last_name":"Siddique","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503047","full_name":"Ashraf Siddique","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2014-09-22","individual_id":"222696","region":"CDN","lead_status":"Refused","old_do_id":"C17621","members_type":"PRO","new_member_date_2":"2014-09-22","canceldate":"2021-03-02","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","time_zone":"2","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"LB2503047","temp_intcode_for_auto_old_int_code":"21","phone_2":"6473441168","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-03-31","pf1_status":"P","pf1_completion_date":"2014-04-28","pf2_status":"P","pf2_completion_date":"2014-05-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-06-03","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"ashrafsiddi75@yahoo.com","pcl_completion_date_5":"2019-03-31","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31"}},"seriesid":"163"}
{"contact":{"id":"29918","email":"wafoanicet@yahoo.fr","first_name":"Anicet","last_name":"Nguenouho","phone":"4383723180","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"do_id":"L25A01676","full_name":"Anicet Wafo Nguenouho","members_type":"AST","city_1":"Dorval","province":"QC","language":"French","phone_2":"4383723180","lead_status":"Lapsed Member","new_member_date_2":"2024-03-15","pipeline_2_members_only_ast":"","individual_id":"328163","no_email_solicitation":"False","time_zone":"2","area_code":"438","old_do_id":"AST1481","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","blocnote":"21 mai 2025 bv\r\n22  mai 2025 bv\r\n27 mai 2025 bv\r\n28 mai 2025 bv\r\n29 mai 2025 bv\r\n2 juin 2025 bv\r\n3 juin 2025 bv\n2026 May 08 call ended due to inactivity, no conversation with contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:00-04:00","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01676","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-04-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"wafoanicet@yahoo.fr","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:00-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Anicet but received no clear response. The call ended due to inactivity without any further conversation or task completion.","aitm_callsummarytitle":"No response from contact","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bbd527150e7ef3e9f15fdc8e016","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bbd527150e7ef3e9f15fdc8e016","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"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":"2026-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jennylyn.oliveros@pearson.com"}},"seriesid":"163"}
{"contact":{"id":"10757","email":"skf101@hotmail.ca","first_name":"Sandy","last_name":"Fletcher","phone":"2509928631","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500499","province":"BC","full_name":"Sandy Fletcher","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"245627","area_code":"250","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00182","time_zone":"5","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-10-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"22 May 2025 Cannot be reached","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T12:05:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-07-31","new_member_date_2":"2016-08-17","temp_do_id_for_auto_old_do_id":"LB2500499","temp_intcode_for_auto_old_int_code":"21","phone_2":"2509918884","last_act_type":"2023-02-01","pcl_status":"P","pcl_completion_date":"2016-11-20","pf1_status":"P","pf1_completion_date":"2017-02-19","pf2_status":"P","pf2_completion_date":"2017-05-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-11-28","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"skf101@hotmail.ca","pcl_completion_date_5":"2021-11-20","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"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, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Valerie Harris","members_type":"AST","city_1":"Birtle","province":"MB","language":"English","phone_2":"2048470807","lead_status":"Refused","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":"01","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T11:36:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:47-04:00","blocnote":"may 21 2025 completed\n2026 May 08 contact refused to renew and ended call quickly.","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No","pipeline_1_lapsed_members":"Refused Lapsed","old_int_code":"11","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":"01","last_act_type":"2024-03-12","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":"L25A02909","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Valerie to discuss her lapsed Associate membership with the National Payroll Institute and to ask about her membership experience. Valerie declined to engage and ended the call quickly, stating she did not have time.","aitm_callsummarytitle":"Membership Renewal Refusal","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"No time to discuss membership renewal.","initialvalue":"Other","othermemberbenefit":"No additional benefits discussed.","astotherreasonsnottorenew":"No time to discuss renewal.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_04f84dfa80262201fc36267229d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_04f84dfa80262201fc36267229d","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10723","email":"elenasekuloska@gmail.com","first_name":"Elena","last_name":"Sekuloska","phone":"9057265000","orgname":"Bulk Barn Foods Ltd.","customer_acct_name":"Bulk Barn Foods Ltd.","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":"L25A02196","extension_phone_1":"8234","full_name":"Elena Sekuloska","language":"English","origin":"Lapsed Spring 2024","individual_id":"239095","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502343","time_zone":"2","province":"ON","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","cpa_certification":"PCP","new_member_date_2":"2015-11-19","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"0","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\n2026 May 08 call reached wrong number at Bok Barn Foods Limited","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:34-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A02196","temp_intcode_for_auto_old_int_code":"08","phone_2":"9058866756","last_infoline_date_type":"2021-09-16","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2016-03-06","pf1_status":"P","pf1_completion_date":"2016-06-21","pf2_status":"P","pf2_completion_date":"2018-02-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-02-22","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"elenasekuloska@gmail.com","pcl_completion_date_5":"2021-03-06","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:33-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Bok Barn Foods Limited and navigated through the automated menu to reach reception. Upon reaching a person, the agent asked for Elena Sekuloska but was informed that it was the wrong number. The call ended shortly after with no further action taken.","aitm_callsummarytitle":"Wrong Number - No Contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c8e7a74ca4eb028120b9cb07853","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c8e7a74ca4eb028120b9cb07853","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"9648","email":"saimanvir97@gmail.com","first_name":"Manvir","last_name":"Kaur","phone":"2367772625","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":"L25C06786","full_name":"Manvir Kaur","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"303016","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503391","members_type":"CAND","province":"ON","area_code":"236","time_zone":"5","phone_2":"2367772625","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:16:00-05:00","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":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I don`t do payroll anymore","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":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2022-01-14","temp_do_id_for_auto_old_do_id":"L25C06786","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-01-14","pcl_status":"P","pcl_completion_date":"2022-03-06","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"saimanvir97@gmail.com","pcl_completion_date_5":"2027-03-06","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"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, TMAI, recall pro","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":"06","blocnote":"17 March 2025 Not in payroll\n2026 May 12 call reached a person who is not Ema, asked for callback time\n2026 May 14 - Reached voicemail\/answering machine, no human response\n2026 May 14 - voicemail reached, no message left\n2026 May 19 call reached voicemail\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:09-04:00","onesentencenotrenewed":"Contact not reached; voicemail.","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":"06","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","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-21T12:47:08-04:00","number_of_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach the contact but went to voicemail.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c81861a1424123e9c0b3c68c88f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c81861a1424123e9c0b3c68c88f","number_of_calls_reached":"1","mini_nps":"3","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact not reached; voicemail.","age_range":"Preferred not to say"}},"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":"2022-04-03","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","latest_paid_thru":"2023-02-28"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"2026-05-06T11:53:00-04:00","blocnote":"May 6 2026 problem with phone ?","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":"2025-10-09","telemarketing_call_date":"2026-05-06","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","latest_paid_thru":"2026-09-30"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, contact not available\n2026 May 11 contact not available, callback scheduled for 12:06 - reached Ashish\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 contact not available, call ended quickly\n2026 May 13 call reached voicemail, contact not available\n2026 May 13 call answered but contact not available to talk\n2026 May 15 call reached voicemail\n2026 May 15 call ended quickly, contact not available\n2026 May 19 call reached voicemail, contact not available\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call ended quickly, contact not available\n2026 May 21 reached voicemail, no contact made\n2026 May 25 reached voicemail, contact not available\n2026 May 25 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:07-04:00","temp_do_id_for_auto_old_do_id":"L25A02240","temp_intcode_for_auto_old_int_code":"06","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","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-25T13:22:06-04:00","number_of_call_attempts":"6","number_of_total_call_attempts":"15","npi_transcriptsummary":"The call was not answered by the intended contact and went to voicemail. The agent was unable to speak with the user as they stated they were not available.","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","session_id":"call_a6ad7a39c25a94422dbb04bd179","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a6ad7a39c25a94422dbb04bd179","old_int_code":"03","npi_call_back_date_and_time":"2026-05-11T12:06:00-04:00","npi_call_back_time_hour":"12","npi_call_back_time_minute":"06","mini_nps":"3","number_of_calls_reached":"3","onesentencenotrenewed":"Contact was not available to speak and the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact was not available to answer the call.","age_range":"Preferred not to say"}},"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","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"8799","email":"mckayapril70@gmail.com","first_name":"April","last_name":"McKay","phone":"7783083956","orgname":"My Passion Media Inc.","customer_acct_name":"My Passion Media Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07445","province":"BC","full_name":"April McKay","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"296230","area_code":"888","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500317","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":"2021-01-04","temp_do_id_for_auto_old_do_id":"L25C07445","phone_2":"6048328449","last_act_type":"2021-01-19","pcl_status":"P","pcl_completion_date":"2021-03-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"mckayapril70@gmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"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","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-01-18","company_status":"I"}},"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","latest_paid_thru":"2022-04-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"267429","no_email_solicitation":"False","pds_march":"3","area_code":"403","time_zone":"4","blocnote":"May 5 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T11:47:00-04:00","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":"2026-05-05","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","latest_paid_thru":"2026-08-31"}},"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, 260522 Lapsed DEL","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":"LB2505743","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":"","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":"2027-05-31","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"judith.rousseau@csn.qc.ca","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","do_id":"","company_status":"A"}},"seriesid":"163"}
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{"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, 260522 Lapsed DEL","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":"2026-05-28","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":"2026-12-01","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","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
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{"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, AI Contacts sent to TM 2026, 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":"2027-06-30","temp_do_id_for_auto_old_do_id":"AST0155","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2026-10-02","last_act_type":"2026-08-05","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\/2027","latest_paid_thru":"2027-06-30"}},"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","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"5728","email":"koumanyeboua@gmail.com","first_name":"Kouadio","last_name":"Yeboua","phone":"4506659041","orgname":"Caisse Desjardins des Patriotes","customer_acct_name":"Caisse Desjardins des Patriotes","tags":"CSV imported, NPIdealed, npiPartnerAccount","ip4":"0.0.0.0","fields":{"do_id":"LB2501716","province":"QC","extension_phone_1":"7432266","full_name":"Kouadio Kouman I. Yeboua","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2023-02-02","individual_id":"234260","time_zone":"2","area_code":"418","region":"QC","lead_status":"Partner","old_do_id":"QNPIRETP00161","members_type":"PRO","pipeline_1_lapsed_members":"","canceldate":"2023-02-02","cpa_certification":"SCP","cert_status":"WITHDRAWN","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2022-11-30","new_member_date_2":"2017-08-09","temp_do_id_for_auto_old_do_id":"LB2501716","pds_august":"1","phone_2":"4385588363","pds_september":"1","last_infoline_date_type":"2017-09-22","last_act_type":"2023-03-05","pcl_status":"P","pcl_completion_date":"2015-09-09","pf1_status":"P","pf1_completion_date":"2015-10-08","pf2_status":"P","pf2_completion_date":"2015-12-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-05-04","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"koumanyeboua@gmail.com","pcl_completion_date_5":"2020-09-09","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"29387","email":"grace.shekina.diallo@gmail.com","first_name":"Grace","last_name":"Diallo","phone":"5819865525","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"do_id":"L25A02089","full_name":"Grace Evangeline Diallo","members_type":"AST","city_1":"Qu\u00e9bec","province":"QC","language":"French","phone_2":"5819865525","lead_status":"Lapsed Member","new_member_date_2":"2024-08-14","pipeline_2_members_only_ast":"","individual_id":"340895","no_email_solicitation":"False","time_zone":"2","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","sendjulyemail":"2025-07-22T14:23:00-04:00","blocnote":"23 sept 2025 ne veut pas renouveler et a demander a se que son abonnement soit annuler elle va elle m\u00eame contacter inp aucun b\u00e9n\u00e9fice pour elle\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 brief call with Grace, membership lapse mentioned, call ended abruptly","sendmayemail":"2025-07-22T14:23:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:21-04:00","full_name_2":" ","paid_thru":"2025-07-31","old_int_code":"06","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02089","temp_intcode_for_auto_old_int_code":"15","old_do_id":"AST0371","canceldate":"2025-10-01","last_act_type":"2024-11-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"grace.shekina.diallo@gmail.com","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:47-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Grace and introduced herself, mentioning the lapse of Grace's Associate membership. The call was very brief and ended abruptly without further discussion or resolution.","aitm_callsummarytitle":"Brief call with Grace about membership lapse","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e77e769155fbeab7380fffda8e7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e77e769155fbeab7380fffda8e7","mini_nps":"3"}},"seriesid":"163"}
{"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","latest_paid_thru":"2024-12-31"}},"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":"2026-01-23","number_of_passed_courses":"0","trc":"False","wera":"False","pipeline_2_members_only_ast":"","npi_email_temp":"rachana00@gmail.com","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"31344","email":"grahn@carbertwaite.com","first_name":"Nicole","last_name":"Grahn","phone":"4037053306","orgname":"Carbert Waite LLP","customer_acct_name":"Carbert Waite LLP","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":"Nicole Grahn","lead_status":"Member","members_type":"CAND","city_1":"Calgary","province":"AB","pipeline_2_members_only_ast":"AST to CAND","new_member_date_2":"2025-02-25","no_email_solicitation":"False","time_zone":"4","language":"English","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"","individual_id":"347826","sendjulyemail":"2025-07-14T12:29:00-04:00","blocnote":"Nov 17 2025 vm  Nov 24 2025 v","sendmayemail":"2025-07-14T12:29:00-04:00","email2":"","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T11:30:10-05:00","intcode":"06","full_name_2":" ","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST1874","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2026-01-16","last_act_type":"2026-11-03","telemarketing_call_date":"2025-11-24","pcl_status":"P","number_of_passed_courses":"1","old_int_code":"31","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:51-05:00","onesentencenotrenewed":"AST->CAND","npi_email_temp":"grahn@carbertwaite.com","pcl_completion_date":"2026-02-03","pf1_status":"E","pcl_completion_date_5":"2031-02-03","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"8830","email":"ramandkaur11@gmail.com","first_name":"Ramandeep","last_name":"Kaur Sidhu","phone":"5873722140","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":"L25C07069","full_name":"Ramandeep Kaur Sidhu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"304168","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503367","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"5873722140","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","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":"2025-11-28T11:43:00-05:00","paid_thru":"2022-07-31","new_member_date_2":"2021-08-23","temp_do_id_for_auto_old_do_id":"L25C07069","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-08-23","pcl_status":"F","pcl_completion_date":"2021-12-12","number_of_passed_courses":"0","old_int_code":"16","trc":"False","wera":"False","npi_email_temp":"ramandkaur11@gmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"contact":{"id":"31312","email":"cdvizcarra@gmail.com","first_name":"Chyrel","last_name":"Vizcarra","phone":"6474363498","orgname":"Berry Plastics Canada Inc.","customer_acct_name":"Berry Plastics Canada Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Chyrel Vizcarra, PCP","members_type":"PRO","city_1":"Toronto","province":"ON","phone_2":"6477417140","pipeline_2_members_only_ast":"","new_member_date_2":"2020-06-10","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"647","time_zone":"2","language":"English","intcode":"31","pipeline_1_lapsed_members":"","individual_id":"251975","blocnote":"June 19 2025 completed","sendaprilemail":"Yes","sendjuneemail":"2025-06-19T11:40:00-04:00","sendmayemail":"2025-06-19T11:40:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T11:42:00-04:00","age_range":"31-45","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"Yes","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02198","lead_status":"Not Relevant","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2504687","temp_intcode_for_auto_old_int_code":"31","cert_status":"ACTIVE","last_act_type":"2026-04-05","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2017-08-13","pf1_status":"P","pf1_completion_date":"2017-12-18","pf2_status":"P","pf2_completion_date":"2018-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-05-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"cdvizcarra@gmail.com","pcl_completion_date_5":"2022-08-13","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31"}},"seriesid":"163"}
{"contact":{"id":"10317","email":"dalila2504@hotmail.com","first_name":"Dalila","last_name":"Bekkaoui","phone":"6043385014","orgname":"Aerostream Logistics","customer_acct_name":"Aerostream Logistics","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":"L25A02176","full_name":"Dalila Bekkaoui","language":"English","origin":"Lapsed Spring 2024","individual_id":"111579","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503947","members_type":"AST","province":"BC","area_code":"604","time_zone":"5","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","cpa_certification":"PCP","new_member_date_2":"2010-01-05","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"15","blocnote":"14 March 2025 VM\r\n25 March 2025 VM\r\n31 March 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 02 October 2025 VM\n2026 May 08 call disconnected early, no conversation","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","temp_do_id_for_auto_old_do_id":"L25A02176","temp_intcode_for_auto_old_int_code":"15","phone_2":"6043385014","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2007-06-07","pf1_status":"P","pf1_completion_date":"2007-07-10","pf2_status":"P","pf2_completion_date":"2008-02-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-08-07","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"dalila2504@hotmail.com","pcl_completion_date_5":"2012-06-07","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and disconnected shortly after initiation without completing any conversation or task.","aitm_callsummarytitle":"Call disconnected early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5fc5cd9d7bfeb1d45cfad408fa2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5fc5cd9d7bfeb1d45cfad408fa2","number_of_calls_reached":"1"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:47-04:00","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","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:42-04:00","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 immediately 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","session_id":"call_33c8ec54403562db5b703e86532","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_33c8ec54403562db5b703e86532","mini_nps":"3"}},"seriesid":"163"}
{"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, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A03088","full_name":"Lisa Bouman","members_type":"AST","city_1":"Burnaby","province":"BC","language":"English","phone_2":"6048806922","lead_status":"Lapsed Member","new_member_date_2":"2022-03-11","pipeline_2_members_only_ast":"","last_engaged_date":"2025-10-28","individual_id":"311030","no_email_solicitation":"False","pds_march":"4","area_code":"604","time_zone":"5","intcode":"15","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T16:39:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:46-04:00","blocnote":"21 May 2025 Complete\n2026 May 08 call reached voicemail, message left\n2026 May 08 reached voicemail, no conversation\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail for Lisa Bowman\n2026 May 13 call reached voicemail, no human contact\n2026 May 15 call reached voicemail, no contact with Lisa Bowman\n2026 May 15 very short call, user hung up quickly","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"3","old_int_code":"06","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":"L25A03088","temp_intcode_for_auto_old_int_code":"15","pds_september":"3","last_infoline_date_type":"2022-11-03","last_act_type":"2025-08-12","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","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","old_do_id":"AST0158","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:32-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was very brief with minimal interaction. The user acknowledged the agent but did not engage further before hanging up.","aitm_callsummarytitle":"Brief call with no engagement","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_35c85eb2584672cb007d663109c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_35c85eb2584672cb007d663109c","mini_nps":"3","onesentencenotrenewed":"User did not engage in conversation and hung up quickly.","initialvalue":"Other","othermemberbenefit":"No information provided","astotherreasonsnottorenew":"No clear reason given due to short call.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"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":"2022-11-03","last_act_type":"2022-11-03","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","latest_paid_thru":"2022-08-31"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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":"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":"2026-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lynden@beanfield.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8796","email":"gloriatadeja@yahoo.com","first_name":"Gloria","last_name":"Tadeja","phone":"4034087721","orgname":"Global College of Business and Technology","customer_acct_name":"Global College of Business and Technology","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07116","province":"NB","full_name":"Gloria Tadeja","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"302615","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500160","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":"2021-06-29","temp_do_id_for_auto_old_do_id":"L25C07116","phone_2":"5062337803","last_act_type":"2021-06-29","pcl_status":"P","pcl_completion_date":"2021-10-03","pf1_status":"P","pf1_completion_date":"2021-11-28","pf2_status":"P","pf2_completion_date":"2022-01-30","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"gloriatadeja@yahoo.com","pcl_completion_date_5":"2026-10-03","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"seriesid":"163"}
{"contact":{"id":"30843","email":"darlene@global-industrialservices.com","first_name":"Darlene","last_name":"Raaymakers","phone":"5194361250","orgname":"1670002 Ontario Limited O\/a Global Industrial Services","customer_acct_name":"1670002 Ontario Limited O\/a Global Industrial Services","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"individual_id":"321556","full_name":"Darlene Raaymakers","members_type":"CORP","do_id":"L25O00684","coidnewmbrdate":"2020-01-15","city_1":"Chatham","province":"ON","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"519","time_zone":"2","intcode":"0","blocnote":"30 May 2025 She wants to renew - she didn't know that it lapsed because she hasn't received any invoice - she wants the application form to renew\nJune 20 2025 asked to resend docs\nSept 23 2025 Sent CORP application form","dhmsfin_telemarketing_last_contacted_date":"2025-06-20T11:21:00-04:00","sendapplicationform":"2025-06-20T11:19:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00684","temp_intcode_for_auto_old_int_code":"23","organization_id":"284674","old_int_code":"23","last_act_type":"2024-12-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"darlene@global-industrialservices.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"124045","no_email_solicitation":"False","pds_march":"12","area_code":"519","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T15:26:00-04:00","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":"2026-05-21","last_act_type":"2026-05-21","telemarketing_call_date":"2026-05-01","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","latest_paid_thru":"2026-08-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"308757","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T10:23:00-04:00","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":"06","last_infoline_date_type":"2025-10-22","last_act_type":"2026-09-02","telemarketing_call_date":"2026-05-04","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":"99","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","ln_entered_date":"2026-02-04","old_do_id":"L25A02844","ai_entered_date":"2026-02-10","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30848","email":"simiolukunga@gmail.com","first_name":"Simisola","last_name":"Obamonire","phone":"5879389503","orgname":"","customer_acct_name":"","tags":"250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"individual_id":"332172","full_name":"Simisola Obamonire","members_type":"CAND","city_1":"Edmonton","province":"AB","language":"English","phone_2":"5879389503","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2025-09-12","time_zone":"4","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2507239","date_of_renewal_identification":"2025-09-17","last_act_type":"2026-04-03","pcl_status":"P","pcl_completion_date":"2024-05-01","pf1_status":"P","number_of_passed_courses":"3","pf1_completion_date":"2025-11-18","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","old_do_id":"L25C00299","npi_email_temp":"simiolukunga@gmail.com","organization_id":"11242","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-03-26","pcl_completion_date_5":"2029-05-01","formatted_paid_thru":"31\/10\/2026","company_paid_thru":"2026-10-31","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"28816","email":"malaf67@hotmail.com","first_name":"Manon","last_name":"Lafleur","phone":"8198561328","orgname":"Moteurs \u00c9lectrique Laval","customer_acct_name":"Moteurs \u00c9lectrique Laval","tags":"paie.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0769","full_name":"Manon Lafleur","members_type":"AST","city_1":"Val-d'Or","province":"QC","language":"French","phone_2":"8198561328","lead_status":"Renewed APX","new_member_date_2":"2021-09-29","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"89521","cpa_certification":"SCPQ","no_email_solicitation":"False","pds_march":"5","area_code":"819","time_zone":"2","intcode":"32","pipeline_1_lapsed_members":"","pds_may":"5","cert_status":"PENDING","pds_july":"5","paid_thru":"2026-09-30","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","blocnote":"AI. 15 oct 2025 a re\u00e7ue la documentation le 30 nov par elle m\u00eame. a rappeler pour faire sondage. car pas eu le temps de r\u00e9pondre aux questions.\r\n30 oct 2025 sondage fait avec succes","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T12:04:00-04:00","full_name_2":" ","old_int_code":"06","pds_august":"5","sendpreexpirationemail":"2025-09-09T11:45:00-04:00","mini_nps":"4","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-09-09T11:46:00-04:00","last_engaged_date":"2025-10-08","temp_do_id_for_auto_old_do_id":"AST0769","temp_intcode_for_auto_old_int_code":"32","date_of_renewal_identification":"2025-09-18","last_login_date":"2025-10-08T11:51:52-04:00","pds_september":"5","last_infoline_date_type":"2026-04-24","last_act_type":"2026-04-24","askpat_october":"1","telemarketing_call_date":"2025-10-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-06-07","extension_phone_1":"","sendmayemail":"2025-10-30T12:04:00-04:00","testimonialagree":"No","testimonialrefusal":"","number_of_passed_courses":"1","pds_october":"5","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:59-05:00","pds_november":"5","npi_email_temp":"malaf67@hotmail.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"Ongoing member received a call and awaits to the next call","individual_id":"182935","no_email_solicitation":"False","time_zone":"2","blocnote":"May 6 2026 completed with renewal ( she already renewed)\r\nsent the webinar email\r\nMay 15th update","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:41:00-04:00","mini_nps":"4","onesentencenotrenewed":"","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":"99","old_int_code":"13","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0164","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-04-30","telemarketing_call_date":"2026-05-15","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\/2027","latest_paid_thru":"2027-02-28","date_of_renewal_identification":"2026-05-03","testimonial":"N\/A","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-06T13:52:00-04:00"}},"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":"2022-01-12","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","latest_paid_thru":"2023-09-30"}},"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","latest_paid_thru":"2025-05-31"}},"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","latest_paid_thru":"2022-06-30"}},"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":"2026-06-05","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","pcp_we":"APPROVED","npi_email_temp":"kathrine.oppong@outlook.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","last_infoline_date_type":"2026-06-05"}},"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, AI Contacts sent to TM 2026, 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":"2025-12-15","last_act_type":"2026-01-27","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","latest_paid_thru":"2027-02-28"}},"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":"2022-07-11","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","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"10689","email":"silviaayukawa@gmail.com","first_name":"Silvia","last_name":"Ayukawa","phone":"6048740827","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2504070","full_name":"Silvia Ayukawa","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2015-04-23","lapsed_expiration_date":"2023-06-02","individual_id":"45410","members_type":"PRO","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-11","old_do_id":"CLNPI002644","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-06-02","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"5","pds_july":"1","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":"2025-10-30T14:07:00-04:00","new_member_date_2":"2015-04-23","temp_do_id_for_auto_old_do_id":"LB2504070","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"6048740827","pds_september":"1","last_infoline_date_type":"2020-07-08","last_act_type":"2023-08-31","pcl_status":"P","pcl_completion_date":"2006-12-13","pf1_status":"P","pf1_completion_date":"2007-03-06","pf2_status":"P","pf2_completion_date":"2007-07-18","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":"silviaayukawa@gmail.com","pcl_completion_date_5":"2011-12-13","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"30835","email":"yossefaomari@gmail.com","first_name":"Youssef","last_name":"Aomari","phone":"","orgname":"CNPIAT","customer_acct_name":"CNPIAT","tags":"npiPartnerAccount, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"individual_id":"331595","full_name":"Youssef Aomari","members_type":"CAND","do_id":"L25C00292","city_1":"Montreal","province":"QC","language":"French","phone_2":"4389225200","lead_status":"Partner","pipeline_1_lapsed_members":"","new_member_date_2":"2024-01-16","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C00292","last_infoline_date_type":"2025-07-17","last_act_type":"2025-07-17","pcl_status":"F","pcl_completion_date":"2025-02-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"yossefaomari@gmail.com","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"28851","email":"andrea.schmidt@nufarm.com","first_name":"Andrea","last_name":"Schmidt","phone":"7083771394","orgname":"Nufarm","customer_acct_name":"Nufarm","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A03093","full_name":"Andrea Schmidt","members_type":"AST","city_1":"Alsip","province":"IL","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2021-02-25","pipeline_2_members_only_ast":"","individual_id":"283294","no_email_solicitation":"False","area_code":"708","time_zone":"3","intcode":"06","blocnote":"May 4 2026 vm  May 6 2026 vm  May 8 2026 vm\r\nMay 13 2026 vm  May 15 2026 vm  May 21 2026 vm\r\nMay 27 2026 vm, June 2 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-02T12:19:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25A03093","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-07-07","last_act_type":"2025-02-20","telemarketing_call_date":"2025-11-26","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:30-05:00","npi_email_temp":"andrea.schmidt@nufarm.com","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","old_do_id":"AST1275","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:47-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was not answered and went to voicemail immediately upon dialing.","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","session_id":"call_2de4e7091bcc408e82a903eaa3c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2de4e7091bcc408e82a903eaa3c"}},"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":"2026-04-14","last_act_type":"2026-04-14","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","npi_email_temp":"salioukorka@hotmail.fr","pcl_completion_date_5":"2025-11-02","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31"}},"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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"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":"288511.0","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","latest_paid_thru":"2021-04-30"}},"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":"2020-04-12","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","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"8852","email":"sylvialeannepenner@gmail.com","first_name":"Sylvia","last_name":"Penner","phone":"2043884605","orgname":"Southern Comfort Mechanical Inc.","customer_acct_name":"Southern Comfort Mechanical Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07136","province":"MB","full_name":"Sylvia Penner","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"301972","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500566","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":"2021-06-03","temp_do_id_for_auto_old_do_id":"L25C07136","phone_2":"2043712634","last_act_type":"2022-07-03","pcl_status":"P","pcl_completion_date":"2022-06-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sylvialeannepenner@gmail.com","pcl_completion_date_5":"2027-06-05","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"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":{"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","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"10695","email":"silvia.lersch@gmail.com","first_name":"Silvia","last_name":"Heitling","phone":"6045752786","orgname":"Advanced Professional Services","customer_acct_name":"Advanced Professional Services","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500500","province":"BC","full_name":"Silvia Heitling","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"246629","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00185","time_zone":"5","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-09-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"may 22 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T16:06:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-06-30","new_member_date_2":"2020-07-08","temp_do_id_for_auto_old_do_id":"LB2500500","temp_intcode_for_auto_old_int_code":"6","phone_2":"7789192201","last_infoline_date_type":"2020-09-30","last_act_type":"2022-01-12","pcl_status":"P","pcl_completion_date":"2016-10-16","pf1_status":"P","pf1_completion_date":"2016-11-13","pf2_status":"P","pf2_completion_date":"2016-12-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-11-30","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"silvia.lersch@gmail.com","pcl_completion_date_5":"2021-10-16","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"seriesid":"163"}
{"contact":{"id":"10244","email":"lon_axalan@yahoo.com","first_name":"Maria","last_name":"Lourdes Axalan","phone":"8154592400","orgname":"TC Industries of Canada West","customer_acct_name":"TC Industries of Canada 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":"L25C07636","full_name":"Maria Lourdes Axalan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"281323","area_code":"815","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502279","time_zone":"3","province":"MB","members_type":"CAND","phone_2":"2048994370","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-02-02","intcode":"06","blocnote":"13 March 2025 VM\r\n25 March 2025 VM\r\n01 April 2025 VM\r\n08 April 2025 VM\r\n14 April 2025 VM\r\n23 April 2025 VM\r\n22 May 2025 VM\r\n08 September 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:22:00-05:00","paid_thru":"2022-11-30","new_member_date_2":"2019-10-07","temp_do_id_for_auto_old_do_id":"L25C07636","temp_intcode_for_auto_old_int_code":"6","extension_phone_1":"200","last_infoline_date_type":"2022-08-02","last_act_type":"2022-08-02","pcl_status":"P","pcl_completion_date":"2020-02-02","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"lon_axalan@yahoo.com","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"13909","email":"rciccone@bcacanada.ca","first_name":"Rose","last_name":"Ciccone","phone":"9056842244","orgname":"Bollermaker Contractors' Association","customer_acct_name":"Bollermaker Contractors' Association","tags":"241015 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"city_1":"ST. CATHARINES","province":"ON","full_name":"Rose Ciccone","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-11-20","domain_1":"bcacanada.ca","attended_webinar":"Yes","do_id":"L25O01937","individual_id":"282345","members_type":"CORP","time_zone":"2","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500639","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"May 26 2025 Survey completed She said that they are a small company and payroll is only 5 percent of her job .","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T11:11:00-04:00","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":"Yes","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01937","temp_intcode_for_auto_old_int_code":"1","organization_id":"283186","last_infoline_date_type":"2020-10-15","last_act_type":"2020-12-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rciccone@bcacanada.ca","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"28861","email":"jaborhey@yahoo.com","first_name":"Joanna","last_name":"Colbourne","phone":"4165548772","orgname":"","customer_acct_name":"","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0276","full_name":"Joanna Colbourne","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"4165548772","lead_status":"Renewed APX","last_engaged_date":"2025-05-30","new_member_date_2":"2023-09-26","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"96146","canceldate":"2022-06-02","no_email_solicitation":"False","pds_march":"19","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 21 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T13:29:00-04:00","sendaprilemail":"Yes","sendmayemail":"2025-05-30T10:12:00-04:00","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"Yes","pipeline_1_lapsed_members":"","pds_may":"19","old_int_code":"99","pds_july":"19","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"19","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST0276","temp_intcode_for_auto_old_int_code":"06","pds_september":"19","last_infoline_date_type":"2026-05-20","last_act_type":"2026-05-20","telemarketing_call_date":"2026-05-21","pcl_status":"P","pcl_completion_date":"2007-01-02","number_of_passed_courses":"1","pds_october":"19","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:47-05:00","pds_november":"19","npi_email_temp":"jaborhey@yahoo.com","pcl_completion_date_5":"2012-01-02","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"8802","email":"afarrell@ballys.com","first_name":"Ashley","last_name":"Farrell","phone":"4017123597","orgname":"Bally's Corp.","customer_acct_name":"Bally's 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":"L25O01531","full_name":"Ashley Farrell","language":"English","origin":"Lapsed Spring 2024","domain_1":"ballys.com","individual_id":"317654","area_code":"401","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502445","time_zone":"2","province":"RI","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"11 March 2025 VM\r\n19 March 2025 VM\r\n01 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\nLN \/ 08 December 2025 Disconnected number","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T10:55:00-05:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25O01531","temp_intcode_for_auto_old_int_code":"16","organization_id":"317653","last_act_type":"2023-11-21","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"08","npi_email_temp":"afarrell@ballys.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"seriesid":"163"}
{"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":"254923.0","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","latest_paid_thru":"2020-07-31"}},"seriesid":"163"}
{"contact":{"id":"10867","email":"parenteau83@icloud.com","first_name":"Penny","last_name":"Parenteau","phone":"2507883955","orgname":"Saulteau First Nations","customer_acct_name":"Saulteau First Nations","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500329","province":"BC","extension_phone_1":"228","full_name":"Penny Parenteau","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"145994","area_code":"250","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00041","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-07-05","new_member_date_2":"2009-05-20","no_email_solicitation":"FALSE","pds_march":"6","intcode":"21","blocnote":"22 May 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T12:08:00-04:00","pipeline_2_members_only_ast":"","old_int_code":"12","organization_id":"155587","pds_july":"6","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"LB2500329","temp_intcode_for_auto_old_int_code":"21","pds_august":"6","pds_september":"6","last_conf_date_type":"2019-06-12","last_act_type":"2022-12-09","pcl_status":"F","pcl_completion_date":"2014-09-04","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"parenteau83@icloud.com","pcl_completion_date_5":"2019-09-04","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31","company_paid_thru":"2022-07-31","corp_cancel_date":"2022-10-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31383","email":"utkarshkhattri1998@gmail.com","first_name":"Utkarsh","last_name":"Khattri","phone":"4165952581","orgname":"Hyatt Regency Toronto on King","customer_acct_name":"Hyatt Regency Toronto on King","tags":"WR250326, 250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"336390","full_name":"Utkarsh Khattri","members_type":"CORP","new_member_date_2":"2024-04-09","city_1":"Guelph","province":"ON","phone_2":"4372561242","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","coidnewmbrdate":"2012-11-20","origin":"Lapsed members","found":"individual id","date_of_renewal_identification":"2026-05-28","area_code":"416","time_zone":"2","language":"English","organization_id":"208552","canceldate":"2025-03-19","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2507578","last_infoline_date_type":"2025-07-29","last_act_type":"2025-07-29","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2024-06-20","pf1_status":"P","pf1_completion_date":"2024-08-21","pf2_status":"P","pf2_completion_date":"2024-10-02","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2507578","old_do_id":"L25C00461","npi_email_temp":"utkarshkhattri1998@gmail.com","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"10307","email":"louie2reotiras@gmail.com","first_name":"Louie","last_name":"Reotiras","phone":"4035859339","orgname":"East-West College","customer_acct_name":"East-West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07172","province":"AB","full_name":"Louie Jay Reotiras","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"300795","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500152","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":"L25C07172","phone_2":"5874352617","last_act_type":"2021-03-05","pcl_status":"P","pcl_completion_date":"2021-07-26","pf1_status":"P","pf1_completion_date":"2021-10-24","pf2_status":"P","pf2_completion_date":"2022-01-02","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"louie2reotiras@gmail.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"7899","email":"trutsatz@docbc.ca","first_name":"Tammy","last_name":"Rutsatz","phone":"2506742257","orgname":"District of Clearwater","customer_acct_name":"District of Clearwater","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed","ip4":"0.0.0.0","fields":{"extension_phone_1":"107","full_name":"Tammy Rutsatz, PCP","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2019-11-07","domain_1":"docbc.ca","individual_id":"231377","area_code":"250","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2024-11-22","old_do_id":"LB2502157","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Renewed lapsed","members_type":"PRO","date_of_renewal_identification":"2025-04-25","new_member_date_2":"2024-01-15","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2507560","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"2","phone_2":"2506748111","pds_september":"2","last_infoline_date_type":"2025-01-24","last_act_type":"2026-01-19","pcl_status":"P","pcl_completion_date":"2015-07-06","pf1_status":"P","pf1_completion_date":"2017-06-22","pf2_status":"P","pf2_completion_date":"2024-05-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-12-01","number_of_passed_courses":"4","pds_october":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"trutsatz@docbc.ca","pcl_completion_date_5":"2020-07-06","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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":"2019-01-07","last_act_type":"2026-02-20","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","latest_paid_thru":"2025-03-31"}},"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","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"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","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"9672","email":"brendan_maraj@hotmail.com","first_name":"Brendan","last_name":"Maraj","phone":"7809409786","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":"Brendan Maraj","language":"English","origin":"Lapsed Spring 2024","individual_id":"318894","region":"CDN","lead_status":"Refused","old_do_id":"L25C06547","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7809409786","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-01-05","intcode":"06","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:12:00-05:00","paid_thru":"2023-10-31","new_member_date_2":"2022-11-24","temp_do_id_for_auto_old_do_id":"LB2504559","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","pf2_status":"P","pf2_completion_date":"2023-11-20","number_of_passed_courses":"3","onesentencenotrenewed":"","trc":"True","wera":"False","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","do_id":"LB2504559","npi_email_temp":"brendan_maraj@hotmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"8104","email":"1047318645@qq.com","first_name":"Ziyang","last_name":"Wang","phone":"6478773699","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":"L25C06849","full_name":"Ziyang Wang","language":"English","origin":"2023 lapsed Members","domain_1":"qq.com","lapsed_expiration_date":"2023-02-02","individual_id":"308126","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503070","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6478773699","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T08:49:00-05:00","intcode":"06","canceldate":"2023-02-02","paid_thru":"2022-11-30","new_member_date_2":"2021-12-13","temp_do_id_for_auto_old_do_id":"L25C06849","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-06-04","pcl_status":"F","pcl_completion_date":"2022-04-21","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"11","trc":"False","wera":"False","npi_email_temp":"1047318645@qq.com","pcl_completion_date_5":"2027-04-21","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"8832","email":"cherishdelacruz@gmail.com","first_name":"Cherish","last_name":"Cruz","phone":"9058281212","orgname":"Master Lock Canada","customer_acct_name":"Master Lock Canada","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502062","extension_phone_1":"8224","full_name":"Cherish De la Cruz","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2013-05-29","email2":"apinquiry@mlock.com","area_code":"800","region":"CDN","lead_status":"Refused","old_do_id":"C16188","time_zone":"2","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"215746","canceldate":"2020-06-01","members_type":"AST","new_member_date_2":"2013-05-29","no_email_solicitation":"False","pds_march":"7","province":"ON","intcode":"21","blocnote":"13 May 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T14:08:00-04:00","old_int_code":"12","pds_july":"7","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"LB2502062","temp_intcode_for_auto_old_int_code":"21","pds_august":"7","phone_2":"6474027450","pds_september":"7","last_infoline_date_type":"2018-09-26","last_act_type":"2019-11-03","pcl_status":"P","pcl_completion_date":"2013-10-07","pf1_status":"P","pf1_completion_date":"2014-07-28","number_of_passed_courses":"2","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"cherishdelacruz@gmail.com","pcl_completion_date_5":"2018-10-07","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31"}},"seriesid":"163"}
{"contact":{"id":"14684","email":"ewa.ladosz@kmstools.com","first_name":"Ewa","last_name":"Ladosz","phone":"6045225599","orgname":"KMS Tools &  Equipment","customer_acct_name":"KMS Tools &  Equipment","tags":"241016 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"extension_phone_1":"288","full_name":"Ewa Ladosz","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-01-25","domain_1":"kmstools.com","attended_webinar":"Yes","do_id":"L25O02136","individual_id":"259448","members_type":"CORP","time_zone":"5","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501963","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 26 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T16:24:00-04:00","paid_thru":"2019-12-31","temp_do_id_for_auto_old_do_id":"L25O02136","temp_intcode_for_auto_old_int_code":"6","organization_id":"260011","pds_august":"3","phone_2":"6045540042","pds_september":"3","last_infoline_date_type":"2019-01-18","last_act_type":"2019-01-18","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"ewa.ladosz@kmstools.com","formatted_paid_thru":"31\/12\/2019","latest_paid_thru":"2019-12-31","company_paid_thru":"2019-12-31","corp_cancel_date":"2020-03-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"28945","email":"kerrigodin10@yahoo.ca","first_name":"Kerri","last_name":"Cooper","phone":"5197510444","orgname":"National Refrigeration & Air Conditioning Canada Corp","customer_acct_name":"National Refrigeration & Air Conditioning Canada Corp","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0290","full_name":"Kerri Cooper, CHRP","members_type":"AST","city_1":"Brantford","province":"ON","language":"English","phone_2":"5197575709","lead_status":"Renewed APX","new_member_date_2":"2016-08-21","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"245804","no_email_solicitation":"False","area_code":"519","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T13:06:00-04:00","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":"AST0290","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2026-04-13","last_act_type":"2026-04-13","telemarketing_call_date":"2026-05-22","sendaigeneral":"2025-10-16T10:09:00-04:00","sendoctoberemail":"2025-10-16T10:09:22-04:00","sendaidate":"2025-12-01T10:13:53-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T10:09:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","pcl_status":"P","pcl_completion_date":"2016-12-04","pf1_status":"P","pf1_completion_date":"2017-05-21","pf2_status":"P","pf2_completion_date":"2017-12-10","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"kerrigodin10@yahoo.ca","pcl_completion_date_5":"2021-12-04","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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":"2021-09-12","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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31336","email":"stephanie_zsb@hotmail.com","first_name":"Shu","last_name":"Zhang","phone":"6478338511","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Shu Bing Zhang, PLP","members_type":"PRO","city_1":"Oakville","province":"ON","phone_2":"6478338511","pipeline_2_members_only_ast":"","new_member_date_2":"2006-12-19","cpa_certification":"CPM","no_email_solicitation":"False","pds_march":"8","area_code":"647","time_zone":"2","language":"English","intcode":"32","pipeline_1_lapsed_members":"","individual_id":"111415","blocnote":"July 14 2025 completed","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","dhmsfin_telemarketing_last_contacted_date":"2025-07-14T13:10:00-04:00","full_name_2":" ","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02303","lead_status":"Not Relevant","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2507335","temp_intcode_for_auto_old_int_code":"32","cert_status":"ACTIVE","pds_august":"8","pds_september":"8","last_infoline_date_type":"2024-09-26","last_act_type":"2026-12-01","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2008-04-11","pf1_status":"P","pf1_completion_date":"2007-08-23","pf2_status":"P","pf2_completion_date":"2008-01-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-11-23","number_of_passed_courses":"4","pds_october":"8","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"stephanie_zsb@hotmail.com","pcl_completion_date_5":"2013-04-11","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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":"2024-08-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ingrid.minpang@auf.org","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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, TMAI","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":"06","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\n2026-05-08 invalid phone destination, phone: +14032261193\n2026 May 08 call went to voicemail, no contact made\n2026-05-11 invalid phone destination, phone: +14032261193\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 invalid phone destination, phone: +14032261193\n2026 May 13 call reached voicemail, no contact made\n2026-05-15 invalid phone destination, phone: +14032261193\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","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":"06","last_act_type":"2022-07-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tobimebude@gmail.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bd55bb6750cfc13db5c71458dd7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bd55bb6750cfc13db5c71458dd7","npi_transcriptsummary":"The call was not answered and went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No"}},"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":"2024-08-04","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"29934","email":"angela@weavertechnical.com","first_name":"Angela","last_name":"Fyfe","phone":"7782333009","orgname":"Weaver Technical Corp","customer_acct_name":"Weaver Technical Corp","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0487","full_name":"Angela Fyfe","members_type":"AST","city_1":"Chemainus","province":"BC","language":"English","phone_2":"7788886500","lead_status":"Renewed APX","new_member_date_2":"2022-04-29","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"311615","no_email_solicitation":"False","area_code":"778","time_zone":"5","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T14:24:00-04:00","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":"AST0487","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-10-10","last_act_type":"2026-08-05","telemarketing_call_date":"2026-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:32-05:00","npi_email_temp":"angela@weavertechnical.com","pcl_status":"E","pf1_status":"E","pf2_status":"E","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"5722","email":"mariannab@addatech.ca","first_name":"Marianna","last_name":"Bilotta","phone":"4506828674","orgname":"Adda Tech Systems Inc.","customer_acct_name":"Adda Tech Systems Inc.","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":"L25O00030","province":"QC","full_name":"Marianna Bilotta","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2022-02-22","domain_1":"addatech.ca","attended_webinar":"No","lapsed_expiration_date":"2023-02-01","individual_id":"310373","time_zone":"2","area_code":"888","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO01039","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","intcode":"06","blocnote":"12 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T12:44:00-05:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00030","temp_intcode_for_auto_old_int_code":"6","organization_id":"310374","phone_2":"4506828674","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mariannab@addatech.ca","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-02-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"14657","email":"dschaffer@healthhubsolutions.ca","first_name":"Debbie","last_name":"Schaffer","phone":"8662233686","orgname":"HealthHub Patient Engagement Solutions Inc.","customer_acct_name":"HealthHub Patient Engagement Solutions Inc.","tags":"payrollcompliance visited, payroll.ca visited, 241016 CDN, 250205 AST Members, 250903 Update AST from Mem Portal, npiAlert16, 2512 Active AST approached, TMAI","ip4":"0.0.0.0","fields":{"extension_phone_1":"852","full_name":"Debbie Schaffer","language":"English","origin":"WINTER 2021 WW","domain_1":"healthhubsolutions.ca","do_id":"L25A03013","time_zone":"2","area_code":"877","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-10-14","members_type":"AST","city_1":"Regina","province":"SK","phone_2":"9058219950","new_member_date_2":"2007-02-02","pipeline_2_members_only_ast":"","individual_id":"112836","no_email_solicitation":"False","pds_march":"6","intcode":"0","blocnote":"14 oct - completed with both emails sent\n2026 May 08 call reached voicemail, no human contact\n2026-05-08 invalid phone destination, phone: +13067898932","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:57-04:00","resources_tools_may":"1","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"6","pds_july":"6","paid_thru":"2026-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"6","temp_do_id_for_auto_old_do_id":"L25A03013","temp_intcode_for_auto_old_int_code":"08","pds_september":"6","last_infoline_date_type":"2025-12-16","last_act_type":"2025-12-16","telemarketing_call_date":"2025-10-14","sendaigeneral":"2025-10-14T13:02:00-04:00","sendoctoberemail":"2025-10-14T13:02:57-04:00","sendaidate":"2025-12-01T10:13:41-05:00","email2":"","full_name_2":" ","sendmayemail":"2025-10-14T16:56:00-04:00","value_designation":"Yes","mini_nps":"4","testimonial":"She will prepare it on her own","testimonialagree":"Yes","testimonialrefusal":"","old_int_code":"08","pcl_status":"P","pcl_completion_date":"2007-05-29","pf1_status":"P","pf1_completion_date":"2008-01-04","pf2_status":"F","pf2_completion_date":"2023-07-26","number_of_passed_courses":"2","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"dschaffer@healthhubsolutions.ca","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST1267","pcl_completion_date_5":"2012-05-29","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:22-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was made to reach Debbie but was answered by a voicemail system stating all agents were busy. The agent left a message and did not connect with a human.","aitm_callsummarytitle":"Voicemail reached, no human contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_0d0372971d62678835dae88d88f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0d0372971d62678835dae88d88f"}},"seriesid":"163"}
{"contact":{"id":"28836","email":"keepbooks@telus.net","first_name":"Eileen","last_name":"Williams","phone":"6048868440","orgname":"Acebooks","customer_acct_name":"Acebooks","tags":"250205 AST Members, npiAlert1, npiAlert12, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1525","full_name":"Eileen Williams","members_type":"AST","city_1":"Gibsons","province":"BC","language":"English","phone_2":"7783255548","lead_status":"Renewed APX","new_member_date_2":"2017-12-11","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"161325","canceldate":"2014-12-15","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T12:03:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"WITHDRAWN","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1525","temp_intcode_for_auto_old_int_code":"06","last_engaged_date":"2025-11-10","last_infoline_date_type":"2018-03-22","last_act_type":"2025-11-20","telemarketing_call_date":"2026-05-01","sendaigeneral":"2025-10-16T09:44:00-04:00","sendoctoberemail":"2025-10-16T09:44:25-04:00","sendaidate":"2025-12-01T10:13:54-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T09:45:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"99","pcl_status":"P","pcl_completion_date":"2010-03-08","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":"2010-10-27","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-22","sendpreexpirationemail":"2025-11-10T12:10:00-05:00","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":"","trc":"False","wera":"False","npi_email_temp":"keepbooks@telus.net","pcl_completion_date_5":"2015-03-08","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"8812","email":"rajnimulvanshi29@gmail.com","first_name":"Rajni","last_name":"Mulvanshi","phone":"4039263305","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":"L25C06916","full_name":"Rajni Mulvanshi","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"306351","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503366","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4039187507","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC \/ 06 November 2025 Busy couldn't talk","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T17:14:00-05:00","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":"No","npichallenges":"No","expectationsnotmet":"Yes","membershipcost":"Yes","membershipcostspecify":"Financial factors when had to redo courses.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am not in payroll now but I am looking for a job in payroll.","hardtoparticipateevents":"No","engagingstrategiesspecify":"I would like more resources for finding a job and lower prices when redoing courses.","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"16","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2022-12-02","paid_thru":"2022-09-30","new_member_date_2":"2021-10-19","temp_do_id_for_auto_old_do_id":"L25C06916","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2021-10-18","pcl_status":"F","pcl_completion_date":"2022-02-06","number_of_passed_courses":"0","old_int_code":"08","trc":"False","wera":"False","npi_email_temp":"rajnimulvanshi29@gmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"28897","email":"nlew@beachgrovegolf.com","first_name":"Natalie","last_name":"Lew","phone":"6049431155","orgname":"Beach Grove Golf Club","customer_acct_name":"Beach Grove Golf Club","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00245","old_do_id":"AST1536","full_name":"Natalie Wolfe Lew","members_type":"AST","city_1":"Delta","province":"BC","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2022-05-06","individual_id":"312721","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","area_code":"604","time_zone":"5","intcode":"03","blocnote":"May 28 2025 in a meeting\r\nAug 12 2025 not available\r\nLN Oct 21 2025 not available\n2026 May 08 call reached automated system at Beech Grove Golf Club, no human contact made\n2026 May 11 call reached automated system at Beech Grove Golf Club, navigated menu but no human reached\n2026 May 13 call reached automated system, voicemail prompt received, call ended by agent\n2026 May 13 call reached uninitialized voicemail service\n2026 May 15 call reached automated system, call transfer failed, message left, call ended by agent\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached automated system, no message left, call ended by agent\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached Heather at Beach Grove Golf Club; Natalie unavailable, no message left\n2026 May 25 call reached gatekeeper Heather; Natalie not available, callback planned","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:06-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00245","temp_intcode_for_auto_old_int_code":"03","phone_2":"6043095045","last_infoline_date_type":"2024-03-15","last_act_type":"2024-03-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nlew@beachgrovegolf.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-25T14:07:06-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"10","npi_transcriptsummary":"The agent called Beech Grove Golf Club and spoke with Heather, who informed that Natalie was not available. The agent left a message indicating they would try to call back another time and ended the call.","aitm_callsummarytitle":"Call reached gatekeeper, callback planned","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5eac4ebe482f04a4183c9aeaa08","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5eac4ebe482f04a4183c9aeaa08","number_of_calls_reached":"4"}},"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","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"10257","email":"dfchronicles@hotmail.com","first_name":"Deborah","last_name":"Klassen","phone":"2043266471","orgname":"Hanover School Division","customer_acct_name":"Hanover School Division","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500596","province":"MB","full_name":"Deborah Klassen","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"240556","area_code":"204","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"CNPIRETP00173","time_zone":"3","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-03-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"may 21 2025 no on e by that name ( spoke to payroll no one was ever a member","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T12:40:00-04:00","old_int_code":"12","paid_thru":"2021-12-31","new_member_date_2":"2016-01-27","temp_do_id_for_auto_old_do_id":"LB2500596","temp_intcode_for_auto_old_int_code":"21","phone_2":"2043718640","last_act_type":"2023-01-08","pcl_status":"P","pcl_completion_date":"2016-06-07","pf1_status":"P","pf1_completion_date":"2017-01-22","pf2_status":"P","pf2_completion_date":"2019-03-03","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","npi_email_temp":"dfchronicles@hotmail.com","pcl_completion_date_5":"2021-06-07","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"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","latest_paid_thru":"2022-06-30","company_paid_thru":"2022-06-30","corp_cancel_date":"2022-09-02","company_status":"I"}},"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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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":"2025-04-03","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","latest_paid_thru":"2024-12-31"}},"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":{"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":"2023-06-01","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","latest_paid_thru":"2023-10-31"}},"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
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{"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, TMAI","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":"06","blocnote":"12 May 2025 VM\r\n05 September 2025 Number not in service\n2026-05-08 Dial no answer, phone: +13069780744\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 Dial no answer, phone: +13069780744\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 Dial no answer, phone: +13069780744\n2026 May 13 call reached voicemail, no contact made\n2026-05-15 Dial no answer, phone: +13069780744\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:39-04:00","paid_thru":"2020-02-29","old_int_code":"05","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25A02591","temp_intcode_for_auto_old_int_code":"06","phone_2":"3062205861","last_infoline_date_type":"2018-05-14","last_act_type":"2025-08-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tam.custom@shaw.ca","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a71405873593137f4c6734eba61","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a71405873593137f4c6734eba61","npi_transcriptsummary":"The call was not answered and was forwarded to voicemail immediately upon dialing.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
{"contact":{"id":"8791","email":"amen_pepper@yahoo.com","first_name":"Christopher","last_name":"Amen","phone":"5872015272","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07154","province":"AB","full_name":"Christopher Amen","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"301672","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500155","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","paid_thru":"2022-05-31","new_member_date_2":"2021-06-04","temp_do_id_for_auto_old_do_id":"L25C07154","phone_2":"5872015272","last_act_type":"2021-04-06","pcl_status":"P","pcl_completion_date":"2021-08-22","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":"amen_pepper@yahoo.com","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
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{"contact":{"id":"9649","email":"dalya.shaheen@gmail.com","first_name":"Dalya","last_name":"Shaheen","phone":"4165455552","orgname":"FCB","customer_acct_name":"FCB","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P00033","province":"ON","full_name":"Dalya Shaheen","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"260088","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00210","time_zone":"2","members_type":"PRO","canceldate":"2023-03-02","new_member_date_2":"2018-08-31","pipeline_1_lapsed_members":"Refused Lapsed","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","intcode":"07","blocnote":"May 20 2025 line busy\r\nAug 6 2025 line busy\r\nLN Oct 2 2025 number not found, line busy","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T11:16:00-04:00","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":"L25P00033","temp_intcode_for_auto_old_int_code":"7","phone_2":"4168092366","last_infoline_date_type":"2021-07-06","last_conf_date_type":"2021-06-09","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2018-05-06","pf1_status":"P","pf1_completion_date":"2018-08-12","pf2_status":"P","pf2_completion_date":"2018-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-02","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"dalya.shaheen@gmail.com","pcl_completion_date_5":"2023-05-06","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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":"2023-03-07","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","latest_paid_thru":"2023-01-31"}},"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, TMAI","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":"06","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail for Brian Bradley, no contact with Brianne\n2026 May 15 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","canceldate":"2024-04-02","new_member_date_2":"2021-02-18","no_email_solicitation":"FALSE","notrenewedwanttorenew":"No","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":"06","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","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail.","aitm_callsummarytitle":"Voicemail reached, no human answer","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a83e97728bba56968219d0e8087","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a83e97728bba56968219d0e8087"}},"seriesid":"163"}
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{"contact":{"id":"31356","email":"gabipascu@gmail.com","first_name":"Gabriela","last_name":"Pascu","phone":"7783001850","orgname":"HootSuite Media Inc.","customer_acct_name":"HootSuite Media Inc.","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"201744","full_name":"Gabriela Pascu, PCP","members_type":"PRO","lead_status":"Not Relevant","coidnewmbrdate":"2024-09-24","city_1":"Coquitlam","province":"BC","language":"English","phone_2":"6049398952","pipeline_1_lapsed_members":"","new_member_date_2":"2025-09-15","area_code":"778","time_zone":"5","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","blocnote":"Apr 16 2025 vm  July 9 2025 vm\r\nLN Sept 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T13:40:00-04:00","pipeline_2_members_only_ast":"","pds_july":"5","temp_do_id_for_auto_old_do_id":"LB2505205","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-08-31","pds_august":"5","old_do_id":"L25P00293","old_int_code":"6","pds_september":"5","last_infoline_date_type":"2024-09-27","last_act_type":"2026-12-01","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2013-11-05","pf1_status":"P","pf1_completion_date":"2014-09-25","pf2_status":"P","pf2_completion_date":"2015-04-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-04-23","number_of_passed_courses":"4","pds_october":"5","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"5","npi_email_temp":"gabipascu@gmail.com","pcl_completion_date_5":"2018-11-05","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"12014","email":"robinc@associateclinic.com","first_name":"Robin","last_name":"Cullis","phone":"4032214411","orgname":"Associate Clinic","customer_acct_name":"Associate Clinic","tags":"CSV imported, 241010 CDN, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Robin Cullis","language":"English","origin":"Lapsed Spring 2024","domain_1":"associateclinic.com","do_id":"LB2502448","individual_id":"260579","members_type":"AST","time_zone":"4","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001211","province":"AB","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","cpa_certification":"PCP","new_member_date_2":"2018-02-13","no_email_solicitation":"FALSE","cert_status":"PENDING","intcode":"21","blocnote":"May 23 2025 Robin no longer employed at this business.","dhmsfin_telemarketing_last_contacted_date":"2025-05-23T11:31:00-04:00","pipeline_2_members_only_ast":"","old_int_code":"12","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"LB2502448","temp_intcode_for_auto_old_int_code":"21","phone_2":"4032565492","last_act_type":"2022-12-20","pcl_status":"P","pcl_completion_date":"2018-06-03","pf1_status":"P","pf1_completion_date":"2018-12-24","pf2_status":"P","pf2_completion_date":"2019-12-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-02-20","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"robinc@associateclinic.com","pcl_completion_date_5":"2023-06-03","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"10209","email":"poojashah547@gmail.com","first_name":"Pooja","last_name":"Shah","phone":"4372206777","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":"L25C06373","full_name":"Pooja Shah","language":"English","origin":"Lapsed Spring 2024","individual_id":"304527","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503614","members_type":"CAND","province":"ON","area_code":"437","time_zone":"2","phone_2":"4372206777","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","intcode":"24","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 Sent her the e-mail for renewal - she will think about it","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:58:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2022-01-07","temp_do_id_for_auto_old_do_id":"L25C06373","temp_intcode_for_auto_old_int_code":"24","last_act_type":"2023-01-26","pcl_status":"P","pcl_completion_date":"2022-05-01","pf1_status":"P","pf1_completion_date":"2022-08-04","pf2_status":"P","pf2_completion_date":"2022-12-21","number_of_passed_courses":"3","onesentencenotrenewed":"","trc":"True","wera":"False","sendapplicationform":"2025-12-10T11:57:00-05:00","old_int_code":"6","npi_email_temp":"poojashah547@gmail.com","pcl_completion_date_5":"2027-05-01","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"29402","email":"teresadidora13@gmail.com","first_name":"Teresa","last_name":"Didora","phone":"2049497000","orgname":"Milnco Insurance","customer_acct_name":"Milnco Insurance","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0374","full_name":"Teresa Didora","members_type":"AST","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2042943891","lead_status":"Renewed APX","new_member_date_2":"2017-02-09","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"250425","no_email_solicitation":"False","pds_march":"1","area_code":"204","time_zone":"3","intcode":"06","blocnote":"May 4 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T10:01:00-04:00","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","extension_phone_1":"542","temp_do_id_for_auto_old_do_id":"AST0374","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_infoline_date_type":"2025-07-31","last_act_type":"2026-10-02","telemarketing_call_date":"2026-05-04","pcl_status":"P","pcl_completion_date":"2017-06-04","pf1_status":"P","pf1_completion_date":"2018-06-10","pf2_status":"P","pf2_completion_date":"2020-04-26","sendaigeneral":"2025-10-30T12:50:00-04:00","sendoctoberemail":"2025-10-30T12:50:46-04:00","sendaidate":"2025-12-01T10:14:39-05:00","email2":"","full_name_2":" ","sendmayemail":"2025-10-30T12:52:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"99","last_engaged_date":"2025-10-30","number_of_passed_courses":"3","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"teresadidora13@gmail.com","date_of_renewal_identification":"2026-02-13","pcl_completion_date_5":"2022-06-04","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"10201","email":"karla.adelaide@hotmail.com","first_name":"Karla","last_name":"Galdino","phone":"6476244028","orgname":"Simalex Manufacturing Co.Ltd.","customer_acct_name":"Simalex Manufacturing Co.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":"LB2503525","full_name":"Karla Galdino","language":"English","origin":"Lapsed Spring 2024","individual_id":"316786","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001660","members_type":"CAND","province":"BC","area_code":"647","time_zone":"2","phone_2":"6476244028","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 14 2025 vm\r\nMar 21 2025 survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-21T14:11:00-04:00","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":"Yes","npichallengesspecify":"It was difficult to read all material.","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"I would like a video to explain courses","mini_nps":"3","age_range":"Prefers not to say","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-09-14","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":"LB2503525","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-13","pcl_status":"F","pcl_completion_date":"2023-01-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"karla.adelaide@hotmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"293410","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","blocnote":"Apr 30 2026 vm  May 21 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:52:00-04:00","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":"06","date_of_renewal_identification":"2025-09-25","last_infoline_date_type":"2022-12-21","last_conf_date_type":"2023-07-12","last_act_type":"2025-02-09","telemarketing_call_date":"2026-05-21","number_of_passed_courses":"0","old_int_code":"99","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:07-05:00","npi_email_temp":"nachterberg@fwtimber.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Karin Hiscock, CEBS","members_type":"AST","new_member_date_2":"2025-03-17","city_1":"Pickering","province":"NS","language":"English","phone_2":"4167796836","lead_status":"Refused","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm\r\nMay 8 2026 vm\r\nMay 13 2026 vm\r\nMay 20 2026 vm\r\nMay 22 2026 vm\r\nMay 25 2026 vm\r\nMay 28 2026 vm\r\nJune 1 2026 vm","last_engaged_date":"2025-10-01","individual_id":"348586","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T16:00:00-04:00","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","temp_do_id_for_auto_old_do_id":"L25A03059","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-10-28","last_act_type":"2025-06-11","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","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","ln_entered_date":"2026-05-03","old_do_id":"L25A03059","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called on behalf of the National Payroll Institute to speak with Karin Hiscock about her Associate membership but was unable to reach her. The contact requested to have their number removed from the mailing and contact list, ending the call shortly after.","aitm_callsummarytitle":"Contact requested removal from contact list","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_a2034c3e0f6485993ac02f164a2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a2034c3e0f6485993ac02f164a2","mini_nps":"1","onesentencenotrenewed":"Contact requested removal from mailing and contact list, indicating no interest in renewal.","initialvalue":"Other","othermemberbenefit":"Requested removal from contact list","old_int_code":"11","astotherreasonsnottorenew":"Requested removal from contact list","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"9616","email":"augusta.costa@outlook.com","first_name":"Augusta","last_name":"Costa","phone":"5147077172","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":"L25C06672","full_name":"Augusta Gon\u00e7alves Da Costa","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"300325","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503105","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5147077172","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","intcode":"10","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","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T13:36:00-04:00","paid_thru":"2023-03-31","new_member_date_2":"2021-04-19","temp_do_id_for_auto_old_do_id":"L25C06672","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2022-03-13","old_int_code":"6","pcl_status":"P","pcl_completion_date":"2021-08-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"augusta.costa@outlook.com","pcl_completion_date_5":"2026-08-18","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"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, 260522 Lapsed DEL","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":"2026-10-02","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":"2026-06-01","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","corp_cancel_date":"2026-03-03","company_status":"I"}},"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":{"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":"2023-12-01","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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"7981","email":"xiaonaellyzhang@gmail.com","first_name":"Xiaona","last_name":"Zhang","phone":"4168935297","orgname":"Scotiabank","customer_acct_name":"Scotiabank","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02440","full_name":"Xiaona Zhang","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-03-07","individual_id":"261445","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503005","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-05-04","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2018-03-07","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","province":"ON","time_zone":"2","paid_thru":"2021-02-28","intcode":"15","blocnote":"Aug 13 2025 vm\r\nLN Oct 31 2025 vm\n2026 May 08 call reached voicemail, no conversation.\n2026 May 08 call disconnected early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:22-04:00","temp_do_id_for_auto_old_do_id":"L25A02440","temp_intcode_for_auto_old_int_code":"15","phone_2":"4168935297","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2018-05-22","pf1_status":"P","pf1_completion_date":"2018-07-16","pf2_status":"P","pf2_completion_date":"2018-09-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-12-11","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"xiaonaellyzhang@gmail.com","pcl_completion_date_5":"2023-05-22","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:46-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was very brief, with the agent attempting to speak with Xiaona but no further conversation occurred before the user hung up.","aitm_callsummarytitle":"Call disconnected early with no conversation","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was busy and did not engage in conversation.","initialvalue":"Other","othermemberbenefit":"No information provided.","astotherreasonsnottorenew":"No conversation to determine reason.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_20b2797328e992731e483ed0853","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_20b2797328e992731e483ed0853","old_int_code":"6"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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":"2026-04-24","last_conf_date_type":"2024-06-19","last_act_type":"2026-04-24","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","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"5701","email":"julie.bariteau@elecso.ca","first_name":"Julie","last_name":"Bariteau","phone":"4507425663","orgname":"Elecso","customer_acct_name":"Elecso","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O00021","province":"QC","full_name":"Julie Bariteau","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2022-01-04","domain_1":"elecso.ca","domain_2":"Elecso.Ca","attended_webinar":"No","lapsed_expiration_date":"2023-03-02","email2":"paye@elecso.ca","individual_id":"308562","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETO00816","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","dhmsfin_telemarketing_last_contacted_date":"2025-02-20T08:57:00-05:00","blocnote":"7 1 25 BV 8 1 25 BV 9 1 25 BV, 14 1 25 SONDAGE FAIT 19 2 25 BV 20 2 25 PAS UTILIS? MIS ACCEPTE DOCS","old_int_code":"14","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00021","temp_intcode_for_auto_old_int_code":"0","organization_id":"308561","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"julie.bariteau@elecso.ca","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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, TMAI","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","individual_id":"218872","time_zone":"5","area_code":"604","region":"CDN","lead_status":"Refused","members_type":"AST","new_member_date_2":"2020-11-10","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-01-05","no_email_solicitation":"FALSE","pds_march":"2","intcode":"01","blocnote":"may 23 2025 vm  Sept 5 2025 vm\n2026 May 08 call reached voicemail of payroll department, no human contact\n2026 May 08 contact refused to renew due to vague answers and no longer pursuing designation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","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":"01","pds_august":"2","phone_2":"7782399177","pds_september":"2","last_infoline_date_type":"2021-08-11","last_act_type":"2021-08-11","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","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:21:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent spoke with Susan regarding her lapsed NPI membership. Susan expressed dissatisfaction with the support she received, particularly with complex payroll questions, and stated she is no longer pursuing her payroll designation. She declined to renew her membership despite the agent's efforts to address her concerns.","aitm_callsummarytitle":"Membership Renewal Refusal Due to Service Dissatisfaction","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_8ad185080bfeddfd67f6b1eef3d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8ad185080bfeddfd67f6b1eef3d","mini_nps":"3","onesentencenotrenewed":"The questions I asked the payroll association were vague and frustrating, and I am no longer pursuing my payroll designation.","initialvalue":"Designation","astotherreasonsnottorenew":"The questions I asked the payroll association were vague and frustrating, and I am no longer pursuing my payroll designation.","old_int_code":"6","age_range":"46-60","date_of_renewal_identification":"","old_do_id":"L25A00027","number_of_calls_reached":"1"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"303038","no_email_solicitation":"False","last_engaged_date":"2025-03-31","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 25 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:56:00-04:00","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":"2025-02-10","date_of_renewal_identification":"2025-10-09","telemarketing_call_date":"2026-05-25","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","latest_paid_thru":"2026-09-30"}},"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":"2024-08-01","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":"2025-11-26T10:17:00-05:00","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"9637","email":"avelar_rebecca@yahoo.com.br","first_name":"Rebecca","last_name":"Beltrao","phone":"6476852418","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Rebecca Beltrao","language":"English","origin":"2023 lapsed Members","individual_id":"300298","region":"CDN","lead_status":"Renewed lapsed","old_do_id":"L25C07239","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2021-12-20","province":"ON","time_zone":"2","members_type":"CAND","paid_thru":"2026-08-31","new_member_date_2":"2025-09-30","temp_do_id_for_auto_old_do_id":"LB2504426","phone_2":"6476852418","date_of_renewal_identification":"2025-10-08","last_act_type":"2025-09-30","pcl_status":"P","pcl_completion_date":"2021-08-29","pf1_status":"P","number_of_passed_courses":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pf1_completion_date":"2025-12-13","npi_email_temp":"avelar_rebecca@yahoo.com.br","pcl_completion_date_5":"2026-08-29","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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":"2021-02-09","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","latest_paid_thru":"2022-08-31"}},"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":"Lapsed Member","old_do_id":"LB2506509","pipeline_1_lapsed_members":"Lapsed Members","members_type":"CAND","city_1":"Smiths Falls","province":"ON","date_of_renewal_identification":"","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":"L25C10040","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","npi_email_temp":"morgan.powell_@hotmail.com","pcl_completion_date_5":"2025-07-05","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","do_id":"L25C10040","pipeline_2_members_only_ast":"","ln_entered_date":"2026-06-02"}},"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","latest_paid_thru":"2025-06-30"}},"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","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"14510","email":"nwabisamrwetyana@gmail.com","first_name":"Nwabisa","last_name":"Tshatshela","phone":"3063260052","orgname":"Dr Mzikayise Tshatshela Medical Professional Corp.","customer_acct_name":"Dr Mzikayise Tshatshela Medical Professional Corp.","tags":"241016 CDN, F24 Absentees, NPIdealed","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Nwabisa Tshatshela","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"296759","time_zone":"3","area_code":"306","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2506720","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","new_member_date_2":"2023-12-04","paid_thru":"2025-11-30","temp_do_id_for_auto_old_do_id":"L25C08571","phone_2":"3063260052","last_act_type":"2025-10-21","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2021-08-29","pf2_status":"F","pf2_completion_date":"2024-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-08","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"L25C08571","pipeline_2_members_only_ast":"","npi_email_temp":"nwabisamrwetyana@gmail.com","canceldate":"2026-02-03","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"10316","email":"louyan77@hotmail.com","first_name":"Yan","last_name":"Lou","phone":"5879697546","orgname":"1926967 Alberta Ltd.","customer_acct_name":"1926967 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":"L25C07644","full_name":"Yan Lou","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"303824","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503279","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"4039263799","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"10","blocnote":"LNC Nov 25 2025 not in call back at 3","paid_thru":"2022-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T12:27:00-05:00","new_member_date_2":"2021-09-03","temp_do_id_for_auto_old_do_id":"L25C07644","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2021-09-29","number_of_passed_courses":"0","old_int_code":"6","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"louyan77@hotmail.com","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"11436","email":"jgrundy@ehlaw.ca","first_name":"Jennifer","last_name":"Grundy","phone":"6135637660","orgname":"Emond Harnden LLP.","customer_acct_name":"Emond Harnden LLP.","tags":"CSV imported, NPIdealed, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"extension_phone_1":"x297","full_name":"Jennifer Grundy","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"11-d\u00e9c-19","domain_1":"ehlaw.ca","do_id":"LB2502230","individual_id":"283752","time_zone":"2","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"C17302","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-02-02","members_type":"AST","intcode":"0","blocnote":"LN \/ 29 October 2025 VM\n2026 May 08 call reached automated system, no human answered, invalid extension entered.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:34-04:00","temp_do_id_for_auto_old_do_id":"LB2502230","temp_intcode_for_auto_old_int_code":"08","last_act_type":"2019-11-12","npi_email_temp":"jgrundy@ehlaw.ca","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:34-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call reached an automated phone system for Amon Harndon LLP, where the agent attempted to enter an extension but was informed it was invalid. The call ended without reaching a human or completing any membership-related tasks.","aitm_callsummarytitle":"Call reached automated system, no human answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f6ded8329b37f87c9ef79ce788c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f6ded8329b37f87c9ef79ce788c","number_of_calls_reached":"1","phone_2":"8885637660"}},"seriesid":"163"}
{"contact":{"id":"8859","email":"megan.tian@gmail.com","first_name":"Mei","last_name":"Tian","phone":"6478916000","orgname":"The Fairmont Empress Hotel","customer_acct_name":"The Fairmont Empress Hotel","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06714","province":"BC","full_name":"Mei Tian","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"311136","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500319","time_zone":"5","members_type":"CAND","phone_2":"6478916000","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T17:16:00-05:00","canceldate":"2023-05-02","paid_thru":"2023-02-28","new_member_date_2":"2022-03-14","temp_do_id_for_auto_old_do_id":"L25C06714","old_int_code":"16","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-12-03","pcl_status":"P","pcl_completion_date":"2022-08-04","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"megan.tian@gmail.com","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"10233","email":"jenna@burovision.com","first_name":"Jenna","last_name":"Berbari","phone":"5144811833","orgname":"Burovision Inc.","customer_acct_name":"Burovision 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":"L25C07049","province":"QC","full_name":"Jenna Berbari","language":"English","origin":"2023 lapsed Members","domain_1":"burovision.com","lapsed_expiration_date":"2022-11-02","individual_id":"304698","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501274","time_zone":"2","members_type":"CAND","phone_2":"5148671386","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"Mar 14 2025 vm\r\nMar 24 2025 vm\r\nApril 2 2025 vm\r\nApril 9 2025 vm\r\nApril 22 2025 vm\r\nMay 5 2025 at lunch\r\nJuly 10 2025 vm\r\nLN Sept 16 2025 on another call, called back vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T15:00:00-04:00","paid_thru":"2022-08-31","new_member_date_2":"2021-09-07","temp_do_id_for_auto_old_do_id":"L25C07049","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-03-09","pcl_status":"P","pcl_completion_date":"2022-01-16","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jenna@burovision.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10324","email":"kfraser@northperth.ca","first_name":"Kelly","last_name":"Fraser","phone":"5192922051","orgname":"The Municipality of North Perth","customer_acct_name":"The Municipality of North Perth","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01522","full_name":"Kelly Fraser","language":"English","origin":"Lapsed Spring 2024","domain_1":"northperth.ca","individual_id":"317118","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502540","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 March 2025 VM\r\n26 March 2025 VM\r\n07 April 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":"2025-10-14T11:02:00-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25O01522","temp_intcode_for_auto_old_int_code":"6","organization_id":"229258","last_act_type":"2022-09-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kfraser@northperth.ca","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"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","latest_paid_thru":"2022-09-30"}},"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":"2024-10-06","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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"8046","email":"kayla.mcguire@energyresourcing.com","first_name":"Kayla","last_name":"McGuire","phone":"4034794651","orgname":"Energy Resourcing Canada","customer_acct_name":"Energy Resourcing Canada","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07575","full_name":"Kayla McGuire","language":"English","origin":"2023 lapsed Members","domain_1":"energyresourcing.com","lapsed_expiration_date":"2021-11-02","individual_id":"291934","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500023","time_zone":"4","pipeline_1_lapsed_members":"Lapsed Members","members_type":"CAND","temp_do_id_for_auto_old_do_id":"L25C07575","canceldate":"2021-11-02","new_member_date_2":"2020-09-24","paid_thru":"2021-08-31","province":"AB","phone_2":"4034794651","last_act_type":"2020-09-24","pcl_status":"P","pcl_completion_date":"2021-01-10","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kayla.mcguire@energyresourcing.com","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31"}},"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","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"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","latest_paid_thru":"2025-03-31"}},"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":{"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","latest_paid_thru":"2025-07-31"}},"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":"2019-04-10","last_conf_date_type":"2021-06-09","last_act_type":"2025-02-06","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"8854","email":"christi.pettitt@cloughgroup.com","first_name":"Christi","last_name":"Pettitt","phone":"8323680872","orgname":"Clough Canada","customer_acct_name":"Clough 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":"L25C07646","province":"TX","full_name":"Christi Pettitt","language":"English","origin":"2023 lapsed Members","domain_1":"cloughgroup.com","lapsed_expiration_date":"2022-11-02","individual_id":"305057","area_code":"713","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500008","time_zone":"3","members_type":"CAND","phone_2":"8323680872","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T16:39:00-05:00","intcode":"06","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-14","temp_do_id_for_auto_old_do_id":"L25C07646","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-11-09","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"16","trc":"False","wera":"False","npi_email_temp":"christi.pettitt@cloughgroup.com","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"10263","email":"travis.dunlop@hcstarck.com","first_name":"Travis","last_name":"Dunlop","phone":"6176305800","orgname":"H.C. Starck Canada Inc","customer_acct_name":"H.C. Starck Canada 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":"L25O01546","full_name":"Travis Dunlop","language":"English","origin":"Lapsed Spring 2024","domain_1":"hcstarck.com","individual_id":"227302","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502541","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Mar 14 2025 number not in service\r\n27 March 2025 VM\r\n01 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T16:13:00-05:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25O01546","temp_intcode_for_auto_old_int_code":"6","organization_id":"122274","pds_august":"3","pds_september":"3","last_infoline_date_type":"2022-09-21","last_act_type":"2023-12-10","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"travis.dunlop@hcstarck.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"16098","email":"janeyingzhu@gmail.com","first_name":"Jie","last_name":"Zhu","phone":"","orgname":"Longo Brothers Fruit Markets","customer_acct_name":"Longo Brothers Fruit Markets","tags":"Fixed deal, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Jie Ying Zhu","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2022-06-20","attended_webinar":"Yes","do_id":"LB2502889","email2":"patrina.simmons@longos.com","individual_id":"209267","time_zone":"2","region":"CDN","lead_status":"Refused","old_do_id":"C16384","pipeline_1_lapsed_members":"Refused Lapsed","members_type":"PRO","canceldate":"2020-06-01","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2020-03-31","new_member_date_2":"2013-11-15","temp_do_id_for_auto_old_do_id":"LB2502889","temp_intcode_for_auto_old_int_code":"21","phone_2":"6473812681","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2013-02-04","pf1_status":"P","pf1_completion_date":"2013-03-21","pf2_status":"P","pf2_completion_date":"2013-04-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-11-15","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"janeyingzhu@gmail.com","pcl_completion_date_5":"2018-02-04","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"May 4 2026 vm\r\nMay 6 2026 vm\r\nMay 12 2026 vm\r\nMay 19 2026 vm\r\nMay 21 2026 vm\r\nMay 25 2026 vm\r\nMay 28 2026 vm\r\nJune 2 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-02T12:10:00-04:00","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":"06","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":"06","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","latest_paid_thru":"2026-03-31"}},"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":"2026-12-02","last_conf_date_type":"2022-06-08","last_act_type":"2026-12-02","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","npi_email_temp":"guitouni.hannoun@gmail.com","pcl_completion_date_5":"2024-06-16","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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":"2025-04-07","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","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
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{"contact":{"id":"9661","email":"mspicer@gasliquids.com","first_name":"Mary","last_name":"Spicer","phone":"5879826484","orgname":"Gas Liquids Engineering Ltd.","customer_acct_name":"Gas Liquids Engineering 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":"L25O01502","full_name":"Mary Spicer","language":"English","origin":"Lapsed Spring 2024","domain_1":"gasliquids.com","individual_id":"306789","area_code":"587","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502565","time_zone":"4","province":"AB","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Mar 13 2025 vm Lucas  Mar 21 2025 vm  April 1 2025 vm  April 8 2025 vm  April 22 2025 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-04-22T12:44:00-04:00","intcode":"0","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01502","temp_intcode_for_auto_old_int_code":"0","organization_id":"306790","last_infoline_date_type":"2023-02-10","last_act_type":"2023-12-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mspicer@gasliquids.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"8043","email":"brandi.r@hotmail.com","first_name":"Brandi","last_name":"Rideout","phone":"5064572398","orgname":"Nature Trust of New Brunswick","customer_acct_name":"Nature Trust of New Brunswick","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07231","province":"NB","full_name":"Brandi Rideout","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"300244","area_code":"506","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500601","time_zone":"1","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","members_type":"CAND","paid_thru":"2022-03-31","new_member_date_2":"2021-04-19","temp_do_id_for_auto_old_do_id":"L25C07231","phone_2":"5062929169","last_infoline_date_type":"2021-12-14","last_act_type":"2021-12-14","pcl_status":"P","pcl_completion_date":"2021-08-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"brandi.r@hotmail.com","pcl_completion_date_5":"2026-08-18","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
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{"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":"2027-05-31","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","npi_email_temp":"v_bashkatova@yahoo.ca","pcl_completion_date_5":"2023-12-24","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"seriesid":"163"}
{"contact":{"id":"31355","email":"krystal.hartog@gmail.com","first_name":"Krystal","last_name":"Hartog","phone":"7804643700","orgname":"Fountain Tire Corp.","customer_acct_name":"Fountain Tire Corp.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"311594","full_name":"Krystal Hartog, PCP","members_type":"CORP","lead_status":"Not Relevant","coidnewmbrdate":"2001-02-01","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7802372994","pipeline_1_lapsed_members":"","new_member_date_2":"2022-03-30","area_code":"780","time_zone":"4","blocnote":"April 16 2025 She said her company already renewed her membership","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T12:50:00-04:00","canceldate":"2025-03-06","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","old_int_code":"13","organization_id":"43861","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2505947","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","old_do_id":"LB2505947","pds_september":"1","last_infoline_date_type":"2023-10-24","last_act_type":"2026-12-05","company_paid_thru":"2027-01-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2023-09-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-09-21","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"krystal.hartog@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"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","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"14410","email":"anne_babes2015@yahoo.ca","first_name":"Anna","last_name":"Penascosas","phone":"3062093349","orgname":"Global College of Business and Technology","customer_acct_name":"Global College of Business and Technology","tags":"241016 CDN, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"province":"SK","full_name":"Anna Lyn Penascosas","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-02-12","attended_webinar":"Yes","lapsed_expiration_date":"2022-11-02","do_id":"L25C07653","individual_id":"304658","time_zone":"3","area_code":"306","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501758","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":"L25C07653","phone_2":"3062093349","last_act_type":"2021-01-09","pcl_status":"P","pcl_completion_date":"2021-11-28","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"F","pf2_completion_date":"2022-04-05","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"anne_babes2015@yahoo.ca","pcl_completion_date_5":"2026-11-28","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"10210","email":"wleung@centennialcollege.ca","first_name":"Cheuk","last_name":"Kwan (Wendy) Leung","phone":"4167888351","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":"L25C07208","province":"ON","full_name":"Cheuk Kwan (Wendy) Leung","language":"English","origin":"2023 lapsed Members","domain_1":"centennialcollege.ca","lapsed_expiration_date":"2022-07-05","individual_id":"301251","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502818","time_zone":"2","members_type":"CAND","area_code":"416","phone_2":"4167888351","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-04-01T23:07:00-04:00","blocnote":"Mar 14 2025 vm\r\nMar 24 2025 vm\r\nApril 1 2025 survey completed. Send application will review but some of the staff already have membership.\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":"2025-12-04T17:13:00-05:00","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":"Yes","careerchangespecify":"My role is changing and there are people on my staff that are members.","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":"2022-07-05","paid_thru":"2022-04-30","new_member_date_2":"2021-05-17","temp_do_id_for_auto_old_do_id":"L25C07208","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-05-14","old_int_code":"2","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"wleung@centennialcollege.ca","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"7755","email":"suan_chn@yahoo.ca","first_name":"Xiuhong","last_name":"Chen","phone":"9059481671","orgname":"TCCSA","customer_acct_name":"TCCSA","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502066","extension_phone_1":"109","full_name":"Xiuhong Chen","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-04-09","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"C16193","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","individual_id":"262410","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":"2018-04-09","temp_do_id_for_auto_old_do_id":"LB2502066","temp_intcode_for_auto_old_int_code":"21","phone_2":"4164993916","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2018-06-17","pf1_status":"P","pf1_completion_date":"2018-09-02","pf2_status":"P","pf2_completion_date":"2018-10-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-11-20","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"suan_chn@yahoo.ca","pcl_completion_date_5":"2023-06-17","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31"}},"seriesid":"163"}
{"contact":{"id":"30977","email":"dennisedwarddin@yahoo.com","first_name":"Dennis","last_name":"Din","phone":"7803998851","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":"333187","full_name":"Dennis Din","members_type":"CAND","do_id":"L25C00368","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7803998851","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":"L25C00368","last_act_type":"2024-09-09","pcl_status":"P","pcl_completion_date":"2024-03-19","pf1_status":"F","pf1_completion_date":"2024-11-19","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T17:40:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"dennisedwarddin@yahoo.com","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"29996","email":"17sabre@gmail.com","first_name":"Sarah","last_name":"Brenneman","phone":"5197461010","orgname":"Kindred Credit Union","customer_acct_name":"Kindred Credit Union","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST0175","full_name":"Sarah Brenneman","members_type":"AST","city_1":"Kitchener","province":"ON","language":"English","phone_2":"5196982951","lead_status":"Member","new_member_date_2":"2017-05-10","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"252730","no_email_solicitation":"False","area_code":"519","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm\r\nMay 8 2026 vm\r\nMay 13 2026 vm\r\nMay 20 2026 vm\r\nMay 22 2026 vm\r\nMay 26 2026 Line busy\r\nMay 28 2026 vm\r\nJune 2 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-02T11:59:00-04:00","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":"AST0175","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-04-29","telemarketing_call_date":"2025-10-22","sendaigeneral":"2025-10-22T09:28:00-04:00","sendoctoberemail":"2025-10-22T09:28:18-04:00","sendaidate":"2025-12-01T10:13:33-05:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-22T09:29:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"07","pcl_status":"P","pcl_completion_date":"2017-09-03","pf1_status":"P","pf1_completion_date":"2018-12-24","pf2_status":"P","pf2_completion_date":"2019-07-14","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"17sabre@gmail.com","apx_entered_date":"2026-03-16","pcl_completion_date_5":"2022-09-03","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30"}},"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":"2025-02-10","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","latest_paid_thru":"2025-02-28"}},"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":"15","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\n2026 May 08 call ended due to inactivity, no clear communication","sendmayemail":"2025-08-19T15:15:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:04-04:00","full_name_2":" ","temp_do_id_for_auto_old_do_id":"L25A02812","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-02-10","telemarketing_call_date":"2025-08-19","old_int_code":"06","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","latest_paid_thru":"2025-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:04-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Catherine but received only inaudible responses and no clear communication. The call ended due to inactivity without any successful interaction or task completion.","aitm_callsummarytitle":"Unsuccessful call due to inaudible responses","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_519350b8ed6df3ddf688130cd51","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_519350b8ed6df3ddf688130cd51","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30842","email":"info@theriverwoodconservancy.org","first_name":"Brian","last_name":"Packham","phone":"9052795878","orgname":"The Riverwood Conservancy","customer_acct_name":"The Riverwood Conservancy","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332021","full_name":"Brian Packham","members_type":"CAND","do_id":"L25C00296","city_1":"Mississauga","province":"ON","language":"English","phone_2":"6475289706","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-19","area_code":"905","time_zone":"2","blocnote":"LNC Nov 26 2025 Survey completed No longer in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:13:00-05:00","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":"","hardtoparticipateevents":"No","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":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00296","temp_intcode_for_auto_old_int_code":"1","last_infoline_date_type":"2024-02-22","last_act_type":"2024-02-23","pcl_status":"F","pcl_completion_date":"2024-06-04","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":"","npi_email_temp":"info@theriverwoodconservancy.org","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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, TMAI","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":"15","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.\n2026 May 08 contact busy, callback scheduled for 3:30 PM\n2026 May 08 call disconnected early, no renewal discussion - no NPI#","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T15:46:45-04:00","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":"3","age_range":"Preferred not to say","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":"15","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","latest_paid_thru":"2021-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T15:46:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_call_back_date_and_time":"2026-05-08T15:30:00-04:00","npi_call_back_time_hour":"15","npi_call_back_time_minute":"30","npi_transcriptsummary":"The call was very brief and disconnected shortly after the user responded with unclear statements. The agent attempted to speak with Claris but did not complete the conversation or any survey questions.","aitm_callsummarytitle":"Brief call, no renewal discussion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"10","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cbb0571849cab05e3decfe6ad61","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cbb0571849cab05e3decfe6ad61","onesentencenotrenewed":"Call disconnected before any renewal decision was made.","initialvalue":"Other","othermemberbenefit":"No clear reason given due to short call.","astotherreasonsnottorenew":"Call disconnected early, no clear reason given.","number_of_calls_reached":"1"}},"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, TMAI, recall pro","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":"03","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 May 15 call reached automated system at Fanshawe College registrar office; no human contact made.\n2026 May 19 reached voicemail for Chris Steele, intended for Jamey Inwood\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached Fanshawe College automated system, navigated to registrar office, no human reached","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","pds_july":"1","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00203","temp_intcode_for_auto_old_int_code":"03","pds_august":"1","pds_september":"1","last_infoline_date_type":"2023-04-28","last_conf_date_type":"2017-06-13","last_act_type":"2025-02-06","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-21T09:37:06-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was an automated system interaction with Fanshawe College's phone menu, where the caller navigated to the office of the registrar and pressed the pound key to be transferred to the next available representative. The call ended due to inactivity without reaching a human representative.","aitm_callsummarytitle":"Automated system interaction, no human reached","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not reached; call ended at automated system.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"06","prootherreasonsnottorenew":"Contact not reached to discuss renewal.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1526d55881a18c7a3822684b963","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1526d55881a18c7a3822684b963","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"5693","email":"finances@les-coteaux.qc.ca","first_name":"Marco","last_name":"Jean","phone":"4502673531","orgname":"Municipalit\u00e9 des Coteaux","customer_acct_name":"Municipalit\u00e9 des Coteaux","tags":"CSV imported, F24 Webinar registration QC, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O00272","province":"QC","extension_phone_1":"226","full_name":"Marco Jean","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-09-24","domain_1":"les-coteaux.qc.ca","attended_webinar":"Yes","lapsed_expiration_date":"2002-11-22","individual_id":"305565","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00778","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-02-28T13:40:37-05:00","blocnote":"7 1 25 BV OK 19 2 25 BV 20 2 25 BV 28 2 25 BV","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25O00272","temp_intcode_for_auto_old_int_code":"6","organization_id":"305564","phone_2":"4383958240","last_infoline_date_type":"2022-03-25","last_act_type":"2022-10-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"finances@les-coteaux.qc.ca","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"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":"2024-11-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jsaana@gmail.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"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":"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"320781","no_email_solicitation":"False","pds_march":"2","last_engaged_date":"2025-10-01","area_code":"519","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T10:03:00-04:00","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":"06","pds_september":"2","last_infoline_date_type":"2026-04-29","last_act_type":"2026-04-29","telemarketing_call_date":"2026-05-04","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":"99","npi_email_temp":"thawley@town.aylmer.on.ca","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"29837","email":"camenard@alfred-plantagenet.com","first_name":"Caroline","last_name":"M\u00e9nard","phone":"6136734797","orgname":"Township of Alfred-Plantagenet","customer_acct_name":"Township of Alfred-Plantagenet","tags":"payroll.ca visited, 250205 AST Members, inPipeline2, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02977","full_name":"Caroline M\u00e9nard","members_type":"AST","city_1":"Plantagenet","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2025-01-28","pipeline_2_members_only_ast":"","individual_id":"95085","no_email_solicitation":"False","pds_march":"3","area_code":"613","time_zone":"2","intcode":"15","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T09:55:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T13:12:00-04:00","blocnote":"26 May 2025 Completed\n2026 May 08 call reached reception voicemail, no human contact\n2026 May 11 call reached voicemail at Township of Alfred and Plantagenet, Caroline M\u00e9nard unavailable\n2026 May 13 call reached reception voicemail, no human contact\n2026 May 15 contact not available, declined voicemail, will call back later\n2026 May 19 contact reached human Caroline, call started about lapsed membership","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"3","old_int_code":"03","pds_july":"3","paid_thru":"2026-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"3","temp_do_id_for_auto_old_do_id":"L25A02977","temp_intcode_for_auto_old_int_code":"15","last_engaged_date":"2025-10-01","pds_september":"3","last_infoline_date_type":"2024-11-07","last_act_type":"2025-01-28","telemarketing_call_date":"2025-05-26","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:40-05:00","pds_november":"3","npi_email_temp":"camenard@alfred-plantagenet.com","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST0957","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-19T13:12:00-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent reached a human contact named Caroline after navigating through an automated phone system. The agent introduced themselves and the purpose of the call regarding the lapsed Associate membership with the National Payroll Institute.","aitm_callsummarytitle":"Reached Caroline about lapsed membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e3e5ca845dcf08e25560a751479","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e3e5ca845dcf08e25560a751479","onesentencenotrenewed":"Contact not available and agent declined voicemail, will call back later.","mini_nps":"3","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29899","email":"grapevyn@outlook.com","first_name":"Leslie","last_name":"Vine","phone":"4169497070","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1477","full_name":"Leslie Vine","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4169497070","lead_status":"Renewed APX","new_member_date_2":"2014-04-10","last_engaged_date":"2025-12-01","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T14:04:00-04:00","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":"224551","no_email_solicitation":"False","pds_march":"5","area_code":"416","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"5","pds_july":"5","paid_thru":"2027-03-31","old_int_code":"2","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"5","temp_do_id_for_auto_old_do_id":"AST1477","temp_intcode_for_auto_old_int_code":"06","pds_september":"5","last_infoline_date_type":"2024-02-22","last_act_type":"2026-10-03","telemarketing_call_date":"2026-05-06","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:50-05:00","pds_november":"5","npi_email_temp":"grapevyn@outlook.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-03-13","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"10223","email":"priya.lotus@gmail.com","first_name":"Padma","last_name":"Mathanagopal","phone":"7059433257","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":"Padma Mathanagopal","language":"English","origin":"Lapsed Spring 2024","individual_id":"319059","region":"CDN","lead_status":"Refused","old_do_id":"L25C06486","members_type":"CAND","province":"ON","area_code":"705","time_zone":"2","phone_2":"7059433257","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-03","intcode":"21","blocnote":"NOv 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:56:00-05:00","paid_thru":"2023-11-30","new_member_date_2":"2022-12-20","temp_do_id_for_auto_old_do_id":"L25C06486","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-20","pcl_status":"F","pcl_completion_date":"2023-04-02","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":"priya.lotus@gmail.com","pcl_completion_date_5":"2028-04-02","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"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, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Stevens Jean-Philippe","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"5148313950","lead_status":"Refused","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":"L25A01643","pipeline_1_lapsed_members":"Refused Lapsed","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.\n2026 May 08 contact declined to renew citing lack of use of membership benefits.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:28-04:00","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":"3","age_range":"61+","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","latest_paid_thru":"2025-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:28-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted Stevens to discuss his lapsed Associate membership with the National Payroll Institute. Stevens expressed dissatisfaction with the membership and declined to renew, citing insufficient use of the membership benefits. The agent provided information about resources but Stevens remained firm in his decision not to renew.","aitm_callsummarytitle":"Membership Renewal Declined","notrenewedwanttorenew":"No","onesentencenotrenewed":"Did not use the membership enough to justify the fee.","initialvalue":"Stay Current","npi_voicemaildetection":"No","ivrdetector":"No","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_844691075f41a5d68eee08b5c84","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_844691075f41a5d68eee08b5c84","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10752","email":"suzanne_lacombe@hotmail.com","first_name":"Suzanne","last_name":"Lacombe","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503980","full_name":"Suzanne Lacombe","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2016-01-14","lapsed_expiration_date":"2022-03-02","individual_id":"177235","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002547","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-03-02","province":"QC","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2021-12-31","new_member_date_2":"2016-01-14","temp_do_id_for_auto_old_do_id":"LB2503980","temp_intcode_for_auto_old_int_code":"21","phone_2":"6136774099","last_infoline_date_type":"2021-09-09","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-05-11","pf1_status":"P","pf1_completion_date":"2011-08-25","pf2_status":"P","pf2_completion_date":"2011-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-04-11","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"suzanne_lacombe@hotmail.com","pcl_completion_date_5":"2016-05-11","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"13912","email":"lisa@couttsholdings.ca","first_name":"Lisa","last_name":"Mitschke-Kotzer","phone":"3067437339","orgname":"Coutts Holdings Inc.","customer_acct_name":"Coutts Holdings Inc.","tags":"241015 CDN, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Lisa Mitschke-Kotzer, CPA, CA","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2019-09-23","domain_1":"couttsholdings.ca","attended_webinar":"Yes","do_id":"L25A02501","individual_id":"280904","members_type":"AST","time_zone":"5","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502953","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-11-03","new_member_date_2":"2019-09-23","no_email_solicitation":"False","pds_march":"2","province":"SK","pds_july":"2","paid_thru":"2020-08-31","intcode":"06","blocnote":"Aug 14 2025 vm\r\nLN Nov 3 2025 vm\n2026 May 08 call reached voicemail\n2026 May 08 call reached voicemail for Lisa Michky Kopka\n2026 May 11 call reached voicemail for Lisa Michky Kotzer\n2026 May 11 call reached voicemail, no conversation\n2026 May 13 call reached voicemail, no conversation\n2026 May 13 call reached voicemail - no conversation\n2026 May 15 voicemail reached, no human interaction\n2026 May 15 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","temp_do_id_for_auto_old_do_id":"L25A02501","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","phone_2":"3067437339","pds_september":"2","last_infoline_date_type":"2020-06-05","last_act_type":"2020-06-05","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"lisa@couttsholdings.ca","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:30-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail. The agent did not complete the intended conversation or task.","aitm_callsummarytitle":"Voicemail reached, no conversation","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_99b91abfda68d578a8d1c8f5bb3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_99b91abfda68d578a8d1c8f5bb3","notrenewedwanttorenew":"No","mini_nps":"3"}},"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, TMAI","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":"06","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\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:07-04:00","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":"06","pds_august":"1","pds_september":"1","last_infoline_date_type":"2017-06-12","last_act_type":"2024-01-07","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","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-25T13:22:06-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call reached the voicemail of the contact and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"21","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_dd42de057f1fb67b383c1a7eda2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_dd42de057f1fb67b383c1a7eda2","number_of_total_call_attempts":"2"}},"seriesid":"163"}
{"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":"2021-08-06","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","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"10231","email":"pstewartleblanc@gmail.com","first_name":"Paula","last_name":"Stewart-LeBlanc","phone":"5064655636","orgname":"Ganong Bros., Limited","customer_acct_name":"Ganong Bros., Limited","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502527","full_name":"Paula Stewart-LeBlanc","language":"English","origin":"Lapsed Spring 2024","individual_id":"321060","area_code":"506","region":"CDN","lead_status":"Refused","old_do_id":"8","time_zone":"1","province":"NB","members_type":"CORP","phone_2":"4162004865","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"17 March 2025 VM  27 March 2025 VM  07 April 2025 call cannot be completed","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T14:38:00-04:00","intcode":"21","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"LB2502527","temp_intcode_for_auto_old_int_code":"21","organization_id":"21073","last_act_type":"2023-02-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pstewartleblanc@gmail.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"11489","email":"assale.effoua@evopayments.com","first_name":"Assale","last_name":"Effoua","phone":"4042020707","orgname":"EVO Payments International","customer_acct_name":"EVO Payments International","tags":"CSV imported, DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"GA","full_name":"Assale Effoua","language":"English","origin":"2023 lapsed Members 2023 lapsed Members","domain_1":"evopayments.com","lapsed_expiration_date":"2022-03-02","individual_id":"296838","time_zone":"2","do_id":"L25O00395","area_code":"404","region":"US","lead_status":"Lapsed Member","members_type":"CORP","new_member_date_2":"2022-04-14","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 23 2025 vm\r\nAug 8 2025 vm\r\nLN Oct 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T11:41:00-04:00","canceldate":"2022-02-03","temp_do_id_for_auto_old_do_id":"L25O00395","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-07-22","npi_email_temp":"assale.effoua@evopayments.com"}},"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":"2022-12-04","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","latest_paid_thru":"2022-11-30"}},"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":"260522 Lapsed DEL","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":"LB2507645","old_int_code":"10","last_act_type":"2024-06-13","company_paid_thru":"2027-01-31","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","npi_email_temp":"vos.charline1993@gmail.com","pcl_completion_date_5":"2029-10-11","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"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":"2026-02-18","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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"5951","email":"mar.dudemaine@collegefrancais.ca","first_name":"Marie-Pierre","last_name":"Dudemaine","phone":"5144952581","orgname":"Coll\u00e8ge Fran\u00e7ais (1965) Inc.","customer_acct_name":"Coll\u00e8ge Fran\u00e7ais (1965) Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02410","city_1":"MONTREAL","province":"QC","full_name":"Marie-Pierre Dudemaine","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2015-01-22","domain_1":"collegefrancais.ca","lapsed_expiration_date":"2021-12-02","individual_id":"294338","area_code":"514","never_call":"REFUSED","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-25","old_do_id":"LB2501278","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","members_type":"AST","new_member_date_2":"2020-11-02","no_email_solicitation":"FALSE","intcode":"15","blocnote":"12 May 2025 Someone should call in French\r\n05 September 2025 In French\r\nLN \/ 08 December 2025 VM\n2026 May 08 call disconnected early, identity not confirmed, no renewal discussion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25A02410","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2020-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mar.dudemaine@collegefrancais.ca","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact, Marie-Pierre, but the conversation was mostly inaudible and fragmented. The call ended without a clear resolution or completion of the intended survey or renewal discussion.","aitm_callsummarytitle":"Unsuccessful call - identity not confirmed","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear refusal or renewal intent expressed due to inaudible conversation.","initialvalue":"Other","othermemberbenefit":"No information provided","old_int_code":"6","astotherreasonsnottorenew":"Call was disconnected before any reason was provided.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3f0ba43af6490ac8b1c49595433","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3f0ba43af6490ac8b1c49595433","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8096","email":"colleenfleming07@gmail.com","first_name":"Colleen","last_name":"Fleming","phone":"7807326603","orgname":"Nelson Lumber Company","customer_acct_name":"Nelson Lumber Company","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, AI Contacts sent to TM 2026","ip4":"0.0.0.0","fields":{"do_id":"AST02536","full_name":"Colleen Fleming","language":"English","origin":"Lapsed members","explicit_consent_date":"2018-12-11","individual_id":"270141","region":"CDN","lead_status":"Renewed AST","old_do_id":"L25C06290","members_type":"AST","province":"AB","area_code":"780","time_zone":"4","phone_2":"7802783134","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2024-08-02","intcode":"06","blocnote":"April 30 2026 vm\r\nMay 21 2026 vm","pds_july":"2","paid_thru":"2026-11-30","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:26:00-04:00","new_member_date_2":"2025-12-02","temp_do_id_for_auto_old_do_id":"AST02536","temp_intcode_for_auto_old_int_code":"06","pds_august":"2","pds_september":"2","last_infoline_date_type":"2026-01-19","last_conf_date_type":"2023-07-12","last_act_type":"2026-01-19","pcl_status":"P","pcl_completion_date":"2019-04-07","pf1_status":"P","pf1_completion_date":"2020-07-19","pf2_status":"F","pf2_completion_date":"2021-06-14","number_of_passed_courses":"2","pds_october":"2","sendastapplicationform":"2025-11-04T02:42:00-05:00","onesentencenotrenewed":"","trc":"True","wera":"False","pds_november":"2","date_of_renewal_identification":"2025-12-03","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","telemarketing_call_date":"2026-05-21","old_int_code":"99","npi_email_temp":"colleenfleming07@gmail.com","pcl_completion_date_5":"2024-04-07","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29983","email":"smohame4@yahoo.ca","first_name":"Sadia","last_name":"Mohamed","phone":"4162362479","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Zerobounce indication, Exclusion List 250404, 250903 Update AST from Mem Portal, NPI LN sent to TM, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02923","old_do_id":"AST0987","full_name":"Sadia Mohamed","members_type":"AST","city_1":"Etobicoke","province":"ON","language":"English","phone_2":"4162362479","lead_status":"Lapsed Member","zerobounce_reason":"No Valid: abuse","pipeline_2_members_only_ast":"","new_member_date_2":"2018-01-15","time_zone":"2","pipeline_1_lapsed_members":"Non-mailable Lapsed members","individual_id":"259469","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2025-12-31","blocnote":"DEc 8 2025 vm  Dec 15 2025 vm\n2026 Mar 10 call reached voicemail, no conversation\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 call reached voicemail, no message left\n2026 Mar 18 call reached voicemail, no conversation\n2026 Mar 18 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T15:06:42-04:00","intcode":"06","temp_do_id_for_auto_old_do_id":"L25A02923","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-12-15","telemarketing_call_date":"2025-11-10","pcl_status":"P","pcl_completion_date":"2018-04-22","pf1_status":"P","pf1_completion_date":"2019-05-03","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-01-14","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"smohame4@yahoo.ca","canceldate":"2026-03-03","date_of_renewal_identification":"","ler_entered_date":"2026-03-04","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 a human and went directly to voicemail.","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","pcl_completion_date_5":"2023-04-22","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"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":"2025-04-11","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","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","latest_paid_thru":"2026-09-30","cpa_certification":"PCP"}},"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","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"Ongoing member received a call and awaits to the next call","individual_id":"311770","no_email_solicitation":"False","area_code":"763","time_zone":"3","blocnote":"May 4 2026 vm\r\nMay 6 2026 vm\r\nMay 12 2026 vm\r\nMay 19 2026 vm\r\nMay 21 2026 vm\r\nMay 26 2026 vm\r\nMay 28 2026 vm\r\nJune 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T16:11:00-04:00","intcode":"06","last_engaged_date":"2025-10-01","resources_tools_may":"1","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":"AST1278","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-01-13","last_act_type":"2025-04-02","telemarketing_call_date":"2026-06-01","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\/2027","latest_paid_thru":"2027-03-31","date_of_renewal_identification":"2026-05-29"}},"seriesid":"163"}
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{"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","latest_paid_thru":"2022-09-30"}},"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":"2023-10-03","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","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-02-15","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29945","email":"shaileshrampersad@hotmail.com","first_name":"Shailesh","last_name":"Rampersad","phone":"6478184475","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1170","full_name":"Shailesh Rampersad, CPA, CGA & FCCA -UK.","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"6478184475","lead_status":"Renewed APX","new_member_date_2":"2016-09-19","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"246923","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"May 7 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-07T10:42:00-04:00","pipeline_1_lapsed_members":"","cert_status":"PENDING","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":"AST1170","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2026-05-25","last_act_type":"2026-05-25","telemarketing_call_date":"2026-05-07","pcl_status":"P","pcl_completion_date":"2016-12-18","pf1_status":"P","pf1_completion_date":"2017-05-01","pf2_status":"P","pf2_completion_date":"2017-07-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-09-12","number_of_passed_courses":"4","old_int_code":"99","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:42-05:00","npi_email_temp":"shaileshrampersad@hotmail.com","pcl_completion_date_5":"2021-12-18","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"8789","email":"adrian_bisutti@hotmail.com","first_name":"Adrian","last_name":"Bisutti","phone":"9058690994","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":"LB2503674","full_name":"Adrian Bisutti","language":"English","origin":"Lapsed Spring 2024","individual_id":"315667","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001826","members_type":"CAND","province":"ON","area_code":"905","time_zone":"2","phone_2":"9058690994","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","intcode":"06","blocnote":"Mar 11 2025 vm\r\nMar 18 2025 vm\r\nMar 27 2025 vm\r\nApril 7 2025 no answer\r\nApril 15 2025 no answer\r\nApril 24 2025 vm\r\nMay 6 2025 vm\r\nJuly 11 2025 vm\r\nLN Sept 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T16:54:00-05:00","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":"LB2503674","temp_intcode_for_auto_old_int_code":"06","old_int_code":"21","last_act_type":"2022-12-09","pcl_status":"P","pcl_completion_date":"2022-12-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"adrian_bisutti@hotmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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":"2024-05-01","last_conf_date_type":"2026-06-02","last_act_type":"2024-05-01","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","company_status":"A"}},"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":"260522 Lapsed DEL","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":"","temp_do_id_for_auto_old_do_id":"LB2506597","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506597","organization_id":"6560","old_int_code":"6","last_act_type":"2025-09-17","company_paid_thru":"2027-03-31","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","npi_email_temp":"nawal.naroo@cantire.com","pcl_completion_date_5":"2024-01-14","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"10330","email":"jennydathu88@gmail.com","first_name":"Jenny","last_name":"Dathu","phone":"3659948566","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":"LB2503219","full_name":"Jenny Jagadeendra Dathu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"310998","region":"CDN","lead_status":"Refused","old_do_id":"8","members_type":"CAND","province":"ON","area_code":"365","time_zone":"2","phone_2":"3659948566","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"14 March 2025 VM  26 March 2025 VM  07 April 2025 Number not found","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T13:25:00-04:00","canceldate":"2023-05-02","intcode":"21","paid_thru":"2023-02-28","new_member_date_2":"2022-03-25","temp_do_id_for_auto_old_do_id":"LB2503219","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-25","pcl_status":"P","pcl_completion_date":"2022-07-17","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jennydathu88@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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":"2022-04-03","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","latest_paid_thru":"2023-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"345499","no_email_solicitation":"False","area_code":"505","time_zone":"4","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:11:00-04:00","intcode":"06","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":"06","last_act_type":"2026-02-02","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","date_of_renewal_identification":"2026-02-06","trc":"False","wera":"False","npi_email_temp":"laura_lancaster@gap.com","ln_entered_date":"2026-02-04","old_do_id":"L25A02816","ai_entered_date":"2026-02-06","old_int_code":"99","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"63742","canceldate":"2004-03-01","cpa_certification":"CPM","no_email_solicitation":"False","pds_march":"2","time_zone":"4","blocnote":"May 5 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T11:40:00-04:00","intcode":"06","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":"06","pds_september":"2","last_conf_date_type":"2011-06-07","last_act_type":"2025-11-30","telemarketing_call_date":"2026-05-05","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":"99","pds_november":"2","npi_email_temp":"dlutz1@hotmail.com","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"10319","email":"ycsmarketing@yahoo.ca","first_name":"Shelby","last_name":"Yuen","phone":"4168562818","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":"L25C07113","full_name":"Shelby Yuen","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"303245","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503485","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4168562818","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","intcode":"06","blocnote":"14 March 2025 VM\r\n26 March 2025 VM\r\n03 April 2025 VM\r\n11 April 2025 Not found - will try 1 more time\r\n22 April 2025 VM\r\n30 April 2025 VM\r\n05 September 2025 VM\r\nLN \/ 10 December 2025 VM","paid_thru":"2022-06-30","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:28:00-05:00","new_member_date_2":"2021-07-23","temp_do_id_for_auto_old_do_id":"L25C07113","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-07-22","pcl_status":"F","pcl_completion_date":"2021-10-24","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"ycsmarketing@yahoo.ca","pcl_completion_date_5":"2026-10-24","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"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":"2023-11-12","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","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"31400","email":"erika88@shaw.ca","first_name":"Erika","last_name":"Barton","phone":"2502860022","orgname":"Poseidon Ocean Systems Ltd.","customer_acct_name":"Poseidon Ocean Systems Ltd.","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"251579","full_name":"Erika Barton, PCP","members_type":"PRO","new_member_date_2":"2025-03-14","coidnewmbrdate":"2004-05-11","city_1":"Campbell River","province":"BC","language":"English","phone_2":"2502047144","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","area_code":"250","time_zone":"5","date_of_renewal_identification":"2025-04-25","intcode":"99","blocnote":"April 16 2025 vm\r\nApril 28 2026 vm\r\nMay 7 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 18 2025 vm","canceldate":"2022-05-27","cert_status":"ACTIVE","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:36:00-04:00","pds_july":"1","cpa_certification":"PCP","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2505112","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","old_int_code":"6","pds_september":"1","last_infoline_date_type":"2026-07-05","last_conf_date_type":"2022-06-08","last_act_type":"2026-07-05","pcl_status":"P","pcl_completion_date":"2017-07-02","pf1_status":"P","pf1_completion_date":"2018-01-21","pf2_status":"P","pf2_completion_date":"2018-07-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-05-29","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","old_do_id":"L25O00719","npi_email_temp":"erika88@shaw.ca","pcl_completion_date_5":"2022-07-02","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"10621","email":"egbaleltahir@gmail.com","first_name":"Egbal","last_name":"M. Eltahir","phone":"6475684791","orgname":"Georgian@ILAC","customer_acct_name":"Georgian@ILAC","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502284","full_name":"Egbal M. Eltahir","origin":"2023 lapsed Members","explicit_consent_date":"2024-02-26","area_code":"647","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-27","old_do_id":"CLNPI000921","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"LB2502284","npi_email_temp":"egbaleltahir@gmail.com"}},"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, TMAI","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\n2026 May 08 contact informed Vilma no longer at location for about three years, no new contact info available.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:48-04:00","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":"2020-06-03","last_act_type":"2020-06-03","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"08","npi_email_temp":"vil.gutierrez@yahoo.com","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Vilma but was informed by Shelly that Vilma is no longer at the location and has not been there for about three years. Shelly did not have Vilma's new contact information, and the call ended politely.","aitm_callsummarytitle":"Contact not available, no new info","notrenewedwanttorenew":"No","onesentencenotrenewed":"Vilma is no longer at this location and contact information is not available.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_45824dae3a7bc489c849645736b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_45824dae3a7bc489c849645736b","number_of_calls_reached":"1"}},"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, TMAI","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":"15","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\n2026 May 15 - reached voicemail, no message left\n2026 May 15 call started, agent reached Dustin, call ended abruptly after initial question started","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T09:45:12-04:00","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":"15","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","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-15T09:56:44-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Dustin and began the conversation about his lapsed Professional membership with the National Payroll Institute. The call was very short and ended abruptly after the initial question was started.","aitm_callsummarytitle":"Call started but ended abruptly","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"Contact not reached; voicemail.","initialvalue":"Other","othermemberbenefit":"No response","prootherreasonsnottorenew":"Contact not reached","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f1febdb893b62b9840e94119c18","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f1febdb893b62b9840e94119c18","old_int_code":"6","number_of_calls_reached":"1"}},"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, TMAI","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\n2026 May 08 call disconnected immediately after greeting, no contact made.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","intcode":"15","temp_do_id_for_auto_old_do_id":"L25A03022","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-06-02","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","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and disconnected immediately after the agent's greeting, with no conversation occurring.","aitm_callsummarytitle":"Call disconnected immediately after greeting","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No interaction to determine reason for not renewing.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"6","astotherreasonsnottorenew":"No response from contact.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_499e5cef4bc3a1658c8c39b0c05","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_499e5cef4bc3a1658c8c39b0c05","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8834","email":"swhitney@kaydenindustries.com","first_name":"Sara","last_name":"Whitney","phone":"5872163617","orgname":"Kayden Industries LP","customer_acct_name":"Kayden Industries LP","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00200","province":"AB","full_name":"Sara Whitney","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2022-01-06","domain_1":"kaydenindustries.com","lapsed_expiration_date":"2023-03-02","individual_id":"308615","area_code":"587","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"CNPIRETO00817","time_zone":"4","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":"2025-12-08T11:23:00-05:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00200","temp_intcode_for_auto_old_int_code":"6","organization_id":"308616","last_act_type":"2023-02-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"swhitney@kaydenindustries.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8810","email":"susanneribble@yahoo.com","first_name":"Susanne","last_name":"Alesi","phone":"2892073700","orgname":"Everworks Inc.","customer_acct_name":"Everworks 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":"L25C06951","province":"ON","full_name":"Susanne Alesi","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"303832","area_code":"289","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500708","time_zone":"2","members_type":"CAND","phone_2":"9056386384","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"LNC \/ 07 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T09:19:00-05:00","paid_thru":"2022-08-31","new_member_date_2":"2021-08-30","temp_do_id_for_auto_old_do_id":"L25C06951","temp_intcode_for_auto_old_int_code":"06","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","old_int_code":"16","npi_email_temp":"susanneribble@yahoo.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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","latest_paid_thru":"2023-09-30"}},"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","latest_paid_thru":"2023-12-31"}},"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":"2025-02-06","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"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":{"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":"2023-01-11","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","latest_paid_thru":"2023-12-31"}},"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":"2022-04-03","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","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"10237","email":"shabbirxlnc@gmail.com","first_name":"Shabbir","last_name":"Mohammed","phone":"4162077995","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"CSV imported, NPIdealed, npiPartnerAccount, WR250716, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Shabbir Mohammed","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"296437","area_code":"647","region":"CDN","lead_status":"Partner","old_do_id":"LB2507152","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"","canceldate":"2022-03-02","coidnewmbrdate":"1991-10-01","city_1":"Scarborough","phone_2":"6478625787","found":"DO4 Email","date_of_renewal_identification":"2025-07-18","paid_thru":"2026-12-31","new_member_date_2":"2021-01-08","temp_do_id_for_auto_old_do_id":"LB2507152","organization_id":"8176","pipeline_2_members_only_ast":"","last_act_type":"2021-07-01","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2021-04-26","pf1_status":"P","pf1_completion_date":"2021-08-29","pf2_status":"P","pf2_completion_date":"2021-12-23","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"","npi_email_temp":"shabbirxlnc@gmail.com","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"29954","email":"admin@accountedfor.com","first_name":"Laura","last_name":"Walton","phone":"7056456336","orgname":"Accounted For","customer_acct_name":"Accounted For","tags":"250205 AST Members, 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":"L25A02843","full_name":"Laura Walton, CPB IPBC","members_type":"AST","city_1":"Bracebridge","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2019-12-18","pipeline_2_members_only_ast":"","individual_id":"283909","no_email_solicitation":"False","area_code":"705","time_zone":"2","intcode":"15","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T11:11:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-02-27T10:37:56-05:00","blocnote":"26 May 2025 Complete\n2026 Feb 27 call initiated but ended immediately after asking for Laura","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"99","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2025-11-30","temp_do_id_for_auto_old_do_id":"L25A02843","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2020-12-23","last_act_type":"2024-12-30","telemarketing_call_date":"2025-05-26","number_of_passed_courses":"0","date_of_renewal_identification":"","trc":"False","wera":"False","npi_email_temp":"admin@accountedfor.com","canceldate":"2026-02-03","old_do_id":"AST1488","ln_entered_date":"2026-02-04","aitm_status_called":"2026-02-27T10:37:56-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was very brief, with the agent only asking to speak with Laura before the call ended abruptly. No further conversation or information was exchanged.","aitm_callsummarytitle":"Call ended after initial contact attempt","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":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"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, TMAI","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\n2026 May 08 brief call, confirmed organization SFL Trucking, no renewal discussion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:44-04:00","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":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"15","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":"15","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","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called the contact and confirmed the organization name as SFL Trucking. The call was brief and ended quickly without further discussion or survey questions.","aitm_callsummarytitle":"Brief call, no renewal discussion","onesentencenotrenewed":"No interest expressed to renew or discuss membership.","initialvalue":"Other","othermemberbenefit":"No additional reasons given.","old_int_code":"1","astotherreasonsnottorenew":"No renewal discussion due to short call.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1773c57a4961ecf54c09652c56f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1773c57a4961ecf54c09652c56f","number_of_calls_reached":"1"}},"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, TMAI","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\n2026-05-14 invalid phone destination, phone: +17808045772\n2026-05-14 invalid phone destination, phone: +17808045772","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T15:24:35-04:00","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","latest_paid_thru":"2023-10-31","thewithdrawaldate":"2024-01-05","aitm_status_called":"2026-05-14T15:36:45-04:00","number_of_call_attempts":"1","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_d5be29e2d4c1b5b5706ea8925c8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d5be29e2d4c1b5b5706ea8925c8"}},"seriesid":"163"}
{"contact":{"id":"29912","email":"karen.mills@ns.sympatico.ca","first_name":"Karen","last_name":"Mills","phone":"9028966000","orgname":"Aggregate Equipment","customer_acct_name":"Aggregate Equipment","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0973","full_name":"Karen Mills","members_type":"AST","city_1":"Bible Hill","province":"NS","language":"English","phone_2":"9028903260","lead_status":"Renewed APX","new_member_date_2":"2024-04-22","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"336887","no_email_solicitation":"False","area_code":"902","time_zone":"1","blocnote":"Oct 22 2025 she left the company","dhmsfin_telemarketing_last_contacted_date":"2025-10-22T09:10:00-04:00","intcode":"99","last_engaged_date":"2025-10-01","pipeline_1_lapsed_members":"","sendpreexpirationemail":"2025-07-11T15:10:00-04:00","mini_nps":"5","onesentencenotrenewed":"","testimonial":"","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":"2026-03-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0973","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-02-26","telemarketing_call_date":"2025-10-22","old_int_code":"16","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:56-05:00","npi_email_temp":"karen.mills@ns.sympatico.ca","apx_entered_date":"2026-02-13","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31"}},"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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"9573","email":"jayne1979@hotmail.com","first_name":"Jayne","last_name":"Miller","phone":"2049184714","orgname":"YMCA-YWCA of Winnipeg","customer_acct_name":"YMCA-YWCA of Winnipeg","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":"L25A02206","full_name":"Jayne Miller","language":"English","origin":"Lapsed Spring 2024","individual_id":"255596","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502383","time_zone":"3","province":"MB","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-12-02","cpa_certification":"PCP","new_member_date_2":"2019-01-24","no_email_solicitation":"FALSE","cert_status":"PENDING","intcode":"06","blocnote":"12 March 2025 VM\r\n18 March 2025 VM\r\n01 April 2025 VM  Apr 4 2025 vm\r\nApr 10 2025 vm  May 6 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 30 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no message left\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","paid_thru":"2023-09-30","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:42-04:00","temp_do_id_for_auto_old_do_id":"L25A02206","temp_intcode_for_auto_old_int_code":"6","phone_2":"2049184714","last_infoline_date_type":"2019-12-12","last_act_type":"2022-06-10","pcl_status":"P","pcl_completion_date":"2018-02-04","pf1_status":"P","pf1_completion_date":"2019-05-26","pf2_status":"P","pf2_completion_date":"2021-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-11-09","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jayne1979@hotmail.com","pcl_completion_date_5":"2023-02-04","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_f628aef0732c1a6e2a198afcf33","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f628aef0732c1a6e2a198afcf33"}},"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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"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":"2022-01-12","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","latest_paid_thru":"2023-11-30"}},"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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"9632","email":"info@yardboys.ca","first_name":"Glenda","last_name":"Brown","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":"L25O01755","province":"ON","full_name":"Glenda Brown","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-03-08","domain_1":"yardboys.ca","lapsed_expiration_date":"2022-05-03","individual_id":"296419","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501087","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"May 20 2025 Survey completed Glenda is no longer in payroll but said the other person in payroll was also  not using NPI's services.","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T13:45:00-04:00","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":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","careerchange":"Yes","careerchangespecify":"The membership did not apply to our needs.","hardtoparticipateevents":"No","mini_nps":"9","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":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01755","temp_intcode_for_auto_old_int_code":"1","organization_id":"296417","last_act_type":"2021-01-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"info@yardboys.ca","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30981","email":"bhavinipatel1994@gmail.com","first_name":"Bhaviniben","last_name":"Patel","phone":"5145753176","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":"333194","full_name":"Bhaviniben Patel","members_type":"CAND","do_id":"L25C00370","city_1":"Brampton","province":"ON","language":"English","phone_2":"5145753176","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":"L25C00370","last_act_type":"2026-09-02","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 \/ 13 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T13:03:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"bhavinipatel1994@gmail.com","pcl_completion_date_5":"2029-04-30","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","canceldate":"2022-12-02","no_email_solicitation":"False","intcode":"06","blocnote":"April 30 2026 vm\r\nMay 21 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:44:00-04:00","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":"2026-05-21","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","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"5710","email":"ajousselin@cowper.ca","first_name":"Anne","last_name":"Jousselin","phone":"5146376746","orgname":"Cowper Inc","customer_acct_name":"Cowper Inc","tags":"CSV imported, F24 Webinar QC, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01684","province":"QC","full_name":"Anne Jousselin","language":"English","origin":"2024 FALL","explicit_consent_date":"2000-05-01","domain_1":"cowper.ca","attended_webinar":"No","lapsed_expiration_date":"2022-07-05","individual_id":"19840","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501697","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T15:08:00-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01684","temp_intcode_for_auto_old_int_code":"6","organization_id":"38317","pds_august":"9","pds_september":"9","last_act_type":"2022-06-22","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"ajousselin@cowper.ca","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"14216","email":"conniem@artcraftkitchens.com","first_name":"Connie","last_name":"Morgan","phone":"9053545657","orgname":"Artcraft Kitchens","customer_acct_name":"Artcraft Kitchens","tags":"241015 CDN, F24 Absentees, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"province":"ON","extension_phone_1":"25","full_name":"Connie Morgan","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-02-16","domain_1":"artcraftkitchens.com","lapsed_expiration_date":"2022-11-02","do_id":"L25C06947","individual_id":"259439","time_zone":"2","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2500806","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","paid_thru":"2022-08-31","new_member_date_2":"2021-09-03","temp_do_id_for_auto_old_do_id":"L25C06947","phone_2":"5195720641","last_infoline_date_type":"2018-06-12","last_act_type":"2021-03-09","pcl_status":"P","pcl_completion_date":"2018-04-22","pf1_status":"P","pf1_completion_date":"2021-12-23","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"conniem@artcraftkitchens.com","pcl_completion_date_5":"2023-04-22","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"9717","email":"brittany.waymire@eversana.com","first_name":"Brittany","last_name":"Waymire","phone":"6142705662","orgname":"Eversana","customer_acct_name":"Eversana","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":"L25A02163","full_name":"Brittany Waymire","language":"English","origin":"Lapsed Spring 2024","domain_1":"eversana.com","individual_id":"305645","area_code":"614","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502611","time_zone":"2","province":"OH","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","new_member_date_2":"2023-02-01","no_email_solicitation":"FALSE","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 22 2025 vm may 20 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 31 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call went to voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no human answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:08-04:00","pipeline_2_members_only_ast":"","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A02163","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-10-20","last_act_type":"2023-10-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"brittany.waymire@eversana.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:08-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was made to the contact but went to voicemail and was not answered by a human.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a8e9119e4a9b20d17f96b4cdcc8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a8e9119e4a9b20d17f96b4cdcc8"}},"seriesid":"163"}
{"contact":{"id":"30887","email":"wendy0224cool@gmail.com","first_name":"Yanran","last_name":"Huang","phone":"4389798224","orgname":"HungryPanda Tech Ltd.","customer_acct_name":"HungryPanda Tech Ltd.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332784","full_name":"Yanran Huang","members_type":"CAND","do_id":"L25C00320","city_1":"Toronto","province":"ON","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-03","area_code":"438","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00320","last_act_type":"2024-02-01","pcl_status":"P","pcl_completion_date":"2024-03-19","pf1_status":"P","pf1_completion_date":"2024-05-23","pf2_status":"P","pf2_completion_date":"2024-07-22","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 4 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T10:16:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"wendy0224cool@gmail.com","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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":"260522 Lapsed DEL","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":"LB2505948","old_int_code":"6","last_infoline_date_type":"2022-02-08","last_act_type":"2026-12-01","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","npi_email_temp":"krystal_twarowski@hotmail.com","pcl_completion_date_5":"2025-11-02","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"9623","email":"dalirisoheila@gmail.com","first_name":"Soheila","last_name":"Daliriazar","phone":"7783166301","orgname":"S&M Bookkeeping Inc.","customer_acct_name":"S&M Bookkeeping Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07258","full_name":"Soheila Daliriazar","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"299756","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-12","old_do_id":"LB2503152","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":"L25C07258","phone_2":"7783166301","last_act_type":"2021-03-04","pcl_status":"P","pcl_completion_date":"2021-08-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"dalirisoheila@gmail.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"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","latest_paid_thru":"2025-07-31"}},"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","latest_paid_thru":"2025-03-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T11:11:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T09:51:00-04:00","blocnote":"May 4 2026 vm","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"8","old_int_code":"31","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":"06","pds_september":"8","last_infoline_date_type":"2022-09-05","last_act_type":"2025-08-18","telemarketing_call_date":"2026-05-04","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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"29893","email":"jaclyn@simplyfamilylaw.ca","first_name":"Jaclyn","last_name":"Jensen","phone":"6135101055","orgname":"Simply Family Law","customer_acct_name":"Simply Family Law","tags":"payroll.ca visited, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0663","full_name":"Jaclyn Jensen","members_type":"AST","city_1":"Carp","province":"ON","language":"English","phone_2":"6132209212","lead_status":"Member","last_engaged_date":"2026-05-11","new_member_date_2":"2011-02-22","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"181583","no_email_solicitation":"False","pds_march":"2","area_code":"613","time_zone":"2","intcode":"31","blocnote":"May 6 2026 Survey completed Send resources email.","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T13:59:00-04:00","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":"AST0663","temp_intcode_for_auto_old_int_code":"31","pds_september":"2","last_infoline_date_type":"2025-09-12","last_act_type":"2025-09-12","telemarketing_call_date":"2026-05-06","sendaigeneral":"2026-05-06T13:59:00-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-20T11:50:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","sendoctoberemail":"2025-10-20T18:50:37-04:00","sendaidate":"2026-05-06T13:59:28-04:00","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"jaclyn@simplyfamilylaw.ca","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","sendaiemail":"2026-05-06T13:59:27-04:00","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months"}},"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","latest_paid_thru":"2025-08-31"}},"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":"2024-12-02","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","latest_paid_thru":"2024-12-31"}},"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, TMAI","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":"06","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\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 callback scheduled for 16:00\n2026 May 25 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:07-04:00","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":"06","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","latest_paid_thru":"2023-10-31","thewithdrawaldate":"2024-01-05","aitm_status_called":"2026-05-25T16:32:07-04:00","number_of_call_attempts":"3","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Voicemail reached, no answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","old_int_code":"10","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cb46e4edfae8309ac4b1af5f832","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cb46e4edfae8309ac4b1af5f832","number_of_total_call_attempts":"3","npi_call_back_date_and_time":"2026-05-25T16:00:00-04:00","npi_call_back_time_hour":"16","npi_call_back_time_minute":"00"}},"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","latest_paid_thru":"2020-05-31","company_paid_thru":"2020-05-31","corp_cancel_date":"2020-08-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"11871","email":"info@4seasonsheating.com","first_name":"Hui","last_name":"Lu","phone":"2509781593","orgname":"B.C. Ferry Services Inc.","customer_acct_name":"B.C. Ferry Services Inc.","tags":"CSV imported, 241010 CDN, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Hui Lu, PCP","language":"English","origin":"2022 WINTER Lapsed Members","domain_1":"4seasonsheating.com","individual_id":"255316","members_type":"CORP","time_zone":"4","area_code":"250","never_call":"REFUSED","region":"CDN","lead_status":"Renewed Lapsed","last_engaged_date":"2024-12-12","old_do_id":"LB2501820","province":"BC","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"22 May 2025 VM\r\n08 September 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T20:48:00-04:00","cert_status":"ACTIVE","canceldate":"2025-09-29","new_member_date_2":"2017-08-24","paid_thru":"2027-04-30","old_int_code":"16","temp_do_id_for_auto_old_do_id":"LB2505459","temp_intcode_for_auto_old_int_code":"99","cpa_certification":"PCP","phone_2":"2505169937","date_of_renewal_identification":"2026-05-28","organization_id":"7055","last_act_type":"2026-05-03","company_paid_thru":"2027-04-30","pcl_status":"P","pcl_completion_date":"2017-12-18","pf1_status":"P","pf1_completion_date":"2018-05-06","pf2_status":"P","pf2_completion_date":"2018-07-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-07-27","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505459","npi_email_temp":"info@4seasonsheating.com","pcl_completion_date_5":"2022-12-18","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"28916","email":"jg5240@gmail.com","first_name":"Janet","last_name":"Gilmour","phone":"2507405443","orgname":"BC Bookkeeping and Tax Services","customer_acct_name":"BC Bookkeeping and Tax Services","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0526","full_name":"Janet Gilmour","members_type":"AST","city_1":"Parksville","province":"BC","language":"English","phone_2":"2507405443","lead_status":"Renewed APX","new_member_date_2":"2015-12-21","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"171344","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"2","area_code":"250","time_zone":"5","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T12:12:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"2","cert_status":"WITHDRAWN","pds_july":"2","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST0526","temp_intcode_for_auto_old_int_code":"06","pds_september":"2","last_act_type":"2025-11-27","telemarketing_call_date":"2026-05-01","pcl_status":"P","pcl_completion_date":"2010-11-18","pf1_status":"P","pf1_completion_date":"2011-01-19","pf2_status":"P","pf2_completion_date":"2011-03-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-04-20","number_of_passed_courses":"4","pds_october":"2","date_of_renewal_identification":"2025-11-29","sendpreexpirationemail":"2025-11-18T12:55:00-05:00","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":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-11-18T12:55:00-05:00","trc":"False","wera":"False","old_int_code":"99","sendaidate":"2025-12-01T10:13:53-05:00","pds_november":"2","npi_email_temp":"jg5240@gmail.com","pcl_completion_date_5":"2015-11-18","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"29929","email":"kris.b@signetgroup.ca","first_name":"Kris","last_name":"Boyce","phone":"4167831600","orgname":"Signet Group Inc.","customer_acct_name":"Signet Group 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":"AST0166","full_name":"Kris Boyce","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"2024-04-25","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"337014","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 Not in the office\r\n28 April 2025 Not in the office\r\n30 April 2025 VM\r\n05 May 2025 VM\r\n06 May 2025 We can follow up with her only through e-mail","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T13:33:00-04:00","intcode":"16","last_engaged_date":"2025-10-01","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":"AST0166","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2024-06-18","last_act_type":"2025-02-24","telemarketing_call_date":"2025-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:56-05:00","npi_email_temp":"kris.b@signetgroup.ca","apx_entered_date":"2026-02-14","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31"}},"seriesid":"163"}
{"contact":{"id":"8800","email":"kaurgurminder1990@gmail.com","first_name":"Gurminder","last_name":"Kaur","phone":"6048136025","orgname":"BM Group","customer_acct_name":"BM Group","tags":"CSV imported, payroll.ca visited, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06887","province":"BC","full_name":"Gurminder Kaur","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"307508","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500421","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","paid_thru":"2022-10-31","last_engaged_date":"2025-09-09","new_member_date_2":"2021-11-25","temp_do_id_for_auto_old_do_id":"L25C06887","phone_2":"6048136025","last_act_type":"2021-11-29","pcl_status":"P","pcl_completion_date":"2022-03-13","pf1_status":"F","pf1_completion_date":"2022-08-21","number_of_passed_courses":"1","blocnote":"LNC \/ 06 November 2025 She doesn't to renew and no reason","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T13:29:00-05:00","intcode":"11","temp_intcode_for_auto_old_int_code":"11","trc":"True","wera":"False","npi_email_temp":"kaurgurminder1990@gmail.com","pcl_completion_date_5":"2027-03-13","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"9693","email":"dandanli0208@gmail.com","first_name":"Dandan","last_name":"Li","phone":"6046288109","orgname":"Alibaba E-Commerce (Canada) Ltd.","customer_acct_name":"Alibaba E-Commerce (Canada) Ltd.","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"BC","full_name":"Dandan Li","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"250516","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"L25P00029","time_zone":"5","members_type":"PRO","canceldate":"2023-04-04","new_member_date_2":"2017-02-14","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"may 20 2025 vm  Aug 12 2025 vm\r\nLN Nov 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-03T14:53:00-05:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"LB2504860","temp_intcode_for_auto_old_int_code":"06","phone_2":"7788825493","last_act_type":"2023-03-07","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_int_code":"21","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2017-06-04","pf1_status":"P","pf1_completion_date":"2017-11-20","pf2_status":"P","pf2_completion_date":"2018-02-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-02-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504860","npi_email_temp":"dandanli0208@gmail.com","pcl_completion_date_5":"2022-06-04","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"5938","email":"colin.horne@shaw.ca","first_name":"Colin","last_name":"Horne","phone":"4034711368","orgname":"Self-Employed","customer_acct_name":"Self-Employed","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02044","full_name":"Colin Horne, CPHR","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2018-06-14","individual_id":"264398","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501947","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"L25O02044","organization_id":"264397","phone_2":"4036980610","members_type":"CORP","last_act_type":"2020-07-17","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T16:23:00-05:00","temp_intcode_for_auto_old_int_code":"06","pcl_status":"P","pcl_completion_date":"2018-09-17","pf1_status":"P","pf1_completion_date":"2018-12-24","pf2_status":"P","pf2_completion_date":"2019-04-15","number_of_passed_courses":"3","trc":"True","wera":"False","old_int_code":"05","npi_email_temp":"colin.horne@shaw.ca","pcl_completion_date_5":"2023-09-17","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31","company_paid_thru":"2020-05-31","corp_cancel_date":"2020-08-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29343","email":"r.papineau@hotmail.com","first_name":"Roxanne","last_name":"Papineau","phone":"5149359300","orgname":"Gexel T\u00e9l\u00e9com","customer_acct_name":"Gexel T\u00e9l\u00e9com","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert16, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1081","full_name":"Roxanne Papineau","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","lead_status":"Renewed APX","new_member_date_2":"2017-12-11","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"258581","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"99","last_engaged_date":"2026-02-09","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-11-30","temp_do_id_for_auto_old_do_id":"AST1081","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2018-01-19","last_act_type":"2025-11-26","pcl_status":"P","pcl_completion_date":"2018-04-01","pf1_status":"P","pf1_completion_date":"2018-09-11","pf2_status":"P","pf2_completion_date":"2019-04-15","number_of_passed_courses":"3","date_of_renewal_identification":"2025-11-28","dhmsfin_telemarketing_last_contacted_date":"2025-11-11T09:47:00-05:00","value_help_with_complex":"No","old_int_code":"16","trc":"True","wera":"False","telemarketing_call_date":"2025-11-11","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:25-05:00","npi_email_temp":"r.papineau@hotmail.com","pcl_completion_date_5":"2023-04-01","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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","latest_paid_thru":"2020-12-31","company_paid_thru":"2020-12-31","corp_cancel_date":"2021-03-02","company_status":"I"}},"seriesid":"163"}
{"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, 260522 Lapsed DEL","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":"2026-05-28","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","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"10226","email":"sgroshaw@spinriteyarns.com","first_name":"Shelley","last_name":"Groshaw","phone":"5192913780","orgname":"Spinrite LP","customer_acct_name":"Spinrite LP","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25O00335","province":"ON","extension_phone_1":"55297","full_name":"Shelley Groshaw","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2005-11-11","domain_1":"spinriteyarns.com","lapsed_expiration_date":"2023-01-05","individual_id":"124943","area_code":"519","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO01005","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-03-24T11:33:00-04:00","blocnote":"24 March 2025 Retired\n","old_int_code":"12","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00335","temp_intcode_for_auto_old_int_code":"21","organization_id":"95858","pds_august":"2","pds_september":"2","last_infoline_date_type":"2020-04-14","last_act_type":"2022-12-20","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"sgroshaw@spinriteyarns.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"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","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"10882","email":"edendaria23@hotmail.com","first_name":"Eden","last_name":"Daria","phone":"6043188638","orgname":"Kemetco Research","customer_acct_name":"Kemetco Research","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07463","province":"BC","full_name":"Eden Daria","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"295127","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500303","time_zone":"5","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","members_type":"CAND","paid_thru":"2021-10-31","new_member_date_2":"2020-11-23","temp_do_id_for_auto_old_do_id":"L25C07463","phone_2":"6043188638","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":"edendaria23@hotmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"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, 260522 Lapsed DEL","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":"","lead_status":"Lapsed DEL","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","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":"2026-02-01","last_conf_date_type":"2006-06-06","last_act_type":"2026-12-01","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","latest_paid_thru":"2026-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P00319","company_status":"A"}},"seriesid":"163"}
{"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, TMAI","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":"15","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 14 2025 vm\n2026 May 08 call reached payroll department but ended after asking for Eileen","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:21-04:00","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":"15","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","latest_paid_thru":"2021-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:21-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Eileen at TIS show services, navigating through an automated menu to reach the payroll department. The agent asked to speak with Eileen, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Outbound call to TIS payroll department, no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5ed059e2830c0c0dae3b1e16d63","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5ed059e2830c0c0dae3b1e16d63","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30948","email":"tjhowe@shaw.ca","first_name":"Tammy","last_name":"Howe","phone":"6042779016","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"135633","full_name":"Tammy Howe, PCP","members_type":"CORP","city_1":"Richmond","province":"BC","language":"English","phone_2":"6042779016","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2018-01-25","time_zone":"5","intcode":"01","blocnote":"30 May 2025 VM\r\n10 September 2025 Survey completed - she is retired","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T20:31:00-04:00","paid_thru":"2027-01-31","date_of_renewal_identification":"","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":"info line","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":"retired","hardtoparticipateevents":"No","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Advance","temp_do_id_for_auto_old_do_id":"LB2507510","temp_intcode_for_auto_old_int_code":"1","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"1","pds_september":"1","last_infoline_date_type":"2023-06-06","last_act_type":"2026-02-24","pipeline_2_members_only_ast":"","pcl_status":"P","pcl_completion_date":"2009-01-14","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":"2009-09-10","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pds_november":"1","do_id":"LB2507510","old_do_id":"L25P00209","npi_email_temp":"tjhowe@shaw.ca","pcl_completion_date_5":"2014-01-14","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"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":"2024-05-09","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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"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","latest_paid_thru":"2021-02-28","company_paid_thru":"2021-02-28","corp_cancel_date":"2021-05-04","company_status":"I"}},"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","npi_email_temp":"bonnievarley@hotmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"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, TMAI","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":"0","blocnote":"Aug 13 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 wrong number, asked to stop calling","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","temp_do_id_for_auto_old_do_id":"L25A02546","temp_intcode_for_auto_old_int_code":"08","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","latest_paid_thru":"2020-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:20-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called the number asking for Adrienne Sellers-Brown, but the person who answered said it was the wrong number and asked the agent to stop calling. The call ended shortly after with no further conversation.","aitm_callsummarytitle":"Wrong number, call ended","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_1fb2a09fd37e81b41fe9595afc3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1fb2a09fd37e81b41fe9595afc3","onesentencenotrenewed":"Wrong number and asked to stop calling.","old_int_code":"08","number_of_calls_reached":"1"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"181038","full_name":"Robin E. Spence, CHRL","members_type":"PRO","do_id":"","city_1":"Guelph","province":"ON","language":"English","phone_2":"9055318879","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","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\n2026 May 25 call reached voicemail of Robin Spence\n2026 May 25 contact on LTD, let membership lapse, declined survey\n2026 May 26 call reached voicemail.\n2026 May 26 contact answered and mentioned previous call, no renewal discussed.\n2026 May 27 call reached voicemail of Robin Spence\n2026 May 27 call reached voicemail.","dhmsfin_telemarketing_last_contacted_date":"2026-05-27T10:07:11-04:00","temp_do_id_for_auto_old_do_id":"L25P00215","temp_intcode_for_auto_old_int_code":"06","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":"2026-04-30","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-27T10:22:11-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_cd625cb3d6002d57786c8842afc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cd625cb3d6002d57786c8842afc","number_of_total_call_attempts":"6","onesentencenotrenewed":"Contact did not express interest in renewing and mentioned a previous call.","old_int_code":"15","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P00215","number_of_calls_reached":"2","ln_entered_date":"2026-05-27","called_by":"AC Automation","mini_nps":"3","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact did not provide a reason for not renewing during the brief call.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"5723","email":"rejgagne@videotron.ca","first_name":"Rejean","last_name":"Gagne","phone":"8886828674","orgname":"Adda Tech Systems Inc.","customer_acct_name":"Adda Tech Systems Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02464","province":"QC","full_name":"Rejean Gagne","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2022-02-22","attended_webinar":"No","lapsed_expiration_date":"2023-02-01","individual_id":"310375","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"L25O00414","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","intcode":"06","blocnote":"12 May 2025 Julie Coelho is in payroll\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T13:29:00-05:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O02464","temp_intcode_for_auto_old_int_code":"6","organization_id":"310374","phone_2":"4388699029","last_infoline_date_type":"2022-03-21","last_act_type":"2022-03-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rejgagne@videotron.ca","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-02-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30852","email":"mkorzynek@hotmail.com","first_name":"Michael","last_name":"Korzynek","phone":"6043559866","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":"332287","full_name":"Michael Korzynek","members_type":"CAND","do_id":"L25C00301","city_1":"Coquitlam","province":"BC","language":"English","phone_2":"6043559866","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":"L25C00301","last_act_type":"2024-04-01","pcl_status":"P","pcl_completion_date":"2024-06-20","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:35:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"mkorzynek@hotmail.com","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"5680","email":"emile.langloisv@gmail.com","first_name":"\u00c9mile","last_name":"Langlois-Valli\u00e8res","phone":"4389924884","orgname":"Bravo-Ramos Charette D.M.D. Inc.","customer_acct_name":"Bravo-Ramos Charette D.M.D. Inc.","tags":"CSV imported, NPIdealed, 250721 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01744","province":"QC","full_name":"\u00c9mile Langlois-Valli\u00e8res","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-04-21","attended_webinar":"No","lapsed_expiration_date":"2022-06-02","individual_id":"300477","time_zone":"2","area_code":"438","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501667","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T10:08:00-04:00","old_int_code":"8","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01744","temp_intcode_for_auto_old_int_code":"0","organization_id":"300462","phone_2":"4389932571","last_act_type":"2021-04-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"emile.langloisv@gmail.com","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"206052","no_email_solicitation":"False","area_code":"250","time_zone":"5","intcode":"31","blocnote":"May 1 2026 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T12:07:00-04:00","last_engaged_date":"2026-05-01","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":"31","last_infoline_date_type":"2026-08-04","last_act_type":"2026-08-04","telemarketing_call_date":"2026-05-01","sendaigeneral":"2026-05-01T12:07:00-04:00","sendoctoberemail":"2025-10-16T12:05:06-04:00","sendaidate":"2026-05-01T12:07:05-04:00","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":"99","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","latest_paid_thru":"2027-01-31","sendaiemail":"2026-05-01T12:07:05-04:00","resourceaware":"No","resourcevisitedselfreport":""}},"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, TMAI","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":"15","blocnote":"20 May 2025 He is checking all the info online\n2026 May 08 contact answered but ended call early due to being busy","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:44-04:00","resourceaware":"Yes","resourcevisitedselfreport":"DNK","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"11","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":"15","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","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Joosung and began the membership survey, but the user was interrupted and asked to end the call due to being busy. A callback was suggested but no specific time was provided.","aitm_callsummarytitle":"Call ended early due to user being busy","notrenewedwanttorenew":"No","initialvalue":"Designation","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_34d57a794418edec1566764ca1a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_34d57a794418edec1566764ca1a","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8740","email":"mbn_ak@hotmail.com","first_name":"Tamika","last_name":"Peta Gay","phone":"4038164946","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":"L25C06676","full_name":"Tamika Peta Gay","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"311943","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503301","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4038164946","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 11 December 2025 VM","paid_thru":"2023-03-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:51:00-05:00","new_member_date_2":"2022-04-09","temp_do_id_for_auto_old_do_id":"L25C06676","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-08-04","pcl_status":"F","pcl_completion_date":"2022-06-26","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"mbn_ak@hotmail.com","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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":{"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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"29442","email":"robbiem03@live.com","first_name":"Robyn","last_name":"MacEwen","phone":"5193354242","orgname":"MacEwen Farms","customer_acct_name":"MacEwen Farms","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert20, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0879","full_name":"Robyn MacEwen","members_type":"AST","city_1":"Gorrie","province":"ON","language":"English","phone_2":"5193354242","lead_status":"Renewed APX","new_member_date_2":"2018-10-02","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"268052","no_email_solicitation":"False","area_code":"519","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T10:02:00-04:00","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":"AST0879","temp_intcode_for_auto_old_int_code":"06","sendpreexpirationemail":"2025-09-23T10:51:00-04:00","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":"","last_engaged_date":"2025-09-24","last_act_type":"2025-09-24","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2026-05-04","number_of_passed_courses":"0","old_int_code":"99","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:25-05:00","npi_email_temp":"robbiem03@live.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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":"AST03297","full_name":"Claudia Murgoci","members_type":"AST","city_1":"Montreal","province":"QC","language":"English","phone_2":"4388622684","lead_status":"Renewed AST","new_member_date_2":"2026-05-14","pipeline_2_members_only_ast":"Ongoing member to be called","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":"L25A01654","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","canceldate":"2025-05-02","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"AST03297","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2026-05-15","last_conf_date_type":"2023-07-12","last_act_type":"2026-05-15","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":"30\/04\/2027","latest_paid_thru":"2027-04-30","date_of_renewal_identification":"2026-05-15","ai_entered_date":"2026-05-15","telemarketing_call_date":"2026-03-03","old_int_code":"2"}},"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":{"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","latest_paid_thru":"2025-03-31"}},"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","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"14833","email":"sylviebedard@ilsci.com","first_name":"Sylvie","last_name":"B\u00e9dard","phone":"5148568804","orgname":"Int`l Logistiques Solutions Canada, Inc.(ILSCi)","customer_acct_name":"Int`l Logistiques Solutions Canada, Inc.(ILSCi)","tags":"241016 CDN, NPIdealed, 250528 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"province":"QC","extension_phone_1":"223","full_name":"Sylvie B\u00e9dard","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2011-08-30","domain_1":"ilsci.com","do_id":"LB2501570","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"QNPIRETO00164","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"number not found","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T11:37:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"LB2501570","temp_intcode_for_auto_old_int_code":"16","individual_id":"189038","organization_id":"189037","pds_august":"5","phone_2":"5144318741","pds_september":"5","last_infoline_date_type":"2021-07-06","last_act_type":"2021-07-06","pcl_status":"P","pcl_completion_date":"2017-02-12","pf1_status":"F","pf1_completion_date":"2017-05-28","number_of_passed_courses":"1","pds_october":"5","trc":"True","wera":"False","pds_november":"5","npi_email_temp":"sylviebedard@ilsci.com","pcl_completion_date_5":"2022-02-12","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31","company_paid_thru":"2022-07-31","corp_cancel_date":"2022-10-04","company_status":"I"}},"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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"9580","email":"biljanabuck@gmail.com","first_name":"Biljana","last_name":"Buck","phone":"7802006636","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":"L25C06485","full_name":"Biljana Buck","language":"English","origin":"Lapsed Spring 2024","individual_id":"296055","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503595","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7802006636","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-02-03","cpa_certification":"PCP","cert_status":"PENDING","intcode":"01","blocnote":"July 9 2025 Survey completed \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":"2025-07-09T19:23:00-04:00","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":"Yes","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"There wasn't help for job searching.","membershipcost":"Yes","membershipcostspecify":"I was not using it and I am no longer in payroll so did not want to pay for the membership.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"No longer in payroll\u00e9","hardtoparticipateevents":"No","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":"2023-11-30","new_member_date_2":"2020-12-21","temp_do_id_for_auto_old_do_id":"L25C06485","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2022-11-30","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-06-10","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"biljanabuck@gmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"14025","no_email_solicitation":"False","pds_march":"26","area_code":"905","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T13:03:00-04:00","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":"06","pds_september":"26","last_infoline_date_type":"2026-03-03","last_conf_date_type":"2020-06-17","last_act_type":"2026-03-03","telemarketing_call_date":"2026-05-22","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":"99","npi_email_temp":"mollyiali3@gmail.com","formatted_paid_thru":"29\/02\/2080","latest_paid_thru":"2080-02-29"}},"seriesid":"163"}
{"contact":{"id":"10804","email":"emm.whiteside@gmail.com","first_name":"Emma","last_name":"Whiteside","phone":"7057944517","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":"Emma Whiteside","language":"English","origin":"Lapsed Spring 2024","individual_id":"319441","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-25","old_do_id":"L25C07609","members_type":"CAND","province":"ON","area_code":"705","time_zone":"2","phone_2":"7057944517","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":"2025-12-10T13:05:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2023-01-20","temp_do_id_for_auto_old_do_id":"L25C07609","temp_intcode_for_auto_old_int_code":"21","old_int_code":"06","last_act_type":"2023-01-20","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","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"emm.whiteside@gmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"238225","no_email_solicitation":"False","pds_march":"9","area_code":"514","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:00:00-04:00","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":"06","pds_september":"9","last_infoline_date_type":"2023-11-12","last_act_type":"2025-09-23","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2026-05-01","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":"99","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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"5692","email":"rh@marvini.com","first_name":"Yuraima","last_name":"Romero","phone":"4504642969","orgname":"Fermes Trudeau Inc.","customer_acct_name":"Fermes Trudeau Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01592","province":"QC","extension_phone_1":"225","full_name":"Yuraima Lista Romero","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2021-10-25","domain_1":"marvini.com","attended_webinar":"No","lapsed_expiration_date":"2022-12-02","individual_id":"306551","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501679","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"17 juillet 2025 bug d'ordinateur de mon cote a rappeler","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T10:40:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01592","temp_intcode_for_auto_old_int_code":"6","organization_id":"305176","last_act_type":"2022-11-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rh@marvini.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"28793","email":"milenaarlov@yahoo.ca","first_name":"Milena","last_name":"Lackovic","phone":"4167295666","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Milena Lackovic","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4165034683","lead_status":"Refused","new_member_date_2":"2013-04-25","pipeline_2_members_only_ast":"","individual_id":"200703","no_email_solicitation":"False","area_code":"416","time_zone":"2","blocnote":"Mar 19 2025 line busy  Mar 24 2025 line busy; not found  April 14 2025 not in service first number   and second number msg not found","dhmsfin_telemarketing_last_contacted_date":"2025-04-14T11:22:00-04:00","intcode":"21","old_do_id":"AST0765","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2026-03-31","temp_do_id_for_auto_old_do_id":"AST0765","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-03-13","telemarketing_call_date":"2025-04-14","pcl_status":"P","pcl_completion_date":"2012-08-01","pf1_status":"P","pf1_completion_date":"2012-08-16","pf2_status":"P","pf2_completion_date":"2012-09-04","number_of_passed_courses":"3","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:14:07-05:00","npi_email_temp":"milenaarlov@yahoo.ca","apx_entered_date":"2026-02-14","date_of_renewal_identification":"","pcl_completion_date_5":"2017-08-01","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31"}},"seriesid":"163"}
{"contact":{"id":"7719","email":"mduncan@volt.com","first_name":"Mary","last_name":"Duncan","phone":"7149215526","orgname":"Volt","customer_acct_name":"Volt","tags":"CSV imported, 250221 Lapsed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02593","full_name":"Mary Duncan","language":"English","origin":"Lapsed Members 2022 Lapsed Members 2022","explicit_consent_date":"2007-03-13","domain_1":"volt.com","individual_id":"114180","area_code":"714","region":"US","lead_status":"Lapsed Member","province":"CA","lapsed_expiration_date":"2020-06-01","members_type":"AST","time_zone":"5","last_engaged_date":"2024-12-16","old_do_id":"LB2504121","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2020-06-01","new_member_date_2":"2007-03-13","no_email_solicitation":"False","intcode":"06","blocnote":"12 May 2025 Busy\r\n04 September 2025 disconnected\n2026-05-08 dial busy, phone:  +17149215526\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 dial busy, phone:  +17149215526\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 dial busy, phone:  +17149215526\n2026 May 13 call reached voicemail, no contact made\n2026-05-15 dial busy, phone:  +17149215526\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:44-04:00","paid_thru":"2020-02-29","old_int_code":"07","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25A02593","temp_intcode_for_auto_old_int_code":"06","phone_2":"9496372804","last_act_type":"2019-02-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mduncan@volt.com","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:31-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f20849cf968b08be77a6e3241ce","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f20849cf968b08be77a6e3241ce","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","mini_nps":"3"}},"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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"29367","email":"bc0921021@gmail.com","first_name":"Susan","last_name":"Dhaul","phone":"6047897841","orgname":"","customer_acct_name":"","tags":"250205 AST Members, WRA250625, 250903 Update AST from Mem Portal, TMAI, APX Contacts Sent to TM 2026","ip4":"127.0.0.1","fields":{"do_id":"L25A03044","full_name":"Susan Dhaul","members_type":"AST","city_1":"Burnaby","province":"BC","language":"English","phone_2":"6047897841","lead_status":"Lapsed Member","new_member_date_2":"2019-03-06","pipeline_2_members_only_ast":"","individual_id":"273777","no_email_solicitation":"False","area_code":"604","time_zone":"5","old_do_id":"AST2013","pipeline_1_lapsed_members":"Lapsed Members","intcode":"02","sendaprilemail":"Yes","sendpreexpirationemail":"2026-05-27T12:33:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-27T12:36:00-04:00","blocnote":"May 4 2026 completed with renewal ( sent email for renewal and webinars)\r\nMay 27 2026 She said did not received emails resent to a different email address.","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","date_of_renewal_identification":"","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A03044","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2025-01-05","telemarketing_call_date":"2025-10-31","old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bc0921021@gmail.com","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","ln_entered_date":"2026-05-03","mini_nps":"4","testimonial":"N\/A","renewal_refusal_reasons":"","sendapxapplicationform":"2026-05-27T12:34:00-04:00","called_by":"Tri","aitm_status_called":"2026-05-08T15:36:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_call_back_date_and_time":"2026-05-08T14:16:00-04:00","npi_call_back_time_hour":"14","npi_call_back_time_minute":"16","npi_transcriptsummary":"The agent successfully reached Susan and confirmed her identity. They discussed her past membership and reasons for joining NPI, and Susan expressed interest in renewing. The agent confirmed her email address, sent the renewal application form via email, and concluded the call politely.","aitm_callsummarytitle":"Successful renewal call with Susan","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_5ebb082946054544648892f8549","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5ebb082946054544648892f8549","sendapplicationform":"2026-05-08T15:40:00-04:00","initialvalue":"Stay Current","age_range":"46-60","number_of_calls_reached":"1","regular_email_change_date":"2026-05-27T12:32:38-04:00","npi_email_2":"sdhaul@hotmail.com"}},"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":"2021-10-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"angiep@cmhask.com","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31397","email":"rduff@teksmed.com","first_name":"Rachel","last_name":"Duff","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":"333999","full_name":"Rachel Duff","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":"L25O00716","area_code":"877","time_zone":"2","intcode":"06","blocnote":"30 May 2025 Call later she was busy\r\n11 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T16:20:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00716","temp_intcode_for_auto_old_int_code":"6","organization_id":"333998","last_act_type":"2024-01-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rduff@teksmed.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-03-17","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10189","email":"winnielee58@hotmail.com","first_name":"Wai","last_name":"Lee","phone":"6048736866","orgname":"Auto Sense Collision Ltd","customer_acct_name":"Auto Sense Collision Ltd","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500509","province":"BC","full_name":"Wai Ying Lee","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"96139","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00288","time_zone":"5","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-10-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"10","blocnote":"May 20 2025 There payroll is not there it is with blue chip collision ?","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T13:31:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"1","paid_thru":"2022-07-31","new_member_date_2":"2009-10-19","temp_do_id_for_auto_old_do_id":"LB2500509","temp_intcode_for_auto_old_int_code":"10","pds_august":"1","phone_2":"6043706538","pds_september":"1","last_act_type":"2023-02-01","pcl_status":"P","pcl_completion_date":"2006-09-13","pf1_status":"P","pf1_completion_date":"2007-01-21","pf2_status":"P","pf2_completion_date":"2007-08-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2006-09-27","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"winnielee58@hotmail.com","pcl_completion_date_5":"2011-09-13","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"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":"2025-02-10","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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"10808","email":"yenyindahwati@gmail.com","first_name":"Yeny","last_name":"Po","phone":"6047266696","orgname":"Trulioo Information Services Inc.","customer_acct_name":"Trulioo Information 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":"L25C06605","full_name":"Yeny Po, CPA candidate","language":"English","origin":"Lapsed Spring 2024","individual_id":"291325","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503510","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6047266696","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Mar 17 2025 survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T22:13:00-04:00","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","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am not the main person who deals with the payroll. I deal general payroll and the accountant does the rest.","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":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2020-09-21","temp_do_id_for_auto_old_do_id":"L25C06605","temp_intcode_for_auto_old_int_code":"1","last_infoline_date_type":"2021-07-27","last_act_type":"2022-07-09","pcl_status":"P","pcl_completion_date":"2020-12-07","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"yenyindahwati@gmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"10909","email":"valng88@gmail.com","first_name":"Valerie","last_name":"Ng","phone":"4166681139","orgname":"Scotiabank","customer_acct_name":"Scotiabank","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2504011","full_name":"Valerie Ng","language":"English","origin":"Lapsed 2024 Lapsed 2024","explicit_consent_date":"2014-08-13","lapsed_expiration_date":"2022-10-04","individual_id":"227421","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"CLNPI002579","members_type":"PRO","province":"ON","area_code":"416","time_zone":"2","phone_2":"4166681139","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-10-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","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\nPX \/ 23 September 2025 VM","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"1","paid_thru":"2022-07-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T11:22:00-04:00","new_member_date_2":"2014-08-13","temp_do_id_for_auto_old_do_id":"LB2504011","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_act_type":"2023-02-01","pcl_status":"P","pcl_completion_date":"2014-12-22","pf1_status":"P","pf1_completion_date":"2015-04-27","pf2_status":"P","pf2_completion_date":"2016-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-12-20","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"valng88@gmail.com","pcl_completion_date_5":"2019-12-22","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","sendpreexpirationemail":"2025-03-20T11:36:00-04:00","blocnote":"May 4 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T10:02:00-04:00","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":"2025-10-01","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":"2026-02-23","telemarketing_call_date":"2026-05-04","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","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"10857","email":"mmerhi@cnsk.ca","first_name":"Mona","last_name":"Merhi","phone":"3066672882","orgname":"Canadian Corps of Commissionaires North Saskatchewan Division","customer_acct_name":"Canadian Corps of Commissionaires North Saskatchewan Division","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, WR250430, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Mona Merhi","language":"English","origin":"Lapsed Spring 2024","domain_1":"vitalmetals.com","area_code":"306","region":"CDN","lead_status":"Lapsed DEL","old_do_id":"LB2502613","time_zone":"3","province":"SK","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Mar 17 2025 vm\r\nMar 27 2025 Laurette left the company in 2022\r\n14 April 2025 Mona is in payroll, call back tomorrow morning - she was busy\r\n15 April 2025 Survey completed - Sent Corporate membership - she wants to check what are the benefits before they renew","dhmsfin_telemarketing_last_contacted_date":"2025-04-15T13:19:00-04:00","sendapplicationform":"2025-04-15T17:01:00-04:00","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","notrenewednotused":"No","notrenewedwanttorenew":"Yes","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","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","coidnewmbrdate":"2018-01-05","city_1":"Saskatoon","date_of_renewal_identification":"2026-05-28","organization_id":"263044","individual_id":"349430","temp_do_id_for_auto_old_do_id":"LB2506490","temp_intcode_for_auto_old_int_code":"99","extension_phone_1":"82","old_int_code":"2","last_act_type":"2025-02-04","company_paid_thru":"2026-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506490","npi_email_temp":"mmerhi@cnsk.ca","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","company_status":"A"}},"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":"2021-11-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rnanka-bruce@clgs.ca","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"seriesid":"163"}
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{"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":"2020-08-10","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","latest_paid_thru":"2021-09-30"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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, TMAI","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","individual_id":"214763","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"L25A02344","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-07-05","new_member_date_2":"2013-05-02","no_email_solicitation":"FALSE","intcode":"01","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 14 2025 vm\n2026 May 08 contact refused to renew due to retirement plans","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:15-04:00","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":"01","phone_2":"9058840381","last_act_type":"2021-04-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jarjoura59@gmail.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:15-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted George to discuss his lapsed NPI membership and conducted a brief survey about his membership experience. George expressed dissatisfaction with a rating of 1 and stated he does not wish to renew because he is planning to retire soon. The call ended amicably after the agent acknowledged his decision.","aitm_callsummarytitle":"Membership Renewal Refusal Due to Retirement","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"Planning to retire soon, so not renewing membership.","initialvalue":"Help with Complex","age_range":"61+","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_ff521c52759267f8eaaddfa6cb1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ff521c52759267f8eaaddfa6cb1","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"29982","email":"marshajohnson7055@gmail.com","first_name":"Marsha","last_name":"Johnson","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"payroll.ca visited, Mentorcity, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Marsha Johnson","members_type":"CAND","city_1":"Brampton","province":"ON","language":"English","phone_2":"4374497684","lead_status":"Lapsed Member","new_member_date_2":"2024-12-13","last_engaged_date":"2025-10-01","pipeline_2_members_only_ast":"","individual_id":"336048","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T11:43:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T11:56:00-04:00","blocnote":"26 May 2025 Completed","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"1","mentorship_july":"2","member_july":"9","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25C08576","temp_intcode_for_auto_old_int_code":"11","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":"P","pf2_completion_date":"2024-09-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-13","number_of_passed_courses":"2","trc":"False","wera":"False","do_id":"L25C08576","old_do_id":"LB2506322","date_of_renewal_identification":"","npi_email_temp":"marshajohnson7055@gmail.com","canceldate":"2026-02-03","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"10331","email":"raelyn.mcluhan@icloud.com","first_name":"Raelyn","last_name":"McLuhan","phone":"6503850791","orgname":"24\/7 Customer Canada, Inc.","customer_acct_name":"24\/7 Customer Canada, Inc.","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":"L25P02456","full_name":"Raelyn McLuhan","language":"English","origin":"Lapsed Spring 2024","individual_id":"202257","area_code":"650","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502638","time_zone":"5","province":"CA","members_type":"PRO","phone_2":"4087975871","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"14 March 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-03-14T14:40:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2024-02-03","cpa_certification":"CPM","cert_status":"WITHDRAWN","pds_july":"2","paid_thru":"2023-11-30","new_member_date_2":"2015-12-24","temp_do_id_for_auto_old_do_id":"L25P02456","temp_intcode_for_auto_old_int_code":"16","pds_august":"2","pds_september":"2","last_infoline_date_type":"2021-06-17","last_act_type":"2024-03-05","pcl_status":"P","pcl_completion_date":"2012-12-14","pf1_status":"P","pf1_completion_date":"2013-05-06","pf2_status":"P","pf2_completion_date":"2013-09-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-11-11","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"raelyn.mcluhan@icloud.com","pcl_completion_date_5":"2017-12-14","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"30994","email":"anjiin1348@gmail.com","first_name":"Jiin","last_name":"Ahn","phone":"7788671349","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"individual_id":"333237","full_name":"Jiin Ahn","members_type":"CAND","city_1":"Vancouver","province":"BC","language":"English","phone_2":"7788671349","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2026-03-31","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"L25C00377","last_act_type":"2026-03-31","pcl_status":"F","pcl_completion_date":"2024-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"99","blocnote":"","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"anjiin1348@gmail.com","date_of_renewal_identification":"2026-04-01","old_int_code":"06","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","pf1_status":"E"}},"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","latest_paid_thru":"2023-11-30","company_paid_thru":"2023-11-30","corp_cancel_date":"2024-02-03","company_status":"I"}},"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","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"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":"2022-09-12","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","latest_paid_thru":"2020-04-30"}},"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":{"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":"2026-03-19","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","latest_paid_thru":"2027-04-30"}},"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, TMAI","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":"03","blocnote":"Oct 22 2025 vm\n2026 May 08 call attempted but no answer from Josephine\n2026 May 11 call reached Parkinson Canada receptionist but no further conversation.\n2026 May 13 call reached Parkinson Canada automated system and receptionist multiple times, no human contact made\n2026 May 15 call reached automated system, no human contact made\n2026 May 19 call to Parkinson Canada, no contact reached, multiple name attempts, ended with receptionist - no Josephine found\n2026 May 21 call reached automated system repeatedly, no human contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call to Parkinson Canada, multiple attempts to reach Josephine, no confirmation, call ended due to max duration\n2026 May 26 call reached Parkinson Canada receptionist, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-26T10:07:30-04:00","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":"03","last_infoline_date_type":"2025-08-10","last_act_type":"2025-08-10","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","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-26T10:07:30-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"10","npi_transcriptsummary":"The call was made to Parkinson Canada and navigated through the automated menu to reach the receptionist. The agent introduced themselves as Ellen from the National Payroll Institute and attempted to speak with a contact but the call ended shortly after.","aitm_callsummarytitle":"Call reached Parkinson Canada receptionist, 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","session_id":"call_aee661286e39c1aa1f8efea64ae","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_aee661286e39c1aa1f8efea64ae","number_of_calls_reached":"7","mini_nps":"3","initialvalue":"Other","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"8872","email":"megha.behl2000@gmail.com","first_name":"Megha","last_name":"Behl","phone":"4163646002","orgname":"Spin Master Ltd.","customer_acct_name":"Spin Master Ltd.","tags":"CSV imported, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Megha Behl","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-08-04","individual_id":"289373","region":"CDN","lead_status":"Refused","last_engaged_date":"2026-02-18","old_do_id":"LB2506375","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-08-04","province":"ON","time_zone":"2","organization_id":"146905","members_type":"CORP","new_member_date_2":"2020-06-08","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2506375","phone_2":"6474508754","date_of_renewal_identification":"","last_infoline_date_type":"2026-05-20","last_act_type":"2026-05-20","pcl_status":"P","pcl_completion_date":"2020-08-19","number_of_passed_courses":"1","paid_thru":"2026-08-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","company_paid_thru":"2026-08-31","do_id":"","npi_email_temp":"megha.behl2000@gmail.com","pcl_completion_date_5":"2025-08-19","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"28847","email":"cheyenne.williams2@hotmail.com","first_name":"Cheyenne","last_name":"Williams","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Cheyenne Williams, PCP","members_type":"PRO","city_1":"Hamilton","province":"ON","language":"English","phone_2":"2898874158","new_member_date_2":"2023-08-24","pipeline_2_members_only_ast":"","individual_id":"319068","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"15 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T11:35:00-04:00","pipeline_1_lapsed_members":"","old_do_id":"L25P02201","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2504741","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","last_act_type":"2025-08-29","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":"2023-06-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-08-24","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"cheyenne.williams2@hotmail.com","pcl_completion_date_5":"2028-03-06","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"May 4 2026 Survey completed can send webinar email. Her employer will be renewing for her not sure if associate still or org.","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T11:48:00-04:00","intcode":"02","old_int_code":"06","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":"02","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":"","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","latest_paid_thru":"2026-05-31","renewal_refusal_reasons":"Switched to organization membership","sendpreexpirationemail":"2026-05-04T11:47:00-04:00"}},"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":"2025-02-10","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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"28891","email":"tcollins@tandemdiabetes.com","first_name":"Terri","last_name":"Collins","phone":"8582026517","orgname":"Tandem Diabetes Care","customer_acct_name":"Tandem Diabetes Care","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":"L25A00258","old_do_id":"AST0281","full_name":"Terri Collins","members_type":"AST","city_1":"Las Vegas","province":"NV","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-01-05","individual_id":"332858","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","area_code":"858","time_zone":"5","intcode":"06","blocnote":"May 28 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 14 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 no answer from contact, call ended due to inactivity.\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call attempt made but no answer\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no human interaction\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T18:07:10-04:00","paid_thru":"2024-12-31","phone_2":"9188522622","temp_do_id_for_auto_old_do_id":"L25A00258","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tcollins@tandemdiabetes.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-25T18:22:08-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"14","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_bb26f63f07e21cfebe16501e16b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bb26f63f07e21cfebe16501e16b","mini_nps":"3","onesentencenotrenewed":"No response from contact to discuss renewal.","initialvalue":"Other","othermemberbenefit":"No interaction to determine reason.","old_int_code":"03","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","number_of_calls_reached":"2"}},"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":"2024-03-01","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"10766","email":"sk_33@hotmail.com","first_name":"Samia","last_name":"Khan","phone":"4032866643","orgname":"Tany's Jewellery","customer_acct_name":"Tany's Jewellery","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500051","province":"AB","full_name":"Samia Khan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"229372","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00139","time_zone":"4","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-12-02","cpa_certification":"PCP","new_member_date_2":"2014-10-03","no_email_solicitation":"FALSE","cert_status":"PENDING","intcode":"21","blocnote":"22 May 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T11:55:00-04:00","pipeline_2_members_only_ast":"","old_int_code":"12","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"LB2500051","temp_intcode_for_auto_old_int_code":"21","phone_2":"4032085654","last_act_type":"2021-09-26","pcl_status":"P","pcl_completion_date":"2014-12-22","pf1_status":"P","pf1_completion_date":"2015-03-16","pf2_status":"P","pf2_completion_date":"2015-06-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-01-23","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"sk_33@hotmail.com","pcl_completion_date_5":"2019-12-22","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"31382","email":"rharms@alcoenergycanada.com","first_name":"Roxanne","last_name":"Harms","phone":"5197652575","orgname":"Alco Energy Canada Corp","customer_acct_name":"Alco Energy Canada Corp","tags":"250321 Member report","ip4":"127.0.0.1","fields":{"individual_id":"328219","full_name":"Roxanne Harms","members_type":"CAND","new_member_date_2":"2023-09-28","city_1":"Aylmer","province":"ON","language":"English","phone_2":"2262350726","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-03-21","area_code":"519","time_zone":"2","intcode":"99","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2506958","temp_intcode_for_auto_old_int_code":"99","organization_id":"320979","last_infoline_date_type":"2026-05-25","last_conf_date_type":"2024-06-19","last_act_type":"2026-05-25","company_paid_thru":"2026-12-31","pcl_status":"F","pcl_completion_date":"2025-12-02","pf1_status":"F","pf1_completion_date":"2024-11-20","number_of_passed_courses":"0","old_int_code":"2","trc":"False","wera":"False","old_do_id":"L25C00460","npi_email_temp":"rharms@alcoenergycanada.com","pcl_completion_date_5":"2030-12-02","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"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, APX Contacts Sent to TM 2026, 260522 Lapsed DEL, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Nancy Laflamme","members_type":"CORP","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":"2026-05-13","pipeline_2_members_only_ast":"","individual_id":"308016","no_email_solicitation":"False","time_zone":"2","intcode":"99","blocnote":"Mai 13th, she already renewed but to Organisation and not associate. She could not give a testimony because she was not very happy of the the fact that when she calls for questions, 2 out of 10 times the answer that the NPI gives her is not satisfactory, she is not convinced. She had to go to Normes de travail to get a satisfactory answer. She loves the seminars and webinars of NPI and she wants the email.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T11:29:00-04:00","pipeline_1_lapsed_members":"","sendpreexpirationemail":"2026-05-13T11:20:00-04:00","mini_nps":"4","value_help_with_complex":"Yes","old_int_code":"02","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"AST0768","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-03-11","last_act_type":"2026-08-05","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":"30\/04\/2027","latest_paid_thru":"2027-04-30","organization_id":"308017","canceldate":"2026-05-08","old_do_id":"AST0768","date_of_renewal_identification":"2026-05-10","testimonial":"non","renewal_refusal_reasons":"","onesentencenotrenewed":"AST->CORP","company_paid_thru":"2027-04-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"31380","email":"yamini.ramasamy@gmail.com","first_name":"Yamini","last_name":"Ramasamy","phone":"","orgname":"","customer_acct_name":"","tags":"WR250312, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"48247","full_name":"Yamini Ramasamy, PCP","members_type":"PRO","city_1":"Markham","province":"ON","phone_2":"9054717239","found":"DO11 Email","new_member_date_2":"2024-10-09","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"905","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2020-06-15","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2026-09-30","last_infoline_date_type":"2025-11-18","last_act_type":"2026-04-05","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","temp_do_id_for_auto_old_do_id":"LB2507700","npi_email_temp":"yamini.ramasamy@gmail.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"9651","email":"mseecoomar@rogers.com","first_name":"Malika","last_name":"Seecoomar","phone":"9052640707","orgname":"VetStrategy","customer_acct_name":"VetStrategy","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Malika Seecoomar","language":"English","origin":"Lapsed Spring 2024","domain_1":"rogers.com","individual_id":"280514","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2503564","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4164642485","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-04-25","intcode":"99","blocnote":"Mar 13 2025 vm  Mar 26 2025 vm\r\nMar 27 2025 vm  Apr 1 2025 vm\r\nApr 3 2025 vm  Apr 4 2025 vm  Apr 17 2025 vm\r\nMay 8 2025 vm  Aug 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-11T16:56:00-04:00","new_member_date_2":"2023-01-16","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2506530","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_act_type":"2025-11-11","pcl_status":"F","pcl_completion_date":"2023-04-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mseecoomar@rogers.com","pcl_completion_date_5":"2028-04-02","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"10883","email":"lmaxwell@astecindustries.com","first_name":"Linda","last_name":"Maxwell","phone":"5195992015","orgname":"Astec Industries\/Breaker Technology Ltd.","customer_acct_name":"Astec Industries\/Breaker Technology Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"do_id":"L25P02426","extension_phone_1":"2244","full_name":"Linda Maxwell","language":"English","origin":"Lapsed Spring 2024","domain_1":"astecindustries.com","individual_id":"18591","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502307","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"7058887151","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"18 March 2025 VM  31 March 2025 VM  07 April 2025 Not working there anymore\n2026 May 19 reached voicemail at Brinker Technology - no human interaction\n2026 May 19 call reached voicemail for Linda Max\n2026 May 21 call reached voicemail.\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:07-04:00","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","pds_july":"1","paid_thru":"2024-01-31","new_member_date_2":"2015-02-27","temp_do_id_for_auto_old_do_id":"L25P02426","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","pds_september":"1","last_infoline_date_type":"2017-06-20","last_conf_date_type":"2017-06-13","last_act_type":"2024-01-07","pcl_status":"P","pcl_completion_date":"2015-07-06","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":"2015-12-08","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"lmaxwell@astecindustries.com","pcl_completion_date_5":"2020-07-06","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-21T10:02:08-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"21","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a9c532b3e1a0de5b0db228b99f7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a9c532b3e1a0de5b0db228b99f7","number_of_total_call_attempts":"7"}},"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":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","time_zone":"2","last_infoline_date_type":"2023-01-11","last_act_type":"2026-04-05","date_of_renewal_identification":"","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","temp_do_id_for_auto_old_do_id":"L25P03198","npi_email_temp":"zabi.robi85@gmail.com","pcl_completion_date_5":"2021-01-31","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31","do_id":"L25P03198","ln_entered_date":"2026-06-02","old_do_id":"LB2507748"}},"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","latest_paid_thru":"2026-07-31"}},"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":"2024-04-03","last_act_type":"2024-04-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"talent@tracktik.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"168504","no_email_solicitation":"False","pds_march":"6","area_code":"647","time_zone":"2","intcode":"31","blocnote":"May 1 2026 vm\r\nMay 22 2026 Survey completed sent resource email.","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T12:33:00-04:00","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":"31","pds_september":"6","last_infoline_date_type":"2026-02-22","last_act_type":"2026-02-22","telemarketing_call_date":"2026-05-22","sendcandapplicationform":"2025-11-25T16:24:00-05:00","sendaigeneral":"2026-05-22T12:33:00-04:00","sendoctoberemail":"2025-10-16T09:55:01-04:00","sendaidate":"2026-05-22T12:33:42-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T09:55:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"06","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","latest_paid_thru":"2026-11-30","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","sendaiemail":"2026-05-22T12:33:42-04:00"}},"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":"2021-05-02","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","latest_paid_thru":"2022-01-31"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"Ongoing member received a call and awaits to the next call","individual_id":"338553","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"10","blocnote":"May 4 2026 vm  May 6 2026 not available\r\nMay 12 2026 vm  May 15 2026 vm\r\nMay 21 2026 not available\r\nMay 27 2026 She is out of the office this week. Call Monday.","dhmsfin_telemarketing_last_contacted_date":"2026-05-27T13:19:00-04:00","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":"AST0871","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2026-05-20","telemarketing_call_date":"2026-05-27","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":"99","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\/2027","latest_paid_thru":"2027-05-31","date_of_renewal_identification":"2026-05-23","ai_entered_date":"2026-05-23"}},"seriesid":"163"}
{"contact":{"id":"10268","email":"crystallife2009@hotmail.com","first_name":"Jing","last_name":"Shen","phone":"6477067092","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":"Jing Shen","language":"English","origin":"Lapsed Spring 2024","individual_id":"316944","region":"CDN","lead_status":"Refused","old_do_id":"LB2503715","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6477067092","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 14 2025 Survey completed send email","dhmsfin_telemarketing_last_contacted_date":"2025-03-14T13:56:00-04:00","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","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","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","intcode":"21","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","sendapplicationform":"2025-03-14T17:41:00-04:00","membershipcostspecify":"If I am not taking courses right now so didn't want to spend money on membership.","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-09-20","temp_do_id_for_auto_old_do_id":"LB2504829","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":"2022-09-20","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","do_id":"LB2504829","npi_email_temp":"crystallife2009@hotmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2026-08-31"}},"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","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"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":"2021-02-06","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","latest_paid_thru":"2022-07-31"}},"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","latest_paid_thru":"2020-06-30","company_paid_thru":"2020-06-30","corp_cancel_date":"2020-09-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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":"Pre-membership expiration","individual_id":"340117","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"June 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T11:22:00-04:00","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":"AST0971","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2026-01-20","last_act_type":"2026-01-20","telemarketing_call_date":"2026-05-06","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","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16"}},"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":"2021-04-10","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","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"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":"2024-06-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"yrajan@bccpa.ca","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"29411","email":"lesia_harris@sympatico.ca","first_name":"Lesia","last_name":"Harris","phone":"4168852801","orgname":"Practical HR Management Inc","customer_acct_name":"Practical HR Management Inc","tags":"250205 AST Members, Zerobounce indication, Exclusion List 250404, npiAlert12, 250903 Update AST from Mem Portal, NPI LN sent to TM, 2512 Active AST approached, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A03045","old_do_id":"AST0590","full_name":"Lesia Harris","members_type":"AST","city_1":"Erin","province":"ON","language":"English","phone_2":"4168852801","lead_status":"Lapsed Member","zerobounce_reason":"No Valid: abuse","pipeline_2_members_only_ast":"","new_member_date_2":"2006-05-05","time_zone":"2","area_code":"416","pipeline_1_lapsed_members":"Non-mailable Lapsed members","individual_id":"63936","pds_july":"4","paid_thru":"2026-02-28","blocnote":"May 4 2026 vm\r\nMay 6 2026 vm\r\nMay 13 2026 vm\r\nMay 19 2026 \r\nMay 28 2026 vm\r\nJune 1 2026 No answer","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T16:28:00-04:00","intcode":"05","pds_august":"4","temp_do_id_for_auto_old_do_id":"L25A03045","temp_intcode_for_auto_old_int_code":"05","pds_september":"4","last_infoline_date_type":"2022-11-22","last_conf_date_type":"2004-06-22","last_act_type":"2025-02-18","telemarketing_call_date":"2025-12-04","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"lesia_harris@sympatico.ca","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","date_of_renewal_identification":"","ler_entered_date":"2026-05-03","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:42-04:00","number_of_call_attempts":"8","number_of_total_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":"Call reached voicemail","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ea7fc3cdee839b068c10095e647","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ea7fc3cdee839b068c10095e647","notrenewedwanttorenew":"No","old_int_code":"06"}},"seriesid":"163"}
{"contact":{"id":"8870","email":"graveyardlady_24@yahoo.com","first_name":"Mary","last_name":"Escano","phone":"3065529157","orgname":"East-West College","customer_acct_name":"East-West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06926","province":"SK","full_name":"Mary Ann Escano","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"306026","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501759","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":"2021-10-06","temp_do_id_for_auto_old_do_id":"L25C06926","phone_2":"3065529157","last_act_type":"2021-10-19","pcl_status":"P","pcl_completion_date":"2022-01-02","pf1_status":"F","pf1_completion_date":"2022-02-27","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"graveyardlady_24@yahoo.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"30861","email":"nitinca.mba08@gmail.com","first_name":"Nitin","last_name":"Goel","phone":"7786804874","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":"332512","full_name":"Nitin Goel","members_type":"CAND","do_id":"L25C00306","city_1":"Surrey","province":"BC","language":"English","phone_2":"7786804874","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":"L25C00306","last_act_type":"2024-10-01","pcl_status":"P","pcl_completion_date":"2024-03-27","pf1_status":"F","pf1_completion_date":"2024-05-06","number_of_passed_courses":"1","intcode":"02","blocnote":"LNC \/ 13 November 2025 Temporarily not available\r\nLNC \/ 10 December 2025 Completed - Sent the e-mail for renewal","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:40:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"02","trc":"True","wera":"False","sendapplicationform":"2025-12-10T18:38:00-05:00","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":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"still studying","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"not able","engagingstrategiesspecify":"","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","old_int_code":"06","npi_email_temp":"nitinca.mba08@gmail.com","pcl_completion_date_5":"2029-03-27","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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":"2026-06-02","last_act_type":"2026-06-02","company_paid_thru":"2026-01-31","date_of_renewal_identification":"","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"emmka.watson@nousgroup.com","ln_entered_date":"2026-04-11","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","corp_cancel_date":"2026-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10198","email":"cotestgeorge@hotmail.com","first_name":"Myrna","last_name":"Mcnaughtan","phone":"6138942349","orgname":"Wabano Centre for Aboriginal Health","customer_acct_name":"Wabano Centre for Aboriginal Health","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":"L25P02417","full_name":"Myrna McNaughtan","language":"English","origin":"Lapsed Spring 2024","individual_id":"273278","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502609","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"6138942349","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"15","blocnote":"Mar 14 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 9 2025 vm\r\nLN Sept 16 2025 vm\n2026 May 15 - Call went to voicemail, no message left.\n2026 May 15 - reached voicemail, no message left\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call ended quickly with no renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","paid_thru":"2024-01-31","new_member_date_2":"2019-02-22","temp_do_id_for_auto_old_do_id":"L25P02417","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2020-05-21","last_act_type":"2024-01-07","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2020-06-21","pf2_status":"P","pf2_completion_date":"2020-10-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-03-30","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"cotestgeorge@hotmail.com","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-21T10:02:08-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Myrna but the user indicated it was their phone and was unsure about the situation. The call ended shortly after without further discussion.","aitm_callsummarytitle":"Brief call with no renewal discussion","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"User did not engage in renewal discussion and ended call quickly.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"User was unsure about the phone and did not engage in conversation.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_550a4ed04c58ffbb8edd0671a8c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_550a4ed04c58ffbb8edd0671a8c","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"5735","email":"laurence.lauzon@yahoo.com","first_name":"Laurence","last_name":"Lauzon","phone":"5143979997","orgname":"EDF Renewables INc","customer_acct_name":"EDF Renewables INc","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501723","province":"QC","full_name":"Laurence Lauzon","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2004-10-22","individual_id":"82227","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"QNPIRETP00279","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-10-04","cpa_certification":"SCP","cert_status":"WITHDRAWN","intcode":"16","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"6","paid_thru":"2022-07-31","blocnote":"12 aout 2025 nest plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T15:58:00-04:00","new_member_date_2":"2004-08-25","temp_do_id_for_auto_old_do_id":"LB2501723","temp_intcode_for_auto_old_int_code":"16","pds_august":"6","phone_2":"5147100633","pds_september":"6","last_infoline_date_type":"2022-03-17","last_act_type":"2023-02-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2006-10-23","number_of_passed_courses":"1","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"laurence.lauzon@yahoo.com","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"29941","email":"emitchell@bearspawschool.com","first_name":"Elaine","last_name":"Mitchell","phone":"4032952566","orgname":"Bearspaw Christian School","customer_acct_name":"Bearspaw Christian School","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, 250205 AST Members, WRA250611, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"do_id":"AST2007","full_name":"Elaine Mitchell","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4032082283","lead_status":"Renewed APX","new_member_date_2":"2014-10-23","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"229874","no_email_solicitation":"False","area_code":"403","time_zone":"2","blocnote":"May 6 2026 completed with renewal ( she will renew soon) sent both emails","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T13:58:00-04:00","intcode":"0","pipeline_1_lapsed_members":"Renewed lapsed","extension_phone_1":"5902","old_do_id":"L25A01738","date_of_renewal_identification":"2026-05-09","paid_thru":"2027-03-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST2007","temp_intcode_for_auto_old_int_code":"02","last_infoline_date_type":"2025-10-22","last_act_type":"2025-10-22","telemarketing_call_date":"2026-05-06","old_int_code":"02","pcl_status":"P","pcl_completion_date":"2015-03-16","pf1_status":"P","pf1_completion_date":"2015-09-22","pf2_status":"P","pf2_completion_date":"2018-02-27","number_of_passed_courses":"3","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:41-05:00","npi_email_temp":"emitchell@bearspawschool.com","apx_entered_date":"2026-02-14","pcl_completion_date_5":"2020-03-16","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","mini_nps":"4","testimonial":"N\/A","renewal_refusal_reasons":"","regular_email_change_date":"2026-05-06T13:57:24-04:00","npi_email_2":"themitchell5@shaw.ca","sendpreexpirationemail":"2026-05-06T13:57:00-04:00","sendapxapplicationform":"2026-05-06T13:57:00-04:00","last_engaged_date":"2026-05-29","last_login_date":"2026-05-06T14:12:27-04:00","member_may":"10","resources_tools_may":"1"}},"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","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"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":"2026-07-01","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","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","latest_paid_thru":"2026-11-30","cpa_certification":"PCP"}},"seriesid":"163"}
{"contact":{"id":"8827","email":"chrish1_01@hotmail.com","first_name":"Chrishantini","last_name":"Kanagaratnam","phone":"6472441029","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":"L25C06977","full_name":"Chrishantini Kanagaratnam","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305162","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503136","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6472441029","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"LNC \/ 07 November 2025 VM\r\nLNC \/ 11 December 2025 VM","paid_thru":"2022-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T09:21:00-05:00","new_member_date_2":"2021-09-15","temp_do_id_for_auto_old_do_id":"L25C06977","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-09-14","pcl_status":"F","pcl_completion_date":"2021-12-23","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"10","trc":"False","wera":"False","npi_email_temp":"chrish1_01@hotmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"13837","email":"kandy@cidbooks.com","first_name":"Kandy","last_name":"Lehmann","phone":"2507703133","orgname":"Consider It Done Bookkeeping Ltd.","customer_acct_name":"Consider It Done Bookkeeping Ltd.","tags":"241015 CDN, NPIdealed, Members from extract, moveToDeleted, TMAI, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Kandy Lehmann","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2020-09-16","domain_1":"cidbooks.com","attended_webinar":"Yes","individual_id":"291242","members_type":"AST","time_zone":"3","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"L25O05608","province":"BC","extension_phone_1":"105","phone_2":"2503282880","organization_id":"329111","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","date_of_renewal_identification":"","canceldate":"2021-11-02","new_member_date_2":"2020-09-16","temp_do_id_for_auto_old_do_id":"L25A03131","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2024-05-02","last_act_type":"2024-05-02","number_of_passed_courses":"0","do_id":"L25A03131","pipeline_2_members_only_ast":"","paid_thru":"2025-08-31","trc":"False","wera":"False","npi_email_temp":"kandy@cidbooks.com","aitm_status_called":"2026-03-03T12:35:53-05:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T12:35:53-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was very brief and disconnected shortly after initiation without any meaningful conversation or information exchange.","aitm_callsummarytitle":"Call disconnected early with no conversation","blocnote":"2026 Mar 03 call disconnected early with no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","old_int_code":"99","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","ln_entered_date":"2026-06-01","formatted_paid_thru":"31\/08\/2025","company_paid_thru":"2025-08-31","latest_paid_thru":"2025-08-31","corp_cancel_date":"2025-11-04","company_status":"I"}},"seriesid":"163"}
{"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":"2024-08-01","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"33520","email":"rena.rw.wang@gmail.com","first_name":"Rui","last_name":"Wang","phone":"5145506615","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":"334117","full_name":"Rui Wang","members_type":"CAND","do_id":"L25C00511","lead_status":"Lapsed Member","new_member_date_2":"2024-02-06","city_1":"Richmond","time_zone":"5","province":"BC","language":"English","phone_2":"5145506615","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00511","last_act_type":"2024-05-02","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 No time to talk","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:36:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"rena.rw.wang@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","new_member_date_2":"2022-11-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"705","time_zone":"2","language":"English","intcode":"31","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"285956","cert_status":"WITHDRAWN_CPE","blocnote":"May 11 2026 Survey completed sent resource email.  She said she is will be doing an exam to reinstate her PCP certification.","paid_thru":"2026-10-31","email2":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:19:00-04:00","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last 7 days","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1772","old_int_code":"99","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2024-07-03","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":"2026-05-11","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","latest_paid_thru":"2026-10-31","extension_phone_1":"","sendaigeneral":"2026-05-11T14:19:00-04:00","sendaiemail":"2026-05-11T14:19:33-04:00","sendaidate":"2026-05-11T14:19:34-04:00"}},"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":"2025-06-10","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","npi_email_temp":"princessadetuwo@ymail.com","pcl_completion_date_5":"2024-12-23","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"12064","email":"barrett@barrettlumber.com","first_name":"Vicki","last_name":"Penny","phone":"9028652330","orgname":"Barrett Truss & Building Supplies","customer_acct_name":"Barrett Truss & Building Supplies","tags":"CSV imported, 241010 CDN, NPIdealed, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"extension_phone_1":"x111","full_name":"Vicki Penny","language":"English","origin":"2022 WINTER Lapsed Members","domain_1":"barrettlumber.com","attended_webinar":"Yes","do_id":"L25A02786","email2":"Fromans@Barrettlumber.Com","individual_id":"218870","members_type":"AST","time_zone":"2","area_code":"902","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501799","province":"NS","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","blocnote":"may 23 2025 vm  Sept 5 2025 vm\n2026 May 08 call reached voicemail answered by Christie, Vicki not available\n2026 May 11 reached voicemail answered by Christie\n2026 May 13 call disconnected quickly after digit press, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T10:06:42-04:00","pipeline_2_members_only_ast":"","canceldate":"2021-06-02","temp_do_id_for_auto_old_do_id":"L25A02786","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-05-27","new_member_date_2":"2020-03-27","paid_thru":"2021-03-31","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":"barrett@barrettlumber.com","pcl_completion_date_5":"2018-12-23","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-13T10:06:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The call was very brief, lasting only 7 seconds, and ended with the user hanging up immediately after the digit press attempt. No conversation took place.","aitm_callsummarytitle":"Call disconnected immediately after digit press","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_59dc3847453f6e27090f027c423","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_59dc3847453f6e27090f027c423","old_int_code":"6","number_of_calls_reached":"1"}},"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":"2022-11-01","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","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"10204","email":"nayab.shafique@deliverect.com","first_name":"Nayab","last_name":"Shafique","phone":"6474601116","orgname":"Deliverect","customer_acct_name":"Deliverect","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00420","province":"ON","full_name":"Nayab Shafique","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-11-08","domain_1":"deliverect.com","lapsed_expiration_date":"2023-01-05","individual_id":"311804","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00800","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"May 22 2025 vm\r\nAug 7 2025 vm\r\nLN Oct 7 2025 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-10-07T11:33:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00420","temp_intcode_for_auto_old_int_code":"16","organization_id":"307075","last_act_type":"2022-05-04","old_int_code":"08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nayab.shafique@deliverect.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"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, TMAI","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":"15","blocnote":"may 26 2025 vm  Sept 5 2025 vm\n2026 May 08 call disconnected due to inactivity, no clear contact reached","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:47-04:00","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":"15","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","latest_paid_thru":"2021-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Maira but was unable to get a clear response due to inaudible speech. The call ended due to inactivity without completing the conversation or any task.","aitm_callsummarytitle":"Unsuccessful call - no clear contact reached","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_110a586aecd06ccd0745ec2ae37","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_110a586aecd06ccd0745ec2ae37","number_of_calls_reached":"1"}},"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, TMAI","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\n2026 May 19 call reached voicemail\n2026 May 19 callback scheduled for May 22 at 3 PM\n2026 May 22 contact requested callback for next Wednesday - NPI# not provided\n2026 May 27 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T09:37:03-04:00","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":"3","age_range":"Preferred not to say","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":"2020-06-03","last_act_type":"2025-04-24","old_int_code":"10","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-27T10:02:10-04:00","number_of_call_attempts":"2","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","session_id":"call_d95bccee0fcca6f0928ac98f736","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d95bccee0fcca6f0928ac98f736","npi_call_back_date_and_time":"2026-05-27T09:52:00-04:00","npi_call_back_time_hour":"09","npi_call_back_time_minute":"52","onesentencenotrenewed":"Contact requested a callback and did not express renewal intent during the call.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Requested callback without discussing renewal","number_of_total_call_attempts":"1"}},"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":"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":"2021-11-08","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","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"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":"2022-08-01","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","latest_paid_thru":"2022-12-31"}},"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":"2021-02-12","last_act_type":"2021-02-12","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","latest_paid_thru":"2022-09-30"}},"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","latest_paid_thru":"2022-06-30","company_paid_thru":"2022-06-30","corp_cancel_date":"2022-09-02","company_status":"I"}},"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","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10762","email":"emily.birch@grainger.com","first_name":"Emily","last_name":"Henning","phone":"2243171137","orgname":"Grainger","customer_acct_name":"Grainger","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":"Emily Henning","language":"English","origin":"Lapsed Spring 2024","domain_1":"grainger.com","individual_id":"299508","area_code":"224","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25C06355","time_zone":"3","province":"IL","members_type":"CAND","phone_2":"2629095062","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:54:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2023-02-22","temp_do_id_for_auto_old_do_id":"L25C06355","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-02-16","last_act_type":"2025-03-07","pcl_status":"P","pcl_completion_date":"2023-06-28","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"emily.birch@grainger.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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, TMAI","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\n2026 May 08 contact informed Shawna no longer works there","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:45-04:00","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2020-04-30","old_int_code":"08","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","latest_paid_thru":"2020-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Guardian Group asking for Shawna but was informed by Denise that Shawna no longer works there. The call ended shortly after with no further conversation.","aitm_callsummarytitle":"Contact no longer works at company","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2aac1090b14473fb1025f113bb8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2aac1090b14473fb1025f113bb8","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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":"2026-04-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"marcela@innovaincanada.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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":"2024-07-02","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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30931","email":"hentz@shaw.ca","first_name":"Hailey","last_name":"Entz","phone":"4035504146","orgname":"Make It New Contracting Inc.","customer_acct_name":"Make It New Contracting Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"84808","full_name":"Hailey Entz","members_type":"PRO","do_id":"L25P00201","city_1":"Langford","province":"BC","language":"English","phone_2":"4035504146","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2009-08-18","area_code":"403","time_zone":"4","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"15","blocnote":"15 April 2025 VM\r\n23 April 2025 VM\r\n03 September 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 14 - Asked for Hailey, no answer; call disconnected","pds_july":"1","paid_thru":"2024-12-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T12:41:39-04:00","temp_do_id_for_auto_old_do_id":"L25P00201","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","pds_september":"1","last_infoline_date_type":"2023-07-21","last_act_type":"2025-02-06","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"hentz@shaw.ca","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-14T12:41:39-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent placed an outbound call asking to speak with Hailey; there was no answer beyond the identity-check prompts and the call ended shortly after.","aitm_callsummarytitle":"Asked for Hailey \u2014 no answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ad27f27de5e7025efec9d8041c9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ad27f27de5e7025efec9d8041c9","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"28785","email":"pamgaza@gmail.com","first_name":"Pamela","last_name":"Gaza","phone":"2046314600","orgname":"Red River Co-op.","customer_acct_name":"Red River Co-op.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0510","full_name":"Pamela Gaza","members_type":"AST","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2042933750","lead_status":"Renewed APX","new_member_date_2":"2022-08-11","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"223658","no_email_solicitation":"False","area_code":"204","time_zone":"3","intcode":"06","blocnote":"Apr 30 2026 vm  MAy 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T10:12:00-04:00","pipeline_1_lapsed_members":"","sendpreexpirationemail":"2025-08-12T16:21:00-04:00","sendapplicationform":"2025-07-17T12:35:00-04:00","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":"Yes","value_designation":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"Yes","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-08-08","regular_email_change_date":"2025-08-12T11:21:38-04:00","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"1035","temp_do_id_for_auto_old_do_id":"AST0510","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-06-09","last_act_type":"2025-07-31","telemarketing_call_date":"2026-05-22","pcl_status":"P","pcl_completion_date":"2022-12-11","pf1_status":"F","pf1_completion_date":"2024-05-28","pf2_status":"P","pf2_completion_date":"2014-06-11","number_of_passed_courses":"2","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:21-05:00","last_engaged_date":"2025-12-01","npi_email_temp":"pamgaza@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"9618","email":"moosekapps@gmail.com","first_name":"Moise","last_name":"Kansela","phone":"6475485062","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":"L25C07645","full_name":"Moise Kansela","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"303828","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503322","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6475485062","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"07","blocnote":"13 March 2025 VM\r\n25 March 2025 Call in an hour\r\n03 April 2025 VM  Apr 7 2025 vm  Apr 30 2025 vm\r\nAug 5 2025 not a good time","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T15:13:00-05:00","paid_thru":"2022-08-31","new_member_date_2":"2021-09-21","temp_do_id_for_auto_old_do_id":"L25C07645","temp_intcode_for_auto_old_int_code":"07","last_act_type":"2021-10-13","pcl_status":"F","pcl_completion_date":"2022-01-10","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","old_int_code":"6","npi_email_temp":"moosekapps@gmail.com","pcl_completion_date_5":"2027-01-10","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"30849","email":"marshakalita@gmail.com","first_name":"Marsha","last_name":"Kalita","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":"328444","full_name":"Marsha Kalita, Bookkeeper","members_type":"CORP","do_id":"L25O00687","coidnewmbrdate":"2024-01-09","city_1":"West Lorne","province":"ON","language":"English","phone_2":"5197023452","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"519","time_zone":"2","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":"2025-10-08T11:09:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00687","temp_intcode_for_auto_old_int_code":"6","organization_id":"328445","last_act_type":"2024-08-01","pcl_status":"P","pcl_completion_date":"2023-12-18","pf1_status":"F","pf1_completion_date":"2024-04-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"marshakalita@gmail.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8923","email":"tamrodia@gmail.com","first_name":"Rodia","last_name":"Tam","phone":"4163213441","orgname":"Rodia Tam","customer_acct_name":"Rodia Tam","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00056","province":"ON","full_name":"Rodia Tam","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"251426","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00221","time_zone":"2","members_type":"AST","new_member_date_2":"2017-03-21","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-05-02","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"PENDING","intcode":"21","blocnote":"May 13 2025 Rodia no longer with the company","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T14:25:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"12","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00056","temp_intcode_for_auto_old_int_code":"21","phone_2":"6476672638","last_infoline_date_type":"2022-12-21","last_act_type":"2022-12-21","pcl_status":"P","pcl_completion_date":"2017-07-02","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":"2019-04-25","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"tamrodia@gmail.com","pcl_completion_date_5":"2022-07-02","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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":"2020-05-08","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","latest_paid_thru":"2021-09-30"}},"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":"Renewed APX","new_member_date_2":"2024-05-29","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"337392","no_email_solicitation":"False","area_code":"678","time_zone":"2","intcode":"99","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":"11","paid_thru":"2027-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0482","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-08-05","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\/2027","latest_paid_thru":"2027-05-31","date_of_renewal_identification":"2026-05-30"}},"seriesid":"163"}
{"contact":{"id":"10274","email":"lorianne.paananen@umbra.com","first_name":"Cheryl","last_name":"Sproul","phone":"4169403236","orgname":"Umbra Ltd.","customer_acct_name":"Umbra Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01571","province":"ON","full_name":"Cheryl Sproul, CHRL, CHRP, HRCCC","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1999-10-01","domain_1":"umbra.com","lapsed_expiration_date":"2022-12-02","individual_id":"260850","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501134","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 22 2025 vm\r\nAug 7 2025 vm\r\nLN Oct 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-07T11:37:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01571","temp_intcode_for_auto_old_int_code":"6","organization_id":"33638","pds_august":"1","phone_2":"9052018414","pds_september":"1","last_act_type":"2022-07-11","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"lorianne.paananen@umbra.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"28899","email":"kaldridge@mjmc.com","first_name":"Kate","last_name":"Aldridge","phone":"7085894070","orgname":"MJMC Inc.","customer_acct_name":"MJMC Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0023","full_name":"Kate Aldridge","members_type":"AST","city_1":"Hazel Crest","province":"IL","language":"English","lead_status":"Renewed APX","last_engaged_date":"2025-12-01","new_member_date_2":"2021-08-18","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"304087","no_email_solicitation":"False","area_code":"708","time_zone":"3","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:03:00-04:00","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":"AST0023","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-06-18","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:53-05:00","npi_email_temp":"kaldridge@mjmc.com","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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","latest_paid_thru":"2025-12-31"}},"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":"2021-09-11","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","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"8025","email":"kelly@planofactionaccounting.ca","first_name":"Emma","last_name":"Calver","phone":"4032615942","orgname":"Plan of Action Accounting","customer_acct_name":"Plan of Action Accounting","tags":"CSV imported, NPIdealed, npiAlert12, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01854","full_name":"Monuik Kelly","language":"English","origin":"Lapsed members","explicit_consent_date":"2020-11-27","domain_1":"planofactionaccounting.ca","individual_id":"295303","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502258","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25O01854","organization_id":"295304","members_type":"CORP","sendapplicationform":"2025-10-16T11:57:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T11:59:00-04:00","regular_email_change_date":"2025-10-16T11:57:19-04:00","intcode":"15","blocnote":"LN Oct 16 2025 Emma no longer there. Now Kelly said did not use membership but can send email.","temp_intcode_for_auto_old_int_code":"15","number_of_passed_courses":"0","last_act_type":"2021-12-14","last_infoline_date_type":"2021-06-18","trc":"False","wera":"False","npi_email_temp":"kelly@planofactionaccounting.ca","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","company_paid_thru":"2021-10-31","corp_cancel_date":"2022-01-07","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5727","email":"louisechoquette514@gmail.com","first_name":"Louise","last_name":"Choquette","phone":"5142496758","orgname":"","customer_acct_name":"","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P00016","province":"QC","full_name":"Louise Choquette","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2023-05-02","individual_id":"21711","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","old_do_id":"QNPIRETP00127","members_type":"PRO","canceldate":"2023-05-02","new_member_date_2":"1999-03-01","pipeline_1_lapsed_members":"Refused Lapsed","cpa_certification":"GAP","cert_status":"WITHDRAWN","intcode":"01","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2023-02-28","blocnote":"12 aout 2025 pas renouveler car semi retraite","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T15:46:00-04:00","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":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"presque retraite","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":"L25P00016","temp_intcode_for_auto_old_int_code":"1","pds_august":"1","phone_2":"4504491154","pds_september":"1","last_infoline_date_type":"2017-01-03","last_act_type":"2023-07-31","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"louisechoquette514@gmail.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"14540","email":"idmacdonald@shaw.ca","first_name":"Ivy","last_name":"Krause-MacDonald","phone":"4036854141","orgname":"Dunphy & Associates Inc.","customer_acct_name":"Dunphy & Associates Inc.","tags":"241016 CDN, F24 Absentees, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Ivy Krause-MacDonald","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"136541","time_zone":"4","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"L25A00006","members_type":"AST","new_member_date_2":"2020-09-11","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-11-02","no_email_solicitation":"FALSE","pds_march":"1","intcode":"01","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:45-04:00","blocnote":"18 February 2025 VM\n 19 February 2025 VM\n 20 February 2025 VM\n 21 February 2025 VM\n 25 February 2025 VM\n 26 February 2025 Not in the office\n 27 February 2025 VM\n 28 February 2025 VM\n 24 March 2025 Only Tuesday and Thursday\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 contact is retired and not using membership, no renewal interest","pds_july":"1","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A00006","temp_intcode_for_auto_old_int_code":"01","pds_august":"1","phone_2":"4033700975","pds_september":"1","last_act_type":"2021-10-28","pcl_status":"F","pcl_completion_date":"2009-02-10","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"idmacdonald@shaw.ca","pcl_completion_date_5":"2014-02-10","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:26:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Ivy to discuss her lapsed Associate membership with the National Payroll Institute. Ivy indicated she has not used the membership for a couple of years and is now retired, so she is not interested in renewing. The call ended politely with no further action taken.","aitm_callsummarytitle":"Contact not interested in renewing due to retirement","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8ca6cc2285014b48d606c9c6692","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8ca6cc2285014b48d606c9c6692","onesentencenotrenewed":"I haven't used it for the last couple of years and I'm retired now, so I'm not using it.","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"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":"2019-11-12","last_act_type":"2020-01-12","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","latest_paid_thru":"2020-06-30"}},"seriesid":"163"}
{"contact":{"id":"10202","email":"jcroft@clnorthperth.ca","first_name":"Jennifer","last_name":"Croft","phone":"5192911350","orgname":"Community Living North Perth","customer_acct_name":"Community Living North Perth","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01568","province":"ON","full_name":"Jennifer Croft","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-11-11","domain_1":"clnorthperth.ca","lapsed_expiration_date":"2023-01-05","individual_id":"307163","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501121","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":"2025-12-11T12:28:00-05:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O01568","temp_intcode_for_auto_old_int_code":"6","organization_id":"307162","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jcroft@clnorthperth.ca","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"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":"2022-03-02","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","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"29489","email":"sophie.beaulieu@vrrh.ulaval.ca","first_name":"Sophie","last_name":"Beaulieu","phone":"4188058370","orgname":"Universit\u00e9 Laval","customer_acct_name":"Universit\u00e9 Laval","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0103","full_name":"Sophie Beaulieu","members_type":"AST","city_1":"Qu\u00e9bec","province":"QC","language":"French","phone_2":"4188058370","lead_status":"Renewed APX","new_member_date_2":"2024-02-07","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"157037","no_email_solicitation":"False","pds_march":"11","area_code":"418","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"","pds_may":"11","sendjulyemail":"2025-07-10T18:50:00-04:00","blocnote":"AI 16 oct 2025 bv\r\n22 oct 2025 bv\r\n28 oct 2025 bv\r\n30 oct 2025 bv","sendmayemail":"2025-07-10T18:50:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:52:00-04:00","full_name_2":" ","pds_july":"11","paid_thru":"2027-01-31","pds_august":"11","temp_do_id_for_auto_old_do_id":"AST0103","temp_intcode_for_auto_old_int_code":"99","pds_september":"11","last_infoline_date_type":"2026-03-17","last_conf_date_type":"2016-06-15","last_act_type":"2026-03-17","telemarketing_call_date":"2025-10-30","old_int_code":"06","number_of_passed_courses":"0","pds_october":"11","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:39-05:00","pds_november":"11","npi_email_temp":"sophie.beaulieu@vrrh.ulaval.ca","date_of_renewal_identification":"2026-03-18","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"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","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"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":"2021-07-05","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","latest_paid_thru":"2022-04-30"}},"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":"2022-05-10","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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"8807","email":"chichii.adegboyega@gmail.com","first_name":"Chinyere","last_name":"Adegboyega","phone":"4036674144","orgname":"","customer_acct_name":"","tags":"CSV imported, 250217 Lapsed, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"L25P00017","full_name":"Chinyere Adegboyega","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-09-02","individual_id":"217118","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000159","canceldate":"2021-09-02","members_type":"PRO","time_zone":"4","new_member_date_2":"2013-07-22","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T17:21:46-04:00","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 VM\n 26 February 2025 VM\n 27 February 2025 VM\n 28 February 2025 VM\n 24 March 2025 VM\n 26 March 2025 Mail box full","onesentencenotrenewed":"PRO reached 3 years limit for renewal","province":"AB","cpa_certification":"PCP","cert_status":"WITHDRAWN","pds_july":"6","paid_thru":"2021-06-30","temp_do_id_for_auto_old_do_id":"L25P00017","temp_intcode_for_auto_old_int_code":"21","pds_august":"6","phone_2":"4036674144","pds_september":"6","last_act_type":"2023-05-25","pcl_status":"P","pcl_completion_date":"2013-11-05","pf1_status":"P","pf1_completion_date":"2014-03-03","pf2_status":"P","pf2_completion_date":"2014-06-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-04-18","number_of_passed_courses":"4","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"chichii.adegboyega@gmail.com","pcl_completion_date_5":"2018-11-05","formatted_paid_thru":"30\/06\/2021","latest_paid_thru":"2021-06-30"}},"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":{"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":"2024-07-02","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","latest_paid_thru":"2025-01-31"}},"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":"2024-07-11","last_act_type":"2024-07-11","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","latest_paid_thru":"2025-02-28"}},"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":"2025-12-15","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","latest_paid_thru":"2026-12-31"}},"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":"2024-11-04","last_act_type":"2024-11-04","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","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"8805","email":"amin@radissonreddeer.com","first_name":"Amin","last_name":"Suleman","phone":"4033571101","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":"L25O01605","province":"AB","full_name":"Amin Suleman","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-09-28","domain_1":"radissonreddeer.com","lapsed_expiration_date":"2022-12-02","individual_id":"305577","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500253","time_zone":"4","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":"2025-12-08T11:20:00-05:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01605","temp_intcode_for_auto_old_int_code":"6","organization_id":"305575","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amin@radissonreddeer.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"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, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Juan Lin","language":"English","origin":"Lapsed Spring 2024","individual_id":"221423","region":"CDN","lead_status":"Refused","old_do_id":"L25P02421","members_type":"PRO","province":"BC","area_code":"778","time_zone":"5","phone_2":"7783852323","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 17 2025 Survey completed\n2026 May 12 call reached voicemail, no contact made\n2026 May 12 contact wants to cancel membership due to family commitments and lack of time to renew.","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T14:58:45-04:00","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":"01","pds_august":"1","pds_september":"1","last_act_type":"2024-01-07","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","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-12T15:11:42-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Juan regarding his lapsed Professional membership with the National Payroll Institute. Juan expressed that he wants to cancel because he is not currently working in payroll due to family commitments and does not have time to renew or complete the survey. The agent acknowledged his reason and ended the call politely.","aitm_callsummarytitle":"Contact declined renewal due to family commitments","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e7f4ece90399838f0a5e389e698","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e7f4ece90399838f0a5e389e698","onesentencenotrenewed":"The contact does not want to renew because he is not currently working in payroll due to family commitments and lack of time.","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"7888","email":"tracyxhsun@hotmail.com","first_name":"Xiao","last_name":"Hong Sun","phone":"4032091501","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02416","full_name":"Xiao Hong Sun","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"13-ao?t-13","individual_id":"217648","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502995","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-10-02","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2013-08-13","no_email_solicitation":"FALSE","pds_march":"5","cert_status":"WITHDRAWN_CPE","province":"AB","time_zone":"4","pds_july":"5","paid_thru":"2021-07-31","intcode":"03","blocnote":"Aug 13 2025 vm\n2026 May 08 call ended after initial greeting, no conversation\n2026 May 11 call initiated but no contact reached\n2026 May 13 call ended after initial greeting, no conversation\n2026 May 15 call initiated but no contact reached\n2026 May 19 call initiated but no contact reached\n2026 May 21 call initiated but no contact reached\n2026 May 25 call ended without contact answering","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:06-04:00","temp_do_id_for_auto_old_do_id":"L25A02416","temp_intcode_for_auto_old_int_code":"03","pds_august":"5","phone_2":"4032091501","pds_september":"5","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-12-18","pf1_status":"P","pf1_completion_date":"2014-05-27","pf2_status":"P","pf2_completion_date":"2014-12-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-02-18","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pcp_we":"EXEMPTED","pds_november":"5","npi_email_temp":"tracyxhsun@hotmail.com","pcl_completion_date_5":"2018-12-18","formatted_paid_thru":"31\/07\/2021","latest_paid_thru":"2021-07-31","called_by":"Tri","aitm_status_called":"2026-05-25T13:07:06-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent attempted to reach Xiao but did not receive a response during the call, which lasted 31 seconds before the user hung up.","aitm_callsummarytitle":"No answer from contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_763b7c76fdb6313b6bfc2153426","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_763b7c76fdb6313b6bfc2153426","number_of_calls_reached":"7"}},"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, AI Contacts sent to TM 2026, 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":"2023-11-12","last_act_type":"2026-03-27","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","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"10242","email":"kaylatsilva88@gmail.com","first_name":"Kayla","last_name":"Silva","phone":"5149702198","orgname":"","customer_acct_name":"","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":"L25P02410","full_name":"Kayla Silva","language":"English","origin":"Lapsed Spring 2024","individual_id":"232171","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503925","members_type":"PRO","province":"QC","area_code":"514","time_zone":"2","phone_2":"5149702198","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Mar 14 2025 refused\n2026 May 15 reached voicemail, no conversation\n2026 May 15 reached voicemail, message left\n2026 May 19 call disconnected after initial greeting","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T09:42:01-04:00","intcode":"15","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","notrenewedother":"Refused","paid_thru":"2024-01-31","new_member_date_2":"2022-02-01","temp_do_id_for_auto_old_do_id":"L25P02410","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2022-04-28","last_act_type":"2024-01-07","pcl_status":"P","pcl_completion_date":"2015-06-01","pf1_status":"P","pf1_completion_date":"2019-08-19","pf2_status":"P","pf2_completion_date":"2020-09-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-10-05","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kaylatsilva88@gmail.com","pcl_completion_date_5":"2020-06-01","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-19T09:42:01-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call reached Kayla's voicemail, and the agent left a message requesting a callback.","aitm_callsummarytitle":"Call disconnected after initial greeting","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2726ff692cf2256963e1ebd12f5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2726ff692cf2256963e1ebd12f5","notrenewedwanttorenew":"No","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"11853","email":"kthurmaier@svb.com","first_name":"Kristi","last_name":"Thurmaier","phone":"4087450589","orgname":"SVB","customer_acct_name":"SVB","tags":"CSV imported, 250221 Lapsed, 250526 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"CA","full_name":"Kristi Thurmaier","language":"English","origin":"Lapsed Members 2022 Lapsed Members 2022","explicit_consent_date":"2018-02-13","extension_phone_1":"7","domain_1":"svb.com","lapsed_expiration_date":"2020-06-01","individual_id":"260686","members_type":"AST","time_zone":"5","do_id":"LB2504116","area_code":"408","region":"US","lead_status":"Refused","old_do_id":"U1788","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","new_member_date_2":"2018-02-13","no_email_solicitation":"False","intcode":"16","blocnote":"22 May 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T16:47:00-04:00","pipeline_2_members_only_ast":"","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2020-01-31","temp_do_id_for_auto_old_do_id":"LB2504116","temp_intcode_for_auto_old_int_code":"16","phone_2":"3866791132","last_act_type":"2025-03-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kthurmaier@svb.com","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31"}},"seriesid":"163"}
{"contact":{"id":"28896","email":"klammingcpb@gmail.com","first_name":"Kevin","last_name":"Lamming","phone":"2506402779","orgname":"Kevin Lamming, CPB","customer_acct_name":"Kevin Lamming, CPB","tags":"payroll.ca visited, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0782","full_name":"Kevin Lamming, CPB","members_type":"AST","city_1":"Prince George","province":"BC","language":"English","phone_2":"2506402779","lead_status":"Member","last_engaged_date":"2025-10-20","new_member_date_2":"2021-02-03","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"191532","no_email_solicitation":"False","pds_march":"2","time_zone":"5","intcode":"31","blocnote":"May 21 2026 completed with one email sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:48:00-04:00","pipeline_1_lapsed_members":"","pds_may":"2","pds_july":"2","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST0782","temp_intcode_for_auto_old_int_code":"31","pds_september":"2","last_infoline_date_type":"2021-09-30","last_act_type":"2026-02-23","telemarketing_call_date":"2026-05-21","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","sendaidate":"2026-05-21T12:48:41-04:00","pds_november":"2","npi_email_temp":"klammingcpb@gmail.com","date_of_renewal_identification":"2026-02-26","old_int_code":"06","ai_entered_date":"2026-02-26","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","sendaigeneral":"2026-05-21T12:48:00-04:00","sendaiemail":"2026-05-21T12:48:40-04:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"No"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"269529","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"31","blocnote":"May 1 2026 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T09:53:00-04:00","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":"2026-04-20","last_act_type":"2026-04-20","telemarketing_call_date":"2026-05-01","sendaigeneral":"2026-05-01T09:53:00-04:00","sendoctoberemail":"2025-10-16T09:40:00-04:00","sendaidate":"2026-05-01T09:53:06-04:00","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","latest_paid_thru":"2026-10-31","sendaiemail":"2026-05-01T09:53:05-04:00","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago"}},"seriesid":"163"}
{"contact":{"id":"10832","email":"ealbar@shaw.ca","first_name":"Elaine","last_name":"Albar","phone":"3066525525","orgname":"ASL Paving LTD","customer_acct_name":"ASL Paving LTD","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07571","province":"SK","full_name":"Elaine Albar","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"268936","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501731","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":"2018-10-31","temp_do_id_for_auto_old_do_id":"L25C07571","phone_2":"3067155148","last_act_type":"2020-09-28","pcl_status":"P","pcl_completion_date":"2019-03-03","pf1_status":"F","pf1_completion_date":"2019-07-24","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ealbar@shaw.ca","pcl_completion_date_5":"2024-03-03","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"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":"2020-12-11","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","latest_paid_thru":"2021-10-31"}},"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","npi_email_temp":"patbaps@gmail.com","pcl_completion_date_5":"2030-05-05","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31"}},"seriesid":"163"}
{"contact":{"id":"13758","email":"vbucicov@ccjrs.com","first_name":"S\u00e9bastien","last_name":"Renault","phone":"4509287655","orgname":"Centre Communautaire Jurisdique de la Rive-Sud","customer_acct_name":"Centre Communautaire Jurisdique de la Rive-Sud","tags":"241011 QC Auto Replies, F24 Webinar QC, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O02223","province":"QC","full_name":"S\u00e9bastien Renault","language":"French","origin":"2024 FALL","explicit_consent_date":"2015-09-02","domain_1":"ccjrs.com","attended_webinar":"No","lapsed_expiration_date":"2015-09-02","individual_id":"324864","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501439","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T16:11:00-04:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25O02223","temp_intcode_for_auto_old_int_code":"6","organization_id":"236879.0","last_act_type":"2023-10-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vbucicov@ccjrs.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"8913","email":"tamekad.johnson7@gmail.com","first_name":"Tameka","last_name":"Johnson","phone":"4166426778","orgname":"Threeholdings","customer_acct_name":"Threeholdings","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07322","province":"ON","full_name":"Tameka Johnson","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"297954","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500710","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":"2021-02-16","temp_do_id_for_auto_old_do_id":"L25C07322","phone_2":"4167993840","last_infoline_date_type":"2021-06-18","last_act_type":"2021-06-18","pcl_status":"P","pcl_completion_date":"2021-05-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"tamekad.johnson7@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"9659","email":"saleahleclerc@gmail.com","first_name":"Saleah","last_name":"Leclerc","phone":"7804067522","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07340","full_name":"Saleah Leclerc","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"297814","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503392","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":"2021-02-09","temp_do_id_for_auto_old_do_id":"L25C07340","last_act_type":"2021-09-02","pcl_status":"P","pcl_completion_date":"2021-05-10","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"saleahleclerc@gmail.com","pcl_completion_date_5":"2026-05-10","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31"}},"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, TMAI","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":"15","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\n2026 May 08 call started, user partially responsive but call ended abruptly","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:50-04:00","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":"15","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","latest_paid_thru":"2021-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Amelework and introduced the purpose of the call regarding her lapsed Associate membership with the National Payroll Institute. The user was somewhat unresponsive and confused, and the call ended abruptly without completing the survey or renewal discussion.","aitm_callsummarytitle":"Partial conversation, call ended abruptly","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_30f855ee3c088e565bb18851fd0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_30f855ee3c088e565bb18851fd0","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8867","email":"kekezhang348@gmail.com","first_name":"Keke","last_name":"Zhang","phone":"9058861522","orgname":"Cham Shan Temple","customer_acct_name":"Cham Shan Temple","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2501219","province":"ON","full_name":"Keke Zhang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"288706","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00246","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":"2020-05-19","temp_do_id_for_auto_old_do_id":"LB2501219","temp_intcode_for_auto_old_int_code":"21","phone_2":"6474711010","last_act_type":"2022-03-10","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":"2020-12-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kekezhang348@gmail.com","pcl_completion_date_5":"2025-08-19","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"10250","email":"tracya75@mts.net","first_name":"Tracy","last_name":"Anderson","phone":"2043902339","orgname":"Agrihub","customer_acct_name":"Agrihub","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06650","full_name":"Tracy Anderson","language":"English","origin":"Lapsed Spring 2024","individual_id":"286521","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502382","time_zone":"3","province":"MB","members_type":"CAND","phone_2":"2043902339","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC Nov 25 2025 2047841190 She no longer works there and vm for other number","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T12:23:00-05:00","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-08-25","temp_do_id_for_auto_old_do_id":"L25C06650","old_int_code":"16","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2026-06-01","pcl_status":"F","pcl_completion_date":"2023-01-19","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"tracya75@mts.net","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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","latest_paid_thru":"2020-02-29"}},"seriesid":"163"}
{"contact":{"id":"10760","email":"sabrina_chiappetta@hotmail.com","first_name":"Sabrina","last_name":"Chiappetta","phone":"6479229480","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":"L25C06607","full_name":"Sabrina Chiappetta","language":"English","origin":"Lapsed Spring 2024","individual_id":"304672","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503615","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6479229480","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T14:37:00-05:00","paid_thru":"2023-08-31","new_member_date_2":"2021-09-15","temp_do_id_for_auto_old_do_id":"L25C06607","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-08-24","pcl_status":"F","pcl_completion_date":"2022-01-16","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"sabrina_chiappetta@hotmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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":{"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","latest_paid_thru":"2025-09-30"}},"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":"2022-05-04","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","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"31343","email":"leona.eyakfwo@tlicho.ca","first_name":"Leona","last_name":"Eyakfwo","phone":"8673926381","orgname":"Tlicho Government","customer_acct_name":"Tlicho Government","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, npiPartnerAccount, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Leona Eyakfwo","lead_status":"Partner","members_type":"AST","city_1":"Behchoko","province":"NT","do_id":"PART0002","pipeline_2_members_only_ast":"","new_member_date_2":"2025-02-14","no_email_solicitation":"False","time_zone":"4","language":"English","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"","individual_id":"323797","paid_thru":"2026-01-31","extension_phone_1":"1320","temp_do_id_for_auto_old_do_id":"PART0002","last_conf_date_type":"2026-06-02","last_act_type":"2025-02-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"leona.eyakfwo@tlicho.ca","old_do_id":"AST1873","canceldate":"2026-04-02","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"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":"2024-07-02","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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2025-09-30","company_paid_thru":"2025-09-30","corp_cancel_date":"2025-03-25","company_status":"I"}},"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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"30798","email":"brandy.beaudoin@hestercreek.com","first_name":"Brandy","last_name":"Beaudoin","phone":"2504984435","orgname":"Hester Creek Estate Winery Ltd.","customer_acct_name":"Hester Creek Estate Winery Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"293815","full_name":"Brandy Beaudoin","members_type":"CORP","do_id":"L25O00662","coidnewmbrdate":"2016-01-26","city_1":"Oliver","province":"BC","language":"English","extension_phone_1":"206","phone_2":"6049997104","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"250","time_zone":"5","intcode":"06","blocnote":"15 April 2025 VM\r\n23 April 2025 Not in the office\r\n22 May 2025 VM\r\n08 September 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:29:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00662","temp_intcode_for_auto_old_int_code":"6","organization_id":"240637","last_act_type":"2025-02-27","pcl_status":"F","pcl_completion_date":"2023-05-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"brandy.beaudoin@hestercreek.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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","npi_email_temp":"doobietj@hotmail.com","pcl_completion_date_5":"2029-01-30","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"30052","email":"nathalier@mchiasson.com","first_name":"Nathalie","last_name":"Richard","phone":"4504920179","orgname":"Maurice Chiasson, CPA Inc.","customer_acct_name":"Maurice Chiasson, CPA Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1191","full_name":"Nathalie Richard","members_type":"AST","city_1":"Terrebonne","province":"QC","language":"French","phone_2":"5147747991","lead_status":"Renewed APX","new_member_date_2":"2022-11-23","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"128282","no_email_solicitation":"False","pds_march":"3","area_code":"450","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"","pds_may":"3","sendjulyemail":"2025-07-16T09:36:00-04:00","blocnote":"ai.completer 13 nov 2025","sendmayemail":"2025-11-13T10:09:00-05:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T10:09:10-05:00","full_name_2":" ","pds_july":"3","paid_thru":"2026-10-31","pds_august":"3","extension_phone_1":"203","temp_do_id_for_auto_old_do_id":"AST1191","date_of_renewal_identification":"2025-09-16","old_int_code":"31","temp_intcode_for_auto_old_int_code":"99","pds_september":"3","last_infoline_date_type":"2026-01-28","last_act_type":"2026-01-28","telemarketing_call_date":"2025-11-13","number_of_passed_courses":"0","pds_october":"3","sendaigeneral":"2025-11-13T10:06:00-05:00","sendnovemberemail":"2025-11-13T10:06:23-05:00","sendaidatefr":"2025-11-13T10:06:24-05:00","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"ne se sent pas alaise de t\u00e9moigner.","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"nathalier@mchiasson.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"29447","email":"brittany@strathconabookkeeping.com","first_name":"Brittany","last_name":"Baxandall","phone":"2502020483","orgname":"Strathcona Bookkeeping","customer_acct_name":"Strathcona Bookkeeping","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Brittany Baxandall","members_type":"CORP","city_1":"Campbell River","province":"BC","language":"English","lead_status":"Not Relevant","new_member_date_2":"2023-10-19","last_engaged_date":"2025-11-08","pipeline_2_members_only_ast":"","individual_id":"330560","no_email_solicitation":"False","area_code":"250","time_zone":"5","intcode":"06","blocnote":"Oct 29 2025  ompleted and memberhsip renewed ( they switched from personal to organisational membership","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T12:55:00-04:00","pipeline_1_lapsed_members":"","career_july":"1","member_july":"1","member_august":"1","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"LB2504570","temp_intcode_for_auto_old_int_code":"6","organization_id":"355371","last_infoline_date_type":"2026-12-05","last_act_type":"2026-12-05","sendapplicationform":"2025-10-29T12:53:00-04:00","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","sendpreexpirationemail":"2025-10-29T12:53:00-04:00","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","number_of_passed_courses":"0","canceldate":"2025-10-31","company_paid_thru":"2026-09-30","date_of_renewal_identification":"2025-11-04","trc":"False","wera":"False","old_do_id":"LB2504570","npi_email_temp":"brittany@strathconabookkeeping.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","do_id":"","company_status":"A"}},"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":"260522 Lapsed DEL","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":"2026-05-28","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":"2027-01-31","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","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"10860","email":"sandrasando28@gmail.com","first_name":"Sandra","last_name":"Rizk","phone":"3433642552","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":"Sandra Rizk","language":"English","origin":"Lapsed Spring 2024","individual_id":"317744","region":"CDN","lead_status":"Refused","old_do_id":"L25C06558","members_type":"CAND","province":"ON","area_code":"343","time_zone":"2","phone_2":"3433642552","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","intcode":"21","blocnote":"18 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 VM\r\n11 April 2025 busy\r\n22 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\r\n22 September 2025 VM","paid_thru":"2023-09-30","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T09:24:00-04:00","new_member_date_2":"2022-10-14","temp_do_id_for_auto_old_do_id":"LB2507073","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-12","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"6","pcl_status":"F","pcl_completion_date":"2023-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507073","npi_email_temp":"sandrasando28@gmail.com","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"13881","email":"avieira@bmgcc.ca","first_name":"Alex","last_name":"Vieira","phone":"7054453891","orgname":"Blue Mountain Golf & Country Club","customer_acct_name":"Blue Mountain Golf & Country Club","tags":"241015 CDN, NPIdealed, 250526 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"extension_phone_1":"104","full_name":"Alex Vieira, CPA, CA","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2013-09-13","domain_1":"bmgcc.ca","do_id":"L25O02001","individual_id":"274544","members_type":"CORP","time_zone":"4","area_code":"705","never_call":"REFUSED","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501869","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-23T11:57:00-04:00","old_int_code":"8","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25O02001","temp_intcode_for_auto_old_int_code":"0","organization_id":"218782","last_act_type":"2019-03-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"avieira@bmgcc.ca","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8864","email":"rania.gs.beshay@gmail.com","first_name":"Rania","last_name":"Beshay","phone":"4032596328","orgname":"Kids U","customer_acct_name":"Kids U","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07250","province":"AB","full_name":"Rania Beshay, Coaching","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"288064","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500097","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":"2020-04-29","temp_do_id_for_auto_old_do_id":"L25C07250","phone_2":"4036801154","last_act_type":"2021-03-31","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"P","pf1_completion_date":"2020-11-22","pf2_status":"P","pf2_completion_date":"2021-05-17","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"rania.gs.beshay@gmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"8842","email":"andrea.crowshoe@alumni.uleth.ca","first_name":"Andrea","last_name":"Crow Shoe","phone":"4039653910","orgname":"Peigan Board of Education","customer_acct_name":"Peigan Board of Education","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":"L25C07085","province":"AB","full_name":"Andrea Crow Shoe","language":"English","origin":"2023 lapsed Members","domain_1":"alumni.uleth.ca","lapsed_expiration_date":"2022-10-04","individual_id":"304013","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-11-27","old_do_id":"LB2500006","time_zone":"4","members_type":"CAND","phone_2":"4034628784","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:55:00-05:00","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","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"she changed her 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":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","sendapplicationform":"2025-11-27T17:06:00-05:00","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 11 December 2025 VM","canceldate":"2022-10-04","paid_thru":"2022-07-31","new_member_date_2":"2021-08-16","temp_do_id_for_auto_old_do_id":"L25C07085","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-08-13","old_int_code":"02","pcl_status":"F","pcl_completion_date":"2022-03-13","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","npi_email_temp":"andrea.crowshoe@alumni.uleth.ca","pcl_completion_date_5":"2027-03-13","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"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","latest_paid_thru":"2025-05-31"}},"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, TMAI, recall pro","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\n2026 May 12 call reached voicemail\n2026 May 12 call reached voicemail, no conversation.\n2026 May 14 - Reached voicemail\/answering system: \"You've reached the ticket then.\"\n2026 May 14 - Reached voicemail\/greeting 'You've reached the Dickerson' - no contact.\n2026 May 19 call reached voicemail - no conversation\n2026 May 19 reached voicemail for Dickinson, no contact with Marie.\n2026 May 21 call reached voicemail\n2026 May 21 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:09-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25P00326","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-01-07","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","latest_paid_thru":"2025-01-31","thewithdrawaldate":"2025-04-02","aitm_status_called":"2026-05-21T12:47:02-04:00","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","session_id":"call_0718301727100db7910d9200fd7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0718301727100db7910d9200fd7","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail.","initialvalue":"Other","othermemberbenefit":"Not applicable","old_int_code":"03","prootherreasonsnottorenew":"Not applicable - call reached voicemail","age_range":"Preferred not to say","concernquestion":"Not applicable - voicemail\/answering system answered; no concerns raised.","number_of_total_call_attempts":"7"}},"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, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A03102","full_name":"Tammy Walsh","members_type":"AST","city_1":"Alliston","province":"ON","language":"English","phone_2":"2269295580","lead_status":"Lapsed Member","new_member_date_2":"2023-03-20","pipeline_2_members_only_ast":"","individual_id":"163052","canceldate":"2026-05-02","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\n2026-05-08 Dial no answer, phone: +12269295580\n2026-05-08 Dial no answer, phone: +12269295580\n2026-05-11 Dial no answer, phone: +12269295580\n2026-05-11 Dial no answer, phone: +12269295580\n2026-05-13 Dial no answer, phone: +12269295580\n2026-05-13 Dial no answer, phone: +12269295580\n2026-05-15 Dial no answer, phone: +12269295580\n2026-05-15 Dial no answer, phone: +12269295580","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:43-04:00","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":"05","cert_status":"WITHDRAWN","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25A03102","temp_intcode_for_auto_old_int_code":"05","last_act_type":"2025-01-04","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","latest_paid_thru":"2026-02-28","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST1485","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"11","retell_call_status":"not_connected","session_id":"call_1be586d1b4e60102963d81eb2f1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1be586d1b4e60102963d81eb2f1"}},"seriesid":"163"}
{"contact":{"id":"10806","email":"smprout@execulink.com","first_name":"Susan","last_name":"Prout","phone":"5193812422","orgname":"SM Prout Bookkeeping","customer_acct_name":"SM Prout Bookkeeping","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Susan Prout, none","language":"English","origin":"2023 lapsed Members","domain_1":"execulink.com","lapsed_expiration_date":"2022-03-02","individual_id":"297271","area_code":"519","region":"CDN","lead_status":"Refused","old_do_id":"L25A02382","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-03-02","new_member_date_2":"2021-01-28","no_email_solicitation":"FALSE","intcode":"01","blocnote":"Survey completed She said she is deal less  with the payroll now.\n2026 May 08 contact refused to renew due to limited bookkeeping needs.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:50-04:00","pipeline_2_members_only_ast":"","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":"Yes","membershipcostspecify":"I found it expensive.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am dealing less with the payroll.","hardtoparticipateevents":"No","mini_nps":"1","age_range":"Preferred not to say","selfpayrollproficiency":"Strong","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":"L25A02382","temp_intcode_for_auto_old_int_code":"1","phone_2":"5192432953","last_act_type":"2021-01-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"smprout@execulink.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted Susan to discuss her lapsed Associate membership with the National Payroll Institute. Susan expressed that she does not need the membership as she only does bookkeeping for one client and does not require the information. The call ended politely after Susan's refusal to renew.","aitm_callsummarytitle":"Membership Refusal by Susan","notrenewedwanttorenew":"No","onesentencenotrenewed":"I don't do bookkeeping for many people, so I only have one client and don't really need the information.","initialvalue":"Other","othermemberbenefit":"Not applicable","astotherreasonsnottorenew":"I don't do bookkeeping for many people, so I only have one client and don't really need the information.","npi_voicemaildetection":"No","ivrdetector":"No","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_d76579fc8eae19cd5d8a41abad8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d76579fc8eae19cd5d8a41abad8","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29909","email":"accounting@globaltotalcare.com","first_name":"Stacy","last_name":"Bowler","phone":"2508893951","orgname":"Global TotalCare Inc","customer_acct_name":"Global TotalCare Inc","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0163","full_name":"Stacy Bowler","members_type":"AST","city_1":"Cobble Hill","province":"BC","language":"English","phone_2":"2508893951","lead_status":"Renewed APX","new_member_date_2":"2018-01-11","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"259308","no_email_solicitation":"False","area_code":"250","time_zone":"5","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T14:10:00-04:00","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":"AST0163","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2026-01-05","last_conf_date_type":"2024-06-19","last_act_type":"2026-01-05","telemarketing_call_date":"2026-05-06","sendaigeneral":"2025-10-23T13:49:00-04:00","sendoctoberemail":"2025-10-23T13:49:56-04:00","sendaidate":"2025-10-23T13:49:57-04:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-23T13:54:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"99","pcl_status":"P","pcl_completion_date":"2018-12-02","pf1_status":"P","pf1_completion_date":"2019-04-26","number_of_passed_courses":"2","trc":"True","wera":"False","date_of_renewal_identification":"2026-01-04","npi_email_temp":"accounting@globaltotalcare.com","pcl_completion_date_5":"2023-12-02","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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, TMAI","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\n2026 May 25 voicemail reached, no contact with Xiao\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:06-04:00","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":"2024-03-05","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","latest_paid_thru":"2023-11-30","thewithdrawaldate":"2024-02-03","aitm_status_called":"2026-05-25T14:22:05-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach the contact but went to voicemail and was disconnected after 2 seconds.","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","session_id":"call_f475ee5b62a9cd8c7dbcd445137","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f475ee5b62a9cd8c7dbcd445137","number_of_total_call_attempts":"2"}},"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":{"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":"2024-02-01","last_act_type":"2024-03-06","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","latest_paid_thru":"2025-06-30"}},"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":"2022-10-02","last_act_type":"2022-10-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"danielle.k@lifeist.com","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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":"2027-02-28","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","latest_paid_thru":"2027-02-28","company_status":"A"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
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{"contact":{"id":"5704","email":"tmatamoros@caij.qc.ca","first_name":"Tania","last_name":"Matamoros","phone":"5148442245","orgname":"Centre d'Acc\u00e8s \u00e0 l'Information Juridique","customer_acct_name":"Centre d'Acc\u00e8s \u00e0 l'Information Juridique","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00202","province":"QC","full_name":"Tania Matamoros","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2022-01-14","domain_1":"caij.qc.ca","attended_webinar":"No","lapsed_expiration_date":"2023-03-02","individual_id":"312682","time_zone":"2","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"QNPIRETO00821","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T15:02:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00202","temp_intcode_for_auto_old_int_code":"6","organization_id":"308975","last_act_type":"2022-04-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tmatamoros@caij.qc.ca","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33436","email":"natkabig@gmail.com","first_name":"Nataliia","last_name":"Bigich","phone":"2505642660","orgname":"","customer_acct_name":"","tags":"WR250416","ip4":"127.0.0.1","fields":{"individual_id":"334855","full_name":"Nataliia Bigich","members_type":"CAND","lead_status":"Lapsed Member","new_member_date_2":"2024-02-28","city_1":"Prince George","time_zone":"5","province":"BC","language":"English","phone_2":"2365501867","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","origin":"Lapsed Members","found":"DO4 Email","blocnote":"May 7 2025 Survey completed She said that she renewed her membership late and is also a member with her employer.April 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-07T17:36:00-04:00","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":"No","mini_nps":"4","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","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25C09429","temp_intcode_for_auto_old_int_code":"99","old_int_code":"10","last_act_type":"2025-11-04","pcl_status":"P","pcl_completion_date":"2024-07-02","pf1_status":"P","pf1_completion_date":"2025-04-16","pf2_status":"P","pf2_completion_date":"2025-06-23","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"L25C09429","old_do_id":"LB2506588","npi_email_temp":"natkabig@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-02","canceldate":"2026-04-02","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"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","latest_paid_thru":"2020-01-31"}},"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"31340","email":"mandyzou03@gmail.com","first_name":"Mandy","last_name":"Zou","phone":"7055007088","orgname":"Tiger Commerical Equipment Ltd","customer_acct_name":"Tiger Commerical Equipment Ltd","tags":"npiAlert13, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Mandy Zou","city_1":"Richmond Hill","province":"ON","phone_2":"7055007088","do_id":"L25P02397","pipeline_2_members_only_ast":"","new_member_date_2":"2017-07-27","area_code":"705","time_zone":"2","language":"English","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"254487","blocnote":"June 19 2025 completed\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no human interaction\n2026 May 21 call reached voicemail, no contact made","sendaprilemail":"Yes","sendjuneemail":"2025-06-19T10:48:00-04:00","sendmayemail":"2025-06-19T10:48:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","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":"","old_do_id":"L25A02026","date_of_renewal_identification":"","old_int_code":"31","members_type":"PRO","lead_status":"Lapsed Member","canceldate":"2025-09-03","paid_thru":"2025-06-30","temp_do_id_for_auto_old_do_id":"L25P02397","temp_intcode_for_auto_old_int_code":"06","cert_status":"WITHDRAWN","cpa_certification":"PCP","last_infoline_date_type":"2022-05-01","last_act_type":"2025-02-12","pcl_status":"P","pcl_completion_date":"2017-12-03","pf1_status":"P","pf1_completion_date":"2018-03-25","pf2_status":"P","pf2_completion_date":"2019-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-12-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mandyzou03@gmail.com","pcl_completion_date_5":"2022-12-03","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","thewithdrawaldate":"2025-09-03","aitm_status_called":"2026-05-21T09:57:02-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately.","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","session_id":"call_1457944ae425e9f1f6592cd34b0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1457944ae425e9f1f6592cd34b0","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"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, TMAI","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\n2026-05-08 invalid phone destination, phone: +17805395724\n2026-05-08 invalid phone destination, phone: +17805395724","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:45-04:00","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","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:21:44-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_55d5200f209cedfeb654d3fad8b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_55d5200f209cedfeb654d3fad8b"}},"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","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"29897","email":"smiles@seaview.ltd","first_name":"Sara","last_name":"Miles","phone":"7788661643","orgname":"Seaview Enterprise Ltd.","customer_acct_name":"Seaview Enterprise Ltd.","tags":"250205 AST Members, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Sara Miles","members_type":"CAND","city_1":"Pender Island","province":"BC","language":"English","phone_2":"7788661643","lead_status":"Member","new_member_date_2":"2024-01-26","pipeline_2_members_only_ast":"AST to CAND","individual_id":"303320","no_email_solicitation":"False","last_engaged_date":"2025-05-09","area_code":"778","time_zone":"5","intcode":"06","blocnote":"Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T13:14:00-04:00","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":"LB2507266","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-11-20","telemarketing_call_date":"2025-10-20","pcl_status":"F","number_of_passed_courses":"0","onesentencenotrenewed":"AST->CAND","trc":"False","wera":"False","old_do_id":"AST0970","pcl_completion_date":"2026-01-21","npi_email_temp":"smiles@seaview.ltd","pcl_completion_date_5":"2031-01-21","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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":"260522 Lapsed DEL","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":"","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":"2027-03-31","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":"2026-01-21","last_act_type":"2026-01-21","company_paid_thru":"2027-03-31","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\/2027","latest_paid_thru":"2027-03-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P00305","company_status":"A"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"283348","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"31","blocnote":"Apr 30 2026 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2026-04-30T18:45:00-04:00","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":"31","last_act_type":"2025-10-20","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2026-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2026-04-30T18:44:37-04:00","npi_email_temp":"candeychoi@hotmail.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","sendaigeneral":"2026-04-30T18:44:00-04:00","sendaiemail":"2026-04-30T18:44:36-04:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","old_int_code":"6"}},"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":"2026-12-01","last_act_type":"2026-06-02","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","latest_paid_thru":"2027-03-31"}},"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, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Rishea Hodges","lead_status":"Lapsed Member","members_type":"AST","city_1":"Plano","province":"TX","do_id":"L25A03071","pipeline_2_members_only_ast":"","new_member_date_2":"2025-02-28","no_email_solicitation":"False","time_zone":"3","language":"English","pipeline_1_lapsed_members":"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":"L25A03071","last_engaged_date":"2025-10-01","last_infoline_date_type":"2025-03-28","last_conf_date_type":"2025-06-04","last_act_type":"2025-02-04","blocnote":"MAy 4 2026 vm  May 6 2026 vm\r\nMay 12 2026 vm  May 15 2026 vm\r\nMay 27 2026 vm, June 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T17:13:00-04:00","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","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","date_of_renewal_identification":"","old_do_id":"AST1875","ln_entered_date":"2026-05-03","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:46-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was made to the contact but went to voicemail and no conversation 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","session_id":"call_4b8dbda61f1de9ddb84e6093aa5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4b8dbda61f1de9ddb84e6093aa5"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"279444","no_email_solicitation":"False","area_code":"226","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 21 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:00:00-04:00","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":"06","last_infoline_date_type":"2026-07-05","last_act_type":"2026-07-05","telemarketing_call_date":"2026-05-21","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":"31","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","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"29987","email":"mehrnaz.mohamadi@yahoo.com","first_name":"Mehrnaz","last_name":"Lisehroodi","phone":"4168571681","orgname":"Jacob Accounting","customer_acct_name":"Jacob Accounting","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, 250908 phone cannot be recovered, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00309","full_name":"Mehrnaz Mohammadi Lisehroodi","members_type":"AST","city_1":"Aurora","province":"ON","language":"English","phone_2":"4374316662","lead_status":"Lapsed Member","new_member_date_2":"2024-02-21","pipeline_2_members_only_ast":"","individual_id":"333691","no_email_solicitation":"False","area_code":"416","time_zone":"2","old_do_id":"AST0988","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"16","blocnote":"15 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 Wrong number\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no human interaction\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 wrong number reached, call ended\n2026 Mar 11 contact not available, no callback time provided\n2026 Mar 13 call reached wrong number, no conversation with intended contact","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T11:06:43-04:00","old_int_code":"08","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25A00309","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-02-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mehrnaz.mohamadi@yahoo.com","aitm_status_called":"2026-03-13T11:06:43-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called the number asking for Mehrnaz on behalf of the National Payroll Institute, but the person who answered said it was a wrong number and ended the call quickly.","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","number_of_total_call_attempts":"7","onesentencenotrenewed":"Contact stated the number was wrong and did not want to continue.","number_of_calls_reached":"3","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"29463","email":"shikan888@gmail.com","first_name":"Shikan","last_name":"Dong","phone":"7809372420","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Shikan Dong","members_type":"PRO","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7809372420","lead_status":"Not Relevant","new_member_date_2":"2018-01-23","pipeline_2_members_only_ast":"","individual_id":"259771","no_email_solicitation":"False","time_zone":"4","blocnote":"29 April 2025 He lives in Edmonton and don't have time to go","dhmsfin_telemarketing_last_contacted_date":"2025-04-29T14:14:00-04:00","intcode":"21","pipeline_1_lapsed_members":"","notrenewedother":"Unable to attend","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LREFUSED11","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-03-26","pcl_status":"P","pcl_completion_date":"2018-05-06","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"P","pf2_completion_date":"2025-05-12","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"shikan888@gmail.com","old_do_id":"LREFUSED11","cert_status":"ACTIVE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-02-05","pcp_we":"APPROVED","pcl_completion_date_5":"2023-05-06","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","cpa_certification":"PCP"}},"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":"2026-12-02","last_act_type":"2026-10-04","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","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"33480","email":"trevor.upton@paycomonline.com","first_name":"Trevor","last_name":"Upton","phone":"8005804505","orgname":"Paycom","customer_acct_name":"Paycom","tags":"npiAlert13, NPI LN sent to TM, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"334003","full_name":"Trevor Upton","members_type":"CORP","do_id":"L25O00797","lead_status":"Lapsed Member","coidnewmbrdate":"2024-02-02","city_1":"Oklahoma City","time_zone":"3","province":"OK","language":"English","extension_phone_1":"16865","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"June 2 2025 no number","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T16:24:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00797","temp_intcode_for_auto_old_int_code":"16","organization_id":"334005","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":"trevor.upton@paycomonline.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-27","company_status":"I"}},"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","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"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, 260522 Lapsed DEL","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":"LB2506367","do_id":"","npi_email_temp":"mdunn@igpc.ca","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","ln_entered_date":"2026-05-27"}},"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","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":"2024-05-01","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"29418","email":"jessicap@hydrofarm.ca","first_name":"Jessica","last_name":"Park","phone":"6046075751","orgname":"Hydrofarm LLC","customer_acct_name":"Hydrofarm LLC","tags":"payrollcompliance visited, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1091","full_name":"Jessica Park, CPHR","members_type":"AST","city_1":"Surrey","province":"BC","language":"English","phone_2":"7788227959","lead_status":"Member","new_member_date_2":"2023-01-20","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"317204","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-20T17:37:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T12:35:00-04:00","blocnote":"try the scond number","resourceaware":"No","resourcevisitedselfreport":"","last_engaged_date":"2025-05-20","member_may":"1","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"99","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"AST1091","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-09-01","last_act_type":"2025-11-12","telemarketing_call_date":"2026-05-05","number_of_passed_courses":"0","trc":"False","wera":"False","date_of_renewal_identification":"2025-12-14","npi_email_temp":"jessicap@hydrofarm.ca","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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":"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"190493","no_email_solicitation":"False","pds_march":"3","area_code":"403","time_zone":"4","blocnote":"May 5 2026 completed ( Note: she said she can get the resources when she needs them and she doesn't prefer the phone calls)","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T11:44:00-04:00","intcode":"32","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":"32","pds_september":"3","last_infoline_date_type":"2025-11-30","last_act_type":"2025-11-30","telemarketing_call_date":"2026-05-05","number_of_passed_courses":"0","pds_october":"3","old_int_code":"31","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","latest_paid_thru":"2026-10-31","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"No"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","sendpreexpirationemail":"2025-03-24T14:46:00-04:00","blocnote":"May 6 2026 Survey completed Send resource email.","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T13:54:00-04:00","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":"31","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":"Last 7 days","temp_do_id_for_auto_old_do_id":"AST1161","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2026-11-03","last_act_type":"2026-11-03","telemarketing_call_date":"2026-05-06","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":"2026-05-06T13:53:49-04:00","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","latest_paid_thru":"2027-02-28","sendaigeneral":"2026-05-06T13:53:00-04:00","sendaiemail":"2026-05-06T13:53:48-04:00","extension_phone_1":""}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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":"2025-07-02","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","latest_paid_thru":"2026-01-31"}},"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":{"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":"2023-04-01","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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"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":"2024-04-01","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"10312","email":"jennifer_kah@artaflex.com","first_name":"Jennifer","last_name":"Kah","phone":"9054700109","orgname":"Artaflex Inc","customer_acct_name":"Artaflex Inc","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02231","province":"ON","extension_phone_1":"1030","full_name":"Jennifer Kah","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2007-10-10","domain_1":"artaflex.com","lapsed_expiration_date":"2022-12-02","individual_id":"220489","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500944","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 22 2025 vm  Aug 21 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T10:46:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O02231","temp_intcode_for_auto_old_int_code":"6","organization_id":"122784","last_act_type":"2022-08-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jennifer_kah@artaflex.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"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, TMAI","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\n2026 May 25 call reached wrong contact; Debbie not at this number.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:08-04:00","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":"08","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":"2021-01-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-12-23","number_of_passed_courses":"1","pds_october":"3","old_int_code":"08","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"mmccracken@aww.ca","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","thewithdrawaldate":"2020-11-03","aitm_status_called":"2026-05-25T14:07:08-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Debbie regarding the National Payroll Institute membership but was informed by the respondent that Debbie does not work at that number, and the call ended shortly after.","aitm_callsummarytitle":"Wrong Contact - Debbie Not Available","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact indicated that Debbie does not work at this number.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0b70fe6445ed8f961cc49f6e822","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0b70fe6445ed8f961cc49f6e822","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"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":"2023-06-04","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","latest_paid_thru":"2024-12-31"}},"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, TMAI","ip4":"127.0.0.1","fields":{"old_do_id":"L25A00227","full_name":"Riti Naik","members_type":"AST","city_1":"Ajax","province":"ON","language":"English","lead_status":"Refused","new_member_date_2":"2019-01-15","individual_id":"252677","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":"2","paid_thru":"2024-12-31","intcode":"01","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:04-04:00","temp_do_id_for_auto_old_do_id":"L25A00227","temp_intcode_for_auto_old_int_code":"01","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\n2026 May 08 call reached uninitialized voicemail, no contact made\n2026 May 08 contact answered, expressed dissatisfaction with membership, initial value designation","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","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent Ellen successfully reached Riti to discuss her lapsed Associate membership with the National Payroll Institute. Riti expressed dissatisfaction with her membership experience, rating it 1 out of 5, and indicated that her initial reason for joining was to gain a payroll designation. The call ended after these initial questions without further survey completion.","aitm_callsummarytitle":"Membership dissatisfaction and survey start","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_7a24f0b391224112bbde7210657","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7a24f0b391224112bbde7210657","mini_nps":"1","onesentencenotrenewed":"Not satisfied with the membership experience.","initialvalue":"Designation","old_int_code":"6","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2023-12-31"}},"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":"2022-07-12","last_act_type":"2022-07-12","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","latest_paid_thru":"2023-08-31"}},"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":"2022-08-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"swartk@smartecarte.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"9577","email":"tracye789@shaw.ca","first_name":"Tracy","last_name":"Ewanchuk","phone":"7804634499","orgname":"Sawmill Restaurant Group","customer_acct_name":"Sawmill Restaurant Group","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07226","full_name":"Tracy Ewanchuk","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"300752","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503462","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2022-03-31","new_member_date_2":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25C07226","phone_2":"7804981369","last_act_type":"2021-04-29","number_of_passed_courses":"0","blocnote":"LNC \/ 19 November 2025 she is almost retired","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T17:39:00-05:00","intcode":"11","temp_intcode_for_auto_old_int_code":"11","trc":"False","wera":"False","npi_email_temp":"tracye789@shaw.ca","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"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, npiAlert1, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 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":"Pre-membership expiration","last_engaged_date":"2026-05-08","individual_id":"265103","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"31","blocnote":"May 6 2026 Survey completed Send resources email. She said she is in the process of getting certification (PCP)","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T13:48:00-04:00","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":"No","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":"2025-10-07","telemarketing_call_date":"2026-05-06","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":"2026-05-06T13:47:00-04:00","old_int_code":"31","sendnovemberemail":"2025-11-25T10:01:01-05:00","sendaidate":"2026-05-06T13:48:02-04:00","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","latest_paid_thru":"2026-06-30","sendaiemail":"2026-05-06T13:48:02-04:00","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","apx_entered_date":"2026-05-16"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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, AI Contacts sent to TM 2026","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":"2026-06-05","last_act_type":"2026-06-05","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","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"8828","email":"kayla@rosewaymanor.com","first_name":"Kayla","last_name":"Brooks","phone":"9028754707","orgname":"Roseway Manor Inc.","customer_acct_name":"Roseway Manor Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01715","province":"NS","extension_phone_1":"221","full_name":"Kayla Brooks","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-04-27","domain_1":"rosewaymanor.com","lapsed_expiration_date":"2022-07-05","individual_id":"300290","area_code":"902","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501255","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"May 14 2025 vm\r\nAug 5 2025 vm\r\nLN Oct. 6 2025 Survey completed. There was not enough info on Nova Scotia so did not maintain membership.","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T10:54:00-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01715","temp_intcode_for_auto_old_int_code":"01","organization_id":"300291","old_int_code":"10","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":"I was hoping for more from the webinars, I am in Nova Scotia and found they were more about Ontario and Quebec.","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"It would have helped if webinars and seminars were at a self pace but documentation was fine.","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","phone_2":"455687118055556","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kayla@rosewaymanor.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"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":"2026-05-22","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","latest_paid_thru":"2025-08-31"}},"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":"2024-07-11","last_act_type":"2024-07-11","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"31418","email":"mayuminaito19@gmail.com","first_name":"Mayumi","last_name":"Naito","phone":"4185224701","orgname":"Cie D'Arrimage de Qu\u00e9bec Lt\u00e9e","customer_acct_name":"Cie D'Arrimage de Qu\u00e9bec Lt\u00e9e","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"322655","full_name":"Mayumi Naito, PCP","members_type":"CORP","new_member_date_2":"2023-05-16","lead_status":"Not Relevant","coidnewmbrdate":"2006-03-30","city_1":"Qu?bec","province":"QC","language":"French","phone_2":"4189307277","pipeline_1_lapsed_members":"","area_code":"418","time_zone":"2","canceldate":"2025-03-19","cpa_certification":"SCP","cert_status":"ACTIVE","organization_id":"96551","pipeline_2_members_only_ast":"","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2506350","old_do_id":"LB2506350","last_act_type":"2025-06-30","company_paid_thru":"2027-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-10-23","pf1_status":"P","pf1_completion_date":"2024-05-01","pf2_status":"P","pf2_completion_date":"2024-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-04-03","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"mayuminaito19@gmail.com","pcl_completion_date_5":"2028-10-23","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","do_id":"","company_status":"A"}},"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","latest_paid_thru":"2021-10-31"}},"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","latest_paid_thru":"2020-10-31"}},"seriesid":"163"}
{"contact":{"id":"8975","email":"allison.beaulieu5@gmail.com","first_name":"Allison","last_name":"Beaulieu","phone":"5196152525","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":"LB2504235","full_name":"Allison Beaulieu","language":"English","origin":"Lapsed Spring 2024","individual_id":"320029","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-23","old_do_id":"L25C06457","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5196152525","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-02-03","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 Not in payroll","paid_thru":"2023-11-30","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:23:00-05:00","new_member_date_2":"2023-01-03","temp_do_id_for_auto_old_do_id":"LB2504235","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-08-01","pcl_status":"F","pcl_completion_date":"2023-05-25","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"allison.beaulieu5@gmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"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":"2022-04-11","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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"31446","email":"laura.best@zytechtruss.com","first_name":"Laura","last_name":"Best","phone":"4039123232","orgname":"ZyTech Building Systems LP","customer_acct_name":"ZyTech Building Systems LP","tags":"payrollcompliance visited, payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Dialogue Magazine, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0131","full_name":"Laura Best","members_type":"AST","city_1":"Airdrie","province":"AB","language":"English","phone_2":"4039483805","lead_status":"Renewed APX","new_member_date_2":"1998-03-26","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","sendpreexpirationemail":"2025-03-24T15:30:00-04:00","blocnote":"May 11 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:35:00-04:00","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","no_email_solicitation":"False","pds_march":"3","area_code":"403","time_zone":"4","individual_id":"13190","intcode":"06","last_engaged_date":"2025-10-27","old_int_code":"31","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","full_name_2":" ","dialogue_august":"2","resources_tools_august":"2","member_august":"2","pds_july":"3","paid_thru":"2027-03-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"2","pds_august":"3","pipeline_1_lapsed_members":"","regular_email_change_date":"2025-09-05T16:23:52-04:00","temp_do_id_for_auto_old_do_id":"AST0131","temp_intcode_for_auto_old_int_code":"06","pds_september":"3","last_infoline_date_type":"2026-02-01","last_act_type":"2026-04-14","telemarketing_call_date":"2026-05-11","sendaigeneral":"2025-10-27T12:14:00-04:00","sendoctoberemail":"2025-10-27T12:14:48-04:00","sendaidate":"2025-12-01T10:14:03-05:00","extension_phone_1":"","sendmayemail":"2025-10-27T12:16:00-04:00","testimonial":"","testimonialagree":"No","testimonialrefusal":"","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"laura.best@zytechtruss.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-04-18","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"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","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"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":"2025-11-07","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","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02"}},"seriesid":"163"}
{"contact":{"id":"28887","email":"tracy.wisotzke@quidelortho.com","first_name":"Tracy","last_name":"Wisotzke","phone":"5854533019","orgname":"Ortho Clinical Diagnostics","customer_acct_name":"Ortho Clinical Diagnostics","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1534","full_name":"Tracy Wisotzke","members_type":"AST","city_1":"Rochester","province":"NY","language":"English","phone_2":"5855077315","lead_status":"Renewed APX","new_member_date_2":"2014-09-25","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"91206","no_email_solicitation":"False","pds_march":"3","area_code":"585","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T12:27:00-04:00","pipeline_1_lapsed_members":"","pds_may":"3","pds_july":"3","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"3","date_of_renewal_identification":"2025-09-11","temp_do_id_for_auto_old_do_id":"AST1534","temp_intcode_for_auto_old_int_code":"6","pds_september":"3","last_infoline_date_type":"2026-04-29","last_act_type":"2026-04-29","telemarketing_call_date":"2026-05-22","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:46-05:00","pds_november":"3","npi_email_temp":"tracy.wisotzke@quidelortho.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"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, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"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":"2023-08-06","last_act_type":"2026-03-13","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","company_paid_thru":"2026-09-30","latest_paid_thru":"2026-09-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"10338","email":"shannon_w87@hotmail.com","first_name":"Shannon","last_name":"Chies","phone":"7806511577","orgname":"Core Real Estate Group","customer_acct_name":"Core Real Estate Group","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07141","province":"AB","full_name":"Shannon Chies","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"289645","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500099","time_zone":"4","members_type":"CAND","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":"2020-06-17","temp_do_id_for_auto_old_do_id":"L25C07141","phone_2":"7809027336","last_act_type":"2021-03-12","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":"2021-12-03","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"shannon_w87@hotmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"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":"2021-12-07","last_act_type":"2021-12-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"b.mistry@jobstart.org","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"8809","email":"mcoleman@middlesex.ca","first_name":"Mary","last_name":"Coleman","phone":"5194347321","orgname":"The Corporation of the County of Middlesex","customer_acct_name":"The Corporation of the County of Middlesex","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501199","province":"ON","extension_phone_1":"2277","full_name":"Mary Jeanne Coleman","language":"English","origin":"2023 lapsed Members","domain_1":"middlesex.ca","lapsed_expiration_date":"2022-02-02","individual_id":"209121","area_code":"519","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00112","time_zone":"2","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-02-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"May 13 2025 Mary has not been with the company for several years.","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T13:42:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"12","pds_july":"6","paid_thru":"2021-11-30","new_member_date_2":"2012-12-11","temp_do_id_for_auto_old_do_id":"LB2501199","temp_intcode_for_auto_old_int_code":"21","pds_august":"6","phone_2":"5196523596","pds_september":"6","last_infoline_date_type":"2020-06-30","last_conf_date_type":"2017-06-13","last_act_type":"2022-03-05","pcl_status":"P","pcl_completion_date":"2013-05-09","pf1_status":"P","pf1_completion_date":"2014-01-02","pf2_status":"P","pf2_completion_date":"2014-12-15","number_of_passed_courses":"3","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"mcoleman@middlesex.ca","pcl_completion_date_5":"2018-05-09","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"10294","email":"lorimacmullin@cd-ed.com","first_name":"Lori","last_name":"MacMullin","phone":"9025641680","orgname":"Centre for Distance Education","customer_acct_name":"Centre for Distance Education","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00067","province":"NS","full_name":"Lori MacMullin","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2007-03-09","domain_1":"cd-ed.com","lapsed_expiration_date":"2023-05-02","individual_id":"114242","area_code":"902","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00032","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 23 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T10:53:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00067","temp_intcode_for_auto_old_int_code":"6","organization_id":"114241","last_act_type":"2023-04-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lorimacmullin@cd-ed.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"31379","email":"m_barathi@hotmail.com","first_name":"Barathi","last_name":"Mailvaganam","phone":"","orgname":"","customer_acct_name":"","tags":"WR250312, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"152845","full_name":"Barathi Mailvaganam, PCP","members_type":"PRO","city_1":"Mississauga","province":"ON","phone_2":"4167281269","found":"DO11 Email","new_member_date_2":"2024-10-09","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","canceldate":"2021-02-11","cert_status":"ACTIVE","pds_july":"2","cpa_certification":"PCP","paid_thru":"2026-09-30","pds_august":"2","pds_september":"2","last_infoline_date_type":"2026-04-17","last_act_type":"2026-04-17","pcl_status":"P","pcl_completion_date":"2010-01-05","pf1_status":"P","pf1_completion_date":"2010-05-03","pf2_status":"P","pf2_completion_date":"2010-07-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-07-30","number_of_passed_courses":"4","pds_october":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","temp_do_id_for_auto_old_do_id":"LB2506550","npi_email_temp":"m_barathi@hotmail.com","pcl_completion_date_5":"2015-01-05","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"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":"2024-11-01","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"10334","email":"dholmes@melancthontownship.ca","first_name":"Denise","last_name":"Holmes","phone":"5199255525","orgname":"Corporation of the Township of Melancthon","customer_acct_name":"Corporation of the Township of Melancthon","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":"L25O00288","province":"ON","extension_phone_1":"101","full_name":"Denise Holmes","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-02-27","domain_1":"melancthontownship.ca","lapsed_expiration_date":"2023-05-02","individual_id":"261169","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-01-27","old_do_id":"CNPIRETO00404","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","intcode":"06","blocnote":"may 22 2025 vm  Sept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T15:21:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00288","temp_intcode_for_auto_old_int_code":"6","organization_id":"261168","last_act_type":"2023-04-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dholmes@melancthontownship.ca","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31433","email":"danielle.tinkler@xero.com","first_name":"Danielle","last_name":"Landry","phone":"7197258696","orgname":"Xero","customer_acct_name":"Xero","tags":"payroll.ca visited, WRA250409, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Danielle Landry","members_type":"AST","do_id":"L25A03066","new_member_date_2":"2025-03-20","city_1":"Monument","province":"CO","language":"English","phone_2":"7197258696","lead_status":"Lapsed Member","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","no_email_solicitation":"False","time_zone":"4","individual_id":"63610","old_do_id":"AST1905","origin":"Lapsed members","found":"email","blocnote":"different time zone\n2026 May 08 call started but contact ended call quickly without discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","intcode":"15","old_int_code":"16","last_engaged_date":"2025-05-29","resources_tools_may":"2","pds_may":"83","cert_status":"WITHDRAWN","canceldate":"2026-05-02","pds_july":"83","cpa_certification":"CPM","paid_thru":"2026-02-28","pds_august":"83","temp_do_id_for_auto_old_do_id":"L25A03066","temp_intcode_for_auto_old_int_code":"15","pds_september":"83","last_conf_date_type":"2012-07-02","last_act_type":"2025-04-04","telemarketing_call_date":"2025-04-30","number_of_passed_courses":"0","pds_october":"83","trc":"False","wera":"False","pds_november":"83","npi_email_temp":"danielle.tinkler@xero.com","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","ln_entered_date":"2026-05-03","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Danielle to discuss her lapsed Associate membership with the National Payroll Institute but the contact indicated it was not a good time to talk and ended the call quickly. No further conversation or survey was completed.","aitm_callsummarytitle":"Contact declined to discuss membership renewal","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_7838f06fc299f673c5e079e5518","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7838f06fc299f673c5e079e5518","number_of_calls_reached":"1"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"284896","no_email_solicitation":"False","pds_march":"1","area_code":"905","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T09:52:00-04:00","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":"06","pds_september":"1","last_infoline_date_type":"2022-11-23","last_act_type":"2025-12-17","telemarketing_call_date":"2026-05-04","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":"99","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","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"31437","email":"queezer14@yahoo.ca","first_name":"Jeannie","last_name":"St.John","phone":"9054156491","orgname":"Miller Thomson LLP","customer_acct_name":"Miller Thomson LLP","tags":"Zerobounce indication, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"116748","full_name":"Jeannie St.John","members_type":"AST","canceldate":"2025-07-04","cpa_certification":"PCP","new_member_date_2":"2007-05-04","no_email_solicitation":"False","pds_march":"11","cert_status":"WITHDRAWN_CPE","time_zone":"2","do_id":"L25A01802","language":"English","phone_2":"6472729521","zerobounce_reason":"invalid","area_code":"905","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","pds_july":"11","paid_thru":"2025-04-30","intcode":"06","blocnote":"Aug 25 2025 number not in service\n2026-03-04 Dial no answer, phone: +19054156491\n2026 Mar 04 reached voicemail, no contact made\n2026 Mar 06 voicemail reached, message left for Jeannie\n2026-03-09 Dial no answer, phone: +19054156491\n2026-03-11 Dial no answer, phone: +19054156491\n2026 Mar 11 call reached voicemail, no message left","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:44-04:00","old_int_code":"05","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25A01802","temp_intcode_for_auto_old_int_code":"06","province":"ON","pds_august":"11","pds_september":"11","last_infoline_date_type":"2024-05-03","last_conf_date_type":"2019-06-12","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2008-01-14","pf1_status":"P","pf1_completion_date":"2008-08-16","pf2_status":"P","pf2_completion_date":"2010-09-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-04-01","number_of_passed_courses":"4","pds_october":"11","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"queezer14@yahoo.ca","aitm_status_called":"2026-03-11T15:16:46-04:00","number_of_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The agent called to speak with Jeannie on behalf of the National Payroll Institute but reached voicemail and was unable to connect with the contact. No message was left, and the call ended after confirming Jeannie's unavailability.","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":"2013-01-14","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"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":"2024-03-09","last_act_type":"2026-09-01","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","latest_paid_thru":"2027-02-28"}},"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":"15","blocnote":"14 aout 2025 rappeler en pm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call ended due to inactivity with no clear communication.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:59-04:00","temp_do_id_for_auto_old_do_id":"L25A02141","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2025-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:18-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent attempted to reach Yves but was unable to have a clear conversation due to inaudible responses from the user. The call ended due to inactivity without any successful interaction or task completion.","aitm_callsummarytitle":"Call ended due to inactivity with no clear communication","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c00342a2f4f6ce09fb8dd0580d8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c00342a2f4f6ce09fb8dd0580d8","mini_nps":"3","onesentencenotrenewed":"No clear communication or interest expressed due to inaudible responses.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"6","astotherreasonsnottorenew":"No clear reason provided due to inaudible responses.","age_range":"Preferred not to say","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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","latest_paid_thru":"2020-05-31","company_paid_thru":"2020-05-31","corp_cancel_date":"2020-08-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"28848","email":"elaine@ecaccountingcpa.com","first_name":"Elaine","last_name":"Co","phone":"6046441832","orgname":"EC Accounting Solutions CPA","customer_acct_name":"EC Accounting Solutions CPA","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A03061","full_name":"Elaine Co","members_type":"AST","city_1":"Richmond","province":"BC","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2023-03-10","pipeline_2_members_only_ast":"","individual_id":"304162","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","blocnote":"May 4 2026 vm  May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T10:15:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25A03061","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-11-14","last_act_type":"2025-11-14","telemarketing_call_date":"2025-10-29","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:41-05:00","last_engaged_date":"2026-05-08","npi_email_temp":"elaine@ecaccountingcpa.com","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","date_of_renewal_identification":"","old_do_id":"AST0274","ln_entered_date":"2026-05-03","called_by":"Tri","aitm_status_called":"2026-05-08T14:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","sendapplicationform":"2026-05-08T14:26:00-04:00","npi_transcriptsummary":"The agent contacted Elaine regarding her lapsed Associate membership with the National Payroll Institute. Elaine expressed that she had issues renewing online but intends to renew, so the agent sent her an email with the application form and completed a short survey about her membership experience. The call ended positively with Elaine confirming her satisfaction and age range.","aitm_callsummarytitle":"Membership Renewal Intent and Survey Completion","notrenewedwanttorenew":"Yes","mini_nps":"5","initialvalue":"Help with Complex","age_range":"31-45","old_int_code":"02","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_d75f9982584c148b441843ccd84","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d75f9982584c148b441843ccd84","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29894","email":"france.villeneuve@fairmont.com","first_name":"France","last_name":"Villeneuve","phone":"8196817635","orgname":"Fairmont Tremblant","customer_acct_name":"Fairmont Tremblant","tags":"paie.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1476","full_name":"France Villeneuve","members_type":"AST","city_1":"Mont-Tremblant","province":"QC","language":"French","phone_2":"8194302888","lead_status":"Renewed APX","new_member_date_2":"2021-04-20","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"300276","no_email_solicitation":"False","area_code":"819","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":"2025-10-30T11:22:00-04:00","sendpreexpirationemail":"2025-05-22T09:27:00-04:00","value_help_with_complex":"No","last_engaged_date":"2025-12-01","old_int_code":"99","pipeline_1_lapsed_members":"","askpat_july":"1","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"AST1476","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2026-07-04","last_act_type":"2026-07-04","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:45-05:00","npi_email_temp":"france.villeneuve@fairmont.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-03-18","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"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","latest_paid_thru":"2022-07-31"}},"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":"2024-09-01","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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2025-02-28"}},"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":"2026-04-20","last_conf_date_type":"2023-06-06","last_act_type":"2026-04-20","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","npi_email_temp":"jasmeet.nandha@yahoo.com","pcl_completion_date_5":"2023-02-04","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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, npiAlert14, 260522 Lapsed DEL","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":"Lapsed DEL","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-05-26","full_name":"Coltier Crierie","organization_id":"273872","coidnewmbrdate":"2019-03-07","time_zone":"4","area_code":"403","individual_id":"280434","last_act_type":"2025-12-03","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","latest_paid_thru":"2026-02-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"29493","email":"mlpaterson@bell.net","first_name":"Mary","last_name":"Paterson","phone":"9052709200","orgname":"D & T Moser Limited","customer_acct_name":"D & T Moser Limited","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1102","full_name":"Mary Lynne Paterson","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"9055423365","lead_status":"Renewed APX","new_member_date_2":"2019-09-04","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"169311","canceldate":"2011-07-04","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T13:46:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T10:21:00-04:00","blocnote":"May 4 2026 vm","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","last_engaged_date":"2025-07-13","value_designation":"No","pipeline_1_lapsed_members":"","cert_status":"PENDING","old_int_code":"99","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"204","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST1102","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2026-08-05","last_act_type":"2026-08-05","telemarketing_call_date":"2026-05-04","pcl_status":"P","pcl_completion_date":"2010-08-17","pf1_status":"P","pf1_completion_date":"2011-01-04","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-10","number_of_passed_courses":"4","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:12-05:00","npi_email_temp":"mlpaterson@bell.net","pcl_completion_date_5":"2015-08-17","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
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{"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":"2022-04-02","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","latest_paid_thru":"2023-01-31"}},"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","latest_paid_thru":"2026-01-31"}},"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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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","latest_paid_thru":"2020-01-31","company_paid_thru":"2020-01-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"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":"2025-01-08","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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"13757","email":"g.fafard@motioncomposites.com","first_name":"Shima","last_name":"Khandan","phone":"8006506555","orgname":"Motion Composites","customer_acct_name":"Motion Composites","tags":"241011 QC Auto Replies, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O02212","province":"QC","full_name":"Shima Mir Khandan","language":"French","origin":"Lapsed 2024","explicit_consent_date":"2023-02-10","domain_1":"motioncomposites.com","attended_webinar":"No","lapsed_expiration_date":"2023-02-10","individual_id":"321760","time_zone":"2","area_code":"866","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501433","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T16:09:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O02212","temp_intcode_for_auto_old_int_code":"6","organization_id":"307705.0","last_act_type":"2024-03-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"g.fafard@motioncomposites.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"8053","email":"brandibelliveau@gmail.com","first_name":"Brandi","last_name":"Belliveau","phone":"4034442501","orgname":"WestJet","customer_acct_name":"WestJet","tags":"CSV imported, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Brandi Belliveau, PCP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295780","region":"CDN","lead_status":"Not Relevant","old_do_id":"LB2504543","pipeline_1_lapsed_members":"","canceldate":"2022-02-02","province":"AB","time_zone":"4","organization_id":"39034","members_type":"CORP","new_member_date_2":"2020-12-10","pipeline_2_members_only_ast":"","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2504543","cert_status":"ACTIVE","cpa_certification":"PCP","phone_2":"4038210234","last_act_type":"2025-09-30","company_paid_thru":"2027-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2021-04-07","pf1_status":"P","pf1_completion_date":"2025-04-21","pf2_status":"P","pf2_completion_date":"2025-08-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-07-08","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"brandibelliveau@gmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","do_id":"","company_status":"A"}},"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","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"29864","email":"consultationiv@videotron.ca","first_name":"Isabelle","last_name":"Viger","phone":"5149960266","orgname":"Consultation IV Inc.","customer_acct_name":"Consultation IV Inc.","tags":"250205 AST Members, npiAlert1, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1470","full_name":"Isabelle Viger, CPA","members_type":"AST","city_1":"Saint-Hubert","province":"QC","language":"French","phone_2":"4506764199","lead_status":"Renewed APX","new_member_date_2":"2020-01-24","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"70155","no_email_solicitation":"False","pds_march":"9","area_code":"514","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"","pds_may":"9","sendjulyemail":"2025-07-15T15:19:00-04:00","blocnote":"ai.13 nov 2025 bv\r\ncompleter 202 no0v 2025 ss faire sondage \u00e9tait d\u00e9j\u00e0 en ligne","sendmayemail":"2025-11-20T09:18:00-05:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:18:49-05:00","full_name_2":" ","pds_july":"9","paid_thru":"2026-12-31","pds_august":"9","temp_do_id_for_auto_old_do_id":"AST1470","temp_intcode_for_auto_old_int_code":"99","pds_september":"9","last_infoline_date_type":"2025-10-28","last_act_type":"2025-12-20","telemarketing_call_date":"2025-11-20","number_of_passed_courses":"0","pds_october":"9","old_int_code":"31","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","mini_nps":"","testimonialagree":"No","testimonial":"","testimonialrefusal":"","sendaigeneral":"2025-11-20T09:16:00-05:00","sendnovemberemail":"2025-11-20T09:18:51-05:00","sendaidatefr":"2025-11-20T09:18:51-05:00","trc":"False","wera":"False","pds_november":"9","date_of_renewal_identification":"2025-12-24","npi_email_temp":"consultationiv@videotron.ca","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"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, TMAI","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":"0","blocnote":"May 14 2025 vm msg not authorize to dial this number\n2026 May 08 contact informed Sarah Steinberg is no longer with Selkirk Dev Corp, no updated contact info provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","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":"08","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","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Selkirk Dev Corp to speak with Sarah Steinberg but was informed that Sarah is no longer with the company. The agent requested updated contact information but did not receive it before the call ended.","aitm_callsummarytitle":"Contact no longer with company, no updated 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","session_id":"call_4df72ff558dcbc248ecf53e5a7d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4df72ff558dcbc248ecf53e5a7d","number_of_calls_reached":"1","phone_2":"8673932182","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"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":"2025-06-01","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","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"10781","email":"dynah.84@gmail.com","first_name":"Dynah","last_name":"Roche","phone":"4033633523","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07528","full_name":"Dynah Roche","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293601","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503165","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":"L25C07528","phone_2":"4033633523","last_act_type":"2020-09-10","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":"dynah.84@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"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","latest_paid_thru":"2023-11-30","company_paid_thru":"2023-11-30","corp_cancel_date":"2024-02-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5542","email":"pascal.brien@eecinc.ca","first_name":"Pascal","last_name":"Brien","phone":"4506240390","orgname":"Esth\u00e9tique & \u00c9lectrolyse Canada","customer_acct_name":"Esth\u00e9tique & \u00c9lectrolyse Canada","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01672","province":"QC","full_name":"Pascal Brien","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2017-06-12","domain_1":"eecinc.ca","attended_webinar":"No","lapsed_expiration_date":"2022-08-03","individual_id":"253474","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501597","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"25 juin 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T10:51:00-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O01672","temp_intcode_for_auto_old_int_code":"6","organization_id":"253472","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pascal.brien@eecinc.ca","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"14199","email":"oliviafusco.of@gmail.com","first_name":"Olivia","last_name":"Fusco","phone":"9056487330","orgname":"","customer_acct_name":"","tags":"241015 CDN, DELETE, 250217 Lapsed, NPIdealed, npiAlert14","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Olivia Fusco, PCP","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","individual_id":"317228","time_zone":"2","area_code":"289","region":"CDN","lead_status":"Renewed Lapsed","members_type":"PRO","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"May 26 2025 vm\r\nAug 11 2025 She said they no longer have the corporate membership because she is the only person dealing with the payroll so now she is an associate member under her name.","dhmsfin_telemarketing_last_contacted_date":"2025-08-11T16:16:00-04:00","old_int_code":"13","date_of_renewal_identification":"2025-10-15","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2506743","temp_intcode_for_auto_old_int_code":"99","pipeline_2_members_only_ast":"","email2":"olivia.fusco@archmillhouse.com","regular_email_change_date":"2025-09-29T16:35:32-04:00","old_do_id":"L25O00415","last_infoline_date_type":"2025-06-03","last_act_type":"2025-05-07","new_member_date_2":"2022-09-26","cert_status":"ACTIVE","cpa_certification":"PCP","pcl_status":"P","pcl_completion_date":"2023-01-19","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":"2024-05-02","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"oliviafusco.of@gmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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":"2023-05-04","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","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"10907","email":"zekleir@gmail.com","first_name":"Marc","last_name":"Bourg","phone":"7782155198","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":"Marc Du Bourg","language":"English","origin":"Lapsed Spring 2024","individual_id":"300046","region":"CDN","lead_status":"Refused","old_do_id":"L25C06517","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7782155198","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-01-05","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T14:57:00-05:00","paid_thru":"2023-10-31","new_member_date_2":"2022-11-18","temp_do_id_for_auto_old_do_id":"LB2507758","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-11-18","pcl_status":"F","pcl_completion_date":"2023-07-12","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"False","wera":"False","do_id":"LB2507758","npi_email_temp":"zekleir@gmail.com","pcl_completion_date_5":"2028-07-12","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"8942","email":"civlem_18@yahoo.com","first_name":"Melvic","last_name":"Bohol","phone":"7803997488","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07560","full_name":"Melvic Bohol","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"292536","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-28","old_do_id":"LB2503140","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":"L25C07560","phone_2":"7803997488","last_act_type":"2020-09-10","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":"civlem_18@yahoo.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"10291","email":"jenniferdotmiller@gmail.com","first_name":"Jennifer","last_name":"Miller","phone":"4039782698","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07268","full_name":"Jennifer Miller","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"299079","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503217","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":"2021-03-16","temp_do_id_for_auto_old_do_id":"L25C07268","phone_2":"4039782698","last_act_type":"2021-03-15","pcl_status":"P","pcl_completion_date":"2021-07-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jenniferdotmiller@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"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":{"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","latest_paid_thru":"2023-12-31"}},"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","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"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","latest_paid_thru":"2025-04-30"}},"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":"260522 Lapsed DEL","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":"LB2507117","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":"2026-05-05","last_conf_date_type":"2017-06-13","last_act_type":"2026-05-05","company_paid_thru":"2027-02-28","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","npi_email_temp":"sbhullar@josephbranthospital.ca","pcl_completion_date_5":"2025-07-19","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","do_id":"","company_status":"A"}},"seriesid":"163"}
{"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":"2021-08-02","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","latest_paid_thru":"2020-08-31"}},"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, 260522 Lapsed DEL","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":"2026-05-28","old_int_code":"6","last_infoline_date_type":"2026-02-23","last_act_type":"2026-02-23","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","latest_paid_thru":"2026-08-31","company_status":"A"}},"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, AI Contacts sent to TM 2026, 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":"Pre-membership expiration","individual_id":"235364","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"June 1 2026 vm\r\nJune 2 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-02T14:09:00-04:00","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":"2026-05-01","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","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16"}},"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":"2026-04-24","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","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","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"14892","email":"saraharmony79@gmail.com","first_name":"Sara","last_name":"Breen","phone":"6048348933","orgname":"Four Lakes Mechanical Ltd.","customer_acct_name":"Four Lakes Mechanical Ltd.","tags":"241016 CDN, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"province":"BC","full_name":"Sara Breen","language":"English","origin":"2023 lapsed Members","attended_webinar":"Yes","lapsed_expiration_date":"2022-07-05","do_id":"L25C07171","individual_id":"288997","time_zone":"5","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500391","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","paid_thru":"2022-04-30","new_member_date_2":"2020-05-27","temp_do_id_for_auto_old_do_id":"L25C07171","phone_2":"6048070878","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2020-10-04","pf1_status":"F","pf1_completion_date":"2021-10-31","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"saraharmony79@gmail.com","pcl_completion_date_5":"2025-10-04","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"33456","email":"aviau@rochonlegault.com","first_name":"Am\u00e9lie","last_name":"Viau","phone":"5146966226","orgname":"Rochon Legault S.e.n.c.r.l.","customer_acct_name":"Rochon Legault S.e.n.c.r.l.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"323130","full_name":"Am\u00e9lie Viau","members_type":"CORP","do_id":"L25O00785","lead_status":"Lapsed Member","coidnewmbrdate":"2014-02-12","city_1":"Pierrefonds","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":"2025-08-14T11:18:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00785","temp_intcode_for_auto_old_int_code":"6","organization_id":"222851","last_act_type":"2023-03-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"aviau@rochonlegault.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"28917","email":"ifnaqvi@gmail.com","first_name":"Inam","last_name":"Naqvi","phone":"6474820249","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, Member portal, Mentorcity, 250205 AST Members, npiAlert1, 250903 Update AST from Mem Portal, npiAlert20, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1026","full_name":"Inam Naqvi","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"6474820249","lead_status":"Renewed APX","new_member_date_2":"2019-07-16","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"277852","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T09:59:00-04:00","sendaprilemail":"Yes","sendmayemail":"2025-10-16T10:02:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","sendpreexpirationemail":"2025-11-18T09:06:00-05:00","sendapplicationform":"2025-11-18T09:06:00-05:00","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":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","paid_thru":"2026-11-30","old_int_code":"99","last_engaged_date":"2026-02-18","member_august":"9","career_august":"1","mentorship_august":"1","last_login_date":"2025-10-21T21:43:10-04:00","member_september":"23","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1026","temp_intcode_for_auto_old_int_code":"06","member_october":"29","last_infoline_date_type":"2023-06-20","last_act_type":"2026-01-14","telemarketing_call_date":"2026-05-01","sendcandapplicationform":"2025-11-25T16:24:00-05:00","sendaigeneral":"2025-10-16T10:01:00-04:00","sendoctoberemail":"2025-10-16T10:01:24-04:00","sendaidate":"2025-12-01T10:13:48-05:00","job_october":"1","extension_phone_1":"","email2":"","full_name_2":" ","testimonialagree":"No","testimonialrefusal":"","pcl_status":"P","pcl_completion_date":"2022-08-04","pf1_status":"F","pf1_completion_date":"2025-12-23","pf2_status":"F","pf2_completion_date":"2024-03-27","number_of_passed_courses":"1","date_of_renewal_identification":"2025-11-20","member_november":"49","askpat_november":"1","trc":"True","wera":"False","member_december":"56","member_january":"6","npi_email_temp":"ifnaqvi@gmail.com","member_february":"16","career_february":"6","job_february":"3","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"seriesid":"163"}
{"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, TMAI","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":"24","blocnote":"May 12 2025 vm\r\nJuly 15 2025 vm\r\nLN Sept 24 2025 vm\n2026 May 08 call reached voicemail, no contact interaction\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 contact wants to renew later and sent the email - NPI# 8085","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:42-04:00","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A02449","temp_intcode_for_auto_old_int_code":"24","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","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:21:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent Ellen successfully reached Anna and conducted a membership renewal survey. Anna expressed interest in renewing her membership later and agreed to receive an email with the application form, which was sent during the call. The call concluded positively with all survey questions asked and the application form sent.","aitm_callsummarytitle":"Membership Renewal Survey and Application Email Sent","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1856e4dd0b551deea0c40ccc7a8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1856e4dd0b551deea0c40ccc7a8","sendapplicationform":"2026-05-11T10:34:00-04:00","mini_nps":"3","onesentencenotrenewed":"Not today, maybe soon when I get back to work.","initialvalue":"Designation","age_range":"31-45","old_int_code":"6","number_of_calls_reached":"1"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"237016","no_email_solicitation":"False","last_engaged_date":"2025-10-01","area_code":"306","time_zone":"3","intcode":"06","blocnote":"May 6 2026 vm 2nd number","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T14:20:00-04:00","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":"06","last_infoline_date_type":"2020-09-23","last_conf_date_type":"2022-06-08","last_act_type":"2026-11-03","telemarketing_call_date":"2026-05-06","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":"99","pcl_completion_date_5":"2021-06-07","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"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":"2025-02-09","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","latest_paid_thru":"2026-07-31"}},"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":"2024-12-02","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","latest_paid_thru":"2025-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"342025","no_email_solicitation":"False","area_code":"705","time_zone":"2","intcode":"06","blocnote":"May 1 2026 call back\r\nMay 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T12:41:00-04:00","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":"10","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":"06","last_infoline_date_type":"2024-09-09","last_act_type":"2025-03-09","telemarketing_call_date":"2026-05-22","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","latest_paid_thru":"2026-08-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"314433","no_email_solicitation":"False","area_code":"801","time_zone":"4","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:10:00-04:00","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":"2025-11-08","last_conf_date_type":"2026-06-02","last_act_type":"2025-08-25","telemarketing_call_date":"2026-05-01","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","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"8826","email":"svetlana5227@yahoo.ca","first_name":"Svitlana","last_name":"Kuderska","phone":"6477050374","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":"L25C07017","full_name":"Svitlana Kuderska","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"304419","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503442","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6477050374","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","sendapplicationform":"2025-10-23T11:08:00-04:00","blocnote":"May 6 2025 Survey completed email sent.  She said she was thinking of trying to be a member again.\r\nLN \/ 23 October 2025 Sent her the e-mail again for renewal\r\nLN \/ 16 December 2025 VM\r\nLN \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T14:16:00-05:00","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":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"I would like to have more information to review and compare.","mini_nps":"4","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","paid_thru":"2022-08-31","new_member_date_2":"2021-09-10","temp_do_id_for_auto_old_do_id":"L25C07017","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2021-10-09","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","pcl_status":"P","pcl_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","old_int_code":"2","npi_email_temp":"svetlana5227@yahoo.ca","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"7779","email":"susan.hawkshaw@ampacet.com","first_name":"Susan","last_name":"Hawkshaw","phone":"5198964423","orgname":"Ampacet Canada Company","customer_acct_name":"Ampacet Canada Company","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01990","full_name":"Susan Hawkshaw","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-09-23","domain_1":"ampacet.com","individual_id":"281070","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501856","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-08-31","temp_do_id_for_auto_old_do_id":"L25O01990","organization_id":"281068","members_type":"CORP","intcode":"06","blocnote":"LN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T14:48:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"susan.hawkshaw@ampacet.com","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"13764","email":"philippe.provost@progazon.ca","first_name":"Philippe","last_name":"Provost","phone":"4504666666","orgname":"Progazon","customer_acct_name":"Progazon","tags":"241011 QC Auto Replies, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"LB2501630","province":"QC","extension_phone_1":"216","full_name":"Philippe Provost","language":"French","origin":"2023 lapsed Members","explicit_consent_date":"2020-02-03","domain_1":"progazon.ca","attended_webinar":"No","lapsed_expiration_date":"2023-01-10","individual_id":"285225","time_zone":"2","area_code":"450","region":"QC","lead_status":"Lapsed Member","old_do_id":"QNPIRETO00550","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T16:24:00-04:00","temp_do_id_for_auto_old_do_id":"LB2501630","temp_intcode_for_auto_old_int_code":"16","npi_email_temp":"philippe.provost@progazon.ca"}},"seriesid":"163"}
{"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"268747","no_email_solicitation":"False","pds_march":"1","area_code":"403","time_zone":"4","blocnote":"May 6 2026 Survey completed send resource email","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T13:38:00-04:00","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-05T11:30:00-04:00","nationalconferenceattend":"No","pipeline_1_lapsed_members":"","pds_may":"1","old_int_code":"06","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":"31","pds_september":"1","last_infoline_date_type":"2026-02-24","last_act_type":"2026-02-24","date_of_renewal_identification":"2025-10-09","telemarketing_call_date":"2026-05-06","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":"2026-05-06T13:37:55-04:00","pds_november":"1","npi_email_temp":"groovy06@shaw.ca","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","sendaigeneral":"2026-05-06T13:37:00-04:00","sendaiemail":"2026-05-06T13:37:55-04:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No"}},"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, 260522 Lapsed DEL","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":"LB2506555","old_int_code":"6","last_act_type":"2025-03-21","company_paid_thru":"2026-12-31","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":"","npi_email_temp":"nabilakhtar30@gmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"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","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29957","email":"beroha.rashed@outlook.com","first_name":"Beroha","last_name":"Rashed","phone":"4168785821","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST1172","full_name":"Beroha Rashed","members_type":"AST","city_1":"Aurora","province":"ON","language":"English","phone_2":"4168785821","lead_status":"Renewed APX","new_member_date_2":"2024-04-29","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"243165","canceldate":"2017-07-05","no_email_solicitation":"False","time_zone":"2","blocnote":"May 4 2026 vm\r\nMay 8 2026 Survey completed. Send both emails. She said she could not rate NPI because has not used service in awhile but said would renew on her own.\r\nMay 26 2026\r\nMay 29 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-29T10:40:00-04:00","sendpreexpirationemail":"2026-05-08T10:24:00-04:00","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":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","intcode":"02","pipeline_1_lapsed_members":"","paid_thru":"2026-04-30","old_int_code":"06","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1172","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2025-04-17","telemarketing_call_date":"2025-10-22","pcl_status":"P","pcl_completion_date":"2016-07-04","pf1_status":"P","pf1_completion_date":"2016-10-30","pf2_status":"P","pf2_completion_date":"2017-04-23","number_of_passed_courses":"3","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:33-05:00","npi_email_temp":"beroha.rashed@outlook.com","apx_entered_date":"2026-03-16","pcl_completion_date_5":"2021-07-04","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","testimonial":"","renewal_refusal_reasons":"","sendapxapplicationform":"2026-05-08T10:25:00-04:00"}},"seriesid":"163"}
{"contact":{"id":"10259","email":"crystal@transportationsense.ca","first_name":"Crystal","last_name":"Lewis-Wilton","phone":"7805313706","orgname":"Transportation Sense Inc.","customer_acct_name":"Transportation Sense Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02149","full_name":"Crystal Lewis-Wilton","language":"English","origin":"Lapsed Spring 2024","domain_1":"transportationsense.ca","individual_id":"321820","area_code":"780","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2502678","time_zone":"4","province":"AB","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-03-25T15:50:00-04:00","blocnote":"Mar 14 2025 vm\r\nMar 25 2025 survey completed\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 \/ 04 December 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T17:07:17-04:00","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":"Yes","npichallengesspecify":"Some of course work from college was not recognized by them","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"Cost was a factor because I could not get enough hours in payroll.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Yes because I am not getting enough hours in payroll.","hardtoparticipateevents":"No","mini_nps":"3","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":"2024-04-02","new_member_date_2":"2023-02-14","no_email_solicitation":"FALSE","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A02149","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-10-04","pcl_status":"F","pcl_completion_date":"2024-05-23","number_of_passed_courses":"0","old_int_code":"2","trc":"False","wera":"False","npi_email_temp":"crystal@transportationsense.ca","pcl_completion_date_5":"2029-05-23","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-25T17:07:17-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0bc200d90b44560c67305fcde34","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0bc200d90b44560c67305fcde34"}},"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, AI Contacts sent to TM 2026, 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":"Pre-membership expiration","individual_id":"102734","canceldate":"2017-06-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"02","blocnote":"June 1 2026 Survey completed Sent webinar and email.","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T11:35:00-04:00","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN_CPE","sendpreexpirationemail":"2026-06-01T11:35:00-04:00","mini_nps":"4","onesentencenotrenewed":"","testimonial":"They are always there to help when I need it. Their help is always beneficial.","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":"02","last_infoline_date_type":"2025-05-06","last_act_type":"2025-06-27","telemarketing_call_date":"2026-05-06","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","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16","renewal_refusal_reasons":"","old_int_code":"6","sendapxapplicationform":"2026-06-01T11:35:00-04:00","testimonial_reviewer_name":"Payam","testimonial_reviewed":"NPI is always there to help when I need it, and their support is always beneficial.","original_language":"English","original_testimonial_translated":"L'INP est toujours l\u00e0 quand j'en ai besoin, et leur soutien est toujours b\u00e9n\u00e9fique.","testimonial_sent_date":"2026-06-01T13:09:39-04:00"}},"seriesid":"163"}
{"contact":{"id":"14150","email":"amanda.magnan@amanomcgann.com","first_name":"Amanda","last_name":"Magnan","phone":"6125246105","orgname":"Amano McGann Canada Inc.","customer_acct_name":"Amano McGann Canada Inc.","tags":"241015 CDN, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Amanda Magnan","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"11-juil-19","domain_1":"amanomcgann.com","attended_webinar":"Yes","do_id":"L25O02041","individual_id":"277807","time_zone":"2","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502202","province":"MN","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-06-30","temp_do_id_for_auto_old_do_id":"L25O02041","organization_id":"277808","members_type":"CORP","last_act_type":"2024-05-22","sendapplicationform":"2025-10-20T11:26:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:28:00-04:00","intcode":"24","blocnote":"LN Oct 20 2025 She said she was thinking of renewing . Send application email.","temp_intcode_for_auto_old_int_code":"24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amanda.magnan@amanomcgann.com","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30","company_paid_thru":"2020-06-30","corp_cancel_date":"2020-09-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8794","email":"aeberle111@gmail.com","first_name":"Aimee","last_name":"Eberle","phone":"5197844853","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":"L25C06376","full_name":"Aimee Eberle","language":"English","origin":"Lapsed Spring 2024","individual_id":"309260","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503646","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5197844853","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","intcode":"06","blocnote":"Mar 11 2025 call back later\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 msg on the phone","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T16:32:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2022-01-25","temp_do_id_for_auto_old_do_id":"L25C06376","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-02-13","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"F","pf1_completion_date":"2023-07-12","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"aeberle111@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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":"WITHDRAWN","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"LB2506014","last_infoline_date_type":"2019-08-10","last_act_type":"2026-12-05","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","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","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"31431","email":"accounting@theriverwoodconservancy.org","first_name":"Judy","last_name":"Opar","phone":"9052795878","orgname":"The Riverwood Conservancy","customer_acct_name":"The Riverwood Conservancy","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, WRA250326, fixDhms, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026","ip4":"127.0.0.1","fields":{"individual_id":"348785","full_name":"Judy Opar","members_type":"AST","do_id":"AST1903","new_member_date_2":"2025-03-20","city_1":"Mississauga","province":"ON","language":"English","lead_status":"Renewed APX","date_of_renewal_identification":"2026-03-31","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","no_email_solicitation":"False","origin":"Lapsed members","found":"company","old_do_id":"L25C00296","area_code":"905","time_zone":"2","intcode":"06","blocnote":"May 11 2026 vm","last_engaged_date":"2025-10-01","resources_tools_may":"1","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:25:00-04:00","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST1903","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2026-03-03","telemarketing_call_date":"2026-05-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"accounting@theriverwoodconservancy.org","old_int_code":"99","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"13880","email":"lgoodwin@afoa.ca","first_name":"Lorinda","last_name":"Goodwin","phone":"6137225543","orgname":"Aboriginal Financial Officers Association of Canada (AFOA Canada)","customer_acct_name":"Aboriginal Financial Officers Association of Canada (AFOA Canada)","tags":"241015 CDN, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Lorinda Goodwin","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2010-10-29","domain_1":"afoa.ca","do_id":"L25O01871","individual_id":"45050","time_zone":"2","area_code":"613","never_call":"REFUSED","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2502141","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25O01871","organization_id":"177301","pds_august":"6","extension_phone_1":"119","members_type":"CORP","pds_september":"6","last_conf_date_type":"2012-07-02","last_act_type":"2021-11-30","intcode":"10","blocnote":"LN Oct 20 2025 Lorinda Goodwin no longer there. The person to speak tp is Leila Patel not in call back in a few days.","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:23:00-04:00","temp_intcode_for_auto_old_int_code":"10","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"lgoodwin@afoa.ca","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","company_paid_thru":"2021-09-30","corp_cancel_date":"2021-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8929","email":"rdambanemuya@gmail.com","first_name":"Rufaro","last_name":"Dickenson","phone":"7785221012","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Rufaro Dickenson","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"298352","region":"CDN","lead_status":"Refused","old_do_id":"L25C07317","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-04-02","province":"BC","time_zone":"5","members_type":"CAND","paid_thru":"2022-01-31","new_member_date_2":"2021-02-23","temp_do_id_for_auto_old_do_id":"LB2506916","phone_2":"7785221012","last_act_type":"2021-02-22","pcl_status":"F","pcl_completion_date":"2021-05-30","number_of_passed_courses":"0","intcode":"21","blocnote":"LNC \/ 06 November 2025 Not in payroll anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T17:22:00-05:00","temp_intcode_for_auto_old_int_code":"21","old_int_code":"12","notrenewednolongerinpayroll":"Yes","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"False","wera":"False","do_id":"LB2506916","npi_email_temp":"rdambanemuya@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31"}},"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":"2024-07-05","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","latest_paid_thru":"2025-02-28"}},"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":"2024-05-04","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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"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","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":"2024-01-02","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"28961","email":"wendywong808@gmail.com","first_name":"Wendy","last_name":"Wong","phone":"6049108808","orgname":"Peoples Group","customer_acct_name":"Peoples Group","tags":"payrollcompliance visited, payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251201 Testimonials update, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1548","full_name":"Wendy Wong","members_type":"AST","city_1":"Richmond","province":"BC","language":"English","phone_2":"6049108808","lead_status":"Renewed APX","new_member_date_2":"2021-03-18","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","sendpreexpirationemail":"2025-03-19T16:16:00-04:00","blocnote":"May 1 2026 vm  May 21 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:50:00-04:00","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","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewednotused":"No","mini_nps":"5","onesentencenotrenewed":"","notrenewedother":"","individual_id":"94806","canceldate":"2007-10-01","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","last_engaged_date":"2025-12-01","member_may":"1","old_int_code":"31","sendjulyemail":"2025-07-15T12:06:00-04:00","sendmayemail":"2025-11-26T14:02:00-05:00","email2":"","resourceaware":"No","resourcevisitedselfreport":"","full_name_2":" ","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1548","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2026-05-25","last_act_type":"2026-05-25","telemarketing_call_date":"2026-05-21","number_of_passed_courses":"0","trc":"False","wera":"False","sendcandapplicationform":"2025-11-26T14:00:00-05:00","extension_phone_1":"","testimonialagree":"Yes","testimonial":"I find the NPI resources very helpful. Over the years, they were very prompt in getting back fast with all the answers I need for my questions. I am extremely happy with them.","testimonialrefusal":"NA","sendaigeneral":"2025-11-26T14:00:00-05:00","sendnovemberemail":"2025-11-26T14:02:48-05:00","sendaidate":"2025-11-26T14:02:49-05:00","testimonial_sent_date":"2025-12-01T15:20:52-05:00","testimonial_reviewed":"I am extremely happy with NPI. I find their resources very helpful, and they have been prompt in responding to my inquiries with all the answers I needed over the years.","original_language":"English","original_testimonial_translated":"Je suis extr\u00eamement satisfaite de l'INP. Je trouve leurs ressources tr\u00e8s utiles, et ils ont toujours su r\u00e9pondre \u00e0 mes questions dans les plus brefs d\u00e9lais, au fil des ans.","testimonial_confirmation_date":"2025-12-01T15:29:56-05:00","npi_email_temp":"wendywong808@gmail.com","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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","latest_paid_thru":"2022-06-30"}},"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, 260522 Lapsed DEL","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","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\/2027","latest_paid_thru":"2027-02-28","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-28","company_paid_thru":"2027-02-28","corp_cancel_date":"2023-05-02"}},"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":"2017-12-01","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","latest_paid_thru":"2026-03-31"}},"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, TMAI","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Lianne Tuton","language":"English","origin":"Lapsed Spring 2024","individual_id":"97112","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25P02496","members_type":"PRO","province":"BC","area_code":"250","time_zone":"5","phone_2":"2503090651","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"17 March 2025 On disability\n2026 May 14 - Reached answering service; contact answered as Leanne, call ended - no renewal discussion\n2026 May 14 - reached voicemail\/greeting for Leanne; no live contact\n2026 May 19 contact medically retired, no renewal needed, answered survey questions.","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T12:42:12-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","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":"2017-10-03","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","latest_paid_thru":"2024-10-31","thewithdrawaldate":"2023-11-27","aitm_status_called":"2026-05-19T12:42:12-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Leanne regarding her lapsed Professional membership with the National Payroll Institute. Leanne explained she is medically retired and no longer needs the membership. She agreed to answer survey questions, providing feedback on her initial membership value, satisfaction, and age range.","aitm_callsummarytitle":"Membership lapsed - medically retired, survey completed","notrenewedwanttorenew":"No","mini_nps":"3","initialvalue":"Designation","othermemberbenefit":"N\/A","old_int_code":"01","prootherreasonsnottorenew":"Contact not reached; no reason provided.","age_range":"46-60","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2288672287d31d8ff1a16ebeb2a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2288672287d31d8ff1a16ebeb2a","concernquestion":"None","number_of_calls_reached":"1","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-28"}},"seriesid":"163"}
{"contact":{"id":"30909","email":"carolinejmatchett@outlook.com","first_name":"Caroline","last_name":"Matchett","phone":"5195783660","orgname":"Warterloo Catholic District School Board","customer_acct_name":"Warterloo Catholic District School Board","tags":"WR250625","ip4":"127.0.0.1","fields":{"individual_id":"45513","full_name":"Caroline Matchett, PLP","members_type":"PRO","city_1":"Kitchener","province":"ON","language":"English","phone_2":"2263430420","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2024-01-24","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"CPM","cert_status":"ACTIVE","intcode":"99","blocnote":"30 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-07-18T11:07:00-04:00","found":"DO4 Email","date_of_renewal_identification":"2025-07-08","pds_july":"1","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"LB2504641","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","old_int_code":"24","pds_september":"1","last_infoline_date_type":"2022-04-03","last_act_type":"2026-04-05","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","old_do_id":"L25P00191","npi_email_temp":"carolinejmatchett@outlook.com","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"seriesid":"163"}
{"contact":{"id":"29391","email":"comptabilite@locationbeauport.com","first_name":"V\u00e9ronique","last_name":"Lussier","phone":"4186641902","orgname":"Location Beauport","customer_acct_name":"Location Beauport","tags":"250205 AST Members, inPipeline2, npiAlert4, npiAlert13, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"do_id":"L25A02644","full_name":"V\u00e9ronique Lussier","members_type":"AST","city_1":"Qu\u00e9bec","province":"QC","language":"French","lead_status":"Lapsed Member","new_member_date_2":"2024-09-25","pipeline_2_members_only_ast":"","individual_id":"342800","no_email_solicitation":"False","area_code":"418","time_zone":"2","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-09-30","sendjulyemail":"2025-08-26T09:46:00-04:00","blocnote":"px. 27 oct  2025 bv\r\n28 oct 2025 bv\r\n29 oct 2025 bv4\r\n30 oct 2025 bv\n2026 May 08 call ended due to inactivity, no clear contact confirmation","sendmayemail":"2025-08-26T09:46:00-04:00","extension_phone_1":"104","email2":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:10-04:00","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","old_int_code":"06","temp_do_id_for_auto_old_do_id":"L25A02644","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2025-01-31","last_act_type":"2025-05-09","canceldate":"2025-10-02","date_of_renewal_identification":"","old_do_id":"AST0869","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"comptabilite@locationbeauport.com","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:10-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named V\u00e9ronique but was unable to get a clear response. The call ended due to inactivity without further conversation or task completion.","aitm_callsummarytitle":"Unsuccessful call - no contact confirmation","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8e7e5ced4298bf13652e5df6a5c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8e7e5ced4298bf13652e5df6a5c","number_of_calls_reached":"1"}},"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":"2026-01-13","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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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","latest_paid_thru":"2025-04-30"}},"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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"29382","email":"nparakat@chkc.org","first_name":"Nisha","last_name":"Parakat","phone":"4167309501","orgname":"Canadian Helen Keller Centre","customer_acct_name":"Canadian Helen Keller Centre","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1086","full_name":"Nisha Parakat","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"2024-02-05","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"322946","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T09:53:00-04:00","last_engaged_date":"2025-10-01","pipeline_1_lapsed_members":"","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST1086","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-12-17","last_act_type":"2026-01-20","telemarketing_call_date":"2026-05-04","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:12-05:00","npi_email_temp":"nparakat@chkc.org","date_of_renewal_identification":"2026-01-23","old_int_code":"99","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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","latest_paid_thru":"2020-02-29","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30942","email":"kathy.truong.dang@gmail.com","first_name":"Kathy","last_name":"Dang","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"individual_id":"95504","full_name":"Kathy Truong Dang","members_type":"PRO","do_id":"L25P00206","city_1":"Mississauga","province":"ON","language":"English","phone_2":"6478020418","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2005-10-05","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"30 May 2025 VM\n2026 May 15 call reached voicemail.\n2026 May 19 call reached uninitialized voicemail, no contact made\n2026 May 21 call reached uninitialized voicemail service, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:10-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00206","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-02-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kathy.truong.dang@gmail.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-21T10:52:07-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was made to Kathy but was not answered and went to an uninitialized voicemail service.","aitm_callsummarytitle":"Call reached uninitialized voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6d24e44cc22dcdfb39dafcc44dd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6d24e44cc22dcdfb39dafcc44dd","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"16001","email":"katryna@plusassociates.ca","first_name":"Katryna","last_name":"Coltess","phone":"6136564247","orgname":"Plus Advisors Inc","customer_acct_name":"Plus Advisors Inc","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"city_1":"Ottawa","full_name":"Katryna Coltess","language":"English","origin":"WINTER 2018 PA","explicit_consent_date":"2018-02-14","domain_1":"plusassociates.ca","attended_webinar":"No","do_id":"AST0283","time_zone":"2","area_code":"613","region":"CDN","members_type":"AST","province":"ON","lead_status":"Renewed APX","new_member_date_2":"2021-12-17","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"293748","no_email_solicitation":"False","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-13T14:56:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T13:10:00-05:00","blocnote":"Dec 4 2025 completed with first email sent","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"Renewed lapsed","old_int_code":"99","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0283","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2026-12-05","last_act_type":"2026-12-05","telemarketing_call_date":"2025-12-04","number_of_passed_courses":"0","date_of_renewal_identification":"2025-11-19","trc":"False","wera":"False","sendaidate":"2025-12-04T13:09:40-05:00","sendaigeneral":"2025-12-04T13:09:00-05:00","senddecemberemail":"2025-12-04T13:09:39-05:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"4","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"katryna@plusassociates.ca","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"9591","email":"monica2018msn@hotmail.com","first_name":"Yuan","last_name":"Leng","phone":"6049399836","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07536","full_name":"Yuan Mei Leng","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"281482","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503320","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"BC","cpa_certification":"PCP","cert_status":"PENDING","time_zone":"5","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2019-10-03","temp_do_id_for_auto_old_do_id":"L25C07536","phone_2":"6049399836","last_act_type":"2020-03-09","pcl_status":"P","pcl_completion_date":"2019-12-16","pf1_status":"P","pf1_completion_date":"2020-02-18","pf2_status":"P","pf2_completion_date":"2020-02-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-08-26","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"monica2018msn@hotmail.com","pcl_completion_date_5":"2024-12-16","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"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","latest_paid_thru":"2025-01-31"}},"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","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","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"8848","email":"finance@goldriver.ca","first_name":"Ashley","last_name":"Creelman","phone":"2502832202","orgname":"Village of Gold River","customer_acct_name":"Village of Gold River","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502402","full_name":"Ashley Creelman","language":"English","origin":"Lapsed Spring 2024","domain_1":"goldriver.ca","individual_id":"318703","area_code":"250","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001142","time_zone":"5","province":"BC","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"10 March 2025 She doesn't work there anymore - no one else in payroll to talk to - Try again\r\n18 March 2025 Carrie McPherson - Call her next week\r\n31 March 2025 They are not interested","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T17:38:00-04:00","intcode":"21","notrenewedother":"Not interested","pipeline_2_members_only_ast":"","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"LB2502402","temp_intcode_for_auto_old_int_code":"21","organization_id":"318702","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"finance@goldriver.ca","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2023-11-23","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29417","email":"dariia.lysa@gmail.com","first_name":"Dariia","last_name":"Lysa","phone":"5878796159","orgname":"","customer_acct_name":"","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Dariia Lysa","members_type":"CAND","city_1":"Edmonton","province":"AB","language":"English","phone_2":"5878796159","new_member_date_2":"2023-10-02","pipeline_2_members_only_ast":"AST to CAND","individual_id":"329835","no_email_solicitation":"False","time_zone":"4","blocnote":"29 April 2025 VM\r\n01 May 2025 VM\r\n05 May 2025 She can't attend - she is always at work and doesn't have time","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T21:06:00-04:00","intcode":"11","nationalconferenceattend":"No","nationalconferencenotattendreason":"The dates are not convenient for me","pipeline_1_lapsed_members":"","old_int_code":"2","nonactive_reason":"AST->CAND\/PRO","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05905","lead_status":"Not Relevant","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2504881","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-08-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-02-05","pf1_status":"P","pf1_completion_date":"2024-06-20","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"dariia.lysa@gmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"8861","email":"sylvia_frej@yahoo.ca","first_name":"Sylvia","last_name":"Frej","phone":"5192710250","orgname":"City of Stratford","customer_acct_name":"City of Stratford","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00007","province":"ON","extension_phone_1":"210","full_name":"Sylvia Frej, CPA","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"141979","area_code":"519","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00033","time_zone":"2","members_type":"AST","new_member_date_2":"2009-03-03","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-05-02","cpa_certification":"PCP","no_email_solicitation":"FALSE","pds_march":"5","pipeline_2_members_only_ast":"","cert_status":"WITHDRAWN","intcode":"21","blocnote":"13 May 2025 she doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T14:14:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"12","pds_july":"5","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25A00007","temp_intcode_for_auto_old_int_code":"21","pds_august":"5","phone_2":"5194955964","pds_september":"5","last_infoline_date_type":"2021-12-10","last_act_type":"2024-05-28","pcl_status":"P","pcl_completion_date":"2009-07-06","pf1_status":"P","pf1_completion_date":"2010-01-19","pf2_status":"P","pf2_completion_date":"2010-05-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-06-03","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"sylvia_frej@yahoo.ca","pcl_completion_date_5":"2014-07-06","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"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":"2024-12-04","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","canceldate":"2020-03-03","no_email_solicitation":"False","time_zone":"5","intcode":"31","blocnote":"May 11 2026 completed with one email sent","sendmayemail":"2025-05-26T17:18:00-04:00","individual_id":"271306","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:32:00-04:00","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":"31","last_infoline_date_type":"2025-11-17","last_act_type":"2026-03-02","telemarketing_call_date":"2026-05-11","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":"99","pcl_completion_date_5":"2030-07-16","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"Yes"}},"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","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"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","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"8922","email":"alex.presto@stoneridgesoftware.com","first_name":"Alex","last_name":"Presto","phone":"2049829890","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":"L25O02188","full_name":"Alex Presto","language":"English","origin":"Lapsed Spring 2024","domain_1":"stoneridgesoftware.com","individual_id":"321149","area_code":"204","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502389","time_zone":"3","province":"MB","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Mar 11 2025 vm  Mar 24 2025 vm  Mar 26 2025 vm\r\nMar 27 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":"2025-10-08T11:27:00-04:00","temp_do_id_for_auto_old_do_id":"L25O02188","temp_intcode_for_auto_old_int_code":"6","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"alex.presto@stoneridgesoftware.com"}},"seriesid":"163"}
{"contact":{"id":"30918","email":"marilyn.rego@rogers.com","first_name":"Marilyn","last_name":"Mazzocchitti","phone":"4169304993","orgname":"AutoCanada","customer_acct_name":"AutoCanada","tags":"WR250507","ip4":"127.0.0.1","fields":{"individual_id":"60895","full_name":"Marilyn Mazzocchitti, PLP","members_type":"PRO","city_1":"Brampton","province":"ON","language":"English","phone_2":"4169304993","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2011-08-16","area_code":"416","time_zone":"2","cpa_certification":"CPM","cert_status":"ACTIVE","intcode":"99","blocnote":"16 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 She just renewed - she didn't want to answer","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T15:04:00-04:00","origin":"Lapsed members","found":"DO4 Email","date_of_renewal_identification":"2025-05-08","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2506307","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2019-06-05","last_act_type":"2026-04-05","number_of_passed_courses":"0","trc":"False","wera":"False","old_do_id":"L25P00195","npi_email_temp":"marilyn.rego@rogers.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"8970","email":"mahdiz4@yahoo.com","first_name":"Mahdi","last_name":"Al-husseini","phone":"3657772049","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":"Mahdi Al-husseini","language":"English","origin":"Lapsed Spring 2024","individual_id":"320272","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-08","old_do_id":"L25C07610","members_type":"CAND","province":"AB","area_code":"365","time_zone":"2","phone_2":"3657772049","pipeline_1_lapsed_members":"Refused Lapsed","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T08:48:00-05:00","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":"Yes","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"More resources to help find work","mini_nps":"3","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":"Yes","blocnote":"LNC \/ 20 November 2025 VM","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-01-11","temp_do_id_for_auto_old_do_id":"L25C07610","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-01","pcl_status":"F","pcl_completion_date":"2023-04-02","number_of_passed_courses":"0","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":"mahdiz4@yahoo.com","pcl_completion_date_5":"2028-04-02","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"10880","email":"tofino@accesscomm.ca","first_name":"Shieliah","last_name":"Loutit","phone":"2504177832","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":"LB2504007","full_name":"Shieliah Loutit","language":"English","origin":"Lapsed 2024 Lapsed 2024","explicit_consent_date":"2013-10-18","domain_1":"accesscomm.ca","lapsed_expiration_date":"2022-12-02","individual_id":"220147","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002575","members_type":"PRO","province":"BC","area_code":"250","time_zone":"5","phone_2":"2504177832","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-12-02","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 10 2025 vm\r\nLN Sept 16 2025 vm","onesentencenotrenewed":"PRO reached 3 years limit for renewal","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T14:24:00-04:00","pds_july":"3","paid_thru":"2022-09-30","new_member_date_2":"2013-10-18","temp_do_id_for_auto_old_do_id":"LB2504007","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","pds_september":"3","last_infoline_date_type":"2022-08-04","last_act_type":"2023-06-03","pcl_status":"P","pcl_completion_date":"2014-02-11","pf1_status":"P","pf1_completion_date":"2014-09-25","pf2_status":"P","pf2_completion_date":"2015-02-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-09-09","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"3","npi_email_temp":"tofino@accesscomm.ca","pcl_completion_date_5":"2019-02-11","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
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{"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":"2025-02-12","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","temp_do_id_for_auto_old_do_id":"LB2507053","npi_email_temp":"said.salih1@hotmail.com","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
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{"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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
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{"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8890","email":"andreah@countryribbon.com","first_name":"Andrea","last_name":"Holloway","phone":"7097223751","orgname":"Country Ribbon Inc.","customer_acct_name":"Country Ribbon Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01813","province":"NL","extension_phone_1":"228","full_name":"Andrea Holloway","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2002-01-15","domain_1":"countryribbon.com","lapsed_expiration_date":"2022-03-02","individual_id":"56571","area_code":"709","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500630","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 14 2025 vm\r\nAug 5 2025 She said the controller left and they may have let membership lapse send email\r\n23 October 2025 VM\r\nLN \/ 12 November 2024 VM\r\nLN \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T10:38:00-05:00","sendapplicationform":"2025-08-05T14:39:00-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01813","temp_intcode_for_auto_old_int_code":"06","organization_id":"56569","last_act_type":"2022-02-23","old_int_code":"24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"andreah@countryribbon.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8902","email":"rbdorey@gmail.com","first_name":"Rosie","last_name":"Dorey","phone":"9024549318","orgname":"Encanex","customer_acct_name":"Encanex","tags":"CSV imported, NPIdealed, 250515 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501258","province":"NS","full_name":"Rosie Dorey","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"141046","area_code":"902","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00041","time_zone":"1","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-02-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"16","blocnote":"May 14 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T10:45:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","pds_july":"1","paid_thru":"2021-11-30","new_member_date_2":"2013-11-21","temp_do_id_for_auto_old_do_id":"LB2501258","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"9028642342","pds_september":"1","last_infoline_date_type":"2018-11-06","last_act_type":"2022-03-05","pcl_status":"P","pcl_completion_date":"2009-03-02","pf1_status":"P","pf1_completion_date":"2009-03-20","pf2_status":"P","pf2_completion_date":"2009-04-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-11-02","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"rbdorey@gmail.com","pcl_completion_date_5":"2014-03-02","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"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","latest_paid_thru":"2025-07-31"}},"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","latest_paid_thru":"2022-01-31"}},"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","latest_paid_thru":"2023-01-31"}},"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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"29861","email":"kdjanzen77@hotmail.com","first_name":"Kelly","last_name":"Janzen","phone":"3062542133","orgname":"Town of Dalmeny","customer_acct_name":"Town of Dalmeny","tags":"250205 AST Members, Exclusion List 250404, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0658","old_do_id":"242646","full_name":"Kelly Janzen","members_type":"AST","city_1":"Dalmeny","province":"SK","language":"English","phone_2":"3062542103","lead_status":"Member","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","new_member_date_2":"2016-04-14","sendpreexpirationemail":"2025-03-20T12:21:00-04:00","blocnote":"May 6 2026 Survey completed Send resource email and asst. to cand.","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T12:02:00-04:00","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":"yes","value_designation":"Yes","value_networking":"yes","value_career":"yes","value_promote_payroll":"yes","value_discount_program":"no","time_zone":"3","area_code":"306","othermemberbenefit":"no","intcode":"31","pipeline_1_lapsed_members":"","individual_id":"242646","cert_status":"PENDING","old_int_code":"31","cpa_certification":"PCP","paid_thru":"2027-03-31","sendjulyemail":"2025-08-18T11:33:00-04:00","sendmayemail":"2025-08-18T11:33:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"DNK","full_name_2":" ","temp_do_id_for_auto_old_do_id":"AST0658","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2019-03-26","last_act_type":"2026-06-02","telemarketing_call_date":"2026-05-06","pcl_status":"P","pcl_completion_date":"2016-07-17","pf1_status":"P","pf1_completion_date":"2016-11-20","pf2_status":"P","pf2_completion_date":"2017-06-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-09-15","number_of_passed_courses":"4","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2026-05-06T12:01:35-04:00","sendaigeneral":"2026-05-06T12:01:00-04:00","senddecemberemail":"2025-12-10T10:15:39-05:00","extension_phone_1":"","testimonialagree":"No","testimonial":"","testimonialrefusal":"","npi_email_temp":"kdjanzen77@hotmail.com","pcl_completion_date_5":"2021-07-17","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","sendaiemail":"2026-05-06T12:01:34-04:00","sendcandapplicationform":"2026-05-06T12:02:00-04:00"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"346570","no_email_solicitation":"False","area_code":"250","time_zone":"5","intcode":"31","blocnote":"May 1 2026 completed with both emails sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T12:10:00-04:00","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":"AST1282","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2026-04-22","telemarketing_call_date":"2026-05-01","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":"99","npi_email_temp":"katie@vbmhvac.com","date_of_renewal_identification":"2026-02-04","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","sendcandapplicationform":"2026-05-01T12:10:00-04:00","sendaigeneral":"2026-05-01T12:10:00-04:00","sendaiemail":"2026-05-01T12:10:14-04:00","sendaidate":"2026-05-01T12:10:15-04:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","last_infoline_date_type":"2026-04-22"}},"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":{"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":"2026-01-15","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":"F","npi_email_temp":"linnea.lebrun@gmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","pf1_completion_date":"2026-05-27"}},"seriesid":"163"}
{"contact":{"id":"8819","email":"susanronald03@gmail.com","first_name":"Susan","last_name":"Ronald","phone":"9057430037","orgname":"Loblaw Companies LTD","customer_acct_name":"Loblaw Companies LTD","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07411","province":"ON","full_name":"Susan Ronald","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"284101","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500846","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":"2019-12-24","temp_do_id_for_auto_old_do_id":"L25C07411","phone_2":"2899283683","last_infoline_date_type":"2020-01-22","last_act_type":"2020-10-27","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2021-12-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"susanronald03@gmail.com","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"28949","email":"myrianeallen@gmail.com","first_name":"Myriane","last_name":"Allen","phone":"4509614141","orgname":"Clinique D'Optometrie Lachenaie Inc.","customer_acct_name":"Clinique D'Optometrie Lachenaie Inc.","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":"L25A02730","full_name":"Myriane Allen","members_type":"AST","city_1":"Mascouche","province":"QC","language":"French","phone_2":"5147579515","lead_status":"Lapsed Member","new_member_date_2":"2024-10-02","pipeline_2_members_only_ast":"","individual_id":"62127","canceldate":"2025-12-02","no_email_solicitation":"False","area_code":"450","time_zone":"2","intcode":"03","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-09-30","blocnote":"9 sept 2025 bv\n2026 May 08 call reached a gatekeeper, Myriane not available, no callback time given","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02730","temp_intcode_for_auto_old_int_code":"03","last_infoline_date_type":"2026-02-01","last_act_type":"2026-02-01","value_help_with_complex":"No","old_int_code":"99","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-27","trc":"False","wera":"False","old_do_id":"AST0029","npi_email_temp":"myrianeallen@gmail.com","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:00-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Myriane from the National Payroll Institute but reached a different person who said Myriane was not available and offered to take a message. The agent asked for a callback time but the contact was unsure and suggested checking with a supervisor. The agent ended the call politely.","aitm_callsummarytitle":"Call reached gatekeeper, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_60a49d58aa15a3cc81a2370e332","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_60a49d58aa15a3cc81a2370e332","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30952","email":"rialilian@hotmail.com","first_name":"Ria","last_name":"D'Costa","phone":"4166078732","orgname":"Grant Thomton LLP","customer_acct_name":"Grant Thomton LLP","tags":"WR250625, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"157704","full_name":"Ria Lilian D'Costa, PCP","members_type":"PRO","city_1":"Scarborough","province":"ON","language":"English","phone_2":"4168300835","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2009-08-27","area_code":"416","time_zone":"2","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"April 16 2025 vm\r\nApril 30 2025 She is busy because tax deadline call back another day. She said renewal is on her list of things to do.\r\nMay 7 2025 vm\r\nJuly 14 2025 vm\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 call reached voicemail.","found":"DO4 Email","date_of_renewal_identification":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:09-04:00","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25P02832","temp_intcode_for_auto_old_int_code":"06","old_int_code":"99","last_infoline_date_type":"2017-01-12","last_act_type":"2026-04-05","pcl_status":"P","pcl_completion_date":"2009-12-22","pf1_status":"P","pf1_completion_date":"2010-04-27","pf2_status":"P","pf2_completion_date":"2010-08-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-05-17","number_of_passed_courses":"4","trc":"False","wera":"False","do_id":"L25P02832","old_do_id":"LB2506964","npi_email_temp":"rialilian@hotmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","canceldate":"2026-03-03","pcl_completion_date_5":"2014-12-22","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","thewithdrawaldate":"2026-03-03","aitm_status_called":"2026-05-25T12:32:06-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_1a8ceae57b68a303a303ab7ab98","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1a8ceae57b68a303a303ab7ab98","number_of_total_call_attempts":"2"}},"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":"2026-06-03","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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"28849","email":"ruthmweresa@gmail.com","first_name":"Ruth","last_name":"Mweresa","phone":"2044873300","orgname":"Canadian Mennonite University","customer_acct_name":"Canadian Mennonite University","tags":"payroll.ca visited, Member portal, Breaking News, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1018","full_name":"Ruth Mweresa","members_type":"AST","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2048699000","lead_status":"Renewed APX","new_member_date_2":"2024-08-02","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"340441","no_email_solicitation":"False","area_code":"204","time_zone":"3","last_engaged_date":"2025-12-01","member_may":"1","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:02:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"6","temp_do_id_for_auto_old_do_id":"AST1018","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2026-05-26","last_conf_date_type":"2026-06-25","last_act_type":"2026-05-26","telemarketing_call_date":"2026-05-01","last_login_date":"2025-11-19T12:49:55-05:00","member_october":"11","late_breaking_payroll_news_october":"3","job_october":"1","number_of_passed_courses":"0","member_november":"7","late_breaking_payroll_news_november":"16","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:22-05:00","npi_email_temp":"ruthmweresa@gmail.com","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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":"2024-05-02","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","latest_paid_thru":"2025-01-31"}},"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, TMAI","ip4":"127.0.0.1","fields":{"old_do_id":"L25A00252","full_name":"Han Wang","members_type":"AST","city_1":"Ottawa","province":"ON","language":"English","lead_status":"Refused","new_member_date_2":"2023-01-30","individual_id":"321190","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","area_code":"514","time_zone":"2","blocnote":"may 28 2025 completed\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 contact refused to renew citing fee not worth it","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:47-04:00","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":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"31-45","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":"01","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","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:36:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent spoke with Han regarding his lapsed Associate membership with the National Payroll Institute. Han expressed that he did not want to renew, citing the membership fee as not worth it despite the agent explaining the benefits. The call ended with Han declining to renew.","aitm_callsummarytitle":"Membership Renewal Refusal by Han","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","session_id":"call_739dfb0858e5cdf0bc0a9dd5500","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_739dfb0858e5cdf0bc0a9dd5500","onesentencenotrenewed":"Fee wasn't worth it.","initialvalue":"Stay Current","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"28863","email":"meghan.schmitz@edwardjones.com","first_name":"Meghan","last_name":"Schmitz","phone":"3145152894","orgname":"Edward Jones","customer_acct_name":"Edward Jones","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1277","full_name":"Meghan Schmitz","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"2024-08-07","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"323278","no_email_solicitation":"False","area_code":"314","time_zone":"3","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:03:00-04:00","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":"AST1277","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-07-16","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:08-05:00","npi_email_temp":"meghan.schmitz@edwardjones.com","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"9718","email":"badesrochers@hotmail.com","first_name":"Breanne","last_name":"Desrochers","phone":"6048552237","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07566","full_name":"Breanne Desrochers","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293303","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503110","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"BC","time_zone":"5","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2020-10-05","temp_do_id_for_auto_old_do_id":"L25C07566","phone_2":"6048552237","last_act_type":"2020-05-10","pcl_status":"F","pcl_completion_date":"2020-12-20","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T17:59:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"badesrochers@hotmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"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":"2026-01-04","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","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","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"10292","email":"yangbingharbin@gmail.com","first_name":"Bing","last_name":"Yang","phone":"2048902383","orgname":"10016094 Manitoba Inc","customer_acct_name":"10016094 Manitoba 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":"L25C07212","full_name":"Bing Yang","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"301189","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503484","members_type":"CAND","province":"MB","area_code":"204","time_zone":"3","phone_2":"2048902383","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"02","blocnote":"July 9 2025 Survey completed send application\r\n\r\nMar 14 2025 vm\r\nMay 5 2025 vm\r\n23 October 2025 VM\r\nLN \/ 12 November 2024 VM\r\nLN \/ 19 November 2025 VM\r\nLN \/ 27 November 2025 She wants to renew","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T17:16:00-05:00","sendapplicationform":"2025-11-27T17:15:00-05:00","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","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"More payroll regulation updates and help for members with their payroll skills","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","paid_thru":"2022-04-30","new_member_date_2":"2021-05-13","temp_do_id_for_auto_old_do_id":"L25C07212","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2021-12-05","old_int_code":"06","pcl_status":"F","pcl_completion_date":"2021-09-12","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","npi_email_temp":"yangbingharbin@gmail.com","pcl_completion_date_5":"2026-09-12","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"28971","email":"carolaroche500@gmail.com","first_name":"Caroline","last_name":"Laroche","phone":"8197406488","orgname":"Caroline Laroche Comptabilit\u00e9","customer_acct_name":"Caroline Laroche Comptabilit\u00e9","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST0794","full_name":"Caroline Laroche","members_type":"AST","city_1":"St-Christophe d'Arthabaska","province":"QC","language":"French","phone_2":"8197406488","lead_status":"Renewed APX","new_member_date_2":"2023-04-04","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"285338","canceldate":"2020-11-27","cpa_certification":"SCPQ","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"14 mai, bv\r\ncompleter 20 MAI 2026 envoyer 2 courriels\r\n29 mai 2026  bv rappeler pour faire un rappel d'envoyer le formulaire de  renouv\u00e8lement.","sendpreexpirationemail":"2025-05-20T10:26:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-29T09:27:00-04:00","mini_nps":"5","value_help_with_complex":"Yes","old_int_code":"02","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN","paid_thru":"2026-03-31","temp_do_id_for_auto_old_do_id":"AST0794","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-10-24","last_act_type":"2025-12-03","telemarketing_call_date":"2025-10-21","sendaigeneral":"2025-10-21T11:54:00-04:00","sendoctoberemail":"2025-10-21T11:54:10-04:00","sendaidatefr":"2025-12-01T10:13:36-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-21T11:59:00-04:00","value_designation":"No","testimonial":"R\u00e9ponse satisfaisante,  rapide et r\u00e9pond  a l' ensemble de mes  questions.","testimonialagree":"No","testimonialrefusal":"","pcl_status":"P","pcl_completion_date":"2021-08-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-12-04","number_of_passed_courses":"2","trc":"True","wera":"False","pcp_we":"APPROVED","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","npi_email_temp":"carolaroche500@gmail.com","apx_entered_date":"2026-02-14","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31","sendapxapplicationform":"2026-05-20T09:28:00-04:00","renewal_refusal_reasons":""}},"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":{"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","latest_paid_thru":"2024-01-31"}},"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","latest_paid_thru":"2021-01-31","company_paid_thru":"2021-01-31","corp_cancel_date":"2021-04-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"284626","canceldate":"2022-01-10","no_email_solicitation":"False","area_code":"705","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T10:04:00-04:00","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":"06","last_infoline_date_type":"2025-06-12","last_act_type":"2025-06-12","telemarketing_call_date":"2026-05-04","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":"31","trc":"False","wera":"False","npi_email_temp":"accounting@collingwood.toyota.ca","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"29369","email":"jenn.harder4@gmail.com","first_name":"Anne","last_name":"Harder","phone":"5196943994","orgname":"Pro Accounting Solutions Inc.","customer_acct_name":"Pro Accounting Solutions Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0584","full_name":"Anne Harder","members_type":"AST","city_1":"Aylmer","province":"ON","language":"English","lead_status":"Renewed APX","new_member_date_2":"2022-07-06","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"314504","no_email_solicitation":"False","area_code":"519","time_zone":"2","intcode":"06","blocnote":"June 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T10:52:00-04:00","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":"AST0584","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-08-13","last_act_type":"2025-05-06","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:49-05:00","npi_email_temp":"jenn.harder4@gmail.com","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16"}},"seriesid":"163"}
{"contact":{"id":"29901","email":"crystal.freeman@mosaicco.com","first_name":"Crystal","last_name":"Freeman","phone":"8136194219","orgname":"The Mosaic Company","customer_acct_name":"The Mosaic Company","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Dialogue Magazine, 250205 AST Members, 250903 Update AST from Mem Portal, npiAlert19, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0480","full_name":"Crystal Freeman","members_type":"AST","city_1":"Lithia","province":"FL","language":"English","lead_status":"Renewed APX","new_member_date_2":"2019-04-08","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"274916","no_email_solicitation":"False","sendpreexpirationemail":"2025-04-03T19:00:00-04:00","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T14:06:00-04:00","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","area_code":"813","time_zone":"2","intcode":"06","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"","dialogue_august":"2","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":"AST0480","temp_intcode_for_auto_old_int_code":"06","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","last_infoline_date_type":"2026-05-26","last_act_type":"2026-05-26","telemarketing_call_date":"2026-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:39-05:00","npi_email_temp":"crystal.freeman@mosaicco.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-04-17","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"5937","email":"bhatwadekars@yahoo.com","first_name":"Siddhartha","last_name":"Bhatwadekar","phone":"4038907343","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503043","full_name":"Siddhartha Bhatwadekar","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2024-03-27","individual_id":"213171","region":"CDN","lead_status":"Refused","old_do_id":"C17615","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-10-02","province":"AB","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"4","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":"2013-03-27","temp_do_id_for_auto_old_do_id":"LB2503043","temp_intcode_for_auto_old_int_code":"21","phone_2":"4038907343","last_infoline_date_type":"2017-11-21","last_act_type":"2021-12-31","pcl_status":"P","pcl_completion_date":"2013-06-28","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":"2014-03-12","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"bhatwadekars@yahoo.com","pcl_completion_date_5":"2018-06-28","formatted_paid_thru":"31\/07\/2021","latest_paid_thru":"2021-07-31"}},"seriesid":"163"}
{"contact":{"id":"9671","email":"jenniferhughes89@hotmail.com","first_name":"Jennifer","last_name":"Hughes","phone":"6046141029","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":{"full_name":"Jennifer Hughes","language":"English","origin":"Lapsed Spring 2024","individual_id":"322169","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"L25C06299","time_zone":"5","province":"BC","members_type":"CAND","phone_2":"6046141029","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T17:27:00-05:00","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":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"nothing specific","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":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2023-02-27","temp_do_id_for_auto_old_do_id":"L25C06299","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-24","pcl_status":"P","pcl_completion_date":"2023-06-28","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":"jenniferhughes89@hotmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-27","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"14859","email":"rbrown.bookkeeping@gmail.com","first_name":"Rebecca","last_name":"Brown","phone":"6044647999","orgname":"Iron Mountain Equipment Rentals Ltd.","customer_acct_name":"Iron Mountain Equipment Rentals Ltd.","tags":"241016 CDN, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Rebecca Brown","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2022-06-17","do_id":"LB2502107","time_zone":"5","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"C16282","province":"BC","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-11-03","individual_id":"107063","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":"1","paid_thru":"2020-08-31","new_member_date_2":"2009-09-15","temp_do_id_for_auto_old_do_id":"LB2502107","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"6046499694","pds_september":"1","last_infoline_date_type":"2018-12-14","last_act_type":"2021-01-02","pcl_status":"P","pcl_completion_date":"2006-12-13","pf1_status":"P","pf1_completion_date":"2007-03-06","pf2_status":"P","pf2_completion_date":"2007-07-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-03-19","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"rbrown.bookkeeping@gmail.com","pcl_completion_date_5":"2011-12-13","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31"}},"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"30933","email":"odanovic@sympatico.ca","first_name":"Zorka","last_name":"Odanovic","phone":"4162888515","orgname":"Spin World Diner Inc","customer_acct_name":"Spin World Diner Inc","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"individual_id":"85469","full_name":"Zorka Odanovic","members_type":"PRO","do_id":"L25P00202","city_1":"Toronto","province":"ON","language":"English","extension_phone_1":"7118","phone_2":"4165291907","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2018-01-03","area_code":"416","time_zone":"2","blocnote":"April 16 2025 Refused will be retiring in a month.\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail at Chairman's Brands\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:07-04:00","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00202","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2018-10-05","last_act_type":"2025-10-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"odanovic@sympatico.ca","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-21T10:02:09-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"21","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_647d3418f17baef93e1c09138ee","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_647d3418f17baef93e1c09138ee","number_of_total_call_attempts":"7"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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":"2025-04-03","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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"31047","email":"rosemarie@fctax.ca","first_name":"Rosemarie","last_name":"Serrona","phone":"4037680485","orgname":"Fairka Consulting","customer_acct_name":"Fairka Consulting","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"276008","full_name":"Rosemarie Serrona","members_type":"PRO","do_id":"L25P00259","city_1":"Calgary","province":"AB","language":"English","phone_2":"5879986051","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-10","area_code":"403","time_zone":"4","blocnote":"16 April 2025 Not at the office\r\n23 April 2025 Only by e-mail\n2026 May 14 - Reached receptionist and Melissa; asked for Rosemarie; contact questioned if AI; call ended - no NPI# provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T15:24:35-04:00","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"15","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00259","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-02-06","pcl_status":"P","pcl_completion_date":"2019-08-19","pf1_status":"P","pf1_completion_date":"2019-10-21","pf2_status":"P","pf2_completion_date":"2020-01-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-02-25","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"rosemarie@fctax.ca","pcl_completion_date_5":"2024-08-19","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-14T15:24:35-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent reached a receptionist at FC Tax and Accounting who transferred and connected to Melissa; agent asked to speak with Rosemarie and disclosed purpose (NPI membership) before call ended. The contact asked if this was AI and interaction ended without completing survey or renewal.","aitm_callsummarytitle":"Reached receptionist; asked for Rosemarie, call ended","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not express interest; call ended before renewal discussion.","initialvalue":"Other","othermemberbenefit":"Contact did not state other reasons during brief call","old_int_code":"16","prootherreasonsnottorenew":"Contact did not provide reason; call ended before asking.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1a1de12cda57b163c18454ce9b6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1a1de12cda57b163c18454ce9b6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"9582","email":"jdollimont9897@gmail.com","first_name":"Judy","last_name":"Dollimont","phone":"9057309897","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":"L25C06577","full_name":"Judy Dollimont","language":"English","origin":"Lapsed Spring 2024","individual_id":"306403","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502748","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"9057309897","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-12-02","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","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:22:00-05:00","paid_thru":"2023-09-30","new_member_date_2":"2021-10-20","temp_do_id_for_auto_old_do_id":"L25C06577","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-12-07","last_act_type":"2023-11-13","pcl_status":"P","pcl_completion_date":"2022-02-16","pf1_status":"F","pf1_completion_date":"2022-11-27","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jdollimont9897@gmail.com","pcl_completion_date_5":"2027-02-16","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"28918","email":"spceci@hotmail.com","first_name":"Cecilia","last_name":"Wong","phone":"7786819892","orgname":"","customer_acct_name":"","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":"L25A00264","old_do_id":"AST1540","full_name":"Cecilia Wong","members_type":"AST","city_1":"Richmond","province":"BC","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2024-01-11","individual_id":"333177","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\n2026 May 08 voicemail reached, no direct contact with Cecilia\n2026 May 08 call reached voicemail, no message left\n2026 May 11 voicemail reached, no conversation with Cecilia\n2026 May 11 call reached voicemail, no conversation with Cecilia\n2026 May 13 voicemail reached, no direct contact with Cecilia\n2026 May 13 voicemail reached, no direct contact with Cecilia\n2026 May 15 call reached voicemail, no message left\n2026 May 15 call reached voicemail, no message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","phone_2":"7786819892","temp_do_id_for_auto_old_do_id":"L25A00264","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-03-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"spceci@hotmail.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:32-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached a voicemail where the contact Cecilia was unavailable to answer. The agent was unable to speak directly with the contact and left no 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","session_id":"call_fb4b35360a24af3ef0c94eb0d9a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fb4b35360a24af3ef0c94eb0d9a","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"33417","email":"ayeni1@uwindsor.ca","first_name":"Oluwakemi","last_name":"Ayeni","phone":"6475507712","orgname":"Peel Region","customer_acct_name":"Peel Region","tags":"WR250326, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"348948","members_type":"CAND","new_member_date_2":"2025-03-25","city_1":"Guelph","province":"ON","origin":"Lapsed members","found":"domain","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","full_name":"Oluwakemi Ayeni","language":"English","time_zone":"2","area_code":"647","paid_thru":"2026-02-28","last_act_type":"2025-03-24","pcl_status":"F","pcl_completion_date":"2025-06-24","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"L25C09407","temp_do_id_for_auto_old_do_id":"L25C09407","npi_email_temp":"ayeni1@uwindsor.ca","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-02","old_do_id":"LB2504437","pcl_completion_date_5":"2030-06-24","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02"}},"seriesid":"163"}
{"contact":{"id":"10900","email":"sarah@uptreehr.ca","first_name":"Sarah","last_name":"Mullins","phone":"9022666932","orgname":"UptreeHR Inc.","customer_acct_name":"UptreeHR Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02219","full_name":"Sarah Mullins, CPHR","language":"English","origin":"Lapsed Spring 2024","domain_1":"uptreehr.ca","individual_id":"308418","area_code":"902","region":"CDN","lead_status":"Lapsed Member","members_type":"CORP","time_zone":"1","old_do_id":"LB2502713","province":"NS","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":"2025-10-30T09:52:00-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25O02219","temp_intcode_for_auto_old_int_code":"6","organization_id":"308419","phone_2":"9022230671","last_act_type":"2024-01-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sarah@uptreehr.ca","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","company_paid_thru":"2023-11-30","corp_cancel_date":"2024-02-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"28976","email":"meghann.alsop@esfox.com","first_name":"Meghann","last_name":"Alsop","phone":"9053543700","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0033","full_name":"Meghann Alsop","members_type":"AST","city_1":"Fort Erie","province":"ON","language":"English","phone_2":"9059931226","lead_status":"Renewed APX","new_member_date_2":"2022-07-25","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"271896","canceldate":"2021-03-02","no_email_solicitation":"False","pds_march":"2","area_code":"905","time_zone":"2","intcode":"32","blocnote":"May 1 2026 vm\r\nMay 22 2026 Survey completed She said she used the resources a week ago and not interested in payroll certification.","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T13:44:00-04:00","pipeline_1_lapsed_members":"","pds_may":"2","sendpreexpirationemail":"2025-07-10T14:31:00-04:00","sendapplicationform":"2025-07-10T14:32:00-04:00","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":"No","othermemberbenefit":"","pds_july":"2","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-08-08","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST0033","temp_intcode_for_auto_old_int_code":"32","pds_september":"3","last_infoline_date_type":"2026-08-05","last_act_type":"2026-08-05","telemarketing_call_date":"2026-05-22","pcl_status":"P","pcl_completion_date":"2019-05-06","pf1_status":"P","pf1_completion_date":"2020-07-19","pf2_status":"P","pf2_completion_date":"2022-12-18","number_of_passed_courses":"3","pds_october":"3","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:09-05:00","pds_november":"3","npi_email_temp":"meghann.alsop@esfox.com","last_conf_date_type":"2026-06-02","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last 7 days","old_int_code":"6"}},"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":{"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","latest_paid_thru":"2025-09-30"}},"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, AI Contacts sent to TM 2026, 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":"2026-02-25","last_act_type":"2026-02-25","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","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"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":"2026-04-21","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"8785","email":"cheryl11th@gmail.com","first_name":"Cheryl","last_name":"Eckhardt","phone":"4038196538","orgname":"Safeway","customer_acct_name":"Safeway","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07697","province":"AB","full_name":"Cheryl Eckhardt","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"294700","area_code":"866","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2500510","time_zone":"5","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","members_type":"CAND","paid_thru":"2021-10-31","new_member_date_2":"2020-11-09","temp_do_id_for_auto_old_do_id":"L25C07697","phone_2":"4038196538","last_act_type":"2020-07-11","pcl_status":"F","pcl_completion_date":"2021-03-08","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:27:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"cheryl11th@gmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"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, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"May 4 2026 vm\r\nMay 6 2026 vm\r\nMay 12 2026 Survey completed -webinar and renewal emails\r\nMay 26 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-26T13:27:00-04:00","intcode":"02","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":"02","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","latest_paid_thru":"2026-05-31","mini_nps":"5","testimonial":"NA","renewal_refusal_reasons":"","old_int_code":"06","sendpreexpirationemail":"2026-05-12T14:00:00-04:00","sendapxapplicationform":"2026-05-12T14:00:00-04:00"}},"seriesid":"163"}
{"contact":{"id":"29373","email":"mary_esper@yahoo.com","first_name":"Maria Esperanza","last_name":"Barreras","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Exclusion List 250404, npiAlert12, npiAlert13, 250903 Update AST from Mem Portal, npiAlert21, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02650","old_do_id":"AST0086","full_name":"Maria Esperanza Barreras","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7806954765","lead_status":"Lapsed Member","zerobounce_reason":"No Valid: abuse","pipeline_2_members_only_ast":"","new_member_date_2":"2017-11-24","time_zone":"4","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"258217","paid_thru":"2025-10-31","blocnote":"Sept 2 2025 vm Sept 8 2025 vm\r\nSept 12 2025 vm  Oct 30 2025 vm\r\nNov 10 2025 vm  Nov 17 2025 vm\r\nDec 4 2025 vm\n2026 Feb 27 reached voicemail, left message\n2026 Mar 06 voicemail reached, message left\n2026 Mar 09 voicemail reached, message left\n2026 Mar 11 voicemail reached, message left","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T13:06:44-04:00","intcode":"06","temp_do_id_for_auto_old_do_id":"L25A02650","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-06-29","last_act_type":"2025-10-23","canceldate":"2025-10-23","date_of_renewal_identification":"","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":"","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mary_esper@yahoo.com","aitm_status_called":"2026-03-11T13:16:46-04:00","number_of_call_attempts":"10","npi_transcriptsummary":"The agent called Maria Esperanza but reached voicemail and left a message before ending the call.","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":"10","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"8886","email":"kelly.weis@continental.com","first_name":"Kelly","last_name":"Weis","phone":"5193747031","orgname":"Contitech Canada, Inc.","customer_acct_name":"Contitech Canada, Inc.","tags":"CSV imported, payroll.ca visited, Payroll Resources, Payroll Resource Accessed, NPIdealed, WRA250409, 250903 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"0.0.0.0","fields":{"do_id":"AST1907","province":"ON","full_name":"Kelly Weis","language":"English","origin":"Lapsed members","domain_1":"continental.com","lapsed_expiration_date":"2022-10-04","individual_id":"291526","area_code":"519","region":"CDN","lead_status":"Renewed AST","last_engaged_date":"2025-10-01","old_do_id":"AST2504132","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2022-10-04","new_member_date_2":"2025-03-26","no_email_solicitation":"False","city_1":"Owen Sound","date_of_renewal_identification":"2025-04-11","pipeline_2_members_only_ast":"Pre-membership expiration","found":"Individual ID","blocnote":"May 13 2026 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T10:56:00-04:00","intcode":"01","resources_tools_may":"1","paid_thru":"2026-03-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST1907","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2025-11-12","last_act_type":"2025-11-12","telemarketing_call_date":"2025-10-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kelly.weis@continental.com","apx_entered_date":"2026-02-13","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31","mini_nps":"1","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","renewal_refusal_reasons":"No longer in payroll (e.g., Retired\/changed career\/No longer working in payroll\/Left Canada)"}},"seriesid":"163"}
{"contact":{"id":"29883","email":"jane.fothergill5@gmail.com","first_name":"Jane","last_name":"Fothergill","phone":"2508855675","orgname":"Duncan Housing Society","customer_acct_name":"Duncan Housing Society","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"02","blocnote":"May 4 2026 completed with renewal ( she will renew soon and we sent her emails for the renewal and webinars)","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T12:31:00-04:00","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":"02","last_infoline_date_type":"2026-09-02","last_act_type":"2026-09-02","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","latest_paid_thru":"2026-04-30","mini_nps":"4","testimonial":"N\/A","renewal_refusal_reasons":"","old_int_code":"6","sendpreexpirationemail":"2026-05-04T12:30:00-04:00","sendapxapplicationform":"2026-05-04T12:30:00-04:00"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"296273","no_email_solicitation":"False","pds_march":"1","area_code":"604","time_zone":"5","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T14:09:00-04:00","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":"06","pds_september":"1","last_infoline_date_type":"2024-01-23","last_act_type":"2025-12-18","telemarketing_call_date":"2026-05-06","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":"99","pcl_status":"E","npi_email_temp":"moira@moiramilligan.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","pf1_status":"E"}},"seriesid":"163"}
{"contact":{"id":"29422","email":"dionbookkeeping@outlook.com","first_name":"Yvonne","last_name":"Dion","phone":"2048724902","orgname":"Dion Bookkeeping","customer_acct_name":"Dion Bookkeeping","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02968","full_name":"Yvonne Dion","members_type":"AST","city_1":"Portage la Prairie","province":"MB","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2021-02-22","pipeline_2_members_only_ast":"","individual_id":"298233","no_email_solicitation":"False","area_code":"204","time_zone":"3","intcode":"06","blocnote":"Oct 17 2025 vm  Oct 30 2025 vm\n2026 May 08 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:45-04:00","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":"L25A02968","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-01-28","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":"dionbookkeeping@outlook.com","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST0378","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:45-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was made to Yvonne but was 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","session_id":"call_d68cbfa8ff34872e4bba78f11c1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d68cbfa8ff34872e4bba78f11c1"}},"seriesid":"163"}
{"contact":{"id":"9666","email":"ayezaayera2021@gmail.com","first_name":"Basma","last_name":"Yousaf","phone":"7809322021","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07706","full_name":"Basma Hasan Yousaf","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-05-04","individual_id":"286887","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503109","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-05-04","province":"AB","time_zone":"4","members_type":"CAND","paid_thru":"2021-02-28","new_member_date_2":"2020-03-24","temp_do_id_for_auto_old_do_id":"L25C07706","phone_2":"7809322021","last_act_type":"2020-03-24","pcl_status":"F","pcl_completion_date":"2022-08-28","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T17:53:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"ayezaayera2021@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28"}},"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":"2026-11-05","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","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"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, TMAI","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\n2026 May 25 call answered by receptionist at Eckler Toronto office, no contact with Oksana Holushko","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:08-04:00","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"03","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":"03","pds_august":"5","pds_september":"5","last_infoline_date_type":"2021-10-12","last_act_type":"2025-02-06","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-25T12:07:08-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Oksana Holushko at Eckler Ltd. to discuss her past membership experience with the National Payroll Institute and share updates. The call was answered by a receptionist who did not connect the agent to Oksana. The call ended shortly after without further conversation.","aitm_callsummarytitle":"Call reached receptionist, no contact with Oksana","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"21","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3a65eab4c7db5c6803e77afba18","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3a65eab4c7db5c6803e77afba18","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"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, 260522 Lapsed DEL","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","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":"2026-02-24","last_act_type":"2026-02-24","company_paid_thru":"2027-02-28","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":"2026-05-27","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","corp_cancel_date":"2024-02-03"}},"seriesid":"163"}
{"contact":{"id":"30006","email":"sread@slmhc.on.ca","first_name":"Shelley","last_name":"Read","phone":"8077373030","orgname":"Sioux Lookout Meno-Ya-Win Health Centre","customer_acct_name":"Sioux Lookout Meno-Ya-Win Health Centre","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1179","full_name":"Shelley Read","members_type":"AST","city_1":"Sioux Lookout","province":"ON","language":"English","phone_2":"8077376550","lead_status":"Member","new_member_date_2":"2005-07-05","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"66362","no_email_solicitation":"False","pds_march":"17","area_code":"807","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T14:24:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T14:37:00-04:00","blocnote":"26 May 2025 Completed","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"Yes","pipeline_1_lapsed_members":"","pds_may":"17","old_int_code":"1","pds_july":"17","paid_thru":"2026-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"17","extension_phone_1":"4056","temp_do_id_for_auto_old_do_id":"AST1179","temp_intcode_for_auto_old_int_code":"11","pds_september":"17","last_infoline_date_type":"2025-07-31","last_act_type":"2025-07-31","telemarketing_call_date":"2025-05-26","number_of_passed_courses":"0","pds_october":"17","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:42-05:00","pds_november":"17","npi_email_temp":"sread@slmhc.on.ca","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16"}},"seriesid":"163"}
{"contact":{"id":"10232","email":"cristilina000@gmail.com","first_name":"Christina","last_name":"Prescott","phone":"5193519896","orgname":"Rob & Lrisy's No Frills","customer_acct_name":"Rob & Lrisy's No Frills","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Christina Prescott","language":"English","origin":"Lapsed Spring 2024","individual_id":"317644","area_code":"519","region":"CDN","lead_status":"Refused","old_do_id":"L25C06559","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"2266278057","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 14 2025 Christina no longer with the business","dhmsfin_telemarketing_last_contacted_date":"2025-03-14T11:30:00-04:00","canceldate":"2023-12-02","paid_thru":"2023-09-30","new_member_date_2":"2022-10-09","temp_do_id_for_auto_old_do_id":"LB2504822","old_int_code":"16","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-10","onesentencenotrenewed":"CAND reached 3 years limit for renewal","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":"LB2504822","npi_email_temp":"cristilina000@gmail.com","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"30979","email":"reshna.pallath@gmail.com","first_name":"Reshna","last_name":"Pallath","phone":"9052269309","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":"333188","full_name":"Reshna Rasheed Panikka Veettil Pallath","members_type":"CAND","do_id":"L25C00369","city_1":"Mississauga","province":"ON","language":"English","phone_2":"9052269309","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":"L25C00369","last_act_type":"2024-10-01","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":"2025-11-13T13:02:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"reshna.pallath@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"9660","email":"jennifer.zellers@te.com","first_name":"Jennifer","last_name":"Zellers","phone":"7179852028","orgname":"TYCO Electronics","customer_acct_name":"TYCO Electronics","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01452","full_name":"Jennifer Zellers","language":"English","origin":"Lapsed Spring 2024","domain_1":"te.com","individual_id":"285628","area_code":"717","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502655","time_zone":"2","province":"PA","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\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","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T11:37:00-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01452","temp_intcode_for_auto_old_int_code":"6","organization_id":"285631","last_act_type":"2024-03-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jennifer.zellers@te.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9734","email":"tanya.dillon@unilock.com","first_name":"Tanya","last_name":"Dillon","phone":"9058730312","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, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02620","extension_phone_1":"1244","full_name":"Tanya Dillon","language":"English","origin":"Lapsed Spring 2024","domain_1":"unilock.com","individual_id":"114908","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2502309","time_zone":"2","province":"ON","members_type":"AST","phone_2":"9057029298","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2008-04-01","cpa_certification":"PCP","new_member_date_2":"2007-03-22","no_email_solicitation":"False","cert_status":"WITHDRAWN","intcode":"06","blocnote":"Mar 13 2025 call 416-646-5180\r\nMar 26 2025 vm  Mar 27 2025 vm\r\nApr 1 2025 vm  Apr 3 2025  APr 9 2025 vm\r\nApr 30 2025 vm  Aug 5 2025 vm\r\nLN Oct 6 2025 vm\n2026 May 08 voicemail reached for Tanya Dillon at UniLock Limited, no message left\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail for Tanya Dillon at extension 1244\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 reached voicemail at UniLock Limited for Tanya Dillon, no message left\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail at UniLock Limited, no live contact made.\n2026 May 15 call reached voicemail, no human interaction","organization_id":"10407","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:47-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A02620","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-04-04","pcl_status":"P","pcl_completion_date":"2007-07-09","pf1_status":"P","pf1_completion_date":"2007-12-22","pf2_status":"P","pf2_completion_date":"2018-09-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-10-25","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"tanya.dillon@unilock.com","pcl_completion_date_5":"2012-07-09","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:24-04:00","number_of_call_attempts":"8","number_of_total_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 human answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_111b3edcb551cb075c794715b02","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_111b3edcb551cb075c794715b02","mini_nps":"3","onesentencenotrenewed":"No live contact was made; call ended in voicemail.","initialvalue":"Other","othermemberbenefit":"No information available due to no live contact.","astotherreasonsnottorenew":"No contact made to determine reason.","age_range":"Preferred not to say","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"31","blocnote":"May 4 2026 completed with first email sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T09:57:00-04:00","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":"AST0090","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2025-11-08","last_act_type":"2025-12-26","telemarketing_call_date":"2026-05-04","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":"99","date_of_renewal_identification":"2026-01-04","npi_email_temp":"chris.bashforth@kyndryl.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","sendaigeneral":"2026-05-04T09:57:00-04:00","sendaiemail":"2026-05-04T09:57:07-04:00","sendaidate":"2026-05-04T09:57:07-04:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last month"}},"seriesid":"163"}
{"contact":{"id":"31447","email":"vernsidd@gmail.com","first_name":"Vernon","last_name":"Siddayao","phone":"2266662276","orgname":"Alimentiv Inc.","customer_acct_name":"Alimentiv Inc.","tags":"250903 Update AST from Mem Portal, npiAlert18, 2512 Active AST approached, TMAI","ip4":"10.13.144.137","fields":{"individual_id":"255627","full_name":"Vernon Siddayao","members_type":"AST","canceldate":"2026-04-02","new_member_date_2":"2025-02-11","no_email_solicitation":"False","paid_thru":"2026-01-31","language":"English","phone_2":"6479194949","province":"ON","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25A02973","time_zone":"2","sendwelcomeapplicationform":"2025-09-08T15:49:00-04:00","regular_email_change_date":"2025-09-08T11:49:52-04:00","date_of_renewal_identification":"","blocnote":"Sept 8 2025 completed\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no conversation\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no conversation\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:43-04:00","onesentencenotrenewed":"","intcode":"06","source_of_membership":"Recom","job_title":"PayrollAdmin","payroll_experience_in_years":"6-10","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":"31-45","temp_do_id_for_auto_old_do_id":"L25A02973","temp_intcode_for_auto_old_int_code":"06","sendseptemail":"2025-09-17T13:14:00-04:00","sendaidate":"2025-09-17T13:14:58-04:00","last_infoline_date_type":"2025-12-02","last_act_type":"2025-12-02","telemarketing_call_date":"2025-09-13","pcl_status":"P","pcl_completion_date":"2017-12-18","pf1_status":"F","pf1_completion_date":"2023-01-09","number_of_passed_courses":"1","trc":"True","wera":"False","last_engaged_date":"2025-11-29","old_int_code":"25","npi_email_temp":"vernsidd@gmail.com","ln_entered_date":"2026-04-03","old_do_id":"AST2210","pcl_completion_date_5":"2022-12-18","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:46-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was very brief and ended up reaching voicemail, with the user indicating they missed the call.","aitm_callsummarytitle":"Voicemail reached, no conversation","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9a51c86e33fba4c1104a7553708","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9a51c86e33fba4c1104a7553708","notrenewedwanttorenew":"No","mini_nps":"3"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","canceldate":"2024-02-02","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"May 11 2026 vm","individual_id":"290617","cert_status":"WITHDRAWN","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:23:00-04:00","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":"06","last_infoline_date_type":"2023-04-18","last_act_type":"2026-03-18","telemarketing_call_date":"2026-05-11","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":"99","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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":"306544.0","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","latest_paid_thru":"2022-09-30"}},"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, TMAI","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":"2026-05-13T09:40:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T09:35:07-04:00","blocnote":"16 April 2025 Survey completed\r\n21 October 2025 He wants to renew - sent him the application\n2026 May 13 - Contact John Arango agreed to renewal; email sent - NPI# 30940","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":"Yes","careerchangespecify":"A controller now","hardtoparticipateevents":"No","mini_nps":"2","age_range":"Preferred not to say","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":"2017-08-03","last_act_type":"2025-02-06","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-13T09:35:07-04:00","number_of_call_attempts":"0","thewithdrawaldate_3_years":"2028-03-04","npi_transcriptsummary":"Agent reached John after transfer; John said he lapsed membership, expressed career advancement as reason for joining, rated satisfaction 2, declined to provide age, agreed to renew and confirmed email; agent sent renewal procedure email.","aitm_callsummarytitle":"John agreed to receive renewal email","initialvalue":"Career","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_d0e74608d1e23fe1aacbdc8c3c2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d0e74608d1e23fe1aacbdc8c3c2","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10871","email":"edbourge01@monccnb.ca","first_name":"Derick","last_name":"Bourgeois","phone":"5068690633","orgname":"CCNB","customer_acct_name":"CCNB","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07496","province":"NB","full_name":"Derick Bourgeois","language":"English","origin":"2023 lapsed Members","domain_1":"monccnb.ca","lapsed_expiration_date":"2022-01-07","individual_id":"295168","area_code":"843","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2501724","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":"2020-11-24","temp_do_id_for_auto_old_do_id":"L25C07496","phone_2":"5068690633","last_act_type":"2021-01-26","pcl_status":"P","pcl_completion_date":"2021-04-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"edbourge01@monccnb.ca","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"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":"2024-01-03","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","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"10293","email":"shalvorsen@telus.net","first_name":"Wendy","last_name":"Halvorsen","phone":"7788886240","orgname":"","customer_acct_name":"","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P00009","province":"BC","full_name":"Wendy Halvorsen","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"186717","area_code":"778","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00080","time_zone":"5","members_type":"PRO","canceldate":"2023-05-02","new_member_date_2":"2014-02-26","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"may 21 2025 vm  Aug 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T19:12:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25P00009","temp_intcode_for_auto_old_int_code":"6","phone_2":"7788886240","last_infoline_date_type":"2021-03-06","last_act_type":"2023-07-31","pcl_status":"P","pcl_completion_date":"2011-11-09","pf1_status":"P","pf1_completion_date":"2012-10-16","pf2_status":"P","pf2_completion_date":"2014-06-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-04-17","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"shalvorsen@telus.net","pcl_completion_date_5":"2016-11-09","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"30005","email":"talismith@rogers.com","first_name":"Tali","last_name":"Watkin-Smith","phone":"2894590160","orgname":"A-Alad Inc.","customer_acct_name":"A-Alad Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1498","full_name":"Tali Watkin-Smith","members_type":"AST","city_1":"Richmond Hill","province":"ON","language":"English","phone_2":"4162006369","lead_status":"Renewed APX","new_member_date_2":"2018-09-07","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"266920","no_email_solicitation":"False","area_code":"289","time_zone":"2","intcode":"32","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T14:14:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T11:18:00-04:00","blocnote":"May 8 2026 Survey completed She said she has done the first level but not sure when will complete the next. Will go on line when ready.","pipeline_1_lapsed_members":"","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"105","temp_do_id_for_auto_old_do_id":"AST1498","temp_intcode_for_auto_old_int_code":"32","last_infoline_date_type":"2026-01-13","last_act_type":"2026-01-13","telemarketing_call_date":"2026-05-08","sendaigeneral":"2025-10-22T09:33:00-04:00","sendoctoberemail":"2025-10-22T09:33:36-04:00","sendaidate":"2025-12-01T10:14:42-05:00","email2":"","full_name_2":" ","sendmayemail":"2025-10-22T09:34:00-04:00","value_designation":"No","mini_nps":"3","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","last_engaged_date":"2025-10-22","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"F","pf1_completion_date":"2020-12-14","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"talismith@rogers.com","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months"}},"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, TMAI","ip4":"127.0.0.1","fields":{"old_do_id":"L25A00240","full_name":"Melissa Watson","members_type":"AST","city_1":"London","province":"ON","language":"English","lead_status":"Refused","new_member_date_2":"2024-01-17","individual_id":"280681","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":"01","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:45-04:00","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":"Preferred not to say","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","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Melissa to discuss her lapsed Associate membership with the National Payroll Institute, but Melissa declined to engage in the conversation. The call ended shortly after the refusal without further discussion.","aitm_callsummarytitle":"Membership Renewal Refusal","blocnote":"2026 May 08 contact refused to discuss membership renewal.","onesentencenotrenewed":"User declined to discuss membership renewal.","initialvalue":"Other","othermemberbenefit":"User did not provide other reasons.","astotherreasonsnottorenew":"User refused to engage in conversation about membership renewal.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","date_of_renewal_identification":"","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_54aab12f1be46c721d49184792f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_54aab12f1be46c721d49184792f","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10872","email":"tinawang46@msn.com","first_name":"Tina","last_name":"Wang","phone":"4032652731","orgname":"","customer_acct_name":"","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":"L25P02493","full_name":"Tina Wang","language":"English","origin":"Lapsed 2024 Lapsed 2024","explicit_consent_date":"2021-11-18","lapsed_expiration_date":"2023-01-05","individual_id":"201303","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503992","members_type":"PRO","province":"AB","area_code":"403","time_zone":"4","phone_2":"4032652731","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"Mar 17 2025 vm\r\nMar 26 2025 vm\r\nApril 4 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":"2026-05-25T13:07:07-04:00","paid_thru":"2022-10-31","new_member_date_2":"2021-11-18","temp_do_id_for_auto_old_do_id":"L25P02493","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-05-04","pcl_status":"P","pcl_completion_date":"2014-06-16","pf1_status":"P","pf1_completion_date":"2014-12-22","pf2_status":"P","pf2_completion_date":"2015-10-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-02-12","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"tinawang46@msn.com","pcl_completion_date_5":"2019-06-16","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","thewithdrawaldate":"2023-01-05","aitm_status_called":"2026-05-25T13:22:04-04:00","number_of_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_027fbdb4171b05a66835bcad2eb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_027fbdb4171b05a66835bcad2eb","number_of_total_call_attempts":"2"}},"seriesid":"163"}
{"contact":{"id":"29470","email":"labearss@outlook.com","first_name":"Laurie","last_name":"Bearss","phone":"5197732455","orgname":"Graham Street Warehousing Inc.","customer_acct_name":"Graham Street Warehousing Inc.","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0100","full_name":"Laurie Bearss","members_type":"AST","city_1":"Springfield","province":"ON","language":"English","phone_2":"5197732455","lead_status":"Renewed APX","new_member_date_2":"2007-08-03","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"119648","no_email_solicitation":"False","pds_march":"1","area_code":"519","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-08-05T17:33:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T10:12:00-04:00","blocnote":"May 4 2026 vm","resourceaware":"Yes","resourcevisitedselfreport":"Last month","value_designation":"No","last_engaged_date":"2026-04-01","pipeline_1_lapsed_members":"","pds_may":"1","regular_email_change_date":"2025-08-05T13:33:45-04:00","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_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","pds_july":"1","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-08-08","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0100","temp_intcode_for_auto_old_int_code":"6","pds_september":"1","last_infoline_date_type":"2023-06-12","last_act_type":"2025-07-31","telemarketing_call_date":"2026-05-04","pcl_status":"P","pcl_completion_date":"2007-12-14","pf1_status":"P","pf1_completion_date":"2010-11-23","number_of_passed_courses":"2","pds_october":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:01-05:00","pds_november":"1","npi_email_temp":"labearss@outlook.com","pcl_completion_date_5":"2012-12-14","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"30854","email":"jryan@quolus.com","first_name":"Jenna","last_name":"Ryan","phone":"6049431434","orgname":"Quolus Construction Services Ltd.","customer_acct_name":"Quolus Construction Services Ltd.","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332409","full_name":"Jenna Ryan","members_type":"CAND","do_id":"L25C00302","city_1":"Delta","province":"BC","language":"English","phone_2":"6043625425","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2024-01-11","area_code":"604","time_zone":"5","blocnote":"15 April 2025 VM  23 April 2025 Not working there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T16:20:00-04:00","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":"L25C00302","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-02-27","last_act_type":"2024-04-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jryan@quolus.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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":"2021-08-01","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","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"10269","email":"kbowersock@bravotarget.ca","first_name":"Kelsea","last_name":"Bowersock","phone":"4033908379","orgname":"Bravo Target Safety LP","customer_acct_name":"Bravo Target Safety LP","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502457","full_name":"Kelsea Bowersock","language":"English","origin":"Lapsed Spring 2024","domain_1":"bravotarget.ca","individual_id":"317874","area_code":"403","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CLNPI001228","time_zone":"4","province":"AB","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 14 2025 vm\r\nMar 25 2025 vm\r\nApril 2 2025 She said not working right now","dhmsfin_telemarketing_last_contacted_date":"2025-04-02T16:27:00-04:00","intcode":"21","notrenewedother":"Currently not employed","pipeline_2_members_only_ast":"","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"LB2502457","temp_intcode_for_auto_old_int_code":"21","organization_id":"260837","last_act_type":"2023-01-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kbowersock@bravotarget.ca","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"28989","email":"angelpurvi.shah@gmail.com","first_name":"Purvi","last_name":"Shah","phone":"9053643757","orgname":"Fastfrate Group","customer_acct_name":"Fastfrate Group","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1298","full_name":"Purvi Shah","members_type":"AST","city_1":"Brampton","province":"ON","language":"English","phone_2":"4168549822","lead_status":"Renewed APX","new_member_date_2":"2022-10-01","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","last_engaged_date":"2025-12-16","individual_id":"248237","canceldate":"2020-01-04","no_email_solicitation":"False","area_code":"905","time_zone":"2","member_april":"3","intcode":"07","blocnote":"May 1 2026 call back later\r\nMay 1 2026 called back vm\r\nMay 22 2026 She does work out of office.Tried 2nd number no answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T13:12:00-04:00","pipeline_1_lapsed_members":"","sendaprilemail":"Yes","sendmayemail":"2025-06-02T15:01:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","old_int_code":"06","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1298","temp_intcode_for_auto_old_int_code":"07","last_act_type":"2025-09-30","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2026-05-22","pcl_status":"P","pcl_completion_date":"2017-01-15","pf1_status":"P","pf1_completion_date":"2017-02-19","pf2_status":"P","pf2_completion_date":"2017-04-16","number_of_passed_courses":"3","trc":"True","wera":"False","sendaidate":"2025-12-05T11:02:51-05:00","sendaigeneral":"2025-12-05T11:02:00-05:00","senddecemberemail":"2025-12-05T11:02:50-05:00","sendcandapplicationform":"2025-12-05T11:03:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"angelpurvi.shah@gmail.com","pcl_completion_date_5":"2022-01-15","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"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","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"12038","email":"karen.stevens@autoportlimited.com","first_name":"Karen","last_name":"Stevens","phone":"9024656050","orgname":"Autoport Ltd.","customer_acct_name":"Autoport Ltd.","tags":"CSV imported, 241010 CDN, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"extension_phone_1":"2264","full_name":"Karen Stevens","language":"English","origin":"Lapsed Spring 2024 Lapsed Spring 2024","domain_1":"autoportlimited.com","attended_webinar":"Yes","do_id":"L25C06300","individual_id":"47201","members_type":"CAND","time_zone":"1","area_code":"902","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502337","province":"NS","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","pds_july":"25","paid_thru":"2024-01-31","new_member_date_2":"2021-02-16","temp_do_id_for_auto_old_do_id":"L25C06300","pds_august":"25","phone_2":"9028275322","pds_september":"25","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2022-01-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-01-08","number_of_passed_courses":"3","pds_october":"25","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"25","npi_email_temp":"karen.stevens@autoportlimited.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"30032","email":"sheila.rempel@agrihub.ca","first_name":"Sheila","last_name":"Rempel","phone":"2043816928","orgname":"Loewen Windows","customer_acct_name":"Loewen Windows","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Sheila Rempel, PCP","members_type":"PRO","city_1":"Steinbach","province":"MB","language":"English","phone_2":"2043816928","new_member_date_2":"2018-05-11","pipeline_2_members_only_ast":"","area_code":"204","time_zone":"3","individual_id":"263293","last_engaged_date":"2025-05-08","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-22T12:43:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T12:44:00-04:00","blocnote":"may 22 2025 completed","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"1","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02297","lead_status":"Not Relevant","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2507195","temp_intcode_for_auto_old_int_code":"11","cert_status":"ACTIVE","cpa_certification":"PCP","last_infoline_date_type":"2026-01-01","last_conf_date_type":"2023-07-12","last_act_type":"2026-03-25","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-11-18","pf1_status":"P","pf1_completion_date":"2024-08-18","pf2_status":"P","pf2_completion_date":"2024-12-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-02-28","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"sheila.rempel@agrihub.ca","pcl_completion_date_5":"2023-11-18","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"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":"15","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":"15","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\n2026 May 08 call very brief, no clear response from contact, call ended early.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","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","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and mostly inaudible, with the agent attempting to confirm if they were speaking with Danielle but receiving no clear response before the call ended.","aitm_callsummarytitle":"Unsuccessful call - no response","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear response or engagement from the contact.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"06","astotherreasonsnottorenew":"No clear reason provided due to inaudible speech and no engagement.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bb9f8d3f564d2f001077ce460db","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bb9f8d3f564d2f001077ce460db","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29421","email":"jsutanto@pacificflying.com","first_name":"Juliana","last_name":"Sutanto","phone":"6047530221","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01976","full_name":"Juliana Sutanto","members_type":"AST","city_1":"Surrey","province":"BC","language":"English","phone_2":"6043853857","lead_status":"Lapsed Member","new_member_date_2":"2021-06-03","pipeline_2_members_only_ast":"","individual_id":"301970","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","blocnote":"20 May 2025 VM\n2026 Mar 03 call reached voicemail, no contact made\n2026 Mar 03 call reached voicemail, no human answer\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 conversation\n2026 Mar 11 call reached voicemail, no message left","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":"AST1378","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25A01976","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-03-14","last_act_type":"2024-02-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jsutanto@pacificflying.com","aitm_status_called":"2026-03-11T18:16:47-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach the contact but went to voicemail without leaving a message.","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","latest_paid_thru":"2025-05-31"}},"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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"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","latest_paid_thru":"2022-02-28"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"223058","full_name":"Yin Wang, CPA","members_type":"PRO","lead_status":"Refused","new_member_date_2":"2014-02-19","city_1":"Kitchener","time_zone":"2","province":"ON","language":"English","phone_2":"2267535722","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-03-31","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"01","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\n2026 May 15 voicemail reached, no contact made\n2026 May 15 call reached voicemail, no human interaction\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail\n2026 May 21 contact declined renewal because no longer working in payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:07-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25P00353","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2025-01-31","thewithdrawaldate":"2025-03-31","aitm_status_called":"2026-05-21T09:37:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Yin regarding her lapsed NPI Professional membership. Yin explained that she initially joined to understand the Canadian payroll system but is no longer working in payroll, so she chose not to renew her membership.","aitm_callsummarytitle":"Membership Non-Renewal Due to Career Change","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_958bc6623c2e105867d1b1a6c5e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_958bc6623c2e105867d1b1a6c5e","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"No longer working in payroll, so renewal is not necessary.","initialvalue":"Help with Complex","prootherreasonsnottorenew":"No longer working in payroll","old_int_code":"6","age_range":"Preferred not to say","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P00353","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"9727","email":"balramrana52@gmail.com","first_name":"Balram","last_name":"Rana","phone":"3066303966","orgname":"Temple Gardens Hotel & Spa","customer_acct_name":"Temple Gardens Hotel & Spa","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07675","province":"SK","full_name":"Balram Rana","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"298950","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501753","time_zone":"3","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","paid_thru":"2022-02-28","new_member_date_2":"2021-03-12","temp_do_id_for_auto_old_do_id":"L25C07675","last_act_type":"2022-11-01","pcl_status":"P","pcl_completion_date":"2021-11-14","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"F","pf2_completion_date":"2022-05-22","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"balramrana52@gmail.com","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"28963","email":"nancy.corbeil@belanger-laminates.com","first_name":"Nancy","last_name":"Corbeil","phone":"4504493447","orgname":"B\u00e9langer Lamin\u00e9s Inc.","customer_acct_name":"B\u00e9langer Lamin\u00e9s Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0293","full_name":"Nancy Corbeil","members_type":"AST","city_1":"Boucherville","province":"QC","language":"French","phone_2":"4506771836","lead_status":"Renewed APX","new_member_date_2":"2008-03-26","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"128738","no_email_solicitation":"False","pds_march":"2","area_code":"450","time_zone":"2","intcode":"0","blocnote":"AI.15 oct 2025 bv\r\ncompleter le 21 oct 2025","dhmsfin_telemarketing_last_contacted_date":"2025-10-28T09:23:00-04:00","mini_nps":"5","value_help_with_complex":"Yes","old_int_code":"31","pds_july":"2","paid_thru":"2027-02-28","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST0293","temp_intcode_for_auto_old_int_code":"31","pds_september":"2","last_infoline_date_type":"2023-12-18","last_act_type":"2026-12-02","telemarketing_call_date":"2025-10-28","sendaigeneral":"2025-10-21T11:50:00-04:00","sendoctoberemail":"2025-10-21T11:50:54-04:00","sendaidatefr":"2025-12-01T10:14:09-05:00","regular_email_change_date":"2025-10-21T11:50:45-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-28T09:23:00-04:00","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":"nancy.corbeil@belanger-laminates.com","date_of_renewal_identification":"2026-02-15","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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","latest_paid_thru":"2019-11-30"}},"seriesid":"163"}
{"contact":{"id":"8110","email":"rea.patricio@yahoo.com","first_name":"Rea","last_name":"Patricio","phone":"2046942300","orgname":"Prolific Graphics","customer_acct_name":"Prolific Graphics","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07525","city_1":"WINNIPEG","province":"MB","full_name":"Rea Patricio","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293321","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500540","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":"2020-10-05","temp_do_id_for_auto_old_do_id":"L25C07525","phone_2":"2049985985","last_act_type":"2020-02-10","pcl_status":"F","pcl_completion_date":"2021-03-08","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:46:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"rea.patricio@yahoo.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"29505","email":"armahaff@scj.com","first_name":"Adelia","last_name":"Mahaffee","phone":"2622600325","orgname":"SC Johnson","customer_acct_name":"SC Johnson","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"do_id":"L25A01731","full_name":"Adelia Mahaffee","members_type":"AST","city_1":"Burlington","province":"WI","language":"English","phone_2":"2243557233","lead_status":"Refused","new_member_date_2":"2023-04-10","pipeline_2_members_only_ast":"","individual_id":"321099","no_email_solicitation":"False","area_code":"224","time_zone":"3","blocnote":"Mar 20 2025 vm  Mar 24 2025 vm  Mar 26 2025 vm  April 1 2025 She said that she is no longer in payroll she has transitioned out of it but one of her colleagues may wish to become a member. She said she had to discuss with supervisor.","dhmsfin_telemarketing_last_contacted_date":"2025-04-29T11:10:00-04:00","intcode":"21","old_do_id":"AST0892","notrenewednolongerinpayroll":"Yes","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01731","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-03-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"armahaff@scj.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"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","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"33543","email":"dacuyan.melanie@gmail.com","first_name":"Melanie","last_name":"Dacuyan","phone":"4162075548","orgname":"Kinectrics","customer_acct_name":"Kinectrics","tags":"WR250716, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"253327","full_name":"Melanie Dacuyan, PLP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2019-05-13","coidnewmbrdate":"2002-10-01","city_1":"North York","time_zone":"2","province":"ON","language":"English","phone_2":"6472221167","pipeline_1_lapsed_members":"Renewed lapsed","blocnote":"16 April 2025 She is under her organization membership","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T14:33:00-04:00","canceldate":"2025-03-26","cpa_certification":"CPM","cert_status":"ACTIVE","intcode":"99","old_int_code":"13","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","pds_july":"1","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2504846","temp_intcode_for_auto_old_int_code":"99","organization_id":"62373","pds_august":"1","pds_september":"1","last_infoline_date_type":"2026-01-19","last_act_type":"2026-01-29","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2017-08-21","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":"2017-08-29","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2504846","old_do_id":"L25P00343","npi_email_temp":"dacuyan.melanie@gmail.com","pcl_completion_date_5":"2022-08-21","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29898","email":"megan@mraebookkeeping.com","first_name":"Megan","last_name":"Rae","phone":"2506137374","orgname":"M. Rae Bookkeeping Services","customer_acct_name":"M. Rae Bookkeeping Services","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1163","full_name":"Megan Rae","members_type":"AST","city_1":"Prince George","province":"BC","language":"English","lead_status":"Renewed APX","new_member_date_2":"2023-02-17","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"274685","no_email_solicitation":"False","pds_march":"2","area_code":"250","time_zone":"5","intcode":"31","blocnote":"May 6 2026 Survey completed Send Resource email","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T14:03:00-04:00","pipeline_1_lapsed_members":"","pds_may":"2","pds_july":"2","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST1163","temp_intcode_for_auto_old_int_code":"31","pds_september":"2","last_engaged_date":"2025-12-01","last_infoline_date_type":"2025-07-11","last_act_type":"2026-12-03","telemarketing_call_date":"2026-05-06","sendaigeneral":"2026-05-06T14:03:00-04:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-20T13:19:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","sendoctoberemail":"2025-10-20T19:57:22-04:00","old_int_code":"99","sendaidate":"2026-05-06T14:03:38-04:00","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"megan@mraebookkeeping.com","date_of_renewal_identification":"2026-03-15","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","sendaiemail":"2026-05-06T14:03:37-04:00","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months"}},"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","latest_paid_thru":"2024-12-31"}},"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":"2025-02-09","last_act_type":"2025-02-09","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","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"14926","email":"judyhum19@gmail.com","first_name":"Judy","last_name":"Hum","phone":"4033436101","orgname":"Future AG Inc","customer_acct_name":"Future AG Inc","tags":"241016 CDN, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Judy Hum","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2018-03-15","attended_webinar":"Yes","do_id":"LB2502087","members_type":"PRO","time_zone":"4","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"C16233","province":"AB","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-06-01","individual_id":"231545","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"May 26 2025 Refused with explanation.","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T11:47:00-04:00","onesentencenotrenewed":"It was too expensive to paid every year and the NPI wanted too many credits. It was just too much.","paid_thru":"2020-02-29","new_member_date_2":"2018-03-15","temp_do_id_for_auto_old_do_id":"LB2502087","temp_intcode_for_auto_old_int_code":"21","phone_2":"4033507398","last_act_type":"2020-08-30","pcl_status":"P","pcl_completion_date":"2015-05-04","pf1_status":"P","pf1_completion_date":"2016-01-24","pf2_status":"P","pf2_completion_date":"2016-05-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-11-18","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"judyhum19@gmail.com","pcl_completion_date_5":"2020-05-04","formatted_paid_thru":"29\/02\/2020","latest_paid_thru":"2020-02-29"}},"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, 260522 Lapsed DEL","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":"2026-03-19","last_act_type":"2026-03-19","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","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-07-31"}},"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","latest_paid_thru":"2025-04-30"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"31044","email":"praharshne.p@gmail.com","first_name":"Praharshne","last_name":"Prathab","phone":"6472334759","orgname":"180 Smoke","customer_acct_name":"180 Smoke","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"271208","full_name":"Praharshne Prathab","members_type":"PRO","do_id":"L25P00256","city_1":"Brampton","province":"ON","language":"English","phone_2":"6472334759","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2019-01-11","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:09-04:00","paid_thru":"2024-12-31","blocnote":"11 September 2025 VM\r\nLN \/ 15 December 2025 VM\n2026 May 25 call reached voicemail, no contact made.\n2026 May 25 call reached voicemail, no contact made","temp_do_id_for_auto_old_do_id":"L25P00256","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-05-16","last_act_type":"2025-02-06","pcl_status":"P","pcl_completion_date":"2019-07-24","pf1_status":"P","pf1_completion_date":"2020-03-29","pf2_status":"P","pf2_completion_date":"2020-08-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-08-18","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"praharshne.p@gmail.com","pcl_completion_date_5":"2024-07-24","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-25T12:32:07-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was made to Praharshne but was not answered and went to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No contact was made as the call went to voicemail.","initialvalue":"Other","prootherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0f62bff9495b1fd0762843eaa4e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0f62bff9495b1fd0762843eaa4e","number_of_total_call_attempts":"2"}},"seriesid":"163"}
{"contact":{"id":"30079","email":"andreanne.pellerin@cmac-thyssen.com","first_name":"Nathalie","last_name":"Rioux","phone":"8198748303","orgname":"Groupe Minier CMAC-Thyssen","customer_acct_name":"Groupe Minier CMAC-Thyssen","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A01662","full_name":"Nathalie Rioux","members_type":"AST","city_1":"Val-d'Or","province":"QC","language":"French","phone_2":"8198602824","lead_status":"Lapsed Member","new_member_date_2":"2024-03-08","pipeline_2_members_only_ast":"","last_engaged_date":"2025-03-27","individual_id":"317732","no_email_solicitation":"False","area_code":"819","time_zone":"2","old_do_id":"AST1200","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","canceldate":"2025-05-02","paid_thru":"2025-02-28","blocnote":"13 aout 2025 n'est plus en poste\n2026 May 08 call started, brief introduction, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:57-04:00","temp_do_id_for_auto_old_do_id":"L25A01662","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2024-06-05","last_act_type":"2024-06-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"andreanne.pellerin@cmac-thyssen.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:57-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Nathalie and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. The call was brief and ended shortly after the introduction without further conversation.","aitm_callsummarytitle":"Brief introduction, call ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"16","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_14f4ec1dd030f83e16db99e4d9f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_14f4ec1dd030f83e16db99e4d9f","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29988","email":"jasontb51@gmail.com","first_name":"Jason","last_name":"Brennan","phone":"4382891445","orgname":"","customer_acct_name":"","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0174","full_name":"Jason Brennan","members_type":"AST","city_1":"Pincourt","province":"QC","language":"English","phone_2":"4382891445","lead_status":"Renewed APX","new_member_date_2":"2022-12-02","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"161803","canceldate":"2016-06-02","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T11:48:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T11:10:00-04:00","blocnote":"May 8 2026 vm","resourceaware":"Yes","resourcevisitedselfreport":"Last 7 days","value_designation":"No","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"1","cert_status":"WITHDRAWN","old_int_code":"31","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":"AST0174","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_infoline_date_type":"2024-05-07","last_act_type":"2025-11-21","telemarketing_call_date":"2026-05-08","pcl_status":"P","pcl_completion_date":"2010-01-06","pf1_status":"P","pf1_completion_date":"2010-03-16","pf2_status":"P","pf2_completion_date":"2010-06-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-04-17","number_of_passed_courses":"4","pds_october":"1","date_of_renewal_identification":"2025-11-25","trc":"False","wera":"False","sendaidate":"2025-12-10T10:24:32-05:00","pds_november":"1","sendaigeneral":"2025-12-10T10:24:00-05:00","senddecemberemail":"2025-12-10T10:24:32-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"4","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","last_engaged_date":"2025-12-10","npi_email_temp":"jasontb51@gmail.com","pcl_completion_date_5":"2015-01-06","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"seriesid":"163"}
{"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","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"finance@helcim.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9647","email":"t.june.m@gmail.com","first_name":"Tanis","last_name":"Varey","phone":"2048813001","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Tanis Varey","language":"English","origin":"Lapsed Spring 2024","individual_id":"261067","region":"CDN","lead_status":"Refused","old_do_id":"L25P02424","members_type":"PRO","province":"MB","area_code":"204","time_zone":"3","phone_2":"2048813001","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"13 March 2025 No answer\r\n20 March 2025 VM\r\n01 April 2025 VM\r\n08 April 2025 Too expensive for her\n2026 May 13 - Reached voicemail of Tannis Berry; no message left\n2026 May 13 - No answer; asked for Tanis\n2026 May 15 contact refused to speak with agent and did not allow to speak with Tanis","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T12:06:42-04:00","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"03","paid_thru":"2024-01-31","new_member_date_2":"2018-02-26","temp_do_id_for_auto_old_do_id":"L25P02424","temp_intcode_for_auto_old_int_code":"03","last_act_type":"2024-07-30","pcl_status":"P","pcl_completion_date":"2019-01-07","pf1_status":"P","pf1_completion_date":"2019-09-03","pf2_status":"P","pf2_completion_date":"2020-10-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-30","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"t.june.m@gmail.com","pcl_completion_date_5":"2024-01-07","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-15T12:06:42-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Tanis on behalf of the National Payroll Institute, but the person who answered refused to let the agent speak with Tanis and ended the call.","aitm_callsummarytitle":"Contact refused to speak with agent","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact refused to speak with the agent and did not allow to speak with Tanis.","initialvalue":"Other","prootherreasonsnottorenew":"Contact not reached, no reason given.","old_int_code":"05","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_5c29829d847b3aac0979be6abbb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5c29829d847b3aac0979be6abbb","othermemberbenefit":"Not provided","number_of_calls_reached":"2","pipeline_2_members_only_ast":"","date_of_renewal_identification":""}},"seriesid":"163"}
{"contact":{"id":"8911","email":"rcaguay@yahoo.com","first_name":"Rohany","last_name":"Fumiko Caguay","phone":"7806903479","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":"L25C06873","full_name":"Rohany Fumiko Caguay","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"307072","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2503371","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7806903479","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:56:00-05:00","paid_thru":"2022-10-31","new_member_date_2":"2021-11-08","temp_do_id_for_auto_old_do_id":"L25C06873","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-08-11","pcl_status":"F","pcl_completion_date":"2022-01-30","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"rcaguay@yahoo.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"30959","email":"jlalaini@hotmail.com","first_name":"Lalaini","last_name":"Johnpulle","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"178371","full_name":"Lalaini Johnpulle","members_type":"PRO","do_id":"L25P00214","city_1":"Brampton","province":"ON","language":"English","phone_2":"9052161345","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2013-01-28","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"16","blocnote":"30 May 2025 VM\n2026-05-15 invalid phone destination, phone: +19052161345","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T14:47:27-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00214","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-02-06","pcl_status":"P","pcl_completion_date":"2011-01-14","pf1_status":"P","pf1_completion_date":"2011-02-04","pf2_status":"P","pf2_completion_date":"2011-02-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-03-15","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"jlalaini@hotmail.com","pcl_completion_date_5":"2016-01-14","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-15T16:11:41-04:00","number_of_call_attempts":"1","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_3bca552b75385ed5baa3af8e8a9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3bca552b75385ed5baa3af8e8a9"}},"seriesid":"163"}
{"contact":{"id":"10829","email":"soccerdude88@live.ca","first_name":"Tarnbir","last_name":"Gill","phone":"4036710210","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07468","province":"AB","full_name":"Tarnbir Gill","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"295356","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500115","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":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25C07468","phone_2":"4033134412","last_act_type":"2020-11-29","pcl_status":"P","pcl_completion_date":"2021-05-17","pf1_status":"F","pf1_completion_date":"2021-09-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"soccerdude88@live.ca","pcl_completion_date_5":"2026-05-17","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"seriesid":"163"}
{"contact":{"id":"29368","email":"flocons.1321@hotmail.com","first_name":"Danielle","last_name":"Paquette","phone":"5147776207","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1084","full_name":"Danielle Paquette","members_type":"AST","city_1":"Valleyfield","province":"QC","language":"French","phone_2":"5147776207","lead_status":"Renewed AST","new_member_date_2":"2021-08-12","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"242758","no_email_solicitation":"False","pds_march":"2","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"2","last_engaged_date":"2025-10-01","pds_july":"2","paid_thru":"2026-07-31","sendjulyemail":"2025-08-19T15:30:00-04:00","blocnote":"23 sept 2025 bv","sendmayemail":"2025-08-19T15:30:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T10:20:00-04:00","full_name_2":" ","old_int_code":"31","pds_august":"2","date_of_renewal_identification":"2025-09-17","temp_do_id_for_auto_old_do_id":"AST1084","temp_intcode_for_auto_old_int_code":"06","pds_september":"2","last_infoline_date_type":"2025-04-14","last_act_type":"2025-11-09","telemarketing_call_date":"2025-09-23","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"flocons.1321@hotmail.com","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"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":"2022-07-11","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","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31013","email":"lamqy273@gmail.com","first_name":"Mingyi","last_name":"Li","phone":"6478821931","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":"333301","full_name":"Mingyi Li","members_type":"CAND","do_id":"L25C00391","city_1":"Whitby","province":"ON","language":"English","phone_2":"6478821931","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-16","area_code":"647","time_zone":"2","canceldate":"2025-03-04","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:29:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00391","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-01-15","pcl_status":"F","pcl_completion_date":"2024-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"lamqy273@gmail.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"14133","email":"bonnie.cheung@campusenergy.ca","first_name":"Bonnie","last_name":"Cheung","phone":"5873233729","orgname":"Campus Energy Partners","customer_acct_name":"Campus Energy Partners","tags":"241015 CDN, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Bonnie Cheung","language":"English","origin":"2023 lapsed Members","domain_1":"campusenergy.ca","lapsed_expiration_date":"2022-03-02","do_id":"L25A02391","individual_id":"284560","time_zone":"4","area_code":"587","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2500058","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","new_member_date_2":"2020-01-13","no_email_solicitation":"FALSE","intcode":"06","blocnote":"may 26 2025 vm  Sept 5 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human answer\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human answer\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","pipeline_2_members_only_ast":"","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25A02391","temp_intcode_for_auto_old_int_code":"6","phone_2":"4036086311","last_infoline_date_type":"2020-09-24","last_act_type":"2020-12-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bonnie.cheung@campusenergy.ca","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:42-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached voicemail and no conversation with a human took place.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_96d22b5c8c1d45f1afde0f83375","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_96d22b5c8c1d45f1afde0f83375","onesentencenotrenewed":"No contact was made as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No contact was made as the call went to voicemail.","astotherreasonsnottorenew":"No contact was made as the call went to voicemail.","age_range":"Preferred not to say"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"306173","no_email_solicitation":"False","area_code":"404","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 21 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:49:00-04:00","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":"06","last_infoline_date_type":"2025-05-05","last_act_type":"2025-05-08","telemarketing_call_date":"2026-05-21","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","latest_paid_thru":"2026-09-30","old_int_code":"31"}},"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":"2020-03-12","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","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"30978","email":"lflowerdew@gmail.com","first_name":"Lisa","last_name":"Flowerdew","phone":"6045283265","orgname":"Arctic Arrow Powerline Group Ltd.","customer_acct_name":"Arctic Arrow Powerline Group Ltd.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"211027","full_name":"Lisa Flowerdew, PCP","members_type":"CORP","coidnewmbrdate":"2008-02-06","city_1":"Abbotsford","province":"BC","language":"English","phone_2":"7782324071","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2013-02-06","area_code":"604","time_zone":"5","blocnote":"16 April 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T12:11:00-04:00","canceldate":"2025-02-12","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","old_do_id":"LB2506079","organization_id":"219132","pipeline_2_members_only_ast":"","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2506079","temp_intcode_for_auto_old_int_code":"99","old_int_code":"21","last_infoline_date_type":"2025-09-06","last_act_type":"2026-12-01","company_paid_thru":"2027-03-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2013-05-08","pf1_status":"P","pf1_completion_date":"2013-12-02","pf2_status":"P","pf2_completion_date":"2015-10-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-05-21","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"lflowerdew@gmail.com","pcl_completion_date_5":"2018-05-08","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","corp_cancel_date":"2019-11-02","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"28884","email":"jcollin@canadianpond.ca","first_name":"Jeannie","last_name":"Collin","phone":"4502430976","orgname":"Produits \u00c9tang.ca","customer_acct_name":"Produits \u00c9tang.ca","tags":"paie.ca visited, Payroll Resources, Payroll Resource Accessed, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0280","full_name":"Jeannie Collin","members_type":"AST","city_1":"Lac-Brome","province":"QC","language":"French","phone_2":"4502435934","lead_status":"Renewed APX","new_member_date_2":"2015-10-13","pipeline_2_members_only_ast":"Ongoing member to be called","last_engaged_date":"2025-09-19","individual_id":"238158","no_email_solicitation":"False","area_code":"450","time_zone":"2","intcode":"99","resources_tools_may":"1","pipeline_1_lapsed_members":"","sendjulyemail":"2025-07-21T14:23:00-04:00","blocnote":"completer 9 sept 2025","sendmayemail":"2025-07-21T14:23:00-04:00","email2":"","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T11:53:00-04:00","full_name_2":" ","paid_thru":"2026-09-30","date_of_renewal_identification":"2025-09-18","old_int_code":"31","sendpreexpirationemail":"2025-09-09T11:51:00-04:00","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":"","temp_do_id_for_auto_old_do_id":"AST0280","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2026-01-22","last_act_type":"2026-01-22","telemarketing_call_date":"2025-09-09","pcl_status":"P","pcl_completion_date":"2016-01-31","number_of_passed_courses":"1","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:48-05:00","npi_email_temp":"jcollin@canadianpond.ca","pcl_completion_date_5":"2021-01-31","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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":"2025-09-04","last_act_type":"2025-09-04","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","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"10322","email":"dhimanprabhatt@gmail.com","first_name":"Prabhat","last_name":"Dhiman","phone":"6479950830","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":"L25C06717","full_name":"Prabhat Dhiman","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"311144","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503155","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6479950830","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T13:37:00-05:00","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","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":"18 to 30 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"Yes","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":"L25C06717","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-03-23","pcl_status":"F","pcl_completion_date":"2022-07-17","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"1","npi_email_temp":"dhimanprabhatt@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"30907","email":"mindymcnicol@hotmail.com","first_name":"Mindy","last_name":"Graham","phone":"7788972391","orgname":"Corporate Couriers Logistics","customer_acct_name":"Corporate Couriers Logistics","tags":"WR250604","ip4":"127.0.0.1","fields":{"individual_id":"40153","full_name":"Mindy Graham, PCP","members_type":"PRO","city_1":"New Westminster","province":"BC","language":"English","phone_2":"6043479116","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2023-01-04","area_code":"778","time_zone":"5","cpa_certification":"PCP","intcode":"99","blocnote":"15 April 2025 VM\r\n23 April 2025 VM","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"2025-06-06","dhmsfin_telemarketing_last_contacted_date":"2025-06-13T11:23:00-04:00","old_int_code":"13","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2506468","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","pds_august":"5","pds_september":"5","last_infoline_date_type":"2024-02-20","last_act_type":"2026-12-01","pcl_status":"P","pcl_completion_date":"2019-01-21","pf1_status":"P","pf1_completion_date":"2022-09-06","pf2_status":"P","pf2_completion_date":"2022-05-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-05-13","number_of_passed_courses":"4","pds_october":"5","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"5","old_do_id":"L25P00190","npi_email_temp":"mindymcnicol@hotmail.com","pcl_completion_date_5":"2024-01-21","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"28892","email":"jamie.wolf@kellanova.com","first_name":"Jamie","last_name":"Wolf","phone":"6305682548","orgname":"Kellanova","customer_acct_name":"Kellanova","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1535","full_name":"Jamie Wolf","members_type":"AST","city_1":"Allenton","province":"WI","language":"English","phone_2":"2196887661","lead_status":"Renewed APX","new_member_date_2":"2024-04-25","last_engaged_date":"2025-10-30","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"336980","no_email_solicitation":"False","area_code":"630","time_zone":"3","blocnote":"May 1 2026 vm\r\nMay 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T12:43:00-04:00","intcode":"06","resources_tools_may":"1","pipeline_1_lapsed_members":"","resources_tools_june":"2","last_login_date":"2025-06-02T08:58:44-04:00","member_june":"2","payroll_guidelines_june":"4","paid_thru":"2027-03-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1535","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2026-05-26","last_act_type":"2026-05-26","telemarketing_call_date":"2026-05-22","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:48-05:00","npi_email_temp":"jamie.wolf@kellanova.com","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"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","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":"2026-06-03","last_act_type":"2026-06-03","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","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"10325","email":"loveis1st13@hotmail.com","first_name":"Shanea","last_name":"Melbourne","phone":"7806792013","orgname":"The Bethany Group","customer_acct_name":"The Bethany Group","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07242","province":"AB","full_name":"Shanea Melbourne, Payroll","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"287628","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500096","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":"2020-04-17","temp_do_id_for_auto_old_do_id":"L25C07242","phone_2":"7808786009","last_infoline_date_type":"2020-10-30","last_act_type":"2021-01-04","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"P","pf1_completion_date":"2020-11-22","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"loveis1st13@hotmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","new_member_date_2":"2016-02-01","time_zone":"2","area_code":"647","blocnote":"May 8 2026 Survey completed Send resource email.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:30:00-04:00","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":"Last 6 months","intcode":"31","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":"31","pds_september":"5","last_infoline_date_type":"2024-04-26","last_act_type":"2026-07-04","telemarketing_call_date":"2026-05-08","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","sendaidate":"2026-05-08T13:30:40-04:00","pds_november":"5","sendaigeneral":"2026-05-08T13:30:00-04:00","senddecemberemail":"2025-12-10T10:30:23-05:00","extension_phone_1":"","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","old_int_code":"99","npi_email_temp":"j.bryce.1@hotmail.com","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","latest_paid_thru":"2027-01-31","value_designation":"No","sendaiemail":"2026-05-08T13:30:40-04:00"}},"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":"2026-12-01","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","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"10295","email":"neilbien_delrosario@yahoo.com","first_name":"Neil","last_name":"Rosario","phone":"4035941210","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":"LB2503333","full_name":"Neil Bien Del Rosario","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"308364","region":"CDN","lead_status":"Refused","old_do_id":"8","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4035941210","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"14 March 2025 VM  25 March 2025 VM  31 March 2025 VM  08 April 2025 VM  10 April 2025 Number not found","dhmsfin_telemarketing_last_contacted_date":"2025-04-10T21:14:00-04:00","canceldate":"2023-02-02","intcode":"21","paid_thru":"2022-11-30","new_member_date_2":"2021-12-21","temp_do_id_for_auto_old_do_id":"LB2503333","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-01","pcl_status":"F","pcl_completion_date":"2022-04-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"neilbien_delrosario@yahoo.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"28912","email":"kswong03@gmail.com","first_name":"Katie","last_name":"Wong","phone":"2506867329","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"do_id":"L25A01759","full_name":"Katie Wong, CPA","members_type":"AST","city_1":"Victoria","province":"BC","language":"English","phone_2":"2505083880","lead_status":"Refused","new_member_date_2":"2024-04-15","pipeline_2_members_only_ast":"","individual_id":"336624","no_email_solicitation":"False","area_code":"250","time_zone":"5","blocnote":"19 March 2025 VM  24 March 2025 VM  26 March 2025 No answer  01 April 2025 VM  03 April 2025 Temporarily unavailable  08 April 2025 Temporarily unavailable","dhmsfin_telemarketing_last_contacted_date":"2025-04-08T18:21:00-04:00","intcode":"21","old_do_id":"AST1539","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01759","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kswong03@gmail.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"30941","email":"jessewfifield@gmail.com","first_name":"Jesse","last_name":"Fifield","phone":"7092904890","orgname":"NBCC","customer_acct_name":"NBCC","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333063","full_name":"Jesse Fifield","members_type":"CAND","do_id":"L25C00349","city_1":"Saint John","province":"NB","language":"English","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-10","area_code":"709","time_zone":"1","canceldate":"2025-03-04","pipeline_2_members_only_ast":"","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00349","last_act_type":"2024-08-01","pcl_status":"P","pcl_completion_date":"2024-03-27","pf1_status":"P","pf1_completion_date":"2024-06-14","pf2_status":"P","pf2_completion_date":"2024-10-21","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 5 2025 vm\r\nLNC Dec 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T09:59:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"jessewfifield@gmail.com","pcl_completion_date_5":"2029-03-27","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"10272","email":"shakathak@hotmail.com","first_name":"Pascal","last_name":"Thaka","phone":"6132386112","orgname":"Canadian Federation for the Humanities and Social Sciences","customer_acct_name":"Canadian Federation for the Humanities and Social Sciences","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A00087","province":"ON","full_name":"Pascal Thaka","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"297132","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00334","time_zone":"2","members_type":"AST","new_member_date_2":"2021-01-26","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","no_email_solicitation":"FALSE","intcode":"16","blocnote":"may 22 2025 vm  AUg 13 2025 vm\r\nLN Nov 10 2025 vm\n2026 May 08 call reached voicemail, no human contact established\n2026 May 08 call went to voicemail, no contact made\n2026 May 11 call reached voicemail, no human answered\n2026 May 11 call reached voicemail, no conversation\n2026 May 13 voicemail reached, no contact with Helene Lucier\n2026 May 13 call reached voicemail after gatekeeper interaction\n2026 May 15 call reached automated system, no human contact made\n2026 May 19 call reached automated system, no human interaction\n2026 May 19 call reached uninitialized voicemail service\n2026 May 21 call reached wrong number, no Pascal available","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T10:12:08-04:00","pipeline_2_members_only_ast":"","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00087","temp_intcode_for_auto_old_int_code":"16","phone_2":"6135918188","last_infoline_date_type":"2021-08-12","last_act_type":"2021-08-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shakathak@hotmail.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-21T10:12:08-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"10","npi_transcriptsummary":"The agent called the number asking for Pascal but was informed that Pascal was not available and the number might be wrong. The call ended after confirming the contact was not Pascal and no further action was taken.","aitm_callsummarytitle":"Wrong Number - No Pascal Available","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_faf2f369068331b32ca3eea6bb0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_faf2f369068331b32ca3eea6bb0","old_int_code":"08","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"8838","email":"ffathy62@yahoo.ca","first_name":"Fathalrahman","last_name":"Mohamed","phone":"7808070713","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":"LB2505172","full_name":"Fathalrahman Mohamed","language":"English","origin":"Lapsed Spring 2024","individual_id":"319465","region":"CDN","lead_status":"Refused","old_do_id":"L25C06478","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7808070713","pipeline_1_lapsed_members":"Refused Lapsed","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T12:33:00-05:00","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","othermemberbenefit":"He said he did the course for training.","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Changed career","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"24","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 Send email for renewal","canceldate":"2024-02-03","paid_thru":"2023-11-30","new_member_date_2":"2022-12-05","temp_do_id_for_auto_old_do_id":"LB2505172","temp_intcode_for_auto_old_int_code":"24","last_act_type":"2023-07-28","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":"","old_int_code":"21","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","sendapplicationform":"2025-12-10T12:33:00-05:00","npi_email_temp":"ffathy62@yahoo.ca","pcl_completion_date_5":"2028-02-26","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"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","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29425","email":"sutherland_annette@yahoo.ca","first_name":"Annette","last_name":"Sutherland","phone":"6138083282","orgname":"Ferguslea Properties Limited","customer_acct_name":"Ferguslea Properties Limited","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1379","full_name":"Annette Sutherland","members_type":"AST","city_1":"Metcalfe","province":"ON","language":"English","phone_2":"6138083282","lead_status":"Renewed APX","last_engaged_date":"2025-02-26","new_member_date_2":"2011-03-02","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"182132","no_email_solicitation":"False","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T11:54:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T09:59:00-04:00","blocnote":"May 4 2026 vm","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"99","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1379","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2026-12-01","last_act_type":"2026-10-02","telemarketing_call_date":"2026-05-04","pcl_status":"P","pcl_completion_date":"2011-07-06","pf1_status":"F","pf1_completion_date":"2018-11-18","number_of_passed_courses":"1","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:39-05:00","npi_email_temp":"sutherland_annette@yahoo.ca","date_of_renewal_identification":"2026-02-13","pcl_completion_date_5":"2016-07-06","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"29365","email":"zarna_1988@yahoo.com","first_name":"Zarana","last_name":"Barot","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, fixTelemarketingMay, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Zarana Barot, PCP","members_type":"PRO","city_1":"Niagara Falls","province":"ON","language":"English","phone_2":"2895017188","new_member_date_2":"2024-12-13","pipeline_2_members_only_ast":"","time_zone":"2","individual_id":"305746","intcode":"06","blocnote":"may 21 2025 vm\n2026 May 25 call reached uninitialized voicemail service","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:07-04:00","pipeline_1_lapsed_members":"Lapsed Members","resourceaware":"Yes","resourcevisitedselfreport":"DNK","nonactive_reason":"AST->CAND\/PRO","old_do_id":"LB2507755","lead_status":"Lapsed Member","paid_thru":"2025-11-30","temp_do_id_for_auto_old_do_id":"L25P02750","temp_intcode_for_auto_old_int_code":"6","cert_status":"WITHDRAWN","cpa_certification":"PCP","last_act_type":"2026-04-05","pcl_status":"P","pcl_completion_date":"2021-11-14","pf1_status":"P","pf1_completion_date":"2021-12-12","pf2_status":"P","pf2_completion_date":"2022-01-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-13","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25P02750","date_of_renewal_identification":"","npi_email_temp":"zarna_1988@yahoo.com","canceldate":"2026-02-03","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30","thewithdrawaldate":"2026-02-03","aitm_status_called":"2026-05-25T13:32:07-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was made to Zarana but was not answered and went to an uninitialized voicemail service.","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","session_id":"call_9e281fc231c88b496c28ca7a1f0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9e281fc231c88b496c28ca7a1f0"}},"seriesid":"163"}
{"contact":{"id":"28978","email":"clarocque@simard.ca","first_name":"Cynthia","last_name":"Larocque","phone":"5144730624","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0795","full_name":"Cynthia Larocque","members_type":"AST","city_1":"Lachine","province":"QC","language":"French","phone_2":"5144730624","lead_status":"Member","new_member_date_2":"2018-07-13","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"265045","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"AST0795","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-09-02","last_act_type":"2025-06-25","blocnote":"AI.15 oct 2025 bv\r\n22 oct 2025 bv\r\n29 oct 2025bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T10:15:00-04:00","telemarketing_call_date":"2025-10-29","pcl_status":"P","pcl_completion_date":"2018-10-21","pf1_status":"P","pf1_completion_date":"2019-01-21","pf2_status":"P","pf2_completion_date":"2019-05-21","number_of_passed_courses":"3","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:36-05:00","last_engaged_date":"2025-12-11","npi_email_temp":"clarocque@simard.ca","pcl_completion_date_5":"2023-10-21","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16"}},"seriesid":"163"}
{"contact":{"id":"28951","email":"mwong@unitedforliteracy.ca","first_name":"Mei-wa","last_name":"Wong","phone":"8005556523","orgname":"United For Literacy","customer_acct_name":"United For Literacy","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1546","full_name":"Mei-wa Wong","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"9058260141","lead_status":"Renewed APX","new_member_date_2":"2001-02-15","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"44192","no_email_solicitation":"False","pds_march":"2","area_code":"800","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:08:00-04:00","pipeline_1_lapsed_members":"","pds_may":"2","pds_july":"2","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","extension_phone_1":"3303","temp_do_id_for_auto_old_do_id":"AST1546","temp_intcode_for_auto_old_int_code":"06","pds_september":"2","last_infoline_date_type":"2025-06-11","last_act_type":"2026-01-26","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:09-05:00","pds_november":"2","npi_email_temp":"mwong@unitedforliteracy.ca","date_of_renewal_identification":"2026-01-29","old_int_code":"99","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"8847","email":"meesheeme@hotmail.com","first_name":"Michelle","last_name":"Weiss","phone":"6047924416","orgname":"Triton Transport Ltd.","customer_acct_name":"Triton Transport Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07498","province":"BC","full_name":"Michelle Weiss","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"294120","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500318","time_zone":"5","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","members_type":"CAND","paid_thru":"2021-10-31","new_member_date_2":"2020-10-29","temp_do_id_for_auto_old_do_id":"L25C07498","extension_phone_1":"233","phone_2":"6043168691","last_act_type":"2023-06-20","pcl_status":"P","pcl_completion_date":"2021-03-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-01-08","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"meesheeme@hotmail.com","pcl_completion_date_5":"2026-03-22","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"seriesid":"163"}
{"contact":{"id":"30925","email":"deongonez@live.ca","first_name":"Deon","last_name":"Gonez","phone":"4167365552","orgname":"City of Toronto","customer_acct_name":"City of Toronto","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"74202","full_name":"Deon Gonez, PLP","members_type":"CORP","city_1":"Woodbridge","province":"ON","language":"English","phone_2":"9052650982","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2008-12-12","area_code":"416","time_zone":"2","canceldate":"2025-02-27","cpa_certification":"CPM","cert_status":"ACTIVE","intcode":"99","blocnote":"April 16 2025 vm\r\nApril 30 2025 vm\r\nMay 7 2025 vm\r\nJuly 15 2025 not in\r\nLN Sept 23 2025 vm","organization_id":"5183","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T11:50:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2504927","temp_intcode_for_auto_old_int_code":"99","old_int_code":"06","old_do_id":"LB2504927","last_act_type":"2026-04-05","company_paid_thru":"2027-03-31","date_of_renewal_identification":"2025-10-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-10-09","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"deongonez@live.ca","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"8011","email":"accounting.tuscany@shaw.ca","first_name":"Melinda","last_name":"Becskei","phone":"4032416441","orgname":"Tuscany Residents Association","customer_acct_name":"Tuscany Residents Association","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01888","full_name":"Melinda Becskei","language":"English","origin":"Lapsed members","explicit_consent_date":"2010-05-07","domain_1":"tuscanyclub.ca","individual_id":"169298","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502256","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25O01888","organization_id":"169297","pds_august":"1","members_type":"CORP","pds_september":"1","last_act_type":"2021-06-14","intcode":"07","blocnote":"LN Oct 15 2025 number went to fax","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T15:56:00-04:00","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":"accounting.tuscany@shaw.ca","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","company_paid_thru":"2021-04-30","corp_cancel_date":"2021-07-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30044","email":"nataleemassey@rhapsodyliving.ca","first_name":"Natalee","last_name":"Brown-Massey","phone":"90","orgname":"Rhapsody Property Management Services","customer_acct_name":"Rhapsody Property Management Services","tags":"250205 AST Members, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00319","full_name":"Natalee Brown-Massey","members_type":"AST","city_1":"North York","province":"ON","language":"English","phone_2":"4162068644","lead_status":"Lapsed Member","new_member_date_2":"2019-02-19","pipeline_2_members_only_ast":"","individual_id":"269835","no_email_solicitation":"False","pds_march":"1","time_zone":"2","old_do_id":"AST0186","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"15","blocnote":"May 28 2025 Survey completed She said the cost  and someone else in the office has membership.\n2026 Mar 04 voicemail reached, no conversation\n2026 Mar 06 call reached Natalee, brief interaction, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:49-04:00","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":"I join because of the resources at NPI like the help line.","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The cost of membership. It has increased I use to pay around a hundred dollars before.","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","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"1","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00319","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","pds_september":"1","last_infoline_date_type":"2023-03-21","last_act_type":"2023-08-12","pcl_status":"P","pcl_completion_date":"2021-08-22","pf1_status":"F","pf1_completion_date":"2022-01-02","number_of_passed_courses":"1","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"nataleemassey@rhapsodyliving.ca","aitm_status_called":"2026-03-11T11:06:49-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Natalee and introduced themselves, mentioning the lapsed Associate membership and intent to ask questions about the membership experience. The user responded briefly but the call ended shortly after without further engagement.","aitm_callsummarytitle":"Brief call with Natalee, no survey completed","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_calls_reached":"3","number_of_total_call_attempts":"2","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"10156","email":"sencircirsen@yahoo.com","first_name":"Richard","last_name":"Comia","phone":"5875016945","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":"L25C06876","full_name":"Richard Comia","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"307070","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503409","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"5875016945","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-01-05","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 1 2025 vm\r\nJuly 10 2025 vm\r\nLN Sept 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-01T10:03:00-05:00","paid_thru":"2022-10-31","new_member_date_2":"2021-11-08","temp_do_id_for_auto_old_do_id":"L25C06876","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-08-11","pcl_status":"F","pcl_completion_date":"2022-01-30","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"sencircirsen@yahoo.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"31023","email":"bjiang.study@gmail.com","first_name":"Bijia","last_name":"Jiang","phone":"4379834558","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":"333339","full_name":"Bijia Jiang","members_type":"CAND","do_id":"L25C00399","city_1":"North York","province":"ON","language":"English","phone_2":"4379834558","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-17","area_code":"437","time_zone":"2","canceldate":"2025-03-04","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:31:00-05:00","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","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":"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":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00399","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-01-24","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"1","npi_email_temp":"bjiang.study@gmail.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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, TMAI, recall pro","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\n2026 May 13 - reached voicemail; no message left\n2026 May 13 - Reached voicemail; no message left\n2026 May 15 - reached voicemail, no message left\n2026 May 15 - reached voicemail, no message left\n2026 May 19 reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","full_name":"Marjorie Atienza, PCP","language":"English","time_zone":"2","area_code":"647","intcode":"06","old_int_code":"99","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":"06","cert_status":"WITHDRAWN","cpa_certification":"PCP","last_act_type":"2026-12-05","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","latest_paid_thru":"2025-12-31","thewithdrawaldate":"2026-03-03","aitm_status_called":"2026-05-21T09:57:09-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached the voicemail of the contact and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail.","initialvalue":"Other","othermemberbenefit":"Contact not reached","prootherreasonsnottorenew":"Contact not reached","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c43d9bd6699877bcb3b17e51eec","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c43d9bd6699877bcb3b17e51eec","number_of_total_call_attempts":"7"}},"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, TMAI, recall pro","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":"03","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\n2026 May 19 call reached gatekeeper at Spectrum Health Care; no contact with Sabiha Khan\n2026 May 21 call reached automated system at Spectrum Health Care Toronto branch, no human contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:02:05-04:00","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":"03","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","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-21T11:02:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Sabiha at Spectrum Health Care Toronto branch but was met with an automated system and did not reach a human representative. The call ended without any conversation with the intended contact.","aitm_callsummarytitle":"No human contact, reached automated system","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d688d28e61591920046c75c92f8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d688d28e61591920046c75c92f8","number_of_calls_reached":"2"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"237187","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"2","area_code":"416","time_zone":"2","intcode":"06","blocnote":"May 7 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-07T10:53:00-04:00","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":"06","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":"31","pds_september":"2","last_infoline_date_type":"2025-11-14","last_act_type":"2025-11-14","telemarketing_call_date":"2026-05-07","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","latest_paid_thru":"2026-08-31"}},"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":"2024-09-08","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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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":"2023-09-06","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","latest_paid_thru":"2023-10-31"}},"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":"2026-02-01","last_act_type":"2026-02-01","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","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"33571","email":"lartiles.peralta@gmail.com","first_name":"Lisbety","last_name":"Peralta","phone":"5149743585","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"286007","full_name":"Lisbety Artiles Peralta","members_type":"PRO","lead_status":"Refused","new_member_date_2":"2020-02-21","city_1":"Laval","time_zone":"2","province":"QC","language":"English","phone_2":"5149743585","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"30 May 2025 VM\r\n11 September 2025 VM\n2026 May 19 user declined to renew and did not provide reason.","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T10:51:58-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25P00357","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-06-01","last_act_type":"2025-01-07","pcl_status":"P","pcl_completion_date":"2020-12-27","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":"2022-03-04","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"lartiles.peralta@gmail.com","pcl_completion_date_5":"2025-12-27","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","thewithdrawaldate":"2025-04-02","aitm_status_called":"2026-05-19T10:51:58-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The user declined to continue the conversation and did not provide a reason for not renewing their membership.","aitm_callsummarytitle":"User declined to renew membership","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"User declined to provide a reason for not renewing.","initialvalue":"Other","othermemberbenefit":"User did not specify.","old_int_code":"6","prootherreasonsnottorenew":"User did not specify reason.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","old_do_id":"L25P00357","session_id":"call_468f91840def5f4e290cb756262","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_468f91840def5f4e290cb756262","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"9744","email":"msehrawat85@gmail.com","first_name":"Monika","last_name":"Sehrawat","phone":"6472740398","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07442","full_name":"Monika Sehrawat","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"296254","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503325","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":"2021-01-04","temp_do_id_for_auto_old_do_id":"L25C07442","phone_2":"6472740398","last_act_type":"2020-12-31","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 24 2025 call back later","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T09:16:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"msehrawat85@gmail.com","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
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{"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":"2026-05-25","last_act_type":"2026-05-25","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","pcp_we":"APPROVED","npi_email_temp":"archanaraul@hotmail.com","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"237429","no_email_solicitation":"False","pds_march":"10","area_code":"902","time_zone":"1","intcode":"06","blocnote":"May 4 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T10:22:00-04:00","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":"06","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":"31","pds_september":"10","last_infoline_date_type":"2025-10-15","last_conf_date_type":"2024-06-19","last_act_type":"2026-04-23","telemarketing_call_date":"2026-05-04","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","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"9790","email":"lennis.isberg@gmail.com","first_name":"Lennis","last_name":"Isberg","phone":"7808140178","orgname":"","customer_acct_name":"","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A00118","province":"BC","full_name":"Lennis Isberg","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-04-04","individual_id":"310317","area_code":"781","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00450","time_zone":"4","members_type":"AST","new_member_date_2":"2022-02-18","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","canceldate":"2023-04-04","no_email_solicitation":"FALSE","intcode":"06","blocnote":"may 20 2025 vm  Aug 12 2025 vm\r\nLN Nov 3 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 voicemail reached, no contact made\n2026 May 11 voicemail reached, no human contact\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human answer\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact with Lennis\n2026 May 15 voicemail reached, no contact with Lennis","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00118","temp_intcode_for_auto_old_int_code":"6","phone_2":"7808140178","last_act_type":"2022-03-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lennis.isberg@gmail.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Lennis, 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","session_id":"call_b1ad8ed81fba9c9e5f8661182c5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b1ad8ed81fba9c9e5f8661182c5"}},"seriesid":"163"}
{"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, TMAI","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\n2026 May 08 voicemail reached, no conversation\n2026 May 08 voicemail reached, no live contact\n2026 May 11 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no conversation with contact\n2026 May 13 call reached voicemail\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:40-04:00","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":"L25A02881","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-03-07","last_act_type":"2025-03-07","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","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:46-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Tony Brick but went to voicemail after a brief greeting 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","session_id":"call_960135cefd1ac1198e511fd04ef","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_960135cefd1ac1198e511fd04ef"}},"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":"2026-03-17","company_paid_thru":"2026-12-31","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","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","latest_paid_thru":"2026-12-31"}},"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, AI Contacts sent to TM 2026, 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":"2025-08-12","last_act_type":"2025-08-12","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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"9667","email":"sally.tieu@ingenico.com","first_name":"Sally","last_name":"Sien Tieu","phone":"9052129464","orgname":"Ingenico Canada Ltd","customer_acct_name":"Ingenico Canada Ltd","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501184","province":"ON","full_name":"Sally Sien Tieu","language":"English","origin":"2023 lapsed Members","domain_1":"ingenico.com","lapsed_expiration_date":"2022-11-02","individual_id":"13658","area_code":"905","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETP00031","time_zone":"2","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-11-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T10:24:00-05:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"7","paid_thru":"2022-08-31","new_member_date_2":"2001-01-15","temp_do_id_for_auto_old_do_id":"LB2501184","temp_intcode_for_auto_old_int_code":"6","pds_august":"7","phone_2":"9054171052","pds_september":"7","last_infoline_date_type":"2019-03-29","last_act_type":"2023-02-28","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"sally.tieu@ingenico.com","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"30055","email":"richard_julie@hotmail.com","first_name":"Julie","last_name":"Richard","phone":"4506191763","orgname":"Theratechnologies","customer_acct_name":"Theratechnologies","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1192","full_name":"Julie Richard","members_type":"AST","city_1":"La Prairie","province":"QC","language":"French","phone_2":"4506191763","lead_status":"Member","new_member_date_2":"2014-09-23","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"64861","cpa_certification":"SCP","no_email_solicitation":"False","pds_march":"3","time_zone":"2","intcode":"16","pipeline_1_lapsed_members":"","pds_may":"3","cert_status":"WITHDRAWN_CPE","pds_july":"3","paid_thru":"2026-08-31","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST1192","temp_intcode_for_auto_old_int_code":"16","pds_september":"3","last_infoline_date_type":"2022-11-21","last_act_type":"2025-07-14","blocnote":"AI.16 OCT 2025 BV","dhmsfin_telemarketing_last_contacted_date":"2025-10-27T11:52:00-04:00","telemarketing_call_date":"2025-10-27","old_int_code":"08","pf2_status":"P","pf2_completion_date":"2013-02-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-10-01","number_of_passed_courses":"2","pds_october":"3","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:29-05:00","pds_november":"3","npi_email_temp":"richard_julie@hotmail.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"5940","email":"canmex@hotmail.com","first_name":"Linda","last_name":"Cordova","phone":"2049551897","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07402","city_1":"Winnipeg","province":"MB","full_name":"Linda Gomez Cordova","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-12-05","lapsed_expiration_date":"2022-03-02","individual_id":"296363","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502793","time_zone":"3","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2021-01-07","temp_do_id_for_auto_old_do_id":"L25C07402","phone_2":"2049551897","last_act_type":"2021-06-01","pcl_status":"F","pcl_completion_date":"2021-05-03","number_of_passed_courses":"0","intcode":"10","blocnote":"LNC Nov 6 2025 call after 5 pm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T14:39:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","trc":"False","wera":"False","npi_email_temp":"canmex@hotmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"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":"2024-12-03","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"tsalamanca@stobergroup.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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, AI Contacts sent to TM 2026, 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":"2026-06-03","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","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","latest_paid_thru":"2026-12-31"}},"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":"2022-03-11","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","latest_paid_thru":"2023-10-31"}},"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","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"30894","email":"chet.ap.singh@gmail.com","first_name":"Chet","last_name":"Singh","phone":"5193426464","orgname":"Chef on Call","customer_acct_name":"Chef on Call","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332797","full_name":"Chet Singh","members_type":"CAND","do_id":"L25C00324","city_1":"Cambridge","province":"ON","language":"English","phone_2":"2265076609","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-05","area_code":"519","time_zone":"2","canceldate":"2025-03-04","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:14:00-05:00","paid_thru":"2024-12-31","notrenewedother":"Phone cannot be recovered","old_int_code":"16","temp_do_id_for_auto_old_do_id":"L25C00324","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-01-23","pcl_status":"F","pcl_completion_date":"2024-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"chet.ap.singh@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2024-12-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"233459","no_email_solicitation":"False","area_code":"440","time_zone":"2","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T13:55:00-04:00","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":"2026-05-06","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","latest_paid_thru":"2026-10-31"}},"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":"2017-05-06","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","latest_paid_thru":"2020-04-30","company_paid_thru":"2020-04-30","corp_cancel_date":"2020-07-03","company_status":"I"}},"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, TMAI","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\n2026 May 25 callback scheduled for 2026-05-26 16:00\n2026 May 26 call reached Paulino but call back requested with no specific time given","dhmsfin_telemarketing_last_contacted_date":"2026-05-26T16:32:09-04:00","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":"03","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":"03","last_act_type":"2025-02-06","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-26T16:32:09-04:00","number_of_call_attempts":"0","npi_call_back_date_and_time":"2026-05-26T16:00:00-04:00","npi_call_back_time_hour":"16","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent called Paulino regarding the lapse of their Professional membership but Paulino was busy and requested to call back later without providing a specific time. The agent acknowledged and ended the call politely, planning to try again another time.","aitm_callsummarytitle":"Call back requested, no renewal discussion","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"10","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c1de520a98ac3f4aadfb977d316","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c1de520a98ac3f4aadfb977d316","number_of_total_call_attempts":"2","number_of_calls_reached":"1"}},"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, AI Contacts sent to TM 2026, 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":"2026-04-22","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":"31\/03\/2027","company_paid_thru":"2027-03-31","latest_paid_thru":"2027-03-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"8874","email":"akbardata.ca@gmail.com","first_name":"Akbar","last_name":"Mohammed","phone":"6478319757","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":"Akbar Mohammed","language":"English","origin":"Lapsed Spring 2024","individual_id":"319901","region":"CDN","lead_status":"Refused","old_do_id":"L25C06439","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6478319757","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T09:11:00-05:00","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":"No","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"I would have liked to talk to senior people in field not on same level.","membershipcost":"Yes","membershipcostspecify":"It was kind of expensive that was another reason why I did not renew.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Yes, I am now in IT","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","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Nov 6 2025 vm","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-01-06","temp_do_id_for_auto_old_do_id":"L25C06439","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":"F","pf1_completion_date":"2023-07-26","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":"akbardata.ca@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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","latest_paid_thru":"2022-01-31","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8948","email":"tanya-anne.ouimet@nac-cna.ca","first_name":"Tanya-Anne","last_name":"Ouimet","phone":"3439986362","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02352","province":"ON","full_name":"Tanya-Anne Ouimet","language":"English","origin":"2023 lapsed Members","domain_1":"nac-cna.ca","lapsed_expiration_date":"2022-06-02","individual_id":"300634","area_code":"343","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500779","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","new_member_date_2":"2021-05-04","no_email_solicitation":"FALSE","intcode":"06","blocnote":"May 13 2025 no answer\r\nJuly 16 2025 vm\r\nLN Sept 24 2025 vm\n2026 May 08 call reached uninitialized voicemail, no contact made.\n2026 May 08 voicemail reached, no contact with Tanya-Anne Ouimet\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no message left\n2026 May 13 call reached uninitialized voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached uninitialized voicemail service\n2026 May 15 reached voicemail, no human contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A02352","temp_intcode_for_auto_old_int_code":"6","phone_2":"6138087098","last_act_type":"2021-01-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tanya-anne.ouimet@nac-cna.ca","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:40-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent called the contact Tanya-Anne on behalf of the National Payroll Institute but reached voicemail. The agent left a message and did not speak with a human.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Call reached uninitialized voicemail, no contact made.","initialvalue":"Other","othermemberbenefit":"No interaction to determine.","astotherreasonsnottorenew":"No contact was made due to voicemail.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d4f9497305712b03f19afc78842","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d4f9497305712b03f19afc78842"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"2026-05-01T11:12:00-04:00","blocnote":"May 1 2026 not in","nationalconferenceattend":"No","intcode":"06","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN","old_int_code":"99","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":"06","last_infoline_date_type":"2017-08-17","last_act_type":"2026-10-02","telemarketing_call_date":"2026-05-01","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","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"31375","email":"evspace@gmail.com","first_name":"Erica","last_name":"Valentine","phone":"","orgname":"","customer_acct_name":"","tags":"WR250312, 250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"144735","full_name":"Erica Valentine","members_type":"CAND","city_1":"Bancroft","province":"ON","phone_2":"6472206525","found":"DO11 Email","new_member_date_2":"2024-10-21","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"647","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2023-05-02","cert_status":"PENDING","pds_july":"3","cpa_certification":"PCP","paid_thru":"2026-09-30","pds_august":"3","pds_september":"3","last_act_type":"2025-09-28","pcl_status":"P","pcl_completion_date":"2025-03-07","pf1_status":"P","pf1_completion_date":"2015-04-27","pf2_status":"P","pf2_completion_date":"2015-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-08-06","number_of_passed_courses":"4","pds_october":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pds_november":"3","temp_do_id_for_auto_old_do_id":"LB2505133","npi_email_temp":"evspace@gmail.com","pcl_completion_date_5":"2030-03-07","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"10881","email":"pat.yantha@wdgpublichealth.ca","first_name":"Pat","last_name":"Yantha","phone":"5198462715","orgname":"Wellington-Dufferin-Guelph Health Unit","customer_acct_name":"Wellington-Dufferin-Guelph Health Unit","tags":"CSV imported, 250217 Lapsed, NPIdealed, 250526 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00360","province":"ON","extension_phone_1":"4342","full_name":"Pat Yantha","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2004-03-29","domain_1":"wdgpublichealth.ca","lapsed_expiration_date":"2023-05-02","individual_id":"27822","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":"2025-05-22T13:12:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00360","temp_intcode_for_auto_old_int_code":"16","cert_status":"WITHDRAWN_CPE","organization_id":"73452","cpa_certification":"PCP","pds_august":"6","phone_2":"5197449454","pds_september":"6","last_infoline_date_type":"2022-06-04","last_act_type":"2025-04-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-12-04","number_of_passed_courses":"1","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"pat.yantha@wdgpublichealth.ca","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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","latest_paid_thru":"2022-12-31"}},"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, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Marichelle Ferriman","members_type":"AST","do_id":"L25A03100","new_member_date_2":"2025-03-20","city_1":"Oshawa","province":"ON","language":"English","phone_2":"9052593778","lead_status":"Lapsed Member","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm\r\nMay 8 2026 vm\r\nMay 13 2026 vm\r\nMay 20 2026 vm\r\nMay 22 2026 vm\r\nMay 25 2026 vm\r\nMay 28 2026 vm\r\nJune 1 2026 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":"2026-06-01T16:04:00-04:00","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":"L25A03100","temp_intcode_for_auto_old_int_code":"6","pds_september":"1","last_infoline_date_type":"2025-12-18","last_act_type":"2025-12-18","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","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","old_do_id":"AST1901","ln_entered_date":"2026-05-03","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:44-04:00","number_of_call_attempts":"8","number_of_total_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 human answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fba6523e69efa48b8e8b6e5184c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fba6523e69efa48b8e8b6e5184c","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"8933","email":"funmilayo_oladimeji@yahoo.com","first_name":"Funmilayo","last_name":"Oladimeji","phone":"4034538974","orgname":"OLAD CGA Professional Corp.","customer_acct_name":"OLAD CGA Professional Corp.","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":"L25A02159","full_name":"Funmilayo Oladimeji","language":"English","origin":"Lapsed Spring 2024","individual_id":"176002","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502463","time_zone":"4","province":"AB","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","cpa_certification":"PCP","new_member_date_2":"2011-02-09","no_email_solicitation":"FALSE","pds_march":"1","cert_status":"WITHDRAWN_CPE","intcode":"10","blocnote":"Mar 11 2025 vm\r\nMar 18 2025 vm\r\nMar 27 2025 vm\r\nApril 7 2025 vm\r\nApril 16 2025 vm\r\nApril 29 2025 vm\r\nMay 7 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 18 2025 vm\n2026 May 08 call reached voicemail, no message left\n2026 May 08 contact answered but is sick and requested callback in a month or two","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","pds_july":"1","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A02159","temp_intcode_for_auto_old_int_code":"10","pds_august":"1","phone_2":"7808040303","pds_september":"1","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-11-16","pf1_status":"P","pf1_completion_date":"2011-01-07","pf2_status":"P","pf2_completion_date":"2011-02-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-12-23","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"funmilayo_oladimeji@yahoo.com","pcl_completion_date_5":"2015-11-16","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:26:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Funmilayo and informed her about her lapsed membership. Funmilayo expressed that she is currently sick and requested a callback in a month or two. The agent acknowledged and ended the call courteously.","aitm_callsummarytitle":"Callback requested due to illness","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4854ffb089efeacf7721569c417","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4854ffb089efeacf7721569c417","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30028","email":"krista.rehurek@videotron.ca","first_name":"Krista","last_name":"Rehurek","phone":"8035267918","orgname":"Oyster HR","customer_acct_name":"Oyster HR","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert19, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1183","full_name":"Krista Anne Rehurek","members_type":"AST","city_1":"Laval","province":"QC","language":"English","phone_2":"8009279801","lead_status":"Renewed APX","new_member_date_2":"2023-11-28","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"155031","no_email_solicitation":"False","pds_march":"2","area_code":"514","time_zone":"2","intcode":"0","blocnote":"May 8 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:12:00-04:00","pipeline_1_lapsed_members":"","pds_may":"2","pds_july":"2","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST1183","temp_intcode_for_auto_old_int_code":"08","pds_september":"2","last_infoline_date_type":"2026-04-13","last_act_type":"2026-04-13","telemarketing_call_date":"2026-05-08","pcl_status":"P","pcl_completion_date":"2009-12-09","pf1_status":"P","pf1_completion_date":"2010-05-20","date_of_renewal_identification":"2025-10-30","number_of_passed_courses":"2","pds_october":"2","old_int_code":"08","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:56-05:00","pds_november":"2","npi_email_temp":"krista.rehurek@videotron.ca","pcl_completion_date_5":"2014-12-09","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"10323","email":"rachel_hz@hotmail.com","first_name":"Xiaorong","last_name":"Yang","phone":"5146315216","orgname":"Shopper+ Inc.","customer_acct_name":"Shopper+ 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":"Xiaorong Yang","language":"English","origin":"Lapsed Spring 2024","individual_id":"318674","area_code":"514","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25C07616","time_zone":"2","province":"QC","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-01-05","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":"2023-10-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:39:00-05:00","new_member_date_2":"2022-11-14","temp_do_id_for_auto_old_do_id":"LB2506876","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-11-11","pcl_status":"P","pcl_completion_date":"2023-02-23","pf1_status":"F","pf1_completion_date":"2023-04-30","number_of_passed_courses":"1","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":"LB2506876","npi_email_temp":"rachel_hz@hotmail.com","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"10795","email":"ouellech@hotmail.com","first_name":"Christina","last_name":"Ouellette Michaud","phone":"5064521723","orgname":"New Brunswick Teachers' Federation","customer_acct_name":"New Brunswick Teachers' Federation","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500614","province":"NB","full_name":"Christina Ouellette Michaud","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"256839","area_code":"506","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00204","time_zone":"1","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-11-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 16 2025 vm\r\nLN \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T16:36:00-05:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"3","paid_thru":"2022-08-31","new_member_date_2":"2017-10-02","temp_do_id_for_auto_old_do_id":"LB2500614","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","phone_2":"5064708954","pds_september":"3","last_infoline_date_type":"2022-01-28","last_conf_date_type":"2021-06-09","last_act_type":"2023-06-03","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":"2018-06-01","number_of_passed_courses":"4","pds_october":"3","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"3","npi_email_temp":"ouellech@hotmail.com","pcl_completion_date_5":"2023-04-01","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","blocnote":"May 4 2026 completed with both emails sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T10:28:00-04:00","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":"Yes","resourcevisitedselfreport":"Last 7 days","intcode":"31","full_name_2":" ","paid_thru":"2026-09-30","old_int_code":"99","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":"31","last_infoline_date_type":"2026-04-24","last_act_type":"2026-04-24","sendpreexpirationemail":"2025-10-21T10:02:00-04:00","number_of_passed_courses":"0","date_of_renewal_identification":"2025-11-22","telemarketing_call_date":"2026-05-04","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2026-05-04T10:27:50-04:00","npi_email_temp":"angela.bechamp@fundypros.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","sendaigeneral":"2026-05-04T10:27:00-04:00","sendaiemail":"2026-05-04T10:27:49-04:00","sendcandapplicationform":"2026-05-04T10:27:00-04:00","phone_2":"","extension_phone_1":"","last_engaged_date":"2026-05-04"}},"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, TMAI","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":"15","blocnote":"Aug 13 2025 Working call after business hours.Winnipeg time.\n2026 May 08 call reached voicemail\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call initiated, brief conversation with Holly, call ended abruptly","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:50-04:00","temp_do_id_for_auto_old_do_id":"L25A02375","temp_intcode_for_auto_old_int_code":"15","pds_august":"3","phone_2":"2049967046","pds_september":"3","last_act_type":"2021-11-02","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","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:31:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent reached Holly and initiated a conversation regarding her lapsed Associate membership with the National Payroll Institute. However, the call was very brief and ended abruptly without further discussion or resolution.","aitm_callsummarytitle":"Brief call with Holly about lapsed membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e64be00a1dadbd79be389419977","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e64be00a1dadbd79be389419977","mini_nps":"3","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2026-02-28"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"2026-05-08T13:12:00-04:00","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":"2026-05-08","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","latest_paid_thru":"2026-12-31"}},"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","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"30975","email":"grace.p487@gmail.com","first_name":"Gazat","last_name":"Pa","phone":"4037194300","orgname":"ABM College","customer_acct_name":"ABM College","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333178","full_name":"Gazat Pa","members_type":"CAND","do_id":"L25C00367","city_1":"Calgary","province":"AB","language":"English","phone_2":"4039912387","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-11","area_code":"403","time_zone":"4","canceldate":"2025-03-04","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T17:39:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00367","temp_intcode_for_auto_old_int_code":"06","old_int_code":"7","last_act_type":"2024-10-01","pcl_status":"P","pcl_completion_date":"2024-03-19","pf1_status":"F","pf1_completion_date":"2024-05-23","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"grace.p487@gmail.com","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call went to voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact answer\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:48-04:00","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":"2021-10-05","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","latest_paid_thru":"2022-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:25-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was very brief and ended quickly as it went to voicemail without any conversation.","aitm_callsummarytitle":"Voicemail reached, no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c1b39b13f2c9d9947d3caae5c7c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c1b39b13f2c9d9947d3caae5c7c"}},"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":"2024-01-03","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","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"8820","email":"kayla.huddart@element.com","first_name":"Kayla","last_name":"Huddart","phone":"9058224111","orgname":"Element Materials Technology","customer_acct_name":"Element Materials Technology","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"do_id":"L25O01643","province":"ON","full_name":"Kayla Huddart","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2001-11-15","domain_1":"element.com","lapsed_expiration_date":"2022-10-04","individual_id":"271116","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501142","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"07","blocnote":"May 13 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T09:26:00-05:00","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25O01643","temp_intcode_for_auto_old_int_code":"07","organization_id":"51375","pds_august":"1","phone_2":"6475156489","pds_september":"1","last_infoline_date_type":"2022-04-25","last_act_type":"2022-12-09","pcl_status":"F","pcl_completion_date":"2021-10-10","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","old_int_code":"6","npi_email_temp":"kayla.huddart@element.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31","company_paid_thru":"2022-07-31","corp_cancel_date":"2022-10-04","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-27","company_status":"I"}},"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":"payrollcompliance visited, payroll.ca visited, Mem241023, Member portal, 250205 AST Members, NPIdealed, inPipeline2, 250903 Update AST from Mem Portal, npiAlert20, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","no_email_solicitation":"False","intcode":"31","blocnote":"April 30 2026 Send emails for AI and asst. to cand.","dhmsfin_telemarketing_last_contacted_date":"2026-04-30T18:37:00-04:00","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":"31","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":"Yes","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":"2026-04-30","number_of_passed_courses":"0","old_int_code":"99","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2026-04-30T18:36:41-04:00","npi_email_temp":"aford@alltech.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","sendaigeneral":"2026-04-30T18:36:00-04:00","sendaiemail":"2026-04-30T18:36:41-04:00","sendcandapplicationform":"2026-04-30T18:36:00-04:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months"}},"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, TMAI","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":"16","blocnote":"May 20 2025 Michelle Racicot has not work there in 5 years. Asked that phone number be removed.\n2026 May 13 - Contact did not engage; said they don't know caller. Call disconnected.\n2026 May 15 contact informed Michelle Racicot does not work there, no new contact info provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T12:06:42-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25P00007","temp_intcode_for_auto_old_int_code":"16","phone_2":"2044612022","last_act_type":"2023-05-04","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","trc":"False","wera":"False","npi_email_temp":"mracicot87@hotmail.ca","pcl_completion_date_5":"2016-03-30","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","thewithdrawaldate":"2023-01-05","aitm_status_called":"2026-05-15T12:06:42-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Michelle Racicot but was informed by the user that Michelle does not work there and no new contact information was available. The call ended shortly after with no further action taken.","aitm_callsummarytitle":"Contact Not Found at Number","notrenewedwanttorenew":"No","onesentencenotrenewed":"I have no clue who you are.","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8454290b609cbece991c7ea016e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8454290b609cbece991c7ea016e","number_of_calls_reached":"2"}},"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":"2021-02-06","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","latest_paid_thru":"2022-04-30"}},"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, 260522 Lapsed DEL","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":"2026-05-28","organization_id":"248362","individual_id":"248364","temp_do_id_for_auto_old_do_id":"LB2506487","extension_phone_1":"105","last_infoline_date_type":"2024-11-04","last_act_type":"2024-11-04","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","latest_paid_thru":"2026-11-30","company_status":"A"}},"seriesid":"163"}
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{"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","latest_paid_thru":"2023-12-31"}},"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, AI Contacts sent to TM 2026, 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":"2026-02-17","last_act_type":"2026-02-17","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","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"9750","email":"iv500.hrmgr@innvesthotels.com","first_name":"Katy","last_name":"Hardie","phone":"5196796111","orgname":"Delta London Armouries","customer_acct_name":"Delta London Armouries","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00066","province":"ON","full_name":"Katy Hardie","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1996-02-01","domain_1":"innvesthotels.com","lapsed_expiration_date":"2023-05-02","individual_id":"120399","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00018","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm Cheryl the controller\r\nLN Oct 6 2025 vm Katy","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T15:19:00-05:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00066","temp_intcode_for_auto_old_int_code":"6","organization_id":"10721","pds_august":"6","pds_september":"6","last_act_type":"2023-04-13","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"iv500.hrmgr@innvesthotels.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9748","email":"sandi_crawford@hotmail.com","first_name":"Sandi","last_name":"Crawford","phone":"9057918805","orgname":"Monarch Plastics Ltd.","customer_acct_name":"Monarch Plastics Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07569","province":"ON","full_name":"Sandi Crawford","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293305","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500699","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":"2020-10-09","temp_do_id_for_auto_old_do_id":"L25C07569","extension_phone_1":"5120","phone_2":"6472315578","last_act_type":"2020-11-16","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Nov 24 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T09:20:00-05:00","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","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":"Above 61 years","selfpayrollproficiency":"Strong","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"sandi_crawford@hotmail.com","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"28972","email":"ttk@sympatico.ca","first_name":"Karen","last_name":"Woodcock","phone":"6134781211","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01789","full_name":"Karen Woodcock","members_type":"AST","city_1":"Tweed","province":"ON","language":"English","phone_2":"6134783865","lead_status":"Lapsed Member","new_member_date_2":"2021-05-03","pipeline_2_members_only_ast":"","last_engaged_date":"2025-03-28","individual_id":"84089","no_email_solicitation":"True","area_code":"613","time_zone":"2","intcode":"15","blocnote":"may 15 2025 vm  june 2 2025 vm\n2026 Mar 05 call reached voicemail, no human contact\n2026 Mar 05 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail of Karen Woodcock at Gateway Community Health Center\n2026 Mar 09 call reached voicemail, no message left\n2026 Mar 11 call reached voicemail, no message left\n2026 Mar 11 call started but ended quickly after identity confirmation attempt","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T13:06:45-04:00","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-07-04","extension_phone_1":"247","old_do_id":"AST1550","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01789","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-04-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ttk@sympatico.ca","aitm_status_called":"2026-03-11T13:16:45-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Karen but the call was very short and ended abruptly without any further conversation or task completion.","aitm_callsummarytitle":"Unsuccessful call - no conversation","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":"7","old_int_code":"6","number_of_calls_reached":"1","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"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\n2026 May 08 voicemail reached, no contact made\n2026 May 08 call reached voicemail for Jose Minio","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:22-04:00","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","latest_paid_thru":"2025-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:44-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call reached a voicemail for Jose Minio and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached for Jose Minio","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_aa836a85243de793c371e818781","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_aa836a85243de793c371e818781","notrenewedwanttorenew":"No"}},"seriesid":"163"}
{"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, TMAI","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":"06","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 call back later MB time\n2026 May 08 call reached uninitialized voicemail service, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached uninitialized voicemail service, no contact made\n2026 May 13 call reached uninitialized voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached uninitialized voicemail service","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:39-04:00","temp_do_id_for_auto_old_do_id":"L25A02261","temp_intcode_for_auto_old_int_code":"06","phone_2":"2042968166","last_act_type":"2022-03-31","old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"t.winnipeg73@yahoo.ca","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:46-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to an uninitialized voicemail service.","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","session_id":"call_7c90f2c689ee10d83dfa13c48b9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7c90f2c689ee10d83dfa13c48b9","mini_nps":"1","onesentencenotrenewed":"No contact was reached as the call went to an uninitialized voicemail service."}},"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":"2023-03-11","last_act_type":"2026-11-05","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","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","latest_paid_thru":"2026-07-31","cpa_certification":"SCP"}},"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":{"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","pcl_completion_date_5":"2023-10-21","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"28997","email":"ismail.amoor@gmail.com","first_name":"Ismail","last_name":"Amoor","phone":"5199450770","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":"Ismail Amoor","members_type":"CAND","city_1":"Windsor","province":"ON","language":"English","phone_2":"6472898417","lead_status":"Lapsed Member","new_member_date_2":"2025-01-23","pipeline_2_members_only_ast":"","individual_id":"319395","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"519","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","last_engaged_date":"2025-05-29","resources_tools_may":"1","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":"L25C08806","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":"2023-03-06","pf1_status":"P","pf1_completion_date":"2023-02-26","pf2_status":"P","pf2_completion_date":"2023-03-19","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":"L25C08806","old_do_id":"LB2505492","npi_email_temp":"ismail.amoor@gmail.com","date_of_renewal_identification":"","ln_entered_date":"2026-02-02","canceldate":"2026-03-03","pcl_completion_date_5":"2028-03-06","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"8853","email":"grace.tsang@ottawa.ca","first_name":"Grace","last_name":"Tsang","phone":"6135802424","orgname":"OC Transpo","customer_acct_name":"OC Transpo","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06862","province":"ON","extension_phone_1":"52346","full_name":"Grace Tsang","language":"English","origin":"2023 lapsed Members","domain_1":"ottawa.ca","lapsed_expiration_date":"2023-01-05","individual_id":"286289","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500852","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":"2020-03-03","temp_do_id_for_auto_old_do_id":"L25C06862","phone_2":"6138621279","last_act_type":"2026-01-15","pcl_status":"F","pcl_completion_date":"2020-08-02","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"F","pf2_completion_date":"2021-08-18","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"grace.tsang@ottawa.ca","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"7874","email":"tgeorge@cafn.ca","first_name":"Patricia","last_name":"George","phone":"8676344207","orgname":"Champagne-Aishihik First Nations","customer_acct_name":"Champagne-Aishihik First Nations","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O01949","full_name":"Patricia George","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"1998-04-15","domain_1":"cafn.ca","individual_id":"70875","area_code":"867","never_call":"NEVER CALL BACK AGAIN","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502009","time_zone":"4","province":"YT","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25O01949","organization_id":"13260","pds_august":"7","members_type":"CORP","pds_september":"7","last_act_type":"2020-12-22","intcode":"06","blocnote":"LN Oct 15 2025 vm msg not authorize to dial number","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T15:53:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"tgeorge@cafn.ca","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","company_paid_thru":"2020-10-31","corp_cancel_date":"2021-01-06","company_status":"I"}},"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":"260522 Lapsed DEL","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":"2026-05-28","old_do_id":"L25O02172","old_int_code":"2","last_act_type":"2025-12-03","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","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
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{"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"193294","canceldate":"2021-04-02","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:17:00-04:00","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-01T17:51:00-04:00","nationalconferenceattend":"No","pipeline_1_lapsed_members":"Renewed lapsed","old_int_code":"31","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":"06","last_act_type":"2025-07-11","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":"2026-05-01","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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"9594","email":"daianasenibalo26@gmail.com","first_name":"Daiana","last_name":"Senibalo","phone":"4039666941","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07552","full_name":"Daiana Joy Senibalo","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"274107","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503151","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":"2019-03-21","temp_do_id_for_auto_old_do_id":"L25C07552","phone_2":"4039666941","last_act_type":"2020-07-10","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","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"daianasenibalo26@gmail.com","pcl_completion_date_5":"2024-06-16","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
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{"contact":{"id":"29477","email":"payroll@weyburn.ca","first_name":"Cherise","last_name":"Tenold","phone":"3068483233","orgname":"City of Weyburn","customer_acct_name":"City of Weyburn","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, npiAlert18","ip4":"127.0.0.1","fields":{"full_name":"Cherise Tenold","members_type":"AST","city_1":"Weyburn","province":"SK","language":"English","phone_2":"3068978001","lead_status":"Not Relevant","new_member_date_2":"2024-12-18","pipeline_2_members_only_ast":"","individual_id":"345600","no_email_solicitation":"False","area_code":"306","time_zone":"3","old_do_id":"AST2206","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"Sept 8 2025 completed \r\nemail updated to payroll@weyburn.ca","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T12:29:00-04:00","organization_id":"75113","sendwelcomeapplicationform":"2025-09-17T12:30:00-04:00","regular_email_change_date":"2025-09-17T12:30:48-04:00","date_of_renewal_identification":"2025-10-25","temp_do_id_for_auto_old_do_id":"LB2506807","temp_intcode_for_auto_old_int_code":"99","onesentencenotrenewed":"","source_of_membership":"Recom","job_title":"PayrollAdmin","payroll_experience_in_years":"0-1","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","old_int_code":"25","sendseptemail":"2025-09-17T13:14:00-04:00","sendaidate":"2025-09-17T13:14:58-04:00","last_act_type":"2026-03-13","company_paid_thru":"2026-05-31","telemarketing_call_date":"2025-09-17","canceldate":"2025-10-17","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506807","npi_email_temp":"payroll@weyburn.ca","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","company_status":"A"}},"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, npiAlert14, 260522 Lapsed DEL","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":"Lapsed DEL","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-05-26","full_name":"Tracey Neifer","organization_id":"270013","language":"English","time_zone":"2","extension_phone_1":"107","area_code":"519","individual_id":"348944","company_paid_thru":"2027-02-28","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\/2027","latest_paid_thru":"2027-02-28","corp_cancel_date":"2023-02-02","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"8887","email":"chrystelledunn@yahoo.com","first_name":"Chrystelle","last_name":"Dunn","phone":"6138434292","orgname":"RCMP","customer_acct_name":"RCMP","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2502045","full_name":"Chrystelle Dunn","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2015-10-05","area_code":"613","region":"CDN","lead_status":"Refused","old_do_id":"C16148","time_zone":"2","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2020-12-02","individual_id":"237998","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":"2020-09-30","new_member_date_2":"2015-10-05","temp_do_id_for_auto_old_do_id":"LB2502045","temp_intcode_for_auto_old_int_code":"21","phone_2":"6136561534","last_act_type":"2021-02-03","pcl_status":"P","pcl_completion_date":"2016-01-31","pf1_status":"P","pf1_completion_date":"2016-12-25","pf2_status":"P","pf2_completion_date":"2017-06-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-03-07","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"chrystelledunn@yahoo.com","pcl_completion_date_5":"2021-01-31","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10299","email":"yangki.doma@outlook.com","first_name":"Yangki","last_name":"Doma","phone":"6476809544","orgname":"Bob Rumball Centre for the Deaf","customer_acct_name":"Bob Rumball Centre for the Deaf","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"do_id":"L25O01581","province":"ON","full_name":"Yangki Doma, CHRP","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-10-08","domain_1":"bobrumball.org","lapsed_expiration_date":"2022-12-02","individual_id":"293548","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500969","time_zone":"2","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":"2025-09-05T14:05:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01581","temp_intcode_for_auto_old_int_code":"6","phone_2":"6475040151","pcl_status":"P","pcl_completion_date":"2021-04-18","pf1_status":"P","pf1_completion_date":"2021-08-29","pf2_status":"P","pf2_completion_date":"2021-12-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"yangki.doma@outlook.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-27"}},"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, TMAI","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":"15","blocnote":"30 May 2025 VM\r\n10 September 2025 Survey completed - she is retired\n2026 May 11 contact answered and provided initial value for membership as advancing career.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T16:30:23-04:00","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":"15","pds_august":"3","pds_september":"3","last_act_type":"2025-02-06","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-11T16:30:23-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent successfully reached Kim and confirmed her identity before explaining the purpose of the call regarding her lapsed Professional membership. The agent asked the initial value question and began the satisfaction rating question before the call ended abruptly.","aitm_callsummarytitle":"Partial survey with membership lapsed inquiry","initialvalue":"Career","npi_voicemaildetection":"No","old_int_code":"1","ivrdetector":"No","callsequence":"Partial survey with initial questions asked but call ended early","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_46944f05b7241786abef6f91a28","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_46944f05b7241786abef6f91a28","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2022-04-30"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"29429","email":"steevebationo9@gmail.com","first_name":"Steeve","last_name":"Bationo","phone":"8197430797","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, npiAlert13, 250903 Update Lapsed from Mem portal, 250919 NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Steeve Jean Marc Bationo","members_type":"CAND","city_1":"Gatineau","province":"QC","language":"French","phone_2":"8197430797","lead_status":"Renewed Lapsed","new_member_date_2":"2024-06-06","pipeline_2_members_only_ast":"","individual_id":"338576","no_email_solicitation":"False","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2027-01-31","area_code":"819","old_do_id":"AST0094","temp_do_id_for_auto_old_do_id":"L25A01992","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-02-24","number_of_passed_courses":"0","blocnote":"tln.5 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T09:28:00-05:00","trc":"False","wera":"False","npi_email_temp":"steevebationo9@gmail.com","pcl_status":"E","date_of_renewal_identification":"2026-02-25","old_int_code":"06","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"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":"2025-05-08","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","npi_email_temp":"amritjot2136@yahoo.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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":"2024-09-01","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","latest_paid_thru":"2024-12-31"}},"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, 260522 Lapsed DEL","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":"LB2505219","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":"2026-03-30","last_act_type":"2026-03-30","company_paid_thru":"2027-02-28","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","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","latest_paid_thru":"2027-02-28","do_id":"","company_status":"A"}},"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":"2022-09-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lenguillo@deltadfm.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30140","email":"carter.rolfs@conagra.com","first_name":"Carter","last_name":"Rolfs","phone":"4022408950","orgname":"ConAgra Brands Inc.","customer_acct_name":"ConAgra Brands Inc.","tags":"250205 AST Members, WRA250326, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1221","full_name":"Carter Rolfs","members_type":"AST","city_1":"Omaha","province":"NE","language":"English","phone_2":"4022408950","lead_status":"Renewed AST","new_member_date_2":"2015-04-23","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","intcode":"06","blocnote":"May 8 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:29:00-04:00","individual_id":"233962","no_email_solicitation":"False","area_code":"402","time_zone":"3","date_of_renewal_identification":"2025-05-23","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2027-03-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1221","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2023-09-03","last_act_type":"2026-03-02","telemarketing_call_date":"2026-05-08","old_int_code":"99","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"carter.rolfs@conagra.com","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"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","latest_paid_thru":"2024-12-31"}},"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":"AST03272","full_name":"Mitsy Michelle Scott-Hamilton","members_type":"AST","city_1":"Dundalk","province":"ON","language":"English","phone_2":"6476572648","lead_status":"Renewed AST","new_member_date_2":"2019-10-16","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"276456","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"99","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":"Renewed lapsed","cert_status":"PENDING","paid_thru":"2027-04-30","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":"AST03272","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-07-05","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":"2026-05-08","telemarketing_call_date":"2026-03-18","regular_email_change_date":"2025-11-10T11:34:14-05:00","trc":"True","wera":"False","old_do_id":"L25A02738","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":"15","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\/04\/2027","latest_paid_thru":"2027-04-30","ai_entered_date":"2026-05-08"}},"seriesid":"163"}
{"contact":{"id":"29007","email":"kellyshao1108@yahoo.ca","first_name":"Hong","last_name":"Shao","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1301","full_name":"Hong (Kelly) Shao","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","phone_2":"6047713680","lead_status":"Renewed APX","new_member_date_2":"2021-02-04","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"203969","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","time_zone":"5","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T12:18:00-04:00","pipeline_1_lapsed_members":"","pds_may":"1","cert_status":"WITHDRAWN","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":"AST1301","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_act_type":"2026-03-02","telemarketing_call_date":"2026-05-01","pcl_status":"P","pcl_completion_date":"2013-01-18","pf1_status":"P","pf1_completion_date":"2014-01-22","pf2_status":"P","pf2_completion_date":"2015-02-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-02-10","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","sendaidate":"2025-12-01T10:13:53-05:00","pds_november":"1","npi_email_temp":"kellyshao1108@yahoo.ca","date_of_renewal_identification":"2026-02-11","old_int_code":"99","pcl_completion_date_5":"2018-01-18","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8934","email":"gsunbcom@gmail.com","first_name":"Gail","last_name":"Sunshine","phone":"7805184372","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":"L25C07095","full_name":"Gail Sunshine","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"303985","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503186","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7805184372","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:57:00-05:00","paid_thru":"2022-07-31","new_member_date_2":"2021-08-13","temp_do_id_for_auto_old_do_id":"L25C07095","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-12-08","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"gsunbcom@gmail.com","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"242299","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"8","time_zone":"5","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T12:18:00-04:00","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":"2026-03-31","last_engaged_date":"2025-12-02","telemarketing_call_date":"2026-05-01","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","latest_paid_thru":"2027-03-31"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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":"2026-10-04","last_conf_date_type":"2021-06-09","last_act_type":"2026-10-04","company_paid_thru":"2027-01-31","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","latest_paid_thru":"2027-01-31","company_status":"A"}},"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, TMAI","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":"10","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T14:55:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:52-04:00","blocnote":"26 May 2025 Completed\n2026 May 08 voicemail reached, no contact made\n2026 May 08 contact requested callback on Monday afternoon before 4 PM - NPI# not provided","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","last_engaged_date":"2025-05-26","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"06","canceldate":"2025-04-07","cert_status":"PENDING","temp_do_id_for_auto_old_do_id":"L25A01999","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2024-03-05","npi_email_temp":"Sandrakonde4@gmail.com","called_by":"Tri","aitm_status_called":"2026-05-08T10:32:14-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Sandra regarding her lapsed Associate membership with the National Payroll Institute. Sandra requested a callback on Monday afternoon before 4 PM, which the agent scheduled accordingly. The call ended with a polite closing and a confirmed callback appointment.","aitm_callsummarytitle":"Callback Scheduled for Membership Renewal","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f01629728c0e81a056645729014","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f01629728c0e81a056645729014","npi_call_back_date_and_time":"2026-05-11T14:00:00-04:00","npi_call_back_time_hour":"14","npi_call_back_time_minute":"00","mini_nps":"3","onesentencenotrenewed":"Contact requested a callback and did not proceed with renewal or survey questions.","initialvalue":"Other","othermemberbenefit":"Not provided","astotherreasonsnottorenew":"Contact did not provide a reason for not renewing during this call.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"29366","email":"irynaluk@outlook.com","first_name":"Iryna","last_name":"Lukyanenko","phone":"5149465027","orgname":"BillardCA","customer_acct_name":"BillardCA","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A03090","full_name":"Iryna Lukyanenko","members_type":"AST","city_1":"St-Constant","province":"QC","language":"French","phone_2":"","lead_status":"Lapsed Member","new_member_date_2":"2023-03-08","pipeline_2_members_only_ast":"","individual_id":"322396","no_email_solicitation":"False","time_zone":"2","intcode":"02","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25A03090","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2025-09-03","sendaigeneral":"2025-10-15T11:50:00-04:00","blocnote":"MAy 13th, she will send her renewal right now. She is renewing as a student (125$). She could not give a testimony because she does not work in the payroll. She is a student but works part time in a fiscal company and she finds some connection to that, also she loves the NPI webinars relating to technology like AI and other.\r\n29 mai 2026 bv donner a suha  May 29 2026  vm","sendoctoberemail":"2025-10-15T11:50:28-04:00","sendaidatefr":"2025-12-01T10:13:49-05:00","extension_phone_1":"","email2":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-29T09:37:00-04:00","full_name_2":" ","sendmayemail":"2025-10-15T11:51:00-04:00","value_designation":"No","mini_nps":"9","testimonial":"","testimonialagree":"No","testimonialrefusal":"","telemarketing_call_date":"2025-10-15","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","last_engaged_date":"2025-12-30","old_int_code":"03","npi_email_temp":"irynaluk@outlook.com","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","old_do_id":"AST0864","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Iryna multiple times during the call, but the user's speech was mostly inaudible and unclear. The call ended without a successful conversation or completion of any tasks.","aitm_callsummarytitle":"Unsuccessful call - no clear communication","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7d452d6689a97ae56f874336608","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7d452d6689a97ae56f874336608","number_of_calls_reached":"1","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-13T11:49:00-04:00"}},"seriesid":"163"}
{"contact":{"id":"16074","email":"renee.summers@federalfleet.ca","first_name":"Renee","last_name":"Summers","phone":"6133213760","orgname":"Federal Flett Services Inc.","customer_acct_name":"Federal Flett Services Inc.","tags":"Fixed deal, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"province":"ON","extension_phone_1":"4104","full_name":"Renee Summers","language":"English","origin":"2023 lapsed Members","domain_1":"federalfleet.ca","lapsed_expiration_date":"2023-03-02","do_id":"L25C06825","individual_id":"269258","time_zone":"2","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2500821","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2019-01-14","temp_do_id_for_auto_old_do_id":"L25C06825","phone_2":"6138785659","last_act_type":"2023-09-18","pcl_status":"P","pcl_completion_date":"2019-05-06","pf1_status":"P","pf1_completion_date":"2019-08-19","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"renee.summers@federalfleet.ca","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"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":"2023-02-01","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","latest_paid_thru":"2022-07-31"}},"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"29905","email":"priyavithu01@gmail.com","first_name":"Vithusha","last_name":"Rahuwaran","phone":"6476133650","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Vithusha Rahuwaran","members_type":"CAND","city_1":"Brampton","province":"ON","language":"English","phone_2":"6476133650","lead_status":"Lapsed Member","new_member_date_2":"2024-12-13","pipeline_2_members_only_ast":"","individual_id":"305771","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"26 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T10:44:00-04:00","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":"L25C08586","temp_intcode_for_auto_old_int_code":"6","onesentencenotrenewed":"AST->CAND","last_act_type":"2024-12-13","pcl_status":"P","pcl_completion_date":"2021-11-14","pf1_status":"P","pf1_completion_date":"2021-12-12","pf2_status":"P","pf2_completion_date":"2022-02-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-13","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"L25C08586","old_do_id":"LB2506851","date_of_renewal_identification":"","npi_email_temp":"priyavithu01@gmail.com","canceldate":"2026-02-03","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"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, AI Contacts sent to TM 2026, 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","latest_paid_thru":"2026-08-31"}},"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","latest_paid_thru":"2024-12-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"343090","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"06","blocnote":"May 6 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T11:50:00-04:00","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":"2026-05-06","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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"29476","email":"lmacpherson@novacapitalinc.ca","first_name":"Linda","last_name":"MacPherson","phone":"9027352257","orgname":"Nova Captial Incorp.","customer_acct_name":"Nova Captial Incorp.","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST0886","full_name":"Linda MacPherson, CPA","members_type":"AST","city_1":"Antigonish","province":"NS","language":"English","phone_2":"9028700504","lead_status":"Renewed APX","new_member_date_2":"2019-04-11","last_engaged_date":"2026-05-13","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","blocnote":"May 5 2026 in a meeting\r\nMay 8 2026 vm\r\nMay 13 2026 Survey completed - webinar and renewal emails","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T11:24:00-04:00","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","sendpreexpirationemail":"2026-05-13T11:24:00-04:00","individual_id":"136787","canceldate":"2013-12-03","no_email_solicitation":"False","pds_march":"1","area_code":"902","time_zone":"1","intcode":"02","pipeline_1_lapsed_members":"","pds_may":"1","pds_july":"1","paid_thru":"2027-03-31","old_int_code":"06","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","sendjulyemail":"2025-09-12T15:17:00-04:00","sendmayemail":"2025-09-12T15:17:00-04:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST0886","temp_intcode_for_auto_old_int_code":"02","pds_september":"1","last_infoline_date_type":"2024-01-25","last_act_type":"2026-05-14","telemarketing_call_date":"2026-05-13","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":"lmacpherson@novacapitalinc.ca","apx_entered_date":"2026-02-13","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","testimonial":"NA","renewal_refusal_reasons":"","sendapxapplicationform":"2026-05-13T11:24:00-04:00","date_of_renewal_identification":"2026-05-16"}},"seriesid":"163"}
{"contact":{"id":"10908","email":"patsy.erickson@accdatacomputers.com","first_name":"Patsy","last_name":"Erickson","phone":"5872999444","orgname":"1900823 Alberta Ltd.","customer_acct_name":"1900823 Alberta Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Patsy Erickson, CGA","language":"English","origin":"2023 lapsed Members","domain_1":"accdatacomputers.com","lapsed_expiration_date":"2022-04-02","individual_id":"297930","area_code":"587","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"L25C06657","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2022-04-02","organization_id":"315908","paid_thru":"2026-11-30","new_member_date_2":"2021-02-10","temp_do_id_for_auto_old_do_id":"LB2506792","phone_2":"7808328653","last_infoline_date_type":"2026-12-05","last_act_type":"2026-12-05","pcl_status":"F","pcl_completion_date":"2022-12-11","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"99","blocnote":"LNC Nov 25 2025 1st number advised she works remotely.\r\n2nd number vm. ok renewal","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T10:56:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2026-05-28","old_int_code":"24","company_paid_thru":"2026-11-30","do_id":"LB2506792","npi_email_temp":"patsy.erickson@accdatacomputers.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","corp_cancel_date":"2023-10-03","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"8877","email":"kelly.anne.moore11@gmail.com","first_name":"Kelly","last_name":"Moore","phone":"8446443627","orgname":"EMC Power Canada Limited","customer_acct_name":"EMC Power Canada Limited","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06903","province":"ON","full_name":"Kelly Moore, CHRP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"268672","area_code":"844","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500820","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":"2018-10-21","temp_do_id_for_auto_old_do_id":"L25C06903","phone_2":"2262221358","last_act_type":"2021-09-13","pcl_status":"P","pcl_completion_date":"2019-02-03","pf1_status":"P","pf1_completion_date":"2019-05-26","pf2_status":"P","pf2_completion_date":"2019-09-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"kelly.anne.moore11@gmail.com","pcl_completion_date_5":"2024-02-03","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"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":"2024-01-03","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","latest_paid_thru":"2023-09-30"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"20 mai 2026 bv\r\ncompl\u00e9ter 21 mai 2026  envoie 2 courriels","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":"2026-05-21T10:24:00-04:00","intcode":"01","full_name_2":" ","sendmayemail":"2025-10-16T11:56:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"toujours r\u00e9ponse au question tr\u00e8s rapidement .","testimonialagree":"No","testimonialrefusal":"","temp_intcode_for_auto_old_int_code":"01","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":"06","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-21T10:20:00-04:00","sendapxapplicationform":"2026-05-21T10:20:00-04:00"}},"seriesid":"163"}
{"contact":{"id":"29450","email":"avena2612@hotmail.com","first_name":"Mei","last_name":"Tan","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1384","full_name":"Mei Hua Tan","members_type":"AST","city_1":"Newmarket","province":"ON","language":"English","phone_2":"6479887988","lead_status":"Member","new_member_date_2":"2013-12-12","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"194460","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T10:03:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1384","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-09-10","telemarketing_call_date":"2026-05-04","pcl_status":"P","pcl_completion_date":"2012-04-27","pf1_status":"P","pf1_completion_date":"2013-01-07","pf2_status":"P","pf2_completion_date":"2013-04-26","number_of_passed_courses":"3","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:32-05:00","npi_email_temp":"avena2612@hotmail.com","pcl_completion_date_5":"2017-04-27","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"9644","email":"bonne006@gmail.com","first_name":"Yaoning","last_name":"Wang","phone":"6472163138","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":"Yaoning Wang","language":"English","origin":"Lapsed Spring 2024","individual_id":"321346","area_code":"647","region":"CDN","lead_status":"Refused","old_do_id":"L25C06314","time_zone":"2","province":"ON","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 4 2025 She said she could not find a job so will not be continuing.","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T13:23:00-05:00","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":"No","npichallengesspecify":"","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","careerchangespecify":"","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","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2023-02-09","temp_do_id_for_auto_old_do_id":"LB2504526","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-02","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"P","pf2_completion_date":"2023-11-02","number_of_passed_courses":"3","onesentencenotrenewed":"","old_int_code":"01","othermemberbenefit":"","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"","notrenewedother":"","expectationsnotmetspecify":"","membershipcostspecify":"","npivaluenotdeliveredspecify":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","do_id":"LB2504526","npi_email_temp":"bonne006@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"10246","email":"xiaotongli93@gmail.com","first_name":"Xiaotong","last_name":"Li","phone":"2043965982","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07540","full_name":"Xiaotong Li","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"265099","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2503481","pipeline_1_lapsed_members":"Lapsed Members","time_zone":"3","members_type":"CAND","temp_do_id_for_auto_old_do_id":"L25C07540","canceldate":"2021-12-02","new_member_date_2":"2019-10-22","paid_thru":"2021-09-30","province":"MB","phone_2":"2043965982","last_act_type":"2021-10-03","pcl_status":"F","pcl_completion_date":"2021-01-17","pf1_status":"F","pf1_completion_date":"2021-04-26","pf2_status":"F","pf2_completion_date":"2021-04-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"05","blocnote":"LNC Nov 25 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T12:19:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"05","npi_email_temp":"xiaotongli93@gmail.com","pcl_completion_date_5":"2026-01-17","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"33502","email":"baljit@taxfreepeople.com","first_name":"Baljit","last_name":"Dhaliwal","phone":"6045999475","orgname":"T.E.S.T. Services","customer_acct_name":"T.E.S.T. Services","tags":"npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"111563","full_name":"Baljit Dhaliwal","members_type":"PRO","lead_status":"Refused","new_member_date_2":"2018-02-16","city_1":"Surrey","time_zone":"5","province":"BC","language":"English","phone_2":"6045999475","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"April 16 2025 survey completed He said he has info for renewal just was delayed.\r\nLN \/ 21 October 2025 VM\r\nLN \/ 31 October 2025 VM\r\nLN \/ 07 November 2025 VM\r\nLN \/ 12 November 2025 Sent him the e-mail for renewal - he totally forgot to renew\r\nLN \/ 17 December 2025 VM\n2026 May 12 contact declined renewal due to exam requirement, interested in Associate membership details sent - NPI# 33502","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T14:10:27-04:00","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":"I wanted to teach payroll.","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 information on BC. More activities and work shops, more in person dialogue.","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","last_engaged_date":"2026-05-12","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25P00323","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2025-01-07","old_int_code":"10","number_of_passed_courses":"0","sendapplicationform":"2026-05-12T14:15:00-04:00","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","trc":"False","wera":"False","npi_email_temp":"baljit@taxfreepeople.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","thewithdrawaldate":"2025-04-02","aitm_status_called":"2026-05-12T14:10:27-04:00","number_of_call_attempts":"0","thewithdrawaldate_3_years":"2028-04-02","npi_transcriptsummary":"The agent contacted Baljit regarding the lapse of their Professional membership with the National Payroll Institute. Baljit expressed dissatisfaction due to the requirement to retake examinations and declined to renew but showed interest in the Associate membership option, for which the agent sent details via email. The call concluded with confirmation of Baljit's email address and a polite closing.","aitm_callsummarytitle":"Membership Renewal Declined, Associate Info Sent","onesentencenotrenewed":"I lapsed my renewal last year, then realized I have to do the examinations again, and I'm not interested in doing that.","initialvalue":"Stay Current","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_do_id":"L25P00323","session_id":"call_9a5b3474cc2a28be01c6e2f43c4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9a5b3474cc2a28be01c6e2f43c4","number_of_calls_reached":"1"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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","latest_paid_thru":"2026-05-31","company_status":"A"}},"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, AI Contacts sent to TM 2026, 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":"2026-04-29","last_act_type":"2026-04-29","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","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"16110","email":"vjheeta@carizon.ca","first_name":"Vik","last_name":"Jheeta","phone":"5197436333","orgname":"Carizon Family & Community Services","customer_acct_name":"Carizon Family & Community Services","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Vik Jheeta","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2011-06-22","domain_1":"carizon.ca","do_id":"L25O02046","individual_id":"290608","members_type":"CORP","time_zone":"4","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501852","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 26 2025 vm  Sept 5 2025 gm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T15:16:00-04:00","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"L25O02046","temp_intcode_for_auto_old_int_code":"6","organization_id":"186746","last_act_type":"2020-07-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vjheeta@carizon.ca","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31","company_paid_thru":"2020-05-31","corp_cancel_date":"2020-08-05","company_status":"I"}},"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","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"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":"2020-01-12","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","latest_paid_thru":"2020-06-30"}},"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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30007","email":"julie.mongrain87@gmail.com","first_name":"Julie","last_name":"Mongrain","phone":"5817032834","orgname":"H2O Innovation Inc.","customer_acct_name":"H2O Innovation Inc.","tags":"paie.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026","ip4":"127.0.0.1","fields":{"do_id":"AST2200","full_name":"Julie Mongrain","members_type":"AST","coidnewmbrdate":"2015-07-13","city_1":"Qu\u00e9bec","province":"QC","language":"French","phone_2":"4189973354","lead_status":"Renewed AST","last_engaged_date":"2025-03-28","new_member_date_2":"2019-04-05","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"258248","no_email_solicitation":"False","pds_march":"1","area_code":"581","time_zone":"2","intcode":"31","blocnote":"AI. completer 16 oct 2025 envoie courriel #2","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T10:37:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"235600","pds_may":"1","old_do_id":"L25A01775","paid_thru":"2027-03-31","pds_august":"1","date_of_renewal_identification":"2025-09-03","temp_do_id_for_auto_old_do_id":"AST2200","temp_intcode_for_auto_old_int_code":"31","pds_september":"1","last_infoline_date_type":"2026-09-02","last_act_type":"2026-09-02","company_paid_thru":"2027-06-30","telemarketing_call_date":"2025-10-16","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T10:37:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"6","pcl_status":"P","pcl_completion_date":"2025-08-06","pf1_status":"F","number_of_passed_courses":"1","pds_october":"1","trc":"True","wera":"False","pds_november":"1","pf1_completion_date":"2025-12-23","npi_email_temp":"julie.mongrain87@gmail.com","pcl_completion_date_5":"2030-08-06","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","company_status":"A"}},"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, AI Contacts sent to TM 2026, 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":"2022-04-01","last_act_type":"2026-03-19","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","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"33579","email":"nunuaibobo@gmail.com","first_name":"Li","last_name":"Li","phone":"5146328188","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"individual_id":"321538","full_name":"Li Li","members_type":"PRO","do_id":"L25P00361","lead_status":"Lapsed Member","new_member_date_2":"2023-02-07","city_1":"Brossard","time_zone":"2","province":"QC","language":"English","phone_2":"5146328188","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"30 May 2025 VM\r\n11 September 2025 VM\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 reached voicemail, no contact made\n2026 May 21 contact requested callback for survey completion tomorrow at 11:00 - NPI# not provided\n2026 May 22 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25P00361","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-01-07","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":"2023-07-06","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"nunuaibobo@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","thewithdrawaldate":"2025-04-02","aitm_status_called":"2026-05-22T11:32:05-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached the voicemail of the contact and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0ec522f3d5b5b9db3e71307fcbc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0ec522f3d5b5b9db3e71307fcbc","npi_call_back_date_and_time":"2026-05-22T11:00:00-04:00","npi_call_back_time_hour":"11","npi_call_back_time_minute":"00","old_int_code":"10","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"8808","email":"kaye_lacaba@yahoo.com","first_name":"Kathyrine","last_name":"Lacaba","phone":"3063202386","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06899","province":"AB","full_name":"Kathyrine Lacaba","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"306378","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501761","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":"L25C06899","phone_2":"3063202386","last_act_type":"2021-01-11","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","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:33:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"kaye_lacaba@yahoo.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"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, TMAI","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":"15","blocnote":"22 May 2025 VM\r\n08 September 2025 VM\r\nLNC \/ 11 December 2025 VM\n2026-05-08 invalid phone destination, phone: +19166693160\n2026 May 08 call started, agent reached Jake, began survey","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:44-04:00","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":"15","phone_2":"5309191545","last_act_type":"2020-11-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jakebirch@ymail.com","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T14:16:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Positive","old_int_code":"08","retell_call_status":"ended","session_id":"call_f53783454aeeeb394f24d3ad8c7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f53783454aeeeb394f24d3ad8c7","npi_transcriptsummary":"The agent successfully reached Jake and introduced the purpose of the call regarding his lapsed Associate membership with the National Payroll Institute. Jake agreed to proceed, and the agent began the survey by asking the first question about the initial value that drove him to become a member.","aitm_callsummarytitle":"Initial Survey Question Asked to Jake","notrenewedwanttorenew":"No","mini_nps":"3","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"28955","email":"csemonovitch@iam250.org","first_name":"Cherly","last_name":"Semonovitch","phone":"6043088100","orgname":"IAMAW","customer_acct_name":"IAMAW","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02912","full_name":"Cherly Semonovitch","members_type":"AST","city_1":"Surrey","province":"BC","language":"English","phone_2":"6048237312","lead_status":"Lapsed Member","new_member_date_2":"2024-01-26","pipeline_2_members_only_ast":"","individual_id":"333250","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","blocnote":"Dec 4 2025 vm  Dec 12 2025 vm\r\nDec 17 2025 vm\n2026 May 08 reached voicemail, no conversation\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 voicemail reached for Cheryl Smonovich at The Machinist Union\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no conversation\n2026 May 13 call went to voicemail, no contact reached\n2026 May 15 reached voicemail, no human interaction\n2026 May 15 voicemail reached, no contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:48-04:00","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":"L25A02912","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-12-03","last_act_type":"2025-12-03","telemarketing_call_date":"2025-10-29","sendaigeneral":"2025-10-29T12:26:00-04:00","sendoctoberemail":"2025-10-29T12:26:45-04:00","sendaidate":"2025-10-29T12:26:45-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-29T12:27:00-04:00","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":"csemonovitch@iam250.org","canceldate":"2026-03-03","date_of_renewal_identification":"","old_do_id":"AST1292","ln_entered_date":"2026-03-04","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:31:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to the contact but went to voicemail and the person was not reached.","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","session_id":"call_e90072de276911c1bd8e373a403","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e90072de276911c1bd8e373a403"}},"seriesid":"163"}
{"contact":{"id":"31445","email":"ariane@honubooks.ca","first_name":"Ariane","last_name":"Jensen","phone":"4037401408","orgname":"HonuBooks Inc.","customer_acct_name":"HonuBooks Inc.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Breaking News, 250205 AST Members","ip4":"127.0.0.1","fields":{"city_1":"Big Valley","last_engaged_date":"2025-07-07","last_login_date":"2025-07-07T13:26:55-04:00","late_breaking_payroll_news_march":"2","individual_id":"131182","full_name":"Ariane Jensen, PCP,CPB","members_type":"PRO","cpa_certification":"PCP","new_member_date_2":"2020-04-28","no_email_solicitation":"False","pds_march":"5","area_code":"403","time_zone":"4","member_april":"14","blocnote":"28 April 2025 VM\r\n30 April 2025 Completed","dhmsfin_telemarketing_last_contacted_date":"2025-04-30T12:55:00-04:00","sendpreexpirationemail":"2025-04-30T12:46:00-04:00","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","member_may":"12","intcode":"02","payroll_guidelines_may":"2","askpat_may":"1","job_july":"1","member_july":"3","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","old_do_id":"AST0664","nonactive_reason":"AST->CAND\/PRO","paid_thru":"2027-04-30","temp_intcode_for_auto_old_int_code":"2","cert_status":"ACTIVE","province":"AB","language":"English","pds_august":"5","phone_2":"4037406129","pds_september":"5","last_infoline_date_type":"2025-05-23","last_act_type":"2026-04-05","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-09-03","pf1_status":"P","pf1_completion_date":"2024-12-18","pf2_status":"P","pf2_completion_date":"2025-03-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-02-14","number_of_passed_courses":"4","pds_october":"5","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"5","temp_do_id_for_auto_old_do_id":"LB2504380","npi_email_temp":"ariane@honubooks.ca","pcl_completion_date_5":"2029-09-03","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"13813","email":"lmuir@northwestel.net","first_name":"Lori","last_name":"Muir","phone":"8676336593","orgname":"Better Bookkeeping","customer_acct_name":"Better Bookkeeping","tags":"241015 CDN, DELETE, 250214 NPI Emails to recovered and need to update AC, 250305 Gil Lapsed Update before sending TM, 250416 Phone Cannot Be Recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"city_1":"Whitehorse","province":"YT","language":"English","domain_1":"northwestel.net","time_zone":"4","area_code":"867","region":"CDN","lead_status":"Refused","do_id":"L25C00017","individual_id":"281793","full_name":"Lori Muir","new_member_date_2":"2021-11-18","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","phone_2":"8673342928","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-04-25T11:52:00-04:00","blocnote":"April 15 2025 vm msg not authorized to dial number","notrenewedother":"Phone cannot be recovered","old_int_code":"8","onesentencenotrenewed":"CAND Reached 3 years","canceldate":"2025-01-07","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C00017","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-09-12","pcl_status":"P","pcl_completion_date":"2022-04-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"lmuir@northwestel.net","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"33562","email":"anthonettereginio1123@gmail.com","first_name":"Ma","last_name":"Bronce","phone":"5873362224","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321378","full_name":"Ma Anthonette Bronce","members_type":"CAND","lead_status":"Refused","city_1":"Edmonton","time_zone":"4","province":"AB","language":"English","phone_2":"5873362224","pipeline_1_lapsed_members":"Refused Lapsed","temp_do_id_for_auto_old_do_id":"LB2504359","canceldate":"2025-04-02","new_member_date_2":"2023-02-07","paid_thru":"2025-01-31","last_act_type":"2024-02-01","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":"LNC Nov 4 2025  She said she did not renew because she is not working.","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T15:08:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00532","trc":"True","wera":"False","do_id":"LB2504359","npi_email_temp":"anthonettereginio1123@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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":{"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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"33486","email":"mary.chenore@acuitybrands.com","first_name":"Mary","last_name":"Chenore","phone":"4504449898","orgname":"Distech Controls Inc.","customer_acct_name":"Distech Controls Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"295010","full_name":"Mary Chenore","members_type":"CORP","do_id":"L25O00800","lead_status":"Lapsed Member","coidnewmbrdate":"2014-04-03","city_1":"Carpentersville","time_zone":"3","province":"IL","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":"2025-11-10T11:55:00-05:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00800","temp_intcode_for_auto_old_int_code":"6","organization_id":"224401","last_infoline_date_type":"2023-08-16","last_act_type":"2023-08-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mary.chenore@acuitybrands.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"10290","email":"cysaiwency777@gmail.com","first_name":"Yu","last_name":"Chi","phone":"6132241234","orgname":"A&A Pharmachem Inc.","customer_acct_name":"A&A Pharmachem 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":"L25C06514","full_name":"Yu Chi","language":"English","origin":"Lapsed Spring 2024","individual_id":"293561","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502590","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"4319977688","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"PENDING","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 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T13:38:00-04:00","paid_thru":"2023-10-31","new_member_date_2":"2020-11-13","temp_do_id_for_auto_old_do_id":"L25C06514","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-01-11","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2022-02-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-19","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"cysaiwency777@gmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"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":"2021-11-08","last_act_type":"2021-11-08","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","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"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":"2026-12-01","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","old_do_id":"L25P00239","npi_email_temp":"taniacutts@outlook.com","pcl_completion_date_5":"2022-04-02","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"8895","email":"kellymunroe92@gmail.com","first_name":"Kelly","last_name":"Munroe","phone":"5192915322","orgname":"BTE Assembly Ltd.","customer_acct_name":"BTE Assembly Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02396","province":"ON","full_name":"Kelly Munroe, CHRP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"295431","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500771","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","new_member_date_2":"2020-12-21","no_email_solicitation":"FALSE","intcode":"06","blocnote":"May 13 2025 vm Kathy\r\nJuly 16 2025 Kelly no longer with the company\n2026 May 08 call reached voicemail, no contact made.\n2026 May 11 reached voicemail for Sarah Kramer, no live contact\n2026 May 13 call reached voicemail at Sarah Kramer extension\n2026 May 15 reached voicemail for Sarah Kramer, no message left\n2026 May 19 voicemail reached, no human answered\n2026 May 21 call reached voicemail, no human interaction\n2026 May 25 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"16","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25A02396","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2020-12-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kellymunroe92@gmail.com","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:06-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call reached a voicemail for Sarah Kramer and no conversation with a human took place. The agent left no message and the call was disconnected shortly after voicemail was detected.","aitm_callsummarytitle":"Voicemail reached, no human interaction","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Call reached voicemail, no conversation occurred.","initialvalue":"Other","othermemberbenefit":"No contact made to determine reason.","astotherreasonsnottorenew":"No contact made to determine reason.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7d76cc5687d6c725a312afbf140","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7d76cc5687d6c725a312afbf140"}},"seriesid":"163"}
{"contact":{"id":"9668","email":"irene.dash@yahoo.com","first_name":"Irene","last_name":"Dashkevych","phone":"6472647196","orgname":"CPA Professional Liability Plan Inc.","customer_acct_name":"CPA Professional Liability Plan Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06821","province":"ON","full_name":"Irene Dashkevych","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"269696","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500823","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":"2021-01-26","temp_do_id_for_auto_old_do_id":"L25C06821","phone_2":"6472862234","last_act_type":"2024-01-05","pcl_status":"P","pcl_completion_date":"2019-03-03","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"F","pf2_completion_date":"2021-05-17","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"irene.dash@yahoo.com","pcl_completion_date_5":"2024-03-03","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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":"2025-07-04","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","latest_paid_thru":"2026-05-31"}},"seriesid":"163"}
{"contact":{"id":"8898","email":"alanaxkbc@gmail.com","first_name":"Alana","last_name":"Clarke","phone":"4164505694","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":"Alana Clarke","language":"English","origin":"Lapsed Spring 2024","individual_id":"295301","region":"CDN","lead_status":"Refused","old_do_id":"L25C06451","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4164505694","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC \/ 07 November 2025 Completed - sent e-mail for renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T09:47:00-05:00","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":"a bit expensive","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-02-03","paid_thru":"2023-11-30","new_member_date_2":"2022-11-24","temp_do_id_for_auto_old_do_id":"LB2504204","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2021-10-06","last_act_type":"2022-11-24","pcl_status":"F","pcl_completion_date":"2023-07-12","number_of_passed_courses":"0","sendapplicationform":"2025-11-07T09:44:00-05:00","othermemberbenefit":"","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","npichallengesspecify":"","expectationsnotmetspecify":"","npivaluenotdeliveredspecify":"","careerchangespecify":"","hardtoparticipateeventsspecify":"No time","engagingstrategiesspecify":"","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"02","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"False","wera":"False","do_id":"LB2504204","npi_email_temp":"alanaxkbc@gmail.com","pcl_completion_date_5":"2028-07-12","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"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":{"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":"2023-09-05","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","latest_paid_thru":"2025-02-28"}},"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":"2024-07-08","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","latest_paid_thru":"2025-01-31"}},"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":"8906","email":"kellypietila35@gmail.com","first_name":"Kelly","last_name":"Pietila","phone":"6048150093","orgname":"Solutions Pest Control Ltd.","customer_acct_name":"Solutions Pest Control 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":"L25C06793","province":"BC","full_name":"Kelly Pietila","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"309432","area_code":"855","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500314","time_zone":"2","members_type":"CAND","phone_2":"6048983800","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T09:45:00-05:00","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"","canceldate":"2023-03-02","paid_thru":"2022-12-31","new_member_date_2":"2022-01-28","temp_do_id_for_auto_old_do_id":"L25C06793","old_int_code":"16","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-01-27","pcl_status":"F","pcl_completion_date":"2022-05-22","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"kellypietila35@gmail.com","pcl_completion_date_5":"2027-05-22","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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":"2024-12-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mj@mindspaceoutsourcing.com","date_of_renewal_identification":"","ln_entered_date":"2026-01-26","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"33482","email":"nmctague@biovectra.com","first_name":"Nicole","last_name":"McTague","phone":"9025669116","orgname":"BioVectra Inc.","customer_acct_name":"BioVectra Inc.","tags":"WR250625, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"213608","full_name":"Nicole McTague","members_type":"AST","lead_status":"Lapsed Member","new_member_date_2":"2017-05-09","city_1":"Charlottetown","time_zone":"1","province":"PE","language":"English","extension_phone_1":"6259","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2019-07-03","intcode":"06","blocnote":"Apr 17 2025 vm  May 8 2025 vm\r\nok membership\n2026 May 08 call reached voicemail at BioVectra, no message left\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached automated menu, no human conversation with Nicole\n2026 May 13 call reached automated reception and voicemail, no human contact\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached automated reception, no human answered\n2026 May 19 call reached voicemail, no contact made.\n2026 May 19 call reached voicemail, no human interaction\n2026 May 21 call reached voicemail, no human interaction\n2026 May 21 call reached voicemail, no human interaction\n2026 May 25 call reached voicemail, no human contact\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:08-04:00","organization_id":"213607","found":"DO4 Company","date_of_renewal_identification":"","pds_july":"1","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25A03112","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","phone_2":"9023937416","old_int_code":"03","pds_september":"1","last_conf_date_type":"2013-06-18","last_act_type":"2019-08-22","company_paid_thru":"2026-01-31","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","do_id":"L25A03112","old_do_id":"L25O05303","npi_email_temp":"nmctague@biovectra.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-03","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-25T12:22:07-04:00","number_of_call_attempts":"6","number_of_total_call_attempts":"12","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","onesentencenotrenewed":"Call reached voicemail, no conversation with contact.","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c62dd10df63e2ac6efbd009b623","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c62dd10df63e2ac6efbd009b623","mini_nps":"3","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Call reached voicemail, no contact made.","age_range":"Preferred not to say","number_of_calls_reached":"2","corp_cancel_date":"2026-05-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"May 4 2026 Survey completed . She said she checks the latest news on NPI every day and is taking courses can send email.","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T10:19:00-04:00","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":"2026-02-19","last_act_type":"2026-12-03","telemarketing_call_date":"2026-05-04","sendaigeneral":"2026-05-04T10:18:00-04:00","sendoctoberemail":"2025-10-17T12:28:08-04:00","sendaidate":"2026-05-04T10:18:52-04:00","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":"Yes","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","latest_paid_thru":"2026-07-31","resourceaware":"Yes","resourcevisitedselfreport":"Last 7 days","sendaiemail":"2026-05-04T10:18:51-04:00","company_paid_thru":"2021-09-30","corp_cancel_date":"2021-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10926","email":"winnyasis2005@yahoo.com","first_name":"Winny","last_name":"Asis","phone":"6049611734","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":"LB2504031","full_name":"Winny Asis","language":"English","origin":"Lapsed 2024 Lapsed 2024","explicit_consent_date":"2017-03-14","lapsed_expiration_date":"2023-05-02","individual_id":"251258","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002602","members_type":"AST","province":"BC","area_code":"604","time_zone":"5","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-05-02","new_member_date_2":"2017-03-14","no_email_solicitation":"FALSE","blocnote":"17 March 2025 VM\r\n31 March 2025 VM\r\n08 April 2025 VM\r\n10 April 2025 VM\r\n22 April 2025 She's not in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-04-22T13:20:00-04:00","onesentencenotrenewed":"because she doesn't work in payroll","intcode":"21","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"LB2504031","temp_intcode_for_auto_old_int_code":"21","phone_2":"6049611734","last_act_type":"2022-02-22","pcl_status":"P","pcl_completion_date":"2017-07-02","pf1_status":"P","pf1_completion_date":"2017-11-20","pf2_status":"P","pf2_completion_date":"2018-06-10","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"winnyasis2005@yahoo.com","pcl_completion_date_5":"2022-07-02","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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","latest_paid_thru":"2025-01-31"}},"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","latest_paid_thru":"2025-01-31"}},"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","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","latest_paid_thru":"2026-01-31"}},"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","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"30040","email":"rjudge@kpmg.ca","first_name":"Rosemary","last_name":"Judge","phone":"6133501235","orgname":"KPMG LLP","customer_acct_name":"KPMG LLP","tags":"250205 AST Members, 250616 phone cannot be recovered, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0687","full_name":"Rosemary Judge","members_type":"AST","city_1":"Kanata","province":"ON","language":"English","phone_2":"6135994755","lead_status":"Renewed AST","new_member_date_2":"2012-12-12","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"67752","no_email_solicitation":"False","pds_march":"27","area_code":"613","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendmayemail":"2025-05-27T09:48:00-04:00","blocnote":"May 8 2026 vm","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"27","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:22:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"99","pds_july":"27","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"27","temp_do_id_for_auto_old_do_id":"AST0687","temp_intcode_for_auto_old_int_code":"06","pds_september":"27","last_infoline_date_type":"2025-12-22","last_act_type":"2025-12-22","telemarketing_call_date":"2026-05-08","number_of_passed_courses":"0","pds_october":"27","date_of_renewal_identification":"2025-11-04","trc":"False","wera":"False","pds_november":"27","npi_email_temp":"rjudge@kpmg.ca","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"30204","email":"ms.sahibzadatamanna@gmail.com","first_name":"Tamanna","last_name":"Sahibzada","phone":"5197214832","orgname":"","customer_acct_name":"","tags":"250205 AST Members, fixDhms, fixTelemarketingMay","ip4":"127.0.0.1","fields":{"full_name":"Tamanna Sahibzada, PCP","members_type":"PRO","city_1":"Kitchener","province":"ON","language":"English","phone_2":"5197214832","new_member_date_2":"2023-01-03","pipeline_2_members_only_ast":"","individual_id":"265959","canceldate":"2021-10-02","no_email_solicitation":"False","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendmayemail":"2025-05-28T10:31:00-04:00","blocnote":"may 28 2025 completed","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago","value_designation":"No","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T10:32:48-04:00","old_int_code":"1","nonactive_reason":"AST->CAND\/PRO","cpa_certification":"PCP","paid_thru":"2026-12-31","old_do_id":"L25P02269","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2506527","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-12-19","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2023-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-05-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ms.sahibzadatamanna@gmail.com","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"10340","email":"rafaelgzzhurtado@gmail.com","first_name":"Rafael","last_name":"Hurtado","phone":"4388664653","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":"Rafael Gonzalez Hurtado","language":"English","origin":"Lapsed Spring 2024","individual_id":"316650","region":"CDN","lead_status":"Refused","old_do_id":"LB2503703","members_type":"CAND","province":"QC","area_code":"438","time_zone":"2","phone_2":"4388664653","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 14 2025 vm\r\nMar 25 2025 survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-25T14:47:00-04:00","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 changed my job so certification was no longer required.","hardtoparticipateevents":"No","engagingstrategiesspecify":"More free webinar or cheaper ones.","mini_nps":"3","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":"2022-09-21","temp_do_id_for_auto_old_do_id":"LB2506881","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":"2022-10-09","pcl_status":"F","pcl_completion_date":"2023-02-06","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506881","npi_email_temp":"rafaelgzzhurtado@gmail.com","pcl_completion_date_5":"2028-02-06","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"33572","email":"veronicahernandez@globalcollege-edu.ca","first_name":"Veronica","last_name":"Hernandez","phone":"5873917200","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":"334301","full_name":"Veronica Hernandez","members_type":"CAND","do_id":"L25C00537","lead_status":"Lapsed Member","city_1":"Calgary","time_zone":"4","language":"English","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C00537","canceldate":"2025-04-02","new_member_date_2":"2024-02-13","paid_thru":"2025-01-31","province":"AB","phone_2":"5873917200","last_act_type":"2025-10-16","pcl_status":"F","pcl_completion_date":"2024-05-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"825-785-9945 this is her number \r\nNov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:16:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"veronicahernandez@globalcollege-edu.ca","pcl_completion_date_5":"2029-05-23","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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, TMAI, recall pro","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.\n2026 May 13 - reached voicemail; asked to leave a message\n2026 May 13 - Reached voicemail; message requested.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T12:49:05-04:00","onesentencenotrenewed":"No response from contact; voicemail reached.","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","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":"06","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","latest_paid_thru":"2023-10-31","thewithdrawaldate":"2024-01-05","aitm_status_called":"2026-05-13T13:01:44-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"Agent reached voicemail for Lorraine; contact asked to leave a message and did not speak with agent.","aitm_callsummarytitle":"Voicemail reached - no live contact","notrenewedwanttorenew":"No","mini_nps":"3","initialvalue":"Other","age_range":"Preferred not to say","old_int_code":"21","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_95320a56afe6b6f729866fcd684","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_95320a56afe6b6f729866fcd684","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Left blank due to voicemail","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"30037","email":"rularbaroud@gmail.com","first_name":"Rula","last_name":"Jrious","phone":"6139921900","orgname":"House of Commons","customer_acct_name":"House of Commons","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST0686","full_name":"Rula Jrious","members_type":"AST","city_1":"Gatineau","province":"QC","language":"English","phone_2":"6136064928","lead_status":"Renewed APX","new_member_date_2":"2018-04-04","pipeline_2_members_only_ast":"Pre-membership expiration","sendpreexpirationemail":"2025-03-24T14:40:00-04:00","sendapplicationform":"2025-03-24T14:40:00-04:00","blocnote":"May 4 2026 she is off for a while ( she wont be back soon)","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T13:24:00-04:00","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":"Yes","value_networking":"No","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","individual_id":"262248","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2026-03-31","old_int_code":"31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendjulyemail":"2025-09-12T16:00:00-04:00","sendmayemail":"2025-09-12T16:00:00-04:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST0686","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-03-28","telemarketing_call_date":"2025-09-12","pcl_status":"P","pcl_completion_date":"2018-08-05","pf1_status":"P","pf1_completion_date":"2018-12-24","pf2_status":"P","pf2_completion_date":"2019-07-14","number_of_passed_courses":"3","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:29-05:00","npi_email_temp":"rularbaroud@gmail.com","apx_entered_date":"2026-02-14","pcl_completion_date_5":"2023-08-05","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31"}},"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":{"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","latest_paid_thru":"2025-07-31"}},"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","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"8798","email":"amihocas2018@gmail.com","first_name":"Anca","last_name":"Mihocas","phone":"5197721477","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07052","province":"ON","full_name":"Anca Mihocas","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"265786","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500815","time_zone":"2","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":"2018-08-10","temp_do_id_for_auto_old_do_id":"L25C07052","phone_2":"5197212447","last_act_type":"2021-07-21","pcl_status":"P","pcl_completion_date":"2019-01-14","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":"2020-02-05","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"amihocas2018@gmail.com","pcl_completion_date_5":"2024-01-14","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"contact":{"id":"33425","email":"casc1234@gmail.com","first_name":"Cassandra","last_name":"Mitchell","phone":"6477490827","orgname":"Black & McDonald Ltd.","customer_acct_name":"Black & McDonald Ltd.","tags":"WR250326, 250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"252280","members_type":"CORP","new_member_date_2":"2017-04-24","coidnewmbrdate":"2010-04-30","city_1":"Toronto","province":"ON","phone_2":"6475210857","origin":"Lapsed members","found":"phone","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-05-28","full_name":"Cassandra Mitchell, PLP","language":"English","time_zone":"2","area_code":"647","organization_id":"168972","canceldate":"2025-03-20","cert_status":"ACTIVE","cpa_certification":"CPM","paid_thru":"2027-03-31","last_act_type":"2026-12-01","company_paid_thru":"2027-03-31","pcl_status":"P","pcl_completion_date":"2017-07-30","pf1_status":"P","pf1_completion_date":"2017-12-10","pf2_status":"P","pf2_completion_date":"2018-03-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-03-07","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504648","temp_do_id_for_auto_old_do_id":"LB2504648","npi_email_temp":"casc1234@gmail.com","pcl_completion_date_5":"2022-07-30","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"10925","email":"sb.alvarez76@gmail.com","first_name":"Sarah","last_name":"Alvarez","phone":"4038093407","orgname":"","customer_acct_name":"","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":"L25A02168","full_name":"Sarah Brianne Alvarez","language":"English","origin":"Lapsed Spring 2024","individual_id":"263125","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503889","members_type":"AST","province":"AB","area_code":"403","time_zone":"4","pipeline_1_lapsed_members":"Lapsed Members","no_email_solicitation":"FALSE","intcode":"06","blocnote":"18 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\n2026 May 08 call reached voicemail\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 reached voicemail, no conversation\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail\n2026 May 13 call reached voicemail\n2026 May 15 call reached voicemail, no contact made.\n2026 May 15 call reached voicemail, no contact made.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:42-04:00","temp_do_id_for_auto_old_do_id":"L25A02168","temp_intcode_for_auto_old_int_code":"6","phone_2":"4038093407","canceldate":"2024-04-02","new_member_date_2":"2023-02-14","paid_thru":"2024-01-31","last_infoline_date_type":"2024-01-25","last_act_type":"2024-01-25","pcl_status":"P","pcl_completion_date":"2018-08-12","pf1_status":"F","pf1_completion_date":"2023-05-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sb.alvarez76@gmail.com","pcl_completion_date_5":"2023-08-12","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached the user's 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","session_id":"call_1d75ce9e6d76cdaa10bf1e3dad6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1d75ce9e6d76cdaa10bf1e3dad6","mini_nps":"3","onesentencenotrenewed":"No interaction, voicemail reached.","initialvalue":"Other","othermemberbenefit":"No interaction, voicemail reached.","astotherreasonsnottorenew":"No interaction, voicemail reached.","age_range":"Preferred not to say"}},"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":"2026-05-26","last_act_type":"2026-05-26","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","npi_email_temp":"marie-eve.corbeil@victoriaville.ca","pf1_status":"E","pcl_completion_date_5":"2029-10-07","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"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":"15","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":"15","last_act_type":"2024-06-17","number_of_passed_courses":"0","blocnote":"tln. 5 nov 2025 bv\n2026 May 08 call reached Sylvie Morgan, introduction made but call ended before survey questions.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:31-04:00","trc":"False","wera":"False","npi_email_temp":"adm@kwamos.com","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:31-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Sylvie Morgan and introduced herself, explaining the purpose of the call regarding the lapsed Associate membership and asked if Sylvie could answer a few questions about her membership experience. The call ended shortly after without further conversation or completion of the survey.","aitm_callsummarytitle":"Call reached Sylvie but ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3be92a9f6fd491cef2f71e69997","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3be92a9f6fd491cef2f71e69997"}},"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","latest_paid_thru":"2025-09-30","company_paid_thru":"2025-09-30","corp_cancel_date":"2025-03-25","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"33477","email":"sabrinachenxj@gmail.com","first_name":"Xuejing","last_name":"Chen","phone":"7788358850","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"285718","full_name":"Xuejing Chen","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-01-31","city_1":"Richmond","time_zone":"5","province":"BC","language":"English","phone_2":"7788358850","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00489","last_act_type":"2024-02-02","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"P","pf1_completion_date":"2020-08-19","pf2_status":"P","pf2_completion_date":"2023-04-23","number_of_passed_courses":"3","intcode":"21","blocnote":"Nov 4 2025 vm\r\nLNC Dec 11 2025 vm\r\nLNC Dec 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T17:04:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"sabrinachenxj@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C00489","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
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{"contact":{"id":"29963","email":"cindy.wang@hiltonvancouverdowntown.com","first_name":"Xun","last_name":"Wang","phone":"6046471513","orgname":"Hilton Vancouver Downtown","customer_acct_name":"Hilton Vancouver Downtown","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST02794","full_name":"Xun Wang","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","phone_2":"6046185569","lead_status":"Renewed AST","last_engaged_date":"2025-05-29","new_member_date_2":"2019-12-19","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"283992","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","blocnote":"May 8 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:39:00-04:00","resources_tools_may":"3","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","extension_phone_1":"2513","temp_do_id_for_auto_old_do_id":"AST02794","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-11-26","last_act_type":"2026-04-02","telemarketing_call_date":"2026-05-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cindy.wang@hiltonvancouverdowntown.com","old_do_id":"L25A02798","date_of_renewal_identification":"2026-02-05","ln_entered_date":"2026-02-04","ai_entered_date":"2026-02-05","old_int_code":"99","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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","latest_paid_thru":"2023-02-28"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"30987","email":"ramos.aisaciarra08@yahoo.com.ph","first_name":"Aisa","last_name":"Ramos","phone":"2509383092","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":"333219","full_name":"Aisa Ramos","members_type":"CAND","do_id":"L25C00373","city_1":"Lethbridge","province":"AB","language":"English","phone_2":"2509383092","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":"L25C00373","last_act_type":"2024-01-16","pcl_status":"P","pcl_completion_date":"2024-03-19","pf1_status":"P","pf1_completion_date":"2024-05-23","pf2_status":"P","pf2_completion_date":"2024-07-22","number_of_passed_courses":"3","intcode":"01","blocnote":"Nov 4 2025 vm\r\nLNC Dec 11 2025 Survey completed Not working in payroll at the moment but send email to look over","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:13:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","trc":"True","wera":"False","sendapplicationform":"2025-12-11T11:12:00-05:00","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","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":"Not in payroll","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"06","npi_email_temp":"ramos.aisaciarra08@yahoo.com.ph","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"2026-05-08T11:13:00-04:00","blocnote":"May 8 2026 vm","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":"2025-06-07","company_paid_thru":"2027-01-31","telemarketing_call_date":"2026-05-08","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\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"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","latest_paid_thru":"2022-08-31"}},"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":"payrollcompliance visited, payroll.ca visited, Member portal, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"10.13.138.93","fields":{"do_id":"AST0468","full_name":"Jenn Fleming","members_type":"AST","city_1":"Renfrew","province":"ON","language":"English","phone_2":"6134330261","lead_status":"Renewed APX","new_member_date_2":"2024-05-13","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"337630","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"99","blocnote":"May 4 2026 Survey completed send web  and renewal docs.","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T13:15:00-04:00","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":"AST0468","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2026-10-02","last_act_type":"2026-05-19","telemarketing_call_date":"2026-05-04","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\/2027","latest_paid_thru":"2027-04-30","mini_nps":"5","testimonial":"NA","renewal_refusal_reasons":"","old_int_code":"02","sendpreexpirationemail":"2026-05-04T13:14:00-04:00","sendapxapplicationform":"2026-05-04T13:14:00-04:00","last_engaged_date":"2026-05-19","last_login_date":"2026-05-19T15:14:12-04:00","member_may":"4","date_of_renewal_identification":"2026-05-22"}},"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":"2022-04-02","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","latest_paid_thru":"2022-12-31"}},"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, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Katy O'Brien-Watson, CPHR","lead_status":"Refused","members_type":"AST","city_1":"Grande Prairie","province":"AB","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":"Refused Lapsed","individual_id":"347547","paid_thru":"2026-01-31","sendjulyemail":"2025-08-14T11:26:00-04:00","blocnote":"Dec 10 2025 vm\n2026 May 08 contact refused to renew due to no notification before membership expiry and late fee charged.","sendmayemail":"2025-08-14T11:26:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","intcode":"01","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":"01","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":"06","npi_email_temp":"katy@rentcoequipment.com","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"L25A02980","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Katy and conducted a membership survey regarding her National Payroll Institute membership. Katy expressed dissatisfaction due to lack of notification before her membership expired and the resulting late fee, leading her to decide not to renew. The call ended after this feedback was shared.","aitm_callsummarytitle":"Membership Non-Renewal Due to Notification Issue","notrenewedwanttorenew":"No","mini_nps":"4","onesentencenotrenewed":"Did not renew because she was not notified about the membership expiration and was charged a late fee.","initialvalue":"Help with Complex","astotherreasonsnottorenew":"Did not receive notification before membership expiration and was charged a late fee, which she found unfair.","age_range":"31-45","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_d606528da2e945d961ce3ddd2be","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d606528da2e945d961ce3ddd2be","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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","latest_paid_thru":"2025-01-31"}},"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":"2024-03-02","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","latest_paid_thru":"2025-01-31"}},"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","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"10796","email":"yazdizeinab7@gmail.com","first_name":"Zeinab","last_name":"Yazdi","phone":"4039265024","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":"Zeinab Yazdi","language":"English","origin":"Lapsed Spring 2024","individual_id":"321292","region":"CDN","lead_status":"Refused","old_do_id":"L25C06371","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4039265024","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T17:42:00-05:00","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":"No","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"I did not want to spend the money for membership.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I started a job in different  position did not need membership.","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","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-02-01","temp_do_id_for_auto_old_do_id":"L25C06371","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-11","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"F","pf2_completion_date":"2024-02-05","number_of_passed_courses":"2","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"yazdizeinab7@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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, npiAlert11, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"members_type":"CORP","lead_status":"Partner","pipeline_1_lapsed_members":"","date_of_renewal_identification":"","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":"2026-04-18","company_paid_thru":"2026-12-31","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":"","temp_do_id_for_auto_old_do_id":"L25O05628","npi_email_temp":"trina.huntley@payworks.ca","pcl_completion_date_5":"2016-08-05","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25O05628","ln_entered_date":"2026-05-27"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"343058","no_email_solicitation":"False","time_zone":"3","intcode":"06","blocnote":"May 8 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T11:12:00-04:00","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":"AST0677","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2026-02-25","last_act_type":"2026-02-25","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2026-05-08","number_of_passed_courses":"0","old_int_code":"99","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:50-05:00","npi_email_temp":"gncjohnson@shaw.ca","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"9147","email":"kknott@mysterynet.mb.ca","first_name":"Kelly","last_name":"Knott","phone":"2046776150","orgname":"School District of Mystery Lake","customer_acct_name":"School District of Mystery Lake","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01582","province":"MB","full_name":"Kelly Knott","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":"227261","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500592","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"May 14 2025 vm\r\nJuly 17 2025 vm\r\nLN Sept 25 2025 Survey completed. She said that they did not use the membership enough.","dhmsfin_telemarketing_last_contacted_date":"2025-09-25T13:08:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01582","temp_intcode_for_auto_old_int_code":"01","organization_id":"9679","old_int_code":"10","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":"The need for the membership from our members was not there.","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","last_act_type":"2022-11-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kknott@mysterynet.mb.ca","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"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","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","intcode":"06","blocnote":"May 5 2026 number not found","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T12:26:00-04:00","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":"06","last_act_type":"2026-03-19","telemarketing_call_date":"2026-05-05","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","latest_paid_thru":"2027-02-28"}},"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":"2026-01-13","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","npi_email_temp":"ms.yams@outlook.com","pcl_completion_date_5":"2029-08-12","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","last_conf_date_type":"2026-06-25"}},"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":"2024-06-09","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","latest_paid_thru":"2025-08-31"}},"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":"2025-05-02","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","latest_paid_thru":"2025-10-31"}},"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":"2027-06-30","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":"2026-05-21","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\/2027","latest_paid_thru":"2027-06-30","apx_entered_date":"2026-05-16","date_of_renewal_identification":"2026-05-28"}},"seriesid":"163"}
{"contact":{"id":"31441","email":"elvira.ciambella@adp.com","first_name":"Elvira","last_name":"Ciambella","phone":"5143991915","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"individual_id":"31703","full_name":"Elvira Ciambella, LAP","members_type":"PRO","cpa_certification":"GAP","new_member_date_2":"2020-03-27","no_email_solicitation":"False","lead_status":"Partner","organization_id":"8176","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","coidnewmbrdate":"1991-10-01","city_1":"LaSalle","province":"QC","language":"English","time_zone":"2","area_code":"514","phone_2":"5145950509","intcode":"99","blocnote":"14 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T11:03:00-04:00","temp_do_id_for_auto_old_do_id":"LB2505078","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_conf_date_type":"2026-06-02","paid_thru":"2027-03-31","cert_status":"ACTIVE","last_act_type":"2026-04-05","company_paid_thru":"2026-12-31","number_of_passed_courses":"0","date_of_renewal_identification":"2025-11-12","trc":"False","wera":"False","do_id":"LB2505078","old_do_id":"L25P01784","npi_email_temp":"elvira.ciambella@adp.com","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_status":"A"}},"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","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"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":"2024-07-02","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"31100","email":"tetteyaa@gmail.com","first_name":"Audrey","last_name":"Adjin-Tettey","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":"Audrey Adjin-Tettey","lead_status":"Lapsed Member","members_type":"CAND","city_1":"York","province":"ON","phone_2":"4168413607","do_id":"L25C09423","pipeline_2_members_only_ast":"","new_member_date_2":"2025-03-04","no_email_solicitation":"False","area_code":"416","time_zone":"2","blocnote":"Oct 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T11:33:00-04:00","language":"English","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"336030","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25C09423","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-04-03","telemarketing_call_date":"2025-10-23","pcl_status":"P","pcl_completion_date":"2024-05-28","pf1_status":"F","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":"3","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:43-05:00","onesentencenotrenewed":"AST->CAND","npi_email_temp":"tetteyaa@gmail.com","date_of_renewal_identification":"","ln_entered_date":"2026-04-02","old_do_id":"AST1631","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02"}},"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":"2024-10-01","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"9721","email":"lea.ladouceur@gmail.com","first_name":"Lea","last_name":"Ladouceur","phone":"9059262975","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07477","full_name":"Lea Ladouceur","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"294886","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503268","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-01-07","province":"ON","time_zone":"2","email2":"lea.ladouceur@ontariohealthathome.ca","members_type":"CAND","paid_thru":"2021-10-31","new_member_date_2":"2020-11-16","temp_do_id_for_auto_old_do_id":"L25C07477","last_act_type":"2020-11-13","pf1_status":"F","pf1_completion_date":"2021-02-21","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T09:15:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"lea.ladouceur@gmail.com","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"129844","canceldate":"2015-08-06","no_email_solicitation":"False","pds_march":"1","time_zone":"4","blocnote":"May 5 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T11:41:00-04:00","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-06T21:02:00-04:00","nationalconferenceattend":"Yes","pipeline_1_lapsed_members":"","pds_may":"1","old_int_code":"31","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":"06","pds_september":"1","last_infoline_date_type":"2025-09-10","last_act_type":"2025-09-10","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2026-05-05","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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"61814","no_email_solicitation":"False","time_zone":"5","intcode":"06","blocnote":"May 8 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:37:00-04:00","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":"2026-05-08","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","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"10296","email":"dhartung@shaw.ca","first_name":"Denise","last_name":"Hartung","phone":"4036305283","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02287","province":"AB","full_name":"Denise Hartung","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"294303","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500062","time_zone":"4","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","new_member_date_2":"2020-10-30","no_email_solicitation":"FALSE","blocnote":"may 21 2025 completed\n2026 May 08 call reached Denise but disconnected early - no NPI number provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","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","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"i wasnt using it so no need to pay for it","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pipeline_2_members_only_ast":"","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A02287","temp_intcode_for_auto_old_int_code":"15","phone_2":"4036305283","last_act_type":"2021-11-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dhartung@shaw.ca","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Denise and introduced herself, but the call was disconnected shortly after without further conversation or completion of the survey.","aitm_callsummarytitle":"Call reached Denise but disconnected early","notrenewedwanttorenew":"No","onesentencenotrenewed":"Call disconnected before any renewal discussion.","initialvalue":"Other","othermemberbenefit":"No information provided","old_int_code":"1","astotherreasonsnottorenew":"Call ended prematurely, no reason given.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d2bfc3ce896776a133d7e3bc047","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d2bfc3ce896776a133d7e3bc047","number_of_calls_reached":"1"}},"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","old_do_id":"L25C00350","npi_email_temp":"atwal.gurbir@gmail.com","pcl_completion_date_5":"2029-04-24","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30"}},"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":{"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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"28946","email":"elainewong@markham.ca","first_name":"Elaine","last_name":"Wong","phone":"9054777000","orgname":"City of Markham","customer_acct_name":"City of Markham","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, 250205 AST Members, npiAlert2, 250904 Update AST from Mem Portal, 2512 Active AST approached, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST03274","full_name":"Elaine Wong","members_type":"AST","city_1":"Markham","province":"ON","language":"English","phone_2":"6477878873","lead_status":"Renewed AST","new_member_date_2":"2020-05-01","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"288225","no_email_solicitation":"False","area_code":"905","time_zone":"2","blocnote":"May 4 2026 vm\r\nMay 6 2026 vm\r\nMay 13 2026 vm\r\nalready renewed","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:53:00-04:00","sendpreexpirationemail":"2025-04-28T13:31:00-04:00","mini_nps":"","onesentencenotrenewed":"Just missed.","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":"24","last_engaged_date":"2025-12-29","resources_tools_may":"3","last_login_date":"2025-08-01T10:01:02-04:00","member_may":"3","pipeline_1_lapsed_members":"Renewed lapsed","job_july":"1","member_august":"2","paid_thru":"2027-02-28","old_int_code":"06","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","extension_phone_1":"2047","temp_do_id_for_auto_old_do_id":"AST03274","temp_intcode_for_auto_old_int_code":"24","sendseptemail":"2025-09-30T10:09:00-04:00","sendaidate":"2025-12-01T10:13:42-05:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","last_infoline_date_type":"2026-05-14","last_act_type":"2026-05-14","telemarketing_call_date":"2026-05-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"elainewong@markham.ca","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","date_of_renewal_identification":"2026-05-12","ln_entered_date":"2026-05-03","old_do_id":"L25A03118","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:31-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","sendapplicationform":"2026-05-08T11:52:00-04:00","npi_transcriptsummary":"The agent reached Elaine Wong at the City of Markham and discussed her lapsed Associate membership with the National Payroll Institute. Elaine acknowledged she missed renewing but intended to do so, and the agent sent her an email with the renewal application form. Elaine declined to complete the survey over the phone, citing company policy, and the call ended after a brief explanation.","aitm_callsummarytitle":"Renewal Intent Confirmed and Email Sent","notrenewedwanttorenew":"Yes","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Missed to renew","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Forgot\/not aware and then 3 questions","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2990477d17e76f07c48e24e2c62","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2990477d17e76f07c48e24e2c62","number_of_calls_reached":"1","ai_entered_date":"2026-05-12","testimonial":"","renewal_refusal_reasons":""}},"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","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":"2026-12-05","last_act_type":"2026-12-05","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","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"29930","email":"vasishtar@hotmail.com","first_name":"Vasishta","last_name":"Ramkhelawan","phone":"9052734697","orgname":"Powerhouse Retail Services Inc.","customer_acct_name":"Powerhouse Retail Services Inc.","tags":"250205 AST Members, 250402 phone recovered, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1168","full_name":"Vasishta Ramkhelawan","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"9058260594","lead_status":"Renewed APX","new_member_date_2":"2018-04-16","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"262609","cpa_certification":"PCP","no_email_solicitation":"False","intcode":"05","blocnote":"May 6 2026 1st number went to fax\r\n2nd number no answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T14:23:00-04:00","area_code":"905","time_zone":"2","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":"AST1168","temp_intcode_for_auto_old_int_code":"05","last_conf_date_type":"2020-06-17","last_act_type":"2026-02-13","telemarketing_call_date":"2026-05-06","pcl_status":"P","pcl_completion_date":"2018-08-12","pf1_status":"P","pf1_completion_date":"2019-04-15","pf2_status":"P","pf2_completion_date":"2019-08-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-11-21","number_of_passed_courses":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:48-05:00","npi_email_temp":"vasishtar@hotmail.com","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-02-19","pcl_completion_date_5":"2023-08-12","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","old_int_code":"6"}},"seriesid":"163"}
{"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":"2025-02-06","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","latest_paid_thru":"2024-12-31"}},"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":"2024-07-02","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"14776","email":"helenw780@hotmail.com","first_name":"Helen","last_name":"Wong","phone":"7804320224","orgname":"The Alberta Association of Architects","customer_acct_name":"The Alberta Association of Architects","tags":"241016 CDN, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Helen Wong","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-02-11","attended_webinar":"Yes","lapsed_expiration_date":"2023-05-02","do_id":"L25O00100","individual_id":"233369","time_zone":"4","area_code":"780","region":"CDN","lead_status":"Lapsed Member","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 26 2025 Helen not in the directory. Payroll Lyne vm\r\nAug 11 2025 vm\r\nLN Oct 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T12:10:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00100","temp_intcode_for_auto_old_int_code":"6","organization_id":"233368","pds_august":"1","phone_2":"7804321212","pds_september":"1","last_act_type":"2023-04-19","pcl_status":"P","pcl_completion_date":"2017-12-10","number_of_passed_courses":"1","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"helenw780@hotmail.com","pcl_completion_date_5":"2022-12-10","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30988","email":"mamta_purohit420@yahoo.com","first_name":"Mamtaben","last_name":"Purohit","phone":"9058142377","orgname":"M & M Meat Shops LTD","customer_acct_name":"M & M Meat Shops LTD","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"226916","full_name":"Mamtaben Purohit","members_type":"PRO","city_1":"Brampton","province":"ON","language":"English","phone_2":"6476406390","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2015-01-19","area_code":"905","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"01","blocnote":"April 16 2025 vm\r\nApril 30 2025 vm\r\nMay 7 2025 vm\r\nJuly 14 2025 vm\r\nLN Sept 22 2025 vm\n2026 May 19 call reached voicemail, no answer\n2026 May 19 contact does not want to renew because she is working as a payable accountant, not in payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:12:01-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00229","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2025-02-06","pcl_status":"P","pcl_completion_date":"2014-10-10","pf1_status":"P","pf1_completion_date":"2014-09-22","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","npi_email_temp":"mamta_purohit420@yahoo.com","pcl_completion_date_5":"2019-10-10","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-19T11:27:03-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Mamtaben regarding her lapsed NPI Professional membership. Mamtaben expressed that she no longer wishes to renew because she is currently working as a payable accountant and not in payroll anymore. The agent thanked her for the feedback and ended the call.","aitm_callsummarytitle":"Membership Non-Renewal Due to Career Change","notrenewedwanttorenew":"No","mini_nps":"4","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e67acd0eb4b1fec4582a9d7a7da","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e67acd0eb4b1fec4582a9d7a7da","onesentencenotrenewed":"Because I'm working for a phone payable accountant. I'm I am not working with payroll now.","initialvalue":"Career","prootherreasonsnottorenew":"Because I'm working for a phone payable accountant. I'm I am not working with payroll now.","old_int_code":"6","age_range":"46-60","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P00229","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"10819","email":"yimantang@gmail.com","first_name":"Yiman","last_name":"Tang","phone":"6042164888","orgname":"HSBC Bank Canada","customer_acct_name":"HSBC Bank 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":"L25C06551","full_name":"Yiman Tang","language":"English","origin":"Lapsed Spring 2024","individual_id":"309163","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502566","time_zone":"5","province":"BC","members_type":"CAND","phone_2":"6044364289","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:41:00-05:00","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","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I was in a temporary payroll project.","hardtoparticipateevents":"No","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":"Yes","canceldate":"2023-04-04","organization_id":"6608","paid_thru":"2023-09-30","new_member_date_2":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25C06551","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-04-10","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":"yimantang@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9788","email":"mtabifranca@gmail.com","first_name":"Mitsouko","last_name":"Tabifranca","phone":"4038197395","orgname":"Mackenzie Jones Designs Inc.","customer_acct_name":"Mackenzie Jones Designs 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":"L25C06828","full_name":"Mitsouko Tabifranca","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"309358","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503326","members_type":"CAND","province":"AB","area_code":"403","time_zone":"2","phone_2":"8674468294","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T09:42:00-05:00","canceldate":"2023-03-02","paid_thru":"2022-12-31","old_int_code":"16","new_member_date_2":"2022-01-26","temp_do_id_for_auto_old_do_id":"L25C06828","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2023-01-27","last_act_type":"2023-01-27","pcl_status":"P","pcl_completion_date":"2022-05-22","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"mtabifranca@gmail.com","pcl_completion_date_5":"2027-05-22","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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","latest_paid_thru":"2025-09-30"}},"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, 260522 Lapsed DEL","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":"2027-04-30","coidnewmbrdate":"24\/05\/19 00:00","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","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":"2025-11-08","company_paid_thru":"2027-04-30","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\/2027","latest_paid_thru":"2027-04-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30174","email":"sophieroy@videotron.qc.ca","first_name":"Sophie","last_name":"Roy","phone":"4182833979","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250526 phone cannot be recovered, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1234","full_name":"Sophie Roy","members_type":"AST","city_1":"Cap-Sante","province":"QC","language":"French","phone_2":"4182830467","lead_status":"Renewed APX","last_engaged_date":"2025-03-27","new_member_date_2":"2021-03-29","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"298448","no_email_solicitation":"False","area_code":"418","time_zone":"2","intcode":"16","blocnote":"21 mai ss reponse","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T09:47:00-04:00","value_help_with_complex":"No","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"AST1234","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2023-01-08","last_conf_date_type":"2021-06-09","last_act_type":"2026-03-27","telemarketing_call_date":"2025-05-22","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:43-05:00","npi_email_temp":"sophieroy@videotron.qc.ca","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-04-01","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"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\n2026 May 08 call disconnected after 6 seconds with no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","intcode":"15","temp_intcode_for_auto_old_int_code":"15","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":"99","trc":"False","wera":"False","pds_november":"9","canceldate":"2026-01-06","npi_email_temp":"ltessier@videotron.qc.ca","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief, lasting only 6 seconds, and ended with the user hanging up without any conversation taking place.","aitm_callsummarytitle":"Call disconnected early with no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f192d2f7d678b9c3d023f5f4de0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f192d2f7d678b9c3d023f5f4de0","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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":"2020-01-05","last_act_type":"2020-01-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"msaw@caro.ca","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8928","email":"algordon74@hotmail.com","first_name":"Andrea","last_name":"Gordon, Chrp","phone":"5198358341","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02167","full_name":"Andrea Gordon, CHRP","language":"English","origin":"Lapsed Spring 2024","individual_id":"297813","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503891","members_type":"AST","province":"ON","area_code":"519","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","new_member_date_2":"2021-02-08","no_email_solicitation":"FALSE","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 Completed - she is under the organization membership\r\nLN \/ 22 October 2025 VM\r\nLN \/ 14 November 2025 VM\r\nLN \/ 17 November 2025 VM\r\nLN \/ 27 November 2025 VM\n2026 May 08 call started, contact answered but call disconnected early before completion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:59-04:00","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","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"the times were not convenient to her","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A02167","temp_intcode_for_auto_old_int_code":"15","phone_2":"5198358341","last_act_type":"2026-07-04","old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"algordon74@hotmail.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:59-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Andrea and informed her about her lapsed Associate membership with the National Payroll Institute. Andrea acknowledged the call but the conversation was cut short before any further discussion or questions could be completed.","aitm_callsummarytitle":"Call started but disconnected early","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_dba924932d8b7b598f33c1a263f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_dba924932d8b7b598f33c1a263f","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8900","email":"cindy@pointgreygolf.com","first_name":"Cindy","last_name":"Hu","phone":"6042674331","orgname":"Point Grey Golf and Country Club","customer_acct_name":"Point Grey Golf and Country Club","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02042","full_name":"Cindy Hu","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2019-06-10","domain_1":"pointgreygolf.com","individual_id":"276853","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501957","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-05-31","temp_do_id_for_auto_old_do_id":"L25O02042","organization_id":"276851","members_type":"CORP","intcode":"06","blocnote":"LN Oct 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T16:38:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cindy@pointgreygolf.com","formatted_paid_thru":"31\/05\/2020","latest_paid_thru":"2020-05-31","company_paid_thru":"2020-05-31","corp_cancel_date":"2020-08-05","company_status":"I"}},"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":{"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":"2026-05-02","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","latest_paid_thru":"2027-01-31","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"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, TMAI","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":"15","blocnote":"May 28 2025 Survey completed They did not use it enough, they use a payroll software and their payroll is simple.\n2026 May 08 call started, first question asked, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","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":"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":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00223","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:58-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Maria and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. Maria agreed to answer questions, and the agent began the survey by asking about the initial value that drove her to become a member. The call ended shortly after the first question was asked.","aitm_callsummarytitle":"Initial membership value question asked","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fac4888c5855c020c8f12eb68e9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fac4888c5855c020c8f12eb68e9","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30982","email":"marina.vlasenko@hotmail.ca","first_name":"Marina","last_name":"Vlasenko","phone":"","orgname":"","customer_acct_name":"","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"222169","full_name":"Marina Vlasenko","members_type":"PRO","do_id":"L25P00225","city_1":"Toronto","province":"ON","language":"English","phone_2":"6477672736","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2014-01-20","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"16","blocnote":"30 May 2025 Number not in service\n2026-05-19 invalid phone destination, phone: +16477672736","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T12:12:02-04:00","old_int_code":"08","pds_july":"2","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00225","temp_intcode_for_auto_old_int_code":"16","pds_august":"2","pds_september":"2","last_infoline_date_type":"2021-02-19","last_act_type":"2025-02-06","pcl_status":"P","pcl_completion_date":"2014-04-23","pf1_status":"P","pf1_completion_date":"2014-05-21","pf2_status":"P","pf2_completion_date":"2014-06-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-06-26","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"marina.vlasenko@hotmail.ca","pcl_completion_date_5":"2019-04-23","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-19T13:37:03-04:00","number_of_call_attempts":"1","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_74fc2494874da9f68278b6d796f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_74fc2494874da9f68278b6d796f"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"187426","no_email_solicitation":"False","area_code":"204","time_zone":"3","last_engaged_date":"2025-08-26","intcode":"10","blocnote":"May 1 2026 not in today\r\nMay 22 2026 not in","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T12:38:00-04:00","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":"2027-06-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1552","temp_intcode_for_auto_old_int_code":"10","last_infoline_date_type":"2024-11-12","last_conf_date_type":"2021-06-09","last_act_type":"2026-04-05","telemarketing_call_date":"2026-05-22","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":"06","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\/2027","latest_paid_thru":"2027-06-30","apx_entered_date":"2026-05-16","date_of_renewal_identification":"2026-05-22"}},"seriesid":"163"}
{"contact":{"id":"10326","email":"tsnoddy@tceont.com","first_name":"Terri-Ann","last_name":"Snoddy","phone":"9055401630","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":"L25O01515","extension_phone_1":"497","full_name":"Terri-Ann Snoddy","language":"English","origin":"Lapsed Spring 2024","domain_1":"tceont.com","individual_id":"191436","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502371","time_zone":"2","province":"ON","members_type":"CORP","phone_2":"9059771583","pipeline_1_lapsed_members":"Lapsed Members","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 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T14:56:00-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01515","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":"tsnoddy@tceont.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"seriesid":"163"}
{"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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"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":"2025-02-06","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"14824","email":"a.kiss@fenzi-na.com","first_name":"Antonia","last_name":"Kiss","phone":"4166743831","orgname":"Fenzi North America Inc.","customer_acct_name":"Fenzi North America Inc.","tags":"241016 CDN, NPIdealed","ip4":"0.0.0.0","fields":{"extension_phone_1":"236","full_name":"Antonia Kiss","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2022-06-17","domain_1":"fenzi-na.com","individual_id":"278859","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"L25O02015","province":"ON","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"LB2504138","organization_id":"279332","members_type":"CORP","last_act_type":"2020-09-30","intcode":"21","blocnote":"LN Oct 20 2025 Antonia is no longer there and they have a third party to do their payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T11:46:00-04:00","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":"LB2504138","npi_email_temp":"a.kiss@fenzi-na.com","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31","company_paid_thru":"2020-07-31","corp_cancel_date":"2020-10-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"280861","no_email_solicitation":"False","area_code":"204","time_zone":"3","intcode":"06","blocnote":"May 4 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T10:01:00-04:00","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":"2026-05-04","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","latest_paid_thru":"2026-08-31"}},"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":"2025-01-02","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","latest_paid_thru":"2025-11-30"}},"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":"2021-10-11","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","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"8892","email":"greeralex@hotmail.com","first_name":"Alexander","last_name":"Greer","phone":"2503633842","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02320","province":"BC","full_name":"Alexander Greer","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"236761","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500340","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","new_member_date_2":"2015-08-28","no_email_solicitation":"FALSE","intcode":"16","blocnote":"May 13 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 25 2025 vm\n2026 May 08 call reached voicemail of nonoperational line\n2026-05-08 invalid phone destination, phone: +12503833420","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:44-04:00","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A02320","temp_intcode_for_auto_old_int_code":"16","phone_2":"2503833420","last_act_type":"2021-07-31","pcl_status":"P","pcl_completion_date":"2015-12-21","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"greeralex@hotmail.com","pcl_completion_date_5":"2020-12-21","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:16:46-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was made to a contact but reached a voicemail of a non-operational phone line for the Vancouver Island North Texas service office. No conversation with a human took place and no further action was completed.","aitm_callsummarytitle":"Call reached voicemail, no human contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_ac371081c12796815510afdb19d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ac371081c12796815510afdb19d","old_int_code":"08"}},"seriesid":"163"}
{"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","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"29916","email":"melanie.mina@shaw.ca","first_name":"Melanie","last_name":"Mina","phone":"7153416512","orgname":"Premium Brands","customer_acct_name":"Premium Brands","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","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":"2122709889","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":"0","blocnote":"Oct 23 2025 she left the company\n2026 May 08 call reached voicemail, no human answer\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 contact informed Melanie Mina is no longer available, no new contact info provided.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:46-04:00","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":"08","last_infoline_date_type":"2025-06-02","last_conf_date_type":"2015-06-02","last_act_type":"2025-06-02","telemarketing_call_date":"2025-10-23","old_int_code":"08","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","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T13:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called to speak with Melanie Mina but was informed by Chloe that Melanie is no longer available and no new contact information was provided. 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","session_id":"call_5d2574c1e964939f75555e20199","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5d2574c1e964939f75555e20199","mini_nps":"3","onesentencenotrenewed":"Contact informed that Melanie Mina is no longer available and no new contact information was provided.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact no longer available and no forwarding information provided.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"9643","email":"mowlidnimo@gmail.com","first_name":"Nima","last_name":"Mowlid","phone":"7802211604","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":"Nima Mowlid","language":"English","origin":"Lapsed Spring 2024","individual_id":"320700","region":"CDN","lead_status":"Refused","old_do_id":"L25C06325","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7802211604","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"NOv 6 2025 vm","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:24:00-05:00","new_member_date_2":"2023-02-10","temp_do_id_for_auto_old_do_id":"L25C06325","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-10-02","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","npi_email_temp":"mowlidnimo@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","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"29966","email":"tara.braun@gmail.com","first_name":"Tara","last_name":"Braun","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250526 phone cannot be recovered, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0171","full_name":"Tara Braun","members_type":"AST","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2042616893","lead_status":"Member","new_member_date_2":"2016-06-07","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"242279","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"3","intcode":"16","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T12:33:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","pipeline_1_lapsed_members":"","cert_status":"PENDING","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"AST0171","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2019-03-07","last_act_type":"2025-05-25","telemarketing_call_date":"2025-05-22","pcl_status":"P","pcl_completion_date":"2016-10-02","pf1_status":"P","pf1_completion_date":"2017-08-27","pf2_status":"P","pf2_completion_date":"2018-10-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-03-22","number_of_passed_courses":"4","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:14:42-05:00","npi_email_temp":"tara.braun@gmail.com","apx_entered_date":"2026-04-16","pcl_completion_date_5":"2021-10-02","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31"}},"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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2026-06-30"}},"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","latest_paid_thru":"2026-05-31"}},"seriesid":"163"}
{"contact":{"id":"8904","email":"alba@marosolution.com","first_name":"Albana","last_name":"Talo","phone":"4163014727","orgname":"Maro Solution Ltd.","customer_acct_name":"Maro Solution 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":"L25O01470","full_name":"Albana Talo","language":"English","origin":"Lapsed Spring 2024","domain_1":"marosolution.com","individual_id":"309016","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2502490","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:38:00-04:00","value_help_with_complex":"No","value_stay_current":"Yes","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"Yes","value_discount_program":"No","notrenewednolongerinpayroll":"No","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"9","age_range":"Prefers not to say","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"02","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","sendapplicationform":"2025-03-12T20:03:00-04:00","blocnote":"Mar 11 2025 survey copleted ( send docs to renew)","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25O01470","temp_intcode_for_auto_old_int_code":"2","organization_id":"309017","last_act_type":"2024-09-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"alba@marosolution.com","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29506","email":"ktharp@obe.com","first_name":"Kristin","last_name":"Tharp","phone":"2142733489","orgname":"Oldcastle BuildingEnvelope","customer_acct_name":"Oldcastle BuildingEnvelope","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1398","full_name":"Kristin Tharp","members_type":"AST","city_1":"Dallas","province":"TX","language":"English","lead_status":"Renewed APX","new_member_date_2":"2010-03-04","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"165395","no_email_solicitation":"False","area_code":"214","time_zone":"3","last_engaged_date":"2025-05-08","intcode":"06","blocnote":"May 4 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T10:25:00-04:00","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":"AST1398","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-06-11","last_act_type":"2026-01-26","telemarketing_call_date":"2026-05-04","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:55-05:00","npi_email_temp":"ktharp@obe.com","date_of_renewal_identification":"2026-01-29","old_int_code":"99","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"29420","email":"garrick.bassey@oracle.com","first_name":"Garrick","last_name":"Bassey","phone":"6048121292","orgname":"Oracle Canada ULC","customer_acct_name":"Oracle Canada ULC","tags":"250205 AST Members, inPipeline2, WR250813, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Garrick Bassey","members_type":"CORP","coidnewmbrdate":"1992-01-05","city_1":"Vancouver","province":"BC","language":"English","phone_2":"6048121292","lead_status":"Renewed Lapsed","new_member_date_2":"2024-08-29","pipeline_2_members_only_ast":"","last_engaged_date":"2025-03-27","individual_id":"341474","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"99","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-20T17:40:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-20T17:48:00-04:00","blocnote":"20 May 2025 Completed","resourceaware":"No","resourcevisitedselfreport":"","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"8418","old_int_code":"11","old_do_id":"L25A01768","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","canceldate":"2025-08-08","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2505220","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2026-02-02","last_act_type":"2026-02-02","company_paid_thru":"2026-12-31","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505220","npi_email_temp":"garrick.bassey@oracle.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"8950","email":"guoyun@shaw.ca","first_name":"Chunyun","last_name":"Guo","phone":"7806651068","orgname":"","customer_acct_name":"","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25P00014","province":"AB","full_name":"Chunyun Guo","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"208825","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETP00110","time_zone":"4","members_type":"PRO","canceldate":"2023-01-05","new_member_date_2":"2012-11-30","pipeline_1_lapsed_members":"Lapsed Members","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"15","blocnote":"May 14 2025 vm\r\nJuly 17 2025 vm\r\nLN Sept 30 2025 vm\n2026 May 14 - No answer; agent asked for Chunyun\n2026 May 14 - Reached voicemail; no human answered\n2026 May 19 call initiated, identity confirmation attempted but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:42:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25P00014","temp_intcode_for_auto_old_int_code":"15","phone_2":"7806651068","last_act_type":"2023-05-04","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":"2014-05-01","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"guoyun@shaw.ca","pcl_completion_date_5":"2018-04-25","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","thewithdrawaldate":"2023-01-05","aitm_status_called":"2026-05-19T11:42:00-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Chunyun and confirmed the identity but the call ended shortly after without further conversation or task completion.","aitm_callsummarytitle":"Call ended after identity confirmation","notrenewedwanttorenew":"No","mini_nps":"3","initialvalue":"Other","age_range":"Preferred not to say","old_int_code":"06","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fabb90b38a9bd27512a4c71e4c3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fabb90b38a9bd27512a4c71e4c3","onesentencenotrenewed":"Contact not reached; no response.","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"No contact reached via voicemail","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"31002","email":"lindageikie3333@hotmail.com","first_name":"Linda","last_name":"Geikie","phone":"8033257600","orgname":"Hartmann US Inc.","customer_acct_name":"Hartmann US Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","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","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2020-01-20","area_code":"519","time_zone":"2","intcode":"0","blocnote":"April 16 2025 vm\r\nApril 30 2025 Linda Geikie no longer there\n2026 May 19 contact reached Kathy who said Linda Geikie left company 2-3 years ago, no new contact info","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T10:51:58-04:00","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","old_int_code":"08","notrenewednolongerinpayroll":"Yes","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00234","temp_intcode_for_auto_old_int_code":"08","last_infoline_date_type":"2024-02-28","last_act_type":"2025-02-06","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-19T10:51:58-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Linda Geikie but reached Kathy instead, who informed that Linda has not been with the company for two or three years and did not have updated contact information. The call ended after this information was provided.","aitm_callsummarytitle":"Contact Not Available - Left Company","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_53e268e17f3534dfe22de4df0de","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_53e268e17f3534dfe22de4df0de","number_of_calls_reached":"1"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","last_engaged_date":"2025-03-28","individual_id":"241264","no_email_solicitation":"False","pds_march":"1","area_code":"604","time_zone":"5","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T12:16:00-04:00","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","pipeline_1_lapsed_members":"","pds_may":"1","old_int_code":"99","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":"06","pds_september":"1","last_infoline_date_type":"2024-08-28","last_act_type":"2026-09-02","telemarketing_call_date":"2026-05-01","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","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"28952","email":"psunday72@hotmail.com","first_name":"Pamela","last_name":"Copegog-Sunday","phone":"7052478957","orgname":"Beausoleil First Nation","customer_acct_name":"Beausoleil First Nation","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":{"old_do_id":"L25A00262","full_name":"Pamela Copegog-Sunday","members_type":"AST","city_1":"Christian Island","province":"ON","language":"English","lead_status":"Refused","new_member_date_2":"2024-01-10","individual_id":"333042","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","area_code":"705","time_zone":"2","intcode":"01","blocnote":"28 May 2025 VM\r\n10 September 2025 Survey completed\n2026 May 08 contact Pamela declined to renew citing insufficient use of membership.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:00-04:00","paid_thru":"2024-12-31","phone_2":"7055298154","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":"personal reasons","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"hard to coordinate between the college and the program itself","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"she didn't have the technology herself","mini_nps":"4","age_range":"46-60","selfpayrollproficiency":"Strong","temp_do_id_for_auto_old_do_id":"L25A00262","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2024-03-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"psunday72@hotmail.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:00-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent spoke with Pamela regarding her lapsed Associate membership with the National Payroll Institute. Pamela expressed that she initially joined for gaining payroll designation and rated her satisfaction as 4 out of 5. She declined to renew her membership, citing insufficient use of the membership as her reason.","aitm_callsummarytitle":"Membership Renewal Declined by Pamela","onesentencenotrenewed":"Did not use the membership enough to justify the fee.","initialvalue":"Designation","npi_voicemaildetection":"No","ivrdetector":"No","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4f3e449c1dc33ea80174030d616","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4f3e449c1dc33ea80174030d616","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"28985","email":"bianca.ck.ng@gmail.com","first_name":"Bianca","last_name":"Ng","phone":"4162895000","orgname":"Centennial College","customer_acct_name":"Centennial College","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"8002684419","lead_status":"Renewed APX","new_member_date_2":"2024-06-05","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"206158","canceldate":"2014-11-04","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"3","time_zone":"2","intcode":"0","blocnote":"May 4 2026 vm\r\nMay 6 2026 vm\r\nMay 13 2026 vm\r\nMay 19 2026 Number no longer in service.","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T13:26:00-04:00","pipeline_1_lapsed_members":"","pds_may":"3","cert_status":"WITHDRAWN","pds_july":"3","paid_thru":"2027-05-31","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":"08","pds_september":"3","last_infoline_date_type":"2022-12-05","last_act_type":"2026-11-05","telemarketing_call_date":"2026-05-19","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\/2027","latest_paid_thru":"2027-05-31","date_of_renewal_identification":"2026-05-14","old_int_code":"08"}},"seriesid":"163"}
{"contact":{"id":"9156","email":"mibaig@simplepay.ca","first_name":"Mirza","last_name":"Baig","phone":"4163632226","orgname":"Websential Inc.","customer_acct_name":"Websential Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00367","province":"ON","full_name":"Mirza Idrees Baig","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2015-12-24","domain_1":"simplepay.ca","lapsed_expiration_date":"2023-02-02","individual_id":"167459","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00127","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"may 16 2025 vm  Aug 12 2025 not in\r\nLN Oct 31 2025 send email for renewal. Mirza not available her colleague asked that email be sent for renewal","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:20:00-04:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00367","temp_intcode_for_auto_old_int_code":"10","organization_id":"167458","phone_2":"9056249559","last_act_type":"2023-11-01","number_of_passed_courses":"0","sendapplicationform":"2025-10-31T10:17:00-04:00","old_int_code":"6","trc":"False","wera":"False","npi_email_temp":"mibaig@simplepay.ca","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8907","email":"cindy.e.rolls@gmail.com","first_name":"Cindy","last_name":"Rolls","phone":"2266274122","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07349","full_name":"Cindy Rolls","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"297992","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503138","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":"2021-02-11","temp_do_id_for_auto_old_do_id":"L25C07349","phone_2":"2266274122","last_act_type":"2021-02-18","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":"2025-11-07T09:46:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"cindy.e.rolls@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"10863","email":"tinaroseo@gmail.com","first_name":"Christina","last_name":"Osborne","phone":"4165706355","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":"LB2503948","full_name":"Christina Osborne","language":"English","origin":"Lapsed 2024 Lapsed 2024","explicit_consent_date":"2006-08-25","lapsed_expiration_date":"2022-10-04","individual_id":"106451","region":"CDN","lead_status":"Refused","old_do_id":"12","members_type":"PRO","province":"ON","area_code":"416","time_zone":"2","phone_2":"4165706355","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"18 March 2025 VM  31 March 2025 VM  07 April 2025 VM  11 April 2025 call did not call through  22 April 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-04-22T11:48:00-04:00","canceldate":"2022-10-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","pds_july":"1","paid_thru":"2022-07-31","new_member_date_2":"2006-08-25","temp_do_id_for_auto_old_do_id":"LB2503948","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_infoline_date_type":"2020-12-08","last_act_type":"2023-02-01","pcl_status":"P","pcl_completion_date":"2006-12-11","pf1_status":"P","pf1_completion_date":"2007-04-23","pf2_status":"P","pf2_completion_date":"2008-01-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-08-20","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"tinaroseo@gmail.com","pcl_completion_date_5":"2011-12-11","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"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","latest_paid_thru":"2022-01-31"}},"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","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"33576","email":"dcfmorrison@gmail.com","first_name":"Dan","last_name":"Morrison","phone":"4038629011","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":"321035","full_name":"Dan Morrison","members_type":"CAND","do_id":"L25C00539","lead_status":"Lapsed Member","new_member_date_2":"2024-01-26","city_1":"Calgary","time_zone":"4","province":"AB","language":"English","phone_2":"4038629011","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00539","last_act_type":"2024-01-26","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:21:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"dcfmorrison@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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":"15","blocnote":"20 mai 2025 bv\r\n21 mai 2025 bv\r\n22 mai 2025 n'est plus en poste depuis 1 an\n2026 May 08 call initiated but conversation incomplete, user responses inaudible","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","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":"15","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","latest_paid_thru":"2025-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:53-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was made to Vicky regarding her lapsed Associate membership with the National Payroll Institute. The agent attempted to confirm the identity and introduce the purpose of the call but was met with inaudible responses from the user, resulting in an incomplete conversation.","aitm_callsummarytitle":"Attempted contact for lapsed membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","old_int_code":"16","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ed288e9602f4365b9f9ba1b11b9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ed288e9602f4365b9f9ba1b11b9","number_of_calls_reached":"1"}},"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, AI Contacts sent to TM 2026, 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":"2026-02-17","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","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"14658","email":"denise@kavltd.ca","first_name":"Denise","last_name":"Lofthouse","phone":"4035462420","orgname":"Klassen Agriventures Ltd.","customer_acct_name":"Klassen Agriventures Ltd.","tags":"241016 CDN, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Denise Lofthouse","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-05-25","domain_1":"kavltd.ca","lapsed_expiration_date":"2022-08-03","do_id":"LB2500249","individual_id":"301540","time_zone":"4","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00741","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"May 26 2025 Denise does not work there anymore. Erin is the person to speak to not in , call back","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T11:35:00-04:00","old_int_code":"12","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"LB2500249","temp_intcode_for_auto_old_int_code":"21","organization_id":"301537","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"denise@kavltd.ca","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31029","email":"marjan_ilk@yahoo.co.uk","first_name":"Marjan","last_name":"Pour","phone":"9056692921","orgname":"Danier Ramhi Global Inc.","customer_acct_name":"Danier Ramhi Global Inc.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"individual_id":"251597","full_name":"Marjan Eilkhani Pour","members_type":"PRO","do_id":"L25P00241","city_1":"Sharon","province":"ON","language":"English","phone_2":"4168783567","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-19","area_code":"905","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"03","blocnote":"April 16 2025 Marjan on leave of absence advised to email HR\r\nJuly 14 2025 taking time off not in the office.\n2026 May 19 reached voicemail, no human interaction\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 contact unable to speak with Marjan, alternative number provided.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:05-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00241","temp_intcode_for_auto_old_int_code":"03","last_infoline_date_type":"2024-10-22","last_act_type":"2025-02-06","pcl_status":"P","pcl_completion_date":"2017-05-14","pf1_status":"P","pf1_completion_date":"2017-10-08","pf2_status":"P","pf2_completion_date":"2017-12-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-07-27","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"marjan_ilk@yahoo.co.uk","pcl_completion_date_5":"2022-05-14","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-21T09:37:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Marjan but was unable to be transferred. The user provided an alternative contact number for Marjan before the call ended.","aitm_callsummarytitle":"Unable to Reach Marjan, Alternative Number Provided","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a7d0c53a0f635c8b50e48d321ce","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a7d0c53a0f635c8b50e48d321ce","mini_nps":"3","onesentencenotrenewed":"Contact did not renew and did not express interest in renewing during the call.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Unable to reach the intended contact during the call.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33437","email":"cmilton@ccpacking.com","first_name":"Carole","last_name":"Milton","phone":"5144615237","orgname":"C&C Packing","customer_acct_name":"C&C Packing","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"310284","full_name":"Carole Milton","members_type":"CORP","do_id":"L25O00775","lead_status":"Lapsed Member","coidnewmbrdate":"2022-02-16","city_1":"St-L?onard","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":"2025-08-14T11:09:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00775","temp_intcode_for_auto_old_int_code":"6","organization_id":"310283","last_infoline_date_type":"2023-11-27","last_act_type":"2023-11-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cmilton@ccpacking.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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","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","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C00567","last_act_type":"2026-01-22","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","latest_paid_thru":"2026-12-31"}},"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","latest_paid_thru":"2025-11-30"}},"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":"AST","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":"15","canceldate":"2014-11-17","pds_july":"12","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25A03117","temp_intcode_for_auto_old_int_code":"15","pds_august":"12","pds_september":"12","last_infoline_date_type":"2024-07-05","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":"L25A03117","old_do_id":"L25O05331","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","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:53-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Maria but was unable to have a clear conversation as the user's speech was inaudible throughout the call. The agent repeatedly tried to confirm the identity but did not succeed before the call ended due to inactivity.","aitm_callsummarytitle":"Unsuccessful call - no clear contact","blocnote":"2026 May 08 call ended due to inactivity, no clear conversation with contact","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"99","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_563b2a175257725b1cfc6873fe8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_563b2a175257725b1cfc6873fe8","number_of_calls_reached":"1","corp_cancel_date":"2026-05-02","company_status":"I"}},"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":"2024-11-02","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"31061","email":"patel123akshay123@gmail.com","first_name":"Akshay","last_name":"Patel","phone":"","orgname":"DEEL","customer_acct_name":"DEEL","tags":"WR250312, 250425 Renewed Lapsed","ip4":"127.0.0.1","fields":{"individual_id":"293588","full_name":"Akshay Patel, PCP","members_type":"PRO","city_1":"Calgary","province":"AB","language":"English","phone_2":"6475638385","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","origin":"Lapsed Members","found":"DO4 Email","new_member_date_2":"2024-01-16","time_zone":"2","date_of_renewal_identification":"2025-05-01","area_code":"647","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2506784","cert_status":"ACTIVE","cpa_certification":"PCP","last_infoline_date_type":"2025-07-15","last_act_type":"2026-12-01","pcl_status":"P","pcl_completion_date":"2021-07-05","pf1_status":"P","pf1_completion_date":"2022-01-02","pf2_status":"P","pf2_completion_date":"2022-06-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-12-01","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"L25P00274","npi_email_temp":"patel123akshay123@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"16058","email":"jennifer.reid@honeywell.com","first_name":"Jennifer","last_name":"Reid","phone":"9056086000","orgname":"Honeywell Shared Services","customer_acct_name":"Honeywell Shared Services","tags":"payroll.ca visited, Fixed deal, 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":"2444","full_name":"Jennifer Reid","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1979-05-01","domain_1":"honeywell.com","attended_webinar":"Yes","do_id":"L25O00303","individual_id":"94748","time_zone":"2","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"CNPIRETO00899","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 26 2025 There is no Jennifer Reid there. Sanjay in Hr 905 608 6140\r\nAug 11 2025 vm\r\nLN Oct 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T11:55:00-04:00","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25O00303","temp_intcode_for_auto_old_int_code":"6","organization_id":"5292","pds_august":"21","phone_2":"2899985172","pds_september":"21","last_act_type":"2021-01-20","number_of_passed_courses":"0","pds_october":"21","trc":"False","wera":"False","pds_november":"21","npi_email_temp":"jennifer.reid@honeywell.com","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","company_paid_thru":"2020-11-30","corp_cancel_date":"2021-02-02","company_status":"I"}},"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":"2024-05-01","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"8917","email":"frances366@hotmail.com","first_name":"Poh","last_name":"Woo","phone":"4162938222","orgname":"Voyage Building Products Inc","customer_acct_name":"Voyage Building Products 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":"Poh Yen Woo","language":"English","origin":"Lapsed Spring 2024","individual_id":"318236","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"L25C06543","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"4379838848","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 16 2025 No one by the name Poh Woo there","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T13:34:00-05:00","canceldate":"2024-01-05","paid_thru":"2023-10-31","new_member_date_2":"2022-11-08","temp_do_id_for_auto_old_do_id":"LB2505192","old_int_code":"12","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-08-11","pcl_status":"P","pcl_completion_date":"2023-02-23","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2023-07-26","number_of_passed_courses":"3","onesentencenotrenewed":"","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","do_id":"LB2505192","npi_email_temp":"frances366@hotmail.com","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"31070","email":"vmccarthy@gflenv.com","first_name":"Victoria","last_name":"McCarthy","phone":"7804309696","orgname":"GFL Environmental Services Inc.","customer_acct_name":"GFL Environmental Services Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"308559","full_name":"Victoria McCarthy","members_type":"PRO","do_id":"L25P00283","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7802664774","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2022-01-20","area_code":"780","time_zone":"4","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"Apr 16 2025 number not in service\r\nmay 13 2025 vm  Aug 11 2025 vm\r\nLN Sept 22 2025 vm\n2026 May 25 call reached voicemail.\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:07-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00283","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-02-06","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"P","pf1_completion_date":"2022-10-24","pf2_status":"P","pf2_completion_date":"2023-02-23","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","npi_email_temp":"vmccarthy@gflenv.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-25T13:22:04-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered by a human 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","session_id":"call_cf82befb1c9af5a3e804b5f2ecf","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cf82befb1c9af5a3e804b5f2ecf","number_of_total_call_attempts":"2"}},"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":"2026-04-05","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","old_do_id":"L25P00222","npi_email_temp":"sohailchaudhry21@gmail.com","pcl_completion_date_5":"2018-04-25","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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, 260522 Lapsed DEL","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":"2025-01-03","last_act_type":"2026-02-03","company_paid_thru":"2026-10-31","date_of_renewal_identification":"2026-05-28","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","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"33525","email":"heatherstevenson1@hotmail.com","first_name":"Heather","last_name":"Stevenson","phone":"7806030127","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"individual_id":"272774","full_name":"Heather Stevenson","members_type":"PRO","do_id":"L25P00334","lead_status":"Lapsed Member","new_member_date_2":"2023-01-27","city_1":"Mundare","time_zone":"4","province":"AB","language":"English","phone_2":"7806030127","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"30 May 2025 VM\r\n11 September 2025 Survey completed - not in payroll anymore\n2026 May 14 - Reached voicemail greeting only.\n2026 May 14 - Reached voicemail; no answer\n2026 May 19 call reached voicemail, no conversation\n2026 May 19 call reached voicemail, no live contact\n2026 May 21 call reached Heather but went to voicemail after brief interaction\n2026 May 21 call reached voicemail - no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:07-04:00","paid_thru":"2025-01-31","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":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"depending on location","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Advance","temp_do_id_for_auto_old_do_id":"L25P00334","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2021-11-08","last_act_type":"2025-01-07","pcl_status":"P","pcl_completion_date":"2019-09-03","pf1_status":"P","pf1_completion_date":"2020-07-19","pf2_status":"P","pf2_completion_date":"2020-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-12-08","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"heatherstevenson1@hotmail.com","pcl_completion_date_5":"2024-09-03","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","thewithdrawaldate":"2025-04-02","aitm_status_called":"2026-05-21T11:52:03-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was answered by a voicemail greeting from Heather, and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no conversation","onesentencenotrenewed":"Contact did not answer; reached voicemail.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"1","prootherreasonsnottorenew":"No response on voicemail","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3499b1c1d53296f629c2b84c353","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3499b1c1d53296f629c2b84c353","number_of_total_call_attempts":"7"}},"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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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":"2026-02-13","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":"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","latest_paid_thru":"2026-12-31","company_status":"A"}},"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":"260522 Lapsed DEL","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":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2506087","temp_intcode_for_auto_old_int_code":"99","pds_august":"2","old_do_id":"LB2506087","old_int_code":"6","pds_september":"2","last_infoline_date_type":"2024-11-11","last_act_type":"2026-04-05","company_paid_thru":"2027-02-28","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","npi_email_temp":"lievaart1368@gmail.com","pcl_completion_date_5":"2023-08-20","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","do_id":"","company_status":"A"}},"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","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"15958","email":"michelle.rohner@navistar.com","first_name":"Michelle","last_name":"Rohner","phone":"3313325000","orgname":"Navistar Canada Inc","customer_acct_name":"Navistar Canada Inc","tags":"payroll.ca visited, Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Michelle Rohner","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"1997-03-31","domain_1":"navistar.com","do_id":"L25A02579","individual_id":"42728","members_type":"AST","time_zone":"2","area_code":"905","never_call":"NOT QUALIFIED","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-16","old_do_id":"LB2501880","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2002-04-29","new_member_date_2":"2001-01-15","no_email_solicitation":"False","pds_march":"6","intcode":"0","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 14 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026-05-08 invalid phone destination, phone: +19053096482","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:00-04:00","pipeline_2_members_only_ast":"","organization_id":"12110","pds_july":"6","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25A02579","temp_intcode_for_auto_old_int_code":"08","pds_august":"6","phone_2":"6307535000","pds_september":"6","last_act_type":"2020-12-05","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"michelle.rohner@navistar.com","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:23-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","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","session_id":"call_82969f52f9cd1357178256f1d7e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_82969f52f9cd1357178256f1d7e","old_int_code":"08","company_paid_thru":"2020-03-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"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","latest_paid_thru":"2025-09-30"}},"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":"2026-03-03","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","npi_email_temp":"felicitasxo@live.com","ln_entered_date":"2026-02-02","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","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"9539","email":"d.gignac@coasthotels.com","first_name":"Devon","last_name":"Gignac","phone":"6046424565","orgname":"Coast Hotels Ltd.","customer_acct_name":"Coast Hotels Ltd.","tags":"CSV imported, NPIdealed, LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A00139","province":"BC","full_name":"Devon Gignac","language":"English","origin":"2023 lapsed Members","domain_1":"coasthotels.com","lapsed_expiration_date":"2023-03-02","individual_id":"232721","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETA00152","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-03-02","new_member_date_2":"2018-01-18","no_email_solicitation":"FALSE","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-20T14:47:00-05:00","blocnote":"18 February 2025 VM\n 19 February 2025 VM\n 20 February 2025 He didn't benefit from it at all - No e-mails about the updates or changes in Legislations","notrenewednobenefit":"Yes","pipeline_2_members_only_ast":"","placeholder_email_change_date":"2025-08-28T12:39:33-04:00","regular_email_change_date":"2025-08-28T12:39:34-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00139","temp_intcode_for_auto_old_int_code":"21","phone_2":"6047157278","last_infoline_date_type":"2020-03-19","last_act_type":"2024-01-29","number_of_passed_courses":"0","trc":"False","wera":"False","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","notrenewedother":"","notrenewednotused":"Yes","notrenewedwanttorenew":"No","mini_nps":"","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","old_int_code":"6","npi_email_temp":"d.gignac@coasthotels.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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","latest_paid_thru":"2022-06-30"}},"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":"2024-11-07","last_act_type":"2024-11-07","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","latest_paid_thru":"2025-04-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","sendpreexpirationemail":"2025-03-24T13:43:00-04:00","blocnote":"May 68 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T11:06:00-04:00","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":"06","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":"06","last_infoline_date_type":"2026-02-23","last_act_type":"2026-02-26","telemarketing_call_date":"2026-05-08","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":"2026-05-20","pf1_status":"P","pf1_completion_date":"2020-08-23","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"amanda.bowyer@trsstaffing.com","date_of_renewal_identification":"2026-03-01","pcl_completion_date_5":"2031-05-20","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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":"2024-12-02","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","latest_paid_thru":"2025-01-31"}},"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":"2021-08-10","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","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"8936","email":"angel840816@gmail.com","first_name":"Yun-Chieh","last_name":"Leu","phone":"7789080198","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07380","province":"BC","full_name":"Yun-Chieh Leu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"259762","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500371","time_zone":"5","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":"2018-01-23","temp_do_id_for_auto_old_do_id":"L25C07380","phone_2":"7789080198","last_act_type":"2020-08-12","pcl_status":"P","pcl_completion_date":"2018-04-17","pf1_status":"P","pf1_completion_date":"2018-05-22","pf2_status":"P","pf2_completion_date":"2018-07-16","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":"angel840816@gmail.com","pcl_completion_date_5":"2023-04-17","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"10337","email":"daniamartinezescobar@gmail.com","first_name":"Dania","last_name":"Martinez","phone":"5148137938","orgname":"Construction Alben","customer_acct_name":"Construction Alben","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06618","full_name":"Dania Martinez","language":"English","origin":"Lapsed Spring 2024","individual_id":"316498","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-11","old_do_id":"LB2503523","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5148137938","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"14 March 2025 Someone should call in French\r\n26 March 2025 In French\r\nLN \/ 11 December 2025 VM","paid_thru":"2023-08-31","new_member_date_2":"2022-09-08","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T15:08:00-05:00","temp_do_id_for_auto_old_do_id":"L25C06618","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-02-10","pcl_status":"F","pcl_completion_date":"2023-01-09","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"daniamartinezescobar@gmail.com","pcl_completion_date_5":"2028-01-09","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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","latest_paid_thru":"2022-08-31"}},"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":"2026-05-15","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","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","latest_paid_thru":"2026-08-31"}},"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","company_paid_thru":"2021-09-30","corp_cancel_date":"2021-12-02","latest_paid_thru":"2021-09-30","formatted_paid_thru":"30\/09\/2021","company_status":"I"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 reached voicemail, no contact with Shannon\n2026 May 11 voicemail reached - contact leaving Boyle Street Community Services as of May 29th\n2026 May 11 voicemail reached, no human contact\n2026 May 13 voicemail reached; contact leaving Boyle Community Services as of May 29, 2025.\n2026 May 13 call reached voicemail, no contact with Shannon\n2026 May 15 voicemail reached, contact left message about leaving Boyle Street as of May 29th\n2026 May 15 reached voicemail, no human contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:42-04:00","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","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:42-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent called the contact Shannon on behalf of the National Payroll Institute but reached voicemail. The agent left a message and did not speak with a human.","aitm_callsummarytitle":"Voicemail reached, no human contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fc1e612b0a278f53b1b3b4c31a5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fc1e612b0a278f53b1b3b4c31a5","mini_nps":"3","onesentencenotrenewed":"Contact is leaving the organization and will no longer be with Boyle Street as of May 29th.","initialvalue":"Other","othermemberbenefit":"Contact did not provide other member benefit reasons due to voicemail","astotherreasonsnottorenew":"Contact is leaving the organization and will no longer be with Boyle Street as of May 29th.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"10273","email":"quratulann81@gmail.com","first_name":"Quratulanne","last_name":"Aamir","phone":"7097477078","orgname":"Economic and Social Development Canada","customer_acct_name":"Economic and Social Development 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":"LB2503541","full_name":"Quratulanne Aamir","language":"English","origin":"Lapsed Spring 2024","individual_id":"219713","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001678","members_type":"PRO","province":"NL","area_code":"709","time_zone":"1","phone_2":"7097477078","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"17 March 2025 VM\r\n27 March 2025 VM\r\n07 April 2025 VM\r\n11 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 VM\r\n09 September 2025 VM\r\nLNC \/ 11 December 2025 VM","pds_july":"5","paid_thru":"2023-09-30","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:32:00-05:00","new_member_date_2":"2020-10-21","temp_do_id_for_auto_old_do_id":"LB2503541","temp_intcode_for_auto_old_int_code":"6","pds_august":"5","pds_september":"5","last_act_type":"2024-01-03","pcl_status":"P","pcl_completion_date":"2014-01-23","pf1_status":"P","pf1_completion_date":"2014-01-23","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","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"quratulann81@gmail.com","pcl_completion_date_5":"2019-01-23","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"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":"2021-11-05","last_conf_date_type":"2021-06-09","last_act_type":"2022-03-10","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","latest_paid_thru":"2022-04-30"}},"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, TMAI","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\n2026 May 08 call reached voicemail\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","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","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:45-04:00","number_of_call_attempts":"8","number_of_total_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","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7d21c94466a78781e7de133ec18","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7d21c94466a78781e7de133ec18","mini_nps":"3"}},"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":"2024-10-06","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"28833","email":"lschmidt@jckengineering.com","first_name":"Lori","last_name":"Schmidt","phone":"3062060286","orgname":"JCK Engineering Inc.","customer_acct_name":"JCK Engineering Inc.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Dialogue Magazine, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1272","full_name":"Lori Schmidt","members_type":"AST","city_1":"Pilot Butte","province":"SK","language":"English","phone_2":"3065962233","lead_status":"Renewed APX","new_member_date_2":"2022-10-04","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","last_engaged_date":"2026-03-16","individual_id":"215901","no_email_solicitation":"False","pds_march":"1","area_code":"306","time_zone":"3","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:01:00-04:00","pipeline_1_lapsed_members":"","pds_may":"1","dialogue_august":"2","pds_july":"1","paid_thru":"2026-09-30","member_august":"6","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"2","pds_august":"1","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST1272","temp_intcode_for_auto_old_int_code":"06","sendseptemail":"2025-09-23T12:31:00-04:00","sendaidate":"2025-12-01T10:13:59-05:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","old_int_code":"31","pds_september":"1","last_infoline_date_type":"2023-11-27","last_act_type":"2025-05-08","telemarketing_call_date":"2026-05-01","resources_tools_october":"3","last_login_date":"2025-10-14T16:04:39-04:00","member_october":"1","payroll_guidelines_october":"2","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"lschmidt@jckengineering.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"14899","email":"jwaybrantcpb@gmail.com","first_name":"Jacqueline","last_name":"Waybrant","phone":"5193128560","orgname":"Jacqueline Waybrant","customer_acct_name":"Jacqueline Waybrant","tags":"241016 CDN, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"language":"English","time_zone":"2","area_code":"519","region":"CDN","lead_status":"Member","last_engaged_date":"2025-02-26","do_id":"AST1504","full_name":"Jacqueline Waybrant","members_type":"AST","city_1":"Sarnia","province":"ON","phone_2":"5193128560","new_member_date_2":"2022-06-03","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"281997","no_email_solicitation":"False","intcode":"99","blocnote":"13 May 2025 VM\r\n02 June 2025 completed - she is always looking at the resources","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T14:46:00-04:00","pipeline_1_lapsed_members":"","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","old_int_code":"11","paid_thru":"2027-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1504","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-05-22","telemarketing_call_date":"2025-05-13","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:53-05:00","npi_email_temp":"jwaybrantcpb@gmail.com","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","date_of_renewal_identification":"2026-05-28","ai_entered_date":"2026-05-28"}},"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"28894","email":"michellegibb333@hotmail.com","first_name":"Michelle","last_name":"Gibb","phone":"4033088614","orgname":"Sunflower Accounting","customer_acct_name":"Sunflower Accounting","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0523","full_name":"Michelle Gibb","members_type":"AST","city_1":"Lethbridge","province":"AB","language":"English","phone_2":"4033088614","lead_status":"Renewed APX","new_member_date_2":"2018-09-12","last_engaged_date":"2026-03-21","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"267086","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:09:00-04:00","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":"AST0523","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-10-09","last_act_type":"2025-10-09","telemarketing_call_date":"2026-05-01","pcl_status":"P","pcl_completion_date":"2019-01-07","pf1_status":"P","pf1_completion_date":"2020-03-29","pf2_status":"P","pf2_completion_date":"2020-08-09","number_of_passed_courses":"3","old_int_code":"99","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:08-05:00","npi_email_temp":"michellegibb333@hotmail.com","pcl_completion_date_5":"2024-01-07","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","sendpreexpirationemail":"2025-03-19T14:54:00-04:00","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T12:35:00-04:00","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":"06","pds_september":"4","last_act_type":"2026-09-03","telemarketing_call_date":"2026-05-22","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":"99","pcl_completion_date_5":"2014-08-04","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"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, npiAlert1, 250903 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"06","blocnote":"May 4 2026 vm\r\nMay 6 2026 vm\r\nMay 12 2026 vm\r\nMay 19 2026 vm\r\nMay 21 2026 vm\r\nMay 25 2026 vm\r\nMay 28 2026 vm\r\nJune 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T15:58:00-04:00","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":"06","last_infoline_date_type":"2023-03-31","last_act_type":"2025-11-04","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":"Yes","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","latest_paid_thru":"2026-03-31","regular_email_change_date":"2026-05-04T11:29:28-04:00","npi_email_2":"june.wisco@fairmont.com","resourceaware":"No","resourcevisitedselfreport":""}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"285259","full_name":"Emilia Iezzi","members_type":"PRO","lead_status":"Refused","new_member_date_2":"2020-02-05","city_1":"Caledon","time_zone":"2","province":"ON","language":"English","phone_2":"9058433346","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","intcode":"01","blocnote":"30 May 2025 VM\r\n11 September 2025 VM\n2026 May 15 call reached voicemail, no message left\n2026 May 15 contact is retired and not interested in renewing membership","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T12:14:08-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25P00360","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2022-08-02","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","latest_paid_thru":"2025-01-31","thewithdrawaldate":"2025-04-02","aitm_status_called":"2026-05-15T12:26:53-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Emilia regarding her lapsed Professional membership with the National Payroll Institute. Emilia stated she is retired and not interested in renewing her membership. The call ended politely with no further action taken.","aitm_callsummarytitle":"Contact Declines Renewal Due to Retirement","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ede828236320ac1baea9c81f85d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ede828236320ac1baea9c81f85d","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"The contact is retired and not interested in renewing the membership.","initialvalue":"Other","othermemberbenefit":"Not applicable","old_int_code":"6","prootherreasonsnottorenew":"Retired and no longer concerned about membership.","age_range":"Preferred not to say","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P00360","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8893","email":"raylene@ct-v.ca","first_name":"Raylene","last_name":"Klassen","phone":"3062808121","orgname":"Canadian Tank & Vessel","customer_acct_name":"Canadian Tank & Vessel","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01675","province":"SK","full_name":"Raylene Klassen","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-06-03","domain_1":"ct-v.ca","lapsed_expiration_date":"2022-08-03","individual_id":"289299","area_code":"306","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501775","time_zone":"3","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"May 13 205 Raylene is no longer there and receptionist not sure who to direct call to. Will call back.\r\nMay 14 2025 Her replacement is Shelby and she only works remotely.","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T14:27:00-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O01675","temp_intcode_for_auto_old_int_code":"10","organization_id":"289301","last_infoline_date_type":"2020-06-24","last_act_type":"2022-07-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"raylene@ct-v.ca","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"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, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A03052","full_name":"Tracy Johnston","members_type":"AST","city_1":"Ingersoll","province":"ON","language":"English","phone_2":"5198089683","lead_status":"Lapsed Member","new_member_date_2":"2011-02-11","last_engaged_date":"2025-03-03","pipeline_2_members_only_ast":"","individual_id":"176065","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"5","area_code":"519","time_zone":"2","intcode":"16","blocnote":"Oct 22 2025 she left the company a month ago\n2026 May 08 contact informed Tracy Johnston is no longer at the location and no new contact info available.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:36-04:00","pipeline_1_lapsed_members":"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":"L25A03052","temp_intcode_for_auto_old_int_code":"16","pds_september":"5","last_infoline_date_type":"2026-02-17","last_act_type":"2026-02-17","telemarketing_call_date":"2025-10-22","old_int_code":"08","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","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","date_of_renewal_identification":"","old_do_id":"AST0679","ln_entered_date":"2026-05-03","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:36-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Middlesex London Health Unit asking for Tracy Johnston but was informed that Tracy is no longer there and no new contact information was available. The call ended after this information was provided without further action.","aitm_callsummarytitle":"No longer at location, no new contact info","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact informed that Tracy is no longer at the location and no new contact information is available.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_67580bd4bc64a01a4bd5fbac891","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_67580bd4bc64a01a4bd5fbac891","number_of_calls_reached":"1"}},"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":"2024-01-10","last_conf_date_type":"2016-06-15","last_act_type":"2024-01-10","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","latest_paid_thru":"2025-02-28"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"128620","no_email_solicitation":"False","pds_march":"18","sendpreexpirationemail":"2025-04-01T19:12:00-04:00","blocnote":"May 7 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-07T10:45:00-04:00","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":"2026-01-13","telemarketing_call_date":"2026-05-07","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","latest_paid_thru":"2027-02-28"}},"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":{"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","latest_paid_thru":"2023-12-31"}},"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, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST03337","full_name":"George Joseph Pattara","members_type":"AST","city_1":"Kirkland","province":"QC","language":"English","phone_2":"5149299454","lead_status":"Renewed AST","new_member_date_2":"2013-03-18","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","sendpreexpirationemail":"2026-05-06T15:40:00-04:00","last_engaged_date":"2025-03-24","blocnote":"May 4 2026 vm\r\nMay 6 2026 Survey said he is having an issue with updating professional Development and is in contact with some one there and he said he is already renewed. Send web email.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T12:48:00-04:00","mini_nps":"9","onesentencenotrenewed":"","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":"99","old_int_code":"13","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":"2027-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST03337","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2019-10-29","last_act_type":"2026-01-05","telemarketing_call_date":"2026-05-13","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\/2027","latest_paid_thru":"2027-02-28","canceldate":"2026-05-02","date_of_renewal_identification":"2026-05-28","ln_entered_date":"2026-05-03","pipeline_1_lapsed_members":"Renewed lapsed","old_do_id":"L25A03111","renewal_refusal_reasons":"","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:15-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached George Pattara and informed him about his lapsed Associate membership. George responded that he had just paid the membership, indicating a possible discrepancy or misunderstanding. The call ended shortly after without completing the survey or renewal process.","aitm_callsummarytitle":"Membership Payment Discrepancy","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6063fb7b0ea39f251d5474ad0be","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6063fb7b0ea39f251d5474ad0be","number_of_calls_reached":"1","ai_entered_date":"2026-05-28"}},"seriesid":"163"}
{"contact":{"id":"30999","email":"olivercanja@yahoo.com","first_name":"Oliver","last_name":"Canja","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":"333249","full_name":"Oliver Canja","members_type":"CAND","do_id":"L25C00380","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7809656545","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":"L25C00380","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":"2024-08-20","number_of_passed_courses":"3","intcode":"16","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T13:38:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"True","wera":"False","npi_email_temp":"olivercanja@yahoo.com","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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","old_do_id":"AST0976","npi_email_temp":"marie-lyne.miron@collegeahuntsic.qc.ca","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"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":"2025-12-16","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":"LB2506951","npi_email_temp":"reta.morgan@ffca-calgary.com","formatted_paid_thru":"30\/11\/2026","company_paid_thru":"2026-11-30","latest_paid_thru":"2026-11-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"8924","email":"kerrazy_68@hotmail.com","first_name":"Kimberly","last_name":"Emptage","phone":"2262031197","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":"L25C07594","full_name":"Kimberly Emptage","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-02-16","lapsed_expiration_date":"2022-07-25","individual_id":"313415","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503245","members_type":"CAND","province":"ON","area_code":"226","time_zone":"2","phone_2":"2262031197","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-25","intcode":"06","blocnote":"LNC \/ 07 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T09:24:00-05:00","temp_do_id_for_auto_old_do_id":"L25C07594","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-07-25","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"kerrazy_68@hotmail.com"}},"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","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"33498","email":"sarab@westcreekfarms.com","first_name":"Sarabjot","last_name":"Kaur","phone":"6048883426","orgname":"West Creek Farms Ltd.","customer_acct_name":"West Creek Farms Ltd.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"312236","full_name":"Sarabjot Kaur","members_type":"PRO","do_id":"L25P00321","lead_status":"Lapsed Member","new_member_date_2":"2024-02-26","city_1":"Langley","time_zone":"5","province":"BC","language":"English","extension_phone_1":"231","phone_2":"7785137065","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"22","blocnote":"16 April 2025 On Mat leave\n2026 May 25 contact confirmed email and concern forwarded to team for follow-up","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25P00321","temp_intcode_for_auto_old_int_code":"22","last_infoline_date_type":"2024-12-23","last_act_type":"2025-12-18","pcl_status":"P","pcl_completion_date":"2022-05-29","pf1_status":"P","pf1_completion_date":"2023-09-25","pf2_status":"P","pf2_completion_date":"2024-01-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-10","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:08-04:00","npi_email_temp":"sarab@westcreekfarms.com","pcl_completion_date_5":"2027-05-29","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","thewithdrawaldate":"2025-04-02","aitm_status_called":"2026-05-25T14:07:08-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Sarabjot Kaur regarding her lapsed Professional membership with the National Payroll Institute. Sarabjot expressed concerns about her membership status and difficulty in sending documents. The agent confirmed her email and assured that her concern would be forwarded to the appropriate team for follow-up.","aitm_callsummarytitle":"Membership status inquiry and follow-up arranged","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"10","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","concernquestion":"Contact expressed concern about her membership status and difficulty in sending documents, requesting follow-up from the appropriate team.","retell_call_status":"ended","session_id":"call_acd31819efd5b3ae4ed34afe40b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_acd31819efd5b3ae4ed34afe40b","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10920","email":"efdiakit01@monccnb.ca","first_name":"Fatoumata","last_name":"Diakite","phone":"5068895030","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07420","province":"NB","full_name":"Fatoumata Diakite","language":"English","origin":"2023 lapsed Members","domain_1":"monccnb.ca","lapsed_expiration_date":"2022-02-02","individual_id":"295889","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502795","time_zone":"1","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-02-02","members_type":"CAND","paid_thru":"2021-11-30","new_member_date_2":"2020-12-15","temp_do_id_for_auto_old_do_id":"L25C07420","phone_2":"5068895030","last_act_type":"2020-12-14","pcl_status":"F","pcl_completion_date":"2021-04-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:21:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"efdiakit01@monccnb.ca","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"10320","email":"nency.anand@gmail.com","first_name":"Nency","last_name":"Parmar","phone":"8559786508","orgname":"ANR Bookkeeping Services Ltd.","customer_acct_name":"ANR Bookkeeping 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":"L25C07086","full_name":"Nency Parmar","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"303812","area_code":"855","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502281","time_zone":"2","members_type":"CAND","province":"ON","phone_2":"6474722317","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","intcode":"06","blocnote":"14 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 VM\r\nLN \/ 10 December 2025 VM","paid_thru":"2022-07-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:31:00-05:00","new_member_date_2":"2021-08-10","temp_do_id_for_auto_old_do_id":"L25C07086","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","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"nency.anand@gmail.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"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":{"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","latest_paid_thru":"2025-04-30"}},"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","latest_paid_thru":"2022-12-31"}},"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","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29917","email":"mathura.r@hotmail.ca","first_name":"Mathura","last_name":"Rajeswaranathan","phone":"6474615446","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":"L25A02762","full_name":"Mathura Rajeswaranathan","members_type":"AST","city_1":"Scarborough","province":"ON","language":"English","phone_2":"6474615446","lead_status":"Lapsed Member","new_member_date_2":"2023-11-20","pipeline_2_members_only_ast":"","individual_id":"266413","no_email_solicitation":"False","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T10:44:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T15:06:45-04:00","blocnote":"26 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 but ended after introduction, no further interaction\n2026 Mar 06 call reached voicemail, no human interaction\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\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no contact made","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"15","last_engaged_date":"2025-07-06","paid_thru":"2025-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02762","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-09-27","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","date_of_renewal_identification":"","telemarketing_call_date":"2025-05-26","trc":"True","wera":"False","canceldate":"2026-01-06","old_do_id":"AST1166","npi_email_temp":"mathura.r@hotmail.ca","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 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_calls_reached":"1","number_of_total_call_attempts":"8","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"31439","email":"kellyannhill611@gmail.com","first_name":"Kelly","last_name":"Hill","phone":"7789523063","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"347322","full_name":"Kelly Hill","members_type":"CAND","new_member_date_2":"2025-02-10","no_email_solicitation":"False","paid_thru":"2026-01-31","language":"English","phone_2":"7789523063","province":"BC","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25C09431","time_zone":"5","blocnote":"Sept 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T16:14:00-04:00","intcode":"06","temp_do_id_for_auto_old_do_id":"L25C09431","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-05-05","telemarketing_call_date":"2025-09-08","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:57-05:00","onesentencenotrenewed":"AST->CAND","npi_email_temp":"kellyannhill611@gmail.com","date_of_renewal_identification":"","old_do_id":"AST2212","ln_entered_date":"2026-04-02","canceldate":"2026-04-02","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-07-31"}},"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":"2025-04-06","last_act_type":"2025-07-11","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","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"30107","email":"jcara@rogers.com","first_name":"Ioannis","last_name":"Carayanis","phone":"4169945813","orgname":"","customer_acct_name":"","tags":"250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0207","full_name":"Ioannis (John) Carayanis","members_type":"AST","city_1":"Vaughan","province":"ON","language":"English","phone_2":"9053038580","lead_status":"Renewed APX","new_member_date_2":"2018-11-27","last_engaged_date":"2026-05-08","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"269685","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"31","blocnote":"May 8 2026 Survey completed Send resource email but not sure about payroll certification for now.","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:09:00-04:00","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0207","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2019-12-19","last_act_type":"2025-10-19","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2026-05-08","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2026-05-08T14:09:19-04:00","npi_email_temp":"jcara@rogers.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"No","old_int_code":"6","sendaigeneral":"2026-05-08T14:09:00-04:00","sendaiemail":"2026-05-08T14:09:18-04:00"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"9761","email":"ivanmendez21@hotmail.com","first_name":"Ivan","last_name":"S.","phone":"5142645615","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":"L25C07064","full_name":"Ivan A. Mendez S.","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"303646","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503203","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5142645615","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T09:22:00-05:00","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 to get more help with the courses","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":"2022-10-04","paid_thru":"2022-07-31","new_member_date_2":"2021-08-05","temp_do_id_for_auto_old_do_id":"L25C07064","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-04-08","pcl_status":"F","pcl_completion_date":"2021-12-12","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"1","npi_email_temp":"ivanmendez21@hotmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"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":"2021-11-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"brenda@gasking.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33614","email":"sara.bergeron.bastien@gmail.com","first_name":"Sara","last_name":"Bastien","phone":"8193200482","orgname":"Faniel","customer_acct_name":"Faniel","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333985","full_name":"Sara Bergeron Bastien","members_type":"CAND","do_id":"L25C00574","lead_status":"Lapsed Member","new_member_date_2":"2024-02-02","city_1":"St-Sauveur","time_zone":"2","province":"QC","language":"French","phone_2":"5149103331","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00574","last_act_type":"2024-01-02","pcl_status":"P","pcl_completion_date":"2024-04-23","pf1_status":"F","pf1_completion_date":"2024-10-16","number_of_passed_courses":"1","intcode":"16","blocnote":"n'est plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T09:32:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","trc":"True","wera":"False","npi_email_temp":"sara.bergeron.bastien@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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","latest_paid_thru":"2022-03-31"}},"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":"2021-05-01","last_act_type":"2021-05-01","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","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"31063","email":"sjs232@telus.net","first_name":"Shelene","last_name":"Ferland","phone":"7804681724","orgname":"CTL Construction Canada Ltd.","customer_acct_name":"CTL Construction Canada Ltd.","tags":"WRA250507","ip4":"127.0.0.1","fields":{"individual_id":"296174","full_name":"Shelene Ferland, PCP","members_type":"PRO","city_1":"Sherwood Park","province":"AB","language":"English","phone_2":"7809992578","pipeline_1_lapsed_members":"","new_member_date_2":"2023-01-12","area_code":"780","time_zone":"4","cpa_certification":"PCP","cert_status":"ACTIVE","found":"DO4 Email","old_do_id":"L25P02301","date_of_renewal_identification":"2025-10-08","pipeline_2_members_only_ast":"","intcode":"99","blocnote":"Aug 11 2025 she renewed her memberhsip","dhmsfin_telemarketing_last_contacted_date":"2025-08-11T17:06:00-04:00","nonactive_reason":"AST->CAND\/PRO","old_int_code":"13","lead_status":"Not Relevant","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2507250","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-08-18","last_act_type":"2025-12-29","pcl_status":"P","pcl_completion_date":"2021-04-07","pf1_status":"P","pf1_completion_date":"2023-05-07","pf2_status":"P","pf2_completion_date":"2023-11-20","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","npi_email_temp":"sjs232@telus.net","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"members_type":"CORP","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-05-28","organization_id":"284924","individual_id":"284925","paid_thru":"2026-12-31","province":"ON","language":"English","full_name":"Bernadette Mazza","last_infoline_date_type":"2026-04-28","last_act_type":"2026-04-28","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","latest_paid_thru":"2026-12-31","company_status":"A"}},"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":"15","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":"15","old_do_id":"AST0388","blocnote":"23 sept 2025 bv\n2026 May 08 call reached hospital automated system, operators busy, call ended due to inactivity.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:59-04:00","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","latest_paid_thru":"2025-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:59-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was made to a hospital's automated system and reached an operator line, but all operators were busy. The agent waited and checked if the user was still there, but the call ended due to inactivity without reaching a human or completing any task.","aitm_callsummarytitle":"Call reached hospital automated system, no human answer","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Call ended before any renewal discussion or survey could take place.","initialvalue":"Other","old_int_code":"06","othermemberbenefit":"Call did not proceed to discuss membership benefits.","astotherreasonsnottorenew":"Call did not reach a human to discuss renewal.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5f1a77053252723fc73355a7a45","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5f1a77053252723fc73355a7a45","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"5949","email":"bientete325@gmail.com","first_name":"Vivien","last_name":"Woo","phone":"4168820997","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02430","full_name":"Vivien Woo","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"27-mai-13","individual_id":"84363","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503019","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-07-03","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2013-05-27","no_email_solicitation":"FALSE","pds_march":"9","cert_status":"WITHDRAWN_CPE","province":"ON","time_zone":"2","pds_july":"9","paid_thru":"2021-04-30","intcode":"06","blocnote":"Aug 13 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 reached voicemail, no message left\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:43-04:00","temp_do_id_for_auto_old_do_id":"L25A02430","temp_intcode_for_auto_old_int_code":"6","pds_august":"9","phone_2":"4168820997","pds_september":"9","last_infoline_date_type":"2019-10-22","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-08-21","pf1_status":"P","pf1_completion_date":"2013-10-24","pf2_status":"P","pf2_completion_date":"2014-05-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-03-03","number_of_passed_courses":"4","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"bientete325@gmail.com","pcl_completion_date_5":"2018-08-21","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_ccd772076b08e72d4e0836ab4e9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ccd772076b08e72d4e0836ab4e9"}},"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":"2022-07-11","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","latest_paid_thru":"2023-08-31"}},"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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"33558","email":"bhangdecastro@ymail.com","first_name":"Alva","last_name":"Abobon","phone":"5873433539","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":"333074","full_name":"Alva Abobon","members_type":"CAND","do_id":"L25C00530","lead_status":"Lapsed Member","new_member_date_2":"2024-02-07","city_1":"Red Deer","time_zone":"4","province":"AB","language":"English","phone_2":"5873433539","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00530","last_act_type":"2024-07-02","pcl_status":"P","pcl_completion_date":"2024-06-20","pf1_status":"F","pf1_completion_date":"2024-09-23","pf2_status":"F","pf2_completion_date":"2024-10-02","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T12:37:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"bhangdecastro@ymail.com","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"30058","email":"sric@hartmann-packaging.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, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A03119","full_name":"Shawn Richardson","members_type":"AST","city_1":"Burford","province":"ON","language":"English","phone_2":"5194965834","lead_status":"Lapsed Member","new_member_date_2":"2022-03-31","pipeline_2_members_only_ast":"","individual_id":"311640","no_email_solicitation":"False","sendpreexpirationemail":"2026-05-04T13:35:00-04:00","blocnote":"May 4 2026 Survey completed send web an renew docs\n2026 May 08 contact not found for Shawn Richardson at Ply Gem Building Products office.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:22-04:00","mini_nps":"3","onesentencenotrenewed":"No such person at the office and no new contact information available.","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":"16","last_engaged_date":"2025-10-01","resources_tools_may":"3","payroll_guidelines_may":"1","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-02-28","old_int_code":"08","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","temp_do_id_for_auto_old_do_id":"L25A03119","temp_intcode_for_auto_old_int_code":"16","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":"sric@hartmann-packaging.com","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","old_do_id":"AST1193","testimonial":"na.","renewal_refusal_reasons":"","regular_email_change_date":"2026-05-04T13:33:56-04:00","npi_email_2":"shawn.richardson@cornerstone-bb.com","sendapxapplicationform":"2026-05-04T13:36:00-04:00","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:22-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called the head office of Ply Gem Building Products to speak with Shawn Richardson but was informed that no such person works there and no new contact information was available. The call ended after this clarification.","aitm_callsummarytitle":"No contact found for Shawn Richardson","notrenewedwanttorenew":"No","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"No contact found for Shawn Richardson at this office.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_099052e65ecb3078af485ca7866","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_099052e65ecb3078af485ca7866","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2021-03-31","company_paid_thru":"2021-03-31","corp_cancel_date":"2021-06-02","company_status":"I"}},"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":"2026-01-29","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","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","latest_paid_thru":"2027-01-31"}},"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":"2019-06-09","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","latest_paid_thru":"2021-09-30","company_paid_thru":"2021-09-30","corp_cancel_date":"2021-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"10343","email":"yoyo.ning@hotmail.com","first_name":"Yining","last_name":"Liu","phone":"7788856829","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07554","full_name":"Yining Liu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"281198","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503487","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-12-02","province":"BC","time_zone":"5","members_type":"CAND","paid_thru":"2021-09-30","new_member_date_2":"2019-09-25","temp_do_id_for_auto_old_do_id":"L25C07554","phone_2":"7788856829","last_act_type":"2020-01-10","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","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"yoyo.ning@hotmail.com","pcl_completion_date_5":"2024-12-16","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"10779","email":"osolovyeva@kivuto.com","first_name":"Oxana","last_name":"Solovyeva","phone":"6135263005","orgname":"Kivuto Solutions Inc.","customer_acct_name":"Kivuto Solutions Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01774","province":"ON","extension_phone_1":"151","full_name":"Oxana Solovyeva","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2016-03-17","domain_1":"kivuto.com","lapsed_expiration_date":"2022-05-03","individual_id":"241899","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500998","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":"2025-12-11T13:04:00-05:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01774","temp_intcode_for_auto_old_int_code":"6","organization_id":"241898","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":"osolovyeva@kivuto.com","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"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","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30025","email":"info@francesfs.ca","first_name":"Frances","last_name":"Morawski","phone":"5194980501","orgname":"Frances' Financial Solutions","customer_acct_name":"Frances' Financial Solutions","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00248","old_do_id":"AST0997","full_name":"Frances Morawski","members_type":"AST","city_1":"Elmvale","province":"ON","language":"English","lead_status":"Lapsed Member","last_engaged_date":"2025-02-26","new_member_date_2":"2023-01-12","individual_id":"320049","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":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:47-04:00","temp_do_id_for_auto_old_do_id":"L25A00248","temp_intcode_for_auto_old_int_code":"15","phone_2":"5194980501","last_act_type":"2024-02-02","blocnote":"LN \/ 29 October 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call started with introduction but ended early - no renewal discussion","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"info@francesfs.ca","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent reached Frances 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.","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","retell_call_status":"ended","session_id":"call_b22ba2e9d00813994117545af7f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b22ba2e9d00813994117545af7f","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-08-31"}},"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, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A03057","full_name":"Darlene Breaker","members_type":"AST","city_1":"Siksika","province":"AB","language":"English","phone_2":"4037343838","lead_status":"Lapsed Member","new_member_date_2":"2024-02-28","pipeline_2_members_only_ast":"","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":"2026-05-08T13:06:45-04:00","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\n2026 May 08 contact answered, introduced by agent, call ended early without survey or renewal discussion","nationalconferenceattend":"Yes","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"2","old_int_code":"11","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":"L25A03057","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","old_do_id":"AST0172","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Darlene Breaker and introduced themselves from the National Payroll Institute regarding her lapsed Associate membership. The agent began to ask questions about her membership experience. The call ended shortly after the introduction without further survey questions or renewal discussion.","aitm_callsummarytitle":"Initial Contact with Lapsed Member","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_201a5a472cc7069dc4cbc8e3bd4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_201a5a472cc7069dc4cbc8e3bd4","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"15996","email":"aquiring@ksd.mb.ca","first_name":"Angie","last_name":"Quiring","phone":"2046236421","orgname":"Kelsey School Division No. 45","customer_acct_name":"Kelsey School Division No. 45","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Angie Quiring","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"1988-12-01","domain_1":"ksd.mb.ca","do_id":"L25O01920","individual_id":"15037","members_type":"CORP","time_zone":"3","area_code":"204","never_call":"REFUSED","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501927","province":"MB","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"may 26 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T11:57:00-04:00","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 lost alot of fundings over the past 3 years and we had to give up many expenses including the NPI membership","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25O01920","temp_intcode_for_auto_old_int_code":"1","organization_id":"7246","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"aquiring@ksd.mb.ca","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","company_paid_thru":"2020-12-31","corp_cancel_date":"2020-12-16","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31129","email":"epcadiz@gmail.com","first_name":"Emmylou","last_name":"Cadiz","phone":"4168008797","orgname":"Dra Americas Inc.","customer_acct_name":"Dra Americas Inc.","tags":"npiAlert14, 250904 Update AST from Mem Portal, WR251001, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Emmylou Cadiz","lead_status":"Renewed Lapsed","members_type":"CORP","city_1":"Brampton","province":"ON","phone_2":"9054559066","pipeline_2_members_only_ast":"","new_member_date_2":"2018-07-30","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"11","area_code":"905","time_zone":"2","language":"English","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"92387","pds_may":"11","cert_status":"WITHDRAWN_CPE","blocnote":"10 June 2025 VM  June 19 2025 vm\r\nJune 25 2025 vm","old_do_id":"L25O02367","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T11:14:00-04:00","paid_thru":"2026-09-30","organization_id":"200448","pds_august":"11","temp_do_id_for_auto_old_do_id":"LB2505103","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","canceldate":"2025-10-01","pds_september":"11","last_act_type":"2026-04-20","coidnewmbrdate":"2017-05-24","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2009-08-28","pf1_status":"P","pf1_completion_date":"2011-04-27","pf2_status":"P","pf2_completion_date":"2012-05-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-02-18","number_of_passed_courses":"4","pds_october":"11","trc":"False","wera":"False","pds_november":"11","do_id":"LB2505103","npi_email_temp":"epcadiz@gmail.com","pcl_completion_date_5":"2014-08-28","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","corp_cancel_date":"2024-07-03","last_infoline_date_type":"2026-04-20","company_status":"A"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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":"2025-11-08","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","latest_paid_thru":"2026-07-31","corp_cancel_date":"2024-04-02","company_status":"A"}},"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, AI Contacts sent to TM 2026, 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":"Pre-membership expiration","individual_id":"339571","no_email_solicitation":"False","area_code":"438","time_zone":"2","intcode":"06","blocnote":"May 8 2026 line busy","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":"2026-06-01T11:38:00-04:00","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":"06","last_infoline_date_type":"2025-12-22","last_act_type":"2025-12-22","telemarketing_call_date":"2026-05-08","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","latest_paid_thru":"2026-06-30","old_int_code":"31","apx_entered_date":"2026-05-16"}},"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":"2021-12-01","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","latest_paid_thru":"2021-12-31"}},"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","latest_paid_thru":"2026-01-31"}},"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","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"9709","email":"samuelema40@gmail.com","first_name":"Emmanuel","last_name":"Omale","phone":"4165949040","orgname":"LCBO- Ottawa","customer_acct_name":"LCBO- Ottawa","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07555","province":"ON","full_name":"Emmanuel Omale","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"288468","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-09","old_do_id":"LB2500698","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":"2020-10-08","temp_do_id_for_auto_old_do_id":"L25C07555","phone_2":"6136191330","last_act_type":"2020-12-15","pcl_status":"F","pcl_completion_date":"2020-12-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"Nov 24 2025 he doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T09:11:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"12","npi_email_temp":"samuelema40@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"10302","email":"czmichelle@yahoo.com","first_name":"Chi","last_name":"Zhou","phone":"6474078887","orgname":"HCCSS Toronto Central","customer_acct_name":"HCCSS Toronto Central","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Chi Zhou","language":"English","origin":"Lapsed Spring 2024","individual_id":"302779","area_code":"647","region":"CDN","lead_status":"Refused","old_do_id":"LB2502619","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"6474078887","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"24","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 16 2025 Sent email application. She said she would like to become a member again.","dhmsfin_telemarketing_last_contacted_date":"2025-09-16T13:43:00-04:00","paid_thru":"2023-08-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","new_member_date_2":"2021-09-22","temp_do_id_for_auto_old_do_id":"LB2504841","sendapplicationform":"2025-09-16T13:41:00-04:00","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"24","last_act_type":"2024-01-31","pcl_status":"P","pcl_completion_date":"2021-10-03","pf1_status":"P","pf1_completion_date":"2022-05-08","pf2_status":"P","pf2_completion_date":"2022-07-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-06-29","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504841","npi_email_temp":"czmichelle@yahoo.com","pcl_completion_date_5":"2026-10-03","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"8863","email":"graliu699@gmail.com","first_name":"Yuan","last_name":"Liu","phone":"6474710606","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":"LB2503185","full_name":"Yuan Liu","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"303205","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000285","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6474710606","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:36:00-04:00","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 11 2025 number not in service","notrenewedother":"Phone cannot be recovered","canceldate":"2022-09-02","paid_thru":"2022-06-30","new_member_date_2":"2021-07-22","temp_do_id_for_auto_old_do_id":"LB2503185","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2021-07-22","pcl_status":"P","pcl_completion_date":"2021-11-14","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"graliu699@gmail.com","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"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":"2023-01-05","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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"10780","email":"emilybethdavidson@yahoo.ca","first_name":"Emily","last_name":"Davidson","phone":"6475022064","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":"LB2503709","full_name":"Emily Davidson","language":"English","origin":"Lapsed Spring 2024","individual_id":"316844","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001864","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6475022064","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"17 March 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T14:16:00-04:00","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":"strengthen my knowledge on payroll legislation on different provinces other than Ontario","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"she just needed that one course","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":"Yes","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-09-14","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":"LB2503709","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-14","pcl_status":"F","pcl_completion_date":"2022-12-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"emilybethdavidson@yahoo.ca","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"31440","email":"whitesimms@hotmail.com","first_name":"Merianne","last_name":"White","phone":"4258027561","orgname":"Avalara, Inc.","customer_acct_name":"Avalara, Inc.","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"347332","full_name":"Merianne White, CPP","members_type":"AST","new_member_date_2":"2025-02-10","no_email_solicitation":"False","paid_thru":"2026-01-31","language":"English","province":"WA","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25A02975","time_zone":"5","blocnote":"Sept 8 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 reached voicemail, no conversation\n2026 May 13 reached voicemail of Mary Anne White\n2026 May 15 reached voicemail of Mary Anne White\n2026 May 19 call reached voicemail of Mary Anne White\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 reached voicemail of Mary Anne White","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T18:07:09-04:00","intcode":"06","temp_do_id_for_auto_old_do_id":"L25A02975","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-07-02","telemarketing_call_date":"2025-09-08","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":"whitesimms@hotmail.com","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST2213","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-25T18:07:09-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call reached the voicemail of Mary Anne White 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","session_id":"call_ced375569566107333a0de387a3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ced375569566107333a0de387a3"}},"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, TMAI","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":"15","blocnote":"May 26 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 14 2025 call back busy\r\nLN Oct 17 2025 vm\n2026 May 08 call started with Dolores, she was busy and did not complete survey, no callback scheduled","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:59-04:00","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":"15","phone_2":"9058572563","last_infoline_date_type":"2019-11-04","last_act_type":"2020-08-01","old_int_code":"06","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","latest_paid_thru":"2021-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:59-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Dolores to discuss her lapsed Associate membership with the National Payroll Institute and attempted to conduct a short survey. Dolores indicated she was busy and preferred to call back later, also inquiring if the agent was a person or AI. The call ended without completing the survey or scheduling a callback.","aitm_callsummarytitle":"Call with Dolores - No Survey Completion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_38f7e4bfce2dcddf605ff6f092c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_38f7e4bfce2dcddf605ff6f092c","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"10833","email":"liudan0820@hotmail.com","first_name":"Dan","last_name":"Liu","phone":"6478862727","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":"L25C06601","full_name":"Dan Liu","language":"English","origin":"Lapsed Spring 2024","individual_id":"316394","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503688","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6478862727","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:11:00-05:00","paid_thru":"2023-08-31","new_member_date_2":"2022-09-07","temp_do_id_for_auto_old_do_id":"L25C06601","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-07-28","pcl_status":"P","pcl_completion_date":"2022-12-12","pf1_status":"P","pf1_completion_date":"2023-03-26","pf2_status":"P","pf2_completion_date":"2023-07-26","number_of_passed_courses":"3","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"liudan0820@hotmail.com","pcl_completion_date_5":"2027-12-12","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"33578","email":"xqi880@mtroyal.ca","first_name":"Xiaojin","last_name":"Qi","phone":"4037082509","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"individual_id":"331629","full_name":"Xiaojin Qi","members_type":"CAND","lead_status":"Renewed Lapsed","new_member_date_2":"2026-05-05","city_1":"Calgary","time_zone":"4","province":"AB","language":"English","phone_2":"4037082509","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2025-04-02","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"L25C00540","last_act_type":"2026-05-05","pcl_status":"P","pcl_completion_date":"2024-02-26","pf1_status":"P","pf1_completion_date":"2024-05-23","number_of_passed_courses":"2","intcode":"99","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T16:04:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"xqi880@mtroyal.ca","pcl_completion_date_5":"2029-02-26","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","pf2_status":"E","date_of_renewal_identification":"2026-05-06"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"85362","canceldate":"2017-08-10","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","area_code":"905","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T09:58:00-04:00","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":"06","pds_september":"1","last_infoline_date_type":"2022-08-30","last_act_type":"2026-02-26","telemarketing_call_date":"2026-05-04","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":"99","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","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"29473","email":"rjpatel2315@yahoo.com","first_name":"Ripalben","last_name":"Patel","phone":"4375334889","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Ripalben Patel, PCP","members_type":"CORP","city_1":"Brantford","province":"ON","language":"English","phone_2":"4375334889","new_member_date_2":"2024-06-28","pipeline_2_members_only_ast":"","individual_id":"317261","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T13:31:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T13:43:00-04:00","blocnote":"21 May 2025 Completed - In the process of PCP","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"1","nonactive_reason":"AST->CAND\/PRO","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"LB2506985","lead_status":"Not Relevant","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2506985","temp_intcode_for_auto_old_int_code":"11","cert_status":"ACTIVE","last_act_type":"2026-08-01","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2022-11-27","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2023-02-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-06-28","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","organization_id":"72106","npi_email_temp":"rjpatel2315@yahoo.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/01\/2027","company_paid_thru":"2027-01-31","latest_paid_thru":"2027-01-31","canceldate":"2026-05-14","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30980","email":"amandaford7@gmail.com","first_name":"Amanda","last_name":"Ford","phone":"2262424793","orgname":"eSentire Inc.","customer_acct_name":"eSentire Inc.","tags":"WR250528, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"220570","full_name":"Amanda Ford, PLP","members_type":"CORP","city_1":"Oshawa","province":"ON","language":"English","phone_2":"9052599206","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2024-06-27","time_zone":"2","canceldate":"2025-05-21","cpa_certification":"CPM","cert_status":"ACTIVE","coidnewmbrdate":"2019-04-17","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","intcode":"99","blocnote":"30 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-30T11:00:00-04:00","organization_id":"275241","pds_july":"10","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2504248","temp_intcode_for_auto_old_int_code":"99","pds_august":"10","old_int_code":"6","pds_september":"10","last_infoline_date_type":"2023-06-30","last_conf_date_type":"2020-06-17","last_act_type":"2026-12-01","company_paid_thru":"2027-03-31","pcl_status":"P","pcl_completion_date":"2014-07-10","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":"2014-10-23","number_of_passed_courses":"4","pds_october":"10","trc":"False","wera":"False","pds_november":"10","do_id":"LB2504248","old_do_id":"L25P00224","npi_email_temp":"amandaford7@gmail.com","pcl_completion_date_5":"2019-07-10","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_status":"A"}},"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","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"8951","email":"alison.g.b@hotmail.com","first_name":"Alison","last_name":"Baxter","phone":"6472728453","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":"L25C06386","full_name":"Alison Baxter","language":"English","origin":"Lapsed Spring 2024","individual_id":"270885","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503555","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6472728453","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:39:00-04:00","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":"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":"01","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"11 March 2025 Survey completed","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2019-01-07","temp_do_id_for_auto_old_do_id":"L25C06386","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2023-01-31","pcl_status":"P","pcl_completion_date":"2019-12-16","pf1_status":"F","pf1_completion_date":"2020-04-19","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"alison.g.b@hotmail.com","pcl_completion_date_5":"2024-12-16","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 reached voicemail, Barb Walicki not available\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 reached voicemail, no human contact\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:43-04:00","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","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human 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","session_id":"call_aba2232b815a778e60bd7cd474a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_aba2232b815a778e60bd7cd474a","mini_nps":"3"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no human answer\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:42-04:00","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","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent called Laurie but reached voicemail and was unable to speak with a human. No further conversation or actions were taken.","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","session_id":"call_bf6be917a87a3cd26463ec1ae60","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bf6be917a87a3cd26463ec1ae60"}},"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","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"8908","email":"forcadoswong@hotmail.com","first_name":"Forcados","last_name":"Wong","phone":"6502346000","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, TMAI","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","intcode":"0","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T13:07:07-04:00","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Mar 11 2025 worng contact info\n2026 May 14 - Gatekeeper (Operative) answered; asked how to direct call for Forcados Wong; no transfer.\n2026 May 19 call answered by gatekeeper, no contact with Forcados Wong\n2026 May 21 call reached receptionist, no Forcados at this number","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":"08","pds_august":"1","pds_september":"1","last_act_type":"2024-01-07","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","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-21T13:07:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Forcados regarding the National Payroll Institute membership but was informed by the receptionist that Forcados is not available at that office. The call ended shortly after with no further conversation.","aitm_callsummarytitle":"No Forcados at Number","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; gatekeeper answered and did not connect to Forcados Wong.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"08","prootherreasonsnottorenew":"Contact not reached","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_460b3d81133597acf3c25aaf88a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_460b3d81133597acf3c25aaf88a","number_of_calls_reached":"3"}},"seriesid":"163"}
{"contact":{"id":"31028","email":"jmlb29@hotmail.com","first_name":"Jessica","last_name":"Beitz","phone":"7787009163","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"individual_id":"251561","full_name":"Jessica Beitz","members_type":"PRO","do_id":"L25P00240","city_1":"Nanaimo","province":"BC","language":"English","phone_2":"7787009163","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2017-03-24","time_zone":"5","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\n2026 May 14 - reached voicemail\/gatekeeper; contact said they can't answer now.\n2026 May 14 - Reached voicemail; contact requested message be left.\n2026 May 19 call reached voicemail, no conversation\n2026 May 19 call reached voicemail\n2026 May 21 call reached voicemail\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:08-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00240","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-02-06","pcl_status":"P","pcl_completion_date":"2017-07-02","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":"2019-09-23","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jmlb29@hotmail.com","pcl_completion_date_5":"2022-07-02","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-21T12:47:08-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered by the contact and went to voicemail.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not answer and left voicemail request; no renewal refusal recorded.","initialvalue":"Other","othermemberbenefit":"Not provided","old_int_code":"03","prootherreasonsnottorenew":"No response; voicemail reached","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_45c85420e20fc3ca3db013fc357","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_45c85420e20fc3ca3db013fc357","number_of_total_call_attempts":"7"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"297884","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:17:00-04:00","intcode":"06","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":"06","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":"31","last_infoline_date_type":"2025-09-24","last_act_type":"2025-09-24","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"libraryaccounts@okotokslibrary.ca","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"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":"2022-02-12","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","latest_paid_thru":"2024-01-31"}},"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","latest_paid_thru":"2025-01-31"}},"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, TMAI","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\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:06-04:00","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","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-25T14:22:05-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call reached the voicemail of the contact 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","session_id":"call_01de0c302f7294ee0ccab6554fc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_01de0c302f7294ee0ccab6554fc","number_of_total_call_attempts":"2","mini_nps":"3"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"246848","no_email_solicitation":"False","pds_march":"1","time_zone":"2","last_engaged_date":"2025-05-29","intcode":"31","blocnote":"May 8 2026  Survey completed Send resource email.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:11:00-04:00","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":"31","pds_september":"1","last_infoline_date_type":"2025-07-10","last_act_type":"2026-01-26","telemarketing_call_date":"2026-05-08","sendaigeneral":"2026-05-08T13:10:00-04:00","sendoctoberemail":"2025-10-22T09:42:36-04:00","sendaidate":"2026-05-08T13:10:44-04:00","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":"99","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","latest_paid_thru":"2027-01-31","resourceaware":"Yes","resourcevisitedselfreport":"Last month","sendaiemail":"2026-05-08T13:10:43-04:00"}},"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, TMAI, recall pro","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":"03","blocnote":"Mar 13 2025 vm  Mar 25 2025 vm\r\nMar 27 2025 vm  Mar 31 2025 wrong number\n2026 May 14 - Reached Sam Pets automated menu, pressed 1 for customer support; no human answered, call ended by user hangup\n2026 May 19 call reached voicemail, no live contact\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached automated menu at Pham Pets, no human agent reached, call ended by user.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:10-04:00","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":"03","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","latest_paid_thru":"2023-10-31","thewithdrawaldate":"2024-01-05","aitm_status_called":"2026-05-21T12:32:10-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was made to Pham Pets and reached an automated menu system. The user selected the customer support option, but no human agent was reached before the user hung up.","aitm_callsummarytitle":"Call reached automated menu, no human agent","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not engage with a human agent and hung up.","initialvalue":"Other","old_int_code":"06","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact did not engage with the agent.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_29011ba8ca4d783f0d3058f258d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_29011ba8ca4d783f0d3058f258d","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"10912","email":"faizatasleemzia@gmail.com","first_name":"Faiza","last_name":"Tasleem","phone":"2049608120","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":"Faiza Tasleem","language":"English","origin":"Lapsed Spring 2024","individual_id":"322039","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-11","old_do_id":"L25C06307","members_type":"CAND","province":"MB","area_code":"204","time_zone":"3","phone_2":"2049608120","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"LN Nov 4 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T12:45:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2023-02-22","temp_do_id_for_auto_old_do_id":"L25C06307","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-08-07","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-09-28","pf2_status":"P","pf2_completion_date":"2023-12-20","number_of_passed_courses":"3","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","npi_email_temp":"faizatasleemzia@gmail.com","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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":"2017-11-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"admin@futureharvest.com","formatted_paid_thru":"31\/08\/2020","latest_paid_thru":"2020-08-31","company_paid_thru":"2020-08-31","corp_cancel_date":"2020-11-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29501","email":"gordonm@hyssteakhouse.com","first_name":"Gordon","last_name":"Mah","phone":"6046843311","orgname":"Hy's of Canada Ltd.","customer_acct_name":"Hy's of 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, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST0891","full_name":"Gordon Mah","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","lead_status":"Member","last_engaged_date":"2025-10-01","new_member_date_2":"2021-06-21","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"302474","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"07","blocnote":"May 4 2026 vm  may 6 2026 vm\r\nMay 12 2026 vm  May 15 2026 vm\r\nMay 21 2026 vm  May 25 2026 vm\r\nJune 1 2026 In a meeting.","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T17:05:00-04:00","resources_tools_may":"2","last_login_date":"2025-05-30T11:09:46-04:00","member_may":"1","pipeline_1_lapsed_members":"","paid_thru":"2027-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"2","temp_do_id_for_auto_old_do_id":"AST0891","temp_intcode_for_auto_old_int_code":"07","last_act_type":"2026-05-20","telemarketing_call_date":"2026-06-01","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:49-05:00","npi_email_temp":"gordonm@hyssteakhouse.com","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","date_of_renewal_identification":"2026-05-23","old_int_code":"06","ai_entered_date":"2026-05-23"}},"seriesid":"163"}
{"contact":{"id":"30155","email":"priya.prabaker@greatgulf.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, TMAI, 260522 Lapsed DEL","ip4":"10.13.144.5","fields":{"old_do_id":"L25A03115","full_name":"Andrew King","members_type":"CORP","coidnewmbrdate":"2025-01-29","city_1":"Scarborough","province":"ON","language":"English","lead_status":"Lapsed DEL","new_member_date_2":"2024-02-02","individual_id":"71764","pipeline_1_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":"02","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\n2026 May 08 contact spoke with Priya, payroll manager, updated email and confirmed payment by check for corporate membership","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:39-04:00","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":"Preferred not to say","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","organization_id":"346382.0","nonactive_reason":"AST->CORP","pds_july":"2","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25A03115","temp_intcode_for_auto_old_int_code":"02","pds_august":"2","phone_2":"4167621556","old_int_code":"99","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":"","npi_email_temp":"priya.prabaker@greatgulf.com","ln_entered_date":"2026-04-03","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:39-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","regular_email_change_date":"2026-05-08T12:01:54-04:00","npi_email_2":"andkekin@icloud.com","npi_transcriptsummary":"The agent called to speak with Andrew King regarding his NPI membership but reached Priya, the payroll manager responsible for the corporate membership payments. Priya confirmed payment by check was sent and provided her email for future communications, which the agent updated in the system. The call concluded successfully with no further assistance needed.","aitm_callsummarytitle":"Membership Payment and Contact Update","notrenewedwanttorenew":"Yes","initialvalue":"Other","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Just email sent","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_cb82a121528d5132824be71a75b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cb82a121528d5132824be71a75b","number_of_calls_reached":"1"}},"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":"260522 Lapsed DEL","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":"LB2504951","organization_id":"148439","pipeline_2_members_only_ast":"","pds_july":"3","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":"2026-05-20","last_act_type":"2026-05-20","company_paid_thru":"2027-03-31","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","npi_email_temp":"dianaychq@gmail.com","pcl_completion_date_5":"2023-05-22","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","do_id":"","company_status":"A"}},"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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"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, 260522 Lapsed DEL","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":"LB2504216","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":"2026-01-30","organization_id":"9540","company_paid_thru":"2027-03-31","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","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","latest_paid_thru":"2027-03-31","do_id":"","company_status":"A"}},"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":{"old_do_id":"L25A00276","full_name":"Dominique Haskel Martinez","members_type":"AST","city_1":"Terrebonne","province":"QC","language":"French","lead_status":"Refused","individual_id":"333718","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","no_email_solicitation":"FALSE","area_code":"514","time_zone":"2","intcode":"01","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","old_int_code":"05","phone_2":"5149236233","temp_do_id_for_auto_old_do_id":"L25A00276","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:21-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Dominique to discuss the lapse of their Associate membership with the National Payroll Institute. Dominique expressed dissatisfaction with the membership and declined to renew, citing insufficient use of the membership benefits. The agent provided information about the resources available but Dominique remained firm in their decision not to renew.","aitm_callsummarytitle":"Membership Non-Renewal Declined","blocnote":"2026 May 08 no answer, call ended due to inactivity\n2026 May 08 contact declined to renew citing lack of use of membership benefits.","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_ce0e9b5e436a89d30792e7feea6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ce0e9b5e436a89d30792e7feea6","number_of_calls_reached":"1","onesentencenotrenewed":"Did not use the membership enough or payroll wasn\u2019t complex for them.","initialvalue":"Help with Complex","age_range":"31-45","date_of_renewal_identification":""}},"seriesid":"163"}
{"contact":{"id":"8862","email":"andrea.perrin@hotmail.com","first_name":"Andrea","last_name":"Perrin","phone":"2049261290","orgname":"Orthopaedic Innovation Centre Inc.","customer_acct_name":"Orthopaedic Innovation Centre Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06900","province":"MB","full_name":"Andrea Perrin","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"306983","area_code":"204","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500568","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":"2021-11-05","temp_do_id_for_auto_old_do_id":"L25C06900","phone_2":"2049969022","last_act_type":"2021-04-11","pcl_status":"P","pcl_completion_date":"2022-03-20","pf1_status":"P","pf1_completion_date":"2022-06-26","number_of_passed_courses":"2","intcode":"06","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:17:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"andrea.perrin@hotmail.com","pcl_completion_date_5":"2027-03-20","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"10309","email":"shamini.ramesh@gmail.com","first_name":"Shamini","last_name":"Ramesh","phone":"4165561824","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":"L25C07207","full_name":"Shamini Ramesh","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"301408","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503415","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4165561824","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"10","blocnote":"LNC Nov 25 2025 call back end of the week","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T13:33:00-05:00","paid_thru":"2022-04-30","new_member_date_2":"2021-05-19","temp_do_id_for_auto_old_do_id":"L25C07207","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2021-05-31","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"shamini.ramesh@gmail.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"28974","email":"talese.godberson@roynorthern.com","first_name":"Talese","last_name":"Godberson","phone":"7808350299","orgname":"Roy Northern Land Service Ltd.","customer_acct_name":"Roy Northern Land Service Ltd.","tags":"payroll.ca visited, 250205 AST Members, inPipeline2, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02645","full_name":"Talese Godberson","members_type":"AST","city_1":"Fairview","province":"AB","language":"English","phone_2":"7808350299","lead_status":"Lapsed Member","new_member_date_2":"2024-09-06","pipeline_2_members_only_ast":"","individual_id":"341712","no_email_solicitation":"False","time_zone":"4","blocnote":"Oct 10 2025 vm\r\nOct 15 2025 vm  Oct 29 2025 vm\n2026 Mar 04 contact not reached, voicemail answered\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 went to voicemail, no contact made\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T17:06:51-04:00","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-08-31","mini_nps":"2","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":"","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","last_engaged_date":"2025-09-03","member_september":"3","canceldate":"2025-09-05","temp_do_id_for_auto_old_do_id":"L25A02645","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-01-16","last_act_type":"2025-05-09","date_of_renewal_identification":"","old_do_id":"AST0533","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"talese.godberson@roynorthern.com","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 it resulted in reaching voicemail with no further conversation.","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":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"234444","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T10:01:00-04:00","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":"2026-09-03","telemarketing_call_date":"2026-05-04","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","latest_paid_thru":"2027-04-30"}},"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","latest_paid_thru":"2025-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"187740","no_email_solicitation":"False","area_code":"519","time_zone":"2","intcode":"06","blocnote":"May 11 2026 vm","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:21:00-04:00","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":"2026-05-11","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","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"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":"2024-09-05","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","latest_paid_thru":"2025-01-31"}},"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, TMAI","ip4":"127.0.0.1","fields":{"old_do_id":"L25A00277","full_name":"Catherine Keskinen","members_type":"AST","city_1":"Welland","province":"ON","language":"English","lead_status":"Refused","last_engaged_date":"2025-02-26","new_member_date_2":"2024-01-31","individual_id":"333842","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","area_code":"905","time_zone":"2","blocnote":"may 28 2025 completed\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 contact refused to renew and declined survey questions","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:37-04:00","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":"01","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","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Catherine regarding her lapsed Associate membership with the National Payroll Institute. Catherine declined to renew and refused to answer survey questions, stating she does not require the information from the website. The call ended shortly after her refusal.","aitm_callsummarytitle":"Contact refused to renew membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_61d5d24a582b94aa9165f90c244","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_61d5d24a582b94aa9165f90c244","onesentencenotrenewed":"I don't require the information from your website.","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33449","email":"lj263@yahoo.com","first_name":"Jiang","last_name":"Liu","phone":"6048616138","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321593","full_name":"Jiang Liu","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-02-08","city_1":"Vancouver","time_zone":"5","province":"BC","language":"English","phone_2":"6048616138","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","intcode":"21","blocnote":"Nov 4 2025 vm\r\nLNC Dec 11 2025 vm","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:09:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00474","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-12-27","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"P","pf2_completion_date":"2023-11-02","number_of_passed_courses":"3","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","npi_email_temp":"lj263@yahoo.com","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00474","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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","npi_email_temp":"esarama100@yahoo.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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":"2024-08-02","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"30100","email":"liz.roberts@coinstar.com","first_name":"Elizabeth","last_name":"Roberts","phone":"2086966911","orgname":"Coinstar","customer_acct_name":"Coinstar","tags":"payroll.ca visited, Member portal, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02907","full_name":"Elizabeth Roberts","members_type":"AST","city_1":"Payette","province":"ID","language":"English","phone_2":"2086966911","lead_status":"Lapsed Member","new_member_date_2":"2025-01-13","pipeline_2_members_only_ast":"","individual_id":"346188","no_email_solicitation":"False","time_zone":"4","blocnote":"Dec 8 2025 vm  Dec 15 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call initiated but contact did not confirm identity or engage\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T17:11:59-04:00","intcode":"06","last_engaged_date":"2025-05-29","last_login_date":"2025-05-29T11:25:03-04:00","member_may":"1","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":"L25A02907","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-08-01","telemarketing_call_date":"2025-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"liz.roberts@coinstar.com","canceldate":"2026-03-03","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","old_do_id":"AST1207","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-19T17:27:02-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"10","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_3a5853f27f9a2dbaa3bd47ddd6b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3a5853f27f9a2dbaa3bd47ddd6b","old_int_code":"03","number_of_calls_reached":"1","mini_nps":"3"}},"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","latest_paid_thru":"2021-09-30"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"8034","email":"afell2713@gmail.com","first_name":"Amanda","last_name":"Felling","phone":"6048133098","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Amanda Felling","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"23-f?vr-15","individual_id":"60390","region":"CDN","lead_status":"Refused","old_do_id":"L25A02442","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-05-04","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"2015-02-23","no_email_solicitation":"FALSE","pds_march":"5","cert_status":"WITHDRAWN_CPE","province":"BC","time_zone":"5","pds_july":"5","paid_thru":"2021-02-28","intcode":"21","blocnote":"Aug 13 2025 vm\r\nLN Oct 30 2025 vm\n2026 May 08 call reached voicemail, no direct contact made\n2026 May 08 contact declined to continue conversation due to lack of time","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:43-04:00","temp_do_id_for_auto_old_do_id":"L25A02442","temp_intcode_for_auto_old_int_code":"21","pds_august":"5","phone_2":"6048133098","pds_september":"5","last_conf_date_type":"2013-06-18","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"afell2713@gmail.com","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T14:16:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called Amanda to discuss her lapsed Associate membership with the National Payroll Institute, but Amanda declined to continue the conversation due to lack of time.","aitm_callsummarytitle":"Contact declined to continue conversation","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact declined to continue the conversation due to lack of time.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_f3a5d8ace257f8f411c619396fb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f3a5d8ace257f8f411c619396fb","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"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, weekly report discount","ip4":"10.13.144.170","fields":{"full_name":"Gil Test","language":"French","explicit_consent_date":"","domain_1":"","time_zone":"2","area_code":"","last_engaged_date":"2026-05-29","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\n2026 May 21 contact forgot to renew, updated email to payam@directobjective.ca, sent renewal email, completed survey with positive feedback\n2026 May 21 contact unaware membership lapsed, agreed to receive email with renewal procedure and answered survey - NPI# 31090\n2026 May 21 call ended early, contact not available, no callback date provided\n2026 May 22 contact agreed to renew and sent the email - NPI# 31090\n2026 May 22 contact asked about designation process and courses completed, declined email with details.\n2026 May 22 call with Gil about designation requirements and membership status clarification\n2026 May 22 contact asked about designation steps and confirmed passing PF1 and PF2 courses\n2026 May 25 contact declined renewal due to retirement\n2026 May 25 contact initially declined renewal due to unemployment but agreed after explanation; email sent with renewal procedure - NPI# 31090\n2026 May 25 brief contact with Gil, no survey completed\n2026 May 25 contact initially refused renewal citing lack of value but agreed after explanation; renewal email sent - NPI# 31090\n2026 May 25 contact refused to renew due to fee concerns\n2026 May 25 contact declined renewal due to difficulty maintaining CPE hours\n2026 May 25 contact wants to renew and sent the email - NPI# 31090","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T16:13:59-04:00","pipeline_2_members_only_ast":"","unsub_reason":"","unsub_reason_fr":"","onesentencenotrenewed":"Difficulty maintaining CPE hours.","value_help_with_complex":"","value_stay_current":"","value_course":"","value_designation":"","value_networking":"","value_career":"","value_promote_payroll":"","value_discount_program":"","othermemberbenefit":"Designation information","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":"2","age_range":"Preferred not to say","selfpayrollproficiency":"","notrenewedcpehard":"","notrenewedoutofbusiness":"","notrenewedacquired":"","notrenewedbudget":"","notrenewedoutsourced":"","sendapplicationform":"2026-05-25T16:16:00-04:00","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","temp_do_id_for_auto_old_do_id":"L25A02788","member_january":"12","canceldate3yearplus":"2028-01-01","pcl_completion_date_5":"2030-01-01","aitm_status_called":"2026-05-25T16:13:59-04:00","number_of_call_attempts":"57","npi_transcriptsummary":"The agent contacted Gil to discuss his lapsed Student membership with the National Payroll Institute. Gil expressed interest in renewing his membership to advance his payroll career, rated his satisfaction as low, and confirmed his email for receiving the renewal procedure. The agent sent the renewal application form via email and concluded the call positively.","aitm_callsummarytitle":"Membership Renewal Interest Confirmed","npi_email_temp":"g@directobjective.ca","temp_intcode_for_auto_old_int_code":"02","number_of_calls_reached":"116","members_type":"CAND","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":"User asked about designation requirements rather than renewal.","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 about the steps required to obtain his designation after membership cancellation and requested verification of completed courses.","number_of_total_call_attempts":"56","retell_call_status":"ended","sendapxapplicationform":"2026-03-19T11:14:00-04:00","thewithdrawaldate":"2025-01-01","session_id":"call_fed50d144248a7b02b2be870560","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fed50d144248a7b02b2be870560","thewithdrawaldate_3_years":"2028-01-01","formatted_paid_thru":"01\/01\/2099","latest_paid_thru":"2099-01-01","do_id":""}},"seriesid":"163"}
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{"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","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"8985","email":"gznjaniz7@gmail.com","first_name":"Janice","last_name":"Gozon","phone":"5872988976","orgname":"East West College","customer_acct_name":"East West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07366","province":"AB","full_name":"Janice Gozon","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"296546","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500130","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":"2021-01-11","temp_do_id_for_auto_old_do_id":"L25C07366","phone_2":"5872988976","last_act_type":"2021-11-01","pcl_status":"P","pcl_completion_date":"2021-05-17","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":"gznjaniz7@gmail.com","pcl_completion_date_5":"2026-05-17","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"8899","email":"floraying2010@hotmail.com","first_name":"Ying","last_name":"Dong","phone":"5879666619","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":"Ying Dong","language":"English","origin":"Lapsed Spring 2024","individual_id":"316216","region":"CDN","lead_status":"Refused","old_do_id":"L25C06553","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"5879666619","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:37:00-04:00","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":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not in payroll anymore","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":"Yes","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"11 March 2025 Survey completed","canceldate":"2023-12-02","paid_thru":"2023-09-30","new_member_date_2":"2022-09-30","temp_do_id_for_auto_old_do_id":"LB2505185","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":"2022-09-30","pcl_status":"P","pcl_completion_date":"2023-01-19","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2505185","npi_email_temp":"floraying2010@hotmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"31031","email":"yunita.tanuwidjaja@yahoo.ca","first_name":"Yunita","last_name":"Tanuwidjaja","phone":"9052795110","orgname":"Samuel, Son & Co., Ltd","customer_acct_name":"Samuel, Son & Co., Ltd","tags":"250507 phone cannot be recovered, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"257274","full_name":"Yunita Tanuwidjaja, PCP","members_type":"CORP","coidnewmbrdate":"1994-05-01","city_1":"Oakville","province":"ON","language":"English","phone_2":"9057662383","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2023-12-19","area_code":"905","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 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T15:23:00-04:00","old_int_code":"16","notrenewedother":"Phone cannot be recovered","organization_id":"9530","pipeline_2_members_only_ast":"","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"LB2507735","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2507735","last_infoline_date_type":"2024-04-26","last_act_type":"2026-12-01","company_paid_thru":"2027-05-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-02-04","pf1_status":"P","pf1_completion_date":"2019-01-21","pf2_status":"P","pf2_completion_date":"2019-05-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-09-29","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"yunita.tanuwidjaja@yahoo.ca","pcl_completion_date_5":"2023-02-04","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30060","email":"vburdzovic@ontarioracquetclub.com","first_name":"Verica","last_name":"Burdzovic","phone":"9058225240","orgname":"Ontario Racquet Club","customer_acct_name":"Ontario Racquet Club","tags":"payroll.ca visited, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0191","full_name":"Verica Burdzovic, CPA, CGA","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"6479810909","lead_status":"Renewed APX","new_member_date_2":"2020-09-02","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"292107","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendmayemail":"2025-10-22T09:59:00-04:00","blocnote":"May 8 2026 vm","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","sendjuneemail":"2025-06-09T15:49:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:38:00-04:00","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":"","age_range":"61+","last_engaged_date":"2025-08-22","resources_tools_june":"3","payroll_guidelines_june":"6","late_breaking_payroll_news_june":"3","member_july":"16","paid_thru":"2026-08-31","old_int_code":"31","member_august":"4","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"224","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST0191","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2021-03-31","last_act_type":"2025-08-13","telemarketing_call_date":"2026-05-08","sendaigeneral":"2025-10-22T09:57:00-04:00","sendoctoberemail":"2025-10-22T09:58:00-04:00","sendaidate":"2025-12-01T10:14:48-05:00","email2":"","full_name_2":" ","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vburdzovic@ontarioracquetclub.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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, AI Contacts sent to TM 2026, 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":"Pre-membership expiration","individual_id":"254400","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"02","blocnote":"June 1 2026 Survey completed Sent webinar email. She said she will renew on her own","sendmayemail":"2025-05-26T17:12:00-04:00","pipeline_1_lapsed_members":"","cert_status":"PENDING","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T12:49:00-04:00","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":"02","last_act_type":"2025-06-30","telemarketing_call_date":"2026-05-11","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","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16","mini_nps":"5","testimonial":"NA","renewal_refusal_reasons":"","old_int_code":"6","sendpreexpirationemail":"2026-06-01T12:49:00-04:00"}},"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":"ON","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","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"8883","email":"fkaboreal@gmail.com","first_name":"Fatoumata","last_name":"Kabore","phone":"4388868019","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":"L25C06626","full_name":"Fatoumata Kabore","language":"English","origin":"Lapsed Spring 2024","individual_id":"305270","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-23","old_do_id":"LB2503621","members_type":"CAND","province":"QC","area_code":"438","time_zone":"2","phone_2":"4388868019","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"11 March 2025 Someone should call in French\r\n01 April 2025 In French\r\n14 April 2025 VM\r\nLN \/ 08 December 2025 VM","paid_thru":"2023-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:24:00-05:00","new_member_date_2":"2021-09-16","temp_do_id_for_auto_old_do_id":"L25C06626","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-10-14","pcl_status":"F","pcl_completion_date":"2022-07-11","pf1_status":"F","pf1_completion_date":"2022-12-25","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"fkaboreal@gmail.com","pcl_completion_date_5":"2027-07-11","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"8995","email":"khalilsabi@hotmail.com","first_name":"Khalil","last_name":"Sabi","phone":"4039714907","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":"L25C06721","full_name":"Khalil Al Sabi","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"310492","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503247","members_type":"CAND","province":"AB","area_code":"403","time_zone":"4","phone_2":"4039714907","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:59:00-05:00","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":"Yes","expectationsnotmetspecify":"Online courses did not help him - he didn't like it to be online","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"He is in accounting","hardtoparticipateevents":"No","mini_nps":"4","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":"Yes","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 11 December 2025 VM","canceldate":"2023-05-02","paid_thru":"2023-02-28","new_member_date_2":"2022-02-25","temp_do_id_for_auto_old_do_id":"L25C06721","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-03-23","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"1","trc":"False","wera":"False","npi_email_temp":"khalilsabi@hotmail.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"29513","email":"sara.patterson@gfs.com","first_name":"Sara","last_name":"Patterson","phone":"6472698300","orgname":"Gordon Food Service","customer_acct_name":"Gordon Food Service","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1105","full_name":"Sara Patterson","members_type":"AST","city_1":"Milton","province":"ON","language":"English","phone_2":"6472698300","lead_status":"Member","new_member_date_2":"2023-12-20","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"36744","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"06","blocnote":"May 4 2026  vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T10:36:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1105","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2026-06-02","last_act_type":"2026-06-02","telemarketing_call_date":"2026-05-04","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:26-05:00","npi_email_temp":"sara.patterson@gfs.com","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Elsie Mamaradlo","language":"English","origin":"Lapsed Spring 2024","individual_id":"317570","area_code":"780","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25A02200","time_zone":"4","province":"AB","members_type":"AST","phone_2":"8252027574","pipeline_1_lapsed_members":"Refused Lapsed","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:49-04:00","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":"1","age_range":"31-45","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\n2026 May 08 contact requested callback at 5 PM on cell phone and email sent - NPI# not provided\n2026 May 08 reached voicemail, Elsie not available\n2026 May 08 contact not Elsie, said Elsie at work, callback later\n2026 May 11 contact declined renewal citing not a designated payroll person.","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":"01","last_act_type":"2022-07-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gn2ngai@gmail.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-11T13:06:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_call_back_date_and_time":"2026-05-08T17:00:00-04:00","npi_call_back_time_hour":"17","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent contacted Elsie regarding her lapsed NPI Associate membership and conducted a survey about her membership experience. Elsie expressed dissatisfaction with the membership and declined to renew, citing that she is not a designated payroll person. The call concluded politely without sending a renewal email.","aitm_callsummarytitle":"Membership renewal declined due to designation status","onesentencenotrenewed":"Not a designated payroll person.","initialvalue":"Designation","othermemberbenefit":"Requested email and callback, no specific initial value stated.","old_int_code":"03","astotherreasonsnottorenew":"Not a designated payroll person.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_0d46d4bf41243b64f2485822db1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0d46d4bf41243b64f2485822db1","number_of_calls_reached":"2","pipeline_2_members_only_ast":"","date_of_renewal_identification":""}},"seriesid":"163"}
{"contact":{"id":"5733","email":"mariecboucher@hotmail.com","first_name":"Marie","last_name":"Boucher","phone":"4504720440","orgname":"UPA","customer_acct_name":"UPA","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2501721","province":"QC","extension_phone_1":"225","full_name":"Marie Claude Boucher, Comptable","language":"French","origin":"2023 lapsed Members","attended_webinar":"No","lapsed_expiration_date":"2022-07-05","individual_id":"288035","time_zone":"2","area_code":"450","region":"QC","lead_status":"Refused","last_engaged_date":"2024-12-12","old_do_id":"QNPIRETP00245","members_type":"PRO","canceldate":"2022-07-05","cpa_certification":"SCPQ","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":"2020-05-01","temp_do_id_for_auto_old_do_id":"LB2501721","temp_intcode_for_auto_old_int_code":"21","phone_2":"5145728774","last_act_type":"2023-03-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-02-24","number_of_passed_courses":"1","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mariecboucher@hotmail.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"8910","email":"andreavaz@outlook.com","first_name":"Andrea","last_name":"Vaz","phone":"4169981213","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":"L25C07092","full_name":"Andrea Vaz","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"303752","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503093","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4169981213","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","intcode":"09","blocnote":"Nov 7 2025 she already answered question in DOTLN","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T09:50:00-05:00","paid_thru":"2022-07-31","new_member_date_2":"2021-08-10","temp_do_id_for_auto_old_do_id":"L25C07092","temp_intcode_for_auto_old_int_code":"09","last_act_type":"2021-10-08","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":"looking for a job in the field","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":"because they were in person","engagingstrategiesspecify":"more workshops","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"01","pcl_status":"F","pcl_completion_date":"2021-10-24","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"andreavaz@outlook.com","pcl_completion_date_5":"2026-10-24","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"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","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"9057","email":"mesposito@longshore.ca","first_name":"Matthew","last_name":"Esposito","phone":"4039841090","orgname":"Longshore Resources Ltd.","customer_acct_name":"Longshore Resources Ltd.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00114","province":"AB","full_name":"Matthew Esposito","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2020-07-10","domain_1":"longshore.ca","lapsed_expiration_date":"2023-03-02","individual_id":"290288","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00358","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 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:00:00-05:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00114","temp_intcode_for_auto_old_int_code":"6","organization_id":"252517","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mesposito@longshore.ca","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30414","email":"arya.varun60@gmail.com","first_name":"Varun","last_name":"Arya","phone":"4169671773","orgname":"YouthLink","customer_acct_name":"YouthLink","tags":"250217 Lapsed, NPIdealed, WR250409, 250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"289996","full_name":"Varun Arya, PCP","city_1":"Scarborough","province":"ON","language":"English","phone_2":"4382253845","lead_status":"Renewed Lapsed","new_member_date_2":"2023-02-08","pipeline_1_lapsed_members":"Renewed lapsed","time_zone":"2","old_do_id":"L25P00054","origin":"Lapsed members","found":"Individual ID","date_of_renewal_identification":"2026-05-28","members_type":"CORP","coidnewmbrdate":"2025-02-05","extension_phone_1":"234","area_code":"416","organization_id":"360896","canceldate":"2025-04-02","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2504394","last_infoline_date_type":"2026-04-29","last_act_type":"2026-04-29","company_paid_thru":"2027-02-28","pcl_status":"P","pcl_completion_date":"2020-08-23","pf1_status":"P","pf1_completion_date":"2020-12-07","pf2_status":"P","pf2_completion_date":"2021-02-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-04-07","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504394","npi_email_temp":"arya.varun60@gmail.com","pcl_completion_date_5":"2025-08-23","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","company_status":"A"}},"seriesid":"163"}
{"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":"2022-06-10","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","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"16104","email":"maureensamms@hotmail.com","first_name":"Maureen","last_name":"Samms","phone":"4039333440","orgname":"Porchlight Developments Ltd.","customer_acct_name":"Porchlight Developments Ltd.","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Maureen Samms","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2017-07-20","attended_webinar":"Yes","do_id":"L25O02033","individual_id":"254288","members_type":"CORP","time_zone":"4","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501952","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"may 26 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T12:37:00-04:00","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","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"we don`t find it useful to pay for it","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":"2020-06-30","temp_do_id_for_auto_old_do_id":"L25O02033","temp_intcode_for_auto_old_int_code":"1","organization_id":"254286","phone_2":"5875775585","last_act_type":"2018-12-24","pcl_status":"P","pcl_completion_date":"2017-12-03","pf1_status":"P","pf1_completion_date":"2018-12-24","pf2_status":"P","pf2_completion_date":"2019-12-16","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"maureensamms@hotmail.com","pcl_completion_date_5":"2022-12-03","formatted_paid_thru":"30\/06\/2020","latest_paid_thru":"2020-06-30","company_paid_thru":"2020-06-30","corp_cancel_date":"2020-09-02","company_status":"I"}},"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, TMAI","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":"06","blocnote":"14 March 2025 Only by e-mail\n2026 May 08 call reached voicemail, no conversation completed\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 voicemail reached, no human contact\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","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":"06","phone_2":"6138484415","last_act_type":"2022-06-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dana.schoenhals@ceo.ymca.ca","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:44-04:00","number_of_call_attempts":"8","number_of_total_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":"16","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c50792f29abbcdb4bd62f025f36","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c50792f29abbcdb4bd62f025f36"}},"seriesid":"163"}
{"contact":{"id":"29895","email":"nbourque@marie-claire.com","first_name":"Nathalie","last_name":"Bourque","phone":"5143540650","orgname":"Boutique Marie-Claire","customer_acct_name":"Boutique Marie-Claire","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert19, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0161","full_name":"Nathalie Bourque","members_type":"AST","city_1":"Anjou","province":"QC","language":"French","lead_status":"Renewed APX","new_member_date_2":"2023-10-12","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"138803","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","sendjulyemail":"2025-07-15T15:41:00-04:00","blocnote":"px.30 sept 2025 bv","sendmayemail":"2025-07-15T15:41:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","dhmsfin_telemarketing_last_contacted_date":"2025-09-30T10:54:00-04:00","full_name_2":" ","paid_thru":"2026-09-30","old_int_code":"31","extension_phone_1":"4225","temp_do_id_for_auto_old_do_id":"AST0161","temp_intcode_for_auto_old_int_code":"06","date_of_renewal_identification":"2025-09-25","last_act_type":"2025-09-19","telemarketing_call_date":"2025-09-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:15-05:00","npi_email_temp":"nbourque@marie-claire.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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","latest_paid_thru":"2020-01-31","company_paid_thru":"2020-01-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"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":"2024-03-02","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","latest_paid_thru":"2025-01-31"}},"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":"2020-08-06","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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"10856","email":"par.mariana@gmail.com","first_name":"Mariana","last_name":"Parashchak","phone":"5875017552","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07535","full_name":"Mariana Parashchak","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293528","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503349","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":"L25C07535","phone_2":"5875017552","last_infoline_date_type":"2021-03-29","last_act_type":"2021-03-29","pcl_status":"P","pcl_completion_date":"2021-01-31","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"par.mariana@gmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"15872","email":"rembro@hdhospital.ca","first_name":"Rebecca","last_name":"Embro","phone":"5193642340","orgname":"Hanover & District Hospital","customer_acct_name":"Hanover & District Hospital","tags":"Fixed deal, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, WR250321, 250425 Renewed Lapsed, npiAlert14, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"ON","extension_phone_1":"205","full_name":"Rebecca Embro","language":"English","origin":"2023 Lapsed members","explicit_consent_date":"1989-10-01","domain_1":"hdhospital.ca","attended_webinar":"Yes","lapsed_expiration_date":"2023-01-05","time_zone":"2","area_code":"519","region":"CDN","lead_status":"Lapsed DEL","old_do_id":"L25O00305","members_type":"CORP","organization_id":"7473","pipeline_1_lapsed_members":"Renewed lapsed","city_1":"Hanover","found":"individual id","date_of_renewal_identification":"2026-05-26","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T14:47:00-04:00","blocnote":"Jan 9 2025 survey completed ( she is willing to become a member again and she want us to send her the renewal documents)\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 Already renewed","coidnewmbrdate":"2025-03-18","phone_2":"5198890030","individual_id":"260382","temp_do_id_for_auto_old_do_id":"LB2506941","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2022-05-27","last_act_type":"2022-12-20","company_paid_thru":"2026-02-28","number_of_passed_courses":"0","old_int_code":"1","trc":"False","wera":"False","do_id":"LB2506941","npi_email_temp":"rembro@hdhospital.ca","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","corp_cancel_date":"2023-01-05","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"9759","email":"sandra.noseworthy@gmail.com","first_name":"Sandra","last_name":"Noseworthy","phone":"5146348605","orgname":"Groupe Trans-Inter Inc.","customer_acct_name":"Groupe Trans-Inter Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25C07386","province":"QC","full_name":"Sandra Noseworthy","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"296676","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501283","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":"2021-01-14","temp_do_id_for_auto_old_do_id":"L25C07386","phone_2":"5143490334","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":"sandra.noseworthy@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"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":"2022-06-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ivanveen@crcna.org","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31","company_paid_thru":"2022-07-31","corp_cancel_date":"2022-10-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"28973","email":"sfart_adela@yahoo.com","first_name":"Adela","last_name":"Sfart","phone":"3613333000","orgname":"BC Property Management Ltd.","customer_acct_name":"BC Property Management Ltd.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert20, AI Contacts sent to TM 2026, 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","lead_status":"Member","new_member_date_2":"2017-02-01","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"97790","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"2","area_code":"416","time_zone":"2","intcode":"05","blocnote":"June 1 2026 No answer\r\nJune 2 2026  No answer","dhmsfin_telemarketing_last_contacted_date":"2026-06-02T14:10:00-04:00","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":"05","pds_september":"2","last_infoline_date_type":"2026-03-19","last_act_type":"2026-03-19","telemarketing_call_date":"2026-05-01","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","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16","old_int_code":"12"}},"seriesid":"163"}
{"contact":{"id":"8973","email":"melissafitzpatrick29@gmail.com","first_name":"Melissa","last_name":"Fitzpatrick","phone":"5192545577","orgname":"Windsor Regional Hospital","customer_acct_name":"Windsor Regional Hospital","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07567","province":"ON","full_name":"Melissa Fitzpatrick","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"294314","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500682","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":"2020-11-02","temp_do_id_for_auto_old_do_id":"L25C07567","phone_2":"5195662251","last_act_type":"2020-10-30","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 20 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T08:57:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"melissafitzpatrick29@gmail.com","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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":"2024-08-04","last_act_type":"2026-12-01","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","latest_paid_thru":"2026-08-31","company_status":"A"}},"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","latest_paid_thru":"2022-06-30","company_paid_thru":"2022-06-30","corp_cancel_date":"2022-09-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"28965","email":"vanessa@amcfoam.com","first_name":"Vanessa","last_name":"Gledhill","phone":"2046338800","orgname":"AMC Foam Technologies","customer_acct_name":"AMC Foam Technologies","tags":"payrollcompliance visited, payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, 250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, npiAlert16, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0532","full_name":"Vanessa Gledhill","members_type":"AST","city_1":"Headingley","province":"MB","language":"English","phone_2":"2049907529","lead_status":"Renewed APX","last_login_date":"2025-02-26T10:51:14-05:00","new_member_date_2":"2021-11-19","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"219381","no_email_solicitation":"False","pds_march":"2","area_code":"204","time_zone":"3","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-15T10:30:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:38:00-04:00","blocnote":"May 1 2026 survey completed email sent","resourceaware":"Yes","resourcevisitedselfreport":"Last month","value_designation":"No","last_engaged_date":"2026-05-01","pipeline_1_lapsed_members":"","pds_may":"1","old_int_code":"06","pds_july":"1","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"2","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0532","date_of_renewal_identification":"2025-09-16","temp_intcode_for_auto_old_int_code":"31","pds_september":"1","last_infoline_date_type":"2025-08-09","last_act_type":"2025-08-09","telemarketing_call_date":"2026-05-01","pcl_status":"F","pcl_completion_date":"2022-04-10","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","sendaidate":"2026-05-01T10:13:05-04:00","pds_november":"2","sendaigeneral":"2026-05-01T10:13:00-04:00","senddecemberemail":"2025-12-17T13:50:46-05:00","sendcandapplicationform":"2025-12-17T13:51:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"vanessa@amcfoam.com","pcl_completion_date_5":"2027-04-10","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","sendaiemail":"2026-05-01T10:13:04-04:00","resources_tools_may":"1"}},"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, TMAI","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":"16","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\n2026 May 13 - reached voicemail\/IVR; no human contact\n2026 May 13 - reached voicemail\/answering service (Arnold and Sharon).\n2026 May 15 - Reached voicemail at 3P Learning; office closed message; no human contact.\n2026 May 15 - Reached voicemail\/answering system; names Arnold and Sharon mentioned.\n2026 May 19 call reached voicemail for 3P Learning finance department\n2026 May 19 call answered by Arnold and Karen, intended contact Sharon not reached\n2026 May 21 contact informed Sharon left company, no new contact info available","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:02:05-04:00","pds_july":"2","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00221","temp_intcode_for_auto_old_int_code":"16","pds_august":"2","old_int_code":"08","pds_september":"2","last_infoline_date_type":"2022-11-25","last_act_type":"2025-02-06","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-21T11:02:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Sharon but was informed by the finance manager that Sharon left the company yesterday and no new contact information was available. The call ended after the agent thanked the finance manager for their time.","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","session_id":"call_fd9d37d473ae288415a65993c24","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fd9d37d473ae288415a65993c24","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail left by automated system.","initialvalue":"Other","othermemberbenefit":"Voicemail reached","prootherreasonsnottorenew":"Reached voicemail, no reason provided","age_range":"Preferred not to say","number_of_calls_reached":"2"}},"seriesid":"163"}
{"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","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33550","email":"liliasturza@gmail.com","first_name":"Lilia","last_name":"Sturza","phone":"8889378538","orgname":"WestJet An Alberta Partnership","customer_acct_name":"WestJet An Alberta Partnership","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"285917","full_name":"Lilia Sturza","members_type":"CAND","do_id":"L25C00526","lead_status":"Refused","new_member_date_2":"2020-02-20","city_1":"Calgary","time_zone":"4","province":"AB","language":"English","phone_2":"4032561708","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"16 April 2025 Not in service","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T15:30:00-04:00","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":"L25C00526","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-02","pcl_status":"P","pcl_completion_date":"2020-06-07","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":"2022-07-15","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"liliasturza@gmail.com","pcl_completion_date_5":"2025-06-07","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"30995","email":"candisblake@outlook.com","first_name":"Candis","last_name":"Blake","phone":"5196356316","orgname":"","customer_acct_name":"","tags":"WR250521","ip4":"127.0.0.1","fields":{"individual_id":"231296","full_name":"Candis Blake, PLP","members_type":"PRO","city_1":"Cambridge","province":"ON","language":"English","phone_2":"5196356316","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2015-01-08","time_zone":"2","cpa_certification":"CPM","cert_status":"ACTIVE","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"2026-02-24","intcode":"99","blocnote":"30 May 2025 VM\r\n11 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T15:50:00-04:00","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25P02826","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","old_int_code":"6","pds_september":"1","last_infoline_date_type":"2024-08-28","last_conf_date_type":"2026-06-02","last_act_type":"2026-05-22","pcl_status":"P","pcl_completion_date":"2015-05-04","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":"2015-12-14","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","old_do_id":"LB2504618","npi_email_temp":"candisblake@outlook.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","pcl_completion_date_5":"2020-05-04","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"10884","email":"sonia@childdev.com","first_name":"Sonia","last_name":"Grams","phone":"7804442288","orgname":"Child Development Dayhomes","customer_acct_name":"Child Development Dayhomes","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01695","province":"AB","full_name":"Sonia Grams","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2004-05-10","domain_1":"childdev.com","lapsed_expiration_date":"2022-07-05","individual_id":"74533","area_code":"780","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500269","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"may 22 2025 vm\r\nSept 5 2025 she is only reachable by email","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T15:01:00-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01695","temp_intcode_for_auto_old_int_code":"16","organization_id":"74532","pds_august":"2","phone_2":"7804442288","pds_september":"2","last_conf_date_type":"2016-06-15","last_act_type":"2022-06-17","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"sonia@childdev.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"seriesid":"163"}
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{"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":"2024-09-01","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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2022-12-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"262983","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","blocnote":"May 8 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:21:00-04:00","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":"2026-02-21","telemarketing_call_date":"2026-05-08","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","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
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{"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, AI Contacts sent to TM 2026, 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","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
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{"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"264060","no_email_solicitation":"False","time_zone":"4","blocnote":"May 5 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T11:51:00-04:00","intcode":"06","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":"06","last_infoline_date_type":"2026-01-27","last_act_type":"2026-10-04","telemarketing_call_date":"2026-05-05","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":"99","pcl_completion_date_5":"2026-10-17","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"182554","no_email_solicitation":"False","pds_march":"3","area_code":"514","time_zone":"2","blocnote":"May 11 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:17:00-04:00","intcode":"06","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":"06","pds_september":"3","last_infoline_date_type":"2026-12-01","last_act_type":"2026-05-20","telemarketing_call_date":"2026-05-11","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":"99","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","latest_paid_thru":"2026-12-31"}},"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","latest_paid_thru":"2023-10-31"}},"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":"2024-08-11","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","latest_paid_thru":"2023-06-30","company_paid_thru":"2022-06-30","corp_cancel_date":"2022-09-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9822","email":"catherine-j@live.com","first_name":"Catherine","last_name":"Mcdonald","phone":"9052606646","orgname":"","customer_acct_name":"","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":"L25A02172","full_name":"Catherine McDonald","language":"English","origin":"Lapsed Spring 2024","individual_id":"232433","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503885","members_type":"AST","province":"ON","area_code":"905","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","cpa_certification":"PCP","new_member_date_2":"2017-01-05","no_email_solicitation":"FALSE","pds_march":"1","cert_status":"WITHDRAWN_CPE","intcode":"06","blocnote":"13 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 08 December 2025 VM\n2026 May 08 call went to voicemail, no contact reached\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction","pds_july":"1","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:46-04:00","temp_do_id_for_auto_old_do_id":"L25A02172","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"9052606646","pds_september":"1","last_infoline_date_type":"2023-03-29","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2015-07-06","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":"2015-08-06","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"catherine-j@live.com","pcl_completion_date_5":"2020-07-06","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:24-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8bbbc249eaeb5ec05b23dbc669d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8bbbc249eaeb5ec05b23dbc669d"}},"seriesid":"163"}
{"contact":{"id":"10824","email":"theayurchevich@gmail.com","first_name":"Thea","last_name":"Yurchevich","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503996","full_name":"Thea Yurchevich","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2020-10-19","lapsed_expiration_date":"2022-12-02","individual_id":"211592","members_type":"PRO","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-21","old_do_id":"CLNPI002563","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-12-02","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"5","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"5","paid_thru":"2024-03-31","new_member_date_2":"2020-10-19","temp_do_id_for_auto_old_do_id":"LB2503996","temp_intcode_for_auto_old_int_code":"21","pds_august":"5","phone_2":"2502632031","pds_september":"5","last_act_type":"2024-06-29","pcl_status":"P","pcl_completion_date":"2015-10-06","pf1_status":"P","pf1_completion_date":"2016-02-21","pf2_status":"P","pf2_completion_date":"2019-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-02-20","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"5","npi_email_temp":"theayurchevich@gmail.com","pcl_completion_date_5":"2020-10-06","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"259367","full_name":"Faisal Qutishat","members_type":"PRO","city_1":"North York","province":"ON","language":"English","phone_2":"6479758952","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","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\n2026-05-15 dial busy, phone:  +16479758952\n2026-05-15 dial busy, phone:  +16479758952\n2026 May 19 contact refused to renew citing no value in membership and ability to resolve payroll issues independently.","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T09:42:01-04:00","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":"31-45","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":"01","last_infoline_date_type":"2023-02-27","last_act_type":"2025-02-06","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-19T09:42:01-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Negative","old_int_code":"07","retell_call_status":"ended","session_id":"call_18f5f56994442dd3e9f449b1718","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_18f5f56994442dd3e9f449b1718","npi_transcriptsummary":"The agent contacted Faisal regarding his lapsed Professional membership with the National Payroll Institute and conducted a survey about his membership experience. Faisal expressed dissatisfaction and declined to renew, stating he finds no value in the membership as he can resolve payroll issues independently. The agent acknowledged his concerns and ended the call politely.","aitm_callsummarytitle":"Membership Renewal Refusal","onesentencenotrenewed":"There is no value getting the membership; I can figure out complex payroll issues from the Internet or AI and don't see any benefit.","initialvalue":"Help with Complex","prootherreasonsnottorenew":"Finds no value in the membership and can resolve payroll issues independently using the Internet or AI.","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","old_do_id":"L25P00246","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29971","email":"lmoffatt@procepack.com","first_name":"Liane","last_name":"Moffatt","phone":"5143601292","orgname":"Les \u00c9quipements Procepack Inc.","customer_acct_name":"Les \u00c9quipements Procepack Inc.","tags":"250205 AST Members, npiAlert13, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"do_id":"L25A02091","full_name":"Liane Moffatt","members_type":"AST","city_1":"Terrebonne","province":"QC","language":"French","phone_2":"5149532367","lead_status":"Lapsed Member","new_member_date_2":"2023-08-21","pipeline_2_members_only_ast":"","individual_id":"328173","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-07-31","sendjulyemail":"2025-08-26T11:53:00-04:00","blocnote":"px.  30 sept 2025 bv\n2026 May 08 call disconnected shortly after greeting, no conversation","sendmayemail":"2025-08-26T11:53:00-04:00","email2":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:09-04:00","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","old_int_code":"06","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02091","temp_intcode_for_auto_old_int_code":"15","old_do_id":"AST0985","canceldate":"2025-10-01","last_infoline_date_type":"2024-10-22","last_act_type":"2024-10-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lmoffatt@procepack.com","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:09-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Liane but the call was very brief and ended abruptly without any meaningful conversation or task completion.","aitm_callsummarytitle":"Call disconnected after initial greeting","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ccb721408bd97b979bc25b535a7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ccb721408bd97b979bc25b535a7","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"8871","email":"andrea.schauka@lskysd.ca","first_name":"Andrea","last_name":"Schauka","phone":"3069377972","orgname":"Living Sky School Division","customer_acct_name":"Living Sky School Division","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07097","province":"SK","full_name":"Andrea Schauka","language":"English","origin":"2023 lapsed Members","domain_1":"lskysd.ca","lapsed_expiration_date":"2022-09-02","individual_id":"265455","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501748","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":"2018-07-31","temp_do_id_for_auto_old_do_id":"L25C07097","phone_2":"3067168123","last_act_type":"2021-06-17","pcl_status":"P","pcl_completion_date":"2018-12-02","pf1_status":"P","pf1_completion_date":"2020-08-23","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"andrea.schauka@lskysd.ca","pcl_completion_date_5":"2023-12-02","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"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","latest_paid_thru":"2025-01-31"}},"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":"2026-01-29","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"8927","email":"andreshayling@gmail.com","first_name":"Andres","last_name":"Marcano","phone":"6476861139","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07278","full_name":"Andres Hayling Marcano","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"298765","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-14","old_do_id":"LB2503094","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":"2021-03-08","temp_do_id_for_auto_old_do_id":"L25C07278","phone_2":"6476861139","last_act_type":"2021-07-03","pcl_status":"P","pcl_completion_date":"2021-07-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"andreshayling@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"33476","email":"sphinney@cnsopb.ns.ca","first_name":"Shelley","last_name":"Phinney","phone":"9027173345","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":"69407","full_name":"Shelley Phinney","members_type":"CORP","do_id":"L25O00795","lead_status":"Lapsed Member","coidnewmbrdate":"2011-02-14","city_1":"Halifax","time_zone":"1","province":"NS","language":"English","phone_2":"9022402417","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Apr 17 2025 vm  May 6 2025 vm\r\nAug 7 2025 vm\r\nLN Oct 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T10:43:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00795","temp_intcode_for_auto_old_int_code":"6","cert_status":"PENDING","organization_id":"69661","cpa_certification":"PCP","pds_august":"6","pds_september":"6","last_conf_date_type":"2019-07-19","last_act_type":"2022-01-28","pcl_status":"P","pcl_completion_date":"2016-03-06","pf1_status":"P","pf1_completion_date":"2018-11-18","pf2_status":"P","pf2_completion_date":"2020-11-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-01-28","number_of_passed_courses":"4","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"sphinney@cnsopb.ns.ca","pcl_completion_date_5":"2021-03-06","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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, TMAI","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\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:07-04:00","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":"2025-01-07","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","latest_paid_thru":"2025-01-31","thewithdrawaldate":"2025-04-02","aitm_status_called":"2026-05-25T12:27:06-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered and went to voicemail immediately.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_32d303cebcd5e94493324fbd0dd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_32d303cebcd5e94493324fbd0dd","number_of_total_call_attempts":"2"}},"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, AI Contacts sent to TM 2026, 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":"2026-10-04","last_act_type":"2026-10-04","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","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"9097","email":"guohanqin@gmail.com","first_name":"Hanqin","last_name":"Guo","phone":"5142663082","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":"Hanqin Guo","language":"English","origin":"Lapsed Spring 2024","individual_id":"321516","region":"CDN","lead_status":"Refused","old_do_id":"L25C06331","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5142663082","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"NOv 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T08:59:00-05:00","intcode":"21","canceldate":"2024-04-02","paid_thru":"2024-01-31","new_member_date_2":"2023-02-07","temp_do_id_for_auto_old_do_id":"L25C06331","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-19","pcl_status":"F","pcl_completion_date":"2023-04-30","number_of_passed_courses":"0","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"guohanqin@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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","latest_paid_thru":"2025-12-31"}},"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":"260522 Lapsed DEL","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":"2027-04-30","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":"LB2505785","old_int_code":"6","last_act_type":"2025-01-16","company_paid_thru":"2027-04-30","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","npi_email_temp":"kalene.wotschell@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","do_id":"","company_status":"A"}},"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","latest_paid_thru":"2021-12-31"}},"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":"2026-04-05","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","npi_email_temp":"bainesco@telus.net","pcl_completion_date_5":"2021-04-03","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"10825","email":"liubachicu@gmail.com","first_name":"Liuba","last_name":"Chicu-Gritco","phone":"3062711512","orgname":"","customer_acct_name":"","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":"L25P02448","full_name":"Liuba Chicu-Gritco","language":"English","origin":"Lapsed Spring 2024","individual_id":"283544","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503933","members_type":"PRO","province":"SK","area_code":"306","time_zone":"3","phone_2":"3065804154","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Mar 17 2025 vm  Mar 26 2025 vm  April 7 2025 Liuba no longer there. Alena is now in that position call back next week.\n2026 May 13 - Contact answered: Liuba not at this number; no new contact info provided.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T12:49:05-04:00","canceldate":"2024-02-03","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"16","paid_thru":"2023-11-30","new_member_date_2":"2019-12-05","temp_do_id_for_auto_old_do_id":"L25P02448","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-03-05","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2020-07-26","pf2_status":"P","pf2_completion_date":"2020-11-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-02-04","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"liubachicu@gmail.com","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","thewithdrawaldate":"2024-02-03","aitm_status_called":"2026-05-13T12:49:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent called asking for Liuba; respondent said Liuba does not work there and had no updated contact information. Call ended after brief exchange.","aitm_callsummarytitle":"Reached wrong number \u2014 Liuba no longer at contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c3f95f6e89a4081e595b103c28e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c3f95f6e89a4081e595b103c28e","number_of_calls_reached":"1"}},"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":"2026-02-25","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","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","latest_paid_thru":"2027-03-31"}},"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, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"07","blocnote":"May 4 2026 vm  May 6 2026 not available\r\nMay 12 2026 vm  May 15 2026 vm\r\nMay 21 2026 vm, May 27 2026 not available.","dhmsfin_telemarketing_last_contacted_date":"2026-05-27T13:22:00-04:00","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":"07","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","latest_paid_thru":"2026-05-31","old_int_code":"6"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"234861","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","sendpreexpirationemail":"2025-10-14T11:20:00-04:00","blocnote":"May 6 2026 Survey completed Send both emails.\r\nShe said not considering certification in next 12 months but would like info.","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T14:18:00-04:00","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":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","intcode":"31","old_int_code":"99","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":"31","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":"2026-05-06","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":"2026-05-06T14:16:27-04:00","npi_email_temp":"jeorharjitsingh@yahoo.com","pcl_completion_date_5":"2020-07-13","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","sendaigeneral":"2026-05-06T14:16:00-04:00","sendaiemail":"2026-05-06T14:16:27-04:00","sendcandapplicationform":"2026-05-06T14:17:00-04:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":""}},"seriesid":"163"}
{"contact":{"id":"14865","email":"mstmartin@flocor.ca","first_name":"Margaret","last_name":"Martin","phone":"9056641459","orgname":"Flocor Inc.","customer_acct_name":"Flocor Inc.","tags":"241016 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"extension_phone_1":"6716","full_name":"Margaret St. Martin","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2001-10-01","domain_1":"flocor.ca","attended_webinar":"Yes","do_id":"L25O01985","individual_id":"58598","members_type":"CORP","time_zone":"2","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501891","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 26 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:26:00-04:00","paid_thru":"2020-09-30","temp_do_id_for_auto_old_do_id":"L25O01985","temp_intcode_for_auto_old_int_code":"6","organization_id":"50247","pds_august":"6","phone_2":"9059202691","pds_september":"6","last_act_type":"2020-11-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-09-23","number_of_passed_courses":"1","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"mstmartin@flocor.ca","formatted_paid_thru":"30\/09\/2020","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30986","email":"lathamahesh@yahoo.com","first_name":"Latha","last_name":"Maheshbabu","phone":"4168312195","orgname":"UPA SystemOne","customer_acct_name":"UPA SystemOne","tags":"WR250430, Members from extract, moveToDeleted","ip4":"10.13.145.197","fields":{"individual_id":"224644","full_name":"Latha Maheshbabu, PCP","members_type":"PRO","city_1":"Hamilton","province":"ON","language":"English","phone_2":"4168312195","lead_status":"Not Relevant","new_member_date_2":"2022-01-10","area_code":"416","time_zone":"2","sendapplicationform":"2025-04-16T15:40:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T11:52:00-04:00","blocnote":"16 April 2025 Survey completed","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":"she hasn't got the chance to be engaged - only online not in person","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","last_engaged_date":"2025-04-16","found":"DO4 Email","date_of_renewal_identification":"2026-03-07","pipeline_1_lapsed_members":"","old_int_code":"2","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"AST02884","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2026-04-05","pcl_status":"P","pcl_completion_date":"2014-08-06","pf1_status":"P","pf1_completion_date":"2014-12-18","pf2_status":"P","pf2_completion_date":"2020-09-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-09-29","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"AST02884","npi_email_temp":"lathamahesh@yahoo.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","ai_entered_date":"2026-03-07","telemarketing_call_date":"2025-04-16","pcl_completion_date_5":"2019-08-06","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"30410","email":"robin.managh@pclkw.org","first_name":"Robin","last_name":"Managh","phone":"5197425849","orgname":"Parents for Community Living Kitchener-Waterloo Inc.","customer_acct_name":"Parents for Community Living Kitchener-Waterloo Inc.","tags":"250214 Lapsed, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00597","individual_id":"113658","full_name":"Robin Managh","members_type":"CORP","coidnewmbrdate":"2021-03-26","city_1":"Waterloo","province":"ON","language":"English","phone_2":"5197166292","extension_phone_1":"110","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"519","time_zone":"2","intcode":"09","blocnote":"15 April 2025 VM\r\n23 April 2025 In a meeting","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T17:52:00-04:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00597","temp_intcode_for_auto_old_int_code":"9","cert_status":"WITHDRAWN","organization_id":"152924","cpa_certification":"PCP","last_act_type":"2022-05-08","pcl_status":"P","pcl_completion_date":"2007-03-27","pf1_status":"P","pf1_completion_date":"2007-04-05","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":"robin.managh@pclkw.org","pcl_completion_date_5":"2012-03-27","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-02-06","company_status":"I"}},"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","latest_paid_thru":"2020-04-30"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","old_do_id":"L25A02313","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","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.\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 contact declined renewal, temporarily out of payroll job","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:44-04:00","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":"4","age_range":"46-60","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":"01","phone_2":"2505661843","last_infoline_date_type":"2018-02-03","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","latest_paid_thru":"2022-07-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:12:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent spoke with Emily regarding her lapsed Associate membership with the National Payroll Institute. Emily answered survey questions about her initial reason for joining, satisfaction level, and age range, but declined to renew her membership as she is temporarily out of a payroll job. The call ended politely with no renewal.","aitm_callsummarytitle":"Membership Renewal Declined - Temporarily Out of Payroll Job","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","session_id":"call_399fe4d37a668464cf2387ef824","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_399fe4d37a668464cf2387ef824","onesentencenotrenewed":"Temporarily out of a payroll job.","initialvalue":"Designation","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"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, AI Contacts sent to TM 2026, 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":"2026-12-01","last_conf_date_type":"2020-05-28","last_act_type":"2026-12-01","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","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"29515","email":"marie.pier.theriault@hotmail.com","first_name":"Marie-Pier","last_name":"Th\u00e9riault","phone":"8197572225","orgname":"Agnico Eagle Mines","customer_acct_name":"Agnico Eagle Mines","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02934","full_name":"Marie-Pier Th\u00e9riault","members_type":"AST","city_1":"Malartic","province":"QC","language":"French","phone_2":"8193546180","lead_status":"Lapsed Member","new_member_date_2":"2017-07-20","pipeline_2_members_only_ast":"","individual_id":"254271","no_email_solicitation":"False","area_code":"819","time_zone":"2","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","extension_phone_1":"4515","temp_do_id_for_auto_old_do_id":"L25A02934","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2025-07-02","last_act_type":"2025-07-02","blocnote":"px\r\n10 dec 2025 bv\n2026 May 08 call disconnected due to inaudible responses, no conversation completed","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","telemarketing_call_date":"2025-10-28","sendaigeneral":"2025-10-28T09:53:00-04:00","sendoctoberemail":"2025-10-28T09:53:43-04:00","sendaidatefr":"2025-10-28T09:53:43-04:00","email2":"","full_name_2":" ","sendmayemail":"2025-10-28T09:56:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"06","pcl_status":"P","pcl_completion_date":"2017-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-11-09","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"marie.pier.theriault@hotmail.com","canceldate":"2026-03-03","old_do_id":"AST1400","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pcl_completion_date_5":"2022-12-18","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:53-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Marie-Pier but was unable to have a clear conversation due to inaudible responses from the user. The call ended without any meaningful interaction or completion of the intended survey or renewal process.","aitm_callsummarytitle":"Call disconnected due to inaudible responses","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6e20f52ea8cddde5d5288d564ad","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6e20f52ea8cddde5d5288d564ad","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8968","email":"rebekahjkarl@gmail.com","first_name":"Rebekah","last_name":"Granquist","phone":"2507534220","orgname":"Academy of Learning - Nanaimo","customer_acct_name":"Academy of Learning - Nanaimo","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06679","province":"BC","full_name":"Rebekah Granquist","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"306044","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500414","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","paid_thru":"2023-03-31","new_member_date_2":"2022-04-08","temp_do_id_for_auto_old_do_id":"L25C06679","phone_2":"2505542354","last_act_type":"2022-12-04","pcl_status":"P","pcl_completion_date":"2021-11-28","pf1_status":"F","pf1_completion_date":"2022-09-25","pf2_status":"P","pf2_completion_date":"2022-04-12","number_of_passed_courses":"2","intcode":"16","blocnote":"LNC \/ 06 November 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T13:39:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"12","trc":"True","wera":"False","npi_email_temp":"rebekahjkarl@gmail.com","pcl_completion_date_5":"2026-11-28","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"30946","email":"ramanlail89@gmail.com","first_name":"Ravanjeet","last_name":"Lail","phone":"6472730491","orgname":"Fitzrovia","customer_acct_name":"Fitzrovia","tags":"WR250416","ip4":"127.0.0.1","fields":{"individual_id":"121827","full_name":"Ravanjeet Lail, PCP","members_type":"PRO","city_1":"Markham","province":"ON","language":"English","phone_2":"9052050865","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2019-01-30","area_code":"647","time_zone":"2","date_of_renewal_identification":"","origin":"Lapsed Members","found":"DO4 Email","blocnote":"16 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 She already renewed","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T15:08:00-04:00","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":"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","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25A02953","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"3","old_int_code":"2","pds_september":"3","last_infoline_date_type":"2026-05-26","last_act_type":"2026-05-26","pcl_status":"P","pcl_completion_date":"2008-01-14","pf1_status":"P","pf1_completion_date":"2008-05-21","pf2_status":"P","pf2_completion_date":"2011-08-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-06-21","number_of_passed_courses":"4","pds_october":"3","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"3","old_do_id":"L25A02953","npi_email_temp":"ramanlail89@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","pcl_completion_date_5":"2013-01-14","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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, 260522 Lapsed DEL","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":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"348379","paid_thru":"2026-10-31","last_infoline_date_type":"2026-08-04","last_act_type":"2026-08-04","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":"LB2504731","temp_do_id_for_auto_old_do_id":"LB2504731","npi_email_temp":"chen@maxpeoplehr.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"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","latest_paid_thru":"2025-06-30"}},"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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"9187","email":"hardaman.kaur.b@gmail.com","first_name":"Hardaman","last_name":"Kaur","phone":"6479754885","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":"Hardaman Kaur","language":"English","origin":"Lapsed Spring 2024","individual_id":"309549","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25C06378","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6479754885","pipeline_1_lapsed_members":"Refused Lapsed","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T09:17:00-05:00","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":"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","blocnote":"Nov 6 2025 vm","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-01-12","temp_do_id_for_auto_old_do_id":"L25C06378","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-06-12","pcl_status":"P","pcl_completion_date":"2022-05-08","pf1_status":"F","pf1_completion_date":"2023-04-30","pf2_status":"F","pf2_completion_date":"2023-04-30","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":"hardaman.kaur.b@gmail.com","pcl_completion_date_5":"2027-05-08","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"29992","email":"mariejoseem36@outlook.fr","first_name":"Marie-Jos\u00e9e","last_name":"Monette","phone":"5147148582","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":"L25A02962","full_name":"Marie-Jos\u00e9e Monette","members_type":"AST","city_1":"Brownsburg-Chatham","province":"QC","language":"French","phone_2":"","lead_status":"Lapsed Member","new_member_date_2":"2017-02-03","pipeline_2_members_only_ast":"","individual_id":"154310","canceldate":"2026-04-02","no_email_solicitation":"False","pds_march":"1","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"1","last_engaged_date":"2025-08-03","pds_july":"1","paid_thru":"2026-01-31","pds_august":"1","temp_do_id_for_auto_old_do_id":"L25A02962","temp_intcode_for_auto_old_int_code":"06","pds_september":"1","last_infoline_date_type":"2023-02-02","last_act_type":"2025-01-30","sendaigeneral":"2025-10-16T10:28:00-04:00","blocnote":"ai . compl\u00e9ter 16 oct 2025 envoie courriel #2\n2026 May 08 voicemail reached, no human interaction","sendoctoberemail":"2025-10-16T10:28:59-04:00","sendaidatefr":"2025-12-01T10:14:02-05:00","extension_phone_1":"","email2":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:26-04:00","telemarketing_call_date":"2025-10-16","full_name_2":" ","sendmayemail":"2025-10-16T10:30:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","pcl_status":"P","pcl_completion_date":"2010-01-19","pf1_status":"P","pf1_completion_date":"2010-09-15","number_of_passed_courses":"2","pds_october":"1","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_november":"1","old_int_code":"31","npi_email_temp":"mariejoseem36@outlook.fr","date_of_renewal_identification":"","old_do_id":"AST0989","ln_entered_date":"2026-04-03","pcl_completion_date_5":"2015-01-19","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:26-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Marie-Jos\u00e9e but went to voicemail. No conversation with a human took place, and no information was exchanged.","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","session_id":"call_589eb98631fa0905bc79271b08d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_589eb98631fa0905bc79271b08d"}},"seriesid":"163"}
{"contact":{"id":"8836","email":"gowri.subramanian79@gmail.com","first_name":"Gowri","last_name":"Subramanian","phone":"2045576052","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07243","full_name":"Gowri Subramanian","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"299168","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503183","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","province":"MB","time_zone":"3","members_type":"CAND","paid_thru":"2022-03-31","new_member_date_2":"2021-04-21","temp_do_id_for_auto_old_do_id":"L25C07243","phone_2":"2045576052","last_act_type":"2021-04-21","pcl_status":"P","pcl_completion_date":"2021-08-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"gowri.subramanian79@gmail.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"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":"2026-01-01","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","old_do_id":"AST0705","npi_email_temp":"inderjitk57@gmail.com","pcl_completion_date_5":"2030-09-03","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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":"2024-08-03","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","latest_paid_thru":"2025-02-28"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"May 4 2026 vm\r\nMay 6 2026 vm\r\nMay 13 2026 vm\r\nMay 20 2026 vm\r\nMay 22 2026 vm\r\nMay 26 2026 vm\r\nMay 28 2026 vm\r\nJune 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T16:08:00-04:00","intcode":"06","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":"06","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","latest_paid_thru":"2026-04-30"}},"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":"260522 Lapsed DEL","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":"CPM","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":"2027-04-30","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":"LB2506230","old_int_code":"6","pds_september":"2","last_infoline_date_type":"2023-06-06","last_conf_date_type":"2025-06-04","last_act_type":"2026-03-31","company_paid_thru":"2027-04-30","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","npi_email_temp":"makoraem@gmail.com","pcl_completion_date_5":"2014-04-13","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","do_id":"","company_status":"A"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"142650","no_email_solicitation":"False","pds_march":"1","time_zone":"4","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:18:00-04:00","intcode":"06","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":"06","pds_september":"1","last_infoline_date_type":"2026-07-05","last_conf_date_type":"2025-06-18","last_act_type":"2026-07-05","telemarketing_call_date":"2026-05-01","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","latest_paid_thru":"2027-04-30"}},"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":"2018-03-10","last_act_type":"2024-05-09","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","latest_paid_thru":"2025-01-30"}},"seriesid":"163"}
{"contact":{"id":"33451","email":"brittani_2006@hotmail.com","first_name":"Brittani","last_name":"Matthews","phone":"2504919622","orgname":"YMCA Okanagan","customer_acct_name":"YMCA Okanagan","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"310413","full_name":"Brittani Matthews","members_type":"CAND","do_id":"L25C00475","lead_status":"Refused","new_member_date_2":"2022-02-24","city_1":"Kelowna","time_zone":"5","province":"BC","language":"English","phone_2":"2504864516","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"16 April 2025 No ext for her - Only by e-mail","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T13:50:00-04:00","canceldate":"2025-04-02","intcode":"21","onesentencenotrenewed":"CAND Reached 3 years","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00475","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-12","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"F","pf1_completion_date":"2023-09-13","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"brittani_2006@hotmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"315769","canceldate":"2024-10-02","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:09:00-04:00","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":"2026-04-03","last_act_type":"2026-04-03","telemarketing_call_date":"2026-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lwood@walkerind.com","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"32","blocnote":"May 1 2026 completed wihout any email","pipeline_1_lapsed_members":"","cert_status":"PENDING","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:12:00-04:00","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":"32","last_act_type":"2026-10-03","telemarketing_call_date":"2026-05-01","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","latest_paid_thru":"2027-03-31","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago"}},"seriesid":"163"}
{"contact":{"id":"16176","email":"xenia_francisco@yahoo.com","first_name":"Xenia","last_name":"Francisco","phone":"4169234621","orgname":"Baker Real Estate Inc.","customer_acct_name":"Baker Real Estate Inc.","tags":"Fixed deal, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Xenia Katrina Francisco","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","do_id":"L25C06949","individual_id":"292453","time_zone":"2","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-30","old_do_id":"LB2500875","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":"L25C06949","phone_2":"4168260908","last_act_type":"2026-04-24","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","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"xenia_francisco@yahoo.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"29931","email":"mishrasomya4@gmail.com","first_name":"Somya","last_name":"Mishra","phone":"6477170496","orgname":"Pivotree Inc.","customer_acct_name":"Pivotree Inc.","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01737","full_name":"Somya Mishra","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"6477170496","lead_status":"Lapsed Member","new_member_date_2":"2021-10-27","pipeline_2_members_only_ast":"","individual_id":"231839","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"15","blocnote":"26 May 2025 VM\n2026 Mar 04 voicemail reached, no conversation\n2026 Mar 04 reached voicemail, no message left\n2026 Mar 06 brief call with Somya, introduced purpose but no further discussion\n2026 Mar 09 reached voicemail, no message left\n2026 Mar 09 voicemail reached, message left for Tanya\n2026 Mar 11 voicemail reached, no message left\n2026 Mar 11 call initiated but ended early after user asked who is calling","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T10:06:49-04:00","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST0977","cert_status":"PENDING","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01737","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2025-09-04","last_act_type":"2025-09-04","pcl_status":"P","pcl_completion_date":"2015-09-22","pf1_status":"P","pf1_completion_date":"2020-04-26","pf2_status":"P","pf2_completion_date":"2021-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-07-15","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"mishrasomya4@gmail.com","aitm_status_called":"2026-03-11T10:16:51-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Somya to discuss the National Payroll Institute membership but the call was very brief and ended abruptly after the user asked who was calling.","aitm_callsummarytitle":"Brief call ended early after user inquiry","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":"2","number_of_total_call_attempts":"5","pcl_completion_date_5":"2020-09-22","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
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{"contact":{"id":"9018","email":"man_man614@hotmail.com","first_name":"Mandy","last_name":"Cheung","phone":"6047734563","orgname":"PHSA","customer_acct_name":"PHSA","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Mandy Cheung","language":"English","origin":"Lapsed Spring 2024","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"L25C06572","time_zone":"5","province":"BC","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","individual_id":"317981","intcode":"06","blocnote":"10 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 VM  Apr 7 2025 vm\r\nApr 10 2025 vm  May 13 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T12:33:00-04:00","paid_thru":"2023-09-30","new_member_date_2":"2022-10-24","temp_do_id_for_auto_old_do_id":"LB2506259","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":"P","pcl_completion_date":"2023-03-12","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2506259","npi_email_temp":"man_man614@hotmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
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{"contact":{"id":"31051","email":"sumaiya.pcp@gmail.com","first_name":"Sumaiya","last_name":"Narmawala","phone":"","orgname":"","customer_acct_name":"","tags":"WR250416","ip4":"127.0.0.1","fields":{"individual_id":"283273","full_name":"Sumaiya Narmawala, PCP","members_type":"PRO","city_1":"Middle Sackville","province":"NS","language":"English","phone_2":"9028809625","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2020-01-22","time_zone":"1","date_of_renewal_identification":"2025-04-25","origin":"Lapsed Members","found":"DO4 Email","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2507362","cert_status":"ACTIVE","cpa_certification":"PCP","last_infoline_date_type":"2025-04-06","last_act_type":"2026-04-05","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"P","pf1_completion_date":"2020-09-28","pf2_status":"P","pf2_completion_date":"2021-04-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-09-22","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"L25P00263","npi_email_temp":"sumaiya.pcp@gmail.com","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"29485","email":"vaishalip74@yahoo.ca","first_name":"Vaishali","last_name":"Patel","phone":"8006682714","orgname":"Dynacare","customer_acct_name":"Dynacare","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1101","full_name":"Vaishali Patel","members_type":"AST","city_1":"Brampton","province":"ON","language":"English","phone_2":"6473827573","lead_status":"Renewed APX","new_member_date_2":"2012-04-16","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"187261","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"800","time_zone":"2","blocnote":"May 4 2026 Survey completed send email","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T10:31:00-04:00","intcode":"31","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN_CPE","paid_thru":"2027-03-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1101","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2026-04-14","telemarketing_call_date":"2026-05-04","pcl_status":"P","pcl_completion_date":"2011-08-19","pf1_status":"P","pf1_completion_date":"2011-09-08","pf2_status":"P","pf2_completion_date":"2011-09-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-10-09","number_of_passed_courses":"4","trc":"False","wera":"False","sendaidate":"2026-05-04T10:26:29-04:00","npi_email_temp":"vaishalip74@yahoo.ca","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-04-17","pcl_completion_date_5":"2016-08-19","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No","old_int_code":"6","sendaigeneral":"2026-05-04T10:26:00-04:00","sendaiemail":"2026-05-04T10:26:29-04:00"}},"seriesid":"163"}
{"contact":{"id":"28947","email":"nathalie@champeau.com","first_name":"Nathalie","last_name":"Langevin","phone":"8196582244","orgname":"Champeau Inc","customer_acct_name":"Champeau Inc","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"do_id":"L25A01998","full_name":"Nathalie Langevin","members_type":"AST","city_1":"Saint-Malo","province":"QC","language":"French","lead_status":"Lapsed Member","new_member_date_2":"2022-06-10","pipeline_2_members_only_ast":"","individual_id":"313950","no_email_solicitation":"False","area_code":"819","time_zone":"2","intcode":"03","pipeline_1_lapsed_members":"Lapsed Members","sendjulyemail":"2025-07-10T14:19:00-04:00","blocnote":"Nathalie n\u2019a pas r\u00e9pondu, mais l\u2019une de ses coll\u00e8gues m\u2019a dit qu\u2019elles \u00e9taient au courant et qu\u2019elle y jetait un \u0153il pendant qu\u2019on se parlait.\n2026 May 08 call intercepted by automated phone system, did not reach Nathalie","sendmayemail":"2025-07-10T14:19:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 7 days","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:22-04:00","full_name_2":" ","old_do_id":"AST0790","old_int_code":"31","canceldate":"2025-08-02","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25A01998","temp_intcode_for_auto_old_int_code":"03","last_infoline_date_type":"2024-01-19","last_act_type":"2025-05-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nathalie@champeau.com","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:22-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Nathalie but was intercepted by an automated phone system with multiple menu options. The agent tried to navigate the system and requested to speak with Nathalie, but the call ended without reaching a human or completing the intended conversation.","aitm_callsummarytitle":"Call intercepted by automated phone system","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7d2aceada26c6ddf3c5e148956c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7d2aceada26c6ddf3c5e148956c","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"31402","email":"assiya.bichara@hotmail.com","first_name":"Assiya","last_name":"Bichara","phone":"5144265937","orgname":"Assiya Bichara Consulting","customer_acct_name":"Assiya Bichara Consulting","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Assiya Bichara, LAP","members_type":"PRO","new_member_date_2":"2025-03-18","city_1":"Pointe-Claire","province":"QC","language":"French","phone_2":"5144265937","date_of_renewal_identification":"2025-10-08","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","area_code":"514","time_zone":"2","intcode":"00","individual_id":"195071","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02184","lead_status":"Not Relevant","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2504414","temp_intcode_for_auto_old_int_code":"0","cert_status":"ACTIVE","cpa_certification":"GAP","pds_august":"14","pds_september":"14","last_infoline_date_type":"2025-11-07","last_act_type":"2026-01-15","pcl_status":"P","pcl_completion_date":"2012-07-13","pf1_status":"P","pf1_completion_date":"2013-01-31","pf2_status":"P","pf2_completion_date":"2013-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-09-21","number_of_passed_courses":"4","pds_october":"14","trc":"False","wera":"False","pds_november":"14","npi_email_temp":"assiya.bichara@hotmail.com","pcl_completion_date_5":"2017-07-13","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"30989","email":"rayan.hanna@hotmail.com","first_name":"Rayan","last_name":"Hanna","phone":"5144459144","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":"333221","full_name":"Rayan Hanna","members_type":"CAND","do_id":"L25C00374","city_1":"Montr?al","province":"QC","language":"French","phone_2":"5144459144","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":"L25C00374","last_act_type":"2024-11-01","pcl_status":"F","pcl_completion_date":"2024-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"20","blocnote":"lnc.21  nov 2025 changer de carri\u00e8re","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T10:53:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"20","npi_email_temp":"rayan.hanna@hotmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"9007","email":"hahua86@gmail.com","first_name":"T.","last_name":"Phuong Ha Hua","phone":"4162567278","orgname":"Med-health Laboratories Ltd.","customer_acct_name":"Med-health Laboratories Ltd.","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25P00042","province":"ON","full_name":"T. Phuong Ha Hua","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"29343","area_code":"416","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-25","old_do_id":"CNPIRETP00249","time_zone":"2","members_type":"PRO","canceldate":"2023-02-02","new_member_date_2":"2016-12-23","pipeline_1_lapsed_members":"Refused Lapsed","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"May 14 2025 vm\r\nJuly 16 2025 not available added ext.\r\nLN Sept 25 2025 vm Deepsha","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T15:31:00-05:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25P00042","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","phone_2":"4162236109","old_int_code":"21","pds_september":"1","last_act_type":"2023-03-05","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"hahua86@gmail.com","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"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","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"9001","email":"melodyevans@shaw.ca","first_name":"Melody","last_name":"Evans","phone":"2507292444","orgname":"Wood Environment & Infrastructure Solutions","customer_acct_name":"Wood Environment & Infrastructure Solutions","tags":"CSV imported, NPIdealed, 250721 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500495","province":"BC","full_name":"Melody Evans","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"143633","area_code":"250","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00043","time_zone":"5","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-11-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"16","blocnote":"May 14 2025 vm\r\nJuly 17 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T12:02:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2022-08-31","new_member_date_2":"2009-04-14","temp_do_id_for_auto_old_do_id":"LB2500495","temp_intcode_for_auto_old_int_code":"16","phone_2":"2509516376","last_infoline_date_type":"2017-10-26","last_act_type":"2023-01-31","pcl_status":"P","pcl_completion_date":"2009-08-04","pf1_status":"P","pf1_completion_date":"2009-11-18","pf2_status":"P","pf2_completion_date":"2011-10-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-03-16","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"melodyevans@shaw.ca","pcl_completion_date_5":"2014-08-04","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"30322","email":"brittany@feldhammer.ca","first_name":"Brittany","last_name":"Weekes","phone":"5147355375","orgname":"Feldhammer Dixon Kwo  Inc.","customer_acct_name":"Feldhammer Dixon Kwo  Inc.","tags":"DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00328","individual_id":"270409","full_name":"Brittany Weekes","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"May 28 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 30 2025 There is no one by the name Brittany there","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:09:00-04:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00328","temp_intcode_for_auto_old_int_code":"10","province":"QC","organization_id":"270391","last_act_type":"2023-03-22","old_int_code":"6","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"brittany@feldhammer.ca","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33506","email":"samiginla12@gmail.com","first_name":"Edlynn","last_name":"Rivard","phone":"6043776525","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321850","full_name":"Edlynn Rivard","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-02-15","city_1":"Surrey","time_zone":"5","province":"BC","language":"English","phone_2":"6043776525","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00504","last_act_type":"2024-05-16","pcl_status":"P","pcl_completion_date":"2023-05-18","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"P","pf2_completion_date":"2024-10-11","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Nov 4 2025  Survey completed She is no longer in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T14:09:00-05:00","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":"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":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"samiginla12@gmail.com","old_do_id":"L25C00504","pcl_completion_date_5":"2028-05-18","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"9765","email":"natalie_riedl@hotmail.com","first_name":"Natalie","last_name":"Riedl","phone":"5148395805","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":"L25C06326","full_name":"Natalie Riedl","language":"English","origin":"Lapsed Spring 2024","individual_id":"298136","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503603","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5148395805","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","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":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T09:29:00-04:00","new_member_date_2":"2021-02-19","temp_do_id_for_auto_old_do_id":"L25C06326","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-10-01","pcl_status":"P","pcl_completion_date":"2021-12-12","pf1_status":"F","pf1_completion_date":"2022-05-01","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"natalie_riedl@hotmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"10905","email":"eduardos@chirs.com","first_name":"Eduardo","last_name":"Santiago","phone":"4162408000","orgname":"Community Head Injury Resource Services","customer_acct_name":"Community Head Injury Resource Services","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02232","province":"ON","extension_phone_1":"224","full_name":"Eduardo Santiago, CPA CMA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1994-09-01","domain_1":"chirs.com","lapsed_expiration_date":"2022-12-02","individual_id":"142038","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2501180","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"22 May 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T13:18:00-04:00","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":"No","careerchange":"No","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","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O02232","temp_intcode_for_auto_old_int_code":"1","organization_id":"9744","pds_august":"7","phone_2":"6476205243","pds_september":"7","last_act_type":"2022-07-11","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"eduardos@chirs.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30057","email":"anita.bukarica@hotmail.com","first_name":"Anita","last_name":"Bukarica","phone":"9054074868","orgname":"","customer_acct_name":"","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"do_id":"L25A01627","full_name":"Anita Bukarica","members_type":"CORP","city_1":"Waterdown","province":"ON","language":"English","phone_2":"9054074868","lead_status":"Lapsed Member","new_member_date_2":"2018-03-27","pipeline_2_members_only_ast":"","intcode":"0","blocnote":"20 March 2025 Number discontinued","dhmsfin_telemarketing_last_contacted_date":"2025-03-20T15:40:00-04:00","individual_id":"262060","no_email_solicitation":"False","area_code":"905","time_zone":"2","old_do_id":"AST0190","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-02-05","nonactive_reason":"AST->CORP","temp_do_id_for_auto_old_do_id":"L25A01627","temp_intcode_for_auto_old_int_code":"0","date_of_renewal_identification":"","last_infoline_date_type":"2025-11-06","last_act_type":"2025-11-06","npi_email_temp":"anita.bukarica@hotmail.com"}},"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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33522","email":"dorothy.wang87@gmail.com","first_name":"Dorothy","last_name":"Wang","phone":"6048055238","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321982","full_name":"Dorothy Wang","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-02-27","city_1":"Burnaby","time_zone":"5","province":"BC","language":"English","phone_2":"6048055238","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00512","last_act_type":"2024-10-01","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-08-23","pf2_status":"P","pf2_completion_date":"2024-03-19","number_of_passed_courses":"3","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 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T16:57:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"05","npi_email_temp":"dorothy.wang87@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00512","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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, 260522 Lapsed DEL","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","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-27","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33507","email":"diatutu@shaw.ca","first_name":"Diana","last_name":"Tuturas","phone":"6042922505","orgname":"BACI","customer_acct_name":"BACI","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"261506","full_name":"Diana Tuturas","members_type":"PRO","lead_status":"Refused","new_member_date_2":"2020-02-20","city_1":"Coquitlam","time_zone":"5","province":"BC","language":"English","phone_2":"6049417002","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"16 April 2025 Number not in service\n2026-05-12 invalid phone destination, phone: +16042922505\n2026 May 12 contact declined renewal due to career change","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T14:58:44-04:00","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"01","old_do_id":"L25P00325","pds_july":"3","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25P00325","temp_intcode_for_auto_old_int_code":"01","pds_august":"3","pds_september":"3","last_infoline_date_type":"2023-05-23","last_act_type":"2025-01-07","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2020-11-02","pf2_status":"P","pf2_completion_date":"2021-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-16","number_of_passed_courses":"4","pds_october":"3","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"3","npi_email_temp":"diatutu@shaw.ca","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","thewithdrawaldate":"2025-04-02","aitm_status_called":"2026-05-12T15:11:41-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","session_id":"call_f0d23fbc1631d79370b0c81bdad","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f0d23fbc1631d79370b0c81bdad","npi_transcriptsummary":"The agent contacted Diana regarding her lapsed NPI Professional membership and conducted a brief survey about her membership experience. Diana indicated her initial reason for joining was to gain a payroll designation, rated her satisfaction as 3, and declined to renew because she switched careers and is no longer in payroll. The call ended politely after the survey and refusal to renew.","aitm_callsummarytitle":"Membership Renewal Declined Due to Career Change","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"I'm not in payroll anymore, so I switched careers.","initialvalue":"Designation","age_range":"46-60","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","number_of_calls_reached":"1"}},"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":"2023-05-04","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","latest_paid_thru":"2022-10-31"}},"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":"2026-02-27","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","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","latest_paid_thru":"2026-09-30"}},"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":"260522 Lapsed DEL","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":"LB2505135","old_int_code":"7","pds_september":"5","last_infoline_date_type":"2025-02-01","last_act_type":"2026-12-01","company_paid_thru":"2027-03-31","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","npi_email_temp":"eyeung24@gmail.com","pcl_completion_date_5":"2018-04-25","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"8901","email":"gregm@awifilter.com","first_name":"Greg","last_name":"Medwid","phone":"4032048555","orgname":"Anthratech Western Inc.","customer_acct_name":"Anthratech Western Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01734","province":"AB","full_name":"Greg Medwid","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2014-04-17","domain_1":"awifilter.com","lapsed_expiration_date":"2022-06-02","individual_id":"224767","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500219","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 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:56:00-05:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01734","temp_intcode_for_auto_old_int_code":"6","organization_id":"224766","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gregm@awifilter.com","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29364","email":"s.stokes@klondiker.com","first_name":"Suanne","last_name":"Stokes-Nash","phone":"8673344548","orgname":"","customer_acct_name":"","tags":"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":"AST1367","full_name":"Suanne Stokes-Nash","members_type":"AST","city_1":"Whitehorse","province":"YT","language":"English","phone_2":"8673344548","lead_status":"Renewed APX","new_member_date_2":"2017-08-10","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"254739","no_email_solicitation":"False","area_code":"867","time_zone":"4","blocnote":"29 April 2025 Not authorized to dial this number","dhmsfin_telemarketing_last_contacted_date":"2025-04-29T14:02:00-04:00","intcode":"16","old_int_code":"8","notrenewedother":"Phone cannot be recovered","last_engaged_date":"2025-05-29","pipeline_1_lapsed_members":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"AST1367","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2024-09-01","last_act_type":"2025-11-07","telemarketing_call_date":"2025-04-29","pcl_status":"P","pcl_completion_date":"2017-12-03","pf1_status":"P","pf1_completion_date":"2018-06-24","pf2_status":"F","pf2_completion_date":"2021-01-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-02-22","number_of_passed_courses":"3","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:14:25-05:00","npi_email_temp":"s.stokes@klondiker.com","pcl_completion_date_5":"2022-12-03","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"33517","email":"nicoletisnic@gmail.com","first_name":"Nicole","last_name":"Tisnic","phone":"4038855220","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"275263","full_name":"Nicole Tisnic","members_type":"PRO","lead_status":"Refused","new_member_date_2":"2022-01-31","city_1":"Blackfalds","time_zone":"4","province":"AB","language":"English","phone_2":"4035502711","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"16 April 2025 Survey completed\n2026 May 14 - Contact is Nicole at Mustang Helicopters; initial value = Designation; satisfaction 5; age 31-45; declined to renew.","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T15:03:59-04:00","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 fully in payroll","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31-45","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25P00330","temp_intcode_for_auto_old_int_code":"1","last_infoline_date_type":"2025-03-28","last_act_type":"2025-01-07","pcl_status":"P","pcl_completion_date":"2019-08-14","pf1_status":"P","pf1_completion_date":"2019-11-26","pf2_status":"P","pf2_completion_date":"2022-05-22","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":"nicoletisnic@gmail.com","pcl_completion_date_5":"2024-08-14","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","thewithdrawaldate":"2025-04-02","aitm_status_called":"2026-05-14T15:03:59-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent Ellen from NPI reached Nicole at Mustang Helicopters to discuss a lapsed Professional membership, confirmed initial motivation (designation), collected satisfaction (5) and age range (31-45), and Nicole declined to renew at this time.","aitm_callsummarytitle":"Nicole at Mustang Helicopters declines renewal","onesentencenotrenewed":"Not at this time.","initialvalue":"Designation","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_do_id":"L25P00330","session_id":"call_5ffdd512234ac2e13079a9ba005","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5ffdd512234ac2e13079a9ba005","number_of_calls_reached":"1"}},"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":"2025-07-05","company_paid_thru":"2027-03-31","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","old_int_code":"24","trc":"True","wera":"False","pcp_we":"APPROVED","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":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_status":"A"}},"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":{"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":"2026-04-23","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","latest_paid_thru":"2027-05-31"}},"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":"2026-12-01","last_act_type":"2026-08-04","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","npi_email_temp":"tlr_autumn@telus.net","pcl_completion_date_5":"2023-09-30","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"seriesid":"163"}
{"contact":{"id":"30992","email":"732123477@qq.com","first_name":"Fan","last_name":"Yang","phone":"2369677337","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":"333234","full_name":"Fan Yang","members_type":"CAND","do_id":"L25C00376","city_1":"Vancouver","province":"BC","language":"English","phone_2":"2369677337","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-12","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00376","last_act_type":"2024-11-01","pcl_status":"P","pcl_completion_date":"2024-03-19","pf1_status":"F","pf1_completion_date":"2024-06-21","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T12:19:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"732123477@qq.com","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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":"2024-03-12","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","latest_paid_thru":"2024-12-31"}},"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, AI Contacts sent to TM 2026, 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":"Pre-membership expiration","individual_id":"47626","no_email_solicitation":"False","pds_march":"1","area_code":"905","time_zone":"2","intcode":"06","blocnote":"June 1 2026 vm","pipeline_1_lapsed_members":"","pds_may":"1","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T11:42:00-04:00","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":"2025-04-07","telemarketing_call_date":"2026-05-11","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","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16"}},"seriesid":"163"}
{"contact":{"id":"8844","email":"gowsi6@hotmail.com","first_name":"Gowtheeswary","last_name":"Sriskantharajah","phone":"4166164777","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":"L25C07221","full_name":"Gowtheeswary Sriskantharajah","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"301025","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503184","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4166164777","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"06","blocnote":"LNC \/ 07 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T09:22:00-05:00","paid_thru":"2022-04-30","new_member_date_2":"2021-05-13","temp_do_id_for_auto_old_do_id":"L25C07221","temp_intcode_for_auto_old_int_code":"06","old_int_code":"16","last_act_type":"2021-05-13","pcl_status":"F","pcl_completion_date":"2021-09-05","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"gowsi6@hotmail.com","pcl_completion_date_5":"2026-09-05","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"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, TMAI","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":"8474956812","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":"0","blocnote":"April 28 2025 vm\r\nMay 7 2025 vm\r\nJuly 11 2025 No one by the name Maryann Tennant in there directory.\n2026 May 08 call reached automated system, no human answered","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:56-04:00","old_int_code":"08","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00237","temp_intcode_for_auto_old_int_code":"08","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","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:56-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call reached an automated system at Do All Canada's corporate offices, where the agent made an invalid selection and then ended the call after a brief interaction with the automated menu. No human was reached during the call.","aitm_callsummarytitle":"Call reached automated system, no human answered","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5e1159b7b1a6f6208a4f0893589","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5e1159b7b1a6f6208a4f0893589","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8881","email":"grazia@planforyourprofit.com","first_name":"Grazia","last_name":"Acanfora","phone":"7059943406","orgname":"Plan For Your Profit","customer_acct_name":"Plan For Your Profit","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Grazia Acanfora","language":"English","origin":"2023 lapsed Members","domain_1":"planforyourprofit.com","lapsed_expiration_date":"2022-08-03","individual_id":"302531","area_code":"705","region":"CDN","lead_status":"Refused","old_do_id":"L25C07143","time_zone":"2","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-08-03","intcode":"20","blocnote":"Mar 11 2025 vm  Mar 24 2025 vm\r\nMar 26 2025 vm   mar 28 2025 not a good time\r\nAug 5 2025 vm\r\nLN Oct 7 2025 vm\r\n2026-01-05 Asked to never call again","dhmsfin_telemarketing_last_contacted_date":"2026-01-05T10:12:00-05:00","paid_thru":"2022-05-31","new_member_date_2":"2021-06-23","temp_do_id_for_auto_old_do_id":"LB2505282","temp_intcode_for_auto_old_int_code":"20","last_infoline_date_type":"2022-05-01","last_act_type":"2022-05-01","number_of_passed_courses":"0","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":"","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 over my budget","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"I was  not something I need in my business anymore","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"False","wera":"False","do_id":"LB2505282","npi_email_temp":"grazia@planforyourprofit.com","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"8845","email":"cheryls@norwoodcentre.com","first_name":"Cheryl","last_name":"Smyth","phone":"7804713737","orgname":"Norwood Child & Family Resource Centre","customer_acct_name":"Norwood Child & Family Resource Centre","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02088","extension_phone_1":"228","full_name":"Cheryl Smyth","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2012-04-18","domain_1":"norwoodcentre.com","individual_id":"198352","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501978","time_zone":"4","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-03-31","temp_do_id_for_auto_old_do_id":"L25O02088","organization_id":"198351","pds_august":"2","members_type":"CORP","pds_september":"2","last_conf_date_type":"2015-06-02","last_act_type":"2020-05-19","intcode":"07","blocnote":"LN Oct 16 2025 in a meeting","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T16:29:00-04:00","temp_intcode_for_auto_old_int_code":"07","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"cheryls@norwoodcentre.com","formatted_paid_thru":"31\/03\/2020","latest_paid_thru":"2020-03-31","company_paid_thru":"2020-03-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"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":"2024-12-04","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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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":"2021-08-09","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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"30945","email":"gillianjiu@gmail.com","first_name":"Yingshi","last_name":"Zhao","phone":"6479810529","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":"333066","full_name":"Yingshi Zhao","members_type":"CAND","do_id":"L25C00351","city_1":"Keswick","province":"ON","language":"English","phone_2":"6479810529","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":"L25C00351","last_act_type":"2024-10-16","pcl_status":"P","pcl_completion_date":"2024-05-06","pf2_status":"F","pf2_completion_date":"2024-10-16","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T11:54:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"gillianjiu@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"30425","email":"mickeylinglo@gmail.com","first_name":"Mickey","last_name":"Lo","phone":"6044336146","orgname":"Axiom Builders Inc.","customer_acct_name":"Axiom Builders Inc.","tags":"250217 Lapsed, NPIdealed, WR250521, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"168015","full_name":"Mickey Yuen Ling Lo, PLP","members_type":"CORP","city_1":"Coquitlam","province":"BC","language":"English","phone_2":"6047810821","lead_status":"Renewed Lapsed","new_member_date_2":"2020-07-21","pipeline_1_lapsed_members":"Renewed lapsed","area_code":"604","time_zone":"5","canceldate":"2025-05-15","cpa_certification":"CPM","cert_status":"ACTIVE","intcode":"99","blocnote":"15 April 2025 VM\r\n23 April 2025 VM\r\n05 May 2025 VM\r\n04 September 2025 VM","coidnewmbrdate":"2018-07-09","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","organization_id":"259940","pds_july":"14","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T21:57:00-04:00","temp_do_id_for_auto_old_do_id":"LB2506452","temp_intcode_for_auto_old_int_code":"99","pds_august":"14","old_int_code":"6","pds_september":"14","last_infoline_date_type":"2023-02-11","last_act_type":"2026-12-01","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2010-06-29","pf1_status":"P","pf1_completion_date":"2010-11-16","pf2_status":"P","pf2_completion_date":"2011-03-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-07-12","number_of_passed_courses":"4","pds_october":"14","paid_thru":"2026-08-31","trc":"False","wera":"False","pds_november":"14","do_id":"LB2506452","old_do_id":"L25P00065","npi_email_temp":"mickeylinglo@gmail.com","pcl_completion_date_5":"2015-06-29","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"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","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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":"2019-12-04","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","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"34060","email":"couchbookkeeping@gmail.com","first_name":"Marijke","last_name":"Couch","phone":"4039322401","orgname":"Couch Bookkeeping Inc.","customer_acct_name":"Couch Bookkeeping Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"258566","full_name":"Marijke Couch, CPB","do_id":"L25A00905","language":"English","canceldate":"2021-02-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2017-12-07","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"05","blocnote":"03 June 2025 No answer\r\nLN \/ 15 September 2025 No answer\n2026-05-08 Dial no answer, phone: +14039322401\n2026-05-08 Dial no answer, phone: +14039322401\n2026-05-11 Dial no answer, phone: +14039322401\n2026-05-11 Dial no answer, phone: +14039322401\n2026-05-13 Dial no answer, phone: +14039322401\n2026-05-13 Dial no answer, phone: +14039322401\n2026-05-15 Dial no answer, phone: +14039322401\n2026-05-15 Dial no answer, phone: +14039322401","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:44-04:00","pds_july":"1","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A00905","temp_intcode_for_auto_old_int_code":"5","pds_august":"1","phone_2":"4039322401","pds_september":"1","last_infoline_date_type":"2020-09-30","last_act_type":"2020-09-30","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"couchbookkeeping@gmail.com","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_1edc5135485bf56383af43485d3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1edc5135485bf56383af43485d3"}},"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","latest_paid_thru":"2024-12-31"}},"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":"2026-08-04","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","latest_paid_thru":"2027-05-31"}},"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","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"8994","email":"gie_apanay18@yahoo.com","first_name":"Regina","last_name":"Jesus","phone":"7807190171","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":"L25C06596","full_name":"Regina De Jesus","language":"English","origin":"Lapsed Spring 2024","individual_id":"316246","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503681","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7807190171","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","paid_thru":"2023-08-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:30:00-05:00","new_member_date_2":"2022-09-02","temp_do_id_for_auto_old_do_id":"L25C06596","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-01-09","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":"gie_apanay18@yahoo.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact answered\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:41-04:00","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":"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","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made but reached voicemail, and no conversation with a human took place.","aitm_callsummarytitle":"Call reached voicemail, no answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_066c0f87801848849f31309a9a9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_066c0f87801848849f31309a9a9","mini_nps":"3"}},"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":"2024-05-01","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"9817","email":"jinalcpatel@outlook.com","first_name":"Jinal","last_name":"Patel","phone":"4169702424","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":"Jinal Patel","language":"English","origin":"Lapsed Spring 2024","individual_id":"308656","region":"CDN","lead_status":"Refused","old_do_id":"L25C06395","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4169702424","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Nov 6 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T09:54:00-05:00","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":"No","npivaluenotdelivered":"Yes","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"3","age_range":"31 to 45 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","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2023-12-31","new_member_date_2":"2022-01-12","temp_do_id_for_auto_old_do_id":"LB2505650","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-12","pcl_status":"P","pcl_completion_date":"2022-05-01","pf1_status":"P","pf1_completion_date":"2022-08-04","pf2_status":"P","pf2_completion_date":"2022-12-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-12-07","number_of_passed_courses":"4","othermemberbenefit":"","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","npichallengesspecify":"","expectationsnotmetspecify":"","membershipcostspecify":"","npivaluenotdeliveredspecify":"","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"1","trc":"True","wera":"True","do_id":"LB2505650","npi_email_temp":"jinalcpatel@outlook.com","pcl_completion_date_5":"2027-05-01","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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","latest_paid_thru":"2024-10-31","company_paid_thru":"2024-10-31","corp_cancel_date":"2025-01-07","company_status":"I"}},"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","latest_paid_thru":"2025-01-31"}},"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":"2025-01-07","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"9797","email":"bassem-adel@hotmail.com","first_name":"Bassem","last_name":"Matta","phone":"5144572200","orgname":"Altius Spices & Seasonings","customer_acct_name":"Altius Spices & Seasonings","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":"L25C07053","province":"QC","full_name":"Bassem Matta","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"304346","area_code":"514","region":"QC","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2501266","time_zone":"2","members_type":"CAND","phone_2":"4389297977","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-10-04","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":"2025-11-28T11:41:00-05:00","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25C07053","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-08-26","pcl_status":"P","pcl_completion_date":"2021-12-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"bassem-adel@hotmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
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{"contact":{"id":"28920","email":"hm@lowertownbookkeeping.com","first_name":"Heather","last_name":"Connors","phone":"6138638461","orgname":"Lowertown Bookkeeping","customer_acct_name":"Lowertown Bookkeeping","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0286","full_name":"Heather Marie Connors","members_type":"AST","city_1":"Ottawa","province":"ON","language":"English","phone_2":"6138638461","lead_status":"Renewed APX","new_member_date_2":"2020-10-23","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"294000","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T12:36:00-04:00","pipeline_1_lapsed_members":"","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","last_engaged_date":"2025-12-01","member_september":"2","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST0286","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-03-03","last_act_type":"2025-08-18","telemarketing_call_date":"2026-05-22","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:48-05:00","npi_email_temp":"hm@lowertownbookkeeping.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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","latest_paid_thru":"2024-12-31"}},"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":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"members_type":"CORP","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-05-28","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":"2025-07-10","last_conf_date_type":"2026-06-02","last_act_type":"2026-12-01","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","latest_paid_thru":"2026-11-30","company_status":"A"}},"seriesid":"163"}
{"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":"2024-05-03","last_act_type":"2025-10-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"c.bouchard@cleio.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"Renewed APX","new_member_date_2":"2020-05-28","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"45757","no_email_solicitation":"False","area_code":"720","time_zone":"4","blocnote":"May 15 2026 completed with renewal (she will renew soon)\r\nMay 26 2026 vm\r\nMay 29 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-29T12:27:00-04:00","intcode":"99","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":"AST1495","temp_intcode_for_auto_old_int_code":"99","last_engaged_date":"2025-10-01","last_infoline_date_type":"2022-11-23","last_act_type":"2025-04-23","telemarketing_call_date":"2026-05-29","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\/2027","latest_paid_thru":"2027-05-31","mini_nps":"4","testimonial":"N\/A","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-15T12:06:00-04:00","old_int_code":"02","date_of_renewal_identification":"2026-06-03"}},"seriesid":"163"}
{"contact":{"id":"8888","email":"taherehaminian01@gmail.com","first_name":"Tahereh","last_name":"Aminian","phone":"6043397550","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07323","full_name":"Tahereh Aminian","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"297135","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-11","old_do_id":"LB2503444","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":"2021-01-25","temp_do_id_for_auto_old_do_id":"L25C07323","phone_2":"6043397550","last_act_type":"2021-01-25","pcl_status":"P","pcl_completion_date":"2021-05-03","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"taherehaminian01@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"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, TMAI","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":"8008645625","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":"0","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\n2026 May 08 call reached IVR system, no human answered\n2026-05-08 invalid phone destination, phone: +19054552947","organization_id":"10407","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:15-04:00","pds_july":"1","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A02199","temp_intcode_for_auto_old_int_code":"08","pds_august":"1","pds_september":"1","last_act_type":"2023-11-12","old_int_code":"08","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","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach a contact at Unilock Limited, but the call encountered an automated phone system with no human answer. The agent navigated through the IVR menus but was unable to reach a person and ended the call.","aitm_callsummarytitle":"No Human Answer - IVR Only","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_7bf5de485e285d26e96b393e560","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7bf5de485e285d26e96b393e560","number_of_calls_reached":"1","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31097","email":"jjsagert@hotmail.com","first_name":"Joyce","last_name":"Sagert","phone":"4033623099","orgname":"BKR Bookkeeping","customer_acct_name":"BKR Bookkeeping","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Joyce Sagert","lead_status":"Lapsed Member","members_type":"AST","city_1":"Brooks","province":"AB","do_id":"L25A02985","pipeline_2_members_only_ast":"","new_member_date_2":"2025-02-24","no_email_solicitation":"False","time_zone":"4","language":"English","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"347756","paid_thru":"2026-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25A02985","last_infoline_date_type":"2025-02-24","last_act_type":"2025-02-24","blocnote":"Oct 23 2025 vm\n2026 May 08 call reached voicemail, no human answer\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact with Joyce\n2026 May 21 call reached voicemail, no human contact\n2026 May 25 call reached voicemail, no contact made.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T17:07:17-04:00","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":"2025-12-01T10:13:57-05:00","npi_email_temp":"jjsagert@hotmail.com","canceldate":"2026-04-02","old_do_id":"AST1881","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-25T17:07:17-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was an outbound attempt to reach Joyce, 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","session_id":"call_3dd6fb8481e46d53cb447e798f2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3dd6fb8481e46d53cb447e798f2","mini_nps":"3","onesentencenotrenewed":"No conversation occurred as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine other benefits.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"325240","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"May 11 2026 vm","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:21:00-04:00","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":"2026-04-20","telemarketing_call_date":"2026-05-11","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","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"33591","email":"negin.esbati@gmail.com","first_name":"Negin","last_name":"Esbati","phone":"306 975 2486","orgname":"The City of Saskatoon","customer_acct_name":"The City of Saskatoon","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"333688","full_name":"Negin Esbati","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2024-02-12","coidnewmbrdate":"1992-01-01","city_1":"Saskatoon","time_zone":"3","province":"SK","language":"English","phone_2":"3063711709","pipeline_1_lapsed_members":"","canceldate":"2025-04-02","intcode":"99","blocnote":"16 April 2025 Busy\r\n24 April 2025 VM\r\n03 September 2025 VM\r\nLN \/ 18 September 2025 VM","organization_id":"179821","pipeline_2_members_only_ast":"","paid_thru":"2027-04-30","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:01:00-04:00","temp_do_id_for_auto_old_do_id":"LB2506613","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506613","old_int_code":"6","last_infoline_date_type":"2024-05-30","last_act_type":"2026-05-13","company_paid_thru":"2027-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-06-04","number_of_passed_courses":"2","trc":"True","wera":"False","pf1_status":"P","npi_email_temp":"negin.esbati@gmail.com","pcl_completion_date_5":"2029-06-04","pf1_completion_date":"2026-04-21","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","pf2_status":"E","do_id":"","company_status":"A"}},"seriesid":"163"}
{"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"316608","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendmayemail":"2025-05-28T09:43:00-04:00","blocnote":"May 11 2026 vm","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:18:00-04:00","old_int_code":"31","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":"06","last_act_type":"2025-04-08","telemarketing_call_date":"2026-05-11","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","latest_paid_thru":"2026-08-31"}},"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":"2025-01-07","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","latest_paid_thru":"2025-01-31"}},"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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2022-07-31"}},"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":"2020-06-10","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","latest_paid_thru":"2021-09-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","last_engaged_date":"2025-10-01","individual_id":"123085","no_email_solicitation":"False","pds_march":"14","area_code":"780","time_zone":"4","blocnote":"May 1 2026 vm\r\nMay 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T13:47:00-04:00","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":"2025-06-08","telemarketing_call_date":"2026-05-22","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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"8882","email":"christina.collini@gmail.com","first_name":"Christina","last_name":"Collini","phone":"6475249988","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07686","full_name":"Christina Collini","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"297567","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503137","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":"2021-02-05","temp_do_id_for_auto_old_do_id":"L25C07686","phone_2":"6475249988","last_act_type":"2021-05-26","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 07 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T09:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"christina.collini@gmail.com","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"5730","email":"maude@groupelml.com","first_name":"Maude","last_name":"Martin","phone":"5145869562","orgname":"Location Martin-Lalonde Inc.","customer_acct_name":"Location Martin-Lalonde Inc.","tags":"CSV imported, F24 Webinar registration QC, F24 Webinar QC, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501718","province":"QC","full_name":"Maude Martin, CPA, CGA","language":"French","origin":"2024 FALL","domain_1":"groupelml.com","attended_webinar":"No","lapsed_expiration_date":"2022-08-03","individual_id":"238491","time_zone":"2","area_code":"514","region":"QC","lead_status":"Refused","old_do_id":"QNPIRETP00169","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-08-03","cpa_certification":"SCPQ","cert_status":"WITHDRAWN","intcode":"06","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"4","paid_thru":"2022-05-31","blocnote":"12 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T15:51:00-04:00","new_member_date_2":"2019-06-03","temp_do_id_for_auto_old_do_id":"LB2501718","temp_intcode_for_auto_old_int_code":"6","pds_august":"4","phone_2":"5145869562","pds_september":"4","last_infoline_date_type":"2019-10-15","last_act_type":"2022-01-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-07-04","number_of_passed_courses":"1","pds_october":"4","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"4","npi_email_temp":"maude@groupelml.com","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"9811","email":"vanessarueya@yahoo.com","first_name":"Vanessa","last_name":"Iria","phone":"6502346000","orgname":"Roberthalf","customer_acct_name":"Roberthalf","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07559","province":"ON","full_name":"Vanessa Iria","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-12-02","individual_id":"293248","area_code":"650","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2500513","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":"2020-10-02","temp_do_id_for_auto_old_do_id":"L25C07559","phone_2":"3435517003","last_act_type":"2020-01-10","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"F","pf1_completion_date":"2021-05-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"vanessarueya@yahoo.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"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","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"8962","email":"gurmeet_saini2788@yahoo.com","first_name":"Gurmeet","last_name":"Saini","phone":"4163570436","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":"L25C07203","full_name":"Gurmeet Saini","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"300512","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503187","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4163570436","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","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":"2025-11-28T11:42:00-05:00","paid_thru":"2022-04-30","new_member_date_2":"2021-05-20","temp_do_id_for_auto_old_do_id":"L25C07203","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-05-20","pcl_status":"P","pcl_completion_date":"2021-09-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"gurmeet_saini2788@yahoo.com","pcl_completion_date_5":"2026-09-12","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"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":"15","blocnote":"None\n2026 May 08 call reached voicemail for Samia Zafari\n2026 May 08 call attempted to reach Christine but no clear conversation, ended due to inactivity.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:03-04:00","value_help_with_complex":"No","old_int_code":"06","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":"15","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","latest_paid_thru":"2025-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:18-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent attempted to reach Christine but was unable to have a clear conversation as the user response was mostly inaudible. The call ended due to inactivity without completing the intended interaction.","aitm_callsummarytitle":"Unsuccessful call attempt to Christine","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_174fda76221140d979dccf1909d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_174fda76221140d979dccf1909d","mini_nps":"3","onesentencenotrenewed":"No clear refusal or renewal intent expressed due to inaudible responses.","initialvalue":"Other","othermemberbenefit":"No clear reason provided due to inaudible responses.","astotherreasonsnottorenew":"No clear reason provided due to inaudible responses.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"28950","email":"ggiroux@mtl.org","first_name":"Guylaine","last_name":"Giroux","phone":"5148442404","orgname":"Tourisme Montr\u00e9al","customer_acct_name":"Tourisme Montr\u00e9al","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0530","full_name":"Guylaine Giroux","members_type":"AST","city_1":"Laval","province":"QC","language":"French","phone_2":"5148838633","lead_status":"Renewed APX","last_engaged_date":"2025-12-01","new_member_date_2":"2023-03-29","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"114104","no_email_solicitation":"False","pds_march":"19","area_code":"514","time_zone":"2","intcode":"06","blocnote":"AI. 15 oct 2025 bv\r\n21 oct 2025 bv\r\n28 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-28T09:21:00-04:00","sendpreexpirationemail":"2025-06-02T14:29:00-04:00","value_help_with_complex":"No","old_int_code":"99","pds_july":"19","paid_thru":"2027-03-31","pds_august":"19","extension_phone_1":"2214","temp_do_id_for_auto_old_do_id":"AST0530","temp_intcode_for_auto_old_int_code":"06","pds_september":"19","last_infoline_date_type":"2025-07-15","last_conf_date_type":"2025-10-16","last_act_type":"2026-04-03","telemarketing_call_date":"2025-10-28","pcl_status":"P","pcl_completion_date":"2007-07-09","pf1_status":"P","pf1_completion_date":"2008-06-12","number_of_passed_courses":"2","pds_october":"20","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:48-05:00","pds_november":"20","npi_email_temp":"ggiroux@mtl.org","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-03-07","pcl_completion_date_5":"2012-07-09","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
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{"contact":{"id":"31008","email":"paulawroc@yahoo.com","first_name":"Paulina","last_name":"Nowak","phone":"4034789695","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":"333282","full_name":"Paulina Nowak","members_type":"CAND","do_id":"L25C00387","city_1":"Calgary","province":"AB","language":"English","phone_2":"4034789695","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":"L25C00387","last_infoline_date_type":"2025-12-03","last_act_type":"2025-12-03","pcl_status":"P","pcl_completion_date":"2024-04-15","pf1_status":"F","pf1_completion_date":"2025-01-20","pf2_status":"P","pf2_completion_date":"2025-05-12","number_of_passed_courses":"2","sendapplicationform":"2025-11-04T13:41:00-05:00","blocnote":"Nov 4 2025 completed ( she is willing to completed her courses)","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T13:42:00-05:00","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":"9","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","intcode":"02","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"02","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"paulawroc@yahoo.com","pcl_completion_date_5":"2029-04-15","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"10305","email":"rachel.siu@hotmail.com","first_name":"Lai","last_name":"Siu","phone":"6047794208","orgname":"","customer_acct_name":"","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":"L25P02441","full_name":"Lai Shan (Rachel) Siu","language":"English","origin":"Lapsed Spring 2024","individual_id":"69687","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503941","members_type":"PRO","province":"BC","area_code":"604","time_zone":"5","phone_2":"6047794208","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 22 2025 vm\r\nMay 5 2025 vm\r\nJuly 10 2025 vm\r\nLN Sept 17 2025 vm\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:08-04:00","paid_thru":"2023-12-31","new_member_date_2":"2021-01-15","temp_do_id_for_auto_old_do_id":"L25P02441","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-05-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-09-05","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"rachel.siu@hotmail.com","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-25T14:27:06-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered and went to voicemail immediately.","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","session_id":"call_755f5664364dfab7462732487b8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_755f5664364dfab7462732487b8","number_of_total_call_attempts":"2"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"130494","canceldate":"2018-07-04","no_email_solicitation":"False","pds_march":"7","time_zone":"5","intcode":"06","blocnote":"May 8 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:48:00-04:00","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":"2026-03-19","last_act_type":"2026-03-19","last_engaged_date":"2025-10-02","telemarketing_call_date":"2026-05-08","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","latest_paid_thru":"2026-07-31"}},"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":{"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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"33559","email":"manishastanwar@yahoo.com","first_name":"Manisha","last_name":"Tanwar","phone":"9056770889","orgname":"Punjabi Community Health Services","customer_acct_name":"Punjabi Community Health Services","tags":"WR250430, Members from extract, moveToDeleted","ip4":"127.0.0.1","fields":{"individual_id":"282748","full_name":"Manisha Tanwar, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2024-02-06","city_1":"Brampton","time_zone":"2","province":"ON","language":"English","phone_2":"6473543536","intcode":"99","blocnote":"April 16 2025 She is not available\r\nApril 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-01T02:58:00-04:00","found":"DO4 Email","date_of_renewal_identification":"2025-05-30","area_code":"905","old_int_code":"13","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2506249","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2026-03-19","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":"2022-11-21","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"L25P00351","npi_email_temp":"manishastanwar@yahoo.com","pcl_completion_date_5":"2024-12-23","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"30078","email":"mjs66@hotmail.com","first_name":"Monica","last_name":"Burrows","phone":"5197441041","orgname":"Westmount Golf & Country Club","customer_acct_name":"Westmount Golf & Country Club","tags":"250205 AST Members, fixDhms, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0197","full_name":"Monica Burrows","members_type":"AST","coidnewmbrdate":"2017-09-13","city_1":"Kitchener","province":"ON","language":"English","phone_2":"5195036948","lead_status":"Renewed APX","new_member_date_2":"2023-02-03","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"256114","canceldate":"2022-07-05","no_email_solicitation":"False","pds_march":"3","last_engaged_date":"2026-05-27","area_code":"519","time_zone":"2","intcode":"31","sendaprilemail":"Yes","sendmayemail":"2025-10-22T10:20:00-04:00","blocnote":"May 8 2026 Survey completed  Send resource email.","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No","pipeline_1_lapsed_members":"","organization_id":"256113","pds_may":"3","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:54:00-04:00","sendjuneemail":"2025-06-19T11:31:00-04:00","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":"","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":"AST0197","temp_intcode_for_auto_old_int_code":"31","pds_september":"3","last_infoline_date_type":"2026-05-13","last_conf_date_type":"2026-06-02","last_act_type":"2026-05-13","telemarketing_call_date":"2026-05-08","sendaigeneral":"2026-05-08T13:54:00-04:00","sendoctoberemail":"2025-10-22T10:17:56-04:00","sendaidate":"2026-05-08T13:54:34-04:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","pcl_status":"P","pcl_completion_date":"2018-01-07","pf1_status":"F","pf1_completion_date":"2019-09-03","number_of_passed_courses":"1","pds_october":"4","trc":"True","wera":"False","pds_november":"4","old_int_code":"99","npi_email_temp":"mjs66@hotmail.com","date_of_renewal_identification":"2026-02-13","pcl_completion_date_5":"2023-01-07","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","sendaiemail":"2026-05-08T13:54:34-04:00","company_paid_thru":"2018-08-31","corp_cancel_date":"2018-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8846","email":"ramaniwije@shaw.ca","first_name":"Ramani","last_name":"Wijayanayaka","phone":"7804346051","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":"LB2503369","full_name":"Ramani Wijayanayaka","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"303776","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000669","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7804346051","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 11 2025 She did not want  to complete the survey because she is retired now.","dhmsfin_telemarketing_last_contacted_date":"2025-03-20T16:23:00-04:00","notrenewednolongerinpayroll":"Yes","canceldate":"2022-10-04","paid_thru":"2022-07-31","new_member_date_2":"2021-08-18","temp_do_id_for_auto_old_do_id":"LB2503369","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-08-18","pcl_status":"P","pcl_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ramaniwije@shaw.ca","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"contact":{"id":"28960","email":"lapointe.j@ferco.ca","first_name":"Julie","last_name":"Lapointe","phone":"4509731437","orgname":"Ferco Architectural Hardware Inc.","customer_acct_name":"Ferco Architectural Hardware Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert19, 2512 Active AST approached, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Julie Lapointe","members_type":"AST","city_1":"Laval","province":"QC","language":"French","lead_status":"Refused","new_member_date_2":"2024-03-18","pipeline_2_members_only_ast":"","individual_id":"335485","no_email_solicitation":"False","area_code":"450","time_zone":"2","intcode":"06","blocnote":"13 mai, bvf\r\n20 mai 2026\u00a0bv\r\n21 mai 2026 bv\r\n22 mai 2026 bv\r\n29 mai 2026 bv","dhmsfin_telemarketing_last_contacted_date":"2026-05-29T10:02:00-04:00","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25A03094","temp_intcode_for_auto_old_int_code":"06","sendseptemail":"2025-09-22T11:45:00-04:00","sendaidate":"2025-09-22T11:45:26-04:00","last_engaged_date":"2025-09-22","last_infoline_date_type":"2024-03-19","last_act_type":"2025-01-22","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","challengepayrollselfreport":"","old_int_code":"01","telemarketing_call_date":"2025-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:59-05:00","npi_email_temp":"lapointe.j@ferco.ca","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","old_do_id":"L25A03094","pipeline_1_lapsed_members":"Refused Lapsed","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:32-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Julie at FERCO Architectural Hardware Incorporated and conducted a membership survey for the National Payroll Institute. Julie answered the questions but declined to renew her membership, stating it is not relevant to her current job. The call ended politely after confirming her reason for not renewing.","aitm_callsummarytitle":"Membership Survey with Julie - Declined Renewal","notrenewedwanttorenew":"No","mini_nps":"4","onesentencenotrenewed":"It's not relevant for my job as of today.","initialvalue":"Stay Current","age_range":"31-45","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d4c39a878ed0541928738d154ed","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d4c39a878ed0541928738d154ed","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8905","email":"talosigmichelle@outlook.com","first_name":"Michelle","last_name":"Talosig","phone":"7786808021","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":"L25C06732","full_name":"Michelle Talosig","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"311465","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503445","members_type":"CAND","province":"BC","area_code":"778","time_zone":"5","phone_2":"7786808021","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-05-02","intcode":"06","blocnote":"LNC \/ 06 November 2025 VM\r\nLN \/ 10 December 2025 VM","paid_thru":"2023-02-28","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T17:16:00-05:00","new_member_date_2":"2022-03-25","temp_do_id_for_auto_old_do_id":"L25C06732","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-03-24","pcl_status":"P","pcl_completion_date":"2022-07-17","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"talosigmichelle@outlook.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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","latest_paid_thru":"2023-03-31"}},"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, TMAI","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":"2026-05-11T14:25:00-04:00","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\n2026 May 08 call disconnected shortly after initial contact attempt\n2026-05-11 Dial no answer, phone: +12504698500\n2026 May 11 contact wants to renew and sent the email - NPI# 30617","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:06:42-04:00","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":"5","age_range":"46-60","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"02","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":"02","old_int_code":"05","last_act_type":"2025-12-05","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","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T14:21:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent successfully reached Niusha and discussed her lapsed Associate membership with the National Payroll Institute. Niusha expressed interest in renewing, corrected her email address, and the agent sent her the membership application form via email. The call concluded positively with all survey questions asked and the renewal process initiated.","aitm_callsummarytitle":"Successful renewal call with Niusha","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_697c2d5706efd44bbd680fad89c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_697c2d5706efd44bbd680fad89c","number_of_calls_reached":"2","initialvalue":"Designation"}},"seriesid":"163"}
{"contact":{"id":"31104","email":"umesalmaagai@gmail.com","first_name":"Um","last_name":"Agai","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"250904 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Um E Salma Agai, PCP","lead_status":"Not Relevant","members_type":"PRO","city_1":"Scarborough","province":"ON","phone_2":"6475884053","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","blocnote":"Oct 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T11:33:00-04:00","language":"English","intcode":"06","pipeline_1_lapsed_members":"","individual_id":"321313","onesentencenotrenewed":"","source_of_membership":"Social","job_title":"BenefitsAdmin","payroll_experience_in_years":"6-10","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":"46-60","cert_status":"ACTIVE","old_int_code":"32","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2507575","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2026-03-23","telemarketing_call_date":"2025-10-23","pcl_status":"P","pcl_completion_date":"2023-03-19","pf1_status":"P","pf1_completion_date":"2023-06-26","pf2_status":"P","pf2_completion_date":"2023-06-13","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","old_do_id":"AST1633","npi_email_temp":"umesalmaagai@gmail.com","pcl_completion_date_5":"2028-03-19","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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, AI Contacts sent to TM 2026, 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":"2022-11-01","last_conf_date_type":"2016-06-15","last_act_type":"2026-02-03","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","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","latest_paid_thru":"2026-12-31"}},"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":"03","canceldate":"2025-05-02","pds_july":"2","paid_thru":"2025-02-28","blocnote":"13 aout 2025 bv d\u00e9fectueuse\n2026 May 08 call reached automated system, no human contact.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:36-04:00","temp_do_id_for_auto_old_do_id":"L25A01635","temp_intcode_for_auto_old_int_code":"03","pds_august":"2","pds_september":"2","last_infoline_date_type":"2021-06-18","last_act_type":"2024-06-02","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","latest_paid_thru":"2025-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:36-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach a contact at Alumina Realouette, but the user navigated through an automated phone menu without successfully reaching a human or a valid extension. The call ended shortly after without completing any task or conversation.","aitm_callsummarytitle":"Call reached automated system, no human contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not reached due to invalid extension and automated menu navigation.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"6","astotherreasonsnottorenew":"Contact not reached due to invalid extension and automated system.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_776a16ae5500595d7f8ef863c42","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_776a16ae5500595d7f8ef863c42"}},"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","latest_paid_thru":"2025-01-31"}},"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":"2024-10-04","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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"8860","email":"christine.bender@primeeng.ca","first_name":"Christine","last_name":"Bender","phone":"2505908912","orgname":"Prime Engineering Ltd.","customer_acct_name":"Prime Engineering Ltd.","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02134","full_name":"Christine Bender","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"21-f?vr-18","domain_1":"primeeng.ca","individual_id":"260967","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502175","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-01-31","temp_do_id_for_auto_old_do_id":"L25O02134","organization_id":"260965","pds_august":"3","members_type":"CORP","pds_september":"3","intcode":"10","blocnote":"LN Oct 16 2025 busy call back.","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T16:35:00-04:00","temp_intcode_for_auto_old_int_code":"10","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"christine.bender@primeeng.ca","formatted_paid_thru":"31\/01\/2020","latest_paid_thru":"2020-01-31","company_paid_thru":"2020-01-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9273","email":"rita_mc_cheng@hotmail.com","first_name":"Rita","last_name":"Cheng","phone":"9054778337","orgname":"ABSCC","customer_acct_name":"ABSCC","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07251","province":"ON","full_name":"Rita Cheng","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"300677","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500906","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":"2021-04-28","temp_do_id_for_auto_old_do_id":"L25C07251","phone_2":"4165251913","last_act_type":"2021-04-27","pcl_status":"P","pcl_completion_date":"2021-08-22","pf1_status":"P","pf1_completion_date":"2022-01-02","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"rita_mc_cheng@hotmail.com","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"33519","email":"amy.young8@gmail.com","first_name":"Amy","last_name":"Young","phone":"4033519268","orgname":"Canlin Energy","customer_acct_name":"Canlin Energy","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"30668","full_name":"Amy Young","members_type":"PRO","do_id":"L25P00331","lead_status":"Lapsed Member","new_member_date_2":"2022-01-28","city_1":"Calgary","time_zone":"4","province":"AB","language":"English","phone_2":"4036158228","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"10","blocnote":"16 April 2025 VM\r\n24 April 2025 VM\r\n03 September 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 12 call reached voicemail, no contact made\n2026 May 12 voicemail reached, no conversation\n2026 May 14 - Reached voicemail, brief numeric response 'Number five nine'.\n2026 May 14 - Contact (Amy) answered, asked to call back Tuesday afternoon","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T11:36:42-04:00","temp_do_id_for_auto_old_do_id":"L25P00331","temp_intcode_for_auto_old_int_code":"10","last_infoline_date_type":"2024-05-30","last_act_type":"2025-09-16","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"P","pf1_completion_date":"2020-08-19","pf2_status":"P","pf2_completion_date":"2020-11-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-11-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"amy.young8@gmail.com","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","thewithdrawaldate":"2025-04-02","aitm_status_called":"2026-05-14T11:51:40-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent reached Amy, explained the lapsed NPI Professional membership and asked to ask questions; Amy said she didn't have time and requested a callback on Tuesday afternoon before ending the call.","aitm_callsummarytitle":"Reached contact; callback requested","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d9c6a389e0ab97a8b41633e9608","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d9c6a389e0ab97a8b41633e9608","mini_nps":"3","onesentencenotrenewed":"Voicemail reached; no renewal decision provided.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Voicemail - no reason given","age_range":"Preferred not to say","old_int_code":"6","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2025-09-30"}},"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, TMAI","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\n2026 May 08 contact reached Colleen after transfer, call started regarding lapsed membership","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:47-04:00","intcode":"15","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-05T17:21:00-04:00","nationalconferenceattend":"Yes","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"11","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":"15","last_act_type":"2024-04-12","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","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent successfully reached Colleen after being transferred and introduced the purpose of the call regarding her lapsed Associate membership with the National Payroll Institute. The call was just beginning when the transcript ends.","aitm_callsummarytitle":"Reached Colleen, started membership renewal discussion","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4da2562f80c9854bdb9146f0ab1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4da2562f80c9854bdb9146f0ab1","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2025-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"218585","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"31","sendaprilemail":"Yes","sendmayemail":"2025-06-18T10:37:00-04:00","blocnote":"May 8 2026 Send AI email Did not have time for question on certification.","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"No","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN_CPE","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:59:00-04:00","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":"10","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":"31","date_of_renewal_identification":"2025-10-02","last_infoline_date_type":"2024-08-07","last_act_type":"2025-09-29","telemarketing_call_date":"2026-05-08","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":"2026-05-08T13:21:12-04:00","npi_email_temp":"obbrown@gmail.com","pcl_completion_date_5":"2018-12-17","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","sendaigeneral":"2026-05-08T13:21:00-04:00","sendaiemail":"2026-05-08T13:21:11-04:00","extension_phone_1":"","email2":"","full_name_2":" "}},"seriesid":"163"}
{"contact":{"id":"8865","email":"ajaythomasp87@gmail.com","first_name":"Ajay","last_name":"Thomas","phone":"4167312312","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":"LB2503763","full_name":"Ajay Thomas","language":"English","origin":"Lapsed Spring 2024","individual_id":"319416","region":"CDN","lead_status":"Refused","old_do_id":"8","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4167312312","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"11 March 2025 VM  19 March 2025 VM  01 April 2025 VM  08 April 2025 busy  14 April 2025 Busy  22 April 2025 Disconnected","dhmsfin_telemarketing_last_contacted_date":"2025-04-22T15:31:00-04:00","canceldate":"2024-02-03","intcode":"21","paid_thru":"2023-11-30","new_member_date_2":"2022-12-05","temp_do_id_for_auto_old_do_id":"LB2503763","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-02-10","pcl_status":"F","pcl_completion_date":"2023-02-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ajaythomasp87@gmail.com","pcl_completion_date_5":"2028-02-26","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"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":"2022-05-04","last_act_type":"2023-03-05","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","latest_paid_thru":"2022-11-30"}},"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":"2026-04-05","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","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","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"33612","email":"r.hartwick@hotmail.com","first_name":"Rachel","last_name":"Hartwick","phone":"9056553311","orgname":"Brooklin Concrete Products","customer_acct_name":"Brooklin Concrete Products","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"269482","full_name":"Rachel Hartwick","members_type":"CAND","lead_status":"Refused","city_1":"Lindsay","time_zone":"2","province":"ON","language":"English","extension_phone_1":"105","phone_2":"6478295284","pipeline_1_lapsed_members":"Refused Lapsed","sendapplicationform":"2025-04-24T13:30:00-04:00","blocnote":"16 April 2025 VM\n24 April 2025 Survey completed - she just forgot to renew\n29 May 2025 She sent a Candidate renewal membership form. As she passed the 5 years required since inception, she is no longer eligible.\n03 June 2025 Gil called her and she agreed to send an Associate membership form instead.","dhmsfin_telemarketing_last_contacted_date":"2025-04-24T09:40:00-04:00","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":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","last_engaged_date":"2025-10-03","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"3","temp_do_id_for_auto_old_do_id":"LB2506867","temp_intcode_for_auto_old_int_code":"21","canceldate":"2025-04-02","new_member_date_2":"2020-02-21","paid_thru":"2025-01-31","pds_august":"3","old_int_code":"2","date_of_renewal_identification":"","old_do_id":"L25C00572","pds_september":"3","last_infoline_date_type":"2024-06-21","last_act_type":"2024-06-21","pcl_status":"P","pcl_completion_date":"2020-05-31","pf1_status":"P","pf1_completion_date":"2020-11-22","number_of_passed_courses":"2","pds_october":"3","trc":"True","wera":"False","pds_november":"3","do_id":"LB2506867","npi_email_temp":"r.hartwick@hotmail.com","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"34091","email":"donna.thomas@usask.ca","first_name":"Donna","last_name":"Thomas","phone":"3066677438","orgname":"Prairie Swine Centre Inc.","customer_acct_name":"Prairie Swine Centre Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"305476","full_name":"Donna Thomas","do_id":"L25A01150","language":"English","canceldate":"2022-11-02","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2021-09-23","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"SK","intcode":"06","blocnote":"04 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail at Prairie Swine Center","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:47-04:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A01150","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-04-14","last_act_type":"2022-04-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"donna.thomas@usask.ca","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:47-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Donna Thomas at Prairie Swine Center but went to voicemail immediately.","aitm_callsummarytitle":"Voicemail reached - no contact","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a5e3cd62b1cc01495d4368b4cc4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a5e3cd62b1cc01495d4368b4cc4"}},"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, AI Contacts sent to TM 2026","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":"31","blocnote":"April 30 2026 Sent email and review with FS in callbacks","dhmsfin_telemarketing_last_contacted_date":"2026-04-30T18:31:00-04:00","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":"31","old_int_code":"99","last_infoline_date_type":"2021-03-12","last_act_type":"2026-03-13","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 received a call and awaits to the next call","ai_entered_date":"2026-01-26","apx_entered_date":"2026-01-26","telemarketing_call_date":"2026-04-30","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","latest_paid_thru":"2027-02-28","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"Yes","sendaigeneral":"2026-04-30T18:29:00-04:00","sendaiemail":"2026-04-30T18:29:25-04:00","sendaidate":"2026-04-30T18:29:25-04:00","cpa_certification":"PCP"}},"seriesid":"163"}
{"contact":{"id":"30085","email":"syritchie@bakertilly.ca","first_name":"Suzanne","last_name":"Ritchie","phone":"2268300603","orgname":"Baker Tilly CK LLP","customer_acct_name":"Baker Tilly CK LLP","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, 250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1202","full_name":"Suzanne Ritchie","members_type":"AST","city_1":"Wallaceburg","province":"ON","language":"English","phone_2":"5193659207","lead_status":"Renewed APX","last_login_date":"2025-02-26T10:51:29-05:00","new_member_date_2":"2017-01-10","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"248743","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"226","time_zone":"2","intcode":"06","blocnote":"May 8 2026 vm","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"","cert_status":"PENDING","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:56:00-04:00","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1202","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-03-01","last_act_type":"2025-11-28","telemarketing_call_date":"2026-05-08","pcl_status":"P","pcl_completion_date":"2017-05-07","pf1_status":"P","pf1_completion_date":"2017-09-24","pf2_status":"P","pf2_completion_date":"2018-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-05-17","number_of_passed_courses":"4","trc":"True","wera":"False","date_of_renewal_identification":"2025-12-02","old_int_code":"99","npi_email_temp":"syritchie@bakertilly.ca","pcl_completion_date_5":"2022-05-07","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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","latest_paid_thru":"2026-07-31","corp_cancel_date":"2024-04-02","company_status":"A"}},"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","latest_paid_thru":"2022-06-30","company_paid_thru":"2022-06-30","corp_cancel_date":"2022-09-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"2026-05-05T11:50:00-04:00","blocnote":"May 5 2026 completed with both emails sent","nationalconferenceattend":"Yes","intcode":"31","last_engaged_date":"2025-10-02","pipeline_1_lapsed_members":"Renewed lapsed","old_int_code":"99","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":"31","last_act_type":"2025-01-12","telemarketing_call_date":"2026-05-05","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","latest_paid_thru":"2026-11-30","sendcandapplicationform":"2026-05-05T11:50:00-04:00","sendaigeneral":"2026-05-05T11:50:00-04:00","sendaiemail":"2026-05-05T11:50:25-04:00","sendaidate":"2026-05-05T11:50:26-04:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"Yes"}},"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":"2021-02-07","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","latest_paid_thru":"2022-06-30"}},"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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9784","email":"nayabzaman@outlook.com","first_name":"Nayab","last_name":"Zaman","phone":"8456201212","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, TMAI","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":"8889100800","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"13 March 2025 VM\r\n25 March 2025 VM\r\n03 April 2025 No ne by that name\n2026 May 19 call reached automated directory, intended contact not found, call ended without renewal discussion\n2026 May 21 call ended without reaching Nayab Zaman in directory","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:02:05-04:00","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":"08","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","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-21T11:02:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was an outbound attempt to reach Nayab Zaman via a dial-by-name directory, but the contact was not found in the directory. The call ended without connecting to the intended person.","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","session_id":"call_4444050bfeb5756ae6f3b7a441d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4444050bfeb5756ae6f3b7a441d","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"8915","email":"keniaalexandraolivier@gmail.com","first_name":"Kenia","last_name":"Olivier","phone":"6473302119","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":"LB2503244","full_name":"Kenia Olivier","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"295805","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-27","old_do_id":"CLNPI000418","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6473302119","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"11 March 2025 VM\r\n19 March 2025 VM\r\n01 April 2025 On a long term disability","dhmsfin_telemarketing_last_contacted_date":"2025-04-01T16:41:00-04:00","canceldate":"2023-02-02","paid_thru":"2022-11-30","new_member_date_2":"2020-12-11","temp_do_id_for_auto_old_do_id":"LB2503244","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2025-01-04","last_act_type":"2025-01-04","pcl_status":"P","pcl_completion_date":"2021-04-07","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"keniaalexandraolivier@gmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"9807","email":"sandy7777@hotmail.com","first_name":"Sandra","last_name":"Newton","phone":"5197533125","orgname":"Cornell Construction Ltd.","customer_acct_name":"Cornell Construction Ltd.","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":"L25P00012","province":"ON","full_name":"Sandra Newton","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"197549","area_code":"519","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00096","time_zone":"2","members_type":"PRO","canceldate":"2023-03-02","new_member_date_2":"2020-02-04","pipeline_1_lapsed_members":"Refused Lapsed","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","intcode":"10","blocnote":"May 21 2025 vm\r\nAug 6 2025 no answer\r\nLN Oct 6 2025 busy call back another time","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T11:20:00-04:00","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":"L25P00012","temp_intcode_for_auto_old_int_code":"10","phone_2":"5197179471","last_infoline_date_type":"2021-11-03","last_act_type":"2025-04-24","old_int_code":"5","pcl_status":"P","pcl_completion_date":"2012-05-03","pf1_status":"P","pf1_completion_date":"2012-05-23","pf2_status":"P","pf2_completion_date":"2012-06-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-07-19","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sandy7777@hotmail.com","pcl_completion_date_5":"2017-05-03","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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":"2026-02-22","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"petrinav@icloud.com","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"15928","email":"sherryaziz@amirqualitymeats.com","first_name":"Sherry","last_name":"Aziz","phone":"9054577557","orgname":"Amir Quality Meats Inc.","customer_acct_name":"Amir Quality Meats Inc.","tags":"Fixed deal, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Sherry Aziz","language":"English","origin":"Lapsed Members2022 Lapsed Members2022","explicit_consent_date":"2019-08-01","domain_1":"amirqualitymeats.com","attended_webinar":"Yes","do_id":"L25O02029","individual_id":"278567","members_type":"CORP","time_zone":"5","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-28","old_do_id":"LB2501883","province":"ON","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 26 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T16:26:00-04:00","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25O02029","temp_intcode_for_auto_old_int_code":"6","organization_id":"278558","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sherryaziz@amirqualitymeats.com","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31","company_paid_thru":"2020-07-31","corp_cancel_date":"2020-10-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8931","email":"cipricsandra@gmail.com","first_name":"Sandra","last_name":"Cipric","phone":"5192426069","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"CSV imported, NPIdealed, 250515 phone recovered, npiPartnerAccount, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Sandra Cipric, PLP","language":"English","origin":"2023 lapsed Members","individual_id":"43588","area_code":"905","region":"CDN","lead_status":"Partner","last_engaged_date":"2024-11-22","old_do_id":"LB2504782","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"May 13 2025 Number not in service.","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T14:26:00-04:00","old_int_code":"8","cert_status":"ACTIVE","canceldate":"2022-03-15","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2504782","temp_intcode_for_auto_old_int_code":"99","organization_id":"8176","cpa_certification":"CPM","pds_august":"4","phone_2":"5192426069","pds_september":"4","last_infoline_date_type":"2026-04-28","last_act_type":"2026-04-28","company_paid_thru":"2026-12-31","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","do_id":"","npi_email_temp":"cipricsandra@gmail.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"8894","email":"christinepigeon7@gmail.com","first_name":"Christine","last_name":"Pigeon","phone":"6138668350","orgname":"Willis College of Business, Technology & Healthcare","customer_acct_name":"Willis College of Business, Technology & Healthcare","tags":"CSV imported, F24 Webinar registration CDN, F24 Absentees, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07308","province":"ON","full_name":"Christine Pigeon","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"286578","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500853","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":"2020-03-12","temp_do_id_for_auto_old_do_id":"L25C07308","phone_2":"6138668350","last_act_type":"2021-06-01","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"F","pf1_completion_date":"2021-04-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"christinepigeon7@gmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"9038","email":"kim.thompson@cancopetroleum.ca","first_name":"Kimberly","last_name":"Thompson","phone":"2364200688","orgname":"PR Petroleum Ltd.","customer_acct_name":"PR Petroleum Ltd.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07180","province":"BC","full_name":"Kimberly Thompson","language":"English","origin":"2023 lapsed Members","domain_1":"cancopetroleum.ca","lapsed_expiration_date":"2022-07-05","individual_id":"252808","area_code":"236","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2500366","time_zone":"5","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","paid_thru":"2022-04-30","new_member_date_2":"2017-05-12","temp_do_id_for_auto_old_do_id":"L25C07180","phone_2":"2503182092","last_infoline_date_type":"2017-11-21","last_act_type":"2022-08-18","pcl_status":"P","pcl_completion_date":"2017-09-03","pf1_status":"P","pf1_completion_date":"2019-07-24","pf2_status":"P","pf2_completion_date":"2020-01-12","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"kim.thompson@cancopetroleum.ca","pcl_completion_date_5":"2022-09-03","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"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":"2023-09-01","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","latest_paid_thru":"2023-11-30"}},"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":"2024-12-06","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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"33479","email":"shaira_070108@yahoo.com","first_name":"Sunshine","last_name":"Elnar","phone":"3065136419","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":"330376","full_name":"Sunshine Elnar","members_type":"CAND","do_id":"L25C00490","lead_status":"Lapsed Member","new_member_date_2":"2024-04-04","city_1":"New Hazelton","time_zone":"5","province":"BC","language":"English","phone_2":"3065136419","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C00490","last_act_type":"2024-10-12","pcl_status":"P","pcl_completion_date":"2023-11-27","pf1_status":"P","pf1_completion_date":"2024-01-10","pf2_status":"P","pf2_completion_date":"2024-02-15","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 4 2025 vm\r\nLNC Dec 11 2025 vm\r\nLNC Dec 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T17:03:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"shaira_070108@yahoo.com","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
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{"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":"2022-10-02","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","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33491","email":"gudaping@hotmail.com","first_name":"Daping","last_name":"Gu","phone":"6047829334","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":"334533","full_name":"Daping Gu","members_type":"CAND","do_id":"L25C00496","lead_status":"Lapsed Member","new_member_date_2":"2024-02-22","city_1":"Barnaby","time_zone":"5","province":"BC","language":"English","phone_2":"6047829334","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00496","last_act_type":"2024-02-18","pcl_status":"F","pcl_completion_date":"2025-02-19","pf1_status":"F","pf1_completion_date":"2024-11-19","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:24:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"gudaping@hotmail.com","pcl_completion_date_5":"2030-02-19","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-03-31"}},"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","latest_paid_thru":"2020-01-31"}},"seriesid":"163"}
{"contact":{"id":"28991","email":"nathgodin332@gmail.com","first_name":"Nathalie","last_name":"Godin","phone":"5142458216","orgname":"Alstef Canada","customer_acct_name":"Alstef Canada","tags":"250205 AST Members, npiAlert1, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0535","full_name":"Nathalie Godin","members_type":"AST","city_1":"Verch\u00e8res","province":"QC","language":"French","phone_2":"5142458216","lead_status":"Member","new_member_date_2":"2014-07-14","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"26066","no_email_solicitation":"False","pds_march":"8","area_code":"514","time_zone":"2","intcode":"31","pipeline_1_lapsed_members":"","pds_may":"8","sendjulyemail":"2025-07-10T14:28:00-04:00","blocnote":"AI15 oct 2025 bv\r\ncompl\u00e9ter 22 oct 2025 envoie 1 courriel","sendmayemail":"2025-10-22T09:48:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","dhmsfin_telemarketing_last_contacted_date":"2025-10-22T09:48:00-04:00","full_name_2":" ","pds_july":"8","paid_thru":"2026-06-30","pds_august":"8","temp_do_id_for_auto_old_do_id":"AST0535","temp_intcode_for_auto_old_int_code":"31","pds_september":"8","last_infoline_date_type":"2025-12-23","last_act_type":"2025-12-23","telemarketing_call_date":"2025-10-22","sendaigeneral":"2025-10-22T09:47:00-04:00","sendoctoberemail":"2025-10-22T09:47:34-04:00","sendaidatefr":"2025-12-01T10:14:09-05:00","extension_phone_1":"","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_november":"8","npi_email_temp":"nathgodin332@gmail.com","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16"}},"seriesid":"163"}
{"contact":{"id":"9181","email":"klammie38@gmail.com","first_name":"Krista","last_name":"Lammie","phone":"7809208853","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06924","province":"AB","full_name":"Krista Lammie","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"293472","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500108","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":"2020-10-22","temp_do_id_for_auto_old_do_id":"L25C06924","phone_2":"7809208853","last_act_type":"2024-10-29","pcl_status":"P","pcl_completion_date":"2021-07-05","pf1_status":"F","pf1_completion_date":"2022-01-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"klammie38@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"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","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"28956","email":"mwong@florahealth.com","first_name":"Margaret","last_name":"Wong","phone":"6044562035","orgname":"Flora Manufacturing & Distributing Ltd","customer_acct_name":"Flora Manufacturing & Distributing Ltd","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, 250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01807","full_name":"Margaret Wong","members_type":"AST","city_1":"Burnaby","province":"BC","language":"English","lead_status":"Lapsed Member","last_login_date":"2025-02-26T10:51:28-05:00","new_member_date_2":"2003-05-20","pipeline_2_members_only_ast":"","individual_id":"66061","no_email_solicitation":"False","pds_march":"2","area_code":"604","time_zone":"5","intcode":"06","blocnote":"13 May 2025 VM\n2026 Mar 04 voicemail reached, message left\n2026 Mar 06 call reached voicemail, no message left\n2026 Mar 09 reached voicemail, no message left\n2026 Mar 11 call reached voicemail, no message left\n2026 Mar 13 call reached voicemail, no contact made\n2026 Mar 16 call reached voicemail, no contact made\n2026 Mar 18 voicemail reached, message left for Margaret","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","pds_may":"2","canceldate":"2025-07-04","old_do_id":"AST1547","pds_july":"2","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25A01807","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","pds_september":"2","last_act_type":"2024-04-16","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"mwong@florahealth.com","aitm_status_called":"2026-03-18T18:06:47-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached voicemail and the contact, Margaret, asked to leave a message. No conversation or renewal discussion 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","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"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":{"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":"2023-08-09","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","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"9799","email":"taylorlthompson@hotmail.com","first_name":"Taylor","last_name":"Thompson","phone":"6472002300","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Taylor Thompson","language":"English","origin":"Lapsed Spring 2024","individual_id":"304484","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2503613","members_type":"PRO","province":"ON","area_code":"647","time_zone":"2","phone_2":"6472002300","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2023-12-02","intcode":"99","blocnote":"Aug 5 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-08-05T18:09:00-04:00","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":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I was not doing payroll at that time","hardtoparticipateevents":"No","mini_nps":"5","age_range":"18 to 30 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","paid_thru":"2027-02-28","new_member_date_2":"2026-03-30","temp_do_id_for_auto_old_do_id":"L25C06583","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-03-30","pcl_status":"P","pcl_completion_date":"2022-02-06","pf1_status":"P","pf1_completion_date":"2022-05-01","pf2_status":"P","pf2_completion_date":"2023-01-19","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"taylorlthompson@hotmail.com","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-02-26","cert_status":"ACTIVE","date_of_renewal_identification":"2026-03-31","old_int_code":"1","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","pcp_we":"APPROVED","cpa_certification":"PCP"}},"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, TMAI","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":"15","blocnote":"may 20 2025 vm  Aug 12 20256 vm\n2026 May 08 call reached voicemail after gatekeeper interaction, no renewal discussion.\n2026 May 08 call started, agent introduced herself and mentioned lapsed membership, call ended abruptly","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:44-04:00","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":"15","phone_2":"5195048499","last_act_type":"2022-01-03","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","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T13:21:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Fraser and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about it. The call was very brief and ended abruptly without further conversation or survey questions.","aitm_callsummarytitle":"Brief introduction, call ended abruptly","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was unavailable and voicemail was reached, no renewal discussion occurred.","initialvalue":"Other","othermemberbenefit":"No information provided due to voicemail.","astotherreasonsnottorenew":"No conversation about renewal or reasons not to renew took place due to voicemail.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_be0212a0b57dcdb9723c51108f0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_be0212a0b57dcdb9723c51108f0","old_int_code":"6","number_of_calls_reached":"1"}},"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":"2023-05-01","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"9792","email":"sandy.hu@e-sonic.com","first_name":"Sandy","last_name":"Hu","phone":"9054703015","orgname":"Electro Sonic","customer_acct_name":"Electro Sonic","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Sandy Hu","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-06-25","domain_1":"e-sonic.com","lapsed_expiration_date":"2022-08-03","individual_id":"302563","area_code":"905","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25O01665","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"May 21 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 6 2025 She said the main payroll is in the U.S so they did not renew","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T11:17:00-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"LB2507074","temp_intcode_for_auto_old_int_code":"21","organization_id":"302562","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","phone_2":"455687125","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507074","npi_email_temp":"sandy.hu@e-sonic.com","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30059","email":"ckaman@emilanderson.ca","first_name":"Colleen","last_name":"Kaman-Newton","phone":"2508627049","orgname":"Emil Anderson Group","customer_acct_name":"Emil Anderson Group","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST0694","full_name":"Colleen Kaman-Newton","members_type":"AST","city_1":"West Kelowna","province":"BC","language":"English","phone_2":"2504692459","lead_status":"Renewed APX","new_member_date_2":"2023-04-06","pipeline_2_members_only_ast":"Pre-membership expiration","sendpreexpirationemail":"2025-03-24T13:30:00-04:00","blocnote":"May 4 2026 vm  May 6 2026 vm\r\nMay 12 2026 vm   May 15 2026 vm\r\nMay 25 2026 vm, June 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T17:12:00-04:00","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":"132990","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"3","area_code":"250","time_zone":"5","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"3","cert_status":"WITHDRAWN","pds_july":"3","paid_thru":"2026-03-31","old_int_code":"2","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","last_engaged_date":"2025-10-01","member_september":"3","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST0694","temp_intcode_for_auto_old_int_code":"06","pds_september":"3","last_infoline_date_type":"2024-06-06","last_act_type":"2025-04-02","telemarketing_call_date":"2025-10-23","pcl_status":"P","pcl_completion_date":"2008-12-08","pf1_status":"P","pf1_completion_date":"2009-06-23","pf2_status":"P","pf2_completion_date":"2010-01-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-08-22","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:39-05:00","pds_november":"3","npi_email_temp":"ckaman@emilanderson.ca","apx_entered_date":"2026-02-14","pcl_completion_date_5":"2013-12-08","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31"}},"seriesid":"163"}
{"contact":{"id":"33504","email":"amoffatt@berezan.ca","first_name":"Amber","last_name":"Moffatt","phone":"6044555006","orgname":"Berezan Hospitality Group","customer_acct_name":"Berezan Hospitality Group","tags":"WR250604, TMAI, recall pro","ip4":"127.0.0.1","fields":{"individual_id":"127231","full_name":"Amber Moffatt, PLP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2008-02-20","city_1":"Langley","time_zone":"5","province":"BC","language":"English","phone_2":"6045397234","pipeline_1_lapsed_members":"Renewed lapsed","cpa_certification":"CPM","intcode":"99","blocnote":"16 April 2025 VM\r\n28 April 2025 VM\r\n04 September 2025 VM\n2026 May 12 call reached voicemail, no contact made\n2026-05-12 Dial no answer, phone: +16045397234\n2026 May 14 - reached voicemail, no message left\n2026-05-14 Dial no answer, phone: +16045397234\n2026 May 19 call reached voicemail, no contact made\n2026-05-19 Dial no answer, phone: +16045397234\n2026 May 21 call reached voicemail, no contact made\n2026-05-21 Dial no answer, phone: +16045397234","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"2026-05-27","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:12-04:00","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25P03043","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","old_int_code":"05","last_infoline_date_type":"2022-07-09","last_act_type":"2026-05-25","pcl_status":"P","pcl_completion_date":"2008-05-23","pf1_status":"P","pf1_completion_date":"2008-11-11","pf2_status":"P","pf2_completion_date":"2009-03-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-02-10","number_of_passed_courses":"4","trc":"False","wera":"False","old_do_id":"LB2504273","npi_email_temp":"amoffatt@berezan.ca","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-02","pcl_completion_date_5":"2013-05-23","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","thewithdrawaldate":"2026-04-02","aitm_status_called":"2026-05-21T12:52:05-04:00","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","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_e3f1272b5b9efa21e065e62d62b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e3f1272b5b9efa21e065e62d62b","onesentencenotrenewed":"Contact was not reached (voicemail).","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact not reached; no reason provided.","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"16018","email":"kmattice@logisense.com","first_name":"Krista","last_name":"Mattice","phone":"5192490508","orgname":"Logisense Corp.","customer_acct_name":"Logisense Corp.","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Krista Mattice","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-02-09","domain_1":"logisense.com","attended_webinar":"Yes","lapsed_expiration_date":"2023-02-02","do_id":"L25O00142","individual_id":"279255","time_zone":"2","area_code":"519","region":"CDN","last_engaged_date":"2024-12-16","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-03-24T12:02:24-04:00","blocnote":"Jan 8 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 27 February 2025 VM\n 28 February 2025 VM\n 24 March 2025 VM","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00142","temp_intcode_for_auto_old_int_code":"6","organization_id":"279253","phone_2":"5194966722","last_act_type":"2023-01-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kmattice@logisense.com","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9774","email":"tawfiqul_alam@yahoo.com","first_name":"K","last_name":"Alam","phone":"4168809960","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":"L25C06647","full_name":"K M Tawfiqul Alam","language":"English","origin":"Lapsed Spring 2024","individual_id":"305210","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503620","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4168809960","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 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-04-22T15:01:00-04:00","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","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"Yes","npichallengesspecify":"he found it pointless because when he applied for a job they didn't ask for it, they asked for experience mostly","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"he was expecting to find a job","careerchange":"Yes","careerchangespecify":"couldn't find a job in payroll","hardtoparticipateevents":"No","mini_nps":"2","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","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2023-08-31","new_member_date_2":"2021-09-15","temp_do_id_for_auto_old_do_id":"L25C06647","temp_intcode_for_auto_old_int_code":"1","last_infoline_date_type":"2022-11-10","last_act_type":"2022-09-11","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2022-05-12","pf2_status":"P","pf2_completion_date":"2022-09-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-11-09","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"tawfiqul_alam@yahoo.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2022-06-30","company_paid_thru":"2022-06-30","corp_cancel_date":"2022-06-06","company_status":"I"}},"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","latest_paid_thru":"2023-08-31"}},"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","npi_email_temp":"sauga1994@gmail.com","pcl_completion_date_5":"2027-12-18","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"8971","email":"shwetajoshi2228@gmail.com","first_name":"Shweta","last_name":"Joshi","phone":"2267550832","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":"LB2503784","full_name":"Shweta Nisarg Joshi","language":"English","origin":"Lapsed Spring 2024","individual_id":"319816","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001947","members_type":"CAND","province":"ON","area_code":"226","time_zone":"2","phone_2":"2267550832","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"11 March 2025 VM\r\n19 March 2025 Number discontinued","dhmsfin_telemarketing_last_contacted_date":"2025-03-19T09:33:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2024-02-03","paid_thru":"2023-11-30","new_member_date_2":"2022-12-20","temp_do_id_for_auto_old_do_id":"LB2503784","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2023-04-02","pf1_status":"F","pf1_completion_date":"2023-08-17","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"shwetajoshi2228@gmail.com","pcl_completion_date_5":"2028-04-02","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"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":"2021-08-09","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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"9808","email":"daoudarsanious@gmail.com","first_name":"Arsanious","last_name":"Daoud","phone":"5147576127","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":"L25C07223","full_name":"Arsanious Daoud","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"288716","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503153","members_type":"CAND","province":"QC","area_code":"514","time_zone":"2","phone_2":"5147576127","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","intcode":"06","blocnote":"Mar 13 2025 vm  Mar 26 2025 vm  Mar 31 2025 vm\r\nApr 3 2025 vm  APr 10 2025 vm  May 5 2025 vm\r\nAug 6 2025 vm\r\nLN Oct 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T12:00:00-04:00","paid_thru":"2022-04-30","new_member_date_2":"2020-05-20","temp_do_id_for_auto_old_do_id":"L25C07223","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-05-03","pcl_status":"P","pcl_completion_date":"2020-08-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"daoudarsanious@gmail.com","pcl_completion_date_5":"2025-08-30","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"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":"15","canceldate":"2025-05-02","paid_thru":"2025-02-28","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:45-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"05","temp_do_id_for_auto_old_do_id":"L25A01647","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-07-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vvkomarova@gmail.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:21:42-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","blocnote":"2026-05-08 Dial no answer, phone: +15817773338\n2026 May 08 call ended with inaudible user responses and no clear conversation","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_602cd38acd618bda5dd6f95d2b8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_602cd38acd618bda5dd6f95d2b8","npi_transcriptsummary":"The agent repeatedly attempted to confirm the identity of Viktoriia and introduce the call on behalf of the National Payroll Institute, but the user's responses were inaudible throughout the call. The call ended without a clear conversation or task completion.","aitm_callsummarytitle":"Unsuccessful call due to inaudible user","notrenewedwanttorenew":"No","mini_nps":"3","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes"}},"seriesid":"163"}
{"contact":{"id":"30567","email":"dsessions@zubicks.com","first_name":"Donna","last_name":"Sessions","phone":"5194515470","orgname":"John Zubick Ltd","customer_acct_name":"John Zubick Ltd","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"17368","members_type":"CORP","do_id":"L25O00601","coidnewmbrdate":"1994-12-01","city_1":"London","province":"ON","extension_phone_1":"44","phone_2":"2263084000","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"519","time_zone":"2","blocnote":"April 28 2025 Survey completed not renewing. She said she and the controller did not uses enough.","dhmsfin_telemarketing_last_contacted_date":"2025-04-28T15:41:00-04:00","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":"Yes","npivaluenotdeliveredspecify":"We did not use the membership as much as we thought we would.","careerchange":"Yes","careerchangespecify":"I will be retiring soon.","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"It was a time factor issue.","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":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00601","temp_intcode_for_auto_old_int_code":"1","cert_status":"WITHDRAWN_CPE","organization_id":"9878","cpa_certification":"CPM","language":"English","pds_august":"19","full_name":"Donna Sessions","pds_september":"19","last_conf_date_type":"2020-06-17","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"19","trc":"False","wera":"False","pds_november":"19","npi_email_temp":"dsessions@zubicks.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8986","email":"gerile1228@gmail.com","first_name":"N\/a","last_name":"Gerile","phone":"6042912800","orgname":"Para Space Landscaping Inc.","customer_acct_name":"Para Space Landscaping Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06370","full_name":"N\/a Gerile","language":"English","origin":"Lapsed Spring 2024","individual_id":"296935","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502572","time_zone":"5","province":"BC","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"10 March 2025 She didn't believe I am from NPI - she wanted an e-mail to proof\r\nJune 23 2025 vm  June 25 2025 only by email","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T12:43:00-04:00","notrenewedwanttorenew":"Yes","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2021-01-20","temp_do_id_for_auto_old_do_id":"L25C06370","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2024-02-15","last_act_type":"2024-02-15","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2021-08-29","pf2_status":"P","pf2_completion_date":"2022-01-30","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"gerile1228@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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, TMAI, recall pro","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\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached full voicemail, no contact made\n2026 May 21 call reached voicemail.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:07-04:00","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":"2025-02-06","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":"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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-21T10:52:06-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_65099d2f5597de6df36bfe20399","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_65099d2f5597de6df36bfe20399","mini_nps":"3","number_of_total_call_attempts":"7"}},"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":"CAND","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\n2026 May 20 contact wants to renew and sent the email - NPI# 31417\n2026 May 21 contact requested callback in 20 minutes\n2026 May 21 call ended after contact said Gil not available, no callback time given\n2026 May 21 contact not found for Gil Testprofile\n2026 May 21 call ended early, contact not available\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact with Gil\n2026 May 21 callback scheduled for 15:53\n2026 May 21 contact not available, no callback time provided\n2026 May 21 call ended early, contact not available\n2026 May 22 contact forgot to renew and accepted renewal email\n2026 May 22 contact forgot to renew, requested renewal email sent to payam@directobjective.ca\n2026 May 22 contact unaware of lapsed membership, provided NPI ID 1234, email confirmed\n2026 May 22 contact unaware of lapsed membership, provided NPI ID 1234, issue forwarded for follow-up\n2026 May 22 contact unaware of lapsed membership, provided membership ID 1234, email confirmed, issue forwarded for follow-up\n2026 May 22 contact unaware of lapsed membership, answered 3 survey questions - no NPI ID provided\n2026 May 22 contact not happy with service but agreed to renew and email sent - NPI# 31417\n2026 May 22 contact declined renewal emails and associate membership details\n2026 May 22 contact declined renewal due to retirement\n2026 May 22 contact declined renewal due to job change to HR\n2026 May 25 contact wants to renew and asked about designation and courses passed\n2026 May 25 contact asked about designation steps and confirmed passing PF1 and PF2\n2026 May 25 contact asked about designation process, agent explained steps and offered to send email\n2026 May 25 contact declined renewal initially but then showed interest and was sent renewal email - NPI# 31417\n2026 May 25 brief call informing about lapsed Student membership and course requirements.\n2026 May 25 contact spoke about staying current and rated satisfaction 3\n2026 May 25 contact does not want to renew membership but interested in PCP designation and sent the email - NPI# 31417\n2026 May 25 contact declined renewal but interested in procedure and designation, email sent - NPI# 31417\n2026 May 25 contact declined renewal due to employer not sponsoring but agreed to self-sponsor and was sent renewal email - NPI# 31417\n2026 May 25 contact initially declined renewal due to paternity leave but agreed after explanation; email sent - NPI# 31417","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:24:27-04:00","pipeline_2_members_only_ast":"","unsub_reason":"","unsub_reason_fr":"","date_of_renewal_identification":"","onesentencenotrenewed":"I'm on paternity leave.","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":"Yes","npichallenges":"","npichallengesspecify":"","expectationsnotmet":"","expectationsnotmetspecify":"","membershipcost":"","membershipcostspecify":"","npivaluenotdelivered":"","npivaluenotdeliveredspecify":"","careerchange":"","careerchangespecify":"","hardtoparticipateevents":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"18-30","selfpayrollproficiency":"","notrenewedcpehard":"","notrenewedoutofbusiness":"","notrenewedacquired":"","notrenewedbudget":"","notrenewedoutsourced":"","sendapplicationform":"2026-05-25T15:28:00-04:00","intcode":"02","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":"2026-05-25T15:24:26-04:00","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 agent contacted Gil regarding his lapsed Student membership with the National Payroll Institute. Gil initially declined to renew due to being on paternity leave but later agreed to renew after the agent explained the benefits. The agent confirmed Gil's email and sent the renewal procedure.","aitm_callsummarytitle":"Successful Renewal Call with Gil","initialvalue":"Career","temp_intcode_for_auto_old_int_code":"02","npi_voicemaildetection":"No","astreasonsnottorenew":"Other","astotherreasonsnottorenew":"Not interested in renewing membership","number_of_calls_reached":"18","old_int_code":"15","pipeline_1_lapsed_members":"Refused Lapsed","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_a1eea54ff618d25027c5d16c53f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a1eea54ff618d25027c5d16c53f","corp_cancel_date":"2025-04-15","concernquestion":"Contact unaware of membership lapse and requested follow-up to verify membership status with NPI ID 1234. Email on record was confirmed.","thewithdrawaldate":"2025-04-15","thewithdrawaldate_3_years":"2025-04-15","npi_call_back_date_and_time":"2026-05-21T15:53:00-04:00","npi_call_back_time_hour":"15","npi_call_back_time_minute":"53","prootherreasonsnottorenew":"I'm on paternity leave.","pcl_status":"P","pcl_completion_date":"2023-02-11","pcl_completion_date_5":"2028-02-11","canceldate":"2024-02-02","pf1_status":"P","pf1_completion_date":"2024-02-11","pf2_status":"","pf2_completion_date":"","number_of_total_call_attempts":"6"}},"seriesid":"163"}
{"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"127963","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"12","area_code":"902","time_zone":"1","intcode":"06","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:22:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"99","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":"06","pds_september":"12","last_infoline_date_type":"2025-02-21","last_act_type":"2026-02-04","telemarketing_call_date":"2026-05-01","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","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","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"31055","email":"cindyliu321@gmail.com","first_name":"Hui","last_name":"Liu","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"individual_id":"285077","full_name":"Hui Jun Liu","members_type":"PRO","do_id":"L25P00267","city_1":"Scarborough","province":"ON","language":"English","phone_2":"4168188742","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2020-01-23","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"07","blocnote":"30 May 2025 No answer\n2026-05-15 dial busy, phone:  +14168188742\n2026-05-19 dial busy, phone:  +14168188742\n2026-05-21 dial busy, phone:  +14168188742","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:08-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00267","temp_intcode_for_auto_old_int_code":"07","last_act_type":"2025-02-06","pcl_status":"P","pcl_completion_date":"2020-04-19","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":"2023-05-10","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"cindyliu321@gmail.com","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-21T10:52:04-04:00","number_of_call_attempts":"7","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"6","retell_call_status":"not_connected","session_id":"call_7037c94ebb76dbb5117e518c722","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7037c94ebb76dbb5117e518c722","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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","latest_paid_thru":"2026-05-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"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":"2027-04-30","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":"2026-04-30","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\/2027","latest_paid_thru":"2027-04-30"}},"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","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"30536","email":"dummy8@dummy.com","first_name":"Dummy","last_name":"8","phone":"5149922574","orgname":"","customer_acct_name":"","tags":"dummy","ip4":"127.0.0.1","fields":{"intcode":"8","blocnote":"18 March 2025 VM  Apr 4 2025 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-04-04T10:44:00-04:00","time_zone":"2","area_code":"514","notrenewedother":"Phone cannot be recovered","lead_status":"Not Relevant","temp_intcode_for_auto_old_int_code":"8","do_id":"LB2505030","temp_do_id_for_auto_old_do_id":"LB2505030","npi_email_temp":"dummy8@dummy.com"}},"seriesid":"163"}
{"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":"260522 Lapsed DEL","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":"LB2505922","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","npi_email_temp":"kondoakiyo@gmail.com","pcl_completion_date_5":"2014-08-04","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","do_id":"","company_status":"A"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25A00083","time_zone":"4","members_type":"AST","new_member_date_2":"2020-07-27","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-02-02","no_email_solicitation":"FALSE","intcode":"01","blocnote":"may 20 2025 vm  Aug 12 2025 vm\r\nLN Nov 3 2025 not in.\n2026 May 08 contact not interested in changes, call ended politely","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:48-04:00","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":"01","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","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Isabel but spoke with Cassie who indicated they were not interested in making any changes. The call ended politely without further discussion or renewal intent.","aitm_callsummarytitle":"Contact not interested in renewal","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"Not interested in changing anything.","initialvalue":"Other","othermemberbenefit":"Not specified","old_int_code":"6","astotherreasonsnottorenew":"Not interested in changing anything.","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","session_id":"call_c8f4efeee54df2c90908565bc04","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c8f4efeee54df2c90908565bc04","number_of_calls_reached":"1"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"2026-05-08T13:04:00-04:00","blocnote":"May 8 2026 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":"2026-03-02","last_act_type":"2026-03-02","telemarketing_call_date":"2026-05-08","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","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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"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":"2022-07-06","last_act_type":"2023-08-05","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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-01","company_status":"I"}},"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":"2022-11-03","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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"30971","email":"clara.pfeifer3@gmail.com","first_name":"Clara","last_name":"Pfeifer","phone":"3068919206","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"individual_id":"333166","full_name":"Clara Pfeifer","members_type":"CAND","city_1":"Milestone","province":"SK","language":"English","phone_2":"3068919206","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2024-01-17","time_zone":"3","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C00365","last_act_type":"2026-01-22","pcl_status":"P","pcl_completion_date":"2024-05-06","pf1_status":"P","pf1_completion_date":"2025-05-24","number_of_passed_courses":"3","intcode":"99","blocnote":"Nov 4 2025 vm\r\nLNC Dec 11 2025 vm\r\nLNC Dec 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:45:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","npi_email_temp":"clara.pfeifer3@gmail.com","date_of_renewal_identification":"2026-01-23","old_int_code":"06","pf2_status":"P","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","pf2_completion_date":"2026-05-13"}},"seriesid":"163"}
{"contact":{"id":"10922","email":"fallon@town.woodstock.nb.ca","first_name":"Fallon","last_name":"Lappage","phone":"5063254585","orgname":"Town of Woodstock","customer_acct_name":"Town of Woodstock","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01534","full_name":"Fallon Lappage","language":"English","origin":"Lapsed Spring 2024","domain_1":"town.woodstock.nb.ca","individual_id":"217797","area_code":"506","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502525","time_zone":"1","province":"NB","members_type":"CORP","phone_2":"5063245404","pipeline_1_lapsed_members":"Lapsed Members","intcode":"05","blocnote":"18 March 2025 VM\r\n01 April 2025 VM  Apr 7 2025 vm\r\nApr 30 2025 vm  AUg 6 2025 vm\r\nLN Oct 9 2025 1st number out of service , 2nd number no answer","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T10:45:00-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25O01534","temp_intcode_for_auto_old_int_code":"05","organization_id":"109327","pds_august":"1","pds_september":"1","last_infoline_date_type":"2021-08-26","last_act_type":"2023-11-22","old_int_code":"6","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"fallon@town.woodstock.nb.ca","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9040","email":"hamed.chowdhury@gmail.com","first_name":"Mohammad","last_name":"Chowdhury","phone":"8889949060","orgname":"Incorpmaster Canada Inc.","customer_acct_name":"Incorpmaster Canada Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07493","province":"AB","extension_phone_1":"1009","full_name":"Mohammad Chowdhury","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"266091","area_code":"888","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500816","time_zone":"2","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":"L25C07493","phone_2":"9023229496","last_act_type":"2021-06-04","pcl_status":"P","pcl_completion_date":"2019-03-03","pf1_status":"F","pf1_completion_date":"2021-03-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-09","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"hamed.chowdhury@gmail.com","pcl_completion_date_5":"2024-03-03","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"seriesid":"163"}
{"contact":{"id":"9785","email":"barrrw1@rcdsb.on.ca","first_name":"Richard","last_name":"Barr","phone":"6137350151","orgname":"Renfrew County District School Board","customer_acct_name":"Renfrew County District School Board","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A00093","province":"ON","full_name":"Richard Barr","language":"English","origin":"2023 lapsed Members","domain_1":"rcdsb.on.ca","lapsed_expiration_date":"2022-07-05","individual_id":"301191","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00374","time_zone":"2","members_type":"AST","new_member_date_2":"2021-05-13","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-07-05","no_email_solicitation":"FALSE","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:04-04:00","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 Sending Organization membership - he will check with his supervisor for the approval - The lady in payroll who is on maternity leave already have the membership\n 28 February 2025 VM\n2026 May 08 contact Richard Barr answered and started survey","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25A00093","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2021-12-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"barrrw1@rcdsb.on.ca","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:04-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent successfully reached Richard Barr at the Redford County District School Board and introduced the purpose of the call regarding his lapsed Associate membership with the National Payroll Institute. Richard agreed to answer questions about his membership experience, and the agent began the survey by asking the first question about the initial value of membership.","aitm_callsummarytitle":"Successful contact with Richard Barr, started membership survey","notrenewedwanttorenew":"No","mini_nps":"5","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_2e2591146beec76cf5fe43b8c4d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2e2591146beec76cf5fe43b8c4d","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"9004","email":"gina.piccolo@tandemexpansion.com","first_name":"Gina","last_name":"Piccolo","phone":"5145108912","orgname":"Tandem Expansion Management Inc.","customer_acct_name":"Tandem Expansion Management 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":"L25O01435","full_name":"Gina Piccolo, CPA","language":"English","origin":"Lapsed Spring 2024","domain_1":"tandemexpansion.com","individual_id":"40432","area_code":"514","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502532","time_zone":"2","province":"QC","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"11 March 2025 VM\r\n19 March 2025 VM\r\n01 April 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-04-01T16:33:00-04:00","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 was offered","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":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01435","temp_intcode_for_auto_old_int_code":"1","organization_id":"211877","pds_august":"1","pds_september":"1","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"gina.piccolo@tandemexpansion.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29497","email":"beauregardjo@videotron.ca","first_name":"Johanne","last_name":"Beauregard","phone":"","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02735","full_name":"Johanne Beauregard","members_type":"AST","city_1":"Montr\u00e9al-Nord","province":"QC","language":"French","phone_2":"5143282880","lead_status":"Lapsed Member","new_member_date_2":"2021-10-21","pipeline_2_members_only_ast":"","individual_id":"32972","no_email_solicitation":"False","pds_march":"21","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"21","sendjulyemail":"2025-07-22T14:19:00-04:00","blocnote":"px.27 oct 2025 bv\r\n28 oct 2025 ne fait plus partit de linp et se trouve a \u00eatre sans emploie","sendmayemail":"2025-07-22T14:19:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:34-04:00","full_name_2":" ","pds_july":"21","paid_thru":"2025-09-30","old_int_code":"12","pds_august":"21","temp_do_id_for_auto_old_do_id":"L25A02735","temp_intcode_for_auto_old_int_code":"99","pds_september":"21","last_infoline_date_type":"2022-03-11","last_act_type":"2024-09-26","sendapplicationform":"2025-10-28T10:18:00-04:00","mini_nps":"","onesentencenotrenewed":"","testimonial":"","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":"21","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-28","trc":"False","wera":"False","canceldate":"2025-12-02","pds_november":"21","old_do_id":"AST0104","npi_email_temp":"beauregardjo@videotron.ca","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:34-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1"}},"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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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":{"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":"2025-02-10","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","latest_paid_thru":"2023-11-30"}},"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","latest_paid_thru":"2025-05-31"}},"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, TMAI","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":"15","blocnote":"30 May 2025 VM\r\n11 September 2025 Survey completed\n2026 May 15 - Contact confirmed initial value: Gaining payroll designation; call ended by contact who asked if agent was real.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T09:30:05-04:00","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":"No","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":"15","pds_august":"6","pds_september":"6","last_infoline_date_type":"2024-03-04","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","latest_paid_thru":"2025-04-30","thewithdrawaldate":"2025-04-17","aitm_status_called":"2026-05-15T09:30:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent confirmed Christine and recorded that she joined for gaining a payroll designation; the user questioned whether the agent was a real person and terminated the call abruptly without completing the survey.","aitm_callsummarytitle":"Contact questioned agent authenticity and hung up","initialvalue":"Designation","old_int_code":"1","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_e288856c202378547622e53d648","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e288856c202378547622e53d648","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8921","email":"rchelreotiras@gmail.com","first_name":"Richelle","last_name":"Reotiras","phone":"5874352617","orgname":"East-West College","customer_acct_name":"East-West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07197","province":"AB","full_name":"Richelle Reotiras","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"300793","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500151","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":"L25C07197","phone_2":"4035859339","last_act_type":"2021-01-05","pcl_status":"P","pcl_completion_date":"2021-07-26","pf1_status":"P","pf1_completion_date":"2021-10-24","pf2_status":"P","pf2_completion_date":"2022-01-02","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"rchelreotiras@gmail.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"29009","email":"mgoldstraw33@gmail.com","first_name":"Meaghan","last_name":"Goldstraw","phone":"2894265670","orgname":"Max Aicher (North America) Ltd.","customer_acct_name":"Max Aicher (North America) Ltd.","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Meaghan Goldstraw, PCP,Honours BA","members_type":"PRO","city_1":"Grimsby","province":"ON","language":"English","phone_2":"2269794447","new_member_date_2":"2017-08-25","pipeline_2_members_only_ast":"","individual_id":"255286","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"289","time_zone":"2","intcode":"06","blocnote":"may 15 2025 vm june 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-15T11:15:00-04:00","pipeline_1_lapsed_members":"","old_do_id":"L25P02267","nonactive_reason":"AST->CAND\/PRO","lead_status":"Not Relevant","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2506418","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","extension_phone_1":"5229","last_infoline_date_type":"2025-07-18","last_act_type":"2026-01-21","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-01-26","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":"2018-05-09","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mgoldstraw33@gmail.com","last_engaged_date":"2026-03-12","pcl_completion_date_5":"2023-01-26","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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","latest_paid_thru":"2023-09-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"223201","no_email_solicitation":"False","pds_march":"7","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T10:06:00-04:00","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":"2026-02-25","last_act_type":"2026-10-03","telemarketing_call_date":"2026-05-04","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","latest_paid_thru":"2027-04-30"}},"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":{"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","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"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, AI Contacts sent to TM 2026, 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":"Pre-membership expiration","individual_id":"17741","canceldate":"2023-06-02","no_email_solicitation":"False","area_code":"204","time_zone":"3","intcode":"06","blocnote":"June 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T11:40:00-04:00","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":"2024-01-08","last_act_type":"2025-06-19","telemarketing_call_date":"2026-05-08","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","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16"}},"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","latest_paid_thru":"2023-02-28"}},"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","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":"2026-01-23","company_paid_thru":"2027-03-31","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","old_do_id":"L25P00269","npi_email_temp":"hooda.azim@gmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"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":"False","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","latest_paid_thru":"2025-12-31"}},"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":"260522 Lapsed DEL","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":"LB2507478","last_act_type":"2025-03-18","company_paid_thru":"2027-01-31","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","npi_email_temp":"theresa.henry.th@gmail.com","pcl_completion_date_5":"2022-07-30","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"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":"2025-01-07","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"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":"260522 Lapsed DEL","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":"LB2507657","old_int_code":"6","last_infoline_date_type":"2026-04-21","last_act_type":"2026-04-21","company_paid_thru":"2026-12-31","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","npi_email_temp":"warnikaa@gmail.com","pcl_completion_date_5":"2024-08-16","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"9031","email":"mendesjamie@rocketmail.com","first_name":"Jamie","last_name":"Mendes","phone":"5195737473","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":"L25C06788","full_name":"Jamie Mendes","language":"English","origin":"2023 lapsed Members","domain_1":"rocketmail.com","lapsed_expiration_date":"2023-03-02","individual_id":"306035","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503310","members_type":"CAND","province":"ON","area_code":"519","time_zone":"2","phone_2":"5195737473","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T08:57:00-05:00","canceldate":"2023-03-02","intcode":"06","paid_thru":"2022-12-31","new_member_date_2":"2021-11-02","temp_do_id_for_auto_old_do_id":"L25C06788","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-02-11","pcl_status":"F","pcl_completion_date":"2022-02-06","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"16","trc":"False","wera":"False","npi_email_temp":"mendesjamie@rocketmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"May 4 2026 vm  May 6 2026 vm\r\nMay 12 2026 vm  May 15 2026 vm\r\nMay 25 2026 vm, June 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T17:10:00-04:00","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":"2018-01-06","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":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"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":"Pre-membership expiration","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","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16"}},"seriesid":"163"}
{"contact":{"id":"9740","email":"nardyv1@gmail.com","first_name":"Laura","last_name":"Vasilescu","phone":"9055521883","orgname":"","customer_acct_name":"","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":"L25A02214","full_name":"Laura Vasilescu","language":"English","origin":"Lapsed Spring 2024","individual_id":"107667","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2503882","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":"2006-09-15","no_email_solicitation":"FALSE","pds_march":"1","cert_status":"WITHDRAWN_CPE","intcode":"03","blocnote":"Mar 13 2025 vm  Mar 26 2025 vm\r\nMar 27 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\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 contact not available, call ended quickly\n2026 May 11 call ended early, contact not available\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail or unavailable party, no conversation\n2026 May 13 call reached voicemail, no conversation\n2026 May 15 call reached voicemail, no conversation\n2026 May 15 contact not available, call ended quickly\n2026 May 19 contact not available, call ended quickly\n2026 May 19 voicemail reached, no contact available\n2026 May 21 call reached voicemail or unavailable party, no conversation possible.\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact with intended person\n2026 May 25 contact not available, call ended quickly","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:08-04:00","pds_july":"1","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A02214","temp_intcode_for_auto_old_int_code":"03","pds_august":"1","phone_2":"9055521883","pds_september":"1","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2007-01-02","pf1_status":"P","pf1_completion_date":"2007-05-01","pf2_status":"P","pf2_completion_date":"2007-07-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-06-06","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"nardyv1@gmail.com","pcl_completion_date_5":"2012-01-02","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-25T13:22:05-04:00","number_of_call_attempts":"6","number_of_total_call_attempts":"14","npi_transcriptsummary":"The call was very brief and ended quickly as the contact stated they were not available to talk at the moment. The agent was unable to engage in any meaningful conversation or complete any tasks.","aitm_callsummarytitle":"Contact not available, call ended quickly","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5ed0a8295fc754bdcd2f934817c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5ed0a8295fc754bdcd2f934817c","number_of_calls_reached":"2","mini_nps":"3","onesentencenotrenewed":"Contact was not available to speak.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not available to respond.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"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":"2022-07-04","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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"277976","no_email_solicitation":"False","sendaprilemail":"Yes","sendpreexpirationemail":"2025-04-25T13:00:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-04-30T18:33:00-04:00","blocnote":"April 30 2026 Send email for Assoc.","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":"DNK","temp_do_id_for_auto_old_do_id":"AST0135","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2026-05-14","last_act_type":"2026-05-14","telemarketing_call_date":"2026-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2026-04-30T18:32:38-04:00","npi_email_temp":"jessicablack2@gmail.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","sendaigeneral":"2026-04-30T18:32:00-04:00","sendaiemail":"2026-04-30T18:32:37-04:00","extension_phone_1":"","value_designation":"No"}},"seriesid":"163"}
{"contact":{"id":"31118","email":"ginnettebecker@gmail.com","first_name":"Ginnette","last_name":"Becker","phone":"4033436342","orgname":"Key Agventures Inc","customer_acct_name":"Key Agventures Inc","tags":"npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Ginnette Becker","lead_status":"Lapsed Member","members_type":"AST","city_1":"Red Deer County","province":"AB","phone_2":"4037105184","do_id":"L25A02079","pipeline_2_members_only_ast":"","new_member_date_2":"2018-08-10","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"Sept 9 2025 she doesnt work there anymore\n2026 Mar 04 call disconnected early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T14:23:11-05:00","intcode":"15","language":"English","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"265429","cert_status":"WITHDRAWN_CPE","paid_thru":"2025-07-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","value_help_with_complex":"No","old_int_code":"99","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02079","temp_intcode_for_auto_old_int_code":"15","old_do_id":"AST1646","canceldate":"2025-10-01","last_infoline_date_type":"2023-07-13","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2018-12-02","pf1_status":"P","pf1_completion_date":"2019-05-26","pf2_status":"P","pf2_completion_date":"2019-09-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-05-14","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ginnettebecker@gmail.com","aitm_status_called":"2026-03-04T14:23:11-05:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The call was very brief and disconnected abruptly without completing any conversation or tasks. The agent attempted to confirm the contact's identity but was cut off early. No renewal or survey information was discussed.","aitm_callsummarytitle":"Call disconnected early, no conversation","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","number_of_calls_reached":"1","pcl_completion_date_5":"2023-12-02","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"30178","email":"pchandcpa@gmail.com","first_name":"Parveen","last_name":"Chand","phone":"6046204341","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST0231","full_name":"Parveen Chand","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","phone_2":"6046204341","lead_status":"Member","new_member_date_2":"2022-06-22","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"314234","no_email_solicitation":"False","time_zone":"5","intcode":"02","blocnote":"May 4 2026 completed with renewal ( only sent the email for the webinars)","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T12:42:00-04:00","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":"AST0231","temp_intcode_for_auto_old_int_code":"02","last_infoline_date_type":"2025-08-18","last_act_type":"2025-08-18","telemarketing_call_date":"2025-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:30-05:00","last_engaged_date":"2025-12-01","npi_email_temp":"pchandcpa@gmail.com","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","mini_nps":"4","testimonial":"N\/A","renewal_refusal_reasons":"","old_int_code":"6","sendpreexpirationemail":"2026-05-04T12:42:00-04:00"}},"seriesid":"163"}
{"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":"2026-03-18","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","npi_email_temp":"connie@gc-employment.com","pcl_completion_date_5":"2020-07-06","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"33505","email":"zhrrez@gmail.com","first_name":"Zahra","last_name":"Rezai","phone":"3064916109","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321317","full_name":"Zahra Rezai","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-02-10","city_1":"Victoria","time_zone":"5","province":"BC","language":"English","phone_2":"3064916109","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00503","last_infoline_date_type":"2024-02-11","last_act_type":"2024-02-11","pcl_status":"P","pcl_completion_date":"2024-03-27","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 13 2025 Survey completed She said she will become a member again in the new year.\r\nLNC \/ 16 December 2025 VM\r\nLNC \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T14:26:00-05:00","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":"I stopped taking courses for a year.","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","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"Navigating the website for events.","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"10","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"zhrrez@gmail.com","old_do_id":"L25C00503","pcl_completion_date_5":"2029-03-27","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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, 260522 Lapsed DEL","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":"ACTIVE","old_do_id":"L25A01780","coidnewmbrdate":"2006-10-08","area_code":"905","origin":"Lapsed members","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","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":"2026-05-25","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","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"9735","email":"daniel@bermanassociates.ca","first_name":"Daniel","last_name":"Berman","phone":"4165164949","orgname":"Berman Associates Ltd.","customer_acct_name":"Berman Associates Ltd.","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00411","province":"ON","full_name":"Daniel Berman","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2022-01-12","domain_1":"bermanassociates.ca","lapsed_expiration_date":"2023-03-02","individual_id":"308825","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00819","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"May 21 2025 Daniel is no longer the owner . The new owner is Asaad in a meeting.\r\nAug 6 2025 Not in the office today\r\nLN Oct 2 2025 Assad is not in the office at the moment call back","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T11:36:00-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00411","temp_intcode_for_auto_old_int_code":"10","organization_id":"308826","last_act_type":"2023-02-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"daniel@bermanassociates.ca","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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","npi_email_temp":"mirandakas9@gmail.com","pcl_completion_date_5":"2025-10-04","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"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":"2022-05-02","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","latest_paid_thru":"2023-01-31"}},"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, TMAI","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":"15","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\n2026 May 15 call to Weronika at Cross Cultural Learning Center; contact not available, offered Kelly but agent requested Weronika; call ended without renewal discussion.\n2026 May 19 call started, user asked to hold line, call ended shortly after","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:11:59-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00251","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2021-05-01","last_act_type":"2025-02-06","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-19T11:11:59-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called and asked to speak with Weronika. The user responded and asked to hold the line, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call ended after brief hold request","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_06a6c06b7cd42645fa9da37b403","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_06a6c06b7cd42645fa9da37b403","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"33581","email":"sahdrat@gmail.com","first_name":"Taranjit","last_name":"Sahdra","phone":"6479968785","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"214090","full_name":"Taranjit Sahdra","members_type":"PRO","do_id":"L25P00362","lead_status":"Lapsed Member","new_member_date_2":"2020-02-24","city_1":"Mississauga","time_zone":"2","province":"ON","language":"English","phone_2":"6479968785","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","blocnote":"30 May 2025 she wanted to renew but the NPI didn't make the requirements easy for her\n2026 May 25 call reached voicemail.\n2026 May 25 contact unaware of membership lapse, escalated for follow-up, sent application email\n","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:11-04:00","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":"Yes","membershipcostspecify":"her employer is no longer paying","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"because she didn't need the resources","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"02","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25P00362","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2025-01-07","pcl_status":"P","pcl_completion_date":"2013-08-12","pf1_status":"P","pf1_completion_date":"2013-12-02","pf2_status":"P","pf2_completion_date":"2014-12-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-09-16","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"sahdrat@gmail.com","pcl_completion_date_5":"2018-08-12","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","thewithdrawaldate":"2025-04-02","aitm_status_called":"2026-05-25T12:37:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Taranjit regarding a recently lapsed Professional membership. Taranjit was unaware of the lapse and did not have confirmation of the membership status. The agent escalated the issue for further review by the appropriate team.","aitm_callsummarytitle":"Membership Lapse Inquiry and Escalation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"22","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a5f1e8c65b26cc1b8d6dbf1e200","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a5f1e8c65b26cc1b8d6dbf1e200","number_of_total_call_attempts":"2","onesentencenotrenewed":"User was unaware of the membership lapse and did not confirm renewal intent.","initialvalue":"Other","othermemberbenefit":"Uncertain about membership status","prootherreasonsnottorenew":"User was unaware of the membership lapse and uncertain about membership status.","concernquestion":"Since I want to make sure you get the correct information, I\u2019ll forward this to the right person or team for follow-up, either by phone or email. OK?","number_of_calls_reached":"1","sendapplicationform":"2026-05-25T15:15:00-04:00","thewithdrawaldate_3_years":"2028-04-02","last_engaged_date":"2026-05-26"}},"seriesid":"163"}
{"contact":{"id":"9754","email":"vahiny_94@hotmail.com","first_name":"Vahiny","last_name":"Mahendran","phone":"6474599967","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":"L25C07149","full_name":"Vahiny Mahendran","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"302334","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503467","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6474599967","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","intcode":"06","blocnote":"Mar 13 2025 vm  Marr 26 2025 vm  Mar 27 2025 vm\r\nApr 1 2025 vm  Apr 4 2025 mv  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":"2022-05-31","new_member_date_2":"2021-06-17","temp_do_id_for_auto_old_do_id":"L25C07149","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-06-17","pcl_status":"F","pcl_completion_date":"2021-10-10","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"vahiny_94@hotmail.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"28995","email":"chelsea.shames@gmail.com","first_name":"Chelsea","last_name":"Shames","phone":"9058181542","orgname":"Iovate Health Sciences","customer_acct_name":"Iovate Health Sciences","tags":"250205 AST Members, inPipeline2, fixTelemarketingMay","ip4":"127.0.0.1","fields":{"full_name":"Chelsea Shames, PCP","members_type":"PRO","city_1":"Hamilton","province":"ON","language":"English","phone_2":"9058181542","new_member_date_2":"2024-06-28","pipeline_2_members_only_ast":"","individual_id":"327656","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"3","intcode":"11","blocnote":"june 2 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-15T11:00:00-04:00","pipeline_1_lapsed_members":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","value_designation":"Yes","old_int_code":"2","nonactive_reason":"AST->CAND\/PRO","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05902","lead_status":"Not Relevant","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2504728","temp_intcode_for_auto_old_int_code":"11","cert_status":"ACTIVE","last_infoline_date_type":"2026-02-03","last_act_type":"2026-02-03","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":"2024-01-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-06-28","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"chelsea.shames@gmail.com","pcl_completion_date_5":"2028-09-22","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30"}},"seriesid":"163"}
{"contact":{"id":"30312","email":"r.seguin@axiaservices.com","first_name":"Roxanne","last_name":"S\u00e9guin","phone":"4507054353","orgname":"Axia Services","customer_acct_name":"Axia Services","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00076","individual_id":"280918","full_name":"Roxanne S\u00e9guin","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-08-13T10:55:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T11:04:00-04:00","blocnote":"13 aout 2025 envoyer demande de renouvellent 2 fois.cliente voulait renouveler mais na pas obtenu de laide desirer de la part de l'institue","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":"No","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"02","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00076","temp_intcode_for_auto_old_int_code":"2","province":"QC","organization_id":"163068","last_infoline_date_type":"2023-03-02","last_act_type":"2023-03-02","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"r.seguin@axiaservices.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"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, TMAI","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":"15","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\n2026 May 08 call started, brief introduction, call ended early - no survey completed","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","pipeline_2_members_only_ast":"","old_int_code":"6","pds_july":"1","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A02466","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","phone_2":"6049865577","pds_september":"1","last_infoline_date_type":"2018-10-25","last_act_type":"2019-03-10","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","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Nadia and introduced themselves, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. The call was very brief and ended shortly after the introduction without further conversation or survey 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","session_id":"call_32a1004dd0fa47293f8a787db7f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_32a1004dd0fa47293f8a787db7f","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"31045","email":"emilyjesmine@gmail.com","first_name":"Emily","last_name":"Rajamanogaran","phone":"9057898805","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, TMAI","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":"9057897975","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":"0","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\n2026 May 15 no contact named Emily at the number","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T12:14:08-04:00","old_int_code":"08","notrenewednolongerinpayroll":"Yes","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00257","temp_intcode_for_auto_old_int_code":"08","last_act_type":"2025-02-06","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-15T12:14:08-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Emily but was informed that no one by that name was available at the number. The call ended shortly after with no further conversation.","aitm_callsummarytitle":"No Contact Named Emily","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No one by the name of Emily was available to speak.","initialvalue":"Other","prootherreasonsnottorenew":"No contact by the intended person at this number.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6978d5573f49ed7f1ea8cbf4bab","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6978d5573f49ed7f1ea8cbf4bab","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10919","email":"zhancaihong@hotmail.com","first_name":"Caihong","last_name":"Zhan","phone":"2892914000","orgname":"Enjoy Canada Consulting Ltd.","customer_acct_name":"Enjoy Canada Consulting 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":"LB2502423","full_name":"Caihong Zhan","language":"English","origin":"Lapsed Spring 2024","individual_id":"259649","area_code":"289","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001170","time_zone":"2","province":"ON","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","cpa_certification":"PCP","new_member_date_2":"2018-01-26","no_email_solicitation":"FALSE","cert_status":"PENDING","blocnote":"18 March 2025 Couldn't talk - call later\r\n31 March 2025 VM\r\n07 April 2025 VM\r\n11 April 2025 VM\r\n22 April 2025 She couldn't talk but she said she didn't renew because she didn't get her certificate","dhmsfin_telemarketing_last_contacted_date":"2025-04-22T13:44:00-04:00","onesentencenotrenewed":"because she didn't get the certificate","intcode":"21","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"LB2502423","temp_intcode_for_auto_old_int_code":"21","phone_2":"6476798725","last_act_type":"2023-09-02","pcl_status":"P","pcl_completion_date":"2018-05-06","pf1_status":"P","pf1_completion_date":"2018-08-20","pf2_status":"P","pf2_completion_date":"2019-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-05-07","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"zhancaihong@hotmail.com","pcl_completion_date_5":"2023-05-06","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"8930","email":"tania.diotte@apallp.com","first_name":"Tania","last_name":"Diotte","phone":"5067890820","orgname":"Allen, Paquet & Arseneau LLP","customer_acct_name":"Allen, Paquet & Arseneau LLP","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02229","province":"NB","full_name":"Tania Diotte","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-10-17","domain_1":"apallp.com","lapsed_expiration_date":"2022-12-02","individual_id":"281853","area_code":"506","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2500611","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 14 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T15:18:00-05:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O02229","temp_intcode_for_auto_old_int_code":"6","organization_id":"281854.0","last_act_type":"2021-11-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tania.diotte@apallp.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"29004","email":"xoxwu28@gmail.com","first_name":"Melanie","last_name":"Wu","phone":"7782318828","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Melanie Wu","members_type":"AST","city_1":"Burnaby","province":"BC","language":"English","phone_2":"7782318828","lead_status":"Refused","new_member_date_2":"2024-03-13","pipeline_2_members_only_ast":"","individual_id":"335342","no_email_solicitation":"False","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\n12 May 2025 VM\r\n22 May 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 contact declined to discuss membership renewal.\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":"2026-03-11T13:06:46-04:00","area_code":"778","old_do_id":"L25A01677","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"06","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01677","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-12-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"xoxwu28@gmail.com","aitm_status_called":"2026-03-11T13:16:47-04:00","number_of_call_attempts":"4","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately upon connection.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","onesentencenotrenewed":"User declined to discuss membership renewal.","old_int_code":"01","date_of_renewal_identification":"","number_of_calls_reached":"1","number_of_total_call_attempts":"4","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-04-30"}},"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":"2023-02-11","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","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"30176","email":"patknecht@eastlink.ca","first_name":"Patricia","last_name":"Knecht","phone":"4035403059","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0736","full_name":"Patricia Knecht","members_type":"AST","city_1":"Langdon","province":"AB","language":"English","phone_2":"4039368446","lead_status":"Renewed APX","new_member_date_2":"2017-09-28","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"82439","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"3","area_code":"403","time_zone":"4","blocnote":"May 11 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:10:00-04:00","nationalconferenceattend":"Yes","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"3","cert_status":"WITHDRAWN_CPE","old_int_code":"99","pds_july":"3","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST0736","temp_intcode_for_auto_old_int_code":"06","pds_september":"3","last_infoline_date_type":"2022-08-25","last_act_type":"2025-01-10","date_of_renewal_identification":"2025-10-09","telemarketing_call_date":"2026-05-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-04-29","number_of_passed_courses":"1","pds_october":"3","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:30-05:00","pds_november":"3","npi_email_temp":"patknecht@eastlink.ca","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"29947","email":"mitnikdina@gmail.com","first_name":"Dina","last_name":"Mitnik","phone":"4169020502","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":"L25A03005","full_name":"Dina Mitnik","members_type":"AST","city_1":"Newmarket","province":"ON","language":"English","phone_2":"4169020502","lead_status":"Lapsed Member","new_member_date_2":"2011-02-01","pipeline_2_members_only_ast":"","last_engaged_date":"2025-03-27","individual_id":"64272","no_email_solicitation":"False","time_zone":"2","member_april":"1","intcode":"06","blocnote":"Oct 22 2025 vm\n2026 May 08 call reached voicemail - no conversation\n2026 May 08 voicemail reached, no message left\n2026 May 11 call reached voicemail, no message left\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human answer\n2026 May 13 call reached voicemail, no message left\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 voicemail reached, no live contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","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":"L25A03005","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-02-07","last_act_type":"2025-03-01","telemarketing_call_date":"2025-10-22","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:16-05:00","npi_email_temp":"mitnikdina@gmail.com","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST0980","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:40-04:00","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, where a message was left by Dina indicating the call was missed.","aitm_callsummarytitle":"Voicemail reached, no live contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bda77d96710953fe2b1eeef6fba","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bda77d96710953fe2b1eeef6fba"}},"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":"2021-01-12","last_act_type":"2023-12-05","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","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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":"Pre-membership expiration","individual_id":"339609","no_email_solicitation":"False","area_code":"803","time_zone":"2","intcode":"06","blocnote":"June 1 2026 vm","last_engaged_date":"2025-10-01","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T11:37:00-04:00","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":"2025-06-05","last_act_type":"2025-06-05","telemarketing_call_date":"2026-05-08","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","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16"}},"seriesid":"163"}
{"contact":{"id":"33575","email":"hdavis5887@gmail.com","first_name":"Heather","last_name":"Davis","phone":"","orgname":"Canada Cartage","customer_acct_name":"Canada Cartage","tags":"Members from extract, moveToDeleted","ip4":"127.0.0.1","fields":{"individual_id":"14760","full_name":"Heather Davis, PLP,CPP, CBP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2006-06-01","city_1":"Georgetown","time_zone":"2","province":"ON","language":"English","phone_2":"9056915887","pipeline_2_members_only_ast":"","nonactive_reason":"","old_do_id":"L25P00359","date_of_renewal_identification":"2025-05-30","area_code":"905","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"ACTIVE","pds_july":"2","cpa_certification":"CPM","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2505371","pds_august":"2","pds_september":"2","last_infoline_date_type":"2026-03-13","last_conf_date_type":"2021-06-09","last_act_type":"2026-04-05","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","npi_email_temp":"hdavis5887@gmail.com","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"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":"2026-05-04","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","latest_paid_thru":"2024-12-31"}},"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, TMAI","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":"0","blocnote":"May 16 2025 vm\r\nJuly 17 2025 vm\r\nLN Oct 1 2025 vm\n2026 May 08 call reached automated system at CCI Inc., call not transferred","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:44-04:00","organization_id":"232577","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A02166","temp_intcode_for_auto_old_int_code":"08","phone_2":"7807841990","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","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call reached an automated system at CCI Inc. with options for extensions and company information, but the call could not be transferred and ended shortly after.","aitm_callsummarytitle":"Call reached automated system, no transfer","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0746ca7388f598a29551a354e58","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0746ca7388f598a29551a354e58","number_of_calls_reached":"1","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30964","email":"cdumitre19@gmail.com","first_name":"Cristian","last_name":"Dumitrescu","phone":"7806558836","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":"333131","full_name":"Cristian Dumitrescu","members_type":"CAND","do_id":"L25C00361","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7806558836","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-24","time_zone":"3","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00361","last_act_type":"2024-07-05","pcl_status":"P","pcl_completion_date":"2024-05-01","pf1_status":"F","pf1_completion_date":"2024-12-18","number_of_passed_courses":"1","intcode":"01","blocnote":"LNC Nov 13 2025 Survey completed he is unemployed at the moment.","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T12:05:00-05:00","onesentencenotrenewed":"","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","othermemberbenefit":"To find a job.","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"I am not working.","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.","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Native","old_int_code":"10","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"cdumitre19@gmail.com","pcl_completion_date_5":"2029-05-01","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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, TMAI","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":"16","blocnote":"04 June 2025 (Receptionist) Very busy - can't talk - call him later\r\nLN \/ 15 September 2025 VM\n2026 May 08 call reached Westwind School Division, Peter not available, agent declined voicemail and ended call\n2026 May 11 call reached extension but contact unavailable\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail at Westland School Division, no contact with Peter.\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call disconnected quickly, number not in service","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","pds_july":"1","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A00650","temp_intcode_for_auto_old_int_code":"16","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","latest_paid_thru":"2023-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The call was disconnected quickly as the number dialed was not in service, and the user informed the agent of this issue.","aitm_callsummarytitle":"Number Not in Service","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_67292cd94e08340b4952275ddfa","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_67292cd94e08340b4952275ddfa","number_of_calls_reached":"2"}},"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":"15","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":"15","blocnote":"px. 11 nov 2025 bv\r\n185 nov 2025 bv\r\n27 nov 2025 bv\n2026 May 08 call disconnected early, no clear communication with Christiane","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:30-04:00","last_infoline_date_type":"2024-10-21","last_act_type":"2024-10-21","sendpreexpirationemail":"2025-10-27T10:42:00-04:00","mini_nps":"3","onesentencenotrenewed":"Call was disconnected before any renewal discussion could take place.","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":"Call disconnected before member benefit could be discussed.","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","latest_paid_thru":"2025-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:30-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Christiane to discuss the National Payroll Institute membership but was unable to have a clear conversation due to inaudible responses from the user. The call ended without completing the intended interaction or survey.","aitm_callsummarytitle":"Unsuccessful call due to inaudible responses","notrenewedwanttorenew":"No","initialvalue":"Other","old_int_code":"06","astotherreasonsnottorenew":"Call disconnected before reason could be provided.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4a47bee77d5382f8b55ed5f2870","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4a47bee77d5382f8b55ed5f2870"}},"seriesid":"163"}
{"contact":{"id":"9769","email":"sandrakaryan@gmail.com","first_name":"Sandra","last_name":"Dang","phone":"4165143028","orgname":"Simmons Pet Food","customer_acct_name":"Simmons Pet Food","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07260","province":"ON","full_name":"Sandra Dang","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2024-03-01","domain_1":"jackhealth.ca","lapsed_expiration_date":"2022-06-02","individual_id":"300142","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500903","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":"2021-05-25","temp_do_id_for_auto_old_do_id":"L25C07260","last_act_type":"2021-07-06","pcl_status":"P","pcl_completion_date":"2021-08-08","pf1_status":"P","pf1_completion_date":"2021-08-03","pf2_status":"P","pf2_completion_date":"2021-11-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sandrakaryan@gmail.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"31067","email":"mapleleafforever@pm.me","first_name":"Jean-Francois","last_name":"Pierre","phone":"4167076788","orgname":"UKG","customer_acct_name":"UKG","tags":"npiPartnerAccount, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"296991","full_name":"Jean-Francois Pierre","members_type":"PRO","city_1":"Toronto","province":"ON","language":"English","phone_2":"4167076788","lead_status":"Partner","pipeline_1_lapsed_members":"","new_member_date_2":"2021-01-21","area_code":"416","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"16 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 He won't renew because he doesn't need it","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T17:29:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"LB2506262","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","old_do_id":"L25P00280","last_infoline_date_type":"2023-10-10","last_act_type":"2025-02-06","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2021-08-29","pf2_status":"P","pf2_completion_date":"2021-12-20","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","do_id":"LB2506262","npi_email_temp":"mapleleafforever@pm.me","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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":"2024-03-12","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","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"9766","email":"danielleh@ivancorp.net","first_name":"Danielle","last_name":"Helgason","phone":"6043319817","orgname":"Global Mining Management","customer_acct_name":"Global Mining Management","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02334","province":"BC","full_name":"Danielle Helgason","language":"English","origin":"2023 lapsed Members","domain_1":"ivancorp.net","lapsed_expiration_date":"2022-08-03","individual_id":"252401","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500344","time_zone":"5","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-08-03","new_member_date_2":"2017-05-29","no_email_solicitation":"FALSE","pds_march":"8","intcode":"0","blocnote":"may 20 2025 vm  Aug 12 2025 vm\r\nLN Nov 3 2025 vm\n2026-05-08 Dial no answer, phone: +16043319817\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 invalid phone destination, phone: +16043319817\n2026 May 11 call went to voicemail, no contact made\n2026-05-13 Dial no answer, phone: +16043319817\n2026 May 13 call reached wrong number, no renewal discussion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T16:06:46-04:00","pipeline_2_members_only_ast":"","pds_july":"8","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25A02334","temp_intcode_for_auto_old_int_code":"08","pds_august":"8","phone_2":"6049164331","pds_september":"8","last_infoline_date_type":"2022-01-28","last_act_type":"2022-01-28","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"danielleh@ivancorp.net","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31","called_by":"Tri","aitm_status_called":"2026-05-13T16:26:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","session_id":"call_8a93e741a3b2cbc0febdea2c515","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8a93e741a3b2cbc0febdea2c515","npi_transcriptsummary":"The agent called to speak with Danielle but the person who answered stated it was the wrong number. The agent ended the call politely after being informed of the wrong number.","aitm_callsummarytitle":"Wrong Number - Call Ended","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","mini_nps":"3","onesentencenotrenewed":"Wrong number, no renewal discussion.","initialvalue":"Other","astotherreasonsnottorenew":"Wrong number, contact not reached.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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":"2024-12-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T16:21:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"lmunroe@cantiro.ca","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"9159","email":"annvlam@gmail.com","first_name":"Ann","last_name":"Lam","phone":"7057120133","orgname":"Onside Restoration Services","customer_acct_name":"Onside Restoration 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":"L25C06902","province":"BC","full_name":"Ann Lam","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-01-05","individual_id":"307798","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500650","time_zone":"2","members_type":"CAND","phone_2":"6043766816","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:18:00-05:00","blocnote":"LNC \/ 20 November 2025 VM","canceldate":"2023-01-05","paid_thru":"2022-10-31","new_member_date_2":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25C06902","old_int_code":"16","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-11-29","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"annvlam@gmail.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"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, TMAI","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":"14","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\n2026 May 12 call reached voicemail, no contact made\n2026 May 12 call reached uninitialized voicemail service\n2026 May 14 - Confirmed contact is Yanyan Sun; scheduled weekend callback for 2026-05-16 10:00. Phone 6047886019; email 470384018@qq.com\n2026 May 16 contact answered, initial value Career, satisfaction rated 3, age range 46-60, wants to think about renewal, email confirmation requested.","dhmsfin_telemarketing_last_contacted_date":"2026-05-16T10:31:54-04:00","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":"14","last_act_type":"2025-01-07","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","latest_paid_thru":"2025-01-31","thewithdrawaldate":"2025-04-02","aitm_status_called":"2026-05-16T10:31:54-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Yanyan regarding her lapsed NPI Professional membership and conducted a survey about her membership experience. Yanyan expressed a need to think about renewing due to potential job changes, and the agent offered to send an email with renewal procedures for her review.","aitm_callsummarytitle":"Membership Renewal Discussion with Yanyan","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"10","callsequence":"Forgot\/not aware and then 3 questions","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_51962dd5153a1cf192dbfe2c468","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_51962dd5153a1cf192dbfe2c468","npi_call_back_date_and_time":"2026-05-16T10:00:00-04:00","npi_call_back_time_hour":"10","npi_call_back_time_minute":"00","mini_nps":"3","onesentencenotrenewed":"Needs a couple of days to think about renewing due to possible job change.","thewithdrawaldate_3_years":"2028-04-02","initialvalue":"Career","age_range":"46-60","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2025-07-31"}},"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","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"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, TMAI","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\n2026 May 25 call reached voicemail, no contact with Trish\n2026 May 25 call reached voicemail for Trish","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:07-04:00","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":"06","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":"06","pds_september":"6","last_infoline_date_type":"2019-11-03","last_act_type":"2025-01-07","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","latest_paid_thru":"2025-01-31","thewithdrawaldate":"2025-04-02","aitm_status_called":"2026-05-25T13:22:04-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call reached voicemail for Trish, who was not available to answer the call.","aitm_callsummarytitle":"Voicemail reached for Trish","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"1","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_26c02125a6433eca5c1fbf5f84a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_26c02125a6433eca5c1fbf5f84a","number_of_total_call_attempts":"2"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"May 4 2026 vm  May 6 2026 vm\r\nMay 12 2026 bm  May 19 2026 vm\r\nMay 22 2026 vm  May 25 2026 vm\r\nJune 2 2026 vm","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2026-06-02T12:24:00-04:00","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":"2025-11-04","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","latest_paid_thru":"2026-04-30"}},"seriesid":"163"}
{"contact":{"id":"8816","email":"afriesen03@gmail.com","first_name":"Anita","last_name":"Friesen","phone":"4034406111","orgname":"Mount Royal University","customer_acct_name":"Mount Royal University","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":"Anita Friesen","language":"English","origin":"Lapsed Spring 2024","individual_id":"322237","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"L25C06312","time_zone":"4","province":"SK","members_type":"CAND","phone_2":"3068507495","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:54:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2023-03-01","temp_do_id_for_auto_old_do_id":"L25C06312","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-02-10","number_of_passed_courses":"0","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"False","wera":"False","npi_email_temp":"afriesen03@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"6","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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":"2026-03-02","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","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"8918","email":"cindy@vanityfashions.com","first_name":"Cynthia","last_name":"McDonald","phone":"9024686763","orgname":"Vanity Fashions Ltd.","customer_acct_name":"Vanity Fashions 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":"LB2500632","province":"NS","full_name":"Cynthia McDonald","language":"English","origin":"2023 lapsed Members","domain_1":"vanityfashions.com","lapsed_expiration_date":"2023-02-02","individual_id":"308384","area_code":"902","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000168","time_zone":"1","members_type":"CAND","phone_2":"9022253986","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:39:00-04:00","onesentencenotrenewed":"She is retiring soon","blocnote":"12 March 2025 Retiring soon","canceldate":"2023-02-02","paid_thru":"2022-11-30","new_member_date_2":"2021-12-22","temp_do_id_for_auto_old_do_id":"LB2500632","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cindy@vanityfashions.com","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"9768","email":"carmenapples07@gmail.com","first_name":"Carmen","last_name":"Apples","phone":"5873370972","orgname":"Global College","customer_acct_name":"Global College","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":"LB2503527","full_name":"Carmen Apples","language":"English","origin":"Lapsed Spring 2024","individual_id":"318405","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001662","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"5873370972","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"13 March 2025 VM\r\n18 March 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-03-18T17:10:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2024-01-05","paid_thru":"2023-10-31","new_member_date_2":"2022-11-07","temp_do_id_for_auto_old_do_id":"LB2503527","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-07-11","pcl_status":"F","pcl_completion_date":"2023-02-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"carmenapples07@gmail.com","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"33544","email":"ruchitar51@gmail.com","first_name":"Ruchita","last_name":"Patel","phone":"4035424140","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":"334739","full_name":"Ruchita Patel","members_type":"CAND","do_id":"L25C00523","lead_status":"Lapsed Member","new_member_date_2":"2024-02-27","city_1":"Calgary","time_zone":"4","province":"AB","language":"English","phone_2":"4035424140","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:07:00-05:00","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":"Yes","npivaluenotdeliveredspecify":"she couldn't get into college - she joined just to get into college","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"because her focus was just to take the certificate","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","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00523","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-06-05","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"1","npi_email_temp":"ruchitar51@gmail.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"9048","email":"clarissa@millenfarms.com","first_name":"Clarissa","last_name":"Lindsay","phone":"9026623848","orgname":"Millen Farms Limited","customer_acct_name":"Millen Farms Limited","tags":"CSV imported, 250217 Lapsed, NPIdealed, 250521 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00052","province":"NS","full_name":"Clarissa Lindsay","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-03-27","domain_1":"millenfarms.com","lapsed_expiration_date":"2023-05-02","individual_id":"262051","area_code":"902","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00414","time_zone":"1","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"may 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-16T09:11:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00052","temp_intcode_for_auto_old_int_code":"16","organization_id":"262049","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":"clarissa@millenfarms.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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":"2020-02-12","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","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"31111","email":"behrang.ashtiani@gmail.com","first_name":"Behrang","last_name":"Ashtiani","phone":"9056950106","orgname":"Bigtech Inc.","customer_acct_name":"Bigtech Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Behrang Ashtiani","lead_status":"Lapsed Member","members_type":"PRO","city_1":"Richmond Hill","province":"ON","phone_2":"4167164113","do_id":"L25P02015","pipeline_2_members_only_ast":"","new_member_date_2":"2011-05-06","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","language":"English","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"184846","blocnote":"Aug 14 2025 line busy\r\nLN Nov 3 2025 line busy\n2026 May 13 - Agent asked for Behrang; no answer\/confirmation.\n2026 May 15 call initiated, identity confirmation attempted but call ended early","canceldate":"2025-07-04","cert_status":"WITHDRAWN","extension_phone_1":"2023","old_do_id":"AST1639","paid_thru":"2025-04-30","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:06:44-04:00","temp_do_id_for_auto_old_do_id":"L25P02015","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2011-09-21","pf1_status":"P","pf1_completion_date":"2012-02-22","pf2_status":"P","pf2_completion_date":"2012-05-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-09-28","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"behrang.ashtiani@gmail.com","pcl_completion_date_5":"2016-09-21","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","thewithdrawaldate":"2025-07-04","aitm_status_called":"2026-05-15T11:06:44-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Behrang and confirmed the contact's identity but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call ended after identity confirmation attempt","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_71254578ef508caadefdbf299b8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_71254578ef508caadefdbf299b8","number_of_calls_reached":"2"}},"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":"2026-04-05","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","old_do_id":"L25A02952","npi_email_temp":"elinbanyameen@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"223052","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"4","blocnote":"May 8 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:58:00-04:00","intcode":"06","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":"06","last_infoline_date_type":"2018-01-30","last_act_type":"2026-01-28","telemarketing_call_date":"2026-05-08","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":"99","pcl_completion_date_5":"2019-06-04","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"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":"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, TMAI","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":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:59-04:00","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\n2026 May 08 call disconnected shortly after greeting and identity confirmation attempt","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":"15","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","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:59-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and disconnected shortly after the initial greeting and identity confirmation attempt. The agent tried to confirm the contact's identity but the user hung up immediately after.","aitm_callsummarytitle":"Call disconnected after greeting","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_da9b0261674021f86d00db22027","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_da9b0261674021f86d00db22027","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30074","email":"jen@beaudrygroup.com","first_name":"Jennifer","last_name":"Kardosh","phone":"9056396502","orgname":"The Beaudry Group","customer_acct_name":"The Beaudry Group","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01725","full_name":"Jennifer Kardosh","members_type":"AST","city_1":"Burlington","province":"ON","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2023-04-27","pipeline_2_members_only_ast":"","individual_id":"324308","no_email_solicitation":"False","area_code":"905","time_zone":"2","blocnote":"April 28 2025 vm\r\nApril 30 2025 vm\r\nMay 5 2025 vm\r\nMay 7 2025 vm\r\nJune 2 2025 vm\n2026 Mar 03 call disconnected early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T16:05:01-05:00","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST0699","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25A01725","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-03-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jen@beaudrygroup.com","aitm_status_called":"2026-03-03T16:05:01-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was very brief and disconnected early without a meaningful conversation or task completion. The agent attempted to initiate contact but did not reach the intended person or complete the call objectives.","aitm_callsummarytitle":"Call disconnected early, no contact","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\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"33423","email":"leahchristine.garcia@hyatt.com","first_name":"Leah","last_name":"Garcia","phone":"4165952581","orgname":"Hyatt Regency Toronto on King","customer_acct_name":"Hyatt Regency Toronto on King","tags":"WR250326, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"members_type":"CORP","coidnewmbrdate":"2012-11-20","city_1":"Toronto","province":"ON","phone_2":"6472897941","origin":"4165952581","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-05-28","time_zone":"2","area_code":"647","language":"English","organization_id":"208552","individual_id":"224104","paid_thru":"2026-10-31","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"2","full_name":"Leah Christine Garcia, PCP","pds_september":"2","last_infoline_date_type":"2026-09-01","last_act_type":"2026-04-05","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2014-04-29","pf1_status":"P","pf1_completion_date":"2014-06-05","pf2_status":"P","pf2_completion_date":"2014-07-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-10-31","number_of_passed_courses":"4","pds_october":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","do_id":"LB2506040","temp_do_id_for_auto_old_do_id":"LB2506040","npi_email_temp":"leahchristine.garcia@hyatt.com","pcl_completion_date_5":"2019-04-29","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"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, 260522 Lapsed DEL","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":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"348172","paid_thru":"2027-06-30","last_act_type":"2026-10-03","company_paid_thru":"2027-06-30","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\/2027","latest_paid_thru":"2027-06-30","company_status":"A"}},"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, TMAI, recall pro","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\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 reached voicemail, no conversation","paid_thru":"2024-12-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:05-04:00","temp_do_id_for_auto_old_do_id":"L25P00248","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-02-06","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-21T09:52:07-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached the voicemail of the intended contact 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","session_id":"call_4dee70299c292967ca176afe8c8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4dee70299c292967ca176afe8c8","mini_nps":"3","number_of_total_call_attempts":"7"}},"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":"2026-11-04","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","old_do_id":"L25O00293","npi_email_temp":"aurelie.trabach@stanislas.qc.ca","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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":"2023-06-03","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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"8941","email":"guilherme.montero@inergi.ca","first_name":"Guilherme","last_name":"Montero","phone":"4163451147","orgname":"Inergi LP","customer_acct_name":"Inergi LP","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01651","province":"ON","full_name":"Guilherme Montero","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1999-07-01","domain_1":"inergi.ca","lapsed_expiration_date":"2022-09-02","individual_id":"254753","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501035","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":"2025-12-03T16:45:00-05:00","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25O01651","temp_intcode_for_auto_old_int_code":"6","organization_id":"26545","last_act_type":"2018-06-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"guilherme.montero@inergi.ca","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30","company_paid_thru":"2022-06-30","corp_cancel_date":"2022-09-02","company_status":"I"}},"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":"2024-01-03","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","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"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","latest_paid_thru":"2025-11-30","last_conf_date_type":"2026-06-02"}},"seriesid":"163"}
{"contact":{"id":"29961","email":"dahliajohns@hotmail.com","first_name":"Dahlia","last_name":"Johnson","phone":"9058901010","orgname":"Peel District School Board","customer_acct_name":"Peel District School Board","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0673","full_name":"Dahlia Johnson, CPA, FCCA","members_type":"AST","city_1":"Mississauga","province":"ON","language":"English","phone_2":"6475059229","lead_status":"Renewed APX","new_member_date_2":"2016-09-01","last_engaged_date":"2026-03-08","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"246107","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T11:27:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:52:00-04:00","blocnote":"May 11 2026 vm","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","cert_status":"PENDING","old_int_code":"99","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"6627","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST0673","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-08-29","telemarketing_call_date":"2026-05-11","pcl_status":"P","pcl_completion_date":"2016-12-18","pf1_status":"P","pf1_completion_date":"2017-04-16","pf2_status":"P","pf2_completion_date":"2017-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-10-25","number_of_passed_courses":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:40-05:00","npi_email_temp":"dahliajohns@hotmail.com","pcl_completion_date_5":"2021-12-18","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"9108","email":"cliff.burko@ca.yusen-logistics.com","first_name":"Clifford","last_name":"Burko","phone":"9054582000","orgname":"Yusen Logistics (Canada) Inc.","customer_acct_name":"Yusen Logistics (Canada) Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01724","province":"ON","full_name":"Clifford Burko","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2002-04-15","domain_1":"ca.yusen-logistics.com","lapsed_expiration_date":"2022-06-02","individual_id":"295455","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501148","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":"2025-12-11T13:45:00-05:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25O01724","temp_intcode_for_auto_old_int_code":"6","organization_id":"58329","last_act_type":"2020-01-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cliff.burko@ca.yusen-logistics.com","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"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","latest_paid_thru":"2025-10-31"}},"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":{"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":"2024-07-05","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","latest_paid_thru":"2025-02-28"}},"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","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30039","email":"krenaud@daequip.com","first_name":"Kathi","last_name":"Renaud","phone":"6048828008","orgname":"Daequip Premium Attachments","customer_acct_name":"Daequip Premium Attachments","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1186","full_name":"Kathi Renaud","members_type":"AST","city_1":"Abbotsford","province":"BC","language":"English","lead_status":"Renewed APX","new_member_date_2":"2019-10-24","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"282223","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"31","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-22T12:46:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:57:00-04:00","blocnote":"May 8 2026 Survey completed Send both emails.","resourceaware":"Yes","resourcevisitedselfreport":"Last 7 days","value_designation":"Yes","pipeline_1_lapsed_members":"","old_int_code":"99","paid_thru":"2026-09-30","date_of_renewal_identification":"2025-10-09","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1186","temp_intcode_for_auto_old_int_code":"31","last_infoline_date_type":"2026-02-24","last_act_type":"2026-02-24","telemarketing_call_date":"2026-05-08","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2026-05-08T12:56:04-04:00","sendaigeneral":"2026-05-08T12:56:00-04:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"4","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","senddecemberemail":"2025-12-11T14:16:08-05:00","npi_email_temp":"krenaud@daequip.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","sendaiemail":"2026-05-08T12:56:03-04:00","sendcandapplicationform":"2026-05-08T12:57:00-04:00"}},"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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
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{"contact":{"id":"30086","email":"loveneet39@yahoo.in","first_name":"Loveneet","last_name":"Kaur","phone":"5196613574","orgname":"USC, Western University","customer_acct_name":"USC, Western University","tags":"250205 AST Members, inPipeline2, fixDhms, fixTelemarketingMay","ip4":"127.0.0.1","fields":{"full_name":"Loveneet Kaur, PCP","members_type":"PRO","city_1":"London","province":"ON","language":"English","phone_2":"2898892425","new_member_date_2":"2025-01-07","pipeline_2_members_only_ast":"","area_code":"519","time_zone":"2","individual_id":"276223","last_engaged_date":"2025-05-08","member_may":"2","intcode":"11","blocnote":"may 27 2025 completed","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","dhmsfin_telemarketing_last_contacted_date":"2025-05-27T10:58:53-04:00","old_int_code":"2","canceldate":"2020-07-03","nonactive_reason":"AST->CAND\/PRO","cpa_certification":"PCP","paid_thru":"2026-12-31","old_do_id":"L25P02255","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2506171","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2025-05-30","last_conf_date_type":"2025-06-18","last_act_type":"2026-12-01","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2019-09-03","pf1_status":"P","pf1_completion_date":"2020-09-28","pf2_status":"P","pf2_completion_date":"2021-04-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"loveneet39@yahoo.in","pcl_completion_date_5":"2024-09-03","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"316845","no_email_solicitation":"False","area_code":"519","time_zone":"2","intcode":"06","blocnote":"May 8 2026 vm","resources_tools_may":"2","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:02:00-04:00","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":"2026-03-25","last_act_type":"2026-03-25","telemarketing_call_date":"2026-05-08","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","latest_paid_thru":"2026-08-31"}},"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":"2021-04-10","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","latest_paid_thru":"2022-09-30"}},"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","latest_paid_thru":"2027-01-31"}},"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","latest_paid_thru":"2025-05-31"}},"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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"10303","email":"trina_c_b@yahoo.ca","first_name":"Triparna","last_name":"Chatterjee","phone":"4165546329","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":"Triparna Chatterjee","language":"English","origin":"Lapsed Spring 2024","individual_id":"320799","region":"CDN","lead_status":"Refused","old_do_id":"L25C06408","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4165546329","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T13:34:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2023-01-19","temp_do_id_for_auto_old_do_id":"L25C06408","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-03-25","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":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"trina_c_b@yahoo.ca","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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":"2022-02-12","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","latest_paid_thru":"2023-11-30"}},"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, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Marjorie Franklin, CPA CGA","language":"English","origin":"Lapsed Spring 2024","individual_id":"246989","region":"CDN","lead_status":"Refused","old_do_id":"L25A02211","members_type":"AST","province":"ON","area_code":"905","time_zone":"2","pipeline_1_lapsed_members":"Refused Lapsed","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\n2026 May 08 call reached voicemail - no human answer\n2026 May 08 contact answered, completed survey, declined renewal because no longer working in payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:56-04:00","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":"4","age_range":"61+","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":"01","phone_2":"9054671857","last_infoline_date_type":"2017-10-20","last_act_type":"2024-07-06","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","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:21-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Marjorie regarding her lapsed Associate membership with the National Payroll Institute. Marjorie answered the survey questions, expressing that she initially joined to stay current with payroll legislation and rated her satisfaction as 4. She declined to renew because she is no longer working in payroll.","aitm_callsummarytitle":"Membership Lapse Survey with Marjorie","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5d831990d5798ac6e9ed324c88f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5d831990d5798ac6e9ed324c88f","onesentencenotrenewed":"No longer working in payroll.","initialvalue":"Stay Current","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2025-01-31"}},"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":"260522 Lapsed DEL","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":"2027-04-30","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":"LB2505410","old_int_code":"6","last_conf_date_type":"2016-06-15","last_act_type":"2025-02-27","company_paid_thru":"2027-04-30","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","npi_email_temp":"hoffer2383@hotmail.com","pcl_completion_date_5":"2021-01-31","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","do_id":"","company_status":"A"}},"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":"2025-02-01","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","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"14864","email":"sbouchard@iscappliedsystems.com","first_name":"Stephanie","last_name":"Bouchard","phone":"5147821400","orgname":"ISC Applied Systems Corp.","customer_acct_name":"ISC Applied Systems Corp.","tags":"241016 CDN, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Stephanie Bouchard","language":"English","origin":"Lapsed Members","explicit_consent_date":"2022-01-28","domain_1":"iscappliedsystems.com","do_id":"L25O01862","individual_id":"294004","members_type":"CORP","time_zone":"2","area_code":"514","never_call":"REFUSED","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501812","province":"QC","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T11:47:00-04:00","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25O01862","temp_intcode_for_auto_old_int_code":"6","organization_id":"294005","last_infoline_date_type":"2020-09-11","last_act_type":"2021-11-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sbouchard@iscappliedsystems.com","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","company_paid_thru":"2021-09-30","corp_cancel_date":"2021-12-02","company_status":"I"}},"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","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"30949","email":"ashimamehmi33@gmail.com","first_name":"Ashima","last_name":"Mehmi","phone":"4379221775","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":"333084","full_name":"Ashima Mehmi","members_type":"CAND","do_id":"L25C00353","city_1":"Brampton","province":"ON","language":"English","phone_2":"4379221775","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":"L25C00353","last_act_type":"2025-02-10","pcl_status":"F","pcl_completion_date":"2024-03-19","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:18:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ashimamehmi33@gmail.com","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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":"2024-06-02","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"28984","email":"mudrashah95@gmail.com","first_name":"Mudra","last_name":"Shah","phone":"6477684467","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, Member portal, 250205 AST Members, Lapsed Renewed, movePipe2, 250529 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00234","old_do_id":"AST1297","full_name":"Mudra Shah","members_type":"AST","city_1":"Stouffville","province":"ON","language":"English","lead_status":"Refused","new_member_date_2":"2019-01-03","individual_id":"270846","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","area_code":"647","time_zone":"2","last_engaged_date":"2025-04-09","last_login_date":"2025-04-09T15:31:26-04:00","member_april":"10","intcode":"16","blocnote":"28 May 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T10:24:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00234","temp_intcode_for_auto_old_int_code":"16","phone_2":"6477684467","last_act_type":"2024-03-01","pcl_status":"P","pcl_completion_date":"2019-04-15","pf1_status":"P","pf1_completion_date":"2019-12-16","pf2_status":"P","pf2_completion_date":"2020-08-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"mudrashah95@gmail.com","pcl_completion_date_5":"2024-04-15","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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","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":"2024-04-01","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"34118","email":"cindylgarland@hotmail.ca","first_name":"Cindy","last_name":"Law","phone":"5066575547","orgname":"John Howard Society","customer_acct_name":"John Howard Society","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"226839","full_name":"Cindy Law","do_id":"L25A00406","language":"English","canceldate":"2023-07-11","time_zone":"1","area_code":"506","extension_phone_1":"210","members_type":"AST","new_member_date_2":"2019-05-09","lead_status":"Refused","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"NB","cpa_certification":"PCP","intcode":"0","blocnote":"june 5 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T12:37:00-04:00","old_int_code":"12","date_of_renewal_identification":"2025-06-09","pipeline_2_members_only_ast":"","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A00406","temp_intcode_for_auto_old_int_code":"0","phone_2":"5068325796","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-11-03","pf1_status":"P","pf1_completion_date":"2015-08-24","pf2_status":"P","pf2_completion_date":"2019-09-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-10-28","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"cindylgarland@hotmail.ca","pcl_completion_date_5":"2019-11-03","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"30190","email":"amswiss3@gmail.com","first_name":"Katherine","last_name":"Charland","phone":"2048328893","orgname":"WETT Sales & Distribution Inc.","customer_acct_name":"WETT Sales & Distribution Inc.","tags":"payroll.ca visited, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A03062","full_name":"Katherine Charland","members_type":"AST","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2049958211","lead_status":"Lapsed Member","new_member_date_2":"2024-03-07","last_engaged_date":"2026-05-13","pipeline_2_members_only_ast":"","individual_id":"238650","canceldate":"2026-05-02","no_email_solicitation":"False","area_code":"204","time_zone":"3","intcode":"01","blocnote":"May 4 2026 completed with renewal ( sent emails for both renewal and webinars)\r\nMay 26 2026 Advised will not be renewing this year.","dhmsfin_telemarketing_last_contacted_date":"2026-05-26T13:12:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25A03062","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2024-11-06","last_act_type":"2025-02-26","telemarketing_call_date":"2025-10-23","sendaigeneral":"2025-10-23T10:28:00-04:00","sendoctoberemail":"2025-10-23T10:28:25-04:00","sendaidate":"2025-12-01T10:13:33-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-23T10:28:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"N\/A","testimonialagree":"No","testimonialrefusal":"","old_int_code":"02","pcl_status":"F","pcl_completion_date":"2024-09-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amswiss3@gmail.com","pcl_completion_date_5":"2029-09-03","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","old_do_id":"AST0235","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-04T12:45:00-04:00","sendapxapplicationform":"2026-05-04T12:45:00-04:00","called_by":"Tri","aitm_status_called":"2026-05-13T12:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent contacted Katherine regarding her lapsed Associate membership with the National Payroll Institute. Katherine shared her reasons for not renewing but expressed possible interest in renewing, and the agent sent her an email with the membership application form. The call concluded positively with Katherine agreeing to review the application form via email.","aitm_callsummarytitle":"Membership Renewal Discussion with Katherine","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_89baafe42773aeb442409428a41","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_89baafe42773aeb442409428a41","number_of_calls_reached":"3","sendapplicationform":"2026-05-13T12:11:00-04:00","onesentencenotrenewed":"Did not use the membership enough or payroll wasn\u2019t complex for her.","initialvalue":"Designation","age_range":"46-60"}},"seriesid":"163"}
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{"contact":{"id":"30612","email":"kevinyan2015@hotmail.com","first_name":"Kailong","last_name":"Yan","phone":"2506401199","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":"333558","full_name":"Kailong Yan","members_type":"CAND","do_id":"L25C00421","city_1":"Prince George","province":"BC","language":"English","phone_2":"2506401199","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":"L25C00421","last_act_type":"2024-01-22","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"14","blocnote":"LNC Nov 25 2025 He said he was busy and that he did not have time to take courses maybe next year.","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T16:32:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"14","npi_email_temp":"kevinyan2015@hotmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2025-01-31"}},"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","latest_paid_thru":"2025-01-31"}},"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":"2026-04-05","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","npi_email_temp":"andrea.cally@gmail.com","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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","latest_paid_thru":"2023-11-30"}},"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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9664","email":"ttakacs@cldufferin.ca","first_name":"Tammy","last_name":"Takacs","phone":"5199418971","orgname":"Community Living Dufferin","customer_acct_name":"Community Living Dufferin","tags":"CSV imported, payroll.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01599","province":"ON","full_name":"Tammy Takacs","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2018-10-05","domain_1":"cldufferin.ca","lapsed_expiration_date":"2022-12-02","individual_id":"268263","area_code":"519","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501040","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 ext 152 ? vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T10:23:00-05:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25O01599","temp_intcode_for_auto_old_int_code":"6","organization_id":"268261","last_act_type":"2019-08-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ttakacs@cldufferin.ca","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29943","email":"b.gadoury@formaplus.ca","first_name":"Brigitte","last_name":"Gadoury","phone":"5142931595","orgname":"Forma+","customer_acct_name":"Forma+","tags":"paie.ca visited, 250205 AST Members, inPipeline2, npiAlert1, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0489","full_name":"Brigitte Gadoury","members_type":"AST","city_1":"Blainville","province":"QC","language":"French","phone_2":"","lead_status":"Member","new_member_date_2":"2024-07-09","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"251888","no_email_solicitation":"False","pds_march":"2","time_zone":"2","intcode":"31","pipeline_1_lapsed_members":"","pds_may":"2","last_engaged_date":"2025-12-29","job_july":"1","sendjulyemail":"2025-07-15T15:57:00-04:00","blocnote":"ai.13 nov 2025 bv\r\n20 nov 2025 bv\r\ncompleter 25 nov 2025","sendmayemail":"2025-11-25T10:43:00-05:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T10:43:29-05:00","full_name_2":" ","pds_july":"2","paid_thru":"2026-06-30","pds_august":"2","temp_do_id_for_auto_old_do_id":"AST0489","temp_intcode_for_auto_old_int_code":"31","pds_september":"2","last_infoline_date_type":"2025-06-02","last_act_type":"2025-11-19","telemarketing_call_date":"2025-11-25","pcl_status":"P","pcl_completion_date":"2017-08-06","pf1_status":"P","pf1_completion_date":"2017-12-24","pf2_status":"P","pf2_completion_date":"2019-04-15","number_of_passed_courses":"3","pds_october":"2","old_int_code":"06","trc":"True","wera":"False","extension_phone_1":"","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"satisfaite des cours en web ou en  pr\u00e9sentielle et ils  sont a l'\u00e9coute des questions par courrielle mais manque de connaissance  sur les  questions de ccq.","sendaigeneral":"2025-11-25T10:37:00-05:00","sendnovemberemail":"2025-11-25T10:43:30-05:00","sendaidatefr":"2025-11-25T10:43:31-05:00","pds_november":"3","npi_email_temp":"b.gadoury@formaplus.ca","pcl_completion_date_5":"2022-08-06","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16"}},"seriesid":"163"}
{"contact":{"id":"9190","email":"annieinagaki@gmail.com","first_name":"Shihomi","last_name":"Inagaki","phone":"9053618412","orgname":"Dayforce Canada Ltd.","customer_acct_name":"Dayforce Canada Ltd.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiPartnerAccount, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Shihomi Inagaki, PCP","language":"English","origin":"Lapsed Spring 2024","individual_id":"289259","region":"CDN","lead_status":"Partner","old_do_id":"LB2504355","members_type":"CORP","province":"ON","area_code":"905","time_zone":"2","phone_2":"6477211063","pipeline_1_lapsed_members":"","canceldate":"2023-11-02","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","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","organization_id":"5215","pipeline_2_members_only_ast":"","paid_thru":"2027-04-30","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T09:29:00-04:00","new_member_date_2":"2021-09-17","temp_do_id_for_auto_old_do_id":"LB2504355","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_act_type":"2026-04-05","company_paid_thru":"2027-04-30","pcl_status":"P","pcl_completion_date":"2020-07-12","pf1_status":"P","pf1_completion_date":"2020-08-19","pf2_status":"P","pf2_completion_date":"2020-09-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-09-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"","npi_email_temp":"annieinagaki@gmail.com","pcl_completion_date_5":"2025-07-12","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","company_status":"A"}},"seriesid":"163"}
{"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, TMAI","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":"06","blocnote":"30 May 2025 Not in payroll\n2026 May 25 reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:07-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25P00327","temp_intcode_for_auto_old_int_code":"06","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","latest_paid_thru":"2025-01-31","thewithdrawaldate":"2025-04-02","aitm_status_called":"2026-05-25T15:32:08-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call reached the voicemail of the contact and no conversation took place.","aitm_callsummarytitle":"Voicemail reached","npi_voicemaildetection":"Yes","ivrdetector":"No","old_int_code":"21","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_eb6713f64f838e24bf022fcac80","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_eb6713f64f838e24bf022fcac80"}},"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":"2026-04-05","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","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","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"8925","email":"griffenmann@gmail.com","first_name":"Nicole","last_name":"Mann","phone":"7804102455","orgname":"Sherwood Park Toyota","customer_acct_name":"Sherwood Park Toyota","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500056","province":"AB","full_name":"Nicole Mann","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-03-02","individual_id":"246986","area_code":"780","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETA00204","time_zone":"4","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-03-02","new_member_date_2":"2017-01-17","no_email_solicitation":"FALSE","intcode":"21","blocnote":"May 14 2025 There is someone name Nicole Stanwick but not Nicole Mann and she does deal with the payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T11:18:00-04:00","old_int_code":"12","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"LB2500056","temp_intcode_for_auto_old_int_code":"21","phone_2":"7802986511","last_act_type":"2024-10-23","pcl_status":"P","pcl_completion_date":"2017-05-07","pf1_status":"P","pf1_completion_date":"2017-08-27","pf2_status":"F","pf2_completion_date":"2021-11-21","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"griffenmann@gmail.com","pcl_completion_date_5":"2022-05-07","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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, TMAI","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":"02","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T12:08:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T16:06:45-04:00","blocnote":"26 May 2025 Completed\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human answer\n2026 May 11 voicemail reached, no human contact\n2026 May 11 call reached voicemail, no human answer\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 contact agreed to renew and was sent the application form - NPI# 30145","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":"06","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":"02","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","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-13T16:26:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The agent called Julie to discuss her lapsed Associate membership with the National Payroll Institute. Julie expressed satisfaction with her membership and agreed to renew. The agent confirmed her email and sent the Associate Membership application form via email.","aitm_callsummarytitle":"Membership Renewal Confirmation","notrenewedwanttorenew":"Yes","mini_nps":"4","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_46c921372aac9acf674c330b631","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_46c921372aac9acf674c330b631","sendapplicationform":"2026-05-13T16:31:00-04:00","initialvalue":"Help with Complex","age_range":"46-60","number_of_calls_reached":"1"}},"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":"2026-04-20","company_paid_thru":"2027-02-28","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","npi_email_temp":"ndoka.irena@gmail.com","pcl_completion_date_5":"2029-01-30","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","last_infoline_date_type":"2026-04-20","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"29998","email":"comptabilite@hlboisvert.com","first_name":"M\u00e9lanie","last_name":"Mongeau","phone":"8198494693","orgname":"H.L. Boisvert Inc.","customer_acct_name":"H.L. Boisvert Inc.","tags":"paiequebec visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, 251126 testimonials update, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A03020","full_name":"M\u00e9lanie Mongeau","members_type":"AST","city_1":"Coaticook","province":"QC","language":"French","phone_2":"8196589087","lead_status":"Lapsed Member","new_member_date_2":"2022-02-10","pipeline_2_members_only_ast":"","individual_id":"279820","no_email_solicitation":"False","pds_march":"1","area_code":"819","time_zone":"2","intcode":"15","last_engaged_date":"2025-11-27","resources_tools_may":"1","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"1","resources_tools_june":"2","last_login_date":"2025-06-27T11:24:53-04:00","member_june":"2","sendjulyemail":"2025-07-16T09:24:00-04:00","blocnote":"ai.13 nov 2025 de retour le 17\r\ncompleter 20 nov 2025\n2026 May 08 call disconnected early, no conversation","sendmayemail":"2025-11-20T09:51:00-05:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:59-04:00","full_name_2":" ","pds_july":"1","paid_thru":"2026-01-31","pds_august":"1","extension_phone_1":"223","temp_do_id_for_auto_old_do_id":"L25A03020","temp_intcode_for_auto_old_int_code":"15","pds_september":"1","last_infoline_date_type":"2025-05-29","last_act_type":"2025-05-29","telemarketing_call_date":"2025-11-20","number_of_passed_courses":"0","pds_october":"1","old_int_code":"31","sendcandapplicationform":"2025-11-25T16:24:00-05:00","mini_nps":"3","testimonialagree":"Yes","testimonial":"tr\u00e8s satisfaite de trouver les r\u00e9ponses a ces questions et  demande laide et  obtiens des r\u00e9ponses pertinentes.","testimonialrefusal":"NA","sendaigeneral":"2025-11-20T09:44:00-05:00","sendnovemberemail":"2025-11-20T09:51:03-05:00","sendaidatefr":"2025-11-20T09:51:04-05:00","trc":"False","wera":"False","original_language":"French","original_testimonial_translated":"I am very satisfied with the NPI's service. Thanks to them, I can ask for help and receive accurate answers to all my questions.","testimonial_reviewed":"Je suis tr\u00e8s satisfaite du service de l'INP. Gr\u00e2ce \u00e0 eux, je peux demander de l'aide et recevoir des r\u00e9ponses pertinentes \u00e0 toutes mes questions.","testimonial_sent_date":"2025-11-26T12:16:19-05:00","testimonial_confirmation_date":"2025-11-27T08:25:38-05:00","pds_november":"1","npi_email_temp":"comptabilite@hlboisvert.com","canceldate":"2026-04-02","date_of_renewal_identification":"","old_do_id":"AST0990","ln_entered_date":"2026-04-03","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:59-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and disconnected shortly after initiation without any meaningful conversation or task completion.","aitm_callsummarytitle":"Call disconnected early with no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_04338864cafb886b42d2ce00068","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_04338864cafb886b42d2ce00068","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"29509","email":"soltheriault@gmail.com","first_name":"Solange","last_name":"Theriault","phone":"5063957777","orgname":"MQM Quality Manufacturing Ltd.","customer_acct_name":"MQM Quality Manufacturing Ltd.","tags":"250205 AST Members, npiAlert1, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02822","full_name":"Solange Theriault","members_type":"AST","city_1":"Tracadie-Sheila","province":"NB","language":"French","phone_2":"5063945636","lead_status":"Lapsed Member","new_member_date_2":"2010-04-29","pipeline_2_members_only_ast":"","individual_id":"168878","no_email_solicitation":"False","area_code":"506","time_zone":"1","intcode":"15","blocnote":"px\r\n10 dec 2025 bv\n2026 May 08 call initiated, brief interaction, no renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T09:06:43-04:00","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-11-30","extension_phone_1":"222","temp_do_id_for_auto_old_do_id":"L25A02822","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-02-10","telemarketing_call_date":"2025-10-16","sendcandapplicationform":"2025-11-25T16:24:00-05:00","sendaigeneral":"2025-10-16T09:18:00-04:00","sendoctoberemail":"2025-10-16T09:18:05-04:00","sendaidatefr":"2025-10-16T09:18:06-04:00","email2":"","full_name_2":" ","sendmayemail":"2025-10-16T09:23:00-04:00","value_designation":"No","mini_nps":"3","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"06","pcl_status":"F","pcl_completion_date":"2019-11-21","number_of_passed_courses":"0","date_of_renewal_identification":"","onesentencenotrenewed":"","sendapplicationform":"2025-11-18T10:08:00-05:00","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"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":"","trc":"False","wera":"False","npi_email_temp":"soltheriault@gmail.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST1399","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T09:06:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Solange and confirmed the identity. The user responded briefly but the call ended shortly after without further conversation or task completion.","aitm_callsummarytitle":"Brief call with Solange, no renewal discussion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e15c05ec3a082f37e4e5318319a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e15c05ec3a082f37e4e5318319a","number_of_calls_reached":"1"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"May 11 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:21:00-04:00","pipeline_1_lapsed_members":"","individual_id":"228094","cert_status":"PENDING","canceldate":"2015-11-04","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","intcode":"06","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":"06","last_act_type":"2025-07-25","telemarketing_call_date":"2026-05-11","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":"31","trc":"False","wera":"False","npi_email_temp":"fredruiz@hotmail.com","pcl_completion_date_5":"2019-12-22","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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":{"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":"2026-04-14","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","latest_paid_thru":"2027-03-31"}},"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, TMAI","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":"6046889584","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"April 16 2025 Number not in service\n2026 May 12 call reached a number not in service","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T14:10:28-04:00","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"0","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":"08","last_infoline_date_type":"2024-05-27","last_act_type":"2025-01-07","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","latest_paid_thru":"2025-01-31","thewithdrawaldate":"2025-04-02","aitm_status_called":"2026-05-12T14:10:28-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was made to a number that is not in service, resulting in no conversation with the contact.","aitm_callsummarytitle":"Call to number not in service","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_617b6e0bf24583c17d1225c38d6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_617b6e0bf24583c17d1225c38d6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"31053","email":"megan.tran@agrowth.com","first_name":"Megan","last_name":"Tran","phone":"2046970492","orgname":"","customer_acct_name":"","tags":"TMAI","ip4":"127.0.0.1","fields":{"individual_id":"284139","full_name":"Maria Celeste Calpatura, PCP","members_type":"PRO","do_id":"","coidnewmbrdate":"2013-05-13","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2049158921","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","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)\n2026 May 13 - Contact declined renewal; Initial value: Help with Complex; Satisfaction 5; Age 46-60","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T12:49:06-04:00","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":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46-60","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","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":"01","date_of_renewal_identification":"","old_int_code":"99","last_act_type":"2025-05-26","npi_email_temp":"megan.tran@agrowth.com","thewithdrawaldate":"2025-02-19","aitm_status_called":"2026-05-13T12:49:06-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent spoke with Megan to conduct a membership lapse survey; Megan selected 'help with complex payroll' as initial value, rated satisfaction 5, age 46-60, declined to renew citing low usage\/benefit, and no renewal was completed.","aitm_callsummarytitle":"Megan declined renewal - low usage","onesentencenotrenewed":"Didn\u2019t use the membership enough \/ benefits not worth the fee.","initialvalue":"Help with Complex","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","old_do_id":"L25P00265","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_485301aaa67df9db53f936e91b4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_485301aaa67df9db53f936e91b4","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"31127","email":"burmasterlori58@gmail.com","first_name":"Lori","last_name":"Burmaster","phone":"9059231537","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Lori Burmaster","lead_status":"Renewed Lapsed","members_type":"CAND","city_1":"Burlington","province":"ON","phone_2":"9059231537","pipeline_2_members_only_ast":"","new_member_date_2":"2024-11-27","no_email_solicitation":"False","area_code":"905","time_zone":"2","language":"English","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"344782","blocnote":"Dec 9 2025 vm  Dec 15 2025 vm","last_engaged_date":"2025-09-22","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02750","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-02-16","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T13:25:00-05:00","number_of_passed_courses":"0","date_of_renewal_identification":"2026-02-14","telemarketing_call_date":"2025-10-29","trc":"False","wera":"False","old_do_id":"AST1655","npi_email_temp":"burmasterlori58@gmail.com","pcl_status":"E","old_int_code":"6","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"30199","email":"lisa@chartersbookkeeping.com","first_name":"Lisa","last_name":"Charters","phone":"6047247450","orgname":"Charters Bookkeeping Services","customer_acct_name":"Charters Bookkeeping Services","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0238","full_name":"Lisa Charters","members_type":"AST","city_1":"Princeton","province":"BC","language":"English","phone_2":"6047247450","lead_status":"Renewed APX","new_member_date_2":"2020-10-22","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"128303","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"06","blocnote":"May 11 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:22:00-04:00","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":"AST0238","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-09-29","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2026-05-11","pcl_status":"P","pcl_completion_date":"2008-05-23","pf1_status":"P","pf1_completion_date":"2008-11-11","pf2_status":"P","pf2_completion_date":"2021-02-16","number_of_passed_courses":"3","old_int_code":"99","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:02-05:00","npi_email_temp":"lisa@chartersbookkeeping.com","pcl_completion_date_5":"2013-05-23","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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":"2021-09-06","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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"31079","email":"payroll@sagbc.ca","first_name":"Avez","last_name":"Hasham","phone":"4164155000","orgname":"Student Association of George Brown College","customer_acct_name":"Student Association of George Brown College","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"members_type":"CORP","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-05-28","individual_id":"232354","organization_id":"264923","canceldate":"2025-01-10","paid_thru":"2026-12-31","new_member_date_2":"2015-02-19","province":"ON","language":"English","extension_phone_1":"2856","phone_2":"6476180783","full_name":"Avez Mohammed Hasham","last_infoline_date_type":"2025-04-03","last_act_type":"2025-04-03","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2015-06-01","pf1_status":"P","pf1_completion_date":"2015-09-22","pf2_status":"P","pf2_completion_date":"2017-07-09","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2506805","temp_do_id_for_auto_old_do_id":"LB2506805","npi_email_temp":"payroll@sagbc.ca","pcl_completion_date_5":"2020-06-01","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","corp_cancel_date":"2019-09-04","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"10344","email":"danielle.eastveld@gmail.com","first_name":"Danielle","last_name":"Eastveld","phone":"7789864211","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":"L25C06622","full_name":"Danielle Eastveld","language":"English","origin":"Lapsed Spring 2024","individual_id":"316354","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502288","time_zone":"5","province":"BC","members_type":"CAND","phone_2":"7789864211","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"LNC Nov 6 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T12:25:00-05:00","paid_thru":"2023-08-31","new_member_date_2":"2022-09-06","temp_do_id_for_auto_old_do_id":"L25C06622","temp_intcode_for_auto_old_int_code":"6","extension_phone_1":"1","last_act_type":"2025-03-24","pcl_status":"P","pcl_completion_date":"2023-01-19","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"danielle.eastveld@gmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
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{"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"228490","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"0","blocnote":"May 1 2026 number not in service","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:08:00-04:00","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":"08","last_act_type":"2025-08-31","telemarketing_call_date":"2026-05-01","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","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
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{"contact":{"id":"33536","email":"dawn.half2@gmail.com","first_name":"Dawn","last_name":"Half","phone":"7807005695","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":"334886","full_name":"Dawn M Half","members_type":"CAND","do_id":"L25C00519","lead_status":"Lapsed Member","new_member_date_2":"2024-02-29","city_1":"Edmonton","time_zone":"4","province":"AB","language":"English","phone_2":"7807005695","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":"2025-12-11T17:41:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00519","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-02-28","pcl_status":"P","pcl_completion_date":"2024-07-02","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"dawn.half2@gmail.com","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"29951","email":"kgmix@live.com","first_name":"Kristine","last_name":"Mix","phone":"4038944011","orgname":"KGM Accounting Services","customer_acct_name":"KGM Accounting Services","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0981","full_name":"Kristine Mix","members_type":"AST","city_1":"Lethbridge","province":"AB","language":"English","lead_status":"Renewed APX","new_member_date_2":"2015-11-19","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"239078","no_email_solicitation":"False","pds_march":"8","area_code":"403","time_zone":"4","blocnote":"May 8 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T11:07:00-04:00","intcode":"06","pipeline_1_lapsed_members":"","pds_may":"8","pds_july":"8","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"8","temp_do_id_for_auto_old_do_id":"AST0981","temp_intcode_for_auto_old_int_code":"06","date_of_renewal_identification":"2025-09-25","pds_september":"8","last_infoline_date_type":"2025-02-10","last_act_type":"2025-02-10","telemarketing_call_date":"2026-05-08","sendaigeneral":"2025-10-23T11:13:00-04:00","sendoctoberemail":"2025-10-23T11:13:04-04:00","sendaidate":"2025-12-01T10:13:56-05:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-23T11:14:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"31","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"kgmix@live.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"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, TMAI, recall pro","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\n2026-05-19 Dial no answer, phone: +12267814822\n2026 May 19 call reached voicemail, no conversation\n2026-05-21 Dial no answer, phone: +12267814822\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","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":"06","last_infoline_date_type":"2019-07-01","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","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-02-09","aitm_status_called":"2026-05-21T09:57:08-04:00","number_of_call_attempts":"7","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"05","retell_call_status":"ended","session_id":"call_1dceb2d084fe9399de74129406b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1dceb2d084fe9399de74129406b","npi_transcriptsummary":"The call reached the voicemail of the contact and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","number_of_total_call_attempts":"7"}},"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, TMAI","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\n2026 May 08 call reached Samm Robinson, office finance manager at ISL Insurance, but went to voicemail\n2026 May 11 reached Samm Robinson's voicemail at ISL Insurance\n2026 May 13 call reached voicemail at ISL Insurance office of finance manager Samm Robinson\n2026 May 15 reached voicemail at Sam Robinson's office, no direct contact with Samm\n2026 May 19 contact answered as Sam Robinson, office and finance manager at ISL Insurance\n2026 May 21 contact not available, in meeting, no callback scheduled\n2026 May 25 call reached voicemail at Sam Robinson's office, no conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:25:42-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00272","temp_intcode_for_auto_old_int_code":"06","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","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-25T11:25:42-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent reached a voicemail at the office of Sam Robinson, finance manager at ISL Insurance, and did not have a conversation with a human. The call was disconnected after reaching voicemail.","aitm_callsummarytitle":"Voicemail reached at Sam Robinson's office","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_93667592a43720c61d2991b6777","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_93667592a43720c61d2991b6777","mini_nps":"3","old_int_code":"03","number_of_calls_reached":"1","onesentencenotrenewed":"No conversation with the contact as call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction due to voicemail reached.","astotherreasonsnottorenew":"No interaction due to voicemail reached.","age_range":"Preferred not to say"}},"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":"2024-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"julia.gehl27@gmail.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"29994","email":"h2hyygalati@gmail.com","first_name":"Hiromi","last_name":"Galati","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":"Hiromi Galati","members_type":"CAND","city_1":"Toronto","province":"ON","language":"English","phone_2":"4165345502","lead_status":"Member","new_member_date_2":"2025-01-29","pipeline_2_members_only_ast":"AST to CAND","individual_id":"335984","cpa_certification":"PCP","no_email_solicitation":"False","last_engaged_date":"2025-05-09","area_code":"416","time_zone":"2","member_april":"1","intcode":"06","blocnote":"Oct 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-22T09:24:00-04:00","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":"LB2505319","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-12-26","telemarketing_call_date":"2025-10-22","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","old_do_id":"AST0499","npi_email_temp":"h2hyygalati@gmail.com","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"8954","email":"kfancey.locke@gmail.com","first_name":"Kelly","last_name":"Locke","phone":"7097264516","orgname":"NavSim Technology Inc.","customer_acct_name":"NavSim Technology Inc.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07685","province":"NL","full_name":"Kelly Locke","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"298172","area_code":"709","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500623","time_zone":"1","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-04-02","members_type":"CAND","paid_thru":"2022-01-31","new_member_date_2":"2021-02-19","temp_do_id_for_auto_old_do_id":"L25C07685","phone_2":"7097534919","last_act_type":"2021-02-19","pcl_status":"P","pcl_completion_date":"2021-05-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kfancey.locke@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"8912","email":"grenoda@cslfo.ca","first_name":"Danielle","last_name":"Grenon","phone":"6136917072","orgname":"Centre d' Excellence SAP des CSLFO","customer_acct_name":"Centre d' Excellence SAP des CSLFO","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Danielle Grenon","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2005-06-27","domain_1":"cslfo.ca","lapsed_expiration_date":"2022-08-03","individual_id":"50992","area_code":"613","region":"CDN","lead_status":"Refused","old_do_id":"LB2501171","time_zone":"2","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2018-09-14","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"May 13 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 24 202 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T09:30:00-05:00","organization_id":"91340","pds_july":"3","paid_thru":"2022-05-31","new_member_date_2":"2013-03-28","temp_do_id_for_auto_old_do_id":"LB2505285","temp_intcode_for_auto_old_int_code":"06","pds_august":"3","phone_2":"6137169043","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pds_september":"3","last_infoline_date_type":"2019-09-05","last_conf_date_type":"2021-06-09","last_act_type":"2022-01-11","pf2_status":"P","pf2_completion_date":"2008-05-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-08-08","number_of_passed_courses":"2","pds_october":"3","trc":"False","wera":"False","pds_november":"3","do_id":"LB2505285","npi_email_temp":"grenoda@cslfo.ca","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30220","email":"kchen686868@gmail.com","first_name":"Xiao","last_name":"Chen","phone":"4169998908","orgname":"Canada Goose","customer_acct_name":"Canada Goose","tags":"250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0245","full_name":"Xiao Zhu Chen","members_type":"AST","city_1":"Etobicoke","province":"ON","language":"English","phone_2":"4169998908","lead_status":"Renewed APX","new_member_date_2":"2015-11-25","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"239169","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"31","blocnote":"May 11 2026 Survey completed  Send resource email. She said that she has completed courses and she delayed getting work hours but now she has the require one year experience would like to know how to fill out docs.for certification.","pipeline_1_lapsed_members":"","cert_status":"PENDING","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:09:00-04:00","paid_thru":"2026-10-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0245","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-10-20","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2026-05-11","pcl_status":"P","pcl_completion_date":"2016-04-03","pf1_status":"P","pf1_completion_date":"2018-03-25","pf2_status":"P","pf2_completion_date":"2020-03-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-09-16","number_of_passed_courses":"4","trc":"False","wera":"False","sendaidate":"2026-05-11T11:08:58-04:00","npi_email_temp":"kchen686868@gmail.com","pcl_completion_date_5":"2021-04-03","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","old_int_code":"6","sendaigeneral":"2026-05-11T11:08:00-04:00","sendaiemail":"2026-05-11T11:08:58-04:00"}},"seriesid":"163"}
{"contact":{"id":"33699","email":"beizhou66@gmail.com","first_name":"Bei","last_name":"Zhou","phone":"9022401918","orgname":"Relaunch Immigration","customer_acct_name":"Relaunch Immigration","tags":"npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"individual_id":"334181","full_name":"Bei Zhou","members_type":"CAND","lead_status":"Renewed Lapsed","new_member_date_2":"2024-02-07","city_1":"Bedford","time_zone":"1","province":"NS","language":"English","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C00659","last_act_type":"2026-12-01","pcl_status":"P","pcl_completion_date":"2024-06-04","pf1_status":"P","pf1_completion_date":"2025-04-21","number_of_passed_courses":"2","intcode":"99","blocnote":"Novb 5 2025 vm\r\nLNC Dec 12 2025 Survey completed willing to renew.","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T10:12:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","sendapplicationform":"2025-12-12T10:11:00-05:00","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":"To get Canadian experience in payroll.","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":"Working with professionals in payroll.","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","old_int_code":"02","last_engaged_date":"2026-01-19","date_of_renewal_identification":"2026-01-13","npi_email_temp":"beizhou66@gmail.com","pf2_status":"F","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","pf2_completion_date":"2026-05-13"}},"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 to be called","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":"2026-06-03","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","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","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"8926","email":"funmilayobalogun77@gmail.com","first_name":"Funmilayo","last_name":"Eretan","phone":"2049221242","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Funmilayo Eretan","language":"English","origin":"Lapsed Spring 2024","individual_id":"323343","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-19","old_do_id":"L25A02147","members_type":"AST","province":"MB","area_code":"204","time_zone":"3","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-01-08","new_member_date_2":"2023-03-31","no_email_solicitation":"FALSE","blocnote":"Apr 3 2025 interview completed\n2026 May 08 contact refused to renew due to not getting a payroll job","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:47-04:00","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":"it was expensive since i was not doing payroll. I was just taking the courses","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am not really doing payroll","hardtoparticipateevents":"No","mini_nps":"1","age_range":"31-45","selfpayrollproficiency":"Basic","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":"L25A02147","temp_intcode_for_auto_old_int_code":"1","phone_2":"2049221242","last_act_type":"2024-08-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"funmilayobalogun77@gmail.com","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent spoke with Funmilayo Eretan regarding her lapsed NPI membership. Funmilayo rated her satisfaction as very low and declined to renew, citing that she never got a job in payroll and felt the membership was unnecessary. The call concluded with the agent thanking her for her time.","aitm_callsummarytitle":"Membership Non-Renewal Due to Career Outcome","onesentencenotrenewed":"Never got a job in payroll, so felt there was no need to renew.","initialvalue":"Designation","astotherreasonsnottorenew":"Never got a job in payroll, so felt there was no need to renew.","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","callsequence":"5 questions asked","date_of_renewal_identification":"","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_1f705b94b1fae05f539a634a987","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1f705b94b1fae05f539a634a987","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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":"2025-02-09","last_act_type":"2026-06-01","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","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"30167","email":"k.roux@monoserra.com","first_name":"Karine","last_name":"Roux","phone":"4183473355","orgname":"Bois Francs Bio Serra","customer_acct_name":"Bois Francs Bio Serra","tags":"payroll.ca visited, paie.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":"L25A02765","full_name":"Karine Roux","members_type":"AST","city_1":"SAINTE-MONIQUE-LAC-SAINT-JE","province":"QC","language":"French","phone_2":"4184800701","lead_status":"Lapsed Member","new_member_date_2":"2024-11-08","last_engaged_date":"2025-09-10","pipeline_2_members_only_ast":"","payroll_guidelines_march":"1","individual_id":"344263","no_email_solicitation":"False","late_breaking_payroll_news_april":"5","last_login_date":"2025-06-26T14:00:39-04:00","area_code":"418","time_zone":"2","payroll_guidelines_may":"1","resources_tools_may":"3","intcode":"15","pipeline_1_lapsed_members":"Lapsed Members","late_breaking_payroll_news_june":"1","paid_thru":"2025-10-31","sendjulyemail":"2025-09-09T11:09:00-04:00","blocnote":"px\r\n10 dec 2025 bv\n2026 May 08 call attempted but contact was inaudible, call ended without resolution.","sendmayemail":"2025-09-09T11:09:00-04:00","email2":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:45-04:00","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","dialogue_september":"2","temp_do_id_for_auto_old_do_id":"L25A02765","old_int_code":"06","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2025-04-07","last_act_type":"2025-04-07","number_of_passed_courses":"0","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-28","sendpreexpirationemail":"2025-11-18T10:24:00-05:00","mini_nps":"3","onesentencenotrenewed":"Contact was inaudible and unable to communicate.","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":"Unable to determine due to inaudible speech.","sendapplicationform":"2025-11-18T10:24:00-05:00","trc":"False","wera":"False","canceldate":"2026-01-06","old_do_id":"AST1231","npi_email_temp":"k.roux@monoserra.com","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Karine multiple times but was unable to hear her clearly due to inaudible speech. The call ended with the agent stating they would try calling back another time.","aitm_callsummarytitle":"Call ended due to inaudible speech","notrenewedwanttorenew":"No","initialvalue":"Other","astotherreasonsnottorenew":"Unable to communicate due to inaudible speech.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a58d77697d64eea89e313845a31","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a58d77697d64eea89e313845a31","number_of_calls_reached":"1"}},"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":"2024-06-03","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","latest_paid_thru":"2025-05-31"}},"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","latest_paid_thru":"2021-09-30","company_paid_thru":"2021-09-30","corp_cancel_date":"2021-12-02","company_status":"I"}},"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":"2024-01-03","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","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"9268","email":"himanics89@gmail.com","first_name":"Himani","last_name":"Chaudhary","phone":"4312457166","orgname":"CDI College","customer_acct_name":"CDI College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06834","province":"ON","full_name":"Himani Chaudhary","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-02-02","individual_id":"295583","area_code":"800","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500561","time_zone":"3","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":"L25C06834","phone_2":"4372457166","last_act_type":"2022-08-25","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":"2022-08-25","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"himanics89@gmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"29949","email":"ankita.gaglani@gmail.com","first_name":"Ankita","last_name":"Gaglani","phone":"9058156383","orgname":"Vialto Partners LLP","customer_acct_name":"Vialto Partners LLP","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02779","full_name":"Ankita Gaglani, CPA, CMA","members_type":"AST","city_1":"Brampton","province":"ON","language":"English","phone_2":"2896963887","lead_status":"Lapsed Member","new_member_date_2":"2017-11-23","pipeline_2_members_only_ast":"","individual_id":"258142","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"16","blocnote":"Dec 8 2025 vm Dec 15 2025 vm\n2026 Feb 27 reached voicemail, no human interaction\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 human interaction\n2026 Mar 09 call reached voicemail, no contact made\n2026 Mar 11 contact informed Ankita Gaglani departed, new contact Christina Samaru provided","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:48-04:00","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","paid_thru":"2025-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02779","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-05-11","pcl_status":"P","pcl_completion_date":"2018-03-04","pf1_status":"P","pf1_completion_date":"2018-10-21","pf2_status":"P","pf2_completion_date":"2019-01-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-12-04","number_of_passed_courses":"4","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-29","trc":"True","wera":"False","sendpreexpirationemail":"2025-11-25T10:38:00-05:00","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":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-11-25T10:38:00-05:00","canceldate":"2026-01-06","old_do_id":"AST0490","npi_email_temp":"ankita.gaglani@gmail.com","aitm_status_called":"2026-03-11T11:06:48-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was very brief and the user informed the agent that Ankita Gaglani has recently left Vialto and provided a new contact person, Christina Samaru, for assistance. No further conversation or renewal discussion took place.","aitm_callsummarytitle":"Contact Not Available - New Contact Provided","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":"08","number_of_calls_reached":"1","pcl_completion_date_5":"2023-03-04","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"31098","email":"workwithniyi@gmail.com","first_name":"Niyi","last_name":"Adekanmbi","phone":"8257335765","orgname":"","customer_acct_name":"","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":"Niyi Adekanmbi","lead_status":"Renewed Lapsed","members_type":"CAND","city_1":"Calgary","province":"AB","phone_2":"8257335765","pipeline_2_members_only_ast":"","new_member_date_2":"2024-12-04","no_email_solicitation":"False","area_code":"825","time_zone":"4","blocnote":"May 6 2025 need more info before making any decision","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T16:57:00-04:00","intcode":"99","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-06T16:56:00-04:00","nationalconferenceattend":"No","language":"English","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"345104","old_int_code":"11","paid_thru":"2027-01-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02820","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-09-02","telemarketing_call_date":"2025-06-05","number_of_passed_courses":"1","date_of_renewal_identification":"2026-02-10","trc":"True","wera":"False","npi_email_temp":"workwithniyi@gmail.com","old_do_id":"AST1630","ln_entered_date":"2026-02-04","pcl_status":"P","pcl_completion_date":"2026-04-21","pcl_completion_date_5":"2031-04-21","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","pf1_status":"E"}},"seriesid":"163"}
{"contact":{"id":"28988","email":"badeth24_azel@yahoo.com.ph","first_name":"Bernadette","last_name":"Amaraco","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","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":"L25C05376","full_name":"Bernadette Amaraco","members_type":"CAND","city_1":"Toronto","province":"ON","language":"English","phone_2":"2045835408","lead_status":"Lapsed Member","new_member_date_2":"2024-05-02","pipeline_2_members_only_ast":"","area_code":"416","time_zone":"2","individual_id":"325726","intcode":"06","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:45:00-05:00","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-07-04","old_do_id":"AST0035","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25C05376","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-02-05","pcl_status":"F","pcl_completion_date":"2023-08-17","pf1_status":"F","pf1_completion_date":"2023-10-18","pf2_status":"F","pf2_completion_date":"2023-11-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-05-02","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"badeth24_azel@yahoo.com.ph","pcl_completion_date_5":"2028-08-17","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"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","latest_paid_thru":"2023-01-31"}},"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, TMAI, recall pro","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\n2026 May 14 - Reached voicemail for Deborah Robinson; no message left.\n2026 May 14 - Reached voicemail\/answering system; contact said \"You've reached Deborah Robinson.\"\n2026 May 19 reached voicemail for Deborah Robinson\n2026 May 19 reached voicemail for Deborah Robinson\n2026 May 21 reached voicemail for Deborah Robinson\n2026 May 21 call reached voicemail, no conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:02-04:00","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":"2024-03-05","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","latest_paid_thru":"2023-11-30","thewithdrawaldate":"2024-02-03","aitm_status_called":"2026-05-21T11:52:03-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was an outbound attempt to reach Deborah Robinson, but it was disconnected after reaching voicemail.","aitm_callsummarytitle":"Voicemail reached, no conversation","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No renewal discussion occurred; contact did not express interest.","initialvalue":"Other","othermemberbenefit":"Not provided","prootherreasonsnottorenew":"No reason provided; call reached voicemail.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3fb2af0c4d13088b70903b70d9b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3fb2af0c4d13088b70903b70d9b","number_of_total_call_attempts":"7"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"89622","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"31","blocnote":"May 8 2026 Survey completed Send AI email. She said she already has certification.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T11:26:00-04:00","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":"31","last_infoline_date_type":"2026-04-29","last_act_type":"2026-04-29","telemarketing_call_date":"2026-05-08","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2026-05-08T11:26:18-04:00","npi_email_temp":"sherri.redshaw@cookmedical.com","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last 7 days","value_designation":"No","old_int_code":"6","sendaigeneral":"2026-05-08T11:26:00-04:00","sendaiemail":"2026-05-08T11:26:17-04:00"}},"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":"","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":"","nonactive_reason":"AST->CAND\/PRO","cpa_certification":"PCP","paid_thru":"2027-02-28","old_do_id":"L25A03120","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"L25A03120","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2026-04-05","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","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\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"31073","email":"jaube21@gmail.com","first_name":"Jeremy","last_name":"Aube","phone":"8077380729","orgname":"Independent First Nations Alliance","customer_acct_name":"Independent First Nations Alliance","tags":"npiAlert11, 260522 Lapsed DEL","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":"309441","individual_id":"322337","paid_thru":"2025-12-31","province":"ON","language":"English","phone_2":"8076334376","full_name":"Jeremy Aube","last_act_type":"2023-05-17","company_paid_thru":"2025-12-31","pcl_status":"F","pcl_completion_date":"2023-12-20","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"L25O04790","temp_do_id_for_auto_old_do_id":"L25O04790","npi_email_temp":"jaube21@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-06-01","old_do_id":"LB2505545","time_zone":"2","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","corp_cancel_date":"2026-03-03","company_status":"I"}},"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":"2020-06-10","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","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"30112","email":"jennifer@bookkeepingbyjen.ca","first_name":"Jennifer","last_name":"Robinson","phone":"7054575814","orgname":"Bookkeeping By Jen","customer_acct_name":"Bookkeeping By Jen","tags":"250205 AST Members, Lapsed Renewed, movePipe2, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00257","old_do_id":"AST1211","full_name":"Jennifer Robinson","members_type":"AST","city_1":"Marlbank","province":"ON","language":"English","lead_status":"Refused","new_member_date_2":"2024-01-05","individual_id":"332843","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","canceldate":"2025-03-04","no_email_solicitation":"FALSE","area_code":"705","time_zone":"2","intcode":"21","blocnote":"may 28 2025 just answered the one question about why she didnt renew her membership","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T11:57:00-04:00","onesentencenotrenewed":"The membership was very expensive and I am not doing much payroll anymore","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00257","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-10-10","last_act_type":"2025-04-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jennifer@bookkeepingbyjen.ca","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"9073","email":"hardrock_hopia@yahoo.com","first_name":"Hope","last_name":"Patterson","phone":"7802507920","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07695","province":"AB","full_name":"Hope Patterson","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-01-07","individual_id":"293462","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500107","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":"2020-10-28","temp_do_id_for_auto_old_do_id":"L25C07695","phone_2":"5873406922","last_act_type":"2020-10-28","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","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"hardrock_hopia@yahoo.com","pcl_completion_date_5":"2026-01-17","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"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","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"16189","email":"jessica.garand@yahoo.ca","first_name":"Jessica","last_name":"Garand","phone":"7805180252","orgname":"International Paper","customer_acct_name":"International Paper","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"full_name":"Jessica Garand","language":"English","individual_id":"64411","region":"CDN","do_id":"AST0503","members_type":"AST","city_1":"Grande Prairie","province":"AB","phone_2":"7805180252","lead_status":"Renewed APX","new_member_date_2":"2003-02-01","pipeline_2_members_only_ast":"Ongoing member to be called","no_email_solicitation":"False","time_zone":"4","blocnote":"Dec 4 2025 completed with renewal ( will renew soon)","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:22:00-05:00","intcode":"99","nationalconferenceattend":"No","nationalconferencenotattendreason":"The dates are not convenient for me","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":"AST0503","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2026-04-29","last_act_type":"2026-04-29","telemarketing_call_date":"2025-12-08","sendaigeneral":"2025-10-27T12:44:00-04:00","sendoctoberemail":"2025-10-27T12:44:39-04:00","sendaidate":"2025-10-27T12:44:40-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-27T12:45:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"02","number_of_passed_courses":"0","trc":"False","wera":"False","sendpreexpirationemail":"2025-12-04T14:00:00-05:00","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":"2025-12-04T14:01:00-05:00","date_of_renewal_identification":"2025-12-12","npi_email_temp":"jessica.garand@yahoo.ca","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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":"2024-03-05","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","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"30608","email":"renee.hergottcaseih@sasktel.net","first_name":"Renee","last_name":"McKinnon","phone":"3066822592","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334998","full_name":"Renee McKinnon","members_type":"CAND","do_id":"L25C00170","city_1":"Humboldt","language":"English","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","area_code":"306","time_zone":"3","blocnote":"15 April 2025 VM  23 April 2025 Not found","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T14:09:00-04:00","intcode":"21","old_do_id":"8","temp_do_id_for_auto_old_do_id":"L25C00170","temp_intcode_for_auto_old_int_code":"21","phone_2":"3062317719","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"renee.hergottcaseih@sasktel.net"}},"seriesid":"163"}
{"contact":{"id":"9191","email":"klaus@workflobooks.com","first_name":"Klaus","last_name":"Arp","phone":"7785225356","orgname":"Workflo Books Inc.","customer_acct_name":"Workflo Books Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01806","province":"BC","full_name":"Klaus Arp","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-01-27","domain_1":"workflobooks.com","lapsed_expiration_date":"2022-03-02","individual_id":"297189","area_code":"778","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-25","old_do_id":"LB2500467","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"07","blocnote":"may 16 2025 vm\r\nAug 11 2025 vm\r\nOct 30 2025 not available","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T12:06:00-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01806","temp_intcode_for_auto_old_int_code":"07","organization_id":"297188","old_int_code":"6","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"klaus@workflobooks.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"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","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"34630","email":"wildoat3@gmail.com","first_name":"Llana","last_name":"McCowan","phone":"4036168859","orgname":"Wild Oat Consulting Inc.","customer_acct_name":"Wild Oat Consulting Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"29597","full_name":"Llana McCowan","do_id":"L25A00527","language":"English","canceldate":"2024-02-03","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2019-12-03","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"06","blocnote":"june 9 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 May 08 reached voicemail of Donna McCowen, intended contact Llana not reached\n2026 May 08 call reached voicemail, no human answer\n2026 May 11 call reached voicemail\n2026 May 11 voicemail reached, no human answer\n2026 May 13 call reached voicemail, no conversation\n2026 May 13 call reached voicemail, no message left\n2026 May 15 call reached voicemail, no message left\n2026 May 15 call reached voicemail, no message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A00527","temp_intcode_for_auto_old_int_code":"6","phone_2":"4036168859","last_infoline_date_type":"2022-12-21","last_act_type":"2022-12-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"wildoat3@gmail.com","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:40-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent called Llana McCowen but reached her voicemail and did not leave a message.","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","session_id":"call_18d4d3deb128c3d216739977b98","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_18d4d3deb128c3d216739977b98","mini_nps":"3"}},"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, 260522 Lapsed DEL","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":"LB2507496","old_int_code":"6","last_act_type":"2025-07-02","company_paid_thru":"2027-05-31","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","npi_email_temp":"timothy.nazar@outlook.com","pcl_completion_date_5":"2029-05-23","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","do_id":"","company_status":"A"}},"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, 260522 Lapsed DEL","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":"2026-01-20","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","latest_paid_thru":"2025-11-30","corp_cancel_date":"2026-02-03","ln_entered_date":"2026-06-01","company_status":"I"}},"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","npi_email_temp":"michaeljohnson1001@msn.com","pcl_completion_date_5":"2023-09-17","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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":{"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":"2024-06-09","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","latest_paid_thru":"2025-08-31"}},"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, TMAI","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":"0","blocnote":"28 May 2025 VM\r\n10 September 2025 Not in the office\r\nLN \/ 11 December 2025 She doesn't work there anymore\n2026 May 08 contact informed Annette no longer works there, offered transfer to Wu Hee, asked for new contact info","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:28-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A00226","temp_intcode_for_auto_old_int_code":"08","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":"08","npi_email_temp":"ching11103@hotmail.com","pcl_completion_date_5":"2022-05-07","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:27-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called the corporate head office of I Property Management to speak with Annette regarding her NPI membership. The receptionist informed the agent that Annette no longer works there and offered to transfer the call to Wu Hee, asking if the call was about payroll. The agent explained the call's purpose and requested updated contact information for Annette.","aitm_callsummarytitle":"Contact not reached - Annette no longer at company","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_40360fcccca4e78f865cbc17b7b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_40360fcccca4e78f865cbc17b7b","number_of_calls_reached":"1"}},"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":"2025-08-05","last_act_type":"2025-08-05","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","latest_paid_thru":"2025-07-31"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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","latest_paid_thru":"2026-09-30","company_status":"A"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction\n2026 May 19 call reached voicemail, no human interaction\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no human answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T17:07:17-04:00","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","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-25T17:07:17-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was not answered by a human and went to voicemail.","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","session_id":"call_e3bb84bfbf70e5e65edbd22c7d3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e3bb84bfbf70e5e65edbd22c7d3","mini_nps":"3"}},"seriesid":"163"}
{"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":"2026-01-03","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","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"33646","email":"emilie_traversy@hotmail.com","first_name":"Emilie","last_name":"Traversy","phone":"4505682777","orgname":"Techno Feu","customer_acct_name":"Techno Feu","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"327190","full_name":"Emilie Traversy","members_type":"CAND","lead_status":"Not Relevant","new_member_date_2":"2024-02-22","city_1":"Saint-Elph?ge","time_zone":"2","province":"QC","language":"French","phone_2":"4508811269","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2505087","old_do_id":"L25C00606","last_act_type":"2026-03-13","date_of_renewal_identification":"2025-10-08","pcl_status":"F","pcl_completion_date":"2024-12-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"emilie_traversy@hotmail.com","last_conf_date_type":"2026-06-25","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail for Candice Knott\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail answered by Candice\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 voicemail reached for Candice Snodt\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:42-04:00","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":"L25A02903","temp_intcode_for_auto_old_int_code":"06","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","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:43-04:00","number_of_call_attempts":"8","number_of_total_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":"11","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_86efb7570ab689f104ed5b66bbd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_86efb7570ab689f104ed5b66bbd"}},"seriesid":"163"}
{"contact":{"id":"14407","email":"brandy@joycreationsltd.com","first_name":"Brandy","last_name":"Joyner","phone":"6043804469","orgname":"Joy Creations Ltd.","customer_acct_name":"Joy Creations Ltd.","tags":"241016 CDN, DELETE, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"language":"English","domain_1":"joycreationsltd.com","time_zone":"5","area_code":"604","region":"CDN","lead_status":"Lapsed Member","individual_id":"174043","members_type":"CORP","do_id":"L25O00622","coidnewmbrdate":"2021-01-29","city_1":"Maple Ridge","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 26 2025 vm  Sept 5 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T16:23:00-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00622","temp_intcode_for_auto_old_int_code":"6","organization_id":"174042","full_name":"Brandy Joyner","last_infoline_date_type":"2020-10-12","last_act_type":"2025-02-27","pcl_status":"F","pcl_completion_date":"2011-01-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"brandy@joycreationsltd.com","pcl_completion_date_5":"2016-01-14","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30387","email":"amy.pillon@pernod-ricard.com","first_name":"Amy","last_name":"Pillon","phone":"5195615087","orgname":"Pernod Ricard North America","customer_acct_name":"Pernod Ricard North America","tags":"250217 Lapsed, NPIdealed, 250529 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00343","individual_id":"306971","full_name":"Amy Pillon, Non-CPA","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"29 May 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-29T10:47:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00343","temp_intcode_for_auto_old_int_code":"16","province":"ON","organization_id":"306972","last_act_type":"2021-05-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amy.pillon@pernod-ricard.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"30195","email":"jryksen@jmraccounting.com","first_name":"Joanne","last_name":"Ryksen","phone":"5196175119","orgname":"JMR Accounting & Bookkeeping","customer_acct_name":"JMR Accounting & Bookkeeping","tags":"250205 AST Members, fixDhms, fixTelemarketingMay, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1241","full_name":"Joanne Ryksen","members_type":"AST","city_1":"Brownsville","province":"ON","language":"English","phone_2":"5196175119","lead_status":"Renewed APX","new_member_date_2":"2020-09-04","last_engaged_date":"2026-02-25","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"292148","no_email_solicitation":"False","area_code":"519","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendmayemail":"2025-05-28T10:12:00-04:00","blocnote":"may 28 2025 completed","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T10:13:29-04:00","old_int_code":"1","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1241","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2026-03-20","last_act_type":"2026-03-20","telemarketing_call_date":"2025-05-28","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:56-05:00","npi_email_temp":"jryksen@jmraccounting.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"old_do_id":"LB2505005","full_name":"Dominicus Rusdin- Lucas, MBA","members_type":"CORP","city_1":"Mississauga","province":"ON","language":"English","lead_status":"Lapsed DEL","new_member_date_2":"2021-03-03","pipeline_2_members_only_ast":"","individual_id":"170197","coidnewmbrdate":"2024-03-11","pipeline_1_lapsed_members":"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","temp_do_id_for_auto_old_do_id":"L25O05610","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":"2025-04-11","last_act_type":"2025-04-11","company_paid_thru":"2026-02-28","date_of_renewal_identification":"","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":"L25O05610","npi_email_temp":"drusdin@gmail.com","pcl_completion_date_5":"2015-07-23","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","ln_entered_date":"2026-05-26","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"31081","email":"danaleeparkinson@gmail.com","first_name":"Dana","last_name":"Parkinson","phone":"6046971830","orgname":"Axis Insurance","customer_acct_name":"Axis Insurance","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"members_type":"CORP","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-05-28","individual_id":"247834","organization_id":"347436","canceldate":"2018-08-02","pds_july":"3","paid_thru":"2027-01-31","new_member_date_2":"2017-05-29","province":"BC","language":"English","pds_august":"3","phone_2":"6047642442","full_name":"Dana Parkinson, CPHR, CEBS","pds_september":"3","last_infoline_date_type":"2026-03-26","last_act_type":"2026-03-26","company_paid_thru":"2027-01-31","number_of_passed_courses":"1","pds_october":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pds_november":"3","do_id":"LB2504858","temp_do_id_for_auto_old_do_id":"LB2504858","npi_email_temp":"danaleeparkinson@gmail.com","pcl_status":"P","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","pcl_completion_date":"2026-05-13","pcl_completion_date_5":"2031-05-13","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"9016","email":"clara.fernandes@canadaguaranty.ca","first_name":"Clara","last_name":"Fernandes","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":"L25O01696","province":"ON","extension_phone_1":"7025","full_name":"Clara Fernandes","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2012-05-03","domain_1":"canadaguaranty.ca","lapsed_expiration_date":"2022-07-05","individual_id":"213551","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500978","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":"2025-12-08T11:42:00-05:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O01696","temp_intcode_for_auto_old_int_code":"6","organization_id":"198906","pds_august":"1","pds_september":"1","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"clara.fernandes@canadaguaranty.ca","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"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":"2022-07-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"garyctyoung@gmail.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"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, 260522 Lapsed DEL","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":"2026-05-28","intcode":"99","organization_id":"127334","individual_id":"277348","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T13:55:00-04:00","paid_thru":"2027-01-31","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":"2027-01-31","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\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"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","latest_paid_thru":"2025-07-31","company_paid_thru":"2025-07-31","corp_cancel_date":"2025-10-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30956","email":"malikkirin@yahoo.com","first_name":"Kirin","last_name":"Malik","phone":"6477398686","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":"333113","full_name":"Kirin Malik","members_type":"CAND","do_id":"L25C00357","city_1":"Oshawa","province":"ON","language":"English","phone_2":"6477398686","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":"L25C00357","last_act_type":"2024-01-25","pf1_status":"F","pf1_completion_date":"2024-04-17","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"14","blocnote":"LNC Nov 26 2025 She said that she did not have time for courses and may become a member in the future.","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:27:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"14","npi_email_temp":"malikkirin@yahoo.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2025-05-31"}},"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, npiAlert20, AI Contacts sent to TM 2026, 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":"Pre-membership expiration","individual_id":"235538","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"10","sendaprilemail":"Yes","sendpreexpirationemail":"2025-07-21T12:39:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T12:40:00-04:00","blocnote":"June 1 2026 Suzanne is out of town for a couple of weeks.","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":"10","last_act_type":"2025-03-06","telemarketing_call_date":"2026-05-01","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":"06","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","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16"}},"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 to be called","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":"2025-11-09","last_act_type":"2026-02-03","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","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","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"33561","email":"younghee.kristy.tea@gmail.com","first_name":"Younghee","last_name":"Tea","phone":"4164696441","orgname":"Toronto East General Hospital","customer_acct_name":"Toronto East General Hospital","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"253339","full_name":"Younghee Tea, PCP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2017-06-06","coidnewmbrdate":"1991-06-01","city_1":"Toronto","time_zone":"2","province":"ON","language":"English","phone_2":"6477109024","pipeline_1_lapsed_members":"","canceldate":"2025-04-07","cpa_certification":"CPM","cert_status":"ACTIVE","intcode":"99","blocnote":"16 April 2025 VM\r\n24 April 2025 Number not found - will try again\r\n03 September 2025 Number not found","organization_id":"8079","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T19:46:00-04:00","old_int_code":"08","temp_do_id_for_auto_old_do_id":"LB2507726","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2507726","last_act_type":"2026-02-27","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2017-08-21","pf1_status":"P","pf1_completion_date":"2017-11-20","pf2_status":"P","pf2_completion_date":"2018-03-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-05-09","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"younghee.kristy.tea@gmail.com","pcl_completion_date_5":"2022-08-21","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","last_infoline_date_type":"2026-02-24","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"33637","email":"hotval74@hotmail.com","first_name":"Valerie","last_name":"Pagano","phone":"5142588458","orgname":"Les Services Direct Travel","customer_acct_name":"Les Services Direct Travel","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"310308","full_name":"Valerie Pagano","members_type":"CORP","do_id":"","lead_status":"Refused","new_member_date_2":"2022-02-18","city_1":"Saint-Eustache","time_zone":"2","province":"QC","language":"French","phone_2":"5142588458","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","pds_july":"1","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C00597","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_infoline_date_type":"2024-02-05","last_act_type":"2026-01-16","pcl_status":"E","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","organization_id":"358672","npi_email_temp":"hotval74@hotmail.com","formatted_paid_thru":"31\/12\/2026","company_paid_thru":"2026-12-31","latest_paid_thru":"2026-12-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00597","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30187","email":"mcharette@sthuberttoyota.com","first_name":"Micheline","last_name":"Charette","phone":"4504434334","orgname":"St Hubert Toyota","customer_acct_name":"St Hubert Toyota","tags":"payroll.ca visited, paie.ca visited, Member portal, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0234","full_name":"Micheline Charette","members_type":"AST","city_1":"St-Hubert","province":"QC","language":"French","phone_2":"5148939983","lead_status":"Renewed APX","last_engaged_date":"2025-05-31","last_login_date":"2025-02-26T10:34:00-05:00","new_member_date_2":"2022-12-14","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"319697","no_email_solicitation":"False","area_code":"450","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","sendjulyemail":"2025-07-23T10:14:00-04:00","blocnote":"px \r\ncompleter 10 dec 2025","sendmayemail":"2025-07-23T10:14:00-04:00","email2":"","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:04:00-05:00","full_name_2":" ","paid_thru":"2026-11-30","temp_do_id_for_auto_old_do_id":"AST0234","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-11-27","last_act_type":"2026-01-13","telemarketing_call_date":"2025-12-10","old_int_code":"01","number_of_passed_courses":"0","date_of_renewal_identification":"2026-01-15","trc":"False","wera":"False","sendpreexpirationemail":"2025-12-10T11:02:00-05:00","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":"2025-11-27T10:37:00-05:00","did_not_find_it_beneficial_specify_why":"","notrenewedwanttorenew":"No","npi_email_temp":"mcharette@sthuberttoyota.com","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Ian Baxter","lead_status":"Lapsed DEL","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":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2505437","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-04-11","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":"2025-04-11","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","latest_paid_thru":"2026-04-30","company_status":"A"}},"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","npi_email_temp":"kishansugunakumar@gmail.com","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"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","npi_email_temp":"mariagrimaldo@hotmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33515","email":"laura.sin21@gmail.com","first_name":"Laura","last_name":"Sinclair","phone":"2364891702","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":"334463","full_name":"Laura Sinclair","members_type":"CAND","do_id":"L25C00508","lead_status":"Lapsed Member","new_member_date_2":"2024-02-16","city_1":"Victoria","time_zone":"5","province":"BC","language":"English","phone_2":"2364891702","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00508","last_act_type":"2024-02-15","pcl_status":"F","pcl_completion_date":"2024-06-04","pf1_status":"F","pf1_completion_date":"2024-09-23","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LNC \/ 26 November 2025 Completed - She may renew next year but not now","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:33:00-05:00","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","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"she may change from 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":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"18 to 30 years","selfpayrollproficiency":"Advance","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"laura.sin21@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"30125","email":"marie-eve.rodrigue@novolex.com","first_name":"Marie-Eve","last_name":"Rodrigue","phone":"5146454571","orgname":"DeLuxe Produits de Papier Inc.","customer_acct_name":"DeLuxe Produits de Papier Inc.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"L25A02826","full_name":"Marie-Eve Rodrigue","members_type":"AST","city_1":"Montr\u00e9al-Est","province":"QC","language":"French","phone_2":"8195803532","lead_status":"Lapsed Member","new_member_date_2":"2018-12-13","pipeline_2_members_only_ast":"","individual_id":"267255","no_email_solicitation":"False","pds_march":"3","area_code":"514","time_zone":"2","intcode":"03","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"3","pds_july":"3","paid_thru":"2025-11-30","pds_august":"3","extension_phone_1":"228","temp_do_id_for_auto_old_do_id":"L25A02826","temp_intcode_for_auto_old_int_code":"03","pds_september":"3","last_infoline_date_type":"2025-03-04","last_act_type":"2025-03-04","blocnote":"px 10 dec 2025 bv\n2026 May 08 call ended at company directory, unable to reach Marie-Eve Rodrigue","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:50-04:00","pcl_status":"P","pcl_completion_date":"2019-04-07","pf1_status":"P","pf1_completion_date":"2019-10-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-12-14","number_of_passed_courses":"3","pds_october":"3","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-30","trc":"True","wera":"False","pds_november":"3","npi_email_temp":"marie-eve.rodrigue@novolex.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST1216","pcl_completion_date_5":"2024-04-07","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was made to Deluxe Paper Products in Montreal, but the agent was unable to reach the intended contact, Marie-Eve Rodrigue, as the system repeatedly asked for the name and eventually stated that the call could not be connected. The call ended without reaching a human or completing any survey or renewal process.","aitm_callsummarytitle":"Call not connected to contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ef7218296299760f9c0a0e0bd07","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ef7218296299760f9c0a0e0bd07","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"28969","email":"cnelsonconroy@millerthomson.com","first_name":"Cindy","last_name":"Conroy","phone":"7804299489","orgname":"Miller Thomson","customer_acct_name":"Miller Thomson","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Breaking News, Dialogue Magazine, 250205 AST Members, 250903 Update AST from Mem Portal, 251120 changed int_code to 99, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Cindy Nelson Conroy","members_type":"CORP","city_1":"Bracebridge","province":"ON","language":"English","phone_2":"9058360377","lead_status":"Not Relevant","last_engaged_date":"2025-06-24","new_member_date_2":"2019-10-16","pipeline_2_members_only_ast":"","individual_id":"160602","canceldate":"2025-09-26","no_email_solicitation":"False","pds_march":"4","area_code":"905","time_zone":"2","intcode":"99","blocnote":"june 2 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-15T10:43:00-04:00","payroll_guidelines_may":"1","pipeline_1_lapsed_members":"","sendaprilemail":"Yes","sendmayemail":"2025-06-02T14:46:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pds_may":"4","last_login_date":"2025-06-23T12:14:51-04:00","member_june":"2","dialogue_june":"1","resources_tools_june":"5","payroll_guidelines_june":"2","old_int_code":"11","pds_july":"4","paid_thru":"2027-02-28","old_do_id":"LB2504800","date_of_renewal_identification":"2025-10-02","pds_august":"4","organization_id":"348591","temp_do_id_for_auto_old_do_id":"LB2504800","temp_intcode_for_auto_old_int_code":"99","pds_september":"4","last_infoline_date_type":"2026-01-20","last_act_type":"2026-01-20","company_paid_thru":"2027-02-28","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"cnelsonconroy@millerthomson.com","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","do_id":"","company_status":"A"}},"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":"2023-01-07","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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"33493","email":"businessall41@gmail.com","first_name":"Le","last_name":"Hoang","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"298825","full_name":"Le Minh Hoang","members_type":"CAND","do_id":"L25C00497","lead_status":"Refused","new_member_date_2":"2021-03-15","city_1":"Vancouver","time_zone":"5","province":"BC","language":"English","phone_2":"7782514220","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":"L25C00497","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-13","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2021-10-05","pf2_status":"F","pf2_completion_date":"2023-02-06","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"businessall41@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"242972","no_email_solicitation":"False","pds_march":"2","area_code":"905","time_zone":"2","blocnote":"May 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T10:23:00-04:00","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":"06","last_engaged_date":"2025-05-29","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","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":"06","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":"2026-10-02","telemarketing_call_date":"2026-05-01","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","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"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":{"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","latest_paid_thru":"2024-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"313426","no_email_solicitation":"False","area_code":"905","time_zone":"2","intcode":"06","blocnote":"May 11 2026 vm","last_engaged_date":"2025-10-01","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:19:00-04:00","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":"2026-10-03","telemarketing_call_date":"2026-05-11","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","latest_paid_thru":"2027-04-30"}},"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","ip4":"0.0.0.0","fields":{"do_id":"AST03318","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":"Renewed AST","last_engaged_date":"2026-01-14","old_do_id":"L25C06859","time_zone":"3","members_type":"AST","phone_2":"2046154934","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T16:51:00-05:00","blocnote":"LNC \/ 19 November 2025 VM","canceldate":"2023-01-05","paid_thru":"2027-04-30","new_member_date_2":"2026-05-20","temp_do_id_for_auto_old_do_id":"AST03318","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-05-22","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"hazelperey@gmail.com","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","date_of_renewal_identification":"2026-05-21","pipeline_2_members_only_ast":"Ongoing member to be called","ai_entered_date":"2026-05-21","telemarketing_call_date":"2025-11-19"}},"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":"2025-09-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tawnia.kruse@mcdermott.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"251063","no_email_solicitation":"False","pds_march":"2","area_code":"905","time_zone":"2","intcode":"31","blocnote":"May 4 2026 Survey completed send email","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T10:11:00-04:00","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":"31","pds_september":"2","last_act_type":"2026-02-25","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2026-05-04","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","sendaidate":"2026-05-04T10:10:52-04:00","last_engaged_date":"2026-05-04","pds_november":"2","npi_email_temp":"jennifer.mackay@hsc.on.ca","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","phone_2":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last month","value_designation":"No","old_int_code":"6","sendaigeneral":"2026-05-04T10:10:00-04:00","sendaiemail":"2026-05-04T10:10:51-04:00","last_infoline_date_type":"2026-02-25"}},"seriesid":"163"}
{"contact":{"id":"33696","email":"mplummer@regionofqueens.com","first_name":"Mallory","last_name":"Plummer","phone":"9023543453","orgname":"Region of Queens Municipality","customer_acct_name":"Region of Queens Municipality","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321654","full_name":"Mallory Plummer","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-02-09","city_1":"Liverpool","time_zone":"1","province":"NS","language":"English","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00656","last_act_type":"2024-02-16","pcl_status":"P","pcl_completion_date":"2023-12-04","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 14 November 2025 She no longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T08:43:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","old_int_code":"16","trc":"True","wera":"False","npi_email_temp":"mplummer@regionofqueens.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00656","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"2026-02-18","blocnote":"May 11 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:35:00-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","telemarketing_call_date":"2026-05-11","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":"99","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"10877","email":"sanjafrost@hotmail.com","first_name":"Sanja","last_name":"Frost","phone":"2508820407","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":"LB2503757","full_name":"Sanja Frost","language":"English","origin":"Lapsed Spring 2024","individual_id":"319134","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001918","members_type":"CAND","province":"BC","area_code":"250","time_zone":"5","phone_2":"2508820407","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Mar 17 2025 Refused with explanation","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T22:14:00-04:00","onesentencenotrenewed":"I am no longer interested in a payroll position.","canceldate":"2024-02-03","paid_thru":"2023-11-30","new_member_date_2":"2022-11-29","temp_do_id_for_auto_old_do_id":"LB2503757","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-29","pcl_status":"F","pcl_completion_date":"2023-03-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sanjafrost@hotmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"29498","email":"spathela@marvell.com","first_name":"Sakshi","last_name":"Pathela","phone":"8016572637","orgname":"Marvell Semiconductor Inc.","customer_acct_name":"Marvell Semiconductor Inc.","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":"L25A02821","full_name":"Sakshi Pathela","members_type":"AST","city_1":"Fremont","province":"CA","language":"English","phone_2":"8016572637","lead_status":"Lapsed Member","new_member_date_2":"2024-12-04","pipeline_2_members_only_ast":"","individual_id":"344712","no_email_solicitation":"False","time_zone":"5","intcode":"15","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-20T17:51:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-02T13:43:02-05:00","blocnote":"20 May 2025 Completed\n2026 Mar 02 call started with identity confirmation and introduction but disconnected early","resourceaware":"Yes","resourcevisitedselfreport":"Last month","value_designation":"No","pipeline_1_lapsed_members":"Lapsed Members","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":"L25A02821","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2025-03-11","last_act_type":"2025-03-11","telemarketing_call_date":"2025-05-20","number_of_passed_courses":"0","date_of_renewal_identification":"","trc":"False","wera":"False","npi_email_temp":"spathela@marvell.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST1103","aitm_status_called":"2026-03-02T13:43:02-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Sakshi and began the conversation by confirming identity and introducing the call purpose related to the National Payroll Institute membership. However, the call was disconnected shortly after the introduction without completing the survey or further discussion.","aitm_callsummarytitle":"Call started but disconnected 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":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"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, TMAI, recall pro","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\n2026 May 12 call reached voicemail, no contact made\n2026 May 12 call reached voicemail, no contact made\n2026 May 14 - Reached voicemail; left no message\n2026 May 14 - Reached voicemail; left no message\n2026 May 19 call reached voicemail.\n2026 May 19 reached voicemail after contact identified as Evelyn\n2026 May 21 reached voicemail, message left\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:11-04:00","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":"2024-01-07","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","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-21T12:52:03-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went to voicemail immediately upon dialing.","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","session_id":"call_b75601fed4d40ff6edadafb4bf4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b75601fed4d40ff6edadafb4bf4","initialvalue":"Other","age_range":"Preferred not to say","mini_nps":"3","onesentencenotrenewed":"No response was obtained; voicemail reached.","othermemberbenefit":"Voicemail contact only","prootherreasonsnottorenew":"Voicemail reached; no reason provided","number_of_total_call_attempts":"7"}},"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":"2026-07-04","last_act_type":"2026-07-04","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","latest_paid_thru":"2026-04-30"}},"seriesid":"163"}
{"contact":{"id":"9063","email":"sliu3328@gmail.com","first_name":"Shanshan","last_name":"Liu","phone":"3659927954","orgname":"","customer_acct_name":"","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":"L25P02474","full_name":"Shanshan Liu","language":"English","origin":"Lapsed Spring 2024","individual_id":"306756","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503937","members_type":"PRO","province":"ON","area_code":"365","time_zone":"2","phone_2":"3659927954","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:08-04:00","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 just to learn about payroll","notrenewednolongerinpayroll":"No","notrenewednobenefit":"Not in in payroll","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The cost of the membership was an extra financial burden.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I changed to another position","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","blocnote":"Mar 11 2025 survey completed\n2026 May 25 call reached voicemail.\n2026 May 25 call reached voicemail.","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2023-10-31","new_member_date_2":"2021-11-02","temp_do_id_for_auto_old_do_id":"L25P02474","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-06-12","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":"2022-02-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sliu3328@gmail.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","thewithdrawaldate":"2024-01-05","aitm_status_called":"2026-05-25T12:32:06-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"1","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_aed81501df0fa02aef21aa48d51","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_aed81501df0fa02aef21aa48d51","number_of_total_call_attempts":"2"}},"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","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"8963","email":"kgraham@velcro.com","first_name":"Kathy","last_name":"Graham","phone":"9057911630","orgname":"Velcro Canada","customer_acct_name":"Velcro Canada","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00116","province":"ON","full_name":"Kathy Graham","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1999-03-01","domain_1":"velcro.com","lapsed_expiration_date":"2023-05-02","individual_id":"223976","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO00361","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":"2025-12-08T11:25:00-05:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00116","temp_intcode_for_auto_old_int_code":"6","organization_id":"25299","pds_august":"7","pds_september":"7","last_infoline_date_type":"2022-10-03","last_act_type":"2025-10-04","pcl_status":"F","pcl_completion_date":"2019-11-21","number_of_passed_courses":"0","pds_october":"7","trc":"True","wera":"False","pds_november":"7","npi_email_temp":"kgraham@velcro.com","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8916","email":"ckirkham@ral.ca","first_name":"Carolyn","last_name":"Kirkham","phone":"6047369466","orgname":"Robert Allan Ltd","customer_acct_name":"Robert Allan Ltd","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O02018","extension_phone_1":"291","full_name":"Carolyn Kirkham","language":"English","origin":"Lapsed Members2022","explicit_consent_date":"2010-08-04","domain_1":"ral.ca","individual_id":"240714","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2501971","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2020-07-31","temp_do_id_for_auto_old_do_id":"L25O02018","organization_id":"172303","phone_2":"7789996183","members_type":"CORP","last_act_type":"2020-09-28","intcode":"06","blocnote":"LN Oct 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T16:41:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ckirkham@ral.ca","formatted_paid_thru":"31\/07\/2020","latest_paid_thru":"2020-07-31","company_paid_thru":"2020-07-31","corp_cancel_date":"2020-10-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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":"2026-04-13","last_act_type":"2026-04-13","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","latest_paid_thru":"2026-10-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"321228","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"May 11 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:02:00-04:00","intcode":"06","nationalconferenceattend":"No","pipeline_1_lapsed_members":"","old_int_code":"99","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":"06","last_infoline_date_type":"2025-08-09","last_act_type":"2026-01-30","telemarketing_call_date":"2026-05-11","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","latest_paid_thru":"2027-01-31"}},"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":"2023-06-03","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","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"33475","email":"tltcarson@gmail.com","first_name":"Tracy","last_name":"Carson","phone":"2504991416","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":"300881","full_name":"Tracy Carson","members_type":"CAND","do_id":"L25C00488","lead_status":"Lapsed Member","new_member_date_2":"2024-02-08","city_1":"Keremeos","time_zone":"5","province":"BC","language":"English","phone_2":"2504991416","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00488","last_act_type":"2024-03-18","pcl_status":"P","pcl_completion_date":"2021-06-14","pf1_status":"F","pf1_completion_date":"2024-05-06","number_of_passed_courses":"1","blocnote":"LNC Nov 13 2025 refused","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T12:21:00-05:00","intcode":"11","temp_intcode_for_auto_old_int_code":"11","trc":"True","wera":"False","npi_email_temp":"tltcarson@gmail.com","pcl_completion_date_5":"2026-06-14","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"30315","email":"barmstrong@bvcu.com","first_name":"Borden","last_name":"Armstrong","phone":"2508477980","orgname":"Bulkley Valley Credit Union","customer_acct_name":"Bulkley Valley Credit Union","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00227","individual_id":"291642","full_name":"Borden Armstrong","language":"English","time_zone":"5","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":"2025-12-11T16:00:00-05:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00227","temp_intcode_for_auto_old_int_code":"6","province":"BC","organization_id":"62240","phone_2":"2508476080","last_infoline_date_type":"2020-10-30","last_act_type":"2023-12-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"barmstrong@bvcu.com","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8960","email":"melissa.mitchell@ehc-global.com","first_name":"Melissa","last_name":"Mitchell","phone":"9054323200","orgname":"EHC Canada, Inc","customer_acct_name":"EHC Canada, Inc","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O02240","province":"ON","full_name":"Melissa Mitchell","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1993-08-01","domain_1":"ehc-global.com","lapsed_expiration_date":"2022-08-03","individual_id":"47535","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501170","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 13 2025 not in call back\r\nMay 14 2025 vm\r\nJuly 16 2025 Not in this week.\r\nAug 5 2025 not in this week\r\nLN Oct 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-14T11:29:00-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O02240","temp_intcode_for_auto_old_int_code":"06","organization_id":"9013","pds_august":"2","pds_september":"2","old_int_code":"10","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"melissa.mitchell@ehc-global.com","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"30285","email":"fpatel_2000@yahoo.com","first_name":"Farhana","last_name":"Patel","phone":"4163650505","orgname":"Evergreen College","customer_acct_name":"Evergreen College","tags":"DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25P00049","individual_id":"216728","full_name":"Farhana Patel","canceldate":"2023-04-04","members_type":"PRO","language":"English","time_zone":"2","lead_status":"Refused","new_member_date_2":"2014-02-28","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"28 May 2025 She doesn't work there","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T14:51:00-04:00","old_int_code":"12","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25P00049","temp_intcode_for_auto_old_int_code":"21","phone_2":"6479890939","last_act_type":"2023-03-07","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":"fpatel_2000@yahoo.com","pcl_completion_date_5":"2018-09-26","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"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","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","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":"2026-02-17","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","latest_paid_thru":"2027-01-31"}},"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","latest_paid_thru":"2023-03-31"}},"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","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"30514","email":"tatiana@a-accounting.ca","first_name":"Tatiana","last_name":"Avdeeva","phone":"6136865136","orgname":"A-Accounting Inc.","customer_acct_name":"A-Accounting Inc.","tags":"250214 NPI Emails to recovered and need to update AC, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00574","individual_id":"330165","individual_id_2":"331359","full_name":"Tatiana Avdeeva, CPB Canada","full_name_2":"Caitlin Pletz","email2":"tatiana.bookkeeping@gmail.com ; caitlin@a-accounting.ca","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"15 April 2025 They didn't value in it","dhmsfin_telemarketing_last_contacted_date":"2025-04-15T14:06:00-04:00","onesentencenotrenewed":"She didn't find value in it","intcode":"21","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25O00574","temp_intcode_for_auto_old_int_code":"21","province":"ON","organization_id":"331358.0","last_act_type":"2023-11-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tatiana@a-accounting.ca","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"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":"2022-06-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cfournier@ombudsman.on.ca","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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, TMAI","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":"4166388355","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-03-27","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","intcode":"0","blocnote":"16 April 2025 VM\r\n24 April 2025 VM\r\n03 September 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 15 call reached automated system for Dish Unlimited, no human contact.","paid_thru":"2025-12-31","date_of_renewal_identification":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T13:18:46-04:00","temp_do_id_for_auto_old_do_id":"L25P02587","temp_intcode_for_auto_old_int_code":"08","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","latest_paid_thru":"2025-12-31","thewithdrawaldate":"2025-03-27","aitm_status_called":"2026-05-15T13:18:46-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call reached an automated system for Dish Unlimited, which provided extension options and requested a message. The agent ended the call after the automated message.","aitm_callsummarytitle":"Call reached automated system","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8d64e434570e3a2a74da9df793f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8d64e434570e3a2a74da9df793f","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8952","email":"shrishti.vasudeva123@gmail.com","first_name":"Shrishti","last_name":"Vasudeva","phone":"2507970832","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":"LB2503760","full_name":"Shrishti Vasudeva","language":"English","origin":"Lapsed Spring 2024","individual_id":"319293","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001921","members_type":"CAND","province":"BC","area_code":"250","time_zone":"5","phone_2":"2507970832","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"10 March 2025 VM\r\n18 March 2025 Didn't give any reason","dhmsfin_telemarketing_last_contacted_date":"2025-03-18T14:19:00-04:00","intcode":"21","canceldate":"2024-01-05","notrenewedother":"Refused","pipeline_2_members_only_ast":"","paid_thru":"2023-10-31","new_member_date_2":"2022-11-28","temp_do_id_for_auto_old_do_id":"LB2503760","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-07-06","pcl_status":"F","pcl_completion_date":"2023-03-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shrishti.vasudeva123@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"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":"2024-01-03","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","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"34629","email":"kathy.macleod@concentrix.com","first_name":"Kathy","last_name":"MacLeod","phone":"6133307670","orgname":"Concentrix","customer_acct_name":"Concentrix","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"291838","full_name":"Kathy MacLeod, PMP","language":"English","canceldate":"2021-10-02","time_zone":"2","area_code":"613","members_type":"AST","new_member_date_2":"2020-08-26","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"01","blocnote":"June 10 2025 vm\r\nSept 3 2025 vm\n2026 May 08 reached voicemail, no contact with Kathy MacLeod\n2026 May 08 contact answered, retired and declined survey","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:04-04:00","paid_thru":"2021-07-31","temp_do_id_for_auto_old_do_id":"L25A01071","temp_intcode_for_auto_old_int_code":"01","phone_2":"6133628550","last_act_type":"2020-08-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kathy.macleod@concentrix.com","formatted_paid_thru":"31\/07\/2021","latest_paid_thru":"2021-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Kathy MacLeod and informed her about the lapsed membership. Kathy stated she retired and declined to answer survey questions. The call ended politely with no further action taken.","aitm_callsummarytitle":"Contact retired, declined survey","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6f3f744dabb8ed35f0ff75ec853","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6f3f744dabb8ed35f0ff75ec853","onesentencenotrenewed":"Contact retired and therefore chose not to renew membership.","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01071","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"31396","email":"kvaneck14@gmail.com","first_name":"Kiley","last_name":"Van-Eck","phone":"2042576666","orgname":"Arnold Bros Transport Ltd.","customer_acct_name":"Arnold Bros Transport Ltd.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"267919","full_name":"Kiley Van-Eck, PLP","members_type":"CORP","new_member_date_2":"2020-07-21","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2042917679","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","area_code":"204","time_zone":"3","blocnote":"April 16 2025 Kiley no longer there and her replacement says she has basic membership.","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T14:04:00-04:00","canceldate":"2025-03-14","cpa_certification":"CPM","cert_status":"ACTIVE","intcode":"99","old_do_id":"LB2505966","notrenewednolongerinpayroll":"Yes","organization_id":"116880","pipeline_2_members_only_ast":"","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2505966","temp_intcode_for_auto_old_int_code":"99","extension_phone_1":"205","old_int_code":"21","last_act_type":"2025-03-14","company_paid_thru":"2027-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2019-01-07","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":"kvaneck14@gmail.com","pcl_completion_date_5":"2024-01-07","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30408","email":"laura6665@gmail.com","first_name":"Laura","last_name":"Ventresca","phone":"","orgname":"The Corporation of the City of Niagara Falls","customer_acct_name":"The Corporation of the City of Niagara Falls","tags":"250217 Lapsed, NPIdealed, npiAlert14, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"333976","full_name":"Laura Ventresca, PCP","members_type":"CORP","city_1":"St. Catharines","province":"ON","language":"English","phone_2":"2896687489","lead_status":"Renewed Lapsed","new_member_date_2":"2024-02-01","pipeline_1_lapsed_members":"Renewed lapsed","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25O05328","paid_thru":"2027-01-31","organization_id":"95530","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2024-06-04","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":"2025-03-07","cpa_certification":"PCP","last_act_type":"2026-01-27","company_paid_thru":"2027-01-31","number_of_passed_courses":"4","date_of_renewal_identification":"2026-05-28","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"L25O05328","old_do_id":"LB2506011","npi_email_temp":"laura6665@gmail.com","canceldate":"2026-01-27","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-03","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","last_infoline_date_type":"2026-08-01","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"9059","email":"graceyang14@gmail.com","first_name":"Siyang","last_name":"Yang","phone":"5879663489","orgname":"Basecamp Resorts","customer_acct_name":"Basecamp Resorts","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"full_name":"Siyang Yang, PCP","language":"English","origin":"Lapsed Spring 2024","individual_id":"295206","area_code":"587","region":"CDN","lead_status":"Not Relevant","old_do_id":"LB2502564","time_zone":"4","province":"AB","members_type":"PRO","phone_2":"5879663489","dhmsfin_telemarketing_last_contacted_date":"2025-03-12T18:51:00-04:00","value_help_with_complex":"No","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":"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","pipeline_1_lapsed_members":"","blocnote":"Mar 11 2025 survey completed \r\nShe said she just started work again after maternity leave and will become a member again in the the next few weeks or month.","sendapplicationform":"2025-03-12T22:50:00-04:00","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"ACTIVE","pipeline_2_members_only_ast":"","paid_thru":"2026-05-31","new_member_date_2":"2025-06-13","temp_do_id_for_auto_old_do_id":"LB2505278","temp_intcode_for_auto_old_int_code":"99","old_int_code":"2","last_act_type":"2026-06-05","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2021-04-26","pf1_status":"P","pf1_completion_date":"2021-08-29","pf2_status":"P","pf2_completion_date":"2021-12-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-09-29","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"graceyang14@gmail.com","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"31\/03\/2027","company_paid_thru":"2027-03-31","latest_paid_thru":"2027-03-31"}},"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, TMAI, recall pro","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":"06","blocnote":"30 May 2025 Number disconnected\n2026 May 12 call reached voicemail, no contact made\n2026 May 12 call went to voicemail, no contact made\n2026 May 14 - Reached voicemail, no message left.\n2026 May 14 - Reached voicemail; no contact\n2026 May 19 call reached voicemail immediately, no contact made\n2026 May 19 call reached voicemail.\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:08-04:00","old_int_code":"16","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00235","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-02-06","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-21T12:47:08-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went to voicemail immediately upon dialing.","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","session_id":"call_25a4bc81012237543248af4cd28","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_25a4bc81012237543248af4cd28","mini_nps":"3","onesentencenotrenewed":"No response; voicemail reached.","initialvalue":"Other","prootherreasonsnottorenew":"Voicemail - no reason provided","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"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":"2026-02-22","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","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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"33677","email":"pokrovskys@yahoo.ca","first_name":"Svetlana","last_name":"Pokrovsky","phone":"4163562490","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":"334204","full_name":"Svetlana Pokrovsky","members_type":"CAND","do_id":"L25C00637","lead_status":"Lapsed Member","new_member_date_2":"2024-02-12","city_1":"Newmarket","time_zone":"2","province":"ON","language":"English","phone_2":"4163562490","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00637","last_act_type":"2024-03-27","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov26 2025","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:25:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"pokrovskys@yahoo.ca","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29480","email":"pmaddigan@rossvideo.com","first_name":"Patty","last_name":"Maddigan","phone":"6136524886","orgname":"Ross Video Ltd.","customer_acct_name":"Ross Video Ltd.","tags":"payroll.ca visited, 250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0887","full_name":"Patty Maddigan","members_type":"AST","city_1":"Ingleside","province":"ON","language":"English","phone_2":"6135433451","lead_status":"Renewed APX","new_member_date_2":"2008-12-11","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"139123","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T13:37:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T10:20:00-04:00","blocnote":"May 4 2026 vm","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","value_designation":"No","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"WITHDRAWN_CPE","old_int_code":"99","paid_thru":"2026-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","extension_phone_1":"5274","temp_do_id_for_auto_old_do_id":"AST0887","temp_intcode_for_auto_old_int_code":"06","last_engaged_date":"2025-10-01","last_infoline_date_type":"2024-04-12","last_act_type":"2026-01-13","telemarketing_call_date":"2026-05-04","pcl_status":"P","pcl_completion_date":"2009-01-07","pf1_status":"P","pf1_completion_date":"2010-01-07","pf2_status":"P","pf2_completion_date":"2010-05-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-02-17","number_of_passed_courses":"4","date_of_renewal_identification":"2026-01-15","trc":"False","wera":"False","npi_email_temp":"pmaddigan@rossvideo.com","pcl_completion_date_5":"2014-01-07","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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":"260522 Lapsed DEL","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":"2026-05-28","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","latest_paid_thru":"2026-07-31","company_status":"A"}},"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":"2024-05-02","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"9076","email":"claudia@hallmanconstruction.com","first_name":"Claudia","last_name":"Haack","phone":"5197441991","orgname":"Aberdeen Homes Ltd","customer_acct_name":"Aberdeen Homes Ltd","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":"L25O00278","province":"ON","extension_phone_1":"109","full_name":"Claudia Haack","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2011-03-21","domain_1":"hallmanconstruction.com","lapsed_expiration_date":"2023-05-02","individual_id":"183021","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00154","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"May 14 2025 busy call back tomorrow\r\nJuly 17 2025 Survey completed She does in house payroll but part of the company that was sold is outsourced","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T11:57:00-04:00","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 only do some of the payroll in house.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"Yes","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00278","temp_intcode_for_auto_old_int_code":"1","organization_id":"183020","pds_august":"2","pds_september":"2","last_infoline_date_type":"2021-05-31","last_act_type":"2023-04-14","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"claudia@hallmanconstruction.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33650","email":"eramfarans@gmail.com","first_name":"Eram","last_name":"Ashrafi","phone":"4374380903","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":"333840","full_name":"Eram Ashrafi","members_type":"CAND","do_id":"L25C00610","lead_status":"Lapsed Member","new_member_date_2":"2024-02-22","city_1":"Orangeville","time_zone":"2","province":"ON","language":"English","phone_2":"4374380903","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00610","last_act_type":"2024-02-22","pcl_status":"F","pcl_completion_date":"2024-05-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 call back another day.\r\nLNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:03:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","old_int_code":"10","npi_email_temp":"eramfarans@gmail.com","pcl_completion_date_5":"2029-05-23","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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":"15","blocnote":"14 aout 2025 bv\n2026 May 08 call disconnected early with no conversation","cert_status":"WITHDRAWN_CPE","canceldate":"2025-05-02","paid_thru":"2025-02-28","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","temp_do_id_for_auto_old_do_id":"L25A01682","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2023-11-24","last_act_type":"2025-11-09","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","latest_paid_thru":"2025-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:58-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and ended abruptly without any clear communication or conversation taking place.","aitm_callsummarytitle":"Call disconnected early with no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","old_int_code":"6","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f9079c91d6b64465c6320737973","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f9079c91d6b64465c6320737973","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33584","email":"turazalina@gmail.com","first_name":"Tatyana","last_name":"Urazalina","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"288087","full_name":"Tatyana Urazalina","members_type":"CAND","do_id":"L25C00544","lead_status":"Refused","new_member_date_2":"2021-02-16","city_1":"Calgary","time_zone":"4","province":"AB","language":"English","phone_2":"4034747914","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":"L25C00544","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-03-23","pcl_status":"P","pcl_completion_date":"2021-05-30","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":"2022-02-03","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"turazalina@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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","latest_paid_thru":"2025-02-28"}},"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","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"301560","no_email_solicitation":"False","area_code":"210","time_zone":"3","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T12:40:00-04:00","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":"2025-07-10","date_of_renewal_identification":"2025-10-08","telemarketing_call_date":"2026-05-22","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","latest_paid_thru":"2026-09-30"}},"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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"33587","email":"czurkan@gmail.com","first_name":"Chelsey","last_name":"Zurkan","phone":"8674461920","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":"334374","full_name":"Chelsey Zurkan","members_type":"CAND","do_id":"L25C00547","lead_status":"Lapsed Member","new_member_date_2":"2024-02-14","city_1":"Yellowknife","time_zone":"4","province":"NT","language":"English","phone_2":"8674461920","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00547","last_act_type":"2024-02-13","pcl_status":"F","pcl_completion_date":"2024-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"not authorized to call this number","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:19:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"czurkan@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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":"2024-05-03","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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"33605","email":"shimul.rashid@gmail.com","first_name":"Rashid","last_name":"Mamun","phone":"3068803615","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":"334736","full_name":"Rashid Al Mamun","members_type":"CAND","do_id":"L25C00565","lead_status":"Lapsed Member","new_member_date_2":"2024-02-27","city_1":"Saskatoon","time_zone":"3","province":"SK","language":"English","phone_2":"3068803615","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00565","last_act_type":"2024-02-24","pcl_status":"F","pcl_completion_date":"2024-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 call after 5 PM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:36:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"shimul.rashid@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
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{"contact":{"id":"30122","email":"therocillos@gmail.com","first_name":"Elisa","last_name":"Rocillo","phone":"5196942251","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, fixDhms","ip4":"127.0.0.1","fields":{"full_name":"Elisa Rocillo","members_type":"CAND","city_1":"Woodstock","province":"ON","language":"English","phone_2":"5196942251","new_member_date_2":"2024-05-02","pipeline_2_members_only_ast":"AST to CAND","time_zone":"2","individual_id":"325729","intcode":"11","sendaprilemail":"Yes","sendmayemail":"2025-05-27T11:20:00-04:00","blocnote":"may 27 2025 completed","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2025-05-27T11:21:43-04:00","old_int_code":"1","nonactive_reason":"AST->CAND\/PRO","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05941","lead_status":"Not Relevant","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2507481","temp_intcode_for_auto_old_int_code":"11","cert_status":"PENDING","cpa_certification":"PCP","last_infoline_date_type":"2026-05-21","last_act_type":"2026-05-21","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-08-17","pf1_status":"P","pf1_completion_date":"2023-10-18","pf2_status":"P","pf2_completion_date":"2023-11-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-05-02","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"therocillos@gmail.com","pcl_completion_date_5":"2028-08-17","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"8997","email":"silvanadicarlo@hotmail.com","first_name":"Silvana","last_name":"Carlo","phone":"4167822564","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":"L25P02418","full_name":"Silvana Di Carlo","language":"English","origin":"Lapsed Spring 2024","individual_id":"63675","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503940","members_type":"PRO","province":"ON","area_code":"416","time_zone":"2","phone_2":"4167822564","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:48:00-04:00","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":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"too expensive","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Not working","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","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"11 March 2025 Survey completed","canceldate":"2024-04-02","cpa_certification":"CPM","cert_status":"WITHDRAWN","paid_thru":"2024-01-31","new_member_date_2":"2023-02-24","temp_do_id_for_auto_old_do_id":"L25P02418","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2024-01-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-02-14","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"silvanadicarlo@hotmail.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"30061","email":"caroline_richer@outlook.com","first_name":"Caroline","last_name":"Richer","phone":"5149377921","orgname":"Intelcom Express","customer_acct_name":"Intelcom Express","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1194","full_name":"Caroline Richer","members_type":"AST","coidnewmbrdate":"2019-09-09","city_1":"Vaudreuil-Dorion","province":"QC","language":"French","phone_2":"5147555267","lead_status":"Renewed APX","new_member_date_2":"2022-03-03","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"40239","no_email_solicitation":"False","pds_march":"1","area_code":"514","time_zone":"2","intcode":"99","last_engaged_date":"2025-05-29","pipeline_1_lapsed_members":"","pds_may":"1","pds_july":"1","paid_thru":"2027-02-28","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST1194","temp_intcode_for_auto_old_int_code":"99","pds_september":"1","last_infoline_date_type":"2022-04-19","last_conf_date_type":"2026-06-02","last_act_type":"2026-03-13","blocnote":"ai. 16 oct 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-27T11:53:00-04:00","telemarketing_call_date":"2025-10-27","old_int_code":"16","number_of_passed_courses":"0","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":"caroline_richer@outlook.com","date_of_renewal_identification":"2026-01-29","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02"}},"seriesid":"163"}
{"contact":{"id":"30627","email":"chonacap@gmail.com","first_name":"Maria","last_name":"Caparas","phone":"7788639539","orgname":"BCIT","customer_acct_name":"BCIT","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"291480","full_name":"Maria Chona Caparas","members_type":"CAND","do_id":"L25C00180","city_1":"Vancouver","province":"BC","language":"English","phone_2":"7788639539","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-03","area_code":"778","time_zone":"5","canceldate":"2025-03-04","intcode":"06","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:48:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00180","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-05-16","pcl_status":"P","pcl_completion_date":"2024-03-27","pf1_status":"P","pf1_completion_date":"2024-05-06","number_of_passed_courses":"2","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"chonacap@gmail.com","pcl_completion_date_5":"2029-03-27","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"30303","email":"oriana.wong@aspiraconnect.com","first_name":"Oriana","last_name":"Wong","phone":"4699411075","orgname":"RA Outdoors Ltd.","customer_acct_name":"RA Outdoors Ltd.","tags":"DELETE, 250217 Lapsed, 250214 NPI Emails to recovered and need to update AC, NPIdealed, 250529 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00154","individual_id":"285620","full_name":"Oriana Wong","language":"English","time_zone":"3","members_type":"CORP","lead_status":"Refused","full_name_2":"Danielle Stafford","email2":"danielle.stafford@aspiraconnect.com","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"28 May 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T14:59:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00154","temp_intcode_for_auto_old_int_code":"16","province":"TX","organization_id":"285619","last_act_type":"2022-09-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"oriana.wong@aspiraconnect.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"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","latest_paid_thru":"2021-08-31","company_paid_thru":"2021-08-31","corp_cancel_date":"2021-11-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"06","blocnote":"May 8 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T11:27:00-04:00","old_int_code":"31","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":"06","date_of_renewal_identification":"2025-09-25","last_infoline_date_type":"2025-06-17","last_act_type":"2025-09-18","telemarketing_call_date":"2026-05-08","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","latest_paid_thru":"2026-10-31"}},"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":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:15-04:00","area_code":"514","blocnote":"19 2 25 BV 20 2 25 BV 28 2 25 BV\n2026 May 08 call ended due to inaudible speech and user hangup; no membership number provided.","province":"QC","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00124","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:15-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Shani multiple times but was unable to have a clear conversation due to inaudible responses from the user. The call ended without any meaningful interaction or completion of the intended survey or renewal process.","aitm_callsummarytitle":"Call ended due to inaudible speech and user hangup","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear communication; call ended prematurely without renewal discussion.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"6","astotherreasonsnottorenew":"Communication was not clear enough to proceed.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5c6fbc3a94ec162103835a0caed","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5c6fbc3a94ec162103835a0caed","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2025-12-31"}},"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":"2021-04-05","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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"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":"2021-06-08","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","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"34635","email":"sarah@gcppus.com","first_name":"Sarah","last_name":"Broin","phone":"5074121355","orgname":"BlueRock","customer_acct_name":"BlueRock","tags":"fixDhms, fixTelemarketingMay, 250904 Update AST from Mem Portal, 251120 changed int_code to 99, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"324627","full_name":"Sarah Broin","do_id":"AST1936","language":"English","time_zone":"3","area_code":"507","members_type":"AST","new_member_date_2":"2025-04-22","lead_status":"Renewed AST","no_email_solicitation":"False","pipeline_1_lapsed_members":"Renewed lapsed","city_1":"Faribault","province":"MN","phone_2":"5074121355","old_do_id":"L25A01279","date_of_renewal_identification":"2025-04-25","pipeline_2_members_only_ast":"Pre-membership expiration","sendaprilemail":"Yes","sendmayemail":"2025-05-28T12:07:00-04:00","blocnote":"May 4 2026 vm\r\nMay 8 2026 vm\r\nMay 13 2026 vm\r\nMay 20 2026 vm\r\nMay 22 2026 vm\r\nMay 26 2026 vm\r\nMay 28 2026 vm\r\nJune 1 2026 vm","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"Yes","intcode":"06","last_engaged_date":"2026-01-15","email2":"sbroin@bluerocktx.com","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T16:13:00-04:00","old_int_code":"31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2026-03-31","temp_do_id_for_auto_old_do_id":"AST1936","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-04-22","telemarketing_call_date":"2025-12-11","number_of_passed_courses":"0","trc":"False","wera":"False","sendaigeneral":"2025-12-11T14:13:00-05:00","senddecemberemail":"2025-12-11T14:13:18-05:00","sendaidate":"2025-12-11T14:13:19-05:00","sendcandapplicationform":"2025-12-11T14:14:00-05:00","extension_phone_1":"","full_name_2":" ","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"sarah@gcppus.com","apx_entered_date":"2026-02-14","last_conf_date_type":"2026-06-25","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31"}},"seriesid":"163"}
{"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, TMAI","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\n2026 May 08 call reached voicemail, no message left\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 reached voicemail, left message\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 reached voicemail, left message\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 reached voicemail, no human contact\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:48-04:00","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","latest_paid_thru":"2021-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:24-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately upon dialing.","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","session_id":"call_0440112805c5a56053199fddc23","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0440112805c5a56053199fddc23"}},"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":"2024-06-05","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","latest_paid_thru":"2024-12-31"}},"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, npiAlert14, 260522 Lapsed DEL","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":"Lapsed DEL","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":"2026-05-26","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","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":"2027-02-28","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\/2027","latest_paid_thru":"2027-02-28","corp_cancel_date":"2023-02-02","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30547","email":"dummy19@dummy.com","first_name":"Dummy","last_name":"19","phone":"5149922574","orgname":"","customer_acct_name":"","tags":"dummy","ip4":"127.0.0.1","fields":{"members_type":"CAND","dhmsfin_telemarketing_last_contacted_date":"2025-04-09T03:32:00-04:00","value_help_with_complex":"Yes","value_stay_current":"Yes","value_course":"Yes","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"Yes","value_discount_program":"Yes","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"sdfgsdfg","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"sdfgsdfg sdfg","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"18 to 30 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","time_zone":"2","area_code":"514","lead_status":"Not Relevant","temp_intcode_for_auto_old_int_code":"1","do_id":"LB2505024","temp_do_id_for_auto_old_do_id":"LB2505024","npi_email_temp":"dummy19@dummy.com"}},"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":"2022-07-01","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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"9200","email":"anoopsreesan@gmail.com","first_name":"Anoop","last_name":"Sreesan","phone":"4166459408","orgname":"CDI College North York Campus","customer_acct_name":"CDI College North York Campus","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":"LB2502299","extension_phone_1":"2022","full_name":"Anoop Sreesan","language":"English","origin":"Lapsed Spring 2024","area_code":"416","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-11","old_do_id":"CLNPI001006","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"4317267525","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:55:00-04:00","blocnote":"Mar 12 2025 worng info","onesentencenotrenewed":"International phone number","canceldate":"2024-04-02","individual_id":"319585","paid_thru":"2024-01-31","new_member_date_2":"2023-02-22","temp_do_id_for_auto_old_do_id":"LB2502299","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-22","pcl_status":"P","pcl_completion_date":"2023-02-06","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"P","pf2_completion_date":"2023-03-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"anoopsreesan@gmail.com","pcl_completion_date_5":"2028-02-06","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"29925","email":"gfurlano@millerthomson.com","first_name":"Grazia","last_name":"Furlano","phone":"7804299489","orgname":"Miller Thomson","customer_acct_name":"Miller Thomson","tags":"250205 AST Members, WR250723, 260522 Lapsed DEL","ip4":"208.181.74.252","fields":{"full_name":"Grazia Furlano","members_type":"CORP","city_1":"Edmonton","province":"AB","language":"English","lead_status":"Renewed Lapsed","new_member_date_2":"2008-08-18","last_engaged_date":"2025-07-04","pipeline_2_members_only_ast":"","individual_id":"133907","no_email_solicitation":"False","pds_march":"3","area_code":"905","time_zone":"2","intcode":"99","blocnote":"may 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T10:58:00-04:00","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"3","old_do_id":"L25A01828","coidnewmbrdate":"17\/03\/25 00:00","origin":"Lapsed members","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","pds_july":"3","paid_thru":"2027-02-28","canceldate":"2025-07-22","temp_do_id_for_auto_old_do_id":"LB2505243","temp_intcode_for_auto_old_int_code":"99","organization_id":"348591","pds_august":"3","pds_september":"3","last_infoline_date_type":"2025-01-05","last_act_type":"2025-07-22","company_paid_thru":"2027-02-28","pcl_status":"P","pcl_completion_date":"2009-12-09","pf1_status":"P","pf1_completion_date":"2010-08-23","number_of_passed_courses":"2","pds_october":"3","old_int_code":"6","trc":"False","wera":"False","pds_november":"3","do_id":"LB2505243","npi_email_temp":"gfurlano@millerthomson.com","pcl_completion_date_5":"2014-12-09","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","company_status":"A"}},"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","latest_paid_thru":"2021-12-31"}},"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":"2024-06-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:25:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"mrodinsky@sd70.bc.ca","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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":"16","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":"16","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":"08","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","latest_paid_thru":"2025-02-28"}},"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","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"33545","email":"valeria_glushkov@hotmail.com","first_name":"Valeria","last_name":"Tikhonov","phone":"6135802424","orgname":"City of Ottawa","customer_acct_name":"City of Ottawa","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"289300","full_name":"Valeria Tikhonov, PCP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2020-06-03","coidnewmbrdate":"1995-06-01","city_1":"Gatineau","time_zone":"2","province":"QC","language":"English","phone_2":"6479281032","pipeline_1_lapsed_members":"","canceldate":"2025-04-08","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","blocnote":"16 April 2025 call did not go through\r\n24 April 2025 Very long wait\r\n03 September 2025 Unable to reach her","organization_id":"10255","pipeline_2_members_only_ast":"","paid_thru":"2027-06-30","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T19:16:00-04:00","temp_do_id_for_auto_old_do_id":"LB2507585","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2507585","old_int_code":"16","last_act_type":"2025-09-04","company_paid_thru":"2027-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2020-10-18","pf1_status":"P","pf1_completion_date":"2022-01-02","pf2_status":"P","pf2_completion_date":"2024-06-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-07-02","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"valeria_glushkov@hotmail.com","pcl_completion_date_5":"2025-10-18","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"33639","email":"k.poupart.landry@gmail.com","first_name":"Karl","last_name":"Poupart-Landry","phone":"4506790540","orgname":"L'Union Des Producteurs Agricoles","customer_acct_name":"L'Union Des Producteurs Agricoles","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"337245","full_name":"Karl Poupart-Landry","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2024-05-01","coidnewmbrdate":"2013-01-28","city_1":"Carignan","time_zone":"2","province":"QC","language":"French","phone_2":"5144768613","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2025-03-31","organization_id":"21474","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25O04774","old_do_id":"LB2505773","last_act_type":"2026-01-23","company_paid_thru":"2026-12-31","date_of_renewal_identification":"2026-05-28","pcl_status":"P","pcl_completion_date":"2024-08-05","pf1_status":"P","pf1_completion_date":"2024-12-24","pf2_status":"P","pf2_completion_date":"2025-04-14","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"L25O04774","npi_email_temp":"k.poupart.landry@gmail.com","ln_entered_date":"2026-02-02","intcode":"99","temp_intcode_for_auto_old_int_code":"99","cert_status":"PENDING","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-03-11","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","corp_cancel_date":"2001-01-09","cpa_certification":"SCP","company_status":"A"}},"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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"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":"2025-01-08","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","latest_paid_thru":"2025-08-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"290974","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"May 11 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:01:00-04:00","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":"2025-11-06","telemarketing_call_date":"2026-05-11","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","latest_paid_thru":"2026-07-31"}},"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","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","latest_paid_thru":"2025-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"290497","canceldate":"2024-10-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"800","time_zone":"2","intcode":"06","blocnote":"May 11 2026 vm","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:54:00-04:00","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":"2026-02-23","telemarketing_call_date":"2026-05-11","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","latest_paid_thru":"2026-12-31","last_infoline_date_type":"2026-02-23"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"30278","email":"ureimer@infoprag.com","first_name":"Ursula","last_name":"Reimer","phone":"4032478224","orgname":"Infoprag Consulting Inc","customer_acct_name":"Infoprag Consulting Inc","tags":"250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00130","full_name":"Ursula Reimer","members_type":"AST","language":"English","time_zone":"4","lead_status":"Lapsed Member","new_member_date_2":"2018-01-11","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"40077","canceldate":"2022-03-02","no_email_solicitation":"FALSE","pds_march":"2","province":"AB","intcode":"15","blocnote":"May 28 2025 no answer\r\nAug 12 2025 no answer\r\nLN Oct 15 2025 no answer\n2026 May 08 call reached Ursula, introduction made but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:45-04:00","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25A00130","temp_intcode_for_auto_old_int_code":"15","pds_august":"2","pds_september":"2","last_infoline_date_type":"2020-04-02","last_act_type":"2021-02-13","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"ureimer@infoprag.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Ursula and introduced the call regarding her NPI membership renewal and asked if she would be open to answering a few questions about her past membership experience. The call was brief and ended shortly after the introduction without further conversation.","aitm_callsummarytitle":"Introduction and Membership Renewal Inquiry","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"5","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6249ea5c0450d64e799445f77e1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6249ea5c0450d64e799445f77e1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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","latest_paid_thru":"2026-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"245962","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"May 1 2026 vm\r\nMay 22 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-22T13:04:00-04:00","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":"2026-05-22","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","latest_paid_thru":"2026-07-31"}},"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"33603","email":"majumderhalima23@gmail.com","first_name":"Halima","last_name":"Halima","phone":"2042279926","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":"328893","full_name":"Halima Halima","members_type":"CAND","do_id":"L25C00563","lead_status":"Lapsed Member","new_member_date_2":"2024-01-29","city_1":"Winnipeg","time_zone":"3","province":"MB","language":"English","phone_2":"2042279926","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00563","last_act_type":"2024-04-06","pcl_status":"P","pcl_completion_date":"2023-10-24","pf1_status":"P","pf1_completion_date":"2024-03-19","pf2_status":"P","pf2_completion_date":"2023-12-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-06-04","number_of_passed_courses":"4","intcode":"03","blocnote":"LNC Nov 4 2025 Survey completed she said she has not completed all her work hours and she is in payables not payroll does her work in payroll count towards work hours.","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T14:53:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"03","old_int_code":"23","trc":"True","wera":"True","npi_email_temp":"majumderhalima23@gmail.com","pcl_completion_date_5":"2028-10-24","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"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, 260522 Lapsed DEL","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":"LB2505093","old_int_code":"7","last_infoline_date_type":"2025-03-18","last_act_type":"2025-03-18","company_paid_thru":"2027-02-28","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","npi_email_temp":"eminekilicdogru@gmail.com","pcl_completion_date_5":"2027-12-18","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","do_id":"","company_status":"A"}},"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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33737","email":"achagnon@rochonlegault.com","first_name":"Annik","last_name":"Chagnon","phone":"5146966226","orgname":"Rochon Legault S.e.n.c.r.l.","customer_acct_name":"Rochon Legault S.e.n.c.r.l.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"222861","full_name":"Annik Chagnon","members_type":"CORP","do_id":"L25O00758","lead_status":"Lapsed Member","coidnewmbrdate":"2014-02-12","city_1":"Pierrefonds","time_zone":"2","province":"QC","language":"French","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"18 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T09:44:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00758","temp_intcode_for_auto_old_int_code":"6","organization_id":"222851","last_act_type":"2023-03-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"achagnon@rochonlegault.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9045","email":"annanancyuy@yahoo.com","first_name":"Ana","last_name":"Cura","phone":"3066838200","orgname":"Saskatoon Public School Division","customer_acct_name":"Saskatoon Public School Division","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"0.0.0.0","fields":{"province":"SK","full_name":"Ana Nancy Uy Cura","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"301055","area_code":"306","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2501728","time_zone":"3","members_type":"CAND","phone_2":"3063040906","pipeline_1_lapsed_members":"Renewed lapsed","blocnote":"Mar 31 2025 interview completed","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T12:33:00-04:00","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":"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":"2022-08-03","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":"LB2504344","temp_intcode_for_auto_old_int_code":"99","old_int_code":"1","last_act_type":"2025-08-15","pcl_status":"F","pcl_completion_date":"2025-11-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"annanancyuy@yahoo.com","pcl_completion_date_5":"2030-11-18","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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":"2025-11-09","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","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"33663","email":"afroditegiannakodimos@gmail.com","first_name":"Afrodite","last_name":"Giannakodimos","phone":"5146794442","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":"334361","full_name":"Afrodite Giannakodimos","members_type":"CAND","do_id":"L25C00623","lead_status":"Lapsed Member","new_member_date_2":"2024-02-14","city_1":"Laval","time_zone":"2","province":"QC","language":"English","phone_2":"5146794442","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00623","last_act_type":"2024-02-13","pcl_status":"F","pcl_completion_date":"2024-05-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:20:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"afroditegiannakodimos@gmail.com","pcl_completion_date_5":"2029-05-23","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"8984","email":"allisonc_payroll@outlook.com","first_name":"Allison","last_name":"Coakley","phone":"4389362862","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":"LB2503550","full_name":"Allison Coakley","language":"English","origin":"Lapsed Spring 2024","individual_id":"253684","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001688","members_type":"CAND","province":"QC","area_code":"438","time_zone":"2","phone_2":"4389362862","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:40:00-04:00","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"11 March 2025 Number not in service","notrenewedother":"Phone cannot be recovered","canceldate":"2023-12-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2023-09-30","new_member_date_2":"2018-10-10","temp_do_id_for_auto_old_do_id":"LB2503550","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2023-01-31","pcl_status":"P","pcl_completion_date":"2018-05-06","pf1_status":"P","pf1_completion_date":"2019-01-21","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-05-15","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"allisonc_payroll@outlook.com","pcl_completion_date_5":"2023-05-06","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"9212","email":"matt@purposecpa.ca","first_name":"Matthew","last_name":"Wong","phone":"6047805910","orgname":"Purpose CPA","customer_acct_name":"Purpose CPA","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":"LB2502585","full_name":"Matthew Wong","language":"English","origin":"Lapsed Spring 2024","domain_1":"purposecpa.ca","individual_id":"282934","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001406","time_zone":"5","province":"BC","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","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 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-04-30T13:45:00-04:00","old_int_code":"8","notrenewedother":"Phone cannot be recovered","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"LB2502585","temp_intcode_for_auto_old_int_code":"16","organization_id":"282935","last_infoline_date_type":"2022-04-19","last_act_type":"2023-12-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"matt@purposecpa.ca","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"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":"260522 Lapsed DEL","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":"2026-05-28","old_do_id":"L25P02659","pds_september":"6","last_act_type":"2026-12-01","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","latest_paid_thru":"2026-08-31","company_status":"A"}},"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","latest_paid_thru":"2021-02-28","company_paid_thru":"2021-02-28","corp_cancel_date":"2021-05-04","company_status":"I"}},"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","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30968","email":"mitchi.c24@gmail.com","first_name":"Ma","last_name":"Calpe","phone":"9053527501","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":"333147","full_name":"Ma Michelle Anne Calpe","members_type":"CAND","do_id":"L25C00363","city_1":"Niagara Falls","province":"ON","language":"English","phone_2":"9053527501","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":"L25C00363","last_act_type":"2024-01-16","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":"2025-11-26T10:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"mitchi.c24@gmail.com","pcl_completion_date_5":"2029-04-24","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"members_type":"CORP","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-05-28","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":"2026-10-31","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","latest_paid_thru":"2026-10-31","company_status":"A"}},"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":"260522 Lapsed DEL","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":"CPM","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":"LB2504234","last_act_type":"2026-03-31","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","npi_email_temp":"allen_nople@yahoo.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"9086","email":"mfreire7@hotmail.com","first_name":"Michelle","last_name":"Nascimento","phone":"6477490827","orgname":"Black & McDonald Ltd.","customer_acct_name":"Black & McDonald Ltd.","tags":"CSV imported, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Michelle Nascimento, PCP,CHRP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"82633","area_code":"647","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2501224","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"May 14 2025 vm\r\nJuly 17 2025 She said she is a member with her company now.","dhmsfin_telemarketing_last_contacted_date":"2025-07-17T12:00:00-04:00","cert_status":"ACTIVE","canceldate":"2022-07-05","old_int_code":"13","date_of_renewal_identification":"2026-05-28","new_member_date_2":"2010-05-07","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2506412","temp_intcode_for_auto_old_int_code":"99","organization_id":"168972","cpa_certification":"PCP","phone_2":"4168031052","last_act_type":"2025-06-25","company_paid_thru":"2027-03-31","pcl_status":"P","pcl_completion_date":"2010-07-12","pf1_status":"P","pf1_completion_date":"2011-01-04","pf2_status":"P","pf2_completion_date":"2011-05-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-05-25","number_of_passed_courses":"4","trc":"True","wera":"False","do_id":"LB2506412","npi_email_temp":"mfreire7@hotmail.com","pcl_completion_date_5":"2015-07-12","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_status":"A"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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":"2024-03-02","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"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, TMAI, recall pro","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":"03","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\n2026 May 19 call reached voicemail, no human interaction\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail for Khushboo, message left.\n2026 May 21 call answered but ended shortly after user asked agent to hold","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:07-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00252","temp_intcode_for_auto_old_int_code":"03","last_infoline_date_type":"2024-04-04","last_act_type":"2025-02-06","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":"06","notrenewednolongerinpayroll":"Yes","npi_email_temp":"khushbooabhani@yahoo.com","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-21T10:02:02-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent Ellen called to speak with Khushboo about her past membership experience with the National Payroll Institute. The user responded and asked the agent to stay on the line, indicating the call was answered but no further conversation occurred before the user hung up.","aitm_callsummarytitle":"Call answered but ended shortly","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ccc6588ecaeb0710d0452e77224","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ccc6588ecaeb0710d0452e77224","number_of_calls_reached":"1"}},"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, TMAI","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\n2026 May 25 reached voicemail, no human interaction\n2026 May 25 call reached voicemail, no contact made","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:06-04:00","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","latest_paid_thru":"2025-01-31","thewithdrawaldate":"2025-04-02","aitm_status_called":"2026-05-25T12:22:12-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_a79c7ed36486a8494c8e67dbc8b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a79c7ed36486a8494c8e67dbc8b","number_of_total_call_attempts":"2"}},"seriesid":"163"}
{"contact":{"id":"30017","email":"chwkbookkeeper@gmail.com","first_name":"Rhonda","last_name":"Bristow","phone":"6047983113","orgname":"","customer_acct_name":"","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":"AST0179","full_name":"Rhonda Bristow","members_type":"AST","city_1":"Chilliwack","province":"BC","language":"English","phone_2":"6047983113","lead_status":"Renewed APX","new_member_date_2":"2016-08-17","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"245598","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"5","intcode":"11","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-21T17:00:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-21T17:12:00-04:00","blocnote":"21 May 2025 Complete","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"","cert_status":"PENDING","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":"AST0179","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2025-04-14","last_act_type":"2025-11-07","telemarketing_call_date":"2025-05-21","pcl_status":"P","pcl_completion_date":"2016-11-06","pf1_status":"P","pf1_completion_date":"2017-05-14","pf2_status":"P","pf2_completion_date":"2017-07-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-04-21","number_of_passed_courses":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:40-05:00","npi_email_temp":"chwkbookkeeper@gmail.com","pcl_completion_date_5":"2021-11-06","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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","latest_paid_thru":"2025-08-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"192517","cpa_certification":"CPM","no_email_solicitation":"False","pds_march":"7","area_code":"437","time_zone":"2","intcode":"06","blocnote":"May 11 2026 vm","resourceaware":"Yes","resourcevisitedselfreport":"DNK","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"7","cert_status":"WITHDRAWN_CPE","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:28:00-04:00","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":"2026-05-11","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","latest_paid_thru":"2026-07-31"}},"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","latest_paid_thru":"2022-03-31"}},"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":"2021-05-10","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","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"9246","email":"heather.popowich@yahoo.ca","first_name":"Heather","last_name":"Popowich","phone":"9054496990","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":"Heather Popowich","language":"English","origin":"Lapsed Spring 2024","individual_id":"318152","region":"CDN","lead_status":"Refused","old_do_id":"L25C06539","members_type":"CAND","province":"ON","area_code":"905","time_zone":"2","phone_2":"9054496990","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-01-05","intcode":"06","blocnote":"LNC \/ 20 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:19:00-05:00","paid_thru":"2023-10-31","new_member_date_2":"2022-11-02","temp_do_id_for_auto_old_do_id":"LB2505376","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-02-02","pcl_status":"F","pcl_completion_date":"2023-07-12","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"False","wera":"False","do_id":"LB2505376","npi_email_temp":"heather.popowich@yahoo.ca","pcl_completion_date_5":"2028-07-12","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"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, TMAI","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\n2026 May 25 call answered by John's wife, confirmed Xian is available","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:06-04:00","intcode":"02","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":"02","pds_august":"3","pds_september":"3","last_conf_date_type":"2022-06-08","last_act_type":"2025-02-06","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-25T14:07:06-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Xian Meng regarding the National Payroll Institute membership. The call was answered by John's wife who confirmed Xian was available, and the agent introduced themselves as an assistant for NPI membership matters.","aitm_callsummarytitle":"Call answered by spouse, Xian available","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"21","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_613934c69406d4ae4452c1e6c9e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_613934c69406d4ae4452c1e6c9e","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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","latest_paid_thru":"2021-01-31"}},"seriesid":"163"}
{"contact":{"id":"33606","email":"nguyen6960@saskpolytech.ca","first_name":"Thanh","last_name":"Nguyen","phone":"3067153306","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":"334348","full_name":"Thanh Ha Nguyen","members_type":"CAND","do_id":"L25C00566","lead_status":"Lapsed Member","new_member_date_2":"2024-02-14","city_1":"Moose Jaw","time_zone":"3","province":"SK","language":"English","phone_2":"3067153306","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00566","last_act_type":"2024-02-14","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":"2025-11-26T10:41:00-05:00","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":"","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":"3","age_range":"18 to 30 years","selfpayrollproficiency":"Native","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"nguyen6960@saskpolytech.ca","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"8992","email":"tara@advancedbasementsystems.net","first_name":"Tara","last_name":"Wellman-LaBonte","phone":"5193513500","orgname":"Advanced Basement Systems","customer_acct_name":"Advanced Basement Systems","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01788","province":"ON","full_name":"Tara Wellman-LaBonte","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-02-04","domain_1":"advancedbasementsystems.net","lapsed_expiration_date":"2022-04-02","individual_id":"297756","area_code":"519","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501094","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"May 14 2025 Survey completed  Tara no longer in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T11:03:00-04:00","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 was required by  my company to become a member.","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":"Basic","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":"L25O01788","temp_intcode_for_auto_old_int_code":"1","organization_id":"297672","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tara@advancedbasementsystems.net","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31088","email":"irynakonteft@yahoo.com","first_name":"Iryna","last_name":"Konteft","phone":"6044443732","orgname":"The Universal Group","customer_acct_name":"The Universal Group","tags":"WR250305, 250425 Renewed Lapsed, npiAlert13","ip4":"10.13.148.66","fields":{"full_name":"Iryna Konteft, PCP","members_type":"PRO","coidnewmbrdate":"2023-04-27","city_1":"Coquitlam","province":"BC","phone_2":"6047239394","origin":"Lapsed Members","found":"DO4 Phone","individual_id":"112621","new_member_date_2":"2026-04-15","language":"English","lead_status":"Not Relevant","time_zone":"5","area_code":"604","date_of_renewal_identification":"2026-04-16","pipeline_1_lapsed_members":"","canceldate":"2008-02-01","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2027-03-31","last_infoline_date_type":"2025-09-24","last_act_type":"2026-04-15","company_paid_thru":"2026-04-30","pcl_status":"P","pcl_completion_date":"2007-06-11","pf1_status":"P","pf1_completion_date":"2008-04-16","pf2_status":"P","pf2_completion_date":"2008-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-04-25","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","temp_do_id_for_auto_old_do_id":"AST03182","npi_email_temp":"irynakonteft@yahoo.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-11","old_do_id":"AST03182","ai_entered_date":"2026-04-16","pcl_completion_date_5":"2012-06-11","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"33513","email":"margaretashiu@yahoo.com","first_name":"Wan","last_name":"Shiu","phone":"6044386486","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":"334380","full_name":"Wan Sheung Margareta Shiu","members_type":"CAND","do_id":"LB2506268","lead_status":"Refused","new_member_date_2":"2024-02-14","city_1":"Burnaby","time_zone":"5","province":"BC","language":"English","phone_2":"6044386486","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"LB2506268","last_infoline_date_type":"2024-06-17","last_act_type":"2024-06-17","pcl_status":"P","pcl_completion_date":"2024-06-04","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 10 December 2025 she's not finding a job","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:47:00-05:00","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":"L25C00507","npi_email_temp":"margaretashiu@yahoo.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"264502","full_name":"Dayna De La Cour","canceldate":"2023-02-10","members_type":"PRO","language":"English","time_zone":"5","lead_status":"Refused","new_member_date_2":"2020-01-09","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"01","blocnote":"May 28 2025 Dayna is no longer with the company, She is retired.\n2026 May 12 call reached Kelly, not Dayna, voicemail likely\n2026 May 12 reached voicemail with call control, no live contact\n2026 May 14 - reached voicemail at KJ Wilson and Associates; no message left\n2026 May 14 - reached voicemail\/answering service; contact identified as Dana\n2026 May 19 call answered by Kelly, not Dayna, went to voicemail\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, answered by Kelly\n2026 May 21 contact declined renewal, stated retired","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:09-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"06","organization_id":"305893","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25P00036","temp_intcode_for_auto_old_int_code":"01","phone_2":"7789944576","last_infoline_date_type":"2022-06-15","last_act_type":"2025-04-03","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","latest_paid_thru":"2024-09-30","thewithdrawaldate":"2023-02-10","aitm_status_called":"2026-05-21T12:47:08-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Dayna regarding her lapsed Professional membership with the National Payroll Institute. Dayna declined to continue the conversation, stating she retired and does not wish to renew. The call ended after the agent acknowledged her response.","aitm_callsummarytitle":"Contact declined renewal due to retirement","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_247a71fc83d3d1f72049158fb9f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_247a71fc83d3d1f72049158fb9f","mini_nps":"3","onesentencenotrenewed":"I retired.","initialvalue":"Other","othermemberbenefit":"Not provided - voicemail","prootherreasonsnottorenew":"Voicemail reached; no reason captured.","age_range":"Preferred not to say","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P00036","number_of_calls_reached":"2","company_paid_thru":"2024-09-30","corp_cancel_date":"2024-12-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33687","email":"ashish.sharawat@gmail.com","first_name":"Ashish","last_name":"Sharawat","phone":"6473767145","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":"334534","full_name":"Ashish Sharawat","members_type":"CAND","do_id":"L25C00647","lead_status":"Lapsed Member","new_member_date_2":"2024-02-22","city_1":"Brampton","time_zone":"2","province":"ON","language":"English","phone_2":"6473767145","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00647","last_act_type":"2024-12-20","pcl_status":"P","pcl_completion_date":"2025-01-13","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T13:49:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"ashish.sharawat@gmail.com","pcl_completion_date_5":"2030-01-13","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"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, 260522 Lapsed DEL","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":"2026-04-05","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":"","old_do_id":"LB2507513","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","company_paid_thru":"2026-09-30","latest_paid_thru":"2026-09-30","company_status":"A"}},"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":"15","blocnote":"13 aout 2025 de retour lundi de vacances\n2026 May 08 call attempted but user responses were inaudible, call ended without completion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","temp_do_id_for_auto_old_do_id":"L25A00095","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2022-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:55-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Christine but was unable to have a clear conversation due to inaudible responses from the user. The call ended without completing the intended interaction or survey.","aitm_callsummarytitle":"Call Attempted but No Clear Communication","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear response received to determine renewal interest.","initialvalue":"Other","othermemberbenefit":"No information provided due to inaudible responses.","old_int_code":"6","astotherreasonsnottorenew":"No clear reason provided due to inaudible responses.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fe44a331c06a23e2a95042ee22c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fe44a331c06a23e2a95042ee22c","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"8884","email":"raskeyjil_20@yahoo.com","first_name":"Irish","last_name":"Sunpongco","phone":"4034310476","orgname":"East-West College","customer_acct_name":"East-West College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06935","province":"AB","full_name":"Irish Sunpongco","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"306025","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500185","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":"2021-10-06","temp_do_id_for_auto_old_do_id":"L25C06935","phone_2":"4034310476","last_act_type":"2021-06-10","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":"raskeyjil_20@yahoo.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"30158","email":"kimkirchin@hotmail.com","first_name":"Kim","last_name":"Kirchin","phone":"2896831874","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01646","full_name":"Kim Kirchin","members_type":"AST","city_1":"Nanticoke","province":"ON","language":"English","phone_2":"2896831874","lead_status":"Lapsed Member","new_member_date_2":"2021-03-19","pipeline_2_members_only_ast":"","individual_id":"136377","canceldate":"2025-05-02","no_email_solicitation":"False","sendpreexpirationemail":"2025-04-03T15:55:00-04:00","blocnote":"Mar 20 2025 vm\r\nMar 24 2025 vm\r\nApril 1 2025 vm\r\nApril 3 2025 She did not renew because not working at the moment.\n2026 Mar 04 contact very sick, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T10:26:55-05:00","mini_nps":"","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"She did not renew because she is not working at the moment","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":"289","time_zone":"2","old_do_id":"AST0729","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25A01646","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2023-04-04","last_act_type":"2024-04-03","pcl_status":"P","pcl_completion_date":"2011-06-09","pf1_status":"P","pf1_completion_date":"2014-04-03","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"kimkirchin@hotmail.com","aitm_status_called":"2026-03-04T10:26:55-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Kim to discuss her lapsed Associate membership with the National Payroll Institute, but Kim was very sick and unable to continue the conversation. The call ended shortly after with no further discussion or actions taken.","aitm_callsummarytitle":"Call ended early due to contact illness","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2016-06-09","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"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":"2022-01-11","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","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"30374","email":"lbaldwin@meritfoods.com","first_name":"Lisa","last_name":"Baldwin","phone":"2049186257","orgname":"Merit Functional Foods","customer_acct_name":"Merit Functional Foods","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00149","individual_id":"283789","full_name":"Lisa Baldwin","language":"English","time_zone":"3","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":"2025-10-30T10:25:00-04:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00149","temp_intcode_for_auto_old_int_code":"6","province":"MB","organization_id":"283790","last_infoline_date_type":"2020-01-04","last_act_type":"2024-11-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lbaldwin@meritfoods.com","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"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","latest_paid_thru":"2023-08-31"}},"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, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"old_do_id":"LB2507125","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":"2027-04-30","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":"2026-02-03","company_paid_thru":"2027-04-30","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","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\/2027","latest_paid_thru":"2027-04-30","corp_cancel_date":"2023-03-02","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30927","email":"theressaromance@yahoo.ca","first_name":"Theressa","last_name":"Leader","phone":"2049533586","orgname":"Qualico Developments Ltd.","customer_acct_name":"Qualico Developments Ltd.","tags":"npiAlert13, TMAI","ip4":"10.13.140.188","fields":{"individual_id":"75138","full_name":"Theressa Leader, PCP","members_type":"PRO","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2042826812","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2020-03-19","area_code":"204","time_zone":"3","canceldate":"2025-03-03","cpa_certification":"PCP","cert_status":"SUSPENDED","intcode":"02","blocnote":"April 16 2025 vm\r\nApril 28 2025 vm\r\nMay 7 2025 vm\r\nJuly 11 2025 1st number 2049533586 not in service\r\n2nd number 2042826812 vm\r\nLN Sept 17 2025 2nd number vm\n2026-05-25 invalid phone destination, phone: +12049533586\n2026 May 25 contact interested in renewing shortly, email sent with renewal procedure - NPI# 30927","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:37:10-04:00","pipeline_2_members_only_ast":"","pds_july":"9","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"L25P03167","temp_intcode_for_auto_old_int_code":"02","pds_august":"9","old_do_id":"LB2507480","old_int_code":"08","pds_september":"9","last_infoline_date_type":"2024-11-20","last_act_type":"2026-05-15","company_paid_thru":"2026-10-31","date_of_renewal_identification":"","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-12-05","number_of_passed_courses":"1","pds_october":"9","trc":"False","wera":"False","pds_november":"9","do_id":"L25P03167","npi_email_temp":"theressaromance@yahoo.ca","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","ln_entered_date":"2026-05-15","thewithdrawaldate":"2025-03-03","aitm_status_called":"2026-05-25T13:52:08-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_980dd0ab9235f5080c2136bea9b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_980dd0ab9235f5080c2136bea9b","number_of_total_call_attempts":"2","sendapplicationform":"2026-05-25T13:55:00-04:00","thewithdrawaldate_3_years":"2028-03-03","npi_transcriptsummary":"The agent contacted Theressa regarding her lapsed Professional membership with the National Payroll Institute. Theressa expressed interest in renewing soon but not immediately, and the agent confirmed her email to send the renewal procedure. The call concluded with the agent sending the renewal email and providing contact information for further assistance.","aitm_callsummarytitle":"Renewal Interest and Email Sent","notrenewedwanttorenew":"Yes","mini_nps":"4","initialvalue":"Designation","age_range":"46-60","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","last_engaged_date":"2026-05-25","member_may":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34653","email":"mche.nino@gmail.com","first_name":"Nino","last_name":"Mchedlishvili","phone":"3029451833","orgname":"Coastline Cleaning Services Ltd.","customer_acct_name":"Coastline Cleaning Services Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"227392","full_name":"Nino Mchedlishvili","do_id":"L25A00783","language":"English","canceldate":"2021-02-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2014-12-16","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","cpa_certification":"PCP","intcode":"0","blocnote":"06 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 voicemail reached at Fine Cleaning Services Limited\n2026-05-08 invalid phone destination, phone: +16136014009","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A00783","temp_intcode_for_auto_old_int_code":"08","phone_2":"3029474404","last_infoline_date_type":"2018-04-17","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-10-02","pf1_status":"P","pf1_completion_date":"2014-11-18","pf2_status":"P","pf2_completion_date":"2014-12-08","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":"mche.nino@gmail.com","pcl_completion_date_5":"2019-10-02","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T14:21:46-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call reached voicemail at Fine Cleaning Services Limited and did not connect with Dan Payne or any human representative.","aitm_callsummarytitle":"Voicemail reached, no human contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_abc1886e109b2b3b3f798da82f5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_abc1886e109b2b3b3f798da82f5","old_int_code":"08"}},"seriesid":"163"}
{"contact":{"id":"10897","email":"soniamishra@rediffmail.com","first_name":"Sonia","last_name":"Mishra","phone":"9058901313","orgname":"Shoppers Drug Mart","customer_acct_name":"Shoppers Drug Mart","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07027","province":"ON","full_name":"Sonia Mishra","language":"English","origin":"2023 lapsed Members","domain_1":"rediffmail.com","lapsed_expiration_date":"2022-11-02","individual_id":"305674","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500921","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":"2021-09-29","temp_do_id_for_auto_old_do_id":"L25C07027","phone_2":"9056141863","last_act_type":"2022-01-26","pcl_status":"P","pcl_completion_date":"2022-01-16","pf1_status":"P","pf1_completion_date":"2022-06-20","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"soniamishra@rediffmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"31126","email":"sylvain@espacesynapse.com","first_name":"Sylvain","last_name":"Brazeau","phone":"5142312625","orgname":"S\u00efnapce Internet","customer_acct_name":"S\u00efnapce Internet","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sylvain Brazeau, LAP","members_type":"PRO","city_1":"Montreal","province":"QC","phone_2":"5142312625","pipeline_2_members_only_ast":"","new_member_date_2":"2020-06-12","area_code":"514","time_zone":"2","language":"French","last_engaged_date":"2025-05-08","intcode":"00","pipeline_1_lapsed_members":"","individual_id":"66860","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02307","lead_status":"Not Relevant","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"LB2507394","temp_intcode_for_auto_old_int_code":"0","cert_status":"ACTIVE","cpa_certification":"GAP","pds_august":"3","pds_september":"3","last_infoline_date_type":"2025-06-12","last_conf_date_type":"2026-06-02","last_act_type":"2026-04-05","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"sylvain@espacesynapse.com","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"seriesid":"163"}
{"contact":{"id":"30217","email":"avriadesignedbookkeeping@gmail.com","first_name":"Ria","last_name":"Kroesbergen","phone":"2898080564","orgname":"Avria Designed Bookkeeping Inc","customer_acct_name":"Avria Designed Bookkeeping Inc","tags":"250205 AST Members","ip4":"127.0.0.1","fields":{"full_name":"Ria Kroesbergen, CPB","members_type":"AST","city_1":"Hannon","province":"ON","language":"English","new_member_date_2":"2026-05-07","pipeline_2_members_only_ast":"","blocnote":"Aug 14 2025 completed ( send info about Ontario area)","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T10:26:00-04:00","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","area_code":"289","time_zone":"2","individual_id":"261834","intcode":"31","last_engaged_date":"2025-09-04","old_int_code":"2","canceldate":"2025-02-28","paid_thru":"2027-04-30","sendjulyemail":"2025-08-14T10:25:00-04:00","sendmayemail":"2025-08-14T10:25:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","full_name_2":" ","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25O01381","nonactive_reason":"AST->CORP","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2504431","temp_intcode_for_auto_old_int_code":"31","pipeline_1_lapsed_members":"","last_infoline_date_type":"2024-09-04","last_act_type":"2026-07-05","company_paid_thru":"2026-02-28","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2504431","npi_email_temp":"avriadesignedbookkeeping@gmail.com","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","corp_cancel_date":"2026-05-07"}},"seriesid":"163"}
{"contact":{"id":"30411","email":"terrys@pclkw.org","first_name":"Terry","last_name":"Smith","phone":"5197425849","orgname":"Parents for Community Living Kitchener-Waterloo Inc.","customer_acct_name":"Parents for Community Living Kitchener-Waterloo Inc.","tags":"250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00598","individual_id":"186747","full_name":"Terry Smith, CPA,CGA","members_type":"CORP","coidnewmbrdate":"2021-03-26","city_1":"Waterloo","province":"ON","language":"English","extension_phone_1":"104","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","area_code":"519","time_zone":"2","intcode":"05","blocnote":"May 29 2025 vm\r\nAug 12 2025 vm\r\nOct 30 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:36:00-04:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00598","temp_intcode_for_auto_old_int_code":"05","organization_id":"152924","old_int_code":"6","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"terrys@pclkw.org","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-02-06","company_status":"I"}},"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":"2025-06-10","last_act_type":"2025-06-10","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","latest_paid_thru":"2026-04-30"}},"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","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":"2024-06-05","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"9066","email":"anne.berenstein@nexans.com","first_name":"Anne","last_name":"Berenstein","phone":"9059444352","orgname":"Nexans","customer_acct_name":"Nexans","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01648","province":"ON","full_name":"Anne Berenstein","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"1988-06-01","domain_1":"nexans.com","lapsed_expiration_date":"2022-09-02","individual_id":"300940","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501155","time_zone":"2","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":"2025-12-11T11:39:00-05:00","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25O01648","temp_intcode_for_auto_old_int_code":"6","organization_id":"7067","last_act_type":"2022-08-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"anne.berenstein@nexans.com","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30","company_paid_thru":"2022-06-30","corp_cancel_date":"2022-09-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30117","email":"leisha.carrier@henryschein.ca","first_name":"Leisha","last_name":"Carrier","phone":"9056461711","orgname":"Henry Schein Canada Inc","customer_acct_name":"Henry Schein Canada Inc","tags":"250205 AST Members, inPipeline2, fixDhms, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Leisha Carrier, CPA, CA","members_type":"CORP","city_1":"Ancaster","province":"ON","language":"English","phone_2":"2895472600","lead_status":"Renewed Lapsed","new_member_date_2":"2024-07-10","pipeline_2_members_only_ast":"","individual_id":"339661","no_email_solicitation":"False","time_zone":"2","area_code":"289","old_do_id":"L25A01629","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"June 10 2025 vm\r\nSept 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T18:30:00-04:00","nonactive_reason":"AST->CORP","date_of_renewal_identification":"2026-05-28","canceldate":"2025-06-09","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2506058","temp_intcode_for_auto_old_int_code":"99","organization_id":"350460","old_int_code":"6","last_infoline_date_type":"2024-09-07","last_act_type":"2025-09-06","company_paid_thru":"2027-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506058","npi_email_temp":"leisha.carrier@henryschein.ca","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","company_status":"A"}},"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","latest_paid_thru":"2025-07-31"}},"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":"2025-02-10","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"10282","email":"jennifercella@hotmail.com","first_name":"Jennifer","last_name":"Cella","phone":"7788939617","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07417","full_name":"Jennifer Cella","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"284080","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503216","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":"2019-12-24","temp_do_id_for_auto_old_do_id":"L25C07417","phone_2":"7788939617","last_infoline_date_type":"2020-02-10","last_act_type":"2020-11-26","pcl_status":"P","pcl_completion_date":"2020-03-01","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jennifercella@hotmail.com","pcl_completion_date_5":"2025-03-01","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"9078","email":"maria.virgilio01@gmail.com","first_name":"Maria","last_name":"Virgilio","phone":"9055533322","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":"L25C06452","full_name":"Maria Virgilio","language":"English","origin":"Lapsed Spring 2024","individual_id":"245974","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503549","members_type":"CAND","province":"ON","area_code":"905","time_zone":"2","phone_2":"9055533322","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-02-03","intcode":"06","blocnote":"Mar 11 2025 vm\r\nMar 19 2025 call back next week\r\nApril 1 2025 vm\r\nApril 9 2025 vm\r\nApril  22 2025 vm\r\nMay 5 2025 Busy right now call back another time.\r\nJuly 9 2025 vm\r\nLN Sept 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T12:00:00-05:00","paid_thru":"2023-11-30","new_member_date_2":"2019-03-26","temp_do_id_for_auto_old_do_id":"L25C06452","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-02-21","pcl_status":"P","pcl_completion_date":"2019-08-19","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"maria.virgilio01@gmail.com","pcl_completion_date_5":"2024-08-19","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"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, TMAI","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":"2026-05-15T15:06:44-04:00","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","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:46-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_9032631459f4b2bdb233099704c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9032631459f4b2bdb233099704c","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9193","email":"richa.saini04@gmail.com","first_name":"Richa","last_name":"Saini","phone":"7785865140","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07296","full_name":"Richa Saini","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"297928","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2503378","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":"2021-03-01","temp_do_id_for_auto_old_do_id":"L25C07296","phone_2":"7785865140","last_act_type":"2021-01-03","pcl_status":"F","pcl_completion_date":"2021-07-26","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T18:53:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"richa.saini04@gmail.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"30997","email":"beatriz.coutinho@utoronto.ca","first_name":"Beatriz","last_name":"Coutinho","phone":"9058283989","orgname":"University of Toronto","customer_acct_name":"University of Toronto","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"233394","full_name":"Beatriz Coutinho, PLP","members_type":"CORP","coidnewmbrdate":"1998-12-31","city_1":"Mississauga","province":"ON","language":"English","phone_2":"4165644673","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2015-03-30","area_code":"905","time_zone":"2","canceldate":"2025-02-14","cpa_certification":"CPM","cert_status":"ACTIVE","blocnote":"April 16 2025 vm\r\nApril 30 2025 no answer\r\nMay 7 2025 Survey completed She said that she changed from her professional membership to corporate membership with her company that why she did not renew her individual membership.","dhmsfin_telemarketing_last_contacted_date":"2025-05-07T19:28:00-04:00","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":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","organization_id":"21090","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2504476","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","old_do_id":"LB2504476","old_int_code":"6","pds_september":"1","last_infoline_date_type":"2025-10-02","last_act_type":"2025-02-14","company_paid_thru":"2026-12-31","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":"2016-08-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-05-30","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"beatriz.coutinho@utoronto.ca","pcl_completion_date_5":"2020-07-06","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"8999","email":"manel.hechanova@gmail.com","first_name":"Marinelle","last_name":"Hechanova","phone":"7809163527","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":"Marinelle Hechanova","language":"English","origin":"Lapsed Spring 2024","individual_id":"317153","region":"CDN","lead_status":"Refused","old_do_id":"L25C06586","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7809163527","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","intcode":"06","blocnote":"11 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 VM\r\n07 April 2025 VM\r\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 06 November 2025 VM","paid_thru":"2023-09-30","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T12:49:00-05:00","new_member_date_2":"2022-09-29","temp_do_id_for_auto_old_do_id":"LB2506245","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":"2023-07-28","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-03-06","pf2_status":"F","pf2_completion_date":"2023-07-26","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2506245","npi_email_temp":"manel.hechanova@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"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","latest_paid_thru":"2020-09-30","company_paid_thru":"2020-09-30","corp_cancel_date":"2020-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33636","email":"spn237@gmail.com","first_name":"Shweta","last_name":"Padiyar","phone":"4162075548","orgname":"Kinectrics","customer_acct_name":"Kinectrics","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"288095","full_name":"Shweta Padiyar, PCP","members_type":"PRO","do_id":"L25C00596","lead_status":"Refused","new_member_date_2":"2026-04-27","coidnewmbrdate":"2002-10-01","city_1":"Vaughan","time_zone":"2","province":"ON","language":"English","phone_2":"6475682079","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Apr 17 2025 number not found","dhmsfin_telemarketing_last_contacted_date":"2025-04-17T09:18:00-04:00","canceldate":"2025-03-28","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","old_do_id":"8","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"L25C00596","temp_intcode_for_auto_old_int_code":"99","old_int_code":"21","last_infoline_date_type":"2026-11-05","last_act_type":"2026-11-05","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"P","pf2_completion_date":"2024-01-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-02-27","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"spn237@gmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"106921","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","area_code":"905","time_zone":"2","intcode":"06","blocnote":"May 8 2026 vm","pipeline_1_lapsed_members":"","pds_may":"1","cert_status":"WITHDRAWN_CPE","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:39:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"31","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":"06","pds_september":"1","last_act_type":"2025-08-26","telemarketing_call_date":"2026-05-08","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","latest_paid_thru":"2026-08-31"}},"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":"2021-04-09","pcl_status":"P","pcl_completion_date":"2021-11-28","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2022-04-05","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","latest_paid_thru":"2022-08-31"}},"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":"2025-06-03","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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"31103","email":"christina@nexussi.com","first_name":"Christina","last_name":"Singh","phone":"5196496100","orgname":"Nexus Solutions Inc","customer_acct_name":"Nexus Solutions Inc","tags":"WR250820","ip4":"127.0.0.1","fields":{"full_name":"Christina Singh, PLP","lead_status":"Renewed Lapsed","members_type":"PRO","city_1":"London","province":"ON","pipeline_2_members_only_ast":"","new_member_date_2":"2005-01-14","cpa_certification":"CPM","no_email_solicitation":"False","pds_march":"1","time_zone":"2","language":"English","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"85379","extension_phone_1":"311","nonactive_reason":"AST->CAND\/PRO","area_code":"519","old_do_id":"LB2504762","found":"DO4 Email","date_of_renewal_identification":"2026-02-03","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25P02840","cert_status":"ACTIVE","pds_august":"1","pds_september":"1","last_infoline_date_type":"2020-04-14","last_act_type":"2026-04-05","pf2_status":"P","pf2_completion_date":"2008-11-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-05-07","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","npi_email_temp":"christina@nexussi.com","ln_entered_date":"2026-02-02","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"9202","email":"richa118@hotmail.com","first_name":"Richa","last_name":"Gautam","phone":"6043254605","orgname":"D.Arora CPA","customer_acct_name":"D.Arora CPA","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07272","province":"BC","full_name":"Richa Gautam","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"298934","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500320","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":"2021-03-25","temp_do_id_for_auto_old_do_id":"L25C07272","phone_2":"7789187757","last_act_type":"2021-03-25","pcl_status":"F","pcl_completion_date":"2021-07-05","number_of_passed_courses":"0","intcode":"16","blocnote":"LNC \/ 19 November 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T17:03:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","trc":"False","wera":"False","old_int_code":"12","npi_email_temp":"richa118@hotmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"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, TMAI, recall pro","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\n2026 May 19 call reached voicemail\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 contact not available to speak.\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:05-04:00","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":"06","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","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-21T09:52:07-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached a voicemail as the contact was not available to speak.","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","session_id":"call_3515de5c101b4e6770e5e97f627","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3515de5c101b4e6770e5e97f627","mini_nps":"3","onesentencenotrenewed":"Contact was not available to speak.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"03","prootherreasonsnottorenew":"Contact was not available to renew or discuss membership.","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"33674","email":"anfalziad7@gmail.com","first_name":"Anfal","last_name":"Mohammad","phone":"6474586463","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":"296430","full_name":"Anfal Mohammad","members_type":"CAND","do_id":"L25C00634","lead_status":"Lapsed Member","new_member_date_2":"2024-02-12","city_1":"Mississauga","time_zone":"2","province":"ON","language":"English","phone_2":"6474586463","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00634","last_infoline_date_type":"2023-01-26","last_act_type":"2024-03-22","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"F","pf1_completion_date":"2024-05-28","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T13:46:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"anfalziad7@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"33773","email":"llane100ft@hotmail.com","first_name":"Louise","last_name":"Lane","phone":"7804836666","orgname":"Stahl Peterbilt","customer_acct_name":"Stahl Peterbilt","tags":"","ip4":"0.0.0.0","fields":{"do_id":"L25P00052","intcode":"21","language":"English","dhmsfin_telemarketing_last_contacted_date":"2025-02-18T11:49:00-05:00","lead_status":"Refused","time_zone":"4","area_code":"780","extension_phone_1":"1340","blocnote":"18 February 2025 Louise is retired - Kim Davidson in payroll has Associate membership - NPI number 183241","zerobounce_reason":"invalid","pipeline_1_lapsed_members":"Refused Lapsed","old_int_code":"13","notrenewednolongerinpayroll":"Yes","onesentencenotrenewed":"PRO reached 3 years limit for renewal","canceldate":"2023-03-02","province":"AB","individual_id":"71159","cpa_certification":"CPM","cert_status":"WITHDRAWN_CPE","paid_thru":"2022-12-31","new_member_date_2":"2006-01-03","temp_do_id_for_auto_old_do_id":"L25P00052","temp_intcode_for_auto_old_int_code":"21","phone_2":"7804554902","full_name":"Louise Lane","members_type":"PRO","last_infoline_date_type":"2019-03-27","last_act_type":"2025-04-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-08-19","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"llane100ft@hotmail.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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":"2021-10-09","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","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"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, TMAI","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":"2026-05-14T11:49:20-04:00","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":"2025-01-07","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","latest_paid_thru":"2025-01-31","thewithdrawaldate":"2025-04-02","aitm_status_called":"2026-05-14T12:01:46-04:00","number_of_call_attempts":"1","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_6e031354a526b6bd6b655c734b3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6e031354a526b6bd6b655c734b3"}},"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","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"9026","email":"marabshari@gmail.com","first_name":"Maryam","last_name":"Abshari","phone":"6048663294","orgname":"Dr. Ariana Verdizad Inc.","customer_acct_name":"Dr. Ariana Verdizad Inc.","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":"L25P02422","full_name":"Maryam Abshari","language":"English","origin":"Lapsed Spring 2024","individual_id":"255382","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502587","time_zone":"5","province":"BC","members_type":"PRO","phone_2":"6047883546","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  APr 7 2025 vm\r\nApr 10 2025 vm may 13 2025 vm\r\ncall 6047883456\r\nLN Oct 31 2025 vm\n2026 May 25 call reached voicemail.\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:08-04:00","paid_thru":"2024-01-31","new_member_date_2":"2022-02-11","temp_do_id_for_auto_old_do_id":"L25P02422","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-01-07","pcl_status":"P","pcl_completion_date":"2017-12-03","pf1_status":"P","pf1_completion_date":"2018-07-22","pf2_status":"P","pf2_completion_date":"2022-06-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-08-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"marabshari@gmail.com","pcl_completion_date_5":"2022-12-03","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-25T14:32:05-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call reached voicemail and the contact was not available to answer.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c5325e507f007d95e1ae9a282e8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c5325e507f007d95e1ae9a282e8","number_of_total_call_attempts":"2"}},"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":"2020-01-09","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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"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","latest_paid_thru":"2021-12-31"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"229821","full_name":"Angele Filion","language":"English","time_zone":"2","members_type":"AST","lead_status":"Refused","new_member_date_2":"2019-01-29","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","canceldate":"2020-03-03","no_email_solicitation":"False","pds_march":"2","province":"ON","intcode":"01","blocnote":"28 May 2025 VM\r\n10 September 2025 Number disconnected\n2026-05-08 invalid phone destination, phone: +17053379779\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 invalid phone destination, phone: +17053379779\n2026 May 11 call reached voicemail, no human interaction\n2026-05-13 invalid phone destination, phone: +17053379779\n2026 May 13 call reached voicemail, no human interaction\n2026-05-15 invalid phone destination, phone: +17053379779\n2026 May 15 contact is retired and does not want to renew membership","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","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":"01","pds_august":"2","phone_2":"7053675403","old_do_id":"L25A02373","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","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c6d76429db6d578579ef240d598","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c6d76429db6d578579ef240d598","npi_transcriptsummary":"The agent contacted Angele regarding her lapsed Associate membership with the National Payroll Institute. Angele stated she is retired and no longer needs the membership, declining to answer further survey questions. The call ended politely after the agent acknowledged her response.","aitm_callsummarytitle":"Contact declined renewal due to retirement","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","onesentencenotrenewed":"I'm retired.","date_of_renewal_identification":"","number_of_calls_reached":"1","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-04-02","company_status":"I"}},"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","latest_paid_thru":"2024-12-31"}},"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, AI Contacts sent to TM 2026, 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":"2026-01-13","last_act_type":"2026-01-13","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","latest_paid_thru":"2026-08-31"}},"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":"2026-02-16","last_act_type":"2026-02-16","pcl_status":"P","pcl_completion_date":"2025-03-07","number_of_passed_courses":"1","old_int_code":"6","trc":"True","wera":"False","npi_email_temp":"cameronbeardies@yahoo.ca","pcl_completion_date_5":"2030-03-07","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8940","email":"gailehawkes@aol.com","first_name":"Gail","last_name":"Hawkes","phone":"6138319943","orgname":"Mazin Investments","customer_acct_name":"Mazin Investments","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":"LB2502607","full_name":"Gail Hawkes","language":"English","origin":"Lapsed Spring 2024","domain_1":"aol.com","individual_id":"275212","area_code":"613","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001433","time_zone":"2","province":"ON","members_type":"PRO","phone_2":"6139139210","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","blocnote":"Aug 6 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-08-06T14:52:00-04:00","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":"Yes","membershipcostspecify":"The company wouldn't pay for it anymore and for my current payroll I don't find it worth the fee","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"My job position is not mainly payroll anymore. I do very little poyroll now so I don't need the membership anymore.","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":"2023-08-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","new_member_date_2":"2019-04-22","temp_do_id_for_auto_old_do_id":"LB2502607","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-31","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":"2020-03-24","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"gailehawkes@aol.com","pcl_completion_date_5":"2024-08-14","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"8937","email":"alicejdt@yahoo.com","first_name":"Alice","last_name":"Trino","phone":"6476865872","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"do_id":"L25P02449","full_name":"Alice Delos Trino","language":"English","origin":"Lapsed Spring 2024","individual_id":"188013","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503908","members_type":"PRO","province":"ON","area_code":"647","time_zone":"2","phone_2":"6476865872","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Mar 11 2025 vm\r\nMar 18 2025 survey completed\n2026 May 12 callback scheduled for after 6 PM\n2026 May 12 - Reached voicemail for Alice Trino; left instruction to reply after tone\n2026 May 12 - Reached uninitialized voicemail service, no message left\n2026 May 14 - reached voicemail, no message left\n2026 May 14 - Reached voicemail; asked for Alice, left message prompt\n2026 May 19 call reached uninitialized voicemail service, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached uninitialized voicemail service, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:08-04:00","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":"N\/A","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"I did not have the time to participate","engagingstrategiesspecify":"Less expensive webinars.","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Strong","notrenewedcpehard":"Yes","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"Yes","intcode":"06","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":"2011-08-09","temp_do_id_for_auto_old_do_id":"L25P02449","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-07-30","pcl_status":"P","pcl_completion_date":"2012-01-03","pf1_status":"P","pf1_completion_date":"2012-06-25","pf2_status":"P","pf2_completion_date":"2013-05-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-01-15","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"alicejdt@yahoo.com","pcl_completion_date_5":"2017-01-03","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","thewithdrawaldate":"2024-02-03","aitm_status_called":"2026-05-21T10:07:07-04:00","number_of_call_attempts":"7","npi_call_back_date_and_time":"2026-05-12T18:00:00-04:00","npi_call_back_time_hour":"18","npi_call_back_time_minute":"00","npi_transcriptsummary":"The call was made to Alice but reached an uninitialized voicemail service and no conversation took place.","aitm_callsummarytitle":"Call reached uninitialized voicemail","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"10","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ba6abac8495f068bfdf4d6a82e2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ba6abac8495f068bfdf4d6a82e2","initialvalue":"Other","onesentencenotrenewed":"Contact not reached; voicemail.","prootherreasonsnottorenew":"Contact not reached","number_of_total_call_attempts":"7"}},"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","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"8879","email":"akpstitt@outlook.com","first_name":"Anna","last_name":"Stitt","phone":"6047226702","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":"Anna Stitt","language":"English","origin":"Lapsed Spring 2024","individual_id":"320010","region":"CDN","lead_status":"Refused","old_do_id":"L25C06406","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6047226702","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 10 December 2025 VM","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:28:00-05:00","new_member_date_2":"2023-01-04","temp_do_id_for_auto_old_do_id":"L25C06406","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-20","number_of_passed_courses":"0","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","npi_email_temp":"akpstitt@outlook.com","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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":"2024-10-09","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","latest_paid_thru":"2024-12-31"}},"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":"2026-03-26","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","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","latest_paid_thru":"2026-08-31","cpa_certification":"SCP"}},"seriesid":"163"}
{"contact":{"id":"9791","email":"valeriestucki4@gmail.com","first_name":"Val\u00e9rie","last_name":"Stucki","phone":"4188566909","orgname":"Luminator Technology Group","customer_acct_name":"Luminator Technology 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":"L25C06734","province":"QC","full_name":"Val\u00e9rie Stucki","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"310622","area_code":"972","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2501787","time_zone":"3","members_type":"CAND","phone_2":"5815783586","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"Nov 24 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:06:00-05:00","canceldate":"2023-05-02","paid_thru":"2023-02-28","new_member_date_2":"2022-03-02","temp_do_id_for_auto_old_do_id":"L25C06734","old_int_code":"12","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-02-03","pcl_status":"F","pcl_completion_date":"2022-06-20","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"valeriestucki4@gmail.com","pcl_completion_date_5":"2027-06-20","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"31077","email":"betsy.joe@dcafs.on.ca","first_name":"Betsy","last_name":"Joe","phone":"5199411530","orgname":"Dufferin Child and Family Services","customer_acct_name":"Dufferin Child and Family Services","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"members_type":"CORP","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-05-28","organization_id":"183171","individual_id":"346275","paid_thru":"2027-03-31","province":"ON","language":"English","extension_phone_1":"224","full_name":"Betsy Mary Joe","last_act_type":"2025-10-01","company_paid_thru":"2027-03-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504491","temp_do_id_for_auto_old_do_id":"LB2504491","npi_email_temp":"betsy.joe@dcafs.on.ca","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","corp_cancel_date":"2019-05-03","company_status":"A"}},"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, TMAI, recall pro","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\n2026 May 19 call reached uninitialized voicemail service\n2026 May 19 call reached uninitialized voicemail\n2026 May 21 call reached uninitialized voicemail service, no contact made\n2026 May 21 call reached uninitialized voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","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":"2023-01-08","last_act_type":"2025-02-06","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-21T10:02:08-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was made to Tulinda Ping-Yu but reached an uninitialized voicemail service and 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","session_id":"call_c90ab8b675968aac4aae37cba01","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c90ab8b675968aac4aae37cba01","number_of_total_call_attempts":"7"}},"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, TMAI","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":"15","blocnote":"May 13 2025 interview completed\n2026 May 12 contact answered but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T13:37:51-04:00","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":"15","last_act_type":"2025-02-06","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-12T13:37:51-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached a human contact named Moe and introduced the call regarding the lapsed Professional 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 ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c4f7ed8464c3562a025adf18c2e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c4f7ed8464c3562a025adf18c2e","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"33707","email":"supplier_accounts@royalvan.com","first_name":"Meyone","last_name":"Lam","phone":"6042241344","orgname":"Royal Vancouver Yacht Club","customer_acct_name":"Royal Vancouver Yacht Club","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"69064","full_name":"Meyone Lam","members_type":"CORP","do_id":"L25O00726","lead_status":"Lapsed Member","coidnewmbrdate":"2009-02-03","city_1":"Vancouver","time_zone":"5","province":"BC","language":"English","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"02 June 2025 She can't remember anything about the membership","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T17:08:00-04:00","intcode":"3","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00726","temp_intcode_for_auto_old_int_code":"3","organization_id":"140984","pds_august":"8","pds_september":"8","last_act_type":"2025-03-14","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"supplier_accounts@royalvan.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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","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":"2023-05-04","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":"28\/02\/2027","latest_paid_thru":"2027-02-28","company_paid_thru":"2027-02-28","corp_cancel_date":"2025-08-02"}},"seriesid":"163"}
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{"contact":{"id":"33899","email":"mailtoshen@gmail.com","first_name":"Hui","last_name":"Shen","phone":"9057371147","orgname":"","customer_acct_name":"","tags":"npiAlert4, npiAlert13, AI Contacts sent to TM 2026","ip4":"127.0.0.1","fields":{"individual_id":"111942","full_name":"Hui Shen","do_id":"AST02420","language":"English","canceldate":"2023-08-03","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2025-11-03","lead_status":"Renewed AST","no_email_solicitation":"False","pds_march":"1","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Renewed lapsed","province":"ON","cpa_certification":"CPM","intcode":"11","blocnote":"May 11 2026 She said she is busy no time to take the call.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:34:00-04:00","pds_july":"1","paid_thru":"2026-10-31","date_of_renewal_identification":"2025-11-04","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25A02637","temp_do_id_for_auto_old_do_id":"AST02420","temp_intcode_for_auto_old_int_code":"11","pds_august":"1","phone_2":"9052371164","pds_september":"1","last_infoline_date_type":"2025-04-12","last_act_type":"2025-04-12","last_engaged_date":"2025-10-08","telemarketing_call_date":"2026-05-11","pcl_status":"P","pcl_completion_date":"2008-04-11","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":"2007-03-16","number_of_passed_courses":"4","pds_october":"1","old_int_code":"6","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"mailtoshen@gmail.com","pcl_completion_date_5":"2013-04-11","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"30384","email":"aburzese@milestonescc.ca","first_name":"Anne","last_name":"Burzese","phone":"5196310952","orgname":"Milestones Children's Centre","customer_acct_name":"Milestones Children's Centre","tags":"250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00013","individual_id":"280251","full_name":"Anne Burzese","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 In a meeting\r\nLN \/ 12 December 2025 She has to check with her boss - call beginning of 2026","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T09:53:00-05:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00013","temp_intcode_for_auto_old_int_code":"6","province":"ON","organization_id":"295221","pds_august":"1","phone_2":"5192176607","pds_september":"1","last_act_type":"2022-12-20","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"aburzese@milestonescc.ca","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30308","email":"patti@hrplink.com","first_name":"Patti","last_name":"Nickel","phone":"8334775465","orgname":"HRPLink Inc.","customer_acct_name":"HRPLink Inc.","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00359","individual_id":"20166","full_name":"Patti Nickel","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","new_member_date_2":"1998-08-28","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"28 May 2025 VM\r\n11 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T14:37:00-04:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00359","temp_intcode_for_auto_old_int_code":"6","province":"ON","organization_id":"285589","phone_2":"9059329490","last_conf_date_type":"2022-06-07","last_act_type":"2024-11-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"patti@hrplink.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30216","email":"arlinda.salihu@globalrh.ca","first_name":"Arlinda","last_name":"Salihu","phone":"5147880599","orgname":"Global Ressources Humaines","customer_acct_name":"Global Ressources Humaines","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1248","full_name":"Arlinda Salihu","members_type":"AST","city_1":"Montreal","province":"QC","language":"French","phone_2":"5142627038","lead_status":"Member","new_member_date_2":"2022-08-12","pipeline_2_members_only_ast":"Ongoing member to be called","last_engaged_date":"2025-07-04","individual_id":"315479","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"AST1248","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2023-11-04","last_act_type":"2025-05-06","blocnote":"AI. 16 oct 2025 bv\r\n27 oct 2025 bv\r\n30 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:38:00-04:00","telemarketing_call_date":"2025-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:33-05:00","npi_email_temp":"arlinda.salihu@globalrh.ca","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"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, 260522 Lapsed DEL","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":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2506145","organization_id":"347368","last_act_type":"2025-11-28","company_paid_thru":"2027-01-31","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","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"9713","email":"jenscizzorhappy@live.com","first_name":"Jennifer","last_name":"Poirier","phone":"6042304355","orgname":"Western Forest Products","customer_acct_name":"Western Forest Products","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Jennifer Poirier","language":"English","origin":"Lapsed Spring 2024","individual_id":"303811","area_code":"604","region":"CDN","lead_status":"Refused","old_do_id":"LB2502569","time_zone":"5","province":"BC","members_type":"CAND","phone_2":"6042304355","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","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":"2025-10-08T12:04:00-04:00","paid_thru":"2023-08-31","new_member_date_2":"2022-09-16","temp_do_id_for_auto_old_do_id":"LB2505612","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-03-20","old_int_code":"21","pcl_status":"P","pcl_completion_date":"2023-01-19","pf1_status":"F","pf1_completion_date":"2023-12-27","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2505612","npi_email_temp":"jenscizzorhappy@live.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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":"192530.0","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","latest_paid_thru":"2024-10-31"}},"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","latest_paid_thru":"2025-01-31"}},"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","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":"2026-04-20","last_infoline_date_type":"2025-03-01","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","old_do_id":"L25P00070","npi_email_temp":"lscaffeo@tbaytel.net","pcl_completion_date_5":"2016-01-14","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"9116","email":"tdjajic78@gmail.com","first_name":"Tatjana","last_name":"Djajic","phone":"6472417874","orgname":"YES Crane Inc.","customer_acct_name":"YES Crane 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":"L25C06942","full_name":"Tatjana Djajic","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305412","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503448","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-11-02","intcode":"06","blocnote":"LNC \/ 20 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:04:00-05:00","paid_thru":"2022-08-31","new_member_date_2":"2021-09-22","temp_do_id_for_auto_old_do_id":"L25C06942","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-09-21","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"tdjajic78@gmail.com","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8858","email":"keithwilliamsyyc@yahoo.com","first_name":"Donald","last_name":"Williams","phone":"4037758440","orgname":"Saipem Canada Inc.","customer_acct_name":"Saipem Canada Inc.","tags":"CSV imported, NPIdealed, 250515 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500220","province":"AB","full_name":"Donald Keith Williams","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2014-05-06","lapsed_expiration_date":"2022-07-05","individual_id":"299372","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00245","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":"2025-05-13T17:41:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"LB2500220","temp_intcode_for_auto_old_int_code":"16","organization_id":"225153","last_act_type":"2023-05-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"keithwilliamsyyc@yahoo.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9772","email":"ivanor21@gmail.com","first_name":"Cheng","last_name":"Shiau Dai","phone":"4163037238","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":"L25C06691","full_name":"Cheng Shiau Dai","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-06-02","individual_id":"311574","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503204","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4163037238","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","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\nLN \/ 08 December 2025 VM","paid_thru":"2023-03-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T10:53:00-05:00","new_member_date_2":"2022-05-26","temp_do_id_for_auto_old_do_id":"L25C06691","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-05-26","pcl_status":"P","pcl_completion_date":"2022-08-28","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"ivanor21@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"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":"2025-12-16","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","latest_paid_thru":"2026-03-31"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"31064","email":"dinellefamily@gmail.com","first_name":"Natalie","last_name":"Williamson","phone":"9055494800","orgname":"Essential Home Care Products Inc.","customer_acct_name":"Essential Home Care Products Inc.","tags":"WR250312, 250425 Renewed Lapsed","ip4":"127.0.0.1","fields":{"individual_id":"296324","full_name":"Natalie Williamson, PCP","members_type":"PRO","city_1":"Stoney Creek","province":"ON","language":"English","extension_phone_1":"7004","phone_2":"2899252833","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","origin":"Lapsed Members","found":"DO4 Email","new_member_date_2":"2021-01-15","area_code":"905","time_zone":"2","blocnote":"April 16 2025 She said she already renewed but she renewed it late.","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T13:15:00-04:00","date_of_renewal_identification":"2026-02-14","intcode":"99","old_int_code":"13","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25P02839","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","last_infoline_date_type":"2022-10-21","last_act_type":"2026-04-05","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2021-08-29","pf2_status":"P","pf2_completion_date":"2022-05-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-09-08","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"LB2504961","npi_email_temp":"dinellefamily@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"33589","email":"bvlwilson@shaw.ca","first_name":"Vivian","last_name":"Wilson","phone":"2047750231","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":"334969","full_name":"Vivian Bermudo Wilson","members_type":"CAND","do_id":"L25C00549","lead_status":"Lapsed Member","new_member_date_2":"2024-03-01","city_1":"Winnipeg","time_zone":"3","province":"MB","language":"English","phone_2":"2047950011","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"06","blocnote":"call the second number \r\nNov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:33:00-05:00","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","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am no longer pursuing payroll. I am in another position at my company now.","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":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00549","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"1","npi_email_temp":"bvlwilson@shaw.ca","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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, TMAI, 260522 Lapsed DEL","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":"Not Relevant","old_do_id":"L25A03113","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"","date_of_renewal_identification":"2026-05-08","organization_id":"346219","canceldate":"2022-11-02","paid_thru":"2027-01-31","new_member_date_2":"2017-09-12","temp_do_id_for_auto_old_do_id":"L25A03113","last_infoline_date_type":"2026-01-30","last_act_type":"2026-04-28","company_paid_thru":"2027-01-31","number_of_passed_courses":"0","intcode":"06","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"tcampbell@silverheights.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-03","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:04-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:04-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was not answered by the contact and went to voicemail.","aitm_callsummarytitle":"Voicemail reached","blocnote":"2026 May 08 call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"99","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_271f1e363b70acf0a1523037429","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_271f1e363b70acf0a1523037429","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"9223","email":"sparklebee80@gmail.com","first_name":"Carrie","last_name":"Van Wagoner","phone":"7809159961","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":"Carrie Van Wagoner","language":"English","origin":"Lapsed Spring 2024","individual_id":"320339","region":"CDN","lead_status":"Refused","old_do_id":"L25C06391","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7809159961","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T17:09:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2023-01-11","temp_do_id_for_auto_old_do_id":"L25C06391","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-02-28","pcl_status":"F","pcl_completion_date":"2023-04-30","number_of_passed_courses":"0","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","npi_email_temp":"sparklebee80@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:34-04:00","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\n2026 May 08 call reached Arden headquarters, transferred to Nancy Herbert but call ended due to inactivity before completion.","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":"15","pds_august":"2","phone_2":"4504750480","old_do_id":"L25O00306","pds_september":"2","last_infoline_date_type":"2021-05-03","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","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:34-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Nancy Herbert at Arden headquarters. The call encountered an automated phone system requiring digit inputs and was eventually transferred to Nancy, but the conversation was unclear and ended due to inactivity without completing the intended interaction.","aitm_callsummarytitle":"Unsuccessful call to Nancy Herbert at Arden headquarters","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Call ended due to inactivity before renewal discussion.","initialvalue":"Other","othermemberbenefit":"Call did not progress to discuss membership benefits.","old_int_code":"6","astotherreasonsnottorenew":"Call disconnected before renewal reason could be obtained.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_908edb5326857b6e2b9d005956e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_908edb5326857b6e2b9d005956e","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"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, TMAI","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":"0","blocnote":"May 14 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 25 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026-05-08 invalid phone destination, phone: +17052931785","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25A02340","temp_intcode_for_auto_old_int_code":"08","phone_2":"7054662530","last_conf_date_type":"2021-06-09","last_act_type":"2022-11-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ckindness@clearview.ca","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:46:43-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was made to the Township of Clearview but reached voicemail, and no conversation with a human took place.","aitm_callsummarytitle":"Call reached voicemail, no human interaction","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_856fbf0f72cbe46ed029aab182a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_856fbf0f72cbe46ed029aab182a","old_int_code":"08"}},"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":"2024-08-02","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"10923","email":"pattiwong@monsheong.org","first_name":"Patricia","last_name":"Wong","phone":"9058839288","orgname":"Mon Sheong Foundation","customer_acct_name":"Mon Sheong Foundation","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A00057","province":"ON","extension_phone_1":"2907","full_name":"Patricia Kam Yin Wong, CPA","language":"English","origin":"2023 lapsed Members","domain_1":"monsheong.org","lapsed_expiration_date":"2023-06-02","individual_id":"252127","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2026-05-14","old_do_id":"CNPIRETA00223","time_zone":"2","members_type":"AST","new_member_date_2":"2017-04-18","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-06-02","cpa_certification":"PCP","no_email_solicitation":"FALSE","pds_march":"1","cert_status":"PENDING","intcode":"02","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:21-04:00","blocnote":"18 February 2025 VM\n 20 February 2025 She was afraid that the call is spam then she asked me to call her later\n 21 February 2025 She's hanging up every time she sees the number - she thinks it's a spam\n2026 May 08 contact interested in renewal and sent application form - NPI# 10923","pds_july":"1","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00057","temp_intcode_for_auto_old_int_code":"02","pds_august":"1","phone_2":"4165278211","pds_september":"1","last_infoline_date_type":"2023-10-03","last_act_type":"2023-10-03","pcl_status":"P","pcl_completion_date":"2017-07-30","pf1_status":"P","pf1_completion_date":"2018-04-22","pf2_status":"P","pf2_completion_date":"2018-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-05-04","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"pattiwong@monsheong.org","pcl_completion_date_5":"2022-07-30","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:21-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","sendapplicationform":"2026-05-08T11:39:00-04:00","npi_transcriptsummary":"The agent contacted Patricia regarding her lapsed Associate membership with the National Payroll Institute. Patricia expressed interest in renewing, confirmed her email, and the agent sent her the application form. The call concluded successfully with Patricia satisfied and informed about the renewal fee.","aitm_callsummarytitle":"Successful renewal interest call with Patricia","notrenewedwanttorenew":"Yes","mini_nps":"5","initialvalue":"Seminar","age_range":"61+","old_int_code":"11","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_0d8f0df65620dc25a2257bbb010","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0d8f0df65620dc25a2257bbb010","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2025-02-28"}},"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":"2022-06-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"khuram.mushtaq@lycopodium.com","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"28993","email":"carolwu0702@gmail.com","first_name":"Fan","last_name":"Wu","phone":"6045343412","orgname":"Liberty Contract Management Inc.","customer_acct_name":"Liberty Contract Management Inc.","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":"AST1554","full_name":"Fan Wu","members_type":"AST","city_1":"Surrey","province":"BC","language":"English","phone_2":"6045650792","lead_status":"Member","new_member_date_2":"2016-05-10","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"243223","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"11","last_engaged_date":"2025-05-13","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-13T17:29:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-05-13T17:37:00-04:00","blocnote":"13 May 2025 Completed","resourceaware":"No","resourcevisitedselfreport":"","last_login_date":"2025-05-13T18:17:33-04:00","member_may":"1","value_designation":"No","pipeline_1_lapsed_members":"","cert_status":"PENDING","old_int_code":"1","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1554","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2026-09-03","telemarketing_call_date":"2025-05-13","pcl_status":"P","pcl_completion_date":"2016-08-21","pf1_status":"P","pf1_completion_date":"2016-12-18","pf2_status":"P","pf2_completion_date":"2016-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-08-30","number_of_passed_courses":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:36-05:00","npi_email_temp":"carolwu0702@gmail.com","pcl_completion_date_5":"2021-08-21","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"9070","email":"anda.alexander@gmail.com","first_name":"Alexander","last_name":"Anda","phone":"5875689628","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":"L25C06600","full_name":"Alexander Anda","language":"English","origin":"Lapsed Spring 2024","individual_id":"305673","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502560","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"5875689628","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Apr 7 2025 interview completed","dhmsfin_telemarketing_last_contacted_date":"2025-04-07T16:53:00-04:00","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":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I am looking for a payroll job","careerchange":"Yes","careerchangespecify":"I dont have any job","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"its a little hard to participate","engagingstrategiesspecify":"I would like them to help me find a job in payroll","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","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2021-09-28","temp_do_id_for_auto_old_do_id":"L25C06600","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2022-01-08","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":"anda.alexander@gmail.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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":"2023-11-12","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","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"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":"2018-02-03","last_conf_date_type":"2015-06-02","last_act_type":"2020-01-12","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","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"30309","email":"annik.babin@langlois.ca","first_name":"Annik","last_name":"Babin","phone":"5148429512","orgname":"Langlois Avocats","customer_acct_name":"Langlois Avocats","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25O00194","individual_id":"308003","full_name":"Annik Babin","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"1","dhmsfin_telemarketing_last_contacted_date":"2025-02-19T09:28:00-05:00","area_code":"514","blocnote":"7 1 25 BV 9 1 25 BV transfert sans parler #c,, 13 1 25 BV 14 1 25 SONDAGE FAIT 19 2 25 REFUS CAR A SERV DE PAIE MAIS H?SITE LQ JE LUI DIT AVANTAGES ET ACCEPTE DOCS EN DISANT QU'ELLE CONNA?T PEU INP ET VA REGARDER","province":"QC","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00194","temp_intcode_for_auto_old_int_code":"1","organization_id":"308004","last_act_type":"2023-01-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"annik.babin@langlois.ca","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30053","email":"mandeep.kalhar@yahoo.ca","first_name":"Mandeep","last_name":"Kalhar","phone":"6478345915","orgname":"","customer_acct_name":"","tags":"250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Mandeep Kalhar","members_type":"CAND","city_1":"Brampton","province":"ON","language":"English","phone_2":"6478345915","lead_status":"Lapsed Member","new_member_date_2":"2024-12-13","pipeline_2_members_only_ast":"","individual_id":"336009","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"11","sendaprilemail":"Yes","sendmayemail":"2025-05-27T10:01:00-04:00","blocnote":"june 9 2025  refused","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","dhmsfin_telemarketing_last_contacted_date":"2025-06-09T15:53:00-04:00","paid_thru":"2025-11-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"L25C08580","temp_intcode_for_auto_old_int_code":"11","onesentencenotrenewed":"AST->CAND","last_act_type":"2024-12-13","pcl_status":"P","pcl_completion_date":"2024-06-19","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":"L25C08580","old_do_id":"LB2506239","date_of_renewal_identification":"","npi_email_temp":"mandeep.kalhar@yahoo.ca","canceldate":"2026-02-03","pcl_completion_date_5":"2029-06-19","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
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{"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":"2025-09-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"c.bidet@aepc.qc.ca","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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":"2026-03-13","last_act_type":"2026-03-13","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","latest_paid_thru":"2026-07-31"}},"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":"2026-09-03","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","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"9009","email":"regimato@hotmail.com","first_name":"Regina","last_name":"Martin","phone":"4164620002","orgname":"Greenbank & Martin Bookkeeping Inc.","customer_acct_name":"Greenbank & Martin Bookkeeping Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, 250515 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00032","province":"ON","full_name":"Regina Martin","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-01-17","domain_1":"greenbankbookkeeping.com","lapsed_expiration_date":"2023-03-02","individual_id":"271498","area_code":"416","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETO00457","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"May 14 2025 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T11:42:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00032","temp_intcode_for_auto_old_int_code":"16","organization_id":"271496","last_infoline_date_type":"2022-05-31","last_act_type":"2022-05-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"regimato@hotmail.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"31135","email":"cachartier3@gmail.com","first_name":"Caroline","last_name":"Chartier","phone":"4384100878","orgname":"","customer_acct_name":"","tags":"paie.ca visited, Payroll Resources, Payroll Resource Accessed, Breaking News, Mentorcity, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Caroline Chartier","lead_status":"Lapsed Member","members_type":"AST","city_1":"Montreal","province":"QC","phone_2":"4384100878","do_id":"L25A03060","pipeline_2_members_only_ast":"","new_member_date_2":"2025-02-27","no_email_solicitation":"False","area_code":"438","time_zone":"2","language":"French","intcode":"16","last_engaged_date":"2025-10-10","resources_tools_may":"1","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"343899","askpat_june":"2","resources_tools_june":"2","last_login_date":"2025-10-08T22:37:57-04:00","late_breaking_payroll_news_june":"1","late_breaking_payroll_news_july":"1","resources_tools_july":"7","paid_thru":"2026-02-28","resources_tools_august":"6","askpat_august":"1","sendjulyemail":"2025-08-27T10:06:00-04:00","blocnote":"20 mai 2026 ss reponse","sendmayemail":"2025-08-27T10:06:00-04:00","email2":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T10:03:00-04:00","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","resources_tools_september":"7","temp_do_id_for_auto_old_do_id":"L25A03060","temp_intcode_for_auto_old_int_code":"16","askpat_september":"1","late_breaking_payroll_news_september":"2","mentorship_september":"3","payroll_guidelines_september":"4","resources_tools_october":"2","last_act_type":"2025-02-27","mentorship_october":"1","telemarketing_call_date":"2025-12-10","askpat_october":"1","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","old_int_code":"08","npi_email_temp":"cachartier3@gmail.com","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","old_do_id":"AST1663","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:35-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Caroline but was unable to have a clear conversation as the user speech was inaudible and the call ended due to inactivity. The agent confirmed the contact's identity but no further interaction occurred.","aitm_callsummarytitle":"Unsuccessful call - no clear communication","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_993411d0b1d215e127bcf59e5b2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_993411d0b1d215e127bcf59e5b2"}},"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":{"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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"31050","email":"andrealbasquez@gmail.com","first_name":"Andrea","last_name":"Vasquez","phone":"519787660","orgname":"Business Facts Ltd","customer_acct_name":"Business Facts Ltd","tags":"TMAI","ip4":"10.13.129.141","fields":{"individual_id":"281037","full_name":"Andrea Alba Vasquez, PCP","members_type":"PRO","coidnewmbrdate":"2016-02-22","city_1":"Guelph","province":"ON","language":"English","phone_2":"4372343382","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-02-26","pipeline_2_members_only_ast":"","area_code":"519","time_zone":"2","blocnote":"April 16 2025 problem with phone number\n2026 May 12 contact interested in renewing later, email sent with renewal procedure - NPI# 31050","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T11:27:35-04:00","canceldate":"2025-02-21","cpa_certification":"PCP","cert_status":"SUSPENDED","intcode":"02","organization_id":"241284","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25P03122","temp_intcode_for_auto_old_int_code":"02","old_do_id":"L25O05313","old_int_code":"99","last_infoline_date_type":"2024-01-08","last_act_type":"2026-02-05","company_paid_thru":"2026-01-31","date_of_renewal_identification":"","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":"2023-03-23","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25P03122","npi_email_temp":"andrealbasquez@gmail.com","ln_entered_date":"2026-04-03","pcl_completion_date_5":"2024-11-05","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","thewithdrawaldate":"2025-02-21","aitm_status_called":"2026-05-12T12:51:43-04:00","number_of_call_attempts":"0","sendapplicationform":"2026-05-12T12:55:00-04:00","thewithdrawaldate_3_years":"2028-02-21","npi_transcriptsummary":"The agent contacted Andrea regarding her lapsed Professional membership with the National Payroll Institute. Andrea expressed interest in renewing but not immediately, and the agent sent her an email with renewal instructions. Andrea also inquired about payment options due to her current employment situation, which the agent noted for follow-up.","aitm_callsummarytitle":"Membership Renewal Interest and Payment Inquiry","notrenewedwanttorenew":"Yes","mini_nps":"3","onesentencenotrenewed":"Not today, but interested in renewing later.","initialvalue":"Help with Complex","age_range":"46-60","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","concernquestion":"Contact inquired about payment options for membership renewal due to not currently working as a payroll specialist and using a bookkeeper, requesting information on possible extensions or alternative payment methods.","retell_call_status":"ended","session_id":"call_cd0d1368eb92a50f5d3a4522c62","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cd0d1368eb92a50f5d3a4522c62","last_engaged_date":"2026-05-12","member_may":"1","number_of_calls_reached":"1","corp_cancel_date":"2026-05-02","company_status":"I"}},"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":"2023-11-09","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","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"30630","email":"melissajaclarke@yahoo.ca","first_name":"Melissa","last_name":"Clarke","phone":"6049897793","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":"333620","full_name":"Melissa Clarke","members_type":"CAND","do_id":"L25C00430","city_1":"Sechelt","province":"BC","language":"English","phone_2":"6049897793","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-24","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00430","last_act_type":"2024-01-23","pcl_status":"P","pcl_completion_date":"2024-05-06","number_of_passed_courses":"1","blocnote":"LNC Nov 6 2025 Survey completed She said she did not have the time for courses.","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T14:28:00-05:00","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":"No","notrenewedacquired":"No","notrenewedbudget":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"Yes","expectationsnotmetspecify":"More info on benefits","membershipcost":"Yes","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","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":"melissajaclarke@yahoo.ca","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"30064","email":"simone11richter@gmail.com","first_name":"Simone","last_name":"Richter","phone":"4039312161","orgname":"Meota Gas Co-operative Association Ltd.","customer_acct_name":"Meota Gas Co-operative Association Ltd.","tags":"250205 AST Members, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02116","full_name":"Simone Richter","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4033336135","lead_status":"Lapsed Member","new_member_date_2":"2022-07-29","pipeline_2_members_only_ast":"","individual_id":"314952","no_email_solicitation":"False","area_code":"403","time_zone":"4","blocnote":"30 April 2025 Not interested\n2026 Mar 04 call disconnected early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T16:31:29-05:00","intcode":"15","nationalconferenceattend":"No","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":"L25A02116","old_int_code":"2","temp_intcode_for_auto_old_int_code":"15","old_do_id":"AST1195","canceldate":"2025-10-01","last_act_type":"2025-11-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"simone11richter@gmail.com","aitm_status_called":"2026-03-04T16:31:29-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Simone but the call was very brief and ended without a conversation or task completion.","aitm_callsummarytitle":"Unsuccessful call attempt to Simone","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\/07\/2025","latest_paid_thru":"2025-07-31"}},"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, TMAI, recall pro","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\n2026 May 12 call reached voicemail, no contact made\n2026 May 12 reached voicemail, no message left\n2026 May 14 - Reached voicemail\/gatekeeper: Alla not available\n2026 May 14 - reached voicemail \/ contact not available\n2026 May 19 call reached voicemail, no contact with Alla\n2026 May 19 call reached voicemail, no contact made","pds_july":"4","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:08-04:00","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","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-21T10:02:09-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was made to Alla, but the contact was not available and the call went to voicemail.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_2d6229e73a2d6bbf8fcced35fb7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2d6229e73a2d6bbf8fcced35fb7","mini_nps":"3","onesentencenotrenewed":"Contact not available to respond to renewal.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact unreachable; no reason provided","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"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":"2026-05-01","last_act_type":"2026-05-01","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","npi_email_temp":"navleenbrar45@gmail.com","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","cpa_certification":"PCP"}},"seriesid":"163"}
{"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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30073","email":"slr1123@hotmail.com","first_name":"Samantha","last_name":"Rinkinen","phone":"4372432834","orgname":"Kognitive Tech Inc.","customer_acct_name":"Kognitive Tech Inc.","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1198","full_name":"Samantha Rinkinen","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4167592572","lead_status":"Renewed APX","new_member_date_2":"2020-10-30","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"44913","canceldate":"2019-01-05","no_email_solicitation":"False","area_code":"437","time_zone":"2","intcode":"10","blocnote":"May 8 2026  She said that she tried to contact someone on the info line but no one was available so she consulted her lawyer instead and that she is not thinking of payroll certification.","resourceaware":"Yes","resourcevisitedselfreport":"Last month","value_designation":"No","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:47:00-04:00","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1198","temp_intcode_for_auto_old_int_code":"10","last_infoline_date_type":"2026-05-26","last_act_type":"2026-05-26","date_of_renewal_identification":"2025-10-09","telemarketing_call_date":"2026-05-08","pcl_status":"F","pcl_completion_date":"2014-07-15","pf2_status":"P","pf2_completion_date":"2011-05-18","number_of_passed_courses":"1","old_int_code":"31","trc":"False","wera":"False","sendaidate":"2025-12-10T10:37:12-05:00","sendaigeneral":"2025-12-10T10:37:00-05:00","senddecemberemail":"2025-12-10T10:37:12-05:00","extension_phone_1":"","email2":"","full_name_2":" ","mini_nps":"4","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","npi_email_temp":"slr1123@hotmail.com","pcl_completion_date_5":"2019-07-15","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"do_id":"","full_name":"Tiffany Boyer","language":"English","origin":"Lapsed Spring 2024","individual_id":"315897","region":"CDN","lead_status":"Refused","old_do_id":"LB2503518","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":"2027-04-30","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":"2027-04-30","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\/2027","latest_paid_thru":"2027-04-30","corp_cancel_date":"2022-06-02","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","company_status":"A"}},"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","latest_paid_thru":"2022-03-31"}},"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","latest_paid_thru":"2023-08-31"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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":"2026-01-14","last_act_type":"2026-04-05","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","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"29427","email":"diarra83@hotmail.com","first_name":"Ndeye","last_name":"Diouf","phone":"8195209001","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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"Ongoing member received a call and awaits to the next call","individual_id":"230578","canceldate":"2018-01-03","no_email_solicitation":"False","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"","last_engaged_date":"2026-05-20","resources_tools_june":"2","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"AST0379","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-05-20","blocnote":"14 mai, Mrs Diouf wants to change her address to: 5440 rue Campeau, Laval, Qc H7T 3A1\n\nMay 14, an email was sent to NPI to update the address.","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T11:10:00-04:00","telemarketing_call_date":"2026-05-14","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\/2027","latest_paid_thru":"2027-04-30","mini_nps":"4","testimonial":"j'aime beaucoup le journal que vous nous envouy\u00e9 incluant les mises \u00e0 jour pour la fin de l'ann\u00e9e entre autres.\nJ'aime aussi les ateliers de l'INP.\nj'aime que vous nous contacter pour nous aviser des webinaires et autres informations.\nEn fait, de faire partie de ce r\u00e9seau (INP) c'est tr\u00e8s valorisant parmi nos coll\u00e8gues et patrons.","renewal_refusal_reasons":"","old_int_code":"02","sendpreexpirationemail":"2026-05-14T11:04:00-04:00","sendapxapplicationform":"2026-05-14T11:04:00-04:00","date_of_renewal_identification":"2026-05-23","ai_entered_date":"2026-05-23"}},"seriesid":"163"}
{"contact":{"id":"30330","email":"smadar.yehudaioff@collabera.com","first_name":"Smadar","last_name":"Yehudaioff","phone":"9738895264","orgname":"Collabera Canada Inc.","customer_acct_name":"Collabera Canada Inc.","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00345","individual_id":"309296","full_name":"Smadar Yehudaioff","language":"English","time_zone":"3","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","intcode":"07","blocnote":"May 28 2025 vm\r\nAug 12 2025 line busy\r\nLN Oct 15 2025 Line busy","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T16:18:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00345","temp_intcode_for_auto_old_int_code":"7","province":"NJ","organization_id":"310552","phone_2":"9738895264","last_act_type":"2023-04-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"smadar.yehudaioff@collabera.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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, TMAI","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\n2026 May 08 call reached voicemail\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 call reached voicemail for Lisa Aiken\n2026 May 11 voicemail reached, no human answer\n2026 May 13 call reached voicemail for Lisa Aiken, no conversation\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail\n2026 May 15 call reached voicemail, no message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:44-04:00","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":"2021-12-07","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","latest_paid_thru":"2021-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:42-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail. The agent left no message and the call was disconnected shortly after.","aitm_callsummarytitle":"Voicemail reached, no answer","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_83072dacf5d88b87c3e72226c03","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_83072dacf5d88b87c3e72226c03","company_paid_thru":"2021-05-31","corp_cancel_date":"2021-08-04","company_status":"I"}},"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":"2025-02-05","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","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"33750","email":"hongying0615@gmail.com","first_name":"Hong","last_name":"Yu","phone":"6042270162","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":"May 13 2026 Survey completed  change email for now because issue with the previous one.and send webinar and renewal emails. Also she said that she would like NPI to teach the latest software for payroll because when she goes for interviews she is asked about them.\r\nOld email was hongying15@hotmail.com temporarily not in use.\r\nMay 4 2026 vm  \r\nMay 11 2026 vm","sendmayemail":"2025-05-26T17:24:00-04:00","intcode":"02","pds_may":"1","cert_status":"WITHDRAWN","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T12:32:00-04:00","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":"02","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":"hongying0615@gmail.com","apx_entered_date":"2026-02-14","pcl_completion_date_5":"2022-06-04","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31","mini_nps":"5","testimonial":"NA","renewal_refusal_reasons":"","old_int_code":"6","regular_email_change_date":"2026-05-13T12:27:59-04:00","npi_email_2":"hongying15@hotmail.com","sendpreexpirationemail":"2026-05-13T12:28:00-04:00","sendapxapplicationform":"2026-05-13T12:28:00-04:00"}},"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","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"9069","email":"kimberchuk@hotmail.com","first_name":"Kimberly","last_name":"Christensen","phone":"7808063181","orgname":"Town of Wainwright","customer_acct_name":"Town of Wainwright","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07071","full_name":"Kimberly Christensen","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"304480","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2025-04-08","old_do_id":"LB2503250","members_type":"CAND","province":"AB","area_code":"780","time_zone":"4","phone_2":"7808063181","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 11 December 2025 Busy call later","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T17:00:00-05:00","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":"Yes","membershipcostspecify":"yes because I didnt use much","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":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2022-10-04","paid_thru":"2022-07-31","new_member_date_2":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25C07071","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-08-30","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"1","trc":"False","wera":"False","npi_email_temp":"kimberchuk@hotmail.com","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"contact":{"id":"31094","email":"book.keeper@aecaregina.com","first_name":"Margaret","last_name":"Reed","phone":"3065705646","orgname":"AECA","customer_acct_name":"AECA","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Margaret Reed","lead_status":"Refused","members_type":"AST","city_1":"Regina","province":"SK","pipeline_2_members_only_ast":"","new_member_date_2":"2025-02-18","no_email_solicitation":"False","time_zone":"3","language":"English","last_engaged_date":"2025-10-01","resources_tools_may":"1","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"347526","sendjulyemail":"2025-07-17T10:06:00-04:00","blocnote":"Nov 14 2025 vm  Nov 19 2025 vm\r\nNov 26 2025 vm\n2026 May 08 contact declined renewal due to retirement","sendmayemail":"2025-07-17T10:06:00-04:00","email2":"","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","intcode":"01","full_name_2":" ","paid_thru":"2026-01-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"2","temp_do_id_for_auto_old_do_id":"L25A02972","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2025-12-17","telemarketing_call_date":"2025-11-26","number_of_passed_courses":"0","old_int_code":"06","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:40-05:00","npi_email_temp":"book.keeper@aecaregina.com","canceldate":"2026-04-02","date_of_renewal_identification":"","old_do_id":"L25A02972","ln_entered_date":"2026-04-03","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted Margaret regarding her lapsed Associate membership with the National Payroll Institute and conducted a brief survey about her membership experience. Margaret indicated she joined to stay current with payroll legislation, rated her satisfaction as average, and declined to renew because she has retired from payroll. The call concluded politely with no renewal.","aitm_callsummarytitle":"Membership Renewal Declined Due to Retirement","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"I've retired.","initialvalue":"Stay Current","age_range":"46-60","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ee76827789a6601806d6e794f6c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ee76827789a6601806d6e794f6c","number_of_calls_reached":"1","last_infoline_date_type":"2025-12-17"}},"seriesid":"163"}
{"contact":{"id":"9267","email":"aprekob@bell.net","first_name":"Andree","last_name":"Laurin-Prekob","phone":"6136234267","orgname":"Arnprior Aerospace Inc.","customer_acct_name":"Arnprior Aerospace Inc.","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02263","province":"ON","extension_phone_1":"617","full_name":"Andree Laurin-Prekob","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2016-01-14","domain_1":"arnprioraerospace.com","lapsed_expiration_date":"2023-03-02","individual_id":"17018","area_code":"613","region":"CDN","lead_status":"Lapsed Member","old_do_id":"L25O00055","time_zone":"2","members_type":"AST","new_member_date_2":"2016-08-23","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2019-10-02","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"4","cert_status":"WITHDRAWN","intcode":"0","blocnote":"May 16 2025 no matching directory entry.\r\nAug 5 2025 vm\r\nLN Oct 1 2025 vm\n2026 May 08 call ended after no matching directory entry found repeatedly","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","organization_id":"121369","pds_july":"4","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A02263","temp_intcode_for_auto_old_int_code":"08","pds_august":"4","phone_2":"5032612770","pds_september":"4","last_infoline_date_type":"2021-04-28","last_act_type":"2021-04-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-04-20","number_of_passed_courses":"1","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"aprekob@bell.net","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach a contact at Arndprior Aerospace by navigating the company's phone directory but was unable to find a matching directory entry for the intended person. After multiple unsuccessful attempts to enter the correct extension or name, the call was ended by the agent.","aitm_callsummarytitle":"Unsuccessful Directory Navigation - No Contact Reached","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_68fcd31b7301e6a685256a1cb59","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_68fcd31b7301e6a685256a1cb59","number_of_calls_reached":"1","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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":"2020-02-06","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","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"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","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"30355","email":"dolsen@sundancecollege.ca","first_name":"Dean","last_name":"Olsen","phone":"4039200070","orgname":"Robertson College- Calgary Campus","customer_acct_name":"Robertson College- Calgary Campus","tags":"DELETE, 250217 Lapsed, 250214 NPI Emails to recovered and need to update AC, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00086","individual_id":"206262","full_name":"Dean Olsen","language":"English","time_zone":"4","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"May 28 2025 vm\r\nAug 12 2025 The receptionist said there is no one by the name Dean Olsen there","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T20:19:00-04:00","notrenewedother":"Could not find a reason why they did not renew","old_int_code":"12","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00086","temp_intcode_for_auto_old_int_code":"21","province":"AB","organization_id":"192508","last_act_type":"2019-12-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dolsen@sundancecollege.ca","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34704","email":"anitampar@hotmail.com","first_name":"Anita","last_name":"Parbhudial","phone":"4162397111","orgname":"Erco Worldwide, A Division of Superior Plus LP","customer_acct_name":"Erco Worldwide, A Division of Superior Plus LP","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"49590","full_name":"Anita Parbhudial","do_id":"L25A00548","language":"English","canceldate":"2022-07-05","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2009-05-06","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"11","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"CPM","intcode":"0","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026-05-08 Dial no answer, phone: +19058405033\n2026 May 11 call reached voicemail, no contact made\n2026-05-11 Dial no answer, phone: +19058405033\n2026 May 13 contact does not know Anita and has no new contact information.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:28-04:00","pds_july":"11","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25A00548","temp_intcode_for_auto_old_int_code":"08","pds_august":"11","phone_2":"4162390235","pds_september":"11","last_infoline_date_type":"2019-01-08","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"11","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"anitampar@hotmail.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","called_by":"Tri","aitm_status_called":"2026-05-13T13:08:28-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent called to speak with Anita but was informed that Anita is not available at the company and the contact did not have any new contact information for her. The call ended after this exchange without further action.","aitm_callsummarytitle":"Contact not available, no new info for Anita","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7c983010097976c94746f651ddd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7c983010097976c94746f651ddd","old_int_code":"08","mini_nps":"3","onesentencenotrenewed":"Contact does not know Anita and has no new contact information.","initialvalue":"Other","astotherreasonsnottorenew":"Contact does not know Anita and has no new contact information.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"10815","email":"taoye68@hotmail.com","first_name":"Tao","last_name":"Ye","phone":"","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2503979","full_name":"Tao Ye, BA","language":"English","origin":"Lapsed 2024","explicit_consent_date":"2010-08-25","lapsed_expiration_date":"2022-06-06","individual_id":"173257","members_type":"PRO","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI002546","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-06-06","province":"ON","cpa_certification":"PCP","cert_status":"WITHDRAWN","time_zone":"2","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2024-04-30","new_member_date_2":"2010-08-25","temp_do_id_for_auto_old_do_id":"LB2503979","temp_intcode_for_auto_old_int_code":"21","phone_2":"4168277328","last_infoline_date_type":"2022-12-01","last_conf_date_type":"2020-06-17","last_act_type":"2024-06-20","pcl_status":"P","pcl_completion_date":"2011-01-19","pf1_status":"P","pf1_completion_date":"2011-03-24","pf2_status":"P","pf2_completion_date":"2011-05-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-10-20","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"taoye68@hotmail.com","pcl_completion_date_5":"2016-01-19","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"33927","email":"mariemercure@hotmail.ca","first_name":"Marie-Pier","last_name":"Mercure","phone":"7807332171","orgname":"Millwrights Local 1460","customer_acct_name":"Millwrights Local 1460","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"298295","full_name":"Marie-Pier Mercure, Accounting Admin","do_id":"L25A01111","language":"English","canceldate":"2022-04-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2021-02-22","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"21","blocnote":"June 3 2025 Marie-Pier no longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T17:28:00-04:00","old_int_code":"12","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A01111","temp_intcode_for_auto_old_int_code":"21","phone_2":"7809377279","last_act_type":"2021-03-06","pcl_status":"F","pcl_completion_date":"2021-05-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mariemercure@hotmail.ca","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31"}},"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","latest_paid_thru":"2023-08-31"}},"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":"03","blocnote":"20 mai 2025 bv\r\n21 m,ai 2025 bv\r\n22 mai 2025 n'est plus en poste\n2026 May 08 call reached IVR, no human contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","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":"03","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","latest_paid_thru":"2025-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:58-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Viktorija but was met with an automated phone system and did not connect to a human. The agent navigated the IVR menu but was unable to reach the intended contact before the call ended due to inactivity.","aitm_callsummarytitle":"Call reached IVR, no human contact","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"16","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0cd1ef4eafd44574729f9b17e53","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0cd1ef4eafd44574729f9b17e53","number_of_calls_reached":"1"}},"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":"2026-05-08T10:06:47-04:00","area_code":"450","extension_phone_1":"223","blocnote":"19 2 25 BV POSSIBLEMENT PLUS TARD = 15\n2026 May 08 call disconnected early, no conversation","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":"2021-08-09","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","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief, lasting only 7 seconds, and ended with the user hanging up. No conversation took place during the call.","aitm_callsummarytitle":"Call disconnected early with no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_758819d23944dcd7effb145b36d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_758819d23944dcd7effb145b36d","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30339","email":"sue.coombes@oakviewgroup.com","first_name":"Susan","last_name":"Coombes","phone":"2504902342","orgname":"South Okanagan Events Centre Complex","customer_acct_name":"South Okanagan Events Centre Complex","tags":"CSV imported, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"province":"BC","origin":"2023 lapsed Members","explicit_consent_date":"2019-05-15","domain_1":"penticton.ca","lapsed_expiration_date":"2022-07-05","area_code":"250","region":"CDN","old_do_id":"CNPIRETO00487","do_id":"L25O00064","individual_id":"276092","full_name":"Susan Coombes","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 18  2025 in the middle of payroll call back\r\nLN Nov 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T13:23:00-05:00","email2":"susan.coombes@penticton.ca","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25O00064","temp_intcode_for_auto_old_int_code":"06","organization_id":"276091","last_conf_date_type":"2024-08-21","number_of_passed_courses":"0","pds_october":"1","old_int_code":"10","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"sue.coombes@oakviewgroup.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8980","email":"man.li.ubc@hotmail.com","first_name":"Man","last_name":"Li","phone":"7782392225","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":"LB2502658","full_name":"Man Li","language":"English","origin":"Lapsed Spring 2024","individual_id":"272586","area_code":"778","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001494","time_zone":"5","province":"BC","members_type":"CAND","phone_2":"6045886886","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"10 March 2025 VM says Kevin\r\n18 March 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-03-18T14:28:00-04:00","notrenewedother":"Phone cannot be recovered","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2024-01-31","new_member_date_2":"2019-02-13","temp_do_id_for_auto_old_do_id":"LB2502658","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-11-12","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":"2019-12-09","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"man.li.ubc@hotmail.com","pcl_completion_date_5":"2024-04-21","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"31071","email":"vickiranter@gmail.com","first_name":"Victoria","last_name":"Ranter","phone":"5195394830","orgname":"Riley Sports","customer_acct_name":"Riley Sports","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"308755","full_name":"Victoria Ranter","members_type":"PRO","do_id":"L25P00284","city_1":"Woodstock","province":"ON","language":"English","extension_phone_1":"223","phone_2":"2262284635","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2022-01-11","area_code":"519","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"16 April 2025 Call did not go through\r\n23 April 2025 Call did not got through\r\n06 May 2025 VM\r\n05 September 2025 VM\r\nLN \/ 08 December 2025 VM\n2026 May 25 reached voicemail system and connected to Vicky Rancher\n2026 May 25 call reached voicemail, no contact with Victoria.","paid_thru":"2024-12-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:07-04:00","temp_do_id_for_auto_old_do_id":"L25P00284","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-02-06","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"P","pf1_completion_date":"2023-02-16","pf2_status":"P","pf2_completion_date":"2023-05-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-07-19","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"vickiranter@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-25T12:27:05-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call reached voicemail and no conversation with the intended contact occurred.","aitm_callsummarytitle":"Voicemail reached, no 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","session_id":"call_aa0821a927a2fd13fa03e3c2aaa","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_aa0821a927a2fd13fa03e3c2aaa","number_of_total_call_attempts":"2"}},"seriesid":"163"}
{"contact":{"id":"30286","email":"helengu7568@gmail.com","first_name":"Helen","last_name":"Gu","phone":"7805773300","orgname":"Alberta Milk","customer_acct_name":"Alberta Milk","tags":"DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25P00051","individual_id":"285301","full_name":"Helen Gu","canceldate":"2023-03-02","members_type":"PRO","language":"English","time_zone":"4","lead_status":"Refused","new_member_date_2":"2020-01-29","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","intcode":"21","blocnote":"28 May 2025 not at the office\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 she didn't have a membership before","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:52:00-05:00","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":"L25P00051","temp_intcode_for_auto_old_int_code":"21","phone_2":"7807098037","last_infoline_date_type":"2022-11-22","last_act_type":"2025-04-24","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":"2020-08-24","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_int_code":"12","notrenewedother":"Doesn't remember ever being a member","npi_email_temp":"helengu7568@gmail.com","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"30420","email":"sharon_ip82@hotmail.com","first_name":"Cheuk","last_name":"Ip","phone":"6045283265","orgname":"British Columbia Hydro and Power Authority","customer_acct_name":"British Columbia Hydro and Power Authority","tags":"250217 Lapsed, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"97017","full_name":"Cheuk Man Ip, PCP","members_type":"CORP","city_1":"Vancouver","province":"BC","language":"English","phone_2":"6047672150","lead_status":"Not Relevant","new_member_date_2":"2009-11-24","pipeline_1_lapsed_members":"","time_zone":"5","canceldate":"2025-02-07","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","blocnote":"28 May 2025 VM\r\n10 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T16:17:00-04:00","organization_id":"11233","pipeline_2_members_only_ast":"","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2507184","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2507184","old_int_code":"6","last_act_type":"2026-04-05","company_paid_thru":"2027-01-31","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"sharon_ip82@hotmail.com","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","corp_cancel_date":"2007-12-03","do_id":"","company_status":"A"}},"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":{"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":"2026-08-01","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","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"30442","email":"freiregb@girlguides.ca","first_name":"Gabriella","last_name":"Freire","phone":"4164875281","orgname":"Girl Guides of Canada - Toronto","customer_acct_name":"Girl Guides of Canada - Toronto","tags":"","ip4":"127.0.0.1","fields":{"city_1":"","found":"","coidnewmbrdate":"","lead_status":"Lapsed Member","phone_2":"4164875281222","full_name":"","language":"English","origin":"","explicit_consent_date":"","domain_1":"","domain_2":"","attended_webinar":"","lapsed_expiration_date":"","email2":"mckenzil@girlguides.ca","members_type":"","time_zone":"2","do_id":"L25O4523","area_code":"416","never_call":"","region":"","last_engaged_date":"","nonactive_reason":"","last_login_date":"","old_do_id":"L25O00043","blocnote":"07 January 2025 VM\n  09 January 2025 Leisa doesn't work there - Call again and ask for payroll\n  10 January 2025 no one from the payroll available - call later\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 Send a letter that she can convince her boss with","dhmsfin_telemarketing_last_contacted_date":"2025-02-19T14:58:46-05:00","onesentencenotrenewed":"","value_help_with_complex":"","value_stay_current":"","value_course":"","value_designation":"","value_networking":"","value_career":"","value_promote_payroll":"","value_discount_program":"","othermemberbenefit":"","notrenewednolongerinpayroll":"","notrenewedleftcanada":"","notrenewednotenoughvalue":"","notrenewednobenefit":"","did_not_find_it_beneficial_specify_why":"","notrenewedother":"","notrenewednotused":"","notrenewedwanttorenew":"","npichallenges":"","npichallengesspecify":"","expectationsnotmet":"","expectationsnotmetspecify":"","membershipcost":"","membershipcostspecify":"","npivaluenotdelivered":"","npivaluenotdeliveredspecify":"","careerchange":"","careerchangespecify":"","hardtoparticipateevents":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"","age_range":"","selfpayrollproficiency":"","notrenewedcpehard":"","notrenewedoutofbusiness":"","notrenewedacquired":"","notrenewedbudget":"","notrenewedoutsourced":"","sendapplicationform":"","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25O4523","temp_intcode_for_auto_old_int_code":"6","npi_email_temp":"freiregb@girlguides.ca"}},"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":"2022-06-04","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","latest_paid_thru":"2023-03-31"}},"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, TMAI","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":"0","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T11:27:35-04:00","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Mar 11 2025 number not in service\n2026-05-12 invalid phone destination, phone: +12262419175\n2026-05-12 invalid phone destination, phone: +12262419175","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":"08","last_act_type":"2024-03-05","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","latest_paid_thru":"2023-11-30","thewithdrawaldate":"2024-02-03","aitm_status_called":"2026-05-12T11:41:43-04:00","number_of_call_attempts":"1","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_d55ccd9a5faf217fa4a228dd080","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d55ccd9a5faf217fa4a228dd080"}},"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, AI Contacts sent to TM 2026","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":"May 11 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:36:00-04:00","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 received a call and awaits to the next call","old_do_id":"L25A00632","telemarketing_call_date":"2026-05-11","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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"9124","email":"gwtowne@hotmail.com","first_name":"Gary","last_name":"Towne","phone":"6047807247","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":"LB2505315","full_name":"Gary Towne","language":"English","origin":"Lapsed Spring 2024","individual_id":"319770","region":"CDN","lead_status":"Refused","old_do_id":"L25C06463","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6047807247","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T17:25:00-05:00","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","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"he doesn't want to be in payroll anymore","hardtoparticipateevents":"No","mini_nps":"9","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","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC \/ 06 November 2025 VM\r\nLN \/ 10 December 2025 Disconnected number","canceldate":"2024-02-03","paid_thru":"2023-11-30","new_member_date_2":"2022-12-16","temp_do_id_for_auto_old_do_id":"LB2505315","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-16","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":"16","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"gwtowne@hotmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"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","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"9003","email":"amanda.gunn@3d-p.com","first_name":"Amanda","last_name":"Gunn","phone":"4036677626","orgname":"Evtech Solutions dba 3D-P","customer_acct_name":"Evtech Solutions dba 3D-P","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01506","full_name":"Amanda Gunn","language":"English","origin":"Lapsed Spring 2024","domain_1":"3d-p.com","individual_id":"319232","area_code":"403","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502469","time_zone":"4","province":"AB","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"Aug 6 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-08-06T15:03:00-04:00","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":"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","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25O01506","temp_intcode_for_auto_old_int_code":"1","organization_id":"319233","last_act_type":"2023-12-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amanda.gunn@3d-p.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33645","email":"toca-angie@hotmail.com","first_name":"Angela","last_name":"Toca","phone":"8664860919","orgname":"Dryco Group Inc.","customer_acct_name":"Dryco Group Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321810","full_name":"Angela Toca","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-02-24","city_1":"Chateauguay","time_zone":"2","province":"QC","language":"French","phone_2":"5148305290","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00605","last_infoline_date_type":"2023-11-07","last_act_type":"2024-02-26","number_of_passed_courses":"0","trc":"True","wera":"False","intcode":"21","blocnote":"lnc\r\n27 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T09:13:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"toca-angie@hotmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00605","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"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":"2024-03-06","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","latest_paid_thru":"2025-05-31"}},"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","latest_paid_thru":"2025-08-31"}},"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":"2026-12-02","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"30000","email":"books.teampowerhouse@gmail.com","first_name":"Sarah","last_name":"Wasylyshen","phone":"2505631000","orgname":"Team Powerhouse Realty","customer_acct_name":"Team Powerhouse Realty","tags":"250205 AST Members, npiAlert1, npiAlert12, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1497","full_name":"Sarah Wasylyshen","members_type":"AST","city_1":"Cranbrook","province":"SC","language":"English","phone_2":"2506122711","lead_status":"Renewed APX","new_member_date_2":"2023-12-22","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"262168","no_email_solicitation":"False","area_code":"250","time_zone":"5","intcode":"31","blocnote":"May 8 2026 Survey completed Send both emails. She is working remotely from the U.S  for a Canadian company and not certain which certification to get either U.S or Canada but can send application","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:50:00-04:00","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":"AST1497","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2026-02-02","telemarketing_call_date":"2026-05-08","sendaigeneral":"2026-05-08T12:49:00-04:00","sendoctoberemail":"2025-10-23T14:01:18-04:00","sendaidate":"2026-05-08T12:49:26-04:00","regular_email_change_date":"2025-11-14T14:49:02-05:00","sendcandapplicationform":"2026-05-08T12:50:00-04:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-23T14:02:00-04:00","value_designation":"No","mini_nps":"3","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"99","number_of_passed_courses":"0","date_of_renewal_identification":"2026-02-04","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":"","sendapplicationform":"2025-11-14T14:49:00-05:00","sendpreexpirationemail":"2025-11-14T14:49:00-05:00","last_engaged_date":"2026-02-09","trc":"False","wera":"False","last_infoline_date_type":"2025-11-26","npi_email_temp":"books.teampowerhouse@gmail.com","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago","sendaiemail":"2026-05-08T12:49:26-04:00"}},"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":"2024-06-01","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","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"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":"2024-04-03","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","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"9036","email":"slasic@tdgdesign.com","first_name":"Senka","last_name":"Lasic","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","ip4":"0.0.0.0","fields":{"do_id":"L25O01497","full_name":"Senka Lasic","language":"English","origin":"Lapsed Spring 2024","domain_1":"tdgdesign.com","individual_id":"257772","area_code":"905","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502365","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"11 March 2025 VM\n19 March 2025 VM\n01 April 2025 She wants the application form to renew\nJune 30 2025 she asked us to resend her the documents and she will renew when she is ready\n22 Sept resent CORP application email","dhmsfin_telemarketing_last_contacted_date":"2025-06-30T14:02:00-04:00","notrenewedwanttorenew":"Yes","sendapplicationform":"2025-06-30T14:01:00-04:00","temp_do_id_for_auto_old_do_id":"L25O01497","temp_intcode_for_auto_old_int_code":"23","organization_id":"307553","paid_thru":"2023-10-31","pds_august":"3","extension_phone_1":"258","phone_2":"6479960894","old_int_code":"23","member_september":"1","pds_september":"3","last_infoline_date_type":"2020-05-19","last_act_type":"2023-11-12","pcl_status":"P","pcl_completion_date":"2019-07-24","pf1_status":"P","pf1_completion_date":"2020-02-18","number_of_passed_courses":"2","pds_october":"3","trc":"True","wera":"False","pds_november":"3","npi_email_temp":"slasic@tdgdesign.com","pcl_completion_date_5":"2024-07-24","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"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":"2025-10-11","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","latest_paid_thru":"2026-10-31","company_paid_thru":"2024-10-31","corp_cancel_date":"2025-01-07","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31068","email":"louannemcgill@gmail.com","first_name":"Lou-Anne","last_name":"McGill","phone":"4504361512","orgname":"Ville de St-J\u00e9r\u00f4me","customer_acct_name":"Ville de St-J\u00e9r\u00f4me","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"298990","full_name":"Lou-Anne McGill, PCP","members_type":"CORP","coidnewmbrdate":"2022-08-25","city_1":"St-J?r?me","province":"QC","language":"French","phone_2":"5147301918","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","new_member_date_2":"2021-03-25","area_code":"450","time_zone":"2","canceldate":"2025-02-21","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":"2025-08-14T10:37:00-04:00","temp_do_id_for_auto_old_do_id":"LB2506168","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506168","old_int_code":"6","last_infoline_date_type":"2023-03-16","last_act_type":"2026-04-05","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2021-07-05","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2023-04-23","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","npi_email_temp":"louannemcgill@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","do_id":"","company_status":"A"}},"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, TMAI","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":"06","blocnote":"Dec 8 2025 completed ( she will renew soon)\n2026 May 08 voicemail reached - message from Karen in accounting\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 voicemail reached at West Coast Title Search accounting department\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail at West Coast Title Search\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 voicemail reached - no contact\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:47-04:00","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":"L25A02883","temp_intcode_for_auto_old_int_code":"06","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":"02","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","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:31:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached voicemail and the contact, Karen, was not available to take 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","session_id":"call_4c2e88e0376f67e246f67247f60","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4c2e88e0376f67e246f67247f60"}},"seriesid":"163"}
{"contact":{"id":"30022","email":"advantageottawavalley@gmail.com","first_name":"Jennifer","last_name":"Jones","phone":"6133230373","orgname":"Advantage Bookkeeping Services","customer_acct_name":"Advantage Bookkeeping Services","tags":"250205 AST Members, inPipeline2","ip4":"127.0.0.1","fields":{"full_name":"Jennifer Jones","members_type":"CAND","city_1":"White Lake","province":"ON","language":"English","phone_2":"6133230373","new_member_date_2":"2024-07-08","pipeline_2_members_only_ast":"AST to CAND","individual_id":"339590","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"06","blocnote":"26 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T14:58:00-04:00","pipeline_1_lapsed_members":"","last_engaged_date":"2025-11-25","nonactive_reason":"AST->CAND\/PRO","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05892","lead_status":"Not Relevant","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2504180","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-03-06","last_act_type":"2025-07-21","date_of_renewal_identification":"2025-10-08","pcl_status":"F","pcl_completion_date":"2024-12-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"advantageottawavalley@gmail.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30"}},"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","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"33840","email":"nbernard@sftp.com","first_name":"Nathalie","last_name":"Bernard","phone":"5143972001","orgname":"Parc Six Flags Montr\u00e9al S.E.C.","customer_acct_name":"Parc Six Flags Montr\u00e9al S.E.C.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"217719","full_name":"Nathalie Bernard","do_id":"L25A00343","language":"French","canceldate":"2021-10-02","time_zone":"2","area_code":"514","extension_phone_1":"2311","members_type":"AST","new_member_date_2":"2013-08-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"2","paid_thru":"2021-07-31","intcode":"03","blocnote":"18 aout 2025 bv\n2026 May 08 Attempted to reach Bernard via directory but contact not found, call ended without connection","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:47-04:00","temp_do_id_for_auto_old_do_id":"L25A00343","temp_intcode_for_auto_old_int_code":"03","pds_august":"2","phone_2":"5145240092","pds_september":"2","last_infoline_date_type":"2021-12-04","last_act_type":"2021-12-04","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"nbernard@sftp.com","formatted_paid_thru":"31\/07\/2021","latest_paid_thru":"2021-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach a contact named Bernard via an automated directory system. The agent tried multiple times to spell and locate the contact's extension but was unsuccessful. The call ended without reaching the intended person or completing the intended conversation.","aitm_callsummarytitle":"Unsuccessful contact attempt via directory","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4c29b1c76529d529f09f782a67d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4c29b1c76529d529f09f782a67d","number_of_calls_reached":"1"}},"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, 260522 Lapsed DEL","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":"336488","language":"English","full_name":"Janette Santos","last_act_type":"2026-05-03","company_paid_thru":"2027-03-31","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":"2026-05-27","old_do_id":"LB2505736","time_zone":"4","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"33728","email":"pdeschenes@savik.com","first_name":"Pascal","last_name":"Deschenes","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":"261125","full_name":"Pascal Deschenes","members_type":"CORP","do_id":"L25O00749","lead_status":"Lapsed Member","coidnewmbrdate":"2024-02-22","city_1":"Trois-Rivi?res","time_zone":"2","province":"QC","language":"French","extension_phone_1":"236","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T09:34:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00749","temp_intcode_for_auto_old_int_code":"16","organization_id":"261122","pds_august":"2","pds_september":"2","last_infoline_date_type":"2019-06-02","last_act_type":"2025-03-13","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"pdeschenes@savik.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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","latest_paid_thru":"2024-12-31"}},"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":"2026-03-24","last_conf_date_type":"2024-06-19","last_act_type":"2026-03-24","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","npi_email_temp":"julietdsouza@hotmail.ca","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"9029","email":"amosher@ballys.com","first_name":"Anne","last_name":"Mosher","phone":"4017123597","orgname":"Bally's Corp.","customer_acct_name":"Bally's Corp.","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":"L25O01535","full_name":"Anne Mosher","language":"English","origin":"Lapsed Spring 2024","domain_1":"ballys.com","individual_id":"317652","area_code":"401","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502444","time_zone":"2","province":"RI","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","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\nMay 27 2025 vm\r\nAug 11 2025 vm msg from provider number changed or no longer in service.","dhmsfin_telemarketing_last_contacted_date":"2025-08-11T18:59:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25O01535","temp_intcode_for_auto_old_int_code":"16","organization_id":"317653","last_act_type":"2023-11-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amosher@ballys.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33556","email":"hanna.zalizniuk@gmail.com","first_name":"Hanna","last_name":"Zalizniuk","phone":"4373135115","orgname":"Steadfast Bookkeeping & Consulting Inc.","customer_acct_name":"Steadfast Bookkeeping & Consulting Inc.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334493","full_name":"Hanna Zalizniuk","members_type":"CAND","do_id":"L25C00529","lead_status":"Lapsed Member","new_member_date_2":"2024-02-23","city_1":"Calgary","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":"L25C00529","last_act_type":"2024-02-23","pcl_status":"P","pcl_completion_date":"2024-06-04","number_of_passed_courses":"1","blocnote":"LNC \/ 13 November 2025 Didn't want to talk","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T12:39:00-05:00","intcode":"11","temp_intcode_for_auto_old_int_code":"11","trc":"True","wera":"False","npi_email_temp":"hanna.zalizniuk@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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":"2025-03-09","pcl_status":"F","number_of_passed_courses":"0","trc":"False","wera":"False","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","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"33574","email":"rashmeetkaur159@gmail.com","first_name":"Rashmeet","last_name":"Kaur","phone":"4034154070","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":"332557","full_name":"Rashmeet Kaur","members_type":"CAND","do_id":"L25C00538","lead_status":"Lapsed Member","new_member_date_2":"2024-01-26","city_1":"Calgary","time_zone":"4","province":"AB","language":"English","phone_2":"4034154070","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00538","last_act_type":"2024-01-26","pcl_status":"P","pcl_completion_date":"2024-05-06","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 13 November 2025 Couldn't talk - call back later\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T17:46:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"rashmeetkaur159@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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":"260522 Lapsed DEL","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":"2027-02-28","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":"LB2507002","old_int_code":"6","pds_september":"2","last_act_type":"2026-04-05","company_paid_thru":"2027-02-28","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","npi_email_temp":"rogerdmohammed13@hotmail.com","pcl_completion_date_5":"2015-08-03","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"9154","email":"anna.nomanova@gmail.com","first_name":"Anna","last_name":"Nomanova","phone":"5066635118","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":"Anna Nomanova","language":"English","origin":"Lapsed Spring 2024","individual_id":"318621","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25C06534","members_type":"CAND","province":"NB","area_code":"506","time_zone":"1","phone_2":"5066635118","pipeline_1_lapsed_members":"Refused Lapsed","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:09:00-05:00","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":"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":"No","blocnote":"LNC \/ 20 November 2025 VM","canceldate":"2024-01-05","paid_thru":"2023-10-31","new_member_date_2":"2022-11-11","temp_do_id_for_auto_old_do_id":"LB2504340","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-10-11","pcl_status":"F","pcl_completion_date":"2023-03-12","number_of_passed_courses":"0","onesentencenotrenewed":"","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"False","wera":"False","do_id":"LB2504340","npi_email_temp":"anna.nomanova@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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":"2024-11-01","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"30317","email":"bernard.tremblay@berger-levrault.ca","first_name":"Bernard","last_name":"Tremblay","phone":"4187801400","orgname":"Berger-Levrault Canada","customer_acct_name":"Berger-Levrault Canada","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A02275","individual_id":"145350","full_name":"Bernard Tremblay","language":"French","time_zone":"2","members_type":"AST","lead_status":"Lapsed Member","new_member_date_2":"2009-05-14","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2010-07-02","no_email_solicitation":"False","pds_march":"5","province":"QC","organization_id":"60781","pds_july":"5","paid_thru":"2022-10-31","intcode":"16","blocnote":"13 aout 2025 bv\n2026 May 08 call reached voicemail, no human contact\n2026-05-08 invalid phone destination, phone: +14186819023","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:56-04:00","temp_do_id_for_auto_old_do_id":"L25A02275","temp_intcode_for_auto_old_int_code":"16","pds_august":"5","phone_2":"4186819023","old_do_id":"L25O00259","pds_september":"5","last_infoline_date_type":"2022-10-20","last_act_type":"2023-11-30","pcl_status":"P","pcl_completion_date":"2009-07-02","pf1_status":"P","pf1_completion_date":"2009-11-09","number_of_passed_courses":"2","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"bernard.tremblay@berger-levrault.ca","pcl_completion_date_5":"2014-07-02","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:56:45-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call reached a voicemail system after navigating through an automated menu and attempting to reach a human operator. The agent left no message and the call was disconnected without speaking to a human.","aitm_callsummarytitle":"Call reached voicemail, no human contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_68dac052905f7315a5c2019ba77","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_68dac052905f7315a5c2019ba77","old_int_code":"08","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"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":"3107295325","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":"0","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":"2024-10-12","last_act_type":"2024-10-12","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":"08","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","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"30051","email":"melissa@automaxx.com","first_name":"Melissa","last_name":"Buckoll","phone":"4032505541","orgname":"Automaxx Automotive Sales Ltd","customer_acct_name":"Automaxx Automotive Sales Ltd","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0188","full_name":"Melissa Buckoll","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4032937916","lead_status":"Renewed APX","new_member_date_2":"2016-08-19","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"245687","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"403","time_zone":"4","sendaprilemail":"Yes","sendpreexpirationemail":"2025-04-25T11:56:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-04-25T11:56:00-04:00","blocnote":"Apr 25 2025 it will be hard for her to attend this year but asked to send docs anyways","nationalconferenceattend":"No","intcode":"11","pipeline_1_lapsed_members":"","cert_status":"PENDING","old_int_code":"2","paid_thru":"2026-07-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0188","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2026-08-05","last_act_type":"2026-08-05","telemarketing_call_date":"2025-04-25","pcl_status":"P","pcl_completion_date":"2016-12-04","pf1_status":"P","pf1_completion_date":"2017-05-21","pf2_status":"P","pf2_completion_date":"2018-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-06-29","number_of_passed_courses":"4","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:17-05:00","npi_email_temp":"melissa@automaxx.com","pcl_completion_date_5":"2021-12-04","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"30532","email":"dummy4@dummy.com","first_name":"Dummy","last_name":"4","phone":"5149922574","orgname":"","customer_acct_name":"","tags":"dummy","ip4":"127.0.0.1","fields":{"intcode":"20","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":"20","do_id":"LB2505027","temp_do_id_for_auto_old_do_id":"LB2505027","npi_email_temp":"dummy4@dummy.com"}},"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":"2020-03-11","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","latest_paid_thru":"2021-09-30"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31134","email":"angie.chand@seaspan.com","first_name":"Anjanie","last_name":"Chand","phone":"6043417826","orgname":"Seaspan ULC","customer_acct_name":"Seaspan ULC","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, npiAlert3","ip4":"127.0.0.1","fields":{"full_name":"Anjanie Chand, PLP,CHRP","members_type":"PRO","city_1":"Burnaby","province":"ON","phone_2":"4167058197","pipeline_2_members_only_ast":"","new_member_date_2":"2015-10-08","area_code":"416","time_zone":"2","language":"English","intcode":"99","last_engaged_date":"2025-05-29","resources_tools_may":"1","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"40314","blocnote":"10 June 2025 No answer\r\nJune 19 2025   June 25 2025 vm","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02178","lead_status":"Renewed Lapsed","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2504321","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"CPM","pds_august":"9","date_of_renewal_identification":"2025-10-02","pds_september":"9","last_infoline_date_type":"2025-11-06","last_act_type":"2026-04-05","number_of_passed_courses":"0","pds_october":"9","old_int_code":"5","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"angie.chand@seaspan.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"9139","email":"cmorin@centrelecap.ca","first_name":"C\u00e9line","last_name":"Morin","phone":"6135213340","orgname":"Canadian Centre for Ethics in Sport","customer_acct_name":"Canadian Centre for Ethics in Sport","tags":"CSV imported, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"ON","extension_phone_1":"3230","full_name":"C\u00e9line Morin","language":"English","origin":"2023 lapsed Members","domain_1":"centrelecap.ca","lapsed_expiration_date":"2022-11-02","individual_id":"305066","area_code":"613","region":"CDN","lead_status":"Not Relevant","last_engaged_date":"2024-11-22","old_do_id":"LB2504798","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"May 14 2025 Celine has not worked there in 2 years","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T14:55:00-04:00","old_int_code":"21","canceldate":"2022-11-02","new_member_date_2":"2021-09-13","paid_thru":"2027-01-31","date_of_renewal_identification":"2025-10-08","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2504798","temp_intcode_for_auto_old_int_code":"99","organization_id":"347597","phone_2":"6133163681","last_act_type":"2025-02-18","company_paid_thru":"2027-01-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cmorin@centrelecap.ca","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"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":"33537","email":"jackie.thompson@barrie.ca","first_name":"Jacqueline","last_name":"Thompson","phone":"7057394220","orgname":"City of Barrie","customer_acct_name":"City of Barrie","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"individual_id":"181679","full_name":"Jacqueline Thompson","members_type":"PRO","do_id":"L25P00340","lead_status":"Lapsed Member","new_member_date_2":"2011-02-14","city_1":"Barrie","time_zone":"2","province":"ON","language":"English","extension_phone_1":"5230","phone_2":"7057946652","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"16 April 2025 No answer\r\n24 April 2025 VM\r\n03 September 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 15 call reached voicemail for Jackie Thompson who is on vacation until October 16.\n2026 May 15 call reached voicemail\n2026 May 19 reached voicemail for Jackie Thompson who is on vacation until Oct 16\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 reached voicemail, no contact with human\n2026 May 21 call reached voicemail, no human interaction","pds_july":"7","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:07-04:00","temp_do_id_for_auto_old_do_id":"L25P00340","temp_intcode_for_auto_old_int_code":"6","pds_august":"7","pds_september":"7","last_infoline_date_type":"2021-05-05","last_conf_date_type":"2021-06-09","last_act_type":"2025-01-07","pcl_status":"P","pcl_completion_date":"2011-06-09","pf1_status":"P","pf1_completion_date":"2012-01-03","pf2_status":"P","pf2_completion_date":"2012-05-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-03-07","number_of_passed_courses":"4","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"jackie.thompson@barrie.ca","pcl_completion_date_5":"2016-06-09","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","thewithdrawaldate":"2025-04-02","aitm_status_called":"2026-05-21T10:02:09-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately.","aitm_callsummarytitle":"Voicemail reached, no answer","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No interaction with the contact to determine renewal interest.","initialvalue":"Other","prootherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_013e0da29b03e06cc69d23204a3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_013e0da29b03e06cc69d23204a3","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"9222","email":"henockpeter24@gmail.com","first_name":"Petembe","last_name":"Tshimanga","phone":"2507549600","orgname":"Sprott-Shaw Community College","customer_acct_name":"Sprott-Shaw Community College","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07140","province":"BC","full_name":"Petembe Tshimanga","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"295662","area_code":"250","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500400","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":"2021-06-17","temp_do_id_for_auto_old_do_id":"L25C07140","phone_2":"7809334225","last_act_type":"2022-07-12","pcl_status":"P","pcl_completion_date":"2021-10-03","pf1_status":"F","pf1_completion_date":"2021-03-22","pf2_status":"F","pf2_completion_date":"2021-04-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"henockpeter24@gmail.com","pcl_completion_date_5":"2026-10-03","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"9053","email":"relock@centralcarriersltd.ca","first_name":"Rendel","last_name":"Elock","phone":"7804471610","orgname":"Central Carriers (Edmonton) Ltd.","customer_acct_name":"Central Carriers (Edmonton) Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01661","province":"AB","full_name":"Rendel Elock","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2016-06-21","domain_1":"centralcarriersltd.ca","individual_id":"244205","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500228","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"Survey completed will not be renewing ,winding down company due to economic issues.","dhmsfin_telemarketing_last_contacted_date":"2025-05-14T12:10:00-04:00","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":"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":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O01661","temp_intcode_for_auto_old_int_code":"1","organization_id":"244204","last_conf_date_type":"2019-06-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"relock@centralcarriersltd.ca","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-05-18","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"14278","email":"mcrane@centralpainting.com","first_name":"Michelle","last_name":"Crane","phone":"7057212421","orgname":"Central Painting","customer_acct_name":"Central Painting","tags":"241015 CDN, NPIdealed, npiAlert14, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Michelle Crane","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","do_id":"L25O02478","individual_id":"248363","time_zone":"2","area_code":"705","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501007","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","intcode":"16","blocnote":"Sept 5 2025 michelle is no longer there and the new payroll person doesnt know anything about the membership","dhmsfin_telemarketing_last_contacted_date":"2025-09-05T14:18:00-04:00","old_int_code":"12","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O02478","temp_intcode_for_auto_old_int_code":"16","pds_august":"3","pipeline_2_members_only_ast":"","last_infoline_date_type":"2024-09-02","last_act_type":"2024-09-02","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"mcrane@centralpainting.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"30413","email":"mail.arora.vaibhav6@gmail.com","first_name":"Vaibhav","last_name":"Arora","phone":"6472866971","orgname":"Banyan Software Canada Inc","customer_acct_name":"Banyan Software Canada Inc","tags":"DELETE, 250217 Lapsed, NPIdealed, 250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"300421","full_name":"Vaibhav Arora, PCP","members_type":"CORP","city_1":"Toronto","province":"ON","language":"English","phone_2":"6472081634","lead_status":"Renewed Lapsed","new_member_date_2":"2021-04-23","coidnewmbrdate":"2025-02-05","origin":"Lapsed Members","found":"DO4 Email","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-05-28","area_code":"647","time_zone":"2","organization_id":"347244","canceldate":"2025-02-18","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2506224","last_infoline_date_type":"2026-06-02","last_act_type":"2026-04-05","company_paid_thru":"2027-01-31","pcl_status":"P","pcl_completion_date":"2021-08-29","pf1_status":"P","pf1_completion_date":"2021-12-23","pf2_status":"P","pf2_completion_date":"2022-04-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-04-06","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506224","old_do_id":"L25P00053","npi_email_temp":"mail.arora.vaibhav6@gmail.com","pcl_completion_date_5":"2026-08-29","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30911","email":"jjonajej@gmail.com","first_name":"Jeanne","last_name":"Gill","phone":"2047790537","orgname":"Payworks","customer_acct_name":"Payworks","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"individual_id":"332888","full_name":"Jeanne Marie Gill","members_type":"CAND","coidnewmbrdate":"2001-02-01","city_1":"Guelph","province":"ON","language":"English","phone_2":"2269793359","lead_status":"Partner","pipeline_1_lapsed_members":"","area_code":"204","time_zone":"3","canceldate":"2025-03-04","intcode":"99","blocnote":"Apr 16 2025 vm  May6 2025 vm\r\nAug 11 2025 vm","pipeline_2_members_only_ast":"","paid_thru":"2026-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-08-11T16:42:00-04:00","new_member_date_2":"2024-01-11","temp_do_id_for_auto_old_do_id":"LB2505658","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25C00333","old_int_code":"6","last_infoline_date_type":"2025-08-14","last_act_type":"2026-01-13","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2024-04-18","pf1_status":"P","pf1_completion_date":"2024-12-24","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2505658","npi_email_temp":"jjonajej@gmail.com","pcl_completion_date_5":"2029-04-18","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"34707","email":"charlesvodnoski@gmail.com","first_name":"Charles","last_name":"Vodnoski","phone":"7804771540","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"56485","full_name":"Charles Vodnoski","do_id":"L25A00549","language":"English","canceldate":"2023-07-11","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2002-01-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"11","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","cpa_certification":"PCP","intcode":"0","blocnote":"june 9 2025 vm\r\nLN \/ 24 September 2025 No longer working there\n2026 May 08 call reached Shoppers Drug Mart Cromdale pharmacy, no Charles available, call ended politely.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:50-04:00","pds_july":"11","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A00549","temp_intcode_for_auto_old_int_code":"08","pds_august":"11","phone_2":"7804762407","old_int_code":"08","pds_september":"11","last_conf_date_type":"2011-06-07","last_act_type":"2025-04-24","pf2_status":"P","pf2_completion_date":"2009-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-05-15","number_of_passed_courses":"2","pds_october":"11","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"charlesvodnoski@gmail.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Shoppers Drug Mart Cromdale and navigated through the automated menu to reach the pharmacy. Upon speaking with a person, the agent asked for Charles, but was informed that Charles was not available at the pharmacy. The call ended politely after this clarification.","aitm_callsummarytitle":"No Charles at Pharmacy - Call Ended","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not the intended person and could not provide renewal information.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact was not reached as the intended person was not available at the number called.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3f2faaab2acc9cb6db6681f0be7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3f2faaab2acc9cb6db6681f0be7","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33897","email":"elysia.suyu@gmail.com","first_name":"Elysia","last_name":"Suyu","phone":"6046754000","orgname":"Provincial Health Services Authority","customer_acct_name":"Provincial Health Services Authority","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"296747","full_name":"Elysia Suyu, PCP","language":"English","canceldate":"2022-03-02","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2021-01-18","lead_status":"Not Relevant","no_email_solicitation":"False","pipeline_1_lapsed_members":"","province":"BC","organization_id":"241256","intcode":"99","blocnote":"June 3 2025 vm\r\nAug 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-20T12:05:00-04:00","cert_status":"ACTIVE","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","cpa_certification":"PCP","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2505079","temp_intcode_for_auto_old_int_code":"99","phone_2":"6043381668","old_do_id":"LB2505079","old_int_code":"6","last_act_type":"2025-07-31","company_paid_thru":"2027-01-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2021-08-29","pf2_status":"P","pf2_completion_date":"2024-07-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-05-22","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"elysia.suyu@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"31080","email":"accounting@cwce.ca","first_name":"Michelle","last_name":"Myers","phone":"3063437280","orgname":"Catterall & Wright","customer_acct_name":"Catterall & Wright","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":"285457","full_name":"Michelle Myers","individual_id":"320666","province":"SK","language":"English","extension_phone_1":"116","phone_2":"3067175592","last_act_type":"2024-03-26","company_paid_thru":"2026-01-31","pcl_status":"P","pcl_completion_date":"2025-07-02","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"L25O05323","temp_do_id_for_auto_old_do_id":"L25O05323","npi_email_temp":"accounting@cwce.ca","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-03","old_do_id":"LB2504157","time_zone":"4","pcl_completion_date_5":"2030-07-02","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","corp_cancel_date":"2026-04-21","company_status":"I"}},"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","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"30336","email":"souimet@rsfa.ca","first_name":"Sylvie","last_name":"Ouimet","phone":"5142556444","orgname":"Le Repos Saint-Francois D'Assise","customer_acct_name":"Le Repos Saint-Francois D'Assise","tags":"250213 Lapsed, 250213 Lapsed DEL, DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00421","individual_id":"259650","full_name":"Sylvie Ouimet","extension_phone_1":"229","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"14 aout bv de retour 25 aout vacances","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T09:36:00-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00421","temp_intcode_for_auto_old_int_code":"6","province":"QC","organization_id":"83682","pds_august":"2","pds_september":"2","last_act_type":"2023-08-05","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"souimet@rsfa.ca","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9161","email":"haleylj_19@hotmail.com","first_name":"Haley","last_name":"Littlejohn","phone":"4039893943","orgname":"O'Chiese First Nation Administration","customer_acct_name":"O'Chiese First Nation Administration","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06450","full_name":"Haley Littlejohn","language":"English","origin":"Lapsed Spring 2024","individual_id":"320601","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502484","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"4034187927","intcode":"11","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T16:57:00-05:00","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC \/ 19 November 2025 Doesn't want to participate","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2022-01-13","temp_do_id_for_auto_old_do_id":"L25C06450","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-02-10","pcl_status":"F","pcl_completion_date":"2023-05-25","number_of_passed_courses":"0","old_int_code":"16","trc":"False","wera":"False","npi_email_temp":"haleylj_19@hotmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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":{"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":"2023-02-01","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","latest_paid_thru":"2023-12-31"}},"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, TMAI","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":"2026-05-08T10:06:54-04:00","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\n2026 May 08 contact answered, interested in renewal, email sent - NPI# 30271","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","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","sendapplicationform":"2026-05-08T10:35:00-04:00","npi_transcriptsummary":"The agent spoke with Sue regarding her lapsed Associate membership with the National Payroll Institute. Sue answered a short survey about her membership experience and expressed interest in renewing, though not immediately. The agent confirmed Sue's email and sent her the application form for renewal.","aitm_callsummarytitle":"Membership Renewal Interest Confirmed","notrenewedwanttorenew":"Yes","mini_nps":"4","initialvalue":"Stay Current","age_range":"61+","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_bf35fd82d67897d5a56d508e0a0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bf35fd82d67897d5a56d508e0a0","number_of_calls_reached":"1","last_engaged_date":"2026-05-09"}},"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":"2023-10-04","last_conf_date_type":"2018-06-27","last_act_type":"2023-03-09","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","latest_paid_thru":"2023-07-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"269296","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"May 11 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:03:00-04:00","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":"2025-03-09","telemarketing_call_date":"2026-05-11","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","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"9178","email":"tempel.jen@gmail.com","first_name":"Jennifer","last_name":"Lategan","phone":"4034708833","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2500287","province":"AB","full_name":"Jennifer Lategan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"275150","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00231","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 16 2025 vm\r\nJuly 17 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:51:00-05:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","paid_thru":"2022-03-31","new_member_date_2":"2019-04-14","temp_do_id_for_auto_old_do_id":"LB2500287","temp_intcode_for_auto_old_int_code":"6","phone_2":"4034708833","last_infoline_date_type":"2021-04-02","last_act_type":"2022-08-31","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2020-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-02-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"tempel.jen@gmail.com","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"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":{"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","latest_paid_thru":"2024-01-31"}},"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, TMAI","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":"06","blocnote":"15 April 2025 VM\r\n23 April 2025 VM\r\n06 May 2025 Doesn't work there anymore\n2026 May 25 call reached voicemail at accounting department for ICFG\n2026 May 25 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:06-04:00","old_int_code":"21","notrenewednolongerinpayroll":"Yes","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00287","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-05-07","last_act_type":"2025-02-06","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-25T12:22:15-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered and went to voicemail immediately.","aitm_callsummarytitle":"Voicemail reached, no answer","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f60d17a9dbfc059dddcfd8ba9d1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f60d17a9dbfc059dddcfd8ba9d1","number_of_total_call_attempts":"2"}},"seriesid":"163"}
{"contact":{"id":"33665","email":"ragubeerlisa@gmail.com","first_name":"Lisa","last_name":"Hodge","phone":"5794212759","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":"334737","full_name":"Lisa Hodge","members_type":"CAND","do_id":"L25C00625","lead_status":"Lapsed Member","new_member_date_2":"2024-02-27","city_1":"Montr?al","time_zone":"2","province":"QC","language":"English","phone_2":"5794212759","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00625","last_infoline_date_type":"2024-07-23","last_act_type":"2024-07-23","pcl_status":"F","pcl_completion_date":"2024-07-02","pf1_status":"F","pf1_completion_date":"2024-06-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 not a good time to talk","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:21:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ragubeerlisa@gmail.com","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"30263","email":"mary_josy2002@yahoo.com.br","first_name":"Maria","last_name":"Felix","phone":"5145667407","orgname":"","customer_acct_name":"","tags":"250213 Lapsed, 250213 Lapsed AST, NPIdealed","ip4":"127.0.0.1","fields":{"do_id":"L25A00023","full_name":"Maria Felix","members_type":"AST","language":"English","time_zone":"2","lead_status":"Refused","new_member_date_2":"2012-04-12","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"198123","canceldate":"2023-06-02","cpa_certification":"PCP","no_email_solicitation":"FALSE","cert_status":"WITHDRAWN_CPE","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-18T12:03:00-05:00","area_code":"514","blocnote":"18 February 2025 She is not in payroll anymore","province":"QC","notrenewednolongerinpayroll":"Yes","pipeline_2_members_only_ast":"","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00023","temp_intcode_for_auto_old_int_code":"21","phone_2":"5145667407","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-07-13","pf1_status":"P","pf1_completion_date":"2013-01-23","pf2_status":"P","pf2_completion_date":"2013-05-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-02-13","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"mary_josy2002@yahoo.com.br","pcl_completion_date_5":"2017-07-13","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"30262","email":"kim.watchorn@tkl.ca","first_name":"Kim","last_name":"Watchorn","phone":"7055679361","orgname":"Town of Kirkland Lake","customer_acct_name":"Town of Kirkland Lake","tags":"250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00020","full_name":"Kim Watchorn","members_type":"AST","language":"English","time_zone":"2","lead_status":"Lapsed Member","new_member_date_2":"2018-10-17","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"189067","canceldate":"2021-12-02","no_email_solicitation":"FALSE","pds_march":"1","province":"ON","intcode":"0","blocnote":"May 28 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 30 2025 vm\n2026 May 08 call reached voicemail, no human answered\n2026-05-08 invalid phone destination, phone: +17055442811","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25A00020","temp_intcode_for_auto_old_int_code":"08","pds_august":"1","extension_phone_1":"230","phone_2":"7055679365","pds_september":"1","last_act_type":"2020-02-10","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"kim.watchorn@tkl.ca","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:41:47-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call reached a voicemail system for the Town of Kirkland Lake administration and treasury offices, and no human was reached during the call. The agent attempted to navigate the phone menu but was unable to connect to a live person.","aitm_callsummarytitle":"Call reached voicemail, no human answered","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_20e49c724f38bc87e18b089aa38","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_20e49c724f38bc87e18b089aa38","old_int_code":"08"}},"seriesid":"163"}
{"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, 260522 Lapsed DEL","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":"LB2506731","old_int_code":"6","last_act_type":"2025-06-02","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":"","npi_email_temp":"olamideomisore12@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"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","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","latest_paid_thru":"2025-01-31"}},"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":"2026-01-15","last_act_type":"2026-04-14","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","old_do_id":"L25C00620","npi_email_temp":"michelle.felizarte@gmail.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34043","email":"kadacamp@gmail.com","first_name":"Kathryn","last_name":"Campbell","phone":"4032128413","orgname":"Energy Resourcing Canada","customer_acct_name":"Energy Resourcing Canada","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"256091","full_name":"Kathryn Campbell","do_id":"L25A00900","language":"English","canceldate":"2023-11-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2017-09-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"06","blocnote":"03 June 2025 Number not in service\n2026-05-08 invalid phone destination, phone: +14032128413\n2026 May 08 voicemail reached, message left\n2026-05-11 invalid phone destination, phone: +14032128413\n2026 May 11 voicemail reached, message left\n2026-05-13 invalid phone destination, phone: +14032128413\n2026 May 13 voicemail reached, message left\n2026-05-15 invalid phone destination, phone: +14032128413\n2026 May 15 call reached voicemail, message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","old_int_code":"08","pds_july":"2","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A00900","temp_intcode_for_auto_old_int_code":"06","pds_august":"2","phone_2":"4038750722","pds_september":"2","last_infoline_date_type":"2018-06-18","last_act_type":"2024-10-23","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"kadacamp@gmail.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ebb80dd61afa60a07f9f927ac8c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ebb80dd61afa60a07f9f927ac8c","npi_transcriptsummary":"The call reached voicemail and the agent left a message for Kathryn. No direct conversation with the contact occurred.","aitm_callsummarytitle":"Voicemail reached, message left","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","mini_nps":"3"}},"seriesid":"163"}
{"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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30062","email":"jobykj2002@yahoo.co.uk","first_name":"Joby","last_name":"Kannikkattjohn","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"250205 AST Members, inPipeline2, fixDhms, npiAlert3, npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Joby Kannikkattjohn","members_type":"CAND","city_1":"Brampton","province":"ON","language":"English","phone_2":"6477879512","new_member_date_2":"2024-10-10","pipeline_2_members_only_ast":"","individual_id":"327606","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"LNC \/ 04 December 2025 VM","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T09:05:00-05:00","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05915","nonactive_reason":"AST->CAND\/PRO","lead_status":"Lapsed Member","paid_thru":"2025-09-30","temp_do_id_for_auto_old_do_id":"L25C08003","temp_intcode_for_auto_old_int_code":"6","date_of_renewal_identification":"","last_act_type":"2024-10-10","pcl_status":"P","pcl_completion_date":"2023-09-22","pf1_status":"F","pf1_completion_date":"2023-10-24","pf2_status":"F","pf2_completion_date":"2024-03-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-10-10","number_of_passed_courses":"2","do_id":"L25C08003","trc":"True","wera":"False","canceldate":"2025-12-02","onesentencenotrenewed":"","npi_email_temp":"jobykj2002@yahoo.co.uk","pcl_completion_date_5":"2028-09-22","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"9087","email":"gugutian@gmail.com","first_name":"Gu","last_name":"Tian","phone":"4164198636","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":"L25C06516","full_name":"Gu Tian","language":"English","origin":"Lapsed Spring 2024","individual_id":"307594","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503628","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4164198636","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T09:16:00-05:00","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":"I wanted to learn about  Canadian payroll","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":"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":"2021-11-22","temp_do_id_for_auto_old_do_id":"L25C06516","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-02-09","pcl_status":"P","pcl_completion_date":"2022-03-13","pf1_status":"P","pf1_completion_date":"2022-06-26","pf2_status":"P","pf2_completion_date":"2022-10-30","number_of_passed_courses":"3","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"gugutian@gmail.com","pcl_completion_date_5":"2027-03-13","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"30035","email":"billyren@gmail.com","first_name":"Yunming","last_name":"Ren","phone":"4165880089","orgname":"The Metropolitan Tea Company","customer_acct_name":"The Metropolitan Tea Company","tags":"payroll.ca visited, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST1185","full_name":"Yunming Ren","members_type":"AST","city_1":"Toronto","province":"ON","language":"English","phone_2":"4168205510","lead_status":"Renewed APX","new_member_date_2":"2018-04-04","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","sendpreexpirationemail":"2025-03-24T14:45:00-04:00","blocnote":"May 4 2026 She said she will pass on webinar emails.","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T13:23:00-04:00","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":"2025-10-04","last_login_date":"2025-03-27T11:20:33-04:00","individual_id":"262277","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"11","pipeline_1_lapsed_members":"","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":"AST1185","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2021-08-12","last_act_type":"2026-04-28","telemarketing_call_date":"2026-05-04","sendaigeneral":"2025-10-22T09:46:00-04:00","sendoctoberemail":"2025-10-22T09:46:44-04:00","sendaidate":"2025-12-01T10:13:33-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-22T09:48:00-04:00","testimonial":"","testimonialagree":"No","testimonialrefusal":"","pcl_status":"P","pcl_completion_date":"2018-08-12","pf1_status":"P","pf1_completion_date":"2018-12-17","pf2_status":"P","pf2_completion_date":"2019-04-15","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"billyren@gmail.com","apx_entered_date":"2026-02-14","pcl_completion_date_5":"2023-08-12","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","date_of_renewal_identification":"2026-05-01"}},"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":"2018-12-02","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","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8988","email":"melissasheenaroth@gmail.com","first_name":"Melissa","last_name":"Roth","phone":"4169177250","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":"L25C06719","full_name":"Melissa Roth","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"311534","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503309","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4169177250","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T09:15:00-05:00","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":"she was going to be in payroll","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":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-05-02","paid_thru":"2023-02-28","new_member_date_2":"2022-03-28","temp_do_id_for_auto_old_do_id":"L25C06719","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-03-27","pcl_status":"P","pcl_completion_date":"2022-07-17","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"melissasheenaroth@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"31116","email":"sarb.kaur@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, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Navtania Batth","lead_status":"Lapsed Member","members_type":"AST","city_1":"Surrey","province":"BC","phone_2":"6043633834","do_id":"L25A03104","pipeline_2_members_only_ast":"","new_member_date_2":"2021-03-01","canceldate":"2026-05-02","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"604","time_zone":"5","language":"English","intcode":"15","pipeline_1_lapsed_members":"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":"May 4 2026 completed with renewal ( sent both emails for renewal and webinars)\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call initiated but ended early without conversation","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","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":"L25A03104","temp_intcode_for_auto_old_int_code":"15","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":"3","testimonial":"N\/A","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":"False","wera":"False","pcp_we":"APPROVED","old_int_code":"06","npi_email_temp":"sarb.kaur@gmail.com","pcl_completion_date_5":"2021-05-02","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","old_do_id":"AST1644","renewal_refusal_reasons":"","npi_email_2":"taniaxbatth@gmail.com","regular_email_change_date":"2026-05-04T12:52:26-04:00","sendpreexpirationemail":"2026-05-04T12:52:00-04:00","sendapxapplicationform":"2026-05-04T12:52:00-04:00","called_by":"Tri","aitm_status_called":"2026-05-08T14:26:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called the contact and asked to speak with Navtania, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call ended early after initial greeting","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fd2d5e086fc0cd5c4b43ec3bcc6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fd2d5e086fc0cd5c4b43ec3bcc6","number_of_calls_reached":"1"}},"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":"2024-12-02","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","latest_paid_thru":"2025-01-31"}},"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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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":"2024-05-09","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","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"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, TMAI","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":"10","blocnote":"July 8 2025 completed\n2026 May 25 contact not available, callback scheduled for June 1 at 9:00 AM - NPI# 31065","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:06-04:00","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":"3","age_range":"Preferred not to say","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":"10","last_infoline_date_type":"2024-06-06","last_act_type":"2025-02-06","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-25T14:07:06-04:00","number_of_call_attempts":"1","npi_call_back_date_and_time":"2026-06-01T09:00:00-04:00","npi_call_back_time_hour":"09","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent called to speak with Mingzhe but was informed he is on vacation until June 1st. A callback was scheduled for June 1st at 9:00 AM. The call ended after confirming the callback date.","aitm_callsummarytitle":"Callback Scheduled for Unavailable Contact","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact was not available and requested a callback.","initialvalue":"Other","prootherreasonsnottorenew":"Contact not available due to vacation.","old_int_code":"1","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0b089389b251fd0832063648f26","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0b089389b251fd0832063648f26","number_of_total_call_attempts":"1"}},"seriesid":"163"}
{"contact":{"id":"30143","email":"alina.khusni@gmail.com","first_name":"Alina","last_name":"Khusniyarova","phone":"7788660413","orgname":"Bench Accounting","customer_acct_name":"Bench Accounting","tags":"250205 AST Members, 250903 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST0724","full_name":"Alina Khusniyarova, CPA, CGA","members_type":"AST","city_1":"Kelowna","province":"BC","language":"English","phone_2":"7788660413","lead_status":"Renewed APX","new_member_date_2":"2016-06-10","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"243980","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","area_code":"650","time_zone":"5","intcode":"99","blocnote":"May 6 2026 completed with renewal ( she will renew soon) sent both emails\r\nM'ay 29 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-29T10:36:00-04:00","pipeline_1_lapsed_members":"","pds_may":"1","cert_status":"PENDING","pds_july":"1","paid_thru":"2027-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"1","temp_do_id_for_auto_old_do_id":"AST0724","temp_intcode_for_auto_old_int_code":"99","pds_september":"1","last_infoline_date_type":"2024-08-28","last_act_type":"2025-05-27","telemarketing_call_date":"2026-05-29","pcl_status":"P","pcl_completion_date":"2016-09-19","pf1_status":"P","pf1_completion_date":"2016-12-18","pf2_status":"P","pf2_completion_date":"2017-03-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-12-03","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:33-05:00","pds_november":"1","npi_email_temp":"alina.khusni@gmail.com","apx_entered_date":"2026-04-16","pcl_completion_date_5":"2021-09-19","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","mini_nps":"5","testimonial":"N\/A","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-06T13:44:00-04:00","sendapxapplicationform":"2026-05-06T13:45:00-04:00","old_int_code":"02","last_engaged_date":"2026-05-31","date_of_renewal_identification":"2026-06-03"}},"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":"2022-11-01","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","npi_email_temp":"andrea_bailey7@hotmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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, TMAI","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":"10","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\n2026 May 08 call to Milton Hydro, unable to reach Lo-an Tran, callback requested","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","canceldate":"2024-04-02","new_member_date_2":"2021-02-05","no_email_solicitation":"FALSE","pds_march":"9","notrenewedwanttorenew":"No","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":"10","pds_august":"9","pds_september":"9","last_infoline_date_type":"2021-05-27","last_act_type":"2023-04-01","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","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Milton Hydro to reach Lo-an Tran but was unable to be transferred to her. The representative, Victoria, offered to take a message and have Lo-an call back instead. The agent agreed to call back later and ended the call.","aitm_callsummarytitle":"Unable to reach Lo-an Tran, callback requested","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_eeb195351b056b10f068ca25669","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_eeb195351b056b10f068ca25669","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"28998","email":"ellawu0122@hotmail.com","first_name":"Jing","last_name":"Wu","phone":"5144984444","orgname":"Brasswater","customer_acct_name":"Brasswater","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1555","full_name":"Jing Wu, CPA, CGA","members_type":"AST","city_1":"Lasalle","province":"QC","language":"English","phone_2":"5148829830","lead_status":"Member","new_member_date_2":"2013-01-25","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"210268","no_email_solicitation":"False","pds_march":"6","area_code":"514","time_zone":"2","intcode":"11","blocnote":"june 2 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-05-15T11:03:00-04:00","last_engaged_date":"2025-12-01","pipeline_1_lapsed_members":"","sendaprilemail":"Yes","sendmayemail":"2025-06-02T15:37:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pds_may":"6","old_int_code":"1","pds_july":"6","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"6","temp_do_id_for_auto_old_do_id":"AST1555","temp_intcode_for_auto_old_int_code":"11","pds_september":"6","last_infoline_date_type":"2018-01-30","last_act_type":"2025-09-11","telemarketing_call_date":"2025-05-15","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:42-05:00","pds_november":"6","npi_email_temp":"ellawu0122@hotmail.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"9042","email":"relainespa@yahoo.com","first_name":"Relaine","last_name":"Alvior","phone":"7788811448","orgname":"Cross Dev't.","customer_acct_name":"Cross Dev't.","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07588","province":"BC","full_name":"Relaine Alvior, none","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2021-02-02","individual_id":"260810","area_code":"318","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2500524","time_zone":"3","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2021-02-02","members_type":"CAND","paid_thru":"2020-11-30","new_member_date_2":"2019-12-18","temp_do_id_for_auto_old_do_id":"L25C07588","phone_2":"6045256519","last_act_type":"2020-01-04","pcl_status":"P","pcl_completion_date":"2020-03-01","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"relainespa@yahoo.com","pcl_completion_date_5":"2025-03-01","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30"}},"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, TMAI","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":"02","blocnote":"30 May 2025 VM\r\n11 September 2025 Survey completed\n2026 May 13 - Agent asked for Ayan; no answer\/identification\n2026 May 15 contact confirmed identity, expressed dissatisfaction with membership, interested in renewing designation, email sent - NPI# 31066","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:06:43-04:00","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":"Yes","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":"31-45","selfpayrollproficiency":"Prefers not to say","temp_do_id_for_auto_old_do_id":"L25P00279","temp_intcode_for_auto_old_int_code":"02","last_infoline_date_type":"2024-02-05","last_act_type":"2025-02-06","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-15T11:06:43-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent confirmed the contact's identity and discussed the lapsed Professional membership. The user expressed dissatisfaction with their membership experience but showed interest in renewing their designation. The agent provided detailed information about the reinstatement process and sent an email with the application form to the confirmed email address.","aitm_callsummarytitle":"Membership Renewal and Designation Reinstatement","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6b3821cf265677c430747b634ce","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6b3821cf265677c430747b634ce","number_of_calls_reached":"2","sendapplicationform":"2026-05-15T11:10:00-04:00","thewithdrawaldate_3_years":"2028-03-04","initialvalue":"Designation"}},"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":"2024-05-03","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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"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","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"31072","email":"cbeaulac@live.ca","first_name":"Caroline","last_name":"Beaulac","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"members_type":"PRO","region":"CDN","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-03-07","individual_id":"43030","new_member_date_2":"2025-01-31","paid_thru":"2027-01-31","cert_status":"ACTIVE","province":"QC","cpa_certification":"SCP","language":"French","pds_august":"4","phone_2":"8194731626","full_name":"Caroline Beaulac, PCP","pds_september":"4","last_infoline_date_type":"2026-09-02","last_act_type":"2026-02-27","pcl_status":"P","pcl_completion_date":"2017-12-24","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":"2006-11-10","number_of_passed_courses":"4","pds_october":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"4","temp_do_id_for_auto_old_do_id":"LB2504672","npi_email_temp":"cbeaulac@live.ca","pcl_completion_date_5":"2022-12-24","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"30348","email":"cynthia@labelerie.ca","first_name":"Cynthia","last_name":"D\u00e9pault","phone":"4509154385","orgname":"La B\u00ealerie Distribution & Transformation Inc.","customer_acct_name":"La B\u00ealerie Distribution & Transformation Inc.","tags":"DELETE, 250217 Lapsed, NPIdealed, 250815 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00189","individual_id":"300495","full_name":"Cynthia D\u00e9pault","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":"2025-08-14T09:42:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25O00189","temp_intcode_for_auto_old_int_code":"16","province":"QC","organization_id":"302947","phone_2":"4505219557","last_infoline_date_type":"2021-07-09","last_act_type":"2023-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cynthia@labelerie.ca","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30","company_paid_thru":"2022-06-30","corp_cancel_date":"2022-09-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9143","email":"anita@reboxcorp.com","first_name":"Anita","last_name":"Elkaim","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":"L25O01482","extension_phone_1":"267","full_name":"Anita Elkaim","language":"English","origin":"Lapsed Spring 2024","domain_1":"reboxcorp.com","individual_id":"43710","area_code":"514","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502356","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\n01 April 2025 VM  Apr 4 2025 vm\r\nAPr 22 2025 vm may 20 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:58:00-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25O01482","temp_intcode_for_auto_old_int_code":"6","organization_id":"284108","last_infoline_date_type":"2022-11-30","last_act_type":"2024-01-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"anita@reboxcorp.com","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","company_paid_thru":"2023-11-30","corp_cancel_date":"2024-02-03","company_status":"I"}},"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","latest_paid_thru":"2023-04-30"}},"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":"2023-11-01","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","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9096","email":"marina.shilderman@gmail.com","first_name":"Marina","last_name":"Peles","phone":"6047274096","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":"Marina Peles","language":"English","origin":"Lapsed Spring 2024","individual_id":"322221","region":"CDN","lead_status":"Refused","old_do_id":"L25C06321","members_type":"CAND","province":"BC","area_code":"604","time_zone":"5","phone_2":"6047274096","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 4 2025 vm\r\nLNC Nov 12 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T14:24:00-05:00","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","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":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2024-01-31","new_member_date_2":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C06321","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-11-15","pcl_status":"P","pcl_completion_date":"2023-05-18","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"P","pf2_completion_date":"2023-11-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-15","number_of_passed_courses":"4","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"True","wera":"True","npi_email_temp":"marina.shilderman@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_completion_date_5":"2028-05-18","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"30500","email":"leanne.mcavoy@black-rock.ca","first_name":"Leanne","last_name":"McAvoy","phone":"9022933837","orgname":"Black Rock Accounting Services","customer_acct_name":"Black Rock Accounting Services","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":"L25C00014","individual_id":"308220","full_name":"Leanne McAvoy","language":"English","time_zone":"1","new_member_date_2":"2021-12-22","lead_status":"Refused","members_type":"CAND","pipeline_1_lapsed_members":"Refused Lapsed","province":"NS","area_code":"902","phone_2":"9022933837","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-05-08T13:45:00-04:00","blocnote":"May 8 2025 interview completed","sendapplicationform":"2025-05-06T17:36:00-04:00","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":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"yes my budget played a role in not renewing my membership","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","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","last_engaged_date":"2025-05-20","onesentencenotrenewed":"CAND Reached 3 years","canceldate":"2025-02-04","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C00014","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-26","pcl_status":"P","pcl_completion_date":"2022-04-21","pf1_status":"P","pf1_completion_date":"2023-09-28","pf2_status":"P","pf2_completion_date":"2023-12-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"leanne.mcavoy@black-rock.ca","pcl_completion_date_5":"2027-04-21","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"31085","email":"Kierstyn.Spratt@ontario.ca","first_name":"","last_name":"","phone":"","orgname":"Ontario Public Service","customer_acct_name":"Ontario Public Service","tags":"npiAlert9, npiAlert11, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"members_type":"CORP","lead_status":"Lapsed DEL","pipeline_1_lapsed_members":"Lapsed Members","date_of_renewal_identification":"","organization_id":"7438","individual_id":"317997","full_name":"Kierstyn Spratt","paid_thru":"2025-08-31","province":"ON","last_act_type":"2024-12-09","language":"English","do_id":"L25O4527","number_of_passed_courses":"0","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O4527","old_do_id":"L25O02463","npi_email_temp":"Kierstyn.Spratt@ontario.ca","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"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, AI Contacts sent to TM 2026, 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":"2026-05-11","new_member_date_2":"2018-01-12","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"259393","no_email_solicitation":"False","pds_march":"3","area_code":"647","time_zone":"2","intcode":"31","blocnote":"May 11 2026 Survey completed Send Resource email.","pipeline_1_lapsed_members":"","pds_may":"3","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:45:00-04:00","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":"31","pds_september":"3","last_infoline_date_type":"2026-08-01","last_act_type":"2026-08-01","telemarketing_call_date":"2026-05-11","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":"99","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","latest_paid_thru":"2026-12-31","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","sendaigeneral":"2026-05-11T10:45:00-04:00","sendaiemail":"2026-05-11T10:45:28-04:00","sendaidate":"2026-05-11T10:45:28-04:00"}},"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, AI Contacts sent to TM 2026","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":"2026-04-15","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":"06","blocnote":"May 11 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:28:00-04:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","old_int_code":"99","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 received a call and awaits to the next call","ai_entered_date":"2026-04-01","telemarketing_call_date":"2026-05-11","pcl_completion_date_5":"2029-11-01","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"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","latest_paid_thru":"2022-06-30"}},"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":"34631","email":"sanashahid.000@gmail.com","first_name":"Sana","last_name":"Moid","phone":"6476773022","orgname":"MobbyCart","customer_acct_name":"MobbyCart","tags":"250616 phone recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"324489","full_name":"Sana Moid","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2023-11-08","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"01","blocnote":"June 10 2025 call back\n2026 May 08 voicemail reached, no human answer\n2026 May 08 contact not interested in renewing membership","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:30-04:00","old_int_code":"06","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01278","temp_intcode_for_auto_old_int_code":"01","phone_2":"4372270948","last_act_type":"2025-02-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sanashahid.000@gmail.com","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Sana and informed her about the lapsed Associate membership. Sana expressed disinterest in renewing, and the agent asked for a brief reason for not renewing before the call ended.","aitm_callsummarytitle":"Contact refused to renew membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_6e79b2cd546d2b0c3bf391f4a06","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6e79b2cd546d2b0c3bf391f4a06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01278","number_of_calls_reached":"1"}},"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":"2027-04-30","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":"2026-04-05","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","old_do_id":"L25P00258","npi_email_temp":"law-chris@hotmail.com","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","last_infoline_date_type":"2026-04-05"}},"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":"2022-10-05","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"ivy201210@yahoo.ca","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"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","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","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"30437","email":"trily93@gmail.com","first_name":"Guy","last_name":"TRUMP","phone":"1234567890","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, dummy, fixTelemarketingMay","ip4":"10.13.144.179","fields":{"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":"Yes","hardtoparticipateevents":"Yes","mini_nps":"5","age_range":"Prefers not to say","selfpayrollproficiency":"Native","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"Yes","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","onesentencenotrenewed":"","sendapplicationform":"2025-11-10T15:31:00-05:00","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","members_type":"AST","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T13:47:00-04:00","blocnote":"texte nouveau bloc-note","sendpreexpirationemail":"2026-05-05T17:12:00-04:00","sendcandapplicationform":"2026-05-06T12:02:00-04:00","sendwelcomeapplicationform":"2026-05-06T12:02:00-04:00","source_of_membership":"Recommendation from a colleague \/ an NPI member","job_title":"Business Owner \/ President \/ CEO","payroll_experience_in_years":"10+","othermemberbenefit":"","last_engaged_date":"2026-05-04","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewedother":"","sendaprilemail":"Yes","nationalconferenceattend":"No","area_code":"123","time_zone":"2","sendmayemail":"2025-11-16T15:09:00-05:00","resourceaware":"No","resourcevisitedselfreport":"","sendjuneemail":"2025-09-04T21:42:00-04:00","npichallengesspecify":"q04a ouverte","expectationsnotmetspecify":"open q04b","npivaluenotdeliveredspecify":"q04d ouverte","careerchangespecify":"q04e ouverte","hardtoparticipateeventsspecify":"q04f ouverte","engagingstrategiesspecify":"q04g ouverte","source_of_membership_other":"","testimonial":"test en date du 4 mai 2026 13:45","sendjulyemail":"2025-09-11T18:36:00-04:00","phone_2":"5149922574","email2":"candidedevoltaire2022@gmail.com","full_name_2":" ","extension_phone_1":"","coidnewmbrdate":"2025-08-13","canceldate":"2025-08-21","new_member_date_2":"2025-08-05","lead_status":"STATUT TEST","regular_email_change_date":"2026-05-06T12:02:10-04:00","do_id":"LB2505462","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2505462","temp_intcode_for_auto_old_int_code":"01","sendseptemail":"2025-09-29T22:08:00-04:00","sendaidate":"2026-04-30T15:49:03-04:00","language":"English","old_int_code":"25","challengepayrollselfreport":"asdfasd","pipeline_1_lapsed_members":"","old_do_id":"AST123","jobtitle":"Adjoint\u00b7e administratif\u00b7ve","sendmonthlyastemail":"2025-10-10T17:26:00-04:00","sendaidatefr":"2025-10-15T10:42:51-04:00","nonactive_reason":"","full_name":"514-992-2574","testimonialagree":"No","sendaigeneral":"2026-04-30T15:49:00-04:00","sendoctoberemail":"2025-10-17T14:44:58-04:00","testimonialrefusal":"","membershipcostspecify":"open q04c","did_not_find_it_beneficial_specify_why":"","sendastapplicationform":"2025-11-07T17:37:00-05:00","sendnovemberemail":"2025-11-26T18:20:31-05:00","sendapxapplicationform":"2026-05-05T17:12:00-04:00","senddecemberemail":"2025-12-06T20:42:44-05:00","npi_email_temp":"trily93@gmail.com","npi_email_2":"info@mmbd.ca","sendaiemail":"2026-04-30T15:49:03-04:00","sendapxformwithdiscount":"2026-05-04T13:49:00-04:00","renewal_refusal_reasons":"Signed up for a specific Professional Development seminar (members receive preferred rates)","membership_value":"Advocacy of the payroll profession in Canada"}},"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, TMAI","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.\n2026-05-08 invalid phone destination, phone: +19028872598\n2026-05-08 invalid phone destination, phone: +19028872598","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T09:06:43-04:00","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","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T09:21:46-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_e23d3bd974e0a741cf733c164b3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e23d3bd974e0a741cf733c164b3"}},"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, TMAI","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)\n2026 May 08 call reached voicemail, no contact with April.\n2026 May 08 contact agreed to renew and sent the email - NPI# 29451","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:49-04:00","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":"06","number_of_passed_courses":"0","trc":"False","wera":"False","sendpreexpirationemail":"2025-12-05T11:56:00-05:00","onesentencenotrenewed":"No renewal intent expressed as call reached voicemail.","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":"No interaction to determine.","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","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:56:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent successfully reached April Pate and discussed her lapsed Associate membership with the National Payroll Institute. April expressed satisfaction with her membership and agreed to renew. The agent confirmed her email and sent the renewal application form.","aitm_callsummarytitle":"Successful renewal call with April Pate","notrenewedwanttorenew":"Yes","initialvalue":"Stay Current","astotherreasonsnottorenew":"Call reached voicemail, no conversation occurred.","age_range":"46-60","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_045c4887b4b148c6b0b484dbc85","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_045c4887b4b148c6b0b484dbc85","sendapplicationform":"2026-05-08T13:04:00-04:00","number_of_calls_reached":"1"}},"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":"2025-01-12","last_act_type":"2026-02-02","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","old_do_id":"L25O00080","npi_email_temp":"johnnymorales@bell.net","pcl_completion_date_5":"2017-07-04","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
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{"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","latest_paid_thru":"2022-01-31"}},"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, 260522 Lapsed DEL","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":"LB2505499","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","npi_email_temp":"jackie.lo@ubc.ca","pcl_completion_date_5":"2022-04-02","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","do_id":"","company_status":"A"}},"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","latest_paid_thru":"2022-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","sendpreexpirationemail":"2025-03-24T11:40:00-04:00","blocnote":"May 11 2026 Survey completed Resource email sent.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:24:00-04:00","mini_nps":"","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"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":"31","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":"Last month","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":"2026-02-02","telemarketing_call_date":"2026-05-11","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendaidate":"2026-05-11T11:23:59-04:00","pds_november":"1","sendaigeneral":"2026-05-11T11:23:00-04:00","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","latest_paid_thru":"2027-02-28","sendaiemail":"2026-05-11T11:23:58-04:00"}},"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","latest_paid_thru":"2025-01-31"}},"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","latest_paid_thru":"2022-04-30"}},"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","latest_paid_thru":"2023-08-31"}},"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","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"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","latest_paid_thru":"2024-10-31","company_paid_thru":"2024-10-31","corp_cancel_date":"2025-01-07","company_status":"I"}},"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":"2023-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"a.grundy@safetyalliancebc.ca","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-01-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9215","email":"michelle@kiaro.com","first_name":"Michelle","last_name":"Snell","phone":"8886232420","orgname":"Kiaro Brands Inc.","customer_acct_name":"Kiaro Brands Inc.","tags":"CSV imported, 250217 Lapsed, NPIdealed, 250521 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00174","province":"BC","full_name":"Michelle Snell","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-01-21","domain_1":"kiaro.com","lapsed_expiration_date":"2023-03-02","individual_id":"297017","area_code":"888","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"CNPIRETO01033","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"may 16 number not in servce","dhmsfin_telemarketing_last_contacted_date":"2025-05-16T09:19:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00174","temp_intcode_for_auto_old_int_code":"16","organization_id":"297016","last_infoline_date_type":"2022-07-14","last_act_type":"2022-07-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"michelle@kiaro.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"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":"2024-08-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jeanphilipperoy3000@gmail.com","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"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","latest_paid_thru":"2022-07-31","company_paid_thru":"2022-07-31","corp_cancel_date":"2022-10-04","company_status":"I"}},"seriesid":"163"}
{"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","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"33705","email":"lara@wiebeproperties.com","first_name":"Lara","last_name":"Holtby","phone":"6048526840","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":"298508","full_name":"Lara Holtby, CPA, CA","members_type":"CORP","do_id":"L25O00724","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":"06","blocnote":"02 June 2025 She is sick call her back later on\r\nLN \/ 15 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T12:02:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00724","temp_intcode_for_auto_old_int_code":"6","organization_id":"298507","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lara@wiebeproperties.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"34056","email":"jpun@thedunfield.com","first_name":"Jessica","last_name":"Pun","phone":"4169325595","orgname":"Dunfield Retirement Residence","customer_acct_name":"Dunfield Retirement Residence","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"258501","full_name":"Jessica Pun","do_id":"L25A00904","language":"English","canceldate":"2021-02-02","time_zone":"2","area_code":"416","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":"ON","intcode":"15","blocnote":"04 June 2025 VM\r\nLN \/ 16 September 2025 Not working there anymore\n2026 May 08 call initiated but no conversation\n2026 May 11 call disconnected immediately after initial greeting","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:46-04:00","pds_july":"1","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A00904","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","phone_2":"4167339536","old_int_code":"03","pds_september":"1","last_infoline_date_type":"2018-12-09","last_act_type":"2019-11-18","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"jpun@thedunfield.com","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was very brief and ended immediately after the initial greeting without any further conversation or information exchange.","aitm_callsummarytitle":"Call disconnected after initial greeting","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2a8f13396077c5dc8c9c0bcbe37","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2a8f13396077c5dc8c9c0bcbe37","number_of_calls_reached":"2"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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":"2021-07-10","last_act_type":"2026-12-01","company_paid_thru":"2027-01-31","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","latest_paid_thru":"2027-01-31","company_status":"A"}},"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","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"33618","email":"emily.shuang.dong@gmail.com","first_name":"Shuang","last_name":"Dong","phone":"4165655216","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":"333992","full_name":"Shuang Dong","members_type":"CAND","do_id":"L25C00578","lead_status":"Lapsed Member","new_member_date_2":"2024-02-02","city_1":"Markham","time_zone":"2","province":"ON","language":"English","phone_2":"4165655216","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"06","blocnote":"LNC Nov 26 2025 vm","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:51:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00578","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-01-02","pcl_status":"F","pcl_completion_date":"2024-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"11","npi_email_temp":"emily.shuang.dong@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"8983","email":"khalid.elvin@gmail.com","first_name":"Khalid","last_name":"Elvin","phone":"6478864380","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07357","province":"ON","full_name":"Khalid Elvin","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"249895","area_code":"647","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-08","old_do_id":"LB2500799","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":"2017-01-23","temp_do_id_for_auto_old_do_id":"L25C07357","last_act_type":"2020-12-31","pcl_status":"P","pcl_completion_date":"2017-05-07","pf1_status":"F","pf1_completion_date":"2018-11-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-11-23","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"khalid.elvin@gmail.com","pcl_completion_date_5":"2022-05-07","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"33652","email":"kmecalo@myseneca.ca","first_name":"Kryzza","last_name":"Calo","phone":"6476098548","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"310075","full_name":"Kryzza Marie Calo","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-02-07","city_1":"North York","time_zone":"2","province":"ON","language":"English","phone_2":"6476098548","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00612","last_act_type":"2025-05-29","pcl_status":"F","pcl_completion_date":"2022-05-08","pf1_status":"P","pf1_completion_date":"2024-06-21","pf2_status":"F","pf2_completion_date":"2023-04-30","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 13 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T13:41:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"False","wera":"False","npi_email_temp":"kmecalo@myseneca.ca","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C00612","pcl_completion_date_5":"2027-05-08","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"9075","email":"slounsbury@live.ca","first_name":"Shawna","last_name":"Lounsbury","phone":"2043072738","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":"Shawna Lounsbury","language":"English","origin":"Lapsed Spring 2024","individual_id":"315545","region":"CDN","lead_status":"Refused","old_do_id":"L25C06582","members_type":"CAND","province":"MB","area_code":"204","time_zone":"3","phone_2":"2043072738","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:51:00-04:00","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":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"little pricey","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"you changed your job - not 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":"21","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"11 March 2025 Survey completed","canceldate":"2023-12-02","paid_thru":"2023-09-30","new_member_date_2":"2022-10-25","temp_do_id_for_auto_old_do_id":"LB2507261","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-28","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"1","pcl_status":"F","pcl_completion_date":"2023-07-12","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507261","npi_email_temp":"slounsbury@live.ca","pcl_completion_date_5":"2028-07-12","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"33770","email":"aalexeev@olymbec.com","first_name":"Anna","last_name":"Alexeev","phone":"5143443334","orgname":"Soci\u00e9t\u00e9 Immobili\u00e8re Olymbec Inc","customer_acct_name":"Soci\u00e9t\u00e9 Immobili\u00e8re Olymbec Inc","tags":"","ip4":"127.0.0.1","fields":{"do_id":"L25O00722","intcode":"1","language":"French","dhmsfin_telemarketing_last_contacted_date":"2025-02-19T10:21:32-05:00","lead_status":"Lapsed Member","time_zone":"2","area_code":"514","blocnote":"7 1 25 BV a 67 ans Diane Plouffe va retraiter NAELLA HASSAN, ANNA ALEXEEV. are both members","zerobounce_reason":"catch-all","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25O00722","temp_intcode_for_auto_old_int_code":"1","npi_email_temp":"aalexeev@olymbec.com"}},"seriesid":"163"}
{"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, TMAI","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":"16","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\n2026-05-13 invalid phone destination, phone: +17057450760\n2026-05-13 invalid phone destination, phone: +17057450760","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T12:49:05-04:00","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":"16","last_infoline_date_type":"2021-08-12","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","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-13T13:01:44-04:00","number_of_call_attempts":"1","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_2e9a977916c9947c69ff014b0fa","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2e9a977916c9947c69ff014b0fa","old_int_code":"08"}},"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":"2026-05-22","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","latest_paid_thru":"2025-03-31"}},"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":"2025-11-10","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","old_do_id":"AST0228","npi_email_temp":"katherineincal@gmail.com","pcl_completion_date_5":"2030-04-07","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"31048","email":"tanyalh@hotmail.com","first_name":"Tanya","last_name":"Holst","phone":"","orgname":"The City of Victoria","customer_acct_name":"The City of Victoria","tags":"WR250604","ip4":"127.0.0.1","fields":{"individual_id":"279478","full_name":"Tanya Holst, PCP","members_type":"PRO","city_1":"Victoria","province":"BC","language":"English","phone_2":"2508919050","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2019-08-26","time_zone":"5","intcode":"99","blocnote":"30 May 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-30T12:59:00-04:00","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"2025-11-12","old_do_id":"L25P01755","area_code":"250","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2507424","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-07-31","organization_id":"9211","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2020-01-05","pf1_status":"P","pf1_completion_date":"2022-05-01","pf2_status":"P","pf2_completion_date":"2023-10-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-07-21","cpa_certification":"PCP","last_act_type":"2025-08-20","last_infoline_date_type":"2024-03-25","company_paid_thru":"2026-11-30","number_of_passed_courses":"4","old_int_code":"6","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"tanyalh@hotmail.com","pcl_completion_date_5":"2025-01-05","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","company_status":"A"}},"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, TMAI","ip4":"0.0.0.0","fields":{"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":"Refused","last_engaged_date":"2024-11-22","old_do_id":"L25A02380","time_zone":"4","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-04-02","new_member_date_2":"2021-02-03","no_email_solicitation":"FALSE","intcode":"11","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.\n2026 May 08 contact requested removal from call list after multiple contacts","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:47-04:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A02380","temp_intcode_for_auto_old_int_code":"11","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":"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":"2021-10-05","last_act_type":"2021-10-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"melinc@cattle.ca","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Caron and informed her about the lapsed membership and asked about her membership experience. Caron expressed that she had already been contacted multiple times and requested to be removed from the call list, which the agent acknowledged and agreed to respect.","aitm_callsummarytitle":"Contact requested removal from call list","onesentencenotrenewed":"Contact requested to be removed from the call list after multiple previous contacts.","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_b7b96aa49dd9317d891eef113ef","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b7b96aa49dd9317d891eef113ef","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"30123","email":"vero_carriere@hotmail.com","first_name":"V\u00e9ronique","last_name":"Carri\u00e8re","phone":"8197384031","orgname":"Wesdomes","customer_acct_name":"Wesdomes","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0212","full_name":"V\u00e9ronique Carri\u00e8re","members_type":"AST","city_1":"St-Constant","province":"QC","language":"French","phone_2":"5147743121","lead_status":"Renewed APX","new_member_date_2":"2017-11-02","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"91297","canceldate":"2006-07-04","no_email_solicitation":"False","pds_march":"3","area_code":"819","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"","pds_may":"3","sendjulyemail":"2025-07-16T10:03:00-04:00","blocnote":"px. 27 oct 2025 bv\r\n28 oct 2025 bv\r\ncompl\u00e9ter 29 oct 2025","sendmayemail":"2025-07-16T10:03:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last month","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T11:12:00-04:00","full_name_2":" ","pds_july":"3","paid_thru":"2026-10-31","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST0212","old_int_code":"06","temp_intcode_for_auto_old_int_code":"99","pds_september":"3","last_infoline_date_type":"2026-05-26","last_act_type":"2026-05-26","sendapplicationform":"2025-10-29T11:04:00-04:00","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_engaged_date":"2025-10-29","date_of_renewal_identification":"2025-10-30","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":"2025-12-01T10:14:48-05:00","pds_november":"3","npi_email_temp":"vero_carriere@hotmail.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"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":"2021-06-07","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","latest_paid_thru":"2022-08-31"}},"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":"307305","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":"2022-12-12","old_int_code":"10","number_of_passed_courses":"0","trc":"False","wera":"False","organization_id":"307305","npi_email_temp":"jessica.martins@mushroomproducers.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","canceldate":"2023-01-05","new_member_date_2":"2021-11-15","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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":"Pre-membership expiration","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","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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":"2027-02-28","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","latest_paid_thru":"2027-02-28","corp_cancel_date":"2023-03-02","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"33569","email":"chantalou_99@hotmail.com","first_name":"Chantal","last_name":"Rousseau","phone":"5149686688","orgname":"Productions Limelight S.E.N.C.","customer_acct_name":"Productions Limelight S.E.N.C.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"285744","full_name":"Chantal Rousseau","members_type":"PRO","do_id":"L25P00356","lead_status":"Lapsed Member","new_member_date_2":"2020-02-13","city_1":"Repentigny","time_zone":"2","province":"QC","language":"English","phone_2":"4506577380","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","cpa_certification":"SCPQ","cert_status":"WITHDRAWN_CPE","intcode":"10","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T13:27:00-04:00","pds_july":"1","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25P00356","temp_intcode_for_auto_old_int_code":"10","pds_august":"1","pds_september":"1","last_infoline_date_type":"2024-08-05","last_act_type":"2025-04-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-05-03","number_of_passed_courses":"1","pds_october":"1","trc":"True","wera":"False","pcp_we":"EXEMPTED","pds_november":"1","npi_email_temp":"chantalou_99@hotmail.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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":"2020-02-11","last_act_type":"2020-02-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"joanne.jbb@gmail.com","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31"}},"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":"2020-06-01","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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9196","email":"harleenpannu93@gmail.com","first_name":"Harleen","last_name":"Pannu","phone":"5879740289","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":"L25C06364","full_name":"Harleen Pannu","language":"English","origin":"Lapsed Spring 2024","individual_id":"308734","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-27","old_do_id":"LB2503641","members_type":"CAND","province":"AB","area_code":"587","time_zone":"4","phone_2":"5879740289","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","intcode":"06","blocnote":"Nov 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:18:00-05:00","paid_thru":"2023-12-31","new_member_date_2":"2022-01-11","temp_do_id_for_auto_old_do_id":"L25C06364","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2022-05-01","pf1_status":"P","pf1_completion_date":"2022-08-08","pf2_status":"P","pf2_completion_date":"2023-01-09","number_of_passed_courses":"3","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"harleenpannu93@gmail.com","pcl_completion_date_5":"2027-05-01","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"267275","canceldate":"2019-07-10","no_email_solicitation":"False","pds_march":"1","time_zone":"2","intcode":"06","blocnote":"May 8 2026 vm","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"1","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:27:00-04:00","old_int_code":"99","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":"06","pds_september":"1","last_act_type":"2026-01-30","telemarketing_call_date":"2026-05-08","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","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"33548","email":"zitasmith12@gmail.com","first_name":"Zita","last_name":"Smith","phone":"4032965165","orgname":"Suncor Energy Inc.","customer_acct_name":"Suncor Energy Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"321559","full_name":"Zita Smith","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2023-02-07","coidnewmbrdate":"1981-06-01","city_1":"Fort McMurray","time_zone":"4","province":"AB","language":"English","phone_2":"7803707993","pipeline_1_lapsed_members":"","canceldate":"2025-04-02","intcode":"99","blocnote":"16 April 2025 VM\r\n24 April 2025 VM\r\n03 September 2025 No answer\r\nLN \/ 18 September 2025 VM","organization_id":"6226","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:45:00-04:00","temp_do_id_for_auto_old_do_id":"LB2507766","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2507766","old_int_code":"5","last_act_type":"2024-09-19","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-07-15","pf1_status":"P","pf1_completion_date":"2023-10-24","pf2_status":"P","pf2_completion_date":"2024-09-10","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"zitasmith12@gmail.com","pcl_completion_date_5":"2028-07-15","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30519","email":"gmacdonald@brownleelaw.com","first_name":"Glenda","last_name":"Boettger Macdonald","phone":"7804373346","orgname":"","customer_acct_name":"","tags":"250214 NPI Emails to recovered and need to update AC","ip4":"0.0.0.0","fields":{"do_id":"L25A00210","full_name":"Glenda Boettger Macdonald","language":"English","time_zone":"4","new_member_date_2":"2011-11-08","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":"L25A00210","npi_email_temp":"gmacdonald@brownleelaw.com"}},"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","latest_paid_thru":"2024-04-30"}},"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":"2022-05-08","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","latest_paid_thru":"2024-07-31","company_paid_thru":"2021-08-31","corp_cancel_date":"2021-11-02","company_status":"I"}},"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, 260522 Lapsed DEL","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":"LB2504556","pds_september":"20","last_infoline_date_type":"2023-02-02","last_act_type":"2026-12-01","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","npi_email_temp":"brendadecoste64@gmail.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","corp_cancel_date":"1998-09-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34250","email":"jangeles0901@gmail.com","first_name":"Josephine","last_name":"Angeles","phone":"7808145295","orgname":"Pomeroy Loding LP","customer_acct_name":"Pomeroy Loding LP","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"185007","full_name":"Josephine L. Angeles","do_id":"L25A00688","language":"English","canceldate":"2021-08-04","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2016-06-24","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","cpa_certification":"PCP","intcode":"05","blocnote":"04 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail, no human interaction\n2026-05-08 Dial no answer, phone: +17806050734\n2026 May 11 reached voicemail for Pomeroy Lodge\n2026-05-11 Dial no answer, phone: +17806050734\n2026 May 13 reached general voicemail for Pomeroy Lodge\n2026-05-13 Dial no answer, phone: +17806050734\n2026 May 15 call reached voicemail at Pomeroy Lodge Grand Prairie\n2026-05-15 Dial no answer, phone: +17806050734","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:44-04:00","paid_thru":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25A00688","temp_intcode_for_auto_old_int_code":"05","phone_2":"7806050734","last_infoline_date_type":"2019-12-09","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-06-22","pf1_status":"P","pf1_completion_date":"2011-07-19","pf2_status":"P","pf2_completion_date":"2011-08-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-12-15","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jangeles0901@gmail.com","pcl_completion_date_5":"2016-06-22","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached the general voicemail mailbox for Pomeroy Lodge in Grand Prairie and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached at Pomeroy Lodge","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_fd67bbf514d34b3ee2131dc8c4b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fd67bbf514d34b3ee2131dc8c4b","old_int_code":"06"}},"seriesid":"163"}
{"contact":{"id":"34144","email":"olenalaforge@gmail.com","first_name":"Olena","last_name":"Laforge","phone":"6137666323","orgname":"MLosee & Associates","customer_acct_name":"MLosee & Associates","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"308181","full_name":"Olena Laforge","do_id":"L25A01162","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"613","members_type":"AST","new_member_date_2":"2021-12-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","blocnote":"June 4 2025 She did not use the membership much so that is why she did not renew.\n2026 May 08 call started, agent reached Olena, first question asked, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:02-04:00","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":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A01162","temp_intcode_for_auto_old_int_code":"15","phone_2":"6133824644","last_act_type":"2021-12-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"olenalaforge@gmail.com","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:02-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent successfully reached Olena 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 the first question was asked.","aitm_callsummarytitle":"Initial Survey Question Asked to Olena","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_57e220ec608010fceadb0a670c6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_57e220ec608010fceadb0a670c6","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"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":"2021-10-03","last_act_type":"2022-01-02","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","latest_paid_thru":"2023-01-31"}},"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":"2022-07-09","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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"30603","email":"linlinhu@gmail.com","first_name":"Linlin","last_name":"Hu","phone":"2045096653","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, 250908 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333544","full_name":"Linlin Hu","members_type":"CAND","do_id":"L25C00417","city_1":"Winnipeg","province":"MB","language":"English","phone_2":"2045096653","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-23","area_code":"204","time_zone":"3","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"PENDING","intcode":"16","blocnote":"number not n service","paid_thru":"2024-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T11:32:00-05:00","old_int_code":"08","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25C00417","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-04-07","pcl_status":"P","pcl_completion_date":"2024-05-06","pf1_status":"P","pf1_completion_date":"2024-07-24","pf2_status":"P","pf2_completion_date":"2024-10-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-07-04","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"linlinhu@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"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":"2026-05-05","last_act_type":"2026-05-05","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","npi_email_temp":"valerie.brodeur@hotmail.fr","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"34660","email":"david.lewis@hollyfrontier.com","first_name":"David","last_name":"Lewis","phone":"2149546660","orgname":"HollyFrontier Corp.","customer_acct_name":"HollyFrontier Corp.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"293302","full_name":"David Lewis","do_id":"L25A01080","language":"English","canceldate":"2024-12-04","time_zone":"3","area_code":"214","members_type":"AST","new_member_date_2":"2020-10-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"TX","intcode":"06","blocnote":"june 9 2025 vm\r\n25 September 2025 Completed\n2026-05-08 invalid phone destination, phone: +12149546660\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 invalid phone destination, phone: +12149546660\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 invalid phone destination, phone: +12149546660\n2026 May 13 call reached voicemail, no human interaction\n2026-05-15 invalid phone destination, phone: +12149546660\n2026 May 15 call reached voicemail, no contact made.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:40-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A01080","temp_intcode_for_auto_old_int_code":"06","phone_2":"9727650438","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","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":"retiring","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"based in the US","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Advance","old_int_code":"08","last_infoline_date_type":"2023-09-19","last_act_type":"2026-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"david.lewis@hollyfrontier.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:46-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f49ac4f84bf8697905aa3a5f225","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f49ac4f84bf8697905aa3a5f225","npi_transcriptsummary":"The call was made to the contact but went to voicemail and was not answered.","aitm_callsummarytitle":"Voicemail reached, no contact","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","onesentencenotrenewed":"No contact was reached to discuss renewal.","initialvalue":"Other","othermemberbenefit":"No interaction to determine.","astotherreasonsnottorenew":"No interaction to determine reason."}},"seriesid":"163"}
{"contact":{"id":"33831","email":"debbiedesjardins106@gmail.com","first_name":"Debra","last_name":"Desjardins","phone":"7052642264","orgname":"Airmaxx Plus","customer_acct_name":"Airmaxx Plus","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"102341","full_name":"Debra Desjardins","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"705","members_type":"AST","new_member_date_2":"2020-04-24","lead_status":"Refused","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"15","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 She doesn't work there anymore\n2026-05-08 Dial no answer, phone: +17052642264\n2026 May 08 call reached a gatekeeper, no message left\n2026-05-11 Dial no answer, phone: +17052642264\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 Dial no answer, phone: +17052642264\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 user mentioned working in custom concrete, no renewal interest expressed","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","pds_july":"1","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00591","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","phone_2":"7052680961","pds_september":"1","last_act_type":"2022-06-04","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"debbiedesjardins106@gmail.com","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"06","retell_call_status":"ended","session_id":"call_e251256527aaa19d4b6289f10a5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e251256527aaa19d4b6289f10a5","npi_transcriptsummary":"The agent called to confirm if the user is no longer working in payroll and mentioned the user is now working in custom concrete. The user did not respond further, and the call ended shortly after.","aitm_callsummarytitle":"User career change, no renewal interest","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","mini_nps":"3","onesentencenotrenewed":"User indicated a career change to custom concrete and did not express interest in renewing payroll membership.","initialvalue":"Career","age_range":"Preferred not to say","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00591","number_of_calls_reached":"1"}},"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":"2025-07-02","last_act_type":"2025-08-09","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","latest_paid_thru":"2026-10-31"}},"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":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"286108","full_name":"Yanet Cruz Gallegos","members_type":"CORP","do_id":"","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","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":"2027-05-31","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\/2027","latest_paid_thru":"2027-05-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00576","company_status":"A"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no human interaction\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","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","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:06-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately upon connection.","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","session_id":"call_21b8daede6207c3478649ca9d4c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_21b8daede6207c3478649ca9d4c","mini_nps":"3"}},"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":"2024-11-09","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","latest_paid_thru":"2024-11-30"}},"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","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"9239","email":"contactbethsmith@gmail.com","first_name":"Elizabeth","last_name":"Smith","phone":"4164381635","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07293","full_name":"Elizabeth Smith","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"299337","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-30","old_do_id":"LB2503145","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":"2021-03-24","temp_do_id_for_auto_old_do_id":"L25C07293","phone_2":"4164381635","last_act_type":"2021-03-24","pcl_status":"F","pcl_completion_date":"2021-07-05","number_of_passed_courses":"0","intcode":"06","blocnote":"Nov 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:16:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"contactbethsmith@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-11-18","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33943","email":"wtraynor@sprottmoney.com","first_name":"Wioletta","last_name":"Traynor","phone":"4163189802","orgname":"Sprott Money Ltd.","customer_acct_name":"Sprott Money Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"298535","full_name":"Wioletta Traynor","do_id":"L25A01115","language":"English","canceldate":"2022-04-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2021-03-01","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","blocnote":"june 3 2025 completed\n2026 May 08 call disconnected early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","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 changed workplace where I dont need the membership anymore","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":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A01115","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2021-02-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"wtraynor@sprottmoney.com","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:53-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Wioletta but the call was very brief and ended abruptly without any meaningful conversation or task completion.","aitm_callsummarytitle":"Unsuccessful call - no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_64eaebce381d9ad4d7d2e446e73","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_64eaebce381d9ad4d7d2e446e73","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34004","email":"prairieguy@gmail.com","first_name":"Murray","last_name":"Bennett","phone":"3067754130","orgname":"FCC","customer_acct_name":"FCC","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"132004","full_name":"Murray Bennett","do_id":"L25A00630","language":"English","canceldate":"2021-01-06","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2019-11-05","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"4","pipeline_1_lapsed_members":"Lapsed Members","province":"SK","intcode":"16","blocnote":"june 3 2025 number not in service\n2026-05-08 invalid phone destination, phone: +13067754130","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","old_int_code":"08","pds_july":"4","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A00630","temp_intcode_for_auto_old_int_code":"16","pds_august":"4","phone_2":"3065393823","pds_september":"4","last_infoline_date_type":"2019-12-18","last_act_type":"2019-12-18","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"prairieguy@gmail.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:51:44-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"ended","session_id":"call_c3bc638ac8a13dee3f6c0f052d5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c3bc638ac8a13dee3f6c0f052d5","npi_transcriptsummary":"No conversation happened."}},"seriesid":"163"}
{"contact":{"id":"33779","email":"neha.suneja@blum.com","first_name":"Neha","last_name":"Suneja","phone":"9056707920","orgname":"Blum Canada Ltd.","customer_acct_name":"Blum Canada Ltd.","tags":"WR250409, 250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"old_do_id":"L25O00640","city_1":"Mississauga","province":"ON","language":"English","origin":"Lapsed members","found":"company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","full_name":"Neha Suneja","members_type":"CORP","organization_id":"349442","coidnewmbrdate":"2025-04-03","time_zone":"2","area_code":"905","individual_id":"349443","company_paid_thru":"2027-03-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2506616","temp_do_id_for_auto_old_do_id":"LB2506616","npi_email_temp":"neha.suneja@blum.com","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_status":"A"}},"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":"2022-02-05","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","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"33718","email":"rhonda.sherb-gillam@rmwb.ca","first_name":"Rhonda","last_name":"Sherb-Gillam","phone":"7805883708","orgname":"Regional Municipality of Wood Buffalo","customer_acct_name":"Regional Municipality of Wood Buffalo","tags":"WR250528, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Rhonda Sherb-Gillam, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","organization_id":"87264","coidnewmbrdate":"28\/02\/05","city_1":"Fort McMurray","time_zone":"4","province":"AB","language":"English","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"16 April 2025 VM\r\n24 April 2025 VM\r\n04 September 2025 VM","origin":"Lapsed Members","found":"DO4 Company","date_of_renewal_identification":"2026-05-28","individual_id":"144205","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T17:04:00-04:00","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2506961","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"6","phone_2":"7809726907","old_int_code":"6","pds_september":"6","last_conf_date_type":"2023-07-12","last_act_type":"2026-12-01","company_paid_thru":"2027-01-31","pcl_status":"P","pcl_completion_date":"2010-01-08","pf1_status":"P","pf1_completion_date":"2010-04-14","pf2_status":"P","pf2_completion_date":"2011-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-04-26","number_of_passed_courses":"4","pds_october":"6","trc":"True","wera":"False","pds_november":"6","do_id":"LB2506961","old_do_id":"L25O00738","npi_email_temp":"rhonda.sherb-gillam@rmwb.ca","pcl_completion_date_5":"2015-01-08","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"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":"2023-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kyla.bouvier@saskcancer.ca","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31","company_paid_thru":"2021-08-31","corp_cancel_date":"2021-11-02","company_status":"I"}},"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, TMAI","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.\n2026 May 19 call ended without reaching Michelle.\n2026 May 21 Agent reached Michelle, started survey about lapsed membership.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:02:05-04:00","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":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"15","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":"15","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","latest_paid_thru":"2023-11-30","thewithdrawaldate":"2024-02-03","aitm_status_called":"2026-05-21T11:02:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Michelle and introduced themselves, explaining the purpose of the call regarding the lapsed Professional membership. The user agreed to proceed, and the agent began asking the first survey question about the initial value of membership.","aitm_callsummarytitle":"Initial contact and survey start","onesentencenotrenewed":"Contact was not reached to discuss renewal.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"03","prootherreasonsnottorenew":"Contact not reached to provide reason.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c0fab42556955ad821e16a8b79f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c0fab42556955ad821e16a8b79f","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"30300","email":"nrosenberg@ramtrucks.ca","first_name":"Nancy","last_name":"Rosenberg","phone":"2503725588","orgname":"Rivershore Chrysler","customer_acct_name":"Rivershore Chrysler","tags":"DELETE, 250217 Lapsed, 250214 NPI Emails to recovered and need to update AC, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00168","individual_id":"294996","full_name":"Nancy Rosenberg","language":"English","time_zone":"5","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"28 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:41:00-05:00","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00168","temp_intcode_for_auto_old_int_code":"6","province":"BC","organization_id":"294997","last_act_type":"2024-05-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nrosenberg@ramtrucks.ca","email2":"nrosenberg@rivershoreram.ca","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30509","email":"amanda.colyer@smcp.com","first_name":"Amanda","last_name":"Colyer","phone":"7809868654","orgname":"","customer_acct_name":"","tags":"DELETE, 250214 NPI Emails to recovered and need to update AC","ip4":"0.0.0.0","fields":{"do_id":"L25O00364","full_name":"Amanda Colyer","language":"English","time_zone":"5","new_member_date_2":"2001-03-15","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":"L25O00364","npi_email_temp":"amanda.colyer@smcp.com"}},"seriesid":"163"}
{"contact":{"id":"33739","email":"jason.demoura@jfeshojipower.com","first_name":"Jason","last_name":"De Moura","phone":"9056373033","orgname":"JFE Shoji Power Canada Inc","customer_acct_name":"JFE Shoji Power Canada Inc","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"130593","full_name":"Jason De Moura","members_type":"CORP","do_id":"L25O00760","lead_status":"Lapsed Member","coidnewmbrdate":"2014-02-19","city_1":"Burlington","time_zone":"2","province":"ON","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"June 2 2025 vm\r\nAug 20 2025 vm\r\nLN Nov 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T10:21:00-05:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00760","temp_intcode_for_auto_old_int_code":"6","organization_id":"223055","last_act_type":"2024-11-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jason.demoura@jfeshojipower.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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, TMAI","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":"15","blocnote":"May 28 2025 The front desk said there are too many students with that name they do not know where to forward call.\n2026 May 08 call transferred to gatekeeper Sarah at Oxford, no contact with Harmandeep\n2026 May 11 call reached voicemail, no human contact\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail or unavailable extension 372\n2026 May 13 call disconnected early due to audio error, no conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T10:06:41-04:00","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":"15","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":"03","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","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-13T10:21:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The call was initiated to speak with Harmandeep but was disconnected early due to an audio error before any conversation took place.","aitm_callsummarytitle":"Call disconnected early - no conversation","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"error","session_id":"call_7b87d98d8881bdc3610d3852db2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7b87d98d8881bdc3610d3852db2","number_of_calls_reached":"2","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No conversation occurred due to call disconnection.","initialvalue":"Other","othermemberbenefit":"No information provided","astotherreasonsnottorenew":"Call disconnected before any discussion.","age_range":"Preferred not to say"}},"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":"Refused","old_do_id":"L25O05321","time_zone":"4","province":"AB","members_type":"CAND","phone_2":"5877072534","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:56:00-04:00","pipeline_1_lapsed_members":"Refused Lapsed","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":"2027-01-31","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":"21","extension_phone_1":"427","last_act_type":"2026-10-05","company_paid_thru":"2027-01-31","pcl_status":"F","pcl_completion_date":"2023-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","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\/2027","latest_paid_thru":"2027-01-31","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"99"}},"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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2022-09-30"}},"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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"33592","email":"xing.huang2012@gmail.com","first_name":"Xing","last_name":"Huang","phone":"3522139863","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":"327483","full_name":"Xing Huang","members_type":"CAND","do_id":"L25C00552","lead_status":"Lapsed Member","new_member_date_2":"2024-02-13","city_1":"Brandon","time_zone":"3","province":"MB","language":"English","phone_2":"3522139863","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T12:53:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00552","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-02-13","pcl_status":"P","pcl_completion_date":"2024-04-23","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"xing.huang2012@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"33668","email":"mathewjthayil@yahoo.com","first_name":"Mathew","last_name":"Jacob","phone":"6474573033","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"181918","full_name":"Mathew Jacob","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-01-31","city_1":"STOUFFVILLE","time_zone":"2","province":"ON","language":"English","phone_2":"6474573033","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00628","last_infoline_date_type":"2024-08-19","last_act_type":"2024-08-19","pcl_status":"F","pcl_completion_date":"2023-05-25","pf1_status":"P","pf1_completion_date":"2011-04-27","pf2_status":"P","pf2_completion_date":"2011-05-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-06-13","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Dec 5 2025 He said he would like to renew and will in right away.","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T13:19:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"False","wera":"False","sendapplicationform":"2025-12-05T13:18:00-05:00","old_int_code":"24","npi_email_temp":"mathewjthayil@yahoo.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00628","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"332160","no_email_solicitation":"False","area_code":"204","time_zone":"3","intcode":"06","blocnote":"May 8 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:22:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"Yes","pipeline_1_lapsed_members":"Renewed lapsed","old_int_code":"31","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":"06","last_infoline_date_type":"2026-11-05","last_act_type":"2026-11-05","telemarketing_call_date":"2026-05-08","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","latest_paid_thru":"2026-11-30"}},"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":"2021-01-03","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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"33566","email":"bit_alnil@yahoo.com","first_name":"Rehab","last_name":"Deyab","phone":"5875985757","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":"334274","full_name":"Rehab Deyab","members_type":"CAND","do_id":"L25C00534","lead_status":"Lapsed Member","new_member_date_2":"2024-02-12","city_1":"Edmonton","time_zone":"4","province":"AB","language":"English","phone_2":"5875985757","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00534","last_act_type":"2024-10-02","pcl_status":"F","pcl_completion_date":"2024-05-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:11:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"bit_alnil@yahoo.com","pcl_completion_date_5":"2029-05-23","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"34088","email":"bell.ruth@yahoo.ca","first_name":"Ruth","last_name":"Bell","phone":"7052353211","orgname":"Northern College of Applied Arts & Technology","customer_acct_name":"Northern College of Applied Arts & Technology","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"183180","full_name":"Ruth Bell","do_id":"L25A00399","language":"English","canceldate":"2021-09-02","time_zone":"2","area_code":"705","extension_phone_1":"2157","members_type":"AST","new_member_date_2":"2013-07-23","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"8","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"06","blocnote":"June 4 2025 vm Corinne\r\nAug 28 2025 Ruth Bell has not worked there in 10 years.\n2026 May 08 contact informed Ruth is on sick leave and unavailable.\n2026 May 11 contact not available, voicemail reached\n2026 May 13 call reached voicemail at Northern College payroll department\n2026 May 15 call answered by gatekeeper Allison, Ruth not reached\n2026 May 19 call reached Alice at payroll department, call ended in voicemail\n2026 May 21 call reached voicemail at Northern College Timmins campus, payroll department busy\n2026 May 25 call reached voicemail\/automated system at Northern College Timmins campus, no direct contact with Ruth.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:06-04:00","pds_july":"8","paid_thru":"2021-06-30","old_int_code":"03","temp_do_id_for_auto_old_do_id":"L25A00399","temp_intcode_for_auto_old_int_code":"06","pds_august":"8","pds_september":"8","last_infoline_date_type":"2017-03-02","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-12-06","pf1_status":"P","pf1_completion_date":"2012-05-01","pf2_status":"P","pf2_completion_date":"2012-08-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-02-09","number_of_passed_courses":"4","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"bell.ruth@yahoo.ca","pcl_completion_date_5":"2016-12-06","formatted_paid_thru":"30\/06\/2021","latest_paid_thru":"2021-06-30","called_by":"Tri","aitm_status_called":"2026-05-25T14:07:06-04:00","number_of_call_attempts":"6","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call reached a voicemail or automated system at Northern College's Timmins campus. The agent attempted to speak with Ruth but was informed by Allison from the payroll department that Ruth was unavailable.","aitm_callsummarytitle":"Voicemail reached at Northern College","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not reached; gatekeeper answered instead.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not reached; call answered by gatekeeper.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9df2da9a137ee6d0cbfe870adc8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9df2da9a137ee6d0cbfe870adc8","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"33441","email":"payroll@solera.com","first_name":"Solera","last_name":"Payroll","phone":"3859008729","orgname":"Audatex Canada ULC","customer_acct_name":"Audatex Canada ULC","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334565","full_name":"Solera Payroll","members_type":"CORP","do_id":"L25O00778","lead_status":"Lapsed Member","coidnewmbrdate":"2024-02-21","city_1":"Mississauga","time_zone":"2","province":"ON","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"30 May 2025 VM\r\n11 September 2025 Unable to reach anyone in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T16:25:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00778","temp_intcode_for_auto_old_int_code":"16","organization_id":"334564","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"payroll@solera.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9099","email":"annec90@outlook.com","first_name":"Anne","last_name":"Gilbert","phone":"5147371006","orgname":"Dollarama GP Inc.","customer_acct_name":"Dollarama GP 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":"L25C07657","province":"QC","full_name":"Anne Gilbert","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"303054","area_code":"514","region":"QC","lead_status":"Lapsed Member","old_do_id":"LB2501264","time_zone":"2","members_type":"CAND","phone_2":"5148853837","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-09-02","intcode":"06","blocnote":"LNC \/ 20 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:03:00-05:00","paid_thru":"2022-06-30","new_member_date_2":"2021-07-15","temp_do_id_for_auto_old_do_id":"L25C07657","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-07-15","pcl_status":"F","pcl_completion_date":"2022-07-17","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"annec90@outlook.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"seriesid":"163"}
{"contact":{"id":"33624","email":"theepiha.g@gmail.com","first_name":"Theepiha","last_name":"Ganesadas","phone":"2893270278","orgname":"CDI College - Mississauga Campus","customer_acct_name":"CDI College - Mississauga Campus","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"319497","full_name":"Theepiha Ganesadas","members_type":"CAND","do_id":"L25C00584","lead_status":"Refused","new_member_date_2":"2023-02-22","city_1":"Mississauga","time_zone":"2","province":"ON","language":"English","phone_2":"6476494293","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"16 April 2025 VM  24 April 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-04-24T10:01:00-04:00","canceldate":"2025-04-02","intcode":"21","old_do_id":"12","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00584","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-27","pcl_status":"P","pcl_completion_date":"2023-11-28","pf1_status":"F","pf1_completion_date":"2024-01-22","pf2_status":"P","pf2_completion_date":"2024-01-30","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"theepiha.g@gmail.com","pcl_completion_date_5":"2028-11-28","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"33794","email":"lstamour@jsonic.ca","first_name":"Louise","last_name":"St-Amour","phone":"5149408744","orgname":"J.Sonic Services Inc.","customer_acct_name":"J.Sonic Services Inc.","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"293553","full_name":"Louise St-Amour","do_id":"L25A01084","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2020-10-09","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"15","blocnote":"number not in service\n2026-05-08 invalid phone destination, phone: +15149408744\n2026 May 08 call started, agent introduced self and membership lapse, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:50-04:00","old_int_code":"08","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A01084","temp_intcode_for_auto_old_int_code":"15","phone_2":"5149418744","last_infoline_date_type":"2023-01-20","last_act_type":"2023-02-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lstamour@jsonic.ca","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:26:42-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bd0b5a01937530a87880be25fc9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bd0b5a01937530a87880be25fc9","npi_transcriptsummary":"The agent reached Louise and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. 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"}},"seriesid":"163"}
{"contact":{"id":"28987","email":"olya.avis@gmail.com","first_name":"Olga","last_name":"Lassche","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"250205 AST Members, inPipeline2, npiAlert3","ip4":"127.0.0.1","fields":{"full_name":"Olga Lassche","members_type":"CAND","city_1":"Strathroy","province":"ON","language":"English","phone_2":"2265823726","new_member_date_2":"2024-11-15","pipeline_2_members_only_ast":"","individual_id":"327667","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"416","time_zone":"2","intcode":"06","blocnote":"may 15 2025 vm  june 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-15T10:56:00-04:00","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","paid_thru":"2025-10-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"LB2506749","nonactive_reason":"AST->CAND\/PRO","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C08589","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-11-15","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":"2024-11-15","number_of_passed_courses":"4","date_of_renewal_identification":"","trc":"True","wera":"True","do_id":"L25C08589","canceldate":"2026-01-06","npi_email_temp":"olya.avis@gmail.com","pcl_completion_date_5":"2028-09-22","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"31109","email":"sapsley71@gmail.com","first_name":"Sharon","last_name":"Apsley","phone":"6138947811","orgname":"CODE","customer_acct_name":"CODE","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Sharon Apsley","lead_status":"Renewed APX","members_type":"AST","city_1":"Ottawa","province":"QC","phone_2":"8196618325","do_id":"AST1637","pipeline_2_members_only_ast":"Pre-membership expiration","new_member_date_2":"2023-04-26","canceldate":"2021-01-06","no_email_solicitation":"False","area_code":"819","time_zone":"2","language":"English","intcode":"11","blocnote":"she said she got a call last week","pipeline_1_lapsed_members":"","individual_id":"283093","dhmsfin_telemarketing_last_contacted_date":"2025-07-11T15:24:00-04:00","sendpreexpirationemail":"2025-06-17T13:18:00-04:00","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":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","last_engaged_date":"2025-12-01","member_september":"9","temp_do_id_for_auto_old_do_id":"AST1637","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-11-04","telemarketing_call_date":"2025-07-11","pcl_status":"P","pcl_completion_date":"2023-08-27","pf1_status":"F","pf1_completion_date":"2024-05-28","number_of_passed_courses":"1","trc":"True","wera":"False","sendaidate":"2025-12-01T10:14:30-05:00","npi_email_temp":"sapsley71@gmail.com","apx_entered_date":"2026-03-16","pcl_completion_date_5":"2028-08-27","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30"}},"seriesid":"163"}
{"contact":{"id":"30063","email":"tburen@odyssey.on.ca","first_name":"Tammy","last_name":"Buren","phone":"5192890532","orgname":"","customer_acct_name":"","tags":"250205 AST Members, 250528 phone cannot be recovered, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"LREFUSED14","full_name":"Tammy Buren","members_type":"AST","city_1":"Strathroy","province":"ON","language":"English","phone_2":"5192890532","lead_status":"Refused","new_member_date_2":"2016-09-13","pipeline_2_members_only_ast":"","individual_id":"246870","no_email_solicitation":"False","pds_march":"6","time_zone":"2","intcode":"16","blocnote":"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":"2025-05-27T10:08:18-04:00","pds_july":"6","paid_thru":"2026-08-31","pds_august":"6","temp_do_id_for_auto_old_do_id":"LREFUSED14","temp_intcode_for_auto_old_int_code":"16","pds_september":"6","last_act_type":"2025-04-08","pcl_status":"P","pcl_completion_date":"2016-12-25","pf1_status":"P","pf1_completion_date":"2018-01-21","pf2_status":"P","pf2_completion_date":"2018-12-24","number_of_passed_courses":"3","pds_october":"7","trc":"True","wera":"False","pds_november":"7","npi_email_temp":"tburen@odyssey.on.ca","old_do_id":"LREFUSED","pcl_completion_date_5":"2021-12-25","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
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{"contact":{"id":"9032","email":"tarunmalay771@gmail.com","first_name":"Tarun","last_name":"Malay","phone":"2506870112","orgname":"Ashley Homestore","customer_acct_name":"Ashley Homestore","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, 250328 phone recovered, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06712","province":"BC","full_name":"Tarun Malay","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"311160","area_code":"608","region":"US","lead_status":"Lapsed Member","old_do_id":"LB2501793","time_zone":"5","members_type":"CAND","phone_2":"2506870112","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"LNC \/ 06 November 2025 Not at the office\r\nLN \/ 10 December 2025 No longer working there","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T17:20:00-05:00","canceldate":"2023-05-02","paid_thru":"2023-02-28","new_member_date_2":"2022-03-16","temp_do_id_for_auto_old_do_id":"L25C06712","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-03-16","pcl_status":"P","pcl_completion_date":"2022-07-17","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","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":"couldn't particpate","mini_nps":"4","age_range":"18 to 30 years","selfpayrollproficiency":"Strong","old_int_code":"12","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"tarunmalay771@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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":"2024-06-12","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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"30225","email":"admin@ironwing.ca","first_name":"Karen","last_name":"Cherneski","phone":"7803969429","orgname":"Iron Wing Tank and Vac Ltd.","customer_acct_name":"Iron Wing Tank and Vac Ltd.","tags":"payroll.ca visited, Breaking News, 250205 AST Members, inPipeline2, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0249","full_name":"Karen Cherneski","members_type":"AST","city_1":"Whitecourt","province":"AB","language":"English","phone_2":"7802404178","lead_status":"Renewed APX","last_engaged_date":"2025-02-26","new_member_date_2":"2024-09-20","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"342608","no_email_solicitation":"False","area_code":"780","time_zone":"4","blocnote":"May 11 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:25:00-04:00","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":"AST0249","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-08-22","last_act_type":"2025-08-22","telemarketing_call_date":"2026-05-11","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:33-05:00","npi_email_temp":"admin@ironwing.ca","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"30337","email":"cgpereira@rogers.com","first_name":"Crystal","last_name":"Pereira","phone":"5195711873","orgname":"Schlegel Villages","customer_acct_name":"Schlegel Villages","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00120","individual_id":"228462","full_name":"Crystal Pereira","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":"2025-10-30T10:15:00-04:00","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25O00120","temp_intcode_for_auto_old_int_code":"6","province":"ON","organization_id":"257764","phone_2":"5192214291","last_infoline_date_type":"2024-11-12","last_act_type":"2024-11-12","pcl_status":"P","pcl_completion_date":"2016-07-17","pf1_status":"P","pf1_completion_date":"2017-04-16","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"cgpereira@rogers.com","pcl_completion_date_5":"2021-07-17","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","company_paid_thru":"2021-10-31","corp_cancel_date":"2022-01-07","company_status":"I"}},"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, 260522 Lapsed DEL","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":"","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":"2024-06-11","last_act_type":"2025-03-12","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","pipeline_2_members_only_ast":"","do_id":"L25O02488","npi_email_temp":"maundaw@pace-il.ca","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","ln_entered_date":"2026-05-28"}},"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":"2021-09-02","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","latest_paid_thru":"2021-12-31"}},"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":{"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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"9270","email":"mboaretto@superiormachining.com","first_name":"Monica","last_name":"Boaretto","phone":"9056694288","orgname":"Superior Machining Ltd.","customer_acct_name":"Superior Machining 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":"L25C06310","full_name":"Monica Boaretto","language":"English","origin":"Lapsed Spring 2024","domain_1":"superiormachining.com","individual_id":"310295","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502743","time_zone":"2","province":"ON","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-04-02","intcode":"06","blocnote":"Mar 12 2025 vm  Mar 25 2025 vm\r\nMar 26 2025 vm  Mar28 2025 vm\r\nApr 1 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":"2026-01-05T09:41:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2022-02-17","temp_do_id_for_auto_old_do_id":"L25C06310","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-09-01","last_act_type":"2023-08-02","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"P","pf1_completion_date":"2023-02-06","number_of_passed_courses":"2","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"mboaretto@superiormachining.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"9265","email":"thampson@nlls.ab.ca","first_name":"Terri","last_name":"Hampson","phone":"7807242596","orgname":"Northern Lights Library System","customer_acct_name":"Northern Lights Library System","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25O00316","province":"AB","extension_phone_1":"2110","full_name":"Terri Hampson","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2016-03-02","domain_1":"nlls.ab.ca","lapsed_expiration_date":"2023-05-02","individual_id":"241487","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETO00300","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T17:20:59-04:00","blocnote":"780-545-4169 direct line\n  Jan 9 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 27 February 2025 VM\n 28 February 2025 VM\n 24 March 2025 VM\n 26 March 2025 VM","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00316","temp_intcode_for_auto_old_int_code":"6","organization_id":"241486","phone_2":"4036203052","last_act_type":"2023-04-19","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2019-11-26","pf2_status":"F","pf2_completion_date":"2022-04-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-10-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"thampson@nlls.ab.ca","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"34378","email":"angela.halverson@gmail.com","first_name":"Angela","last_name":"Halverson","phone":"4033074995","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"205000","full_name":"Angela Halverson","language":"English","canceldate":"2021-10-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2012-09-04","lead_status":"Refused","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"11","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 Survey completed - she didn't use the membership so she couldn't answer much\n2026 May 08 call reached voicemail, no human answer\n2026 May 11 voicemail reached, no contact made\n2026 May 13 contact refused to renew and declined survey, requested no further calls","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T12:06:41-04:00","pds_july":"1","paid_thru":"2021-07-31","temp_do_id_for_auto_old_do_id":"L25A00718","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":"Yes","notrenewedwanttorenew":"No","notrenewedother":"number of clients declined","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":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","temp_intcode_for_auto_old_int_code":"11","pds_august":"1","pds_september":"1","last_act_type":"2020-07-15","pcl_status":"P","pcl_completion_date":"2012-11-19","pf1_status":"P","pf1_completion_date":"2013-02-01","number_of_passed_courses":"2","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"angela.halverson@gmail.com","pcl_completion_date_5":"2017-11-19","formatted_paid_thru":"31\/07\/2021","latest_paid_thru":"2021-07-31","called_by":"Tri","aitm_status_called":"2026-05-13T12:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent contacted Angela regarding her lapsed Associate membership with the National Payroll Institute. Angela expressed disinterest in renewing and declined to answer survey questions. The agent acknowledged her wishes and ended the call, confirming no further contact would be made.","aitm_callsummarytitle":"Contact refused renewal and survey","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_1d46285bb0d10d318bb556cd65a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1d46285bb0d10d318bb556cd65a","onesentencenotrenewed":"It's not relevant.","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00718","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"9794","email":"caronsun7@gmail.com","first_name":"Ruoyu","last_name":"Sun","phone":"6476285233","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":"Ruoyu (Caron) Sun","language":"English","origin":"Lapsed Spring 2024","individual_id":"320887","region":"CDN","lead_status":"Refused","old_do_id":"L25C06377","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6476285233","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"NOv 6 2025 completed without renewal ( she is not in payroll anymore)","canceldate":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-01-20","temp_do_id_for_auto_old_do_id":"L25C06377","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-20","pcl_status":"P","pcl_completion_date":"2023-04-30","number_of_passed_courses":"1","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T09:48:00-05:00","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":"","expectationsnotmet":"Yes","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Basic","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"caronsun7@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"30218","email":"chelfatbrahim@yahoo.com","first_name":"Brahim","last_name":"Chelfat","phone":"8028632561","orgname":"","customer_acct_name":"","tags":"250205 AST Members, npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A02012","full_name":"Brahim (Abdelkader) Chelfat","city_1":"Boisbriand","province":"QC","language":"French","new_member_date_2":"2022-07-06","pipeline_2_members_only_ast":"","individual_id":"60734","no_email_solicitation":"False","pds_march":"5","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","pds_may":"5","area_code":"802","pds_july":"5","paid_thru":"2025-06-30","date_of_renewal_identification":"","old_do_id":"AST0244","members_type":"AST","lead_status":"Lapsed Member","canceldate":"2025-09-03","temp_do_id_for_auto_old_do_id":"L25A02012","pds_august":"5","pds_september":"5","last_infoline_date_type":"2025-05-13","last_act_type":"2025-09-24","number_of_passed_courses":"0","pds_october":"5","intcode":"03","blocnote":"tln. 5 nov 2025 bv\n2026 May 08 call reached automated system and transferred to operator, call ended shortly after","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:03-04:00","temp_intcode_for_auto_old_int_code":"03","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"chelfatbrahim@yahoo.com","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:03-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call reached an automated phone system for Valen Valve Corporation, where the user pressed zero to reach the operator. The agent confirmed the transfer but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call reached automated system, no human conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1dcb6126db8ebcdcf9c83e8b413","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1dcb6126db8ebcdcf9c83e8b413","number_of_calls_reached":"1"}},"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, TMAI","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":"06","temp_intcode_for_auto_old_int_code":"06","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","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:22:45-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","blocnote":"2026 May 08 call reached voicemail\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"99","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0d60895b5c67bf44b814998192d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0d60895b5c67bf44b814998192d"}},"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","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"31106","email":"moyosore.fatobi@gmail.com","first_name":"Moyosore","last_name":"Akinloye-Oyeyemi","phone":"2263484114","orgname":"","customer_acct_name":"","tags":"250620 phone cannot be recovered, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Moyosore Akinloye-Oyeyemi, PCP","lead_status":"Not Relevant","members_type":"PRO","city_1":"Edmonton","province":"AB","phone_2":"2263484114","pipeline_2_members_only_ast":"","new_member_date_2":"2022-02-24","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"226","time_zone":"2","language":"English","intcode":"16","pipeline_1_lapsed_members":"","individual_id":"284201","blocnote":"june 10 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-06-16T13:52:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"LB2506517","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2025-01-12","last_act_type":"2026-12-01","telemarketing_call_date":"2025-06-16","pcl_status":"P","pcl_completion_date":"2020-03-29","pf1_status":"P","pf1_completion_date":"2020-05-17","pf2_status":"P","pf2_completion_date":"2020-07-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-10-28","number_of_passed_courses":"4","cert_status":"ACTIVE","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"AST1634","npi_email_temp":"moyosore.fatobi@gmail.com","pcl_completion_date_5":"2025-03-29","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"34140","email":"blaine@renegadebookkeeping.com","first_name":"Blaine","last_name":"Sincennes","phone":"3066121700","orgname":"Renegade Bookkeeping Ltd.","customer_acct_name":"Renegade Bookkeeping Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"307935","full_name":"Blaine Sincennes","do_id":"L25A01161","language":"English","canceldate":"2024-02-03","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2021-12-06","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"SK","intcode":"16","blocnote":"June 4 2025 Said to call back next week in the afternoon\nSept 3 2025 vm\n2026-02-25 Dial failed","dhmsfin_telemarketing_last_contacted_date":"2026-02-25T11:40:09-05:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A01161","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2023-08-21","last_act_type":"2023-08-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"blaine@renegadebookkeeping.com","aitm_status_called":"2026-02-25T11:40:09-05:00","number_of_call_attempts":"1","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","number_of_total_call_attempts":"1","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"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","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02"}},"seriesid":"163"}
{"contact":{"id":"33534","email":"charlenecorday@hotmail.com","first_name":"Charlene","last_name":"Corday","phone":"7806677026","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321928","full_name":"Charlene Corday","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-02-17","city_1":"Sherwood Park","time_zone":"4","province":"AB","language":"English","phone_2":"7806677026","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T17:42:00-05:00","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":"no much communication","expectationsnotmet":"Yes","expectationsnotmetspecify":"she didn't use it - found it not useful","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"because no mentorship and not useful - anytime she tried to discuss anything with anyone not helpful","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"no time","mini_nps":"1","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","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00518","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-02","pcl_status":"P","pcl_completion_date":"2023-07-24","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"charlenecorday@hotmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00518","pcl_completion_date_5":"2028-07-24","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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":{"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":"2019-07-03","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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"30104","email":"melodyc19@hotmail.com","first_name":"M\u00e9lody","last_name":"Caravieilhes","phone":"2123756900","orgname":"Mazars","customer_acct_name":"Mazars","tags":"250205 AST Members, inPipeline2, npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, npiAlert20","ip4":"127.0.0.1","fields":{"do_id":"L25A02677","full_name":"M\u00e9lody Caravieilhes","members_type":"AST","city_1":"Laval","province":"QC","language":"French","lead_status":"Lapsed Member","new_member_date_2":"2024-09-06","pipeline_2_members_only_ast":"","individual_id":"341872","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"0","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-08-31","temp_do_id_for_auto_old_do_id":"L25A02677","temp_intcode_for_auto_old_int_code":"08","blocnote":"xp.30 sept 2025 n est plus a l'emploie\n2026 May 08 contact informed M\u00e9lody left company, provided new contact Diane, call ended without further contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","value_help_with_complex":"No","last_infoline_date_type":"2024-10-15","last_act_type":"2024-11-21","number_of_passed_courses":"0","date_of_renewal_identification":"","old_do_id":"AST0206","canceldate":"2025-11-04","trc":"False","wera":"False","npi_email_temp":"melodyc19@hotmail.com","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:55-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with M\u00e9lody Caravieilhes regarding her NPI membership but was informed she left the company. The contact provided a new name, Diane, for payroll inquiries, but the call ended without reaching Diane or obtaining further information.","aitm_callsummarytitle":"Contact not available, new contact provided","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_43bd42445f6c6d91b20f8783781","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_43bd42445f6c6d91b20f8783781","number_of_calls_reached":"1"}},"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":"03","blocnote":"21 aout 2025 longue att\n2026 May 08 call reached automated system, no human contact established","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","temp_do_id_for_auto_old_do_id":"L25A00419","temp_intcode_for_auto_old_int_code":"03","phone_2":"4389212975","last_infoline_date_type":"2024-05-11","last_act_type":"2024-05-11","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","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:53-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was answered by an automated system with multiple menu options. The agent attempted to reach Yamile but the call ended shortly after the user said \"Thank you.\" No meaningful conversation with a human was established.","aitm_callsummarytitle":"Call reached automated system, no human contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3f999c1d159d0e9fe3319200761","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3f999c1d159d0e9fe3319200761","number_of_calls_reached":"1"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"103048","full_name":"Gail Kerr-Mercer, SHRM-CP","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2017-03-02","lead_status":"Refused","no_email_solicitation":"False","pds_march":"9","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"01","blocnote":"02 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 contact declined renewal, stated retired","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:45-04:00","pds_july":"9","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00593","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent spoke with Gail regarding her lapsed Associate membership with the National Payroll Institute. Gail answered survey questions about her initial membership value, satisfaction, and age range but declined to renew her membership, stating she is retired. The call ended politely with the agent thanking Gail for her time.","aitm_callsummarytitle":"Membership survey and declined renewal","notrenewedwanttorenew":"No","mini_nps":"4","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_120e2b048058c919dc01fd4dfdd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_120e2b048058c919dc01fd4dfdd","onesentencenotrenewed":"No. I'm retired.","initialvalue":"Career","age_range":"61+","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00593","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2022-08-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"May 5 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T11:45:00-04:00","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":"2026-12-01","telemarketing_call_date":"2026-05-05","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","latest_paid_thru":"2027-02-28"}},"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":"2024-07-09","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","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"30515","email":"stephanie.gallays@xero.com","first_name":"Stephanie Jayne","last_name":"Gallays","phone":"5879884042","orgname":"","customer_acct_name":"","tags":"250214 NPI Emails to recovered and need to update AC","ip4":"0.0.0.0","fields":{"do_id":"L25C00077","full_name":"Stephanie Jayne Gallays","language":"English","time_zone":"4","new_member_date_2":"2022-11-25","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":"L25C00077","npi_email_temp":"stephanie.gallays@xero.com"}},"seriesid":"163"}
{"contact":{"id":"8938","email":"rebecca.mary@me.com","first_name":"Rebecca","last_name":"Singh","phone":"6474092325","orgname":"Avante Security Inc.","customer_acct_name":"Avante Security Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07334","province":"ON","full_name":"Rebecca Singh","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","individual_id":"297636","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500693","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":"2021-02-02","temp_do_id_for_auto_old_do_id":"L25C07334","extension_phone_1":"225","phone_2":"6474092325","last_act_type":"2021-01-02","pcl_status":"F","pcl_completion_date":"2021-05-30","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 07 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T09:41:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"rebecca.mary@me.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"34248","email":"cnugent@presbyterian.ca","first_name":"Carol","last_name":"Nugent","phone":"4164411111","orgname":"The Presbytarian Church in Canada","customer_acct_name":"The Presbytarian Church in Canada","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"16919","full_name":"Carol Nugent","do_id":"L25A00437","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"416","extension_phone_1":"315","members_type":"AST","new_member_date_2":"2013-11-14","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 call reached denominational office but could not connect to extension 315.\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call to Presbyterian Church in Canada was unintelligible and no renewal discussion occurred.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T10:06:41-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A00437","temp_intcode_for_auto_old_int_code":"15","phone_2":"4167247548","last_infoline_date_type":"2024-12-04","last_act_type":"2024-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cnugent@presbyterian.ca","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-13T10:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The call was made to the Presbyterian Church in Canada but the conversation was mostly unintelligible and disjointed, with the agent unable to clearly communicate or confirm the identity of the contact. The call ended without completing any survey or renewal discussion.","aitm_callsummarytitle":"Unsuccessful call due to unclear communication","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Call was unclear and no renewal intent was expressed.","initialvalue":"Other","othermemberbenefit":"Call was unintelligible, no clear reason given.","astotherreasonsnottorenew":"Call was unintelligible and no clear communication was possible.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8200d055984eeaff3d0fafab71f","old_int_code":"06","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8200d055984eeaff3d0fafab71f","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"30120","email":"jessica@timmecsol.ca","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":"2026-05-19T09:42:00-04:00","blocnote":"May 4 2026 call second number\r\nMay 19 2026 completed with renewal and both emails sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T09:42:00-04:00","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","area_code":"705","time_zone":"2","intcode":"02","pipeline_1_lapsed_members":"","paid_thru":"2026-03-31","old_int_code":"06","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":"02","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@timmecsol.ca","apx_entered_date":"2026-02-14","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31","testimonial":"N\/A","renewal_refusal_reasons":"","regular_email_change_date":"2026-05-19T09:42:12-04:00","npi_email_2":"jessica.carriere@magristalc.com","sendapxapplicationform":"2026-05-19T09:42:00-04:00"}},"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, TMAI","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":"15","blocnote":"June 4 2025 vm\r\nAug 21 2025 vm\n2026 May 08 call reached a person who did not know Maria Korovilos and ended early.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:56-04:00","pds_july":"9","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A00380","temp_intcode_for_auto_old_int_code":"15","pds_august":"9","phone_2":"4506896436","pds_september":"9","last_act_type":"2021-12-11","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","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:56-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Maria Korovilos on behalf of the National Payroll Institute but reached a person who was unsure about Maria and asked what the call was about. The call ended shortly after without further progress.","aitm_callsummarytitle":"Call reached wrong person, no renewal discussion","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was unsure who Maria was and did not engage further.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"6","astotherreasonsnottorenew":"Contact did not recognize the intended recipient and did not proceed with the call.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_999c6ff94300c929d11ab2b4f6a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_999c6ff94300c929d11ab2b4f6a","number_of_calls_reached":"1"}},"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","npi_email_temp":"rinkoxxx@hotmail.com","pcl_completion_date_5":"2026-10-03","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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":"2024-05-01","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","latest_paid_thru":"2026-01-31","corp_cancel_date":"2026-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34711","email":"eunju.baek@outlook.com","first_name":"Eun-Ju","last_name":"Baek","phone":"5144587733","orgname":"10926922 Canada Inc.","customer_acct_name":"10926922 Canada Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"231291","full_name":"Eun-Ju Baek","do_id":"L25A00801","language":"English","canceldate":"2021-07-03","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2019-05-16","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"15","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call started, agent introduced purpose, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:36-04:00","pds_july":"3","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A00801","temp_intcode_for_auto_old_int_code":"15","pds_august":"3","phone_2":"5144587733","pds_september":"3","last_infoline_date_type":"2021-03-14","last_act_type":"2021-03-14","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"eunju.baek@outlook.com","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Eun-Ju and introduced herself, explaining the purpose of the call regarding the lapsed Associate membership. The call was brief and ended shortly after the introduction without further discussion or questions.","aitm_callsummarytitle":"Brief introduction call, no renewal discussion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7a20b9f6df1a00e3d10090f98e0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7a20b9f6df1a00e3d10090f98e0","mini_nps":"3","old_int_code":"6","number_of_calls_reached":"1"}},"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, TMAI","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\n2026 May 08 call started, first question asked, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:47-04:00","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":"15","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"347734","old_int_code":"06","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":"15","last_engaged_date":"2025-10-01","last_infoline_date_type":"2026-01-27","last_act_type":"2026-01-27","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","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Lisa 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":"Initial survey question asked, call ended early","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_97881e3431fdb3337826c700048","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_97881e3431fdb3337826c700048","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30299","email":"nlungu@agencecartier.com","first_name":"Nadejda","last_name":"Lungu","phone":"5142706061","orgname":"Cartier","customer_acct_name":"Cartier","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00386","individual_id":"283597","full_name":"Nadejda Lungu","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":"2025-08-13T10:46:00-04:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00386","temp_intcode_for_auto_old_int_code":"6","province":"QC","organization_id":"283596","last_infoline_date_type":"2022-09-09","last_act_type":"2023-01-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nlungu@agencecartier.com","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"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":"2021-10-09","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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33810","email":"dbeardwood@fcsa.ca","first_name":"Darlene","last_name":"Beardwood","phone":"6132413080","orgname":"Frequency Coordination System Association","customer_acct_name":"Frequency Coordination System Association","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"99042","full_name":"Darlene Beardwood","do_id":"L25A00587","language":"English","canceldate":"2022-04-02","time_zone":"2","area_code":"613","members_type":"AST","new_member_date_2":"2006-02-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","cpa_certification":"PCP","intcode":"06","blocnote":"June 2 2025 vm\r\nAug 20 2025 vm\r\nLN Nov 19 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail at FCSA, no contact with Darlene\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail at FCSA, no human contact\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","pds_july":"1","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A00587","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"8199235265","pds_september":"1","last_infoline_date_type":"2021-01-25","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2006-09-13","pf1_status":"P","pf1_completion_date":"2006-12-22","pf2_status":"P","pf2_completion_date":"2009-09-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-09-23","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"dbeardwood@fcsa.ca","pcl_completion_date_5":"2011-09-13","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately.","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","session_id":"call_f1b5b61f2a416e978a1719939c8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f1b5b61f2a416e978a1719939c8","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"33923","email":"jamidellavedova@gmail.com","first_name":"Jami","last_name":"DellaVedova, CPA, CA","phone":"7059899400","orgname":"Soo Mill","customer_acct_name":"Soo Mill","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"298188","full_name":"Jami DellaVedova, CPA, CA","do_id":"L25A01110","language":"English","canceldate":"2022-04-02","time_zone":"2","area_code":"705","members_type":"AST","new_member_date_2":"2021-02-18","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"June 3 2025 vm\r\nAug 20 2025 vm\r\nLN Nov 19 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:46-04:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A01110","temp_intcode_for_auto_old_int_code":"6","phone_2":"7059899400","last_act_type":"2021-02-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jamidellavedova@gmail.com","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_9f6ecb94c83065bd5041907002a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9f6ecb94c83065bd5041907002a"}},"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","latest_paid_thru":"2023-09-30"}},"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","latest_paid_thru":"2024-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"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":"9201","email":"teresa@rockyviewfoundation.org","first_name":"Teresa","last_name":"Lindquist","phone":"4039459724","orgname":"The Rocky View Foundation","customer_acct_name":"The Rocky View Foundation","tags":"CSV imported, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Teresa Lindquist","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2004-03-25","domain_1":"rockyviewfoundation.org","lapsed_expiration_date":"2023-05-02","individual_id":"140169","area_code":"403","region":"CDN","lead_status":"Refused","old_do_id":"L25O00233","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"May 16 2025 not in\r\nJuly 17 2025 not in today\r\nLN Oct 1 2025 She said they do not inhouse payroll they have a payroll provider now","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T11:14:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"LB2507459","temp_intcode_for_auto_old_int_code":"21","organization_id":"72830","pds_august":"12","old_int_code":"10","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pds_september":"12","last_conf_date_type":"2019-06-12","last_act_type":"2023-04-19","pcl_status":"P","pcl_completion_date":"2009-12-09","pf1_status":"P","pf1_completion_date":"2010-06-17","number_of_passed_courses":"2","pds_october":"12","trc":"False","wera":"False","pds_november":"12","do_id":"LB2507459","npi_email_temp":"teresa@rockyviewfoundation.org","pcl_completion_date_5":"2014-12-09","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33742","email":"melissa.gamelin@legroupesg.com","first_name":"M\u00e9lissa","last_name":"Gamelin","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":"324097","full_name":"M\u00e9lissa Gamelin","members_type":"CORP","do_id":"L25O00764","lead_status":"Lapsed Member","coidnewmbrdate":"2024-02-09","city_1":"Qu?bec","time_zone":"2","province":"QC","language":"French","phone_2":"4185615293","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"18 aout 2025 n'est plus en poste","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T09:55:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00764","temp_intcode_for_auto_old_int_code":"16","organization_id":"324098","last_act_type":"2024-09-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"melissa.gamelin@legroupesg.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"33679","email":"sunith123@gmail.com","first_name":"Sunitha","last_name":"Raju","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"278215","full_name":"Sunitha Raju","members_type":"CAND","do_id":"L25C00639","lead_status":"Refused","new_member_date_2":"2021-02-03","city_1":"Ottawa","time_zone":"2","province":"ON","language":"English","phone_2":"3432023736","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":"L25C00639","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-06-02","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"F","pf1_completion_date":"2024-05-28","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sunith123@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"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, 260522 Lapsed DEL","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":"LB2507358","old_int_code":"2","last_act_type":"2026-12-01","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","npi_email_temp":"sukhsundher@hotmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30183","email":"jrbooks01@gmail.com","first_name":"Jo","last_name":"Ruelle","phone":"4032820649","orgname":"Jo Ruelle Bookkeeping","customer_acct_name":"Jo Ruelle Bookkeeping","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1237","full_name":"Jo H. Ruelle, CPB","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4032820649","lead_status":"Renewed APX","new_member_date_2":"2012-10-04","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"206850","no_email_solicitation":"False","pds_march":"20","area_code":"403","time_zone":"4","blocnote":"May 11 2026 Survey completed, Sent resource email. She said she is not thinking of certification because she is near to retirement age.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:18:00-04:00","intcode":"31","pipeline_1_lapsed_members":"","pds_may":"20","pds_july":"20","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"20","date_of_renewal_identification":"2025-09-04","temp_do_id_for_auto_old_do_id":"AST1237","temp_intcode_for_auto_old_int_code":"31","sendseptemail":"2025-09-23T12:47:00-04:00","sendaidate":"2026-05-11T11:18:31-04:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","old_int_code":"3","pds_september":"20","last_infoline_date_type":"2026-05-02","last_conf_date_type":"2023-07-12","last_act_type":"2026-05-02","telemarketing_call_date":"2026-05-11","number_of_passed_courses":"0","pds_october":"21","trc":"False","wera":"False","pds_november":"21","npi_email_temp":"jrbooks01@gmail.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","value_designation":"No","sendaigeneral":"2026-05-11T11:18:00-04:00","sendaiemail":"2026-05-11T11:18:31-04:00"}},"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","latest_paid_thru":"2025-01-31"}},"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","latest_paid_thru":"2025-11-30"}},"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":"payrollcompliance visited, payroll.ca visited, Member portal, Breaking News, Dialogue Magazine, 250903 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"2026-06-02","member_may":"2","last_login_date":"2026-06-02T16:13:43-04:00","payroll_guidelines_may":"1","resources_tools_may":"1","pipeline_1_lapsed_members":"","blocnote":"May 22 2026 Survey completed webinar email and renewal\r\nMay 29 2026 She said she will fill out renewal application soon.","dhmsfin_telemarketing_last_contacted_date":"2026-05-29T11:35:00-04:00","intcode":"02","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":"02","last_act_type":"2025-08-04","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","latest_paid_thru":"2026-03-31","old_int_code":"06","mini_nps":"5","testimonial":"I am new to Canadian payroll. Generally the way it benefits me is it helps me with any questions or information I need. I do quite a bit of research on their website.","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-22T11:22:00-04:00","sendapxapplicationform":"2026-05-22T11:22:00-04:00","testimonial_reviewer_name":"Payam","testimonial_reviewed":"As someone new to Canadian payroll, NPI has been very helpful. It provides me with the information and answers I need whenever questions come up, and I do quite a bit of research through their website.","original_language":"English","original_testimonial_translated":"En tant que novice dans le domaine de la paie au Canada, l'INP m'a \u00e9t\u00e9 d'une grande aide. Il me fournit les informations et les r\u00e9ponses qu'il me faut d\u00e8s que j'ai des questions, et je fais r\u00e9guli\u00e8rement des recherches sur leur site web.","testimonial_sent_date":"2026-05-22T15:15:48-04:00","testimonial_confirmation_date":"2026-05-23T13:03:38-04:00","member_june":"6"}},"seriesid":"163"}
{"contact":{"id":"33651","email":"cai_leihaibo@hotmail.com","first_name":"Lei","last_name":"Cai","phone":"6476160380","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":"334092","full_name":"Lei Cai","members_type":"CAND","do_id":"L25C00611","lead_status":"Lapsed Member","new_member_date_2":"2024-02-06","city_1":"Newmarket","time_zone":"2","province":"ON","language":"English","phone_2":"6476160380","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00611","last_act_type":"2024-04-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:59:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"cai_leihaibo@hotmail.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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","latest_paid_thru":"2021-11-30"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"97669","full_name":"Tena Cox","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2005-12-21","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"02","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026 May 08 reached voicemail for Tina Cox, left message\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 Attempted to reach Tina Cox, call went to voicemail.\n2026 May 11 contact wants to renew and sent the email - NPI# 33805","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:46-04:00","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25A00586","temp_intcode_for_auto_old_int_code":"02","phone_2":"9055101758","last_infoline_date_type":"2022-05-07","last_act_type":"2023-04-12","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","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-11T10:31:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent contacted Tena to discuss her lapsed Associate membership with the National Payroll Institute. Tena expressed interest in renewing, rated her satisfaction as very high, and confirmed her email for sending the renewal application form, which was successfully sent during the call.","aitm_callsummarytitle":"Membership Renewal Interest Confirmed","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_c5664e229696cf38d382641924d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c5664e229696cf38d382641924d","sendapplicationform":"2026-05-11T10:39:00-04:00","mini_nps":"5","initialvalue":"Designation","age_range":"46-60","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00586","number_of_calls_reached":"1"}},"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":"2025-09-01","last_act_type":"2026-03-31","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","npi_email_temp":"blemano@sheridancollege.ca","pcl_completion_date_5":"2017-01-12","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"9037","email":"maracpy@gmail.com","first_name":"Pui","last_name":"Chui","phone":"5147024963","orgname":"Intertek Testing","customer_acct_name":"Intertek Testing","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":"Pui Yu Chui","language":"English","origin":"Lapsed Spring 2024","individual_id":"321509","area_code":"514","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-26","old_do_id":"L25C06329","time_zone":"2","province":"QC","members_type":"CAND","phone_2":"4385259068","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","cpa_certification":"PCP","cert_status":"PENDING","intcode":"21","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 8 2025 Survey completed She is no longer in payroll.","pipeline_2_members_only_ast":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:30:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2023-02-07","temp_do_id_for_auto_old_do_id":"L25C06329","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-11-16","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":"2023-11-16","number_of_passed_courses":"4","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"True","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":"I changed my career.","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Native","old_int_code":"01","npi_email_temp":"maracpy@gmail.com","date_of_renewal_identification":"","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"34102","email":"annapettinelli974@gmail.com","first_name":"Anna","last_name":"Pettinelli","phone":"5146488171","orgname":"Polystar Inc.","customer_acct_name":"Polystar Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"158621","full_name":"Anna Pettinelli","do_id":"L25A00653","language":"English","canceldate":"2021-03-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2020-01-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"10","blocnote":"June 4 2025 vm\r\nAug 28 2025 vm Anna Payroll Administrator\n2026 May 08 reached voicemail of Anna Petenari, payroll administrator\n2026 May 08 callback scheduled after 7 PM","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:51-04:00","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A00653","temp_intcode_for_auto_old_int_code":"10","phone_2":"5149917305","last_act_type":"2020-01-13","pcl_status":"P","pcl_completion_date":"2010-02-05","pf1_status":"F","pf1_completion_date":"2021-02-21","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"annapettinelli974@gmail.com","pcl_completion_date_5":"2015-02-05","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:32:14-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called Anna to discuss her lapsed Associate membership with the National Payroll Institute but Anna indicated it was not a good time to talk. A callback was scheduled for after 7 PM on the same day. The call ended amicably with a confirmed callback time.","aitm_callsummarytitle":"Callback Scheduled for Membership Discussion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_68c1a36cbf8ae3da2ed16ac5552","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_68c1a36cbf8ae3da2ed16ac5552","npi_call_back_date_and_time":"2026-05-08T19:00:00-04:00","npi_call_back_time_hour":"19","npi_call_back_time_minute":"00","mini_nps":"3","old_int_code":"6"}},"seriesid":"163"}
{"contact":{"id":"33827","email":"trevor@bullseyerecruitment.com","first_name":"Trevor","last_name":"Johnson","phone":"4032642242","orgname":"BullsEye Recruitment Inc.","customer_acct_name":"BullsEye Recruitment Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"101798","full_name":"Trevor Johnson","do_id":"L25A00590","language":"English","canceldate":"2024-07-03","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2011-05-31","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"15","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026 May 08 voicemail reached, no human contact\n2026 May 08 call ended abruptly before completion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A00590","temp_intcode_for_auto_old_int_code":"15","phone_2":"4038304905","last_act_type":"2023-04-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"trevor@bullseyerecruitment.com","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:26:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent Ellen called Trevor regarding his lapsed Associate membership with the National Payroll Institute and attempted to discuss his membership experience. The call was brief and ended abruptly without completing the survey or providing further information.","aitm_callsummarytitle":"Brief call about lapsed membership ended abruptly","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_63ffbcefa002bf8d16f9f538188","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_63ffbcefa002bf8d16f9f538188","mini_nps":"3","onesentencenotrenewed":"Call ended before renewal intent was expressed.","initialvalue":"Other","othermemberbenefit":"Not provided","old_int_code":"6","astotherreasonsnottorenew":"Call ended abruptly before reasons were given.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30272","email":"sandipinkerton@shaw.ca","first_name":"Sandi","last_name":"Pinkerton","phone":"6043177345","orgname":"Just Right Bookkeeping","customer_acct_name":"Just Right Bookkeeping","tags":"250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00092","full_name":"Sandi Pinkerton","members_type":"AST","language":"English","time_zone":"5","lead_status":"Lapsed Member","new_member_date_2":"2021-03-02","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"298627","canceldate":"2023-05-02","no_email_solicitation":"FALSE","pipeline_2_members_only_ast":"","province":"BC","intcode":"01","blocnote":"May 28 2025 vm\r\nAug 12 2025 Survey copleted\n2026 May 08 call reached voicemail\n2026 May 11 voicemail reached for Sandy Pinkerton\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no conversation.\n2026 May 25 contact declined renewal due to retirement","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T18:07:09-04:00","paid_thru":"2023-02-28","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","engagingstrategiesspecify":"More workshops especially for newcomers and meet and greet events.","mini_nps":"5","age_range":"46-60","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":"L25A00092","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2023-06-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sandipinkerton@shaw.ca","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-25T18:07:09-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent contacted Sandi to discuss her lapsed Associate membership with the National Payroll Institute. Sandi expressed satisfaction with her membership but declined to renew because she has retired and is no longer working in payroll. The call ended politely with no further action taken.","aitm_callsummarytitle":"Membership Renewal Declined Due to Retirement","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d8c9263f59aa90bbd5f7f3f9e56","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d8c9263f59aa90bbd5f7f3f9e56","notrenewedwanttorenew":"No","onesentencenotrenewed":"No, I have retired.","initialvalue":"Stay Current","date_of_renewal_identification":"","old_do_id":"L25A00092","number_of_calls_reached":"1","ln_entered_date":"2026-05-26"}},"seriesid":"163"}
{"contact":{"id":"33635","email":"kristinl.oleary@gmail.com","first_name":"Kristin","last_name":"O'Leary","phone":"5145157739","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320045","full_name":"Kristin O'Leary","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-02-09","city_1":"L'?le-Perrot","time_zone":"2","province":"QC","language":"English","phone_2":"5145157739","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"LNC Nov 26 2025 Call back","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T10:55:00-05:00","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":"Yes","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":"21","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00595","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-08-25","last_act_type":"2024-11-06","pcl_status":"F","pcl_completion_date":"2024-11-01","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"10","npi_email_temp":"kristinl.oleary@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00595","pcl_completion_date_5":"2029-11-01","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"30087","email":"terribyam@gmail.com","first_name":"Terri","last_name":"Byam","phone":"4033173610","orgname":"MPE Engineering Ltd.","customer_acct_name":"MPE Engineering Ltd.","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0200","full_name":"Terri Byam","members_type":"AST","city_1":"Raymond","province":"AB","language":"English","phone_2":"4036348621","lead_status":"Member","new_member_date_2":"2021-05-14","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"301218","no_email_solicitation":"False","area_code":"403","time_zone":"4","sendaprilemail":"Yes","sendpreexpirationemail":"2025-04-25T12:15:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-04-25T12:16:00-04:00","blocnote":"Apr 25 2025 their parent company took over the payroll so she is not doing payroll anymore but she would like to get the information and send it to someone who might be interested","nationalconferenceattend":"No","intcode":"99","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":"AST0200","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2026-05-26","last_act_type":"2026-05-26","telemarketing_call_date":"2025-04-25","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:42-05:00","npi_email_temp":"terribyam@gmail.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","date_of_renewal_identification":"2026-05-28","ai_entered_date":"2026-05-28"}},"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","latest_paid_thru":"2021-11-30","company_paid_thru":"2021-11-30","corp_cancel_date":"2022-02-02","company_status":"I"}},"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","latest_paid_thru":"2026-10-31"}},"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, TMAI","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":"16","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\n2026 May 25 call reached wrong number, call ended quickly.","paid_thru":"2024-01-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:08-04:00","new_member_date_2":"2023-02-03","temp_do_id_for_auto_old_do_id":"L25P02408","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-01-07","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","latest_paid_thru":"2024-01-31","called_by":"Tri","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-25T14:07:08-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Maham on behalf of the National Payroll Institute, but the person who answered said it was the wrong number and ended the call shortly after.","aitm_callsummarytitle":"Wrong Number - Call Ended","notrenewedwanttorenew":"No","onesentencenotrenewed":"Wrong number, no interest in renewing.","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2998dcff2723b8e2feb0e7a68a8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2998dcff2723b8e2feb0e7a68a8","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"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, TMAI","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":"02","blocnote":"30 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM\n2026 May 14 - Reached voicemail; no message left\n2026 May 14 - Reached voicemail, no message left\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 contact wants to renew and sent the email - NPI# 31030","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:07-04:00","pds_july":"2","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00242","temp_intcode_for_auto_old_int_code":"02","pds_august":"2","pds_september":"2","last_act_type":"2025-02-06","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-21T11:37:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Katherine to discuss her lapsed Professional membership with the National Payroll Institute. Katherine expressed interest in renewing her membership and the agent confirmed her email to send the renewal procedure. The agent successfully sent the renewal application email and concluded the call.","aitm_callsummarytitle":"Membership Renewal Interest Confirmed","notrenewedwanttorenew":"Yes","mini_nps":"2","onesentencenotrenewed":"No response; voicemail reached.","initialvalue":"Designation","prootherreasonsnottorenew":"No response; voicemail reached.","age_range":"31-45","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a9cfaaeb26b0dc34e75e6357bcd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a9cfaaeb26b0dc34e75e6357bcd","sendapplicationform":"2026-05-21T11:42:00-04:00","thewithdrawaldate_3_years":"2028-03-04","old_int_code":"6","last_engaged_date":"2026-05-21","number_of_calls_reached":"1"}},"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":"2021-03-08","last_act_type":"2026-07-05","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","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"30295","email":"nathalie.gagnon@progazon.ca","first_name":"Nathalie","last_name":"Gagnon","phone":"4504666666","orgname":"Progazon","customer_acct_name":"Progazon","tags":"250213 Lapsed, 250213 Lapsed DEL, DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00388","individual_id":"285453","full_name":"Nathalie Gagnon, CRHA","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":"13 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T10:41:00-04:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00388","temp_intcode_for_auto_old_int_code":"6","province":"QC","organization_id":"285226","last_infoline_date_type":"2020-06-29","last_act_type":"2023-05-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nathalie.gagnon@progazon.ca","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-01-10","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9252","email":"heather_murray@live.com","first_name":"Heather","last_name":"Murray","phone":"2268086972","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":"L25C06632","full_name":"Heather Murray","language":"English","origin":"Lapsed Spring 2024","individual_id":"316499","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503695","members_type":"CAND","province":"ON","area_code":"226","time_zone":"2","phone_2":"2268086972","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"Mar 12 2025 vm  Mar 25 2025 vm\r\nMar 26 2025 vm  Mar 28 2025  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":"2026-01-05T09:52:00-05:00","paid_thru":"2023-08-31","new_member_date_2":"2022-09-08","temp_do_id_for_auto_old_do_id":"L25C06632","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-08-09","pcl_status":"P","pcl_completion_date":"2022-12-25","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"heather_murray@live.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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":"2021-11-03","last_act_type":"2021-11-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hkubiak@tycoint.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"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":"2022-06-09","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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"33907","email":"jkelly@tridel.com","first_name":"Julia","last_name":"Kelly-Horowitz, CPA, CGA, CHRP","phone":"4167362628","orgname":"Tridel","customer_acct_name":"Tridel","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"113034","full_name":"Julia Kelly-Horowitz, CPA, CGA, CHRP","do_id":"L25A00607","language":"English","canceldate":"2022-04-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2007-02-12","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"7","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"June 3 2025 vm\r\nAug 20 2025 vm\r\nLN Nov 19 2025 vm Monica\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 voicemail reached - no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","pds_july":"7","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A00607","temp_intcode_for_auto_old_int_code":"6","pds_august":"7","phone_2":"4165228483","pds_september":"7","last_infoline_date_type":"2019-04-30","last_conf_date_type":"2017-06-13","last_act_type":"2020-12-22","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"jkelly@tridel.com","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:40-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Julia Kelly Horse but 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","session_id":"call_984f43b12db698277b389e8dfd2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_984f43b12db698277b389e8dfd2","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"29970","email":"mpgagnon@lepiphanie.ca","first_name":"Marie-Pierre","last_name":"Gagnon","phone":"4505885515","orgname":"Ville de L'\u00c9piphanie","customer_acct_name":"Ville de L'\u00c9piphanie","tags":"250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST0494","full_name":"Marie-Pierre Gagnon","members_type":"AST","city_1":"L'Epiphanie","province":"QC","language":"French","phone_2":"4507046725","lead_status":"Member","new_member_date_2":"2023-06-27","pipeline_2_members_only_ast":"Pre-membership expiration","individual_id":"281374","canceldate":"2021-12-02","no_email_solicitation":"False","area_code":"450","time_zone":"2","intcode":"01","pipeline_1_lapsed_members":"","paid_thru":"2026-05-31","sendjulyemail":"2025-08-28T09:17:00-04:00","blocnote":"completer 20 mai envoie 1 courriel sans renouv\u00e8lement et ne veut pas donner de t\u00e9moignage","sendmayemail":"2025-08-28T09:17:00-04:00","extension_phone_1":"17","email2":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-20T10:37:00-04:00","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST0494","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2025-10-28","last_act_type":"2025-10-28","telemarketing_call_date":"2025-12-10","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:16-05:00","old_int_code":"06","npi_email_temp":"mpgagnon@lepiphanie.ca","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","mini_nps":"4","testimonial":".","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-20T10:35:00-04:00"}},"seriesid":"163"}
{"contact":{"id":"30352","email":"dfudrini@christiandior.com","first_name":"Denise","last_name":"Fudrini","phone":"6462647502","orgname":"Yurman Retail Canada Corp.","customer_acct_name":"Yurman Retail Canada Corp.","tags":"DELETE, 250217 Lapsed, 250214 NPI Emails to recovered and need to update AC, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00115","individual_id":"282184","full_name":"Denise Fudrini","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"05","blocnote":"May 28 2025 no answer\r\nAug 12 2025 no answer\r\nLN Oct 30 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:21:00-04:00","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25O00115","temp_intcode_for_auto_old_int_code":"5","province":"NY","organization_id":"252907","last_act_type":"2023-04-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dfudrini@christiandior.com","email2":"denise@yurman.co","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","company_paid_thru":"2020-11-30","corp_cancel_date":"2021-02-02","company_status":"I"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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":"2025-12-16","last_act_type":"2026-01-20","company_paid_thru":"2027-02-28","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","latest_paid_thru":"2027-02-28","company_status":"A"}},"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":"2022-11-07","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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"33602","email":"neeraj11anayat@gmail.com","first_name":"Nirajpal","last_name":"Dult","phone":"4315561985","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":"321668","full_name":"Nirajpal Kaur Dult","members_type":"CAND","do_id":"L25C00562","lead_status":"Lapsed Member","new_member_date_2":"2024-02-23","city_1":"Winnipeg","time_zone":"3","province":"MB","language":"English","phone_2":"4315561985","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00562","last_act_type":"2024-02-23","pcl_status":"P","pcl_completion_date":"2023-09-19","pf1_status":"F","pf1_completion_date":"2024-04-23","pf2_status":"F","pf2_completion_date":"2024-10-16","number_of_passed_courses":"1","intcode":"10","blocnote":"LNC Nov 13 2025 Driving call back","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T14:04:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","trc":"True","wera":"False","npi_email_temp":"neeraj11anayat@gmail.com","pcl_completion_date_5":"2028-09-19","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"30618","email":"mohsin.azami@hotmail.com","first_name":"Mohd","last_name":"Azami","phone":"6479932062","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":"333563","full_name":"Mohd Mohsin Azami","members_type":"CAND","do_id":"L25C00424","city_1":"Toronto","province":"ON","language":"English","phone_2":"6479932062","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":"L25C00424","last_act_type":"2025-03-26","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":"mohsin.azami@hotmail.com","pcl_completion_date_5":"2029-03-28","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"9175","email":"martinmeyer@promacgroup.ca","first_name":"Martin","last_name":"Meyer","phone":"2508560462","orgname":"Pro Mac Manufacturing Ltd.","customer_acct_name":"Pro Mac Manufacturing 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":"L25O01555","full_name":"Martin Meyer","language":"English","origin":"Lapsed Spring 2024","domain_1":"promacgroup.ca","individual_id":"319866","area_code":"250","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502421","time_zone":"5","province":"BC","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"10 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 VM APr 7 2025 vm  Apr 10 2025 vm\r\nmay 13 2025 vm  Aug 11 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T12:40:00-04:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25O01555","temp_intcode_for_auto_old_int_code":"6","organization_id":"67454","last_act_type":"2023-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"martinmeyer@promacgroup.ca","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"29446","email":"sandra.passmore@telus.net","first_name":"Sandra","last_name":"Passmore","phone":"2504421720","orgname":"Sandra Passmore Bookkeeping","customer_acct_name":"Sandra Passmore Bookkeeping","tags":"250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1095","full_name":"Sandra Passmore","members_type":"AST","city_1":"Grand Forks","province":"BC","language":"English","phone_2":"2504421720","lead_status":"Renewed APX","new_member_date_2":"2022-04-01","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","sendpreexpirationemail":"2025-03-19T17:58:00-04:00","blocnote":"May 5 2026 completed with on email sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T12:38:00-04:00","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","individual_id":"311696","no_email_solicitation":"False","area_code":"250","time_zone":"5","intcode":"31","pipeline_1_lapsed_members":"","paid_thru":"2027-02-28","old_int_code":"31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendjulyemail":"2025-09-12T17:04:00-04:00","sendmayemail":"2025-09-12T17:04:00-04:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last month","temp_do_id_for_auto_old_do_id":"AST1095","temp_intcode_for_auto_old_int_code":"31","last_engaged_date":"2026-05-11","last_infoline_date_type":"2025-10-21","last_act_type":"2026-02-17","telemarketing_call_date":"2026-05-05","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2026-05-05T12:38:13-04:00","npi_email_temp":"sandra.passmore@telus.net","date_of_renewal_identification":"2026-02-20","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","sendaigeneral":"2026-05-05T12:38:00-04:00","sendaiemail":"2026-05-05T12:38:12-04:00","extension_phone_1":""}},"seriesid":"163"}
{"contact":{"id":"35016","email":"nadeemhussaincpa@yahoo.com","first_name":"Nadeem","last_name":"Hussain","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nadeem K. Hussain","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02424","new_member_date_2":"2022-05-16","phone_2":"6479838989","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313044","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02424","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-16","pcl_status":"P","pcl_completion_date":"2022-07-24","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"nadeemhussaincpa@yahoo.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"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, TMAI","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":"9024536444242","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":"0","blocnote":"DEc 8 2025 she doesnt work there anymore\n2026 May 08 agent reached automated system, obtained staff list but did not find Elizabeth Corkum's extension, will call back later\n2026 May 11 contact no longer with company, no new contact info","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:43-04:00","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":"08","old_int_code":"08","pds_september":"1","last_infoline_date_type":"2022-08-12","last_act_type":"2026-02-04","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","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called Metro Community Housing Association to speak with Elizabeth but was informed that Elizabeth is no longer with the company and no new contact information was available. The call ended shortly after with no further action possible.","aitm_callsummarytitle":"Contact no longer with company","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e97e63adeda25bbeea310283034","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e97e63adeda25bbeea310283034","number_of_calls_reached":"2"}},"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","latest_paid_thru":"2023-02-28"}},"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, 260522 Lapsed DEL","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":"2026-05-28","organization_id":"261835","canceldate":"2024-06-04","temp_do_id_for_auto_old_do_id":"LB2505119","last_infoline_date_type":"2023-08-06","last_act_type":"2023-08-06","company_paid_thru":"2027-03-31","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\/2027","latest_paid_thru":"2027-03-31","corp_cancel_date":"2020-06-01","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34696","email":"benitagolt@gmail.com","first_name":"Benita","last_name":"Golt","phone":"5147020333","orgname":"Benita Golt Bookkeeping Services","customer_acct_name":"Benita Golt Bookkeeping Services","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"230564","full_name":"Benita Golt","do_id":"L25A00796","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2014-11-24","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"15","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 agent reached Benita, started survey but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:30-04:00","pds_july":"1","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A00796","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","phone_2":"5147020333","pds_september":"1","last_infoline_date_type":"2024-10-25","last_act_type":"2024-10-25","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"benitagolt@gmail.com","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent successfully reached Benita 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 the first question was asked.","aitm_callsummarytitle":"Initial survey question asked to Benita","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7bc5c118623a38e80a6e42b6f57","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7bc5c118623a38e80a6e42b6f57","old_int_code":"6","number_of_calls_reached":"1"}},"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, TMAI","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":"15","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 No one by that name\n2026 May 08 call disconnected early, no contact made.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:48-04:00","pds_july":"1","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A00342","old_int_code":"16","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","phone_2":"2893272338","pds_september":"1","last_infoline_date_type":"2017-04-12","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","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Tze but the call was very brief and ended with the user hanging up without any conversation.","aitm_callsummarytitle":"Call disconnected before contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No conversation occurred to determine interest.","initialvalue":"Other","othermemberbenefit":"No information provided.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c0e538d441d6e6622cddb19713c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c0e538d441d6e6622cddb19713c","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30993","email":"meibenny2003@yahoo.com","first_name":"Mei","last_name":"Leung","phone":"9059458878","orgname":"Grimsby Utility Construction Inc.","customer_acct_name":"Grimsby Utility Construction Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"231211","full_name":"Mei Ping Leung","members_type":"PRO","city_1":"Grimsby","province":"ON","language":"English","phone_2":"6474038766","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2015-01-05","area_code":"905","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"01","blocnote":"April 16 2025 vm\r\nApril 30 2025 vm\r\nMay 7 2025 number not in service\n2026-05-19 invalid phone destination, phone: +19059458878\n2026 May 19 call reached voicemail, no contact made\n2026-05-21 invalid phone destination, phone: +19059458878\n2026 May 21 callback scheduled for 6 PM\n2026 May 21 contact does not want to renew due to retirement and leaving payroll work.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:05-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00231","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2024-02-10","last_conf_date_type":"2022-06-08","last_act_type":"2025-02-06","pcl_status":"P","pcl_completion_date":"2015-04-27","pf1_status":"P","pf1_completion_date":"2015-08-17","pf2_status":"P","pf2_completion_date":"2015-12-20","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":"meibenny2003@yahoo.com","pcl_completion_date_5":"2020-04-27","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-21T18:32:06-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"10","retell_call_status":"ended","session_id":"call_3adfc64e18d8323dfb090c24a78","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3adfc64e18d8323dfb090c24a78","npi_transcriptsummary":"The agent contacted Mei to discuss her lapsed Professional membership with the National Payroll Institute. Mei expressed that she does not wish to renew because she is no longer working in payroll and is planning to retire soon. The call concluded with the agent thanking Mei for her feedback.","aitm_callsummarytitle":"Membership Non-Renewal Due to Retirement","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","npi_call_back_date_and_time":"2026-05-21T18:00:00-04:00","npi_call_back_time_hour":"18","npi_call_back_time_minute":"00","mini_nps":"4","onesentencenotrenewed":"No longer working in payroll and planning to retire soon.","initialvalue":"Networking","prootherreasonsnottorenew":"I am not doing payroll anymore and I am planning to retire soon at age 65.","age_range":"61+","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P00231","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34252","email":"vworobec@sd83.bc.ca","first_name":"Valerie","last_name":"Worobec","phone":"2508322157","orgname":"Board of Education, SD83, North Okanagan Shuswap","customer_acct_name":"Board of Education, SD83, North Okanagan Shuswap","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"16936","full_name":"Valerie Worobec","do_id":"L25A00438","language":"English","canceldate":"2021-12-02","time_zone":"5","area_code":"250","extension_phone_1":"833","members_type":"AST","new_member_date_2":"2014-10-03","lead_status":"Refused","no_email_solicitation":"False","pds_march":"5","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"21","blocnote":"04 June 2025 She no longer works there since 5 years","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T21:56:00-04:00","old_int_code":"12","pds_july":"5","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25A00438","temp_intcode_for_auto_old_int_code":"21","pds_august":"5","phone_2":"2506753397","pds_september":"5","last_act_type":"2020-08-24","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"vworobec@sd83.bc.ca","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"30512","email":"b.laroche@cwce.ca","first_name":"Brett","last_name":"LaRoche","phone":"3063437280","orgname":"Catterall & Wright","customer_acct_name":"Catterall & Wright","tags":"DELETE, 250214 NPI Emails to recovered and need to update AC","ip4":"0.0.0.0","fields":{"do_id":"L25O00509","full_name":"Brett LaRoche","language":"English","time_zone":"5","new_member_date_2":"2020-02-03","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2025-05-23","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"L25O00509","intcode":"99","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"b.laroche@cwce.ca"}},"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":"9302","email":"hetjai08@gmail.com","first_name":"Hetal","last_name":"Tripathi","phone":"2049396200","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":"L25C06542","full_name":"Hetal Tripathi","language":"English","origin":"Lapsed Spring 2024","individual_id":"306540","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503624","members_type":"CAND","province":"MB","area_code":"204","time_zone":"3","phone_2":"2049396200","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T10:01:00-05:00","canceldate":"2024-01-05","intcode":"06","paid_thru":"2023-10-31","new_member_date_2":"2021-11-03","temp_do_id_for_auto_old_do_id":"L25C06542","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-05-09","pf1_status":"F","pf1_completion_date":"2022-02-27","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"hetjai08@gmail.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"33998","email":"eric.soulard@rodi.com","first_name":"Eric","last_name":"Soulard","phone":"4506797755","orgname":"Rodi Design Inc.","customer_acct_name":"Rodi Design Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"300262","full_name":"Eric Soulard","do_id":"L25A01128","language":"English","canceldate":"2022-06-02","time_zone":"2","area_code":"450","members_type":"AST","new_member_date_2":"2021-04-16","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:57-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A01128","temp_intcode_for_auto_old_int_code":"15","phone_2":"5147737532","last_infoline_date_type":"2021-12-10","last_act_type":"2024-08-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"eric.soulard@rodi.com","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:23-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","blocnote":"2026-05-08 invalid phone destination, phone: +14506797755\n2026 May 08 call disconnected due to inactivity, no contact reached","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","session_id":"call_cd508f28f7bf199f78ac1867717","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cd508f28f7bf199f78ac1867717","npi_transcriptsummary":"The call was initiated but there was no conversation or interaction as the call was disconnected due to inactivity. No information was exchanged or actions taken during the call.","aitm_callsummarytitle":"No contact reached, call disconnected","notrenewedwanttorenew":"No","mini_nps":"3","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","number_of_calls_reached":"1"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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":"2025-09-12","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","latest_paid_thru":"2026-09-30","last_infoline_date_type":"2025-09-12","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30347","email":"v.couturier@om6.com","first_name":"V\u00e9ronique","last_name":"Couturier","phone":"4509792275","orgname":"O-M6 Technologies Inc.","customer_acct_name":"O-M6 Technologies Inc.","tags":"DELETE, 250217 Lapsed, NPIdealed","ip4":"127.0.0.1","fields":{"do_id":"L25O00166","individual_id":"276409","full_name":"V\u00e9ronique Couturier","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-02-19T09:12:00-05:00","area_code":"450","blocnote":"7 1 25 BV 19 2 25 BV REFUS RENOUVELER MAIS ACCEPTE DOCS","notrenewedother":"Refused","pipeline_2_members_only_ast":"","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25O00166","temp_intcode_for_auto_old_int_code":"21","province":"QC","organization_id":"294166","pds_august":"1","pds_september":"1","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"v.couturier@om6.com","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","company_paid_thru":"2021-09-30","corp_cancel_date":"2021-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9022","email":"amna.z.singh@gmail.com","first_name":"Amna","last_name":"Singh","phone":"6478637698","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, Members from extract, moveToDeleted","ip4":"0.0.0.0","fields":{"full_name":"Amna Singh","language":"English","origin":"Lapsed Spring 2024","area_code":"647","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2502630","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"4376605344","intcode":"99","blocnote":"11 March 2025 VM\r\n19 March 2025 VM\r\n01 April 2025 She doesn't work there but she is confirmed member","dhmsfin_telemarketing_last_contacted_date":"2025-06-01T02:50:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"13","individual_id":"315759","date_of_renewal_identification":"2025-05-30","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2022-09-12","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2504272","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-07-20","pcl_status":"P","pcl_completion_date":"2024-12-12","pf1_status":"P","pf1_completion_date":"2025-04-16","pf2_status":"P","pf2_completion_date":"2025-08-19","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"amna.z.singh@gmail.com","pcl_completion_date_5":"2029-12-12","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"34855","email":"befleurantin@gmail.com","first_name":"Bendjy","last_name":"Fleurantin","phone":"4186922634","orgname":"Croisi\u00e8res AML","customer_acct_name":"Croisi\u00e8res AML","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"327783","full_name":"Bendjy Fleurantin","members_type":"CAND","city_1":"Qu\u00e9bec","province":"QC","language":"French","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"418","phone_2":"4184739098","date_of_renewal_identification":"2026-01-16","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2024-12-24","paid_thru":"2026-11-30","extension_phone_1":"1344","last_infoline_date_type":"2026-02-19","last_act_type":"2026-02-19","pcl_status":"P","pcl_completion_date":"2025-04-07","pf1_status":"P","pf1_completion_date":"2025-07-16","pf2_status":"P","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pf2_completion_date":"2025-12-13","temp_do_id_for_auto_old_do_id":"L25C08573","pipeline_2_members_only_ast":"","old_do_id":"LB2504478","npi_email_temp":"befleurantin@gmail.com","pcl_completion_date_5":"2030-04-07","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-05-14","cert_status":"PENDING","cpa_certification":"SCP"}},"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":"2020-02-12","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","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"30321","email":"brenda.jeremiah@purdue.ca","first_name":"Brenda","last_name":"Jeremiah","phone":"9054204999","orgname":"Purdue Pharma","customer_acct_name":"Purdue Pharma","tags":"DELETE, 250217 Lapsed, NPIdealed, 250529 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00238","individual_id":"29514","full_name":"Brenda Jeremiah","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":"2025-05-28T15:28:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00238","temp_intcode_for_auto_old_int_code":"16","cert_status":"WITHDRAWN","province":"ON","organization_id":"8332","cpa_certification":"CPM","pds_august":"10","phone_2":"9054934174","last_infoline_date_type":"2020-03-11","last_conf_date_type":"2018-06-27","last_act_type":"2023-09-15","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"brenda.jeremiah@purdue.ca","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30268","email":"sophieaylwin@hotmail.com","first_name":"Sophie","last_name":"Aylwin","phone":"8199882957","orgname":"Centre de Sant\u00e9 Inuulitsivik","customer_acct_name":"Centre de Sant\u00e9 Inuulitsivik","tags":"250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25A00071","full_name":"Sophie Aylwin","members_type":"AST","language":"French","time_zone":"2","lead_status":"Lapsed Member","new_member_date_2":"2022-04-28","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"283772","canceldate":"2023-06-02","no_email_solicitation":"FALSE","province":"QC","paid_thru":"2023-03-31","intcode":"03","blocnote":"13 aout 2025 bv ext 4409\n2026 May 08 call reached voicemail and then transferred to another person, did not reach Sophie Aylwin\n2026 May 08 contact prefers French language, call ended and note made to have French contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","temp_do_id_for_auto_old_do_id":"L25A00071","temp_intcode_for_auto_old_int_code":"03","extension_phone_1":"355","phone_2":"5142409584","last_conf_date_type":"2022-06-08","last_act_type":"2022-04-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sophieaylwin@hotmail.com","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:46:41-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called Sophie regarding her lapsed Associate membership with the National Payroll Institute and attempted to conduct a survey. Sophie expressed a preference to continue the call in French, which the agent could not accommodate, so the call ended with a note to have someone contact her in French later.","aitm_callsummarytitle":"Language preference noted, call ended","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4357cc177e6e423956a399d2cf8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4357cc177e6e423956a399d2cf8","old_int_code":"6"}},"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","latest_paid_thru":"2024-12-31"}},"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":"2025-05-03","last_act_type":"2025-05-03","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","latest_paid_thru":"2024-11-30","company_paid_thru":"2024-11-30","corp_cancel_date":"2025-02-04","company_status":"I"}},"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":"33600","email":"yemcolaw@gmail.com","first_name":"Oluwayemisi","last_name":"Adesanya","phone":"3067171403","orgname":"Nuola Consulting Inc.","customer_acct_name":"Nuola Consulting Inc.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"329341","full_name":"Oluwayemisi Adesanya","members_type":"CAND","do_id":"L25C00560","lead_status":"Lapsed Member","new_member_date_2":"2024-02-06","city_1":"Saskatoon","time_zone":"3","province":"SK","language":"English","phone_2":"3067171403","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00560","last_act_type":"2024-06-02","pcl_status":"P","pcl_completion_date":"2024-06-04","number_of_passed_courses":"1","intcode":"01","blocnote":"LNC Nov 13 2025 Survey completed She said she stopped because could not find a job.","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T14:18:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","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 could not find a job.","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.","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"Discounts and job fairs","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Native","old_int_code":"10","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"yemcolaw@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"34194","email":"finance@cfachurch.ca","first_name":"Inga","last_name":"Giesbrecht","phone":"7805381350","orgname":"Christian Fellowship Assembly","customer_acct_name":"Christian Fellowship Assembly","tags":"250612 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"266484","full_name":"Inga Giesbrecht","do_id":"L25A00945","language":"English","canceldate":"2023-10-03","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2018-08-29","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"5","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"0","blocnote":"04 June 2025 No longer working there\n2026 May 08 call reached voicemail of Christian Fellowship Assembly\n2026 May 08 call reached voicemail\n2026 May 11 reached voicemail for Christian Fellowship Assembly\n2026 May 11 call reached voicemail, no message left\n2026 May 13 contact answered but Inga not available and no longer works there, possible wrong number","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T15:08:29-04:00","old_int_code":"08","date_of_renewal_identification":"2025-06-09","pipeline_2_members_only_ast":"","notrenewedother":"Phone cannot be recovered","pds_july":"5","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A00945","temp_intcode_for_auto_old_int_code":"08","pds_august":"5","pds_september":"5","last_infoline_date_type":"2021-06-07","last_act_type":"2022-06-16","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"finance@cfachurch.ca","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-13T15:08:29-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent called to speak with Inga Giesbrecht but was informed by Amina that Inga no longer works there and the number might be incorrect. The agent identified herself and ended the call politely.","aitm_callsummarytitle":"Wrong Number - Contact Not Available","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_53e1889feed6711cf1ed83c8be9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_53e1889feed6711cf1ed83c8be9","onesentencenotrenewed":"Contact indicated the person no longer works at this number and the number might be wrong.","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34052","email":"ld.conseilsrh@gmail.com","first_name":"Lucie","last_name":"Dupont","phone":"5149845128","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"139737","full_name":"Lucie Dupont","do_id":"L25O02138","language":"French","time_zone":"2","area_code":"514","members_type":"CORP","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","email2":"ldupont@uda.ca","nonactive_reason":"AST->CORP","intcode":"24","blocnote":"renewal corp","dhmsfin_telemarketing_last_contacted_date":"2025-07-18T11:36:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2017-10-31","temp_do_id_for_auto_old_do_id":"L25O02138","temp_intcode_for_auto_old_int_code":"24","pds_august":"7","phone_2":"4504629800","extension_phone_2":"8640","date_of_renewal_identification":"","old_do_id":"L25A00903","pds_september":"7","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"ld.conseilsrh@gmail.com","formatted_paid_thru":"31\/10\/2017","latest_paid_thru":"2017-10-31"}},"seriesid":"163"}
{"contact":{"id":"30607","email":"akviksen@hotmail.com","first_name":"Adriennr","last_name":"Hartviksen","phone":"2508094233","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":"333554","full_name":"Adriennr Hartviksen","members_type":"CAND","do_id":"L25C00419","city_1":"Penticton","province":"BC","language":"English","phone_2":"2508094233","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":"L25C00419","last_act_type":"2024-01-21","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T16:29:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"akviksen@hotmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"33763","email":"jdescheneaux@fermedesvoltigeurs.com","first_name":"Julie","last_name":"Descheneaux","phone":"8194787495","orgname":"Ferme des Voltigeurs","customer_acct_name":"Ferme des Voltigeurs","tags":"","ip4":"127.0.0.1","fields":{"intcode":"02","language":"French","dhmsfin_telemarketing_last_contacted_date":"2025-02-20T08:48:00-05:00","lead_status":"Not Relevant","time_zone":"2","area_code":"819","blocnote":"08 January 2025 She has an individual membership but she wants someone to do the survey with her in French\n  09 January 2025 VM 13 1 25 BV 14 1 25 SONDAGE FAIT. EST DEVENUE ASSOCI?E OU LIEU DE CORPO No 244061 J'AI AJOUT? SON COURRIEL\n 18 February 2025 In French 19 2 25 BV 20 2 25 BVEST r?p?te qu'elle est pass?e de CORPO ? ASSOCI?E No 244061","pipeline_1_lapsed_members":"","temp_do_id_for_auto_old_do_id":"LB2505567","temp_intcode_for_auto_old_int_code":"2","individual_id":"244061","new_member_date_2":"2022-12-15","paid_thru":"2026-11-30","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2018-04-01","pf1_status":"P","pf1_completion_date":"2019-02-24","pf2_status":"P","pf2_completion_date":"2021-04-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-11-06","province":"QC","members_type":"PRO","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","pipeline_2_members_only_ast":"","old_do_id":"L25O00127","full_name":"Julie Descheneaux, PCP","cpa_certification":"SCP","last_act_type":"2026-05-05","last_infoline_date_type":"2026-05-05","npi_email_temp":"jdescheneaux@fermedesvoltigeurs.com","pcl_completion_date_5":"2023-04-01","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"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":"2024-10-05","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","latest_paid_thru":"2025-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"331591","no_email_solicitation":"False","area_code":"613","time_zone":"2","intcode":"31","blocnote":"May 8 2026 Survey completed Send resource email. She said her main job is HR","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:16:00-04:00","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":"31","last_infoline_date_type":"2026-04-15","last_act_type":"2026-04-15","telemarketing_call_date":"2026-05-08","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2026-05-08T14:15:46-04:00","npi_email_temp":"scarroll@kilmarnock.ca","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last month","value_designation":"No","old_int_code":"6","sendaigeneral":"2026-05-08T14:15:00-04:00","sendaiemail":"2026-05-08T14:15:45-04:00"}},"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":"2024-07-02","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"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":"2021-10-03","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","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"9206","email":"harmanbajwa392@gmail.com","first_name":"Harmandeep","last_name":"Pandher","phone":"3068074285","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":"L25C06454","full_name":"Harmandeep Pandher","language":"English","origin":"Lapsed Spring 2024","individual_id":"283666","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503570","members_type":"CAND","province":"AB","area_code":"306","time_zone":"3","phone_2":"3068074285","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-04-08T19:09:00-04:00","blocnote":"Mar 11 2025 vm\r\nMar 19 2025 vm\r\nMar 31 2025 vm\r\nApril 8 2025 Survey completed . She has question about if she has to redo courses because she has not done work experience hours.","dhmsfin_telemarketing_last_contacted_date":"2025-04-08T15:10:00-04:00","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":"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":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2024-02-03","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2023-11-30","new_member_date_2":"2019-12-24","temp_do_id_for_auto_old_do_id":"L25C06454","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2022-11-23","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2020-12-14","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":"harmanbajwa392@gmail.com","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"33749","email":"aureliapadsican@yahoo.ca","first_name":"Aurelia","last_name":"Padsican","phone":"4032851134","orgname":"Mosaic Primary Care Network","customer_acct_name":"Mosaic Primary Care Network","tags":"fixDhms","ip4":"127.0.0.1","fields":{"individual_id":"195483","full_name":"Aurelia Padsican, PCP","members_type":"PRO","new_member_date_2":"2025-04-02","city_1":"Calgary","province":"AB","language":"English","phone_2":"4032851134","date_of_renewal_identification":"2025-10-08","pipeline_2_members_only_ast":"","time_zone":"4","area_code":"403","blocnote":"26 May 2025 VM","sendmayemail":"2025-05-26T17:21:00-04:00","intcode":"06","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T17:21:15-04:00","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02185","lead_status":"Not Relevant","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2504423","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","cpa_certification":"PCP","last_infoline_date_type":"2026-09-04","last_conf_date_type":"2016-06-15","last_act_type":"2026-09-04","pcl_status":"P","pcl_completion_date":"2012-03-29","pf1_status":"P","pf1_completion_date":"2012-04-18","pf2_status":"P","pf2_completion_date":"2012-05-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-12-05","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"aureliapadsican@yahoo.ca","pcl_completion_date_5":"2017-03-29","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"29475","email":"nathaliedore.paie@outlook.com","first_name":"Nathalie","last_name":"Dor\u00e9","phone":"5144373866","orgname":"Centraide du Grand Montr\u00e9al","customer_acct_name":"Centraide du Grand Montr\u00e9al","tags":"250205 AST Members, inPipeline2, 250904 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99","ip4":"127.0.0.1","fields":{"do_id":"AST02952","full_name":"Nathalie Dor\u00e9","members_type":"AST","city_1":"Longueuil","province":"QC","language":"French","phone_2":"5142651124","lead_status":"Renewed AST","new_member_date_2":"2024-10-09","last_engaged_date":"2025-07-16","pipeline_2_members_only_ast":"Ongoing member to be called","individual_id":"57789","no_email_solicitation":"False","pds_march":"9","time_zone":"2","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"9","sendjulyemail":"2025-07-10T18:46:00-04:00","blocnote":"Le client utilise le service uniquement au d\u00e9but et \u00e0 la fin de l\u2019ann\u00e9e.","sendmayemail":"2025-07-10T18:46:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T10:24:00-04:00","full_name_2":" ","old_int_code":"16","paid_thru":"2027-02-28","pds_august":"9","temp_do_id_for_auto_old_do_id":"AST02952","temp_intcode_for_auto_old_int_code":"99","value_help_with_complex":"No","notrenewedother":"Phone cannot be recovered","pds_september":"9","last_conf_date_type":"2008-06-10","last_act_type":"2026-03-23","pcl_status":"P","pcl_completion_date":"2019-11-21","pf1_status":"F","pf1_completion_date":"2019-11-21","number_of_passed_courses":"1","pds_october":"9","date_of_renewal_identification":"2026-03-13","telemarketing_call_date":"2025-09-23","trc":"True","wera":"False","pds_november":"9","old_do_id":"L25A02740","npi_email_temp":"nathaliedore.paie@outlook.com","ai_entered_date":"2026-03-13","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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","latest_paid_thru":"2026-04-30"}},"seriesid":"163"}
{"contact":{"id":"31054","email":"p.samaroo26@gmail.com","first_name":"Preya","last_name":"Samaroo","phone":"9056602349","orgname":"HomeTech Window","customer_acct_name":"HomeTech Window","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"284267","full_name":"Preya Samaroo","members_type":"PRO","do_id":"L25P00266","city_1":"Brampton","province":"ON","language":"English","phone_2":"4168711535","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2020-01-02","area_code":"905","time_zone":"2","blocnote":"April 16 2025 Preya no longer there and the person in HR said they are not members\n2026 May 25 contact informed Preya no longer with company, no new contact info","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:06-04:00","canceldate":"2025-03-04","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"16","old_do_id":"12","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00266","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-02-06","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2020-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-10-26","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"p.samaroo26@gmail.com","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-25T12:07:06-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Preya but was informed that she no longer works at 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","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a76ef29b404346bb248d8a105b1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a76ef29b404346bb248d8a105b1","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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":"260522 Lapsed DEL","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":"LB2506357","old_int_code":"6","pds_september":"3","last_infoline_date_type":"2025-01-05","last_conf_date_type":"2024-06-19","last_act_type":"2025-01-05","company_paid_thru":"2027-02-28","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"mchambers@cldc.ca","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","do_id":"","company_status":"A"}},"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","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"33664","email":"marlin.haddadin93@gmail.com","first_name":"Marlin","last_name":"Haddadin","phone":"","orgname":"INMA Business International","customer_acct_name":"INMA Business International","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"272623","full_name":"Marlin Haddadin","members_type":"CAND","do_id":"L25C00624","lead_status":"Refused","new_member_date_2":"2019-02-10","city_1":"Oshawa","time_zone":"2","province":"ON","language":"English","phone_2":"2898304524","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":"L25C00624","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-05-22","last_act_type":"2025-01-16","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2019-09-23","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-12-15","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"marlin.haddadin93@gmail.com","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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, TMAI","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":"05","blocnote":"06 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached call control system, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026-05-11 Dial no answer, phone: +16043010074\n2026 May 13 call reached voicemail, no contact made\n2026-05-13 Dial no answer, phone: +16043010074\n2026 May 15 call reached voicemail, no contact made\n2026-05-15 Dial no answer, phone: +16043010074\n2026 May 19 call reached voicemail, no contact made\n2026-05-19 Dial no answer, phone: +16043010074","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T18:12:02-04:00","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A00777","temp_intcode_for_auto_old_int_code":"05","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","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-19T18:27:06-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"10","npi_transcriptsummary":"The call was not answered and was forwarded to voicemail immediately upon dialing.","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","session_id":"call_ec49f80f4f6387ef84989b8d8f6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ec49f80f4f6387ef84989b8d8f6","mini_nps":"3","old_int_code":"06","number_of_calls_reached":"1"}},"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","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","latest_paid_thru":"2025-04-30"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"06","blocnote":"May 11 2026 vm","pipeline_1_lapsed_members":"","pds_may":"3","cert_status":"WITHDRAWN_CPE","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:40:00-04:00","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":"06","pds_september":"3","last_act_type":"2025-12-29","telemarketing_call_date":"2026-05-11","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":"99","npi_email_temp":"jessie.cyq@gmail.com","pcl_completion_date_5":"2019-09-25","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"33811","email":"roma.hewitt@reliableaccounting.com","first_name":"Roma","last_name":"Hewitt","phone":"4163851012","orgname":"Reliable Accounting & Tax Services","customer_acct_name":"Reliable Accounting & Tax Services","tags":"npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"190440","full_name":"Roma Hewitt","do_id":"L25A01339","language":"English","canceldate":"2024-01-05","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2022-11-07","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"June 2 2025 Survey completed. Sending application for her to review again.\r\nLN \/ 22 October 2025 On another line\r\n31 October 2025 Not at the office\r\nLN \/ 10 November 2025 On another line\r\nLNC \/ 14 November 2025 Not at the office\r\nLN \/ 17 November 2025 Not available\r\nLN \/ 27 November 2025 On another line\r\nLN \/ 04 December 2025 Not in the office\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 voicemail reached at Reliable Accounting and Tax Services\n2026 May 13 contact not available, not in office yet.\n2026 May 15 call reached voicemail, no conversation\n2026 May 19 call disconnected early with no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T09:42:01-04:00","sendapplicationform":"2025-06-02T23:44:00-04:00","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":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"News letters, ongoing info on events.","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A01339","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2022-07-11","old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"roma.hewitt@reliableaccounting.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-19T09:42:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent attempted to reach Roma but the call was very brief and ended abruptly with no clear conversation.","aitm_callsummarytitle":"Call disconnected early with no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3baf98ecb95b4fd8c8a923fd1d1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3baf98ecb95b4fd8c8a923fd1d1","onesentencenotrenewed":"Contact was not available as they were not in the office yet.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not available at the time of call.","number_of_calls_reached":"2"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-04-06","company_status":"I"}},"seriesid":"163"}
{"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","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"30548","email":"Fvillars@tmcqc.com","first_name":"Dummy","last_name":"20","phone":"5149922574","orgname":"","customer_acct_name":"","tags":"dummy","ip4":"127.0.0.1","fields":{"members_type":"","dhmsfin_telemarketing_last_contacted_date":"2025-03-10T04:33:00-04:00","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","othermemberbenefit":"demand\u00e9 par mon patron","notrenewednolongerinpayroll":"Yes","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"plus de s\u00e9minaires cibl\u00e9s","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":"Yes","sendapplicationform":"2025-03-19T11:51:00-04:00","sendpreexpirationemail":"2025-03-19T11:20:00-04:00","time_zone":"2","area_code":"514","lead_status":"Not Relevant","temp_intcode_for_auto_old_int_code":"1","do_id":"LB2505202","temp_do_id_for_auto_old_do_id":"LB2505202","npi_email_temp":"Fvillars@tmcqc.com"}},"seriesid":"163"}
{"contact":{"id":"9287","email":"ssaggi22@gmail.com","first_name":"Arvind","last_name":"Kang","phone":"9052852222","orgname":"Survalent Technology Corp.","customer_acct_name":"Survalent Technology 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":"L25C06651","full_name":"Arvind Kang","language":"English","origin":"Lapsed Spring 2024","individual_id":"304705","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502726","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"9052308853","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","intcode":"06","blocnote":"Mar 12 2025\r\nvm  May 6 2025 vm  Aug 6 2025 vm\r\nLN Oct 7 2025 call back busy now.\r\nLN Oct 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T10:55:00-04:00","paid_thru":"2023-08-31","new_member_date_2":"2021-09-14","temp_do_id_for_auto_old_do_id":"L25C06651","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-09-15","old_int_code":"10","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"F","pf1_completion_date":"2022-07-11","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ssaggi22@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"30372","email":"lavenderstammy@gmail.com","first_name":"Tammy","last_name":"Gillingham","phone":"7804139799","orgname":"Lavenders' Contracting Ltd.","customer_acct_name":"Lavenders' Contracting Ltd.","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02456","individual_id":"159032","full_name":"Tammy Gillingham","language":"English","time_zone":"4","members_type":"AST","lead_status":"Lapsed Member","new_member_date_2":"2011-10-05","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2012-12-03","no_email_solicitation":"False","pds_march":"4","province":"AB","intcode":"15","blocnote":"May 28 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 16 2025 vm\n2026 May 08 call reached voicemail at Lavender's Contracting Limited\n2026 May 11 call very brief, user hung up after greeting","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:36:43-04:00","pipeline_2_members_only_ast":"","organization_id":"159031","pds_july":"4","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A02456","temp_intcode_for_auto_old_int_code":"15","pds_august":"4","old_do_id":"L25O00075","pds_september":"4","last_conf_date_type":"2011-06-07","last_act_type":"2017-11-12","pcl_status":"P","pcl_completion_date":"2012-04-27","number_of_passed_courses":"1","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"lavenderstammy@gmail.com","pcl_completion_date_5":"2017-04-27","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-11T11:36:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was very brief with only a greeting exchanged before the user hung up.","aitm_callsummarytitle":"Brief call with no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e36af7284afdfe958bafc9765d8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e36af7284afdfe958bafc9765d8","mini_nps":"3","old_int_code":"6","number_of_calls_reached":"1","company_paid_thru":"2020-11-30","corp_cancel_date":"2021-02-02","company_status":"I"}},"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":"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","latest_paid_thru":"2024-12-31"}},"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":"2022-03-10","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","latest_paid_thru":"2023-03-31"}},"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"30137","email":"elarogobette@gmail.com","first_name":"Stela","last_name":"Rogobete","phone":"5197226257","orgname":"","customer_acct_name":"","tags":"250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST1220","full_name":"Stela Rogobete, CPA, CGA Ontario","members_type":"AST","city_1":"Waterloo","province":"ON","language":"English","phone_2":"5197226257","lead_status":"Renewed APX","new_member_date_2":"2020-06-24","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"137966","canceldate":"2015-01-06","cpa_certification":"PCP","no_email_solicitation":"False","time_zone":"2","intcode":"06","blocnote":"May 4 2026 vm  May 6 2026 vm\r\nMay 12 2026 vm  May 19 2026 vm\r\nMay 22 2026 vm  May 25 2026 vm","pipeline_1_lapsed_members":"","cert_status":"PENDING","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T10:13:00-04:00","paid_thru":"2027-05-31","last_engaged_date":"2025-08-18","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1220","temp_intcode_for_auto_old_int_code":"06","last_conf_date_type":"2022-06-08","last_act_type":"2026-02-05","telemarketing_call_date":"2026-05-25","pcl_status":"P","pcl_completion_date":"2020-11-02","pf1_status":"P","pf1_completion_date":"2021-07-26","pf2_status":"P","pf2_completion_date":"2022-01-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-07-11","number_of_passed_courses":"4","trc":"True","wera":"True","sendaidate":"2025-12-01T10:13:50-05:00","npi_email_temp":"elarogobette@gmail.com","apx_entered_date":"2026-04-16","pcl_completion_date_5":"2025-11-02","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","date_of_renewal_identification":"2026-05-06","old_int_code":"99"}},"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":"260522 Lapsed DEL","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":"LB2506532","old_int_code":"6","last_infoline_date_type":"2026-03-19","last_act_type":"2026-03-19","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","npi_email_temp":"msuratos@gmail.com","pcl_completion_date_5":"2013-03-13","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30576","email":"vdesriveaux@gmail.com","first_name":"Vladimir","last_name":"Desriveaux","phone":"5142835168","orgname":"Agence du Revenu du Canada","customer_acct_name":"Agence du Revenu du Canada","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"162164","full_name":"Vladimir Desriveaux","members_type":"CAND","do_id":"L25C00155","city_1":"Montr?al","province":"QC","language":"French","phone_2":"5142452595","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","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00155","last_act_type":"2024-08-01","pcl_status":"F","pcl_completion_date":"2011-12-07","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"","dhmsfin_telemarketing_last_contacted_date":"2025-11-21T10:05:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"vdesriveaux@gmail.com","pcl_completion_date_5":"2016-12-07","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"9188","email":"jones_books@yahoo.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, TMAI","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":"02","blocnote":"may 16 2025 vm  Aug 12 2025 vm\r\nLN Oct 31 2025 vm\n2026 May 08 call reached voicemail for Pipe Dreams Gas Inc.\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no conversation\n2026 May 11 contact agreed to renew and provided new email jones_books@yahoo.com, application form sent - NPI# 9188","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:44-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00119","temp_intcode_for_auto_old_int_code":"02","phone_2":"6473213332","last_act_type":"2022-04-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jones_books@yahoo.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-11T10:26:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent contacted Gwen to discuss her lapsed Associate membership with the National Payroll Institute. Gwen expressed interest in renewing, provided a new email address, and the agent sent her an application form via email. The call concluded positively with Gwen agreeing to renew.","aitm_callsummarytitle":"Membership Renewal Confirmed with Email Update","notrenewedwanttorenew":"Yes","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_b1cf2f736ba219a5adc5e02cd33","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b1cf2f736ba219a5adc5e02cd33","sendapplicationform":"2026-05-11T10:35:00-04:00","npi_email_2":"ap.pipedreams@gmail.com","regular_email_change_date":"2026-05-11T10:35:53-04:00","initialvalue":"Career","age_range":"46-60","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34169","email":"wwwilber.garcia@gmail.com","first_name":"Wilber","last_name":"Garcia","phone":"8197918074","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"309484","full_name":"Wilber Garcia","do_id":"L25A01168","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"819","members_type":"AST","new_member_date_2":"2022-01-31","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"15","blocnote":"june 5 2025 vm\r\nLN Sept 22 2025 He is no longer in payroll. Fran\u00e7ais\n2026 May 08 call disconnected shortly after greeting, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:57-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A01168","temp_intcode_for_auto_old_int_code":"15","phone_2":"8197918074","last_act_type":"2022-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"wwwilber.garcia@gmail.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:57-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and ended shortly after the agent asked to speak with Wilber. There was no meaningful conversation or task completion.","aitm_callsummarytitle":"Brief call, no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1d35697ce9f1ac15c859310912a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1d35697ce9f1ac15c859310912a","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34390","email":"jennzwack@me.com","first_name":"Jennifer","last_name":"Zwack","phone":"4037501272","orgname":"Spartan Delta Corp.","customer_acct_name":"Spartan Delta Corp.","tags":"TMAI","ip4":"127.0.0.1","fields":{"individual_id":"208478","full_name":"Jennifer Zwack","language":"English","canceldate":"2021-03-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2020-01-14","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"6","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","organization_id":"273047","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 call initiated but no audio received, call disconnected","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:45-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"6","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25A03114","temp_intcode_for_auto_old_int_code":"15","pds_august":"6","phone_2":"4034616763","old_do_id":"L25O05302","old_int_code":"06","pds_september":"6","last_infoline_date_type":"2025-10-27","last_act_type":"2025-10-27","company_paid_thru":"2026-01-31","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2013-03-04","pf1_status":"P","pf1_completion_date":"2013-06-28","pf2_status":"P","pf2_completion_date":"2013-11-11","number_of_passed_courses":"3","pds_october":"6","trc":"False","wera":"False","pds_november":"6","do_id":"L25A03114","npi_email_temp":"jennzwack@me.com","ln_entered_date":"2026-04-03","pcl_completion_date_5":"2018-03-04","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:21:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was initiated to speak with Jennifer, but there was no audio received, resulting in an incomplete call.","aitm_callsummarytitle":"Call initiated but no audio received","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"error","session_id":"call_d7f1aaec6ac17628e284e9d77bc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d7f1aaec6ac17628e284e9d77bc","mini_nps":"3","number_of_calls_reached":"1","corp_cancel_date":"2026-05-02","company_status":"I"}},"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":"2021-04-01","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","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"31025","email":"drushvamarin@gmail.com","first_name":"Drushva","last_name":"Apaza","phone":"6046180396","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":"333345","full_name":"Drushva Marin Apaza","members_type":"CAND","do_id":"L25C00401","city_1":"Maple Ridge","province":"BC","language":"English","phone_2":"6046180396","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-16","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00401","last_act_type":"2024-01-16","pcl_status":"F","pcl_completion_date":"2024-03-27","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:07:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"drushvamarin@gmail.com","pcl_completion_date_5":"2029-03-27","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"34157","email":"dahian.osorio@gmail.com","first_name":"Dahian","last_name":"Osorio","phone":"4198873000","orgname":"Dana Incorporate","customer_acct_name":"Dana Incorporate","tags":"npiAlert13, NPI LN sent to TM, TMAI","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":"0","blocnote":"june 5 2025 vm\r\nLN Sept 22 2025 wrong number\n2026 May 08 contact answered but no Dahian Osorio found at the number","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A01165","temp_intcode_for_auto_old_int_code":"08","old_int_code":"08","notrenewedother":"Phone cannot be recovered","last_infoline_date_type":"2022-08-11","last_act_type":"2022-08-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dahian.osorio@gmail.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called the Immigrants Working Center asking for Dahian Osorio, but the user informed that no one by that name works there. The call ended shortly after with no further information or actions taken.","aitm_callsummarytitle":"No contact found at Immigrants Working Center","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a9456b65540d796fececc3159f7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a9456b65540d796fececc3159f7","number_of_calls_reached":"1","phone_2":"4194822000"}},"seriesid":"163"}
{"contact":{"id":"28979","email":"shahmonamihir@yahoo.com","first_name":"Mona","last_name":"Shah","phone":"4037080013","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, Member portal, 250205 AST Members, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1296","full_name":"Mona Shah","members_type":"AST","city_1":"Calgary","province":"AB","language":"English","phone_2":"4037080013","lead_status":"Renewed APX","new_member_date_2":"2023-04-13","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","sendpreexpirationemail":"2025-03-24T12:41:00-04:00","blocnote":"May 1 2026 completed without email sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-01T11:15:00-04:00","mini_nps":"5","onesentencenotrenewed":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","last_engaged_date":"2025-03-24","last_login_date":"2025-03-24T23:06:11-04:00","individual_id":"274856","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"403","time_zone":"4","intcode":"32","pipeline_1_lapsed_members":"","cert_status":"PENDING","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":"AST1296","temp_intcode_for_auto_old_int_code":"32","sendseptemail":"2025-09-25T13:20:00-04:00","sendaidate":"2025-12-01T10:14:38-05:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"DNK","last_act_type":"2026-04-20","telemarketing_call_date":"2026-05-01","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-09-28","pf2_status":"P","pf2_completion_date":"2023-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-10-25","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"shahmonamihir@yahoo.com","apx_entered_date":"2026-02-14","pcl_completion_date_5":"2028-07-26","date_of_renewal_identification":"2026-04-23","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"33849","email":"777clopez@gmail.com","first_name":"Carlos","last_name":"Lopez","phone":"4076182217","orgname":"Lee Hecht Harrison LLC","customer_acct_name":"Lee Hecht Harrison LLC","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"242643","full_name":"Carlos Lopez","do_id":"L25A00846","language":"English","canceldate":"2022-06-02","time_zone":"2","area_code":"407","members_type":"AST","new_member_date_2":"2016-04-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"FL","intcode":"06","blocnote":"02 June 2025 Number not in service\n2026-05-08 invalid phone destination, phone: +14076182217\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 invalid phone destination, phone: +14076182217\n2026 May 11 call reached voicemail, no contact with Carlos\n2026-05-13 invalid phone destination, phone: +14076182217\n2026 May 13 call reached voicemail, no contact made\n2026-05-15 invalid phone destination, phone: +14076182217\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","old_int_code":"08","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A00846","temp_intcode_for_auto_old_int_code":"06","phone_2":"3526383757","last_infoline_date_type":"2021-04-13","last_conf_date_type":"2017-06-13","last_act_type":"2021-04-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"777clopez@gmail.com","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d5835886ec2265ebd4c6baeee2f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d5835886ec2265ebd4c6baeee2f","npi_transcriptsummary":"The call was made to Carlos but went to voicemail, so no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
{"contact":{"id":"33845","email":"cdeschamps90@gmail.com","first_name":"Carol","last_name":"Deschamps","phone":"5146835533","orgname":"Honda des Sources (Groupe Dilawri)","customer_acct_name":"Honda des Sources (Groupe Dilawri)","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"222067","full_name":"Carol Ann Deschamps","do_id":"L25A00344","language":"French","canceldate":"2024-11-02","time_zone":"2","area_code":"514","extension_phone_1":"12558","members_type":"AST","new_member_date_2":"2023-09-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-08-31","intcode":"15","blocnote":"18 aout 2025 bv pleine\n2026 May 08 call disconnected early, no clear conversation with Caroline Deschamps.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:57-04:00","temp_do_id_for_auto_old_do_id":"L25A00344","temp_intcode_for_auto_old_int_code":"15","phone_2":"5147420278","last_infoline_date_type":"2023-10-16","last_act_type":"2023-10-16","pcl_status":"P","pcl_completion_date":"2019-08-14","pf1_status":"F","pf1_completion_date":"2024-01-26","pf2_status":"F","pf2_completion_date":"2020-04-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"cdeschamps90@gmail.com","pcl_completion_date_5":"2024-08-14","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:57-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Caroline Deschamps but the conversation was very brief and mostly inaudible, ending abruptly without completing the call objectives.","aitm_callsummarytitle":"Unsuccessful call with Caroline Deschamps","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Call disconnected before any renewal discussion.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"6","astotherreasonsnottorenew":"Call disconnected before reason could be provided.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ae03df1025f1628db6110fa71aa","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ae03df1025f1628db6110fa71aa","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2023-01-31"}},"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":"2024-04-03","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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"34257","email":"aniaprelich@hotmail.com","first_name":"Ania","last_name":"Prelich","phone":"6474949032","orgname":"Nexonia Technology","customer_acct_name":"Nexonia Technology","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"273366","full_name":"Ania Prelich","do_id":"L25A00963","language":"English","canceldate":"2021-05-04","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2019-03-06","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 Busy\n2026-05-08 Dial no answer, phone: +16474949032\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 Dial no answer, phone: +16474949032\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 Dial no answer, phone: +16474949032\n2026 May 13 call initiated but ended early without conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:29-04:00","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A00963","temp_intcode_for_auto_old_int_code":"15","phone_2":"6472921725","last_infoline_date_type":"2020-04-06","last_act_type":"2022-08-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"aniaprelich@hotmail.com","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-13T13:41:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"05","retell_call_status":"ended","session_id":"call_0272ac9672bef170046b0db6b45","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0272ac9672bef170046b0db6b45","npi_transcriptsummary":"The agent called and greeted the contact, asking to speak with Ania, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call ended early after initial greeting","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","number_of_calls_reached":"1"}},"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":"2021-12-04","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","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33986","email":"kayla.fournier@healthunit.ca","first_name":"Kayla","last_name":"Fournier","phone":"7054741400","orgname":"North Bay Parry Sound District Health Unit","customer_acct_name":"North Bay Parry Sound District Health Unit","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"286989","full_name":"Kayla Fournier","do_id":"L25A00375","language":"English","canceldate":"2022-11-02","time_zone":"2","area_code":"705","extension_phone_1":"5286","members_type":"AST","new_member_date_2":"2020-04-01","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"June 4 2025 vm\r\nAug 21 2025 vm\r\nLN Nov 19 2025 vm\n2026 May 08 voicemail reached, no human contact\n2026 May 08 call reached voicemail, no direct contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 reached voicemail at North Bay Perry Sound District Health Unit\n2026 May 13 call initiated but no contact with Kayla\n2026 May 15 call reached voicemail, no message left\n2026 May 15 call reached voicemail, no human contact\n2026 May 19 call disconnected early with no conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T10:12:08-04:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A00375","temp_intcode_for_auto_old_int_code":"15","phone_2":"7054718114","last_infoline_date_type":"2020-12-18","last_act_type":"2021-01-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kayla.fournier@healthunit.ca","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-19T10:12:08-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"9","npi_transcriptsummary":"The call was very brief, with no conversation beyond a thank you exchange and immediate hangup by the agent. No survey or renewal discussion took place.","aitm_callsummarytitle":"Brief call with no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4c1a324ef00ef81d024c6c69e7e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4c1a324ef00ef81d024c6c69e7e","old_int_code":"06","number_of_calls_reached":"2","mini_nps":"3","onesentencenotrenewed":"No interaction to determine renewal interest or refusal.","initialvalue":"Other","othermemberbenefit":"No information provided.","astotherreasonsnottorenew":"No reason given due to no conversation.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"33884","email":"crystal@atvfarms.com","first_name":"Crystal","last_name":"Medeiros","phone":"9058300333","orgname":"ATV Farms","customer_acct_name":"ATV Farms","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"243942","full_name":"Crystal Medeiros","do_id":"L25A00854","language":"English","canceldate":"2022-08-03","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2016-06-09","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"03 June 2025 Not in the office\r\nLN \/ 16 September 2025 VM\n2026 May 08 call to ATV Farms, Crystal not available, no message left\n2026 May 11 contact not available, no message left.\n2026 May 13 call to ATV Farms, Crystal not available, no message left.\n2026 May 15 call reached voicemail, message left\n2026 May 15 brief call started with Crystal, call ended abruptly","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:06:44-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25A00854","temp_intcode_for_auto_old_int_code":"15","phone_2":"7057172945","last_act_type":"2021-04-17","pcl_status":"F","pcl_completion_date":"2016-10-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"crystal@atvfarms.com","pcl_completion_date_5":"2021-10-02","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T11:31:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent reached Crystal and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions. The call was very brief and ended abruptly without further conversation or survey questions.","aitm_callsummarytitle":"Brief call with Crystal about lapsed membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cca393ed4c5ed7a5ad6072b8931","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cca393ed4c5ed7a5ad6072b8931","number_of_calls_reached":"4","mini_nps":"3","onesentencenotrenewed":"Contact was not available and did not want to leave a message.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact was not available to discuss membership renewal.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"34261","email":"cindymoo@telus.net","first_name":"Cindy","last_name":"Moore","phone":"6045047012","orgname":"Cindy Moore Accounting","customer_acct_name":"Cindy Moore Accounting","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"273638","full_name":"Cindy Moore","do_id":"L25A00964","language":"English","canceldate":"2021-05-04","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2019-03-01","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"03","blocnote":"04 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026 May 08 call attempted but no answer\n2026 May 11 call ended without contact answering\n2026 May 13 call attempted but no answer\n2026 May 15 call attempted but no answer\n2026 May 19 call attempted but no answer\n2026 May 21 call initiated but no answer, call ended quickly\n2026 May 25 call initiated but no contact reached.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:06-04:00","pds_july":"3","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A00964","temp_intcode_for_auto_old_int_code":"03","pds_august":"3","pds_september":"3","last_act_type":"2020-02-03","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"cindymoo@telus.net","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-25T14:07:06-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent called and asked to speak with Cindy but received no response beyond the initial greeting and confirmation attempt. The call ended shortly after without further conversation.","aitm_callsummarytitle":"No contact reached - call ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"05","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6ff2f53de1082a6bdbcd0c23c5d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6ff2f53de1082a6bdbcd0c23c5d","number_of_calls_reached":"3","mini_nps":"3","onesentencenotrenewed":"No response from contact to proceed with renewal discussion.","initialvalue":"Other","age_range":"Preferred not to say"}},"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":"2025-02-12","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","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","latest_paid_thru":"2026-05-31"}},"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":"2022-07-09","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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"332624","no_email_solicitation":"False","area_code":"613","time_zone":"2","language":"English","intcode":"31","blocnote":"May 11 2026 completed with one email sent","sendaprilemail":"Yes","sendjuneemail":"2025-06-18T10:49:00-04:00","sendmayemail":"2025-06-18T10:49:00-04:00","resourceaware":"Yes","resourcevisitedselfreport":"DNK","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:00:00-04:00","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":"31","last_infoline_date_type":"2026-03-26","last_act_type":"2026-03-26","telemarketing_call_date":"2026-05-11","old_int_code":"06","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","latest_paid_thru":"2026-11-30","sendaigeneral":"2026-05-11T11:00:00-04:00","sendaiemail":"2026-05-11T11:00:35-04:00","sendaidate":"2026-05-11T11:00:36-04:00","extension_phone_1":"","email2":"","full_name_2":" "}},"seriesid":"163"}
{"contact":{"id":"9127","email":"angieethier222@gmail.com","first_name":"Angie","last_name":"Ethier","phone":"7053387042","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":"L25C06636","full_name":"Angie Ethier","language":"English","origin":"Lapsed Spring 2024","individual_id":"316182","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503677","members_type":"CAND","province":"ON","area_code":"705","time_zone":"2","phone_2":"7053387042","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Novb 20 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:08:00-05:00","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","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"No","npichallenges":"No","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"right after I enrolled I changed my career.","hardtoparticipateevents":"No","mini_nps":"9","age_range":"Prefers not to say","selfpayrollproficiency":"Native","notrenewedcpehard":"No","notrenewedoutofbusiness":"Yes","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":"2022-09-08","temp_do_id_for_auto_old_do_id":"L25C06636","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2022-09-21","number_of_passed_courses":"0","othermemberbenefit":"","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"","npichallengesspecify":"","membershipcostspecify":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"angieethier222@gmail.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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":"2023-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"jocelinel@lecoindustries.com","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"seriesid":"163"}
{"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":"2026-05-02","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","latest_paid_thru":"2025-03-31"}},"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":"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":"2022-01-11","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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"33768","email":"srazavi@mirvish.com","first_name":"Shahrzad","last_name":"Razavi","phone":"4165930351","orgname":"Ed Mirvish Enterprises Ltd","customer_acct_name":"Ed Mirvish Enterprises Ltd","tags":"","ip4":"127.0.0.1","fields":{"do_id":"L25O00219","intcode":"99","language":"English","dhmsfin_telemarketing_last_contacted_date":"2025-02-19T11:16:00-05:00","lead_status":"Lapsed Member","time_zone":"2","area_code":"416","extension_phone_1":"1060","blocnote":"07 January 2025 VM\n  09 January 2025 VM\n  10 January 2025 VM\n  14 January 2025 Lilian is not working there anymore - payroll sept - VM\n  16 January 2025 Not in the office\n  17 January 2025 VM\n  20 January 2024 Survey completed - She has an individual membership - Not aware of the Organization one - sending application in case they want to renew\n 18 February 2025 VM\n 19 February 2025 She is already a member","pipeline_1_lapsed_members":"Lapsed Members","old_int_code":"13","temp_do_id_for_auto_old_do_id":"L25O00219","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"srazavi@mirvish.com"}},"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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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":"2024-06-02","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"34758","email":"aduishogulova@gmail.com","first_name":"Aziza","last_name":"Duishogulova","phone":"5145267721","orgname":"Groupe Solotech Inc.","customer_acct_name":"Groupe Solotech Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"235318","full_name":"Aziza Duishogulova, PCP","language":"French","canceldate":"2021-11-02","time_zone":"2","area_code":"514","members_type":"CORP","new_member_date_2":"2020-08-26","lead_status":"Not Relevant","no_email_solicitation":"False","cert_status":"ACTIVE","pipeline_1_lapsed_members":"","province":"QC","cpa_certification":"SCP","organization_id":"204351","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","intcode":"99","blocnote":"LN. DEJA membre 15 sept 2025","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T11:01:00-04:00","temp_do_id_for_auto_old_do_id":"LB2504179","old_int_code":"13","temp_intcode_for_auto_old_int_code":"99","phone_2":"5144587950","old_do_id":"LB2504179","last_act_type":"2026-12-01","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2016-01-04","pf1_status":"P","pf1_completion_date":"2016-12-25","pf2_status":"P","pf2_completion_date":"2019-02-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-07-08","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"aduishogulova@gmail.com","pcl_completion_date_5":"2021-01-04","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"9083","email":"tbruyere@sunrisefoods.com","first_name":"Therese","last_name":"Bruyere","phone":"3066572590","orgname":"Sunrise Foods International","customer_acct_name":"Sunrise Foods International","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02288","province":"SK","full_name":"Therese Bruyere","language":"English","origin":"2023 lapsed Members","domain_1":"sunrisefoods.com","lapsed_expiration_date":"2022-12-02","individual_id":"293122","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501741","time_zone":"3","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","new_member_date_2":"2020-10-09","no_email_solicitation":"FALSE","intcode":"15","blocnote":"May 14 2025 vm Jenny Louis\r\nJuly 17 2025 vm\r\nLN Oct 1 2025 vm\n2026 May 08 call reached voicemail at Sunrise Foods International\n2026 May 08 voicemail reached, no contact made\n2026 May 11 reached voicemail for Jenny Lewis\n2026 May 11 call started with introduction but disconnected early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:45-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A02288","temp_intcode_for_auto_old_int_code":"15","phone_2":"3063712311","last_infoline_date_type":"2022-10-03","last_act_type":"2022-10-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tbruyere@sunrisefoods.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-11T11:26:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent reached Therese and began the conversation about her lapsed Associate membership with the National Payroll Institute but the call was disconnected shortly after without completing the discussion or survey.","aitm_callsummarytitle":"Call started but disconnected early","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6737bdddbf13ddff9aba62b45d4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6737bdddbf13ddff9aba62b45d4","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34030","email":"mariegreschuk1123@gmail.com","first_name":"Marie","last_name":"Greschuk","phone":"7807323206","orgname":"Gordon Food Service","customer_acct_name":"Gordon Food Service","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"255570","full_name":"Marie Greschuk","do_id":"L25A00896","language":"English","canceldate":"2021-10-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2017-08-30","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"06","blocnote":"03 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026 May 08 call reached voicemail, no human answered\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","paid_thru":"2021-07-31","temp_do_id_for_auto_old_do_id":"L25A00896","temp_intcode_for_auto_old_int_code":"6","phone_2":"7809517703","last_infoline_date_type":"2019-07-08","last_act_type":"2020-11-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mariegreschuk1123@gmail.com","formatted_paid_thru":"31\/07\/2021","latest_paid_thru":"2021-07-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:40-04:00","number_of_call_attempts":"8","number_of_total_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","session_id":"call_96b047d8f43953905bc1ba91e2a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_96b047d8f43953905bc1ba91e2a","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"33684","email":"z.dilorom@mail.ru","first_name":"Dilorom","last_name":"Sattarova","phone":"5146255541","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321766","full_name":"Dilorom Sattarova","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-02-15","city_1":"Montreal","time_zone":"2","province":"QC","language":"English","phone_2":"5146255541","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00644","last_infoline_date_type":"2024-06-13","last_act_type":"2024-06-13","pcl_status":"P","pcl_completion_date":"2023-06-28","pf1_status":"F","pf1_completion_date":"2024-05-28","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 13 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T13:48:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"z.dilorom@mail.ru","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00644","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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, TMAI","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":"06","blocnote":"Aug 14 2025 line busy\r\nLN Nov 3 2025 line busy\n2026 May 08 reached voicemail, no direct contact\n2026 May 08 voicemail reached, no human contact\n2026 May 11 reached voicemail, no contact with Elyn Keane\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 voicemail reached, no direct contact with Elyn Keane\n2026 May 13 call reached voicemail, no message left\n2026 May 15 reached voicemail, no contact with Elyn Keane\n2026 May 15 voicemail reached, no message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:40-04:00","phone_2":"5026009131","temp_do_id_for_auto_old_do_id":"L25A00260","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-04-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"elynkeanemba@gmail.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent called to speak with Elyn Keane on behalf of the National Payroll Institute but reached voicemail and was informed that Elyn Keane was not available. The call ended without further conversation or message left.","aitm_callsummarytitle":"Voicemail reached, contact unavailable","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"7","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7b43a0dd8e717bed2f81efef870","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7b43a0dd8e717bed2f81efef870"}},"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":"2023-12-07","last_act_type":"2024-03-05","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","latest_paid_thru":"2025-06-30"}},"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","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"33846","email":"ltempleton@wbm.ca","first_name":"Templeton","last_name":"Lorilee","phone":"3066647511","orgname":"WBM Technologies Inc.","customer_acct_name":"WBM Technologies Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"222621","full_name":"Templeton Lorilee","do_id":"L25A01347","language":"English","canceldate":"2021-04-02","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2014-02-04","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"SK","intcode":"06","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026 May 08 call reached voicemail at WBM Technologies\n2026 May 08 contact could not take the call, voicemail reached\n2026 May 11 voicemail reached for Laurie Templeton at WBM Technology\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail at WBM Technology, no contact with Laurie Templeton\n2026 May 13 call reached voicemail, no direct contact with Templeton.\n2026 May 15 call reached voicemail at WBM Technology\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:39-04:00","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A01347","temp_intcode_for_auto_old_int_code":"6","phone_2":"3062910858","last_infoline_date_type":"2017-01-20","last_act_type":"2020-03-19","pcl_status":"P","pcl_completion_date":"2014-06-04","pf1_status":"P","pf1_completion_date":"2014-09-25","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"ltempleton@wbm.ca","pcl_completion_date_5":"2019-06-04","formatted_paid_thru":"31\/01\/2021","latest_paid_thru":"2021-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached voicemail and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b398c1936cd6914bdd3bca02f24","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b398c1936cd6914bdd3bca02f24","onesentencenotrenewed":"No direct communication; call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No information available","astotherreasonsnottorenew":"No conversation to determine reason for not renewing.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"33658","email":"effie.dsh@gmail.com","first_name":"Shihui","last_name":"Diao","phone":"4383642629","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":"333933","full_name":"Shihui Diao","members_type":"CAND","do_id":"L25C00618","lead_status":"Lapsed Member","new_member_date_2":"2024-02-15","city_1":"Milton","time_zone":"2","province":"ON","language":"English","phone_2":"4383642629","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00618","last_act_type":"2025-03-26","pcl_status":"P","pcl_completion_date":"2024-06-04","pf1_status":"F","pf1_completion_date":"2024-09-23","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 13 November 2025 Call tomorrow anytime","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T13:43:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"effie.dsh@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"34767","email":"vcblair1@gmail.com","first_name":"Victoria","last_name":"Blair","phone":"7808321684","orgname":"1557924 AB Ltd.","customer_acct_name":"1557924 AB Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"235650","full_name":"Victoria Blair","do_id":"L25A00820","language":"English","canceldate":"2023-09-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2022-07-04","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"15","blocnote":"June 10 2025 vm\r\nAug 28 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 brief call with Victoria, introduction made, no further conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:06:45-04:00","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A00820","temp_intcode_for_auto_old_int_code":"15","phone_2":"7808321684","last_infoline_date_type":"2022-06-07","last_act_type":"2022-06-07","pcl_status":"P","pcl_completion_date":"2016-04-03","pf1_status":"F","pf1_completion_date":"2017-04-16","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"vcblair1@gmail.com","pcl_completion_date_5":"2021-04-03","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","called_by":"Tri","aitm_status_called":"2026-05-11T12:21:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent reached Victoria and introduced herself, explaining the purpose of the call regarding Victoria's lapsed Associate membership with the National Payroll Institute. The call was brief and ended shortly after the introduction without further questions or actions.","aitm_callsummarytitle":"Introduction call to Victoria about lapsed membership","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_702e984869d692b02a6ed96b186","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_702e984869d692b02a6ed96b186","onesentencenotrenewed":"No contact was made as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No contact was made as the call went to voicemail.","astotherreasonsnottorenew":"No contact was made as the call went to voicemail.","age_range":"Preferred not to say","old_int_code":"6","number_of_calls_reached":"1"}},"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, TMAI","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":"03","blocnote":"Mar 11 2025 vm\r\nMar 19 2025 Advised that she is no longer there\n2026 May 25 call reached Municipality of Central Elgin IVR system, no human contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:07-04:00","old_int_code":"21","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":"03","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","latest_paid_thru":"2023-10-31","thewithdrawaldate":"2024-01-05","aitm_status_called":"2026-05-25T12:07:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was answered by an automated system for the Municipality of Central Elgin, providing various options for different departments. The agent attempted to reach Stephanie but was met with an IVR system and did not connect to a human.","aitm_callsummarytitle":"Call reached IVR system, no human contact","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ab7fb980b7be3f067efba94136a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ab7fb980b7be3f067efba94136a","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2021-10-31","company_paid_thru":"2021-10-31","corp_cancel_date":"2022-01-07","company_status":"I"}},"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","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"33824","email":"junisparks@gmail.com","first_name":"June","last_name":"Sparks","phone":"8448013111","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"299712","full_name":"June Sparks","do_id":"","language":"English","canceldate":"2021-04-08","time_zone":"2","area_code":"844","members_type":"CORP","new_member_date_2":"2021-04-05","lead_status":"Partner","no_email_solicitation":"False","pipeline_1_lapsed_members":"","province":"ON","organization_id":"8176","intcode":"06","blocnote":"02 June 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T19:47:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25A01342","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2021-06-04","last_act_type":"2021-08-04","company_paid_thru":"2026-12-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"junisparks@gmail.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25A01342","company_status":"A"}},"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, TMAI","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":"15","blocnote":"June 10 2025 vm\r\nSept 3 2025 vm\n2026 May 08 call reached voicemail, no human answer\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 brief call with Bridget, introduction only, no further discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:45-04:00","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01285","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent reached Bridget and introduced herself on behalf of the National Payroll Institute. The call was very brief and ended shortly after the introduction without further conversation.","aitm_callsummarytitle":"Brief introduction call with no further discussion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ca0a5611cf486426022a111cba6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ca0a5611cf486426022a111cba6","old_int_code":"6","number_of_calls_reached":"1"}},"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":"2023-06-03","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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"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":"2021-07-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"frederique.laniel@solotech.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"8964","email":"cjcjrose@gmail.com","first_name":"Jennifer","last_name":"Rose","phone":"7809787715","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07379","full_name":"Jennifer Rose","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"297073","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503142","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","province":"QC","time_zone":"2","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2021-01-26","temp_do_id_for_auto_old_do_id":"L25C07379","phone_2":"6139837501","last_act_type":"2021-01-26","pcl_status":"P","pcl_completion_date":"2021-05-03","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"cjcjrose@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"30160","email":"kelly@kirkrodbookkeeping.com","first_name":"Kelly","last_name":"Kirkrod-Hogg","phone":"6043092765","orgname":"Kirkrod Bookkeeping","customer_acct_name":"Kirkrod Bookkeeping","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0730","full_name":"Kelly Kirkrod-Hogg","members_type":"AST","city_1":"Langley","province":"BC","language":"English","lead_status":"Renewed APX","new_member_date_2":"2018-10-18","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"268623","no_email_solicitation":"False","pds_march":"3","area_code":"604","time_zone":"5","intcode":"31","blocnote":"May 11 2026 completed with one email sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:20:00-04:00","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"3","old_int_code":"06","pds_july":"3","paid_thru":"2026-09-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"3","temp_do_id_for_auto_old_do_id":"AST0730","temp_intcode_for_auto_old_int_code":"31","pds_september":"3","last_infoline_date_type":"2025-05-09","last_act_type":"2025-09-23","date_of_renewal_identification":"2025-10-03","telemarketing_call_date":"2026-05-11","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","sendaidate":"2026-05-11T12:20:18-04:00","pds_november":"3","npi_email_temp":"kelly@kirkrodbookkeeping.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","sendaigeneral":"2026-05-11T12:20:00-04:00","sendaiemail":"2026-05-11T12:20:17-04:00","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" "}},"seriesid":"163"}
{"contact":{"id":"30564","email":"abc.mercier@mmbd.ca","first_name":"Zelensky","last_name":"Schiff TRUMP","phone":"5149922574","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"value_help_with_complex":"","value_stay_current":"","value_course":"","value_designation":"","value_networking":"","value_career":"","value_promote_payroll":"","value_discount_program":"","othermemberbenefit":"","notrenewednolongerinpayroll":"","notrenewedleftcanada":"","notrenewednotenoughvalue":"","notrenewednobenefit":"","did_not_find_it_beneficial_specify_why":"","notrenewedother":"","notrenewednotused":"","notrenewedwanttorenew":"","npichallenges":"","npichallengesspecify":"","expectationsnotmet":"","expectationsnotmetspecify":"","membershipcost":"","membershipcostspecify":"","npivaluenotdelivered":"","npivaluenotdeliveredspecify":"","careerchange":"","careerchangespecify":"","hardtoparticipateevents":"","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"","age_range":"","selfpayrollproficiency":"","notrenewedcpehard":"","notrenewedoutofbusiness":"","notrenewedacquired":"","notrenewedbudget":"","notrenewedoutsourced":"","intcode":"","onesentencenotrenewed":"","sendapplicationform":"","time_zone":"2","area_code":"514","do_id":"LB2504148","temp_do_id_for_auto_old_do_id":"LB2504148","npi_email_temp":"abc.mercier@mmbd.ca"}},"seriesid":"163"}
{"contact":{"id":"33613","email":"umeshbatra21@yahoo.co.in","first_name":"Umesh","last_name":"Batra","phone":"2502382224","orgname":"Lithium Americas","customer_acct_name":"Lithium Americas","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"322214","full_name":"Umesh Batra, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2023-02-28","city_1":"Delta","time_zone":"2","province":"BC","language":"English","phone_2":"7788613860","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"April 16 2025 vm\r\nApril 30 2025 vm\r\nMay 22 2025 vm\r\nAug 8 2025 vm\r\nLN Oct 21 2025 Umesh is no longer there.","dhmsfin_telemarketing_last_contacted_date":"2025-10-21T13:52:00-04:00","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2507576","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-11-28","old_int_code":"16","cert_status":"ACTIVE","cpa_certification":"PCP","pcl_status":"P","pcl_completion_date":"2023-11-27","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":"2025-10-17","date_of_renewal_identification":"2025-10-29","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","old_do_id":"L25C00573","npi_email_temp":"umeshbatra21@yahoo.co.in","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
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{"contact":{"id":"31037","email":"alfodiab@gmail.com","first_name":"Alfonso","last_name":"Diaz","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"261037","full_name":"Alfonso Diaz","members_type":"PRO","do_id":"L25P00249","city_1":"Laval","province":"QC","language":"French","phone_2":"4389685472","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2021-01-14","time_zone":"2","canceldate":"2025-03-04","cpa_certification":"SCP","cert_status":"WITHDRAWN","paid_thru":"2024-12-31","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T09:18:00-04:00","temp_do_id_for_auto_old_do_id":"L25P00249","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2019-03-12","last_act_type":"2025-02-06","pcl_status":"P","pcl_completion_date":"2018-06-24","pf1_status":"P","pf1_completion_date":"2018-12-17","pf2_status":"P","pf2_completion_date":"2019-06-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-03-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"alfodiab@gmail.com","pcl_completion_date_5":"2023-06-24","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"30050","email":"enosha.samanmali@gmail.com","first_name":"Enosha","last_name":"Kahawevidana","phone":"8258656625","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":{"do_id":"L25A00292","full_name":"Enosha Kahawevidana","members_type":"AST","city_1":"Edmonton","province":"AB","language":"English","phone_2":"8258656625","lead_status":"Refused","new_member_date_2":"2024-02-08","pipeline_2_members_only_ast":"","individual_id":"334118","no_email_solicitation":"False","time_zone":"4","old_do_id":"AST0691","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"30 April 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-04-30T11:35:00-04:00","intcode":"16","canceldate":"2025-04-02","old_int_code":"8","notrenewedother":"Phone cannot be recovered","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25A00292","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-11-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"enosha.samanmali@gmail.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"309409","full_name":"Beverly Gunn, CPB","language":"English","canceldate":"2024-03-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2022-01-27","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"01","blocnote":"June 4 2025 vm\r\nAug 21 2025 vm\n2026 May 08 contact declined renewal due to retirement and scaling back memberships after 70th birthday","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:47-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25A01167","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2023-12-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"info@luminategroup.ca","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent spoke with Beverly regarding her lapsed Associate membership with the National Payroll Institute. Beverly expressed satisfaction with her membership but declined to renew due to retirement and scaling back on memberships after her seventieth birthday. The call ended amicably with Beverly confirming she does not wish to renew.","aitm_callsummarytitle":"Membership Non-Renewal Due to Retirement","notrenewedwanttorenew":"No","mini_nps":"5","onesentencenotrenewed":"Contact is retiring and scaling back on memberships after her seventieth birthday.","initialvalue":"Stay Current","age_range":"61+","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_do_id":"L25A01167","session_id":"call_b552fe09f2552cc30a85f6d22b5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b552fe09f2552cc30a85f6d22b5","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34724","email":"vassinewai@gmail.com","first_name":"Valerie","last_name":"Assinewai","phone":"7053682781","orgname":"Sheguiandah First Nation","customer_acct_name":"Sheguiandah First Nation","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"67221","full_name":"Valerie Assinewai","do_id":"L25A00555","language":"English","canceldate":"2024-02-03","time_zone":"2","area_code":"705","members_type":"AST","new_member_date_2":"2021-12-08","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 call disconnected early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:48-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A00555","temp_intcode_for_auto_old_int_code":"15","phone_2":"7053683652","last_act_type":"2022-06-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vassinewai@gmail.com","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and disconnected abruptly after the initial greeting and a request to speak with Valerie. There was no meaningful conversation or task completion.","aitm_callsummarytitle":"Call disconnected early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2772a6bca1be7f0e51822046910","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2772a6bca1be7f0e51822046910","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34166","email":"srowe@bell.net","first_name":"Stephen","last_name":"Rowe","phone":"3435732951","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"169361","full_name":"Stephen Rowe","do_id":"L25A00668","language":"English","canceldate":"2024-01-05","time_zone":"2","area_code":"343","members_type":"AST","new_member_date_2":"2022-11-14","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"16","blocnote":"june 5 2025 completed ( need to listen well to this before submitting)\n2026-05-08 invalid phone destination, phone: +13435732951\n2026-05-08 invalid phone destination, phone: +16135690028","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","pds_july":"1","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A00668","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"6135690028","pds_september":"1","last_act_type":"2025-08-25","pcl_status":"P","pcl_completion_date":"2010-09-07","pf1_status":"P","pf1_completion_date":"2011-01-27","pf2_status":"P","pf2_completion_date":"2011-06-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-12-23","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"srowe@bell.net","pcl_completion_date_5":"2015-09-07","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:46:43-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_7d53576063a0f0f324dec5ab573","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7d53576063a0f0f324dec5ab573"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no human interaction\n2026-05-11 Dial no answer, phone: +13155284803\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:50-04:00","pds_july":"12","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A01372","temp_intcode_for_auto_old_int_code":"06","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","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:26:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","aitm_callsummarytitle":"Voicemail reached, no human answer","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b85505d27491da8c6cd9ed5cdcb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b85505d27491da8c6cd9ed5cdcb","old_int_code":"05"}},"seriesid":"163"}
{"contact":{"id":"33890","email":"hrf@btrust.ca","first_name":"Ruizhu","last_name":"Xu","phone":"4162458858","orgname":"Btrust Supermarket","customer_acct_name":"Btrust Supermarket","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"109867","full_name":"Ruizhu Xu","do_id":"L25A00603","language":"English","canceldate":"2021-08-04","time_zone":"2","area_code":"289","members_type":"AST","new_member_date_2":"2020-06-24","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"0","blocnote":"03 June 2025 VM\r\nLN \/ 16 September 2025 No one by that name\n2026 May 08 call reached gatekeeper, agent requested Ruizhu Xu in HR, call ended on hold\n2026 May 11 attempted to reach Ruizhu Xu but contact was unavailable, call ended with callback planned.\n2026 May 13 contact not Ruizhu, email updated to HRF@btrust.ca, unsure about Ruizhu's availability, call ended with callback promise.\n2026 May 15 call reached automated system and operator, asked for Ruizhu, call ended early.\n2026 May 19 call intercepted by automated system, no human reached","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:12:02-04:00","paid_thru":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25A00603","temp_intcode_for_auto_old_int_code":"08","phone_2":"2899995526","old_int_code":"08","last_act_type":"2020-06-24","pcl_status":"P","pcl_completion_date":"2020-10-04","pf1_status":"P","pf1_completion_date":"2006-11-24","pf2_status":"P","pf2_completion_date":"2008-04-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-05-23","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"HRF@btrust.ca","pcl_completion_date_5":"2025-10-04","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31","called_by":"Tri","aitm_status_called":"2026-05-19T11:12:02-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The call was an outbound attempt to reach a contact but was intercepted by an automated system with a menu prompt. The agent pressed zero for other inquiries, and the call ended shortly after the user said hello.","aitm_callsummarytitle":"Call intercepted by automated system","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9485d1458891da28bf4bbcfb414","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9485d1458891da28bf4bbcfb414","number_of_calls_reached":"5","mini_nps":"3","onesentencenotrenewed":"No renewal intent expressed; call ended early.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Call ended before renewal discussion.","age_range":"Preferred not to say","regular_email_change_date":"2026-05-13T11:09:46-04:00","npi_email_2":"xuruizhu@yahoo.ca"}},"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, TMAI","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":"15","blocnote":"June 4 2025 line busy\r\nAug 21 2025 line busy\n2026-05-08 Dial no answer, phone: +14168596439\n2026 May 08 call reached voicemail, no human interaction\n2026-05-11 Dial no answer, phone: +14168596439\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 Dial no answer, phone: +14168596439\n2026 May 13 call started, agent introduced, contact answered but conversation was cut short before survey or renewal discussion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:27-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00631","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-13T13:31:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"05","retell_call_status":"ended","session_id":"call_8594ef6a0358e208f8f5b2bf372","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8594ef6a0358e208f8f5b2bf372","npi_transcriptsummary":"The agent Ellen called Mildred to discuss her lapsed Associate membership with the National Payroll Institute and intended to ask questions about her membership experience. Mildred was initially hesitant but agreed to talk later, though she was available at the moment. The call ended shortly after the initial exchange without completing the survey or renewal discussion.","aitm_callsummarytitle":"Initial Contact with Mildred - Membership Lapsed","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34258","email":"carrie.reece@jungbunzlauer.com","first_name":"Carrie","last_name":"Reece","phone":"9058353210","orgname":"Jungbunzlauer Canada Inc.","customer_acct_name":"Jungbunzlauer Canada Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"313147","full_name":"Carrie Reece","do_id":"L25A01189","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2022-05-24","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"21","blocnote":"Hybe 5 2025 she just forgot to renew her membership and will do soon ( sent docs)","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T14:11:00-04:00","onesentencenotrenewed":"I just forgot to renew my membership.","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A01189","temp_intcode_for_auto_old_int_code":"21","phone_2":"9059335659","last_act_type":"2022-05-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"carrie.reece@jungbunzlauer.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"30497","email":"helene.desabrais@hlrv.ca","first_name":"Helene","last_name":"Desabrais","phone":"4507590601","orgname":"","customer_acct_name":"","tags":"DELETE, 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":"L25O00511","individual_id":"286715","full_name":"Helene Desabrais","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Refused","area_code":"450","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-01-04T13:00:00-05:00","blocnote":"1 4 25 COMPTABLES","old_int_code":"12","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25O00511","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-12-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"helene.desabrais@hlrv.ca","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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":"15","blocnote":"18 aout 2025 bv\n2026 May 08 call initiated but no clear conversation, user hung up early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","temp_do_id_for_auto_old_do_id":"L25A00597","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:57-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Nathalie but was unable to have a meaningful conversation as the user did not respond clearly. The call ended shortly after the initial greeting and identity confirmation attempt.","aitm_callsummarytitle":"Unsuccessful call - no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b20905c33e698d45b4e6efa7756","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b20905c33e698d45b4e6efa7756","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34715","email":"lynda_beaulieu@me.com","first_name":"Lynda","last_name":"Beaulieu","phone":"5145674096","orgname":"Travailleur Independant","customer_acct_name":"Travailleur Independant","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"64807","full_name":"Lynda Beaulieu","do_id":"L25A00552","language":"French","canceldate":"2021-01-06","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2017-11-14","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"5","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"5","paid_thru":"2020-10-31","intcode":"03","blocnote":"LN. 15 sept 2025 bv\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 call attempted but user responses were inaudible; call ended without conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:57-04:00","temp_do_id_for_auto_old_do_id":"L25A00552","temp_intcode_for_auto_old_int_code":"03","pds_august":"5","phone_2":"5145674096","pds_september":"5","last_infoline_date_type":"2019-10-23","last_act_type":"2020-08-04","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"lynda_beaulieu@me.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:20-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent attempted to speak with Lynda but was met with inaudible responses and unclear communication. The agent decided to end the call and mentioned they would try calling back another time.","aitm_callsummarytitle":"Unsuccessful call due to inaudible responses","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b296c4779215cfc0313d89bfa0c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b296c4779215cfc0313d89bfa0c","mini_nps":"3","onesentencenotrenewed":"User did not engage in conversation and was inaudible.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"6","astotherreasonsnottorenew":"No clear reason given due to inaudible responses.","age_range":"Preferred not to say"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34055","email":"patricia@pkavocats.ca","first_name":"Patricia","last_name":"Douglas","phone":"5148257208","orgname":"Karavoulias Avocats","customer_acct_name":"Karavoulias Avocats","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"142313","full_name":"Patricia Douglas","do_id":"L25A00642","language":"French","canceldate":"2021-07-03","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2020-05-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2021-04-30","intcode":"15","blocnote":"18 aout 2025 bv\n2026 May 08 call attempted but no clear response from contact.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:29-04:00","temp_do_id_for_auto_old_do_id":"L25A00642","temp_intcode_for_auto_old_int_code":"15","phone_2":"5148257208","last_act_type":"2020-05-26","pcl_status":"P","pcl_completion_date":"2009-06-09","pf1_status":"F","pf1_completion_date":"2020-08-23","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"patricia@pkavocats.ca","pcl_completion_date_5":"2014-06-09","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:29-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Patricia but was unable to get a clear response from the user. The call ended due to inactivity without any meaningful conversation or task completion.","aitm_callsummarytitle":"Unsuccessful call - no response from contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear response or engagement from the contact.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"6","astotherreasonsnottorenew":"No response from contact to determine reason.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1428ad06bd85fb0b9364fba67de","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1428ad06bd85fb0b9364fba67de"}},"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"}
{"contact":{"id":"34070","email":"desha.l.moritz@leidos.com","first_name":"Desha","last_name":"Moritz","phone":"2066954612","orgname":"Leidos","customer_acct_name":"Leidos","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"303227","full_name":"Desha Moritz","do_id":"L25A01145","language":"English","time_zone":"5","area_code":"206","members_type":"AST","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"WA","intcode":"15","blocnote":"03 June 2025 VM\r\nLN \/ 15 September 2025 Number not found\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached Desha, call ended early after unclear response","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T16:06:43-04:00","temp_do_id_for_auto_old_do_id":"L25A01145","old_int_code":"06","temp_intcode_for_auto_old_int_code":"15","canceldate":"2022-09-02","new_member_date_2":"2021-07-23","paid_thru":"2022-06-30","phone_2":"4257706347","last_act_type":"2021-07-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"desha.l.moritz@leidos.com","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30","called_by":"Tri","aitm_status_called":"2026-05-13T16:22:12-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The agent reached Desha and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. The user responded with a number 'Nine' when asked about satisfaction rating, which was unclear to the agent. The call ended shortly after without completing the survey or renewal discussion.","aitm_callsummarytitle":"Early call end after unclear satisfaction response","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c5259d31d10dc4ae1663b9fe222","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c5259d31d10dc4ae1663b9fe222","mini_nps":"3","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30326","email":"caroline.pinet@ia.ca","first_name":"Caroline","last_name":"Pinet","phone":"4188478311","orgname":"Groupe Polyalto Inc.","customer_acct_name":"Groupe Polyalto Inc.","tags":"250213 Lapsed, 250213 Lapsed DEL, DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00297","individual_id":"295167","full_name":"Caroline Pinet","extension_phone_1":"2222","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":"2025-08-13T11:21:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00297","temp_intcode_for_auto_old_int_code":"6","province":"QC","organization_id":"295165","last_act_type":"2021-04-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"caroline.pinet@ia.ca","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34849","email":"ikediken@gmail.com","first_name":"Donatus","last_name":"Ikehiagwu","phone":"3067665382","orgname":"Saskatchewan Health Authority","customer_acct_name":"Saskatchewan Health Authority","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"345248","full_name":"Donatus Diken Ikehiagwu","members_type":"CORP","new_member_date_2":"2024-12-18","city_1":"Regina","province":"SK","language":"English","lead_status":"Renewed Lapsed","time_zone":"3","area_code":"306","phone_2":"3065199760","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2027-02-28","last_act_type":"2026-01-14","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":"4","pf2_completion_date":"2025-11-10","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","cert_status":"ACTIVE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-11-20","cpa_certification":"PCP","do_id":"LB2505444","temp_do_id_for_auto_old_do_id":"LB2505444","pcp_we":"APPROVED","organization_id":"12711","canceldate":"2026-01-05","npi_email_temp":"ikediken@gmail.com","pcl_completion_date_5":"2030-04-07","formatted_paid_thru":"28\/02\/2027","company_paid_thru":"2027-02-28","latest_paid_thru":"2027-02-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"9261","email":"sriraj.amit.ns@gmail.com","first_name":"Amit","last_name":"Agarwal","phone":"9052736788","orgname":"Academy of Learning - Mississauga East","customer_acct_name":"Academy of Learning - Mississauga East","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2502725","full_name":"Amit Agarwal","language":"English","origin":"Lapsed Spring 2024","individual_id":"312374","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001576","time_zone":"2","province":"ON","members_type":"CAND","phone_2":"6476487685","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:57:00-04:00","blocnote":"Mar 12 2025 no one by that name and no one ther ever had a membership","old_int_code":"12","temp_do_id_for_auto_old_do_id":"LB2502725","temp_intcode_for_auto_old_int_code":"21","canceldate":"2023-11-02","new_member_date_2":"2022-09-14","paid_thru":"2023-08-31","last_act_type":"2022-08-11","pcl_status":"P","pcl_completion_date":"2022-11-27","pf1_status":"P","pf1_completion_date":"2022-12-18","pf2_status":"P","pf2_completion_date":"2023-01-19","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sriraj.amit.ns@gmail.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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\n2026 May 08 call initiated but no clear conversation, user hung up early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:16-04:00","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":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A01353","temp_intcode_for_auto_old_int_code":"15","phone_2":"4182715827","last_infoline_date_type":"2023-05-10","last_act_type":"2023-05-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tenuedelivresgr@guylainerousseau.com","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:16-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Guylaine but the user response was inaudible and the call ended shortly after initiation without further conversation.","aitm_callsummarytitle":"Call Attempted but No Clear Response","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_27b4e06a9a8d67fbdb7eed03601","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_27b4e06a9a8d67fbdb7eed03601","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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, 260522 Lapsed DEL","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":"LB2506791","old_int_code":"7","last_infoline_date_type":"2020-10-06","last_act_type":"2026-05-25","company_paid_thru":"2027-03-31","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","npi_email_temp":"patricialako@gmail.com","pcl_completion_date_5":"2020-04-27","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","do_id":"","company_status":"A"}},"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":"2023-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mhines@bimbc.ca","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30518","email":"jenniferb@northwestcrane.com","first_name":"Jennifer","last_name":"Bogstie","phone":"7809802227","orgname":"","customer_acct_name":"","tags":"250214 NPI Emails to recovered and need to update AC","ip4":"0.0.0.0","fields":{"do_id":"L25A00152","full_name":"Jennifer Bogstie","language":"English","time_zone":"4","new_member_date_2":"2023-11-21","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":"L25A00152","npi_email_temp":"jenniferb@northwestcrane.com"}},"seriesid":"163"}
{"contact":{"id":"33959","email":"laetitia.kpan22@gmail.com","first_name":"Laetitia","last_name":"Kpan","phone":"4163976564","orgname":"Conseil Scolaire Catholique MonAvenir","customer_acct_name":"Conseil Scolaire Catholique MonAvenir","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"250485","full_name":"Laetitia Kpan","language":"French","canceldate":"2023-04-04","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2017-02-10","lead_status":"Not Relevant","no_email_solicitation":"False","pds_march":"3","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"","province":"QC","cpa_certification":"SCP","organization_id":"39550","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"3","paid_thru":"2027-06-30","intcode":"99","blocnote":"158 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T11:28:00-04:00","temp_do_id_for_auto_old_do_id":"LB2505983","temp_intcode_for_auto_old_int_code":"99","pds_august":"3","phone_2":"4389903734","old_do_id":"LB2505983","old_int_code":"6","pds_september":"3","last_infoline_date_type":"2020-12-21","last_act_type":"2025-04-24","company_paid_thru":"2027-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2017-05-28","pf1_status":"P","pf1_completion_date":"2018-08-20","pf2_status":"P","pf2_completion_date":"2019-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-07-16","number_of_passed_courses":"4","pds_october":"3","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"3","npi_email_temp":"laetitia.kpan22@gmail.com","pcl_completion_date_5":"2022-05-28","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"9228","email":"michellede9218@gmail.com","first_name":"Xiumin","last_name":"Wang","phone":"9058866880","orgname":"HSC Holdings Inc.","customer_acct_name":"HSC Holdings Inc.","tags":"CSV imported, NPIdealed","ip4":"0.0.0.0","fields":{"do_id":"LB2501205","province":"ON","extension_phone_1":"11227","full_name":"Xiumin Michelle Wang, PCP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-07-05","individual_id":"236899","area_code":"905","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-12-13","old_do_id":"CNPIRETP00166","time_zone":"2","members_type":"PRO","canceldate":"2022-07-05","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2026-08-31","new_member_date_2":"2025-09-03","temp_do_id_for_auto_old_do_id":"LB2501205","temp_intcode_for_auto_old_int_code":"21","phone_2":"6475016595","last_infoline_date_type":"2026-05-15","last_act_type":"2026-05-15","pcl_status":"P","pcl_completion_date":"2015-12-14","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":"2018-02-27","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"michellede9218@gmail.com","pcl_completion_date_5":"2020-12-14","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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":"2021-03-11","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","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"33875","email":"sroberts@ifbconcepts.com","first_name":"Stephanie","last_name":"Roberts","phone":"9053377777","orgname":"Innovative Food Brands Ltd.","customer_acct_name":"Innovative Food Brands Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"295741","full_name":"Stephanie Roberts, CHRL","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2020-12-10","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"01","blocnote":"03 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 voicemail reached, no human interaction\n2026 May 08 contact refused to renew due to budget constraints","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25A01099","temp_intcode_for_auto_old_int_code":"01","phone_2":"9055153823","last_infoline_date_type":"2022-06-01","last_act_type":"2023-05-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sroberts@ifbconcepts.com","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:46:42-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Stephanie regarding her lapsed Associate membership with the National Payroll Institute and conducted a survey about her membership experience. Stephanie expressed dissatisfaction with the membership and declined to renew due to budget constraints. The call concluded politely with the agent thanking Stephanie for her time.","aitm_callsummarytitle":"Membership renewal refusal due to budget constraints","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_0aec302272ba4cbd2244989af70","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0aec302272ba4cbd2244989af70","mini_nps":"1","onesentencenotrenewed":"Budget constraints.","initialvalue":"Help with Complex","astotherreasonsnottorenew":"Budget constraints","old_int_code":"6","age_range":"31-45","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01099"}},"seriesid":"163"}
{"contact":{"id":"33717","email":"christine.quach@novusenergy.ca","first_name":"Christine","last_name":"Quach","phone":"4032188899","orgname":"Novus Energy Inc.","customer_acct_name":"Novus Energy Inc.","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"325021","full_name":"Christine Quach","members_type":"CORP","lead_status":"Lapsed Member","coidnewmbrdate":"2022-02-15","city_1":"Calgary","time_zone":"4","province":"AB","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"99","blocnote":"June 2 2025 Survey completed sent application . She said she forgot because rarely used","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T16:53:00-04:00","sendapplicationform":"2025-06-02T20:50:00-04:00","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 added to the company's 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","organization_id":"310217","date_of_renewal_identification":"","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25O05325","temp_intcode_for_auto_old_int_code":"99","old_int_code":"2","last_act_type":"2024-03-26","company_paid_thru":"2026-01-31","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"L25O05325","old_do_id":"LB2504767","npi_email_temp":"christine.quach@novusenergy.ca","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-03","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","corp_cancel_date":"2026-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"35036","email":"4familymaxwell@gmail.com","first_name":"Andrea","last_name":"Maxwell","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Andrea Maxwell","language":"English","canceldate":"2023-10-03","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02678","new_member_date_2":"2022-08-15","phone_2":"6047801709","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314781","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":"L25C02678","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-15","pcl_status":"P","pcl_completion_date":"2022-12-11","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"4familymaxwell@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"33776","email":"lorri.kamitomo@averycooper.com","first_name":"Lorri","last_name":"Kamitomo","phone":"8678733441","orgname":"Avery Cooper Financial Corp.","customer_acct_name":"Avery Cooper Financial Corp.","tags":"WR250409, 260522 Lapsed DEL","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":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","time_zone":"4","area_code":"867","organization_id":"9196","individual_id":"43376","paid_thru":"2026-10-31","pds_august":"2","full_name":"Lorri Kamitomo","members_type":"CORP","pds_september":"2","last_act_type":"2018-10-22","company_paid_thru":"2026-10-31","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":"LB2506167","temp_do_id_for_auto_old_do_id":"LB2506167","npi_email_temp":"lorri.kamitomo@averycooper.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"33685","email":"shakila234@hotmail.com","first_name":"Shakila","last_name":"Selvanayagam","phone":"6478917674","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":"333185","full_name":"Shakila Selvanayagam","members_type":"CAND","do_id":"L25C00645","lead_status":"Lapsed Member","new_member_date_2":"2024-02-22","city_1":"Mississauga","time_zone":"2","province":"ON","language":"English","phone_2":"6478917674","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00645","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":"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":"shakila234@hotmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"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, 260522 Lapsed DEL","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":"2026-05-28","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","latest_paid_thru":"2026-10-31","company_status":"A"}},"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","latest_paid_thru":"2025-11-30"}},"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":"2020-04-12","last_act_type":"2020-04-12","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","latest_paid_thru":"2021-03-31","company_paid_thru":"2021-03-31","corp_cancel_date":"2021-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"15752","email":"harry.gill@mustangfreight.com","first_name":"Harry","last_name":"Gill","phone":"7804476244","orgname":"Mustang Freightways Ltd.","customer_acct_name":"Mustang Freightways Ltd.","tags":"Fixed deal, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"full_name":"Harry Gill","language":"English","origin":"2023 Lapsed Members","explicit_consent_date":"2003-10-29","domain_1":"mustangfreight.com","do_id":"L25O01869","individual_id":"291105","time_zone":"4","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502217","province":"AB","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25O01869","organization_id":"69441","members_type":"CORP","last_act_type":"2020-06-08","intcode":"06","blocnote":"LN Oct 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T16:46:00-04:00","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"harry.gill@mustangfreight.com","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","company_paid_thru":"2021-09-30","corp_cancel_date":"2021-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33683","email":"santosc3281@gmail.com","first_name":"Christian","last_name":"Santos","phone":"5145617905","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":"334794","full_name":"Christian Santos","members_type":"CAND","do_id":"L25C00643","lead_status":"Lapsed Member","new_member_date_2":"2024-02-27","city_1":"Montreal","time_zone":"2","province":"QC","language":"English","phone_2":"5145617905","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00643","last_act_type":"2024-02-26","pcl_status":"F","pcl_completion_date":"2024-06-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:25:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"santosc3281@gmail.com","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","individual_id":"336890","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"07","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-23T17:23:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:11:00-04:00","blocnote":"May 8 2026 In a meeting","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","pipeline_1_lapsed_members":"","old_int_code":"99","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":"07","last_infoline_date_type":"2026-01-23","last_act_type":"2026-03-16","telemarketing_call_date":"2026-05-08","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","latest_paid_thru":"2027-04-30"}},"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, TMAI","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":"02","blocnote":"june 9 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 May 08 call reached voicemail, no agent available\n2026 May 08 contact answered, low satisfaction, hesitant to renew, email sent with application form.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","pds_july":"2","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A00526","temp_intcode_for_auto_old_int_code":"02","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","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:26:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Kristin regarding her lapsed Associate membership with the National Payroll Institute. Kristin answered the survey questions, expressed low satisfaction, and was hesitant about renewing. The agent sent her an email with the membership application form for her to review and decide later.","aitm_callsummarytitle":"Membership Renewal Inquiry and Application Email Sent","notrenewedwanttorenew":"Yes","mini_nps":"1","onesentencenotrenewed":"Hard to say about renewing membership.","initialvalue":"Networking","othermemberbenefit":"Call reached voicemail, no member benefit discussed","astotherreasonsnottorenew":"Call reached voicemail, no conversation occurred.","age_range":"46-60","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Forgot\/not aware and then 3 questions","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_df313f6b11180c610aa5fa8289d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_df313f6b11180c610aa5fa8289d","sendapplicationform":"2026-05-08T13:32:00-04:00","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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, TMAI","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\n2026 May 08 call reached automated system at Reliance Ventures, no human answered","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:06:45-04:00","pds_july":"2","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A00346","old_int_code":"08","temp_intcode_for_auto_old_int_code":"16","pds_august":"2","phone_2":"2502621616","pds_september":"2","last_infoline_date_type":"2020-03-04","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","latest_paid_thru":"2021-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call reached an automated system at Reliance Ventures, and no human was reached or spoken to during the call. The agent ended the call after hearing the automated menu options.","aitm_callsummarytitle":"Call reached automated system, no human answered","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2022c396ca5bfe66817d1322631","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2022c396ca5bfe66817d1322631","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34732","email":"epersson@metercor.com","first_name":"Eric","last_name":"Persson","phone":"4032153483","orgname":"Metercor Inc.","customer_acct_name":"Metercor Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"329120","full_name":"Eric Persson","do_id":"L25A01309","language":"English","canceldate":"2024-09-12","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2023-09-11","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"06","blocnote":"june 10 2025 vm\r\nLN \/ 24 September 2025 Survey completed - they hired a new payroll employee and she is a member\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no conversation\n2026 May 11 call reached voicemail\n2026 May 13 call reached voicemail, no conversation\n2026 May 13 call reached gatekeeper, contact unavailable to take call.\n2026 May 15 call reached voicemail\n2026 May 15 call ended with contact unavailable, no conversation\n2026 May 19 call reached voicemail\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached automated system, no human contact\n2026 May 25 call reached voicemail, no conversation\n2026 May 25 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:07-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A01309","temp_intcode_for_auto_old_int_code":"06","phone_2":"4034705776","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","did_not_find_it_beneficial_specify_why":"didn't use it","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":"Yes","hardtoparticipateeventsspecify":"he did not participate","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Advance","old_int_code":"03","last_act_type":"2024-12-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"epersson@metercor.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-25T13:22:05-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"14","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","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_923743bed0ccfb9d9f595253df4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_923743bed0ccfb9d9f595253df4","onesentencenotrenewed":"Contact unavailable to discuss membership renewal.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact unavailable to respond.","number_of_calls_reached":"3"}},"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":{"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","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"30310","email":"payroll@avenueliving.ca","first_name":"Erin","last_name":"Royer","phone":"4036808074","orgname":"Avenue Living","customer_acct_name":"Avenue Living","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00122","individual_id":"307038","full_name":"Erin Royer","language":"English","time_zone":"4","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"28 May 2025 VM\r\n08 September 2025 VM\r\nLN \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T17:07:00-05:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00122","temp_intcode_for_auto_old_int_code":"6","province":"AB","organization_id":"258355","last_act_type":"2022-12-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"payroll@avenueliving.ca","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"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":"2025-03-07","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","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"30333","email":"sonia.laflamme@pultrall.com","first_name":"Sonia","last_name":"Laflamme","phone":"4183353202","orgname":"Pultrall Inc.","customer_acct_name":"Pultrall Inc.","tags":"DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00088","individual_id":"208619","full_name":"Sonia Laflamme","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":"2025-08-13T11:25:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00088","temp_intcode_for_auto_old_int_code":"6","organization_id":"208618","pds_august":"5","last_infoline_date_type":"2020-04-17","last_act_type":"2023-06-20","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"sonia.laflamme@pultrall.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34760","email":"gstafford@hubbell.ca","first_name":"Gabriele","last_name":"Stafford","phone":"9058376010","orgname":"Hubbell Canada","customer_acct_name":"Hubbell Canada","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"82381","full_name":"Gabriele Stafford","language":"English","canceldate":"2024-08-21","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2004-09-08","lead_status":"Refused","no_email_solicitation":"False","pds_march":"24","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"01","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 VM\n2026-05-08 dial busy, phone:  +19058376010\n2026 May 08 call reached voicemail or unintended recipient - no conversation\n2026-05-11 dial busy, phone:  +19058376010\n2026 May 11 call reached voicemail, no human interaction\n2026-05-13 dial busy, phone:  +19058376010\n2026 May 13 contact retired, rated satisfaction 5, initial value seminar","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:28-04:00","pds_july":"24","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A00567","temp_intcode_for_auto_old_int_code":"01","pds_august":"24","phone_2":"9052400796","pds_september":"24","last_infoline_date_type":"2023-03-14","last_conf_date_type":"2006-06-06","last_act_type":"2026-03-25","number_of_passed_courses":"0","pds_october":"24","trc":"False","wera":"False","pds_november":"24","npi_email_temp":"gstafford@hubbell.ca","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-13T13:36:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_voicemaildetection":"No","usersentiment":"Positive","old_int_code":"07","retell_call_status":"ended","session_id":"call_b1fc9f29ccb7111316f5f851145","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b1fc9f29ccb7111316f5f851145","npi_transcriptsummary":"The agent contacted Gabriele to discuss his lapsed Associate membership with the National Payroll Institute. Gabriele explained he retired, rated his satisfaction as very high, and indicated his initial reason for joining was completing a specific payroll seminar. The call concluded politely without any issues.","aitm_callsummarytitle":"Membership lapsed due to retirement","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","mini_nps":"5","onesentencenotrenewed":"Retired, so membership lapsed.","initialvalue":"Seminar","age_range":"61+","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00567","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34638","email":"jeets_ca@yahoo.com","first_name":"Jeet","last_name":"Singh","phone":"4702349442","orgname":"EPIQ Global","customer_acct_name":"EPIQ Global","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"29898","full_name":"Jeet Singh, CPP FPC","language":"English","canceldate":"2022-05-03","time_zone":"2","area_code":"470","members_type":"AST","new_member_date_2":"2004-03-23","lead_status":"Refused","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"GA","cpa_certification":"CPM","intcode":"01","blocnote":"June 10 2025 vm\r\nSept 3 2025 vm\n2026 May 08 call ended after user asked who was calling, no renewal discussion\n2026 May 11 contact declined renewal due to retirement","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:47-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A00529","temp_intcode_for_auto_old_int_code":"01","phone_2":"7709717072","last_infoline_date_type":"2020-04-05","last_act_type":"2025-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jeets_ca@yahoo.com","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Jeet regarding his lapsed Associate membership with the National Payroll Institute and conducted a survey about his membership experience. Jeet expressed satisfaction with the membership but declined to renew as he is retired and no longer wishes to work. The call ended politely with the agent acknowledging Jeet's decision.","aitm_callsummarytitle":"Membership renewal declined due to retirement","notrenewedwanttorenew":"No","mini_nps":"5","onesentencenotrenewed":"No, I'm retired now and do not wish to work anymore.","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_89ea39441e2b61cfd72674436de","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_89ea39441e2b61cfd72674436de","number_of_calls_reached":"2","initialvalue":"Career","astotherreasonsnottorenew":"Retired and no longer wishes to work","age_range":"61+","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00529"}},"seriesid":"163"}
{"contact":{"id":"33819","email":"cguay@dwpv.com","first_name":"Chantal","last_name":"Guay","phone":"4388179207","orgname":"Davies Ward Phillips & Vineberg LLP","customer_acct_name":"Davies Ward Phillips & Vineberg LLP","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"249196","full_name":"Chantal Guay","language":"French","canceldate":"2022-12-06","time_zone":"2","area_code":"438","members_type":"CORP","new_member_date_2":"2016-12-21","lead_status":"Renewed lapsed","no_email_solicitation":"False","pipeline_1_lapsed_members":"Renewed lapsed","province":"QC","organization_id":"340085","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","intcode":"99","blocnote":"18 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T10:09:00-04:00","temp_do_id_for_auto_old_do_id":"LB2504706","temp_intcode_for_auto_old_int_code":"99","phone_2":"5142398215","date_of_renewal_identification":"2026-05-28","old_do_id":"L25O01394","old_int_code":"6","last_infoline_date_type":"2022-01-20","last_act_type":"2024-07-08","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2017-04-02","pf1_status":"P","pf1_completion_date":"2017-08-21","pf2_status":"F","pf2_completion_date":"2019-06-10","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2504706","npi_email_temp":"cguay@dwpv.com","pcl_completion_date_5":"2022-04-02","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30222","email":"linachen121@gmail.com","first_name":"Lina","last_name":"Chen","phone":"6042307812","orgname":"Calibre Mining Corp","customer_acct_name":"Calibre Mining Corp","tags":"250205 AST Members, Lapsed Renewed, movePipe2, npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00219","old_do_id":"AST0246","full_name":"Lina Chen","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","lead_status":"Lapsed Member","new_member_date_2":"2011-01-11","individual_id":"179220","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":"WITHDRAWN_CPE","time_zone":"5","pds_july":"1","paid_thru":"2024-12-31","intcode":"15","blocnote":"Aug 14 2025 vm\r\nLN Nov 3 2025 She said she is still a member.\n2026 May 08 contact Lina Chen answered and started survey, initial value Stay Current","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:06:44-04:00","temp_do_id_for_auto_old_do_id":"L25A00219","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","phone_2":"6042307812","pds_september":"1","last_infoline_date_type":"2024-10-24","last_act_type":"2025-11-26","pcl_status":"P","pcl_completion_date":"2011-08-18","pf1_status":"P","pf1_completion_date":"2011-11-24","pf2_status":"P","pf2_completion_date":"2012-03-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-04-23","number_of_passed_courses":"4","old_int_code":"13","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"linachen121@gmail.com","pcl_completion_date_5":"2016-08-18","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent successfully reached Lina Chen and informed her about the lapsed Associate membership. Lina agreed to answer questions and identified her initial value for membership as staying current with payroll legislation. The call was ongoing when the transcript ended.","aitm_callsummarytitle":"Lina Chen membership survey started","notrenewedwanttorenew":"No","initialvalue":"Stay Current","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d172f4f1790bf12230bddd0c224","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d172f4f1790bf12230bddd0c224","number_of_calls_reached":"1"}},"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":"2021-08-03","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","latest_paid_thru":"2022-02-28"}},"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","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"30069","email":"chrisandsheri@telus.net","first_name":"Sheri","last_name":"Burley","phone":"2507035077","orgname":"Crown Isle Resort & Golf Community","customer_acct_name":"Crown Isle Resort & Golf Community","tags":"250205 AST Members, inPipeline2","ip4":"127.0.0.1","fields":{"full_name":"Sheri Burley, PCP","members_type":"PRO","city_1":"Comox","province":"BC","language":"English","phone_2":"2508901075","new_member_date_2":"2024-05-27","pipeline_2_members_only_ast":"","area_code":"250","time_zone":"5","individual_id":"338100","intcode":"06","blocnote":"may 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-05-22T12:53:00-04:00","pipeline_1_lapsed_members":"","nonactive_reason":"AST->CAND\/PRO","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"L25C05903","lead_status":"Not Relevant","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2504753","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","cpa_certification":"PCP","last_infoline_date_type":"2025-06-20","last_act_type":"2026-04-15","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-09-03","pf1_status":"P","pf1_completion_date":"2024-12-21","pf2_status":"P","pf2_completion_date":"2025-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-06-30","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"chrisandsheri@telus.net","pcl_completion_date_5":"2029-09-03","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"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":"Renewed APX","last_engaged_date":"2025-10-01","new_member_date_2":"2021-06-22","pipeline_2_members_only_ast":"Ongoing member to be called","payroll_guidelines_march":"6","individual_id":"302516","no_email_solicitation":"False","area_code":"604","time_zone":"5","intcode":"99","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":"11","paid_thru":"2027-05-31","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":"99","last_infoline_date_type":"2024-06-03","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\/2027","latest_paid_thru":"2027-05-31","date_of_renewal_identification":"2026-06-02"}},"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"33973","email":"rh@ville.hudson.qc.ca","first_name":"Kathy","last_name":"Laviolette","phone":"4504585347","orgname":"Ville d'Hudson","customer_acct_name":"Ville d'Hudson","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"255612","full_name":"Kathy Laviolette","do_id":"L25A00372","language":"French","canceldate":"2023-10-03","time_zone":"2","area_code":"450","extension_phone_1":"233","members_type":"AST","new_member_date_2":"2017-08-31","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","cpa_certification":"SCPQ","paid_thru":"2023-07-31","intcode":"16","blocnote":"18 aout 2025 bv\n2026 May 08 call reached automated Town of Hudson phone system, no human contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","temp_do_id_for_auto_old_do_id":"L25A00372","temp_intcode_for_auto_old_int_code":"16","phone_2":"5142222275","last_infoline_date_type":"2022-07-22","last_conf_date_type":"2018-05-30","last_act_type":"2026-10-02","pcl_status":"P","pcl_completion_date":"2018-02-04","pf1_status":"F","pf1_completion_date":"2018-05-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-07-15","number_of_passed_courses":"2","trc":"True","wera":"True","npi_email_temp":"rh@ville.hudson.qc.ca","organization_id":"358990","pcl_completion_date_5":"2023-02-04","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Kathy but was intercepted by an automated phone system of the Town of Hudson. The agent repeatedly tried to navigate the IVR system by pressing digits but was unable to reach a human before the call duration limit was reached.","aitm_callsummarytitle":"Call reached automated phone 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","session_id":"call_a46b5650a578cf604d112f251e6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a46b5650a578cf604d112f251e6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35149","email":"yingyye2000@gmail.com","first_name":"Ying","last_name":"Ye","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ying Yi Ye","language":"English","canceldate":"2023-07-11","time_zone":"4","area_code":"825","members_type":"CAND","do_id":"L25C02437","new_member_date_2":"2022-05-18","phone_2":"8254490099","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313110","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02437","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-17","pcl_status":"P","pcl_completion_date":"2022-08-28","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"yingyye2000@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"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":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"members_type":"CORP","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-05-28","organization_id":"302973","individual_id":"346164","paid_thru":"2026-06-30","province":"ON","language":"English","full_name":"Isabel Dove","last_infoline_date_type":"2025-11-04","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":"ACTIVE","pf2_completion_date":"2026-03-21","pcl_completion_date_5":"2030-06-03","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","pcp_we":"APPROVED","cpa_certification":"PCP","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30585","email":"kyrnpage@gmail.com","first_name":"Kyrn","last_name":"Page","phone":"5199905526","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":"333465","full_name":"Kyrn Page","members_type":"CAND","do_id":"L25C00408","city_1":"Ruthven","province":"ON","language":"English","phone_2":"5199905526","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-19","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00408","last_act_type":"2024-01-19","pcl_status":"F","pcl_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":"2025-11-26T09:48:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"kyrnpage@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"33653","email":"ah03chan@gmail.com","first_name":"Aaron","last_name":"Chan","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"285671","full_name":"Aaron Chan","members_type":"CAND","do_id":"L25C00613","lead_status":"Refused","new_member_date_2":"2020-02-11","city_1":"Scarborough","time_zone":"2","province":"ON","language":"English","phone_2":"6476413456","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":"L25C00613","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-21","pcl_status":"P","pcl_completion_date":"2020-05-31","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"P","pf2_completion_date":"2021-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-03-23","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"ah03chan@gmail.com","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"33949","email":"xiaoyanliu0112@gmail.com","first_name":"Xiaoyan","last_name":"Liu","phone":"6474261001","orgname":"Wellco Inc.","customer_acct_name":"Wellco Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"249697","full_name":"Xiaoyan Liu","do_id":"L25A00873","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2020-05-26","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"June 3 2025 She said  to call back in the morning.She is working right now.\n2026 May 08 call started, identity confirmed multiple times, call ended early before survey or renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:21-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A00873","temp_intcode_for_auto_old_int_code":"15","phone_2":"4168248196","last_act_type":"2023-04-17","pcl_status":"P","pcl_completion_date":"2017-04-23","pf1_status":"P","pf1_completion_date":"2020-09-28","pf2_status":"P","pf2_completion_date":"2020-12-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"xiaoyanliu0112@gmail.com","pcl_completion_date_5":"2022-04-23","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:21-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Xiaoyan and confirmed her identity multiple times but the call ended before any survey questions were answered or any membership renewal discussion took place.","aitm_callsummarytitle":"Call ended before survey completion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","old_int_code":"10","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_86ab3c1147b7bad6c5cd033c9da","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_86ab3c1147b7bad6c5cd033c9da","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30382","email":"mmartinez@ilsco.com","first_name":"Maria","last_name":"Martinez","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":"L25O00374","individual_id":"248022","full_name":"Maria Martinez, CHRL","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"29 May 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-29T10:40:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00374","temp_intcode_for_auto_old_int_code":"16","province":"ON","organization_id":"209854","pds_august":"5","phone_2":"9052742341","last_infoline_date_type":"2020-01-06","last_act_type":"2023-08-28","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"mmartinez@ilsco.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9294","email":"rjjreitano@gmail.com","first_name":"Roderick","last_name":"Reitano","phone":"2899928394","orgname":"Ontario Power Generation Inc.","customer_acct_name":"Ontario Power Generation Inc.","tags":"CSV imported, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"ON","full_name":"Roderick Reitano, PCP","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"289676","area_code":"905","region":"CDN","lead_status":"Not Relevant","old_do_id":"LB2506983","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"","organization_id":"7064","canceldate":"2022-08-03","pipeline_2_members_only_ast":"","cpa_certification":"PCP","cert_status":"ACTIVE","paid_thru":"2026-06-30","new_member_date_2":"2020-06-18","temp_do_id_for_auto_old_do_id":"LB2506983","phone_2":"2899928394","last_act_type":"2025-09-30","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2020-10-04","pf1_status":"P","pf1_completion_date":"2021-01-24","pf2_status":"P","pf2_completion_date":"2021-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-07-09","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"rjjreitano@gmail.com","pcl_completion_date_5":"2025-10-04","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"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":"2026-03-19","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","old_do_id":"L25P00273","npi_email_temp":"jose.campos@cloud.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"10328","email":"yelenalegotina@gmail.com","first_name":"Yelena","last_name":"Legotina","phone":"4509224538","orgname":"Les Viandes Francoeur","customer_acct_name":"Les Viandes Francoeur","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06960","full_name":"Yelena Legotina","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"267301","area_code":"450","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502283","time_zone":"2","province":"QC","members_type":"CAND","phone_2":"5144666805","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":"2025-11-25T13:39:00-05:00","new_member_date_2":"2018-09-14","temp_do_id_for_auto_old_do_id":"L25C06960","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-01-09","pcl_status":"F","pcl_completion_date":"2018-11-11","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"10","npi_email_temp":"yelenalegotina@gmail.com","pcl_completion_date_5":"2023-11-11","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"30592","email":"florence.pueyo@gmail.com","first_name":"Florence","last_name":"Pueyo","phone":"4379891669","orgname":"Alstom","customer_acct_name":"Alstom","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"267672","full_name":"Florence Pueyo","members_type":"CAND","do_id":"L25C00162","city_1":"Toronto","province":"ON","language":"English","phone_2":"4379891669","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-04","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":"L25C00162","last_infoline_date_type":"2023-12-12","last_act_type":"2024-01-26","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":"2024-01-26","number_of_passed_courses":"4","intcode":"14","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 19 2025 She said she is doing another job other than payroll because she can not get the 1 yr experience. Can send email .","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:43:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"14","trc":"True","wera":"False","old_int_code":"06","sendapplicationform":"2025-12-19T11:42:00-05:00","npi_email_temp":"florence.pueyo@gmail.com","pcl_completion_date_5":"2023-11-04","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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":"2021-12-02","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","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34718","email":"rajeevuppal12@gmail.com","first_name":"Rajeev","last_name":"Uppal","phone":"9054612160","orgname":"Peel Accounting","customer_acct_name":"Peel Accounting","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"64818","full_name":"Rajeev Kumar Uppal","do_id":"L25A00553","language":"English","canceldate":"2022-11-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2009-02-09","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"16","blocnote":"11 June 2025 No answer\r\nLN \/ 18 September 2025 Wrong number\n2026 May 08 contact informed Rajeev is no longer at this location","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:03-04:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A00553","temp_intcode_for_auto_old_int_code":"16","phone_2":"9054956268","old_int_code":"08","notrenewedother":"Phone cannot be recovered","last_infoline_date_type":"2017-08-29","last_act_type":"2025-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rajeevuppal12@gmail.com","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:03-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Rajeev but was informed that Rajeev is no longer at that location. The agent ended the call after confirming this information.","aitm_callsummarytitle":"Contact Not Available - Rajeev No Longer at Location","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_aca8f8b48388012e539a83b173d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_aca8f8b48388012e539a83b173d","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33893","email":"funk@csbp.ca","first_name":"Rob","last_name":"Funk","phone":"3069312820","orgname":"Commercial Sand Blasting & Paint","customer_acct_name":"Commercial Sand Blasting & Paint","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"296400","full_name":"Rob Funk","language":"English","canceldate":"2022-03-02","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2021-01-11","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"SK","intcode":"15","blocnote":"03 June 2025 Not in the office\r\nLN \/ 15 September 2025 Not in the office\n2026 May 08 call ended shortly after asking for Rob\n2026 May 11 contact not available, Rob not in.\n2026 May 13 call ended abruptly after contact identified as Rob, no renewal discussion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T12:06:41-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25A01103","temp_intcode_for_auto_old_int_code":"15","phone_2":"3063216089","last_act_type":"2021-11-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"funk@csbp.ca","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","called_by":"Tri","aitm_status_called":"2026-05-13T12:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent attempted to reach Rob Funk at Commercial Sandblasting on behalf of the National Payroll Institute. The contact initially asked which representative was calling and then identified himself as Rob, but the call ended abruptly without completing the conversation or any survey questions.","aitm_callsummarytitle":"Call ended abruptly with contact","notrenewedwanttorenew":"No","mini_nps":"1","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_d326af955e8755b2254801dc975","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d326af955e8755b2254801dc975","number_of_calls_reached":"3","onesentencenotrenewed":"Contact was not interested and ended the call abruptly.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact was not interested and ended the call abruptly.","age_range":"Preferred not to say","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01103"}},"seriesid":"163"}
{"contact":{"id":"34174","email":"meghan@omnimanagement.net","first_name":"Meghan","last_name":"Pollock","phone":"4032919047","orgname":"Omni Management Services Ltd.","customer_acct_name":"Omni Management Services Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"265646","full_name":"Meghan Pollock","language":"English","canceldate":"2024-10-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2018-08-03","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","blocnote":"04 June 2025 Completed\n2026 May 08 call reached voicemail at Omni Management Services LPD\n2026 May 08 contact answered, completed survey, refused to renew - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:45-04:00","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":"Yes","npivaluenotdeliveredspecify":"she found no value in it - she wanted only the courses","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"she didn't participate","mini_nps":"2","age_range":"Preferred not to say","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25A00939","temp_intcode_for_auto_old_int_code":"01","phone_2":"4038709853","last_act_type":"2023-06-16","pcl_status":"F","pcl_completion_date":"2022-11-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"meghan@omnimanagement.net","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:21:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent spoke with Meghan regarding her lapsed Associate membership with the National Payroll Institute. Meghan answered the survey questions but declined to renew her membership, stating it was not worth the money. The call ended with the agent thanking Meghan for her time.","aitm_callsummarytitle":"Membership Renewal Refusal by Meghan","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","session_id":"call_cccd2b382f9c38d95db3af58f91","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cccd2b382f9c38d95db3af58f91","onesentencenotrenewed":"It's not worth the money.","initialvalue":"Designation","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00939","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30077","email":"wandariou@outlook.com","first_name":"Wanda","last_name":"Riou","phone":"3066521825","orgname":"Wanda J. Riou, CPA, CGA","customer_acct_name":"Wanda J. Riou, CPA, CGA","tags":"250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST1199","full_name":"Wanda Riou","members_type":"AST","city_1":"Saskatoon","province":"SK","language":"English","phone_2":"3066521825","lead_status":"Member","last_engaged_date":"2025-10-01","new_member_date_2":"2016-03-03","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","no_email_solicitation":"False","pds_march":"3","area_code":"306","time_zone":"3","individual_id":"233762","intcode":"32","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-22T12:54:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:02:00-04:00","blocnote":"May 8 2026 Survey completed She said she has knowledge of info on website and is a CA and is not looking for another certification.","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"3","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","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":"AST1199","temp_intcode_for_auto_old_int_code":"32","pds_september":"3","last_infoline_date_type":"2026-02-04","last_act_type":"2026-02-04","telemarketing_call_date":"2026-05-08","regular_email_change_date":"2025-10-22T10:14:10-04:00","sendaigeneral":"2025-10-22T10:14:00-04:00","sendoctoberemail":"2025-10-22T10:14:21-04:00","sendaidate":"2025-12-01T10:14:48-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-22T10:15:00-04:00","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"99","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"wandariou@outlook.com","date_of_renewal_identification":"2026-03-04","ai_entered_date":"2026-03-04","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"34833","email":"zl@regionalhose.com","first_name":"Zagorka","last_name":"Lepojevic","phone":"5197401662","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"107569","full_name":"Zagorka Lepojevic, PCP","members_type":"PRO","lead_status":"Lapsed Member","new_member_date_2":"2010-04-30","city_1":"Kitchener","province":"ON","language":"English","time_zone":"2","area_code":"519","phone_2":"5197433856","do_id":"L25P00374","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"June 11 2025 vm\r\nLN \/ 02 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T09:53:00-04:00","temp_do_id_for_auto_old_do_id":"L25P00374","temp_intcode_for_auto_old_int_code":"6","npi_email_temp":"zl@regionalhose.com"}},"seriesid":"163"}
{"contact":{"id":"34409","email":"gselliah@hotmail.com","first_name":"Geetha","last_name":"Shanthibushan","phone":"4167627316","orgname":"Runnymede Healthcare Centre","customer_acct_name":"Runnymede Healthcare Centre","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"317436","full_name":"Geetha Shanthibushan","do_id":"L25A01226","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2022-10-04","lead_status":"Refused","no_email_solicitation":"False","pds_march":"12","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"21","blocnote":"05 June 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T17:43:00-04:00","old_int_code":"12","pds_july":"12","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A01226","temp_intcode_for_auto_old_int_code":"21","pds_august":"12","phone_2":"6472980342","pds_september":"12","last_act_type":"2023-08-31","pcl_status":"E","pf1_status":"E","pf2_status":"E","number_of_passed_courses":"0","pds_october":"12","trc":"False","wera":"False","pds_november":"12","npi_email_temp":"gselliah@hotmail.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"9148","email":"anniebaobao@hotmail.com","first_name":"Anli","last_name":"Bao","phone":"4033544148","orgname":"PSA Consulting Ltd.","customer_acct_name":"PSA Consulting Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02293","province":"AB","full_name":"Anli Bao","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-12-02","individual_id":"207468","area_code":"403","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500047","time_zone":"4","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-12-02","new_member_date_2":"2012-10-22","no_email_solicitation":"FALSE","intcode":"15","blocnote":"May 14 2025 vm\r\nJuly 17 2025 vm\r\nLN Sept 30 2025 vm\n2026 May 08 call reached voicemail\n2026 May 08 call initiated but no contact reached\n2026 May 11 call reached voicemail\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call disconnected immediately after initial greeting, no interaction.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T12:06:41-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A02293","temp_intcode_for_auto_old_int_code":"15","phone_2":"5873519051","last_act_type":"2021-08-27","pcl_status":"P","pcl_completion_date":"2013-02-04","pf1_status":"P","pf1_completion_date":"2013-07-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-10-24","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"anniebaobao@hotmail.com","pcl_completion_date_5":"2018-02-04","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-13T12:21:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The call was very brief and ended immediately after the initial greeting without any further conversation or information exchange.","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","session_id":"call_c65158eac4dc4ca8972521bd734","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c65158eac4dc4ca8972521bd734","old_int_code":"06","number_of_calls_reached":"2","mini_nps":"3","onesentencenotrenewed":"No conversation occurred to determine renewal interest.","initialvalue":"Other","othermemberbenefit":"No information provided.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"34202","email":"levesquena@csrn.qc.ca","first_name":"Nathalie","last_name":"L\u00e9vesque","phone":"8197628161","orgname":"Commission Scolaire de Rouyn- Noranda","customer_acct_name":"Commission Scolaire de Rouyn- Noranda","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"280028","full_name":"Nathalie L\u00e9vesque","do_id":"L25A00426","language":"French","canceldate":"2022-01-07","time_zone":"2","area_code":"819","extension_phone_1":"2282","members_type":"AST","new_member_date_2":"2019-11-27","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2021-10-31","intcode":"06","blocnote":"21 aout 2025 bv\n2026 May 08 voicemail reached, no contact with Nathalie","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:31-04:00","temp_do_id_for_auto_old_do_id":"L25A00426","temp_intcode_for_auto_old_int_code":"6","phone_2":"8192776338","last_infoline_date_type":"2020-09-03","last_act_type":"2020-10-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"levesquena@csrn.qc.ca","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:30-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Nathalie, but it went to voicemail and no conversation 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","session_id":"call_eaf71c057d10a73ab28c3388aff","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_eaf71c057d10a73ab28c3388aff"}},"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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"34003","email":"debbie.taxprep@gmail.com","first_name":"Debbie","last_name":"Bock","phone":"9056412929","orgname":"DSBN","customer_acct_name":"DSBN","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"327595","full_name":"Debbie Bock","do_id":"L25A00379","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"905","extension_phone_1":"54290","members_type":"AST","new_member_date_2":"2023-09-01","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"21","blocnote":"June 4 2025 She no longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T15:05:00-04:00","old_int_code":"12","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A00379","temp_intcode_for_auto_old_int_code":"21","phone_2":"9053413643","last_act_type":"2024-03-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"debbie.taxprep@gmail.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"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","latest_paid_thru":"2021-04-30"}},"seriesid":"163"}
{"contact":{"id":"34268","email":"darkar_s@msn.com","first_name":"Karen","last_name":"Stephenson","phone":"7804552492","orgname":"Solid Resources Ltd","customer_acct_name":"Solid Resources Ltd","tags":"NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"29914","full_name":"Karen Stephenson","language":"English","time_zone":"4","area_code":"780","members_type":"AST","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"01","blocnote":"June 5 2025 Survey completed retired\n2026-05-08 invalid phone destination, phone: +17804552492\n2026 May 08 contact declined renewal, stated retired","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:48-04:00","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 retired.","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"I was working during the day so challenging to participate in events.","engagingstrategiesspecify":"I would have liked more opportunities to review events that I missed.","mini_nps":"5","age_range":"61+","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":"L25A00966","temp_intcode_for_auto_old_int_code":"01","province":"AB","phone_2":"7804875410","last_act_type":"2025-12-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"darkar_s@msn.com","called_by":"Tri","aitm_status_called":"2026-05-08T13:36:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","session_id":"call_994432333fc585133d7fc4b45b7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_994432333fc585133d7fc4b45b7","npi_transcriptsummary":"The agent spoke with Karen, confirmed her identity, and conducted a survey about her National Payroll Institute membership experience. Karen indicated she joined to stay current, rated her satisfaction as very high, and shared her age range. She declined to renew her membership, stating she is retired, and the call ended politely.","aitm_callsummarytitle":"Membership Survey and Decline to Renew","notrenewedwanttorenew":"No","onesentencenotrenewed":"I'm retired.","initialvalue":"Stay Current","pipeline_2_members_only_ast":"","ivrdetector":"No","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","old_do_id":"L25A00966","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30542","email":"valerie@directobjective.ca","first_name":"Valerie","last_name":"Ajayi","phone":"4382257939","orgname":"","customer_acct_name":"","tags":"dummy, TMAI","ip4":"10.13.140.232","fields":{"members_type":"PRO","sendpreexpirationemail":"2025-03-19T00:12:00-04:00","sendapplicationform":"2026-05-11T10:42:00-04:00","time_zone":"2","area_code":"514","intcode":"02","lead_status":"Not Relevant","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:38:51-04:00","regular_email_change_date":"2026-05-11T10:37:42-04:00","temp_intcode_for_auto_old_int_code":"02","do_id":"","temp_do_id_for_auto_old_do_id":"LB2505020","npi_email_temp":"valerie@directobjective.ca","aitm_status_called":"2026-05-11T10:38:51-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Valerie regarding her lapsed Professional membership with the National Payroll Institute. Valerie confirmed her initial reason for joining was to stay current with payroll legislation and rated her satisfaction as 2 out of 5. The agent provided detailed information about the PCP Reinstatement Exam and sent Valerie an email with the application form and instructions for renewal.","aitm_callsummarytitle":"Renewal information provided and application sent","blocnote":"2026 Apr 30 Attempted to reach Valerie but no answer.\n2026 May 01 contact wants to renew and sent the email - NPI# 30542\n2026 May 01 contact answered, initial value Help with Complex, satisfaction rated 2, declined to provide age range\n2026 May 01 contact answered, interested in renewal, updated email valerie@directobjective.ca, renewal email sent\n2026 May 01 contact agreed to renew and email sent with renewal procedure\n2026 May 01 contact confirmed email and received renewal information - NPI# 30542\n2026 May 01 contact interested in renewal, email sent with renewal procedure\n2026 May 11 call ended with no answer, no conversation\n2026 May 11 call attempted but no answer\n2026 May 11 contact answered, answered survey, updated email, wants to renew, sent application form - NPI# 30542\n2026 May 11 contact confirmed email and requested renewal information, email sent with application form - NPI# 30542","notrenewedwanttorenew":"Yes","onesentencenotrenewed":"User expressed low satisfaction and did not indicate intent to renew.","old_int_code":"05","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","callsequence":"5 questions asked","date_of_renewal_identification":"","human_or_not":"Yes","usersentiment":"Neutral","old_do_id":"LB2505020","mini_nps":"2","initialvalue":"Stay Current","astreasonsnottorenew":"","age_range":"Preferred not to say","npi_email_2":"valerie@directobjective.cu","canceldate":"2026-02-07","canceldate3yearplus":"2029-02-06","thewithdrawaldate":"2026-02-07","retell_call_status":"ended","session_id":"call_2ce2df98620225ba294f4ee2498","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2ce2df98620225ba294f4ee2498","number_of_calls_reached":"8","thewithdrawaldate_3_years":"2029-02-07"}},"seriesid":"163"}
{"contact":{"id":"9276","email":"tharinduherft@gmail.com","first_name":"Tharindu","last_name":"Herft","phone":"6475819966","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07233","full_name":"Tharindu Herft","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-06-02","individual_id":"291080","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503453","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":"L25C07233","phone_2":"6475819966","last_act_type":"2021-04-14","pcl_status":"P","pcl_completion_date":"2021-08-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"tharinduherft@gmail.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"34182","email":"laura.pacitti@gmail.com","first_name":"Laura","last_name":"Pacitti","phone":"5142097778","orgname":"XCCommerce","customer_acct_name":"XCCommerce","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"310208","full_name":"Laura Pacitti","do_id":"L25A01171","language":"English","canceldate":"2023-04-04","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2022-02-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 Not interested\n2026 May 08 call initiated but contact did not confirm identity or engage, call ended early.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:30-04:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A01171","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2022-02-23","last_act_type":"2022-05-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"laura.pacitti@gmail.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:30-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Laura but the contact did not confirm identity or engage in the conversation. The call ended shortly after initial greetings without further discussion.","aitm_callsummarytitle":"Unsuccessful call - no engagement","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not engage or confirm identity, call ended early.","initialvalue":"Other","old_int_code":"11","astotherreasonsnottorenew":"No engagement from contact to determine reason.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_36d96f4049335df24621eb99813","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_36d96f4049335df24621eb99813","number_of_calls_reached":"1"}},"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, 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","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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","latest_paid_thru":"2026-12-31","corp_cancel_date":"2023-06-02","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"9250","email":"maureenh@checksnbalances.ca","first_name":"Maureen","last_name":"Hvidston","phone":"3069557855","orgname":"CDC Bookkeeping","customer_acct_name":"CDC Bookkeeping","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A02223","full_name":"Maureen Hvidston","language":"English","origin":"Lapsed Spring 2024","domain_1":"checksnbalances.ca","individual_id":"12188","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502435","time_zone":"3","province":"SK","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2000-02-01","cpa_certification":"PCP","members_type":"AST","new_member_date_2":"1997-04-30","no_email_solicitation":"False","pds_march":"1","cert_status":"WITHDRAWN","intcode":"05","blocnote":"May 16 2025 vm\r\nJuly 17 2025 vm\r\nLN Oct 1 2025 Number not in service at this time vm msg\n2026-05-08 Dial no answer, phone: +13069557855\n2026-05-08 Dial no answer, phone: +13063828251\n2026-05-11 Dial no answer, phone: +13069557855\n2026-05-11 Dial no answer, phone: +13063828251\n2026-05-13 Dial no answer, phone: +13069557855\n2026-05-13 Dial no answer, phone: +13063828251\n2026-05-15 Dial no answer, phone: +13069557855\n2026-05-15 Dial no answer, phone: +13063828251","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:39-04:00","organization_id":"173976","pds_july":"1","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A02223","temp_intcode_for_auto_old_int_code":"05","pds_august":"1","phone_2":"3063828251","pds_september":"1","last_infoline_date_type":"2017-06-23","last_act_type":"2024-01-31","pcl_status":"P","pcl_completion_date":"2013-09-17","pf1_status":"P","pf1_completion_date":"2013-12-18","pf2_status":"P","pf2_completion_date":"2014-11-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-08-28","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","old_int_code":"09","npi_email_temp":"maureenh@checksnbalances.ca","pcl_completion_date_5":"2018-09-17","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_03641f00ddcdefc17b127d9fbf4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_03641f00ddcdefc17b127d9fbf4","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30435","email":"guy.mercie4444444444444444r@mmbd.ca","first_name":"John","last_name":"Doe","phone":"5149922574","orgname":"","customer_acct_name":"","tags":"dummy","ip4":"127.0.0.1","fields":{"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":"Yes","npichallengesspecify":"asdfasdfasdfasdfs","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"asdfasdfasdfasdfasdf","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"asdfesdddddddddddddddddddddddddddd 13:38 q04gouv","mini_nps":"2","age_range":"18 to 30 years","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","sendapplicationform":"2025-03-10T06:16:00-04:00","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","onesentencenotrenewed":"NIET PAS BON 2e version....","othermemberbenefit":"q02i_ouv aaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa 13:39","members_type":"AST","dhmsfin_telemarketing_last_contacted_date":"2025-03-10T06:18:00-04:00","time_zone":"2","area_code":"514","lead_status":"Not Relevant","temp_intcode_for_auto_old_int_code":"1","do_id":"LB2505311","temp_do_id_for_auto_old_do_id":"LB2505311","npi_email_temp":"guy.mercie4444444444444444r@mmbd.ca"}},"seriesid":"163"}
{"contact":{"id":"33883","email":"vicki.green@merit.ca","first_name":"Vicki","last_name":"Green","phone":"4163643775","orgname":"Merit Travel Group Inc","customer_acct_name":"Merit Travel Group Inc","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"20197","full_name":"Vicki Green","do_id":"L25A00351","language":"English","canceldate":"2022-05-03","time_zone":"2","area_code":"416","extension_phone_1":"4250","members_type":"AST","new_member_date_2":"2008-03-05","lead_status":"Refused","no_email_solicitation":"False","pds_march":"10","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","cpa_certification":"PCP","intcode":"21","blocnote":"03 June 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T16:33:00-04:00","old_int_code":"12","pds_july":"10","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A00351","temp_intcode_for_auto_old_int_code":"21","pds_august":"10","phone_2":"9058234256","pds_september":"10","last_infoline_date_type":"2021-07-29","last_act_type":"2025-04-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-02-12","number_of_passed_courses":"1","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"vicki.green@merit.ca","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"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, TMAI","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":"15","blocnote":"may 16 2025 vm\r\nAug 12 2025 not time and hang up\n2026 May 08 call started, brief introduction, call ended early by user","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:31-04:00","pds_july":"5","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A00037","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:31-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Heather 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 call with Heather about lapsed membership","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"11","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_18a775a89b9b6e71b1b743d67df","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_18a775a89b9b6e71b1b743d67df","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34754","email":"khillis1972@gmail.com","first_name":"Kathi","last_name":"Hillis","phone":"5197477000","orgname":"Manulife Financial","customer_acct_name":"Manulife Financial","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"75483","full_name":"Kathi Hillis, PCP","language":"English","canceldate":"2023-07-19","time_zone":"2","area_code":"519","members_type":"CORP","new_member_date_2":"2020-08-31","lead_status":"Not Relevant","no_email_solicitation":"False","pds_march":"1","cert_status":"ACTIVE","pipeline_1_lapsed_members":"","province":"ON","cpa_certification":"PCP","organization_id":"5093","intcode":"99","blocnote":"June 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T15:52:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2505879","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","phone_2":"5195026448","old_do_id":"LB2505879","old_int_code":"6","pds_september":"1","last_infoline_date_type":"2024-02-26","last_act_type":"2026-12-01","company_paid_thru":"2027-03-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-10-11","number_of_passed_courses":"1","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"khillis1972@gmail.com","pcl_completion_date_5":"2028-10-11","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34071","email":"genevieve.vincent@solisco.com","first_name":"Genevieve","last_name":"Vincent","phone":"4183878908","orgname":"Imprimerie Solisco Inc.","customer_acct_name":"Imprimerie Solisco Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"160762","full_name":"Genevieve Vincent","do_id":"L25A00395","language":"French","canceldate":"2021-04-02","time_zone":"2","area_code":"418","extension_phone_1":"222","members_type":"AST","new_member_date_2":"2013-02-14","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"1","paid_thru":"2021-01-31","intcode":"03","blocnote":"21 aout 2025 bv\n2026 May 08 call reached automated system, no human answer, attempted to reach Genevieve","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:56-04:00","temp_do_id_for_auto_old_do_id":"L25A00395","temp_intcode_for_auto_old_int_code":"03","pds_august":"1","pds_september":"1","last_infoline_date_type":"2017-07-12","last_act_type":"2020-01-27","pcl_status":"P","pcl_completion_date":"2013-06-12","number_of_passed_courses":"1","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"genevieve.vincent@solisco.com","pcl_completion_date_5":"2018-06-12","formatted_paid_thru":"31\/01\/2021","latest_paid_thru":"2021-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:56-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call reached an automated system for Soliscope Printer, and the agent attempted to reach a person named Genevieve but did not get a response. The call ended without a conversation with a human or completion of the intended task.","aitm_callsummarytitle":"Call reached automated system, no human answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c54839bf1c3ab05f37f8bb17579","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c54839bf1c3ab05f37f8bb17579","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33751","email":"jarmaigne09@gmail.com","first_name":"Jarmaigne","last_name":"Rosario","phone":"","orgname":"Extendicare","customer_acct_name":"Extendicare","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"301909","full_name":"Jarmaigne Del Rosario, PCP","members_type":"PRO","new_member_date_2":"2025-04-08","city_1":"Toronto","province":"ON","language":"English","phone_2":"6478187107","date_of_renewal_identification":"2025-10-08","pipeline_2_members_only_ast":"","time_zone":"2","area_code":"647","last_engaged_date":"2025-08-01","blocnote":"16 May 2925 VM","dhmsfin_telemarketing_last_contacted_date":"2025-05-16T13:14:00-04:00","intcode":"06","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02231","lead_status":"Not Relevant","paid_thru":"2026-03-31","temp_do_id_for_auto_old_do_id":"LB2505530","temp_intcode_for_auto_old_int_code":"6","cpa_certification":"PCP","last_infoline_date_type":"2026-01-15","last_act_type":"2026-04-14","pcl_status":"P","pcl_completion_date":"2021-09-14","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":"2025-04-08","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"jarmaigne09@gmail.com","organization_id":"46783","pcl_completion_date_5":"2026-09-14","formatted_paid_thru":"31\/10\/2026","company_paid_thru":"2026-10-31","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30563","email":"info@abc.com","first_name":"Guy","last_name":"Mercier TRUMP","phone":"5149922574","orgname":"","customer_acct_name":"","tags":"dummy","ip4":"127.0.0.1","fields":{"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","npichallenges":"Yes 53","npichallengesspecify":"Yes 54","expectationsnotmet":"Yes 55","expectationsnotmetspecify":"Yes 56","membershipcost":"Yes 57","membershipcostspecify":"Yes 58","npivaluenotdelivered":"Yes 59","npivaluenotdeliveredspecify":"Yes 60","careerchange":"Yes 61","careerchangespecify":"No 62","hardtoparticipateevents":"No 63","hardtoparticipateeventsspecify":"No 64","engagingstrategiesspecify":"No 65","mini_nps":"5","age_range":"No 68","selfpayrollproficiency":"No 69","notrenewedcpehard":"No 71","notrenewedoutofbusiness":"No 72","notrenewedacquired":"No 73","notrenewedbudget":"No 74","notrenewedoutsourced":"No 75","intcode":"00","onesentencenotrenewed":"","sendapplicationform":"","time_zone":"2","area_code":"514","lead_status":"Not Relevant","temp_intcode_for_auto_old_int_code":"00","do_id":"LB2505460","temp_do_id_for_auto_old_do_id":"LB2505460","npi_email_temp":"info@abc.com","regular_email_change_date":"2026-05-03T11:27:06-04:00","npi_email_2":"info2@mmbd.com","phone_2":"","extension_phone_1":"","email2":"","blocnote":"","full_name_2":" ","dhmsfin_telemarketing_last_contacted_date":"","resourceaware":"Yes","resourcevisitedselfreport":"More than a year","old_int_code":"06","sendcandapplicationform":"2026-04-30T17:37:00-04:00","sendaigeneral":"2026-04-30T17:37:00-04:00","sendaiemail":"2026-04-30T17:37:34-04:00","sendaidate":"2026-04-30T17:37:35-04:00","last_engaged_date":"2026-04-30","testimonial":"asdfa","renewal_refusal_reasons":""}},"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, TMAI","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":"0","blocnote":"June 4 2025 line busy\r\nAug 28 2025 line busy\n2026-05-08 invalid phone destination, phone: +15147354251","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:26-04:00","pds_july":"14","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A00382","temp_intcode_for_auto_old_int_code":"08","pds_august":"14","pds_september":"14","last_infoline_date_type":"2021-09-02","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","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:26-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_9995cd54fdbf97fbeffa4ed03cc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9995cd54fdbf97fbeffa4ed03cc","phone_2":"5144221117"}},"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, TMAI","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":"06","blocnote":"03 June 2025 VM\r\nLN \/ 15 September 2025 Survey completed\n2026 May 08 call intercepted by automated system and operator, no contact reached\n2026 May 11 contact requested callback at 12:00\n2026 May 11 call reached voicemail, no human answered\n2026 May 11 call reached Meadowlake Housing Authority automated system and operator\n2026 May 13 call reached automated system, no human contact\n2026 May 15 voicemail reached, no direct contact with Raquel\n2026 May 15 call transferred to operator, unclear if Raquel was reached\n2026 May 19 call reached automated system at Meadowlake Housing Authority, no human reached\n2026 May 21 call reached voicemail, no direct contact made\n2026 May 21 call reached voicemail, message left.\n2026 May 25 call reached voicemail, no message left.\n2026 May 25 call reached voicemail, no contact with Raquel","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:25:43-04:00","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":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Basic","temp_do_id_for_auto_old_do_id":"L25A00857","temp_intcode_for_auto_old_int_code":"06","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","latest_paid_thru":"2023-06-30","called_by":"Tri","aitm_status_called":"2026-05-25T11:42:06-04:00","number_of_call_attempts":"4","number_of_total_call_attempts":"13","npi_transcriptsummary":"The call reached a voicemail system for Meadowlake Housing Authority, and the agent was unable to speak with Raquel as she was unavailable to answer at the moment. No further conversation or actions were completed during the call.","aitm_callsummarytitle":"Voicemail reached, no contact","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"03","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_503091028bb02a280bd8de2d22f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_503091028bb02a280bd8de2d22f","number_of_calls_reached":"5","npi_call_back_date_and_time":"2026-05-11T12:00:00-04:00","npi_call_back_time_hour":"12","npi_call_back_time_minute":"00","onesentencenotrenewed":"Call reached voicemail, no conversation occurred.","initialvalue":"Other","othermemberbenefit":"No interaction to determine.","astotherreasonsnottorenew":"Call reached voicemail, no interaction with contact."}},"seriesid":"163"}
{"contact":{"id":"33620","email":"escobar.wce@gmail.com","first_name":"Wendy","last_name":"Escobar-Chacon","phone":"4164915050","orgname":"","customer_acct_name":"","tags":"WR250625","ip4":"10.13.138.61","fields":{"individual_id":"276259","full_name":"Wendy Escobar-Chacon, PCP","members_type":"PRO","lead_status":"Not Relevant","new_member_date_2":"2024-02-01","city_1":"Toronto","time_zone":"2","province":"ON","language":"English","phone_2":"6478653706","pipeline_1_lapsed_members":"","blocnote":"ID DO 276259\r\nis different than ID TMC: 33620","dhmsfin_telemarketing_last_contacted_date":"2025-07-18T10:56:00-04:00","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","old_do_id":"AST03162","found":"DO4 Phone","date_of_renewal_identification":"2026-04-11","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"AST03162","temp_intcode_for_auto_old_int_code":"99","old_int_code":"24","last_act_type":"2026-02-04","pcl_status":"P","pcl_completion_date":"2019-08-19","pf1_status":"P","pf1_completion_date":"2020-04-19","pf2_status":"P","pf2_completion_date":"2024-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-06-14","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"escobar.wce@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-02","ai_entered_date":"2026-04-11","telemarketing_call_date":"2025-07-18","pcl_completion_date_5":"2024-08-19","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"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, TMAI","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":"15","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 She doesn't work there anymore\n2026 May 08 call answered by automated system, no human reached.\n2026 May 08 call disconnected early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:21-04:00","pds_july":"14","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00588","old_int_code":"06","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was very brief and disconnected shortly after initiation without meaningful conversation or confirmation of the contact's identity.","aitm_callsummarytitle":"Call disconnected early without conversation","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not engage; call answered by automated system.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Call answered by automated system, no human interaction.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5b8148fc9f7436617816a16f6d4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5b8148fc9f7436617816a16f6d4","number_of_calls_reached":"1"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"117982","full_name":"Jackee Denney","members_type":"AST","lead_status":"Refused","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":"Refused Lapsed","canceldate":"2008-05-16","cpa_certification":"CPM","cert_status":"WITHDRAWN_CPE","intcode":"01","blocnote":"16 April 2025 VM\r\n24 April 2025 VM\r\n03 September 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 contact declined renewal due to retirement","pds_july":"10","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:50-04:00","temp_do_id_for_auto_old_do_id":"L25A02613","temp_intcode_for_auto_old_int_code":"01","pds_august":"10","old_do_id":"L25A02613","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","called_by":"Tri","aitm_status_called":"2026-05-08T13:41:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Jackee to discuss her lapsed Associate membership with the National Payroll Institute. Jackee shared her reasons for joining, rated her satisfaction as a 5, and declined to renew due to recent retirement. The call ended politely with no renewal.","aitm_callsummarytitle":"Membership Renewal Declined Due to Retirement","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_39506f1bafb322f174b660ef462","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_39506f1bafb322f174b660ef462","mini_nps":"5","onesentencenotrenewed":"Recently retired from work, so will no longer be working.","initialvalue":"Designation","age_range":"46-60","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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":{"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":"2023-12-10","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","latest_paid_thru":"2025-02-28"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"276611","full_name":"Agnes Regine Canhadas Vargas","language":"English","canceldate":"2024-09-30","time_zone":"2","area_code":"438","members_type":"AST","new_member_date_2":"2023-10-11","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"QC","intcode":"01","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 contact declined renewal, no longer wants to work with payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:33-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A00976","temp_intcode_for_auto_old_int_code":"01","phone_2":"4388806744","last_act_type":"2024-03-09","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","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent spoke with Agnes regarding her lapsed Associate membership with the National Payroll Institute. Agnes answered survey questions about her initial reason for joining, satisfaction, and age range, but declined to renew her membership, stating she no longer wants to work with payroll. The call ended politely with no further action taken.","aitm_callsummarytitle":"Membership Non-Renewal Call with Agnes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b4a4d44bfdbb83d88991e9316fb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b4a4d44bfdbb83d88991e9316fb","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Because I don't want to work with payroll anymore.","initialvalue":"Stay Current","age_range":"31-45","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00976","number_of_calls_reached":"1"}},"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, TMAI","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":"15","blocnote":"june 2 2025 vm hang up\n2026 May 08 call started, agent introduced self and membership lapse, call ended abruptly","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:56-04:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25A00834","temp_intcode_for_auto_old_int_code":"15","phone_2":"2269361519","last_infoline_date_type":"2020-03-12","last_act_type":"2021-07-04","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","latest_paid_thru":"2021-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:56-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Jolene and introduced herself, mentioning the lapsed Associate membership and the intent to ask a few questions. The call was very brief and ended abruptly without further conversation or survey questions.","aitm_callsummarytitle":"Brief introduction, call ended abruptly","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"11","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ae81a873b214135dff770724129","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ae81a873b214135dff770724129","number_of_calls_reached":"1"}},"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":"2025-04-03","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"31096","email":"croy@accueilfrancophone.com","first_name":"Chantal","last_name":"Roy","phone":"8076841940","orgname":"L'Accueil Francophone de Thunder Bay","customer_acct_name":"L'Accueil Francophone de Thunder Bay","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"full_name":"Chantal Roy","lead_status":"Lapsed Member","members_type":"AST","city_1":"Ontario","province":"ON","do_id":"L25A02961","pipeline_2_members_only_ast":"","new_member_date_2":"2025-02-13","no_email_solicitation":"False","time_zone":"2","language":"French","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"347493","sendjulyemail":"2025-07-16T10:53:00-04:00","blocnote":"ai.en conge jusqu'au mois de d\u00e9cembre\n2026 May 08 contact wants to renew and sent the email - NPI# 31096","sendmayemail":"2025-07-16T10:53:00-04:00","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"Last 7 days","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","intcode":"02","full_name_2":" ","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25A02961","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2025-02-13","telemarketing_call_date":"2025-11-13","number_of_passed_courses":"0","old_int_code":"06","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:40-05:00","last_engaged_date":"2025-12-01","npi_email_temp":"croy@accueilfrancophone.com","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST1880","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:58-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","sendapplicationform":"2026-05-08T10:59:00-04:00","npi_transcriptsummary":"The agent contacted Chantal Roy regarding her lapsed Associate membership with the National Payroll Institute. Chantal confirmed her email address and requested the application form to be sent, which the agent did. The agent then asked and received answers to survey questions about her membership experience and satisfaction.","aitm_callsummarytitle":"Membership Renewal and Survey Completion","notrenewedwanttorenew":"Yes","mini_nps":"4","initialvalue":"Help with Complex","age_range":"46-60","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_3f960ad45d41979acde7fe896e4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3f960ad45d41979acde7fe896e4","number_of_calls_reached":"1"}},"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":"2022-01-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shay.gant@lr.org","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"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":"10","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","old_int_code":"06","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25A00877","temp_intcode_for_auto_old_int_code":"10","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","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:41:47-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called Svetlana to discuss her lapsed Associate membership with the National Payroll Institute. Svetlana was unavailable to talk and requested a callback on Wednesday, May 13, 2026, at 10:06 AM. The agent confirmed the callback and ended the call politely.","aitm_callsummarytitle":"Callback Scheduled for Membership Renewal Discussion","blocnote":"2026 May 08 call reached voicemail, no contact with Svetlana.\n2026 May 08 contact requested callback on May 13 at 10:06, unavailable to discuss renewal - NPI# not provided","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact is currently in a meeting and unable to discuss renewal; requested a callback.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact was unavailable to discuss renewal and requested a callback.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8177309721de71dc6246d7aca78","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8177309721de71dc6246d7aca78","npi_call_back_date_and_time":"2026-05-13T10:06:00-04:00","npi_call_back_time_hour":"10","npi_call_back_time_minute":"06"}},"seriesid":"163"}
{"contact":{"id":"35008","email":"m.fleurent@gmail.com","first_name":"Melissa","last_name":"Fleurent","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Melissa Fleurent","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"518","members_type":"CAND","do_id":"L25C01425","new_member_date_2":"2021-01-28","phone_2":"5183530235","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"296781","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01425","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-24","pcl_status":"P","pcl_completion_date":"2021-05-03","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"m.fleurent@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"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","latest_paid_thru":"2022-01-31","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34159","email":"shelley.zeibari@hotmail.ca","first_name":"Shelley","last_name":"Zeibari","phone":"5194273216","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"265091","full_name":"Shelley Zeibari","do_id":"L25A00935","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2018-07-17","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","blocnote":"june 5 2025 completed\n2026 May 08 call started but ended early after introduction","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:29-04:00","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":"Yes","membershipcostspecify":"It was very expensive and I as able to get the information elsewhere","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","intcode":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A00935","temp_intcode_for_auto_old_int_code":"15","last_conf_date_type":"2023-07-12","last_act_type":"2023-01-06","pcl_status":"F","pcl_completion_date":"2019-10-06","pf1_status":"F","pf1_completion_date":"2019-11-21","pf2_status":"F","pf2_completion_date":"2019-10-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shelley.zeibari@hotmail.ca","pcl_completion_date_5":"2024-10-06","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:29-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Shelley 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.","aitm_callsummarytitle":"Brief call with Shelley about lapsed membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_333b94b26d75dafba3c87e23845","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_333b94b26d75dafba3c87e23845","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34143","email":"msherrington@melocheinc.com","first_name":"Melinda","last_name":"Sherrington","phone":"4503714646","orgname":"Groupe Meloche","customer_acct_name":"Groupe Meloche","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"240192","full_name":"Melinda Sherrington","do_id":"L25A00412","language":"French","canceldate":"2023-10-03","time_zone":"2","area_code":"450","extension_phone_1":"109","members_type":"AST","new_member_date_2":"2022-08-16","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2023-07-31","intcode":"06","blocnote":"21 aout 2025 bv\n2026 May 08 call reached voicemail, message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","temp_do_id_for_auto_old_do_id":"L25A00412","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-07-03","last_act_type":"2023-07-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"msherrington@melocheinc.com","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Melinda Sherrington at Melos Group. The call reached voicemail, and the agent left a message as Melinda was unavailable. No conversation with the contact 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","session_id":"call_6f42694b3dcfc17bf692d0eefd3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6f42694b3dcfc17bf692d0eefd3"}},"seriesid":"163"}
{"contact":{"id":"9131","email":"marlene.mccourt@engineerscanada.ca","first_name":"Marlene","last_name":"McCourt","phone":"6132322474","orgname":"Engineers Canada","customer_acct_name":"Engineers 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":"L25O01525","extension_phone_1":"239","full_name":"Marlene McCourt","language":"English","origin":"Lapsed Spring 2024","domain_1":"engineerscanada.ca","individual_id":"125441","area_code":"613","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502332","time_zone":"2","province":"ON","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"12 March 2025 VM\r\n20 March 2025 VM\r\n01 April 2025 VM  Apr 4 2025 vm\r\nApr 17 2025 vm  May 8 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:37:00-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25O01525","temp_intcode_for_auto_old_int_code":"6","organization_id":"33562","pds_august":"3","pds_september":"3","last_act_type":"2023-10-11","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"marlene.mccourt@engineerscanada.ca","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33667","email":"catherine_huet@hotmail.fr","first_name":"Catherine","last_name":"Huet","phone":"4388881634","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"322050","full_name":"Catherine Huet","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-02-23","city_1":"L'Assomption","time_zone":"2","province":"QC","language":"French","phone_2":"4388881634","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00627","last_infoline_date_type":"2025-12-03","last_act_type":"2025-12-03","pcl_status":"P","pcl_completion_date":"2023-07-11","pf1_status":"F","pf1_completion_date":"2024-05-23","number_of_passed_courses":"1","intcode":"21","blocnote":"tlnc. 6 nov 2025 bv\r\n18  nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T11:16:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"catherine_huet@hotmail.fr","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00627","pcl_completion_date_5":"2028-07-11","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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, TMAI","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":"0","blocnote":"number not in service\n2026 May 08 contact answered but Kim not found at this number.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:47-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25A00819","temp_intcode_for_auto_old_int_code":"08","phone_2":"8888860260","last_infoline_date_type":"2018-06-11","last_act_type":"2021-04-05","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","latest_paid_thru":"2022-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Kim but was informed that Kim does not work at the number called. The agent asked for updated contact information but the call ended shortly after without obtaining it.","aitm_callsummarytitle":"Contact Not Found - Kim No Longer at Number","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact informed that Kim does not work at this number and no further information was provided.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not reachable at this number; Kim no longer works here.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_007180b0f572bbcf170bf7e2a36","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_007180b0f572bbcf170bf7e2a36","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33855","email":"adhyasha7@gmail.com","first_name":"Sharmila","last_name":"Adhya","phone":"4372208413","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"290148","full_name":"Sharmila Adhya","do_id":"L25A01349","language":"English","canceldate":"2021-09-02","time_zone":"2","area_code":"437","members_type":"AST","new_member_date_2":"2020-07-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"june 3 2025 vm  Sept 5 2025 vm\n2026 May 08 brief contact with Sharmila, call ended quickly - voicemail reached\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 brief call with Sharmila, informed about lapsed membership, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:45-04:00","paid_thru":"2021-06-30","temp_do_id_for_auto_old_do_id":"L25A01349","temp_intcode_for_auto_old_int_code":"15","phone_2":"4372208413","last_act_type":"2020-07-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"adhyasha7@gmail.com","formatted_paid_thru":"30\/06\/2021","latest_paid_thru":"2021-06-30","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent reached Sharmila and introduced herself, informing her about the lapse of her Associate membership with the National Payroll Institute. The call was very brief and ended shortly after the introduction without further discussion or actions.","aitm_callsummarytitle":"Brief introduction about lapsed membership","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"User did not engage in renewal discussion and ended call quickly.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ae04bb8bac888c3e296878e8832","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ae04bb8bac888c3e296878e8832","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30306","email":"anim@vegroup.net","first_name":"Anim","last_name":"Mohammed","phone":"2896481850","orgname":"Audio Visual Furniture International Inc.","customer_acct_name":"Audio Visual Furniture International 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":"L25O00300","individual_id":"308206","full_name":"Anim Mohammed","extension_phone_1":"237","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":"2025-12-11T15:58:00-05:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25O00300","temp_intcode_for_auto_old_int_code":"6","province":"ON","organization_id":"308153","last_act_type":"2023-11-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"anim@vegroup.net","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"30267","email":"jane@tvr.ca","first_name":"Jane","last_name":"Donchi","phone":"2503721335","orgname":"Thompson Valley Restoration Ltd.","customer_acct_name":"Thompson Valley Restoration Ltd.","tags":"250213 Lapsed, 250213 Lapsed AST, NPIdealed, 250813 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A00070","full_name":"Jane Donchi","members_type":"AST","language":"English","time_zone":"5","lead_status":"Lapsed Member","new_member_date_2":"2020-01-07","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"280815","canceldate":"2021-03-02","no_email_solicitation":"FALSE","province":"BC","intcode":"06","blocnote":"May 28 2025 line busy\r\nAug 12 2025 number not in service\n2026-05-08 invalid phone destination, phone: +12503721335\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 invalid phone destination, phone: +12503721335\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 invalid phone destination, phone: +12503721335\n2026 May 13 call reached voicemail, no contact made\n2026-05-15 invalid phone destination, phone: +12503721335\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","pipeline_2_members_only_ast":"","paid_thru":"2020-12-31","notrenewedother":"Phone cannot be recovered","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A00070","temp_intcode_for_auto_old_int_code":"06","phone_2":"2502993966","last_act_type":"2020-07-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jane@tvr.ca","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:30-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f499f8ffe4dfdd48c9d21edcac6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f499f8ffe4dfdd48c9d21edcac6","npi_transcriptsummary":"The call was not answered by the intended contact and went to voicemail. No conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
{"contact":{"id":"34125","email":"ruth.robin@bentleygroup.com","first_name":"Ruth","last_name":"Robin","phone":"5146416175","orgname":"Bentley and Co Lt\u00e9","customer_acct_name":"Bentley and Co Lt\u00e9","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"307194","full_name":"Ruth Robin","do_id":"L25A01158","language":"English","canceldate":"2023-01-05","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2021-11-12","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"15","blocnote":"June 4 2025 vm\n2026 May 08 call ended due to inactivity without contact confirmation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A01158","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2021-11-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ruth.robin@bentleygroup.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Ruth but did not receive a clear response. The call ended due to inactivity without further conversation or task completion.","aitm_callsummarytitle":"Unsuccessful call - no contact confirmation","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No response from contact to proceed with renewal or survey.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"6","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_819ddc0b761fcd455e5c904d827","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_819ddc0b761fcd455e5c904d827","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35133","email":"jonalyn01vizcarra@gmail.com","first_name":"Jonalyn","last_name":"Gonzales","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jonalyn Gonzales","language":"English","canceldate":"2023-08-02","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C00936","new_member_date_2":"2019-06-19","phone_2":"2049146305","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"276686","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C00936","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-19","pcl_status":"P","pcl_completion_date":"2019-09-30","pf1_status":"P","pf1_completion_date":"2020-03-15","pf2_status":"P","pf2_completion_date":"2020-09-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"jonalyn01vizcarra@gmail.com","pcl_completion_date_5":"2024-09-30","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"30335","email":"sonjaclark@fb.com","first_name":"Sonja","last_name":"Clark","phone":"6507094896","orgname":"Facebook","customer_acct_name":"Facebook","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00394","individual_id":"296670","full_name":"Sonja Clark","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":"2025-11-12T16:51:00-05:00","province":"TX","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00394","temp_intcode_for_auto_old_int_code":"6","organization_id":"255798","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sonjaclark@fb.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33627","email":"santhanam.madhu.25@gmail.com","first_name":"Jayalakshmi","last_name":"Harikrishnan","phone":"4167469044","orgname":"Sovereign Consulting Inc.","customer_acct_name":"Sovereign Consulting Inc.","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"323918","full_name":"Jayalakshmi Harikrishnan","members_type":"CAND","do_id":"L25C00587","lead_status":"Refused","new_member_date_2":"2024-02-07","city_1":"Mississauga","time_zone":"2","province":"ON","language":"English","phone_2":"6473359180","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"16 April 2025 VM  24 April 2025 Not working there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-04-24T10:14:00-04:00","canceldate":"2025-04-02","intcode":"21","old_do_id":"12","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00587","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-06","pcl_status":"P","pcl_completion_date":"2024-04-23","pf1_status":"F","pf1_completion_date":"2024-08-21","pf2_status":"P","pf2_completion_date":"2023-07-16","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"santhanam.madhu.25@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"9023","email":"annalie.vdwalt@gmail.com","first_name":"Annalie","last_name":"Walt","phone":"9057121100","orgname":"Facility Plus","customer_acct_name":"Facility Plus","tags":"CSV imported, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"LB2501194","province":"ON","full_name":"Annalie Van Der Walt","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-02-02","individual_id":"185218","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"CNPIRETP00077","time_zone":"2","members_type":"PRO","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-02-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"07","blocnote":"May 14 2025 not available\r\nJuly 16 2025 not available\r\nLN Sept 29 2025 not available","dhmsfin_telemarketing_last_contacted_date":"2025-09-29T11:12:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pds_july":"4","paid_thru":"2021-11-30","new_member_date_2":"2011-08-29","temp_do_id_for_auto_old_do_id":"LB2501194","temp_intcode_for_auto_old_int_code":"7","pds_august":"4","phone_2":"9058179806","pds_september":"4","last_act_type":"2022-03-05","pcl_status":"P","pcl_completion_date":"2011-07-07","pf1_status":"P","pf1_completion_date":"2011-08-05","pf2_status":"P","pf2_completion_date":"2011-08-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-09-01","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"annalie.vdwalt@gmail.com","pcl_completion_date_5":"2016-07-07","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"9162","email":"annaliuy@yahoo.ca","first_name":"Yan","last_name":"Liu","phone":"7786280317","orgname":"","customer_acct_name":"","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"do_id":"L25P02443","full_name":"Yan Liu","language":"English","origin":"Lapsed Spring 2024","individual_id":"249935","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503928","members_type":"PRO","province":"BC","area_code":"778","time_zone":"5","phone_2":"7786280317","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-03-02","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\n05 May 2025 VM\r\n04 September 2025 VM\r\nLN \/ 06 November 2025 VM\n2026 May 12 call reached uninitialized voicemail, no contact made\n2026 May 12 call reached voicemail after brief exchange\n2026 May 14 - Reached uninitialized voicemail service; no contact made\n2026 May 14 - Reached voicemail; no contact made\n2026 May 19 call reached voicemail\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail\n2026 May 21 call reached voicemail, no contact made","pds_july":"1","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:11-04:00","new_member_date_2":"2017-01-24","temp_do_id_for_auto_old_do_id":"L25P02443","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_conf_date_type":"2020-06-17","last_act_type":"2024-05-31","pcl_status":"P","pcl_completion_date":"2017-04-16","pf1_status":"P","pf1_completion_date":"2018-07-16","pf2_status":"P","pf2_completion_date":"2018-10-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-12-03","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"annaliuy@yahoo.ca","pcl_completion_date_5":"2022-04-16","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-21T12:52:04-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was made to the contact but was forwarded to voicemail and no conversation took place.","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","session_id":"call_a800e66d4bc6e7415be2b8c31df","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a800e66d4bc6e7415be2b8c31df","mini_nps":"3","onesentencenotrenewed":"No response; voicemail reached.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Voicemail reached; no reason provided","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"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","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":"2025-12-17","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","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","latest_paid_thru":"2026-11-30"}},"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, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"Ongoing member received a call and awaits to the next call","sendpreexpirationemail":"2026-05-04T13:27:00-04:00","blocnote":"May 4 2026 completed with renewal ( she already renewed) sent email for the webinars)","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T13:27:00-04:00","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":"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":"2027-02-28","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":"2026-04-28","last_act_type":"2026-04-28","telemarketing_call_date":"2026-05-04","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":"N\/A","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\/2027","latest_paid_thru":"2027-02-28","date_of_renewal_identification":"2026-05-01","renewal_refusal_reasons":""}},"seriesid":"163"}
{"contact":{"id":"33979","email":"mfrench@deltacedar.com","first_name":"Marilyn","last_name":"French","phone":"6045899006","orgname":"Delta Cedar Specialties Ltd.","customer_acct_name":"Delta Cedar Specialties Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","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":"0","blocnote":"june 3 2025 she is only reachable through email\n2026 May 08 reached Kim who took over Marilyn's position; unable to answer questions\n2026 May 11 agent spoke with Kim, Marilyn not available, asked for callback time\n2026 May 13 contact not reached, Marilyn no longer at this number","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:08:28-04:00","pds_july":"1","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00624","temp_intcode_for_auto_old_int_code":"08","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","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-13T14:08:28-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called asking for Marilyn French but was informed by Kim that Marilyn is no longer at that number. The agent asked if Kim could provide Marilyn's new contact information, but the call ended shortly after without further information.","aitm_callsummarytitle":"Contact Not Available - Marilyn No Longer 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","session_id":"call_bd7cf5dcc5a36178a47d07fd030","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bd7cf5dcc5a36178a47d07fd030","number_of_calls_reached":"3","phone_2":"6045833818"}},"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":"2024-10-01","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","latest_paid_thru":"2024-12-31"}},"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, TMAI","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":"07","blocnote":"30 May 2025 VM\r\n10 September 2025 Busy\r\nLN \/ 11 December 2025 VM\n2026-05-25 dial busy, phone:  +17789288909\n2026-05-25 dial busy, phone:  +17789288909","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:07-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00282","temp_intcode_for_auto_old_int_code":"07","last_act_type":"2025-02-06","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","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-25T14:27:07-04:00","number_of_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"6","retell_call_status":"not_connected","session_id":"call_a7d7e1906cec360b17204dfe679","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a7d7e1906cec360b17204dfe679","number_of_total_call_attempts":"2"}},"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"9179","email":"hannahshane5397@gmail.com","first_name":"Hannah","last_name":"Esteban","phone":"6476741876","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":"Hannah Shane Esteban","language":"English","origin":"Lapsed Spring 2024","individual_id":"291250","region":"CDN","lead_status":"Refused","old_do_id":"L25C06351","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6476741876","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","intcode":"21","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 3 2025 vm\r\nLNC Dec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T10:20:00-05:00","paid_thru":"2024-01-31","new_member_date_2":"2023-02-14","temp_do_id_for_auto_old_do_id":"L25C06351","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-21","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"F","pf1_completion_date":"2023-08-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-09-29","number_of_passed_courses":"2","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","npi_email_temp":"hannahshane5397@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"6","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"29449","email":"nicolecdolbec@gmail.com","first_name":"Nicole","last_name":"Dolbec","phone":"7058888827","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, Member portal, Breaking News, 250205 AST Members, TMAI","ip4":"10.13.132.70","fields":{"full_name":"Nicole Dolbec","members_type":"AST","city_1":"Rockwood","province":"ON","language":"English","phone_2":"7058888827","new_member_date_2":"2025-03-19","pipeline_2_members_only_ast":"","sendpreexpirationemail":"2025-03-20T11:37:00-04:00","blocnote":"20 March 2025 Completed and renewed -  want to receive e-mails of the breaking news -\n2026 May 08 call reached voicemail\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:43-04:00","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":"2025-10-03","late_breaking_payroll_news_march":"3","last_login_date":"2025-05-13T14:33:19-04:00","area_code":"705","time_zone":"2","individual_id":"249467","member_may":"10","intcode":"06","old_int_code":"99","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"AST2731","nonactive_reason":"AST->CAND\/PRO","lead_status":"Lapsed Member","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25A03070","temp_intcode_for_auto_old_int_code":"06","pipeline_1_lapsed_members":"Lapsed Members","last_infoline_date_type":"2023-08-09","last_act_type":"2025-07-05","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2023-04-23","pf1_status":"P","pf1_completion_date":"2017-04-09","pf2_status":"F","pf2_completion_date":"2018-08-12","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"L25A03070","npi_email_temp":"nicolecdolbec@gmail.com","ai_entered_date":"2026-01-26","apx_entered_date":"2026-01-26","pcl_completion_date_5":"2028-04-23","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","ln_entered_date":"2026-05-03","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:45-04:00","number_of_call_attempts":"8","number_of_total_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","session_id":"call_00b6890784fd48087049acb6bc0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_00b6890784fd48087049acb6bc0"}},"seriesid":"163"}
{"contact":{"id":"30621","email":"5675291@gmail.com","first_name":"Lin","last_name":"Niu","phone":"4165675291","orgname":"Lin Niu","customer_acct_name":"Lin Niu","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"288843","full_name":"Lin Niu","members_type":"CAND","do_id":"L25C00177","city_1":"Toronto","province":"ON","language":"English","phone_2":"4165675291","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2020-05-22","area_code":"416","time_zone":"2","blocnote":"April 15 2025 She said she was in a meeting and nor interested Refused","dhmsfin_telemarketing_last_contacted_date":"2025-04-15T14:44:00-04:00","intcode":"21","canceldate":"2025-03-04","onesentencenotrenewed":"CAND Reached 3 years","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00177","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-19","pcl_status":"F","pcl_completion_date":"2024-04-23","pf1_status":"F","pf1_completion_date":"2023-05-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"5675291@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"35182","email":"ezma0619@yahoo.com","first_name":"Fatima","last_name":"Lim","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Fatima Lim","language":"English","canceldate":"2023-09-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02695","new_member_date_2":"2022-07-25","phone_2":"7802840852","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314928","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02695","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-08","pcl_status":"P","pcl_completion_date":"2022-10-24","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2023-02-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ezma0619@yahoo.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"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, TMAI","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\n2026 May 08 contact answered but was busy and requested callback","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","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","latest_paid_thru":"2022-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:58-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Hiba and informed her about the lapsed Associate membership, but Hiba indicated she was very busy and preferred a callback. The agent acknowledged and ended the call after scheduling a future callback time was not explicitly set.","aitm_callsummarytitle":"Contact Busy, Callback Requested","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4b28b9d09964585c93110acf255","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4b28b9d09964585c93110acf255","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33936","email":"sylvie.tremblay@longueuil.quebec","first_name":"Sylvie","last_name":"Tremblay","phone":"4504637100","orgname":"Ville de Longueuil","customer_acct_name":"Ville de Longueuil","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"174670","full_name":"Sylvie Tremblay","do_id":"L25A00363","language":"French","canceldate":"2024-08-02","time_zone":"2","area_code":"450","extension_phone_1":"4313","members_type":"AST","new_member_date_2":"2019-06-06","lead_status":"Lapsed Member","no_email_solicitation":"True","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-05-31","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:52-04:00","temp_do_id_for_auto_old_do_id":"L25A00363","temp_intcode_for_auto_old_int_code":"15","phone_2":"5149108235","last_infoline_date_type":"2019-12-13","last_act_type":"2023-05-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sylvie.tremblay@longueuil.quebec","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:52-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was initiated and a digit was pressed using the calling tool, but there was no conversation with the contact. The call ended shortly after without any interaction.","aitm_callsummarytitle":"Call initiated but no contact interaction","blocnote":"2026 May 08 call initiated, digit pressed, no contact interaction","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"16","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d633a472570846b898a6e9cd336","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d633a472570846b898a6e9cd336","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2022-03-31"}},"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":"260522 Lapsed DEL","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":"2026-04-05","last_infoline_date_type":"2023-10-16","company_paid_thru":"2026-09-30","number_of_passed_courses":"4","date_of_renewal_identification":"2026-05-28","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","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34739","email":"tanbooks@yahoo.ca","first_name":"Tanya","last_name":"Holowaty","phone":"4035262835","orgname":"Medicine Hat Refrigeration","customer_acct_name":"Medicine Hat Refrigeration","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"71597","full_name":"Tanya Holowaty","do_id":"L25A00560","language":"English","canceldate":"2024-04-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2023-02-08","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","cpa_certification":"PCP","intcode":"16","blocnote":"June 10 2025 She no longer works there\n2026 May 08 called Refrigeration, Tanya Holowaty no longer works there, asked for new contact info","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:51-04:00","old_int_code":"08","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A00560","temp_intcode_for_auto_old_int_code":"16","phone_2":"4035813211","last_act_type":"2023-06-02","pf2_status":"P","pf2_completion_date":"2008-02-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2006-03-30","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"tanbooks@yahoo.ca","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:51-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Refrigeration to reach Tanya Holowaty but was informed that she no longer works there. The agent asked for new contact information but the call ended shortly after without obtaining it.","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","session_id":"call_042dd42755f90c65060e2ff8302","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_042dd42755f90c65060e2ff8302","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"9764","email":"valberta70@yahoo.ca","first_name":"Valerie","last_name":"Ebertz","phone":"7806244911","orgname":"Advanced Paramedic","customer_acct_name":"Advanced Paramedic","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07061","province":"AB","full_name":"Valerie Ebertz","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-10-04","individual_id":"304295","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500325","time_zone":"4","members_type":"CAND","phone_2":"6395361249","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T12:03:00-05:00","old_int_code":"12","canceldate":"2022-10-04","paid_thru":"2022-07-31","new_member_date_2":"2021-08-26","temp_do_id_for_auto_old_do_id":"L25C07061","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-08-25","pcl_status":"F","pcl_completion_date":"2021-12-12","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"valberta70@yahoo.ca","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"contact":{"id":"34735","email":"angelique@autobusbeauregard.com","first_name":"Ang\u00e9lique","last_name":"Beauregard","phone":"4504672571","orgname":"Les Autobus Beauregard Inc.","customer_acct_name":"Les Autobus Beauregard Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"329262","full_name":"Ang\u00e9lique Beauregard","do_id":"L25A01310","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"450","members_type":"AST","new_member_date_2":"2023-09-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","blocnote":"June 11 2025 not intrested\n2026 May 08 call disconnected early with no clear conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:51-04:00","intcode":"15","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A01310","temp_intcode_for_auto_old_int_code":"15","phone_2":"5148317095","last_infoline_date_type":"2024-11-04","last_act_type":"2024-11-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"angelique@autobusbeauregard.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:51-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief with mostly inaudible speech and no clear conversation. The agent attempted to confirm the contact's identity but received no response before the call ended.","aitm_callsummarytitle":"Unanswered brief call with no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"11","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_774e77045551f98b1d2ae2c03a2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_774e77045551f98b1d2ae2c03a2","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34879","email":"rmacpherson@bluewaterpower.com","first_name":"Rebecca","last_name":"MacPherson","phone":"5193378201","orgname":"Bluewater Power Distribution","customer_acct_name":"Bluewater Power Distribution","tags":"CSV imported, NPIdealed, 250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"origin":"2023 lapsed Members","lapsed_expiration_date":"2022-04-02","region":"CDN","old_do_id":"LB2501202","individual_id":"223609","full_name":"Rebecca MacPherson","members_type":"CORP","new_member_date_2":"2016-02-11","coidnewmbrdate":"2025-01-10","city_1":"Sarnia","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"519","phone_2":"5193814555","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"345016","email2":"rebeccamacpherson167@hotmail.com","canceldate":"2022-04-02","cert_status":"WITHDRAWN","cpa_certification":"PCP","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2506990","last_infoline_date_type":"2025-03-21","last_act_type":"2025-03-21","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2014-07-10","pf1_status":"P","pf1_completion_date":"2016-05-23","pf2_status":"P","pf2_completion_date":"2016-10-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-09-18","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pcp_we":"APPROVED","do_id":"LB2506990","npi_email_temp":"rmacpherson@bluewaterpower.com","pcl_completion_date_5":"2019-07-10","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34401","email":"info@impconsultingllp.com","first_name":"Inar","last_name":"Kamaletdinov","phone":"6042597833","orgname":"Imperium Consulting LLP","customer_acct_name":"Imperium Consulting LLP","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"317133","full_name":"Inar Kamaletdinov","do_id":"L25A01224","language":"English","canceldate":"2024-11-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2022-09-22","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 voicemail reached, no contact made\n2026 May 11 very short call, no meaningful interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:31:44-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A01224","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2022-10-11","last_act_type":"2023-06-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"info@impconsultingllp.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-11T12:31:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent attempted to reach Inar but the call was very brief with minimal interaction. The user responded politely but no further conversation or task completion occurred.","aitm_callsummarytitle":"Brief call with no meaningful interaction","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_70366b800b08fa7894fa3e00cdb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_70366b800b08fa7894fa3e00cdb","mini_nps":"3","onesentencenotrenewed":"No conversation to determine renewal interest.","initialvalue":"Other","othermemberbenefit":"No information provided","old_int_code":"6","astotherreasonsnottorenew":"No reason given due to very short call.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33996","email":"monique.dubois@soucy-group.com","first_name":"Monique","last_name":"Dubois","phone":"8194746666","orgname":"Soucy Plastiques Inc.","customer_acct_name":"Soucy Plastiques Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"131170","full_name":"Monique Dubois","language":"French","canceldate":"2021-08-12","time_zone":"2","area_code":"819","members_type":"CORP","new_member_date_2":"2020-08-18","lead_status":"Not Relevant","no_email_solicitation":"False","pds_march":"11","pipeline_1_lapsed_members":"","province":"QC","organization_id":"150475","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"11","intcode":"99","blocnote":"18 aout 2025 bv p 2416","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T11:38:00-04:00","temp_do_id_for_auto_old_do_id":"LB2506506","temp_intcode_for_auto_old_int_code":"99","pds_august":"11","phone_2":"8194721086","old_do_id":"LB2506506","old_int_code":"6","pds_september":"11","last_infoline_date_type":"2024-09-09","last_act_type":"2024-09-09","company_paid_thru":"2027-05-31","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","pds_october":"11","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"monique.dubois@soucy-group.com","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","do_id":"","company_status":"A"}},"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","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33914","email":"chantal.clothier@live.ca","first_name":"Chantal","last_name":"Clothier","phone":"5873497364","orgname":"Hammerhead Resources ULC","customer_acct_name":"Hammerhead Resources ULC","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"297972","full_name":"Chantal Clothier, CPHR","do_id":"L25A01108","language":"English","canceldate":"2023-01-10","time_zone":"4","area_code":"587","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":"AB","organization_id":"283246","intcode":"15","blocnote":"June 3 2025 Wrong number\n2026 May 08 call connected to Chantal after transfer from Brent Watson, membership lapsed inquiry started","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:45-04:00","old_int_code":"16","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01108","temp_intcode_for_auto_old_int_code":"15","phone_2":"4037716310","last_act_type":"2023-10-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"chantal.clothier@live.ca","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent successfully connected with Chantal Clothier after initially speaking with Brent Watson, who transferred the call. The agent introduced herself and began the conversation regarding Chantal's lapsed Associate membership with the National Payroll Institute and asked if she had time to answer some questions.","aitm_callsummarytitle":"Connected to Chantal for Membership Inquiry","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8a04aa8527c3d98464e795dd990","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8a04aa8527c3d98464e795dd990","number_of_calls_reached":"1","company_paid_thru":"2024-10-31","corp_cancel_date":"2025-01-07","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34266","email":"sfrancisco@kiplingrealty.com","first_name":"Sofie","last_name":"Francisco","phone":"4169792291","orgname":"Kipling Group Inc.","customer_acct_name":"Kipling Group Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"313424","full_name":"Sofie Francisco","do_id":"L25A01191","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2022-05-30","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"16","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached a number not in service.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:56-04:00","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A01191","temp_intcode_for_auto_old_int_code":"16","phone_2":"4162759770","last_act_type":"2022-05-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sfrancisco@kiplingrealty.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:56-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was made to a number that is not in service, resulting in an immediate disconnection without reaching the contact.","aitm_callsummarytitle":"Number Not in Service","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ddb1afdd15610e290c555dc3045","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ddb1afdd15610e290c555dc3045","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34069","email":"shil.nathwani@gmail.com","first_name":"Shilpa","last_name":"Nathwani","phone":"4162715933","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"259015","full_name":"Shilpa Nathwani","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2018-01-02","lead_status":"Refused","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","cpa_certification":"PCP","blocnote":"04 June 2025 Completed\n2026 May 08 contact declined to renew citing insufficient use of membership.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:28-04:00","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":"expensive","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46-60","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25A00908","temp_intcode_for_auto_old_int_code":"1","phone_2":"4162715933","last_infoline_date_type":"2024-01-26","last_act_type":"2024-01-26","pcl_status":"P","pcl_completion_date":"2018-04-22","pf1_status":"P","pf1_completion_date":"2018-08-20","pf2_status":"P","pf2_completion_date":"2019-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-03-14","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"shil.nathwani@gmail.com","pcl_completion_date_5":"2023-04-22","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:28-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted Shilpa to discuss her lapsed Associate membership with the National Payroll Institute. Shilpa expressed satisfaction with her membership but declined to renew, citing insufficient use of the membership as her reason. The agent provided information about membership benefits and closed the call politely.","aitm_callsummarytitle":"Membership Renewal Declined","notrenewedwanttorenew":"No","onesentencenotrenewed":"Did not use the membership enough to justify renewal.","initialvalue":"Stay Current","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_do_id":"L25A00908","session_id":"call_9bd3987d33da21370aaf11c3b58","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9bd3987d33da21370aaf11c3b58","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30546","email":"guy.mercier234234@mmbd.ca","first_name":"Dummy","last_name":"18","phone":"","orgname":"","customer_acct_name":"","tags":"dummy","ip4":"127.0.0.1","fields":{"sendapplicationform":"2025-08-03T05:00:00-04:00","members_type":"CORP","intcode":"01","lead_status":"Not Relevant","temp_intcode_for_auto_old_int_code":"1","do_id":"LB2505312","temp_do_id_for_auto_old_do_id":"LB2505312","npi_email_temp":"guy.mercier234234@mmbd.ca"}},"seriesid":"163"}
{"contact":{"id":"34803","email":"jmnd.mendy@gmail.com","first_name":"Jean","last_name":"Mendy","phone":"5145039324","orgname":"MENDY INC.","customer_acct_name":"MENDY INC.","tags":"WRA250730, 250903 Update AST from Mem Portal, npiAlert16, AI Contacts sent to TM 2026","ip4":"127.0.0.1","fields":{"individual_id":"239189","full_name":"Jean Marie Mendy","do_id":"AST2058","language":"English","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2019-07-19","lead_status":"Renewed APX","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Renewed lapsed","province":"QC","cpa_certification":"PCP","blocnote":"June 1 2026 no answer","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T11:44:00-04:00","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":"Yes","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","intcode":"05","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","city_1":"Granby","phone_2":"5145039324","old_do_id":"L25A00832","date_of_renewal_identification":"2026-05-30","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","paid_thru":"2027-06-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST2058","temp_intcode_for_auto_old_int_code":"05","last_infoline_date_type":"2026-11-05","last_act_type":"2026-11-05","telemarketing_call_date":"2026-06-01","sendaigeneral":"2025-10-27T09:31:00-04:00","sendoctoberemail":"2025-10-27T09:31:40-04:00","sendaidate":"2025-10-27T09:31:41-04:00","last_engaged_date":"2025-10-27","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-27T09:38:00-04:00","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"99","pcl_status":"P","pcl_completion_date":"2016-03-06","pf1_status":"P","pf1_completion_date":"2017-07-17","pf2_status":"P","pf2_completion_date":"2018-01-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-06-15","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"jmnd.mendy@gmail.com","pcl_completion_date_5":"2021-03-06","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","apx_entered_date":"2026-05-16"}},"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, TMAI","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\n2026 May 08 voicemail reached, no human interaction\n2026 May 08 call reached voicemail, no message left\n2026 May 11 call reached voicemail at We Shall Investments\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail at We Shall Investments\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","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":"2019-08-02","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","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_42ac08031ab6dc2581e16407f30","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_42ac08031ab6dc2581e16407f30","mini_nps":"3"}},"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":"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","latest_paid_thru":"2022-03-31","company_paid_thru":"2022-03-31","corp_cancel_date":"2022-02-08","company_status":"I"}},"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":"2022-01-02","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","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"30525","email":"elaine.cook027@sympatico.ca","first_name":"Elaine","last_name":"Cook","phone":"6135626262","orgname":"Bruy\u00e8re Health","customer_acct_name":"Bruy\u00e8re Health","tags":"250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"298207","full_name":"Elaine Cook","members_type":"AST","city_1":"Ottawa","province":"ON","phone_2":"6132776012","lead_status":"Renewed APX","date_of_renewal_identification":"2026-03-18","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","new_member_date_2":"2025-02-07","no_email_solicitation":"False","time_zone":"2","do_id":"AST1943","language":"English","intcode":"06","last_engaged_date":"2025-09-03","blocnote":"May 11 2026 vm","sendaprilemail":"Yes","sendjuneemail":"2025-06-18T10:53:00-04:00","sendmayemail":"2025-06-18T10:53:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:27:00-04:00","age_range":"46-60","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":"2027-01-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","extension_phone_1":"7319","temp_do_id_for_auto_old_do_id":"AST1943","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2026-03-13","telemarketing_call_date":"2026-05-11","old_int_code":"99","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"elaine.cook027@sympatico.ca","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"34286","email":"debbie.chomiak@gmail.com","first_name":"Debbie","last_name":"Chomiak","phone":"8005613357","orgname":"High Level Valu Drugs","customer_acct_name":"High Level Valu Drugs","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"276022","full_name":"Debbie Chomiak","do_id":"L25A00971","language":"English","canceldate":"2021-07-03","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2019-05-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"0","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 contact provided updated email for Debbie Chomiak - debbie.chomiak@gmail.com\n2026 May 11 contact reached finance and administration, Debbie no longer works there","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:48-04:00","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A00971","temp_intcode_for_auto_old_int_code":"08","last_act_type":"2020-04-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"debbie.chomiak@gmail.com","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-11T13:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","regular_email_change_date":"2026-05-08T13:23:22-04:00","npi_email_2":"hlvd.finance@gmail.com","npi_transcriptsummary":"The agent called the pharmacy and was transferred to finance and administration. Upon asking for Debbie, the agent was informed that Debbie no longer works there, and the call ended shortly after.","aitm_callsummarytitle":"Contact Not Available - Debbie No Longer Works There","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not express interest in renewing; only provided updated contact information.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"08","astotherreasonsnottorenew":"Contact did not renew because Debbie no longer works at the number called; no renewal discussion occurred.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8e0a667a6414233815c5871997b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8e0a667a6414233815c5871997b","number_of_calls_reached":"2"}},"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","latest_paid_thru":"2023-06-30"}},"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":"2026-04-05","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","npi_email_temp":"bharu_315@yahoo.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"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, TMAI, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"302215","full_name":"Eveline Dodier-Roy","language":"French","canceldate":"2024-11-02","time_zone":"2","area_code":"819","members_type":"CORP","new_member_date_2":"2023-10-10","lead_status":"Not Relevant","no_email_solicitation":"False","pipeline_1_lapsed_members":"","province":"QC","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:49-04:00","paid_thru":"2027-04-30","blocnote":"Aug 28 2025\n2026 May 08 call reached phone menu and agent asked for Eveline but call ended abruptly","temp_do_id_for_auto_old_do_id":"L25A01137","temp_intcode_for_auto_old_int_code":"15","phone_2":"8195721738","last_infoline_date_type":"2023-01-11","last_act_type":"2023-01-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"eveline.droy@hotmail.com","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call reached a phone system with menu options and the agent attempted to confirm if they were speaking with Eveline. The call ended shortly after the agent's question without further conversation.","aitm_callsummarytitle":"Call reached phone menu, no conversation","notrenewedwanttorenew":"No","mini_nps":"3","initialvalue":"Other","age_range":"Preferred not to say","old_int_code":"10","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b2d1971e3889e88834e9e885d7b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b2d1971e3889e88834e9e885d7b","number_of_calls_reached":"1","organization_id":"363145","pipeline_2_members_only_ast":"","old_do_id":"L25A01137","pcl_status":"E","company_paid_thru":"2027-04-30","do_id":"","company_status":"A"}},"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":"260522 Lapsed DEL","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":"LB2504646","old_int_code":"6","last_act_type":"2023-08-15","company_paid_thru":"2027-01-31","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"carrie.dow@rmwb.ca","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"33755","email":"rachel_girvin@hotmail.com","first_name":"Rachel","last_name":"Tomchishen","phone":"5196212333","orgname":"","customer_acct_name":"","tags":"fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"349037","full_name":"Rachel Girvin Tomchishen","members_type":"AST","lead_status":"Refused","new_member_date_2":"2025-03-27","city_1":"Paris","province":"ON","language":"English","extension_phone_1":"2322","phone_2":"5195801136","date_of_renewal_identification":"","pipeline_2_members_only_ast":"","time_zone":"2","area_code":"519","blocnote":"May 4 2026 vm  May 6 2026 vm\n2026 May 08 call reached hospital automated system, no human interaction\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 call reached hospital automated system, no human interaction\n2026 May 11 call initiated, no conversation\n2026 May 13 contact informed Rachel no longer in department, provided new extension 3556\n2026 May 15 call reached hospital automated system, no human interaction\n2026 May 15 call reached voicemail\n2026 May 19 call reached hospital automated system, no human interaction\n2026 May 19 contact declined renewal, no longer in that role","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","intcode":"01","pipeline_1_lapsed_members":"Refused Lapsed","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T10:12:02-04:00","paid_thru":"2026-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"L25A03083","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2025-07-11","last_act_type":"2025-07-11","telemarketing_call_date":"2025-05-29","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:32-05:00","old_int_code":"06","npi_email_temp":"rachel_girvin@hotmail.com","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","old_do_id":"L25A03083","ln_entered_date":"2026-05-03","called_by":"Tri","aitm_status_called":"2026-05-19T10:27:04-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"9","npi_transcriptsummary":"The agent contacted Rachel to discuss her lapsed Associate membership with the National Payroll Institute. Rachel answered the survey questions but declined to renew her membership, citing that she is no longer in that role. The call ended politely with the agent thanking Rachel for her time.","aitm_callsummarytitle":"Membership Lapse Survey - Declined Renewal","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2af2fb9eb487cab8e21482ad2e9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2af2fb9eb487cab8e21482ad2e9","notrenewedwanttorenew":"No","mini_nps":"4","number_of_calls_reached":"3","onesentencenotrenewed":"No longer in that role.","initialvalue":"Help with Complex","age_range":"31-45"}},"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, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"215645","full_name":"Amber Coultis","do_id":"","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":"2026-05-22","last_act_type":"2026-05-22","company_paid_thru":"2026-12-31","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","latest_paid_thru":"2026-12-31","old_do_id":"L25A01340","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34736","email":"mborenski@gmail.com","first_name":"Marian","last_name":"Boren","phone":"7347698010","orgname":"NSF International","customer_acct_name":"NSF International","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"71115","full_name":"Marian Boren","do_id":"L25A00559","language":"English","canceldate":"2022-02-02","time_zone":"2","area_code":"734","members_type":"AST","new_member_date_2":"2019-11-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"16","pipeline_1_lapsed_members":"Lapsed Members","province":"MI","intcode":"0","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached disconnected number, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:16-04:00","pds_july":"16","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25A00559","temp_intcode_for_auto_old_int_code":"08","pds_august":"16","pds_september":"16","last_infoline_date_type":"2021-04-21","last_act_type":"2021-04-21","number_of_passed_courses":"0","pds_october":"16","trc":"False","wera":"False","pds_november":"16","npi_email_temp":"mborenski@gmail.com","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:47-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call reached a disconnected or non-service number and was terminated quickly without any conversation with a human.","aitm_callsummarytitle":"Disconnected Number - No Contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6457fae4b5343d2e985755bc358","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6457fae4b5343d2e985755bc358","mini_nps":"3","onesentencenotrenewed":"The phone number is disconnected or not in service.","initialvalue":"Other","astotherreasonsnottorenew":"Phone number disconnected or not in service","old_int_code":"08","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"33873","email":"angelacanola2000@yahoo.ca","first_name":"Angela","last_name":"Canola","phone":"9058295707","orgname":"Strone","customer_acct_name":"Strone","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"107618","full_name":"Angela Canola","do_id":"L25A00599","language":"English","canceldate":"2021-03-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2016-01-07","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"05","blocnote":"03 June 2025 Number not in service\n2026-05-08 Dial no answer, phone: +19058295707\n2026-05-08 Dial no answer, phone: +19058483929\n2026-05-11 Dial no answer, phone: +19058295707\n2026-05-11 Dial no answer, phone: +19058483929\n2026-05-13 Dial no answer, phone: +19058295707\n2026-05-13 Dial no answer, phone: +19058483929\n2026-05-15 Dial no answer, phone: +19058295707\n2026-05-15 Dial no answer, phone: +19058483929","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","old_int_code":"16","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A00599","temp_intcode_for_auto_old_int_code":"05","phone_2":"9058483929","last_infoline_date_type":"2017-09-26","last_act_type":"2019-12-31","pcl_status":"P","pcl_completion_date":"2016-12-25","pf1_status":"P","pf1_completion_date":"2016-04-25","pf2_status":"P","pf2_completion_date":"2007-02-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-02-14","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"angelacanola2000@yahoo.ca","pcl_completion_date_5":"2021-12-25","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_3c0b05ebfca0b14468fe9693052","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3c0b05ebfca0b14468fe9693052"}},"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":"2024-11-02","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"34768","email":"paie@constructorinc.ca","first_name":"Anik","last_name":"Souli\u00e8res","phone":"4506657332","orgname":"Construct-Or","customer_acct_name":"Construct-Or","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332075","full_name":"Anik Souli\u00e8res","do_id":"L25A01321","language":"French","canceldate":"2025-01-07","time_zone":"2","area_code":"450","members_type":"AST","new_member_date_2":"2023-12-01","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-10-31","intcode":"15","blocnote":"LN. 15 sept 2025 demande a \u00eatre rappeler\n2026 May 08 call attempted to reach Anik but speech was inaudible and no clear communication established.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:51-04:00","temp_do_id_for_auto_old_do_id":"L25A01321","temp_intcode_for_auto_old_int_code":"15","phone_2":"4384928346","last_act_type":"2023-11-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"paie@constructorinc.ca","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:51-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach a contact named Anik, but the conversation was unintelligible and no meaningful interaction occurred. The agent repeatedly tried to confirm the identity but received only inaudible responses. The call ended due to maximum duration reached without successful communication.","aitm_callsummarytitle":"Unsuccessful call due to inaudible speech","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear response or interest expressed due to inaudible speech.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"6","astotherreasonsnottorenew":"No clear reason provided due to inaudible speech.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_77dac069140ef4d0ee5b92c9a71","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_77dac069140ef4d0ee5b92c9a71","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33801","email":"ritafosco@outlook.com","first_name":"Rita","last_name":"Fosco","phone":"6474069372","orgname":"Rocmar Holdings Ltd.o\/a Inavanti","customer_acct_name":"Rocmar Holdings Ltd.o\/a Inavanti","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"169860","full_name":"Rita Fosco","do_id":"L25A01337","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2021-04-26","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"21","blocnote":"June 2 2025 just answered the one question","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T19:16:00-04:00","onesentencenotrenewed":"I dont have time for the question but I just forgot to renew my membership and would like to get the renewal documents","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A01337","temp_intcode_for_auto_old_int_code":"21","phone_2":"9052739372","last_act_type":"2022-04-13","pcl_status":"F","pcl_completion_date":"2022-06-26","pf1_status":"F","pf1_completion_date":"2012-06-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-03-19","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"ritafosco@outlook.com","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"33672","email":"meektyler89@outlook.com","first_name":"Tyler","last_name":"Meek","phone":"7057966096","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":"326673","full_name":"Tyler Meek","members_type":"CAND","do_id":"L25C00632","lead_status":"Lapsed Member","new_member_date_2":"2024-02-14","city_1":"Blind River","time_zone":"2","province":"ON","language":"English","phone_2":"7057966096","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00632","last_act_type":"2024-03-14","pcl_status":"P","pcl_completion_date":"2023-08-30","pf1_status":"F","pf1_completion_date":"2024-04-23","pf2_status":"F","pf2_completion_date":"2023-11-20","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T13:45:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"meektyler89@outlook.com","pcl_completion_date_5":"2028-08-30","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"34753","email":"mpatins@hotmail.com","first_name":"Maude","last_name":"Legal","phone":"8196814091","orgname":"Marriott Residence Inn","customer_acct_name":"Marriott Residence Inn","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"331009","full_name":"Maude Legal","do_id":"L25A01316","language":"French","canceldate":"2024-12-04","time_zone":"2","area_code":"819","members_type":"AST","new_member_date_2":"2023-11-01","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-09-30","intcode":"06","blocnote":"LN. 15 sept 2025 bv\n2026 May 08 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:27-04:00","temp_do_id_for_auto_old_do_id":"L25A01316","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-10-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mpatins@hotmail.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:27-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call reached the accounting department voicemail, and the agent was unable to speak with the intended contact. No conversation took place, and no 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","session_id":"call_6d0d2811774ba0d832993c394ab","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6d0d2811774ba0d832993c394ab"}},"seriesid":"163"}
{"contact":{"id":"34306","email":"anemslie@hotmail.com","first_name":"Andrea","last_name":"Emslie","phone":"2046682880","orgname":"Advance Services Group Inc.","customer_acct_name":"Advance Services Group Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"313990","full_name":"Andrea Emslie","do_id":"L25A01201","language":"English","canceldate":"2023-08-02","time_zone":"3","area_code":"204","members_type":"AST","new_member_date_2":"2022-06-13","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"MB","intcode":"21","blocnote":"05 June 2025 No longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T14:47:00-04:00","old_int_code":"12","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A01201","temp_intcode_for_auto_old_int_code":"21","phone_2":"2042930445","last_act_type":"2022-10-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"anemslie@hotmail.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"30153","email":"jccbarb@yahoo.com","first_name":"Barbara","last_name":"Chambers","phone":"5196816776","orgname":"Watt Solutions Inc.","customer_acct_name":"Watt Solutions Inc.","tags":"payroll.ca visited, Breaking News, 250205 AST Members, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST0222","full_name":"Barbara Chambers","members_type":"AST","city_1":"London","province":"ON","language":"English","phone_2":"5196732426","lead_status":"Renewed APX","new_member_date_2":"2020-04-29","pipeline_2_members_only_ast":"Pre-membership expiration","last_engaged_date":"2025-03-23","late_breaking_payroll_news_march":"5","individual_id":"239882","no_email_solicitation":"False","area_code":"519","time_zone":"2","sendpreexpirationemail":"2025-04-28T14:50:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-09-12T16:35:00-04:00","blocnote":"Sept 12 2025 completed ( send email)","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","intcode":"0","pipeline_1_lapsed_members":"","paid_thru":"2026-04-30","old_int_code":"31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendjulyemail":"2025-09-12T16:34:00-04:00","sendmayemail":"2025-09-12T16:34:00-04:00","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","temp_do_id_for_auto_old_do_id":"AST0222","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-01-05","telemarketing_call_date":"2025-09-12","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:51-05:00","npi_email_temp":"jccbarb@yahoo.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30"}},"seriesid":"163"}
{"contact":{"id":"29491","email":"susan_hebron@yahoo.com","first_name":"Jesusa","last_name":"Hebron","phone":"6047734108","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, 250205 AST Members, 250903 Update AST from Mem Portal, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"do_id":"AST0602","full_name":"Jesusa Hebron","members_type":"AST","city_1":"Vancouver","province":"BC","language":"English","phone_2":"6047734108","lead_status":"Renewed APX","new_member_date_2":"2023-05-01","pipeline_2_members_only_ast":"Pre-membership expiration","last_engaged_date":"2025-03-27","individual_id":"324399","no_email_solicitation":"False","area_code":"604","time_zone":"5","sendpreexpirationemail":"2026-05-06T13:32:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-29T12:22:00-04:00","blocnote":"May 6 2026 completed with renewal ( she wwill renew soon ) sent both emails\r\nMay 27 2026 vm\r\nMay 29 2026 vm","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","intcode":"02","pipeline_1_lapsed_members":"","paid_thru":"2026-03-31","old_int_code":"06","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST0602","temp_intcode_for_auto_old_int_code":"02","sendseptemail":"2025-09-25T13:47:00-04:00","sendaidate":"2025-12-01T10:14:40-05:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","last_act_type":"2025-10-04","telemarketing_call_date":"2025-09-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"susan_hebron@yahoo.com","apx_entered_date":"2026-02-14","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31","testimonial":"","renewal_refusal_reasons":"","sendapxapplicationform":"2026-05-06T13:32:00-04:00"}},"seriesid":"163"}
{"contact":{"id":"30331","email":"cbell@midlandpuc.on.ca","first_name":"Christine","last_name":"Bell","phone":"7055269361","orgname":"Newmarket- Tay Power Distribution Ltd.","customer_acct_name":"Newmarket- Tay Power Distribution Ltd.","tags":"DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00234","individual_id":"73877","full_name":"Christine Bell","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":"2025-10-30T10:13:00-04:00","province":"ON","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00234","temp_intcode_for_auto_old_int_code":"6","organization_id":"73876","last_act_type":"2023-06-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cbell@midlandpuc.on.ca","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34794","email":"liette.vienneau@lionbridge.com","first_name":"Liette","last_name":"Vienneau","phone":"5068050215","orgname":"Lionbridge","customer_acct_name":"Lionbridge","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"238422","full_name":"Liette Vienneau","do_id":"L25A00829","language":"English","canceldate":"2023-07-11","time_zone":"1","area_code":"506","members_type":"AST","new_member_date_2":"2022-05-19","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"NB","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T09:06:42-04:00","blocnote":"June 12 2025 Survey completed Her employer stopped paying for the membership and they are with ADP. She says she gets all the info she needs from them.\n2026 May 08 call disconnected early, no conversation","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":"My employer stopped paying for the membership.","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":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A00829","temp_intcode_for_auto_old_int_code":"15","phone_2":"5068782257","last_act_type":"2022-05-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"liette.vienneau@lionbridge.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T09:06:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was initiated to speak with Liette, but there was no meaningful conversation as the call was disconnected shortly after starting.","aitm_callsummarytitle":"Call disconnected early with no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d389e9dbe2d6cca5fa199ead1b9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d389e9dbe2d6cca5fa199ead1b9","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33972","email":"nvalotaire@pg-f.com","first_name":"Nadine","last_name":"Valotaire","phone":"5197379803","orgname":"Prominent Fixture & Gauge Ltd.","customer_acct_name":"Prominent Fixture & Gauge Ltd.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"299431","full_name":"Nadine Valotaire","do_id":"L25A01122","language":"English","canceldate":"2022-05-03","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2021-03-24","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","sendapplicationform":"2025-06-03T19:47:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T19:50:00-04:00","intcode":"21","blocnote":"June 3 2025 Refused with explanation had to cut down expenses.","onesentencenotrenewed":"I stopped being a member because I had to cut down expenses. I may become a member again in the future.","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A01122","temp_intcode_for_auto_old_int_code":"21","phone_2":"5192575536","last_act_type":"2021-03-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nvalotaire@pg-f.com","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"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, TMAI","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":"15","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 voicemail reached, no human interaction\n2026 May 08 voicemail reached, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 voicemail reached, no conversation\n2026 May 15 call very brief, no renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:48-04:00","pds_july":"1","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A01366","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","pds_september":"1","last_infoline_date_type":"2023-07-25","last_conf_date_type":"2013-06-18","last_act_type":"2024-12-06","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","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:12:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent called to speak with Barbara but the call was very brief with minimal interaction. The agent ended the call politely without discussing any membership or renewal details.","aitm_callsummarytitle":"Brief call with no renewal discussion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4fd20e5d791d0f906092acebe30","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4fd20e5d791d0f906092acebe30","mini_nps":"3","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"230429","full_name":"Christine Tatnall","language":"English","canceldate":"2023-01-05","time_zone":"2","area_code":"410","members_type":"AST","new_member_date_2":"2020-10-27","lead_status":"Refused","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Refused Lapsed","province":"MD","intcode":"01","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 In a meeting\n2026 May 08 call reached automated HR line, contact unavailable, no message left, agent to call back later.\n2026 May 11 contact answered but declined to discuss membership renewal.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T09:36:41-04:00","pds_july":"1","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A00795","temp_intcode_for_auto_old_int_code":"01","pds_august":"1","pds_september":"1","last_infoline_date_type":"2020-10-26","last_act_type":"2021-01-09","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","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-11T09:36:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Christine and informed her about her lapsed Associate membership with the National Payroll Institute. Christine declined to engage further and ended the call promptly. No survey or renewal discussion took place.","aitm_callsummarytitle":"Contact Declined Membership Renewal Discussion","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact declined to discuss membership renewal and ended the call.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact was unavailable and did not leave a message, call ended by agent.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_25dc6f7e545447fa8b9c0206470","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_25dc6f7e545447fa8b9c0206470","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00795","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"9085","email":"mariellacarpio@shaw.ca","first_name":"Mariella","last_name":"Carpio","phone":"6046435368","orgname":"Smythe CPA","customer_acct_name":"Smythe CPA","tags":"CSV imported, F24 Webinar registration CDN, F24 Attendees, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25P02462","full_name":"Mariella Carpio","language":"English","origin":"Lapsed Spring 2024","individual_id":"94914","area_code":"604","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2502580","time_zone":"5","province":"BC","pipeline_1_lapsed_members":"Lapsed Members","members_type":"PRO","new_member_date_2":"2007-11-13","canceldate":"2024-01-05","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"0","blocnote":"May 14 2025 vm\r\nJuly 17 2025 vm\r\nLN Oct 1 2025 no answer\n2026 May 25 call reached a disconnected number - number not in service","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:07-04:00","pds_july":"5","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25P02462","temp_intcode_for_auto_old_int_code":"08","pds_august":"5","phone_2":"6045123770","old_int_code":"08","pds_september":"5","last_infoline_date_type":"2023-10-01","last_act_type":"2025-11-08","pf2_status":"P","pf2_completion_date":"2009-02-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-11-23","number_of_passed_courses":"2","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"mariellacarpio@shaw.ca","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","thewithdrawaldate":"2024-01-05","aitm_status_called":"2026-05-25T14:07:07-04:00","number_of_call_attempts":"0","aitm_callsummarytitle":"Call reached disconnected number","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7dcdaf03708e4eb949db284ce54","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7dcdaf03708e4eb949db284ce54","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"30346","email":"cmasson@rmhctoronto.ca","first_name":"Clare","last_name":"Masson","phone":"4169770458","orgname":"Ronald McDonald House Charities","customer_acct_name":"Ronald McDonald House Charities","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00136","individual_id":"254706","full_name":"Clare Masson","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"May 28 2025 Clare Masson  no longer there. Call Jan Bernardo  416 977 0458 ext 279 not in today\r\nAug 12 2025 vm\r\nLN Oct 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:26:00-04:00","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25O00136","temp_intcode_for_auto_old_int_code":"6","province":"ON","organization_id":"272667","phone_2":"9054269722","last_infoline_date_type":"2019-05-29","last_act_type":"2019-05-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cmasson@rmhctoronto.ca","formatted_paid_thru":"31\/01\/2021","latest_paid_thru":"2021-01-31","company_paid_thru":"2021-01-31","corp_cancel_date":"2021-04-02","company_status":"I"}},"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, TMAI","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":"11","blocnote":"June 4 2025 number not in service\n2026-05-08 invalid phone destination, phone: +17808093629\n2026 May 08 voicemail reached - no live contact\n2026-05-11 invalid phone destination, phone: +17808093629\n2026 May 11 call reached voicemail, no contact with Barb\n2026-05-13 invalid phone destination, phone: +17808093629\n2026 May 13 call reached voicemail, no contact with Barb\n2026-05-15 invalid phone destination, phone: +17808093629\n2026 May 15 agent reached Barbara, informed Darcy deceased four years ago, call ended respectfully.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:44-04:00","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":"11","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","latest_paid_thru":"2021-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:31:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a559e13ce5df8ef787c01b5c9e2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a559e13ce5df8ef787c01b5c9e2","npi_transcriptsummary":"The agent called to speak with Darcy but reached his wife, Barbara, who informed the agent that Darcy passed away four years ago. The agent expressed condolences and ended the call, assuring no further calls would be made.","aitm_callsummarytitle":"Contact informed of member's passing, call ended respectfully","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","onesentencenotrenewed":"Contact informed that Darcy passed away four years ago.","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"9010","email":"silvia@gpelectronics.net","first_name":"Silvia","last_name":"Martinek","phone":"7804025511","orgname":"G.P. Electronics Service Ltd.","customer_acct_name":"G.P. Electronics Service Ltd.","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":"LB2502668","full_name":"Silvia Martinek","language":"English","origin":"Lapsed Spring 2024","domain_1":"gpelectronics.net","individual_id":"222384","area_code":"780","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI001507","time_zone":"4","province":"AB","members_type":"CORP","phone_2":"7804025511","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"Mar 11 2025 vm  Mar 24 2025 vm\r\nMar 26 2025 vm Mar 31 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-03-31T11:14:00-04:00","notrenewedother":"Phone cannot be recovered","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"LB2502668","temp_intcode_for_auto_old_int_code":"16","organization_id":"275004","last_act_type":"2024-02-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"silvia@gpelectronics.net","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"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","latest_paid_thru":"2024-12-31"}},"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","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"34323","email":"oskuybeda@yahoo.com","first_name":"Olena","last_name":"Skuybeda","phone":"9057386070","orgname":"Abi Auto-bake Industries Ltd.","customer_acct_name":"Abi Auto-bake Industries Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"181987","full_name":"Olena Skuybeda","do_id":"L25A00455","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"905","extension_phone_1":"228","members_type":"AST","new_member_date_2":"2023-03-17","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"14","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 call reached company but contact Olena not available, no new contact info provided\n2026 May 11 voicemail reached, no human interaction\n2026 May 11 contact requested callback after 5 PM due to year-end work commitments.\n2026 May 11 contact answered, interested in renewal, asked for link and pricing, call ended abruptly","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:46-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A00455","temp_intcode_for_auto_old_int_code":"14","phone_2":"6472977930","last_act_type":"2023-03-17","pcl_status":"P","pcl_completion_date":"2011-05-25","pf1_status":"P","pf1_completion_date":"2011-08-18","pf2_status":"P","pf2_completion_date":"2011-12-20","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"oskuybeda@yahoo.com","pcl_completion_date_5":"2016-05-25","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-11T17:31:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent contacted Olena to discuss her lapsed Associate membership with the National Payroll Institute and conducted a brief survey about her membership experience. Olena expressed interest in renewing and requested a link and pricing information, which the agent provided before Olena ended the call abruptly. The agent did not send the application form email due to the call ending prematurely.","aitm_callsummarytitle":"Membership Renewal Interest with Survey","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"10","callsequence":"Forgot\/not aware and then 3 questions","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_33d3187945623a2b648b21588c5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_33d3187945623a2b648b21588c5","number_of_calls_reached":"2","npi_call_back_date_and_time":"2026-05-11T17:00:00-04:00","npi_call_back_time_hour":"17","npi_call_back_time_minute":"00","mini_nps":"4","onesentencenotrenewed":"Contact was not available to discuss renewal due to work commitments and requested a callback later.","initialvalue":"Career","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Busy with year-end work, requested callback after 5 PM.","age_range":"46-60"}},"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":"260522 Lapsed DEL","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":"LB2505132","last_infoline_date_type":"2023-12-21","last_act_type":"2025-10-31","company_paid_thru":"2026-12-31","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","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","latest_paid_thru":"2026-12-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30597","email":"eunicekcheah@gmail.com","first_name":"Eunice","last_name":"Cheah","phone":"2365181173","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":"271551","full_name":"Eunice Cheah","members_type":"CAND","do_id":"L25C00165","city_1":"Coquitlam","province":"BC","language":"English","phone_2":"2365181173","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":"L25C00165","last_act_type":"2024-11-03","pcl_status":"F","pcl_completion_date":"2024-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T16:22:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"eunicekcheah@gmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"30294","email":"nascar_nut@shaw.ca","first_name":"Roberta","last_name":"Mcjunkin","phone":"5873928505","orgname":"Domcor Health, Safety & Security Inc.","customer_acct_name":"Domcor Health, Safety & Security Inc.","tags":"DELETE, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"229326","full_name":"Roberta McJunkin","language":"English","time_zone":"4","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2020-10-22","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2022-12-02","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":"2025-12-10T16:54:00-05:00","organization_id":"310109","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"LB2506573","temp_intcode_for_auto_old_int_code":"06","phone_2":"4032936636","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25O00210","last_infoline_date_type":"2023-09-15","last_act_type":"2023-09-15","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","do_id":"LB2506573","npi_email_temp":"nascar_nut@shaw.ca","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"126532","full_name":"Dee Bonus","language":"English","canceldate":"2021-04-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2008-02-01","lead_status":"Refused","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"01","blocnote":"June 3 2025 vm\r\nAug 21 2025 vm\r\nLN Nov 19 2025 In a meeting\n2026 May 08 call reached gatekeeper, Dee not available, callback requested\n2026 May 11 contact Dee at Orafol Canada declined to renew membership, no reason given.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:44-04:00","pds_july":"2","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A00623","temp_intcode_for_auto_old_int_code":"01","pds_august":"2","phone_2":"9058732687","pds_september":"2","last_act_type":"2020-03-02","number_of_passed_courses":"0","pds_october":"2","old_int_code":"03","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"dee.bonus@orafol.com","formatted_paid_thru":"31\/01\/2021","latest_paid_thru":"2021-01-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Dee at Orafol Canada to discuss the lapsed Associate membership with the National Payroll Institute. Dee declined to renew and did not provide a reason for not renewing. The call ended politely after the agent offered to have a real person follow up.","aitm_callsummarytitle":"Dee declined NPI membership renewal","notrenewedwanttorenew":"No","mini_nps":"1","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_33ba000db2da9edc24684fb3223","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_33ba000db2da9edc24684fb3223","number_of_calls_reached":"2","onesentencenotrenewed":"No reason provided for not renewing.","initialvalue":"Other","othermemberbenefit":"Not applicable","astotherreasonsnottorenew":"Not interested in renewing membership.","age_range":"Preferred not to say","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00623"}},"seriesid":"163"}
{"contact":{"id":"8989","email":"mandeep@crownaccounting.ca","first_name":"Mandeep","last_name":"Pharwaha","phone":"4169190181","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":{"full_name":"Mandeep Pharwaha","language":"English","origin":"Lapsed Spring 2024","domain_1":"crownaccounting.ca","individual_id":"141099","region":"CDN","lead_status":"Refused","old_do_id":"LB2503503","members_type":"PRO","province":"ON","area_code":"416","time_zone":"2","phone_2":"4169190181","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-12-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"21","organization_id":"317738","paid_thru":"2023-09-30","new_member_date_2":"2009-02-06","temp_do_id_for_auto_old_do_id":"LB2506240","temp_intcode_for_auto_old_int_code":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"01","last_infoline_date_type":"2019-10-29","last_act_type":"2022-06-10","pcl_status":"P","pcl_completion_date":"2009-04-28","pf1_status":"F","pf1_completion_date":"2014-07-15","pf2_status":"P","pf2_completion_date":"2013-01-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-07-14","number_of_passed_courses":"3","trc":"False","wera":"False","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T09:45:00-05:00","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","do_id":"LB2506240","npi_email_temp":"mandeep@crownaccounting.ca","pcl_completion_date_5":"2014-04-28","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"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":{"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":"2024-09-10","last_act_type":"2026-03-31","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","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"33848","email":"trofanenko@telus.net","first_name":"Jacky","last_name":"Trofanenko","phone":"4032153483","orgname":"Metercor Inc.","customer_acct_name":"Metercor Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"295315","full_name":"Jacky Trofanenko","do_id":"L25A01094","language":"English","canceldate":"2023-02-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2020-12-23","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"15","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026 May 08 call reached voicemail at Meter Core\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no conversation with contact\n2026 May 11 call ended shortly after greeting, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:06:46-04:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A01094","temp_intcode_for_auto_old_int_code":"15","phone_2":"4038605168","last_infoline_date_type":"2021-03-08","last_act_type":"2022-10-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"trofanenko@telus.net","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-11T12:21:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent called and greeted the contact, asking to speak with Jacky, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call ended after initial greeting","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8b4204073e354b32ded2b32fd81","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8b4204073e354b32ded2b32fd81","mini_nps":"3","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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":"2023-05-12","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"35155","email":"vianney.201607@outlook.com","first_name":"Vianney","last_name":"Leon","phone":"5874472344","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Vianney Diaz de Leon","language":"English","canceldate":"2023-03-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"LB2507616","new_member_date_2":"2022-01-12","phone_2":"5874472344","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"308254","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"LB2507616","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":"2022-07-24","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 11 December 2025 Not in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T17:54:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"12","notrenewednolongerinpayroll":"Yes","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01938","npi_email_temp":"vianney.201607@outlook.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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":"274525.0","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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"35210","email":"dmello.stacy@gmail.com","first_name":"Stacy","last_name":"D'mello","phone":"4162144977","orgname":"Klick Inc.","customer_acct_name":"Klick Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Stacy D'mello, CHRP","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2023-03-27","phone_2":"6473092725","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"289827","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C01192","last_infoline_date_type":"2023-04-28","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 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T14:24:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"dmello.stacy@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C01192","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"34015","email":"kevin.swain@mosaicco.com","first_name":"Kevin","last_name":"Swain","phone":"8136194220","orgname":"Mosaic","customer_acct_name":"Mosaic","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"300739","full_name":"Kevin Swain","do_id":"L25A01132","language":"English","canceldate":"2022-06-02","time_zone":"2","area_code":"813","members_type":"AST","new_member_date_2":"2021-04-30","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 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:07-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A01132","temp_intcode_for_auto_old_int_code":"6","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":"kevin.swain@mosaicco.com","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:07-04:00","number_of_call_attempts":"7","number_of_total_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","session_id":"call_e73ce8584f285e3776b6ebc8fbb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e73ce8584f285e3776b6ebc8fbb"}},"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, TMAI","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":"16","blocnote":"June 3 2025 vm\r\nAug 20 2025 vm\r\nLN Nov 19 2025 vm\n2026 May 08 call reached automated message, no human contact\n2026 May 11 call reached automated message, no human answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:31:46-04:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A01113","temp_intcode_for_auto_old_int_code":"16","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","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:31:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was answered by an automated message from Saskatoon Farm providing their hours and services, and no human interaction occurred.","aitm_callsummarytitle":"Call reached automated message at Saskatoon Farm","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1b8632eed22277a0eb40cf9ec22","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1b8632eed22277a0eb40cf9ec22","notrenewedwanttorenew":"No","number_of_calls_reached":"1"}},"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, TMAI","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":"0","blocnote":"June 4 2025 No one by the name Michaela there.. Wrong number\n2026 May 08 call reached receptionist Andrea, Michaela not available or does not exist","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T09:06:42-04:00","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":"08","phone_2":"5066509967","last_act_type":"2021-05-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"michaela@homestarinc.ca","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T09:06:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called The Homestead Group and was initially routed through an automated menu before reaching a receptionist named Andrea. The agent attempted to speak with Michaela, but Andrea informed them that Michaela was not available or did not exist at that location. The call ended shortly after without further progress.","aitm_callsummarytitle":"Call reached receptionist, contact not found","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_767e33dfcf894783d601e99290b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_767e33dfcf894783d601e99290b","number_of_calls_reached":"1"}},"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":"2025-12-24","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","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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"34761","email":"hountinr@gmail.com","first_name":"Rousseau","last_name":"Hountin","phone":"5173271310","orgname":"GFS Canada","customer_acct_name":"GFS Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"235508","full_name":"Rousseau Hountin","do_id":"L25A00818","language":"French","canceldate":"2022-02-02","time_zone":"2","area_code":"517","members_type":"AST","new_member_date_2":"2020-12-16","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","cpa_certification":"SCP","paid_thru":"2021-11-30","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:03-04:00","temp_do_id_for_auto_old_do_id":"L25A00818","old_int_code":"05","temp_intcode_for_auto_old_int_code":"15","phone_2":"4385044127","last_act_type":"2020-12-16","pcl_status":"P","pcl_completion_date":"2015-08-24","pf1_status":"P","pf1_completion_date":"2015-10-26","pf2_status":"P","pf2_completion_date":"2015-12-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-12-15","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"hountinr@gmail.com","pcl_completion_date_5":"2020-08-24","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:48-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","blocnote":"2026-05-08 Dial no answer, phone: +15173271310\n2026 May 08 call initiated but no clear conversation, call ended due to inactivity","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b618c9e1cd3b30177def77e9feb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b618c9e1cd3b30177def77e9feb","npi_transcriptsummary":"The agent attempted to reach Rousseau but was unable to have a clear conversation as the user speech was inaudible and the call ended due to inactivity. The agent confirmed the contact's identity but no further interaction occurred.","aitm_callsummarytitle":"Unsuccessful call - no conversation","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
{"contact":{"id":"33630","email":"faissalmardini@hotmail.com","first_name":"Faissal","last_name":"Mardini","phone":"4166069002","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":"333291","full_name":"Faissal Mardini","members_type":"CAND","do_id":"L25C00590","lead_status":"Lapsed Member","new_member_date_2":"2024-01-30","city_1":"Toronto","time_zone":"2","province":"ON","language":"English","phone_2":"4166069002","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"06","blocnote":"16 April 2025 Call did not got through\r\n24 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 08 December 2025 VM","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:50:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00590","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-06-05","pcl_status":"P","pcl_completion_date":"2024-04-23","pf1_status":"P","pf1_completion_date":"2024-07-19","number_of_passed_courses":"2","onesentencenotrenewed":"","trc":"True","wera":"False","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":"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":"18 to 30 years","selfpayrollproficiency":"Strong","old_int_code":"01","npi_email_temp":"faissalmardini@hotmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"34869","email":"autumn@ebizsolutions.ca","first_name":"Autumn","last_name":"Greenland","phone":"4167274335","orgname":"Elementary Business Solutions Inc.","customer_acct_name":"Elementary Business Solutions Inc.","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Autumn Greenland","members_type":"CORP","coidnewmbrdate":"2025-01-21","city_1":"Whitby","province":"ON","language":"English","lead_status":"Lapsed Member","time_zone":"2","area_code":"416","phone_2":"9058096491","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"61109","paid_thru":"2025-12-31","cert_status":"WITHDRAWN","cpa_certification":"CPM","last_infoline_date_type":"2025-03-25","last_conf_date_type":"2006-06-06","last_act_type":"2026-02-13","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":"L25O04775","temp_do_id_for_auto_old_do_id":"L25O04775","npi_email_temp":"autumn@ebizsolutions.ca","pipeline_2_members_only_ast":"","ln_entered_date":"2026-05-27","old_do_id":"LB2504425","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","corp_cancel_date":"2023-05-02"}},"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, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"old_do_id":"LB2506148","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","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","latest_paid_thru":"2026-11-30","do_id":"","company_status":"A","pf2_status":"E"}},"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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"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":"260522 Lapsed DEL","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":"2027-06-30","temp_do_id_for_auto_old_do_id":"LB2505451","temp_intcode_for_auto_old_int_code":"99","phone_2":"6479490055","old_do_id":"LB2505451","old_int_code":"6","last_act_type":"2022-03-05","company_paid_thru":"2027-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"F","number_of_passed_courses":"0","trc":"False","wera":"False","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\/2027","latest_paid_thru":"2027-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"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, 260522 Lapsed DEL","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":"LB2507629","old_int_code":"6","last_act_type":"2026-04-05","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":"","npi_email_temp":"vincent.alena@gmail.com","pcl_completion_date_5":"2022-07-02","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"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, TMAI","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":"15","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call started, agent introduced self and membership lapse, call ended early without survey or renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:31-04:00","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":"15","phone_2":"4433752204","last_infoline_date_type":"2024-04-17","last_act_type":"2024-04-17","old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"laura.catalfo@topbuild.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Laura and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. 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","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d89ae94b794837b26b1de163af8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d89ae94b794837b26b1de163af8","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34788","email":"tinajohn0420@gmail.com","first_name":"Tina","last_name":"Johnson","phone":"4038608462","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"237560","full_name":"Tina Johnson","do_id":"L25A00827","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2015-09-18","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":"15","blocnote":"june 10 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 call connected with Tina, introduction made, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:48-04:00","pds_july":"1","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A00827","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","phone_2":"4038608462","pds_september":"1","last_infoline_date_type":"2024-08-01","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2016-01-13","pf1_status":"P","pf1_completion_date":"2016-04-25","pf2_status":"P","pf2_completion_date":"2017-04-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-06-12","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"tinajohn0420@gmail.com","pcl_completion_date_5":"2021-01-13","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Tina and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. The call was very brief and ended shortly after the introduction without further conversation.","aitm_callsummarytitle":"Brief introduction call with Tina","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e5a8586d2dc38830a7cf5a940fe","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e5a8586d2dc38830a7cf5a940fe","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30590","email":"simonealicia@yahoo.com","first_name":"Simone","last_name":"Fullerton-Bishop","phone":"7809260586","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"266159","full_name":"Simone Fullerton-Bishop","members_type":"CORP","do_id":"L25C00161","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7809260586","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2024-01-25","time_zone":"4","canceldate":"2025-03-04","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"L25C00161","last_act_type":"2026-04-30","pcl_status":"P","pcl_completion_date":"2018-12-02","pf1_status":"P","pf1_completion_date":"2024-05-28","pf2_status":"P","pf2_completion_date":"2024-12-10","number_of_passed_courses":"4","intcode":"99","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 18 2025 She said she has access to NPI through her company and that she will become on her own once finishes last course.","dhmsfin_telemarketing_last_contacted_date":"2025-12-18T16:38:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","old_int_code":"14","npi_email_temp":"simonealicia@yahoo.com","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-02-26","cert_status":"ACTIVE","pcl_completion_date_5":"2023-12-02","pcp_we":"APPROVED","organization_id":"51025","date_of_renewal_identification":"2026-05-28","formatted_paid_thru":"31\/10\/2026","company_paid_thru":"2026-10-31","latest_paid_thru":"2026-10-31","cpa_certification":"PCP","last_infoline_date_type":"2025-12-16","company_status":"A"}},"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, 260522 Lapsed DEL","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":"LB2504335","pds_september":"1","last_infoline_date_type":"2025-11-27","last_act_type":"2025-11-27","company_paid_thru":"2027-01-31","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","npi_email_temp":"ankhee@gmail.com","pcl_completion_date_5":"2017-01-11","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34424","email":"hayk.vardanyan@visionintegrity.ca","first_name":"Hayk","last_name":"Vardanyan","phone":"5879694917","orgname":"Vision Integrity","customer_acct_name":"Vision Integrity","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"283732","full_name":"Hayk Vardanyan","do_id":"L25A01010","language":"English","time_zone":"4","area_code":"587","members_type":"AST","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 No answer\n2026 May 08 call initiated but disconnected early, no conversation completed","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:47-04:00","temp_do_id_for_auto_old_do_id":"L25A01010","temp_intcode_for_auto_old_int_code":"15","canceldate":"2021-02-02","new_member_date_2":"2019-12-11","paid_thru":"2020-11-30","old_int_code":"05","last_act_type":"2019-10-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hayk.vardanyan@visionintegrity.ca","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief, with the agent introducing herself and the user responding shortly before hanging up. No meaningful conversation or task completion occurred.","aitm_callsummarytitle":"Brief call, no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_56c9cd373af2fcba2094837e3ab","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_56c9cd373af2fcba2094837e3ab","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"9264","email":"corina.puddicombe@gmail.com","first_name":"Corina","last_name":"Puddicombe","phone":"2507046701","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07373","full_name":"Corina Puddicombe","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"285256","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503147","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-03-02","province":"BC","time_zone":"5","members_type":"CAND","paid_thru":"2021-12-31","new_member_date_2":"2020-01-29","temp_do_id_for_auto_old_do_id":"L25C07373","phone_2":"2507046701","last_act_type":"2020-02-11","pcl_status":"P","pcl_completion_date":"2020-05-31","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"corina.puddicombe@gmail.com","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"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":"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","latest_paid_thru":"2022-07-31"}},"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":"03","blocnote":"18 aout 2025 bv\n2026 May 08 call attempt to reach Manon at Iron Ore Company of Canada; call not connected; no membership number provided.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:51-04:00","temp_do_id_for_auto_old_do_id":"L25A00356","temp_intcode_for_auto_old_int_code":"03","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","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:51-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Manon at the Iron Ore Company of Canada, but the conversation was mostly inaudible and the agent was unable to confirm speaking with Manon. The call ended without a successful connection or completion of the intended survey or renewal discussion.","aitm_callsummarytitle":"Unsuccessful call attempt to Manon","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear refusal or renewal intent due to inaudible responses.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"6","astotherreasonsnottorenew":"Call did not reach the intended contact; no reason provided.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8c44a6de770e39a1ad180305956","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8c44a6de770e39a1ad180305956","number_of_calls_reached":"1"}},"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, TMAI","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":"10","blocnote":"June 4 2025 vm\r\nAug 28 2025 Survey completed. She is retired now.\n2026-05-08 Dial no answer, phone: +16478226237\n2026-05-11 Dial no answer, phone: +16478226237\n2026 May 13 contact answered but requested callback later, no discussion on renewal.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T10:06:42-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A01157","temp_intcode_for_auto_old_int_code":"10","last_infoline_date_type":"2022-07-01","last_act_type":"2022-07-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"delialongo@rogers.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-13T10:06:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_voicemaildetection":"No","usersentiment":"Negative","old_int_code":"05","retell_call_status":"ended","session_id":"call_4119da2465817bc36384d1da699","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4119da2465817bc36384d1da699","npi_transcriptsummary":"The agent reached Delia and informed her about her lapsed Associate membership with the National Payroll Institute. Delia declined to continue the conversation and requested a callback at a later date. The call ended shortly after without further discussion.","aitm_callsummarytitle":"Contact requested callback, no renewal discussion","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact did not have time to talk and requested a callback later.","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"9263","email":"rita.morrow@llrib.ca","first_name":"Rita","last_name":"Morrow","phone":"3064251166","orgname":"Lac La Ronge Indian Band","customer_acct_name":"Lac La Ronge Indian Band","tags":"CSV imported, 250213 Lapsed, 250213 Lapsed AST, NPIdealed, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"do_id":"L25A00075","province":"SK","full_name":"Rita Morrow","language":"English","origin":"2023 lapsed Members","domain_1":"llrib.ca","lapsed_expiration_date":"2022-06-02","individual_id":"286119","area_code":"306","region":"CDN","lead_status":"Lapsed Member","old_do_id":"CNPIRETA00283","time_zone":"3","members_type":"AST","new_member_date_2":"2021-04-07","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-06-02","no_email_solicitation":"FALSE","pds_march":"1","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:48-04:00","blocnote":"18 February 2025 VM\n 19 February 2025 Sending Associate membership again - she didn't have time to look at it\n 26 February 2025 VM\n 27 February 2025 sending Associate membership again - she will check with her boss\n 28 February 2025 VM\n 24 March 2025 VM\n2026 May 08 call went to voicemail, no contact made\n2026 May 08 brief call with Rita, membership lapsed, call ended abruptly","pds_july":"1","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A00075","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","phone_2":"3064250199","pds_september":"1","last_act_type":"2021-07-04","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"rita.morrow@llrib.ca","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:56:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Rita and introduced herself, informing Rita about her lapsed Associate membership with the National Payroll Institute. The call was very brief and ended abruptly without further discussion or resolution.","aitm_callsummarytitle":"Brief call with lapsed member","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_78981cc67a36c19e4cd4635723b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_78981cc67a36c19e4cd4635723b","mini_nps":"3","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33915","email":"krisdm11@gmail.com","first_name":"Kristin","last_name":"Morton","phone":"3069861786","orgname":"SJ Fine Foods Ltd.","customer_acct_name":"SJ Fine Foods Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"117648","full_name":"Kristin Morton","do_id":"L25A00609","language":"English","canceldate":"2021-11-02","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2020-09-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"SK","cpa_certification":"PCP","intcode":"06","blocnote":"June 3 2025 vm\r\nAug 20 2025 vm\r\nLN Nov 19 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, no human answer\n2026 May 11 call reached voicemail, no contact made.\n2026 May 13 call reached voicemail, no human answer\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:40-04:00","pds_july":"1","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25A00609","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"3062929742","pds_september":"1","last_infoline_date_type":"2020-03-09","last_act_type":"2020-03-09","pcl_status":"P","pcl_completion_date":"2008-01-03","pf1_status":"P","pf1_completion_date":"2015-02-06","pf2_status":"P","pf2_completion_date":"2017-02-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-10-08","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"krisdm11@gmail.com","pcl_completion_date_5":"2013-01-03","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:43-04:00","number_of_call_attempts":"8","number_of_total_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 contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c0cb56ba6882a9196962fd2c886","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c0cb56ba6882a9196962fd2c886","mini_nps":"3","onesentencenotrenewed":"No conversation occurred to determine renewal interest.","initialvalue":"Other","othermemberbenefit":"No information provided.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"33826","email":"flora780211@gmail.com","first_name":"Fen","last_name":"Zhang","phone":"6043685986","orgname":"Someng Info Service Ltd.","customer_acct_name":"Someng Info Service Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"294571","full_name":"Fen Zhang","language":"English","canceldate":"2024-06-04","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2020-11-05","lead_status":"Refused","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","cpa_certification":"PCP","intcode":"03","blocnote":"June 3 2025 vm\r\nAug 20 2025 vm\n2026 May 08 contact not Fen, refused to provide Fen's number, ended call politely","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:06:45-04:00","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A01090","temp_intcode_for_auto_old_int_code":"03","phone_2":"7785127198","last_act_type":"2025-04-24","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":"2021-07-21","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"flora780211@gmail.com","pcl_completion_date_5":"2026-01-17","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Fen Zhang but spoke with a person who was not Fen and was unwilling to provide Fen's contact information. The agent explained the purpose of the call and ended the conversation politely.","aitm_callsummarytitle":"Contact not Fen, refused to provide contact info","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"Contact refused to provide Fen's contact information and was not interested in the call.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"6","astotherreasonsnottorenew":"Contact refused to provide contact information and was suspicious of the call.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","old_do_id":"L25A01090","session_id":"call_eae96788304f67fcff43689a112","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_eae96788304f67fcff43689a112","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34244","email":"rmfrazzle@gmail.com","first_name":"Randy","last_name":"Mayes","phone":"3435853333","orgname":"First Nations Education Administrators Association","customer_acct_name":"First Nations Education Administrators Association","tags":"npiAlert13, 250917 phone cannot be recovered, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"271338","full_name":"Randy Mayes","do_id":"L25A00959","language":"English","time_zone":"2","area_code":"343","members_type":"AST","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"16","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 Number not in service\n2026 May 08 call reached voicemail, no message left\n2026 May 08 call reached voicemail, no contact with Randy Mayes\n2026 May 11 wrong number, contact not Randy.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:50-04:00","pds_july":"3","temp_do_id_for_auto_old_do_id":"L25A00959","temp_intcode_for_auto_old_int_code":"16","phone_2":"6132977706","canceldate":"2022-01-07","new_member_date_2":"2019-11-20","paid_thru":"2021-10-31","pds_august":"3","old_int_code":"08","notrenewedother":"Phone cannot be recovered","pds_september":"3","last_infoline_date_type":"2021-08-09","last_act_type":"2021-08-12","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"rmfrazzle@gmail.com","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called a number asking for Randy, but the person who answered said it was the wrong number and that they recently got the number.","aitm_callsummarytitle":"Wrong Number - Contact Not Randy","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e57056dae49eb835ae9c1a00232","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e57056dae49eb835ae9c1a00232","mini_nps":"3","onesentencenotrenewed":"Wrong number, no renewal interest.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Wrong number, contact not reached.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33726","email":"veckert@smgh.ca","first_name":"Vicki","last_name":"Eckert","phone":"5197494300","orgname":"Waterloo Regional Health Network","customer_acct_name":"Waterloo Regional Health Network","tags":"npiAlert3, npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"228470","full_name":"Vicki Eckert","members_type":"CORP","lead_status":"Renewed Lapsed","coidnewmbrdate":"2023-03-22","city_1":"Kitchener","time_zone":"2","province":"ON","language":"English","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"02 June 2025 VM\r\n15 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T09:08:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2507604","temp_intcode_for_auto_old_int_code":"99","organization_id":"7828","pds_august":"2","old_int_code":"6","date_of_renewal_identification":"2026-05-28","pds_september":"2","last_act_type":"2025-01-04","company_paid_thru":"2026-09-30","number_of_passed_courses":"0","pds_october":"2","old_do_id":"L25O02419","trc":"False","wera":"False","pds_november":"2","do_id":"LB2507604","npi_email_temp":"veckert@smgh.ca","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30568","email":"maryse@tcbrands.com","first_name":"Mary","last_name":"Seelhoff","phone":"7609305448","orgname":"Callaway Golf Canada Ltd.","customer_acct_name":"Callaway Golf Canada Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"282779","members_type":"AST","do_id":"L25A02143","old_do_id":"L25O00656","coidnewmbrdate":"2024-01-15","city_1":"Markham","province":"ON","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2019-11-08","full_name":"Mary Seelhoff, FPC","canceldate":"2021-01-06","no_email_solicitation":"FALSE","area_code":"760","time_zone":"5","intcode":"06","blocnote":"28 May 2025 VM\r\n10 September 2025 VM\r\nLN \/ 11 December 2025 VM\n2026 May 08 call went to voicemail, no contact reached\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T18:07:09-04:00","pipeline_2_members_only_ast":"","organization_id":"298991","email2":"maryse@callawaygolf.com","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25A02143","temp_intcode_for_auto_old_int_code":"6","language":"English","last_infoline_date_type":"2025-02-27","last_conf_date_type":"2021-06-09","last_act_type":"2025-02-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"maryse@tcbrands.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-25T18:07:09-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b5b142e13e2bebe07764c5a74ad","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b5b142e13e2bebe07764c5a74ad","company_paid_thru":"2024-12-31","corp_cancel_date":"2025-03-04","company_status":"I"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"173667","full_name":"Colette Turgeon","language":"English","canceldate":"2023-07-11","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2021-04-28","lead_status":"Refused","no_email_solicitation":"False","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Refused Lapsed","province":"SK","cpa_certification":"PCP","intcode":"01","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 Number not found\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 contact declined renewal, no longer working in payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A00673","temp_intcode_for_auto_old_int_code":"01","phone_2":"3063412266","old_int_code":"06","notrenewedother":"Phone cannot be recovered","last_act_type":"2022-02-05","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","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:51:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Colette Turgeon regarding her lapsed Associate membership with the National Payroll Institute. Colette answered the survey questions but declined to renew her membership, citing that she is no longer working in payroll. The call concluded politely without any issues.","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","session_id":"call_5aa2a13fb90a66fa46918c40735","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5aa2a13fb90a66fa46918c40735","mini_nps":"4","onesentencenotrenewed":"No, because she is no longer working in payroll.","initialvalue":"Stay Current","age_range":"61+","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00673","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"9298","email":"ssahmed62@hotmail.com","first_name":"Syed","last_name":"Ahmed","phone":"4167485241","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":"Syed Ahmed","language":"English","origin":"Lapsed Spring 2024","individual_id":"320157","region":"CDN","lead_status":"Refused","old_do_id":"L25C06392","members_type":"CAND","province":"ON","area_code":"416","time_zone":"2","phone_2":"4167485241","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","intcode":"21","blocnote":"Mar 12 2025 vm  Mar 25 2025 vm\r\nMar 26 2025 vm  Mar 28 2025 vm  Apr 1 2025 vm\r\nAPr 4 2025 vm APr 29 2025 vm  Sept 5 2025 vm","paid_thru":"2023-12-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T10:51:00-05:00","new_member_date_2":"2023-01-05","temp_do_id_for_auto_old_do_id":"L25C06392","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-22","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":"ssahmed62@hotmail.com","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"33767","email":"mgagnon@napoli-bertrand.com","first_name":"M\u00e9lanie","last_name":"Gagnon","phone":"4504666803","orgname":"Napoli Bertrand Inc.","customer_acct_name":"Napoli Bertrand Inc.","tags":"","ip4":"127.0.0.1","fields":{"do_id":"L25O00269","intcode":"21","language":"French","dhmsfin_telemarketing_last_contacted_date":"2025-02-19T09:44:00-05:00","lead_status":"Refused","time_zone":"2","area_code":"450","blocnote":"7 1 25 BV, 13 1 25 meeting, 14 1 25 pas au bur 15 1 25 BV Sondage fait 19 2 25 NON","pipeline_1_lapsed_members":"Refused Lapsed","full_name":"M\u00e9lanie Gagnon","notrenewedother":"Not interested","pipeline_2_members_only_ast":"","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25O00269","temp_intcode_for_auto_old_int_code":"21","individual_id":"305487","province":"QC","organization_id":"294563","phone_2":"5147427479","last_infoline_date_type":"2022-05-30","last_act_type":"2022-05-30","pcl_status":"F","pcl_completion_date":"2022-01-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mgagnon@napoli-bertrand.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","company_paid_thru":"2021-10-31","corp_cancel_date":"2022-01-07","company_status":"I"}},"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, TMAI","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":"15","blocnote":"03 June 2025 Only by e-mail\n2026 May 08 call reached admissions department, did not speak with Sonia, call ended without completion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:52-04:00","pds_july":"2","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00353","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:52-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Sonia at BHN Bellwood Toronto and navigated through an automated phone system before finally connecting with a person who identified as Matthew from the admissions department. The agent repeatedly asked to speak with Sonia but did not complete the intended conversation or task before the call ended.","aitm_callsummarytitle":"Attempted to reach Sonia at BHN Bellwood Toronto","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"16","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_514e69c0cfce562eee55d90269f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_514e69c0cfce562eee55d90269f","number_of_calls_reached":"1"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail for Shalene Walsh\n2026 May 11 reached voicemail for Shalane Walsh\n2026 May 11 reached voicemail for Shalane Walsh\n2026 May 13 call reached voicemail for Shalene Walsh.\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 voicemail reached for Shalene Walsh\n2026 May 15 call reached voicemail for Shalene Walsh","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","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":"2024-03-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shalane.walsh@gmail.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:32-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by the contact and went to voicemail.","aitm_callsummarytitle":"Voicemail reached for Shalene Walsh","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5060f369fbf29b8ef10d482c089","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5060f369fbf29b8ef10d482c089","onesentencenotrenewed":"No conversation, voicemail reached.","initialvalue":"Other","othermemberbenefit":"No interaction due to voicemail.","astotherreasonsnottorenew":"No interaction due to voicemail.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"34105","email":"crystalshaw79@gmail.com","first_name":"Crystal","last_name":"Shaw","phone":"7808912000","orgname":"Bigstone Health Commission","customer_acct_name":"Bigstone Health Commission","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"219889","full_name":"Crystal Shaw","do_id":"L25A00403","language":"English","canceldate":"2023-05-02","time_zone":"4","area_code":"780","extension_phone_1":"2315","members_type":"AST","new_member_date_2":"2019-02-25","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 she doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T16:27:00-04:00","old_int_code":"12","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00403","temp_intcode_for_auto_old_int_code":"21","phone_2":"7808910588","last_conf_date_type":"2020-06-17","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-11-13","pf1_status":"P","pf1_completion_date":"2013-12-18","pf2_status":"P","pf2_completion_date":"2014-01-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-11-28","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"crystalshaw79@gmail.com","pcl_completion_date_5":"2018-11-13","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"101793","full_name":"Jennifer Lee","language":"English","canceldate":"2023-02-02","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2006-04-10","lead_status":"Refused","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Refused Lapsed","province":"SK","intcode":"01","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026 May 08 call reached voicemail, no contact made.\n2026 May 08 voicemail reached, message left for Jennifer\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 contact requested removal from call list and is not interested in renewing.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:49-04:00","pds_july":"1","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A00589","temp_intcode_for_auto_old_int_code":"01","pds_august":"1","phone_2":"3063814459","pds_september":"1","last_infoline_date_type":"2018-11-09","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","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-11T11:31:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent reached Jennifer Lee and informed her about the National Payroll Institute membership renewal. Jennifer requested to be removed from the call list and expressed no interest in renewing. The call ended shortly after with the agent acknowledging her request.","aitm_callsummarytitle":"Contact Refused Membership Renewal and Requested Removal","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"Not interested in renewing membership.","initialvalue":"Other","othermemberbenefit":"No interaction due to voicemail.","astotherreasonsnottorenew":"Contact requested to be removed from the call list and is not interested in renewing.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_e6a630cd83d8a2e35140863b695","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e6a630cd83d8a2e35140863b695","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00589","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33727","email":"nbilodeau@polyexpert.com","first_name":"Nathalie","last_name":"Bilodeau","phone":"5146316662","orgname":"E2ip Technologies","customer_acct_name":"E2ip Technologies","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"309446","full_name":"Nathalie Bilodeau","members_type":"CORP","lead_status":"Renewed Lapsed","coidnewmbrdate":"2022-01-27","city_1":"Laval","time_zone":"2","province":"QC","language":"French","extension_phone_1":"144","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-05-28","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2506607","organization_id":"286770","last_act_type":"2025-03-09","company_paid_thru":"2027-02-28","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2506607","old_do_id":"L25O00748","npi_email_temp":"nbilodeau@polyexpert.com","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"33623","email":"erigamher@gmail.com","first_name":"Erika","last_name":"Gamboa","phone":"5194890005","orgname":"Voyis Imaging Inc","customer_acct_name":"Voyis Imaging Inc","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334964","full_name":"Erika Gamboa","members_type":"CAND","do_id":"L25C00583","lead_status":"Lapsed Member","new_member_date_2":"2024-03-01","city_1":"Waterloo","time_zone":"2","province":"ON","language":"English","phone_2":"5197813310","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"06","blocnote":"16 April 2025 Temporarily unavailable\r\n24 April 2025 VM\r\n04 September 2025 VM\r\nLN \/ 08 December 2025 VM","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T11:41:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00583","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-05-28","pcl_status":"F","pcl_completion_date":"2024-07-02","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"erigamher@gmail.com","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"33989","email":"suzan.heath@legrand.ca","first_name":"Suzan","last_name":"Heath","phone":"4165248516","orgname":"Legrand Canada","customer_acct_name":"Legrand Canada","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"299986","full_name":"Suzan Heath","do_id":"L25A01126","language":"English","canceldate":"2022-06-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2021-04-08","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"June 4 2025 vm\r\nAug 21 2025 vm\n2026 May 08 voicemail reached, no human contact\n2026 May 11 call started, agent introduced purpose, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T09:36:41-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A01126","temp_intcode_for_auto_old_int_code":"15","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":"suzan.heath@legrand.ca","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","called_by":"Tri","aitm_status_called":"2026-05-11T09:36:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Susan and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. The call ended shortly after the introduction without further conversation.","aitm_callsummarytitle":"Call started but ended early after introduction","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a0b44745e6d7487069cb6419a82","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a0b44745e6d7487069cb6419a82","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34818","email":"jessy1415@yahoo.com","first_name":"Jaswinder","last_name":"Kaur","phone":"6474995727","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"246481","full_name":"Jaswinder Kaur, PCP","lead_status":"Renewed Lapsed","members_type":"PRO","new_member_date_2":"2025-05-05","coidnewmbrdate":"2023-04-01","city_1":"Pickering","time_zone":"2","province":"ON","language":"English","phone_2":"6475393405","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2022-06-02","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","blocnote":"June 11 2025 vm\r\nrenewal PRO","dhmsfin_telemarketing_last_contacted_date":"2025-07-18T11:18:00-04:00","date_of_renewal_identification":"2025-06-12","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2505633","temp_intcode_for_auto_old_int_code":"99","old_int_code":"24","last_infoline_date_type":"2025-01-05","last_act_type":"2026-03-23","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":"2018-12-08","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"L25O00817","npi_email_temp":"jessy1415@yahoo.com","pcl_completion_date_5":"2021-12-18","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"9100","email":"mgao40626@gmail.com","first_name":"Min","last_name":"Gao","phone":"6476191217","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C06994","province":"ON","full_name":"Min Gao","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-11-02","individual_id":"305061","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500917","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":"2021-09-22","temp_do_id_for_auto_old_do_id":"L25C06994","phone_2":"6476191217","last_act_type":"2022-10-08","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2022-04-24","pf2_status":"P","pf2_completion_date":"2022-04-24","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"mgao40626@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"34309","email":"darwin.ragasa7@gmail.com","first_name":"Darwin","last_name":"Ragasa","phone":"3067665773","orgname":"Saskatchewan  Health Authority","customer_acct_name":"Saskatchewan  Health Authority","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"276974","full_name":"Darwin Ragasa","do_id":"L25A00978","language":"English","canceldate":"2022-08-03","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2019-06-14","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 \/ 16 September 2025 VM\n2026 Feb 25 call reached voicemail, no conversation.\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 09 call reached voicemail, no message left\n2026 Mar 11 callback scheduled for 6 PM\n2026 Mar 11 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":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25A00978","temp_intcode_for_auto_old_int_code":"06","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":"darwin.ragasa7@gmail.com","aitm_status_called":"2026-03-13T16:06:48-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered by the contact and went 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":"7","npi_call_back_date_and_time":"2026-03-11T18:00:00-04:00","npi_call_back_time_hour":"18","npi_call_back_time_minute":"00","old_int_code":"10","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"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":"2021-01-07","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","latest_paid_thru":"2022-06-30"}},"seriesid":"163"}
{"contact":{"id":"34992","email":"wu.katie@gmail.com","first_name":"Katie","last_name":"Wu","phone":"6042918728","orgname":"","customer_acct_name":"","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Katie Wen Ching Wu","language":"English","canceldate":"2024-07-11","time_zone":"5","area_code":"604","members_type":"AST","do_id":"L25A01621","new_member_date_2":"2024-05-14","phone_2":"6042918728","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"337643","intcode":"06","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 call went to voicemail, no contact reached\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:46-04:00","temp_do_id_for_auto_old_do_id":"L25A01621","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-02-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"wu.katie@gmail.com","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:32-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was very brief and ended up reaching voicemail without any meaningful conversation.","aitm_callsummarytitle":"Voicemail reached, no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_318ab7965669d4cd52244e36219","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_318ab7965669d4cd52244e36219"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human contact\n2026 May 13 call reached general voicemail mailbox, no human interaction\n2026 May 15 call transferred to general mailbox, no contact reached\n2026-05-19 Dial no answer, phone: +14167813574\n2026 May 21 call reached voicemail, no contact interaction\n2026 May 25 call reached voicemail, message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","pds_july":"1","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25A00887","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","pds_september":"1","last_infoline_date_type":"2017-01-08","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","latest_paid_thru":"2021-11-30","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:06-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was made to Roots Canada but reached their general voicemail mailbox. The agent left a message as instructed by the voicemail system.","aitm_callsummarytitle":"Voicemail reached at Roots Canada","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_81a90762e74d27845a85064316d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_81a90762e74d27845a85064316d","old_int_code":"05","mini_nps":"3","onesentencenotrenewed":"Call reached voicemail, no interaction with contact.","initialvalue":"Other","othermemberbenefit":"No interaction to determine","astotherreasonsnottorenew":"No contact was reached as the call went to voicemail.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"34151","email":"debw@efcc.ca","first_name":"Debra","last_name":"Walton","phone":"6045132183","orgname":"Evangelical Free Church of Canada","customer_acct_name":"Evangelical Free Church of Canada","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"252251","full_name":"Debra Walton","do_id":"L25A00414","language":"English","canceldate":"2022-06-17","time_zone":"5","area_code":"604","extension_phone_1":"3637","members_type":"AST","new_member_date_2":"2017-04-21","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"5","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"15","blocnote":"June 4 2025 vm\r\nAug 21 2025 vm\n2026 May 08 call reached gatekeeper, Debra not available\n2026 May 11 call ended shortly after initial contact attempt","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:06:43-04:00","pds_july":"5","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A00414","temp_intcode_for_auto_old_int_code":"15","pds_august":"5","pds_september":"5","last_infoline_date_type":"2022-04-03","last_act_type":"2022-06-17","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"debw@efcc.ca","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-11T14:06:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called the contact and asked to speak with Debra, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Short call, no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0e68e39bf2c33f0bc637ccca28a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0e68e39bf2c33f0bc637ccca28a","number_of_calls_reached":"2","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"34762","email":"administration@beauchateau.ca","first_name":"Sonia","last_name":"St-Pierre","phone":"4506928910","orgname":"La R\u00e9gie Beau-Ch\u00e2teau","customer_acct_name":"La R\u00e9gie Beau-Ch\u00e2teau","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"331409","full_name":"Sonia St-Pierre","do_id":"L25A01319","language":"French","canceldate":"2025-01-07","time_zone":"2","area_code":"450","members_type":"AST","new_member_date_2":"2023-11-10","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-10-31","intcode":"15","blocnote":"LN. 15 SEPT 2025 BV\n2026 May 08 call attempted but poor connection and inaudible speech prevented conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:28-04:00","temp_do_id_for_auto_old_do_id":"L25A01319","temp_intcode_for_auto_old_int_code":"15","phone_2":"5146085429","last_act_type":"2023-10-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"administration@beauchateau.ca","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:28-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Sonia multiple times but experienced poor connection and inaudible responses throughout the call. Due to the communication issues, the agent decided to end the call and planned to try calling back another time.","aitm_callsummarytitle":"Call ended due to poor connection","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Poor connection prevented meaningful conversation.","initialvalue":"Other","othermemberbenefit":"Poor connection prevented discussion of benefits.","old_int_code":"6","astotherreasonsnottorenew":"Poor connection and inaudible speech prevented conversation.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_293dc462f480b74165aeabc8685","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_293dc462f480b74165aeabc8685"}},"seriesid":"163"}
{"contact":{"id":"31107","email":"nalineya@gmail.com","first_name":"Naline","last_name":"Ali","phone":"9056773231","orgname":"Audmet Canada Ltd.","customer_acct_name":"Audmet Canada Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Naline Ali","lead_status":"Lapsed Member","members_type":"PRO","city_1":"Markham","province":"ON","phone_2":"9054773303","do_id":"L25P01621","pipeline_2_members_only_ast":"","new_member_date_2":"2023-03-27","canceldate":"2025-05-02","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"2","area_code":"905","time_zone":"2","individual_id":"254230","language":"English","extension_phone_1":"5357","old_do_id":"AST1635","intcode":"16","onesentencenotrenewed":"","blocnote":"June 10 2025 vm\r\nSept 3 2025 vm\n2026 May 19 call ended due to invalid extension number at Oticon Canada","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T15:47:01-04:00","pds_july":"2","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25P01621","temp_intcode_for_auto_old_int_code":"16","pds_august":"2","pds_september":"2","last_infoline_date_type":"2022-09-21","last_act_type":"2025-07-31","pcl_status":"P","pcl_completion_date":"2017-12-03","pf1_status":"P","pf1_completion_date":"2019-01-29","pf2_status":"P","pf2_completion_date":"2021-01-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-03-04","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"nalineya@gmail.com","pcl_completion_date_5":"2022-12-03","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","thewithdrawaldate":"2025-05-02","aitm_status_called":"2026-05-19T15:47:01-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was made to Oticon Canada but the extension number entered was not found, resulting in the call being ended without reaching a human.","aitm_callsummarytitle":"Call ended due to invalid extension","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_eeb124f7c2a5b2757728e1aa65b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_eeb124f7c2a5b2757728e1aa65b","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9207","email":"lillianliu@polyhomes.com","first_name":"Lilian Liu","last_name":"Pang","phone":"6048771131","orgname":"Polygon Homes Ltd.","customer_acct_name":"Polygon Homes Ltd.","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":"L25O02201","full_name":"Lillian Liu","language":"English","origin":"Lapsed Spring 2024","domain_1":"polyhomes.com","individual_id":"348824","area_code":"604","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-21","old_do_id":"LB2502331","time_zone":"5","province":"BC","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"02","blocnote":"10 March 2025 VM\r\n18 March 2025 VM\r\n31 March 2025 VM\r\n05 May 2025 VM\r\n04 September 2025 - she is new at the company - sent her an e-mail for renewal\r\nLN \/ 29 October 2025 VM\r\nLN \/ 12 November 2025 VM\r\nLN \/ 27 November 2025 She will submit the renewal in 2026","sendapplicationform":"2025-09-04T22:18:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T17:39:00-05:00","regular_email_change_date":"2025-09-04T18:18:31-04:00","temp_do_id_for_auto_old_do_id":"L25O02201","temp_intcode_for_auto_old_int_code":"02","phone_2":"7783780086","old_int_code":"06","number_of_passed_courses":"0","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":"lillianliu@polyhomes.com"}},"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":"30619","email":"k.matheson@askwellness.ca","first_name":"Kyra","last_name":"Matheson","phone":"2503767558","orgname":"Ask Wellness Society","customer_acct_name":"Ask Wellness Society","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"285220","full_name":"Kyra Matheson","members_type":"CAND","do_id":"L25C00176","city_1":"Kamloops","province":"BC","language":"English","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2020-01-27","area_code":"250","time_zone":"5","canceldate":"2025-03-04","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00176","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-15","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":"k.matheson@askwellness.ca","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-01-31","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34016","email":"hydercpm@gmail.com","first_name":"Md.","last_name":"Ali","phone":"4166459400","orgname":"CDI College Scarborough Campus","customer_acct_name":"CDI College Scarborough Campus","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"136089","full_name":"Md. Hyder Ali","language":"English","canceldate":"2022-11-02","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2008-09-23","lead_status":"Not Relevant","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"","province":"ON","cpa_certification":"CPM","organization_id":"201903","intcode":"99","blocnote":"June 4 2025 No one in their directory by MD. Hyder Ali.","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T11:19:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2505433","temp_intcode_for_auto_old_int_code":"99","phone_2":"4166861253","old_do_id":"LB2505433","old_int_code":"10","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":"2008-10-21","pf1_status":"P","pf1_completion_date":"2008-11-12","pf2_status":"P","pf2_completion_date":"2008-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-03-05","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"hydercpm@gmail.com","pcl_completion_date_5":"2013-10-21","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","corp_cancel_date":"2023-10-03","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"33669","email":"damianandrewjones@gmail.com","first_name":"Damian","last_name":"Jones","phone":"2899219811","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":"334972","full_name":"Damian Jones","members_type":"CAND","do_id":"L25C00629","lead_status":"Lapsed Member","new_member_date_2":"2024-03-01","city_1":"Mississauga","time_zone":"2","province":"ON","language":"English","phone_2":"2899219811","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00629","last_act_type":"2024-02-29","pcl_status":"F","pcl_completion_date":"2024-07-02","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:22:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"damianandrewjones@gmail.com","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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","latest_paid_thru":"2025-01-31"}},"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, TMAI, recall pro","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":"05","blocnote":"30 May 2025 VM\r\n10 September 2025 Number not assigned\r\nLN \/ 11 December 2025 Not in service\n2026-05-11 Dial no answer, phone: +12048070218\n2026-05-11 Dial no answer, phone: +12048070218","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T16:30:23-04:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00270","temp_intcode_for_auto_old_int_code":"05","last_act_type":"2025-02-06","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":"16","npi_email_temp":"justine.andres@hotmail.com","pcl_completion_date_5":"2026-03-15","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-11T16:46:41-04:00","number_of_call_attempts":"7","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_c30aab2fee644d42572a901f002","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c30aab2fee644d42572a901f002","number_of_total_call_attempts":"7"}},"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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"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, TMAI","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":"15","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 contact answered and conversation started with Sandra Morrison","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:57-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A01092","temp_intcode_for_auto_old_int_code":"15","phone_2":"9052510450","last_infoline_date_type":"2022-04-02","last_act_type":"2022-04-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sandra.morrison@magna.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:20-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent Ellen successfully reached Sandra Morrison and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. The call was initiated and the agent began the conversation to ask questions about the membership renewal.","aitm_callsummarytitle":"Successful contact with Sandra Morrison about membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7bee8530083495b27bc575480f6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7bee8530083495b27bc575480f6","mini_nps":"3","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35180","email":"harmanp1111@outlook.com","first_name":"Harmanpreet","last_name":"Kaur","phone":"6479979512","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Harmanpreet Kaur","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"647","members_type":"CAND","new_member_date_2":"2023-05-17","phone_2":"6479979512","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313137","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C02440","last_act_type":"2023-05-17","pcl_status":"F","pcl_completion_date":"2022-08-28","pf1_status":"F","pf1_completion_date":"2024-04-23","pf2_status":"F","pf2_completion_date":"2023-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:33:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"harmanp1111@outlook.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C02440"}},"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":"2022-01-02","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","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"34937","email":"chest1984@hotmail.com","first_name":"Joanie","last_name":"Poirier","phone":"5143512000","orgname":"Groupe SJM, Etalex","customer_acct_name":"Groupe SJM, Etalex","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"199934","full_name":"Joanie Poirier, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2021-05-25","city_1":"Terrebonne","province":"QC","language":"French","time_zone":"2","area_code":"514","phone_2":"5146615999","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2025-04-29","cpa_certification":"SCP","pds_april":"7","cert_status":"ACTIVE","zerobounce_reason":"valid","organization_id":"326950","date_of_renewal_identification":"2026-05-28","intcode":"99","blocnote":"renewal corp","dhmsfin_telemarketing_last_contacted_date":"2025-07-18T11:34:00-04:00","pds_july":"7","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2504740","temp_intcode_for_auto_old_int_code":"99","pds_august":"7","old_int_code":"24","pds_september":"7","last_infoline_date_type":"2021-04-21","last_act_type":"2026-12-01","company_paid_thru":"2026-06-30","pcl_status":"P","pcl_completion_date":"2020-02-02","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":"2021-12-02","number_of_passed_courses":"4","pds_october":"7","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"7","do_id":"LB2504740","old_do_id":"L25P00768","npi_email_temp":"chest1984@hotmail.com","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","company_status":"A"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact answer\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no answer\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact answer\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:46-04:00","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","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:31:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by the contact and went to voicemail.","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","session_id":"call_6620401c246e09b11cee83710ac","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6620401c246e09b11cee83710ac","mini_nps":"3"}},"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, TMAI","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":"03","blocnote":"04 June 2025 Not in the office\r\nLN \/ 15 September 2025 Not in the office\n2026 May 08 voicemail reached, no contact made\n2026 May 08 call reached gatekeeper, no message left, call ended\n2026 May 11 contact not available, spoke with gatekeeper Shelly, no message left.\n2026 May 13 call reached gatekeeper Jackie; Marlaina unavailable; callback suggested for tomorrow\n2026 May 15 voicemail reached, no contact made\n2026 May 15 call reached voicemail at MCR Accounting\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 contact not available, spoke with gatekeeper Shelly\n2026 May 21 call reached voicemail at MCR Accounting\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached gatekeeper Shelly, Marlaina not available, no message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:06-04:00","pds_july":"2","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A00646","temp_intcode_for_auto_old_int_code":"03","pds_august":"2","phone_2":"2507930245","pds_september":"2","last_infoline_date_type":"2019-01-10","last_act_type":"2023-02-05","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","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-25T13:07:06-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"11","npi_transcriptsummary":"The agent called MCR Accounting and spoke with Shelly, who informed that Marlaina was not available. The agent declined to leave a message and ended the call, planning to call back later.","aitm_callsummarytitle":"Contact Not Available, No Message Left","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0645fe072ec697a890622d92071","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0645fe072ec697a890622d92071","old_int_code":"06","number_of_calls_reached":"5","mini_nps":"3","onesentencenotrenewed":"Contact not available and no message left; call to be attempted again later.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not reached; no renewal discussion.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"33928","email":"angela.gys@gmail.com","first_name":"Yushi","last_name":"Gu","phone":"4168237823","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"247378","full_name":"Yushi Gu","do_id":"L25A00867","language":"English","canceldate":"2022-11-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2016-09-30","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 vm\r\nLN Sept 22 2025 vm\n2026 May 08 reached voicemail, no contact with Yushi\n2026 May 11 voicemail reached, no live contact\n2026 May 13 call reached voicemail for Ricky Yushi, no conversation.\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no direct contact made\n2026 May 21 call reached voicemail\n2026 May 25 call reached voicemail, contact not available","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:07-04:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A00867","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-08-30","pcl_status":"P","pcl_completion_date":"2016-12-25","pf1_status":"P","pf1_completion_date":"2017-04-16","pf2_status":"P","pf2_completion_date":"2017-07-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-06-07","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"angela.gys@gmail.com","pcl_completion_date_5":"2021-12-25","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:07-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call reached a voicemail where the contact 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","session_id":"call_65637e02a06a9bf149627c70c56","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_65637e02a06a9bf149627c70c56","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"33716","email":"david@redsealfinancial.com","first_name":"David","last_name":"Lord","phone":"7809193283","orgname":"Get Up and Go Ventures Inc.","customer_acct_name":"Get Up and Go Ventures Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321524","full_name":"David Lord, CPA, CMA, CFP","members_type":"CORP","do_id":"L25O00736","lead_status":"Lapsed Member","coidnewmbrdate":"2023-02-06","city_1":"Edmonton","time_zone":"4","province":"AB","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"11","blocnote":"June 2 2025 vm\r\nAug 20 2025 Refused","dhmsfin_telemarketing_last_contacted_date":"2025-08-20T11:57:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00736","temp_intcode_for_auto_old_int_code":"11","organization_id":"321523","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"david@redsealfinancial.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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":"2026-04-05","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","npi_email_temp":"laoya_lw@hotmail.com","pcl_completion_date_5":"2014-01-06","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"34277","email":"dbiesinger@hrpa.ca","first_name":"Diane","last_name":"Biesinger","phone":"4169232324","orgname":"HRPA","customer_acct_name":"HRPA","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"86908","full_name":"Diane Biesinger","do_id":"L25A00444","language":"English","time_zone":"2","area_code":"416","members_type":"AST","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"0","blocnote":"june 5 2025 vm  Sept 5 2025 vm\r\nLN \/ 10 December 2025 Not able to reach her\n2026 May 08 contact informed Diane Biesinger is no longer with the organization, no new contact info provided.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:20-04:00","temp_do_id_for_auto_old_do_id":"L25A00444","temp_intcode_for_auto_old_int_code":"08","canceldate":"2022-05-03","new_member_date_2":"2021-03-07","paid_thru":"2022-02-28","extension_phone_1":"385","phone_2":"8003871311","last_act_type":"2021-07-03","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"08","npi_email_temp":"dbiesinger@hrpa.ca","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:20-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Diane Biesinger regarding the National Payroll Institute membership but was informed that Diane is no longer with the organization. The agent asked for updated contact information but the user did not have it, and the call ended politely.","aitm_callsummarytitle":"Contact Not Available - No Updated Info","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact is no longer with the organization and no updated contact information was available.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact no longer works at the organization and no forwarding contact was available.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4d53c87bc88ce524fa94ca50a2c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4d53c87bc88ce524fa94ca50a2c","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33901","email":"jsurprenant@hotmail.fr","first_name":"Jos\u00e9e","last_name":"Surprenant","phone":"8193559362","orgname":"Jos\u00e9e Surprenant","customer_acct_name":"Jos\u00e9e Surprenant","tags":"250821 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"296998","full_name":"Jos\u00e9e Surprenant","do_id":"L25A01105","language":"French","canceldate":"2023-03-02","time_zone":"2","area_code":"819","members_type":"AST","new_member_date_2":"2021-01-21","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2022-12-31","intcode":"05","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:35-04:00","old_int_code":"16","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25A01105","temp_intcode_for_auto_old_int_code":"05","phone_2":"8193559362","last_act_type":"2021-04-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jsurprenant@hotmail.fr","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:34-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","blocnote":"2026-05-08 Dial no answer, phone: +18193559362","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_292c6c6efa58e7937a7a7cc0e4d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_292c6c6efa58e7937a7a7cc0e4d"}},"seriesid":"163"}
{"contact":{"id":"34776","email":"rcreechan@cogeco.ca","first_name":"Michele","last_name":"Creechan","phone":"9055455508","orgname":"Hutchsdingleydell Ltd.","customer_acct_name":"Hutchsdingleydell Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"236597","full_name":"Michele Creechan","do_id":"L25A00823","language":"English","canceldate":"2021-10-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2015-08-24","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"June 11 2025 She is no longer with company\n2026 May 08 contact not available; no new contact info provided.\n2026 May 11 call ended after reaching wrong person, did not speak with Michele.\n2026 May 13 contact not available, asked for callback time but none given\n2026 May 15 call ended after initial greeting, contact not reached\n2026 May 19 call disconnected shortly after identity confirmation attempt","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:12:01-04:00","old_int_code":"03","paid_thru":"2021-07-31","temp_do_id_for_auto_old_do_id":"L25A00823","temp_intcode_for_auto_old_int_code":"15","phone_2":"9055492862","last_act_type":"2020-02-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rcreechan@cogeco.ca","formatted_paid_thru":"31\/07\/2021","latest_paid_thru":"2021-07-31","called_by":"Tri","aitm_status_called":"2026-05-19T11:12:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact by asking if they were Michele, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call ended after identity confirmation attempt","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not reached to discuss renewal.","initialvalue":"Other","othermemberbenefit":"Did not reach the intended contact.","astotherreasonsnottorenew":"Did not reach the intended contact.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1053c3d8d9bdf9b0c63e1e89795","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1053c3d8d9bdf9b0c63e1e89795","number_of_calls_reached":"5"}},"seriesid":"163"}
{"contact":{"id":"33638","email":"mpermual@gmail.com","first_name":"Muthuswammi","last_name":"Permual","phone":"4162985700","orgname":"Nienkamper","customer_acct_name":"Nienkamper","tags":"260522 Lapsed DEL","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":"LB2506521","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","npi_email_temp":"mpermual@gmail.com","pcl_completion_date_5":"2029-12-12","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","do_id":"","company_status":"A"}},"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","latest_paid_thru":"2023-09-30"}},"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, TMAI","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\n2026 May 25 call reached voicemail, no human contact\n2026 May 25 call reached voicemail for Yvette Chantal Mendoza","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:08-04:00","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","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":"06","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","latest_paid_thru":"2025-04-30","thewithdrawaldate":"2025-04-02","aitm_status_called":"2026-05-25T12:32:06-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call reached voicemail for Yvette Chantal Mendoza and no conversation took place.","aitm_callsummarytitle":"Voicemail reached for Yvette Chantal Mendoza","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"21","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0868a515ab0e02df314bbde9c12","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0868a515ab0e02df314bbde9c12","number_of_total_call_attempts":"2","mini_nps":"3"}},"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, TMAI","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":"15","blocnote":"June 4 2025 vm\r\nSept 10 2025 Survey completed She said he payroll is simple and no compliance issues.\n2026 May 08 call reached voicemail at Actis Lendrois office\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call started but ended early, no conversation with Joanna","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T09:06:42-04:00","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":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","temp_do_id_for_auto_old_do_id":"L25A00880","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-11T09:06:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called and confirmed they were speaking with Loudron but did not complete the intended conversation or survey with Joanna.","aitm_callsummarytitle":"Call ended early without completion","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","old_int_code":"06","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f9eb6b069c8f6f03459b655b6c1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f9eb6b069c8f6f03459b655b6c1","number_of_calls_reached":"1"}},"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, AI Contacts sent to TM 2026","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":"06","blocnote":"May 11 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:35:00-04:00","old_int_code":"99","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","pds_july":"1","temp_do_id_for_auto_old_do_id":"AST02882","temp_intcode_for_auto_old_int_code":"06","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":"2026-06-03","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":"2026-05-11","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"9205","email":"klee@clearpath.ai","first_name":"Kou","last_name":"Lee","phone":"8447336886","orgname":"Clearpath Robotics Inc.","customer_acct_name":"Clearpath Robotics Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01814","province":"ON","full_name":"Kou Lee","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-01-25","domain_1":"clearpath.ai","lapsed_expiration_date":"2022-03-02","individual_id":"303422","area_code":"844","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2501092","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 16 2025 vm  Aug 12 2025 vm\r\nOct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:28:00-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01814","temp_intcode_for_auto_old_int_code":"6","organization_id":"297162","last_act_type":"2022-02-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"klee@clearpath.ai","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34773","email":"mahshidsherafati@gmail.com","first_name":"Mahshid","last_name":"Sherafati","phone":"4372431360","orgname":"Rastin Sufism Corp.","customer_acct_name":"Rastin Sufism Corp.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"235928","full_name":"Mahshid Sherafati","do_id":"L25A00822","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"437","members_type":"AST","new_member_date_2":"2023-11-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 contact answered and started survey","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:32-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A00822","temp_intcode_for_auto_old_int_code":"15","phone_2":"4372431360","last_act_type":"2023-11-15","pcl_status":"P","pcl_completion_date":"2015-11-23","pf1_status":"P","pf1_completion_date":"2016-01-22","pf2_status":"P","pf2_completion_date":"2016-02-28","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"mahshidsherafati@gmail.com","pcl_completion_date_5":"2020-11-23","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:32-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent successfully reached Mahshid and introduced the purpose of the call regarding her lapsed Associate membership with the National Payroll Institute. Mahshid agreed to proceed with the survey, and the agent began asking the first question about the initial value of membership.","aitm_callsummarytitle":"Membership Renewal Survey Started","notrenewedwanttorenew":"No","mini_nps":"3","initialvalue":"Help with Complex","age_range":"Preferred not to say","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7fd3172e62d9998aaca2da25cc8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7fd3172e62d9998aaca2da25cc8","number_of_calls_reached":"1"}},"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","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":"2025-08-12","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","npi_email_temp":"candice.phelan@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"9172","email":"michaelkoprich@gmail.com","first_name":"Michael","last_name":"Koprich","phone":"4168259499","orgname":"Fitness Experts Inc.","customer_acct_name":"Fitness Experts Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07679","province":"ON","full_name":"Michael Koprich","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"298529","area_code":"416","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500683","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":"2021-03-03","temp_do_id_for_auto_old_do_id":"L25C07679","phone_2":"4168259499","last_act_type":"2021-03-03","pcl_status":"F","pcl_completion_date":"2021-05-30","number_of_passed_courses":"0","intcode":"06","blocnote":"Nov 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:13:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"michaelkoprich@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"34941","email":"abhipsapatel@gmail.com","first_name":"Abhipsa","last_name":"Patel","phone":"2892122444","orgname":"Koch Glitsch Canada LP","customer_acct_name":"Koch Glitsch Canada LP","tags":"payroll.ca visited, 250903 Update AST from Mem Portal, npiAlert16, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"204406","full_name":"Abhipsa Patel","members_type":"AST","do_id":"AST1941","lead_status":"Member","new_member_date_2":"2025-04-29","city_1":"Brampton","province":"ON","language":"English","time_zone":"2","area_code":"289","phone_2":"9054604858","pipeline_2_members_only_ast":"Pre-membership expiration","last_engaged_date":"2025-05-30","sendwelcomeapplicationform":"2025-05-16T13:29:00-04:00","blocnote":"May 4 2026 vm\r\nMay 11 2026 vm\r\nMay 13 2026 vm\r\nMay 20 2026 vm\r\nMay 22 2026 vm\r\nMay 26 2026 vm\r\nMay 28 2026 vm\r\nJune 2 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-02T11:57:00-04:00","onesentencenotrenewed":"","intcode":"06","source_of_membership":"Website","job_title":"HRAdmin","payroll_experience_in_years":"10+","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":"lots of Job options","age_range":"61+","pipeline_1_lapsed_members":"","cert_status":"PENDING","canceldate":"2021-06-02","cpa_certification":"PCP","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1941","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-04-29","telemarketing_call_date":"2025-05-16","pcl_status":"P","pcl_completion_date":"2013-01-18","pf1_status":"P","pf1_completion_date":"2013-05-06","pf2_status":"P","pf2_completion_date":"2014-02-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-03-07","number_of_passed_courses":"4","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:34-05:00","npi_email_temp":"abhipsapatel@gmail.com","apx_entered_date":"2026-03-16","old_int_code":"25","pcl_completion_date_5":"2018-01-18","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30"}},"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":{"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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"34429","email":"mosher.anne-marie@cleanharbors.com","first_name":"Anne-Marie","last_name":"Mosher","phone":"7817925266","orgname":"Clean Harbors","customer_acct_name":"Clean Harbors","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"283792","full_name":"Anne-Marie Mosher, CPP","do_id":"L25A01012","language":"English","canceldate":"2021-02-02","time_zone":"2","area_code":"781","members_type":"AST","new_member_date_2":"2019-12-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"MA","intcode":"06","blocnote":"05 June 2025 Number disconnected\n2026 May 08 call initiated but no conversation, user asked who is calling, call ended.\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call went to voicemail, message left\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T15:12:02-04:00","old_int_code":"03","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A01012","temp_intcode_for_auto_old_int_code":"06","phone_2":"7813674237","last_infoline_date_type":"2020-08-24","last_act_type":"2020-08-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mosher.anne-marie@cleanharbors.com","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-19T15:27:01-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"10","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_23d7f4ad5e4664d75bc06b6e599","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_23d7f4ad5e4664d75bc06b6e599","npi_transcriptsummary":"The call was made to Anne-Marie but went to voicemail, and the agent left a message.","aitm_callsummarytitle":"Voicemail reached, message left","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No conversation about renewal occurred.","initialvalue":"Other","othermemberbenefit":"No information provided.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"33759","email":"wmcmurray@westperth.com","first_name":"Wendy","last_name":"McMurray","phone":"5193488429","orgname":"Municipality of West Perth","customer_acct_name":"Municipality of West Perth","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, fixDhms, 250903 Update AST from Mem Portal, 2512 Active AST approached, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"349177","full_name":"Wendy McMurray","members_type":"CORP","lead_status":"Renewed APX","new_member_date_2":"2025-03-31","city_1":"Mitchell","province":"ON","language":"English","extension_phone_1":"228","date_of_renewal_identification":"2026-04-18","pipeline_2_members_only_ast":"","time_zone":"2","area_code":"519","last_engaged_date":"2025-10-01","resources_tools_may":"1","blocnote":"Oct 27 2025 vm","intcode":"99","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2025-10-27T09:28:00-04:00","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST1922","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-04-24","last_act_type":"2026-04-15","telemarketing_call_date":"2025-10-27","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:49-05:00","npi_email_temp":"wmcmurray@westperth.com","apx_entered_date":"2026-02-14","organization_id":"281709","canceldate":"2026-04-15","old_do_id":"AST1922","old_int_code":"6","formatted_paid_thru":"28\/02\/2027","company_paid_thru":"2027-02-28","latest_paid_thru":"2027-02-28","company_status":"A"}},"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":"30596","email":"montypuaar@gmail.com","first_name":"Monty","last_name":"Puaar","phone":"6047387827","orgname":"H.R. MacMillan Space Centre","customer_acct_name":"H.R. MacMillan Space Centre","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"268916","full_name":"Monty Puaar","members_type":"CAND","do_id":"L25C00164","city_1":"Surrey","province":"BC","language":"English","extension_phone_1":"254","phone_2":"7788889211","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-04","area_code":"604","time_zone":"5","blocnote":"Nov 4 2025 vm\r\nLNC Dec 10 2025 He said he has been trying to log on to renew but it hasn't worked sent email","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T16:24:00-05:00","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":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"general updates or changes in payroll legistlation","membershipcost":"Yes","membershipcostspecify":"I cant afford it any more","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I expected to receive more payroll news for the Province of \u00abBC","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"2","age_range":"18 to 30 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"24","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00164","temp_intcode_for_auto_old_int_code":"24","last_infoline_date_type":"2024-10-01","last_act_type":"2024-10-01","pcl_status":"P","pcl_completion_date":"2021-02-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-10-02","number_of_passed_courses":"2","onesentencenotrenewed":"","old_int_code":"06","trc":"True","wera":"False","sendapplicationform":"2025-12-10T16:23:00-05:00","npi_email_temp":"montypuaar@gmail.com","pcl_completion_date_5":"2026-02-21","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"34649","email":"glawdjab@gmail.com","first_name":"Sabine","last_name":"Beaubrun","phone":"6137831380","orgname":"Student Union of University of Ottawa","customer_acct_name":"Student Union of University of Ottawa","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"227388","full_name":"Sabine Glawdja Beaubrun","do_id":"L25A00782","language":"English","canceldate":"2021-05-04","time_zone":"2","area_code":"343","members_type":"AST","new_member_date_2":"2020-03-04","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"0","blocnote":"June 10 2025 vm\r\nSept 3 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached invalid number message, no human contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:10-04:00","pds_july":"2","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A00782","temp_intcode_for_auto_old_int_code":"08","pds_august":"2","phone_2":"6479214644","pds_september":"2","last_act_type":"2020-10-21","pcl_status":"P","pcl_completion_date":"2014-10-02","pf1_status":"P","pf1_completion_date":"2015-10-01","pf2_status":"P","pf2_completion_date":"2014-12-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-12-23","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"glawdjab@gmail.com","pcl_completion_date_5":"2019-10-02","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to a number that was invalid, resulting in an automated message informing the caller of the invalid number and providing an alternative contact number. The call ended shortly after without reaching a human.","aitm_callsummarytitle":"Invalid Number - No Human Contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1a371e60436f8786408316c5018","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1a371e60436f8786408316c5018","old_int_code":"08","number_of_calls_reached":"1"}},"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":"2026-04-14","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","old_do_id":"L25O00819","npi_email_temp":"bslothouber@meda.org","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"30491","email":"iqbchowdhury@gmail.com","first_name":"Iqbal","last_name":"Chowdhury","phone":"4506557800","orgname":"Danone Inc","customer_acct_name":"Danone Inc","tags":"250214 NPI Emails to recovered and need to update AC, 250305 Gil Lapsed Update before sending TM, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"91076","full_name":"Iqbal Bahar Chowdhury","language":"French","time_zone":"2","new_member_date_2":"2005-06-21","lead_status":"Lapsed Member","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","area_code":"450","phone_2":"5146601436","blocnote":"April 15 2025 vm\r\nApril 28 2025 line busy\r\nMay 7 2025 line busy\r\nJuly 14 2025 line busy\r\nLN Sept 22 2025 line busy","notrenewedother":"Phone cannot be recovered","old_int_code":"7","date_of_renewal_identification":"","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T13:57:00-04:00","canceldate":"2006-06-01","paid_thru":"2025-10-31","temp_do_id_for_auto_old_do_id":"L25O04565","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2024-05-03","last_act_type":"2026-12-01","company_paid_thru":"2026-10-31","pcl_status":"F","pcl_completion_date":"2019-10-21","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"L25O04565","old_do_id":"LB2505466","pipeline_2_members_only_ast":"","npi_email_temp":"iqbchowdhury@gmail.com","pcl_completion_date_5":"2024-10-21","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","ln_entered_date":"2026-05-27"}},"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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"34185","email":"mariepier.hovington@emersion.qc.ca","first_name":"Annouchka","last_name":"Tam","phone":"4182966388","orgname":"Emersion Service-Conseil en Emploi","customer_acct_name":"Emersion Service-Conseil en Emploi","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"269901","full_name":"Annouchka Tombo Tam","do_id":"L25A00422","language":"French","canceldate":"2021-02-02","time_zone":"2","area_code":"418","extension_phone_1":"202","members_type":"AST","new_member_date_2":"2018-12-04","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"1","paid_thru":"2020-11-30","intcode":"15","blocnote":"21 aout 2025 n'est plus en poste\n2026 May 08 call initiated but no clear conversation, ended due to inactivity","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","temp_do_id_for_auto_old_do_id":"L25A00422","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","phone_2":"4182976879","pds_september":"1","last_infoline_date_type":"2018-12-17","last_act_type":"2019-02-10","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"mariepier.hovington@emersion.qc.ca","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Annouchka but the user response was inaudible and the call ended due to inactivity without further conversation.","aitm_callsummarytitle":"Call ended due to inactivity with no clear conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"16","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_08a407544b79c86c4eee98de0f0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_08a407544b79c86c4eee98de0f0","number_of_calls_reached":"1"}},"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, TMAI","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":"10","blocnote":"June 3 2025 vm\r\nAug 20 2025 busy call back\n2026 May 08 contact not available, callback scheduled for next week","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:06:46-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A01117","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2021-02-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kris@abspayroll.net","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T14:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Kristofer King regarding his National Payroll Institute Associate membership but was informed Kristofer was unavailable. The agent arranged to call back next week at any time convenient for Kristofer.","aitm_callsummarytitle":"Callback scheduled for Kristofer","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"7","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_43d02e8148ae797b2083184086a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_43d02e8148ae797b2083184086a","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33917","email":"tkotlyachkova@gmail.com","first_name":"Tatyana","last_name":"Kotlyachkova","phone":"8772603892","orgname":"Ontario Teachers Insurance Plan","customer_acct_name":"Ontario Teachers Insurance Plan","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"124456","full_name":"Tatyana Kotlyachkova","do_id":"L25A00359","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"877","extension_phone_1":"1667","members_type":"AST","new_member_date_2":"2018-04-11","lead_status":"Lapsed Member","no_email_solicitation":"True","pds_march":"1","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"15","blocnote":"June 3 2025 vm\r\nAug 20 2025 vm\r\nLN Nov 19 2025 vm\n2026 May 08 call initiated but no conversation, user asked to hold to connect with Tatyana, call ended shortly after\n2026 May 11 call ended quickly, no contact reached\n2026 May 13 call connected briefly but ended before conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T11:06:41-04:00","pds_july":"1","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00359","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","phone_2":"5195768794","pds_september":"1","last_infoline_date_type":"2023-02-22","last_act_type":"2023-02-22","pcl_status":"P","pcl_completion_date":"2007-12-24","pf1_status":"P","pf1_completion_date":"2008-02-25","pf2_status":"P","pf2_completion_date":"2008-02-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-04-01","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"tkotlyachkova@gmail.com","pcl_completion_date_5":"2012-12-24","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-13T11:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The call was initiated and connected briefly, but no conversation with the contact took place before the user hung up. The agent acknowledged the connection and was ready to hold, but the call ended prematurely.","aitm_callsummarytitle":"Call connected but ended prematurely","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_574099ed22cdb21347446019ce1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_574099ed22cdb21347446019ce1","number_of_calls_reached":"3"}},"seriesid":"163"}
{"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, 260522 Lapsed DEL","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":"LB2507063","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","npi_email_temp":"sammyjoe750@gmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","corp_cancel_date":"1998-09-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"33765","email":"cpage@fatisteel.com","first_name":"Chantale","last_name":"Pag\u00e9","phone":"4509291812","orgname":"Acier Fati","customer_acct_name":"Acier Fati","tags":"Members from extract, moveToDeleted, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"intcode":"99","language":"French","dhmsfin_telemarketing_last_contacted_date":"2025-02-28T13:59:49-05:00","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"450","blocnote":"Jan 10 2025 vm 15 1 25 BV 16 1 25 BV, Elle a fait le sondage mais est toujours membre ORG No 256585 et j'ai ajout? son courriel (il n'y ?tait pas ?). Il se peut qu'on doive lui renvoyer DOC car il est possible que son abonnement soit fini ?\n 18 February 2025 In French 19 2 25 20 2 25 BV 28 2 25 BV ferm?","members_type":"CORP","full_name":"Chantale Pag\u00e9, CRHA","organization_id":"256584","individual_id":"256585","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","old_int_code":"6","temp_do_id_for_auto_old_do_id":"LB2504817","temp_intcode_for_auto_old_int_code":"99","province":"QC","pds_august":"4","pds_september":"4","last_infoline_date_type":"2025-03-10","last_act_type":"2025-11-28","company_paid_thru":"2026-08-31","number_of_passed_courses":"0","pds_october":"4","paid_thru":"2026-08-31","trc":"False","wera":"False","pds_november":"4","do_id":"LB2504817","old_do_id":"L25O00195","npi_email_temp":"cpage@fatisteel.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34196","email":"marg.landra@gmail.com","first_name":"Margaret","last_name":"Landra","phone":"4032396200","orgname":"Hawkwood Baptist Church","customer_acct_name":"Hawkwood Baptist Church","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"175145","full_name":"Margaret Landra","do_id":"L25A00675","language":"English","canceldate":"2023-08-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2020-05-26","lead_status":"Refused","no_email_solicitation":"False","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","cpa_certification":"PCP","intcode":"21","blocnote":"04 June 2025 No longer working there","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T21:26:00-04:00","old_int_code":"12","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A00675","temp_intcode_for_auto_old_int_code":"21","phone_2":"5875799496","last_act_type":"2022-11-05","pcl_status":"P","pcl_completion_date":"2010-12-23","pf1_status":"P","pf1_completion_date":"2011-06-01","pf2_status":"P","pf2_completion_date":"2012-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-11-17","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"marg.landra@gmail.com","pcl_completion_date_5":"2015-12-23","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"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, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"228668","full_name":"Jenelle Ramrattan","do_id":"","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":"2026-12-31","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","latest_paid_thru":"2026-12-31","old_do_id":"L25A00333","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"33925","email":"michelled@hofland.com","first_name":"Michelle","last_name":"Davidson","phone":"8886708260","orgname":"John G. Hofland Ltd.","customer_acct_name":"John G. Hofland Ltd.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"247351","full_name":"Michelle Davidson","do_id":"L25A00866","language":"English","canceldate":"2021-11-02","time_zone":"2","area_code":"888","members_type":"AST","new_member_date_2":"2020-09-16","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","organization_id":"145934","intcode":"21","blocnote":"june 3 2025 she is no longer working there","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T18:22:00-04:00","old_int_code":"12","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25A00866","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2020-11-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"michelled@hofland.com","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31","company_paid_thru":"2017-09-30","corp_cancel_date":"2017-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33942","email":"christynericard@hotmail.com","first_name":"Christyne","last_name":"Ricard","phone":"4384906362","orgname":"Christyne Ricard","customer_acct_name":"Christyne Ricard","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"248702","full_name":"Christyne Ricard","do_id":"L25A00871","language":"French","canceldate":"2023-11-02","time_zone":"2","area_code":"438","members_type":"AST","new_member_date_2":"2019-09-09","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","cpa_certification":"SCP","paid_thru":"2023-08-31","blocnote":"ok completer le 18 aout na pas renouveler car changement de poste\n2026 May 08 call disconnected due to inactivity, no clear conversation with contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:15-04:00","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":"changement de poste","hardtoparticipateevents":"No","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A00871","temp_intcode_for_auto_old_int_code":"15","phone_2":"4384906362","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2017-01-15","pf1_status":"P","pf1_completion_date":"2017-02-06","pf2_status":"P","pf2_completion_date":"2017-04-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-10-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"christynericard@hotmail.com","pcl_completion_date_5":"2022-01-15","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:15-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Christyne but was unable to have a clear conversation due to inaudible responses from the user. The call ended due to inactivity without completing the intended survey or renewal discussion.","aitm_callsummarytitle":"Call disconnected due to inactivity","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4a2d14cd25171329d1b23377541","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4a2d14cd25171329d1b23377541","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33785","email":"ajoly@lactanet.ca","first_name":"Annick","last_name":"Joly","phone":"5144593030","orgname":"Valacta, Soci\u00e9t\u00e9 en Commandite","customer_acct_name":"Valacta, Soci\u00e9t\u00e9 en Commandite","tags":"WR250409, 250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"old_do_id":"L25O00063","city_1":"Ste-Anne-De-Bellevue","province":"QC","language":"French","phone_2":"5144593030","origin":"Lapsed members","found":"phone","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","full_name":"Annick Joly","members_type":"CORP","new_member_date_2":"2002-03-01","organization_id":"259848","coidnewmbrdate":"2025-03-28","time_zone":"2","extension_phone_1":"7697","area_code":"514","individual_id":"57359","paid_thru":"2027-03-31","last_infoline_date_type":"2025-03-12","last_act_type":"2025-03-12","company_paid_thru":"2027-03-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504196","temp_do_id_for_auto_old_do_id":"LB2504196","npi_email_temp":"ajoly@lactanet.ca","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","corp_cancel_date":"2023-03-02","company_status":"A"}},"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","latest_paid_thru":"2024-12-31"}},"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":"61519","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","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","corp_cancel_date":"2024-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"35200","email":"sxyao163@gmail.com","first_name":"Xueyao","last_name":"Song","phone":"7806557669","orgname":"KANA Energy Inc","customer_acct_name":"KANA Energy Inc","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Xueyao Song, Payroll","language":"English","canceldate":"2023-05-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02190","new_member_date_2":"2022-03-15","phone_2":"7806557669","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311161","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02190","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-14","pcl_status":"P","pcl_completion_date":"2022-08-04","pf1_status":"P","pf1_completion_date":"2022-09-25","pf2_status":"F","pf2_completion_date":"2022-12-25","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"sxyao163@gmail.com","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"34685","email":"emily.babb@paycomonline.com","first_name":"Emily","last_name":"Babb","phone":"4057226900","orgname":"Paycom","customer_acct_name":"Paycom","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"326609","full_name":"Emily Babb","do_id":"L25A01294","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"800","members_type":"AST","new_member_date_2":"2023-07-18","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"OK","intcode":"0","blocnote":"10 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call ended with gatekeeper, did not reach Emily\n2026 May 11 contact not available, no voicemail left\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached gatekeeper who did not transfer call; contact asked to call Paycom back\n2026 May 15 call answered by gatekeeper who refused to transfer to Emily Babb\n2026 May 19 call reached gatekeeper, no conversation with Emily\n2026 May 21 call reached business line, no human contact with Emily Babb","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:12:04-04:00","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A01294","temp_intcode_for_auto_old_int_code":"08","phone_2":"8005804505","last_act_type":"2023-07-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"emily.babb@paycomonline.com","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-21T11:12:04-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent called to speak with Emily Babb but reached a recorded business line instead. The call ended shortly after the greeting without reaching the intended contact.","aitm_callsummarytitle":"Reached business line, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f763a0837b5fd6ec2e11a2de57c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f763a0837b5fd6ec2e11a2de57c","number_of_calls_reached":"5","onesentencenotrenewed":"Contact did not want to continue the conversation and asked to call Paycom back.","initialvalue":"Other","othermemberbenefit":"Contact did not provide other reasons for membership","astotherreasonsnottorenew":"Contact did not want to continue the conversation and asked to call Paycom back.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"34223","email":"anik_marquis@csphares.qc.ca","first_name":"Anik","last_name":"Marquis","phone":"4187235927","orgname":"Centre de Services Scolaire des Phares","customer_acct_name":"Centre de Services Scolaire des Phares","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"298528","full_name":"Anik Marquis","do_id":"L25A00431","language":"French","canceldate":"2023-06-02","time_zone":"2","area_code":"418","extension_phone_1":"1046","members_type":"AST","new_member_date_2":"2021-03-29","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2023-03-31","intcode":"15","blocnote":"21 aout 2025 bv\n2026 May 08 call ended with no clear communication or confirmation from contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:02-04:00","temp_do_id_for_auto_old_do_id":"L25A00431","temp_intcode_for_auto_old_int_code":"15","phone_2":"4187220830","last_infoline_date_type":"2022-08-06","last_act_type":"2023-02-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"anik_marquis@csphares.qc.ca","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:02-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent repeatedly attempted to confirm if they were speaking with Anik, but the user's responses were inaudible and unclear. The call ended without a successful conversation or task completion.","aitm_callsummarytitle":"Unsuccessful call - no clear communication","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_657e26600edbcfd06b1e517f005","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_657e26600edbcfd06b1e517f005","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-04-07","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34135","email":"leann.patton@gmail.com","first_name":"Le-ann","last_name":"Patton","phone":"9059739561","orgname":"Le-ann Patton","customer_acct_name":"Le-ann Patton","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"307865","full_name":"Le-ann Patton","do_id":"L25A01160","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2021-12-02","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\n2026 May 08 call reached voicemail\n2026 May 08 call reached voicemail, no message left\n2026 May 11 call reached voicemail, no conversation\n2026 May 11 call reached voicemail after greeting\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail for Leanne Patton\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A01160","temp_intcode_for_auto_old_int_code":"6","phone_2":"9059739561","last_act_type":"2023-11-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"leann.patton@gmail.com","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:46-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Le-ann, but it ended quickly with the agent reaching voicemail. No conversation or survey 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","session_id":"call_b384790ecdf5107abcf6df542d2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b384790ecdf5107abcf6df542d2","mini_nps":"3"}},"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, TMAI","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\n2026 May 08 reached voicemail for Valerie Moore\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact interaction\n2026 May 13 call reached voicemail for Valerie Moore\n2026 May 13 call reached voicemail, no contact interaction\n2026 May 15 call reached voicemail, no contact with Valerie Moore\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:40-04:00","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":"2021-10-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vmoore@sallybeauty.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and was forwarded to voicemail immediately upon dialing.","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","session_id":"call_e50ea580ce1ade6da5655b1faa4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e50ea580ce1ade6da5655b1faa4","mini_nps":"3","onesentencenotrenewed":"No contact was made as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No information provided","astotherreasonsnottorenew":"No interaction to determine reason","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"35100","email":"nadinez@mymts.net","first_name":"Nadine","last_name":"Zacharias","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nadine Zacharias","language":"English","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C00683","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"62070","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_do_id_for_auto_old_do_id":"L25C00683","temp_intcode_for_auto_old_int_code":"21","canceldate":"2023-11-02","new_member_date_2":"2022-09-06","paid_thru":"2023-08-31","province":"MB","phone_2":"2042931286","last_infoline_date_type":"2023-04-20","last_act_type":"2023-04-20","pcl_status":"P","pcl_completion_date":"2022-11-20","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"nadinez@mymts.net","pcl_completion_date_5":"2027-11-20","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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, TMAI","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\n2026 May 08 voicemail reached, message left for Lynn\n2026 May 08 voicemail reached\n2026 May 11 call reached voicemail after greeting\n2026 May 11 brief call reached voicemail\n2026 May 13 call reached voicemail\n2026 May 13 call reached voicemail\n2026 May 15 reached voicemail\n2026 May 15 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:46-04:00","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":"2022-07-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lynemarietardif@gmail.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:32-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Lyne, but it ended quickly with the agent reaching voicemail.","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","session_id":"call_8a29956ec79e2939be63209b21a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8a29956ec79e2939be63209b21a","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"30376","email":"lsiu@mirvish.com","first_name":"Lilian","last_name":"Siu","phone":"4168721212","orgname":"Ed Mirvish Enterprises Ltd","customer_acct_name":"Ed Mirvish Enterprises Ltd","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A02269","individual_id":"35816","full_name":"Lilian Siu","language":"English","time_zone":"2","members_type":"AST","lead_status":"Lapsed Member","new_member_date_2":"1999-12-01","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2001-03-05","no_email_solicitation":"False","province":"ON","intcode":"0","blocnote":"29 May 2025 VM\r\n11 September 2025 VM\r\nLN \/ 12 December 2025 VM\n2026 May 08 call reached voicemail at Mervish Productions, no contact made\n2026 May 08 voicemail reached, no human interaction\n2026 May 11 call reached voicemail at Mervish Productions, no human answered.\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 wrong contact reached, no Lilian at this number.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:26-04:00","pipeline_2_members_only_ast":"","organization_id":"36009","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A02269","temp_intcode_for_auto_old_int_code":"08","phone_2":"8004613333","old_do_id":"L25O00814","last_infoline_date_type":"2022-01-27","last_act_type":"2023-02-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lsiu@mirvish.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-13T13:08:26-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent called the number but reached a wrong contact who did not have the person named Lilian. The agent ended the call politely after confirming the contact was not the intended person.","aitm_callsummarytitle":"Wrong Contact Reached, Call Ended","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6f37c2f4edd536909d58343dd70","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6f37c2f4edd536909d58343dd70","mini_nps":"3","onesentencenotrenewed":"Contact was not the intended person and did not have the member named Lilian.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"08","astotherreasonsnottorenew":"Wrong contact reached, no Lilian at this number.","age_range":"Preferred not to say","number_of_calls_reached":"1","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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, TMAI","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":"15","blocnote":"May 20 2025 vm Sandra\r\nAug 5 2025 vm\r\nLN Oct 1 2025 vm\n2026 May 08 contact not aware of He Yun (Selena) Zhou, call ended politely.\n2026 May 11 voicemail reached for Sandra Bunnell\n2026 May 11 voicemail reached, no conversation\n2026 May 13 contact did not recognize the name He Yun Zhou and ended call.\n2026 May 15 call ended quickly due to accidental answer, no conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T14:06:41-04:00","pds_july":"3","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A02366","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-15T14:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The call was very brief and ended quickly as the user accidentally answered the phone and immediately apologized before hanging up.","aitm_callsummarytitle":"Accidental Call Ended Quickly","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"User accidentally answered and ended the call immediately without discussion.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"03","astotherreasonsnottorenew":"User did not engage in conversation due to accidental answer.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e15ecdc5827414c57db44736505","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e15ecdc5827414c57db44736505","number_of_calls_reached":"3"}},"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","latest_paid_thru":"2025-01-31"}},"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, TMAI","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\n2026 May 08 call reached automated menu and voicemail not set up yet\n2026 May 08 call went to voicemail not set up\n2026 May 11 callback scheduled for Genevieve Kakekaspan at 11:36 - contact unavailable, receptionist Mariah handled call\n2026 May 11 contact wants to renew and sent the email - NPI# 34792","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:01:41-04:00","sendapplicationform":"2026-05-11T12:05:00-04:00","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":"4","age_range":"46-60","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":"02","pds_august":"1","phone_2":"8077374047","pds_september":"1","last_act_type":"2020-02-07","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","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-11T12:01:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent successfully reached Genevieve and conducted a membership renewal survey. Genevieve expressed interest in renewing her membership, and the agent confirmed her email to send the Associate Membership application form. The call ended positively with the agent providing instructions for completing the renewal.","aitm_callsummarytitle":"Successful Membership Renewal Call","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"10","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_bf842a993a0b368b4d1a598e0e2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bf842a993a0b368b4d1a598e0e2","npi_call_back_date_and_time":"2026-05-11T11:36:00-04:00","npi_call_back_time_hour":"11","npi_call_back_time_minute":"36","onesentencenotrenewed":"Contact was unavailable and requested a callback later.","initialvalue":"Stay Current","astotherreasonsnottorenew":"Contact was not available to discuss renewal at this time.","number_of_calls_reached":"1","company_paid_thru":"2017-06-30","corp_cancel_date":"2017-09-02","company_status":"I"}},"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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34032","email":"tmcnair@poucecoupe.ca","first_name":"Treena","last_name":"McNair","phone":"2507865794","orgname":"Village of Pouce Coupe","customer_acct_name":"Village of Pouce Coupe","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"255620","full_name":"Treena McNair","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2017-11-13","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"01","blocnote":"03 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026 May 08 reached Jimmy at Village of Pusco Pit; Treena away, no callback scheduled\n2026 May 11 contact refused to renew due to incomplete payroll certification - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:06:43-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A00897","temp_intcode_for_auto_old_int_code":"01","phone_2":"2507828828","last_infoline_date_type":"2020-03-25","last_act_type":"2023-06-10","pcl_status":"P","pcl_completion_date":"2018-03-04","pf1_status":"P","pf1_completion_date":"2018-06-24","pf2_status":"P","pf2_completion_date":"2022-03-06","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"tmcnair@poucecoupe.ca","pcl_completion_date_5":"2023-03-04","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-11T14:06:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Treena and discussed her lapsed Associate membership with the National Payroll Institute. Treena declined to renew, citing incomplete payroll certification due to timing, and answered a few survey questions about her membership experience. The call concluded successfully with the agent thanking Treena and ending the conversation.","aitm_callsummarytitle":"Membership Non-Renewal and Survey Completion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_379c0f1c8fae145fbffabf45843","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_379c0f1c8fae145fbffabf45843","number_of_calls_reached":"2","mini_nps":"3","onesentencenotrenewed":"I was not able to complete my payroll certification due to timing.","initialvalue":"Designation","age_range":"46-60","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00897"}},"seriesid":"163"}
{"contact":{"id":"30624","email":"xyanding@outlook.com","first_name":"Xueyan","last_name":"Ding","phone":"4379873337","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":"333599","full_name":"Xueyan Ding","members_type":"CAND","do_id":"L25C00427","city_1":"Surrey","province":"BC","language":"English","phone_2":"4379873337","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-24","time_zone":"5","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00427","last_act_type":"2025-03-26","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":"2025-11-25T16:42:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"xyanding@outlook.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"30407","email":"winmarthant@outlook.com","first_name":"Win","last_name":"Thant","phone":"6044304336","orgname":"Creation Technologies LP","customer_acct_name":"Creation Technologies LP","tags":"DELETE, 250217 Lapsed, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"301550","full_name":"Win Mar Thant, PCP","members_type":"CORP","coidnewmbrdate":"2007-05-23","city_1":"Delta","province":"BC","language":"English","phone_2":"6043537875","lead_status":"Not Relevant","new_member_date_2":"2024-04-26","pipeline_1_lapsed_members":"","area_code":"604","time_zone":"5","canceldate":"2025-02-07","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","blocnote":"Apr 15 2025 vm\r\nJuly 8 2025 vm\r\nLN Sept 22 2025 vm","organization_id":"12016","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T12:56:00-04:00","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2507671","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2507671","old_int_code":"6","last_act_type":"2025-09-30","company_paid_thru":"2027-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2021-07-05","pf1_status":"P","pf1_completion_date":"2021-12-12","pf2_status":"P","pf2_completion_date":"2021-09-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-13","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"winmarthant@outlook.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","corp_cancel_date":"2006-02-01","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34934","email":"suzannekincaid26@gmail.com","first_name":"Suzanne","last_name":"Kincaid","phone":"4162222241","orgname":"Ontario Health At Home","customer_acct_name":"Ontario Health At Home","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"181046","full_name":"Suzanne Kincaid, PCP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2013-05-10","coidnewmbrdate":"1994-06-01","city_1":"Mississauga","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"9053997815","pipeline_1_lapsed_members":"","canceldate":"2025-04-23","cpa_certification":"PCP","pds_april":"6","cert_status":"ACTIVE","zerobounce_reason":"valid","organization_id":"9569","intcode":"99","blocnote":"June 11 2025 vm\r\nSept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T15:26:00-04:00","pipeline_2_members_only_ast":"","pds_july":"6","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2507381","temp_intcode_for_auto_old_int_code":"99","pds_august":"6","old_do_id":"LB2507381","old_int_code":"6","pds_september":"6","last_conf_date_type":"2021-06-09","last_act_type":"2026-04-21","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2011-04-29","pf1_status":"P","pf1_completion_date":"2011-08-16","pf2_status":"P","pf2_completion_date":"2012-01-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-06-14","number_of_passed_courses":"4","pds_october":"7","trc":"True","wera":"False","pds_november":"7","npi_email_temp":"suzannekincaid26@gmail.com","pcl_completion_date_5":"2016-04-29","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","last_infoline_date_type":"2026-04-21","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"33642","email":"joannasebastiano@gmail.com","first_name":"Joanna","last_name":"Sebastiano","phone":"9055259140","orgname":"McMaster University","customer_acct_name":"McMaster University","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"326569","full_name":"Joanna Sebastiano","members_type":"CORP","lead_status":"Lapsed DEL","new_member_date_2":"2023-06-30","coidnewmbrdate":"1988-04-01","city_1":"Hamilton","time_zone":"2","province":"ON","language":"English","phone_2":"9058708468","pipeline_1_lapsed_members":"","canceldate":"2025-04-03","intcode":"99","blocnote":"Apr 17 2025 vm  May 6 2025 vm\r\nAug 6 2025 vm","organization_id":"5044","dhmsfin_telemarketing_last_contacted_date":"2025-08-06T15:44:00-04:00","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2505683","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2505683","old_int_code":"6","last_act_type":"2025-03-04","company_paid_thru":"2026-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-11-06","pf1_status":"F","pf1_completion_date":"2024-05-28","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"joannasebastiano@gmail.com","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"9000","email":"anna.hennigs@deliverect.com","first_name":"Anna","last_name":"Hennigs","phone":"6474601116","orgname":"Deliverect","customer_acct_name":"Deliverect","tags":"CSV imported, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00017","province":"ON","full_name":"Anna Hennigs","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-11-08","domain_1":"deliverect.com","lapsed_expiration_date":"2023-01-05","individual_id":"307074","area_code":"647","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-12-19","old_do_id":"CNPIRETO00800","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"03","blocnote":"May 14 2025 vm\r\nJuly 16 2025 vm\r\nLN Sept 25 2025 Anna said that the membership was with her previous company Deliverect and she does not remember setting it up. The number above is Anna's number","dhmsfin_telemarketing_last_contacted_date":"2025-09-25T11:47:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00017","temp_intcode_for_auto_old_int_code":"03","organization_id":"307075","old_int_code":"6","last_infoline_date_type":"2022-03-31","last_act_type":"2025-03-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"anna.hennigs@deliverect.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33838","email":"kwilson@manitobachiefs.com","first_name":"Kristy","last_name":"Wilson","phone":"2049560610","orgname":"Interlake Reserves Tribal Council","customer_acct_name":"Interlake Reserves Tribal Council","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"322934","full_name":"Kristy Wilson","do_id":"L25A01345","language":"English","canceldate":"2024-05-02","time_zone":"3","area_code":"204","members_type":"AST","new_member_date_2":"2023-03-20","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"MB","intcode":"0","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 Busy number\n2026-05-08 dial busy, phone:  +12049524575\n2026-05-08 invalid phone destination, phone: +14312769491","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:48-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A01345","temp_intcode_for_auto_old_int_code":"08","phone_2":"2049562109","last_act_type":"2026-07-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kwilson@manitobachiefs.com","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-08T12:56:42-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_a72e507a51768b1aa91406d069d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a72e507a51768b1aa91406d069d","old_int_code":"08"}},"seriesid":"163"}
{"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, TMAI","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","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:38-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:38-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1"}},"seriesid":"163"}
{"contact":{"id":"30622","email":"sitak@shaw.ca","first_name":"Sita","last_name":"Kashanian","phone":"4038166825","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":"333583","full_name":"Sita (Ameneh) Kashanian","members_type":"CAND","do_id":"L25C00426","city_1":"Calgary","province":"AB","language":"English","phone_2":"4038166825","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":"L25C00426","last_act_type":"2024-01-23","pcl_status":"P","pcl_completion_date":"2024-05-06","number_of_passed_courses":"1","intcode":"01","blocnote":"LNC Nov 13 2025 Survey completed She is no longer in payroll because she could not find a job. She said she would like more resources so she could work independently.","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T11:16:00-05:00","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":"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":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"Yes","expectationsnotmetspecify":"Resources for jobs","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"Changed careers","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"Connecting with accounting firms","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Native","old_int_code":"10","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"sitak@shaw.ca","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"30136","email":"vicky_lopez95@hotmail.com","first_name":"Virginia","last_name":"Lopez","phone":"5143258120","orgname":"Domfoam Inc.","customer_acct_name":"Domfoam Inc.","tags":"250205 AST Members, fixDhms, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0216","full_name":"Virginia Castro Lopez","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"English","phone_2":"5147121601","lead_status":"Member","new_member_date_2":"2023-05-25","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"325470","no_email_solicitation":"False","area_code":"514","time_zone":"2","intcode":"06","blocnote":"May 8 2026 vm","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:25:00-04:00","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","extension_phone_1":"191","temp_do_id_for_auto_old_do_id":"AST0216","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2026-11-03","telemarketing_call_date":"2026-05-08","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:48-05:00","npi_email_temp":"vicky_lopez95@hotmail.com","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"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":"2019-01-02","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","latest_paid_thru":"2021-01-31"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"300991","full_name":"Louise C\u00f4t\u00e9, CRHA","language":"French","canceldate":"2022-07-05","time_zone":"2","area_code":"438","members_type":"AST","new_member_date_2":"2021-05-07","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"QC","paid_thru":"2022-04-30","intcode":"11","blocnote":"18 aout 2025 ne veu plus qu'on la rappel\n2026 May 08 contact declined to talk and did not want to speak in English.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","temp_do_id_for_auto_old_do_id":"L25A01133","temp_intcode_for_auto_old_int_code":"11","phone_2":"4388307217","last_infoline_date_type":"2021-11-08","last_act_type":"2021-11-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lcoted@gmail.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:55-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Louise C\u00f4t\u00e9 and informed her about her lapsed Associate membership with the National Payroll Institute. Louise declined to continue the conversation and expressed a preference not to speak in English. The call ended shortly after her refusal.","aitm_callsummarytitle":"User declined conversation and refused renewal discussion","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"User declined to talk and did not want to speak in English.","initialvalue":"Other","othermemberbenefit":"User did not specify other benefits due to refusal to talk.","old_int_code":"20","astotherreasonsnottorenew":"User did not want to talk and preferred not to speak in English.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","old_do_id":"L25A01133","session_id":"call_e1e65501a73cb620bb1aa49e6aa","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e1e65501a73cb620bb1aa49e6aa","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33754","email":"michael.blanchard@amsted.ca","first_name":"Michael","last_name":"Blanchard","phone":"6138362291","orgname":"Amsted Construction","customer_acct_name":"Amsted Construction","tags":"fixDhms, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"349219","full_name":"Michael Blanchard","members_type":"AST","do_id":"AST1917","lead_status":"Renewed APX","new_member_date_2":"2025-04-02","city_1":"Stittsville","province":"ON","language":"English","date_of_renewal_identification":"2026-03-20","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","time_zone":"2","area_code":"613","sendaprilemail":"Yes","sendmayemail":"2025-05-29T09:21:00-04:00","blocnote":"May 11 2026 Survey completed Sent resource email.","resourceaware":"Yes","resourcevisitedselfreport":"Last 7 days","value_designation":"No","intcode":"31","pipeline_1_lapsed_members":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:29:00-04:00","old_int_code":"99","paid_thru":"2027-03-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1917","temp_intcode_for_auto_old_int_code":"31","last_engaged_date":"2025-10-02","last_act_type":"2026-03-17","telemarketing_call_date":"2026-05-11","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2026-05-11T14:29:12-04:00","npi_email_temp":"michael.blanchard@amsted.ca","apx_entered_date":"2026-02-14","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","phone_2":"","extension_phone_1":"","email2":"","full_name_2":" ","sendaigeneral":"2026-05-11T14:29:00-04:00","sendaiemail":"2026-05-11T14:29:11-04:00"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","new_member_date_2":"2025-02-24","no_email_solicitation":"False","area_code":"720","time_zone":"4","blocnote":"May 11 2026 Survey completed - email resource. She said might look into certification in the next 18 months does not application now.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:43:00-04:00","intcode":"31","old_int_code":"99","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":"31","sendseptemail":"2025-09-23T12:50:00-04:00","sendaidate":"2026-05-11T11:42:59-04:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last month","last_infoline_date_type":"2026-03-26","last_act_type":"2026-03-26","telemarketing_call_date":"2026-05-11","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","latest_paid_thru":"2027-02-28","value_designation":"No","sendaigeneral":"2026-05-11T11:42:00-04:00","sendaiemail":"2026-05-11T11:42:58-04:00"}},"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":"2020-05-02","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","latest_paid_thru":"2022-07-31"}},"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":"2019-11-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rspellerin@montrealalouettes.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33676","email":"kausi_1981@yahoo.ca","first_name":"Kaushlya","last_name":"Panwar","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"310229","full_name":"Kaushlya Panwar","members_type":"CAND","do_id":"L25C00636","lead_status":"Refused","new_member_date_2":"2022-02-16","city_1":"Brampton","time_zone":"2","province":"ON","language":"English","phone_2":"9054570569","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":"L25C00636","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-22","pcl_status":"P","pcl_completion_date":"2022-09-11","pf1_status":"P","pf1_completion_date":"2023-01-09","pf2_status":"P","pf2_completion_date":"2023-05-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-11-22","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"kausi_1981@yahoo.ca","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"34798","email":"astlouisca@gmail.com","first_name":"Andrea","last_name":"Anderson","phone":"4037009333","orgname":"Exergy Solutions Inc.","customer_acct_name":"Exergy Solutions Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"93339","full_name":"Andrea Anderson","do_id":"L25A00580","language":"English","canceldate":"2021-02-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2019-11-29","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"0","blocnote":"june 10 2025 she doesnt worhk there anymore\n2026 May 08 contact not found, spoke with gatekeeper Maria, no Andrea Anderson at this number.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:44-04:00","old_int_code":"08","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A00580","temp_intcode_for_auto_old_int_code":"08","phone_2":"4036700060","last_act_type":"2019-11-29","pcl_status":"P","pcl_completion_date":"2009-01-22","pf1_status":"E","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-05-06","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"astlouisca@gmail.com","pcl_completion_date_5":"2014-01-22","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Exergy Solutions and spoke with Maria, who informed that Andrea Anderson is not available at that location. The agent ended the call after confirming this information.","aitm_callsummarytitle":"Contact Not Found - No Andrea Anderson","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not found at the number called.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not found at the number called.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fe68fe398691e405017db3ca594","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fe68fe398691e405017db3ca594","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35280","email":"aprilrivnie@gmail.com","first_name":"April","last_name":"Rivnie","phone":"","orgname":"Sheridan College","customer_acct_name":"Sheridan College","tags":"","ip4":"127.0.0.1","fields":{"full_name":"April Rivnie","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01705","new_member_date_2":"2021-08-25","phone_2":"9055330699","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304257","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C01705","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-05-06","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"F","pf1_completion_date":"2023-09-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"aprilrivnie@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"33554","email":"fabiyongue@gmail.com","first_name":"Fabien","last_name":"Weubngong","phone":"4038008221","orgname":"Heritage Career College","customer_acct_name":"Heritage Career College","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"331549","full_name":"Fabien Yongue Weubngong","members_type":"CAND","do_id":"L25C00528","lead_status":"Lapsed Member","new_member_date_2":"2024-02-02","city_1":"Edmonton","time_zone":"4","province":"AB","language":"English","phone_2":"7805545449","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"Nov 26 2025 dont call first number","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:19:00-05:00","canceldate":"2025-04-02","intcode":"06","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00528","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-02-02","pcl_status":"F","pcl_completion_date":"2024-03-19","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"16","npi_email_temp":"fabiyongue@gmail.com","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"34040","email":"rmsmramsay@sympatico.ca","first_name":"Michelle","last_name":"Ramsay","phone":"9056936948","orgname":"Gessmann North American Ltd.","customer_acct_name":"Gessmann North American Ltd.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"139499","full_name":"Michelle Ramsay","do_id":"L25A00639","language":"English","canceldate":"2022-05-03","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2020-02-26","lead_status":"Refused","no_email_solicitation":"False","pds_march":"14","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"21","blocnote":"June 4 2025 working from home today\r\nJune 5 2025 Refused explanation did not use enough","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T15:20:00-04:00","onesentencenotrenewed":"We had no need for it we did not use the National Payroll Institute's services.","pds_july":"14","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A00639","temp_intcode_for_auto_old_int_code":"21","pds_august":"14","phone_2":"4164335561","pds_september":"14","last_infoline_date_type":"2021-08-11","last_act_type":"2021-08-11","number_of_passed_courses":"0","pds_october":"14","trc":"False","wera":"False","pds_november":"14","npi_email_temp":"rmsmramsay@sympatico.ca","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"34634","email":"helensequeira@hotmail.com","first_name":"Helen","last_name":"Sequeira","phone":"8185601000","orgname":"Disney Canada Inc.","customer_acct_name":"Disney Canada Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","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":"0","blocnote":"06 June 2025 Number not in service\r\nLN \/ 17 September 2025 Not in service\n2026-05-08 invalid phone destination, phone: +12509803666\n2026-05-08 invalid phone destination, phone: +17789405216","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:43-04:00","pds_july":"10","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A00528","temp_intcode_for_auto_old_int_code":"08","pds_august":"10","phone_2":"8774666669","old_int_code":"08","notrenewedother":"Phone cannot be recovered","pds_september":"10","last_infoline_date_type":"2022-10-02","last_act_type":"2022-10-02","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","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:16:47-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_70486c5a307adf8b985b7049721","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_70486c5a307adf8b985b7049721"}},"seriesid":"163"}
{"contact":{"id":"33817","email":"dqh1030@gmail.com","first_name":"Qiu","last_name":"Deng","phone":"2538583982","orgname":"Tider Waters Pub","customer_acct_name":"Tider Waters Pub","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"241057","full_name":"Qiu Hong Deng","do_id":"L25A00839","language":"English","canceldate":"2023-05-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2021-03-16","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","cpa_certification":"PCP","intcode":"0","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026 May 08 call reached wrong contact, pub answered","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:06:45-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00839","temp_intcode_for_auto_old_int_code":"08","phone_2":"2538587030","last_act_type":"2022-02-25","pcl_status":"P","pcl_completion_date":"2016-03-20","pf1_status":"P","pf1_completion_date":"2016-06-13","pf2_status":"P","pf2_completion_date":"2016-05-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-05-09","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"dqh1030@gmail.com","pcl_completion_date_5":"2021-03-20","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T14:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Qiu Deng but reached a pub instead. The call ended shortly after the agent confirmed the wrong contact was reached and asked if Qiu Deng was available.","aitm_callsummarytitle":"Reached wrong contact at pub","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a3a3241054e11a13941294c46d6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a3a3241054e11a13941294c46d6","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2023-11-30","company_paid_thru":"2023-11-30","corp_cancel_date":"2024-02-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33640","email":"luchrey1@gmail.com","first_name":"Lucila","last_name":"Reyes","phone":"2892953840","orgname":"Avant Imaging & Integrated Media ULC","customer_acct_name":"Avant Imaging & Integrated Media ULC","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334471","full_name":"Lucila Reyes","members_type":"CAND","do_id":"L25C00600","lead_status":"Refused","new_member_date_2":"2024-02-20","city_1":"Bradford","time_zone":"2","province":"ON","language":"English","phone_2":"4169030719","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","intcode":"21","blocnote":"May 6 2025 just answered the one question about the reason why she didnt renew her membership","dhmsfin_telemarketing_last_contacted_date":"2025-05-06T14:59:00-04:00","onesentencenotrenewed":"I got busy with personal issues and I dont have time to focus on my courses. Once everything is settled I will resume my education to take my certificate and will renew my membership","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00600","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-04-03","pcl_status":"F","pcl_completion_date":"2024-08-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"luchrey1@gmail.com","pcl_completion_date_5":"2029-08-20","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"34339","email":"payroll@sada.com","first_name":"Amalia","last_name":"Artemyan","phone":"2133736029","orgname":"SADA","customer_acct_name":"SADA","tags":"250609 phone cannot be recovered, NPI LN sent to TM, International Phone","ip4":"127.0.0.1","fields":{"individual_id":"314561","full_name":"Amalia Artemyan","language":"English","canceldate":"2023-09-02","time_zone":"5","area_code":"213","members_type":"AST","new_member_date_2":"2022-07-13","lead_status":"Not Relevant","no_email_solicitation":"False","pipeline_1_lapsed_members":"","intcode":"16","blocnote":"05 June 2025 Number disconnected","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T16:25:00-04:00","old_int_code":"08","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"LB2506804","temp_intcode_for_auto_old_int_code":"16","phone_2":"3749495814","extension_phone_2":"1","last_act_type":"2022-07-13","pipeline_2_members_only_ast":"","old_do_id":"LB2506804","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"payroll@sada.com","date_of_renewal_identification":"","ln_entered_date":"2026-01-26","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"33798","email":"donadsilva@gmail.com","first_name":"Dona","last_name":"D'Silva","phone":"5197566301","orgname":"Grand Erie District School Board","customer_acct_name":"Grand Erie District School Board","tags":"npiAlert14, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"294931","full_name":"Dona D'Silva, PCP","language":"English","canceldate":"2021-09-23","time_zone":"2","area_code":"519","extension_phone_1":"281154","members_type":"CORP","new_member_date_2":"2020-11-16","lead_status":"Renewed Lapsed","no_email_solicitation":"False","cert_status":"ACTIVE","pipeline_1_lapsed_members":"Renewed lapsed","province":"ON","cpa_certification":"PCP","organization_id":"72106","intcode":"99","blocnote":"June 2 2025 Dona is on may leave until March of next year.","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T19:13:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25O05314","temp_intcode_for_auto_old_int_code":"99","phone_2":"6477697090","old_do_id":"LB2504984","old_int_code":"14","last_act_type":"2025-02-28","company_paid_thru":"2027-01-31","date_of_renewal_identification":"2026-05-28","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2021-10-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-01-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25O05314","npi_email_temp":"donadsilva@gmail.com","ln_entered_date":"2026-04-03","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34800","email":"laurie.shull@serco-na.com","first_name":"Laurie","last_name":"Shull","phone":"7032636419","orgname":"Serco Canada Inc.","customer_acct_name":"Serco Canada Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"238616","full_name":"Laurie Shull","do_id":"L25A00831","language":"English","canceldate":"2022-12-02","time_zone":"2","area_code":"703","members_type":"AST","new_member_date_2":"2015-10-29","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"VA","intcode":"15","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 voicemail reached, no contact made\n2026 May 08 voicemail reached, no message left\n2026 May 11 call started with Laurie but disconnected early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:46-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A00831","temp_intcode_for_auto_old_int_code":"15","phone_2":"7033004651","last_infoline_date_type":"2020-10-22","last_act_type":"2021-08-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"laurie.shull@serco-na.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent reached Laurie and began the introduction for the National Payroll Institute membership renewal call but the call was disconnected shortly after starting without completing the conversation or survey.","aitm_callsummarytitle":"Call started but disconnected early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c823a3921f2784d4cee0463213c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c823a3921f2784d4cee0463213c","mini_nps":"3","old_int_code":"6","number_of_calls_reached":"1"}},"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":"2026-01-04","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","old_do_id":"L25C00404","npi_email_temp":"poojadhoot308@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","last_infoline_date_type":"2026-01-04"}},"seriesid":"163"}
{"contact":{"id":"35201","email":"suevarita@gmail.com","first_name":"Sueva","last_name":"Molinaro","phone":"9057947692","orgname":"","customer_acct_name":"","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Sueva Molinaro","language":"English","canceldate":"2023-04-04","time_zone":"2","area_code":"905","members_type":"AST","do_id":"L25A01386","new_member_date_2":"2022-02-18","phone_2":"9057947692","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"64170","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:02-04:00","blocnote":"June 11 2025 number not in service.\n2026-05-08 invalid phone destination, phone: +19057947692\n2026-05-08 invalid phone destination, phone: +19057947692","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A01386","temp_intcode_for_auto_old_int_code":"16","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":"suevarita@gmail.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:21-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_9581507efc4c9e5b5df587af054","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9581507efc4c9e5b5df587af054"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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":"2026-12-01","company_paid_thru":"2027-01-31","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","latest_paid_thru":"2027-01-31","company_status":"A"}},"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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34901","email":"anovasat@mtroyal.ca","first_name":"Adina","last_name":"Novasat","phone":"4034406314","orgname":"Mount Royal University","customer_acct_name":"Mount Royal University","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"147275","full_name":"Adina Novasat","members_type":"CORP","new_member_date_2":"2014-10-30","coidnewmbrdate":"2001-04-15","city_1":"Calgary","province":"AB","language":"English","lead_status":"Renewed Lapsed","time_zone":"4","extension_phone_1":"6314","area_code":"403","phone_2":"4038163977","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"45949","canceldate":"2018-01-03","pds_july":"2","paid_thru":"2027-03-31","pds_august":"2","pds_september":"2","last_infoline_date_type":"2025-05-14","last_act_type":"2026-05-03","company_paid_thru":"2027-03-31","pcl_status":"P","pcl_completion_date":"2010-01-15","pf1_status":"P","pf1_completion_date":"2009-12-21","pf2_status":"P","pf2_completion_date":"2010-06-21","number_of_passed_courses":"3","pds_october":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pds_november":"2","do_id":"LB2504356","temp_do_id_for_auto_old_do_id":"LB2504356","npi_email_temp":"anovasat@mtroyal.ca","pcl_completion_date_5":"2015-01-15","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_status":"A"}},"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","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"34633","email":"karen.dilon@kingsenergy.com","first_name":"Karen","last_name":"Dilon","phone":"4033432822","orgname":"Kings Energy Services Ltd.","customer_acct_name":"Kings Energy Services Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"291870","full_name":"Karen Dilon, CPA,CA","do_id":"L25A01072","language":"English","canceldate":"2021-10-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2020-08-27","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"15","blocnote":"june 9 2025 she doesnt work there anymore\n2026 May 08 call reached automated system at King's Energy Services, asked for Karen, call ended shortly after\n2026 May 11 call disconnected early, no conversation completed","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:48-04:00","old_int_code":"03","paid_thru":"2021-07-31","temp_do_id_for_auto_old_do_id":"L25A01072","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2020-08-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"karen.dilon@kingsenergy.com","formatted_paid_thru":"31\/07\/2021","latest_paid_thru":"2021-07-31","called_by":"Tri","aitm_status_called":"2026-05-11T13:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach Karen at King's Energy Services. The agent identified herself as Ellen and asked to speak with Karen, but the call ended abruptly without a full conversation.","aitm_callsummarytitle":"Call Disconnected Before Conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4aa6c3179bce12a1c48b04cf5f1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4aa6c3179bce12a1c48b04cf5f1","number_of_calls_reached":"2"}},"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":"2022-04-02","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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"34757","email":"billing@puremechanicalservices.ca","first_name":"Danica","last_name":"Anderson","phone":"7806194634","orgname":"Pure Mechanical Services Ltd.","customer_acct_name":"Pure Mechanical Services Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"81610","full_name":"Danica Anderson","do_id":"L25A00566","language":"English","canceldate":"2023-06-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2019-10-21","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"5","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"15","blocnote":"June 10 2025 vm\r\nAug 28 2025 vm\n2026 May 08 voicemail reached, no live contact\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call started, agent introduced purpose, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T12:06:40-04:00","pds_july":"5","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00566","temp_intcode_for_auto_old_int_code":"15","pds_august":"5","pds_september":"5","last_infoline_date_type":"2022-08-06","last_act_type":"2022-08-06","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"billing@puremechanicalservices.ca","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-13T12:06:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent reached Danica Anderson and introduced herself, explaining the purpose of the call regarding the lapsed Associate membership and the intention to ask questions about the membership experience. The call was very brief and ended shortly after the introduction without further conversation.","aitm_callsummarytitle":"Brief introduction call to Danica Anderson","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_56ca4b55a21ce29badfac7bb9ea","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_56ca4b55a21ce29badfac7bb9ea","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34895","email":"Gabrielle.Cote@ln.ca","first_name":"Gabrielle","last_name":"C\u00f4t\u00e9","phone":"4188332114","orgname":"Lemieux Nolet, Comptables Professionnels Agr\u00e9\u00e9s S.E.N.C.R.L.","customer_acct_name":"Lemieux Nolet, Comptables Professionnels Agr\u00e9\u00e9s S.E.N.C.R.L.","tags":"250425 Renewed Lapsed, npiPartnerAccount, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Gabrielle C\u00f4t\u00e9","members_type":"CORP","organization_id":"269145","coidnewmbrdate":"2018-11-07","city_1":"L\u00e9vis","province":"QC","language":"English","lead_status":"Lapsed DEL","time_zone":"2","area_code":"418","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"","individual_id":"306184","pipeline_2_members_only_ast":"","paid_thru":"2025-10-31","last_infoline_date_type":"2024-10-23","last_act_type":"2024-10-23","company_paid_thru":"2025-10-31","do_id":"LB2505208","temp_do_id_for_auto_old_do_id":"LB2505208","npi_email_temp":"Gabrielle.Cote@ln.ca","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"34259","email":"kacmissy@msn.com","first_name":"Karen","last_name":"Cloutier","phone":"6474567087","orgname":"DRS Technologies Canada Ltd","customer_acct_name":"DRS Technologies Canada Ltd","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"185629","full_name":"Karen Cloutier","do_id":"L25A00690","language":"English","canceldate":"2022-07-05","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2011-05-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"7","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"06","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","pds_july":"7","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25A00690","temp_intcode_for_auto_old_int_code":"6","pds_august":"7","phone_2":"6474567087","pds_september":"7","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-10-03","pf1_status":"P","pf1_completion_date":"2012-02-14","pf2_status":"P","pf2_completion_date":"2012-08-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-03-06","number_of_passed_courses":"4","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"kacmissy@msn.com","pcl_completion_date_5":"2016-10-03","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","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","session_id":"call_a0116d12b44c424fc69bff2c7b2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a0116d12b44c424fc69bff2c7b2","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"34437","email":"esther@loewenkruse.com","first_name":"Esther","last_name":"Neudorf","phone":"6047364300","orgname":"Loewen Kruse Chartered Professional Accountants","customer_acct_name":"Loewen Kruse Chartered Professional Accountants","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"284031","full_name":"Esther Neudorf","language":"English","canceldate":"2022-02-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2019-12-20","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"01","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail for Esther Neudorf\n2026 May 08 contact Esther answered and refused to renew citing low usage of membership.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:46-04:00","pipeline_2_members_only_ast":"","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25A01014","temp_intcode_for_auto_old_int_code":"01","phone_2":"6047897778","last_act_type":"2020-11-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"esther@loewenkruse.com","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T14:31:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Esther regarding her lapsed Associate membership with the National Payroll Institute. Esther answered the survey questions, expressed that she initially joined for gaining payroll designation, rated her satisfaction as 4, and declined to renew because she didn't use the membership enough. The agent provided information about membership benefits, but Esther remained firm in her decision not to renew.","aitm_callsummarytitle":"Membership Renewal Declined by Esther","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c4b17e6cf07ae9c16f900235fae","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c4b17e6cf07ae9c16f900235fae","mini_nps":"4","onesentencenotrenewed":"Did not use the membership enough to justify renewal.","initialvalue":"Designation","age_range":"46-60","old_int_code":"6","date_of_renewal_identification":"","old_do_id":"L25A01014","number_of_calls_reached":"1"}},"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":"2025-09-10","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","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","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"33782","email":"soumia.gali@mnp.ca","first_name":"Soumia","last_name":"Gali","phone":"4382335644","orgname":"MNP LLP","customer_acct_name":"MNP LLP","tags":"WR250409, 250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"old_do_id":"L25O00099","city_1":"Montr\u00e9al","province":"QC","language":"French","origin":"Lapsed members","found":"domain","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","full_name":"Soumia Gali","members_type":"CORP","organization_id":"348348","coidnewmbrdate":"2025-03-31","time_zone":"2","area_code":"438","individual_id":"348347","last_act_type":"2025-03-31","company_paid_thru":"2027-03-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507294","temp_do_id_for_auto_old_do_id":"LB2507294","npi_email_temp":"soumia.gali@mnp.ca","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_status":"A"}},"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, TMAI","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":"15","blocnote":"04 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026 May 08 call initiated, no conversation beyond greeting\n2026 May 11 call initiated but no conversation beyond greeting","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:06:42-04:00","pds_july":"6","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25A00683","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2021-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T14:06:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent initiated the call and asked to speak with Carina, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call initiated but no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0b469e084a1ecefa0a6dc09973b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0b469e084a1ecefa0a6dc09973b","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"30589","email":"hardeep1452@yahoo.com","first_name":"Hardeep","last_name":"Sandhu","phone":"6479992800","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":"333468","full_name":"Hardeep Sandhu","members_type":"CAND","do_id":"L25C00410","city_1":"Oakville","province":"ON","language":"English","phone_2":"6479992800","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-18","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":"L25C00410","last_act_type":"2025-07-24","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":"2025-07-24","number_of_passed_courses":"4","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":"2025-12-17T11:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","old_int_code":"10","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"hardeep1452@yahoo.com","pcl_completion_date_5":"2029-04-01","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"33913","email":"jpcyr@csfinc.com","first_name":"Jean-Pierre","last_name":"Cyr","phone":"4186561240","orgname":"Composition Ste-Foy Inc.","customer_acct_name":"Composition Ste-Foy Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"121960","full_name":"Jean-Pierre Cyr","language":"French","canceldate":"2021-02-02","time_zone":"2","area_code":"418","extension_phone_1":"2201","members_type":"AST","new_member_date_2":"2019-12-06","lead_status":"Refused","no_email_solicitation":"True","pds_march":"2","pipeline_1_lapsed_members":"Refused Lapsed","province":"QC","pds_july":"2","paid_thru":"2020-11-30","blocnote":"ok completer le18 aout 2025 n'\u00e9tait pas b\u00e9n\u00e9fique pour lui il ne l'utilisait pas et a participer seulement a 1 webinaire\n2026 May 08 contact says not a member for a few years and ends call.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","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","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"oui ceya ceatait trop cher pour le peu utilise","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"participer 1 webninaire","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":"No","temp_do_id_for_auto_old_do_id":"L25A00358","temp_intcode_for_auto_old_int_code":"1","pds_august":"2","phone_2":"4188066613","pds_september":"2","last_act_type":"2019-06-12","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"jpcyr@csfinc.com","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:53-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Jean-Pierre to discuss his lapsed Associate membership with the National Payroll Institute. Jean-Pierre expressed that he thought he was speaking to a machine and stated he has not been a member for a few years, then ended the call. No renewal or survey was completed.","aitm_callsummarytitle":"Contact not interested, call ended early","notrenewedwanttorenew":"No","onesentencenotrenewed":"Not a member for a few years and not interested in renewing.","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","old_do_id":"L25A00358","session_id":"call_a913c3c0e5615991d77dab191c3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a913c3c0e5615991d77dab191c3","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30401","email":"imene.bensaadi@akka-na.com","first_name":"Messad","last_name":"Bensaadi","phone":"5145647788","orgname":"AKKA Groupe Amerique du Nord Inc.","customer_acct_name":"AKKA Groupe Amerique du Nord Inc.","tags":"250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00282","individual_id":"307963","full_name":"Messad Imene Bensaadi","extension_phone_1":"229","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"29 May 2025 Bad Gateway\r\n11 September 2025 Disconnected","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T14:59:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00282","old_int_code":"08","temp_intcode_for_auto_old_int_code":"16","province":"QC","organization_id":"220880","last_act_type":"2024-02-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"imene.bensaadi@akka-na.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33834","email":"maria.orcino@adp.com","first_name":"Maria","last_name":"Orcino","phone":"4162077995","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"250609 phone cannot be recovered, npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"242037","full_name":"Maria Orcino","do_id":"","language":"English","canceldate":"2024-02-02","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2016-03-22","lead_status":"Partner","no_email_solicitation":"False","pipeline_1_lapsed_members":"","province":"AB","organization_id":"8176","pipeline_2_members_only_ast":"","intcode":"16","blocnote":"02 June 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T19:57:00-04:00","old_int_code":"08","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25A00843","temp_intcode_for_auto_old_int_code":"16","phone_2":"7809774627","last_infoline_date_type":"2024-09-24","last_act_type":"2024-09-24","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2016-08-02","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"maria.orcino@adp.com","pcl_completion_date_5":"2021-08-02","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25A00843","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30566","email":"test_api@example.com","first_name":"PrenomTest","last_name":"","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"do_id":"LB2507467","temp_do_id_for_auto_old_do_id":"LB2507467","npi_email_temp":"test_api@example.com"}},"seriesid":"163"}
{"contact":{"id":"34811","email":"carlos.fernandez4211@gmail.com","first_name":"Carlos","last_name":"Fernandez","phone":"5874336592","orgname":"Scott Springfield MFG Inc.","customer_acct_name":"Scott Springfield MFG Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"284633","full_name":"Carlos Fernandez, PCP","lead_status":"Renewed Lapsed","members_type":"CORP","new_member_date_2":"2024-04-09","coidnewmbrdate":"2023-09-24","city_1":"Calgary","time_zone":"4","province":"AB","language":"English","phone_2":"4034776629","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2025-04-09","cpa_certification":"PCP","cert_status":"ACTIVE","organization_id":"25486","intcode":"99","blocnote":"June 10 2025 he is a member but it has been transferred to the company","dhmsfin_telemarketing_last_contacted_date":"2025-06-10T20:35:00-04:00","old_int_code":"13","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2504626","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2026-03-31","last_act_type":"2026-03-31","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"P","pf1_completion_date":"2024-08-22","pf2_status":"P","pf2_completion_date":"2024-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-11-01","number_of_passed_courses":"4","paid_thru":"2026-08-31","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504626","old_do_id":"L25P00366","npi_email_temp":"carlos.fernandez4211@gmail.com","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"33813","email":"johnne_25@yahoo.com","first_name":"John","last_name":"Philip","phone":"6132471007","orgname":"Farm Boy Company Inc.,","customer_acct_name":"Farm Boy Company Inc.,","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"220159","full_name":"John Xavier Narala Philip","do_id":"L25A00338","language":"English","canceldate":"2021-05-04","time_zone":"2","area_code":"613","extension_phone_1":"252","members_type":"AST","new_member_date_2":"2014-03-04","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"0","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 Wrong number\n2026 May 08 call reached voicemail of Karen Collier at Farm Boy\n2026-05-08 invalid phone destination, phone: +16138000268","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:20-04:00","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A00338","old_int_code":"08","temp_intcode_for_auto_old_int_code":"08","phone_2":"6139388566","last_act_type":"2025-04-24","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":"2014-03-04","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"johnne_25@yahoo.com","pcl_completion_date_5":"2019-01-24","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:45-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call reached the voicemail of Karen Collier at Farm Boy. The agent attempted to connect but was met with an automated voicemail message and did not speak with a human.","aitm_callsummarytitle":"Voicemail reached - no human contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_9f9090ac61b62e46c187c890a4e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9f9090ac61b62e46c187c890a4e"}},"seriesid":"163"}
{"contact":{"id":"33929","email":"lathajedwin@gmail.com","first_name":"Latha","last_name":"Sathisananda","phone":"4163219911","orgname":"Computek College","customer_acct_name":"Computek College","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"120268","full_name":"Latha Sathisananda","do_id":"L25A00612","language":"English","canceldate":"2021-11-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2019-09-18","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"0","blocnote":"june 3 2025 vm\r\nLN Sept 22 2025 vm\n2026 May 08 call to Computech College, no Latha Sathisananda found, no updated contact info","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25A00612","temp_intcode_for_auto_old_int_code":"08","phone_2":"9054713344","last_act_type":"2021-05-24","pcl_status":"P","pcl_completion_date":"2008-01-14","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":"2021-05-24","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"lathajedwin@gmail.com","pcl_completion_date_5":"2013-01-14","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Computech College to speak with Latha Sathisananda but was informed that no one by that name works there. The agent asked for updated contact information but was unable to obtain any. The call ended courteously after confirming the contact was not available.","aitm_callsummarytitle":"No Contact Found at Computech College","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_67ab2eff5d3a6865166a36ce634","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_67ab2eff5d3a6865166a36ce634","number_of_calls_reached":"1"}},"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, TMAI","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":"06","blocnote":"june 3 2025 vm\r\nLN Sept 22 2025 Survey completed . He said payroll is just a small part of his job.\n2026 May 08 voicemail reached, no contact with Chris Burkish\n2026 May 11 voicemail reached, no contact with intended person\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 voicemail reached, no message left\n2026 May 19 voicemail reached, no human answer\n2026 May 21 call reached voicemail, no contact with Chris Burkich\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T17:07:17-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00875","temp_intcode_for_auto_old_int_code":"06","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","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","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-25T17:07:17-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was an outbound attempt to reach Christopher Burkish but ended up reaching voicemail. No conversation or renewal discussion took place.","aitm_callsummarytitle":"Voicemail reached, no contact","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1612658e0cb9050461cd81bfa9a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1612658e0cb9050461cd81bfa9a"}},"seriesid":"163"}
{"contact":{"id":"34036","email":"gnauck@chilliwack.com","first_name":"Janice","last_name":"Gnauck","phone":"6047929311","orgname":"City of Chilliwack","customer_acct_name":"City of Chilliwack","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"138010","full_name":"Janice Gnauck","do_id":"L25A00638","language":"English","canceldate":"2023-01-05","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2008-11-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"0","blocnote":"03 June 2025 VM\r\nLN \/ 15 September 2025 Wrong number\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no message left\n2026 May 13 call reached wrong number, no renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T16:06:44-04:00","pds_july":"1","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A00638","old_int_code":"08","temp_intcode_for_auto_old_int_code":"08","pds_august":"1","phone_2":"8005618803","pds_september":"1","last_infoline_date_type":"2022-06-28","last_act_type":"2022-06-28","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"gnauck@chilliwack.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-13T16:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent called the number and was informed it was the wrong number. The call ended promptly without further conversation.","aitm_callsummarytitle":"Wrong Number - Call Ended","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ed733d28737ab5d22983e2274f1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ed733d28737ab5d22983e2274f1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34860","email":"blaisp@jdlm.qc.ca","first_name":"Pascal","last_name":"Blais","phone":"4506597657","orgname":"Coll\u00e8ge Jean de la Mennais","customer_acct_name":"Coll\u00e8ge Jean de la Mennais","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Pascal Blais","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":"2320","area_code":"450","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"346161","paid_thru":"2025-12-31","last_act_type":"2026-10-02","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":"L25O04786","temp_do_id_for_auto_old_do_id":"L25O04786","npi_email_temp":"blaisp@jdlm.qc.ca","pipeline_2_members_only_ast":"","ln_entered_date":"2026-06-01","old_do_id":"LB2504513","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","corp_cancel_date":"2026-03-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34138","email":"scaria.antony@trustscience.com","first_name":"Scaria","last_name":"Antony","phone":"7809061679","orgname":"Trust Science Inc.","customer_acct_name":"Trust Science Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"263835","full_name":"Scaria Antony, CPA, CMA","do_id":"L25A00929","language":"English","canceldate":"2024-07-03","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2018-05-28","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"15","blocnote":"June 4 2025 vm\r\nAug 21 2025 vm\n2026 May 08 call started, agent introduced herself and membership lapse mentioned, call ended early.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A00929","temp_intcode_for_auto_old_int_code":"15","phone_2":"7809061679","last_act_type":"2023-03-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"scaria.antony@trustscience.com","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Scaria and introduced herself, mentioning the lapsed Associate membership and the intent to ask 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 further conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c4961b4f87a43df3cda57f5670c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c4961b4f87a43df3cda57f5670c","number_of_calls_reached":"1"}},"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, TMAI","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":"15","blocnote":"June 4 2025 vm\r\nSept 3 2025 vm\n2026 May 08 contact answered but declined to continue conversation due to lack of time.\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 voicemail reached, no contact with Niloofar\n2026 May 13 call started, agent introduced and asked first question, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T10:06:41-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A00927","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-13T10:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent reached Niloofar 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 without further questions or resolution.","aitm_callsummarytitle":"Call started but ended early after first question","notrenewedwanttorenew":"No","onesentencenotrenewed":"User declined to continue the conversation due to lack of time.","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1acd3f922ff3b5c02d8d267f743","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1acd3f922ff3b5c02d8d267f743","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"35191","email":"marydalonzo@rogers.com","first_name":"Mary","last_name":"Dalonzo","phone":"4165593141","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mary Dalonzo","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C02441","new_member_date_2":"2022-05-19","phone_2":"4165593141","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313145","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02441","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-17","pcl_status":"P","pcl_completion_date":"2022-09-11","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"marydalonzo@rogers.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"35122","email":"bagwan_mila@yahoo.com","first_name":"Mila","last_name":"Bagwan","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":"Mila Bagwan","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"905","members_type":"CAND","new_member_date_2":"2023-05-09","phone_2":"5197293602","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314898","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C02688","last_act_type":"2023-01-09","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2022-10-30","pf2_status":"P","pf2_completion_date":"2023-07-26","number_of_passed_courses":"3","intcode":"21","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025 vm 2nd number","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:35:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"bagwan_mila@yahoo.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C02688"}},"seriesid":"163"}
{"contact":{"id":"30404","email":"lesley.rasmussen@cmto.com","first_name":"Lesley","last_name":"Rasmussen","phone":"4164892626","orgname":"College of Massage Therapists of Ontario","customer_acct_name":"College of Massage Therapists of Ontario","tags":"250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00419","individual_id":"311765","full_name":"Lesley Rasmussen","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"May 29  2025 vm\r\nAug 12 2025 vm\r\nLN Oct 30 2025 Lesley Rasmussen is no longer there. Celina is the person in people and culture now in a meeting.","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:32:00-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00419","temp_intcode_for_auto_old_int_code":"10","province":"ON","organization_id":"311763","extension_phone_1":"0","last_act_type":"2023-05-15","old_int_code":"6","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lesley.rasmussen@cmto.com","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9238","email":"anuragjassal@gmail.com","first_name":"Anurag","last_name":"Jassal","phone":"6478873234","orgname":"Kapsch TraficCom","customer_acct_name":"Kapsch TraficCom","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C06498","full_name":"Anurag Jassal","language":"English","origin":"Lapsed Spring 2024","individual_id":"307893","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503512","members_type":"CAND","province":"AB","area_code":"647","time_zone":"2","phone_2":"6478873234","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2024-02-03","intcode":"10","blocnote":"12 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\nLN \/ 08 December 2025 VM","paid_thru":"2023-11-30","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T10:43:00-05:00","new_member_date_2":"2021-12-17","temp_do_id_for_auto_old_do_id":"L25C06498","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2022-04-10","pcl_status":"P","pcl_completion_date":"2022-04-10","pf1_status":"F","pf1_completion_date":"2023-02-06","number_of_passed_courses":"1","old_int_code":"16","trc":"True","wera":"False","npi_email_temp":"anuragjassal@gmail.com","pcl_completion_date_5":"2027-04-10","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"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","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"33702","email":"rajeshkamboj@hotmail.com","first_name":"Rajesh","last_name":"Kumar","phone":"5066391707","orgname":"Moncton Cares","customer_acct_name":"Moncton Cares","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334277","full_name":"Rajesh Kumar","members_type":"CAND","do_id":"L25C00662","lead_status":"Lapsed Member","new_member_date_2":"2024-02-12","city_1":"Moncton","time_zone":"1","province":"NB","language":"English","phone_2":"5066391707","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00662","last_act_type":"2024-11-02","pcl_status":"P","pcl_completion_date":"2024-06-04","number_of_passed_courses":"1","intcode":"15","blocnote":"LNC \/ 14 November 2025 He will renew online if interested","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T10:56:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"15","trc":"True","wera":"False","npi_email_temp":"rajeshkamboj@hotmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"33991","email":"payroll@pivotts.com","first_name":"Leslie","last_name":"Yates","phone":"7148454542","orgname":"Pivot Technology Solutions","customer_acct_name":"Pivot Technology Solutions","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"252493","full_name":"Leslie Yates","do_id":"L25A00885","language":"English","canceldate":"2022-07-05","time_zone":"5","area_code":"714","members_type":"AST","new_member_date_2":"2017-05-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"CA","intcode":"07","blocnote":"june 3 2025 vm\r\nLN Sept 22 2025 vm\n2026 May 08 voicemail reached, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 dial busy, phone:  +17148454542\n2026-05-15 dial busy, phone:  +17148454542\n2026-05-19 dial busy, phone:  +17148454542\n2026-05-21 dial busy, phone:  +17148454542\n2026-05-25 dial busy, phone:  +17148454542","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T18:07:09-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25A00885","temp_intcode_for_auto_old_int_code":"07","last_infoline_date_type":"2021-03-24","last_act_type":"2021-04-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"payroll@pivotts.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","called_by":"Tri","aitm_status_called":"2026-05-25T18:07:09-04:00","number_of_call_attempts":"7","number_of_total_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":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_b4cb47ddba7941ab050bc808ab1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b4cb47ddba7941ab050bc808ab1","old_int_code":"6"}},"seriesid":"163"}
{"contact":{"id":"34026","email":"mary.81m@gmail.com","first_name":"Mariana","last_name":"Racovita","phone":"5144025185","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"255194","full_name":"Mariana Racovita","do_id":"L25A00895","language":"French","canceldate":"2023-05-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2022-03-16","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2023-02-28","intcode":"07","blocnote":"18 aout 2025 bv\n2026-05-08 dial busy, phone:  +15144025185","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:35-04:00","temp_do_id_for_auto_old_do_id":"L25A00895","temp_intcode_for_auto_old_int_code":"07","phone_2":"5144025185","last_act_type":"2023-07-07","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"F","pf1_completion_date":"2023-07-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"mary.81m@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:35-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"6","retell_call_status":"not_connected","session_id":"call_e21eb67a33ed74f9734ec33dcc6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e21eb67a33ed74f9734ec33dcc6"}},"seriesid":"163"}
{"contact":{"id":"34806","email":"jolyane_richard@hotmail.com","first_name":"Jolyane","last_name":"Brisson","phone":"5143803600","orgname":"Qu\u00e9becor M\u00e9dia Inc.","customer_acct_name":"Qu\u00e9becor M\u00e9dia Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"335460","full_name":"Jolyane Richard Brisson","lead_status":"Lapsed DEL","members_type":"CORP","new_member_date_2":"2024-03-15","coidnewmbrdate":"2010-03-29","city_1":"Saint-Colomban","time_zone":"2","province":"QC","language":"French","phone_2":"5142105929","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-11","organization_id":"167431","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O05617","old_do_id":"LB2505707","last_act_type":"2025-11-04","company_paid_thru":"2026-02-28","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2024-08-05","pf1_status":"F","pf1_completion_date":"2025-10-21","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"L25O05617","npi_email_temp":"jolyane_richard@hotmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","ln_entered_date":"2026-05-26","company_status":"A"}},"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","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33619","email":"sedwards@creeksideadvisors.ca","first_name":"Sarah","last_name":"Edwards","phone":"4379222407","orgname":"Creekside Advisors Inc.","customer_acct_name":"Creekside Advisors Inc.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333963","full_name":"Sarah Edwards","members_type":"CAND","do_id":"L25C00579","lead_status":"Lapsed Member","new_member_date_2":"2024-02-09","city_1":"Mississauga","time_zone":"2","province":"ON","language":"English","phone_2":"4379222407","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC \/ 13 November 2025 Someone called and asked her - she doesn't want to answer again","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T13:08:00-05:00","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","notrenewednolongerinpayroll":"No","notrenewednobenefit":"No","notrenewednotused":"No","notrenewedwanttorenew":"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":"11","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00579","temp_intcode_for_auto_old_int_code":"11","last_act_type":"2025-06-05","pcl_status":"P","pcl_completion_date":"2024-04-23","number_of_passed_courses":"1","old_int_code":"1","trc":"True","wera":"False","npi_email_temp":"sedwards@creeksideadvisors.ca","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"9218","email":"anthonyv@marblemedia.com","first_name":"Anthony","last_name":"Valenti","phone":"4166462711","orgname":"Marble Media Inc.","customer_acct_name":"Marble Media 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":"L25O01432","full_name":"Anthony Valenti","language":"English","origin":"Lapsed Spring 2024","domain_1":"marblemedia.com","individual_id":"272939","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2502504","time_zone":"2","province":"ON","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  APr 7 2025 cm  Apr 30 2025 vm\r\nAug 5 2025 vm\r\nLN Oct 6 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2026-01-05T09:25:00-05:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25O01432","temp_intcode_for_auto_old_int_code":"6","organization_id":"272938","last_act_type":"2023-03-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"anthonyv@marblemedia.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33629","email":"guylaine.landry@hotmail.ca","first_name":"Guylaine","last_name":"Landry","phone":"4507748467","orgname":"Graphic Packaging International","customer_acct_name":"Graphic Packaging International","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"319977","full_name":"Guylaine Landry","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-02-22","city_1":"St-Charles-sur-Richelieu","time_zone":"2","province":"QC","language":"French","phone_2":"5142966737","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00589","last_infoline_date_type":"2023-09-20","last_act_type":"2024-03-01","pcl_status":"E","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"lnc.\r\n27 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T09:10:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"guylaine.landry@hotmail.ca","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00589","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"34983","email":"hmgillespie@hotmail.com","first_name":"Heather","last_name":"Gillespie","phone":"2503606642","orgname":"Priologic Software Inc.","customer_acct_name":"Priologic Software Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Heather Gillespie","language":"English","canceldate":"2024-08-02","cpa_certification":"PCP","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C01171","new_member_date_2":"2020-06-03","cert_status":"PENDING","phone_2":"2503606642","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"289198","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C01171","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-04-17","pcl_status":"P","pcl_completion_date":"2020-10-04","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2021-07-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-12-14","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"hmgillespie@hotmail.com","pcl_completion_date_5":"2025-10-04","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"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","latest_paid_thru":"2025-07-31"}},"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","latest_paid_thru":"2022-12-31"}},"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","latest_paid_thru":"2021-07-31"}},"seriesid":"163"}
{"contact":{"id":"34332","email":"kate.a.montgomery@gmail.com","first_name":"Kathleen","last_name":"Major","phone":"6042631562","orgname":"Progressive Sealing","customer_acct_name":"Progressive Sealing","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"198182","full_name":"Kathleen Major","do_id":"L25A00457","language":"English","canceldate":"2021-06-02","time_zone":"5","area_code":"604","extension_phone_1":"110","members_type":"AST","new_member_date_2":"2020-04-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","cpa_certification":"PCP","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call disconnected shortly after greeting, no conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:47-04:00","pds_july":"1","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A00457","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","phone_2":"6048333585","pds_september":"1","last_conf_date_type":"2018-06-27","last_act_type":"2020-02-04","pcl_status":"P","pcl_completion_date":"2012-08-07","pf1_status":"P","pf1_completion_date":"2012-11-27","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","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"kate.a.montgomery@gmail.com","pcl_completion_date_5":"2017-08-07","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Kathleen but the call was very short and ended abruptly after the initial greeting and request to speak with Kathleen.","aitm_callsummarytitle":"Call ended after initial greeting","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Call ended before any renewal discussion.","initialvalue":"Other","othermemberbenefit":"No information provided","old_int_code":"6","astotherreasonsnottorenew":"Call ended before reason could be provided.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8a7ff4db9f434741a75692abbd1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8a7ff4db9f434741a75692abbd1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33790","email":"joyce.walsh@sutherlandglobal.com","first_name":"Joyce","last_name":"Walsh","phone":"5855865757","orgname":"Sutherland Global Services Canada","customer_acct_name":"Sutherland Global Services Canada","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"186190","full_name":"Joyce Walsh","do_id":"L25A01334","language":"English","canceldate":"2021-08-04","time_zone":"2","area_code":"800","members_type":"AST","new_member_date_2":"2011-06-03","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","organization_id":"186232","intcode":"0","blocnote":"June 2 2025 vm  Sept 5 2025 vm\n2026 May 08 call reached automated system, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:59-04:00","pds_july":"2","paid_thru":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25A01334","temp_intcode_for_auto_old_int_code":"08","pds_august":"2","phone_2":"4155414901","pds_september":"2","last_act_type":"2020-05-05","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"joyce.walsh@sutherlandglobal.com","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:59-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach a contact but was answered by an automated system providing a company greeting. No human interaction occurred during the call.","aitm_callsummarytitle":"Call reached automated system, no human","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d2e87c545dc3e8a61ffa7b4ee72","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d2e87c545dc3e8a61ffa7b4ee72","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30166","email":"kivi0601@gmail.com","first_name":"Kelly","last_name":"Kivi","phone":"7058751534","orgname":"AzkoNobel","customer_acct_name":"AzkoNobel","tags":"250205 AST Members, fixDhms, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0732","full_name":"Kelly Kivi","members_type":"AST","city_1":"Whitby","province":"ON","language":"English","phone_2":"2893884511","lead_status":"Renewed APX","new_member_date_2":"2023-03-01","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"219902","no_email_solicitation":"False","pds_march":"5","area_code":"705","time_zone":"2","intcode":"31","blocnote":"May 11 2026 Survey completed Send resource email.","resourceaware":"Yes","resourcevisitedselfreport":"Last month","value_designation":"No","pipeline_1_lapsed_members":"","pds_may":"5","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:27:00-04:00","old_int_code":"99","pds_july":"5","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","pds_august":"5","temp_do_id_for_auto_old_do_id":"AST0732","temp_intcode_for_auto_old_int_code":"31","pds_september":"5","last_infoline_date_type":"2025-07-30","last_act_type":"2026-02-25","telemarketing_call_date":"2026-05-11","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","sendaidate":"2026-05-11T10:27:16-04:00","pds_november":"5","npi_email_temp":"kivi0601@gmail.com","date_of_renewal_identification":"2026-02-28","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","extension_phone_1":"","email2":"","full_name_2":" ","sendaigeneral":"2026-05-11T10:27:00-04:00","sendaiemail":"2026-05-11T10:27:15-04:00"}},"seriesid":"163"}
{"contact":{"id":"9197","email":"colleenhardie@hotmail.com","first_name":"Colleen","last_name":"Hardie","phone":"7787381260","orgname":"Breathe Medical Manufacturing Ltd.","customer_acct_name":"Breathe Medical Manufacturing Ltd.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01805","province":"BC","full_name":"Colleen Hardie, Non CPA","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2021-01-15","lapsed_expiration_date":"2022-03-02","individual_id":"296720","area_code":"778","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500465","time_zone":"5","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 16 2025 vm  Aug 11 2025 vm\r\nLN Oct 30 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T12:08:00-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25O01805","temp_intcode_for_auto_old_int_code":"6","organization_id":"296719","phone_2":"7782140330","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"colleenhardie@hotmail.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","company_paid_thru":"2021-12-31","corp_cancel_date":"2022-03-02","company_status":"I"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"May 11 2026 Advised no direct lines can only email.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:30:00-04:00","intcode":"10","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":"10","last_infoline_date_type":"2026-04-14","last_act_type":"2026-04-14","telemarketing_call_date":"2026-05-11","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:30-05:00","old_int_code":"99","npi_email_temp":"payrolldepartment@vrtx.com","date_of_renewal_identification":"2026-03-01","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"34012","email":"phoule@gmail.com","first_name":"Pina","last_name":"Houle","phone":"4169795000","orgname":"Ryerson University","customer_acct_name":"Ryerson University","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"13523","full_name":"Pina Houle","do_id":"L25A00381","language":"English","canceldate":"2022-02-02","time_zone":"2","area_code":"416","extension_phone_1":"6238","members_type":"AST","new_member_date_2":"2017-12-04","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":"CPM","intcode":"15","blocnote":"June 4 2025 vm Wayne\r\nAug 28 2025 vm\n2026 May 08 reached voicemail for Wayne Virge, intended for Pina Houle\n2026 May 08 call reached voicemail, no human answer\n2026 May 11 call reached automated system and agent asked for Pina Houle but no connection made\n2026 May 13 voicemail reached, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached automated system, no human contact\n2026 May 19 call initiated but ended early, no conversation with Pina","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:11:59-04:00","pds_july":"1","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25A00381","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","phone_2":"4167818924","pds_september":"1","last_infoline_date_type":"2021-09-29","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"phoule@gmail.com","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","called_by":"Tri","aitm_status_called":"2026-05-19T11:11:59-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was an outbound attempt to reach a contact named Pina at Toronto Metropolitan University. The agent confirmed the call recording and asked to speak with Pina, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call initiated but no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_68babbcd6942f3ff9af8a5542c4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_68babbcd6942f3ff9af8a5542c4","old_int_code":"03","number_of_calls_reached":"3"}},"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","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34510","email":"blynes1@gmail.com","first_name":"Brenda","last_name":"Lynes","phone":"780975725","orgname":"","customer_acct_name":"","tags":"npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"286006","full_name":"Brenda Lynes","do_id":"L25A01036","language":"English","canceldate":"2021-04-02","time_zone":"#N\/A","area_code":"#ER","members_type":"AST","new_member_date_2":"2020-02-24","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A01036","extension_phone_1":"8","phone_2":"7809757258","last_infoline_date_type":"2020-02-12","last_act_type":"2020-02-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"blynes1@gmail.com","formatted_paid_thru":"31\/01\/2021","latest_paid_thru":"2021-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T09:23:24-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T08:11:42-04:00","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. No conversation took place and no actions were taken.","aitm_callsummarytitle":"Voicemail reached, no contact","blocnote":"2026 May 07 reached voicemail\n2026 May 10 call reached voicemail\n2026 May 13 call reached voicemail - Brenda Lyons\n2026 May 15 call reached voicemail, no contact made","intcode":"06","npi_voicemaildetection":"Yes","ivrdetector":"Yes","temp_intcode_for_auto_old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6dd17b3ee5b54c8ee01766dcba1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6dd17b3ee5b54c8ee01766dcba1","notrenewedwanttorenew":"No","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"33655","email":"hiumui@hotmail.com","first_name":"Audrey","last_name":"Cheng","phone":"4166163188","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321506","full_name":"Audrey Hiu Mui Cheng","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-02-07","city_1":"Markham","time_zone":"2","province":"ON","language":"English","phone_2":"4166163188","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00615","last_act_type":"2024-01-18","pcl_status":"P","pcl_completion_date":"2023-04-30","pf2_status":"F","pf2_completion_date":"2023-07-26","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 13 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T13:42:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"hiumui@hotmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C00615","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"33967","email":"dendes47@gmail.com","first_name":"Denise","last_name":"Desrosiers","phone":"4168566442","orgname":"Cortina Kitchens","customer_acct_name":"Cortina Kitchens","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"126154","full_name":"Denise Desrosiers","do_id":"L25A00621","language":"English","canceldate":"2023-11-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2022-09-21","lead_status":"Lapsed Member","no_email_solicitation":"True","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\n2026 May 08 call reached voicemail\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail.\n2026 May 11 call went to voicemail, no contact made\n2026 May 13 call reached voicemail, no contact with Denise\n2026 May 13 call reached voicemail, no contact with Denise\n2026 May 15 call reached voicemail\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A00621","temp_intcode_for_auto_old_int_code":"6","phone_2":"6479644641","last_infoline_date_type":"2023-04-14","last_act_type":"2023-04-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dendes47@gmail.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:44-04:00","number_of_call_attempts":"8","number_of_total_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","session_id":"call_ffa2a46333cfda50439f11532dd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ffa2a46333cfda50439f11532dd","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"34772","email":"tanyadoell@gmail.com","first_name":"Tanya","last_name":"Doell","phone":"6049463848","orgname":"Bradley Technologies Inc","customer_acct_name":"Bradley Technologies Inc","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"84974","full_name":"Tanya Doell","do_id":"L25A00571","language":"English","canceldate":"2021-08-04","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2015-06-17","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"6","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","cpa_certification":"PCP","intcode":"15","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call initiated but ended after initial greeting, no contact made.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:46-04:00","pds_july":"6","paid_thru":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25A00571","temp_intcode_for_auto_old_int_code":"15","pds_august":"6","phone_2":"6047542969","pds_september":"6","last_conf_date_type":"2016-06-15","last_act_type":"2020-06-15","pcl_status":"P","pcl_completion_date":"2015-10-06","pf1_status":"F","pf1_completion_date":"2016-12-25","number_of_passed_courses":"1","pds_october":"6","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"6","npi_email_temp":"tanyadoell@gmail.com","pcl_completion_date_5":"2020-10-06","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:26:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called to speak with Tanya but the call ended shortly after the initial greeting without further conversation.","aitm_callsummarytitle":"Call ended after initial greeting","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6df4662cb0cb7bf384e634554a6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6df4662cb0cb7bf384e634554a6","mini_nps":"3","onesentencenotrenewed":"No conversation occurred to determine renewal interest.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"6","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34799","email":"jason.o.kenny@hotmail.com","first_name":"Jason","last_name":"Kenny","phone":"2368382004","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":"341607","full_name":"Jason Kenny","do_id":"L25A01331","language":"English","canceldate":"2024-11-29","time_zone":"5","area_code":"236","members_type":"AST","new_member_date_2":"2024-09-03","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","blocnote":"10 June 2025 He didn't have time to talk - he didn't renew because he took another path\n2026 Mar 03 brief call with Jason, introduction made but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T16:53:50-05:00","intcode":"15","paid_thru":"2025-07-31","phone_2":"2368382004","temp_do_id_for_auto_old_do_id":"L25A01331","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":"jason.o.kenny@hotmail.com","aitm_status_called":"2026-03-03T16:53:50-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Jason and introduced herself, explaining the purpose of the call regarding his lapsed Associate membership with the National Payroll Institute. The call was 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":"11","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"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":"2021-06-05","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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34058","email":"dmarin@goodfellowinc.com","first_name":"Daniela","last_name":"Marin","phone":"4506356511","orgname":"Goodfellow Inc","customer_acct_name":"Goodfellow Inc","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"105570","full_name":"Daniela Marin","do_id":"L25A00392","language":"French","canceldate":"2023-02-02","time_zone":"2","area_code":"450","extension_phone_1":"2289","members_type":"AST","new_member_date_2":"2006-10-17","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","cpa_certification":"SCP","organization_id":"12083","pds_july":"1","paid_thru":"2022-11-30","intcode":"15","blocnote":"21 aout 2025 vacances de retour dans 3 semaines\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call initiated to Daniela but conversation was mostly inaudible and ended abruptly.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:56-04:00","temp_do_id_for_auto_old_do_id":"L25A00392","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","phone_2":"5149776873","pds_september":"1","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2007-01-16","pf1_status":"P","pf1_completion_date":"2007-07-09","pf2_status":"P","pf2_completion_date":"2008-01-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-03-11","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"dmarin@goodfellowinc.com","pcl_completion_date_5":"2012-01-16","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:56:46-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was initiated by the agent Ellen on behalf of the National Payroll Institute, attempting to speak with Daniela. The conversation was mostly inaudible and fragmented, with no clear information exchanged or task completed before the user hung up.","aitm_callsummarytitle":"Unsuccessful call with inaudible conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c0c84d357f26fbd14e7d6ee937a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c0c84d357f26fbd14e7d6ee937a","mini_nps":"3","onesentencenotrenewed":"No clear refusal or renewal intent expressed due to inaudible conversation.","initialvalue":"Other","othermemberbenefit":"No other member benefit reason was provided due to inaudible conversation.","old_int_code":"6","astotherreasonsnottorenew":"Conversation was mostly inaudible and no clear reason was provided.","age_range":"Preferred not to say","company_paid_thru":"2015-03-31","corp_cancel_date":"2015-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"35245","email":"luciahoyos.g@gmail.com","first_name":"Alba","last_name":"Garcia","phone":"9058557600","orgname":"Hatch Ltd","customer_acct_name":"Hatch Ltd","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Alba Lucia Hoyos Garcia","language":"English","time_zone":"2","area_code":"905","members_type":"CORP","do_id":"","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304227","temp_do_id_for_auto_old_do_id":"L25C01701","temp_intcode_for_auto_old_int_code":"21","canceldate":"2023-11-02","new_member_date_2":"2021-09-15","paid_thru":"2026-07-31","province":"ON","organization_id":"5889","phone_2":"4379893027","last_act_type":"2026-03-26","company_paid_thru":"2026-07-31","cert_status":"ACTIVE","cpa_certification":"PCP","pcl_status":"P","pcl_completion_date":"2023-02-16","pf1_status":"P","pf1_completion_date":"2024-12-21","pf2_status":"P","pf2_completion_date":"2025-05-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-10-16","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"luciahoyos.g@gmail.com","pcp_we":"APPROVED","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01701","company_status":"A"}},"seriesid":"163"}
{"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":"03","blocnote":"LN.15 sept 2025 bv\n2026 May 08 call ended after identity confirmation attempt","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","temp_do_id_for_auto_old_do_id":"L25A00781","temp_intcode_for_auto_old_int_code":"03","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","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact by asking if they were speaking with H\u00e9l\u00e8ne, but the call ended shortly after without any clear response from the user.","aitm_callsummarytitle":"Identity Confirmation Attempted, No Response","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0281d27deed23bea0d44dd0a104","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0281d27deed23bea0d44dd0a104","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33799","email":"doreah.rosenar@telus.com","first_name":"Doreah","last_name":"Rosenar","phone":"6046978044","orgname":"TELUS","customer_acct_name":"TELUS","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"97412","full_name":"Doreah Rosenar","do_id":"L25A00585","language":"English","canceldate":"2024-08-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2005-12-07","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"4","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","cpa_certification":"PCP","intcode":"0","blocnote":"02 June 2025 Number not in service\n2026-05-08 invalid phone destination, phone: +14035304003\n2026-05-08 invalid phone destination, phone: +14032777354","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:48-04:00","old_int_code":"08","pds_july":"4","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A00585","temp_intcode_for_auto_old_int_code":"08","pds_august":"4","phone_2":"6044322151","pds_september":"4","last_conf_date_type":"2016-06-15","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2009-06-23","pf1_status":"P","pf1_completion_date":"2010-06-15","pf2_status":"P","pf2_completion_date":"2011-06-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-03-24","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"doreah.rosenar@telus.com","pcl_completion_date_5":"2014-06-23","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:36:47-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_fc2506417602472a2db0f7b773a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fc2506417602472a2db0f7b773a"}},"seriesid":"163"}
{"contact":{"id":"33643","email":"syedaashah9@gmail.com","first_name":"Syed","last_name":"Shah","phone":"6135448973","orgname":"Academy of Learning - Kingston","customer_acct_name":"Academy of Learning - Kingston","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"330650","full_name":"Syed Shah","members_type":"CAND","do_id":"L25C00603","lead_status":"Lapsed Member","new_member_date_2":"2024-02-13","city_1":"Niagara Falls","time_zone":"2","province":"ON","language":"English","phone_2":"9057494346","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","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":"2025-12-17T15:35:00-05:00","paid_thru":"2025-01-31","notrenewedother":"Phone cannot be recovered","old_int_code":"16","temp_do_id_for_auto_old_do_id":"L25C00603","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-02-13","pcl_status":"P","pcl_completion_date":"2023-12-04","pf1_status":"P","pf1_completion_date":"2024-04-23","pf2_status":"P","pf2_completion_date":"2024-03-27","number_of_passed_courses":"3","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"syedaashah9@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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":"2023-03-07","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","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"34914","email":"cee.jervis@gmail.com","first_name":"Cieleste","last_name":"Jervis","phone":"","orgname":"","customer_acct_name":"","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"180621","full_name":"Cieleste Jervis, PLP,CCAP,MBA","members_type":"PRO","new_member_date_2":"2011-11-18","city_1":"Scarborough","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"416","phone_2":"4168797940","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-10-31","cert_status":"ACTIVE","cpa_certification":"CPM","last_infoline_date_type":"2025-12-02","last_act_type":"2026-04-16","pcl_status":"P","pcl_completion_date":"2011-05-05","pf1_status":"P","pf1_completion_date":"2011-08-18","pf2_status":"P","pf2_completion_date":"2011-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-06-07","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pcp_we":"APPROVED","temp_do_id_for_auto_old_do_id":"LB2504694","npi_email_temp":"cee.jervis@gmail.com","pcl_completion_date_5":"2016-05-05","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"33689","email":"dejesus_rovelyn@yahoo.ca","first_name":"Rovelyn","last_name":"Suguitan","phone":"4168265486","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":"329973","full_name":"Rovelyn Suguitan","members_type":"CAND","do_id":"L25C00649","lead_status":"Lapsed Member","new_member_date_2":"2024-02-01","city_1":"Thornhill","time_zone":"2","province":"ON","language":"English","phone_2":"4168265486","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00649","last_act_type":"2024-05-27","pcl_status":"P","pcl_completion_date":"2024-05-27","pf1_status":"P","pf1_completion_date":"2023-12-04","pf2_status":"P","pf2_completion_date":"2024-02-15","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC Nov 4 2025 Busy call back\r\nLNC Dec 5 2025 vm\r\nLNC Dec 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T09:35:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","old_int_code":"10","npi_email_temp":"dejesus_rovelyn@yahoo.ca","pcl_completion_date_5":"2029-05-27","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"34838","email":"ancuta.geru@gmail.com","first_name":"Anca","last_name":"Geru","phone":"5144999900","orgname":"","customer_acct_name":"","tags":"WRA250507, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"349867","full_name":"Anca Geru","members_type":"AST","lead_status":"Renewed APX","new_member_date_2":"2025-04-17","city_1":"Saint-Laurent","province":"QC","language":"English","time_zone":"2","area_code":"450","phone_2":"5149835810","do_id":"AST1948","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","old_do_id":"AST1947","pipeline_1_lapsed_members":"Renewed lapsed","coidnewmbrdate":"2003-03-15","found":"DO4 Email","date_of_renewal_identification":"2026-04-02","intcode":"06","blocnote":"Oct 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:49:00-04:00","old_int_code":"99","paid_thru":"2027-03-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST1948","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2026-03-30","telemarketing_call_date":"2026-05-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ancuta.geru@gmail.com","apx_entered_date":"2026-02-14","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"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":"2023-01-02","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","latest_paid_thru":"2022-07-31"}},"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","latest_paid_thru":"2022-09-30"}},"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","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-02-24","company_status":"I"}},"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, TMAI","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":"15","blocnote":"June 5 2025 not in\r\nSept 3 2025 not in at the moment\n2026 May 08 contact not available, no message left.\n2026 May 11 call disconnected early, no conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:44-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00698","temp_intcode_for_auto_old_int_code":"15","phone_2":"2899861848","last_infoline_date_type":"2021-03-05","last_act_type":"2022-05-01","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","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was very brief and disconnected shortly after initiation without any meaningful conversation or task completion.","aitm_callsummarytitle":"Call disconnected early","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Call disconnected early with no conversation.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"03","astotherreasonsnottorenew":"Call disconnected early, no reason given.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6691d3c02955786a1bb01ff6e7c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6691d3c02955786a1bb01ff6e7c","number_of_calls_reached":"2"}},"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, TMAI","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":"16","blocnote":"02 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026-05-08 invalid phone destination, phone: +19055292263\n2026-05-08 invalid phone destination, phone: +19055292263","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:30-04:00","pds_july":"1","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A00594","temp_intcode_for_auto_old_int_code":"16","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","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:48-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_def01f26e872aeae7c74281190e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_def01f26e872aeae7c74281190e"}},"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","latest_paid_thru":"2023-11-30"}},"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","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"34682","email":"rberard28@gmail.com","first_name":"Robert","last_name":"Berard","phone":"2047914468","orgname":"RB Accounting and Tax","customer_acct_name":"RB Accounting and Tax","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"326514","full_name":"Robert Berard","do_id":"L25A01293","language":"English","canceldate":"2024-08-02","time_zone":"3","area_code":"204","members_type":"AST","new_member_date_2":"2023-06-28","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"MB","intcode":"06","blocnote":"june 9 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:40-04:00","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01293","temp_intcode_for_auto_old_int_code":"6","phone_2":"2047914468","last_act_type":"2023-06-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rberard28@gmail.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:43-04:00","number_of_call_attempts":"8","number_of_total_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","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5ffc91355057e3cb50e1371243e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5ffc91355057e3cb50e1371243e"}},"seriesid":"163"}
{"contact":{"id":"34189","email":"ahilarion@coilplus.ca","first_name":"Angela","last_name":"Hilarion","phone":"5194856393","orgname":"Coilplus Canada Inc.","customer_acct_name":"Coilplus Canada Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"274379","full_name":"Angela Hilarion","do_id":"L25A00423","language":"English","canceldate":"2021-07-03","time_zone":"2","area_code":"519","extension_phone_1":"230","members_type":"AST","new_member_date_2":"2019-05-01","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"0","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 call reached voicemail of Taylor Dursden at Coil Plus Canada\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 contact answered by Lauren, no Angela at this number, no new contact info.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:44-04:00","pds_july":"1","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A00423","temp_intcode_for_auto_old_int_code":"08","pds_august":"1","phone_2":"5198601022","pds_september":"1","last_infoline_date_type":"2020-06-10","last_act_type":"2020-06-10","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"ahilarion@coilplus.ca","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called Coil Plus Canada and was transferred to an operator named Lauren. The agent asked for Angela, but Lauren informed that Angela does not work there and no new contact information was available. The call ended politely with no further action.","aitm_callsummarytitle":"Contact Not Found at Number","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_54e920ca796fd59a48f1523e7fe","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_54e920ca796fd59a48f1523e7fe","mini_nps":"3","onesentencenotrenewed":"No Angela works at this number and no new contact information was available.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"08","astotherreasonsnottorenew":"Contact not found at this number.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34884","email":"steph_dac91@hotmail.com","first_name":"Stephanie","last_name":"Duran","phone":"5143978935","orgname":"Bixi Montr\u00e9al","customer_acct_name":"Bixi Montr\u00e9al","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"full_name":"Stephanie Duran","members_type":"CORP","organization_id":"259499","coidnewmbrdate":"2025-02-25","city_1":"Montr\u00e9al","province":"QC","language":"French","lead_status":"Lapsed Member","time_zone":"2","area_code":"514","phone_2":"5148057460","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"347406","paid_thru":"2026-01-31","last_infoline_date_type":"2025-08-29","last_act_type":"2026-05-02","company_paid_thru":"2026-01-31","pcl_status":"F","pcl_completion_date":"2025-06-04","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"L25O05327","temp_do_id_for_auto_old_do_id":"L25O05327","npi_email_temp":"steph_dac91@hotmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-03","old_do_id":"LB2507340","pcl_completion_date_5":"2030-06-04","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","corp_cancel_date":"2026-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33908","email":"jo-anne.boivin@videotron.ca","first_name":"Jo-Anne","last_name":"Boivin","phone":"4504372315","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"246411","full_name":"Jo-Anne Boivin","do_id":"L25A00861","language":"English","canceldate":"2024-02-03","time_zone":"2","area_code":"450","members_type":"AST","new_member_date_2":"2021-12-06","lead_status":"Refused","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Refused Lapsed","province":"QC","intcode":"21","blocnote":"june 3 2025 she just want to renew her membership ( sent renewal docs)","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T18:18:00-04:00","onesentencenotrenewed":"there is no reason I didnt renew. I want to renew but didn`t know the process.","pds_july":"1","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A00861","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"5147214407","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":"jo-anne.boivin@videotron.ca","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"34298","email":"jmurray@truenorthimaging.com","first_name":"Janet","last_name":"Murray","phone":"9057071777","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"189376","full_name":"Janet Murray","do_id":"L25A00699","language":"English","canceldate":"2021-12-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2011-10-18","lead_status":"Refused","no_email_solicitation":"False","pds_march":"5","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"21","blocnote":"05 June 2025 she doesn't work there","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T14:48:00-04:00","old_int_code":"12","pds_july":"5","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25A00699","temp_intcode_for_auto_old_int_code":"21","pds_august":"5","phone_2":"9055350089","pds_september":"5","last_infoline_date_type":"2021-09-24","last_act_type":"2021-09-24","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"jmurray@truenorthimaging.com","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"30623","email":"imogene512@hotmail.com","first_name":"St\u00e9phanie","last_name":"Leboeuf","phone":"4503735888","orgname":"Les Gicleurs du Sud-Ouest","customer_acct_name":"Les Gicleurs du Sud-Ouest","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"291061","full_name":"St\u00e9phanie Leboeuf","members_type":"CAND","do_id":"L25C00178","city_1":"Salaberry-de-Valleyfield","province":"QC","language":"French","phone_2":"4503703545","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2021-01-20","area_code":"450","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":"L25C00178","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-01-25","last_act_type":"2024-01-25","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"imogene512@hotmail.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"33931","email":"maria.ferreira@plzcorp.com","first_name":"Maria","last_name":"Ferreira","phone":"9056696184","orgname":"PLZ Corp.","customer_acct_name":"PLZ Corp.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"169545","full_name":"Maria Ferreira","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"905","extension_phone_1":"32129","members_type":"AST","new_member_date_2":"2023-10-19","lead_status":"Refused","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"01","blocnote":"June 3 2025 call went to the fax\r\nAug 21 2025 went to fax\r\nLN Nov 19 2025 fax\n2026 May 08 no answer from contact, call ended without conversation.\n2026 May 08 contact no longer doing payroll, declined to answer questions","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:28-04:00","pds_july":"2","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A00362","temp_intcode_for_auto_old_int_code":"01","pds_august":"2","phone_2":"4169886290","pds_september":"2","last_infoline_date_type":"2023-12-14","last_act_type":"2023-12-14","number_of_passed_courses":"0","pds_october":"2","old_int_code":"05","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"maria.ferreira@plzcorp.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called Maria to discuss her lapsed Associate membership with the National Payroll Institute. Maria informed the agent that she is no longer working in payroll and declined to answer any questions. The call ended shortly after without further discussion.","aitm_callsummarytitle":"Membership Lapsed - No Longer in Payroll","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No longer working in payroll, so not interested in renewing.","initialvalue":"Other","othermemberbenefit":"No information provided.","astotherreasonsnottorenew":"No contact was made to determine reason.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_ca41f6eb5f35e2d722147f2a174","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ca41f6eb5f35e2d722147f2a174","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00362","number_of_calls_reached":"1"}},"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, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"320722","full_name":"Mateen Syed","do_id":"","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":"2024-07-02","company_paid_thru":"2026-12-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mateen.syed@adp.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25A01343","company_status":"A"}},"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":"2026-12-02","last_act_type":"2026-12-02","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","old_do_id":"L25O00457","npi_email_temp":"jela.vuksan@shaw.ca","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34211","email":"gail.quigg@nanaimoacl.org","first_name":"A.","last_name":"Quigg","phone":"2507410224","orgname":"Nanaimo Association for Community Living","customer_acct_name":"Nanaimo Association for Community Living","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"267632","full_name":"A. Gail Quigg","do_id":"L25A00950","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"250","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":"BC","intcode":"15","blocnote":"04 June 2025 VM\r\nLN \/ 15 September 2025 Survey completed\n2026 May 08 contact reached Sarah at NACL; A. Quigg not available; callback scheduled for May 11 08:30.\n2026 May 11 reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 contact reached Gail Quigg at Nanaimo Association for Community Living, call started about lapsed membership","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:08:28-04:00","paid_thru":"2024-04-30","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":"no time","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":"she wanted in class but it was during Covid but then sje found out she had no time","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Strong","temp_do_id_for_auto_old_do_id":"L25A00950","temp_intcode_for_auto_old_int_code":"15","phone_2":"2508160088","last_infoline_date_type":"2024-01-03","last_act_type":"2024-01-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gail.quigg@nanaimoacl.org","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-13T14:08:28-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_call_back_date_and_time":"2026-05-11T08:30:00-04:00","npi_call_back_time_hour":"08","npi_call_back_time_minute":"30","npi_transcriptsummary":"The agent successfully reached Gail Quigg at the Nanaimo Association for Community Living and introduced the purpose of the call regarding the lapsed Associate membership with the National Payroll Institute. The call was connected smoothly through the organization's phone system and the agent began the membership renewal conversation.","aitm_callsummarytitle":"Successful connection and membership renewal introduction","onesentencenotrenewed":"Contact was not available and requested a callback.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"06","astotherreasonsnottorenew":"Contact was not available to discuss renewal; callback scheduled.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3b06633ade68b64b410b05817d4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3b06633ade68b64b410b05817d4","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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":"0","blocnote":"18 aout 2025 demande a \u00eatre rappeler en pm\n2026 May 08 contact informed Latifa retired and no contact info available","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:59-04:00","temp_do_id_for_auto_old_do_id":"L25A01095","temp_intcode_for_auto_old_int_code":"08","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","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:59-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Latifa but was informed by the respondent that Latifa no longer works there and has retired. The respondent did not have any new contact information for Latifa, and the call ended shortly after.","aitm_callsummarytitle":"Contact informed Latifa retired, no contact info","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Latifa retired and no longer works there, no contact information available.","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a9e2deda02f9ea0a3ad590e81cf","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a9e2deda02f9ea0a3ad590e81cf","number_of_calls_reached":"1","phone_2":"6133634853"}},"seriesid":"163"}
{"contact":{"id":"34479","email":"arun.tomar@gmail.com","first_name":"Arun","last_name":"Tomar","phone":"6474561091","orgname":"Emergent Consulting Inc.","customer_acct_name":"Emergent Consulting Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"218575","full_name":"Arun Tomar, Founder","do_id":"L25A00742","language":"English","canceldate":"2021-06-02","time_zone":"2","area_code":"647","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":"ON","intcode":"15","blocnote":"june 6 2025 vm\r\nLN \/ 23 September 2025 Survey completed\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached a gatekeeper, no conversation with Arun\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made.\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call ended after user put agent on hold, no conversation\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call initiated but ended early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:11:59-04:00","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A00742","temp_intcode_for_auto_old_int_code":"15","phone_2":"6474561091","sendapplicationform":"2025-09-23T14:31:00-04:00","last_act_type":"2020-04-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"arun.tomar@gmail.com","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-19T11:27:10-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"10","npi_transcriptsummary":"The agent Ellen called Arun Tomar on behalf of the National Payroll Institute to discuss their membership experience, but the call ended shortly after the initial greeting without further conversation.","aitm_callsummarytitle":"Initial Contact Attempt with Arun Tomar","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a99a1a8282022196f34b5619ef7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a99a1a8282022196f34b5619ef7","old_int_code":"06","onesentencenotrenewed":"No conversation occurred as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine other benefits.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","number_of_calls_reached":"2"}},"seriesid":"163"}
{"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":"260522 Lapsed DEL","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":"","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":"2026-11-02","last_act_type":"2026-11-02","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","latest_paid_thru":"2026-08-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P00368","company_status":"A"}},"seriesid":"163"}
{"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":"2021-05-03","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","latest_paid_thru":"2022-02-28"}},"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":"03","blocnote":"18 aout 2025 ne conaissent pas cet personne\n2026 May 08 call to Universit\u00e9 Laval to reach Fr\u00e9d\u00e9rique Garant, transferred to another office, no direct contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:56-04:00","temp_do_id_for_auto_old_do_id":"L25A00348","temp_intcode_for_auto_old_int_code":"03","pds_august":"1","phone_2":"5819888527","pds_september":"1","last_infoline_date_type":"2022-03-06","last_conf_date_type":"2019-05-08","last_act_type":"2022-03-06","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","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:55-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Fr\u00e9d\u00e9rique Garant at Universit\u00e9 Laval but was unable to speak with them directly. The agent was transferred to another office for further assistance. The call ended after the transfer was arranged.","aitm_callsummarytitle":"Unable to reach Fr\u00e9d\u00e9rique Garant, transferred call","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"16","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c8e2f55219f0598cecbbfa9c571","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c8e2f55219f0598cecbbfa9c571","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34829","email":"stroudy77@hotmail.com","first_name":"Kari","last_name":"Stroud","phone":"9057462725","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"349027","full_name":"Kari Stroud","members_type":"CAND","lead_status":"Lapsed Member","city_1":"Caledonia","province":"ON","language":"English","time_zone":"2","area_code":"905","phone_2":"9057462725","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-03-31","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C07976","last_act_type":"2025-04-17","do_id":"L25C07976","old_do_id":"L25C00671","pipeline_2_members_only_ast":"","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"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":"stroudy77@hotmail.com","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31"}},"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, TMAI","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":"02","blocnote":"June 4 2025 line busy\r\nAug 28 2025 line busy\n2026-05-08 invalid phone destination, phone: +14168635655\n2026 May 08 voicemail reached, no human answer\n2026-05-11 invalid phone destination, phone: +14168635655\n2026 May 11 call reached voicemail, no human interaction\n2026-05-13 invalid phone destination, phone: +14168635655\n2026 May 13 contact interested in renewing soon, email sent with application form - NPI# 34086","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:26-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A00649","temp_intcode_for_auto_old_int_code":"02","phone_2":"2892216336","last_infoline_date_type":"2025-10-06","last_act_type":"2025-10-06","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","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-13T13:23:22-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_voicemaildetection":"No","usersentiment":"Positive","old_int_code":"08","retell_call_status":"ended","session_id":"call_6365ea6e101dc3f51eaaf77017a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6365ea6e101dc3f51eaaf77017a","npi_transcriptsummary":"The agent contacted Kaveh Moradi regarding his lapsed Associate membership with the National Payroll Institute. Kaveh expressed interest in renewing in the near future, and the agent sent an email with the membership application form. The call concluded positively with all survey questions asked and answered.","aitm_callsummarytitle":"Membership Renewal Interest Confirmed","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","notrenewedwanttorenew":"Yes","sendapplicationform":"2026-05-13T13:38:00-04:00","mini_nps":"3","initialvalue":"Designation","age_range":"31-45","number_of_calls_reached":"1"}},"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, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","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":"May 4 2026 completed with renewal ( sent email for both renewal and webinars)\r\nMay 29 2026 vm","intcode":"02","dhmsfin_telemarketing_last_contacted_date":"2026-05-29T12:25:00-04:00","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":"02","last_infoline_date_type":"2026-10-04","last_act_type":"2026-10-04","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":"N\/A","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","latest_paid_thru":"2026-03-31","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-04T13:48:00-04:00","sendapxapplicationform":"2026-05-04T13:48:00-04:00"}},"seriesid":"163"}
{"contact":{"id":"34039","email":"krystel.boyer@gmail.com","first_name":"Krystel","last_name":"Boyer","phone":"4506591795","orgname":"Krystel Boyer CPA Inc.","customer_acct_name":"Krystel Boyer CPA Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"255852","full_name":"Krystel Boyer","do_id":"L25A00899","language":"French","canceldate":"2022-11-02","time_zone":"2","area_code":"450","members_type":"AST","new_member_date_2":"2017-09-08","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"1","paid_thru":"2022-08-31","intcode":"15","blocnote":"18 aout 2025 bv\n2026 May 08 call attempted to reach Krystel but responses were inaudible; call ended without clear resolution.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:34-04:00","temp_do_id_for_auto_old_do_id":"L25A00899","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","pds_september":"1","last_infoline_date_type":"2022-06-16","last_act_type":"2022-06-16","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"krystel.boyer@gmail.com","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:34-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Krystel multiple times but was met with inaudible responses. The call ended with the agent thanking the contact and closing the conversation.","aitm_callsummarytitle":"Unsuccessful call due to inaudible responses","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not provide clear responses and the call was inconclusive.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"6","astotherreasonsnottorenew":"Inaudible responses prevented understanding the reason for non-renewal.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cf30d34ec5a9c11920637e05706","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cf30d34ec5a9c11920637e05706"}},"seriesid":"163"}
{"contact":{"id":"35230","email":"kaurjas1095@gmail.com","first_name":"Jaspreet","last_name":"Kaur","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jaspreet Kaur","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"365","members_type":"CAND","do_id":"L25C02445","new_member_date_2":"2022-05-18","phone_2":"3658892521","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313159","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02445","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-18","pcl_status":"P","pcl_completion_date":"2022-07-24","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kaurjas1095@gmail.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"34145","email":"missistahair@gmail.com","first_name":"Marsha","last_name":"Hylton","phone":"4162499626","orgname":"SMWIA Local Union No. 285 Traing Centre","customer_acct_name":"SMWIA Local Union No. 285 Traing Centre","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"165337","full_name":"Marsha Hylton","do_id":"L25A00663","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2016-04-13","lead_status":"Refused","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","cpa_certification":"PCP","intcode":"21","blocnote":"June 4 2025 vm\r\nSept 3 2025 partial survey. She said had to take a call but before that she said she did not have enough funds to continue membership that is why she cancelled it and also she did not understand how to keep up her accreditation She would like only to be contacted on cell phone number 6472187266","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T17:38:00-04:00","paid_thru":"2024-03-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A00663","temp_intcode_for_auto_old_int_code":"21","phone_2":"6472187266","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-08-17","pf1_status":"P","pf1_completion_date":"2011-08-09","pf2_status":"P","pf2_completion_date":"2016-08-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-04-06","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"missistahair@gmail.com","pcl_completion_date_5":"2015-08-17","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"30430","email":"lindsaysyrjanen@gmail.com","first_name":"Lindsay","last_name":"Syrjanen","phone":"6048265391","orgname":"J Bond & Sons Ltd Dba JBS Equipment","customer_acct_name":"J Bond & Sons Ltd Dba JBS Equipment","tags":"DELETE, 250217 Lapsed, NPIdealed, 250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"293757","full_name":"Lindsay Syrjanen, PCP","members_type":"CORP","city_1":"Mission","province":"BC","language":"English","phone_2":"6048552254","lead_status":"Renewed Lapsed","new_member_date_2":"2023-08-02","coidnewmbrdate":"2025-02-11","origin":"Lapsed Members","found":"DO4 Email","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-05-28","area_code":"604","time_zone":"5","extension_phone_1":"224","organization_id":"347383","canceldate":"2025-02-12","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2506114","last_conf_date_type":"2024-06-19","last_act_type":"2025-12-02","company_paid_thru":"2027-01-31","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","pf2_completion_date":"2024-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-06-13","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506114","old_do_id":"L25P00071","npi_email_temp":"lindsaysyrjanen@gmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"9249","email":"sree@excellentbookkeeping.ca","first_name":"Sreedhar","last_name":"Konampilakkal","phone":"5197631466","orgname":"Barco Materials Handling Limited","customer_acct_name":"Barco Materials Handling Limited","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"full_name":"Sreedhar Konampilakkal","language":"English","origin":"Lapsed Spring 2024","domain_1":"excellentbookkeeping.ca","individual_id":"221602","area_code":"519","region":"CDN","lead_status":"Refused","old_do_id":"L25A02186","time_zone":"2","province":"ON","members_type":"AST","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"01","blocnote":"12 March 2025 VM\r\n25 March 2025 No one by that name\n2026-05-08 invalid phone destination, phone: +15197631466\n2026 May 08 contact declined to renew citing insufficient use of membership benefits","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:48-04:00","canceldate":"2024-02-03","new_member_date_2":"2013-12-20","no_email_solicitation":"FALSE","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A02186","old_int_code":"08","temp_intcode_for_auto_old_int_code":"01","phone_2":"6479947602","last_infoline_date_type":"2020-10-11","last_act_type":"2022-11-24","pcl_status":"P","pcl_completion_date":"2014-04-23","pf1_status":"P","pf1_completion_date":"2015-04-20","pf2_status":"P","pf2_completion_date":"2019-08-19","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"sree@excellentbookkeeping.ca","pcl_completion_date_5":"2019-04-23","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:21:44-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5f1aaa692e138053deb14e66ee8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5f1aaa692e138053deb14e66ee8","npi_transcriptsummary":"The agent contacted Sreedhar to discuss his lapsed Associate membership with the National Payroll Institute. Sreedhar expressed satisfaction with the membership but declined to renew, citing insufficient use of the membership benefits. The agent provided additional information about resources but Sreedhar remained firm in his decision not to renew.","aitm_callsummarytitle":"Membership Renewal Declined","notrenewedwanttorenew":"No","mini_nps":"5","onesentencenotrenewed":"Did not use the membership enough or payroll wasn't complex enough.","initialvalue":"Designation","age_range":"46-60","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes"}},"seriesid":"163"}
{"contact":{"id":"9074","email":"me_sundas@hotmail.com","first_name":"Sundas","last_name":"Moeen","phone":"9059752447","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":"LB2503303","full_name":"Sundas Moeen","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-08-03","individual_id":"301062","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000543","members_type":"CAND","province":"ON","area_code":"905","time_zone":"2","phone_2":"9059752447","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-03-17T17:51:00-04:00","onesentencenotrenewed":"She changed her field","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"11 March 2025 She changed her field","canceldate":"2022-08-03","paid_thru":"2022-05-31","new_member_date_2":"2021-06-02","temp_do_id_for_auto_old_do_id":"LB2503303","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-02-06","pcl_status":"F","pcl_completion_date":"2021-08-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"me_sundas@hotmail.com","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31"}},"seriesid":"163"}
{"contact":{"id":"34186","email":"st@financialsprocurement.com","first_name":"Sita","last_name":"Taylor","phone":"4034626872","orgname":"Financials Procurement Ltd","customer_acct_name":"Financials Procurement Ltd","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"310318","full_name":"Sita Taylor","language":"English","canceldate":"2023-04-04","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2022-02-18","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"01","blocnote":"04 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 contact declined renewal due to business not working out, rated satisfaction 3","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:45-04:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A01172","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2022-04-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"st@financialsprocurement.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted Sita regarding her lapsed Associate membership with the National Payroll Institute and conducted a survey about her membership experience. Sita indicated her initial reason for joining was to gain a payroll designation and rated her satisfaction as a 3. She declined to renew her membership today, citing that her business did not work out and she is no longer processing payroll.","aitm_callsummarytitle":"Membership Renewal Declined Due to Business Closure","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"My business didn't work, so I could not have payroll tasks.","initialvalue":"Designation","age_range":"61+","old_int_code":"6","npi_voicemaildetection":"No","pipeline_2_members_only_ast":"","ivrdetector":"No","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d9c3ae7c151f84f628e38260c2e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d9c3ae7c151f84f628e38260c2e","old_do_id":"L25A01172","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"9114","email":"sohaila.moh10@gmail.com","first_name":"Sohaila","last_name":"Saeed","phone":"8886932255","orgname":"Association for New Canadians","customer_acct_name":"Association for New Canadians","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Sohaila Saeed","language":"English","origin":"Lapsed Spring 2024","individual_id":"317098","region":"CDN","lead_status":"Refused","old_do_id":"L25C06587","members_type":"CAND","province":"NL","area_code":"709","time_zone":"1","phone_2":"7093276932","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-12-02","intcode":"21","blocnote":"Aug 12 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T15:25:00-04:00","paid_thru":"2023-09-30","old_int_code":"12","new_member_date_2":"2022-09-29","temp_do_id_for_auto_old_do_id":"LB2507275","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":"2022-11-21","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507275","npi_email_temp":"sohaila.moh10@gmail.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"34412","email":"amy.magnanti@gmail.com","first_name":"Amy","last_name":"Magnanti","phone":"2146755451","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"283539","full_name":"Amy Magnanti","do_id":"L25A01007","language":"English","canceldate":"2021-02-02","time_zone":"3","area_code":"214","members_type":"AST","new_member_date_2":"2019-12-05","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"TX","blocnote":"05 June 2025 Completed\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no human answer\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no conversation\n2026 May 13 call reached voicemail, no message left\n2026 May 15 call reached voicemail, no message left\n2026 May 15 call reached voicemail, no message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:39-04:00","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":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"No time","mini_nps":"3","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","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A01007","temp_intcode_for_auto_old_int_code":"06","phone_2":"2146755451","last_infoline_date_type":"2020-07-15","last_act_type":"2020-07-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amy.magnanti@gmail.com","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail, where the user was informed that no message could be left.","aitm_callsummarytitle":"Voicemail reached, no message left","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"1","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e01413159a3cafa9d258e9f1bd5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e01413159a3cafa9d258e9f1bd5"}},"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":"2026-10-02","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","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","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"33984","email":"janice.vital@gmail.com","first_name":"Janice","last_name":"Peltier","phone":"9055718519","orgname":"McMaster University","customer_acct_name":"McMaster University","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"251877","full_name":"Janice Peltier","do_id":"L25A00883","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2017-04-06","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"15","blocnote":"June 3 2025 number not in service\n2026-05-08 invalid phone destination, phone: +19055718519\n2026 May 08 brief call with Janice, introduced membership lapse but no further discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:04-04:00","old_int_code":"08","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00883","temp_intcode_for_auto_old_int_code":"15","phone_2":"9055178519","last_act_type":"2022-02-02","pcl_status":"P","pcl_completion_date":"2017-07-30","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":"2018-06-05","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"janice.vital@gmail.com","pcl_completion_date_5":"2022-07-30","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_11d6ce8b52014de365c0e5810a8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_11d6ce8b52014de365c0e5810a8","npi_transcriptsummary":"The agent reached Janice and introduced themselves, mentioning the lapsed Associate membership and intent to ask questions about the membership experience. However, the call was very brief and ended shortly after without further conversation or questions asked.","aitm_callsummarytitle":"Brief call with Janice about lapsed membership","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2021-10-31"}},"seriesid":"163"}
{"contact":{"id":"34379","email":"windshome@live.com","first_name":"Sandra","last_name":"Bergstrom","phone":"2503343042","orgname":"Ecofish Research Ltd.","customer_acct_name":"Ecofish Research Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"235316","full_name":"Sandra Bergstrom","do_id":"L25A00468","language":"English","canceldate":"2022-06-02","time_zone":"5","area_code":"250","extension_phone_1":"106","members_type":"AST","new_member_date_2":"2015-06-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"4","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"16","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 She doesn't work there anymore - retired\n2026 May 08 contact informed Sandra Bergstrom retired and no new contact info available","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","pds_july":"4","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25A00468","temp_intcode_for_auto_old_int_code":"16","pds_august":"4","phone_2":"2507033810","old_int_code":"08","pds_september":"4","last_infoline_date_type":"2021-07-10","last_act_type":"2022-05-27","pcl_status":"F","pcl_completion_date":"2015-12-07","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"windshome@live.com","pcl_completion_date_5":"2020-12-07","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Sandra Bergstrom at Trinity Consultants Canada but was informed by a representative that Sandra no longer works there and has retired. The agent ended the call after confirming no new contact information was available.","aitm_callsummarytitle":"Contact retired, no new info available","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact informed that Sandra Bergstrom retired and no longer works at the company.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact retired and is no longer reachable at this number.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_60a51f22e5bf69340cb23148d52","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_60a51f22e5bf69340cb23148d52","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33659","email":"edwijo02@gmail.com","first_name":"Peace","last_name":"Edwige","phone":"5144730402","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"322027","full_name":"Peace Edwige","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-02-22","city_1":"Mirabel","time_zone":"2","province":"QC","language":"English","phone_2":"5144730402","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00619","last_infoline_date_type":"2024-04-03","last_act_type":"2024-04-03","pcl_status":"P","pcl_completion_date":"2023-06-28","pf1_status":"P","pf1_completion_date":"2024-05-28","pf2_status":"P","pf2_completion_date":"2024-09-10","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Dec 5 2025 not available French ?","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T11:59:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"07","npi_email_temp":"edwijo02@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00619","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"35009","email":"sidhra.fareed@gmail.com","first_name":"Sidhra","last_name":"Fareed","phone":"6472976147","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sidhra Fareed","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02675","new_member_date_2":"2022-09-06","phone_2":"6472976147","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314777","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C02675","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-11-05","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"F","pf1_completion_date":"2023-08-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sidhra.fareed@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"33622","email":"kristenmf21@gmail.com","first_name":"Kristen","last_name":"Francis","phone":"5192845185","orgname":"Veterinary Purchasing Co. LTD.","customer_acct_name":"Veterinary Purchasing Co. LTD.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321367","full_name":"Kristen Francis, CHRP","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-02-03","city_1":"London","time_zone":"2","province":"ON","language":"English","phone_2":"5197198799","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","intcode":"21","blocnote":"LNC Nov 4 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 17 2025 vm","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T11:53:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00582","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","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":"31 to 45 years","selfpayrollproficiency":"Basic","old_int_code":"06","last_act_type":"2024-02-15","pcl_status":"P","pcl_completion_date":"2023-06-28","pf1_status":"P","pf1_completion_date":"2024-02-05","pf2_status":"P","pf2_completion_date":"2024-06-12","number_of_passed_courses":"3","onesentencenotrenewed":"CAND reached 3 years limit for renewal","trc":"True","wera":"False","npi_email_temp":"kristenmf21@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00582","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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":{"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","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"30259","email":"setaapo@gmail.com","first_name":"Seta","last_name":"Alshukry","phone":"6475459422","orgname":"","customer_acct_name":"","tags":"250205 AST Members, Exclusion List 250404, fixDhms, npiAlert12, 250904 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"old_do_id":"LB2507145","full_name":"Seta Alshukry","members_type":"CAND","city_1":"Maple","province":"ON","language":"English","phone_2":"6475459422","lead_status":"Lapsed Member","zerobounce_reason":"invalid does_not_accept_mail","pipeline_2_members_only_ast":"","new_member_date_2":"2024-12-13","time_zone":"2","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","blocnote":"Nov 14 2025 completed with renewal ( note that she still didnt find any job in payroll)","intcode":"06","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"336036","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T11:55:00-05:00","cert_status":"PENDING","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2025-11-30","temp_do_id_for_auto_old_do_id":"L25C08593","temp_intcode_for_auto_old_int_code":"6","cpa_certification":"PCP","last_act_type":"2024-12-20","telemarketing_call_date":"2025-05-28","pcl_status":"P","pcl_completion_date":"2024-05-28","pf1_status":"P","pf1_completion_date":"2024-06-12","pf2_status":"P","pf2_completion_date":"2024-09-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-13","number_of_passed_courses":"4","onesentencenotrenewed":"","sendpreexpirationemail":"2025-11-14T11:53:00-05:00","mini_nps":"5","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","othermemberbenefit":"","sendapplicationform":"2025-11-14T11:53:00-05:00","trc":"True","wera":"True","do_id":"L25C08593","date_of_renewal_identification":"","npi_email_temp":"setaapo@gmail.com","canceldate":"2026-02-03","pcl_completion_date_5":"2029-05-28","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"34674","email":"anna.mattacchione@adp.com","first_name":"Anna-Lucia","last_name":"Mattacchione","phone":"8779590026","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"36652","full_name":"Anna-Lucia Mattacchione","do_id":"","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"877","members_type":"CORP","new_member_date_2":"2020-05-08","lead_status":"Partner","no_email_solicitation":"False","pds_march":"7","pipeline_1_lapsed_members":"","province":"ON","organization_id":"8176","pipeline_2_members_only_ast":"","intcode":"16","blocnote":"10 June 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-06-10T19:03:00-04:00","old_int_code":"8","pds_july":"7","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25A00538","temp_intcode_for_auto_old_int_code":"16","pds_august":"7","phone_2":"4169952572","pds_september":"7","last_infoline_date_type":"2022-11-08","last_act_type":"2024-09-30","company_paid_thru":"2026-12-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-12-18","number_of_passed_courses":"1","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"anna.mattacchione@adp.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25A00538","company_status":"A"}},"seriesid":"163"}
{"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, TMAI","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\n2026 May 08 voicemail reached, no human answer\n2026 May 08 call reached voicemail, no contact with Janis\n2026 May 11 call reached voicemail, no contact with Janis\n2026 May 11 call reached voicemail, no message left\n2026 May 13 call reached voicemail\n2026 May 13 reached voicemail, no human contact\n2026 May 15 voicemail reached for Janice Melrose at Dasco Filtration Group\n2026 May 15 call reached voicemail, no human answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","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":"2019-08-03","last_act_type":"2020-02-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jmelrose@filtrationgroup.com","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail.","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","session_id":"call_36031570e7883c5b4a55dcdc2bf","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_36031570e7883c5b4a55dcdc2bf"}},"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","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"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":"260522 Lapsed DEL","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":"LB2504900","old_int_code":"6","pds_september":"8","last_infoline_date_type":"2026-04-29","last_act_type":"2026-04-29","company_paid_thru":"2027-05-31","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","npi_email_temp":"dbayard@videotron.ca","pcl_completion_date_5":"2013-05-20","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","do_id":"","company_status":"A"}},"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":"2023-10-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"anson250@gmail.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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":"2024-10-06","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"33850","email":"hwangsl@me.com","first_name":"Henry","last_name":"Wong","phone":"6046627868","orgname":"Wong's Accounting","customer_acct_name":"Wong's Accounting","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"243696","full_name":"Henry Wong","do_id":"L25A01348","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2016-06-01","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"15","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no answer\n2026 May 11 call disconnected due to inactivity with no user response.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:47-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A01348","temp_intcode_for_auto_old_int_code":"15","phone_2":"6046627868","last_act_type":"2023-04-17","pcl_status":"P","pcl_completion_date":"2019-03-18","pf1_status":"P","pf1_completion_date":"2018-09-17","pf2_status":"P","pf2_completion_date":"2018-12-09","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"hwangsl@me.com","pcl_completion_date_5":"2024-03-18","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-11T13:06:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The call was very brief and disconnected due to inactivity without any meaningful conversation or questions from the user.","aitm_callsummarytitle":"Call disconnected due to inactivity","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2417cb93010c463b1293bbe0310","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2417cb93010c463b1293bbe0310","onesentencenotrenewed":"No interaction or renewal intent expressed due to call disconnection.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"6","astotherreasonsnottorenew":"No response from contact; call disconnected due to inactivity.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34784","email":"tiggerdg@msn.com","first_name":"Denise","last_name":"Gauthier-Reidy","phone":"9732455737","orgname":"BASF","customer_acct_name":"BASF","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"90003","full_name":"Denise Gauthier-Reidy","do_id":"L25A00575","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"973","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":"NJ","intcode":"06","blocnote":"June 11 2025 no answer\r\nSept 3 2025 no answer\n2026 May 08 call reached voicemail\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 Dial no answer, phone: +19732455737\n2026 May 13 call reached voicemail, no contact made\n2026-05-15 Dial no answer, phone: +19732455737\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A00575","temp_intcode_for_auto_old_int_code":"06","phone_2":"7325668962","last_infoline_date_type":"2022-03-18","last_act_type":"2023-10-31","pcl_status":"F","pcl_completion_date":"2006-12-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tiggerdg@msn.com","pcl_completion_date_5":"2011-12-12","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:46-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_63758d4b5dee344527595d28d8f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_63758d4b5dee344527595d28d8f","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","aitm_callsummarytitle":"Voicemail reached, no answer","notrenewedwanttorenew":"No","ivrdetector":"No","old_int_code":"05","callsequence":"Not reached","human_or_not":"No","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"34315","email":"lgonzalez@oakdalegolf.com","first_name":"Laura","last_name":"Gonzalez","phone":"4162453500","orgname":"Oakdale Golf & Country Club","customer_acct_name":"Oakdale Golf & Country Club","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"141011","full_name":"Laura Gonzalez","do_id":"L25A00453","language":"English","canceldate":"2021-07-03","time_zone":"2","area_code":"416","extension_phone_1":"254","members_type":"AST","new_member_date_2":"2013-05-06","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"ext 285 \r\njune 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 call reached gatekeeper, no renewal discussion, call ended without contact with Laura Gonzalez.\n2026 May 11 contact identified call as automated and ended conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:45-04:00","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A00453","temp_intcode_for_auto_old_int_code":"15","phone_2":"4166623414","last_infoline_date_type":"2020-05-29","last_act_type":"2020-05-29","pcl_status":"P","pcl_completion_date":"2018-01-21","pf1_status":"P","pf1_completion_date":"2018-05-06","pf2_status":"F","pf2_completion_date":"2019-12-16","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"lgonzalez@oakdalegolf.com","pcl_completion_date_5":"2023-01-21","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent attempted to reach Laura Gonzalez regarding her lapsed National Payroll Institute membership. After confirming identity, Laura stated the call was automated, and the agent ended the call politely.","aitm_callsummarytitle":"Call ended after automation notice","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact identified the call as automated and did not engage further.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"03","astotherreasonsnottorenew":"Contact did not engage due to perceiving the call as automated.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6a4c36d6360a7962642579d7767","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6a4c36d6360a7962642579d7767","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"34511","email":"fstpierre@transkid.com","first_name":"Fr\u00e9d\u00e9ric","last_name":"St-Pierre","phone":"4186510007","orgname":"Entreprises Transkid","customer_acct_name":"Entreprises Transkid","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"323763","full_name":"Fr\u00e9d\u00e9ric St-Pierre","do_id":"L25A00499","language":"French","canceldate":"2024-06-04","time_zone":"2","area_code":"418","extension_phone_1":"1103","members_type":"AST","new_member_date_2":"2023-04-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-03-31","intcode":"15","blocnote":"LN.15 sept 2025 bv\n2026 May 08 call lasted 27 seconds, no meaningful interaction.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:02-04:00","temp_do_id_for_auto_old_do_id":"L25A00499","temp_intcode_for_auto_old_int_code":"15","phone_2":"4184547911","last_act_type":"2023-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fstpierre@transkid.com","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:02-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and ended shortly after the user said 'Merci.' No meaningful conversation or task completion occurred.","aitm_callsummarytitle":"Brief call with no interaction","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No conversation to determine renewal interest.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"6","astotherreasonsnottorenew":"No reason provided due to short call.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e7cae400364f840ba8adc6bc770","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e7cae400364f840ba8adc6bc770","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33947","email":"trdalal@hotmail.com","first_name":"Trupti","last_name":"Dalal","phone":"9052066888","orgname":"Brisk Mfg Inc","customer_acct_name":"Brisk Mfg Inc","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"298556","full_name":"Trupti Dalal","do_id":"L25A01116","language":"English","canceldate":"2023-04-04","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2021-03-01","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"21","blocnote":"June 3 2025 The receptionist said no one by the name Trupti in the company","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T18:32:00-04:00","old_int_code":"12","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A01116","temp_intcode_for_auto_old_int_code":"21","phone_2":"4164742819","last_infoline_date_type":"2022-07-01","last_act_type":"2022-07-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"trdalal@hotmail.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"34824","email":"renee@fadari.ca","first_name":"Ren\u00e9e","last_name":"Daigneault","phone":"8198433333","orgname":"Ville de Magog","customer_acct_name":"Ville de Magog","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"309784","full_name":"Ren\u00e9e Daigneault","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2022-02-04","city_1":"Magog","province":"QC","language":"French","time_zone":"2","area_code":"819","phone_2":"8196783010","pipeline_1_lapsed_members":"Refused Lapsed","do_id":"L25C00666","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25C00666","temp_intcode_for_auto_old_int_code":"21","extension_phone_1":"398","last_act_type":"2026-05-05","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"renee@fadari.ca","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","last_infoline_date_type":"2026-05-05","corp_cancel_date":"2026-03-25"}},"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":"2019-01-10","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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"303222","full_name":"Nichelle Wilburn","language":"English","canceldate":"2022-09-02","time_zone":"2","area_code":"571","members_type":"AST","new_member_date_2":"2021-07-23","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"MD","intcode":"01","blocnote":"June 4 2025 vm\r\nAug 28 2025 She said she was never a member and not interested\n2026 May 08 contact answered but stated no membership.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","paid_thru":"2022-06-30","old_int_code":"16","temp_do_id_for_auto_old_do_id":"L25A01144","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2022-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:51:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0f3769afb416ebc3f9a5101cdaa","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0f3769afb416ebc3f9a5101cdaa","npi_transcriptsummary":"The agent reached Nichelle and informed her about a lapsed Associate membership, but Nichelle stated she does not have a membership. The call ended shortly after without further resolution.","aitm_callsummarytitle":"Contact denies having membership","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact stated she does not have a membership.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact does not have a membership.","age_range":"Preferred not to say","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","old_do_id":"L25A01144","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35299","email":"mpushka3@gmail.com","first_name":"Marta","last_name":"Pushka","phone":"5197485220","orgname":"The Conestoga College Institute of \rTechnology and Advanced Learning","customer_acct_name":"The Conestoga College Institute of \rTechnology and Advanced Learning","tags":"npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Marta Pushka, PCP","language":"English","canceldate":"2024-05-28","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"CORP","new_member_date_2":"2023-08-24","pds_april":"5","cert_status":"ACTIVE","phone_2":"5198853002","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"160469","organization_id":"65659","pipeline_2_members_only_ast":"","pds_july":"5","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"L25C08560","pds_august":"5","old_do_id":"L25C00702","pds_september":"5","last_act_type":"2026-02-01","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2026-05-28","pcl_status":"P","pcl_completion_date":"2023-12-04","pf1_status":"P","pf1_completion_date":"2024-03-28","pf2_status":"P","pf2_completion_date":"2024-07-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-11-06","number_of_passed_courses":"4","pds_october":"5","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"5","do_id":"L25C08560","intcode":"99","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"mpushka3@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","company_status":"A"}},"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, TMAI","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":"15","blocnote":"02 June 2025 VM\r\n11 September 2025 VM\n2026 May 08 voicemail reached, no human answer\n2026-05-08 Dial no answer, phone: +12048055003\n2026 May 11 contact not available, no message left\n2026 May 13 call disconnected early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T12:06:41-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A00339","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-13T12:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent called to speak with Selene but the call was very brief and ended quickly without any further conversation or task completion.","aitm_callsummarytitle":"Call disconnected early without conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bf096092fc9db3422c13447bac5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bf096092fc9db3422c13447bac5","old_int_code":"03","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"34642","email":"schacher@uleth.ca","first_name":"Zoia","last_name":"Schacher","phone":"4033172874","orgname":"University of Lethbridge","customer_acct_name":"University of Lethbridge","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"30413","full_name":"Zoia Schacher","language":"English","canceldate":"2023-07-11","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2019-05-21","lead_status":"Refused","no_email_solicitation":"False","pds_march":"1","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","cpa_certification":"CPM","intcode":"01","blocnote":"june 9 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 May 08 call reached voicemail, no contact with Elaine Donnelly\n2026 May 08 contact not involved in payroll and not interested in renewing.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","pds_july":"1","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A00530","temp_intcode_for_auto_old_int_code":"01","pds_august":"1","phone_2":"4033829382","pds_september":"1","last_infoline_date_type":"2020-03-04","last_act_type":"2022-04-27","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"schacher@uleth.ca","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:26:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called Zoia to discuss her lapsed Associate membership with the National Payroll Institute. Zoia indicated she is no longer involved in payroll and was not interested in answering further questions. The call ended politely with the agent thanking Zoia for her time.","aitm_callsummarytitle":"Membership lapsed - 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","session_id":"call_b59f787acda90b5bf0f5dd3e9dd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b59f787acda90b5bf0f5dd3e9dd","mini_nps":"3","onesentencenotrenewed":"No longer involved in payroll, so not interested in renewing.","initialvalue":"Other","othermemberbenefit":"No longer involved in payroll.","old_int_code":"6","astotherreasonsnottorenew":"No longer involved in payroll.","age_range":"Preferred not to say","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00530","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33666","email":"taraneh1976@yahoo.com","first_name":"Hamideh","last_name":"Hosseini","phone":"4166845050","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333866","full_name":"Hamideh Hosseini","members_type":"CAND","do_id":"L25C00626","lead_status":"Lapsed Member","city_1":"Thornhill","time_zone":"2","province":"ON","language":"English","phone_2":"4166845050","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00626","last_act_type":"2024-04-18","pcl_status":"F","pcl_completion_date":"2024-04-23","pf1_status":"F","pf1_completion_date":"2024-07-19","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov  26 2025vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:22:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"taraneh1976@yahoo.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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","latest_paid_thru":"2022-11-30","company_paid_thru":"2022-11-30","corp_cancel_date":"2023-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34969","email":"deepamala1401@gmail.com","first_name":"Deepamala","last_name":"Seepersaud","phone":"2845457554","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Deepamala Seepersaud","language":"English","canceldate":"2024-10-02","time_zone":"1","area_code":"284","members_type":"CAND","do_id":"L25C01670","new_member_date_2":"2021-08-13","phone_2":"6472198850","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"303480","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C01670","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-10-31","last_act_type":"2023-11-27","pcl_status":"P","pcl_completion_date":"2023-01-13","pf1_status":"P","pf1_completion_date":"2023-11-27","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"deepamala1401@gmail.com","pcl_completion_date_5":"2028-01-13","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"34865","email":"edalsvaag@okanagan.bc.ca","first_name":"Emma","last_name":"Dalsvaag","phone":"2507625445","orgname":"Okanagan College","customer_acct_name":"Okanagan College","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Emma Dalsvaag","members_type":"CORP","organization_id":"7511","coidnewmbrdate":"1989-10-01","city_1":"Kelowna","province":"BC","language":"English","lead_status":"Renewed Lapsed","time_zone":"5","area_code":"250","phone_2":"2508089496","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"320101","paid_thru":"2026-10-31","last_infoline_date_type":"2026-05-26","last_act_type":"2026-05-26","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2024-03-04","pf1_status":"P","pf1_completion_date":"2024-06-20","pf2_status":"P","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pf2_completion_date":"2025-12-13","do_id":"LB2505042","temp_do_id_for_auto_old_do_id":"LB2505042","npi_email_temp":"edalsvaag@okanagan.bc.ca","cert_status":"ACTIVE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-02-27","pcp_we":"APPROVED","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","cpa_certification":"PCP","company_status":"A"}},"seriesid":"163"}
{"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","ip4":"127.0.0.1","fields":{"individual_id":"334120","full_name":"Tetiana Shcherbaniuk","members_type":"CAND","lead_status":"Renewed Lapsed","new_member_date_2":"2026-04-28","city_1":"St. John's","time_zone":"1","province":"NL","language":"English","phone_2":"7097718040","pipeline_1_lapsed_members":"Renewed lapsed","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":"99","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2025-04-02","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"L25C00657","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-04-28","old_int_code":"01","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":"2026-04-29","trc":"True","wera":"False","npi_email_temp":"tanjashcherbaniuk@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","pf1_status":"E"}},"seriesid":"163"}
{"contact":{"id":"33886","email":"almamaldo2318@hotmail.com","first_name":"Alma","last_name":"Maldonado","phone":"2263763872","orgname":"Emerald Workforce Services Inc.","customer_acct_name":"Emerald Workforce Services Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"108190","full_name":"Alma Maldonado","do_id":"L25A00602","language":"English","canceldate":"2021-03-02","time_zone":"2","area_code":"226","members_type":"AST","new_member_date_2":"2020-01-23","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"06","blocnote":"03 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no message left\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:46-04:00","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A00602","temp_intcode_for_auto_old_int_code":"6","phone_2":"2263763872","last_act_type":"2022-06-27","pcl_status":"F","pcl_completion_date":"2022-08-21","pf1_status":"F","pf1_completion_date":"2020-09-28","pf2_status":"P","pf2_completion_date":"2007-02-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-02-15","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"almamaldo2318@hotmail.com","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","aitm_callsummarytitle":"Voicemail reached, no human answer","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7b244d6485f045a8789106ae02e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7b244d6485f045a8789106ae02e","onesentencenotrenewed":"Call went to voicemail, no interaction with contact."}},"seriesid":"163"}
{"contact":{"id":"34280","email":"jackieg@jgnassociates.com","first_name":"Jackeline","last_name":"Ghisilieri","phone":"9056030001","orgname":"Metrics Accounting Services Ltd","customer_acct_name":"Metrics Accounting Services Ltd","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"188302","full_name":"Jackeline Ghisilieri","do_id":"L25A00695","language":"English","canceldate":"2021-10-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2011-08-15","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":"0","blocnote":"05 June 2025 Number not in service\n2026-05-08 invalid phone destination, phone: +19056030001\n2026-05-08 invalid phone destination, phone: +19056030001","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:02-04:00","old_int_code":"08","pds_july":"1","paid_thru":"2021-07-31","temp_do_id_for_auto_old_do_id":"L25A00695","temp_intcode_for_auto_old_int_code":"08","pds_august":"1","pds_september":"1","last_infoline_date_type":"2023-01-24","last_conf_date_type":"2018-06-27","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-01-04","pf1_status":"P","pf1_completion_date":"2012-06-20","pf2_status":"P","pf2_completion_date":"2013-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-04-04","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"jackieg@jgnassociates.com","pcl_completion_date_5":"2017-01-04","formatted_paid_thru":"31\/07\/2021","latest_paid_thru":"2021-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:25-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_305a4e5aff59f6f82b3aba9db88","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_305a4e5aff59f6f82b3aba9db88"}},"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","latest_paid_thru":"2022-04-30","company_paid_thru":"2022-04-30","corp_cancel_date":"2022-07-05","company_status":"I"}},"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":"260522 Lapsed DEL","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":"2027-06-30","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":"LB2507306","old_int_code":"2","last_infoline_date_type":"2026-07-05","last_act_type":"2026-07-05","company_paid_thru":"2027-06-30","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"srodhan@hotmail.com","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","corp_cancel_date":"2022-09-02","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34681","email":"zezette_7@hotmail.com","first_name":"Isabelle","last_name":"Poulin","phone":"8199436516","orgname":"CTAE","customer_acct_name":"CTAE","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"228998","full_name":"Isabelle Poulin","do_id":"L25A00791","language":"French","canceldate":"2024-11-02","time_zone":"2","area_code":"819","members_type":"AST","new_member_date_2":"2014-09-18","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"6","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"6","paid_thru":"2024-08-31","blocnote":"LN. compl\u00e9ter 15 sept 2025\n2026 May 08 call disconnected early, no clear contact confirmation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:09-04:00","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","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedother":"tomber en invalidit\u00e9 et ne fait plus de paie","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"avait des informations erron\u00e9 pour les m\u00eame questions lors de l'appel a inp","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"invalidite","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Advance","intcode":"15","temp_do_id_for_auto_old_do_id":"L25A00791","temp_intcode_for_auto_old_int_code":"15","pds_august":"6","phone_2":"8199436516","pds_september":"6","last_infoline_date_type":"2023-08-16","last_act_type":"2023-08-25","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"zezette_7@hotmail.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:09-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Isabelle but was unable to get a clear response. The call was very short and ended without completing the conversation or any survey questions.","aitm_callsummarytitle":"Unsuccessful call - no contact confirmation","onesentencenotrenewed":"No clear response from contact, call ended prematurely.","initialvalue":"Other","old_int_code":"1","othermemberbenefit":"No information provided.","astotherreasonsnottorenew":"No clear reason given due to call ending early.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5c7303325c4a9283ecced060a4e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5c7303325c4a9283ecced060a4e","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2023-05-31","company_paid_thru":"2023-05-31","corp_cancel_date":"2023-04-26","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9301","email":"mcleodmalika35@gmail.com","first_name":"Malika","last_name":"Mcleod","phone":"6478582965","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":"Malika Mcleod, HRPA","language":"English","origin":"Lapsed Spring 2024","individual_id":"288142","region":"CDN","lead_status":"Refused","old_do_id":"L25C07983","members_type":"CAND","province":"ON","area_code":"647","time_zone":"2","phone_2":"6478582965","pipeline_1_lapsed_members":"Refused Lapsed","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T15:59:00-05:00","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","engagingstrategiesspecify":"I think live chats would be good. The lead times for responses need to be shorter.","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","blocnote":"LNC \/ 06 November 2025 VM\r\nLNC \/ 09 December 2025 VM","canceldate":"2024-03-02","paid_thru":"2025-10-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","new_member_date_2":"2023-01-05","temp_do_id_for_auto_old_do_id":"L25C07983","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-10-24","last_act_type":"2025-04-30","pcl_status":"P","pcl_completion_date":"2020-08-19","pf1_status":"F","pf1_completion_date":"2021-04-13","pf2_status":"F","pf2_completion_date":"2023-05-07","number_of_passed_courses":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"mcleodmalika35@gmail.com","pcl_completion_date_5":"2025-08-19","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"35249","email":"ninakoffi@hotmail.fr","first_name":"Oba","last_name":"Koffi","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Oba Takua Nina Koffi","language":"French","canceldate":"2023-10-03","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C00947","new_member_date_2":"2019-08-19","phone_2":"5146925279","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"277631","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C00947","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-11-04","last_act_type":"2023-11-04","pcl_status":"P","pcl_completion_date":"2019-12-03","pf1_status":"P","pf1_completion_date":"2020-08-23","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"ninakoffi@hotmail.fr","pcl_completion_date_5":"2024-12-03","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"33978","email":"karinamoreno221@gmail.com","first_name":"Karina","last_name":"Moreno","phone":"5148799002","orgname":"Cavalia Inc.","customer_acct_name":"Cavalia Inc.","tags":"250821 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"259376","full_name":"Karina Moreno","do_id":"L25A00373","language":"French","canceldate":"2024-07-03","time_zone":"2","area_code":"514","extension_phone_1":"3037","members_type":"AST","new_member_date_2":"2023-05-16","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","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:10-04:00","old_int_code":"16","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25A00373","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","phone_2":"5147557008","pds_september":"1","last_act_type":"2023-05-16","pcl_status":"P","pcl_completion_date":"2019-04-07","pf1_status":"P","pf1_completion_date":"2019-08-19","pf2_status":"P","pf2_completion_date":"2020-06-15","number_of_passed_courses":"3","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"karinamoreno221@gmail.com","pcl_completion_date_5":"2024-04-07","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:47-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b9d653075a2e12e4677597c4288","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b9d653075a2e12e4677597c4288","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","blocnote":"2026 May 08 call reached voicemail, no human interaction","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
{"contact":{"id":"34763","email":"jillrlabbe@gmail.com","first_name":"Gillian","last_name":"Labbe","phone":"9057149322","orgname":"Hydac Corporation","customer_acct_name":"Hydac Corporation","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"83204","full_name":"Gillian Labbe","do_id":"L25A00568","language":"English","canceldate":"2021-11-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2004-09-20","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"16","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 No one by that name\n2026 May 08 contact informed Gillian Labbe no longer works there and no new contact info available.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:56-04:00","pds_july":"1","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25A00568","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","old_int_code":"08","pds_september":"1","last_infoline_date_type":"2019-11-26","last_act_type":"2020-07-29","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"jillrlabbe@gmail.com","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:56-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called HIDAC Corporation to reach Gillian Labbe but was informed by the operator that Gillian no longer works there and no new contact information was available. The call ended after this information was provided.","aitm_callsummarytitle":"Contact Not Found - Former Employee","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact no longer works at the company and no new contact information is available.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact no longer works at the company and no new contact information is available.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_491af8a37ea4ca0529d49bc59b4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_491af8a37ea4ca0529d49bc59b4","number_of_calls_reached":"1"}},"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":"2025-12-08","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","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"34284","email":"kmspc@telus.net","first_name":"Kim","last_name":"Snideman","phone":"4036347571","orgname":"Kim M. Snideman Professional Corporation","customer_acct_name":"Kim M. Snideman Professional Corporation","tags":"npiAlert13, AI Contacts sent to TM 2026","ip4":"127.0.0.1","fields":{"individual_id":"188506","full_name":"Kim Snideman, CGA, CPA","do_id":"AST02702","language":"English","canceldate":"2021-10-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2026-01-15","lead_status":"Renewed AST","no_email_solicitation":"False","pipeline_1_lapsed_members":"Renewed lapsed","province":"AB","intcode":"06","blocnote":"May 11 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:37:00-04:00","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"AST02702","temp_intcode_for_auto_old_int_code":"06","phone_2":"4033274330","last_infoline_date_type":"2021-09-03","last_act_type":"2026-01-16","pcl_status":"P","pcl_completion_date":"2011-12-06","pf1_status":"P","pf1_completion_date":"2012-04-26","number_of_passed_courses":"2","trc":"False","wera":"False","date_of_renewal_identification":"2026-01-16","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","old_do_id":"L25A00696","telemarketing_call_date":"2026-05-11","old_int_code":"99","npi_email_temp":"kmspc@telus.net","pcl_completion_date_5":"2016-12-06","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"33971","email":"dpeach62@gmail.com","first_name":"Darlene","last_name":"Peach","phone":"9052274118","orgname":"Thorold Auto Parts & Recycling","customer_acct_name":"Thorold Auto Parts & Recycling","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"126434","full_name":"Darlene Peach","do_id":"L25A00622","language":"English","canceldate":"2021-03-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2008-01-30","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"0","blocnote":"June 3 2025 vm\r\nAug 21 2025 vm\r\nLN Nov 19 2025 vm\n2026-05-08 Dial no answer, phone: +19052274118\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 contact answered by Germaine, Darlene not reached\n2026 May 13 call reached automated system at World Automotive Solutions, no human reached\n2026 May 15 call reached automated system at Thorold Automotive Solutions, no human contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:06:43-04:00","pds_july":"1","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A00622","temp_intcode_for_auto_old_int_code":"08","pds_august":"1","phone_2":"9055471111","pds_september":"1","last_infoline_date_type":"2019-11-28","last_act_type":"2019-11-28","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"dpeach62@gmail.com","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T11:06:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","session_id":"call_46945ce5d7251a146f0e2c2f837","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_46945ce5d7251a146f0e2c2f837","npi_transcriptsummary":"The call was answered by an automated system at Thorold Automotive Solutions, and the agent attempted to reach a person named Darlene but did not get a human response. The call ended shortly after the initial interaction with the automated menu.","aitm_callsummarytitle":"Call reached automated system, no human contact","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","number_of_calls_reached":"3"}},"seriesid":"163"}
{"contact":{"id":"33661","email":"sunshine1655@hotmail.com","first_name":"Li","last_name":"Geng","phone":"4389207248","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321573","full_name":"Li Geng","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-02-09","city_1":"Montreal","time_zone":"2","province":"QC","language":"English","phone_2":"4389207248","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00621","last_act_type":"2024-03-22","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":"2024-03-22","number_of_passed_courses":"4","intcode":"21","blocnote":"LNC Dec 5 2025 no answer\r\nLNC Dec 17 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T15:38:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"True","old_int_code":"05","npi_email_temp":"sunshine1655@hotmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00621","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"33857","email":"thora.cambidge@alsglobal.com","first_name":"Thora","last_name":"Cambidge","phone":"2508286157","orgname":"ALS Canada Ltd.","customer_acct_name":"ALS Canada Ltd.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"104751","full_name":"Thora Cambidge","do_id":"L25A00596","language":"English","canceldate":"2022-09-02","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2006-07-14","lead_status":"Refused","no_email_solicitation":"False","pds_march":"10","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","cpa_certification":"PCP","intcode":"21","blocnote":"June 11 2025 she retired last month","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T17:05:00-04:00","old_int_code":"12","date_of_renewal_identification":"2025-06-09","pipeline_2_members_only_ast":"","notrenewednolongerinpayroll":"Yes","pds_july":"10","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25A00596","temp_intcode_for_auto_old_int_code":"21","pds_august":"10","phone_2":"2503722212","pds_september":"10","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2007-02-15","pf1_status":"P","pf1_completion_date":"2007-12-17","pf2_status":"P","pf2_completion_date":"2008-11-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-01-22","number_of_passed_courses":"4","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"thora.cambidge@alsglobal.com","pcl_completion_date_5":"2012-02-15","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"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","latest_paid_thru":"2024-08-31"}},"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":"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, TMAI","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":"16","blocnote":"june 6  2025 vm\r\nLN \/ 24 September 2025 VM\n2026 May 08 call rejected due to high spam caller score, no contact made.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:28-04:00","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A00498","temp_intcode_for_auto_old_int_code":"16","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","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:27-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was not connected as the subscriber rejected the call due to a high spam caller score. No conversation took place.","aitm_callsummarytitle":"Call Rejected Due to Spam Flag","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"Call was rejected due to high spam caller score.","initialvalue":"Other","astotherreasonsnottorenew":"Call rejected due to spam flag, no conversation possible.","old_int_code":"08","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2be5d788945e011d19c68635df6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2be5d788945e011d19c68635df6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34206","email":"chris@boucherandjones.com","first_name":"Chris","last_name":"Wadlow","phone":"5197433669","orgname":"Boucher and Jones Inc.","customer_acct_name":"Boucher and Jones Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"285720","full_name":"Chris Wadlow","do_id":"L25A00427","language":"English","canceldate":"2022-04-02","time_zone":"2","area_code":"519","extension_phone_1":"322","members_type":"AST","new_member_date_2":"2020-02-11","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"0","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026-05-08 invalid phone destination, phone: +15196200473","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A00427","temp_intcode_for_auto_old_int_code":"08","phone_2":"5197633669","last_act_type":"2021-07-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"chris@boucherandjones.com","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:41:48-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach the contact but ended up reaching voicemail. No conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_a1e235f486adcd0cff6581f329e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a1e235f486adcd0cff6581f329e","old_int_code":"08"}},"seriesid":"163"}
{"contact":{"id":"33740","email":"fofi.dermatis@wwwinc.com","first_name":"Fofi","last_name":"Dermatis","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":"36035","full_name":"Fofi Dermatis","members_type":"CORP","do_id":"L25O00762","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":"06","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T09:28:00-04:00","temp_do_id_for_auto_old_do_id":"L25O00762","temp_intcode_for_auto_old_int_code":"6","pds_august":"6","paid_thru":"2025-01-31","organization_id":"12862","pds_september":"6","last_infoline_date_type":"2024-03-25","last_act_type":"2026-02-19","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"fofi.dermatis@wwwinc.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34328","email":"godwinogieva@gmail.com","first_name":"Godwin","last_name":"Ogieva","phone":"6178687070","orgname":"Accountivity","customer_acct_name":"Accountivity","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"192205","full_name":"Godwin Ogieva","do_id":"L25A00706","language":"English","canceldate":"2022-01-07","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2012-06-08","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"0","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 call reached operator, wrong extension, call ended","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:22-04:00","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25A00706","temp_intcode_for_auto_old_int_code":"08","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-12-20","pf1_status":"P","pf1_completion_date":"2012-02-08","pf2_status":"P","pf2_completion_date":"2012-03-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-06-11","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"godwinogieva@gmail.com","pcl_completion_date_5":"2016-12-20","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:22-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called and was connected to an operator who was not familiar with the contact name Godwin Ogieva. The agent identified herself and the organization but ended the call after confirming the wrong extension. No further conversation or survey took place.","aitm_callsummarytitle":"Wrong Extension, Call Ended","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_945fb77b2059cc8286afdd0fa05","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_945fb77b2059cc8286afdd0fa05","number_of_calls_reached":"1"}},"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, TMAI","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":"15","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\n2026 May 08 contact answered but did not have time to talk","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A00863","temp_intcode_for_auto_old_int_code":"15","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":"02","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":"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 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","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:53-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Kimberly at the municipal office and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. Kimberly indicated she did not have time to talk at the moment, and the call ended without completing the survey or renewal discussion.","aitm_callsummarytitle":"Contact unavailable for membership renewal discussion","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d5f3a7ea5d017e95c03075bb02c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d5f3a7ea5d017e95c03075bb02c","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34857","email":"batdan39@hotmail.com","first_name":"Linda","last_name":"Gilbert","phone":"9052910445","orgname":"CDI College (Brampton Campus)","customer_acct_name":"CDI College (Brampton Campus)","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341430","full_name":"Linda Gilbert","members_type":"CAND","new_member_date_2":"2025-01-08","city_1":"London","province":"ON","language":"English","lead_status":"Lapsed Member","time_zone":"2","area_code":"905","phone_2":"2262680088","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","last_act_type":"2025-08-01","pcl_status":"P","pcl_completion_date":"2025-02-19","pf1_status":"F","pf1_completion_date":"2025-02-10","pf2_status":"F","pf2_completion_date":"2025-03-17","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"L25C08807","temp_do_id_for_auto_old_do_id":"L25C08807","npi_email_temp":"batdan39@hotmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","old_do_id":"LB2504467","canceldate":"2026-03-03","pcl_completion_date_5":"2030-02-19","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"34093","email":"finances@ramadaplaza-gatineau.com","first_name":"Lyne","last_name":"B\u00e9langer","phone":"8197777868","orgname":"Ramada Plaza Manoir du Casino","customer_acct_name":"Ramada Plaza Manoir du Casino","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"195093","full_name":"Lyne B\u00e9langer","do_id":"L25A00400","language":"French","canceldate":"2021-04-02","time_zone":"2","area_code":"819","extension_phone_1":"631","members_type":"AST","new_member_date_2":"2012-02-09","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"2","paid_thru":"2021-01-31","intcode":"03","blocnote":"21 aout 2025 bv\n2026 May 08 call attempted to reach Lyne but communication was inaudible and no conversation occurred.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:52-04:00","temp_do_id_for_auto_old_do_id":"L25A00400","temp_intcode_for_auto_old_int_code":"03","pds_august":"2","pds_september":"2","last_act_type":"2020-01-20","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"finances@ramadaplaza-gatineau.com","formatted_paid_thru":"31\/01\/2021","latest_paid_thru":"2021-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:52-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent repeatedly attempted to confirm if they were speaking with Lyne, but the user's responses were inaudible and unclear. The call ended without any meaningful conversation or task completion.","aitm_callsummarytitle":"Unsuccessful call due to inaudible responses","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear response or interest expressed due to inaudible communication.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"6","astotherreasonsnottorenew":"No clear reason provided due to inaudible responses.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c1c1bf5526255b0bf274a838f0a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c1c1bf5526255b0bf274a838f0a","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33982","email":"mikekowalski115@comcast.net","first_name":"Michael","last_name":"Kowalski","phone":"6103729750","orgname":"Rentokil North America Inc.","customer_acct_name":"Rentokil North America Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"281465","full_name":"Michael Kowalski","do_id":"L25A00374","language":"English","canceldate":"2022-12-02","time_zone":"2","area_code":"610","extension_phone_1":"25135","members_type":"AST","new_member_date_2":"2019-10-09","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"PA","intcode":"16","blocnote":"June 3 2025 vm\r\nAug 21 2025 vm\r\nLN Nov 19 2025 vm\n2026 May 08 call reached IVR and did not connect to human representative.\n2026 May 11 call reached IVR and held for representative, no human contact made.\n2026 May 13 call ended due to missing ZIP code information, agent to call back later.\n2026 May 15 call reached automated system, no human contact, call ended without renewal discussion.\n2026 May 19 call ended without reaching human or completing task","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:12:00-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A00374","temp_intcode_for_auto_old_int_code":"16","phone_2":"4845098138","last_act_type":"2022-01-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mikekowalski115@comcast.net","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-19T11:12:00-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The call was an automated system interaction where the agent attempted to navigate through a phone menu but was unable to provide the required ZIP code information and requested to be connected to a representative. The call ended without reaching a human or completing any membership-related tasks.","aitm_callsummarytitle":"Automated system call ended without human interaction","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No human representative was reached to discuss renewal.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"08","astotherreasonsnottorenew":"Unable to connect to a representative to discuss renewal.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0ebda6aeb0e42d99d266556b574","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0ebda6aeb0e42d99d266556b574","number_of_calls_reached":"5"}},"seriesid":"163"}
{"contact":{"id":"34164","email":"anucmh@gmail.com","first_name":"Anusha","last_name":"Kaippuly","phone":"5197661234","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"259354","full_name":"Anusha Kaippuly","do_id":"L25A00417","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"519","extension_phone_1":"221","members_type":"AST","new_member_date_2":"2018-01-12","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"0","blocnote":"june 5 2025 vm\r\nLN Sept 22 2025 vm\n2026 May 08 reached voicemail, no human interaction\n2026-05-08 invalid phone destination, phone: +15196211759","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:51-04:00","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A00417","temp_intcode_for_auto_old_int_code":"08","phone_2":"5196211759","last_act_type":"2022-10-19","pcl_status":"P","pcl_completion_date":"2018-04-29","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":"2018-02-22","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"anucmh@gmail.com","pcl_completion_date_5":"2023-04-29","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:32:15-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call reached a voicemail of Tambro Construction, and no conversation with a human took place.","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","session_id":"call_379568df30153bb707d347273af","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_379568df30153bb707d347273af","old_int_code":"08"}},"seriesid":"163"}
{"contact":{"id":"30438","email":"info@mmbd.ca","first_name":"Guido","last_name":"Trump2","phone":"5149922574","orgname":"","customer_acct_name":"","tags":"dummy","ip4":"10.13.144.137","fields":{"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":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46-60","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"32","onesentencenotrenewed":"","sendapplicationform":"2025-10-03T18:49:00-04:00","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallengesspecify":"ASDFASDF","members_type":"CAND","time_zone":"2","area_code":"514","lead_status":"Not Relevant","province":"QC","dhmsfin_telemarketing_last_contacted_date":"2026-05-06T13:08:00-04:00","regular_email_change_date":"2026-05-06T13:09:53-04:00","temp_intcode_for_auto_old_int_code":"32","sendwelcomeapplicationform":"2026-05-06T13:16:00-04:00","sendcandapplicationform":"2026-05-06T13:16:00-04:00","phone_2":"","nonactive_reason":"","full_name":"","old_int_code":"01","do_id":"LB2505458","temp_do_id_for_auto_old_do_id":"LB2505458","npi_email_temp":"info@mmbd.ca","npi_email_2":"info@333mmbd.ca","blocnote":"nouveau bloc-note 13:08","extension_phone_1":"","email2":"","full_name_2":" ","testimonialagree":"Yes","sendaigeneral":"2026-04-30T17:38:00-04:00","sendaiemail":"2026-04-30T17:38:54-04:00","sendaidate":"2026-04-30T17:38:55-04:00","resourceaware":"Yes","resourcevisitedselfreport":"Last month","testimonial":"qer","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","did_not_find_it_beneficial_specify_why":"","notrenewedother":"","othermemberbenefit":"","renewal_refusal_reasons":"Lack of usage\/Too small or simple payroll","sendpreexpirationemail":"2026-05-04T13:52:00-04:00","sendapxapplicationform":"2026-05-04T13:52:00-04:00","sendapxformwithdiscount":"2026-05-04T13:53:00-04:00","source_of_membership":"NPI Website","source_of_membership_other":"","job_title":"Payroll Manager\/ Director\/ Supervisor","payroll_experience_in_years":"6-10","membership_value":"Complete a specific payroll course "}},"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":"2021-02-03","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","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"33775","email":"ashikac@academyoflearning.ab.ca","first_name":"Ashika","last_name":"Chand","phone":"4035698973","orgname":"Academy of Learning - Calgary Northeast","customer_acct_name":"Academy of Learning - Calgary Northeast","tags":"WR250409, 250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"old_do_id":"L25O00643","city_1":"Calgary","province":"AB","language":"English","origin":"Lapsed members","found":"Individual ID","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","full_name":"Ashika Chand","members_type":"CORP","organization_id":"101411","coidnewmbrdate":"2009-01-28","time_zone":"4","area_code":"403","individual_id":"262074","email2":"ashikac@myaolcc.com","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2504396","last_act_type":"2025-05-30","company_paid_thru":"2027-02-28","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504396","npi_email_temp":"ashikac@academyoflearning.ab.ca","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34158","email":"julia.belanger@gmail.com","first_name":"Julia","last_name":"Belanger","phone":"6135317203","orgname":"Residence Inn by Marriott","customer_acct_name":"Residence Inn by Marriott","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"166092","full_name":"Julia Belanger","do_id":"L25A00666","language":"English","canceldate":"2022-05-03","time_zone":"2","area_code":"613","members_type":"AST","new_member_date_2":"2010-03-16","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"21","blocnote":"june 5 2025 she retired 3 years ago","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T12:45:00-04:00","old_int_code":"12","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A00666","temp_intcode_for_auto_old_int_code":"21","phone_2":"6478335087","last_infoline_date_type":"2018-08-03","last_act_type":"2021-02-13","pcl_status":"P","pcl_completion_date":"2010-07-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-12-08","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"julia.belanger@gmail.com","pcl_completion_date_5":"2015-07-05","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"34051","email":"peterhill@vollmer.ca","first_name":"Peter","last_name":"Hill","phone":"5199666100","orgname":"Vollmer Inc.","customer_acct_name":"Vollmer Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"96883","full_name":"Peter Hill","do_id":"L25A00390","language":"English","canceldate":"2021-03-02","time_zone":"2","area_code":"519","extension_phone_1":"329","members_type":"AST","new_member_date_2":"2020-01-28","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"21","blocnote":"June 4 2025 He is no longer there","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T15:44:00-04:00","old_int_code":"12","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A00390","temp_intcode_for_auto_old_int_code":"21","phone_2":"5195624765","last_act_type":"2020-01-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"peterhill@vollmer.ca","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31"}},"seriesid":"163"}
{"contact":{"id":"34416","email":"vos.richard88@gmail.com","first_name":"Richard","last_name":"Vos","phone":"6472433354","orgname":"Synaptive Medical","customer_acct_name":"Synaptive Medical","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"283618","full_name":"Richard Vos","do_id":"L25A01008","language":"English","canceldate":"2021-03-02","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2020-01-22","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"03","blocnote":"05 June 2025 Number not in service\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached gatekeeper, contact unavailable\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call answered by call assist system, no human reached\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call answered by automated system, no human reached\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 call reached gatekeeper, contact unavailable","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:25:42-04:00","old_int_code":"06","pds_july":"2","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A01008","temp_intcode_for_auto_old_int_code":"03","pds_august":"2","phone_2":"9059317187","pds_september":"2","last_infoline_date_type":"2020-03-03","last_act_type":"2020-03-17","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"vos.richard88@gmail.com","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-25T11:37:06-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"15","npi_transcriptsummary":"The agent called to speak with Richard regarding his past membership with the National Payroll Institute but was informed that Richard could not take the call at that moment. The call ended shortly after without further conversation.","aitm_callsummarytitle":"Call reached gatekeeper, contact unavailable","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8866ecf272a2c36f81ee72d547d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8866ecf272a2c36f81ee72d547d","mini_nps":"3","number_of_calls_reached":"4"}},"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","latest_paid_thru":"2021-10-31","company_paid_thru":"2021-10-31","corp_cancel_date":"2022-01-07","company_status":"I"}},"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","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-04-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"35273","email":"emily-glasgo@outlook.com","first_name":"Emily","last_name":"DiMarco","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Emily DiMarco","language":"English","canceldate":"2023-09-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C02706","new_member_date_2":"2022-07-27","phone_2":"3069300835","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314997","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02706","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-11","pcl_status":"F","pcl_completion_date":"2022-11-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"emily-glasgo@outlook.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"30212","email":"hofaic@gmail.com","first_name":"Ho","last_name":"Chau","phone":"4166861053","orgname":"","customer_acct_name":"","tags":"250205 AST Members, fixDhms, npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026","ip4":"127.0.0.1","fields":{"do_id":"AST02496","full_name":"Ho Fai Chau","members_type":"AST","city_1":"Scarborough","province":"ON","language":"English","phone_2":"4166861053","lead_status":"Renewed AST","new_member_date_2":"2018-09-09","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"266980","cpa_certification":"PCP","no_email_solicitation":"False","area_code":"647","time_zone":"2","intcode":"06","blocnote":"May 11 2026 vm","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"PENDING","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:56:00-04:00","paid_thru":"2026-08-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST02496","temp_intcode_for_auto_old_int_code":"06","value_help_with_complex":"No","old_int_code":"99","last_act_type":"2025-11-24","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":"2018-12-21","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-24","old_do_id":"L25A02664","trc":"True","wera":"False","telemarketing_call_date":"2026-05-11","npi_email_temp":"hofaic@gmail.com","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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","latest_paid_thru":"2025-01-31"}},"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","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":"2020-09-07","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","latest_paid_thru":"2023-01-31"}},"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","latest_paid_thru":"2021-10-31"}},"seriesid":"163"}
{"contact":{"id":"9225","email":"klindsay@mega-tech.com","first_name":"Karen","last_name":"Lindsay","phone":"7804389330","orgname":"Mega-Tech","customer_acct_name":"Mega-Tech","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07298","province":"AB","full_name":"Karen Lindsay","language":"English","origin":"2023 lapsed Members","domain_1":"mega-tech.com","lapsed_expiration_date":"2022-05-03","individual_id":"232560","area_code":"780","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500075","time_zone":"4","members_type":"CAND","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","pds_july":"2","paid_thru":"2022-02-28","new_member_date_2":"2015-02-27","temp_do_id_for_auto_old_do_id":"L25C07298","pds_august":"2","phone_2":"5879886342","pds_september":"2","last_infoline_date_type":"2019-08-28","last_conf_date_type":"2024-06-19","last_act_type":"2021-08-01","pcl_status":"F","pcl_completion_date":"2019-11-21","pf1_status":"P","pf1_completion_date":"2015-12-21","pf2_status":"F","pf2_completion_date":"2019-11-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-09-10","number_of_passed_courses":"2","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"klindsay@mega-tech.com","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"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","latest_paid_thru":"2022-08-31","company_paid_thru":"2022-08-31","corp_cancel_date":"2022-11-02","company_status":"I"}},"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":"2022-08-03","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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"33680","email":"igor.rosa@live.com","first_name":"Igor","last_name":"Rodrigues","phone":"5198367550","orgname":"Linamar Corporation Corporate Offices","customer_acct_name":"Linamar Corporation Corporate Offices","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"314290","full_name":"Igor Rosa Rodrigues, PCP","members_type":"CORP","lead_status":"Not Relevant","city_1":"Oakville","time_zone":"2","province":"ON","language":"English","phone_2":"5197018736","pipeline_1_lapsed_members":"","canceldate":"2025-04-08","cpa_certification":"PCP","cert_status":"ACTIVE","organization_id":"10376","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2505442","old_do_id":"LB2505442","last_act_type":"2025-11-28","company_paid_thru":"2026-11-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-09-28","pf1_status":"P","pf1_completion_date":"2023-12-20","pf2_status":"P","pf2_completion_date":"2024-03-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-03-28","number_of_passed_courses":"4","paid_thru":"2026-11-30","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"igor.rosa@live.com","pcl_completion_date_5":"2028-09-28","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"9065","email":"renaesyn1@hotmail.com","first_name":"Renae","last_name":"Synard","phone":"7095528461","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":"LB2503375","full_name":"Renae Synard","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"302821","region":"CDN","lead_status":"Refused","old_do_id":"CLNPI000678","members_type":"CAND","province":"NL","area_code":"709","time_zone":"1","phone_2":"7095673079","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-03-27T13:08:00-04:00","blocnote":"Mar 12 2025 number not in service\r\n27 March 2025 She doesn't work there anymore","notrenewedother":"Could not find a reason why she did not renew.","old_int_code":"12","canceldate":"2022-09-02","paid_thru":"2022-06-30","new_member_date_2":"2021-07-06","temp_do_id_for_auto_old_do_id":"LB2503375","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-05-07","pcl_status":"F","pcl_completion_date":"2021-11-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"renaesyn1@hotmail.com","pcl_completion_date_5":"2026-11-08","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"seriesid":"163"}
{"contact":{"id":"30540","email":"Valerieaj@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":"Valerieaj@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":"2026-05-11T10:37:27-04:00","npi_email_2":"Valerie@directobjective.ca","sendapplicationform":"2026-02-24T16:48:00-05:00"}},"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, TMAI","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":"15","blocnote":"June 3 2025 partial survey She is driving right now call back.\n2026 May 08 contact answered and answered initial value and satisfaction questions","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:51-04:00","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A00860","temp_intcode_for_auto_old_int_code":"15","phone_2":"6477678900","last_act_type":"2021-04-08","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","latest_paid_thru":"2022-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:51-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent successfully reached Nidhi and conducted a brief survey regarding her lapsed Associate membership with the National Payroll Institute. Nidhi answered the initial value question and rated her satisfaction as 4, and the agent proceeded to ask her age range for statistical purposes before the call ended.","aitm_callsummarytitle":"Survey started with Nidhi about lapsed membership","notrenewedwanttorenew":"No","mini_nps":"4","initialvalue":"Career","npi_voicemaildetection":"No","old_int_code":"10","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_bbe36e2bb1d86d661245b228fef","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bbe36e2bb1d86d661245b228fef","number_of_calls_reached":"1"}},"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, TMAI","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":"15","blocnote":"June 2 2025 vm\r\nAug 20 2025 vm\r\nLN Nov 19 2025 vm\n2026 May 08 call reached Bonnie, started survey but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:57-04:00","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25A01085","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2021-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:57-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Bonnie and introduced the purpose of the call regarding her lapsed Associate membership with the National Payroll Institute. Bonnie agreed to answer questions, and the agent began the survey by asking about the initial value that drove her to become a member. The call ended shortly after the first question was asked.","aitm_callsummarytitle":"Initial Survey Question Asked to Bonnie","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_15c0fdb1e4e5a1e9b5176f79342","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_15c0fdb1e4e5a1e9b5176f79342","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30149","email":"erana@peninsulaco-op.com","first_name":"Erana","last_name":"King","phone":"7783511106","orgname":"Peninsula Co-op.","customer_acct_name":"Peninsula Co-op.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Breaking News, 250205 AST Members, fixTelemarketingMay, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"do_id":"AST0726","full_name":"Erana King","members_type":"AST","city_1":"Qualicum Beach","province":"BC","language":"English","phone_2":"2507142401","lead_status":"Renewed AST","new_member_date_2":"2020-01-24","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","individual_id":"264714","no_email_solicitation":"False","area_code":"778","time_zone":"5","intcode":"06","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-26T12:15:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:17:00-04:00","blocnote":"May 11 2026 vm","resourceaware":"Yes","resourcevisitedselfreport":"Last 7 days","value_designation":"No","last_engaged_date":"2025-12-01","last_login_date":"2025-06-09T14:07:24-04:00","member_may":"2","career_may":"1","resources_tools_may":"1","late_breaking_payroll_news_may":"1","pipeline_1_lapsed_members":"Renewed lapsed","member_june":"2","career_june":"1","old_int_code":"99","paid_thru":"2026-12-31","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST0726","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-04-12","telemarketing_call_date":"2026-05-11","pcl_status":"P","pcl_completion_date":"2018-12-02","pf1_status":"P","pf1_completion_date":"2020-05-24","number_of_passed_courses":"2","member_november":"5","trc":"True","wera":"False","member_december":"6","date_of_renewal_identification":"2025-12-06","npi_email_temp":"erana@peninsulaco-op.com","pcl_completion_date_5":"2023-12-02","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"34147","email":"paula.zilio@tdwilliamson.com","first_name":"Paula","last_name":"Zilio","phone":"9058752270","orgname":"T.D. Williamson Canada ULC.","customer_acct_name":"T.D. Williamson Canada ULC.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"246735","full_name":"Paula Zilio","do_id":"L25A00413","language":"English","canceldate":"2021-06-02","time_zone":"2","area_code":"905","extension_phone_1":"1860","members_type":"AST","new_member_date_2":"2017-04-21","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"June 4 2025 vm\r\nSept 3 2025 vm\n2026 May 08 call connected to Paula at TD Williamson, introduced NPI membership lapse","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","pds_july":"1","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A00413","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","phone_2":"4168079896","pds_september":"1","last_infoline_date_type":"2020-02-06","last_act_type":"2020-02-06","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"paula.zilio@tdwilliamson.com","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:58-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Paula at TD Williamson and introduced themselves from the National Payroll Institute regarding her lapsed Associate membership. The call was connected successfully after navigating an automated phone menu and transferring to the operator. The conversation was just beginning when the transcript ended.","aitm_callsummarytitle":"Call connected to Paula about lapsed membership","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_aafa279133cd4a3ee73002216a6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_aafa279133cd4a3ee73002216a6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34909","email":"jenbeard99@gmail.com","first_name":"Jennifer","last_name":"Beard","phone":"5172703632","orgname":"Adrian Steel Company","customer_acct_name":"Adrian Steel Company","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Jennifer Beard","members_type":"CORP","organization_id":"192139","coidnewmbrdate":"2025-01-24","city_1":"Adrian","province":"MI","language":"English","lead_status":"Lapsed Member","time_zone":"2","area_code":"517","phone_2":"7346376482","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"305632","paid_thru":"2025-12-31","last_act_type":"2025-02-10","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":"L25O04776","temp_do_id_for_auto_old_do_id":"L25O04776","npi_email_temp":"jenbeard99@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-06-01","old_do_id":"LB2505583","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","corp_cancel_date":"2026-03-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34789","email":"kelliev@hotmail.com","first_name":"Kellie","last_name":"Vanderham","phone":"9055282511","orgname":"Stelco","customer_acct_name":"Stelco","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"91969","full_name":"Kellie Vanderham","do_id":"L25A00577","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2016-03-10","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"15","blocnote":"June 11 2025 vm\r\nSept 4 2025 vm\n2026 May 08 call reached voicemail, no direct contact with Kellie\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached Kellie Vanderham, introduced NPI membership lapse, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:42-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A00577","temp_intcode_for_auto_old_int_code":"15","phone_2":"9058655509","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2016-07-04","pf1_status":"P","pf1_completion_date":"2016-11-20","pf2_status":"P","pf2_completion_date":"2017-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-09-13","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kelliev@hotmail.com","pcl_completion_date_5":"2021-07-04","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent reached Kellie Vanderham and introduced themselves as calling from the National Payroll Institute regarding her lapsed Associate membership. Kellie asked for clarification about who was calling, indicating some initial confusion or hesitation. The call ended shortly after without further conversation or resolution.","aitm_callsummarytitle":"Call reached Kellie Vanderham but ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_51552fda54abd6e1753859d57e7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_51552fda54abd6e1753859d57e7","old_int_code":"6","number_of_calls_reached":"1"}},"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, TMAI","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":"05","blocnote":"June 4 2025 \r\nAug 21 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no conversation\n2026-05-19 Dial no answer, phone: +16035068765\n2026-05-21 Dial no answer, phone: +16035068765\n2026-05-25 Dial no answer, phone: +16035068765","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A01129","temp_intcode_for_auto_old_int_code":"05","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","latest_paid_thru":"2022-03-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:06-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was made to the contact but went to voicemail and was disconnected after 2 seconds without any conversation.","aitm_callsummarytitle":"Voicemail reached, no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_12c02c3d1fac493e8769edbf980","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_12c02c3d1fac493e8769edbf980","old_int_code":"6"}},"seriesid":"163"}
{"contact":{"id":"34875","email":"rose@andersoncollege.com","first_name":"Rose","last_name":"Elia","phone":"8337871885","orgname":"Anderson College of Health, Business and Technology","customer_acct_name":"Anderson College of Health, Business and Technology","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Rose Elia","members_type":"CORP","organization_id":"244779","coidnewmbrdate":"2020-11-02","city_1":"Toronto","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"833","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"320255","paid_thru":"2026-10-31","last_act_type":"2025-10-01","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":"LB2507011","temp_do_id_for_auto_old_do_id":"LB2507011","npi_email_temp":"rose@andersoncollege.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","corp_cancel_date":"2025-01-07","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"33712","email":"amanda.reichert@irisndt.com","first_name":"Amanda","last_name":"Reichert","phone":"7804372022","orgname":"Apave Canada","customer_acct_name":"Apave Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"108200","full_name":"Amanda Reichert","members_type":"CORP","do_id":"L25O00731","lead_status":"Lapsed Member","coidnewmbrdate":"2013-02-15","city_1":"Edmonton","time_zone":"4","province":"AB","language":"English","extension_phone_1":"4309","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":"2025-11-10T11:59:00-05:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00731","temp_intcode_for_auto_old_int_code":"6","organization_id":"211441","pds_august":"1","pds_september":"1","last_act_type":"2024-03-21","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"amanda.reichert@irisndt.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34076","email":"minkap7@gmail.com","first_name":"Minalbahen","last_name":"Kapadia","phone":"4162815556","orgname":"Aplus General Contractors Corp","customer_acct_name":"Aplus General Contractors Corp","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"169862","full_name":"Minalbahen Kapadia","do_id":"L25A00396","language":"English","canceldate":"2021-07-03","time_zone":"2","area_code":"416","extension_phone_1":"127","members_type":"AST","new_member_date_2":"2010-05-18","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"June 4 2025 vm\r\nAug 28 2025 vm\n2026 May 08 reached voicemail of Meenal Kapadia\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail of Meenal Capadilla at A Plus General Contractors\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail at A Plus General Contractors - Meenal Kapadia\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 voicemail reached for Meenal Capadia, no human interaction\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:46-04:00","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A00396","temp_intcode_for_auto_old_int_code":"6","phone_2":"6473818602","last_act_type":"2020-04-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"minkap7@gmail.com","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_aef8ee4d38fb87618b3ebc6741f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_aef8ee4d38fb87618b3ebc6741f","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"34533","email":"andre.s.salinas@hotmail.com","first_name":"Andre","last_name":"Stavros-Salinas","phone":"6478344565","orgname":"Andre Stavros-Salinas","customer_acct_name":"Andre Stavros-Salinas","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"322235","full_name":"Andre Stavros-Salinas","do_id":"L25A01255","language":"English","canceldate":"2024-04-02","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2023-03-01","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 \/ 25 September 2025 VM\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached uninitialized voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no message left\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached uninitialized voicemail service\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A01255","temp_intcode_for_auto_old_int_code":"6","phone_2":"6478344565","last_act_type":"2023-05-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"andre.s.salinas@hotmail.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:46-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_0779213b92ffeeb98fe9b46cb09","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0779213b92ffeeb98fe9b46cb09","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"33820","email":"liuchun.meng@gmail.com","first_name":"Liuchun","last_name":"Meng","phone":"6043685986","orgname":"Someng Info Service Ltd.","customer_acct_name":"Someng Info Service Ltd.","tags":"npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"294570","full_name":"Liuchun Meng","do_id":"L25A01089","language":"English","canceldate":"2024-06-04","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2020-11-05","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","cpa_certification":"PCP","intcode":"15","blocnote":"02 June 2025 Completed - he wants the e-mail to check again if he wants to renew\r\nJune 25 2025 vm  July 3 2025 vm  Aug 27 2025 vm\r\nLF \/ 22 September 2025 Sent him the e-mail again\n2026 May 08 call started, user interrupted by another call and asked to be called later","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:06:44-04:00","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A01089","temp_intcode_for_auto_old_int_code":"15","phone_2":"458076145833333","sendapplicationform":"2025-09-22T11:51:00-04:00","regular_email_change_date":"2025-09-22T11:51:41-04:00","last_act_type":"2025-04-24","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":"2021-03-04","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"liuchun.meng@gmail.com","pcl_completion_date_5":"2026-01-17","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Liuchun and introduced the call regarding the lapsed Associate membership. The user was interrupted by another call and asked to be called later, ending the conversation prematurely.","aitm_callsummarytitle":"User interrupted call, requested callback","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ba382c9cc2d74a3ed2e80c7daab","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ba382c9cc2d74a3ed2e80c7daab","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35320","email":"kuangalan@gmail.com","first_name":"Lun-Li","last_name":"Kuang","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lun-Li Kuang","language":"English","canceldate":"2023-07-11","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02454","new_member_date_2":"2022-05-25","phone_2":"6047812927","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313286","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02454","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kuangalan@gmail.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"34659","email":"caroljemms@gmail.com","first_name":"Carol","last_name":"Emms","phone":"2043726393","orgname":"RM of Fisher","customer_acct_name":"RM of Fisher","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"35964","full_name":"Carol Emms","do_id":"L25A00534","language":"English","canceldate":"2023-07-11","time_zone":"3","area_code":"204","members_type":"AST","new_member_date_2":"2022-05-06","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"14","pipeline_1_lapsed_members":"Lapsed Members","province":"MB","intcode":"15","blocnote":"june 9 2025 vm\r\n25 September 2025 Doesn't work there anymore\n2026 May 08 call reached Royal Municipality of Fisher office, attempted to speak with Carol but call ended abruptly without renewal discussion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:47-04:00","pds_july":"14","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A00534","temp_intcode_for_auto_old_int_code":"15","pds_august":"14","phone_2":"2043726393","old_int_code":"16","pds_september":"14","last_infoline_date_type":"2022-06-06","last_conf_date_type":"2014-06-17","last_act_type":"2022-06-06","number_of_passed_courses":"0","pds_october":"14","trc":"False","wera":"False","pds_november":"14","npi_email_temp":"caroljemms@gmail.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Carol at the Royal Municipality of Fisher office. The agent navigated the phone menu and attempted to confirm speaking with Carol, but the conversation was brief and ended without a clear resolution or completion of the intended survey or renewal discussion.","aitm_callsummarytitle":"Unsuccessful call attempt to reach Carol","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No renewal intent expressed during the call.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Call ended before renewal discussion could occur.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_be6d51a690dd9797b32740bfec1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_be6d51a690dd9797b32740bfec1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35301","email":"amira05@hotmail.ca","first_name":"Amira","last_name":"Abdessemed","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Amira Abdessemed","language":"French","canceldate":"2023-11-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C02452","new_member_date_2":"2022-08-05","phone_2":"5142378850","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313272","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C02452","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-11-10","pcl_status":"F","pcl_completion_date":"2023-04-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amira05@hotmail.ca","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"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":"2024-01-02","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"30393","email":"sara@burnslakeband.ca","first_name":"Sara","last_name":"Tibbetts","phone":"2506927717","orgname":"Burns Lake Band","customer_acct_name":"Burns Lake Band","tags":"250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00160","individual_id":"286469","full_name":"Sara Tibbetts","language":"English","time_zone":"5","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"28 May 2025 Sara doesn't work there anymore - the lady is payroll was not part of that","dhmsfin_telemarketing_last_contacted_date":"2025-05-28T16:28:00-04:00","old_int_code":"12","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25O00160","temp_intcode_for_auto_old_int_code":"21","province":"BC","organization_id":"286675","last_conf_date_type":"2020-06-17","last_act_type":"2023-09-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sara@burnslakeband.ca","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","company_paid_thru":"2021-02-28","corp_cancel_date":"2021-05-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34079","email":"nathaliebelanger@me.com","first_name":"Nathalie","last_name":"B\u00e9langer","phone":"5147020262","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"259541","full_name":"Nathalie B\u00e9langer","do_id":"L25A00911","language":"French","canceldate":"2023-11-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2022-09-09","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2023-08-31","intcode":"15","blocnote":"21 aout 2025 bv\n2026 May 08 call ended due to inactivity after identity confirmation attempt - no clear response","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:10-04:00","temp_do_id_for_auto_old_do_id":"L25A00911","temp_intcode_for_auto_old_int_code":"15","phone_2":"5147020262","last_act_type":"2022-09-09","pcl_status":"P","pcl_completion_date":"2018-02-27","pf1_status":"P","pf1_completion_date":"2018-03-21","pf2_status":"P","pf2_completion_date":"2018-04-22","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"nathaliebelanger@me.com","pcl_completion_date_5":"2023-02-27","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:10-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Nathalie but received only inaudible responses from the user. The call ended due to inactivity without further conversation or task completion.","aitm_callsummarytitle":"Call ended after identity confirmation attempt","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear refusal or renewal intent expressed due to inaudible responses.","initialvalue":"Other","othermemberbenefit":"No information provided","old_int_code":"6","astotherreasonsnottorenew":"No clear reason provided due to inaudible responses.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_334f8bba3f4309fcefa1eb49ba9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_334f8bba3f4309fcefa1eb49ba9","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33673","email":"sarabmir@gmail.com","first_name":"Sara","last_name":"Mir","phone":"6478637472","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320942","full_name":"Sara Mir","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-02-01","city_1":"Milton","time_zone":"2","province":"ON","language":"English","phone_2":"6478637472","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00633","last_act_type":"2024-01-28","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","pf2_completion_date":"2024-03-27","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Dec 5 2025 vm\r\nLNC Dec 17 2025 Survey completed may become a member in the future. Sent email.","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T15:34:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","sendapplicationform":"2025-12-17T15:28:00-05:00","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":"I have to do paper work to get courses I did in my home country recognized toward certification.","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":"More hands on help to get a job.","membershipcost":"Yes","membershipcostspecify":"The cost of membership and other financial factors.","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"I am looking for a job.","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"There are prerequisites for some activities that make it difficult to participate.","engagingstrategiesspecify":"Payroll recruiters and in person help.","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"01","npi_email_temp":"sarabmir@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00633","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"34288","email":"jamiesgolden60@gmail.com","first_name":"Jamie","last_name":"Bennett","phone":"2504910045","orgname":"MJI Contracting Inc","customer_acct_name":"MJI Contracting Inc","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"188910","full_name":"Jamie Bennett","language":"English","canceldate":"2024-05-02","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2013-03-13","lead_status":"Refused","no_email_solicitation":"False","pds_march":"2","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","cpa_certification":"PCP","blocnote":"04 June 2025 She was not happy with the membership at all\n2026 May 08 contact expressed dissatisfaction and refused to continue the call","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:48-04:00","intcode":"01","pds_july":"2","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A00697","temp_intcode_for_auto_old_int_code":"01","pds_august":"2","phone_2":"2504940045","pds_september":"2","last_infoline_date_type":"2022-06-13","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-09-15","pf1_status":"P","pf1_completion_date":"2011-10-12","pf2_status":"P","pf2_completion_date":"2011-11-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-03-12","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"jamiesgolden60@gmail.com","pcl_completion_date_5":"2016-09-15","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Jamie to discuss the lapsed Associate membership and requested feedback. Jamie expressed dissatisfaction with NPI and declined to continue the conversation. The call ended shortly after with no survey questions answered.","aitm_callsummarytitle":"Contact refused to continue due to dissatisfaction","notrenewedwanttorenew":"No","onesentencenotrenewed":"NPI is a joke and no longer good.","old_int_code":"11","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","old_do_id":"L25A00697","session_id":"call_10abbd91459bd96f0dc05e11f05","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_10abbd91459bd96f0dc05e11f05","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34247","email":"namita282@gmail.com","first_name":"Namita","last_name":"Sharma","phone":"9054502230","orgname":"DMD Building Systems Corp.","customer_acct_name":"DMD Building Systems Corp.","tags":"250612 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"272127","full_name":"Namita Sharma","do_id":"L25A00960","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2023-09-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"05 June 2025 No one by that name\n2026 May 08 call reached automated directory, no human contact made.\n2026 May 11 call reached directory system but no human contact made\n2026 May 13 call reached automated directory, no human contact found\n2026 May 15 call reached voicemail, unable to find Namita Sharma in directory\n2026 May 15 call started, agent reached Namita, first survey question asked.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:06:43-04:00","old_int_code":"06","date_of_renewal_identification":"2025-06-09","pipeline_2_members_only_ast":"","notrenewedother":"Phone cannot be recovered","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A00960","temp_intcode_for_auto_old_int_code":"15","phone_2":"4165791043","last_act_type":"2023-12-12","pcl_status":"F","pcl_completion_date":"2024-01-04","pf1_status":"P","pf1_completion_date":"2019-04-15","pf2_status":"F","pf2_completion_date":"2019-05-12","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"namita282@gmail.com","pcl_completion_date_5":"2029-01-04","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T11:31:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent Ellen successfully reached Namita and initiated a conversation regarding her lapsed Associate membership with the National Payroll Institute. The call began with the agent introducing herself and asking the first survey question about the initial value that drove Namita to become a member. The call ended shortly after the first question was asked.","aitm_callsummarytitle":"Initial Membership Survey Call","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not reached; call went to an automated directory system.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not reached due to automated directory system.","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","session_id":"call_f0de6d70f252c729d2cbbcb360f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f0de6d70f252c729d2cbbcb360f","number_of_calls_reached":"4"}},"seriesid":"163"}
{"contact":{"id":"33719","email":"payroll@irisndt.com","first_name":"Pauline","last_name":"Meisinger","phone":"7805774619","orgname":"Apave Canada","customer_acct_name":"Apave Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"211442","full_name":"Pauline Meisinger","members_type":"CORP","do_id":"L25O00739","lead_status":"Lapsed Member","coidnewmbrdate":"2013-02-15","city_1":"Edmonton","time_zone":"4","province":"AB","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"02 June 2025 VM\r\n11 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T16:58:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00739","temp_intcode_for_auto_old_int_code":"6","organization_id":"211441","last_infoline_date_type":"2021-01-11","last_act_type":"2021-01-11","pcl_status":"P","pcl_completion_date":"2013-06-06","pf1_status":"P","pf1_completion_date":"2015-06-29","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"payroll@irisndt.com","pcl_completion_date_5":"2018-06-06","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34896","email":"larissa.prevost@orano.group","first_name":"Larissa","last_name":"Prevost","phone":"3063434500","orgname":"Orano Canada Inc.","customer_acct_name":"Orano Canada Inc.","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"299052","full_name":"Larissa Prevost, PCP","members_type":"CORP","new_member_date_2":"2021-03-16","coidnewmbrdate":"1999-04-01","city_1":"Saskatoon","province":"SK","language":"English","lead_status":"Renewed Lapsed","time_zone":"3","area_code":"306","phone_2":"3062706228","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"24682","canceldate":"2025-02-16","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2027-03-31","last_infoline_date_type":"2025-09-26","last_conf_date_type":"2025-06-04","last_act_type":"2026-12-01","company_paid_thru":"2027-03-31","pcl_status":"P","pcl_completion_date":"2021-07-05","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":"2021-10-22","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506001","temp_do_id_for_auto_old_do_id":"LB2506001","npi_email_temp":"larissa.prevost@orano.group","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30588","email":"himanshu@collabera.com","first_name":"Himanshu","last_name":"Patel","phone":"4372923487","orgname":"Collabera Canada Inc.","customer_acct_name":"Collabera Canada Inc.","tags":"NPI LN sent to TM","ip4":"10.13.135.221","fields":{"individual_id":"258555","full_name":"Hemal Buch","members_type":"CAND","do_id":"L25C00160","city_1":"Mississauga","province":"ON","language":"English","phone_2":"6478640364","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2022-01-01","area_code":"437","time_zone":"2","canceldate":"2025-03-04","intcode":"03","blocnote":"15 April 2025 Cannot be completed\r\n23 April 2025 Cannot be completed\r\n06 May 2025 VM\r\n05 September 2025 Himan is in payroll now - I sent him the documents\r\nLN \/ 04 December 2025 VM","onesentencenotrenewed":"CAND Reached 3 years","paid_thru":"2024-12-31","sendapplicationform":"2025-09-05T17:50:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T17:16:00-05:00","regular_email_change_date":"2025-09-05T13:50:10-04:00","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C00160","temp_intcode_for_auto_old_int_code":"3","last_act_type":"2024-01-04","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"P","pf1_completion_date":"2023-01-09","pf2_status":"F","pf2_completion_date":"2023-08-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-02-28","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"himanshu@collabera.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"34282","email":"lzirk1@telus.net","first_name":"Lori","last_name":"Zirk","phone":"2504891858","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"313887","full_name":"Lori Zirk","do_id":"L25A01195","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2022-06-09","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"15","blocnote":"04 June 2025 VM\r\nLN \/ 16 September 2025 couldn't talk - call back\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call started, agent introduced self and purpose, call ended early without survey or renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:44-04:00","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A01195","temp_intcode_for_auto_old_int_code":"15","phone_2":"2509190214","last_infoline_date_type":"2023-05-09","last_act_type":"2023-05-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lzirk1@telus.net","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:16:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Lori 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","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_694ec4fca79d4d83b36a3631d94","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_694ec4fca79d4d83b36a3631d94","old_int_code":"6","number_of_calls_reached":"1"}},"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, TMAI","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":"15","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\n2026 May 08 callback scheduled for Trisha on Monday at 10:00 AM - NPI# 298353\n2026 May 11 voicemail reached for Trisha Bentley\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 contact reached Tricia at Catalent Foodyard but call ended early without survey or renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:26-04:00","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":"3","age_range":"Preferred not to say","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":"15","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","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-13T13:08:26-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_call_back_date_and_time":"2026-05-11T10:00:00-04:00","npi_call_back_time_hour":"10","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent reached Tricia at Catalent Foodyard and introduced themselves regarding the lapsed Associate membership with the National Payroll Institute. The agent attempted to ask questions about the membership experience, but the call ended shortly after the initial introduction without completing the survey or renewal discussion.","aitm_callsummarytitle":"Call reached contact but ended early","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact was not available and callback scheduled.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not available, callback scheduled.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_72c9e14f43b32899efead7bfacb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_72c9e14f43b32899efead7bfacb","number_of_calls_reached":"1"}},"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, TMAI","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":"10","blocnote":"June 4 2025 vm\r\nSept 3 2025 vm\n2026 May 08 call reached voicemail of Yolanda Wong\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 voicemail reached for Yolanda Wong\n2026 May 11 voicemail reached, no conversation\n2026 May 13 call reached voicemail of Yolanda Wong, CFO of Bird Infrastructure Limited\n2026 May 13 agent reached Yolanda, scheduled callback due to hospital and surgery","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:26-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A00925","temp_intcode_for_auto_old_int_code":"10","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","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-13T13:31:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The agent reached Yolanda and informed her about her lapsed Associate membership with the National Payroll Institute. Yolanda indicated she was at the hospital and unable to talk, mentioning an upcoming surgery. The agent scheduled a callback for about two weeks later and ended the call courteously.","aitm_callsummarytitle":"Callback Scheduled Due to Hospitalization","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bc8460583898ddbd73b87a24231","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bc8460583898ddbd73b87a24231","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34045","email":"gaiachi@gmail.com","first_name":"Cheryl","last_name":"Linkletter","phone":"2503676577","orgname":"XL Quality Industrial Services","customer_acct_name":"XL Quality Industrial Services","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"140503","full_name":"Cheryl Linkletter","do_id":"L25A00640","language":"English","canceldate":"2021-12-02","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2019-10-10","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","blocnote":"03 June 2025 Completed\n2026 May 08 call started, agent introduced, call ended early without completion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","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":"Yes","membershipcostspecify":"yes she didn't to pay for it herself","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":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"1","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25A00640","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","phone_2":"2502310121","pds_september":"1","last_infoline_date_type":"2020-04-02","last_act_type":"2020-09-16","pcl_status":"P","pcl_completion_date":"2009-05-11","pf1_status":"P","pf1_completion_date":"2012-02-24","pf2_status":"P","pf2_completion_date":"2014-01-21","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":"gaiachi@gmail.com","pcl_completion_date_5":"2014-05-11","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Cheryl and introduced herself, explaining the purpose of the call regarding Cheryl's lapsed Associate membership with the National Payroll Institute. Cheryl asked where the call was from, and the agent reiterated the organization's name and the courtesy nature of the call. The call ended shortly after without completing the survey or renewal discussion.","aitm_callsummarytitle":"Call initiated but ended early without completion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c2c6c88e41fcb8b0a6eacff8260","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c2c6c88e41fcb8b0a6eacff8260","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33990","email":"carmen.johnston@kuntz.com","first_name":"Carmen","last_name":"Johnston","phone":"5198931284","orgname":"Kuntz Electroplating Inc.","customer_acct_name":"Kuntz Electroplating Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"309273","full_name":"Carmen Johnston","do_id":"L25A00376","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"519","extension_phone_1":"3101","members_type":"AST","new_member_date_2":"2022-01-24","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"21","blocnote":"June 4 2025 Refused explanation retiring soon.","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T14:49:00-04:00","onesentencenotrenewed":"I am on my way to retiring,so I won't be renewing my membership.","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00376","temp_intcode_for_auto_old_int_code":"21","phone_2":"2267890833","last_infoline_date_type":"2022-02-25","last_act_type":"2022-02-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"carmen.johnston@kuntz.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"35236","email":"libbypalmieri@gmail.com","first_name":"Libby","last_name":"Palmieri","phone":"9053583343","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Libby Palmieri","language":"English","canceldate":"2024-09-04","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"AST","do_id":"L25A01389","new_member_date_2":"2003-07-17","pds_april":"4","cert_status":"WITHDRAWN_CPE","phone_2":"9053583343","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"67760","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:59-04:00","blocnote":"June 11 2025 Survey completed She is retiring soon and now is more of a casual employee.\n2026 May 08 brief call with Libby; requested to call back later.","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","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"I am now casual employee so do not want the cost of membership.","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I though that I would get more courses and more variety.","careerchange":"Yes","careerchangespecify":"I am retiring soon.","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"It hard to take time off for them.","engagingstrategiesspecify":"More online courses and seminars to save and play later.","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"4","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A01389","temp_intcode_for_auto_old_int_code":"15","pds_august":"4","pds_september":"4","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-02-24","pf1_status":"P","pf1_completion_date":"2015-12-21","pf2_status":"P","pf2_completion_date":"2018-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-03-04","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"4","npi_email_temp":"libbypalmieri@gmail.com","pcl_completion_date_5":"2016-02-24","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:59-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Libby and briefly spoke with her, but Libby requested to call back later. The agent agreed and ended the call courteously.","aitm_callsummarytitle":"Brief call with Libby, callback requested","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact requested to call back later, no renewal discussion occurred.","initialvalue":"Other","othermemberbenefit":"None provided","old_int_code":"1","astotherreasonsnottorenew":"Contact did not provide a reason for not renewing during the brief call.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_409828ff52a5e6bc989e44f7012","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_409828ff52a5e6bc989e44f7012","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"33919","email":"h.a.ayotte@gmail.com","first_name":"Heather","last_name":"Ayotte","phone":"6132193133","orgname":"Heather Ayotte","customer_acct_name":"Heather Ayotte","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"247206","full_name":"Heather Ayotte","do_id":"L25A00864","language":"English","canceldate":"2021-03-02","time_zone":"2","area_code":"613","members_type":"AST","new_member_date_2":"2020-01-21","lead_status":"Lapsed Member","no_email_solicitation":"False","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\n2026 May 08 reached voicemail of Heather Ayotte\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 reached voicemail of Heather Ai\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail of Heather Ayotte\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail of Heather Ayotte\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A00864","temp_intcode_for_auto_old_int_code":"6","phone_2":"6138314556","last_act_type":"2020-01-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"h.a.ayotte@gmail.com","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:46-04:00","number_of_call_attempts":"8","number_of_total_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","session_id":"call_c017ea6bc28607e78eb9e6fd7c0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c017ea6bc28607e78eb9e6fd7c0","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"34199","email":"josee.pierre@fairmont.com","first_name":"Jos\u00e9e","last_name":"Pierre","phone":"5149542262","orgname":"Fairmont Le Reine Elizabeth","customer_acct_name":"Fairmont Le Reine Elizabeth","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"311041","full_name":"Jos\u00e9e Pierre","do_id":"L25A01175","language":"French","canceldate":"2024-05-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2022-03-11","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-02-29","intcode":"15","blocnote":"21 aout 2025 bv\n2026 May 08 call ended after identity confirmation attempt","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:52-04:00","temp_do_id_for_auto_old_do_id":"L25A01175","temp_intcode_for_auto_old_int_code":"15","phone_2":"5142255555","last_infoline_date_type":"2023-09-02","last_act_type":"2023-09-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"josee.pierre@fairmont.com","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:52-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Jos\u00e9e and confirmed the identity by asking if they were speaking with Jos\u00e9e. However, the user responses were inaudible and the call ended with the user hanging up shortly after identity confirmation was sought.","aitm_callsummarytitle":"Attempted contact with Jos\u00e9e, call ended early","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b39e30785b7fcd9e54728b5566c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b39e30785b7fcd9e54728b5566c","number_of_calls_reached":"1"}},"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, TMAI","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\n2026 May 08 call to Western Financial Group, no extension for Tammy Costen, only reachable by email\n2026 May 11 contact informed Tammy Costen is no longer in the system.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:49-04:00","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":"2019-05-02","last_act_type":"2023-12-06","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","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-11T13:06:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called to speak with Tammy Costen but was informed by the user that Tammy Costen is no longer in their system. The call ended shortly after with no further action taken.","aitm_callsummarytitle":"Contact Not Found - Tammy Costen Not in System","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_dc7ebe796eb5cd4e2a8a5f26b58","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_dc7ebe796eb5cd4e2a8a5f26b58","number_of_calls_reached":"2","mini_nps":"3","onesentencenotrenewed":"Contact is no longer in the system, so no renewal possible.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact no longer works at the organization and is not in the system.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"34008","email":"courtney.ford@lyonsps.com","first_name":"Courtney","last_name":"Ford","phone":"7805383400","orgname":"Lyons Production Services Ltd.","customer_acct_name":"Lyons Production Services Ltd.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"253699","full_name":"Courtney Ford","do_id":"L25A00890","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2019-09-17","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"21","blocnote":"June 5 2025 Courtney no longer there","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T15:01:00-04:00","old_int_code":"12","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A00890","temp_intcode_for_auto_old_int_code":"21","phone_2":"7809337433","last_act_type":"2023-11-07","pcl_status":"F","pcl_completion_date":"2020-01-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"courtney.ford@lyonsps.com","pcl_completion_date_5":"2025-01-05","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"34310","email":"hshuneidi87@gmail.com","first_name":"Hannah","last_name":"Huneidi","phone":"9162244207","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"314096","full_name":"Hannah Huneidi","do_id":"L25A01202","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"916","members_type":"AST","new_member_date_2":"2023-11-16","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"CA","intcode":"15","blocnote":"June 5 2025 vm\r\nAug 21 2025 vm\n2026 May 08 call started, user questioned if caller was human, call ended early.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01202","temp_intcode_for_auto_old_int_code":"15","phone_2":"9162244207","last_infoline_date_type":"2023-01-11","last_act_type":"2024-11-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hshuneidi87@gmail.com","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Hannah to discuss her lapsed Associate membership with the National Payroll Institute and intended to ask questions about her membership experience. Hannah questioned if the caller was a real human, and the agent clarified it was an automated agent. The call ended shortly after without further conversation.","aitm_callsummarytitle":"User questioned caller authenticity, call ended early","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"User questioned the authenticity of the caller and did not engage further.","initialvalue":"Other","othermemberbenefit":"User did not provide other reasons for membership.","old_int_code":"6","astotherreasonsnottorenew":"User did not engage beyond questioning if the caller was human.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4adece08e6d502220092220e461","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4adece08e6d502220092220e461","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33853","email":"judie.zehr59@yahoo.ca","first_name":"Judith","last_name":"Zehr","phone":"2266632230","orgname":"","customer_acct_name":"","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"242778","full_name":"Judith Zehr","do_id":"L25A00847","language":"English","canceldate":"2021-07-03","time_zone":"2","area_code":"226","members_type":"AST","new_member_date_2":"2016-04-19","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":"number not in service\n2026-05-08 invalid phone destination, phone: +12266632230\n2026-05-08 invalid phone destination, phone: +12266632230","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","old_int_code":"08","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A00847","temp_intcode_for_auto_old_int_code":"16","phone_2":"2266632230","last_act_type":"2021-11-06","pcl_status":"P","pcl_completion_date":"2016-08-07","pf1_status":"P","pf1_completion_date":"2016-12-25","pf2_status":"P","pf2_completion_date":"2017-04-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-01-04","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"judie.zehr59@yahoo.ca","pcl_completion_date_5":"2021-08-07","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:56:43-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_ac7256579cbe8d06c8fb3fef511","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ac7256579cbe8d06c8fb3fef511"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"35092","email":"candygcruz@gmail.com","first_name":"Candy","last_name":"Cruz","phone":"4506411737","orgname":"\u00c9b\u00e9nisterie Norclair Inc","customer_acct_name":"\u00c9b\u00e9nisterie Norclair Inc","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Candy Cruz","language":"French","canceldate":"2024-02-03","cpa_certification":"SCP","extension_phone_1":"120","time_zone":"2","area_code":"450","members_type":"CAND","new_member_date_2":"2022-12-19","pds_april":"1","cert_status":"PENDING","phone_2":"4389249612","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"276597","pds_july":"1","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25C00932","pds_august":"1","pds_september":"1","last_act_type":"2022-12-19","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-19","number_of_passed_courses":"4","pds_october":"1","intcode":"21","blocnote":"lnc .4 nov 2025  n'est plus en poste depuis 3 ans","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T10:29:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","pds_november":"1","old_int_code":"16","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00932","npi_email_temp":"candygcruz@gmail.com","pcl_completion_date_5":"2024-07-24","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"30513","email":"dorotha@davislandscaping.com","first_name":"Dorotha","last_name":"McGlashan","phone":"6138388744","orgname":"M. Davis Landscape & Design Inc.","customer_acct_name":"M. Davis Landscape & Design 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":"L25O00517","individual_id":"334980","full_name":"Dorotha McGlashan","language":"English","time_zone":"2","lead_status":"Refused","members_type":"CORP","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","area_code":"613","intcode":"21","dhmsfin_telemarketing_last_contacted_date":"2025-05-02T18:29:00-04:00","blocnote":"24 March 2025 VM\r\n02 May 2025 Someone in her team used to be a member  and she's not there anymore","notrenewednolongerinpayroll":"Yes","pipeline_2_members_only_ast":"","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25O00517","temp_intcode_for_auto_old_int_code":"21","organization_id":"295817","last_act_type":"2025-01-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dorotha@davislandscaping.com","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","company_paid_thru":"2024-11-30","corp_cancel_date":"2025-02-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33879","email":"samanthadimarco@live.ca","first_name":"Samantha","last_name":"Marco","phone":"9056604655","orgname":"Mircom Group of Companies","customer_acct_name":"Mircom Group of Companies","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"255558","full_name":"Samantha Di Marco","do_id":"L25A00350","language":"English","canceldate":"2023-11-02","time_zone":"2","area_code":"905","extension_phone_1":"8901","members_type":"AST","new_member_date_2":"2017-09-05","lead_status":"Refused","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","cpa_certification":"PCP","intcode":"21","blocnote":"03 June 2025 No longer by that name","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T16:14:00-04:00","old_int_code":"12","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A00350","temp_intcode_for_auto_old_int_code":"21","phone_2":"4169963536","last_infoline_date_type":"2019-08-07","last_act_type":"2022-01-11","pcl_status":"P","pcl_completion_date":"2018-01-07","pf1_status":"P","pf1_completion_date":"2018-04-22","pf2_status":"P","pf2_completion_date":"2018-12-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-01-17","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"samanthadimarco@live.ca","pcl_completion_date_5":"2023-01-07","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"33771","email":"treasurer@siouxlookout.ca","first_name":"Carly","last_name":"Collins","phone":"8077372700","orgname":"Municipality of Sioux Lookout","customer_acct_name":"Municipality of Sioux Lookout","tags":"npiAlert13, npiAlert14","ip4":"0.0.0.0","fields":{"do_id":"L25O00211","intcode":"01","language":"English","dhmsfin_telemarketing_last_contacted_date":"2025-02-19T10:28:00-05:00","lead_status":"Lapsed Member","time_zone":"2","area_code":"807","blocnote":"Jan 20 2025 survey completed\n 18 February 2025 VM\n 19 February 2025 They have already submitted the payment in October and renewed - NPI: 269927","zerobounce_reason":"do_not_mail","pipeline_1_lapsed_members":"Lapsed Members","full_name":"Carly Collins","members_type":"CORP","individual_id":"310677","region":"CDN","date_of_renewal_identification":"","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00211","temp_intcode_for_auto_old_int_code":"1","province":"ON","organization_id":"310678","pds_august":"1","pipeline_2_members_only_ast":"","pds_september":"1","last_act_type":"2023-04-14","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"treasurer@siouxlookout.ca","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34929","email":"cheryl@hostbookkeeping.com","first_name":"Cheryl","last_name":"Stafford","phone":"7808428122","orgname":"Host Bookkeeping Systems Inc.","customer_acct_name":"Host Bookkeeping Systems Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"335206","full_name":"Cheryl Stafford","members_type":"CORP","do_id":"L25O00828","lead_status":"Lapsed Member","coidnewmbrdate":"2022-03-14","city_1":"Duncan","province":"BC","language":"English","time_zone":"4","area_code":"780","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T11:19:00-04:00","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00828","temp_intcode_for_auto_old_int_code":"6","organization_id":"274190","last_act_type":"2024-07-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cheryl@hostbookkeeping.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-04-28","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33920","email":"silvialcarpenter@gmail.com","first_name":"Silvia","last_name":"Carpenter","phone":"7809483810","orgname":"SMS Equipment Inc.","customer_acct_name":"SMS Equipment Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"117810","full_name":"Silvia Carpenter","language":"English","canceldate":"2022-09-02","time_zone":"4","area_code":"780","members_type":"CORP","new_member_date_2":"2021-07-16","lead_status":"Not Relevant","no_email_solicitation":"False","pds_march":"5","pipeline_1_lapsed_members":"","province":"AB","organization_id":"24836","intcode":"99","blocnote":"June 3 2025 vm\r\nAug 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-20T12:32:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"5","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2507238","temp_intcode_for_auto_old_int_code":"99","pds_august":"5","phone_2":"7802214477","old_do_id":"LB2507238","old_int_code":"6","pds_september":"5","last_act_type":"2025-09-01","company_paid_thru":"2027-03-31","date_of_renewal_identification":"2025-10-08","pcl_status":"F","pcl_completion_date":"2021-11-14","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"silvialcarpenter@gmail.com","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34241","email":"a_tallas@apple.com","first_name":"Amy","last_name":"Tallas","phone":"5122696464","orgname":"Apple","customer_acct_name":"Apple","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"312702","full_name":"Amy Tallas","do_id":"L25A01185","language":"English","canceldate":"2024-07-03","time_zone":"3","area_code":"512","members_type":"AST","new_member_date_2":"2022-05-10","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"TX","intcode":"04","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 Feb 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-02-25T11:40:08-05:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A01185","temp_intcode_for_auto_old_int_code":"04","last_act_type":"2023-03-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"a_tallas@apple.com","aitm_status_called":"2026-02-25T11:40:08-05:00","number_of_call_attempts":"1","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","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","number_of_total_call_attempts":"1","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"34562","email":"darlene.hayes@mnp.ca","first_name":"Darlene","last_name":"Hayes","phone":"7807338612","orgname":"MNP LLP","customer_acct_name":"MNP LLP","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"288343","full_name":"Darlene Hayes","language":"English","canceldate":"2021-07-03","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2020-05-06","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"01","blocnote":"05 June 2025 Number not in service\n2026-05-08 Dial no answer, phone: +17807338612\n2026 May 08 contact declined to discuss membership renewal.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:51-04:00","old_int_code":"05","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A01051","temp_intcode_for_auto_old_int_code":"01","phone_2":"7808933839","last_act_type":"2020-05-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"darlene.hayes@mnp.ca","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:41:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_829f20ea9597a0dea0d194bea95","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_829f20ea9597a0dea0d194bea95","npi_transcriptsummary":"The agent called Darlene to discuss her lapsed Associate membership with the National Payroll Institute and to ask about her membership experience. Darlene declined to continue the conversation politely and ended the call.","aitm_callsummarytitle":"Membership Renewal Declined","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact declined to discuss membership renewal.","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","old_do_id":"L25A01051","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34120","email":"dominiquelambert05@gmail.com","first_name":"Dominique","last_name":"Lambert","phone":"5147644700","orgname":"Cogeco Connexion Inc","customer_acct_name":"Cogeco Connexion Inc","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"161524","full_name":"Dominique Lambert","language":"French","canceldate":"2024-05-02","time_zone":"2","area_code":"514","members_type":"CORP","new_member_date_2":"2019-02-27","lead_status":"Not Relevant","no_email_solicitation":"False","pds_march":"4","pipeline_1_lapsed_members":"","province":"QC","organization_id":"11356","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"4","intcode":"99","blocnote":"21 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-21T09:30:00-04:00","temp_do_id_for_auto_old_do_id":"LB2504983","temp_intcode_for_auto_old_int_code":"99","pds_august":"4","phone_2":"4506517447","old_do_id":"LB2504983","old_int_code":"6","pds_september":"4","last_infoline_date_type":"2020-01-22","last_act_type":"2024-07-03","company_paid_thru":"2026-11-30","number_of_passed_courses":"0","pds_october":"4","paid_thru":"2026-11-30","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"dominiquelambert05@gmail.com","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34748","email":"sathiya@computek.edu","first_name":"Sathiyaluckshmy","last_name":"Sasidharan","phone":"4162859941","orgname":"Computek College","customer_acct_name":"Computek College","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"74518","full_name":"Sathiyaluckshmy Sasidharan","do_id":"L25A00563","language":"English","canceldate":"2021-05-04","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2007-01-02","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"16","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 Hung up\n2026-05-08 invalid phone destination, phone: +14162859941\n2026-05-08 invalid phone destination, phone: +14167555603","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:26-04:00","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A00563","temp_intcode_for_auto_old_int_code":"16","phone_2":"4167555603","old_int_code":"08","last_act_type":"2025-04-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-06-06","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"sathiya@computek.edu","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:47-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_493baa9c238c22a15233f32ad98","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_493baa9c238c22a15233f32ad98"}},"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, TMAI","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":"16","blocnote":"June 4 2025 The receptionist said she can not transfer call have to email\n2026 May 08 call reached gatekeeper, did not speak with Zachary, no renewal discussion.\n2026 May 11 call reached automated system, no human contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:48-04:00","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A00377","temp_intcode_for_auto_old_int_code":"16","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","latest_paid_thru":"2023-06-30","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent attempted to reach Zachary but was met with an automated system message from Paycom and did not reach a human. The call ended shortly after with no conversation taking place.","aitm_callsummarytitle":"Call reached automated system, no human contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not confirm identity or engage in membership discussion.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"08","astotherreasonsnottorenew":"Contact did not engage to provide reason.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3db001610440946011102e44578","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3db001610440946011102e44578","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"34289","email":"nova.bovan@rimowa.com","first_name":"Novadinka","last_name":"Bovan","phone":"5196531445","orgname":"Rimowa North America Inc.","customer_acct_name":"Rimowa North America Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"276071","full_name":"Novadinka Bovan","do_id":"L25A00972","language":"English","canceldate":"2022-07-05","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2019-05-16","lead_status":"Refused","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"21","blocnote":"june 5 2025 she no longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T14:23:00-04:00","old_int_code":"12","pds_july":"2","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25A00972","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","phone_2":"5198075444","pds_september":"2","last_infoline_date_type":"2021-03-19","last_act_type":"2021-12-08","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"nova.bovan@rimowa.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"30495","email":"marika.barry1@sympatico.ca","first_name":"Marika","last_name":"Barry","phone":"5142288740","orgname":"FYidoctors","customer_acct_name":"FYidoctors","tags":"250214 NPI Emails to recovered and need to update AC, 250305 Gil Lapsed Update before sending TM, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"293004","full_name":"Marika Barry, PCP","language":"English","time_zone":"2","lead_status":"Renewed Lapsed","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","province":"QC","area_code":"514","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:52:00-04:00","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 \/ 22 September 2025 VM\r\nLF \/ 29 September 2025 VM\r\nLF \/ 31 October 2025 VM","date_of_renewal_identification":"2026-05-28","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2506305","temp_intcode_for_auto_old_int_code":"99","organization_id":"265307","cert_status":"ACTIVE","cpa_certification":"PCP","phone_2":"5148925307","old_int_code":"06","last_infoline_date_type":"2025-07-25","last_act_type":"2026-12-01","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2022-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-12-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506305","old_do_id":"L25O00491","npi_email_temp":"marika.barry1@sympatico.ca","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35240","email":"aepsomiadis@myseneca.ca","first_name":"Alexis","last_name":"Psomiadis","phone":"7809019299","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Alexis Psomiadis","language":"English","canceldate":"2024-03-02","time_zone":"4","area_code":"780","members_type":"CAND","new_member_date_2":"2023-01-19","phone_2":"7809019299","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313173","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C02446","last_act_type":"2025-06-26","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"F","pf1_completion_date":"2023-04-30","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T17:54:00-05:00","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_do_id":"L25C02446","old_int_code":"06","npi_email_temp":"aepsomiadis@myseneca.ca","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"34180","email":"yfleming@hotmail.com","first_name":"Yvonne","last_name":"Fleming","phone":"3474296008","orgname":"Etsy","customer_acct_name":"Etsy","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"265942","full_name":"Yvonne Fleming","do_id":"L25A00941","language":"English","canceldate":"2022-10-04","time_zone":"2","area_code":"347","members_type":"AST","new_member_date_2":"2018-08-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"NY","intcode":"06","blocnote":"june 5 2025 vm\r\nLN Sept 22 2025 line busy\n2026-05-08 invalid phone destination, phone: +13474296008\n2026 May 08 call reached voicemail, no human answer\n2026-05-11 invalid phone destination, phone: +13474296008\n2026 May 11 call reached voicemail, no human interaction\n2026-05-13 invalid phone destination, phone: +13474296008\n2026 May 13 call reached voicemail, no human interaction\n2026-05-15 invalid phone destination, phone: +13474296008\n2026 May 15 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A00941","temp_intcode_for_auto_old_int_code":"06","phone_2":"9736242314","old_int_code":"08","last_infoline_date_type":"2022-03-08","last_act_type":"2024-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"yfleming@hotmail.com","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7744c14d00857f52c62c73a0b57","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7744c14d00857f52c62c73a0b57","npi_transcriptsummary":"The call was not answered by a human and went to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
{"contact":{"id":"34446","email":"barber-alex@outlook.com","first_name":"Alexandra","last_name":"Barber","phone":"6048450973","orgname":"Alexandra Barber Bookkeeping Services","customer_acct_name":"Alexandra Barber Bookkeeping Services","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"284520","full_name":"Alexandra Barber","do_id":"L25A01017","language":"English","canceldate":"2021-11-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2020-09-11","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 voicemail reached, no conversation\n2026 May 13 call started, agent introduced, first question asked, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T16:06:43-04:00","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25A01017","temp_intcode_for_auto_old_int_code":"15","phone_2":"6048450973","last_act_type":"2020-11-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"barber-alex@outlook.com","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31","called_by":"Tri","aitm_status_called":"2026-05-13T16:06:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent reached Alexandra 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 for membership, 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":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d10cf93c67c6f519b89c15e717f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d10cf93c67c6f519b89c15e717f","old_int_code":"6","number_of_calls_reached":"1"}},"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":"2020-02-04","last_conf_date_type":"2016-06-15","last_act_type":"2023-03-07","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","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"9247","email":"anureetr@hotmail.com","first_name":"Anureet","last_name":"Randhawa","phone":"9055885901","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":"Anureet Randhawa","language":"English","origin":"Lapsed Spring 2024","individual_id":"316811","area_code":"905","region":"CDN","lead_status":"Refused","old_do_id":"L25C06421","time_zone":"2","province":"AB","members_type":"CAND","phone_2":"9055885901","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":"2025-12-16T15:36:00-05:00","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":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","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":"2024-03-02","paid_thru":"2023-12-31","new_member_date_2":"2023-01-06","temp_do_id_for_auto_old_do_id":"L25C06421","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-04-16","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-08-27","pf2_status":"P","pf2_completion_date":"2023-11-27","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":"anureetr@hotmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"33628","email":"jsoniiya@gmail.com","first_name":"Soniiya","last_name":"Jahangir","phone":"9059494411","orgname":"Closing the Gap Healthcare","customer_acct_name":"Closing the Gap Healthcare","tags":"250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"individual_id":"333295","full_name":"Soniiya Jahangir","members_type":"CAND","do_id":"L25C00588","lead_status":"Refused","new_member_date_2":"2024-01-26","city_1":"Mississauga","time_zone":"2","province":"ON","language":"English","phone_2":"6479160688","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"16 April 2025 no one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-04-16T15:59:00-04:00","intcode":"99","old_do_id":"12","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"L25C00588","temp_intcode_for_auto_old_int_code":"99","old_int_code":"21","last_act_type":"2025-03-09","pcl_status":"P","pcl_completion_date":"2024-05-06","pf1_status":"P","pf1_completion_date":"2024-09-23","pf2_status":"P","pf2_completion_date":"2025-01-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-07-31","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"jsoniiya@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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":"2023-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"acharest@mazoutbelanger.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"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, TMAI","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\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 voicemail reached, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 voicemail reached, no human interaction\n2026 May 19 call reached voicemail - no human interaction\n2026 May 21 call reached voicemail\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:07-04:00","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","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:07-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was an outbound attempt to reach Donna, but it went to voicemail and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_32bc1393194ed1deea443ccdb8c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_32bc1393194ed1deea443ccdb8c"}},"seriesid":"163"}
{"contact":{"id":"35015","email":"rdcaqa@hotmail.com","first_name":"Robert","last_name":"Dicaire","phone":"5145459573","orgname":"R2D1 Inc","customer_acct_name":"R2D1 Inc","tags":"npiPartnerAccount, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Robert Dicaire, F.NPI","language":"French","canceldate":"2023-08-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2008-06-01","phone_2":"5145459573","province":"QC","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"20445","paid_thru":"2023-05-31","intcode":"99","blocnote":"LN .  15 SEPT 2025 DEJA MEMBRE","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T11:18:00-04:00","temp_do_id_for_auto_old_do_id":"LB2506917","temp_intcode_for_auto_old_int_code":"99","pipeline_2_members_only_ast":"","old_do_id":"L25A01371","old_int_code":"13","last_infoline_date_type":"2022-12-22","last_conf_date_type":"2021-06-09","last_act_type":"2026-04-13","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506917","npi_email_temp":"rdcaqa@hotmail.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"30260","email":"nxavier@balcan.com","first_name":"Nayanka","last_name":"Xavier","phone":"5143512125","orgname":"Oldcastle Building Products","customer_acct_name":"Oldcastle Building Products","tags":"250205 AST Members, LER_dummy, AI Contacts sent to TM 2026","ip4":"127.0.0.1","fields":{"do_id":"AST02371","full_name":"Nayanka Xavier","members_type":"AST","city_1":"Montr\u00e9al","province":"QC","language":"French","phone_2":"5148125118","lead_status":"Renewed AST","new_member_date_2":"2021-04-12","pipeline_2_members_only_ast":"Ongoing member to be called","area_code":"514","time_zone":"2","individual_id":"214064","intcode":"06","blocnote":"ai.13 nov 2025 bv\r\n20 nov 2025 bv\r\n25 nov 2025 bvc","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T10:45:47-05:00","pipeline_1_lapsed_members":"Renewed lapsed","pds_may":"1","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"AST02371","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","extension_phone_1":"34349","last_infoline_date_type":"2026-04-22","last_act_type":"2026-04-22","email2":"nxavier2910@gmail.com","date_of_renewal_identification":"2025-10-15","old_do_id":"L25A01761","telemarketing_call_date":"2025-11-25","pcl_status":"P","pcl_completion_date":"2013-08-12","pf1_status":"P","pf1_completion_date":"2014-01-22","pf2_status":"P","pf2_completion_date":"2017-05-14","number_of_passed_courses":"3","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"nxavier@balcan.com","pcl_completion_date_5":"2018-08-12","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"35270","email":"loveosadebe@gmail.com","first_name":"Love","last_name":"Osadebe","phone":"9054654500","orgname":"Algonquin Power & Utilities Corp.","customer_acct_name":"Algonquin Power & Utilities Corp.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Love Osadebe","language":"English","canceldate":"2024-04-02","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","do_id":"","new_member_date_2":"2021-02-11","cert_status":"ACTIVE","phone_2":"4168056030","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"297868","organization_id":"43485","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C01456","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-01-30","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2022-01-02","pf2_status":"P","pf2_completion_date":"2022-04-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-06-13","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"loveosadebe@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","corp_cancel_date":"2002-04-29","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01456","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34385","email":"wandaplamondon@icloud.com","first_name":"Wanda","last_name":"Plamondon","phone":"7805207391","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"315961","full_name":"Wanda Lee Plamondon","do_id":"L25A01220","language":"English","canceldate":"2023-07-06","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2022-08-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 She never used the membership\n2026 May 08 call reached role-based number, digit 3 pressed, call ended without conversation\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call disconnected early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T11:36:43-04:00","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A01220","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2023-06-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"wandaplamondon@icloud.com","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-13T11:36:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called and asked to speak with Wanda, but the call was very short and ended abruptly without further conversation.","aitm_callsummarytitle":"Call ended abruptly after initial greeting","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f90d7c3b7a2047b4624a0728614","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f90d7c3b7a2047b4624a0728614","number_of_calls_reached":"2","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"34067","email":"oroach@nls.ca","first_name":"Odette","last_name":"Roach","phone":"9053640033","orgname":"National Logistics Services Inc.","customer_acct_name":"National Logistics Services Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"141116","full_name":"Odette Roach","do_id":"L25A00394","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"905","extension_phone_1":"7183","members_type":"AST","new_member_date_2":"2009-10-28","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"12","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"05","blocnote":"04 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail system, no human contact\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 voicemail reached, message left\n2026-05-11 Dial no answer, phone: +19052757392\n2026 May 13 call reached voicemail, no human answered\n2026-05-13 Dial no answer, phone: +19052757392\n2026 May 15 call reached voicemail, no human contact\n2026-05-15 Dial no answer, phone: +19052757392","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:43-04:00","pds_july":"12","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A00394","temp_intcode_for_auto_old_int_code":"05","pds_august":"12","phone_2":"9052757392","pds_september":"12","last_infoline_date_type":"2022-07-20","last_act_type":"2023-02-11","number_of_passed_courses":"0","pds_october":"12","trc":"False","wera":"False","pds_november":"12","npi_email_temp":"oroach@nls.ca","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:46-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was answered by an automated system (Avaya IP Office) and did not reach the intended contact, Odette. No conversation with a human took place.","aitm_callsummarytitle":"Call reached voicemail, no human contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_dea0147d37e48d06dd34f03b20a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_dea0147d37e48d06dd34f03b20a","old_int_code":"06"}},"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":"30533","email":"candidedevoltaire202222222222@gmail.com","first_name":"Dummy","last_name":"5","phone":"5149922574","orgname":"","customer_acct_name":"","tags":"dummy","ip4":"127.0.0.1","fields":{"members_type":"","dhmsfin_telemarketing_last_contacted_date":"2025-04-12T01:04:00-04:00","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","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":"01","sendapplicationform":"2025-03-18T22:49:00-04:00","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","sendpreexpirationemail":"2025-03-18T22:49:00-04:00","time_zone":"2","area_code":"514","lead_status":"Not Relevant","temp_intcode_for_auto_old_int_code":"1","do_id":"LB2504617","temp_do_id_for_auto_old_do_id":"LB2504617","npi_email_temp":"candidedevoltaire202222222222@gmail.com"}},"seriesid":"163"}
{"contact":{"id":"33906","email":"mengyiliu9@gmail.com","first_name":"Mengyi","last_name":"Liu","phone":"6479790929","orgname":"Maki Zushi","customer_acct_name":"Maki Zushi","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"297213","full_name":"Mengyi Liu","do_id":"L25A01106","language":"English","canceldate":"2022-03-02","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2021-01-29","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"03 June 2025 He was busy at University - he said couldn't talk - will try later\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached wrong person, no callback date provided\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no human interaction\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call lasted 6 seconds, minimal interaction, no renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25A01106","temp_intcode_for_auto_old_int_code":"15","phone_2":"6479790929","last_act_type":"2021-01-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mengyiliu9@gmail.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:06-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"13","npi_transcriptsummary":"The call was very brief with minimal interaction, ending shortly after the agent asked if they were speaking with Mengyi.","aitm_callsummarytitle":"Brief call, no renewal discussion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_61f43cfbdbf95c9265b7f7ddf2d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_61f43cfbdbf95c9265b7f7ddf2d","mini_nps":"3","old_int_code":"06","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"33842","email":"mhpelletier@idealprotein.com","first_name":"Marie-H\u00e9l\u00e8ne","last_name":"Jacques-Pelletier","phone":"4189515143","orgname":"Laboratoires C.O.P. Inc.","customer_acct_name":"Laboratoires C.O.P. Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"295164","full_name":"Marie-H\u00e9l\u00e8ne Jacques-Pelletier","do_id":"L25A01093","language":"French","canceldate":"2023-08-02","time_zone":"2","area_code":"418","members_type":"AST","new_member_date_2":"2021-06-11","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2023-05-31","intcode":"06","blocnote":"18 aout 2025 bv\n2026 May 08 call reached voicemail, no human answer\n2026 May 08 call reached voicemail, no contact with Marie-H\u00e9l\u00e8ne","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:49-04:00","temp_do_id_for_auto_old_do_id":"L25A01093","temp_intcode_for_auto_old_int_code":"6","phone_2":"4189515143","last_infoline_date_type":"2022-10-26","last_act_type":"2022-10-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mhpelletier@idealprotein.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:26:42-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent attempted to reach Marie-H\u00e9l\u00e8ne but was met with a voicemail message and no direct conversation 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","session_id":"call_363b4cc0cc527c1a0d533f60a82","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_363b4cc0cc527c1a0d533f60a82","mini_nps":"3"}},"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, npiAlert20, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25A03084","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":"Lapsed Member","last_engaged_date":"2025-10-27","old_do_id":"AST1627","time_zone":"2","members_type":"AST","pipeline_1_lapsed_members":"Lapsed Members","city_1":"Ottawa","date_of_renewal_identification":"","pipeline_2_members_only_ast":"","new_member_date_2":"2025-03-04","canceldate":"2026-05-02","no_email_solicitation":"False","pds_march":"1","intcode":"02","blocnote":"June 2 2026 Survey completed . Sent  webinar and renewal emails\r\n\r\nMay 4 2026 no answer  MAy 6 2026 vm\r\nMay 8 2026 vm  May 12 2026 vm\r\nMay 15 2026 vm  May 21 2026 vm  May 25 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-02T10:31:00-04:00","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":"L25A03084","temp_intcode_for_auto_old_int_code":"02","pds_september":"1","last_infoline_date_type":"2022-07-06","last_act_type":"2025-04-03","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":"NA","testimonialagree":"No","testimonialrefusal":"","old_int_code":"05","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","latest_paid_thru":"2026-02-28","onesentencenotrenewed":"Contact not available, call answered by another person who said Anne is not available.","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":"N\/A","ln_entered_date":"2026-05-03","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:23-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3f273dd9b8bb077f5c7913dfd0d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3f273dd9b8bb077f5c7913dfd0d","npi_transcriptsummary":"The call was answered by Anne's voicemail after a brief greeting from the agent. No conversation took place as the call was disconnected due to voicemail.","aitm_callsummarytitle":"Voicemail reached, no conversation","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","initialvalue":"Other","astotherreasonsnottorenew":"Contact not reached, call answered by someone else.","age_range":"Preferred not to say","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-06-02T10:29:00-04:00","sendapxapplicationform":"2026-06-02T10:30:00-04:00"}},"seriesid":"163"}
{"contact":{"id":"34057","email":"cchoquette@conceptfixtures.com","first_name":"Carole","last_name":"Choquette","phone":"8445823017","orgname":"CSF International Inc.","customer_acct_name":"CSF International Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"302914","full_name":"Carole Choquette","do_id":"L25A01142","language":"French","canceldate":"2022-09-02","time_zone":"2","area_code":"450","members_type":"AST","new_member_date_2":"2021-07-08","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2022-06-30","blocnote":"ok completer 18 aout 2025\n2026 May 08 contact not available, no new contact info for Carole Choquette","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:59-04:00","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":"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":"0","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A01142","temp_intcode_for_auto_old_int_code":"08","last_infoline_date_type":"2022-02-06","last_act_type":"2022-02-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cchoquette@conceptfixtures.com","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:59-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Carole Choquette regarding her membership with the National Payroll Institute but was informed by the receptionist that Carole no longer works at the company and no new contact information was available. The call ended politely 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","session_id":"call_7c3fea426073bb6b542b7c02c0d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7c3fea426073bb6b542b7c02c0d","number_of_calls_reached":"1","phone_2":"4505823017"}},"seriesid":"163"}
{"contact":{"id":"33692","email":"michellem72@hotmail.ca","first_name":"Michelle","last_name":"Visser","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"310184","full_name":"Michelle Visser","members_type":"CAND","do_id":"L25C00652","lead_status":"Refused","new_member_date_2":"2022-02-15","city_1":"Brockville","time_zone":"2","province":"ON","language":"English","phone_2":"6132461726","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":"L25C00652","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-02","pcl_status":"P","pcl_completion_date":"2023-04-09","pf1_status":"P","pf1_completion_date":"2023-09-13","pf2_status":"P","pf2_completion_date":"2023-11-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"michellem72@hotmail.ca","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"33836","email":"missriske@hotmail.com","first_name":"Sarah","last_name":"Riske","phone":"6046853888","orgname":"Mosaic Homes","customer_acct_name":"Mosaic Homes","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"102913","full_name":"Sarah Riske","do_id":"L25A00592","language":"English","canceldate":"2021-03-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2019-01-17","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"16","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026 May 08 no contact named Sarah Riske at the number","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:06:44-04:00","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A00592","temp_intcode_for_auto_old_int_code":"16","phone_2":"6043603038","last_infoline_date_type":"2019-02-19","last_act_type":"2019-12-27","pcl_status":"P","pcl_completion_date":"2019-08-14","pf1_status":"P","pf1_completion_date":"2019-12-23","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"missriske@hotmail.com","pcl_completion_date_5":"2024-08-14","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Sarah Riske but was informed that no one by that name was available at the number. The call ended shortly after with no further conversation.","aitm_callsummarytitle":"No contact with Sarah Riske","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No one by the name Sarah Riske is available at this number.","initialvalue":"Other","othermemberbenefit":"No contact made to determine","old_int_code":"08","astotherreasonsnottorenew":"No contact found at the number.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8dcf0f6d104b54982f826bf41de","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8dcf0f6d104b54982f826bf41de","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34887","email":"nazia.naqvi@ingenico.com","first_name":"Nazia","last_name":"Naqvi","phone":"2892595333","orgname":"Ingenico Canada Ltd.","customer_acct_name":"Ingenico Canada Ltd.","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"full_name":"Nazia Naqvi","members_type":"CORP","organization_id":"301568","coidnewmbrdate":"2021-05-25","city_1":"Mississauga","province":"ON","language":"English","lead_status":"Lapsed Member","time_zone":"2","area_code":"289","phone_2":"6475274589","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"254880","paid_thru":"2026-01-31","pds_august":"1","pds_september":"1","last_infoline_date_type":"2025-04-30","last_act_type":"2025-04-30","company_paid_thru":"2026-01-31","number_of_passed_courses":"0","pds_october":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pds_november":"1","do_id":"L25O05307","temp_do_id_for_auto_old_do_id":"L25O05307","npi_email_temp":"nazia.naqvi@ingenico.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-03","old_do_id":"LB2506604","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","corp_cancel_date":"2026-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33741","email":"sfitzgerald@ptbohousingcorp.ca","first_name":"Sondra","last_name":"Fitzgerald","phone":"7057420439","orgname":"Peterborough Housing Corp.","customer_acct_name":"Peterborough Housing Corp.","tags":"WR250430, Members from extract, moveToDeleted","ip4":"127.0.0.1","fields":{"full_name":"Sondra Fitzgerald","members_type":"CORP","lead_status":"Lapsed Member","organization_id":"211536","coidnewmbrdate":"2019-02-13","city_1":"Peterborough","time_zone":"2","province":"ON","language":"English","found":"DO4 Email","date_of_renewal_identification":"","area_code":"705","individual_id":"211541","pipeline_1_lapsed_members":"Lapsed Members","intcode":"99","paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25O05305","temp_intcode_for_auto_old_int_code":"99","company_paid_thru":"2026-01-31","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"L25O05305","old_do_id":"LB2507148","npi_email_temp":"sfitzgerald@ptbohousingcorp.ca","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-03","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","corp_cancel_date":"2026-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34355","email":"krsbusiness.roxanne@gmail.com","first_name":"Roxanne","last_name":"Skiffington","phone":"6047936303","orgname":"KRS Business Services","customer_acct_name":"KRS Business Services","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"280779","full_name":"Roxanne Skiffington","do_id":"L25A00991","language":"English","canceldate":"2022-11-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2019-09-17","lead_status":"Refused","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"21","blocnote":"June 5 2025 Refused with explanation She will be retiring soon.","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T16:33:00-04:00","onesentencenotrenewed":"I did not renew because I am retiring.","pds_july":"1","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A00991","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"6047957897","pds_september":"1","last_act_type":"2021-01-09","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"krsbusiness.roxanne@gmail.com","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"35321","email":"moghepallavi@gmail.com","first_name":"Pallavi","last_name":"Moghe","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Pallavi Moghe","language":"English","canceldate":"2024-06-20","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C00954","new_member_date_2":"2019-07-19","phone_2":"2046980787","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"278143","paid_thru":"2025-10-31","temp_do_id_for_auto_old_do_id":"L25C00954","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-04-17","pcl_status":"P","pcl_completion_date":"2019-11-18","pf1_status":"P","pf1_completion_date":"2021-06-14","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"moghepallavi@gmail.com","pcl_completion_date_5":"2024-11-18","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"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":"2025-02-10","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"34536","email":"winifred2k@yahoo.com","first_name":"Winifred","last_name":"Dike","phone":"2348032001","orgname":"MTN Nigeria Communications Limited","customer_acct_name":"MTN Nigeria Communications Limited","tags":"NPI LN sent to TM, International Phone","ip4":"127.0.0.1","fields":{"individual_id":"225136","full_name":"Winifred Dike, CIA, CFE","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"234","extension_phone_1":"203","members_type":"AST","new_member_date_2":"2014-05-05","lead_status":"Not Relevant","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"","cpa_certification":"PCP","intcode":"16","blocnote":"june 9 2025 vm\r\nLN \/ 25 September 2025 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-09-25T08:50:00-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"LB2507670","temp_intcode_for_auto_old_int_code":"16","phone_2":"2348030000","extension_phone_2":"0","old_int_code":"08","notrenewedother":"Phone cannot be recovered","last_act_type":"2024-06-05","pipeline_2_members_only_ast":"","old_do_id":"LB2507670","pcl_status":"P","pcl_completion_date":"2014-09-25","pf1_status":"P","pf1_completion_date":"2015-02-06","pf2_status":"P","pf2_completion_date":"2016-06-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-03-05","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"winifred2k@yahoo.com","date_of_renewal_identification":"","ln_entered_date":"2026-01-26","pcl_completion_date_5":"2019-09-25","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"33691","email":"aje_esin@hotmail.com","first_name":"Aje","last_name":"Tuncer","phone":"6132188692","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":"333862","full_name":"Aje Tuncer","members_type":"CAND","do_id":"L25C00651","lead_status":"Lapsed Member","new_member_date_2":"2024-01-30","city_1":"Ottawa","time_zone":"2","province":"ON","language":"English","phone_2":"6132188692","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00651","last_act_type":"2024-06-02","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:27:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"aje_esin@hotmail.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"34122","email":"ssivakumar@childdevelop.ca","first_name":"Sivasamy","last_name":"Sivakumar","phone":"4166031827","orgname":"Child Development Institute","customer_acct_name":"Child Development Institute","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"227641","full_name":"Sivasamy Sivakumar","do_id":"L25A00407","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"416","extension_phone_1":"2219","members_type":"AST","new_member_date_2":"2022-08-09","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"16","blocnote":"June 4 2025 vm\n2026 May 08 call reached wrong person, no Sivasamy at this number","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:52-04:00","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A00407","temp_intcode_for_auto_old_int_code":"16","phone_2":"6472683019","last_act_type":"2022-09-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ssivakumar@childdevelop.ca","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:52-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Sivasamy Sivakumar but reached a person who confirmed that Sivasamy is not available and they do not know anyone by that name. The agent ended the call after confirming the information would be double-checked.","aitm_callsummarytitle":"Wrong Contact Reached, No Sivasamy","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6454549ab442131e5f6117993c8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6454549ab442131e5f6117993c8","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33704","email":"michelle.com@vancouver.ca","first_name":"Michelle","last_name":"Com","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":"326404","full_name":"Michelle Com","members_type":"CORP","do_id":"L25O00721","lead_status":"Refused","coidnewmbrdate":"2012-02-21","city_1":"Vancouver","time_zone":"5","province":"BC","language":"English","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"30 May 2025 - she doesn't work there anymore and the one in payroll can only be reached through e-mail","dhmsfin_telemarketing_last_contacted_date":"2025-05-30T13:58:00-04:00","old_int_code":"12","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00721","temp_intcode_for_auto_old_int_code":"21","organization_id":"195566","last_act_type":"2023-06-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"michelle.com@vancouver.ca","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34902","email":"eligris@matrox.com","first_name":"Effie","last_name":"Ligris","phone":"5148226000","orgname":"Matrox Central Services","customer_acct_name":"Matrox Central Services","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Effie Ligris","members_type":"CORP","organization_id":"346944","coidnewmbrdate":"2025-01-29","city_1":"Dorval","province":"QC","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","extension_phone_1":"2414","area_code":"514","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"346945","paid_thru":"2027-01-31","last_infoline_date_type":"2026-03-30","last_act_type":"2026-03-30","company_paid_thru":"2027-01-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2505069","temp_do_id_for_auto_old_do_id":"LB2505069","npi_email_temp":"eligris@matrox.com","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"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":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"268812","full_name":"Hope Dicaire","members_type":"CORP","do_id":"","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","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":"2025-10-06","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","latest_paid_thru":"2026-05-31","corp_cancel_date":"2007-05-02","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00163","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35316","email":"tethan1989@gmail.com","first_name":"Ethan","last_name":"Thomas","phone":"3069213944","orgname":"Kinistin Saulteaux Nation","customer_acct_name":"Kinistin Saulteaux Nation","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ethan Thomas","language":"English","canceldate":"2023-11-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C02711","new_member_date_2":"2022-08-31","phone_2":"3069213944","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315023","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":"L25C02711","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-31","pcl_status":"F","pcl_completion_date":"2023-01-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tethan1989@gmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"34906","email":"sunita@aolmississauga.com","first_name":"Sunita","last_name":"Vyas","phone":"9052736788","orgname":"Academy of Learning - Mississauga East","customer_acct_name":"Academy of Learning - Mississauga East","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Sunita Vyas","members_type":"CORP","organization_id":"85803","coidnewmbrdate":"2007-11-22","city_1":"Mississauga","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"905","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"95149","paid_thru":"2026-10-31","last_act_type":"2026-05-02","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":"L25O04559","temp_do_id_for_auto_old_do_id":"L25O04559","pipeline_2_members_only_ast":"","old_do_id":"LB2507367","npi_email_temp":"sunita@aolmississauga.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34000","email":"lesley@scandinaveblue.com","first_name":"Lesley","last_name":"Cederberg","phone":"8779888484","orgname":"Scandinave Spa Blue Mountain","customer_acct_name":"Scandinave Spa Blue Mountain","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"131997","full_name":"Lesley Cederberg","do_id":"L25A00629","language":"English","canceldate":"2022-08-03","time_zone":"2","area_code":"705","members_type":"AST","new_member_date_2":"2011-06-01","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"0","blocnote":"June 4 2025 vm\r\nAug 21 2025 vm\n2026 May 08 call attempted to reach contact at Group Scandinave but no match found, call ended","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:36-04:00","pds_july":"1","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25A00629","temp_intcode_for_auto_old_int_code":"08","pds_august":"1","phone_2":"7054438484","pds_september":"1","last_act_type":"2021-05-18","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"lesley@scandinaveblue.com","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:36-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call attempted to reach a contact at Group Scandinave by entering a numeric code multiple times, but no matching person was found. The agent ended the call after repeated unsuccessful attempts to locate the contact.","aitm_callsummarytitle":"Contact Not Found at Group Scandinave","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1aeddeaa0712ae4fb59dbf9c372","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1aeddeaa0712ae4fb59dbf9c372","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34885","email":"mliverpool@banyansoftware.com","first_name":"Martha","last_name":"Liverpool","phone":"6472866971","orgname":"Banyan Software Canada Inc","customer_acct_name":"Banyan Software Canada Inc","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"159641","full_name":"Martha Liverpool, PLP","members_type":"PRO","coidnewmbrdate":"2025-02-05","city_1":"Halton Hills","language":"English","lead_status":"Refused","time_zone":"2","area_code":"647","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","pds_july":"6","pds_august":"6","phone_2":"6478031422","pds_september":"6","last_act_type":"2026-04-23","company_paid_thru":"2027-01-31","number_of_passed_courses":"4","pds_october":"6","intcode":"21","temp_intcode_for_auto_old_int_code":"21","trc":"False","wera":"False","pds_november":"6","temp_do_id_for_auto_old_do_id":"LB2506486","pipeline_2_members_only_ast":"","old_do_id":"LB2506486","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_int_code":"99","npi_email_temp":"mliverpool@banyansoftware.com","pcl_completion_date_5":"2015-02-21","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","canceldate":"2018-06-01","new_member_date_2":"2009-10-02","paid_thru":"2026-01-31","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2010-02-21","pf1_status":"P","pf1_completion_date":"2010-07-20","pf2_status":"P","pf2_completion_date":"2011-05-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-08-19","province":"ON"}},"seriesid":"163"}
{"contact":{"id":"34709","email":"norm@taxone.ca","first_name":"Norm","last_name":"Eady","phone":"8076210199","orgname":"Tax One Corp.","customer_acct_name":"Tax One Corp.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"327833","full_name":"Norm Eady","do_id":"L25A01302","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"807","members_type":"AST","new_member_date_2":"2023-08-10","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human answer\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:07-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25A01302","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2026-01-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"norm@taxone.ca","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:07-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_25c147e3e3477fb62d1ed6b7ac1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_25c147e3e3477fb62d1ed6b7ac1"}},"seriesid":"163"}
{"contact":{"id":"34022","email":"letourneau.a@hotmail.com","first_name":"Anne","last_name":"L\u00e9tourneau","phone":"8198372421","orgname":"Waterville TG Inc.","customer_acct_name":"Waterville TG Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"254206","full_name":"Anne L\u00e9tourneau","do_id":"L25A00894","language":"French","canceldate":"2025-01-07","time_zone":"2","area_code":"819","members_type":"AST","new_member_date_2":"2022-11-10","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"4","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"4","paid_thru":"2024-10-31","intcode":"03","blocnote":"18 aout 2025 bv\n2026 May 08 call reached automated system, unable to reach Anne","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:35-04:00","temp_do_id_for_auto_old_do_id":"L25A00894","temp_intcode_for_auto_old_int_code":"03","pds_august":"4","phone_2":"4183327788","pds_september":"4","last_infoline_date_type":"2024-03-15","last_act_type":"2026-08-01","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"letourneau.a@hotmail.com","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:35-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Anne but encountered an automated phone system requiring navigation through a menu and name entry, which was unsuccessful. The call ended without reaching a human or completing the intended conversation.","aitm_callsummarytitle":"Call reached automated system, no human contact","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_227fe597804cd63158f5ba271b7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_227fe597804cd63158f5ba271b7"}},"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, 260522 Lapsed DEL","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":"2026-05-28","organization_id":"230853","canceldate":"2023-01-05","pds_july":"3","temp_do_id_for_auto_old_do_id":"LB2504593","pds_august":"3","pds_september":"3","last_infoline_date_type":"2026-05-03","last_act_type":"2026-05-03","company_paid_thru":"2027-03-31","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\/2027","latest_paid_thru":"2027-03-31","corp_cancel_date":"2017-02-02","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"9104","email":"tclarke@rcdos.ca","first_name":"Tanya","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":"L25O00340","province":"SK","full_name":"Tanya 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":"275087","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 14 2025 vm\r\nJuly 17 2025 vm\r\nLN Sept 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:06:00-05:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25O00340","temp_intcode_for_auto_old_int_code":"6","organization_id":"275086","last_act_type":"2023-12-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tclarke@rcdos.ca","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","company_paid_thru":"2023-03-31","corp_cancel_date":"2023-06-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34766","email":"fayerman@telus.net","first_name":"Sabrina","last_name":"Fayerman","phone":"4038017228","orgname":"R-Cat Oilfield Corp.","customer_acct_name":"R-Cat Oilfield Corp.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"83578","full_name":"Sabrina Fayerman","do_id":"L25A00569","language":"English","canceldate":"2021-12-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2011-10-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"13","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"06","blocnote":"June 10 2025 vm\r\nAug 28 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no conversation\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail - no direct contact\n2026 May 19 call reached voicemail of Sabrina Thames\n2026 May 21 call reached voicemail, no contact with Sabrina Thurman\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T17:07:17-04:00","pds_july":"13","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25A00569","temp_intcode_for_auto_old_int_code":"6","pds_august":"13","pds_september":"13","last_infoline_date_type":"2020-10-09","last_act_type":"2020-06-10","number_of_passed_courses":"0","pds_october":"13","trc":"False","wera":"False","pds_november":"13","npi_email_temp":"fayerman@telus.net","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","called_by":"Tri","aitm_status_called":"2026-05-25T17:07:17-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was an outbound attempt to reach Sabrina, but it went to voicemail without any conversation.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_42c40a88288c2bad972a3fa3afc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_42c40a88288c2bad972a3fa3afc"}},"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, TMAI","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":"15","blocnote":"june 2 2025 wrong number\n2026 May 08 call disconnected shortly after initial greeting, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:10-04:00","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A01336","temp_intcode_for_auto_old_int_code":"15","phone_2":"5149446400","canceldate":"2021-12-02","new_member_date_2":"2020-10-05","paid_thru":"2021-09-30","last_act_type":"2020-05-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"alekakiousis@gmail.com","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:10-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and ended shortly after the initial greeting and request to speak with Aleksandra. No further conversation or information exchange occurred.","aitm_callsummarytitle":"Brief call, no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d715ce82e7fea8994b436e7ecaf","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d715ce82e7fea8994b436e7ecaf","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33952","email":"maria1225ca@yahoo.ca","first_name":"Rong","last_name":"Yuan","phone":"4167771612","orgname":"Dr. Wendy C. Chan Psychology","customer_acct_name":"Dr. Wendy C. Chan Psychology","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"215482","full_name":"Rong Yuan","do_id":"L25A00367","language":"English","canceldate":"2021-07-03","time_zone":"2","area_code":"416","extension_phone_1":"1001","members_type":"AST","new_member_date_2":"2013-05-21","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"02","blocnote":"June 3 2025 vm\r\nAug 21 2025 vm\r\nLN Nov 19 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 contact confirmed satisfaction and renewal email sent - NPI# 33952","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:51-04:00","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A00367","temp_intcode_for_auto_old_int_code":"02","phone_2":"6477819226","last_infoline_date_type":"2018-02-20","last_act_type":"2020-10-27","pcl_status":"P","pcl_completion_date":"2015-12-21","pf1_status":"P","pf1_completion_date":"2013-08-29","pf2_status":"P","pf2_completion_date":"2014-12-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-01-07","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"maria1225ca@yahoo.ca","pcl_completion_date_5":"2020-12-21","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:32:16-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent successfully reached Rong and confirmed her identity. Rong expressed satisfaction with her NPI membership and confirmed she is already an Associate member. The agent sent an email with the renewal application form, and Rong acknowledged her long-term membership. The call ended positively with no issues.","aitm_callsummarytitle":"Successful renewal call with satisfied member","notrenewedwanttorenew":"Yes","mini_nps":"5","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_b854e8c2ce7f82859f9b7146695","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b854e8c2ce7f82859f9b7146695","sendapplicationform":"2026-05-08T12:09:00-04:00","initialvalue":"Stay Current","age_range":"46-60","old_int_code":"6"}},"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, TMAI","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":"06","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\n2026 May 08 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","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","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":"06","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":"No","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kaylab2008@gmail.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:46-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"2","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_af8783ea71350acec5b433f11f2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_af8783ea71350acec5b433f11f2"}},"seriesid":"163"}
{"contact":{"id":"34041","email":"habibatfatade@yahoo.ca","first_name":"Habibat","last_name":"Fatade","phone":"2049268094","orgname":"Winnipeg Regional Health Authority","customer_acct_name":"Winnipeg Regional Health Authority","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"302216","full_name":"Habibat Fatade, PCP","language":"English","canceldate":"2024-01-30","time_zone":"3","area_code":"204","members_type":"CORP","new_member_date_2":"2022-01-13","lead_status":"Not Relevant","no_email_solicitation":"False","cert_status":"ACTIVE","pipeline_1_lapsed_members":"","province":"MB","cpa_certification":"PCP","organization_id":"7241","intcode":"99","blocnote":"04 June 2025 VM\r\nLN \/ 15 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T12:58:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2505324","temp_intcode_for_auto_old_int_code":"99","phone_2":"2045837493","old_do_id":"LB2505324","old_int_code":"6","last_act_type":"2026-12-01","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"P","pf1_completion_date":"2022-09-25","pf2_status":"P","pf2_completion_date":"2023-01-19","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","npi_email_temp":"habibatfatade@yahoo.ca","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35223","email":"iamkirstyd@gmail.com","first_name":"Kirsty","last_name":"Burns","phone":"5193309413","orgname":"Tilray","customer_acct_name":"Tilray","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kirsty Burns","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C02700","new_member_date_2":"2022-07-26","phone_2":"5193309413","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314942","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C02700","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-26","pcl_status":"F","pcl_completion_date":"2022-10-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"iamkirstyd@gmail.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34110","email":"ksenia.zalujets@gmail.com","first_name":"Ksenia","last_name":"Zalujets","phone":"6473323348","orgname":"","customer_acct_name":"","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"262483","full_name":"Ksenia Zalujets","do_id":"L25A00920","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2018-04-11","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"June 4 2025 Number not in service.\n2026-05-08 invalid phone destination, phone: +16473323348\n2026 May 08 contact requested callback for renewal discussion on May 9 at 9 AM\n2026 May 09 call reached voicemail\n2026-05-11 invalid phone destination, phone: +16473323348\n2026 May 11 call went to voicemail\n2026-05-13 invalid phone destination, phone: +16473323348\n2026 May 13 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:08:25-04:00","old_int_code":"08","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A00920","temp_intcode_for_auto_old_int_code":"06","phone_2":"4162205783","last_act_type":"2024-03-26","pcl_status":"P","pcl_completion_date":"2018-07-03","pf1_status":"P","pf1_completion_date":"2018-12-17","pf2_status":"P","pf2_completion_date":"2019-05-06","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ksenia.zalujets@gmail.com","pcl_completion_date_5":"2023-07-03","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-13T14:21:45-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_874917b35846ec4107db95ec926","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_874917b35846ec4107db95ec926","npi_call_back_date_and_time":"2026-05-09T09:00:00-04:00","npi_call_back_time_hour":"09","npi_call_back_time_minute":"00","npi_transcriptsummary":"The call was very brief and disconnected after reaching voicemail, with no conversation taking place.","aitm_callsummarytitle":"Voicemail reached, no conversation","notrenewedwanttorenew":"No","mini_nps":"3","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No"}},"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, 260522 Lapsed DEL","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":"2026-10-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"melissa.holmes@gates.com","date_of_renewal_identification":"2026-05-28","old_int_code":"6","formatted_paid_thru":"31\/01\/2027","company_paid_thru":"2027-01-31","latest_paid_thru":"2027-01-31","corp_cancel_date":"2025-04-02","company_status":"A"}},"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, TMAI","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":"15","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 He is not payroll - couldn't answer questions\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call started, agent reached Victor, first question asked, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:48-04:00","temp_do_id_for_auto_old_do_id":"L25A01619","temp_intcode_for_auto_old_int_code":"15","old_int_code":"06","last_act_type":"2024-10-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vmakundi13@gmail.com","called_by":"Tri","aitm_status_called":"2026-05-08T13:36:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent successfully reached Victor and introduced the purpose of the call regarding his lapsed Associate membership with the National Payroll Institute. The agent began the survey by asking the first question about the initial value that drove Victor to become a member. The call ended shortly after the first question was asked.","aitm_callsummarytitle":"Initial Membership Value Question Asked","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_268e3dff93efe58622573e04131","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_268e3dff93efe58622573e04131","mini_nps":"3","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33865","email":"anderchuk.m@gmail.com","first_name":"Magdalena","last_name":"Anderchuk","phone":"6132303100","orgname":"Regional Group","customer_acct_name":"Regional Group","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"295442","full_name":"Magdalena Anderchuk","do_id":"L25A01097","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"613","members_type":"AST","new_member_date_2":"2020-12-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"june 3 2025 vm  Sept 5 2025 vm\n2026-05-08 invalid phone destination, phone: +16132303100\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 invalid phone destination, phone: +16132303100\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 invalid phone destination, phone: +16132303100\n2026 May 13 contact not available, requested callback later.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:28-04:00","pds_july":"2","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25A01097","temp_intcode_for_auto_old_int_code":"15","pds_august":"2","phone_2":"6132948582","pds_september":"2","last_infoline_date_type":"2024-09-27","last_conf_date_type":"2023-07-12","last_act_type":"2024-09-27","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"anderchuk.m@gmail.com","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-13T13:36:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_voicemaildetection":"No","usersentiment":"Negative","old_int_code":"08","retell_call_status":"ended","session_id":"call_ed4b494fa2842a91286ac98d9b1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ed4b494fa2842a91286ac98d9b1","npi_transcriptsummary":"The agent called Magdalena on behalf of the National Payroll Institute but the contact indicated it was not a good time to talk and asked to be called later. The call ended shortly after the contact's request.","aitm_callsummarytitle":"Contact requested callback later","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","onesentencenotrenewed":"Not a good time to talk, requested a callback later.","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"312452","full_name":"Wasiu Salami","language":"English","canceldate":"2023-06-02","time_zone":"3","area_code":"204","members_type":"AST","new_member_date_2":"2022-05-02","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"MB","intcode":"16","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 Wrong number\n2026 May 08 call reached office space, contact refused to connect to Wasiu and asked to remove number from database.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:47-04:00","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":"08","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","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Wasiu about his National Payroll Institute membership but reached an office space where the person refused to connect to Wasiu and requested their number be removed from the database. The call ended without further engagement or renewal discussion.","aitm_callsummarytitle":"Call reached wrong number, no renewal","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact refused to connect to Wasiu and asked to remove their number from the database.","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","old_do_id":"L25A01183","session_id":"call_53cc34a408bc8a59950c71a062c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_53cc34a408bc8a59950c71a062c","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30434","email":"sidvillars007@gmail.com","first_name":"Guy","last_name":"Trump","phone":"5149922574","orgname":"","customer_acct_name":"","tags":"dummy","ip4":"127.0.0.1","fields":{"value_help_with_complex":"No","value_stay_current":"Yes","value_course":"No","value_designation":"No","value_networking":"Yes","value_career":"Yes","value_promote_payroll":"No","value_discount_program":"No","notrenewednolongerinpayroll":"Yes","notrenewednotused":"No","notrenewedwanttorenew":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"Je devais le payer de ma poche","npivaluenotdelivered":"Yes","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"il me manquait du temps","engagingstrategiesspecify":"les webinaires","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"02","onesentencenotrenewed":"Ajout d'un commentaire associ\u00e9 au code int s\u00e9lectionn\u00e9 de 20 il est 2:02","sendapplicationform":"2025-03-09T08:42:00-04:00","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","othermemberbenefit":"NOUVEL AJOUT Q02I.....","members_type":"CAND","notrenewedleftcanada":"","dhmsfin_telemarketing_last_contacted_date":"2025-06-13T11:28:00-04:00","blocnote":"TEST FINAL APR\u00c8S SUCC\u00c8S DE 11 ET ENSUITE 22 VOICI LE CODE INT 01 il est 02:32","time_zone":"2","area_code":"514","lead_status":"Not Relevant","temp_intcode_for_auto_old_int_code":"2","regular_email_change_date":"2025-11-25T11:40:08-05:00","do_id":"LB2507234","temp_do_id_for_auto_old_do_id":"LB2507234","npi_email_temp":"sidvillars007@gmail.com"}},"seriesid":"163"}
{"contact":{"id":"9198","email":"michele_tux@hotmail.com","first_name":"Michele","last_name":"Gabrielli","phone":"9053280346","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07271","province":"ON","full_name":"Michele Gabrielli","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"298998","area_code":"905","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500899","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":"2021-03-15","temp_do_id_for_auto_old_do_id":"L25C07271","phone_2":"9053280346","last_act_type":"2021-09-29","number_of_passed_courses":"0","intcode":"06","blocnote":"Nov 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:14:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"michele_tux@hotmail.com","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"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, TMAI","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":"15","blocnote":"10 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call started, agent introduced purpose, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25A00788","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2021-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Natalie and introduced herself, explaining the purpose of the call regarding Natalie's lapsed Associate membership. The call was very brief and ended shortly after the introduction without further conversation or questions.","aitm_callsummarytitle":"Brief introduction call, no survey completed","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_17795b138302b6475123d01862c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_17795b138302b6475123d01862c","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33861","email":"meghan.thorn@barrie.ca","first_name":"Meghan","last_name":"Thorn","phone":"7057394220","orgname":"City of Barrie","customer_acct_name":"City of Barrie","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"239534","full_name":"Meghan Thorn","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"705","extension_phone_1":"4134","members_type":"AST","new_member_date_2":"2015-12-14","lead_status":"Refused","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","cpa_certification":"PCP","intcode":"01","blocnote":"june 3 2025 vm  Sept 5 2025 vm\n2026 May 08 call reached automated system, no human contact\n2026 May 11 contact declined renewal because no longer working in payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:46-04:00","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25A00347","temp_intcode_for_auto_old_int_code":"01","phone_2":"7057308937","last_conf_date_type":"2023-07-12","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2016-04-03","pf1_status":"P","pf1_completion_date":"2017-04-23","pf2_status":"P","pf2_completion_date":"2017-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-12-10","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"meghan.thorn@barrie.ca","pcl_completion_date_5":"2021-04-03","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Meghan regarding her lapsed Associate membership with the National Payroll Institute. Meghan answered the survey questions, indicated her initial reason for joining was to gain a payroll designation, rated her satisfaction as 4, and declined to renew because she is no longer working in payroll. The call ended politely with the agent thanking her.","aitm_callsummarytitle":"Membership Renewal Declined - No Longer in Payroll","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4cf0afad116f3b21d1078369ca0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4cf0afad116f3b21d1078369ca0","number_of_calls_reached":"2","mini_nps":"4","onesentencenotrenewed":"No longer working in payroll.","initialvalue":"Designation","age_range":"31-45","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00347"}},"seriesid":"163"}
{"contact":{"id":"35131","email":"joycemark858@gmail.com","first_name":"Joyce","last_name":"Mark","phone":"2503904111","orgname":"Regional District of Nanaimo","customer_acct_name":"Regional District of Nanaimo","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Joyce Mark","language":"English","canceldate":"2024-05-02","time_zone":"5","area_code":"250","members_type":"CAND","new_member_date_2":"2022-03-10","phone_2":"2506683381","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"311002","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"LB2505725","last_act_type":"2023-01-21","pcl_status":"P","pcl_completion_date":"2022-07-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-06-16","number_of_passed_courses":"2","intcode":"21","blocnote":"LNC Nov 13 2025 She said she is not in payroll anymore and starting her own business.","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T14:22:00-05:00","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":"L25C02184","trc":"True","wera":"False","do_id":"LB2505725","npi_email_temp":"joycemark858@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"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, TMAI","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":"15","blocnote":"03 June 2025 In a meeting\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail, no live contact\n2026 May 11 contact reached voicemail, no human answered\n2026 May 13 contact answered and call started with membership renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T10:06:41-04:00","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25A01352","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2024-02-28","called_by":"Tri","aitm_status_called":"2026-05-13T10:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent successfully connected with Luke and introduced the purpose of the call regarding his lapsed Associate membership with the National Payroll Institute. The agent began to ask questions about his membership experience before the call ended.","aitm_callsummarytitle":"Initial Contact with Luke about Membership Lapse","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_875b0ab88e42d97b22e35eb7b9e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_875b0ab88e42d97b22e35eb7b9e","initialvalue":"Other","age_range":"Preferred not to say","old_int_code":"6","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"34825","email":"dongjx0806@gmail.com","first_name":"Jiexia","last_name":"Dong","phone":"7809444311","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"318280","full_name":"Jiexia Dong","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2025-12-17","city_1":"Edmonton","province":"AB","language":"English","time_zone":"4","area_code":"403","phone_2":"4033934087","pipeline_1_lapsed_members":"Refused Lapsed","cpa_certification":"PCP","cert_status":"PENDING","pipeline_2_members_only_ast":"","paid_thru":"2026-11-30","temp_do_id_for_auto_old_do_id":"LB2504985","old_do_id":"L25C00667","last_act_type":"2025-12-17","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2023-02-23","pf1_status":"P","pf1_completion_date":"2023-03-06","pf2_status":"P","pf2_completion_date":"2023-03-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-01-24","number_of_passed_courses":"4","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"True","do_id":"LB2504985","npi_email_temp":"dongjx0806@gmail.com","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"34563","email":"c_mkelly@outlook.com","first_name":"Candace","last_name":"Kelly","phone":"403 340-2225","orgname":"Icon Energy Services","customer_acct_name":"Icon Energy Services","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"223614","full_name":"Candace Kelly","language":"English","canceldate":"2022-03-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2018-01-02","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"21","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 Survey completed\r\n23 October 2025 She's changing jobs so she may not be doing payroll anymore","dhmsfin_telemarketing_last_contacted_date":"2025-10-23T16:42:00-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"LB2504842","temp_intcode_for_auto_old_int_code":"21","phone_2":"5878778045","sendapplicationform":"2025-09-17T12:49:00-04:00","regular_email_change_date":"2025-09-17T12:49:22-04:00","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","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":"Yes","hardtoparticipateeventsspecify":"too busy","engagingstrategiesspecify":"Newsletters about the changes","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","old_int_code":"12","last_act_type":"2020-12-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00762","pcl_status":"P","pcl_completion_date":"2018-05-06","pf1_status":"P","pf1_completion_date":"2018-08-20","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2504842","npi_email_temp":"c_mkelly@outlook.com","pcl_completion_date_5":"2023-05-06","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"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":"2019-08-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cmd_1015@yahoo.com","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30"}},"seriesid":"163"}
{"contact":{"id":"33976","email":"debbieklein191@gmail.com","first_name":"Debra","last_name":"Klein","phone":"4045029073","orgname":"AVCTechnologies","customer_acct_name":"AVCTechnologies","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"299446","full_name":"Debra Klein","do_id":"L25A01123","language":"English","canceldate":"2022-05-03","time_zone":"2","area_code":"404","members_type":"AST","new_member_date_2":"2021-03-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"GA","intcode":"05","blocnote":"June 3 2025 vm\r\nAug 21 2025\r\nLN Nov 19 2025 Number not in service\n2026-05-08 Dial no answer, phone: +14045029073\n2026-05-11 Dial no answer, phone: +14045029073\n2026-05-13 Dial no answer, phone: +14045029073\n2026-05-15 Dial no answer, phone: +14045029073\n2026-05-21 Dial no answer, phone: +14045029073\n2026-05-25 Dial no answer, phone: +14045029073","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A01123","temp_intcode_for_auto_old_int_code":"05","last_infoline_date_type":"2021-01-12","last_act_type":"2021-01-12","number_of_passed_courses":"0","old_int_code":"16","trc":"False","wera":"False","npi_email_temp":"debbieklein191@gmail.com","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:06-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_933e5bfffc4c29af926ced3fdab","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_933e5bfffc4c29af926ced3fdab"}},"seriesid":"163"}
{"contact":{"id":"33933","email":"tralew74@yahoo.ca","first_name":"Tracy","last_name":"Lewis","phone":"6136946276","orgname":"Canadian Institute for Health Information","customer_acct_name":"Canadian Institute for Health Information","tags":"npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"120491","full_name":"Tracy Lewis","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"613","members_type":"AST","new_member_date_2":"2007-08-28","lead_status":"Refused","no_email_solicitation":"False","pds_march":"4","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"06","blocnote":"june 3 2025 vm\r\nLN Sept 22 2025 vm\n2026 Mar 02 call reached voicemail, no contact made\n2026 Mar 02 call reached voicemail, no message left\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact made\n2026 Mar 06 contact declined renewal because no longer working in payroll\n2026 Mar 09 call reached wrong number, no renewal discussion\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:47-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"4","temp_do_id_for_auto_old_do_id":"L25A02855","temp_intcode_for_auto_old_int_code":"06","pds_august":"4","phone_2":"6134353386","old_do_id":"L25A02855","old_int_code":"08","pds_september":"4","last_infoline_date_type":"2024-05-29","last_act_type":"2026-02-18","company_paid_thru":"2027-02-28","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"F","pf2_completion_date":"2021-10-17","number_of_passed_courses":"2","pds_october":"4","trc":"True","wera":"False","pds_november":"4","npi_email_temp":"tralew74@yahoo.ca","ln_entered_date":"2026-02-19","aitm_status_called":"2026-03-11T11:16:50-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach Tracy but went to voicemail. No conversation with the intended contact 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","mini_nps":"3","onesentencenotrenewed":"No, because she is no longer working in payroll.","initialvalue":"Help with Complex","age_range":"46-60","number_of_calls_reached":"2","number_of_total_call_attempts":"3","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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":"34908","email":"angielle@fissionuranium.com","first_name":"ANGIELLE","last_name":"TROESCH","phone":"3064607511","orgname":"Paladin Canada Inc.","customer_acct_name":"Paladin Canada Inc.","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"ANGIELLE TROESCH","members_type":"CORP","organization_id":"346853","coidnewmbrdate":"2025-01-28","city_1":"Saskatoon","province":"SK","language":"English","lead_status":"Renewed Lapsed","time_zone":"3","area_code":"306","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"346854","paid_thru":"2026-12-31","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":"L25O04796","temp_do_id_for_auto_old_do_id":"L25O04796","npi_email_temp":"angielle@fissionuranium.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","old_do_id":"LB2504323","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","last_act_type":"2026-01-04","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"9255","email":"applejanevictor@gmail.com","first_name":"Apple","last_name":"Victor","phone":"6475721433","orgname":"","customer_acct_name":"","tags":"CSV imported, 250205 AST Members, NPIdealed, WRA250625, 250903 Update AST from Mem Portal, npiAlert16, AI Contacts sent to TM 2026, 251120 changed int_code to 99","ip4":"0.0.0.0","fields":{"do_id":"AST2014","province":"ON","full_name":"Apple Jane Victor","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2023-05-02","individual_id":"274124","area_code":"647","region":"CDN","lead_status":"Renewed APX","time_zone":"2","members_type":"AST","city_1":"Newcastle","phone_2":"6475721433","new_member_date_2":"2024-03-05","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","no_email_solicitation":"False","old_do_id":"L25A01674","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"06","blocnote":"April 30 2026 vm\r\nMay 21 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:27:00-04:00","date_of_renewal_identification":"2026-04-08","paid_thru":"2027-02-28","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"AST2014","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2022-03-31","last_act_type":"2026-02-04","telemarketing_call_date":"2026-05-21","sendcandapplicationform":"2025-11-25T16:24:00-05:00","sendaigeneral":"2025-11-14T11:17:00-05:00","sendoctoberemail":"2025-10-14T11:44:35-04:00","sendaidate":"2025-11-14T11:18:45-05:00","last_engaged_date":"2025-10-28","pcl_status":"P","pcl_completion_date":"2019-07-02","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":"2019-07-30","number_of_passed_courses":"3","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-11-14T11:18:00-05:00","mini_nps":"4","testimonialagree":"No","testimonial":"","testimonialrefusal":"not a good time","old_int_code":"99","sendnovemberemail":"2025-11-14T11:18:44-05:00","trc":"True","wera":"False","npi_email_temp":"applejanevictor@gmail.com","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"30332","email":"cdavid@globocam.ca","first_name":"Caroline","last_name":"David","phone":"5143444000","orgname":"Globocam Rive-Sud S.E.C.","customer_acct_name":"Globocam Rive-Sud S.E.C.","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00248","individual_id":"282569","full_name":"Caroline David","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:15:00-04:00","province":"QC","blocnote":"Aug 12 2025 vm","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25O00248","temp_intcode_for_auto_old_int_code":"6","organization_id":"294054","pds_august":"1","extension_phone_1":"3204","pds_september":"1","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"cdavid@globocam.ca","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","corp_cancel_date":"2023-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"35028","email":"jericorazon@yahoo.com","first_name":"Jerico","last_name":"Razon","phone":"","orgname":"Bc Ferries","customer_acct_name":"Bc Ferries","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jerico Razon","language":"English","canceldate":"2023-09-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C01175","new_member_date_2":"2022-07-19","phone_2":"2508918353","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"289321","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C01175","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-19","pcl_status":"P","pcl_completion_date":"2020-10-04","pf1_status":"P","pf1_completion_date":"2020-11-22","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"jericorazon@yahoo.com","pcl_completion_date_5":"2025-10-04","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"9177","email":"helen.morgado@bensimonbyrne.com","first_name":"Helen","last_name":"Morgado","phone":"4169222211","orgname":"Tadiem Inc.","customer_acct_name":"Tadiem Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01767","province":"ON","full_name":"Helen Morgado","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2013-03-21","domain_1":"bensimonbyrne.com","lapsed_expiration_date":"2022-05-03","individual_id":"212924","area_code":"416","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-26","old_do_id":"LB2500983","time_zone":"2","members_type":"CORP","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"may 16 2025 vm  Aug 12 2025 vm\r\nOct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T10:21:00-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25O01767","temp_intcode_for_auto_old_int_code":"6","organization_id":"212923","pds_august":"3","pds_september":"3","last_infoline_date_type":"2022-06-09","last_act_type":"2022-06-09","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"helen.morgado@bensimonbyrne.com","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","company_paid_thru":"2022-02-28","corp_cancel_date":"2022-05-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34439","email":"caroline.doucet@jtekt.com","first_name":"Caroline","last_name":"Doucet","phone":"4502483316","orgname":"JTEKT","customer_acct_name":"JTEKT","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"307730","full_name":"Caroline Doucet","do_id":"L25A00482","language":"French","canceldate":"2025-01-07","time_zone":"2","area_code":"450","extension_phone_1":"343","members_type":"AST","new_member_date_2":"2021-11-26","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-10-31","intcode":"15","blocnote":"2 sept 2025 bv\n2026 May 08 call ended early after initial greeting, no conversation with Caroline.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00482","temp_intcode_for_auto_old_int_code":"15","phone_2":"4502040915","last_infoline_date_type":"2024-04-03","last_act_type":"2024-04-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"caroline.doucet@jtekt.com","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:59-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Caroline but the call ended shortly after initial greetings without any substantial conversation or task completion.","aitm_callsummarytitle":"Call ended after initial greeting","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No conversation occurred to determine renewal interest.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"6","astotherreasonsnottorenew":"No clear reason given due to lack of conversation.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a3183ed5a6283be0d7a75f0c360","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a3183ed5a6283be0d7a75f0c360","number_of_calls_reached":"1"}},"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":"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":"2025-04-03","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"35246","email":"maddie.robins@gmail.com","first_name":"Madeleine","last_name":"Hauck","phone":"9056850688","orgname":"Park Lane Home Builders Ltd.","customer_acct_name":"Park Lane Home Builders Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Madeleine Hauck","language":"English","canceldate":"2024-04-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01453","new_member_date_2":"2021-02-09","phone_2":"7055712295","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"297838","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C01453","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2021-01-10","last_act_type":"2022-04-12","pcl_status":"F","pcl_completion_date":"2022-01-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-10-26","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"maddie.robins@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"35038","email":"sue_hawton@yahoo.ca","first_name":"Susan","last_name":"Hawton","phone":"","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Susan Hawton","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2003-03-15","pds_april":"2","phone_2":"4168015708","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"30117","intcode":"01","blocnote":"June 11 2025 vm\n2026 May 08 voicemail reached, message left for Susan\n2026 May 11 contact declined renewal due to retirement","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T11:06:40-04:00","pds_july":"2","temp_do_id_for_auto_old_do_id":"L25A01373","temp_intcode_for_auto_old_int_code":"01","pds_august":"2","pds_september":"2","last_infoline_date_type":"2024-06-24","last_conf_date_type":"2017-06-13","last_act_type":"2024-06-09","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"sue_hawton@yahoo.ca","called_by":"Tri","aitm_status_called":"2026-05-13T11:06:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent contacted Susan regarding her lapsed Associate membership with the National Payroll Institute and conducted a brief survey about her membership experience. Susan indicated her initial reason for joining was to gain a payroll designation and rated her satisfaction as very high. However, she declined to renew her membership, stating she has retired and no longer needs the services.","aitm_callsummarytitle":"Membership Renewal Declined Due to Retirement","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c1606ed9adf9d17d6725ef632b8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c1606ed9adf9d17d6725ef632b8","mini_nps":"5","onesentencenotrenewed":"I have retired and don't need the services anymore.","initialvalue":"Designation","age_range":"61+","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01373","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"34084","email":"panl@chrc.net","first_name":"Laurie","last_name":"Pan","phone":"4169778010","orgname":"MD Primer Inc.","customer_acct_name":"MD Primer Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"176839","full_name":"Laurie Pan","do_id":"L25A00398","language":"English","canceldate":"2021-04-02","time_zone":"2","area_code":"416","extension_phone_1":"285","members_type":"AST","new_member_date_2":"2010-10-20","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"CPM","intcode":"05","blocnote":"June 4 2025 line busy\r\nAug 28 2025 line busy\n2026-05-08 invalid phone destination, phone: +14169778010\n2026-05-08 Dial no answer, phone: +14164914202\n2026-05-11 invalid phone destination, phone: +14169778010\n2026-05-11 Dial no answer, phone: +14164914202\n2026-05-13 invalid phone destination, phone: +14169778010\n2026-05-13 Dial no answer, phone: +14164914202\n2026-05-15 invalid phone destination, phone: +14169778010\n2026-05-15 Dial no answer, phone: +14164914202","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:46-04:00","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A00398","temp_intcode_for_auto_old_int_code":"05","phone_2":"4164914202","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-12-20","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":"2012-01-19","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"panl@chrc.net","pcl_completion_date_5":"2015-12-20","formatted_paid_thru":"31\/01\/2021","latest_paid_thru":"2021-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:40-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_783c93c76cdfd7e6ff10e95d4de","old_int_code":"08","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_783c93c76cdfd7e6ff10e95d4de"}},"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":"2019-04-12","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","latest_paid_thru":"2020-11-30"}},"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":"15","blocnote":"18 aout 2025 bv\n2026 May 08 call mostly inaudible, identity confirmation attempted multiple times, no clear conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:52-04:00","temp_do_id_for_auto_old_do_id":"L25A01098","temp_intcode_for_auto_old_int_code":"15","phone_2":"8195657586","last_infoline_date_type":"2021-01-20","last_act_type":"2021-09-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"juliecyr@live.ca","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:52-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Julie multiple times but was met with mostly inaudible responses. The call ended shortly after the agent finally heard an \"Okay\" from the user, with no clear conversation or task completion.","aitm_callsummarytitle":"Unclear conversation with repeated identity confirmation attempts","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear refusal or renewal intent expressed due to inaudible responses.","initialvalue":"Other","othermemberbenefit":"Unable to determine due to inaudible speech.","old_int_code":"6","astotherreasonsnottorenew":"Unable to determine due to inaudible speech.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a2f1859cdc8fedd12d05f3bd7a5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a2f1859cdc8fedd12d05f3bd7a5","number_of_calls_reached":"1"}},"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":"2023-11-01","last_act_type":"2023-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"angela.zhang@multitechcorp.ca","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","corp_cancel_date":"2024-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34679","email":"kalbouna@yahoo.com","first_name":"Baha","last_name":"Kalbouna","phone":"2892736335","orgname":"Financial One Corp.","customer_acct_name":"Financial One Corp.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"326331","full_name":"Baha Kalbouna","do_id":"L25A01292","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"289","members_type":"AST","new_member_date_2":"2023-06-21","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"June 11 2025 completed\n2026 May 08 brief call started with Baha but ended abruptly","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","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","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"I expected it to be easier for me to find the payroll information I was looking for","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I was expecting to receive more help with my payroll issues. I am not sure if the resources are not available or I didn't do proper search to find the needed answers","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":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01292","temp_intcode_for_auto_old_int_code":"15","phone_2":"9053486335","last_act_type":"2023-06-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kalbouna@yahoo.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:55-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Baha and initiated the call but the conversation was very brief and ended abruptly without completing the intended survey or renewal discussion.","aitm_callsummarytitle":"Brief call with Baha ended abruptly","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2ee4cd5623441dad11b9bb71d03","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2ee4cd5623441dad11b9bb71d03","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35328","email":"604amandaaa@gmail.com","first_name":"Amanda","last_name":"Chien","phone":"6042645440","orgname":"Coast Mountain Bus Company","customer_acct_name":"Coast Mountain Bus Company","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Amanda Chien","language":"English","canceldate":"2023-02-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C01955","new_member_date_2":"2021-12-22","phone_2":"6046557978","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308367","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01955","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-06","pcl_status":"P","pcl_completion_date":"2022-03-06","pf1_status":"P","pf1_completion_date":"2022-07-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-06-09","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"604amandaaa@gmail.com","pcl_completion_date_5":"2027-03-06","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"34178","email":"kwarthen85@gmail.com","first_name":"Kimberly","last_name":"Warthen","phone":"5619217112","orgname":"Premier Research","customer_acct_name":"Premier Research","tags":"","ip4":"10.13.138.246","fields":{"individual_id":"309917","full_name":"Kimberly Warthen","language":"English","canceldate":"2023-04-04","time_zone":"2","area_code":"561","members_type":"CAND","new_member_date_2":"2025-08-01","lead_status":"Not Relevant","no_email_solicitation":"False","pipeline_1_lapsed_members":"","province":"FL","intcode":"31","blocnote":"Sept 30 2025 completed ( send email)","dhmsfin_telemarketing_last_contacted_date":"2025-09-30T09:37:00-04:00","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","pipeline_2_members_only_ast":"AST to CAND","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"AST2196","temp_do_id_for_auto_old_do_id":"LB2505969","temp_intcode_for_auto_old_int_code":"31","onesentencenotrenewed":"AST->CAND","old_int_code":"99","sendseptemail":"2025-09-30T09:37:00-04:00","sendaidate":"2025-09-30T09:37:09-04:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","last_act_type":"2025-01-08","pcl_status":"F","number_of_passed_courses":"0","pcl_completion_date":"2025-11-01","trc":"False","wera":"False","npi_email_temp":"kwarthen85@gmail.com","pcl_completion_date_5":"2030-11-01","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"34810","email":"harivers@hotmail.com","first_name":"Heather","last_name":"Dahl","phone":"2503983805","orgname":"School District No. 27 Cariboo Chilcotin","customer_acct_name":"School District No. 27 Cariboo Chilcotin","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"217494","full_name":"Heather Dahl, PCP","lead_status":"Not Relevant","members_type":"CORP","new_member_date_2":"2024-04-02","coidnewmbrdate":"1999-07-01","city_1":"Williams Lake","time_zone":"5","province":"BC","language":"English","phone_2":"6043087842","pipeline_1_lapsed_members":"","canceldate":"2025-04-10","cpa_certification":"PCP","cert_status":"ACTIVE","organization_id":"166764","intcode":"99","blocnote":"June 10 2025 vm\r\nLN \/ 24 September 2025 Survey completed - her membership was renewed through her company","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T18:07:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2505343","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2505343","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":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"haven't done any of them - time and money","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","old_int_code":"02","last_act_type":"2026-02-20","company_paid_thru":"2026-12-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2013-09-30","pf1_status":"P","pf1_completion_date":"2013-11-05","pf2_status":"P","pf2_completion_date":"2013-11-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-11-10","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"harivers@hotmail.com","pcl_completion_date_5":"2018-09-30","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","last_infoline_date_type":"2026-02-16","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34053","email":"nath_mongeau@hotmail.com","first_name":"Nathalie","last_name":"Mongeau","phone":"8198372421","orgname":"Waterville TG","customer_acct_name":"Waterville TG","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"302901","full_name":"Nathalie Mongeau","do_id":"L25A01141","language":"French","canceldate":"2022-09-02","time_zone":"2","area_code":"819","members_type":"AST","new_member_date_2":"2021-07-09","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2022-06-30","intcode":"15","blocnote":"18 aout 2025 bv\n2026 May 08 call attempted with Nathalie but user was inaudible and no clear communication was established.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:50-04:00","temp_do_id_for_auto_old_do_id":"L25A01141","temp_intcode_for_auto_old_int_code":"15","phone_2":"8198299721","last_act_type":"2021-09-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nath_mongeau@hotmail.com","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Nathalie multiple times but was unable to have a clear conversation due to inaudible speech from the user. The agent introduced herself and the purpose of the call but did not receive any clear responses. The call ended with the agent thanking the user and saying goodbye.","aitm_callsummarytitle":"Unsuccessful call due to inaudible user","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"User was inaudible and did not engage in the conversation.","initialvalue":"Other","othermemberbenefit":"Unable to determine due to inaudible speech.","old_int_code":"6","astotherreasonsnottorenew":"Unable to determine due to inaudible speech.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b0d98b430837b8a500bd703a8e8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b0d98b430837b8a500bd703a8e8","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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, TMAI","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":"02","blocnote":"02 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 contact interested in renewal, sent application form - NPI# 33844","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:37-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A00845","temp_intcode_for_auto_old_int_code":"02","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","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:37-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","sendapplicationform":"2026-05-08T01:00:00-04:00","regular_email_change_date":"2026-05-08T15:24:32-04:00","npi_email_2":"melissa_jowan@yahoo.ca","npi_transcriptsummary":"The agent successfully reached Melissa Jiawan and conducted a membership renewal survey for the National Payroll Institute. Melissa expressed interest in renewing but needed to check with her manager first. The agent sent an email with the Associate Membership application form to Melissa for her manager's review.","aitm_callsummarytitle":"Membership Renewal Interest and Application Sent","notrenewedwanttorenew":"Yes","mini_nps":"5","initialvalue":"Career","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","session_id":"call_7726634a2b2f62c49cc53a09ac9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7726634a2b2f62c49cc53a09ac9","number_of_calls_reached":"1"}},"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, 260522 Lapsed DEL","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":"2026-04-23","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":"2026-06-01","old_do_id":"LB2504536","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","corp_cancel_date":"2026-03-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33769","email":"nhassan@olymbec.com","first_name":"Naella","last_name":"Hassan","phone":"5143443334","orgname":"Soci\u00e9t\u00e9 Immobili\u00e8re Olymbec Inc","customer_acct_name":"Soci\u00e9t\u00e9 Immobili\u00e8re Olymbec Inc","tags":"","ip4":"127.0.0.1","fields":{"do_id":"L25O02466","intcode":"1","language":"French","dhmsfin_telemarketing_last_contacted_date":"2025-02-19T10:21:32-05:00","lead_status":"Lapsed Member","time_zone":"2","area_code":"514","extension_phone_1":"ext 1155","blocnote":"7 1 25 BV a 67 ans Diane Plouffe va retraiter NAELLA HASSAN, ANNA ALEXEEV. are both members","zerobounce_reason":"catch-all","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25O02466","temp_intcode_for_auto_old_int_code":"1","old_do_id":"L25O00721","npi_email_temp":"nhassan@olymbec.com"}},"seriesid":"163"}
{"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":"2024-02-05","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","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-03-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"35332","email":"sardar_zabih@hotmail.com","first_name":"Muhammad","last_name":"Muhammadzai","phone":"4165450404","orgname":"Anderson College of Health, Business and Technology","customer_acct_name":"Anderson College of Health, Business and Technology","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Muhammad Zabhi Muhammadzai","language":"English","canceldate":"2023-01-05","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01711","new_member_date_2":"2021-11-24","phone_2":"6474519136","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304397","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01711","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-11-24","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","trc":"True","wera":"False","npi_email_temp":"sardar_zabih@hotmail.com","pcl_completion_date_5":"2027-02-27","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"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":"2019-06-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jsales@theanswerco.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34354","email":"jennifer.matsuda@beelineweb.com","first_name":"Jennifer","last_name":"Matsuda","phone":"2507662589","orgname":"Beelineweb.com","customer_acct_name":"Beelineweb.com","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"218382","full_name":"Jennifer Matsuda","do_id":"L25A00462","language":"English","canceldate":"2023-03-02","time_zone":"5","area_code":"250","extension_phone_1":"118","members_type":"AST","new_member_date_2":"2022-01-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"0","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached automated system, extension not recognized, call ended.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:27-04:00","pds_july":"2","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00462","temp_intcode_for_auto_old_int_code":"08","pds_august":"2","pds_september":"2","last_infoline_date_type":"2022-06-26","last_act_type":"2022-06-26","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"jennifer.matsuda@beelineweb.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-13T13:08:27-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The call reached an automated system for Beeline Web, where the extension dialed was not recognized. The agent ended the call after the system indicated the extension was invalid.","aitm_callsummarytitle":"Call reached automated system, extension invalid","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_343112aead0bbeccea1980f3484","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_343112aead0bbeccea1980f3484","mini_nps":"3","onesentencenotrenewed":"Extension not recognized, call ended without reaching contact.","initialvalue":"Other","othermemberbenefit":"Call reached automated system, no member benefit discussed.","old_int_code":"08","astotherreasonsnottorenew":"Call reached an automated system and extension was not recognized.","age_range":"Preferred not to say","number_of_calls_reached":"1","phone_2":"8667662589"}},"seriesid":"163"}
{"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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"33723","email":"yc.lavin@lithiontechnologies.com","first_name":"Yan-Cedrick","last_name":"Lavin","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":"334249","full_name":"Yan-Cedrick Lavin","members_type":"CORP","do_id":"L25O00744","lead_status":"Lapsed Member","coidnewmbrdate":"2024-02-09","city_1":"Anjou","time_zone":"2","province":"QC","language":"French","extension_phone_1":"249","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"18 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T09:25:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00744","temp_intcode_for_auto_old_int_code":"6","organization_id":"334247","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":"yc.lavin@lithiontechnologies.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34644","email":"bnaik@firstcarefinancial.ca","first_name":"Beena","last_name":"Naik","phone":"9052328041","orgname":"FIRSTCARE Financial Services Ltd.","customer_acct_name":"FIRSTCARE Financial Services Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"324742","full_name":"Beena Naik","do_id":"L25A01281","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2023-05-09","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"10","blocnote":"June 10 2025 not available call back\r\nSept 3 2025 vm\n2026 May 08 call reached gatekeeper, Beena unavailable, voicemail declined, call ended\n2026 May 11 contact not available, callback arranged.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:45-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A01281","temp_intcode_for_auto_old_int_code":"10","phone_2":"4166022152","last_act_type":"2023-09-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bnaik@firstcarefinancial.ca","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called to speak with Beena but was informed she was in a meeting. The agent arranged to be called back shortly and confirmed the callback number. The call ended with a polite exchange and no further action was taken.","aitm_callsummarytitle":"Callback arranged for unavailable contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2a3f8c4796d05c65e76ecb43dfd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2a3f8c4796d05c65e76ecb43dfd","number_of_calls_reached":"2","mini_nps":"3","onesentencenotrenewed":"Contact was unavailable and requested a callback.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact was unavailable for the call and requested a callback.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"34345","email":"seonnye@gmail.com","first_name":"Xiannu","last_name":"Yin","phone":"4164822420","orgname":"T.E.S. Contract Services Inc.","customer_acct_name":"T.E.S. Contract Services Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"212938","full_name":"Xiannu Yin","do_id":"L25A00460","language":"English","canceldate":"2022-03-08","time_zone":"2","area_code":"416","extension_phone_1":"252","members_type":"AST","new_member_date_2":"2018-02-05","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":"CPM","intcode":"15","blocnote":"June 5 2025 vm\r\nSept 3 2025 vm\n2026 May 08 call attempted to reach Xiannu Yin at Employment Solution Toronto office, no contact confirmed\n2026 May 11 call reached voicemail, message left\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail at Employment Solution Toronto office, no human contact made\n2026 May 13 call ended after initial greeting, no contact made\n2026 May 15 call reached Employment Solution Toronto office automated system; call disconnected before reaching contact Xiannu.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:06:42-04:00","pds_july":"1","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A00460","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","phone_2":"4163999660","pds_september":"1","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-08-12","pf1_status":"P","pf1_completion_date":"2014-03-14","pf2_status":"P","pf2_completion_date":"2014-12-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-05-13","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"seonnye@gmail.com","pcl_completion_date_5":"2018-08-12","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T11:06:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The call was an outbound attempt to reach a contact named Xiannu at the Employment Solution Toronto office. The call involved navigating an automated phone system and waiting for transfer, but the transcript ends abruptly without confirmation of speaking to the contact or completing any survey or renewal discussion.","aitm_callsummarytitle":"Unsuccessful call to Employment Solution Toronto office","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"03","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c99465ebd76d67b436cf33267fe","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c99465ebd76d67b436cf33267fe","number_of_calls_reached":"3","mini_nps":"3","onesentencenotrenewed":"No renewal discussion took place during the call.","initialvalue":"Other","othermemberbenefit":"No information provided","astotherreasonsnottorenew":"No renewal intent expressed; call disconnected before completion.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"34910","email":"lbatistuta29@gmail.com","first_name":"Luciana","last_name":"Mesquita","phone":"7057352344","orgname":"BMG Glass + Aluminum","customer_acct_name":"BMG Glass + Aluminum","tags":"250425 Renewed Lapsed, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"309207","full_name":"Luciana Batistuta de Mesquita, PCP","members_type":"PRO","city_1":"Barrie","province":"ON","language":"English","lead_status":"Lapsed Member","time_zone":"2","area_code":"705","phone_2":"4379865909","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2025-01-07","paid_thru":"2025-12-31","cert_status":"WITHDRAWN","cpa_certification":"PCP","extension_phone_1":"248","last_act_type":"2026-12-05","pcl_status":"P","pcl_completion_date":"2022-05-08","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2023-04-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-05-29","number_of_passed_courses":"4","intcode":"06","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25P02834","temp_do_id_for_auto_old_do_id":"L25P02834","npi_email_temp":"lbatistuta29@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","old_do_id":"LB2506032","canceldate":"2026-03-03","pcl_completion_date_5":"2027-05-08","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","thewithdrawaldate":"2026-03-03","aitm_status_called":"2026-05-21T11:47:03-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:32:04-04:00","number_of_call_attempts":"7","npi_call_back_date_and_time":"2026-05-21T11:00:00-04:00","npi_call_back_time_hour":"11","npi_call_back_time_minute":"00","npi_transcriptsummary":"The call reached the contact's voicemail and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","blocnote":"2026 May 19 contact busy with payroll, callback scheduled for May 21 11:00 - NPI# not provided\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 reached voicemail, no contact made","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"10","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9c9c718c35c0913de7dd300cda0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9c9c718c35c0913de7dd300cda0","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"34068","email":"glenda@beealarmed.ca","first_name":"Glenda","last_name":"Gilmore","phone":"4372901207","orgname":"Themis Solutions Inc.","customer_acct_name":"Themis Solutions Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"147253","full_name":"Glenda Gilmore","language":"English","canceldate":"2023-04-06","time_zone":"2","area_code":"437","members_type":"CORP","new_member_date_2":"2022-04-07","lead_status":"Lapsed DEL","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"","province":"ON","organization_id":"185887","intcode":"99","blocnote":"June 4 2025 vm\r\nAug 28 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T11:54:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"1","temp_do_id_for_auto_old_do_id":"LB2505261","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","phone_2":"6135529922","old_do_id":"LB2505261","old_int_code":"6","pds_september":"1","last_infoline_date_type":"2022-01-06","last_conf_date_type":"2018-06-27","last_act_type":"2023-06-04","company_paid_thru":"2026-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"E","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"glenda@beealarmed.ca","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","corp_cancel_date":"2017-07-05","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34728","email":"smarsden@superiorradiant.com","first_name":"Sheena","last_name":"Kyazze","phone":"9056648274","orgname":"Superior Radiant Products","customer_acct_name":"Superior Radiant Products","tags":"WR250730, npiAlert14","ip4":"127.0.0.1","fields":{"individual_id":"352975","full_name":"Sheena Kyazze","language":"English","time_zone":"2","area_code":"905","members_type":"CAND","new_member_date_2":"2025-07-22","lead_status":"Renewed Lapsed","no_email_solicitation":"False","pipeline_1_lapsed_members":"Renewed lapsed","province":"ON","intcode":"99","blocnote":"June 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T15:23:00-04:00","nonactive_reason":"AST->CAND\/PRO","pipeline_2_members_only_ast":"","city_1":"Hamilton","found":"DO4 Email","date_of_renewal_identification":"2025-09-26","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2507263","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25A01308","old_int_code":"6","last_act_type":"2025-12-09","pcl_status":"P","number_of_passed_courses":"1","pcl_completion_date":"2025-11-01","trc":"True","wera":"False","npi_email_temp":"smarsden@superiorradiant.com","pcl_completion_date_5":"2030-11-01","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30"}},"seriesid":"163"}
{"contact":{"id":"34557","email":"suzanne.feifer@toyodagosei.com","first_name":"Suzanne","last_name":"Feifer","phone":"5194172223","orgname":"TG Minto Corp.","customer_acct_name":"TG Minto Corp.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"12742","full_name":"Suzanne Feifer","do_id":"L25A00510","language":"English","canceldate":"2021-03-02","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2018-01-18","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"16","blocnote":"Survey completed She will be retiring soon\n2026 May 08 call reached voicemail, no human interaction\n2026-05-08 invalid phone destination, phone: +15198482961","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:37-04:00","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","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am retiring soon.","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","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A00510","temp_intcode_for_auto_old_int_code":"16","phone_2":"5198482961","last_infoline_date_type":"2020-09-07","last_act_type":"2020-09-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"suzanne.feifer@toyodagosei.com","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:48-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","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","session_id":"call_b868a591e145143b55d4da8b3ed","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b868a591e145143b55d4da8b3ed"}},"seriesid":"163"}
{"contact":{"id":"34177","email":"priyapersaud@outlook.com","first_name":"Priya","last_name":"Persaud","phone":"4163996161","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"265656","full_name":"Priya Persaud","do_id":"L25A00940","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2018-08-14","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 \/ 16 September 2025 survey completed - sent her application for renewal\r\nLN \/ 21 October 2025 VM\r\nLN \/ 31 October 2025 She wants to confirm with her employer - they will pay for it - call her back next week\r\nLN \/ 10 November 2025 VM\r\nLN \/ 27 November 2025 VM\r\nLN \/ 04 December 2025 VM\r\nLN \/ 04 December 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail\n2026 May 25 call reached voicemail, no message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25A00940","sendapplicationform":"2025-09-16T15:21:00-04:00","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":"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","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2023-03-01","last_act_type":"2025-02-10","old_int_code":"02","pcl_status":"P","pcl_completion_date":"2019-02-17","pf1_status":"P","pf1_completion_date":"2019-02-17","pf2_status":"P","pf2_completion_date":"2019-03-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-08-01","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"priyapersaud@outlook.com","pcl_completion_date_5":"2024-02-17","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:06-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately after the greeting.","aitm_callsummarytitle":"Voicemail reached, no human answer","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_35ed27dbae821aee6eb423fcce4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_35ed27dbae821aee6eb423fcce4"}},"seriesid":"163"}
{"contact":{"id":"30307","email":"pascal.letourneau@blaisindustries.com","first_name":"Pascal","last_name":"Letourneau","phone":"8197643284","orgname":"Les Industries Blais Inc.","customer_acct_name":"Les Industries Blais 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":"L25O00346","individual_id":"258215","full_name":"Pascal Letourneau, CPA, PMP","extension_phone_1":"329","language":"French","time_zone":"2","members_type":"CORP","lead_status":"Lapsed DEL","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"13 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-13T10:50:00-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25O00346","temp_intcode_for_auto_old_int_code":"6","province":"QC","organization_id":"258213","last_act_type":"2017-07-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pascal.letourneau@blaisindustries.com","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","company_paid_thru":"2027-05-31","corp_cancel_date":"2023-01-05","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34775","email":"carmen.neagoe@gmail.com","first_name":"Carmen","last_name":"Neagoe","phone":"4164451600","orgname":"SciCan","customer_acct_name":"SciCan","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"85398","full_name":"Carmen Neagoe","do_id":"L25A00572","language":"English","canceldate":"2022-02-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2005-01-17","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"CPM","intcode":"0","blocnote":"June 11 2025 vm\r\nSept 3 2025 Carmen is no longer with the company.\n2026 May 08 contact informed Carmen Neagoe no longer works at SciCan","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:09-04:00","paid_thru":"2022-01-31","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A00572","temp_intcode_for_auto_old_int_code":"08","last_act_type":"2025-04-24","pf2_status":"P","pf2_completion_date":"2007-07-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-01-08","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"carmen.neagoe@gmail.com","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:09-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called SciCan Canada to speak with Carmen Neagoe but was informed by the receptionist, Maria, that Carmen is no longer working there. The call ended after this information was provided.","aitm_callsummarytitle":"Contact Not Available - No Longer Employed","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e2d6f3d9980a9d6c8710f03d8f1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e2d6f3d9980a9d6c8710f03d8f1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34892","email":"ytomines@remco.ca","first_name":"Yolanda","last_name":"Tomines","phone":"9054551500","orgname":"Remco","customer_acct_name":"Remco","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Yolanda Tomines","members_type":"CORP","organization_id":"347524","coidnewmbrdate":"2025-02-18","city_1":"Mississauga","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"905","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"347523","paid_thru":"2027-01-31","last_infoline_date_type":"2026-03-27","last_act_type":"2026-03-27","company_paid_thru":"2027-01-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507731","temp_do_id_for_auto_old_do_id":"LB2507731","npi_email_temp":"ytomines@remco.ca","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34014","email":"snair@trinity-group.com","first_name":"Sowmya","last_name":"Nair","phone":"6479993774","orgname":"Trinity Group","customer_acct_name":"Trinity Group","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"253741","full_name":"Sowmya Nair","language":"English","canceldate":"2021-08-04","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2017-06-22","lead_status":"Refused","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","blocnote":"Survey completed She is mostly in HR\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached Sonia instead of Sowmya, no renewal discussion\n2026 May 11 contact declined renewal due to maternity leave","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:44-04:00","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":"Now in HR","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31-45","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"1","paid_thru":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25A00892","temp_intcode_for_auto_old_int_code":"01","pds_august":"1","phone_2":"2267001096","pds_september":"1","last_infoline_date_type":"2018-09-14","last_act_type":"2020-05-31","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"snair@trinity-group.com","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent contacted Sowmya to discuss her lapsed Associate membership with the National Payroll Institute. Sowmya participated in the survey, expressing satisfaction with her membership but declined to renew at this time due to being on maternity leave. The call concluded politely with no renewal commitment.","aitm_callsummarytitle":"Membership Renewal Declined Due to Maternity Leave","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4ca6eecbe350d7828bc81aecbdb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4ca6eecbe350d7828bc81aecbdb","onesentencenotrenewed":"I currently am taking a break. I'm on maternity.","initialvalue":"Stay Current","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00892","number_of_calls_reached":"1"}},"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":"2024-03-05","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"33957","email":"finance@bhfn.ca","first_name":"Courtney","last_name":"Keay","phone":"7058640174","orgname":"Brunswick House First Nation","customer_acct_name":"Brunswick House First Nation","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"219090","full_name":"Courtney Keay","do_id":"L25A00368","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"705","extension_phone_1":"219","members_type":"AST","new_member_date_2":"2023-06-01","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"3","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 She works remotely\n2026 May 08 call reached voicemail at extension 219, message left\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail at Brunswick House First Nation Band Office, extension 219 not connected\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail at Brunswick House First Nation Band Office, extension 219 not available\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 reached voicemail at Brunswick House First Nation Band Office, no human contact\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:46-04:00","pds_july":"3","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A00368","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","phone_2":"7052623013","pds_september":"3","last_infoline_date_type":"2024-01-18","last_act_type":"2024-01-18","pcl_status":"P","pcl_completion_date":"2014-01-22","pf1_status":"F","pf1_completion_date":"2014-05-27","number_of_passed_courses":"1","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"finance@bhfn.ca","pcl_completion_date_5":"2019-01-22","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:40-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly 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","session_id":"call_863f3e446ac2576c057dd991a41","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_863f3e446ac2576c057dd991a41"}},"seriesid":"163"}
{"contact":{"id":"33808","email":"kt.holden@hotmail.com","first_name":"Kelly","last_name":"Holden","phone":"2364126544","orgname":"Elk Valley Resources","customer_acct_name":"Elk Valley Resources","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"178904","full_name":"Kelly Holden","do_id":"L25A00337","language":"English","canceldate":"2022-04-02","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2019-02-19","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"02","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 Not in service\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 contact answered, interested in renewal, application form sent - NPI# 33808","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A00337","temp_intcode_for_auto_old_int_code":"02","phone_2":"2364126544","last_conf_date_type":"2019-06-12","last_act_type":"2021-09-27","pcl_status":"P","pcl_completion_date":"2011-08-05","pf1_status":"F","pf1_completion_date":"2019-07-24","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"kt.holden@hotmail.com","pcl_completion_date_5":"2016-08-05","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:12:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent contacted Kelly to discuss her lapsed Associate membership with the National Payroll Institute. Kelly answered survey questions about her membership experience and expressed interest in renewing. The agent confirmed her email and sent her the application form for renewal.","aitm_callsummarytitle":"Membership Renewal Interest Confirmed","notrenewedwanttorenew":"Yes","mini_nps":"4","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_bd4461d15b626a4d829b9d2e2d1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bd4461d15b626a4d829b9d2e2d1","sendapplicationform":"2026-05-15T18:17:00-04:00","initialvalue":"Designation","age_range":"46-60","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34082","email":"terrytaylor@loewshotels.com","first_name":"Terry","last_name":"Taylor","phone":"5142855714","orgname":"Loews Hotel Vogue","customer_acct_name":"Loews Hotel Vogue","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"260375","full_name":"Terry Taylor","do_id":"L25A00912","language":"English","canceldate":"2021-04-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2018-02-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"05","blocnote":"04 June 2025 VM says another name\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026-05-08 Dial no answer, phone: +15148233191\n2026 May 11 voicemail reached - no contact\n2026-05-11 Dial no answer, phone: +15148233191\n2026 May 13 call reached voicemail of Samantha Singer\n2026-05-13 Dial no answer, phone: +15148233191\n2026 May 15 call reached voicemail of Samantha Singer\n2026-05-15 Dial no answer, phone: +15148233191","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:48-04:00","pds_july":"1","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A00912","temp_intcode_for_auto_old_int_code":"05","pds_august":"1","phone_2":"5148233191","pds_september":"1","last_infoline_date_type":"2019-10-10","last_act_type":"2020-04-02","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"terrytaylor@loewshotels.com","formatted_paid_thru":"31\/01\/2021","latest_paid_thru":"2021-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:23-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to the voicemail of Samantha Singer. No conversation took place.","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","session_id":"call_45bda2b3b5e7f54803833174774","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_45bda2b3b5e7f54803833174774","old_int_code":"06","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"35244","email":"aliceworkemail1@gmail.com","first_name":"Chia","last_name":"Lee","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Chia Ying Lee","language":"English","canceldate":"2023-02-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C01947","new_member_date_2":"2021-12-22","phone_2":"6045358698","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308287","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01947","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-22","pcl_status":"P","pcl_completion_date":"2022-04-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"aliceworkemail1@gmail.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 voicemail reached for Celeste Dalton\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail of Celeste Goldstein","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:45-04:00","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","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:22:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached the voicemail of Celeste Goldstein 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","session_id":"call_3070004cc9094d7aeb76da50940","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3070004cc9094d7aeb76da50940"}},"seriesid":"163"}
{"contact":{"id":"34111","email":"luciak@sasktel.net","first_name":"Tracy","last_name":"Luciak","phone":"7208370860","orgname":"Numbers Bookkeeping & Payroll","customer_acct_name":"Numbers Bookkeeping & Payroll","tags":"npiAlert13, NPI LN sent to TM, TMAI","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":"0","blocnote":"June 4 2025 vm\r\nAug 21 2025 vm\n2026 May 08 call reached voicemail - no contact made\n2026-05-08 invalid phone destination, phone: +13065451941","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","pds_july":"15","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A00655","temp_intcode_for_auto_old_int_code":"08","pds_august":"15","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","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:51:42-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call reached a voicemail where Tracy indicated she could not take the call at the moment. 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","session_id":"call_3de4c6b932894ecce08b6be2c5e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3de4c6b932894ecce08b6be2c5e","old_int_code":"08"}},"seriesid":"163"}
{"contact":{"id":"33864","email":"jaferguson@shawbiz.ca","first_name":"Joyce","last_name":"Ferguson","phone":"7804354155","orgname":"J A Ferguson Accounting Services","customer_acct_name":"J A Ferguson Accounting Services","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"293993","full_name":"Joyce Ferguson","language":"English","canceldate":"2024-12-04","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2020-10-23","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","blocnote":"02 June 2025 Completed\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail at J. A. Ferguson accounting service\n2026 May 11 contact declined renewal due to cost, rated satisfaction 5","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:06:45-04:00","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":"expensive","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"61+","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A01351","temp_intcode_for_auto_old_int_code":"01","phone_2":"7809919763","last_act_type":"2023-09-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jaferguson@shawbiz.ca","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-11T12:21:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent spoke with Joyce regarding her lapsed NPI membership. Joyce indicated her initial reason for joining was help with complex payroll compliance, rated her satisfaction as 5, and declined to renew due to cost. The agent completed the survey questions and closed the call politely.","aitm_callsummarytitle":"Membership Renewal Declined Due to Cost","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","session_id":"call_28d1879131db92a4c89d80a6316","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_28d1879131db92a4c89d80a6316","onesentencenotrenewed":"It's just a extra expense that I can't afford to pay.","initialvalue":"Help with Complex","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01351","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34917","email":"galvin.lindam@gmail.com","first_name":"Linda","last_name":"Galvin","phone":"7056523324","orgname":"Lakefield College School","customer_acct_name":"Lakefield College School","tags":"WR250416, WR250604, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"19442","full_name":"Linda Galvin, PLP","members_type":"CORP","coidnewmbrdate":"1992-03-01","city_1":"Peterborough","province":"ON","phone_2":"7057406766","origin":"Lapsed Members","found":"DO4 Email","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","time_zone":"2","area_code":"705","language":"English","new_member_date_2":"2013-06-11","old_do_id":"L25P01685","organization_id":"8343","intcode":"99","blocnote":"June 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T16:52:00-04:00","canceldate":"2025-06-09","cert_status":"ACTIVE","cpa_certification":"CPM","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2505213","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_infoline_date_type":"2026-01-04","last_act_type":"2026-01-04","company_paid_thru":"2027-03-31","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505213","npi_email_temp":"galvin.lindam@gmail.com","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30522","email":"letitsnow123@eastlink.ca","first_name":"Charlotte","last_name":"Snow","phone":"7808423992","orgname":"East Central Alberta Catholic Separate School Division","customer_acct_name":"East Central Alberta Catholic Separate School Division","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"222240","full_name":"Charlotte Snow, PLP","members_type":"CORP","coidnewmbrdate":"2008-01-30","city_1":"Wainwright","province":"AB","phone_2":"5872810230","extension_phone_1":"1104","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","region":"CDN","new_member_date_2":"2022-12-08","date_of_renewal_identification":"","area_code":"780","time_zone":"4","canceldate":"2026-01-19","cpa_certification":"CPM","cert_status":"ACTIVE","blocnote":"PRO became a CORP","onesentencenotrenewed":"PRO reached 3 years limit for renewal","organization_id":"7504","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2506072","language":"English","last_act_type":"2026-01-23","company_paid_thru":"2027-01-31","pcl_status":"P","pcl_completion_date":"2014-05-08","pf1_status":"P","pf1_completion_date":"2014-09-03","pf2_status":"P","pf2_completion_date":"2015-12-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-01-28","number_of_passed_courses":"4","intcode":"21","temp_intcode_for_auto_old_int_code":"21","trc":"False","wera":"False","pcp_we":"APPROVED","old_do_id":"LB2506072","pipeline_2_members_only_ast":"","old_int_code":"99","npi_email_temp":"letitsnow123@eastlink.ca","pcl_completion_date_5":"2019-05-08","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","corp_cancel_date":"2023-03-02","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"33888","email":"mohrc01@gmail.com","first_name":"Chelsey","last_name":"Mohr","phone":"4166738100","orgname":"MaRS Discovery District","customer_acct_name":"MaRS Discovery District","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"244125","full_name":"Chelsey Mohr","do_id":"L25A00855","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2016-06-17","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"16","blocnote":"03 June 2025 VM\r\nLN \/ 16 September 2025 No longer works there\n2026 May 08 contact informed Chelsey no longer works here, no new contact info","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:15-04:00","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A00855","temp_intcode_for_auto_old_int_code":"16","phone_2":"4165513332","old_int_code":"08","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2016-10-02","pf1_status":"P","pf1_completion_date":"2017-01-22","pf2_status":"P","pf2_completion_date":"2017-08-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-08-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mohrc01@gmail.com","pcl_completion_date_5":"2021-10-02","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:15-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Chelsey but was informed that she no longer works at the number called. The user did not have updated contact information for Chelsey, and the call ended shortly after.","aitm_callsummarytitle":"Contact no longer works at number","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7094cb815c8dccdbdfc3f27f2bd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7094cb815c8dccdbdfc3f27f2bd","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34673","email":"j.downing@manoir-saint-sauveur.com","first_name":"Jennifer","last_name":"Downing","phone":"4502271879","orgname":"Manoir Saint-Sauveur","customer_acct_name":"Manoir Saint-Sauveur","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"325965","full_name":"Jennifer Downing","do_id":"L25A01290","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"450","members_type":"AST","new_member_date_2":"2023-06-09","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"15","blocnote":"10 June 2025 Long wait\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached Jennifer Downing but ended due to inactivity","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01290","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2023-09-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"j.downing@manoir-saint-sauveur.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call reached an automated phone system with multiple menu options before finally connecting to a person named Jennifer Downing. The agent confirmed if they were speaking with Jennifer but the call ended due to inactivity shortly after.","aitm_callsummarytitle":"Call reached Jennifer but ended due to inactivity","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","old_int_code":"6","retell_call_status":"ended","session_id":"call_7a3394046af24e9fc0d02ac1392","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7a3394046af24e9fc0d02ac1392","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34362","email":"hossaintania@hotmail.com","first_name":"Tania","last_name":"Hossain","phone":"4032527843","orgname":"Teamsters Local Union 987","customer_acct_name":"Teamsters Local Union 987","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"219071","full_name":"Tania Hossain","do_id":"L25A00464","language":"English","canceldate":"2022-04-02","time_zone":"4","area_code":"403","extension_phone_1":"33","members_type":"AST","new_member_date_2":"2018-02-16","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","cpa_certification":"PCP","blocnote":"05 June 2025 Completed\n2026 May 08 voicemail reached, contact not available\n2026 May 08 call started, agent introduced purpose, first question asked, call ended abruptly","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","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":"expensive because she doesn't use it much","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":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A00464","temp_intcode_for_auto_old_int_code":"15","phone_2":"5872278444","last_infoline_date_type":"2022-11-01","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-12-17","pf1_status":"P","pf1_completion_date":"2013-12-04","pf2_status":"P","pf2_completion_date":"2013-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-08-07","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"hossaintania@hotmail.com","pcl_completion_date_5":"2018-12-17","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:26:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Tania and introduced themselves, explaining the purpose of the call regarding her lapsed Associate membership with the National Payroll Institute. The user agreed to proceed, and the agent began asking the first survey question before the call ended abruptly.","aitm_callsummarytitle":"Call started but ended abruptly after first question","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f2e2e65252d12814e6991782304","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f2e2e65252d12814e6991782304","number_of_calls_reached":"1"}},"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, 260522 Lapsed DEL","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":"2027-04-30","coidnewmbrdate":"22\/04\/25 00:00","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","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":"2026-06-05","company_paid_thru":"2027-04-30","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\/2027","latest_paid_thru":"2027-04-30","last_infoline_date_type":"2026-06-05","company_status":"A"}},"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, TMAI","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":"15","blocnote":"10 June 2025 Not working there\n2026 May 08 call ended early, no identity confirmation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:31-04:00","old_int_code":"16","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A00794","temp_intcode_for_auto_old_int_code":"15","phone_2":"9052444545","last_infoline_date_type":"2019-02-26","last_act_type":"2021-04-10","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","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:31-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Crystal but the user did not confirm their identity and ended the call shortly after.","aitm_callsummarytitle":"Call ended early without confirmation","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"User did not confirm identity and ended the call early.","initialvalue":"Other","othermemberbenefit":"User did not provide other reasons.","astotherreasonsnottorenew":"User did not provide reason for not renewing.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bda0ba75f6eefc8e315a25b7804","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bda0ba75f6eefc8e315a25b7804","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34234","email":"kerri.zillman82@gmail.com","first_name":"Kerri","last_name":"Zillman","phone":"2267530760","orgname":"Regional Municipality of Waterloo","customer_acct_name":"Regional Municipality of Waterloo","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"180862","full_name":"Kerri Zillman, PCP","language":"English","canceldate":"2022-08-04","time_zone":"2","area_code":"226","members_type":"CORP","new_member_date_2":"2020-12-11","lead_status":"Lapsed DEL","no_email_solicitation":"False","cert_status":"ACTIVE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","organization_id":"10691","intcode":"99","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T13:04:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O05611","temp_intcode_for_auto_old_int_code":"99","phone_2":"2896814026","old_do_id":"LB2505871","old_int_code":"6","last_infoline_date_type":"2025-11-25","last_act_type":"2026-12-01","company_paid_thru":"2026-02-28","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2011-09-08","pf1_status":"P","pf1_completion_date":"2022-07-24","pf2_status":"P","pf2_completion_date":"2022-11-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"EXEMPTED","do_id":"L25O05611","npi_email_temp":"kerri.zillman82@gmail.com","pcl_completion_date_5":"2016-09-08","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","ln_entered_date":"2026-05-26","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34579","email":"aletta.sarrasin@gmail.com","first_name":"Aletta","last_name":"Sarrasin","phone":"7809511484","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"13661","full_name":"Aletta Sarrasin","language":"English","canceldate":"2021-11-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"1998-08-26","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","blocnote":"june 9 2025 completed\n2026 May 08 contact declined renewal due to no longer working in payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","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":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am retired","hardtoparticipateevents":"No","mini_nps":"1","age_range":"61+","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25A00515","temp_intcode_for_auto_old_int_code":"1","phone_2":"7809511484","last_act_type":"2020-10-30","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":"aletta.sarrasin@gmail.com","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted Aletta regarding her lapsed Associate membership with the National Payroll Institute and conducted a survey about her membership experience. Aletta expressed dissatisfaction with a rating of 1, indicated her age range as 61+, and declined to renew because she is no longer working in payroll. The call concluded politely with no further action taken.","aitm_callsummarytitle":"Membership Renewal Declined - No Longer in Payroll","notrenewedwanttorenew":"No","onesentencenotrenewed":"No longer working in payroll.","initialvalue":"Designation","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","old_do_id":"L25A00515","session_id":"call_7147aab5ade038d91277a74af47","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7147aab5ade038d91277a74af47","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34434","email":"quinnbuchananbooks@gmail.com","first_name":"Quinn","last_name":"Buchanan","phone":"6045517763","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"317973","full_name":"Quinn Buchanan","language":"English","canceldate":"2023-12-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2022-10-24","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"11","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no message left\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 contact requested to stop calls and be removed from call list","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:47-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A01232","temp_intcode_for_auto_old_int_code":"11","phone_2":"6045517763","last_act_type":"2022-07-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"quinnbuchananbooks@gmail.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-11T13:21:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent reached Quinn and informed them about their lapsed Associate membership with the National Payroll Institute. Quinn requested to stop receiving calls and asked to be removed from the call list, ending the conversation abruptly.","aitm_callsummarytitle":"User requested removal from call list","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_74f686ec995a3426854f7e0057e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_74f686ec995a3426854f7e0057e","mini_nps":"3","onesentencenotrenewed":"User requested to stop calls and be removed from the call list.","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01232","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35650","email":"klarson@mcdougallinsurance.com","first_name":"Kelly","last_name":"Larson","phone":"6136505223","orgname":"McDougall Insurance & Financial","customer_acct_name":"McDougall Insurance & Financial","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kelly Larson","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"L25C00735","new_member_date_2":"2018-08-15","pds_april":"1","phone_2":"6133290407","province":"ON","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"217776","pds_july":"1","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C00735","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_infoline_date_type":"2022-09-19","last_act_type":"2022-09-19","pcl_status":"P","pcl_completion_date":"2018-12-02","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":"klarson@mcdougallinsurance.com","pcl_completion_date_5":"2023-12-02","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35127","email":"devinkhuu@me.com","first_name":"Caitlyn","last_name":"Khuu","phone":"9056370004","orgname":"Eiffage","customer_acct_name":"Eiffage","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Caitlyn Khuu","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01184","new_member_date_2":"2020-06-17","phone_2":"9053511300","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"289636","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C01184","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-05-31","pcl_status":"E","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"devinkhuu@me.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"34872","email":"melissamax@greatblueresorts.com","first_name":"Melissa","last_name":"Maxwell","phone":"5192164072","orgname":"Great Blue Resorts","customer_acct_name":"Great Blue Resorts","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Melissa Maxwell","members_type":"CORP","organization_id":"340147","coidnewmbrdate":"2024-08-09","city_1":"St Catharines","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"519","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"346469","paid_thru":"2026-07-31","last_act_type":"2025-01-15","company_paid_thru":"2026-07-31","pcl_status":"P","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2506398","temp_do_id_for_auto_old_do_id":"LB2506398","pcl_completion_date":"2026-01-06","npi_email_temp":"melissamax@greatblueresorts.com","pcl_completion_date_5":"2031-01-06","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"33966","email":"lulune62@hotmail.com","first_name":"Lucille","last_name":"L\u00e9onard","phone":"5146181808","orgname":"Hexavest inc.","customer_acct_name":"Hexavest inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"250858","full_name":"Lucille L\u00e9onard","do_id":"L25A00878","language":"French","canceldate":"2022-01-07","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2017-11-29","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"4","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"4","paid_thru":"2021-10-31","intcode":"15","blocnote":"18 aout 2025 bv\n2026 May 08 call reached Lucille but call ended early without completion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:52-04:00","temp_do_id_for_auto_old_do_id":"L25A00878","temp_intcode_for_auto_old_int_code":"15","pds_august":"4","phone_2":"5146181808","pds_september":"4","last_infoline_date_type":"2021-06-18","last_act_type":"2021-06-18","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"lulune62@hotmail.com","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:52-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Lucille and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. The user seemed confused about the membership being referenced, and the call ended shortly after without completing the survey or renewal discussion.","aitm_callsummarytitle":"Call reached contact but ended 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","session_id":"call_2217f5a272c22f84ef646b99873","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2217f5a272c22f84ef646b99873","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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":"2020-05-10","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","latest_paid_thru":"2021-09-30"}},"seriesid":"163"}
{"contact":{"id":"34946","email":"sophie.lefebvre@wendake.ca","first_name":"Sophie","last_name":"Lefebvre","phone":"4188433767","orgname":"Conseil de la Nation Huronne-Wendat","customer_acct_name":"Conseil de la Nation Huronne-Wendat","tags":"WR250430, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Sophie Lefebvre","members_type":"CORP","coidnewmbrdate":"2021-06-10","city_1":"Wendake","province":"QC","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","time_zone":"2","organization_id":"171170","individual_id":"350146","paid_thru":"2027-05-31","language":"French","last_infoline_date_type":"2026-04-21","last_act_type":"2026-04-21","company_paid_thru":"2027-05-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507289","temp_do_id_for_auto_old_do_id":"LB2507289","npi_email_temp":"sophie.lefebvre@wendake.ca","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","company_status":"A"}},"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, 260522 Lapsed DEL","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","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":"LB2504596","pds_september":"146","last_infoline_date_type":"2022-02-15","last_conf_date_type":"2019-06-12","last_act_type":"2026-04-05","company_paid_thru":"2027-03-31","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","pds_october":"146","trc":"False","wera":"False","pds_november":"146","npi_email_temp":"caball21@gmail.com","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"33945","email":"davidmspringf@yahoo.ca","first_name":"David","last_name":"McInnis","phone":"4032455446","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"122185","full_name":"David McInnis","do_id":"L25A00616","language":"English","canceldate":"2022-10-04","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2020-08-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"12","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","blocnote":"June 3 2025 completed\n2026 May 08 contact not available, unsure best time to reach David.\n2026 May 11 reached voicemail - no contact\n2026 May 11 voicemail reached, no contact made\n2026 May 13 voicemail reached, no contact with intended person\n2026 May 13 call reached non-David, no callback time given.\n2026 May 15 call reached voicemail\n2026 May 15 call reached voicemail - no conversation\n2026 May 19 voicemail reached, no human interaction\n2026 May 19 call reached voicemail\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 voicemail reached, no human interaction\n2026 May 25 call reached voicemail, no human interaction\n2026 May 25 call reached voicemail, no contact made.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T17:07:17-04:00","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":"No interaction due to voicemail.","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"i am not doing payroll now.","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Preferred 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","pds_july":"12","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A00616","temp_intcode_for_auto_old_int_code":"06","pds_august":"12","phone_2":"4032455446","pds_september":"12","last_act_type":"2021-08-10","number_of_passed_courses":"0","pds_october":"12","trc":"False","wera":"False","pds_november":"12","npi_email_temp":"davidmspringf@yahoo.ca","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31","called_by":"Tri","aitm_status_called":"2026-05-25T17:22:08-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"13","npi_transcriptsummary":"The call was not answered by a human and went to voicemail.","aitm_callsummarytitle":"Call reached voicemail, no contact made","notrenewedwanttorenew":"No","onesentencenotrenewed":"No interaction with contact; call went to voicemail.","initialvalue":"Other","old_int_code":"03","astotherreasonsnottorenew":"No interaction due to voicemail.","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e1b102d06af20d93f6aaaf86560","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e1b102d06af20d93f6aaaf86560","number_of_calls_reached":"2"}},"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","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","corp_cancel_date":"2023-11-02","company_status":"I"}},"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","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"34426","email":"jprawdzik@slcs.ca","first_name":"Justine","last_name":"Prawdzik","phone":"5198503777","orgname":"St. Leonard's Society of London","customer_acct_name":"St. Leonard's Society of London","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"284212","full_name":"Justine Prawdzik","do_id":"L25A00479","language":"English","canceldate":"2021-02-02","time_zone":"2","area_code":"519","extension_phone_1":"230","members_type":"AST","new_member_date_2":"2020-01-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"0","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026-05-08 invalid phone destination, phone: +15198503777","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:28-04:00","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A00479","temp_intcode_for_auto_old_int_code":"08","last_infoline_date_type":"2020-02-01","last_act_type":"2020-02-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jprawdzik@slcs.ca","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:28-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_76e0a738962ea628a3bfaaaa014","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_76e0a738962ea628a3bfaaaa014","phone_2":"5198501396"}},"seriesid":"163"}
{"contact":{"id":"9226","email":"haylee.parks@parkslivestock.com","first_name":"Haylee","last_name":"Parks","phone":"9107998080","orgname":"The Parks Companies","customer_acct_name":"The Parks Companies","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Haylee Parks","language":"English","origin":"Lapsed Spring 2024","domain_1":"parkslivestock.com","individual_id":"316728","area_code":"910","region":"CDN","lead_status":"Refused","last_engaged_date":"2024-11-22","old_do_id":"LB2502757","time_zone":"2","province":"NC","members_type":"CAND","phone_2":"9104714925","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"Mar 26 2025 interview completed ( nb she never used the membership)","dhmsfin_telemarketing_last_contacted_date":"2025-03-26T13:42:00-04:00","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":"No","mini_nps":"9","age_range":"Prefers not to say","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"Yes","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-11-02","paid_thru":"2023-08-31","new_member_date_2":"2022-09-21","temp_do_id_for_auto_old_do_id":"LB2505363","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":"2022-09-21","pcl_status":"F","pcl_completion_date":"2023-01-19","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505363","npi_email_temp":"haylee.parks@parkslivestock.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"34796","email":"shannon.melsted@gmail.com","first_name":"Shannon","last_name":"Melsted","phone":"8444384864","orgname":"Humi Payroll Ltd.","customer_acct_name":"Humi Payroll Ltd.","tags":"npiAlert3, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"340124","full_name":"Shannon Melsted","language":"English","canceldate":"2024-10-31","time_zone":"2","area_code":"844","members_type":"CORP","new_member_date_2":"2024-07-24","lead_status":"Not Relevant","no_email_solicitation":"False","pipeline_1_lapsed_members":"","province":"AB","organization_id":"243765","intcode":"99","blocnote":"June 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T16:29:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2507170","temp_intcode_for_auto_old_int_code":"99","phone_2":"4036124576","old_do_id":"LB2507170","old_int_code":"6","last_infoline_date_type":"2025-03-19","last_act_type":"2025-03-19","company_paid_thru":"2026-10-31","number_of_passed_courses":"0","date_of_renewal_identification":"","trc":"False","wera":"False","npi_email_temp":"shannon.melsted@gmail.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34098","email":"yin51565@gmail.com","first_name":"Yin","last_name":"Yuan","phone":"6043242500","orgname":"Kent Metal Products Ltd.","customer_acct_name":"Kent Metal Products Ltd.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"157985","full_name":"Yin Yuan","do_id":"L25A00652","language":"English","canceldate":"2024-08-07","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2023-07-26","lead_status":"Refused","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","cpa_certification":"PCP","intcode":"21","blocnote":"04 June 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T16:21:00-04:00","old_int_code":"12","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25A00652","temp_intcode_for_auto_old_int_code":"21","phone_2":"6042780086","last_infoline_date_type":"2023-09-20","last_act_type":"2024-07-08","pcl_status":"P","pcl_completion_date":"2020-04-26","pf1_status":"P","pf1_completion_date":"2020-05-24","pf2_status":"P","pf2_completion_date":"2020-06-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-08-13","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"yin51565@gmail.com","pcl_completion_date_5":"2025-04-26","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","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","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:41-04:00","number_of_call_attempts":"8","number_of_total_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","session_id":"call_36e757298dce5805e3839bffc6d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_36e757298dce5805e3839bffc6d","mini_nps":"3"}},"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","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"35032","email":"cathytang2013@gmail.com","first_name":"Yunhua","last_name":"Tang","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yunhua Tang","language":"English","canceldate":"2023-05-02","cpa_certification":"PCP","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C02175","new_member_date_2":"2022-03-09","cert_status":"PENDING","phone_2":"5879378162","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"310960","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":"L25C02175","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-31","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-08-31","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"cathytang2013@gmail.com","pcl_completion_date_5":"2027-06-05","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"35292","email":"rachit.mittal06@gmail.com","first_name":"Rachit","last_name":"Mittal","phone":"6044378585","orgname":"CDI College - Burnaby Campus","customer_acct_name":"CDI College - Burnaby Campus","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rachit Mittal","language":"English","canceldate":"2023-10-03","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02451","new_member_date_2":"2022-08-17","phone_2":"6043394276","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313270","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":"L25C02451","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-17","pcl_status":"P","pcl_completion_date":"2022-10-24","pf1_status":"P","pf1_completion_date":"2022-08-08","pf2_status":"P","pf2_completion_date":"2022-09-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"rachit.mittal06@gmail.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"107918","full_name":"Patricia Larsen","language":"English","canceldate":"2022-07-05","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2006-09-20","lead_status":"Refused","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","cpa_certification":"PCP","blocnote":"02 June 2025 Completed\n2026 May 08 voicemail reached, message left for Patricia\n2026 May 08 contact declined renewal, reason no longer working in payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:44-04:00","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":"3","age_range":"46-60","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":"01","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","latest_paid_thru":"2022-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:21:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Patricia regarding her lapsed Associate membership with the National Payroll Institute and conducted a survey about her membership experience. Patricia indicated her initial reason for joining was to gain a payroll designation, rated her satisfaction as average, and declined to renew because she is no longer working in payroll. The call concluded politely without any issues.","aitm_callsummarytitle":"Membership Renewal Declined - No Longer in Payroll","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","session_id":"call_dc5e63449e7942ce80a61b6148e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_dc5e63449e7942ce80a61b6148e","onesentencenotrenewed":"No longer working in payroll.","initialvalue":"Designation","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00601","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33720","email":"lynette.gomes@westpark.org","first_name":"Lynette","last_name":"Gomes","phone":"4163403741","orgname":"University Health Network","customer_acct_name":"University Health Network","tags":"npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"309846","full_name":"Lynette Gomes","members_type":"CORP","do_id":"L25O00741","lead_status":"Renewed Lapsed","coidnewmbrdate":"1999-02-25","city_1":"Toronto","time_zone":"2","province":"ON","language":"English","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"02 June 2025 VM\r\n15 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T09:07:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"L25O00741","temp_intcode_for_auto_old_int_code":"99","organization_id":"9604","date_of_renewal_identification":"2026-05-28","old_int_code":"6","last_infoline_date_type":"2024-02-27","last_act_type":"2024-02-27","company_paid_thru":"2026-07-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lynette.gomes@westpark.org","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35052","email":"blainryan@gmail.com","first_name":"Blain","last_name":"Ryan","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Blain Ryan","language":"English","canceldate":"2023-03-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C01430","new_member_date_2":"2021-01-19","phone_2":"3063715830","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"296856","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01430","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-10-12","pcl_status":"F","pcl_completion_date":"2022-04-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"blainryan@gmail.com","pcl_completion_date_5":"2027-04-21","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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":"2018-12-07","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","latest_paid_thru":"2020-11-30"}},"seriesid":"163"}
{"contact":{"id":"34295","email":"glegault@hotmail.com","first_name":"Ginette","last_name":"Legault","phone":"5146958335","orgname":"Nova West Island","customer_acct_name":"Nova West Island","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"99958","full_name":"Ginette Legault","do_id":"L25A00448","language":"French","canceldate":"2023-10-03","time_zone":"2","area_code":"514","extension_phone_1":"206","members_type":"AST","new_member_date_2":"2021-08-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"23","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"23","paid_thru":"2023-07-31","intcode":"03","blocnote":"21 aout 2025 bv\n2026 May 08 call reached Tina Sigalos, Ginette not available","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:16-04:00","temp_do_id_for_auto_old_do_id":"L25A00448","temp_intcode_for_auto_old_int_code":"03","pds_august":"23","phone_2":"5146367348","pds_september":"23","last_infoline_date_type":"2023-06-29","last_conf_date_type":"2015-06-02","last_act_type":"2023-06-29","pcl_status":"P","pcl_completion_date":"2006-07-27","pf1_status":"P","pf1_completion_date":"2007-12-14","number_of_passed_courses":"2","pds_october":"23","trc":"False","wera":"False","pds_november":"23","npi_email_temp":"glegault@hotmail.com","pcl_completion_date_5":"2011-07-27","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:16-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Ginette Legault but spoke with Tina Sigalos instead. The agent asked when would be the best date and time to reach Ginette, but the call ended without further resolution.","aitm_callsummarytitle":"Attempted to reach Ginette Legault, spoke with Tina","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_89e926b98831c016cc13aa063ed","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_89e926b98831c016cc13aa063ed","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34217","email":"dayna.zlotnick@tlmpartners.com","first_name":"Dayna","last_name":"Zlotnick","phone":"5145916179","orgname":"TLM Partners","customer_acct_name":"TLM Partners","tags":"npiAlert13, AI Contacts sent to TM 2026","ip4":"127.0.0.1","fields":{"individual_id":"179025","full_name":"Dayna Zlotnick","do_id":"AST02687","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2026-01-13","lead_status":"Renewed AST","no_email_solicitation":"False","pds_march":"4","pipeline_1_lapsed_members":"Renewed lapsed","province":"QC","blocnote":"May 11 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:37:00-04:00","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","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The company didn't approve paying for the renewal","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":"No","pds_july":"4","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"AST02687","temp_intcode_for_auto_old_int_code":"06","pds_august":"4","phone_2":"5145916179","pds_september":"4","last_infoline_date_type":"2026-02-17","last_act_type":"2026-02-17","pcl_status":"P","pcl_completion_date":"2011-04-07","number_of_passed_courses":"1","pds_october":"4","trc":"False","wera":"False","pds_november":"4","date_of_renewal_identification":"2026-01-14","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","old_do_id":"L25A00680","old_int_code":"99","telemarketing_call_date":"2026-05-11","npi_email_temp":"dayna.zlotnick@tlmpartners.com","pcl_completion_date_5":"2016-04-07","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"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, TMAI","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":"06","blocnote":"june 9 2025 vm\r\nLN \/ 24 September 202wrong number\n2026-05-08 Dial no answer, phone: +17806387788\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 Dial no answer, phone: +17806387788\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 Dial no answer, phone: +17806387788\n2026 May 13 call reached voicemail, no human interaction\n2026-05-15 Dial no answer, phone: +17806387788\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A01299","temp_intcode_for_auto_old_int_code":"06","phone_2":"7808079161","old_int_code":"05","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","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:40-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1fa77c884a5e328f8893118f3a5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1fa77c884a5e328f8893118f3a5","npi_transcriptsummary":"The call reached voicemail and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
{"contact":{"id":"33877","email":"tatianafernandez1025@gmail.com","first_name":"Tatiana","last_name":"Garrido","phone":"5148343079","orgname":"Sutton QC","customer_acct_name":"Sutton QC","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"284586","full_name":"Tatiana Garrido, Comptable","do_id":"L25A01354","language":"English","canceldate":"2021-03-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2020-01-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"15","blocnote":"03 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call initiated but no clear conversation, call disconnected due to inactivity","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A01354","temp_intcode_for_auto_old_int_code":"15","phone_2":"5148343079","last_act_type":"2021-01-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tatianafernandez1025@gmail.com","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:53-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Tatiana but the call was very brief and mostly inaudible, with no clear conversation or task completion.","aitm_callsummarytitle":"Unsuccessful call attempt to Tatiana","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4524919524cb10cb5bc4f30ae2c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4524919524cb10cb5bc4f30ae2c","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34675","email":"sellis@sd8.bc.ca","first_name":"Shannon","last_name":"Ellis","phone":"2505057033","orgname":"School District 8 Kootenay Lake","customer_acct_name":"School District 8 Kootenay Lake","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"228697","full_name":"Shannon Ellis","do_id":"L25A00789","language":"English","canceldate":"2021-08-04","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2019-03-20","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"05","blocnote":"06 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026-05-08 Dial no answer, phone: +12508254492\n2026 May 11 call reached voicemail, no contact made\n2026-05-11 Dial no answer, phone: +12508254492\n2026 May 13 call reached voicemail, no contact made\n2026-05-13 Dial no answer, phone: +12508254492\n2026 May 15 call reached voicemail for Kent Tamblin\n2026-05-15 Dial no answer, phone: +12508254492","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","paid_thru":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25A00789","temp_intcode_for_auto_old_int_code":"05","phone_2":"2508254492","last_act_type":"2020-10-06","pcl_status":"P","pcl_completion_date":"2015-02-06","pf1_status":"F","pf1_completion_date":"2019-07-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-03-10","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"sellis@sd8.bc.ca","pcl_completion_date_5":"2020-02-06","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:31-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Kent Tamblin but was forwarded to voicemail. No conversation with a human took place.","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","session_id":"call_dcf4d068dca2827e1a5b06b9a7c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_dcf4d068dca2827e1a5b06b9a7c","old_int_code":"06"}},"seriesid":"163"}
{"contact":{"id":"33744","email":"hannah.hensley@solera.com","first_name":"Hannah","last_name":"Hensley","phone":"3859008729","orgname":"Audatex Canada ULC","customer_acct_name":"Audatex Canada ULC","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334563","full_name":"Hannah Hensley, CPP","members_type":"CORP","do_id":"L25O00766","lead_status":"Lapsed Member","coidnewmbrdate":"2024-02-21","city_1":"Mississauga","time_zone":"2","province":"ON","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T09:26:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00766","temp_intcode_for_auto_old_int_code":"6","organization_id":"334564","last_act_type":"2025-03-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hannah.hensley@solera.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"35336","email":"vanessa.peigan@fhqtc.com","first_name":"Vanessa","last_name":"Peigan","phone":"3063328228","orgname":"File Hills Qu'Appelle Tribal Council","customer_acct_name":"File Hills Qu'Appelle Tribal Council","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Vanessa Peigan","language":"English","canceldate":"2024-04-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C01464","new_member_date_2":"2021-02-17","phone_2":"3063328228","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"298156","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C01464","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-12-20","last_act_type":"2024-12-20","pcl_status":"F","pcl_completion_date":"2023-10-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vanessa.peigan@fhqtc.com","pcl_completion_date_5":"2028-10-11","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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","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","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25C00654","last_act_type":"2026-02-21","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","latest_paid_thru":"2027-01-31","cpa_certification":"PCP"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-07-31"}},"seriesid":"163"}
{"contact":{"id":"33735","email":"lcayer@croftonmoore.com","first_name":"Louise","last_name":"Cayer","phone":"5148454500","orgname":"Crofton Moore Property Services Inc.","customer_acct_name":"Crofton Moore Property Services Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"20994","full_name":"Louise Cayer","members_type":"CORP","do_id":"L25O00756","lead_status":"Lapsed Member","coidnewmbrdate":"1999-01-28","city_1":"Montr?al","time_zone":"2","province":"QC","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"02 June 2025 VM\r\n15 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T09:09:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00756","temp_intcode_for_auto_old_int_code":"6","organization_id":"20993","pds_august":"1","pds_september":"1","last_act_type":"2025-03-13","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"lcayer@croftonmoore.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"35346","email":"waynewx1982@gmail.com","first_name":"Xing","last_name":"Wu","phone":"7782395668","orgname":"Holinova Technology Ltd.","customer_acct_name":"Holinova Technology Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Xing Wu","language":"English","canceldate":"2024-09-04","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01204","new_member_date_2":"2020-07-02","cert_status":"PENDING","phone_2":"7782395668","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290061","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C01204","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-20","pcl_status":"P","pcl_completion_date":"2020-09-28","pf1_status":"P","pf1_completion_date":"2020-11-15","pf2_status":"P","pf2_completion_date":"2021-01-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-12-23","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"waynewx1982@gmail.com","pcl_completion_date_5":"2025-09-28","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"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, AI Contacts sent to TM 2026","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","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":"2026-04-22","company_paid_thru":"2027-04-30","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","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":"30\/04\/2027","latest_paid_thru":"2027-04-30","corp_cancel_date":"2022-06-02"}},"seriesid":"163"}
{"contact":{"id":"33789","email":"jbreton@rochonlegault.com","first_name":"Julie","last_name":"Breton","phone":"5146966226","orgname":"Rochon Legault S.e.n.c.r.l.","customer_acct_name":"Rochon Legault S.e.n.c.r.l.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"293530","full_name":"Julie Breton","do_id":"L25A01083","language":"French","canceldate":"2022-12-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2020-10-09","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","organization_id":"222851","paid_thru":"2025-01-31","intcode":"03","blocnote":"18 aout 2025 bv p 302\n2026 May 08 call attempted to reach Julie at Raison de Gaulle but no clear conversation occurred.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:50-04:00","temp_do_id_for_auto_old_do_id":"L25A01083","temp_intcode_for_auto_old_int_code":"03","last_act_type":"2021-02-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jbreton@rochonlegault.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach a contact named Julie at Raison de Gaulle. The agent navigated the phone system to reach an operator but was unable to clearly connect with Julie or have a meaningful conversation before the call ended.","aitm_callsummarytitle":"Unsuccessful attempt to reach Julie at Raison de Gaulle","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear conversation or renewal intent expressed.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"6","astotherreasonsnottorenew":"No clear reason provided due to inaudible speech and no conversation.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d2779290851c19f058c50c3bd80","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d2779290851c19f058c50c3bd80","number_of_calls_reached":"1","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"35416","email":"ellen.ursu@shaw.ca","first_name":"Ellen","last_name":"Ursu","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ellen Ursu","language":"English","canceldate":"2023-07-11","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02463","new_member_date_2":"2022-05-25","phone_2":"7788226739","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313348","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02463","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-25","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"P","pf1_completion_date":"2022-10-12","pf2_status":"P","pf2_completion_date":"2022-12-11","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ellen.ursu@shaw.ca","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"35023","email":"hanibi07@yahoo.ca","first_name":"Honey","last_name":"Miranda","phone":"4039707313","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Honey Miranda","language":"English","canceldate":"2023-03-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01925","new_member_date_2":"2022-01-08","phone_2":"4039707313","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"308170","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":"L25C01925","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-01","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":"hanibi07@yahoo.ca","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"34652","email":"taqdeeslodhi@gmail.com","first_name":"Muhammad","last_name":"Khan","phone":"4167459555","orgname":"Canadian College of Business, Science & Technology","customer_acct_name":"Canadian College of Business, Science & Technology","tags":"WR250521","ip4":"127.0.0.1","fields":{"individual_id":"325028","full_name":"Muhammad Taqdees Khan","language":"English","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2023-05-15","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","city_1":"North York","phone_2":"4373669302","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"","intcode":"21","blocnote":"June 10 2025 call back\r\nSept 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T19:49:00-04:00","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"LB2507426","temp_intcode_for_auto_old_int_code":"21","old_int_code":"99","last_act_type":"2025-05-21","pcl_status":"P","pcl_completion_date":"2024-11-26","pf1_status":"P","pf1_completion_date":"2024-12-24","pf2_status":"P","pf2_completion_date":"2025-02-03","number_of_passed_courses":"3","trc":"True","wera":"False","old_do_id":"LB2507426","npi_email_temp":"taqdeeslodhi@gmail.com","pcl_completion_date_5":"2029-11-26","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","do_id":"","pipeline_2_members_only_ast":"","ln_entered_date":"2026-06-02","onesentencenotrenewed":"CAND reached 3 years limit for renewal"}},"seriesid":"163"}
{"contact":{"id":"9145","email":"tedtan8a658@gmail.com","first_name":"Zhenshan","last_name":"Tan","phone":"4313372388","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07302","full_name":"Zhenshan Tan","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-05-03","individual_id":"298826","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2503451","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2022-05-03","province":"MB","time_zone":"3","members_type":"CAND","paid_thru":"2022-02-28","new_member_date_2":"2021-03-09","temp_do_id_for_auto_old_do_id":"L25C07302","phone_2":"4313372388","last_act_type":"2021-09-03","pcl_status":"P","pcl_completion_date":"2021-05-17","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"tedtan8a658@gmail.com","pcl_completion_date_5":"2026-05-17","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"34744","email":"gwen@bradfieldservices.com","first_name":"Gwendolyn","last_name":"Lutes","phone":"5195032178","orgname":"Bradfield Services","customer_acct_name":"Bradfield Services","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"329990","full_name":"Gwendolyn Lutes","do_id":"L25A01313","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2023-10-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 voicemail reached for Gwen Lutz\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail for Gwen Lutz\n2026 May 13 call reached voicemail for Gwen Lutz\n2026 May 13 reached voicemail, no conversation\n2026 May 15 voicemail reached for Gwen Lutz\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A01313","temp_intcode_for_auto_old_int_code":"6","phone_2":"5195032178","last_infoline_date_type":"2023-10-23","last_act_type":"2023-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gwen@bradfieldservices.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:46-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached the voicemail of Gwen Lutz 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","session_id":"call_1b7145f3aef3efa0a525edbda79","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1b7145f3aef3efa0a525edbda79"}},"seriesid":"163"}
{"contact":{"id":"34650","email":"lindsey.stanford@magnagolf.com","first_name":"Lindsey","last_name":"Stanford","phone":"9057267658","orgname":"Magna Golf Club","customer_acct_name":"Magna Golf Club","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"292786","full_name":"Lindsey Stanford, CHRL","language":"English","canceldate":"2022-11-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2020-09-23","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"01","blocnote":"June 10 2025 She is no longer working there\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 contact declined renewal, membership renewed through organization 'Odie'.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:29-04:00","old_int_code":"06","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A01077","temp_intcode_for_auto_old_int_code":"01","phone_2":"4163578524","last_infoline_date_type":"2022-07-02","last_act_type":"2022-07-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lindsey.stanford@magnagolf.com","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Lindsey regarding her lapsed Associate membership with the National Payroll Institute. Lindsey declined to renew as her membership was renewed through her organization, which she identified as \"Odie.\" The agent updated the profile accordingly and ended the call politely.","aitm_callsummarytitle":"Membership Renewal Declined - Renewed via Organization","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_343a173a6d897c8a46497938ea7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_343a173a6d897c8a46497938ea7","mini_nps":"3","onesentencenotrenewed":"My membership did renew through my organization.","initialvalue":"Other","othermemberbenefit":"Membership maintained through organization","astotherreasonsnottorenew":"Membership renewed through organization, not individually.","age_range":"Preferred not to say","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01077","number_of_calls_reached":"1"}},"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, TMAI","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":"15","blocnote":"June 4 2025 very busy call back\r\nAug 25 2025 vm\n2026 May 08 call started with Patricia, call disconnected early without completion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:32-04:00","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A01131","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:32-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Patricia and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. Patricia was asked if it was a good time to talk, but the call was disconnected shortly after without completing the survey or further discussion.","aitm_callsummarytitle":"Call disconnected early 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","session_id":"call_9fbaad57bc4c878b330549de918","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9fbaad57bc4c878b330549de918","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34183","email":"michlopez23@outlook.com","first_name":"Michelle","last_name":"Lopez","phone":"6472813954","orgname":"Mondofix Inc.","customer_acct_name":"Mondofix Inc.","tags":"npiAlert13, AI Contacts sent to TM 2026, 251120 changed int_code to 99","ip4":"127.0.0.1","fields":{"individual_id":"171306","full_name":"Michelle Lopez","do_id":"AST02465","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2025-11-06","lead_status":"Renewed AST","no_email_solicitation":"False","pds_march":"9","pipeline_1_lapsed_members":"Renewed lapsed","province":"ON","intcode":"06","blocnote":"May 11 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:36:00-04:00","pds_july":"9","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"AST02465","temp_intcode_for_auto_old_int_code":"06","pds_august":"9","phone_2":"6472813954","pds_september":"9","last_infoline_date_type":"2024-10-30","last_act_type":"2025-01-12","number_of_passed_courses":"0","pds_october":"9","old_do_id":"L25A00672","date_of_renewal_identification":"2025-11-12","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","telemarketing_call_date":"2026-05-11","old_int_code":"99","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"michlopez23@outlook.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"34778","email":"christine.samways@adp.com","first_name":"Christine","last_name":"Samways","phone":"4162077995","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"85618","full_name":"Christine Samways","do_id":"","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2022-07-19","lead_status":"Partner","no_email_solicitation":"False","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"","province":"ON","cpa_certification":"PCP","organization_id":"8176","pipeline_2_members_only_ast":"","intcode":"07","blocnote":"June 11 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T16:19:00-04:00","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25A00573","temp_intcode_for_auto_old_int_code":"7","phone_2":"5198799832","last_act_type":"2023-06-13","company_paid_thru":"2026-12-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"christine.samways@adp.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25A00573","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34283","email":"amandalm@live.ca","first_name":"Amanda","last_name":"May","phone":"7057950576","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"275278","full_name":"Amanda May","do_id":"L25A00970","language":"English","canceldate":"2021-06-02","time_zone":"2","area_code":"705","members_type":"AST","new_member_date_2":"2019-04-19","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call initiated but ended early, no renewal discussion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A00970","temp_intcode_for_auto_old_int_code":"15","phone_2":"7057950576","last_infoline_date_type":"2020-05-21","last_act_type":"2020-05-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amandalm@live.ca","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:00-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Amanda on behalf of the National Payroll Institute, but the call ended shortly after the initial greeting without further conversation.","aitm_callsummarytitle":"Brief call attempt to reach Amanda","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No renewal intent expressed during the call.","initialvalue":"Other","othermemberbenefit":"No other benefits discussed.","old_int_code":"6","astotherreasonsnottorenew":"No reason provided due to short call.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_dcc7e80f985aa940218137facb1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_dcc7e80f985aa940218137facb1","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"34061","email":"caroline@scacarolinecoulombe.ca","first_name":"Caroline","last_name":"Coulombe","phone":"5148306213","orgname":"SCA Caroline Coulombe","customer_acct_name":"SCA Caroline Coulombe","tags":"AI Contacts sent to TM 2026, 251120 changed int_code to 99","ip4":"127.0.0.1","fields":{"individual_id":"355583","full_name":"Caroline Coulombe, C.I.M.. CPB","do_id":"AST02353","language":"French","time_zone":"2","area_code":"514","members_type":"AST","lead_status":"Renewed AST","no_email_solicitation":"False","pipeline_1_lapsed_members":"Renewed lapsed","province":"QC","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T09:50:00-05:00","blocnote":"ai\r\n10 dec 2025 bv","temp_do_id_for_auto_old_do_id":"AST02353","temp_intcode_for_auto_old_int_code":"06","new_member_date_2":"2025-10-01","paid_thru":"2026-09-30","last_act_type":"2026-05-14","date_of_renewal_identification":"2025-10-08","old_do_id":"L25A01143","pipeline_2_members_only_ast":"Ongoing member to be called","telemarketing_call_date":"2025-12-10","last_infoline_date_type":"2026-05-14","number_of_passed_courses":"0","old_int_code":"99","trc":"False","wera":"False","npi_email_temp":"caroline@scacarolinecoulombe.ca","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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":"03","blocnote":"18 aout 2025 bv\n2026 May 08 call reached automated system, no human contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","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":"03","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","latest_paid_thru":"2026-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Genevi\u00e8ve at MontPac International. The call encountered an automated phone system with multiple menu options and directory searches, but the agent was unable to connect to the intended contact before the call ended.","aitm_callsummarytitle":"Call reached automated system, no contact","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_157f2b829e556d34dc3d53da1a2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_157f2b829e556d34dc3d53da1a2","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Galina Chible","members_type":"CORP","coidnewmbrdate":"2025-01-10","city_1":"Toronto","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":"2020-04-05","last_act_type":"2025-12-15","company_paid_thru":"2026-12-31","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\/2026","latest_paid_thru":"2026-12-31","ln_entered_date":"2026-05-28","corp_cancel_date":"2019-09-04"}},"seriesid":"163"}
{"contact":{"id":"33898","email":"kcurry@dtr.ca","first_name":"Karen","last_name":"Curry","phone":"2502424242","orgname":"District of Tumbler Ridge","customer_acct_name":"District of Tumbler Ridge","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"245593","full_name":"Karen Curry","language":"English","canceldate":"2024-10-02","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2016-08-17","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"01","blocnote":"June 3 2025 vm\r\nAug 20 2025 vm\n2026 May 08 contact refused to renew due to another job","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:06:44-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25A00858","temp_intcode_for_auto_old_int_code":"01","phone_2":"2502425319","last_act_type":"2023-05-06","pcl_status":"P","pcl_completion_date":"2016-12-04","pf1_status":"F","pf1_completion_date":"2020-07-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kcurry@dtr.ca","pcl_completion_date_5":"2021-12-04","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent successfully reached Karen and conducted a membership survey regarding her National Payroll Institute membership. Karen expressed that she would not renew her membership as she has moved on to another job. The call concluded politely with the agent thanking Karen for her time.","aitm_callsummarytitle":"Membership Non-Renewal - Moved On","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Karen has moved on to another job and does not wish to renew.","initialvalue":"Designation","astotherreasonsnottorenew":"Another job","old_int_code":"6","age_range":"31-45","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_do_id":"L25A00858","session_id":"call_df0f44534c651b3779324594fef","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_df0f44534c651b3779324594fef","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35291","email":"kristaassad@gmail.com","first_name":"Krista","last_name":"Owens","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Krista Owens","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"807","members_type":"CAND","do_id":"L25C02708","new_member_date_2":"2022-08-26","phone_2":"8078530524","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315006","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":"L25C02708","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-23","pcl_status":"F","pcl_completion_date":"2022-12-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kristaassad@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34113","email":"buenaventura.rowena@yahoo.ca","first_name":"Rowena","last_name":"Buenaventura","phone":"4037755711","orgname":"Mawer Investment Management Ltd.","customer_acct_name":"Mawer Investment Management Ltd.","tags":"npiAlert3, npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"10.13.129.141","fields":{"individual_id":"262866","full_name":"Rowena Buenaventura","do_id":"L25A03121","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\n2026 May 08 contact wants to renew and sent the email - NPI# 34113","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","sendapplicationform":"2026-05-08T02:00:00-04:00","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":"46-60","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":"L25A03121","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":"2026-05-08T15:25:31-04:00","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"Yes","last_engaged_date":"2025-11-27","npi_email_temp":"buenaventura.rowena@yahoo.ca","pcl_completion_date_5":"2023-09-30","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted Rowena to discuss her lapsed Associate membership and sent her the application form via email as requested. The agent then conducted a brief survey about her membership experience, including reasons for joining, satisfaction rating, and age range. The call ended positively with Rowena agreeing to renew and completing the survey.","aitm_callsummarytitle":"Renewal Intent Confirmed and Survey Completed","initialvalue":"Career","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","old_do_id":"L25A00921","session_id":"call_9b1b0f38dc937460930948e5b11","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9b1b0f38dc937460930948e5b11","number_of_calls_reached":"1","npi_email_2":"rbuenaventura@mawer.com","ln_entered_date":"2026-05-08"}},"seriesid":"163"}
{"contact":{"id":"33809","email":"glenda@boydbookkeeping.ca","first_name":"Glenda","last_name":"Boyd","phone":"6138762592","orgname":"Boyd Bookkeeping Services","customer_acct_name":"Boyd Bookkeeping Services","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"294312","full_name":"Glenda Boyd","do_id":"L25A01087","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"613","members_type":"AST","new_member_date_2":"2020-11-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"June 2 2025 Survey completed,  She is winding down business retiring. The only issues she had was receiving multiple emails in a day.\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 contact answered but ended call quickly, no survey completed","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:36-04:00","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":"Yes","membershipcostspecify":"I am winding down my business so the cost of the membership did play a role.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Retiring","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Above 61 years","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A01087","temp_intcode_for_auto_old_int_code":"15","phone_2":"6138762592","last_infoline_date_type":"2023-12-18","last_act_type":"2026-03-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"glenda@boydbookkeeping.ca","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:55-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Glenda and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. Glenda indicated it was not a good time to talk and ended the call shortly after. No further conversation or survey was completed.","aitm_callsummarytitle":"Contact ended call early, no survey completed","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","old_int_code":"06","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_667c86a2f4e3b25f75fd1a1c4e7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_667c86a2f4e3b25f75fd1a1c4e7","number_of_calls_reached":"1"}},"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":"2023-10-08","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","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"34155","email":"navjotmalhi@hotmail.ca","first_name":"Navjot","last_name":"Malhi","phone":"6045752786","orgname":"Advanced Professional Services","customer_acct_name":"Advanced Professional Services","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"252384","full_name":"Navjot Kaur Malhi","do_id":"L25A00415","language":"English","canceldate":"2023-09-02","time_zone":"5","area_code":"604","extension_phone_1":"101","members_type":"AST","new_member_date_2":"2020-07-08","lead_status":"Refused","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","cpa_certification":"PCP","intcode":"21","blocnote":"June 4 2025 Navjot no longer working there","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T20:44:00-04:00","old_int_code":"12","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A00415","temp_intcode_for_auto_old_int_code":"21","phone_2":"6045887893","last_act_type":"2025-04-24","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":"2017-08-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"navjotmalhi@hotmail.ca","pcl_completion_date_5":"2022-06-04","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"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, TMAI","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":"15","blocnote":"June 3 2025 vm\r\nAug 21 2025 vm\r\nLN Nov 19 2025 vm\n2026 May 08 call started, agent reached Sharyn and began survey, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:52-04:00","pds_july":"8","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A00618","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:52-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent successfully reached Sharyn and began the membership renewal survey by asking the initial value question that motivated her to join the National Payroll Institute. The call was brief and ended shortly after the first question was asked.","aitm_callsummarytitle":"Initial Survey Question Asked to Sharyn","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_28178ebf4eeaf9aefdc87e0b0e6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_28178ebf4eeaf9aefdc87e0b0e6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34371","email":"kimmytruong2014@gmail.com","first_name":"Kim","last_name":"Truong","phone":"9053382999","orgname":"Spring Air Systems Inc","customer_acct_name":"Spring Air Systems Inc","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"228812","full_name":"Kim Truong","do_id":"L25A00466","language":"English","canceldate":"2024-01-05","time_zone":"2","area_code":"905","extension_phone_1":"43","members_type":"AST","new_member_date_2":"2020-01-24","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\n2026 May 08 call ended without reaching contact due to automated system and invalid extension entries\n2026 May 11 call ended without reaching Kim Truong due to missing extension\n2026 May 13 reached voicemail for Kim Truong in accounting department, no human contact\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call ended without reaching a human, invalid extensions entered repeatedly\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail after attempting to connect to Kim Truong in accounting.\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 voicemail reached, no human answered\n2026 May 25 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:08-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A00466","temp_intcode_for_auto_old_int_code":"06","phone_2":"6478954601","last_infoline_date_type":"2023-04-28","last_act_type":"2023-04-28","pcl_status":"P","pcl_completion_date":"2015-04-20","pf1_status":"P","pf1_completion_date":"2020-05-24","pf2_status":"P","pf2_completion_date":"2021-03-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-05-03","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"kimmytruong2014@gmail.com","pcl_completion_date_5":"2020-04-20","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-25T13:27:03-04:00","number_of_call_attempts":"6","number_of_total_call_attempts":"11","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately upon connection.","aitm_callsummarytitle":"Voicemail reached, no human answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","old_int_code":"03","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5de33ce9d800c89649e110f3f7d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5de33ce9d800c89649e110f3f7d","number_of_calls_reached":"3","mini_nps":"3","onesentencenotrenewed":"No renewal intent expressed as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine.","astotherreasonsnottorenew":"Call reached voicemail, no conversation occurred.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"35395","email":"emmasandhu5@gmail.com","first_name":"Emma","last_name":"Sandhu","phone":"6044999174","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Emma Sandhu","language":"English","canceldate":"2023-07-11","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02461","new_member_date_2":"2022-05-27","phone_2":"6044999174","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313345","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02461","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-17","pcl_status":"F","pcl_completion_date":"2022-07-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"emmasandhu5@gmail.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"34249","email":"wendy_moore@intuit.com","first_name":"Wendy","last_name":"Moore","phone":"7755444180","orgname":"Intuit","customer_acct_name":"Intuit","tags":"PartnerAutomation, npiPartnerAccount","ip4":"127.0.0.1","fields":{"individual_id":"312906","full_name":"Wendy Moore","do_id":"L25A01187","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"775","members_type":"AST","new_member_date_2":"2022-05-12","lead_status":"Partner","no_email_solicitation":"False","pipeline_1_lapsed_members":"","province":"NV","pipeline_2_members_only_ast":"","intcode":"06","blocnote":"04 June 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T21:49:00-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A01187","temp_intcode_for_auto_old_int_code":"6","phone_2":"7755444180","last_act_type":"2023-03-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"wendy_moore@intuit.com","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"34821","email":"coralee.cann@iainvestia.ca","first_name":"Coralee","last_name":"Cann","phone":"5192454344","orgname":"H&N Tax Services Inc.","customer_acct_name":"H&N Tax Services Inc.","tags":"payroll.ca visited, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"349669","full_name":"Coralee Cann","members_type":"AST","lead_status":"Renewed APX","do_id":"AST1924","new_member_date_2":"2025-04-09","city_1":"Strathroy","time_zone":"2","province":"ON","language":"English","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","blocnote":"May 11 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:49:00-04:00","intcode":"06","pipeline_1_lapsed_members":"","paid_thru":"2027-03-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","member_september":"3","temp_do_id_for_auto_old_do_id":"AST1924","temp_intcode_for_auto_old_int_code":"06","last_engaged_date":"2025-10-01","last_act_type":"2026-02-17","telemarketing_call_date":"2026-05-11","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:40-05:00","npi_email_temp":"coralee.cann@iainvestia.ca","apx_entered_date":"2026-02-14","date_of_renewal_identification":"2026-02-20","old_int_code":"99","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"162876","full_name":"Karen Lasky","language":"English","canceldate":"2021-03-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2010-01-13","lead_status":"Refused","no_email_solicitation":"False","pds_march":"5","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","cpa_certification":"PCP","intcode":"01","blocnote":"June 4 2025 vm\r\nAug 21 2025 vm\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 call reached voicemail\n2026 May 11 call reached voicemail\n2026 May 11 contact is retiring and not renewing membership","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:06:48-04:00","pds_july":"5","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A00659","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T12:26:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent spoke with Karen, who confirmed she is no longer practicing payroll and is retiring, thus not interested in renewing her membership. Karen declined to answer further survey questions due to being at work. The call ended politely without renewal or survey completion.","aitm_callsummarytitle":"Contact retiring, not renewing membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_20f0f7c3dd0e5f3fcc0933d0ed6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_20f0f7c3dd0e5f3fcc0933d0ed6","onesentencenotrenewed":"I'm going to be retiring.","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00659","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34610","email":"alunarodriguez@usg.com","first_name":"Arely","last_name":"Rodriguez","phone":"5142572783","orgname":"CGC Inc.","customer_acct_name":"CGC Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"323820","full_name":"Arely Luna Rodriguez","do_id":"L25A01273","language":"French","canceldate":"2024-06-04","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2023-04-14","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-03-31","blocnote":"L.N completer 15 sept 2025\n2026 May 08 contact requested callback in one hour at 11:07","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:14-04:00","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":"No","notrenewedother":"frais \u00e9lev\u00e9","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"cout trop \u00e9lev\u00e9","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"ne fait plus la paie","hardtoparticipateevents":"No","engagingstrategiesspecify":"recevait des courriel dans pourielle car la compagnie bloquait le cite","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","intcode":"10","temp_do_id_for_auto_old_do_id":"L25A01273","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2023-04-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"alunarodriguez@usg.com","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:14-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_call_back_date_and_time":"2026-05-08T11:07:00-04:00","npi_call_back_time_hour":"11","npi_call_back_time_minute":"07","npi_transcriptsummary":"The agent called Arely to discuss her lapsed Associate membership with the National Payroll Institute. Arely requested a callback in one hour due to being in a meeting, and the agent scheduled the callback for 11:07 AM Toronto time. The call ended after confirming the callback time without further discussion.","aitm_callsummarytitle":"Callback Scheduled per User Request","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c7175deafce7e65baf9ca9eecca","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c7175deafce7e65baf9ca9eecca"}},"seriesid":"163"}
{"contact":{"id":"34425","email":"juliette@antriminvestments.com","first_name":"Jun","last_name":"Xu","phone":"6045302301","orgname":"Antrim Investments Ltd.","customer_acct_name":"Antrim Investments Ltd.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"317878","full_name":"Jun (Juliette) Xu","do_id":"L25A01230","language":"English","canceldate":"2024-12-04","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2022-10-19","lead_status":"Refused","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"21","blocnote":"05 June 2025 She doesn't know she needs to ask he manager if they want to renew and they will later","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T18:51:00-04:00","pds_july":"1","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A01230","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_act_type":"2023-09-18","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"juliette@antriminvestments.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"34541","email":"anneewest@gmail.com","first_name":"Anne","last_name":"West","phone":"6049058745","orgname":"Dandelion Admin Services","customer_acct_name":"Dandelion Admin Services","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"287219","full_name":"Anne West","language":"English","canceldate":"2021-06-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2020-04-02","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"11","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 contact ended call quickly, no conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:48-04:00","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A01045","temp_intcode_for_auto_old_int_code":"11","phone_2":"6049058745","last_act_type":"2020-01-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"anneewest@gmail.com","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief as the contact quickly ended the conversation stating they did not have time to talk.","aitm_callsummarytitle":"Call ended quickly by contact","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact did not have time to talk and ended the call immediately.","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","retell_call_status":"ended","old_do_id":"L25A01045","session_id":"call_8464e01441f554f9c8d28b5108e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8464e01441f554f9c8d28b5108e","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34928","email":"mramirez@noram-eng.com","first_name":"Maria","last_name":"Ramirez","phone":"6046812030","orgname":"Noram Engineering & Constructors Ltd.","customer_acct_name":"Noram Engineering & Constructors Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"252815","full_name":"Maria Ramirez","members_type":"CORP","do_id":"L25O00827","lead_status":"Lapsed Member","coidnewmbrdate":"2017-05-12","city_1":"Vancouver","province":"BC","language":"English","extension_phone_1":"409","time_zone":"5","area_code":"604","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:12:00-04:00","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O00827","temp_intcode_for_auto_old_int_code":"6","organization_id":"149192","last_act_type":"2019-12-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mramirez@noram-eng.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-04-24","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"35115","email":"cheschuk9@gmail.com","first_name":"Carol-Ann","last_name":"Heschuk","phone":"6046251369","orgname":"TD Precision Steelworks Ltd","customer_acct_name":"TD Precision Steelworks Ltd","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Carol-Ann Heschuk","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C01183","new_member_date_2":"2020-06-24","phone_2":"4039934185","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"289615","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C01183","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-01-03","last_act_type":"2023-01-03","pcl_status":"P","pcl_completion_date":"2020-09-28","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"cheschuk9@gmail.com","pcl_completion_date_5":"2025-09-28","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"33977","email":"raesue24@yahoo.com","first_name":"Susan","last_name":"Driedger","phone":"2049578491","orgname":"Dynamic Machine Corp.","customer_acct_name":"Dynamic Machine Corp.","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"251827","full_name":"Susan Driedger","language":"English","canceldate":"2024-01-05","time_zone":"3","area_code":"204","members_type":"AST","new_member_date_2":"2020-10-27","lead_status":"Refused","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Refused Lapsed","province":"MB","cpa_certification":"PCP","intcode":"15","blocnote":"number not in service\n2026-05-08 invalid phone destination, phone: +12049578491\n2026 May 08 call reached voicemail, no human interaction\n2026-05-11 invalid phone destination, phone: +12049578491\n2026 May 11 call reached voicemail, no human interaction\n2026-05-13 invalid phone destination, phone: +12049578491\n2026 May 13 call ended early due to suspicion of fraud by contact.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:08:27-04:00","old_int_code":"08","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A00881","temp_intcode_for_auto_old_int_code":"15","phone_2":"2045105932","last_act_type":"2023-08-05","pcl_status":"P","pcl_completion_date":"2017-05-14","pf1_status":"P","pf1_completion_date":"2017-06-11","pf2_status":"P","pf2_completion_date":"2017-07-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-04-04","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"raesue24@yahoo.com","pcl_completion_date_5":"2022-05-14","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-13T14:26:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_voicemaildetection":"No","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_7a866a1d91334c52324c191ede9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7a866a1d91334c52324c191ede9","npi_transcriptsummary":"The agent attempted to reach Susan to discuss membership but the contact was suspicious and questioned if the call was fraud. The call ended shortly after without further conversation or resolution.","aitm_callsummarytitle":"Call ended early due to fraud suspicion","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","mini_nps":"1","onesentencenotrenewed":"Contact suspected the call was fraud and did not engage.","initialvalue":"Other","othermemberbenefit":"Contact did not provide other reasons due to early hangup.","astotherreasonsnottorenew":"Contact suspected the call was fraud and ended the call early.","age_range":"Preferred not to say","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00881","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35656","email":"cskye245@gmail.com","first_name":"Qiqian","last_name":"Cui","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Qiqian Cui","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C01503","new_member_date_2":"2021-03-19","phone_2":"4379739813","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"299226","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C01503","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-02","pcl_status":"P","pcl_completion_date":"2021-07-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"cskye245@gmail.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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, 260522 Lapsed DEL","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":"LB2506288","pds_september":"3","last_infoline_date_type":"2025-01-26","last_act_type":"2026-12-01","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","npi_email_temp":"maribel.yalung@telushealth.com","pcl_completion_date_5":"2015-08-31","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","corp_cancel_date":"2001-12-04","do_id":"","company_status":"A"}},"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","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":"2026-02-20","company_paid_thru":"2027-03-31","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\/2027","latest_paid_thru":"2027-03-31"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"190164","full_name":"Shannan Hugie","language":"English","canceldate":"2024-01-05","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2020-10-27","lead_status":"Refused","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Refused Lapsed","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.\n2026 May 08 Agent reached Ross at CFMair Equipment; Shannan unavailable, no voicemail left, call ended.\n2026 May 11 reached voicemail in parts department, contact out of office until May 19\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 voicemail reached at parts department, contact away May 11 to May 19\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached automated parts department message repeatedly, no human contact\n2026 May 15 call reached voicemail, no human interaction\n2026 May 19 contact explained non-renewal due to time limit and course confusion - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T17:11:59-04:00","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":"46-60","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":"01","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","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-19T17:11:58-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent spoke with Shannan Hugie regarding her lapsed Associate membership with the National Payroll Institute. Shannan explained that she did not renew because her time limit expired and she took a course that was not applicable, causing confusion. The agent acknowledged the feedback and offered renewal, but Shannan declined due to the time limit issue.","aitm_callsummarytitle":"Membership Non-Renewal Due to Course Confusion","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","session_id":"call_5b2bb1b608f213e5b7abea8e304","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5b2bb1b608f213e5b7abea8e304","number_of_calls_reached":"2","onesentencenotrenewed":"Membership not renewed because time limit expired and course taken was not applicable, causing confusion.","initialvalue":"Designation","astotherreasonsnottorenew":"My time limit was up and I took a course that was mistakenly not applicable, causing confusion about renewal eligibility.","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00702"}},"seriesid":"163"}
{"contact":{"id":"30399","email":"gloria.hutchings@dbsantasalo.com","first_name":"Gloria","last_name":"Hutchings","phone":"5196243760","orgname":"Santasalo Gears Ltd.","customer_acct_name":"Santasalo Gears Ltd.","tags":"250217 Lapsed, NPIdealed, 250529 phone cannot be recovered, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00337","individual_id":"233174","full_name":"Gloria Hutchings","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"29 May 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-05-29T11:07:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25O00337","temp_intcode_for_auto_old_int_code":"16","province":"ON","organization_id":"193522","pds_august":"2","pds_september":"2","last_infoline_date_type":"2021-10-21","last_act_type":"2023-04-17","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"gloria.hutchings@dbsantasalo.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","company_paid_thru":"2023-02-28","corp_cancel_date":"2023-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34427","email":"maria.bennett@highparkcompany.com","first_name":"Maria","last_name":"Bennett","phone":"5199160481","orgname":"High Park Gardens","customer_acct_name":"High Park Gardens","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"283778","full_name":"Maria Bennett","do_id":"L25A01011","language":"English","canceldate":"2021-02-02","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2019-12-13","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":"2025-06-05T18:57:00-04:00","old_int_code":"12","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A01011","temp_intcode_for_auto_old_int_code":"21","phone_2":"2262804862","last_act_type":"2020-01-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"maria.bennett@highparkcompany.com","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30"}},"seriesid":"163"}
{"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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"33980","email":"sboulton@sbbooksetc.com","first_name":"Shawna","last_name":"Boulton","phone":"4038722366","orgname":"SB Brooks","customer_acct_name":"SB Brooks","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"251829","full_name":"Shawna Boulton","language":"English","canceldate":"2024-02-03","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2021-12-08","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"21","blocnote":"June 3 2025 Survey completed She said that she has few clients and payroll was simple. But may get it again for new employee.\r\nLN \/ 23 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 is not ready to renew this year - maybe later","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T16:35:00-05:00","sendapplicationform":"2025-06-03T22:09:00-04:00","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","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"There was difficulty finding answers to my questions.","membershipcost":"Yes","membershipcostspecify":"Cost of membership did not match my amount of clients. My lack of payroll and cost of membership.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"More info on how to find info on questions.","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":"2023-11-30","temp_do_id_for_auto_old_do_id":"LB2507119","temp_intcode_for_auto_old_int_code":"21","phone_2":"4038722366","last_act_type":"2022-10-17","old_int_code":"06","pcl_status":"P","pcl_completion_date":"2017-05-14","pf1_status":"P","pf1_completion_date":"2017-06-11","pf2_status":"P","pf2_completion_date":"2017-07-09","number_of_passed_courses":"3","trc":"True","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00882","do_id":"LB2507119","npi_email_temp":"sboulton@sbbooksetc.com","pcl_completion_date_5":"2022-05-14","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"261762","full_name":"Brenda Alexander","language":"English","canceldate":"2024-01-30","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2018-03-19","lead_status":"Refused","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"01","blocnote":"June 4 2025 vm\r\nAug 28 2025 vm\n2026 May 08 contact declined to renew citing insufficient use of membership benefits","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:33-04:00","pds_july":"1","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A00915","temp_intcode_for_auto_old_int_code":"01","pds_august":"1","phone_2":"2899560440","pds_september":"1","last_infoline_date_type":"2023-08-03","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","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:33-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Brenda to discuss her lapsed Associate membership with the National Payroll Institute. Brenda 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","notrenewedwanttorenew":"No","mini_nps":"4","onesentencenotrenewed":"Did not use the membership enough to justify the fee.","initialvalue":"Stay Current","age_range":"61+","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_do_id":"L25A00915","session_id":"call_26f146d5226b0cc1fdcc4b75bd0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_26f146d5226b0cc1fdcc4b75bd0","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34817","email":"jennie.m.fast@gmail.com","first_name":"Jennie","last_name":"Fast","phone":"6045077424","orgname":"Arctic Arrow Powerline Group Ltd.","customer_acct_name":"Arctic Arrow Powerline Group Ltd.","tags":"WR250423, 250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Jennie Mae Fast, PCP","lead_status":"Lapsed DEL","members_type":"CORP","organization_id":"219132.0","coidnewmbrdate":"2025-04-21","city_1":"Abbotsford","time_zone":"5","province":"BC","language":"English","phone_2":"7789088519","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-05-26","area_code":"604","individual_id":"265123","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2505591","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"3","pds_september":"3","last_infoline_date_type":"2025-01-23","last_conf_date_type":"2024-06-19","last_act_type":"2025-04-21","company_paid_thru":"2027-03-31","pcl_status":"P","pcl_completion_date":"2021-01-10","pf1_status":"P","pf1_completion_date":"2022-01-02","pf2_status":"P","pf2_completion_date":"2022-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-19","number_of_passed_courses":"4","pds_october":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"3","do_id":"LB2505591","old_do_id":"L25O00816","npi_email_temp":"jennie.m.fast@gmail.com","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"35002","email":"wayne.saint@telus.net","first_name":"Wayne","last_name":"Saint","phone":"","orgname":"Fairmont Hotels and Resorts","customer_acct_name":"Fairmont Hotels and Resorts","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Wayne Saint","language":"English","canceldate":"2023-03-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01424","new_member_date_2":"2022-01-27","phone_2":"7804447872","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"296687","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01424","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-27","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"P","pf1_completion_date":"2023-01-09","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"wayne.saint@telus.net","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"30334","email":"cecile.dumortier@progazon.ca","first_name":"Cecile","last_name":"Dumortier","phone":"4504666666","orgname":"Progazon","customer_acct_name":"Progazon","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert13","ip4":"127.0.0.1","fields":{"do_id":"L25O00329","individual_id":"285225","full_name":"Cecile Dumortier","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","dhmsfin_telemarketing_last_contacted_date":"2025-02-28T13:33:00-05:00","area_code":"450","extension_phone_1":"216","blocnote":"7 1 25 BV faut lm plusieurs bureaux labyrinthe 13 1 25 BV, Vickie Grondin nouvelle BV, 14 1 25 BV, 15 1 25 SONDAGE FAIT 19 2 25 BV 28 2 25 BV","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25O00329","temp_intcode_for_auto_old_int_code":"6","province":"QC","organization_id":"285226","last_act_type":"2020-03-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cecile.dumortier@progazon.ca","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","corp_cancel_date":"2023-01-10","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33894","email":"stella-huishan@hotmail.com","first_name":"Han","last_name":"Liang","phone":"4032506336","orgname":"Sheraton Cavallier Calgary Hotel","customer_acct_name":"Sheraton Cavallier Calgary Hotel","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"111544","full_name":"Han Yu (Stella) Liang","do_id":"L25A00604","language":"English","canceldate":"2023-01-05","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2021-11-24","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","cpa_certification":"PCP","intcode":"10","blocnote":"03 June 2025 VM\r\nLN \/ 15 September 2025 Survey completed - One reason is that they they cancelled her designation and also she is not the main person in payroll\n2026 May 08 call reached voicemail of Stella Leanne Sheraton Cavalier Calgary hotel\n2026 May 08 call reached uninitialized voicemail, no contact made\n2026 May 11 reached voicemail, no conversation\n2026 May 11 call started but contact was busy and requested callback","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:06:44-04:00","paid_thru":"2022-10-31","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","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":"Not needed in your job","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"too busy, personal family reasons","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","temp_do_id_for_auto_old_do_id":"L25A00604","temp_intcode_for_auto_old_int_code":"10","phone_2":"4033830126","last_act_type":"2021-11-24","pcl_status":"P","pcl_completion_date":"2007-02-11","pf1_status":"P","pf1_completion_date":"2007-08-23","pf2_status":"P","pf2_completion_date":"2007-05-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-04-27","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"stella-huishan@hotmail.com","pcl_completion_date_5":"2012-02-11","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-11T12:21:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent called Han to discuss the lapsed Associate membership and intended to ask survey questions, but Han was busy and requested a callback. The agent agreed to schedule a callback for a later time.","aitm_callsummarytitle":"Contact Busy, Callback Requested","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","old_int_code":"06","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7182c8f48f2c7a3414557617378","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7182c8f48f2c7a3414557617378","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34087","email":"phil.doan@gmail.com","first_name":"Philip","last_name":"Doan","phone":"6479981534","orgname":"Fire & Flower Inc.","customer_acct_name":"Fire & Flower Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"304979","full_name":"Philip Doan","language":"English","canceldate":"2022-11-02","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2021-09-10","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"01","blocnote":"June 4 2025 Survey completed . Philip has move into HR, His dealings with the payroll is limited\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 contact declined renewal, company pays for membership, organization Surna","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:16-04:00","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":"He joined because advised to by his company.","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am now mainly in HR.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31-45","selfpayrollproficiency":"Strong","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":"L25A01149","temp_intcode_for_auto_old_int_code":"01","phone_2":"6479981534","last_infoline_date_type":"2021-11-15","last_act_type":"2021-11-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"phil.doan@gmail.com","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:44-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Philip regarding his lapsed Associate membership with the National Payroll Institute. Philip declined to renew, citing that his company pays for the membership, and provided his organization's name as Surna. The call concluded with the agent thanking Philip and ending the conversation.","aitm_callsummarytitle":"Membership Renewal Declined - Company Pays","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","session_id":"call_a8dc45af3aa63923a5f659bb671","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a8dc45af3aa63923a5f659bb671","onesentencenotrenewed":"Company pays for it.","initialvalue":"Help with Complex","astotherreasonsnottorenew":"Company pays for it.","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01149"}},"seriesid":"163"}
{"contact":{"id":"33730","email":"kristine.dicenzo@cogentpowerinc.com","first_name":"Kristine","last_name":"DiCenzo","phone":"9056373033","orgname":"JFE Shoji Power Canada Inc","customer_acct_name":"JFE Shoji Power Canada Inc","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"291577","full_name":"Kristine DiCenzo","members_type":"CORP","do_id":"L25O00751","lead_status":"Lapsed Member","coidnewmbrdate":"2014-02-19","city_1":"Burlington","time_zone":"2","province":"ON","language":"English","extension_phone_1":"242","phone_2":"9055155652","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Apr 17 2025 vm  May 8 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T13:16:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00751","temp_intcode_for_auto_old_int_code":"6","organization_id":"223055","last_infoline_date_type":"2024-09-18","last_act_type":"2024-09-18","pcl_status":"P","pcl_completion_date":"2021-11-08","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"P","pf2_completion_date":"2021-05-17","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"kristine.dicenzo@cogentpowerinc.com","pcl_completion_date_5":"2026-11-08","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34324","email":"nganlingtin@gmail.com","first_name":"Ngan","last_name":"Tin","phone":"4164805172","orgname":"Academic Clinicians' Management Services","customer_acct_name":"Academic Clinicians' Management Services","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"191993","full_name":"Ngan Ling Tin","do_id":"L25A00705","language":"English","canceldate":"2021-01-06","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2011-11-02","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"21","blocnote":"june 5 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T14:59:00-04:00","old_int_code":"12","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A00705","temp_intcode_for_auto_old_int_code":"21","phone_2":"4166184706","last_act_type":"2019-02-11","pcl_status":"P","pcl_completion_date":"2012-03-21","pf1_status":"P","pf1_completion_date":"2012-06-20","pf2_status":"P","pf2_completion_date":"2012-09-19","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"nganlingtin@gmail.com","pcl_completion_date_5":"2017-03-21","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31"}},"seriesid":"163"}
{"contact":{"id":"35322","email":"vsravanthi82@gmail.com","first_name":"Sravanthi","last_name":"Vemulapalli","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sravanthi Vemulapalli","language":"English","canceldate":"2023-08-02","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01202","new_member_date_2":"2020-07-02","cert_status":"PENDING","phone_2":"6477405067","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290039","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C01202","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-31","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":"2022-03-14","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"vsravanthi82@gmail.com","pcl_completion_date_5":"2025-11-02","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"72504","full_name":"Tracy Ennis","language":"English","canceldate":"2023-12-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2017-10-20","lead_status":"Refused","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","cpa_certification":"PCP","intcode":"11","blocnote":"June 10 2025 vm\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 contact refused to engage and asked not to be called again","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:48-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A00561","temp_intcode_for_auto_old_int_code":"11","phone_2":"4038157748","last_act_type":"2022-07-11","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","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:36:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called Tracy regarding her lapsed Associate membership with the National Payroll Institute but Tracy was reluctant to engage and questioned if the agent was human. Tracy refused to continue the conversation and requested not to be called again, which the agent acknowledged and ended the call.","aitm_callsummarytitle":"User refused call and requested no further contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_4c87a0b6b3e64b0db9c13b6fbec","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4c87a0b6b3e64b0db9c13b6fbec","onesentencenotrenewed":"User refused to engage and requested no further calls.","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00561","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34874","email":"jane.caddick@andersoncollege.com","first_name":"Jane","last_name":"Caddick","phone":"8337871885","orgname":"Anderson College of Health, Business and Technology","customer_acct_name":"Anderson College of Health, Business and Technology","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Jane Caddick","members_type":"CORP","organization_id":"187857","coidnewmbrdate":"2011-08-02","city_1":"Mississauga","province":"ON","language":"English","lead_status":"Lapsed Member","time_zone":"2","area_code":"833","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"34669","paid_thru":"2025-12-31","last_infoline_date_type":"2017-09-20","last_act_type":"2019-07-23","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":"L25O04785","temp_do_id_for_auto_old_do_id":"L25O04785","npi_email_temp":"jane.caddick@andersoncollege.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-05-27","old_do_id":"LB2505521","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","corp_cancel_date":"2026-05-25","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"35073","email":"larissa.stanley@kdfn.net","first_name":"Larissa","last_name":"Stanley","phone":"8676337800","orgname":"Kwanlin Dun First Nation","customer_acct_name":"Kwanlin Dun First Nation","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Larissa Stanley","language":"English","canceldate":"2023-10-03","extension_phone_1":"125","time_zone":"4","area_code":"867","members_type":"CAND","do_id":"L25C01682","new_member_date_2":"2021-08-12","province":"YT","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"303907","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01682","temp_intcode_for_auto_old_int_code":"21","last_conf_date_type":"2023-06-06","last_act_type":"2023-05-25","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2022-05-01","pf2_status":"P","pf2_completion_date":"2022-12-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"larissa.stanley@kdfn.net","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34814","email":"yaya.wang@hotmail.com","first_name":"Yaya","last_name":"Wang","phone":"3065817464","orgname":"Peter Ballantyne Group of Companies","customer_acct_name":"Peter Ballantyne Group of Companies","tags":"WR250521, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"275563","full_name":"Yaya Wang, PCP,CPHR, MAdmin, MC","lead_status":"Renewed Lapsed","members_type":"CORP","new_member_date_2":"2019-05-03","city_1":"Regina","time_zone":"3","province":"SK","language":"English","phone_2":"3065817464","pipeline_1_lapsed_members":"Renewed lapsed","coidnewmbrdate":"2025-11-04","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","organization_id":"349718","intcode":"99","blocnote":"june 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-10T20:38:00-04:00","canceldate":"2025-05-07","cert_status":"ACTIVE","pds_july":"1","cpa_certification":"PCP","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2507710","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","old_int_code":"6","pds_september":"1","last_infoline_date_type":"2026-04-30","last_act_type":"2026-04-30","company_paid_thru":"2027-03-31","pcl_status":"P","pcl_completion_date":"2024-02-05","pf1_status":"P","pf1_completion_date":"2024-09-23","pf2_status":"P","pf2_completion_date":"2024-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-23","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2507710","old_do_id":"L25P00369","npi_email_temp":"yaya.wang@hotmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_status":"A"}},"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, TMAI","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":"15","blocnote":"june 10 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 May 08 contact answered briefly but ended call quickly\n2026 May 11 brief contact with Ammar, no renewal discussion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:06:41-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A01304","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-11T14:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called and greeted the contact, Ammar, who responded briefly. The call ended shortly after without further conversation or task completion.","aitm_callsummarytitle":"Brief contact with Ammar, no renewal discussion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_36a3c51ff9c0c164cd25b0a9711","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_36a3c51ff9c0c164cd25b0a9711","number_of_calls_reached":"2","mini_nps":"3","onesentencenotrenewed":"No renewal intent expressed during the call.","initialvalue":"Other","othermemberbenefit":"No other benefit mentioned.","astotherreasonsnottorenew":"No reason provided due to short call.","age_range":"Preferred not to say"}},"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":"03","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","temp_do_id_for_auto_old_do_id":"L25A00443","temp_intcode_for_auto_old_int_code":"03","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","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call reached an automated phone system with multiple menu options and did not connect to the intended contact, Nancy. The agent attempted to speak with Nancy but the call ended shortly after without any conversation.","aitm_callsummarytitle":"Call reached automated system, no contact","blocnote":"2026 May 08 call reached automated system, no contact with Nancy.","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not reached; call ended without conversation.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"16","astotherreasonsnottorenew":"Contact not reached due to automated system and no conversation occurred.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_07280f33f7ac0bad15c616799b6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_07280f33f7ac0bad15c616799b6","number_of_calls_reached":"1"}},"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":"33783","email":"katie.liberta@rchagen.com","first_name":"Katie","last_name":"Liberta","phone":"5144570914","orgname":"Rolf C. Hagen Inc.","customer_acct_name":"Rolf C. Hagen Inc.","tags":"WR250409, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"old_do_id":"LB2502321","city_1":"Baie D'Urf?","province":"QC","language":"English","origin":"Lapsed members","found":"domain","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","time_zone":"2","area_code":"514","members_type":"CORP","organization_id":"10744","individual_id":"349276","extension_phone_1":"1178","full_name":"Katie Liberta","last_act_type":"2025-01-04","company_paid_thru":"2027-03-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2505825","temp_do_id_for_auto_old_do_id":"LB2505825","npi_email_temp":"katie.liberta@rchagen.com","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","corp_cancel_date":"2016-08-03","company_status":"A"}},"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":"2021-12-10","number_of_passed_courses":"0","onesentencenotrenewed":"","trc":"False","wera":"False","npi_email_temp":"arcillab@stoney-nation.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30"}},"seriesid":"163"}
{"contact":{"id":"35281","email":"sujalldh59@gmail.com","first_name":"Priya","last_name":"Sagar","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Priya Sagar","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C02707","new_member_date_2":"2022-07-27","phone_2":"4374882943","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315000","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02707","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-19","pcl_status":"P","pcl_completion_date":"2022-11-09","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sujalldh59@gmail.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"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":"2024-09-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"marie.giguere@legroupesg.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"35027","email":"nastasia.metcalfe@gmail.com","first_name":"Nastasia","last_name":"Metcalfe","phone":"7802678710","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nastasia Metcalfe","language":"English","canceldate":"2023-03-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01427","new_member_date_2":"2021-01-18","phone_2":"7802678710","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"296808","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01427","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-01","pcl_status":"P","pcl_completion_date":"2021-05-25","pf1_status":"P","pf1_completion_date":"2021-08-29","pf2_status":"P","pf2_completion_date":"2022-05-29","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"nastasia.metcalfe@gmail.com","pcl_completion_date_5":"2026-05-25","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"34050","email":"fehr.c.y@gmail.com","first_name":"Cynthia","last_name":"Fehr","phone":"6046132400","orgname":"Fairwest Enterprises Ltd","customer_acct_name":"Fairwest Enterprises Ltd","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"142228","full_name":"Cynthia Fehr","language":"English","canceldate":"2024-05-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2009-03-10","lead_status":"Refused","no_email_solicitation":"False","pds_march":"1","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","cpa_certification":"PCP","intcode":"01","blocnote":"03 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact with Cynthia\n2026 May 11 contact declined to renew and ended call early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:47-04:00","pds_july":"1","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A00641","temp_intcode_for_auto_old_int_code":"01","pds_august":"1","phone_2":"6046132400","pds_september":"1","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-02-09","pf1_status":"P","pf1_completion_date":"2010-06-14","pf2_status":"P","pf2_completion_date":"2010-11-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-02-19","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"fehr.c.y@gmail.com","pcl_completion_date_5":"2015-02-09","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-11T13:06:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent reached Cynthia and informed her about her lapsed Associate membership with the National Payroll Institute. Cynthia declined to discuss or renew her membership and ended the call shortly after.","aitm_callsummarytitle":"Contact declined membership renewal","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_185b15b7fc8c3de2f965e752eb2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_185b15b7fc8c3de2f965e752eb2","onesentencenotrenewed":"Contact declined to discuss or renew membership.","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00641","number_of_calls_reached":"1"}},"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, TMAI","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":"15","blocnote":"10 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached Karen at HALCON Toronto office, call ended after initial greeting","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:33-04:00","pds_july":"2","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A00536","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:33-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Karen at HALCON's Toronto office through an automated phone system. The user navigated the phone menu by pressing digits to reach the correct extension and then greeted the contact, confirming if they were speaking with Karen. The call ended shortly after the greeting without further conversation.","aitm_callsummarytitle":"Reached Karen at HALCON Toronto office","notrenewedwanttorenew":"No","mini_nps":"3","initialvalue":"Other","age_range":"Preferred not to say","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9e51bd3ec088a077d2227759847","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9e51bd3ec088a077d2227759847","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34641","email":"teresa@nexgenaccounting.ca","first_name":"Yan","last_name":"Shi","phone":"7789993129","orgname":"NexGen Accounting Inc.","customer_acct_name":"NexGen Accounting Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"292020","full_name":"Yan Shi","do_id":"L25A01074","language":"English","canceldate":"2024-10-02","time_zone":"5","area_code":"778","members_type":"AST","new_member_date_2":"2020-09-01","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"06 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T18:07:09-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25A01074","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-06-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"teresa@nexgenaccounting.ca","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","called_by":"Tri","aitm_status_called":"2026-05-25T18:07:09-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was not answered and was forwarded to voicemail immediately upon connection.","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","session_id":"call_03ccee7ccbe1369cf13d6a99303","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_03ccee7ccbe1369cf13d6a99303","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"34897","email":"micheline.leclaire@industriesnrc.com","first_name":"Micheline","last_name":"Leclaire","phone":"4503795796","orgname":"Industries N.R.C. Inc.","customer_acct_name":"Industries N.R.C. Inc.","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Micheline Leclaire","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":"246","area_code":"450","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"320678","paid_thru":"2027-01-31","last_infoline_date_type":"2026-05-03","last_act_type":"2026-05-03","company_paid_thru":"2027-01-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2506438","temp_do_id_for_auto_old_do_id":"LB2506438","npi_email_temp":"micheline.leclaire@industriesnrc.com","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35051","email":"anne.m.murphy@outlook.com","first_name":"Anne","last_name":"Murphy","phone":"6477203149","orgname":"Workday Inc.","customer_acct_name":"Workday Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Anne Murphy","language":"English","canceldate":"2024-07-03","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"AST","do_id":"L25A01374","new_member_date_2":"2016-04-21","pds_april":"10","cert_status":"PENDING","phone_2":"6477203149","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"31253","blocnote":"11 June 2025 Completed\n2026-05-08 Dial no answer, phone: +16477203149\n2026-05-08 Dial no answer, phone: +16477203149\n2026-05-11 Dial no answer, phone: +16477203149\n2026-05-11 Dial no answer, phone: +16477203149\n2026-05-13 Dial no answer, phone: +16477203149\n2026-05-13 Dial no answer, phone: +16477203149\n2026-05-15 Dial no answer, phone: +16477203149\n2026-05-15 Dial no answer, phone: +16477203149","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:46-04:00","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":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"not working now","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"she wasn't able to be engaged in all events - it depends if her company supported that","engagingstrategiesspecify":"depending on you role, need more of RR2","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"05","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"10","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A01374","temp_intcode_for_auto_old_int_code":"05","pds_august":"10","pds_september":"10","last_infoline_date_type":"2021-11-08","last_conf_date_type":"2006-06-06","last_act_type":"2023-04-14","pcl_status":"P","pcl_completion_date":"2017-07-17","pf1_status":"P","pf1_completion_date":"2017-10-16","pf2_status":"P","pf2_completion_date":"2018-01-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-03-09","number_of_passed_courses":"4","pds_october":"10","trc":"True","wera":"False","pds_november":"10","npi_email_temp":"anne.m.murphy@outlook.com","pcl_completion_date_5":"2022-07-17","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:39-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"1","retell_call_status":"not_connected","session_id":"call_cc68b3c6e3b6dfdd106cceae737","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cc68b3c6e3b6dfdd106cceae737"}},"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","latest_paid_thru":"2023-12-31"}},"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\n2026 May 08 contact requested callback on Monday at 10 AM","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","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":"10","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A01086","temp_intcode_for_auto_old_int_code":"10","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","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:53-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_call_back_date_and_time":"2026-05-11T10:00:00-04:00","npi_call_back_time_hour":"10","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent called Natacha to discuss her lapsed Associate membership with the National Payroll Institute. Natacha was unavailable to talk at the moment and requested a callback on Monday at 10 AM, which was scheduled by the agent. The call ended after confirming the callback time.","aitm_callsummarytitle":"Callback Scheduled for Membership Renewal","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d38767390bae913d93e8c0d5375","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d38767390bae913d93e8c0d5375"}},"seriesid":"163"}
{"contact":{"id":"34200","email":"andrea.zess@sovgen.com","first_name":"Andrea","last_name":"Zess","phone":"4032984254","orgname":"Sovereign General Insurance Company","customer_acct_name":"Sovereign General Insurance Company","tags":"250609 phone recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"176765","full_name":"Andrea Zess, BSc.","do_id":"L25A00676","language":"English","canceldate":"2023-12-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2012-10-23","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 Number not in service\n2026-05-08 invalid phone destination, phone: +14032984254\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 invalid phone destination, phone: +14032984254\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 invalid phone destination, phone: +14032984254\n2026 May 13 call reached voicemail, no contact made\n2026-05-15 invalid phone destination, phone: +14032984254\n2026 May 15 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","old_int_code":"08","pds_july":"1","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A00676","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","phone_2":"4039235527","pds_september":"1","last_infoline_date_type":"2018-06-04","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-03-10","pf1_status":"P","pf1_completion_date":"2011-07-28","pf2_status":"P","pf2_completion_date":"2012-05-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-02-09","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"andrea.zess@sovgen.com","pcl_completion_date_5":"2016-03-10","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d04a513aafc3a6579c1775a564a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d04a513aafc3a6579c1775a564a","npi_transcriptsummary":"The call was an outbound attempt to reach Andrea Zeth but went to voicemail and was disconnected quickly without conversation.","aitm_callsummarytitle":"Voicemail reached, no conversation","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
{"contact":{"id":"34198","email":"achiysamson@yahoo.fr","first_name":"Yapi","last_name":"Achi","phone":"4183802100","orgname":"Minist\u00e8re de l'Agriculture","customer_acct_name":"Minist\u00e8re de l'Agriculture","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"278993","full_name":"Yapi Samson Achi","do_id":"L25A00425","language":"French","canceldate":"2021-09-02","time_zone":"2","area_code":"418","extension_phone_1":"3752","members_type":"AST","new_member_date_2":"2020-07-07","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2021-06-30","intcode":"15","blocnote":"21 aout 2025 bv\n2026 May 08 call attempted but user responses were inaudible, call ended without completion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:03-04:00","temp_do_id_for_auto_old_do_id":"L25A00425","temp_intcode_for_auto_old_int_code":"15","phone_2":"4182624498","last_act_type":"2020-07-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"achiysamson@yahoo.fr","formatted_paid_thru":"30\/06\/2021","latest_paid_thru":"2021-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:03-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Yapi to discuss their National Payroll Institute membership but was unable to have a clear conversation due to inaudible responses from the user. The call ended without completing the intended survey or renewal discussion.","aitm_callsummarytitle":"Unsuccessful call due to inaudible user responses","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"User did not provide clear responses to indicate renewal interest.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Call was not completed due to inaudible responses.","old_int_code":"6","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_74047a7eb3e53b9d1f848e367e6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_74047a7eb3e53b9d1f848e367e6","number_of_calls_reached":"1"}},"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":"2025-03-12","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"valentine.muigai@hotmail.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"34804","email":"amanda.robertson@entouragecorp.com","first_name":"Amanda","last_name":"Robertson","phone":"2264485761","orgname":"Entourage Health Corp","customer_acct_name":"Entourage Health Corp","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"95057","full_name":"Amanda Robertson","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"226","members_type":"AST","new_member_date_2":"2020-03-26","lead_status":"Refused","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"01","blocnote":"June 11 2025 number not in service\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail of Amanda Robertson\n2026 May 11 call reached voicemail after brief exchange\n2026 May 11 contact declined renewal because no longer working in payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:45-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"06","pds_july":"2","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A00582","temp_intcode_for_auto_old_int_code":"01","pds_august":"2","phone_2":"6472007056","pds_september":"2","last_act_type":"2023-12-01","pf2_status":"P","pf2_completion_date":"2008-02-22","number_of_passed_courses":"1","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"amanda.robertson@entouragecorp.com","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-11T10:31:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent called Amanda regarding her lapsed Associate membership with the National Payroll Institute and conducted a survey about her membership experience. Amanda rated her satisfaction highly but declined to renew because she is no longer working in payroll. The call concluded politely without any issues.","aitm_callsummarytitle":"Membership renewal declined due to career change","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3e185a153fb05d4919ae1c12581","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3e185a153fb05d4919ae1c12581","mini_nps":"5","onesentencenotrenewed":"No longer working in payroll.","initialvalue":"Designation","age_range":"46-60","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00582","number_of_calls_reached":"1"}},"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","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":"2020-08-06","last_act_type":"2020-08-06","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","latest_paid_thru":"2021-04-30"}},"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","latest_paid_thru":"2022-09-30"}},"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, TMAI","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\n2026 May 08 Contact answered but no Varsha or Marsha at this number, wrong number confirmed.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:17-04:00","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","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:17-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Varsha Kumar regarding the National Payroll Institute membership but was informed that Varsha or Marsha does not work at the number dialed. The call ended after confirming the wrong number.","aitm_callsummarytitle":"Wrong Number - No Varsha or Marsha","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact stated Varsha or Marsha does not work at this number, indicating wrong number.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e815689181f96531b34ba886078","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e815689181f96531b34ba886078","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"33823","email":"kauptam1@yahoo.ca","first_name":"Kin-Shing","last_name":"Au","phone":"4167333360","orgname":"Assurant Solutions Inc.","customer_acct_name":"Assurant Solutions Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"47914","full_name":"Kin-Shing Au, CGA, CPA, FLMI","do_id":"L25A00340","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"416","extension_phone_1":"66018","members_type":"AST","new_member_date_2":"2001-08-15","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":"02 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026 May 08 voicemail reached, no human contact\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 voicemail reached, no message left\n2026 May 11 call initiated but no conversation beyond greeting.\n2026 May 13 call reached voicemail, no human answer\n2026 May 15 call reached voicemail, no message left\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no human interaction\n2026 May 21 call reached voicemail, no human contact\n2026 May 21 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T15:12:04-04:00","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A00340","temp_intcode_for_auto_old_int_code":"06","phone_2":"9055089993","last_infoline_date_type":"2019-03-06","last_act_type":"2025-04-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2006-09-21","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"kauptam1@yahoo.ca","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-21T15:27:02-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"12","npi_transcriptsummary":"The call was not answered by a human and went to voicemail. The agent left a message as per the voicemail instructions.","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","session_id":"call_4a3eed34706dafdda7a1afa737c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4a3eed34706dafdda7a1afa737c","mini_nps":"3","onesentencenotrenewed":"No conversation occurred to determine renewal interest.","old_int_code":"03","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34714","email":"blaineells@gmail.com","first_name":"Blaine","last_name":"Ellis","phone":"8674453428","orgname":"Ellis Contracting","customer_acct_name":"Ellis Contracting","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"231343","full_name":"Blaine Ellis","do_id":"L25A00802","language":"English","canceldate":"2022-03-02","time_zone":"4","area_code":"867","members_type":"AST","new_member_date_2":"2015-01-12","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"5","pipeline_1_lapsed_members":"Lapsed Members","province":"NT","intcode":"16","blocnote":"june 10 2025 vm\r\nLN \/ 24 September 2025 Not authorized to dial this number","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:47-04:00","pds_july":"5","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25A00802","temp_intcode_for_auto_old_int_code":"16","pds_august":"5","phone_2":"8674453428","old_int_code":"08","notrenewedother":"Phone cannot be recovered","pds_september":"5","last_infoline_date_type":"2020-09-24","last_act_type":"2021-01-26","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"blaineells@gmail.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:31:41-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_7d1ceaa0a40e6d62c0693de59d3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7d1ceaa0a40e6d62c0693de59d3"}},"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":"260522 Lapsed DEL","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":"2027-04-30","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":"LB2504314","pds_september":"5","last_infoline_date_type":"2025-08-28","last_act_type":"2025-08-28","company_paid_thru":"2027-04-30","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","npi_email_temp":"angela.hindmarsh@heartlandgeneration.com","pcl_completion_date_5":"2022-06-22","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34342","email":"ksvillarin@gmail.com","first_name":"Karen","last_name":"Villarin","phone":"5873932822","orgname":"Adecco Employment Services","customer_acct_name":"Adecco Employment Services","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"279804","full_name":"Karen Villarin","do_id":"L25A00987","language":"English","canceldate":"2024-10-02","time_zone":"4","area_code":"587","members_type":"AST","new_member_date_2":"2019-08-30","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","cpa_certification":"PCP","intcode":"15","blocnote":"June 5 2025 line busy\r\nAug 21 2025 line busy\n2026 May 08 call was an automated telemarketing message with no user interaction\n2026 May 08 call reached voicemail, message left\n2026 May 11 call was telemarketing and user did not engage.\n2026 May 11 call reached voicemail, no human answer\n2026 May 13 call was an automated offer for a free medical alert system; user declined repeatedly by pressing '2'.\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call disconnected immediately, no conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25A00987","temp_intcode_for_auto_old_int_code":"15","phone_2":"4032958756","last_act_type":"2025-04-24","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","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":"ksvillarin@gmail.com","pcl_completion_date_5":"2024-12-16","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:11:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was very brief with no meaningful conversation; the agent attempted to speak with Karen but was met with immediate hangups.","aitm_callsummarytitle":"Call disconnected immediately","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"Contact hung up immediately without engaging.","initialvalue":"Other","othermemberbenefit":"No interaction to determine.","old_int_code":"06","astotherreasonsnottorenew":"No engagement from contact, call ended immediately.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_762ae1cf13835da91b4662f7d33","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_762ae1cf13835da91b4662f7d33","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34654","email":"corporateservices@fortsmith.ca","first_name":"Amy","last_name":"Weber","phone":"8678728415","orgname":"Town Of Fort Smith","customer_acct_name":"Town Of Fort Smith","tags":"250616 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"316826","full_name":"Amy Weber","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"867","members_type":"CAND","new_member_date_2":"2022-09-14","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"NT","intcode":"21","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-06-09T16:42:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"16","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"LB2504809","temp_intcode_for_auto_old_int_code":"21","phone_2":"8678728200","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01078","last_act_type":"2023-04-10","pcl_status":"F","pcl_completion_date":"2023-01-19","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2504809","npi_email_temp":"corporateservices@fortsmith.ca","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"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, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Danielle Slack, CHRL","members_type":"CORP","organization_id":"24718.0","coidnewmbrdate":"2025-01-21","city_1":"Toronto","province":"ON","language":"English","lead_status":"Lapsed DEL","time_zone":"2","area_code":"416","date_of_renewal_identification":"2026-05-26","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","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"34397","email":"berni.rice@zymeworks.com","first_name":"Berni","last_name":"Rice","phone":"6046781388","orgname":"Zymeworks Inc.","customer_acct_name":"Zymeworks Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"316475","full_name":"Berni Rice","do_id":"L25A01223","language":"English","canceldate":"2023-11-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2022-09-19","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail, message left\n2026 May 08 voicemail reached, no human answer\n2026 May 11 call reached voicemail, message left\n2026 May 11 call reached voicemail, no human answer\n2026 May 13 call reached voicemail, no live contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail at Xymeworks, no human answered\n2026 May 15 call reached voicemail.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:46-04:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A01223","temp_intcode_for_auto_old_int_code":"6","phone_2":"2069149199","last_act_type":"2022-09-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"berni.rice@zymeworks.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:31:44-04:00","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","session_id":"call_e1ba7208c9c0c1190ae5759eebf","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e1ba7208c9c0c1190ae5759eebf"}},"seriesid":"163"}
{"contact":{"id":"34034","email":"mdesjardins@qmb.ca","first_name":"Myriam","last_name":"Desjardins","phone":"4509781818","orgname":"Barri\u00e8re QMB","customer_acct_name":"Barri\u00e8re QMB","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"301683","full_name":"Myriam Desjardins","do_id":"L25A01136","language":"French","canceldate":"2025-01-07","time_zone":"2","area_code":"450","members_type":"AST","new_member_date_2":"2023-11-08","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-10-31","intcode":"10","blocnote":"18 aout 2025 bv\n2026 May 08 contact did not reach Myriam, callback scheduled for May 13 at 8 AM.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","temp_do_id_for_auto_old_do_id":"L25A01136","temp_intcode_for_auto_old_int_code":"10","phone_2":"4502804110","last_infoline_date_type":"2024-12-02","last_act_type":"2025-11-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mdesjardins@qmb.ca","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_call_back_date_and_time":"2026-05-13T08:00:00-04:00","npi_call_back_time_hour":"08","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent called to speak with Myriam but reached another person who said Myriam was unavailable and would call back. A callback was scheduled for Wednesday at 8 AM. The agent ended the call after confirming the callback time.","aitm_callsummarytitle":"Callback Scheduled for Unavailable Contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not available and requested a callback.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"6","astotherreasonsnottorenew":"Contact was not available to discuss renewal.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e779d9c4aebe975749527df16ce","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e779d9c4aebe975749527df16ce"}},"seriesid":"163"}
{"contact":{"id":"35269","email":"kandhipkiss@hotmail.com","first_name":"Dawn","last_name":"Hipkiss","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Dawn Hipkiss","language":"English","canceldate":"2024-09-04","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C00949","new_member_date_2":"2019-07-17","phone_2":"2509832365","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"277936","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C00949","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-16","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","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"kandhipkiss@hotmail.com","pcl_completion_date_5":"2024-11-05","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"264314","full_name":"Melanie Hobenshield","language":"English","canceldate":"2024-08-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2018-06-11","lead_status":"Refused","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Refused Lapsed","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 contact declined renewal citing use of ADP (NPI certified) and dislike of automated survey.","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T16:12:15-04:00","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":"46-60","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":"01","pds_august":"2","pds_september":"2","last_infoline_date_type":"2023-02-05","last_act_type":"2023-02-05","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","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-19T16:12:15-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent spoke with Melanie about her lapsed Associate membership with the National Payroll Institute. Melanie expressed that she does not want to renew because she uses ADP, which is NPI certified, and she dislikes the automated survey. The agent provided information about the benefits and compliance support but Melanie declined to renew.","aitm_callsummarytitle":"Membership Renewal Declined Due to Use of ADP","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","session_id":"call_efd26c9419b4e1190b8f110141d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_efd26c9419b4e1190b8f110141d","onesentencenotrenewed":"Uses ADP which is NPI certified and dislikes the automated survey.","initialvalue":"Other","astotherreasonsnottorenew":"Uses ADP, which is National Payroll Institute certified, so does not need the service anymore; dislikes the automated survey.","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00931","number_of_calls_reached":"1"}},"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":"15","blocnote":"21 aout 2025 bv\n2026 May 08 call disconnected early, no clear conversation with Pierre","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","temp_do_id_for_auto_old_do_id":"L25A00435","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2022-05-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pboulanger@rtl-longueuil.qc.ca","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:53-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and mostly inaudible, with the agent attempting to speak to Pierre but no clear conversation or task completion occurred before the user hung up.","aitm_callsummarytitle":"Unsuccessful call - no clear conversation","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear refusal or renewal intent expressed due to inaudible speech and short call.","initialvalue":"Other","othermemberbenefit":"No information provided","old_int_code":"6","astotherreasonsnottorenew":"Call was disconnected before any meaningful conversation.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f0f3886f1ad32967ff0c58eb36d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f0f3886f1ad32967ff0c58eb36d","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34924","email":"bgosling@nulli.com","first_name":"Barbara","last_name":"Gosling","phone":"4032700657","orgname":"Nulli Secundus Inc.","customer_acct_name":"Nulli Secundus Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"32302","full_name":"Barbara Gosling","members_type":"CORP","do_id":"L25O00823","lead_status":"Lapsed Member","coidnewmbrdate":"1998-03-31","city_1":"Calgary","province":"AB","language":"English","extension_phone_1":"25","time_zone":"4","area_code":"403","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T11:17:00-04:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00823","temp_intcode_for_auto_old_int_code":"16","organization_id":"13247","old_int_code":"08","notrenewedother":"Phone cannot be recovered","last_act_type":"2018-03-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bgosling@nulli.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-04-25","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34952","email":"brandy@sbmazerolle.ca","first_name":"Brandy","last_name":"Mazerolle","phone":"5198337241","orgname":"ACU-TEC Inspection & Service Ltd.","customer_acct_name":"ACU-TEC Inspection & Service Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Brandy Mazerolle","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C01668","new_member_date_2":"2021-07-30","phone_2":"5199936709","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"303462","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C01668","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-06-16","last_act_type":"2022-06-16","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2022-05-08","pf2_status":"P","pf2_completion_date":"2022-09-04","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"brandy@sbmazerolle.ca","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"34564","email":"accounting@cre8temgmt.com","first_name":"Jermane","last_name":"Skeete","phone":"2267022121","orgname":"Cre8te Management Group Inc.","customer_acct_name":"Cre8te Management Group Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"322990","full_name":"Jermane Skeete","do_id":"L25A01262","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"226","members_type":"AST","new_member_date_2":"2023-03-22","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"07","blocnote":"June 10 2025 line busy\r\nSept 3 2025 line busy\n2026-05-08 dial busy, phone:  +12267022121\n2026-05-08 dial busy, phone:  +12267022121\n2026-05-11 dial busy, phone:  +12267022121\n2026-05-11 dial busy, phone:  +12267022121\n2026-05-13 dial busy, phone:  +12267022121\n2026-05-13 dial busy, phone:  +12267022121\n2026-05-15 dial busy, phone:  +12267022121\n2026-05-15 dial busy, phone:  +12267022121","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:46-04:00","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25A01262","temp_intcode_for_auto_old_int_code":"7","phone_2":"2267022121","last_act_type":"2023-03-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"accounting@cre8temgmt.com","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:40-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_349ca6ecb417ab3c5fa06eb1309","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_349ca6ecb417ab3c5fa06eb1309"}},"seriesid":"163"}
{"contact":{"id":"35382","email":"quaysonisaackofi@yahoo.ca","first_name":"Isaac","last_name":"Quayson","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Isaac Quayson","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C00960","new_member_date_2":"2019-08-01","phone_2":"4165199791","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"278419","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C00960","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":"2020-07-19","pf2_status":"F","pf2_completion_date":"2021-08-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-02","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"quaysonisaackofi@yahoo.ca","pcl_completion_date_5":"2024-12-16","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34457","email":"sgilberg@witron.com","first_name":"Shianne","last_name":"Gilberg","phone":"4038275037","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"284656","full_name":"Shianne Gilberg","do_id":"L25A01020","language":"English","canceldate":"2021-03-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2020-01-15","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 VM\n2026 May 08 call reached voicemail, no contact made\n2026-05-08 invalid phone destination, phone: +14039120877","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:50-04:00","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A01020","temp_intcode_for_auto_old_int_code":"16","phone_2":"4039120877","last_act_type":"2020-01-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sgilberg@witron.com","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:41:44-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_87593e373cecfc7bdbc36b29b4c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_87593e373cecfc7bdbc36b29b4c","old_int_code":"08"}},"seriesid":"163"}
{"contact":{"id":"34411","email":"leannehusdon@gmail.com","first_name":"Leanne","last_name":"Hopkins","phone":"7787260597","orgname":"Remcan Projects","customer_acct_name":"Remcan Projects","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"209538","full_name":"Leanne Husdon Hopkins","do_id":"L25A00726","language":"English","canceldate":"2021-04-02","time_zone":"5","area_code":"778","members_type":"AST","new_member_date_2":"2020-02-20","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call initiated but no conversation, user hung up early\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call started but ended abruptly after initial greetings, no survey questions asked","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:33-04:00","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A00726","temp_intcode_for_auto_old_int_code":"15","phone_2":"6045512640","last_act_type":"2020-03-25","pcl_status":"P","pcl_completion_date":"2015-07-06","pf1_status":"P","pf1_completion_date":"2015-12-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-03-22","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"leannehusdon@gmail.com","pcl_completion_date_5":"2020-07-06","formatted_paid_thru":"31\/01\/2021","latest_paid_thru":"2021-01-31","called_by":"Tri","aitm_status_called":"2026-05-13T13:46:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The agent attempted to reach Leanne to discuss her lapsed Associate membership with the National Payroll Institute and intended to ask survey questions, but the call ended abruptly after initial greetings without further conversation.","aitm_callsummarytitle":"Call ended after initial greetings","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ac4006c9b16793d7d7d9b2dbb29","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ac4006c9b16793d7d7d9b2dbb29","mini_nps":"3","onesentencenotrenewed":"No conversation or renewal intent expressed.","initialvalue":"Other","age_range":"Preferred not to say","old_int_code":"06","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"34027","email":"bgrzedzinski@cogeco.ca","first_name":"Barbara","last_name":"Janczulewicz","phone":"9053193245","orgname":"Business Education College","customer_acct_name":"Business Education College","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"137821","full_name":"Barbara Janczulewicz","do_id":"L25A00636","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2010-03-26","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":"05","blocnote":"June 4 2025 number not in service\n2026-05-08 Dial no answer, phone: +19053193245\n2026-05-08 Dial no answer, phone: +19053193245\n2026-05-11 Dial no answer, phone: +19053193245\n2026-05-11 Dial no answer, phone: +19053193245\n2026-05-13 Dial no answer, phone: +19053193245\n2026-05-13 Dial no answer, phone: +19053193245\n2026-05-15 Dial no answer, phone: +19053193245\n2026-05-15 Dial no answer, phone: +19053193245","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","old_int_code":"16","pds_july":"2","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A00636","temp_intcode_for_auto_old_int_code":"05","pds_august":"2","phone_2":"9053193245","pds_september":"2","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2008-12-16","pf1_status":"P","pf1_completion_date":"2009-01-22","pf2_status":"P","pf2_completion_date":"2009-02-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-04-26","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"bgrzedzinski@cogeco.ca","pcl_completion_date_5":"2013-12-16","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_155ccae10f9a5efd84a97b9506f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_155ccae10f9a5efd84a97b9506f"}},"seriesid":"163"}
{"contact":{"id":"30421","email":"susanakao@gmail.com","first_name":"Chien","last_name":"Kao","phone":"6049257072","orgname":"District of West Vancouver","customer_acct_name":"District of West Vancouver","tags":"DELETE, 250217 Lapsed, NPIdealed, npiAlert3, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"310161","full_name":"Chien Ju Susana Kao, PCP","members_type":"CORP","coidnewmbrdate":"2002-10-01","city_1":"West Vancouver","province":"BC","language":"English","phone_2":"7786685158","lead_status":"Renewed Lapsed","new_member_date_2":"2022-02-14","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"","area_code":"604","time_zone":"5","canceldate":"2025-02-07","cpa_certification":"PCP","cert_status":"ACTIVE","intcode":"99","blocnote":"Apr 15 2025  vm   July 8 2025 vm\r\nLN Sept 22 2025 vm","organization_id":"62416","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T12:57:00-04:00","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2507377","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","date_of_renewal_identification":"2026-05-28","last_infoline_date_type":"2023-08-22","last_act_type":"2026-12-01","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"P","pf1_completion_date":"2022-10-24","pf2_status":"P","pf2_completion_date":"2023-02-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-11-23","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507377","old_do_id":"L25P00061","npi_email_temp":"susanakao@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33938","email":"lac.mimi@gmail.com","first_name":"Mimi","last_name":"Lac-On","phone":"8008987467","orgname":"TriOS College Business Technology Healthcare","customer_acct_name":"TriOS College Business Technology Healthcare","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"248629","full_name":"Mimi Uyen-Van Lac-On","do_id":"L25A00870","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2022-01-25","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"0","blocnote":"June 3 2025 Receptionist said Mimi may be at another campus.\n2026 May 08 call reached automated menu, no human interaction\n2026 May 11 call reached directory system but contact not found, call ended\n2026 May 13 call reached automated directory system, no human answered","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T11:06:41-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00870","temp_intcode_for_auto_old_int_code":"08","phone_2":"9058147212","last_infoline_date_type":"2022-09-13","last_act_type":"2022-09-14","pcl_status":"P","pcl_completion_date":"2017-08-21","pf1_status":"P","pf1_completion_date":"2022-05-01","pf2_status":"P","pf2_completion_date":"2017-03-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-03-30","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"lac.mimi@gmail.com","pcl_completion_date_5":"2022-08-21","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-13T11:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The call reached an automated directory system at Triers College Scarborough campus, where the agent attempted to navigate the system by pressing digits to reach a contact. No human was reached during the call, and it ended after interacting with the automated system.","aitm_callsummarytitle":"Call reached automated directory system","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bb9aa724b93419756fdaae54046","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bb9aa724b93419756fdaae54046","number_of_calls_reached":"3","notrenewedwanttorenew":"No"}},"seriesid":"163"}
{"contact":{"id":"34658","email":"natalieboyco900@gmail.com","first_name":"Natalie","last_name":"Boyco","phone":"7788986778","orgname":"Mega Autobody","customer_acct_name":"Mega Autobody","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"293150","full_name":"Natalie Boyco","language":"English","canceldate":"2022-01-07","time_zone":"5","area_code":"778","members_type":"AST","new_member_date_2":"2020-11-03","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"01","blocnote":"06 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 contact briefly signed up but not part of payroll anymore","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:47-04:00","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25A01079","temp_intcode_for_auto_old_int_code":"01","phone_2":"7788986778","last_act_type":"2020-03-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"natalieboyco900@gmail.com","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Natalie regarding her lapsed Associate membership with the National Payroll Institute. Natalie confirmed she briefly signed up but is no longer involved in payroll. The agent began the survey by asking about the initial value that drove her to become a member.","aitm_callsummarytitle":"Membership lapsed - not part of payroll","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Not part of payroll anymore.","initialvalue":"Other","astotherreasonsnottorenew":"Not part of payroll anymore","old_int_code":"6","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_do_id":"L25A01079","session_id":"call_43de704162b1397ff36fc8ccce9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_43de704162b1397ff36fc8ccce9","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34325","email":"dipikashah01@yahoo.ca","first_name":"Dipika","last_name":"Shah","phone":"5146846264","orgname":"Reader's Digest Association Canada (ULC)","customer_acct_name":"Reader's Digest Association Canada (ULC)","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"277360","full_name":"Dipika Shah","do_id":"L25A00982","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2019-06-21","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","blocnote":"june 5 2025 completed\n2026 May 08 call reached Dipika, brief introduction only","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:03-04:00","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":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am not doing payroll anymore","hardtoparticipateevents":"No","mini_nps":"5","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":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A00982","temp_intcode_for_auto_old_int_code":"15","phone_2":"5146846264","last_infoline_date_type":"2023-12-30","last_act_type":"2023-12-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dipikashah01@yahoo.ca","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:03-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Dipika and introduced herself, explaining the purpose of the call regarding Dipika's lapsed Associate membership with the National Payroll Institute. The call was brief and ended shortly after the introduction without further conversation or questions.","aitm_callsummarytitle":"Brief introduction call to Dipika about lapsed membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_64e532a644b4d8c1e760248a456","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_64e532a644b4d8c1e760248a456","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35701","email":"razonjennifer@ymail.com","first_name":"Jennifer","last_name":"Razon","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jennifer Razon","language":"English","canceldate":"2024-02-03","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"LB2506912","new_member_date_2":"2022-12-15","phone_2":"4169857387","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313557","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"LB2506912","last_act_type":"2022-12-15","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"F","pf1_completion_date":"2022-08-28","pf2_status":"F","pf2_completion_date":"2022-09-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-12-15","number_of_passed_courses":"2","intcode":"21","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025 2nd number vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:46:00-05:00","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":"L25C02491","npi_email_temp":"razonjennifer@ymail.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"34481","email":"sabina.cook@livingwaters.ab.ca","first_name":"Sabina","last_name":"Cook","phone":"7807785666","orgname":"Living Waters Catholic Separate School Division","customer_acct_name":"Living Waters Catholic Separate School Division","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"330784","full_name":"Sabina Cook","do_id":"L25A00492","language":"English","canceldate":"2025-01-07","time_zone":"4","area_code":"780","extension_phone_1":"244","members_type":"AST","new_member_date_2":"2023-10-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","blocnote":"05 June 2025 Completed - her colleague has a membership\n2026 May 08 call started, agent reached Sabina, call ended early without survey or renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:48-04:00","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":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A00492","temp_intcode_for_auto_old_int_code":"15","phone_2":"7807781724","last_infoline_date_type":"2024-05-17","last_conf_date_type":"2024-06-19","last_act_type":"2024-05-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sabina.cook@livingwaters.ab.ca","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Sabina and introduced herself, explaining the purpose of the call regarding Sabina's lapsed Associate membership with the National Payroll Institute. The agent asked if Sabina had a moment to answer a few questions about her membership experience. The call ended shortly after without further conversation.","aitm_callsummarytitle":"Initial contact with Sabina about lapsed membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","old_int_code":"1","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f2888255b9d27d3448fa510149c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f2888255b9d27d3448fa510149c","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30601","email":"ibrahim.jimoh39@gmail.com","first_name":"Ibrahim","last_name":"Jimoh","phone":"4168340536","orgname":"CDI College North York Campus","customer_acct_name":"CDI College North York Campus","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333541","full_name":"Ibrahim Jimoh","members_type":"CAND","do_id":"L25C00416","city_1":"Oshawa","province":"ON","language":"English","phone_2":"4168340536","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-22","area_code":"416","time_zone":"2","canceldate":"2025-03-04","intcode":"06","blocnote":"15 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":"2024-12-31","extension_phone_1":"2022","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:26:00-05:00","temp_do_id_for_auto_old_do_id":"L25C00416","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-05-09","pcl_status":"F","pcl_completion_date":"2024-04-23","pf1_status":"P","pf1_completion_date":"2025-09-23","pf2_status":"P","number_of_passed_courses":"2","pf2_completion_date":"2025-11-04","sendapplicationform":"2025-11-06T11:56:00-05:00","onesentencenotrenewed":"","old_int_code":"24","trc":"False","wera":"False","npi_email_temp":"ibrahim.jimoh39@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","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","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:06-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went to voicemail immediately.","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","session_id":"call_bd49632fa2fd9251185df368f9e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bd49632fa2fd9251185df368f9e","mini_nps":"3"}},"seriesid":"163"}
{"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"302426","full_name":"Frances Ferguson","language":"French","canceldate":"2022-08-03","time_zone":"2","area_code":"819","members_type":"AST","new_member_date_2":"2021-06-18","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"QC","paid_thru":"2022-05-31","intcode":"01","blocnote":"18 aout 2025 bv\n2026 May 08 contact declined to renew citing lack of use of membership.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","temp_do_id_for_auto_old_do_id":"L25A01139","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2022-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:58-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent spoke with Frances regarding her lapsed Associate membership with the National Payroll Institute. Frances indicated she initially joined to stay current with payroll legislation and rated her satisfaction as 4. She declined to renew her membership, citing insufficient use of the membership as her reason. The agent provided additional information about membership benefits, but Frances remained firm in her decision not to renew.","aitm_callsummarytitle":"Membership Renewal Declined by Frances","notrenewedwanttorenew":"No","mini_nps":"4","onesentencenotrenewed":"Did not use the membership enough or payroll was not complex for her.","initialvalue":"Stay Current","age_range":"61+","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","old_do_id":"L25A01139","retell_call_status":"ended","session_id":"call_627bf18e833e4864200f93d5de4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_627bf18e833e4864200f93d5de4","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33880","email":"accounting@petersexcavating.ca","first_name":"Katie","last_name":"Thompson","phone":"3066526988","orgname":"F. Peters Excavating (1996) Ltd.","customer_acct_name":"F. Peters Excavating (1996) Ltd.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"295982","full_name":"Katie Thompson","do_id":"L25A01100","language":"English","canceldate":"2022-02-02","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2020-12-18","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"SK","intcode":"21","blocnote":"03 June 2025 No longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T16:17:00-04:00","old_int_code":"12","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25A01100","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2020-12-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"accounting@petersexcavating.ca","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"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, AI Contacts sent to TM 2026, 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":"2026-03-23","last_act_type":"2026-04-14","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","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"34107","email":"sandramlunenburg@gmail.com","first_name":"Sandra","last_name":"Merkas","phone":"9026348049","orgname":"Clearwater Fleet Operations","customer_acct_name":"Clearwater Fleet Operations","tags":"250612 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"158714","full_name":"Sandra Merkas","do_id":"L25A00654","language":"English","canceldate":"2022-04-02","time_zone":"1","area_code":"902","members_type":"AST","new_member_date_2":"2020-02-24","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"NS","cpa_certification":"PCP","intcode":"15","blocnote":"june 5 2025 she doesnt work there anymore\n2026 May 08 call initiated but no conversation beyond greeting and request for Sandra.\n2026 May 11 call lasted 4 seconds, only greetings exchanged, user hung up immediately","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:49-04:00","old_int_code":"03","date_of_renewal_identification":"2025-06-09","pipeline_2_members_only_ast":"","notrenewedother":"Phone cannot be recovered","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A00654","temp_intcode_for_auto_old_int_code":"15","phone_2":"6479203989","last_infoline_date_type":"2020-05-08","last_act_type":"2022-04-13","pcl_status":"P","pcl_completion_date":"2021-01-25","pf1_status":"F","pf1_completion_date":"2021-03-25","pf2_status":"P","pf2_completion_date":"2009-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-01-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sandramlunenburg@gmail.com","pcl_completion_date_5":"2026-01-25","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was very brief with only greetings exchanged before the user hung up.","aitm_callsummarytitle":"Brief call with no engagement","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c61d842386d78cbeb8c7a7f17b8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c61d842386d78cbeb8c7a7f17b8","number_of_calls_reached":"2","onesentencenotrenewed":"User did not engage beyond initial greeting and hung up quickly.","initialvalue":"Other","othermemberbenefit":"No information provided","astotherreasonsnottorenew":"No engagement to determine reason","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"35046","email":"annadonovan1@outlook.com","first_name":"Anna","last_name":"Donovan","phone":"","orgname":"The Grizzly Paw Brewing Co.","customer_acct_name":"The Grizzly Paw Brewing Co.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Anna Donovan","language":"English","canceldate":"2023-07-11","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02427","new_member_date_2":"2022-08-25","phone_2":"4034086229","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313048","paid_thru":"2023-04-30","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C02427","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-11-11","last_act_type":"2022-11-11","pcl_status":"F","pcl_completion_date":"2022-12-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"annadonovan1@outlook.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"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":"2023-02-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"j.pacheco@nalcgroup.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34939","email":"wreng4296@gmail.com","first_name":"Grant","last_name":"Wren","phone":"4162222241","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"301633","full_name":"Grant Wren, PCP,CHRL, CHRP","members_type":"PRO","do_id":"L25P00385","lead_status":"Lapsed Member","new_member_date_2":"2021-05-26","coidnewmbrdate":"1994-06-01","city_1":"London","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"5194738677","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"June 11 2025 vm\r\nSept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T15:30:00-04:00","temp_do_id_for_auto_old_do_id":"L25P00385","temp_intcode_for_auto_old_int_code":"6","npi_email_temp":"wreng4296@gmail.com"}},"seriesid":"163"}
{"contact":{"id":"35141","email":"litadelcaro@gmail.com","first_name":"Litadel","last_name":"Caro","phone":"3062015670","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Litadel Caro","language":"English","canceldate":"2023-05-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C02185","new_member_date_2":"2022-03-10","phone_2":"3062015670","province":"SK","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"311043","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02185","last_act_type":"2022-10-03","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 Nov 13 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T14:26:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"litadelcaro@gmail.com","pcl_completion_date_5":"2027-06-05","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"34001","email":"latania.wint@outlook.com","first_name":"Latania","last_name":"Wint","phone":"4168657500","orgname":"Flynn Canada Ltd.","customer_acct_name":"Flynn Canada Ltd.","tags":"npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"252756","full_name":"Latania Wint","language":"English","canceldate":"2024-12-23","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2023-01-24","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"16","blocnote":"June 4 2025 vm\r\nAug 21 2025 She said she is now under her company Torys' membership.\n2026 Mar 10 call reached automated operator, no human contact","dhmsfin_telemarketing_last_contacted_date":"2026-03-10T13:47:13-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A02948","temp_intcode_for_auto_old_int_code":"16","phone_2":"3654405202","date_of_renewal_identification":"","old_do_id":"LB2506004","last_infoline_date_type":"2024-05-24","last_act_type":"2025-10-23","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2023-04-02","pf1_status":"F","pf1_completion_date":"2024-08-05","number_of_passed_courses":"1","paid_thru":"2026-08-31","trc":"True","wera":"False","do_id":"L25A02948","npi_email_temp":"latania.wint@outlook.com","ln_entered_date":"2026-03-05","aitm_status_called":"2026-03-10T13:47:13-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt but was answered by an automated system directing to an operator. The agent pressed zero for operator assistance but the call ended shortly after without reaching a human.","aitm_callsummarytitle":"Call reached automated operator, no human contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2028-04-02","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"33758","email":"timerin.tinquisimpson@tlicho.ca","first_name":"Timerin","last_name":"Tinqui-Simpson","phone":"8674460629","orgname":"Tlicho Government","customer_acct_name":"Tlicho Government","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, 250528 phone cannot be recovered, fixDhms, npiPartnerAccount, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"242509","full_name":"Timerin Tinqui-Simpson","members_type":"AST","do_id":"PART0008","lead_status":"Partner","new_member_date_2":"2025-04-03","city_1":"Behchoko","province":"NT","language":"English","date_of_renewal_identification":"","pipeline_2_members_only_ast":"","time_zone":"4","area_code":"867","blocnote":"26 May 2025 Not authorized to dial this number","sendmayemail":"2025-05-26T17:24:00-04:00","intcode":"16","last_engaged_date":"2025-06-03","resources_tools_may":"1","notrenewedother":"Phone cannot be recovered","old_int_code":"08","pipeline_1_lapsed_members":"","onesentencenotrenewed":"Contact could not be recovered.","dhmsfin_telemarketing_last_contacted_date":"2025-05-26T17:24:35-04:00","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"PART0008","temp_intcode_for_auto_old_int_code":"16","last_conf_date_type":"2026-06-02","last_act_type":"2026-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"timerin.tinquisimpson@tlicho.ca","old_do_id":"AST1921","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"34905","email":"naresinash@yahoo.ca","first_name":"Naresina","last_name":"Shembitraku","phone":"9055212100","orgname":"Hamilton Health Sciences Volunteer Association","customer_acct_name":"Hamilton Health Sciences Volunteer Association","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"84313","full_name":"Naresina Shembitraku, PCP","members_type":"CORP","new_member_date_2":"2013-02-26","coidnewmbrdate":"2019-03-07","city_1":"Ancaster","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"905","phone_2":"9056485969","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"273883","canceldate":"2025-01-29","cert_status":"ACTIVE","pds_july":"5","cpa_certification":"PCP","paid_thru":"2027-02-28","pds_august":"5","pds_september":"5","last_infoline_date_type":"2026-05-02","last_act_type":"2026-05-02","company_paid_thru":"2027-02-28","pcl_status":"P","pcl_completion_date":"2014-03-03","pf1_status":"P","pf1_completion_date":"2014-05-21","pf2_status":"P","pf2_completion_date":"2014-07-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-11-18","number_of_passed_courses":"4","pds_october":"5","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pds_november":"5","do_id":"LB2506571","temp_do_id_for_auto_old_do_id":"LB2506571","npi_email_temp":"naresinash@yahoo.ca","pcl_completion_date_5":"2019-03-03","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35325","email":"sandhya_yadav@hotmail.com","first_name":"Sandhya","last_name":"Yadav","phone":"4373395483","orgname":"Symtech Innovations Ltd.","customer_acct_name":"Symtech Innovations Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sandhya Yadav","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C02712","new_member_date_2":"2022-08-08","phone_2":"4373395483","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315029","paid_thru":"2023-06-30","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C02712","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-31","pcl_status":"P","pcl_completion_date":"2023-07-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sandhya_yadav@hotmail.com","pcl_completion_date_5":"2028-07-12","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"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":"2022-08-06","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"jocelyn.niere@outlook.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"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":"260522 Lapsed DEL","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":"LB2506742","last_infoline_date_type":"2026-04-30","last_act_type":"2026-04-30","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","npi_email_temp":"olivia7331@gmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34955","email":"keillygil@hotmail.com","first_name":"Keilly","last_name":"Solano","phone":"6047955173","orgname":"Fortin's Supply Ltd.","customer_acct_name":"Fortin's Supply Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Keilly Gil Solano","language":"English","canceldate":"2024-11-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C01918","new_member_date_2":"2022-09-08","phone_2":"6047990035","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"308060","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":"L25C01918","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-10-08","pcl_status":"P","pcl_completion_date":"2022-09-11","pf1_status":"F","pf1_completion_date":"2023-11-27","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"keillygil@hotmail.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"34927","email":"audrey.pelletierdaigle@wendake.ca","first_name":"Audrey","last_name":"Daigle","phone":"4188433767","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"304813","full_name":"Audrey Pelletier Daigle","members_type":"CORP","do_id":"L25O00826","lead_status":"Lapsed Member","coidnewmbrdate":"2010-06-21","city_1":"Wendake","language":"French","time_zone":"2","area_code":"418","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","intcode":"06","blocnote":"LN.  15 sept 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T11:12:00-04:00","temp_do_id_for_auto_old_do_id":"L25O00826","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"audrey.pelletierdaigle@wendake.ca","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"33812","email":"jrlengyell@gmail.com","first_name":"Jessica","last_name":"Lengyell","phone":"5192642300","orgname":"Melnik Resources Ltd.","customer_acct_name":"Melnik Resources Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"241040","full_name":"Jessica Rose Lengyell","do_id":"L25A00838","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2020-06-23","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"0","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 She's not working there any more\n2026 May 08 contact Mary answered, Jessica no longer works there, no new contact info available.\n2026 May 11 contact answered by Mary who said Jessica no longer works there, no new contact info provided.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:46-04:00","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A00838","old_int_code":"08","temp_intcode_for_auto_old_int_code":"08","phone_2":"5192642707","last_conf_date_type":"2021-06-09","last_act_type":"2024-11-26","pcl_status":"P","pcl_completion_date":"2016-03-20","pf1_status":"P","pf1_completion_date":"2016-04-18","pf2_status":"P","pf2_completion_date":"2016-05-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-05-11","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"jrlengyell@gmail.com","pcl_completion_date_5":"2021-03-20","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached a human named Mary who informed that Jessica no longer works there. The agent asked for Jessica's new contact information but the call ended shortly after without further resolution.","aitm_callsummarytitle":"Contact Not Available - Jessica No Longer Works There","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact informed that Jessica no longer works at the company and no further information was provided.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact no longer works at the company, no new contact information provided.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b2505257c4877c6237f9d592f14","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b2505257c4877c6237f9d592f14","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"34755","email":"ssibson@reliancecomfort.com","first_name":"Sophia","last_name":"Sibson","phone":"4164905999","orgname":"Reliance Home Comfort","customer_acct_name":"Reliance Home Comfort","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"235026","full_name":"Sophia Sibson","do_id":"L25A00816","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2015-06-11","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"16","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 Number not iin service\n2026-05-08 Dial no answer, phone: +14164905999\n2026-05-08 Dial no answer, phone: +14164905999\n2026-05-11 invalid phone destination, phone: +14164905999\n2026-05-11 invalid phone destination, phone: +14164905999","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:45-04:00","pds_july":"1","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A00816","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"4164905999","old_int_code":"08","pds_september":"1","last_infoline_date_type":"2022-05-07","last_act_type":"2022-05-07","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"ssibson@reliancecomfort.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:26:42-04:00","number_of_call_attempts":"4","number_of_total_call_attempts":"4","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_4d433fe2dcbbf2849a371f193ab","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4d433fe2dcbbf2849a371f193ab"}},"seriesid":"163"}
{"contact":{"id":"34819","email":"paie@crfmv.com","first_name":"Julie","last_name":"Raymond","phone":"4188446060","orgname":"Centre de Ressources Pour les Familles Militaires Valcartier","customer_acct_name":"Centre de Ressources Pour les Familles Militaires Valcartier","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"293224","full_name":"Julie Raymond","lead_status":"Lapsed Member","members_type":"CORP","coidnewmbrdate":"2015-04-09","city_1":"Courcelette","time_zone":"2","province":"QC","language":"French","pipeline_1_lapsed_members":"Lapsed Members","do_id":"L25O00818","paid_thru":"2025-03-31","intcode":"06","blocnote":"LN. 15 sept 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T11:09:00-04:00","temp_do_id_for_auto_old_do_id":"L25O00818","temp_intcode_for_auto_old_int_code":"6","organization_id":"26017","last_infoline_date_type":"2021-03-05","last_act_type":"2023-04-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"paie@crfmv.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-04-11","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33778","email":"roman.kis@blum.com","first_name":"Roman","last_name":"Kis","phone":"9056707920","orgname":"Blum Canada Ltd.","customer_acct_name":"Blum Canada Ltd.","tags":"WR250409, 250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"old_do_id":"L25O00640","city_1":"Mississauga","province":"ON","language":"English","origin":"Lapsed members","found":"company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","full_name":"Roman Kis","members_type":"CORP","organization_id":"349442","coidnewmbrdate":"2025-04-03","time_zone":"2","area_code":"905","individual_id":"349441","company_paid_thru":"2027-03-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507004","temp_do_id_for_auto_old_do_id":"LB2507004","npi_email_temp":"roman.kis@blum.com","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","last_act_type":"2026-06-03","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34281","email":"americanflyers@hotmail.com","first_name":"Joanne","last_name":"Thomas","phone":"4037206229","orgname":"BWI Enterprises Ltd.","customer_acct_name":"BWI Enterprises Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"89217","full_name":"Joanne Thomas","do_id":"L25A00445","language":"English","time_zone":"4","area_code":"403","members_type":"AST","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"10","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"02","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 contact Joanne Thomas renewed interest and sent application form - NPI# 34281","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:48-04:00","pds_july":"10","temp_do_id_for_auto_old_do_id":"L25A00445","temp_intcode_for_auto_old_int_code":"02","phone_2":"4038092841","canceldate":"2025-01-07","new_member_date_2":"2022-11-17","paid_thru":"2024-10-31","pds_august":"10","extension_phone_1":"221","pds_september":"10","last_infoline_date_type":"2024-07-26","last_act_type":"2024-07-26","pcl_status":"F","pcl_completion_date":"2009-03-09","number_of_passed_courses":"0","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"americanflyers@hotmail.com","pcl_completion_date_5":"2014-03-09","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","sendapplicationform":"2026-05-08T13:26:00-04:00","npi_transcriptsummary":"The agent successfully reached Joanne Thomas and conducted a survey about her National Payroll Institute membership experience. Joanne expressed interest in renewing her membership, and the agent sent her an email with the Associate Membership application form. The call concluded with the agent confirming the email address and providing closing remarks.","aitm_callsummarytitle":"Membership Renewal Interest and Application Sent","notrenewedwanttorenew":"Yes","mini_nps":"3","initialvalue":"Help with Complex","age_range":"46-60","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","session_id":"call_775ae2d5dbc85ce62bf5a41f980","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_775ae2d5dbc85ce62bf5a41f980","number_of_calls_reached":"1","last_engaged_date":"2026-05-08"}},"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":"2025-06-11","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","old_do_id":"L25C00166","npi_email_temp":"seanandang@telus.net","pcl_completion_date_5":"2028-05-18","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"35423","email":"jocelyn_b_doyle@yahoo.ca","first_name":"Jocelyn","last_name":"Doyle","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Jocelyn Doyle","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"AST","do_id":"L25A01404","new_member_date_2":"2023-03-31","pds_april":"2","cert_status":"WITHDRAWN_CPE","phone_2":"5198354533","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"105475","intcode":"02","blocnote":"June 11 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 contact answered, wants to renew, updated email and sent application form - NPI# 35423","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","pds_july":"2","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A01404","temp_intcode_for_auto_old_int_code":"02","pds_august":"2","pds_september":"2","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2007-02-11","pf1_status":"P","pf1_completion_date":"2006-08-21","pf2_status":"P","pf2_completion_date":"2007-02-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2006-12-18","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"jocelyn_b_doyle@yahoo.ca","pcl_completion_date_5":"2012-02-11","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:26:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent contacted Jocelyn to discuss her lapsed Associate membership with the National Payroll Institute. Jocelyn answered the survey questions, expressed interest in renewing, and provided an updated email address where the renewal application form was sent. The call concluded successfully with the user acknowledging the email and ending the call politely.","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","session_id":"call_1b21e4a4714bcd0119b12dd2215","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1b21e4a4714bcd0119b12dd2215","mini_nps":"3","sendapplicationform":"2026-05-15T16:31:00-04:00","npi_email_2":"cujo21739@hotmail.com","regular_email_change_date":"2026-05-15T16:31:11-04:00","initialvalue":"Designation","age_range":"46-60","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35040","email":"joshua.jiangtao@gmail.com","first_name":"Tao","last_name":"Jiang","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tao Jiang","language":"English","canceldate":"2023-10-03","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01678","new_member_date_2":"2021-08-09","phone_2":"7786836211","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"303738","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01678","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-07","pcl_status":"P","pcl_completion_date":"2021-10-24","pf1_status":"F","pf1_completion_date":"2022-09-25","pf2_status":"F","pf2_completion_date":"2022-09-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"joshua.jiangtao@gmail.com","pcl_completion_date_5":"2026-10-24","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34664","email":"gpittman8888@gmail.com","first_name":"Grace","last_name":"Pittman","phone":"5198063532","orgname":"Pittman Electric Services","customer_acct_name":"Pittman Electric Services","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"36412","full_name":"Grace Pittman","do_id":"L25A00535","language":"English","canceldate":"2021-12-02","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2018-10-24","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"15","blocnote":"10 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 contact not available, callback scheduled for May 11 at noon - NPI# 34664\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call started, agent introduced self and membership lapse, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:31:43-04:00","pds_july":"1","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25A00535","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","phone_2":"6472931657","pds_september":"1","last_infoline_date_type":"2021-06-18","last_act_type":"2021-06-18","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"gpittman8888@gmail.com","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","called_by":"Tri","aitm_status_called":"2026-05-11T12:46:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_call_back_date_and_time":"2026-05-11T12:00:00-04:00","npi_call_back_time_hour":"12","npi_call_back_time_minute":"00","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 brief and ended shortly after the introduction without further conversation or survey questions.","aitm_callsummarytitle":"Brief introduction, call ended early","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not available and requested a callback.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"06","astotherreasonsnottorenew":"Contact was not available to discuss renewal.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b4f8e0bbf82cfab8cf32af25f2a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b4f8e0bbf82cfab8cf32af25f2a","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"34341","email":"qrling@hotmail.com","first_name":"Ling","last_name":"Ru","phone":"6132358101","orgname":"Canadian Centre on Substance Use and Addiction","customer_acct_name":"Canadian Centre on Substance Use and Addiction","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"194213","full_name":"Ling Ru","do_id":"L25A00709","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"613","members_type":"AST","new_member_date_2":"2019-07-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"11","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 call ended after initial greeting attempts, no contact with Ling.\n2026 May 11 call ended after initial greeting, no contact with Ling\n2026 May 13 no answer from contact, call ended without conversation.\n2026 May 15 call initiated but no conversation with Ling, call ended quickly\n2026 May 19 call initiated but no conversation beyond greeting\n2026 May 21 call ended after initial greeting, no conversation\n2026 May 25 call initiated but no answer from contact\n2026 May 25 contact answered but was busy and did not continue conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:25:43-04:00","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A00709","temp_intcode_for_auto_old_int_code":"11","phone_2":"6138690898","last_infoline_date_type":"2021-01-25","last_act_type":"2022-06-07","pcl_status":"P","pcl_completion_date":"2012-06-07","pf1_status":"P","pf1_completion_date":"2012-09-27","pf2_status":"P","pf2_completion_date":"2013-01-18","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"qrling@hotmail.com","pcl_completion_date_5":"2017-06-07","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","called_by":"Tri","aitm_status_called":"2026-05-25T11:42:06-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"9","npi_transcriptsummary":"The agent reached Ling and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. Ling responded that she was busy and did not continue the conversation.","aitm_callsummarytitle":"User Busy - Call Not Completed","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"User was busy and did not want to continue the conversation.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"05","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_353039c8a9402a10c368af585ca","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_353039c8a9402a10c368af585ca","number_of_calls_reached":"7","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00709","ln_entered_date":"2026-05-26"}},"seriesid":"163"}
{"contact":{"id":"33733","email":"lboisclair@ress-env.com","first_name":"Louise","last_name":"Boisclair","phone":"4186821332","orgname":"Ressources Environnement Inc.","customer_acct_name":"Ressources Environnement Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"141305","full_name":"Louise Boisclair","members_type":"CORP","do_id":"L25O00754","lead_status":"Lapsed Member","coidnewmbrdate":"2009-03-20","city_1":"Qu?bec","time_zone":"2","province":"QC","language":"French","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"18 aout 2025 retraiter","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T09:43:00-04:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00754","temp_intcode_for_auto_old_int_code":"16","organization_id":"141304","pds_august":"14","pds_september":"14","last_infoline_date_type":"2022-11-04","last_act_type":"2022-11-04","number_of_passed_courses":"0","pds_october":"14","trc":"False","wera":"False","pds_november":"14","npi_email_temp":"lboisclair@ress-env.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34706","email":"hussasyd@yahoo.com","first_name":"Syed","last_name":"Hussain","phone":"9059972422","orgname":"North American Business Inc.","customer_acct_name":"North American Business Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"327470","full_name":"Syed Hussain","do_id":"L25A01301","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2023-08-01","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"02","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 voicemail reached, message left\n2026 May 08 contact agreed to renew and email sent - NPI# 34706","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25A01301","temp_intcode_for_auto_old_int_code":"02","phone_2":"4162590779","last_act_type":"2023-07-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hussasyd@yahoo.com","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:20-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Syed to inform him about the Associate Membership fee and sent him an application form via email. Syed agreed to receive the email and was willing to answer a few quick questions about his membership experience. The call ended with a positive interaction and no issues.","aitm_callsummarytitle":"Membership Renewal Email Sent to Syed","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","session_id":"call_37a18b16a7678c3a41d1c6b7482","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_37a18b16a7678c3a41d1c6b7482","sendapplicationform":"2026-05-08T12:17:00-04:00","mini_nps":"5","old_int_code":"6"}},"seriesid":"163"}
{"contact":{"id":"30389","email":"breigh_radford@eagleonline.com","first_name":"Breigh","last_name":"Radford","phone":"4168610636","orgname":"Eagle Professional Resources Inc","customer_acct_name":"Eagle Professional Resources Inc","tags":"250213 Lapsed, 250213 Lapsed DEL, 250217 Lapsed, NPIdealed, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"do_id":"L25O00056","individual_id":"72613","full_name":"Breigh Radford","extension_phone_1":"2235","language":"English","time_zone":"2","members_type":"AST","lead_status":"Refused","new_member_date_2":"2004-02-24","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2008-02-05","cpa_certification":"PCP","no_email_solicitation":"False","pds_march":"1","province":"ON","cert_status":"WITHDRAWN_CPE","intcode":"21","blocnote":"29 May 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-05-29T10:52:00-04:00","pipeline_2_members_only_ast":"","old_int_code":"12","organization_id":"71630","pds_july":"1","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25O00056","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"4166994744","pds_september":"1","last_conf_date_type":"2004-06-22","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"breigh_radford@eagleonline.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","company_paid_thru":"2022-12-31","corp_cancel_date":"2023-03-02","company_status":"I"}},"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","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"33681","email":"sonalsaini6155@gmail.com","first_name":"Sonal","last_name":"Saini","phone":"6476796998","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":"334263","full_name":"Sonal Saini","members_type":"CAND","do_id":"L25C00641","lead_status":"Lapsed Member","new_member_date_2":"2024-02-09","city_1":"Mississauga","time_zone":"2","province":"ON","language":"English","phone_2":"6476796998","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00641","last_act_type":"2024-11-06","pcl_status":"P","pcl_completion_date":"2024-04-23","pf1_status":"F","pf1_completion_date":"2024-08-14","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T13:47:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"sonalsaini6155@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"34823","email":"hirenbabaria1988@gmail.com","first_name":"Hirenkumar","last_name":"Babariya","phone":"3067777246","orgname":"City of Regina","customer_acct_name":"City of Regina","tags":"npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"349302","full_name":"Hirenkumar Babariya","members_type":"CORP","lead_status":"Lapsed Member","coidnewmbrdate":"2000-06-15","city_1":"Regina","province":"SK","language":"English","time_zone":"3","area_code":"306","phone_2":"3068076996","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O05626","old_do_id":"LB2505401","last_act_type":"2026-05-21","company_paid_thru":"2026-05-31","date_of_renewal_identification":"","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"L25O05626","npi_email_temp":"hirenbabaria1988@gmail.com","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","ln_entered_date":"2026-05-27"}},"seriesid":"163"}
{"contact":{"id":"33830","email":"catherine.arnautovitch@vrrh.ulaval.ca","first_name":"Catherine","last_name":"Arnautovitch","phone":"4186562131","orgname":"Universit\u00e9 Laval","customer_acct_name":"Universit\u00e9 Laval","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"82577","full_name":"Catherine Arnautovitch","do_id":"L25A00341","language":"French","canceldate":"2023-09-02","time_zone":"2","area_code":"418","extension_phone_1":"406475","members_type":"AST","new_member_date_2":"2015-07-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"11","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"11","paid_thru":"2023-06-30","intcode":"15","blocnote":"18 aout 2025 bv\n2026 May 08 call to Universite Laval, unable to confirm contact identity, user hung up","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:49-04:00","temp_do_id_for_auto_old_do_id":"L25A00341","temp_intcode_for_auto_old_int_code":"15","pds_august":"11","pds_september":"11","last_infoline_date_type":"2022-02-22","last_conf_date_type":"2016-06-15","last_act_type":"2022-01-09","number_of_passed_courses":"0","pds_october":"11","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"catherine.arnautovitch@vrrh.ulaval.ca","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Catherine at Universite Laval, involving navigating an automated system and dialing an extension. The agent repeatedly asked if they were speaking with Catherine, but the user's responses were inaudible, and the call ended with the user hanging up.","aitm_callsummarytitle":"Unsuccessful call to Universite Laval - no confirmation","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bf50a276109d8010c4240e47402","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bf50a276109d8010c4240e47402","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35053","email":"tamannabintekorim@gmail.com","first_name":"Tamanna","last_name":"Karim","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tamanna Binte Karim","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"807","members_type":"CAND","do_id":"L25C02680","new_member_date_2":"2022-07-20","phone_2":"8074072626","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314808","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02680","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-09","pcl_status":"P","pcl_completion_date":"2022-11-09","pf1_status":"P","pf1_completion_date":"2023-04-02","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"tamannabintekorim@gmail.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"34059","email":"nanette.sarosa@dutyfreepartners.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, TMAI","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":"02","blocnote":"04 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 reached voicemail, no human contact\n2026 May 11 call reached voicemail, no human answer\n2026 May 11 call reached voicemail, no contact with Nonnette Sarrosa\n2026 May 13 call reached voicemail, no contact made.\n2026 May 13 contact wants to renew and sent the email - NPI# 34059","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:26-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A00643","temp_intcode_for_auto_old_int_code":"02","phone_2":"4168901387","last_act_type":"2022-05-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nanette.sarosa@dutyfreepartners.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-13T13:31:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The agent successfully reached Nonnette Sarrosa and conducted a membership survey, confirming her interest in renewing her National Payroll Institute membership. The agent updated her email address and sent an application form for renewal. The call concluded with the agent providing instructions and a polite closing.","aitm_callsummarytitle":"Successful Membership Renewal Interest Call","notrenewedwanttorenew":"Yes","mini_nps":"4","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_47d2812c18e7ae56582d38d5815","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_47d2812c18e7ae56582d38d5815","onesentencenotrenewed":"No answer, call went to voicemail.","initialvalue":"Career","othermemberbenefit":"No contact made, no reason provided.","astotherreasonsnottorenew":"No contact made due to voicemail.","age_range":"46-60","sendapplicationform":"2026-05-13T13:44:00-04:00","regular_email_change_date":"2026-05-13T13:44:40-04:00","npi_email_2":"netsarrosa@gmail.com","old_int_code":"6","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"34201","email":"sgrossi@shaw.ca","first_name":"Shelley","last_name":"Grossi","phone":"4036516944","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"266545","full_name":"Shelley Grossi, CPA, CGA","language":"English","canceldate":"2023-10-03","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2018-08-30","lead_status":"Refused","no_email_solicitation":"False","pds_march":"8","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","blocnote":"04 June 2025 Completed\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 voicemail reached, no conversation\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 voicemail reached, no contact with Shelley\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 voicemail reached - Shelly and Roger answered\n2026 May 15 contact answered, completed survey, declined renewal because no longer does payroll.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:45-04:00","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":"Not in payroll","hardtoparticipateevents":"No","mini_nps":"5","age_range":"61+","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"8","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A00947","temp_intcode_for_auto_old_int_code":"01","pds_august":"8","phone_2":"4032413114","pds_september":"8","last_infoline_date_type":"2019-10-21","last_act_type":"2022-05-06","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"sgrossi@shaw.ca","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:11:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent contacted Shelley to discuss her lapsed Associate membership with the National Payroll Institute. Shelley answered the survey questions, indicating her initial reason for membership was staying current with payroll legislation and rated her satisfaction highly. However, she declined to renew because payroll is no longer part of her position.","aitm_callsummarytitle":"Membership survey and renewal declined","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","session_id":"call_a5c8b4a90064cef0c8146ab916d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a5c8b4a90064cef0c8146ab916d","onesentencenotrenewed":"Does not do payroll anymore as part of her position.","initialvalue":"Stay Current","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00947","number_of_calls_reached":"1"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"256480","full_name":"Corey Baker","language":"English","canceldate":"2021-11-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2017-09-22","lead_status":"Refused","no_email_solicitation":"False","pds_march":"4","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"01","blocnote":"03 June 2025 VM\r\nLN \/ 15 September 2025 Number not in service\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 contact Corey not available, call ended quickly\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no conversation\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 contact not available to talk, voicemail reached\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 contact Corey not interested in renewing membership as no longer works in payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T17:12:01-04:00","pds_july":"4","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25A00902","old_int_code":"06","temp_intcode_for_auto_old_int_code":"01","pds_august":"4","phone_2":"4036909013","pds_september":"4","last_act_type":"2020-02-07","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","latest_paid_thru":"2021-08-31","called_by":"Tri","aitm_status_called":"2026-05-21T17:27:05-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"12","npi_transcriptsummary":"The agent contacted Corey regarding her lapsed Associate membership with the National Payroll Institute. Corey informed the agent that she no longer works in payroll and therefore is not interested in renewing her membership. The call ended shortly after this exchange.","aitm_callsummarytitle":"Contact not interested in renewing due to career change","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5d5bbf1eba8d380fb5c1dd049ad","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5d5bbf1eba8d380fb5c1dd049ad","number_of_calls_reached":"2","mini_nps":"3","onesentencenotrenewed":"No longer works in payroll, so no point in renewing.","initialvalue":"Other","othermemberbenefit":"Contact did not provide other reasons due to unavailability","astotherreasonsnottorenew":"Contact was not available to discuss renewal.","age_range":"Preferred not to say","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00902"}},"seriesid":"163"}
{"contact":{"id":"34139","email":"vesna.susa@clevelandcliffs.com","first_name":"Vesna","last_name":"Susa","phone":"5199694632","orgname":"Cleveland Cliffs Tooling and Stamping","customer_acct_name":"Cleveland Cliffs Tooling and Stamping","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"233412","full_name":"Vesna Susa, CPA","do_id":"L25A00411","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"519","extension_phone_1":"2226","members_type":"AST","new_member_date_2":"2015-07-06","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":"Survey completed She is not in payroll right now.\n2026 May 08 call reached voicemail, no contact with Vesna\n2026 May 08 reached voicemail, no message left\n2026 May 11 call reached voicemail, no human answered\n2026 May 11 call reached voicemail, no message left\n2026 May 13 call reached voicemail, no message left, agent to call back later\n2026 May 13 call reached voicemail, message left\n2026 May 15 call reached automated system, no human answered, agent to call back later.\n2026 May 19 call reached voicemail, agent will try to call back later\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached automated system, no message left, agent to call back later\n2026 May 25 call reached voicemail, no human answer\n2026 May 25 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:25:43-04:00","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":"Finding  a job.","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"It was a finance issue.","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","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A00411","temp_intcode_for_auto_old_int_code":"06","phone_2":"5199150305","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2015-05-25","pf1_status":"P","pf1_completion_date":"2015-06-15","pf2_status":"P","pf2_completion_date":"2015-07-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-07-29","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"vesna.susa@clevelandcliffs.com","pcl_completion_date_5":"2020-05-25","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-25T11:37:07-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"13","npi_transcriptsummary":"The call was not answered by a human and went to voicemail. The agent left a message as instructed by the voicemail system.","aitm_callsummarytitle":"Voicemail reached, no human answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"03","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e044d28a7fdcd1403e95607e347","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e044d28a7fdcd1403e95607e347","onesentencenotrenewed":"Contact did not want to continue the call and will try to call back another time.","number_of_calls_reached":"2"}},"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, 260522 Lapsed DEL","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":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"262695","paid_thru":"2027-01-31","last_infoline_date_type":"2026-01-21","last_act_type":"2026-01-21","company_paid_thru":"2027-01-31","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","latest_paid_thru":"2027-01-31","company_status":"A"}},"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, TMAI","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":"15","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 Survey completed\n2026 May 08 call disconnected quickly, no conversation\n2026 May 11 call started, identity confirmed, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:46-04:00","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":"15","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","latest_paid_thru":"2021-10-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Jim Siddall and confirmed his identity. The call was just beginning when it ended abruptly after the agent introduced herself and the National Payroll Institute.","aitm_callsummarytitle":"Call started but ended early after introduction","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1e5155d89c077d9d1e589a68e99","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1e5155d89c077d9d1e589a68e99","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"34859","email":"kate.vamplew@gmail.com","first_name":"Kate","last_name":"Vamplew","phone":"","orgname":"","customer_acct_name":"","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"309372","full_name":"Kate Vamplew","members_type":"CAND","new_member_date_2":"2022-01-26","city_1":"Hamilton","province":"ON","language":"English","lead_status":"Refused","time_zone":"2","area_code":"905","phone_2":"9059242247","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2026-01-31","last_infoline_date_type":"2025-10-15","last_act_type":"2025-10-15","pcl_status":"P","pcl_completion_date":"2022-05-22","pf1_status":"F","pf1_completion_date":"2023-07-26","pf2_status":"F","pf2_completion_date":"2025-05-23","number_of_passed_courses":"1","intcode":"21","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","temp_do_id_for_auto_old_do_id":"LB2505805","npi_email_temp":"kate.vamplew@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-02","old_do_id":"LB2505805","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"99","canceldate":"2026-04-02","pcl_completion_date_5":"2027-05-22","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"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, TMAI","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":"15","blocnote":"06 June 2025 VM\r\nLN \/ 17 September 2025 Doesn't work there anymore\n2026 May 08 voicemail reached, no contact made\n2026 May 11 call reached Ann, introduced purpose, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:31:45-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A01283","temp_intcode_for_auto_old_int_code":"15","old_int_code":"06","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","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-11T12:31:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Ann 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 brief and ended without further conversation or survey questions.","aitm_callsummarytitle":"Call reached Ann but ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d1493b127f7af996ce82edd3994","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d1493b127f7af996ce82edd3994","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35493","email":"ryanglenbrooks@gmail.com","first_name":"Ryan","last_name":"Brooks","phone":"4032376081","orgname":"PEO Canada Ltd.","customer_acct_name":"PEO Canada Ltd.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Ryan Brooks, PCP","language":"English","canceldate":"2023-03-16","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CORP","do_id":"","new_member_date_2":"2022-01-28","cert_status":"ACTIVE","phone_2":"5877751555","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304840","organization_id":"6848","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"L25C01730","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-12-01","company_paid_thru":"2026-06-30","pcl_status":"P","pcl_completion_date":"2021-10-31","pf1_status":"P","pf1_completion_date":"2021-11-28","pf2_status":"P","pf2_completion_date":"2021-12-23","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":"ryanglenbrooks@gmail.com","pcl_completion_date_5":"2026-10-31","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","corp_cancel_date":"1998-09-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01730","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34721","email":"lhunt@moodystax.com","first_name":"Lynda","last_name":"Hunt","phone":"4036935100","orgname":"Moodys Tax Law LLP","customer_acct_name":"Moodys Tax Law LLP","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"67207","full_name":"Lynda Hunt","do_id":"L25A00554","language":"English","canceldate":"2023-09-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2003-07-09","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"8","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"0","blocnote":"june 10 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 May 08 call reached a person who did not confirm Lynda Hunt's presence and questioned agent's identity, call ended early\n2026 May 11 call reached voicemail.\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call answered by Harrison McClintock at Moody's, not the intended contact Lynda Hunt\n2026 May 15 call answered by gatekeeper Tak, Lynda Hunt not reached.\n2026 May 19 voicemail reached - no live contact\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 contact informed Lynda no longer works there, no new contact info provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:12:02-04:00","pds_july":"8","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A00554","temp_intcode_for_auto_old_int_code":"08","pds_august":"8","phone_2":"5873931166","pds_september":"8","last_act_type":"2022-06-30","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"lhunt@moodystax.com","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","called_by":"Tri","aitm_status_called":"2026-05-21T12:12:02-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent called to speak with Lynda but was informed by Harrison McClintock that Lynda no longer works there and he did not have her new contact information. The call ended shortly after with no further action taken.","aitm_callsummarytitle":"Contact no longer works there, no new info","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1ab160f870ba9cfe15d3676c933","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1ab160f870ba9cfe15d3676c933","number_of_calls_reached":"4","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not speak; only gatekeeper answered.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not reached, only gatekeeper answered.","age_range":"Preferred not to say"}},"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","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"34327","email":"sgrumbo@outlook.com","first_name":"Sandi","last_name":"Grumbo","phone":"3067637061","orgname":"P.A. Fine Foods & Distributors","customer_acct_name":"P.A. Fine Foods & Distributors","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"191802","full_name":"Sandi Grumbo","do_id":"L25A00456","language":"English","canceldate":"2021-02-02","time_zone":"3","area_code":"306","extension_phone_1":"229","members_type":"AST","new_member_date_2":"2019-12-12","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"SK","intcode":"15","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached Sandi, introduction made, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:47-04:00","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A00456","temp_intcode_for_auto_old_int_code":"15","phone_2":"3069615217","last_infoline_date_type":"2020-04-21","last_act_type":"2020-04-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sgrumbo@outlook.com","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:51:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Sandi and introduced herself, explaining the purpose of the call regarding the lapsed Associate membership. The call was very brief and ended shortly after the introduction without further conversation or questions.","aitm_callsummarytitle":"Brief introduction call to Sandi about lapsed membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ca0a15fe388387bd483fddc0bdf","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ca0a15fe388387bd483fddc0bdf","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34984","email":"ijsgill@yahoo.com","first_name":"Inderjit","last_name":"Gill","phone":"9053082838","orgname":"IJ Taxation & Business Services","customer_acct_name":"IJ Taxation & Business Services","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Inderjit Gill","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C02421","new_member_date_2":"2022-05-17","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313038","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02421","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ijsgill@yahoo.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"35396","email":"jerrylrscott@gmail.com","first_name":"Jerry","last_name":"Scott","phone":"","orgname":"Alberta Health Services","customer_acct_name":"Alberta Health Services","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jerry Scott","language":"English","canceldate":"2023-01-05","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C00711","new_member_date_2":"2021-11-04","phone_2":"5875778242","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"190174","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C00711","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-04-11","pcl_status":"P","pcl_completion_date":"2022-03-20","pf1_status":"F","pf1_completion_date":"2022-07-11","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jerrylrscott@gmail.com","pcl_completion_date_5":"2027-03-20","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"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, TMAI","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":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A01148","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2022-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:00-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Charlaine multiple times, but the user's responses were inaudible and unclear throughout the call. The call ended without any clear resolution or completion of the intended conversation.","aitm_callsummarytitle":"Unsuccessful call due to inaudible responses","blocnote":"2026 May 08 call attempted to reach Charlaine but user responses were inaudible and call ended without resolution","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"User responses were inaudible and no clear communication was established.","initialvalue":"Other","othermemberbenefit":"Not provided","old_int_code":"6","astotherreasonsnottorenew":"Unable to determine due to inaudible responses","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8672a5b5b5fe99a829d01636b33","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8672a5b5b5fe99a829d01636b33","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35341","email":"jennifertongco@yahoo.ca","first_name":"Jennifer","last_name":"Tongco","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jennifer Tongco","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02203","new_member_date_2":"2022-03-21","phone_2":"6476692831","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311318","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02203","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-19","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","trc":"True","wera":"False","npi_email_temp":"jennifertongco@yahoo.ca","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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":"2022-01-11","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","latest_paid_thru":"2024-10-31","company_paid_thru":"2024-10-31","corp_cancel_date":"2025-01-07","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"9185","email":"colleen.nunnaro@duobank.com","first_name":"Colleen","last_name":"Nunnaro","phone":"4372402190","orgname":"Duo Bank of Canada","customer_acct_name":"Duo Bank of Canada","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O01673","province":"ON","full_name":"Colleen Nunnaro","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2019-06-13","domain_1":"duobank.com","lapsed_expiration_date":"2022-08-03","individual_id":"276986","area_code":"437","region":"CDN","lead_status":"Lapsed Member","last_engaged_date":"2024-11-22","old_do_id":"LB2501054","time_zone":"2","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":"2025-10-31T10:24:00-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25O01673","temp_intcode_for_auto_old_int_code":"6","organization_id":"276985","last_infoline_date_type":"2021-06-08","last_act_type":"2022-07-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"colleen.nunnaro@duobank.com","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31","company_paid_thru":"2022-05-31","corp_cancel_date":"2022-08-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34454","email":"skrysko@gmail.com","first_name":"Steven","last_name":"Krysko","phone":"4037306734","orgname":"Sobeys West","customer_acct_name":"Sobeys West","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"284645","full_name":"Steven Krysko","do_id":"L25A01019","language":"English","canceldate":"2021-03-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2020-01-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call started, agent introduced purpose, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A01019","temp_intcode_for_auto_old_int_code":"15","phone_2":"4036081583","last_act_type":"2020-04-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"skrysko@gmail.com","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:26:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Steven and introduced herself, explaining the purpose of the call regarding his 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":"Introduction and Membership Lapse Notification","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cecd6ef7222a9ab4dffab723787","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cecd6ef7222a9ab4dffab723787","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34422","email":"mpcaron@groupefdufresne.ca","first_name":"Marie-Pierre","last_name":"Caron","phone":"4186881530","orgname":"Groupe F. Dufresne","customer_acct_name":"Groupe F. Dufresne","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"282623","full_name":"Marie-Pierre Caron","do_id":"L25A00478","language":"French","canceldate":"2022-03-02","time_zone":"2","area_code":"418","extension_phone_1":"327","members_type":"AST","new_member_date_2":"2020-01-23","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"2","paid_thru":"2021-12-31","intcode":"03","blocnote":"2 sept 2025 bv\n2026 May 08 call initiated but contact not confirmed as Marie-Pierre, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:09-04:00","temp_do_id_for_auto_old_do_id":"L25A00478","temp_intcode_for_auto_old_int_code":"03","pds_august":"2","phone_2":"4183279130","pds_september":"2","last_infoline_date_type":"2021-12-21","last_act_type":"2021-12-21","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"mpcaron@groupefdufresne.ca","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:09-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Marie-Pierre but was unable to confirm speaking with her as the user responded negatively. The call was short and ended without completing the intended conversation or survey.","aitm_callsummarytitle":"Unsuccessful call - contact not confirmed","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_66e1525f50b80e1e40d66be1d5d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_66e1525f50b80e1e40d66be1d5d","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34850","email":"amanda.alberta@ctsccc.com","first_name":"Amanda","last_name":"Alberta","phone":"7056881200","orgname":"CTS Canadian Career College - Sudbury","customer_acct_name":"CTS Canadian Career College - Sudbury","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"320173","full_name":"Amanda Alberta","members_type":"CAND","new_member_date_2":"2023-06-06","city_1":"Sudbury","province":"ON","language":"English","lead_status":"Lapsed Member","time_zone":"2","area_code":"705","phone_2":"7056765997","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-11-30","last_act_type":"2025-08-01","pcl_status":"P","pcl_completion_date":"2023-09-12","pf1_status":"F","pf1_completion_date":"2025-02-18","pf2_status":"P","pf2_completion_date":"2023-05-25","number_of_passed_courses":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"L25C08567","temp_do_id_for_auto_old_do_id":"L25C08567","pipeline_2_members_only_ast":"","old_do_id":"LB2504247","npi_email_temp":"amanda.alberta@ctsccc.com","canceldate":"2026-02-03","pcl_completion_date_5":"2028-09-12","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"34578","email":"selvakumar.jeevarathinam@diamondfoyer.com","first_name":"Selvakumar","last_name":"Jeevarathinam","phone":"7802643055","orgname":"Diamond Foyer Inc.","customer_acct_name":"Diamond Foyer Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"289544","full_name":"Selvakumar Jeevarathinam","do_id":"L25A01056","language":"English","canceldate":"2023-08-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2020-06-12","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"21","blocnote":"june 9 2025 answered the one question","dhmsfin_telemarketing_last_contacted_date":"2025-06-09T16:23:00-04:00","onesentencenotrenewed":"I don't need for now. I am having major changes in my corporation. We might join later when the team is complete, but for now I don't need it","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A01056","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-01-13","last_act_type":"2023-01-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"selvakumar.jeevarathinam@diamondfoyer.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"34024","email":"nymaynard@abctech.com","first_name":"Natasha","last_name":"Maynard","phone":"4162461782","orgname":"ABC Technologies Inc.","customer_acct_name":"ABC Technologies Inc.","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"individual_id":"25716","full_name":"Natasha Maynard","do_id":"AST03206","language":"English","canceldate":"2024-01-05","time_zone":"2","area_code":"416","extension_phone_1":"5503","members_type":"AST","new_member_date_2":"2026-04-27","lead_status":"Renewed AST","no_email_solicitation":"False","pds_march":"8","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Renewed lapsed","province":"ON","cpa_certification":"CPM","intcode":"99","blocnote":"June 4 2025 Natasha rarely comes to the office. She works from home.","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T11:39:00-04:00","pds_july":"8","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"AST03206","temp_intcode_for_auto_old_int_code":"99","pds_august":"8","phone_2":"9055510584","pds_september":"8","last_infoline_date_type":"2024-02-29","last_act_type":"2026-04-27","number_of_passed_courses":"1","pds_october":"8","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-11-10","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"nymaynard@abctech.com","date_of_renewal_identification":"2026-04-28","old_do_id":"L25A00384","pipeline_2_members_only_ast":"Ongoing member to be called","ai_entered_date":"2026-04-28","telemarketing_call_date":"2025-08-28","old_int_code":"10","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"34005","email":"roxienem@yahoo.com","first_name":"Roxanne","last_name":"Nembhard","phone":"9025792047","orgname":"Community Care Network Society","customer_acct_name":"Community Care Network Society","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"253038","full_name":"Roxanne Nembhard","do_id":"L25A00889","language":"English","time_zone":"1","area_code":"902","members_type":"AST","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"NS","intcode":"14","blocnote":"june 5 2025 vm\r\nLN Oct 1 2025 no answer\n2026 May 08 call reached voicemail, message left\n2026 May 08 contact answered, answered survey, declined renewal today, callback set for June 11 09:00 - NPI# not provided\n2026 May 08 voicemail reached, message left\n2026 May 11 contact answered, completed survey, not ready to renew today, expecting call tomorrow","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:43-04:00","temp_do_id_for_auto_old_do_id":"L25A00889","temp_intcode_for_auto_old_int_code":"14","phone_2":"9025792047","canceldate":"2023-07-11","new_member_date_2":"2017-05-23","paid_thru":"2023-04-30","old_int_code":"06","last_act_type":"2022-04-29","pcl_status":"P","pcl_completion_date":"2017-10-01","pf1_status":"P","pf1_completion_date":"2018-10-28","pf2_status":"P","pf2_completion_date":"2020-10-11","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"roxienem@yahoo.com","pcl_completion_date_5":"2022-10-01","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent spoke with Roxanne about her lapsed Associate membership with the National Payroll Institute, asked survey questions about her membership experience, and offered renewal. Roxanne expressed she was not ready to renew today as she is expecting a call tomorrow. The call ended politely without renewal.","aitm_callsummarytitle":"Membership survey and renewal offer","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3e74b9607070509052e07717169","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3e74b9607070509052e07717169","npi_call_back_date_and_time":"2024-06-11T09:00:00-04:00","npi_call_back_time_hour":"09","npi_call_back_time_minute":"00","mini_nps":"4","onesentencenotrenewed":"Not ready to renew today, expecting a call tomorrow.","initialvalue":"Career","age_range":"46-60","number_of_calls_reached":"1"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:40-04:00","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","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_d5357dcfa4032d7105c850c4a47","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d5357dcfa4032d7105c850c4a47","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"34336","email":"sdagenais@collegedanjou.qc.ca","first_name":"Sylvie","last_name":"Dagenais","phone":"5143228111","orgname":"Coll\u00e8ge D'Anjou","customer_acct_name":"Coll\u00e8ge D'Anjou","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"206498","full_name":"Sylvie Dagenais","do_id":"L25A00458","language":"French","canceldate":"2024-08-08","time_zone":"2","area_code":"514","extension_phone_1":"223","members_type":"AST","new_member_date_2":"2012-09-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-08-31","intcode":"15","blocnote":"21 aout 2025 retraiter\n2026 May 08 call disconnected early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","temp_do_id_for_auto_old_do_id":"L25A00458","temp_intcode_for_auto_old_int_code":"15","phone_2":"5143228111","extension_phone_2":"223","last_infoline_date_type":"2023-04-18","last_act_type":"2024-08-08","pcl_status":"P","pcl_completion_date":"2013-03-01","pf1_status":"P","pf1_completion_date":"2014-01-09","pf2_status":"P","pf2_completion_date":"2014-07-03","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"sdagenais@collegedanjou.qc.ca","pcl_completion_date_5":"2018-03-01","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:55-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Sylvie but the call was disconnected shortly after initiation with no meaningful conversation.","aitm_callsummarytitle":"Call disconnected early with no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"16","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_dbdc0fa1967fd591bf8d732dc92","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_dbdc0fa1967fd591bf8d732dc92","number_of_calls_reached":"1"}},"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":"2023-05-09","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","latest_paid_thru":"2024-07-31"}},"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":"2020-02-06","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","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"34580","email":"julian.john.holland@gmail.com","first_name":"Julian","last_name":"Holland","phone":"9055255824","orgname":"Welcome Inn Community Centre","customer_acct_name":"Welcome Inn Community Centre","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"224321","full_name":"Julian Holland","do_id":"L25A00766","language":"English","canceldate":"2021-05-04","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2020-03-30","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"june 10 025 vm\r\nLN \/ 01 October 2025 No longer working there\n2026 May 08 voicemail reached at Welcoming Community Center\n2026 May 11 call initiated but ended quickly after initial greeting","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:46-04:00","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A00766","temp_intcode_for_auto_old_int_code":"15","phone_2":"365323343","old_int_code":"06","last_act_type":"2020-03-30","pcl_status":"P","pcl_completion_date":"2014-08-08","pf1_status":"P","pf1_completion_date":"2015-07-27","pf2_status":"F","pf2_completion_date":"2020-07-12","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"julian.john.holland@gmail.com","pcl_completion_date_5":"2019-08-08","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent initiated the call and greeted the user, asking to speak with Julian. The call was very brief and ended shortly after the initial greeting without further conversation.","aitm_callsummarytitle":"Brief call, no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2bf719275eaf9a381af63d88a35","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2bf719275eaf9a381af63d88a35","mini_nps":"3","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34094","email":"jamesrobert604@gmail.com","first_name":"James","last_name":"Koput","phone":"6046891101","orgname":"Market News Publishing","customer_acct_name":"Market News Publishing","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"157067","full_name":"James Koput","language":"English","canceldate":"2024-06-04","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2010-04-23","lead_status":"Refused","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","cpa_certification":"PCP","intcode":"11","blocnote":"04 June 2025 Wrong number\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, number no longer belongs to intended contact\n2026 May 13 contact refused to renew and asked not to be called again","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T16:06:45-04:00","old_int_code":"06","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A00651","temp_intcode_for_auto_old_int_code":"11","phone_2":"6047218678","last_infoline_date_type":"2024-03-18","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2009-11-17","pf1_status":"P","pf1_completion_date":"2009-11-04","pf2_status":"P","pf2_completion_date":"2009-11-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-02-20","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"jamesrobert604@gmail.com","pcl_completion_date_5":"2014-11-17","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-13T16:26:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The agent reached James Koput to discuss his lapsed Associate membership with the National Payroll Institute and attempted to ask survey questions. James expressed dissatisfaction with NPI, refused to continue the conversation, and asked not to be called again. The call ended with the user hanging up abruptly.","aitm_callsummarytitle":"User refused to renew due to bad experience","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_7e8263b7538e2ff166b4e55ed34","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7e8263b7538e2ff166b4e55ed34","mini_nps":"1","onesentencenotrenewed":"Had a very bad experience with the NPI and will never return.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Very bad experience with the NPI","age_range":"Preferred not to say","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00651","number_of_calls_reached":"1"}},"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, TMAI","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":"15","blocnote":"03 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call answered by Jessie, not Jasvir, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T12:06:42-04:00","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25A00635","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2020-10-12","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","latest_paid_thru":"2021-10-31","called_by":"Tri","aitm_status_called":"2026-05-13T12:06:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent reached a person who identified as Jessie instead of Jasvir and introduced the call purpose regarding the lapsed Associate membership. The call was very brief and ended abruptly without further conversation or survey questions.","aitm_callsummarytitle":"Brief call ended early with wrong contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3418b3e6e89d038788f80cf9149","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3418b3e6e89d038788f80cf9149","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33625","email":"ghaneeif@gmail.com","first_name":"Farzaneh","last_name":"Ghaneei","phone":"4168809276","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":"329968","full_name":"Farzaneh Ghaneei","members_type":"CAND","do_id":"L25C00585","lead_status":"Lapsed Member","new_member_date_2":"2024-02-15","city_1":"Toronto","time_zone":"2","province":"ON","language":"English","phone_2":"4168809276","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-02","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM","paid_thru":"2025-01-31","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T13:37:00-05:00","old_int_code":"16","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25C00585","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-03-12","pcl_status":"P","pcl_completion_date":"2023-11-08","pf1_status":"F","pf1_completion_date":"2024-05-23","pf2_status":"F","pf2_completion_date":"2024-02-15","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"ghaneeif@gmail.com","pcl_completion_date_5":"2028-11-08","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"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","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","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"34669","email":"edwardsml@execulink.com","first_name":"Michelle","last_name":"Whatley","phone":"8667061991","orgname":"Lambeth Station Medical Centre","customer_acct_name":"Lambeth Station Medical Centre","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"228485","full_name":"Michelle Whatley","do_id":"L25A00787","language":"English","canceldate":"2021-10-02","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2020-08-27","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"0","blocnote":"10 June 2025 Unreachable\n2026 May 08 contact not available, receptionist answered, no callback date provided.\n2026 May 11 call reached medical center automated system, no membership discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:45-04:00","pds_july":"3","paid_thru":"2021-07-31","temp_do_id_for_auto_old_do_id":"L25A00787","temp_intcode_for_auto_old_int_code":"08","pds_august":"3","phone_2":"8775719193","pds_september":"3","last_infoline_date_type":"2021-02-26","last_act_type":"2021-02-26","pcl_status":"P","pcl_completion_date":"2016-01-13","number_of_passed_courses":"1","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"edwardsml@execulink.com","pcl_completion_date_5":"2021-01-13","formatted_paid_thru":"31\/07\/2021","latest_paid_thru":"2021-07-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call reached an automated phone system for Lambeth Station Medical Center, where the user pressed 2 to speak to reception or book an appointment. The call ended shortly after connecting to the medical center's reception.","aitm_callsummarytitle":"Call reached medical center automated system","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Call was to a medical center automated system, not related to membership renewal.","initialvalue":"Other","othermemberbenefit":"Call was to a medical center automated system, not related to membership renewal.","old_int_code":"08","astotherreasonsnottorenew":"Call was to a medical center automated system, not related to membership renewal.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_404f0c66263308942dd1e4a9dfe","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_404f0c66263308942dd1e4a9dfe","number_of_calls_reached":"2"}},"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","latest_paid_thru":"2022-10-31","company_paid_thru":"2022-10-31","corp_cancel_date":"2023-01-05","company_status":"I"}},"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, TMAI","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":"15","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 call disconnected early, no clear conversation with Christelle","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:49-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A01190","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Christelle but was unable to have a clear conversation due to inaudible responses from the user. The call ended without completing the intended survey or renewal discussion.","aitm_callsummarytitle":"Unsuccessful call - no clear conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cf9c749cff0d0edd767c26a8924","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cf9c749cff0d0edd767c26a8924","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33881","email":"shenry1263@gmail.com","first_name":"Suzanne","last_name":"Henry","phone":"6106038518","orgname":"Penske Truck Leasing","customer_acct_name":"Penske Truck Leasing","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"243732","full_name":"Suzanne Henry","do_id":"L25A00853","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"610","members_type":"AST","new_member_date_2":"2016-06-01","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"PA","blocnote":"03 June 2025 Completed\n2026 May 08 call reached voicemail for Suzanne Henry\n2026-05-08 Dial no answer, phone: +17174844998\n2026 May 11 call reached voicemail, no contact made\n2026-05-11 Dial no answer, phone: +17174844998\n2026 May 13 call reached voicemail for Suzanne Henry\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026-05-15 Dial no answer, phone: +17174844998","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","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":"Above 61 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"05","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A00853","temp_intcode_for_auto_old_int_code":"05","phone_2":"7174844998","last_act_type":"2022-04-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shenry1263@gmail.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent attempted to reach Suzanne but the call was forwarded to voicemail, and no conversation took place.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_136cb097cd88e1c1af9ecb422e9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_136cb097cd88e1c1af9ecb422e9"}},"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, TMAI","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":"0","blocnote":"june 9 2025 she doesnt work there anymore\n2026 May 08 call reached gatekeeper Busy Bee sanitary supplies, no Jessica available.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","old_int_code":"08","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25A01082","temp_intcode_for_auto_old_int_code":"08","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","latest_paid_thru":"2021-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called the number and spoke with a person who identified themselves as Busy Bee sanitary supplies, stating there was no Jessica at that number. The agent thanked the person and ended the call.","aitm_callsummarytitle":"Call reached gatekeeper, no intended contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No Jessica at this number, contact not reached.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"No contact with intended person, only gatekeeper answered.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4fc06ee2e5cec2d06d61261b363","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4fc06ee2e5cec2d06d61261b363","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35064","email":"qun714@hotmail.com","first_name":"Qun","last_name":"Zhang","phone":"6048222187","orgname":"The University of British Columbia","customer_acct_name":"The University of British Columbia","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Qun Zhang, PCP","language":"English","canceldate":"2024-01-10","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","do_id":"","new_member_date_2":"2021-12-14","cert_status":"ACTIVE","phone_2":"6478666945","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308176","organization_id":"6470","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"L25C01929","temp_intcode_for_auto_old_int_code":"21","last_conf_date_type":"2024-08-21","last_act_type":"2025-06-09","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2022-04-21","pf1_status":"P","pf1_completion_date":"2022-08-21","pf2_status":"P","pf2_completion_date":"2023-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-02-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"qun714@hotmail.com","pcl_completion_date_5":"2027-04-21","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01929","company_status":"A"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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":"2026-12-01","company_paid_thru":"2027-02-28","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","latest_paid_thru":"2027-02-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35310","email":"melodymanguiat@gmail.com","first_name":"Melody","last_name":"Manguiat","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Melody Manguiat","language":"English","canceldate":"2023-04-04","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01461","new_member_date_2":"2021-02-10","phone_2":"7788981492","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"297948","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C01461","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-13","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2021-09-26","pf2_status":"P","pf2_completion_date":"2022-04-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"melodymanguiat@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"34943","email":"roseann.villas@klean-rite.dki.ca","first_name":"Rose","last_name":"Villas","phone":"7805321500","orgname":"Klean-Rite Ltd.","customer_acct_name":"Klean-Rite Ltd.","tags":"WR250430, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Rose Ann Villas","members_type":"CORP","coidnewmbrdate":"2023-07-03","city_1":"Grande Prairie","province":"AB","origin":"2023 lapsed Members","found":"DO4 Phone","lead_status":"Lapsed DEL","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","time_zone":"4","organization_id":"322336","individual_id":"350140","language":"English","last_act_type":"2025-04-25","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":"LB2507013","temp_do_id_for_auto_old_do_id":"LB2507013","npi_email_temp":"roseann.villas@klean-rite.dki.ca","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","company_status":"A"}},"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":"2026-01-23","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","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"34404","email":"fostersamo@outlook.com","first_name":"Nancy","last_name":"Foster","phone":"4506221600","orgname":"Les Bouteilles Recycl\u00e9es du Qu\u00e9bec Inc.","customer_acct_name":"Les Bouteilles Recycl\u00e9es du Qu\u00e9bec Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"256458","full_name":"Nancy Foster","do_id":"L25A00474","language":"French","canceldate":"2024-07-03","time_zone":"2","area_code":"450","extension_phone_1":"229","members_type":"AST","new_member_date_2":"2017-09-21","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-04-30","intcode":"03","blocnote":"25 aout 2025 n'est plus en poste\n2026 May 08 call ended without reaching Nancy Foster due to automated system confusion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","temp_do_id_for_auto_old_do_id":"L25A00474","temp_intcode_for_auto_old_int_code":"03","phone_2":"4388680325","last_infoline_date_type":"2020-01-16","last_act_type":"2023-06-16","pcl_status":"P","pcl_completion_date":"2017-12-18","pf1_status":"F","pf1_completion_date":"2023-10-24","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"fostersamo@outlook.com","pcl_completion_date_5":"2022-12-18","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Nancy Foster but was unable to find the correct contact through the automated system, which only offered options for similarly named individuals. The call ended without connecting to the intended person.","aitm_callsummarytitle":"Failed to Reach Nancy Foster","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Could not reach the intended contact, Nancy Foster.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"16","astotherreasonsnottorenew":"Could not reach the intended contact due to automated system limitations.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bd134743ad653e06656591672a5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bd134743ad653e06656591672a5","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34977","email":"havovib@gmail.com","first_name":"Havovi","last_name":"Bardoliwalla","phone":"9055027444","orgname":"Belvika Trade & Packaaging","customer_acct_name":"Belvika Trade & Packaaging","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Havovi Bardoliwalla","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01421","new_member_date_2":"2021-01-11","phone_2":"6478357879","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"296565","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01421","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-11-02","cert_status":"PENDING","cpa_certification":"PCP","pcl_status":"P","pcl_completion_date":"2021-04-26","pf1_status":"P","pf1_completion_date":"2022-01-04","pf2_status":"P","pf2_completion_date":"2022-05-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-10-16","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"havovib@gmail.com","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"35144","email":"jayeshbhuwad@gmail.com","first_name":"Jayesh","last_name":"Bhuwad","phone":"9715455716","orgname":"National Pharmaceutical Industries Co. (SAOC)","customer_acct_name":"National Pharmaceutical Industries Co. (SAOC)","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jayesh Bhuwad","language":"English","canceldate":"2023-05-02","extension_phone_1":"10","time_zone":"5","area_code":"971","members_type":"CAND","do_id":"L25C00937","new_member_date_2":"2022-03-09","phone_2":"9715455716","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"276754","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":"L25C00937","temp_intcode_for_auto_old_int_code":"21","extension_phone_2":"10","last_act_type":"2022-09-03","pcl_status":"F","pcl_completion_date":"2022-08-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jayeshbhuwad@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"34808","email":"sue.boghean@mnp.ca","first_name":"Susan","last_name":"Boghean","phone":"4035362150","orgname":"MNP LLP","customer_acct_name":"MNP LLP","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"313275","full_name":"Susan Boghean, PCP","lead_status":"Not Relevant","members_type":"CORP","new_member_date_2":"2022-05-24","coidnewmbrdate":"1989-12-01","city_1":"Calgary","time_zone":"4","province":"BC","language":"English","phone_2":"2508938260","pipeline_1_lapsed_members":"","canceldate":"2025-04-11","cpa_certification":"PCP","cert_status":"ACTIVE","organization_id":"7564","intcode":"99","blocnote":"june 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-10T20:31:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2507351","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2507351","old_int_code":"6","last_infoline_date_type":"2026-05-15","last_conf_date_type":"2025-06-18","last_act_type":"2026-05-15","company_paid_thru":"2026-12-31","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":"2023-08-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-09-21","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sue.boghean@mnp.ca","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34204","email":"p.alejandro204@gmail.com","first_name":"Princess","last_name":"Alejandro","phone":"2048887961","orgname":"The Manitoba Teacher Society","customer_acct_name":"The Manitoba Teacher Society","tags":"npiAlert3, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"177653","full_name":"Princess Alejandro, PCP","language":"English","canceldate":"2021-11-01","time_zone":"3","area_code":"204","members_type":"CORP","new_member_date_2":"2021-01-14","lead_status":"Renewed Lapsed","no_email_solicitation":"False","pds_march":"1","cert_status":"ACTIVE","pipeline_1_lapsed_members":"Renewed lapsed","province":"MB","cpa_certification":"PCP","organization_id":"174851","intcode":"99","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T12:29:00-04:00","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":"LB2506761","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","phone_2":"2048887022","old_int_code":"6","date_of_renewal_identification":"2026-05-28","pds_september":"1","last_act_type":"2026-03-18","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2010-12-14","pf1_status":"P","pf1_completion_date":"2011-02-04","pf2_status":"P","pf2_completion_date":"2011-03-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-07-28","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2506761","old_do_id":"L25A00677","npi_email_temp":"p.alejandro204@gmail.com","pcl_completion_date_5":"2015-12-14","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","last_infoline_date_type":"2026-03-18","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34290","email":"dawson@facilityplus.com","first_name":"Dawson","last_name":"Levy","phone":"6473891111","orgname":"Facility Plus","customer_acct_name":"Facility Plus","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"313916","full_name":"Dawson Levy","do_id":"L25A01197","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2022-06-09","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:07-04:00","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A01197","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-02-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dawson@facilityplus.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:07-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went directly 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","session_id":"call_8df772b28a699dda8543183e106","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8df772b28a699dda8543183e106","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"33781","email":"simon.desgagne@mnp.ca","first_name":"Simon","last_name":"Desgagne","phone":"5148950885","orgname":"MNP LLP","customer_acct_name":"MNP LLP","tags":"WR250409, 250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"old_do_id":"L25O00099","city_1":"Montr\u00e9al","province":"QC","language":"English","origin":"Lapsed members","found":"domain","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","full_name":"Simon Desgagne","members_type":"CORP","organization_id":"348348","coidnewmbrdate":"2025-03-31","time_zone":"2","area_code":"514","individual_id":"349089","last_act_type":"2025-03-31","company_paid_thru":"2027-03-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507240","temp_do_id_for_auto_old_do_id":"LB2507240","npi_email_temp":"simon.desgagne@mnp.ca","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_status":"A"}},"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, TMAI","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":"15","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026 May 08 reached voicemail of Lambton County Developmental Services\n2026 May 08 call started but ended abruptly after introduction, no further conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00841","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:41:46-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent Ellen called Tracie 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 abruptly without further conversation.","aitm_callsummarytitle":"Brief call about lapsed membership ended abruptly","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2b2b95cadec5983fd518e44ed5e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2b2b95cadec5983fd518e44ed5e","old_int_code":"6"}},"seriesid":"163"}
{"contact":{"id":"34756","email":"wrstevens31@icloud.com","first_name":"Wendy","last_name":"Stevens","phone":"2508896907","orgname":"Streamside Bookkeeping","customer_acct_name":"Streamside Bookkeeping","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"331088","full_name":"Wendy Stevens","do_id":"L25A01317","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2023-11-07","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\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, message left\n2026 May 15 call reached voicemail, no message left\n2026 May 19 call reached uninitialized voicemail service, no contact made\n2026 May 21 call reached voicemail, no message left\n2026 May 25 call reached uninitialized voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T18:07:09-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01317","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-02-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"wrstevens31@icloud.com","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-25T18:07:09-04:00","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, which was not initialized by the customer. 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","session_id":"call_fd04713283e61db4cc25e7d2fcf","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fd04713283e61db4cc25e7d2fcf","mini_nps":"3","onesentencenotrenewed":"No contact was made as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No contact made to determine","astotherreasonsnottorenew":"No contact was made due to voicemail.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"34033","email":"derek_luque@rogers.com","first_name":"Derek","last_name":"Luque","phone":"4162039300","orgname":"JP Towing Service & Towing Service Ltd.","customer_acct_name":"JP Towing Service & Towing Service Ltd.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"46492","full_name":"Derek Luque","do_id":"L25A00386","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"416","extension_phone_1":"236","members_type":"AST","new_member_date_2":"2023-03-13","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"21","blocnote":"June 4 2025 Derek is no longer there","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T15:36:00-04:00","old_int_code":"12","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A00386","temp_intcode_for_auto_old_int_code":"21","phone_2":"4165344150","last_infoline_date_type":"2020-04-30","last_act_type":"2023-03-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"derek_luque@rogers.com","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"34918","email":"jenniferb@nwce.ca","first_name":"Jennifer","last_name":"Bogstie","phone":"7809802227","orgname":"North West Crane Enterprises Ltd.","customer_acct_name":"North West Crane Enterprises Ltd.","tags":"250501 LER Update, NPI LN sent to TM, TMAI","ip4":"10.13.144.5","fields":{"do_id":"L25A01363","individual_id":"92580","full_name":"Jennifer Bogstie","members_type":"AST","language":"English","time_zone":"4","province":"AB","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:49-04:00","blocnote":"Apr 24 email updated and questions answered\n2026 May 08 contact Jennifer Bogstie wants to renew and sent the email - NPI# 34918","value_help_with_complex":"yes","value_stay_current":"yes","value_course":"no","value_designation":"yes","value_networking":"no","value_career":"yes","value_promote_payroll":"yes","value_discount_program":"yes","mini_nps":"4","notrenewednolongerinpayroll":"no","notrenewedleftcanada":"no","notrenewednotused":"no","notrenewednotenoughvalue":"no","notrenewednobenefit":"no","notrenewedother":"no","notrenewedwanttorenew":"Yes","notrenewedcpehard":"no","notrenewedoutofbusiness":"no","notrenewedacquired":"no","notrenewedbudget":"no","notrenewedoutsourced":"no","notrenewedtemporaryneed":"no","notrenewednotenoughtime":"no","notrenewedtoolongprocess":"no","canceldate":"2025-01-07","area_code":"780","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2023-11-21","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01363","phone_2":"7809092753","last_act_type":"2024-03-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jenniferb@nwce.ca","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","sendapplicationform":"2026-05-08T13:28:00-04:00","npi_email_2":"jennifer.bogstie77@gmail.com","regular_email_change_date":"2026-05-08T13:28:35-04:00","ln_entered_date":"2026-05-08","npi_transcriptsummary":"The agent successfully reached Jennifer at Northwest Crane and conducted a membership renewal survey for the National Payroll Institute. Jennifer expressed interest in renewing her membership, provided an updated email address, and the agent sent the renewal application form to the new email. The call concluded with the agent confirming the email was sent and ending the conversation politely.","aitm_callsummarytitle":"Successful Membership Renewal Call with Jennifer","intcode":"02","initialvalue":"Stay Current","age_range":"46-60","temp_intcode_for_auto_old_int_code":"02","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_f96dcb436485d202b7fff3261e7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f96dcb436485d202b7fff3261e7","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35806","email":"achelenesimon@hotmail.com","first_name":"Achel\u00e8ne","last_name":"Simon","phone":"5149952395","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Achel\u00e8ne Simon","language":"French","canceldate":"2024-11-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01001","new_member_date_2":"2023-09-12","phone_2":"5149952395","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"280651","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C01001","last_act_type":"2024-04-24","pcl_status":"P","pcl_completion_date":"2023-12-20","number_of_passed_courses":"1","intcode":"06","blocnote":"tlnc.6 nov 2025 bv\r\n18 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T11:17:00-05:00","temp_intcode_for_auto_old_int_code":"06","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"achelenesimon@hotmail.com","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"30606","email":"cheche910@gmail.com","first_name":"Wai","last_name":"Lo","phone":"","orgname":"King's Pastry","customer_acct_name":"King's Pastry","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"284265","full_name":"Wai Ping Lo","members_type":"CAND","do_id":"L25C00169","city_1":"Vaughan","province":"ON","language":"English","phone_2":"6479048733","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","new_member_date_2":"2020-01-03","time_zone":"2","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":"L25C00169","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-05-01","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2020-12-14","pf2_status":"P","pf2_completion_date":"2021-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-09-02","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"cheche910@gmail.com","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"35041","email":"michael.bateman@hingehealth.com","first_name":"Michael","last_name":"Bateman","phone":"7205292187","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Michael Bateman, CPP","language":"English","canceldate":"2025-02-04","time_zone":"4","area_code":"720","members_type":"CAND","new_member_date_2":"2022-12-22","phone_2":"7205292187","province":"CO","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"276365","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C00927","last_infoline_date_type":"2019-08-10","last_act_type":"2025-09-17","pcl_status":"F","pcl_completion_date":"2023-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:29:00-05:00","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":"L25C00927","npi_email_temp":"michael.bateman@hingehealth.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"34368","email":"l_lisa79@hotmail.com","first_name":"Lisa","last_name":"Lee-Dinh","phone":"4037191717","orgname":"Iconic Power Systems","customer_acct_name":"Iconic Power Systems","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"202923","full_name":"Lisa Lee-Dinh","do_id":"L25A00716","language":"English","canceldate":"2023-09-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2022-07-05","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 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026-05-08 Dial no answer, phone: +14037191717\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 Dial no answer, phone: +14037191717\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 Dial no answer, phone: +14037191717\n2026 May 13 call reached voicemail, no human interaction\n2026-05-15 Dial no answer, phone: +14037191717\n2026 May 15 call answered by someone not Lisa, call ended quickly.\n2026-05-19 Dial no answer, phone: +14037191717\n2026 May 19 call reached voicemail, no contact made\n2026-05-21 Dial no answer, phone: +14037191717\n2026 May 21 call reached voicemail, no message left\n2026-05-25 Dial no answer, phone: +14037191717\n2026 May 25 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:07-04:00","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A00716","temp_intcode_for_auto_old_int_code":"06","phone_2":"4034374449","last_act_type":"2023-12-01","pcl_status":"P","pcl_completion_date":"2013-11-05","pf1_status":"P","pf1_completion_date":"2014-04-03","pf2_status":"P","pf2_completion_date":"2022-10-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-12-13","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"l_lisa79@hotmail.com","pcl_completion_date_5":"2018-11-05","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","called_by":"Tri","aitm_status_called":"2026-05-25T15:27:06-04:00","number_of_call_attempts":"6","number_of_total_call_attempts":"14","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"05","retell_call_status":"ended","session_id":"call_1943b01b372088271a86b89eddc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1943b01b372088271a86b89eddc","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately.","aitm_callsummarytitle":"Voicemail reached, no human answer","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not Lisa and did not want to continue the call.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact was not the intended person and did not engage in conversation.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34195","email":"binuraji75@gmail.com","first_name":"Binu","last_name":"Raji","phone":"7327896277","orgname":"Okta","customer_acct_name":"Okta","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"310680","full_name":"Binu Raji","do_id":"L25A01174","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"732","members_type":"AST","new_member_date_2":"2022-03-11","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"NJ","intcode":"21","blocnote":"june 5 2025 only answered the one question","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T13:27:00-04:00","onesentencenotrenewed":"it is not me who decide. It is the organization I am still not sure if they dont want to renew or they just forgot to do so.","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A01174","temp_intcode_for_auto_old_int_code":"21","phone_2":"7327896277","last_infoline_date_type":"2024-04-25","last_act_type":"2024-04-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"binuraji75@gmail.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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","latest_paid_thru":"2024-12-31"}},"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":"2020-08-10","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","latest_paid_thru":"2021-09-30"}},"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","latest_paid_thru":"2024-07-31"}},"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, TMAI","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\n2026 May 08 contact no longer works at the number, no new contact info provided.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T09:06:43-04:00","old_int_code":"08","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":"2022-01-12","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","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T09:06:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Ocean View and asked for Nicole, but was informed that she no longer works there. The agent requested new contact information but the call ended abruptly without further information.","aitm_callsummarytitle":"Contact Not Available - Wrong Number","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact no longer works at the number provided, no new contact information given.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact no longer works at the provided number and no new contact information was available.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_949c1afda04490cdc1a30086889","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_949c1afda04490cdc1a30086889","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"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":"2022-06-12","last_conf_date_type":"2020-06-17","last_act_type":"2022-06-12","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","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"35057","email":"apamaco76@gmail.com","first_name":"Adriana","last_name":"Madrid","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Adriana Madrid","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"226","members_type":"CAND","do_id":"L25C02428","new_member_date_2":"2022-05-17","phone_2":"2265042132","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313062","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02428","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-18","pcl_status":"P","pcl_completion_date":"2022-09-11","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"apamaco76@gmail.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"33807","email":"hrondeau@westower.ca","first_name":"Heather","last_name":"Rondeau","phone":"7807892375","orgname":"Westower Communications Ltd.","customer_acct_name":"Westower Communications Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","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":"0","blocnote":"11 June 2025 Remove this number - she left the company 3 years ago and the number is with someone else\n2026 May 08 contact answered but Heather not available, call ended.\n2026 May 11 contact answered as Virginia, Heather no longer works here, no new contact info provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:48-04:00","old_int_code":"08","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":"08","phone_2":"3603063300","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","latest_paid_thru":"2021-01-31","called_by":"Tri","aitm_status_called":"2026-05-11T13:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called to speak with Heather but reached Virginia, who informed that Heather no longer works there and they do not have her new contact information. The call ended after this information was provided.","aitm_callsummarytitle":"Contact not available, no new info for Heather","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a497e31ee8d8cf15a1248f56fbe","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a497e31ee8d8cf15a1248f56fbe","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"33939","email":"rosemaryyellowknee@gmail.com","first_name":"Rose","last_name":"Yellowknee","phone":"7808913778","orgname":"Municipal District of Opportunity #17","customer_acct_name":"Municipal District of Opportunity #17","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"298446","full_name":"Rose Yellowknee","do_id":"L25A01114","language":"English","canceldate":"2022-04-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2021-02-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"15","blocnote":"June 3 2025 vm\r\nAug 20 2025 Survey completed  She is thinking of taking courses again send email\n2026 May 08 partial survey completed; contact has no experience with NPI","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:47-04:00","paid_thru":"2022-01-31","sendapplicationform":"2025-08-20T12:44:00-04:00","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 changed to another department but sometimes I do back up payroll.","hardtoparticipateevents":"No","mini_nps":"N\/A","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":"L25A01114","temp_intcode_for_auto_old_int_code":"15","phone_2":"7808918085","last_act_type":"2021-02-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rosemaryyellowknee@gmail.com","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Rose and conducted part of the membership survey, including questions about the initial value of membership and satisfaction rating. Rose indicated no experience with NPI and chose not to answer the satisfaction question. The call ended before completing the full survey.","aitm_callsummarytitle":"Partial Survey with Rose on Membership Experience","notrenewedwanttorenew":"No","initialvalue":"Career","npi_voicemaildetection":"No","old_int_code":"1","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9c855e7e17b80a1331cce988a60","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9c855e7e17b80a1331cce988a60","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34096","email":"aespinosa@wfs.aero","first_name":"Alina","last_name":"Espinosa","phone":"5148055047","orgname":"Cargo Airport Services","customer_acct_name":"Cargo Airport Services","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"262272","full_name":"Alina Espinosa","do_id":"L25A00916","language":"French","canceldate":"2024-05-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2020-03-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"3","paid_thru":"2024-02-29","intcode":"15","blocnote":"21 aout 2025 ss reponse\n2026 May 08 contact requested French-speaking representative, call ended without survey or renewal discussion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:57-04:00","temp_do_id_for_auto_old_do_id":"L25A00916","temp_intcode_for_auto_old_int_code":"15","pds_august":"3","phone_2":"5148055047","pds_september":"3","last_infoline_date_type":"2021-08-24","last_act_type":"2023-01-31","pcl_status":"F","pcl_completion_date":"2018-08-05","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"aespinosa@wfs.aero","pcl_completion_date_5":"2023-08-05","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:57-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Alina regarding her lapsed Associate membership with the National Payroll Institute but was unable to continue the conversation in English as Alina requested a French-speaking representative. The agent arranged for a French-speaking representative to contact her and ended the call.","aitm_callsummarytitle":"Call ended due to language preference","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact requested a French-speaking representative and did not continue the conversation in English.","initialvalue":"Other","othermemberbenefit":"Requested service in French, indicating language preference as a key factor.","old_int_code":"5","astotherreasonsnottorenew":"Requested French-speaking representative, unable to continue in English.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a0321a686629bca03310977112a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a0321a686629bca03310977112a","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34843","email":"w.smith@aligntech.com","first_name":"Warren","last_name":"Smith","phone":"4804701000","orgname":"Aligntech Systems (Canada) ULC","customer_acct_name":"Aligntech Systems (Canada) ULC","tags":"WR250423, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Warren Smith","coidnewmbrdate":"2025-04-21","city_1":"Tempe","province":"AZ","origin":"2023 Lapsed Members","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","time_zone":"4","area_code":"480","organization_id":"261835","individual_id":"340229","language":"English","members_type":"CORP","company_paid_thru":"2027-03-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507651","temp_do_id_for_auto_old_do_id":"LB2507651","npi_email_temp":"w.smith@aligntech.com","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","corp_cancel_date":"2020-06-01","company_status":"A"}},"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, TMAI","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\n2026 May 08 voicemail reached, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T18:07:10-04:00","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","latest_paid_thru":"2021-07-31","called_by":"Tri","aitm_status_called":"2026-05-25T18:07:10-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was an outbound attempt to reach Steve with the payroll department, but it went to voicemail and no conversation 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","session_id":"call_faa8ad95e0f1677dd42bc90dbfb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_faa8ad95e0f1677dd42bc90dbfb","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"34224","email":"finance@simfc.ca","first_name":"Trinia","last_name":"Rose","phone":"3062440174","orgname":"SIMFC","customer_acct_name":"SIMFC","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"312321","full_name":"Trinia La Rose","do_id":"L25A01181","language":"English","canceldate":"2023-06-02","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2022-04-26","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"SK","intcode":"0","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 contact informed Trinia no longer works here, no new contact info available","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:47-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A01181","temp_intcode_for_auto_old_int_code":"08","phone_2":"3066642536","last_act_type":"2022-05-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"finance@simfc.ca","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Trinia but was informed by the respondent that Trinia no longer works at the location and no new contact information was available. The agent ended the call after thanking the respondent.","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","session_id":"call_25a3bbd1f44525fde9580332401","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_25a3bbd1f44525fde9580332401","number_of_calls_reached":"1"}},"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":"2024-08-07","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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"34889","email":"jini.shi@innvesthotels.com","first_name":"Jini","last_name":"Shi","phone":"4166072328","orgname":"InnVest Hotels","customer_acct_name":"InnVest Hotels","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Jini Shi","members_type":"CORP","organization_id":"284924","coidnewmbrdate":"2020-01-22","city_1":"Toronto","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"416","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"335860","paid_thru":"2026-12-31","last_infoline_date_type":"2025-12-16","last_act_type":"2025-12-16","company_paid_thru":"2026-12-31","pcl_status":"P","number_of_passed_courses":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2505652","temp_do_id_for_auto_old_do_id":"LB2505652","pcl_completion_date":"2026-01-06","npi_email_temp":"jini.shi@innvesthotels.com","pf1_status":"P","pcl_completion_date_5":"2031-01-06","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A","pf1_completion_date":"2026-05-27"}},"seriesid":"163"}
{"contact":{"id":"34300","email":"manjinderrania87@gmail.com","first_name":"Manjinder","last_name":"Aulakh","phone":"7788562094","orgname":"Promontory Ridge Estates","customer_acct_name":"Promontory Ridge Estates","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"276518","full_name":"Manjinder Aulakh","do_id":"L25A00975","language":"English","canceldate":"2024-11-02","time_zone":"5","area_code":"778","members_type":"AST","new_member_date_2":"2019-09-05","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"15","blocnote":"June 5 2025\n2026-05-08 invalid phone destination, phone: +17788562094\n2026 May 08 call reached Manjinder, introduction made but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:46-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A00975","temp_intcode_for_auto_old_int_code":"15","phone_2":"6044453028","last_infoline_date_type":"2021-08-31","last_act_type":"2023-08-16","pcl_status":"P","pcl_completion_date":"2019-07-29","pf1_status":"P","pf1_completion_date":"2019-11-18","pf2_status":"P","pf2_completion_date":"2019-09-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"manjinderrania87@gmail.com","pcl_completion_date_5":"2024-07-29","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:26:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","session_id":"call_56e7d4511b8af23f4c25dde23ee","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_56e7d4511b8af23f4c25dde23ee","npi_transcriptsummary":"The agent reached Manjinder and introduced herself, explaining the purpose of the call regarding the lapsed Associate membership and asking if it was a good time to ask a few questions. The call was brief and ended shortly after the introduction without further conversation.","aitm_callsummarytitle":"Introduction and membership lapse notification","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","number_of_calls_reached":"1"}},"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":"15","blocnote":"21 aout 2025 bv\n2026 May 08 call disconnected due to inactivity before conversation progressed","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","temp_do_id_for_auto_old_do_id":"L25A00408","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2021-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:58-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Kathleen, but the conversation was very brief and mostly inaudible. The agent tried to confirm the identity but the call ended due to inactivity before any meaningful interaction or task completion.","aitm_callsummarytitle":"Call disconnected before conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_381c7cd1951db42e4556d214041","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_381c7cd1951db42e4556d214041","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33859","email":"alanboyle@rogers.com","first_name":"Alan","last_name":"Boyle","phone":"2125001883","orgname":"Alan Boyle","customer_acct_name":"Alan Boyle","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"295330","full_name":"Alan Boyle","do_id":"L25A01096","language":"English","canceldate":"2022-01-07","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2020-11-30","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"0","blocnote":"june 3 2025 numebr not in service\n2026-05-08 Dial no answer, phone: +15196624360\n2026-05-08 invalid phone destination, phone: +15196621854","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","old_int_code":"08","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25A01096","temp_intcode_for_auto_old_int_code":"08","phone_2":"8556825722","last_act_type":"2020-11-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"alanboyle@rogers.com","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:36:44-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_68451fba1784de1177573dcd9dc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_68451fba1784de1177573dcd9dc"}},"seriesid":"163"}
{"contact":{"id":"34726","email":"dhayley@hotmail.com","first_name":"Dawn","last_name":"Hayley","phone":"6133543351","orgname":"Town of Greater Napanee","customer_acct_name":"Town of Greater Napanee","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"328935","full_name":"Dawn Hayley","do_id":"L25A01307","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"613","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":"NL","intcode":"0","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 No one by this name\n2026 May 08 call reached automated directory, no human contact made\n2026 May 11 call reached automated system, no human contact made.\n2026 May 13 call reached automated system, no human contact made.\n2026 May 15 contact confirmed Dawn Hayley is no longer with the Town of Greater Napanee.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:06:42-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A01307","temp_intcode_for_auto_old_int_code":"08","phone_2":"6133544423","old_int_code":"08","last_act_type":"2023-06-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dhayley@hotmail.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T11:06:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent called the Town of Greater Napanee to speak with Dawn Hayley but was informed by the receptionist, Monique, that Dawn Hayley is no longer with the organization. The call ended after confirming Dawn's unavailability.","aitm_callsummarytitle":"Contact Not Found at Organization","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Dawn Hayley is no longer with the Town of Greater Napanee.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_827e05125251a17aee963b9b50a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_827e05125251a17aee963b9b50a","number_of_calls_reached":"4","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not found at the organization.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"34671","email":"christine.koeger@yamana.com","first_name":"Christine","last_name":"Koeger","phone":"4168150220","orgname":"Yamana Gold","customer_acct_name":"Yamana Gold","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"36534","full_name":"Christine Koeger, CPA","do_id":"L25A00537","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2017-11-16","lead_status":"Lapsed Member","no_email_solicitation":"True","pds_march":"11","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"0","blocnote":"10 June 2025 Number not in service\n2026 May 08 call disconnected immediately, number not in service","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","pds_july":"11","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A00537","temp_intcode_for_auto_old_int_code":"08","pds_august":"11","phone_2":"6046841175","pds_september":"11","last_infoline_date_type":"2024-02-02","last_act_type":"2024-02-02","number_of_passed_courses":"0","pds_october":"11","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"christine.koeger@yamana.com","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:55-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and disconnected immediately after the user indicated the number dialed is not in service.","aitm_callsummarytitle":"Number Not in Service","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"The number dialed is not in service.","initialvalue":"Other","astotherreasonsnottorenew":"Number not in service","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_cbc12819dfba76f2bdb2ccf7e24","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cbc12819dfba76f2bdb2ccf7e24","number_of_calls_reached":"1"}},"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, TMAI","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","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:33-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:33-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1"}},"seriesid":"163"}
{"contact":{"id":"34349","email":"hny1997@hotmail.com","first_name":"Hui","last_name":"Ning","phone":"2509995834","orgname":"Charge Solar","customer_acct_name":"Charge Solar","tags":"Do Not Call, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"197303","full_name":"Hui Ning","do_id":"L25A00711","language":"English","canceldate":"2024-10-02","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2022-08-08","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","cpa_certification":"PCP","intcode":"11","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached John, not Hui; call ended without renewal discussion.\n2026 May 11 call reached voicemail at Charge Solar\n2026 May 11 call reached voicemail for David Huang\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 reached husband, not Hui; provided correct cell number 403-399-3692.\n2026 May 15 call reached voicemail or gatekeeper at Charge Solar\n2026 May 15 call reached voicemail, message left\n2026 May 19 voicemail reached, contact identified as John at Charge Solar\n2026 May 19 call reached voicemail, no message left\n2026 May 21 call reached wrong person at Charge Solar, did not speak with Hui.\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 contact Dave answered, not Hui Ning, provided Hui Ning's phone number, requested no further calls to his number.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:07-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25A00711","temp_intcode_for_auto_old_int_code":"11","phone_2":"6043486086","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-06-19","pf1_status":"P","pf1_completion_date":"2012-12-18","pf2_status":"P","pf2_completion_date":"2013-07-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-10-08","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"hny1997@hotmail.com","pcl_completion_date_5":"2017-06-19","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","called_by":"Tri","aitm_status_called":"2026-05-25T14:22:07-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"12","npi_transcriptsummary":"The agent called to speak with Hui Ning regarding her National Payroll Institute membership but reached Dave instead. Dave provided Hui Ning's phone number and requested not to be called again. The agent confirmed and ended the call politely.","aitm_callsummarytitle":"Reached wrong contact, got new number, user refused further calls","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"User refused further calls and redirected to Hui Ning's number.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"06","astotherreasonsnottorenew":"User refused to continue conversation and requested no further calls to his number.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_3ac84e76c48a12d88ffd03d4b31","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3ac84e76c48a12d88ffd03d4b31","number_of_calls_reached":"4","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00711","ln_entered_date":"2026-05-26"}},"seriesid":"163"}
{"contact":{"id":"34116","email":"aimee_kaye_mallari@hotmail.com","first_name":"Aimee","last_name":"Mallari","phone":"6478354442","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"263200","full_name":"Aimee Mallari","do_id":"L25A00922","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2018-05-07","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\n2026 May 08 call went to voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A00922","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-04-30","pcl_status":"P","pcl_completion_date":"2018-08-12","pf1_status":"P","pf1_completion_date":"2019-09-03","pf2_status":"P","pf2_completion_date":"2019-12-16","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"aimee_kaye_mallari@hotmail.com","pcl_completion_date_5":"2023-08-12","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:06-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e3463e34cc41b3e63d2a9fc48de","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e3463e34cc41b3e63d2a9fc48de"}},"seriesid":"163"}
{"contact":{"id":"35496","email":"jencunanan0513@yahoo.ca","first_name":"Jennifer","last_name":"Cunanan","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jennifer Cunanan","language":"English","canceldate":"2023-07-11","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C02471","new_member_date_2":"2022-05-26","phone_2":"3063073974","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313405","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02471","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-26","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-11-09","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"jencunanan0513@yahoo.ca","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"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":"2023-02-05","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","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"34366","email":"panwen717@126.com","first_name":"Wen","last_name":"Pan","phone":"4163981999","orgname":"United Engineering Inc.","customer_acct_name":"United Engineering Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"228415","full_name":"Wen Pan","do_id":"L25A00465","language":"English","canceldate":"2021-07-03","time_zone":"2","area_code":"416","extension_phone_1":"236","members_type":"AST","new_member_date_2":"2018-05-07","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","blocnote":"05 June 2025 Completed\n2026 May 08 call started, agent reached Wen at United Engineering, began survey but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:31-04:00","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 for her","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":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A00465","temp_intcode_for_auto_old_int_code":"15","phone_2":"6474039992","last_infoline_date_type":"2022-06-10","last_act_type":"2022-06-10","pcl_status":"P","pcl_completion_date":"2015-07-20","pf1_status":"P","pf1_completion_date":"2016-10-30","pf2_status":"P","pf2_completion_date":"2018-08-20","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"panwen717@126.com","pcl_completion_date_5":"2020-07-20","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:31-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Wen at United Engineering and introduced the call regarding the lapsed Associate membership with the National Payroll Institute. Wen agreed to answer questions, and the agent began the survey by asking about the initial value that drove Wen to become a member. The call lasted 41 seconds and ended with the user hanging up.","aitm_callsummarytitle":"Call started survey but ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_0ca99651019616937304a4730e9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0ca99651019616937304a4730e9","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2022-01-31"}},"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":"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":"2026-04-02","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","latest_paid_thru":"2026-11-30","cpa_certification":"PCP"}},"seriesid":"163"}
{"contact":{"id":"34613","email":"valery_braden@yahoo.ca","first_name":"Valery","last_name":"Braden","phone":"8674454995","orgname":"Touchstone Studios","customer_acct_name":"Touchstone Studios","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"23694","full_name":"Valery Braden","do_id":"L25A00523","language":"English","canceldate":"2021-06-02","time_zone":"4","area_code":"867","members_type":"AST","new_member_date_2":"2020-04-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"NT","intcode":"16","blocnote":"not authorized to dial this number","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A00523","temp_intcode_for_auto_old_int_code":"16","phone_2":"8674454995","last_act_type":"2021-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"valery_braden@yahoo.ca","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:26:47-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_eabece3156f706fae5d9baa4ca7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_eabece3156f706fae5d9baa4ca7"}},"seriesid":"163"}
{"contact":{"id":"35340","email":"maryam61zamiri@yahoo.com","first_name":"Maryam","last_name":"Zamiriiran","phone":"4166459408","orgname":"CDI College North York Campus","customer_acct_name":"CDI College North York Campus","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Maryam Zamiriiran","language":"English","canceldate":"2023-10-03","extension_phone_1":"2022","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C02456","new_member_date_2":"2022-08-25","phone_2":"4163999237","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313308","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":"L25C02456","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-25","pcl_status":"P","pcl_completion_date":"2022-08-08","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2022-08-28","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"maryam61zamiri@yahoo.com","pcl_completion_date_5":"2027-08-08","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"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","latest_paid_thru":"2020-12-31"}},"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":"2024-03-06","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","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"34502","email":"arozanec@rogers.com","first_name":"Andrew","last_name":"Rozanec","phone":"4169222797","orgname":"Ukrainian Credit Union Ltd.","customer_acct_name":"Ukrainian Credit Union Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"266934","full_name":"Andrew Rozanec","do_id":"L25A00497","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"416","extension_phone_1":"310","members_type":"AST","new_member_date_2":"2018-09-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"10","blocnote":"june 6 2025 vm\r\nLN \/ 24 September 2025 In a meeting\n2026 May 08 call reached gatekeeper who refused to connect to Andrew, call ended politely\n2026 May 11 contact answered but Andrew Rozanec was not available; no callback date set.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:44-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A00497","temp_intcode_for_auto_old_int_code":"10","phone_2":"4169943745","last_infoline_date_type":"2020-02-25","last_act_type":"2023-08-31","pcl_status":"P","pcl_completion_date":"2019-04-15","pf1_status":"F","pf1_completion_date":"2019-12-16","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"arozanec@rogers.com","pcl_completion_date_5":"2024-04-15","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called the Ukrainian Credit Union to reach Andrew Rozanec but was informed that Andrew was not available as he was off that day. The contact offered to pass the message to Andrew but no callback date or time was set. The call ended with the agent thanking the contact and planning to try again later.","aitm_callsummarytitle":"Contact answered but member unavailable","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d8700b27e2caf41be1863ddb73f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d8700b27e2caf41be1863ddb73f","number_of_calls_reached":"2","mini_nps":"3","onesentencenotrenewed":"Contact was not available and no renewal discussion took place.","initialvalue":"Other","othermemberbenefit":"Contact did not provide specific initial value for membership.","astotherreasonsnottorenew":"Contact was not available to discuss renewal.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"34501","email":"priscilla.colubriale@ricova.com","first_name":"Priscilla","last_name":"Colubriale","phone":"4504666688","orgname":"Ricova Group","customer_acct_name":"Ricova Group","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"285673","full_name":"Priscilla Colubriale","do_id":"L25A01033","language":"English","canceldate":"2021-04-02","time_zone":"2","area_code":"450","members_type":"AST","new_member_date_2":"2020-02-11","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"03","blocnote":"june 6 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 May 08 call intercepted by automated system, did not reach Priscilla\n2026 May 11 call reached automated system, no human contact\n2026 May 13 call reached a gatekeeper, no transfer to Priscilla, call ended without message\n2026 May 15 call reached gatekeeper, Priscilla not available, no message left\n2026 May 19 call reached automated system, no human interaction\n2026 May 21 call reached automated system, no human contact\n2026 May 25 call reached automated system, no human contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:25:43-04:00","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A01033","temp_intcode_for_auto_old_int_code":"03","phone_2":"5149168411","last_act_type":"2020-10-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"priscilla.colubriale@ricova.com","formatted_paid_thru":"31\/01\/2021","latest_paid_thru":"2021-01-31","called_by":"Tri","aitm_status_called":"2026-05-25T11:25:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent attempted to reach Priscilla but encountered an automated system and unclear responses, resulting in no successful connection with a human. The call ended due to inactivity without completing the intended conversation or survey.","aitm_callsummarytitle":"No human contact, call ended due to inactivity","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_917b81b3c160c53da7130e645d3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_917b81b3c160c53da7130e645d3","number_of_calls_reached":"7","notrenewedwanttorenew":"No"}},"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, TMAI","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\n2026-05-08 Dial no answer, phone: +16475305464\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 Dial no answer, phone: +16475305464\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 Dial no answer, phone: +16475305464\n2026 May 13 call reached voicemail, no contact made\n2026-05-15 Dial no answer, phone: +16475305464\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:46-04:00","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A00732","temp_intcode_for_auto_old_int_code":"06","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","latest_paid_thru":"2021-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"05","retell_call_status":"ended","session_id":"call_217b601c097554fe655e3171d5e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_217b601c097554fe655e3171d5e","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
{"contact":{"id":"34550","email":"lyla@mutchmore.ca","first_name":"Lyla","last_name":"Smith","phone":"7808051260","orgname":"Mutch More Accounting and Bookkeeping Inc.","customer_acct_name":"Mutch More Accounting and Bookkeeping Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"322749","full_name":"Lyla Smith","do_id":"L25A01259","language":"English","canceldate":"2024-05-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2023-03-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"02","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail at MuchMore accounting\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 contact agreed to renew and was sent the application form - NPI# 34550","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T15:12:03-04:00","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25A01259","temp_intcode_for_auto_old_int_code":"02","last_infoline_date_type":"2023-03-16","last_act_type":"2023-03-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lyla@mutchmore.ca","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28","called_by":"Tri","aitm_status_called":"2026-05-19T15:12:03-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent contacted Lyla regarding her lapsed Associate membership with the National Payroll Institute. Lyla confirmed her initial reason for joining was to stay current with payroll legislation and rated her satisfaction as neutral. She agreed to renew, and the agent confirmed her email to send the renewal application form, which was successfully sent during the call.","aitm_callsummarytitle":"Membership Renewal Confirmation with Lyla","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_0b119b7a31e05cc5c873591bbdc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0b119b7a31e05cc5c873591bbdc","mini_nps":"3","sendapplicationform":"2026-05-19T15:15:00-04:00","initialvalue":"Stay Current","age_range":"46-60","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34062","email":"lori@bookkeeperfordentists.com","first_name":"Loretta","last_name":"Margiotta","phone":"4167294438","orgname":"Bookkeeper For Dentists","customer_acct_name":"Bookkeeper For Dentists","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"258721","full_name":"Loretta Margiotta","do_id":"L25A00906","language":"English","canceldate":"2021-07-03","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2020-05-17","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail\n2026 May 11 reached voicemail\n2026 May 13 call reached voicemail of Lori Jotta\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 voicemail reached, no human answer\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A00906","temp_intcode_for_auto_old_int_code":"6","phone_2":"4162474689","last_infoline_date_type":"2018-11-27","last_act_type":"2020-05-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lori@bookkeeperfordentists.com","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:42-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","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","session_id":"call_d071a829c02658706ec396d5ade","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d071a829c02658706ec396d5ade","mini_nps":"3","onesentencenotrenewed":"No contact was made as the call went to voicemail."}},"seriesid":"163"}
{"contact":{"id":"34951","email":"vishalbhatia0603@gmail.com","first_name":"Vishal","last_name":"Bhatia","phone":"6472680751","orgname":"Highlight Motor Freight","customer_acct_name":"Highlight Motor Freight","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Vishal Bhatia","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01168","new_member_date_2":"2023-07-14","phone_2":"6472680751","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"289151","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C01168","last_act_type":"2023-07-14","pcl_status":"P","pcl_completion_date":"2021-04-18","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T13:49:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"vishalbhatia0603@gmail.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"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","latest_paid_thru":"2024-04-30"}},"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","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","latest_paid_thru":"2023-11-30"}},"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, TMAI","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":"0","blocnote":"June 4 2025 no answer\r\nAug 28 2025 name not in directory\n2026 May 08 contact answered but no Tracy in payroll and no contact info available","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","pds_july":"1","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A00402","temp_intcode_for_auto_old_int_code":"08","pds_august":"1","phone_2":"7056712489","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","latest_paid_thru":"2021-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Tracy Willett but was informed that there is no Tracy in the payroll department and no current contact information was available. The call ended after the agent thanked the user for their help.","aitm_callsummarytitle":"No Tracy in Payroll Department","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_efd674970c891209342b29db0a8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_efd674970c891209342b29db0a8","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35204","email":"beckymckain8970@gmail.com","first_name":"Becky","last_name":"McKain","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Becky McKain","language":"English","canceldate":"2023-11-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C00693","new_member_date_2":"2022-08-26","pds_april":"2","phone_2":"4035508970","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"116158","pds_july":"2","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":"L25C00693","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","pds_september":"2","last_act_type":"2022-06-09","pcl_status":"F","pcl_completion_date":"2022-12-11","pf1_status":"F","pf1_completion_date":"2012-05-29","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"beckymckain8970@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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, 260522 Lapsed DEL","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":"2026-06-01","old_do_id":"LB2506008","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","corp_cancel_date":"2026-03-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33631","email":"alannah.lightfoot@gmail.com","first_name":"Alannah","last_name":"McGowan","phone":"6136613084","orgname":"Hannafin Automation & Industrial Controls Inc.","customer_acct_name":"Hannafin Automation & Industrial Controls Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"310266","full_name":"Alannah McGowan","members_type":"CAND","do_id":"L25C00591","lead_status":"Refused","new_member_date_2":"2022-02-17","city_1":"Belleville","time_zone":"2","province":"ON","language":"English","phone_2":"6472399372","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-02","intcode":"10","blocnote":"Apr 17 2025 vm  May 8 2025 vm\r\nAug 11 2025 vm\r\nLN Oct 30 2025 Advised that Alannah is on maternity leave and to send an email to info@haic.ca","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T10:57:00-04:00","onesentencenotrenewed":"CAND Reached 3 years","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25C00591","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2024-09-03","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"P","pf1_completion_date":"2022-12-04","pf2_status":"P","pf2_completion_date":"2023-04-23","old_int_code":"6","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"alannah.lightfoot@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"33891","email":"courteney@aseniwuche.com","first_name":"Courteney","last_name":"Smith","phone":"7808275510","orgname":"Aseniwuche Winewak Nation","customer_acct_name":"Aseniwuche Winewak Nation","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"244745","full_name":"Courteney Wanyandie Smith","do_id":"L25A00856","language":"English","canceldate":"2022-06-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2021-04-09","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"21","blocnote":"03 June 2025 No longer working there","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T16:45:00-04:00","old_int_code":"12","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A00856","temp_intcode_for_auto_old_int_code":"21","phone_2":"6474607143","last_act_type":"2021-09-04","pcl_status":"P","pcl_completion_date":"2016-08-28","pf1_status":"P","pf1_completion_date":"2016-09-26","pf2_status":"P","pf2_completion_date":"2016-10-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"courteney@aseniwuche.com","pcl_completion_date_5":"2021-08-28","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"34647","email":"stephane.brisebois@lgisolutions.com","first_name":"St\u00e9phane","last_name":"Brisebois","phone":"5147623826","orgname":"","customer_acct_name":"","tags":"npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"31631","full_name":"St\u00e9phane Brisebois, PA","language":"French","canceldate":"2023-11-02","time_zone":"2","area_code":"514","members_type":"CORP","new_member_date_2":"2020-09-02","lead_status":"Not Relevant","no_email_solicitation":"False","pds_march":"4","pipeline_1_lapsed_members":"","province":"QC","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"4","paid_thru":"2027-01-31","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T10:37:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02642","old_int_code":"08","temp_intcode_for_auto_old_int_code":"16","pds_august":"4","phone_2":"5147816909","old_do_id":"L25A02642","pds_september":"4","last_infoline_date_type":"2026-02-23","last_act_type":"2026-02-23","date_of_renewal_identification":"","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"stephane.brisebois@lgisolutions.com","organization_id":"359681","formatted_paid_thru":"31\/01\/2027","company_paid_thru":"2027-01-31","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"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, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"325585","full_name":"Michael Oni","do_id":"","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":"2026-12-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"michael.oni@adp.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25A00334","company_status":"A"}},"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, 260522 Lapsed DEL","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":"LB2504773","pds_september":"2","last_infoline_date_type":"2020-06-29","last_act_type":"2026-04-05","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","npi_email_temp":"chrystie@hotmail.ca","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34162","email":"rraso-iamonaco@parker.com","first_name":"Rose","last_name":"Raso-Iamonaco","phone":"9056363084","orgname":"Parker Hannifin","customer_acct_name":"Parker Hannifin","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"168618","full_name":"Rose Raso-Iamonaco","language":"English","canceldate":"2022-06-02","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2010-04-26","lead_status":"Renewed Lapsed","no_email_solicitation":"False","pds_march":"5","pipeline_1_lapsed_members":"Renewed lapsed","province":"ON","organization_id":"6619","intcode":"99","blocnote":"june 3 2025 vm\r\nLN Sept 22 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T11:47:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"5","temp_do_id_for_auto_old_do_id":"LB2507026","temp_intcode_for_auto_old_int_code":"99","pds_august":"5","phone_2":"9057885185","date_of_renewal_identification":"2026-05-28","old_do_id":"L25O02146","old_int_code":"6","pds_september":"5","last_act_type":"2021-03-17","company_paid_thru":"2026-08-31","number_of_passed_courses":"0","pds_october":"5","paid_thru":"2026-08-31","trc":"False","wera":"False","pds_november":"5","do_id":"LB2507026","npi_email_temp":"rraso-iamonaco@parker.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35099","email":"pauleengonzales.pv@gmail.com","first_name":"Pauleen","last_name":"Villanueva","phone":"","orgname":"Allen Gray Continuing Care Centre","customer_acct_name":"Allen Gray Continuing Care Centre","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Pauleen Villanueva","language":"English","canceldate":"2023-01-05","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C01685","new_member_date_2":"2021-11-15","phone_2":"5875663129","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"303997","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01685","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-11-15","pcl_status":"F","pcl_completion_date":"2022-04-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pauleengonzales.pv@gmail.com","pcl_completion_date_5":"2027-04-21","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"35696","email":"angelainvan@gmail.com","first_name":"Angela","last_name":"Gao","phone":"","orgname":"Leung Realty & Associate","customer_acct_name":"Leung Realty & Associate","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Angela Xiang Gao","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"604","members_type":"AST","do_id":"L25A01426","new_member_date_2":"2011-05-13","phone_2":"6047620121","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"165048","intcode":"15","blocnote":"June 11 2025 vm\n2026 May 08 call reached Angela, introduced NPI membership lapse, call ended early.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:43-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A01426","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2023-01-05","pcl_status":"P","pcl_completion_date":"2010-03-22","pf1_status":"P","pf1_completion_date":"2010-04-16","pf2_status":"P","pf2_completion_date":"2010-05-10","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"angelainvan@gmail.com","pcl_completion_date_5":"2015-03-22","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T15:26:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent successfully reached Angela and introduced herself as calling from the National Payroll Institute regarding Angela's lapsed Associate membership. The agent began to ask questions about Angela's membership experience before the call ended.","aitm_callsummarytitle":"Initial Contact Regarding Lapsed Membership","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No renewal intent expressed during the call.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"6","astotherreasonsnottorenew":"Call ended before reason for non-renewal was provided.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_63776ddecb838ad25a0705e72d3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_63776ddecb838ad25a0705e72d3","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34930","email":"timeless1515@gmail.com","first_name":"Dawnette","last_name":"Dennis","phone":"5193722526","orgname":"Bruce Grey Child and Family Services","customer_acct_name":"Bruce Grey Child and Family Services","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"82742","full_name":"Dawnette Dennis, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2025-04-23","coidnewmbrdate":"1999-05-01","city_1":"OWEN SOUND","province":"ON","language":"English","time_zone":"2","area_code":"905","phone_2":"4164767082","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"ACTIVE","intcode":"99","blocnote":"renewal","dhmsfin_telemarketing_last_contacted_date":"2025-07-18T11:21:00-04:00","date_of_renewal_identification":"2026-05-28","canceldate":"2026-04-10","cpa_certification":"PCP","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2507494","temp_intcode_for_auto_old_int_code":"99","old_int_code":"24","last_infoline_date_type":"2026-03-02","last_act_type":"2026-04-23","pf1_status":"P","pf1_completion_date":"2008-10-16","pf2_status":"P","pf2_completion_date":"2010-04-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-04-02","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2507494","old_do_id":"L25O00829","npi_email_temp":"timeless1515@gmail.com","organization_id":"59168","formatted_paid_thru":"30\/04\/2027","company_paid_thru":"2027-04-30","latest_paid_thru":"2027-04-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35176","email":"mobina.ya@yahoo.com","first_name":"Somayeh","last_name":"Yahyaei","phone":"6046754000","orgname":"Provincial Health Services Authority","customer_acct_name":"Provincial Health Services Authority","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Somayeh Yahyaei","language":"English","canceldate":"2023-05-02","time_zone":"5","area_code":"604","members_type":"CORP","do_id":"","new_member_date_2":"2022-03-14","phone_2":"6047247457","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311132","organization_id":"241256","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25C02188","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-07-03","company_paid_thru":"2027-01-31","pcl_status":"P","pcl_completion_date":"2022-05-29","pf1_status":"P","pf1_completion_date":"2022-07-24","pf2_status":"P","pf2_completion_date":"2022-12-11","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"mobina.ya@yahoo.com","pcl_completion_date_5":"2027-05-29","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02188","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34822","email":"angelinaying@gmail.com","first_name":"Angelina","last_name":"Yin","phone":"7786548858","orgname":"Vlr Management Ltd.","customer_acct_name":"Vlr Management Ltd.","tags":"payroll.ca visited, Member portal, 250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"349596","full_name":"Angelina Yin","members_type":"AST","lead_status":"Member","do_id":"AST1928","new_member_date_2":"2025-04-11","city_1":"Vancouver","time_zone":"5","province":"BC","language":"English","phone_2":"7789908298","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","blocnote":"May 4 2026 completed with renewal ( sent both emails for renewal and webinar)","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T13:52:00-04:00","intcode":"99","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":"AST1928","temp_intcode_for_auto_old_int_code":"99","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","old_int_code":"02","last_act_type":"2026-05-21","telemarketing_call_date":"2026-05-04","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:34-05:00","npi_email_temp":"angelinaying@gmail.com","apx_entered_date":"2026-02-14","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","mini_nps":"4","testimonial":"Note: she will send it by email later","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-04T13:51:00-04:00","sendapxapplicationform":"2026-05-04T13:51:00-04:00","last_engaged_date":"2026-05-21","last_login_date":"2026-05-04T20:05:02-04:00","member_may":"19","date_of_renewal_identification":"2026-05-28","ai_entered_date":"2026-05-28"}},"seriesid":"163"}
{"contact":{"id":"33806","email":"kabkab944@yahoo.ca","first_name":"Kati","last_name":"Kabkab","phone":"4162221784","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"173146","full_name":"Kati Kabkab, PCP","do_id":"","language":"English","canceldate":"2023-04-06","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2017-04-13","lead_status":"Partner","no_email_solicitation":"False","cert_status":"ACTIVE","pipeline_1_lapsed_members":"","province":"ON","cpa_certification":"PCP","organization_id":"8176","intcode":"06","blocnote":"02 June 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T19:39:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25A01338","temp_intcode_for_auto_old_int_code":"6","phone_2":"4162221784","last_infoline_date_type":"2025-04-30","last_act_type":"2026-12-01","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2021-08-22","pf1_status":"P","pf1_completion_date":"2021-09-26","pf2_status":"P","pf2_completion_date":"2021-10-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-09-28","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kabkab944@yahoo.ca","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25A01338","company_status":"A"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:43-04:00","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":"2023-11-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lorelei@lembookkeeping.com","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:44-04:00","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 and was disconnected after 3 seconds.","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","session_id":"call_3bc54a91178735e2b9b4594d9fb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3bc54a91178735e2b9b4594d9fb","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"35101","email":"mlschwendy@gmail.com","first_name":"Michelle","last_name":"Schwendeman","phone":"7788896577","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Michelle Schwendeman","language":"English","canceldate":"2024-12-04","time_zone":"5","area_code":"778","members_type":"AST","do_id":"L25A01378","new_member_date_2":"2022-10-21","phone_2":"7788896577","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"43570","intcode":"06","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail\n2026 May 15 call reached voicemail\n2026 May 15 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A01378","temp_intcode_for_auto_old_int_code":"6","last_conf_date_type":"2019-06-12","last_act_type":"2023-09-29","pcl_status":"P","pcl_completion_date":"2023-11-06","pf1_status":"F","pf1_completion_date":"2023-03-06","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"mlschwendy@gmail.com","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:32-04:00","number_of_call_attempts":"8","number_of_total_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 human answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9b07b478951dc7301e6368fe90b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9b07b478951dc7301e6368fe90b"}},"seriesid":"163"}
{"contact":{"id":"35362","email":"gpmwangi@yahoo.com","first_name":"Pauline","last_name":"Mwangi","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Pauline Mwangi","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02458","new_member_date_2":"2022-07-05","phone_2":"6477794008","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313321","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02458","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-07","pcl_status":"P","pcl_completion_date":"2022-09-25","pf1_status":"F","pf1_completion_date":"2022-08-04","pf2_status":"F","pf2_completion_date":"2022-08-28","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"gpmwangi@yahoo.com","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"34347","email":"ssaucier@multipowerproducts.com","first_name":"Sellena","last_name":"Saucier","phone":"2508606969","orgname":"Multi-Power Products Ltd.","customer_acct_name":"Multi-Power Products Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"314694","full_name":"Sellena Saucier","language":"English","canceldate":"2023-09-02","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2022-07-14","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"01","blocnote":"05 June 2025 Not in the office\r\nLN \/ 16 September 2025 VM\n2026 May 08 contact confirmed not working in payroll and let membership lapse","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:46-04:00","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A01211","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2022-07-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ssaucier@multipowerproducts.com","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Sellena and confirmed that she is no longer working in payroll, which is why she let her membership lapse. The agent proceeded to ask permission to ask survey questions about her membership experience and began the survey by asking the first question about the initial value that drove her to become a member.","aitm_callsummarytitle":"Contact not renewing due to career change","notrenewedwanttorenew":"No","onesentencenotrenewed":"No longer working in payroll, so let membership lapse.","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":"Neutral","retell_call_status":"ended","old_do_id":"L25A01211","session_id":"call_86d1ed6d80e58de9cafa7f24c24","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_86d1ed6d80e58de9cafa7f24c24","number_of_calls_reached":"1"}},"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":"2025-10-11","last_act_type":"2026-02-13","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","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","latest_paid_thru":"2026-11-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"33876","email":"jobygeorge106@gmail.com","first_name":"Joby","last_name":"George","phone":"4036175670","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"243537","full_name":"Joby George","do_id":"L25A00852","language":"English","canceldate":"2023-07-11","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2016-05-20","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","cpa_certification":"PCP","blocnote":"02 June 2025 Completed\n2026 May 08 reached voicemail\n2026 May 08 call reached voicemail\n2026 May 11 contact answered, initial value Career, satisfaction 4, age range 46-60, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:06:49-04:00","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":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"because she couldn't find a job","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"No","mini_nps":"4","age_range":"46-60","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A00852","temp_intcode_for_auto_old_int_code":"15","phone_2":"4036175670","last_conf_date_type":"2016-06-15","last_act_type":"2022-04-29","pcl_status":"P","pcl_completion_date":"2016-09-04","pf1_status":"P","pf1_completion_date":"2016-12-25","pf2_status":"P","pf2_completion_date":"2017-04-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-04-03","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"jobygeorge106@gmail.com","pcl_completion_date_5":"2021-09-04","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-11T12:06:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent spoke with Joby regarding his lapsed Associate membership with the National Payroll Institute. Joby answered survey questions about his initial reason for joining, satisfaction level, and age range. The call ended before completion of the full survey or renewal discussion.","aitm_callsummarytitle":"Partial Survey with No Renewal","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_72c1fd8a250cd74f64db9f08f6c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_72c1fd8a250cd74f64db9f08f6c","onesentencenotrenewed":"Call ended before renewal intent was expressed.","initialvalue":"Career","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34391","email":"price@deloitte.com","first_name":"Patrick","last_name":"Rice","phone":"6158826037","orgname":"Deloitte","customer_acct_name":"Deloitte","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"283179","full_name":"Patrick Rice","do_id":"L25A01001","language":"English","canceldate":"2021-02-02","time_zone":"3","area_code":"615","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":"TN","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call disconnected due to inactivity after initial greeting attempt","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:47-04:00","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A01001","temp_intcode_for_auto_old_int_code":"15","phone_2":"5157703496","last_conf_date_type":"2020-06-17","last_act_type":"2020-08-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"price@deloitte.com","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:56:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent attempted to reach Patrick but the call was disconnected due to inactivity shortly after initial contact attempts.","aitm_callsummarytitle":"Call disconnected after initial greeting","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e3458fd93a6323166ee973bf67b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e3458fd93a6323166ee973bf67b","mini_nps":"3","old_int_code":"6","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2022-07-31"}},"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","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2027-01-31","last_infoline_date_type":"2026-02-27","last_act_type":"2026-02-04","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","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","latest_paid_thru":"2027-01-31"}},"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":"2024-08-01","last_act_type":"2024-08-01","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"35065","email":"romero.chin@outlook.com","first_name":"Romero","last_name":"Chin","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Romero Chin","language":"English","canceldate":"2024-07-03","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2011-05-19","pds_april":"1","cert_status":"WITHDRAWN_CPE","phone_2":"6477058117","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"32489","intcode":"01","blocnote":"June 11 2025 vm\n2026 May 08 contact answered, declined to continue survey after initial questions.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","pds_july":"1","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A01375","temp_intcode_for_auto_old_int_code":"01","pds_august":"1","pds_september":"1","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"romero.chin@outlook.com","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:52:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Romero to discuss his lapsed Associate membership with the National Payroll Institute and began a survey about his membership experience. Romero initially responded but declined to continue the survey after the first question. The call ended politely without further engagement.","aitm_callsummarytitle":"User declined to continue survey after initial questions","notrenewedwanttorenew":"No","onesentencenotrenewed":"User declined to continue the survey after initial questions.","initialvalue":"Networking","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":"Neutral","old_do_id":"L25A01375","retell_call_status":"ended","session_id":"call_7b5859abc36d0a9cc8a7ff86c5d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7b5859abc36d0a9cc8a7ff86c5d","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34988","email":"linhpnguyen@outlook.com","first_name":"Linh","last_name":"Nguyen","phone":"5195461521","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Linh Nguyen, Paralegal","language":"English","canceldate":"2024-03-02","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2023-01-16","phone_2":"5195461521","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"17081","blocnote":"11 June 2025 Completed\n2026 May 08 contact not practicing payroll administration, declined survey.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:37-04:00","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":"she was applying for a job that needs certification","notrenewednolongerinpayroll":"Yes","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":"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":"L25A01369","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2023-01-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"linhpnguyen@outlook.com","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:37-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted Linh to discuss her lapsed Associate membership with the National Payroll Institute. Linh explained she is no longer practicing in payroll administration and declined to participate in the survey. The call ended politely with no further action taken.","aitm_callsummarytitle":"Membership Lapsed - No Longer Practicing","notrenewedwanttorenew":"No","onesentencenotrenewed":"No longer practicing in payroll administration.","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","old_do_id":"L25A01369","session_id":"call_024706fa594ad9e7bfe493b3ffe","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_024706fa594ad9e7bfe493b3ffe","number_of_calls_reached":"1"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"234541","full_name":"Catherine Guerrier","language":"English","canceldate":"2021-07-03","time_zone":"1","area_code":"506","members_type":"AST","new_member_date_2":"2015-05-21","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"NB","blocnote":"11 June 2025 Completed\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached uninitialized voicemail service, no contact made\n2026 May 11 contact retired and no longer in payroll, completed survey","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T09:06:41-04:00","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":"61+","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":"01","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","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-11T09:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called Catherine to discuss her lapsed Associate membership with the National Payroll Institute. Catherine explained she retired and is no longer in payroll. She completed the survey, rating her satisfaction as very high and providing her age range.","aitm_callsummarytitle":"Membership Lapsed Due to Retirement","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_cf79cc10a7ee13311a7b6ca9f94","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cf79cc10a7ee13311a7b6ca9f94","onesentencenotrenewed":"The contact is retiring and no longer in payroll, so she did not renew.","initialvalue":"Stay Current","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00815","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34945","email":"sabah.siddiqui@oxfordedu.ca","first_name":"Sabah","last_name":"Siddiqui","phone":"7057425565","orgname":"Oxford College of Arts, Business and Technology","customer_acct_name":"Oxford College of Arts, Business and Technology","tags":"WR250430, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Sabah Siddiqui","members_type":"CORP","coidnewmbrdate":"2017-09-03","city_1":"Peterborough","province":"ON","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","time_zone":"2","organization_id":"183757","individual_id":"344386","paid_thru":"2027-02-28","language":"English","last_act_type":"2025-12-09","company_paid_thru":"2027-02-28","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507043","temp_do_id_for_auto_old_do_id":"LB2507043","npi_email_temp":"sabah.siddiqui@oxfordedu.ca","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34722","email":"office@parkwayyamaha.ca","first_name":"Danielle","last_name":"Parks","phone":"7054457707","orgname":"Parkway Powersports","customer_acct_name":"Parkway Powersports","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"328367","full_name":"Danielle Parks","do_id":"L25A01306","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"705","members_type":"AST","new_member_date_2":"2023-08-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"16","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 call reached gatekeeper Jennifer; Danielle Parks not at this number","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:15-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25A01306","temp_intcode_for_auto_old_int_code":"16","phone_2":"7054415922","last_act_type":"2023-08-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"office@parkwayyamaha.ca","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:15-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Parkway Power Sports and reached a gatekeeper named Jennifer, who informed that Danielle Parks does not work there. The agent ended the call politely after receiving this information.","aitm_callsummarytitle":"Gatekeeper reached, contact not available","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9794b1257cf6ef9341f7bf1d0f6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9794b1257cf6ef9341f7bf1d0f6","number_of_calls_reached":"1"}},"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":"2024-05-03","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","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"34104","email":"ronandwendy@rogers.com","first_name":"Ron","last_name":"Chramow","phone":"9054558340","orgname":"Maple Lodge Farms Ltd","customer_acct_name":"Maple Lodge Farms Ltd","tags":"npiAlert3, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"306237","full_name":"Ron Chramow","language":"English","canceldate":"2022-12-02","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2021-10-15","lead_status":"Not Relevant","no_email_solicitation":"False","pipeline_1_lapsed_members":"","province":"ON","organization_id":"5597","intcode":"99","blocnote":"June 4 2025 He said he is now a corporate member with his company.","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T17:25:00-04:00","old_int_code":"13","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2507006","temp_intcode_for_auto_old_int_code":"99","phone_2":"9054953675","old_do_id":"LB2507006","last_infoline_date_type":"2023-09-05","last_act_type":"2026-04-30","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2024-02-05","pf1_status":"P","pf1_completion_date":"2024-06-21","pf2_status":"P","pf2_completion_date":"2024-12-18","number_of_passed_courses":"4","date_of_renewal_identification":"","trc":"True","wera":"True","npi_email_temp":"ronandwendy@rogers.com","cert_status":"ACTIVE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-03-12","pcl_completion_date_5":"2029-02-05","pcp_we":"APPROVED","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","cpa_certification":"PCP","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35398","email":"courtneybulat@gmail.com","first_name":"Courtney","last_name":"Johnson","phone":"2049851317","orgname":"Cadorath","customer_acct_name":"Cadorath","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Courtney Johnson","language":"English","canceldate":"2024-12-04","time_zone":"3","area_code":"204","members_type":"AST","do_id":"L25A01402","pds_april":"1","phone_2":"2049987997","province":"MB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"99561","intcode":"15","blocnote":"June 11 2025 vm\n2026 Feb 25 call initiated but ended quickly after asking for Courtney Johnson","dhmsfin_telemarketing_last_contacted_date":"2026-02-25T16:15:36-05:00","pds_july":"1","temp_do_id_for_auto_old_do_id":"L25A01402","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","pds_september":"1","last_act_type":"2025-12-22","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"courtneybulat@gmail.com","aitm_status_called":"2026-02-25T16:15:36-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was very brief and ended shortly after the agent asked to speak with Courtney Johnson. No further conversation or information exchange occurred.","aitm_callsummarytitle":"Call ended after initial request for Courtney Johnson","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","old_int_code":"6","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","number_of_calls_reached":"1","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"33738","email":"odaroza@momentis.com","first_name":"Olivia","last_name":"Da Roza","phone":"5149392306","orgname":"Momentis Systems Inc","customer_acct_name":"Momentis Systems Inc","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"56854","full_name":"Olivia Da Roza","members_type":"CORP","do_id":"L25O00759","lead_status":"Lapsed Member","coidnewmbrdate":"2002-02-15","city_1":"Montr?al","time_zone":"2","province":"QC","language":"English","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"June 2 2025 vm\r\nAug 20 2025 vm\r\nLN Nov 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T10:17:00-05:00","paid_thru":"2025-01-31","temp_do_id_for_auto_old_do_id":"L25O00759","temp_intcode_for_auto_old_int_code":"6","organization_id":"56984","pds_august":"1","pds_september":"1","last_infoline_date_type":"2024-02-24","last_act_type":"2025-01-24","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"odaroza@momentis.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34275","email":"rmcook@rescuemybookkeeping.ca","first_name":"RoseMarie","last_name":"Cook","phone":"2509638530","orgname":"RM Cook Business Services Inc. O\/a Rescue My Bookkeeping","customer_acct_name":"RM Cook Business Services Inc. O\/a Rescue My Bookkeeping","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"275189","full_name":"RoseMarie Cook, CPB","do_id":"L25A00968","language":"English","canceldate":"2021-06-02","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2019-04-16","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"14","blocnote":"04 June 2025 She was not able to renew it coz when she tried they told her that there is someone by that name who was already a member and they told her she has to send it by mail - she didn't want to - she said that she gave up and asked that her name be removed from the list\n2026 May 08 voicemail reached, no conversation\n2026 May 08 contact frustrated with renewal process, questioned if call was recording or real person, did not complete renewal.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","pds_july":"3","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A00968","temp_intcode_for_auto_old_int_code":"14","pds_august":"3","phone_2":"2509638530","pds_september":"3","last_infoline_date_type":"2020-03-23","last_conf_date_type":"2020-06-17","last_act_type":"2020-03-23","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"rmcook@rescuemybookkeeping.ca","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:26:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called RoseMarie to discuss her lapsed NPI membership and conducted a brief survey about her membership experience. RoseMarie expressed frustration about difficulties renewing her membership and repeatedly questioned if the call was a recording or if the agent was a real person. The call ended without resolution or renewal confirmation.","aitm_callsummarytitle":"Frustrated member questioned call authenticity, no renewal completed","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_66b250413a6d64ad827f0729f27","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_66b250413a6d64ad827f0729f27","mini_nps":"1","onesentencenotrenewed":"Frustrated with the renewal process requiring printing, filling, and mailing forms, and difficulty completing renewal for two years.","initialvalue":"Stay Current","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34171","email":"juliet.paed@gmail.com","first_name":"Julieta","last_name":"Paed","phone":"6048828930","orgname":"SPECS Ltd.","customer_acct_name":"SPECS Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"170993","full_name":"Julieta Paed","do_id":"L25A00669","language":"English","canceldate":"2021-01-06","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2017-11-09","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","cpa_certification":"PCP","intcode":"15","blocnote":"04 June 2025 Only by e-mail and the receptionist asked that we take this number off the list\n2026 May 08 contact not found at this number, call ended early\n2026 May 11 contact reached Julieta Brooks, call started regarding lapsed membership","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:06:44-04:00","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A00669","temp_intcode_for_auto_old_int_code":"15","phone_2":"6044273777","last_act_type":"2019-08-10","pcl_status":"F","pcl_completion_date":"2018-03-04","pf1_status":"P","pf1_completion_date":"2010-08-16","pf2_status":"P","pf2_completion_date":"2010-08-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-07-28","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"juliet.paed@gmail.com","pcl_completion_date_5":"2023-03-04","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-11T14:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent successfully reached Julieta and introduced themselves, explaining the purpose of the call regarding Julieta's lapsed Associate membership with the National Payroll Institute. The call was initiated and the agent began the conversation without any issues before the user hung up.","aitm_callsummarytitle":"Successful connection with Julieta regarding lapsed membership","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not found at this number.","initialvalue":"Other","old_int_code":"03","othermemberbenefit":"Contact not found at this number","astotherreasonsnottorenew":"Contact not found at this number.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_dde5b0dfbfca77e7fc9f5cb42fd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_dde5b0dfbfca77e7fc9f5cb42fd","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"34846","email":"shaletann@gmail.com","first_name":"Shalet","last_name":"Thomas","phone":"","orgname":"Arrow Utilities","customer_acct_name":"Arrow Utilities","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"307719","full_name":"Shalet Ann Thomas","members_type":"CAND","new_member_date_2":"2025-01-08","city_1":"Edmonton","province":"AB","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"437","phone_2":"4377772145","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-12-31","last_infoline_date_type":"2024-09-16","last_act_type":"2026-01-05","pcl_status":"P","pcl_completion_date":"2023-01-19","pf1_status":"P","pf1_completion_date":"2023-06-20","pf2_status":"P","pf2_completion_date":"2025-04-14","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","temp_do_id_for_auto_old_do_id":"LB2507158","npi_email_temp":"shaletann@gmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","cert_status":"PENDING","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-05-01","cpa_certification":"PCP"}},"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","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"35121","email":"tassoufra@gmail.com","first_name":"Samir","last_name":"Tassoufra","phone":"8193479490","orgname":"Le Cercle Moli\u00e8re","customer_acct_name":"Le Cercle Moli\u00e8re","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Samir Tassoufra","language":"French","canceldate":"2023-07-11","time_zone":"2","area_code":"819","members_type":"CAND","do_id":"L25C01438","new_member_date_2":"2022-05-18","phone_2":"8193479490","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"297173","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C01438","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-04-07","last_act_type":"2022-12-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tassoufra@gmail.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"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","latest_paid_thru":"2021-03-31"}},"seriesid":"163"}
{"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, 260522 Lapsed DEL","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":"LB2505881","last_act_type":"2026-04-14","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","npi_email_temp":"khrystyna_66@hotmail.com","pcl_completion_date_5":"2020-02-10","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","do_id":"","company_status":"A"}},"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, TMAI","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":"06","blocnote":"June 3 2025 number not in service\n2026 May 08 call reached voicemail, no message left, agent will call back later\n2026 May 08 call reached voicemail not set up\n2026 May 11 call reached voicemail, no message left, agent will try again later\n2026 May 11 voicemail reached, no message left\n2026 May 13 call reached voicemail, no message left.\n2026 May 13 call reached voicemail not set up\n2026 May 15 call reached automated system, no agents available, call ended by agent\n2026 May 19 call reached voicemail, user declined to leave message and will call back later.\n2026 May 19 call reached voicemail not set up\n2026 May 21 call reached automated system, no agents available, call ended by agent\n2026 May 21 call reached voicemail not set up\n2026 May 25 call reached voicemail, user declined to leave message and will call back later.\n2026 May 25 call reached voicemail not set up","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:06-04:00","old_int_code":"03","pds_july":"6","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A00617","temp_intcode_for_auto_old_int_code":"06","pds_august":"6","phone_2":"9056892881","pds_september":"6","last_infoline_date_type":"2022-11-07","last_act_type":"2022-11-07","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","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-25T13:22:05-04:00","number_of_call_attempts":"6","number_of_total_call_attempts":"13","npi_transcriptsummary":"The call reached a voicemail that has not been set up yet, so no conversation with the contact took place.","aitm_callsummarytitle":"Voicemail Not Set Up","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_67405e524f70cb597e3fe79a073","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_67405e524f70cb597e3fe79a073","onesentencenotrenewed":"User declined to leave a message and will call back later.","number_of_calls_reached":"1","mini_nps":"3","initialvalue":"Other","othermemberbenefit":"No agents available to assist at this time.","astotherreasonsnottorenew":"No agents available to assist at this time.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"33860","email":"wallacearthur_bridges@hotmail.com","first_name":"Wallace","last_name":"Bridges","phone":"4165711883","orgname":"CAMH","customer_acct_name":"CAMH","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"293200","full_name":"Wallace Bridges","language":"English","canceldate":"2021-11-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2020-10-01","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"01","blocnote":"june 3 2025 vm\r\nLN Sept 22 2025 vm\n2026 May 08 voicemail reached, no human answer\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call attempted but no answer\n2026 May 11 contact is retired and no longer working in payroll, declined to renew","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:46-04:00","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25A01350","temp_intcode_for_auto_old_int_code":"01","phone_2":"4165711883","last_infoline_date_type":"2021-12-05","last_act_type":"2021-12-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"wallacearthur_bridges@hotmail.com","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:36:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent contacted Wallace to discuss his lapsed Associate membership with the National Payroll Institute. Wallace informed the agent that he is retired and no longer working in payroll, leading to a brief conversation and polite closure.","aitm_callsummarytitle":"Membership Lapse - Retired Contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e73ffcddc5a90bf4d85255a0729","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e73ffcddc5a90bf4d85255a0729","mini_nps":"3","old_int_code":"05","onesentencenotrenewed":"The contact is retired and no longer working in payroll.","initialvalue":"Other","astotherreasonsnottorenew":"Retired and no longer working in payroll","age_range":"Preferred not to say","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01350","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34877","email":"bill-gilbert@ottawa.anglican.ca","first_name":"Bill","last_name":"Gilbert","phone":"6132327124","orgname":"Anglican Diocese of Ottawa","customer_acct_name":"Anglican Diocese of Ottawa","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Bill Gilbert","members_type":"CORP","organization_id":"7216","coidnewmbrdate":"1988-11-01","city_1":"Ottawa","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","extension_phone_1":"230","area_code":"613","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"346691","last_act_type":"2025-01-22","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":"LB2504508","temp_do_id_for_auto_old_do_id":"LB2504508","npi_email_temp":"bill-gilbert@ottawa.anglican.ca","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34878","email":"bgillis@bluewaterpower.com","first_name":"Becky","last_name":"Gillis","phone":"5193378201","orgname":"Bluewater Power Distribution","customer_acct_name":"Bluewater Power Distribution","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Becky Gillis","members_type":"CORP","organization_id":"345016","coidnewmbrdate":"2025-01-10","city_1":"Sarnia","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"519","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"345015","paid_thru":"2026-12-31","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":"LB2504499","temp_do_id_for_auto_old_do_id":"LB2504499","npi_email_temp":"bgillis@bluewaterpower.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34688","email":"accountspayable@risecpa.ca","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":"326633","full_name":"Patricia Russell","do_id":"L25A01295","language":"English","canceldate":"2024-09-04","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2023-07-04","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"21","blocnote":"june 9 2025 she is not longer working there ( she is retired)","dhmsfin_telemarketing_last_contacted_date":"2025-06-09T16:51:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"12","pipeline_2_members_only_ast":"","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A01295","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"accountspayable@risecpa.ca","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"83611","full_name":"Duretta Bradfield","language":"English","canceldate":"2024-12-04","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2004-10-07","lead_status":"Refused","no_email_solicitation":"False","pds_march":"10","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"01","blocnote":"June 10 2025 vm msg \r\nAug 28 2025 vm\n2026 May 08 contact not renewing membership because no longer working in payroll, closed practice","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:48-04:00","pds_july":"10","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A00570","temp_intcode_for_auto_old_int_code":"01","pds_august":"10","pds_september":"10","last_infoline_date_type":"2023-11-12","last_act_type":"2023-11-12","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","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted Duretta regarding her lapsed Associate membership with the National Payroll Institute. Duretta explained she did not renew because she closed her practice and is no longer working in payroll. The agent completed the survey questions about her initial membership value, satisfaction, and age range before ending the call.","aitm_callsummarytitle":"Non-renewal due to no longer working in payroll","notrenewedwanttorenew":"No","mini_nps":"4","onesentencenotrenewed":"No longer working in payroll due to closing her practice.","initialvalue":"Stay Current","age_range":"61+","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_do_id":"L25A00570","session_id":"call_984ede0948dc01d3c19882a0401","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_984ede0948dc01d3c19882a0401","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33874","email":"anie.labrecque@inesss.qc.ca","first_name":"Anie","last_name":"Labrecque","phone":"4186431339","orgname":"Institut National d'Excellence en Sant\u00e9 et en Services Sociaux","customer_acct_name":"Institut National d'Excellence en Sant\u00e9 et en Services Sociaux","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"249878","full_name":"Anie Labrecque","do_id":"L25A00349","language":"French","canceldate":"2024-03-02","time_zone":"2","area_code":"418","extension_phone_1":"70179","members_type":"AST","new_member_date_2":"2017-01-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"1","paid_thru":"2023-12-31","intcode":"15","blocnote":"18 ao\u00fbt 2025 bv\n2026 May 08 call disconnected after identity confirmation attempt","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:02-04:00","temp_do_id_for_auto_old_do_id":"L25A00349","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","pds_september":"1","last_infoline_date_type":"2021-06-23","last_act_type":"2022-03-11","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"anie.labrecque@inesss.qc.ca","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:02-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Anie but received only inaudible responses and the call ended shortly after without further conversation.","aitm_callsummarytitle":"Unsuccessful call - no clear contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_64e6af15754f81f187365912813","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_64e6af15754f81f187365912813","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34684","email":"hughesjerden@gmail.com","first_name":"Denise","last_name":"Hughes","phone":"6132252342","orgname":"Canadian Food Inspection Agency","customer_acct_name":"Canadian Food Inspection Agency","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"229213","full_name":"Denise Hughes","do_id":"L25A00792","language":"English","canceldate":"2024-09-04","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2015-08-07","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","cpa_certification":"PCP","intcode":"0","blocnote":"june 9 2025 vm\r\nLN \/ 24 September 2025 Number not in service\n2026-05-08 invalid phone destination, phone: +14035426859\n2026-05-08 invalid phone destination, phone: +14032456244","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:45-04:00","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A00792","temp_intcode_for_auto_old_int_code":"08","phone_2":"6137732342","old_int_code":"08","notrenewedother":"Phone cannot be recovered","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2015-12-07","pf1_status":"P","pf1_completion_date":"2017-07-23","pf2_status":"P","pf2_completion_date":"2018-03-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-11-23","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"hughesjerden@gmail.com","pcl_completion_date_5":"2020-12-07","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:21:43-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_66a440a05a27e72af3930665c6d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_66a440a05a27e72af3930665c6d"}},"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":"03","blocnote":"LN. 15 sept 2025 bv\n2026 May 08 call reached reception, Jasmine not available.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:33-04:00","temp_do_id_for_auto_old_do_id":"L25A00532","temp_intcode_for_auto_old_int_code":"03","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","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:33-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Jasmine Sorel but reached the reception instead. The agent attempted to confirm Jasmine's full name and requested to speak with her, but the call ended without further conversation.","aitm_callsummarytitle":"Reached Reception, Jasmine Not Available","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not available; reached reception instead.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"6","astotherreasonsnottorenew":"Contact not reached, only reception answered.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_68ee94a7cc7394b9627a0e06abb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_68ee94a7cc7394b9627a0e06abb"}},"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":"2022-07-03","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","latest_paid_thru":"2023-02-28"}},"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","latest_paid_thru":"2021-03-31"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"225534","full_name":"Pamela Atkinson","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"434","members_type":"AST","new_member_date_2":"2014-05-15","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","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.\n2026 May 08 contact answered, completed survey, declined renewal citing low usage of membership benefits.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","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":"3","age_range":"46-60","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":"2023-02-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"patkinson@gendyn.com","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:55-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted Pamela to discuss her lapsed Associate membership with the National Payroll Institute. Pamela 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","onesentencenotrenewed":"Did not use the membership enough or payroll wasn't complex enough for her.","initialvalue":"Stay Current","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","old_do_id":"L25A00770","retell_call_status":"ended","session_id":"call_21a5ade2cb416dfceacd7165ec8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_21a5ade2cb416dfceacd7165ec8","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35453","email":"jessica-leigh-23@hotmail.com","first_name":"Jessica","last_name":"Stephenson","phone":"2049059319","orgname":"AgriHub Inc.","customer_acct_name":"AgriHub Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jessica Stephenson","language":"English","canceldate":"2023-10-03","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C00967","new_member_date_2":"2019-08-12","phone_2":"2044080927","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"278842","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C00967","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-08-11","last_act_type":"2022-08-11","pcl_status":"P","pcl_completion_date":"2019-11-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jessica-leigh-23@hotmail.com","pcl_completion_date_5":"2024-11-18","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"30412","email":"brendavh@pclkw.org","first_name":"Brenda","last_name":"VanHoutven","phone":"5197425849","orgname":"Parents for Community Living Kitchener-Waterloo Inc.","customer_acct_name":"Parents for Community Living Kitchener-Waterloo Inc.","tags":"250217 Lapsed, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25O00599","individual_id":"178181","full_name":"Brenda VanHoutven","members_type":"CORP","coidnewmbrdate":"2021-03-26","city_1":"Waterloo","province":"ON","language":"English","extension_phone_1":"102","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 19 2025 vm\r\nLN Nov 10 2025 working from home today","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T10:55:00-05:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00599","temp_intcode_for_auto_old_int_code":"6","organization_id":"152924","last_act_type":"2021-03-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"brendavh@pclkw.org","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-02-06","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"35476","email":"khadidja.kettaf@outlook.com","first_name":"Khedidja","last_name":"Kettaf","phone":"4383452146","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Khedidja Kettaf","language":"French","canceldate":"2024-05-02","cpa_certification":"SCP","time_zone":"2","area_code":"438","members_type":"CAND","do_id":"L25C01728","new_member_date_2":"2021-09-17","cert_status":"PENDING","phone_2":"4383452146","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304807","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C01728","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-03-24","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2022-06-26","pf2_status":"P","pf2_completion_date":"2023-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-21","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"khadidja.kettaf@outlook.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"34376","email":"magda.mickiewicz@gmail.com","first_name":"Magdalena","last_name":"Mickiewicz","phone":"7056180112","orgname":"Valeo Canada Inc.","customer_acct_name":"Valeo Canada Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"282301","full_name":"Magdalena Mickiewicz","do_id":"L25A00997","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"705","members_type":"AST","new_member_date_2":"2020-10-22","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human answer\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human contact\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:46-04:00","pds_july":"1","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A00997","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"7056180112","pds_september":"1","last_infoline_date_type":"2024-02-26","last_act_type":"2024-02-26","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"magda.mickiewicz@gmail.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:42-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made but reached voicemail 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","session_id":"call_8ace2626015bfdb0f9edf57e132","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8ace2626015bfdb0f9edf57e132","mini_nps":"3"}},"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, TMAI","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.\n2026 May 08 contact not available, no forwarding info provided\n2026 May 11 call reached Karen at St. Joseph's Hospice, asked for Carol Chrapko, call ended shortly after\n2026 May 13 call reached automated hold message, no human interaction\n2026 May 15 call answered by Heather at St. Joseph's Hospice, asked for Carol but no further conversation\n2026 May 19 contact no longer at organization, no new contact info provided.","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:12:01-04:00","pds_july":"3","paid_thru":"2020-11-30","old_int_code":"08","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","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-19T11:12:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent called Saint Joseph's Hospice asking for Carol Chrapko but was informed by Pam that Carol is no longer there and no new contact information was available. The call ended after the agent thanked Pam for her help.","aitm_callsummarytitle":"Contact Not Available - No New Info","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact is no longer at the organization and no new contact information is available.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact no longer works at the organization and no forwarding information was provided.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_289e6ba46a56fa89cd3dc563f6c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_289e6ba46a56fa89cd3dc563f6c","number_of_calls_reached":"5"}},"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","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"35363","email":"alanacolwell@gmail.com","first_name":"Alana","last_name":"Stetsko","phone":"7804002181","orgname":"Strathcona County","customer_acct_name":"Strathcona County","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Alana Stetsko","language":"English","canceldate":"2024-05-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02205","new_member_date_2":"2025-09-09","phone_2":"7809067776","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311341","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"L25C02205","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-09-09","pcl_status":"P","pcl_completion_date":"2022-07-17","pf1_status":"P","pf1_completion_date":"2022-10-24","pf2_status":"P","pf2_completion_date":"2026-01-13","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"alanacolwell@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"34433","email":"dimapilis.owen@gmail.com","first_name":"Rowena","last_name":"Dimapilis","phone":"8887070573","orgname":"CDI College - Calgary (City Centre)","customer_acct_name":"CDI College - Calgary (City Centre)","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"283840","full_name":"Rowena Dimapilis","do_id":"L25A01013","language":"English","canceldate":"2021-02-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2019-12-16","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"0","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 No one by that name\n2026 May 08 call to CDI College, Rowena Dimapilis not found at location","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A01013","temp_intcode_for_auto_old_int_code":"08","phone_2":"8002516621","old_int_code":"08","last_infoline_date_type":"2020-06-10","last_act_type":"2020-06-10","pcl_status":"P","pcl_completion_date":"2021-08-03","pf1_status":"P","pf1_completion_date":"2021-09-05","pf2_status":"F","pf2_completion_date":"2021-10-03","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"dimapilis.owen@gmail.com","pcl_completion_date_5":"2026-08-03","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called CDI College to speak with Rowena Dimapilis but was informed that no one by that name was available at the location. The call ended without reaching the intended contact or completing any further conversation.","aitm_callsummarytitle":"Contact Not Found at CDI College","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0aba62cf2bf65bef442cd91a0ee","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0aba62cf2bf65bef442cd91a0ee","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34497","email":"casey.knasel@gmail.com","first_name":"Casey","last_name":"Knasel","phone":"4047543731","orgname":"Jackson Healthcare","customer_acct_name":"Jackson Healthcare","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"285509","full_name":"Casey Knasel, CPP","language":"English","canceldate":"2022-04-02","time_zone":"2","area_code":"404","members_type":"AST","new_member_date_2":"2020-02-05","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"GA","intcode":"01","blocnote":"june 6 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 May 08 voicemail reached, message left\n2026 May 08 contact declined renewal due to job change and no longer responsible for payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:10-04:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A01032","temp_intcode_for_auto_old_int_code":"01","phone_2":"4047543731","last_act_type":"2020-02-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"casey.knasel@gmail.com","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Casey to discuss the lapse of their Associate membership with the National Payroll Institute. Casey answered the survey questions but declined to renew, citing a job change and no longer being responsible for Canadian payroll. The call ended politely with the agent thanking Casey for their time.","aitm_callsummarytitle":"Membership Lapse Survey - Declined Renewal","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9bd3a505f3cdaff889f7f678284","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9bd3a505f3cdaff889f7f678284","mini_nps":"3","onesentencenotrenewed":"I changed my job, and I'm not responsible for Canadian payroll anymore.","initialvalue":"Career","age_range":"46-60","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01032","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34028","email":"mistysegovia@hotmail.com","first_name":"Misty","last_name":"Segovia","phone":"4035364928","orgname":"Enverus, Inc.","customer_acct_name":"Enverus, Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"301669","full_name":"Misty Segovia","language":"English","canceldate":"2022-11-02","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2021-09-09","lead_status":"Renewed lapsed","no_email_solicitation":"False","pipeline_1_lapsed_members":"Renewed lapsed","province":"TX","organization_id":"266153","intcode":"99","blocnote":"03 June 2025 VM\r\nLN \/ 15 September 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T12:47:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2506481","old_int_code":"16","temp_intcode_for_auto_old_int_code":"99","phone_2":"5128157025","date_of_renewal_identification":"2026-05-28","old_do_id":"L25O01385","last_infoline_date_type":"2026-05-14","last_act_type":"2026-05-14","company_paid_thru":"2026-07-31","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506481","npi_email_temp":"mistysegovia@hotmail.com","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34477","email":"mlukens@roughbros.com","first_name":"Michelle","last_name":"Lukens","phone":"5136187263","orgname":"Rough Brothers","customer_acct_name":"Rough Brothers","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"285198","full_name":"Michelle Lukens","do_id":"L25A01026","language":"English","canceldate":"2021-03-02","time_zone":"2","area_code":"513","members_type":"AST","new_member_date_2":"2020-01-27","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"OH","intcode":"06","blocnote":"june 6 2025 vm\r\nLN \/ 23 September 2025 Number not in service\n2026-05-08 dial busy, phone:  +15136187263\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 dial busy, phone:  +15136187263\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 dial busy, phone:  +15136187263\n2026-05-15 dial busy, phone:  +15136187263\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A01026","temp_intcode_for_auto_old_int_code":"06","phone_2":"5132059108","old_int_code":"07","notrenewedother":"Phone cannot be recovered","last_act_type":"2021-05-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mlukens@roughbros.com","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a29ef4e9b874317811644bd61f5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a29ef4e9b874317811644bd61f5","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
{"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":"2023-11-09","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","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"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, TMAI","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":"16","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\n2026 May 08 callback scheduled for 1 PM due to community cleanup, no contact reached - NPI# not provided\n2026 May 08 callback scheduled for 2:00 PM\n2026 May 08 call reached voicemail at Thunder Child First Nation\n2026-05-08 invalid phone destination, phone: +13068459242","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:31:45-04:00","pds_july":"15","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A00454","temp_intcode_for_auto_old_int_code":"16","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","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":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Strong","old_int_code":"08","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","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:46:43-04:00","number_of_call_attempts":"4","number_of_total_call_attempts":"4","npi_call_back_date_and_time":"2026-05-08T14:00:00-04:00","npi_call_back_time_hour":"14","npi_call_back_time_minute":"00","npi_transcriptsummary":"The call reached a voicemail at Thunder Child First Nation and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached at Thunder Child First Nation","onesentencenotrenewed":"Contact unavailable due to community cleanup, callback scheduled.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact unavailable, requested callback.","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_6ca4454d6e187f184f78ebf0aef","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6ca4454d6e187f184f78ebf0aef"}},"seriesid":"163"}
{"contact":{"id":"34582","email":"control@ccam.qc.ca","first_name":"Stefan","last_name":"Poll","phone":"5143316571","orgname":"CCAM","customer_acct_name":"CCAM","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"289556","full_name":"Stefan Poll","language":"English","canceldate":"2022-08-03","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2020-06-15","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"QC","intcode":"01","blocnote":"june 9 2025 vm\r\nLN \/ 01 October 2025 Survey completed\n2026 May 08 contact Stefan Pohl says membership canceled three years ago, refused survey","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:04-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25A01057","temp_intcode_for_auto_old_int_code":"01","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":"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":"Strong","old_int_code":"6","last_infoline_date_type":"2020-10-14","last_act_type":"2021-01-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"control@ccam.qc.ca","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:04-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Stefan Pohl and informed him about his lapsed Associate membership with the National Payroll Institute. Stefan stated that he canceled the membership three years ago and declined to answer further survey questions. The call ended politely with the agent thanking Stefan for his time.","aitm_callsummarytitle":"Membership Cancellation Confirmed, Survey Declined","onesentencenotrenewed":"We canceled that three years ago.","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":"L25A01057","retell_call_status":"ended","session_id":"call_a87b49195e7c8c563b0dbadc730","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a87b49195e7c8c563b0dbadc730","number_of_calls_reached":"1"}},"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, 260522 Lapsed DEL","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":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-07-31","last_act_type":"2026-04-21","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","company_paid_thru":"2026-07-31","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35218","email":"mjmax@mymts.net","first_name":"Melissa","last_name":"Sawatzky","phone":"2048971871","orgname":"Trenord Ltd.","customer_acct_name":"Trenord Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Melissa Sawatzky","language":"English","canceldate":"2023-05-02","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C00944","new_member_date_2":"2022-03-14","phone_2":"2048971871","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"277432","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C00944","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-14","pcl_status":"P","pcl_completion_date":"2019-09-30","pf1_status":"F","pf1_completion_date":"2020-01-20","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"mjmax@mymts.net","pcl_completion_date_5":"2024-09-30","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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":"15","blocnote":"18 aout 2025 bv\n2026 May 08 call reached automated system and voicemail, no message left\n2026 May 08 call started but no clear communication, identity not confirmed","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:03-04:00","temp_do_id_for_auto_old_do_id":"L25A00369","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2022-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:47-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent attempted to reach Claudie but received only inaudible responses and was unable to confirm the contact's identity or proceed with the call.","aitm_callsummarytitle":"Unsuccessful call - no clear communication","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d84fade839c73d724cb48c11834","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d84fade839c73d724cb48c11834","old_int_code":"6"}},"seriesid":"163"}
{"contact":{"id":"34109","email":"aatkinson@hbmtwp.ca","first_name":"Amber","last_name":"Atkinson","phone":"7057782308","orgname":"Township of Havelock-Belmont-Methuen","customer_acct_name":"Township of Havelock-Belmont-Methuen","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"221525","full_name":"Amber Atkinson","do_id":"L25A00404","language":"English","canceldate":"2022-02-02","time_zone":"2","area_code":"705","extension_phone_1":"230","members_type":"AST","new_member_date_2":"2013-12-18","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"21","blocnote":"June 4 2025 She no longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T17:30:00-04:00","old_int_code":"12","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25A00404","temp_intcode_for_auto_old_int_code":"21","phone_2":"7056532615","last_act_type":"2020-10-28","pcl_status":"P","pcl_completion_date":"2014-04-23","pf1_status":"P","pf1_completion_date":"2014-12-22","pf2_status":"P","pf2_completion_date":"2019-06-10","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"aatkinson@hbmtwp.ca","pcl_completion_date_5":"2019-04-23","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"34960","email":"satpalsrathour@gmail.com","first_name":"Satpal","last_name":"Singh","phone":"4372997222","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Satpal Singh","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"437","members_type":"AST","do_id":"L25A01617","new_member_date_2":"2023-12-11","phone_2":"4372997222","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"332399","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","paid_thru":"2024-11-30","blocnote":"Sept 4 2025 Survey completed He said he may enroll again if his job needs membership in NPI but for now it is not needed.\n2026 May 08 reached voicemail, left message\n2026 May 08 voicemail reached, no human contact\n2026 May 11 voicemail reached, no contact with Satpal\n2026 May 11 call reached voicemail, no contact with Satpal\n2026 May 13 reached voicemail, no message left\n2026 May 13 voicemail reached, message left for Satpal\n2026 May 15 call reached voicemail, message left for Satpal Singh\n2026 May 15 reached voicemail, left message","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":"Canadian","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedother":"I got a Job and membership in NPI is not a requirement.","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 was too busy with my job to participate.","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","temp_do_id_for_auto_old_do_id":"L25A01617","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-11-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"satpalsrathour@gmail.com","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent called Satpal on behalf of the National Payroll Institute to discuss their membership but reached voicemail and left a message. No direct conversation with Satpal occurred during the call.","aitm_callsummarytitle":"Voicemail reached, message left","npi_voicemaildetection":"Yes","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_059f82b3586b3c50771c9da2b23","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_059f82b3586b3c50771c9da2b23"}},"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","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"34680","email":"ca.sparks@shaw.ca","first_name":"Carol","last_name":"Sparks","phone":"4038178043","orgname":"Athabasca Oil Corp.","customer_acct_name":"Athabasca Oil Corp.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"39472","full_name":"Carol Sparks","do_id":"L25A00540","language":"English","canceldate":"2024-09-04","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2020-07-03","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"9","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","cpa_certification":"PCP","organization_id":"227013","intcode":"06","blocnote":"june 9 2025 vm\r\nLN \/ 24 September 2025 VM\n2026-05-08 dial busy, phone:  +14038178043\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail answered by Jill Sparks\n2026-05-13 dial busy, phone:  +14038178043\n2026 May 13 call reached voicemail, no contact made\n2026-05-15 dial busy, phone:  +14038178043\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:44-04:00","pds_july":"9","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A00540","temp_intcode_for_auto_old_int_code":"06","pds_august":"9","phone_2":"4035429267","pds_september":"9","last_infoline_date_type":"2023-08-14","last_conf_date_type":"2016-06-15","last_act_type":"2025-04-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-01-11","number_of_passed_courses":"1","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"ca.sparks@shaw.ca","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"07","retell_call_status":"ended","session_id":"call_d147ac9b99e394d3ef1496f6844","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d147ac9b99e394d3ef1496f6844","npi_transcriptsummary":"The call was not answered and was forwarded to voicemail immediately upon dialing.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","company_paid_thru":"2020-05-31","corp_cancel_date":"2020-08-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34710","email":"dennise.minhinnick@icloud.com","first_name":"Dennise","last_name":"Minhinnick","phone":"5194556770","orgname":"EllisDon Corporation","customer_acct_name":"EllisDon Corporation","tags":"npiAlert3, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"59657","full_name":"Dennise Minhinnick","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"519","members_type":"CORP","new_member_date_2":"2022-06-17","lead_status":"Not Relevant","no_email_solicitation":"False","pds_march":"5","pipeline_1_lapsed_members":"","province":"ON","organization_id":"6254","intcode":"99","blocnote":"June 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T15:03:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"5","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2504925","temp_intcode_for_auto_old_int_code":"99","pds_august":"5","phone_2":"5192003804","old_do_id":"LB2504925","old_int_code":"6","pds_september":"5","last_infoline_date_type":"2024-08-19","last_act_type":"2024-08-19","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2010-06-07","pf1_status":"P","pf1_completion_date":"2012-01-03","pf2_status":"P","pf2_completion_date":"2023-12-18","number_of_passed_courses":"3","date_of_renewal_identification":"","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"dennise.minhinnick@icloud.com","pcl_completion_date_5":"2015-06-07","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","corp_cancel_date":"1998-09-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34956","email":"yadycampos@hotmail.com","first_name":"Yadira","last_name":"Marin","phone":"7806088519","orgname":"Alberta Health Services\rHR Shared Services, Payroll Operations","customer_acct_name":"Alberta Health Services\rHR Shared Services, Payroll Operations","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Yadira Campos Marin, PCP","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","do_id":"","new_member_date_2":"2022-03-08","cert_status":"ACTIVE","phone_2":"4036182646","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"310893","organization_id":"125360","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C02168","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-03-28","company_paid_thru":"2026-11-30","pcl_status":"P","pcl_completion_date":"2022-06-05","pf1_status":"P","pf1_completion_date":"2022-07-11","pf2_status":"P","pf2_completion_date":"2022-06-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-02-27","number_of_passed_courses":"4","paid_thru":"2026-11-30","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"yadycampos@hotmail.com","pcl_completion_date_5":"2027-06-05","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","date_of_renewal_identification":"","old_do_id":"L25C02168","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35082","email":"jingy321@gmail.com","first_name":"Jing","last_name":"Yu","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jing Yu","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01683","new_member_date_2":"2021-08-13","cert_status":"PENDING","phone_2":"6477125285","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"303933","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C01683","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-10-07","pcl_status":"P","pcl_completion_date":"2021-12-12","pf1_status":"P","pf1_completion_date":"2022-06-20","pf2_status":"P","pf2_completion_date":"2022-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-04-04","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"jingy321@gmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"34215","email":"eechano@yahoo.com","first_name":"Emmanuel","last_name":"Echano","phone":"4035718585","orgname":"CDI College","customer_acct_name":"CDI College","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"268281","full_name":"Emmanuel Echano","do_id":"L25A00951","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2022-09-26","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"10","blocnote":"04 June 2025 VM\r\nLN \/ 16 September 2025 No one by this name\n2026 May 08 contact not Emmanuel, receptionist provided email address for Emmanuel Echano at CDI College.\n2026 May 11 contact at CDI College not available, message to call back sent.\n2026 May 13 agent reached receptionist who informed Emmanuel not on campus and notified of call; no callback time given","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:27-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A00951","temp_intcode_for_auto_old_int_code":"10","phone_2":"4039092146","old_int_code":"03","last_act_type":"2023-09-15","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","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"eechano@yahoo.com","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-13T13:08:27-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent attempted to reach Emmanuel at CDI College but was informed by a receptionist that Emmanuel was not on campus and had been notified of the call. The agent asked for a suitable callback time but was unable to get one and ended the call, planning to call back later.","aitm_callsummarytitle":"Callback scheduled - Emmanuel not available","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Emmanuel is not available and will be asked to call back.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not available to renew at this time.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_32e9a1351a1b0eb5cc6ae1c418f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_32e9a1351a1b0eb5cc6ae1c418f","number_of_calls_reached":"3"}},"seriesid":"163"}
{"contact":{"id":"35698","email":"haley.johnson@ukg.com","first_name":"Haley","last_name":"Johnson","phone":"","orgname":"Ultimate Kronos Group","customer_acct_name":"Ultimate Kronos Group","tags":"PartnerAutomation","ip4":"127.0.0.1","fields":{"full_name":"Haley Johnson","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01508","new_member_date_2":"2021-03-31","phone_2":"9055506584","province":"ON","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"299307","pipeline_2_members_only_ast":"","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C01508","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-18","pcl_status":"P","pcl_completion_date":"2021-07-26","pf1_status":"P","pf1_completion_date":"2021-10-31","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"haley.johnson@ukg.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"33829","email":"ljbowyer33@gmail.com","first_name":"Lisa","last_name":"Bowyer","phone":"5195132416","orgname":"Clearpath Robotics","customer_acct_name":"Clearpath Robotics","tags":"npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"241675","full_name":"Lisa Bowyer","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"519","members_type":"CORP","new_member_date_2":"2016-03-10","lead_status":"Not Relevant","no_email_solicitation":"False","pds_march":"5","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"","province":"ON","cpa_certification":"PCP","intcode":"06","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T12:01:00-04:00","pds_july":"5","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"L25A00842","temp_intcode_for_auto_old_int_code":"6","pds_august":"5","phone_2":"5198952105","pds_september":"5","last_infoline_date_type":"2026-04-29","last_act_type":"2026-04-29","pcl_status":"P","pcl_completion_date":"2016-07-04","pf1_status":"P","pf1_completion_date":"2016-12-25","pf2_status":"P","pf2_completion_date":"2017-04-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-02-24","number_of_passed_courses":"4","pds_october":"5","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"5","npi_email_temp":"ljbowyer33@gmail.com","organization_id":"281709","pipeline_2_members_only_ast":"","old_do_id":"L25A00842","pcl_completion_date_5":"2021-07-04","formatted_paid_thru":"28\/02\/2027","company_paid_thru":"2027-02-28","latest_paid_thru":"2027-02-28","do_id":"","company_status":"A"}},"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":"2023-04-01","last_conf_date_type":"2021-06-09","last_act_type":"2023-04-01","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","latest_paid_thru":"2023-07-31","company_paid_thru":"2023-07-31","corp_cancel_date":"2023-08-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33833","email":"n_martineau@outlook.com","first_name":"Nathalie","last_name":"Martineau","phone":"5147106272","orgname":"Groupe Le Contr\u00f4leur","customer_acct_name":"Groupe Le Contr\u00f4leur","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"321571","full_name":"Nathalie Martineau","language":"French","canceldate":"2024-04-02","time_zone":"2","area_code":"514","members_type":"CORP","new_member_date_2":"2023-02-07","lead_status":"Not Relevant","no_email_solicitation":"False","pipeline_1_lapsed_members":"","province":"QC","organization_id":"311380","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","intcode":"99","blocnote":"18 aout 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T10:13:00-04:00","temp_do_id_for_auto_old_do_id":"LB2506723","temp_intcode_for_auto_old_int_code":"99","phone_2":"5148861934","old_do_id":"LB2506723","old_int_code":"6","last_infoline_date_type":"2026-05-20","last_act_type":"2026-05-20","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","pcl_status":"F","pcl_completion_date":"2025-05-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"n_martineau@outlook.com","pcl_completion_date_5":"2030-05-16","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36043","email":"ana@martehris.com","first_name":"Ana","last_name":"Marte","phone":"3478505714","orgname":"Marte HRIS Solutions","customer_acct_name":"Marte HRIS Solutions","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ana Marte, CPP","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"347","members_type":"CAND","do_id":"L25C02267","new_member_date_2":"2022-04-11","phone_2":"3478505714","province":"CT","zerobounce_reason":"unknown","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"311844","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C02267","last_act_type":"2023-06-14","pcl_status":"F","pcl_completion_date":"2022-08-21","number_of_passed_courses":"0","trc":"False","wera":"False","sendapplicationform":"2025-11-26T11:58:00-05:00","blocnote":"LNC \/ 26 November 2025 Completed - sent documents to renew","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:02:00-05:00","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":"Yes","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"wasn't able to connect on the APP","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"more of payroll tax","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"not able","engagingstrategiesspecify":"more virtual events","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","intcode":"02","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"02","npi_email_temp":"ana@martehris.com","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"34831","email":"cfeniquito@gmail.com","first_name":"Cheryl","last_name":"Feniquito","phone":"4165694753","orgname":"Prodigy Construction Inc.","customer_acct_name":"Prodigy Construction Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"individual_id":"220896","full_name":"Cheryl Feniquito","members_type":"PRO","lead_status":"Lapsed Member","new_member_date_2":"2014-03-03","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4165038152","do_id":"L25P00372","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-21","cpa_certification":"PCP","cert_status":"WITHDRAWN","intcode":"06","blocnote":"June 11 2025 vm\r\nSept 4 2025 vm\n2026 May 15 - reached voicemail, no message left\n2026 May 15 - reached voicemail not set up\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail not set up\n2026 May 21 call reached voicemail.\n2026 May 21 call reached voicemail not set up","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:05-04:00","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25P00372","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-11-07","last_act_type":"2025-07-20","pcl_status":"P","pcl_completion_date":"2014-01-20","pf1_status":"P","pf1_completion_date":"2014-01-29","pf2_status":"P","pf2_completion_date":"2014-02-26","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":"cfeniquito@gmail.com","pcl_completion_date_5":"2019-01-20","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","thewithdrawaldate":"2025-04-21","aitm_status_called":"2026-05-21T09:52:07-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached a voicemail that was not set up, and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail Not Set Up","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail not set up.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Voicemail reached, no interaction","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e7b34d6bccc0515404f909f9dc4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e7b34d6bccc0515404f909f9dc4","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"35128","email":"lashonte_brown17@hotmail.com","first_name":"Lashonte","last_name":"Brown","phone":"4166968686","orgname":"FORREC","customer_acct_name":"FORREC","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Lashonte Brown","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01439","new_member_date_2":"2023-11-14","phone_2":"6474547733","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"297175","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C01439","last_infoline_date_type":"2024-11-09","last_act_type":"2025-04-04","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"F","pf1_completion_date":"2024-03-28","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T14:01:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"lashonte_brown17@hotmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"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":"15","blocnote":"18 aout 2025 n'est plus en poste\n2026 May 08 call initiated but no conversation, disconnected due to inactivity","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:21-04:00","temp_do_id_for_auto_old_do_id":"L25A00354","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:21-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was initiated but no conversation took place as the user only pressed a digit and there was no further interaction before disconnection due to inactivity.","aitm_callsummarytitle":"No conversation, call disconnected","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","old_int_code":"16","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d347567704ac207935f37d003b8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d347567704ac207935f37d003b8","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34402","email":"tenemama@yahoo.fr","first_name":"N'Deye","last_name":"Sylla","phone":"8678736555","orgname":"CSFTNO","customer_acct_name":"CSFTNO","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"209021","full_name":"N'Deye Mama Sylla","do_id":"L25A00724","language":"French","canceldate":"2021-03-02","time_zone":"4","area_code":"867","members_type":"AST","new_member_date_2":"2020-01-10","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"NT","paid_thru":"2020-12-31","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-08-25T11:48:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00724","temp_intcode_for_auto_old_int_code":"16","phone_2":"5148088797","last_act_type":"2020-10-01","pcl_status":"P","pcl_completion_date":"2013-03-05","pf1_status":"F","pf1_completion_date":"2020-04-26","pf2_status":"P","pf2_completion_date":"2013-12-02","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"tenemama@yahoo.fr","pcl_completion_date_5":"2018-03-05","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri"}},"seriesid":"163"}
{"contact":{"id":"35190","email":"admin1@tla-o-qui-aht.org","first_name":"Janine","last_name":"Croxall","phone":"2507253350","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Janine Croxall","language":"English","canceldate":"2023-10-03","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C01695","new_member_date_2":"2021-08-30","phone_2":"2509130129","province":"BC","zerobounce_reason":"do_not_mail","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304149","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01695","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-26","pcl_status":"P","pcl_completion_date":"2021-12-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"admin1@tla-o-qui-aht.org","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35356","email":"ramanpreetkaur835@gmail.com","first_name":"Ramanpreet","last_name":"Kaur","phone":"","orgname":"York1 Environmental Solutions","customer_acct_name":"York1 Environmental Solutions","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ramanpreet Kaur, PCP","language":"English","canceldate":"2024-09-04","cpa_certification":"PCP","time_zone":"2","area_code":"437","members_type":"PRO","new_member_date_2":"2026-03-05","pds_april":"1","cert_status":"ACTIVE","phone_2":"4379707176","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","onesentencenotrenewed":"CAND reached 3 years limit for renewal","intcode":"21","individual_id":"290107","pds_july":"1","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"L25C01205","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_act_type":"2026-05-03","company_paid_thru":"2025-10-31","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":"2023-03-29","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"ramanpreetkaur835@gmail.com","pipeline_2_members_only_ast":"","old_do_id":"L25C01205","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","corp_cancel_date":"2026-01-06"}},"seriesid":"163"}
{"contact":{"id":"34044","email":"cedrick.jolifils@hotmail.ca","first_name":"C\u00e9drick","last_name":"Jolifils","phone":"5145502044","orgname":"","customer_acct_name":"","tags":"250821 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"256354","full_name":"C\u00e9drick Jolifils","do_id":"L25A00901","language":"French","canceldate":"2021-11-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2017-09-19","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2021-08-31","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:37-04:00","old_int_code":"16","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25A00901","temp_intcode_for_auto_old_int_code":"06","phone_2":"4505822044","last_act_type":"2020-01-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cedrick.jolifils@hotmail.ca","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:37-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","blocnote":"2026 May 08 call reached voicemail, no contact made","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_48623dd1bdc13599e48feb98063","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_48623dd1bdc13599e48feb98063"}},"seriesid":"163"}
{"contact":{"id":"30626","email":"davejanki17@gmail.com","first_name":"Janki","last_name":"Dave","phone":"4168418593","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":"333612","full_name":"Janki Dave","members_type":"CAND","do_id":"L25C00428","city_1":"Kleinburg","province":"ON","language":"English","phone_2":"4168418593","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":"L25C00428","last_act_type":"2024-04-29","pcl_status":"P","pcl_completion_date":"2024-03-28","number_of_passed_courses":"1","intcode":"10","blocnote":"LNC Nov 6 2025 send email\r\nLNC \/ 16 December 2025 VM\r\nLNC \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T09:36:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","trc":"True","wera":"False","old_int_code":"24","npi_email_temp":"davejanki17@gmail.com","pcl_completion_date_5":"2029-03-28","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"34856","email":"erikakate.delacruz@yahoo.com","first_name":"Erika","last_name":"Cruz","phone":"","orgname":"NL Health Services","customer_acct_name":"NL Health Services","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"347011","full_name":"Erika Kate Dela Cruz","members_type":"CAND","new_member_date_2":"2025-01-30","city_1":"St. Anthony","province":"NL","language":"English","lead_status":"Renewed Lapsed","time_zone":"1","area_code":"709","phone_2":"7094500183","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-12-31","last_act_type":"2025-11-14","pcl_status":"F","pcl_completion_date":"2025-06-03","pf1_status":"F","pf1_completion_date":"2025-09-23","pf2_status":"F","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","temp_do_id_for_auto_old_do_id":"LB2505114","pf2_completion_date":"2026-01-13","npi_email_temp":"erikakate.delacruz@yahoo.com","pcl_completion_date_5":"2030-06-03","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"34809","email":"bradsvetlana@gmail.com","first_name":"Svetlana","last_name":"Brad","phone":"5145982277","orgname":"Conf\u00e9d\u00e9ration des syndicats nationaux (CSN)","customer_acct_name":"Conf\u00e9d\u00e9ration des syndicats nationaux (CSN)","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"305647","full_name":"Svetlana Brad, PCP","lead_status":"Lapsed DEL","members_type":"CORP","new_member_date_2":"2021-09-30","city_1":"Laval","time_zone":"2","province":"QC","language":"French","phone_2":"5147276948","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2025-08-29","paid_thru":"2026-05-31","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2504541","cert_status":"ACTIVE","organization_id":"248157","cpa_certification":"SCP","intcode":"99","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-08-29","company_paid_thru":"2027-05-31","pcl_status":"P","pcl_completion_date":"2022-01-16","pf1_status":"P","pf1_completion_date":"2022-05-01","pf2_status":"P","pf2_completion_date":"2022-10-30","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","do_id":"LB2504541","old_do_id":"L25P00364","npi_email_temp":"bradsvetlana@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34373","email":"sgoffmccue@createto.ca","first_name":"Sharon","last_name":"Goff-McCue","phone":"4169812454","orgname":"CreateTO","customer_acct_name":"CreateTO","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"204913","full_name":"Sharon Goff-McCue, CHRL","do_id":"L25A00717","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2012-08-31","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"9","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"05","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail for Sharon Goffman\n2026-05-08 Dial no answer, phone: +19054279639\n2026 May 11 call reached voicemail for Sharon Goffman\n2026-05-11 Dial no answer, phone: +19054279639\n2026 May 13 call reached voicemail for Karen Goff McHugh\n2026-05-13 Dial no answer, phone: +19054279639\n2026 May 15 call reached voicemail for Sharon Goffman\n2026-05-15 Dial no answer, phone: +19054279639","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:49-04:00","pds_july":"9","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A00717","temp_intcode_for_auto_old_int_code":"05","pds_august":"9","phone_2":"9054279639","pds_september":"9","last_act_type":"2022-01-06","pcl_status":"P","pcl_completion_date":"2015-07-06","pf1_status":"P","pf1_completion_date":"2016-01-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-02-22","number_of_passed_courses":"3","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"sgoffmccue@createto.ca","pcl_completion_date_5":"2020-07-06","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:25-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached a voicemail for Sharon Goffman in the HR department and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached for Sharon Goffman","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_eb7ba218aaa6d2b55e98b79fe47","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_eb7ba218aaa6d2b55e98b79fe47","old_int_code":"06"}},"seriesid":"163"}
{"contact":{"id":"34737","email":"bailliemackey@gmail.com","first_name":"Baillie","last_name":"Mackey","phone":"9053574015","orgname":"Hallex Engineering Ltd.","customer_acct_name":"Hallex Engineering Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"233467","full_name":"Baillie Mackey","do_id":"L25A00810","language":"English","canceldate":"2024-04-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2017-02-22","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"0","blocnote":"June 11 2025 she no longer works there\n2026 May 08 call reached receptionist, no contact with Baillie\n2026 May 11 contact not available, no new contact info provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:46-04:00","old_int_code":"08","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A00810","temp_intcode_for_auto_old_int_code":"08","phone_2":"9055614016","last_act_type":"2023-03-02","pcl_status":"P","pcl_completion_date":"2017-07-02","pf1_status":"P","pf1_completion_date":"2018-04-29","pf2_status":"P","pf2_completion_date":"2021-05-17","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"bailliemackey@gmail.com","pcl_completion_date_5":"2022-07-02","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called to speak with Baillie but was informed by Joanne that Baillie is no longer with the company and no new contact information was available. The call ended without further action.","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","session_id":"call_20bf8c59baa2164235edaf7aa07","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_20bf8c59baa2164235edaf7aa07","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"35110","email":"anniedesjardins790@gmail.com","first_name":"Annie","last_name":"Desjardins","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Annie Desjardins","language":"French","canceldate":"2024-11-02","time_zone":"2","area_code":"438","members_type":"CAND","do_id":"L25C00684","phone_2":"4389881093","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"69836","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C00684","last_act_type":"2023-11-16","pcl_status":"P","pcl_completion_date":"2023-11-20","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"anniedesjardins790@gmail.com","pcl_completion_date_5":"2028-11-20","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"34974","email":"sjeannoel6@gmail.com","first_name":"Samuelle","last_name":"No\u00ebl","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Samuelle Jean No\u00ebl","language":"French","canceldate":"2023-07-11","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C02420","new_member_date_2":"2022-05-16","phone_2":"5148393930","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313034","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02420","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-16","pcl_status":"F","pcl_completion_date":"2022-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sjeannoel6@gmail.com","pcl_completion_date_5":"2027-10-30","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"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","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","corp_cancel_date":"2025-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"35050","email":"miriam442@msn.com","first_name":"Miriam","last_name":"Lencina","phone":"4164194674","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Miriam Lencina","language":"English","canceldate":"2023-03-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C00928","new_member_date_2":"2022-01-10","cert_status":"PENDING","phone_2":"4164194674","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"276455","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C00928","last_act_type":"2022-10-01","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","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T13:53:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"miriam442@msn.com","pcl_completion_date_5":"2024-07-09","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"34106","email":"susannewman1969@gmail.com","first_name":"Susan","last_name":"Newman","phone":"7054971891","orgname":"Canelec Manufacturing and Development Inc.","customer_acct_name":"Canelec Manufacturing and Development Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"262456","full_name":"Susan Newman","do_id":"L25A00919","language":"English","canceldate":"2024-03-02","time_zone":"2","area_code":"705","members_type":"AST","new_member_date_2":"2023-01-18","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"15","blocnote":"June 4 2025 Survey completed  She said that she did not use it enough.\n2026 May 08 brief call with Susan, membership lapse mentioned, call ended abruptly","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:15-04:00","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":"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":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25A00919","temp_intcode_for_auto_old_int_code":"15","phone_2":"9056917948","last_infoline_date_type":"2023-01-26","last_act_type":"2023-03-29","pcl_status":"P","pcl_completion_date":"2018-05-22","pf1_status":"P","pf1_completion_date":"2018-06-17","pf2_status":"P","pf2_completion_date":"2018-07-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-08-15","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"susannewman1969@gmail.com","pcl_completion_date_5":"2023-05-22","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:15-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Susan and introduced herself, mentioning the lapse of Susan's Associate membership. The call was very brief and ended abruptly without further discussion or resolution.","aitm_callsummarytitle":"Brief call with Susan about membership lapse","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6fad9d12455ef2500e6924b2107","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6fad9d12455ef2500e6924b2107","number_of_calls_reached":"1"}},"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":"34167","email":"varghesejoseph_vetticad@yahoo.com","first_name":"Varghese","last_name":"Joseph","phone":"5197661965","orgname":"Complete Bookkeeping Service","customer_acct_name":"Complete Bookkeeping Service","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"265550","full_name":"Varghese Joseph","do_id":"L25A00937","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2019-03-04","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":"june 3 2025 vm\r\nLN Sept 22 2025 Varghese is no longer there.\n2026 May 08 contact answered but Varghese not available and no updated contact info","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:59-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A00937","temp_intcode_for_auto_old_int_code":"16","phone_2":"5142368158","old_int_code":"08","last_act_type":"2026-06-03","pcl_status":"P","pcl_completion_date":"2018-09-09","pf1_status":"P","pf1_completion_date":"2018-10-09","pf2_status":"P","pf2_completion_date":"2018-11-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-03-01","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"varghesejoseph_vetticad@yahoo.com","pcl_completion_date_5":"2023-09-09","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:59-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Varghese but reached a person who stated that Varghese is not available and no one by that name works there. The contact did not have updated contact information for Varghese, and the call ended shortly after.","aitm_callsummarytitle":"Contact Not Varghese, No Updated Info","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e3aaa40165b4dc8eec2fa4b4d87","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e3aaa40165b4dc8eec2fa4b4d87","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35883","email":"eglegraterol@gmail.com","first_name":"Egle","last_name":"Graterol","phone":"4189551110","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Egle Graterol","language":"French","canceldate":"2024-05-02","time_zone":"2","area_code":"418","members_type":"CAND","do_id":"L25C01530","new_member_date_2":"2022-03-01","phone_2":"4189551110","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"299766","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C01530","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-07","pcl_status":"P","pcl_completion_date":"2022-07-11","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":"eglegraterol@gmail.com","pcl_completion_date_5":"2027-07-11","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"35411","email":"qoorsheel101@gmail.com","first_name":"Mursal","last_name":"Saalah","phone":"9052736656","orgname":"Anderson College of Health, Business and Technology","customer_acct_name":"Anderson College of Health, Business and Technology","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mursal Saalah","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01963","new_member_date_2":"2022-05-13","phone_2":"4379957997","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308428","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C01963","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-13","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2023-08-29","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"qoorsheel101@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"34950","email":"riezel.lamang@yahoo.ca","first_name":"Riezel","last_name":"Lamang","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Riezel Lamang","language":"English","canceldate":"2023-03-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01418","new_member_date_2":"2021-01-08","phone_2":"7806953648","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"296497","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01418","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-29","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":"riezel.lamang@yahoo.ca","pcl_completion_date_5":"2026-03-22","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"34627","email":"martine.desgagnes@as.ulaval.ca","first_name":"Martine","last_name":"Desgagnes","phone":"4186337147","orgname":"Amundsen Science","customer_acct_name":"Amundsen Science","tags":"payroll.ca visited, paie.ca visited, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"324356","full_name":"Martine Desgagnes","do_id":"L25A01277","language":"French","canceldate":"2024-06-04","time_zone":"2","area_code":"418","members_type":"AST","new_member_date_2":"2023-04-28","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-03-31","sendapplicationform":"2025-09-15T10:29:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:30-04:00","intcode":"22","blocnote":"L.N. envoyer courriel pour r\u00e9adh\u00e9rer mais navrait pas le temps pour le sondage avait un meeting et a raccrocher direct\r\nLN \/ 16 December 2025 VM\r\nLN \/ 17 December 2025 VM\n2026 May 08 contact reported renewal system issue and requested follow-up in French","last_engaged_date":"2026-05-11","last_login_date":"2025-09-15T11:09:46-04:00","temp_do_id_for_auto_old_do_id":"L25A01277","temp_intcode_for_auto_old_int_code":"22","phone_2":"4186337147","last_act_type":"2023-06-28","member_october":"1","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"10","npi_email_temp":"martine.desgagnes@as.ulaval.ca","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:30-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Martine and informed her about her lapsed Associate membership. Martine expressed difficulty renewing her registration and requested to speak with someone in French or to have the issue corrected. The agent acknowledged the issue and offered to forward it to the appropriate team for follow-up.","aitm_callsummarytitle":"Membership Renewal Issue and Follow-up Requested","notrenewedwanttorenew":"Yes","mini_nps":"3","onesentencenotrenewed":"User had technical issues with renewal and requested assistance.","initialvalue":"Other","othermemberbenefit":"Requested assistance with renewal system","astotherreasonsnottorenew":"Technical issues with renewal system","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","concernquestion":"User requested assistance with renewal system and to speak with someone in French; issue to be forwarded for follow-up.","retell_call_status":"ended","session_id":"call_a59ee2e23c80eeeb2d95f364b82","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a59ee2e23c80eeeb2d95f364b82"}},"seriesid":"163"}
{"contact":{"id":"34863","email":"jennifer.buckley@edmonton.ca","first_name":"Jennifer","last_name":"Buckley","phone":"7805089081","orgname":"Fort Edmonton Management Company","customer_acct_name":"Fort Edmonton Management Company","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Jennifer Buckley","members_type":"CORP","coidnewmbrdate":"2025-01-13","city_1":"Edmonton","language":"English","lead_status":"Lapsed Member","time_zone":"4","area_code":"780","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"346210","paid_thru":"2025-12-31","company_paid_thru":"2025-12-31","number_of_passed_courses":"0","last_act_type":"2026-03-03","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","last_infoline_date_type":"2025-08-12","do_id":"L25O04791","temp_do_id_for_auto_old_do_id":"L25O04791","npi_email_temp":"jennifer.buckley@edmonton.ca","pipeline_2_members_only_ast":"","ln_entered_date":"2026-05-28","old_do_id":"LB2505595","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","corp_cancel_date":"2026-03-03"}},"seriesid":"163"}
{"contact":{"id":"34827","email":"oanceadelia89@yahoo.com","first_name":"Delia","last_name":"Oancea","phone":"5145467838","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":"333079","full_name":"Delia Oancea","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2025-01-07","city_1":"Kitchener","province":"ON","language":"English","time_zone":"2","area_code":"514","phone_2":"5145467838","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-17","paid_thru":"2025-12-31","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2506725","last_act_type":"2025-02-05","old_do_id":"L25C07981","pipeline_2_members_only_ast":"","pcl_status":"P","pcl_completion_date":"2024-05-01","pf1_status":"P","pf1_completion_date":"2024-08-20","pf2_status":"P","pf2_completion_date":"2024-12-19","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Nov 4 2025 Delia said that she just started college and is in another field so that is why she did not renew","dhmsfin_telemarketing_last_contacted_date":"2025-11-04T15:00:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","old_int_code":"10","trc":"True","wera":"False","do_id":"LB2506725","npi_email_temp":"oanceadelia89@yahoo.com","pcl_completion_date_5":"2029-05-01","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"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, TMAI","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":"02","blocnote":"June 4 2025 line busy\r\nAug 21 2025 line busy\r\nLN Nov 19 2025 line busy\n2026-05-08 invalid phone destination, phone: +14164425000\n2026 May 08 call reached voicemail, no conversation\n2026-05-11 invalid phone destination, phone: +14164425000\n2026 May 11 contact wants to renew and sent the email - NPI# 33987","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:48-04:00","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A00626","temp_intcode_for_auto_old_int_code":"02","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","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:36:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_voicemaildetection":"No","usersentiment":"Positive","old_int_code":"08","retell_call_status":"ended","session_id":"call_2bab0dfabb36a48374b5763d2ca","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2bab0dfabb36a48374b5763d2ca","npi_transcriptsummary":"The agent contacted Syed regarding his lapsed Associate membership with the National Payroll Institute. Syed expressed satisfaction with his membership and interest in renewing. The agent confirmed Syed's email and sent him the Associate Membership application form.","aitm_callsummarytitle":"Successful Renewal Interest Call with Syed","notrenewedwanttorenew":"Yes","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","sendapplicationform":"2026-05-11T10:44:00-04:00","mini_nps":"5","initialvalue":"Career","age_range":"46-60","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35094","email":"l.a.stewart.1984@outlook.com","first_name":"Laura","last_name":"Cantin","phone":"7057592554","orgname":"Sault College","customer_acct_name":"Sault College","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Laura Cantin, PCP","language":"English","canceldate":"2024-06-06","cpa_certification":"PCP","time_zone":"2","area_code":"705","members_type":"CORP","do_id":"","new_member_date_2":"2021-01-25","cert_status":"ACTIVE","phone_2":"3066312243","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"297097","organization_id":"7718","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"L25C01435","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-06-15","last_act_type":"2025-03-18","company_paid_thru":"2027-03-31","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"P","pf2_completion_date":"2024-05-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-05-11","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"l.a.stewart.1984@outlook.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01435","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34263","email":"youmin.zhao@gmail.com","first_name":"Youmin","last_name":"Zhao","phone":"5876040185","orgname":"Bouchier Group","customer_acct_name":"Bouchier Group","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"187569","full_name":"Youmin Zhao","do_id":"L25A00691","language":"English","canceldate":"2021-08-04","time_zone":"4","area_code":"587","members_type":"AST","new_member_date_2":"2020-06-17","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"16","blocnote":"June 5 2025 Payroll said no one by the name Youmin there\n2026 May 08 call reached wrong contact, no updated info for Youmin Zhao","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:47-04:00","paid_thru":"2021-05-31","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A00691","temp_intcode_for_auto_old_int_code":"16","phone_2":"7806043127","last_infoline_date_type":"2021-02-16","last_act_type":"2021-02-16","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","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"youmin.zhao@gmail.com","pcl_completion_date_5":"2016-10-12","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Youmin Zhao but the person who answered stated that no one by that name was there and did not have updated contact information. The call ended shortly after with no further action taken.","aitm_callsummarytitle":"Wrong Contact, No Updated Info","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_492306a27cfeba307096eb973c6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_492306a27cfeba307096eb973c6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34131","email":"cst-pierre@fournier-fils.com","first_name":"Claudia","last_name":"St-Pierre","phone":"8198744000","orgname":"L. Fournier et Fils Inc.","customer_acct_name":"L. Fournier et Fils Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"229328","full_name":"Claudia St-Pierre","do_id":"L25A00409","language":"French","canceldate":"2024-05-02","time_zone":"2","area_code":"819","extension_phone_1":"253","members_type":"AST","new_member_date_2":"2019-03-18","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"7","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"7","paid_thru":"2024-02-29","intcode":"15","blocnote":"21 aout 2025 bv\n2026 May 08 call disconnected due to inaudible speech and no clear communication.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","temp_do_id_for_auto_old_do_id":"L25A00409","temp_intcode_for_auto_old_int_code":"15","pds_august":"7","phone_2":"8198601955","pds_september":"7","last_infoline_date_type":"2022-01-20","last_act_type":"2023-01-23","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"cst-pierre@fournier-fils.com","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:55-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Claudia but was unable to understand the user's responses due to inaudible speech. The call ended without a successful conversation or completion of the intended task.","aitm_callsummarytitle":"Call disconnected due to inaudible speech","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Call was disconnected due to inaudible speech and inability to communicate effectively.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"6","astotherreasonsnottorenew":"Call disconnected before reason could be determined.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3557cba651527829b0d91a92643","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3557cba651527829b0d91a92643","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33900","email":"elaine@peopleofthegrizzly.com","first_name":"Elaine","last_name":"Moore","phone":"2506333100","orgname":"Gitlaxt'aamiks Village Government","customer_acct_name":"Gitlaxt'aamiks Village Government","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"individual_id":"95589","full_name":"Elaine Moore","do_id":"L25A00355","language":"English","canceldate":"2021-06-02","time_zone":"5","area_code":"250","extension_phone_1":"3104","members_type":"AST","new_member_date_2":"2019-04-29","lead_status":"Partner","no_email_solicitation":"False","pds_march":"15","pipeline_1_lapsed_members":"","province":"BC","intcode":"06","blocnote":"June 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T17:07:00-04:00","pipeline_2_members_only_ast":"","pds_july":"15","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A00355","temp_intcode_for_auto_old_int_code":"6","pds_august":"15","phone_2":"2056410834","pds_september":"15","last_act_type":"2020-03-16","number_of_passed_courses":"0","pds_october":"15","trc":"False","wera":"False","pds_november":"15","npi_email_temp":"elaine@peopleofthegrizzly.com","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31"}},"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, TMAI","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":"15","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 call started, identity confirmation attempted but conversation mostly inaudible, no renewal discussed","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:48-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25A01303","temp_intcode_for_auto_old_int_code":"15","phone_2":"5142906890","last_act_type":"2023-11-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"m.bonneau@laser-components.com","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact by asking if they were speaking with Michelle. The contact responded with a name, but the conversation was mostly inaudible and no further information or actions were completed.","aitm_callsummarytitle":"Identity Confirmation Attempted, No Further Conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_39aaaadb053edb28df3a3ea778b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_39aaaadb053edb28df3a3ea778b","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34781","email":"cynthiajwiebe@gmail.com","first_name":"Cynthia","last_name":"Wiebe","phone":"7802179966","orgname":"Pet-tek Distribution","customer_acct_name":"Pet-tek Distribution","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"89811","full_name":"Cynthia Wiebe","language":"English","canceldate":"2022-02-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2012-12-20","lead_status":"Refused","no_email_solicitation":"False","pds_march":"8","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"01","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 call went to voicemail, no contact made\n2026 May 08 contact Cynthia declined renewal due to retirement.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","pds_july":"8","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25A00574","temp_intcode_for_auto_old_int_code":"01","pds_august":"8","phone_2":"7805547817","pds_september":"8","last_infoline_date_type":"2019-02-20","last_act_type":"2020-11-30","pcl_status":"P","pcl_completion_date":"2016-07-17","pf1_status":"P","pf1_completion_date":"2016-11-20","pf2_status":"P","pf2_completion_date":"2017-05-21","number_of_passed_courses":"3","pds_october":"8","trc":"True","wera":"False","pds_november":"8","npi_email_temp":"cynthiajwiebe@gmail.com","pcl_completion_date_5":"2021-07-17","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:26:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent spoke with Cynthia regarding her lapsed Associate membership with the National Payroll Institute. Cynthia rated her satisfaction as low and declined to renew, citing retirement as her reason. The call concluded politely with no renewal.","aitm_callsummarytitle":"Membership Non-Renewal Due to Retirement","notrenewedwanttorenew":"No","mini_nps":"1","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_05daee7821b804b55cbe5a43701","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_05daee7821b804b55cbe5a43701","onesentencenotrenewed":"Contact is retired and not interested in renewing membership.","initialvalue":"Designation","astotherreasonsnottorenew":"I'm retired.","old_int_code":"6","age_range":"61+","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00574","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34271","email":"kristal@lanternaccounting.com","first_name":"Kristal","last_name":"Shaw","phone":"4038607259","orgname":"Lantern Accounting Solutions Ltd.","customer_acct_name":"Lantern Accounting Solutions Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"188035","full_name":"Kristal Shaw, CPB","do_id":"L25A00693","language":"English","canceldate":"2022-11-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2014-09-09","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human answer\n2026 May 11 call reached voicemail or gatekeeper, Kristal not available\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 voicemail reached, no message left\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached a person who is not Kristal; Kristal unavailable\n2026 May 19 call reached voicemail, no human interaction\n2026 May 19 call reached voicemail, no contact with Kristal\n2026 May 21 call reached voicemail, no human interaction\n2026 May 21 call reached voicemail, no human interaction\n2026 May 25 voicemail reached, message left for Kristal\n2026 May 25 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:07-04:00","pds_july":"1","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A00693","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","phone_2":"4038607259","pds_september":"1","last_infoline_date_type":"2020-03-20","last_conf_date_type":"2012-07-02","last_act_type":"2022-07-19","pcl_status":"P","pcl_completion_date":"2012-12-14","pf1_status":"P","pf1_completion_date":"2014-12-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-10-28","number_of_passed_courses":"3","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"kristal@lanternaccounting.com","pcl_completion_date_5":"2017-12-14","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:22:08-04:00","number_of_call_attempts":"6","number_of_total_call_attempts":"13","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","session_id":"call_fe83b90713aee60acb0ae5aba02","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fe83b90713aee60acb0ae5aba02","old_int_code":"03","mini_nps":"3","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34987","email":"sealove-hui@hotmail.com","first_name":"Qianhui","last_name":"Sun","phone":"7782905940","orgname":"Organized Crime Agency of BC","customer_acct_name":"Organized Crime Agency of BC","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Qianhui Sun, PCP","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C01672","new_member_date_2":"2021-08-03","cert_status":"ACTIVE","phone_2":"7788581396","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"303520","organization_id":"47814","paid_thru":"2027-06-30","temp_do_id_for_auto_old_do_id":"L25C01672","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-04-16","pcl_status":"P","pcl_completion_date":"2021-10-24","pf1_status":"P","pf1_completion_date":"2021-11-28","pf2_status":"P","pf2_completion_date":"2022-01-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-03-04","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sealove-hui@hotmail.com","pcl_completion_date_5":"2026-10-24","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","company_paid_thru":"2027-06-30","company_status":"A"}},"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, TMAI","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":"02","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 Can be reached only by e-mail\n2026 May 08 reached voicemail, no human answered\n2026 May 08 contact not available, call ended without reaching Andr\u00e9e\n2026 May 11 Reached voicemail, no human answered\n2026 May 11 call reached voicemail not initialized\n2026 May 13 reached voicemail, no human answered\n2026 May 13 call reached uninitialized voicemail service\n2026 May 15 call reached voicemail of receptionist, no human answered\n2026 May 15 contact confirmed membership lapsed, interested in renewal, email sent with application form","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A00542","temp_intcode_for_auto_old_int_code":"02","phone_2":"6138331317","old_int_code":"06","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","latest_paid_thru":"2021-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent contacted Andr\u00e9e to discuss her lapsed Associate membership with the National Payroll Institute and conducted a brief survey about her membership experience. Andr\u00e9e expressed interest in renewing but requested an email with the application form, which the agent sent successfully. The call concluded positively with the user agreeing to consider renewal after receiving the email.","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","session_id":"call_cf7b9181d210d002b840e8a4c10","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cf7b9181d210d002b840e8a4c10","sendapplicationform":"2026-05-15T15:33:00-04:00","mini_nps":"4","initialvalue":"Designation","age_range":"61+","number_of_calls_reached":"1"}},"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, TMAI","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":"15","blocnote":"june 6 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 call reached voicemail at Loblaw Ajax distribution center for Luba Perun\n2026 May 08 voicemail reached, no contact made\n2026 May 11 call reached voicemail of Shar Fannon after transfer attempts\n2026 May 11 call started but ended abruptly after introduction","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:44-04:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A00995","temp_intcode_for_auto_old_int_code":"15","phone_2":"9059037403","last_act_type":"2022-01-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lubaperun@hotmail.ca","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-11T10:26:39-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent reached Luba and introduced herself, but the call was very short and ended abruptly without completing the conversation or any survey questions.","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","session_id":"call_cb62bb7158ecb84e0033de32115","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cb62bb7158ecb84e0033de32115","mini_nps":"3","old_int_code":"6","number_of_calls_reached":"1"}},"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":"2021-03-09","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","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"34136","email":"miljatovic@arcticmail.com","first_name":"Dobrila","last_name":"Miljatovich","phone":"2059371341","orgname":"CIBC","customer_acct_name":"CIBC","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","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":"0","blocnote":"June 4 2025 wrong number\n2026 May 08 call reached voicemail, no contact made\n2026-05-08 invalid phone destination, phone: +17053363027","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:02-04:00","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":"08","phone_2":"2509130496","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","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:24-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach the contact but went to voicemail. No conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_bbeca753baf7bf30cfdcac7e6bf","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bbeca753baf7bf30cfdcac7e6bf"}},"seriesid":"163"}
{"contact":{"id":"35024","email":"dominican060461@gmail.com","first_name":"Teresa","last_name":"Breau","phone":"9055442891","orgname":"Rain Carbon Canada Inc.","customer_acct_name":"Rain Carbon Canada Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Teresa Breau","language":"English","canceldate":"2023-05-02","extension_phone_1":"2583","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C00676","new_member_date_2":"2022-03-24","pds_april":"1","phone_2":"9057417398","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"42729","pds_july":"1","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C00676","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_act_type":"2022-03-24","pcl_status":"F","pcl_completion_date":"2019-10-29","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"dominican060461@gmail.com","pcl_completion_date_5":"2024-10-29","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"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","latest_paid_thru":"2022-12-31"}},"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":"2024-09-02","last_conf_date_type":"2019-06-12","last_act_type":"2026-02-27","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","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","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"34338","email":"jeanne.carey@raytheon.com","first_name":"Jeanne","last_name":"Carey","phone":"7815223000","orgname":"Raytheon Canada Limited","customer_acct_name":"Raytheon Canada Limited","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"278815","full_name":"Jeanne Carey, CHRL, CEBS","do_id":"L25A00986","language":"English","canceldate":"2022-10-04","time_zone":"2","area_code":"705","members_type":"AST","new_member_date_2":"2019-08-08","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"0","blocnote":"June 5 2025 vm\r\nSept 3 2025 vm\n2026 May 08 call reached security gatekeeper; Jeanne not available; callback suggested\n2026 May 11 call reached security and transferred to Jeanne Carey in finance department, no further conversation\n2026 May 11 call initiated but no conversation beyond greeting\n2026 May 13 contact informed Jeanne Carey does not work here.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T11:06:40-04:00","pds_july":"1","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A00986","temp_intcode_for_auto_old_int_code":"08","pds_august":"1","phone_2":"2149736606","pds_september":"1","last_infoline_date_type":"2022-06-07","last_act_type":"2022-06-07","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"jeanne.carey@raytheon.com","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31","called_by":"Tri","aitm_status_called":"2026-05-13T11:06:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent called Raytheon LCAN to reach Jeanne Carey but was informed by the respondent that Jeanne Carey does not work there. The call ended after this clarification without further action.","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","session_id":"call_8bb5cd4947c8844d27e61e92e91","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8bb5cd4947c8844d27e61e92e91","number_of_calls_reached":"3","mini_nps":"3","onesentencenotrenewed":"Contact informed that Jeanne Carey does not work at this number.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not found at this number.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"34512","email":"maira.paez@hines.com","first_name":"Maira","last_name":"Paez","phone":"7136218000","orgname":"Hines","customer_acct_name":"Hines","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"321080","full_name":"Maira Paez","do_id":"L25A01250","language":"English","canceldate":"2024-03-02","time_zone":"3","area_code":"713","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":"TX","intcode":"0","blocnote":"05 June 2025 Not in service\n2026-05-08 invalid phone destination, phone: +17139662694","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","old_int_code":"08","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25A01250","temp_intcode_for_auto_old_int_code":"08","last_act_type":"2026-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"maira.paez@hines.com","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:46-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_de6404367858c8264455f250720","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_de6404367858c8264455f250720","phone_2":"7137242365"}},"seriesid":"163"}
{"contact":{"id":"35486","email":"ericahamel@hotmail.com","first_name":"Erica","last_name":"Hamel","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Erica Hamel","language":"English","canceldate":"2023-04-04","cpa_certification":"PCP","time_zone":"5","area_code":"236","members_type":"AST","do_id":"L25A01409","new_member_date_2":"2017-01-24","pds_april":"2","cert_status":"WITHDRAWN_CPE","phone_2":"2369982878","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"114981","intcode":"06","blocnote":"June 11 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:48-04:00","pds_july":"2","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A01409","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":"2008-05-07","pf1_status":"P","pf1_completion_date":"2008-09-18","pf2_status":"P","pf2_completion_date":"2016-08-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-09-06","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"ericahamel@hotmail.com","pcl_completion_date_5":"2013-05-07","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T19:23:27-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_181291c3d380a045b44f8fe7367","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_181291c3d380a045b44f8fe7367","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"34108","email":"emgendron@me.com","first_name":"Emily","last_name":"Gendron","phone":"7058888522","orgname":"Eg Bookkeeping","customer_acct_name":"Eg Bookkeeping","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"306361","full_name":"Emily Gendron","language":"English","canceldate":"2022-12-02","time_zone":"2","area_code":"705","members_type":"AST","new_member_date_2":"2021-10-19","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"01","blocnote":"June 4 2025 vm\r\nAug 28 2025 vm\n2026 May 08 contact declined to discuss membership renewal.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:36-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A01154","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2022-10-01","last_act_type":"2022-10-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"emgendron@me.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:36-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Emily to discuss her lapsed Associate membership with the National Payroll Institute, but Emily declined to engage further in the conversation.","aitm_callsummarytitle":"User declined membership renewal discussion","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"User declined to discuss membership renewal.","initialvalue":"Other","othermemberbenefit":"User did not provide other reasons.","old_int_code":"6","astotherreasonsnottorenew":"User declined to engage in conversation about membership renewal.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","old_do_id":"L25A01154","session_id":"call_ea578e7d06e24591c7c96c9708c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ea578e7d06e24591c7c96c9708c","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34209","email":"marite@comptasimplifiee.com","first_name":"Marit\u00e9","last_name":"Godin","phone":"4503650985","orgname":"La Comptabilit\u00e9 Simplifi\u00e9e Avec Marit\u00e9","customer_acct_name":"La Comptabilit\u00e9 Simplifi\u00e9e Avec Marit\u00e9","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"178017","full_name":"Marit\u00e9 Godin","do_id":"L25A00678","language":"French","canceldate":"2023-03-02","time_zone":"2","area_code":"450","members_type":"AST","new_member_date_2":"2021-01-12","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"14","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","cpa_certification":"SCP","pds_july":"14","paid_thru":"2022-12-31","intcode":"15","blocnote":"21 aout 2025 bv\n2026 May 08 call ended with no conversation, max duration reached","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:46-04:00","temp_do_id_for_auto_old_do_id":"L25A00678","temp_intcode_for_auto_old_int_code":"15","pds_august":"14","phone_2":"4503650985","pds_september":"14","last_infoline_date_type":"2022-03-29","last_act_type":"2022-03-29","pcl_status":"P","pcl_completion_date":"2012-08-22","pf1_status":"P","pf1_completion_date":"2013-06-17","pf2_status":"P","pf2_completion_date":"2013-09-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-12-19","number_of_passed_courses":"4","pds_october":"14","trc":"False","wera":"False","pds_november":"14","npi_email_temp":"marite@comptasimplifiee.com","pcl_completion_date_5":"2017-08-22","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach the contact, but the transcript contains only inaudible speech from the user and repeated greetings from the agent without any meaningful conversation. The call ended due to maximum duration reached without any interaction or task completion.","aitm_callsummarytitle":"No meaningful conversation, call ended by max duration","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9579fc267c86938f1e22ef341f6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9579fc267c86938f1e22ef341f6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34514","email":"despina.levantis@gmail.com","first_name":"Despina","last_name":"Levantis","phone":"4389907731","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"286072","full_name":"Despina Levantis","do_id":"L25A01037","language":"English","canceldate":"2021-05-04","time_zone":"2","area_code":"438","members_type":"AST","new_member_date_2":"2020-03-04","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"15","blocnote":"june 6 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 May 08 call started but disconnected early after introduction","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:56-04:00","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A01037","temp_intcode_for_auto_old_int_code":"15","phone_2":"4389907731","last_act_type":"2020-04-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"despina.levantis@gmail.com","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:56-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Despina and introduced herself, but the call was disconnected shortly after without further conversation or completion of the survey.","aitm_callsummarytitle":"Call disconnected 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","session_id":"call_1d578670c7bab83e99eda958338","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1d578670c7bab83e99eda958338","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35380","email":"tkgraansma@gmail.com","first_name":"Tanya","last_name":"Graansma","phone":"5196310182","orgname":"9519661 Canada Inc.","customer_acct_name":"9519661 Canada Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tanya Graansma","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C01960","new_member_date_2":"2021-12-23","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308409","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01960","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-25","pcl_status":"P","pcl_completion_date":"2022-04-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-06-17","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"tkgraansma@gmail.com","pcl_completion_date_5":"2027-04-21","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"35105","email":"rhondadarbyson@gmail.com","first_name":"Rhonda","last_name":"Darbyson","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rhonda Darbyson","language":"English","canceldate":"2023-09-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C02686","new_member_date_2":"2022-07-26","phone_2":"2508038616","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314888","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02686","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-26","pcl_status":"P","pcl_completion_date":"2022-11-09","pf1_status":"P","pf1_completion_date":"2022-12-04","pf2_status":"P","pf2_completion_date":"2023-02-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"rhondadarbyson@gmail.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"34374","email":"julie@swiftconnect.io","first_name":"Julie","last_name":"Rivard","phone":"2039050979","orgname":"Technology Ipseite Inc.","customer_acct_name":"Technology Ipseite Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"315429","full_name":"Julie Rivard","do_id":"L25A01217","language":"French","canceldate":"2023-10-03","time_zone":"2","area_code":"203","members_type":"AST","new_member_date_2":"2022-08-11","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2023-07-31","intcode":"07","blocnote":"21 aout 2025 ligne occupe\n2026-05-08 dial busy, phone:  +12039050979","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","temp_do_id_for_auto_old_do_id":"L25A01217","temp_intcode_for_auto_old_int_code":"07","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":"julie@swiftconnect.io","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:53-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"6","retell_call_status":"not_connected","session_id":"call_c432ba2c55920cc79f7ffa5e433","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c432ba2c55920cc79f7ffa5e433"}},"seriesid":"163"}
{"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, TMAI","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":"16","blocnote":"June 4 2025 no answer\r\nAug 28 2025 no answer\n2026 May 08 call intercepted by automated system, no human reached","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:21-04:00","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A01147","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-02-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tunbum99@gmail.com","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:21-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Olubunmi but was intercepted by an automated system providing options and information about the dialed number. The agent ended the call after realizing it was not a human answering.","aitm_callsummarytitle":"Call intercepted by automated system, no human reached","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9d826f447be3805fcafb69ed250","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9d826f447be3805fcafb69ed250","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34606","email":"kdroppers@seagen.com","first_name":"Kris","last_name":"Droppers","phone":"4255274591","orgname":"Seagen, Inc.","customer_acct_name":"Seagen, Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"323719","full_name":"Kris Droppers","do_id":"L25A01272","language":"English","canceldate":"2024-06-04","time_zone":"5","area_code":"425","members_type":"AST","new_member_date_2":"2023-04-12","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"WA","intcode":"06","blocnote":"06 June 2025 Cannot be reached\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 voicemail reached, no human contact\n2026 May 15 call reached voicemail, message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:46-04:00","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A01272","temp_intcode_for_auto_old_int_code":"06","phone_2":"2063727601","last_act_type":"2026-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kdroppers@seagen.com","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:32-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c8322f3e5e64bf6841779f7f179","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c8322f3e5e64bf6841779f7f179","npi_transcriptsummary":"The call reached voicemail and the agent left a message for the contact Kris.","aitm_callsummarytitle":"Voicemail reached, message left","notrenewedwanttorenew":"No","ivrdetector":"Yes","old_int_code":"16","callsequence":"Not reached","human_or_not":"No"}},"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, TMAI","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":"15","blocnote":"10 June 2025 Discontinued\n2026 May 08 call initiated, identity confirmed but call ended quickly with no further interaction.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"16","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01288","temp_intcode_for_auto_old_int_code":"15","phone_2":"5142177979","last_act_type":"2023-02-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"anca_barsan@hotmail.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:58-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Anca and confirmed the identity but the call was very brief and ended without further conversation or task completion.","aitm_callsummarytitle":"Brief call with identity confirmation only","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No conversation or renewal intent expressed due to brief call.","initialvalue":"Other","othermemberbenefit":"No information provided.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a27032cacf58150213093ec179d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a27032cacf58150213093ec179d","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34967","email":"jlaeserm@hotmail.com","first_name":"James","last_name":"Laeser","phone":"7788913556","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"James Laeser","language":"English","canceldate":"2024-09-04","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02670","new_member_date_2":"2023-07-05","phone_2":"7788913556","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"314760","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C02670","last_act_type":"2023-05-07","pcl_status":"P","pcl_completion_date":"2022-09-04","pf1_status":"P","pf1_completion_date":"2022-10-30","pf2_status":"F","pf2_completion_date":"2023-09-28","number_of_passed_courses":"2","intcode":"06","blocnote":"LNC Nov 5 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":"2025-12-17T16:55:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","old_int_code":"10","trc":"True","wera":"False","npi_email_temp":"jlaeserm@hotmail.com","pcl_completion_date_5":"2027-09-04","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"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, TMAI","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":"0","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 reached voicemail, left message\n2026 May 08 call ended after max duration with no user interaction or renewal interest.\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached automated system, no human interaction.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:45-04:00","paid_thru":"2021-07-31","temp_do_id_for_auto_old_do_id":"L25A00441","temp_intcode_for_auto_old_int_code":"08","phone_2":"8669016471","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","latest_paid_thru":"2021-07-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:26:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The call was an outbound attempt to offer a free medical alert system, but the interaction was with an automated system rather than a human. The agent was unable to respond to the user's automated prompts and ended the call after a brief exchange.","aitm_callsummarytitle":"Call reached automated system, no human interaction","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f6852ede84cd146d0d573448a99","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f6852ede84cd146d0d573448a99","mini_nps":"3","onesentencenotrenewed":"Contact did not engage with the agent and was interacting with an automated system.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Call reached an automated system, no human interaction.","age_range":"Preferred not to say","number_of_calls_reached":"2","old_int_code":"08"}},"seriesid":"163"}
{"contact":{"id":"35241","email":"nalam.bdn@gmail.com","first_name":"MD","last_name":"Alam","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"MD Noor A Alam","language":"English","canceldate":"2023-09-02","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C02702","new_member_date_2":"2022-07-27","phone_2":"2048154014","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314959","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02702","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nalam.bdn@gmail.com","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"35518","email":"tcomeau67@gmail.com","first_name":"Patricia","last_name":"Comeau","phone":"2048891015","orgname":"Winpak","customer_acct_name":"Winpak","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Patricia Comeau","language":"English","canceldate":"2024-10-02","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C02734","new_member_date_2":"2022-08-26","phone_2":"2049993207","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315244","pipeline_2_members_only_ast":"","paid_thru":"2024-07-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_do_id_for_auto_old_do_id":"L25C02734","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-07-04","pcl_status":"P","pcl_completion_date":"2022-12-11","pf1_status":"P","pf1_completion_date":"2023-04-02","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"tcomeau67@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"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":"2020-04-12","last_act_type":"2020-08-12","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","latest_paid_thru":"2021-02-28"}},"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","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"34130","email":"adeela.chaudhry@jtac787.org","first_name":"Adeela","last_name":"Chaudhry","phone":"9057909662","orgname":"JTAC","customer_acct_name":"JTAC","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"263415","full_name":"Adeela Chaudhry","do_id":"L25A00926","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2018-05-11","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"0","blocnote":"June 4 2025 vm\r\nSept 3 2025 Adeela not in directory\n2026 May 08 call reached JTAC training center automated directory, Adeela not found","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:10-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A00926","temp_intcode_for_auto_old_int_code":"08","phone_2":"9057909711","last_act_type":"2026-04-30","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"F","pf1_completion_date":"2019-10-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-04-26","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"adeela.chaudhry@jtac787.org","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:09-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called the JTAC training center but reached an automated company directory instead of the intended contact, Adeela. The agent attempted to find Adeela in the directory but was unsuccessful and ended the call politely.","aitm_callsummarytitle":"Reached Automated Directory, No Contact Found","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9ce60c4ce31d35b227ce29d8d19","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9ce60c4ce31d35b227ce29d8d19","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35682","email":"kendylwhiskin@gmail.com","first_name":"Kendyl","last_name":"Whiskin","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kendyl Whiskin","language":"English","canceldate":"2024-10-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02753","new_member_date_2":"2022-08-17","phone_2":"4035895619","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315367","paid_thru":"2024-07-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C02753","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-09-20","last_act_type":"2023-09-20","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","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"kendylwhiskin@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"34801","email":"serhan.sharlene@nesd.ca","first_name":"Sharlene","last_name":"Serhan","phone":"3067521239","orgname":"North East School Division No. 200","customer_acct_name":"North East School Division No. 200","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"94994","full_name":"Sharlene Serhan","do_id":"L25A00581","language":"English","canceldate":"2022-06-02","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2005-09-22","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"SK","cpa_certification":"CPM","intcode":"16","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 reached voicemail of Jackie Brickell, payroll supervisor with the Northeast School Division\n2026-05-08 invalid phone destination, phone: +13068625647","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:48-04:00","pds_july":"1","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A00581","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"3068625647","pds_september":"1","last_act_type":"2025-04-24","pf2_status":"P","pf2_completion_date":"2008-07-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-07-31","number_of_passed_courses":"2","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"serhan.sharlene@nesd.ca","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:56:43-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call reached the voicemail of Jackie Brickell, payroll supervisor with the Northeast School Division, and no conversation took place.","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","session_id":"call_1cf5ab3fd4e53c83dd609bec945","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1cf5ab3fd4e53c83dd609bec945","old_int_code":"08"}},"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":"2024-07-06","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","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"34461","email":"molguin@vizimax.com","first_name":"Marco","last_name":"Olguin","phone":"4506790003","orgname":"Vizimax","customer_acct_name":"Vizimax","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"318627","full_name":"Marco Olguin","do_id":"L25A01238","language":"French","canceldate":"2024-01-05","time_zone":"2","area_code":"450","members_type":"AST","new_member_date_2":"2022-11-11","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2023-10-31","intcode":"03","blocnote":"2 sept 2025 nest plus en poste\n2026 May 08 call to Vizimax to reach Marco Olguin; contact did not know department; call ended without reaching Marco","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:39-04:00","temp_do_id_for_auto_old_do_id":"L25A01238","temp_intcode_for_auto_old_int_code":"03","phone_2":"4388859950","last_act_type":"2022-10-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"molguin@vizimax.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:39-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Vizimax to reach Marco Olguin on behalf of the National Payroll Institute but was unable to locate him as the person answering did not know which department Marco was in. The agent ended the call after the contact could not provide further assistance.","aitm_callsummarytitle":"Unable to Reach Marco Olguin at Vizimax","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"16","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3240ef595deb8e631cd11a754fc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3240ef595deb8e631cd11a754fc"}},"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":"260522 Lapsed DEL","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":"2026-05-28","organization_id":"350014","canceldate":"2015-06-01","cert_status":"WITHDRAWN_CPE","pds_july":"6","cpa_certification":"PCP","paid_thru":"2027-04-30","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":"2026-04-05","company_paid_thru":"2027-04-30","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\/2027","latest_paid_thru":"2027-04-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34219","email":"tpfefer@posera.com","first_name":"Tisa","last_name":"Pfefer","phone":"5194340528","orgname":"Posera Ltd.","customer_acct_name":"Posera Ltd.","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"268360","full_name":"Tisa Pfefer","do_id":"L25A00952","language":"English","canceldate":"2021-12-02","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2019-10-08","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"05 June 2025 Number not in service\n2026-05-08 invalid phone destination, phone: +15194340528\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 invalid phone destination, phone: +15194340528\n2026 May 11 call started, agent introduced herself and mentioned lapsed membership, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:48-04:00","old_int_code":"08","pds_july":"3","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25A00952","temp_intcode_for_auto_old_int_code":"15","pds_august":"3","phone_2":"5198300444","pds_september":"3","last_infoline_date_type":"2021-04-20","last_act_type":"2021-04-29","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"tpfefer@posera.com","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","called_by":"Tri","aitm_status_called":"2026-05-11T10:41:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e2d9fd4f9a03deb007861c2aa85","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e2d9fd4f9a03deb007861c2aa85","npi_transcriptsummary":"The agent reached Tisa and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. 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","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35170","email":"annmintran8@gmail.com","first_name":"Anna","last_name":"Tran","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Anna Tran","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01188","new_member_date_2":"2022-11-08","phone_2":"4165671812","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"289731","paid_thru":"2024-10-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C01188","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2021-04-16","last_act_type":"2023-10-31","pcl_status":"F","pcl_completion_date":"2024-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"annmintran8@gmail.com","pcl_completion_date_5":"2029-04-24","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"34100","email":"ra.evans@sasktel.net","first_name":"Angela","last_name":"Evans","phone":"3065255227","orgname":"Lipsett Cartage Ltd.","customer_acct_name":"Lipsett Cartage Ltd.","tags":"npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"262338","full_name":"Angela Evans","do_id":"L25A00917","language":"English","canceldate":"2024-04-02","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2018-04-05","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"SK","blocnote":"04 June 2025 Completed - she wants the application form so she can renew\r\nLN \/ 22 October 2025 She may be retiring soon\n2026 May 08 contact not available, callback scheduled for Monday.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","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":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"10","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A00917","temp_intcode_for_auto_old_int_code":"10","phone_2":"3065707833","last_act_type":"2023-10-01","old_int_code":"11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ra.evans@sasktel.net","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Angela Evans but was informed she was not available. The contact suggested calling back on Monday, and the call ended without further discussion.","aitm_callsummarytitle":"Callback Scheduled for Angela","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact was not available and requested a callback on Monday.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not available, callback scheduled.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9ce7ba4edb06fbed42a7d98a0ef","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9ce7ba4edb06fbed42a7d98a0ef","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33851","email":"jbuchanan@rogers.com","first_name":"Jennifer","last_name":"Buchanan","phone":"2898511076","orgname":"Fidelity PAC Metals Ltd.","customer_acct_name":"Fidelity PAC Metals Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"222098","full_name":"Jennifer Buchanan","language":"English","canceldate":"2022-03-02","time_zone":"2","area_code":"289","extension_phone_1":"310","members_type":"AST","new_member_date_2":"2014-01-16","lead_status":"Refused","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","cpa_certification":"PCP","intcode":"01","blocnote":"june 3 2025 vm\r\nLN Sept 22 2025 She is no longer with the company\n2026 May 08 call reached voicemail at extension 310, no message left\n2026 May 08 contact declined renewal due to retirement - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:33-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25A00345","temp_intcode_for_auto_old_int_code":"01","phone_2":"9057908026","old_int_code":"06","last_infoline_date_type":"2021-12-07","last_act_type":"2021-12-07","pcl_status":"P","pcl_completion_date":"2014-04-23","pf1_status":"P","pf1_completion_date":"2014-12-17","pf2_status":"P","pf2_completion_date":"2015-04-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-09-15","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"jbuchanan@rogers.com","pcl_completion_date_5":"2019-04-23","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent spoke with Jennifer regarding her lapsed Associate membership with the National Payroll Institute. Jennifer confirmed her age range as 61+, rated her satisfaction as very high, but declined to renew her membership, citing retirement as the reason. The call concluded politely with the agent thanking Jennifer for her time.","aitm_callsummarytitle":"Membership Non-Renewal Due to Retirement","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7fedd1cbdce31ddacf0c5d4453e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7fedd1cbdce31ddacf0c5d4453e","mini_nps":"5","onesentencenotrenewed":"Contact is retired and no longer working in payroll.","initialvalue":"Help with Complex","astotherreasonsnottorenew":"I'm retired.","age_range":"61+","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00345","number_of_calls_reached":"1"}},"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":"2020-06-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"carrie.buckley@amgreetings.com","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28"}},"seriesid":"163"}
{"contact":{"id":"35080","email":"marysvasanth@gmail.com","first_name":"Mary","last_name":"Vasanthakumar","phone":"5142737741","orgname":"Samuelsohn","customer_acct_name":"Samuelsohn","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mary Sagana Vasanthakumar","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C02683","new_member_date_2":"2022-08-29","phone_2":"5145469671","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314876","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":"L25C02683","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-05-20","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-07-08","pf2_status":"P","pf2_completion_date":"2023-12-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"marysvasanth@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"36065","email":"onerajitha@yahoo.com","first_name":"Rajitha","last_name":"Ranasgalla","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rajitha Ranasgalla","language":"English","canceldate":"2023-06-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C02269","new_member_date_2":"2022-04-07","phone_2":"5879902890","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"311870","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":"L25C02269","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-04","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","trc":"True","wera":"False","npi_email_temp":"onerajitha@yahoo.com","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"34464","email":"ghislaine_lara_roy@yahoo.ca","first_name":"Ghislaine","last_name":"Roy","phone":"5147884747","orgname":"PCI R\u00e9mun\u00e9ration-conseil","customer_acct_name":"PCI R\u00e9mun\u00e9ration-conseil","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"318029","full_name":"Ghislaine Roy","language":"French","canceldate":"2023-12-02","time_zone":"2","area_code":"514","extension_phone_1":"221","members_type":"AST","new_member_date_2":"2022-10-25","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"QC","paid_thru":"2023-09-30","intcode":"01","blocnote":"2 sept 2025 bc\n2026 May 08 call reached voicemail, no message left\n2026 May 08 contact refused to renew membership and declined survey questions.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:56-04:00","temp_do_id_for_auto_old_do_id":"L25A00488","temp_intcode_for_auto_old_int_code":"01","phone_2":"5142935998","last_act_type":"2022-07-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ghislaine_lara_roy@yahoo.ca","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:19-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Ghislaine regarding her lapsed Associate membership with the National Payroll Institute. Ghislaine declined to renew, stating she did not proceed with the carrier, and refused to answer further survey questions. The call ended with the user hanging up.","aitm_callsummarytitle":"Membership Non-Renewal Declined","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_538a586c6d784e818c62266e346","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_538a586c6d784e818c62266e346","onesentencenotrenewed":"Because I will not go forward with this carrier.","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00488"}},"seriesid":"163"}
{"contact":{"id":"33918","email":"kchoi@cantiro.ca","first_name":"Kai","last_name":"Choi","phone":"7804066195","orgname":"Cantiro Management Inc.","customer_acct_name":"Cantiro Management Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","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":"0","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\n2026 May 08 call not connected, number not in service","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:45-04:00","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":"08","last_infoline_date_type":"2022-02-06","last_act_type":"2022-02-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kchoi@cantiro.ca","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was not connected as the number dialed was not in service.","aitm_callsummarytitle":"Call not connected - number not in service","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","old_int_code":"08","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_aa3ce48e1dd0a0ad94ee9c862ae","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_aa3ce48e1dd0a0ad94ee9c862ae","number_of_calls_reached":"1","phone_2":"7804844389"}},"seriesid":"163"}
{"contact":{"id":"34703","email":"ckristjanson@ennsbros.com","first_name":"Carolyn","last_name":"Kristjanson","phone":"2044753667","orgname":"Enns Brothers","customer_acct_name":"Enns Brothers","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"327452","full_name":"Carolyn Kristjanson","do_id":"L25A01300","language":"English","canceldate":"2024-09-04","time_zone":"3","area_code":"204","members_type":"AST","new_member_date_2":"2023-07-31","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"MB","intcode":"06","blocnote":"june 9 2025 vm\r\nLN \/ 01 October 2025 Survey completed - the new payroll professional is a member\n2026 May 08 call reached voicemail, no conversation completed","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A01300","temp_intcode_for_auto_old_int_code":"06","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":"the payroll professional has a membership","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":"4","age_range":"Prefers not to say","selfpayrollproficiency":"Basic","old_int_code":"01","last_infoline_date_type":"2023-07-28","last_act_type":"2023-07-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ckristjanson@ennsbros.com","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:46-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Carolyn but ended up going to voicemail. The agent tried to confirm the contact's identity but did not complete the conversation or any tasks.","aitm_callsummarytitle":"Voicemail reached, no conversation","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5fd6690c96c284e9810cbc02f1e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5fd6690c96c284e9810cbc02f1e"}},"seriesid":"163"}
{"contact":{"id":"35410","email":"williamson.cathy.l@gmail.com","first_name":"Cathy","last_name":"Williamson","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Cathy Williamson","language":"English","canceldate":"2023-04-04","cpa_certification":"PCP","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C01473","new_member_date_2":"2022-01-28","cert_status":"PENDING","phone_2":"5874343833","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"298563","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C01473","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-22","pcl_status":"P","pcl_completion_date":"2021-09-05","pf1_status":"P","pf1_completion_date":"2021-10-17","pf2_status":"P","pf2_completion_date":"2021-11-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-03-22","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"williamson.cathy.l@gmail.com","pcl_completion_date_5":"2026-09-05","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"34269","email":"leona_aka_money@hotmail.com","first_name":"Leona","last_name":"Grosbeck","phone":"5192895555","orgname":"Chippewas of the Thames First Nation","customer_acct_name":"Chippewas of the Thames First Nation","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"82600","full_name":"Leona Grosbeck","do_id":"L25A00442","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"519","extension_phone_1":"274","members_type":"AST","new_member_date_2":"2007-08-08","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","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 May 08 contact questioned call authenticity and ended call early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:56-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25A00442","temp_intcode_for_auto_old_int_code":"15","phone_2":"5193181547","last_act_type":"2025-04-24","pf2_status":"P","pf2_completion_date":"2010-08-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-12-09","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"leona_aka_money@hotmail.com","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:56-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached a person who questioned if the caller was a real person. The agent identified themselves as Ellen from the National Payroll Institute, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call ended early due to skepticism","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact questioned if the caller was a real person and did not engage further.","initialvalue":"Other","othermemberbenefit":"Skepticism about call authenticity","old_int_code":"6","astotherreasonsnottorenew":"Contact was skeptical about the call authenticity and did not proceed.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_18cc020da7b3666cc96d8bf8034","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_18cc020da7b3666cc96d8bf8034","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34381","email":"una-li@hotmail.com","first_name":"Vicky","last_name":"Li","phone":"7789911205","orgname":"","customer_acct_name":"","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"315729","full_name":"Vicky Li","do_id":"L25A01219","language":"English","canceldate":"2023-10-03","time_zone":"5","area_code":"778","members_type":"AST","new_member_date_2":"2022-08-18","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"16","blocnote":"05 June 2025 Discontinued number\n2026 May 08 wrong number reached, call ended quickly","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:46-04:00","old_int_code":"08","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A01219","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-04-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"una-li@hotmail.com","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called the number but reached the wrong person who indicated it was a wrong number. The call ended quickly without further conversation.","aitm_callsummarytitle":"Wrong number reached, call ended","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_da1e6642c0c6c661c3561abeff1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_da1e6642c0c6c661c3561abeff1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35119","email":"natalie.halipchak@gmail.com","first_name":"Nataliia","last_name":"Halipchak","phone":"5194524034","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nataliia Halipchak","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C02434","new_member_date_2":"2022-07-05","phone_2":"2265030686","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313096","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C02434","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-08-28","last_act_type":"2024-11-18","pcl_status":"P","pcl_completion_date":"2024-04-23","pf1_status":"F","pf1_completion_date":"2024-09-23","pf2_status":"F","pf2_completion_date":"2024-09-10","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"natalie.halipchak@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"35061","email":"beriricha@gmail.com","first_name":"Richa","last_name":"Beri","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Richa Beri","language":"English","canceldate":"2023-12-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C00929","new_member_date_2":"2019-10-16","cert_status":"PENDING","phone_2":"4166661619","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"276460","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25C00929","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-12","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","trc":"True","wera":"False","npi_email_temp":"beriricha@gmail.com","pcl_completion_date_5":"2024-07-09","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"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":"2021-01-11","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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"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, TMAI","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":"02","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 contact wants to renew and sent the email - NPI# 34770","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:47-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A00821","temp_intcode_for_auto_old_int_code":"02","phone_2":"2506863163","last_act_type":"2023-01-02","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","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T14:31:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent Ellen successfully reached Kristi and discussed her lapsed Associate membership with the National Payroll Institute. Kristi expressed satisfaction with her membership and agreed to renew, confirming her email for sending the application form. The agent sent the renewal application email and concluded the call politely.","aitm_callsummarytitle":"Successful Renewal Call with Kristi","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_ec706999ebcf15d992bfe2a2c06","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ec706999ebcf15d992bfe2a2c06","sendapplicationform":"2026-05-08T14:35:00-04:00","mini_nps":"5","initialvalue":"Help with Complex","age_range":"31-45","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33747","email":"pamela.hopkins@gates.com","first_name":"Pamela","last_name":"Hopkins","phone":"5197594141","orgname":"Gates Canada Inc","customer_acct_name":"Gates Canada Inc","tags":"NPI LN sent to TM, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"280516","full_name":"Pamela Hopkins","members_type":"CORP","lead_status":"Refused","new_member_date_2":"2019-09-18","coidnewmbrdate":"1993-01-01","city_1":"Brantford","time_zone":"2","province":"ON","language":"English","phone_2":"5197571617","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2021-11-02","intcode":"06","blocnote":"Apr 17 2025 vm  May 8 2025 vm\r\nAug 12 2025 vm\r\nLN Oct 31 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T13:21:00-04:00","organization_id":"8700","pds_july":"1","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2506771","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"LB2506771","pds_september":"1","last_conf_date_type":"2026-06-02","last_act_type":"2022-05-31","pcl_status":"F","pcl_completion_date":"2020-01-05","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","do_id":"","npi_email_temp":"pamela.hopkins@gates.com","pcl_completion_date_5":"2025-01-05","formatted_paid_thru":"31\/01\/2027","company_paid_thru":"2027-01-31","latest_paid_thru":"2027-01-31","corp_cancel_date":"2025-04-02","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34942","email":"ashleyzaro@gmail.com","first_name":"Ashley","last_name":"Zaro","phone":"7786760318","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"260624","full_name":"Ashley Zaro","members_type":"AST","do_id":"AST1942","lead_status":"Member","new_member_date_2":"2025-04-24","city_1":"Victoria","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7786760318","pipeline_2_members_only_ast":"Pre-membership expiration","sendwelcomeapplicationform":"2025-05-16T13:31:00-04:00","blocnote":"May 4 2026 vm  May 6 2026 vmMay 21 2026 vm\r\nMay 25 2026 vm May 27 2026 vm \r\nJune 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T17:21:00-04:00","onesentencenotrenewed":"","intcode":"06","source_of_membership":"Seminar","job_title":"HRAdmin","payroll_experience_in_years":"2-5","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":"31-45","pipeline_1_lapsed_members":"","cert_status":"WITHDRAWN","old_int_code":"25","canceldate":"2022-11-02","cpa_certification":"PCP","paid_thru":"2026-03-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1942","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2023-08-30","last_act_type":"2025-04-24","last_engaged_date":"2025-10-07","telemarketing_call_date":"2025-05-16","pcl_status":"P","pcl_completion_date":"2018-06-03","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2022-01-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-11-23","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","sendaidate":"2025-12-01T10:13:34-05:00","npi_email_temp":"ashleyzaro@gmail.com","apx_entered_date":"2026-02-14","pcl_completion_date_5":"2023-06-03","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31"}},"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, AI Contacts sent to TM 2026, 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":"2026-12-05","last_act_type":"2026-12-05","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","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"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":"260522 Lapsed DEL","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":"LB2506015","old_int_code":"24","last_infoline_date_type":"2021-05-01","last_act_type":"2021-01-29","company_paid_thru":"2027-04-30","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","npi_email_temp":"lauralaverneball@gmail.com","pcl_completion_date_5":"2019-09-15","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34123","email":"sskubleny@gmail.com","first_name":"Suzanne","last_name":"Skubleny","phone":"7809510709","orgname":"2146620 Alberta Ltd.","customer_acct_name":"2146620 Alberta Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"263379","full_name":"Suzanne Skubleny","language":"English","canceldate":"2024-07-03","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2018-05-11","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"01","blocnote":"June 4 2025 vm\r\nAug 21 2025 vm\n2026 May 08 voicemail reached for Suzanne Skublini\n2026 May 08 voicemail reached, no contact made\n2026 May 11 reached voicemail of Suzanne Skoglenning\n2026 May 11 contact answered, completed survey, declined renewal citing insufficient use of membership benefits.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:06:45-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A00924","temp_intcode_for_auto_old_int_code":"01","phone_2":"7809510709","last_infoline_date_type":"2022-02-14","last_act_type":"2023-01-03","pcl_status":"P","pcl_completion_date":"2018-09-02","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":"sskubleny@gmail.com","pcl_completion_date_5":"2023-09-02","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-11T12:21:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent contacted Suzanne regarding her lapsed Associate membership with the National Payroll Institute. Suzanne answered the survey questions, expressed satisfaction with the membership, but ultimately declined to renew, citing insufficient use of the membership benefits. The call concluded politely with no renewal.","aitm_callsummarytitle":"Membership Survey and Declined Renewal","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c875656ef0ed3bcdd575a5cf895","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c875656ef0ed3bcdd575a5cf895","mini_nps":"5","onesentencenotrenewed":"Did not use the membership enough to justify the fee.","initialvalue":"Help with Complex","age_range":"46-60","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00924","number_of_calls_reached":"1"}},"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":"2023-04-05","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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"34868","email":"emily.mills@arcelormittal.com","first_name":"Emily","last_name":"Mills","phone":"9055487200","orgname":"ArcelorMittal Dofasco G.P.","customer_acct_name":"ArcelorMittal Dofasco G.P.","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Emily Mills, CHRP","members_type":"CORP","organization_id":"37574","coidnewmbrdate":"2025-01-23","city_1":"Stoney Creek","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","extension_phone_1":"3759","area_code":"905","phone_2":"9059207903","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"243809","paid_thru":"2026-12-31","pds_august":"2","pds_september":"2","last_infoline_date_type":"2026-01-22","last_act_type":"2026-01-22","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2017-08-06","pf1_status":"P","pf1_completion_date":"2017-11-20","pf2_status":"P","pf2_completion_date":"2022-10-24","number_of_passed_courses":"3","pds_october":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pds_november":"2","do_id":"LB2505088","temp_do_id_for_auto_old_do_id":"LB2505088","npi_email_temp":"emily.mills@arcelormittal.com","pcl_completion_date_5":"2022-08-06","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","corp_cancel_date":"2023-07-11","company_status":"A"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached automated system at White Plains Forest School, no human conversation\n2026 May 13 voicemail reached, no contact with Fanny Sun\n2026 May 13 call reached voicemail, no contact made.\n2026 May 15 reached voicemail of Fannie Sun, payroll supervisor\n2026 May 15 call reached voicemail, no human interaction\n2026 May 19 call reached voicemail of Fanny Sun\n2026 May 19 reached voicemail, no contact made\n2026 May 21 call reached gatekeeper, contact on vacation, no voicemail left\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T15:12:04-04:00","pds_july":"4","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A00440","temp_intcode_for_auto_old_int_code":"06","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","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-21T15:27:03-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"11","npi_transcriptsummary":"The call reached the voicemail of the contact named Fanny 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","session_id":"call_e0598719652e535bc1cdbe81808","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e0598719652e535bc1cdbe81808","mini_nps":"3","old_int_code":"03","number_of_calls_reached":"1","onesentencenotrenewed":"No conversation, voicemail reached.","initialvalue":"Other","othermemberbenefit":"No interaction due to voicemail.","astotherreasonsnottorenew":"No interaction due to voicemail.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"35864","email":"teressasifen@gmail.com","first_name":"Sifen","last_name":"Teressa","phone":"8253430323","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sifen Teressa","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"4","area_code":"825","members_type":"CAND","do_id":"L25C02774","new_member_date_2":"2022-08-12","cert_status":"PENDING","phone_2":"8253430323","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"315483","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C02774","last_act_type":"2023-07-18","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-01-18","number_of_passed_courses":"4","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 15 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T17:07:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"True","npi_email_temp":"teressasifen@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"34321","email":"lanieka.white@carters.com","first_name":"LaNieka","last_name":"White","phone":"6783991000","orgname":"Carter's","customer_acct_name":"Carter's","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"277349","full_name":"LaNieka White","do_id":"L25A00981","language":"English","canceldate":"2021-08-04","time_zone":"2","area_code":"678","members_type":"AST","new_member_date_2":"2019-06-21","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"GA","intcode":"0","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 Number not in service\n2026 May 08 call disconnected quickly, number not in service","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","paid_thru":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25A00981","temp_intcode_for_auto_old_int_code":"08","old_int_code":"08","notrenewedother":"Phone cannot be recovered","last_infoline_date_type":"2021-02-17","last_act_type":"2021-02-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lanieka.white@carters.com","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and disconnected quickly as the number dialed was not in service.","aitm_callsummarytitle":"Call disconnected - number not in service","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"The number dialed is not in service.","initialvalue":"Other","astotherreasonsnottorenew":"Number not in service","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a634cd393692118374340938a63","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a634cd393692118374340938a63","number_of_calls_reached":"1","phone_2":"6787911000"}},"seriesid":"163"}
{"contact":{"id":"34152","email":"antonella.napoletano@hsabc.org","first_name":"Antonella","last_name":"Napoletano","phone":"6045170994","orgname":"HSABC","customer_acct_name":"HSABC","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"308973","full_name":"Antonella Napoletano","do_id":"L25A01164","language":"English","canceldate":"2023-03-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2022-01-14","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"15","blocnote":"June 4 2025 vm\r\nAug 21 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call to Health Sciences reception; Antonella not available; no message left.\n2026 May 13 contact not available, no message left, callback planned.\n2026 May 15 call reached a gatekeeper, Antonella not available\n2026 May 19 call ended early after initial greeting, no membership info obtained.","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T14:12:01-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A01164","temp_intcode_for_auto_old_int_code":"15","phone_2":"6045059724","last_act_type":"2022-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"antonella.napoletano@hsabc.org","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-19T14:12:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The agent called to speak with Antonella at Health Sciences but the call ended shortly after the initial greeting and confirmation attempt. The conversation was very brief and did not progress beyond the initial contact attempt.","aitm_callsummarytitle":"Brief call, no contact with Antonella","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_07409bf25ca4b6546c5925ab426","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_07409bf25ca4b6546c5925ab426","mini_nps":"3","onesentencenotrenewed":"No renewal discussion occurred due to brief call and early hangup.","initialvalue":"Other","othermemberbenefit":"No information provided","old_int_code":"03","astotherreasonsnottorenew":"Call ended before any discussion.","age_range":"Preferred not to say","number_of_calls_reached":"4"}},"seriesid":"163"}
{"contact":{"id":"33924","email":"trism@rogers.com","first_name":"Paul","last_name":"St.Pierre","phone":"4169797001","orgname":"Omnicom Group","customer_acct_name":"Omnicom Group","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"119971","full_name":"Paul St.Pierre","do_id":"L25A00611","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2007-08-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"16","blocnote":"June 3 2025 vm\r\nAug 31 2025 line busy\r\nLN Nov 19 2025 line busy\n2026-05-08 invalid phone destination, phone: +14169797001\n2026-05-08 invalid phone destination, phone: +14163489641","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:22-04:00","pds_july":"1","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A00611","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"4163489641","pds_september":"1","last_infoline_date_type":"2023-11-07","last_act_type":"2023-11-07","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"trism@rogers.com","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:45-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_4a497367332a4c49ebad9087337","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4a497367332a4c49ebad9087337"}},"seriesid":"163"}
{"contact":{"id":"34473","email":"administration@pivindrapeau.com","first_name":"Angela","last_name":"Girolamo","phone":"4506868886","orgname":"Pivin & Drapeau Inc.","customer_acct_name":"Pivin & Drapeau Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"285125","full_name":"Angela Di Girolamo, CPA, CGA","do_id":"L25A01025","language":"French","canceldate":"2021-04-02","time_zone":"2","area_code":"450","members_type":"AST","new_member_date_2":"2020-01-28","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2021-01-31","blocnote":"compl\u00e9ter 8 sept 2025\n2026 May 08 call ended due to inactivity after initial greeting, no contact with Angela.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:51-04:00","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","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","notrenewedother":"les frais trop \u00e9lev\u00e9 pas de budjet","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"cout trop \u00e9lev\u00e9","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"se servait du service pour rester au courant de l\u00e0 r\u00e8glementations","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Advance","intcode":"03","temp_do_id_for_auto_old_do_id":"L25A01025","temp_intcode_for_auto_old_int_code":"03","last_act_type":"2020-01-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"administration@pivindrapeau.com","formatted_paid_thru":"31\/01\/2021","latest_paid_thru":"2021-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:51-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Angela but was unable to engage in a conversation as the call ended due to inactivity shortly after the initial greeting and inquiry about Angela's availability.","aitm_callsummarytitle":"Unsuccessful call - no contact with Angela","onesentencenotrenewed":"No conversation occurred to determine renewal interest.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"1","astotherreasonsnottorenew":"No interaction to determine reason.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e0df31cf86c12670c4d222cbb65","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e0df31cf86c12670c4d222cbb65","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35056","email":"kalirao.amrita@gmail.com","first_name":"Amrita","last_name":"Kalirao","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Amrita Kalirao","language":"English","canceldate":"2024-10-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01680","new_member_date_2":"2021-08-12","phone_2":"7805668649","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"303827","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C01680","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-07","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2023-01-09","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"kalirao.amrita@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"34370","email":"ayush.shukla@dentalcorp.ca","first_name":"Ayush","last_name":"Shukla","phone":"4165588338","orgname":"Dental Corporation Of Canada","customer_acct_name":"Dental Corporation Of Canada","tags":"TMAI, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"315417","full_name":"Ayush Shukla","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2022-08-11","lead_status":"Not Relevant","no_email_solicitation":"False","pipeline_1_lapsed_members":"","province":"ON","organization_id":"222395","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 Mar 10 call reached voicemail, no human answered\n2026 Mar 10 reached voicemail, no message left\n2026 Mar 12 call reached voicemail, no human answered\n2026 Mar 12 contact answered, initial value designation, satisfaction 5, age 31-45, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-12T10:06:50-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25A02945","temp_intcode_for_auto_old_int_code":"15","phone_2":"6476401037","old_do_id":"L25A02945","old_int_code":"06","last_act_type":"2026-03-26","company_paid_thru":"2026-12-31","date_of_renewal_identification":"2026-03-14","pcl_status":"P","pcl_completion_date":"2025-09-18","pf1_status":"P","pf1_completion_date":"2025-10-22","pf2_status":"P","number_of_passed_courses":"4","trc":"True","wera":"True","pf2_completion_date":"2025-12-24","npi_email_temp":"ayush.shukla@dentalcorp.ca","cert_status":"ACTIVE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-01-29","ln_entered_date":"2026-02-02","pcp_we":"APPROVED","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 contacted Ayush regarding his lapsed Associate membership with the National Payroll Institute. Ayush confirmed his initial reason for joining was to gain payroll designation, rated his satisfaction as 5, and provided his age range as 31 to 45. The call ended before completion of the renewal offer or survey.","aitm_callsummarytitle":"Partial survey with Ayush on membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","mini_nps":"5","initialvalue":"Designation","age_range":"31-45","number_of_calls_reached":"1","pcl_completion_date_5":"2030-09-18","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","cpa_certification":"PCP","do_id":"","company_status":"A"}},"seriesid":"163"}
{"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":"34691","email":"debbie@ketzapacific.com","first_name":"Debbie","last_name":"Jager","phone":"2508502002","orgname":"Ketza Pacific Contracting Ltd.","customer_acct_name":"Ketza Pacific Contracting Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"326890","full_name":"Debbie Jager","language":"English","canceldate":"2024-09-04","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2023-07-12","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"11","blocnote":"june 9 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 May 08 contact answered but cancelled after agent identified as automated.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A01296","temp_intcode_for_auto_old_int_code":"11","last_infoline_date_type":"2024-05-24","last_act_type":"2024-05-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"debbie@ketzapacific.com","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Debbie and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. The agent began the survey but the user questioned if the agent was a person and then chose to cancel the call. The call ended shortly after without completing the survey.","aitm_callsummarytitle":"User Cancelled After Automated Agent Identified","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"User cancelled the call after realizing the agent was automated.","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","retell_call_status":"ended","old_do_id":"L25A01296","session_id":"call_a34e5cc5b0bf80e81e3d15c995a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a34e5cc5b0bf80e81e3d15c995a","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34163","email":"becky.goertz@sunopta.com","first_name":"Becky","last_name":"Goertz","phone":"2892571471","orgname":"SunOpta Inc.","customer_acct_name":"SunOpta Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"265244","full_name":"Becky Goertz","do_id":"L25A00936","language":"English","canceldate":"2021-07-03","time_zone":"2","area_code":"289","members_type":"AST","new_member_date_2":"2020-05-20","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"june 5 2025 vm\r\nLN Sept 22 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:43-04:00","pds_july":"1","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A00936","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"9056581276","pds_september":"1","last_infoline_date_type":"2021-02-24","last_act_type":"2021-02-24","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"becky.goertz@sunopta.com","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_067ce486462b30c4ee53c8abfab","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_067ce486462b30c4ee53c8abfab"}},"seriesid":"163"}
{"contact":{"id":"35003","email":"kaun@cotr.bc.ca","first_name":"Joan","last_name":"Kaun","phone":"2504892751","orgname":"College of the Rockies","customer_acct_name":"College of the Rockies","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Joan Kaun","language":"English","canceldate":"2024-02-03","extension_phone_1":"3402","time_zone":"5","area_code":"250","members_type":"CAND","new_member_date_2":"2022-11-28","phone_2":"2044218402","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"17439","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"LB2505831","last_act_type":"2022-11-28","pcl_status":"P","pcl_completion_date":"2023-02-26","pf1_status":"P","pf1_completion_date":"2023-04-30","number_of_passed_courses":"2","intcode":"06","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:51:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00674","do_id":"LB2505831","npi_email_temp":"kaun@cotr.bc.ca","pcl_completion_date_5":"2028-02-26","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"34922","email":"wenjingyi1@163.com","first_name":"Jingyi","last_name":"Wen","phone":"3439895950","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"324913","full_name":"Jingyi Wen","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-05-16","city_1":"Kingston","province":"ON","language":"English","time_zone":"2","area_code":"343","phone_2":"3439895950","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-04-24","cpa_certification":"PCP","cert_status":"PENDING","zerobounce_reason":"valid","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25C03665","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-09-28","pf2_status":"P","pf2_completion_date":"2023-11-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-09-28","number_of_passed_courses":"4","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":"2025-12-17T15:36:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","old_int_code":"06","trc":"True","wera":"True","npi_email_temp":"wenjingyi1@163.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03665"}},"seriesid":"163"}
{"contact":{"id":"9279","email":"mcheza14@gmail.com","first_name":"Munashe","last_name":"Cheza","phone":"7783198952","orgname":"Government of Nunavut","customer_acct_name":"Government of Nunavut","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiPartnerAccount","ip4":"0.0.0.0","fields":{"do_id":"LB2502659","full_name":"Munashe Cheza","language":"English","origin":"Lapsed Spring 2024","individual_id":"318599","area_code":"778","region":"CDN","lead_status":"Partner","old_do_id":"8","time_zone":"5","province":"NU","members_type":"CAND","phone_2":"7783198952","pipeline_1_lapsed_members":"","blocnote":"Mar 11 2025 vm  Mar 20 2025 vm  April 1 2025 vm  April 9 2025 vm msg cellulaire number is not assigned","dhmsfin_telemarketing_last_contacted_date":"2025-04-09T17:14:00-04:00","canceldate":"2024-01-05","intcode":"21","pipeline_2_members_only_ast":"","paid_thru":"2023-10-31","new_member_date_2":"2022-11-10","temp_do_id_for_auto_old_do_id":"LB2502659","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-11","pcl_status":"F","pcl_completion_date":"2023-05-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mcheza14@gmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"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, TMAI","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":"15","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call started, agent introduced herself and membership lapse mentioned, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:47-04:00","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A01221","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:56:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Souriyor and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. 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":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_15a037dc7530b7ef4b21be8f780","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_15a037dc7530b7ef4b21be8f780","old_int_code":"6","number_of_calls_reached":"1"}},"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, TMAI","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\n2026-05-08 invalid phone destination, phone: +16048269626\n2026-05-08 invalid phone destination, phone: +16048269626","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:47-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","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","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T14:31:46-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_82f11603bd7fb015f1c5093a325","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_82f11603bd7fb015f1c5093a325"}},"seriesid":"163"}
{"contact":{"id":"34513","email":"melissa.caudill@dart.biz","first_name":"Melissa","last_name":"Caudill","phone":"5172442364","orgname":"Dart Container Corp.","customer_acct_name":"Dart Container Corp.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"220979","full_name":"Melissa Caudill","do_id":"L25A00750","language":"English","canceldate":"2024-04-02","time_zone":"2","area_code":"517","members_type":"AST","new_member_date_2":"2022-02-24","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"MI","intcode":"06","blocnote":"june 6 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 May 08 voicemail reached, no conversation with contact\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 voicemail reached at payroll department of Dart container\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail at payroll department - no direct contact\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:51-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A00750","temp_intcode_for_auto_old_int_code":"6","phone_2":"5172813166","last_infoline_date_type":"2022-02-25","last_act_type":"2022-12-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"melissa.caudill@dart.biz","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:23-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went to voicemail immediately upon dialing.","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","session_id":"call_bbb7b8fca752363faea710872ec","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bbb7b8fca752363faea710872ec","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"34119","email":"chrisheaslip@jcbakker.com","first_name":"Chris","last_name":"Heaslip","phone":"9059354533","orgname":"JC Bakker & Sons Ltd.","customer_acct_name":"JC Bakker & Sons Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"263359","full_name":"Chris Heaslip","do_id":"L25A00923","language":"English","canceldate":"2022-11-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2018-09-12","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"June 4 2025 Call back\r\nJune 5 2025 not in\r\nSept 3 2025 not in today\n2026 May 08 call answered by non-target person, call ended early without reaching Chris.\n2026 May 11 call reached wrong person, no renewal discussion.\n2026 May 13 call lasted 6 seconds, no meaningful conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T11:06:41-04:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A00923","temp_intcode_for_auto_old_int_code":"15","phone_2":"9054013383","last_act_type":"2021-07-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"chrisheaslip@jcbakker.com","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-13T11:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The call was very brief with minimal interaction, only a short greeting exchange occurred before the user hung up.","aitm_callsummarytitle":"Brief call with no renewal discussion","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Call ended abruptly with no renewal discussion.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"03","astotherreasonsnottorenew":"Call ended before any reason was given.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a5adb784a0153ca9e19e5da18fd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a5adb784a0153ca9e19e5da18fd","number_of_calls_reached":"3"}},"seriesid":"163"}
{"contact":{"id":"34853","email":"ahakiarya@gmail.com","first_name":"Aliakbar","last_name":"Ahaki","phone":"9052910445","orgname":"CDI College (Brampton Campus)","customer_acct_name":"CDI College (Brampton Campus)","tags":"250425 Renewed Lapsed, npiAlert13","ip4":"0.0.0.0","fields":{"individual_id":"341428","full_name":"Aliakbar Ahaki","members_type":"CAND","new_member_date_2":"2024-10-22","city_1":"Brampton","province":"ON","language":"English","lead_status":"Lapsed Member","time_zone":"2","area_code":"905","phone_2":"4372622373","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-09-30","last_act_type":"2025-12-12","pcl_status":"P","pcl_completion_date":"2025-06-23","pf1_status":"P","pf1_completion_date":"2025-08-06","pf2_status":"P","pf2_completion_date":"2025-03-17","number_of_passed_courses":"3","do_id":"L25C08001","temp_do_id_for_auto_old_do_id":"L25C08001","pipeline_2_members_only_ast":"","trc":"True","wera":"False","canceldate":"2025-12-02","blocnote":"LNC \/ 04 December 2025 Completed but they finished the courses that they needed at college so they don't need so they won't renew","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T09:14:00-05:00","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":"Yes","careerchangespecify":"not working yet","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"ahakiarya@gmail.com","pcl_completion_date_5":"2030-06-23","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"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, 260522 Lapsed DEL","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":"LB2507188","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","npi_email_temp":"shawn.leitch@canadapost.postescanada.ca","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","do_id":"","company_status":"A"}},"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","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"35531","email":"mich_2211@yahoo.com","first_name":"Michelle","last_name":"Yap","phone":"7809444311","orgname":"The City of Edmonton-Human Resources","customer_acct_name":"The City of Edmonton-Human Resources","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Michelle Yap","language":"English","canceldate":"2025-01-07","time_zone":"4","area_code":"780","members_type":"CORP","new_member_date_2":"2023-10-25","phone_2":"7809093425","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"208928","organization_id":"7054","pipeline_2_members_only_ast":"","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2506451","old_do_id":"LB2506451","last_act_type":"2024-08-02","company_paid_thru":"2027-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-02-05","pf1_status":"P","pf1_completion_date":"2025-04-21","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"mich_2211@yahoo.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","pf2_status":"E","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34611","email":"klara.2005@hotmail.com","first_name":"Marie-Carmel","last_name":"Lacroix","phone":"6473810402","orgname":"Marie-Carmel Lacroix","customer_acct_name":"Marie-Carmel Lacroix","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"225909","full_name":"Marie-Carmel Lacroix","do_id":"L25A00773","language":"English","canceldate":"2021-08-04","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2020-06-02","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","organization_id":"274711","intcode":"07","blocnote":"June 10 2025 vm\r\nSept 3 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026-05-08 dial busy, phone:  +16474783892\n2026 May 11 reached voicemail, no conversation\n2026-05-11 dial busy, phone:  +16474783892\n2026 May 13 call reached wrong person, no callback time provided\n2026 May 15 call reached voicemail, no human interaction\n2026-05-15 dial busy, phone:  +16474783892\n2026 May 19 call reached voicemail\n2026-05-19 dial busy, phone:  +16474783892\n2026 May 21 call reached voicemail\n2026-05-21 dial busy, phone:  +16474783892\n2026 May 25 call reached voicemail, no contact made\n2026-05-25 dial busy, phone:  +16474783892","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","paid_thru":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25A00773","temp_intcode_for_auto_old_int_code":"07","phone_2":"6474783892","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-07-25","pf1_status":"P","pf1_completion_date":"2014-08-05","pf2_status":"P","pf2_completion_date":"2014-09-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-12-23","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"EXEMPTED","npi_email_temp":"klara.2005@hotmail.com","pcl_completion_date_5":"2019-07-25","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:22:08-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"13","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","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","session_id":"call_806529034e4cf528940cefaf888","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_806529034e4cf528940cefaf888","old_int_code":"06","number_of_calls_reached":"1","mini_nps":"3","company_paid_thru":"2020-03-31","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34408","email":"aejaz@angusglen.com","first_name":"Ali","last_name":"Ejaz","phone":"9058870090","orgname":"Kylemore Communities","customer_acct_name":"Kylemore Communities","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"260890","full_name":"Ali Ejaz","do_id":"L25A00475","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"905","extension_phone_1":"317","members_type":"AST","new_member_date_2":"2023-06-22","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"0","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail at Angus Glen Golf Club, Ali Ijaz unavailable\n2026-05-08 invalid phone destination, phone: +16472704267","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A00475","temp_intcode_for_auto_old_int_code":"08","phone_2":"9058875157","last_infoline_date_type":"2024-01-29","last_act_type":"2024-01-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"aejaz@angusglen.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:56:42-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call reached a voicemail at Angus Glen Golf Club where an automated menu was presented. The agent attempted to reach Ali Ijaz, who was unavailable to take the call at the moment.","aitm_callsummarytitle":"Voicemail reached, contact unavailable","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_9d580c3a21043e9148427099efc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9d580c3a21043e9148427099efc","old_int_code":"08"}},"seriesid":"163"}
{"contact":{"id":"35371","email":"ankitazonesharma@gmail.com","first_name":"Ankita","last_name":"Sharma","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ankita Sharma","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C00959","new_member_date_2":"2019-08-01","phone_2":"4379222464","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"278404","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C00959","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2021-05-01","last_act_type":"2022-06-09","pcl_status":"P","pcl_completion_date":"2019-12-03","pf1_status":"P","pf1_completion_date":"2020-04-19","pf2_status":"P","pf2_completion_date":"2021-08-22","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ankitazonesharma@gmail.com","pcl_completion_date_5":"2024-12-03","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"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":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"266686","full_name":"Rosemarie Ramos, PCP","members_type":"CORP","lead_status":"Lapsed DEL","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":"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":"","temp_do_id_for_auto_old_do_id":"L25O05614","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2507038","old_int_code":"6","last_infoline_date_type":"2024-09-19","last_act_type":"2026-12-01","company_paid_thru":"2026-02-28","date_of_renewal_identification":"","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":"L25O05614","npi_email_temp":"rvs523@yahoo.com","pcl_completion_date_5":"2023-10-14","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","ln_entered_date":"2026-05-26","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34694","email":"ndufresne@mageska.com","first_name":"Natacha","last_name":"Dufresne","phone":"5148035749","orgname":"Mageska Capital Inc.","customer_acct_name":"Mageska Capital Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"326937","full_name":"Natacha Dufresne","do_id":"L25A01297","language":"French","canceldate":"2024-09-04","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2023-07-14","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-06-30","intcode":"15","blocnote":"LN 15 sept 2025 bv\n2026 May 08 call disconnected due to inactivity before conversation could proceed","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","temp_do_id_for_auto_old_do_id":"L25A01297","temp_intcode_for_auto_old_int_code":"15","phone_2":"5148035749","last_act_type":"2023-07-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ndufresne@mageska.com","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:55-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and mostly inaudible, with the agent attempting to confirm if they were speaking with Natacha. There was no clear conversation or task completion before the call ended due to inactivity.","aitm_callsummarytitle":"Call disconnected after brief identity confirmation attempt","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bdf6ae398efd208ebccbeb71a72","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bdf6ae398efd208ebccbeb71a72","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35507","email":"angel.gduma@gmail.com","first_name":"Angelica","last_name":"Duma","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Angelica Duma","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"438","members_type":"CAND","do_id":"L25C02472","new_member_date_2":"2022-05-27","phone_2":"4388320244","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313407","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02472","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-26","pcl_status":"P","pcl_completion_date":"2022-09-11","pf1_status":"P","pf1_completion_date":"2023-01-09","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"angel.gduma@gmail.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"35137","email":"ddjack@myseneca.ca","first_name":"Deniecia","last_name":"Welcome","phone":"6475130648","orgname":"Seneca College","customer_acct_name":"Seneca College","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Deniecia Welcome","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01440","new_member_date_2":"2022-01-26","phone_2":"6475130648","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"297181","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01440","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-07","pcl_status":"P","pcl_completion_date":"2022-05-22","pf1_status":"F","pf1_completion_date":"2022-07-24","pf2_status":"F","pf2_completion_date":"2022-09-04","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ddjack@myseneca.ca","pcl_completion_date_5":"2027-05-22","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"35247","email":"lthornton2014@gmail.com","first_name":"Lynda","last_name":"Thornton","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lynda Thornton","language":"English","canceldate":"2023-04-04","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C00697","new_member_date_2":"2021-05-25","phone_2":"5199330680","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"133094","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25C00697","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-06-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lthornton2014@gmail.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"34029","email":"sdaigle@bmicon.com","first_name":"Sherri","last_name":"Daigle","phone":"9056864287","orgname":"B.M.I. Construction Co. Ltd.","customer_acct_name":"B.M.I. Construction Co. Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"41356","full_name":"Sherri Daigle","do_id":"L25A00385","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"905","extension_phone_1":"108","members_type":"AST","new_member_date_2":"2023-06-07","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"7","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","pds_july":"7","paid_thru":"2024-05-31","blocnote":"Aug 28 2025 vm 4167270534\n2026 May 08 voicemail reached for Sherri Dagle, out of office until Feb 28\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 voicemail reached for Sherri Dagle, out of office until Feb 28\n2026 May 11 voicemail reached, no human answer\n2026 May 13 voicemail reached for Sherry Daigle\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 reached voicemail for Sherri Daigle, no human contact\n2026 May 15 call reached voicemail, no human interaction","temp_do_id_for_auto_old_do_id":"L25A00385","temp_intcode_for_auto_old_int_code":"6","pds_august":"7","phone_2":"4167270534","pds_september":"7","last_act_type":"2023-07-06","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"sdaigle@bmicon.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","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","session_id":"call_2848344b9e73cf61e66a7592d50","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2848344b9e73cf61e66a7592d50"}},"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, TMAI","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":"22","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\n2026 May 08 contact no longer member due to age and cost, callback scheduled for 2026-05-14 10:00\n2026 May 14 voicemail reached, no human interaction\n2026-05-14 Dial no answer, phone: +16049517457\n2026 May 19 contact completed survey, mentioned active membership but no NPI ID provided, issue forwarded for follow-up","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T14:12:01-04:00","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":"61+","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":"22","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","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-19T14:12:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_call_back_date_and_time":"2026-05-14T10:00:00-04:00","npi_call_back_time_hour":"10","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent called Precy regarding her lapsed Associate membership with the National Payroll Institute and conducted a brief survey about her membership experience. Precy expressed uncertainty about renewing and mentioned she currently has an active membership, which the agent noted for follow-up. The call ended with the agent promising to forward the issue to the appropriate team for resolution.","aitm_callsummarytitle":"Membership Survey and Follow-up for Active Membership Issue","notrenewedwanttorenew":"No","onesentencenotrenewed":"I will think about it.","initialvalue":"Seminar","othermemberbenefit":"N\/A","old_int_code":"05","astotherreasonsnottorenew":"Age and expense","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_38d8d7d34a4de0be8b91203da36","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_38d8d7d34a4de0be8b91203da36","concernquestion":"Contact claims to have an active membership despite records showing lapsed status; follow-up required.","number_of_calls_reached":"1"}},"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, TMAI","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":"06","blocnote":"june 9 2025 vm\r\nLN \/ 24 September 2025 Not working there anymore\n2026 May 08 call reached voicemail, no human contact\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail at Touchstone Holdings and Newnastar Property offices\n2026 May 13 call reached voicemail, message left\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact with Thelma","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:42-04:00","pds_july":"2","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25A00543","temp_intcode_for_auto_old_int_code":"06","pds_august":"2","phone_2":"7804661191","old_int_code":"16","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","latest_paid_thru":"2021-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by the intended contact, Thelma, and went to voicemail where the user requested a message be left.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c454a4c93951c1fa979dd44f139","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c454a4c93951c1fa979dd44f139"}},"seriesid":"163"}
{"contact":{"id":"35529","email":"andynkonyane@gmail.com","first_name":"Andile","last_name":"Nkonyane","phone":"6474173537","orgname":"Flynn Canada Ltd.","customer_acct_name":"Flynn Canada Ltd.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Andile Nkosisiphile Nkonyane, PCP","language":"English","canceldate":"2023-01-13","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"CORP","do_id":"","new_member_date_2":"2021-12-13","cert_status":"ACTIVE","phone_2":"6475756865","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304880","organization_id":"135952","temp_do_id_for_auto_old_do_id":"L25C01734","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-12-01","company_paid_thru":"2026-08-31","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-07-27","number_of_passed_courses":"4","paid_thru":"2026-08-31","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"andynkonyane@gmail.com","pcl_completion_date_5":"2027-02-27","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01734","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34832","email":"kaurloveleen252@gmail.com","first_name":"Loveleen","last_name":"Kaur","phone":"5198224351","orgname":"Payroll Solutions International Inc.","customer_acct_name":"Payroll Solutions International Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"313472","full_name":"Loveleen Kaur, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2022-05-31","coidnewmbrdate":"2005-05-03","city_1":"Cambridge","province":"QC","language":"English","time_zone":"2","area_code":"519","phone_2":"4165607284","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2025-04-22","cpa_certification":"PCP","cert_status":"ACTIVE","organization_id":"89582","intcode":"99","blocnote":"June 11 2025 Survey completed She said that her company pays and may be on the corporate membership.","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T17:43:00-04:00","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","engagingstrategiesspecify":"I would suggest more questionnaires in a game format to help with keeping members engage during seminars.","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":"L25O04793","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2505832","old_int_code":"2","last_act_type":"2025-11-25","company_paid_thru":"2026-12-31","date_of_renewal_identification":"2026-05-28","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":"2023-10-13","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","last_infoline_date_type":"2025-11-25","do_id":"L25O04793","npi_email_temp":"kaurloveleen252@gmail.com","ln_entered_date":"2026-02-02","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34216","email":"accountingclerk@kingstransit.ns.ca","first_name":"Cindy","last_name":"MacDonald","phone":"9026787310","orgname":"Kings Transit Authority","customer_acct_name":"Kings Transit Authority","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"312143","full_name":"Cindy MacDonald","do_id":"L25A01179","language":"English","canceldate":"2023-06-02","time_zone":"1","area_code":"902","members_type":"AST","new_member_date_2":"2022-04-19","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"NS","intcode":"21","blocnote":"05 June 2025 She never used it","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T13:53:00-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A01179","temp_intcode_for_auto_old_int_code":"21","phone_2":"9026799437","last_act_type":"2022-04-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"accountingclerk@kingstransit.ns.ca","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"34890","email":"shirley.cheng@payworks.ca","first_name":"Shirley","last_name":"Cheng","phone":"2047790537","orgname":"Payworks","customer_acct_name":"Payworks","tags":"250425 Renewed Lapsed, PartnerAutomation, npiPartnerAccount, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Shirley Cheng","members_type":"CORP","organization_id":"43919","coidnewmbrdate":"2001-02-01","city_1":"Winnipeg","province":"MB","language":"English","lead_status":"Partner","time_zone":"3","area_code":"204","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"","individual_id":"346166","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","last_act_type":"2025-05-08","company_paid_thru":"2026-12-31","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"","temp_do_id_for_auto_old_do_id":"LB2507217","npi_email_temp":"shirley.cheng@payworks.ca","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"LB2507217","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34842","email":"c.altamirano@aligntech.com","first_name":"Claudia","last_name":"Altamirano","phone":"4804701000","orgname":"Aligntech Systems (Canada) ULC","customer_acct_name":"Aligntech Systems (Canada) ULC","tags":"WR250423, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Claudia Altamirano","coidnewmbrdate":"2025-04-21","city_1":"Tempe","province":"AZ","origin":"2023 Lapsed Members","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","time_zone":"4","area_code":"480","organization_id":"261835","individual_id":"349966","language":"English","members_type":"CORP","company_paid_thru":"2027-03-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504591","temp_do_id_for_auto_old_do_id":"LB2504591","npi_email_temp":"c.altamirano@aligntech.com","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","corp_cancel_date":"2020-06-01","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34802","email":"lanthydo@yahoo.com","first_name":"Lan","last_name":"Le","phone":"780471415","orgname":"Le Tax & Accounting Services","customer_acct_name":"Le Tax & Accounting Services","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"179013","full_name":"Lan Le","do_id":"L25A01332","language":"English","canceldate":"2021-03-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2018-01-10","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","cpa_certification":"PCP","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A01332","temp_intcode_for_auto_old_int_code":"16","phone_2":"7804714125","last_infoline_date_type":"2020-01-04","last_act_type":"2020-01-04","pcl_status":"P","pcl_completion_date":"2011-04-07","pf1_status":"P","pf1_completion_date":"2012-05-01","pf2_status":"P","pf2_completion_date":"2018-10-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-12-04","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"lanthydo@yahoo.com","pcl_completion_date_5":"2016-04-07","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:31:48-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","blocnote":"2026-05-08 invalid phone destination, phone: +17804714125","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_df4a66986f6e44ae6d511fdf66d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_df4a66986f6e44ae6d511fdf66d"}},"seriesid":"163"}
{"contact":{"id":"34491","email":"aavirmed@gmail.com","first_name":"Amarlin","last_name":"Avirmed","phone":"6042832971","orgname":"Classmethod Canada","customer_acct_name":"Classmethod Canada","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"220243","full_name":"Amarlin Avirmed","do_id":"L25A00745","language":"English","canceldate":"2021-06-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2020-04-07","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail at extension 1001\n2026 May 11 call reached voicemail, no message left\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail\n2026 May 15 call reached voicemail at extension 1001\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A00745","temp_intcode_for_auto_old_int_code":"6","phone_2":"7782420718","last_act_type":"2020-07-04","pcl_status":"P","pcl_completion_date":"2014-03-03","pf1_status":"P","pf1_completion_date":"2015-03-23","pf2_status":"P","pf2_completion_date":"2016-03-14","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"aavirmed@gmail.com","pcl_completion_date_5":"2019-03-03","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:29-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went to voicemail immediately upon dialing.","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","session_id":"call_d339b0d0aff5834fc187c33c359","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d339b0d0aff5834fc187c33c359","mini_nps":"3","onesentencenotrenewed":"The contact was not available and the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact was not available to respond.","age_range":"Preferred not to say"}},"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, TMAI","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\n2026-05-08 invalid phone destination, phone: +15038215424","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:47-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","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":"2020-04-08","last_conf_date_type":"2017-06-13","last_act_type":"2020-04-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ross.roppe@lpcorp.com","formatted_paid_thru":"31\/07\/2021","latest_paid_thru":"2021-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:47-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_5904e31dd8022810a1378fc8c6b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5904e31dd8022810a1378fc8c6b","company_paid_thru":"2020-02-29","corp_cancel_date":"2020-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34406","email":"rhondawebster@telus.net","first_name":"Rhonda","last_name":"Webster","phone":"7809132454","orgname":"Webster Consulting","customer_acct_name":"Webster Consulting","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"283444","full_name":"Rhonda Webster","do_id":"L25A01005","language":"English","canceldate":"2021-01-06","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2019-12-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail, message left for Rhonda\n2026 May 08 call answered by Rhonda, conversation started but incomplete","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:50-04:00","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A01005","temp_intcode_for_auto_old_int_code":"15","phone_2":"7809132454","last_act_type":"2019-11-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rhondawebster@telus.net","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:41:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent Ellen called Rhonda on behalf of the National Payroll Institute to discuss her lapsed Associate membership. The call was answered by Rhonda, but the transcript ends before the conversation progresses further.","aitm_callsummarytitle":"Initial contact with Rhonda about lapsed membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0555df9d49077c8133cddca4f6c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0555df9d49077c8133cddca4f6c","mini_nps":"3","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33852","email":"joanne@chapmanaccounting.com","first_name":"Jo-Anne","last_name":"Chapman","phone":"7053268043","orgname":"Jo-Anne Chapman Accounting Service","customer_acct_name":"Jo-Anne Chapman Accounting Service","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"104369","full_name":"Jo-Anne Chapman","do_id":"L25A00595","language":"English","canceldate":"2021-01-06","time_zone":"2","area_code":"705","members_type":"AST","new_member_date_2":"2017-11-17","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"4","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"june 3 2025 vm  Sept 5 2025 vm\n2026 May 08 call answered by someone not Jo-Anne, no callback scheduled\n2026 May 11 callback scheduled for Jo-Anne at 9:30 AM\n2026 May 12 call reached Jo-Anne Chapman, brief interaction, no renewal or survey completed.","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T09:41:43-04:00","pds_july":"4","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A00595","temp_intcode_for_auto_old_int_code":"15","pds_august":"4","phone_2":"7053268043","pds_september":"4","last_act_type":"2019-09-19","pcl_status":"F","pcl_completion_date":"2014-07-15","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"joanne@chapmanaccounting.com","pcl_completion_date_5":"2019-07-15","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-12T09:41:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent reached Jo-Anne Chapman and introduced herself, explaining the purpose of the call regarding the lapsed Associate membership. The user acknowledged the association but the call ended shortly after without further conversation or survey questions.","aitm_callsummarytitle":"Brief call with lapsed member, no renewal engagement","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"10","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_44f9f4f6c21558f23cd3e151947","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_44f9f4f6c21558f23cd3e151947","number_of_calls_reached":"2","npi_call_back_date_and_time":"2026-05-12T09:30:00-04:00","npi_call_back_time_hour":"09","npi_call_back_time_minute":"30","mini_nps":"3","onesentencenotrenewed":"User did not engage beyond initial acknowledgment and did not express renewal interest.","initialvalue":"Other","othermemberbenefit":"No additional reasons given.","astotherreasonsnottorenew":"No further details provided due to short call.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"34472","email":"tyler.stychyshyn@gmail.com","first_name":"Tyler","last_name":"Stychyshyn","phone":"6045492350","orgname":"Westkey Graphics Ltd.","customer_acct_name":"Westkey Graphics Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"326166","full_name":"Tyler Stychyshyn","do_id":"L25A00490","language":"English","canceldate":"2024-08-02","time_zone":"5","area_code":"604","extension_phone_1":"213","members_type":"AST","new_member_date_2":"2023-06-20","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","blocnote":"05 June 2025 Completed - he may renew after he finishes his HR designation\n2026 May 08 call started, agent reached Tyler at Westkey Graphics, began survey.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","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","engagingstrategiesspecify":"More round tables and events","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A00490","temp_intcode_for_auto_old_int_code":"15","phone_2":"6042181654","last_act_type":"2023-06-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tyler.stychyshyn@gmail.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Tyler at Westkey Graphics and introduced the purpose of the call regarding the lapsed NPI Associate membership. Tyler agreed to answer questions, and the agent began the survey by asking about the initial value that drove him to become a member.","aitm_callsummarytitle":"Membership Lapse Survey Initiated","notrenewedwanttorenew":"No","initialvalue":"Help with Complex","npi_voicemaildetection":"No","old_int_code":"1","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_90ddef8a1fd81d25c5b64426203","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_90ddef8a1fd81d25c5b64426203","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33944","email":"gchamberland@gaa.qc.ca","first_name":"Gaston","last_name":"Chamberland","phone":"5142881537","orgname":"Groupement Des Assureurs Auto","customer_acct_name":"Groupement Des Assureurs Auto","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"195268","full_name":"Gaston Chamberland","do_id":"L25A00365","language":"French","canceldate":"2023-12-02","time_zone":"2","area_code":"514","extension_phone_1":"2242","members_type":"AST","new_member_date_2":"2017-10-24","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"13","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"13","paid_thru":"2023-09-30","intcode":"15","blocnote":"18 aout 2025 bv\n2026 May 08 call attempted to reach Gaston, mostly inaudible, no clear communication - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:22-04:00","temp_do_id_for_auto_old_do_id":"L25A00365","temp_intcode_for_auto_old_int_code":"15","pds_august":"13","phone_2":"4504430789","pds_september":"13","last_infoline_date_type":"2022-03-03","last_act_type":"2025-08-28","number_of_passed_courses":"0","pds_october":"13","trc":"False","wera":"False","pds_november":"13","npi_email_temp":"gchamberland@gaa.qc.ca","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:22-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was initiated to speak with Gaston, but the conversation was mostly inaudible and unclear. The agent identified herself as Ellen and attempted to engage, but no clear communication or task completion occurred.","aitm_callsummarytitle":"Unclear communication with Gaston, no task completion","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear refusal or renewal intent due to inaudible responses.","initialvalue":"Other","othermemberbenefit":"No clear information provided","old_int_code":"6","astotherreasonsnottorenew":"Call was mostly inaudible and no clear communication was established.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_05b15034f24b2b7a834a4a96991","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_05b15034f24b2b7a834a4a96991","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35251","email":"silviab@berkim.com","first_name":"Silvia","last_name":"Birket","phone":"4162242550","orgname":"Berkim Construction Inc.","customer_acct_name":"Berkim Construction Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Silvia Birket","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C02447","new_member_date_2":"2022-05-20","phone_2":"4162443922","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313190","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02447","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"silviab@berkim.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"49035","full_name":"Marites Tan","language":"English","canceldate":"2021-06-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2019-04-04","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"01","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 Survey completed - retiring soon\n2026 May 08 contact declined renewal due to retirement","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:56-04:00","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":"61+","selfpayrollproficiency":"Basic","old_int_code":"6","last_act_type":"2020-02-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mtan60@gmail.com","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:56-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent successfully reached Marites Tan and conducted a membership renewal survey for the National Payroll Institute. Marites expressed satisfaction with her membership but declined to renew due to her upcoming retirement. The call ended politely with no issues.","aitm_callsummarytitle":"Membership Renewal Declined Due to Retirement","onesentencenotrenewed":"I am not renewing because I am retiring soon.","initialvalue":"Career","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_99c16d8df36abf8e3295a4345b2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_99c16d8df36abf8e3295a4345b2","old_do_id":"L25A00547","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35442","email":"samantha.mcintyre@georgebrown.ca","first_name":"Samantha","last_name":"McIntyre","phone":"9052444941","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Samantha McIntyre","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"905","members_type":"CAND","new_member_date_2":"2023-05-16","phone_2":"9052444941","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"304595","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C01724","last_act_type":"2023-08-22","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2023-09-05","number_of_passed_courses":"2","intcode":"21","blocnote":"Nov 5 2025 vm\r\nLNC Dec11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:24:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"samantha.mcintyre@georgebrown.ca","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01724"}},"seriesid":"163"}
{"contact":{"id":"34973","email":"shamsi.sana@outlook.com","first_name":"Sana","last_name":"Shamsi","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sana Shamsi","language":"English","canceldate":"2024-10-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C00920","new_member_date_2":"2021-08-05","phone_2":"4038139959","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"275877","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C00920","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-09","pcl_status":"P","pcl_completion_date":"2019-09-03","pf1_status":"P","pf1_completion_date":"2021-11-29","pf2_status":"P","pf2_completion_date":"2024-01-22","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"shamsi.sana@outlook.com","pcl_completion_date_5":"2024-09-03","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"34785","email":"aaron@bankingonit.ca","first_name":"Aaron","last_name":"Reid","phone":"8776774566","orgname":"Banking On It Bookkeeping","customer_acct_name":"Banking On It Bookkeeping","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"237373","full_name":"Aaron Reid, CPB","do_id":"L25A00826","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"877","members_type":"AST","new_member_date_2":"2022-04-05","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"June 11 2025 vm\r\nSept 4 2025 vm\n2026 May 08 call reached voicemail of Erin Reed, no contact with Aaron.\n2026 May 08 call reached voicemail, no contact with Aaron\n2026 May 11 call reached voicemail of Erin Reed\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 reached voicemail of Erin Reed, no human contact\n2026 May 13 call ended without reaching Aaron or any human\n2026 May 15 reached voicemail of Erin Reed\n2026 May 15 call reached voicemail, no human contact\n2026 May 19 call reached voicemail of Erin Reed\n2026 May 19 call reached voicemail, no human interaction\n2026 May 21 call reached voicemail of Erin Reid, no human contact with Aaron.\n2026 May 21 call reached voicemail, no contact with Aaron\n2026 May 25 call reached voicemail of Erin Reid, no human contact\n2026 May 25 call reached voicemail, no contact made.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:07-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00826","temp_intcode_for_auto_old_int_code":"06","phone_2":"6044145195","last_infoline_date_type":"2022-07-28","last_act_type":"2022-07-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"aaron@bankingonit.ca","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:22:08-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"14","npi_transcriptsummary":"The call reached voicemail and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No contact was reached as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine other benefits.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_58643d3f21d532d69b76839ae74","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_58643d3f21d532d69b76839ae74","old_int_code":"03","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36118","email":"case_nicole@hotmail.com","first_name":"Nicole","last_name":"Case","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nicole Case","language":"English","canceldate":"2023-01-05","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C01802","new_member_date_2":"2021-11-01","phone_2":"6047852612","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"306601","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01802","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-01-11","pcl_status":"F","pcl_completion_date":"2022-02-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"case_nicole@hotmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"34438","email":"jtastadbooks@outlook.com","first_name":"Janice","last_name":"Tastad","phone":"3066906711","orgname":"J. Tastad Bookkeeping","customer_acct_name":"J. Tastad Bookkeeping","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"318060","full_name":"Janice Tastad","do_id":"L25A01233","language":"English","canceldate":"2024-05-02","time_zone":"3","area_code":"306","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":"SK","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:49-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A01233","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-02-05","last_act_type":"2023-02-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jtastadbooks@outlook.com","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:49-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Janice but the call went to voicemail as Janice asked to leave a message. No further conversation took place.","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","session_id":"call_e0ce523669255a830e400d77e11","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e0ce523669255a830e400d77e11"}},"seriesid":"163"}
{"contact":{"id":"33756","email":"roxanne.labelle-lecompte@cpatflex.com","first_name":"Roxanne","last_name":"Labelle-Lecompte","phone":"5143072728","orgname":"","customer_acct_name":"","tags":"paie.ca visited, 250904 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"349118","full_name":"Roxanne Labelle-Lecompte","members_type":"CAND","lead_status":"Member","new_member_date_2":"2025-03-31","city_1":"Montr?al","province":"QC","language":"French","phone_2":"5146016936","date_of_renewal_identification":"","pipeline_2_members_only_ast":"AST to CAND","time_zone":"2","area_code":"514","last_engaged_date":"2026-06-02","pipeline_1_lapsed_members":"","resources_tools_june":"2","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"AST1919","last_infoline_date_type":"2025-11-08","last_act_type":"2026-03-23","blocnote":"ai. 17 oct 2025 bv\r\ncompleter 27 oct 2025","dhmsfin_telemarketing_last_contacted_date":"2025-10-27T13:16:00-04:00","intcode":"31","temp_intcode_for_auto_old_int_code":"31","telemarketing_call_date":"2025-10-27","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-27T13:16:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","old_int_code":"06","number_of_passed_courses":"0","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:32-05:00","onesentencenotrenewed":"AST->CAND","npi_email_temp":"roxanne.labelle-lecompte@cpatflex.com","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"34359","email":"veloso.hr@gmail.com","first_name":"Anne","last_name":"Veloso","phone":"4163656975","orgname":"CMLS Financial Ltd.","customer_acct_name":"CMLS Financial Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"280800","full_name":"Anne Veloso, CHRL","do_id":"L25A00992","language":"English","canceldate":"2022-11-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2019-09-19","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"June 5 2025 vm\r\nSept 3 2025 vm\n2026 May 08 call reached voicemail for Ashley Brown\n2026 May 08 call reached voicemail, no message left\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 reached voicemail, no conversation\n2026 May 13 call reached voicemail for Ashley Brown, no contact made\n2026 May 13 call reached voicemail\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A00992","temp_intcode_for_auto_old_int_code":"6","phone_2":"6472739270","last_act_type":"2022-04-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"veloso.hr@gmail.com","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:46-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to Anne's voicemail.","aitm_callsummarytitle":"Voicemail reached, no human answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2753699aed2738e78813770034a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2753699aed2738e78813770034a","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"34926","email":"koren@hostbookkeeping.com","first_name":"Koren","last_name":"Palmer","phone":"2504664006","orgname":"Host Bookkeeping Systems Inc.","customer_acct_name":"Host Bookkeeping Systems Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"274191","full_name":"Koren Palmer","members_type":"CORP","do_id":"L25O00825","lead_status":"Lapsed Member","coidnewmbrdate":"2022-03-14","city_1":"Duncan","province":"BC","language":"English","time_zone":"5","area_code":"250","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:04:00-04:00","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00825","temp_intcode_for_auto_old_int_code":"6","organization_id":"274190","last_infoline_date_type":"2024-11-20","last_act_type":"2025-04-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"koren@hostbookkeeping.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-04-28","company_status":"I"}},"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":"2022-10-03","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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"34308","email":"nlisowy@omnitrax.com","first_name":"Nataleigh","last_name":"Lisowy","phone":"3033984524","orgname":"OmniTRAX","customer_acct_name":"OmniTRAX","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"276916","full_name":"Nataleigh Lisowy","do_id":"L25A00977","language":"English","canceldate":"2022-08-03","time_zone":"4","area_code":"303","members_type":"AST","new_member_date_2":"2019-06-12","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"CO","intcode":"06","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 call reached Gabor, not Nataleigh; no renewal discussion.\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call answered by someone other than Nataleigh, call ended without reaching intended contact.\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail for Cameron Yalls\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:08-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25A00977","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2021-04-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nlisowy@omnitrax.com","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31","called_by":"Tri","aitm_status_called":"2026-05-25T13:07:08-04:00","number_of_call_attempts":"4","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not Nataleigh and did not transfer the call.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"03","astotherreasonsnottorenew":"Contact not reached, call ended early.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_84a07d6451e90405a2446865bc3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_84a07d6451e90405a2446865bc3","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"34898","email":"payroll@marchex.com","first_name":"Anna","last_name":"Corso","phone":"8002553224","orgname":"Telmetrics","customer_acct_name":"Telmetrics","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Anna Corso","members_type":"CORP","organization_id":"346942","coidnewmbrdate":"2025-01-29","city_1":"Etobicoke","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"800","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"346941","paid_thru":"2026-12-31","last_infoline_date_type":"2025-12-02","last_act_type":"2026-02-13","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":"L25O04784","temp_do_id_for_auto_old_do_id":"L25O04784","npi_email_temp":"payroll@marchex.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","old_do_id":"LB2506801","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34677","email":"debi.couper@icloud.com","first_name":"Debra","last_name":"Couper","phone":"9055735129","orgname":"John Crane Canada Inc","customer_acct_name":"John Crane Canada Inc","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"37203","full_name":"Debra Couper","do_id":"L25A00539","language":"English","canceldate":"2021-05-04","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2000-03-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"19","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"06","blocnote":"10 June 2025 Number disconnected\n2026-05-08 invalid phone destination, phone: +19055735129\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 invalid phone destination, phone: +19055735129\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 invalid phone destination, phone: +19055735129\n2026 May 13 voicemail reached, message left\n2026-05-15 invalid phone destination, phone: +19055735129\n2026 May 15 voicemail reached, no contact with Debra Couper","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","pds_july":"19","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A00539","temp_intcode_for_auto_old_int_code":"06","pds_august":"19","phone_2":"9057453725","pds_september":"19","last_infoline_date_type":"2020-10-11","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"19","trc":"False","wera":"False","pds_november":"19","npi_email_temp":"debi.couper@icloud.com","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7e93575b091ba311095930e5a37","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7e93575b091ba311095930e5a37","npi_transcriptsummary":"The agent called on behalf of the National Payroll Institute and asked to speak with Debra Couper, but the call reached voicemail. The agent held briefly and then the voicemail message was played, indicating the contact was not available.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
{"contact":{"id":"34903","email":"mtaher@matrox.com","first_name":"Maggie","last_name":"Taher","phone":"5148226000","orgname":"Matrox Central Services","customer_acct_name":"Matrox Central Services","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Maggie Taher","members_type":"CORP","organization_id":"346944","coidnewmbrdate":"2025-01-29","city_1":"Dorval","province":"QC","language":"French","lead_status":"Renewed Lapsed","time_zone":"2","extension_phone_1":"7800","area_code":"514","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"346946","paid_thru":"2027-01-31","last_infoline_date_type":"2025-05-29","last_act_type":"2025-05-29","company_paid_thru":"2027-01-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2506533","temp_do_id_for_auto_old_do_id":"LB2506533","npi_email_temp":"mtaher@matrox.com","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"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":"260522 Lapsed DEL","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":"LB2506122","pds_september":"1","last_infoline_date_type":"2025-10-11","last_act_type":"2025-10-11","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","npi_email_temp":"lisa.davitjan@flynncompanies.com","pcl_completion_date_5":"2020-12-21","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35503","email":"tiffanyfuhr@hotmail.com","first_name":"Tiffany","last_name":"Fuhr","phone":"5877721562","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tiffany Fuhr","language":"English","canceldate":"2024-09-04","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C01218","new_member_date_2":"2020-07-20","phone_2":"5877721562","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290512","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C01218","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-06","pcl_status":"P","pcl_completion_date":"2020-11-02","pf1_status":"F","pf1_completion_date":"2023-08-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"tiffanyfuhr@hotmail.com","pcl_completion_date_5":"2025-11-02","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"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, TMAI","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":"15","blocnote":"02 June 2025 VM\r\n11 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call started, agent introduced self and membership lapse, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:49-04:00","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25A00833","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2021-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:41:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Lorna and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. The call was very brief and ended shortly after the introduction without further conversation.","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","session_id":"call_a00ac87ca3baa9c9a7bacd532ce","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a00ac87ca3baa9c9a7bacd532ce","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35676","email":"avtar.mohar8@gmail.com","first_name":"Avtar","last_name":"Mohar","phone":"7809941422","orgname":"Daeco HR","customer_acct_name":"Daeco HR","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Avtar Mohar","language":"English","canceldate":"2023-03-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01988","new_member_date_2":"2022-01-08","phone_2":"7809941422","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"308589","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":"L25C01988","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-01","pcl_status":"P","pcl_completion_date":"2022-05-01","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"avtar.mohar8@gmail.com","pcl_completion_date_5":"2027-05-01","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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":"34995","email":"ksun7566@gmail.com","first_name":"Kai","last_name":"Sun","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kai Sun","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01172","new_member_date_2":"2020-06-01","phone_2":"6478711788","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"289203","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C01172","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-06","pcl_status":"P","pcl_completion_date":"2020-08-19","pf1_status":"P","pf1_completion_date":"2021-03-22","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ksun7566@gmail.com","pcl_completion_date_5":"2025-08-19","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"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, TMAI","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":"15","blocnote":"june 3 2025 vm  Sept 5 2025\n2026 May 08 call reached voicemail of David Gertzen, shipping supervisor at Hampstead Rail Winnipeg\n2026 May 08 call started with introduction but ended abruptly - no renewal discussed","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","pds_july":"5","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A00364","temp_intcode_for_auto_old_int_code":"15","pds_august":"5","phone_2":"2049792480","pds_september":"5","last_infoline_date_type":"2017-04-04","last_act_type":"2021-06-12","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","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:51:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Sandra and introduced herself, mentioning the lapsed Associate membership. The call was very brief and ended abruptly without further discussion or completion of the survey.","aitm_callsummarytitle":"Brief call with no renewal discussion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f468d04c58402eb4e3388310120","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f468d04c58402eb4e3388310120","mini_nps":"3","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34168","email":"melita.kucar@gmail.com","first_name":"Melita","last_name":"Kucar","phone":"6044910880","orgname":"Seon","customer_acct_name":"Seon","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"263821","full_name":"Melita Kucar","do_id":"L25A00418","language":"English","canceldate":"2024-04-08","time_zone":"5","area_code":"604","extension_phone_1":"7511","members_type":"AST","new_member_date_2":"2023-04-17","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","cpa_certification":"PCP","intcode":"06","blocnote":"04 June 2025 Number not found\n2026-05-08 Dial no answer, phone: +16044910880\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 Dial no answer, phone: +16044910880\n2026 May 11 call reached voicemail, no human interaction\n2026-05-13 Dial no answer, phone: +16044910880\n2026 May 13 call reached voicemail, no human interaction\n2026-05-15 Dial no answer, phone: +16044910880\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","old_int_code":"05","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A00418","temp_intcode_for_auto_old_int_code":"06","phone_2":"7787071361","last_act_type":"2024-08-04","pcl_status":"P","pcl_completion_date":"2018-07-08","pf1_status":"P","pf1_completion_date":"2018-08-05","pf2_status":"P","pf2_completion_date":"2018-09-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-11-20","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"melita.kucar@gmail.com","pcl_completion_date_5":"2023-07-08","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:32-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_99612fa63e4e42afcffa476bf0b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_99612fa63e4e42afcffa476bf0b","npi_transcriptsummary":"The call reached voicemail and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
{"contact":{"id":"35872","email":"rebecca.mary.rivers@gmail.com","first_name":"Becky","last_name":"Rivers","phone":"9053798098","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Becky Rivers","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"AST","do_id":"L25A01441","new_member_date_2":"2012-03-15","cert_status":"WITHDRAWN_CPE","phone_2":"9053798098","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"196874","intcode":"06","blocnote":"June 11 2025 Survey completed Send application email\r\nLN \/ 22 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 Sent her the e-mail again for renewal\r\nLN \/ 16 December 2025 VM\r\nLN \/ 17 December 2025 VM\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","sendapplicationform":"2025-11-17T13:26:00-05:00","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","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A01441","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2019-07-31","last_act_type":"2025-04-24","old_int_code":"10","pcl_status":"P","pcl_completion_date":"2012-07-04","pf1_status":"P","pf1_completion_date":"2013-01-08","pf2_status":"P","pf2_completion_date":"2013-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-01-16","number_of_passed_courses":"4","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","trc":"False","wera":"False","npi_email_temp":"rebecca.mary.rivers@gmail.com","pcl_completion_date_5":"2017-07-04","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Becky but reached voicemail and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_aac9cf18b35a483adca746cbdf8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_aac9cf18b35a483adca746cbdf8","onesentencenotrenewed":"No conversation, voicemail reached.","initialvalue":"Other","othermemberbenefit":"No interaction due to voicemail.","astotherreasonsnottorenew":"No interaction due to voicemail."}},"seriesid":"163"}
{"contact":{"id":"34527","email":"leanne@bordenbeancounters.com","first_name":"Leanne","last_name":"Borden","phone":"9052514868","orgname":"Borden Bean Counters","customer_acct_name":"Borden Bean Counters","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"286773","full_name":"Leanne Borden, CPB","do_id":"L25A01041","language":"English","canceldate":"2021-05-04","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2020-03-19","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:05-04:00","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A01041","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2020-07-21","last_act_type":"2020-07-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"leanne@bordenbeancounters.com","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:05-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_de77e1e58ee0c991f4c0b7b755c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_de77e1e58ee0c991f4c0b7b755c"}},"seriesid":"163"}
{"contact":{"id":"34333","email":"amy.bertulli@hotmail.com","first_name":"Amy","last_name":"Bertulli","phone":"4168390228","orgname":"Magna International","customer_acct_name":"Magna International","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"193616","full_name":"Amy Bertulli","do_id":"L25A00707","language":"English","canceldate":"2021-08-04","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2011-12-19","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"4","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"06","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 voicemail reached, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 voicemail reached, no human interaction\n2026 May 11 reached voicemail\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made.\n2026 May 15 call reached voicemail.\n2026 May 15 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:48-04:00","pds_july":"4","paid_thru":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25A00707","temp_intcode_for_auto_old_int_code":"6","pds_august":"4","phone_2":"4168390228","pds_september":"4","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-04-27","pf1_status":"P","pf1_completion_date":"2013-04-25","pf2_status":"P","pf2_completion_date":"2013-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-07-03","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"amy.bertulli@hotmail.com","pcl_completion_date_5":"2017-04-27","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:23-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail.","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","session_id":"call_695b067051cb83192e075a8508a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_695b067051cb83192e075a8508a","mini_nps":"3","onesentencenotrenewed":"No conversation occurred as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine other benefits.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"35086","email":"mamamea2@hotmail.com","first_name":"Dawn","last_name":"Campbell","phone":"5199011105","orgname":"Meaford Long Term Care","customer_acct_name":"Meaford Long Term Care","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Dawn Campbell","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C02180","new_member_date_2":"2022-03-10","phone_2":"5199011105","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"310973","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02180","last_act_type":"2022-09-03","pcl_status":"F","pcl_completion_date":"2022-07-17","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:30:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"mamamea2@hotmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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","latest_paid_thru":"2023-07-31"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"165643","full_name":"Michelle Altieri","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"613","members_type":"AST","new_member_date_2":"2010-07-13","lead_status":"Refused","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","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.\n2026 May 08 contact not interested in renewing, declined survey","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","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","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:53-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted Michelle regarding her lapsed Associate membership with the National Payroll Institute. Michelle indicated she had not renewed for over a year and was not interested in renewing or participating in a survey. The agent offered to send a renewal email, but Michelle declined, and the call ended politely.","aitm_callsummarytitle":"Membership Lapse and Decline to Renew","notrenewedwanttorenew":"No","onesentencenotrenewed":"Not interested","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","old_do_id":"L25A00664","session_id":"call_e81314f55ed1c044f371098a7e3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e81314f55ed1c044f371098a7e3","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35770","email":"roderickbmamita@rocketmail.com","first_name":"Rhea","last_name":"Sola","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rhea E. Sola","language":"English","canceldate":"2023-07-11","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02498","new_member_date_2":"2022-06-03","phone_2":"7807105706","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313577","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02498","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-06","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-11-09","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"roderickbmamita@rocketmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"35034","email":"pahmed7@myseneca.ca","first_name":"Parsa","last_name":"Ahmed","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Parsa Ahmed","language":"English","canceldate":"2023-12-02","time_zone":"2","area_code":"647","members_type":"CAND","new_member_date_2":"2022-10-12","phone_2":"6477033794","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313046","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"LB2506765","last_act_type":"2025-06-26","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":"L25C02426","pcl_status":"F","pcl_completion_date":"2022-12-25","pf1_status":"F","pf1_completion_date":"2023-05-07","pf2_status":"F","pf2_completion_date":"2023-08-22","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506765","npi_email_temp":"pahmed7@myseneca.ca","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"35045","email":"cathylumen@gmail.com","first_name":"Catherine","last_name":"Lumen","phone":"4039660509","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Catherine Lumen","language":"English","canceldate":"2023-05-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02176","new_member_date_2":"2022-03-10","phone_2":"4039660509","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"310961","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02176","last_act_type":"2022-10-03","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":"2025-12-11T17:48:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"cathylumen@gmail.com","pcl_completion_date_5":"2027-06-05","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"34539","email":"tmasone@masoneandcompany.com","first_name":"Antonio","last_name":"Masone","phone":"4032041544","orgname":"Masone and Company CPA","customer_acct_name":"Masone and Company CPA","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"221951","full_name":"Antonio Masone, CPA CMA CGA","do_id":"L25A00756","language":"English","canceldate":"2021-03-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2014-01-14","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 In a meeting\n2026 May 08 contact not available, no message left\n2026 May 11 call reached a gatekeeper; Antonio not available, no message left\n2026 May 13 contact not available, no message left.\n2026 May 15 call reached a gatekeeper; Tony not available, no message left\n2026 May 19 contact answered and confirmed identity but call ended early without completing survey","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T13:12:01-04:00","pds_july":"2","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A00756","temp_intcode_for_auto_old_int_code":"15","pds_august":"2","phone_2":"4036062450","pds_september":"2","last_act_type":"2020-02-03","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"tmasone@masoneandcompany.com","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-19T13:12:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent successfully reached Antonio Masone and introduced herself as calling from the National Payroll Institute regarding his lapsed Associate membership. The agent asked if Antonio had a moment to answer a few questions about his membership experience, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Initial contact with Antonio Masone about lapsed membership","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not available and did not want to leave a message.","initialvalue":"Other","age_range":"Preferred not to say","old_int_code":"03","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4c41ab205f2e57bc76d0b6a4e05","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4c41ab205f2e57bc76d0b6a4e05","number_of_calls_reached":"5","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not available to discuss renewal."}},"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, 260522 Lapsed DEL","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":"2026-12-05","old_int_code":"13","number_of_passed_courses":"3","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":"2026-03-17","last_conf_date_type":"2025-06-04","date_of_renewal_identification":"2026-05-28","pipeline_2_members_only_ast":"","company_paid_thru":"2027-01-31","trc":"True","wera":"False","do_id":"LB2504649","pf2_status":"P","npi_email_temp":"cassandra.ruhle@fairmont.com","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","pf2_completion_date":"2026-05-13","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34949","email":"kathyzhang2019p@outlook.com","first_name":"Shu","last_name":"Zhang","phone":"","orgname":"CAA South Central","customer_acct_name":"CAA South Central","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Shu Qin (Kathy) Zhang","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C00918","new_member_date_2":"2019-05-08","cert_status":"PENDING","phone_2":"6472187288","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"275807","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C00918","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-05","pcl_status":"P","pcl_completion_date":"2019-07-24","pf1_status":"P","pf1_completion_date":"2019-12-16","pf2_status":"P","pf2_completion_date":"2020-02-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-02-25","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"kathyzhang2019p@outlook.com","pcl_completion_date_5":"2024-07-24","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"34719","email":"lbrogan-macdonald@youracsa.ca","first_name":"Lindsey","last_name":"Brogan-MacDonald","phone":"7804533311","orgname":"Alberta Construction Safety Association","customer_acct_name":"Alberta Construction Safety Association","tags":"npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"328285","full_name":"Lindsey Brogan-MacDonald","do_id":"L25A01305","language":"English","canceldate":"2024-10-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2023-08-23","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"15","blocnote":"June 10 2025 Survey completed  She said she may become a member with her corporation.She said she already has info to renew\r\nLN \/ 21 October 2025 VM\r\nLN \/ 31 October 2025 In another meeting\r\nLN \/ 10 November 2025 VM\r\nLN \/ 14 November 2025 VM\r\nLN \/ 17 November 2025 VM\r\nLN \/ 26 November 2025 VM\r\nLN \/ 04 December 2025 VM\n2026 May 08 call reached a gatekeeper, no direct contact with Lindsey\n2026 May 11 call reached automated system, no human interaction.\n2026 May 13 call ended due to inactivity after menu navigation, no human reached\n2026 May 15 call reached automated system, digit 6 pressed for memberships, no human reached\n2026 May 19 call reached automated menu, no human answered\n2026 May 21 call started, identity confirmed with a person but call ended early before renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T13:12:05-04:00","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":"N\/A","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"We were with ADP but changed to another payroll system so would like to renew.","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25A01305","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2023-06-09","last_act_type":"2023-06-09","old_int_code":"03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lbrogan-macdonald@youracsa.ca","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","called_by":"Tri","aitm_status_called":"2026-05-21T13:12:05-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The call was an outbound attempt by an AI agent named Ellen on behalf of the National Payroll Institute to reach Lindsey Brogan-MacDonald. The agent confirmed the identity and introduced the purpose of the call, but the conversation was cut short before any renewal discussion or survey questions took place.","aitm_callsummarytitle":"Early call termination after identity confirmation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8adc8939b076850351e18b17d3a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8adc8939b076850351e18b17d3a","number_of_calls_reached":"6","onesentencenotrenewed":"No renewal intent expressed; call ended at automated menu.","initialvalue":"Other","astotherreasonsnottorenew":"Call reached automated system, no human interaction."}},"seriesid":"163"}
{"contact":{"id":"34243","email":"payroll@habitat4home.ca","first_name":"Lucy","last_name":"Simas","phone":"5194556623","orgname":"Habitat for Humanity Heartland Ontario Inc.","customer_acct_name":"Habitat for Humanity Heartland Ontario Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"328340","full_name":"Lucy Simas","do_id":"L25A00436","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"519","extension_phone_1":"208","members_type":"AST","new_member_date_2":"2023-08-23","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"01","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 Survey completed\n2026 May 08 call disconnected early due to connection issues; no contact reached.\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 reached voicemail at Habitat for Humanity Heartland Ontario\n2026 May 11 voicemail reached, no human interaction\n2026 May 13 call ended early, contact not reached for renewal discussion.\n2026 May 15 call attempt to Habitat for Lucy, call not connected.\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail at Habitat for Humanity Heartland Ontario - no human contact\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail of Lucy Simas in payroll, no live contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 contact declined renewal due to cost","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25A00436","temp_intcode_for_auto_old_int_code":"01","phone_2":"5198517462","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":"the company is going through some changes","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":"Yes","hardtoparticipateeventsspecify":"only when they were not local","mini_nps":"4","age_range":"46-60","selfpayrollproficiency":"Strong","old_int_code":"06","last_infoline_date_type":"2024-01-24","last_act_type":"2024-01-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"payroll@habitat4home.ca","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:06-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"12","npi_transcriptsummary":"The agent successfully reached Lucy Simas and conducted a membership survey for the National Payroll Institute. Lucy shared her initial reason for joining, satisfaction rating, age range, and declined to renew her membership citing cost as the main reason. The call concluded politely with no renewal.","aitm_callsummarytitle":"Membership survey and renewal declined","onesentencenotrenewed":"Cost.","initialvalue":"Help with Complex","othermemberbenefit":"No information provided.","astotherreasonsnottorenew":"No engagement from contact to discuss renewal.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4c48f99c1f0b3dd5642b72d69d8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4c48f99c1f0b3dd5642b72d69d8","number_of_calls_reached":"3","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00436","ln_entered_date":"2026-05-26"}},"seriesid":"163"}
{"contact":{"id":"35192","email":"alallen5@gmail.com","first_name":"Alexandra","last_name":"Allen","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Alexandra Allen","language":"English","canceldate":"2023-08-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01190","new_member_date_2":"2020-06-22","phone_2":"4036711573","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"289780","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C01190","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-19","pcl_status":"P","pcl_completion_date":"2020-10-04","pf1_status":"P","pf1_completion_date":"2021-04-26","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"alallen5@gmail.com","pcl_completion_date_5":"2025-10-04","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"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, TMAI","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\n2026-05-08 dial busy, phone:  +17808357502\n2026-05-11 dial busy, phone:  +17808357502\n2026-05-13 dial busy, phone:  +17808357502\n2026-05-15 dial busy, phone:  +17808357502\n2026-05-19 dial busy, phone:  +17808357502\n2026-05-21 dial busy, phone:  +17808357502\n2026-05-25 dial busy, phone:  +17808357502","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T17:07:18-04:00","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":"07","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":"07","last_infoline_date_type":"2024-05-15","last_conf_date_type":"2022-06-08","last_act_type":"2024-01-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"edith.stiles@roynorthern.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-25T17:07:18-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"1","retell_call_status":"not_connected","session_id":"call_560320fe96e49a42ddcae00d136","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_560320fe96e49a42ddcae00d136"}},"seriesid":"163"}
{"contact":{"id":"34913","email":"mona.mathbout@gmail.com","first_name":"Mona","last_name":"Mathbout","phone":"9055259140","orgname":"McMaster University","customer_acct_name":"McMaster University","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"266306","full_name":"Mona Mathbout, PCP","members_type":"CORP","new_member_date_2":"2018-08-23","coidnewmbrdate":"1988-04-01","city_1":"Milton","province":"ON","language":"English","lead_status":"Lapsed DEL","time_zone":"2","area_code":"905","phone_2":"9054665146","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","organization_id":"5044","pipeline_2_members_only_ast":"","intcode":"99","blocnote":"Aug 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T11:26:00-04:00","temp_do_id_for_auto_old_do_id":"L25O05299","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2019-02-03","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":"2020-03-19","cpa_certification":"PCP","last_act_type":"2026-04-05","last_infoline_date_type":"2021-11-11","company_paid_thru":"2026-04-30","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25O05299","old_do_id":"L25P03037","npi_email_temp":"mona.mathbout@gmail.com","ln_entered_date":"2026-05-28","canceldate":"2026-04-02","pcl_completion_date_5":"2024-02-03","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35019","email":"yr1998102@gmail.com","first_name":"Rui","last_name":"Yang","phone":"2369898690","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rui Yang","language":"English","canceldate":"2023-10-03","time_zone":"5","area_code":"236","members_type":"CAND","do_id":"L25C02676","new_member_date_2":"2022-08-02","phone_2":"2369898690","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"314779","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C02676","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-08","pcl_status":"F","pcl_completion_date":"2022-10-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"yr1998102@gmail.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34600","email":"wrw7395@hotmail.com","first_name":"Wendy","last_name":"Waddell","phone":"6132533810","orgname":"Carleton Place & District Memorial Hospital","customer_acct_name":"Carleton Place & District Memorial Hospital","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"21246","full_name":"Wendy Waddell","language":"English","canceldate":"2022-08-23","time_zone":"2","area_code":"613","members_type":"AST","new_member_date_2":"1998-10-31","lead_status":"Refused","no_email_solicitation":"False","pds_march":"3","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","cpa_certification":"CPM","intcode":"01","blocnote":"june 9 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 contact is retired and out of payroll, answered survey questions","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","pds_july":"3","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A00520","temp_intcode_for_auto_old_int_code":"01","pds_august":"3","phone_2":"6134920286","pds_september":"3","last_infoline_date_type":"2020-12-06","last_act_type":"2025-04-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-01-13","number_of_passed_courses":"1","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"wrw7395@hotmail.com","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:41:46-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Wendy to discuss her lapsed Associate membership with the National Payroll Institute. Wendy informed the agent that she is retired and out of payroll. She answered three survey questions about her initial membership value, satisfaction rating, and age range before the call concluded politely.","aitm_callsummarytitle":"Contact retired, survey completed","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2ca8eceef3d7041adc1bd2a36ad","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2ca8eceef3d7041adc1bd2a36ad","mini_nps":"3","onesentencenotrenewed":"The contact is retired and no longer working in payroll.","initialvalue":"Stay Current","age_range":"61+","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00520"}},"seriesid":"163"}
{"contact":{"id":"34894","email":"alabrecque@mantrapharma.ca","first_name":"Anne","last_name":"Labrecque","phone":"4188380535","orgname":"Mantra Pharma","customer_acct_name":"Mantra Pharma","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Anne Labrecque, CRHA","members_type":"CORP","organization_id":"347360","coidnewmbrdate":"2025-02-11","city_1":"L\u00e9vis","province":"QC","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"418","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"347359","paid_thru":"2027-01-31","last_infoline_date_type":"2025-02-17","last_act_type":"2025-02-17","company_paid_thru":"2027-01-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504201","temp_do_id_for_auto_old_do_id":"LB2504201","npi_email_temp":"alabrecque@mantrapharma.ca","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35499","email":"noletsophie@hotmail.com","first_name":"Sophie","last_name":"Nolet","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sophie Nolet","language":"French","canceldate":"2023-05-02","time_zone":"2","area_code":"819","members_type":"CAND","do_id":"L25C01484","new_member_date_2":"2021-03-22","phone_2":"8198566964","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"298789","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C01484","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-25","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"noletsophie@hotmail.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"35397","email":"rexyung611@gmail.com","first_name":"Hong","last_name":"Yung","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Hong Yung","language":"English","canceldate":"2024-05-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C02208","new_member_date_2":"2022-03-23","phone_2":"5879389288","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311352","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C02208","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-01","pcl_status":"P","pcl_completion_date":"2022-07-17","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2023-03-19","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"rexyung611@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"35288","email":"joanne.mcmaster44@gmail.com","first_name":"Joanne","last_name":"McMaster","phone":"5068509150","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Joanne McMaster","language":"English","canceldate":"2024-10-02","time_zone":"1","area_code":"506","members_type":"CAND","new_member_date_2":"2025-11-14","pds_april":"1","phone_2":"5068509150","province":"NB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"143050","pds_july":"1","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2505685","pds_august":"1","pds_september":"1","last_infoline_date_type":"2025-11-20","last_act_type":"2025-11-20","pcl_status":"P","pcl_completion_date":"2023-11-06","number_of_passed_courses":"1","pds_october":"1","intcode":"99","blocnote":"LNC Nov 14 2025 She said she fill in the renewal application today","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T10:26:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-11-15","old_int_code":"24","trc":"True","wera":"False","pds_november":"1","old_do_id":"L25C00701","npi_email_temp":"joanne.mcmaster44@gmail.com","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"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":"260522 Lapsed DEL","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":"","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":"2023-07-11","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","latest_paid_thru":"2026-06-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00691","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34445","email":"maha_morsy@hotmail.com","first_name":"Maha","last_name":"Moursi","phone":"4167339758","orgname":"","customer_acct_name":"","tags":"AI Contacts sent to TM 2026","ip4":"127.0.0.1","fields":{"individual_id":"214022","full_name":"Maha Moursi","do_id":"AST02291","language":"English","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2013-04-18","lead_status":"Renewed AST","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Renewed lapsed","province":"ON","intcode":"10","blocnote":"May 11 2026 call back","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:39:00-04:00","pds_july":"3","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"AST02291","temp_intcode_for_auto_old_int_code":"10","pds_august":"3","phone_2":"4167287608","pds_september":"3","date_of_renewal_identification":"2025-10-02","old_do_id":"L25A00734","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","last_infoline_date_type":"2026-01-04","last_act_type":"2026-01-04","telemarketing_call_date":"2026-05-11","pcl_status":"P","pcl_completion_date":"2013-10-08","number_of_passed_courses":"1","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"maha_morsy@hotmail.com","pcl_completion_date_5":"2018-10-08","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","old_int_code":"6"}},"seriesid":"163"}
{"contact":{"id":"34148","email":"jodimack@gmail.com","first_name":"Jodi","last_name":"MacKenzie","phone":"6044856411","orgname":"Inclusion Powell River Society","customer_acct_name":"Inclusion Powell River Society","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"308815","full_name":"Jodi MacKenzie","do_id":"L25A01163","language":"English","canceldate":"2023-03-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2022-01-12","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"June 4 2025 Payroll said no one by the name Jody there.\n2026 May 08 reached voicemail at Inclusion Powell River\n2026 May 08 call reached voicemail\n2026 May 11 reached voicemail at Inclusion Powell River, no human interaction\n2026 May 11 voicemail reached on personal cell phone, no human interaction\n2026 May 13 voicemail reached, no message left\n2026 May 13 call reached voicemail\n2026 May 15 reached voicemail at Inclusion Powell River payroll department, left message\n2026 May 15 voicemail reached on personal cell phone of Jody McKenzie","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:46-04:00","paid_thru":"2022-12-31","old_int_code":"16","temp_do_id_for_auto_old_do_id":"L25A01163","temp_intcode_for_auto_old_int_code":"06","phone_2":"7786864869","last_act_type":"2022-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jodimack@gmail.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:31:46-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Jody McKenzie but was answered by voicemail on a personal cell phone. No conversation or renewal discussion 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","session_id":"call_3734ff5f449e2787dc4ad321e2d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3734ff5f449e2787dc4ad321e2d"}},"seriesid":"163"}
{"contact":{"id":"34765","email":"annette.kipfer@lassonde.com","first_name":"Annette","last_name":"Kipfer","phone":"7785833301","orgname":"SunRype Products Ltd.","customer_acct_name":"SunRype Products Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"331704","full_name":"Annette Kipfer","do_id":"L25A01320","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"778","members_type":"AST","new_member_date_2":"2023-11-22","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"15","blocnote":"June 10 2025 Survey completed She is semi retired .She may become a member again if she gets another job in payroll not working right now.\n2026 May 08 call started, agent reached Annette, call disconnected early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:48-04:00","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":"No","careerchange":"Yes","careerchangespecify":"I am semi retired.","hardtoparticipateevents":"Yes","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":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01320","temp_intcode_for_auto_old_int_code":"15","phone_2":"7785833301","last_infoline_date_type":"2024-05-31","last_act_type":"2024-05-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"annette.kipfer@lassonde.com","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Annette and introduced herself, beginning to inform her about the lapsed Associate membership and the intent to ask a few questions. The call was disconnected shortly after the introduction without completing the conversation or survey.","aitm_callsummarytitle":"Call started but disconnected early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3a0d42639d006b67fa64ed1acc8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3a0d42639d006b67fa64ed1acc8","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34075","email":"bklaassen@bulleeconsulting.com","first_name":"Brittney","last_name":"Klaassen","phone":"3064772822","orgname":"Bullee Consulting Ltd.","customer_acct_name":"Bullee Consulting Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"259374","full_name":"Brittney Klaassen","do_id":"L25A00910","language":"English","canceldate":"2024-03-02","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2018-01-12","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"SK","blocnote":"04 June 2025 she didn't want to answer - all she said is that she won't be renewing\n2026 May 08 call reached voicemail, no contact with Brittney\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no message left\n2026 May 11 brief call started with Brittney but ended abruptly","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:45-04:00","intcode":"15","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25A00910","temp_intcode_for_auto_old_int_code":"15","phone_2":"3063215818","last_infoline_date_type":"2020-03-04","last_act_type":"2022-11-29","pcl_status":"P","pcl_completion_date":"2018-05-06","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"bklaassen@bulleeconsulting.com","pcl_completion_date_5":"2023-05-06","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:21:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent reached Brittney and initiated the call to discuss her lapsed Associate membership with the National Payroll Institute. The call was very brief and ended abruptly without completing the conversation or survey.","aitm_callsummarytitle":"Brief call with Brittney about lapsed membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fd874409ec4ff4903b0a0606eee","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fd874409ec4ff4903b0a0606eee","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34697","email":"jl120k@shaw.ca","first_name":"Janice","last_name":"Lamb","phone":"6049108050","orgname":"IQ4 Solutions Bookkeeping Services","customer_acct_name":"IQ4 Solutions Bookkeeping Services","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"327066","full_name":"Janice Lamb","do_id":"L25A01298","language":"English","canceldate":"2024-09-04","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2023-07-18","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"june 9 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, no conversation\n2026 May 13 call reached voicemail, no conversation\n2026 May 13 voicemail reached, no conversation\n2026 May 15 voicemail reached, no conversation\n2026 May 15 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:48-04:00","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A01298","temp_intcode_for_auto_old_int_code":"6","phone_2":"6049108050","last_act_type":"2023-09-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jl120k@shaw.ca","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:31:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached Janice's voicemail, and she was unable to take the call at that time. No further conversation occurred.","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","session_id":"call_05d072558b129e70a6c1929dba9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_05d072558b129e70a6c1929dba9"}},"seriesid":"163"}
{"contact":{"id":"34876","email":"ximing.yao@andersoncollege.com","first_name":"Ximing","last_name":"Yao","phone":"8337871885","orgname":"","customer_acct_name":"","tags":"250425 Renewed Lapsed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"full_name":"Ximing Yao","members_type":"CORP","coidnewmbrdate":"2020-11-02","city_1":"Toronto","language":"English","lead_status":"Lapsed Member","time_zone":"2","area_code":"833","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"323850","paid_thru":"2025-10-31","last_act_type":"2026-04-30","do_id":"L25O02407","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O02407","number_of_passed_courses":"0","intcode":"06","blocnote":"LN Nov 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T10:14:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"ximing.yao@andersoncollege.com","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"34839","email":"fhussain_78@hotmail.com","first_name":"Fouzia","last_name":"Hussain","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"280676","full_name":"Fouzia Hussain, PLP","members_type":"PRO","new_member_date_2":"2025-04-22","city_1":"Kitchener","province":"ON","language":"English","time_zone":"2","area_code":"519","phone_2":"5197473845","pipeline_2_members_only_ast":"","blocnote":"16 May 2025 No answer","dhmsfin_telemarketing_last_contacted_date":"2025-05-16T13:26:00-04:00","intcode":"05","pipeline_1_lapsed_members":"","pds_may":"3","cert_status":"ACTIVE","canceldate":"2024-08-19","nonactive_reason":"AST->CAND\/PRO","pds_july":"3","cpa_certification":"CPM","paid_thru":"2027-03-31","old_do_id":"L25P02215","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2505174","temp_intcode_for_auto_old_int_code":"5","pds_august":"3","pds_september":"3","last_infoline_date_type":"2026-03-20","last_act_type":"2026-04-05","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2019-10-21","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":"2022-08-26","number_of_passed_courses":"4","pds_october":"3","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"3","npi_email_temp":"fhussain_78@hotmail.com","pcl_completion_date_5":"2024-10-21","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"34228","email":"hatti.hartman@silabs.com","first_name":"Hatti","last_name":"Hartman","phone":"5125325282","orgname":"Silicon Laboratories Canada ULC","customer_acct_name":"Silicon Laboratories Canada ULC","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"312352","full_name":"Hatti Hartman, CPP","do_id":"L25A01182","language":"English","canceldate":"2024-06-04","time_zone":"3","area_code":"512","members_type":"AST","new_member_date_2":"2022-04-27","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"TX","intcode":"06","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026-05-08 invalid phone destination, phone: +15125325282\n2026 May 08 call reached voicemail, no human interaction\n2026-05-11 invalid phone destination, phone: +15125325282\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 invalid phone destination, phone: +15125325282\n2026 May 13 call reached voicemail, no message left\n2026-05-15 invalid phone destination, phone: +15125325282\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:40-04:00","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A01182","temp_intcode_for_auto_old_int_code":"06","phone_2":"5127611344","last_infoline_date_type":"2022-07-21","last_act_type":"2023-08-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hatti.hartman@silabs.com","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","session_id":"call_30c8cc49873c6aacefc07542da6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_30c8cc49873c6aacefc07542da6","npi_transcriptsummary":"The call was not answered by a human and went to voicemail. No conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
{"contact":{"id":"35555","email":"renita.auger@mdopportunity.ab.ca","first_name":"Renita","last_name":"Auger","phone":"7808913778","orgname":"Municipal District of Opportunity No. 17","customer_acct_name":"Municipal District of Opportunity No. 17","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Renita Auger","language":"English","canceldate":"2024-05-02","extension_phone_1":"109","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01491","new_member_date_2":"2021-03-18","phone_2":"7807738168","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"298953","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C01491","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-04-13","last_act_type":"2023-04-13","pcl_status":"P","pcl_completion_date":"2021-08-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"renita.auger@mdopportunity.ab.ca","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"34891","email":"pkumar@ehlaw.ca","first_name":"Priya","last_name":"Kumar","phone":"3439997831","orgname":"Emond Harnden","customer_acct_name":"Emond Harnden","tags":"250425 Renewed Lapsed, npiAlert14, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Priya Kumar","members_type":"CORP","organization_id":"347457","coidnewmbrdate":"2025-02-13","city_1":"Ottawa","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"343","date_of_renewal_identification":"2026-05-28","individual_id":"347462","paid_thru":"2027-01-31","company_paid_thru":"2027-01-31","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"L25O05329","temp_do_id_for_auto_old_do_id":"L25O05329","npi_email_temp":"pkumar@ehlaw.ca","ln_entered_date":"2026-04-03","old_do_id":"LB2506822","intcode":"99","temp_intcode_for_auto_old_int_code":"99","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"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":"2022-05-01","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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"34522","email":"nercyb@cgis.ca","first_name":"Nercy","last_name":"Barona","phone":"6042631671","orgname":"CG Industrial Specialties Ltd.","customer_acct_name":"CG Industrial Specialties Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"221225","full_name":"Nercy Barona","do_id":"L25A00752","language":"English","canceldate":"2024-06-04","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2014-03-27","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"8","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"10","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 Not in the office - call back\n2026 May 08 callback scheduled for Nercy on 2026-05-13 10:00\n2026 May 13 contact answered but busy, callback requested for next week","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T10:31:39-04:00","pds_july":"8","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A00752","temp_intcode_for_auto_old_int_code":"10","pds_august":"8","pds_september":"8","last_infoline_date_type":"2020-07-10","last_act_type":"2023-05-17","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"nercyb@cgis.ca","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-13T10:31:38-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_call_back_date_and_time":"2026-05-13T10:00:00-04:00","npi_call_back_time_hour":"10","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent reached Nercy and introduced the purpose of the call regarding her lapsed Associate membership with the National Payroll Institute. Nercy acknowledged the call but declined to participate in the survey due to being busy and requested a callback next week without specifying a date or time. The agent ended the call politely after confirming the callback timeframe.","aitm_callsummarytitle":"Contact Busy, Callback Scheduled","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2a6f0fe01df46faa0d4e237aaeb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2a6f0fe01df46faa0d4e237aaeb","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34476","email":"katherine.elizabeth.walker@gmail.com","first_name":"Katherine","last_name":"Walker","phone":"4164440200","orgname":"Baycrest Project & Construction Management","customer_acct_name":"Baycrest Project & Construction Management","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"326213","full_name":"Katherine Walker","do_id":"L25A00491","language":"English","canceldate":"2025-01-02","time_zone":"2","area_code":"416","extension_phone_1":"2222","members_type":"AST","new_member_date_2":"2024-01-22","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"0","blocnote":"june 6 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 call reached automated system, no human contact\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no message left\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail of Catherine Walker at Baycrest Project and Construction Management\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached automated phone system, no human contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T13:06:43-04:00","paid_thru":"2024-12-31","phone_2":"8778051217","temp_do_id_for_auto_old_do_id":"L25A00491","temp_intcode_for_auto_old_int_code":"08","last_act_type":"2025-02-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"katherine.elizabeth.walker@gmail.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T13:06:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was made to a contact but was answered by an automated phone system with menu options, not a human. The agent attempted to reach Katherine but was unable to speak with a person before the call ended.","aitm_callsummarytitle":"Call reached automated phone system, no human","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_227f74469f6abd29280f7901ea0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_227f74469f6abd29280f7901ea0","number_of_calls_reached":"2","notrenewedwanttorenew":"No","mini_nps":"3","old_int_code":"08"}},"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, TMAI","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\n2026 May 08 contact is retired, callback scheduled for May 12 at 10:00 - NPI# 33843\n2026 May 12 voicemail reached, message left\n2026 May 12 voicemail reached, no direct contact made\n2026 May 14 voicemail reached, no direct contact\n2026 May 14 call reached voicemail, no message left.\n2026 May 19 call reached voicemail - no direct contact\n2026 May 19 call reached voicemail, message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T17:11:59-04:00","pds_july":"1","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A01346","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","phone_2":"2363331816","pds_september":"1","last_act_type":"2022-06-07","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","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-19T17:27:00-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_call_back_date_and_time":"2026-05-12T10:00:00-04:00","npi_call_back_time_hour":"10","npi_call_back_time_minute":"00","npi_transcriptsummary":"The call reached voicemail and no conversation with a human took place. The agent left a message requesting the caller to leave their name, phone number, and time of call.","aitm_callsummarytitle":"Voicemail reached, message left","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No interaction to determine renewal interest due to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine other benefits.","old_int_code":"10","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e40d8cdf6161e00b695771bce74","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e40d8cdf6161e00b695771bce74"}},"seriesid":"163"}
{"contact":{"id":"35132","email":"olga_larionov@yahoo.ca","first_name":"Olga","last_name":"Larionova","phone":"4163215464","orgname":"Strides Toronto","customer_acct_name":"Strides Toronto","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"origin":"Lapsed Spring 2024","domain_1":"eventscape.com","region":"CDN","last_engaged_date":"2024-11-22","old_do_id":"LB2502487","full_name":"Olga Larionova, CHRL","language":"English","canceldate":"2023-04-04","cpa_certification":"PCP","extension_phone_1":"364","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C00686","new_member_date_2":"2020-05-15","cert_status":"PENDING","phone_2":"4163897112","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","blocnote":"18 March 2025 Not in the office call later\n31 March 2025 Not in the office   Apr 7 2025 vm\nApr 30 2025 vm  Aug 5 2025 vm\nLN Oct 6 2025 Sandra Curley-Fildes (#321554) is no longer there. Olga Larionova in payroll said she has associate membership\nLN \/ 22 Oct 2025 VM\nLN \/ 31 Oct 2025 Olga is in payroll - she wants to renew the Associate membership but she needs to know if she has to retake her PCP courses - she is waiting for answer before she renews\n251107 Information was sent to NPI for handling directly with the non-member.","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"75507","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T13:14:00-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25C00686","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-10-11","old_int_code":"23","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":"2021-06-29","number_of_passed_courses":"4","sendapplicationform":"2025-10-31T13:12:00-04:00","regular_email_change_date":"2025-10-31T13:12:05-04:00","email2":"olga_larionov@yahoo.ca","trc":"True","wera":"False","npi_email_temp":"olga_larionov@yahoo.ca","pcl_completion_date_5":"2025-08-30","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","corp_cancel_date":"2024-04-02"}},"seriesid":"163"}
{"contact":{"id":"34124","email":"wmckwang@yahoo.com","first_name":"Hong","last_name":"Wang","phone":"4165326234","orgname":"Ontario Family Group Homes","customer_acct_name":"Ontario Family Group Homes","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"161567","full_name":"Hong Wang","language":"English","canceldate":"2021-11-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2020-09-17","lead_status":"Refused","no_email_solicitation":"True","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"15","blocnote":"June 4 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact with Ben\n2026 May 11 call reached voicemail for head office\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call started, user hesitant and ended call abruptly.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25A00658","temp_intcode_for_auto_old_int_code":"15","phone_2":"4169516420","last_infoline_date_type":"2021-12-07","last_act_type":"2021-12-07","pcl_status":"P","pcl_completion_date":"2010-04-09","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"wmckwang@yahoo.com","pcl_completion_date_5":"2015-04-09","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent reached Hong and introduced herself as Ellen from the National Payroll Institute, attempting to discuss the lapsed Associate membership and ask questions about the membership experience. The user was hesitant and asked several questions about the caller's identity and purpose before the call ended abruptly.","aitm_callsummarytitle":"User hesitant and ended call abruptly","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_2a3d4e79506fd3c4b2d4402afb9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2a3d4e79506fd3c4b2d4402afb9","mini_nps":"1","onesentencenotrenewed":"User was hesitant and did not engage with the renewal discussion.","initialvalue":"Other","othermemberbenefit":"User did not specify any benefits.","old_int_code":"6","astotherreasonsnottorenew":"User was suspicious and did not want to continue the conversation.","age_range":"Preferred not to say","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00658","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34729","email":"shiamibala@hotmail.com","first_name":"Shiami","last_name":"Balasubramaniam","phone":"6479940495","orgname":"Accor Management Canada Inc.","customer_acct_name":"Accor Management Canada Inc.","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"232353","full_name":"Shiami Balasubramaniam","language":"English","canceldate":"2024-02-03","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2025-07-11","lead_status":"Renewed Lapsed","no_email_solicitation":"False","pds_march":"4","pipeline_1_lapsed_members":"Renewed lapsed","province":"ON","intcode":"99","blocnote":"June 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T15:20:00-04:00","nonactive_reason":"AST->CAND\/PRO","pipeline_2_members_only_ast":"AST to CAND","pds_july":"4","paid_thru":"2027-06-30","date_of_renewal_identification":"2025-08-11","temp_do_id_for_auto_old_do_id":"AST03228","temp_intcode_for_auto_old_int_code":"99","pds_august":"4","phone_2":"6478182624","old_int_code":"6","pds_september":"4","last_infoline_date_type":"2025-11-28","last_act_type":"2026-05-25","pcl_status":"P","pcl_completion_date":"2025-11-01","number_of_passed_courses":"2","pds_october":"4","pf1_status":"P","trc":"True","wera":"False","pds_november":"4","do_id":"AST03228","old_do_id":"LB2507212","npi_email_temp":"shiamibala@hotmail.com","pf1_completion_date":"2026-02-20","pf2_status":"E","pcl_completion_date_5":"2030-11-01","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30"}},"seriesid":"163"}
{"contact":{"id":"33948","email":"lebuiskk@hotmail.com","first_name":"Kim","last_name":"Lebuis","phone":"5142569446","orgname":"Boutique La Vie en Rose","customer_acct_name":"Boutique La Vie en Rose","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"207359","full_name":"Kim Lebuis","do_id":"L25A00366","language":"French","canceldate":"2024-07-03","time_zone":"2","area_code":"514","extension_phone_1":"2498","members_type":"AST","new_member_date_2":"2017-05-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-04-30","intcode":"15","blocnote":"158 ao\u00fbt 2025 bv\n2026 May 08 call initiated but no conversation, user hung up","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00366","temp_intcode_for_auto_old_int_code":"15","phone_2":"5146053775","last_act_type":"2023-02-03","pcl_status":"P","pcl_completion_date":"2012-12-07","pf1_status":"P","pf1_completion_date":"2013-01-23","pf2_status":"P","pf2_completion_date":"2013-03-05","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"lebuiskk@hotmail.com","pcl_completion_date_5":"2017-12-07","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:00-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was initiated but no conversation took place as the user pressed a digit and the call ended shortly after without any interaction.","aitm_callsummarytitle":"Call initiated but no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a075374884599fab79e75493569","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a075374884599fab79e75493569","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35010","email":"thomas.mcrobs@gmail.com","first_name":"Thomas","last_name":"McRoberts","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Thomas McRoberts","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"289","members_type":"CAND","do_id":"L25C02173","new_member_date_2":"2022-04-28","phone_2":"2894550638","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"310945","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C02173","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-03-24","pcl_status":"P","pcl_completion_date":"2022-08-04","pf1_status":"P","pf1_completion_date":"2023-01-09","pf2_status":"P","pf2_completion_date":"2023-05-28","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"thomas.mcrobs@gmail.com","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no message left\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction\n2026 May 19 call reached voicemail, no human interaction\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","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":"2023-10-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ron_frey@sympatico.ca","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:06-04:00","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.","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","session_id":"call_3cefb45ec03721a5036d80636e4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3cefb45ec03721a5036d80636e4"}},"seriesid":"163"}
{"contact":{"id":"34458","email":"darmik@sympatico.ca","first_name":"Michael","last_name":"Roy","phone":"6134471650","orgname":"DarMik Bookkeeping Services","customer_acct_name":"DarMik Bookkeeping Services","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"216131","full_name":"Michael Roy","language":"English","canceldate":"2021-08-04","time_zone":"2","area_code":"613","members_type":"AST","new_member_date_2":"2013-06-12","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"11","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 user requested removal from call list and no callback.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:32-04:00","paid_thru":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25A00737","temp_intcode_for_auto_old_int_code":"11","phone_2":"6134471650","last_act_type":"2020-05-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"darmik@sympatico.ca","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Michael regarding his lapsed Associate membership with the National Payroll Institute. Michael expressed suspicion about the call being AI-generated and requested that his phone number be removed from the call list with no future callbacks. The agent confirmed the removal and ended the call politely.","aitm_callsummarytitle":"User requested removal from call list","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_820a49714a0c90ef25703a588e2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_820a49714a0c90ef25703a588e2","mini_nps":"1","onesentencenotrenewed":"User requested removal from call list and no further contact.","initialvalue":"Other","othermemberbenefit":"User did not specify initial value, expressed distrust of AI calls.","old_int_code":"6","astotherreasonsnottorenew":"User requested no further contact and removal from call list.","age_range":"Preferred not to say","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00737","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35289","email":"mylene_viau@outlook.com","first_name":"Mylene","last_name":"Viau","phone":"5142618898","orgname":"Gestion Familiale Fratino","customer_acct_name":"Gestion Familiale Fratino","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mylene Viau","language":"English","canceldate":"2024-01-05","cpa_certification":"PCP","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01199","new_member_date_2":"2021-11-10","cert_status":"PENDING","phone_2":"5145121694","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"289968","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25C01199","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-11-16","pcl_status":"P","pcl_completion_date":"2022-01-30","pf1_status":"P","pf1_completion_date":"2022-04-05","pf2_status":"P","pf2_completion_date":"2022-06-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-04-14","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"mylene_viau@outlook.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"35478","email":"im_cris_fernando@yahoo.com","first_name":"Maricris","last_name":"Fernando-Dalusung","phone":"7807007962","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Maricris Fernando-Dalusung","language":"English","canceldate":"2023-07-11","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02469","new_member_date_2":"2022-05-26","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313397","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02469","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-26","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-11-09","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"im_cris_fernando@yahoo.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"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, TMAI","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":"06","blocnote":"03 June 2025 VM\r\nLN \/ 15 September 2025 She doesn't work there\n2026 May 08 call reached wrong person, asked for best time to reach Lori.\n2026-05-11 dial busy, phone:  +12508527151\n2026 May 11 call reached voicemail, no human interaction\n2026-05-13 dial busy, phone:  +12508527151\n2026 May 13 call reached voicemail, no conversation\n2026-05-15 dial busy, phone:  +12508527151\n2026 May 15 call reached voicemail, no contact made\n2026-05-19 dial busy, phone:  +12508527151\n2026 May 19 voicemail reached, no human answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T18:12:02-04:00","pds_july":"1","paid_thru":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25A00388","old_int_code":"07","temp_intcode_for_auto_old_int_code":"06","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","latest_paid_thru":"2021-05-31","called_by":"Tri","aitm_status_called":"2026-05-19T18:27:06-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"9","npi_transcriptsummary":"The call was not answered by a human and went to voicemail after a brief greeting attempt by the agent.","aitm_callsummarytitle":"Voicemail reached, no human answer","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not Lori and did not continue the conversation.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not reached, wrong person answered.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_384780620a46bfc3b7fff2ecff4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_384780620a46bfc3b7fff2ecff4","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33797","email":"yolanda.baldwin@litera.com","first_name":"Yolanda","last_name":"Baldwin","phone":"4169006685","orgname":"Kira Systems Inc","customer_acct_name":"Kira Systems Inc","tags":"npiAlert13, 250908 phone cannot be recovered, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"239797","full_name":"Yolanda Baldwin","do_id":"L25A00835","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2018-03-09","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":"06","blocnote":"june 2 2025 vm\r\nnumber not in service\n2026-05-08 dial busy, phone:  +14169006685\n2026 May 08 call reached voicemail, no contact made.\n2026-05-11 dial busy, phone:  +14169006685\n2026 May 11 call reached voicemail, no human interaction\n2026-05-13 dial busy, phone:  +14169006685\n2026 May 13 call reached voicemail, no contact made\n2026-05-15 dial busy, phone:  +14169006685\n2026 May 15 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","pds_july":"1","paid_thru":"2024-02-29","old_int_code":"07","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25A00835","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","phone_2":"4169039644","pds_september":"1","last_infoline_date_type":"2019-11-21","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2016-05-02","pf1_status":"P","pf1_completion_date":"2016-11-20","pf2_status":"P","pf2_completion_date":"2017-04-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-11-17","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"yolanda.baldwin@litera.com","pcl_completion_date_5":"2021-05-02","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c039e61758e413df1cae91f89be","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c039e61758e413df1cae91f89be","npi_transcriptsummary":"The call was very brief and disconnected after reaching voicemail without any meaningful conversation.","aitm_callsummarytitle":"Call reached voicemail, no conversation","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No contact was made as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine other member benefit.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
{"contact":{"id":"34396","email":"pbhatti70@hotmail.com","first_name":"Patrus","last_name":"Bhatti","phone":"8005941365","orgname":"Smarter Solutions Plus","customer_acct_name":"Smarter Solutions Plus","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"248710","full_name":"Patrus Bhatti","do_id":"L25A00472","language":"English","canceldate":"2022-10-04","time_zone":"2","area_code":"800","extension_phone_1":"113","members_type":"AST","new_member_date_2":"2019-08-26","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"16","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 voicemail reached, no contact with Patrus\n2026 May 11 reached wrong number, Patrus not available.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:49-04:00","pds_july":"1","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A00472","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"9059222727","pds_september":"1","last_infoline_date_type":"2021-01-09","last_act_type":"2023-12-12","pcl_status":"P","pcl_completion_date":"2017-03-05","pf1_status":"P","pf1_completion_date":"2017-06-22","pf2_status":"P","pf2_completion_date":"2017-10-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-06-07","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"pbhatti70@hotmail.com","pcl_completion_date_5":"2022-03-05","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:41:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_257c6e5e08d5c668be9df18ab04","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_257c6e5e08d5c668be9df18ab04","npi_transcriptsummary":"The agent called to speak with Patrus but reached the wrong number. The person who answered confirmed that Patrus was not available and indicated it was the wrong number. The call ended shortly after.","aitm_callsummarytitle":"Reached wrong number, Patrus not available","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","mini_nps":"3","onesentencenotrenewed":"Contact indicated wrong number and Patrus was not available.","initialvalue":"Other","othermemberbenefit":"Wrong number, no membership discussion.","old_int_code":"08","astotherreasonsnottorenew":"Wrong number, contact not available.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34360","email":"spartan32765@hotmail.com","first_name":"Jeff","last_name":"Couturier","phone":"5028152463","orgname":"Sazerac","customer_acct_name":"Sazerac","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"315246","full_name":"Jeff Couturier","do_id":"L25A01214","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"502","members_type":"AST","new_member_date_2":"2022-08-04","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"FL","intcode":"06","blocnote":"June 5 2025 vm\r\nSept 3 2025 vm Amanda\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact with Amanda Fraser\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:47-04:00","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A01214","temp_intcode_for_auto_old_int_code":"6","phone_2":"4074898723","last_infoline_date_type":"2022-08-16","last_act_type":"2022-08-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"spartan32765@hotmail.com","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:40-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","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","session_id":"call_161245642b0fcec88e865291eea","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_161245642b0fcec88e865291eea"}},"seriesid":"163"}
{"contact":{"id":"36106","email":"tammysood@gmail.com","first_name":"Tamanna","last_name":"Sood","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tamanna Sood","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C01271","new_member_date_2":"2020-12-16","phone_2":"4372325845","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"291848","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01271","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-29","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","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"tammysood@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"35136","email":"shmony_johni@hotmail.com","first_name":"Shmony","last_name":"Hermez","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Shmony Hermez","language":"English","canceldate":"2023-11-02","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C01185","new_member_date_2":"2022-09-09","phone_2":"5196867634","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"289649","paid_thru":"2023-08-31","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":"L25C01185","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-20","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-06-20","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"shmony_johni@hotmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"34334","email":"catia@burovision.com","first_name":"Catia","last_name":"Nicita","phone":"5144811833","orgname":"Burovision","customer_acct_name":"Burovision","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"278487","full_name":"Catia Nicita","do_id":"L25A00985","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2019-07-31","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"QC","intcode":"21","blocnote":"june 5 2025 she no longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T15:20:00-04:00","old_int_code":"12","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A00985","temp_intcode_for_auto_old_int_code":"21","phone_2":"5146482590","last_act_type":"2022-06-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"catia@burovision.com","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"34657","email":"kristinazinyuk@gmail.com","first_name":"Kristina","last_name":"Zinyuk","phone":"4167987050","orgname":"G & L Group","customer_acct_name":"G & L Group","tags":"npiAlert12, npiAlert13","ip4":"127.0.0.1","fields":{"individual_id":"227769","full_name":"Kristina Zinyuk","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2026-03-13","lead_status":"Renewed Lapsed","no_email_solicitation":"False","pipeline_1_lapsed_members":"Renewed lapsed","province":"ON","intcode":"99","blocnote":"June 10 2025 Survey completed Send application email forgot\r\nLN \/ 22 October 2025 VM\r\nLN \/ 31 October 2025 call back next week\r\nLN \/ 12 November 2025 Sent her the e-mail and all info of how to retake her courses for PCP - she wil by the end of this week\r\nLN \/ 16 December 2025 VM\r\nLN \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T09:21:00-05:00","sendapplicationform":"2025-11-12T12:24:00-05:00","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":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"They did not align with my schedule.","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":"2027-02-28","temp_do_id_for_auto_old_do_id":"L25A00784","temp_intcode_for_auto_old_int_code":"99","phone_2":"6476808636","last_infoline_date_type":"2023-11-09","last_act_type":"2026-03-13","old_int_code":"10","pcl_status":"F","pcl_completion_date":"2026-05-20","number_of_passed_courses":"0","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"Yes","trc":"False","wera":"False","npi_email_temp":"kristinazinyuk@gmail.com","date_of_renewal_identification":"2026-03-14","pcl_completion_date_5":"2031-05-20","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"35487","email":"b.alexander01@yahoo.com","first_name":"Benton","last_name":"Alexander","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Benton Alexander","language":"English","canceldate":"2023-04-04","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"L25C01970","new_member_date_2":"2022-02-23","phone_2":"6133045006","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308506","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C01970","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-23","pcl_status":"F","pcl_completion_date":"2022-06-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"b.alexander01@yahoo.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"34274","email":"angela.wagner@pearson.com","first_name":"Angela","last_name":"Wagner","phone":"2064277070","orgname":"Pearson","customer_acct_name":"Pearson","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"313563","full_name":"Angela Wagner","do_id":"L25A01193","language":"English","canceldate":"2023-07-11","time_zone":"5","area_code":"206","members_type":"AST","new_member_date_2":"2022-06-01","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"MS","intcode":"06","blocnote":"04 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made.\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:49-04:00","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A01193","temp_intcode_for_auto_old_int_code":"6","organization_id":"353237","phone_2":"2064277070","last_act_type":"2025-07-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"angela.wagner@pearson.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:31:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made but reached voicemail and no conversation with a human 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","session_id":"call_d8fdd3d252a3eb6a84543984d2f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d8fdd3d252a3eb6a84543984d2f","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"}},"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, TMAI","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\n2026 May 08 call forwarded to voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:46-04:00","intcode":"06","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A00704","temp_intcode_for_auto_old_int_code":"06","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","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:31-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and was forwarded to voicemail immediately upon dialing.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"11","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ac27353d112bbf4673831b3c043","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ac27353d112bbf4673831b3c043","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"33787","email":"triciafoster@rogers.com","first_name":"Patricia","last_name":"Foster","phone":"4168606844","orgname":"Mackie Research Capital Corp.","customer_acct_name":"Mackie Research Capital Corp.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"95457","full_name":"Patricia Foster","do_id":"L25A00583","language":"English","canceldate":"2021-07-03","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2020-05-14","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"june 2 2025 vm  Sept 5 2025 vm\n2026 May 08 call reached voicemail, no answer\n2026 May 08 callback scheduled for Monday 10 AM\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail.\n2026 May 15 call reached voicemail, message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T14:06:40-04:00","pds_july":"1","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A00583","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","phone_2":"4164560860","pds_september":"1","last_infoline_date_type":"2020-04-13","last_conf_date_type":"2006-06-06","last_act_type":"2020-05-13","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"triciafoster@rogers.com","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T14:21:44-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call reached voicemail and the agent left a message for Patricia to return the call.","aitm_callsummarytitle":"Voicemail reached, message left","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_758bca1e53d4db121950f8ef18d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_758bca1e53d4db121950f8ef18d","npi_call_back_date_and_time":"2026-05-11T10:00:00-04:00","npi_call_back_time_hour":"10","npi_call_back_time_minute":"00","mini_nps":"3","old_int_code":"10"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"228128","full_name":"Sarah Sun","language":"English","time_zone":"5","area_code":"604","members_type":"AST","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"01","blocnote":"06 June 2025 Not in the office\r\nLN \/ 17 September 2025 On a holiday\n2026 May 08 call ended after contact not available, no voicemail left\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached Noah Kosser who was not available to speak; call ended quickly.\n2026 May 13 call ended after contact said Sarah was not available, no callback time given.\n2026 May 15 contact refused to renew and completed survey - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T14:06:40-04:00","temp_do_id_for_auto_old_do_id":"L25A00786","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T14:06:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent contacted Sarah regarding her lapsed Associate membership with the National Payroll Institute. Sarah declined to renew and provided reasons for not continuing her membership, answering a brief survey with low satisfaction. The call concluded politely with all survey questions completed.","aitm_callsummarytitle":"Membership Non-Renewal and Survey Completion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_42408187c38ec2b90054f0fea40","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_42408187c38ec2b90054f0fea40","mini_nps":"1","onesentencenotrenewed":"We do not need to.","initialvalue":"Seminar","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not available to discuss renewal.","age_range":"61+","number_of_calls_reached":"3","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00786"}},"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":"2021-02-07","last_act_type":"2024-11-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"abrousseau@cjmds.qc.ca","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","company_paid_thru":"2024-11-30","corp_cancel_date":"2025-02-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"34313","email":"tessavennard@gmail.com","first_name":"Tessa","last_name":"Vennard","phone":"2503654299","orgname":"Mercer Celgar Ltd","customer_acct_name":"Mercer Celgar Ltd","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"277287","full_name":"Tessa Vennard","do_id":"L25A00979","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2019-06-19","lead_status":"Refused","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","cpa_certification":"PCP","intcode":"21","blocnote":"05 June 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T16:21:00-04:00","old_int_code":"12","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A00979","temp_intcode_for_auto_old_int_code":"21","phone_2":"2506082439","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-02-10","pf1_status":"P","pf1_completion_date":"2011-08-25","pf2_status":"P","pf2_completion_date":"2019-10-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-02-14","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"tessavennard@gmail.com","pcl_completion_date_5":"2016-02-10","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"34733","email":"amy.tait@ca.mcd.com","first_name":"Rich","last_name":"Olynyk","phone":"4167356708","orgname":"McDonald's Restaurants of Canada","customer_acct_name":"McDonald's Restaurants of Canada","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"70394","full_name":"Rich Olynyk","do_id":"L25A00558","language":"English","canceldate":"2023-12-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2017-10-10","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 call reached voicemail\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail of Amy Kate\n2026 May 15 call reached voicemail of Amy Tate\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail of Amy Tate\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A00558","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2018-05-04","last_act_type":"2022-09-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amy.tait@ca.mcd.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:06-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was not answered by a human and went 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","session_id":"call_d94c35d3eaf7d55741162e4da25","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d94c35d3eaf7d55741162e4da25","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"35721","email":"rupinderjitkaursep1993@gmail.com","first_name":"Rupinderjit","last_name":"Kaur","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rupinderjit Kaur","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C02493","new_member_date_2":"2022-06-21","phone_2":"2505527275","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313562","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":"L25C02493","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-16","pcl_status":"F","pcl_completion_date":"2022-10-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rupinderjitkaursep1993@gmail.com","pcl_completion_date_5":"2027-10-21","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"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, TMAI","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":"15","blocnote":"June 3 2025 vm\r\nAug 20 2025 Survey completed\n2026 May 08 contact answered and started survey, initial value given as Designation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","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":"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","temp_do_id_for_auto_old_do_id":"L25A00619","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Lana and confirmed her identity before explaining the purpose of the call regarding her lapsed Associate membership. Lana acknowledged a previous similar call and agreed to answer a few quick questions, starting with the initial value that drove her to become a member, to which she responded with 'Four' indicating gaining payroll designation.","aitm_callsummarytitle":"Membership survey started with Lana","notrenewedwanttorenew":"No","initialvalue":"Designation","npi_voicemaildetection":"No","old_int_code":"1","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8b61d45b574e307ae70081bb376","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8b61d45b574e307ae70081bb376","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34365","email":"mirela_melinda@hotmail.ca","first_name":"Mirela","last_name":"Lemut","phone":"9059900697","orgname":"FVB Psychologists","customer_acct_name":"FVB Psychologists","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"202846","full_name":"Mirela Lemut","do_id":"L25A00715","language":"English","canceldate":"2022-10-04","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2012-08-14","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"3","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"CPM","intcode":"16","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 She doesn't work there anymore\n2026 May 08 call reached automated system message, no human interaction\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 contact informed Mirela no longer works at clinic, no new contact info obtained","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:46-04:00","pds_july":"3","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A00715","temp_intcode_for_auto_old_int_code":"16","pds_august":"3","phone_2":"6479737233","old_int_code":"08","pds_september":"3","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-12-19","pf1_status":"P","pf1_completion_date":"2014-02-07","pf2_status":"P","pf2_completion_date":"2013-07-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-04-17","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"mirela_melinda@hotmail.ca","pcl_completion_date_5":"2017-12-19","formatted_paid_thru":"31\/07\/2022","latest_paid_thru":"2022-07-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called the contact to speak with Mirela but was informed that Mirela no longer works at the clinic. The agent asked for Mirela's new contact information but the call ended without obtaining it.","aitm_callsummarytitle":"Contact no longer works at clinic","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_074a18faa5513d2e8dd06f2da76","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_074a18faa5513d2e8dd06f2da76","notrenewedwanttorenew":"No","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35088","email":"vickychen11130@gmail.com","first_name":"Yuqing","last_name":"Chen","phone":"","orgname":"Swiss Water Decaffeinated Coffee Inc","customer_acct_name":"Swiss Water Decaffeinated Coffee Inc","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yuqing Chen","language":"English","canceldate":"2024-07-03","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02431","new_member_date_2":"2022-05-17","cert_status":"PENDING","phone_2":"7787987298","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313084","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C02431","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-06-20","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2023-01-09","pf2_status":"P","pf2_completion_date":"2023-05-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-25","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"vickychen11130@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"35847","email":"gbrarpi@gmail.com","first_name":"Gurpreet","last_name":"Sangha","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Gurpreet Sangha","language":"English","canceldate":"2023-09-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"AST","do_id":"L25A01439","new_member_date_2":"2014-07-02","cert_status":"WITHDRAWN_CPE","phone_2":"4037709133","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"194768","intcode":"16","blocnote":"June 11 2025 vm\n2026-05-08 invalid phone destination, phone: +14037709133","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:47-04:00","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A01439","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-04-24","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":"gbrarpi@gmail.com","pcl_completion_date_5":"2017-03-15","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T14:31:47-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_75f7d23bbb15ff2bd28dbfe7497","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_75f7d23bbb15ff2bd28dbfe7497"}},"seriesid":"163"}
{"contact":{"id":"34340","email":"thulisilemb@hotmail.com","first_name":"Thulisile","last_name":"Mathabela","phone":"4168645736","orgname":"St. Michael's Hospital","customer_acct_name":"St. Michael's Hospital","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"209689","full_name":"Thulisile Mathabela","do_id":"L25A00459","language":"English","canceldate":"2021-07-03","time_zone":"2","area_code":"416","extension_phone_1":"5736","members_type":"AST","new_member_date_2":"2020-05-14","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"15","blocnote":"wrong number\n2026 May 08 call initiated but no conversation beyond initial greeting\n2026 May 11 call answered by wrong person at surgical day care, no renewal discussion\n2026 May 13 call answered by unknown person, not Thulisile, call ended politely\n2026 May 15 call reached wrong person, not Thulisile Mathabela\n2026 May 19 very short call, no survey or renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:12:02-04:00","old_int_code":"03","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A00459","temp_intcode_for_auto_old_int_code":"15","phone_2":"6477679976","last_act_type":"2020-05-13","pcl_status":"P","pcl_completion_date":"2013-02-22","pf1_status":"P","pf1_completion_date":"2013-03-18","pf2_status":"P","pf2_completion_date":"2013-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-09-19","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"thulisilemb@hotmail.com","pcl_completion_date_5":"2018-02-22","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-19T11:12:02-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The call was very brief with minimal interaction; the agent greeted the user and quickly ended the call without completing any survey or renewal discussion.","aitm_callsummarytitle":"Brief call with no engagement","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_df4735c8e24c5dfd32681e526d6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_df4735c8e24c5dfd32681e526d6","number_of_calls_reached":"5","onesentencenotrenewed":"Contact was not the intended person and did not engage in the renewal conversation.","initialvalue":"Other","othermemberbenefit":"Contact did not provide a reason for membership","astotherreasonsnottorenew":"Contact was not reached; wrong person answered the call.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"34554","email":"kristin.reynolds@westbrookgreenhouses.com","first_name":"Kristin","last_name":"Reynolds","phone":"8002630230","orgname":"Westbrook Greenhouses Ltd.","customer_acct_name":"Westbrook Greenhouses Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"288015","full_name":"Kristin Reynolds","do_id":"L25A01049","language":"English","canceldate":"2021-06-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2020-04-28","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"0","blocnote":"June 10 2025 vm\r\nSept 3 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call answered by Christine Reynolds, intended contact Kristin not reached\n2026 May 11 reached voicemail, no human contact\n2026 May 11 call reached voicemail answered by Christine\n2026 May 13 voicemail reached, message left for callback\n2026 May 13 call reached Christine Reynolds, not Kristin, call ended quickly\n2026 May 15 call reached voicemail, no live contact made.\n2026 May 15 call answered by Christine Reynolds, not Kristin - no renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:06:43-04:00","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A01049","temp_intcode_for_auto_old_int_code":"08","phone_2":"9059459611","last_infoline_date_type":"2020-04-27","last_act_type":"2020-04-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kristin.reynolds@westbrookgreenhouses.com","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T11:26:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Kristin but was answered by Christine Reynolds, indicating the intended contact was not reached. The call ended quickly without further conversation.","aitm_callsummarytitle":"Call answered by wrong person","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0cd152b43260699897f1bd0841d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0cd152b43260699897f1bd0841d","old_int_code":"08","number_of_calls_reached":"3","mini_nps":"3","onesentencenotrenewed":"Contact not reached; call answered by someone else.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Call answered by a different person, not the intended contact.","age_range":"Preferred not to say"}},"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","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"35298","email":"kulotcoyen@gmail.com","first_name":"Elinor","last_name":"Bolano","phone":"7804891756","orgname":"Canbian","customer_acct_name":"Canbian","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Elinor Oyen Bolano","language":"English","canceldate":"2023-10-03","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02709","new_member_date_2":"2022-07-27","phone_2":"7805144538","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315010","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C02709","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-27","pcl_status":"F","pcl_completion_date":"2022-12-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kulotcoyen@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35569","email":"selene319@gmail.com","first_name":"Heidy","last_name":"Zambrano","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Heidy Selene Becerra Zambrano","language":"French","canceldate":"2023-05-02","time_zone":"2","area_code":"438","members_type":"CAND","do_id":"L25C00978","new_member_date_2":"2022-03-15","phone_2":"4384075547","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"279189","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C00978","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-15","pcl_status":"P","pcl_completion_date":"2019-12-23","pf1_status":"F","pf1_completion_date":"2022-06-20","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"selene319@gmail.com","pcl_completion_date_5":"2024-12-23","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"34153","email":"pamelahwatts@icloud.com","first_name":"Pamela","last_name":"Watts, CGA","phone":"6132066466","orgname":"Equinelle Golf Club","customer_acct_name":"Equinelle Golf Club","tags":"npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"264947","full_name":"Pamela Watts, CGA","language":"English","canceldate":"2022-09-02","time_zone":"2","area_code":"613","members_type":"AST","new_member_date_2":"2018-07-10","lead_status":"Refused","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"01","blocnote":"june 5 2025 vm\r\nLN Sept 22 2025 Survey completed send application email.\r\n23 October 2025 VM\r\nLN \/ 12 November 2024 VM\r\nLN \/ 19 November 2025 VM\r\nLN \/ 04 December 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail\n2026 May 13 call reached voicemail, no conversation\n2026 May 13 call reached voicemail or automated system - no human contact\n2026 May 15 call reached voicemail, no human contact\n2026 May 15 contact declined to discuss membership renewal.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","pds_july":"2","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25A00933","temp_intcode_for_auto_old_int_code":"01","pds_august":"2","phone_2":"6132066466","sendapplicationform":"2025-09-22T11:12:00-04:00","old_int_code":"06","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":"Yes","membershipcostspecify":"Membership cost.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"There were changes due to health reasons.","hardtoparticipateevents":"No","mini_nps":"1","age_range":"Preferred not to say","selfpayrollproficiency":"Advance","pds_september":"2","last_act_type":"2021-05-24","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"pamelahwatts@icloud.com","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent called Pamela to discuss her lapsed Associate membership with the National Payroll Institute, but Pamela declined to engage in the conversation.","aitm_callsummarytitle":"Membership Renewal Declined","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_9173cf65097df5208f4796f2881","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9173cf65097df5208f4796f2881","onesentencenotrenewed":"Pamela declined to discuss her membership and did not want to continue the conversation.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Declined to discuss membership renewal.","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00933","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35043","email":"fredevic@msn.com","first_name":"Frederique","last_name":"Gauthier","phone":"5148842930","orgname":"Soci\u00e9t\u00e9 Qu\u00e9b\u00e9coise du Cannabis","customer_acct_name":"Soci\u00e9t\u00e9 Qu\u00e9b\u00e9coise du Cannabis","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Frederique Perron Gauthier","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01429","new_member_date_2":"2021-01-19","phone_2":"5148842930","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"296831","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01429","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-21","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"fredevic@msn.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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, TMAI","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":"15","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.\n2026 May 08 Agent reached Maria, informed about lapsed membership, call ended early.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:02-04:00","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":"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","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A01215","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:02-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Maria and informed her about her lapsed Associate membership with the National Payroll Institute. The agent attempted to ask questions about her membership experience, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Lapsed Membership Notification Call","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3241c01652e86f5d00f3acf56e5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3241c01652e86f5d00f3acf56e5","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35025","email":"doirona@outlook.com","first_name":"Audrey","last_name":"Doiron","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Audrey Doiron","language":"French","canceldate":"2024-07-03","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C02425","new_member_date_2":"2022-05-17","phone_2":"5148178914","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313045","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C02425","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-23","pcl_status":"P","pcl_completion_date":"2022-10-30","pf1_status":"F","pf1_completion_date":"2023-07-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"doirona@outlook.com","pcl_completion_date_5":"2027-10-30","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"34278","email":"cstein@mackaycontracting.com","first_name":"Carolyn","last_name":"Stein","phone":"4032004792","orgname":"Mackay Contracting Ltd.","customer_acct_name":"Mackay Contracting Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"313735","full_name":"Carolyn Stein","do_id":"L25A01194","language":"English","canceldate":"2024-08-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2022-06-06","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","blocnote":"june 5 2025 completed\n2026 May 08 call reached Carolyn after call control system, started membership renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","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 not working anymore","hardtoparticipateevents":"No","mini_nps":"3","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":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01194","temp_intcode_for_auto_old_int_code":"15","phone_2":"2504891858","last_infoline_date_type":"2023-06-11","last_act_type":"2023-06-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cstein@mackaycontracting.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Carolyn after navigating a call control system and introduced herself as calling from the National Payroll Institute regarding Carolyn's lapsed membership. The call was in its early stages with the agent beginning to ask about membership experience when the transcript ends.","aitm_callsummarytitle":"Reached Carolyn, started membership renewal discussion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_47be99276964b6e84b21c425f56","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_47be99276964b6e84b21c425f56","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34518","email":"naleesa.caouette@gmail.com","first_name":"Naleesa","last_name":"Caouette","phone":"2505751440","orgname":"Gibson Framing Ltd.","customer_acct_name":"Gibson Framing Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"221219","full_name":"Naleesa Caouette","do_id":"L25A00751","language":"English","canceldate":"2021-06-02","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2020-04-22","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 brief call with Naleesa, call ended abruptly","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:46-04:00","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A00751","temp_intcode_for_auto_old_int_code":"15","phone_2":"2505751440","last_act_type":"2020-04-22","pcl_status":"P","pcl_completion_date":"2014-04-23","pf1_status":"P","pf1_completion_date":"2014-09-03","pf2_status":"F","pf2_completion_date":"2020-08-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-04-08","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"naleesa.caouette@gmail.com","pcl_completion_date_5":"2019-04-23","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:26:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Naleesa and introduced herself as calling from the National Payroll Institute. The call was very brief and ended abruptly without further conversation or completion of the survey.","aitm_callsummarytitle":"Brief call with Naleesa ended abruptly","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fb98f19912b1b66299a253b5d50","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fb98f19912b1b66299a253b5d50","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"30574","email":"margaretliu123@hotmail.com","first_name":"Margaret","last_name":"Liu","phone":"6478359188","orgname":"Hydro One","customer_acct_name":"Hydro One","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"95523","full_name":"Margaret Liu","members_type":"CAND","do_id":"L25C00154","city_1":"Stouffville","province":"ON","language":"English","phone_2":"6478359188","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":"L25C00154","last_infoline_date_type":"2023-11-12","last_act_type":"2024-01-25","pcl_status":"P","pcl_completion_date":"2021-12-12","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"F","pf2_completion_date":"2024-03-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-01-25","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC Dec 5 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T11:19:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","old_int_code":"10","npi_email_temp":"margaretliu123@hotmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"35220","email":"gautammsurbhi@outlook.com","first_name":"Surabhi","last_name":"Gautam","phone":"4162077995","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Surabhi Gautam","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"416","members_type":"CORP","do_id":"","new_member_date_2":"2022-05-20","phone_2":"6475267538","province":"BC","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313158","organization_id":"8176","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C02444","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-10-30","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"F","pf1_completion_date":"2024-01-03","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"gautammsurbhi@outlook.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25C02444","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34643","email":"liweiwen1118@gmail.com","first_name":"Weiwen","last_name":"Li","phone":"9058828349","orgname":"The Nationwide Group","customer_acct_name":"The Nationwide Group","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"292040","full_name":"Weiwen Li","do_id":"L25A01075","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2022-05-18","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"June 10 2025 vm\r\nSept 3 2025 vm\n2026 May 08 call reached automated system, contact not authenticated, call ended without human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:35-04:00","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A01075","temp_intcode_for_auto_old_int_code":"15","phone_2":"4378874816","last_act_type":"2022-05-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"liweiwen1118@gmail.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:35-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach a contact at Nationwide Appraisal Services. The call went through an automated phone system with multiple menu options and the contact was not authenticated. The agent waited on hold for a live representative but ultimately ended the call without reaching a human or completing any task.","aitm_callsummarytitle":"Call reached automated system, no human contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was unable to authenticate and did not proceed with the call.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"6","astotherreasonsnottorenew":"Unable to authenticate and access required information.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_47ac90d71bd9866ad30a8e2cc18","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_47ac90d71bd9866ad30a8e2cc18","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34932","email":"srcolt@gmail.com","first_name":"Sarah","last_name":"Colt","phone":"4169432511","orgname":"Ernst & Young LLP","customer_acct_name":"Ernst & Young LLP","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"180720","full_name":"Sarah Colt, PCP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2023-03-23","coidnewmbrdate":"2018-12-17","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4168825173","pipeline_1_lapsed_members":"","canceldate":"2025-04-24","cpa_certification":"PCP","pds_april":"1","cert_status":"ACTIVE","zerobounce_reason":"valid","organization_id":"270345","intcode":"99","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T09:37:00-04:00","pipeline_2_members_only_ast":"","pds_july":"1","temp_do_id_for_auto_old_do_id":"LB2507304","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","old_int_code":"16","notrenewedother":"Phone cannot be recovered","old_do_id":"LB2507304","pds_september":"1","last_infoline_date_type":"2026-03-02","last_act_type":"2026-04-05","paid_thru":"2026-11-30","company_paid_thru":"2026-11-30","pcl_status":"P","pcl_completion_date":"2011-05-11","pf1_status":"P","pf1_completion_date":"2011-08-25","pf2_status":"P","pf2_completion_date":"2012-01-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-11-05","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"srcolt@gmail.com","pcl_completion_date_5":"2016-05-11","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","do_id":"","company_status":"A"}},"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, TMAI","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":"15","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 call reached voicemail, message left\n2026 May 08 voicemail reached, message left.\n2026 May 11 voicemail reached, message left\n2026 May 11 call started, identity confirmed, call ended abruptly before completion","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:46-04:00","pds_july":"2","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00421","temp_intcode_for_auto_old_int_code":"15","pds_august":"2","phone_2":"6132764910","pds_september":"2","last_infoline_date_type":"2019-03-12","last_act_type":"2022-08-04","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","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:31:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent reached Genevi\u00e8ve and confirmed her identity before informing her about the lapsed Associate membership. The call was brief and ended abruptly without completing the survey or discussing renewal.","aitm_callsummarytitle":"Partial call with identity confirmation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bc506eca01c0d8bb404847edb7d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bc506eca01c0d8bb404847edb7d","mini_nps":"3","onesentencenotrenewed":"No response from contact, voicemail reached.","initialvalue":"Other","othermemberbenefit":"No interaction to determine.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35035","email":"kintamatya@gmail.com","first_name":"Kinta","last_name":"Amatya","phone":"6045956132","orgname":"School District No. 36 (Surrey)","customer_acct_name":"School District No. 36 (Surrey)","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Kinta Amatya, PCP","language":"English","canceldate":"2023-03-02","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","do_id":"","new_member_date_2":"2021-01-18","cert_status":"ACTIVE","phone_2":"6139853014","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"296810","organization_id":"8491","temp_do_id_for_auto_old_do_id":"L25C01428","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-04-11","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"P","pf1_completion_date":"2021-05-30","pf2_status":"P","pf2_completion_date":"2021-11-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-19","number_of_passed_courses":"4","paid_thru":"2026-08-31","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kintamatya@gmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01428","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34919","email":"margo.dave@gmail.com","first_name":"Margo","last_name":"Dawe","phone":"6044740688","orgname":"Cotton Auctions & Appraisals","customer_acct_name":"Cotton Auctions & Appraisals","tags":"250501 LER Update, TMAI","ip4":"127.0.0.1","fields":{"do_id":"L25A01364","individual_id":"143964","full_name":"Margo Dawe","members_type":"AST","language":"English","time_zone":"5","province":"BC","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","blocnote":"Apr 23 email confirmed and questions answered\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 voicemail reached at Daugh residence\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 voicemail reached at Daugh residence\n2026 May 13 voicemail reached, no contact with Margo\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail at Dahl residence","nonactive_reason":"she is retired and she also thinks that it is getting too expensive","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","mini_nps":"4","notrenewednolongerinpayroll":"yes","notrenewedleftcanada":"no","notrenewednotused":"no","notrenewednotenoughvalue":"no","notrenewednobenefit":"no","notrenewedother":"no","notrenewedwanttorenew":"No","notrenewedcpehard":"no","notrenewedoutofbusiness":"no","notrenewedacquired":"no","notrenewedbudget":"no","notrenewedoutsourced":"no","notrenewedtemporaryneed":"no","notrenewednotenoughtime":"no","notrenewedtoolongprocess":"no","canceldate":"2021-06-02","cert_status":"WITHDRAWN_CPE","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2010-02-19","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A01364","cpa_certification":"PCP","pds_august":"3","phone_2":"6049392444","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2009-06-02","pf1_status":"P","pf1_completion_date":"2009-06-24","pf2_status":"P","pf2_completion_date":"2009-07-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-12-21","number_of_passed_courses":"4","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"margo.dave@gmail.com","pcl_completion_date_5":"2014-06-02","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:33-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail at the Dahl residence. No conversation or task completion occurred.","aitm_callsummarytitle":"Voicemail reached at Dahl residence","intcode":"06","npi_voicemaildetection":"Yes","ivrdetector":"Yes","temp_intcode_for_auto_old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cfdff4d7e6f956bb7369216c39e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cfdff4d7e6f956bb7369216c39e"}},"seriesid":"163"}
{"contact":{"id":"35798","email":"ahmed.farah2971@gmail.com","first_name":"Ahmed","last_name":"Farah","phone":"4038304008","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ahmed Abukar Farah","language":"English","canceldate":"2023-03-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02000","new_member_date_2":"2022-01-10","phone_2":"4038304008","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"308724","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C02000","last_act_type":"2022-08-01","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","number_of_passed_courses":"3","blocnote":"LNC \/ 13 November 2025 He had no idea what I was talking about","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T15:38:00-05:00","intcode":"11","temp_intcode_for_auto_old_int_code":"11","trc":"True","wera":"False","npi_email_temp":"ahmed.farah2971@gmail.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"35365","email":"susanapeters47.com@gmail.com","first_name":"Susie","last_name":"Peters","phone":"5198754134","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Susie Peters","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"519","members_type":"CAND","new_member_date_2":"2023-05-02","phone_2":"5198754134","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"304447","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C01715","last_infoline_date_type":"2023-10-26","last_act_type":"2023-10-26","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2022-05-01","number_of_passed_courses":"2","intcode":"21","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:23:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"susanapeters47.com@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C01715"}},"seriesid":"163"}
{"contact":{"id":"35150","email":"balto96@shaw.ca","first_name":"Norman","last_name":"Faulks","phone":"6046141996","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Norman Faulks","language":"English","canceldate":"2024-02-03","cpa_certification":"CPM","time_zone":"5","area_code":"604","members_type":"AST","do_id":"L25A01382","new_member_date_2":"2022-11-21","pds_april":"11","cert_status":"WITHDRAWN_CPE","phone_2":"6046141996","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"57447","intcode":"06","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:48-04:00","pds_july":"11","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A01382","temp_intcode_for_auto_old_int_code":"6","pds_august":"11","pds_september":"11","last_infoline_date_type":"2022-11-22","last_conf_date_type":"2009-06-09","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"11","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"balto96@shaw.ca","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:31:46-04:00","number_of_call_attempts":"8","number_of_total_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","session_id":"call_126dff79457aaec2abeaf50fdae","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_126dff79457aaec2abeaf50fdae","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"34137","email":"delana64@hotmail.com","first_name":"Delana","last_name":"Michel","phone":"5633815314","orgname":"SSAB Central Inc.","customer_acct_name":"SSAB Central Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"164133","full_name":"Delana Michel","do_id":"L25A00661","language":"English","canceldate":"2022-06-02","time_zone":"3","area_code":"563","members_type":"AST","new_member_date_2":"2014-04-04","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"IA","intcode":"21","blocnote":"June 4 2025","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T16:58:00-04:00","old_int_code":"12","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A00661","temp_intcode_for_auto_old_int_code":"21","phone_2":"5632106786","last_act_type":"2023-04-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"delana64@hotmail.com","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
{"contact":{"id":"34779","email":"espositoandreal@johndeere.com","first_name":"Andrea","last_name":"Esposito","phone":"9059457474","orgname":"John Deere Canada ULC","customer_acct_name":"John Deere Canada ULC","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"237290","full_name":"Andrea Esposito","do_id":"L25A00824","language":"English","canceldate":"2022-06-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2018-04-23","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"June 11 2025 no answer\r\nSept 3 2025 vm\n2026-05-08 Dial no answer, phone: +19059457474\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call started, agent introduced purpose, call ended early without survey or renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:43-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A00824","temp_intcode_for_auto_old_int_code":"15","phone_2":"2899560961","last_infoline_date_type":"2021-10-14","last_act_type":"2021-10-14","pcl_status":"F","pcl_completion_date":"2016-01-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"espositoandreal@johndeere.com","pcl_completion_date_5":"2021-01-31","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"06","retell_call_status":"ended","session_id":"call_c2b3d47731b1eddb5100f06ec7c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c2b3d47731b1eddb5100f06ec7c","npi_transcriptsummary":"The agent reached Andrea and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. The call was very brief and ended shortly after the introduction 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"}},"seriesid":"163"}
{"contact":{"id":"34591","email":"isabelle.zimmer@reddeer.ca","first_name":"Isabelle","last_name":"Zimmer","phone":"4033428215","orgname":"The City of Red Deer","customer_acct_name":"The City of Red Deer","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"17108","full_name":"Isabelle Zimmer","do_id":"L25A00518","language":"English","canceldate":"2024-07-03","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2006-11-13","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":"15","blocnote":"june 9 2025 vm\r\nLN \/ 23 September 2025 Survey completed\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 reached voicemail of Isabelle Zimmer\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail of Isabelle Zimmer, no contact made\n2026 May 13 call reached voicemail after greeting\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call started but user not available to talk, callback planned\n2026 May 19 call reached voicemail of Isabelle Zimmer\n2026 May 19 call reached voicemail, no conversation\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call started, agent introduced self and purpose, call ended early without completion","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:12:03-04:00","pds_july":"2","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A00518","temp_intcode_for_auto_old_int_code":"15","pds_august":"2","phone_2":"4035061543","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","notrenewedother":"No idea why","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"part of the resaon","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Above 61 years","selfpayrollproficiency":"Advance","old_int_code":"06","pds_september":"2","last_infoline_date_type":"2019-05-16","last_act_type":"2025-04-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-06-03","number_of_passed_courses":"1","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"isabelle.zimmer@reddeer.ca","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-21T12:27:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"12","npi_transcriptsummary":"The agent reached Isabelle and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. The agent began to ask if it was a good time to proceed but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call started but ended early","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_94914695d22e8082fdc20499122","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_94914695d22e8082fdc20499122","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"35443","email":"danicalynch94@gmail.com","first_name":"Morgan","last_name":"LeBlanc","phone":"4032857520","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Morgan LeBlanc","language":"English","canceldate":"2024-06-04","time_zone":"4","area_code":"403","members_type":"CAND","new_member_date_2":"2023-04-21","phone_2":"4032857520","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"278766","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C00966","last_act_type":"2024-03-12","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"F","pf1_completion_date":"2023-09-13","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 11 December 2025 VM says Shelley","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T18:00:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"danicalynch94@gmail.com","pcl_completion_date_5":"2025-12-07","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00966","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"34430","email":"imexicano1212@gmail.com","first_name":"Ivonne","last_name":"Torres","phone":"7739403853","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"317953","full_name":"Ivonne Torres","do_id":"L25A01231","language":"English","canceldate":"2024-12-04","time_zone":"3","area_code":"773","members_type":"AST","new_member_date_2":"2022-10-24","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"IL","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 contact requested callback at 2 PM, no renewal discussion\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T15:08:27-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A01231","temp_intcode_for_auto_old_int_code":"06","phone_2":"7737278199","last_act_type":"2023-09-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"imexicano1212@gmail.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-13T15:26:44-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_call_back_date_and_time":"2026-05-08T14:00:00-04:00","npi_call_back_time_hour":"14","npi_call_back_time_minute":"00","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact requested a callback and did not discuss renewal at this time.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"10","astotherreasonsnottorenew":"Contact did not provide a reason for not renewing during this call.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7b5cb6e685aef2c9bf9ef04ed5e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7b5cb6e685aef2c9bf9ef04ed5e"}},"seriesid":"163"}
{"contact":{"id":"35300","email":"castcc23@gmail.com","first_name":"Cecilia","last_name":"Ochoa","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Cecilia Esther Castillo Ochoa","language":"French","canceldate":"2023-08-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01200","new_member_date_2":"2022-06-15","phone_2":"5142952283","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"289994","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":"L25C01200","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-15","pcl_status":"F","pcl_completion_date":"2022-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"castcc23@gmail.com","pcl_completion_date_5":"2027-10-30","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"34713","email":"ioklee@yahoo.com","first_name":"Irene","last_name":"Lee","phone":"6048081979","orgname":"Vancouver City Savings Credit Union","customer_acct_name":"Vancouver City Savings Credit Union","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"60589","full_name":"Irene Lee","language":"English","canceldate":"2024-03-07","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2017-02-22","lead_status":"Renewed lapsed","no_email_solicitation":"False","pds_march":"10","pipeline_1_lapsed_members":"Renewed lapsed","province":"BC","organization_id":"10605","intcode":"99","blocnote":"June 10 2025 vm\r\nSept 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T20:15:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"10","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2505465","temp_intcode_for_auto_old_int_code":"99","pds_august":"10","phone_2":"6048089179","date_of_renewal_identification":"2026-05-28","old_do_id":"L25O01390","old_int_code":"6","pds_september":"10","last_infoline_date_type":"2026-02-20","last_act_type":"2026-02-20","company_paid_thru":"2026-07-31","number_of_passed_courses":"0","pds_october":"10","trc":"False","wera":"False","pds_november":"10","do_id":"LB2505465","npi_email_temp":"ioklee@yahoo.com","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35482","email":"l.safavizadeh@yahoo.com","first_name":"Leila","last_name":"Safavizadeh","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Leila Seyed Safavizadeh","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01482","new_member_date_2":"2021-03-18","phone_2":"4166065368","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"298762","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C01482","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-02","pcl_status":"P","pcl_completion_date":"2021-07-26","pf1_status":"P","pf1_completion_date":"2021-10-31","pf2_status":"P","pf2_completion_date":"2022-05-29","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"l.safavizadeh@yahoo.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"34117","email":"vio.anni@icloud.com","first_name":"Viorica","last_name":"Vladica","phone":"9024722972","orgname":"Landing Strong","customer_acct_name":"Landing Strong","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"306778","full_name":"Viorica Vladica","do_id":"L25A01156","language":"English","canceldate":"2023-12-02","time_zone":"1","area_code":"902","members_type":"AST","new_member_date_2":"2021-11-01","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"NS","intcode":"16","blocnote":"june 5 2025 vm\r\nLN Oct 1 2025 vm\n2026 Feb 26 reached voicemail, no message left\n2026 Feb 26 call reached voicemail, no contact made\n2026 Feb 26 voicemail reached, no message left\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 called wrong number, no contact with Viorica\n2026 Mar 09 call reached wrong number at Seagram and Associates, no renewal discussion\n2026 Mar 11 wrong number reached, call ended politely","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T10:06:49-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A01156","temp_intcode_for_auto_old_int_code":"16","phone_2":"9029438344","last_infoline_date_type":"2023-10-01","last_act_type":"2023-10-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vio.anni@icloud.com","aitm_status_called":"2026-03-11T10:06:49-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","npi_transcriptsummary":"The agent called the number and asked to speak with Viorica, but the person who answered said it was the wrong number. The agent ended the call politely.","aitm_callsummarytitle":"Wrong number reached, call ended","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","retell_call_status":"ended","old_int_code":"08","number_of_calls_reached":"3","number_of_total_call_attempts":"2","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"34844","email":"lisha86315@yahoo.com","first_name":"Sha","last_name":"Li","phone":"","orgname":"Grey Eagle Casino","customer_acct_name":"Grey Eagle Casino","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340510","full_name":"Sha Li","members_type":"CAND","new_member_date_2":"2025-01-07","city_1":"Calgary","province":"AB","language":"English","lead_status":"Renewed Lapsed","time_zone":"3","area_code":"306","phone_2":"3068505119","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-12-31","last_act_type":"2026-04-19","pcl_status":"P","pcl_completion_date":"2025-04-10","pf1_status":"P","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pf1_completion_date":"2025-12-17","temp_do_id_for_auto_old_do_id":"LB2506137","pf2_status":"P","npi_email_temp":"lisha86315@yahoo.com","pf2_completion_date":"2026-04-09","pcl_completion_date_5":"2030-04-10","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","cert_status":"PENDING","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-05-29"}},"seriesid":"163"}
{"contact":{"id":"34888","email":"mscott@ehlaw.ca","first_name":"Mallory","last_name":"Scott","phone":"6135637660","orgname":"Emond Harnden","customer_acct_name":"Emond Harnden","tags":"250425 Renewed Lapsed, npiAlert14, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Mallory Scott","members_type":"CORP","organization_id":"347457","coidnewmbrdate":"2025-02-13","city_1":"Ottawa","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"613","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"311419","paid_thru":"2027-01-31","last_infoline_date_type":"2025-02-21","last_act_type":"2025-02-21","company_paid_thru":"2027-01-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"L25O05326","temp_do_id_for_auto_old_do_id":"L25O05326","npi_email_temp":"mscott@ehlaw.ca","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-03","old_do_id":"LB2506529","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"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, TMAI","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":"15","blocnote":"04 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026 May 08 contact answered and started survey","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:44-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A00965","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent successfully reached Parvir and introduced the call regarding the lapsed Associate membership with the National Payroll Institute. The user agreed to proceed, and the agent began the survey by asking the first question about the initial value of membership.","aitm_callsummarytitle":"Started membership survey with Parvir","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_25d144d6b692b8cdcfdcd225a53","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_25d144d6b692b8cdcfdcd225a53","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35508","email":"karanjot.sangha1003@gmail.com","first_name":"Karanjot","last_name":"Sangha","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Karanjot Singh Sangha","language":"English","canceldate":"2023-05-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02218","new_member_date_2":"2022-03-29","phone_2":"6047235042","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311528","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02218","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-31","pcl_status":"P","pcl_completion_date":"2022-07-17","pf1_status":"P","pf1_completion_date":"2022-10-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-08-31","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"karanjot.sangha1003@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"34292","email":"jeffreymhill01@gmail.com","first_name":"Jeffrey","last_name":"Hill","phone":"6145708935","orgname":"Mercer-Digital","customer_acct_name":"Mercer-Digital","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"276113","full_name":"Jeffrey Hill","do_id":"L25A00973","language":"English","canceldate":"2022-07-05","time_zone":"2","area_code":"614","members_type":"AST","new_member_date_2":"2019-05-17","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"OH","intcode":"06","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:47-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25A00973","temp_intcode_for_auto_old_int_code":"6","phone_2":"6145708935","last_act_type":"2021-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jeffreymhill01@gmail.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:23-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_cdc34041cd5aa85c4fc5062e3e3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cdc34041cd5aa85c4fc5062e3e3","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"34493","email":"deborah.paton@silicates.com","first_name":"Deborah","last_name":"Paton","phone":"4162557771","orgname":"National Silicates","customer_acct_name":"National Silicates","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"192250","full_name":"Deborah Paton","do_id":"L25A00495","language":"English","canceldate":"2024-01-05","time_zone":"2","area_code":"416","extension_phone_1":"116","members_type":"AST","new_member_date_2":"2012-11-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"9","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"0","blocnote":"june 6 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 May 08 call reached automated system with invalid extension attempts, no human contact\n2026 May 11 call reached Michelle Brassard instead of Deborah, no renewal discussion.\n2026 May 13 call attempted to reach Deborah but contact not available, call ended without renewal discussion.\n2026 May 15 contact Michelle Tsar, de Troisero reached but Deborah not available, callback scheduled\n2026 May 19 call reached voicemail at Nationale Silica for Marlin Prejean\n2026 May 21 contact informed Deborah no longer works at Toronto office, no new contact info available","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:42:02-04:00","pds_july":"9","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A00495","temp_intcode_for_auto_old_int_code":"08","pds_august":"9","pds_september":"9","last_infoline_date_type":"2023-06-20","last_act_type":"2023-06-20","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"deborah.paton@silicates.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-21T09:42:02-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The agent attempted to reach Deborah but was informed that Deborah no longer works at the Toronto office, which has closed. The contact did not have new contact information for Deborah, and the call ended shortly after.","aitm_callsummarytitle":"Contact Not Available - Toronto Office Closed","notrenewedwanttorenew":"No","mini_nps":"3","initialvalue":"Other","age_range":"Preferred not to say","old_int_code":"08","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_872fd26b2c62764dbc8fad72b31","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_872fd26b2c62764dbc8fad72b31","number_of_calls_reached":"5","onesentencenotrenewed":"Contact not available to speak; call ended without renewal discussion.","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not available to discuss renewal.","phone_2":"6106514200"}},"seriesid":"163"}
{"contact":{"id":"34534","email":"sandyw@dimatec.com","first_name":"Sandy","last_name":"Whitesell","phone":"2048322828","orgname":"Dimatec Inc.","customer_acct_name":"Dimatec Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"221896","full_name":"Sandy Whitesell","do_id":"L25A00755","language":"English","canceldate":"2023-03-02","time_zone":"3","area_code":"204","members_type":"AST","new_member_date_2":"2014-09-10","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"MB","organization_id":"208546","intcode":"16","blocnote":"june 9 2025 she doesnt work there anymore\n2026 May 08 contact informed Sandy no longer works here, no new contact info provided.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:47-04:00","old_int_code":"08","pds_july":"2","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00755","temp_intcode_for_auto_old_int_code":"16","pds_august":"2","phone_2":"2044708660","pds_september":"2","last_infoline_date_type":"2021-06-05","last_act_type":"2021-03-11","pcl_status":"P","pcl_completion_date":"2014-12-01","number_of_passed_courses":"1","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"sandyw@dimatec.com","pcl_completion_date_5":"2019-12-01","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Sandy regarding her past membership with the National Payroll Institute but was informed that Sandy no longer works at the company. The agent requested new contact information but the person asked for the caller's identity and reason for the call. The agent then identified herself and ended the call politely.","aitm_callsummarytitle":"Contact Not Available - Sandy No Longer at Company","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact informed that Sandy no longer works at the company and did not provide new contact information.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact no longer works at the company; no new contact information provided.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8ff27152edd6fd313f0b34dcdb9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8ff27152edd6fd313f0b34dcdb9","number_of_calls_reached":"1","company_paid_thru":"2013-10-31","corp_cancel_date":"2014-01-07","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33863","email":"angie.holmes@matcotools.com","first_name":"Angie","last_name":"Holmes","phone":"3309265319","orgname":"Matco Tools","customer_acct_name":"Matco Tools","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"242839","full_name":"Angie Holmes","do_id":"L25A00849","language":"English","canceldate":"2021-06-02","time_zone":"2","area_code":"330","members_type":"AST","new_member_date_2":"2016-04-21","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"OH","intcode":"15","blocnote":"june 3 2025 vm  Sept 5 2025 vm\n2026 May 08 voicemail reached, no live contact\n2026 May 08 call started, agent reached Angie, first question asked but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A00849","temp_intcode_for_auto_old_int_code":"15","phone_2":"3309903371","last_act_type":"2020-05-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"angie.holmes@matcotools.com","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:23-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Angie and introduced the purpose of the call regarding her lapsed Associate membership. Angie agreed to proceed, and the agent began asking the first survey question about her initial motivation to join NPI. The call ended shortly after the first question was asked.","aitm_callsummarytitle":"Call started survey but ended early","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3d1b7630bbac9163e27e566ada8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3d1b7630bbac9163e27e566ada8","notrenewedwanttorenew":"No","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35612","email":"rahima.khanam@mmc.com","first_name":"Rahima","last_name":"Khanam","phone":"4168682578","orgname":"Marsh & McLennan Companies","customer_acct_name":"Marsh & McLennan Companies","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rahima Khanam","language":"English","canceldate":"2024-03-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01982","new_member_date_2":"2022-01-04","cert_status":"PENDING","phone_2":"6477405178","province":"ON","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308557","organization_id":"8406","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C01982","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-12-17","last_act_type":"2026-04-23","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-05-12","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"rahima.khanam@mmc.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","company_paid_thru":"2024-08-31","corp_cancel_date":"2024-11-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"35471","email":"missmaytag@hotmail.com","first_name":"Johanne","last_name":"Pigeon","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Johanne Pigeon","language":"French","canceldate":"2025-01-07","cpa_certification":"SCP","time_zone":"2","area_code":"514","members_type":"AST","do_id":"L25A01408","new_member_date_2":"2012-11-22","pds_april":"11","cert_status":"WITHDRAWN_CPE","phone_2":"5145783821","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"114865","pds_july":"11","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01408","pds_august":"11","pds_september":"11","last_infoline_date_type":"2017-05-29","last_conf_date_type":"2021-06-09","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2007-07-09","pf1_status":"P","pf1_completion_date":"2008-09-12","pf2_status":"P","pf2_completion_date":"2009-07-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-05-08","number_of_passed_courses":"4","pds_october":"11","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"missmaytag@hotmail.com","pcl_completion_date_5":"2012-07-09","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:16-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:16-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1"}},"seriesid":"163"}
{"contact":{"id":"34782","email":"aygulkhusainova@gmail.com","first_name":"Aygul","last_name":"Khusainova","phone":"5146595377","orgname":"Count4Less","customer_acct_name":"Count4Less","tags":"npiAlert13, NPI LN sent to TM, TMAI","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":"0","blocnote":"June 11 2025 vm\r\nSept 3 2025 vm\n2026 May 08 call reached gatekeeper, Aygul not available, callback requested\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 voicemail reached, no human answer\n2026-05-13 dial failed, phone:  +15149291710","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T10:06:41-04:00","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25A00825","temp_intcode_for_auto_old_int_code":"08","phone_2":"5145614103","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","latest_paid_thru":"2021-08-31","called_by":"Tri","aitm_status_called":"2026-05-13T10:21:42-04:00","number_of_call_attempts":"4","number_of_total_call_attempts":"5","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately upon connection.","aitm_callsummarytitle":"Voicemail reached, no answer","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","session_id":"call_b541984b9a250187f0d6c48085d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b541984b9a250187f0d6c48085d","number_of_calls_reached":"1","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"34453","email":"alysia_lenney@hotmail.com","first_name":"Alysia","last_name":"Smith","phone":"2502628186","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"215503","full_name":"Alysia Smith","do_id":"L25A00736","language":"English","canceldate":"2021-07-03","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2013-05-21","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","cpa_certification":"PCP","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached Felicia instead of Alysia; call ended abruptly due to user frustration","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:27-04:00","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A00736","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-12-02","pf1_status":"P","pf1_completion_date":"2014-09-03","pf2_status":"P","pf2_completion_date":"2014-12-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-01-31","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"alysia_lenney@hotmail.com","pcl_completion_date_5":"2018-12-02","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-13T13:08:27-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called to speak with Alysia but reached Felicia instead, who responded with frustration and ended the call abruptly.","aitm_callsummarytitle":"Call ended abruptly with wrong contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_c2ea61f6bec1314cb5f68d1cf7c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c2ea61f6bec1314cb5f68d1cf7c","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35021","email":"miyazhang0606@gmail.com","first_name":"Hui","last_name":"Zhang","phone":"7809964110","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Hui Zhang","language":"English","canceldate":"2023-10-03","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01676","new_member_date_2":"2021-08-03","phone_2":"7809964110","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"303542","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01676","temp_intcode_for_auto_old_int_code":"21","last_conf_date_type":"2022-06-08","last_act_type":"2022-07-19","pcl_status":"F","pcl_completion_date":"2021-10-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"miyazhang0606@gmail.com","pcl_completion_date_5":"2026-10-24","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35467","email":"massischnam@gmail.com","first_name":"Masoomeh","last_name":"Eshnab","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Masoomeh Eshnab","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01480","new_member_date_2":"2021-03-04","phone_2":"5145825135","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"298689","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C01480","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-06-12","pcl_status":"P","pcl_completion_date":"2021-06-28","pf1_status":"F","pf1_completion_date":"2021-12-23","pf2_status":"P","pf2_completion_date":"2022-10-24","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"massischnam@gmail.com","pcl_completion_date_5":"2026-06-28","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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, TMAI","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":"15","blocnote":"June 4 2025 vm\r\nAug 21 2025 Survey completed They outsource payroll and she is now a CPA\n2026 May 08 call reached voicemail for Chitwin Cosla\n2026 May 08 voicemail reached, message left\n2026 May 11 voicemail reached for Chitwan Koffla\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 voicemail reached for Chitwan Koffla\n2026 May 13 call reached voicemail, no conversation\n2026 May 15 call with Chitwan; membership status disputed, no renewal intent expressed","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:44-04:00","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":"15","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","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:11:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent called Chitwan regarding a lapsed Associate membership, but Chitwan stated that the membership had not recently lapsed and was last renewed about three years ago. The agent asked for the NPI ID to verify the membership status, but the call ended shortly after without further resolution.","aitm_callsummarytitle":"Membership status dispute with Chitwan","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_52d5a5fcc6ba89f3c2c414a8f1f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_52d5a5fcc6ba89f3c2c414a8f1f","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34727","email":"jpaolone6@gmail.com","first_name":"Jackie","last_name":"Hagerty","phone":"3192347589","orgname":"YWCA","customer_acct_name":"YWCA","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"67270","full_name":"Jackie Hagerty","do_id":"L25A00556","language":"English","canceldate":"2022-04-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2011-09-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","cpa_certification":"PCP","intcode":"0","blocnote":"june 10 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026-05-08 invalid phone destination, phone: +16045227343","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","pds_july":"2","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A00556","temp_intcode_for_auto_old_int_code":"08","pds_august":"2","phone_2":"3192343462","pds_september":"2","last_infoline_date_type":"2020-06-26","last_act_type":"2025-04-24","pf2_status":"P","pf2_completion_date":"2008-09-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-05-12","number_of_passed_courses":"2","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"jpaolone6@gmail.com","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:26:45-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","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":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_de76c35fa07dad18a74d52a8f97","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_de76c35fa07dad18a74d52a8f97","old_int_code":"08"}},"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":"15","blocnote":"18 aout 2025 bv\n2026 May 08 call started, agent introduced herself and asked for permission to ask questions, call ended due to inactivity","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:57-04:00","temp_do_id_for_auto_old_do_id":"L25A00378","temp_intcode_for_auto_old_int_code":"15","phone_2":"5142125050","last_act_type":"2023-07-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"maryse.marceau@clearpointhealth.ca","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:57-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Maryse and introduced herself, explaining the purpose of the call regarding the lapsed Associate membership and asked if Maryse could answer a few quick questions about her membership experience. The call ended due to inactivity before any further conversation or questions were completed.","aitm_callsummarytitle":"Call initiated but ended due to inactivity","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9d454b1ea9bf5496890cb4e53be","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9d454b1ea9bf5496890cb4e53be","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34435","email":"natalie.pickard@imkgp.com","first_name":"Natalie","last_name":"Pickard","phone":"4166334646","orgname":"IMKT Direct Solutions","customer_acct_name":"IMKT Direct Solutions","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"294960","full_name":"Natalie Pickard","do_id":"L25A00481","language":"English","canceldate":"2022-02-02","time_zone":"5","area_code":"416","extension_phone_1":"555","members_type":"AST","new_member_date_2":"2020-12-14","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"NB","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no contact with Natalie\n2026 May 08 call reached voicemail not initialized by customer\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail not initialized by customer\n2026 May 13 call reached voicemail, no direct contact made\n2026 May 13 call reached uninitialized voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made.\n2026 May 15 call reached voicemail not initialized by customer","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25A00481","temp_intcode_for_auto_old_int_code":"6","phone_2":"5062200074","last_act_type":"2020-12-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"natalie.pickard@imkgp.com","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:32-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by the contact and went to voicemail, which was not initialized by the customer.","aitm_callsummarytitle":"Voicemail Not Initialized","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c4cf0ef46599c05a04318442ce7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c4cf0ef46599c05a04318442ce7","mini_nps":"3","onesentencenotrenewed":"No response as call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine reason.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"35238","email":"avillafuerte914@gmail.com","first_name":"Anne","last_name":"Servita","phone":"","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"full_name":"Anne Servita, PCP","language":"English","canceldate":"2023-01-09","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"CORP","new_member_date_2":"2021-02-10","cert_status":"ACTIVE","phone_2":"7783501360","province":"BC","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","temp_do_id_for_auto_old_do_id":"LB2504429","temp_intcode_for_auto_old_int_code":"21","individual_id":"297824","paid_thru":"2026-12-31","organization_id":"8176","pipeline_2_members_only_ast":"","old_do_id":"L25C01452","last_infoline_date_type":"2024-09-10","last_act_type":"2026-05-25","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2021-11-28","pf2_status":"P","pf2_completion_date":"2023-01-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-03-07","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504429","npi_email_temp":"avillafuerte914@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34899","email":"kkuebler@silverheights.com","first_name":"Kevin","last_name":"Kuebler","phone":"4163425625","orgname":"Silver Heights Capital Management Inc.","customer_acct_name":"Silver Heights Capital Management Inc.","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Kevin Kuebler","members_type":"CORP","coidnewmbrdate":"2025-02-04","city_1":"Toronto","language":"English","lead_status":"Lapsed Member","time_zone":"2","area_code":"416","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"346222","company_paid_thru":"2027-01-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"L25O05294","temp_do_id_for_auto_old_do_id":"L25O05294","npi_email_temp":"kkuebler@silverheights.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-05-27","old_do_id":"LB2505910","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","last_act_type":"2026-03-31"}},"seriesid":"163"}
{"contact":{"id":"33815","email":"lindsayiatonna@hmid.ca","first_name":"Lindsay","last_name":"Iatonna","phone":"5193262681","orgname":"Hicks, MacPherson, Iatonna & Driedger LLP","customer_acct_name":"Hicks, MacPherson, Iatonna & Driedger LLP","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"294497","full_name":"Lindsay Iatonna","do_id":"L25A01088","language":"English","canceldate":"2023-01-05","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2020-11-04","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026 May 08 contact not available, voicemail declined, call ended politely.\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 contact unavailable, declined voicemail, call ended early.\n2026 May 13 call disconnected after brief greeting, no membership info provided.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T11:06:40-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A01088","temp_intcode_for_auto_old_int_code":"15","phone_2":"5199963553","last_act_type":"2021-11-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lindsayiatonna@hmid.ca","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-13T11:06:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The call was very brief with minimal interaction, ending shortly after the initial greeting exchange.","aitm_callsummarytitle":"Brief call with no substantive interaction","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Call was too short to determine interest or refusal.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"03","astotherreasonsnottorenew":"Call disconnected early, no reason provided.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_87c7e2dd36220c9b4bfebea01bb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_87c7e2dd36220c9b4bfebea01bb","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"33802","email":"livia628@hotmail.com","first_name":"Ying","last_name":"Zheng","phone":"6136861179","orgname":"Ottawa Special Events","customer_acct_name":"Ottawa Special Events","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"239950","full_name":"Ying Zheng","do_id":"L25A00836","language":"English","canceldate":"2022-01-07","time_zone":"2","area_code":"613","members_type":"AST","new_member_date_2":"2020-11-02","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"21","blocnote":"June 2 2025 Refused with explanation.","dhmsfin_telemarketing_last_contacted_date":"2025-06-02T19:18:00-04:00","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25A00836","temp_intcode_for_auto_old_int_code":"21","phone_2":"8199181225","last_act_type":"2020-02-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"livia628@hotmail.com","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31"}},"seriesid":"163"}
{"contact":{"id":"34907","email":"sbanks@ucalgary.ca","first_name":"Shelley","last_name":"Banks","phone":"4032107243","orgname":"The University of Calgary","customer_acct_name":"The University of Calgary","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Shelley Banks","members_type":"CORP","organization_id":"7337","coidnewmbrdate":"1989-03-01","city_1":"Calgary","province":"AB","language":"English","lead_status":"Renewed Lapsed","time_zone":"4","area_code":"403","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"343249","paid_thru":"2027-03-31","last_act_type":"2025-03-27","company_paid_thru":"2027-03-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507115","temp_do_id_for_auto_old_do_id":"LB2507115","npi_email_temp":"sbanks@ucalgary.ca","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34400","email":"dean_jazmin@yahoo.com","first_name":"Sharleen","last_name":"Berg","phone":"6048597171","orgname":"Rosborough & Company","customer_acct_name":"Rosborough & Company","tags":"npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"249943","full_name":"Sharleen Berg","do_id":"L25A00473","language":"English","canceldate":"2024-05-02","time_zone":"5","area_code":"604","extension_phone_1":"261","members_type":"AST","new_member_date_2":"2023-03-24","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","cpa_certification":"PCP","sendapplicationform":"2025-06-05T21:27:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:44-04:00","blocnote":"05 June 2025 Completed - she wants to renew\r\nLN \/ 22 October 2025 She forgot - she will renew today\r\nLNC \/ 16 December 2025 Not in the office\r\nLNC \/ 17 December 2025 They had no power to connect to her\n2026 May 08 agent reached Charlene instead of Sharleen, call ended early","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":"no time to participate","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A00473","temp_intcode_for_auto_old_int_code":"15","phone_2":"6042876704","last_infoline_date_type":"2018-10-10","last_act_type":"2023-03-24","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","pcl_status":"P","pcl_completion_date":"2017-04-02","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","trc":"True","wera":"False","old_int_code":"10","npi_email_temp":"dean_jazmin@yahoo.com","pcl_completion_date_5":"2022-04-02","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached a person named Charlene who identified herself instead of Sharleen. The agent introduced herself and started to explain the purpose of the call regarding a lapsed Associate membership and intended to ask survey questions.","aitm_callsummarytitle":"Reached wrong contact, call ended early","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1504a9dcd00dd1273421cc55861","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1504a9dcd00dd1273421cc55861","number_of_calls_reached":"1"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no human contact\n2026 May 08 call went to voicemail, no contact reached\n2026 May 11 voicemail reached for Rita Casavan\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail\n2026 May 13 call reached voicemail, no message left\n2026 May 15 call reached voicemail\n2026 May 15 call went to voicemail, no message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","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","latest_paid_thru":"2021-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Gail, but it went to voicemail and the agent did not leave a message.","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","session_id":"call_bf431059676412b7f1b4319aae7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bf431059676412b7f1b4319aae7","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"34961","email":"tbartlett77@hotmail.com","first_name":"Tracy","last_name":"Bartlett","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tracy Bartlett","language":"English","canceldate":"2023-12-02","cpa_certification":"PCP","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C01169","new_member_date_2":"2020-10-16","cert_status":"PENDING","phone_2":"2047704841","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"289160","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25C01169","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-19","pcl_status":"P","pcl_completion_date":"2020-08-09","pf1_status":"P","pf1_completion_date":"2021-01-24","pf2_status":"P","pf2_completion_date":"2021-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-06","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"tbartlett77@hotmail.com","pcl_completion_date_5":"2025-08-09","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"35071","email":"rupindersonys@gmail.com","first_name":"Rupinder","last_name":"Saran","phone":"6048503523","orgname":"Vancouver Career College","customer_acct_name":"Vancouver Career College","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rupinder Saran","language":"English","canceldate":"2023-11-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C00930","new_member_date_2":"2019-09-03","phone_2":"7789820011","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"276517","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25C00930","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-10","pcl_status":"P","pcl_completion_date":"2019-07-29","pf1_status":"P","pf1_completion_date":"2019-12-16","pf2_status":"P","pf2_completion_date":"2019-09-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"rupindersonys@gmail.com","pcl_completion_date_5":"2024-07-29","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"35530","email":"khristinsarreal@gmail.com","first_name":"Kristine","last_name":"Buensuceso","phone":"2369006001","orgname":"Lululemon Athletica","customer_acct_name":"Lululemon Athletica","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kristine Buensuceso","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"236","members_type":"CAND","do_id":"L25C02220","new_member_date_2":"2025-10-16","phone_2":"6047260862","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"311537","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"L25C02220","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-12-09","last_act_type":"2026-03-30","pcl_status":"P","pcl_completion_date":"2022-11-09","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"khristinsarreal@gmail.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"34375","email":"heidibrown1279@yahoo.ca","first_name":"Heidi","last_name":"Brown","phone":"9058131100","orgname":"Trillium Health Partners - CVH","customer_acct_name":"Trillium Health Partners - CVH","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"234555","full_name":"Heidi Brown","do_id":"L25A00467","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"905","extension_phone_1":"4307","members_type":"AST","new_member_date_2":"2015-05-19","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"10","blocnote":"June 5 2025 vm\r\nSept 3 2025 vm\n2026 May 08 spoke with Arjun, Heidi not available, callback scheduled.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A00467","temp_intcode_for_auto_old_int_code":"10","phone_2":"2892597052","last_act_type":"2022-02-05","pcl_status":"P","pcl_completion_date":"2015-09-08","pf1_status":"P","pf1_completion_date":"2016-09-19","pf2_status":"P","pf2_completion_date":"2020-03-15","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"heidibrown1279@yahoo.ca","pcl_completion_date_5":"2020-09-08","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called and spoke with Arjun, who informed that Heidi Brown was not available today but would be in tomorrow. The agent asked for a specific time to reach Heidi, but Arjun was unsure, so the agent ended the call and planned to call back later.","aitm_callsummarytitle":"Callback Scheduled for Heidi Brown","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Heidi was not available and no specific callback time was provided.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"6","astotherreasonsnottorenew":"Contact not available to discuss renewal.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_68cb5c6c45652c72612932478aa","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_68cb5c6c45652c72612932478aa","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34698","email":"humlah@macleanengineering.com","first_name":"Heather","last_name":"Umlah","phone":"7052201973","orgname":"MacLean Engineering & Marketing Co. Ltd","customer_acct_name":"MacLean Engineering & Marketing Co. Ltd","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"48779","full_name":"Heather Umlah","do_id":"L25A00546","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"705","members_type":"AST","new_member_date_2":"2001-09-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"16","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"CPM","intcode":"06","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 VM\n2026-05-08 Dial no answer, phone: +17052201973\n2026 May 08 call reached voicemail, no conversation\n2026-05-11 Dial no answer, phone: +17052201973\n2026 May 11 call initiated but no conversation beyond greeting\n2026-05-13 Dial no answer, phone: +17052201973\n2026 May 13 call ended quickly, contact not available\n2026-05-15 Dial no answer, phone: +17052201973\n2026 May 15 contact informed Heather is deceased, call ended with condolences.\n2026-05-19 Dial no answer, phone: +17052201973\n2026 May 19 call reached voicemail, no contact made\n2026-05-21 Dial no answer, phone: +17052201973\n2026 May 21 call reached voicemail, no human interaction\n2026-05-25 Dial no answer, phone: +17052201973\n2026 May 25 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:07-04:00","pds_july":"16","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A00546","temp_intcode_for_auto_old_int_code":"06","pds_august":"16","phone_2":"7053612022","pds_september":"16","last_infoline_date_type":"2023-06-22","last_conf_date_type":"2021-06-09","last_act_type":"2025-04-24","pf2_status":"P","pf2_completion_date":"2012-02-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-04-26","number_of_passed_courses":"2","pds_october":"16","trc":"False","wera":"False","pds_november":"16","npi_email_temp":"humlah@macleanengineering.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-25T13:22:04-04:00","number_of_call_attempts":"6","number_of_total_call_attempts":"14","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"05","retell_call_status":"ended","session_id":"call_7d6e40c989cf846e8d8eaf33f0e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7d6e40c989cf846e8d8eaf33f0e","npi_transcriptsummary":"The call was very brief and ended quickly as the contact was not available to speak. The agent was unable to engage with the contact due to reaching voicemail or an unavailable response.","aitm_callsummarytitle":"Call reached voicemail, no conversation","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","mini_nps":"3","number_of_calls_reached":"3","onesentencenotrenewed":"Contact informed that Heather is deceased, so no renewal possible."}},"seriesid":"163"}
{"contact":{"id":"35810","email":"d_solijon@yahoo.com","first_name":"Donabel","last_name":"Lopez","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Donabel Portia Lopez","language":"English","canceldate":"2023-08-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C02502","new_member_date_2":"2022-06-08","phone_2":"3065513475","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313614","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":"L25C02502","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-06","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-11-09","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"d_solijon@yahoo.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"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","latest_paid_thru":"2022-09-30","company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"33934","email":"markf603@gmail.com","first_name":"Mark","last_name":"Foss","phone":"8325020205","orgname":"Hewlett Packard Enterprise","customer_acct_name":"Hewlett Packard Enterprise","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"248540","full_name":"Mark Foss, CPP","do_id":"L25A00869","language":"English","canceldate":"2024-07-03","time_zone":"3","area_code":"832","members_type":"AST","new_member_date_2":"2018-05-01","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"TX","intcode":"07","blocnote":"june 3 2025 line busy  Sept 5 2025 vm\n2026-05-08 dial busy, phone:  +18325020205\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 dial busy, phone:  +18325020205\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 dial busy, phone:  +18325020205\n2026 May 13 call reached voicemail, no contact made\n2026-05-15 dial busy, phone:  +18325020205","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:39-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A00869","temp_intcode_for_auto_old_int_code":"07","phone_2":"6035537355","last_infoline_date_type":"2023-05-04","last_act_type":"2023-12-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"markf603@gmail.com","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"06","retell_call_status":"not_connected","session_id":"call_3c1940c42dedc713becfea327e6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3c1940c42dedc713becfea327e6","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","mini_nps":"3"}},"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","latest_paid_thru":"2024-06-30"}},"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, TMAI","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":"15","blocnote":"June 5 2025 The receptionist can not find the name Romeo Marquez and can not transfer to payroll. \r\ntry 9052233114 later.\n2026 May 08 call reached Romeo, introduced membership lapse, call disconnected early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A00712","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:55-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached a human named Romeo and introduced herself as Ellen from the National Payroll Institute. She informed Romeo about his lapsed Associate membership and intended to ask questions about his membership experience. The call was disconnected shortly after the introduction without further conversation.","aitm_callsummarytitle":"Call reached Romeo but disconnected early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"10","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a8fdb9885e4871672a0590aa173","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a8fdb9885e4871672a0590aa173","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35168","email":"mewang2010@hotmail.com","first_name":"Vincy","last_name":"Yuen","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Vincy Yuen","language":"English","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C01444","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"297595","temp_do_id_for_auto_old_do_id":"L25C01444","temp_intcode_for_auto_old_int_code":"21","canceldate":"2023-04-04","new_member_date_2":"2021-02-02","paid_thru":"2023-01-31","cert_status":"PENDING","province":"BC","cpa_certification":"PCP","phone_2":"6046578872","last_act_type":"2021-02-12","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","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":"mewang2010@hotmail.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"35117","email":"gurmeet456@gmail.com","first_name":"Gurmeet","last_name":"Kaur","phone":"7804406600","orgname":"Applus+","customer_acct_name":"Applus+","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Gurmeet Kaur","language":"English","canceldate":"2024-10-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01687","new_member_date_2":"2021-08-17","phone_2":"2269984518","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304055","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C01687","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-18","pcl_status":"P","pcl_completion_date":"2021-11-28","pf1_status":"P","pf1_completion_date":"2022-05-01","pf2_status":"P","pf2_completion_date":"2023-12-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"gurmeet456@gmail.com","pcl_completion_date_5":"2026-11-28","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"35001","email":"sanjanasaini398@gmail.com","first_name":"Sanjana","last_name":"Sanjana","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sanjana Sanjana","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C02674","new_member_date_2":"2022-07-19","phone_2":"4372249012","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314774","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02674","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-17","pcl_status":"P","pcl_completion_date":"2022-11-09","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sanjanasaini398@gmail.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"36126","email":"sumalini_k@yahoo.com","first_name":"Sumalini","last_name":"Steephan","phone":"4163216912","orgname":"Agincourt Community Services Association","customer_acct_name":"Agincourt Community Services Association","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sumalini Steephan, BBA (Hons)","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01560","new_member_date_2":"2021-05-03","phone_2":"4164394556","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"300724","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C01560","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-06","pcl_status":"P","pcl_completion_date":"2021-08-22","pf1_status":"P","pf1_completion_date":"2021-12-23","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sumalini_k@yahoo.com","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"35918","email":"entgima@hotmail.com","first_name":"Isabelle","last_name":"Allard","phone":"8193951111","orgname":"Rasakti","customer_acct_name":"Rasakti","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Isabelle Allard","language":"French","canceldate":"2023-11-02","extension_phone_1":"225","time_zone":"2","area_code":"819","members_type":"CAND","new_member_date_2":"2022-09-27","pds_april":"2","phone_2":"8194694449","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"281100","pds_july":"2","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"LB2505102","pds_august":"2","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":"L25C01012","pds_september":"2","last_infoline_date_type":"2020-07-30","last_conf_date_type":"2020-06-17","last_act_type":"2022-09-27","pcl_status":"P","pcl_completion_date":"2020-12-07","number_of_passed_courses":"1","pds_october":"2","trc":"True","wera":"False","pds_november":"2","do_id":"LB2505102","npi_email_temp":"entgima@hotmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"34662","email":"gigirent@icloud.com","first_name":"Maria","last_name":"Rentoria","phone":"7789456521","orgname":"Vancouver Hospice Society","customer_acct_name":"Vancouver Hospice Society","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"325430","full_name":"Maria V Rentoria","do_id":"L25A01287","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"778","members_type":"AST","new_member_date_2":"2023-05-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"15","blocnote":"06 June 2025 VM\r\nLN \/ 17 September 2025 Survey completed\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human answer\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 contact answered but was busy and declined to continue the conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A01287","temp_intcode_for_auto_old_int_code":"15","phone_2":"7786681804","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":"busy couldn't take the courses","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"couldn't pay for the courses - she works now in a small organization","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","old_int_code":"06","last_act_type":"2023-09-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gigirent@icloud.com","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:12:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent reached Maria Rentoria and informed her about her lapsed Associate membership with the National Payroll Institute. Maria declined to continue the conversation due to being busy, and the agent asked for a callback time but did not receive a response.","aitm_callsummarytitle":"Contact Busy - Callback Requested","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_c10b163b034a2d356dd822b88c9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c10b163b034a2d356dd822b88c9","onesentencenotrenewed":"User was busy and declined to continue the conversation.","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34560","email":"catherine@mediaclip.ca","first_name":"Catherine","last_name":"Duchesne","phone":"5146384075","orgname":"Mediaclip Inc.","customer_acct_name":"Mediaclip Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"322898","full_name":"Catherine Duchesne","do_id":"L25A01261","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2023-03-20","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T10:12:08-04:00","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25A01261","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2023-03-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"catherine@mediaclip.ca","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28","called_by":"Tri","aitm_status_called":"2026-05-21T10:12:08-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The agent attempted to reach Catherine to discuss the National Payroll Institute membership but the call was very brief and ended abruptly after the user asked who was calling.","aitm_callsummarytitle":"Brief call, no renewal discussion","blocnote":"2026 May 08 no answer, call disconnected due to inactivity\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call initiated but ended early after introduction, no conversation\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call ended abruptly after user asked who is calling.","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2ab709ae81daff555a1d543d782","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2ab709ae81daff555a1d543d782","number_of_calls_reached":"2","onesentencenotrenewed":"Call ended before any renewal discussion.","initialvalue":"Other","othermemberbenefit":"No information provided","astotherreasonsnottorenew":"Call ended prematurely, no reason given.","age_range":"Preferred not to say"}},"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, TMAI","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":"03","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached PICO, requested Tyler Czuba but no conversation confirmed\n2026 May 11 outbound call connected to PICO representative, call lasted 39 seconds\n2026 May 13 call reached voicemail, no human contact\n2026 May 13 call reached voicemail of Charlie Zuba, no contact with Tyler\n2026 May 15 call reached voicemail, no message left\n2026 May 15 call reached voicemail, no human interaction\n2026 May 19 call connected to gatekeeper, Tyler not reached\n2026 May 21 call reached voicemail, no message left\n2026 May 21 reached voicemail, left message for Tyler Czuba\n2026 May 25 call reached automated system and agent confirmed speaking with Tyler but no further conversation.\n2026 May 26 call reached IVR, no human contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-26T10:07:30-04:00","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A01000","temp_intcode_for_auto_old_int_code":"03","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","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-26T10:07:30-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"12","npi_transcriptsummary":"The call was an outbound attempt to reach a contact named Tyler but was met with an automated phone system and did not reach a human. The agent tried to navigate the IVR by pressing zero to reach a representative but the call ended shortly after without a successful connection.","aitm_callsummarytitle":"Call reached IVR, no human contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_72683008a2ec721286cffa57dc8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_72683008a2ec721286cffa57dc8","number_of_calls_reached":"5","mini_nps":"3","initialvalue":"Other","age_range":"Preferred not to say","onesentencenotrenewed":"No contact was reached as the call went to voicemail.","othermemberbenefit":"No human contact to provide reason","astotherreasonsnottorenew":"No contact was reached; call went to voicemail."}},"seriesid":"163"}
{"contact":{"id":"35059","email":"sujany.96@gmail.com","first_name":"Sujany","last_name":"Thevarajah","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sujany Thevarajah","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01431","new_member_date_2":"2021-01-27","phone_2":"6478522796","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"296952","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01431","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-01","pcl_status":"F","pcl_completion_date":"2022-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sujany.96@gmail.com","pcl_completion_date_5":"2027-05-01","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"34296","email":"kate@shiftautogroup.ca","first_name":"Kate","last_name":"Manuel","phone":"5064574500","orgname":"Shift Auto Group","customer_acct_name":"Shift Auto Group","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"276173","full_name":"Kate Manuel","language":"English","canceldate":"2021-07-03","time_zone":"1","area_code":"506","members_type":"AST","new_member_date_2":"2019-05-21","lead_status":"Refused","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Refused Lapsed","province":"NB","intcode":"01","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 Feb 26 contact not available, callback scheduled for 2024-06-19 10:00 - Kate Manuel\n2026 Feb 27 contact not interested in renewing, no use of membership","dhmsfin_telemarketing_last_contacted_date":"2026-02-27T10:26:45-05:00","pds_july":"2","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A00974","temp_intcode_for_auto_old_int_code":"01","pds_august":"2","phone_2":"5064705712","pds_september":"2","last_infoline_date_type":"2020-05-15","last_act_type":"2020-05-15","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"kate@shiftautogroup.ca","aitm_status_called":"2026-02-27T10:26:45-05:00","number_of_call_attempts":"0","npi_call_back_date_and_time":"2024-06-19T10:00:00-04:00","npi_call_back_time_hour":"10","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent reached Kate and informed her about her lapsed National Payroll Institute membership. Kate expressed disinterest in renewing as she had not used the membership for several years. The call ended with Kate declining to renew.","aitm_callsummarytitle":"Contact declined to renew NPI membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"10","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","onesentencenotrenewed":"I'm just not interested.","astreasonsnottorenew":"Not-Used","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","retell_call_status":"ended","old_do_id":"L25A00974","number_of_calls_reached":"1","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30"}},"seriesid":"163"}
{"contact":{"id":"35327","email":"ogiilck@gmail.com","first_name":"O'Deine","last_name":"Giilck","phone":"5198837107","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"O'Deine Giilck","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"519","members_type":"AST","do_id":"L25A01396","new_member_date_2":"2004-07-22","phone_2":"5198837107","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"81435","intcode":"16","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026-05-08 invalid phone destination, phone: +15198837107\n2026-05-08 invalid phone destination, phone: +15198837107","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:00-04:00","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A01396","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-11-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ogiilck@gmail.com","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:17-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_859bbdb039b1242f4fc7a21c599","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_859bbdb039b1242f4fc7a21c599"}},"seriesid":"163"}
{"contact":{"id":"9286","email":"thea@reimerfoundations.ca","first_name":"Thea","last_name":"Thompson","phone":"7805243787","orgname":"Reimer Foundations Ltd.","customer_acct_name":"Reimer Foundations Ltd.","tags":"CSV imported, payroll.ca visited, Member portal, NPIdealed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"province":"AB","full_name":"Thea Thompson","language":"English","origin":"2023 lapsed Members","explicit_consent_date":"2016-09-19","domain_1":"reimerfoundations.ca","lapsed_expiration_date":"2022-11-02","individual_id":"268617","area_code":"780","region":"CDN","lead_status":"Renewed Lapsed","old_do_id":"LB2500229","time_zone":"4","members_type":"CORP","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"May 16 2025 survey completed . Forgot to renew application sent.","dhmsfin_telemarketing_last_contacted_date":"2025-05-16T11:20:00-04:00","sendapplicationform":"2025-05-16T15:20:00-04:00","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":"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":"2025-06-06","member_june":"4","pipeline_2_members_only_ast":"","last_login_date":"2025-06-06T13:03:47-04:00","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2507475","temp_intcode_for_auto_old_int_code":"99","organization_id":"246938","old_int_code":"2","last_act_type":"2025-06-06","company_paid_thru":"2026-05-31","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507475","npi_email_temp":"thea@reimerfoundations.ca","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","corp_cancel_date":"2022-11-02","company_status":"A"}},"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, TMAI","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\n2026 May 08 call reached wrong number, no renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:49-04:00","old_int_code":"08","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","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Wen but reached the wrong number. The user informed the agent that the call was to a wrong number, and the agent ended the call politely.","aitm_callsummarytitle":"Wrong Number Reached","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1f97e81c2b9a515a78cc961e3e1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1f97e81c2b9a515a78cc961e3e1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34663","email":"jnowak@spscommerce.com","first_name":"Jennifer","last_name":"Nowak","phone":"6123267486","orgname":"SPS Commerce","customer_acct_name":"SPS Commerce","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"293319","full_name":"Jennifer Nowak","do_id":"L25A01081","language":"English","canceldate":"2021-12-02","time_zone":"3","area_code":"612","members_type":"AST","new_member_date_2":"2020-10-06","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"MN","intcode":"06","blocnote":"june 9 2025 vm\r\n25 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail of Jennifer Nowak\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail of Jennifer Nalock\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail of Jennifer Nelock\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail of Jennifer Nowak","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:39-04:00","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25A01081","temp_intcode_for_auto_old_int_code":"6","phone_2":"6512855452","last_infoline_date_type":"2021-09-23","last_act_type":"2021-09-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jnowak@spscommerce.com","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Jennifer Nowak but went to voicemail without any conversation taking place.","aitm_callsummarytitle":"Voicemail reached - no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b5ce3adfc479544d8c905e6a592","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b5ce3adfc479544d8c905e6a592"}},"seriesid":"163"}
{"contact":{"id":"35219","email":"jadeleeportelli@gmail.com","first_name":"Jade","last_name":"Portelli","phone":"8778018018","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Jade Lee Portelli, PCP","language":"English","canceldate":"2023-01-16","cpa_certification":"PCP","extension_phone_1":"703218","time_zone":"2","area_code":"877","members_type":"CORP","do_id":"","new_member_date_2":"2021-02-08","cert_status":"ACTIVE","phone_2":"4168399213","province":"ON","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"297761","organization_id":"8176","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C01450","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2026-01-30","last_act_type":"2026-01-30","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2021-09-26","pf2_status":"P","pf2_completion_date":"2023-07-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-07-21","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jadeleeportelli@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25C01450","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35048","email":"winnichan@hotmail.com","first_name":"Winni","last_name":"Lin","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Winni Lin","language":"English","canceldate":"2024-07-03","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C00678","new_member_date_2":"2020-05-19","phone_2":"4038899893","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"45116","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C00678","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-04-29","pcl_status":"P","pcl_completion_date":"2020-08-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-12-24","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"winnichan@hotmail.com","pcl_completion_date_5":"2025-08-30","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"34731","email":"tmoody@gdg.agency","first_name":"Trish","last_name":"Moody","phone":"9052815275","orgname":"Glenn Davis Group Inc.","customer_acct_name":"Glenn Davis Group Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"232441","full_name":"Trish Moody","do_id":"L25A00808","language":"English","canceldate":"2024-04-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2015-02-23","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 voicemail reached, no human interaction\n2026 May 08 voicemail reached, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 voicemail reached, no conversation\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no conversation\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 voicemail reached, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A00808","temp_intcode_for_auto_old_int_code":"6","phone_2":"9056011053","last_act_type":"2022-12-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tmoody@gdg.agency","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:46-04:00","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 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","session_id":"call_73ce18ca8194a16875d911337c1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_73ce18ca8194a16875d911337c1"}},"seriesid":"163"}
{"contact":{"id":"34279","email":"ncampbell@mjmc.com","first_name":"Nicole","last_name":"Campbell","phone":"7085897643","orgname":"Lanco Group of Companies","customer_acct_name":"Lanco Group of Companies","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"275238","full_name":"Nicole Campbell","do_id":"L25A00969","language":"English","canceldate":"2024-12-04","time_zone":"3","area_code":"708","members_type":"AST","new_member_date_2":"2021-10-21","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"IL","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A00969","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-02-01","last_act_type":"2023-08-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ncampbell@mjmc.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:46-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","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","session_id":"call_49183b456b8bb48b404dc653259","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_49183b456b8bb48b404dc653259"}},"seriesid":"163"}
{"contact":{"id":"34516","email":"michelle.sisco@mersen.com","first_name":"Michelle","last_name":"Sisco, CPP","phone":"9736156887","orgname":"Mersen USA Holding Corp","customer_acct_name":"Mersen USA Holding Corp","tags":"npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"321601","full_name":"Michelle Sisco, CPP","do_id":"L25A01251","language":"English","canceldate":"2024-04-02","time_zone":"2","area_code":"973","members_type":"AST","new_member_date_2":"2023-02-08","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"SC","intcode":"15","blocnote":"june 6 2025 vm\r\nLN \/ 24 September 2025 Survey completed - she wants to renew - sent her the e-mail\r\nLN \/ 22 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 VM\r\nLN \/ 04 December 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call started with introduction but ended abruptly - no survey completed","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T09:36:42-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A01251","temp_intcode_for_auto_old_int_code":"15","sendapplicationform":"2025-09-24T13:18:00-04:00","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":"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":"Yes","hardtoparticipateeventsspecify":"as long as they are online coz she is in USA","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","old_int_code":"06","last_infoline_date_type":"2023-07-27","last_act_type":"2023-07-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"michelle.sisco@mersen.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-11T09:36:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Michelle 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 without further conversation or survey questions.","aitm_callsummarytitle":"Brief introduction call ended abruptly","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0069b33017e4fe1610ba0926734","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0069b33017e4fe1610ba0926734","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35075","email":"aprilrose_joligon@yahoo.com","first_name":"April","last_name":"Joligon","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"April Rose Joligon","language":"English","canceldate":"2023-02-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C01930","new_member_date_2":"2021-12-14","phone_2":"3064195708","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308178","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01930","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-16","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":"aprilrose_joligon@yahoo.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"35637","email":"m.estacio73@gmail.com","first_name":"Marlene","last_name":"Estacio","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Marlene Estacio","language":"English","canceldate":"2023-10-03","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C02748","new_member_date_2":"2022-08-08","phone_2":"5879308401","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315341","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":"L25C02748","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-08","pcl_status":"P","pcl_completion_date":"2022-10-24","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2023-02-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"m.estacio73@gmail.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35239","email":"wennwenn.zhang@hotmail.com","first_name":"Wen","last_name":"Zhang","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Wen Zhang","language":"English","canceldate":"2023-09-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C00946","new_member_date_2":"2019-07-11","phone_2":"7807298538","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"277622","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C00946","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-30","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","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"wennwenn.zhang@hotmail.com","pcl_completion_date_5":"2024-11-05","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"35815","email":"mabigailavellano@gmail.com","first_name":"Mariz","last_name":"Avellano","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mariz Abigail Avellano, PCP","language":"English","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"PRO","do_id":"L25C01767","new_member_date_2":"2021-10-29","cert_status":"ACTIVE","phone_2":"6479133306","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"305539","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"L25C01767","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-10-04","pcl_status":"P","pcl_completion_date":"2022-02-06","pf1_status":"P","pf1_completion_date":"2023-06-20","pf2_status":"P","pf2_completion_date":"2024-05-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-08-16","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"mabigailavellano@gmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"seriesid":"163"}
{"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"264886","full_name":"Adriana Durian","language":"English","canceldate":"2024-09-04","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2021-07-26","lead_status":"Refused","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Refused Lapsed","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.\n2026 May 08 contact not available, on Zoom call, will call back later\n2026 May 11 call reached Leon, did not reach Adriana, call ended early\n2026 May 13 call reached Leanne but Adriana not available, call ended quickly\n2026 May 15 call reached gatekeeper Leanne, did not reach Adriana\n2026 May 19 contact answered, completed survey, declined renewal citing insufficient use of benefits.","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T14:12:01-04:00","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":"61+","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":"01","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","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-19T14:12:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent called Adriana Durian regarding her lapsed Associate membership with the National Payroll Institute. Adriana answered the call, participated in the survey, but declined to renew her membership citing insufficient use of the benefits relative to the fee. The call concluded politely with no renewal.","aitm_callsummarytitle":"Membership Renewal Declined After Survey","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_32859e4d0ee10943d6defaa3e26","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_32859e4d0ee10943d6defaa3e26","number_of_calls_reached":"5","onesentencenotrenewed":"Did not use the membership enough to justify the fee.","initialvalue":"Seminar","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00932"}},"seriesid":"163"}
{"contact":{"id":"34780","email":"christina@decaindustries.com","first_name":"Christina","last_name":"McClean","phone":"3062424322","orgname":"Deca Industries","customer_acct_name":"Deca Industries","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"332358","full_name":"Christina McClean","language":"English","canceldate":"2025-02-04","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2023-12-12","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"SK","blocnote":"10 June 2025 Completed\n2026 May 08 contact declined to renew and ended call politely.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","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":"N\/A","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"just the paid webinars","membershipcost":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"because for the same reason - she didn't know what to expect","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"she never did","mini_nps":"3","age_range":"Preferred 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":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25A01325","temp_intcode_for_auto_old_int_code":"1","phone_2":"3067179667","last_act_type":"2023-11-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"christina@decaindustries.com","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Christina regarding her lapsed Associate membership with the National Payroll Institute and asked if she could answer a few questions about her membership experience. Christina declined to participate and ended the call politely. No further action was taken during the call.","aitm_callsummarytitle":"Membership Renewal Declined by Christina","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact declined to discuss membership experience and did not want to renew.","initialvalue":"Other","astotherreasonsnottorenew":"Not interested in renewing membership at this time.","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_do_id":"L25A01325","session_id":"call_1d4e80c7afa71fb47943fd5652e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1d4e80c7afa71fb47943fd5652e","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34097","email":"yeosoon22@gmail.com","first_name":"Yeo","last_name":"Kim","phone":"6048524041","orgname":"Sumas First Nation","customer_acct_name":"Sumas First Nation","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"208574","full_name":"Yeo Soon (Kimi) Kim","do_id":"L25A00401","language":"English","canceldate":"2022-07-05","time_zone":"5","area_code":"604","extension_phone_1":"214","members_type":"AST","new_member_date_2":"2021-05-10","lead_status":"Refused","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","organization_id":"208573","intcode":"21","blocnote":"04 June 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-06-04T16:12:00-04:00","old_int_code":"12","pds_july":"3","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25A00401","temp_intcode_for_auto_old_int_code":"21","pds_august":"3","phone_2":"6046093967","pds_september":"3","last_act_type":"2021-07-29","pcl_status":"P","pcl_completion_date":"2019-11-21","pf1_status":"P","pf1_completion_date":"2019-11-21","pf2_status":"F","pf2_completion_date":"2021-12-20","number_of_passed_courses":"2","pds_october":"3","trc":"True","wera":"False","pds_november":"3","npi_email_temp":"yeosoon22@gmail.com","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","company_paid_thru":"2017-10-31","corp_cancel_date":"2018-01-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"35319","email":"kooreeye10@gmail.com","first_name":"Abdulrahman","last_name":"Koreye","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Abdulrahman Koreye","language":"English","canceldate":"2023-02-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01954","new_member_date_2":"2021-12-22","phone_2":"7807574701","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308356","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01954","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-16","pcl_status":"P","pcl_completion_date":"2022-04-05","pf1_status":"P","pf1_completion_date":"2022-07-11","pf2_status":"F","pf2_completion_date":"2022-09-25","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"kooreeye10@gmail.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"35160","email":"tgellos1@gmail.com","first_name":"Terry","last_name":"Gellos","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Terry Gellos, CCP","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01443","new_member_date_2":"2021-01-28","phone_2":"4168928135","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"297248","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01443","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-12","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2021-08-29","pf2_status":"P","pf2_completion_date":"2022-05-22","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"tgellos1@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail - no contact\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail - Jen Calhoun unavailable","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:07-04:00","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":"2020-05-11","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","latest_paid_thru":"2021-12-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:07-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was made to Jen Calhoun, but it went to voicemail as she was unavailable.","aitm_callsummarytitle":"Voicemail reached - Jen Calhoun unavailable","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f9f1eebbc62e3a51c035ad9838b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f9f1eebbc62e3a51c035ad9838b"}},"seriesid":"163"}
{"contact":{"id":"35394","email":"fazlay23@gmail.com","first_name":"Fazlay","last_name":"Ahmad","phone":"4034723286","orgname":"Canada Revenue Agency","customer_acct_name":"Canada Revenue Agency","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Fazlay Ahmad","language":"English","canceldate":"2023-09-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02720","new_member_date_2":"2022-10-04","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"315111","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02720","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-29","pcl_status":"F","pcl_completion_date":"2022-11-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fazlay23@gmail.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"35451","email":"ze_nab18@hotmail.com","first_name":"Zeineb","last_name":"Ibrahim","phone":"4169072571","orgname":"Oxford College of Arts Business and Technology","customer_acct_name":"Oxford College of Arts Business and Technology","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Zeineb Ibrahim","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C02213","new_member_date_2":"2022-06-14","phone_2":"6479141404","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"311451","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":"L25C02213","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-08-07","pcl_status":"P","pcl_completion_date":"2022-05-29","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2022-07-17","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ze_nab18@hotmail.com","pcl_completion_date_5":"2027-05-29","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"318579","full_name":"Sabrina Milano","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"425","members_type":"AST","new_member_date_2":"2022-11-10","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"QC","intcode":"01","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 contact unavailable, callback scheduled for 2026-05-12 14:00 - NPI# 34456\n2026 May 12 contact declined to renew due to fee concerns","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T14:31:42-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01237","temp_intcode_for_auto_old_int_code":"01","phone_2":"5146292297","last_infoline_date_type":"2023-02-20","last_act_type":"2024-02-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mssabrinamilano@gmail.com","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-12T14:31:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_call_back_date_and_time":"2026-05-12T14:00:00-04:00","npi_call_back_time_hour":"14","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent called Sabrina to discuss her lapsed Associate membership with the National Payroll Institute. Sabrina answered the survey questions, expressed dissatisfaction with the membership fee, and declined to renew her membership. The call ended politely with no further action taken.","aitm_callsummarytitle":"Membership Renewal Declined by Sabrina","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"The fee was not worth it.","initialvalue":"Designation","othermemberbenefit":"Not discussed","old_int_code":"10","astotherreasonsnottorenew":"Contact was not available to discuss renewal at this time.","age_range":"46-60","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8d7f11328f119e51b66c4ed26e7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8d7f11328f119e51b66c4ed26e7","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01237","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34326","email":"wwoolmore1@gmail.com","first_name":"Wendy","last_name":"Woolmore","phone":"9056177067","orgname":"Wendy Woolmore","customer_acct_name":"Wendy Woolmore","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"314430","full_name":"Wendy Woolmore","do_id":"L25A01206","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2022-06-30","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"June 5 2025 \r\nSept 3 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 contact answered but declined to continue the conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:45-04:00","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A01206","temp_intcode_for_auto_old_int_code":"15","phone_2":"9056177067","last_act_type":"2022-06-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"wwoolmore1@gmail.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent reached Wendy and introduced the purpose of the call regarding her lapsed Associate membership with the National Payroll Institute. Wendy declined to continue the conversation at that time and ended the call.","aitm_callsummarytitle":"Contact declined to continue conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_4d668124a41e7de6d145f6ecdf3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4d668124a41e7de6d145f6ecdf3","old_int_code":"6","number_of_calls_reached":"1"}},"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":"15","blocnote":"21 aout 2025 bv\n2026 May 08 voicemail reached, no live contact\n2026 May 08 call disconnected due to inactivity, no clear conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:16-04:00","temp_do_id_for_auto_old_do_id":"L25A00433","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:46-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent attempted to reach Danielle but was unable to have a clear conversation as the user's speech was inaudible and the call ended due to inactivity. No renewal or survey discussion took place.","aitm_callsummarytitle":"Call disconnected before conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_56bf2bf02465fbfc2e390ed58a3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_56bf2bf02465fbfc2e390ed58a3","old_int_code":"6"}},"seriesid":"163"}
{"contact":{"id":"34881","email":"tweel.tweel@gmail.com","first_name":"Tweel","last_name":"Tweel","phone":"4164873380","orgname":"National Payroll Institute","customer_acct_name":"National Payroll Institute","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Tweel Tweel","members_type":"CORP","organization_id":"34712","coidnewmbrdate":"1999-10-01","city_1":"Toronto","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"416","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"346481","last_act_type":"2025-01-15","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507569","temp_do_id_for_auto_old_do_id":"LB2507569","npi_email_temp":"tweel.tweel@gmail.com","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35062","email":"andrew.kampen@prov.ca","first_name":"Andrew","last_name":"Kampen","phone":"2044337488","orgname":"Providence University College and Theological Seminary","customer_acct_name":"Providence University College and Theological Seminary","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Andrew Kampen","language":"English","canceldate":"2024-09-04","extension_phone_1":"219","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C02681","new_member_date_2":"2022-07-20","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314825","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":"L25C02681","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-21","pcl_status":"P","pcl_completion_date":"2022-11-09","pf1_status":"P","pf1_completion_date":"2023-04-16","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"andrew.kampen@prov.ca","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"35548","email":"sumi.gill1997@gmail.com","first_name":"Sumanpreet","last_name":"Kaur","phone":"","orgname":"Douglas College","customer_acct_name":"Douglas College","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sumanpreet Kaur","language":"English","canceldate":"2023-02-02","time_zone":"5","area_code":"236","members_type":"CAND","do_id":"L25C01976","new_member_date_2":"2022-01-04","phone_2":"2365122538","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308528","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01976","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-11","pcl_status":"P","pcl_completion_date":"2022-03-06","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sumi.gill1997@gmail.com","pcl_completion_date_5":"2027-03-06","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"35558","email":"edwards.james@live.ca","first_name":"James","last_name":"Edwards","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"James Edwards","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"289","members_type":"CAND","do_id":"L25C01977","new_member_date_2":"2025-07-22","phone_2":"2898873940","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308537","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"L25C01977","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2025-11-14","last_act_type":"2025-11-14","pcl_status":"P","pcl_completion_date":"2026-01-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"edwards.james@live.ca","pf1_status":"F","pcl_completion_date_5":"2031-01-21","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","pf1_completion_date":"2026-05-20"}},"seriesid":"163"}
{"contact":{"id":"34496","email":"mohdkinnarath@hotmail.com","first_name":"Mohd","last_name":"Kinnarath","phone":"2044305147","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"319696","full_name":"Mohd Kinnarath","do_id":"L25A01246","language":"English","canceldate":"2024-02-03","time_zone":"3","area_code":"204","members_type":"AST","new_member_date_2":"2022-12-14","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"MB","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:39-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A01246","temp_intcode_for_auto_old_int_code":"6","phone_2":"2044305147","last_act_type":"2023-01-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mohdkinnarath@hotmail.com","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:45-04:00","number_of_call_attempts":"8","number_of_total_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","session_id":"call_31e571d91ef7881cf6c88cfa647","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_31e571d91ef7881cf6c88cfa647"}},"seriesid":"163"}
{"contact":{"id":"34535","email":"teresa.corbi@zoetis.com","first_name":"Teresa","last_name":"Corbi","phone":"5144593863","orgname":"Zoetis Canada Inc.","customer_acct_name":"Zoetis Canada Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"286883","full_name":"Teresa Corbi","do_id":"L25A01043","language":"English","canceldate":"2021-05-04","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2020-03-24","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"15","blocnote":"jjune 9 2025 vm\r\nLN \/ 25 September 2025 Not in service\n2026 May 08 call ended after contact asked for caller identity repeatedly\n2026-05-11 Dial no answer, phone: +15144593863\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 Dial no answer, phone: +15144593863\n2026 May 13 call disconnected early due to no audio received","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T10:06:41-04:00","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A01043","temp_intcode_for_auto_old_int_code":"15","phone_2":"5149129264","old_int_code":"05","notrenewedother":"Phone cannot be recovered","last_infoline_date_type":"2020-06-05","last_act_type":"2020-06-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"teresa.corbi@zoetis.com","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-13T10:21:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"error","session_id":"call_9d172f411261073103c9b69808a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9d172f411261073103c9b69808a","npi_transcriptsummary":"The call was initiated to speak with Teresa but was disconnected early due to no audio received, resulting in an incomplete conversation.","aitm_callsummarytitle":"Call disconnected early - no audio","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","number_of_calls_reached":"2","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"34322","email":"amritatewari@gmail.com","first_name":"Amrita","last_name":"Rana","phone":"6474101024","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"314357","full_name":"Amrita Rana","do_id":"L25A01205","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2022-06-27","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"21","blocnote":"june 5 2025 ( just answered the one question )","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T14:57:00-04:00","onesentencenotrenewed":"I am not doing payroll anymore","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A01205","temp_intcode_for_auto_old_int_code":"21","phone_2":"6474101024","last_act_type":"2022-02-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amritatewari@gmail.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"33867","email":"jaspaul.dhaliwal@gmail.com","first_name":"Jaspaul","last_name":"Dhaliwal","phone":"9058295007","orgname":"Canadian Hospital Specialties Ltd.","customer_acct_name":"Canadian Hospital Specialties Ltd.","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"106750","full_name":"Jaspaul Dhaliwal","do_id":"L25A00598","language":"English","canceldate":"2023-12-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2019-11-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"5","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"03","blocnote":"number not in service\n2026 May 08 call reached automated menu, person at extension 223 unavailable, callback requested but not scheduled\n2026 May 11 call reached automated menu, contact unavailable at extension 223, call ended without renewal.\n2026 May 13 call reached gatekeeper and receptionist Wendy, no contact with Jaspaul\n2026 May 15 call reached automated system, person at extension 223 unavailable, agent to call back later\n2026 May 19 call reached automated menu and extension 223 unavailable, call ended politely\n2026 May 21 call reached automated system, no human conversation\n2026 May 25 call reached automated menu, person unavailable, callback requested","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:25:43-04:00","old_int_code":"16","date_of_renewal_identification":"2025-06-09","pipeline_2_members_only_ast":"","notrenewedother":"Phone cannot be recovered","pds_july":"5","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A00598","temp_intcode_for_auto_old_int_code":"03","pds_august":"5","phone_2":"6472318873","pds_september":"5","last_infoline_date_type":"2023-07-07","last_act_type":"2023-07-07","pcl_status":"P","pcl_completion_date":"2008-12-22","pf1_status":"P","pf1_completion_date":"2009-04-27","pf2_status":"P","pf2_completion_date":"2009-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-03-26","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"jaspaul.dhaliwal@gmail.com","pcl_completion_date_5":"2013-12-22","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-25T11:25:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached an automated phone menu system and the agent attempted to navigate through it by pressing digits. The call ended after the agent was informed that the person at the desired extension was unavailable and the agent asked for a callback date and time.","aitm_callsummarytitle":"Call reached automated menu, person unavailable","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c393046258ad2941594808f0cc9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c393046258ad2941594808f0cc9","number_of_calls_reached":"7","onesentencenotrenewed":"Contact was unavailable and the call was ended without renewal discussion."}},"seriesid":"163"}
{"contact":{"id":"34197","email":"reginagrundy@optonline.net","first_name":"Regina","last_name":"Grundy","phone":"2017505717","orgname":"Suez North America","customer_acct_name":"Suez North America","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"266520","full_name":"Regina Grundy","do_id":"L25A00946","language":"English","canceldate":"2023-11-02","time_zone":"2","area_code":"201","members_type":"AST","new_member_date_2":"2018-08-31","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"NJ","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail for Regina Grundy\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail for Regina Grundy\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail for Regina","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A00946","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2021-11-23","last_act_type":"2023-07-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"reginagrundy@optonline.net","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:06-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent attempted to reach Regina and confirmed the identity, but the call was forwarded to voicemail. No conversation with Regina took place.","aitm_callsummarytitle":"Call reached voicemail for Regina","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e67484fdb03130673a617aec881","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e67484fdb03130673a617aec881","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"34459","email":"comptabilite@jardineden.ca","first_name":"Annie","last_name":"Jolin","phone":"8198646831","orgname":"Jardin Eden","customer_acct_name":"Jardin Eden","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"317337","full_name":"Annie Jolin","do_id":"L25A00487","language":"French","canceldate":"2024-08-02","time_zone":"2","area_code":"819","extension_phone_1":"221","members_type":"AST","new_member_date_2":"2023-06-05","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-05-31","intcode":"15","blocnote":"2 sept 2025 nest plus en poste\n2026 May 08 call disconnected quickly after digit press, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","temp_do_id_for_auto_old_do_id":"L25A00487","temp_intcode_for_auto_old_int_code":"15","phone_2":"8195745766","last_act_type":"2023-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"comptabilite@jardineden.ca","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and ended quickly with the user hanging up after pressing a digit. No conversation or survey took place.","aitm_callsummarytitle":"Call disconnected quickly after digit press","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"16","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2d8bab091b83f5d8b1db5a6f9bb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2d8bab091b83f5d8b1db5a6f9bb","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34460","email":"emelinda_alvarado@cable.comcast.com","first_name":"Emelinda","last_name":"Alvarado","phone":"2152864205","orgname":"Comcast","customer_acct_name":"Comcast","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"284827","full_name":"Emelinda Alvarado","do_id":"L25A01021","language":"English","canceldate":"2021-03-02","time_zone":"2","area_code":"215","members_type":"AST","new_member_date_2":"2020-01-20","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"PA","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, no live contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no conversation.\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:49-04:00","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A01021","temp_intcode_for_auto_old_int_code":"6","phone_2":"2152895903","last_act_type":"2020-01-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"emelinda_alvarado@cable.comcast.com","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:22-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly 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","session_id":"call_f453a7d0dd7fe69ea92522862f1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f453a7d0dd7fe69ea92522862f1","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"35539","email":"jjdolling@shaw.ca","first_name":"Jessica","last_name":"Dolling","phone":"","orgname":"Wayver Rentals Inc.","customer_acct_name":"Wayver Rentals Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jessica Dolling","language":"English","canceldate":"2023-10-03","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01221","new_member_date_2":"2020-08-21","phone_2":"7807991322","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290773","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01221","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-10-23","pcl_status":"P","pcl_completion_date":"2020-11-15","pf1_status":"F","pf1_completion_date":"2022-01-02","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jjdolling@shaw.ca","pcl_completion_date_5":"2025-11-15","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35581","email":"kristadiclemente@gmail.com","first_name":"Krista","last_name":"Diclemente","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Krista Diclemente","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"705","members_type":"CAND","do_id":"L25C01494","new_member_date_2":"2021-03-17","phone_2":"7057404049","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"299040","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C01494","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-05-10","last_act_type":"2024-10-29","pcl_status":"P","pcl_completion_date":"2021-07-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kristadiclemente@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"35541","email":"liana_nabess@hotmail.com","first_name":"Liana","last_name":"Nabess","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Liana Nabess","language":"English","canceldate":"2023-06-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C00725","new_member_date_2":"2022-04-19","phone_2":"6043192400","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"209305","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C00725","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-19","pcl_status":"F","pcl_completion_date":"2022-08-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"liana_nabess@hotmail.com","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"34975","email":"pintilie.andrea@gmail.com","first_name":"Andreea","last_name":"Pintilie","phone":"5149691461","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Andreea Pintilie","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C02671","new_member_date_2":"2022-10-04","phone_2":"5149691461","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"314766","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02671","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-16","pcl_status":"P","pcl_completion_date":"2022-11-09","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"pintilie.andrea@gmail.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"35302","email":"cheryllhamilton2@gmail.com","first_name":"Cheryl","last_name":"Walker","phone":"4032438823","orgname":"InsightAI Calgary Inc.","customer_acct_name":"InsightAI Calgary Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Cheryl Walker","language":"English","canceldate":"2024-04-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01460","new_member_date_2":"2021-02-11","phone_2":"4038278510","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"297945","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C01460","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-31","pcl_status":"P","pcl_completion_date":"2021-12-20","pf1_status":"P","pf1_completion_date":"2023-01-09","pf2_status":"F","pf2_completion_date":"2023-07-12","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"cheryllhamilton2@gmail.com","pcl_completion_date_5":"2026-12-20","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"35473","email":"falonboll@gmail.com","first_name":"Falon","last_name":"Boll","phone":"7802949909","orgname":"Airtech Efrigeration Heating & Air Condition","customer_acct_name":"Airtech Efrigeration Heating & Air Condition","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Falon Boll","language":"English","canceldate":"2023-03-02","time_zone":"4","area_code":"780","members_type":"CAND","new_member_date_2":"2022-01-11","phone_2":"7802949909","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"308503","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"LB2505145","last_act_type":"2022-11-01","pcl_status":"F","pcl_completion_date":"2022-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 26 2025 she didn't answer the questions because she never used the membership and stopped doing payroll before using the membership","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:36:00-05:00","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":"L25C01969","do_id":"LB2505145","npi_email_temp":"falonboll@gmail.com","pcl_completion_date_5":"2027-05-01","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"34720","email":"smeberly@hotmail.com","first_name":"Stephanie","last_name":"Bauer-Pitts","phone":"2502636500","orgname":"Canadian Natural Resources","customer_acct_name":"Canadian Natural Resources","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"231548","full_name":"Stephanie Bauer-Pitts","do_id":"L25A00804","language":"English","canceldate":"2025-02-04","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2022-12-05","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","cpa_certification":"PCP","intcode":"06","blocnote":"june 10 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:46-04:00","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25A00804","temp_intcode_for_auto_old_int_code":"6","phone_2":"2507941215","last_act_type":"2023-11-14","pcl_status":"P","pcl_completion_date":"2015-05-04","pf1_status":"P","pf1_completion_date":"2016-01-24","pf2_status":"P","pf2_completion_date":"2023-03-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-04-14","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"smeberly@hotmail.com","pcl_completion_date_5":"2020-05-04","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:31:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_3913de8c1026cdf14537df823d9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3913de8c1026cdf14537df823d9","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"33803","email":"marylandbethesda.clemente@transcom.com","first_name":"Maryland","last_name":"Clemente","phone":"8776372615","orgname":"Transcom","customer_acct_name":"Transcom","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"302024","full_name":"Maryland Clemente","do_id":"L25A00336","language":"English","canceldate":"2022-08-03","time_zone":"2","area_code":"877","extension_phone_1":"5648252","members_type":"AST","new_member_date_2":"2021-06-04","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"CO","intcode":"16","blocnote":"02 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026 May 08 call reached Transcom North America IVR system, no human answered","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:10-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25A00336","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2021-03-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"marylandbethesda.clemente@transcom.com","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:10-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call reached an automated system for Transcom North America, where the user was prompted to enter an extension or select options for sales, services, employment verification, or questions. The call did not connect to a human and ended after interacting with the IVR system.","aitm_callsummarytitle":"Call reached IVR system, no human answered","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8815bfbe3261cc798f8a846b418","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8815bfbe3261cc798f8a846b418","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34317","email":"carolbarber@hitrac.com","first_name":"Carol","last_name":"Barber","phone":"2042573000","orgname":"Hitrac (1974) Inc.","customer_acct_name":"Hitrac (1974) Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"277307","full_name":"Carol Barber","do_id":"L25A00980","language":"English","canceldate":"2024-08-02","time_zone":"3","area_code":"204","members_type":"AST","new_member_date_2":"2019-06-20","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"MB","intcode":"21","blocnote":"June 5 2025 She is no longer with the company","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T14:52:00-04:00","old_int_code":"12","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A00980","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-04-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"carolbarber@hitrac.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"34134","email":"m_ogiri@hotmail.com","first_name":"Miki","last_name":"Ogiri","phone":"4169609968","orgname":"Monteco Ltd.","customer_acct_name":"Monteco Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"231195","full_name":"Miki Ogiri","do_id":"L25A00410","language":"English","canceldate":"2021-02-02","time_zone":"2","area_code":"416","extension_phone_1":"2240","members_type":"AST","new_member_date_2":"2015-01-02","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"15","blocnote":"June 4 2025 went to fax line busy\r\nSept 3 2025 went to fax line busy\n2026 May 08 call initiated, identity confirmation attempted, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A00410","temp_intcode_for_auto_old_int_code":"15","phone_2":"6478253554","last_act_type":"2020-06-01","pcl_status":"P","pcl_completion_date":"2015-04-27","pf1_status":"P","pf1_completion_date":"2015-08-24","pf2_status":"P","pf2_completion_date":"2015-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-08-24","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"m_ogiri@hotmail.com","pcl_completion_date_5":"2020-04-27","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Miki and confirmed the identity but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call ended after identity confirmation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"7","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8dac677cc153027dab04f28373b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8dac677cc153027dab04f28373b","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34367","email":"melanie@omnisport.ca","first_name":"Melanie","last_name":"Burant","phone":"7809682344","orgname":"Omni Sport Inc.","customer_acct_name":"Omni Sport Inc.","tags":"Do Not Call, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"281224","full_name":"Melanie Burant","do_id":"L25A00994","language":"English","canceldate":"2023-01-05","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2019-11-01","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"11","blocnote":"june 5 2025\r\nLN \/ 23 September 2025 Not at the office\n2026 May 08 call reached gatekeeper, Melanie not available, no message left\n2026 May 11 call reached gatekeeper, Melanie not available, no callback date provided\n2026 May 13 contact not available, message not taken.\n2026 May 15 contact not available, no callback time provided\n2026 May 19 call initiated but Melanie not reached\n2026 May 21 contact not available, no callback time given.\n2026 May 25 contact declined to renew membership and ended call early.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:07-04:00","pds_july":"2","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A00994","temp_intcode_for_auto_old_int_code":"11","pds_august":"2","phone_2":"7809682496","pds_september":"2","last_infoline_date_type":"2022-08-30","last_act_type":"2022-08-30","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"melanie@omnisport.ca","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-25T13:07:07-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent called Melanie to discuss her lapsed Associate membership with the National Payroll Institute. Melanie declined to continue the conversation and did not wish to renew her membership. The call ended shortly after without further discussion.","aitm_callsummarytitle":"Membership Decline by Melanie","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"01","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_7765ea09ea28d6b0a3a9fb5798e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7765ea09ea28d6b0a3a9fb5798e","number_of_calls_reached":"7","mini_nps":"1","onesentencenotrenewed":"User declined to renew membership and did not provide a reason.","initialvalue":"Other","othermemberbenefit":"User did not specify any other member benefit.","astotherreasonsnottorenew":"User declined to renew and did not provide a reason.","age_range":"Preferred not to say","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00994","ln_entered_date":"2026-05-26"}},"seriesid":"163"}
{"contact":{"id":"34966","email":"pumbers120418@yahoo.com","first_name":"Melissa","last_name":"Laconsay","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Melissa Laconsay","language":"English","canceldate":"2023-03-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01420","new_member_date_2":"2021-01-11","phone_2":"7809371209","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"296564","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01420","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-27","pcl_status":"P","pcl_completion_date":"2021-03-22","pf1_status":"P","pf1_completion_date":"2021-05-17","pf2_status":"P","pf2_completion_date":"2021-06-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"pumbers120418@yahoo.com","pcl_completion_date_5":"2026-03-22","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"34203","email":"kwynk@cranepumps.com","first_name":"Kendra","last_name":"Wynk","phone":"9377784580","orgname":"Crane Pumps & Systems","customer_acct_name":"Crane Pumps & Systems","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"311151","full_name":"Kendra Wynk","do_id":"L25A01176","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"937","members_type":"AST","new_member_date_2":"2022-03-14","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"OH","intcode":"06","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026-05-08 invalid phone destination, phone: +19377784580\n2026 May 08 call reached voicemail of Kendra Ungron, no conversation\n2026-05-11 invalid phone destination, phone: +19377784580\n2026 May 11 voicemail reached for Kendra Ungrund, no message left\n2026-05-13 invalid phone destination, phone: +19377784580\n2026 May 13 call reached voicemail of Kendra Ungrund, no contact made\n2026-05-15 invalid phone destination, phone: +19377784580\n2026 May 15 reached voicemail of Kendra Ungrund, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A01176","temp_intcode_for_auto_old_int_code":"06","phone_2":"5676442546","last_act_type":"2023-08-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kwynk@cranepumps.com","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:46-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","session_id":"call_12be7b94ed1226d3e4fd937a331","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_12be7b94ed1226d3e4fd937a331","npi_transcriptsummary":"The call reached a voicemail of Kendra Ungrund, an HR generalist at Munichminster, and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no human interaction","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","mini_nps":"3","onesentencenotrenewed":"No contact was made as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine other benefits","astotherreasonsnottorenew":"No contact was made due to voicemail.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"30535","email":"dummy7@dummy.com","first_name":"Dummy","last_name":"7","phone":"5149922574","orgname":"","customer_acct_name":"","tags":"dummy","ip4":"127.0.0.1","fields":{"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":"LB2505029","temp_do_id_for_auto_old_do_id":"LB2505029","npi_email_temp":"dummy7@dummy.com"}},"seriesid":"163"}
{"contact":{"id":"35109","email":"maijadillonfoster@gmail.com","first_name":"Maija","last_name":"Dillon-Foster","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Maija Dillon-Foster","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02433","new_member_date_2":"2022-05-31","phone_2":"6472141544","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313092","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C02433","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-02-10","pcl_status":"F","pcl_completion_date":"2022-08-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"maijadillonfoster@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"35553","email":"dkadiatou332@hotmail.com","first_name":"Kadiatou","last_name":"Diallo","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kadiatou Diallo","language":"French","canceldate":"2024-11-02","time_zone":"2","area_code":"438","members_type":"CAND","do_id":"L25C01737","new_member_date_2":"2021-09-10","phone_2":"4389950476","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304986","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C01737","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-16","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"F","pf1_completion_date":"2022-06-20","pf2_status":"P","pf2_completion_date":"2022-12-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-04-27","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"dkadiatou332@hotmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"35750","email":"bkuan@crestlinecoach.com","first_name":"Brad","last_name":"Kuan","phone":"3069865603","orgname":"Crestline Coach Ltd.","customer_acct_name":"Crestline Coach Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Brad Kuan","language":"English","canceldate":"2025-02-04","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C00745","new_member_date_2":"2023-11-28","phone_2":"3063714288","province":"SK","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"228830","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C00745","last_infoline_date_type":"2024-04-19","last_act_type":"2025-07-10","pcl_status":"P","pcl_completion_date":"2022-07-17","pf1_status":"F","pf1_completion_date":"2023-03-26","pf2_status":"P","pf2_completion_date":"2022-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-09-30","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025 vm 2nd number","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:43:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"bkuan@crestlinecoach.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"35018","email":"kazemb4@yahoo.ca","first_name":"Kazem","last_name":"Bayat","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kazem Bayat","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01426","new_member_date_2":"2021-01-15","phone_2":"6476155148","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"296796","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01426","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-01","pcl_status":"P","pcl_completion_date":"2021-04-26","pf1_status":"P","pf1_completion_date":"2021-12-23","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"kazemb4@yahoo.ca","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"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","latest_paid_thru":"2021-02-28"}},"seriesid":"163"}
{"contact":{"id":"34383","email":"b.deslandes@ville.waterloo.qc.ca","first_name":"Brigitte","last_name":"Deslandes","phone":"4505392282","orgname":"Ville de Waterloo","customer_acct_name":"Ville de Waterloo","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"239037","full_name":"Brigitte Deslandes, OMA","do_id":"L25A00469","language":"French","canceldate":"2024-01-05","time_zone":"2","area_code":"450","extension_phone_1":"226","members_type":"AST","new_member_date_2":"2015-11-17","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"2","paid_thru":"2023-10-31","intcode":"03","blocnote":"21 aout 2025 bv\n2026 May 08 call initiated but no response from contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:30-04:00","temp_do_id_for_auto_old_do_id":"L25A00469","temp_intcode_for_auto_old_int_code":"03","pds_august":"2","phone_2":"4505770004","pds_september":"2","last_infoline_date_type":"2023-01-03","last_act_type":"2023-03-10","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"b.deslandes@ville.waterloo.qc.ca","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:30-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was initiated and the agent asked to speak with Brigitte, but there was no response from the user before the call ended.","aitm_callsummarytitle":"No response from contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_657674849a2a1d1d596d58ebbbd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_657674849a2a1d1d596d58ebbbd"}},"seriesid":"163"}
{"contact":{"id":"34410","email":"emanuelle_jette@hotmail.com","first_name":"Emanuelle","last_name":"Jett\u00e9","phone":"5149778784","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"283459","full_name":"Emanuelle Jett\u00e9","do_id":"L25A01006","language":"English","canceldate":"2021-02-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2019-12-03","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call disconnected early, no conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:04-04:00","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A01006","temp_intcode_for_auto_old_int_code":"15","phone_2":"5149778784","last_infoline_date_type":"2020-05-11","last_act_type":"2020-05-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"emanuelle_jette@hotmail.com","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:04-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief with only a greeting and a request to speak with Emanuelle before the user hung up.","aitm_callsummarytitle":"Call disconnected early, no conversation","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"User hung up immediately after initial greeting, no further conversation.","initialvalue":"Other","astotherreasonsnottorenew":"No conversation to determine reason.","old_int_code":"6","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_12f892c4fe097f10699210550ef","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_12f892c4fe097f10699210550ef","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35116","email":"mary_eveb@hotmail.com","first_name":"Mary","last_name":"Behagan","phone":"5879685366","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Mary Behagan","language":"English","canceldate":"2023-03-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C01934","new_member_date_2":"2022-01-11","phone_2":"5879685366","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"308249","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01934","last_act_type":"2022-11-01","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","intcode":"06","blocnote":"LNC Nov 13 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T15:17:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"mary_eveb@hotmail.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"35047","email":"janicekazek@gmail.com","first_name":"Janice","last_name":"Kazek","phone":"5193328932","orgname":"Murray Mills Excavating & Trucking (Sarnia) Ltd.","customer_acct_name":"Murray Mills Excavating & Trucking (Sarnia) Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Janice Kazek","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C01679","new_member_date_2":"2021-10-19","phone_2":"5194020400","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"303826","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C01679","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2021-10-11","last_act_type":"2023-10-08","pcl_status":"P","pcl_completion_date":"2022-08-04","pf1_status":"F","pf1_completion_date":"2023-01-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"janicekazek@gmail.com","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"34678","email":"srimalka.kulawardhana@gmail.com","first_name":"Sri","last_name":"Kulawardhana","phone":"2049867797","orgname":"City of Winnipeg","customer_acct_name":"City of Winnipeg","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"228709","full_name":"Sri Malika Dias Kulawardhana","do_id":"L25A00790","language":"English","canceldate":"2021-03-02","time_zone":"3","area_code":"204","members_type":"AST","new_member_date_2":"2020-01-28","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"MB","intcode":"06","blocnote":"june 9 2025 vm\r\n25 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 reached voicemail - HR support assistant WSPS not available\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:39-04:00","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A00790","temp_intcode_for_auto_old_int_code":"6","phone_2":"2044302214","last_act_type":"2020-05-22","pcl_status":"P","pcl_completion_date":"2014-11-17","pf1_status":"F","pf1_completion_date":"2020-05-24","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"srimalka.kulawardhana@gmail.com","pcl_completion_date_5":"2019-11-17","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"No conversation happened.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"ended","session_id":"call_155e1bdbeba731a946953bb626b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_155e1bdbeba731a946953bb626b","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"36098","email":"nicole@zervacpa.ca","first_name":"Nicole","last_name":"Zerva","phone":"4164288280","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nicole Zerva, CPA, CGA","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01029","new_member_date_2":"2019-11-13","province":"ON","zerobounce_reason":"unknown","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"282894","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C01029","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-11-15","pcl_status":"P","pcl_completion_date":"2020-03-01","pf1_status":"P","pf1_completion_date":"2020-06-21","pf2_status":"P","pf2_completion_date":"2021-03-15","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"nicole@zervacpa.ca","pcl_completion_date_5":"2025-03-01","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"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, TMAI","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":"16","blocnote":"june 10 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026-05-08 invalid phone destination, phone: +16473491141","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:02-04:00","pds_july":"4","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A00522","temp_intcode_for_auto_old_int_code":"16","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","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:18-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach Rhonda Jacobs but went to voicemail immediately with no 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","session_id":"call_e2050edf36a8a4fdf050d20e3d3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e2050edf36a8a4fdf050d20e3d3","old_int_code":"08"}},"seriesid":"163"}
{"contact":{"id":"35979","email":"rbarnim@sympatico.ca","first_name":"Rebecca","last_name":"Barnim","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rebecca Barnim","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01542","new_member_date_2":"2021-04-14","phone_2":"9059956306","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"300176","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C01542","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-15","pcl_status":"P","pcl_completion_date":"2021-08-08","pf1_status":"P","pf1_completion_date":"2022-01-30","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"rbarnim@sympatico.ca","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"35063","email":"frannygarlow@hotmail.com","first_name":"Cindy","last_name":"Longboat","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Cindy Longboat","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C01681","new_member_date_2":"2021-08-18","phone_2":"5198028109","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"303891","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01681","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-10-01","pcl_status":"P","pcl_completion_date":"2022-04-05","pf1_status":"F","pf1_completion_date":"2023-05-28","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"frannygarlow@hotmail.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34670","email":"euniceannchu@gmail.com","first_name":"Eunice","last_name":"Chu","phone":"6044217308","orgname":"New Beta Innovation Canada Ltd.","customer_acct_name":"New Beta Innovation Canada Ltd.","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"325897","full_name":"Eunice Ann Chu","do_id":"L25A01289","language":"English","canceldate":"2024-08-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2023-06-08","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"15","blocnote":"06 June 2025 Number not in service\n2026-05-08 Dial no answer, phone: +16044217308\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 Dial no answer, phone: +16044217308\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 Dial no answer, phone: +16044217308\n2026 May 13 call started, agent introduced NPI membership lapse, call disconnected early before completion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T16:06:45-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"05","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01289","temp_intcode_for_auto_old_int_code":"15","phone_2":"7788718911","last_infoline_date_type":"2023-11-27","last_act_type":"2023-11-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"euniceannchu@gmail.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-13T16:26:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_85d3e91191e1f6483cdd426d7df","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_85d3e91191e1f6483cdd426d7df","npi_transcriptsummary":"The agent reached Eunice and introduced the purpose of the call regarding her lapsed Associate membership with the National Payroll Institute. Eunice agreed to answer questions, and the agent began the survey by asking about the initial value that motivated her to join NPI.","aitm_callsummarytitle":"Call started but disconnected early","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","mini_nps":"3","onesentencenotrenewed":"Call disconnected before renewal intent was expressed.","initialvalue":"Other","othermemberbenefit":"Call disconnected before other reasons were provided.","astotherreasonsnottorenew":"Call disconnected before reason was provided.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35186","email":"connie.taggart@shaw.ca","first_name":"Connie","last_name":"Taggart","phone":"4036917185","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Connie Taggart","language":"English","canceldate":"2023-08-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C00941","new_member_date_2":"2019-06-21","cert_status":"PENDING","phone_2":"4032628117","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"277374","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C00941","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2019-10-16","last_act_type":"2022-04-20","pcl_status":"P","pcl_completion_date":"2019-09-30","pf1_status":"P","pf1_completion_date":"2020-01-20","pf2_status":"P","pf2_completion_date":"2020-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-23","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"connie.taggart@shaw.ca","pcl_completion_date_5":"2024-09-30","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"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":"15","blocnote":"21 aout 2025 bv\n2026 May 08 call disconnected early with mostly inaudible speech, no membership info provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:21-04:00","temp_do_id_for_auto_old_do_id":"L25A00416","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-06-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sracette@fondsarchitectes.qc.ca","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:21-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief with mostly inaudible speech from the user and a quick thank you and goodbye from the agent. No meaningful conversation or task completion occurred.","aitm_callsummarytitle":"Brief call with no meaningful conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6ef9edc929d8c1d6c0f1bf90906","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6ef9edc929d8c1d6c0f1bf90906","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35274","email":"carleton.jill@jdirving.com","first_name":"Gillian","last_name":"Carleton","phone":"5066482186","orgname":"J.D. Irving, Ltd","customer_acct_name":"J.D. Irving, Ltd","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Gillian Carleton","language":"English","canceldate":"2023-05-02","time_zone":"1","area_code":"506","members_type":"CORP","do_id":"","new_member_date_2":"2022-03-17","phone_2":"5066473221","province":"NB","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311219","organization_id":"7174","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"L25C02197","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-11-07","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2022-07-17","pf1_status":"P","pf1_completion_date":"2023-03-26","pf2_status":"P","pf2_completion_date":"2023-07-11","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"carleton.jill@jdirving.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02197","company_status":"A"}},"seriesid":"163"}
{"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":"2024-03-12","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"35175","email":"hkomar@fibreop.ca","first_name":"Helen","last_name":"Komarechka","phone":"7056730973","orgname":"","customer_acct_name":"","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Helen Komarechka","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"705","members_type":"AST","do_id":"L25A01384","new_member_date_2":"2002-05-15","phone_2":"7056730973","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"59486","intcode":"05","blocnote":"11 June 2025 this number doesn't receive calls\n2026-05-08 Dial no answer, phone: +17056730973\n2026-05-08 Dial no answer, phone: +17056730973\n2026-05-11 Dial no answer, phone: +17056730973\n2026-05-11 Dial no answer, phone: +17056730973\n2026-05-13 Dial no answer, phone: +17056730973\n2026-05-13 Dial no answer, phone: +17056730973\n2026-05-15 Dial no answer, phone: +17056730973\n2026-05-15 Dial no answer, phone: +17056730973","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:46-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"16","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01384","temp_intcode_for_auto_old_int_code":"05","last_act_type":"2023-10-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hkomar@fibreop.ca","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:42-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_bcd4f9d537a0b0ab075c433d580","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bcd4f9d537a0b0ab075c433d580"}},"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":"2022-02-07","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","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34730","email":"lovelytuazon@yahoo.ca","first_name":"Loveliza","last_name":"Tuazon","phone":"4169079249","orgname":"Deloitte Management Services LP","customer_acct_name":"Deloitte Management Services LP","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"68211","full_name":"Loveliza Tuazon","do_id":"L25A00557","language":"English","canceldate":"2021-04-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2003-08-03","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"0","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 Wrong number\n2026 May 08 wrong number, call ended without renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:30-04:00","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A00557","temp_intcode_for_auto_old_int_code":"08","phone_2":"6477007394","old_int_code":"08","last_act_type":"2025-04-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-03-31","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"lovelytuazon@yahoo.ca","formatted_paid_thru":"31\/01\/2021","latest_paid_thru":"2021-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:29-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called a number asking for Loveliza, but the person who answered said it was the wrong number. The agent ended the call politely.","aitm_callsummarytitle":"Wrong Number - Call Ended","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Wrong number, no renewal discussion.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4ed8654a5c442efe72f25862a9a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4ed8654a5c442efe72f25862a9a","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34287","email":"asboune@hotmail.com","first_name":"Asboune","last_name":"Dieujuste","phone":"4389785899","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"313908","full_name":"Asboune Dieujuste","do_id":"L25A01196","language":"French","canceldate":"2023-08-02","time_zone":"2","area_code":"438","members_type":"AST","new_member_date_2":"2022-06-09","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2023-05-31","intcode":"06","blocnote":"21 aout 2025 bv\n2026 May 08 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:35-04:00","temp_do_id_for_auto_old_do_id":"L25A01196","temp_intcode_for_auto_old_int_code":"6","phone_2":"4389785899","last_act_type":"2022-02-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"asboune@hotmail.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:35-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately upon connection.","aitm_callsummarytitle":"Voicemail reached, no human answer","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_929c02536647986d4c134d8c795","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_929c02536647986d4c134d8c795"}},"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":"0","blocnote":"LN.15 sept 2025 demande a \u00eatre rappeler pour 14 hrs\n2026 May 08 call reached wrong number at CommutePact workplace, no renewal discussion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","temp_do_id_for_auto_old_do_id":"L25A00759","temp_intcode_for_auto_old_int_code":"08","last_act_type":"2021-11-01","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","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:55-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Edith but the person who answered confirmed it was the wrong number, identifying the line as a workplace number for CommutePact. The call ended after the agent acknowledged the mistake and thanked the respondent.","aitm_callsummarytitle":"Wrong Number - Contact Not Reached","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Wrong number, not the intended contact.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"08","astotherreasonsnottorenew":"Wrong number, contact not reached.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_65d6e19ddd04c3e7a9356c372a6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_65d6e19ddd04c3e7a9356c372a6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35645","email":"wisesh@hotmail.com","first_name":"Hong","last_name":"Si","phone":"","orgname":"LeTrade Company Canada","customer_acct_name":"LeTrade Company Canada","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Hong Si","language":"English","canceldate":"2024-09-04","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"AST","do_id":"L25A01422","new_member_date_2":"2009-07-22","cert_status":"WITHDRAWN_CPE","phone_2":"6042824469","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"152801","intcode":"06","blocnote":"June 11 2025 vm\n2026 May 08 voicemail reached, no live contact\n2026 May 11 voicemail reached, no contact made\n2026 May 13 voicemail reached, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:48-04:00","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A01422","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2009-11-25","pf1_status":"P","pf1_completion_date":"2010-03-31","pf2_status":"P","pf2_completion_date":"2010-11-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-04-13","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"wisesh@hotmail.com","pcl_completion_date_5":"2014-11-25","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T19:23:26-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached voicemail and the contact was not available to speak. No conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3034803f3968f84be261a74c037","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3034803f3968f84be261a74c037","notrenewedwanttorenew":"No"}},"seriesid":"163"}
{"contact":{"id":"35079","email":"bernard.dianes@gmail.com","first_name":"Diane","last_name":"Bernard","phone":"5142851600","orgname":"Mus\u00e9e des Beaux-arts de Montr\u00e9al","customer_acct_name":"Mus\u00e9e des Beaux-arts de Montr\u00e9al","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Diane Bernard","language":"French","canceldate":"2024-02-03","extension_phone_1":"701","time_zone":"2","area_code":"514","members_type":"CAND","new_member_date_2":"2022-12-20","pds_april":"1","phone_2":"5148581067","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"56448","pds_july":"1","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25C00681","pds_august":"1","pds_september":"1","last_infoline_date_type":"2023-02-24","last_act_type":"2023-02-24","pcl_status":"F","pcl_completion_date":"2023-04-09","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","blocnote":"lnc \r\ncompleter 27 nov 2025","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T09:20:00-05:00","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","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"invaliditer","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":"oui car invalide","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"age","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"Above 61 years","selfpayrollproficiency":"Strong","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","pds_november":"1","old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00681","npi_email_temp":"bernard.dianes@gmail.com","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"35248","email":"micaela.s.will@gmail.com","first_name":"Micaela","last_name":"Will","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Micaela Will","language":"English","canceldate":"2023-10-03","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C02703","new_member_date_2":"2022-08-25","phone_2":"2506409345","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314960","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":"L25C02703","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-25","pcl_status":"F","pcl_completion_date":"2022-12-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"micaela.s.will@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35049","email":"doris_zhengzw@hotmail.com","first_name":"Ziwei","last_name":"Zheng","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ziwei Zheng","language":"English","canceldate":"2023-08-02","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01177","new_member_date_2":"2020-06-08","cert_status":"PENDING","phone_2":"7783167733","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"289403","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C01177","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-06","pcl_status":"P","pcl_completion_date":"2020-10-04","pf1_status":"P","pf1_completion_date":"2021-01-24","pf2_status":"P","pf2_completion_date":"2021-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-05-07","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"doris_zhengzw@hotmail.com","pcl_completion_date_5":"2025-10-04","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"35774","email":"sarah80alharbi@gmail.com","first_name":"Sara","last_name":"Alharbi","phone":"6049273082","orgname":"City of Coquitlam","customer_acct_name":"City of Coquitlam","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Sara Alharbi","language":"English","time_zone":"5","area_code":"778","members_type":"CORP","phone_2":"7788889080","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"299449","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2507093","canceldate":"2024-03-02","new_member_date_2":"2023-01-23","paid_thru":"2027-05-31","organization_id":"39227","old_do_id":"LB2507093","last_act_type":"2025-09-18","company_paid_thru":"2027-05-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2021-07-05","pf1_status":"P","pf1_completion_date":"2021-10-31","pf2_status":"P","pf2_completion_date":"2022-02-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sarah80alharbi@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34791","email":"cehohm@gmail.com","first_name":"Chris","last_name":"Hohm","phone":"7806722411","orgname":"Lamb Ford Sales Ltd.","customer_acct_name":"Lamb Ford Sales Ltd.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"237679","full_name":"Chris Hohm","do_id":"L25A00828","language":"English","canceldate":"2021-04-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2020-02-10","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"21","blocnote":"June 10 2025 answered one question","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T14:35:00-04:00","onesentencenotrenewed":"I took the membership because I was taking the course. After finishing my courses, I didn't need the membership anymore","pipeline_2_members_only_ast":"","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A00828","temp_intcode_for_auto_old_int_code":"21","phone_2":"7806720806","last_act_type":"2020-10-02","pcl_status":"P","pcl_completion_date":"2016-01-31","pf1_status":"P","pf1_completion_date":"2017-12-24","pf2_status":"P","pf2_completion_date":"2020-04-19","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"cehohm@gmail.com","pcl_completion_date_5":"2021-01-31","formatted_paid_thru":"31\/01\/2021","latest_paid_thru":"2021-01-31"}},"seriesid":"163"}
{"contact":{"id":"34175","email":"mbraakman@nunastar.com","first_name":"Michelle","last_name":"Braakman","phone":"7804524333","orgname":"Nunastar Properties Inc.","customer_acct_name":"Nunastar Properties Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"171032","full_name":"Michelle R. E. Braakman","do_id":"L25A00670","language":"English","canceldate":"2022-02-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2010-06-17","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"0","blocnote":"04 June 2025 VM\r\nLN \/ 16 September 2025 Retired\n2026 May 08 call reached voicemail, no contact made\n2026-05-08 invalid phone destination, phone: +17804673083","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:48-04:00","pds_july":"1","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25A00670","temp_intcode_for_auto_old_int_code":"08","pds_august":"1","phone_2":"8679795558","old_int_code":"08","pds_september":"1","last_act_type":"2020-10-29","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"mbraakman@nunastar.com","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:36:43-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call reached voicemail at Capstone Holdings and Munistar Properties, and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_7d2347433ed73c0789cbba8e8e7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7d2347433ed73c0789cbba8e8e7"}},"seriesid":"163"}
{"contact":{"id":"35353","email":"zaida_abdul@hotmail.com","first_name":"Fathima","last_name":"Cader","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Fathima Zaida Abdul Cader","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02204","new_member_date_2":"2022-05-30","phone_2":"6476732585","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"311337","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C02204","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-03-30","pcl_status":"P","pcl_completion_date":"2022-09-11","pf1_status":"P","pf1_completion_date":"2023-05-25","pf2_status":"P","pf2_completion_date":"2023-08-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"zaida_abdul@hotmail.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"34337","email":"nuccia.carbone@redcross.ca","first_name":"Nuccia","last_name":"Carbone","phone":"9055012392","orgname":"Canadian Red Cross Society","customer_acct_name":"Canadian Red Cross Society","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"193895","full_name":"Nuccia Carbone","do_id":"L25A00708","language":"English","canceldate":"2021-03-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2012-01-04","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"15","blocnote":"june 5 2025 number not in service\n2026-05-08 invalid phone destination, phone: +19055012392\n2026 May 08 callback scheduled for 18:30 to reach Nuccia\n2026 May 08 attempted contact with Nuccia, identity confirmation not completed, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","old_int_code":"10","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A00708","temp_intcode_for_auto_old_int_code":"15","phone_2":"9057928700","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-04-27","pf1_status":"P","pf1_completion_date":"2012-07-04","pf2_status":"P","pf2_completion_date":"2012-12-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-05-29","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"nuccia.carbone@redcross.ca","pcl_completion_date_5":"2017-04-27","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T18:46:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_voicemaildetection":"No","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_e0d6dcb17b3f98dbf3fa5c94ba2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e0d6dcb17b3f98dbf3fa5c94ba2","npi_call_back_date_and_time":"2026-05-08T18:30:00-04:00","npi_call_back_time_hour":"18","npi_call_back_time_minute":"30","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Nuccia and explained the legitimacy of the call on behalf of the National Payroll Institute. The contact expressed suspicion about the call being a scam but eventually engaged briefly. The call ended without completing the intended survey or renewal discussion.","aitm_callsummarytitle":"Identity Confirmation Attempted but Call Ended Early","notrenewedwanttorenew":"No","mini_nps":"3","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","number_of_calls_reached":"1"}},"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":"03","blocnote":"21 aout 2025 meeting\n2026 May 08 call reached wrong person, asked for best time to reach Chantal","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","temp_do_id_for_auto_old_do_id":"L25A00420","temp_intcode_for_auto_old_int_code":"03","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","latest_paid_thru":"2021-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Chantal but reached someone else who was not Chantal. The agent asked when would be the best date and time to reach Chantal before the call ended.","aitm_callsummarytitle":"Reached wrong person, asked for callback time","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","old_int_code":"6","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_574e4dd64d218ef2acca4349f86","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_574e4dd64d218ef2acca4349f86","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35407","email":"jennifer.scott_120@outlook.com","first_name":"Jennifer","last_name":"Scott","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jennifer Scott","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C02209","new_member_date_2":"2022-03-23","phone_2":"4165504530","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311365","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02209","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-22","pcl_status":"P","pcl_completion_date":"2022-07-17","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jennifer.scott_120@outlook.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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, TMAI, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"107336","full_name":"Shannon Gerbrandt","language":"English","canceldate":"2024-02-03","time_zone":"3","area_code":"204","extension_phone_1":"206","members_type":"CORP","new_member_date_2":"2021-03-10","lead_status":"Not Relevant","no_email_solicitation":"False","pds_march":"1","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"","province":"MB","cpa_certification":"PCP","blocnote":"june 5 2025 completed\n2026 May 08 call disconnected early by user, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","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":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"1","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"L25A00450","temp_intcode_for_auto_old_int_code":"15","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\/04\/2027","latest_paid_thru":"2027-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief, lasting only 5 seconds, and was disconnected by the user before any meaningful conversation or information exchange occurred.","aitm_callsummarytitle":"Call disconnected early by user","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e64a29c7e880e58d22848af05c0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e64a29c7e880e58d22848af05c0","number_of_calls_reached":"1","organization_id":"362992","pipeline_2_members_only_ast":"","old_do_id":"L25A00450","company_paid_thru":"2027-04-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34115","email":"lisa.adams@lehighhanson.com","first_name":"Lisa","last_name":"Adams","phone":"9726505500","orgname":"Lehigh Hanson Materials Ltd.","customer_acct_name":"Lehigh Hanson Materials Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"161396","full_name":"Lisa Adams","do_id":"L25A00656","language":"English","canceldate":"2021-06-02","time_zone":"3","area_code":"972","members_type":"AST","new_member_date_2":"2020-04-20","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"TX","intcode":"0","blocnote":"June 4 2025 vm\r\nAug 21 2025 vm\n2026-05-08 invalid phone destination, phone: +19726536125","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A00656","temp_intcode_for_auto_old_int_code":"08","last_infoline_date_type":"2020-12-06","last_act_type":"2020-12-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lisa.adams@lehighhanson.com","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:46-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_52d55ac92f0da1960173f6848fc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_52d55ac92f0da1960173f6848fc","phone_2":"9726535500"}},"seriesid":"163"}
{"contact":{"id":"34515","email":"l.beaton@hhai.ca","first_name":"Laura","last_name":"Beaton","phone":"9058141114","orgname":"Henry Hill & Associates Inc","customer_acct_name":"Henry Hill & Associates Inc","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"21443","full_name":"Laura Beaton","do_id":"L25A00500","language":"English","canceldate":"2024-04-02","time_zone":"2","area_code":"905","extension_phone_1":"2","members_type":"AST","new_member_date_2":"1999-02-26","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"4","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"june 6 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 May 08 call reached voicemail for Laura Beaton\n2026 May 11 call reached voicemail, no human contact\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail for Laura Beaton, message left.\n2026 May 21 call reached voicemail, no live contact made.\n2026 May 25 call reached voicemail for Laura Beaton, no live contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","pds_july":"4","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A00500","temp_intcode_for_auto_old_int_code":"6","pds_august":"4","pds_september":"4","last_infoline_date_type":"2022-12-23","last_act_type":"2023-01-18","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"l.beaton@hhai.ca","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:06-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was made to a contact but reached an automated voicemail system for Laura Beaton, and no live conversation occurred.","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","session_id":"call_168318ac6e05f98c11990e36d45","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_168318ac6e05f98c11990e36d45","mini_nps":"3","onesentencenotrenewed":"No live contact was made to discuss renewal.","initialvalue":"Other","othermemberbenefit":"No information provided due to voicemail.","astotherreasonsnottorenew":"No contact was made to determine reason.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"35188","email":"andrewandsila@gmail.com","first_name":"Maria","last_name":"Pasikala","phone":"6729999156","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Maria Pasikala","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"672","members_type":"CAND","do_id":"L25C02189","new_member_date_2":"2022-03-14","phone_2":"6477687738","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311138","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02189","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-13","pcl_status":"F","pcl_completion_date":"2022-07-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"andrewandsila@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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":"2026-12-31","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","latest_paid_thru":"2026-12-31","corp_cancel_date":"2023-07-11","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34543","email":"cguenard@telus.net","first_name":"Christine","last_name":"Guenard","phone":"6042710907","orgname":"Rethink Communications Inc.","customer_acct_name":"Rethink Communications Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"222783","full_name":"Christine Guenard","do_id":"L25A00757","language":"English","canceldate":"2023-04-04","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2014-02-12","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"07","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 Not in service\n2026-05-08 invalid phone destination, phone: +16042710907\n2026-05-08 dial busy, phone:  +16046783282\n2026-05-11 invalid phone destination, phone: +16042710907\n2026-05-11 dial busy, phone:  +16046783282\n2026-05-13 invalid phone destination, phone: +16042710907\n2026-05-13 dial busy, phone:  +16046783282\n2026-05-15 invalid phone destination, phone: +16042710907\n2026-05-15 dial busy, phone:  +16046783282","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:46-04:00","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00757","temp_intcode_for_auto_old_int_code":"07","phone_2":"6046783282","old_int_code":"08","notrenewedother":"Phone cannot be recovered","last_infoline_date_type":"2021-02-17","last_act_type":"2022-07-01","pcl_status":"P","pcl_completion_date":"2014-06-04","pf1_status":"P","pf1_completion_date":"2015-06-29","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"cguenard@telus.net","pcl_completion_date_5":"2019-06-04","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:29-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_d2ba8b78e0cb53c99d36870dcf8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d2ba8b78e0cb53c99d36870dcf8"}},"seriesid":"163"}
{"contact":{"id":"35491","email":"ddmoric@gmail.com","first_name":"Diana","last_name":"Moric","phone":"","orgname":"Perfectly Balanced Bookkeeping Services","customer_acct_name":"Perfectly Balanced Bookkeeping Services","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Diana Moric","language":"English","canceldate":"2024-09-04","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01217","new_member_date_2":"2020-07-17","phone_2":"7785585537","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290454","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C01217","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-04-17","last_act_type":"2025-03-20","pcl_status":"P","pcl_completion_date":"2020-11-02","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ddmoric@gmail.com","pcl_completion_date_5":"2025-11-02","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"34538","email":"dawnm@f1key.ca","first_name":"Dawn","last_name":"Mellalieu","phone":"2507632217","orgname":"Access Human Resources","customer_acct_name":"Access Human Resources","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"287023","full_name":"Dawn Mellalieu","do_id":"L25A01044","language":"English","canceldate":"2021-05-04","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2020-03-26","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"21","blocnote":"05 June 2025 She had no time to talk - Reason: She wasn't using it","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T21:28:00-04:00","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A01044","temp_intcode_for_auto_old_int_code":"21","phone_2":"2503173375","last_infoline_date_type":"2020-03-31","last_act_type":"2020-03-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dawnm@f1key.ca","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28"}},"seriesid":"163"}
{"contact":{"id":"35551","email":"jennychuquisana@hotmail.com","first_name":"Jenny","last_name":"Chuquisana","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jenny Chuquisana","language":"English","canceldate":"2023-02-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C00726","new_member_date_2":"2021-02-23","pds_april":"1","cert_status":"WITHDRAWN","phone_2":"4168331270","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"210643","pds_july":"1","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25C00726","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_act_type":"2021-02-23","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2021-09-26","pf2_status":"P","pf2_completion_date":"2014-08-19","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":"jennychuquisana@hotmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"34255","email":"englotent@sasktel.net","first_name":"Sandra","last_name":"Krushelniski","phone":"3065827011","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"185107","full_name":"Sandra Krushelniski","do_id":"L25A00689","language":"English","canceldate":"2021-07-03","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2020-05-06","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"SK","intcode":"02","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 contact answered, answered survey, agreed to receive application form - NPI# 34255","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A00689","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2020-04-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"englotent@sasktel.net","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","sendapplicationform":"2026-05-08T12:39:00-04:00","npi_transcriptsummary":"The agent contacted Sandra regarding her lapsed Associate membership with the National Payroll Institute. Sandra answered the survey questions about her membership experience and agreed to receive an email with the application form to consider renewing her membership. The call ended positively with the agent confirming the email address and sending the application form.","aitm_callsummarytitle":"Membership Renewal Survey and Application Email Sent","notrenewedwanttorenew":"Yes","mini_nps":"4","initialvalue":"Stay Current","age_range":"46-60","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Forgot\/not aware and then 3 questions","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fd279cb55e8fa82aacb33f018a5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fd279cb55e8fa82aacb33f018a5","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34229","email":"mboyles@sjfltc.com","first_name":"Matthew","last_name":"Boyles","phone":"7057434744","orgname":"St. Joseph's at Fleming","customer_acct_name":"St. Joseph's at Fleming","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"269170","full_name":"Matthew Boyles, CPA,CA","do_id":"L25A00955","language":"English","canceldate":"2024-01-05","time_zone":"2","area_code":"705","members_type":"AST","new_member_date_2":"2018-11-07","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"03","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail of Matt Boyle, no direct contact made\n2026 May 08 call reached uninitialized voicemail, no contact made\n2026 May 11 voicemail reached, no human answer\n2026 May 11 call reached uninitialized voicemail, no contact made\n2026 May 13 reached voicemail at Saint Joseph's of Fleming, no human contact\n2026 May 13 call reached uninitialized voicemail, no contact made\n2026 May 15 call reached automated menu and navigated to payroll and scheduling supervisor but no human answered before hangup.\n2026 May 19 call reached voicemail of Matthew Boyles, no message left\n2026 May 19 call reached voicemail, no human interaction\n2026 May 21 call reached voicemail after navigating automated menus\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached automated system and did not connect to human","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:07-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A00955","temp_intcode_for_auto_old_int_code":"03","phone_2":"7058687196","last_act_type":"2022-10-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mboyles@sjfltc.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-25T13:07:07-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"12","npi_transcriptsummary":"The call was an outbound attempt to reach Matthew at Saint Joseph's at Fleming regarding his lapsed National Payroll Institute membership. The call reached an automated system and was transferred through several menu options but did not connect to a human. The call ended without a conversation or survey completion.","aitm_callsummarytitle":"Call reached automated system, no human contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d58140ecffa3d0f5e3f9a0924cb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d58140ecffa3d0f5e3f9a0924cb","mini_nps":"3","onesentencenotrenewed":"No conversation with the contact to determine renewal interest.","initialvalue":"Other","othermemberbenefit":"No interaction to determine reason.","old_int_code":"06","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"33885","email":"f.a.taxservices@outlook.com","first_name":"Fernando","last_name":"Almeida","phone":"2622713720","orgname":"F.A. Tax Services","customer_acct_name":"F.A. Tax Services","tags":"npiAlert13, NPI LN sent to TM, TMAI","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":"0","blocnote":"03 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026-05-15 invalid phone destination, phone: +14164350065","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A01101","temp_intcode_for_auto_old_int_code":"08","phone_2":"7738711256","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","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:46-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Fernando but reached his voicemail. 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","session_id":"call_c0fc13045fab85cef73c21bf088","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c0fc13045fab85cef73c21bf088","old_int_code":"08"}},"seriesid":"163"}
{"contact":{"id":"35594","email":"margaritapassos38@hotmail.com","first_name":"Margarita","last_name":"Gomez","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Margarita Passos Gomez","language":"English","canceldate":"2023-08-15","time_zone":"2","area_code":"289","members_type":"CAND","do_id":"L25C01226","new_member_date_2":"2020-08-05","phone_2":"2896867763","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290885","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01226","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-15","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-04-26","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"margaritapassos38@hotmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35077","email":"mcsheka@yahoo.co.uk","first_name":"Tashieka","last_name":"McTavish-George","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tashieka McTavish-George","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C02430","new_member_date_2":"2022-05-17","phone_2":"4168326409","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313076","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02430","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-16","pcl_status":"P","pcl_completion_date":"2022-08-28","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"mcsheka@yahoo.co.uk","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"34443","email":"cynbrasil@me.com","first_name":"Cynthia","last_name":"Brasileiro","phone":"7808931703","orgname":"Royal Bakery","customer_acct_name":"Royal Bakery","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"284364","full_name":"Cynthia Brasileiro","do_id":"L25A01016","language":"English","canceldate":"2021-03-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2020-01-06","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"15","blocnote":"05 June 2025 VM says another name\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call disconnected early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:48-04:00","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A01016","temp_intcode_for_auto_old_int_code":"15","phone_2":"7808931703","last_act_type":"2020-02-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cynbrasil@me.com","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:36:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was very brief with only a greeting and an attempt to confirm the contact's identity. The conversation was not completed and no further information was exchanged.","aitm_callsummarytitle":"Brief call, no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0b8c0e2248e3063e5db88121025","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0b8c0e2248e3063e5db88121025","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34363","email":"jwedlock@hjwbookkeeping.com","first_name":"Jeanne","last_name":"Wedlock","phone":"9058399146","orgname":"H.J.W. Bookkeeping","customer_acct_name":"H.J.W. Bookkeeping","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"280931","full_name":"Jeanne Wedlock, CPB","do_id":"L25A00993","language":"English","canceldate":"2023-11-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2019-09-23","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"0","blocnote":"June 5 2025 Number not in service\n2026-05-08 invalid phone destination, phone: +19058399146\n2026-05-08 invalid phone destination, phone: +19058399146","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:31-04:00","old_int_code":"08","pds_july":"1","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A00993","temp_intcode_for_auto_old_int_code":"08","pds_august":"1","pds_september":"1","last_infoline_date_type":"2022-07-19","last_act_type":"2022-09-08","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"jwedlock@hjwbookkeeping.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:48-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_09105b9e965eccefe76a7438d81","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_09105b9e965eccefe76a7438d81"}},"seriesid":"163"}
{"contact":{"id":"35324","email":"ayemso@yahoo.com","first_name":"Oluwayemi","last_name":"Kayode","phone":"4165450404","orgname":"Anderson College of Health, Business and Technology","customer_acct_name":"Anderson College of Health, Business and Technology","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Oluwayemi Tolulope Kayode","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01710","new_member_date_2":"2021-11-30","phone_2":"2892217408","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304391","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01710","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-11-30","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","trc":"True","wera":"False","npi_email_temp":"ayemso@yahoo.com","pcl_completion_date_5":"2027-02-27","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"35532","email":"jessica.tang0320@gmail.com","first_name":"Xiao","last_name":"Tang","phone":"2503848058","orgname":"The Cridge Centre for the Family","customer_acct_name":"The Cridge Centre for the Family","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Xiao Tang, PCP","language":"English","canceldate":"2023-02-27","cpa_certification":"PCP","time_zone":"5","area_code":"250","members_type":"PRO","new_member_date_2":"2026-04-06","cert_status":"ACTIVE","phone_2":"3065610050","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","onesentencenotrenewed":"CAND reached 3 years limit for renewal","intcode":"21","individual_id":"298919","temp_do_id_for_auto_old_do_id":"L25C01488","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-03-08","last_act_type":"2026-06-04","company_paid_thru":"2026-11-30","pcl_status":"P","pcl_completion_date":"2021-07-05","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":"2022-04-12","number_of_passed_courses":"4","paid_thru":"2027-03-31","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jessica.tang0320@gmail.com","pipeline_2_members_only_ast":"","old_do_id":"L25C01488","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"34463","email":"inner.reflection.17@gmail.com","first_name":"Steven","last_name":"Sanford","phone":"8663821406","orgname":"Sanford HR\/Payroll Consulting, LLC","customer_acct_name":"Sanford HR\/Payroll Consulting, LLC","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"284886","full_name":"Steven Sanford","do_id":"L25A01022","language":"English","canceldate":"2021-03-02","time_zone":"2","area_code":"231","members_type":"AST","new_member_date_2":"2020-01-21","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"GA","intcode":"0","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026-05-08 invalid phone destination, phone: +12314928180\n2026-05-08 invalid phone destination, phone: +12314928180","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A01022","temp_intcode_for_auto_old_int_code":"08","phone_2":"6053623341","last_act_type":"2020-02-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"inner.reflection.17@gmail.com","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:41:46-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_ea2daeb436648ef6eb2ba3bd45c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ea2daeb436648ef6eb2ba3bd45c"}},"seriesid":"163"}
{"contact":{"id":"35466","email":"alliana.bacani@gmail.com","first_name":"Alliana","last_name":"Bacani","phone":"5873917200","orgname":"Global College of Business & Technology","customer_acct_name":"Global College of Business & Technology","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Alliana Bacani","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C01727","new_member_date_2":"2021-09-08","phone_2":"2049553501","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304792","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C01727","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-05-06","last_act_type":"2023-08-29","pcl_status":"P","pcl_completion_date":"2022-11-27","pf1_status":"F","pf1_completion_date":"2023-07-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"alliana.bacani@gmail.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"35605","email":"danarosebush@hotmail.com","first_name":"Dana","last_name":"Rosebush","phone":"7057370187","orgname":"Paramed Home Health Care","customer_acct_name":"Paramed Home Health Care","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Dana Rosebush","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"2","area_code":"705","members_type":"CAND","do_id":"L25C01227","new_member_date_2":"2020-08-04","cert_status":"PENDING","phone_2":"7057332819","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290887","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C01227","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-30","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2021-10-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-02-18","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"danarosebush@hotmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"35624","email":"trangp241@gmail.com","first_name":"Thanh","last_name":"Pham","phone":"6047295302","orgname":"Cleardent","customer_acct_name":"Cleardent","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Thanh Trang Pham","language":"English","canceldate":"2024-05-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C01499","new_member_date_2":"2021-03-18","phone_2":"6047295302","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"299159","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C01499","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-27","pcl_status":"P","pcl_completion_date":"2021-06-21","pf1_status":"P","pf1_completion_date":"2021-11-28","pf2_status":"F","pf2_completion_date":"2023-07-26","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"trangp241@gmail.com","pcl_completion_date_5":"2026-06-21","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"34740","email":"nbrown@trekgeotechnical.ca","first_name":"Nicole","last_name":"Brown","phone":"2042829958","orgname":"Trek Geotechnical Inc.","customer_acct_name":"Trek Geotechnical Inc.","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"233598","full_name":"Nicole Brown","do_id":"L25A00811","language":"English","canceldate":"2023-07-11","time_zone":"3","area_code":"204","members_type":"AST","new_member_date_2":"2018-04-26","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"MB","intcode":"05","blocnote":"June 10 2025 Number no longer in service\n2026-05-08 invalid phone destination, phone: +12042829958\n2026-05-08 Dial no answer, phone: +12049182003\n2026-05-11 invalid phone destination, phone: +12042829958\n2026-05-11 Dial no answer, phone: +12049182003\n2026-05-13 invalid phone destination, phone: +12042829958\n2026-05-13 Dial no answer, phone: +12049182003\n2026-05-15 invalid phone destination, phone: +12042829958\n2026-05-15 Dial no answer, phone: +12049182003","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:41-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A00811","temp_intcode_for_auto_old_int_code":"05","phone_2":"2049182003","last_infoline_date_type":"2022-10-19","last_act_type":"2022-10-19","pcl_status":"P","pcl_completion_date":"2015-05-25","pf1_status":"P","pf1_completion_date":"2015-06-15","pf2_status":"P","pf2_completion_date":"2015-07-13","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"nbrown@trekgeotechnical.ca","pcl_completion_date_5":"2020-05-25","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_a648a8d8e8f05fa7c4fc5c35b29","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a648a8d8e8f05fa7c4fc5c35b29"}},"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":"2025-02-10","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"35120","email":"mlmac55@hotmail.com","first_name":"Mary-Lou","last_name":"MacDonald","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mary-Lou MacDonald","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"L25C00685","new_member_date_2":"2020-03-23","pds_april":"1","phone_2":"6132364897","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"72268","pds_july":"1","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25C00685","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_act_type":"2021-01-22","pcl_status":"P","pcl_completion_date":"2020-08-30","pf1_status":"F","pf1_completion_date":"2021-08-29","number_of_passed_courses":"1","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"mlmac55@hotmail.com","pcl_completion_date_5":"2025-08-30","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"34344","email":"lucycalgary@gmail.com","first_name":"Lucy","last_name":"Cesario","phone":"7802295974","orgname":"Ecco Heating Products Ltd.","customer_acct_name":"Ecco Heating Products Ltd.","tags":"WR250430, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"196552","full_name":"Lucy Lynn Cesario","language":"English","canceldate":"2021-01-12","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2016-09-01","lead_status":"Renewed Lapsed","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Renewed lapsed","coidnewmbrdate":"27\/08\/24","city_1":"Calgary","province":"AB","date_of_renewal_identification":"2026-05-28","organization_id":"7797","pds_july":"2","temp_do_id_for_auto_old_do_id":"LB2506177","pds_august":"2","phone_2":"4033059593","pds_september":"2","last_infoline_date_type":"2025-10-12","last_act_type":"2025-10-12","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2012-06-19","pf1_status":"P","pf1_completion_date":"2012-12-18","pf2_status":"F","pf2_completion_date":"2020-11-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-04-18","number_of_passed_courses":"3","pds_october":"2","paid_thru":"2026-08-31","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pds_november":"2","do_id":"LB2506177","old_do_id":"L25A00710","npi_email_temp":"lucycalgary@gmail.com","pcl_completion_date_5":"2017-06-19","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","corp_cancel_date":"2023-08-02","company_status":"A"}},"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, TMAI","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":"10","blocnote":"04 June 2025 Not in the office\r\nLN \/ 15 September 2025 Not in the office\n2026 May 08 contact unavailable, callback suggested but no specific time given\n2026 May 11 contact answered but Annette not available, spoke with Trina\n2026 May 13 call initiated but no conversation with Annette\n2026 May 15 call ended after initial greeting attempts, no contact made\n2026 May 19 contact not available, callback scheduled","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T14:12:01-04:00","pds_july":"2","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A00674","temp_intcode_for_auto_old_int_code":"10","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","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-19T14:12:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent called Chandler Truck Repair and asked to speak with Annette, but the user informed that Annette was not in the office. The agent asked for the best date and time to reach Annette, and the user responded affirmatively but the exact details were unclear. The call ended courteously.","aitm_callsummarytitle":"Callback scheduled for Annette at Chandler Truck Repair","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_66e0fc86172fbcbacd5d3b72ad0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_66e0fc86172fbcbacd5d3b72ad0","number_of_calls_reached":"5","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"34351","email":"jodi@jobooks.ca","first_name":"Jodi","last_name":"Gingras","phone":"4036173922","orgname":"JoBooks Bookkeeping Service","customer_acct_name":"JoBooks Bookkeeping Service","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"314940","full_name":"Jodi Gingras","language":"English","canceldate":"2023-09-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2022-07-26","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","blocnote":"june 5 2025 completed\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 reached voicemail at Joe Books Bookkeeping Service\n2026 May 13 voicemail reached - no live contact\n2026 May 15 voicemail reached at Joe Books Bookkeeping Service\n2026 May 19 contact answered but declined to continue survey due to lack of time.","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T15:12:03-04:00","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":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Prefers not to say","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A01212","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-06-19","last_act_type":"2023-06-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jodi@jobooks.ca","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","called_by":"Tri","aitm_status_called":"2026-05-19T15:12:03-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent reached Jodi and confirmed her identity before explaining the purpose of the call regarding her lapsed Associate membership. Jodi was willing to start the survey but then declined to continue due to lack of time and ended the call.","aitm_callsummarytitle":"Contact declined survey due to time constraints","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f4e22a0d8791ff3dee674937ff6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f4e22a0d8791ff3dee674937ff6","onesentencenotrenewed":"Contact declined to continue the survey due to lack of time.","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01212","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35006","email":"kritosierra07@gmail.com","first_name":"Carolina","last_name":"Jimenez","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Carolina Sierra Jimenez","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"226","members_type":"CAND","do_id":"L25C02423","new_member_date_2":"2022-05-16","phone_2":"2269774859","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313043","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02423","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-09","pcl_status":"F","pcl_completion_date":"2022-09-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kritosierra07@gmail.com","pcl_completion_date_5":"2027-09-13","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"9271","email":"kmitchell8789@gmail.com","first_name":"Kaitlyn","last_name":"Mitchell","phone":"6479228447","orgname":"","customer_acct_name":"","tags":"CSV imported, NPIdealed, npiAlert13","ip4":"0.0.0.0","fields":{"do_id":"L25C07127","province":"ON","full_name":"Kaitlyn Mitchell","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-09-02","individual_id":"290303","area_code":"647","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500866","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":"2020-07-22","temp_do_id_for_auto_old_do_id":"L25C07127","phone_2":"6479228447","last_act_type":"2021-12-22","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-08-29","pf2_status":"F","pf2_completion_date":"2021-12-23","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"kmitchell8789@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30"}},"seriesid":"163"}
{"contact":{"id":"34971","email":"krisleyduyenduong@yahoo.com.vn","first_name":"Huu","last_name":"Duong","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Huu Thuy Duyen Duong","language":"English","canceldate":"2023-02-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01920","new_member_date_2":"2021-12-10","phone_2":"7807082589","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308075","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01920","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-22","pcl_status":"P","pcl_completion_date":"2022-06-26","pf1_status":"P","pf1_completion_date":"2022-07-11","pf2_status":"P","pf2_completion_date":"2022-12-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"krisleyduyenduong@yahoo.com.vn","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"34963","email":"jas_julie_1981@yahoo.com","first_name":"Jasmi","last_name":"Lobo","phone":"9715070000","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jasmi Lobo","language":"English","canceldate":"2024-02-03","time_zone":"5","area_code":"971","members_type":"CAND","do_id":"L25C01919","new_member_date_2":"2021-12-23","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308064","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25C01919","temp_intcode_for_auto_old_int_code":"21","extension_phone_1":"0","last_act_type":"2022-11-27","pcl_status":"P","pcl_completion_date":"2022-04-21","pf1_status":"P","pf1_completion_date":"2022-12-18","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"jas_julie_1981@yahoo.com","pcl_completion_date_5":"2027-04-21","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"35093","email":"lixin79197@gmail.com","first_name":"Xin","last_name":"Li","phone":"7808846260","orgname":"Yang & Peng CPA LLP","customer_acct_name":"Yang & Peng CPA LLP","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Xin Li","language":"English","canceldate":"2023-08-02","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01181","new_member_date_2":"2020-06-12","cert_status":"PENDING","phone_2":"7808846260","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"289528","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C01181","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-31","pcl_status":"P","pcl_completion_date":"2020-10-04","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":"2021-11-15","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"lixin79197@gmail.com","pcl_completion_date_5":"2025-10-04","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"35042","email":"sheila_cerbolles@yahoo.com","first_name":"Ma.","last_name":"Reyes","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ma. Shiela Cerbolles-Delos Reyes","language":"English","canceldate":"2023-02-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01927","new_member_date_2":"2021-12-21","phone_2":"7802411984","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308173","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01927","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":"2022-05-29","pf2_status":"P","pf2_completion_date":"2022-07-24","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sheila_cerbolles@yahoo.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"128934","full_name":"Sheila Christians","language":"English","canceldate":"2024-05-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2008-04-03","lead_status":"Refused","no_email_solicitation":"False","pds_march":"5","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","cpa_certification":"PCP","blocnote":"june 3 2025 completed\n2026 May 08 contact declined to renew membership citing examination requirement.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","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":"46-60","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","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted Sheila regarding her lapsed Associate membership with the National Payroll Institute and conducted a survey about her membership experience. Sheila chose not to renew, citing the need to take an examination first, despite the agent explaining the Associate membership renewal process. The call ended with Sheila declining to renew.","aitm_callsummarytitle":"Membership Renewal Declined Due to Examination Requirement","notrenewedwanttorenew":"No","onesentencenotrenewed":"Sheila needs to take the examination first and is not ready to renew.","initialvalue":"Stay Current","astotherreasonsnottorenew":"I have to take the examination first.","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","old_do_id":"L25A00625","retell_call_status":"ended","session_id":"call_5ec84d53b0a0ad829a2650a6e09","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5ec84d53b0a0ad829a2650a6e09","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35527","email":"charmaereyes17@gmail.com","first_name":"Charmae","last_name":"Reyes","phone":"4162522020","orgname":"Ya YA Foods Corp.","customer_acct_name":"Ya YA Foods Corp.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Charmae Ann Reyes","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01974","new_member_date_2":"2022-01-04","phone_2":"6475451154","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308514","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C01974","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-24","pcl_status":"P","pcl_completion_date":"2022-05-01","pf1_status":"F","pf1_completion_date":"2023-11-27","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"charmaereyes17@gmail.com","pcl_completion_date_5":"2027-05-01","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"35118","email":"katie.wanamaker@outlook.com","first_name":"Katie","last_name":"Wanamaker","phone":"9057302135","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Katie Wanamaker","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"905","members_type":"CAND","new_member_date_2":"2022-03-10","phone_2":"9057302135","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"311001","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"LB2505827","last_act_type":"2022-04-22","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 She said she is no longer interested in being in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:32:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","old_int_code":"20","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02183","do_id":"LB2505827","npi_email_temp":"katie.wanamaker@outlook.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"35775","email":"britt.falk14@gmail.com","first_name":"Brittany","last_name":"Falk","phone":"2044514304","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Brittany Falk","language":"English","canceldate":"2023-10-03","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C02764","new_member_date_2":"2022-08-12","phone_2":"2044514304","province":"MB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"315433","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C02764","last_act_type":"2022-11-08","pcl_status":"P","pcl_completion_date":"2022-11-20","number_of_passed_courses":"1","trc":"True","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:41:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"britt.falk14@gmail.com","pcl_completion_date_5":"2027-11-20","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34741","email":"jeniffer@griffithspottinger.com","first_name":"Jeniffer","last_name":"Pottinger","phone":"6478963385","orgname":"Griffiths Pottinger","customer_acct_name":"Griffiths Pottinger","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"329987","full_name":"Jeniffer Pottinger","do_id":"L25A01312","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2023-10-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"03","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 voicemail reached, no direct contact\n2026 May 08 reached voicemail, no human contact\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 voicemail reached, no human contact\n2026 May 15 voicemail reached, no contact with Jeniffer\n2026 May 15 call ended after initial greeting, no conversation with Jeniffer\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no human interaction\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached gatekeeper, did not reach Jeniffer","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:08-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A01312","temp_intcode_for_auto_old_int_code":"03","phone_2":"6478963385","last_infoline_date_type":"2024-08-22","last_act_type":"2024-08-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jeniffer@griffithspottinger.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-25T13:07:08-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"13","npi_transcriptsummary":"The agent Ellen called to speak with Jeniffer about her National Payroll Institute membership but did not reach Jeniffer during the call. The call ended shortly after the initial greeting without further conversation.","aitm_callsummarytitle":"Call reached gatekeeper, no contact with Jeniffer","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_93b333b13e3bce5c0749dfbc5c3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_93b333b13e3bce5c0749dfbc5c3","old_int_code":"06","number_of_calls_reached":"2","mini_nps":"3","onesentencenotrenewed":"No contact was made as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No contact was made due to voicemail.","astotherreasonsnottorenew":"No contact was made due to voicemail.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"35413","email":"lstepmainguy@hotmail.com","first_name":"Laura","last_name":"Mainguy","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Laura Mainguy","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"226","members_type":"CAND","do_id":"L25C02722","new_member_date_2":"2022-08-02","phone_2":"2262687797","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"315126","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C02722","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-08","pcl_status":"P","pcl_completion_date":"2022-12-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"lstepmainguy@hotmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35206","email":"mandigrantmyre@gmail.com","first_name":"Amanda","last_name":"Grantmyre","phone":"5066232206","orgname":"The City of Miramichi","customer_acct_name":"The City of Miramichi","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Amanda Grantmyre","language":"English","canceldate":"2023-09-02","time_zone":"1","area_code":"506","members_type":"CORP","do_id":"","new_member_date_2":"2022-07-26","phone_2":"7056065226","province":"NB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314936","organization_id":"10079","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"L25C02698","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-09-02","last_conf_date_type":"2024-06-19","last_act_type":"2026-08-01","company_paid_thru":"2027-03-31","pf2_status":"F","pf2_completion_date":"2022-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mandigrantmyre@gmail.com","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","date_of_renewal_identification":"","old_do_id":"L25C02698","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35090","email":"jenyui@yahoo.ca","first_name":"Jennifer","last_name":"Yui","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jennifer Yui","language":"English","canceldate":"2023-11-02","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C00682","new_member_date_2":"2021-09-17","pds_april":"1","phone_2":"5192126903","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"61323","pds_july":"1","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25C00682","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_infoline_date_type":"2023-02-16","last_act_type":"2023-02-16","pcl_status":"P","pcl_completion_date":"2022-01-16","pf1_status":"P","pf1_completion_date":"2022-06-20","pf2_status":"F","pf2_completion_date":"2022-09-18","number_of_passed_courses":"2","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"jenyui@yahoo.ca","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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\n2026 May 08 callback scheduled for Dec 17 - NPI# 34129","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:16-04:00","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":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"10","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25A01159","temp_intcode_for_auto_old_int_code":"10","last_infoline_date_type":"2024-02-10","last_act_type":"2024-02-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cgagnon2130@gmail.com","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:16-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_call_back_date_and_time":"2026-12-17T10:00:00-05:00","npi_call_back_time_hour":"10","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent called Christine to discuss her lapsed Associate membership with the National Payroll Institute. Christine initially had difficulty due to language barriers but eventually confirmed her identity and requested a callback on December 17th. The agent scheduled the callback and ended the call politely.","aitm_callsummarytitle":"Callback Scheduled Due to Language Barrier","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact was not available to discuss membership renewal and requested a callback.","initialvalue":"Other","othermemberbenefit":"Language support needed","old_int_code":"1","astotherreasonsnottorenew":"Language barrier and unavailability to discuss renewal at this time.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4b377628bb9cbf5484dbf17dd6c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4b377628bb9cbf5484dbf17dd6c"}},"seriesid":"163"}
{"contact":{"id":"36112","email":"erika.diaz@ircm.qc.ca","first_name":"Erika","last_name":"Diaz","phone":"5149875521","orgname":"IRCM","customer_acct_name":"IRCM","tags":"CSV imported, NPIdealed, npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"origin":"Lapsed Members2022","explicit_consent_date":"2015-07-15","attended_webinar":"Yes","lapsed_expiration_date":"2015-07-15","region":"QC","old_do_id":"L25A01461","no_email_solicitation":"FALSE","pds_march":"5","email2":"erikadiaz82@gmail.com","full_name":"Erika Diaz","language":"French","canceldate":"2024-12-04","cpa_certification":"SCP","time_zone":"2","area_code":"514","members_type":"CORP","new_member_date_2":"2023-10-10","pds_april":"5","cert_status":"WITHDRAWN_CPE","phone_2":"5142423479","province":"QC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"220317","pds_july":"5","paid_thru":"2027-01-31","intcode":"06","blocnote":"LN . 15 sept 2025 demande a \u00eatre rappeler","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T11:20:00-04:00","temp_do_id_for_auto_old_do_id":"L25A01461","temp_intcode_for_auto_old_int_code":"6","pds_august":"5","pds_september":"5","last_infoline_date_type":"2024-01-29","last_act_type":"2025-04-24","pcl_status":"F","pcl_completion_date":"2024-11-19","pf1_status":"P","pf1_completion_date":"2014-11-03","pf2_status":"P","pf2_completion_date":"2014-12-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-10-08","number_of_passed_courses":"3","pds_october":"5","trc":"False","wera":"False","pcp_we":"EXEMPTED","pds_november":"5","npi_email_temp":"erika.diaz@ircm.qc.ca","organization_id":"11382","pipeline_2_members_only_ast":"","pcl_completion_date_5":"2029-11-19","formatted_paid_thru":"31\/01\/2027","company_paid_thru":"2027-01-31","latest_paid_thru":"2027-01-31","corp_cancel_date":"2022-03-02","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35242","email":"jessyka.dumais@cstjean.qc.ca","first_name":"Jessyka","last_name":"Dumais","phone":"4503475301","orgname":"C\u00e9gep Saint-Jean-sur-Richelieu","customer_acct_name":"C\u00e9gep Saint-Jean-sur-Richelieu","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jessyka Dumais","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"450","members_type":"CAND","do_id":"L25C01195","new_member_date_2":"2020-06-26","phone_2":"5145881979","province":"QC","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"289907","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C01195","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-22","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"jessyka.dumais@cstjean.qc.ca","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"35243","email":"sameersiddiqui16@yahoo.com","first_name":"Sameer","last_name":"Siddiqui","phone":"7788474456","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sameer Siddiqui","language":"English","canceldate":"2024-08-02","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02194","new_member_date_2":"2022-06-15","cert_status":"PENDING","phone_2":"7788474456","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"311202","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C02194","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-05-30","pcl_status":"P","pcl_completion_date":"2022-10-19","pf1_status":"P","pf1_completion_date":"2023-02-23","pf2_status":"P","pf2_completion_date":"2023-11-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-12-12","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"sameersiddiqui16@yahoo.com","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"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":"2026-07-05","last_act_type":"2026-07-05","pcl_status":"P","pcl_completion_date":"2024-10-16","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"shannlesperance@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","pcl_completion_date_5":"2029-10-16","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"34708","email":"jacquelinedolan@hotmail.ca","first_name":"Jacqueline","last_name":"Dolan","phone":"2268861058","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"231155","full_name":"Jacqueline Dolan","do_id":"L25A00800","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"226","members_type":"AST","new_member_date_2":"2016-04-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"June 11 2025 not in\r\nLN \/ 01 October 2025 VM\n2026 May 08 call started but contact was hesitant and did not engage; call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A00800","temp_intcode_for_auto_old_int_code":"15","phone_2":"2268861058","last_act_type":"2023-04-14","pcl_status":"P","pcl_completion_date":"2015-05-04","pf1_status":"P","pf1_completion_date":"2015-12-21","pf2_status":"P","pf2_completion_date":"2016-08-07","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"jacquelinedolan@hotmail.ca","pcl_completion_date_5":"2020-05-04","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:58-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact and introduced the call purpose related to the National Payroll Institute membership. The contact was hesitant and asked repeatedly who the caller was, but the call ended shortly after without further engagement.","aitm_callsummarytitle":"Unsuccessful call - contact hesitant and call ended early","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was hesitant and did not engage in the conversation.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"6","astotherreasonsnottorenew":"Contact was hesitant and did not engage in the conversation.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b5307781835d608932055da3230","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b5307781835d608932055da3230","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34386","email":"katie@kenknappford.com","first_name":"Katie","last_name":"Leblanc","phone":"5197766447","orgname":"Ken Knapp Ford Sales Ltd.","customer_acct_name":"Ken Knapp Ford Sales Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"207077","full_name":"Katie Leblanc","do_id":"L25A00720","language":"English","canceldate":"2022-05-03","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2020-03-04","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"05 June 2025 not in the office\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no contact with Katie LeBlanc\n2026 May 11 call reached Katie, introduction made but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T09:36:42-04:00","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A00720","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2021-01-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"katie@kenknappford.com","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-11T09:36:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Katie and introduced herself, explaining the purpose of the call regarding Katie's lapsed Associate membership with the National Payroll Institute. The call was brief and ended shortly after the introduction without further conversation or survey questions.","aitm_callsummarytitle":"Introduction call to Katie about lapsed membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2db2d86e75f45b89d17cadc0b11","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2db2d86e75f45b89d17cadc0b11","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35307","email":"kelsey.joel@gmail.com","first_name":"Joel","last_name":"Kelsey","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Joel Kelsey","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"226","members_type":"CAND","do_id":"L25C01953","new_member_date_2":"2021-12-22","phone_2":"2266786770","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308352","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01953","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-10","pcl_status":"P","pcl_completion_date":"2022-04-21","pf1_status":"P","pf1_completion_date":"2022-06-26","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"kelsey.joel@gmail.com","pcl_completion_date_5":"2027-04-21","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"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, TMAI","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":"15","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\n2026 May 08 voicemail reached, no human answer\n2026 May 11 call reached voicemail\n2026 May 13 call started, brief introduction, call ended early by user.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T10:06:43-04:00","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01198","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2024-05-13","last_act_type":"2024-05-13","number_of_passed_courses":"0","old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"erika@planbynumbers.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-13T10:06:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent reached Erica 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 ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_17382f7d43534923fbfb84f6876","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_17382f7d43534923fbfb84f6876","mini_nps":"3","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34179","email":"promembership1959@gmail.com","first_name":"Michael","last_name":"White","phone":"4169242243","orgname":"Randolph College for the Performing Arts","customer_acct_name":"Randolph College for the Performing Arts","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"171237","full_name":"Michael White","do_id":"L25A00671","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2022-06-06","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 \/ 16 September 2025 Sick - not in the office\n2026 May 08 call reached voicemail at Randolph Center for the Arts - no human contact\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached gatekeeper, Michael not available, no message left.\n2026 May 13 call reached voicemail at Randolph Center for the Arts, no human answered\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail at Randolph Center for the Arts, no human contact with intended recipient Michael White\n2026 May 15 call reached voicemail, no human interaction\n2026 May 19 call reached voicemail, message left.\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail at Randolph Center for the Arts, no contact made.\n2026 May 21 call reached voicemail, no message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T15:12:04-04:00","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A00671","temp_intcode_for_auto_old_int_code":"06","phone_2":"4162001808","last_act_type":"2023-08-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"promembership1959@gmail.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-21T15:27:03-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"11","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","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","session_id":"call_8e4288f6dc9cb83daec2fcba8c9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8e4288f6dc9cb83daec2fcba8c9","mini_nps":"3","onesentencenotrenewed":"No renewal intent expressed as call reached voicemail.","initialvalue":"Other","othermemberbenefit":"Reached voicemail, no member benefit discussed.","old_int_code":"03","astotherreasonsnottorenew":"Call reached voicemail, no conversation occurred.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34553","email":"brucethecoach@yahoo.ca","first_name":"Bruce","last_name":"Grant","phone":"4168155431","orgname":"MLSE","customer_acct_name":"MLSE","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"12404","full_name":"Bruce Grant","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2019-10-01","lead_status":"Refused","no_email_solicitation":"False","pds_march":"1","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","cpa_certification":"CPM","intcode":"21","blocnote":"june 9 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 call reached voicemail for Bruce Grand\n2026 May 08 voicemail reached, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 contact answered but declined to continue the call.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:42-04:00","pds_july":"1","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A00509","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","phone_2":"4168344750","pds_september":"1","last_conf_date_type":"2023-06-06","last_act_type":"2023-03-03","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"brucethecoach@yahoo.ca","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-11T10:21:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent called Bruce to discuss his lapsed Associate membership with the National Payroll Institute but Bruce declined to continue the conversation due to lack of time. No further questions were asked or actions taken.","aitm_callsummarytitle":"Contact declined to continue call","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_330951ec0f3c9c3c328e25e04bf","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_330951ec0f3c9c3c328e25e04bf","onesentencenotrenewed":"Contact did not have time to talk and declined further conversation.","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00509","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35089","email":"homeworkuse@outlook.com","first_name":"Varinder","last_name":"Shergill","phone":"6476468040","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Varinder Shergill","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"647","members_type":"AST","do_id":"L25A01377","new_member_date_2":"2021-12-02","phone_2":"6476468040","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"41220","intcode":"10","blocnote":"June 11 2025 vm\r\nSept 4 2025 vm\n2026 May 08 contact busy, callback scheduled for next Wednesday.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:34-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01377","temp_intcode_for_auto_old_int_code":"10","last_infoline_date_type":"2024-10-22","last_act_type":"2024-10-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"homeworkuse@outlook.com","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:34-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Varinder and informed him about his lapsed Associate membership with the National Payroll Institute. Varinder was busy and requested a callback next week, preferably Wednesday, without specifying morning or afternoon. The agent scheduled the callback accordingly and ended the call politely.","aitm_callsummarytitle":"Callback Scheduled Due to User Being Busy","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"User is too busy to talk and requested a callback next week.","initialvalue":"Other","othermemberbenefit":"User did not specify initial value for membership.","old_int_code":"6","astotherreasonsnottorenew":"User did not provide a reason for not renewing, only requested a callback due to being busy.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_36bf06a36812c386be0f570d622","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_36bf06a36812c386be0f570d622","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35266","email":"kezia.talledo@gmail.com","first_name":"Kezia","last_name":"Bartel","phone":"4034663890","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kezia Bartel, PCP","language":"English","canceldate":"2023-09-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02705","new_member_date_2":"2022-07-27","phone_2":"4034663890","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314977","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02705","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-26","pcl_status":"F","pcl_completion_date":"2022-10-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kezia.talledo@gmail.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"35066","email":"jeremaetado@gmail.com","first_name":"Jeremee","last_name":"Tado","phone":"5875829447","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jeremee Tado","language":"English","canceldate":"2023-05-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C02178","new_member_date_2":"2022-03-10","phone_2":"5875829447","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"310964","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02178","last_act_type":"2022-10-03","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":"2025-12-11T17:50:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"jeremaetado@gmail.com","pcl_completion_date_5":"2027-06-05","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"35678","email":"irfan.nasser@gmail.com","first_name":"Irfan","last_name":"Nasser","phone":"6042474400","orgname":"Paper Excellence Canada Holdings Corp.","customer_acct_name":"Paper Excellence Canada Holdings Corp.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Irfan Nasser","language":"English","canceldate":"2023-03-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C01752","new_member_date_2":"2022-01-12","phone_2":"6044998454","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"305165","organization_id":"322613","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C01752","last_act_type":"2022-12-01","pcl_status":"F","pcl_completion_date":"2024-03-27","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:42:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"irfan.nasser@gmail.com","pcl_completion_date_5":"2029-03-27","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","company_paid_thru":"2024-02-29","corp_cancel_date":"2024-04-11","company_status":"I"}},"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, TMAI","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":"15","blocnote":"not authorized to call this number\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call started with introduction but ended abruptly - no renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"06","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A01311","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:26:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Christine and introduced themselves but the call was very brief and ended abruptly without completing the conversation or any survey questions.","aitm_callsummarytitle":"Brief call with no completion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f9ee0d4b38df7e43d2603873582","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f9ee0d4b38df7e43d2603873582","mini_nps":"3","onesentencenotrenewed":"Call ended abruptly before any renewal discussion.","initialvalue":"Other","othermemberbenefit":"No information provided","astotherreasonsnottorenew":"Call ended abruptly before any reason was given.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34214","email":"vcamp5757@gmail.com","first_name":"Vicki","last_name":"Campbell","phone":"9053191080","orgname":"FibreCast Inc.","customer_acct_name":"FibreCast Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"291049","full_name":"Vicki Campbell","do_id":"L25A00429","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"905","extension_phone_1":"222","members_type":"AST","new_member_date_2":"2023-06-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call started, agent reached Vicki, introduction made, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:10-04:00","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A00429","temp_intcode_for_auto_old_int_code":"15","phone_2":"9058776864","last_infoline_date_type":"2023-09-19","last_act_type":"2023-09-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vcamp5757@gmail.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:10-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Vicki and introduced herself, explaining the purpose of the call regarding Vicki's lapsed Associate membership with the National Payroll Institute. The agent asked if Vicki had a moment to answer a few questions about her membership experience, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Initial contact and membership inquiry","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_eb578423c335c17dade10e572c4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_eb578423c335c17dade10e572c4","number_of_calls_reached":"1"}},"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, 260522 Lapsed DEL","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":"Lapsed DEL","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","time_zone":"2","organization_id":"169493","individual_id":"348582","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","latest_paid_thru":"2026-04-30","corp_cancel_date":"2022-12-02","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35841","email":"elizabeth.m.lilley@gmail.com","first_name":"Elizabeth","last_name":"Ashton","phone":"7057956442","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Elizabeth Ashton","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"705","members_type":"CAND","new_member_date_2":"2025-11-04","phone_2":"7057956442","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"308730","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2505073","last_act_type":"2026-08-04","pcl_status":"P","pcl_completion_date":"2022-05-15","number_of_passed_courses":"2","pf1_status":"P","date_of_renewal_identification":"2025-11-05","intcode":"06","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:47:00-05:00","onesentencenotrenewed":"","old_int_code":"99","old_do_id":"L25C02004","npi_email_temp":"elizabeth.m.lilley@gmail.com","pf1_completion_date":"2026-02-20","pf2_status":"E","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"34893","email":"rspierre@sherweb.com","first_name":"Ren\u00e9e","last_name":"St-Pierre","phone":"8885676610","orgname":"Sherweb Inc.","customer_acct_name":"Sherweb Inc.","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Ren\u00e9e St-Pierre","members_type":"CORP","organization_id":"301815","coidnewmbrdate":"2025-02-11","city_1":"Sherbrooke","province":"QC","language":"French","lead_status":"Renewed Lapsed","time_zone":"2","extension_phone_1":"4304","area_code":"888","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"301816","paid_thru":"2027-01-31","last_act_type":"2025-11-02","company_paid_thru":"2027-01-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507030","temp_do_id_for_auto_old_do_id":"LB2507030","npi_email_temp":"rspierre@sherweb.com","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","corp_cancel_date":"2022-08-03","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35387","email":"chase@theedge.ca","first_name":"Chase","last_name":"Lehniger","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Chase Lehniger","language":"English","canceldate":"2023-10-03","time_zone":"4","area_code":"867","members_type":"CAND","do_id":"L25C02719","new_member_date_2":"2022-08-05","phone_2":"8674453903","province":"NT","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"315110","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C02719","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-27","pcl_status":"P","pcl_completion_date":"2022-12-11","pf1_status":"P","pf1_completion_date":"2023-04-02","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"chase@theedge.ca","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"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","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":"2026-04-27","last_act_type":"2026-04-27","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","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"36476","email":"mrjtyndall@gmail.com","first_name":"Jamie","last_name":"Tyndall","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jamie Tyndall","language":"English","canceldate":"2023-08-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02566","new_member_date_2":"2022-06-21","phone_2":"4033338315","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314218","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":"L25C02566","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-20","pcl_status":"F","pcl_completion_date":"2022-10-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mrjtyndall@gmail.com","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"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, TMAI","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":"06","blocnote":"June 11 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction\n2026 May 19 call reached voicemail, no human interaction\n2026 May 21 call reached voicemail, no human interaction\n2026 May 25 voicemail reached, message left for Kevin","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:06-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A01260","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-12-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kylan.estabrooks@gmail.com","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-25T14:07:06-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent called Kevin on behalf of the National Payroll Institute to discuss his membership but reached voicemail and left a message. No conversation with Kevin took place.","aitm_callsummarytitle":"Voicemail reached, message left","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"9","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a6daca3819821373f0d0c613b59","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a6daca3819821373f0d0c613b59"}},"seriesid":"163"}
{"contact":{"id":"35184","email":"lorenalim_79@yahoo.com.ph","first_name":"Lorena","last_name":"Pascua","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lorena Pascua","language":"English","canceldate":"2023-02-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01941","new_member_date_2":"2021-12-17","phone_2":"7809103191","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308257","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01941","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-17","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":"lorenalim_79@yahoo.com.ph","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"34547","email":"amelijah@aol.com","first_name":"Constance","last_name":"Elijah","phone":"5196523244","orgname":"Oneida Nation If the Thames","customer_acct_name":"Oneida Nation If the Thames","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"222801","full_name":"Constance Elijah","language":"English","canceldate":"2022-10-04","time_zone":"2","area_code":"519","members_type":"CAND","new_member_date_2":"2025-10-22","lead_status":"Renewed Lapsed","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Renewed lapsed","province":"ON","cpa_certification":"PCP","intcode":"99","blocnote":"june 9 2025 vm\r\nLN \/ 30 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-30T09:21:00-04:00","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2504267","temp_intcode_for_auto_old_int_code":"99","phone_2":"5197774986","last_infoline_date_type":"2021-10-18","last_act_type":"2025-11-20","date_of_renewal_identification":"2025-10-24","pcl_status":"P","pcl_completion_date":"2021-03-15","pf1_status":"P","pf1_completion_date":"2021-04-18","pf2_status":"P","pf2_completion_date":"2021-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-08-19","number_of_passed_courses":"4","old_int_code":"6","trc":"True","wera":"False","old_do_id":"L25A00758","npi_email_temp":"amelijah@aol.com","pcl_completion_date_5":"2026-03-15","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"34517","email":"cpeterson@pbxtruck.ca","first_name":"Chad","last_name":"Peterson","phone":"2043263155","orgname":"PBX Truck Service Inc.","customer_acct_name":"PBX Truck Service Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"286178","full_name":"Chad Peterson","do_id":"L25A01038","language":"English","canceldate":"2022-04-02","time_zone":"3","area_code":"204","members_type":"AST","new_member_date_2":"2020-02-27","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"MB","intcode":"05","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 Feb 25 reached voicemail, no human contact\n2026-02-25 Dial no answer\n2026 Mar 06 voicemail reached, message left\n2026-03-06 Dial no answer, phone: +12043265926\n2026 Mar 09 voicemail reached, no message left\n2026-03-09 Dial no answer, phone: +12043265926\n2026-03-11 Dial no answer, phone: +12043265926","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T16:06:48-04:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A01038","temp_intcode_for_auto_old_int_code":"05","phone_2":"2043265926","last_infoline_date_type":"2021-12-03","last_act_type":"2021-12-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cpeterson@pbxtruck.ca","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 Chad, but it went to voicemail and no message was left.","aitm_callsummarytitle":"Voicemail reached, no message left","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","old_int_code":"06","retell_call_status":"not_connected","number_of_total_call_attempts":"8","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"33910","email":"namarchand@hotmail.com","first_name":"Nathalie","last_name":"Marchand","phone":"8193833066","orgname":"C\u00e9gep de Trois-Rivi\u00e8res","customer_acct_name":"C\u00e9gep de Trois-Rivi\u00e8res","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"297663","full_name":"Nathalie Marchand","do_id":"L25A01107","language":"French","canceldate":"2022-04-02","time_zone":"2","area_code":"819","members_type":"AST","new_member_date_2":"2021-02-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2022-01-31","intcode":"15","blocnote":"18 aout 2025 bv\n2026 May 08 call ended due to language barrier, user declined to continue.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:14-04:00","temp_do_id_for_auto_old_do_id":"L25A01107","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2021-08-02","last_act_type":"2021-08-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"namarchand@hotmail.com","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:14-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Nathalie and confirmed her identity. Nathalie requested to speak in French, but the agent could only continue in English, leading to the call ending shortly after.","aitm_callsummarytitle":"Call ended due to language barrier","notrenewedwanttorenew":"No","onesentencenotrenewed":"User declined to continue the call due to language barrier.","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_69aab862f9aa1c7ae3b0c09fa0c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_69aab862f9aa1c7ae3b0c09fa0c","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34253","email":"crost3d@gmail.com","first_name":"Stela","last_name":"Croitoru","phone":"5145535574","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"313037","full_name":"Stela Croitoru","do_id":"L25A01188","language":"French","canceldate":"2023-07-11","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2022-05-16","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2023-04-30","intcode":"15","blocnote":"21 aout ss rep\n2026 May 08 call attempted but no clear response from contact.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","temp_do_id_for_auto_old_do_id":"L25A01188","temp_intcode_for_auto_old_int_code":"15","phone_2":"5145535574","last_act_type":"2022-06-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"crost3d@gmail.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Stela but was unable to get a clear response or confirmation from the user. The call ended due to inactivity without any further conversation or task completion.","aitm_callsummarytitle":"No Response from Contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No response or engagement from the contact.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"5","astotherreasonsnottorenew":"No engagement from contact to determine reason.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0a15ada434393651a26f649e564","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0a15ada434393651a26f649e564","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34687","email":"christina@booksinthecity.ca","first_name":"Christina","last_name":"Smith","phone":"2508132880","orgname":"Books In The City Enterprises Inc.","customer_acct_name":"Books In The City Enterprises Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"229464","full_name":"Christina Smith, CPB","do_id":"L25A00793","language":"English","canceldate":"2022-12-02","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2014-10-08","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"june 9 2025 vbm\r\nLN \/ 24 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:48-04:00","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A00793","temp_intcode_for_auto_old_int_code":"6","phone_2":"2508132880","last_act_type":"2021-10-08","pcl_status":"P","pcl_completion_date":"2015-02-06","pf1_status":"F","pf1_completion_date":"2015-05-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-02-01","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"christina@booksinthecity.ca","pcl_completion_date_5":"2020-02-06","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:31:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach the contact, but 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","session_id":"call_71e6c1290d8ff55147b9fc4da79","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_71e6c1290d8ff55147b9fc4da79","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"35464","email":"tamara.tasche@hotmail.com","first_name":"Tamara","last_name":"Tasche","phone":"6042551844","orgname":"Vancouver Dispensary Society","customer_acct_name":"Vancouver Dispensary Society","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tamara Tasche","language":"English","canceldate":"2023-02-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C01968","new_member_date_2":"2022-01-04","phone_2":"7788878420","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308500","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01968","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-28","pcl_status":"P","pcl_completion_date":"2022-05-15","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"tamara.tasche@hotmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"34240","email":"janis.macon@americold.com","first_name":"Janis","last_name":"Macon","phone":"4704712941","orgname":"Americold, LLC","customer_acct_name":"Americold, LLC","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"271261","full_name":"Janis Macon","do_id":"L25A00958","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"470","members_type":"AST","new_member_date_2":"2021-04-19","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"GA","intcode":"06","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026-05-08 Dial no answer, phone: +14704712941\n2026 May 08 call reached voicemail, no human interaction\n2026-05-11 Dial no answer, phone: +14704712941\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026-05-15 Dial no answer, phone: +14704712941\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:47-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00958","temp_intcode_for_auto_old_int_code":"06","phone_2":"6784803897","last_infoline_date_type":"2022-05-04","last_act_type":"2022-05-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"janis.macon@americold.com","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:24-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"05","retell_call_status":"ended","session_id":"call_676d2af9c6290bedfc8c7f04b98","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_676d2af9c6290bedfc8c7f04b98","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","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"35631","email":"ddhand@convoy-supply.com","first_name":"Diksha","last_name":"Dhand","phone":"6045915331","orgname":"Convoy Supply","customer_acct_name":"Convoy Supply","tags":"WR250521","ip4":"127.0.0.1","fields":{"full_name":"Diksha Dhand","language":"English","time_zone":"5","area_code":"604","members_type":"CAND","province":"BC","zerobounce_reason":"catch-all","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","city_1":"Surrey","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"","individual_id":"299190","temp_do_id_for_auto_old_do_id":"L25C10035","new_member_date_2":"2023-08-21","paid_thru":"2026-04-30","phone_2":"6046151038","last_act_type":"2025-08-05","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2022-01-02","pf2_status":"F","pf2_completion_date":"2022-04-21","number_of_passed_courses":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","old_do_id":"LB2504907","npi_email_temp":"ddhand@convoy-supply.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","do_id":"L25C10035","pipeline_2_members_only_ast":"","ln_entered_date":"2026-06-02"}},"seriesid":"163"}
{"contact":{"id":"34931","email":"lilian.afuwape@gmail.com","first_name":"Lilian","last_name":"Afuwape","phone":"4163655725","orgname":"LCBO","customer_acct_name":"LCBO","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"301060","full_name":"Lilian Afuwape, PCP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2021-05-10","coidnewmbrdate":"1999-01-28","city_1":"Mississauga","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4372248111","pipeline_1_lapsed_members":"","canceldate":"2025-04-29","cpa_certification":"PCP","cert_status":"ACTIVE","zerobounce_reason":"valid","organization_id":"21032","intcode":"99","blocnote":"June 11 2025 vm\r\nSept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T15:24:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2506093","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506093","old_int_code":"6","last_act_type":"2026-05-19","company_paid_thru":"2027-01-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2021-08-29","pf1_status":"P","pf1_completion_date":"2021-12-23","pf2_status":"P","pf2_completion_date":"2022-04-24","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","last_infoline_date_type":"2025-11-28","npi_email_temp":"lilian.afuwape@gmail.com","pcl_completion_date_5":"2026-08-29","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35096","email":"gracemariegarcia8991@gmail.com","first_name":"Grace","last_name":"Garcia","phone":"3063477600","orgname":"Bobcat of Regina Ltd.","customer_acct_name":"Bobcat of Regina Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Grace Marie Garcia","language":"English","canceldate":"2024-04-02","cpa_certification":"PCP","extension_phone_1":"302","time_zone":"3","area_code":"306","members_type":"CAND","new_member_date_2":"2023-01-27","cert_status":"PENDING","phone_2":"6395602999","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314887","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C02685","last_act_type":"2023-09-14","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-11-02","pf2_status":"P","pf2_completion_date":"2024-02-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-09-14","number_of_passed_courses":"4","intcode":"21","blocnote":"Nov 5 2025 vm\r\nLNC Dec11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:28:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"True","npi_email_temp":"gracemariegarcia8991@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02685","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"35619","email":"yolanda@pkuacc.ca","first_name":"Yanping","last_name":"Zhou","phone":"4379725333","orgname":"PKU Accounting Ltd.","customer_acct_name":"PKU Accounting Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yanping Zhou","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C02483","new_member_date_2":"2022-05-31","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313487","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02483","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-30","pcl_status":"F","pcl_completion_date":"2022-09-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"yolanda@pkuacc.ca","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"35339","email":"sylwiameres@yahoo.ca","first_name":"Sylwia","last_name":"Meres","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sylwia Meres","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01712","new_member_date_2":"2021-09-01","phone_2":"6479793000","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304432","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C01712","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-18","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2022-04-24","pf2_status":"P","pf2_completion_date":"2022-12-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sylwiameres@yahoo.ca","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"34467","email":"yasmine.belkadi@payroll.ca","first_name":"Yasmine","last_name":"Belkadi","phone":"4164873380","orgname":"TEST ORG 0626","customer_acct_name":"TEST ORG 0626","tags":"WR250430, Members from extract, moveToDeleted, npiPartnerAccount, 250903 Update AST from Mem Portal, 250903 Update Lapsed from Mem portal, weekly report discount, 260522 Lapsed DEL","ip4":"10.13.144.170","fields":{"individual_id":"352218","full_name":"TEST0626 TEST0626","do_id":"","language":"English","time_zone":"2","members_type":"CORP","lead_status":"Partner","no_email_solicitation":"False","found":"DO4 Email","date_of_renewal_identification":"2025-05-02","old_do_id":"L25A01023","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25A01023","province":"AB","paid_thru":"2026-05-31","organization_id":"352217","number_of_passed_courses":"0","company_paid_thru":"2026-05-31","trc":"False","wera":"False","npi_email_temp":"yasmine.belkadi@payroll.ca","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","last_engaged_date":"2026-05-22","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34394","email":"vivian@cheamband.com","first_name":"Vivian","last_name":"Lindstrom","phone":"6047943355","orgname":"Cheam Indian Band","customer_acct_name":"Cheam Indian Band","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"208575","full_name":"Vivian Lindstrom","language":"English","canceldate":"2021-04-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2020-02-06","lead_status":"Refused","no_email_solicitation":"False","pds_march":"5","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","organization_id":"298397","intcode":"03","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 spoke with David, not Vivian; David not in payroll anymore; asked to call office number","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:44-04:00","pds_july":"5","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A00722","temp_intcode_for_auto_old_int_code":"03","pds_august":"5","phone_2":"6047969484","pds_september":"5","last_act_type":"2020-05-02","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"vivian@cheamband.com","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Vivian Lindstrom but spoke with David instead, who informed that Vivian was unavailable and that he was no longer in payroll. David requested the agent to call the office number and expressed suspicion that the call might be automated.","aitm_callsummarytitle":"Reached colleague, renewal declined","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No interest in renewing as not in payroll anymore.","initialvalue":"Other","astotherreasonsnottorenew":"No longer in payroll","old_int_code":"6","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_235ca042604e19edde5d1949210","old_do_id":"L25A00722","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_235ca042604e19edde5d1949210","number_of_calls_reached":"1","company_paid_thru":"2022-01-31","corp_cancel_date":"2022-04-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"35533","email":"bettylam531@gmail.com","first_name":"Yuen","last_name":"Lam","phone":"7789293315","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Yuen Man Lam","language":"English","canceldate":"2023-10-03","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02736","new_member_date_2":"2022-08-10","phone_2":"7789293315","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"315260","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C02736","last_act_type":"2022-10-08","pcl_status":"P","pcl_completion_date":"2022-10-24","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2023-04-23","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC Nov 13 2025 vm\r\nLNC Dec 15 202 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T14:29:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"bettylam531@gmail.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"220418","full_name":"Lucille Melanson","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2022-11-03","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","blocnote":"05 June 2025 Completed\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 contact declined renewal citing insufficient use of membership benefits","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","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":"46-60","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":"01","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","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:21:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Lucille regarding her lapsed Associate membership with the National Payroll Institute and conducted a survey about her membership experience. Lucille expressed that she initially joined for payroll designation and rated her satisfaction as 4 out of 5. She declined to renew her membership, citing insufficient use of the membership benefits as her reason.","aitm_callsummarytitle":"Membership Renewal Declined by Lucille","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","session_id":"call_b5a51ab4e6e48f5a7212b489848","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b5a51ab4e6e48f5a7212b489848","onesentencenotrenewed":"Did not use the membership enough to justify the fee.","initialvalue":"Designation","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00747","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2024-04-30"}},"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","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"35988","email":"kelseylhunter@outlook.com","first_name":"Kelsey","last_name":"Hunter","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kelsey Hunter","language":"English","canceldate":"2024-01-05","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C01787","new_member_date_2":"2021-11-05","phone_2":"2507026866","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"306202","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25C01787","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-14","pcl_status":"P","pcl_completion_date":"2022-03-20","pf1_status":"F","pf1_completion_date":"2022-12-04","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kelseylhunter@outlook.com","pcl_completion_date_5":"2027-03-20","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"35480","email":"gloria@krcmar.ca","first_name":"Gloria","last_name":"Kuarsingh","phone":"6472391632","orgname":"Krcmar Management Inc.","customer_acct_name":"Krcmar Management Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Gloria Kuarsingh, MBA","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01216","new_member_date_2":"2020-07-16","phone_2":"6472391632","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290435","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C01216","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-07","pcl_status":"F","pcl_completion_date":"2020-12-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gloria@krcmar.ca","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"35585","email":"b_llavore@yahoo.com","first_name":"Belynda","last_name":"Llavore","phone":"7787899253","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Belynda Llavore","language":"English","canceldate":"2023-09-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01225","new_member_date_2":"2020-07-30","phone_2":"6044752821","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290861","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C01225","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-07","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"F","pf1_completion_date":"2021-10-03","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"b_llavore@yahoo.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"35647","email":"wisaletta@gmail.com","first_name":"Wisal","last_name":"Ibrahim","phone":"2046913511","orgname":"WRHA","customer_acct_name":"WRHA","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Wisal Ibrahim","language":"English","canceldate":"2023-05-02","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C01502","new_member_date_2":"2021-03-19","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"299212","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C01502","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-03","pcl_status":"P","pcl_completion_date":"2021-07-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"wisaletta@gmail.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"34790","email":"cynthia.wing@mcsbc.org","first_name":"Cynthia","last_name":"Wing","phone":"2508680351","orgname":"Metis Community Service Society of BC","customer_acct_name":"Metis Community Service Society of BC","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"333586","full_name":"Cynthia Wing","do_id":"L25A01328","language":"English","canceldate":"2025-01-06","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2024-01-23","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","blocnote":"june 10 2025 not interested\n2026 May 08 call answered by Community Services, Cynthia not reached\n2026 May 11 call reached voicemail at Metis Community Services, no contact with Cynthia\n2026 May 11 call initiated, user put agent on hold, no conversation with Cynthia\n2026 May 13 call reached Heather at Community Services, Cynthia not available\n2026 May 15 call answered by Heather at Metis Community Services, Cynthia not reached\n2026 May 19 call reached voicemail at Metis Community Services, no contact with Cynthia.\n2026 May 19 call reached wrong number, no renewal discussion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T14:12:01-04:00","intcode":"0","paid_thru":"2024-12-31","phone_2":"2508680359","extension_phone_2":"3","temp_do_id_for_auto_old_do_id":"L25A01328","temp_intcode_for_auto_old_int_code":"08","last_infoline_date_type":"2024-02-02","last_act_type":"2025-06-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cynthia.wing@mcsbc.org","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","called_by":"Tri","aitm_status_called":"2026-05-19T14:27:04-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent called to speak with Cynthia Wing but reached the wrong number. The contact confirmed they were not Cynthia and the call ended shortly after.","aitm_callsummarytitle":"Wrong Number - Call Ended","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ac75a7c971bf2b92c5f437e3fee","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ac75a7c971bf2b92c5f437e3fee","number_of_calls_reached":"5","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Wrong number, not the intended contact.","initialvalue":"Other","othermemberbenefit":"No interaction due to voicemail.","astotherreasonsnottorenew":"No interaction due to voicemail.","age_range":"Preferred not to say"}},"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","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-04-14","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"35574","email":"ra4779@telus.net","first_name":"Rae-Ann","last_name":"Winiski","phone":"2507162339","orgname":"Coastal Community Credit Union","customer_acct_name":"Coastal Community Credit Union","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Rae-Ann Winiski","language":"English","canceldate":"2023-02-17","time_zone":"5","area_code":"250","members_type":"CORP","do_id":"","new_member_date_2":"2022-04-22","phone_2":"2508027261","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"211125","organization_id":"7841","temp_do_id_for_auto_old_do_id":"L25C00728","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-06-03","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2022-08-21","pf1_status":"P","pf1_completion_date":"2023-01-09","pf2_status":"P","pf2_completion_date":"2025-07-16","number_of_passed_courses":"3","paid_thru":"2026-08-31","trc":"True","wera":"False","npi_email_temp":"ra4779@telus.net","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00728","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34357","email":"ryan_comfort@yahoo.ca","first_name":"Ryan","last_name":"Comfort","phone":"5197666590","orgname":"PNR RailWorks","customer_acct_name":"PNR RailWorks","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"199583","full_name":"Ryan Comfort","do_id":"L25A00713","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2012-05-23","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"15","blocnote":"June 5 2025 vm\r\nSept 3 2025 Survey completed He was trying to get a position in payroll but now he is on another career path.\n2026 May 08 very short call, no meaningful interaction.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:35-04:00","paid_thru":"2024-04-30","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","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":"He is not in payroll. He is another career now.","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"It was due to timing with my job schedule.","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Basic","temp_do_id_for_auto_old_do_id":"L25A00713","temp_intcode_for_auto_old_int_code":"15","phone_2":"5192127669","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2012-08-21","pf1_status":"P","pf1_completion_date":"2013-01-28","pf2_status":"P","pf2_completion_date":"2013-08-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-02-12","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"EXEMPTED","npi_email_temp":"ryan_comfort@yahoo.ca","pcl_completion_date_5":"2017-08-21","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:35-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief with minimal interaction, ending quickly without any substantive conversation or task completion.","aitm_callsummarytitle":"Brief call with no substantive interaction","onesentencenotrenewed":"No conversation occurred to determine renewal interest.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"1","astotherreasonsnottorenew":"No reason provided due to very short call.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_63e16d0529948a482a4853ef907","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_63e16d0529948a482a4853ef907","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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","latest_paid_thru":"2024-06-30"}},"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":"35095","email":"sukhca570@gmail.com","first_name":"Sukhdeep","last_name":"Kaur","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sukhdeep Kaur","language":"English","canceldate":"2023-06-02","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C01932","new_member_date_2":"2022-04-21","phone_2":"2049903822","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308182","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C01932","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-21","pcl_status":"P","pcl_completion_date":"2022-11-20","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sukhca570@gmail.com","pcl_completion_date_5":"2027-11-20","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"34815","email":"jeanzhu613@gmail.com","first_name":"Jing","last_name":"Zhu","phone":"6048222187","orgname":"The University of British Columbia","customer_acct_name":"The University of British Columbia","tags":"250616 phone cannot be recovered, npiAlert3, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"312587","full_name":"Jing Zhu, PCP","lead_status":"Not Relevant","members_type":"CORP","new_member_date_2":"2022-05-03","city_1":"Richmond","time_zone":"5","province":"BC","language":"English","phone_2":"7785129574","pipeline_1_lapsed_members":"","canceldate":"2025-04-11","cpa_certification":"PCP","cert_status":"ACTIVE","organization_id":"6470","intcode":"99","blocnote":"no number provided","dhmsfin_telemarketing_last_contacted_date":"2025-06-10T20:38:00-04:00","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":"LB2505573","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2505573","last_act_type":"2025-11-04","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2024-10-02","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":"False","pcp_we":"APPROVED","npi_email_temp":"jeanzhu613@gmail.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35067","email":"mgleidl@yahoo.com","first_name":"Mary","last_name":"Leidl","phone":"2502151741","orgname":"J&M Bookkeeping & Tax Services","customer_acct_name":"J&M Bookkeeping & Tax Services","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mary Grace Leidl","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C02429","new_member_date_2":"2022-05-16","cert_status":"PENDING","phone_2":"2502151741","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313072","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02429","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-16","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"P","pf1_completion_date":"2022-10-12","pf2_status":"P","pf2_completion_date":"2022-12-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-02-16","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"mgleidl@yahoo.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"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":"260522 Lapsed DEL","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":"LB2506062","old_int_code":"16","pds_september":"2","last_infoline_date_type":"2025-01-21","last_act_type":"2025-01-21","company_paid_thru":"2027-01-31","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","npi_email_temp":"lemar_kdm@yahoo.com","pcl_completion_date_5":"2013-08-26","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"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":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","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":"15","phone_2":"5819952848","last_infoline_date_type":"2024-12-04","last_act_type":"2024-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"audrey_laperriere@hotmail.com","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:51:45-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","blocnote":"2026-05-08 invalid phone destination, phone: +14188301490\n2026 May 08 call initiated, agent introduced and asked questions but call ended early without response","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c5dac51bd9512d1d8fa2038fb43","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c5dac51bd9512d1d8fa2038fb43","npi_transcriptsummary":"The agent reached Audrey and introduced herself, explaining the purpose of the call regarding the lapsed Associate membership and asked if Audrey could answer a few quick questions about her membership experience. The call ended shortly after without further response from Audrey.","aitm_callsummarytitle":"Initial contact attempt with no response","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes"}},"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, TMAI","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","new_member_date_2":"2006-05-15","phone_2":"9059511961","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"16012","intcode":"01","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 contact declined renewal due to retirement","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A01368","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent spoke with Catherine regarding her lapsed Associate membership with the National Payroll Institute. Catherine shared that her initial reason for joining was to stay current with payroll legislation and rated her satisfaction as 4. She declined to renew her membership due to retirement.","aitm_callsummarytitle":"Membership Renewal Declined Due to Retirement","notrenewedwanttorenew":"No","mini_nps":"4","onesentencenotrenewed":"Only because I am now retired.","initialvalue":"Stay Current","age_range":"61+","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_do_id":"L25A01368","session_id":"call_dd575d767e9557cba922f9a7448","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_dd575d767e9557cba922f9a7448","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35777","email":"sylvieinoshawa@hotmail.com","first_name":"Chantal","last_name":"Blanchette","phone":"9054048792","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Chantal Blanchette","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"AST","do_id":"L25A01433","new_member_date_2":"2012-03-20","cert_status":"WITHDRAWN_CPE","phone_2":"9054048792","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"187097","intcode":"06","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 voicemail reached, message left\n2026 May 08 voicemail reached, message left\n2026 May 11 voicemail reached, message left\n2026 May 11 call reached voicemail, message left\n2026 May 13 call reached voicemail, message left\n2026 May 13 voicemail reached, message left\n2026 May 15 call reached voicemail, message left\n2026 May 15 call reached voicemail, message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25A01433","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-09-22","pf1_status":"P","pf1_completion_date":"2011-10-20","pf2_status":"P","pf2_completion_date":"2011-11-17","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":"sylvieinoshawa@hotmail.com","pcl_completion_date_5":"2016-09-22","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent called to speak with Chantal but reached voicemail and left a message.","aitm_callsummarytitle":"Voicemail reached, message left","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a9adf25819a95c479102511eb17","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a9adf25819a95c479102511eb17"}},"seriesid":"163"}
{"contact":{"id":"34418","email":"juan180892@gmail.com","first_name":"Juan","last_name":"Villa","phone":"5146004616","orgname":"The GTI Group","customer_acct_name":"The GTI Group","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"272304","full_name":"Juan Villa","do_id":"L25A00477","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"514","extension_phone_1":"268","members_type":"AST","new_member_date_2":"2023-11-28","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"10","blocnote":"05 June 2025 Number not in service\n2026 May 08 call ended due to inactivity, no contact reached\n2026 May 08 contact requested callback next week","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:28-04:00","old_int_code":"05","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25A00477","temp_intcode_for_auto_old_int_code":"10","phone_2":"4385011918","last_act_type":"2023-11-28","pcl_status":"F","pcl_completion_date":"2024-04-03","pf1_status":"F","pf1_completion_date":"2021-08-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"juan180892@gmail.com","pcl_completion_date_5":"2029-04-03","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called Juan regarding his lapsed Associate membership with the National Payroll Institute. Juan was unable to speak at the moment and requested a callback next week. The agent acknowledged and ended the call politely.","aitm_callsummarytitle":"Callback Requested by Juan","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f48e0dfbc671d2ff498f967c6b6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f48e0dfbc671d2ff498f967c6b6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35576","email":"jade.starnaud@gmail.com","first_name":"Jade","last_name":"St-Arnaud","phone":"","orgname":"Coll\u00e8ge de Maisonneuve","customer_acct_name":"Coll\u00e8ge de Maisonneuve","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jade St-Arnaud","language":"French","canceldate":"2023-09-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01740","new_member_date_2":"2022-07-07","phone_2":"5145138904","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"305056","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C01740","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-01-02","last_act_type":"2023-01-02","pcl_status":"P","pcl_completion_date":"2022-01-23","pf1_status":"P","pf1_completion_date":"2022-06-26","pf2_status":"P","pf2_completion_date":"2023-02-06","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"jade.starnaud@gmail.com","pcl_completion_date_5":"2027-01-23","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"330856","full_name":"Angie Medrano","language":"English","canceldate":"2025-01-07","time_zone":"3","area_code":"469","members_type":"AST","new_member_date_2":"2023-10-26","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"TX","intcode":"01","blocnote":"June 10 2025 msg you have reached a none working number for Toyota North America\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 contact declined to renew and ended call early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:45-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"06","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01315","temp_intcode_for_auto_old_int_code":"01","phone_2":"8174754778","last_act_type":"2023-03-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"angie.medrano@toyota.com","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:21:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent called Angie to discuss her lapsed Associate membership with the National Payroll Institute and intended to ask survey questions. Angie declined to continue the conversation, and the call ended shortly after.","aitm_callsummarytitle":"Membership Renewal Declined","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_c1a26dbc27761ee03241b123512","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c1a26dbc27761ee03241b123512","onesentencenotrenewed":"Contact declined to continue the conversation and did not want to renew.","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01315","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35007","email":"aspa310@gmail.com","first_name":"Jodi","last_name":"Aspa","phone":"2505616800","orgname":"School District No. 57 (Prince George)","customer_acct_name":"School District No. 57 (Prince George)","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Jodi Aspa","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"250","members_type":"CORP","do_id":"","new_member_date_2":"2022-06-01","phone_2":"7786755734","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"289295","organization_id":"7749","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"L25C01173","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-07-05","company_paid_thru":"2027-03-31","pcl_status":"P","pcl_completion_date":"2022-09-11","pf1_status":"F","pf1_completion_date":"2025-08-06","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"aspa310@gmail.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01173","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35198","email":"hellena030783@gmail.com","first_name":"Thi","last_name":"Pham","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Thi Thanh Huyen Pham","language":"English","canceldate":"2023-05-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C00942","new_member_date_2":"2022-03-16","phone_2":"3062608436","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"277393","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C00942","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-16","pcl_status":"P","pcl_completion_date":"2019-10-06","pf1_status":"F","pf1_completion_date":"2022-06-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"hellena030783@gmail.com","pcl_completion_date_5":"2024-10-06","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"35889","email":"jramoran@myseneca.ca","first_name":"Jo","last_name":"Ramoran","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jo Celyn Ramoran","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02510","new_member_date_2":"2022-06-03","phone_2":"6478030833","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313674","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C02510","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-05-29","pcl_status":"F","pcl_completion_date":"2022-08-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jramoran@myseneca.ca","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"34692","email":"nklein20181@gmail.com","first_name":"Nancy","last_name":"Klein","phone":"4035176821","orgname":"Canadian Natural Resources Ltd.","customer_acct_name":"Canadian Natural Resources Ltd.","tags":"npiAlert3, npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"46088","full_name":"Nancy Klein, CPHR","language":"English","canceldate":"2022-12-02","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2017-10-05","lead_status":"Renewed Lapsed","no_email_solicitation":"False","pipeline_1_lapsed_members":"Renewed lapsed","province":"AB","organization_id":"13779","intcode":"99","blocnote":"june 9 2025 vm\r\nLN \/ 24 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T13:43:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2506663","temp_intcode_for_auto_old_int_code":"99","phone_2":"4039812009","old_int_code":"6","date_of_renewal_identification":"2026-05-28","last_infoline_date_type":"2022-09-12","last_act_type":"2022-09-12","company_paid_thru":"2026-09-30","number_of_passed_courses":"0","old_do_id":"L25O02418","trc":"False","wera":"False","do_id":"LB2506663","npi_email_temp":"nklein20181@gmail.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35422","email":"mmporteza@gmail.com","first_name":"Michelle","last_name":"Porteza","phone":"2047757141","orgname":"Bird Construction Company","customer_acct_name":"Bird Construction Company","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Michelle Porteza, PCP","language":"English","canceldate":"2024-06-17","cpa_certification":"PCP","time_zone":"3","area_code":"204","members_type":"CORP","do_id":"","new_member_date_2":"2020-07-10","cert_status":"ACTIVE","phone_2":"7802430887","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290275","organization_id":"6797","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C01211","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-09-30","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2022-01-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-07-08","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mmporteza@gmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01211","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35097","email":"stefankwok21710@gmail.com","first_name":"Ying","last_name":"Kwok","phone":"7788935211","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ying Yeung Kwok","language":"English","canceldate":"2024-05-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02181","new_member_date_2":"2022-03-10","phone_2":"7788935211","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"310986","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C02181","last_act_type":"2023-01-05","pcl_status":"P","pcl_completion_date":"2022-08-21","number_of_passed_courses":"1","trc":"True","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:39:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"stefankwok21710@gmail.com","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"35250","email":"benjamin.gagnon@outlook.com","first_name":"Benjamin","last_name":"Gagnon","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Benjamin Gagnon","language":"French","canceldate":"2023-10-03","cpa_certification":"GAP","time_zone":"2","area_code":"514","members_type":"AST","do_id":"L25A01390","new_member_date_2":"2003-08-11","cert_status":"WITHDRAWN_CPE","phone_2":"5142458701","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"68252","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A01390","last_act_type":"2025-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"benjamin.gagnon@outlook.com","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:58-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1"}},"seriesid":"163"}
{"contact":{"id":"30598","email":"jbrown6821@gmail.com","first_name":"Jeremy","last_name":"Brown","phone":"9023146821","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":"333514","full_name":"Jeremy Brown","members_type":"CAND","do_id":"L25C00414","city_1":"Vernon River","province":"PE","language":"English","phone_2":"9023146821","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","intcode":"06","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T10:10:00-05:00","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00414","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-01-19","pcl_status":"P","pcl_completion_date":"2024-05-06","number_of_passed_courses":"1","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"jbrown6821@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"34954","email":"harleen.dhugga@gmail.com","first_name":"Harleen","last_name":"Kaur","phone":"6046754000","orgname":"Joey Restaurant Group","customer_acct_name":"Joey Restaurant Group","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Harleen Kaur","language":"English","canceldate":"2024-04-08","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","do_id":"","new_member_date_2":"2022-05-16","cert_status":"ACTIVE","phone_2":"6045056625","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313027","organization_id":"211123","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25C02418","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-04-30","company_paid_thru":"2027-01-31","pcl_status":"P","pcl_completion_date":"2022-07-24","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":"2023-07-26","number_of_passed_courses":"4","last_infoline_date_type":"2026-04-30","trc":"True","wera":"True","npi_email_temp":"harleen.dhugga@gmail.com","pcp_we":"APPROVED","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02418","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36141","email":"rigneyc@hotmail.com","first_name":"Candice","last_name":"Rigney","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Candice Rigney","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C01562","new_member_date_2":"2021-05-07","phone_2":"5193002106","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"300755","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C01562","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-17","pcl_status":"P","pcl_completion_date":"2021-09-12","pf1_status":"P","pf1_completion_date":"2022-01-02","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"rigneyc@hotmail.com","pcl_completion_date_5":"2026-09-12","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"35290","email":"rjthibault64@gmail.com","first_name":"Rhonda","last_name":"Thibault","phone":"6138517357","orgname":"Rhonda Thibault Consulting","customer_acct_name":"Rhonda Thibault Consulting","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Rhonda Thibault, PLP,CHRP","language":"English","canceldate":"2024-06-04","cpa_certification":"CPM","time_zone":"2","area_code":"613","members_type":"AST","new_member_date_2":"2021-04-22","pds_april":"7","cert_status":"ACTIVE","phone_2":"6138517357","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"70320","intcode":"88","blocnote":"11 June 2025 she sent the form as a retired person to renew the membership on Feb 11, she needs to know if NPI received the form or not so she can send it back","dhmsfin_telemarketing_last_contacted_date":"2025-06-11T18:41:00-04:00","pds_july":"7","paid_thru":"2027-03-31","date_of_renewal_identification":"","pipeline_2_members_only_ast":"","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","old_do_id":"AST2197","temp_do_id_for_auto_old_do_id":"LB2506986","temp_intcode_for_auto_old_int_code":"88","pds_august":"7","pds_september":"7","last_infoline_date_type":"2020-06-10","last_conf_date_type":"2020-06-17","last_act_type":"2026-04-16","telemarketing_call_date":"2025-06-11","old_int_code":"23","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","pds_november":"7","do_id":"LB2506986","npi_email_temp":"rjthibault64@gmail.com","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"34188","email":"dispatch@roadrunnerexpress.ca","first_name":"Michelle","last_name":"Macdonald","phone":"5197528830","orgname":"RoadRunner Express","customer_acct_name":"RoadRunner Express","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"266126","full_name":"Michelle  Macdonald","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2018-08-21","lead_status":"Refused","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","blocnote":"june 5 2025 completed\n2026 May 08 callback scheduled after 5 PM - Michelle Macdonald\n2026 May 08 call reached uninitialized voicemail, no contact made\n2026 May 08 call reached voicemail\n2026 May 11 call reached voicemail not initialized by customer\n2026 May 11 call reached uninitialized voicemail, no contact made\n2026 May 13 contact declined to discuss or renew membership.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:08:30-04:00","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":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I will be retiring soon so I am not going to need the membership anymore","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"1","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A00943","temp_intcode_for_auto_old_int_code":"01","pds_august":"1","phone_2":"5197744275","pds_september":"1","last_infoline_date_type":"2022-03-29","last_act_type":"2022-06-16","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"dispatch@roadrunnerexpress.ca","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-13T14:08:30-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_call_back_date_and_time":"2026-05-08T17:00:00-04:00","npi_call_back_time_hour":"17","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent called the contact to discuss the National Payroll Institute membership renewal, but the contact declined to engage further and ended the call quickly.","aitm_callsummarytitle":"Contact declined membership renewal discussion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_497f623b19c6769c292ba3a2b3a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_497f623b19c6769c292ba3a2b3a","onesentencenotrenewed":"Contact declined to discuss or renew membership.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact was not interested in renewing or discussing membership.","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00943","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2023-01-31"}},"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":"2022-12-07","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","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35347","email":"aimeelisette.edwin@gmail.com","first_name":"Aimee","last_name":"Edwin","phone":"6476762554","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Aimee Edwin","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01713","new_member_date_2":"2023-10-18","phone_2":"6476762554","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"304435","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C01713","last_act_type":"2023-10-18","pcl_status":"P","pcl_completion_date":"2022-01-16","pf1_status":"F","pf1_completion_date":"2024-01-26","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T14:26:00-05:00","temp_intcode_for_auto_old_int_code":"06","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"aimeelisette.edwin@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"34590","email":"sfarrell@powellfoundations.ca","first_name":"Shelby","last_name":"Farrell","phone":"9057272518","orgname":"Powell Foundations","customer_acct_name":"Powell Foundations","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"323450","full_name":"Shelby Farrell","do_id":"L25A01268","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2023-04-03","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"June 10 2025 not available\r\nSept 3 2025 Shelby is no longer with the company\n2026 May 08 call ended after initial greeting, no conversation\n2026 May 11 call ended after identity confirmation attempt","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:48-04:00","paid_thru":"2024-02-28","old_int_code":"03","temp_do_id_for_auto_old_do_id":"L25A01268","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2023-01-06","last_act_type":"2023-01-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sfarrell@powellfoundations.ca","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact by asking for Shelby Farrell, but the call ended shortly after the contact identified themselves as Alcon Jackson. No further conversation or task completion occurred.","aitm_callsummarytitle":"Identity Confirmation Attempted, Call Ended Early","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_01df4c27fd3eddc7e892e2b3970","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_01df4c27fd3eddc7e892e2b3970","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"35106","email":"urvibagatharia@gmail.com","first_name":"Urvi","last_name":"Bagatharia","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Urvi Bagatharia","language":"English","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01933","phone_2":"4036674717","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308216","temp_do_id_for_auto_old_do_id":"L25C01933","temp_intcode_for_auto_old_int_code":"21","canceldate":"2023-02-02","new_member_date_2":"2021-12-15","paid_thru":"2022-11-30","last_act_type":"2021-12-15","pcl_status":"P","pcl_completion_date":"2022-04-21","pf1_status":"F","pf1_completion_date":"2022-08-28","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"urvibagatharia@gmail.com","pcl_completion_date_5":"2027-04-21","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"35287","email":"julie.slater@hotmail.com","first_name":"Juliana","last_name":"Slater","phone":"9058828349","orgname":"Nationwide Appraisal Services Inc.","customer_acct_name":"Nationwide Appraisal Services Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Juliana Slater","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01706","new_member_date_2":"2021-08-25","phone_2":"4169866659","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304262","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01706","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-16","pcl_status":"P","pcl_completion_date":"2021-12-12","pf1_status":"F","pf1_completion_date":"2022-12-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"julie.slater@hotmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"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, TMAI","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\n2026 May 08 voicemail reached, no contact with Lindsay\n2026 May 08 call reached voicemail, no contact with Lindsay\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 voicemail reached, no human contact\n2026 May 13 call reached voicemail, no human contact\n2026 May 15 call reached voicemail, no human contact\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:51-04:00","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":"2020-02-01","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","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:25-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_022bbd70ae12b3ccf1e83777558","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_022bbd70ae12b3ccf1e83777558","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"35688","email":"donnabreva@gmail.com","first_name":"Donna","last_name":"Breva","phone":"6046885158","orgname":"Murrick Insurance Services Ltd.","customer_acct_name":"Murrick Insurance Services Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Donna Breva","language":"English","canceldate":"2023-04-04","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C00739","new_member_date_2":"2022-02-22","pds_april":"2","phone_2":"7788657118","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"224599","pds_july":"2","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C00739","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","pds_september":"2","last_act_type":"2022-02-22","pcl_status":"F","pcl_completion_date":"2022-06-12","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"donnabreva@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"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","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","latest_paid_thru":"2026-12-31"}},"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":"2022-04-07","last_act_type":"2022-02-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"karderep@gmail.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"35081","email":"bajanstacia1@gmail.com","first_name":"Stacia","last_name":"Grimes","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Stacia Grimes","language":"English","canceldate":"2023-04-04","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C00931","new_member_date_2":"2022-02-03","phone_2":"9057836154","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"276579","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C00931","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-02","pcl_status":"P","pcl_completion_date":"2019-07-02","pf1_status":"P","pf1_completion_date":"2019-07-29","pf2_status":"P","pf2_completion_date":"2019-09-03","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"bajanstacia1@gmail.com","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"35376","email":"tinaatherley@yahoo.ca","first_name":"Tina","last_name":"Antogiovanni","phone":"5199483703","orgname":"","customer_acct_name":"","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Tina Antogiovanni","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"519","members_type":"AST","do_id":"L25A01400","new_member_date_2":"2005-08-23","phone_2":"5199483703","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"93188","intcode":"16","blocnote":"11 June 2025 Number not in service\n2026-05-08 invalid phone destination, phone: +15199483703\n2026-05-08 invalid phone destination, phone: +15199483703","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:22-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25A01400","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2020-08-21","last_act_type":"2023-03-08","pcl_status":"P","pcl_completion_date":"2017-06-04","pf1_status":"F","pf1_completion_date":"2018-04-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-12-04","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"tinaatherley@yahoo.ca","pcl_completion_date_5":"2022-06-04","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:46-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_45d953cb68f4f6790a96e56d027","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_45d953cb68f4f6790a96e56d027"}},"seriesid":"163"}
{"contact":{"id":"36504","email":"rbanerji@rogers.com","first_name":"Indrani","last_name":"Banerji","phone":"4169355970","orgname":"Rogers Communications Canada Inc.","customer_acct_name":"Rogers Communications Canada Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Indrani Banerji, PCP","language":"English","canceldate":"2023-01-16","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CORP","do_id":"","new_member_date_2":"2022-01-31","cert_status":"ACTIVE","phone_2":"4165608720","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"309519","organization_id":"7781","temp_do_id_for_auto_old_do_id":"L25C02068","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-03-27","last_act_type":"2026-12-01","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"P","pf1_completion_date":"2022-09-25","pf2_status":"P","pf2_completion_date":"2023-01-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-09-08","number_of_passed_courses":"4","paid_thru":"2026-08-31","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"rbanerji@rogers.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02068","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35862","email":"lisamarieacoose@gmail.com","first_name":"Lisa","last_name":"Acoose","phone":"3063475500","orgname":"3sHealth","customer_acct_name":"3sHealth","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lisa Acoose","language":"English","canceldate":"2024-04-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C00755","new_member_date_2":"2021-01-28","phone_2":"3063319363","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"241257","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C00755","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-04-21","pcl_status":"F","pcl_completion_date":"2021-11-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lisamarieacoose@gmail.com","pcl_completion_date_5":"2026-11-08","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"34587","email":"mikemcfarland2016@gmail.com","first_name":"Mike","last_name":"McFarland","phone":"4168348318","orgname":"Mike McFarland Consulting","customer_acct_name":"Mike McFarland Consulting","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"15585","full_name":"Mike McFarland, CPA Payroll Manager","do_id":"L25A00517","language":"English","canceldate":"2024-02-03","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2021-12-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"June 10 2025 vm\r\nSept 3 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call disconnected due to inactivity before conversation started\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no human interaction\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call went to voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:06-04:00","pds_july":"2","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A00517","temp_intcode_for_auto_old_int_code":"06","pds_august":"2","phone_2":"4168348318","pds_september":"2","last_infoline_date_type":"2022-05-19","last_act_type":"2023-02-23","pcl_status":"P","pcl_completion_date":"2022-04-05","pf1_status":"F","pf1_completion_date":"2022-07-11","number_of_passed_courses":"1","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"mikemcfarland2016@gmail.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-25T13:22:04-04:00","number_of_call_attempts":"6","number_of_total_call_attempts":"13","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","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","session_id":"call_de04bc050273a3adf6c542d94f9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_de04bc050273a3adf6c542d94f9","mini_nps":"3","old_int_code":"03","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"33921","email":"katrina.wang1008@gmail.com","first_name":"Chengyue","last_name":"Wang","phone":"6049907928","orgname":"Capilano University","customer_acct_name":"Capilano University","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"247327","full_name":"Chengyue Wang, PCP","language":"English","canceldate":"2024-05-03","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2021-11-12","lead_status":"Lapsed DEL","no_email_solicitation":"False","cert_status":"ACTIVE","pipeline_1_lapsed_members":"","province":"BC","cpa_certification":"PCP","organization_id":"179876","intcode":"99","blocnote":"June 3 2025 no answer\r\nAug 20 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-08-20T13:18:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2505828","temp_intcode_for_auto_old_int_code":"99","phone_2":"6048610118","old_do_id":"LB2505828","old_int_code":"5","last_act_type":"2024-05-31","company_paid_thru":"2026-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2022-03-13","pf1_status":"P","pf1_completion_date":"2023-02-06","pf2_status":"P","pf2_completion_date":"2023-04-23","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","npi_email_temp":"katrina.wang1008@gmail.com","pcl_completion_date_5":"2027-03-13","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35523","email":"hkgibeson@charter.net","first_name":"Hildia","last_name":"Gibeson","phone":"2142239880","orgname":"Solutions IntelliCentrics","customer_acct_name":"Solutions IntelliCentrics","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Hildia Gibeson","language":"English","canceldate":"2024-05-02","time_zone":"3","area_code":"214","members_type":"CAND","do_id":"L25C01487","new_member_date_2":"2021-03-11","phone_2":"2142239880","province":"TX","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"298864","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C01487","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-09-27","last_act_type":"2023-09-27","pcl_status":"P","pcl_completion_date":"2022-08-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"hkgibeson@charter.net","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"35232","email":"l.macdonald@hotmail.com","first_name":"Lisa","last_name":"MacDonald","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lisa MacDonald","language":"English","canceldate":"2023-01-05","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01194","new_member_date_2":"2020-11-10","phone_2":"4036902145","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"289896","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01194","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-08-11","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"F","pf1_completion_date":"2022-06-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"l.macdonald@hotmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"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","latest_paid_thru":"2023-12-31"}},"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\n2026 May 08 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:38-04:00","temp_do_id_for_auto_old_do_id":"L25A01257","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-10-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"catherine.marculescu@lisi-group.com","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:38-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was not answered and went directly to voicemail without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ea4c3acaf37b69eddafc8f8aca6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ea4c3acaf37b69eddafc8f8aca6"}},"seriesid":"163"}
{"contact":{"id":"34866","email":"robyn.heyder1@arcelormittal.com","first_name":"Robyn","last_name":"Heyder","phone":"9055487200","orgname":"ArcelorMittal Dofasco G.P.","customer_acct_name":"ArcelorMittal Dofasco G.P.","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Robyn Heyder","members_type":"CORP","organization_id":"37574","coidnewmbrdate":"2025-01-23","city_1":"St. Catharines","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","extension_phone_1":"7646","area_code":"905","phone_2":"2892130468","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"340569","paid_thru":"2026-12-31","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":"LB2507000","temp_do_id_for_auto_old_do_id":"LB2507000","npi_email_temp":"robyn.heyder1@arcelormittal.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","corp_cancel_date":"2023-07-11","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35465","email":"brandylitao201@gmail.com","first_name":"Tao","last_name":"Li","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tao Li","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02728","new_member_date_2":"2022-08-03","cert_status":"PENDING","phone_2":"7783186259","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"315189","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C02728","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-28","pcl_status":"P","pcl_completion_date":"2022-10-24","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2022-12-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-21","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"brandylitao201@gmail.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"34331","email":"tammy.stroop@duboischemicals.com","first_name":"Tammy","last_name":"Stroop","phone":"5133268831","orgname":"DuBois Chemicals","customer_acct_name":"DuBois Chemicals","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"314432","full_name":"Tammy Stroop","do_id":"L25A01207","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"513","members_type":"AST","new_member_date_2":"2022-06-30","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"OH","intcode":"06","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail for Tammy Stroup\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail for Tammy Stroup\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A01207","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-09-11","last_act_type":"2022-09-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tammy.stroop@duboischemicals.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:06-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was made to Tammy but was forwarded 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","session_id":"call_be343279a623b22ecef38c4980f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_be343279a623b22ecef38c4980f","mini_nps":"3"}},"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","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","latest_paid_thru":"2021-02-28"}},"seriesid":"163"}
{"contact":{"id":"35391","email":"nicoletagradinaru3@gmail.com","first_name":"Nicoleta","last_name":"Gradinaru","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nicoleta Gradinaru","language":"English","canceldate":"2023-01-05","time_zone":"2","area_code":"226","members_type":"CAND","do_id":"L25C01718","new_member_date_2":"2026-04-26","phone_2":"2266374901","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304481","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"L25C01718","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-04-30","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2022-05-01","pf2_status":"P","pf2_completion_date":"2022-08-28","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"nicoletagradinaru3@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"35633","email":"leahli2010@yahoo.com","first_name":"Hongmei","last_name":"Li","phone":"","orgname":"","customer_acct_name":"","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Hongmei (Leah) Li","language":"English","canceldate":"2023-06-02","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"AST","do_id":"L25A01421","new_member_date_2":"2021-04-15","cert_status":"PENDING","phone_2":"6048211102","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"144652","intcode":"16","blocnote":"june 11 2025 no number provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:45-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A01421","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-03-04","pcl_status":"P","pcl_completion_date":"2020-10-11","pf1_status":"P","pf1_completion_date":"2020-11-22","pf2_status":"P","pf2_completion_date":"2021-01-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-09-03","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"leahli2010@yahoo.com","pcl_completion_date_5":"2025-10-11","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T15:26:46-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_37a6bb512f6e321f0512a02316e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_37a6bb512f6e321f0512a02316e"}},"seriesid":"163"}
{"contact":{"id":"36507","email":"jieying_kk@hotmail.com","first_name":"Jieying","last_name":"Kwok","phone":"8779592326","orgname":"Beanworks Solutions Inc","customer_acct_name":"Beanworks Solutions Inc","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jieying Kwok","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","extension_phone_1":"1183","time_zone":"2","area_code":"877","members_type":"CAND","do_id":"L25C01307","new_member_date_2":"2020-10-08","cert_status":"PENDING","phone_2":"6045008784","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"293501","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C01307","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-10","pcl_status":"P","pcl_completion_date":"2021-01-31","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":"2021-10-05","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"jieying_kk@hotmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"35022","email":"carmelaafaye@gmail.com","first_name":"Carmela","last_name":"Valta","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Carmela Valta","language":"English","canceldate":"2023-05-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02174","new_member_date_2":"2022-03-09","phone_2":"7789546832","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"310959","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":"L25C02174","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-14","pcl_status":"F","pcl_completion_date":"2022-05-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"carmelaafaye@gmail.com","pcl_completion_date_5":"2027-05-29","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"35078","email":"pvassil@bell.net","first_name":"Peter","last_name":"Vassil","phone":"9058869329","orgname":"Tour East Holidays","customer_acct_name":"Tour East Holidays","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Peter Vassil","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2015-03-16","phone_2":"9058869329","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"40531","intcode":"01","blocnote":"June 11 2025 vm\r\nSept 4 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call ended abruptly by user skeptical of AI bot.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:42-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A01376","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2023-02-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pvassil@bell.net","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent attempted to reach Peter from the National Payroll Institute but the user was skeptical about speaking to an AI bot and ended the call abruptly. No renewal or survey discussion took place.","aitm_callsummarytitle":"Call ended due to user skepticism about AI","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_b74c8a2774f836644cb6abaf089","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b74c8a2774f836644cb6abaf089","onesentencenotrenewed":"User was skeptical about speaking to an AI bot and hung up.","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01376","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35601","email":"krisheary@hotmail.com","first_name":"Kristine","last_name":"Heary","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kristine Heary","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01981","new_member_date_2":"2022-08-25","phone_2":"6476191730","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"308554","paid_thru":"2024-07-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C01981","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-05-09","pcl_status":"P","pcl_completion_date":"2022-12-18","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"F","pf2_completion_date":"2023-12-18","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"krisheary@hotmail.com","pcl_completion_date_5":"2027-12-18","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"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, TMAI","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":"24","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 Not in service\n2026-05-08 dial busy, phone:  +12893745812\n2026 May 08 contact answered, completed survey, not ready to renew now but open to consider, email sent - NPI# 34695","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:48-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A00545","temp_intcode_for_auto_old_int_code":"24","phone_2":"9058191171","old_int_code":"07","notrenewedother":"Phone cannot be recovered","last_infoline_date_type":"2024-08-13","last_act_type":"2024-10-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"eveth_johnson@yahoo.ca","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:21:44-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_579483b2f75a90943f6366a8cef","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_579483b2f75a90943f6366a8cef","sendapplicationform":"2026-05-08T12:03:00-04:00","npi_transcriptsummary":"The agent contacted Eveth to discuss her lapsed Associate membership with the National Payroll Institute. Eveth answered the survey questions and expressed that she is not ready to renew immediately but is open to considering it. The agent sent an email with the membership application form for her convenience.","aitm_callsummarytitle":"Membership Renewal Discussion with Eveth","notrenewedwanttorenew":"Yes","mini_nps":"5","onesentencenotrenewed":"Not ready to renew at this moment but will think about it.","initialvalue":"Stay Current","age_range":"61+","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes"}},"seriesid":"163"}
{"contact":{"id":"34468","email":"elleescolano@gmail.com","first_name":"Aizelle","last_name":"Escolano","phone":"2047750231","orgname":"Winnipeg School Division","customer_acct_name":"Winnipeg School Division","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"323147","full_name":"Aizelle (Elle) Escolano","do_id":"L25A00489","language":"English","canceldate":"2024-03-11","time_zone":"3","area_code":"204","extension_phone_1":"200","members_type":"AST","new_member_date_2":"2023-04-21","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"MB","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached Winnipeg School Division operator, asked for Aizelle Escolano\n2026 May 11 call reached automated system and operator, no renewal discussion.\n2026 May 13 call reached operator but ended abruptly before completion","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T12:06:40-04:00","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A00489","temp_intcode_for_auto_old_int_code":"15","phone_2":"2043915298","last_act_type":"2023-04-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"elleescolano@gmail.com","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-13T12:06:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The call was an outbound attempt to reach Aizelle Escolano at Winnipeg School Division. The automated system was navigated to reach the operator, and a brief conversation began, but the call ended abruptly without completing the intended purpose.","aitm_callsummarytitle":"Call reached operator but ended abruptly","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bd5938fa65a77a9ffa56c9a6ae9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bd5938fa65a77a9ffa56c9a6ae9","number_of_calls_reached":"3","mini_nps":"3","onesentencenotrenewed":"No renewal intent expressed; call did not reach a human for membership discussion.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Call did not reach the intended contact or discuss renewal.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"34551","email":"jennifer.d@rogers.com","first_name":"Jennifer","last_name":"Dolmage","phone":"7054171588","orgname":"Mason Miller Accounting & Taxation","customer_acct_name":"Mason Miller Accounting & Taxation","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"287889","full_name":"Jennifer Dolmage","do_id":"L25A01048","language":"English","canceldate":"2023-01-05","time_zone":"2","area_code":"705","members_type":"AST","new_member_date_2":"2021-10-26","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"june 9 2025 vm\r\nLN \/ 01 October 2025 She no longer works there\n2026 May 08 call reached voicemail of Kim Miller, no updated contact info for Jennifer Dolmage\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached Bronwyn at Mason Miller accounting, asked for Jennifer Dolmage, call ended early\n2026 May 13 voicemail reached, no human interaction\n2026 May 13 call ended after agent asked to hold, contact not reached\n2026 May 15 call initiated but no conversation with Jennifer Dolmage","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:06:42-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A01048","temp_intcode_for_auto_old_int_code":"15","phone_2":"7052410944","old_int_code":"03","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":"jennifer.d@rogers.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T11:06:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The agent called Bronwyn at Mason Miller Accounting and asked to speak with Jennifer Dolmage, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call initiated but no contact with Jennifer Dolmage","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_44da05e410011face9de704439d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_44da05e410011face9de704439d","mini_nps":"3","number_of_calls_reached":"3"}},"seriesid":"163"}
{"contact":{"id":"35516","email":"mandy.atwal@hotmail.com","first_name":"Mandeep","last_name":"Atwal","phone":"2509781596","orgname":"B.C. Ferry Services Inc.","customer_acct_name":"B.C. Ferry Services Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Mandeep Atwal","language":"English","canceldate":"2023-09-19","time_zone":"5","area_code":"250","members_type":"CORP","do_id":"","new_member_date_2":"2021-09-28","phone_2":"2505742776","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"298850","organization_id":"7055","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"L25C01486","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-19","company_paid_thru":"2027-04-30","pcl_status":"P","pcl_completion_date":"2022-02-06","pf1_status":"P","pf1_completion_date":"2022-06-05","number_of_passed_courses":"3","trc":"True","wera":"False","pf2_status":"P","npi_email_temp":"mandy.atwal@hotmail.com","pf2_completion_date":"2026-04-15","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01486","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35985","email":"nairgeeta11@gmail.com","first_name":"Geeta","last_name":"Nair","phone":"4165450404","orgname":"Anderson College of Health, Business and Technology","customer_acct_name":"Anderson College of Health, Business and Technology","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Geeta Karunakaran Nair","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C02018","new_member_date_2":"2022-05-19","phone_2":"6476177129","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308886","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02018","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-19","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-04-12","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"nairgeeta11@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"35512","email":"tanyaducharme@gmail.com","first_name":"Tanya","last_name":"Ducharme","phone":"7802642033","orgname":"Ocean Bleu Virtual Executive Assistant Ltd.","customer_acct_name":"Ocean Bleu Virtual Executive Assistant Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Tanya Ducharme","language":"English","canceldate":"2024-09-04","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C00722","pds_april":"1","phone_2":"7802642033","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"207146","pds_july":"1","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C00722","pds_august":"1","pds_september":"1","last_act_type":"2025-01-14","pcl_status":"F","pcl_completion_date":"2023-10-11","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:37:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","pds_november":"1","npi_email_temp":"tanyaducharme@gmail.com","pcl_completion_date_5":"2028-10-11","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"34361","email":"rmccardell@chartwell.com","first_name":"Ronda","last_name":"McCardell","phone":"9055014761","orgname":"Chartwell Reit","customer_acct_name":"Chartwell Reit","tags":"260522 Lapsed DEL","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":"2027-06-30","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":"LB2506993","old_int_code":"5","pds_september":"4","last_infoline_date_type":"2019-05-28","last_act_type":"2021-07-13","company_paid_thru":"2027-06-30","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","npi_email_temp":"rmccardell@chartwell.com","pcl_completion_date_5":"2017-12-14","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34208","email":"tlal@domtrak.com","first_name":"Terisa","last_name":"Lal","phone":"5196213344","orgname":"Conestoga College","customer_acct_name":"Conestoga College","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"266910","full_name":"Terisa Lal","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2018-09-07","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"01","blocnote":"june 5 2025 vm\r\nPX \/ 23 September 2025 survey completed\n2026 May 08 call reached Patty, scheduled callback for Terisa on May 11\n2026 May 11 contact declined renewal citing fee not worth benefits","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T09:31:44-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A00949","temp_intcode_for_auto_old_int_code":"01","phone_2":"5196213344","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","did_not_find_it_beneficial_specify_why":"membership expensive","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"didn't get a clear answer when calling","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"she didn't get clear answer","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"just took courses","mini_nps":"2","age_range":"46-60","selfpayrollproficiency":"Basic","old_int_code":"10","last_infoline_date_type":"2022-09-27","last_act_type":"2023-05-07","pcl_status":"P","pcl_completion_date":"2018-12-24","pf1_status":"F","pf1_completion_date":"2019-04-29","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"tlal@domtrak.com","pcl_completion_date_5":"2023-12-24","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-11T09:31:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_call_back_date_and_time":"2026-05-11T09:00:00-04:00","npi_call_back_time_hour":"09","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent contacted Terisa regarding her lapsed Associate membership with the National Payroll Institute and conducted a survey about her membership experience. Terisa expressed dissatisfaction with the membership and declined to renew, citing the fee not being worth the benefits. The call ended politely after the agent provided additional information and asked again about renewal.","aitm_callsummarytitle":"Membership Renewal Declined","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_b8895b6d471232a522bf3025c72","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b8895b6d471232a522bf3025c72","onesentencenotrenewed":"The fee wasn\u2019t worth the benefits.","initialvalue":"Help with Complex","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00949","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34221","email":"lavigueurlinda@hotmail.com","first_name":"Linda","last_name":"Lavigueur","phone":"4506921025","orgname":"Gestion Benoit Pitre Inc","customer_acct_name":"Gestion Benoit Pitre Inc","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"179136","full_name":"Linda Lavigueur","do_id":"L25A00681","language":"French","canceldate":"2024-07-03","time_zone":"2","area_code":"450","members_type":"AST","new_member_date_2":"2010-12-16","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","cpa_certification":"SCP","paid_thru":"2024-04-30","intcode":"15","blocnote":"21 aout 2025 bv\n2026 May 08 call ended due to inactivity, no clear communication with contact.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:00-04:00","temp_do_id_for_auto_old_do_id":"L25A00681","temp_intcode_for_auto_old_int_code":"15","phone_2":"4506928778","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-01-04","pf1_status":"P","pf1_completion_date":"2011-07-06","pf2_status":"P","pf2_completion_date":"2011-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-03-24","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"lavigueurlinda@hotmail.com","pcl_completion_date_5":"2016-01-04","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:00-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Linda but was unable to have a clear conversation as the user's speech was inaudible. The call ended due to inactivity without any meaningful interaction or task completion.","aitm_callsummarytitle":"Call ended due to inactivity with no clear communication","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear response due to inaudible speech and inactivity.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"6","astotherreasonsnottorenew":"No clear reason provided due to inaudible speech.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f7bbead712efde31f243af70486","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f7bbead712efde31f243af70486","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35711","email":"vickywqcai@gmail.com","first_name":"Wanqi","last_name":"Cai","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Wanqi Cai","language":"English","canceldate":"2023-07-11","time_zone":"4","area_code":"867","members_type":"CAND","do_id":"L25C02492","new_member_date_2":"2022-06-03","phone_2":"8674466577","province":"NT","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313561","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02492","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-03-25","pcl_status":"F","pcl_completion_date":"2022-08-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vickywqcai@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"35419","email":"kbp709@gmail.com","first_name":"Tina","last_name":"Schaber","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tina Schaber","language":"English","canceldate":"2025-02-04","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01474","new_member_date_2":"2021-12-13","phone_2":"4033918175","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"298580","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C01474","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-12-20","last_act_type":"2024-10-09","pcl_status":"P","pcl_completion_date":"2025-01-17","pf1_status":"P","pf1_completion_date":"2022-12-04","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"kbp709@gmail.com","pcl_completion_date_5":"2030-01-17","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"34958","email":"carolina.sobczyk@emisolutions.ca","first_name":"Carolina","last_name":"Sobczyk","phone":"","orgname":"EMI Solutions","customer_acct_name":"EMI Solutions","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Carolina Sobczyk","language":"English","canceldate":"2023-09-02","cpa_certification":"PCP","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"L25C01669","new_member_date_2":"2021-07-30","cert_status":"PENDING","phone_2":"6138630549","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"303473","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C01669","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-30","pcl_status":"P","pcl_completion_date":"2021-12-12","pf1_status":"P","pf1_completion_date":"2022-04-05","pf2_status":"P","pf2_completion_date":"2022-06-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-07-21","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"carolina.sobczyk@emisolutions.ca","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"34226","email":"junebennettpayroll@gmail.com","first_name":"Jeeyoon","last_name":"Bennett","phone":"7782235553","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"179578","full_name":"Jeeyoon Bennett","do_id":"L25A00682","language":"English","canceldate":"2021-08-04","time_zone":"5","area_code":"778","members_type":"AST","new_member_date_2":"2020-06-09","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","cpa_certification":"PCP","intcode":"06","blocnote":"04 June 2025 VM\r\nLN \/ 15 September 2025 No answer\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made.\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:47-04:00","paid_thru":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25A00682","temp_intcode_for_auto_old_int_code":"06","phone_2":"7782235553","last_act_type":"2020-09-06","pcl_status":"F","pcl_completion_date":"2014-07-15","pf1_status":"P","pf1_completion_date":"2011-03-17","pf2_status":"P","pf2_completion_date":"2011-04-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-07-07","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"junebennettpayroll@gmail.com","pcl_completion_date_5":"2019-07-15","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:31:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went to voicemail immediately upon dialing.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"5","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1df2ffef47b8fbfeafa7ca69b60","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1df2ffef47b8fbfeafa7ca69b60","mini_nps":"3","onesentencenotrenewed":"The contact was not available and the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not reached, voicemail left.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"35627","email":"mcseri62@gmail.com","first_name":"Laurence","last_name":"Seri","phone":"","orgname":"CISSSME","customer_acct_name":"CISSSME","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Laurence Seri","language":"French","canceldate":"2024-05-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01229","new_member_date_2":"2022-03-02","phone_2":"5145317906","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290896","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C01229","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-22","pcl_status":"P","pcl_completion_date":"2022-07-11","pf1_status":"F","pf1_completion_date":"2022-12-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"mcseri62@gmail.com","pcl_completion_date_5":"2027-07-11","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"35366","email":"paola.egidom@yahoo.com","first_name":"Paola","last_name":"Egido-Martin","phone":"5147094140","orgname":"Dominion Blueline Inc.","customer_acct_name":"Dominion Blueline Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Paola Egido-Martin","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C00708","new_member_date_2":"2021-03-08","phone_2":"4504864140","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"186204","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25C00708","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-08-03","pcl_status":"P","pcl_completion_date":"2011-10-19","pf1_status":"P","pf1_completion_date":"2013-02-25","pf2_status":"P","pf2_completion_date":"2021-06-14","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"paola.egidom@yahoo.com","pcl_completion_date_5":"2016-10-19","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"9283","email":"mikeschmidt1523@gmail.com","first_name":"Michael","last_name":"Schmidt","phone":"5873166340","orgname":"Elevated HR Solutions Inc.","customer_acct_name":"Elevated HR Solutions Inc.","tags":"CSV imported, NPIdealed, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"do_id":"L25C07394","province":"AB","full_name":"Michael Schmidt","language":"English","origin":"2023 lapsed Members","lapsed_expiration_date":"2022-03-02","individual_id":"296289","area_code":"587","region":"CDN","lead_status":"Lapsed Member","old_do_id":"LB2500127","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":"2021-01-05","temp_do_id_for_auto_old_do_id":"L25C07394","phone_2":"2042189443","last_act_type":"2021-01-20","number_of_passed_courses":"0","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T17:12:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"mikeschmidt1523@gmail.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31"}},"seriesid":"163"}
{"contact":{"id":"34403","email":"payroll_mtl@cinesite.com","first_name":"Olivia","last_name":"Medeiros","phone":"5146003971","orgname":"Cinesite Inc.","customer_acct_name":"Cinesite Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"283303","full_name":"Olivia Medeiros","do_id":"L25A01004","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2019-11-26","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"16","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 No one by that name\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached wrong number, no contact info for Olivia","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T09:36:41-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01004","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","last_infoline_date_type":"2024-07-05","last_act_type":"2024-07-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"payroll_mtl@cinesite.com","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-11T09:36:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent attempted to reach Olivia but spoke with someone who said this was not the correct number for her and did not have her email. The agent asked if they had Olivia's new contact information but the call ended shortly after without further information.","aitm_callsummarytitle":"Wrong Number, No Contact Info for Olivia","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f7a73ad7cebfae2115449f9f537","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f7a73ad7cebfae2115449f9f537","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35649","email":"maryron.tolentino01217@outlook.com","first_name":"Mary","last_name":"Tolentino","phone":"","orgname":"EAST WEST COLLEGE","customer_acct_name":"EAST WEST COLLEGE","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mary Grace Tolentino","language":"English","canceldate":"2023-08-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02486","new_member_date_2":"2022-06-01","phone_2":"4037932572","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313504","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C02486","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-06","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-11-09","pf2_status":"P","pf2_completion_date":"2023-02-06","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"maryron.tolentino01217@outlook.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"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":"2025-02-10","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","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34991","email":"calebegland@gmail.com","first_name":"Caleb","last_name":"Egland","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Caleb Egland","language":"English","canceldate":"2024-02-03","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01922","new_member_date_2":"2021-12-23","cert_status":"PENDING","phone_2":"7807175544","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308144","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25C01922","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-17","pcl_status":"P","pcl_completion_date":"2022-05-01","pf1_status":"P","pf1_completion_date":"2022-08-08","pf2_status":"P","pf2_completion_date":"2023-01-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-07-08","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"calebegland@gmail.com","pcl_completion_date_5":"2027-05-01","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"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":"260522 Lapsed DEL","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":"","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","latest_paid_thru":"2026-08-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01422","company_status":"A"}},"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":"2025-02-10","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","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34451","email":"cfolgado@actionsportphysio.com","first_name":"Carmina","last_name":"Folgado","phone":"5146245000","orgname":"Action Sport Medecine International","customer_acct_name":"Action Sport Medecine International","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"315007","full_name":"Carmina Folgado","do_id":"L25A00485","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"514","extension_phone_1":"225","members_type":"AST","new_member_date_2":"2022-08-08","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call ended due to inactivity, no clear contact with Carmina","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:31-04:00","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A00485","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2022-07-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cfolgado@actionsportphysio.com","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:31-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Carmina but was unable to establish a clear conversation as the contact did not respond clearly. The call ended due to inactivity without completing the intended survey or renewal discussion.","aitm_callsummarytitle":"No response from contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_31b0b076894254920e93934e3b1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_31b0b076894254920e93934e3b1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34487","email":"isabellelabrie1627@gmail.com","first_name":"Isabelle","last_name":"Labrie","phone":"5142652067","orgname":"3GR Inc.","customer_acct_name":"3GR Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"319607","full_name":"Isabelle Labrie, CRHA","do_id":"L25A01244","language":"French","canceldate":"2024-02-03","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2022-12-09","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2023-11-30","intcode":"15","blocnote":"LN.15 sept 2025 sans  r\u00e9ponse\n2026 May 08 call attempted multiple times but user responses were inaudible, no renewal or survey completed.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:31-04:00","temp_do_id_for_auto_old_do_id":"L25A01244","temp_intcode_for_auto_old_int_code":"15","phone_2":"5142652067","last_infoline_date_type":"2022-12-20","last_act_type":"2022-12-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"isabellelabrie1627@gmail.com","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:31-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent repeatedly attempted to speak with Isabelle but was unable to have a clear conversation due to inaudible responses from the user. The call ended without any meaningful interaction or completion of the intended survey or renewal discussion.","aitm_callsummarytitle":"Unsuccessful call due to inaudible user responses","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear communication or renewal intent expressed.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"6","astotherreasonsnottorenew":"No clear reason given due to inaudible speech.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_adfaa6c836f5de8ee584c40d0a6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_adfaa6c836f5de8ee584c40d0a6"}},"seriesid":"163"}
{"contact":{"id":"33988","email":"dgies@dtr.ca","first_name":"Dianna","last_name":"Gies","phone":"2502424242","orgname":"District of Tumbler Ridge","customer_acct_name":"District of Tumbler Ridge","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"252413","full_name":"Dianna Gies","do_id":"L25A00884","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2017-05-01","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"21","blocnote":"June 3 2025 she is no longer there","dhmsfin_telemarketing_last_contacted_date":"2025-06-03T21:11:00-04:00","old_int_code":"12","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A00884","temp_intcode_for_auto_old_int_code":"21","phone_2":"2502571294","last_infoline_date_type":"2024-01-02","last_conf_date_type":"2021-06-09","last_act_type":"2024-01-02","pcl_status":"P","pcl_completion_date":"2017-09-03","pf1_status":"P","pf1_completion_date":"2018-12-24","pf2_status":"P","pf2_completion_date":"2019-12-16","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"dgies@dtr.ca","pcl_completion_date_5":"2022-09-03","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"35776","email":"simar.jaswal@yahoo.com","first_name":"Simarjit","last_name":"Jaswal","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Simarjit Jaswal","language":"English","canceldate":"2023-02-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C00998","new_member_date_2":"2021-12-06","phone_2":"4034017673","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"280614","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C00998","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-06-12","pcl_status":"P","pcl_completion_date":"2020-01-05","pf1_status":"F","pf1_completion_date":"2022-11-09","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"simar.jaswal@yahoo.com","pcl_completion_date_5":"2025-01-05","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"35643","email":"malasawh1@hotmail.com","first_name":"Mala","last_name":"Sawh","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mala Sawh","language":"English","canceldate":"2023-11-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01748","new_member_date_2":"2021-09-15","phone_2":"9053915210","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"305135","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25C01748","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-10","pcl_status":"P","pcl_completion_date":"2022-01-02","pf1_status":"P","pf1_completion_date":"2022-01-30","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"malasawh1@hotmail.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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, 260522 Lapsed DEL","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":"2026-05-28","old_do_id":"L25O02242","old_int_code":"6","pds_september":"3","last_infoline_date_type":"2018-09-03","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","latest_paid_thru":"2026-06-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35222","email":"dlyons0088@gmail.com","first_name":"Devin","last_name":"Lyons","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Devin Lyons","language":"English","canceldate":"2024-05-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02192","new_member_date_2":"2022-03-21","phone_2":"7785942822","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311181","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C02192","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-08-22","last_act_type":"2023-04-02","pcl_status":"F","pcl_completion_date":"2022-10-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dlyons0088@gmail.com","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"34154","email":"johanne.goulet@alcoa.com","first_name":"Johanne","last_name":"Goulet","phone":"4182865460","orgname":"Alcoa","customer_acct_name":"Alcoa","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"165726","full_name":"Johanne Goulet","do_id":"L25A00665","language":"French","canceldate":"2023-04-04","time_zone":"2","area_code":"418","members_type":"AST","new_member_date_2":"2013-04-23","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"4","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"4","paid_thru":"2023-01-31","intcode":"15","blocnote":"21 aout 2025 bv\n2026 May 08 call disconnected early, no clear conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:50-04:00","temp_do_id_for_auto_old_do_id":"L25A00665","temp_intcode_for_auto_old_int_code":"15","pds_august":"4","pds_september":"4","last_infoline_date_type":"2023-01-24","last_act_type":"2023-01-24","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"johanne.goulet@alcoa.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Johanne but was unable to establish a clear conversation as the call ended shortly after initial greetings and attempts to confirm the contact's identity.","aitm_callsummarytitle":"Unsuccessful call - no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_debbbc9e7ed332a17a13324b4c8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_debbbc9e7ed332a17a13324b4c8","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34399","email":"cstrang@kwbllp.com","first_name":"Christy","last_name":"Strang","phone":"7804666204","orgname":"KWB","customer_acct_name":"KWB","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"283265","full_name":"Christy Strang","do_id":"L25A01003","language":"English","canceldate":"2021-02-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2019-11-25","lead_status":"Refused","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"21","blocnote":"05 June 2025 Not working there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T17:21:00-04:00","old_int_code":"12","pds_july":"3","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A01003","temp_intcode_for_auto_old_int_code":"21","pds_august":"3","phone_2":"7802934791","pds_september":"3","last_infoline_date_type":"2020-02-01","last_act_type":"2020-02-01","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"cstrang@kwbllp.com","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30"}},"seriesid":"163"}
{"contact":{"id":"35364","email":"ktmario7@gmail.com","first_name":"Kay","last_name":"Fillier","phone":"","orgname":"WorkplaceNL","customer_acct_name":"WorkplaceNL","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Kay Fillier","language":"English","canceldate":"2024-08-02","cpa_certification":"CPM","time_zone":"1","area_code":"709","members_type":"AST","do_id":"L25A01399","new_member_date_2":"2023-06-19","pds_april":"9","cert_status":"WITHDRAWN_CPE","phone_2":"7097781297","province":"NL","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"92089","intcode":"15","blocnote":"June 12 2025 The receptionist said she was not familiar with the name Kay Fillier\n2026 Feb 26 call disconnected immediately with no conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-02-26T14:53:35-05:00","pds_july":"9","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01399","temp_intcode_for_auto_old_int_code":"15","pds_august":"9","pds_september":"9","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"ktmario7@gmail.com","aitm_status_called":"2026-02-26T15:03:38-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was disconnected immediately after initiation with no conversation taking place.","aitm_callsummarytitle":"Call disconnected immediately","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"10","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","number_of_calls_reached":"1","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"35257","email":"cclam0411@gmail.com","first_name":"Rebecca","last_name":"Yu","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rebecca Yu","language":"English","canceldate":"2023-09-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02704","new_member_date_2":"2022-07-27","phone_2":"7789036822","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314968","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02704","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-31","pcl_status":"F","pcl_completion_date":"2022-11-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cclam0411@gmail.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"34981","email":"bgisel88@gmail.com","first_name":"Bethany","last_name":"Facette-Gisel","phone":"2899691583","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Bethany Facette-Gisel","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"289","members_type":"CAND","new_member_date_2":"2022-01-12","phone_2":"2899691583","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"308084","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"LB2504500","last_act_type":"2022-12-01","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","intcode":"21","blocnote":"LNC Nov 13 2025 Survey completed A third party does the main payroll at company.","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T13:58:00-05:00","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":"There is third party for the payroll. 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":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"I am not the main person in payroll.","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01921","trc":"True","wera":"False","do_id":"LB2504500","npi_email_temp":"bgisel88@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"35139","email":"lori.maltais@outlook.com","first_name":"Lori","last_name":"Maltais","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lori Maltais","language":"English","canceldate":"2023-12-02","time_zone":"5","area_code":"250","members_type":"CAND","new_member_date_2":"2022-09-26","phone_2":"2503204005","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314903","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"LB2506162","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":"L25C02690","last_act_type":"2022-09-26","pcl_status":"P","pcl_completion_date":"2023-01-19","pf1_status":"P","pf1_completion_date":"2023-04-30","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2506162","npi_email_temp":"lori.maltais@outlook.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"35917","email":"lizett27@hotmail.com","first_name":"Lizett","last_name":"Castillo","phone":"","orgname":"NSERC","customer_acct_name":"NSERC","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Lizett Castillo","language":"French","canceldate":"2023-10-03","time_zone":"2","area_code":"819","members_type":"AST","do_id":"L25A01445","new_member_date_2":"2012-08-14","phone_2":"8193070521","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"202654","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A01445","last_infoline_date_type":"2019-10-06","last_act_type":"2022-07-31","pcl_status":"P","pcl_completion_date":"2013-01-14","pf1_status":"F","pf1_completion_date":"2018-06-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-01-28","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"lizett27@hotmail.com","pcl_completion_date_5":"2018-01-14","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:09-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:10-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1"}},"seriesid":"163"}
{"contact":{"id":"30595","email":"keellyhummble@hotmail.com","first_name":"Kelly","last_name":"Humble","phone":"5197705245","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":"333486","full_name":"Kelly Humble","members_type":"CAND","do_id":"L25C00413","city_1":"Brantford","province":"ON","language":"English","phone_2":"5197705245","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2024-01-19","time_zone":"2","canceldate":"2025-03-04","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C00413","last_act_type":"2024-02-26","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T09:48:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"keellyhummble@hotmail.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"34746","email":"monalisa.hesam@gmail.com","first_name":"Monalisa","last_name":"Dawari","phone":"4167255529","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"234345","full_name":"Monalisa Dawari","do_id":"L25A00813","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2022-01-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 Couldn't talk - at work - call afternoon\n2026 May 08 call reached voicemail, no human answer\n2026 May 08 call started, agent introduced herself but call disconnected early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:32-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A00813","temp_intcode_for_auto_old_int_code":"15","phone_2":"4167255529","last_act_type":"2022-01-20","pcl_status":"P","pcl_completion_date":"2015-09-08","pf1_status":"P","pf1_completion_date":"2022-03-08","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"monalisa.hesam@gmail.com","pcl_completion_date_5":"2020-09-08","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Monalisa and introduced herself, but the call was disconnected shortly after without further conversation or completion of the survey or renewal process.","aitm_callsummarytitle":"Call disconnected early after introduction","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5c78e0eb0921176d22b3d4a3629","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5c78e0eb0921176d22b3d4a3629","old_int_code":"6","number_of_calls_reached":"1"}},"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, TMAI","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":"16","blocnote":"jjune 5 2025 vm\r\nLN Sept 22 2025 vm\n2026 May 08 call disconnected due to invalid phone number.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:47-04:00","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A01169","temp_intcode_for_auto_old_int_code":"16","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","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach the contact, but the number was invalid and the call did not connect to a human.","aitm_callsummarytitle":"Call failed due to invalid number","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Invalid phone number, call could not be completed.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"08","astotherreasonsnottorenew":"Invalid phone number, unable to reach contact.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d60e8564e9ccae9f1652e898cb4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d60e8564e9ccae9f1652e898cb4","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34184","email":"local30@shawbiz.ca","first_name":"Sudashnie","last_name":"McGuinness","phone":"6046828998","orgname":"Cupe Local 30","customer_acct_name":"Cupe Local 30","tags":"250612 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"265963","full_name":"Sudashnie McGuinness","do_id":"L25A00942","language":"English","canceldate":"2021-10-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2018-08-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"0","blocnote":"04 June 2025 She no longer works there\n2026 May 08 call initiated but no contact reached.\n2026 May 11 contact informed Sudashnie no longer works here, no new contact info provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:48-04:00","old_int_code":"08","date_of_renewal_identification":"2025-06-09","pipeline_2_members_only_ast":"","notrenewedother":"Phone cannot be recovered","pds_july":"1","paid_thru":"2021-07-31","temp_do_id_for_auto_old_do_id":"L25A00942","temp_intcode_for_auto_old_int_code":"08","pds_august":"1","phone_2":"2503740084","pds_september":"1","last_act_type":"2020-06-23","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"local30@shawbiz.ca","formatted_paid_thru":"31\/07\/2021","latest_paid_thru":"2021-07-31","called_by":"Tri","aitm_status_called":"2026-05-11T13:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called to speak with Sudashnie but was informed that she no longer works at the number dialed and no new contact information was available. The call ended shortly after with no further action taken.","aitm_callsummarytitle":"Contact no longer at number, no new info","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No interaction to determine renewal interest.","initialvalue":"Other","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d700758b1079d53d025a5d105a5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d700758b1079d53d025a5d105a5","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"35217","email":"janice_shao@hotmail.com","first_name":"Zhenling","last_name":"Shao","phone":"9054704600","orgname":"Gary Jonas Computing Ltd.","customer_acct_name":"Gary Jonas Computing Ltd.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Zhenling Shao, PCP","language":"English","canceldate":"2023-06-30","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","do_id":"","new_member_date_2":"2021-08-25","cert_status":"ACTIVE","phone_2":"6479369609","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304206","organization_id":"20863","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C01698","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-12-01","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2021-11-28","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2022-03-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-01-20","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"janice_shao@hotmail.com","pcl_completion_date_5":"2026-11-28","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01698","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35125","email":"mga_gracia@yahoo.com","first_name":"Mary","last_name":"Malone","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mary Grace Malone","language":"English","canceldate":"2023-02-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01935","new_member_date_2":"2021-12-17","phone_2":"7808292795","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308251","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01935","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-17","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":"mga_gracia@yahoo.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"35369","email":"lott.manfred@gmail.com","first_name":"Manfred","last_name":"Wright","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Manfred Wright","language":"English","canceldate":"2023-09-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02717","new_member_date_2":"2022-07-29","phone_2":"4039696118","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315091","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02717","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-28","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-04-30","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"lott.manfred@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"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","last_act_type":"2025-10-01","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","latest_paid_thru":"2026-01-31","corp_cancel_date":"2026-04-21","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"35303","email":"karla.graffis@gmail.com","first_name":"Karla","last_name":"Graff","phone":"","orgname":"Chasse Holdings Ltd.","customer_acct_name":"Chasse Holdings Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Karla Graff","language":"English","canceldate":"2023-03-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C00952","new_member_date_2":"2022-02-04","phone_2":"2504173443","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"278123","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C00952","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-02","pcl_status":"P","pcl_completion_date":"2019-11-05","pf1_status":"P","pf1_completion_date":"2022-05-29","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"karla.graffis@gmail.com","pcl_completion_date_5":"2024-11-05","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"34999","email":"cturner19@cogeco.ca","first_name":"Cheryl","last_name":"Turner","phone":"9056461711","orgname":"Henry Schein Canada Inc","customer_acct_name":"Henry Schein Canada Inc","tags":"npiAlert4, npiAlert13, TMAI","ip4":"10.13.145.197","fields":{"full_name":"Cheryl Turner","language":"English","canceldate":"2025-01-07","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2021-11-16","pds_april":"5","cert_status":"WITHDRAWN_CPE","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"17814","intcode":"0","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","pds_july":"5","blocnote":"Sept 4 2025 vm\n2026-05-08 Dial no answer, phone: +19053204373\n2026-05-08 Dial no answer, phone: +19053204373\n2026-05-11 Dial no answer, phone: +19053204373\n2026-05-11 Dial no answer, phone: +19053204373\n2026-05-13 Dial no answer, phone: +19053204373\n2026-05-13 Dial no answer, phone: +19053204373\n2026-05-15 dial busy, phone:  +19053204373\n2026-05-15 invalid phone destination, phone: +19053204373","temp_do_id_for_auto_old_do_id":"L25A03033","temp_intcode_for_auto_old_int_code":"08","pds_august":"5","pds_september":"5","last_infoline_date_type":"2024-01-15","last_act_type":"2026-01-05","number_of_passed_courses":"0","pds_october":"5","pipeline_2_members_only_ast":"","old_do_id":"LB2504833","trc":"False","wera":"False","pds_november":"5","do_id":"L25A03033","npi_email_temp":"cturner19@cogeco.ca","date_of_renewal_identification":"","ai_entered_date":"2026-01-26","telemarketing_call_date":"2025-09-04","old_int_code":"08","ln_entered_date":"2026-04-24","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_096b6a2a5b34a6f2ff40253900a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_096b6a2a5b34a6f2ff40253900a","company_paid_thru":"2027-04-30"}},"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","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":"2025-03-12","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","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","latest_paid_thru":"2026-11-30","company_paid_thru":"2025-08-31","corp_cancel_date":"2025-11-04"}},"seriesid":"163"}
{"contact":{"id":"35707","email":"enisbartholomew@gmail.com","first_name":"Enis","last_name":"Bartholomew","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Enis Bartholomew","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01991","new_member_date_2":"2022-01-20","phone_2":"6472192685","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308604","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01991","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"enisbartholomew@gmail.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"36214","email":"jaylyn_nb143@yahoo.com","first_name":"Jaylyn","last_name":"Balangui","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jaylyn Balangui","language":"English","canceldate":"2023-04-04","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02040","new_member_date_2":"2022-02-02","phone_2":"4033832591","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"309249","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C02040","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-02","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","npi_email_temp":"jaylyn_nb143@yahoo.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"34419","email":"flammes-bc@hotmail.com","first_name":"Lucie","last_name":"Bilodeau","phone":"4186574105","orgname":"Universit\u00e9 du Qu\u00e9bec","customer_acct_name":"Universit\u00e9 du Qu\u00e9bec","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"210978","full_name":"Lucie Bilodeau","language":"French","time_zone":"2","area_code":"418","members_type":"CORP","lead_status":"Not Relevant","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"","province":"QC","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"2","intcode":"99","blocnote":"2 sept 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-09-02T14:27:00-04:00","temp_do_id_for_auto_old_do_id":"LB2505183","temp_intcode_for_auto_old_int_code":"99","phone_2":"4188716068","canceldate":"2024-11-08","new_member_date_2":"2023-12-06","paid_thru":"2027-02-28","organization_id":"286249","pds_august":"2","old_do_id":"LB2505183","old_int_code":"6","pds_september":"2","last_infoline_date_type":"2025-03-04","last_act_type":"2025-03-04","company_paid_thru":"2027-02-28","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"flammes-bc@hotmail.com","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","do_id":"","company_status":"A"}},"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":"2022-01-02","last_conf_date_type":"2025-06-04","last_act_type":"2025-08-12","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","latest_paid_thru":"2026-05-31"}},"seriesid":"163"}
{"contact":{"id":"35377","email":"shardelle.lynn.sherwin@gmail.com","first_name":"Shardelle","last_name":"Sherwin","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Shardelle Sherwin","language":"English","canceldate":"2023-05-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01469","new_member_date_2":"2021-02-26","phone_2":"7802355275","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"298396","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C01469","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-18","pcl_status":"P","pcl_completion_date":"2021-07-05","pf1_status":"P","pf1_completion_date":"2021-10-31","pf2_status":"P","pf2_completion_date":"2022-03-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"shardelle.lynn.sherwin@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"33937","email":"codysmith1987@hotmail.com","first_name":"Cody","last_name":"Smith","phone":"2045602051","orgname":"Tim Hortons - JFG","customer_acct_name":"Tim Hortons - JFG","tags":"npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"121697","full_name":"Cody Smith","do_id":"L25A00614","language":"English","canceldate":"2022-07-05","time_zone":"3","area_code":"204","members_type":"AST","new_member_date_2":"2021-05-14","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"MB","cpa_certification":"PCP","intcode":"15","blocnote":"Sept 5 2025 completed ( he is willing to renew just make sure to send renewal doc\r\n23 October 2025 On another line\r\nLN \/ 12 November 2024 Sent him the e-amil again for renewal\r\nLN \/ 15 December 2025 He will renew before the end of the year\n2026 May 08 voicemail reached, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 reached voicemail, message left\n2026 May 11 call disconnected shortly after greeting, no conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:47-04:00","paid_thru":"2022-04-30","sendapplicationform":"2025-11-12T14:48:00-05:00","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","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":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","temp_do_id_for_auto_old_do_id":"L25A00614","temp_intcode_for_auto_old_int_code":"15","phone_2":"4313376387","last_act_type":"2021-05-14","old_int_code":"06","pcl_status":"P","pcl_completion_date":"2008-01-11","pf1_status":"P","pf1_completion_date":"2007-10-31","pf2_status":"P","pf2_completion_date":"2008-01-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-01-03","number_of_passed_courses":"4","trc":"False","wera":"False","last_engaged_date":"2025-12-16","npi_email_temp":"codysmith1987@hotmail.com","pcl_completion_date_5":"2013-01-11","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","called_by":"Tri","aitm_status_called":"2026-05-11T11:31:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The call was very brief, with the agent attempting to speak with Cody but receiving only a short response before the user hung up.","aitm_callsummarytitle":"Brief call, no conversation","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1f876464f643f366d1f1bb2840d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1f876464f643f366d1f1bb2840d","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34251","email":"a.harvey@sccoop.ca","first_name":"Ashley","last_name":"Harvey","phone":"4035805175","orgname":"South Country Co-op Ltd.","customer_acct_name":"South Country Co-op Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"272889","full_name":"Ashley Harvey","do_id":"L25A00961","language":"English","canceldate":"2021-04-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2019-02-14","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"06","blocnote":"04 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail for Julie\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail.\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:45-04:00","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A00961","temp_intcode_for_auto_old_int_code":"6","phone_2":"4039282013","last_act_type":"2019-03-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"a.harvey@sccoop.ca","formatted_paid_thru":"31\/01\/2021","latest_paid_thru":"2021-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:31:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly 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","session_id":"call_927bbd6e910f5c7eeb6a84c5887","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_927bbd6e910f5c7eeb6a84c5887","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"36506","email":"slunn28@gmail.com","first_name":"Stephen","last_name":"Lunn","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Stephen Lunn","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"L25C02569","new_member_date_2":"2022-06-21","phone_2":"6134988048","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314224","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":"L25C02569","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"slunn28@gmail.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"34592","email":"mwood456@gmail.com","first_name":"Mary-Ann","last_name":"Wood","phone":"7802013313","orgname":"Simply Right Accounting","customer_acct_name":"Simply Right Accounting","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"289863","full_name":"Mary-Ann Wood","do_id":"L25A01060","language":"English","canceldate":"2022-08-03","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2020-06-24","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"15","blocnote":"june 9 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 call started, agent identified, user asked if agent was human, call ended shortly after.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:45-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25A01060","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2021-06-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mwood456@gmail.com","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Mary-Ann and identified themselves as a live agent from the National Payroll Institute. The user responded but did not proceed with the conversation further. The call ended shortly after the initial exchange.","aitm_callsummarytitle":"Initial Contact with User, No Further Conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_01154fc52ddf290052e2eeb1ce2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_01154fc52ddf290052e2eeb1ce2","number_of_calls_reached":"1"}},"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","new_member_date_2":"2023-05-17","cert_status":"PENDING","phone_2":"2899392161","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","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":"21","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:26:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"True","npi_email_temp":"famebrandt@gmail.com","pcl_completion_date_5":"2028-08-26","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01975"}},"seriesid":"163"}
{"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"323969","full_name":"Arulnithy Selvendran","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2023-04-17","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","intcode":"01","blocnote":"june 10 2025 vm\r\nLN \/ 01 October 2025 she was not at the office couldn't talk - call back later\n2026 May 08 call reached voicemail, no message left\n2026 May 08 contact declined to renew due to no use or experience with membership","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:16-04:00","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A01274","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:45-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Arulnithy to discuss the lapsed Associate membership and asked about the membership experience. Arulnithy declined to engage, stating no use or experience with the membership, and ended the call shortly after.","aitm_callsummarytitle":"Membership Decline Due to No Use","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_0a07025442c677b21e3dfd70758","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0a07025442c677b21e3dfd70758","mini_nps":"1","onesentencenotrenewed":"No use or experience with the membership.","initialvalue":"Other","othermemberbenefit":"No use or experience with the membership","old_int_code":"6","astotherreasonsnottorenew":"No use or experience with the membership.","age_range":"Preferred not to say","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01274"}},"seriesid":"163"}
{"contact":{"id":"35866","email":"elisacomeau@hotmail.com","first_name":"Elisa","last_name":"Comeau","phone":"7804813399","orgname":"GeoVerra","customer_acct_name":"GeoVerra","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Elisa Comeau, PCP","language":"English","time_zone":"4","area_code":"780","members_type":"PRO","do_id":"L25C01250","new_member_date_2":"2020-08-12","phone_2":"7802319290","province":"NB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"291338","pds_july":"1","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"L25C01250","temp_intcode_for_auto_old_int_code":"21","cert_status":"ACTIVE","cpa_certification":"PCP","last_infoline_date_type":"2022-11-01","last_act_type":"2025-11-28","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2022-06-20","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":"elisacomeau@hotmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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":"2022-07-09","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","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"34947","email":"lcasse@rogers.com","first_name":"Lawrence","last_name":"Casse","phone":"7800000000","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Lawrence Casse","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"416","members_type":"AST","do_id":"L25A01616","new_member_date_2":"2023-12-11","phone_2":"4169927227","province":"ON","zerobounce_reason":"catch-all","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"332255","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25A01616","temp_intcode_for_auto_old_int_code":"06","old_int_code":"16","last_act_type":"2023-11-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lcasse@rogers.com","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:26:40-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","blocnote":"2026 May 08 call reached voicemail, message left\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_68a2f6ad7f2d41879260f520aed","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_68a2f6ad7f2d41879260f520aed"}},"seriesid":"163"}
{"contact":{"id":"34586","email":"gustavo.medrano@expleogroup.com","first_name":"Gustavo","last_name":"Medrano","phone":"4382664525","orgname":"Expleo Canada Inc.","customer_acct_name":"Expleo Canada Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"323350","full_name":"Gustavo Medrano","do_id":"L25A01267","language":"French","canceldate":"2024-05-02","time_zone":"2","area_code":"438","members_type":"AST","new_member_date_2":"2023-03-31","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-02-28","intcode":"15","blocnote":"LN.15 sept 2025 bv\n2026-05-08 invalid phone destination, phone: +14382664525\n2026 May 08 contact answered but call ended due to inactivity before survey questions were asked","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","temp_do_id_for_auto_old_do_id":"L25A01267","temp_intcode_for_auto_old_int_code":"15","phone_2":"5148095147","last_act_type":"2026-11-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gustavo.medrano@expleogroup.com","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:46:43-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","session_id":"call_5edc1bbe96910d9953a71556e15","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5edc1bbe96910d9953a71556e15","npi_transcriptsummary":"The agent reached Gustavo Medrano and introduced herself, explaining the purpose of the call regarding his lapsed Associate membership with the National Payroll Institute. The agent asked if Gustavo would be willing to answer a few quick questions about his membership experience, but the call ended due to inactivity before any further conversation or questions were completed.","aitm_callsummarytitle":"Call reached Gustavo but ended early","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes"}},"seriesid":"163"}
{"contact":{"id":"35084","email":"ghada.adem@hotmail.com","first_name":"Ghada","last_name":"Eid","phone":"","orgname":"Processor IT Services Inc.","customer_acct_name":"Processor IT Services Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ghada Eid","language":"French","canceldate":"2024-05-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01434","new_member_date_2":"2021-03-09","phone_2":"5143038623","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"297028","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C01434","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-03","pcl_status":"P","pcl_completion_date":"2021-06-28","pf1_status":"P","pf1_completion_date":"2021-12-23","pf2_status":"P","pf2_completion_date":"2022-06-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ghada.adem@hotmail.com","pcl_completion_date_5":"2026-06-28","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"35308","email":"brinorth01@gmail.com","first_name":"Briana","last_name":"North","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Briana North","language":"English","canceldate":"2023-05-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02200","new_member_date_2":"2022-03-21","phone_2":"6043757350","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311286","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02200","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-08-25","last_act_type":"2022-08-25","pcl_status":"F","pcl_completion_date":"2022-07-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"brinorth01@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"35418","email":"roma.patel74@gmail.com","first_name":"Romaben","last_name":"Patel","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Romaben Patel","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C02210","new_member_date_2":"2022-09-09","phone_2":"5875906349","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"311368","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":"L25C02210","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-10-18","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2024-01-03","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"roma.patel74@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"35611","email":"tookool1109@gmail.com","first_name":"Anderson","last_name":"Browne","phone":"2508829701","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Anderson Browne","language":"English","canceldate":"2024-10-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C00982","new_member_date_2":"2019-08-26","phone_2":"2508829701","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"279466","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C00982","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-03-08","pcl_status":"P","pcl_completion_date":"2019-12-16","pf1_status":"P","pf1_completion_date":"2020-05-03","pf2_status":"P","pf2_completion_date":"2022-05-29","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"tookool1109@gmail.com","pcl_completion_date_5":"2024-12-16","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"36479","email":"fkennedy.sm@gmail.com","first_name":"Fiona","last_name":"Kennedy","phone":"4038911834","orgname":"4 Elements Integrated Design Ltd.","customer_acct_name":"4 Elements Integrated Design Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Fiona Kennedy","language":"English","canceldate":"2023-10-03","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02846","new_member_date_2":"2022-08-26","phone_2":"4038911834","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315997","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":"L25C02846","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fkennedy.sm@gmail.com","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34492","email":"cmcculligh@billingstwp.ca","first_name":"Cheryl","last_name":"McCulligh","phone":"7052822611","orgname":"Township of Billings","customer_acct_name":"Township of Billings","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"319616","full_name":"Cheryl Lynne McCulligh","do_id":"L25A01245","language":"English","canceldate":"2024-02-03","time_zone":"2","area_code":"705","members_type":"AST","new_member_date_2":"2022-12-09","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 she no longer works there\n2026 May 08 reached voicemail, no human interaction\n2026 May 11 reached voicemail, no human interaction\n2026 May 13 call reached voicemail at Township of Billing\n2026 May 15 call went to voicemail, no human reached\n2026 May 19 call reached voicemail, no human interaction\n2026 May 21 reached voicemail, no human interaction\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:07-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A01245","temp_intcode_for_auto_old_int_code":"06","old_int_code":"16","last_act_type":"2022-09-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cmcculligh@billingstwp.ca","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:07-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was made to the Township of Billings 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","session_id":"call_b6a3c54b34d88fcf3ed3aed00e5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b6a3c54b34d88fcf3ed3aed00e5","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"35703","email":"farkhandasohail@yahoo.com","first_name":"Farkhanda","last_name":"Sohail","phone":"5199548868","orgname":"In8 Developments Inc.","customer_acct_name":"In8 Developments Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Farkhanda Sohail","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C00991","new_member_date_2":"2019-09-03","cert_status":"PENDING","phone_2":"2266068784","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"279891","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C00991","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-12-08","pcl_status":"P","pcl_completion_date":"2019-10-21","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":"2023-06-14","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"farkhandasohail@yahoo.com","pcl_completion_date_5":"2024-10-21","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"35497","email":"nimax_cardoz@hotmail.com","first_name":"Nirmala","last_name":"Lobo","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Nirmala Lobo","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"AST","do_id":"L25A01410","new_member_date_2":"2009-10-19","cert_status":"WITHDRAWN_CPE","phone_2":"6045435277","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"120325","intcode":"05","blocnote":"June 11 2025 vm\n2026-05-08 Dial no answer, phone: +16045435277\n2026-05-11 Dial no answer, phone: +16045435277\n2026-05-13 Dial no answer, phone: +16045435277\n2026-05-15 Dial no answer, phone: +16045435277","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:46-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A01410","temp_intcode_for_auto_old_int_code":"05","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2007-10-22","pf1_status":"P","pf1_completion_date":"2007-10-10","pf2_status":"P","pf2_completion_date":"2007-11-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-06-18","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"nimax_cardoz@hotmail.com","pcl_completion_date_5":"2012-10-22","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T19:23:26-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"6","retell_call_status":"not_connected","session_id":"call_3e103ae48d02918a9c2feff5c02","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3e103ae48d02918a9c2feff5c02"}},"seriesid":"163"}
{"contact":{"id":"36050","email":"kim.roote@saugeen.org","first_name":"Kimberly","last_name":"Roote","phone":"5197972781","orgname":"Saugeen First Nation #29","customer_acct_name":"Saugeen First Nation #29","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kimberly Roote","language":"English","canceldate":"2023-10-03","extension_phone_1":"1114","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C02526","new_member_date_2":"2022-08-02","phone_2":"5197069107","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313838","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C02526","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-08","pcl_status":"F","pcl_completion_date":"2023-01-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kim.roote@saugeen.org","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34372","email":"christina.waters@powereng.com","first_name":"Christina","last_name":"Waters","phone":"9135337801","orgname":"Power Engineers Inc.","customer_acct_name":"Power Engineers Inc.","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"281868","full_name":"Christina Waters","do_id":"L25A00996","language":"English","canceldate":"2021-12-02","time_zone":"3","area_code":"913","members_type":"AST","new_member_date_2":"2019-10-17","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"KS","intcode":"06","blocnote":"05 June 2025 wrong number\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:39-04:00","old_int_code":"16","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25A00996","temp_intcode_for_auto_old_int_code":"06","phone_2":"9135581269","last_act_type":"2020-09-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"christina.waters@powereng.com","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","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","session_id":"call_5df964a4f41774faaf4a06e0ee2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5df964a4f41774faaf4a06e0ee2","mini_nps":"3"}},"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, TMAI","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":"15","blocnote":"June 10 2025 vm\r\nSept 3 2025 vm\n2026 May 08 call started, brief introduction only, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25A01263","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2024-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:58-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Kayla and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. 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","old_int_code":"6","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f7cd668d72dff01b01b658363be","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f7cd668d72dff01b01b658363be","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35513","email":"franciarubiocortez@gmail.com","first_name":"Francia","last_name":"Rubio-Cortez","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Francia Rubio-Cortez","language":"English","canceldate":"2023-09-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C01219","new_member_date_2":"2020-07-20","phone_2":"5872262359","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290530","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C01219","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-17","pcl_status":"P","pcl_completion_date":"2020-11-02","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2023-03-19","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"franciarubiocortez@gmail.com","pcl_completion_date_5":"2025-11-02","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"34238","email":"joycefeng.ng@gmail.com","first_name":"Han","last_name":"Feng","phone":"4166467266","orgname":"Canadian Investment Regulatory Organization","customer_acct_name":"Canadian Investment Regulatory Organization","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"181181","full_name":"Han Bing (Joyce) Feng","do_id":"L25A00685","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2023-10-06","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"8","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"24","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 contact wants to renew and sent the email - NPI# 34238","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:09-04:00","pds_july":"8","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A00685","temp_intcode_for_auto_old_int_code":"24","pds_august":"8","phone_2":"4168328802","pds_september":"8","last_infoline_date_type":"2026-10-02","last_act_type":"2026-10-02","pcl_status":"P","pcl_completion_date":"2011-04-25","pf1_status":"P","pf1_completion_date":"2011-08-18","pf2_status":"P","pf2_completion_date":"2011-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-03-13","number_of_passed_courses":"4","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"joycefeng.ng@gmail.com","pcl_completion_date_5":"2016-04-25","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Han to discuss the lapsed Associate membership and provided information on how to renew by sending an application form via email, which Han agreed to receive. The agent asked the initial value question related to membership motivation, but the call ended abruptly before completing the satisfaction rating and other survey questions.","aitm_callsummarytitle":"Membership Renewal Interest and Application Sent","notrenewedwanttorenew":"Yes","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Forgot\/not aware and then 3 questions","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_84cdc2b7dac205f0746f7e0f800","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_84cdc2b7dac205f0746f7e0f800","sendapplicationform":"2026-05-08T12:25:00-04:00","initialvalue":"Help with Complex","old_int_code":"6","number_of_calls_reached":"1"}},"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, TMAI","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\n2026 May 08 voicemail reached, no human contact\n2026 May 08 call ended due to number not in service","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","intcode":"16","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25A00470","temp_intcode_for_auto_old_int_code":"16","phone_2":"7803495205","last_infoline_date_type":"2023-02-02","last_act_type":"2023-05-06","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":"False","wera":"False","npi_email_temp":"kathymcd73@gmail.com","pcl_completion_date_5":"2021-05-02","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:26:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was made to a number that is not in service, and the user received an automated message indicating this. The call ended quickly without reaching a human or completing any interaction.","aitm_callsummarytitle":"Call ended - number not in service","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ca455d1381e6aa611bc3a4fdf1f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ca455d1381e6aa611bc3a4fdf1f","mini_nps":"1","onesentencenotrenewed":"The phone number is not in service.","initialvalue":"Other","astotherreasonsnottorenew":"Phone number not in service","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35749","email":"charlyn.nono@gmail.com","first_name":"Charlyn","last_name":"Nono","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Charlyn Nono","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01240","new_member_date_2":"2020-08-05","phone_2":"4168937636","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290982","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01240","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2021-11-17","last_act_type":"2022-06-21","pcl_status":"P","pcl_completion_date":"2020-10-18","pf1_status":"F","pf1_completion_date":"2022-08-28","pf2_status":"F","pf2_completion_date":"2021-05-17","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"charlyn.nono@gmail.com","pcl_completion_date_5":"2025-10-18","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35400","email":"ds_fouotsap@yahoo.com","first_name":"Donald","last_name":"Sanghapi","phone":"7809384338","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Donald Fouotsap Sanghapi","language":"English","canceldate":"2024-06-04","time_zone":"4","area_code":"780","members_type":"CAND","new_member_date_2":"2023-04-18","phone_2":"7809384338","province":"NU","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"290256","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C01209","last_act_type":"2023-04-18","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","number_of_passed_courses":"3","intcode":"21","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T15:14:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"ds_fouotsap@yahoo.com","pcl_completion_date_5":"2025-11-02","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01209","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"34828","email":"lisa.jason@hotmail.com","first_name":"Lisa","last_name":"Robertson","phone":"7808658131","orgname":"Mondi Hinton Inc.","customer_acct_name":"Mondi Hinton Inc.","tags":"npiAlert14, WR251001, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"341452","full_name":"Lisa Robertson","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2024-08-28","city_1":"Hinton","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7803154104","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2506124","organization_id":"349866","canceldate":"2025-10-01","old_do_id":"L25O02357","last_act_type":"2025-04-17","coidnewmbrdate":"2025-04-17","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","company_paid_thru":"2027-03-31","pcl_status":"P","pcl_completion_date":"2024-12-02","pf1_status":"P","pf1_completion_date":"2025-04-09","pf2_status":"P","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pf2_completion_date":"2025-12-09","do_id":"LB2506124","npi_email_temp":"lisa.jason@hotmail.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"30570","email":"ellenit@hotmail.com","first_name":"Elleni","last_name":"Teshome","phone":"4166622347","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":"44111","full_name":"Elleni Teshome","members_type":"CAND","do_id":"L25C00153","city_1":"Vaughan","province":"ON","language":"English","phone_2":"4166622347","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":"L25C00153","last_act_type":"2024-01-16","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":"2025-11-13T10:07:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"ellenit@hotmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"34423","email":"vhabkirk@purelycrm.com","first_name":"Victoria","last_name":"Habkirk","phone":"7789976869","orgname":"Purely CRM Consulting Inc.","customer_acct_name":"Purely CRM Consulting Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"210988","full_name":"Victoria Habkirk, CPA,CGA","do_id":"L25A00729","language":"English","canceldate":"2023-12-02","time_zone":"5","area_code":"778","members_type":"AST","new_member_date_2":"2018-10-12","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","pds_july":"3","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A00729","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","phone_2":"7789976869","pds_september":"3","last_infoline_date_type":"2022-09-26","last_act_type":"2022-09-26","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"vhabkirk@purelycrm.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:30-04:00","number_of_call_attempts":"8","number_of_total_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","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e84c246e98f7885ee72cac33d96","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e84c246e98f7885ee72cac33d96"}},"seriesid":"163"}
{"contact":{"id":"35030","email":"koriencs4@gmail.com","first_name":"Korien","last_name":"Sampson","phone":"7809913947","orgname":"Perrault Mechanical Services","customer_acct_name":"Perrault Mechanical Services","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Korien Sampson","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CAND","new_member_date_2":"2023-04-03","cert_status":"PENDING","phone_2":"7809342379","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"303721","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C01677","last_act_type":"2023-08-05","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-05-12","number_of_passed_courses":"4","intcode":"21","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T15:13:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"True","npi_email_temp":"koriencs4@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C01677","pcl_completion_date_5":"2026-09-26","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"35663","email":"pknklally@hotmail.com","first_name":"Navneet","last_name":"Lally","phone":"7784888542","orgname":"Precision NanoSystems Inc.","customer_acct_name":"Precision NanoSystems Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Navneet Lally","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01504","new_member_date_2":"2021-03-25","cert_status":"PENDING","phone_2":"6045007685","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"299231","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C01504","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2021-12-21","last_act_type":"2023-06-01","pcl_status":"P","pcl_completion_date":"2021-07-05","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":"2021-09-08","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"pknklally@hotmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"34428","email":"stacey@headwaterprojects.ca","first_name":"Stacey","last_name":"Sitter","phone":"6048992020","orgname":"Headwater Projects Inc.","customer_acct_name":"Headwater Projects Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"211416","full_name":"Stacey Sitter","do_id":"L25A00730","language":"English","canceldate":"2021-06-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2013-02-14","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"03","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call transferred to Stacey Sitter, no renewal discussed\n2026 May 11 voicemail reached, no human answered\n2026 May 11 reached voicemail\n2026 May 13 call ended without reaching live person through automated system\n2026 May 15 call ended without reaching contact through automated system.\n2026 May 19 call attempted but reached automated system, no live person reached\n2026 May 21 call reached automated system loop, no live person reached\n2026 May 25 call attempted to reach Stacey at Headwater Projects but failed to connect to a live person.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:06-04:00","pds_july":"3","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A00730","temp_intcode_for_auto_old_int_code":"03","pds_august":"3","phone_2":"6049886126","pds_september":"3","last_act_type":"2020-03-02","pcl_status":"P","pcl_completion_date":"2013-06-06","pf1_status":"P","pf1_completion_date":"2014-01-22","number_of_passed_courses":"2","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"stacey@headwaterprojects.ca","pcl_completion_date_5":"2018-06-06","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-25T14:07:06-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach a live person named Stacey at Headwater Projects. The call encountered an automated phone menu system, and despite multiple attempts to navigate the options, the agent was unable to connect to a live person. The call ended with a message that the call could not be connected at the moment.","aitm_callsummarytitle":"Failed to Connect to Live Person","notrenewedwanttorenew":"No","mini_nps":"3","initialvalue":"Other","age_range":"Preferred not to say","old_int_code":"06","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5d7eb2acdf4857e0fdedd997527","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5d7eb2acdf4857e0fdedd997527","number_of_calls_reached":"6","onesentencenotrenewed":"Unable to connect to a live person to discuss renewal.","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Could not reach a live person due to automated phone system loop."}},"seriesid":"163"}
{"contact":{"id":"35629","email":"mftcons@outlook.com","first_name":"Maribelle","last_name":"Constantino","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Maribelle Constantino","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C02484","new_member_date_2":"2022-05-30","phone_2":"4377763472","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313496","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C02484","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-30","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-11-09","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"mftcons@outlook.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"35146","email":"navy_purba@yahoo.com","first_name":"Navneet","last_name":"Purba","phone":"6477804782","orgname":"Humber College","customer_acct_name":"Humber College","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Navneet Purba","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01441","new_member_date_2":"2021-01-26","phone_2":"6477804782","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"297186","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C01441","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-08-08","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"P","pf1_completion_date":"2022-01-04","pf2_status":"F","pf2_completion_date":"2023-11-27","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"navy_purba@yahoo.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"35005","email":"sigh_taz@yahoo.com","first_name":"Cyril","last_name":"Moratilla","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Cyril Moratilla","language":"English","canceldate":"2023-02-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01923","new_member_date_2":"2021-12-21","phone_2":"7807096614","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308168","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01923","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":"2022-05-29","pf2_status":"P","pf2_completion_date":"2022-07-24","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sigh_taz@yahoo.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"35772","email":"preetsachinee9890@gmail.com","first_name":"Preet","last_name":"Singh","phone":"9056602000","orgname":"Toys R Us (Canada) Ltd","customer_acct_name":"Toys R Us (Canada) Ltd","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Preet Singh, PCP","language":"English","canceldate":"2023-09-08","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","do_id":"","new_member_date_2":"2021-09-23","cert_status":"ACTIVE","phone_2":"6477057995","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"305478","organization_id":"39754","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"L25C01762","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-01-24","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2022-01-16","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"P","pf2_completion_date":"2023-02-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"preetsachinee9890@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01762","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34270","email":"bennyli1998@gmail.com","first_name":"Hao","last_name":"Li","phone":"6047306610","orgname":"Northland Properties Corp.","customer_acct_name":"Northland Properties Corp.","tags":"npiAlert13, NPI LN sent to TM, TMAI","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":"0","blocnote":"04 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026 May 08 call disconnected immediately, number not in service","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:44-04:00","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A01192","temp_intcode_for_auto_old_int_code":"08","phone_2":"6047306672","last_act_type":"2022-10-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bennyli1998@gmail.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was made to a number that is not in service and was disconnected immediately.","aitm_callsummarytitle":"Call disconnected - number not in service","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"The number dialed is not in service.","initialvalue":"Other","astotherreasonsnottorenew":"Number not in service","old_int_code":"08","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3bcb38f6b95490f0413e52cc01f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3bcb38f6b95490f0413e52cc01f","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34520","email":"temmyctt@gmail.com","first_name":"Temmy","last_name":"Cheung","phone":"6042928135","orgname":"Dania Home Society","customer_acct_name":"Dania Home Society","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"286487","full_name":"Temmy Cheung","do_id":"L25A01039","language":"English","canceldate":"2022-05-03","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2021-03-16","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"16","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 contact informed Temmy no longer works here, no new contact info provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:46-04:00","pds_july":"1","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A01039","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","pds_september":"1","last_infoline_date_type":"2021-12-07","last_act_type":"2021-12-07","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"temmyctt@gmail.com","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to reach Temmy Cheung regarding their past membership with the National Payroll Institute but was informed that Temmy no longer works at that number. The user was asked for updated contact information but did not provide it before the call ended.","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","session_id":"call_b5230237dd66d6e996b8fffef22","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b5230237dd66d6e996b8fffef22","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34442","email":"ken.light@channico.com","first_name":"Kenneth","last_name":"Light","phone":"7806241822","orgname":"Channico Machine & Millright Services Ltd.","customer_acct_name":"Channico Machine & Millright Services Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"318110","full_name":"Kenneth Light","do_id":"L25A01234","language":"English","canceldate":"2023-12-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2022-10-27","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"15","blocnote":"05 June 2025 VM says Frank\r\nLN \/ 17 September 2025 VM\n2026 May 08 call disconnected early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:48-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A01234","temp_intcode_for_auto_old_int_code":"15","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":"ken.light@channico.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was very brief and disconnected early without completing any meaningful conversation or survey. The agent attempted to confirm the contact's identity but was cut off before proceeding.","aitm_callsummarytitle":"Call disconnected early","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_624ce720b52cf6abd6dfbd973bb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_624ce720b52cf6abd6dfbd973bb","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34795","email":"otacanada@yahoo.ca","first_name":"Adriana","last_name":"Ota","phone":"4033175049","orgname":"University of Lethbridge","customer_acct_name":"University of Lethbridge","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"92778","full_name":"Adriana Ota","language":"English","canceldate":"2022-12-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2015-09-29","lead_status":"Refused","no_email_solicitation":"False","pds_march":"6","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"01","blocnote":"10 June 2025 VM\r\nLN \/ 18 September 2025 Wrong number\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no message left\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 contact declined renewal, no email sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:06:46-04:00","pds_july":"6","paid_thru":"2022-09-30","temp_do_id_for_auto_old_do_id":"L25A00579","temp_intcode_for_auto_old_int_code":"01","pds_august":"6","phone_2":"4033454574","old_int_code":"06","notrenewedother":"Phone cannot be recovered","pds_september":"6","last_act_type":"2021-12-10","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"otacanada@yahoo.ca","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-11T12:21:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent spoke with Adriana regarding her lapsed Associate membership with the National Payroll Institute. Adriana answered survey questions about her initial reason for joining, satisfaction, and age range, but declined to renew her membership, citing that she is no longer working in payroll. The call concluded politely without sending a renewal email.","aitm_callsummarytitle":"Membership Renewal Declined by Adriana","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_642740baec7c64dc3d96117b129","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_642740baec7c64dc3d96117b129","mini_nps":"4","onesentencenotrenewed":"No longer working in payroll.","initialvalue":"Help with Complex","age_range":"46-60","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00579","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35392","email":"bobbie.leah.hope@gmail.com","first_name":"Bobbie","last_name":"Stoddart","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Bobbie Stoddart","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C00961","new_member_date_2":"2026-04-28","pds_april":"1","phone_2":"4169172426","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"278479","pds_july":"1","paid_thru":"2027-04-30","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":"L25C00961","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_infoline_date_type":"2022-09-09","last_act_type":"2026-04-28","pcl_status":"F","pcl_completion_date":"2024-06-20","pf1_status":"F","pf1_completion_date":"2024-02-20","number_of_passed_courses":"0","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"bobbie.leah.hope@gmail.com","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"35900","email":"heavenpangilinan@yahoo.com","first_name":"Heavenor","last_name":"Pangilinan","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Heavenor Pangilinan","language":"English","canceldate":"2023-06-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02254","new_member_date_2":"2022-04-06","phone_2":"4038724260","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"311796","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C02254","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-04","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","trc":"True","wera":"False","npi_email_temp":"heavenpangilinan@yahoo.com","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"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":"2023-03-08","last_act_type":"2023-03-08","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","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"35345","email":"imeldared@gmail.com","first_name":"Imelda","last_name":"Red","phone":"","orgname":"WHIWH-CHC","customer_acct_name":"WHIWH-CHC","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Imelda Red","language":"English","canceldate":"2023-11-02","time_zone":"2","area_code":"647","members_type":"CAND","new_member_date_2":"2026-03-17","phone_2":"6478305764","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"172804","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2505450","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":"L25C00706","last_act_type":"2026-03-24","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"F","pf1_completion_date":"2023-08-21","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2505450","npi_email_temp":"imeldared@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"35665","email":"mkdusyk@gmail.com","first_name":"Mandy","last_name":"Giroux","phone":"3064247656","orgname":"Prairie Corner Treausres Ltd.","customer_acct_name":"Prairie Corner Treausres Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mandy Giroux","language":"English","canceldate":"2024-01-05","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C02751","new_member_date_2":"2022-11-07","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315364","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25C02751","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mkdusyk@gmail.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"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":"CAND","do_id":"L25C09767","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":"L25C09767","last_act_type":"2026-04-30","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","old_do_id":"L25O05364","formatted_paid_thru":"31\/12\/2026","company_paid_thru":"2026-12-31","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"34190","email":"stephanie.morris@topbuild.com","first_name":"Stephanie","last_name":"Morris","phone":"3863047516","orgname":"TopBuild","customer_acct_name":"TopBuild","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"310399","full_name":"Stephanie Morris","do_id":"L25A01173","language":"English","canceldate":"2024-04-02","time_zone":"2","area_code":"386","members_type":"AST","new_member_date_2":"2022-02-23","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"FL","intcode":"15","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 voicemail reached, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail of Stephanie Morris\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 voicemail reached, no live contact\n2026 May 15 call ended due to inactivity without contact confirmation","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A01173","temp_intcode_for_auto_old_int_code":"15","phone_2":"4436246292","last_infoline_date_type":"2022-11-28","last_act_type":"2023-01-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"stephanie.morris@topbuild.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent attempted to reach Stephanie but was unable to confirm her identity or engage in conversation due to inaudible responses. The call ended due to inactivity without any further interaction or task completion.","aitm_callsummarytitle":"Unsuccessful contact attempt with Stephanie","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7b3e21f8928066a656ebdd76ae6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7b3e21f8928066a656ebdd76ae6","mini_nps":"3","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35305","email":"arushi21@outlook.com","first_name":"Arushi","last_name":"Sharma","phone":"6046778700","orgname":"Burnaby School District 41","customer_acct_name":"Burnaby School District 41","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Arushi Sharma, PCP","language":"English","canceldate":"2023-07-24","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","do_id":"","new_member_date_2":"2021-08-25","cert_status":"ACTIVE","phone_2":"7788864447","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304302","organization_id":"286206","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25C01708","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-07-25","last_act_type":"2025-03-11","company_paid_thru":"2027-01-31","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":"2022-03-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"arushi21@outlook.com","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01708","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34774","email":"grafsplumbing@gmail.com","first_name":"Amanda","last_name":"Graf","phone":"8079376896","orgname":"Graf's Plumbing Inc.","customer_acct_name":"Graf's Plumbing Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"332269","full_name":"Amanda Graf","do_id":"L25A01323","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"807","members_type":"AST","new_member_date_2":"2023-12-08","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","blocnote":"June 11 2025 completed\n2026 May 08 contact not available, message offered for Amanda\n2026 May 11 contact not available, Amanda not in office\n2026 May 13 call reached voicemail at Grasse Plumbing and Heating\n2026 May 15 call ended early, contact not available\n2026 May 19 contact not available, asked for callback time but none given\n2026 May 21 call initiated but no answer, call ended quickly\n2026 May 25 call ended after initial greeting, no further conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:25:43-04:00","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":"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":"03","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25A01323","temp_intcode_for_auto_old_int_code":"03","last_act_type":"2024-03-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"grafsplumbing@gmail.com","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-25T11:25:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent called Amanda at Grass Plumbing but the call ended shortly after the initial greeting without further conversation.","aitm_callsummarytitle":"Call ended after initial greeting","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7d080a9714a5bb8b9d64a595853","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7d080a9714a5bb8b9d64a595853","number_of_calls_reached":"6"}},"seriesid":"163"}
{"contact":{"id":"35154","email":"traceymorrissette14@gmail.com","first_name":"Tracey","last_name":"Morrissette","phone":"6137981488","orgname":"Metis Nation of Ontario","customer_acct_name":"Metis Nation of Ontario","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Tracey Morrissette","language":"English","canceldate":"2025-01-28","time_zone":"2","area_code":"613","members_type":"CORP","do_id":"","new_member_date_2":"2022-03-14","phone_2":"6138501134","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311113","organization_id":"239484","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25C02186","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-04-22","last_act_type":"2026-02-19","company_paid_thru":"2027-01-31","pcl_status":"P","pcl_completion_date":"2022-07-17","pf1_status":"F","pf1_completion_date":"2023-08-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"traceymorrissette14@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02186","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35326","email":"tk1999@live.ca","first_name":"Tammy","last_name":"Burkholder","phone":"","orgname":"CDI College - Online","customer_acct_name":"CDI College - Online","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tammy Burkholder","language":"English","canceldate":"2023-04-04","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C01463","new_member_date_2":"2021-02-22","phone_2":"2507930878","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"298116","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C01463","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2021-11-18","last_act_type":"2021-06-12","pcl_status":"P","pcl_completion_date":"2022-02-01","pf1_status":"F","pf1_completion_date":"2022-01-16","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"tk1999@live.ca","pcl_completion_date_5":"2027-02-01","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"34920","email":"mega@mraebookkeeping.com","first_name":"Megan","last_name":"Rae","phone":"2506137374","orgname":"M. Rae Bookkeeping Services","customer_acct_name":"M. Rae Bookkeeping Services","tags":"250501 LER Update, TMAI","ip4":"10.13.142.189","fields":{"do_id":"L25A01365","individual_id":"295056","full_name":"Megan Rae","members_type":"AST","language":"English","time_zone":"5","province":"BC","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:48-04:00","blocnote":"Apr 23 email corrected and questions asnwered\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 contact willing to renew, email confirmed and application form sent","nonactive_reason":"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":"no","mini_nps":"1","notrenewednolongerinpayroll":"no","notrenewedleftcanada":"no","notrenewednotused":"no","notrenewednotenoughvalue":"no","notrenewednobenefit":"no","notrenewedother":"no","notrenewedwanttorenew":"Yes","notrenewedcpehard":"no","notrenewedoutofbusiness":"no","notrenewedacquired":"no","notrenewedbudget":"no","notrenewedoutsourced":"no","notrenewedtemporaryneed":"no","notrenewednotenoughtime":"no","notrenewedtoolongprocess":"no","canceldate":"2022-01-07","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","new_member_date_2":"2020-11-19","paid_thru":"2021-10-31","temp_do_id_for_auto_old_do_id":"L25A01365","phone_2":"2506137374","last_act_type":"2020-11-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mega@mraebookkeeping.com","formatted_paid_thru":"31\/10\/2021","latest_paid_thru":"2021-10-31","called_by":"Tri","aitm_status_called":"2026-05-11T13:26:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent called Megan to discuss her lapsed Associate membership with the National Payroll Institute. Megan expressed willingness to renew, and after some clarification, the agent confirmed her correct email address and sent the membership application form. The call concluded successfully with Megan agreeing to renew.","aitm_callsummarytitle":"Membership Renewal Confirmed and Application Sent","intcode":"02","npi_voicemaildetection":"No","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"02","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_74a99de615004f3a9d9f44f4460","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_74a99de615004f3a9d9f44f4460","sendapplicationform":"2026-05-11T13:32:00-04:00","initialvalue":"Seminar","age_range":"31-45","old_int_code":"06","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34191","email":"andrew@antriminvestments.com","first_name":"Andrew","last_name":"Yap Kah Loon","phone":"6045302301","orgname":"Antrim Investments Ltd.","customer_acct_name":"Antrim Investments Ltd.","tags":"npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"266160","full_name":"Andrew Yap Kah Loon","do_id":"L25A00944","language":"English","canceldate":"2024-12-04","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2022-10-19","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"15","blocnote":"04 June 2025 Not in the office\r\nLN \/ 15 September 2025 Survey completed\r\nLN \/ 21 October 2025 VM\r\nLN \/ 31 October 2025 He completely forgot - sent e-mail again, he will renew soon\r\nLN \/ 16 December 2025 he renewed it - he wants us to check if we received it\n2026 May 08 call reached gatekeeper, Andrew not available, no callback time given\n2026 May 11 call lasted 18 seconds with no conversation, user pressed digit 60.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:06:41-04:00","pds_july":"2","paid_thru":"2024-09-30","sendapplicationform":"2025-10-31T11:56:00-04:00","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","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":"Yes","hardtoparticipateeventsspecify":"the timing was inappropriate for him","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Advance","temp_do_id_for_auto_old_do_id":"L25A00944","temp_intcode_for_auto_old_int_code":"15","pds_august":"2","phone_2":"7786883273","pds_september":"2","last_infoline_date_type":"2024-01-02","last_act_type":"2024-01-02","pcl_status":"P","pcl_completion_date":"2018-12-02","number_of_passed_courses":"1","pds_october":"2","trc":"True","wera":"False","pds_november":"2","old_int_code":"03","npi_email_temp":"andrew@antriminvestments.com","pcl_completion_date_5":"2023-12-02","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-11T14:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was very brief, lasting only 18 seconds, with no conversation occurring. The user pressed a digit during the call, but no further interaction or information was exchanged before the call ended.","aitm_callsummarytitle":"Brief call with no conversation","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fee7304716fa698306906a88c8d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fee7304716fa698306906a88c8d","number_of_calls_reached":"2","onesentencenotrenewed":"No interaction or renewal discussion took place due to the short call duration.","initialvalue":"Other","astotherreasonsnottorenew":"No conversation to determine reason."}},"seriesid":"163"}
{"contact":{"id":"34395","email":"timea.farkas@smardt.com","first_name":"Timea","last_name":"Farkas","phone":"5144268989","orgname":"Smardt Inc.","customer_acct_name":"Smardt Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"283202","full_name":"Timea Farkas, Payroll and Benefits","do_id":"L25A01002","language":"English","canceldate":"2021-01-06","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2019-11-21","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","intcode":"16","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached automated system with no receptionist, call ended.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:58-04:00","pds_july":"1","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A01002","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","phone_2":"5149993460","pds_september":"1","last_act_type":"2019-11-20","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"timea.farkas@smardt.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:58-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was made to SMART and reached an automated system with no receptionist available. The agent ended the call after confirming no human was reached.","aitm_callsummarytitle":"Call reached automated system, no receptionist","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9fc32698952f035d9f8c72bc5f7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9fc32698952f035d9f8c72bc5f7","number_of_calls_reached":"1"}},"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":"07","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:32-04:00","old_int_code":"16","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25A00452","temp_intcode_for_auto_old_int_code":"07","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","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:32-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","blocnote":"2026-05-08 dial busy, phone:  +15146364512","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_df470690d83147b66b8e4b57f6f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_df470690d83147b66b8e4b57f6f"}},"seriesid":"163"}
{"contact":{"id":"33953","email":"dhayatte@gmail.com","first_name":"Hayatte","last_name":"Dehimi","phone":"5147460340","orgname":"HL Comptabilit\u00e9 Inc.","customer_acct_name":"HL Comptabilit\u00e9 Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"249711","full_name":"Hayatte Dehimi","do_id":"L25A00874","language":"French","canceldate":"2022-11-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2021-09-09","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2022-08-31","intcode":"15","blocnote":"18 aout 2025 bv\n2026 May 08 call disconnected due to inaudible responses, no conversation completed","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","temp_do_id_for_auto_old_do_id":"L25A00874","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2018-06-02","last_act_type":"2021-09-09","pcl_status":"P","pcl_completion_date":"2017-06-04","pf1_status":"P","pf1_completion_date":"2017-10-22","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"dhayatte@gmail.com","pcl_completion_date_5":"2022-06-04","formatted_paid_thru":"31\/08\/2022","latest_paid_thru":"2022-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent repeatedly attempted to speak with Hayatte but was unable to have a clear conversation due to inaudible responses from the user. The call ended without any meaningful interaction or completion of the intended purpose.","aitm_callsummarytitle":"Call disconnected due to inaudible responses","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c53f2193794830a0e6f8acf5aed","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c53f2193794830a0e6f8acf5aed","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35426","email":"faiz@diffagency.com","first_name":"Faiz","last_name":"Khan","phone":"8884587742","orgname":"Diff Agency","customer_acct_name":"Diff Agency","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Faiz Khan","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"888","members_type":"CAND","do_id":"L25C02464","new_member_date_2":"2022-05-26","phone_2":"5144513900","province":"QC","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313357","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02464","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-29","pcl_status":"P","pcl_completion_date":"2022-09-11","pf1_status":"F","pf1_completion_date":"2023-01-09","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"faiz@diffagency.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"35415","email":"heatherhewat@gmail.com","first_name":"Heather","last_name":"Pirie","phone":"9052471889","orgname":"Intuit","customer_acct_name":"Intuit","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"full_name":"Heather Pirie","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01721","new_member_date_2":"2021-09-01","cert_status":"PENDING","phone_2":"9052715878","province":"ON","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304500","pipeline_2_members_only_ast":"","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C01721","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-06-28","last_act_type":"2023-07-11","pcl_status":"P","pcl_completion_date":"2022-01-10","pf1_status":"P","pf1_completion_date":"2022-04-24","pf2_status":"P","pf2_completion_date":"2023-04-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-28","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"heatherhewat@gmail.com","pcl_completion_date_5":"2027-01-10","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"35859","email":"meaganpollard@live.ca","first_name":"Meagan","last_name":"Pollard","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Meagan Pollard","language":"English","canceldate":"2023-03-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02006","new_member_date_2":"2022-01-09","phone_2":"7783178148","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"308735","paid_thru":"2022-12-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C02006","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-18","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"P","pf1_completion_date":"2022-08-28","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"meaganpollard@live.ca","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"34608","email":"angela@blackwhitebookkeeping.ca","first_name":"Angela","last_name":"Barber","phone":"4039225493","orgname":"Black & White Bookkeeping","customer_acct_name":"Black & White Bookkeeping","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"290509","full_name":"Angela Barber","do_id":"L25A01065","language":"English","canceldate":"2022-09-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2020-07-21","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"15","blocnote":"june 9 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 May 08 call reached voicemail at Angela Black and White Bookkeeping\n2026 May 08 call disconnected immediately after initial greeting, no interaction.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:44-04:00","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25A01065","temp_intcode_for_auto_old_int_code":"15","phone_2":"4039225253","last_infoline_date_type":"2022-01-19","last_act_type":"2022-11-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"angela@blackwhitebookkeeping.ca","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:21:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was very brief and ended immediately after the initial greeting without any further conversation or information exchange.","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","session_id":"call_be0bb1f55581817188b73943a15","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_be0bb1f55581817188b73943a15","mini_nps":"3","onesentencenotrenewed":"No conversation occurred to determine renewal interest.","initialvalue":"Other","othermemberbenefit":"No interaction to determine.","old_int_code":"6","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35744","email":"alyssa.iapalucci4@gmail.com","first_name":"Alyssa","last_name":"Iapalucci","phone":"6138661637","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Alyssa Iapalucci","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"613","members_type":"CAND","new_member_date_2":"2023-03-28","phone_2":"6138661637","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"311711","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"LB2504244","last_act_type":"2025-04-16","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"P","pf1_completion_date":"2022-06-12","pf2_status":"P","pf2_completion_date":"2022-11-27","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Nov 5 2025 She is no longer in payroll as is back in school pursuing a different career","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T10:17:00-05:00","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":"L25C02240","trc":"True","wera":"False","do_id":"LB2504244","npi_email_temp":"alyssa.iapalucci4@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"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, TMAI","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":"06","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 Survey completed\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","pds_july":"4","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A00962","temp_intcode_for_auto_old_int_code":"06","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":"01","pds_september":"4","last_infoline_date_type":"2021-07-23","last_act_type":"2021-01-12","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","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:46-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b0958a500ff35d06597dbb544ac","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b0958a500ff35d06597dbb544ac"}},"seriesid":"163"}
{"contact":{"id":"36164","email":"desmondmonias@gmail.com","first_name":"Desmond","last_name":"Monias","phone":"2048996045","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Desmond Monias","language":"English","canceldate":"2024-05-02","time_zone":"3","area_code":"204","members_type":"CAND","new_member_date_2":"2023-03-10","phone_2":"2048996045","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"309111","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C02035","last_act_type":"2023-10-03","pcl_status":"P","pcl_completion_date":"2022-04-12","pf1_status":"P","pf1_completion_date":"2022-05-08","pf2_status":"F","pf2_completion_date":"2023-07-26","number_of_passed_courses":"2","intcode":"21","blocnote":"LNC Nov 5 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T12:49:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"desmondmonias@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02035","pcl_completion_date_5":"2027-04-12","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"34384","email":"yolhm@aol.com","first_name":"Yolanda","last_name":"Molina","phone":"5104597436","orgname":"Juul Labs Canada Inc.","customer_acct_name":"Juul Labs Canada Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"283082","full_name":"Yolanda Molina","do_id":"L25A00999","language":"English","canceldate":"2021-01-06","time_zone":"5","area_code":"510","members_type":"AST","new_member_date_2":"2019-11-18","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"CA","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 In a meeting couldn't talk - call back\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:47-04:00","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A00999","temp_intcode_for_auto_old_int_code":"6","phone_2":"5104597436","last_infoline_date_type":"2020-03-16","last_act_type":"2020-03-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"yolhm@aol.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:31:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Yolanda but went to voicemail, 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","session_id":"call_c6403628a22d83e02ee49513962","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c6403628a22d83e02ee49513962","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"34605","email":"gayed.christine@rogers.com","first_name":"Christine","last_name":"Gayed","phone":"2244750758","orgname":"Market Lane Animal Hospital Pr","customer_acct_name":"Market Lane Animal Hospital Pr","tags":"NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"21565","full_name":"Christine Gayed","do_id":"L25A00521","language":"English","canceldate":"2024-04-18","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2003-11-21","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"0","blocnote":"june 10 2025 she no longer works there\n2026 May 08 no Christine at this number, call ended quickly","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:30-04:00","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A00521","temp_intcode_for_auto_old_int_code":"08","last_infoline_date_type":"2021-03-26","last_act_type":"2024-04-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gayed.christine@rogers.com","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:30-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called asking for Christine but the person who answered stated there was no Christine at that number. The call ended shortly after with no further conversation.","aitm_callsummarytitle":"No Christine at Number","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No Christine at this number.","initialvalue":"Other","othermemberbenefit":"No relevant information provided","astotherreasonsnottorenew":"No Christine at this number.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f7708a46ba80f915edf9e552f3c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f7708a46ba80f915edf9e552f3c","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36581","email":"dishan.thayaparan@gmail.com","first_name":"Dishan","last_name":"Thayaparan","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Dishan Thayaparan","language":"English","canceldate":"2023-01-05","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01857","new_member_date_2":"2021-11-16","phone_2":"6475259381","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"307377","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01857","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-05","pcl_status":"F","pcl_completion_date":"2022-08-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dishan.thayaparan@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"35526","email":"amandasang.nj@gmail.com","first_name":"Min","last_name":"Sang","phone":"5874369026","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Min Sang","language":"English","canceldate":"2023-10-03","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C02735","new_member_date_2":"2022-08-10","phone_2":"5874369026","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"315258","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C02735","last_act_type":"2022-08-24","pcl_status":"P","pcl_completion_date":"2022-12-11","number_of_passed_courses":"1","trc":"True","wera":"False","intcode":"06","blocnote":"Nov 26 2025 call back in the afternoon","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:37:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"amandasang.nj@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34618","email":"agupta@lslinc.com","first_name":"Ankur","last_name":"Gupta","phone":"4037238479","orgname":"Light Speed","customer_acct_name":"Light Speed","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"individual_id":"324007","full_name":"Ankur Gupta","language":"English","canceldate":"2024-06-04","time_zone":"4","area_code":"403","members_type":"CAND","new_member_date_2":"2026-04-06","lead_status":"Renewed Lapsed","no_email_solicitation":"False","pipeline_1_lapsed_members":"Renewed lapsed","province":"AB","intcode":"99","blocnote":"june 9 2025 vm\r\nLN \/ 24 September 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T13:26:00-04:00","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"L25A01275","temp_intcode_for_auto_old_int_code":"99","old_int_code":"16","notrenewedother":"Phone cannot be recovered","last_act_type":"2026-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"agupta@lslinc.com","pcl_status":"E","date_of_renewal_identification":"2026-04-07","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"35044","email":"doohum@yahoo.com","first_name":"Jody","last_name":"Ross-Brenton","phone":"6136233166","orgname":"Arnprior Regional Health","customer_acct_name":"Arnprior Regional Health","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jody Ross-Brenton","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"L25C02679","new_member_date_2":"2026-04-23","phone_2":"6134475312","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314806","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"L25C02679","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-08-03","last_act_type":"2026-11-05","pcl_status":"P","pcl_completion_date":"2022-11-09","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"doohum@yahoo.com","pcl_completion_date_5":"2027-11-09","pf1_status":"E","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"34356","email":"taxresearch@paycomonline.com","first_name":"Ashley","last_name":"Kenny","phone":"8005804505","orgname":"Paycom Payroll","customer_acct_name":"Paycom Payroll","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"315222","full_name":"Ashley Kenny","do_id":"L25A01213","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"800","members_type":"AST","new_member_date_2":"2022-08-08","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"OK","intcode":"21","blocnote":"05 June 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T15:32:00-04:00","old_int_code":"12","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25A01213","temp_intcode_for_auto_old_int_code":"21","phone_2":"4054647447","last_infoline_date_type":"2023-07-08","last_act_type":"2023-07-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"taxresearch@paycomonline.com","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"35436","email":"neetukang334@gmail.com","first_name":"Navneet","last_name":"Kang","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Navneet Kang","language":"English","canceldate":"2023-07-11","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02465","new_member_date_2":"2022-05-26","phone_2":"6047714007","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313375","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02465","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-25","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"P","pf1_completion_date":"2022-10-12","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"neetukang334@gmail.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"36003","email":"angelevallieres@gmail.com","first_name":"Angele","last_name":"Vallieres","phone":"6138780801","orgname":"Ottawa Refacing","customer_acct_name":"Ottawa Refacing","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Angele Vallieres","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"L25C01020","new_member_date_2":"2020-09-09","phone_2":"6133257522","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"282015","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C01020","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-10-31","last_act_type":"2023-08-16","pcl_status":"F","pcl_completion_date":"2022-02-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"angelevallieres@gmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"34499","email":"emmazheng2000@gmail.com","first_name":"Lingyun","last_name":"Zheng","phone":"4389283688","orgname":"Apextech Ltee.","customer_acct_name":"Apextech Ltee.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"320122","full_name":"Lingyun Zheng","do_id":"L25A01247","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"438","members_type":"AST","new_member_date_2":"2023-04-06","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"QC","intcode":"21","blocnote":"june 6 2025 just answered the one question","dhmsfin_telemarketing_last_contacted_date":"2025-06-06T09:27:00-04:00","onesentencenotrenewed":"my company is very small. I didn't find it beneficial for me.","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A01247","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"emmazheng2000@gmail.com","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"35683","email":"vanessaprussin@gmail.com","first_name":"Vanessa","last_name":"Prussin","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Vanessa Prussin","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C01234","new_member_date_2":"2020-08-05","cert_status":"PENDING","phone_2":"2506862380","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290929","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C01234","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-28","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-03-22","pf2_status":"P","pf2_completion_date":"2021-08-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-08","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"vanessaprussin@gmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"35746","email":"zwn_liameegracie@yahoo.com","first_name":"Mary","last_name":"Estuye","phone":"7807335000","orgname":"PCL Constructors Inc.","customer_acct_name":"PCL Constructors Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Mary Grace Estuye, PCP","language":"English","canceldate":"2023-07-21","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","new_member_date_2":"2022-01-10","cert_status":"ACTIVE","phone_2":"7802983517","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"280103","organization_id":"9188","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O04537","old_do_id":"LB2507775","last_act_type":"2024-04-30","company_paid_thru":"2026-11-30","pcl_status":"P","pcl_completion_date":"2019-12-08","pf1_status":"P","pf1_completion_date":"2022-05-15","pf2_status":"P","pf2_completion_date":"2023-01-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-05-12","number_of_passed_courses":"4","paid_thru":"2026-11-30","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25O04537","date_of_renewal_identification":"2026-05-28","npi_email_temp":"zwn_liameegracie@yahoo.com","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pcl_completion_date_5":"2024-12-08","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34440","email":"lindafraser1542@gmail.com","first_name":"Linda","last_name":"Fraser","phone":"2503876121","orgname":"Domaine de Chaberton Estates Limited Partnership","customer_acct_name":"Domaine de Chaberton Estates Limited Partnership","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"284202","full_name":"Linda Fraser","do_id":"L25A01015","language":"English","canceldate":"2021-02-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2020-01-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"0","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 She started with the survey but her boss was calling so she couldn't continue - she said it's been a very long time she can't remember details\n2026 May 08 call reached winery automated system, no message left, will call back later\n2026 May 11 call reached wrong person, not Linda, call ended without renewal discussion.\n2026 May 13 call answered by automated system at Chabert ton Estate Winery, no human contact reached.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:08:25-04:00","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A01015","temp_intcode_for_auto_old_int_code":"08","phone_2":"8006637867","old_int_code":"08","last_act_type":"2019-12-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lindafraser1542@gmail.com","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-13T14:08:25-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The call was made to speak with Linda regarding the National Payroll Institute membership, but it was answered by an automated system for Chabert ton Estate Winery. The agent attempted to reach Linda but was unable to connect with a human contact.","aitm_callsummarytitle":"Call answered by automated system, no human reached","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a563bbf93657e7a2c2ea3bdbdb4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a563bbf93657e7a2c2ea3bdbdb4","number_of_calls_reached":"3","mini_nps":"3","onesentencenotrenewed":"Contact was not reached; call answered by an automated system.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Call answered by automated system, no human contact reached.","age_range":"Preferred not to say"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"299919","full_name":"Emily Charles","language":"English","canceldate":"2022-06-02","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2021-04-07","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"SK","intcode":"21","blocnote":"June 3 2025 vm\r\nAug 21 2025 not in today call Monday\r\nAug 28 2025 no answer\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 voicemail reached, no contact made\n2026 May 11 contact not available, no return date for Emily\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no message left\n2026 May 15 contact informed Emily is on extended sick leave and offered to transfer to supervisor.\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 contact declined to participate in survey and did not renew - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T12:12:08-04:00","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A01125","temp_intcode_for_auto_old_int_code":"21","phone_2":"3064205355","last_act_type":"2021-07-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"echarles@llrib.ca","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","called_by":"Tri","aitm_status_called":"2026-05-19T12:27:02-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent called Emily to discuss her lapsed Associate membership with the National Payroll Institute and requested to ask a few questions about her membership experience. Emily declined to participate in the survey and ended the conversation shortly after.","aitm_callsummarytitle":"User declined survey and renewal discussion","notrenewedwanttorenew":"No","mini_nps":"1","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_fff39b37cfdce782d8c16c857d3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fff39b37cfdce782d8c16c857d3","onesentencenotrenewed":"User declined to participate in the survey and did not express interest in renewing.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Declined to provide reason for not renewing.","age_range":"Preferred not to say","number_of_calls_reached":"3","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01125"}},"seriesid":"163"}
{"contact":{"id":"35311","email":"hmanvir@yahoo.com","first_name":"Manvir","last_name":"Heer","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Manvir Heer","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C02453","new_member_date_2":"2022-05-24","phone_2":"5193128250","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313279","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02453","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-23","pcl_status":"F","pcl_completion_date":"2022-09-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hmanvir@yahoo.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"35606","email":"nstanton@alltasks.ca","first_name":"Nancy","last_name":"Stanton","phone":"4036635914","orgname":"All Tasks Services Ltd.","customer_acct_name":"All Tasks Services Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nancy Stanton, CPB","language":"English","canceldate":"2024-05-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01497","new_member_date_2":"2021-03-17","phone_2":"5872155721","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"299094","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C01497","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-01","pcl_status":"P","pcl_completion_date":"2021-08-08","pf1_status":"F","pf1_completion_date":"2024-02-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"nstanton@alltasks.ca","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"36519","email":"ds.sachar577@gmail.com","first_name":"Dilpreet","last_name":"Sachar","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Dilpreet Sachar","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02310","new_member_date_2":"2022-04-28","phone_2":"6473897505","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"312198","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C02310","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-28","pcl_status":"F","pcl_completion_date":"2022-08-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ds.sachar577@gmail.com","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"34377","email":"colleen.smith@ranchehrlo.ca","first_name":"Colleen","last_name":"Smith","phone":"3067511859","orgname":"Ranch Ehrlo Society","customer_acct_name":"Ranch Ehrlo Society","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"315629","full_name":"Colleen Smith","do_id":"L25A01218","language":"English","canceldate":"2023-10-03","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2022-08-16","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"SK","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2026-02-25T13:59:33-05:00","blocnote":"June 5 2025 changed number vm\r\nAug 28 2025 vm\n2026 Feb 25 brief contact with Colleen, call ended early without survey or renewal discussion","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A01218","temp_intcode_for_auto_old_int_code":"15","phone_2":"3065398267","last_act_type":"2022-04-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"colleen.smith@ranchehrlo.ca","aitm_status_called":"2026-02-25T13:59:33-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Colleen and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. The user responded but the call ended shortly after without further conversation or survey questions.","aitm_callsummarytitle":"Brief call with lapsed member, no survey completed","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","number_of_calls_reached":"1","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"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":"2021-07-11","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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"35515","email":"sprout670@yahoo.com","first_name":"Eun","last_name":"Noh","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Eun Jung Noh","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C00973","new_member_date_2":"2019-08-20","cert_status":"PENDING","phone_2":"5146324175","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"279090","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C00973","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-22","pcl_status":"P","pcl_completion_date":"2019-12-03","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":"2021-03-08","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"sprout670@yahoo.com","pcl_completion_date_5":"2024-12-03","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"34594","email":"lucienne_kt@yahoo.fr","first_name":"Tanoh","last_name":"Agkpo","phone":"5149948990","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"323456","full_name":"Tanoh Lucienne Kangah Agkpo","do_id":"L25A01269","language":"French","canceldate":"2024-06-04","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2023-04-03","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-03-31","intcode":"06","blocnote":"LN. 15 sept 2025 demande a \u00eatre rappeler apr\u00e8s 15 hrs 30\n2026 May 08 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:27-04:00","temp_do_id_for_auto_old_do_id":"L25A01269","temp_intcode_for_auto_old_int_code":"6","phone_2":"5149948990","last_act_type":"2023-06-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lucienne_kt@yahoo.fr","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:27-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","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","session_id":"call_c583967d888d73d8ebc5abfa948","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c583967d888d73d8ebc5abfa948"}},"seriesid":"163"}
{"contact":{"id":"35564","email":"kate.ballantinebolton@gmail.com","first_name":"Kate","last_name":"Ballantine","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kate Ballantine","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"705","members_type":"CAND","do_id":"L25C02223","new_member_date_2":"2022-07-28","phone_2":"7053235028","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"311549","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C02223","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-28","pcl_status":"F","pcl_completion_date":"2022-11-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kate.ballantinebolton@gmail.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34267","email":"hazymsw@gmail.com","first_name":"Hazuki","last_name":"Yamasawa","phone":"2503801602","orgname":"Victoria Shipyards","customer_acct_name":"Victoria Shipyards","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"187923","full_name":"Hazuki Yamasawa","do_id":"L25A00692","language":"English","canceldate":"2022-04-02","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2012-02-17","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"16","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","cpa_certification":"PCP","intcode":"06","blocnote":"04 June 2025 VM\r\nLN \/ 15 September 2025 VM\n2026 May 08 voicemail reached at Victoria Shipyards, no human interaction\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail at Victoria Shipyard\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 - call reached voicemail at Victoria Shipyard, no contact made\n2026 May 13 - call reached voicemail, no contact made\n2026 May 15 call reached voicemail at Victoria Shipyard\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","pds_july":"16","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A00692","temp_intcode_for_auto_old_int_code":"6","pds_august":"16","phone_2":"2504151883","pds_september":"16","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-09-08","pf1_status":"P","pf1_completion_date":"2011-10-12","pf2_status":"P","pf2_completion_date":"2011-11-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-11-09","number_of_passed_courses":"4","pds_october":"16","trc":"False","wera":"False","pds_november":"16","npi_email_temp":"hazymsw@gmail.com","pcl_completion_date_5":"2016-09-08","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:32-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached the user's 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","session_id":"call_c8c3378e67b0e13a44ae0c914a4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c8c3378e67b0e13a44ae0c914a4"}},"seriesid":"163"}
{"contact":{"id":"35440","email":"taylor.orr@hotmail.ca","first_name":"Taylor","last_name":"Orr","phone":"4169072571","orgname":"Oxford College of Arts Business and Technology","customer_acct_name":"Oxford College of Arts Business and Technology","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Taylor Orr","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C02212","new_member_date_2":"2022-06-09","phone_2":"7053442176","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"311440","paid_thru":"2023-05-31","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":"L25C02212","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-08","pcl_status":"P","pcl_completion_date":"2022-05-29","pf1_status":"P","pf1_completion_date":"2022-09-25","pf2_status":"P","pf2_completion_date":"2022-07-17","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"taylor.orr@hotmail.ca","pcl_completion_date_5":"2027-05-29","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"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":"2024-05-04","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"34236","email":"comptabilite.natachagagnon@gmail.com","first_name":"Natacha","last_name":"Gagnon","phone":"4184060998","orgname":"Gestion et Comptabilit\u00e9 Natacha Gagnon Inc.","customer_acct_name":"Gestion et Comptabilit\u00e9 Natacha Gagnon Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"325419","full_name":"Natacha Gagnon","do_id":"L25A01286","language":"French","canceldate":"2024-07-03","time_zone":"2","area_code":"418","members_type":"AST","new_member_date_2":"2023-05-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-04-30","intcode":"15","blocnote":"21 aout 2025 bv\n2026 May 08 call ended due to inactivity with no clear communication or renewal intent.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:56-04:00","temp_do_id_for_auto_old_do_id":"L25A01286","temp_intcode_for_auto_old_int_code":"15","phone_2":"4182640692","last_act_type":"2023-05-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"comptabilite.natachagagnon@gmail.com","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:56-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach the contact named Natacha multiple times but was met with inaudible responses and no clear communication. The call ended due to inactivity without any successful interaction or task completion.","aitm_callsummarytitle":"Call ended due to inactivity with no communication","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear communication or renewal intent expressed due to inaudible responses.","initialvalue":"Other","othermemberbenefit":"No clear reason provided due to inaudible responses.","old_int_code":"6","astotherreasonsnottorenew":"No clear reason provided due to inaudible responses.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_acb311a0042876907ef41bda0cc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_acb311a0042876907ef41bda0cc","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35820","email":"ralpcreencia@gmail.com","first_name":"Ralp","last_name":"Creencia","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ralp Creencia","language":"English","canceldate":"2023-08-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02503","new_member_date_2":"2022-06-08","phone_2":"7802882944","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313621","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":"L25C02503","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-06","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-11-09","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ralpcreencia@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"34447","email":"julia.loganathan@libertymutual.com","first_name":"Julia","last_name":"Loganathan","phone":"4168475990","orgname":"Liberty Mutual","customer_acct_name":"Liberty Mutual","tags":"250609 phone cannot be recovered, AI Contacts sent to TM 2026, 251120 changed int_code to 99","ip4":"127.0.0.1","fields":{"individual_id":"318317","full_name":"Julia Shalini Loganathan","do_id":"AST02402","language":"English","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2025-10-27","lead_status":"Renewed AST","no_email_solicitation":"False","pipeline_1_lapsed_members":"Renewed lapsed","province":"ON","intcode":"10","blocnote":"May 11 2026 advised to call back later 416-646-8014","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:46:00-04:00","old_int_code":"06","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"AST02402","temp_intcode_for_auto_old_int_code":"10","phone_2":"6472959247","last_infoline_date_type":"2026-02-04","last_act_type":"2026-02-04","date_of_renewal_identification":"2025-10-29","old_do_id":"L25A01235","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","telemarketing_call_date":"2026-05-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"julia.loganathan@libertymutual.com","pcl_status":"E","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"36138","email":"anujajegan@hotmail.com","first_name":"Anuja","last_name":"Jegan","phone":"9057124004","orgname":"Rexel Canada","customer_acct_name":"Rexel Canada","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Anuja Jegan","language":"English","canceldate":"2023-11-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C02806","new_member_date_2":"2026-03-16","phone_2":"5145533894","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315761","paid_thru":"2027-02-28","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C02806","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-04-21","pcl_status":"P","pcl_completion_date":"2022-12-11","pf1_status":"F","pf1_completion_date":"2025-02-18","pf2_status":"F","pf2_completion_date":"2025-02-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"anujajegan@hotmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","last_infoline_date_type":"2026-04-21"}},"seriesid":"163"}
{"contact":{"id":"35685","email":"anuja.indirakumar@gmail.com","first_name":"Anuja","last_name":"Indirakumar","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Anuja Indirakumar","language":"English","canceldate":"2023-06-29","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C00989","new_member_date_2":"2019-09-03","phone_2":"4165784345","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"279860","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C00989","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-29","pcl_status":"P","pcl_completion_date":"2019-12-23","pf1_status":"P","pf1_completion_date":"2020-05-07","pf2_status":"P","pf2_completion_date":"2020-08-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"anuja.indirakumar@gmail.com","pcl_completion_date_5":"2024-12-23","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34450","email":"alison.giovannetti@gmail.com","first_name":"Alison","last_name":"Giovannetti","phone":"9025370701","orgname":"Day To Day Finance","customer_acct_name":"Day To Day Finance","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"284550","full_name":"Alison Giovannetti","do_id":"L25A01018","language":"English","canceldate":"2021-03-02","time_zone":"1","area_code":"902","members_type":"AST","new_member_date_2":"2020-01-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"NS","intcode":"04","blocnote":"june 6 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 Feb 26 reached voicemail, no contact with Alison Giovannetti","dhmsfin_telemarketing_last_contacted_date":"2026-02-26T14:16:20-05:00","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A01018","temp_intcode_for_auto_old_int_code":"04","last_infoline_date_type":"2020-10-01","last_act_type":"2020-02-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"alison.giovannetti@gmail.com","aitm_status_called":"2026-02-26T14:16:20-05:00","number_of_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Alison Giovannetti on behalf of the National Payroll Institute but reached voicemail and was unable to connect with the contact. No further conversation or actions were completed during the call.","aitm_callsummarytitle":"Voicemail reached, 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\/12\/2020","latest_paid_thru":"2020-12-31"}},"seriesid":"163"}
{"contact":{"id":"35167","email":"shero1117@hotmail.com","first_name":"Zhenzhen","last_name":"Yang","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Zhenzhen Yang","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C00939","new_member_date_2":"2019-06-18","phone_2":"7783192008","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"277267","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C00939","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-08","pcl_status":"P","pcl_completion_date":"2019-10-21","pf1_status":"P","pf1_completion_date":"2019-09-15","pf2_status":"P","pf2_completion_date":"2020-10-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"shero1117@hotmail.com","pcl_completion_date_5":"2024-10-21","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"34904","email":"jennifer.roy-parise@rona.ca","first_name":"Jennifer","last_name":"Roy-Parise","phone":"5145995900","orgname":"Rona Inc.","customer_acct_name":"Rona Inc.","tags":"250425 Renewed Lapsed, WR250416, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Jennifer Roy-Parise","members_type":"CORP","organization_id":"39774","coidnewmbrdate":"2000-01-08","city_1":"Boucherville","province":"QC","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","extension_phone_1":"4805","area_code":"514","phone_2":"4383931669","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","origin":"2023 lapsed Members","found":"DO4 Phone","individual_id":"240773","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2505598","pds_august":"1","pds_september":"1","last_infoline_date_type":"2022-07-28","last_act_type":"2025-11-04","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2016-06-07","pf1_status":"P","pf1_completion_date":"2017-02-19","number_of_passed_courses":"2","pds_october":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pds_november":"1","do_id":"LB2505598","old_do_id":"LB2502785","npi_email_temp":"jennifer.roy-parise@rona.ca","pcl_completion_date_5":"2021-06-07","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34826","email":"balwinderkaur976@gmail.com","first_name":"Balwinder","last_name":"Kaur","phone":"2049412195","orgname":"Air Canada","customer_acct_name":"Air Canada","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"345856","full_name":"Balwinder Kaur","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2025-03-25","coidnewmbrdate":"1980-05-01","city_1":"Winnipeg","province":"MB","language":"English","time_zone":"3","area_code":"204","phone_2":"6478967913","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2504459","organization_id":"5820","old_do_id":"LB2504459","last_act_type":"2025-04-25","company_paid_thru":"2026-05-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2025-07-02","pf1_status":"P","number_of_passed_courses":"2","trc":"True","wera":"False","pf1_completion_date":"2025-11-25","npi_email_temp":"balwinderkaur976@gmail.com","pcl_completion_date_5":"2030-07-02","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35829","email":"pasaysherwin@gmail.com","first_name":"Sherwin","last_name":"Pasay","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sherwin Pasay","language":"English","canceldate":"2023-08-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02504","new_member_date_2":"2022-06-08","phone_2":"4036075875","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313622","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":"L25C02504","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-06","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"F","pf1_completion_date":"2022-11-09","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"pasaysherwin@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"35653","email":"doris.ormachea@gmail.com","first_name":"Doris","last_name":"Aliaga","phone":"","orgname":"Pru-homme","customer_acct_name":"Pru-homme","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Doris Soya Ormachea Aliaga","language":"French","canceldate":"2023-07-11","time_zone":"2","area_code":"450","members_type":"CAND","do_id":"L25C00986","new_member_date_2":"2026-03-05","phone_2":"4508447288","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"279664","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"L25C00986","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2021-08-07","last_act_type":"2026-05-03","pcl_status":"P","pcl_completion_date":"2021-10-10","pf1_status":"F","pf1_completion_date":"2022-12-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"doris.ormachea@gmail.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"35020","email":"thila8_ed@yahoo.com","first_name":"Edirisinghe","last_name":"Edirisinghe","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Edirisinghe Thilanka Edirisinghe","language":"English","canceldate":"2023-04-04","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C00925","new_member_date_2":"2019-05-14","cert_status":"PENDING","phone_2":"4168774180","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"276062","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25C00925","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-04","pcl_status":"P","pcl_completion_date":"2019-08-19","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":"2022-04-01","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"thila8_ed@yahoo.com","pcl_completion_date_5":"2024-08-19","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"35393","email":"zhusu612@gmail.com","first_name":"Su","last_name":"Zhu","phone":"4169698510","orgname":"Native Child & Family Services","customer_acct_name":"Native Child & Family Services","tags":"WR250521, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Su Zhu, PCP","language":"English","canceldate":"2023-02-24","cpa_certification":"PCP","extension_phone_1":"3245","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2021-03-25","cert_status":"ACTIVE","phone_2":"6475330612","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","coidnewmbrdate":"2029-10-09","city_1":"Oakville","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","individual_id":"298472","organization_id":"160713","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2507764","last_act_type":"2026-12-01","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2021-06-21","pf1_status":"P","pf1_completion_date":"2021-09-26","pf2_status":"P","pf2_completion_date":"2022-01-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-02-17","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507764","old_do_id":"L25C01471","npi_email_temp":"zhusu612@gmail.com","pcl_completion_date_5":"2026-06-21","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34525","email":"donna.mckenzie@tisseur.com","first_name":"Donna","last_name":"McKenzie","phone":"8193221523","orgname":"Tisseur","customer_acct_name":"Tisseur","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"321781","full_name":"Donna McKenzie","do_id":"L25A01253","language":"French","canceldate":"2024-04-02","time_zone":"2","area_code":"819","members_type":"AST","new_member_date_2":"2023-02-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-01-31","intcode":"0","blocnote":"LN.15 sept 2025 n'est plus en poste\n2026 May 08 contact answered but Donna McKenzie no longer works here","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","temp_do_id_for_auto_old_do_id":"L25A01253","temp_intcode_for_auto_old_int_code":"08","last_act_type":"2023-12-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"donna.mckenzie@tisseur.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Donna McKenzie but was informed by the person who answered that Donna McKenzie no longer works at that number and is not available. The call ended after confirming this information.","aitm_callsummarytitle":"Contact not available - Donna McKenzie no longer works here","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5c0724a3fe79cadb4167f1a7d3f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5c0724a3fe79cadb4167f1a7d3f","number_of_calls_reached":"1","phone_2":"5149291622"}},"seriesid":"163"}
{"contact":{"id":"35490","email":"roseanne123@hotmail.com","first_name":"Roseanne","last_name":"Portal","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Roseanne Portal","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01483","new_member_date_2":"2021-03-08","phone_2":"5147270783","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"298785","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C01483","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-03-29","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":"roseanne123@hotmail.com","pcl_completion_date_5":"2026-06-28","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"35351","email":"brenalyn.gumpal@gmail.com","first_name":"Brenalyn","last_name":"Gumpal","phone":"4166459408","orgname":"CDI College North York Campus","customer_acct_name":"CDI College North York Campus","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Brenalyn Dyzrel Gumpal","language":"English","canceldate":"2023-10-03","extension_phone_1":"2022","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C02457","new_member_date_2":"2022-08-04","phone_2":"6474725430","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313311","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C02457","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-08","pcl_status":"P","pcl_completion_date":"2022-07-11","pf1_status":"P","pf1_completion_date":"2022-11-09","pf2_status":"P","pf2_completion_date":"2022-08-28","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"brenalyn.gumpal@gmail.com","pcl_completion_date_5":"2027-07-11","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34787","email":"dwishart@pwsd.ca","first_name":"Donalda","last_name":"Wishart","phone":"2048422100","orgname":"Park West School Division","customer_acct_name":"Park West School Division","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"91329","full_name":"Donalda Wishart","do_id":"L25A00576","language":"English","canceldate":"2024-08-02","time_zone":"3","area_code":"204","members_type":"AST","new_member_date_2":"2005-06-27","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"MB","intcode":"0","blocnote":"june 10 2025 she doesnt work there anymore\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 reached voicemail of Val Harris\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail of Val Harris\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 reached voicemail of Val Harris\n2026 May 15 call attempted but no answer\n2026 May 19 call reached voicemail, no human interaction\n2026 May 19 call reached voicemail, no human interaction\n2026 May 21 contact informed Donalda no longer works here, no new contact info provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:12:03-04:00","old_int_code":"08","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A00576","temp_intcode_for_auto_old_int_code":"08","phone_2":"2047733107","last_act_type":"2023-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dwishart@pwsd.ca","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-21T11:12:03-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"11","npi_transcriptsummary":"The agent called to speak with Donalda but was informed that she no longer works at the number called. The user did not have updated contact information, and the call ended shortly after.","aitm_callsummarytitle":"Contact Not Available - No Updated Info","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d31a64b7622eccbeba050d7b91d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d31a64b7622eccbeba050d7b91d","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"34749","email":"ranjit6_ginu@yahoo.ca","first_name":"Ranjit","last_name":"Kaler","phone":"4164188538","orgname":"Tag","customer_acct_name":"Tag","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"234357","full_name":"Ranjit Kaler","do_id":"L25A00814","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2015-05-11","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"10","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 contact busy, callback scheduled for 2026-05-09 09:00 - NPI# 34749","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:46-04:00","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A00814","temp_intcode_for_auto_old_int_code":"10","phone_2":"4167438272","last_act_type":"2022-04-30","pcl_status":"P","pcl_completion_date":"2015-07-06","pf1_status":"P","pf1_completion_date":"2015-12-21","pf2_status":"P","pf2_completion_date":"2016-07-04","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"ranjit6_ginu@yahoo.ca","pcl_completion_date_5":"2020-07-06","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:21:43-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called Ranjit to discuss his lapsed Associate membership with the National Payroll Institute. Ranjit was busy and requested a callback, which was scheduled for the next morning. The call ended with the agent confirming the callback time and closing politely.","aitm_callsummarytitle":"Callback Scheduled for Membership Discussion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3aa67841963e277c2664c1b630d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3aa67841963e277c2664c1b630d","npi_call_back_date_and_time":"2026-05-09T09:00:00-04:00","npi_call_back_time_hour":"09","npi_call_back_time_minute":"00","mini_nps":"3","onesentencenotrenewed":"Contact was busy and requested a callback, no renewal decision made.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"6","astotherreasonsnottorenew":"Busy at the time of call, requested callback.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"35317","email":"plachiau@hotmail.com","first_name":"Samantha","last_name":"Alamilla","phone":"","orgname":"The Canadian Forces Morale and Welfare Services\u2019","customer_acct_name":"The Canadian Forces Morale and Welfare Services\u2019","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Samantha Guevara Alamilla","language":"English","canceldate":"2023-04-04","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C01462","new_member_date_2":"2021-02-16","phone_2":"2049141449","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"298084","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C01462","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-03","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2022-06-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"plachiau@hotmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"35928","email":"lizhawley22@gmail.com","first_name":"Elizabeth","last_name":"Hawley","phone":"5194427900","orgname":"ABC Recreation Ltd.","customer_acct_name":"ABC Recreation Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Elizabeth Hawley","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C02514","new_member_date_2":"2022-06-06","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313747","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C02514","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lizhawley22@gmail.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"35134","email":"muhammad.mansour@aol.com","first_name":"Muhammad","last_name":"Nassar","phone":"6042732880","orgname":"ULI","customer_acct_name":"ULI","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Muhammad Nassar","language":"English","canceldate":"2023-10-03","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C01689","new_member_date_2":"2021-08-17","phone_2":"6048126432","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304078","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01689","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-19","pcl_status":"P","pcl_completion_date":"2021-12-23","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":"muhammad.mansour@aol.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"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","latest_paid_thru":"2026-03-31"}},"seriesid":"163"}
{"contact":{"id":"35338","email":"mlehikoinen@p3vetpartners.ca","first_name":"Monica","last_name":"Whyton","phone":"2894403706","orgname":"P3 Vet Partners Inc.","customer_acct_name":"P3 Vet Partners Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Monica Whyton","language":"English","canceldate":"2023-12-02","time_zone":"2","area_code":"289","members_type":"AST","do_id":"L25A01397","new_member_date_2":"2022-10-31","pds_april":"3","phone_2":"2894403706","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"81544","intcode":"15","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 Survey completed\n2026 May 08 call reached voicemail, no human answer\n2026 May 08 call reached gatekeeper, no contact with Monica Whyton\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 contact answered but did not complete survey, requested callback time","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:45-04:00","pds_july":"3","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A01397","temp_intcode_for_auto_old_int_code":"15","pds_august":"3","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":"her 2 colleagues are members","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","old_int_code":"06","pds_september":"3","last_infoline_date_type":"2024-02-03","last_act_type":"2024-02-03","pcl_status":"P","pcl_completion_date":"2015-10-06","number_of_passed_courses":"1","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"mlehikoinen@p3vetpartners.ca","pcl_completion_date_5":"2020-10-06","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-11T11:26:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent reached Monica regarding her lapsed Associate membership with the National Payroll Institute and attempted to conduct a survey about her membership experience. Monica expressed that she did not have time to continue the call and the agent asked for a callback time.","aitm_callsummarytitle":"Contact declined to continue survey due to time constraints","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_c45be4938ca5677309404443e9c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c45be4938ca5677309404443e9c","onesentencenotrenewed":"Contact did not have time to continue the call.","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"35130","email":"zarinaarghandehwal@gmail.com","first_name":"Zarina","last_name":"Arghandehwal","phone":"6043071741","orgname":"Lilaac Services Inc.","customer_acct_name":"Lilaac Services Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Zarina Arghandehwal","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02435","new_member_date_2":"2022-05-26","phone_2":"9514463322","province":"CA","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313106","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C02435","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-02","pcl_status":"F","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2023-03-06","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"zarinaarghandehwal@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"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, TMAI","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":"15","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 call reached Amber, introduction made, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:00-04:00","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25A00983","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2022-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:00-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Amber and introduced herself, explaining the purpose of the call regarding Amber's 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":"Introduction call to Amber 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","session_id":"call_ac56961e1875c9c8746b1858f93","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ac56961e1875c9c8746b1858f93","number_of_calls_reached":"1"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no human contact\n2026 May 08 call reached gatekeeper, no direct contact with Cecelia\n2026 May 11 call reached voicemail, no contact with Cecelia\n2026 May 11 call reached voicemail, no contact with Cecelia\n2026 May 13 call reached voicemail\n2026 May 13 call attempted but no answer\n2026 May 15 call reached voicemail of Cecilia Tania\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail of Cecilia Tamia\n2026 May 25 call reached voicemail, no human interaction\n2026 May 25 reached voicemail of Cecilia T.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T18:07:09-04:00","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A00774","temp_intcode_for_auto_old_int_code":"06","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","latest_paid_thru":"2022-07-31","called_by":"Tri","aitm_status_called":"2026-05-25T18:22:06-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"14","npi_transcriptsummary":"The call reached the voicemail of Cecilia T. 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","session_id":"call_f2f6d154694a434dbff113b5f1c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f2f6d154694a434dbff113b5f1c","old_int_code":"05","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"35405","email":"maria_zyrell@yahoo.com","first_name":"Zyrell","last_name":"Henckel","phone":"","orgname":"AstenJohnson Inc.","customer_acct_name":"AstenJohnson Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Zyrell Henckel","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"L25C02462","new_member_date_2":"2026-03-25","phone_2":"6132630947","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313346","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"L25C02462","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-12-07","last_act_type":"2026-03-25","pcl_status":"F","pcl_completion_date":"2024-09-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"maria_zyrell@yahoo.com","pcl_completion_date_5":"2029-09-03","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"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, TMAI","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":"14","blocnote":"June 3 2025 Call back later\r\nJune 4 2025 vm\r\nSept 3 2025 vm\n2026 May 08 call reached automated system, no human contact\n2026 May 08 call reached voicemail not initialized by customer\n2026 May 11 call reached voicemail, no contact with Seema\n2026 May 11 contact satisfied with membership but prefers to renew online directly with Institute.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:45-04:00","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A00371","temp_intcode_for_auto_old_int_code":"14","phone_2":"6479874243","last_infoline_date_type":"2025-03-04","last_act_type":"2025-03-04","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","latest_paid_thru":"2023-06-30","called_by":"Tri","aitm_status_called":"2026-05-11T11:26:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent spoke with Seema regarding her lapsed Associate membership with the National Payroll Institute. Seema expressed satisfaction with her membership but chose not to renew at this time, preferring to renew online directly with the Institute. The agent completed the survey and closed the call politely.","aitm_callsummarytitle":"Membership renewal discussion with Seema","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_9218780c5d49c8ce9899a9b33ee","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9218780c5d49c8ce9899a9b33ee","number_of_calls_reached":"2","notrenewedwanttorenew":"Yes","mini_nps":"5","onesentencenotrenewed":"Prefers to renew online directly with the Institute rather than through a call.","initialvalue":"Designation","astotherreasonsnottorenew":"Prefers to call online and process payment directly with the Institute rather than through a call.","age_range":"31-45"}},"seriesid":"163"}
{"contact":{"id":"34759","email":"mtavares@traine.ca","first_name":"Melissa","last_name":"Tavares","phone":"7784844949","orgname":"Traine Construction","customer_acct_name":"Traine Construction","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"331271","full_name":"Melissa Tavares","do_id":"L25A01318","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"778","members_type":"AST","new_member_date_2":"2023-11-08","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"16","blocnote":"June 10 2025 vm\r\nAug 28 2025  She no longer works at the company.\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 voicemail reached, no human answered\n2026 May 13 contact informed Melissa Kavar no longer works at Trane Construction for over a year","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:26-04:00","paid_thru":"2024-10-31","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A01318","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2026-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mtavares@traine.ca","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-13T13:08:26-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called to speak with Melissa Tavares but was informed by Lila that Melissa Kavar has not been working at Trane Construction for over a year 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","session_id":"call_68f58a162bc66f7897e667c4e89","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_68f58a162bc66f7897e667c4e89","number_of_calls_reached":"1"}},"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":"15","blocnote":"21 aout 2025 bv\n2026 May 08 call started, identity confirmation attempted, call ended early with inaudible user response","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:55-04:00","temp_do_id_for_auto_old_do_id":"L25A00430","temp_intcode_for_auto_old_int_code":"15","phone_2":"8198505860","last_act_type":"2021-06-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lemirenath@gmail.com","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:55-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Nathalie and introduced herself as Ellen from the National Payroll Institute. The call was very brief with mostly inaudible speech from the user, and the agent started to mention the membership lapse before the call ended.","aitm_callsummarytitle":"Attempted contact with Nathalie regarding membership lapse","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7e9ebc5f858c21d7ab28534c979","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7e9ebc5f858c21d7ab28534c979","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34589","email":"hodgsonbl17@gmail.com","first_name":"Brenda","last_name":"Hodgson","phone":"9023885429","orgname":"Field & Fodder Farm","customer_acct_name":"Field & Fodder Farm","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"224829","full_name":"Brenda Hodgson","do_id":"L25A00768","language":"English","canceldate":"2022-04-02","time_zone":"1","area_code":"902","members_type":"AST","new_member_date_2":"2018-02-01","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"PE","cpa_certification":"PCP","intcode":"16","blocnote":"June 11 2025 vm\r\nLN \/ 02 October 2025 VM\n2026 Feb 26 call reached voicemail, no contact made\n2026-02-26 invalid phone destination","dhmsfin_telemarketing_last_contacted_date":"2026-02-26T14:31:59-05:00","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A00768","temp_intcode_for_auto_old_int_code":"16","phone_2":"9026041146","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-09-25","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":"2019-04-16","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"hodgsonbl17@gmail.com","aitm_status_called":"2026-02-26T14:42:03-05:00","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, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","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":"2019-09-25","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31"}},"seriesid":"163"}
{"contact":{"id":"34997","email":"selena_vvc@hotmail.com","first_name":"Hui","last_name":"Shen","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Hui Shen","language":"English","canceldate":"2023-10-03","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01673","new_member_date_2":"2021-08-10","phone_2":"7788695988","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"303522","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01673","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-09","pcl_status":"P","pcl_completion_date":"2021-10-24","pf1_status":"P","pf1_completion_date":"2022-01-02","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"selena_vvc@hotmail.com","pcl_completion_date_5":"2026-10-24","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35399","email":"jessenunns@gmail.com","first_name":"Jesse","last_name":"Nunns","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jesse Nunns","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C01719","new_member_date_2":"2021-09-01","phone_2":"5196579415","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304496","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01719","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-08","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2022-05-01","pf2_status":"P","pf2_completion_date":"2022-08-28","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"jessenunns@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
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{"contact":{"id":"34526","email":"guilbault.chantale@gmail.com","first_name":"Chantale","last_name":"Guilbault","phone":"5145019790","orgname":"Groupe Komplice Inc.","customer_acct_name":"Groupe Komplice Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"221509","full_name":"Chantale Guilbault","language":"French","canceldate":"2022-03-02","time_zone":"2","area_code":"514","members_type":"CORP","new_member_date_2":"2014-01-28","lead_status":"Renewed Lapsed","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Renewed lapsed","province":"QC","organization_id":"292650","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"1","intcode":"99","blocnote":"LN.15 SEPT 2025 n'est pas disponible","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T09:44:00-04:00","temp_do_id_for_auto_old_do_id":"LB2505299","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","phone_2":"4502308951","date_of_renewal_identification":"2026-05-28","old_do_id":"L25O02152","old_int_code":"6","pds_september":"1","last_infoline_date_type":"2026-02-19","last_act_type":"2026-02-19","company_paid_thru":"2026-08-31","number_of_passed_courses":"0","pds_october":"1","paid_thru":"2026-08-31","trc":"False","wera":"False","pds_november":"1","do_id":"LB2505299","npi_email_temp":"guilbault.chantale@gmail.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34393","email":"michael.penman@payworks.ca","first_name":"Michael","last_name":"Penman","phone":"2047790537","orgname":"Payworks Inc.","customer_acct_name":"Payworks Inc.","tags":"PartnerAutomation, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"316426","full_name":"Michael Penman","do_id":"L25A01222","language":"English","canceldate":"2024-11-02","time_zone":"3","area_code":"204","members_type":"AST","new_member_date_2":"2022-09-08","lead_status":"Partner","no_email_solicitation":"False","pipeline_1_lapsed_members":"","province":"MB","pipeline_2_members_only_ast":"","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-17T10:17:00-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A01222","temp_intcode_for_auto_old_int_code":"6","phone_2":"2042989785","last_act_type":"2025-02-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"michael.penman@payworks.ca","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"34421","email":"dlarder@zorra.ca","first_name":"Diane","last_name":"Larder","phone":"5194852490","orgname":"Township of Zorra","customer_acct_name":"Township of Zorra","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"317537","full_name":"Diane Larder","do_id":"L25A01229","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2022-10-06","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"10","blocnote":"05 June 2025 On another line\r\nLN \/ 17 September 2025 In a meeting\n2026 May 08 contact not available, callback scheduled for Monday.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A01229","temp_intcode_for_auto_old_int_code":"10","phone_2":"5194251974","last_act_type":"2024-06-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dlarder@zorra.ca","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:00-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called the Township of Zohra and spoke with a representative who informed them that Diane was not in the office. The representative checked and said Diane would be back on Monday, and the agent decided to call back then instead of leaving a voicemail.","aitm_callsummarytitle":"Callback Scheduled for Diane","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not available and agent will call back on Monday.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"6","astotherreasonsnottorenew":"Contact not available, callback scheduled.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_712324a3b86639d2a4f4d1e106a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_712324a3b86639d2a4f4d1e106a","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35284","email":"palpragati540@gmail.com","first_name":"Pragati","last_name":"Pal","phone":"4375335551","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Pragati Pal","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C01458","new_member_date_2":"2023-06-06","phone_2":"4375335551","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"297896","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C01458","last_act_type":"2023-09-21","pcl_status":"P","pcl_completion_date":"2021-08-22","pf1_status":"F","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2023-12-18","number_of_passed_courses":"2","sendapplicationform":"2025-11-05T09:40:00-05:00","blocnote":"Nov 5 completed ( she will renew but not soon because she has personal stuff going on and she doesnt have time to focus on the courses","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T09:43:00-05:00","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":"Yes","membershipcostspecify":"","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"18 to 30 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":"palpragati540@gmail.com","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"36535","email":"meghana.suchak@yahoo.com","first_name":"Meghana","last_name":"Kanabar","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Meghana Kanabar","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"L25C00819","new_member_date_2":"2018-04-24","phone_2":"6134043954","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"262808","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C00819","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2020-03-03","last_act_type":"2022-12-03","pcl_status":"P","pcl_completion_date":"2018-08-05","pf1_status":"P","pf1_completion_date":"2018-10-21","pf2_status":"P","pf2_completion_date":"2019-01-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"meghana.suchak@yahoo.com","pcl_completion_date_5":"2023-08-05","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"35600","email":"ely_christeen@hotmail.com","first_name":"Chrestin","last_name":"Shakhrdemian","phone":"6476405558","orgname":"GTA Automatic Door Systems","customer_acct_name":"GTA Automatic Door Systems","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Chrestin Shakhrdemian","language":"English","canceldate":"2023-04-04","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C00981","new_member_date_2":"2020-02-14","cert_status":"PENDING","phone_2":"6475323647","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"279396","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C00981","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-01","pcl_status":"P","pcl_completion_date":"2019-11-07","pf1_status":"P","pf1_completion_date":"2019-11-08","pf2_status":"P","pf2_completion_date":"2019-12-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-24","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"ely_christeen@hotmail.com","pcl_completion_date_5":"2024-11-07","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"35747","email":"ttcnguyen193@gmail.com","first_name":"Thi","last_name":"Nguyen","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Thi Thu Cuc Nguyen","language":"English","canceldate":"2023-06-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01995","new_member_date_2":"2022-04-05","phone_2":"7786811406","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308675","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C01995","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-14","pcl_status":"P","pcl_completion_date":"2022-06-26","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2023-04-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ttcnguyen193@gmail.com","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"35615","email":"ailen.siplon@yahoo.com","first_name":"Ailen","last_name":"Siplon","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ailen Siplon","language":"English","canceldate":"2023-05-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02228","new_member_date_2":"2022-03-29","phone_2":"7807100696","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311563","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02228","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-28","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","trc":"True","wera":"False","npi_email_temp":"ailen.siplon@yahoo.com","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"34272","email":"chisholmbooks@gmail.com","first_name":"Bonnie","last_name":"Chisholm","phone":"7058792122","orgname":"Bonnie Chisholm","customer_acct_name":"Bonnie Chisholm","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"275132","full_name":"Bonnie Chisholm","do_id":"L25A00967","language":"English","canceldate":"2021-06-02","time_zone":"2","area_code":"705","members_type":"AST","new_member_date_2":"2019-04-12","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail, no conversation.\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail\n2026 May 11 call disconnected immediately after start, no conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:46-04:00","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A00967","temp_intcode_for_auto_old_int_code":"15","phone_2":"7057939523","last_act_type":"2020-01-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"chisholmbooks@gmail.com","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:36:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The call was very brief and disconnected almost immediately after initiation, with no conversation taking place.","aitm_callsummarytitle":"Call disconnected immediately","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No interaction to determine reason for not renewing.","initialvalue":"Other","othermemberbenefit":"No information provided.","astotherreasonsnottorenew":"No conversation occurred to determine reason.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_33d2714a2bb6d69736357d38b34","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_33d2714a2bb6d69736357d38b34","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36372","email":"uyenmaikhanh@gmail.com","first_name":"Uyen","last_name":"Mai","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Uyen Mai","language":"English","canceldate":"2023-07-11","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C01589","new_member_date_2":"2021-05-25","phone_2":"3065366819","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"301400","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C01589","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-29","pcl_status":"P","pcl_completion_date":"2021-10-10","pf1_status":"F","pf1_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"uyenmaikhanh@gmail.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"34620","email":"thind_08@hotmail.com","first_name":"Ashleen","last_name":"Thind","phone":"7782419595","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"290768","full_name":"Ashleen Thind","do_id":"L25A01068","language":"English","canceldate":"2022-03-02","time_zone":"5","area_code":"778","members_type":"AST","new_member_date_2":"2021-01-18","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"15","blocnote":"06 June 2025 Number not in service\r\nLN \/ 17 September 2025 she doesn't remember she was a member\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call started, agent introduced herself and mentioned lapsed membership, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:48-04:00","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25A01068","temp_intcode_for_auto_old_int_code":"15","phone_2":"7782419595","old_int_code":"06","last_act_type":"2021-01-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"thind_08@hotmail.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T13:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent reached Ashleen and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. The call was very brief and ended shortly after the introduction without further conversation or survey questions.","aitm_callsummarytitle":"Brief introduction about lapsed membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7a12c16db291901b60a8a15a085","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7a12c16db291901b60a8a15a085","mini_nps":"3","number_of_calls_reached":"1"}},"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":"2025-06-03","last_act_type":"2025-03-11","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"marinadanalina@live.com","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"35470","email":"mrouleau711@gmail.com","first_name":"Mika","last_name":"Yamada","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mika Yamada","language":"English","canceldate":"2023-07-04","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01215","new_member_date_2":"2020-07-15","cert_status":"PENDING","phone_2":"7789983205","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290401","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C01215","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-03-05","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":"2021-02-23","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"mrouleau711@gmail.com","pcl_completion_date_5":"2025-11-02","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"34851","email":"cfulton278@gmail.com","first_name":"Charlin","last_name":"Fulton","phone":"4038008221","orgname":"Heritage College","customer_acct_name":"Heritage College","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"345887","full_name":"Charlin Fulton","members_type":"CAND","new_member_date_2":"2025-01-02","city_1":"Sexsmith","province":"AB","language":"English","lead_status":"Renewed Lapsed","time_zone":"4","area_code":"403","phone_2":"7809333594","date_of_renewal_identification":"2026-02-11","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-12-31","last_infoline_date_type":"2025-05-30","last_act_type":"2026-09-02","pcl_status":"P","pcl_completion_date":"2025-04-17","pf1_status":"P","pf1_completion_date":"2025-06-23","number_of_passed_courses":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","temp_do_id_for_auto_old_do_id":"L25C08797","npi_email_temp":"cfulton278@gmail.com","pipeline_2_members_only_ast":"","old_do_id":"LB2504701","ln_entered_date":"2026-02-02","pf2_status":"E","pcl_completion_date_5":"2030-04-17","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
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{"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","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
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{"contact":{"id":"36216","email":"kaur30101993@gmail.com","first_name":"Ramandeep","last_name":"Kaur","phone":"7809304900","orgname":"Finning International","customer_acct_name":"Finning International","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ramandeep Kaur","language":"English","canceldate":"2024-09-04","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01281","new_member_date_2":"2023-07-13","phone_2":"8259773511","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"292143","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C01281","last_act_type":"2026-08-04","pcl_status":"P","pcl_completion_date":"2021-01-10","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2023-09-28","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025 not available","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T15:22:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"kaur30101993@gmail.com","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
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{"contact":{"id":"35561","email":"hello@rhondagreenbury.com","first_name":"Rhonda","last_name":"Ingram-Greenbury","phone":"6474965483","orgname":"LiveCA LLP","customer_acct_name":"LiveCA LLP","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Rhonda Ingram-Greenbury, PCP,Paralegal (LSO)","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","extension_phone_1":"7009","time_zone":"2","area_code":"647","members_type":"CORP","new_member_date_2":"2022-08-09","cert_status":"ACTIVE","phone_2":"7059702518","province":"ON","zerobounce_reason":"do_not_mail","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"315294","organization_id":"259363","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2505389","old_do_id":"LB2505389","last_infoline_date_type":"2025-05-27","last_act_type":"2025-05-27","company_paid_thru":"2026-12-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-04-16","pf2_status":"P","pf2_completion_date":"2024-06-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-05","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"hello@rhondagreenbury.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35011","email":"thadlindor@gmail.com","first_name":"Thadlin","last_name":"Lindor","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Thadlin Lindor","language":"French","canceldate":"2023-07-11","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C00924","new_member_date_2":"2019-05-24","phone_2":"5146610404","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"275992","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C00924","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-25","pcl_status":"P","pcl_completion_date":"2019-12-23","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":"thadlindor@gmail.com","pcl_completion_date_5":"2024-12-23","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"35662","email":"zhaoyuhang1966@gmail.com","first_name":"Yuhang","last_name":"Zhao","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yuhang Zhao","language":"English","canceldate":"2023-10-03","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01232","new_member_date_2":"2020-08-05","phone_2":"7788810559","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290914","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01232","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-08","pcl_status":"P","pcl_completion_date":"2020-10-18","pf1_status":"F","pf1_completion_date":"2022-11-09","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"zhaoyuhang1966@gmail.com","pcl_completion_date_5":"2025-10-18","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35331","email":"kellyelizabethwilcox@gmail.com","first_name":"Kelly","last_name":"Wilcox","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kelly Wilcox","language":"English","canceldate":"2024-09-04","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C00955","new_member_date_2":"2019-07-19","cert_status":"PENDING","phone_2":"6042022529","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"278147","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C00955","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-19","pcl_status":"P","pcl_completion_date":"2019-12-03","pf1_status":"P","pf1_completion_date":"2020-04-19","pf2_status":"P","pf2_completion_date":"2020-12-14","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":"kellyelizabethwilcox@gmail.com","pcl_completion_date_5":"2024-12-03","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"35479","email":"jayceeconstant@outlook.com","first_name":"Jaycee","last_name":"Constant","phone":"4036347220","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jaycee Constant","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C00719","new_member_date_2":"2023-09-08","phone_2":"4036347220","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"202628","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C00719","last_act_type":"2023-09-11","pcl_status":"P","pcl_completion_date":"2012-09-25","pf1_status":"P","pf1_completion_date":"2012-10-31","pf2_status":"P","pf2_completion_date":"2012-11-28","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T15:17:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"jayceeconstant@outlook.com","pcl_completion_date_5":"2017-09-25","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"35368","email":"krishnakam092@gmail.com","first_name":"Krishna","last_name":"Kambhampati","phone":"6472446866","orgname":"Flybits","customer_acct_name":"Flybits","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Krishna Kambhampati","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01206","new_member_date_2":"2020-07-08","phone_2":"6472446866","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290168","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C01206","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-09-11","last_act_type":"2023-04-08","pcl_status":"P","pcl_completion_date":"2020-11-02","pf1_status":"P","pf1_completion_date":"2021-03-22","pf2_status":"P","pf2_completion_date":"2021-08-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"krishnakam092@gmail.com","pcl_completion_date_5":"2025-11-02","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"34786","email":"megan.heller@synergy55.com","first_name":"Megan","last_name":"Heller","phone":"8475446870","orgname":"Synergy55","customer_acct_name":"Synergy55","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"332404","full_name":"Megan Heller","do_id":"L25A01327","language":"English","canceldate":"2025-02-04","time_zone":"3","area_code":"847","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":"IL","intcode":"06","blocnote":"june 10 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25A01327","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-12-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"megan.heller@synergy55.com","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:46-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was made to Meg Heller but reached voicemail and no conversation took place.","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","session_id":"call_9a0e84fdf56088182d7c8bb5fa1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9a0e84fdf56088182d7c8bb5fa1"}},"seriesid":"163"}
{"contact":{"id":"36019","email":"elena.zimbelmann@gmx.de","first_name":"Elena","last_name":"Zimbelmann","phone":"3065152294","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Elena Zimbelmann","language":"English","canceldate":"2023-06-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C02265","new_member_date_2":"2022-04-06","phone_2":"3065152294","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"311818","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C02265","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-04","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","trc":"True","wera":"False","npi_email_temp":"elena.zimbelmann@gmx.de","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"34343","email":"diane@theopendoors.ca","first_name":"Diane","last_name":"Urkow","phone":"7806796803","orgname":"Camrose Open Door Association","customer_acct_name":"Camrose Open Door Association","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"314628","full_name":"Diane Urkow","do_id":"L25A01210","language":"English","canceldate":"2023-09-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2022-07-12","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"0","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 contact denies membership with NPI, no NPI ID provided, case forwarded for follow-up.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:47-04:00","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A01210","temp_intcode_for_auto_old_int_code":"08","phone_2":"7806794357","last_infoline_date_type":"2022-07-28","last_act_type":"2022-07-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"diane@theopendoors.ca","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Diane on behalf of the National Payroll Institute to discuss her lapsed membership, but Diane stated she does not belong to the Institute and has no membership. The agent decided to forward the case to the appropriate team for follow-up and ended the call politely.","aitm_callsummarytitle":"Non-member denies NPI membership, case forwarded","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact stated she does not belong to the National Payroll Institute and has no membership.","initialvalue":"Other","othermemberbenefit":"Contact did not specify any benefits as she is not a member.","old_int_code":"08","astotherreasonsnottorenew":"Contact does not have a membership and denies association with the National Payroll Institute.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","concernquestion":"Contact denied membership and no further questions or concerns were raised.","retell_call_status":"ended","session_id":"call_74b37c5575d240d5ee39b350c58","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_74b37c5575d240d5ee39b350c58","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35174","email":"annaleeq@yahoo.com","first_name":"Ana","last_name":"Lavides","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ana Lee Lavides","language":"English","canceldate":"2023-02-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C01940","new_member_date_2":"2021-12-17","phone_2":"5873381085","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308256","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01940","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-17","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":"annaleeq@yahoo.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"36304","email":"margaret.leung123@hotmail.com","first_name":"Margaret","last_name":"Leung","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Margaret Leung","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C00797","new_member_date_2":"2018-01-09","phone_2":"4167426123","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"259157","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C00797","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-27","pcl_status":"P","pcl_completion_date":"2018-05-27","pf1_status":"P","pf1_completion_date":"2018-12-17","pf2_status":"P","pf2_completion_date":"2019-05-06","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"margaret.leung123@hotmail.com","pcl_completion_date_5":"2023-05-27","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"34417","email":"mozaffari_e@hotmail.com","first_name":"Ehsan","last_name":"Jovein","phone":"4036677103","orgname":"CDN Controls","customer_acct_name":"CDN Controls","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"317490","full_name":"Ehsan Mozaffari Jovein","do_id":"L25A01228","language":"English","canceldate":"2023-12-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2022-10-03","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"02","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 contact wants to renew and sent the email - NPI# 34417","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:06:47-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A01228","temp_intcode_for_auto_old_int_code":"02","phone_2":"4036677103","last_act_type":"2022-07-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mozaffari_e@hotmail.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-11T12:06:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent contacted Ehsan regarding his lapsed Associate membership with the National Payroll Institute and confirmed his interest in renewing by sending an application form via email. Ehsan expressed his intention to continue with courses and provided positive feedback on his membership experience, including a high satisfaction rating and his age range. The call concluded successfully with all survey questions asked and the renewal process initiated.","aitm_callsummarytitle":"Membership Renewal Intent Confirmed","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_5680573458a98f65ecc89e154bf","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5680573458a98f65ecc89e154bf","sendapplicationform":"2026-05-11T12:12:00-04:00","mini_nps":"5","initialvalue":"Designation","age_range":"46-60","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34745","email":"normcicci@rogers.com","first_name":"Norman","last_name":"Cicci","phone":"9055285877","orgname":"Good Shepherd Non-profit Homes","customer_acct_name":"Good Shepherd Non-profit Homes","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"72970","full_name":"Norman Cicci","do_id":"L25A00562","language":"English","canceldate":"2021-05-04","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2004-03-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"14","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 Unable to reach Norman Cicci through automated system, call ended without contact.\n2026 May 11 call reached Good Shepherd reception but did not connect to Norman Cicci.\n2026 May 13 call ended without reaching Norman Cicci through automated system\n2026 May 15 call reached voicemail, no conversation\n2026 May 15 call ended after initial greeting, no contact with Norman.\n2026 May 19 reached voicemail, no direct contact made\n2026 May 19 contact not available to speak, call ended politely.\n2026 May 21 call reached automated system, no human contact found, call ended without renewal discussion\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 call disconnected early, no renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:25:42-04:00","pds_july":"14","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A00562","temp_intcode_for_auto_old_int_code":"15","pds_august":"14","phone_2":"5197563992","pds_september":"14","last_infoline_date_type":"2017-03-17","last_act_type":"2020-05-03","number_of_passed_courses":"0","pds_october":"14","trc":"False","wera":"False","pds_november":"14","npi_email_temp":"normcicci@rogers.com","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-25T11:37:06-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"11","npi_transcriptsummary":"The agent attempted to reach Norman to discuss the National Payroll Institute membership but the call was very brief and ended abruptly without completing the conversation or confirming the identity.","aitm_callsummarytitle":"Brief call, no renewal discussion","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Call ended before any renewal discussion.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"06","astotherreasonsnottorenew":"Call ended abruptly before any reason was given.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_912b2794ad1685d35f967dbb52c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_912b2794ad1685d35f967dbb52c","number_of_calls_reached":"7"}},"seriesid":"163"}
{"contact":{"id":"35943","email":"autumnlevel@gmail.com","first_name":"Rachel","last_name":"McIntosh","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Rachel McIntosh","language":"English","canceldate":"2023-11-02","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"AST","do_id":"L25A01447","new_member_date_2":"2020-07-21","cert_status":"WITHDRAWN_CPE","phone_2":"5196357730","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"203028","intcode":"06","blocnote":"June 11 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached uninitialized voicemail service\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:48-04:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A01447","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-04-24","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":"2019-07-04","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"autumnlevel@gmail.com","pcl_completion_date_5":"2017-08-21","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:26:42-04:00","number_of_call_attempts":"8","number_of_total_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, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_60563314879625b08d72f37c919","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_60563314879625b08d72f37c919"}},"seriesid":"163"}
{"contact":{"id":"35924","email":"jacksonseosr@gmail.com","first_name":"Jackson","last_name":"Seo","phone":"4382708613","orgname":"Eurovia","customer_acct_name":"Eurovia","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jackson Seo","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"438","members_type":"CAND","do_id":"L25C01535","new_member_date_2":"2023-12-04","phone_2":"4399946290","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"300032","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C01535","last_act_type":"2023-04-12","pcl_status":"F","pcl_completion_date":"2024-11-01","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"LNC \/ 26 November 2025 Not in service","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:49:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"jacksonseosr@gmail.com","pcl_completion_date_5":"2029-11-01","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"34940","email":"tllawlor@gmail.com","first_name":"Tammy","last_name":"Lawlor","phone":"2507664255","orgname":"Holiday Park Resort","customer_acct_name":"Holiday Park Resort","tags":"250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"individual_id":"250157","full_name":"Tammy Lawlor, PCP","members_type":"PRO","lead_status":"Not Relevant","new_member_date_2":"2025-04-25","city_1":"Kelowna","province":"BC","language":"English","time_zone":"5","area_code":"250","phone_2":"2508267188","pipeline_2_members_only_ast":"","blocnote":"Aug 19 2025 completed ( send British Columbia event)","dhmsfin_telemarketing_last_contacted_date":"2025-08-19T13:04:00-04:00","intcode":"31","pipeline_1_lapsed_members":"","canceldate":"2019-03-02","paid_thru":"2027-03-31","email2":"","resourceaware":"Yes","resourcevisitedselfreport":"","full_name_2":" ","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"LB2507515","temp_intcode_for_auto_old_int_code":"31","cert_status":"ACTIVE","cpa_certification":"PCP","last_engaged_date":"2025-10-02","last_infoline_date_type":"2025-08-05","last_act_type":"2026-09-02","telemarketing_call_date":"2025-08-19","pcl_status":"P","pcl_completion_date":"2017-06-04","pf1_status":"P","pf1_completion_date":"2018-07-03","pf2_status":"P","pf2_completion_date":"2019-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-09-11","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"AST1940","npi_email_temp":"tllawlor@gmail.com","pcl_completion_date_5":"2022-06-04","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"35481","email":"crystalclaire@hotmail.ca","first_name":"Crystal","last_name":"Jesus","phone":"2049926646","orgname":"FWS Group of Companies","customer_acct_name":"FWS Group of Companies","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Crystal De Jesus, PCP","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","time_zone":"3","area_code":"204","members_type":"CORP","do_id":"","new_member_date_2":"2019-08-21","cert_status":"ACTIVE","phone_2":"2047741121","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"278884","organization_id":"21110","temp_do_id_for_auto_old_do_id":"L25C00970","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-12-01","company_paid_thru":"2026-11-30","pcl_status":"P","pcl_completion_date":"2019-11-18","pf1_status":"P","pf1_completion_date":"2020-12-11","pf2_status":"P","pf2_completion_date":"2021-03-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-09","number_of_passed_courses":"4","paid_thru":"2026-11-30","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"crystalclaire@hotmail.ca","pcl_completion_date_5":"2024-11-18","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00970","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35313","email":"katherinemosaheb@yahoo.com","first_name":"Katherine","last_name":"Mosaheb-Morgan","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Katherine Mosaheb-Morgan","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C00703","new_member_date_2":"2021-07-22","phone_2":"4168057836","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"162776","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C00703","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-16","pcl_status":"F","pcl_completion_date":"2022-09-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"katherinemosaheb@yahoo.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"35159","email":"danyalmaz@outlook.com","first_name":"Dan","last_name":"Liu","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Dan Liu","language":"English","canceldate":"2024-08-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02438","new_member_date_2":"2022-06-01","phone_2":"4032739794","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313122","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C02438","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-04-15","pcl_status":"F","pcl_completion_date":"2022-08-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"danyalmaz@outlook.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"34225","email":"arlenevmcmurchy@gmail.com","first_name":"Arlene","last_name":"McMurchy","phone":"7253773534","orgname":"Jim Veterinary Services","customer_acct_name":"Jim Veterinary Services","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"268891","full_name":"Arlene McMurchy","do_id":"L25A00954","language":"English","canceldate":"2021-12-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2018-10-30","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"0","blocnote":"04 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 contact answered by Elsa who said Arlene no longer works here and no new contact info available","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:44-04:00","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25A00954","temp_intcode_for_auto_old_int_code":"08","phone_2":"9074164253","last_act_type":"2020-08-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"arlenevmcmurchy@gmail.com","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Arlene but was informed by Elsa that Arlene no longer works there and Elsa did not have updated contact information. The call ended after this information was provided.","aitm_callsummarytitle":"Contact Not Available - No New Info","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","old_int_code":"08","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3b4a74581fe41dbb4fbc2ad242f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3b4a74581fe41dbb4fbc2ad242f","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34771","email":"riccardo072072@gmail.com","first_name":"Siyuan","last_name":"Li","phone":"5143406000","orgname":"HEC Montreal","customer_acct_name":"HEC Montreal","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"332241","full_name":"Siyuan Li","language":"English","canceldate":"2024-10-07","time_zone":"2","area_code":"514","members_type":"CAND","new_member_date_2":"2026-01-14","lead_status":"Renewed Lapsed","no_email_solicitation":"False","pipeline_1_lapsed_members":"Renewed lapsed","province":"QC","intcode":"99","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 Unable to reach","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T13:43:00-04:00","temp_do_id_for_auto_old_do_id":"L25A01322","temp_intcode_for_auto_old_int_code":"99","phone_2":"5146528195","old_int_code":"16","last_act_type":"2026-01-14","number_of_passed_courses":"1","trc":"True","wera":"False","paid_thru":"2026-12-31","date_of_renewal_identification":"2026-01-15","pcl_status":"P","npi_email_temp":"riccardo072072@gmail.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","pf1_status":"E","pcl_completion_date":"2026-05-06","pcl_completion_date_5":"2031-05-06"}},"seriesid":"163"}
{"contact":{"id":"36236","email":"cindy.skye@mncfn.ca","first_name":"Cindy","last_name":"Skye","phone":"9057681133","orgname":"Mississaugas of the Credit First Nation","customer_acct_name":"Mississaugas of the Credit First Nation","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Cindy Skye","language":"English","canceldate":"2023-11-02","extension_phone_1":"236","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01042","new_member_date_2":"2022-08-25","phone_2":"9057681133","province":"ON","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"284130","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":"L25C01042","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-07-17","last_act_type":"2023-07-17","pcl_status":"P","pcl_completion_date":"2022-12-11","pf1_status":"F","pf1_completion_date":"2023-05-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"cindy.skye@mncfn.ca","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"34599","email":"rachel.bauer@p2c.com","first_name":"Rachel","last_name":"Cook","phone":"6045142138","orgname":"Power To Change","customer_acct_name":"Power To Change","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"290046","full_name":"Rachel Cook","do_id":"L25A01062","language":"English","canceldate":"2021-09-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2020-07-24","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"06 June 2025 Not in service\n2026-05-08 dial busy, phone:  +16045142138\n2026 May 08 voicemail reached for Rachel Cook at Athletes in Action\n2026-05-11 dial busy, phone:  +16045142138\n2026 May 11 call reached voicemail for Rachel Cook at Athlete Connection\n2026-05-13 dial busy, phone:  +16045142138\n2026 May 13 call reached voicemail - no contact made\n2026-05-15 dial busy, phone:  +16045142138\n2026 May 15 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"07","paid_thru":"2021-06-30","temp_do_id_for_auto_old_do_id":"L25A01062","temp_intcode_for_auto_old_int_code":"06","phone_2":"7786893374","last_infoline_date_type":"2020-07-28","last_act_type":"2020-07-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rachel.bauer@p2c.com","formatted_paid_thru":"30\/06\/2021","latest_paid_thru":"2021-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:30-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5386e0d1f3a4019e34a5e61b4c3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5386e0d1f3a4019e34a5e61b4c3","npi_transcriptsummary":"The call was an outbound attempt to reach Rachel Cook but went to voicemail.","aitm_callsummarytitle":"Voicemail reached - no contact","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"35060","email":"mihaela.gumeniuc-babii@adp.com","first_name":"Mihaela","last_name":"Gumeniuc-Babii","phone":"9023343991","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Mihaela Gumeniuc-Babii","language":"English","canceldate":"2023-08-02","time_zone":"1","area_code":"902","members_type":"CORP","do_id":"","new_member_date_2":"2020-06-11","phone_2":"4388721979","province":"QC","zerobounce_reason":"catch-all","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"289454","organization_id":"8176","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C01178","last_infoline_date_type":"2023-06-04","last_act_type":"2023-12-09","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2020-10-04","pf1_status":"P","pf1_completion_date":"2021-04-23","pf2_status":"P","pf2_completion_date":"2021-08-03","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"mihaela.gumeniuc-babii@adp.com","pcl_completion_date_5":"2025-10-04","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25C01178","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35751","email":"toddheselwood@gmail.com","first_name":"Todd","last_name":"Heselwood","phone":"6394702704","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Todd Heselwood","language":"English","canceldate":"2024-07-03","time_zone":"3","area_code":"639","members_type":"CAND","do_id":"L25C02496","new_member_date_2":"2022-06-01","phone_2":"6394702704","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313573","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C02496","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":"P","pf1_completion_date":"2023-06-20","pf2_status":"P","pf2_completion_date":"2023-11-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"toddheselwood@gmail.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"35147","email":"yogitakusumade@gmail.com","first_name":"Yogita","last_name":"Kusumade","phone":"4034727858","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Yogita Kusumade","language":"English","canceldate":"2024-12-04","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02691","new_member_date_2":"2023-10-17","phone_2":"4034727858","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"314914","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C02691","last_act_type":"2024-08-01","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"F","pf1_completion_date":"2024-01-26","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T17:51:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"yogitakusumade@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"35039","email":"yxiao11e@gmail.com","first_name":"Yao","last_name":"Xiao","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yao Xiao","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C01176","new_member_date_2":"2020-06-05","phone_2":"4379861993","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"289358","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C01176","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-02-13","pcl_status":"P","pcl_completion_date":"2020-08-19","pf1_status":"P","pf1_completion_date":"2022-09-25","pf2_status":"P","pf2_completion_date":"2022-11-27","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"yxiao11e@gmail.com","pcl_completion_date_5":"2025-08-19","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","cert_status":"PENDING","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-05-05","cpa_certification":"PCP"}},"seriesid":"163"}
{"contact":{"id":"35432","email":"evabej@hotmail.com","first_name":"Evdochia","last_name":"Bejenari","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Evdochia Bejenari","language":"French","canceldate":"2023-10-03","time_zone":"2","area_code":"438","members_type":"CAND","do_id":"L25C00965","new_member_date_2":"2019-08-06","phone_2":"4388788790","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"278694","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C00965","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-11-07","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","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"evabej@hotmail.com","pcl_completion_date_5":"2024-12-23","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35622","email":"jmhutchr@gmail.com","first_name":"Julie","last_name":"Renaud","phone":"5198174288","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Julie Renaud","language":"English","canceldate":"2024-06-04","cpa_certification":"CPM","time_zone":"2","area_code":"519","members_type":"AST","do_id":"L25A01420","new_member_date_2":"2009-04-07","cert_status":"WITHDRAWN_CPE","phone_2":"5198174288","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"143350","intcode":"06","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A01420","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2020-04-30","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2009-08-17","pf1_status":"P","pf1_completion_date":"2009-06-05","pf2_status":"P","pf2_completion_date":"2009-10-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-05-29","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"jmhutchr@gmail.com","pcl_completion_date_5":"2014-08-17","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:46-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached the voicemail of the contact 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","session_id":"call_df7ed55362cf0cb8b688132f836","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_df7ed55362cf0cb8b688132f836","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"35000","email":"chariseann.mondido@gmail.com","first_name":"Charise","last_name":"Mondido","phone":"","orgname":"East West College of Business and Technology","customer_acct_name":"East West College of Business and Technology","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Charise Ann Mondido","language":"English","canceldate":"2023-07-11","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C00923","new_member_date_2":"2019-05-17","phone_2":"5872841625","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"275961","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C00923","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-05","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":"chariseann.mondido@gmail.com","pcl_completion_date_5":"2024-08-19","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"35875","email":"dere.ashley@gmail.com","first_name":"Ashley","last_name":"Dere","phone":"4032657364","orgname":"Rocky Mountain Equipment LP","customer_acct_name":"Rocky Mountain Equipment LP","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Ashley Dere, PCP","language":"English","canceldate":"2024-08-14","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CORP","do_id":"","new_member_date_2":"2021-09-27","cert_status":"ACTIVE","phone_2":"4039914167","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"305624","organization_id":"135297","temp_do_id_for_auto_old_do_id":"L25C01774","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-01-24","last_act_type":"2025-04-30","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2023-05-28","pf1_status":"P","pf1_completion_date":"2023-12-04","pf2_status":"P","pf2_completion_date":"2024-07-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-02-28","number_of_passed_courses":"4","paid_thru":"2026-08-31","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"dere.ashley@gmail.com","pcl_completion_date_5":"2028-05-28","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01774","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35978","email":"pascaledesulme@yahoo.com","first_name":"Pascale","last_name":"D\u00e9sulm\u00e9","phone":"4383469770","orgname":"Nettoyer Pour Vous","customer_acct_name":"Nettoyer Pour Vous","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Pascale D\u00e9sulm\u00e9","language":"French","canceldate":"2024-04-02","time_zone":"2","area_code":"438","members_type":"CAND","do_id":"L25C00766","new_member_date_2":"2022-02-25","phone_2":"4383469770","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"249068","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C00766","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-20","pcl_status":"P","pcl_completion_date":"2019-06-16","pf1_status":"F","pf1_completion_date":"2022-06-20","pf2_status":"F","pf2_completion_date":"2022-12-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-07-25","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"pascaledesulme@yahoo.com","pcl_completion_date_5":"2024-06-16","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"35755","email":"carlossalasg@yahoo.es","first_name":"Carlos","last_name":"Garcia","phone":"5144308182","orgname":"Salas Tello Et Associes Inc.","customer_acct_name":"Salas Tello Et Associes Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Carlos Alberto Salas Garcia","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01996","new_member_date_2":"2022-01-10","phone_2":"5144308182","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"308680","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01996","last_act_type":"2022-07-01","number_of_passed_courses":"0","trc":"True","wera":"False","intcode":"06","blocnote":"","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:41:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"carlossalasg@yahoo.es","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"35454","email":"latm002@gmail.com","first_name":"Michael","last_name":"Lat","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Michael Lat","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01967","new_member_date_2":"2022-01-04","phone_2":"4167579076","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308491","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01967","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-01","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"F","pf1_completion_date":"2022-12-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"latm002@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"36256","email":"spollard@gwllp.ca","first_name":"Susannah","last_name":"Pollard","phone":"4162513321","orgname":"Giroday & Warren LLP","customer_acct_name":"Giroday & Warren LLP","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Susannah Pollard","language":"English","canceldate":"2023-07-11","extension_phone_1":"104","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01575","new_member_date_2":"2021-05-07","phone_2":"4162513321","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"301023","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C01575","temp_intcode_for_auto_old_int_code":"21","extension_phone_2":"104","last_infoline_date_type":"2023-04-05","last_act_type":"2023-04-05","pcl_status":"P","pcl_completion_date":"2021-08-29","pf1_status":"P","pf1_completion_date":"2022-12-04","pf2_status":"P","pf2_completion_date":"2023-04-02","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"spollard@gwllp.ca","pcl_completion_date_5":"2026-08-29","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"34010","email":"cscottw@sympatico.ca","first_name":"Charles","last_name":"Williams","phone":"6472825067","orgname":"ARAG Legal Solutions Inc.","customer_acct_name":"ARAG Legal Solutions Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"253721","full_name":"Charles Williams, CPA, CGA","do_id":"L25A00891","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2017-06-20","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"June 4 2025 vm Scott Williams\r\nAug 21 2025 Survey completed no longer in payroll\n2026 May 08 call initiated, brief confirmation with Charles, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:16-04:00","paid_thru":"2024-05-31","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":"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":"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":"L25A00891","temp_intcode_for_auto_old_int_code":"15","phone_2":"6472825067","last_infoline_date_type":"2023-03-22","last_act_type":"2023-03-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cscottw@sympatico.ca","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:15-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Charles and confirmed they were speaking with him, but the call was very brief and ended shortly after without further conversation.","aitm_callsummarytitle":"Brief call with Charles, no renewal discussion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0ba1503e40ea6d12e645b78a469","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0ba1503e40ea6d12e645b78a469","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34498","email":"p.becher17@gmail.com","first_name":"Patricia","last_name":"Becher","phone":"9056243020","orgname":"Kapsch TrafficCom Canada Inc.","customer_acct_name":"Kapsch TrafficCom Canada Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"241223","full_name":"Patricia Becher","do_id":"L25A00496","language":"English","canceldate":"2022-07-05","time_zone":"2","area_code":"905","extension_phone_1":"1132","members_type":"AST","new_member_date_2":"2020-05-29","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"16","blocnote":"june 6 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 May 08 call reached automated system, HR payroll busy, no human reached\n2026 May 11 call reached automated system at Caps Trafficcom, payroll contact unavailable, agent to call back later.\n2026-05-13 dial busy, phone:  +19056243020\n2026-05-13 invalid phone destination, phone: +19056732080","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T11:06:41-04:00","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25A00496","temp_intcode_for_auto_old_int_code":"16","phone_2":"9056732080","last_act_type":"2021-11-06","pcl_status":"P","pcl_completion_date":"2016-08-02","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"p.becher17@gmail.com","pcl_completion_date_5":"2021-08-02","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","called_by":"Tri","aitm_status_called":"2026-05-13T11:21:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The call reached an automated phone system at Caps Trafficcom in Mississauga. The agent navigated the menu but was informed that the payroll contact was unavailable and asked to call back or leave a voicemail. The agent ended the call politely, planning to call back later.","aitm_callsummarytitle":"Call reached automated system, contact unavailable","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","session_id":"call_95e416700acddd1b539f54b296e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_95e416700acddd1b539f54b296e","number_of_calls_reached":"3","mini_nps":"3","onesentencenotrenewed":"Contact was unavailable and asked to call back later.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact was not available to discuss membership renewal.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"35031","email":"atoose@yahoo.com","first_name":"Atousa","last_name":"Madipour","phone":"6048099542","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Atousa Madipour","language":"English","canceldate":"2024-05-02","time_zone":"5","area_code":"604","members_type":"CAND","new_member_date_2":"2023-03-16","pds_april":"1","phone_2":"6048099542","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"276219","pds_july":"1","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C00926","pds_august":"1","pds_september":"1","last_act_type":"2023-03-16","pcl_status":"F","pcl_completion_date":"2023-07-18","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","blocnote":"LNC \/ 26 November 2025 She's moving to UK","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:40:00-05:00","intcode":"21","temp_intcode_for_auto_old_int_code":"21","pds_november":"1","npi_email_temp":"atoose@yahoo.com","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"11","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00926","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"35818","email":"sunshine110806@gmail.com","first_name":"Lirong","last_name":"Si","phone":"5197813650","orgname":"BMW Grand River","customer_acct_name":"BMW Grand River","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lirong Si","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C01246","new_member_date_2":"2020-08-10","phone_2":"5197813650","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"291171","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01246","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-08","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-08-03","pf2_status":"P","pf2_completion_date":"2021-11-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sunshine110806@gmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35390","email":"galvezmariaelena@yahoo.com","first_name":"Maria","last_name":"Galvez","phone":"9056958888","orgname":"Sisley Honda","customer_acct_name":"Sisley Honda","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Maria Galvez","language":"English","canceldate":"2023-12-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01961","new_member_date_2":"2022-10-01","phone_2":"4168357975","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308417","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25C01961","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-18","pcl_status":"P","pcl_completion_date":"2022-04-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"galvezmariaelena@yahoo.com","pcl_completion_date_5":"2027-04-21","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"34444","email":"slemire@bravad.ca","first_name":"Sara","last_name":"Lemire","phone":"8197800123","orgname":"Bravad","customer_acct_name":"Bravad","tags":"npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"307949","full_name":"Sara Lemire","language":"French","canceldate":"2023-08-02","time_zone":"2","area_code":"819","extension_phone_1":"509","members_type":"CORP","new_member_date_2":"2022-06-01","lead_status":"Not Relevant","no_email_solicitation":"False","pipeline_1_lapsed_members":"","province":"QC","paid_thru":"2026-11-30","intcode":"24","blocnote":"2 sept 2025 renewal","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T11:12:00-05:00","temp_do_id_for_auto_old_do_id":"LB2507255","temp_intcode_for_auto_old_int_code":"24","phone_2":"8192124423","last_act_type":"2025-10-12","number_of_passed_courses":"0","trc":"False","wera":"False","organization_id":"357346","pipeline_2_members_only_ast":"","old_do_id":"LB2507255","old_int_code":"99","npi_email_temp":"slemire@bravad.ca","formatted_paid_thru":"30\/11\/2026","company_paid_thru":"2026-11-30","latest_paid_thru":"2026-11-30","last_infoline_date_type":"2025-10-12","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36510","email":"chrisb2989@gmail.com","first_name":"Christoper","last_name":"Bharat","phone":"6474759045","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"full_name":"Christoper Bharat","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01068","new_member_date_2":"2020-01-30","phone_2":"6476887079","province":"ON","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"285368","pipeline_2_members_only_ast":"","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C01068","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-10-30","pcl_status":"F","pcl_completion_date":"2023-08-21","pf1_status":"F","pf1_completion_date":"2024-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"chrisb2989@gmail.com","pcl_completion_date_5":"2028-08-21","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"34911","email":"baig.shaheen.b@gmail.com","first_name":"Shaheen","last_name":"Baig","phone":"","orgname":"","customer_acct_name":"","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"278910","full_name":"Shaheen Baig, PCP","members_type":"PRO","new_member_date_2":"2025-01-08","city_1":"Edmonton","province":"AB","language":"English","lead_status":"Renewed Lapsed","time_zone":"4","area_code":"780","phone_2":"7807078542","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-12-31","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2025-12-28","pcl_status":"P","pcl_completion_date":"2019-11-05","pf1_status":"P","pf1_completion_date":"2020-01-12","pf2_status":"P","pf2_completion_date":"2020-03-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-06-19","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","temp_do_id_for_auto_old_do_id":"LB2504454","npi_email_temp":"baig.shaheen.b@gmail.com","pcl_completion_date_5":"2024-11-05","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"35463","email":"samuel.fang.xingui@gmail.com","first_name":"Xingui","last_name":"Fang","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Xingui Samuel Fang","language":"English","canceldate":"2023-05-02","time_zone":"5","area_code":"236","members_type":"CAND","do_id":"L25C02214","new_member_date_2":"2022-03-25","phone_2":"2365911708","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311470","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02214","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-03","pcl_status":"P","pcl_completion_date":"2022-07-17","pf1_status":"P","pf1_completion_date":"2022-10-24","pf2_status":"F","pf2_completion_date":"2022-12-18","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"samuel.fang.xingui@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"34883","email":"ntiganzwa.marvine@gatineau.ca","first_name":"Marvine","last_name":"Ntiganzwa","phone":"8192432345","orgname":"Ville de Gatineau","customer_acct_name":"Ville de Gatineau","tags":"250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Marvine Ntiganzwa","members_type":"CORP","organization_id":"164458","coidnewmbrdate":"2021-05-25","city_1":"Gatineau","province":"QC","language":"French","lead_status":"Renewed Lapsed","time_zone":"2","area_code":"819","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"347445","paid_thru":"2027-04-30","last_infoline_date_type":"2026-04-13","last_act_type":"2026-04-13","company_paid_thru":"2027-04-30","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2506714","temp_do_id_for_auto_old_do_id":"LB2506714","npi_email_temp":"ntiganzwa.marvine@gatineau.ca","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35664","email":"faustinm4@gmail.com","first_name":"Faustina","last_name":"Mambwere","phone":"6046969889","orgname":"Coastal First Nations-Great Bear Initiative Society","customer_acct_name":"Coastal First Nations-Great Bear Initiative Society","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Faustina Mambwere","language":"English","canceldate":"2023-05-02","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C00987","new_member_date_2":"2022-03-11","cert_status":"PENDING","phone_2":"2507922405","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"279675","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C00987","last_infoline_date_type":"2020-05-21","last_act_type":"2022-12-12","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2022-07-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-12-12","number_of_passed_courses":"4","intcode":"03","blocnote":"LNC Nov 13 2025 She said that she completed all the courses and submitted work experience and still did not get her certification.","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T14:41:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"03","trc":"True","wera":"False","npi_email_temp":"faustinm4@gmail.com","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"35582","email":"chaconpamela@gmail.com","first_name":"Pamela","last_name":"Chacon","phone":"5145714438","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Pamela Chacon","language":"French","canceldate":"2023-05-02","cpa_certification":"SCP","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C00729","new_member_date_2":"2021-03-24","pds_april":"2","cert_status":"PENDING","phone_2":"5145714438","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"211804","pds_july":"2","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C00729","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","pds_september":"2","last_infoline_date_type":"2023-01-18","last_act_type":"2023-01-18","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-08-17","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"chaconpamela@gmail.com","pcl_completion_date_5":"2026-11-28","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"34544","email":"jciwashita@gmail.com","first_name":"Jacqueline","last_name":"Iwashita","phone":"6047201837","orgname":"Jackie C. Iwashita, Freelance Bookkeeper","customer_acct_name":"Jackie C. Iwashita, Freelance Bookkeeper","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"287468","full_name":"Jacqueline Iwashita","do_id":"L25A01046","language":"English","canceldate":"2023-03-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2022-01-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 voicemail reached, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 voicemail reached, no human answer\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 voicemail reached, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A01046","temp_intcode_for_auto_old_int_code":"6","phone_2":"6047201837","last_act_type":"2022-01-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jciwashita@gmail.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:29-04:00","number_of_call_attempts":"8","number_of_total_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 human answer","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_26bffab19502a59c1ce5dd7c59a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_26bffab19502a59c1ce5dd7c59a"}},"seriesid":"163"}
{"contact":{"id":"35881","email":"nasiba.salimova@yahoo.com","first_name":"Nasiba","last_name":"Salimova","phone":"5874381641","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nasiba Salimova","language":"English","canceldate":"2023-10-03","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C02776","new_member_date_2":"2022-08-26","phone_2":"5874381641","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315535","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":"L25C02776","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-26","pcl_status":"P","pcl_completion_date":"2022-12-18","pf1_status":"P","pf1_completion_date":"2023-01-09","pf2_status":"F","pf2_completion_date":"2023-04-23","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"nasiba.salimova@yahoo.com","pcl_completion_date_5":"2027-12-18","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35635","email":"toluoluwadare56@gmail.com","first_name":"Tolulope","last_name":"Oluwadare","phone":"4168137654","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Tolulope Oluwadare","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01984","new_member_date_2":"2023-09-25","phone_2":"6472956378","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"308568","paid_thru":"2025-06-30","temp_do_id_for_auto_old_do_id":"L25C01984","last_act_type":"2026-04-17","pcl_status":"P","pcl_completion_date":"2023-12-18","pf1_status":"P","pf1_completion_date":"2025-02-06","pf2_status":"F","pf2_completion_date":"2025-03-07","number_of_passed_courses":"2","intcode":"06","blocnote":"Nov 5 2025 vm  NOv 18 2025 vm\r\nLNC Dec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T11:03:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"toluoluwadare56@gmail.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"35304","email":"christina.machado@outlook.com","first_name":"Christina","last_name":"Machado","phone":"2044871303","orgname":"Air Canada","customer_acct_name":"Air Canada","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Christina Machado","language":"English","canceldate":"2024-04-02","time_zone":"3","area_code":"204","members_type":"AST","do_id":"L25A01394","new_member_date_2":"2014-02-13","phone_2":"2044871303","province":"MB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"70591","blocnote":"11 June 2025 Completed\n2026 May 08 call reached voicemail\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail\n2026 May 11 call reached voicemail\n2026 May 13 call reached voicemail\n2026 May 13 call reached voicemail, no conversation\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:41-04:00","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":"5","age_range":"Above 61 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A01394","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2022-07-29","last_act_type":"2023-03-28","pcl_status":"P","pcl_completion_date":"2016-05-02","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"christina.machado@outlook.com","pcl_completion_date_5":"2021-05-02","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:46-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Christina but was disconnected after reaching voicemail.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"1","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e571fe738932306ca33e1edb196","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e571fe738932306ca33e1edb196"}},"seriesid":"163"}
{"contact":{"id":"34529","email":"jessica@workbench-accounting.com","first_name":"Jessica","last_name":"Levanto","phone":"5195919177","orgname":"Workbench Accounting and Bookkeeping","customer_acct_name":"Workbench Accounting and Bookkeeping","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"321876","full_name":"Jessica Levanto","do_id":"L25A01254","language":"English","canceldate":"2024-04-02","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2023-02-16","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"06","blocnote":"june 6 2025 completed\n2026 May 08 voicemail reached, no direct contact\n2026 May 08 call initiated but no contact with Jessica, call ended early.\n2026 May 11 call reached voicemail, no contact with Jessica\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human contact\n2026 May 13 call reached voicemail, no contact with Jessica Levanto\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","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":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I was on leave","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Strong","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":"L25A01254","temp_intcode_for_auto_old_int_code":"06","phone_2":"5195919177","last_act_type":"2023-10-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jessica@workbench-accounting.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by the contact and went to voicemail immediately.","aitm_callsummarytitle":"Voicemail reached, no 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","session_id":"call_a14db2c5b9bb001319b4db221e5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a14db2c5b9bb001319b4db221e5","onesentencenotrenewed":"No conversation or renewal intent expressed.","initialvalue":"Other","othermemberbenefit":"No information provided.","astotherreasonsnottorenew":"No interaction to determine reason."}},"seriesid":"163"}
{"contact":{"id":"34318","email":"nola@pyradisegroup.com","first_name":"Nola","last_name":"Hrboticky","phone":"9054606846","orgname":"Pyradise Profit Advisers","customer_acct_name":"Pyradise Profit Advisers","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"314257","full_name":"Nola Hrboticky, CPFP, CPB","do_id":"L25A01204","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"905","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":"ON","intcode":"14","blocnote":"Survey completed She is no  longer because she has less clients and her payroll is simple.\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 contact answered but was busy and requested callback later","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","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 have less clients and the payroll is simple.","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":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A01204","temp_intcode_for_auto_old_int_code":"14","phone_2":"9054606846","last_act_type":"2025-10-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nola@pyradisegroup.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:46:43-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Nola and informed her about the lapsed membership and intention to ask questions. Nola was very busy and requested to be called back another time but could not specify when. The agent ended the call politely, agreeing to call back later.","aitm_callsummarytitle":"Contact Busy, Callback Requested","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_78a10d98f0b176601b8024d154b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_78a10d98f0b176601b8024d154b"}},"seriesid":"163"}
{"contact":{"id":"35884","email":"tae.jungjoo@gmail.com","first_name":"Jungjoo","last_name":"Tae","phone":"","orgname":"People2.0","customer_acct_name":"People2.0","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Jungjoo Tae","language":"English","canceldate":"2023-05-02","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"AST","do_id":"L25A01442","new_member_date_2":"2021-03-12","cert_status":"WITHDRAWN","phone_2":"6472966548","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"197719","intcode":"15","blocnote":"June 11 2025 vm\n2026 May 08 call very short, no meaningful conversation.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:04-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A01442","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2022-04-29","pcl_status":"P","pcl_completion_date":"2021-07-05","pf1_status":"P","pf1_completion_date":"2012-12-19","pf2_status":"P","pf2_completion_date":"2013-07-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-05-09","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"tae.jungjoo@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T12:52:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was very brief with minimal interaction; the agent attempted to speak with Jungjoo but the user responded with a short greeting and then the call ended quickly.","aitm_callsummarytitle":"Brief call, no engagement","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Call was too short to determine interest or refusal.","initialvalue":"Other","othermemberbenefit":"No other benefits discussed.","old_int_code":"6","astotherreasonsnottorenew":"Call ended abruptly before any discussion.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6d2f9b95183f4fc297db95bd161","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6d2f9b95183f4fc297db95bd161","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36237","email":"olga.popriaga@gmail.com","first_name":"Olga","last_name":"Popriaga","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Olga Popriaga","language":"English","canceldate":"2023-11-02","time_zone":"5","area_code":"650","members_type":"CAND","new_member_date_2":"2022-09-26","phone_2":"6504259836","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315823","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"LB2506736","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":"L25C02818","last_act_type":"2022-09-26","pcl_status":"F","pcl_completion_date":"2022-11-27","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506736","npi_email_temp":"olga.popriaga@gmail.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"35166","email":"slpereira825@gmail.com","first_name":"Sharon","last_name":"Pereira","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sharon Pereira","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"705","members_type":"CAND","do_id":"L25C02187","new_member_date_2":"2022-03-14","phone_2":"7057915809","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311115","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C02187","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-28","pcl_status":"P","pcl_completion_date":"2022-06-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"slpereira825@gmail.com","pcl_completion_date_5":"2027-06-05","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"36379","email":"k_nuhn188@hotmail.com","first_name":"Kerstin","last_name":"Nuhn","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kerstin Nuhn","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C01590","new_member_date_2":"2021-05-20","phone_2":"2262359670","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"301406","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C01590","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-05","pcl_status":"P","pcl_completion_date":"2022-01-16","pf1_status":"P","pf1_completion_date":"2022-08-28","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"k_nuhn188@hotmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"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":"260522 Lapsed DEL","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":"","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":"LB2505235","last_infoline_date_type":"2025-06-23","last_act_type":"2025-06-23","company_paid_thru":"2027-05-31","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"genevieve.proulx@hotmail.com","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35070","email":"sf.marina.iacob@gmail.com","first_name":"Mariana","last_name":"Iacob","phone":"5149952916","orgname":"Mariana Iacob","customer_acct_name":"Mariana Iacob","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mariana Iacob","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C02682","new_member_date_2":"2022-07-22","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314874","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02682","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-23","pcl_status":"F","pcl_completion_date":"2023-04-09","pf1_status":"E","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sf.marina.iacob@gmail.com","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"35916","email":"michelle_reed103@hotmail.com","first_name":"Michelle","last_name":"Reed","phone":"7804760099","orgname":"Tier 1 Energy Solution","customer_acct_name":"Tier 1 Energy Solution","tags":"WR250521","ip4":"127.0.0.1","fields":{"full_name":"Michelle Reed, PCP","language":"English","cpa_certification":"PCP","extension_phone_1":"123","time_zone":"4","area_code":"780","members_type":"PRO","new_member_date_2":"2023-09-13","cert_status":"ACTIVE","phone_2":"4037044676","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","city_1":"Leduc","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"2025-05-22","individual_id":"243901","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2506449","last_act_type":"2026-03-26","pcl_status":"P","pcl_completion_date":"2024-01-03","pf1_status":"P","pf1_completion_date":"2024-05-01","pf2_status":"P","pf2_completion_date":"2024-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-12-21","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pcp_we":"APPROVED","old_do_id":"L25C00760","npi_email_temp":"michelle_reed103@hotmail.com","pcl_completion_date_5":"2029-01-03","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"35562","email":"kurstin10rondal@yahoo.com","first_name":"Kurstin","last_name":"Rondal","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kurstin Jymes Rondal","language":"English","canceldate":"2023-04-04","time_zone":"1","area_code":"506","members_type":"CAND","do_id":"L25C01738","new_member_date_2":"2022-01-27","phone_2":"5064272249","province":"NB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"305016","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C01738","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-27","pcl_status":"F","pcl_completion_date":"2022-06-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kurstin10rondal@yahoo.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"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":"2024-12-02","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"35335","email":"melody8258@gmail.com","first_name":"Hong","last_name":"Wang","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Hong Wang","language":"English","canceldate":"2024-09-04","cpa_certification":"PCP","time_zone":"3","area_code":"639","members_type":"CAND","do_id":"L25C02713","new_member_date_2":"2023-07-14","cert_status":"PENDING","phone_2":"6395711268","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"315047","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C02713","last_act_type":"2023-07-14","pcl_status":"P","pcl_completion_date":"2022-09-25","pf1_status":"P","pf1_completion_date":"2022-10-30","pf2_status":"P","pf2_completion_date":"2022-11-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-07-14","number_of_passed_courses":"4","intcode":"06","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:30:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"True","npi_email_temp":"melody8258@gmail.com","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"34316","email":"mslisayao@gmail.com","first_name":"Lisa","last_name":"Yao","phone":"6042827223","orgname":"Car Boy Auto Repair","customer_acct_name":"Car Boy Auto Repair","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"190472","full_name":"Lisa Jia Li Yao","do_id":"L25A00703","language":"English","canceldate":"2022-02-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2019-12-23","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"21","blocnote":"05 June 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T16:21:00-04:00","old_int_code":"12","paid_thru":"2021-11-30","temp_do_id_for_auto_old_do_id":"L25A00703","temp_intcode_for_auto_old_int_code":"21","phone_2":"7785525772","last_act_type":"2020-05-11","pcl_status":"P","pcl_completion_date":"2012-03-06","pf1_status":"P","pf1_completion_date":"2013-06-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-11-21","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"mslisayao@gmail.com","pcl_completion_date_5":"2017-03-06","formatted_paid_thru":"30\/11\/2021","latest_paid_thru":"2021-11-30"}},"seriesid":"163"}
{"contact":{"id":"35521","email":"cleepaul1976@gmail.com","first_name":"Carrie","last_name":"Paul","phone":"7808823988","orgname":"Phoenix Energy Services Inc.","customer_acct_name":"Phoenix Energy Services Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Carrie Paul","language":"English","canceldate":"2023-07-11","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C00723","new_member_date_2":"2020-05-01","phone_2":"7808823988","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"208749","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C00723","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-18","pcl_status":"F","pcl_completion_date":"2020-08-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cleepaul1976@gmail.com","pcl_completion_date_5":"2025-08-30","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"35409","email":"cherylgrant@shaw.ca","first_name":"Cheryl","last_name":"Grant","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Cheryl Grant","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"5","area_code":"250","members_type":"AST","do_id":"L25A01403","new_member_date_2":"2017-08-30","cert_status":"PENDING","phone_2":"2507443584","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"100839","intcode":"02","blocnote":"June 11 2025 vm\n2026 May 08 contact answered and provided initial value and satisfaction rating, did not provide age range","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:46-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A01403","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2023-10-31","pcl_status":"P","pcl_completion_date":"2017-12-18","pf1_status":"P","pf1_completion_date":"2018-05-06","pf2_status":"P","pf2_completion_date":"2018-07-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-09-26","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"cherylgrant@shaw.ca","pcl_completion_date_5":"2022-12-18","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T15:26:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent successfully reached Cheryl and confirmed her identity before starting the survey. Cheryl answered the initial questions about her membership value and satisfaction but did not provide her age range before the call ended. The call was disconnected by the user.","aitm_callsummarytitle":"Survey started but incomplete age range","notrenewedwanttorenew":"No","mini_nps":"3","initialvalue":"Designation","npi_voicemaildetection":"No","old_int_code":"6","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f77e4b4efc853c1bef678930b9a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f77e4b4efc853c1bef678930b9a","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35670","email":"markpenuliar44@gmail.com","first_name":"Lord","last_name":"Finuliar","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lord Marcus Finuliar","language":"English","canceldate":"2023-05-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02233","new_member_date_2":"2022-03-29","phone_2":"7802358824","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311570","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02233","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-28","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","trc":"True","wera":"False","npi_email_temp":"markpenuliar44@gmail.com","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"34205","email":"lrrosen2@gmail.com","first_name":"Lisa","last_name":"Rosen","phone":"4164582341","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"266775","full_name":"Lisa Rosen","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2018-09-06","lead_status":"Refused","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","cpa_certification":"PCP","blocnote":"june 5 2025 completed\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 contact not available to speak; call ended quickly.\n2026 May 11 contact confirmed membership lapsed two years ago and is not interested in renewing.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:46-04:00","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 not doing payroll anymore","hardtoparticipateevents":"No","mini_nps":"1","age_range":"Preferred not to say","selfpayrollproficiency":"Basic","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":"L25A00948","temp_intcode_for_auto_old_int_code":"01","phone_2":"4164582341","last_infoline_date_type":"2020-10-13","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2019-01-07","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2020-12-20","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":"lrrosen2@gmail.com","pcl_completion_date_5":"2024-01-07","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent contacted Lisa regarding her lapsed Associate membership with the National Payroll Institute. Lisa confirmed her membership lapsed two years ago and expressed disinterest in renewing. The call ended shortly after without further questions.","aitm_callsummarytitle":"Contact declined membership renewal","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_fca83d99b3b85a3d3398d1a157a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fca83d99b3b85a3d3398d1a157a","onesentencenotrenewed":"Not interested in renewing the membership.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Membership lapsed two years ago and no interest in renewal.","number_of_calls_reached":"2","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00948"}},"seriesid":"163"}
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{"contact":{"id":"36046","email":"tercyj@yahoo.fr","first_name":"Jean","last_name":"Tercy","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jean Lenois Tercy","language":"French","canceldate":"2023-12-02","time_zone":"2","area_code":"819","members_type":"CAND","new_member_date_2":"2022-10-13","phone_2":"8192098093","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"282211","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"LB2507457","last_act_type":"2023-01-06","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":"L25C01024","pcl_status":"P","pcl_completion_date":"2020-08-19","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":"LB2507457","npi_email_temp":"tercyj@yahoo.fr","pcl_completion_date_5":"2025-08-19","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"35123","email":"dianebondocdeleon@yahoo.com","first_name":"Diane","last_name":"Leon","phone":"","orgname":"AIS Solutions","customer_acct_name":"AIS Solutions","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Diane De Leon","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C00935","new_member_date_2":"2022-03-02","cert_status":"PENDING","phone_2":"6476099715","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"276669","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C00935","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-12-01","last_act_type":"2024-12-01","pcl_status":"P","pcl_completion_date":"2019-09-30","pf1_status":"P","pf1_completion_date":"2020-04-26","pf2_status":"P","pf2_completion_date":"2023-05-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-05-03","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"dianebondocdeleon@yahoo.com","pcl_completion_date_5":"2024-09-30","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"35424","email":"kara@inthebooks.ca","first_name":"Kara","last_name":"Greenwood","phone":"","orgname":"In the Books","customer_acct_name":"In the Books","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kara Greenwood","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C00964","new_member_date_2":"2021-01-08","phone_2":"4169375878","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"278686","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C00964","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-01-11","pcl_status":"F","pcl_completion_date":"2022-01-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kara@inthebooks.ca","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"34245","email":"lwiprud@apple.com","first_name":"Laura","last_name":"Wiprud","phone":"8006927753","orgname":"Apple Inc.","customer_acct_name":"Apple Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"312703","full_name":"Laura Wiprud","do_id":"L25A01186","language":"English","canceldate":"2023-07-11","time_zone":"3","area_code":"512","members_type":"AST","new_member_date_2":"2022-05-10","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"TX","intcode":"0","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026-05-08 invalid phone destination, phone: +15126742911","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:46-04:00","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A01186","temp_intcode_for_auto_old_int_code":"08","last_infoline_date_type":"2022-05-20","last_act_type":"2022-08-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lwiprud@apple.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:46-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_22dce03ab817594e7f9e916f6b2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_22dce03ab817594e7f9e916f6b2","phone_2":"8772555923"}},"seriesid":"163"}
{"contact":{"id":"35164","email":"nepomuceno.rowena26@yahoo.com.ph","first_name":"Rowena","last_name":"Cruz","phone":"7803499859","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rowena Cruz","language":"English","canceldate":"2023-09-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02693","new_member_date_2":"2022-07-25","phone_2":"7803499859","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314926","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02693","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-24","pcl_status":"P","pcl_completion_date":"2022-10-24","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2023-02-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"nepomuceno.rowena26@yahoo.com.ph","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
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{"contact":{"id":"35494","email":"booksbydc@gmail.com","first_name":"Danielle","last_name":"Cochrane","phone":"6045788214","orgname":"Guardian Bookkeeping & Payroll Services","customer_acct_name":"Guardian Bookkeeping & Payroll Services","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Danielle Cochrane","language":"English","canceldate":"2023-10-03","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C00971","new_member_date_2":"2019-08-20","phone_2":"6044866976","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"279062","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C00971","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-06","pcl_status":"P","pcl_completion_date":"2020-03-01","pf1_status":"P","pf1_completion_date":"2021-02-21","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"booksbydc@gmail.com","pcl_completion_date_5":"2025-03-01","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"36268","email":"claraliao@gmail.com","first_name":"Huiying","last_name":"Liao","phone":"9056958113","orgname":"T & T Supermarket Inc","customer_acct_name":"T & T Supermarket Inc","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Huiying Liao","language":"English","canceldate":"2023-03-02","cpa_certification":"PCP","extension_phone_1":"53661","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01045","new_member_date_2":"2020-01-08","cert_status":"PENDING","phone_2":"4379724788","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"284245","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01045","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-26","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2020-12-14","pf2_status":"P","pf2_completion_date":"2021-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-05-07","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"claraliao@gmail.com","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"34085","email":"marti.thomas@rsmus.com","first_name":"Marta","last_name":"Thomas","phone":"5633332311","orgname":"RSM US LLP","customer_acct_name":"RSM US LLP","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"260392","full_name":"Marta Thomas","do_id":"L25A00913","language":"English","canceldate":"2022-07-05","time_zone":"3","area_code":"563","members_type":"AST","new_member_date_2":"2021-04-29","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"IA","blocnote":"04 June 2025 Completed - she is not in payroll anymore\n2026 May 08 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:48-04:00","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":"not in payroll","hardtoparticipateevents":"No","mini_nps":"3","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":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25A00913","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2018-04-30","last_act_type":"2021-04-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"marti.thomas@rsmus.com","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:48-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was not answered and went to voicemail immediately.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"1","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_98f9f3a69bf9f2ab786c701c83e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_98f9f3a69bf9f2ab786c701c83e"}},"seriesid":"163"}
{"contact":{"id":"35773","email":"esurf920@hotmail.com","first_name":"Eva","last_name":"Serafin","phone":"9052576988","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Eva Serafin","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C00747","new_member_date_2":"2023-09-06","phone_2":"9052576988","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"234058","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C00747","last_act_type":"2023-06-09","pcl_status":"P","pcl_completion_date":"2023-12-18","pf1_status":"F","pf1_completion_date":"2024-08-26","number_of_passed_courses":"1","intcode":"16","blocnote":"LNC Nov 13 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T14:43:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"True","wera":"False","npi_email_temp":"esurf920@hotmail.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"35946","email":"alice.li028@gmail.com","first_name":"Alice","last_name":"Li","phone":"","orgname":"Scotiabank","customer_acct_name":"Scotiabank","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Alice Li, CHRP","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01538","new_member_date_2":"2021-04-14","phone_2":"6478929176","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"300102","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C01538","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-03-30","pcl_status":"P","pcl_completion_date":"2021-09-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"alice.li028@gmail.com","pcl_completion_date_5":"2026-09-12","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"35433","email":"arya619@protonmail.com","first_name":"Arya","last_name":"Nair","phone":"919497496111","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Arya Premachandran Nair","language":"English","canceldate":"2023-09-02","cpa_certification":"PCP","time_zone":"2","area_code":"919","members_type":"CAND","do_id":"L25C01212","new_member_date_2":"2020-07-24","cert_status":"PENDING","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"20","individual_id":"290362","paid_thru":"2023-06-30","blocnote":"International number","temp_do_id_for_auto_old_do_id":"L25C01212","temp_intcode_for_auto_old_int_code":"20","phone_2":"9194974961","extension_phone_2":"11","last_act_type":"2022-10-11","pcl_status":"P","pcl_completion_date":"2020-11-02","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-09-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-13","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"arya619@protonmail.com","pcl_completion_date_5":"2025-11-02","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"36204","email":"ha_palce@ymail.com","first_name":"Helen","last_name":"Palce","phone":"9057371147","orgname":"Staples Canada Inc.","customer_acct_name":"Staples Canada Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Helen Palce, PCP","language":"English","canceldate":"2024-09-04","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2024-05-10","cert_status":"ACTIVE","phone_2":"4378490352","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed DEL","pipeline_1_lapsed_members":"","individual_id":"283952","organization_id":"179632","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2505367","old_do_id":"LB2505367","last_act_type":"2025-09-30","company_paid_thru":"2026-04-30","date_of_renewal_identification":"2025-10-08","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":"2024-06-21","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"ha_palce@ymail.com","pcl_completion_date_5":"2025-04-26","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","do_id":"","company_status":"A"}},"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, TMAI","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":"05","blocnote":"june 9 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 call reached automated directory, no human contact\n2026-05-08 Dial no answer, phone: +19054573285\n2026 May 11 unable to reach Connie through directory, will call back later\n2026 May 13 call reached voicemail, no human contact made\n2026-05-13 Dial no answer, phone: +19054573285\n2026 May 15 call attempted but no answer\n2026 May 19 call reached voicemail, no contact made\n2026-05-19 Dial no answer, phone: +19054573285\n2026 May 21 call reached voicemail, no human contact\n2026-05-21 Dial no answer, phone: +19054573285\n2026 May 25 reached voicemail at Harman Incorporated, no contact with Connie.\n2026-05-25 Dial no answer, phone: +19054573285","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:06-04:00","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A01047","temp_intcode_for_auto_old_int_code":"05","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","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-25T13:22:05-04:00","number_of_call_attempts":"6","number_of_total_call_attempts":"12","npi_transcriptsummary":"The call reached a voicemail system at Harman Incorporated and did not connect to the intended contact, Connie. The agent attempted to navigate the phone menu and left a message regarding the lapsed NPI membership.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_9cfe42ffd33525ac380acb5f3bb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9cfe42ffd33525ac380acb5f3bb","number_of_calls_reached":"3","mini_nps":"3","onesentencenotrenewed":"Unable to reach the contact through the directory.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not reachable at this time.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"36132","email":"chris.charisma.lai@gmail.com","first_name":"Christopher","last_name":"Lai","phone":"7783756400","orgname":"Translink","customer_acct_name":"Translink","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Christopher Lai, PCP","language":"English","canceldate":"2023-06-02","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"CORP","do_id":"","new_member_date_2":"2021-04-29","cert_status":"ACTIVE","phone_2":"6047043183","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"300729","organization_id":"6055","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C01561","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-02-28","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2021-09-12","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2022-06-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-01-11","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"chris.charisma.lai@gmail.com","pcl_completion_date_5":"2026-09-12","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01561","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35874","email":"kristinwierenga1@gmail.com","first_name":"Kristin","last_name":"Wierenga","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kristin Wierenga","language":"English","canceldate":"2023-10-03","time_zone":"3","area_code":"204","members_type":"CAND","new_member_date_2":"2022-09-19","phone_2":"2047213975","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315529","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"LB2505941","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":"L25C02775","last_act_type":"2022-09-14","pcl_status":"P","pcl_completion_date":"2023-02-06","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2505941","npi_email_temp":"kristinwierenga1@gmail.com","pcl_completion_date_5":"2028-02-06","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34455","email":"y.letourneau@stg-ing.com","first_name":"Yolaine","last_name":"L\u00e9tourneau","phone":"8197915744","orgname":"St- George Stuctures et Civils Inc.","customer_acct_name":"St- George Stuctures et Civils Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"315684","full_name":"Yolaine L\u00e9tourneau","do_id":"L25A00486","language":"French","canceldate":"2023-10-03","time_zone":"2","area_code":"819","extension_phone_1":"101","members_type":"AST","new_member_date_2":"2022-08-17","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2023-07-31","intcode":"15","blocnote":"2 sept 2025 bv\n2026 May 08 call started but no conversation beyond greeting and identity confirmation attempt","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:56-04:00","temp_do_id_for_auto_old_do_id":"L25A00486","temp_intcode_for_auto_old_int_code":"15","phone_2":"8732008391","last_act_type":"2022-08-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"y.letourneau@stg-ing.com","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:56-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Yolaine, but the conversation did not progress beyond the initial greeting and identity confirmation attempt. The call ended due to inactivity without any further interaction or task completion.","aitm_callsummarytitle":"Call ended after initial greeting","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2cd64bc81a38931b64a93b83372","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2cd64bc81a38931b64a93b83372","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36351","email":"colleenshea1926@gmail.com","first_name":"Colleen","last_name":"Shea","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Colleen Shea","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"4","area_code":"587","members_type":"AST","do_id":"L25A01481","new_member_date_2":"2016-03-22","cert_status":"PENDING","phone_2":"5874367721","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"242002","intcode":"06","blocnote":"June 12 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:44-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A01481","temp_intcode_for_auto_old_int_code":"6","last_conf_date_type":"2016-06-15","last_act_type":"2023-02-22","pcl_status":"P","pcl_completion_date":"2016-12-04","pf1_status":"P","pf1_completion_date":"2017-11-20","pf2_status":"P","pf2_completion_date":"2020-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-11-28","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"colleenshea1926@gmail.com","pcl_completion_date_5":"2021-12-04","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-15T18:22:46-04:00","number_of_call_attempts":"8","number_of_total_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","session_id":"call_665d009973439ffc2fd5b7fa7a8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_665d009973439ffc2fd5b7fa7a8"}},"seriesid":"163"}
{"contact":{"id":"34916","email":"jenrya@montpak.ca","first_name":"Jenry","last_name":"Granados","phone":"4506659524","orgname":"Montpak International","customer_acct_name":"Montpak International","tags":"WR250416, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Jenry Granados","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":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","time_zone":"2","area_code":"450","organization_id":"239405","individual_id":"349788","temp_do_id_for_auto_old_do_id":"LB2505611","language":"French","extension_phone_1":"348","last_act_type":"2026-02-27","company_paid_thru":"2027-03-31","number_of_passed_courses":"1","pcl_status":"P","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","last_infoline_date_type":"2026-02-27","do_id":"LB2505611","old_do_id":"L25A00634","npi_email_temp":"jenrya@montpak.ca","pcl_completion_date":"2026-02-03","pcl_completion_date_5":"2031-02-03","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","pf1_status":"E","corp_cancel_date":"2022-02-02","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35640","email":"angelinac2617@gmail.com","first_name":"Hongmei","last_name":"Cheng","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Hongmei Cheng","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01230","new_member_date_2":"2020-08-13","cert_status":"PENDING","phone_2":"7782390976","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290903","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C01230","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-03-24","pcl_status":"P","pcl_completion_date":"2020-10-18","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"P","pf2_completion_date":"2021-01-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-02-16","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"angelinac2617@gmail.com","pcl_completion_date_5":"2025-10-18","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"36526","email":"derekmcdonald24@gmail.com","first_name":"Derek","last_name":"McDonald","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Derek McDonald","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02851","new_member_date_2":"2022-08-31","phone_2":"6478228315","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316047","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":"L25C02851","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-26","pcl_status":"F","pcl_completion_date":"2022-12-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"derekmcdonald24@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35700","email":"quintero.alanna@gmail.com","first_name":"Alanna","last_name":"Quintero","phone":"8776136247","orgname":"Enbridge","customer_acct_name":"Enbridge","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Alanna Quintero","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"877","members_type":"CAND","do_id":"L25C02755","new_member_date_2":"2022-08-26","phone_2":"7806045772","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315385","paid_thru":"2024-07-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C02755","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-19","pcl_status":"F","pcl_completion_date":"2022-12-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"quintero.alanna@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"34235","email":"erinoogarah@gmail.com","first_name":"Erin","last_name":"Oogarah","phone":"6133867351","orgname":"Loyalist Township","customer_acct_name":"Loyalist Township","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"302211","full_name":"Erin Oogarah","do_id":"L25A00434","language":"English","canceldate":"2022-08-03","time_zone":"2","area_code":"613","extension_phone_1":"153","members_type":"AST","new_member_date_2":"2021-06-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 call reached voicemail, no contact with Colby Eamon\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human contact\n2026 May 11 call started, agent introduced herself and membership lapse, call ended early without survey or renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:47-04:00","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25A00434","temp_intcode_for_auto_old_int_code":"15","phone_2":"6135839613","last_act_type":"2021-06-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"erinoogarah@gmail.com","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:41:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent reached Erin and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. 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","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d963485cad34761730840eeba25","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d963485cad34761730840eeba25","mini_nps":"3","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34570","email":"w.perry@telus.net","first_name":"Wanda","last_name":"Perry-Arnold","phone":"7095202080","orgname":"Perry-Arnold Accounting Inc. O\/a Adding Ink","customer_acct_name":"Perry-Arnold Accounting Inc. O\/a Adding Ink","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"13500","full_name":"Wanda Perry-Arnold","do_id":"L25A00513","language":"English","canceldate":"2022-11-02","time_zone":"1","area_code":"709","members_type":"AST","new_member_date_2":"2021-09-24","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"NL","cpa_certification":"CPM","intcode":"15","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 Feb 26 callback scheduled for Wanda at 6 PM\n2026 Feb 26 call initiated, brief answer but no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-02-26T18:31:45-05:00","paid_thru":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25A00513","temp_intcode_for_auto_old_int_code":"15","phone_2":"7092350762","last_act_type":"2021-09-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"w.perry@telus.net","aitm_status_called":"2026-02-26T18:31:45-05:00","number_of_call_attempts":"0","npi_call_back_date_and_time":"2026-02-26T18:00:00-05:00","npi_call_back_time_hour":"18","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent called and asked to speak with Wanda, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call ended after brief answer","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\/08\/2022","latest_paid_thru":"2022-08-31"}},"seriesid":"163"}
{"contact":{"id":"35112","email":"kristina_chidiac@hotmail.com","first_name":"Kristina","last_name":"Chidiac","phone":"","orgname":"Hamilton Community Foundation","customer_acct_name":"Hamilton Community Foundation","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kristina Chidiac, BSc","language":"English","canceldate":"2023-04-04","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C00934","new_member_date_2":"2020-02-11","cert_status":"PENDING","phone_2":"9059213279","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"276652","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C00934","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-02","pcl_status":"P","pcl_completion_date":"2020-05-31","pf1_status":"P","pf1_completion_date":"2020-09-28","pf2_status":"P","pf2_completion_date":"2021-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-02-25","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"kristina_chidiac@hotmail.com","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"35474","email":"amy.tilling@outlook.com","first_name":"Amy","last_name":"Tilling","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Amy Tilling","language":"English","canceldate":"2023-05-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02215","new_member_date_2":"2022-03-28","phone_2":"4038637710","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311476","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02215","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-25","pcl_status":"P","pcl_completion_date":"2022-08-04","pf1_status":"F","pf1_completion_date":"2022-12-04","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"amy.tilling@outlook.com","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"35952","email":"vkostea@gmail.com","first_name":"Vera","last_name":"Costea","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Vera Costea","language":"French","canceldate":"2023-03-02","time_zone":"2","area_code":"438","members_type":"CAND","do_id":"L25C01015","new_member_date_2":"2020-01-07","phone_2":"4384016474","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"281321","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01015","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-22","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2021-02-21","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"vkostea@gmail.com","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"35017","email":"marjd3@telus.net","first_name":"Marjorie","last_name":"Davies","phone":"7809842164","orgname":"Marjorie's Bookkeeping","customer_acct_name":"Marjorie's Bookkeeping","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Marjorie Davies, I.C.I.A","language":"English","canceldate":"2024-08-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01174","new_member_date_2":"2020-06-03","phone_2":"7809842164","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"289309","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C01174","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-14","pcl_status":"P","pcl_completion_date":"2020-10-04","pf1_status":"F","pf1_completion_date":"2023-11-02","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"marjd3@telus.net","pcl_completion_date_5":"2025-10-04","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"35657","email":"abegail_llanzana22@yahoo.com","first_name":"Abegail","last_name":"Llanzana","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Abegail Llanzana","language":"English","canceldate":"2023-06-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02232","new_member_date_2":"2022-04-05","phone_2":"7805524972","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311569","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C02232","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-04","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","trc":"True","wera":"False","npi_email_temp":"abegail_llanzana22@yahoo.com","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"34540","email":"fanny.flores@thomsonreuters.com","first_name":"Fanny","last_name":"Flores","phone":"8446093800","orgname":"Thomson Reuters","customer_acct_name":"Thomson Reuters","tags":"PartnerAutomation, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"258567","full_name":"Fanny Flores","do_id":"L25A00506","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"844","members_type":"AST","new_member_date_2":"2022-03-25","lead_status":"Partner","no_email_solicitation":"False","pipeline_1_lapsed_members":"","province":"ON","pipeline_2_members_only_ast":"","intcode":"06","blocnote":"june 9 2025 vm\r\n25 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-25T11:12:00-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00506","temp_intcode_for_auto_old_int_code":"6","phone_2":"5062277970","extension_phone_2":"8","last_infoline_date_type":"2023-01-25","last_act_type":"2023-01-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fanny.flores@thomsonreuters.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"35344","email":"paolacabrerah@hotmail.com","first_name":"Paola","last_name":"Cabrera","phone":"4388628834","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Paola Cabrera","language":"French","canceldate":"2023-04-04","cpa_certification":"SCPQ","time_zone":"2","area_code":"438","members_type":"CAND","do_id":"L25C01465","new_member_date_2":"2021-02-22","cert_status":"PENDING","phone_2":"4388628834","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"298322","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C01465","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-08-31","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"paolacabrerah@hotmail.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"35906","email":"yujihye@gmail.com","first_name":"Jihye","last_name":"Yu","phone":"7787103508","orgname":"Gina My Bookkeeper Ltd.","customer_acct_name":"Gina My Bookkeeper Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Jihye Yu","language":"English","canceldate":"2024-08-02","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"AST","new_member_date_2":"2019-06-14","pds_april":"1","cert_status":"WITHDRAWN_CPE","phone_2":"7787103508","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"200599","intcode":"21","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no human answer\n2026 May 11 call reached voicemail, no conversation.\n2026 May 11 voicemail reached, no human answer\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 contact answered but declined to continue due to no time","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T16:06:44-04:00","pds_july":"1","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01444","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_infoline_date_type":"2020-11-19","last_act_type":"2025-04-24","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":"2013-03-18","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"yujihye@gmail.com","pcl_completion_date_5":"2024-09-30","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-13T16:26:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The agent reached Jihye and introduced the call regarding her lapsed Associate membership with the National Payroll Institute. Jihye declined to continue the conversation due to lack of time. The call ended shortly after without further discussion or survey completion.","aitm_callsummarytitle":"Contact declined to continue due to no time","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_52b8cd51d83688ef7ce046a4d80","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_52b8cd51d83688ef7ce046a4d80","onesentencenotrenewed":"No time to talk right now.","initialvalue":"Other","othermemberbenefit":"No time to talk right now","old_int_code":"6","astotherreasonsnottorenew":"No time to talk right now","age_range":"Preferred not to say","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01444","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35196","email":"prernamadaan91@gmail.com","first_name":"Prerna","last_name":"Kohli","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Prerna Kohli","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C02697","new_member_date_2":"2022-07-25","phone_2":"4372343855","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314933","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":"L25C02697","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-29","pcl_status":"P","pcl_completion_date":"2022-10-24","pf1_status":"F","pf1_completion_date":"2023-11-27","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"prernamadaan91@gmail.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"36486","email":"cheryl_pacaud@rogers.com","first_name":"Cheryl","last_name":"Pacaud","phone":"4162838777","orgname":"Beechgrove Country Foods","customer_acct_name":"Beechgrove Country Foods","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Cheryl Pacaud","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C02567","new_member_date_2":"2022-08-31","phone_2":"4163054029","province":"ON","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314219","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":"L25C02567","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-02-10","pcl_status":"F","pcl_completion_date":"2022-11-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cheryl_pacaud@rogers.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"36219","email":"adrianascarola@gmail.com","first_name":"Adriana","last_name":"Carola","phone":"6476203160","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Adriana Carola","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02283","new_member_date_2":"2022-04-12","phone_2":"6476203160","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"311961","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C02283","last_act_type":"2022-11-04","pcl_status":"F","pcl_completion_date":"2022-08-08","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LNC Nov 26 2025 Survey completed She said she did the course because she though that her job would transition to payroll it do not.","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:09:00-05:00","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","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":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Native","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"adrianascarola@gmail.com","pcl_completion_date_5":"2027-08-08","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"34569","email":"anavukelich@yahoo.com","first_name":"Ana","last_name":"Vukelich","phone":"8312729078","orgname":"Flexport Inc.","customer_acct_name":"Flexport Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"288463","full_name":"Ana Vukelich","do_id":"L25A01053","language":"English","canceldate":"2021-07-03","time_zone":"5","area_code":"831","members_type":"AST","new_member_date_2":"2020-05-08","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\n2026 May 08 call reached voicemail, no message left\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 voicemail reached, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:47-04:00","paid_thru":"2021-04-30","temp_do_id_for_auto_old_do_id":"L25A01053","temp_intcode_for_auto_old_int_code":"6","phone_2":"8312729078","last_act_type":"2021-03-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"anavukelich@yahoo.com","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:31:44-04:00","number_of_call_attempts":"8","number_of_total_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","session_id":"call_75397e8d95a41e6a05781032e19","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_75397e8d95a41e6a05781032e19","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"35068","email":"tlcarvallo@gmail.com","first_name":"Tracy","last_name":"Carvallo","phone":"2263474372","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Tracy Carvallo","language":"English","canceldate":"2024-04-02","time_zone":"2","area_code":"226","members_type":"CAND","new_member_date_2":"2023-02-17","phone_2":"2263474372","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"48877","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C00680","last_infoline_date_type":"2023-12-07","last_act_type":"2023-12-07","pcl_status":"F","pcl_completion_date":"2023-06-28","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:29:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"tlcarvallo@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00680","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"35935","email":"chenliyan1967@gmail.com","first_name":"Yan","last_name":"Li","phone":"6138437267","orgname":"Chenlee Consulting Inc.","customer_acct_name":"Chenlee Consulting Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yan Li","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"L25C01256","new_member_date_2":"2020-08-26","cert_status":"PENDING","phone_2":"535013750","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"291481","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01256","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-29","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-15","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"chenliyan1967@gmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35570","email":"tanqiaohua@gmail.com","first_name":"Qiaohua","last_name":"Tan","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Qiaohua Tan","language":"English","canceldate":"2024-10-02","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C02740","new_member_date_2":"2022-08-05","phone_2":"2049637518","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"315296","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C02740","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-15","pcl_status":"P","pcl_completion_date":"2022-10-24","pf1_status":"P","pf1_completion_date":"2023-03-06","pf2_status":"F","pf2_completion_date":"2023-07-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-04-13","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"tanqiaohua@gmail.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"35680","email":"n.harrison795@gmail.com","first_name":"Naomi","last_name":"Harrison","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Naomi Harrison","language":"English","canceldate":"2023-05-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02234","new_member_date_2":"2022-03-30","phone_2":"6043546522","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311573","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02234","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-29","pcl_status":"F","pcl_completion_date":"2022-07-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"n.harrison795@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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":"2024-04-02","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","latest_paid_thru":"2025-01-31"}},"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":"260522 Lapsed DEL","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":"","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","latest_paid_thru":"2026-07-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02460","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34348","email":"sheryl@bcsre.ca","first_name":"Sheryl","last_name":"Moriarity","phone":"6046891233","orgname":"BCS REAL ESTATE (Burgess Cawley Sullivan)","customer_acct_name":"BCS REAL ESTATE (Burgess Cawley Sullivan)","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"280368","full_name":"Sheryl Moriarity, CPHR","do_id":"L25A00989","language":"English","canceldate":"2021-11-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2019-09-10","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"21","blocnote":"June 5 2025 She said she is no longer in payroll then hung up.","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T16:31:00-04:00","old_int_code":"12","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25A00989","temp_intcode_for_auto_old_int_code":"21","phone_2":"6046464546","last_infoline_date_type":"2020-12-05","last_act_type":"2020-08-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sheryl@bcsre.ca","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31"}},"seriesid":"163"}
{"contact":{"id":"35462","email":"acc_ramez@yahoo.com","first_name":"Ramez","last_name":"Nazeem","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ramez Nazeem","language":"English","canceldate":"2024-02-03","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C00968","new_member_date_2":"2022-12-02","pds_april":"1","phone_2":"4039023109","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"278860","pds_july":"1","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25C00968","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_act_type":"2022-02-12","pcl_status":"P","pcl_completion_date":"2020-05-31","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"F","pf2_completion_date":"2023-03-19","number_of_passed_courses":"2","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"acc_ramez@yahoo.com","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"35379","email":"kmcaccbusiness@gmail.com","first_name":"Kristy","last_name":"McRitchie","phone":"7808509493","orgname":"KMC Business Solutions","customer_acct_name":"KMC Business Solutions","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kristy McRitchie","language":"English","canceldate":"2024-03-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01207","new_member_date_2":"2021-01-04","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290211","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C01207","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2021-03-03","last_act_type":"2022-06-12","pcl_status":"P","pcl_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kmcaccbusiness@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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, TMAI","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\n2026 May 08 voicemail reached, no conversation\n2026 May 11 call reached voicemail, no contact with Susan\n2026 May 13 call reached voicemail, no contact with Susan\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact with Susan\n2026 May 21 call went to voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T18:07:09-04:00","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","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-25T18:07:09-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call reached voicemail as the contact was unavailable to answer. 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","session_id":"call_5f871a0ee5d38775134ac15e8b3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5f871a0ee5d38775134ac15e8b3"}},"seriesid":"163"}
{"contact":{"id":"35262","email":"miha.mnitu@gmail.com","first_name":"Mihaela","last_name":"Nitu","phone":"2503566170","orgname":"Legislative Assembly of BC","customer_acct_name":"Legislative Assembly of BC","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Mihaela Nitu, PCP","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","time_zone":"5","area_code":"250","members_type":"CORP","do_id":"","new_member_date_2":"2021-08-25","cert_status":"ACTIVE","phone_2":"2508807414","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304235","organization_id":"67301","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"L25C01703","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-04-05","company_paid_thru":"2027-05-31","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-12-05","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"miha.mnitu@gmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01703","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"35652","email":"kalyanimaharaja2827@gmail.com","first_name":"Kalyani","last_name":"Arunachalam","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kalyani Saroja Arunachalam","language":"English","canceldate":"2024-12-04","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C01749","new_member_date_2":"2021-10-15","phone_2":"5873515154","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"305151","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C01749","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-28","pcl_status":"P","pcl_completion_date":"2022-02-27","pf1_status":"F","pf1_completion_date":"2022-07-11","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kalyanimaharaja2827@gmail.com","pcl_completion_date_5":"2027-02-27","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
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{"contact":{"id":"35181","email":"daniellemfaber@gmail.com","first_name":"Danielle","last_name":"Faber","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Danielle Faber","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C01189","new_member_date_2":"2020-08-25","cert_status":"PENDING","phone_2":"5878325248","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"289755","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01189","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-07-11","last_act_type":"2022-07-11","pcl_status":"P","pcl_completion_date":"2020-11-15","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-10-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-12","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"daniellemfaber@gmail.com","pcl_completion_date_5":"2025-11-15","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
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{"contact":{"id":"36311","email":"mmcsor@telus.net","first_name":"Michelle","last_name":"McSorley","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Michelle McSorley","language":"English","canceldate":"2024-08-07","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01049","new_member_date_2":"2020-01-24","pds_april":"1","phone_2":"4034810503","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"284358","pds_july":"1","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C01049","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_infoline_date_type":"2020-01-22","last_conf_date_type":"2024-06-19","last_act_type":"2024-07-08","pcl_status":"P","pcl_completion_date":"2020-06-07","pf1_status":"P","pf1_completion_date":"2021-04-26","number_of_passed_courses":"2","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"mmcsor@telus.net","pcl_completion_date_5":"2025-06-07","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"34392","email":"bkirouac@videotron.ca","first_name":"Brigitte","last_name":"Kirouac","phone":"4504494006","orgname":"HMI Andritz","customer_acct_name":"HMI Andritz","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"242804","full_name":"Brigitte Kirouac","do_id":"L25A00471","language":"French","canceldate":"2022-04-02","time_zone":"2","area_code":"450","extension_phone_1":"327","members_type":"AST","new_member_date_2":"2021-01-29","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2022-01-31","intcode":"16","blocnote":"25 aout 2025 bv\n2026 May 08 voicemail reached, no human contact\n2026-05-08 invalid phone destination, phone: +15149857450","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:04-04:00","temp_do_id_for_auto_old_do_id":"L25A00471","temp_intcode_for_auto_old_int_code":"16","phone_2":"5149857450","last_infoline_date_type":"2021-06-07","last_act_type":"2021-06-07","pcl_status":"P","pcl_completion_date":"2016-08-02","pf1_status":"P","pf1_completion_date":"2016-12-25","pf2_status":"P","pf2_completion_date":"2017-06-11","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"bkirouac@videotron.ca","pcl_completion_date_5":"2021-08-02","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:46-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call reached a voicemail where the agent attempted to speak with Brigitte but was redirected to an operator and then to voicemail. No conversation with a human contact occurred, and no renewal or survey actions were taken.","aitm_callsummarytitle":"Voicemail reached, no human contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_32e78a077a3e4c74ff40cf4e2d4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_32e78a077a3e4c74ff40cf4e2d4","old_int_code":"08"}},"seriesid":"163"}
{"contact":{"id":"35812","email":"petrescuvlad18@gmail.com","first_name":"Vlad","last_name":"Petrescu","phone":"9059145482","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Vlad Petrescu","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C02768","new_member_date_2":"2022-08-11","phone_2":"9057255482","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"315443","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C02768","last_act_type":"2022-12-22","pcl_status":"F","pcl_completion_date":"2022-12-11","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:44:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"petrescuvlad18@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35074","email":"jeteswife@hotmail.com","first_name":"Kimberly","last_name":"Hirons","phone":"2892414559","orgname":"Meyers Fruit Farms Ltd.","customer_acct_name":"Meyers Fruit Farms Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Kimberly Hirons","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"289","members_type":"CAND","do_id":"L25C02179","new_member_date_2":"2022-03-10","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"310969","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02179","last_act_type":"2022-09-03","pcl_status":"F","pcl_completion_date":"2022-07-17","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:31:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jeteswife@hotmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"36005","email":"william.yeheng@gmail.com","first_name":"William","last_name":"Heng","phone":"7788885185","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"William Heng","language":"English","canceldate":"2023-06-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01545","new_member_date_2":"2021-04-20","phone_2":"6044337316","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"300369","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C01545","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-28","pcl_status":"F","pcl_completion_date":"2022-05-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"william.yeheng@gmail.com","pcl_completion_date_5":"2027-05-29","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"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, 260522 Lapsed DEL","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":"","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":"2026-12-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nshivdasani@hotmail.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25C00679","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35483","email":"gaudete@cssrn.gouv.qc.ca","first_name":"Edith","last_name":"Gaudet","phone":"8197628161","orgname":"Centre de Services Scolaire de Rouyn-Noranda","customer_acct_name":"Centre de Services Scolaire de Rouyn-Noranda","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Edith Gaudet","language":"French","canceldate":"2024-11-02","extension_phone_1":"2277","time_zone":"2","area_code":"819","members_type":"CAND","do_id":"L25C01729","new_member_date_2":"2021-09-08","phone_2":"8197635430","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304821","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C01729","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-05-30","last_act_type":"2024-05-30","pcl_status":"P","pcl_completion_date":"2022-01-16","pf1_status":"P","pf1_completion_date":"2023-02-06","pf2_status":"P","pf2_completion_date":"2023-07-14","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"gaudete@cssrn.gouv.qc.ca","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"35708","email":"ktiwary@hotmail.com","first_name":"Kavita","last_name":"Tiwary","phone":"4165294762","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Kavita Tiwary","language":"English","canceldate":"2023-08-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"AST","do_id":"L25A01427","new_member_date_2":"2010-06-21","cert_status":"WITHDRAWN_CPE","phone_2":"4165294762","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"171146","intcode":"06","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 call reached voicemail after greeting\n2026 May 08 call reached voicemail after greeting\n2026 May 11 call reached voicemail after greeting\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:43-04:00","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A01427","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":"2011-06-22","pf2_status":"P","pf2_completion_date":"2018-12-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-06-28","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ktiwary@hotmail.com","pcl_completion_date_5":"2015-10-04","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5791a57d6e3c70abc354e3531f0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5791a57d6e3c70abc354e3531f0"}},"seriesid":"163"}
{"contact":{"id":"34054","email":"c.cavanagh@sheret.com","first_name":"Cindy","last_name":"Cavanagh","phone":"4037758010","orgname":"Andrew Sheret Ltd.","customer_acct_name":"Andrew Sheret Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"97180","full_name":"Cindy Cavanagh","do_id":"L25A00391","language":"English","canceldate":"2023-10-03","time_zone":"4","area_code":"403","extension_phone_1":"304","members_type":"AST","new_member_date_2":"2022-07-28","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","cpa_certification":"PCP","intcode":"15","blocnote":"03 June 2025 Not at the office\r\nLN \/ 15 September 2025 VM\n2026 May 08 call ended after identity confirmation attempts, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:44-04:00","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A00391","temp_intcode_for_auto_old_int_code":"15","phone_2":"4038285757","last_infoline_date_type":"2021-02-17","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2019-10-21","pf2_status":"P","pf2_completion_date":"2020-02-09","number_of_passed_courses":"3","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"c.cavanagh@sheret.com","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Cindy but did not receive a clear response. The call ended shortly after with no further conversation or task completion.","aitm_callsummarytitle":"Unsuccessful call - no contact confirmation","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cd9b8f689db62c0d2bd80cdcb91","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cd9b8f689db62c0d2bd80cdcb91","number_of_calls_reached":"1"}},"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":"2023-11-07","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","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35763","email":"asathiyamoorthy@myseneca.ca","first_name":"Abirami","last_name":"Sathiyamoorthy","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Abirami Sathiyamoorthy","language":"English","canceldate":"2023-12-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01761","new_member_date_2":"2021-10-05","phone_2":"6477030257","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"305467","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25C01761","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-02","pcl_status":"P","pcl_completion_date":"2022-05-01","pf1_status":"F","pf1_completion_date":"2023-05-07","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"asathiyamoorthy@myseneca.ca","pcl_completion_date_5":"2027-05-01","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
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{"contact":{"id":"35950","email":"mangesh.aher@yahoo.in","first_name":"Mangesh","last_name":"Aher","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mangesh Aher","language":"English","canceldate":"2023-08-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02516","new_member_date_2":"2022-06-07","phone_2":"7803994216","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313773","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":"L25C02516","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-06","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-11-09","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"mangesh.aher@yahoo.in","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36284","email":"christa.masson@gmail.com","first_name":"Christa","last_name":"Masson","phone":"4165582150","orgname":"Called To Accounting Inc.","customer_acct_name":"Called To Accounting Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Christa Masson, B.Sc\/B.comm.","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C00795","new_member_date_2":"2021-03-10","phone_2":"4165582150","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"258591","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25C00795","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-08-15","pcl_status":"P","pcl_completion_date":"2018-04-01","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"F","pf2_completion_date":"2022-12-18","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"christa.masson@gmail.com","pcl_completion_date_5":"2023-04-01","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"35876","email":"benoit.lemay@me.com","first_name":"Benoit","last_name":"Lemay","phone":"8193756549","orgname":"Excelpro Electrique Inc.","customer_acct_name":"Excelpro Electrique Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Benoit Lemay","language":"French","canceldate":"2023-10-03","time_zone":"2","area_code":"819","members_type":"AST","do_id":"L25C01251","new_member_date_2":"2025-05-12","phone_2":"8192471934","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"291385","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"L25C01251","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-12-05","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"benoit.lemay@me.com","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30"}},"seriesid":"163"}
{"contact":{"id":"34556","email":"valeriestrawberry@gmail.com","first_name":"Valerie","last_name":"Strawberry","phone":"5878768891","orgname":"O'Chiese First Nation","customer_acct_name":"O'Chiese First Nation","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"222951","full_name":"Valerie Strawberry","do_id":"L25A00760","language":"English","canceldate":"2021-09-02","time_zone":"4","area_code":"587","members_type":"AST","new_member_date_2":"2020-07-21","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"06","blocnote":"05 June 2025 VM\r\nJune 11 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 call reached voicemail for Valerie Strawberry\n2026 May 11 call reached voicemail\n2026 May 13 call reached voicemail for Valerie Strawberry\n2026 May 15 call reached voicemail, no contact made.\n2026 May 19 contact requested live person for follow-up, call forwarded to team.\n2026 May 21 call reached voicemail\n2026 May 25 voicemail reached, no human answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:37:04-04:00","paid_thru":"2021-06-30","temp_do_id_for_auto_old_do_id":"L25A00760","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-01-13","pcl_status":"P","pcl_completion_date":"2014-10-27","pf1_status":"P","pf1_completion_date":"2015-03-02","pf2_status":"F","pf2_completion_date":"2020-11-08","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"valeriestrawberry@gmail.com","pcl_completion_date_5":"2019-10-27","formatted_paid_thru":"30\/06\/2021","latest_paid_thru":"2021-06-30","called_by":"Tri","aitm_status_called":"2026-05-25T11:37:04-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was an outbound attempt to reach the contact, but it went to voicemail and was not answered by a human.","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","session_id":"call_6265a4862a33d16d88204ea5ad3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6265a4862a33d16d88204ea5ad3","mini_nps":"3","onesentencenotrenewed":"Valerie did not express interest in renewing and requested to speak with a live person instead.","initialvalue":"Other","othermemberbenefit":"Requested live person for communication instead of AI agent.","old_int_code":"03","astotherreasonsnottorenew":"Requested to speak with a live person instead of AI agent.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"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":"2022-12-04","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","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"35444","email":"rieschwab@gmail.com","first_name":"Rie","last_name":"Schwab","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rie Schwab","language":"English","canceldate":"2024-05-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01477","new_member_date_2":"2021-03-08","phone_2":"7788831035","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"298602","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C01477","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-03","pcl_status":"P","pcl_completion_date":"2021-07-05","pf1_status":"F","pf1_completion_date":"2022-02-27","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"rieschwab@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"34486","email":"tonyv@riversidehonda.com","first_name":"Tony","last_name":"Viveiros","phone":"7804587227","orgname":"Riverside Honda","customer_acct_name":"Riverside Honda","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"219768","full_name":"Tony Viveiros","do_id":"L25A00744","language":"English","canceldate":"2021-12-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2013-10-08","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached a gatekeeper at Riverside Honda and Skidoo; Tony not available.\n2026 May 11 contact not available, no voicemail left, will call back later.\n2026 May 13 outbound call to Riverside Honda and Skidoo, user navigated IVR to reception, call ended shortly.\n2026 May 15 callback scheduled for Tony at Riverside Honda - NPI# not provided\n2026 May 18 reached voicemail, no live contact\n2026 May 20 call to Riverside Honda and Ski Doo, reached reception briefly, call disconnected early\n2026 May 22 callback scheduled for Tony Viveiros on 2026-05-26 09:30 - Riverside Honda\n2026 May 26 reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-26T09:47:10-04:00","paid_thru":"2021-09-30","temp_do_id_for_auto_old_do_id":"L25A00744","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2020-04-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tonyv@riversidehonda.com","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","called_by":"Tri","aitm_status_called":"2026-05-26T09:47:10-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached a voicemail for Riverside Honda and Ski Doo, which was closed at the time of the call. No conversation with a human took place, and no further action was completed.","aitm_callsummarytitle":"Voicemail reached, no human interaction","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not available, callback scheduled.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"10","astotherreasonsnottorenew":"Contact was not available to discuss renewal.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_df934e0597c931b605fde81a35d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_df934e0597c931b605fde81a35d","number_of_calls_reached":"3","npi_call_back_date_and_time":"2026-05-26T09:30:00-04:00","npi_call_back_time_hour":"09","npi_call_back_time_minute":"30"}},"seriesid":"163"}
{"contact":{"id":"34335","email":"bre@bsmartbookkeeping.ca","first_name":"Brehanna","last_name":"Rooyen","phone":"2507136536","orgname":"B-Smart Bookkeeping","customer_acct_name":"B-Smart Bookkeeping","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"314453","full_name":"Brehanna Van Rooyen, BBA, CPB","do_id":"L25A01208","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2022-07-04","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail at Bismar Bookkeeping\n2026 May 08 call reached voicemail or automated system - no contact with Brehanna\n2026 May 11 call reached voicemail at Bismar Bookkeeping\n2026 May 11 call reached voicemail at Bismara Bookkeeping\n2026 May 13 call reached voicemail at B Smart Bookkeeping\n2026 May 13 call reached voicemail, no conversation with contact\n2026 May 15 call reached voicemail at Bessemer Bookkeeping\n2026 May 15 call reached voicemail at Bismar Bookkeeping","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:44-04:00","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A01208","temp_intcode_for_auto_old_int_code":"6","phone_2":"2507136536","last_act_type":"2022-01-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bre@bsmartbookkeeping.ca","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:32-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach a contact but was answered by voicemail at Bismar Bookkeeping.","aitm_callsummarytitle":"Voicemail reached at Bismar Bookkeeping","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ef0a08044f73587ec8690e45585","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ef0a08044f73587ec8690e45585","mini_nps":"3","onesentencenotrenewed":"No conversation occurred as call was answered by voicemail or automated system."}},"seriesid":"163"}
{"contact":{"id":"34256","email":"aihurrie@gmail.com","first_name":"Angie","last_name":"Hurrie","phone":"2049499407","orgname":"Shawenim Abinoojii Inc.","customer_acct_name":"Shawenim Abinoojii Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"25445","full_name":"Angie Hurrie","do_id":"L25A00439","language":"English","canceldate":"2021-05-04","time_zone":"3","area_code":"204","extension_phone_1":"164","members_type":"AST","new_member_date_2":"2020-03-12","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"5","pipeline_1_lapsed_members":"Lapsed Members","province":"MB","intcode":"15","blocnote":"jjune 5 2025 vm\r\nLN \/ 23 September 2025 No longer working there\n2026 May 08 call ended early, contact did not know Angie.\n2026 May 11 call initiated, brief identity confirmation attempt, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:06:46-04:00","pds_july":"5","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A00439","temp_intcode_for_auto_old_int_code":"15","pds_august":"5","phone_2":"2042244725","old_int_code":"03","pds_september":"5","last_act_type":"2020-09-29","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"aihurrie@gmail.com","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-11T12:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was very brief, with the agent attempting to confirm the identity of the contact by asking to speak with Angie. The call ended shortly after without further conversation.","aitm_callsummarytitle":"Brief call with identity confirmation attempt","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not know the requested person, so no renewal discussion occurred.","initialvalue":"Other","othermemberbenefit":"Contact did not provide other reasons for membership.","astotherreasonsnottorenew":"Contact did not know the requested person, so no renewal discussion occurred.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_008cbc11f8b6952edf66a574ef3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_008cbc11f8b6952edf66a574ef3","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"35697","email":"alphaingles0305@gmail.com","first_name":"Alpha","last_name":"Ingles","phone":"5876648008","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Alpha Ingles","language":"English","canceldate":"2023-03-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C01990","new_member_date_2":"2022-01-12","phone_2":"5876648008","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"308602","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01990","last_act_type":"2022-11-05","pcl_status":"F","pcl_completion_date":"2022-06-05","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:38:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"alphaingles0305@gmail.com","pcl_completion_date_5":"2027-06-05","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"36562","email":"durrantdpate@gmail.com","first_name":"Durrant","last_name":"Pate","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Durrant Pate","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01073","new_member_date_2":"2020-03-18","phone_2":"9055314567","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"285665","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C01073","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-28","pcl_status":"P","pcl_completion_date":"2020-08-09","pf1_status":"P","pf1_completion_date":"2020-09-28","pf2_status":"P","pf2_completion_date":"2021-11-21","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"durrantdpate@gmail.com","pcl_completion_date_5":"2025-08-09","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"35715","email":"bouchra.abd.ca@gmail.com","first_name":"Bouchra","last_name":"Ouardi","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Bouchra Ouardi","language":"French","canceldate":"2023-11-02","time_zone":"2","area_code":"438","members_type":"CAND","do_id":"L25C00992","new_member_date_2":"2019-09-04","phone_2":"4386225467","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"280042","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25C00992","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-05-16","last_act_type":"2022-05-07","pcl_status":"P","pcl_completion_date":"2019-12-23","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"P","pf2_completion_date":"2021-12-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"bouchra.abd.ca@gmail.com","pcl_completion_date_5":"2024-12-23","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"36107","email":"kmahan@platinum.ca","first_name":"Karen","last_name":"Mahan","phone":"4035085300","orgname":"Worley Canada Services Ltd.","customer_acct_name":"Worley Canada Services Ltd.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Karen Mahan","language":"English","canceldate":"2023-10-03","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2022-08-11","phone_2":"5872250883","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"311892","organization_id":"106459","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2505915","date_of_renewal_identification":"2026-05-28","old_do_id":"L25O01391","last_act_type":"2022-11-25","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2022-12-25","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2505915","npi_email_temp":"kmahan@platinum.ca","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36375","email":"gj03206@hotmail.com","first_name":"Lu","last_name":"Guo","phone":"7809483804","orgname":"SMS Equipment Inc.","customer_acct_name":"SMS Equipment Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Lu Guo, PCP","language":"English","canceldate":"2023-02-03","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","do_id":"","new_member_date_2":"2022-04-19","cert_status":"ACTIVE","phone_2":"7809373382","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"312118","organization_id":"24836","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"L25C02297","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-07-20","last_act_type":"2026-05-25","company_paid_thru":"2027-03-31","pcl_status":"P","pcl_completion_date":"2022-08-08","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2023-03-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-04-21","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"gj03206@hotmail.com","pcl_completion_date_5":"2027-08-08","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02297","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"34597","email":"outlndrs@telus.net","first_name":"Heather","last_name":"Hannam","phone":"2505631541","orgname":"PG Vet","customer_acct_name":"PG Vet","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"323665","full_name":"Heather Hannam","do_id":"L25A01270","language":"English","canceldate":"2024-06-04","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2023-04-10","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"10","blocnote":"06 June 2025 Not at the office\r\nLN \/ 17 September 2025 Have never used it\n2026 May 08 call reached receptionist Lena, asked for Heather Hannam, call ended on hold\n2026 May 11 callback scheduled for Heather at 8 AM\n2026 May 12 reached voicemail, no human interaction\n2026 May 12 user unable to hear, left callback number via automated system","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T08:31:42-04:00","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A01270","temp_intcode_for_auto_old_int_code":"10","phone_2":"2509815387","old_int_code":"06","last_act_type":"2023-06-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"outlndrs@telus.net","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-12T08:46:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The call was brief and the user indicated they could not hear well and suggested a callback later. The user left a callback number using the automated system before the call ended.","aitm_callsummarytitle":"User left callback number due to poor audio","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_98781f379a1ec7dedd9dfa6426b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_98781f379a1ec7dedd9dfa6426b","number_of_calls_reached":"2","npi_call_back_date_and_time":"2026-05-12T08:00:00-04:00","npi_call_back_time_hour":"08","npi_call_back_time_minute":"00","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"35072","email":"maryna.vaysman@gmail.com","first_name":"Maryna","last_name":"Vaysman","phone":"8557540530","orgname":"Grand HVAC Leasing","customer_acct_name":"Grand HVAC Leasing","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Maryna Vaysman, CPA","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"855","members_type":"CAND","do_id":"L25C01179","new_member_date_2":"2020-09-15","phone_2":"6478981131","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"289477","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C01179","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-12-14","pcl_status":"P","pcl_completion_date":"2021-10-10","pf1_status":"P","pf1_completion_date":"2021-12-23","pf2_status":"F","pf2_completion_date":"2024-02-15","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"maryna.vaysman@gmail.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"36144","email":"lorac_ayam@yahoo.com.ph","first_name":"Carolina","last_name":"Maya","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Carolina Maya","language":"English","canceldate":"2023-03-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02033","new_member_date_2":"2022-01-18","phone_2":"7807812358","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"309083","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C02033","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-18","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":"lorac_ayam@yahoo.com.ph","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"36407","email":"nat.glickman@gmail.com","first_name":"Natalie","last_name":"Glickman","phone":"4166974777","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Natalie Glickman","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C02838","new_member_date_2":"2022-08-25","phone_2":"4166974777","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315906","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":"L25C02838","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-10","pcl_status":"F","pcl_completion_date":"2023-05-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nat.glickman@gmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34305","email":"syama68@mail.ru","first_name":"Samira","last_name":"Kayat","phone":"7807335000","orgname":"PCL Constructors Inc.","customer_acct_name":"PCL Constructors Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"189666","full_name":"Samira Kayat","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"780","members_type":"CORP","new_member_date_2":"2011-09-09","lead_status":"Renewed Lapsed","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Renewed lapsed","province":"AB","cpa_certification":"PCP","organization_id":"9188","intcode":"99","blocnote":"june 5 2025 vm\r\nLN \/ 23 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-23T12:45:00-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O04535","temp_intcode_for_auto_old_int_code":"99","phone_2":"7804873340","old_do_id":"LB2507390","old_int_code":"6","last_infoline_date_type":"2023-10-13","last_act_type":"2025-04-24","company_paid_thru":"2026-11-30","pcl_status":"P","pcl_completion_date":"2011-12-16","pf1_status":"P","pf1_completion_date":"2012-04-26","pf2_status":"P","pf2_completion_date":"2013-01-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-06-04","number_of_passed_courses":"4","paid_thru":"2026-11-30","trc":"False","wera":"False","do_id":"L25O04535","date_of_renewal_identification":"2026-05-28","npi_email_temp":"syama68@mail.ru","last_conf_date_type":"2026-06-25","pcl_completion_date_5":"2016-12-16","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36053","email":"ltyler@ascendllp.com","first_name":"Lori","last_name":"Tyler","phone":"4036607271","orgname":"Ascend","customer_acct_name":"Ascend","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lori Tyler","language":"English","canceldate":"2024-09-04","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02024","new_member_date_2":"2023-07-20","phone_2":"4036607271","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"308999","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C02024","last_act_type":"2025-07-21","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"P","pf1_completion_date":"2023-10-24","number_of_passed_courses":"2","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":"2025-12-17T17:06:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ltyler@ascendllp.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"35745","email":"nimfa_arugay@yahoo.com","first_name":"Nimfa","last_name":"Arugay","phone":"7782783926","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Nimfa Arugay","language":"English","canceldate":"2023-03-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01759","new_member_date_2":"2022-01-10","phone_2":"7782783926","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"305405","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01759","last_act_type":"2022-08-31","pcl_status":"P","pcl_completion_date":"2022-01-16","pf1_status":"P","pf1_completion_date":"2022-05-01","pf2_status":"F","pf2_completion_date":"2022-08-21","number_of_passed_courses":"2","intcode":"06","blocnote":"LNC Nov 13 2025 vm\r\nLNC Dec 15 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T14:31:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"nimfa_arugay@yahoo.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"35406","email":"avaxuemei@gmail.com","first_name":"Xuemei","last_name":"Li","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Xuemei Li","language":"English","canceldate":"2023-01-05","cpa_certification":"PCP","time_zone":"2","area_code":"226","members_type":"CAND","do_id":"L25C00712","new_member_date_2":"2020-10-27","cert_status":"PENDING","phone_2":"2269615477","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"192338","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C00712","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-02-09","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":"2012-03-19","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"avaxuemei@gmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"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","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"35404","email":"kavitarawat2732@gmail.com","first_name":"Kavita","last_name":"Rawat","phone":"7802885311","orgname":"City of Edmonton","customer_acct_name":"City of Edmonton","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kavita Rawat","language":"English","canceldate":"2023-04-04","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C00962","new_member_date_2":"2022-01-27","phone_2":"6393177786","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"278618","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C00962","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-27","pcl_status":"P","pcl_completion_date":"2022-05-22","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kavitarawat2732@gmail.com","pcl_completion_date_5":"2027-05-22","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"35263","email":"membership@naaba.ca","first_name":"Tammie","last_name":"Tuccaro","phone":"7807910478","orgname":"Northeastern Alberta Aboriginal Business Association","customer_acct_name":"Northeastern Alberta Aboriginal Business Association","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tammie Tuccaro","language":"English","canceldate":"2023-04-04","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01455","new_member_date_2":"2021-02-10","phone_2":"7805988488","province":"AB","zerobounce_reason":"do_not_mail","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"297857","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C01455","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-21","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2021-09-26","pf2_status":"F","pf2_completion_date":"2022-02-06","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"membership@naaba.ca","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"35510","email":"tmbooksandbalances@gmail.com","first_name":"Theressa","last_name":"McCaw","phone":"","orgname":"Vancouver Island West School District","customer_acct_name":"Vancouver Island West School District","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Theressa McCaw","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"AST","do_id":"L25A01411","new_member_date_2":"2023-10-17","cert_status":"WITHDRAWN","phone_2":"7788886446","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"121251","intcode":"06","blocnote":"June 11 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made.\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:46-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A01411","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-11-18","pcl_status":"F","pcl_completion_date":"2024-04-23","pf1_status":"P","pf1_completion_date":"2008-07-28","pf2_status":"P","pf2_completion_date":"2008-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-09-02","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"tmbooksandbalances@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T19:23:25-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_08fbe8534dbee1a2224c397dcf0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_08fbe8534dbee1a2224c397dcf0","mini_nps":"3","onesentencenotrenewed":"No contact was made as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine other benefits.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"35661","email":"kamil.kulewski9@gmail.com","first_name":"Kamil","last_name":"Kulewski","phone":"6045922447","orgname":"Merit Kitchens (2002) Ltd.","customer_acct_name":"Merit Kitchens (2002) Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kamil Kulewski","language":"English","canceldate":"2024-03-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C01750","new_member_date_2":"2022-01-13","phone_2":"6043556679","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"305160","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C01750","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-16","pcl_status":"P","pcl_completion_date":"2022-01-16","pf1_status":"P","pf1_completion_date":"2022-05-01","pf2_status":"F","pf2_completion_date":"2022-10-30","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"kamil.kulewski9@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"34854","email":"sukitong@hotmail.com","first_name":"Ka","last_name":"Tong","phone":"","orgname":"","customer_acct_name":"","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341070","full_name":"Ka Ieng Tong","members_type":"CAND","new_member_date_2":"2025-01-06","city_1":"Surrey","province":"BC","language":"English","lead_status":"Renewed Lapsed","time_zone":"5","area_code":"236","phone_2":"2368852276","date_of_renewal_identification":"2025-05-01","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-12-31","last_infoline_date_type":"2025-01-20","last_act_type":"2025-06-11","cert_status":"PENDING","cpa_certification":"PCP","pcl_status":"P","pcl_completion_date":"2025-03-07","pf1_status":"P","pf1_completion_date":"2025-06-10","pf2_status":"P","pf2_completion_date":"2025-10-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-07-29","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","temp_do_id_for_auto_old_do_id":"LB2507359","npi_email_temp":"sukitong@hotmail.com","pcl_completion_date_5":"2030-03-07","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"34559","email":"jody.capaldi@vwr.com","first_name":"Jody","last_name":"Capaldi","phone":"6103165485","orgname":"VWR International  LLC","customer_acct_name":"VWR International  LLC","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"223197","full_name":"Jody Capaldi, CPP","do_id":"L25A00761","language":"English","canceldate":"2024-04-02","time_zone":"2","area_code":"610","members_type":"AST","new_member_date_2":"2014-02-26","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"PA","intcode":"07","blocnote":"June 10 2025 vm\r\nSept 3 2025 vm\n2026 May 08 call reached voicemail\n2026-05-08 dial busy, phone:  +16103861739\n2026 May 11 call reached voicemail, no human interaction\n2026-05-11 dial busy, phone:  +16103861739\n2026 May 13 call reached voicemail - no conversation\n2026-05-13 dial busy, phone:  +16103861739\n2026 May 15 call reached voicemail - no further interaction\n2026-05-15 dial busy, phone:  +16103861739","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:43-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A00761","temp_intcode_for_auto_old_int_code":"07","phone_2":"6103861739","last_infoline_date_type":"2022-03-03","last_act_type":"2023-01-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jody.capaldi@vwr.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was answered by a voicemail stating 'Hi. You have reached Jody.' The agent did not engage in further conversation due to the voicemail.","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","session_id":"call_b9a8176ff11b455fc4620d4f0c9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b9a8176ff11b455fc4620d4f0c9","old_int_code":"06","mini_nps":"3","onesentencenotrenewed":"No interaction to determine renewal interest.","initialvalue":"Other","othermemberbenefit":"No interaction to determine other benefits.","astotherreasonsnottorenew":"No conversation occurred to determine reason.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"34495","email":"sandra.richard@teledynedalsa.com","first_name":"Sandra","last_name":"Richard","phone":"4505342321","orgname":"Teledyne Dalsa Semiconducteur Inc.","customer_acct_name":"Teledyne Dalsa Semiconducteur Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"220356","full_name":"Sandra Richard","do_id":"L25A00746","language":"French","canceldate":"2021-12-02","time_zone":"2","area_code":"450","members_type":"AST","new_member_date_2":"2013-10-25","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2021-09-30","intcode":"16","blocnote":"LN. 15 sept 2025 bv\n2026 May 08 call reached voicemail, no human interaction\n2026-05-08 invalid phone destination, phone: +14509913729","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:04-04:00","temp_do_id_for_auto_old_do_id":"L25A00746","temp_intcode_for_auto_old_int_code":"16","phone_2":"4509913729","last_infoline_date_type":"2020-12-17","last_act_type":"2020-12-17","pcl_status":"P","pcl_completion_date":"2014-02-11","pf1_status":"P","pf1_completion_date":"2014-07-07","pf2_status":"P","pf2_completion_date":"2016-06-13","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"sandra.richard@teledynedalsa.com","pcl_completion_date_5":"2019-02-11","formatted_paid_thru":"30\/09\/2021","latest_paid_thru":"2021-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:45-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt that reached a voicemail system. The user navigated through an automated menu but did not connect with a human representative. No further interaction or renewal discussion took place.","aitm_callsummarytitle":"Voicemail reached, no human contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_ffd474d4a1eeb91512c55373919","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ffd474d4a1eeb91512c55373919","old_int_code":"08"}},"seriesid":"163"}
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{"contact":{"id":"35623","email":"daniela.stewart@outlook.com","first_name":"Daniela","last_name":"Stewart","phone":"7805324491","orgname":"Grande Prairie Public School Division","customer_acct_name":"Grande Prairie Public School Division","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Daniela Stewart, PCP","language":"English","canceldate":"2024-01-02","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","do_id":"","new_member_date_2":"2022-01-04","cert_status":"ACTIVE","phone_2":"7802684815","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308558","organization_id":"323104","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"L25C01983","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-12-24","company_paid_thru":"2027-02-28","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"P","pf1_completion_date":"2022-09-04","pf2_status":"P","pf2_completion_date":"2023-04-23","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","npi_email_temp":"daniela.stewart@outlook.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01983","company_status":"A"}},"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","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"35085","email":"allany32@hotmail.com","first_name":"Allan","last_name":"Ybadlit","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Allan Ybadlit","language":"English","canceldate":"2023-02-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C01931","new_member_date_2":"2021-12-14","phone_2":"5879992593","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308179","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01931","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-14","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":"allany32@hotmail.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"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":"2023-12-01","last_act_type":"2023-12-01","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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"35492","email":"helen.ou@outlook.com","first_name":"Hongyan","last_name":"Ou","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Hongyan Ou","language":"English","canceldate":"2023-10-03","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02731","new_member_date_2":"2022-08-04","phone_2":"6047601918","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"315213","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C02731","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-08","pcl_status":"P","pcl_completion_date":"2022-10-24","pf1_status":"P","pf1_completion_date":"2022-12-25","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"helen.ou@outlook.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"36093","email":"jennifer@jnoble.ca","first_name":"Jennifer","last_name":"Noble","phone":"5194974170","orgname":"Jennifer Noble","customer_acct_name":"Jennifer Noble","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jennifer Noble","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C01556","new_member_date_2":"2021-04-27","phone_2":"5194974170","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"300642","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C01556","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-20","pcl_status":"F","pcl_completion_date":"2022-09-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jennifer@jnoble.ca","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"36373","email":"rochelle.kumpula@gmail.com","first_name":"Rochelle","last_name":"Kumpula","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rochelle Kumpula","language":"English","canceldate":"2023-10-03","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02834","new_member_date_2":"2022-08-24","phone_2":"7802016569","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315891","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":"L25C02834","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-23","pcl_status":"P","pcl_completion_date":"2023-02-06","pf1_status":"F","pf1_completion_date":"2023-05-28","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"rochelle.kumpula@gmail.com","pcl_completion_date_5":"2028-02-06","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35556","email":"vuhamy101010@gmail.com","first_name":"My","last_name":"Vu","phone":"4167480330","orgname":"Hallmark Housekeeping Services Inc.","customer_acct_name":"Hallmark Housekeeping Services Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"My Vu","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"437","members_type":"CORP","do_id":"L25C02477","new_member_date_2":"2022-06-06","phone_2":"4372240593","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed DEL","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313450","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_do_id_for_auto_old_do_id":"L25C02477","temp_intcode_for_auto_old_int_code":"21","organization_id":"145821","last_infoline_date_type":"2026-04-23","last_act_type":"2026-04-23","company_paid_thru":"2026-02-28","pcl_status":"P","pcl_completion_date":"2022-10-19","pf1_status":"P","pf1_completion_date":"2023-09-13","pf2_status":"P","pf2_completion_date":"2026-01-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-07-25","number_of_passed_courses":"4","trc":"True","wera":"True","cert_status":"ACTIVE","npi_email_temp":"vuhamy101010@gmail.com","pcp_we":"APPROVED","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02477","cpa_certification":"PCP","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35178","email":"sophianahamid@gmail.com","first_name":"Sophiana","last_name":"Hamid","phone":"","orgname":"Staples Business Advantage","customer_acct_name":"Staples Business Advantage","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sophiana Hamid","language":"English","canceldate":"2023-04-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01445","new_member_date_2":"2021-02-02","phone_2":"6476871082","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"297659","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C01445","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-03","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2021-10-03","pf2_status":"P","pf2_completion_date":"2022-07-24","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sophianahamid@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"35931","email":"khayase@arctic.coop","first_name":"Kayoko","last_name":"Hayase","phone":"","orgname":"Arctic Co-op.","customer_acct_name":"Arctic Co-op.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kayoko Hayase","language":"English","canceldate":"2023-10-03","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C01013","new_member_date_2":"2025-11-13","phone_2":"2042908931","province":"MB","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"281149","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":"L25C01013","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-11-13","pcl_status":"P","pcl_completion_date":"2020-02-02","pf1_status":"F","pf1_completion_date":"2026-02-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"khayase@arctic.coop","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"35794","email":"deanna29@gmail.com","first_name":"Deanna","last_name":"Sanders","phone":"9056507316","orgname":"Ridley College","customer_acct_name":"Ridley College","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Deanna Sanders","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C02766","new_member_date_2":"2022-08-11","phone_2":"9056507316","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"315441","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C02766","last_infoline_date_type":"2022-10-20","last_act_type":"2022-10-20","pcl_status":"P","pcl_completion_date":"2022-12-11","number_of_passed_courses":"1","trc":"True","wera":"False","blocnote":"LNC \/ 26 November 2025 Completed - not in payroll anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:45:00-05:00","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","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":"deanna29@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"36024","email":"october17forever@icloud.com","first_name":"Theresa","last_name":"Crocker","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Theresa Crocker, CPP","language":"English","canceldate":"2023-12-02","time_zone":"2","area_code":"443","members_type":"CAND","do_id":"L25C01022","new_member_date_2":"2019-10-21","phone_2":"4434549937","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"282086","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25C01022","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-15","pcl_status":"P","pcl_completion_date":"2020-03-01","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":"october17forever@icloud.com","pcl_completion_date_5":"2025-03-01","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"36279","email":"tcc0685@hotmail.com","first_name":"Tania","last_name":"Coppa","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tania Coppa","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C02823","new_member_date_2":"2022-08-23","phone_2":"9052137820","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315832","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":"L25C02823","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-06-12","pcl_status":"P","pcl_completion_date":"2022-12-11","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"tcc0685@hotmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34112","email":"denise@podmarketinginc.com","first_name":"Denise","last_name":"Thorpe","phone":"4037148127","orgname":"POD Marketing Inc.","customer_acct_name":"POD Marketing Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"306602","full_name":"Denise Thorpe","language":"English","canceldate":"2024-12-04","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2021-11-01","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"11","blocnote":"June 4 2025 vm\r\nAug 21 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail after greeting by Denise\n2026 May 11 call reached voicemail, no human answer\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail\n2026 May 13 contact refused renewal and requested removal from call list.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T15:08:26-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A01155","temp_intcode_for_auto_old_int_code":"11","phone_2":"4037148127","last_act_type":"2025-04-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"denise@podmarketinginc.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-13T15:23:24-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The agent called Denise regarding her lapsed Associate membership with the National Payroll Institute. Denise expressed frustration with frequent calls, stated she no longer does payroll, and requested to be removed from the call list. The agent acknowledged and confirmed removal from the list before ending the call.","aitm_callsummarytitle":"Contact refused renewal and requested removal","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"No longer does payroll and does not want to be contacted again.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_b35f8b92074442edc0bac056193","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b35f8b92074442edc0bac056193","initialvalue":"Other","othermemberbenefit":"No longer involved in payroll work.","old_int_code":"6","astotherreasonsnottorenew":"No longer does payroll and wants to be removed from call list.","age_range":"Preferred not to say","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01155","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35709","email":"gregwright00000@gmail.com","first_name":"Gregory","last_name":"Wright","phone":"3064252183","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":{"full_name":"Gregory Wright","language":"English","canceldate":"2024-10-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C02756","new_member_date_2":"2022-08-10","phone_2":"6397606979","province":"SK","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"315402","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C02756","last_act_type":"2023-07-24","pcl_status":"P","pcl_completion_date":"2022-12-11","pf1_status":"F","pf1_completion_date":"2023-04-02","number_of_passed_courses":"1","trc":"True","wera":"False","intcode":"02","blocnote":"Nov 26 2025 completed with renewal ( willing to renew soon)","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:43:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"02","sendapplicationform":"2025-11-26T11:43:00-05:00","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":"Advance","old_int_code":"06","last_engaged_date":"2025-11-28","npi_email_temp":"gregwright00000@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"35477","email":"liuh5962@gmail.com","first_name":"Hui","last_name":"Liu","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Hui Liu","language":"English","canceldate":"2023-10-03","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02729","new_member_date_2":"2022-08-03","phone_2":"7789225077","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"315190","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C02729","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-08","pcl_status":"F","pcl_completion_date":"2022-10-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"liuh5962@gmail.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"36068","email":"fajar.sarwar13@gmail.com","first_name":"Fajar","last_name":"Sarwar-Ahmed","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Fajar Sarwar-Ahmed","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"289","members_type":"CAND","do_id":"L25C01026","new_member_date_2":"2019-10-23","phone_2":"2899291617","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"282239","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C01026","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-27","pcl_status":"P","pcl_completion_date":"2020-02-02","pf1_status":"P","pf1_completion_date":"2020-05-24","pf2_status":"P","pf2_completion_date":"2020-09-13","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"fajar.sarwar13@gmail.com","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"35867","email":"emerald1978@yahoo.com","first_name":"Barb","last_name":"Beauchamp","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Barb Beauchamp","language":"English","canceldate":"2023-06-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01773","new_member_date_2":"2021-09-30","phone_2":"4039934352","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"305622","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C01773","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-27","pcl_status":"P","pcl_completion_date":"2022-01-16","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"emerald1978@yahoo.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"35947","email":"sheenag35@gmail.com","first_name":"Sheena","last_name":"Prasad","phone":"2367000649","orgname":"OSFruits","customer_acct_name":"OSFruits","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sheena Prasad","language":"English","canceldate":"2024-06-04","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C00763","pds_april":"1","phone_2":"6047714112","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"245513","pds_july":"1","temp_do_id_for_auto_old_do_id":"L25C00763","pds_august":"1","pds_september":"1","last_infoline_date_type":"2025-03-13","last_act_type":"2025-06-06","pcl_status":"F","pcl_completion_date":"2023-11-06","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","intcode":"05","blocnote":"LNC Nov 26 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:43:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"05","pds_november":"1","npi_email_temp":"sheenag35@gmail.com","pcl_completion_date_5":"2028-11-06"}},"seriesid":"163"}
{"contact":{"id":"35857","email":"mariaceciliamanzano7@gmail.com","first_name":"Maria","last_name":"Manzano","phone":"4037362000","orgname":"AGAT Laboratories","customer_acct_name":"AGAT Laboratories","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Maria Cecilia Manzano, PCP","language":"English","canceldate":"2023-06-02","cpa_certification":"PCP","extension_phone_1":"2040","time_zone":"4","area_code":"403","members_type":"CORP","do_id":"","new_member_date_2":"2022-04-06","cert_status":"ACTIVE","phone_2":"4034611318","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"311787","organization_id":"168172","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"L25C02250","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-01-19","company_paid_thru":"2026-07-31","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-12-08","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mariaceciliamanzano7@gmail.com","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02250","last_infoline_date_type":"2026-01-19","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35834","email":"josh.bauman@hotmail.com","first_name":"Joshua","last_name":"Bauman","phone":"9052519927","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Joshua Bauman","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C02248","new_member_date_2":"2022-04-11","phone_2":"9052519927","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"311782","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C02248","last_act_type":"2022-12-04","pf1_status":"F","pf1_completion_date":"2022-07-11","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:45:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"josh.bauman@hotmail.com","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"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","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":"2022-12-08","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","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36280","email":"arkdjam@gmail.com","first_name":"Djamal","last_name":"Arkouk","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Djamal Arkouk","language":"French","canceldate":"2023-09-02","cpa_certification":"SCP","time_zone":"2","area_code":"514","members_type":"AST","do_id":"L25A01475","new_member_date_2":"2022-07-14","cert_status":"WITHDRAWN","phone_2":"5146615355","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"237409","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A01475","last_act_type":"2022-07-14","pcl_status":"P","pcl_completion_date":"2016-01-04","pf1_status":"P","pf1_completion_date":"2016-12-25","pf2_status":"P","pf2_completion_date":"2017-06-11","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","npi_email_temp":"arkdjam@gmail.com","pcl_completion_date_5":"2021-01-04","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:15-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:15-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1"}},"seriesid":"163"}
{"contact":{"id":"35205","email":"arlene_garcia36@yahoo.com","first_name":"Arlene","last_name":"Garcia","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Arlene Garcia","language":"English","canceldate":"2023-03-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C01943","new_member_date_2":"2022-01-13","phone_2":"3065203634","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308261","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01943","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":"2022-05-08","pf2_status":"P","pf2_completion_date":"2022-06-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"arlene_garcia36@yahoo.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"35367","email":"melissa.pennell2019@gmail.com","first_name":"Melissa","last_name":"Pennell","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Melissa Pennell","language":"English","canceldate":"2023-08-02","cpa_certification":"PCP","time_zone":"1","area_code":"709","members_type":"CAND","do_id":"L25C01468","new_member_date_2":"2021-06-11","cert_status":"PENDING","phone_2":"7097643306","province":"NL","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"298389","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C01468","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-12","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2021-09-26","pf2_status":"P","pf2_completion_date":"2022-02-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-12-02","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"melissa.pennell2019@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"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, 260522 Lapsed DEL","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":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"223864","paid_thru":"2027-01-31","last_act_type":"2025-02-14","company_paid_thru":"2027-01-31","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","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36239","email":"jaelgordon@hotmail.com","first_name":"Jael","last_name":"Gordon","phone":"","orgname":"CDW Canada","customer_acct_name":"CDW Canada","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jael Gordon","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01573","new_member_date_2":"2021-05-28","phone_2":"6474488696","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"300902","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C01573","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-03","pcl_status":"P","pcl_completion_date":"2021-12-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jaelgordon@hotmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"36541","email":"familleouellettejuillard@gmail.com","first_name":"Martine","last_name":"Ouellette","phone":"5142825106","orgname":"Fondation de l'ITHQ","customer_acct_name":"Fondation de l'ITHQ","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Martine Ouellette","language":"French","canceldate":"2023-01-05","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01310","new_member_date_2":"2020-11-11","phone_2":"4388858490","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"293908","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01310","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-09-14","pcl_status":"P","pcl_completion_date":"2021-01-31","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"familleouellettejuillard@gmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"35719","email":"m_howard2000@hotmail.com","first_name":"Michelle","last_name":"Howard","phone":"9055496561","orgname":"McNally Construction Inc.","customer_acct_name":"McNally Construction Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"origin":"Lapsed Spring 2024","domain_1":"mcnallycorp.com","region":"CDN","old_do_id":"CLNPI001592","no_email_solicitation":"FALSE","pds_march":"2","email2":"mhoward@mcnallycorp.com","full_name":"Michelle Howard","language":"English","canceldate":"2023-12-02","time_zone":"2","area_code":"905","members_type":"AST","do_id":"L25A01428","new_member_date_2":"2014-10-02","pds_april":"2","phone_2":"2898086128","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"03","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 call reached voicemail, no message left, will call back later\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 contact informed Michelle is no longer at the company and no new contact info available.\n2026 May 13 call reached automated system and voicemail, no human contact\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached automated system, no human answered\n2026 May 19 reached voicemail at McNally Construction, unable to speak with Michelle.\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail at McNally Construction, no human contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 attempted to reach Michelle at McNally Construction via directory, unable to connect directly, no voicemail left","individual_id":"183015","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:07-04:00","pds_july":"2","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A01428","temp_intcode_for_auto_old_int_code":"03","pds_august":"2","pds_september":"2","last_act_type":"2024-11-29","pcl_status":"P","pcl_completion_date":"2011-04-27","pf1_status":"P","pf1_completion_date":"2011-05-25","pf2_status":"P","pf2_completion_date":"2011-06-17","number_of_passed_courses":"3","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"m_howard2000@hotmail.com","pcl_completion_date_5":"2016-04-27","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-25T13:07:07-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"11","npi_transcriptsummary":"The agent attempted to reach Michelle at McNally Construction by navigating the company's phone directory but was unable to connect directly. The call ended without leaving a voicemail, and the agent decided to try calling back later.","aitm_callsummarytitle":"Unable to reach contact via directory","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cfe3b9e5aab77b564f396b386c2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cfe3b9e5aab77b564f396b386c2","mini_nps":"3","onesentencenotrenewed":"Michelle is no longer with the company and no new contact information is available.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"06","astotherreasonsnottorenew":"Contact no longer works at the company and no forwarding information available.","age_range":"Preferred not to say","number_of_calls_reached":"3"}},"seriesid":"163"}
{"contact":{"id":"35732","email":"mmurphy@wecanendit.com","first_name":"Megan","last_name":"Murphy","phone":"7097705179","orgname":"End Homelessness St. John's","customer_acct_name":"End Homelessness St. John's","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Megan Murphy","language":"English","canceldate":"2023-07-11","time_zone":"1","area_code":"709","members_type":"CAND","do_id":"L25C02494","new_member_date_2":"2022-06-01","phone_2":"7097698998","province":"NL","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313564","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02494","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-24","pcl_status":"F","pcl_completion_date":"2022-09-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-06-24","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"mmurphy@wecanendit.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"34382","email":"lamportl04@gmail.com","first_name":"Lindsay","last_name":"Lamport","phone":"9058402521","orgname":"HRWARE","customer_acct_name":"HRWARE","tags":"250609 phone cannot be recovered, 250903 Update AST from Mem Portal, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"205151","full_name":"Lindsay Lamport","do_id":"AST2195","language":"English","canceldate":"2023-04-06","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2025-05-05","lead_status":"Renewed APX","no_email_solicitation":"False","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Renewed lapsed","province":"ON","cpa_certification":"PCP","city_1":"London","phone_2":"5193192311","old_do_id":"L25A01815","date_of_renewal_identification":"2026-05-03","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","intcode":"0","blocnote":"May 4 2026 Survey completed send web doc email and she renewed last week.","dhmsfin_telemarketing_last_contacted_date":"2026-05-04T13:50:00-04:00","old_int_code":"02","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","organization_id":"151385","temp_do_id_for_auto_old_do_id":"AST2195","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2026-04-30","company_paid_thru":"2026-06-30","telemarketing_call_date":"2026-05-04","pcl_status":"P","pcl_completion_date":"2013-01-18","pf1_status":"P","pf1_completion_date":"2013-08-28","pf2_status":"P","pf2_completion_date":"2015-02-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-05-06","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"lamportl04@gmail.com","apx_entered_date":"2026-03-16","pcl_completion_date_5":"2018-01-18","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","mini_nps":"4","testimonial":"na","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-04T13:50:00-04:00","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36111","email":"kbergy00@gmail.com","first_name":"Katherine","last_name":"Bergeron","phone":"5145665284","orgname":"Acorr","customer_acct_name":"Acorr","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Katherine Bergeron","language":"French","canceldate":"2023-11-02","time_zone":"2","area_code":"514","members_type":"CAND","new_member_date_2":"2022-09-27","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315731","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"LB2505844","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":"L25C02803","last_act_type":"2022-09-27","pcl_status":"F","pcl_completion_date":"2023-01-19","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505844","npi_email_temp":"kbergy00@gmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"36598","email":"dds612@hotmail.com","first_name":"Disi","last_name":"Deng","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Disi Deng","language":"English","canceldate":"2023-06-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02317","new_member_date_2":"2022-04-22","phone_2":"7788850612","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"312260","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C02317","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-22","pcl_status":"P","pcl_completion_date":"2022-08-04","pf1_status":"P","pf1_completion_date":"2022-11-09","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"dds612@hotmail.com","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"34585","email":"jcabauatan@witron.com","first_name":"Jinky","last_name":"Cabauatan","phone":"8473856000","orgname":"WIOSS Vaughan Corp.","customer_acct_name":"WIOSS Vaughan Corp.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"289759","full_name":"Jinky Cabauatan","do_id":"L25A01058","language":"English","canceldate":"2021-08-04","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2020-06-22","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"0","blocnote":"june 10 2025 he doesnt work there anymore\n2026 May 08 call reached service security; no extension for Jinky; call ended with promise to call back later.\n2026 May 11 contact informed Jinky no longer works at this site and no new contact info available","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:50-04:00","old_int_code":"08","paid_thru":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25A01058","temp_intcode_for_auto_old_int_code":"08","phone_2":"4996026000","last_infoline_date_type":"2020-10-27","last_act_type":"2020-10-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jcabauatan@witron.com","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called Sobeys Security to speak with Jinky Cabauatan but was informed that Jinky no longer works at that site and the contact information is not available. The call ended after this information was provided.","aitm_callsummarytitle":"Contact Not Available - Transferred Location","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not have extension for the requested person and was unsure when to reach them.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not reachable at this time; no extension available for requested person.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bf8233f0b8334749d6766bb2a73","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bf8233f0b8334749d6766bb2a73","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"36376","email":"lizawilson93@gmail.com","first_name":"Elizabeth","last_name":"Wilson","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Elizabeth Wilson","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01055","new_member_date_2":"2020-12-11","phone_2":"6473009312","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"284786","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C01055","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-11-27","pcl_status":"P","pcl_completion_date":"2021-04-07","pf1_status":"P","pf1_completion_date":"2022-04-10","pf2_status":"F","pf2_completion_date":"2023-11-20","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"lizawilson93@gmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"35384","email":"angella.gautlett@adp.com","first_name":"Angella","last_name":"Gauntlett","phone":"4162077995","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Angella Gauntlett","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"","new_member_date_2":"2021-03-01","phone_2":"6477699748","province":"ON","zerobounce_reason":"catch-all","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"187772","organization_id":"8176","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C00710","last_act_type":"2021-01-03","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2019-12-16","pf1_status":"F","pf1_completion_date":"2023-08-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"angella.gautlett@adp.com","pcl_completion_date_5":"2024-12-16","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25C00710","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35108","email":"nathalie7033@gmail.com","first_name":"Nathalie","last_name":"Ste-Marie","phone":"5142488076","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Nathalie Ste-Marie","language":"French","canceldate":"2023-05-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C02182","new_member_date_2":"2022-03-10","phone_2":"5142488076","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"310989","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02182","last_act_type":"2022-09-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"lnc\r\n27 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T09:22:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"nathalie7033@gmail.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"34462","email":"rajpriyakaran@gmail.com","first_name":"Rajpriya","last_name":"Karunakaran","phone":"9054157404","orgname":"BGIS","customer_acct_name":"BGIS","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"216208","full_name":"Rajpriya Karunakaran","do_id":"L25A00738","language":"English","canceldate":"2021-02-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2019-12-19","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026-05-08 invalid phone destination, phone: +19054157404\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 Dial no answer, phone: +19054157404\n2026 May 11 call ended after initial greeting, no engagement","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:46-04:00","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A00738","temp_intcode_for_auto_old_int_code":"15","phone_2":"6478049990","last_act_type":"2020-06-11","pcl_status":"P","pcl_completion_date":"2013-08-02","pf1_status":"P","pf1_completion_date":"2013-09-16","pf2_status":"P","pf2_completion_date":"2013-09-20","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"rajpriyakaran@gmail.com","pcl_completion_date_5":"2018-08-02","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-11T10:31:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"05","retell_call_status":"ended","session_id":"call_4b88edfb59db761e5debfc60247","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4b88edfb59db761e5debfc60247","npi_transcriptsummary":"The agent attempted to reach Rajpriya to discuss the National Payroll Institute membership but the call ended shortly after the initial greeting without further conversation.","aitm_callsummarytitle":"Call ended after initial greeting","notrenewedwanttorenew":"No","mini_nps":"3","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","onesentencenotrenewed":"Contact did not engage beyond initial greeting and did not express interest in renewal.","initialvalue":"Other","othermemberbenefit":"No information provided","astotherreasonsnottorenew":"No engagement to determine reason","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35974","email":"dianahunter@outlook.com","first_name":"Diana","last_name":"Hunter","phone":"5198070214","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Diana Hunter","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C01785","new_member_date_2":"2023-08-14","phone_2":"5198070214","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"306170","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C01785","last_infoline_date_type":"2023-06-04","last_act_type":"2023-09-20","pcl_status":"P","pcl_completion_date":"2022-10-19","pf1_status":"F","pf1_completion_date":"2023-11-27","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T15:47:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"dianahunter@outlook.com","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"34567","email":"tsanderson@thomasinsulation.ca","first_name":"Tara","last_name":"Sanderson","phone":"4032753666","orgname":"THOMAS Associated Management","customer_acct_name":"THOMAS Associated Management","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"223673","full_name":"Tara Sanderson","do_id":"L25A00763","language":"English","canceldate":"2022-05-03","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2014-03-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"06","blocnote":"june 9 2025 she doesnt work there anymore\n2026 May 08 reached voicemail of Thomas Group, Thomas Kanata\n2026 May 08 call reached voicemail, no contact with Tara\n2026 May 11 voicemail reached, no contact with Tara\n2026 May 11 call reached voicemail, no contact with Tara\n2026 May 13 call reached voicemail - no contact with Tara\n2026 May 13 call reached voicemail, no conversation with Tara\n2026 May 15 reached voicemail of Thomas Group, no contact with Tara\n2026 May 15 call reached voicemail, no contact with Tara","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","old_int_code":"16","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A00763","temp_intcode_for_auto_old_int_code":"06","phone_2":"4039730150","last_act_type":"2022-11-04","pcl_status":"P","pcl_completion_date":"2014-07-10","pf1_status":"P","pf1_completion_date":"2014-12-22","pf2_status":"P","pf2_completion_date":"2018-12-09","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"tsanderson@thomasinsulation.ca","pcl_completion_date_5":"2019-07-10","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Tara but went to voicemail as she could not come to the phone at the time.","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","session_id":"call_04191a7e215364a1441bc2a8f67","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_04191a7e215364a1441bc2a8f67"}},"seriesid":"163"}
{"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","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35286","email":"naciriweb1975@gmail.com","first_name":"Hicham","last_name":"Naciri","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Hicham Naciri","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C02198","new_member_date_2":"2022-03-16","phone_2":"5147957518","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311249","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02198","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-16","pcl_status":"F","pcl_completion_date":"2022-12-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"naciriweb1975@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"35902","email":"eraa9gupta@gmail.com","first_name":"Eraa","last_name":"Gupta","phone":"9052513558","orgname":"Regiment Staffing Inc.","customer_acct_name":"Regiment Staffing Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Eraa Gupta","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01253","new_member_date_2":"2020-08-19","phone_2":"3657788075","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"291452","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C01253","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-10-24","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2021-08-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"eraa9gupta@gmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"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, 260522 Lapsed DEL","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":"LB2504296","last_infoline_date_type":"2026-01-30","last_act_type":"2026-01-30","company_paid_thru":"2026-10-31","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","npi_email_temp":"ancilinshaji903@gmail.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35981","email":"sagucio.hanah@yahoo.com","first_name":"Jely","last_name":"Sagucio","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jely Vie Hanah Sagucio","language":"English","canceldate":"2023-08-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02519","new_member_date_2":"2022-06-07","phone_2":"7802635124","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313778","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":"L25C02519","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-07-06","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-11-09","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sagucio.hanah@yahoo.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"35069","email":"nimmy.lloyd@gmail.com","first_name":"Nirmala","last_name":"Lloyd","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nirmala Lloyd","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01432","new_member_date_2":"2021-01-25","phone_2":"9059271046","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"296959","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01432","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-19","pcl_status":"P","pcl_completion_date":"2021-04-26","pf1_status":"P","pf1_completion_date":"2021-08-29","pf2_status":"P","pf2_completion_date":"2021-12-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"nimmy.lloyd@gmail.com","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
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{"contact":{"id":"35702","email":"cheriann.guido@gmail.com","first_name":"Cheri-Ann","last_name":"Guido","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Cheri-Ann Guido","language":"English","canceldate":"2024-05-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02236","new_member_date_2":"2022-03-30","phone_2":"4038263522","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311629","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C02236","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-15","pcl_status":"P","pcl_completion_date":"2022-07-17","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"cheriann.guido@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"36077","email":"mandp_ar@yahoo.ca","first_name":"Mandeep","last_name":"Arora","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mandeep Arora","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01554","new_member_date_2":"2021-04-23","phone_2":"6474008053","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"300572","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C01554","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-18","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":"mandp_ar@yahoo.ca","pcl_completion_date_5":"2026-09-05","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"34583","email":"manon.lessard@kronosww.com","first_name":"Manon","last_name":"Lessard","phone":"5144662669","orgname":"Kronos","customer_acct_name":"Kronos","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"14249","full_name":"Manon Lessard","do_id":"L25A00516","language":"French","canceldate":"2024-12-04","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2009-10-06","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"12","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","cpa_certification":"SCP","pds_july":"12","paid_thru":"2024-09-30","intcode":"06","blocnote":"LN. 15 sept 2025 bv\n2026 May 08 call reached voicemail not initialized by customer","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:33-04:00","temp_do_id_for_auto_old_do_id":"L25A00516","temp_intcode_for_auto_old_int_code":"6","pds_august":"12","phone_2":"5144662669","pds_september":"12","last_infoline_date_type":"2022-06-17","last_conf_date_type":"2020-06-17","last_act_type":"2025-04-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-07-25","number_of_passed_courses":"1","pds_october":"12","trc":"False","wera":"False","pds_november":"12","npi_email_temp":"manon.lessard@kronosww.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:33-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail, which was not initialized by the customer.","aitm_callsummarytitle":"Voicemail Not Initialized","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ad81c07a06999705cf3cb7fdaf3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ad81c07a06999705cf3cb7fdaf3"}},"seriesid":"163"}
{"contact":{"id":"34285","email":"isabelle.desforges@monterey1996.ca","first_name":"Isabelle","last_name":"Desforges","phone":"8194754333","orgname":"Textiles Monterey (1996) Inc.","customer_acct_name":"Textiles Monterey (1996) Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"92706","full_name":"Isabelle Desforges","do_id":"L25A00446","language":"French","canceldate":"2022-12-02","time_zone":"2","area_code":"819","extension_phone_1":"222","members_type":"AST","new_member_date_2":"2015-10-19","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"6","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"6","paid_thru":"2022-09-30","intcode":"15","blocnote":"21 aout 2025 bv\n2026 May 08 call disconnected early with mostly inaudible responses, no renewal discussion completed.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:15-04:00","temp_do_id_for_auto_old_do_id":"L25A00446","temp_intcode_for_auto_old_int_code":"15","pds_august":"6","phone_2":"8194755932","pds_september":"6","last_infoline_date_type":"2017-04-10","last_act_type":"2021-09-09","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"isabelle.desforges@monterey1996.ca","formatted_paid_thru":"30\/09\/2022","latest_paid_thru":"2022-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:15-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Isabelle but received mostly inaudible responses and was unable to complete the conversation. The call ended without a clear resolution or completion of the intended survey or renewal discussion.","aitm_callsummarytitle":"Unsuccessful call due to inaudible responses","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not respond clearly and conversation was incomplete.","initialvalue":"Other","othermemberbenefit":"No clear reason given due to inaudible responses.","old_int_code":"6","astotherreasonsnottorenew":"Call was disconnected before any reason was provided.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_99ea435939fc1d593a2e89af216","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_99ea435939fc1d593a2e89af216","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35459","email":"isabelle-l@live.ca","first_name":"Isabelle","last_name":"Lemay","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Isabelle Lemay","language":"French","canceldate":"2023-06-07","cpa_certification":"SCP","time_zone":"2","area_code":"418","members_type":"AST","do_id":"L25A01407","new_member_date_2":"2017-05-16","pds_april":"32","cert_status":"WITHDRAWN_CPE","phone_2":"4189032552","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"114577","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A01407","pds_august":"32","pds_september":"32","last_infoline_date_type":"2020-09-12","last_act_type":"2025-04-24","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":"2007-10-19","number_of_passed_courses":"4","pds_october":"32","trc":"False","wera":"False","pds_november":"32","npi_email_temp":"isabelle-l@live.ca","pcl_completion_date_5":"2013-01-10","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:21-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:21-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1"}},"seriesid":"163"}
{"contact":{"id":"35283","email":"psimona8917@yahoo.com","first_name":"Simona","last_name":"Popa","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Simona Morar Popa","language":"French","canceldate":"2023-11-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C00950","new_member_date_2":"2019-09-12","phone_2":"5145732684","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"278116","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25C00950","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-31","pcl_status":"P","pcl_completion_date":"2019-12-18","pf1_status":"P","pf1_completion_date":"2020-06-21","pf2_status":"P","pf2_completion_date":"2021-02-16","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"psimona8917@yahoo.com","pcl_completion_date_5":"2024-12-18","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"34545","email":"kaapao.mo@champlainmetal.com","first_name":"Kaapao","last_name":"Mo","phone":"5143337180","orgname":"Champlain Metal 2001 Inc.","customer_acct_name":"Champlain Metal 2001 Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"314145","full_name":"Kaapao Mo","do_id":"L25A00507","language":"French","canceldate":"2023-08-02","time_zone":"2","area_code":"514","extension_phone_1":"8","members_type":"AST","new_member_date_2":"2022-06-16","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2023-05-31","intcode":"15","blocnote":"LN.15 sept 2025 bv\n2026 May 08 call started, agent reached Kaapao, call ended abruptly without survey or renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:57-04:00","temp_do_id_for_auto_old_do_id":"L25A00507","temp_intcode_for_auto_old_int_code":"15","phone_2":"5143337180","last_act_type":"2022-06-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kaapao.mo@champlainmetal.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:57-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Kaapao 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 short and ended abruptly without further conversation or survey questions.","aitm_callsummarytitle":"Call reached contact but ended abruptly","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_299bb5c1b17abffa43e67825458","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_299bb5c1b17abffa43e67825458","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35684","email":"marzenafrausto@hotmail.com","first_name":"Marzena","last_name":"Frausto","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Marzena Frausto","language":"English","canceldate":"2023-06-02","cpa_certification":"PCP","time_zone":"3","area_code":"773","members_type":"AST","do_id":"L25A01425","new_member_date_2":"2018-04-13","cert_status":"WITHDRAWN_CPE","phone_2":"7738860912","province":"IL","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"162203","intcode":"15","blocnote":"June 11 2025 vm\n2026 May 08 call started, identity confirmed, introduction given, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:50-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A01425","temp_intcode_for_auto_old_int_code":"15","last_conf_date_type":"2011-06-07","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-04-09","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":"2012-02-08","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"marzenafrausto@hotmail.com","pcl_completion_date_5":"2015-04-09","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Marzena 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 ended shortly after the introduction without further conversation.","aitm_callsummarytitle":"Introduction and membership lapse notification","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b9af97174de1a9de4c01fc973e3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b9af97174de1a9de4c01fc973e3","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36397","email":"newfieskater@hotmail.com","first_name":"Jody","last_name":"Waldock","phone":"9052424449","orgname":"Crossroads Employment Serivces","customer_acct_name":"Crossroads Employment Serivces","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Jody Waldock","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2016-05-18","cert_status":"WITHDRAWN_CPE","phone_2":"9054381195","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"243443","intcode":"01","blocnote":"June 12 2025 Jody's direct number 905 242 4449\r\nSept 4 2025 Survey completed she changed jobs to a smaller company and membership in NPI was not required.\n2026 May 08 contact declined renewal due to fee concerns","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","paid_thru":"2023-04-30","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":"In the job I am in now it is a very small payroll and membership in NPI is not required.","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 changed from a company with a payroll of a hundred to a payroll of only 2.","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"I am in a remote community.","mini_nps":"4","age_range":"31-45","selfpayrollproficiency":"Strong","temp_do_id_for_auto_old_do_id":"L25A01485","temp_intcode_for_auto_old_int_code":"1","last_infoline_date_type":"2019-04-01","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2016-09-04","pf1_status":"P","pf1_completion_date":"2017-03-27","pf2_status":"P","pf2_completion_date":"2017-09-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-12-05","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"newfieskater@hotmail.com","pcl_completion_date_5":"2021-09-04","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent spoke with Jody regarding her lapsed Associate membership with the National Payroll Institute. Jody answered survey questions about her initial reason for joining, satisfaction, and age range, but ultimately declined to renew due to concerns about the membership fee. The call concluded politely with the agent thanking Jody for her feedback.","aitm_callsummarytitle":"Membership Renewal Declined Due to Fee Concerns","onesentencenotrenewed":"The fee wasn\u2019t worth it.","initialvalue":"Designation","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","old_do_id":"L25A01485","session_id":"call_e76a7b07e1e97c4244b670e339f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e76a7b07e1e97c4244b670e339f","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35472","email":"desaihimani733@gmail.com","first_name":"Himani","last_name":"Desai","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Himani Desai","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C05803","new_member_date_2":"2025-08-25","phone_2":"6478192407","province":"ON","lead_status":"Refused","pipeline_1_lapsed_members":"Lapsed Members","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"278861","paid_thru":"2026-08-31","city_1":"Ajax","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C05803","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-08-25","pcl_status":"P","number_of_passed_courses":"2","trc":"True","wera":"False","pcl_completion_date":"2025-11-25","pf1_status":"P","npi_email_temp":"desaihimani733@gmail.com","pf1_completion_date":"2026-04-01","pcl_completion_date_5":"2030-11-25","formatted_paid_thru":"31\/08\/2026","pf2_status":"E","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"34405","email":"abigail1950@live.com","first_name":"Edna","last_name":"Daniels","phone":"6479814978","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"317362","full_name":"Edna Daniels","do_id":"L25A01225","language":"English","canceldate":"2023-11-02","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2022-09-29","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached Agnes who confirmed Edna was present but call ended before speaking with Edna.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:03-04:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A01225","temp_intcode_for_auto_old_int_code":"15","phone_2":"6479814978","last_act_type":"2024-11-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"abigail1950@live.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:03-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Edna Daniels but was initially connected to Agnes, who confirmed Edna was present. The agent requested to speak with Edna directly, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Attempted to reach Edna Daniels, call ended early","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No renewal discussion took place.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"6","astotherreasonsnottorenew":"Call ended before renewal discussion.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6b81c91feb07088e6b0f4e39112","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6b81c91feb07088e6b0f4e39112","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35957","email":"kaurkaler2@gmail.com","first_name":"Gurveer","last_name":"Kaler","phone":"9058744440","orgname":"Sheridan College","customer_acct_name":"Sheridan College","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Gurveer Kaur Kaler","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C02785","new_member_date_2":"2022-08-15","phone_2":"6472412898","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315594","paid_thru":"2024-07-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C02785","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-11-27","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","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"kaurkaler2@gmail.com","pcl_completion_date_5":"2027-12-18","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
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{"contact":{"id":"35669","email":"ashleydomhof@yahoo.ca","first_name":"Ashley","last_name":"Domhof","phone":"2505709413","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ashley Domhof","language":"English","canceldate":"2023-07-11","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C02488","new_member_date_2":"2022-06-01","phone_2":"2505709413","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313529","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02488","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-03-24","pcl_status":"F","pcl_completion_date":"2022-10-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ashleydomhof@yahoo.ca","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"34398","email":"andreavpomba@gmail.com","first_name":"Andrea","last_name":"Pomba","phone":"5873336623","orgname":"IDENT GROUP INC","customer_acct_name":"IDENT GROUP INC","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"208636","full_name":"Andrea Pomba","do_id":"L25A00723","language":"English","canceldate":"2021-01-06","time_zone":"4","area_code":"587","members_type":"AST","new_member_date_2":"2012-11-22","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 VM\n2026 May 08 call reached voicemail, no human answer\n2026 May 08 call reached voicemail, message left\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 voicemail reached, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, message left\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:44-04:00","pds_july":"2","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A00723","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","phone_2":"4038319982","pds_september":"2","last_act_type":"2019-10-27","pcl_status":"P","pcl_completion_date":"2013-05-09","pf1_status":"P","pf1_completion_date":"2014-01-22","pf2_status":"F","pf2_completion_date":"2019-12-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-09-11","number_of_passed_courses":"3","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"andreavpomba@gmail.com","pcl_completion_date_5":"2018-05-09","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Andrea but went to voicemail, 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","session_id":"call_33fee365d1f91849ca50153c553","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_33fee365d1f91849ca50153c553","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"35786","email":"joudi.inc@outlook.com","first_name":"Jehad","last_name":"Abuowaimer","phone":"5194929400","orgname":"PwC","customer_acct_name":"PwC","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jehad Abuowaimer, Accounting diploma","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C00999","new_member_date_2":"2022-04-05","phone_2":"5194929400","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"280637","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C00999","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-08-26","pcl_status":"P","pcl_completion_date":"2020-05-31","pf1_status":"P","pf1_completion_date":"2021-03-08","pf2_status":"F","pf2_completion_date":"2022-06-26","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"joudi.inc@outlook.com","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
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{"contact":{"id":"35734","email":"berlyncostales@yahoo.ca","first_name":"Berlyn","last_name":"Costales","phone":"7805048589","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Berlyn Costales","language":"English","canceldate":"2023-10-03","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02759","new_member_date_2":"2022-08-10","phone_2":"7805048589","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"315425","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C02759","last_act_type":"2022-08-24","pcl_status":"P","pcl_completion_date":"2022-11-27","number_of_passed_courses":"1","trc":"True","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:42:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"berlyncostales@yahoo.ca","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35908","email":"summermpittman@gmail.com","first_name":"Summer","last_name":"Pittman","phone":"4038875400","orgname":"Tri-Energy Services","customer_acct_name":"Tri-Energy Services","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Summer Pittman","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01011","new_member_date_2":"2019-09-22","phone_2":"4037015415","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"280947","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C01011","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-28","pcl_status":"P","pcl_completion_date":"2020-01-05","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"F","pf2_completion_date":"2024-08-12","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"summermpittman@gmail.com","pcl_completion_date_5":"2025-01-05","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"36067","email":"ccyates@rogers.com","first_name":"Crystol","last_name":"Yates","phone":"9055000355","orgname":"Policaro Group","customer_acct_name":"Policaro Group","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Crystol Yates","language":"English","canceldate":"2024-03-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01553","new_member_date_2":"2021-04-23","phone_2":"7054403744","province":"ON","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"300519","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C01553","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-03-15","last_act_type":"2023-03-15","pcl_status":"P","pcl_completion_date":"2021-08-08","pf1_status":"F","pf1_completion_date":"2023-04-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ccyates@rogers.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"36292","email":"eljun.delaraga@gmail.com","first_name":"Eljun","last_name":"Delaraga","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Eljun Delaraga","language":"English","canceldate":"2023-01-05","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C01823","new_member_date_2":"2021-11-03","phone_2":"3065143865","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"306830","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01823","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-02-11","pcl_status":"F","pcl_completion_date":"2022-01-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"eljun.delaraga@gmail.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
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{"contact":{"id":"36007","email":"yukiwang5557@gmail.com","first_name":"Yu","last_name":"Wang","phone":"4168846311","orgname":"Wellwise By Shoppers","customer_acct_name":"Wellwise By Shoppers","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yu Wang","language":"English","canceldate":"2023-12-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01789","new_member_date_2":"2021-10-19","phone_2":"4168846311","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"306336","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25C01789","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-17","pcl_status":"P","pcl_completion_date":"2022-01-30","pf1_status":"F","pf1_completion_date":"2022-12-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"yukiwang5557@gmail.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"35602","email":"shutson@algonquinhighlands.ca","first_name":"Sarah","last_name":"Hutson","phone":"7054892379","orgname":"Township of Algonquin Highlands","customer_acct_name":"Township of Algonquin Highlands","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sarah Hutson","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"705","members_type":"CAND","do_id":"L25C01743","new_member_date_2":"2021-09-24","phone_2":"7058541310","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"305081","organization_id":"305082","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C01743","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-24","pcl_status":"P","pcl_completion_date":"2022-02-06","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"shutson@algonquinhighlands.ca","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"218362","full_name":"Katia Parada","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2021-12-23","lead_status":"Refused","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","cpa_certification":"PCP","intcode":"01","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no direct contact made.\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 contact confirmed as Katia Parada, no longer a member, declined renewal","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:46-04:00","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A00741","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent reached Katia Parada after navigating through a company directory and confirmed her identity. Katia stated she has not had an NPI membership for a long time and declined to renew. The agent acknowledged her response and ended the call.","aitm_callsummarytitle":"Contact Declined Membership Renewal","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"I haven't had a membership for a long time.","initialvalue":"Other","othermemberbenefit":"Reached voicemail, no direct contact made.","astotherreasonsnottorenew":"Reached voicemail, no direct contact made.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7427534de636a0254734e714ff0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7427534de636a0254734e714ff0","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00741","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35197","email":"tawnyabruce@live.ca","first_name":"Tawnya","last_name":"Bruce","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tawnya Bruce","language":"English","canceldate":"2023-06-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C01696","new_member_date_2":"2025-10-23","phone_2":"2502020337","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304174","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"L25C01696","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-11-24","pcl_status":"F","pcl_completion_date":"2026-03-05","pf1_status":"F","pf1_completion_date":"2022-11-27","pf2_status":"F","pf2_completion_date":"2023-03-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tawnyabruce@live.ca","pcl_completion_date_5":"2031-03-05","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"36365","email":"s.hong0907@gmail.com","first_name":"Sunhye","last_name":"Hong","phone":"4162219855","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sunhye Hong","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01588","new_member_date_2":"2021-05-20","phone_2":"6475230907","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"301397","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C01588","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-04-22","pcl_status":"F","pcl_completion_date":"2021-08-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"s.hong0907@gmail.com","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"36566","email":"theryancullis@gmail.com","first_name":"Ryan","last_name":"Cullis","phone":"9057467106","orgname":"Taylor Steel","customer_acct_name":"Taylor Steel","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ryan Cullis","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01613","new_member_date_2":"2021-05-31","phone_2":"9057467106","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"301774","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C01613","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-29","pcl_status":"P","pcl_completion_date":"2021-10-10","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2023-10-24","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"theryancullis@gmail.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"35435","email":"kristen.jorgensen@outlook.com","first_name":"Kristen","last_name":"Jorgensen","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kristen Jorgensen","language":"English","canceldate":"2023-11-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01723","new_member_date_2":"2021-09-01","phone_2":"7788584031","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304513","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25C01723","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-22","pcl_status":"P","pcl_completion_date":"2022-01-16","pf1_status":"P","pf1_completion_date":"2022-06-26","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"kristen.jorgensen@outlook.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"35845","email":"liwindzor@gmail.com","first_name":"Lisa","last_name":"Windsor","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lisa Windsor","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01005","new_member_date_2":"2019-09-16","phone_2":"4168337566","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"280716","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C01005","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-01-05","pcl_status":"P","pcl_completion_date":"2021-04-26","pf1_status":"P","pf1_completion_date":"2021-08-29","pf2_status":"P","pf2_completion_date":"2022-09-04","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"liwindzor@gmail.com","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"35886","email":"kgulmick@protonmail.com","first_name":"Kathrina","last_name":"Gulmick","phone":"4038454444","orgname":"Clearwater County","customer_acct_name":"Clearwater County","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kathrina Gulmick, BA","language":"English","canceldate":"2024-08-30","cpa_certification":"PCP","extension_phone_1":"4010","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01009","new_member_date_2":"2019-09-19","cert_status":"PENDING","phone_2":"4037293193","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"280823","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C01009","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-12-08","pcl_status":"P","pcl_completion_date":"2020-02-02","pf1_status":"P","pf1_completion_date":"2020-05-24","pf2_status":"P","pf2_completion_date":"2020-11-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-19","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"kgulmick@protonmail.com","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"36313","email":"mohdfadl1177@gmail.com","first_name":"Mohamed","last_name":"Mohamed","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mohamed Abouelfadl Mohamed","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"567","members_type":"CAND","do_id":"L25C01582","new_member_date_2":"2021-05-20","phone_2":"567460228","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"301260","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C01582","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-29","pcl_status":"P","pcl_completion_date":"2021-09-12","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2022-06-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"mohdfadl1177@gmail.com","pcl_completion_date_5":"2026-09-12","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"35752","email":"petersfulker@gmail.com","first_name":"Peter","last_name":"Fulker","phone":"7786796207","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Peter Fulker","language":"English","canceldate":"2023-10-03","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02761","new_member_date_2":"2022-08-10","phone_2":"7786796207","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"315427","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C02761","last_act_type":"2022-09-08","pcl_status":"P","pcl_completion_date":"2022-12-11","pf1_status":"F","pf1_completion_date":"2023-05-25","number_of_passed_courses":"1","trc":"True","wera":"False","intcode":"05","blocnote":"LNC Nov 26 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:42:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"05","npi_email_temp":"petersfulker@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34474","email":"cdrapeau@intra-rsr.com","first_name":"Caroline","last_name":"Drapeau","phone":"4187232705","orgname":"Congr\u00e9gation des Soeurs du Saint-Rosaire","customer_acct_name":"Congr\u00e9gation des Soeurs du Saint-Rosaire","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"319305","full_name":"Caroline Drapeau","do_id":"L25A01241","language":"French","canceldate":"2024-01-05","time_zone":"2","area_code":"418","members_type":"AST","new_member_date_2":"2022-11-29","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2023-10-31","intcode":"15","blocnote":"8 sept 2025 n'est plus en poste\n2026 May 08 call attempted but contact responses were inaudible and unclear, no conversation completed.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:56-04:00","temp_do_id_for_auto_old_do_id":"L25A01241","temp_intcode_for_auto_old_int_code":"15","phone_2":"4187365616","last_act_type":"2023-01-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cdrapeau@intra-rsr.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:56-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Caroline multiple times, but the user's responses were inaudible and unclear. The call ended without any meaningful conversation or task completion.","aitm_callsummarytitle":"Unsuccessful call due to inaudible responses","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear refusal or renewal intent expressed due to inaudible responses.","initialvalue":"Other","othermemberbenefit":"No clear reason provided due to inaudible responses.","old_int_code":"16","astotherreasonsnottorenew":"No clear reason provided due to inaudible responses.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_020bed6201005d025b8ec8dd14f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_020bed6201005d025b8ec8dd14f","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35811","email":"mtmontante77@gmail.com","first_name":"Maria","last_name":"Montante","phone":"7802962000","orgname":"Servus Credit Union Ltd.","customer_acct_name":"Servus Credit Union Ltd.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Maria Teresa Montante, PCP","language":"English","canceldate":"2023-03-17","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","do_id":"","new_member_date_2":"2022-04-27","cert_status":"ACTIVE","phone_2":"7802640129","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311759","organization_id":"13214","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"L25C02246","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-08-06","last_conf_date_type":"2023-07-12","last_act_type":"2026-12-01","company_paid_thru":"2027-03-31","pcl_status":"P","pcl_completion_date":"2022-08-04","pf1_status":"P","pf1_completion_date":"2022-12-04","pf2_status":"P","pf2_completion_date":"2023-03-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-07-19","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mtmontante77@gmail.com","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02246","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35375","email":"karla.naundorf@hotmail.com","first_name":"Karla","last_name":"Naundorf","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Karla Naundorf","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C00709","new_member_date_2":"2022-09-13","phone_2":"7807222394","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"186218","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":"L25C00709","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-15","pcl_status":"P","pcl_completion_date":"2023-01-09","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"karla.naundorf@hotmail.com","pcl_completion_date_5":"2028-01-09","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"36170","email":"ihechiokwunodulu@gmail.com","first_name":"Ihechiluru","last_name":"Okwunodulu","phone":"2047790537","orgname":"","customer_acct_name":"","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"full_name":"Ihechiluru Okwunodulu","language":"English","canceldate":"2024-09-30","cpa_certification":"PCP","time_zone":"3","area_code":"204","members_type":"PRO","new_member_date_2":"2026-02-02","cert_status":"ACTIVE","phone_2":"4168202503","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"300798","pipeline_2_members_only_ast":"","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25C01565","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-03-27","last_act_type":"2026-03-13","pcl_status":"P","pcl_completion_date":"2021-08-29","pf1_status":"P","pf1_completion_date":"2022-01-04","pf2_status":"P","pf2_completion_date":"2022-05-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-04-10","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ihechiokwunodulu@gmail.com","old_do_id":"L25C01565","pcl_completion_date_5":"2026-08-29","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"34994","email":"junu.22.jain@gmail.com","first_name":"Shikha","last_name":"Jain","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Shikha Jain","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"438","members_type":"CAND","do_id":"L25C02673","new_member_date_2":"2022-07-21","phone_2":"4385261371","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314773","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02673","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-21","pcl_status":"P","pcl_completion_date":"2022-11-09","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"junu.22.jain@gmail.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"34593","email":"kerasia1@hotmail.com","first_name":"Kerasia","last_name":"Pogas","phone":"6048756484","orgname":"Ploutos Enterprises Ltd.","customer_acct_name":"Ploutos Enterprises Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"225282","full_name":"Kerasia Pogas","do_id":"L25A00769","language":"English","canceldate":"2024-01-05","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2020-11-02","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","cpa_certification":"PCP","intcode":"0","blocnote":"06 June 2025 No one by that name\n2026 May 08 call to Brighton College, Kerasia Pogas not found, call ended.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:46-04:00","old_int_code":"08","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A00769","temp_intcode_for_auto_old_int_code":"08","phone_2":"2508607740","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-06-20","pf1_status":"P","pf1_completion_date":"2015-02-17","pf2_status":"P","pf2_completion_date":"2014-07-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-08-25","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kerasia1@hotmail.com","pcl_completion_date_5":"2019-06-20","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Brighton College to speak with Kerasia Pogas regarding the National Payroll Institute membership but was informed that the person is not available at the college. The call ended after the agent thanked the contact and said goodbye.","aitm_callsummarytitle":"Contact not found at Brighton College","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact does not have the requested person available and no renewal discussion occurred.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6be18644a3c7b2d53d83ffba80a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6be18644a3c7b2d53d83ffba80a","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36348","email":"carojesschui@gmail.com","first_name":"Caroline","last_name":"Lam","phone":"","orgname":"Government of Canada","customer_acct_name":"Government of Canada","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"full_name":"Caroline Chui Cheng Lam, CHRP","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01293","new_member_date_2":"2020-09-30","cert_status":"PENDING","phone_2":"6472687150","province":"ON","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"293112","pipeline_2_members_only_ast":"","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C01293","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2020-04-11","last_act_type":"2023-09-23","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":"2021-04-09","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"carojesschui@gmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"34573","email":"jessicawilcox98@gmail.com","first_name":"Jessica","last_name":"Wilcox","phone":"9059602160","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"323204","full_name":"Jessica Wilcox","do_id":"L25A01264","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2023-03-28","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"15","blocnote":"june 10 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 call started with Jessica but ended abruptly after greeting","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:10-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A01264","temp_intcode_for_auto_old_int_code":"15","phone_2":"9059602160","last_act_type":"2023-05-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jessicawilcox98@gmail.com","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:09-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Jessica and initiated the call, but the conversation was very brief and ended abruptly without completing any survey or renewal discussion.","aitm_callsummarytitle":"Brief call with Jessica, no completion","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_126339850b771098519ccfa11fa","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_126339850b771098519ccfa11fa","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34407","email":"elva.ward@svmgp.com","first_name":"Elva","last_name":"Ward","phone":"7805186765","orgname":"Servicemaster Restore of GP","customer_acct_name":"Servicemaster Restore of GP","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"209193","full_name":"Elva Ward","language":"English","canceldate":"2021-05-04","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2020-03-19","lead_status":"Refused","no_email_solicitation":"False","pds_march":"5","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"11","blocnote":"05 June 2025 VM\r\nLN \/ 16 September 2025 Not in payroll anymore - take her off the list\n2026 May 08 call reached voicemail, no message left\n2026 May 11 contact is retired, not a member for many years, requested removal from auto dial.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:36:44-04:00","pds_july":"5","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A00725","temp_intcode_for_auto_old_int_code":"11","pds_august":"5","pds_september":"5","last_infoline_date_type":"2020-03-23","last_act_type":"2020-03-23","pcl_status":"P","pcl_completion_date":"2013-04-09","number_of_passed_courses":"1","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"elva.ward@svmgp.com","pcl_completion_date_5":"2018-04-09","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-11T11:36:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called Elva to discuss her lapsed NPI membership and attempted to conduct a survey about her membership experience. Elva expressed frustration, stating she has not been a member for many years, is retired, and requested to be removed from the auto-dial list. The call ended with the user hanging up after this request.","aitm_callsummarytitle":"User requests removal from auto dial, not interested in renewing","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_64718087afc51030616ec8f8d2e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_64718087afc51030616ec8f8d2e","onesentencenotrenewed":"User is retired and no longer doing payroll, requested to be removed from auto dial.","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00725","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34488","email":"comptabilite@socque.com","first_name":"Guylaine","last_name":"Laberge","phone":"4506924000","orgname":"Centre Dentaire Socqu\u00e9","customer_acct_name":"Centre Dentaire Socqu\u00e9","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"285390","full_name":"Guylaine Laberge","do_id":"L25A01029","language":"French","canceldate":"2021-03-02","time_zone":"2","area_code":"450","members_type":"AST","new_member_date_2":"2020-02-03","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2020-12-31","intcode":"03","blocnote":"LN. 15 sept 2025 n'est plus en poste.\n2026 May 08 call reached dental clinic, Guylaine not available, no callback time given","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:30-04:00","temp_do_id_for_auto_old_do_id":"L25A01029","temp_intcode_for_auto_old_int_code":"03","last_act_type":"2020-02-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"comptabilite@socque.com","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:30-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Guylaine Laberge but reached a dental clinic where the person answering did not know when Guylaine would be available. The agent ended the call after confirming no callback time was available.","aitm_callsummarytitle":"No contact with Guylaine, dental clinic answered","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"16","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2f12bc8e01ae3f606c8c8345cf1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2f12bc8e01ae3f606c8c8345cf1"}},"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","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35919","email":"melina.rodeo@outlook.com","first_name":"Melina","last_name":"Rodeo","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Melina Rodeo","language":"English","canceldate":"2023-08-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02513","new_member_date_2":"2022-06-13","phone_2":"7808872017","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313733","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":"L25C02513","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-06","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-11-09","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"melina.rodeo@outlook.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36021","email":"angela@sandrafowler.onmicrosoft.com","first_name":"Angela","last_name":"Fowler","phone":"7097404688","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Angela Samantha Fowler","language":"English","canceldate":"2023-08-02","time_zone":"1","area_code":"709","members_type":"CAND","do_id":"L25C02523","new_member_date_2":"2022-06-07","phone_2":"7097404688","province":"NL","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313797","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":"L25C02523","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-06","pcl_status":"F","pcl_completion_date":"2023-02-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"angela@sandrafowler.onmicrosoft.com","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"35577","email":"smarsala10@gmail.com","first_name":"Rosaria","last_name":"Marsala","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rosaria Marsala","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C02479","new_member_date_2":"2022-05-31","phone_2":"4168468718","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313461","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02479","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-30","pcl_status":"F","pcl_completion_date":"2022-09-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"smarsala10@gmail.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"35545","email":"catherinegreen2007@gmail.com","first_name":"Catherine","last_name":"Green","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Catherine Green","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"226","members_type":"CAND","do_id":"L25C02476","new_member_date_2":"2022-06-02","phone_2":"2262086005","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313441","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C02476","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-03-17","last_act_type":"2023-01-07","pcl_status":"F","pcl_completion_date":"2023-07-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"catherinegreen2007@gmail.com","pcl_completion_date_5":"2028-07-01","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36594","email":"dbarriault2@gmail.com","first_name":"Dany","last_name":"Barriault","phone":"5147939976","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Dany Barriault","language":"French","canceldate":"2023-03-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C02077","new_member_date_2":"2022-02-08","phone_2":"5147939976","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"309568","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":"L25C02077","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-09-11","last_act_type":"2022-09-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dbarriault2@gmail.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"36031","email":"brunomars7713@gmail.com","first_name":"Christine","last_name":"Jiang","phone":"7786887363","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Christine Bi Lian Jiang","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02524","new_member_date_2":"2022-06-07","phone_2":"7786887363","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313798","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":"L25C02524","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-08","pcl_status":"P","pcl_completion_date":"2022-10-19","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"brunomars7713@gmail.com","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"34307","email":"donna@clwindsor.org","first_name":"Donna","last_name":"Levesque","phone":"5199744221","orgname":"Community Living Windsor","customer_acct_name":"Community Living Windsor","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"113159","full_name":"Donna Levesque","do_id":"L25A00451","language":"English","canceldate":"2024-04-02","time_zone":"2","area_code":"519","extension_phone_1":"230","members_type":"AST","new_member_date_2":"2007-02-13","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"9","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"10","blocnote":"June 5 2025 Donna will not be in the office for awhile according to the receptionist\r\nSept 3 2025 vm\n2026 May 08 call ended without reaching Donna Levesque\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 contact answered but requested callback later in the week, no survey or renewal completed.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:46-04:00","pds_july":"9","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A00451","temp_intcode_for_auto_old_int_code":"10","pds_august":"9","phone_2":"2263482224","pds_september":"9","last_infoline_date_type":"2022-05-13","last_act_type":"2023-04-01","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"donna@clwindsor.org","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:26:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent reached Donna and informed her about her lapsed Associate membership with the National Payroll Institute. Donna requested to reschedule the call for later in the week, and the agent agreed to call back at that time. The call ended courteously without completing the survey or renewal process.","aitm_callsummarytitle":"Callback Requested by Contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_18b3f10ea8dc9656150c77087cb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_18b3f10ea8dc9656150c77087cb","number_of_calls_reached":"2","mini_nps":"3","onesentencenotrenewed":"Contact requested to reschedule the call and did not proceed with renewal or survey.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact was unavailable and requested a callback later in the week.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"35087","email":"nicosab@hotmail.com","first_name":"Nicole","last_name":"Sabourin","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nicole Sabourin","language":"French","canceldate":"2023-09-02","time_zone":"2","area_code":"438","members_type":"CAND","do_id":"L25C02684","new_member_date_2":"2022-07-22","phone_2":"4384984944","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314883","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02684","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-21","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"nicosab@hotmail.com","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"35431","email":"psprincess74@gmail.com","first_name":"Prachi","last_name":"Srivastava","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Prachi Srivastava","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"226","members_type":"CAND","do_id":"L25C01965","new_member_date_2":"2022-01-04","phone_2":"2262208385","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308478","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01965","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"psprincess74@gmail.com","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"36387","email":"lisa.wells12@hotmail.com","first_name":"Lisa","last_name":"Wells","phone":"","orgname":"BMW London","customer_acct_name":"BMW London","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lisa Wells","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C02298","new_member_date_2":"2022-04-28","phone_2":"5198526953","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"312122","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C02298","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-20","pcl_status":"F","pcl_completion_date":"2022-08-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lisa.wells12@hotmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"34858","email":"fmoradi6@myseneca.ca","first_name":"Farzad","last_name":"Moradi","phone":"","orgname":"","customer_acct_name":"","tags":"250425 Renewed Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"320784","full_name":"Farzad Moradi","members_type":"CAND","city_1":"Vaughan","province":"ON","language":"English","lead_status":"Lapsed Member","time_zone":"2","area_code":"647","phone_2":"6477069961","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-01-31","last_act_type":"2026-05-13","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2024-04-23","pf2_status":"F","pf2_completion_date":"2024-09-03","number_of_passed_courses":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"L25C09427","temp_do_id_for_auto_old_do_id":"L25C09427","npi_email_temp":"fmoradi6@myseneca.ca","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-02","old_do_id":"LB2505189","canceldate":"2026-04-02","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"34607","email":"sofia@easterseals.ab.ca","first_name":"Shao","last_name":"Cao","phone":"8254141864","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"225867","full_name":"Shao (Sofia) Cao","do_id":"L25A00772","language":"English","canceldate":"2024-12-04","time_zone":"4","area_code":"825","members_type":"AST","new_member_date_2":"2014-05-28","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","intcode":"06","blocnote":"june 9 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached uninitialized voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human answer\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A00772","temp_intcode_for_auto_old_int_code":"6","phone_2":"4032580868","last_infoline_date_type":"2022-06-24","last_act_type":"2023-10-31","pcl_status":"P","pcl_completion_date":"2014-09-03","pf1_status":"P","pf1_completion_date":"2015-09-23","pf2_status":"P","pf2_completion_date":"2016-07-17","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"sofia@easterseals.ab.ca","pcl_completion_date_5":"2019-09-03","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bd11913f608f88118e9fec7eecb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bd11913f608f88118e9fec7eecb"}},"seriesid":"163"}
{"contact":{"id":"35771","email":"smpittman0405@gmail.com","first_name":"Shauna","last_name":"Pittman","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Shauna Pittman","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01242","new_member_date_2":"2020-08-06","cert_status":"PENDING","phone_2":"4032850417","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290998","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01242","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-20","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2021-12-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-03-01","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"smpittman0405@gmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"36174","email":"cdcphilp@gmail.com","first_name":"Cynthia","last_name":"Philp","phone":"","orgname":"DCCP Consulting Ltd.","customer_acct_name":"DCCP Consulting Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Cynthia Philp","language":"English","canceldate":"2023-03-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C02036","new_member_date_2":"2022-01-20","phone_2":"2506553554","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"309150","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C02036","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-06","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"P","pf1_completion_date":"2023-02-16","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"cdcphilp@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"36537","email":"patandsam2016@gmail.com","first_name":"Samantha","last_name":"Botelho","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Samantha Botelho","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C02572","new_member_date_2":"2022-06-23","phone_2":"9055163844","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314246","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":"L25C02572","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-22","pcl_status":"F","pcl_completion_date":"2022-10-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"patandsam2016@gmail.com","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"35725","email":"leblanc.z@hotmail.com","first_name":"Zacharie","last_name":"Leblanc","phone":"5146426415","orgname":"Filtres Q.I.F. Inc.","customer_acct_name":"Filtres Q.I.F. Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Zacharie Leblanc","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C02758","new_member_date_2":"2022-08-11","phone_2":"5148152681","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"315410","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C02758","last_act_type":"2022-11-08","pcl_status":"F","pcl_completion_date":"2022-10-24","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:39:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"leblanc.z@hotmail.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35343","email":"bonitaparsons@outlook.com","first_name":"Bonita","last_name":"Parsons","phone":"5195780838","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Bonita Parsons","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"519","members_type":"CAND","new_member_date_2":"2023-02-24","phone_2":"5192396965","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315056","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C02714","last_act_type":"2023-06-12","pcl_status":"P","pcl_completion_date":"2022-09-25","pf1_status":"P","pf1_completion_date":"2022-10-30","pf2_status":"F","pf2_completion_date":"2023-02-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-02-24","number_of_passed_courses":"3","blocnote":"Nov 5 2025 completed ( she stopped taking the course because she is not doing payroll anymore )","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T09:48:00-05:00","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":"Yes","membershipcostspecify":"","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"Yes","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":"","trc":"True","wera":"False","npi_email_temp":"bonitaparsons@outlook.com","old_int_code":"01","old_do_id":"L25C02714","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"34603","email":"kimandreiner@hotmail.com","first_name":"Kim","last_name":"DeJong","phone":"8886753528","orgname":"Calgary Bookkeeping and Tax Services","customer_acct_name":"Calgary Bookkeeping and Tax Services","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"225796","full_name":"Kim DeJong","do_id":"L25A00771","language":"English","canceldate":"2023-06-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2017-04-07","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"AB","cpa_certification":"PCP","intcode":"0","blocnote":"number not in service\n2026-05-08 invalid phone destination, phone: +14032665677\n2026-05-08 invalid phone destination, phone: +14032533134","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:49-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A00771","temp_intcode_for_auto_old_int_code":"08","phone_2":"5873906945","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-07-16","pf1_status":"P","pf1_completion_date":"2014-08-12","pf2_status":"P","pf2_completion_date":"2014-10-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-07-25","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kimandreiner@hotmail.com","pcl_completion_date_5":"2019-07-16","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:36:44-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_c3b2b6bdf6f5aed49bc09925205","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c3b2b6bdf6f5aed49bc09925205"}},"seriesid":"163"}
{"contact":{"id":"35460","email":"gackhn@gmail.com","first_name":"Kimberley","last_name":"Lawrence","phone":"4035399502","orgname":"Southland Registrations Ltd.","customer_acct_name":"Southland Registrations Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kimberley Lawrence","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01726","new_member_date_2":"2021-09-02","phone_2":"4038748955","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304647","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C01726","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-28","pcl_status":"P","pcl_completion_date":"2021-12-20","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"P","pf2_completion_date":"2023-07-12","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"gackhn@gmail.com","pcl_completion_date_5":"2026-12-20","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"35736","email":"talianab@yahoo.com","first_name":"Taliana","last_name":"Bonney","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Taliana Bonney","language":"English","canceldate":"2024-10-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C01994","new_member_date_2":"2022-08-15","phone_2":"2508269840","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"308658","paid_thru":"2024-07-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C01994","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-09","pcl_status":"F","pcl_completion_date":"2023-09-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"talianab@yahoo.com","pcl_completion_date_5":"2028-09-09","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"36156","email":"safa_areye@hotmail.com","first_name":"Safa","last_name":"Areye","phone":"6134109686","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Safa Areye","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"L25C00783","new_member_date_2":"2020-03-06","phone_2":"6134109686","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"255125","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25C00783","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-06-10","pcl_status":"P","pcl_completion_date":"2017-12-18","pf1_status":"P","pf1_completion_date":"2018-04-22","pf2_status":"P","pf2_completion_date":"2020-06-15","number_of_passed_courses":"4","trc":"True","wera":"True","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-12-04","cert_status":"PENDING","npi_email_temp":"safa_areye@hotmail.com","pcl_completion_date_5":"2022-12-18","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","cpa_certification":"PCP"}},"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, 260522 Lapsed DEL","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":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","time_zone":"2","area_code":"450","organization_id":"239405","individual_id":"340063","temp_do_id_for_auto_old_do_id":"LB2505379","language":"French","extension_phone_1":"246","last_act_type":"2025-04-14","company_paid_thru":"2027-03-31","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\/2027","latest_paid_thru":"2027-03-31","pf1_status":"E","corp_cancel_date":"2022-02-02","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34575","email":"laura.forbes15@gmail.com","first_name":"Laura","last_name":"Forbes","phone":"2503175422","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"289294","full_name":"Laura Forbes","do_id":"L25A01055","language":"English","canceldate":"2021-08-04","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2020-06-03","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"15","blocnote":"06 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail for Laura Ford\n2026 May 08 call started with introduction but ended abruptly after 15 seconds","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:48-04:00","paid_thru":"2021-05-31","temp_do_id_for_auto_old_do_id":"L25A01055","temp_intcode_for_auto_old_int_code":"15","phone_2":"2503175422","last_act_type":"2020-02-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"laura.forbes15@gmail.com","formatted_paid_thru":"31\/05\/2021","latest_paid_thru":"2021-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:31:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Laura and introduced herself, mentioning the lapsed Associate membership and intending to ask further questions. However, the call was very short and ended abruptly without completing the conversation 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","session_id":"call_159920456d4ef45327a38467387","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_159920456d4ef45327a38467387","mini_nps":"3","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35498","email":"avanzadopriscilla@aol.com","first_name":"Priscilla","last_name":"Avanzado","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Priscilla Avanzado","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02217","new_member_date_2":"2022-03-28","phone_2":"6474484498","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311523","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C02217","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-09","pcl_status":"F","pcl_completion_date":"2023-08-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"avanzadopriscilla@aol.com","pcl_completion_date_5":"2028-08-29","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"36048","email":"clorcy425@gmail.com","first_name":"Clorcy","last_name":"Kulangara","phone":"5196606222","orgname":"Canadian Tire","customer_acct_name":"Canadian Tire","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Clorcy Kulangara","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C01266","new_member_date_2":"2020-08-21","phone_2":"5196807921","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"291667","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01266","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2020-12-22","last_act_type":"2022-03-08","pcl_status":"P","pcl_completion_date":"2021-01-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"clorcy425@gmail.com","pcl_completion_date_5":"2026-01-05","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35524","email":"keylee.hou@gmail.com","first_name":"Xiaohong","last_name":"Hou","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Xiaohong Hou","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","time_zone":"2","area_code":"289","members_type":"CAND","do_id":"L25C01220","new_member_date_2":"2020-08-20","cert_status":"PENDING","phone_2":"2898881258","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290693","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01220","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-27","pcl_status":"P","pcl_completion_date":"2020-11-15","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-06-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-23","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"keylee.hou@gmail.com","pcl_completion_date_5":"2025-11-15","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34413","email":"lisa.parris@hwcdsb.ca","first_name":"Lisa","last_name":"Parris","phone":"9055252268","orgname":"Hamilton Wentworth Catholic Child Care Centres","customer_acct_name":"Hamilton Wentworth Catholic Child Care Centres","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"266718","full_name":"Lisa Parris","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"905","extension_phone_1":"1715","members_type":"AST","new_member_date_2":"2018-09-04","lead_status":"Refused","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","blocnote":"05 June 2025 Completed\n2026 May 08 reached voicemail for Lisa Paris at Hamilton Wentworth Catholic District School Board\n2026 May 08 contact not available, requested callback later.\n2026 May 11 call transferred to Alyssa instead of Lisa Parris, call ended without renewal discussion.\n2026 May 13 callback scheduled for Friday morning - NPI# not provided\n2026 May 15 call reached voicemail of Lisa Paris, no contact made\n2026 May 15 call reached voicemail, no message left\n2026 May 19 contact asked to stop calls and not to be contacted again.","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:12:01-04:00","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":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"Partially","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"she wasn't doing any workshops","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"couldn't participate","engagingstrategiesspecify":"beginners workshops","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"11","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"3","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A00476","temp_intcode_for_auto_old_int_code":"11","pds_august":"3","phone_2":"9059665943","pds_september":"3","last_act_type":"2023-05-07","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"lisa.parris@hwcdsb.ca","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-19T11:12:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent reached Lisa and identified her before she asked the agent to stop calling. The agent acknowledged the request and ended the call, ensuring Lisa would not be contacted again.","aitm_callsummarytitle":"User requested no further calls","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_cd3d0c90386c760b9e9970b7ed0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cd3d0c90386c760b9e9970b7ed0","onesentencenotrenewed":"User asked the agent to stop calling.","initialvalue":"Other","othermemberbenefit":"Not discussed","astotherreasonsnottorenew":"Not discussed during call","number_of_calls_reached":"2","npi_call_back_date_and_time":"2026-05-15T09:00:00-04:00","npi_call_back_time_hour":"09","npi_call_back_time_minute":"00","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00476"}},"seriesid":"163"}
{"contact":{"id":"36071","email":"amnehalsafadi@gmail.com","first_name":"Amneh","last_name":"AlSafadi","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Amneh AlSafadi","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C00775","new_member_date_2":"2022-06-15","phone_2":"6479836479","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"252707","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":"L25C00775","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-15","pcl_status":"P","pcl_completion_date":"2017-07-30","pf1_status":"P","pf1_completion_date":"2022-09-25","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"amnehalsafadi@gmail.com","pcl_completion_date_5":"2022-07-30","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"35207","email":"cecilia.delorey@yahoo.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":{"full_name":"Cecilia Delorey","language":"English","canceldate":"2024-10-02","time_zone":"1","area_code":"902","members_type":"CAND","do_id":"L25C01697","new_member_date_2":"2021-08-24","phone_2":"9028701530","province":"NS","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304184","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C01697","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-09-19","pcl_status":"P","pcl_completion_date":"2022-01-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"cecilia.delorey@yahoo.ca","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"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","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","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"36440","email":"wkhcanada@hotmail.com","first_name":"Ka","last_name":"Wong","phone":"2046684420","orgname":"Bee Clean","customer_acct_name":"Bee Clean","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ka Ho Wong","language":"English","canceldate":"2023-03-02","extension_phone_1":"132","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C02062","new_member_date_2":"2022-01-28","phone_2":"4314517033","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"309464","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C02062","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-27","pcl_status":"P","pcl_completion_date":"2022-05-22","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"wkhcanada@hotmail.com","pcl_completion_date_5":"2027-05-22","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"35816","email":"stevebp03@hotmail.ca","first_name":"Steve","last_name":"Kyriakakis","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Steve Kyriakakis","language":"English","canceldate":"2023-04-04","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01002","new_member_date_2":"2020-09-16","phone_2":"4039286610","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"280671","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C01002","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-14","pcl_status":"P","pcl_completion_date":"2021-01-10","pf1_status":"P","pf1_completion_date":"2021-11-09","pf2_status":"P","pf2_completion_date":"2022-05-29","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"stevebp03@hotmail.ca","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"34441","email":"lleduc@leducchabot.ca","first_name":"Louise","last_name":"Leduc","phone":"5146029671","orgname":"Leduc Chabot CPA Inc.","customer_acct_name":"Leduc Chabot CPA Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"213449","full_name":"Louise Leduc","do_id":"L25A00733","language":"French","canceldate":"2021-02-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2019-12-06","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"2","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A00733","pds_august":"2","pds_september":"2","last_infoline_date_type":"2020-07-01","last_act_type":"2020-07-01","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:00-04:00","blocnote":"completer 2 sept 2025\n2026 May 08 contact answered but Louise not available, call ended early.","intcode":"03","temp_intcode_for_auto_old_int_code":"03","pds_november":"2","npi_email_temp":"lleduc@leducchabot.ca","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:00-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Louise regarding her past membership experience with the National Payroll Institute. The user answered but said Louise was not available and ended the call without further discussion.","aitm_callsummarytitle":"Contact Not Available - Call Ended Early","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact said Louise is not available and ended the call.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"01","astotherreasonsnottorenew":"Contact not available to discuss renewal.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f66c1bad4fd20fa46dd34cab3fd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f66c1bad4fd20fa46dd34cab3fd","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36122","email":"benarieshlomit@gmail.com","first_name":"Michelle","last_name":"Arie","phone":"9053928655","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Michelle Ben Arie","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C02031","new_member_date_2":"2022-01-18","phone_2":"9053928655","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"309055","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C02031","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-17","pcl_status":"P","pcl_completion_date":"2022-05-01","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"benarieshlomit@gmail.com","pcl_completion_date_5":"2027-05-01","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
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{"contact":{"id":"35710","email":"i.bah39@yahoo.fr","first_name":"Ibrahima","last_name":"Bah","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ibrahima Bah","language":"French","canceldate":"2023-11-02","cpa_certification":"SCP","time_zone":"2","area_code":"438","members_type":"CAND","new_member_date_2":"2022-09-21","cert_status":"WITHDRAWN","phone_2":"4389925211","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"225308","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"LB2505435","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":"L25C00741","last_act_type":"2022-09-21","pcl_status":"F","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2014-10-10","pf2_status":"P","pf2_completion_date":"2014-11-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-01-07","number_of_passed_courses":"3","trc":"False","wera":"False","do_id":"LB2505435","npi_email_temp":"i.bah39@yahoo.fr","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
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{"contact":{"id":"35626","email":"teoff22@yahoo.com","first_name":"Teofilo","last_name":"Lubao","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Teofilo Lubao","language":"English","canceldate":"2023-05-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C02229","new_member_date_2":"2022-03-29","phone_2":"3063141504","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311564","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02229","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-28","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","trc":"True","wera":"False","npi_email_temp":"teoff22@yahoo.com","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
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{"contact":{"id":"35999","email":"kjeung@gavmgmt.ca","first_name":"Kody","last_name":"Jeung","phone":"5143417292","orgname":"Galerie Audio Video MGMT Inc.","customer_acct_name":"Galerie Audio Video MGMT Inc.","tags":"npiAlert14, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Kody Jeung","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"514","members_type":"CORP","new_member_date_2":"2022-08-17","phone_2":"6476394264","province":"QC","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"315633","organization_id":"195510","pipeline_2_members_only_ast":"","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25O05322","old_do_id":"LB2505904","last_infoline_date_type":"2024-11-12","last_act_type":"2024-11-12","company_paid_thru":"2027-01-31","date_of_renewal_identification":"2026-05-28","pcl_status":"F","pcl_completion_date":"2022-12-11","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"L25O05322","npi_email_temp":"kjeung@gavmgmt.ca","ln_entered_date":"2026-04-03","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"34478","email":"david.bates@bureauveritas.com","first_name":"David","last_name":"Bates","phone":"9542927470","orgname":"Bureau Veritas","customer_acct_name":"Bureau Veritas","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"319333","full_name":"David Bates","language":"English","canceldate":"2024-01-05","time_zone":"2","area_code":"954","members_type":"AST","new_member_date_2":"2022-11-30","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"FL","intcode":"15","blocnote":"june 8 2025 vm\r\nLN \/ 23 September 2025 VM\n2026-05-08 Dial no answer, phone: +19542927470\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 very brief call, user expressed dissatisfaction, no renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:48-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A01242","temp_intcode_for_auto_old_int_code":"15","phone_2":"4077212459","last_infoline_date_type":"2023-03-15","last_act_type":"2023-03-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"david.bates@bureauveritas.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:06:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_voicemaildetection":"No","usersentiment":"Negative","old_int_code":"06","retell_call_status":"ended","session_id":"call_4d7d222f9a7f9a3c1f35104ef63","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4d7d222f9a7f9a3c1f35104ef63","npi_transcriptsummary":"The call was very brief and mostly consisted of the user expressing dissatisfaction with political and economic conditions. The agent did not engage in a meaningful conversation or complete any tasks.","aitm_callsummarytitle":"Brief call with negative user sentiment, no renewal","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","mini_nps":"1","onesentencenotrenewed":"User expressed dissatisfaction with external conditions and did not engage in renewal discussion.","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01242","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35265","email":"cskomalpreet@gmail.com","first_name":"Komalpreet","last_name":"Kaur","phone":"","orgname":"Canada Fortune Group","customer_acct_name":"Canada Fortune Group","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Komalpreet Kaur","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01197","new_member_date_2":"2021-07-28","phone_2":"9059651202","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"289954","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C01197","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-02-10","pcl_status":"F","pcl_completion_date":"2021-11-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cskomalpreet@gmail.com","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"34470","email":"bernadetteroldan@bell.net","first_name":"Bernadette","last_name":"Arugay","phone":"5143857920","orgname":"Judith and Charles","customer_acct_name":"Judith and Charles","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"216984","full_name":"Bernadette Roldan Arugay","do_id":"L25A00740","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2022-06-17","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","cpa_certification":"PCP","intcode":"15","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no human contact\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call ended without reaching Bernadette; automated system encountered.\n2026 May 13 call attempted to reach Bernadette, mostly inaudible responses, no survey completed","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T11:06:41-04:00","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A00740","temp_intcode_for_auto_old_int_code":"15","phone_2":"5142244526","last_act_type":"2022-08-15","pcl_status":"P","pcl_completion_date":"2013-12-02","pf1_status":"P","pf1_completion_date":"2014-03-11","pf2_status":"P","pf2_completion_date":"2014-07-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-08-15","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"bernadetteroldan@bell.net","pcl_completion_date_5":"2018-12-02","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-13T11:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent attempted to reach Bernadette to discuss her lapsed Associate membership with the National Payroll Institute and offer a short survey. The user responded briefly but the conversation was mostly inaudible, and the call ended without completing the survey or renewal process.","aitm_callsummarytitle":"Attempted contact with Bernadette, no survey completed","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a2accbf1bc6c7e91a1919d1e284","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a2accbf1bc6c7e91a1919d1e284","mini_nps":"3","onesentencenotrenewed":"No clear refusal or renewal intent expressed due to call issues.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"03","astotherreasonsnottorenew":"Call was not completed due to automated system and no human interaction.","age_range":"Preferred not to say","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"34581","email":"ndurand@onwa.ca","first_name":"Nicolas","last_name":"Durand","phone":"6138507327","orgname":"Ontario Native Women's Association","customer_acct_name":"Ontario Native Women's Association","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"323303","full_name":"Nicolas Durand","do_id":"L25A01266","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"613","members_type":"AST","new_member_date_2":"2023-03-30","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","blocnote":"june 10 2025 completed\n2026 May 08 call started, agent introduced herself and mentioned lapsed membership, call ended early","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":"Yes","npichallengesspecify":"getting payroll clarifications was a bit challenging","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":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25A01266","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2023-10-16","last_act_type":"2023-10-16","number_of_passed_courses":"0","trc":"False","wera":"False","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:10-04:00","npi_email_temp":"ndurand@onwa.ca","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:10-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Nicholas and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. The call ended shortly after the introduction without further conversation or questions.","aitm_callsummarytitle":"Call started but ended early after introduction","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_687a5dfad97cb7d01df37b6a4af","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_687a5dfad97cb7d01df37b6a4af","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35169","email":"rdn2208@yahoo.com.ph","first_name":"Riden","last_name":"Aguilar","phone":"4313510022","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Riden Aguilar","language":"English","canceldate":"2023-07-11","time_zone":"3","area_code":"431","members_type":"CAND","do_id":"L25C02439","new_member_date_2":"2022-05-30","phone_2":"4313510022","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313129","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02439","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-24","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"F","pf1_completion_date":"2022-11-27","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"rdn2208@yahoo.com.ph","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"36361","email":"dhennisadajar@y7mail.com","first_name":"Dhennis","last_name":"Adajar","phone":"7807816946","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Dhennis Adajar","language":"English","canceldate":"2023-01-05","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01831","new_member_date_2":"2021-11-04","phone_2":"7807816946","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"306965","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01831","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-03-11","pcl_status":"P","pcl_completion_date":"2022-01-30","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"dhennisadajar@y7mail.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"35114","email":"aliasghar05@gmail.com","first_name":"Ali","last_name":"Khokhawala","phone":"9052736656","orgname":"Anderson College of Health, Business and Technology","customer_acct_name":"Anderson College of Health, Business and Technology","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ali Asghar Khokhawala","language":"English","canceldate":"2023-12-02","time_zone":"2","area_code":"905","members_type":"CAND","new_member_date_2":"2022-10-18","phone_2":"6474703926","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314892","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"LB2504217","last_act_type":"2022-10-18","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":"L25C02687","pcl_status":"P","pcl_completion_date":"2022-09-18","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","do_id":"LB2504217","npi_email_temp":"aliasghar05@gmail.com","pcl_completion_date_5":"2027-09-18","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"35932","email":"irma.velazquez.a@gmail.com","first_name":"Ima","last_name":"Avila","phone":"5143429988","orgname":"Loisir Sportifs CDN-NDG","customer_acct_name":"Loisir Sportifs CDN-NDG","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ima Elena Velazquez Avila","language":"French","canceldate":"2024-05-02","extension_phone_1":"223","time_zone":"2","area_code":"514","members_type":"CAND","new_member_date_2":"2023-03-09","phone_2":"5147154762","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"305827","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C01780","last_act_type":"2023-10-07","pcl_status":"P","pcl_completion_date":"2023-07-11","pf1_status":"F","pf1_completion_date":"2023-11-27","number_of_passed_courses":"1","sendapplicationform":"2025-11-06T09:50:00-05:00","blocnote":"tlnc.6 nov compl\u00e9ter  envoie des 2 courriels\r\nLNC \/ 16 December 2025 VM\r\nLNC \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T09:58:00-05:00","sendastapplicationform":"2025-11-06T09:50:00-05:00","last_engaged_date":"2025-11-06","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","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":"No","membershipcostspecify":"","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","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":"10","npi_email_temp":"irma.velazquez.a@gmail.com","old_do_id":"L25C01780","pcl_completion_date_5":"2028-07-11","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"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, TMAI","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":"15","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call initiated but ended quickly after asking for Jodie","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:46-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01419","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:36:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent called and asked to speak with Jodie, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call ended after initial greeting","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_91c47ec77eca7d871b330b01e30","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_91c47ec77eca7d871b330b01e30","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35509","email":"gianinatomaub@gmail.com","first_name":"Gianina","last_name":"Tomaub","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Gianina Rose Tomaub","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"236","members_type":"CAND","new_member_date_2":"2023-05-09","phone_2":"2363329567","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315239","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C02733","last_act_type":"2023-09-05","pcl_status":"P","pcl_completion_date":"2022-09-18","pf1_status":"F","pf1_completion_date":"2023-11-02","pf2_status":"P","pf2_completion_date":"2022-11-13","number_of_passed_courses":"2","intcode":"21","blocnote":"nov 4 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:54:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"gianinatomaub@gmail.com","pcl_completion_date_5":"2027-09-18","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C02733"}},"seriesid":"163"}
{"contact":{"id":"36015","email":"ndudoward@live.ca","first_name":"Natasha","last_name":"Dudoward","phone":"7788845309","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Natasha Dudoward","language":"English","canceldate":"2024-08-02","time_zone":"5","area_code":"778","members_type":"AST","do_id":"L25A01453","new_member_date_2":"2022-06-15","phone_2":"7788845309","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"212293","organization_id":"212204","intcode":"06","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 voicemail reached, no message left\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 callback scheduled for next Friday morning\n2026 May 22 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:49-04:00","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01453","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-02-05","pcl_status":"P","pcl_completion_date":"2022-10-19","pf1_status":"F","pf1_completion_date":"2023-08-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ndudoward@live.ca","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-22T09:32:02-04:00","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":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3af8af2dae5114ba29ac1825362","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3af8af2dae5114ba29ac1825362","mini_nps":"3","npi_call_back_date_and_time":"2026-05-22T09:00:00-04:00","npi_call_back_time_hour":"09","npi_call_back_time_minute":"00","old_int_code":"10","company_paid_thru":"2016-09-30","corp_cancel_date":"2016-11-23","company_status":"I"}},"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":"2020-01-10","last_act_type":"2020-01-10","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","latest_paid_thru":"2021-08-31"}},"seriesid":"163"}
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{"contact":{"id":"36583","email":"lenatykhova@gmail.com","first_name":"Olena","last_name":"Tykhova","phone":"2368812997","orgname":"Olena Tykhova","customer_acct_name":"Olena Tykhova","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Olena Tykhova","language":"English","canceldate":"2023-04-04","time_zone":"5","area_code":"236","members_type":"CAND","do_id":"L25C01075","new_member_date_2":"2020-02-13","phone_2":"2368812997","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"285763","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C01075","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-21","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"P","pf1_completion_date":"2022-10-24","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"lenatykhova@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"36020","email":"ruben.uran.cri@gmail.com","first_name":"Rub\u00e9n","last_name":"Uran","phone":"5142737741","orgname":"Samuelsohn Limited","customer_acct_name":"Samuelsohn Limited","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rub\u00e9n Uran","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01547","new_member_date_2":"2021-04-21","phone_2":"5145725041","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"300377","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C01547","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2021-10-11","last_act_type":"2022-03-19","pcl_status":"P","pcl_completion_date":"2022-01-16","pf1_status":"F","pf1_completion_date":"2022-06-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ruben.uran.cri@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"35441","email":"heejinleekr@gmail.com","first_name":"Heejin","last_name":"Lee","phone":"4038177460","orgname":"Calgary Board of Education","customer_acct_name":"Calgary Board of Education","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Heejin Lee, PCP","language":"English","canceldate":"2023-02-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CORP","do_id":"","new_member_date_2":"2022-01-04","cert_status":"ACTIVE","phone_2":"6476553952","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308483","organization_id":"5326","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"L25C01966","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-02-28","company_paid_thru":"2027-03-31","pcl_status":"P","pcl_completion_date":"2024-07-22","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2023-04-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-11","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"heejinleekr@gmail.com","pcl_completion_date_5":"2029-07-22","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","corp_cancel_date":"2006-05-10","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01966","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36404","email":"beant.kaler@triosstudent.com","first_name":"Beant","last_name":"Kaler","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Beant Kaur Kaler","language":"English","canceldate":"2024-02-03","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01298","new_member_date_2":"2022-12-07","cert_status":"PENDING","phone_2":"6476674512","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"293262","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":"L25C01298","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-12","pcl_status":"P","pcl_completion_date":"2020-11-08","pf1_status":"P","pf1_completion_date":"2020-12-14","pf2_status":"P","pf2_completion_date":"2021-03-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-12-07","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"beant.kaler@triosstudent.com","pcl_completion_date_5":"2025-11-08","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"35785","email":"calic68@gmail.com","first_name":"Christine","last_name":"Alic","phone":"9056885550","orgname":"Brock University","customer_acct_name":"Brock University","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Christine Alic","language":"English","canceldate":"2023-10-03","extension_phone_1":"4450","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C02765","new_member_date_2":"2022-08-11","phone_2":"9053413850","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"315437","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C02765","last_act_type":"2022-10-21","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"LNC Nov 26 2025 She is no longer with the company 1st number \r\n2nd number vm msg number not assigned","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:44:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"12","npi_email_temp":"calic68@gmail.com","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"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":"2026-05-22","company_paid_thru":"2027-06-30","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\/2027","latest_paid_thru":"2027-06-30","corp_cancel_date":"1998-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34923","email":"carla.d@davidsonfinancial.ca","first_name":"Carla","last_name":"Davidson","phone":"3069880071","orgname":"Davidson Financial & Accounting Services Inc.","customer_acct_name":"Davidson Financial & Accounting Services Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"243276","full_name":"Carla Davidson, DFA","members_type":"CORP","do_id":"L25O00821","lead_status":"Lapsed Member","coidnewmbrdate":"2016-05-12","city_1":"Regina","province":"SK","language":"English","time_zone":"3","area_code":"306","phone_2":"3065519166","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"June 11 2025 vm\r\nLN \/ 01 October 2025 Not at the office","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T12:11:00-04:00","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O00821","temp_intcode_for_auto_old_int_code":"6","organization_id":"243275","last_infoline_date_type":"2022-11-01","last_act_type":"2022-11-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"carla.d@davidsonfinancial.ca","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-04-25","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"36529","email":"shanitha.rifayee@vancouverfoundation.ca","first_name":"Shanitha","last_name":"Rifayee","phone":"6046882204","orgname":"Vancouver Foundation","customer_acct_name":"Vancouver Foundation","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Shanitha Rifayee","language":"English","canceldate":"2023-07-11","extension_phone_1":"139","time_zone":"5","area_code":"604","members_type":"CORP","do_id":"","new_member_date_2":"2022-05-06","pds_april":"1","phone_2":"6044327884","province":"BC","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"312204","organization_id":"148629","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pds_july":"1","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"L25C02311","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_infoline_date_type":"2026-10-02","last_conf_date_type":"2025-06-04","last_act_type":"2026-10-02","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2022-07-24","number_of_passed_courses":"1","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"shanitha.rifayee@vancouverfoundation.ca","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02311","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35461","email":"lavarin505@gmail.com","first_name":"Jean-Olson","last_name":"Lavarin","phone":"5148081612","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jean-Olson Lavarin","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01479","new_member_date_2":"2021-03-02","phone_2":"5148081612","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"298615","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C01479","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-19","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"F","pf2_completion_date":"2023-12-18","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"lavarin505@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"35724","email":"starflares@hotmail.com","first_name":"David","last_name":"Graham-Jolivet","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"David Graham-Jolivet","language":"French","canceldate":"2024-11-02","cpa_certification":"SCP","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C00993","new_member_date_2":"2019-09-06","cert_status":"PENDING","phone_2":"5146880193","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"280088","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C00993","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-28","pcl_status":"P","pcl_completion_date":"2019-10-29","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2020-02-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-01-21","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"starflares@hotmail.com","pcl_completion_date_5":"2024-10-29","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"36150","email":"traceyprobooks@gmail.com","first_name":"Tracey","last_name":"Baker","phone":"5197654321","orgname":"Springfield Rona","customer_acct_name":"Springfield Rona","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tracey Baker","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C01275","new_member_date_2":"2020-08-28","phone_2":"5196395653","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"291943","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01275","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-22","pcl_status":"P","pcl_completion_date":"2021-01-10","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2022-12-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"traceyprobooks@gmail.com","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35765","email":"fairless@sentex.ca","first_name":"Martha","last_name":"Fairless","phone":"5198945423","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Martha DeWitte Fairless","language":"English","canceldate":"2023-09-02","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2011-07-15","pds_april":"2","cert_status":"WITHDRAWN_CPE","phone_2":"5198945423","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"186812","intcode":"01","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 contact declined to discuss membership, waiting for another call","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:09-04:00","pds_july":"2","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A01432","temp_intcode_for_auto_old_int_code":"01","pds_august":"2","pds_september":"2","last_conf_date_type":"2014-06-17","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-11-09","pf1_status":"P","pf1_completion_date":"2012-02-24","pf2_status":"P","pf2_completion_date":"2012-12-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-09-11","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"fairless@sentex.ca","pcl_completion_date_5":"2016-11-09","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:09-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Martha to discuss her lapsed Associate membership with the National Payroll Institute, but Martha declined to engage as she was waiting for another call and ended the conversation quickly. The agent courteously ended the call after Martha's refusal.","aitm_callsummarytitle":"Contact declined membership discussion","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact declined to discuss membership as she was waiting for another call.","old_int_code":"6","npi_voicemaildetection":"No","pipeline_2_members_only_ast":"","ivrdetector":"No","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","old_do_id":"L25A01432","retell_call_status":"ended","session_id":"call_ee535b34d67b3d2549b9213ba78","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ee535b34d67b3d2549b9213ba78","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36183","email":"neda.kosari@gmail.com","first_name":"Neda","last_name":"Torbehbar","phone":"4166459408","orgname":"CDI College North York Campus","customer_acct_name":"CDI College North York Campus","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Neda Kosari Torbehbar","language":"English","canceldate":"2023-04-04","extension_phone_1":"2022","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01810","new_member_date_2":"2022-01-31","phone_2":"6478874464","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"306664","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C01810","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-31","pcl_status":"P","pcl_completion_date":"2021-12-12","pf1_status":"P","pf1_completion_date":"2022-05-03","pf2_status":"P","pf2_completion_date":"2022-02-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"neda.kosari@gmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"35936","email":"perez_erika76@hotmail.com","first_name":"Erika","last_name":"Perez-Acosta","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Erika Perez-Acosta","language":"English","canceldate":"2023-04-04","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C00762","new_member_date_2":"2022-02-23","phone_2":"4168255994","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"245125","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C00762","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-23","pcl_status":"F","pcl_completion_date":"2022-06-12","pf1_status":"F","pf1_completion_date":"2016-10-09","pf2_status":"F","pf2_completion_date":"2016-11-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"perez_erika76@hotmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"34625","email":"joi.hall@alliancedata.com","first_name":"Joishetta","last_name":"Hall","phone":"2144943754","orgname":"Alliance Data","customer_acct_name":"Alliance Data","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"291128","full_name":"Joishetta Hall, CPP","do_id":"L25A01070","language":"English","canceldate":"2021-10-02","time_zone":"3","area_code":"214","members_type":"AST","new_member_date_2":"2020-08-10","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"TX","intcode":"15","blocnote":"june 9 2025 vm\r\n25 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call went to voicemail, no contact made\n2026 May 11 call started, brief introduction, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:45-04:00","paid_thru":"2021-07-31","temp_do_id_for_auto_old_do_id":"L25A01070","temp_intcode_for_auto_old_int_code":"15","phone_2":"7132927239","last_act_type":"2020-07-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"joi.hall@alliancedata.com","formatted_paid_thru":"31\/07\/2021","latest_paid_thru":"2021-07-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent reached Joishetta and introduced themselves, mentioning the lapsed Associate membership and intent to ask questions about the membership experience. 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","session_id":"call_1b62a9416322c02c73a379ba081","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1b62a9416322c02c73a379ba081","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35550","email":"archanaghildiyal28@gmail.com","first_name":"Archana","last_name":"Ghildiyal","phone":"","orgname":"Dynacare","customer_acct_name":"Dynacare","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Archana Ghildiyal","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01222","new_member_date_2":"2020-07-29","phone_2":"4164339226","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290779","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C01222","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-06","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-04-18","pf2_status":"P","pf2_completion_date":"2022-10-30","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"archanaghildiyal28@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"35235","email":"salvador_lychelle@yahoo.com.ph","first_name":"Lychelle","last_name":"Salvador","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lychelle Salvador","language":"English","canceldate":"2023-02-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01946","new_member_date_2":"2021-12-16","phone_2":"7802703054","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308274","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01946","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-16","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":"salvador_lychelle@yahoo.com.ph","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"36049","email":"clsbooks61@gmail.com","first_name":"Charlotte","last_name":"Stephens","phone":"","orgname":"","customer_acct_name":"","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Charlotte Stephens","language":"English","canceldate":"2024-09-04","cpa_certification":"PCP","time_zone":"5","area_code":"250","members_type":"AST","do_id":"L25A01456","new_member_date_2":"2013-07-11","pds_april":"6","cert_status":"WITHDRAWN_CPE","phone_2":"2502172119","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"216880","intcode":"16","blocnote":"June 11 2025 Wrong number\n2026 May 08 call reached wrong number, no renewal discussion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:46-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","pds_july":"6","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A01456","temp_intcode_for_auto_old_int_code":"16","pds_august":"6","pds_september":"6","last_infoline_date_type":"2023-04-01","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-01-22","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":"2014-10-22","number_of_passed_courses":"4","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"clsbooks61@gmail.com","pcl_completion_date_5":"2019-01-22","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T15:26:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called a number asking for Charlotte, but the person who answered said it was the wrong number. The agent ended the call politely without further conversation.","aitm_callsummarytitle":"Wrong Number - Call Ended","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Wrong number, no renewal discussion.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Wrong number, no relevant contact reached.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_835e53358db6bd2e5d978244423","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_835e53358db6bd2e5d978244423","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35103","email":"belfair310@outlook.com","first_name":"Belinda","last_name":"Reynolds","phone":"9056624925","orgname":"Taylor Steel Inc.","customer_acct_name":"Taylor Steel Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Belinda Reynolds, PCP","language":"English","canceldate":"2023-01-09","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","do_id":"","new_member_date_2":"2021-01-26","cert_status":"ACTIVE","phone_2":"9055777009","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"297121","organization_id":"264760","temp_do_id_for_auto_old_do_id":"L25C01436","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-09-26","last_act_type":"2024-09-30","company_paid_thru":"2027-05-31","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2022-06-20","pf2_status":"P","pf2_completion_date":"2024-09-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-06-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"belfair310@outlook.com","pcl_completion_date_5":"2026-05-03","last_conf_date_type":"2026-06-25","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01436","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34588","email":"wmccorvey75@gmail.com","first_name":"Wendy","last_name":"McCorvey","phone":"6785175515","orgname":"CorPartners","customer_acct_name":"CorPartners","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"289760","full_name":"Wendy McCorvey","do_id":"L25A01059","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"678","members_type":"AST","new_member_date_2":"2021-09-17","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"GA","intcode":"15","blocnote":"June 10 2025 on a call. Call back.\r\nSept 3 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no message left\n2026 May 13 call ended shortly after greeting, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:27-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A01059","temp_intcode_for_auto_old_int_code":"15","phone_2":"6785175515","last_infoline_date_type":"2024-01-22","last_act_type":"2024-01-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"wmccorvey75@gmail.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-13T13:08:27-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent called and asked to speak with Wendy, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call ended after initial greeting","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1eb7700627be8f85d550d6d738e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1eb7700627be8f85d550d6d738e","mini_nps":"3","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36446","email":"wb88@me.com","first_name":"Warren","last_name":"Bratton","phone":"7057918551","orgname":"YBL","customer_acct_name":"YBL","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Warren Bratton","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"705","members_type":"CAND","new_member_date_2":"2026-02-02","phone_2":"7057918551","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"301610","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25C01598","last_act_type":"2026-12-02","pcl_status":"P","pcl_completion_date":"2022-12-11","number_of_passed_courses":"2","trc":"True","wera":"False","intcode":"99","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:10:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"wb88@me.com","pf1_status":"P","date_of_renewal_identification":"2026-02-03","old_int_code":"06","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","pf1_completion_date":"2026-05-27"}},"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":"2022-02-08","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","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34471","email":"peppihagel@yahoo.com","first_name":"Peppi","last_name":"Hagel","phone":"4032771331","orgname":"Dunwald & Fleming","customer_acct_name":"Dunwald & Fleming","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"285124","full_name":"Peppi Hagel","do_id":"L25A01024","language":"English","canceldate":"2021-03-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2020-01-24","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"AB","intcode":"21","blocnote":"05 June 2025 she couldn't talk but the reason is that her boss has a membership","dhmsfin_telemarketing_last_contacted_date":"2025-06-05T19:59:00-04:00","paid_thru":"2020-12-31","temp_do_id_for_auto_old_do_id":"L25A01024","temp_intcode_for_auto_old_int_code":"21","phone_2":"4035699848","last_act_type":"2020-02-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"peppihagel@yahoo.com","formatted_paid_thru":"31\/12\/2020","latest_paid_thru":"2020-12-31"}},"seriesid":"163"}
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{"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","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"35333","email":"toromir@shaw.ca","first_name":"Christopher","last_name":"Voth","phone":"5877852525","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Christopher Voth","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"4","area_code":"587","members_type":"CAND","new_member_date_2":"2023-04-20","pds_april":"3","cert_status":"WITHDRAWN","phone_2":"5877852525","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"172615","pds_july":"3","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"LB2507529","pds_august":"3","pds_september":"3","last_act_type":"2023-04-20","pcl_status":"F","pcl_completion_date":"2023-08-04","pf1_status":"P","pf1_completion_date":"2012-08-22","pf2_status":"P","pf2_completion_date":"2012-12-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-05-03","number_of_passed_courses":"3","pds_october":"3","intcode":"21","blocnote":"LNC Nov 5 2025 He is no longer in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T11:03:00-05:00","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":"L25C00705","trc":"False","wera":"False","pds_november":"3","do_id":"LB2507529","npi_email_temp":"toromir@shaw.ca","pcl_completion_date_5":"2028-08-04","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"35209","email":"tiffany.mwangi@georgebrown.ca","first_name":"Tiffany","last_name":"Mwangi","phone":"4164747496","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Tiffany Mwangi","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2023-03-13","phone_2":"4164747496","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313155","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C02443","last_act_type":"2026-04-30","pcl_status":"F","pcl_completion_date":"2023-06-08","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:33:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"tiffany.mwangi@georgebrown.ca","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02443","pcl_completion_date_5":"2028-06-08","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"35965","email":"austinbuchanan22@gmail.com","first_name":"Austin","last_name":"Buchanan","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Austin Buchanan","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C02786","new_member_date_2":"2022-08-16","phone_2":"5194920685","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315621","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":"L25C02786","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-15","pcl_status":"F","pcl_completion_date":"2022-12-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"austinbuchanan22@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34483","email":"fvanhove@leclerc-architectes.com","first_name":"Florence","last_name":"Vanhove","phone":"5142823970","orgname":"Leclerc Architectes Inc.","customer_acct_name":"Leclerc Architectes Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"319561","full_name":"Florence Vanhove","do_id":"L25A01243","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","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-11-30","blocnote":"compl\u00e9ter le 8 septembre 2025\n2026 May 08 call attempted with Florence, communication issues prevented conversation completion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:27-04:00","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","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","engagingstrategiesspecify":"a aller plus loin","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Strong","intcode":"15","temp_do_id_for_auto_old_do_id":"L25A01243","temp_intcode_for_auto_old_int_code":"15","phone_2":"5148397205","last_infoline_date_type":"2023-02-15","last_act_type":"2024-08-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fvanhove@leclerc-architectes.com","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:27-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to contact Florence regarding her lapsed Associate membership with the National Payroll Institute but was unable to communicate effectively due to inaudible speech from the user. The agent offered to call back at a better time but ultimately ended the call after continued communication difficulties.","aitm_callsummarytitle":"Call Attempt with Communication Issues","onesentencenotrenewed":"Communication was not clear enough to discuss renewal.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"1","astotherreasonsnottorenew":"Communication issues prevented discussion of renewal reasons.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_51c44086968cccce62278b182ec","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_51c44086968cccce62278b182ec"}},"seriesid":"163"}
{"contact":{"id":"36350","email":"joel_pandes@yahoo.com","first_name":"Joel","last_name":"Pandes","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Joel Pandes","language":"English","canceldate":"2023-03-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C02053","new_member_date_2":"2022-01-25","phone_2":"3068520349","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"309367","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C02053","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-25","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"P","pf2_completion_date":"2022-08-28","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"joel_pandes@yahoo.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"34465","email":"joliane.petiquay@cdam.ca","first_name":"Joliane","last_name":"Petiquay","phone":"8199718863","orgname":"March\u00e9 D'alimentation Manawan","customer_acct_name":"March\u00e9 D'alimentation Manawan","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"318704","full_name":"Joliane Petiquay","do_id":"L25A01239","language":"French","canceldate":"2024-01-05","time_zone":"2","area_code":"819","members_type":"AST","new_member_date_2":"2022-11-15","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"2","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","pds_july":"2","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A01239","pds_august":"2","phone_2":"4508036214","pds_september":"2","last_act_type":"2023-01-25","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:27-04:00","blocnote":"compl\u00e9ter le 2 sept 2025 a oublier de renouveler et pr\u00e9f\u00e8rerais elle m\u00eame les contacter pour son renouvellement car souhaite avoir de l'information concernant des s\u00e9minaires\n2026 May 08 call disconnected early, no clear communication","intcode":"15","temp_intcode_for_auto_old_int_code":"15","pds_november":"2","npi_email_temp":"joliane.petiquay@cdam.ca","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:27-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Joliane but was unable to understand the user's responses due to inaudible speech. The call ended shortly after without any further progress or resolution.","aitm_callsummarytitle":"Unsuccessful call due to inaudible speech","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"01","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b7751e4b7af82cd7c66d5955867","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b7751e4b7af82cd7c66d5955867"}},"seriesid":"163"}
{"contact":{"id":"36380","email":"btatarnic86@gmail.com","first_name":"Brianna","last_name":"Tatarnic","phone":"9058693761","orgname":"Pethealth Inc.","customer_acct_name":"Pethealth Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Brianna Tatarnic","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C00804","new_member_date_2":"2023-09-25","phone_2":"9058693761","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"259951","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C00804","last_act_type":"2023-11-10","pcl_status":"F","pcl_completion_date":"2024-01-22","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:03:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"btatarnic86@gmail.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"34584","email":"jfyfe@ierha.ca","first_name":"Jennifer","last_name":"Fyfe","phone":"2049268094","orgname":"Winnipeg Regional Health Authority","customer_acct_name":"Winnipeg Regional Health Authority","tags":"250616 phone cannot be recovered, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"282063","full_name":"Jennifer Fyfe","language":"English","time_zone":"3","area_code":"204","members_type":"CORP","lead_status":"Not Relevant","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"","province":"MB","organization_id":"7241","intcode":"99","blocnote":"june 9 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-06-09T16:27:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"16","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2505639","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2505639","last_infoline_date_type":"2023-11-20","last_act_type":"2023-11-20","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jfyfe@ierha.ca","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35124","email":"milinkovicshirley@gmail.com","first_name":"Shirley","last_name":"Milinkovic","phone":"7803809626","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Shirley Milinkovic","language":"English","canceldate":"2024-03-02","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2018-01-23","phone_2":"7803809626","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"46595","intcode":"01","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 call reached voicemail, no message left\n2026 May 08 voicemail reached, no message left\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human answer\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 contact declined renewal citing temporary payroll job absence","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:44-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25A01380","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2021-12-15","last_act_type":"2022-12-21","pcl_status":"F","pcl_completion_date":"2018-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"milinkovicshirley@gmail.com","pcl_completion_date_5":"2023-05-06","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:11:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent spoke with Shirley, who confirmed her membership lapsed and answered survey questions about her membership experience. Shirley declined to renew, citing being temporarily out of a payroll job as the reason, and ended the call politely. The agent closed the call professionally after gathering the necessary information.","aitm_callsummarytitle":"Membership Renewal Declined - Temporary Payroll Job Absence","notrenewedwanttorenew":"No","mini_nps":"4","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4ef052ef097125fcd9ae87a3ba3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4ef052ef097125fcd9ae87a3ba3","onesentencenotrenewed":"Temporarily out of a payroll job.","initialvalue":"Designation","age_range":"61+","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01380","number_of_calls_reached":"1"}},"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":"260522 Lapsed DEL","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":"","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","latest_paid_thru":"2026-12-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01037","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35506","email":"ihaffarj@hotmail.com","first_name":"Imen","last_name":"Haffar","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Imen Haffar","language":"French","canceldate":"2023-05-02","time_zone":"2","area_code":"514","members_type":"PRO","new_member_date_2":"2026-02-26","phone_2":"5145533786","province":"QC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"298814","cert_status":"ACTIVE","cpa_certification":"SCP","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25C01485","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-02-27","pcl_status":"P","pcl_completion_date":"2021-06-14","pf1_status":"P","pf1_completion_date":"2022-06-20","pf2_status":"P","pf2_completion_date":"2022-12-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-05-01","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ihaffarj@hotmail.com","pipeline_2_members_only_ast":"","old_do_id":"L25C01485","pcl_completion_date_5":"2026-06-14","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"36026","email":"michael.raymond.leibold@rogers.com","first_name":"Michael","last_name":"Leibold","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Michael Leibold","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"4","area_code":"587","members_type":"AST","do_id":"L25A01454","new_member_date_2":"2016-09-01","cert_status":"WITHDRAWN_CPE","phone_2":"5879260480","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"213643","intcode":"15","blocnote":"June 11 2025 vm\n2026 May 08 call started, identity confirmed, introduction given, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:45-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A01454","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2021-04-14","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-07-23","pf1_status":"P","pf1_completion_date":"2013-08-21","pf2_status":"P","pf2_completion_date":"2013-12-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-07-08","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"michael.raymond.leibold@rogers.com","pcl_completion_date_5":"2018-07-23","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:31:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Michael and confirmed his identity before introducing the purpose of the call regarding his lapsed Associate membership with the National Payroll Institute. The call was brief and ended shortly after the introduction without further conversation or survey questions.","aitm_callsummarytitle":"Call started and introduction given, 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","session_id":"call_c1017ff2d22a6390db08678df29","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c1017ff2d22a6390db08678df29","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35997","email":"descieuxbazilemelissa@gmail.com","first_name":"M\u00e9lissa","last_name":"Descieux-Bazile","phone":"5146873555","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"M\u00e9lissa Descieux-Bazile","language":"French","canceldate":"2024-11-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01788","new_member_date_2":"2022-09-14","phone_2":"4389931805","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"306235","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":"L25C01788","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-25","pcl_status":"P","pcl_completion_date":"2023-01-19","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"descieuxbazilemelissa@gmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"34933","email":"charisefalk@gmail.com","first_name":"Charise","last_name":"Falk","phone":"2049403450","orgname":"Edison Properties","customer_acct_name":"Edison Properties","tags":"WR250813","ip4":"127.0.0.1","fields":{"individual_id":"294974","full_name":"Charise Falk, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2023-08-11","city_1":"Winnipeg","province":"MB","language":"English","time_zone":"3","area_code":"204","phone_2":"2049791528","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"ACTIVE","intcode":"99","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T10:06:00-04:00","cpa_certification":"PCP","paid_thru":"2027-01-31","coidnewmbrdate":"22\/03\/19 00:00","found":"DO4 Email","date_of_renewal_identification":"2025-08-15","temp_do_id_for_auto_old_do_id":"LB2504721","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_act_type":"2026-04-20","company_paid_thru":"2027-02-28","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"P","pf1_completion_date":"2023-12-27","pf2_status":"P","pf2_completion_date":"2024-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-06-12","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","old_do_id":"L25P00379","npi_email_temp":"charisefalk@gmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"36455","email":"damarisnyamaboo@gmail.com","first_name":"Damaris","last_name":"Kasongo","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Damaris Nyamabo Kasongo","language":"French","canceldate":"2024-12-04","time_zone":"2","area_code":"438","members_type":"CAND","new_member_date_2":"2022-10-14","phone_2":"4385401340","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314207","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"LB2504852","last_infoline_date_type":"2024-08-02","last_act_type":"2024-07-06","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":"L25C02564","pcl_status":"P","pcl_completion_date":"2023-07-11","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2504852","npi_email_temp":"damarisnyamaboo@gmail.com","pcl_completion_date_5":"2028-07-11","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"36624","email":"randie28@hotmail.com","first_name":"Miranda","last_name":"Earle","phone":"3066534885","orgname":"A1 Accounting Group LLP","customer_acct_name":"A1 Accounting Group LLP","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Miranda Earle","language":"English","canceldate":"2024-08-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C01620","new_member_date_2":"2021-06-02","phone_2":"3062917604","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"301920","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C01620","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-19","pcl_status":"P","pcl_completion_date":"2021-10-10","pf1_status":"F","pf1_completion_date":"2023-10-24","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"randie28@hotmail.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"35514","email":"shirleyli1126@gmail.com","first_name":"Li","last_name":"Li","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Li Li","language":"English","canceldate":"2023-04-04","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01973","new_member_date_2":"2022-02-07","cert_status":"PENDING","phone_2":"7788695031","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"308512","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C01973","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-25","pcl_status":"P","pcl_completion_date":"2022-04-05","pf1_status":"P","pf1_completion_date":"2022-07-11","pf2_status":"P","pf2_completion_date":"2022-07-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-25","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"shirleyli1126@gmail.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"35334","email":"alyssa.fleury@outlook.com","first_name":"Alyssa","last_name":"Fleury","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Alyssa Fleury, CHRP","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"705","members_type":"CAND","do_id":"L25C01203","new_member_date_2":"2021-07-19","phone_2":"7056261406","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290049","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C01203","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-16","pcl_status":"P","pcl_completion_date":"2021-11-08","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"F","pf2_completion_date":"2022-10-30","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"alyssa.fleury@outlook.com","pcl_completion_date_5":"2026-11-08","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"35787","email":"superarale23@gmail.com","first_name":"Lei","last_name":"Lei","phone":"6478785552","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Lei Lei","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"647","members_type":"CAND","new_member_date_2":"2022-01-10","phone_2":"6478785552","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"308722","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"LB2507370","last_act_type":"2022-08-01","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":"21","blocnote":"LNC Nov 13 2025 Survey completed She said she may become a member again Send email.","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T14:55:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","sendapplicationform":"2025-11-13T14:55:00-05:00","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":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Native","old_int_code":"02","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01999","trc":"True","wera":"False","do_id":"LB2507370","npi_email_temp":"superarale23@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"36615","email":"gkaur49459@gmail.com","first_name":"Gurpreet","last_name":"Kaur","phone":"6476792642","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Gurpreet Kaur","language":"English","canceldate":"2023-06-02","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01619","new_member_date_2":"2022-04-12","cert_status":"PENDING","phone_2":"6476792642","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"301839","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C01619","last_act_type":"2022-12-04","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":"2022-04-12","number_of_passed_courses":"4","intcode":"01","blocnote":"LNC Nov 14 2025 Survey completed She is no longer in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T10:34:00-05:00","onesentencenotrenewed":"","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","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 no longer in payroll.","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Native","old_int_code":"10","trc":"True","wera":"True","npi_email_temp":"gkaur49459@gmail.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"34623","email":"moidshaheen@gmail.com","first_name":"Moid","last_name":"Shaheen","phone":"6476773022","orgname":"Mobycart International Inc.","customer_acct_name":"Mobycart International Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"324089","full_name":"Moid Ud Din Shaheen","do_id":"L25A01276","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2023-11-08","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 He was at the office - he asked that I call him later for him to check with the company if they have renewed it or not\n2026 May 08 contact busy, callback scheduled for Monday morning - NPI# 34623\n2026 May 11 voicemail reached, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 voicemail reached, no human interaction\n2026 May 15 reached voicemail, no conversation\n2026 May 15 voicemail reached, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T14:06:41-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01276","temp_intcode_for_auto_old_int_code":"06","phone_2":"4372270948","last_act_type":"2025-02-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"moidshaheen@gmail.com","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T14:21:43-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_call_back_date_and_time":"2026-05-11T09:00:00-04:00","npi_call_back_time_hour":"09","npi_call_back_time_minute":"00","npi_transcriptsummary":"The call reached the voicemail of the contact and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","old_int_code":"10","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_89900856975ffff54f0b31ccd15","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_89900856975ffff54f0b31ccd15"}},"seriesid":"163"}
{"contact":{"id":"36394","email":"sjwoodruff12@gmail.com","first_name":"Samantha","last_name":"Morrison","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Samantha Morrison","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"672","members_type":"CAND","do_id":"L25C01592","new_member_date_2":"2021-06-18","phone_2":"6729825653","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"301515","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C01592","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-06","pcl_status":"P","pcl_completion_date":"2021-10-10","pf1_status":"F","pf1_completion_date":"2022-09-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sjwoodruff12@gmail.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"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","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"36173","email":"gomathi_selvaraj@yahoo.ca","first_name":"Gomathi","last_name":"Venkataswamy","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Gomathi Priya Venkataswamy","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"4","area_code":"587","members_type":"AST","do_id":"L25A01466","new_member_date_2":"2020-03-03","pds_april":"3","cert_status":"WITHDRAWN_CPE","phone_2":"5877005599","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"222877","intcode":"03","blocnote":"June 11 2025 vm\n2026 May 08 voicemail reached, no human answer\n2026 May 11 call ended due to inactivity, no contact with Gomathi","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:07-04:00","pds_july":"3","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A01466","temp_intcode_for_auto_old_int_code":"03","pds_august":"3","pds_september":"3","last_infoline_date_type":"2019-02-15","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-06-04","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":"2015-05-15","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"3","npi_email_temp":"gomathi_selvaraj@yahoo.ca","pcl_completion_date_5":"2019-06-04","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-25T13:07:07-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"9","npi_transcriptsummary":"The agent attempted to reach Gomathi but was unable to speak with her as the call ended due to inactivity without any conversation.","aitm_callsummarytitle":"No contact with Gomathi","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e4af6197035709836bb2a90c7a9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e4af6197035709836bb2a90c7a9","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No conversation occurred to determine renewal interest.","initialvalue":"Other","age_range":"Preferred not to say","old_int_code":"6","number_of_calls_reached":"6"}},"seriesid":"163"}
{"contact":{"id":"36234","email":"elynsan_pipes@yahoo.com","first_name":"Cherilyn","last_name":"Gallardo","phone":"","orgname":"Global College of Business and Technologyy","customer_acct_name":"Global College of Business and Technologyy","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Cherilyn Gallardo","language":"English","canceldate":"2023-04-04","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C02042","new_member_date_2":"2022-02-03","phone_2":"3064714816","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"309279","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C02042","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-02","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"F","pf1_completion_date":"2022-07-11","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"elynsan_pipes@yahoo.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"35445","email":"517503053yz@gmail.com","first_name":"Yan","last_name":"Zhang","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yan Zhang","language":"English","canceldate":"2023-10-03","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02726","new_member_date_2":"2022-08-08","phone_2":"7786814166","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315151","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":"L25C02726","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-08","pcl_status":"P","pcl_completion_date":"2022-10-24","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"517503053yz@gmail.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35228","email":"piyush.parmar98@gmail.com","first_name":"Piyushkumar","last_name":"Parmar","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Piyushkumar Parmar","language":"English","canceldate":"2023-08-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C00945","new_member_date_2":"2019-06-27","cert_status":"PENDING","phone_2":"4039227654","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"277533","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C00945","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-27","pcl_status":"P","pcl_completion_date":"2019-09-30","pf1_status":"P","pf1_completion_date":"2020-01-20","pf2_status":"P","pf2_completion_date":"2020-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-07-06","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"piyush.parmar98@gmail.com","pcl_completion_date_5":"2024-09-30","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"35517","email":"dhbellahan@gmail.com","first_name":"Donghui","last_name":"Han","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Donghui Han","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02473","new_member_date_2":"2022-05-27","phone_2":"6475187891","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313416","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C02473","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-05-22","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2023-12-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"dhbellahan@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"35995","email":"sarahjsingh@outlook.com","first_name":"Sarah","last_name":"Singh","phone":"4163654400","orgname":"Capgemini Canada Inc.","customer_acct_name":"Capgemini Canada Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sarah Singh","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C02019","new_member_date_2":"2022-08-04","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308915","organization_id":"169529","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C02019","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-07","pcl_status":"P","pcl_completion_date":"2024-10-11","pf1_status":"F","pf1_completion_date":"2022-12-04","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sarahjsingh@outlook.com","pcl_completion_date_5":"2029-10-11","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","company_paid_thru":"2024-06-30","corp_cancel_date":"2024-09-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"36038","email":"raneeba.r@gmail.com","first_name":"Raneeba","last_name":"Ramanathan","phone":"6477712971","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Raneeba Ramanathan","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"647","members_type":"AST","do_id":"L25A01455","new_member_date_2":"2022-05-19","phone_2":"6477712971","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"215104","intcode":"15","blocnote":"June 11 2025 Survey completed . She is not working at the moment\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 very short call, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:34-04:00","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":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am not working at the moment.","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"I was in school so difficult to find the time.","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","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A01455","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2022-05-19","pcl_status":"F","pcl_completion_date":"2013-09-30","pf1_status":"F","pf1_completion_date":"2013-12-20","pf2_status":"F","pf2_completion_date":"2014-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"raneeba.r@gmail.com","pcl_completion_date_5":"2018-09-30","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:53-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was very brief and ended immediately after the initial greeting without any further conversation or information exchange.","aitm_callsummarytitle":"Call ended after initial greeting","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_918d78e87d2fafb8cbe8323c143","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_918d78e87d2fafb8cbe8323c143","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36568","email":"executive.secretary@fortsmith.ca","first_name":"Valerie","last_name":"Norwegian","phone":"8678728415","orgname":"Town Of Fort Smith","customer_acct_name":"Town Of Fort Smith","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Valerie Norwegian","language":"English","canceldate":"2023-08-02","time_zone":"4","area_code":"867","members_type":"CAND","do_id":"L25C02575","new_member_date_2":"2022-06-23","phone_2":"2362552728","province":"NT","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314263","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":"L25C02575","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"executive.secretary@fortsmith.ca","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"35722","email":"izrailova.dj@gmail.com","first_name":"Djamilia","last_name":"Izrailova","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Djamilia Izrailova","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"L25C01511","new_member_date_2":"2021-03-24","phone_2":"6138533121","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"299350","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C01511","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-28","pcl_status":"P","pcl_completion_date":"2021-07-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"izrailova.dj@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"34576","email":"lilia.l.gritsko@corteva.com","first_name":"Lilia","last_name":"Gritsko","phone":"8332678382","orgname":"Production Agriscience Canada Company","customer_acct_name":"Production Agriscience Canada Company","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"224122","full_name":"Lilia Gritsko","do_id":"L25A00765","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2014-03-26","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"4","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"0","blocnote":"june 10 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 call reached voicemail, no human interaction\n2026-05-08 invalid phone destination, phone: +19058597117","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:34-04:00","pds_july":"4","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A00765","temp_intcode_for_auto_old_int_code":"08","pds_august":"4","phone_2":"3024853000","pds_september":"4","last_infoline_date_type":"2022-07-27","last_act_type":"2022-07-27","number_of_passed_courses":"0","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"lilia.l.gritsko@corteva.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T12:27:49-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was not answered by a human but reached a voicemail system. No conversation took place.","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","session_id":"call_a3419737d43baaf2f2f20448064","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a3419737d43baaf2f2f20448064","old_int_code":"08"}},"seriesid":"163"}
{"contact":{"id":"35091","email":"iam.cj1206@gmail.com","first_name":"Christine","last_name":"Jagolino","phone":"2503708109","orgname":"Vancouver Island Health Authority","customer_acct_name":"Vancouver Island Health Authority","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Christine Jagolino, PCP","language":"English","canceldate":"2023-01-13","cpa_certification":"PCP","time_zone":"5","area_code":"250","members_type":"CORP","do_id":"","new_member_date_2":"2021-09-09","cert_status":"ACTIVE","phone_2":"2505801843","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"303973","organization_id":"37215","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"L25C01684","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-04-30","company_paid_thru":"2027-02-28","pcl_status":"P","pcl_completion_date":"2022-01-16","pf1_status":"P","pf1_completion_date":"2022-05-01","pf2_status":"P","pf2_completion_date":"2022-08-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-21","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"iam.cj1206@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","corp_cancel_date":"2004-05-04","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01684","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35809","email":"abrahamha18@yahoo.com","first_name":"Abraham","last_name":"Gebrekidan","phone":"5877187677","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Abraham  Gebrekidan","language":"English","canceldate":"2023-03-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C02001","new_member_date_2":"2022-01-10","phone_2":"5877187677","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"308725","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C02001","last_act_type":"2022-08-01","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","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 15 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T17:05:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"abrahamha18@yahoo.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"34414","email":"allison.l.garbett@citi.com","first_name":"Allison","last_name":"Garbett","phone":"8136048750","orgname":"Citibank","customer_acct_name":"Citibank","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"317487","full_name":"Allison Garbett","do_id":"L25A01227","language":"English","canceldate":"2023-12-02","time_zone":"2","area_code":"813","members_type":"AST","new_member_date_2":"2022-10-04","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"FL","intcode":"07","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026-05-08 dial busy, phone:  +18136048750\n2026-05-11 dial busy, phone:  +18136048750\n2026-05-13 dial busy, phone:  +18136048750\n2026-05-15 dial busy, phone:  +18136048750\n2026 May 19 call ended with no answer or conversation\n2026-05-21 dial busy, phone:  +18136048750\n2026-05-25 dial busy, phone:  +18136048750\n2026-05-26 dial busy, phone:  +18136048750","dhmsfin_telemarketing_last_contacted_date":"2026-05-26T09:37:05-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A01227","temp_intcode_for_auto_old_int_code":"07","last_act_type":"2022-03-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"allison.l.garbett@citi.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-26T09:37:05-04:00","number_of_call_attempts":"3","number_of_total_call_attempts":"9","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"03","retell_call_status":"not_connected","session_id":"call_794f0bde87ca536ec1e32a3bac5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_794f0bde87ca536ec1e32a3bac5","npi_transcriptsummary":"The agent attempted to reach Allison but was unable to connect as the call ended due to inactivity without any conversation.","aitm_callsummarytitle":"No answer from contact","notrenewedwanttorenew":"No","mini_nps":"3","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36142","email":"colin.hanna@hotmail.com","first_name":"Colin","last_name":"Hanna","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Colin Hanna","language":"English","canceldate":"2023-01-05","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C01805","new_member_date_2":"2021-10-28","phone_2":"2504651161","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"306617","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01805","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"colin.hanna@hotmail.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"36131","email":"hradminllp@concordnational.com","first_name":"Lori","last_name":"Stringer","phone":"6048689149","orgname":"Concord National LLP","customer_acct_name":"Concord National LLP","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lori Stringer","language":"English","canceldate":"2024-06-04","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02275","new_member_date_2":"2022-04-08","phone_2":"6046711213","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"311918","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C02275","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-04-04","last_act_type":"2023-04-04","pcl_status":"P","pcl_completion_date":"2022-08-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"hradminllp@concordnational.com","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"35584","email":"meriam@globalcollege-edu.ca","first_name":"Meriam","last_name":"Senares","phone":"4036675238","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Meriam Senares","language":"English","canceldate":"2023-05-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02225","new_member_date_2":"2022-03-29","phone_2":"4036675238","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311553","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02225","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-28","pcl_status":"P","pcl_completion_date":"2022-06-26","pf1_status":"F","pf1_completion_date":"2022-08-28","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"meriam@globalcollege-edu.ca","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"35677","email":"amanda@martinslive.com","first_name":"Amanda","last_name":"Martin","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Amanda Martin","language":"English","canceldate":"2023-05-02","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C00738","new_member_date_2":"2022-03-14","phone_2":"2042470821","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"222152","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C00738","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-14","pcl_status":"P","pcl_completion_date":"2022-08-04","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"amanda@martinslive.com","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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, TMAI","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\n2026-05-08 invalid phone destination, phone: +16047342329\n2026-05-08 invalid phone destination, phone: +16047342329","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:46-04:00","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","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T14:26:45-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_e246695f356ae988966c202438e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e246695f356ae988966c202438e"}},"seriesid":"163"}
{"contact":{"id":"36114","email":"justin.mamaril83@gmail.com","first_name":"Justin","last_name":"Mamaril","phone":"9056687711","orgname":"Regional Municipality of Durham","customer_acct_name":"Regional Municipality of Durham","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Justin Mamaril","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"905","members_type":"CORP","do_id":"","new_member_date_2":"2017-07-11","phone_2":"2899232681","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"254049","organization_id":"6560","temp_do_id_for_auto_old_do_id":"L25C00779","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-05-24","company_paid_thru":"2027-03-31","pcl_status":"P","pcl_completion_date":"2019-08-19","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2020-05-03","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"justin.mamaril83@gmail.com","pcl_completion_date_5":"2024-08-19","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00779","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35871","email":"maegancossette@gmail.com","first_name":"Maegan","last_name":"Cossette","phone":"7802681175","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Maegan Cossette","language":"English","canceldate":"2024-12-04","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C00756","new_member_date_2":"2023-10-03","pds_april":"2","phone_2":"7802681175","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"242213","pds_july":"2","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C00756","pds_august":"2","pds_september":"2","last_infoline_date_type":"2024-11-04","last_act_type":"2024-11-04","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:48:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","pds_november":"2","npi_email_temp":"maegancossette@gmail.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"34572","email":"scollington@fortstjohn.ca","first_name":"Shirley","last_name":"Collington","phone":"2507878171","orgname":"City of Fort St. John","customer_acct_name":"City of Fort St. John","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"224042","full_name":"Shirley Collington","do_id":"L25A00764","language":"English","canceldate":"2021-05-04","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2014-03-21","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"06 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, no human answer\n2026 May 13 reached voicemail for Shirley Collington, no message left\n2026 May 15 call reached voicemail, no human answer\n2026 May 19 call reached voicemail, no human answer\n2026 May 21 call reached voicemail for Shirley Collington, no message left\n2026 May 25 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T18:07:10-04:00","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A00764","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2020-02-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"scollington@fortstjohn.ca","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-25T18:07:10-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","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","session_id":"call_3a1259eebbc88075c400ba6c4d2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3a1259eebbc88075c400ba6c4d2","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"35282","email":"kritikasingh1049@gmail.com","first_name":"Kritika","last_name":"Singh","phone":"6045832212","orgname":"Fifth Avenue Real Estate Marketing","customer_acct_name":"Fifth Avenue Real Estate Marketing","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kritika Singh","language":"English","canceldate":"2023-07-11","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02450","new_member_date_2":"2022-05-20","phone_2":"6047834210","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313227","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02450","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-19","pcl_status":"F","pcl_completion_date":"2022-09-11","pf1_status":"F","pf1_completion_date":"2023-01-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kritikasingh1049@gmail.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
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{"contact":{"id":"35212","email":"mazalkan@rogers.com","first_name":"Mazal","last_name":"Kanowitz","phone":"4163996026","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Mazal Kanowitz","language":"English","canceldate":"2024-08-02","cpa_certification":"CPM","time_zone":"2","area_code":"416","members_type":"AST","do_id":"L25A01387","new_member_date_2":"2016-06-08","pds_april":"6","cert_status":"WITHDRAWN_CPE","phone_2":"4163996026","province":"ON","zerobounce_reason":"catch-all","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"64540","intcode":"15","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 call started, user asked about call duration, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:16-04:00","pds_july":"6","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01387","temp_intcode_for_auto_old_int_code":"15","pds_august":"6","pds_september":"6","last_infoline_date_type":"2018-02-23","last_act_type":"2025-04-24","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":"2010-09-13","number_of_passed_courses":"4","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"mazalkan@rogers.com","pcl_completion_date_5":"2015-12-21","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:16-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Mazal and introduced the purpose of the call regarding her lapsed Associate membership with the National Payroll Institute. Mazal inquired about the call duration, and the agent responded that it would only take a few minutes, offering to call back if it was not a good time. The call ended shortly after without further conversation.","aitm_callsummarytitle":"Initial contact with Mazal 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","session_id":"call_a4de78134507fad41a17523f8db","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a4de78134507fad41a17523f8db","number_of_calls_reached":"1"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human answer\n2026 May 13 voicemail reached, no conversation with contact\n2026 May 15 reached voicemail for Chelsea Houston\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made.\n2026 May 25 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T18:07:09-04:00","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":"2020-10-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"chhuo@vestas.com","formatted_paid_thru":"30\/06\/2021","latest_paid_thru":"2021-06-30","called_by":"Tri","aitm_status_called":"2026-05-25T18:07:09-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was an outbound attempt to reach Chelsea but went to voicemail after a brief greeting.","aitm_callsummarytitle":"Voicemail reached","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f9f4bbd9f263f7c2a30d64da3d7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f9f4bbd9f263f7c2a30d64da3d7","mini_nps":"3","onesentencenotrenewed":"No renewal intent expressed as call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"35350","email":"ruchinair176@gmail.com","first_name":"Ruchi","last_name":"Nair","phone":"5197818017","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ruchi Nair","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C02715","new_member_date_2":"2023-08-15","phone_2":"5197818017","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"315064","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C02715","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2023-12-04","pf1_status":"F","pf1_completion_date":"2022-10-30","pf2_status":"F","pf2_completion_date":"2022-12-11","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T14:27:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"ruchinair176@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"34276","email":"sylvie.turcotte@myaolcollege.com","first_name":"Sylvie","last_name":"Turcotte","phone":"4037209139","orgname":"MMR Canada Ltd","customer_acct_name":"MMR Canada Ltd","tags":"250609 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"188192","full_name":"Sylvie Turcotte","do_id":"L25A00694","language":"English","canceldate":"2021-04-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2012-02-06","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":"15","blocnote":"number not in service\n2026-05-08 invalid phone destination, phone: +14037209139\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 invalid phone destination, phone: +14037209139\n2026 May 11 contact answered but ended call early after questioning AI nature of call.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:06:46-04:00","old_int_code":"08","pds_july":"2","paid_thru":"2021-01-31","temp_do_id_for_auto_old_do_id":"L25A00694","temp_intcode_for_auto_old_int_code":"15","pds_august":"2","phone_2":"5875751517","pds_september":"2","last_infoline_date_type":"2017-12-15","last_conf_date_type":"2016-06-15","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-09-27","pf1_status":"P","pf1_completion_date":"2011-11-09","pf2_status":"P","pf2_completion_date":"2011-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-02-09","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"sylvie.turcotte@myaolcollege.com","pcl_completion_date_5":"2016-09-27","formatted_paid_thru":"31\/01\/2021","latest_paid_thru":"2021-01-31","called_by":"Tri","aitm_status_called":"2026-05-11T12:21:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bd47acc19690eca3b7f74ecf528","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bd47acc19690eca3b7f74ecf528","npi_transcriptsummary":"The agent reached Sylvie and introduced themselves as calling on behalf of the National Payroll Institute regarding her lapsed membership. Sylvie questioned if she was speaking to an AI, and the agent responded by describing themselves as a payroll assistant. The call ended shortly after without further discussion.","aitm_callsummarytitle":"Early hangup after AI question","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","mini_nps":"3","onesentencenotrenewed":"User did not express interest in renewing and questioned if the agent was AI.","initialvalue":"Other","othermemberbenefit":"User did not specify other benefits.","astotherreasonsnottorenew":"User was unsure and questioned the nature of the call, indicating hesitation.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36371","email":"kim.poulin@framestore.com","first_name":"Kimberley","last_name":"Poulin","phone":"6472471191","orgname":"Company 3\/Method Ltd. & Framestore Inc.","customer_acct_name":"Company 3\/Method Ltd. & Framestore Inc.","tags":"CSV imported, 250305 Gil Lapsed Update before sending TM, NPIdealed","ip4":"127.0.0.1","fields":{"origin":"Lapsed 2024","explicit_consent_date":"2020-10-01","attended_webinar":"No","lapsed_expiration_date":"2020-10-01","region":"QC","old_do_id":"QLNPI00241","full_name":"Kimberley Poulin","language":"French","canceldate":"2023-12-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01295","new_member_date_2":"2026-04-14","phone_2":"4385221721","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","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 ss rep\r\n27 mai 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-05-27T10:45:00-04:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","intcode":"21","individual_id":"293171","email2":"kimberley.poulin@hotmail.com","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"L25C01295","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2026-04-13","last_act_type":"2026-04-14","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-08-03","pf2_status":"P","pf2_completion_date":"2025-09-10","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"kim.poulin@framestore.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"35434","email":"flora.ren@hotmail.com","first_name":"Liping","last_name":"Ren","phone":"4163194060","orgname":"VMedia","customer_acct_name":"VMedia","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Liping Ren","language":"English","canceldate":"2024-11-02","cpa_certification":"CPM","time_zone":"2","area_code":"416","members_type":"AST","do_id":"L25A01405","new_member_date_2":"2017-08-31","cert_status":"WITHDRAWN","phone_2":"4163194060","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"106426","intcode":"14","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 Survey completed\n2026 May 08 contact temporarily out of payroll, undecided about renewal.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:22-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A01405","temp_intcode_for_auto_old_int_code":"14","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","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 working","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Advance","old_int_code":"01","last_infoline_date_type":"2021-06-16","last_act_type":"2023-08-07","pcl_status":"P","pcl_completion_date":"2006-12-18","pf1_status":"P","pf1_completion_date":"2007-04-23","pf2_status":"P","pf2_completion_date":"2007-08-23","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":"flora.ren@hotmail.com","pcl_completion_date_5":"2011-12-18","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:22-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted Liping to discuss her lapsed Associate membership with the National Payroll Institute. Liping explained she is temporarily out of the payroll field and may renew her membership if she returns. The call ended amicably with Liping indicating she would call if she had questions.","aitm_callsummarytitle":"Membership Lapse Inquiry - Temporary Leave","onesentencenotrenewed":"Not working currently, unsure if returning to payroll field.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Temporarily out of payroll job, undecided about returning.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1575a4e10b89ea3f5812056fe1b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1575a4e10b89ea3f5812056fe1b","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36042","email":"devendra_deshpande@hotmail.com","first_name":"Devendra","last_name":"Deshpande","phone":"2269343286","orgname":"Concept Plastics Ltd.","customer_acct_name":"Concept Plastics Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Devendra Deshpande","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"226","members_type":"CAND","do_id":"L25C00772","new_member_date_2":"2019-07-09","phone_2":"2269343286","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"252118","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C00772","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-07","pcl_status":"P","pcl_completion_date":"2019-11-05","pf1_status":"P","pf1_completion_date":"2020-09-28","pf2_status":"P","pf2_completion_date":"2021-05-17","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"devendra_deshpande@hotmail.com","pcl_completion_date_5":"2024-11-05","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"35565","email":"lyjoypscott@gmail.com","first_name":"Lily","last_name":"Scott","phone":"7803065607","orgname":"BrandSafway Group Inc.","customer_acct_name":"BrandSafway Group Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Lily Joy Scott","language":"English","canceldate":"2023-03-17","time_zone":"4","area_code":"780","members_type":"CORP","do_id":"","new_member_date_2":"2021-03-15","phone_2":"7802380065","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"299008","organization_id":"293549","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"L25C01492","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-03-30","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2021-07-26","pf1_status":"P","pf1_completion_date":"2021-11-28","pf2_status":"P","pf2_completion_date":"2022-05-22","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"lyjoypscott@gmail.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01492","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36408","email":"summerq5678@gmail.com","first_name":"Xu","last_name":"Qiu","phone":"","orgname":"","customer_acct_name":"","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Xu Qiu","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"647","members_type":"CORP","do_id":"","new_member_date_2":"2022-05-02","phone_2":"6478700628","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"312129","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25C02300","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-04-05","pcl_status":"P","pcl_completion_date":"2022-09-18","pf1_status":"P","pf1_completion_date":"2026-03-24","number_of_passed_courses":"2","trc":"True","wera":"False","organization_id":"346777","npi_email_temp":"summerq5678@gmail.com","pf2_status":"E","pcl_completion_date_5":"2027-09-18","formatted_paid_thru":"31\/01\/2027","company_paid_thru":"2027-01-31","latest_paid_thru":"2027-01-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02300","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36097","email":"thaissamb@hotmail.com","first_name":"Taissa","last_name":"Coziuc","phone":"6477671121","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Taissa Coziuc","language":"English","canceldate":"2023-06-02","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02272","new_member_date_2":"2022-04-12","cert_status":"PENDING","phone_2":"6477671121","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"311889","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C02272","last_act_type":"2022-07-12","pcl_status":"P","pcl_completion_date":"2022-08-08","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":"2022-12-07","number_of_passed_courses":"4","intcode":"16","blocnote":"LNC Nov 13 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T15:54:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"True","wera":"True","npi_email_temp":"thaissamb@hotmail.com","pcl_completion_date_5":"2027-08-08","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
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{"contact":{"id":"35958","email":"sulliedolin29@gmail.com","first_name":"Marie","last_name":"Dolin","phone":"8003207183","orgname":"Greenpeace Canada","customer_acct_name":"Greenpeace Canada","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Marie L P Sullie Dolin","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"800","members_type":"CAND","do_id":"L25C01258","new_member_date_2":"2020-08-17","phone_2":"4389266337","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"291488","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01258","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-21","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","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sulliedolin29@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
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{"contact":{"id":"35877","email":"zeds4@shaw.ca","first_name":"Kerri","last_name":"Znamecz","phone":"7809062257","orgname":"Kool Mechanical Inc.","customer_acct_name":"Kool Mechanical Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kerri Znamecz","language":"English","canceldate":"2023-11-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01008","new_member_date_2":"2021-08-25","phone_2":"7809062257","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"280820","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25C01008","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-20","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-04-26","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"zeds4@shaw.ca","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
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{"contact":{"id":"35800","email":"ernville22@yahoo.com","first_name":"Ernie","last_name":"Villahermosa","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ernie Villahermosa","language":"English","canceldate":"2023-08-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02501","new_member_date_2":"2022-06-07","phone_2":"7809033299","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313608","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":"L25C02501","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-06","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-11-09","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ernville22@yahoo.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
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{"contact":{"id":"35718","email":"kmcconnell@vitalus.com","first_name":"Karen","last_name":"McConnell","phone":"6048579080","orgname":"Vitalus Nutrition Inc.","customer_acct_name":"Vitalus Nutrition Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Karen McConnell","language":"English","canceldate":"2023-10-03","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02757","new_member_date_2":"2022-08-10","phone_2":"6047511795","province":"BC","zerobounce_reason":"catch-all","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"315403","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C02757","last_act_type":"2022-09-08","pcl_status":"F","pcl_completion_date":"2022-12-11","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:42:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"kmcconnell@vitalus.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35674","email":"yangyangisgreat@gmail.com","first_name":"Lin","last_name":"Yang","phone":"6478581585","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lin Yang","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02752","new_member_date_2":"2022-08-09","phone_2":"6478581585","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315365","paid_thru":"2023-07-31","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":"L25C02752","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-08","pcl_status":"F","pcl_completion_date":"2022-10-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"yangyangisgreat@gmail.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"34452","email":"amorrow@lenworth.ca","first_name":"Andrew","last_name":"Morrow","phone":"9056256555","orgname":"Lenworth Building Services Ltd.","customer_acct_name":"Lenworth Building Services Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"318323","full_name":"Andrew Morrow","do_id":"L25A01236","language":"English","canceldate":"2024-01-05","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2022-11-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","intcode":"0","blocnote":"05 June 2025 Not in the office\r\nLN \/ 17 September 2025 No longer works there\n2026 May 08 contact informed Andrew Morrow no longer with company, no new contact info available.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A01236","temp_intcode_for_auto_old_int_code":"08","phone_2":"8776656555","old_int_code":"08","last_infoline_date_type":"2023-03-05","last_act_type":"2023-03-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"amorrow@lenworth.ca","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Andrew Morrow regarding the National Payroll Institute membership but was informed that Andrew is no longer with the company and no new contact information was available. The call ended after the agent thanked the person for their help.","aitm_callsummarytitle":"Contact not available, no forwarding info","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact informed that Andrew Morrow is no longer with the company and no new contact information was available.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact no longer works at the company and no forwarding information available.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4264e27da269082ccc9fa76a779","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4264e27da269082ccc9fa76a779","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"36354","email":"shemaraja@yahoo.com","first_name":"Hema","last_name":"Srikanth","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Hema Srikanth","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01053","new_member_date_2":"2020-01-13","phone_2":"9054483435","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"284574","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01053","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-02","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","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"shemaraja@yahoo.com","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"36339","email":"sahni.caron16@gmail.com","first_name":"Caron","last_name":"Sahni","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Caron Sahni","language":"English","canceldate":"2023-08-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C02553","new_member_date_2":"2022-06-15","phone_2":"5879740792","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314075","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":"L25C02553","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-14","pcl_status":"E","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sahni.caron16@gmail.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"34505","email":"andrea.worsley@pct.ca","first_name":"Andrea","last_name":"Worsley","phone":"6049319253","orgname":"Pacific Coast Terminals","customer_acct_name":"Pacific Coast Terminals","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"285780","full_name":"Andrea Worsley","language":"English","canceldate":"2024-04-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2020-02-13","lead_status":"Refused","no_email_solicitation":"False","pipeline_1_lapsed_members":"Refused Lapsed","province":"BC","intcode":"01","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail for Andrea Worsley, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 contact did not renew membership due to role change and transferred membership to team; requested removal from call list","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T14:06:40-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A01034","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2023-12-01","last_act_type":"2023-01-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"andrea.worsley@pct.ca","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T14:06:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent called Andrea regarding her lapsed Associate membership with the National Payroll Institute. Andrea explained she did not renew because she is no longer in the payroll role and has transferred the membership to other team members. She requested to be removed from the calling list, which the agent confirmed.","aitm_callsummarytitle":"Membership Not Renewed Due to Role Change","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_3d3fb80737225a22204f9465e8f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3d3fb80737225a22204f9465e8f","onesentencenotrenewed":"No longer in payroll role and transferred membership to other team members.","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01034","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35937","email":"zavadco@yahoo.com","first_name":"Ludmila","last_name":"Lechovolea","phone":"7806907774","orgname":"1866837 Alberta LTD","customer_acct_name":"1866837 Alberta LTD","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ludmila Lechovolea","language":"English","time_zone":"4","area_code":"780","members_type":"CAND","new_member_date_2":"2023-10-10","phone_2":"7806907774","province":"BC","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"300061","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2507756","last_act_type":"2026-05-05","pcl_status":"P","pcl_completion_date":"2024-04-23","pf1_status":"P","pf1_completion_date":"2024-08-21","number_of_passed_courses":"3","intcode":"99","blocnote":"Nov 5 2025 completed and willing to renew","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T11:31:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","old_int_code":"02","sendapplicationform":"2025-11-05T11:28:00-05:00","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":"No","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-11-15","last_engaged_date":"2025-11-14","pf2_status":"P","trc":"True","wera":"False","old_do_id":"L25C01537","pf2_completion_date":"2026-04-21","npi_email_temp":"zavadco@yahoo.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"36151","email":"bhiggs1414@gmail.com","first_name":"Rebecca","last_name":"Higgs","phone":"5196311460","orgname":"County of Elgin","customer_acct_name":"County of Elgin","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rebecca Higgs","language":"English","canceldate":"2024-01-05","cpa_certification":"PCP","extension_phone_1":"312","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C01034","new_member_date_2":"2019-11-28","cert_status":"PENDING","phone_2":"5193181373","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"283402","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25C01034","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-11","pcl_status":"P","pcl_completion_date":"2020-07-05","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":"2021-03-19","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"bhiggs1414@gmail.com","pcl_completion_date_5":"2025-07-05","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"36182","email":"carrie@nimbushrsolutions.com","first_name":"Carrie","last_name":"Thomas","phone":"9054674725","orgname":"Nimbus HR Solutions Group Inc.","customer_acct_name":"Nimbus HR Solutions Group Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Carrie Thomas","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01278","new_member_date_2":"2020-09-01","phone_2":"9054674725","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"292015","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C01278","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-18","pcl_status":"F","pcl_completion_date":"2021-01-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"carrie@nimbushrsolutions.com","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"35869","email":"sacdalan.nhie@yahoo.com","first_name":"Marwin","last_name":"Sacdalan","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Marwin Espares Sacdalan","language":"English","canceldate":"2023-08-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02508","new_member_date_2":"2022-06-02","phone_2":"7802130660","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313669","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C02508","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-06","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-11-09","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sacdalan.nhie@yahoo.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36135","email":"blueswallowsky@gmail.com","first_name":"Sukanda","last_name":"Silpachai","phone":"2503814322","orgname":"Victoria Chinatown Care Centre","customer_acct_name":"Victoria Chinatown Care Centre","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sukanda Silpachai","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C02534","new_member_date_2":"2022-06-09","phone_2":"2509864338","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313892","paid_thru":"2023-05-31","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":"L25C02534","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-06","pcl_status":"F","pcl_completion_date":"2022-08-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"blueswallowsky@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"35726","email":"jesy_pineda@yahoo.com","first_name":"Jesy","last_name":"Pineda-Cornelio","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jesy Pineda-Cornelio","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01757","new_member_date_2":"2021-10-06","cert_status":"PENDING","phone_2":"7808989971","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"305345","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C01757","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-10","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-09-15","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"jesy_pineda@yahoo.com","pcl_completion_date_5":"2027-01-02","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"35485","email":"ssxushu@gmail.com","first_name":"Yujin","last_name":"Zhang","phone":"7785830177","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yujin Zhang","language":"English","canceldate":"2024-10-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02730","new_member_date_2":"2022-08-04","phone_2":"7785830177","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"315212","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C02730","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-15","pcl_status":"P","pcl_completion_date":"2022-10-24","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ssxushu@gmail.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"34485","email":"aharnum@icloud.com","first_name":"Andrew","last_name":"Harnum","phone":"9056669395","orgname":"The Great Canadian Meat Company","customer_acct_name":"The Great Canadian Meat Company","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"12399","full_name":"Andrew Harnum","do_id":"L25A00493","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"905","extension_phone_1":"228","members_type":"AST","new_member_date_2":"1997-07-31","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":"06","blocnote":"june 6 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 May 08 call reached voicemail, no message left\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 voicemail reached at Great Canadian Meat Company, message left for Andrew\n2026 May 11 call reached voicemail\n2026 May 13 voicemail reached, message left\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 voicemail reached, message left for Andrew\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","pds_july":"1","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A00493","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","phone_2":"9054322959","pds_september":"1","last_infoline_date_type":"2021-08-02","last_act_type":"2025-04-24","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"aharnum@icloud.com","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail.","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","session_id":"call_5067305b12589c0c9657d56c11b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5067305b12589c0c9657d56c11b","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"35227","email":"marianne.desaulniers@camfil.com","first_name":"Marianne","last_name":"Desaulniers","phone":"4168448150","orgname":"Camfil (Canada) Inc","customer_acct_name":"Camfil (Canada) Inc","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Marianne Desaulniers","language":"English","canceldate":"2023-11-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C00695","new_member_date_2":"2018-09-20","pds_april":"2","phone_2":"9056602954","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"117844","pds_july":"2","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25C00695","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","pds_september":"2","last_infoline_date_type":"2021-09-08","last_act_type":"2022-05-07","pcl_status":"P","pcl_completion_date":"2020-12-07","number_of_passed_courses":"1","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"marianne.desaulniers@camfil.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 voicemail reached, no human answer\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:43-04:00","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","latest_paid_thru":"2021-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:45-04:00","number_of_call_attempts":"8","number_of_total_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","session_id":"call_2fbecd47b450bdba31b34ed3b2e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2fbecd47b450bdba31b34ed3b2e","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"35352","email":"from.beth2013@gmail.com","first_name":"Elizabeth","last_name":"Hurley","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Elizabeth Hurley","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"289","members_type":"AST","do_id":"L25A01398","new_member_date_2":"2007-06-12","phone_2":"2893899739","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"89401","intcode":"06","blocnote":"June 11 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:43-04:00","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01398","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2020-08-04","last_act_type":"2023-05-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"from.beth2013@gmail.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:26:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went 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","session_id":"call_c60158c0c0c53b0e1c4b8ee22f8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c60158c0c0c53b0e1c4b8ee22f8","mini_nps":"3","onesentencenotrenewed":"No contact was made as the call went to voicemail."}},"seriesid":"163"}
{"contact":{"id":"36356","email":"ems.nguyen@gmail.com","first_name":"Trang","last_name":"Nguyen","phone":"6047364080","orgname":"Jericho Kids Club Child Care Society","customer_acct_name":"Jericho Kids Club Child Care Society","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Trang Nguyen","language":"English","canceldate":"2023-07-11","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C01587","new_member_date_2":"2021-05-19","phone_2":"6049930687","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"301366","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C01587","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-21","pcl_status":"P","pcl_completion_date":"2021-09-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ems.nguyen@gmail.com","pcl_completion_date_5":"2026-09-26","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"36406","email":"angelafx218@gmail.com","first_name":"Xue","last_name":"Fan","phone":"7787886520","orgname":"CDI College - Richmond","customer_acct_name":"CDI College - Richmond","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Xue Fan","language":"English","canceldate":"2024-12-04","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C01058","new_member_date_2":"2023-10-03","phone_2":"7787886520","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"284828","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C01058","last_act_type":"2023-10-13","pcl_status":"P","pcl_completion_date":"2020-02-23","pf1_status":"P","pf1_completion_date":"2020-04-06","pf2_status":"P","pf2_completion_date":"2020-05-03","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC Nov 5 2025 vm \r\nLNC Dec 5 2025 vm\r\nLNC Dec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T16:09:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"angelafx218@gmail.com","pcl_completion_date_5":"2025-02-23","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"36123","email":"lavigne333@hotmail.com","first_name":"Marcelle","last_name":"Lavigne","phone":"","orgname":"","customer_acct_name":"","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Marcelle Lavigne","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"AST","do_id":"L25A01462","new_member_date_2":"2014-05-21","pds_april":"9","cert_status":"WITHDRAWN_CPE","phone_2":"6044967727","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"220737","intcode":"05","blocnote":"June 11 2025 Number not in service\n2026-05-08 Dial no answer, phone: +16044967727\n2026-05-11 Dial no answer, phone: +16044967727\n2026-05-13 Dial no answer, phone: +16044967727\n2026-05-15 Dial no answer, phone: +16044967727","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"16","pds_july":"9","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A01462","temp_intcode_for_auto_old_int_code":"05","pds_august":"9","pds_september":"9","last_infoline_date_type":"2022-03-10","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-12-17","pf1_status":"P","pf1_completion_date":"2014-01-15","pf2_status":"P","pf2_completion_date":"2014-02-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-06-26","number_of_passed_courses":"4","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"lavigne333@hotmail.com","pcl_completion_date_5":"2018-12-17","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T19:23:25-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_a7b3fa949a8f210e996b243fae5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a7b3fa949a8f210e996b243fae5"}},"seriesid":"163"}
{"contact":{"id":"35554","email":"kqm_1484@yahoo.com","first_name":"Kristine","last_name":"Pires","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kristine Pires","language":"English","canceldate":"2023-05-02","time_zone":"1","area_code":"506","members_type":"CAND","do_id":"L25C02222","new_member_date_2":"2022-03-29","phone_2":"5066079875","province":"NB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311544","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02222","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-28","pcl_status":"P","pcl_completion_date":"2022-06-26","pf1_status":"P","pf1_completion_date":"2022-07-24","pf2_status":"P","pf2_completion_date":"2022-09-25","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"kqm_1484@yahoo.com","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"35593","email":"adm@rfnow.com","first_name":"Ashlee","last_name":"Mitchell","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ashlee Mitchell","language":"English","canceldate":"2023-05-02","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C02226","new_member_date_2":"2022-03-29","phone_2":"2045120292","province":"MB","zerobounce_reason":"do_not_mail","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311554","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02226","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-28","pcl_status":"F","pcl_completion_date":"2022-07-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"adm@rfnow.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"34531","email":"carobi72@gmail.com","first_name":"Carmen","last_name":"Robichaud","phone":"4188366411","orgname":"B\u00e2timents d'Acier Finar Inc.","customer_acct_name":"B\u00e2timents d'Acier Finar Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"286783","full_name":"Carmen Robichaud","do_id":"L25A01042","language":"French","canceldate":"2021-07-03","time_zone":"2","area_code":"418","members_type":"AST","new_member_date_2":"2020-05-17","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2021-04-30","intcode":"03","blocnote":"LN. 15 sept 2025 bv\n2026 May 08 call reached receptionist, Carmen not available, call ended due to inactivity","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","temp_do_id_for_auto_old_do_id":"L25A01042","temp_intcode_for_auto_old_int_code":"03","phone_2":"4188021511","last_act_type":"2020-05-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"carobi72@gmail.com","formatted_paid_thru":"30\/04\/2021","latest_paid_thru":"2021-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:01-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Carmen at the National Payroll Institute but was initially connected to a receptionist who asked for the agent's name and phone number. The agent provided the information and requested to speak with Carmen, who was not immediately available. The call ended due to inactivity without reaching Carmen.","aitm_callsummarytitle":"Call reached receptionist, Carmen unavailable","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_92192f6704a652770f7b1b0baaa","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_92192f6704a652770f7b1b0baaa","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34449","email":"ryse.andersen@gmail.com","first_name":"Maryse","last_name":"Andersen","phone":"6047156494","orgname":"You Plus One Media Inc.","customer_acct_name":"You Plus One Media Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"214816","full_name":"Maryse Andersen","do_id":"L25A00735","language":"English","canceldate":"2021-11-02","time_zone":"5","area_code":"604","members_type":"AST","new_member_date_2":"2020-09-10","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"05 June 2025 VM\r\nLN \/ 17 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 voicemail reached, no human contact\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 voicemail reached - no contact with Maryse\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25A00735","temp_intcode_for_auto_old_int_code":"6","phone_2":"7783193801","last_act_type":"2020-10-09","pcl_status":"P","pcl_completion_date":"2013-09-12","pf1_status":"F","pf1_completion_date":"2021-05-25","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"ryse.andersen@gmail.com","pcl_completion_date_5":"2018-09-12","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:32-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached the contact's 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","session_id":"call_14767e1f3cbec19edc6e908daad","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_14767e1f3cbec19edc6e908daad","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"35354","email":"sidhu.jaisdeep@gmail.com","first_name":"Jasdeep","last_name":"Sidhu","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jasdeep Sidhu","language":"English","canceldate":"2023-04-04","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C01466","new_member_date_2":"2021-02-25","phone_2":"5875829435","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"298358","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C01466","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-03-12","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","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sidhu.jaisdeep@gmail.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"36518","email":"angelogm@hotmail.com","first_name":"Angelo","last_name":"Monte","phone":"7788357536","orgname":"FNESC","customer_acct_name":"FNESC","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Angelo Monte","language":"English","canceldate":"2023-07-11","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01607","new_member_date_2":"2021-05-28","phone_2":"7788357536","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"301728","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C01607","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-19","pcl_status":"P","pcl_completion_date":"2021-09-12","pf1_status":"F","pf1_completion_date":"2022-11-27","pf2_status":"F","pf2_completion_date":"2022-07-24","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"angelogm@hotmail.com","pcl_completion_date_5":"2026-09-12","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"36232","email":"namratha.sridevi@gmail.com","first_name":"Namratha","last_name":"Sridevi","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Namratha Aravindan Sridevi","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C02543","new_member_date_2":"2022-07-13","phone_2":"4379296634","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313961","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02543","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-13","pcl_status":"F","pcl_completion_date":"2022-11-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"namratha.sridevi@gmail.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"36599","email":"kfma820@hotmail.com","first_name":"Kwai","last_name":"Ma","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Kwai Fung Alex Ma, CPA","language":"English","canceldate":"2023-06-02","time_zone":"3","area_code":"204","members_type":"AST","do_id":"L25A01502","new_member_date_2":"2022-04-05","phone_2":"2042913823","province":"MB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"255112","intcode":"06","blocnote":"June 13 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, Kwai not available\n2026 May 15 call reached voicemail, no contact with Kwai","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:39-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A01502","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-05-04","pcl_status":"P","pcl_completion_date":"2017-11-20","pf1_status":"P","pf1_completion_date":"2022-06-20","pf2_status":"P","pf2_completion_date":"2022-11-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"kfma820@hotmail.com","pcl_completion_date_5":"2022-11-20","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:36:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent called on behalf of the National Payroll Institute and asked to speak with Kwai, but the call reached voicemail and Kwai was not available. The agent left a message and did not complete the survey or renewal process.","aitm_callsummarytitle":"Voicemail reached, no contact with Kwai","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2b6e20ffa2335053bcaf4fad452","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2b6e20ffa2335053bcaf4fad452"}},"seriesid":"163"}
{"contact":{"id":"35161","email":"darmanin.marie@gmail.com","first_name":"Marie","last_name":"Darmanin","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Marie Darmanin","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"L25C01692","new_member_date_2":"2021-08-20","phone_2":"6137432424","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304109","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01692","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-13","pcl_status":"P","pcl_completion_date":"2021-12-12","pf1_status":"P","pf1_completion_date":"2022-10-24","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"darmanin.marie@gmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35276","email":"susannamgervasi@gmail.com","first_name":"Susanna","last_name":"Gervasi","phone":"4165876032","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Susanna Gervasi","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"AST","do_id":"L25A01392","new_member_date_2":"2015-04-21","pds_april":"6","cert_status":"WITHDRAWN_CPE","phone_2":"4165876032","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"68954","intcode":"15","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call initiated but no conversation, call ended quickly","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:25-04:00","pds_july":"6","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A01392","temp_intcode_for_auto_old_int_code":"15","pds_august":"6","pds_september":"6","last_infoline_date_type":"2022-01-26","last_act_type":"2025-10-21","pcl_status":"P","pcl_completion_date":"2016-07-04","pf1_status":"P","pf1_completion_date":"2016-12-25","pf2_status":"P","pf2_completion_date":"2017-08-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-12-19","number_of_passed_courses":"4","pds_october":"6","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"6","npi_email_temp":"susannamgervasi@gmail.com","pcl_completion_date_5":"2021-07-04","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-13T13:23:22-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_transcriptsummary":"The agent called Susanna but the call was very brief and ended quickly without any meaningful conversation or task completion.","aitm_callsummarytitle":"Brief call with no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3cbce95b8381626450bee3895dd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3cbce95b8381626450bee3895dd","mini_nps":"3","onesentencenotrenewed":"No conversation or renewal discussion took place.","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35789","email":"joelleladouceur@hotmail.com","first_name":"Joelle","last_name":"Ladouceur","phone":"4162370848","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Joelle Ladouceur","language":"English","canceldate":"2023-11-02","time_zone":"2","area_code":"416","members_type":"AST","do_id":"L25A01434","new_member_date_2":"2020-09-09","phone_2":"4162370848","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"189904","intcode":"06","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human answer\n2026 May 11 call went to voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 voicemail reached, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A01434","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2021-08-04","last_act_type":"2022-10-23","pcl_status":"P","pcl_completion_date":"2020-12-14","pf1_status":"P","pf1_completion_date":"2021-04-18","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"joelleladouceur@hotmail.com","pcl_completion_date_5":"2025-12-14","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:40-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail.","aitm_callsummarytitle":"Voicemail reached, no answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_64c9de0506d03857c803be7f2ec","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_64c9de0506d03857c803be7f2ec","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"36614","email":"eyitblankson@yahoo.com","first_name":"Eyitomiren","last_name":"Blankson","phone":"8665267680","orgname":"","customer_acct_name":"","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"full_name":"Eyitomiren Georgina Blankson, PLP","language":"English","canceldate":"2023-01-23","cpa_certification":"CPM","time_zone":"2","area_code":"866","members_type":"PRO","do_id":"L25C01078","new_member_date_2":"2025-09-08","pds_april":"1","cert_status":"ACTIVE","phone_2":"4378818705","province":"ON","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"285823","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"L25C01078","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"2","last_infoline_date_type":"2026-02-04","last_act_type":"2026-02-04","pcl_status":"P","pcl_completion_date":"2020-12-27","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":"2021-01-20","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"eyitblankson@yahoo.com","pcl_completion_date_5":"2025-12-27","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"36532","email":"curcudelnatalia@gmail.com","first_name":"Natalia","last_name":"Curcudel","phone":"4186416411","orgname":"Ville de Qu\u00e9bec","customer_acct_name":"Ville de Qu\u00e9bec","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Natalia Curcudel","language":"French","canceldate":"2024-10-29","extension_phone_1":"4126","time_zone":"2","area_code":"418","members_type":"CORP","do_id":"","new_member_date_2":"2020-10-20","phone_2":"4186091785","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND reached 3 years limit for renewal","intcode":"21","individual_id":"293850","organization_id":"159713","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"L25C01309","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2025-11-06","last_act_type":"2025-11-06","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-08-03","pf2_status":"P","pf2_completion_date":"2022-01-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"curcudelnatalia@gmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2026","company_paid_thru":"2026-09-30","latest_paid_thru":"2026-09-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01309","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35538","email":"anumeetkaur1995@gmail.com","first_name":"Anumeet","last_name":"Kaur","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Anumeet Kaur","language":"English","canceldate":"2023-02-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C01735","new_member_date_2":"2021-12-22","phone_2":"6047121110","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304983","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01735","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-07-06","pcl_status":"F","pcl_completion_date":"2022-04-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"anumeetkaur1995@gmail.com","pcl_completion_date_5":"2027-04-21","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"35597","email":"carol@bourassabelanger.ca","first_name":"Carol","last_name":"B\u00e9langer","phone":"","orgname":"C2MI","customer_acct_name":"C2MI","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Carol B\u00e9langer","language":"French","canceldate":"2023-12-02","time_zone":"2","area_code":"450","members_type":"AST","do_id":"L25A01418","new_member_date_2":"2017-10-26","pds_april":"2","phone_2":"4503478346","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"139327","pds_july":"2","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A01418","pds_august":"2","pds_september":"2","last_infoline_date_type":"2023-12-04","last_act_type":"2023-04-08","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"carol@bourassabelanger.ca","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:30-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:30-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1"}},"seriesid":"163"}
{"contact":{"id":"35753","email":"wen.mao@mail.mcgill.ca","first_name":"Wen","last_name":"Mao","phone":"4168352658","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Wen Ying Mao","language":"English","canceldate":"2023-08-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"AST","do_id":"L25A01431","new_member_date_2":"2011-06-16","pds_april":"6","cert_status":"WITHDRAWN_CPE","phone_2":"4168352658","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"186393","intcode":"15","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 call initiated, confirmed speaking with Wen Mao, call ended shortly after greeting","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:28-04:00","pds_july":"6","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A01431","temp_intcode_for_auto_old_int_code":"15","pds_august":"6","pds_september":"6","last_infoline_date_type":"2020-03-17","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-10-03","pf1_status":"P","pf1_completion_date":"2012-02-14","pf2_status":"P","pf2_completion_date":"2012-05-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-11-10","number_of_passed_courses":"4","pds_october":"6","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"6","npi_email_temp":"wen.mao@mail.mcgill.ca","pcl_completion_date_5":"2016-10-03","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:28-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent Ellen called Wen Mao on behalf of the National Payroll Institute and confirmed speaking with Wen. The call was brief and ended shortly after the greeting without further discussion.","aitm_callsummarytitle":"Brief call confirming contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_01ba4baa4fae4d24fd11b9922dd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_01ba4baa4fae4d24fd11b9922dd","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36039","email":"lijianbolily@gmail.com","first_name":"Jianbo","last_name":"Li","phone":"2367779768","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jianbo Li","language":"English","canceldate":"2024-04-02","time_zone":"5","area_code":"236","members_type":"CAND","new_member_date_2":"2022-02-11","phone_2":"2367779768","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"306442","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"LB2506090","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":"2022-06-26","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Nov 13 2025 She said that she lives part time in Canada and part elsewhere so will not be renewing.","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T16:03:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01793","trc":"True","wera":"False","do_id":"LB2506090","npi_email_temp":"lijianbolily@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"35171","email":"tracynordin@hotmail.com","first_name":"Tracy","last_name":"Nordin","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tracy Nordin","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01693","new_member_date_2":"2026-05-26","cert_status":"PENDING","phone_2":"7806793881","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"304142","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"L25C01693","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-05-26","pcl_status":"P","pcl_completion_date":"2021-12-12","pf1_status":"P","pf1_completion_date":"2022-04-05","pf2_status":"P","pf2_completion_date":"2022-07-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-07-18","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"tracynordin@hotmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"36185","email":"sanengland@sasktel.net","first_name":"Sandra","last_name":"England","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Sandra England","language":"English","canceldate":"2024-04-30","time_zone":"3","area_code":"306","members_type":"AST","new_member_date_2":"2021-06-08","pds_april":"8","phone_2":"3065332671","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"226022","intcode":"01","blocnote":"June 11 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 contact answered, satisfied with membership but not renewing because not working in payroll anymore.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T12:06:40-04:00","pds_july":"8","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01467","temp_intcode_for_auto_old_int_code":"01","pds_august":"8","pds_september":"8","last_conf_date_type":"2022-06-08","last_act_type":"2024-04-30","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"sanengland@sasktel.net","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-13T12:06:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent contacted Sandra regarding her lapsed Associate membership with the National Payroll Institute. Sandra answered the survey questions, expressed satisfaction with her membership, but declined to renew because she is no longer working in payroll. The call concluded politely without issues.","aitm_callsummarytitle":"Membership Non-Renewal - Not Working in Payroll","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5841847ddb01cdda1b9457d2853","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5841847ddb01cdda1b9457d2853","mini_nps":"5","onesentencenotrenewed":"Not working in payroll anymore.","initialvalue":"Stay Current","age_range":"46-60","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01467","number_of_calls_reached":"2"}},"seriesid":"163"}
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{"contact":{"id":"35832","email":"skyebourget@gmail.com","first_name":"Skye","last_name":"Bourget","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Skye Bourget","language":"English","canceldate":"2023-10-03","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C02770","new_member_date_2":"2022-08-17","phone_2":"2502030802","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315455","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":"L25C02770","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-17","pcl_status":"F","pcl_completion_date":"2022-12-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"skyebourget@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35915","email":"gregpalmerblue@gmail.com","first_name":"Greg","last_name":"Palmer","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Greg Palmer","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02780","new_member_date_2":"2022-08-24","phone_2":"6479368513","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315574","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":"L25C02780","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-23","pcl_status":"F","pcl_completion_date":"2022-11-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gregpalmerblue@gmail.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35312","email":"saniyabaimenova@outlook.com","first_name":"Saniya","last_name":"Baimenova","phone":"6045255607","orgname":"Pharmasave Columbia Square","customer_acct_name":"Pharmasave Columbia Square","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Saniya Baimenova","language":"English","canceldate":"2023-09-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C00953","new_member_date_2":"2019-07-24","phone_2":"7787516587","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"278134","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C00953","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-31","pcl_status":"P","pcl_completion_date":"2019-11-05","pf1_status":"P","pf1_completion_date":"2020-03-01","pf2_status":"P","pf2_completion_date":"2021-11-14","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"saniyabaimenova@outlook.com","pcl_completion_date_5":"2024-11-05","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"36159","email":"shelly@pontisso.ca","first_name":"Shelly","last_name":"Pontisso","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Shelly Pontisso","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01276","new_member_date_2":"2020-08-31","pds_april":"1","phone_2":"6472252203","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"291950","pds_july":"1","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25C01276","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_act_type":"2025-09-04","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2021-09-19","number_of_passed_courses":"3","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"shelly@pontisso.ca","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28"}},"seriesid":"163"}
{"contact":{"id":"34489","email":"elenap@metunited.org","first_name":"Elena","last_name":"Pejcinovska","phone":"4163630331","orgname":"Metropolitan United Church","customer_acct_name":"Metropolitan United Church","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"166242","full_name":"Elena Pejcinovska","do_id":"L25A00494","language":"English","canceldate":"2021-11-02","time_zone":"2","area_code":"416","extension_phone_1":"29","members_type":"AST","new_member_date_2":"2016-09-20","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"PENDING","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","organization_id":"194704","intcode":"15","blocnote":"june 6 2025 vm\r\nLN \/ 24 September 2025 On vacation\n2026 May 08 call reached voicemail at Metropolitan United Church - no human answered\n2026 May 08 call reached gatekeeper at Metropolitan United Church; Elena not available, no message left\n2026 May 11 call reached voicemail at The Metropolitan United Church - no contact made\n2026 May 11 contact answered as Elena Pejcinovska, started survey but call disconnected before completion","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:45-04:00","paid_thru":"2021-08-31","temp_do_id_for_auto_old_do_id":"L25A00494","temp_intcode_for_auto_old_int_code":"15","phone_2":"4163630331","extension_phone_2":"29","last_act_type":"2020-07-19","pcl_status":"P","pcl_completion_date":"2012-04-24","pf1_status":"P","pf1_completion_date":"2012-10-01","pf2_status":"P","pf2_completion_date":"2016-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-01-25","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"elenap@metunited.org","pcl_completion_date_5":"2017-04-24","formatted_paid_thru":"31\/08\/2021","latest_paid_thru":"2021-08-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:26:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent successfully reached Elena Pejcinovska and informed her about her lapsed Associate membership with the National Payroll Institute. Elena agreed to answer questions about her membership experience, and the agent began the survey by asking the first question regarding her initial motivation to join NPI.","aitm_callsummarytitle":"Membership Lapse Survey Started with Elena","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ecbb46bb240ae71e4a4966a7ba7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ecbb46bb240ae71e4a4966a7ba7","notrenewedwanttorenew":"No","old_int_code":"06","number_of_calls_reached":"2","mini_nps":"3","company_paid_thru":"2012-12-31","corp_cancel_date":"2013-03-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"35728","email":"surreyjamie@gmail.com","first_name":"Jian","last_name":"Wang","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jian Mei Wang","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C01238","new_member_date_2":"2020-08-05","cert_status":"PENDING","phone_2":"6045871808","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"290955","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01238","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-08","pcl_status":"P","pcl_completion_date":"2020-10-18","pf1_status":"P","pf1_completion_date":"2020-11-15","pf2_status":"P","pf2_completion_date":"2020-12-20","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":"surreyjamie@gmail.com","pcl_completion_date_5":"2025-10-18","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35549","email":"jademariecs@hotmail.com","first_name":"Jade","last_name":"Seitz","phone":"4032502225","orgname":"Stanley Kunnathu Professional Corp.","customer_acct_name":"Stanley Kunnathu Professional Corp.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jade Corbett Seitz, CPA","language":"English","canceldate":"2024-05-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01490","new_member_date_2":"2021-03-12","phone_2":"5878907003","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"298944","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C01490","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-03-30","pcl_status":"P","pcl_completion_date":"2021-09-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jademariecs@hotmail.com","pcl_completion_date_5":"2026-09-12","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"35714","email":"22sukhjeet@gmail.com","first_name":"Sukhjeet","last_name":"Kaur","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sukhjeet Kaur","language":"English","canceldate":"2023-05-02","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01510","new_member_date_2":"2021-03-23","cert_status":"PENDING","phone_2":"6479615624","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"299346","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C01510","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-03-11","pcl_status":"P","pcl_completion_date":"2021-08-29","pf1_status":"P","pf1_completion_date":"2022-01-04","pf2_status":"P","pf2_completion_date":"2022-05-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-03-08","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"22sukhjeet@gmail.com","pcl_completion_date_5":"2026-08-29","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"36327","email":"mohd_ne_ppi@hotmail.com","first_name":"Mohd","last_name":"Nassereddin","phone":"","orgname":"Gulf Engineering Company","customer_acct_name":"Gulf Engineering Company","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Mohd Nassereddin","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"226","members_type":"AST","new_member_date_2":"2022-07-05","phone_2":"2262607947","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"239777","intcode":"01","blocnote":"June 12 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no message left\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 contact not renewing membership, no longer working in payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:48-04:00","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A01479","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2022-05-07","pcl_status":"P","pcl_completion_date":"2016-04-03","pf1_status":"P","pf1_completion_date":"2017-01-22","pf2_status":"F","pf2_completion_date":"2022-10-30","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"mohd_ne_ppi@hotmail.com","pcl_completion_date_5":"2021-04-03","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:26:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent spoke with Mohd regarding his lapsed Associate membership with the National Payroll Institute. Mohd shared his reasons for joining, rated his satisfaction as 4, and indicated he is no longer working in payroll and does not wish to renew. The call ended politely with the agent thanking Mohd.","aitm_callsummarytitle":"Membership Non-Renewal Call with Mohd","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_addade196f8088177e417362ea0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_addade196f8088177e417362ea0","mini_nps":"4","onesentencenotrenewed":"Not doing any payroll anymore.","initialvalue":"Designation","age_range":"46-60","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01479","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36381","email":"reception@bonaparte.band","first_name":"Harley","last_name":"Antoine","phone":"2504579624","orgname":"Bonaparte First Nation","customer_acct_name":"Bonaparte First Nation","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Harley Antoine","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C02557","new_member_date_2":"2022-06-16","province":"BC","zerobounce_reason":"do_not_mail","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314118","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":"L25C02557","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-15","pcl_status":"F","pcl_completion_date":"2022-10-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"reception@bonaparte.band","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36000","email":"jabss04@outlook.com","first_name":"Sharla","last_name":"Spratt","phone":"4038466426","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sharla Spratt","language":"English","canceldate":"2024-10-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C00768","new_member_date_2":"2023-08-10","phone_2":"4038466426","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"250940","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C00768","last_act_type":"2023-10-08","pcl_status":"F","pcl_completion_date":"2023-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Nov 26 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:58:00-05:00","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 didn't find the courses useful for me at all. They focus mostly on other provinces. As a resident of Alberta, it didn't add anything for me","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":"It was not worth the fees","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"2","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"jabss04@outlook.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"36160","email":"rumki16@gmail.com","first_name":"Shamsun","last_name":"Chowdhury","phone":"4168506028","orgname":"Canadian College of Business, Science & Technology","customer_acct_name":"Canadian College of Business, Science & Technology","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Shamsun Chowdhury","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01035","new_member_date_2":"2022-01-19","phone_2":"4167107158","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"283717","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01035","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-19","pcl_status":"P","pcl_completion_date":"2020-02-02","pf1_status":"P","pf1_completion_date":"2020-03-01","pf2_status":"P","pf2_completion_date":"2022-11-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"rumki16@gmail.com","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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, TMAI","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":"15","blocnote":"jjune 6 2025 vm\r\nLN \/ 24 September 2025 VM\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, no contact with Cindy Ng\n2026 May 13 call reached voicemail, no conversation\n2026 May 15 call reached voicemail, no answer\n2026 May 19 brief call with Cindy in payroll, call ended abruptly","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T13:12:00-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25A01249","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-19T13:12:00-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent reached Cindy, who identified herself as being in payroll, but the call was very brief and ended abruptly without further conversation or task completion.","aitm_callsummarytitle":"Brief call with Cindy ended abruptly","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_206f9bffc86947d63b996d6d428","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_206f9bffc86947d63b996d6d428","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36030","email":"zobel.belano.mcd@gmail.com","first_name":"Zobel","last_name":"Belano","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Zobel Belano","language":"French","canceldate":"2023-01-05","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01792","new_member_date_2":"2021-11-10","phone_2":"4033077010","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"306429","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01792","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-10-11","pcl_status":"F","pcl_completion_date":"2022-03-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"zobel.belano.mcd@gmail.com","pcl_completion_date_5":"2027-03-13","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"36259","email":"cwang98767@gmail.com","first_name":"Longjue","last_name":"Wang","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Longjue Wang","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01819","new_member_date_2":"2021-11-06","phone_2":"6476717702","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"306822","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C01819","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-13","pcl_status":"P","pcl_completion_date":"2022-03-20","pf1_status":"F","pf1_completion_date":"2023-09-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"cwang98767@gmail.com","pcl_completion_date_5":"2027-03-20","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
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{"contact":{"id":"36430","email":"cathymai375@gmail.com","first_name":"Cathy","last_name":"Mai","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Cathy Mai","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02302","new_member_date_2":"2022-04-20","phone_2":"6473087621","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"312135","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C02302","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-19","pcl_status":"P","pcl_completion_date":"2022-08-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"cathymai375@gmail.com","pcl_completion_date_5":"2027-08-08","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"34549","email":"dguillas@mbteach.org","first_name":"Debbie","last_name":"Guillas","phone":"2048313060","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"11624","full_name":"Debbie Guillas","do_id":"L25A00508","language":"English","canceldate":"2021-11-16","time_zone":"3","area_code":"204","members_type":"AST","new_member_date_2":"2006-11-28","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"3","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"june 9 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 Feb 25 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 informed Debbie no longer works at Manitoba Teachers Society, no new contact info obtained","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T14:06:47-04:00","nonactive_reason":"AST->CORP","pipeline_2_members_only_ast":"","paid_thru":"2025-09-30","temp_do_id_for_auto_old_do_id":"L25A00508","temp_intcode_for_auto_old_int_code":"16","pds_august":"3","date_of_renewal_identification":"","last_act_type":"2025-09-16","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"dguillas@mbteach.org","aitm_status_called":"2026-03-11T14:06:47-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to reach Debbie but was informed that Debbie no longer works at the Manitoba Teachers Society. The agent asked for new contact information but the call ended without obtaining it.","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":"5","old_int_code":"08","number_of_calls_reached":"1","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"35194","email":"liana.gioeva@gmail.com","first_name":"Liana","last_name":"Gioeva","phone":"","orgname":"Magna","customer_acct_name":"Magna","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Liana Gioeva","language":"English","canceldate":"2024-04-02","time_zone":"2","area_code":"647","members_type":"CORP","do_id":"","new_member_date_2":"2021-02-03","phone_2":"6478888337","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"297680","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"L25C01447","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-05-22","npi_email_temp":"liana.gioeva@gmail.com","organization_id":"9024","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"P","pf1_completion_date":"2026-05-27","number_of_passed_courses":"2","trc":"True","wera":"False","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/08\/2026","company_paid_thru":"2026-08-31","latest_paid_thru":"2026-08-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01447","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36523","email":"zhangyic960424@gmail.com","first_name":"Yicheng","last_name":"Zhang","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yicheng Zhang","language":"English","canceldate":"2023-03-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02070","new_member_date_2":"2022-01-31","phone_2":"7788639424","province":"Anhui","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"309534","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C02070","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-02","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","trc":"True","wera":"False","npi_email_temp":"zhangyic960424@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"35790","email":"mymi-dolly@hotmail.com","first_name":"Myl\u00e8ne","last_name":"B\u00e9langer","phone":"5819843237","orgname":"Gestion Comptable Myl\u00e8ne B\u00e9langer","customer_acct_name":"Gestion Comptable Myl\u00e8ne B\u00e9langer","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Myl\u00e8ne B\u00e9langer","language":"French","canceldate":"2024-12-04","time_zone":"2","area_code":"581","members_type":"CAND","do_id":"L25C01764","new_member_date_2":"2021-10-05","phone_2":"5819843237","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"305504","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C01764","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2021-12-15","last_act_type":"2023-09-13","pcl_status":"P","pcl_completion_date":"2022-04-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"mymi-dolly@hotmail.com","pcl_completion_date_5":"2027-04-21","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"36241","email":"sbbariaana@yahoo.ca","first_name":"Satvvir","last_name":"Bariaana","phone":"6047173902","orgname":"Vancouver Police Department","customer_acct_name":"Vancouver Police Department","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Satvvir Bariaana","language":"English","canceldate":"2023-08-16","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C00791","new_member_date_2":"2019-03-25","phone_2":"7788581308","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND reached 3 years limit for renewal","intcode":"21","individual_id":"258489","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25C00791","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-03-06","last_act_type":"2026-04-13","company_paid_thru":"2027-01-31","pcl_status":"P","pcl_completion_date":"2019-09-03","pf1_status":"F","pf1_completion_date":"2020-12-20","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sbbariaana@yahoo.ca","pcl_completion_date_5":"2024-09-03","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"36578","email":"gnicole1789@gmail.com","first_name":"Nicole","last_name":"Guluzade","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nicole Guluzade","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02576","new_member_date_2":"2022-06-23","phone_2":"6478381770","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314269","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":"L25C02576","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-22","pcl_status":"F","pcl_completion_date":"2022-10-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gnicole1789@gmail.com","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"35573","email":"fanfan85@hotmail.com","first_name":"Fanny","last_name":"Chan","phone":"6042798136","orgname":"Workers' Compensation Board of BC","customer_acct_name":"Workers' Compensation Board of BC","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Fanny Chan, PCP","language":"English","canceldate":"2023-02-10","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","do_id":"","new_member_date_2":"2021-03-15","cert_status":"ACTIVE","phone_2":"7788622866","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed DEL","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"299029","organization_id":"7307","temp_do_id_for_auto_old_do_id":"L25C01493","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-03","company_paid_thru":"2026-04-30","pcl_status":"P","pcl_completion_date":"2021-07-05","pf1_status":"P","pf1_completion_date":"2021-10-31","pf2_status":"P","pf2_completion_date":"2023-12-18","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":"fanfan85@hotmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","corp_cancel_date":"2000-06-05","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01493","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35315","email":"nking1967@hotmail.com","first_name":"Nicola","last_name":"Kresnyak","phone":"","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Nicola Kresnyak","language":"English","canceldate":"2024-01-05","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"AST","new_member_date_2":"2011-11-02","pds_april":"6","cert_status":"WITHDRAWN","phone_2":"7808502596","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"70630","intcode":"01","blocnote":"June 11 2025 vm\n2026 May 08 spoke with Nicola, dissatisfied with membership, retired and not renewing.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","pds_july":"6","temp_do_id_for_auto_old_do_id":"L25A01395","temp_intcode_for_auto_old_int_code":"01","pds_august":"6","pds_september":"6","last_infoline_date_type":"2022-07-27","last_act_type":"2024-01-10","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"nking1967@hotmail.com","called_by":"Tri","aitm_status_called":"2026-05-08T14:31:50-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent spoke with Nicola regarding her lapsed Associate membership with the National Payroll Institute. Nicola expressed dissatisfaction with her membership experience and indicated she is retired, implying she does not wish to renew. The call concluded politely without renewal.","aitm_callsummarytitle":"Membership Non-Renewal - Retired","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"Contact is retired and not interested in renewing membership.","initialvalue":"Stay Current","age_range":"61+","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","old_do_id":"L25A01395","session_id":"call_3f40f86efa5f5b03dbc5e87213e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3f40f86efa5f5b03dbc5e87213e","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"35795","email":"llennox@guelphchc.ca","first_name":"Lindsay","last_name":"Lennox","phone":"5198216638","orgname":"Guelph Community Health Centre","customer_acct_name":"Guelph Community Health Centre","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lindsay Lennox","language":"English","canceldate":"2023-08-02","extension_phone_1":"352","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C01244","new_member_date_2":"2021-06-07","phone_2":"5193629463","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"291043","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C01244","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-04","pcl_status":"P","pcl_completion_date":"2021-11-08","pf1_status":"F","pf1_completion_date":"2022-08-28","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"llennox@guelphchc.ca","pcl_completion_date_5":"2026-11-08","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36102","email":"layrapiuzza@hotmail.com","first_name":"Layra","last_name":"Pires","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Layra Pires","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02531","new_member_date_2":"2022-06-30","phone_2":"6476741878","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313863","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02531","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-30","pcl_status":"F","pcl_completion_date":"2022-10-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"layrapiuzza@hotmail.com","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"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":"260522 Lapsed DEL","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":"LB2504662","last_act_type":"2024-10-16","company_paid_thru":"2027-03-31","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","npi_email_temp":"cathy.teal50@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35254","email":"elmaksh@gmail.com","first_name":"Sin","last_name":"Kwok","phone":"8448013111","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Sin Hang Kwok","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"844","members_type":"CORP","do_id":"","new_member_date_2":"2021-12-22","phone_2":"6473302279","province":"ON","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308289","organization_id":"8176","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C01948","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-07-11","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2022-04-21","pf1_status":"P","pf1_completion_date":"2024-08-22","number_of_passed_courses":"2","last_infoline_date_type":"2025-07-11","trc":"True","wera":"False","npi_email_temp":"elmaksh@gmail.com","pcl_completion_date_5":"2027-04-21","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25C01948","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36047","email":"kimapowell@shaw.ca","first_name":"Kim","last_name":"Powell","phone":"4038963887","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Kim Powell","language":"English","canceldate":"2024-05-02","time_zone":"4","area_code":"403","members_type":"CAND","new_member_date_2":"2023-03-06","phone_2":"4038963887","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"306470","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C01794","last_infoline_date_type":"2023-06-23","last_act_type":"2023-11-07","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:59:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"kimapowell@shaw.ca","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01794","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"36255","email":"scortesquintero@gmail.com","first_name":"Sandra","last_name":"Quintero","phone":"2049887648","orgname":"The University of Winnipeg","customer_acct_name":"The University of Winnipeg","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Sandra Cortes Quintero, PCP","language":"English","canceldate":"2023-09-02","cpa_certification":"PCP","time_zone":"3","area_code":"204","members_type":"CORP","do_id":"","new_member_date_2":"2022-07-05","cert_status":"ACTIVE","phone_2":"4312784659","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"309295","organization_id":"12073","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"L25C02044","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-29","company_paid_thru":"2027-03-31","pcl_status":"P","pcl_completion_date":"2022-09-25","pf1_status":"P","pf1_completion_date":"2023-11-02","pf2_status":"P","pf2_completion_date":"2024-02-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-10-25","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"scortesquintero@gmail.com","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02044","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35788","email":"karthi.utha@gmail.com","first_name":"Karthyka","last_name":"Jokarasa","phone":"9057285167","orgname":"Pelican Events & Catering","customer_acct_name":"Pelican Events & Catering","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Karthyka Jokarasa","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"AST","do_id":"L25C01519","new_member_date_2":"2026-05-14","cert_status":"PENDING","phone_2":"6472489928","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"299529","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"L25C01519","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-05-14","pcl_status":"P","pcl_completion_date":"2021-08-22","pf1_status":"P","pf1_completion_date":"2021-11-28","pf2_status":"P","pf2_completion_date":"2022-02-20","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":"karthi.utha@gmail.com","pcp_we":"APPROVED","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"36188","email":"jashansapra@icloud.com","first_name":"Jashanpreet","last_name":"Kaur","phone":"","orgname":"","customer_acct_name":"","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Jashanpreet Kaur","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"604","members_type":"CORP","do_id":"","new_member_date_2":"2022-06-01","phone_2":"6043882222","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311951","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"L25C02280","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-11-28","last_act_type":"2026-04-24","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"F","pf1_completion_date":"2023-03-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jashansapra@icloud.com","pcl_completion_date_5":"2027-07-24","organization_id":"5668","formatted_paid_thru":"31\/10\/2026","company_paid_thru":"2026-10-31","latest_paid_thru":"2026-10-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02280","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35546","email":"helena.saass@gmail.com","first_name":"Helena","last_name":"Kleinsasser","phone":"5195889533","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Helena Kleinsasser","language":"English","canceldate":"2023-08-02","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"AST","do_id":"L25A01414","new_member_date_2":"2020-06-08","pds_april":"3","cert_status":"WITHDRAWN_CPE","phone_2":"5195889533","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"127589","intcode":"15","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 agent introduced call and asked for feedback; no further responses from Helena.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:28-04:00","pds_july":"3","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A01414","temp_intcode_for_auto_old_int_code":"15","pds_august":"3","pds_september":"3","last_infoline_date_type":"2021-01-19","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2008-07-15","pf1_status":"P","pf1_completion_date":"2008-12-15","pf2_status":"P","pf2_completion_date":"2009-07-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-02-24","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"helena.saass@gmail.com","pcl_completion_date_5":"2013-07-15","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:28-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Helena and introduced herself, explaining the purpose of the call regarding Helena's lapsed Associate membership with the National Payroll Institute. The agent asked if Helena would be willing to answer a few quick questions about her membership experience. The call ended shortly after without further interaction.","aitm_callsummarytitle":"Initial Contact for Membership Feedback","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No explicit refusal or renewal intent was expressed during the call.","initialvalue":"Other","othermemberbenefit":"No other reasons provided.","old_int_code":"6","astotherreasonsnottorenew":"No reason provided during the call.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0e3fcbb7adc05834b1c665dd920","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0e3fcbb7adc05834b1c665dd920","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36600","email":"loni.chilton@gmail.com","first_name":"Loni","last_name":"Chilton","phone":"4032834415","orgname":"KIGEP Management Ltd.","customer_acct_name":"KIGEP Management Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Loni Chilton","language":"English","canceldate":"2024-10-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C00825","new_member_date_2":"2023-08-24","phone_2":"4036136305","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"263630","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C00825","last_act_type":"2023-08-24","pcl_status":"P","pcl_completion_date":"2023-12-04","pf1_status":"F","pf1_completion_date":"2024-03-28","number_of_passed_courses":"1","intcode":"01","blocnote":"LNC Nov 13 2025 Survey completed  She said that financial factors and not really needing certification reason why did not renew.","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T16:19:00-05:00","onesentencenotrenewed":"","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","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":"Difficult to navigate website.","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"Financial factors.","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"10","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"loni.chilton@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"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":"2022-10-08","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","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35731","email":"harpriya.warrich@adp.com","first_name":"Harpriya","last_name":"Warrich","phone":"8779590026","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Harpriya Warrich","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"877","members_type":"CORP","do_id":"","new_member_date_2":"2021-03-26","phone_2":"6473652600","province":"ON","zerobounce_reason":"catch-all","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"299360","organization_id":"8176","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C01512","last_infoline_date_type":"2026-02-20","last_act_type":"2026-02-20","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2021-08-22","pf1_status":"P","pf1_completion_date":"2021-12-23","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"harpriya.warrich@adp.com","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25C01512","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36435","email":"scott.hewson@hotmail.com","first_name":"Scott","last_name":"Hewson","phone":"5192601110","orgname":"Simply Training","customer_acct_name":"Simply Training","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Scott Hewson","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C02841","new_member_date_2":"2022-08-25","phone_2":"7052793278","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315921","paid_thru":"2024-07-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C02841","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-31","pcl_status":"P","pcl_completion_date":"2022-12-11","pf1_status":"F","pf1_completion_date":"2023-04-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"scott.hewson@hotmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"36261","email":"lena.club16@gmail.com","first_name":"Elena","last_name":"Birchenko","phone":"","orgname":"C Hall Office Solutions","customer_acct_name":"C Hall Office Solutions","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Elena (Helen) Birchenko","language":"English","canceldate":"2024-08-07","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02287","new_member_date_2":"2022-08-08","phone_2":"6047627412","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"312021","paid_thru":"2024-07-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C02287","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-07-08","pcl_status":"P","pcl_completion_date":"2022-05-29","pf1_status":"P","pf1_completion_date":"2022-06-26","pf2_status":"P","pf2_completion_date":"2022-07-24","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"lena.club16@gmail.com","pcl_completion_date_5":"2027-05-29","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"35960","email":"m_abaigar@yahoo.com","first_name":"Marites","last_name":"Gumahis","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Marites Gumahis","language":"English","canceldate":"2023-08-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C02517","new_member_date_2":"2022-06-08","phone_2":"3063073137","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313776","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":"L25C02517","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-06","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-11-09","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"m_abaigar@yahoo.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"35358","email":"fonkrob@gmail.com","first_name":"Allan","last_name":"Fonk","phone":"5914524277","orgname":"Fanshawe College","customer_acct_name":"Fanshawe College","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Allan Fonk","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"591","members_type":"CAND","do_id":"L25C02716","new_member_date_2":"2022-07-29","phone_2":"5193200952","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315073","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C02716","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-12-12","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2024-04-23","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"fonkrob@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"36037","email":"cheryle.b@hotmail.com","first_name":"Cheryle","last_name":"Borowski","phone":"4034679324","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Cheryle Borowski","language":"English","canceldate":"2023-02-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01265","new_member_date_2":"2020-12-11","cert_status":"PENDING","phone_2":"4034679324","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"291626","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01265","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-10-14","pcl_status":"P","pcl_completion_date":"2021-04-07","pf1_status":"P","pf1_completion_date":"2021-08-03","pf2_status":"P","pf2_completion_date":"2022-04-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-06-17","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"cheryle.b@hotmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"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":"260522 Lapsed DEL","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":"","new_member_date_2":"2021-08-23","cert_status":"ACTIVE","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":"2027-01-31","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","latest_paid_thru":"2027-01-31","pcp_we":"APPROVED","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01702","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35804","email":"djohnston11@live.ca","first_name":"Dylan","last_name":"Johnston","phone":"7809607171","orgname":"North American Construction Group","customer_acct_name":"North American Construction Group","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Dylan Johnston, PCP","language":"English","canceldate":"2023-11-02","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","do_id":"","new_member_date_2":"2022-09-06","cert_status":"ACTIVE","phone_2":"7807778225","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"237535","organization_id":"85240","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C00750","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-09-30","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-08-27","pf2_status":"P","pf2_completion_date":"2024-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-11-06","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"djohnston11@live.ca","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00750","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35903","email":"amurr43@gmail.com","first_name":"Alexander","last_name":"Murray","phone":"5199645083","orgname":"General Dynamics Land Systems - Canada","customer_acct_name":"General Dynamics Land Systems - Canada","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Alexander Murray, PCP","language":"English","canceldate":"2024-04-05","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"CORP","do_id":"","new_member_date_2":"2022-04-01","cert_status":"ACTIVE","phone_2":"5198601534","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"243036","organization_id":"93332","temp_do_id_for_auto_old_do_id":"L25C00759","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2025-05-05","last_act_type":"2025-05-05","company_paid_thru":"2026-11-30","pcl_status":"P","pcl_completion_date":"2022-07-17","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2023-04-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-06-19","number_of_passed_courses":"4","paid_thru":"2026-11-30","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"amurr43@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","corp_cancel_date":"2012-10-01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00759","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35941","email":"belindarb@hotmail.com","first_name":"Belinda","last_name":"Bowden","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Belinda Bowden","language":"English","canceldate":"2023-06-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C01014","new_member_date_2":"2021-04-07","phone_2":"6047638222","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"281233","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C01014","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-19","pcl_status":"P","pcl_completion_date":"2021-08-08","pf1_status":"F","pf1_completion_date":"2022-04-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-16","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"belindarb@hotmail.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"36157","email":"jessie@theboostup.ca","first_name":"Jessie","last_name":"Manuel","phone":"9055995158","orgname":"BOOST Bookkeeping Ltd.","customer_acct_name":"BOOST Bookkeeping Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jessie Manuel","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C02536","new_member_date_2":"2022-06-09","phone_2":"2892426426","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313905","paid_thru":"2023-05-31","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":"L25C02536","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-06","pcl_status":"P","pcl_completion_date":"2022-12-11","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jessie@theboostup.ca","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"35743","email":"colleenspingle@gmail.com","first_name":"Colleen","last_name":"Spingle","phone":"7804400444","orgname":"ONEC Construction Inc.","customer_acct_name":"ONEC Construction Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Colleen Spingle","language":"English","canceldate":"2024-02-10","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02760","phone_2":"5816201581","province":"NL","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C02760","npi_email_temp":"colleenspingle@gmail.com"}},"seriesid":"163"}
{"contact":{"id":"35760","email":"knorrheather@gmail.com","first_name":"Heather","last_name":"Knorr","phone":"7787514455","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Heather Knorr","language":"English","canceldate":"2023-07-11","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02497","new_member_date_2":"2022-06-01","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313574","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02497","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-22","pcl_status":"F","pcl_completion_date":"2022-09-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"knorrheather@gmail.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"36369","email":"suda19@yahoo.com","first_name":"Sudarshini","last_name":"Kandiah","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sudarshini Kandiah","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C02556","new_member_date_2":"2022-06-16","phone_2":"4164957764","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314098","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":"L25C02556","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-29","pcl_status":"P","pcl_completion_date":"2022-10-19","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"suda19@yahoo.com","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36416","email":"ariane.song@hotmail.com","first_name":"Jiaqian","last_name":"Song","phone":"2048889850","orgname":"Canada Goose","customer_acct_name":"Canada Goose","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jiaqian Song","language":"English","canceldate":"2024-09-04","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C01299","new_member_date_2":"2022-06-29","phone_2":"4386805337","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"293323","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":"L25C01299","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-19","pcl_status":"P","pcl_completion_date":"2023-07-12","pf1_status":"F","pf1_completion_date":"2023-12-27","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ariane.song@hotmail.com","pcl_completion_date_5":"2028-07-12","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"36235","email":"kswatkins@shaw.ca","first_name":"Katrina","last_name":"Watkins","phone":"","orgname":"VJV Auction Co. LTD.","customer_acct_name":"VJV Auction Co. LTD.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Katrina Watkins","language":"English","canceldate":"2023-07-11","time_zone":"4","area_code":"780","members_type":"AST","do_id":"L25A01471","new_member_date_2":"2015-05-11","phone_2":"7809773836","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"234342","intcode":"06","blocnote":"June 12 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no conversation\n2026 May 13 call reached voicemail\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:45-04:00","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A01471","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-06-04","pcl_status":"P","pcl_completion_date":"2015-09-08","pf1_status":"P","pf1_completion_date":"2016-05-23","pf2_status":"F","pf2_completion_date":"2017-07-09","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"kswatkins@shaw.ca","pcl_completion_date_5":"2020-09-08","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:22:47-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Katrina but went to voicemail immediately with no 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","session_id":"call_a870a4758cd4f98aeeb107fc855","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a870a4758cd4f98aeeb107fc855","mini_nps":"3"}},"seriesid":"163"}
{"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, TMAI","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\n2026 May 08 call reached automated system, no human answered, voicemail reached\n2026 May 08 call reached voicemail, no human answer\n2026 May 11 call reached automated system, no human answered\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no message left\n2026-05-13 Dial no answer, phone: +15199794286\n2026 May 15 call reached voicemail, no live contact made.\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A00503","temp_intcode_for_auto_old_int_code":"06","phone_2":"5199794286","last_infoline_date_type":"2020-02-12","last_act_type":"2020-02-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cnixon@onyxengineering.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:42-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went to voicemail. No conversation or task completion 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","session_id":"call_f133d31a3f60383150054728c68","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f133d31a3f60383150054728c68","old_int_code":"05","mini_nps":"3","onesentencenotrenewed":"Call reached voicemail and no renewal discussion occurred.","initialvalue":"Other","othermemberbenefit":"Call reached voicemail, no member benefit discussed.","astotherreasonsnottorenew":"Call reached voicemail, no interaction with contact.","age_range":"Preferred not to say"}},"seriesid":"163"}
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{"contact":{"id":"35417","email":"oshevchyk2014@gmail.com","first_name":"Olena","last_name":"Shevchyk","phone":"7809956762","orgname":"2303385 Alberta Ltd.","customer_acct_name":"2303385 Alberta Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Olena Shevchyk","language":"English","canceldate":"2024-12-04","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C00713","new_member_date_2":"2022-10-04","phone_2":"7809956762","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"193537","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C00713","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-12","pcl_status":"P","pcl_completion_date":"2023-01-09","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2023-05-07","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"oshevchyk2014@gmail.com","pcl_completion_date_5":"2028-01-09","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
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{"contact":{"id":"36029","email":"jessica.walkden463@gmail.com","first_name":"Jessica","last_name":"Walkden","phone":"","orgname":"St Joseph's Health Care, London","customer_acct_name":"St Joseph's Health Care, London","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jessica Walkden, CHRP","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"705","members_type":"CAND","do_id":"L25C01548","new_member_date_2":"2021-04-22","phone_2":"7057914390","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"300479","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C01548","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-03","pcl_status":"P","pcl_completion_date":"2021-08-22","pf1_status":"P","pf1_completion_date":"2021-11-28","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"jessica.walkden463@gmail.com","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"34530","email":"dallairecindy54@gmail.com","first_name":"Cynthia","last_name":"Dallaire","phone":"5193445221","orgname":"Cope Construction","customer_acct_name":"Cope Construction","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"221786","full_name":"Cynthia Dallaire","do_id":"L25A00754","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2022-11-24","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"15","blocnote":"june 9 2025 vm\r\nLN \/ 25 September 2025 VM\n2026 May 08 call reached voicemail, no human contact\n2026 May 08 call started, agent reached Cynthia, first survey question asked","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:15-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A00754","temp_intcode_for_auto_old_int_code":"15","phone_2":"5194948000","last_infoline_date_type":"2024-04-19","last_act_type":"2024-04-19","pcl_status":"P","pcl_completion_date":"2014-05-01","pf1_status":"P","pf1_completion_date":"2014-09-03","pf2_status":"P","pf2_completion_date":"2014-12-22","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":"dallairecindy54@gmail.com","pcl_completion_date_5":"2019-05-01","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Cynthia and introduced the purpose of the call regarding her lapsed Associate membership with the National Payroll Institute. Cynthia agreed to proceed, and the agent began the survey by asking the first question about the initial value that motivated her to become a member.","aitm_callsummarytitle":"Initial Survey Question Asked to Cynthia","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cdef47bcfd7ce8ed12831728ea1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cdef47bcfd7ce8ed12831728ea1","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36254","email":"lovegndu123@gmail.com","first_name":"Lovepreet","last_name":"Kaur","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lovepreet Kaur","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C02820","new_member_date_2":"2022-08-26","phone_2":"4372887811","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315826","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":"L25C02820","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-10-14","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2023-09-12","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"lovegndu123@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"35267","email":"yusuf.hansrod@hotmail.com","first_name":"Yusuf","last_name":"Hansrod","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yusuf Hansrod","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02196","new_member_date_2":"2022-04-21","phone_2":"6475105338","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311213","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C02196","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-28","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"F","pf1_completion_date":"2023-04-02","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"yusuf.hansrod@hotmail.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"36119","email":"snbailey01@gmail.com","first_name":"Shianne","last_name":"Bailey","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Shianne Bailey","language":"English","canceldate":"2023-01-05","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01031","new_member_date_2":"2019-11-22","cert_status":"PENDING","phone_2":"4165087410","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"283244","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01031","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-11-10","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":"2021-05-17","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"snbailey01@gmail.com","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"35632","email":"barbara.bpwt@gmail.com","first_name":"Barbara","last_name":"Glasgow","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Barbara Glasgow","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C00984","new_member_date_2":"2019-08-27","phone_2":"5145667840","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"279624","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C00984","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-10-31","pcl_status":"P","pcl_completion_date":"2019-12-16","pf1_status":"P","pf1_completion_date":"2020-12-20","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"barbara.bpwt@gmail.com","pcl_completion_date_5":"2024-12-16","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"35575","email":"ferlokat@gmail.com","first_name":"Jennifer","last_name":"Dias","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jennifer Dias","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C02224","new_member_date_2":"2022-03-29","phone_2":"9059653201","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311552","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C02224","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-12-20","pcl_status":"P","pcl_completion_date":"2022-07-17","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ferlokat@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"35215","email":"jvyrs1216@gmail.com","first_name":"Jovy","last_name":"Carino","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jovy Rose Carino","language":"English","canceldate":"2023-02-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01944","new_member_date_2":"2021-12-22","phone_2":"7809031868","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308263","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01944","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-22","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":"jvyrs1216@gmail.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"36155","email":"omelsora@hotmail.com","first_name":"Assra","last_name":"Akla","phone":"5876645296","orgname":"Global College of Business and Technology","customer_acct_name":"Global College of Business and Technology","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Assra Akla","language":"English","canceldate":"2023-06-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C02277","new_member_date_2":"2022-04-08","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"311928","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":"L25C02277","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-28","pcl_status":"P","pcl_completion_date":"2022-06-26","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2023-07-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"omelsora@hotmail.com","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"35848","email":"kochardeepak82@yahoo.com","first_name":"Deepak","last_name":"Kochar","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Deepak Kochar, CHARTERED ACCOUNTANT","language":"English","canceldate":"2023-10-03","time_zone":"3","area_code":"431","members_type":"CAND","do_id":"L25C02772","new_member_date_2":"2022-08-23","phone_2":"4317922929","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315481","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":"L25C02772","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-12-09","last_act_type":"2022-12-09","pcl_status":"P","pcl_completion_date":"2022-12-11","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kochardeepak82@yahoo.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"36439","email":"jandayanrhea@gmail.com","first_name":"Rhea","last_name":"Jandayan","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rhea Jandayan","language":"English","canceldate":"2023-01-05","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01840","new_member_date_2":"2021-11-08","phone_2":"4036202129","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"307068","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01840","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-08-11","pcl_status":"P","pcl_completion_date":"2022-01-30","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"jandayanrhea@gmail.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"35329","email":"elizabeth.iakinro@gmail.com","first_name":"Elizabeth","last_name":"Akinro","phone":"2047790537","orgname":"St Amant","customer_acct_name":"St Amant","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Elizabeth Akinro, PCP","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","time_zone":"3","area_code":"204","members_type":"CORP","do_id":"","new_member_date_2":"2022-07-26","cert_status":"ACTIVE","phone_2":"2048692149","province":"MB","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"311308","organization_id":"112052","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C02202","last_act_type":"2025-05-11","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2022-10-24","pf1_status":"P","pf1_completion_date":"2022-11-09","pf2_status":"P","pf2_completion_date":"2022-11-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-29","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"elizabeth.iakinro@gmail.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25C02202","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"34577","email":"julie.beauparlant@bdmfurniture.net","first_name":"Julie","last_name":"Beauparlant","phone":"8197012128","orgname":"BDM + Furniture Inc.","customer_acct_name":"BDM + Furniture Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"323229","full_name":"Julie Beauparlant","do_id":"L25A01265","language":"French","canceldate":"2024-05-02","time_zone":"2","area_code":"819","members_type":"AST","new_member_date_2":"2023-03-28","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"QC","paid_thru":"2024-02-29","blocnote":"LN. compl\u00e9ter le 15 sept 2025\n2026 May 08 call initiated but no conversation beyond greeting","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:10-04:00","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":"CURIOSITE","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"affaire employeur D AVEC DESJARDINS","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"elle attendais a avoir plus de r\u00e9ponse qu' avec employeur d","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"oui car r\u00e9ponse tardive de la part de inp.","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","intcode":"03","temp_do_id_for_auto_old_do_id":"L25A01265","temp_intcode_for_auto_old_int_code":"03","phone_2":"8197012128","last_infoline_date_type":"2024-01-02","last_act_type":"2024-01-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"julie.beauparlant@bdmfurniture.net","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:10-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent initiated the call and asked to speak with Julie, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call initiated but no conversation","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4c6930f1e9e3b1717d2a02f7245","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4c6930f1e9e3b1717d2a02f7245","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"35542","email":"jingshi188@hotmail.com","first_name":"Yi","last_name":"Shi","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yi Mei Shi","language":"English","canceldate":"2023-07-11","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02221","new_member_date_2":"2022-05-03","phone_2":"6044419679","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311539","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02221","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-05","pcl_status":"P","pcl_completion_date":"2022-07-24","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jingshi188@hotmail.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
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{"contact":{"id":"36370","email":"carrie.lynn.watson@hotmail.com","first_name":"Carrie","last_name":"Drysdale","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Carrie Drysdale","language":"English","canceldate":"2023-01-31","cpa_certification":"PCP","time_zone":"1","area_code":"506","members_type":"CAND","do_id":"L25C01832","new_member_date_2":"2022-04-22","cert_status":"ACTIVE","phone_2":"5068750975","province":"NB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"307012","temp_do_id_for_auto_old_do_id":"L25C01832","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-03-24","last_conf_date_type":"2025-04-06","last_act_type":"2025-05-30","npi_email_temp":"carrie.lynn.watson@hotmail.com"}},"seriesid":"163"}
{"contact":{"id":"35759","email":"ritasophialiu@gmail.com","first_name":"Zhiyu","last_name":"Liu","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Zhiyu Liu","language":"English","canceldate":"2024-06-04","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C02762","new_member_date_2":"2022-08-17","phone_2":"5875018281","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315428","paid_thru":"2024-07-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C02762","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-04-06","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","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ritasophialiu@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"36057","email":"mpinto@duscodoors.com","first_name":"Maribel","last_name":"Pinto","phone":"5143554877","orgname":"Les Portes Dusco Doors","customer_acct_name":"Les Portes Dusco Doors","tags":"AI Contacts sent to TM 2026","ip4":"127.0.0.1","fields":{"full_name":"Maribel Pinto","language":"English","cpa_certification":"PCP","extension_phone_1":"105","time_zone":"2","area_code":"514","members_type":"AST","do_id":"AST02403","new_member_date_2":"2023-10-03","cert_status":"PENDING","phone_2":"5145608629","province":"QC","zerobounce_reason":"valid","lead_status":"Renewed AST","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"282233","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"AST02403","last_infoline_date_type":"2024-08-10","last_act_type":"2025-10-27","pcl_status":"P","pcl_completion_date":"2020-02-02","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":"2020-12-23","date_of_renewal_identification":"2025-10-29","old_do_id":"L25C01025","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","number_of_passed_courses":"4","blocnote":"May 11 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:50:00-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","telemarketing_call_date":"2026-05-11","trc":"True","wera":"False","sendcandapplicationform":"2025-11-26T14:14:00-05:00","email2":"","full_name_2":" ","sendmayemail":"2025-11-26T14:15:00-05:00","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","sendaigeneral":"2025-11-26T14:14:00-05:00","old_int_code":"31","sendnovemberemail":"2025-11-26T14:15:16-05:00","sendaidate":"2025-11-26T14:15:16-05:00","npi_email_temp":"mpinto@duscodoors.com","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"34561","email":"snmseedial@gmail.com","first_name":"Salisha","last_name":"Seedial","phone":"9058228102","orgname":"KMH Cardiology Centres Inc","customer_acct_name":"KMH Cardiology Centres Inc","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"12972","full_name":"Salisha Seedial","do_id":"L25A00511","language":"English","canceldate":"2024-10-21","time_zone":"2","area_code":"905","members_type":"AST","new_member_date_2":"2014-10-29","lead_status":"Lapsed Member","no_email_solicitation":"False","pds_march":"4","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"06","blocnote":"June 10 2025 number can not receive incoming calls msg\r\nSept 3 2025\n2026-05-08 Dial no answer, phone: +19058228102\n2026 May 08 voicemail reached, no contact with Salisha Seedial\n2026-05-11 Dial no answer, phone: +19058228102\n2026 May 11 call reached voicemail, no contact with Salisha Seedial\n2026-05-13 Dial no answer, phone: +19058228102\n2026 May 13 call reached voicemail, no contact made\n2026-05-15 Dial no answer, phone: +19058228102\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","pds_july":"4","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A00511","temp_intcode_for_auto_old_int_code":"06","pds_august":"4","phone_2":"9058121359","pds_september":"4","last_infoline_date_type":"2024-05-03","last_act_type":"2025-04-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-01-16","number_of_passed_courses":"1","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"snmseedial@gmail.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:26:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"05","retell_call_status":"ended","session_id":"call_8cdda5f062711e14b6bc7b840e5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8cdda5f062711e14b6bc7b840e5","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately upon dialing.","aitm_callsummarytitle":"Voicemail reached, no human answer","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
{"contact":{"id":"36217","email":"edensamson214@yahoo.com","first_name":"Eden","last_name":"Samson","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Eden Samson","language":"English","canceldate":"2023-01-05","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C01814","new_member_date_2":"2021-11-02","phone_2":"3069148177","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"306762","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01814","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-02-11","pcl_status":"P","pcl_completion_date":"2022-01-30","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"edensamson214@yahoo.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"34537","email":"natalia.ralonflores@freshprep.ca","first_name":"Natalia","last_name":"Flores","phone":"5192224777","orgname":"Fresh Prep","customer_acct_name":"Fresh Prep","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"322510","full_name":"Natalia Ralon Flores","do_id":"L25A01256","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2023-03-08","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"BC","intcode":"06","blocnote":"june 9 2025 vm\r\nLN \/ 25 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction\n2026 May 19 call reached voicemail\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no human answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25A01256","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-05-23","last_act_type":"2024-03-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"natalia.ralonflores@freshprep.ca","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:06-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was an outbound attempt to reach Natalia, but it went to voicemail and was not answered by a human.","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","session_id":"call_50be10e472b6d3330c13f39d792","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_50be10e472b6d3330c13f39d792","mini_nps":"3"}},"seriesid":"163"}
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{"contact":{"id":"35428","email":"cfa9y9@gmail.com","first_name":"Youcef","last_name":"Mameche","phone":"9665320000","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Youcef Mameche","language":"English","canceldate":"2023-05-02","cpa_certification":"PCP","time_zone":"2","area_code":"966","members_type":"CAND","do_id":"L25C01475","new_member_date_2":"2021-03-03","cert_status":"PENDING","phone_2":"4385588837","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"298586","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C01475","temp_intcode_for_auto_old_int_code":"21","extension_phone_1":"0","last_act_type":"2024-03-12","pcl_status":"P","pcl_completion_date":"2021-07-05","pf1_status":"P","pf1_completion_date":"2021-10-31","pf2_status":"P","pf2_completion_date":"2022-01-23","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":"cfa9y9@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:48-04:00","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","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T19:23:26-04:00","number_of_call_attempts":"8","number_of_total_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","session_id":"call_f02ca6ac359b0c433ff9ea84b15","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f02ca6ac359b0c433ff9ea84b15"}},"seriesid":"163"}
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{"contact":{"id":"36198","email":"cyanguez@gmail.com","first_name":"Cyana","last_name":"Yanguez","phone":"4033197000","orgname":"Specsavers","customer_acct_name":"Specsavers","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Cyana Yanguez","language":"English","canceldate":"2023-06-23","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2022-06-09","phone_2":"6048093654","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313937","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2504838","cert_status":"ACTIVE","cpa_certification":"PCP","old_do_id":"LB2504838","last_infoline_date_type":"2024-07-05","last_act_type":"2026-01-30","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":"2022-08-28","pf1_status":"P","pf1_completion_date":"2023-02-06","pf2_status":"P","pf2_completion_date":"2023-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-09-05","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"","organization_id":"315464","npi_email_temp":"cyanguez@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/07\/2026","company_paid_thru":"2026-07-31","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35448","email":"wangwenxi153@gmail.com","first_name":"Wenxi","last_name":"Wang","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Wenxi Wang","language":"English","canceldate":"2023-07-11","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C02466","new_member_date_2":"2022-05-26","phone_2":"2042982521","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313376","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02466","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-25","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"F","pf1_completion_date":"2022-12-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"wangwenxi153@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"34619","email":"mkang.cpa@hotmail.com","first_name":"Minjung","last_name":"Kang","phone":"6473099865","orgname":"Minjung Kang","customer_acct_name":"Minjung Kang","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"226104","full_name":"Minjung Kang","do_id":"L25A00775","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2014-06-05","lead_status":"Lapsed Member","no_email_solicitation":"False","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Lapsed Members","province":"ON","cpa_certification":"PCP","intcode":"15","blocnote":"June 10 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call started, agent introduced herself, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:14-04:00","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A00775","temp_intcode_for_auto_old_int_code":"15","phone_2":"6473099865","last_infoline_date_type":"2020-06-18","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2014-09-03","pf1_status":"P","pf1_completion_date":"2015-09-23","pf2_status":"P","pf2_completion_date":"2015-09-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-08-04","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mkang.cpa@hotmail.com","pcl_completion_date_5":"2019-09-03","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Minjung and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. 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":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2b629e1ba690dea2728cd43cbbe","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2b629e1ba690dea2728cd43cbbe","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36467","email":"ac9house@shaw.ca","first_name":"Caralin","last_name":"Nyenhuis","phone":"","orgname":"ActiveConversion","customer_acct_name":"ActiveConversion","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Caralin Nyenhuis, CPA Designation","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"4","area_code":"587","members_type":"AST","new_member_date_2":"2021-03-18","cert_status":"WITHDRAWN_CPE","phone_2":"5879994070","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"247112","intcode":"01","blocnote":"June 12 2025 busy call back another day.\n2026 May 08 contact refused to renew due to retirement and non-use of membership","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A01491","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2022-11-16","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2016-10-30","pf1_status":"P","pf1_completion_date":"2016-11-27","pf2_status":"P","pf2_completion_date":"2016-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-04-09","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ac9house@shaw.ca","pcl_completion_date_5":"2021-10-30","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-08T14:31:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent spoke with Caralin about her lapsed NPI membership. Caralin explained she did not renew because she never used the membership and has been retired for two years. The agent thanked her for her time and ended the call.","aitm_callsummarytitle":"Membership Non-Renewal Due to Retirement","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"The contact did not renew because she never used the membership and has been retired for two years.","initialvalue":"Designation","age_range":"46-60","old_int_code":"10","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_do_id":"L25A01491","session_id":"call_1cde7d8c538fab760faf4dc5429","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1cde7d8c538fab760faf4dc5429","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36116","email":"bbladykay@hotmail.com","first_name":"Tracey","last_name":"Horner","phone":"2507435999","orgname":"Wise Financial","customer_acct_name":"Wise Financial","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tracey Horner","language":"English","canceldate":"2023-03-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C01272","new_member_date_2":"2021-01-26","phone_2":"2508865969","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"291878","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01272","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-04-11","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2021-11-28","pf2_status":"P","pf2_completion_date":"2022-04-05","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"bbladykay@hotmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"36383","email":"dnsbookkeeper@gmail.com","first_name":"Alicia","last_name":"Swire","phone":"2505082147","orgname":"Dollars and Sense Bookkeeping","customer_acct_name":"Dollars and Sense Bookkeeping","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Alicia Swire","language":"English","canceldate":"2024-12-04","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C01296","new_member_date_2":"2020-10-02","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"293240","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C01296","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-05-10","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-12-23","pf2_status":"P","pf2_completion_date":"2023-02-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"dnsbookkeeper@gmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"36593","email":"bhabonimana@gmail.com","first_name":"Belyse","last_name":"Habonimana","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Belyse Habonimana","language":"French","canceldate":"2023-04-04","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C01076","new_member_date_2":"2020-02-13","phone_2":"5879261308","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"285784","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C01076","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-23","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2021-12-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"bhabonimana@gmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"36410","email":"lisa_li0108@hotmail.com","first_name":"Yuan","last_name":"Li","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Yuan Li","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"647","members_type":"AST","do_id":"L25A01486","new_member_date_2":"2016-06-23","phone_2":"6479880108","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"244253","intcode":"06","blocnote":"June 12 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A01486","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-03-29","pcl_status":"P","pcl_completion_date":"2016-10-02","pf1_status":"P","pf1_completion_date":"2017-01-15","pf2_status":"F","pf2_completion_date":"2023-09-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-11-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"lisa_li0108@hotmail.com","pcl_completion_date_5":"2021-10-02","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-15T16:26:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","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","session_id":"call_ac4610398bc7b6d540be7574b1f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ac4610398bc7b6d540be7574b1f"}},"seriesid":"163"}
{"contact":{"id":"35586","email":"htfb.jackie@gmail.com","first_name":"Jackie","last_name":"Doelker","phone":"2507406213","orgname":"Vancouver Island University","customer_acct_name":"Vancouver Island University","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jackie Doelker","language":"English","canceldate":"2024-11-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C01741","new_member_date_2":"2021-09-17","phone_2":"2507510206","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"305071","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C01741","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-03-24","pcl_status":"P","pcl_completion_date":"2022-02-06","pf1_status":"P","pf1_completion_date":"2022-04-05","pf2_status":"P","pf2_completion_date":"2022-11-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"htfb.jackie@gmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"36601","email":"mollytclim@gmail.com","first_name":"Molly","last_name":"Lim","phone":"7802670409","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Molly Lim","language":"English","canceldate":"2023-01-03","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01859","new_member_date_2":"2022-02-09","phone_2":"7802670409","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"307410","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":"L25C01859","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-03-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mollytclim@gmail.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"36294","email":"pjgrey@alumni.uwaterloo.ca","first_name":"Peter","last_name":"Grey","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Peter Grey","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C01288","new_member_date_2":"2020-09-21","phone_2":"5194333847","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"292788","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C01288","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-07","pcl_status":"P","pcl_completion_date":"2021-01-05","pf1_status":"P","pf1_completion_date":"2022-09-04","pf2_status":"P","pf2_completion_date":"2023-10-24","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"pjgrey@alumni.uwaterloo.ca","pcl_completion_date_5":"2026-01-05","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"36502","email":"sammt@telus.net","first_name":"Sam","last_name":"Talo","phone":"","orgname":"Vancouver Film School","customer_acct_name":"Vancouver Film School","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Sam Talo","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"604","members_type":"AST","do_id":"L25A01494","new_member_date_2":"2021-06-21","phone_2":"6045127221","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"251291","intcode":"10","blocnote":"June 12 2025 in a meeting\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 callback scheduled after six","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:08:26-04:00","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A01494","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2022-04-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sammt@telus.net","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-13T14:08:26-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent called Sam to discuss his lapsed Associate membership with the National Payroll Institute but Sam was at work and unable to take the call. A callback was scheduled for after six o'clock.","aitm_callsummarytitle":"Callback Scheduled with Sam","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_563de3cd50a7e420f8c805ac5b9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_563de3cd50a7e420f8c805ac5b9","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"35821","email":"amberdaffern92@gmail.com","first_name":"Amber","last_name":"Daffern","phone":"2898801386","orgname":"Bartels Group","customer_acct_name":"Bartels Group","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Amber Daffern","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"289","members_type":"CAND","do_id":"L25C02769","new_member_date_2":"2022-08-12","phone_2":"2898801386","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"315453","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C02769","last_act_type":"2023-04-08","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-04-16","pf2_status":"P","pf2_completion_date":"2023-07-29","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC \/ 13 November 2025 At work call back","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T15:40:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"amberdaffern92@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
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{"contact":{"id":"36226","email":"nazam2944@gmail.com","first_name":"Nazam","last_name":"Kaur","phone":"","orgname":"Nanak Foods","customer_acct_name":"Nanak Foods","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nazam Kaur","language":"English","canceldate":"2023-10-03","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01041","new_member_date_2":"2022-08-03","phone_2":"7783859509","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"284112","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01041","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-06-20","pcl_status":"P","pcl_completion_date":"2021-02-21","pf1_status":"F","pf1_completion_date":"2022-10-12","pf2_status":"P","pf2_completion_date":"2023-02-26","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"nazam2944@gmail.com","pcl_completion_date_5":"2026-02-21","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35910","email":"jswift2@myseneca.ca","first_name":"Jaelyn","last_name":"Swift","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jaelyn Swift","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C02011","new_member_date_2":"2022-01-18","phone_2":"4372138871","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308788","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C02011","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-12-15","pcl_status":"F","pcl_completion_date":"2023-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jswift2@myseneca.ca","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"35970","email":"tamagutch_mrg@yahoo.com","first_name":"Maritess","last_name":"Leyba","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Maritess Leyba","language":"English","canceldate":"2023-08-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C02518","new_member_date_2":"2022-06-07","phone_2":"5878768708","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313777","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":"L25C02518","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-06","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-11-09","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"tamagutch_mrg@yahoo.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36291","email":"aiairoque@yahoo.com","first_name":"Iralis","last_name":"Roque","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Iralis Pineda Roque","language":"English","canceldate":"2024-02-03","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"AST","do_id":"L25A01476","new_member_date_2":"2018-12-04","cert_status":"PENDING","phone_2":"6473481555","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"238142","intcode":"03","blocnote":"June 12 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call initiated but no conversation occurred","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:25:43-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A01476","temp_intcode_for_auto_old_int_code":"03","last_act_type":"2022-11-30","pcl_status":"P","pcl_completion_date":"2015-11-23","pf1_status":"P","pf1_completion_date":"2015-12-20","pf2_status":"P","pf2_completion_date":"2016-01-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-07-05","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"aiairoque@yahoo.com","pcl_completion_date_5":"2020-11-23","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-25T11:25:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"10","npi_transcriptsummary":"The agent attempted to reach Iralis but the call was very brief and ended without any conversation or task completion.","aitm_callsummarytitle":"No conversation with contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0e050b3413126a41ba0dcc5598c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0e050b3413126a41ba0dcc5598c","mini_nps":"3","old_int_code":"6","number_of_calls_reached":"6"}},"seriesid":"163"}
{"contact":{"id":"36220","email":"djs_1889@icloud.com","first_name":"Janet","last_name":"Laurente","phone":"7806088519","orgname":"Alberta Health Services\rHR Shared Services, Payroll Operations","customer_acct_name":"Alberta Health Services\rHR Shared Services, Payroll Operations","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Janet Laurente, PCP","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","do_id":"","new_member_date_2":"2021-05-11","cert_status":"ACTIVE","phone_2":"4033973671","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"300843","organization_id":"125360","temp_do_id_for_auto_old_do_id":"L25C01571","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-12-01","company_paid_thru":"2026-11-30","pcl_status":"P","pcl_completion_date":"2021-07-26","pf1_status":"P","pf1_completion_date":"2021-09-05","pf2_status":"P","pf2_completion_date":"2021-10-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-06-21","number_of_passed_courses":"4","paid_thru":"2026-11-30","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"djs_1889@icloud.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01571","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36056","email":"walkermarnie1123@gmail.com","first_name":"Marnie","last_name":"Walker","phone":"","orgname":"Reko Internatinal","customer_acct_name":"Reko Internatinal","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Marnie Walker","language":"English","canceldate":"2024-03-02","time_zone":"2","area_code":"226","members_type":"CAND","do_id":"L25C01795","new_member_date_2":"2022-01-14","phone_2":"2263460708","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"306479","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C01795","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-11-04","last_act_type":"2023-11-04","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"F","pf1_completion_date":"2023-01-09","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"walkermarnie1123@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"36560","email":"tepatram@yahoo.ca","first_name":"Marta","last_name":"Godoy","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Marta Godoy","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"AST","do_id":"L25A01499","new_member_date_2":"2017-08-14","cert_status":"WITHDRAWN_CPE","phone_2":"9058237632","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"254811","intcode":"06","blocnote":"June 13 2025 vm\n2026 May 08 call reached voicemail, no human answer\n2026 May 11 voicemail reached, no contact made\n2026 May 13 call reached voicemail\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:49-04:00","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A01499","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-07-19","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2017-12-18","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":"2018-05-18","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"tepatram@yahoo.ca","pcl_completion_date_5":"2022-12-18","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:26:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to the contact but reached voicemail without any conversation taking place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_15c11c38d58b7abab2c268f7d89","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_15c11c38d58b7abab2c268f7d89"}},"seriesid":"163"}
{"contact":{"id":"35842","email":"c.caso@outlook.com","first_name":"Carmine","last_name":"Caso","phone":"","orgname":"Napul'e' Food and Wine","customer_acct_name":"Napul'e' Food and Wine","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Carmine Caso","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"1","area_code":"506","members_type":"CAND","do_id":"L25C01248","new_member_date_2":"2020-08-17","cert_status":"PENDING","phone_2":"5063645360","province":"NB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"291315","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C01248","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-03-08","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2021-08-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-08","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"c.caso@outlook.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"35764","email":"enelson@cornerstonecs.ca","first_name":"Emily-Anne","last_name":"Nelson","phone":"4039233123","orgname":"Cornerstone Corporate Services","customer_acct_name":"Cornerstone Corporate Services","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Emily-Anne Nelson","language":"English","canceldate":"2024-05-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01516","new_member_date_2":"2021-03-25","phone_2":"5874325938","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"299437","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C01516","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-27","pcl_status":"P","pcl_completion_date":"2021-07-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"enelson@cornerstonecs.ca","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"36293","email":"naatishdutt@gmail.com","first_name":"Natish","last_name":"Sharma","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Natish Sharma","language":"English","canceldate":"2023-04-04","time_zone":"3","area_code":"431","members_type":"CAND","do_id":"L25C00796","new_member_date_2":"2021-05-13","phone_2":"4313362440","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"258770","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25C00796","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-05-13","pcl_status":"P","pcl_completion_date":"2018-04-01","pf1_status":"P","pf1_completion_date":"2018-11-18","pf2_status":"P","pf2_completion_date":"2019-07-14","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"naatishdutt@gmail.com","pcl_completion_date_5":"2023-04-01","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"36312","email":"ashley_benevides@hotmail.com","first_name":"Ashley","last_name":"Benevides","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ashley Benevides","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C02827","new_member_date_2":"2022-08-23","phone_2":"9057461528","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315851","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":"L25C02827","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-10","pcl_status":"P","pcl_completion_date":"2023-05-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ashley_benevides@hotmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35361","email":"dantmcphee@gmail.com","first_name":"Daniel","last_name":"McPhee","phone":"7054711620","orgname":"Ferrovial Services Canada","customer_acct_name":"Ferrovial Services Canada","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Daniel McPhee","language":"English","canceldate":"2024-07-03","cpa_certification":"PCP","time_zone":"2","area_code":"705","members_type":"CAND","do_id":"L25C00958","new_member_date_2":"2020-05-27","cert_status":"PENDING","phone_2":"7054923935","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"278271","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C00958","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-03-22","pcl_status":"P","pcl_completion_date":"2019-09-30","pf1_status":"P","pf1_completion_date":"2019-11-18","pf2_status":"P","pf2_completion_date":"2019-12-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-11","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"dantmcphee@gmail.com","pcl_completion_date_5":"2024-09-30","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"34612","email":"meltutton70@gmail.com","first_name":"Melissa","last_name":"Tutton","phone":"7573215622","orgname":"Dollar Tree","customer_acct_name":"Dollar Tree","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"290664","full_name":"Melissa Tutton, CPP","do_id":"L25A01066","language":"English","canceldate":"2022-09-02","time_zone":"2","area_code":"757","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":"VA","intcode":"06","blocnote":"june 10 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail\n2026 May 15 call reached voicemail for Melissa Totten","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","paid_thru":"2022-06-30","temp_do_id_for_auto_old_do_id":"L25A01066","temp_intcode_for_auto_old_int_code":"6","phone_2":"7045163680","last_act_type":"2021-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"meltutton70@gmail.com","formatted_paid_thru":"30\/06\/2022","latest_paid_thru":"2022-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"No conversation happened.","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":"ended","session_id":"call_f7026108ad66a7b981e122db8e7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f7026108ad66a7b981e122db8e7","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"35996","email":"enitanp@yahoo.com","first_name":"Enitan","last_name":"Ikhuoriah","phone":"","orgname":"YWCA","customer_acct_name":"YWCA","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Enitan Ikhuoriah","language":"English","canceldate":"2024-06-04","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C01544","new_member_date_2":"2021-04-19","phone_2":"3068076702","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"300364","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C01544","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-04","pcl_status":"P","pcl_completion_date":"2021-10-17","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2023-04-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"enitanp@yahoo.com","pcl_completion_date_5":"2026-10-17","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"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, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"13522","full_name":"Hanna Forfa","language":"English","canceldate":"2022-10-04","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"1998-07-29","lead_status":"Refused","no_email_solicitation":"False","pds_march":"18","cert_status":"WITHDRAWN_CPE","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","cpa_certification":"CPM","intcode":"01","blocnote":"number not in service\n2026-05-08 invalid phone destination, phone: +15197536839\n2026 May 08 contact not available, no message left\n2026-05-11 invalid phone destination, phone: +15197536839\n2026 May 11 contact retired five years ago and not interested in renewing","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:48-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","pds_july":"18","paid_thru":"2022-07-31","temp_do_id_for_auto_old_do_id":"L25A00514","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2022-07-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:31:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f5e384d5a32073739e22b83529e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f5e384d5a32073739e22b83529e","npi_transcriptsummary":"The agent reached Hanna and informed her about the lapsed membership. Hanna stated she retired five years ago, indicating she is no longer interested in renewing. The call ended shortly after without further survey questions.","aitm_callsummarytitle":"Contact retired and not renewing membership","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"Hanna retired five years ago and is not interested in renewing.","initialvalue":"Other","othermemberbenefit":"Retired","astotherreasonsnottorenew":"Retired five years ago","age_range":"61+","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","number_of_calls_reached":"2","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A00514"}},"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","latest_paid_thru":"2026-10-31","cpa_certification":"PCP"}},"seriesid":"163"}
{"contact":{"id":"35488","email":"a.matataveras@gmail.com","first_name":"Andy","last_name":"Taveras","phone":"5142955966","orgname":"9467-2532 Quebec Inc.","customer_acct_name":"9467-2532 Quebec Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Andy Michael Mata Taveras","language":"French","canceldate":"2023-08-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C02470","new_member_date_2":"2022-06-15","phone_2":"5142955966","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313400","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":"L25C02470","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-15","pcl_status":"F","pcl_completion_date":"2022-10-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"a.matataveras@gmail.com","pcl_completion_date_5":"2027-10-30","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36104","email":"cpenn374@mtroyal.ca","first_name":"Christine","last_name":"Penner","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Christine Penner","language":"English","canceldate":"2023-10-03","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02802","new_member_date_2":"2022-08-18","phone_2":"4038701396","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315727","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":"L25C02802","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-17","pcl_status":"P","pcl_completion_date":"2022-12-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"cpenn374@mtroyal.ca","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"36491","email":"koromasandra@gmail.com","first_name":"Sandra","last_name":"Koroma","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Sandra Koroma","language":"English","canceldate":"2024-03-02","time_zone":"2","area_code":"647","members_type":"AST","do_id":"L25A01493","new_member_date_2":"2023-01-26","phone_2":"6475621453","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"249674","intcode":"06","blocnote":"June 12 2025 vm\n2026 May 08 contact requested callback at 3 PM\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no message left\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:39-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25A01493","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-01-26","pcl_status":"F","pcl_completion_date":"2017-04-23","pf1_status":"F","pf1_completion_date":"2018-01-07","pf2_status":"F","pf2_completion_date":"2023-05-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"koromasandra@gmail.com","pcl_completion_date_5":"2022-04-23","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:36:44-04:00","number_of_call_attempts":"9","number_of_total_call_attempts":"9","npi_call_back_date_and_time":"2026-05-08T15:00:00-04:00","npi_call_back_time_hour":"15","npi_call_back_time_minute":"00","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"10","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ce3266c2cff0ec680489ceaf28c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ce3266c2cff0ec680489ceaf28c"}},"seriesid":"163"}
{"contact":{"id":"35264","email":"hilaryzorgdrager@gmail.com","first_name":"Hilary","last_name":"Zorgdrager","phone":"5195710722","orgname":"Marillac Place","customer_acct_name":"Marillac Place","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Hilary Zorgdrager","language":"English","canceldate":"2025-02-04","cpa_certification":"PCP","extension_phone_1":"2","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C01949","new_member_date_2":"2021-12-21","cert_status":"PENDING","phone_2":"5195044790","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308300","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C01949","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-11-21","pcl_status":"P","pcl_completion_date":"2022-04-10","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2023-01-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-07-21","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"hilaryzorgdrager@gmail.com","pcl_completion_date_5":"2027-04-10","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"36195","email":"jannamacmillan@hotmail.com","first_name":"Janna","last_name":"MacMillan","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Janna MacMillan","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"226","members_type":"CAND","do_id":"L25C02813","new_member_date_2":"2022-08-25","phone_2":"2266006498","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315804","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":"L25C02813","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-29","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-05-01","pf2_status":"P","pf2_completion_date":"2023-09-12","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"jannamacmillan@hotmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"35782","email":"susan.greenwood19@gmail.com","first_name":"Susan","last_name":"Greenwood","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Susan Greenwood, CPB","language":"English","canceldate":"2023-11-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01763","new_member_date_2":"2021-09-23","phone_2":"9053398608","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"305484","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25C01763","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-02-02","last_act_type":"2022-01-08","pcl_status":"P","pcl_completion_date":"2022-01-16","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"susan.greenwood19@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"35452","email":"wmcphee1@shaw.ca","first_name":"Wendy","last_name":"Housechild","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Wendy Housechild","language":"English","canceldate":"2023-05-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C01478","new_member_date_2":"2021-03-02","phone_2":"6045302396","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"298612","temp_do_id_for_auto_old_do_id":"L25C01478","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-04-19","pcl_status":"F","pcl_completion_date":"2021-07-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"wmcphee1@shaw.ca","pcl_completion_date_5":"2026-07-05"}},"seriesid":"163"}
{"contact":{"id":"35386","email":"nvh04101989@gmail.com","first_name":"Ha","last_name":"Nguyen","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ha Viet Nguyen","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02207","new_member_date_2":"2022-03-22","phone_2":"6473215357","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311347","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C02207","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-23","pcl_status":"P","pcl_completion_date":"2022-10-19","pf1_status":"P","pf1_completion_date":"2022-10-24","pf2_status":"P","pf2_completion_date":"2023-03-19","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"nvh04101989@gmail.com","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"35165","email":"marsbaldisimo7428@gmail.com","first_name":"Mauricio","last_name":"Baldisimo","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mauricio Baldisimo","language":"English","canceldate":"2023-02-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C01939","new_member_date_2":"2021-12-17","phone_2":"5875966443","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308255","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01939","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-17","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":"marsbaldisimo7428@gmail.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
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{"contact":{"id":"36223","email":"audrey.anne.grenier@gmail.com","first_name":"Audrey-Anne","last_name":"Grenier","phone":"4509225645","orgname":"Lauzon Guimont CPA Inc.","customer_acct_name":"Lauzon Guimont CPA Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Audrey-Anne Grenier","language":"French","canceldate":"2023-08-02","time_zone":"2","area_code":"450","members_type":"CAND","do_id":"L25C02542","new_member_date_2":"2022-06-10","phone_2":"5146607206","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"313946","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C02542","last_act_type":"2022-06-15","pcl_status":"P","pcl_completion_date":"2020-01-12","pf1_status":"F","pf1_completion_date":"2022-10-24","pf2_status":"F","pf2_completion_date":"2020-03-15","number_of_passed_courses":"1","intcode":"16","blocnote":"mauvais numero","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:13:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"True","wera":"False","npi_email_temp":"audrey.anne.grenier@gmail.com","pcl_completion_date_5":"2025-01-12","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"35914","email":"sheilafernandez3072008@gmail.com","first_name":"Sheila","last_name":"Alam","phone":"","orgname":"Community Living North Halton","customer_acct_name":"Community Living North Halton","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sheila Alam","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01534","new_member_date_2":"2021-04-14","pds_april":"2","phone_2":"6477816329","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"299878","pds_july":"2","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C01534","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","pds_september":"2","last_act_type":"2022-08-02","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","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"sheilafernandez3072008@gmail.com","pcl_completion_date_5":"2026-09-05","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"36006","email":"fr7online@yahoo.com","first_name":"Mustafa","last_name":"Mohamed","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mustafa Mohamed","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02020","new_member_date_2":"2022-01-13","phone_2":"6478646993","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308918","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C02020","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-15","pcl_status":"F","pcl_completion_date":"2022-04-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fr7online@yahoo.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"36273","email":"ckdzendzara@shaw.ca","first_name":"Charleen","last_name":"Dzendzara","phone":"2049572500","orgname":"Manitoba Liquor and Lotteries","customer_acct_name":"Manitoba Liquor and Lotteries","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Charleen Dzendzara","language":"English","canceldate":"2023-04-04","time_zone":"3","area_code":"204","members_type":"CORP","do_id":"","new_member_date_2":"2021-05-13","phone_2":"2046616318","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"258586","organization_id":"9725","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"L25C00794","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-12-08","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2018-07-16","pf1_status":"P","pf1_completion_date":"2021-08-29","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"ckdzendzara@shaw.ca","pcl_completion_date_5":"2023-07-16","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00794","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35836","email":"fawadrind@gmail.com","first_name":"Fawad","last_name":"Sarwar","phone":"9054773971","orgname":"CarltonOne Engagement","customer_acct_name":"CarltonOne Engagement","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Fawad Sarwar","language":"English","canceldate":"2024-11-02","extension_phone_1":"245","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01004","new_member_date_2":"2019-09-16","phone_2":"6477202497","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"280710","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C01004","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-26","pcl_status":"P","pcl_completion_date":"2019-12-23","pf1_status":"P","pf1_completion_date":"2020-04-19","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"fawadrind@gmail.com","pcl_completion_date_5":"2024-12-23","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
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{"contact":{"id":"35824","email":"gierullo@hotmail.com","first_name":"Gina","last_name":"Ierullo","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Gina Ierullo","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02247","new_member_date_2":"2022-04-25","phone_2":"6472318676","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311776","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C02247","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-07-06","pcl_status":"P","pcl_completion_date":"2022-08-21","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2023-03-19","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"gierullo@hotmail.com","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"34596","email":"bowers_rose@hotmail.com","first_name":"Rosalie","last_name":"Bowers","phone":"5198307229","orgname":"Isara Corp","customer_acct_name":"Isara Corp","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"18173","full_name":"Rosalie Bowers","language":"English","canceldate":"2022-03-02","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2019-01-24","lead_status":"Refused","no_email_solicitation":"False","pds_march":"1","pipeline_1_lapsed_members":"Refused Lapsed","province":"ON","blocnote":"june 10 2025 completed\n2026 May 08 contact answered and said she retired, not renewing membership","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":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"1","paid_thru":"2021-12-31","temp_do_id_for_auto_old_do_id":"L25A00519","temp_intcode_for_auto_old_int_code":"1","pds_august":"1","phone_2":"5192799805","pds_september":"1","last_infoline_date_type":"2019-09-26","last_act_type":"2020-11-17","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:22-04:00","pds_november":"1","npi_email_temp":"bowers_rose@hotmail.com","formatted_paid_thru":"31\/12\/2021","latest_paid_thru":"2021-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:22-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted Rosalie to discuss her lapsed Associate membership with the National Payroll Institute. Rosalie informed the agent that she has retired, which likely ended the call shortly after.","aitm_callsummarytitle":"User retired, not renewing membership","notrenewedwanttorenew":"No","onesentencenotrenewed":"The user has retired and is not renewing the membership.","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_do_id":"L25A00519","session_id":"call_cf2623b818df85ff488ff22c46e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cf2623b818df85ff488ff22c46e","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"34595","email":"lee.shiloh@wolterskluwer.com","first_name":"Lee","last_name":"Shiloh","phone":"8472816348","orgname":"Wolters Kluwer","customer_acct_name":"Wolters Kluwer","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"290030","full_name":"Lee Shiloh","do_id":"L25A01061","language":"English","canceldate":"2023-08-02","time_zone":"3","area_code":"847","members_type":"AST","new_member_date_2":"2020-07-02","lead_status":"Lapsed Member","no_email_solicitation":"False","pipeline_1_lapsed_members":"Lapsed Members","province":"CA","intcode":"06","blocnote":"june 9 2025 vm\r\nLN \/ 23 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 voicemail reached, no contact with Lee\n2026 May 13 voicemail reached, no human answer\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:39-04:00","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A01061","temp_intcode_for_auto_old_int_code":"6","phone_2":"9099199332","last_act_type":"2022-05-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lee.shiloh@wolterskluwer.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Lee but went to voicemail, 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","session_id":"call_24e892cba9fbc36a1b1dcb24ce5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_24e892cba9fbc36a1b1dcb24ce5","mini_nps":"3"}},"seriesid":"163"}
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{"contact":{"id":"35934","email":"gurpreetgoraya6@gmail.com","first_name":"Gurpreet","last_name":"Goraya","phone":"5149988876","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Gurpreet Singh Goraya","language":"English","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C02782","phone_2":"5149988876","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315586","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C02782","temp_intcode_for_auto_old_int_code":"21","canceldate":"2023-10-03","new_member_date_2":"2022-08-15","paid_thru":"2023-07-31","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2022-12-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"gurpreetgoraya6@gmail.com","pcl_completion_date_5":"2027-12-18","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"36493","email":"assa_adhepeau@yahoo.com","first_name":"Assa","last_name":"Niakate","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Assa Niakate","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"418","members_type":"CAND","do_id":"L25C02067","new_member_date_2":"2022-03-07","phone_2":"4189445682","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"309509","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":"L25C02067","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-03","pf1_status":"F","pf1_completion_date":"2022-08-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"assa_adhepeau@yahoo.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"36303","email":"tracy2008xu@gmail.com","first_name":"Yali","last_name":"Xu","phone":"3068800638","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yali Xu","language":"English","canceldate":"2023-10-03","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C02826","new_member_date_2":"2022-08-23","phone_2":"3068800638","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315840","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":"L25C02826","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-22","pcl_status":"F","pcl_completion_date":"2022-12-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tracy2008xu@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35603","email":"glenx29@yahoo.com","first_name":"Glann","last_name":"Romero","phone":"7807815117","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Glann Romero","language":"English","canceldate":"2023-10-03","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02744","new_member_date_2":"2022-08-08","phone_2":"7806785253","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315331","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":"L25C02744","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-08","pcl_status":"P","pcl_completion_date":"2022-10-24","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":"glenx29@yahoo.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"36522","email":"brittanylainereimer@gmail.com","first_name":"Brittany","last_name":"Reimer","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Brittany Reimer","language":"English","canceldate":"2023-03-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01850","new_member_date_2":"2022-01-24","phone_2":"7802362231","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"307139","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01850","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-24","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":"brittanylainereimer@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"35973","email":"karenfayeballad@yahoo.com","first_name":"Karen","last_name":"Ballad","phone":"7809444311","orgname":"The City of Edmonton-Human Resources","customer_acct_name":"The City of Edmonton-Human Resources","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Karen Ballad","language":"English","canceldate":"2023-03-02","time_zone":"4","area_code":"780","members_type":"CORP","do_id":"","new_member_date_2":"2022-01-25","phone_2":"7803946403","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"308869","organization_id":"7054","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"L25C02017","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-24","company_paid_thru":"2027-04-30","pcl_status":"P","pcl_completion_date":"2022-05-22","pf1_status":"F","pf1_completion_date":"2023-01-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-13","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"karenfayeballad@yahoo.com","pcl_completion_date_5":"2027-05-22","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02017","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36172","email":"vki1020@gmail.com","first_name":"Wing","last_name":"Ma","phone":"6046754000","orgname":"Provincial Health Services Authority","customer_acct_name":"Provincial Health Services Authority","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Wing Kei Vicki Ma, PCP","language":"English","canceldate":"2023-07-18","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2022-07-12","cert_status":"ACTIVE","phone_2":"7783186668","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed DEL","pipeline_1_lapsed_members":"","individual_id":"283797","organization_id":"7307","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2507641","old_do_id":"LB2507641","last_act_type":"2026-06-01","company_paid_thru":"2026-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2020-03-01","pf1_status":"P","pf1_completion_date":"2022-10-12","pf2_status":"P","pf2_completion_date":"2022-12-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-11-06","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"vki1020@gmail.com","pcl_completion_date_5":"2025-03-01","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","corp_cancel_date":"2000-06-05","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35617","email":"k_luong@hotmail.com","first_name":"Moc","last_name":"Luong","phone":"6047326124","orgname":"Lululemon Athletica","customer_acct_name":"Lululemon Athletica","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Moc Dung Luong, PCP","language":"English","canceldate":"2023-09-25","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","do_id":"","new_member_date_2":"2021-09-15","cert_status":"ACTIVE","phone_2":"6476562208","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"305096","organization_id":"85283","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C01745","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-02-28","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2022-01-16","pf1_status":"P","pf1_completion_date":"2022-05-01","pf2_status":"P","pf2_completion_date":"2023-05-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-02","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"k_luong@hotmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01745","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36545","email":"xingxin0623@msn.com","first_name":"Xin","last_name":"Xing","phone":"7789866623","orgname":"Provincial Health Services Authority","customer_acct_name":"Provincial Health Services Authority","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Xin Xing, PCP","language":"English","canceldate":"2024-12-06","time_zone":"5","area_code":"778","members_type":"CORP","new_member_date_2":"2022-02-11","phone_2":"7789866623","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"309538","organization_id":"241256","cert_status":"ACTIVE","pipeline_2_members_only_ast":"","cpa_certification":"PCP","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2507694","old_do_id":"LB2507694","last_act_type":"2025-07-31","company_paid_thru":"2027-01-31","date_of_renewal_identification":"2025-10-08","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-06-19","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"xingxin0623@msn.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36301","email":"chanaamandeep@yahoo.ca","first_name":"Amanpreet","last_name":"Chana","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Amanpreet Chana","language":"English","canceldate":"2023-01-05","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C01824","new_member_date_2":"2021-11-03","phone_2":"5199924130","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"306864","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01824","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-03-11","pcl_status":"P","pcl_completion_date":"2022-01-30","pf1_status":"P","pf1_completion_date":"2022-05-29","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"chanaamandeep@yahoo.ca","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"36100","email":"maggielopez123@gmail.com","first_name":"Margarita","last_name":"Cantero","phone":"5142401450","orgname":"","customer_acct_name":"","tags":"npiAlert4, npiAlert12, npiAlert13, npiAlert17, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Margarita Lopez Cantero","language":"English","canceldate":"2023-09-15","time_zone":"2","area_code":"514","members_type":"AST","do_id":"L25A02641","new_member_date_2":"2013-10-23","pds_april":"7","phone_2":"5142401450","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"220294","intcode":"01","blocnote":"2026 Mar 02 contact answered and completed survey with low satisfaction","dhmsfin_telemarketing_last_contacted_date":"2026-03-02T10:37:06-05:00","pds_july":"7","paid_thru":"2025-10-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"AST2216","temp_do_id_for_auto_old_do_id":"L25A02641","temp_intcode_for_auto_old_int_code":"01","pds_august":"7","pds_september":"7","last_infoline_date_type":"2025-04-03","last_act_type":"2025-04-03","sendpreexpirationemail":"2025-10-14T13:53:00-04:00","mini_nps":"1","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":"","last_engaged_date":"2025-10-16","old_int_code":"2","pcl_status":"P","pcl_completion_date":"2014-04-21","pf1_status":"F","pf1_completion_date":"2021-08-03","number_of_passed_courses":"1","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"maggielopez123@gmail.com","aitm_status_called":"2026-03-02T10:37:05-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent successfully reached Margarita Cantero and conducted a brief survey regarding her lapsed NPI membership. Margarita indicated her initial reason for joining was to receive help with complex payroll compliance issues and rated her satisfaction as very low. The call ended with the agent encouraging continued membership, but Margarita did not express intent to renew during the call.","aitm_callsummarytitle":"Survey completed with low satisfaction, no renewal intent","notrenewedwanttorenew":"No","initialvalue":"Help with Complex","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":"2019-04-21","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"35297","email":"johyan8@hotmail.com","first_name":"Johane","last_name":"Dubois","phone":"8334520092","orgname":"Helse Group Inc.","customer_acct_name":"Helse Group Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Johane Dubois","language":"French","canceldate":"2023-05-02","time_zone":"2","area_code":"833","members_type":"CAND","do_id":"L25C02199","new_member_date_2":"2022-03-18","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"311261","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02199","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-17","pcl_status":"P","pcl_completion_date":"2022-07-17","pf1_status":"F","pf1_completion_date":"2022-08-04","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"johyan8@hotmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"36565","email":"anniefa9@videotron.ca","first_name":"Annie","last_name":"Deslandes","phone":"4507710400","orgname":"Olymel S.E.C","customer_acct_name":"Olymel S.E.C","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Annie Deslandes","language":"French","canceldate":"2023-04-04","time_zone":"2","area_code":"450","members_type":"CAND","do_id":"","new_member_date_2":"2022-02-03","phone_2":"5148219305","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND reached 3 years limit for renewal","intcode":"21","individual_id":"309553","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"L25C02074","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-12-10","last_act_type":"2026-05-22","company_paid_thru":"2027-02-28","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"anniefa9@videotron.ca","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02074","ln_entered_date":"2026-05-27"}},"seriesid":"163"}
{"contact":{"id":"35801","email":"mgrover1975@gmail.com","first_name":"Monika","last_name":"Grover","phone":"","orgname":"Providence Health Care Research Institute","customer_acct_name":"Providence Health Care Research Institute","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Monika Grover","language":"English","canceldate":"2023-12-02","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"AST","new_member_date_2":"2021-10-25","cert_status":"WITHDRAWN","phone_2":"7782372014","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"189992","intcode":"01","blocnote":"June 11 2025 vm\n2026 May 08 call reached voicemail not initialized by customer\n2026 May 11 contact answered and completed survey questions but declined to renew, no reason given","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:08:25-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A01435","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2022-09-30","pcl_status":"P","pcl_completion_date":"2012-01-11","pf1_status":"P","pf1_completion_date":"2012-05-01","pf2_status":"P","pf2_completion_date":"2012-12-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-08-09","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"mgrover1975@gmail.com","pcl_completion_date_5":"2017-01-11","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-13T14:08:25-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent successfully reached Monika and conducted a membership survey for the National Payroll Institute. Monika shared her initial reason for joining, satisfaction rating, and age range but declined to renew her membership without specifying a clear reason before the call ended. The call ended without the agent receiving a refusal reason or sending a renewal email.","aitm_callsummarytitle":"Membership survey completed, renewal declined","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9250ad9a448d8bf67b157d8063a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9250ad9a448d8bf67b157d8063a","mini_nps":"3","initialvalue":"Stay Current","age_range":"46-60","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01435","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"35639","email":"angie_debeaudrap@hotmail.com","first_name":"Angela","last_name":"Debeaudrap","phone":"2505886284","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Angela Debeaudrap","language":"English","canceldate":"2024-10-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C00734","new_member_date_2":"2023-08-04","phone_2":"2505886284","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"217092","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C00734","last_act_type":"2023-12-21","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 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T14:31:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"angie_debeaudrap@hotmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
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{"contact":{"id":"36434","email":"glenna.baldwin@evrazna.com","first_name":"Glenna","last_name":"Baldwin","phone":"3125333535","orgname":"EVRAZ North America, Inc.","customer_acct_name":"EVRAZ North America, Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Glenna Baldwin","language":"English","canceldate":"2023-09-02","time_zone":"3","area_code":"312","members_type":"CAND","do_id":"L25C02562","new_member_date_2":"2022-07-15","phone_2":"6307305435","province":"IL","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314156","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02562","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-01-27","last_act_type":"2023-01-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"glenna.baldwin@evrazna.com","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"36087","email":"joseph.tyan.ccs@gmail.com","first_name":"Joseph","last_name":"Tyan","phone":"5145241001","orgname":"Clinique M\u00e9dicale L'actuel","customer_acct_name":"Clinique M\u00e9dicale L'actuel","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Joseph Tyan","language":"French","canceldate":"2023-10-03","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C02800","new_member_date_2":"2022-08-18","phone_2":"5149749462","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315698","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":"L25C02800","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-29","pcl_status":"F","pcl_completion_date":"2022-11-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"joseph.tyan.ccs@gmail.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"36115","email":"duchess2019@yahoo.com","first_name":"Cristina","last_name":"Manlangit","phone":"4034974430","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Cristina Manlangit","language":"English","canceldate":"2023-08-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02532","new_member_date_2":"2022-06-10","phone_2":"4034974430","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"313876","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C02532","last_act_type":"2022-10-06","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"F","pf1_completion_date":"2022-11-09","number_of_passed_courses":"1","trc":"True","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:00:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"duchess2019@yahoo.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36252","email":"shafeeq_chaudhry@hotmail.com","first_name":"Shafiq","last_name":"Choudhry","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Shafiq Choudhry","language":"English","canceldate":"2023-02-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C00792","new_member_date_2":"2017-12-06","phone_2":"3065508786","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"258515","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C00792","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-10-19","pcl_status":"F","pcl_completion_date":"2020-02-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shafeeq_chaudhry@hotmail.com","pcl_completion_date_5":"2025-02-18","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"36209","email":"eunicedadis030885@gmail.com","first_name":"Eunice","last_name":"Bolos","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Eunice Bolos","language":"English","canceldate":"2023-01-05","time_zone":"3","area_code":"639","members_type":"CAND","do_id":"L25C01813","new_member_date_2":"2021-11-02","phone_2":"6393180058","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"306761","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01813","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-02-11","pcl_status":"P","pcl_completion_date":"2022-01-30","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"eunicedadis030885@gmail.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"36035","email":"k.ewanek@gmail.com","first_name":"Kristyn","last_name":"Ewanek","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kristyn Ewanek","language":"English","canceldate":"2023-10-03","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C02794","new_member_date_2":"2022-08-22","phone_2":"5872232295","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315645","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":"L25C02794","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-19","pcl_status":"P","pcl_completion_date":"2022-11-27","pf1_status":"F","pf1_completion_date":"2023-02-06","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"k.ewanek@gmail.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35826","email":"nauales@gmail.com","first_name":"Nauale","last_name":"Jorge","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nauale De Jesus Simoes Jorge","language":"English","canceldate":"2023-01-05","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C01003","new_member_date_2":"2019-11-21","phone_2":"2043334407","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"280686","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01003","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-11","pcl_status":"P","pcl_completion_date":"2020-03-01","pf1_status":"P","pf1_completion_date":"2020-10-18","pf2_status":"F","pf2_completion_date":"2021-03-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-08-31","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"nauales@gmail.com","pcl_completion_date_5":"2025-03-01","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"36213","email":"chayanmarwah2000@icloud.com","first_name":"Chayan","last_name":"Marwah","phone":"7787984264","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Chayan Marwah","language":"English","canceldate":"2024-11-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01570","new_member_date_2":"2023-08-29","phone_2":"7787984264","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"300829","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C01570","last_act_type":"2023-08-29","pcl_status":"F","pcl_completion_date":"2023-12-04","pf1_status":"F","pf1_completion_date":"2022-04-05","pf2_status":"F","pf2_completion_date":"2023-05-28","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T12:46:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"chayanmarwah2000@icloud.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"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","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36274","email":"jenaya.w23@gmail.com","first_name":"Jenaya","last_name":"Weir","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jenaya Weir","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02288","new_member_date_2":"2022-04-14","phone_2":"6472013138","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"312046","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C02288","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-14","pcl_status":"F","pcl_completion_date":"2022-08-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jenaya.w23@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"35835","email":"terence.schultz@protonmail.com","first_name":"Terence","last_name":"Schultz","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Terence Schultz","language":"English","canceldate":"2024-03-02","time_zone":"2","area_code":"416","members_type":"AST","do_id":"L25A01438","new_member_date_2":"2022-01-17","phone_2":"4168934558","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"193382","intcode":"06","blocnote":"11 June 2025 He was busy call him later\n2026 May 08 call reached voicemail, contact not available\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 voicemail reached, no human contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:43-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25A01438","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-08-24","pcl_status":"P","pcl_completion_date":"2012-06-07","pf1_status":"F","pf1_completion_date":"2023-10-24","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"terence.schultz@protonmail.com","pcl_completion_date_5":"2017-06-07","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:26:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent called Terence on behalf of the National Payroll Institute but reached voicemail. The agent left a message and did not speak with a human.","aitm_callsummarytitle":"Voicemail reached, no human contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not available to speak.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"03","astotherreasonsnottorenew":"Contact not available to respond.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_eb68de73825c524c6457acdc98e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_eb68de73825c524c6457acdc98e"}},"seriesid":"163"}
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{"contact":{"id":"35500","email":"vigldanka@gmail.com","first_name":"Dana","last_name":"Viglasova","phone":"6137980931","orgname":"Mental Health Commission of Canada","customer_acct_name":"Mental Health Commission of Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Dana Viglasova","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"613","members_type":"CAND","new_member_date_2":"2023-04-12","pds_april":"2","phone_2":"6137980931","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"207134","pds_july":"2","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C00721","pds_august":"2","pds_september":"2","last_act_type":"2023-11-05","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:35:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","pds_november":"2","npi_email_temp":"vigldanka@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00721","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"35742","email":"alisonmok@hotmail.com","first_name":"Alison","last_name":"Mok","phone":"4162192010","orgname":"SC360 (Ontario) Inc","customer_acct_name":"SC360 (Ontario) Inc","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Alison Nga Yee Mok","language":"English","canceldate":"2023-06-02","cpa_certification":"CPM","time_zone":"2","area_code":"416","members_type":"AST","do_id":"L25A01430","new_member_date_2":"2011-04-05","cert_status":"WITHDRAWN_CPE","phone_2":"4162192010","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"183576","intcode":"06","blocnote":"11 June 2025 VM\r\nLN \/ 18 September 2025 VM\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026-05-13 Dial no answer, phone: +14162192010\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:46-04:00","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25A01430","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-08-18","pf1_status":"P","pf1_completion_date":"2012-02-22","pf2_status":"P","pf2_completion_date":"2013-05-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-02-12","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"alisonmok@hotmail.com","pcl_completion_date_5":"2016-08-18","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:42-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Alison but was forwarded to voicemail after a brief greeting. No conversation with a human took place.","aitm_callsummarytitle":"Call reached voicemail, no human interaction","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_04b221494a9d011a7e863b51657","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_04b221494a9d011a7e863b51657","mini_nps":"3","old_int_code":"05"}},"seriesid":"163"}
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{"contact":{"id":"36325","email":"lisa629wang@gmail.com","first_name":"Yuting","last_name":"Wang","phone":"","orgname":"AWM Alliance Real Estate Group","customer_acct_name":"AWM Alliance Real Estate Group","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yuting Wang","language":"English","canceldate":"2023-03-02","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C00799","new_member_date_2":"2018-01-01","cert_status":"PENDING","phone_2":"6046797654","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"259280","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C00799","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-01-11","pcl_status":"P","pcl_completion_date":"2018-03-21","pf1_status":"P","pf1_completion_date":"2018-06-10","pf2_status":"P","pf2_completion_date":"2018-11-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-07-18","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"lisa629wang@gmail.com","pcl_completion_date_5":"2023-03-21","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
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{"contact":{"id":"35882","email":"charlotte.van2014@gmail.com","first_name":"Wenting","last_name":"Li","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Wenting Li","language":"English","canceldate":"2023-02-02","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C00757","new_member_date_2":"2021-03-16","cert_status":"PENDING","phone_2":"6047570092","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"242286","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25C00757","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-03-16","pcl_status":"P","pcl_completion_date":"2016-06-21","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":"2016-07-15","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"charlotte.van2014@gmail.com","pcl_completion_date_5":"2021-06-21","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"36613","email":"evarist_faria@yahoo.com","first_name":"Evarist","last_name":"Faria","phone":"6472425223","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Evarist Faria","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02861","new_member_date_2":"2022-08-30","phone_2":"6472425223","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316092","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":"L25C02861","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-29","pcl_status":"P","pcl_completion_date":"2022-12-11","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"evarist_faria@yahoo.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"36482","email":"joonas1968@yahoo.ca","first_name":"Sheik","last_name":"Mahamoodally","phone":"9055014761","orgname":"Chartwell Reit","customer_acct_name":"Chartwell Reit","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Sheik Joonas Mahamoodally, PCP","language":"English","canceldate":"2023-09-15","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","do_id":"","new_member_date_2":"2022-02-14","cert_status":"ACTIVE","phone_2":"6472316126","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"309497","organization_id":"76862","paid_thru":"2027-06-30","temp_do_id_for_auto_old_do_id":"L25C02066","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-04-03","last_act_type":"2026-05-13","company_paid_thru":"2027-06-30","pcl_status":"P","pcl_completion_date":"2022-11-27","pf1_status":"P","pf1_completion_date":"2023-03-06","pf2_status":"P","pf2_completion_date":"2023-07-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-02-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"joonas1968@yahoo.ca","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02066","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36633","email":"ethel30977@gmail.com","first_name":"Lilibeth","last_name":"Antonio","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lilibeth Antonio","language":"English","canceldate":"2023-08-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01621","new_member_date_2":"2021-06-03","phone_2":"7807102608","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"301946","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C01621","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-28","pcl_status":"P","pcl_completion_date":"2021-10-24","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":"ethel30977@gmail.com","pcl_completion_date_5":"2026-10-24","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36193","email":"xiongzhen84@gmail.com","first_name":"Zhen","last_name":"Xiong","phone":"","orgname":"Junke Financial Inc.","customer_acct_name":"Junke Financial Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Zhen Xiong","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01038","new_member_date_2":"2020-04-21","cert_status":"PENDING","phone_2":"4162785177","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"283898","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C01038","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-03-28","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":"2021-03-08","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"xiongzhen84@gmail.com","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"36222","email":"mich8169@gmail.com","first_name":"Michelle","last_name":"Menard","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Michelle Menard","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","time_zone":"5","area_code":"250","members_type":"AST","new_member_date_2":"2014-10-08","cert_status":"PENDING","phone_2":"2505168169","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"229495","intcode":"01","blocnote":"June 11 2025 vm\n2026 May 08 voicemail reached, no human contact\n2026 May 11 contact refused to renew due to cost and lack of payroll work experience; satisfaction rated 2; detailed feedback on challenges and membership value.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:08:25-04:00","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A01470","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2022-03-05","pcl_status":"P","pcl_completion_date":"2015-02-06","pf1_status":"P","pf1_completion_date":"2015-07-27","pf2_status":"P","pf2_completion_date":"2016-02-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-10-21","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"mich8169@gmail.com","pcl_completion_date_5":"2020-02-06","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-13T14:08:25-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent spoke with Michelle about her lapsed NPI membership. Michelle expressed frustration due to personal challenges, lack of job experience in payroll despite education, and the high cost of maintaining membership without employment support. She declined to renew, citing financial and practical reasons, and rated her satisfaction as 2 out of 5.","aitm_callsummarytitle":"Membership Non-Renewal Due to Cost and Employment Challenges","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_41aacceecafa0bb95fd28a6cf43","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_41aacceecafa0bb95fd28a6cf43","mini_nps":"2","onesentencenotrenewed":"Not working in payroll and high cost of membership make renewal impractical.","initialvalue":"Other","astotherreasonsnottorenew":"Too expensive to maintain without working in payroll; lack of support and job opportunities; personal challenges and caregiving responsibilities.","old_int_code":"6","age_range":"46-60","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01470","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"35138","email":"chantal.berard@outlook.com","first_name":"Chantal","last_name":"B\u00e9rard","phone":"","orgname":"Commission Scolaire Riverside","customer_acct_name":"Commission Scolaire Riverside","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Chantal B\u00e9rard","language":"French","canceldate":"2023-07-11","time_zone":"2","area_code":"450","members_type":"AST","do_id":"L25A01381","new_member_date_2":"2014-05-21","pds_april":"1","phone_2":"4506551498","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"47298","pds_july":"1","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A01381","pds_august":"1","pds_september":"1","last_infoline_date_type":"2022-03-29","last_act_type":"2022-01-04","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"chantal.berard@outlook.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:00-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1"}},"seriesid":"163"}
{"contact":{"id":"36199","email":"pustivukmaja@yahoo.ca","first_name":"Maja","last_name":"Pustivuk","phone":"","orgname":"Shopify Inc.","customer_acct_name":"Shopify Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Maja Pustivuk","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"613","members_type":"AST","do_id":"L25A01468","new_member_date_2":"2016-09-22","pds_april":"1","phone_2":"6137002348","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"226028","intcode":"02","blocnote":"June 12 2025 vm\n2026 May 08 contact wants to renew and sent the email - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:02-04:00","pds_july":"1","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A01468","temp_intcode_for_auto_old_int_code":"02","pds_august":"1","pds_september":"1","last_infoline_date_type":"2024-12-24","last_act_type":"2024-12-24","pcl_status":"P","pcl_completion_date":"2017-02-06","pf1_status":"P","pf1_completion_date":"2017-07-23","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":"pustivukmaja@yahoo.ca","pcl_completion_date_5":"2022-02-06","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:52:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","sendapplicationform":"2026-05-08T12:58:00-04:00","npi_transcriptsummary":"The agent contacted Maja to discuss her lapsed Associate membership with the National Payroll Institute. Maja expressed willingness to renew online as she had simply forgotten to renew. The agent confirmed her email and sent her the application form link for renewal.","aitm_callsummarytitle":"Membership Renewal Intent Confirmed","notrenewedwanttorenew":"Yes","mini_nps":"5","initialvalue":"Help with Complex","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","session_id":"call_433a833516ae72807d61d4a368a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_433a833516ae72807d61d4a368a","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36059","email":"aleem.mirza@goodlifefitness.com","first_name":"Aleem","last_name":"Mirza","phone":"5196610190","orgname":"GoodLife Fitness Centres Inc.","customer_acct_name":"GoodLife Fitness Centres Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Aleem Mirza","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"519","members_type":"CORP","do_id":"","new_member_date_2":"2021-04-23","phone_2":"6475645774","province":"ON","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND reached 3 years limit for renewal","intcode":"21","individual_id":"300493","organization_id":"282674","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"L25C01552","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-28","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2021-08-08","pf1_status":"P","pf1_completion_date":"2022-04-24","pf2_status":"F","pf2_completion_date":"2023-04-23","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"aleem.mirza@goodlifefitness.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01552","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36461","email":"hyabut@myseneca.ca","first_name":"Helen","last_name":"Yabut","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Helen Yabut","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C02064","new_member_date_2":"2022-01-28","phone_2":"9058687849","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"309474","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C02064","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-28","pcl_status":"F","pcl_completion_date":"2022-05-01","pf1_status":"F","pf1_completion_date":"2022-08-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hyabut@myseneca.ca","pcl_completion_date_5":"2027-05-01","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
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{"contact":{"id":"35817","email":"tmreidstir@hotmail.com","first_name":"Taira","last_name":"Reid","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Taira Reid","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C00751","new_member_date_2":"2021-03-02","phone_2":"9053277719","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"238339","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25C00751","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-02-03","pcl_status":"P","pcl_completion_date":"2016-01-31","pf1_status":"P","pf1_completion_date":"2016-05-23","pf2_status":"F","pf2_completion_date":"2021-06-14","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"tmreidstir@hotmail.com","pcl_completion_date_5":"2021-01-31","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"36481","email":"justnalynaka@gmail.com","first_name":"Naly","last_name":"Phommahaxay","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Naly Phommahaxay","language":"French","canceldate":"2023-12-02","time_zone":"2","area_code":"514","members_type":"AST","do_id":"L25A01492","new_member_date_2":"2016-10-14","phone_2":"5145731485","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"247762","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A01492","last_infoline_date_type":"2018-01-19","last_act_type":"2022-04-10","pcl_status":"F","pcl_completion_date":"2017-02-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"justnalynaka@gmail.com","pcl_completion_date_5":"2022-02-06","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:34-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:34-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1"}},"seriesid":"163"}
{"contact":{"id":"36316","email":"mykaprincess@yahoo.com","first_name":"Myka","last_name":"Junio","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Myka Princess Junio","language":"English","canceldate":"2024-03-02","time_zone":"2","area_code":"647","members_type":"AST","do_id":"L25A01478","new_member_date_2":"2023-01-18","phone_2":"6478396482","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"239609","intcode":"10","blocnote":"June 12 2025 vm\n2026 May 08 contact requested callback on Monday afternoon","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:10-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25A01478","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2023-01-18","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"P","pf1_completion_date":"2016-07-24","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"mykaprincess@yahoo.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:52:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Myka regarding her lapsed Associate membership with the National Payroll Institute. Myka was busy and requested a callback on Monday afternoon, which the agent confirmed before ending the call.","aitm_callsummarytitle":"Callback Scheduled with Myka","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_db7fbef15c27436b0e01e015040","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_db7fbef15c27436b0e01e015040","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36317","email":"zhumae@hotmail.com","first_name":"Mei","last_name":"Zhu","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mei Zhu","language":"English","canceldate":"2023-06-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02292","new_member_date_2":"2022-04-19","phone_2":"6046880385","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"312105","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C02292","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-24","pcl_status":"P","pcl_completion_date":"2022-07-24","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"zhumae@hotmail.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"36341","email":"jason.czekierda@gmail.com","first_name":"Jason","last_name":"Czekierda","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Jason Czekierda","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"AST","do_id":"L25A01480","new_member_date_2":"2021-03-05","cert_status":"WITHDRAWN_CPE","phone_2":"9054528865","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"241518","intcode":"06","blocnote":"June 12 2025 vm\n2026 May 08 gatekeeper answered, callback scheduled for 19:00\n2026 May 08 contact not available, call ended quickly\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, user not available\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T15:12:02-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A01480","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2016-05-16","pf1_status":"P","pf1_completion_date":"2016-09-19","pf2_status":"P","pf2_completion_date":"2016-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-02-09","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jason.czekierda@gmail.com","pcl_completion_date_5":"2021-05-16","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-19T16:27:02-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"11","npi_call_back_date_and_time":"2026-05-08T19:00:00-04:00","npi_call_back_time_hour":"19","npi_call_back_time_minute":"00","npi_transcriptsummary":"The call was not answered by the intended contact and went to voicemail. The agent was unable to speak with the user.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"03","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8523f516c6e2ffc9c380d31883d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8523f516c6e2ffc9c380d31883d","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36471","email":"joanne.leriche@hotmail.com","first_name":"Joanne","last_name":"Leriche","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Joanne Leriche","language":"French","canceldate":"2023-04-04","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C02065","new_member_date_2":"2022-02-01","phone_2":"5145542801","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"309476","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C02065","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-02","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"F","pf1_completion_date":"2022-07-24","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"joanne.leriche@hotmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"35370","email":"bchang18@myseneca.ca","first_name":"Brandon","last_name":"Chang","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Brandon Chang","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C01959","new_member_date_2":"2022-06-09","phone_2":"4372307190","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"308407","paid_thru":"2023-05-31","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":"L25C01959","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-03-07","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2024-05-06","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"bchang18@myseneca.ca","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36492","email":"jenny.gnanasabesan@gmail.com","first_name":"Jenny","last_name":"Gnanasabesan","phone":"4169463798","orgname":"University of Toronto","customer_acct_name":"University of Toronto","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jenny Gnanasabesan, CHRP","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C00815","new_member_date_2":"2020-05-21","cert_status":"PENDING","phone_2":"4168807847","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"262260","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C00815","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-27","pcl_status":"P","pcl_completion_date":"2020-09-15","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"P","pf2_completion_date":"2021-08-18","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":"jenny.gnanasabesan@gmail.com","pcl_completion_date_5":"2025-09-15","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"35563","email":"yuhataya_55@hotmail.com","first_name":"Akiko","last_name":"Yassin","phone":"","orgname":"West Coast Seniors Housing Management","customer_acct_name":"West Coast Seniors Housing Management","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Akiko Yassin","language":"English","canceldate":"2024-12-04","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2022-10-18","pds_april":"1","phone_2":"6047210211","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"210894","pds_july":"1","paid_thru":"2026-11-30","temp_do_id_for_auto_old_do_id":"LB2507734","pds_august":"1","pds_september":"1","last_infoline_date_type":"2020-10-13","last_act_type":"2026-01-27","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":"LB2507734","pcl_status":"P","pcl_completion_date":"2023-02-16","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2023-05-28","number_of_passed_courses":"3","pds_october":"1","trc":"True","wera":"False","pds_november":"1","do_id":"","npi_email_temp":"yuhataya_55@hotmail.com","organization_id":"97276","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"30\/11\/2026","company_paid_thru":"2026-11-30","latest_paid_thru":"2026-11-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36302","email":"monidipasamanta@yahoo.com","first_name":"Monidipa","last_name":"Samanta","phone":"","orgname":"Fiddleheads Health & Nutrition","customer_acct_name":"Fiddleheads Health & Nutrition","tags":"250616 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Monidipa Samanta","language":"English","canceldate":"2025-02-04","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"AST","do_id":"L25A01477","new_member_date_2":"2015-12-14","pds_april":"1","cert_status":"WITHDRAWN_CPE","phone_2":"5192654970","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"239578","intcode":"16","blocnote":"June 12 2025 the number is not assigned\n2026-05-08 invalid phone destination, phone: +15192654970","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","pds_july":"1","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25A01477","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":"2016-06-07","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":"2017-06-27","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"monidipasamanta@yahoo.com","pcl_completion_date_5":"2021-06-07","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T12:52:41-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_30fefe934dd075135d845ad4d1d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_30fefe934dd075135d845ad4d1d"}},"seriesid":"163"}
{"contact":{"id":"36415","email":"lisahu64@gmail.com","first_name":"Rong","last_name":"Hu","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rong Hu","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C02839","new_member_date_2":"2022-08-24","phone_2":"4163010466","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315909","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":"L25C02839","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lisahu64@gmail.com","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"35982","email":"lindacatana4@gmail.com","first_name":"Linda","last_name":"Catana","phone":"4034701536","orgname":"Ananke Machine Inc.","customer_acct_name":"Ananke Machine Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Linda Catana","language":"English","canceldate":"2024-05-02","time_zone":"4","area_code":"403","members_type":"CAND","new_member_date_2":"2023-02-27","phone_2":"4034701536","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"306171","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C01786","last_act_type":"2023-01-07","pcl_status":"F","pcl_completion_date":"2023-07-01","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T11:52:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"lindacatana4@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01786","pcl_completion_date_5":"2028-07-01","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"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":"2022-11-08","last_act_type":"2022-06-09","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","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"36561","email":"trinhtranvn@hotmail.com","first_name":"Trinh","last_name":"Tran","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Trinh Tran","language":"English","canceldate":"2023-10-03","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02855","new_member_date_2":"2022-08-31","phone_2":"7809821147","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316063","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":"L25C02855","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-27","pcl_status":"F","pcl_completion_date":"2022-12-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"trinhtranvn@hotmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"36468","email":"n.strauss@askwellness.ca","first_name":"Natascha","last_name":"Strauss","phone":"2503767558","orgname":"Ask Wellness Society","customer_acct_name":"Ask Wellness Society","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Natascha Strauss","language":"English","canceldate":"2024-03-02","extension_phone_1":"239","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C01064","new_member_date_2":"2020-01-27","phone_2":"6049928032","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"285221","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C01064","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-03-13","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","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"n.strauss@askwellness.ca","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"36374","email":"kolosmark33@yahoo.com","first_name":"Ylber","last_name":"Drazhi","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Ylber Drazhi","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"226","members_type":"AST","do_id":"L25A01483","new_member_date_2":"2016-05-16","phone_2":"2265822617","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"243385","intcode":"06","blocnote":"June 12 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:46-04:00","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A01483","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-09-04","pcl_status":"P","pcl_completion_date":"2016-08-07","pf1_status":"P","pf1_completion_date":"2016-12-18","pf2_status":"P","pf2_completion_date":"2018-05-04","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"kolosmark33@yahoo.com","pcl_completion_date_5":"2021-08-07","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:26:42-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","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","session_id":"call_5354e355074890e127ccd2708d5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5354e355074890e127ccd2708d5","mini_nps":"3","onesentencenotrenewed":"Call reached voicemail, no conversation occurred.","initialvalue":"Other","othermemberbenefit":"No interaction to determine.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"36247","email":"kim.neniska@gmail.com","first_name":"Kim","last_name":"Neniska","phone":"8075474444","orgname":"Docks & Lifts Unlimited Inc.","customer_acct_name":"Docks & Lifts Unlimited Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kim Neniska","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"807","members_type":"CAND","do_id":"L25C01574","new_member_date_2":"2021-05-07","phone_2":"8074078030","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"300985","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C01574","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-03-24","pcl_status":"F","pcl_completion_date":"2021-09-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kim.neniska@gmail.com","pcl_completion_date_5":"2026-09-12","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
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{"contact":{"id":"35588","email":"mjtdeguzman30@icloud.com","first_name":"Mary","last_name":"Guzman","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mary Jane De Guzman","language":"English","canceldate":"2023-08-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02480","new_member_date_2":"2022-05-30","phone_2":"7809346017","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313468","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C02480","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-30","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-11-09","pf2_status":"P","pf2_completion_date":"2022-12-25","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"mjtdeguzman30@icloud.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36194","email":"fatiha_boulbaroud@hotmail.fr","first_name":"Fatiha","last_name":"Boulbaroud","phone":"","orgname":"Fatiha Boulbaroud","customer_acct_name":"Fatiha Boulbaroud","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Fatiha Boulbaroud","language":"English","canceldate":"2023-11-02","cpa_certification":"PCP","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01279","new_member_date_2":"2020-09-01","cert_status":"PENDING","phone_2":"5145136137","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"292049","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25C01279","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-28","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":"2021-04-15","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"fatiha_boulbaroud@hotmail.fr","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"36635","email":"emmajaynewebster01@gmail.com","first_name":"Emma","last_name":"Webster","phone":"","orgname":"Mount Royal University","customer_acct_name":"Mount Royal University","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Emma Webster","language":"English","canceldate":"2024-04-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02081","new_member_date_2":"2022-02-02","phone_2":"4034786264","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"309617","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C02081","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-01","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"P","pf1_completion_date":"2023-07-12","pf2_status":"P","pf2_completion_date":"2024-01-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"emmajaynewebster01@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"36513","email":"kianne_0914@yahoo.com","first_name":"Che-Che","last_name":"Biagtas","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Che-Che Biagtas","language":"English","canceldate":"2023-01-05","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01849","new_member_date_2":"2021-11-10","phone_2":"4036138047","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"307137","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01849","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-10-11","pcl_status":"P","pcl_completion_date":"2022-01-30","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"kianne_0914@yahoo.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"35967","email":"patricia.wong89@gmail.com","first_name":"Patricia","last_name":"Wong","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Patricia Sze Pui Wong","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"AST","do_id":"L25A01449","new_member_date_2":"2012-08-21","cert_status":"WITHDRAWN_CPE","phone_2":"6048052263","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"204357","intcode":"06","blocnote":"June 11 2025 vm\n2026 May 08 voicemail reached for Patricia Wong\n2026 May 11 call reached voicemail of Patricia Wong\n2026 May 13 call reached voicemail of Patricia Wong\n2026 May 15 call reached voicemail of Patricia Wong","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:49-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A01449","temp_intcode_for_auto_old_int_code":"6","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":"2013-02-13","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"patricia.wong89@gmail.com","pcl_completion_date_5":"2017-12-12","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T19:23:24-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached the voicemail of Patricia Wong 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","session_id":"call_c5c906a4872441b1119c37d1885","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c5c906a4872441b1119c37d1885","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"36308","email":"ingebailey44@gmail.com","first_name":"Inge","last_name":"Bailey","phone":"6049033480","orgname":"School District No. 44 (North Vancouver)","customer_acct_name":"School District No. 44 (North Vancouver)","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Inge Bailey","language":"English","canceldate":"2023-02-17","time_zone":"5","area_code":"604","members_type":"CORP","do_id":"","new_member_date_2":"2022-06-15","phone_2":"6048288593","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314060","organization_id":"34689","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"L25C02550","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-17","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2022-10-19","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ingebailey44@gmail.com","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","date_of_renewal_identification":"","old_do_id":"L25C02550","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"35977","email":"tammycachia@gmail.com","first_name":"Tammy","last_name":"Cachia","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Tammy Cachia","language":"English","canceldate":"2023-01-05","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"AST","do_id":"L25A01450","new_member_date_2":"2021-11-24","cert_status":"WITHDRAWN_CPE","phone_2":"9055315785","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"209178","intcode":"03","blocnote":"June 11 2025 vm\n2026 May 08 reached voicemail at TC Bookkeeping\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call initiated but no conversation beyond greeting.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:25:42-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A01450","temp_intcode_for_auto_old_int_code":"03","last_infoline_date_type":"2022-08-22","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2013-02-01","pf1_status":"P","pf1_completion_date":"2013-04-03","pf2_status":"P","pf2_completion_date":"2013-03-27","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":"tammycachia@gmail.com","pcl_completion_date_5":"2018-02-01","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-25T11:25:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"12","npi_transcriptsummary":"The agent called and asked to speak with Tammy, but the call ended shortly after without further 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","session_id":"call_7602b1f15d141db8cc7f37500ff","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7602b1f15d141db8cc7f37500ff","mini_nps":"3","onesentencenotrenewed":"No conversation occurred to determine renewal interest.","old_int_code":"6","number_of_calls_reached":"4"}},"seriesid":"163"}
{"contact":{"id":"35993","email":"mktagura@yahoo.com","first_name":"Margie","last_name":"Tagura","phone":"5149568383","orgname":"Chantal Galarneau (private Residence)","customer_acct_name":"Chantal Galarneau (private Residence)","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Margie Tagura","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01261","new_member_date_2":"2020-08-19","cert_status":"PENDING","phone_2":"5148025050","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"291561","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01261","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-06","pcl_status":"P","pcl_completion_date":"2020-12-27","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":"2021-08-12","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"mktagura@yahoo.com","pcl_completion_date_5":"2025-12-27","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"36267","email":"mich_montemayor@yahoo.com","first_name":"Michelle","last_name":"Montemayor","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Michelle Montemayor","language":"English","canceldate":"2023-01-05","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01820","new_member_date_2":"2021-11-08","phone_2":"7807167725","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"306825","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25C01820","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-12-30","pcl_status":"P","pcl_completion_date":"2022-01-30","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"mich_montemayor@yahoo.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"36596","email":"harjotkaur06@hotmail.com","first_name":"Harjot","last_name":"Athwal","phone":"2014211264","orgname":"ProUnlimited Global Canada Ltd.","customer_acct_name":"ProUnlimited Global Canada Ltd.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Harjot Athwal","language":"English","canceldate":"2024-09-26","time_zone":"2","area_code":"201","members_type":"CORP","new_member_date_2":"2022-10-27","phone_2":"4037082057","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"294118","organization_id":"339487","pipeline_2_members_only_ast":"","paid_thru":"2027-06-30","temp_do_id_for_auto_old_do_id":"LB2505344","old_do_id":"LB2505344","last_infoline_date_type":"2024-02-14","last_act_type":"2024-09-26","company_paid_thru":"2027-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-04-18","pf2_status":"P","pf2_completion_date":"2021-08-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"harjotkaur06@hotmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36367","email":"rodelyn_gana@yahoo.com","first_name":"Rodelyn","last_name":"Ga\u00f1a","phone":"3069556739","orgname":"First Nation Bank of Canada","customer_acct_name":"First Nation Bank of Canada","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rodelyn Ga\u00f1a","language":"English","canceldate":"2024-02-03","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"PRO","do_id":"L25C00803","new_member_date_2":"2025-09-12","cert_status":"ACTIVE","phone_2":"5877330920","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"259841","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"L25C00803","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-04-28","last_act_type":"2025-12-09","pcl_status":"P","pcl_completion_date":"2018-04-30","pf1_status":"P","pf1_completion_date":"2018-05-14","pf2_status":"P","pf2_completion_date":"2018-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-01-27","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"rodelyn_gana@yahoo.com","pcl_completion_date_5":"2023-04-30","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","pcp_we":"APPROVED"}},"seriesid":"163"}
{"contact":{"id":"36527","email":"eupheimia@hotmail.com","first_name":"Kelly","last_name":"Wang","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Kelly Wang","language":"English","canceldate":"2023-05-02","time_zone":"5","area_code":"604","members_type":"AST","do_id":"L25A01496","new_member_date_2":"2017-04-03","pds_april":"7","phone_2":"6046712842","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"251736","intcode":"06","blocnote":"June 12 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:49-04:00","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A01496","temp_intcode_for_auto_old_int_code":"6","pds_august":"7","pds_september":"7","last_infoline_date_type":"2018-12-17","last_act_type":"2022-04-01","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"eupheimia@hotmail.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-15T19:23:26-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_faa9908db065b9f0518f0364ae9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_faa9908db065b9f0518f0364ae9"}},"seriesid":"163"}
{"contact":{"id":"36516","email":"josh@frostlake.ca","first_name":"Josh","last_name":"Reimer","phone":"2505622487","orgname":"Frost Lake Logging Ltd.","customer_acct_name":"Frost Lake Logging Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Josh Reimer","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C02570","new_member_date_2":"2022-06-21","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314225","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":"L25C02570","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"josh@frostlake.ca","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36208","email":"amandakaye2022@outlook.com","first_name":"Amanda","last_name":"Kaye","phone":"5199989695","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Amanda Kaye","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C02282","new_member_date_2":"2022-04-11","phone_2":"5199989695","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"311954","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C02282","last_act_type":"2023-02-11","pcl_status":"P","pcl_completion_date":"2023-06-28","pf1_status":"F","pf1_completion_date":"2024-01-26","number_of_passed_courses":"1","trc":"True","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:01:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"amandakaye2022@outlook.com","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"36197","email":"balkahlon5@gmail.com","first_name":"Baljinder","last_name":"Kahlon","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Baljinder Kahlon","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C00787","new_member_date_2":"2021-06-22","phone_2":"6043559913","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"257889","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C00787","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2020-10-06","last_act_type":"2022-04-22","pcl_status":"F","pcl_completion_date":"2022-08-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"balkahlon5@gmail.com","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36612","email":"buninie_infante@yahoo.ca","first_name":"Christina","last_name":"Infante","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Christina Infante","language":"English","canceldate":"2023-10-03","time_zone":"5","area_code":"778","members_type":"AST","new_member_date_2":"2017-08-23","phone_2":"7783173934","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"255225","intcode":"01","blocnote":"June 13 2025 vm\n2026 May 08 voicemail reached, no contact made\n2026 May 11 contact does not plan to renew due to need for updated training and lack of time","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:08:25-04:00","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A01503","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2022-04-07","pcl_status":"P","pcl_completion_date":"2017-11-20","pf1_status":"P","pf1_completion_date":"2018-04-01","pf2_status":"P","pf2_completion_date":"2018-06-24","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"buninie_infante@yahoo.ca","pcl_completion_date_5":"2022-11-20","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-13T14:08:25-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent spoke with Christina about her lapsed NPI membership. Christina indicated she does not plan to renew as she feels she needs updated training and lacks time. The agent asked some survey questions but the call ended early as Christina was at work and could not continue.","aitm_callsummarytitle":"Membership non-renewal due to training needs","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_79789a2f3dd0ae905da2bf3b3cf","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_79789a2f3dd0ae905da2bf3b3cf","mini_nps":"2","onesentencenotrenewed":"Because maybe I took the course a long time ago and I need to do necessary updates but don't have time.","initialvalue":"Career","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01503","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"35949","email":"kiranafzalk@hotmail.com","first_name":"Kiran","last_name":"Salman","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kiran Salman","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C02784","new_member_date_2":"2022-08-16","phone_2":"9054624247","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315591","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":"L25C02784","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kiranafzalk@hotmail.com","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"36543","email":"vgentil@distributionstox.ca","first_name":"Valerie","last_name":"Gentil","phone":"4504490362","orgname":"Pneus Unimax Limit\u00e9","customer_acct_name":"Pneus Unimax Limit\u00e9","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Valerie Gentil, PCP","language":"French","canceldate":"2023-06-02","time_zone":"2","area_code":"450","members_type":"CORP","do_id":"","new_member_date_2":"2022-04-25","phone_2":"4187329585","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"312207","organization_id":"252969","cpa_certification":"SCP","cert_status":"ACTIVE","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"L25C02312","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-07-09","last_act_type":"2025-09-30","company_paid_thru":"2027-04-30","pcl_status":"P","pcl_completion_date":"2024-01-24","pf1_status":"P","pf1_completion_date":"2024-06-20","pf2_status":"P","pf2_completion_date":"2025-06-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-07-24","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"vgentil@distributionstox.ca","pcl_completion_date_5":"2029-01-24","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02312","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"36032","email":"lfilce@porthope.ca","first_name":"Lisa","last_name":"Filce","phone":"9058852474","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lisa Filce","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C02266","new_member_date_2":"2022-04-07","phone_2":"9052693971","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"311843","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":"L25C02266","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-04","pcl_status":"F","pcl_completion_date":"2022-08-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lfilce@porthope.ca","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"36076","email":"rschwartz19@gmail.com","first_name":"Randi","last_name":"Schwartz","phone":"","orgname":"Attabotics Inc.","customer_acct_name":"Attabotics Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Randi Schwartz","language":"English","canceldate":"2024-01-05","time_zone":"2","area_code":"514","members_type":"AST","new_member_date_2":"2022-10-28","pds_april":"3","phone_2":"5144651077","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"218573","intcode":"01","blocnote":"June 12 2025 vm\n2026 May 08 contact declined individual renewal, will rejoin via organization membership - Organization: Damn. Industries","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:36-04:00","pds_july":"3","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A01458","temp_intcode_for_auto_old_int_code":"01","pds_august":"3","pds_september":"3","last_infoline_date_type":"2024-11-09","last_act_type":"2026-05-21","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"rschwartz19@gmail.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:52:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent spoke with Randi about her lapsed Associate membership with the National Payroll Institute. Randi expressed satisfaction with her membership but declined to renew individually, stating she will rejoin through an organization membership instead. The agent recorded the organization's name and concluded the call politely.","aitm_callsummarytitle":"Membership Renewal Declined for Organization Membership","notrenewedwanttorenew":"No","mini_nps":"5","onesentencenotrenewed":"Randi will rejoin using an organization membership instead of renewing individually.","initialvalue":"Help with Complex","astotherreasonsnottorenew":"Randi will rejoin using an organization membership instead of renewing individually.","old_int_code":"6","age_range":"46-60","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_do_id":"L25A01458","session_id":"call_2dd35b60e9efa2f30b5fd6e5e12","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2dd35b60e9efa2f30b5fd6e5e12","number_of_calls_reached":"1","organization_id":"362925"}},"seriesid":"163"}
{"contact":{"id":"35693","email":"zulpyablat@gmail.com","first_name":"Abulaike","last_name":"Maerziya","phone":"4382205682","orgname":"Cho America Inc.","customer_acct_name":"Cho America Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Abulaike Maerziya","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","time_zone":"2","area_code":"438","members_type":"CAND","do_id":"L25C00990","new_member_date_2":"2019-09-03","cert_status":"PENDING","phone_2":"5146529747","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"279889","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C00990","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-06-03","pcl_status":"P","pcl_completion_date":"2019-12-16","pf1_status":"P","pf1_completion_date":"2020-06-15","pf2_status":"P","pf2_completion_date":"2021-12-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-06","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"zulpyablat@gmail.com","pcl_completion_date_5":"2024-12-16","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"36399","email":"cheryldunkerton@yahoo.ca","first_name":"Cheryl","last_name":"Dunkerton","phone":"4168876425","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"10.13.145.149","fields":{"full_name":"Cheryl Dunkerton","language":"English","canceldate":"2024-01-05","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2022-11-22","phone_2":"4168876425","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315904","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"LB2504736","last_act_type":"2022-12-16","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"02","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"02","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02837","sendapplicationform":"2025-11-26T13:06:00-05:00","blocnote":"LNC \/ 26 November 2025 Will renew - she was sick for a year","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:09:00-05:00","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","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":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Native","old_int_code":"21","do_id":"LB2504736","npi_email_temp":"cheryldunkerton@yahoo.ca","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"36576","email":"robagamo026@gmail.com","first_name":"Yousuf","last_name":"Sheko","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yousuf Bakrie Sheko","language":"English","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02075","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"309557","temp_do_id_for_auto_old_do_id":"L25C02075","temp_intcode_for_auto_old_int_code":"21","canceldate":"2023-04-04","new_member_date_2":"2022-01-31","paid_thru":"2023-01-31","province":"AB","phone_2":"4036051086","last_act_type":"2022-01-31","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-09-25","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"robagamo026@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"36426","email":"nsamuel@live.ca","first_name":"Nakisha","last_name":"Samuel","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nakisha Samuel","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01060","new_member_date_2":"2026-03-24","pds_april":"2","phone_2":"5146558733","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"285056","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"L25C01060","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","pds_september":"2","last_infoline_date_type":"2022-03-10","last_act_type":"2026-03-24","pcl_status":"P","pcl_completion_date":"2022-02-06","pf1_status":"P","pf1_completion_date":"2022-06-20","pf2_status":"P","pf2_completion_date":"2022-10-30","number_of_passed_courses":"3","pds_october":"2","trc":"True","wera":"False","pds_november":"2","npi_email_temp":"nsamuel@live.ca","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"36517","email":"gejiayin120@gmail.com","first_name":"Jiayin","last_name":"Ge","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jiayin Ge","language":"English","canceldate":"2023-10-03","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C02850","new_member_date_2":"2022-08-26","phone_2":"5878970120","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316044","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":"L25C02850","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-27","pcl_status":"P","pcl_completion_date":"2022-12-11","pf1_status":"F","pf1_completion_date":"2023-04-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"gejiayin120@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"36597","email":"bjmay72@hotmail.com","first_name":"Balinda","last_name":"May","phone":"2507707700","orgname":"School District No. 67 (Okanagan Skaha)","customer_acct_name":"School District No. 67 (Okanagan Skaha)","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Balinda May, PCP","language":"English","canceldate":"2023-04-25","cpa_certification":"PCP","time_zone":"5","area_code":"250","members_type":"CORP","do_id":"","new_member_date_2":"2022-06-24","cert_status":"ACTIVE","phone_2":"2504887902","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314295","organization_id":"7043","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C02578","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-12-01","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2022-10-19","pf1_status":"P","pf1_completion_date":"2023-04-02","pf2_status":"P","pf2_completion_date":"2023-06-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-11-30","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"bjmay72@hotmail.com","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","date_of_renewal_identification":"","old_do_id":"L25C02578","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"35990","email":"peixu0526@gmail.com","first_name":"Pei","last_name":"Xu","phone":"4166776778","orgname":"Colour Innovations Inc","customer_acct_name":"Colour Innovations Inc","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Pei Xu","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C00767","new_member_date_2":"2018-01-29","phone_2":"4168842269","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"249069","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C00767","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-01","pcl_status":"P","pcl_completion_date":"2018-05-22","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"peixu0526@gmail.com","pcl_completion_date_5":"2023-05-22","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"36127","email":"vianneymuhoza2@gmail.com","first_name":"Vianney","last_name":"Muhoza","phone":"4166459408","orgname":"CDI College North York Campus","customer_acct_name":"CDI College North York Campus","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Vianney Muhoza","language":"English","canceldate":"2023-03-02","extension_phone_1":"2022","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01803","new_member_date_2":"2022-01-08","phone_2":"6474516792","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"306607","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":"L25C01803","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-01","pcl_status":"P","pcl_completion_date":"2022-04-05","pf1_status":"F","pf1_completion_date":"2022-08-04","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"vianneymuhoza2@gmail.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"36425","email":"czd1989@hotmail.com","first_name":"Zhangding","last_name":"Cao","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Zhangding Cao","language":"English","canceldate":"2023-10-03","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02840","new_member_date_2":"2022-09-01","phone_2":"6048801372","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"315919","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C02840","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-06-12","pcl_status":"P","pcl_completion_date":"2022-11-09","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"czd1989@hotmail.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
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{"contact":{"id":"36580","email":"simene28@gmail.com","first_name":"Simone","last_name":"Koo","phone":"4168308272","orgname":"Petriii Bookkeeping","customer_acct_name":"Petriii Bookkeeping","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Simone Koo","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C00823","new_member_date_2":"2018-05-15","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"263488","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C00823","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-06-30","last_act_type":"2023-11-24","pcl_status":"P","pcl_completion_date":"2018-09-02","pf1_status":"P","pf1_completion_date":"2019-05-26","pf2_status":"P","pf2_completion_date":"2019-09-08","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"simene28@gmail.com","pcl_completion_date_5":"2023-09-02","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"36616","email":"tdlinstead@gmail.com","first_name":"Tracy","last_name":"Linstead","phone":"4039556200","orgname":"Alberta Health Services","customer_acct_name":"Alberta Health Services","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tracy Linstead","language":"English","canceldate":"2024-04-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02079","new_member_date_2":"2022-02-02","phone_2":"4038279812","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"309590","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C02079","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-26","pcl_status":"P","pcl_completion_date":"2022-06-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"tdlinstead@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"36040","email":"bessette.sonia@gmail.com","first_name":"Sonia","last_name":"Bessette","phone":"4503057646","orgname":"Groupe Sant\u00e9 Nadon (CHSLD Grandby)","customer_acct_name":"Groupe Sant\u00e9 Nadon (CHSLD Grandby)","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sonia Bessette","language":"French","canceldate":"2024-11-02","extension_phone_1":"5203","time_zone":"2","area_code":"450","members_type":"CAND","do_id":"L25C02023","new_member_date_2":"2022-09-06","phone_2":"4502042223","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"308980","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C02023","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-12-01","last_act_type":"2023-11-09","pcl_status":"F","pcl_completion_date":"2023-04-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bessette.sonia@gmail.com","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"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":"2022-05-10","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","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36459","email":"msweir94@gmail.com","first_name":"Matthew","last_name":"Weir","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Matthew Weir","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"L25C02844","new_member_date_2":"2022-08-26","phone_2":"6138978384","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"315967","paid_thru":"2024-07-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C02844","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-31","pcl_status":"P","pcl_completion_date":"2022-12-11","pf1_status":"P","pf1_completion_date":"2023-04-30","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"msweir94@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"36606","email":"jineshm1@gmail.com","first_name":"Jinesh","last_name":"Mathew","phone":"2265595100","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jinesh Mathew","language":"English","time_zone":"2","area_code":"226","members_type":"CAND","do_id":"L25C01618","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"301827","temp_do_id_for_auto_old_do_id":"L25C01618","temp_intcode_for_auto_old_int_code":"21","canceldate":"2023-01-05","new_member_date_2":"2021-11-17","paid_thru":"2022-10-31","cert_status":"PENDING","cpa_certification":"PCP","phone_2":"2265595100","last_act_type":"2021-11-17","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":"2021-11-17","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"jineshm1@gmail.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"36463","email":"taspiakhn@gmail.com","first_name":"Taspia","last_name":"Khan","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Taspia Humaira Khan","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C01303","new_member_date_2":"2022-01-21","phone_2":"5198705551","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"293356","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01303","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-27","pcl_status":"P","pcl_completion_date":"2020-12-27","pf1_status":"F","pf1_completion_date":"2022-07-11","pf2_status":"F","pf2_completion_date":"2022-10-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"taspiakhn@gmail.com","pcl_completion_date_5":"2025-12-27","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"36625","email":"mqurb193@mtroyal.ca","first_name":"Mariam","last_name":"Qurbany","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mariam Qurbany","language":"English","canceldate":"2023-04-04","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C02080","new_member_date_2":"2022-02-01","phone_2":"5874372355","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"309613","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C02080","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-02","pcl_status":"F","pcl_completion_date":"2022-05-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mqurb193@mtroyal.ca","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"36210","email":"txxfowler@gmail.com","first_name":"Tamara","last_name":"Fowler","phone":"2505084525","orgname":"Broadmead Care Society","customer_acct_name":"Broadmead Care Society","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Tamara Fowler","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"250","members_type":"AST","do_id":"L25A01469","new_member_date_2":"2014-06-23","phone_2":"2505084525","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"226517","intcode":"06","blocnote":"June 12 2025 Survey completed She says she is semi retired and is managing activities and the company now. Also she completed most of her CMA and it was not recognized as a credit to do towards her designation.\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no message left\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:49-04:00","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":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Semi retired and payroll not her main position.","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":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25A01469","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-05-16","pcl_status":"P","pcl_completion_date":"2014-11-14","pf1_status":"P","pf1_completion_date":"2015-04-27","pf2_status":"P","pf2_completion_date":"2016-01-22","number_of_passed_courses":"3","trc":"False","wera":"False","npi_email_temp":"txxfowler@gmail.com","pcl_completion_date_5":"2019-11-14","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:31:46-04:00","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 and was disconnected after 2 seconds.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"1","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8d0c00e9bd71c92a13609fa2c33","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8d0c00e9bd71c92a13609fa2c33"}},"seriesid":"163"}
{"contact":{"id":"36548","email":"roxy.blake@gmail.com","first_name":"Roxanne","last_name":"Blake","phone":"4162525602","orgname":"Nanowave Technologies","customer_acct_name":"Nanowave Technologies","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Roxanne Blake","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C02573","new_member_date_2":"2022-06-23","phone_2":"4372479921","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314248","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":"L25C02573","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-15","pcl_status":"F","pcl_completion_date":"2022-10-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"roxy.blake@gmail.com","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36509","email":"cindypham189@gmail.com","first_name":"Phuong","last_name":"Pham","phone":"4166138338","orgname":"Smart Auto Financial","customer_acct_name":"Smart Auto Financial","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Phuong Thao Pham","language":"English","canceldate":"2024-06-04","extension_phone_1":"269","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C02309","new_member_date_2":"2022-04-21","phone_2":"9059667626","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"312191","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C02309","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-04-03","pcl_status":"P","pcl_completion_date":"2022-08-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-06","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"cindypham189@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"36621","email":"rmahfuzur87@gmail.com","first_name":"MD","last_name":"Rahman","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"MD Mahfuzur Rahman","language":"English","canceldate":"2023-02-03","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02319","new_member_date_2":"2022-04-22","cert_status":"PENDING","phone_2":"6477048782","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"312270","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C02319","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-20","pcl_status":"P","pcl_completion_date":"2022-08-28","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2023-04-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-06-20","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"rmahfuzur87@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"36634","email":"hzmd00@outlook.com","first_name":"Adriana","last_name":"Mendez","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Adriana Huezo Mendez","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"AST","do_id":"L25A01505","new_member_date_2":"2017-09-13","cert_status":"PENDING","phone_2":"6478092374","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"256204","intcode":"15","blocnote":"June 13 2024 vm\n2026-05-08 dial busy, phone:  +16478092374\n2026 May 11 call initiated, agent asked for Adriana, call ended shortly after","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T11:06:41-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A01505","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2023-08-30","pcl_status":"P","pcl_completion_date":"2018-05-27","pf1_status":"P","pf1_completion_date":"2018-07-03","pf2_status":"P","pf2_completion_date":"2018-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-05-02","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"hzmd00@outlook.com","pcl_completion_date_5":"2023-05-27","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-13T11:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"07","retell_call_status":"ended","session_id":"call_92d03a444187fbf7a8319ce8f4a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_92d03a444187fbf7a8319ce8f4a","npi_transcriptsummary":"The agent Ellen called on behalf of the National Payroll Institute and asked to speak with Adriana. The user responded by asking the agent to stay on the line, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call initiated but no conversation","notrenewedwanttorenew":"No","mini_nps":"3","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"36489","email":"athithyat_2@hotmail.com","first_name":"Athithya","last_name":"Theivendran","phone":"4162895000","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Athithya Theivendran","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01066","new_member_date_2":"2022-01-24","phone_2":"6479677124","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"285314","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01066","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-24","pcl_status":"F","pcl_completion_date":"2022-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"athithyat_2@hotmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"36611","email":"cteotico@hotmail.com","first_name":"Charlene","last_name":"Teotico","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Charlene Teotico","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02579","new_member_date_2":"2022-06-24","phone_2":"7787892911","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314311","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":"L25C02579","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-23","pcl_status":"P","pcl_completion_date":"2022-09-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"cteotico@hotmail.com","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36617","email":"jennalwiens@gmail.com","first_name":"Jenna","last_name":"Wiens","phone":"3068587470","orgname":"Heritage College","customer_acct_name":"Heritage College","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jenna Wiens","language":"English","canceldate":"2023-01-05","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C01861","new_member_date_2":"2021-11-17","phone_2":"3068587470","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"307467","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01861","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-02","pcl_status":"P","pcl_completion_date":"2022-02-27","pf1_status":"F","pf1_completion_date":"2022-05-08","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jennalwiens@gmail.com","pcl_completion_date_5":"2027-02-27","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"36619","email":"cristina_cedeno@yahoo.com","first_name":"Ma.","last_name":"Cedeno","phone":"7785543404","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ma. Cristina Cedeno","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01317","new_member_date_2":"2020-11-19","phone_2":"7785543404","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"294190","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C01317","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-11","pcl_status":"P","pcl_completion_date":"2021-04-07","pf1_status":"P","pf1_completion_date":"2022-10-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-06-15","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"cristina_cedeno@yahoo.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"36655","email":"barbih80@hotmail.com","first_name":"Corinne","last_name":"Hofer","phone":"4035053373","orgname":"MNP LLP","customer_acct_name":"MNP LLP","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Corinne Hofer","language":"English","canceldate":"2024-09-04","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"AST","do_id":"L25A01507","new_member_date_2":"2021-07-21","cert_status":"WITHDRAWN_CPE","phone_2":"4035053373","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"257502","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:42-04:00","paid_thru":"2024-06-30","blocnote":"Aug 28 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","temp_do_id_for_auto_old_do_id":"L25A01507","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2018-12-04","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2018-03-04","pf1_status":"P","pf1_completion_date":"2018-07-03","pf2_status":"P","pf2_completion_date":"2018-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-05-04","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"barbih80@hotmail.com","pcl_completion_date_5":"2023-03-04","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_8a15a8aeae44e0a8c3a882a2356","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8a15a8aeae44e0a8c3a882a2356"}},"seriesid":"163"}
{"contact":{"id":"36682","email":"nubyan1966@gmail.com","first_name":"Atif","last_name":"Khalil","phone":"7802782241","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Atif Khalil","language":"English","canceldate":"2023-09-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01627","new_member_date_2":"2022-07-12","phone_2":"7802782241","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"302123","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C01627","last_act_type":"2022-12-07","pcl_status":"P","pcl_completion_date":"2022-09-25","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2023-02-06","number_of_passed_courses":"3","intcode":"10","blocnote":"Nov 18 2025 completed ( he will renew soon to finish his designation )\r\nLNC \/ 16 December 2025 VM\r\nLNC \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T12:46:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","sendapplicationform":"2025-11-18T16:29:00-05:00","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","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":"46 to 60 years","selfpayrollproficiency":"Strong","old_int_code":"02","trc":"True","wera":"False","last_engaged_date":"2025-12-09","npi_email_temp":"nubyan1966@gmail.com","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"36642","email":"cher.celeste@yahoo.com","first_name":"Cheryl","last_name":"Celeste","phone":"7804548359","orgname":"Connelly-Mckinley Ltd.","customer_acct_name":"Connelly-Mckinley Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Cheryl Celeste","language":"English","canceldate":"2023-10-03","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01622","new_member_date_2":"2021-08-23","phone_2":"7806550645","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"301990","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C01622","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-16","pcl_status":"P","pcl_completion_date":"2021-12-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"cher.celeste@yahoo.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"36647","email":"diellerobb@gmail.com","first_name":"Dielle","last_name":"Robb","phone":"5198224420","orgname":"Upper Grand District School Board","customer_acct_name":"Upper Grand District School Board","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Dielle Robb","language":"English","canceldate":"2024-04-02","extension_phone_1":"787","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C01081","new_member_date_2":"2020-02-27","phone_2":"5199389055","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"285987","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C01081","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-01-20","last_act_type":"2023-01-16","pcl_status":"P","pcl_completion_date":"2020-05-31","pf1_status":"F","pf1_completion_date":"2021-08-29","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"diellerobb@gmail.com","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"36676","email":"halawaahmed@hotmail.com","first_name":"Ahmed","last_name":"Halawa","phone":"5145225005","orgname":"Spheratest Environnement Inc.","customer_acct_name":"Spheratest Environnement Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ahmed Samir Halawa","language":"French","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01867","phone_2":"5149610273","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"307564","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C01867","temp_intcode_for_auto_old_int_code":"21","canceldate":"2023-01-05","new_member_date_2":"2021-11-25","paid_thru":"2022-10-31","last_act_type":"2021-11-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"halawaahmed@hotmail.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"36639","email":"cassandrajade@gmail.com","first_name":"Cassandra","last_name":"Fidelino","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Cassandra Fidelino","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02582","new_member_date_2":"2022-06-24","phone_2":"6472030157","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314319","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":"L25C02582","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-01-09","last_act_type":"2022-01-09","pcl_status":"P","pcl_completion_date":"2022-10-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"cassandrajade@gmail.com","pcl_completion_date_5":"2027-10-30","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36645","email":"liam_lei2000@yahoo.com","first_name":"Lorelie","last_name":"Arenal","phone":"4034586164","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lorelie Arenal","language":"English","canceldate":"2023-10-03","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02865","new_member_date_2":"2022-08-30","phone_2":"4034586164","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316123","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":"L25C02865","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-29","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":"liam_lei2000@yahoo.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"36640","email":"dalia92586@hotmail.com","first_name":"Dalia","last_name":"Mizher","phone":"5142860188","orgname":"Fonds de Placement Immobilier BTB","customer_acct_name":"Fonds de Placement Immobilier BTB","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Dalia Mizher","language":"French","canceldate":"2023-12-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01319","new_member_date_2":"2020-11-01","phone_2":"5147580880","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"294251","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25C01319","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-05-24","last_act_type":"2023-05-24","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"dalia92586@hotmail.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"36644","email":"4roes97@gmail.com","first_name":"Alyson","last_name":"Roe","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Alyson Roe","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"780","members_type":"AST","do_id":"L25A01506","new_member_date_2":"2017-09-21","phone_2":"7806561346","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"256438","intcode":"15","blocnote":"June 13 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 voicemail reached, no contact made\n2026 May 13 voicemail reached, no conversation\n2026 May 15 contact answered and started survey but call disconnected early","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:43-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A01506","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2023-08-22","pcl_status":"P","pcl_completion_date":"2018-01-07","pf1_status":"P","pf1_completion_date":"2018-04-22","pf2_status":"P","pf2_completion_date":"2018-12-09","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"4roes97@gmail.com","pcl_completion_date_5":"2023-01-07","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:22:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent reached Alyson and confirmed her identity before starting the survey about her lapsed NPI membership. Alyson responded to the initial value question by selecting advancing her payroll career but the call was disconnected before completing the satisfaction rating and other survey questions.","aitm_callsummarytitle":"Partial survey with early disconnection","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_48227b2c37c45737a26f8a3298b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_48227b2c37c45737a26f8a3298b","initialvalue":"Career","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36661","email":"larsseykora@gmail.com","first_name":"Lars","last_name":"Seykora","phone":"2506406682","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lars Seykora","language":"English","canceldate":"2024-10-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C02867","new_member_date_2":"2022-08-31","phone_2":"2506406682","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316135","paid_thru":"2024-07-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C02867","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-17","pcl_status":"P","pcl_completion_date":"2023-01-19","pf1_status":"P","pf1_completion_date":"2023-05-28","pf2_status":"P","pf2_completion_date":"2023-08-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"larsseykora@gmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"36646","email":"c_antonella84@hotmail.com","first_name":"Maria","last_name":"Cucchiara","phone":"5147646718","orgname":"Tata Steel Minerals Canada","customer_acct_name":"Tata Steel Minerals Canada","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Maria Antonella Cucchiara","language":"English","canceldate":"2023-04-04","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C02082","new_member_date_2":"2022-02-02","phone_2":"5144973185","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"309621","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C02082","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-06-09","last_act_type":"2022-06-09","pcl_status":"F","pcl_completion_date":"2022-06-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"c_antonella84@hotmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
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{"contact":{"id":"36657","email":"crys.sanders007@gmail.com","first_name":"Crystal","last_name":"Sanders","phone":"7808040533","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Crystal Sanders","language":"English","canceldate":"2023-03-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01865","new_member_date_2":"2022-01-20","phone_2":"7808040533","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"307536","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01865","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"crys.sanders007@gmail.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
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{"contact":{"id":"40240","email":"oyinloyeadegboye@gmail.com","first_name":"Oyinloye","last_name":"Adegboye","phone":"7804695856","orgname":"Preferred Client Services","customer_acct_name":"Preferred Client Services","tags":"WR250723","ip4":"127.0.0.1","fields":{"full_name":"Oyinloye Elizabeth Adegboye, PCP","language":"English","canceldate":"2024-12-24","cpa_certification":"PCP","time_zone":"2","area_code":"877","members_type":"PRO","cert_status":"ACTIVE","phone_2":"2508790151","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"330572","intcode":"99","blocnote":"ask for lori she is the new payroll","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T13:16:00-04:00","city_1":"Edmonton","origin":"Lapsed members","found":"DO4 Email","date_of_renewal_identification":"2025-07-25","paid_thru":"2027-06-30","temp_do_id_for_auto_old_do_id":"LB2506760","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_act_type":"2026-05-15","new_member_date_2":"2025-07-16","pcl_status":"P","pcl_completion_date":"2024-02-26","pf1_status":"P","pf1_completion_date":"2024-06-20","pf2_status":"P","pf2_completion_date":"2024-10-31","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","old_do_id":"L25P01616","npi_email_temp":"oyinloyeadegboye@gmail.com","pcl_completion_date_5":"2029-02-26","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","last_infoline_date_type":"2026-05-15"}},"seriesid":"163"}
{"contact":{"id":"36692","email":"jawidt@hotmail.com","first_name":"Jawid","last_name":"Temor","phone":"6477401995","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Jawid Temor","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2019-06-18","phone_2":"6477401995","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"260813","intcode":"01","blocnote":"June 13 2025 vm\r\nSept 4 2025 vm\n2026 May 08 contact declined renewal citing fee concerns","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:34-04:00","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01510","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2023-05-31","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2019-12-16","pf2_status":"P","pf2_completion_date":"2020-08-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"jawidt@hotmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:34-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent Ellen contacted Jawid regarding his lapsed Associate membership with the National Payroll Institute. Jawid answered the survey questions but declined to renew, citing the membership fee as the main reason. The call ended with the agent thanking Jawid for his honesty and feedback.","aitm_callsummarytitle":"Membership Renewal Declined Due to Fee Concerns","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"The fee wasn\u2019t worth it.","initialvalue":"Designation","age_range":"18-30","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","old_do_id":"L25A01510","session_id":"call_cda709afa1829bf2c7f11bb4641","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cda709afa1829bf2c7f11bb4641","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"38371","email":"steven.thompson0521@gmail.com","first_name":"Steven","last_name":"Thompson","phone":"6135802424","orgname":"City of Ottawa","customer_acct_name":"City of Ottawa","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Steven Thompson, PCP","language":"English","canceldate":"2025-01-09","cpa_certification":"PCP","extension_phone_1":"28036","time_zone":"2","area_code":"613","members_type":"CORP","new_member_date_2":"2016-01-09","pds_april":"1","cert_status":"ACTIVE","phone_2":"6132669327","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"240190","organization_id":"10255","intcode":"99","blocnote":"June 17 2025 vm\r\nSept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T19:36:00-04:00","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2027-06-30","temp_do_id_for_auto_old_do_id":"LB2507341","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","old_do_id":"LB2507341","old_int_code":"6","pds_september":"1","last_infoline_date_type":"2020-03-03","last_conf_date_type":"2017-06-13","last_act_type":"2026-12-01","company_paid_thru":"2027-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2016-05-02","pf1_status":"P","pf1_completion_date":"2016-11-20","pf2_status":"P","pf2_completion_date":"2017-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-08-25","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"steven.thompson0521@gmail.com","pcl_completion_date_5":"2021-05-02","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38318","email":"ruchimesh@hotmail.com","first_name":"Ruchika","last_name":"Patel","phone":"9053069984","orgname":"Chartwell Retirement","customer_acct_name":"Chartwell Retirement","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ruchika Patel","language":"English","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C03991","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327518","temp_do_id_for_auto_old_do_id":"L25C03991","canceldate":"2024-10-02","new_member_date_2":"2023-08-15","paid_thru":"2024-07-31","province":"ON","phone_2":"6475238350","last_act_type":"2023-08-15","pcl_status":"F","pcl_completion_date":"2023-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:52:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ruchimesh@hotmail.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"40144","email":"diane.worswick@gmail.com","first_name":"Diane","last_name":"Worswick","phone":"2506139950","orgname":"NW Electrical Solutions Ltd","customer_acct_name":"NW Electrical Solutions Ltd","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Diane Worswick","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"5","area_code":"250","members_type":"PRO","new_member_date_2":"2022-03-14","cert_status":"WITHDRAWN","phone_2":"2508338436","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"311135","intcode":"21","blocnote":"July 4 2025 vm\r\nLN \/ 01 October 2025 Wrong number\n2026 May 12 call reached Diane but disconnected quickly, likely voicemail\n2026 May 12 contact declined to continue conversation due to being at work.","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T14:58:45-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25P01578","temp_intcode_for_auto_old_int_code":"21","old_int_code":"06","last_infoline_date_type":"2022-06-07","last_act_type":"2024-07-31","pcl_status":"P","pcl_completion_date":"2022-08-04","pf1_status":"P","pf1_completion_date":"2022-10-24","pf2_status":"P","pf2_completion_date":"2023-02-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-06-07","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"diane.worswick@gmail.com","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","thewithdrawaldate":"2024-05-02","aitm_status_called":"2026-05-12T15:11:41-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Diane to discuss her lapsed Professional membership with the National Payroll Institute, but Diane declined to continue the conversation due to being at work and not having time.","aitm_callsummarytitle":"User declined renewal discussion due to time constraints","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_bb4fa92a5c9e9c28f4008632c24","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bb4fa92a5c9e9c28f4008632c24","onesentencenotrenewed":"User declined to continue the conversation due to lack of time at work.","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P01578","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"38420","email":"samdeschamps4@gmail.com","first_name":"Samuel","last_name":"Deschamps","phone":"2892003728","orgname":"Hamilton Beach","customer_acct_name":"Hamilton Beach","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Samuel Deschamps","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"289","members_type":"CAND","new_member_date_2":"2023-04-28","phone_2":"2892003728","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324222","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03569","last_act_type":"2023-08-27","pcl_status":"P","pcl_completion_date":"2023-08-27","pf1_status":"P","pf1_completion_date":"2023-12-27","pf2_status":"P","pf2_completion_date":"2024-04-15","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Nov no answer\r\nLNC Dec 5 2025 vm\r\nLNC Dec 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T09:31:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"samdeschamps4@gmail.com","pcl_completion_date_5":"2028-08-27","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03569","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"38290","email":"alifofana9@gmail.com","first_name":"Ali","last_name":"Fofana","phone":"5148491234","orgname":"CDI College - Montr\u00e9al Campus","customer_acct_name":"CDI College - Montr\u00e9al Campus","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Ali Kadamina Fofana, PCP","language":"French","canceldate":"2023-07-11","cpa_certification":"SCP","time_zone":"2","area_code":"514","members_type":"CORP","new_member_date_2":"2012-05-01","cert_status":"WITHDRAWN_CPE","phone_2":"5143183711","province":"QC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"197860","organization_id":"70460","pipeline_2_members_only_ast":"","paid_thru":"2027-03-31","intcode":"99","blocnote":"LN 15 sept 2025 cet in enseignant et n'ont pas son num\u00e9ro personnel","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T11:43:00-04:00","temp_do_id_for_auto_old_do_id":"LB2504222","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2504222","old_int_code":"16","last_act_type":"2026-04-05","company_paid_thru":"2027-03-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2012-08-09","pf1_status":"P","pf1_completion_date":"2013-01-31","pf2_status":"P","pf2_completion_date":"2013-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-03-21","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"alifofana9@gmail.com","pcl_completion_date_5":"2017-08-09","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"45701","email":"lyndabrousseau@laseramp.com","first_name":"Lynda","last_name":"Brousseau","phone":"4507766982","orgname":"Laser Amp","customer_acct_name":"Laser Amp","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"293407","full_name":"Lynda Brousseau","members_type":"CORP","paid_thru":"2023-09-30","organization_id":"67446","trc":"False","wera":"False","province":"QC","last_act_type":"2020-05-10","language":"French","corp_cancel_date":"2023-08-25","do_id":"L25O3341","number_of_passed_courses":"0","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":"L25O3341","npi_email_temp":"lyndabrousseau@laseramp.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39646","email":"cstinert@hotmail.com","first_name":"Carissa","last_name":"Stinert","phone":"4038720716","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Carissa Stinert","language":"English","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C03911","phone_2":"4038720716","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326842","temp_do_id_for_auto_old_do_id":"L25C03911","canceldate":"2025-01-07","new_member_date_2":"2023-11-08","paid_thru":"2024-10-31","last_act_type":"2023-09-11","pcl_status":"F","pcl_completion_date":"2024-02-26","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Dec 2 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T12:14:00-05:00","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":"9","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"cstinert@hotmail.com","pcl_completion_date_5":"2029-02-26","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"40312","email":"mujtaba_siddiqi@hotmail.com","first_name":"Mujtaba","last_name":"Siddiqui","phone":"4165494490","orgname":"","customer_acct_name":"","tags":"250709 phone cannot be recovered","ip4":"127.0.0.1","fields":{"full_name":"Mujtaba Ahmed Siddiqui, PCP","language":"English","canceldate":"2024-02-27","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"PRO","new_member_date_2":"2025-07-07","cert_status":"ACTIVE","phone_2":"4373412255","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"290893","intcode":"99","blocnote":"July 7 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T15:14:00-04:00","old_int_code":"16","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2506537","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P01437","last_act_type":"2026-05-26","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-04-18","pf2_status":"P","pf2_completion_date":"2022-04-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-20","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mujtaba_siddiqi@hotmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","organization_id":"127848","company_paid_thru":"2027-02-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38344","email":"yalokb@gmail.com","first_name":"Nataliya","last_name":"Boyko","phone":"7802008101","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Nataliya Boyko","language":"English","canceldate":"2024-06-04","time_zone":"4","area_code":"780","members_type":"CAND","new_member_date_2":"2023-04-24","phone_2":"7802008101","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324195","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03560","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":"2025-11-27T11:05:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"yalokb@gmail.com","pcl_completion_date_5":"2028-07-26","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03560","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"40263","email":"yaacoubsalloum@gmail.com","first_name":"Yaacoub","last_name":"Salloum","phone":"5145823793","orgname":"CRA","customer_acct_name":"CRA","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Yaacoub Salloum","language":"English","canceldate":"2024-07-03","cpa_certification":"PCP","time_zone":"2","area_code":"514","members_type":"PRO","do_id":"L25P01388","new_member_date_2":"2023-05-02","cert_status":"WITHDRAWN","phone_2":"5145823793","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"286335","intcode":"06","blocnote":"July 7 2025 vm\n2026 May 25 reached voicemail, left message\n2026 May 25 reached voicemail, left message","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:06-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25P01388","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-01-10","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":"2023-06-21","number_of_passed_courses":"4","old_int_code":"07","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"yaacoubsalloum@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","thewithdrawaldate":"2024-07-03","aitm_status_called":"2026-05-25T12:22:12-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The agent called Yaacoub on behalf of the National Payroll Institute but reached voicemail and left a message as Yaacoub was not available.","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","session_id":"call_008d6162d6554b720c5715f61c7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_008d6162d6554b720c5715f61c7","number_of_total_call_attempts":"2"}},"seriesid":"163"}
{"contact":{"id":"36641","email":"emsmith@cad-accounting.com","first_name":"Evelyn","last_name":"Smith","phone":"6395363332","orgname":"Bookkeeping and Tax Solutions","customer_acct_name":"Bookkeeping and Tax Solutions","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Evelyn Smith","language":"English","canceldate":"2023-02-02","time_zone":"3","area_code":"639","members_type":"CAND","do_id":"L25C00829","new_member_date_2":"2021-04-15","phone_2":"5098262787","province":"WA","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"264121","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25C00829","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-08-31","pcl_status":"P","pcl_completion_date":"2021-06-21","pf1_status":"F","pf1_completion_date":"2021-09-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-08-31","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"emsmith@cad-accounting.com","pcl_completion_date_5":"2026-06-21","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31"}},"seriesid":"163"}
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{"contact":{"id":"44237","email":"cethom1212@gmail.com","first_name":"Catherine","last_name":"Thom","phone":"6139180401","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM, 251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"48401","full_name":"Catherine Thom","members_type":"PRO","canceldate":"2025-11-04","new_member_date_2":"2001-09-01","paid_thru":"2025-08-31","phone_2":"6139180401","cert_status":"WITHDRAWN","province":"ON","cpa_certification":"CPM","last_act_type":"2026-02-02","language":"English","pds_october":"5","last_conf_date_type":"2022-06-07","do_id":"L25P2647","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P2647","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"LN Nov 12 2025 number not in service.","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T14:17:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"cethom1212@gmail.com","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"40150","email":"annesophie.pinault@gmail.com","first_name":"Anne","last_name":"Pinault","phone":"5145278686","orgname":"Lantic Inc.","customer_acct_name":"Lantic Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Anne Sophie Pinault, LAP","language":"French","canceldate":"2023-09-27","cpa_certification":"GAP","time_zone":"2","area_code":"514","members_type":"CORP","new_member_date_2":"2010-11-25","pds_april":"2","cert_status":"ACTIVE","phone_2":"5142241956","province":"QC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"178294","organization_id":"127208","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2504350","pds_august":"2","old_do_id":"LB2504350","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pds_september":"2","last_infoline_date_type":"2025-08-25","last_conf_date_type":"2026-06-02","last_act_type":"2026-12-01","company_paid_thru":"2027-01-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2011-07-06","pf1_status":"P","pf1_completion_date":"2012-01-03","pf2_status":"P","pf2_completion_date":"2012-04-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-10-12","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"annesophie.pinault@gmail.com","pcl_completion_date_5":"2016-07-06","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"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","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"38139","email":"xuyang0315@gmail.com","first_name":"Yang","last_name":"Xu","phone":"2369840696","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Yang Xu","language":"English","canceldate":"2024-02-15","time_zone":"5","area_code":"236","members_type":"CAND","new_member_date_2":"2023-04-17","phone_2":"2369840696","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323962","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03536","last_act_type":"2024-02-15","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T16:48:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"xuyang0315@gmail.com","pipeline_2_members_only_ast":"","old_int_code":"06","date_of_renewal_identification":"","old_do_id":"L25C03536","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"44316","email":"lent1213@yahoo.com","first_name":"Tu","last_name":"Tran","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"329242","full_name":"Tu Nguyen Tran","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2023-09-13","paid_thru":"2025-08-31","phone_2":"5147997532","pcl_status":"F","pcl_completion_date":"2024-03-04","province":"QC","last_act_type":"2025-03-31","language":"English","last_infoline_date_type":"2025-03-31","do_id":"L25C8111","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8111","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"lent1213@yahoo.com","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"38186","email":"sstapley@carebridge.ca","first_name":"Samantha","last_name":"Stapley","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Samantha Stapley","language":"English","time_zone":"2","area_code":"613","members_type":"PRO","new_member_date_2":"2025-08-15","phone_2":"6139781622","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"329486","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2507311","last_act_type":"2026-04-30","pcl_status":"P","pcl_completion_date":"2024-01-22","pf1_status":"P","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pf1_completion_date":"2025-11-25","pf2_status":"P","old_do_id":"L25C04246","npi_email_temp":"sstapley@carebridge.ca","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-02-26","cert_status":"ACTIVE","pf2_completion_date":"2026-04-15","pcl_completion_date_5":"2029-01-22","pcp_we":"APPROVED","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","cpa_certification":"PCP"}},"seriesid":"163"}
{"contact":{"id":"42689","email":"nickevans242@gmail.com","first_name":"Nicholas","last_name":"Evans","phone":"2896974148","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":"339130","full_name":"Nicholas Evans","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05706","new_member_date_2":"2024-06-25","city_1":"St. Catharines","province":"ON","language":"English","time_zone":"2","area_code":"289","phone_2":"2896974148","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-08-02","paid_thru":"2025-05-31","cert_status":"PENDING","temp_do_id_for_auto_old_do_id":"L25C05706","cpa_certification":"PCP","last_act_type":"2024-12-13","pcl_status":"P","pcl_completion_date":"2024-10-09","pf1_status":"P","pf1_completion_date":"2025-01-20","pf2_status":"P","pf2_completion_date":"2025-05-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-13","number_of_passed_courses":"4","blocnote":"LNC Nov 11 2025 Survey completed. He said he was a member because it was part of his accounting course.","dhmsfin_telemarketing_last_contacted_date":"2025-11-11T14:23:00-05:00","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":"No","notrenewedacquired":"Yes","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":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","date_of_renewal_identification":"","trc":"True","wera":"True","npi_email_temp":"nickevans242@gmail.com","pcl_completion_date_5":"2029-10-09","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"36650","email":"estelle@bestelle.ca","first_name":"Estelle","last_name":"Badigra","phone":"6137967525","orgname":"Estelle Badigra","customer_acct_name":"Estelle Badigra","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Estelle Monsey G. Badigra, Comptable","language":"French","canceldate":"2023-08-02","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"L25C01623","new_member_date_2":"2021-06-04","phone_2":"5149777525","province":"ON","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"301993","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C01623","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-23","pcl_status":"P","pcl_completion_date":"2021-10-10","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"estelle@bestelle.ca","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"40168","email":"sebastian.saboori@gmail.com","first_name":"Siavash","last_name":"Saboori-Korooyeh","phone":"6042002033","orgname":"Self Rise Training Society","customer_acct_name":"Self Rise Training Society","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Siavash Saboori-Korooyeh","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P00963","new_member_date_2":"2022-08-12","cert_status":"WITHDRAWN","phone_2":"6044308626","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"235141","intcode":"06","blocnote":"July 4 2025 vm\r\nLN \/ 01 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T16:43:00-04:00","paid_thru":"2023-07-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P00963","temp_intcode_for_auto_old_int_code":"06","old_int_code":"21","last_act_type":"2024-01-01","pcl_status":"P","pcl_completion_date":"2015-07-20","pf1_status":"P","pf1_completion_date":"2015-09-01","pf2_status":"P","pf2_completion_date":"2015-09-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-04-15","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sebastian.saboori@gmail.com","pcl_completion_date_5":"2020-07-20","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"40170","email":"mary_miramontes@yahoo.com","first_name":"Maria","last_name":"Miramontes","phone":"6138206610","orgname":"Colliers Project Leaders Inc.","customer_acct_name":"Colliers Project Leaders Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Maria Miramontes, PLP","language":"English","canceldate":"2024-05-06","cpa_certification":"CPM","time_zone":"2","area_code":"613","members_type":"CORP","new_member_date_2":"2022-05-26","pds_april":"1","cert_status":"ACTIVE","phone_2":"4036169777","province":"QC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"180219","organization_id":"100884","intcode":"99","blocnote":"July 4 2025 Maria no longer with the organization","dhmsfin_telemarketing_last_contacted_date":"2025-07-04T17:29:00-04:00","old_int_code":"16","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2506339","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","old_do_id":"LB2506339","pds_september":"1","last_infoline_date_type":"2025-07-24","last_act_type":"2026-12-01","company_paid_thru":"2027-03-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2011-05-11","pf1_status":"P","pf1_completion_date":"2011-09-21","pf2_status":"P","pf2_completion_date":"2012-01-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-01-21","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"mary_miramontes@yahoo.com","pcl_completion_date_5":"2016-05-11","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36878","email":"stephaniehamelin@live.ca","first_name":"St\u00e9phanie","last_name":"Hamelin","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"St\u00e9phanie Hamelin","language":"French","canceldate":"2024-05-02","time_zone":"2","area_code":"819","members_type":"AST","do_id":"L25A01526","new_member_date_2":"2022-03-08","phone_2":"8196990890","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"268048","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A01526","last_infoline_date_type":"2023-01-24","last_act_type":"2023-01-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"stephaniehamelin@live.ca","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:53-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1"}},"seriesid":"163"}
{"contact":{"id":"36677","email":"jaack345@outlook.com","first_name":"Joyce","last_name":"King","phone":"","orgname":"Zgud Enterprise Ltd.","customer_acct_name":"Zgud Enterprise Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Joyce King","language":"English","canceldate":"2023-04-04","time_zone":"2","area_code":"705","members_type":"CAND","do_id":"L25C01084","new_member_date_2":"2020-02-24","phone_2":"7058162746","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"286051","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C01084","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-28","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2021-10-31","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"jaack345@outlook.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"36690","email":"renee.hart@yahoo.ca","first_name":"Renee","last_name":"Stewart","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Renee Stewart","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C02587","new_member_date_2":"2022-06-28","phone_2":"5198015836","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314358","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02587","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-28","pcl_status":"P","pcl_completion_date":"2022-10-30","pf1_status":"F","pf1_completion_date":"2023-02-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"renee.hart@yahoo.ca","pcl_completion_date_5":"2027-10-30","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"44257","email":"elizabethamandakent@gmail.com","first_name":"Amanda","last_name":"Kent","phone":"7053247323","orgname":"Community Care City of Kawartha Lakes","customer_acct_name":"Community Care City of Kawartha Lakes","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340152","full_name":"Amanda Kent","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-04","paid_thru":"2025-08-31","phone_2":"7053084001","pcl_status":"F","pcl_completion_date":"2025-01-07","province":"ON","last_act_type":"2026-01-14","language":"English","extension_phone_1":"234","do_id":"L25C8319","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8319","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"elizabethamandakent@gmail.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"42688","email":"neha1989mehta@gmail.com","first_name":"Neha","last_name":"Jain","phone":"2508835566","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":"338989","full_name":"Neha Jain","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05705","new_member_date_2":"2024-06-17","city_1":"Victoria","province":"BC","language":"English","time_zone":"5","area_code":"250","phone_2":"2508835566","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":"L25C05705","last_act_type":"2024-06-15","pcl_status":"F","pcl_completion_date":"2024-09-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T12:08:00-05:00","temp_intcode_for_auto_old_int_code":"06","onesentencenotrenewed":"","npi_email_temp":"neha1989mehta@gmail.com","pcl_completion_date_5":"2029-09-23","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"38253","email":"vibhuchopra1993@gmail.com","first_name":"Vaibhav","last_name":"Chopra","phone":"6478636907","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Vaibhav Chopra","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C03985","new_member_date_2":"2023-08-01","phone_2":"6478636907","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327489","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C03985","last_act_type":"2023-07-31","pcl_status":"P","pcl_completion_date":"2023-12-04","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 17 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T09:01:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"vibhuchopra1993@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"38434","email":"s.thibaultbarill@gmail.com","first_name":"Sharon","last_name":"Thibault-Barill","phone":"7057591212","orgname":"Prouse","customer_acct_name":"Prouse","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Sharon Thibault-Barill","language":"English","canceldate":"2024-08-02","cpa_certification":"PCP","time_zone":"2","area_code":"705","members_type":"PRO","do_id":"L25P00773","new_member_date_2":"2012-06-13","cert_status":"WITHDRAWN","phone_2":"7059871171","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"200278","intcode":"16","blocnote":"June 18 2025 The receptionist said Sharon retired last Friday.\n2026 May 25 contact confirmed no Sharon Thibault-Barill at this number or organization","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:05-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"08","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25P00773","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2024-02-23","last_act_type":"2024-10-31","pcl_status":"P","pcl_completion_date":"2012-10-04","pf1_status":"P","pf1_completion_date":"2013-05-06","pf2_status":"P","pf2_completion_date":"2015-02-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-05-28","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"s.thibaultbarill@gmail.com","pcl_completion_date_5":"2017-10-04","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","thewithdrawaldate":"2024-08-02","aitm_status_called":"2026-05-25T12:07:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called PROS and asked for Sharon Thibault-Barill, but the user confirmed that Sharon is not at this number or organization. The call ended after this confirmation.","aitm_callsummarytitle":"Contact not found at number","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c7a7fbeeff04c76413592051e13","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c7a7fbeeff04c76413592051e13","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"42683","email":"servicescomptables@mcmasterville.ca","first_name":"France","last_name":"Desautels","phone":"4504673580","orgname":"Municipalit\u00e9 de McMasterville","customer_acct_name":"Municipalit\u00e9 de McMasterville","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"327558","full_name":"France Desautels","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01317","organization_id":"327557","coidnewmbrdate":"2023-08-02","city_1":"McMasterville","province":"QC","language":"French","time_zone":"2","area_code":"450","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-07-31","temp_do_id_for_auto_old_do_id":"L25O01317","last_infoline_date_type":"2025-10-07","last_act_type":"2025-10-07","number_of_passed_courses":"0","intcode":"07","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T13:58:00-05:00","temp_intcode_for_auto_old_int_code":"07","trc":"False","wera":"False","npi_email_temp":"servicescomptables@mcmasterville.ca","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","company_paid_thru":"2025-07-31","corp_cancel_date":"2025-08-01","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"40383","email":"hanyuzhy@gmail.com","first_name":"Hank","last_name":"Zhang","phone":"6047246358","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":"333075","full_name":"Hank Zhang","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2024-03-21","city_1":"Port Coquitlam","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"6047246358","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"LB2505337","last_act_type":"2024-03-21","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 27 November 2025 He needed it just for the course he was taking but not anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T18:16:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C04796","do_id":"LB2505337","npi_email_temp":"hanyuzhy@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"40293","email":"conniexj2009@gmail.com","first_name":"Connie","last_name":"Xia","phone":"","orgname":"CIMS Limited Partnership","customer_acct_name":"CIMS Limited Partnership","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Connie Jie Xia, PCP","language":"English","canceldate":"2024-08-02","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2020-06-04","cert_status":"ACTIVE","phone_2":"6044753866","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"289322","organization_id":"297967","intcode":"99","blocnote":"July 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T14:44:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2504806","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2504806","old_int_code":"6","last_infoline_date_type":"2022-01-31","last_act_type":"2024-02-08","company_paid_thru":"2027-01-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2020-10-04","pf1_status":"P","pf1_completion_date":"2021-03-22","pf2_status":"P","pf2_completion_date":"2021-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-01","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"conniexj2009@gmail.com","pcl_completion_date_5":"2025-10-04","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"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, 260522 Lapsed DEL","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","latest_paid_thru":"2025-05-31","company_paid_thru":"2025-05-31","corp_cancel_date":"2025-08-02","date_of_renewal_identification":"","ln_entered_date":"2026-05-27","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40253","email":"reysaranillo@gmail.com","first_name":"Reynaldo","last_name":"Saranillo","phone":"9059607123","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Reynaldo Saranillo","language":"English","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25P01378","phone_2":"9059607123","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"285138","intcode":"02","blocnote":"July 7 2025 he just answered the one question and he wants more help with resuming his PCP designation\n2026 May 25 contact wants to renew and sent the email - NPI# 40253","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:07-04:00","onesentencenotrenewed":"The only reason I didnt renew my membership is that I was not working and now I am back to work and I want resume my PCP designation","temp_do_id_for_auto_old_do_id":"L25P01378","temp_intcode_for_auto_old_int_code":"02","canceldate":"2024-02-03","new_member_date_2":"2022-12-15","paid_thru":"2023-11-30","cert_status":"WITHDRAWN","cpa_certification":"PCP","last_act_type":"2024-03-05","old_int_code":"88","pcl_status":"P","pcl_completion_date":"2020-03-08","pf1_status":"P","pf1_completion_date":"2020-04-12","pf2_status":"P","pf2_completion_date":"2020-06-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-12-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"reysaranillo@gmail.com","pcl_completion_date_5":"2025-03-08","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","thewithdrawaldate":"2024-02-03","aitm_status_called":"2026-05-25T12:07:07-04:00","number_of_call_attempts":"0","sendapplicationform":"2026-05-25T12:15:00-04:00","thewithdrawaldate_3_years":"2027-02-03","npi_transcriptsummary":"The agent contacted Reynaldo to discuss his lapsed Professional membership with the National Payroll Institute. Reynaldo expressed interest in renewing, rated his satisfaction as 4 out of 5, and the agent sent him an email with the renewal application form and instructions.","aitm_callsummarytitle":"Renewal Interest Confirmed and Application Sent","notrenewedwanttorenew":"Yes","mini_nps":"4","initialvalue":"Career","age_range":"46-60","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_9b17e71cda0693fe19ddec311c2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9b17e71cda0693fe19ddec311c2","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36675","email":"cheryl.firestine@carel.com","first_name":"Cheryl","last_name":"Firestine","phone":"7176640500","orgname":"Carel USA","customer_acct_name":"Carel USA","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Cheryl Firestine","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"717","members_type":"CAND","do_id":"L25C02324","new_member_date_2":"2022-04-26","province":"PA","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"312324","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C02324","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-25","pcl_status":"P","pcl_completion_date":"2022-10-19","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"cheryl.firestine@carel.com","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"38345","email":"nazishhahmad@gmail.com","first_name":"Nazish","last_name":"Ahmad","phone":"6477020783","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Nazish Ahmad","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C03762","new_member_date_2":"2023-06-06","phone_2":"6477020783","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"325805","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03762","last_act_type":"2023-08-17","pcl_status":"F","pcl_completion_date":"2023-08-17","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:54:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"nazishhahmad@gmail.com","pcl_completion_date_5":"2028-08-17","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"38419","email":"theattwoods01@gmail.com","first_name":"Silke","last_name":"Attwood","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Silke Attwood","language":"English","canceldate":"2025-02-04","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"PRO","do_id":"L25P00772","new_member_date_2":"2014-12-04","pds_april":"10","cert_status":"WITHDRAWN","phone_2":"7808131725","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"200200","intcode":"06","blocnote":"June 17 2025 vm\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:08-04:00","pds_july":"10","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25P00772","temp_intcode_for_auto_old_int_code":"6","pds_august":"10","pds_september":"10","last_infoline_date_type":"2023-05-25","last_conf_date_type":"2023-06-06","last_act_type":"2025-06-24","pcl_status":"P","pcl_completion_date":"2012-12-14","pf1_status":"P","pf1_completion_date":"2013-04-16","pf2_status":"P","pf2_completion_date":"2013-12-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-09-09","number_of_passed_courses":"4","pds_october":"10","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"10","npi_email_temp":"theattwoods01@gmail.com","pcl_completion_date_5":"2017-12-14","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","thewithdrawaldate":"2025-02-04","aitm_status_called":"2026-05-25T14:32:06-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach Silke, 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","session_id":"call_42d5fa685def891b0794cd7e321","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_42d5fa685def891b0794cd7e321"}},"seriesid":"163"}
{"contact":{"id":"36767","email":"ziaeisanaz@gmail.com","first_name":"Sanaz","last_name":"Ziaei","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sanaz Ziaei","language":"English","canceldate":"2023-02-02","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C00841","new_member_date_2":"2019-03-04","cert_status":"PENDING","phone_2":"6476429866","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"265565","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25C00841","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2019-09-17","last_act_type":"2021-02-27","pcl_status":"P","pcl_completion_date":"2018-09-09","pf1_status":"P","pf1_completion_date":"2018-10-09","pf2_status":"P","pf2_completion_date":"2019-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-03-01","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"ziaeisanaz@gmail.com","pcl_completion_date_5":"2023-09-09","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28"}},"seriesid":"163"}
{"contact":{"id":"38386","email":"lewzh71@gmail.com","first_name":"Wenzhong","last_name":"Le","phone":"4168325312","orgname":"ILSC Education Group","customer_acct_name":"ILSC Education Group","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Wenzhong Le","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2023-05-25","phone_2":"4168325312","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324204","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03565","last_act_type":"2023-08-28","pcl_status":"F","pcl_completion_date":"2023-08-17","number_of_passed_courses":"0","trc":"False","wera":"False","sendapplicationform":"2025-11-27T11:35:00-05:00","blocnote":"LNC \/ 27 November 2025 Sent document for renewal - she was frustrated with NPI services","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:36:00-05:00","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"lewzh71@gmail.com","pcl_completion_date_5":"2028-08-17","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","old_int_code":"24","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03565","ln_entered_date":"2026-05-27"}},"seriesid":"163"}
{"contact":{"id":"38286","email":"hhrocks2@yahoo.ca","first_name":"Heather","last_name":"Horrocks","phone":"","orgname":"Self","customer_acct_name":"Self","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Heather Horrocks","language":"English","canceldate":"2024-05-02","cpa_certification":"CPM","time_zone":"2","area_code":"705","members_type":"PRO","do_id":"L25P00508","new_member_date_2":"2021-03-01","pds_april":"1","cert_status":"WITHDRAWN","phone_2":"7059771153","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"92573","intcode":"06","blocnote":"June 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T13:14:00-04:00","pds_july":"1","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25P00508","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_act_type":"2024-07-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-08-24","number_of_passed_courses":"1","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"hhrocks2@yahoo.ca","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"38151","email":"maijenniferly@outlook.com","first_name":"Mai","last_name":"Ly","phone":"5879695933","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Mai Ly","language":"English","canceldate":"2024-07-03","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"","new_member_date_2":"2023-06-01","phone_2":"5879695933","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"325680","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03740","last_act_type":"2023-09-09","pcl_status":"P","pcl_completion_date":"2023-09-09","pf1_status":"F","pf1_completion_date":"2024-01-26","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T11:25:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"maijenniferly@outlook.com","pcl_completion_date_5":"2028-09-09","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03740"}},"seriesid":"163"}
{"contact":{"id":"38142","email":"nicolehuang566@gmail.com","first_name":"Xiaojing","last_name":"Huang","phone":"4169393082","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Xiaojing Huang","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C04241","new_member_date_2":"2023-09-15","phone_2":"4169393082","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329444","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04241","last_act_type":"2023-09-15","pcl_status":"P","pcl_completion_date":"2023-12-18","pf1_status":"F","pf1_completion_date":"2024-03-19","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T14:19:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"nicolehuang566@gmail.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"38213","email":"mohammedmissaoui95@gmail.com","first_name":"Mohammed","last_name":"Missaoui","phone":"5148768780","orgname":"EQUANS Canada Inc.","customer_acct_name":"EQUANS Canada Inc.","tags":"npiAlert3, npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Mohammed Missaoui","language":"French","canceldate":"2024-10-29","time_zone":"2","area_code":"514","members_type":"CORP","new_member_date_2":"2023-11-27","phone_2":"5149991315","province":"QC","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"331919","organization_id":"122587","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2506498","date_of_renewal_identification":"2026-05-28","last_infoline_date_type":"2025-01-27","last_act_type":"2025-01-27","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2024-10-07","pf1_status":"P","pf1_completion_date":"2026-01-05","number_of_passed_courses":"2","old_do_id":"L25O02413","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T11:23:00-05:00","temp_intcode_for_auto_old_int_code":"99","old_int_code":"24","trc":"True","wera":"False","blocnote":"Ok Renewal","do_id":"LB2506498","npi_email_temp":"mohammedmissaoui95@gmail.com","pcl_completion_date_5":"2029-10-07","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38175","email":"laurierogers2@gmail.com","first_name":"Laurie","last_name":"Rogers","phone":"7056712489","orgname":"City of Greater Sudbury","customer_acct_name":"City of Greater Sudbury","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Laurie Rogers, PCP","language":"English","canceldate":"2024-02-08","cpa_certification":"PCP","time_zone":"2","area_code":"705","members_type":"CORP","new_member_date_2":"2022-02-10","cert_status":"ACTIVE","phone_2":"7056265858","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"238390","organization_id":"61972","intcode":"99","blocnote":"June 17 2025 vm\r\nSept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T18:57:00-04:00","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2506025","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2026-05-28","old_do_id":"L25O02153","old_int_code":"6","last_act_type":"2026-12-01","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2015-11-23","pf1_status":"P","pf1_completion_date":"2015-12-20","pf2_status":"P","pf2_completion_date":"2016-01-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-01-07","number_of_passed_courses":"4","paid_thru":"2026-08-31","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506025","npi_email_temp":"laurierogers2@gmail.com","pcl_completion_date_5":"2020-11-23","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41680","email":"jacynthe.seguin@cabotcorp.com","first_name":"Jacynthe","last_name":"S\u00e9guin","phone":"4503474371","orgname":"Plastiques Cabot Canada S.E.C.","customer_acct_name":"Plastiques Cabot Canada S.E.C.","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"312893","full_name":"Jacynthe S\u00e9guin","lead_status":"Lapsed Member","do_id":"L25O01092","members_type":"CORP","organization_id":"312892","coidnewmbrdate":"2022-05-11","city_1":"St-Jean Sur Richelieu","province":"QC","language":"French","time_zone":"2","area_code":"450","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O01092","number_of_passed_courses":"0","intcode":"07","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:04:00-05:00","temp_intcode_for_auto_old_int_code":"07","trc":"False","wera":"False","npi_email_temp":"jacynthe.seguin@cabotcorp.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38146","email":"wendyt2@telus.net","first_name":"Wendy","last_name":"Thomson","phone":"2049148164","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Wendy Thomson","language":"English","canceldate":"2024-09-04","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C03975","new_member_date_2":"2023-07-28","phone_2":"2049148164","province":"MB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327404","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03975","last_infoline_date_type":"2024-01-04","last_act_type":"2024-01-04","pcl_status":"P","pcl_completion_date":"2023-12-04","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T14:20:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"wendyt2@telus.net","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"40140","email":"jawilson27@hotmail.com","first_name":"Jamie","last_name":"Wilson","phone":"9058477608","orgname":"Paytrak Payroll Services Ltd.","customer_acct_name":"Paytrak Payroll Services Ltd.","tags":"npiAlert14, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Jamie Wilson, PCP","language":"English","canceldate":"2025-01-17","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2022-03-14","cert_status":"ACTIVE","phone_2":"9058157135","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","onesentencenotrenewed":" ","individual_id":"311120","organization_id":"20913","blocnote":"July 4 2025 he had a personal membership before \u00ab( that is the one that lapsed) now he is a member under the company`s name","dhmsfin_telemarketing_last_contacted_date":"2025-07-04T15:58:00-04:00","old_int_code":"13","date_of_renewal_identification":"2026-05-28","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25O05317","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2024-01-25","last_act_type":"2025-01-17","company_paid_thru":"2027-01-31","pcl_status":"P","pcl_completion_date":"2022-08-04","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":"2023-05-10","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25O05317","old_do_id":"LB2505546","npi_email_temp":"jawilson27@hotmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-03","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38235","email":"tbanjo19@gmail.com","first_name":"Temitope","last_name":"Banjo","phone":"9055842272","orgname":"Town of Caledon","customer_acct_name":"Town of Caledon","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Temitope Banjo, PLP","language":"English","canceldate":"2023-08-01","cpa_certification":"CPM","time_zone":"2","area_code":"905","members_type":"CORP","do_id":"","new_member_date_2":"2021-06-01","cert_status":"ACTIVE","phone_2":"6478838099","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"91303","organization_id":"218261","intcode":"99","blocnote":"June 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T13:01:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"L25P00504","temp_intcode_for_auto_old_int_code":"99","old_int_code":"21","last_act_type":"2026-04-05","company_paid_thru":"2026-09-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tbanjo19@gmail.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","date_of_renewal_identification":"","old_do_id":"L25P00504","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40186","email":"iskrobek@yahoo.ca","first_name":"Isabella","last_name":"Skrobek","phone":"9052599206","orgname":"Flipp Operations Inc.","customer_acct_name":"Flipp Operations Inc.","tags":"250709 phone cannot be recovered, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Isabella Skrobek, PCP","language":"English","canceldate":"2024-08-13","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2019-10-23","cert_status":"ACTIVE","phone_2":"6136634404","province":"BC","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","intcode":"99","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"282163","organization_id":"316761","blocnote":"wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T11:13:00-04:00","old_int_code":"16","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2505491","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2026-05-28","old_do_id":"L25O02163","last_infoline_date_type":"2025-11-17","last_act_type":"2026-04-05","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2020-02-02","pf1_status":"P","pf1_completion_date":"2020-05-24","pf2_status":"P","pf2_completion_date":"2020-10-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-03-05","number_of_passed_courses":"4","paid_thru":"2026-08-31","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505491","npi_email_temp":"iskrobek@yahoo.ca","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39687","email":"vmeloman@gmail.com","first_name":"Vincent","last_name":"Melo","phone":"6049824287","orgname":"United Way British Columbia","customer_acct_name":"United Way British Columbia","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Vincent Melo, PCP","language":"English","canceldate":"2023-09-13","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","new_member_date_2":"2025-06-13","cert_status":"ACTIVE","phone_2":"6043410195","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"326892","pipeline_2_members_only_ast":"","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2507644","old_do_id":"L25C03917","organization_id":"148638","last_act_type":"2025-09-22","company_paid_thru":"2026-08-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-12-04","pf1_status":"P","pf1_completion_date":"2024-03-28","pf2_status":"P","pf2_completion_date":"2024-07-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-09-18","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"vmeloman@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38147","email":"joel.a.atienza@gmail.com","first_name":"Joel","last_name":"Atienza","phone":"6476485022","orgname":"Multimatic Niche Vehicle","customer_acct_name":"Multimatic Niche Vehicle","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Joel Atienza","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25P00748","new_member_date_2":"2017-09-12","pds_april":"13","cert_status":"WITHDRAWN","phone_2":"6476485022","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"193922","sendapplicationform":"2025-10-31T12:11:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T14:47:27-04:00","intcode":"15","blocnote":"June 17 2025 Renewal only, application sent.\r\nNo longer at Multimatic per receptionist called 2nd number\r\nLN \/ 21 October 2025 Sent him the application so he can renew\r\nLN \/ 31 October 2025 She hasn't received the e-mail - I sent it again\n2026 May 15 contact answered and was asked about membership experience","pds_july":"13","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25P00748","temp_intcode_for_auto_old_int_code":"15","pds_august":"13","pds_september":"13","last_conf_date_type":"2014-06-17","last_act_type":"2025-01-31","pcl_status":"P","pcl_completion_date":"2012-04-24","pf1_status":"P","pf1_completion_date":"2012-10-01","pf2_status":"P","pf2_completion_date":"2012-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-10-17","number_of_passed_courses":"4","old_int_code":"06","pds_october":"13","trc":"False","wera":"False","pds_november":"13","npi_email_temp":"joel.a.atienza@gmail.com","pcl_completion_date_5":"2017-04-24","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","thewithdrawaldate":"2024-11-02","aitm_status_called":"2026-05-15T14:47:27-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent successfully reached Joel and introduced the purpose of the call regarding his lapsed Professional membership with the National Payroll Institute. The agent asked if Joel would be willing to answer a few quick questions about his membership experience.","aitm_callsummarytitle":"Initial contact about lapsed membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_03c390072bd655d7929766f779d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_03c390072bd655d7929766f779d","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"42703","email":"terunesh.sherif@gtaa.com","first_name":"Terunesh","last_name":"Sherif","phone":"4167763913","orgname":"Greater Toronto Airports Authority","customer_acct_name":"Greater Toronto Airports Authority","tags":"npiAlert12, npiAlert13, 250919 NPI LN sent to TM, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"183761","full_name":"Terunesh Sherif, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","organization_id":"25996","coidnewmbrdate":"1999-06-01","city_1":"Brampton","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"6477748144","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2507465","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"8","blocnote":"LN \/ 30 September 2025 Survey completed -  They want to renew now - the company had issues with the credit card before\r\nLN \/ 21 October 2025 - she said that the company paid but when she logged in it still showed that she was a non-member - she wants us to check and get back to her. renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T11:19:00-05:00","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","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":"Advance","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pds_september":"8","last_infoline_date_type":"2024-06-12","last_act_type":"2026-12-01","old_int_code":"02","pcl_status":"P","pcl_completion_date":"2012-01-12","pf1_status":"P","pf1_completion_date":"2012-06-20","pf2_status":"P","pf2_completion_date":"2012-08-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-02-03","number_of_passed_courses":"4","pds_october":"9","date_of_renewal_identification":"2026-05-28","trc":"True","wera":"False","pds_november":"9","company_paid_thru":"2026-10-31","do_id":"LB2507465","old_do_id":"L25O01326","npi_email_temp":"terunesh.sherif@gtaa.com","pcl_completion_date_5":"2017-01-12","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"40146","email":"elena.poyuchenko@vch.ca","first_name":"Elena","last_name":"Poyuchenko","phone":"6048754111","orgname":"Vancouver Coastal Health","customer_acct_name":"Vancouver Coastal Health","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Elena Poyuchenko","language":"English","canceldate":"2024-06-04","cpa_certification":"CPM","extension_phone_1":"22041","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P00957","new_member_date_2":"2015-04-28","cert_status":"WITHDRAWN","phone_2":"6478345602","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"234077","intcode":"06","blocnote":"July 4 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 12 call reached voicemail for Elena Poyachenko at Vancouver General Hospital\n2026 May 12 call reached voicemail\n2026 May 14 - Reached voicemail; no message left\n2026 May 14 - Reached voicemail; no message left\n2026 May 19 voicemail reached, no human interaction\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail.\n2026 May 21 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:09-04:00","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25P00957","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-02-09","pcl_status":"P","pcl_completion_date":"2015-08-24","pf1_status":"P","pf1_completion_date":"2015-12-21","pf2_status":"P","pf2_completion_date":"2016-04-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-11-12","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"elena.poyuchenko@vch.ca","pcl_completion_date_5":"2020-08-24","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","thewithdrawaldate":"2024-06-04","aitm_status_called":"2026-05-21T12:47:10-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went to voicemail immediately.","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","session_id":"call_7d98ce4965774e709b638b920e9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7d98ce4965774e709b638b920e9","mini_nps":"3","onesentencenotrenewed":"Not applicable - voicemail reached.","initialvalue":"Other","othermemberbenefit":"Voicemail - no details","prootherreasonsnottorenew":"Voicemail - no reason provided","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"seriesid":"163"}
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{"contact":{"id":"36684","email":"martine.chardon@outlook.com","first_name":"Martine","last_name":"Chardon","phone":"2503891211","orgname":"Island Community Mental Health","customer_acct_name":"Island Community Mental Health","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Martine Chardon","language":"English","canceldate":"2023-12-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C00833","new_member_date_2":"2021-09-29","phone_2":"7783223173","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"264683","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25C00833","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-13","pcl_status":"F","pcl_completion_date":"2023-07-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"martine.chardon@outlook.com","pcl_completion_date_5":"2028-07-12","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"36660","email":"thompsonalisonclaire@gmail.com","first_name":"Alison","last_name":"Thompson","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Alison Thompson","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"289","members_type":"CAND","do_id":"L25C02584","new_member_date_2":"2022-08-25","phone_2":"2892186349","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314334","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":"L25C02584","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-18","pcl_status":"F","pcl_completion_date":"2022-12-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"thompsonalisonclaire@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"36691","email":"michelle@focusbookkeeping.ca","first_name":"Michelle","last_name":"Heidt","phone":"7805392624","orgname":"Focus Bookkeeping Business Services Inc.","customer_acct_name":"Focus Bookkeeping Business Services Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Michelle Heidt","language":"English","canceldate":"2023-08-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01628","new_member_date_2":"2021-06-10","phone_2":"7809332565","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"302158","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C01628","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-27","pcl_status":"P","pcl_completion_date":"2021-10-17","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"michelle@focusbookkeeping.ca","pcl_completion_date_5":"2026-10-17","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36805","email":"linda.steeves@hotmail.com","first_name":"Linda","last_name":"Steeves","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Linda Steeves","language":"English","canceldate":"2023-01-05","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01334","new_member_date_2":"2020-11-10","phone_2":"7802579327","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"294754","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01334","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-09-17","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"P","pf1_completion_date":"2021-08-29","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"linda.steeves@hotmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"40266","email":"ericaannetanilon@yahoo.com","first_name":"Ma","last_name":"Tanilon","phone":"6046624969","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ma Erica Anne Tanilon, PCP","language":"English","canceldate":"2023-03-14","cpa_certification":"CPM","time_zone":"5","area_code":"604","members_type":"PRO","new_member_date_2":"2025-11-13","cert_status":"ACTIVE","phone_2":"6043543157","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"286557","blocnote":"July 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T13:44:00-04:00","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2505109","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25P01391","old_int_code":"99","last_infoline_date_type":"2026-03-03","last_act_type":"2026-04-17","pcl_status":"P","pcl_completion_date":"2020-08-19","pf1_status":"P","pf1_completion_date":"2020-09-13","pf2_status":"P","pf2_completion_date":"2020-10-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-03-14","number_of_passed_courses":"4","date_of_renewal_identification":"","paid_thru":"2026-10-31","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505109","npi_email_temp":"ericaannetanilon@yahoo.com","pcl_completion_date_5":"2025-08-19","organization_id":"8176","formatted_paid_thru":"31\/12\/2026","company_paid_thru":"2026-12-31","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42699","email":"sylviet630@hotmail.com","first_name":"Sylvie","last_name":"Turcotte","phone":"5149476373","orgname":"Supremex Inc.","customer_acct_name":"Supremex Inc.","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"17344","full_name":"Sylvie Turcotte","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2003-11-12","organization_id":"62272","coidnewmbrdate":"2020-07-06","city_1":"Lasalle","province":"QC","language":"French","time_zone":"2","area_code":"514","phone_2":"5144576373","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2005-12-01","paid_thru":"2026-05-31","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2507397","last_infoline_date_type":"2025-10-24","last_act_type":"2025-10-24","company_paid_thru":"2026-05-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507397","old_do_id":"L25O01324","npi_email_temp":"sylviet630@hotmail.com","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36811","email":"kpks102@gmail.com","first_name":"Komalpreet","last_name":"Kaur","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Komalpreet Kaur","language":"English","canceldate":"2024-09-04","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02098","new_member_date_2":"2022-07-13","cert_status":"PENDING","phone_2":"6479786830","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"309912","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":"L25C02098","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-06-12","pcl_status":"P","pcl_completion_date":"2022-11-09","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":"2023-02-03","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"kpks102@gmail.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"38303","email":"carolban@gmail.com","first_name":"Changmin","last_name":"Ban","phone":"4165677869","orgname":"6703054 Canada Inc.","customer_acct_name":"6703054 Canada Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Changmin Ban","language":"English","canceldate":"2024-02-03","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"PRO","new_member_date_2":"2015-12-17","cert_status":"WITHDRAWN","phone_2":"6478797099","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"239656","intcode":"01","blocnote":"June 17 2025 The person who answered said that Changmin is out of the country\r\nLN Oct 1 2025 vm\n2026 May 13 - Reached voicemail; no human contact.\n2026 May 13 - Contact (Changmin) says membership suspended and refused to answer questions","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T11:22:16-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25P01004","temp_intcode_for_auto_old_int_code":"01","old_int_code":"06","last_infoline_date_type":"2021-11-15","last_act_type":"2024-07-30","pcl_status":"P","pcl_completion_date":"2016-03-20","pf1_status":"P","pf1_completion_date":"2016-05-16","pf2_status":"P","pf2_completion_date":"2016-07-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-01-14","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"carolban@gmail.com","pcl_completion_date_5":"2021-03-20","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","thewithdrawaldate":"2024-02-03","aitm_status_called":"2026-05-13T11:36:44-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent reached Changmin to inform them their NPI Professional membership lapsed; the contact said they suspended it and refused to answer any questions. No further action was taken.","aitm_callsummarytitle":"Contact refused survey after suspending membership","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact has suspended the membership and does not want to answer questions.","initialvalue":"Other","othermemberbenefit":"Not provided","prootherreasonsnottorenew":"Voicemail reached; no reason provided","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_b08a269a5769637ebe6b4863341","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b08a269a5769637ebe6b4863341","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P01004","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"38271","email":"wilsonsherryl@yahoo.com","first_name":"Sherry","last_name":"Wilson","phone":"5064292604","orgname":"EXIT Realty Advantage","customer_acct_name":"EXIT Realty Advantage","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Sherry Wilson, CEBS, CPHR, APA","language":"English","canceldate":"2024-10-02","cpa_certification":"CPM","time_zone":"1","area_code":"506","members_type":"PRO","new_member_date_2":"2017-08-08","pds_april":"7","cert_status":"WITHDRAWN","phone_2":"5064292604","province":"NB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"92390","intcode":"01","blocnote":"June 18 2025 Survey completed She said she would have considered staying a member if the rate for retirees was lower.\n2026 May 11 contact retired and let membership lapse, rated satisfaction 1","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T15:43:09-04:00","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":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Retired","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"It was rather far to go to conferences from where I live and there additional costs.","mini_nps":"1","age_range":"61+","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"7","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25P00507","temp_intcode_for_auto_old_int_code":"1","pds_august":"7","pds_september":"7","last_infoline_date_type":"2023-05-23","last_conf_date_type":"2016-06-15","last_act_type":"2024-12-31","pcl_status":"P","pcl_completion_date":"2014-09-25","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":"2015-08-26","number_of_passed_courses":"4","pds_october":"7","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"7","npi_email_temp":"wilsonsherryl@yahoo.com","pcl_completion_date_5":"2019-09-25","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","thewithdrawaldate":"2024-10-02","aitm_status_called":"2026-05-11T15:43:09-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Sherry regarding her lapsed Professional membership with the National Payroll Institute. Sherry explained she let it lapse due to retirement and rated her satisfaction as very low. The agent completed the survey questions and ended the call politely.","aitm_callsummarytitle":"Contact retired and declined renewal","notrenewedwanttorenew":"No","onesentencenotrenewed":"I retired, that's why I let the membership lapse.","initialvalue":"Career","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_a8981d36f4b60a2a30bf9a74d8a","old_do_id":"L25P00507","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a8981d36f4b60a2a30bf9a74d8a","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"45707","email":"kplume@intercarecorpgroup.com","first_name":"Kiera","last_name":"Plume","phone":"4032554969","orgname":"Intercare Corporate Group Inc.","customer_acct_name":"Intercare Corporate Group Inc.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"353796","full_name":"Kiera Plume","members_type":"CORP","paid_thru":"2025-06-30","organization_id":"13415","trc":"False","wera":"False","province":"AB","language":"English","corp_cancel_date":"2025-09-03","do_id":"L25O4375","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4375","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"kplume@intercarecorpgroup.com","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","company_paid_thru":"2025-06-30","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"40145","email":"marialamas@telus.net","first_name":"Maria","last_name":"Lamas","phone":"","orgname":"Calgary Philharmonic Society","customer_acct_name":"Calgary Philharmonic Society","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Maria Lamas, CPA CGA","language":"English","canceldate":"2024-11-04","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P00694","new_member_date_2":"2010-11-15","cert_status":"WITHDRAWN","phone_2":"4032770656","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"177873","intcode":"06","blocnote":"July 4 2025 vm\n2026 May 14 - Reached voicemail; call control prompted digit press, voicemail answered - no live contact\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:07-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25P00694","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2017-05-05","last_act_type":"2025-02-02","pcl_status":"P","pcl_completion_date":"2011-03-10","pf1_status":"P","pf1_completion_date":"2011-06-22","pf2_status":"P","pf2_completion_date":"2011-11-17","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":"marialamas@telus.net","pcl_completion_date_5":"2016-03-10","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","thewithdrawaldate":"2024-11-04","aitm_status_called":"2026-05-21T12:52:06-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached voicemail and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no human interaction","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail answered.","initialvalue":"Other","othermemberbenefit":"Voicemail interaction only","prootherreasonsnottorenew":"Voicemail reached, no reason provided","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8d5cf6261ed3ae58271c4d21540","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8d5cf6261ed3ae58271c4d21540","number_of_total_call_attempts":"7"}},"seriesid":"163"}
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{"contact":{"id":"38190","email":"ittafyag@yahoo.ca","first_name":"Ittaf","last_name":"Yaghi","phone":"2266006649","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ittaf Yaghi","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"226","members_type":"CAND","do_id":"L25C03979","new_member_date_2":"2023-08-22","phone_2":"2266006649","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327451","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C03979","last_act_type":"2023-08-22","pcl_status":"F","pcl_completion_date":"2024-09-23","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LNC \/ 27 November 2025 Completed but the courses are very expensive for her since she is the only provider for her family","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:30:00-05:00","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":"couldn't afford","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","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"didn't have time and no money for that","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":"ittafyag@yahoo.ca","pcl_completion_date_5":"2029-09-23","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"38163","email":"jennifer.bernier@adp.com","first_name":"Jennifer","last_name":"Bernier","phone":"4162077995","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Jennifer Bernier, PCP,CPB","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CORP","do_id":"","new_member_date_2":"2015-10-20","pds_april":"2","cert_status":"ACTIVE","phone_2":"5064790897","province":"NB","zerobounce_reason":"catch-all","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"238330","organization_id":"8176","pipeline_2_members_only_ast":"","intcode":"07","blocnote":"June 17 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T11:47:00-04:00","pds_july":"2","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25P00990","temp_intcode_for_auto_old_int_code":"7","pds_august":"2","pds_september":"2","last_infoline_date_type":"2024-11-10","last_conf_date_type":"2018-06-27","last_act_type":"2026-12-01","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2016-01-31","pf1_status":"P","pf1_completion_date":"2016-05-09","pf2_status":"P","pf2_completion_date":"2016-08-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-04-28","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"jennifer.bernier@adp.com","pcl_completion_date_5":"2021-01-31","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25P00990","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40180","email":"tmwinnick@yahoo.ca","first_name":"Tammy","last_name":"Kroeker","phone":"3063475506","orgname":"3sHealth (Health Shared Services Saskatchewan)","customer_acct_name":"3sHealth (Health Shared Services Saskatchewan)","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Tammy Kroeker, PCP","language":"English","canceldate":"2023-11-24","cpa_certification":"PCP","time_zone":"3","area_code":"306","members_type":"CORP","new_member_date_2":"2019-10-21","pds_april":"1","cert_status":"ACTIVE","phone_2":"3067502492","province":"SK","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"282077","organization_id":"12711","intcode":"99","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-07-04T16:42:00-04:00","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2507518","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","old_do_id":"LB2507518","old_int_code":"6","pds_september":"1","last_infoline_date_type":"2023-12-07","last_conf_date_type":"2026-06-25","last_act_type":"2026-12-01","company_paid_thru":"2027-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2022-09-04","pf2_status":"P","pf2_completion_date":"2022-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-06-30","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"tmwinnick@yahoo.ca","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40166","email":"jvandenhoven@lear.com","first_name":"Judy","last_name":"Carter","phone":"9056194328","orgname":"Lear Corporation","customer_acct_name":"Lear Corporation","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Judy Carter","language":"English","canceldate":"2024-03-02","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25P00699","new_member_date_2":"2011-01-07","pds_april":"13","cert_status":"WITHDRAWN","phone_2":"2893857628","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"179630","intcode":"03","blocnote":"July 4 2025 vm\r\nSept 11 2025 vm\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction\n2026 May 19 contact informed Judy retired, new person does not have contact info\n2026 May 21 contact informed Judy retired, no new contact info available","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:02:06-04:00","pds_july":"13","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25P00699","temp_intcode_for_auto_old_int_code":"03","pds_august":"13","pds_september":"13","last_infoline_date_type":"2023-12-15","last_act_type":"2024-05-31","pcl_status":"P","pcl_completion_date":"2011-05-11","pf1_status":"P","pf1_completion_date":"2011-08-25","pf2_status":"P","pf2_completion_date":"2012-05-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-04-13","number_of_passed_courses":"4","pds_october":"13","trc":"False","wera":"False","pds_november":"13","npi_email_temp":"jvandenhoven@lear.com","pcl_completion_date_5":"2016-05-11","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-21T11:02:06-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Judy regarding her lapsed Professional membership but was informed by the respondent that Judy has retired and no new contact information was available. The call ended after this information was provided.","aitm_callsummarytitle":"Contact Not Judy, No New Info","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_eeef94584870f86d0ab3e34dd9e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_eeef94584870f86d0ab3e34dd9e","notrenewedwanttorenew":"No","old_int_code":"6","number_of_calls_reached":"2","onesentencenotrenewed":"Contact informed that Judy has retired and no new contact information is available."}},"seriesid":"163"}
{"contact":{"id":"38173","email":"angelakathleenthompson@gmail.com","first_name":"Angela","last_name":"Thompson","phone":"2045737837","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Angela Thompson","language":"English","canceldate":"2024-06-04","time_zone":"3","area_code":"204","members_type":"CAND","new_member_date_2":"2023-04-19","phone_2":"2045737837","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324042","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03540","last_act_type":"2024-11-19","pcl_status":"P","pcl_completion_date":"2023-08-04","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T14:24:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"angelakathleenthompson@gmail.com","pcl_completion_date_5":"2028-08-04","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03540","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"44206","email":"brooke_1314@hotmail.com","first_name":"Brooke","last_name":"Small","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342056","full_name":"Brooke Small","members_type":"CAND","new_member_date_2":"2024-09-09","paid_thru":"2026-08-31","phone_2":"5198680590","pcl_status":"F","pcl_completion_date":"2025-01-07","province":"ON","last_act_type":"2026-09-01","language":"English","number_of_passed_courses":"0","time_zone":"2","lead_status":"Renewed Lapsed","temp_do_id_for_auto_old_do_id":"L25C8298","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-01-10","pipeline_1_lapsed_members":"Renewed lapsed","trc":"False","wera":"False","pf1_status":"F","intcode":"99","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"brooke_1314@hotmail.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","pf1_completion_date":"2026-04-29"}},"seriesid":"163"}
{"contact":{"id":"36759","email":"carolhi@bell.net","first_name":"Carol","last_name":"Hinton","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Carol Hinton","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"AST","new_member_date_2":"2019-04-02","cert_status":"PENDING","phone_2":"4165596621","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"263922","intcode":"01","blocnote":"June 13 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail\n2026 May 13 contact declined renewal due to cost concerns","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:06:43-04:00","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A01516","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2023-03-30","pcl_status":"P","pcl_completion_date":"2018-07-08","pf1_status":"P","pf1_completion_date":"2018-08-05","pf2_status":"P","pf2_completion_date":"2018-11-04","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":"carolhi@bell.net","pcl_completion_date_5":"2023-07-08","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T11:06:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent spoke with Carol about her lapsed Associate membership with the National Payroll Institute. Carol shared that she initially joined for seminars and rated her satisfaction as very high but declined to renew due to the cost. The agent acknowledged her concerns and concluded the call politely.","aitm_callsummarytitle":"Membership Renewal Declined Due to Cost","notrenewedwanttorenew":"No","mini_nps":"5","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3c188af1ab813b2ebc4d94ec31f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3c188af1ab813b2ebc4d94ec31f","onesentencenotrenewed":"Membership is too expensive.","initialvalue":"Seminar","age_range":"46-60","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01516","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"38360","email":"ahmadu2002ng@yahoo.com","first_name":"Babatunde","last_name":"Ahmadu","phone":"6393828208","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Babatunde Ahmadu","language":"English","canceldate":"2024-10-02","time_zone":"3","area_code":"639","members_type":"CAND","do_id":"L25C03562","new_member_date_2":"2023-08-15","phone_2":"6393828208","province":"SK","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"324197","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C03562","last_act_type":"2023-08-23","pcl_status":"F","pcl_completion_date":"2023-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:55:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ahmadu2002ng@yahoo.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"38145","email":"amandasefraser@gmail.com","first_name":"Amanda","last_name":"Fraser","phone":"6472740076","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Amanda Fraser","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C04470","new_member_date_2":"2023-11-23","phone_2":"6472740076","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331752","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04470","last_act_type":"2023-11-22","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 Nov 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T14:21:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"amandasefraser@gmail.com","pcl_completion_date_5":"2029-04-30","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"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","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"36955","email":"godaxs@icloud.com","first_name":"Suad","last_name":"Godax","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Suad Godax","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01898","new_member_date_2":"2021-12-03","phone_2":"9052789473","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"307891","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01898","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-02-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"godaxs@icloud.com","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"40210","email":"minazza3@gmail.com","first_name":"Azza","last_name":"Ibrahim","phone":"2892008826","orgname":"GFL Environmental Inc.","customer_acct_name":"GFL Environmental Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Azza Ibrahim, PCP","language":"English","canceldate":"2025-01-13","cpa_certification":"PCP","time_zone":"2","area_code":"289","members_type":"CORP","new_member_date_2":"2020-01-08","cert_status":"ACTIVE","phone_2":"6476864255","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","intcode":"99","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"","individual_id":"283094","organization_id":"91576","blocnote":"July 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T11:42:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2506467","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506467","old_int_code":"6","last_infoline_date_type":"2026-05-14","last_act_type":"2026-05-14","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","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":"2020-10-14","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"minazza3@gmail.com","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38201","email":"elainebai720@gmail.com","first_name":"Elaine","last_name":"Bai","phone":"6479379270","orgname":"OECTA","customer_acct_name":"OECTA","tags":"npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Elaine Bai","language":"English","time_zone":"2","area_code":"647","members_type":"CORP","do_id":"L25O05076","phone_2":"6479379270","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"331901","temp_do_id_for_auto_old_do_id":"L25O05076","number_of_passed_courses":"1","blocnote":"LNC \/ 17 November 2025 Completed but she is not working now","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T08:51:00-05:00","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":"she's on mat leave so she can't pay","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"Not working","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Native","intcode":"99","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","npi_email_temp":"elainebai720@gmail.com","date_of_renewal_identification":"2026-06-02","old_int_code":"01","pipeline_2_members_only_ast":"","ln_entered_date":"2026-06-02","old_do_id":"L25C04475","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"30\/11\/2026","company_paid_thru":"2026-11-30","latest_paid_thru":"2026-11-30","canceldate":"2025-01-07","new_member_date_2":"2023-11-27","paid_thru":"2026-11-30","organization_id":"139492","pcl_status":"P","pcl_completion_date":"2024-03-04","pf1_status":"E","province":"ON","company_status":"A"}},"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":"2026-05-15","last_act_type":"2026-05-15","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","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","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
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{"contact":{"id":"39158","email":"michellepirot@hotmail.com","first_name":"Michelle","last_name":"Mannara","phone":"4032252366","orgname":"Avanti Software Inc","customer_acct_name":"Avanti Software Inc","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Michelle Mannara, PLP","language":"English","canceldate":"2023-01-31","cpa_certification":"CPM","time_zone":"4","area_code":"403","members_type":"CORP","do_id":"","new_member_date_2":"2017-02-08","cert_status":"ACTIVE","phone_2":"7802175809","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"250367","organization_id":"8234","intcode":"99","blocnote":"June 23 2025 No one by the name Michelle there.","dhmsfin_telemarketing_last_contacted_date":"2025-06-23T15:59:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25P01090","temp_intcode_for_auto_old_int_code":"99","old_int_code":"21","last_infoline_date_type":"2025-10-11","last_act_type":"2025-10-11","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2017-06-04","pf1_status":"P","pf1_completion_date":"2017-09-24","pf2_status":"P","pf2_completion_date":"2018-03-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-02-08","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"michellepirot@hotmail.com","pcl_completion_date_5":"2022-06-04","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","date_of_renewal_identification":"","old_do_id":"L25P01090","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36685","email":"sudhita.kalava@healthstandards.org","first_name":"Sudhita","last_name":"Kalava","phone":"6132473038","orgname":"Health Standards Organization","customer_acct_name":"Health Standards Organization","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Sudhita Kalava","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"","new_member_date_2":"2022-04-26","phone_2":"6138698635","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND reached 3 years limit for renewal","intcode":"21","individual_id":"312325","temp_do_id_for_auto_old_do_id":"L25C02325","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-05-25","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2026-01-21","number_of_passed_courses":"1","paid_thru":"2026-08-31","trc":"True","wera":"False","npi_email_temp":"sudhita.kalava@healthstandards.org","pcl_completion_date_5":"2031-01-21","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02325","last_infoline_date_type":"2026-03-03","ln_entered_date":"2026-05-27"}},"seriesid":"163"}
{"contact":{"id":"40264","email":"erikaskalozub@hotmail.com","first_name":"Erika","last_name":"Skalozub","phone":"4033413903","orgname":"Traders Tec-Systems Controls Ltd.","customer_acct_name":"Traders Tec-Systems Controls Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Erika Skalozub","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P01389","new_member_date_2":"2020-03-05","cert_status":"WITHDRAWN_CPE","phone_2":"4035963949","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"286397","intcode":"06","blocnote":"July 7 2025 vm\n2026 May 14 - Reached voicemail, no live contact\n2026 May 14 - Gatekeeper answered, asked to hold for Erika\n2026 May 19 call reached voicemail.\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no human interaction\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:08-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25P01389","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2021-02-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-09-03","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"erikaskalozub@hotmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","thewithdrawaldate":"2024-05-02","aitm_status_called":"2026-05-21T11:52:05-04:00","number_of_call_attempts":"1","npi_transcriptsummary":"The call was not answered and went to voicemail immediately.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No live contact; voicemail reached.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"No contact\/voicemail","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_64ed8487e54a3206f83931df9ff","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_64ed8487e54a3206f83931df9ff","old_int_code":"03","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36693","email":"kchan4168@gmail.com","first_name":"Kimberly","last_name":"Chan","phone":"5875238891","orgname":"Press'd Gourmet The Sandwich Company","customer_acct_name":"Press'd Gourmet The Sandwich Company","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kimberly Chan","language":"English","canceldate":"2023-01-05","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C01869","new_member_date_2":"2021-12-15","phone_2":"7809834168","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"307572","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01869","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kchan4168@gmail.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
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{"contact":{"id":"38171","email":"juliedavid_@hotmail.com","first_name":"Julie","last_name":"David","phone":"4167547228","orgname":"Somerville Merchandising Inc.","customer_acct_name":"Somerville Merchandising Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Julie David","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","extension_phone_1":"101","time_zone":"2","area_code":"416","members_type":"PRO","do_id":"L25P00750","new_member_date_2":"2022-08-12","pds_april":"6","cert_status":"WITHDRAWN","phone_2":"4165615809","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"194218","intcode":"21","blocnote":"June 17 2025 vm\r\nSept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T18:58:00-04:00","pds_july":"6","paid_thru":"2023-07-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P00750","temp_intcode_for_auto_old_int_code":"21","pds_august":"6","pds_september":"6","last_infoline_date_type":"2020-05-21","last_act_type":"2024-01-01","pcl_status":"P","pcl_completion_date":"2012-05-11","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":"2014-12-08","number_of_passed_courses":"4","pds_october":"6","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"6","npi_email_temp":"juliedavid_@hotmail.com","pcl_completion_date_5":"2017-05-11","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
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{"contact":{"id":"45758","email":"slusarczyk.agnieszka@gmail.com","first_name":"Agnes","last_name":"Sowa","phone":"3125797673","orgname":"Dyson Canada Ltd.","customer_acct_name":"Dyson Canada Ltd.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"311137","full_name":"Agnes Sowa","members_type":"CORP","paid_thru":"2024-02-29","phone_2":"3125797673","organization_id":"311143","trc":"False","wera":"False","province":"IL","last_act_type":"2024-04-26","language":"English","last_infoline_date_type":"2023-03-01","corp_cancel_date":"2024-05-02","do_id":"L25O4120","number_of_passed_courses":"0","time_zone":"3","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4120","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"slusarczyk.agnieszka@gmail.com","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","company_paid_thru":"2024-02-29","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"36842","email":"sanjo946@gmail.com","first_name":"Sanjo","last_name":"Jose","phone":"8676686484","orgname":"Chinook Bookkeeping Services","customer_acct_name":"Chinook Bookkeeping Services","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sanjo Jose","language":"English","canceldate":"2023-01-05","time_zone":"4","area_code":"867","members_type":"CAND","do_id":"L25C01885","new_member_date_2":"2021-11-26","province":"YT","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"307739","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01885","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-16","pcl_status":"P","pcl_completion_date":"2022-04-21","pf1_status":"F","pf1_completion_date":"2023-03-06","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"sanjo946@gmail.com","pcl_completion_date_5":"2027-04-21","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"40246","email":"arleneboisvert@shaw.ca","first_name":"Arlene","last_name":"Boisvert","phone":"4038802829","orgname":"Greenwood Construction Management Ltd.","customer_acct_name":"Greenwood Construction Management Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Arlene Boisvert","language":"English","canceldate":"2024-03-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","new_member_date_2":"2020-01-08","cert_status":"WITHDRAWN","phone_2":"4038802829","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"284404","blocnote":"July 7 2025 completed\n2026 May 12 call reached voicemail, no message left\n2026 May 12 contact declined renewal due to retirement","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T12:43:17-04:00","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":"61+","selfpayrollproficiency":"Strong","notrenewedcpehard":"Yes","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"Yes","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25P01371","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2021-08-03","last_act_type":"2024-05-31","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","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"arleneboisvert@shaw.ca","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-12T12:56:42-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Arlene to discuss her lapsed NPI Professional membership, asked survey questions about her membership experience, and offered renewal. Arlene declined to renew, stating she is retired. The call ended politely with no further action required.","aitm_callsummarytitle":"Membership Renewal Declined Due to Retirement","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","session_id":"call_df0562dcaa085be2761b1be2697","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_df0562dcaa085be2761b1be2697","onesentencenotrenewed":"I'm retired.","initialvalue":"Designation","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P01371","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"36672","email":"mindi.bhala@gmail.com","first_name":"Meninder","last_name":"Bhala","phone":"","orgname":"Fraser Health","customer_acct_name":"Fraser Health","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Meninder Bhala","language":"English","canceldate":"2024-08-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01626","new_member_date_2":"2021-06-08","phone_2":"7782298921","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"302106","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C01626","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-08","pcl_status":"P","pcl_completion_date":"2021-10-10","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"mindi.bhala@gmail.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
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{"contact":{"id":"36929","email":"mye.reyes19@gmail.com","first_name":"Mylene","last_name":"Reyes","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mylene Reyes","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C02898","new_member_date_2":"2022-09-02","phone_2":"5146753446","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"316331","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C02898","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-08","pcl_status":"P","pcl_completion_date":"2023-01-09","pf1_status":"P","pf1_completion_date":"2023-07-11","pf2_status":"P","pf2_completion_date":"2023-12-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"mye.reyes19@gmail.com","pcl_completion_date_5":"2028-01-09","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"38141","email":"soniyamomin2012@gmail.com","first_name":"Soniya","last_name":"Momin","phone":"3065802465","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Soniya Momin","language":"English","canceldate":"2024-10-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C03739","new_member_date_2":"2023-07-26","phone_2":"3065802465","province":"SK","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"325676","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C03739","last_act_type":"2024-04-01","pcl_status":"F","pcl_completion_date":"2023-11-06","pf1_status":"F","pf1_completion_date":"2024-02-20","pf2_status":"F","pf2_completion_date":"2024-06-12","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T16:49:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"soniyamomin2012@gmail.com","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"40171","email":"good.agnes@hotmail.com","first_name":"Agnes","last_name":"Goodliffe","phone":"5198244120","orgname":"University of Guelph","customer_acct_name":"University of Guelph","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Agnes Goodliffe, PCP","language":"English","canceldate":"2024-03-06","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"CORP","new_member_date_2":"2022-04-07","cert_status":"ACTIVE","phone_2":"5198351719","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"311871","organization_id":"7724","intcode":"99","blocnote":"July 4 2025 vm\r\nSept 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T18:44:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2505268","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2505268","old_int_code":"6","last_act_type":"2026-12-01","company_paid_thru":"2027-03-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2022-08-21","pf1_status":"P","pf1_completion_date":"2023-01-23","pf2_status":"P","pf2_completion_date":"2023-08-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-06-01","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"good.agnes@hotmail.com","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37652","email":"acondon_@outlook.com","first_name":"Amanda","last_name":"Condon","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Amanda Condon","language":"English","canceldate":"2024-07-03","time_zone":"1","area_code":"709","members_type":"AST","do_id":"L25A01595","new_member_date_2":"2023-05-19","phone_2":"7097706837","province":"NL","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"325296","intcode":"03","blocnote":"June 17 2025 vm\n2026 Feb 26 callback scheduled for next day\n2026 Feb 27 call reached voicemail, no contact made\n2026 Mar 06 call reached a gatekeeper; Amanda not available, call ended.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:25:42-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A01595","temp_intcode_for_auto_old_int_code":"03","last_act_type":"2023-09-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"acondon_@outlook.com","aitm_status_called":"2026-05-25T11:25:42-04:00","number_of_call_attempts":"7","npi_call_back_date_and_time":"2026-02-27T14:16:00-05:00","npi_call_back_time_hour":"14","npi_call_back_time_minute":"16","npi_transcriptsummary":"The agent called to speak with Amanda but was informed she was not available. The call ended shortly after without further conversation or task completion.","aitm_callsummarytitle":"Contact Not Available - Amanda Not Reached","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":"30","number_of_total_call_attempts":"33","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"38266","email":"tianling6@yeah.net","first_name":"Ling","last_name":"Tian","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Ling Tian","language":"English","canceldate":"2024-08-02","time_zone":"5","area_code":"236","members_type":"CAND","do_id":"L25C03753","phone_2":"2369898639","province":"BC","zerobounce_reason":"do_not_mail","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"325751","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03753","last_act_type":"2024-12-01","pcl_status":"P","pcl_completion_date":"2024-02-05","pf1_status":"P","pf1_completion_date":"2024-02-26","pf2_status":"P","pf2_completion_date":"2024-03-19","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"tianling6@yeah.net","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"37009","email":"rz71@mymts.net","first_name":"Richard","last_name":"Zendzian","phone":"","orgname":"Richard Zendzian","customer_acct_name":"Richard Zendzian","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Richard Zendzian","language":"English","canceldate":"2023-12-02","time_zone":"3","area_code":"204","members_type":"AST","do_id":"L25A01537","new_member_date_2":"2022-10-04","phone_2":"2045091524","province":"MB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"286702","intcode":"06","blocnote":"June 13 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:40-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A01537","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-04-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rz71@mymts.net","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T17:36:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_f8c25363f3df550f4332556f0a9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f8c25363f3df550f4332556f0a9"}},"seriesid":"163"}
{"contact":{"id":"38182","email":"sikdersm@gmail.com","first_name":"Shaheen","last_name":"Mukta","phone":"6045539007","orgname":"123 Dentist Inc.","customer_acct_name":"123 Dentist Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Shaheen Mukta, PCP","language":"English","canceldate":"2023-01-31","cpa_certification":"PCP","extension_phone_1":"142","time_zone":"5","area_code":"604","members_type":"CORP","do_id":"","new_member_date_2":"2012-02-28","cert_status":"ACTIVE","phone_2":"6045664975","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"196001","organization_id":"293741","intcode":"99","blocnote":"June 17 2025 vm\r\nSept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T16:21:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"L25P00751","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_infoline_date_type":"2026-06-03","last_act_type":"2026-06-03","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2012-05-15","pf1_status":"P","pf1_completion_date":"2012-10-30","pf2_status":"P","pf2_completion_date":"2013-05-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-03-25","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"sikdersm@gmail.com","pcl_completion_date_5":"2017-05-15","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","date_of_renewal_identification":"","old_do_id":"L25P00751","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41690","email":"heather.adams@epslearning.com","first_name":"Heather","last_name":"Adams","phone":"6035793472","orgname":"EPS Learning","customer_acct_name":"EPS Learning","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"337522","full_name":"Heather Adams","lead_status":"Lapsed Member","do_id":"L25O01097","members_type":"CORP","organization_id":"337484","coidnewmbrdate":"2024-05-08","city_1":"Bethesda","province":"MD","language":"English","time_zone":"2","area_code":"603","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Aug 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T14:20:00-04:00","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O01097","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"heather.adams@epslearning.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"36704","email":"mouniabell21@gmail.com","first_name":"Mounia","last_name":"Ilunga","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mounia Bell Ilunga","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C02872","new_member_date_2":"2022-09-02","phone_2":"5145507246","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"316176","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C02872","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-06-14","pcl_status":"P","pcl_completion_date":"2023-12-20","pf1_status":"F","pf1_completion_date":"2024-06-20","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"mouniabell21@gmail.com","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"36879","email":"marianckouwenhoven@gmail.com","first_name":"Marian","last_name":"Kouwenhoven","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Marian Kouwenhoven","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02605","new_member_date_2":"2022-06-30","phone_2":"7788890011","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314448","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":"L25C02605","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-08","pcl_status":"P","pcl_completion_date":"2023-02-16","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"marianckouwenhoven@gmail.com","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36866","email":"lesleykong17@gmail.com","first_name":"Lixin","last_name":"Kong","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Lixin Lesley Kong","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"AST","do_id":"L25A01525","new_member_date_2":"2018-09-24","cert_status":"PENDING","phone_2":"6478988096","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"267679","intcode":"06","blocnote":"June 16 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call attempted but no answer\n2026 May 15 call reached voicemail, no human interaction\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:07-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25A01525","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-04-08","pcl_status":"P","pcl_completion_date":"2019-03-18","pf1_status":"P","pf1_completion_date":"2019-07-24","pf2_status":"P","pf2_completion_date":"2020-01-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-10-07","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"lesleykong17@gmail.com","pcl_completion_date_5":"2024-03-18","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","called_by":"Tri","aitm_status_called":"2026-05-25T16:22:05-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"14","npi_transcriptsummary":"The call was not answered by the contact 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","session_id":"call_0258cfd784a59fcfca1f0d75b31","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0258cfd784a59fcfca1f0d75b31","old_int_code":"05","number_of_calls_reached":"1","mini_nps":"3"}},"seriesid":"163"}
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{"contact":{"id":"38272","email":"kambojmeenal@gmail.com","first_name":"Meenal","last_name":"Kaur","phone":"6476766840","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Meenal Preet Kaur","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"647","members_type":"CAND","new_member_date_2":"2023-03-13","phone_2":"6476766840","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"321994","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C03315","last_act_type":"2023-03-13","pcl_status":"F","pcl_completion_date":"2023-07-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 27  2025 call back","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:45:00-05:00","temp_intcode_for_auto_old_int_code":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","npi_email_temp":"kambojmeenal@gmail.com","old_int_code":"10","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03315","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
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{"contact":{"id":"42719","email":"maria0312@hotmail.com","first_name":"Yufeng","last_name":"Wang","phone":"5874588199","orgname":"Greystone Residential Management Corp.","customer_acct_name":"Greystone Residential Management Corp.","tags":"Zerobounce indication, npiAlert13, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"277259","full_name":"Yufeng Wang, CPA, CGA","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P02107","new_member_date_2":"2019-06-18","city_1":"Edmonton","province":"AB","language":"English","time_zone":"4","extension_phone_1":"206","area_code":"587","phone_2":"7809941050","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"06","blocnote":"number not in service\n2026-05-14 Dial no answer, phone: +15874588199\n2026 May 14 - Voicemail reached for Yufeng Wang; left message offer to hold.\n2026-05-19 invalid phone destination, phone: +15874588199\n2026 May 19 call reached voicemail, no contact made\n2026-05-21 invalid phone destination, phone: +15874588199\n2026 May 21 call reached voicemail, no contact with Yufeng Wang","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:08-04:00","old_int_code":"08","notrenewedother":"Phone cannot be recovered","canceldate":"2025-08-02","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25P02107","temp_intcode_for_auto_old_int_code":"06","cert_status":"WITHDRAWN","cpa_certification":"PCP","last_act_type":"2025-10-31","pcl_status":"P","pcl_completion_date":"2019-12-08","pf1_status":"P","pf1_completion_date":"2020-05-03","pf2_status":"P","pf2_completion_date":"2020-08-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-07-14","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"maria0312@hotmail.com","pcl_completion_date_5":"2024-12-08","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","thewithdrawaldate":"2025-08-02","aitm_status_called":"2026-05-21T11:52:03-04:00","number_of_call_attempts":"7","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6828542891eed05752cb7708313","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6828542891eed05752cb7708313","npi_transcriptsummary":"The call reached a voicemail where the contact was not available. The agent identified herself and requested to speak with Yufeng Wang but was unable to connect to a human.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not available to respond; voicemail reached.","initialvalue":"Other","othermemberbenefit":"Voicemail only; no response.","prootherreasonsnottorenew":"Voicemail reached; no reason provided.","age_range":"Preferred not to say","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","number_of_total_call_attempts":"7"}},"seriesid":"163"}
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{"contact":{"id":"40339","email":"taniamurphy@gmail.com","first_name":"Tania","last_name":"Murphy","phone":"5149834769","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":"335273","full_name":"Tania Murphy","members_type":"CAND","do_id":"L25C04752","lead_status":"Lapsed Member","new_member_date_2":"2024-03-15","city_1":"Vaudreuil-Dorion","province":"QC","language":"French","time_zone":"2","area_code":"514","phone_2":"5149834769","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04752","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2024-06-20","number_of_passed_courses":"1","intcode":"06","blocnote":"6  nov 2025 bv\r\n18 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T11:55:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"taniamurphy@gmail.com","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"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":"2024-12-01","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","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"38209","email":"lhaines0504@gmail.com","first_name":"Lisa","last_name":"Haines","phone":"2049453651","orgname":"Government of the Province of Manitoba","customer_acct_name":"Government of the Province of Manitoba","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Lisa Haines","language":"English","canceldate":"2024-08-02","cpa_certification":"PCP","time_zone":"3","area_code":"204","members_type":"CORP","do_id":"","new_member_date_2":"2018-06-20","pds_april":"8","cert_status":"WITHDRAWN_CPE","phone_2":"2042960787","province":"MB","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"88296","organization_id":"121162","intcode":"06","blocnote":"June 17 2025 Have to leave a message at 1st number and the 2nd number the name is Collette on vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T11:57:00-04:00","pipeline_2_members_only_ast":"","pds_july":"8","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"L25P00502","temp_intcode_for_auto_old_int_code":"6","pds_august":"8","pds_september":"8","last_conf_date_type":"2012-07-02","last_act_type":"2025-04-24","company_paid_thru":"2026-09-30","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"lhaines0504@gmail.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","old_do_id":"L25P00502","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36860","email":"patricia25mensah@gmail.com","first_name":"Patricia","last_name":"Mensah","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Patricia Afua Mensah","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C02890","new_member_date_2":"2022-09-02","phone_2":"4162707397","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"316292","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C02890","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-04","pcl_status":"P","pcl_completion_date":"2023-08-17","pf1_status":"F","pf1_completion_date":"2024-04-15","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"patricia25mensah@gmail.com","pcl_completion_date_5":"2028-08-17","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"38193","email":"zoe.zhang468@gmail.com","first_name":"Lulu","last_name":"Zhang","phone":"4318876323","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Lulu Zhang","language":"English","canceldate":"2024-07-03","time_zone":"3","area_code":"431","members_type":"CAND","do_id":"","new_member_date_2":"2023-06-01","phone_2":"4318876323","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"325703","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03745","last_act_type":"2023-06-29","pcl_status":"F","pcl_completion_date":"2023-10-11","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:23:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"zoe.zhang468@gmail.com","pcl_completion_date_5":"2028-10-11","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03745"}},"seriesid":"163"}
{"contact":{"id":"38263","email":"jaskiran.k@hotmail.com","first_name":"Jaskiran","last_name":"Gill","phone":"9053696835","orgname":"Baxter Corporation","customer_acct_name":"Baxter Corporation","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Jaskiran Gill","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2022-10-14","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"317763","organization_id":"51188","pipeline_2_members_only_ast":"","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2505534","old_do_id":"LB2505534","last_act_type":"2024-08-27","company_paid_thru":"2027-01-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-02-16","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jaskiran.k@hotmail.com","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38204","email":"elliott8110@hotmail.com","first_name":"Odessa","last_name":"Strom","phone":"2507482242","orgname":"Hiiyeyu Lelum House of Friendship Society","customer_acct_name":"Hiiyeyu Lelum House of Friendship Society","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Odessa Strom","language":"English","canceldate":"2024-02-03","cpa_certification":"PCP","time_zone":"5","area_code":"250","members_type":"PRO","do_id":"L25P00994","new_member_date_2":"2021-12-13","cert_status":"WITHDRAWN","phone_2":"2508150911","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"238534","intcode":"15","blocnote":"June 17 2025 vm\r\nSept 4 2025 She is no longer with the company.\n2026 May 12 call reached receptionist, Odessa unavailable, agent to call back later\n2026 May 14 - Gatekeeper answered: Odessa no longer employed here; no forwarding contact provided.\n2026 May 19 call disconnected early, no conversation completed","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T14:12:01-04:00","paid_thru":"2023-11-30","old_int_code":"03","temp_do_id_for_auto_old_do_id":"L25P00994","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-03-05","pcl_status":"P","pcl_completion_date":"2016-03-06","pf1_status":"P","pf1_completion_date":"2018-05-06","pf2_status":"P","pf2_completion_date":"2019-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-09-09","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"elliott8110@hotmail.com","pcl_completion_date_5":"2021-03-06","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","thewithdrawaldate":"2024-02-03","aitm_status_called":"2026-05-19T14:12:01-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to speak with Odessa but the call was very brief and ended abruptly without completing the conversation or any tasks.","aitm_callsummarytitle":"Call disconnected early without completion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_aab14f7b115cf9f934f62d621eb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_aab14f7b115cf9f934f62d621eb","number_of_calls_reached":"3","mini_nps":"3","onesentencenotrenewed":"Contact not applicable\u2014gatekeeper stated Odessa is no longer employed here.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact not reachable at this number; former employee","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"41710","email":"dbadolato@ovedecors.com","first_name":"Domenico","last_name":"Bedolato","phone":"5148295127","orgname":"Ove Decors ULC","customer_acct_name":"Ove Decors ULC","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"339136","full_name":"Domenico Bedolato","lead_status":"Lapsed Member","do_id":"L25O01108","members_type":"CORP","organization_id":"279721","coidnewmbrdate":"2023-05-29","city_1":"Laval","province":"QC","language":"English","time_zone":"2","area_code":"514","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"Aug 26 2025 vm  Sept 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T10:16:00-05:00","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O01108","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-06-21","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":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"change compagny","hardtoparticipateevents":"No","mini_nps":"9","age_range":"46 to 60 years","selfpayrollproficiency":"Prefers not to say","old_int_code":"6","npi_email_temp":"dbadolato@ovedecors.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38189","email":"notdylanlowes@gmail.com","first_name":"Dylan","last_name":"Lowes","phone":"2365163129","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Dylan Lowes","language":"English","canceldate":"2025-02-04","time_zone":"5","area_code":"236","members_type":"CAND","do_id":"L25C04474","new_member_date_2":"2023-12-14","phone_2":"2365163129","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331886","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C04474","last_act_type":"2024-03-01","pcl_status":"P","pcl_completion_date":"2024-03-27","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T12:02:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"notdylanlowes@gmail.com","pcl_completion_date_5":"2029-03-27","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"39197","email":"carolnajjar@hotmail.com","first_name":"Carol","last_name":"Najjar","phone":"4164592619","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Carol Bishara Najjar","language":"English","canceldate":"2024-01-05","cpa_certification":"CPM","time_zone":"2","area_code":"416","members_type":"PRO","do_id":"L25P00581","new_member_date_2":"2007-11-07","cert_status":"WITHDRAWN","phone_2":"4164592619","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"123850","intcode":"06","blocnote":"JUne 25 2025 vm\r\nLN \/ 02 October 2025 VM\n2026 May 13 - Reached voicemail; no human answer\n2026 May 13 - Reached voicemail; no answer\n2026 May 15 - Reached voicemail; no human answer\n2026 May 15 - reached voicemail, no message left\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25P00581","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-04-04","pcl_status":"P","pcl_completion_date":"2008-03-13","pf1_status":"P","pf1_completion_date":"2008-08-18","pf2_status":"P","pf2_completion_date":"2009-01-14","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":"carolnajjar@hotmail.com","pcl_completion_date_5":"2013-03-13","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","thewithdrawaldate":"2024-01-05","aitm_status_called":"2026-05-21T09:57:10-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached the voicemail of the contact and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No response; voicemail reached.","initialvalue":"Other","othermemberbenefit":"Voicemail reached; no reason provided","prootherreasonsnottorenew":"Voicemail reached; no reason provided","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fdb22d2da2cae44ece37b40e4b6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fdb22d2da2cae44ece37b40e4b6","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"38157","email":"marisela.bedolla@softwareone.com","first_name":"Marisela","last_name":"Bedolla","phone":"2629535196","orgname":"SoftwareONE","customer_acct_name":"SoftwareONE","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Marisela Bedolla","language":"English","canceldate":"2024-10-02","time_zone":"3","area_code":"262","members_type":"CAND","do_id":"L25C03976","new_member_date_2":"2023-08-10","phone_2":"4143507105","province":"WI","zerobounce_reason":"catch-all","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327424","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C03976","last_act_type":"2023-11-20","pcl_status":"F","pcl_completion_date":"2023-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 busy call on Monday","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T16:52:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"marisela.bedolla@softwareone.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"36825","email":"aartiwaman89@gmail.com","first_name":"Aarti","last_name":"Waman","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Aarti Waman","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02600","new_member_date_2":"2022-06-30","phone_2":"7783232807","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314426","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":"L25C02600","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-29","pcl_status":"P","pcl_completion_date":"2022-10-30","pf1_status":"P","pf1_completion_date":"2023-02-06","pf2_status":"P","pf2_completion_date":"2023-05-28","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"aartiwaman89@gmail.com","pcl_completion_date_5":"2027-10-30","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"38194","email":"alyssamlee17@gmail.com","first_name":"Alyssa","last_name":"Lee","phone":"7097472195","orgname":"Marcus Contracting","customer_acct_name":"Marcus Contracting","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Alyssa Lee","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","time_zone":"1","area_code":"709","members_type":"PRO","do_id":"L25P00993","new_member_date_2":"2015-10-28","pds_april":"5","cert_status":"WITHDRAWN","phone_2":"7097697785","province":"NL","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"238515","intcode":"03","blocnote":"June 18 2025 vm\r\nSept 10 2025 She no longer works there but advised to call cell phone vm\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 - Reached voicemail for Marcus Contract, no message left\n2026 May 13 - Reached voicemail; no message left\n2026 May 15 - reached voicemail, no message left\n2026 May 15 - reached voicemail, no message left\n2026 May 19 call reached a person who is not Alyssa, requested to speak with Alyssa.\n2026 May 21 call ended after contact said Alyssa not available","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T10:07:08-04:00","pds_july":"5","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25P00993","temp_intcode_for_auto_old_int_code":"03","pds_august":"5","pds_september":"5","last_infoline_date_type":"2023-12-07","last_conf_date_type":"2020-06-17","last_act_type":"2025-04-03","pcl_status":"P","pcl_completion_date":"2016-03-06","pf1_status":"P","pf1_completion_date":"2016-06-21","pf2_status":"P","pf2_completion_date":"2016-10-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-07-06","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"5","npi_email_temp":"alyssamlee17@gmail.com","pcl_completion_date_5":"2021-03-06","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","thewithdrawaldate":"2024-12-04","aitm_status_called":"2026-05-21T10:07:08-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Alyssa but was informed that Alyssa was not available at the number. The call ended shortly after without further conversation.","aitm_callsummarytitle":"Contact not available - Alyssa not at number","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f88bdae958651fb1dd4c04d934a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f88bdae958651fb1dd4c04d934a","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail.","initialvalue":"Other","othermemberbenefit":"Not provided","prootherreasonsnottorenew":"Contact not reached","age_range":"Preferred not to say","old_int_code":"6","number_of_calls_reached":"2"}},"seriesid":"163"}
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{"contact":{"id":"36683","email":"li.kenneth.1992@gmail.com","first_name":"Kin","last_name":"Li","phone":"8669369509","orgname":"Thomas Solutions","customer_acct_name":"Thomas Solutions","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kin On Kenneth Li","language":"English","canceldate":"2023-01-05","time_zone":"2","area_code":"866","members_type":"CAND","do_id":"L25C01323","new_member_date_2":"2020-11-12","phone_2":"9053177788","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"294382","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01323","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-09-18","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2022-01-30","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"li.kenneth.1992@gmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
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{"contact":{"id":"38167","email":"zoubidamag@gmail.com","first_name":"Zoubida","last_name":"Maghrabi","phone":"5142502107","orgname":"Manulife","customer_acct_name":"Manulife","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Zoubida Maghrabi","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C04472","new_member_date_2":"2023-11-24","phone_2":"5142502107","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331788","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04472","last_act_type":"2023-11-28","pcl_status":"F","pcl_completion_date":"2024-03-04","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Nov 27 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:21:00-05:00","value_help_with_complex":"No","value_stay_current":"No","value_course":"Yes","value_designation":"No","value_networking":"Yes","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":"I am not doing payroll anymore","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":"zoubidamag@gmail.com","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"39664","email":"mimmav@yahoo.com","first_name":"Mimma","last_name":"Valenti","phone":"5145019790","orgname":"Fairmont Queen Elizabeth Hotel","customer_acct_name":"Fairmont Queen Elizabeth Hotel","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mimma Valenti, PCP","language":"English","canceldate":"2025-01-03","cpa_certification":"PCP","time_zone":"2","area_code":"514","members_type":"PRO","new_member_date_2":"2023-01-16","pds_april":"6","cert_status":"ACTIVE","phone_2":"5143229130","province":"QC","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"138762","intcode":"99","blocnote":"June 30 2025 vm another name\r\nSept 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-18T14:05:00-04:00","pds_july":"6","temp_do_id_for_auto_old_do_id":"LB2506463","temp_intcode_for_auto_old_int_code":"99","pds_august":"6","pds_september":"6","last_infoline_date_type":"2026-03-13","last_act_type":"2026-03-13","paid_thru":"2026-09-30","date_of_renewal_identification":"2025-10-08","old_int_code":"24","pcl_status":"P","pcl_completion_date":"2014-11-03","pf1_status":"P","pf1_completion_date":"2015-09-22","pf2_status":"P","pf2_completion_date":"2017-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-05-01","number_of_passed_courses":"4","pds_october":"6","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"6","old_do_id":"L25P00622","npi_email_temp":"mimmav@yahoo.com","pcl_completion_date_5":"2019-11-03","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"36778","email":"kim@peteandsonplumbing.ca","first_name":"Kimberly","last_name":"Jong","phone":"6048454586","orgname":"Weijdeman\u2019s Bookkeeping Ltd.","customer_acct_name":"Weijdeman\u2019s Bookkeeping Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kimberly de Jong","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C00842","new_member_date_2":"2018-08-02","cert_status":"PENDING","phone_2":"6048453940","province":"BC","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"265593","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C00842","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-29","pcl_status":"P","pcl_completion_date":"2018-10-28","pf1_status":"P","pf1_completion_date":"2019-06-02","pf2_status":"P","pf2_completion_date":"2020-03-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-08-25","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kim@peteandsonplumbing.ca","pcl_completion_date_5":"2023-10-28","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"40298","email":"derek.ripel@gmail.com","first_name":"Derek","last_name":"Ripel","phone":"2508034026","orgname":"City of Salmon Arm","customer_acct_name":"City of Salmon Arm","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Derek Ripel, PCP","language":"English","canceldate":"2023-06-01","cpa_certification":"PCP","time_zone":"5","area_code":"250","members_type":"CORP","do_id":"","new_member_date_2":"2020-07-02","cert_status":"ACTIVE","phone_2":"2508781045","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"290054","organization_id":"164413","intcode":"99","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","blocnote":"July 6 2025 vm\r\nLN Sept 15 2025 He said he has been under organization membership with his employer for a few years.","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T12:42:00-04:00","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25P01423","old_int_code":"13","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-12-01","company_paid_thru":"2027-01-31","pcl_status":"P","pcl_completion_date":"2020-10-18","pf1_status":"P","pf1_completion_date":"2021-01-24","pf2_status":"P","pf2_completion_date":"2021-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-08-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"derek.ripel@gmail.com","pcl_completion_date_5":"2025-10-18","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","date_of_renewal_identification":"","old_do_id":"L25P01423","company_status":"A"}},"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","latest_paid_thru":"2022-10-31"}},"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, TMAI","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":"02","blocnote":"June 17 2025  number not in service\n2026-05-25 invalid phone destination, phone: +19054569660\n2026 May 25 contact agreed to renew and email sent - NPI# 38342","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:06-04:00","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":"02","last_infoline_date_type":"2018-07-27","last_act_type":"2024-01-07","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","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-25T12:22:12-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_f783e43287244507d79d0cf1a41","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f783e43287244507d79d0cf1a41","number_of_total_call_attempts":"2","sendapplicationform":"2026-05-25T12:26:00-04:00","thewithdrawaldate_3_years":"2027-04-02","npi_transcriptsummary":"The agent contacted Sinthuja to discuss her lapsed Professional membership with the National Payroll Institute. Sinthuja expressed satisfaction with her membership and agreed to renew. The agent sent an email with the renewal procedure and designation reinstatement details.","aitm_callsummarytitle":"Successful renewal call with Sinthuja","notrenewedwanttorenew":"Yes","mini_nps":"5","initialvalue":"Career","age_range":"31-45","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"38435","email":"aarushe2@gmail.com","first_name":"Aarushe","last_name":"Sharma","phone":"2508854438","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Aarushe Sharma","language":"English","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C04276","phone_2":"2508854438","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329726","temp_do_id_for_auto_old_do_id":"L25C04276","canceldate":"2024-12-04","new_member_date_2":"2023-10-17","paid_thru":"2024-09-30","last_act_type":"2023-10-17","pcl_status":"P","pcl_completion_date":"2024-02-05","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T12:20:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"aarushe2@gmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
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{"contact":{"id":"36865","email":"rakheenaidu@hotmail.com","first_name":"Rakhee","last_name":"Naidu","phone":"4168650111","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rakhee Naidu","language":"English","canceldate":"2023-04-13","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01102","new_member_date_2":"2020-03-21","phone_2":"6472979478","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"286845","paid_thru":"2025-08-31","temp_do_id_for_auto_old_do_id":"L25C01102","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-04-25","last_act_type":"2025-06-17","pcl_status":"P","pcl_completion_date":"2020-08-09","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"rakheenaidu@hotmail.com","pcl_completion_date_5":"2025-08-09","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"38404","email":"benwang777@gmail.com","first_name":"Ben","last_name":"Wang","phone":"6478816758","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ben Wang","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"647","members_type":"CAND","new_member_date_2":"2023-04-25","phone_2":"6478816758","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324212","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03567","last_act_type":"2023-08-29","pcl_status":"P","pcl_completion_date":"2023-08-30","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","pf2_completion_date":"2024-03-27","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Nov 7 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T09:29:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"benwang777@gmail.com","pcl_completion_date_5":"2028-08-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03567","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"38444","email":"cole.w144@gmail.com","first_name":"Cole","last_name":"Wannamaker","phone":"2266780033","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Cole Wannamaker","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"226","members_type":"CAND","do_id":"L25C04497","new_member_date_2":"2023-12-04","phone_2":"2266780033","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"332141","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C04497","last_act_type":"2024-04-18","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":"2025-11-27T11:38:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"cole.w144@gmail.com","pcl_completion_date_5":"2029-04-03","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"44227","email":"janetwingwing59@gmail.com","first_name":"Wing","last_name":"Yeung","phone":"4162997575","orgname":"TFI - Imago Foods Ltd.","customer_acct_name":"TFI - Imago Foods Ltd.","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"311709","full_name":"Wing Kam Yeung","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2023-09-08","paid_thru":"2025-08-31","phone_2":"6478049595","pcl_status":"F","pcl_completion_date":"2024-04-23","province":"ON","last_act_type":"2024-07-30","language":"English","do_id":"L25C8049","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8049","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"janetwingwing59@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"40275","email":"paige.pringle2@gmail.com","first_name":"Paige","last_name":"Piercy","phone":"5197566205","orgname":"Ferrero Canada Ltd.","customer_acct_name":"Ferrero Canada Ltd.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Paige Piercy, PCP","language":"English","canceldate":"2024-03-12","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"CORP","new_member_date_2":"2020-04-23","cert_status":"ACTIVE","phone_2":"4164095853","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"287854","organization_id":"171459","intcode":"99","blocnote":"July 7 2025 vm\r\nSept 11 2025 not in office advised to call another number\r\n2nd number vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T18:58:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2506767","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506767","old_int_code":"6","last_infoline_date_type":"2023-09-25","last_conf_date_type":"2023-07-12","last_act_type":"2026-12-01","company_paid_thru":"2026-06-30","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":"2021-07-21","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"paige.pringle2@gmail.com","pcl_completion_date_5":"2025-08-09","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36914","email":"chung.peter1@gmail.com","first_name":"Chieh","last_name":"Chung","phone":"6135013053","orgname":"Hub International","customer_acct_name":"Hub International","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Chieh Sheng (Peter) Chung","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"L25C00855","new_member_date_2":"2018-10-23","cert_status":"PENDING","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"268715","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C00855","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-20","pcl_status":"P","pcl_completion_date":"2019-02-03","pf1_status":"P","pf1_completion_date":"2019-06-10","pf2_status":"P","pf2_completion_date":"2019-11-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-09-21","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"chung.peter1@gmail.com","pcl_completion_date_5":"2024-02-03","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"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, TMAI","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","new_member_date_2":"2018-11-12","phone_2":"6045064262","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"268960","intcode":"01","blocnote":"June 13 2025 vm\n2026 May 08 reached voicemail, no conversation with contact\n2026 May 11 contact declined renewal citing no longer working in payroll and fee concerns","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:08:25-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01528","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-13T14:08:25-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent spoke with Slavka regarding her lapsed Associate membership with the National Payroll Institute. Slavka indicated her initial reason for joining was to gain a payroll designation and rated her satisfaction as 4 out of 5. She declined to renew her membership, citing that she is no longer working in payroll and felt the membership fee was not worth it.","aitm_callsummarytitle":"Membership Renewal Declined","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2c08d22a6a4ec0f475443624afd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2c08d22a6a4ec0f475443624afd","mini_nps":"4","onesentencenotrenewed":"No longer working in payroll and felt the fee wasn\u2019t worth it.","initialvalue":"Designation","age_range":"31-45","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01528","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"42739","email":"awilson@clc.ca","first_name":"Adjete","last_name":"Wilson","phone":"4168872306","orgname":"CN Tower","customer_acct_name":"CN Tower","tags":"npiAlert12, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"308421","full_name":"Adjete Wilson, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2025-04-14","city_1":"Pickering","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4168872306","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"LB2504434","blocnote":"LN \/ 30 September 2025 Survey completed - he is now under corporate membership with CN Tower\r\nLN \/ 29 October 2025 Under the company but he will confirm - will call back tomorrow after he asks his boss\r\nLN \/ 12 November 2025 VM\r\nLN \/ 19 November 2025 - Under the company's membership","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T11:08:00-05:00","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","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":"with testing","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","intcode":"99","temp_intcode_for_auto_old_int_code":"99","old_int_code":"13","paid_thru":"2026-03-31","organization_id":"7795","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2023-07-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-03","cpa_certification":"PCP","last_act_type":"2025-06-08","company_paid_thru":"2026-05-31","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"L25P02077","npi_email_temp":"awilson@clc.ca","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44244","email":"karen.stolarchuk@dhl.com","first_name":"Karen","last_name":"Stolarchuk","phone":"7804584538","orgname":"Connect Logistics Services","customer_acct_name":"Connect Logistics Services","tags":"NPI LN sent to TM, 251104 New Lapsed, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"94341","full_name":"Karen Stolarchuk","members_type":"PRO","canceldate":"2025-11-04","new_member_date_2":"2005-09-14","paid_thru":"2025-08-31","phone_2":"7804595982","cert_status":"WITHDRAWN","province":"AB","cpa_certification":"PCP","last_act_type":"2026-03-19","language":"English","last_infoline_date_type":"2021-04-05","pds_october":"11","last_conf_date_type":"2020-06-17","do_id":"L25P2652","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P2652","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LN Nov 12 2025 vm\n2026-05-14 invalid phone destination, phone: +17804584538\n2026 May 14 - Reached voicemail\/answering system; no contact made\n2026-05-19 invalid phone destination, phone: +17804584538\n2026 May 19 call reached voicemail after brief greeting\n2026-05-21 invalid phone destination, phone: +17804584538\n2026 May 21 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:02-04:00","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"karen.stolarchuk@dhl.com","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31","thewithdrawaldate":"2025-11-04","aitm_status_called":"2026-05-21T11:52:05-04:00","number_of_call_attempts":"7","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","session_id":"call_5e842ee1953f7567e7c6ed4749f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5e842ee1953f7567e7c6ed4749f","npi_transcriptsummary":"The call was not answered by the intended contact and went to voicemail.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail\/answering system.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Reached voicemail, no reason provided","age_range":"Preferred not to say","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"38216","email":"ali.tzaidi@gmail.com","first_name":"Aly","last_name":"Zaidi","phone":"6476077241","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Aly Tabrez Zaidi","language":"English","time_zone":"2","area_code":"647","members_type":"CAND","phone_2":"6476077241","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"321936","temp_do_id_for_auto_old_do_id":"L25C03308","canceldate":"2024-04-02","new_member_date_2":"2023-02-17","paid_thru":"2024-01-31","last_act_type":"2023-10-04","pcl_status":"F","pcl_completion_date":"2023-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:29:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"ali.tzaidi@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03308","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"38332","email":"darren.milke@gmail.com","first_name":"Darren","last_name":"Milke","phone":"7804318510","orgname":"Faber Inc.","customer_acct_name":"Faber Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Darren Milke","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C04264","new_member_date_2":"2023-09-22","phone_2":"7809651244","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329619","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04264","last_act_type":"2024-11-19","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"01","blocnote":"LNC Nov  27 2025 Survey completed He is retiring from payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:13:00-05:00","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":"","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 retiring from payroll.","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"The online seminars about changes in payroll.","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Strong","old_int_code":"10","npi_email_temp":"darren.milke@gmail.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"41682","email":"jacob.newton@dotfoods.com","first_name":"Jake","last_name":"Newton","phone":"8332422498","orgname":"Dot Foods Canada, Inc.","customer_acct_name":"Dot Foods Canada, Inc.","tags":"npiAlert13, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"337544","full_name":"Jake Newton","lead_status":"Renewed Lapsed","do_id":"L25O01093","members_type":"CORP","organization_id":"337545","coidnewmbrdate":"2024-05-09","city_1":"Ingersoll","province":"ON","language":"English","time_zone":"2","area_code":"833","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 26 2025 ok renewal","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T11:12:00-05:00","paid_thru":"2026-11-30","temp_do_id_for_auto_old_do_id":"L25O01093","temp_intcode_for_auto_old_int_code":"99","number_of_passed_courses":"0","trc":"False","wera":"False","date_of_renewal_identification":"2026-05-28","old_int_code":"24","npi_email_temp":"jacob.newton@dotfoods.com","formatted_paid_thru":"30\/11\/2026","company_paid_thru":"2026-11-30","latest_paid_thru":"2026-11-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40304","email":"dcnale@gmail.com","first_name":"Dichun","last_name":"Chen","phone":"7782388545","orgname":"Vancouver City Savings Credit Union","customer_acct_name":"Vancouver City Savings Credit Union","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Dichun Chen, PCP","language":"English","canceldate":"2023-06-29","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"CORP","new_member_date_2":"2020-07-21","cert_status":"ACTIVE","phone_2":"6046008809","province":"BC","zerobounce_reason":"valid","lead_status":"Renewed lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"290349","organization_id":"10605","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T18:52:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2504902","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2026-05-28","old_do_id":"L25O01389","old_int_code":"6","last_infoline_date_type":"2022-01-18","last_act_type":"2026-12-01","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-02","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504902","npi_email_temp":"dcnale@gmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"40244","email":"anitparmar0@gmail.com","first_name":"Anit","last_name":"Parmar","phone":"8664892555","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Anit Parmar, PCP","language":"English","canceldate":"2023-06-09","cpa_certification":"PCP","time_zone":"2","area_code":"866","members_type":"CORP","do_id":"","new_member_date_2":"2023-04-25","cert_status":"ACTIVE","phone_2":"2506871481","province":"ON","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"284362","organization_id":"8176","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25P01369","last_infoline_date_type":"2026-06-03","last_act_type":"2026-06-03","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2020-03-01","pf1_status":"P","pf1_completion_date":"2020-11-02","pf2_status":"P","pf2_completion_date":"2021-03-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-12-23","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"anitparmar0@gmail.com","pcl_completion_date_5":"2025-03-01","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25P01369","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41676","email":"janet.beck@lnid.ca","first_name":"Janet","last_name":"Beck","phone":"4033273302","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"339479","full_name":"Janet Beck","lead_status":"Refused","do_id":"L25O01090","members_type":"CORP","coidnewmbrdate":"1983-06-01","city_1":"Lethbridge","language":"English","time_zone":"4","area_code":"403","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Aug 27 2025 Janet Beck is no longer there and the person who answered said they cancelled their membership because they were no longer using it.","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T11:06:00-04:00","onesentencenotrenewed":"We cancel membership because we were not using it.","paid_thru":"2025-06-30","temp_do_id_for_auto_old_do_id":"L25O01090","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-06-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"janet.beck@lnid.ca","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"38228","email":"mparry2@live.com","first_name":"Marlene","last_name":"Parry","phone":"","orgname":"Meridian Credit Union","customer_acct_name":"Meridian Credit Union","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Marlene Parry","language":"English","canceldate":"2023-12-02","time_zone":"2","area_code":"519","members_type":"CAND","new_member_date_2":"2022-10-18","phone_2":"5197085770","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"317751","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"LB2506519","last_act_type":"2022-10-18","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":"L25C03026","pcl_status":"P","pcl_completion_date":"2023-03-12","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2506519","npi_email_temp":"mparry2@live.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"38224","email":"christy.aguilar20@yahoo.com","first_name":"Christy","last_name":"Aguilar","phone":"5873917200","orgname":"Global College","customer_acct_name":"Global College","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Christy Aguilar","language":"English","canceldate":"2024-07-03","time_zone":"4","area_code":"587","members_type":"CAND","new_member_date_2":"2023-05-11","phone_2":"5064270319","province":"NB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324094","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03546","last_act_type":"2023-11-05","pcl_status":"F","pcl_completion_date":"2023-08-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T17:59:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"christy.aguilar20@yahoo.com","pcl_completion_date_5":"2028-08-23","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03546"}},"seriesid":"163"}
{"contact":{"id":"40328","email":"petachung@gmail.com","first_name":"Peta-Gaye","last_name":"Chung","phone":"4167634531","orgname":"","customer_acct_name":"","tags":"npiAlert13, 260522 Lapsed DEL","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":"2026-12-01","date_of_renewal_identification":"2026-05-28","pcl_status":"P","pcl_completion_date":"2021-01-10","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2021-08-22","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","company_paid_thru":"2026-07-31","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38281","email":"saube@gmrsafety.com","first_name":"Sophie","last_name":"Aub\u00e9","phone":"4509680299","orgname":"GMR Safety","customer_acct_name":"GMR Safety","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sophie Aub\u00e9","language":"French","canceldate":"2024-11-02","time_zone":"2","area_code":"450","members_type":"CAND","do_id":"L25C03316","new_member_date_2":"2023-09-12","phone_2":"5142959306","province":"QC","zerobounce_reason":"catch-all","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"321997","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C03316","last_act_type":"2023-06-11","pcl_status":"F","pcl_completion_date":"2023-12-22","pf1_status":"F","pf1_completion_date":"2024-06-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"lnc\r\n11 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T09:49:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"saube@gmrsafety.com","pcl_completion_date_5":"2028-12-22","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
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{"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","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"36933","email":"harleenkaur7711@gmail.com","first_name":"Harleen","last_name":"Kaur","phone":"2049700202","orgname":"NCCrossroad","customer_acct_name":"NCCrossroad","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Harleen Kaur","language":"English","canceldate":"2024-07-03","time_zone":"3","area_code":"204","members_type":"CAND","new_member_date_2":"2023-05-18","phone_2":"2049700202","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"303240","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C01658","last_act_type":"2023-06-21","pcl_status":"P","pcl_completion_date":"2022-12-11","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 13 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T16:20:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"harleenkaur7711@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01658"}},"seriesid":"163"}
{"contact":{"id":"36957","email":"zayaaudisho@yahoo.com","first_name":"Zaia","last_name":"Gorgees","phone":"9057385220","orgname":"Toro Aluminum","customer_acct_name":"Toro Aluminum","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Zaia Gorgees","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C02112","new_member_date_2":"2025-06-25","phone_2":"6479715670","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"310170","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"L25C02112","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-07-08","pcl_status":"P","pcl_completion_date":"2025-08-20","pf1_status":"P","pf1_completion_date":"2025-12-23","pf2_status":"P","pf2_completion_date":"2026-02-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"zayaaudisho@yahoo.com","pcl_completion_date_5":"2030-08-20","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30"}},"seriesid":"163"}
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{"contact":{"id":"41663","email":"jvrontou@foresters.com","first_name":"Joanna","last_name":"Vrontou","phone":"4164293000","orgname":"Independent Order of Foresters","customer_acct_name":"Independent Order of Foresters","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"263640","full_name":"Joanna Vrontou","lead_status":"Lapsed Member","do_id":"L25O01083","members_type":"CORP","organization_id":"228273","coidnewmbrdate":"2018-05-17","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"416","extension_phone_1":"4525","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Aug 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T14:08:00-04:00","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O01083","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-04-23","last_act_type":"2025-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jvrontou@foresters.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"44187","email":"carolynsundquist@hotmail.com","first_name":"Carolyn","last_name":"Sundquist","phone":"6043686248","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341590","full_name":"Carolyn Sundquist","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-08-30","paid_thru":"2025-08-31","phone_2":"6043686248","pcl_status":"P","pcl_completion_date":"2024-11-06","pf1_status":"P","pf1_completion_date":"2025-03-10","pf2_status":"P","pf2_completion_date":"2025-06-23","province":"BC","last_act_type":"2025-06-19","language":"English","number_of_passed_courses":"3","time_zone":"5","lead_status":"Refused","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8289","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","trc":"True","wera":"False","intcode":"21","blocnote":"LNC Dec 4 2025 vm\r\nLNC Dec 8 2025 vm\r\nLNC Dec 17 2025 She is no longer in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T17:14:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","old_int_code":"06","old_do_id":"L25C8289","npi_email_temp":"carolynsundquist@hotmail.com","pcl_completion_date_5":"2029-11-06","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
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{"contact":{"id":"40224","email":"regruta@yahoo.co.uk","first_name":"Regina","last_name":"Braziuniene","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Regina Braziuniene","language":"English","canceldate":"2024-02-03","cpa_certification":"PCP","time_zone":"3","area_code":"306","members_type":"PRO","do_id":"L25P01359","new_member_date_2":"2019-12-23","cert_status":"WITHDRAWN","phone_2":"3062169941","province":"SK","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"283968","intcode":"06","blocnote":"July 7 2025 vm\n2026 May 13 - reached voicemail, no message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T12:49:06-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25P01359","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-03-05","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2020-07-26","pf2_status":"P","pf2_completion_date":"2020-11-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-02-11","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"regruta@yahoo.co.uk","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","thewithdrawaldate":"2024-02-03","aitm_status_called":"2026-05-13T14:11:44-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"Call reached voicemail; no contact was spoken to and no messages left.","aitm_callsummarytitle":"Voicemail reached","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached (voicemail).","initialvalue":"Other","othermemberbenefit":"Not provided","prootherreasonsnottorenew":"Contact not reached","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ac27ac41b7173de67d30d93a2d8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ac27ac41b7173de67d30d93a2d8","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"36705","email":"evelynzhoush@gmail.com","first_name":"Yingmin","last_name":"Zhou-Fong","phone":"3066427602","orgname":"First National Financial","customer_acct_name":"First National Financial","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yingmin (Evelyn) Zhou-Fong","language":"English","canceldate":"2023-09-02","cpa_certification":"PCP","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C00835","new_member_date_2":"2018-07-10","cert_status":"PENDING","phone_2":"3066427602","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"264935","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C00835","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-07","pcl_status":"P","pcl_completion_date":"2018-12-02","pf1_status":"P","pf1_completion_date":"2019-07-24","pf2_status":"P","pf2_completion_date":"2020-08-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-06-03","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"evelynzhoush@gmail.com","pcl_completion_date_5":"2023-12-02","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"38651","email":"singh.tanjot7@yahoo.com","first_name":"Tanjot","last_name":"Kamboj","phone":"6478341415","orgname":"Extendicare Canada Inc","customer_acct_name":"Extendicare Canada Inc","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Tanjot Singh Kamboj","language":"English","time_zone":"2","area_code":"647","members_type":"CAND","new_member_date_2":"2023-12-12","phone_2":"6478341415","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"332379","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C08557","last_act_type":"2023-11-12","pcl_status":"F","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"99","blocnote":"LNC \/ 27 November 2025 already renewed Nov 10 - NPI#: 324594","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T13:14:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","old_int_code":"13","date_of_renewal_identification":"","pipeline_2_members_only_ast":"","canceldate":"2025-02-04","pcl_completion_date":"2024-10-09","do_id":"L25C08557","old_do_id":"L25C04516","ln_entered_date":"2026-04-09","npi_email_temp":"singh.tanjot7@yahoo.com","pcl_completion_date_5":"2029-10-09","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"42679","email":"sbright@bethesdaservices.com","first_name":"Sharon","last_name":"Bright","phone":"9056846918","orgname":"Bethesda Community Services of Niagara Inc.","customer_acct_name":"Bethesda Community Services of Niagara Inc.","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"325721","full_name":"Sharon Bright","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01315","organization_id":"126437","coidnewmbrdate":"2024-06-13","city_1":"Thorold","province":"ON","language":"English","time_zone":"2","extension_phone_1":"323","area_code":"905","phone_2":"9059283440","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25O01315","intcode":"06","blocnote":"LN \/ 29 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-29T16:00:00-04:00","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-11-21","last_act_type":"2024-11-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sbright@bethesdaservices.com","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","company_paid_thru":"2025-05-31","corp_cancel_date":"2025-08-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44299","email":"vanesanvenus@yahoo.com","first_name":"Vanesa","last_name":"Acodisen","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert9, 251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"326758","full_name":"Vanesa Acodisen","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2023-09-12","paid_thru":"2025-08-31","pcl_status":"P","pcl_completion_date":"2023-11-27","pf1_status":"F","pf1_completion_date":"2024-05-23","province":"AB","last_act_type":"2024-08-28","language":"English","do_id":"L25C8093","number_of_passed_courses":"1","time_zone":"4","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8093","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","npi_email_temp":"vanesanvenus@yahoo.com","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"36843","email":"sukh.sharma2000@yahoo.com","first_name":"Sukhvinder","last_name":"Sharma","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Sukhvinder Sharma","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"416","members_type":"AST","do_id":"L25A01523","new_member_date_2":"2018-09-11","phone_2":"4166484425","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"267082","intcode":"06","blocnote":"June 16 2025 vm\n2026 May 08 call reached voicemail\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 callback scheduled for May 14 10:00 AM - no renewal discussed\n2026 May 14 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T16:12:04-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A01523","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-04-03","pcl_status":"P","pcl_completion_date":"2019-01-07","pf1_status":"P","pf1_completion_date":"2019-04-21","pf2_status":"P","pf2_completion_date":"2019-08-16","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sukh.sharma2000@yahoo.com","pcl_completion_date_5":"2024-01-07","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-19T17:27:01-04:00","number_of_call_attempts":"9","number_of_total_call_attempts":"9","npi_transcriptsummary":"The call was not answered by a human and went to voicemail.","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","session_id":"call_a04c4e1184896ab4ac5f9aca986","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a04c4e1184896ab4ac5f9aca986","npi_call_back_date_and_time":"2026-05-14T10:00:00-04:00","npi_call_back_time_hour":"10","npi_call_back_time_minute":"00","mini_nps":"3","onesentencenotrenewed":"Contact was at work and requested a callback, no renewal intent expressed.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"10","astotherreasonsnottorenew":"Contact was unavailable to discuss membership renewal at the time of call.","age_range":"Preferred not to say"}},"seriesid":"163"}
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{"contact":{"id":"36954","email":"sabrina.bosse@hotmail.com","first_name":"Sabrina","last_name":"Boss\u00e9","phone":"5147237646","orgname":"Cirque Du Soleil Canada Inc.","customer_acct_name":"Cirque Du Soleil Canada Inc.","tags":"NPI LN sent to TM, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Sabrina Boss\u00e9","language":"French","canceldate":"2023-11-02","cpa_certification":"SCP","extension_phone_1":"5461","time_zone":"2","area_code":"514","members_type":"CORP","new_member_date_2":"2022-09-15","cert_status":"ACTIVE","phone_2":"5142651306","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316343","organization_id":"11435","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2507045","date_of_renewal_identification":"","old_do_id":"LB2507045","last_act_type":"2025-12-19","pcl_status":"P","pcl_completion_date":"2023-02-23","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2024-01-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-12-05","number_of_passed_courses":"4","intcode":"21","blocnote":"tln. 5 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T09:40:00-05:00","temp_intcode_for_auto_old_int_code":"21","paid_thru":"2026-08-31","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"","npi_email_temp":"sabrina.bosse@hotmail.com","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"31\/08\/2026","company_paid_thru":"2026-08-31","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"37151","email":"hameedsaima13@hotmail.com","first_name":"Saima","last_name":"Hameed","phone":"3657884080","orgname":"Academy of Learning- Brampton West","customer_acct_name":"Academy of Learning- Brampton West","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Saima Hameed","language":"English","canceldate":"2024-08-02","cpa_certification":"PCP","extension_phone_1":"22","time_zone":"2","area_code":"365","members_type":"CAND","do_id":"L25C03419","new_member_date_2":"2023-06-15","cert_status":"PENDING","phone_2":"6477711383","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"322848","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03419","last_act_type":"2024-11-26","pcl_status":"P","pcl_completion_date":"2023-08-23","pf1_status":"P","pf1_completion_date":"2023-10-06","pf2_status":"P","pf2_completion_date":"2024-07-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-11-26","number_of_passed_courses":"4","blocnote":"Nov 5 2025 completed ( she is still looking for a job )","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T10:40:00-05:00","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":"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":"No","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"46 to 60 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":"hameedsaima13@hotmail.com","pcl_completion_date_5":"2028-08-23","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"45778","email":"648kmd@gmail.com","first_name":"Diane","last_name":"Simpson","phone":"6692911760","orgname":"Cepheid Canada, LLC","customer_acct_name":"Cepheid Canada, LLC","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"290678","full_name":"Diane Simpson, CPP","members_type":"CORP","paid_thru":"2024-03-31","phone_2":"4087471394","organization_id":"323296","trc":"False","wera":"False","province":"CA","last_act_type":"2020-06-08","language":"English","corp_cancel_date":"2024-06-04","do_id":"L25O3350","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":"L25O3350","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"648kmd@gmail.com","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","company_paid_thru":"2024-03-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42771","email":"trangtth.etp@gmail.com","first_name":"Thi","last_name":"Tran","phone":"","orgname":"EKISTICS Town Planning Inc.","customer_acct_name":"EKISTICS Town Planning Inc.","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"312612","full_name":"Thi Hong Trang Tran, Finance Manager","members_type":"CAND","lead_status":"Refused","do_id":"L25C05755","new_member_date_2":"2022-06-09","city_1":"Vancouver","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"6049682689","pipeline_2_members_only_ast":"","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"L25C05755","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-02-13","pcl_status":"P","pcl_completion_date":"2022-10-19","pf1_status":"P","pf1_completion_date":"2023-02-26","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"trangtth.etp@gmail.com","pf2_status":"F","pcl_completion_date_5":"2027-10-19","pf2_completion_date":"2026-04-21","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31"}},"seriesid":"163"}
{"contact":{"id":"36782","email":"sajid.kasem@gmail.com","first_name":"Sajid","last_name":"Kasem","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Sajid Kasem","language":"English","canceldate":"2024-09-04","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"AST","do_id":"L25A01518","new_member_date_2":"2019-06-27","cert_status":"PENDING","phone_2":"4169277008","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"265564","intcode":"02","blocnote":"June 16 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 contact answered, completed survey, hesitant to renew, sent renewal email - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:06:44-04:00","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A01518","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2023-08-29","pcl_status":"P","pcl_completion_date":"2018-10-01","pf1_status":"P","pf1_completion_date":"2018-10-09","pf2_status":"P","pf2_completion_date":"2019-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-06-27","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"sajid.kasem@gmail.com","pcl_completion_date_5":"2023-10-01","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T11:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent successfully reached Sajid and conducted a survey regarding his lapsed Associate membership with the National Payroll Institute. Sajid expressed some dissatisfaction with his membership and was hesitant about renewing, but agreed to receive an email with the renewal application form. The agent sent the application form via email and concluded the call politely.","aitm_callsummarytitle":"Successful membership renewal inquiry and email sent","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_963a07c824946886a79b0538a92","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_963a07c824946886a79b0538a92","sendapplicationform":"2026-05-13T14:29:00-04:00","mini_nps":"2","onesentencenotrenewed":"User was hesitant and said \"I'll think about it\" regarding renewal.","initialvalue":"Designation","age_range":"31-45","old_int_code":"6","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"36919","email":"debbieberns@yahoo.ca","first_name":"Deborah","last_name":"Berns","phone":"7789920398","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Deborah Berns","language":"English","canceldate":"2023-09-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01656","new_member_date_2":"2021-07-21","phone_2":"7789920398","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"303178","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C01656","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-09","pcl_status":"P","pcl_completion_date":"2021-11-08","pf1_status":"P","pf1_completion_date":"2022-05-01","pf2_status":"P","pf2_completion_date":"2022-09-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"debbieberns@yahoo.ca","pcl_completion_date_5":"2026-11-08","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"41698","email":"genevieve.durocher@prograin.qc.ca","first_name":"Genevi\u00e8ve","last_name":"Durocher","phone":"4503050838","orgname":"Avianor","customer_acct_name":"Avianor","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"270142","full_name":"Genevi\u00e8ve Durocher, PPQ","lead_status":"Renewed Lapsed","members_type":"CORP","coidnewmbrdate":"2023-05-09","language":"French","time_zone":"2","area_code":"450","phone_2":"4508484642","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2505233","cert_status":"ACTIVE","cpa_certification":"SCPQ","last_infoline_date_type":"2026-02-02","last_act_type":"2026-02-02","organization_id":"356315","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-01-12","company_paid_thru":"2026-09-30","date_of_renewal_identification":"2026-05-28","number_of_passed_courses":"1","onesentencenotrenewed":"PRO->CORP","province":"QC","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:15:00-05:00","temp_intcode_for_auto_old_int_code":"99","old_int_code":"06","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505233","old_do_id":"L25O01101","npi_email_temp":"genevieve.durocher@prograin.qc.ca","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38425","email":"hy040118@126.com","first_name":"Yan","last_name":"Huang","phone":"6399989807","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Yan Huang","language":"English","canceldate":"2024-10-02","time_zone":"3","area_code":"639","members_type":"CAND","do_id":"L25C04001","new_member_date_2":"2023-08-03","phone_2":"6399989807","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327571","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04001","last_act_type":"2023-09-19","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Nov 27 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:49:00-05:00","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":"No","notrenewedacquired":"Yes","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":"9","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"hy040118@126.com","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"36889","email":"nobernier@hotmail.com","first_name":"No\u00e9mie","last_name":"Bernier","phone":"4188725355","orgname":"Groupe V\u00e9t\u00e9rinaire Daubigny","customer_acct_name":"Groupe V\u00e9t\u00e9rinaire Daubigny","tags":"","ip4":"127.0.0.1","fields":{"full_name":"No\u00e9mie Bernier","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"418","members_type":"CAND","do_id":"L25C02606","new_member_date_2":"2022-07-01","phone_2":"5813079516","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"314456","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C02606","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nobernier@hotmail.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"40317","email":"stephanie-793@hotmail.com","first_name":"Stephanie","last_name":"Santos","phone":"4163403741","orgname":"University Health Network","customer_acct_name":"University Health Network","tags":"npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Stephanie Dos Santos, PCP","language":"English","canceldate":"2024-07-22","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CORP","do_id":"L25O01384","new_member_date_2":"2020-08-10","cert_status":"ACTIVE","phone_2":"6472327833","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"291147","organization_id":"9604","intcode":"99","blocnote":"la secretaire a dit quelle na pas trouve de personne qui travail a cette compagnie aillant ce nom( stephanie dos santos) et a dit que sa bosse allait me rappeler, mais quelle nest pas la aujourdhui.","dhmsfin_telemarketing_last_contacted_date":"2025-08-11T18:16:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"L25O01384","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2026-05-28","old_do_id":"L25P01442","old_int_code":"6","last_infoline_date_type":"2024-03-22","last_act_type":"2026-12-01","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2021-08-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-11-02","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"stephanie-793@hotmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"44289","email":"mirianmjaa@gmail.com","first_name":"Mirian","last_name":"Ayala","phone":"4372583201","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"319608","full_name":"Mirian Janet Aguilar Ayala","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-10","paid_thru":"2025-08-31","phone_2":"4372583201","pcl_status":"P","pcl_completion_date":"2024-12-02","pf1_status":"P","pf1_completion_date":"2025-03-31","pf2_status":"P","pf2_completion_date":"2025-06-03","province":"ON","last_act_type":"2025-07-01","language":"English","do_id":"L25C8084","number_of_passed_courses":"3","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8084","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"07","blocnote":"LNC Dec 4 2025 Line busy\r\nLNC Dec 16 2025 Line busy","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T10:36:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"07","npi_email_temp":"mirianmjaa@gmail.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"40214","email":"bonnie.hergott@gmail.com","first_name":"Bonnie","last_name":"Hergott","phone":"5195768856","orgname":"YW Kitchener Waterloo","customer_acct_name":"YW Kitchener Waterloo","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Bonnie Hergott","language":"English","canceldate":"2024-02-03","cpa_certification":"PCP","extension_phone_1":"104","time_zone":"2","area_code":"519","members_type":"PRO","do_id":"L25P01354","new_member_date_2":"2019-12-11","cert_status":"WITHDRAWN","phone_2":"5193865250","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"283192","intcode":"06","blocnote":"July 7 2025 vm\n2026 May 13 - reached YW Kitchener Waterloo answering service, asked for Bonnie; no human contact - voicemail\/answering service.\n2026 May 13 - reached voicemail, no message left\n2026 May 15 - reached voicemail: YW Kitchener Waterloo\n2026 May 15 - reached voicemail for Bonnie Hergott; left message regarding past membership\n2026 May 19 voicemail reached at YW Kitchener Waterloo\n2026 May 19 call reached uninitialized voicemail service, no contact made\n2026 May 21 reached voicemail at YW Kitchener\n2026 May 21 call reached uninitialized voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:09-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25P01354","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-05-05","last_act_type":"2024-03-05","pcl_status":"P","pcl_completion_date":"2020-10-18","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-07-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-04-20","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"bonnie.hergott@gmail.com","pcl_completion_date_5":"2025-10-18","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","thewithdrawaldate":"2024-02-03","aitm_status_called":"2026-05-21T10:07:07-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was made to Bonnie but reached an uninitialized voicemail service and no conversation took place.","aitm_callsummarytitle":"Call reached uninitialized voicemail","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; no response.","initialvalue":"Other","othermemberbenefit":"Not provided","prootherreasonsnottorenew":"No interaction; reason unknown","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6917fbaea11d575bd6c41b29101","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6917fbaea11d575bd6c41b29101","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"39195","email":"castilloronalyn@yahoo.com","first_name":"Ma.","last_name":"Abiad","phone":"7808190572","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ma. Ronalyn Abiad","language":"English","canceldate":"2024-09-04","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C03856","new_member_date_2":"2023-07-04","phone_2":"7808190572","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326471","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03856","last_act_type":"2023-04-07","pcl_status":"P","pcl_completion_date":"2023-09-28","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 7 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T12:05:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"castilloronalyn@yahoo.com","pcl_completion_date_5":"2028-09-28","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"40272","email":"navinjainnk@gmail.com","first_name":"Navin","last_name":"Jain","phone":"7785864876","orgname":"Canada Revenue Agency","customer_acct_name":"Canada Revenue Agency","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Navin Jain","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"PRO","do_id":"L25P01397","new_member_date_2":"2020-04-13","cert_status":"WITHDRAWN","phone_2":"7785864876","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"287503","blocnote":"July 7 2025 completed\n2026 May 25 call started, user answered, partial survey question asked, call ended abruptly","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:07-04:00","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":"Yes","membershipcostspecify":"I found it a waste of money to pay for the memberhsip and I dont need it or use it","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I was not able to find a job, this is the main reason why I didnt renew","hardtoparticipateevents":"No","mini_nps":"1","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25P01397","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-02-09","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":"2020-09-01","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"navinjainnk@gmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","thewithdrawaldate":"2024-06-04","aitm_status_called":"2026-05-25T14:07:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted the user to discuss their lapsed Professional membership with the National Payroll Institute and asked about the initial value that drove them to join. The user responded to the first question but the call ended abruptly before completion.","aitm_callsummarytitle":"Partial survey on lapsed membership","initialvalue":"Help with Complex","npi_voicemaildetection":"No","old_int_code":"1","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b9458153e0c3db646fc6ada9e92","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b9458153e0c3db646fc6ada9e92","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"44302","email":"ling2014li@gmail.com","first_name":"Ling","last_name":"Li","phone":"6476288659","orgname":"Octo Zone","customer_acct_name":"Octo Zone","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"332092","full_name":"Ling Li","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-25","paid_thru":"2025-08-31","phone_2":"6476288659","pcl_status":"P","pcl_completion_date":"2024-12-18","province":"ON","last_act_type":"2024-09-25","language":"English","do_id":"L25C8096","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8096","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":"2025-12-09T15:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ling2014li@gmail.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"38398","email":"brittany.tomlinson@hotmail.ca","first_name":"Brittany","last_name":"Tomlinson","phone":"5819963101","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Brittany Tomlinson","language":"English","canceldate":"2024-04-02","time_zone":"2","area_code":"581","members_type":"CAND","new_member_date_2":"2023-02-27","phone_2":"5819963101","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322163","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C03330","last_act_type":"2023-10-07","pcl_status":"F","pcl_completion_date":"2023-07-11","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Nov 27 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:03:00-05:00","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":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"It was very expensive to retake the courses","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I didn't understand why I have to be a member to take the classes","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"they were not suitable for students","engagingstrategiesspecify":"","mini_nps":"9","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","npi_email_temp":"brittany.tomlinson@hotmail.ca","old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03330","pcl_completion_date_5":"2028-07-11","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"44263","email":"heatherboey@hotmail.com","first_name":"Heather","last_name":"Boey","phone":"7782412639","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM, 251104 New Lapsed, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"316980","full_name":"Heather Boey","members_type":"PRO","canceldate":"2025-11-04","new_member_date_2":"2022-09-21","paid_thru":"2025-08-31","phone_2":"7782412639","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2023-01-19","pf1_status":"P","pf1_completion_date":"2023-04-02","pf2_status":"P","pf2_completion_date":"2023-06-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-04-04","province":"BC","cpa_certification":"PCP","last_act_type":"2026-02-02","language":"English","do_id":"L25P2640","number_of_passed_courses":"4","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P2640","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LN Nov 12 2025 vm\n2026 May 12 - Call forwarded to voicemail; no contact reached\n2026 May 12 - Reached voicemail, no message left\n2026 May 14 - reached voicemail; no human contact\n2026 May 14 - Reached voicemail, no message left\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 reached voicemail, no conversation\n2026 May 21 reached voicemail, no conversation\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:14-04:00","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"heatherboey@hotmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31","thewithdrawaldate":"2025-11-04","aitm_status_called":"2026-05-21T12:52:05-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached the voicemail of the contact named Heather and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not answer; voicemail reached.","initialvalue":"Other","othermemberbenefit":"Not provided","prootherreasonsnottorenew":"Voicemail - no reason provided","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c0f1de9919aa9896e771407f28e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c0f1de9919aa9896e771407f28e","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"44192","email":"writetogijo85@gmail.com","first_name":"Gijo","last_name":"James","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341991","full_name":"Gijo James","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-12","paid_thru":"2025-08-31","phone_2":"4372315671","pcl_status":"F","pcl_completion_date":"2024-12-12","province":"ON","last_act_type":"2024-09-17","language":"English","do_id":"L25C8291","number_of_passed_courses":"0","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":"L25C8291","trc":"False","wera":"False","npi_email_temp":"writetogijo85@gmail.com","pcl_completion_date_5":"2029-12-12","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
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{"contact":{"id":"45738","email":"jwright@canterburycoffee.com","first_name":"Jennifer","last_name":"Wright","phone":"2364554923","orgname":"Canterbury Coffee Corporation","customer_acct_name":"Canterbury Coffee Corporation","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"314031","full_name":"Jennifer Wright","members_type":"CORP","paid_thru":"2023-06-30","organization_id":"314032","trc":"False","wera":"False","province":"BC","last_act_type":"2022-06-14","language":"English","corp_cancel_date":"2023-09-02","do_id":"L25O4380","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4380","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"jwright@canterburycoffee.com","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","company_paid_thru":"2023-06-30","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"41665","email":"jtrothen@johnofoods.com","first_name":"Jon","last_name":"Trothen","phone":"5198254673","orgname":"John O's Foods Inc.","customer_acct_name":"John O's Foods Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"209094","full_name":"Jon Trothen","lead_status":"Lapsed Member","do_id":"L25O01084","members_type":"CORP","organization_id":"176733","coidnewmbrdate":"2010-10-18","city_1":"Wheatley","province":"ON","language":"English","time_zone":"2","area_code":"519","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"05","blocnote":"Aug 26 2025 transferred no answer","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T14:13:00-04:00","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O01084","temp_intcode_for_auto_old_int_code":"5","pds_august":"1","pds_september":"1","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"jtrothen@johnofoods.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"38222","email":"kang.pawankaur@gmail.com","first_name":"Pawan","last_name":"Kaur","phone":"","orgname":"Tax Buddies Business & Tax Solutions Corp.","customer_acct_name":"Tax Buddies Business & Tax Solutions Corp.","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Pawan Kaur, Assistant Accountant","language":"English","canceldate":"2025-02-04","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C03982","phone_2":"4033615944","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327480","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C03982","last_act_type":"2023-08-12","pcl_status":"P","pcl_completion_date":"2024-04-03","pf1_status":"F","pf1_completion_date":"2024-07-19","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kang.pawankaur@gmail.com","pcl_completion_date_5":"2029-04-03","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"36744","email":"jenn8787@gmail.com","first_name":"Jennifer","last_name":"Brayshaw","phone":"5195003914","orgname":"OCAD University","customer_acct_name":"OCAD University","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Jennifer Brayshaw","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"519","members_type":"CORP","do_id":"","new_member_date_2":"2022-06-28","phone_2":"5195003914","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314388","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"L25C02592","temp_intcode_for_auto_old_int_code":"21","organization_id":"355366","last_act_type":"2025-09-30","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2022-10-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jenn8787@gmail.com","pcl_completion_date_5":"2027-10-30","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","date_of_renewal_identification":"","old_do_id":"L25C02592","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42726","email":"akilanava@gmail.com","first_name":"Akila","last_name":"Sasikumar","phone":"6045752786","orgname":"Advanced Professional Services Ltd.","customer_acct_name":"Advanced Professional Services Ltd.","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"268135","full_name":"Akila Sasikumar","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P02071","new_member_date_2":"2023-06-13","city_1":"Surrey","province":"BC","language":"English","time_zone":"5","extension_phone_1":"105","area_code":"604","phone_2":"7783844900","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":"L25P02071","cert_status":"WITHDRAWN","cpa_certification":"PCP","intcode":"0","blocnote":"LN \/ 29 September 2025 VM\n2026 May 12 contact informed Akila no longer works there and no new contact info available","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T14:10:26-04:00","temp_intcode_for_auto_old_int_code":"08","last_act_type":"2025-10-31","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":"2019-01-23","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"akilanava@gmail.com","pcl_completion_date_5":"2023-11-04","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","thewithdrawaldate":"2025-08-02","aitm_status_called":"2026-05-12T14:10:26-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Akila but was informed that Akila no longer works at the contact's organization and no new contact information was available. The call ended after this information was exchanged.","aitm_callsummarytitle":"Contact no longer at organization, no new info","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ca878b63e8a3d96684e09972253","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ca878b63e8a3d96684e09972253","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"42735","email":"ashayedake@gmail.com","first_name":"Asharani","last_name":"Yedake","phone":"7789265454","orgname":"","customer_acct_name":"","tags":"250903 Update Lapsed from Mem portal, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"317821","full_name":"Asharani Yedake, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2024-06-04","city_1":"Burnaby","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7789265454","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2025-08-02","paid_thru":"2027-05-31","cert_status":"ACTIVE","temp_do_id_for_auto_old_do_id":"LB2504395","cpa_certification":"PCP","intcode":"99","blocnote":"LN \/ 29 September 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-29T16:19:00-04:00","temp_intcode_for_auto_old_int_code":"99","old_int_code":"16","notrenewedother":"Phone cannot be recovered","last_act_type":"2025-10-22","date_of_renewal_identification":"2025-10-24","pcl_status":"P","pcl_completion_date":"2023-02-16","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2023-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-08-31","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"L25P02075","npi_email_temp":"ashayedake@gmail.com","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"seriesid":"163"}
{"contact":{"id":"40398","email":"audet.sabrina@stas.com","first_name":"Sabrina","last_name":"Audet","phone":"5812212941","orgname":"STAS Inc.","customer_acct_name":"STAS Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"325230","full_name":"Sabrina Audet","members_type":"CORP","do_id":"L25O00846","lead_status":"Lapsed Member","coidnewmbrdate":"2023-05-18","city_1":"Chicoutimi","province":"QC","language":"English","time_zone":"2","area_code":"581","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"July 7 2025 Fran\u00e7ais","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T13:10:00-04:00","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O00846","temp_intcode_for_auto_old_int_code":"10","organization_id":"325231","last_infoline_date_type":"2024-07-19","last_act_type":"2024-07-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"audet.sabrina@stas.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-04-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42686","email":"neelimarpoojary@gmail.com","first_name":"Neelima","last_name":"Poojary","phone":"6476435462","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":"339096","full_name":"Neelima Poojary","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05704","new_member_date_2":"2024-06-25","city_1":"Kitchener","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6476435462","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":"L25C05704","last_act_type":"2026-03-27","pcl_status":"P","pcl_completion_date":"2024-10-11","pf1_status":"F","pf1_completion_date":"2025-05-24","pf2_status":"F","pf2_completion_date":"2025-10-15","number_of_passed_courses":"1","blocnote":"LNC Nov 18 2025 Survey completed She said she is taking some time off but will probably continue taking courses in the future.","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T14:32:00-05:00","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":"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":"9","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","trc":"True","wera":"False","npi_email_temp":"neelimarpoojary@gmail.com","pcl_completion_date_5":"2029-10-11","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"36763","email":"crystalliyueying@gmail.com","first_name":"Yueying","last_name":"Li","phone":"6479893939","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yueying Li","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02332","new_member_date_2":"2022-04-28","phone_2":"6479893939","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"312402","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C02332","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-03","pcl_status":"P","pcl_completion_date":"2022-08-08","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":"crystalliyueying@gmail.com","pcl_completion_date_5":"2027-08-08","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"39141","email":"kamalkgrewal81@gmail.com","first_name":"Kamaljit","last_name":"Grewal","phone":"4167209912","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Kamaljit Grewal","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C04069","new_member_date_2":"2023-08-15","phone_2":"4167209912","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328035","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04069","last_act_type":"2023-08-15","pcl_status":"F","pcl_completion_date":"2023-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T14:31:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"kamalkgrewal81@gmail.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"41677","email":"rahavei.radhakrishnan@hotmail.com","first_name":"Rahavei","last_name":"Radhakrishnan","phone":"6473320719","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":"337482","full_name":"Rahavei Radhakrishnan","lead_status":"Lapsed Member","do_id":"L25C05219","members_type":"CAND","new_member_date_2":"2024-05-08","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6473320719","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":"L25C05219","last_act_type":"2024-05-07","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 2 2025 call back\r\nLNC Dec 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T11:40:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","old_int_code":"10","npi_email_temp":"rahavei.radhakrishnan@hotmail.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"36871","email":"pdummitt67@gmail.com","first_name":"Patricia","last_name":"Dummitt","phone":"5193365200","orgname":"Women's Interval Home","customer_acct_name":"Women's Interval Home","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Patricia Dummitt","language":"English","canceldate":"2023-04-04","extension_phone_1":"228","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C00851","new_member_date_2":"2022-01-31","phone_2":"5194642759","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"267155","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C00851","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-31","pcl_status":"P","pcl_completion_date":"2019-02-03","pf1_status":"P","pf1_completion_date":"2022-06-20","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"pdummitt67@gmail.com","pcl_completion_date_5":"2024-02-03","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"38327","email":"epicher@me.com","first_name":"Eric","last_name":"Picher","phone":"5148315998","orgname":"ICC-Acc\u00e9o","customer_acct_name":"ICC-Acc\u00e9o","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Eric Picher","language":"French","canceldate":"2023-12-02","time_zone":"2","area_code":"514","members_type":"CAND","new_member_date_2":"2022-10-17","phone_2":"5148315998","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"317803","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"LB2505104","last_act_type":"2022-10-15","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":"L25C03034","pcl_status":"F","pcl_completion_date":"2023-02-06","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505104","npi_email_temp":"epicher@me.com","pcl_completion_date_5":"2028-02-06","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"38212","email":"arbe.santos@gmail.com","first_name":"Arbe","last_name":"Santos","phone":"6475674662","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Arbe Santos","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C03981","new_member_date_2":"2023-07-31","phone_2":"6475674662","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327472","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03981","last_act_type":"2023-07-28","pcl_status":"F","pcl_completion_date":"2023-11-02","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 27 2025 call back","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:29:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"arbe.santos@gmail.com","pcl_completion_date_5":"2028-11-02","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"38347","email":"chardabie@hotmail.com","first_name":"Charlene","last_name":"Dabie","phone":"5196213570","orgname":"","customer_acct_name":"","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Charlene Dabie","language":"English","canceldate":"2023-02-23","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"CORP","do_id":"","new_member_date_2":"2013-03-06","pds_april":"2","cert_status":"ACTIVE","phone_2":"4372473433","province":"ON","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"199336","intcode":"99","blocnote":"Her company is a CORP member.\nJune 17 2025 the 2nd number She said that she is on mat leave and her company pays for her membership.\nJune 12 2025 the first number message they are closed.","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T15:02:00-04:00","pipeline_2_members_only_ast":"","onesentencenotrenewed":"PRO->CORP","old_int_code":"13","pds_july":"2","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25P00765","temp_intcode_for_auto_old_int_code":"99","pds_august":"2","pds_september":"2","last_act_type":"2026-04-05","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":"2013-03-06","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pds_november":"2","organization_id":"43919","npi_email_temp":"chardabie@hotmail.com","pcl_completion_date_5":"2017-07-05","formatted_paid_thru":"31\/12\/2026","company_paid_thru":"2026-12-31","latest_paid_thru":"2026-12-31","old_do_id":"L25P00765","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"41746","email":"apeterson@brooks.ca","first_name":"Amanda","last_name":"Peterson","phone":"4033623333","orgname":"City of Brooks","customer_acct_name":"City of Brooks","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"141405","full_name":"Amanda Peterson","lead_status":"Lapsed Member","do_id":"L25O01125","members_type":"CORP","organization_id":"67793","coidnewmbrdate":"2003-07-22","city_1":"Brooks","province":"AB","language":"English","time_zone":"4","area_code":"403","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Aug 27 2025 Amanda Peterson no longer there transferred to Brian vm  Also spoke to September in payroll on another file.","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T11:27:00-04:00","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O01125","temp_intcode_for_auto_old_int_code":"6","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"apeterson@brooks.ca","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"38248","email":"ms.jesslau@gmail.com","first_name":"Jessica","last_name":"Lau","phone":"7809652633","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jessica Lau","language":"English","canceldate":"2024-08-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"","new_member_date_2":"2023-06-02","phone_2":"7809652633","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"325742","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03751","last_act_type":"2023-02-06","pcl_status":"P","pcl_completion_date":"2023-10-11","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 17 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T11:06:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"ms.jesslau@gmail.com","pcl_completion_date_5":"2028-10-11","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03751"}},"seriesid":"163"}
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{"contact":{"id":"38443","email":"gemmasanchez32@gmail.com","first_name":"Gemma","last_name":"Sanchez","phone":"2048314645","orgname":"Government of Manitoba","customer_acct_name":"Government of Manitoba","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"full_name":"Gemma Sanchez","language":"English","canceldate":"2024-04-02","cpa_certification":"PCP","time_zone":"3","area_code":"204","members_type":"PRO","do_id":"L25P01018","new_member_date_2":"2016-02-23","cert_status":"WITHDRAWN","phone_2":"2045096338","province":"MB","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"241290","intcode":"06","blocnote":"June 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T12:49:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25P01018","temp_intcode_for_auto_old_int_code":"6","last_conf_date_type":"2021-06-09","last_act_type":"2024-01-07","pcl_status":"P","pcl_completion_date":"2016-07-04","pf1_status":"P","pf1_completion_date":"2016-10-23","pf2_status":"P","pf2_completion_date":"2017-03-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-05-09","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"gemmasanchez32@gmail.com","pcl_completion_date_5":"2021-07-04","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"40379","email":"alyvirna_02@yahoo.com","first_name":"Yra","last_name":"Yerro","phone":"6935365058","orgname":"","customer_acct_name":"","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"individual_id":"322740","full_name":"Yra Yerro","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-03-14","city_1":"Calgary","province":"AB","language":"English","time_zone":"3","area_code":"693","phone_2":"6935365058","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04792","last_act_type":"2024-02-28","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","pf2_completion_date":"2023-11-27","number_of_passed_courses":"3","trc":"True","wera":"False","intcode":"21","blocnote":"LNC Dec 4 2025 line busy\r\nLNC Dec 8 2025 line busy\r\nDec 17 2025 Line busy","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T16:58:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"alyvirna_02@yahoo.com","old_int_code":"07","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C04792","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"37014","email":"zilingelle003@gmail.com","first_name":"Yawen","last_name":"Wang","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yawen Wang","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"289","members_type":"CAND","do_id":"L25C02908","new_member_date_2":"2022-09-07","phone_2":"2898230897","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316385","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":"L25C02908","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-11-27","pcl_status":"P","pcl_completion_date":"2022-12-18","pf1_status":"P","pf1_completion_date":"2023-05-28","pf2_status":"F","pf2_completion_date":"2023-12-18","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"zilingelle003@gmail.com","pcl_completion_date_5":"2027-12-18","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"40199","email":"kirstena@sympatico.ca","first_name":"Kirsten","last_name":"Kimber","phone":"5192641555","orgname":"GHN Group Inc","customer_acct_name":"GHN Group Inc","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Kirsten Kimber","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"PRO","do_id":"L25P01596","new_member_date_2":"2022-08-17","cert_status":"WITHDRAWN","phone_2":"5193188555","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"315659","intcode":"15","blocnote":"July 7 2025 vm\n2026 May 19 call reached voicemail\n2026 May 19 call started, initial question asked, call ended abruptly","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T09:37:03-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25P01596","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-12-31","pcl_status":"P","pcl_completion_date":"2022-12-11","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":"2022-10-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kirstena@sympatico.ca","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","thewithdrawaldate":"2024-10-02","aitm_status_called":"2026-05-19T09:52:08-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Kirsten and began the conversation about her lapsed Professional membership with the National Payroll Institute. The call was very short, with only the initial question asked before the user hung up.","aitm_callsummarytitle":"Call started but ended early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7b576bd028e2663d6f715bb920f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7b576bd028e2663d6f715bb920f","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"44264","email":"manniedosanjh93@gmail.com","first_name":"Mandeep","last_name":"Dosanjh","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341874","full_name":"Mandeep Dosanjh","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-05","paid_thru":"2027-02-28","phone_2":"7786977217","province":"BC","last_act_type":"2026-06-03","language":"English","number_of_passed_courses":"1","time_zone":"5","lead_status":"Renewed Lapsed","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8323","date_of_renewal_identification":"2026-03-07","pipeline_1_lapsed_members":"Renewed lapsed","trc":"True","wera":"False","npi_email_temp":"manniedosanjh93@gmail.com","pcl_status":"P","intcode":"99","temp_intcode_for_auto_old_int_code":"99","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","pcl_completion_date":"2026-05-13","pcl_completion_date_5":"2031-05-13"}},"seriesid":"163"}
{"contact":{"id":"38307","email":"plum.xiao@gmail.com","first_name":"Jun","last_name":"Xiao","phone":"6473838675","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jun Xiao","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C04261","new_member_date_2":"2023-10-06","phone_2":"6473838675","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329603","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04261","last_act_type":"2025-04-16","pcl_status":"F","pcl_completion_date":"2023-12-20","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LNC \/ 27 November 2025 She joined by mistake - not in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:52:00-05:00","intcode":"11","temp_intcode_for_auto_old_int_code":"11","npi_email_temp":"plum.xiao@gmail.com","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"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":"2023-01-05","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","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"40228","email":"ivy.chen@adp.com","first_name":"Liping","last_name":"Chen","phone":"6045977931","orgname":"Optima Seniors Management","customer_acct_name":"Optima Seniors Management","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Liping Chen, PCP","language":"English","canceldate":"2024-11-29","cpa_certification":"PCP","time_zone":"2","area_code":"877","members_type":"CORP","do_id":"","new_member_date_2":"2019-12-24","cert_status":"ACTIVE","phone_2":"6045309806","province":"BC","zerobounce_reason":"catch-all","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"284094","organization_id":"315693","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"L25P01361","last_infoline_date_type":"2025-06-03","last_act_type":"2026-12-01","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2020-03-01","pf1_status":"P","pf1_completion_date":"2020-11-02","pf2_status":"P","pf2_completion_date":"2021-03-08","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","npi_email_temp":"ivy.chen@adp.com","pcl_completion_date_5":"2025-03-01","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","old_do_id":"L25P01361","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39163","email":"samia.azam489@gmail.com","first_name":"Samia","last_name":"Azam","phone":"6394713666","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Samia Azam","language":"English","canceldate":"2024-09-04","time_zone":"3","area_code":"639","members_type":"CAND","do_id":"L25C03852","new_member_date_2":"2023-07-11","phone_2":"6394713666","province":"SK","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326457","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03852","last_act_type":"2023-07-11","pcl_status":"P","pcl_completion_date":"2023-11-06","pf1_status":"F","pf1_completion_date":"2024-02-05","number_of_passed_courses":"1","intcode":"01","blocnote":"LNC Nov 17 2025 Survey completed No longer in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T14:36:00-05:00","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":"Yes","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":"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":"Changed career.","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","old_int_code":"10","trc":"True","wera":"False","npi_email_temp":"samia.azam489@gmail.com","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"37672","email":"gnorton@apog.com","first_name":"Georgiana","last_name":"Norton","phone":"9524635356","orgname":"Apogee Enterprises Inc.","customer_acct_name":"Apogee Enterprises Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Georgiana Norton, CPP","language":"English","canceldate":"2024-06-04","time_zone":"3","area_code":"952","members_type":"CAND","new_member_date_2":"2023-04-04","province":"MN","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323473","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03482","last_act_type":"2026-04-23","pcl_status":"F","pcl_completion_date":"2023-11-02","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T14:37:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"gnorton@apog.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03482","pcl_completion_date_5":"2028-11-02","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"44207","email":"milagrosa_casuco@yahoo.com","first_name":"Milagrosa","last_name":"Casuco","phone":"6474705296","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342149","full_name":"Milagrosa Casuco","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2025-01-23","paid_thru":"2025-08-31","phone_2":"6474705296","pcl_status":"P","pcl_completion_date":"2024-12-12","pf1_status":"P","pf1_completion_date":"2025-04-17","province":"ON","last_act_type":"2025-05-14","language":"English","do_id":"L25C8299","number_of_passed_courses":"2","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":"L25C8299","trc":"True","wera":"False","intcode":"06","blocnote":"LNC Dec 4 2025 vm\r\nLNC Dec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T10:33:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"milagrosa_casuco@yahoo.com","pcl_completion_date_5":"2029-12-12","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"38324","email":"bpsj24@yahoo.com","first_name":"Betsey","last_name":"Cadamia","phone":"6045956132","orgname":"School District No. 36 (Surrey)","customer_acct_name":"School District No. 36 (Surrey)","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Betsey Cadamia","language":"English","canceldate":"2024-04-02","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2023-02-22","phone_2":"6043067391","province":"BC","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"322065","organization_id":"8491","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2504540","date_of_renewal_identification":"2026-05-28","old_do_id":"L25O02178","last_act_type":"2024-09-07","company_paid_thru":"2026-08-31","intcode":"99","blocnote":"LN Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T11:48:00-05:00","temp_intcode_for_auto_old_int_code":"99","pcl_status":"P","pcl_completion_date":"2023-05-17","pf1_status":"P","pf1_completion_date":"2023-11-08","pf2_status":"P","pf2_completion_date":"2024-07-30","number_of_passed_courses":"3","paid_thru":"2026-08-31","old_int_code":"24","trc":"True","wera":"False","do_id":"LB2504540","npi_email_temp":"bpsj24@yahoo.com","pcl_completion_date_5":"2028-05-17","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40322","email":"crim09@hotmail.com","first_name":"Christiane","last_name":"Mathieu","phone":"","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Christiane Mathieu","language":"French","canceldate":"2023-10-03","cpa_certification":"SCPQ","time_zone":"2","area_code":"450","members_type":"PRO","do_id":"L25P01447","new_member_date_2":"2020-08-27","cert_status":"WITHDRAWN","phone_2":"4506311029","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"291889","paid_thru":"2023-07-31","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P01447","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-08-20","number_of_passed_courses":"1","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"crim09@hotmail.com","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"38300","email":"libjean1@gmail.com","first_name":"Jeanine","last_name":"Salib","phone":"5148022753","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jeanine Salib","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C03757","new_member_date_2":"2023-06-05","phone_2":"5148022753","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"325788","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03757","last_act_type":"2023-03-06","pf2_status":"F","pf2_completion_date":"2023-09-25","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:46:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"libjean1@gmail.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
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{"contact":{"id":"39659","email":"cristinapetalver@yahoo.ca","first_name":"Cristina","last_name":"Petalver","phone":"5878344328","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Cristina Petalver","language":"English","canceldate":"2024-02-03","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"LB2504824","new_member_date_2":"2022-12-09","phone_2":"5878344328","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"319575","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"LB2504824","last_act_type":"2022-08-12","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","intcode":"06","blocnote":"LNC Dec  5 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T12:14:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03154","npi_email_temp":"cristinapetalver@yahoo.ca","pcl_completion_date_5":"2028-02-26","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"39242","email":"marlee.toms@gmail.com","first_name":"Marlee","last_name":"Toms","phone":"7804761391","orgname":"Capital Fine Meats","customer_acct_name":"Capital Fine Meats","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Marlee Toms","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"PRO","do_id":"L25P01099","new_member_date_2":"2017-08-23","cert_status":"WITHDRAWN","phone_2":"7804780083","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"251809","intcode":"0","blocnote":"June 25 2025 call back not in.\r\nSept 4 2025 vm\n2026 May 14 - Gatekeeper answered; Marlee unavailable; asked to send email to forward. Call ended.\n2026 May 19 reached voicemail at Capital Fine Meats, Marlee unavailable\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call ended - number not in service","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:10-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25P01099","temp_intcode_for_auto_old_int_code":"08","last_infoline_date_type":"2021-01-19","last_act_type":"2025-06-02","pcl_status":"P","pcl_completion_date":"2017-12-03","pf1_status":"P","pf1_completion_date":"2018-03-25","pf2_status":"P","pf2_completion_date":"2022-06-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-08-25","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"marlee.toms@gmail.com","pcl_completion_date_5":"2022-12-03","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","thewithdrawaldate":"2024-10-02","aitm_status_called":"2026-05-21T11:37:10-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Marlee but the number was not in service, so the call was ended promptly.","aitm_callsummarytitle":"Number Not in Service","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact said Marlee is not available and requested an email to forward; no renewal decision given.","initialvalue":"Other","othermemberbenefit":"Contact did not provide other reason.","old_int_code":"08","prootherreasonsnottorenew":"Gatekeeper requested email to forward; no reason provided by contact.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2a92d13efaae313ba46a979c0d0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2a92d13efaae313ba46a979c0d0","number_of_calls_reached":"3"}},"seriesid":"163"}
{"contact":{"id":"38463","email":"brennawardrop@shaw.ca","first_name":"Brenna","last_name":"Wardrop","phone":"4038751679","orgname":"Paragon Living","customer_acct_name":"Paragon Living","tags":"npiAlert12, npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Brenna Wardrop","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P01020","new_member_date_2":"2020-09-04","pds_april":"2","cert_status":"WITHDRAWN","phone_2":"4038751679","province":"MB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"241570","intcode":"06","blocnote":"June 17 2025 asked to send docs only\r\nLN \/ 21 October 2025 VM\r\nLN \/ 10 November 2025 Sent her the documents call later to check if she received them\r\nLN \/ 17 December 2025 VM\n2026 May 12 call reached voicemail, no contact made\n2026 May 12 call reached voicemail, no contact made\n2026 May 14 - reached voicemail, no message left\n2026 May 14 - Reached voicemail; no contact.\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail of Brenna Wardrobe","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:02-04:00","onesentencenotrenewed":"No contact reached; voicemail.","pds_july":"2","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25P01020","temp_intcode_for_auto_old_int_code":"06","pds_august":"2","pds_september":"2","last_infoline_date_type":"2022-01-25","last_act_type":"2025-01-31","old_int_code":"10","pcl_status":"P","pcl_completion_date":"2017-01-08","pf1_status":"P","pf1_completion_date":"2017-06-22","pf2_status":"P","pf2_completion_date":"2017-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-01-29","number_of_passed_courses":"4","pds_october":"2","sendapplicationform":"2025-11-10T10:03:00-05:00","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":"1","age_range":"Preferred not to say","selfpayrollproficiency":"Prefers not to say","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"brennawardrop@shaw.ca","pcl_completion_date_5":"2022-01-08","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","thewithdrawaldate":"2024-11-02","aitm_status_called":"2026-05-21T11:52:03-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached Brenna Wardrobe's voicemail and no conversation took place.","aitm_callsummarytitle":"Voicemail reached","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f269dcc86f2b2f04657b73b05ca","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f269dcc86f2b2f04657b73b05ca","initialvalue":"Other","othermemberbenefit":"Voicemail - no details","prootherreasonsnottorenew":"Voicemail - no reason provided","concernquestion":"No concerns raised; voicemail reached so no questions from contact.","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"45706","email":"tracyroskar@gmail.com","first_name":"Cvetka","last_name":"Roskar","phone":"5878921447","orgname":"Fleet Safety International Corp.","customer_acct_name":"Fleet Safety International Corp.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"275719","full_name":"Cvetka Roskar","members_type":"CORP","paid_thru":"2023-04-30","organization_id":"199771","trc":"False","wera":"False","province":"AB","last_act_type":"2021-01-27","language":"English","corp_cancel_date":"2023-07-11","do_id":"L25O3590","number_of_passed_courses":"0","time_zone":"4","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":"L25O3590","npi_email_temp":"tracyroskar@gmail.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","company_paid_thru":"2023-04-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45731","email":"no-email295@ler.com","first_name":"Mandeep","last_name":"Kaur","phone":"6045858585","orgname":"CDI College of Business and Technology - Surrey Campus","customer_acct_name":"CDI College of Business and Technology - Surrey Campus","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"120347","full_name":"Mandeep Kaur","members_type":"CORP","paid_thru":"2024-01-31","phone_2":"6045920276","organization_id":"65562","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2007-10-22","pf1_status":"P","pf1_completion_date":"2007-10-10","pf2_status":"P","pf2_completion_date":"2007-11-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-01-27","trc":"False","wera":"False","cpa_certification":"PCP","province":"BC","language":"English","corp_cancel_date":"2024-04-02","do_id":"L25O2590","number_of_passed_courses":"4","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2590","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email295@ler.com","pcl_completion_date_5":"2012-10-22","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","company_status":"I"}},"seriesid":"163"}
{"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":"260522 Lapsed DEL","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":"2026-05-28","old_do_id":"L25O01387","old_int_code":"6","last_act_type":"2026-12-01","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","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39703","email":"tkmaudrey@gmail.com","first_name":"Martine","last_name":"Kuate","phone":"9023343974","orgname":"Imperial Tabacco Canada","customer_acct_name":"Imperial Tabacco Canada","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"full_name":"Martine Audrey Towa Kuate, PCP","language":"English","canceldate":"2023-07-05","cpa_certification":"PCP","time_zone":"1","area_code":"902","members_type":"PRO","do_id":"L25P01264","new_member_date_2":"2025-10-24","cert_status":"ACTIVE","phone_2":"4386801500","province":"QC","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"272228","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"L25P01264","last_infoline_date_type":"2025-10-23","last_act_type":"2026-01-14","pcl_status":"P","pcl_completion_date":"2019-03-10","pf1_status":"P","pf1_completion_date":"2019-05-06","pf2_status":"P","pf2_completion_date":"2019-06-25","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":"tkmaudrey@gmail.com","pcl_completion_date_5":"2024-03-10","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"40348","email":"james.polgar31@gmail.com","first_name":"James","last_name":"Polgar","phone":"9059282425","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":"335196","full_name":"James Polgar","members_type":"CAND","do_id":"L25C04761","lead_status":"Lapsed Member","new_member_date_2":"2024-03-08","city_1":"Hamilton","province":"ON","language":"English","time_zone":"2","area_code":"905","phone_2":"9059282425","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04761","last_act_type":"2024-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 02 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T13:48:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"james.polgar31@gmail.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"44285","email":"ghathawaypelley@gmail.com","first_name":"Gail","last_name":"Hathaway","phone":"7804666658","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"316068","full_name":"Gail Hathaway","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2022-08-31","paid_thru":"2025-08-31","phone_2":"7809947620","pcl_status":"P","pcl_completion_date":"2023-01-19","province":"AB","last_act_type":"2024-08-20","language":"English","number_of_passed_courses":"1","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":"LB2505245","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C8079","trc":"True","wera":"False","do_id":"LB2505245","npi_email_temp":"ghathawaypelley@gmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"36945","email":"johnbanfield@me.com","first_name":"John","last_name":"Banfield","phone":"4039925646","orgname":"Providence Thereapeudics","customer_acct_name":"Providence Thereapeudics","tags":"","ip4":"127.0.0.1","fields":{"full_name":"John Banfield","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"403","members_type":"CAND","new_member_date_2":"2022-09-23","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316340","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"LB2505703","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":"L25C02900","last_infoline_date_type":"2022-11-21","last_act_type":"2023-06-07","pcl_status":"P","pcl_completion_date":"2023-02-06","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2505703","npi_email_temp":"johnbanfield@me.com","pcl_completion_date_5":"2028-02-06","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"38323","email":"winniebchan28@gmail.com","first_name":"Winnie","last_name":"Chan","phone":"","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Winnie Chan, CPA, CGA","language":"English","canceldate":"2023-04-04","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","new_member_date_2":"2012-04-18","pds_april":"10","cert_status":"WITHDRAWN","phone_2":"6047801918","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"198371","intcode":"21","blocnote":"June 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T12:36:00-04:00","pds_july":"10","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"LB2507674","temp_intcode_for_auto_old_int_code":"21","pds_august":"10","pds_september":"10","last_act_type":"2024-10-23","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P00763","pcl_status":"P","pcl_completion_date":"2012-08-07","pf1_status":"P","pf1_completion_date":"2012-11-27","pf2_status":"P","pf2_completion_date":"2013-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-10-01","number_of_passed_courses":"4","pds_october":"10","trc":"False","wera":"False","pds_november":"10","do_id":"LB2507674","npi_email_temp":"winniebchan28@gmail.com","pcl_completion_date_5":"2017-08-07","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"45680","email":"alex@businessminding.com","first_name":"Alex","last_name":"Lian","phone":"4168832488","orgname":"Business Minding Services Inc.","customer_acct_name":"Business Minding Services Inc.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"341309","full_name":"Alex Lian","members_type":"CORP","paid_thru":"2025-07-31","organization_id":"341308","trc":"False","wera":"False","province":"ON","last_act_type":"2024-08-23","language":"English","corp_cancel_date":"2025-10-01","extension_phone_1":"224","do_id":"L25O4109","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O4109","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"alex@businessminding.com","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","company_paid_thru":"2025-07-31","blocnote":"May 25 vm","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"38408","email":"mfranses@hotmail.com","first_name":"Mariana","last_name":"Franses","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Mariana Franses","language":"English","canceldate":"2025-01-07","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"PRO","do_id":"L25P00771","new_member_date_2":"2012-06-06","pds_april":"2","cert_status":"WITHDRAWN","phone_2":"6478003060","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"200072","intcode":"06","blocnote":"June 18 2025 vm\n2026 May 19 call reached voicemail, no human answered\n2026 May 21 call reached voicemail, no answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:07-04:00","pds_july":"2","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25P00771","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","pds_september":"2","last_infoline_date_type":"2020-01-21","last_act_type":"2025-07-04","pcl_status":"P","pcl_completion_date":"2012-08-22","pf1_status":"P","pf1_completion_date":"2013-01-07","pf2_status":"P","pf2_completion_date":"2013-05-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-06-05","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"mfranses@hotmail.com","pcl_completion_date_5":"2017-08-22","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","thewithdrawaldate":"2025-01-07","aitm_status_called":"2026-05-21T10:52:06-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached voicemail and no one was available to take the call.","aitm_callsummarytitle":"Voicemail reached, no answer","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e94942e235cd05780ebb730a256","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e94942e235cd05780ebb730a256","notrenewedwanttorenew":"No","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"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","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","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"40188","email":"nikangelozzi@gmail.com","first_name":"Nicole","last_name":"Angelozzi","phone":"4038284581","orgname":"H2Safety Services Inc.","customer_acct_name":"H2Safety Services Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nicole Angelozzi, PCP","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","new_member_date_2":"2022-09-26","cert_status":"ACTIVE","phone_2":"4038284581","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"313151","blocnote":"JUly 4 2025 completed ( willing to renew)","dhmsfin_telemarketing_last_contacted_date":"2025-07-04T16:49:00-04:00","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 was on med leave so I had to pause my membership for a while","hardtoparticipateevents":"No","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","paid_thru":"2026-09-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-10-24","temp_do_id_for_auto_old_do_id":"LB2506646","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-12-06","last_act_type":"2025-10-22","old_do_id":"L25P02598","pcl_status":"P","pcl_completion_date":"2023-01-19","pf1_status":"P","pf1_completion_date":"2023-05-07","pf2_status":"P","pf2_completion_date":"2023-09-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-22","number_of_passed_courses":"4","old_int_code":"2","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"nikangelozzi@gmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"39192","email":"id234890@gmail.com","first_name":"Idries","last_name":"Aim","phone":"6477078556","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Idries Aim","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C04074","new_member_date_2":"2023-08-17","phone_2":"4163517686","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328111","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04074","last_act_type":"2023-08-16","pcl_status":"F","pcl_completion_date":"2023-11-27","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T14:47:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"id234890@gmail.com","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"36963","email":"krystamay.kj@gmail.com","first_name":"Krysta","last_name":"Johnston","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Krysta Johnston","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"L25C02613","new_member_date_2":"2022-07-06","phone_2":"6138032263","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314514","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02613","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-04-22","pcl_status":"F","pcl_completion_date":"2022-11-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"krystamay.kj@gmail.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"36738","email":"danuriperera@hotmail.com","first_name":"Danuri","last_name":"Wijesekera","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Danuri Wijesekera","language":"English","canceldate":"2023-04-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01090","new_member_date_2":"2020-02-28","phone_2":"6474500498","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"286216","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C01090","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-31","pcl_status":"P","pcl_completion_date":"2020-07-05","pf1_status":"P","pf1_completion_date":"2020-10-18","pf2_status":"P","pf2_completion_date":"2021-02-16","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"danuriperera@hotmail.com","pcl_completion_date_5":"2025-07-05","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"38211","email":"olive.park13@gmail.com","first_name":"Jeeyeong","last_name":"Park","phone":"6479270413","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jeeyeong Park","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"","new_member_date_2":"2023-06-01","phone_2":"6479270413","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"325712","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03747","last_act_type":"2026-01-14","pcl_status":"F","pcl_completion_date":"2023-08-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:27:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"olive.park13@gmail.com","pcl_completion_date_5":"2028-08-23","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03747"}},"seriesid":"163"}
{"contact":{"id":"37653","email":"gargmamta085@gmail.com","first_name":"Mamta","last_name":"Rani","phone":"6393848351","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Mamta Rani","language":"English","canceldate":"2024-03-12","time_zone":"3","area_code":"639","members_type":"CAND","new_member_date_2":"2023-04-03","phone_2":"6393848351","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323453","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03480","last_act_type":"2024-12-03","pcl_status":"F","pcl_completion_date":"2023-10-11","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T14:29:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"gargmamta085@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03480","pcl_completion_date_5":"2028-10-11","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"39203","email":"nsparks11@gmail.com","first_name":"Nadiya","last_name":"Tretyakov","phone":"4034013937","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Nadiya Tretyakov","language":"English","canceldate":"2024-10-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C04075","new_member_date_2":"2023-08-18","phone_2":"4034013937","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328117","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04075","last_act_type":"2024-06-12","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 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T16:56:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"nsparks11@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"44296","email":"larisa.fesh@gmail.com","first_name":"Larissa","last_name":"Feshtchenko","phone":"4162361163","orgname":"Pure Foods Meat Solutions Inc.","customer_acct_name":"Pure Foods Meat Solutions Inc.","tags":"NPI LN sent to TM, 251104 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"237038","full_name":"Larissa Feshtchenko","members_type":"PRO","canceldate":"2025-11-04","new_member_date_2":"2015-09-08","paid_thru":"2025-08-31","phone_2":"4167037675","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2015-12-14","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":"2016-10-11","province":"ON","cpa_certification":"PCP","last_act_type":"2026-02-02","language":"English","last_infoline_date_type":"2023-06-06","extension_phone_1":"215","do_id":"L25P2642","number_of_passed_courses":"4","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P2642","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"LN Nov 12 2025 vm\n2026 May 19 call attempt unsuccessful, call could not be completed.\n2026-05-19 invalid phone destination, phone: +12892349499","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T10:51:59-04:00","temp_intcode_for_auto_old_int_code":"08","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"larisa.fesh@gmail.com","pcl_completion_date_5":"2020-12-14","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31","thewithdrawaldate":"2025-11-04","aitm_status_called":"2026-05-19T11:07:03-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was an outbound attempt to reach a contact at Pure Foods Meat Solutions but was unsuccessful as the call could not be completed and ended with a message to try again later.","aitm_callsummarytitle":"Call not completed - no answer","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","session_id":"call_88ca9bbd3fa851552bb778baefa","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_88ca9bbd3fa851552bb778baefa","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"40207","email":"yingzhang1227@gmail.com","first_name":"Ying","last_name":"Zhang","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Ying Zhang","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"PRO","do_id":"L25P01599","new_member_date_2":"2022-09-13","cert_status":"WITHDRAWN","phone_2":"5192796569","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"316664","intcode":"06","blocnote":"July 7 2025 vm\n2026 May 25 call reached voicemail, no message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:11-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25P01599","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-01-31","pcl_status":"P","pcl_completion_date":"2022-11-27","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2023-02-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-02-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"yingzhang1227@gmail.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","thewithdrawaldate":"2024-11-02","aitm_status_called":"2026-05-25T13:32:07-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","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","session_id":"call_271072d721eeb183bee3ddd30d9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_271072d721eeb183bee3ddd30d9"}},"seriesid":"163"}
{"contact":{"id":"37661","email":"ella.linchen.lin@gmail.com","first_name":"Chen","last_name":"Lin","phone":"2368684096","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Chen Lin","language":"English","canceldate":"2024-06-04","time_zone":"5","area_code":"236","members_type":"CAND","new_member_date_2":"2023-04-04","phone_2":"2368684096","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323472","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03481","last_act_type":"2025-02-10","pcl_status":"F","pcl_completion_date":"2023-07-26","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Nov 26 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T14:35:00-05:00","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":"It was too expensive to keep the membership","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 fees are too high","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"not doing payroll anymore","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"3","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","npi_email_temp":"ella.linchen.lin@gmail.com","old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03481","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"39169","email":"kanikasiddana123@gmail.com","first_name":"Kanika","last_name":"Chhabra","phone":"7786836194","orgname":"Atul Sidana C\/o Mainland Motors","customer_acct_name":"Atul Sidana C\/o Mainland Motors","tags":"International Phone","ip4":"127.0.0.1","fields":{"full_name":"Kanika Chhabra","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"778","members_type":"CAND","new_member_date_2":"2023-10-25","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"330577","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"LB2505787","phone_2":"9187280000","extension_phone_2":"0","last_act_type":"2023-10-25","old_do_id":"L25C07961","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_status":"F","pcl_completion_date":"2024-02-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kanikasiddana123@gmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"38237","email":"palakpreetkaur159@gmail.com","first_name":"Palakpreet","last_name":"Kaur","phone":"5874367329","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Palakpreet Kaur","language":"English","canceldate":"2025-02-04","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C04478","new_member_date_2":"2023-12-19","phone_2":"5874367329","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331927","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C04478","last_act_type":"2023-12-19","pcl_status":"P","pcl_completion_date":"2024-04-03","pf1_status":"F","pf1_completion_date":"2024-09-23","number_of_passed_courses":"1","blocnote":"LNC Nov 17 2025 Survey completed She said not thinking of becoming a member right now but may in the future.","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T11:12:00-05:00","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":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"More email reminder.","mini_nps":"4","age_range":"18 to 30 years","selfpayrollproficiency":"Native","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","trc":"True","wera":"False","npi_email_temp":"palakpreetkaur159@gmail.com","pcl_completion_date_5":"2029-04-03","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"36726","email":"priyanka.damera58@gmail.com","first_name":"Priyanka","last_name":"Damera","phone":"916309731697","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM, International Phone","ip4":"127.0.0.1","fields":{"full_name":"Priyanka Damera","language":"English","canceldate":"2025-02-04","time_zone":"5","area_code":"916","members_type":"AST","new_member_date_2":"2023-12-06","province":"Telangana","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"263123","intcode":"20","dhmsfin_telemarketing_last_contacted_date":"2025-06-13T12:31:00-04:00","paid_thru":"2024-11-30","blocnote":"International number","temp_do_id_for_auto_old_do_id":"LB2506849","temp_intcode_for_auto_old_int_code":"20","phone_2":"9163097316","extension_phone_2":"97","last_act_type":"2023-06-12","pipeline_2_members_only_ast":"","old_do_id":"LB2506849","pcl_status":"P","pcl_completion_date":"2018-09-02","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"priyanka.damera58@gmail.com","date_of_renewal_identification":"","ln_entered_date":"2026-01-26","pcl_completion_date_5":"2023-09-02","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"40295","email":"ashimamehra3@gmail.com","first_name":"Ashima","last_name":"Mehra","phone":"6049402202","orgname":"AC Transport Ltd.","customer_acct_name":"AC Transport Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Ashima Mehra","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","extension_phone_1":"107","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P01420","new_member_date_2":"2020-09-29","cert_status":"WITHDRAWN","phone_2":"6479780005","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"289550","intcode":"0","blocnote":"July 6 2025 vm\r\nLN Sept 15 2025 vm\n2026 May 12 call reached voicemail at AC Transport, message left\n2026 May 12 contact spoke with Ashima's husband who said Ashima is not available and suggested calling her directly.\n2026 May 14 - Contact (AC Transport) reports Ashima no longer works there and provided new phone number 6476672575\n2026 May 19 contact at AC Transport says Ashima no longer works there and no new contact info provided; requested no further calls.","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T14:12:03-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25P01420","temp_intcode_for_auto_old_int_code":"08","last_act_type":"2025-04-03","pcl_status":"P","pcl_completion_date":"2020-10-04","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":"2021-11-24","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ashimamehra3@gmail.com","pcl_completion_date_5":"2025-10-04","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","thewithdrawaldate":"2024-12-04","aitm_status_called":"2026-05-19T14:12:03-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called AC Transport to reach Ashima but was informed that Ashima no longer works there and no new contact information was available. The contact requested no further calls to this number, and the agent confirmed this before ending the call.","aitm_callsummarytitle":"Contact Not Available - No New Info","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_61bc64ced1067f793bdc4c73cc6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_61bc64ced1067f793bdc4c73cc6","old_int_code":"08","number_of_calls_reached":"3","mini_nps":"3","initialvalue":"Other","othermemberbenefit":"Provided updated contact phone number for Ashima","age_range":"Preferred not to say","onesentencenotrenewed":"Contact stated Ashima no longer works there and no new contact information is available.","prootherreasonsnottorenew":"Contact no longer reachable at this number; no forwarding information provided."}},"seriesid":"163"}
{"contact":{"id":"45806","email":"rleblanc@burchells.ca","first_name":"Rene","last_name":"LeBlanc","phone":"9024236361","orgname":"Burchells LLP","customer_acct_name":"Burchells LLP","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"62113","full_name":"Rene LeBlanc","members_type":"CORP","paid_thru":"2023-08-31","organization_id":"62112","trc":"False","wera":"False","province":"NS","language":"English","corp_cancel_date":"2023-11-02","do_id":"L25O4390","number_of_passed_courses":"0","time_zone":"1","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":"L25O4390","npi_email_temp":"rleblanc@burchells.ca","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"36713","email":"salkeldsam@gmail.com","first_name":"Carolyne","last_name":"Salkeld","phone":"6043789196","orgname":"Ecotrend Ecologics","customer_acct_name":"Ecotrend Ecologics","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Carolyne Salkeld","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"AST","do_id":"L25A01512","new_member_date_2":"2018-04-04","cert_status":"PENDING","phone_2":"6043789196","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"262274","intcode":"15","blocnote":"June 13 2025  Survey completed The only issue is with accreditation, everything else was fine.\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 brief call, contact busy and unable to talk, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:51-04:00","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":"I was doing payroll for over 200 employees.","notrenewednolongerinpayroll":"No","npichallenges":"Yes","npichallengesspecify":"The issues with accreditation not being recognized.","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"The problem with getting accreditation.","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":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A01512","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2024-08-02","last_conf_date_type":"2021-06-09","last_act_type":"2024-08-02","pcl_status":"P","pcl_completion_date":"2018-08-05","pf1_status":"P","pf1_completion_date":"2019-01-04","pf2_status":"P","pf2_completion_date":"2019-05-17","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":"salkeldsam@gmail.com","pcl_completion_date_5":"2023-08-05","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-11T13:06:51-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called Carolyne to discuss her lapsed Associate membership with the National Payroll Institute, but Carolyne was unable to talk as she was busy working and training someone. The call ended without completing the survey or discussing renewal.","aitm_callsummarytitle":"Contact Busy, Call Ended Early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d7558d7115462d1d999284965d7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d7558d7115462d1d999284965d7","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37659","email":"sarahsilva022884@yahoo.com","first_name":"Sarah","last_name":"Silva","phone":"","orgname":"Fentro Technologies Inc.","customer_acct_name":"Fentro Technologies Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sarah Jane Silva","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","time_zone":"3","area_code":"431","members_type":"CAND","do_id":"L25C01413","new_member_date_2":"2021-05-07","cert_status":"PENDING","phone_2":"4317746501","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"296448","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C01413","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-19","pcl_status":"P","pcl_completion_date":"2021-09-12","pf1_status":"P","pf1_completion_date":"2021-12-23","pf2_status":"P","pf2_completion_date":"2022-05-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-02-01","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sarahsilva022884@yahoo.com","pcl_completion_date_5":"2026-09-12","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"41707","email":"dehickey@telus.net","first_name":"Deanna","last_name":"Hickey","phone":"4033623333","orgname":"City of Brooks","customer_acct_name":"City of Brooks","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"175018","full_name":"Deanna Hickey","lead_status":"Lapsed Member","do_id":"L25O01107","members_type":"CORP","organization_id":"67793","coidnewmbrdate":"2003-07-22","city_1":"Brooks","province":"AB","language":"English","time_zone":"4","area_code":"403","phone_2":"4033760514","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"Aug 27 2025  Deanna is no longer there. Spoke to person in payroll September she said she is filling in until end of Nov. for Susan D. September is not sure if Susan renewed.","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T11:20:00-04:00","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O01107","temp_intcode_for_auto_old_int_code":"10","pds_august":"3","pds_september":"3","last_conf_date_type":"2011-06-07","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"dehickey@telus.net","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39650","email":"thollywood@ghentlandscape.com","first_name":"Taylor","last_name":"Hollywood","phone":"5195817113","orgname":"Ghent Landscape","customer_acct_name":"Ghent Landscape","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Taylor Hollywood","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C03153","new_member_date_2":"2022-12-08","phone_2":"7058177440","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"319542","paid_thru":"2024-11-30","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C03153","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-11-30","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","trc":"True","wera":"False","npi_email_temp":"thollywood@ghentlandscape.com","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"36882","email":"simasafarih@gmail.com","first_name":"Sima","last_name":"Safarihalavi","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sima Safarihalavi","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C00852","new_member_date_2":"2021-12-17","phone_2":"6477163754","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"267896","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C00852","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-11-04","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"P","pf1_completion_date":"2020-01-20","pf2_status":"P","pf2_completion_date":"2020-04-19","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"simasafarih@gmail.com","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"37142","email":"jamiexiang2@gmail.com","first_name":"Yan","last_name":"Xiang","phone":"6476867189","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Yan Xiang","language":"English","canceldate":"2024-02-03","time_zone":"2","area_code":"647","members_type":"CAND","new_member_date_2":"2022-12-21","phone_2":"6476867189","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"319772","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25C03172","last_act_type":"2023-07-20","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","number_of_passed_courses":"3","intcode":"21","blocnote":"Nov 5 2025 vm\r\nLNC Dec11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:59:00-05:00","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":"L25C03172","npi_email_temp":"jamiexiang2@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
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{"contact":{"id":"44361","email":"luis_caribes@hotmail.com","first_name":"Luis","last_name":"Bustamante","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341883","full_name":"Luis Bustamante","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-24","paid_thru":"2025-08-31","phone_2":"6479172610","pcl_status":"F","pcl_completion_date":"2024-12-02","province":"ON","last_act_type":"2024-09-24","language":"English","do_id":"L25C8157","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8157","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"luis_caribes@hotmail.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"45761","email":"noor.haddad@thomsonreuters.com","first_name":"Noor","last_name":"Haddad","phone":"4162985141","orgname":"Thomson Reuters","customer_acct_name":"Thomson Reuters","tags":"npiPartnerAccount, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"296969","full_name":"Noor Haddad","members_type":"CORP","paid_thru":"2024-03-31","organization_id":"5001","trc":"False","wera":"False","province":"ON","last_act_type":"2021-03-15","language":"English","corp_cancel_date":"2024-06-04","do_id":"LB2506704","number_of_passed_courses":"0","time_zone":"2","lead_status":"Partner","temp_do_id_for_auto_old_do_id":"LB2506704","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"","old_do_id":"L25O3348","npi_email_temp":"noor.haddad@thomsonreuters.com","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","company_paid_thru":"2024-03-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37641","email":"brenda.lewis65@gmail.com","first_name":"Brenda","last_name":"Lewis","phone":"","orgname":"TechConnect Corp.","customer_acct_name":"TechConnect Corp.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Brenda Lewis","language":"English","canceldate":"2024-03-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01412","new_member_date_2":"2021-01-07","cert_status":"PENDING","phone_2":"4039481737","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"296394","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C01412","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-02-24","last_act_type":"2023-02-24","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2021-08-29","pf2_status":"P","pf2_completion_date":"2022-02-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-04-01","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"brenda.lewis65@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"40212","email":"divinendelight@gmail.com","first_name":"Blessing","last_name":"Ajakaiye","phone":"9057380053","orgname":"Krcmar Surveyors Ltd.","customer_acct_name":"Krcmar Surveyors Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Blessing Ajakaiye","language":"English","canceldate":"2025-01-07","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25P01353","new_member_date_2":"2019-11-21","cert_status":"WITHDRAWN","phone_2":"9057389221","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"283097","intcode":"0","blocnote":"July 7 2025 vm\n2026 May 15 - Reached operator\/gatekeeper who could not find Blessing Ajakaiye; no contact info provided.\n2026 May 19 call ended after contact not found at number.","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:12:00-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25P01353","temp_intcode_for_auto_old_int_code":"08","last_act_type":"2025-07-04","pcl_status":"P","pcl_completion_date":"2020-03-01","pf1_status":"P","pf1_completion_date":"2020-06-21","pf2_status":"P","pf2_completion_date":"2020-10-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-01-26","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"divinendelight@gmail.com","pcl_completion_date_5":"2025-03-01","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","thewithdrawaldate":"2025-01-07","aitm_status_called":"2026-05-19T11:12:00-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Blessing Ajakaiye but was informed by the operator that no one by that name is available at the number. The call ended after confirming the name was not found.","aitm_callsummarytitle":"Contact Not Found at Number","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No one by the name Blessing Ajakaiye is available at this number.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"08","prootherreasonsnottorenew":"Contact not found at the provided number.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2b8cbce14040276584309661844","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2b8cbce14040276584309661844","number_of_calls_reached":"2"}},"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":"2021-06-04","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","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40192","email":"steve.maguire.to@gmail.com","first_name":"Kenneth","last_name":"Maguire","phone":"4166092200","orgname":"Baxter Kitchens","customer_acct_name":"Baxter Kitchens","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Kenneth Maguire","language":"English","canceldate":"2023-10-06","cpa_certification":"PCP","extension_phone_1":"235","time_zone":"2","area_code":"416","members_type":"PRO","new_member_date_2":"2019-10-29","cert_status":"WITHDRAWN","phone_2":"4166865753","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"282343","intcode":"21","blocnote":"July 7 2025 vm\r\nLN \/ 06 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T11:21:00-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25P01346","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-03-12","pcl_status":"P","pcl_completion_date":"2020-02-02","pf1_status":"P","pf1_completion_date":"2020-09-28","pf2_status":"P","pf2_completion_date":"2021-03-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-11-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"steve.maguire.to@gmail.com","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P01346","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"44221","email":"rekhayadav144@gmail.com","first_name":"Rekha","last_name":"Kumari","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"306339","full_name":"Rekha Kumari","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-08-28","paid_thru":"2027-04-30","phone_2":"7785834522","pcl_status":"F","pcl_completion_date":"2024-12-02","province":"BC","last_act_type":"2024-08-28","language":"English","do_id":"L25C8046","number_of_passed_courses":"0","time_zone":"5","lead_status":"Renewed Lapsed","temp_do_id_for_auto_old_do_id":"L25C8046","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-30","pipeline_1_lapsed_members":"Renewed lapsed","trc":"False","wera":"False","npi_email_temp":"rekhayadav144@gmail.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","intcode":"99","temp_intcode_for_auto_old_int_code":"99"}},"seriesid":"163"}
{"contact":{"id":"39143","email":"sharon.clapp@outlook.com","first_name":"Sharon","last_name":"Clapp","phone":"5192533016","orgname":"Windsor Fire & Rescue Services","customer_acct_name":"Windsor Fire & Rescue Services","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Sharon Clapp","language":"English","canceldate":"2024-09-04","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"PRO","do_id":"L25P00832","new_member_date_2":"2013-07-18","cert_status":"WITHDRAWN","phone_2":"5199803394","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"217068","intcode":"03","blocnote":"June 23 2025 vm\r\nSept 8 2025 She is no longer in payroll.Survey completed direct number 519 945 7395\n2026 May 25 reached voicemail at Windsor Fire and Rescue main reception\n2026 May 25 contact answered call, stated she already completed the survey last year and declined to participate again.\n2026 May 26 contact confirmed Sharon Clapp and offered correct phone number","dhmsfin_telemarketing_last_contacted_date":"2026-05-26T10:07:32-04:00","paid_thru":"2024-06-30","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":"N\/A","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","careerchange":"Yes","careerchangespecify":"I am no longer in payroll.","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Strong","temp_do_id_for_auto_old_do_id":"L25P00832","temp_intcode_for_auto_old_int_code":"03","last_act_type":"2024-03-12","pcl_status":"P","pcl_completion_date":"2013-11-05","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":"2014-03-13","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"sharon.clapp@outlook.com","pcl_completion_date_5":"2018-11-05","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","thewithdrawaldate":"2024-09-04","aitm_status_called":"2026-05-26T10:07:31-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Windsor Fire and Rescue Services and requested to speak with Sharon Clapp. The contact confirmed Sharon's identity and offered to provide the correct phone number as the agent did not have the right one.","aitm_callsummarytitle":"Contact confirmed Sharon Clapp and offered correct number","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"01","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d21bafbfb129bcf46ab1e831fa9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d21bafbfb129bcf46ab1e831fa9","number_of_total_call_attempts":"3","onesentencenotrenewed":"Contact has already completed the survey last year and is not interested in repeating it.","initialvalue":"Other","prootherreasonsnottorenew":"Already completed the survey last year and does not want to repeat it.","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P00832","number_of_calls_reached":"2","ln_entered_date":"2026-05-26","called_by":"AC Automation"}},"seriesid":"163"}
{"contact":{"id":"38437","email":"abymartinez@live.com.mx","first_name":"Abigail","last_name":"Martinez","phone":"2364850858","orgname":"","customer_acct_name":"","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Abigail Martinez","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"236","members_type":"CAND","new_member_date_2":"2025-12-04","phone_2":"2368635023","province":"BC","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"324230","pipeline_2_members_only_ast":"","paid_thru":"2026-11-30","temp_do_id_for_auto_old_do_id":"L25C08344","old_do_id":"L25C03571","last_infoline_date_type":"2025-07-21","last_act_type":"2026-05-02","date_of_renewal_identification":"2025-12-05","pcl_status":"F","pcl_completion_date":"2023-09-10","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"99","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"abymartinez@live.com.mx","organization_id":"185887","pcl_completion_date_5":"2028-09-10","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","company_paid_thru":"2026-04-30","corp_cancel_date":"2017-07-05","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40363","email":"kalen.g.smith@gmail.com","first_name":"Kalen","last_name":"Shelton","phone":"6043708746","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":"334751","full_name":"Kalen Shelton","members_type":"CAND","do_id":"L25C04776","lead_status":"Lapsed Member","new_member_date_2":"2024-02-27","city_1":"Richmond","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"6043708746","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04776","last_act_type":"2024-12-04","pcl_status":"P","pcl_completion_date":"2024-06-04","pf1_status":"F","pf1_completion_date":"2024-09-23","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 17 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:59:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"kalen.g.smith@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"36949","email":"choudhary.samadrita@gmail.com","first_name":"Samadrita","last_name":"Sapra","phone":"3436449466","orgname":"I-Sight (Customer Expressions)","customer_acct_name":"I-Sight (Customer Expressions)","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Samadrita Choudhary Sapra","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"343","members_type":"CAND","do_id":"L25C02349","new_member_date_2":"2022-05-16","phone_2":"4372385351","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"312490","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02349","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-04-29","pcl_status":"P","pcl_completion_date":"2022-09-11","pf1_status":"P","pf1_completion_date":"2023-01-09","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"choudhary.samadrita@gmail.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"40310","email":"amandamdm@hotmail.com","first_name":"Amanda","last_name":"Medeiros","phone":"","orgname":"","customer_acct_name":"","tags":"250709 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Amanda Meira de Medeiros","language":"English","canceldate":"2023-07-31","cpa_certification":"PCP","time_zone":"3","area_code":"204","members_type":"PRO","new_member_date_2":"2020-07-28","cert_status":"WITHDRAWN","phone_2":"2046886602","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"290717","intcode":"21","blocnote":"July 7 2025 number not in service.","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T15:09:00-04:00","old_int_code":"16","temp_do_id_for_auto_old_do_id":"L25P01435","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2021-02-11","last_act_type":"2024-04-12","pcl_status":"P","pcl_completion_date":"2020-11-02","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":"2021-04-07","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"amandamdm@hotmail.com","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P01435","pcl_completion_date_5":"2025-11-02"}},"seriesid":"163"}
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{"contact":{"id":"40335","email":"mariam.youssef83@hotmail.com","first_name":"Mariam","last_name":"Soliman","phone":"6477490827","orgname":"Black & McDonald Ltd.","customer_acct_name":"Black & McDonald Ltd.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Mariam Soliman, PCP","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"CORP","new_member_date_2":"2020-10-21","cert_status":"ACTIVE","phone_2":"4162708150","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"293890","organization_id":"168972","intcode":"99","blocnote":"July 7 2025 line busy\r\nLN Sept 15 2025 He husband advised should call her cell phone number he provided. She  said she is now under the corporate account for membership..","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T13:09:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2506283","old_int_code":"13","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506283","last_infoline_date_type":"2022-02-14","last_act_type":"2024-04-12","company_paid_thru":"2027-03-31","date_of_renewal_identification":"2025-10-08","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":"2024-02-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mariam.youssef83@hotmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41669","email":"jrutledge@tmlcorp.com","first_name":"Julie","last_name":"Rutledge","phone":"5194557060","orgname":"Trudell Medical Ltd","customer_acct_name":"Trudell Medical Ltd","tags":"WR250827, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"58302","full_name":"Julie Rutledge, PLP","lead_status":"Renewed Lapsed","members_type":"CORP","organization_id":"12150","coidnewmbrdate":"30\/04\/97 00:00","city_1":"London","province":"ON","language":"English","time_zone":"2","area_code":"519","phone_2":"5196680347","extension_phone_1":"2278","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 26 2025 She thinks that the membership has been renewed.","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T14:17:00-04:00","old_int_code":"13","date_of_renewal_identification":"2026-05-28","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2505735","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"CPM","pds_august":"13","pds_september":"13","last_infoline_date_type":"2024-08-08","last_conf_date_type":"2020-06-17","last_act_type":"2026-12-01","company_paid_thru":"2027-04-30","pcl_status":"P","pcl_completion_date":"2006-12-12","pf1_status":"P","pf1_completion_date":"2007-12-19","pf2_status":"P","pf2_completion_date":"2009-08-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-01-27","number_of_passed_courses":"4","pds_october":"13","trc":"False","wera":"False","pds_november":"13","do_id":"LB2505735","old_do_id":"L25O01375","npi_email_temp":"jrutledge@tmlcorp.com","pcl_completion_date_5":"2011-12-12","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"45693","email":"danielle@bookkeepingessentials.ca","first_name":"Danielle","last_name":"Sherwin","phone":"7808157070","orgname":"Bookkeeping Essentials","customer_acct_name":"Bookkeeping Essentials","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"314036","full_name":"Danielle Sherwin","members_type":"CORP","paid_thru":"2023-05-31","organization_id":"313999","trc":"False","wera":"False","province":"AB","last_act_type":"2023-07-25","language":"English","corp_cancel_date":"2023-08-02","do_id":"L25O4373","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4373","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"danielle@bookkeepingessentials.ca","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","company_paid_thru":"2023-05-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45821","email":"sperreault@saninord.ca","first_name":"Sophie","last_name":"Perreault","phone":"4504361107","orgname":"Sani-Nord","customer_acct_name":"Sani-Nord","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"312903","full_name":"Sophie Perreault","members_type":"CORP","paid_thru":"2024-04-30","organization_id":"312901","trc":"False","wera":"False","province":"QC","last_act_type":"2022-10-05","language":"French","corp_cancel_date":"2024-07-03","do_id":"L25O3604","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3604","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"sperreault@saninord.ca","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","company_paid_thru":"2024-04-30","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"42691","email":"nimasha.ranwala@gmail.com","first_name":"Nimasha","last_name":"Mudiyanselage","phone":"7783181727","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":"337160","full_name":"Nimasha Hansadi Ranwala Mudiyanselage","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05707","new_member_date_2":"2024-05-27","city_1":"Surrey","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7783181727","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":"L25C05707","last_act_type":"2024-05-27","pcl_status":"F","pcl_completion_date":"2024-09-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T12:13:00-05:00","temp_intcode_for_auto_old_int_code":"06","onesentencenotrenewed":"","npi_email_temp":"nimasha.ranwala@gmail.com","pcl_completion_date_5":"2029-09-03","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"38178","email":"andrewn.yang1421@gmail.com","first_name":"Ntxuam","last_name":"Yang","phone":"2047790537","orgname":"Payworks","customer_acct_name":"Payworks","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Ntxuam Yang","language":"English","canceldate":"2024-09-04","time_zone":"3","area_code":"204","members_type":"CORP","do_id":"","new_member_date_2":"2023-07-28","phone_2":"6043236432","province":"BC","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"327439","organization_id":"43919","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C03978","last_infoline_date_type":"2025-02-20","last_act_type":"2025-02-20","company_paid_thru":"2026-12-31","pcl_status":"F","pcl_completion_date":"2024-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"andrewn.yang1421@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25C03978","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36965","email":"patti.gilliard@vfc.com","first_name":"Patti","last_name":"Gilliard","phone":"3364245448","orgname":"VF Corp.","customer_acct_name":"VF Corp.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Patti Gilliard","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"336","members_type":"CAND","do_id":"L25C01899","new_member_date_2":"2021-12-03","province":"NC","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"307895","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01899","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-02-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"patti.gilliard@vfc.com","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"40200","email":"timetrialist@gmail.com","first_name":"Norman","last_name":"Lai","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Norman Lai","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"1","area_code":"902","members_type":"PRO","do_id":"L25P00711","new_member_date_2":"2023-09-08","cert_status":"WITHDRAWN","phone_2":"9024453460","province":"NS","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"185862","intcode":"06","blocnote":"July 14 2025 line busy\n2026 May 11 call reached voicemail, no conversation.\n2026 May 13 - reached voicemail\n2026 May 15 call reached voicemail\n2026 May 19 call reached voicemail\n2026 May 21 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T08:47:06-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25P00711","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-01-31","pcl_status":"P","pcl_completion_date":"2011-10-03","pf1_status":"P","pf1_completion_date":"2012-02-24","pf2_status":"P","pf2_completion_date":"2012-08-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-01-24","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"timetrialist@gmail.com","pcl_completion_date_5":"2016-10-03","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","thewithdrawaldate":"2024-11-02","aitm_status_called":"2026-05-21T10:02:10-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was an outbound attempt to reach the contact but went to voicemail after 3 seconds.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","old_int_code":"7","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c7aa394ada83a03804d4fd186b5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c7aa394ada83a03804d4fd186b5","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"38452","email":"aartirpatadia@gmail.com","first_name":"Aarti","last_name":"Patadia","phone":"4372175226","orgname":"","customer_acct_name":"","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Aarti Patadia","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"2","area_code":"437","members_type":"PRO","new_member_date_2":"2025-12-15","cert_status":"ACTIVE","phone_2":"4166194559","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"241563","intcode":"99","blocnote":"June 18 2025 vm \r\nSept 4 2025 She is now part of her company's membership with NPI","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T19:43:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-11-30","old_int_code":"13","temp_do_id_for_auto_old_do_id":"L25P02682","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P02572","last_infoline_date_type":"2024-06-09","last_act_type":"2026-12-01","date_of_renewal_identification":"2025-12-17","pcl_status":"P","pcl_completion_date":"2017-04-23","pf1_status":"P","pf1_completion_date":"2018-01-21","pf2_status":"P","pf2_completion_date":"2018-05-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-10-10","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"aartirpatadia@gmail.com","pcl_completion_date_5":"2022-04-23","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"40308","email":"remytakam@gmail.com","first_name":"Remy","last_name":"Takam","phone":"6135604366","orgname":"Public Service Alliance of Canada","customer_acct_name":"Public Service Alliance of Canada","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Remy Nzokouo Takam, PCP,MBA","language":"English","canceldate":"2024-06-06","cpa_certification":"PCP","time_zone":"2","area_code":"613","members_type":"CORP","new_member_date_2":"2020-07-23","pds_april":"2","cert_status":"ACTIVE","phone_2":"8193192585","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"290618","organization_id":"9521","intcode":"99","blocnote":"July 7 2025 no answer\r\nLN Sept 15 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T11:56:00-04:00","pipeline_2_members_only_ast":"","pds_july":"2","temp_do_id_for_auto_old_do_id":"LB2506942","temp_intcode_for_auto_old_int_code":"99","pds_august":"2","old_do_id":"LB2506942","old_int_code":"7","pds_september":"2","last_infoline_date_type":"2025-03-24","last_act_type":"2026-12-01","company_paid_thru":"2026-05-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2022-02-06","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"P","pf2_completion_date":"2022-09-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-04-26","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"remytakam@gmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39221","email":"tarnvir.grewal@caledon.ca","first_name":"Tarnvir","last_name":"Grewal","phone":"9055842272","orgname":"Town of Caledon","customer_acct_name":"Town of Caledon","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"city_1":"Brampton","full_name":"Tarnvir Grewal, PLP,CHRL","language":"English","canceldate":"2025-04-14","cpa_certification":"CPM","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2014-05-02","cert_status":"ACTIVE","phone_2":"6479650227","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","intcode":"99","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"","individual_id":"124648","organization_id":"218261","blocnote":"JUne 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T10:05:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2507433","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2507433","old_int_code":"6","last_infoline_date_type":"2018-12-20","last_conf_date_type":"2018-06-27","last_act_type":"2026-12-01","company_paid_thru":"2026-09-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2008-01-14","pf1_status":"P","pf1_completion_date":"2008-01-25","pf2_status":"P","pf2_completion_date":"2008-02-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-05-06","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"tarnvir.grewal@caledon.ca","pcl_completion_date_5":"2013-01-14","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41675","email":"janieb@polymos.com","first_name":"Janie","last_name":"Breen","phone":"5144531920","orgname":"Polymos Inc.","customer_acct_name":"Polymos Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"243212","full_name":"Janie Breen","lead_status":"Lapsed Member","do_id":"L25O01089","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":"L25O01089","last_infoline_date_type":"2020-04-16","last_act_type":"2023-06-26","number_of_passed_courses":"0","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T11:01:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"janieb@polymos.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42769","email":"fundytusa@gmail.com","first_name":"Amanda","last_name":"Fundytus","phone":"7806321127","orgname":"","customer_acct_name":"","tags":"250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"226060","full_name":"Amanda Fundytus, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2014-06-05","city_1":"Edmonton","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7806321127","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"LB2505201","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"7","intcode":"99","blocnote":"LN \/ 29 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-29T16:42:00-04:00","temp_intcode_for_auto_old_int_code":"99","pds_september":"7","last_infoline_date_type":"2023-04-17","last_conf_date_type":"2022-06-08","last_act_type":"2026-05-15","pcl_status":"P","pcl_completion_date":"2014-10-14","pf1_status":"P","pf1_completion_date":"2015-04-20","pf2_status":"P","pf2_completion_date":"2015-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-02-01","date_of_renewal_identification":"2025-10-29","number_of_passed_courses":"4","pds_october":"7","old_int_code":"06","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"7","old_do_id":"L25P02093","npi_email_temp":"fundytusa@gmail.com","pcl_completion_date_5":"2019-10-14","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"seriesid":"163"}
{"contact":{"id":"36746","email":"kate.truong7@gmail.com","first_name":"Huynh","last_name":"Truong","phone":"6475486367","orgname":"COLLISON GOLL LTD","customer_acct_name":"COLLISON GOLL LTD","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Huynh Thanh Phuong Truong","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"647","members_type":"AST","new_member_date_2":"2023-09-11","phone_2":"6475486367","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"263583","intcode":"02","blocnote":"June 13 2025 Survey completed send application email to review.\n2026 May 08 call reached voicemail, no human answer\n2026 May 08 reached voicemail, no contact with Huynh Truong\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 contact declined renewal due to fee but accepted application form email - NPI# 36746","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T10:06:47-04:00","sendapplicationform":"2026-05-11T10:44:00-04:00","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":"Yes","npichallengesspecify":"I did not qualify for course to get designation.","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"Only the courses that I was not qualified","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"Person I could directly email for questions.","mini_nps":"5","age_range":"61+","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A01515","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2024-06-13","pcl_status":"P","pcl_completion_date":"2018-08-20","pf1_status":"P","pf1_completion_date":"2023-12-20","pf2_status":"P","pf2_completion_date":"2024-04-15","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"kate.truong7@gmail.com","pcl_completion_date_5":"2023-08-20","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-11T10:36:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent contacted Huynh regarding their lapsed Associate membership with the National Payroll Institute. Huynh expressed satisfaction with the membership but declined to renew due to the fee. The agent offered to send an application form via email, which Huynh accepted, and the call concluded successfully.","aitm_callsummarytitle":"Membership Renewal Declined, Application Form Sent","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_066bfa81ba9222d376edbce6f5c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_066bfa81ba9222d376edbce6f5c","notrenewedwanttorenew":"Yes","onesentencenotrenewed":"Felt the benefits were useful, but the fee wasn\u2019t worth it.","initialvalue":"Career","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01515","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"40193","email":"margaretzak@hotmail.com","first_name":"Margaret","last_name":"Zak","phone":"4162702827","orgname":"Trillium Health Centre","customer_acct_name":"Trillium Health Centre","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Margaret Zak, PCP","language":"English","canceldate":"2023-05-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CORP","do_id":"","new_member_date_2":"2022-03-07","pds_april":"1","cert_status":"ACTIVE","phone_2":"6478695845","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"185093","organization_id":"8501","intcode":"99","blocnote":"July 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T11:18:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"1","temp_do_id_for_auto_old_do_id":"L25P00709","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","old_int_code":"21","pds_september":"1","last_act_type":"2026-04-05","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2011-08-05","pf1_status":"P","pf1_completion_date":"2012-01-05","pf2_status":"P","pf2_completion_date":"2012-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-12-09","number_of_passed_courses":"4","pds_october":"1","paid_thru":"2026-08-31","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"margaretzak@hotmail.com","pcl_completion_date_5":"2016-08-05","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","date_of_renewal_identification":"","old_do_id":"L25P00709","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42758","email":"ddsatbhai@gmail.com","first_name":"Divyangi","last_name":"Satbhai","phone":"7809389457","orgname":"Preferred Client Services","customer_acct_name":"Preferred Client Services","tags":"250919 NPI LN sent to TM, 251120 changed int_code to 99","ip4":"0.0.0.0","fields":{"individual_id":"276931","full_name":"Divyangi Satbhai, PCP","members_type":"PRO","lead_status":"Not Relevant","new_member_date_2":"2019-06-12","city_1":"Edmonton","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"5875965400","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2504908","cert_status":"ACTIVE","cpa_certification":"PCP","intcode":"99","blocnote":"LN \/ 29 September 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-09-29T16:29:00-04:00","temp_intcode_for_auto_old_int_code":"99","old_int_code":"16","notrenewedother":"Phone cannot be recovered","last_act_type":"2025-10-28","pcl_status":"P","pcl_completion_date":"2019-10-06","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":"2020-08-25","date_of_renewal_identification":"2025-11-04","old_do_id":"AST02404","telemarketing_call_date":"2025-09-29","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ddsatbhai@gmail.com","pcl_completion_date_5":"2024-10-06","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31"}},"seriesid":"163"}
{"contact":{"id":"40284","email":"okabir15@gmail.com","first_name":"Umme","last_name":"Nasima","phone":"4037364270","orgname":"Connect First Credit Union","customer_acct_name":"Connect First Credit Union","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Umme Nasima","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P01409","new_member_date_2":"2023-08-29","cert_status":"WITHDRAWN","phone_2":"4032416638","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"288548","intcode":"16","blocnote":"Is going to call me back, she took my number.\n2026 May 14 - Call reached automated Service Credit Union IVR; agent held and did not reach Umme","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T15:03:59-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25P01409","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-01-31","pcl_status":"P","pcl_completion_date":"2020-09-13","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":"2023-11-14","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"okabir15@gmail.com","pcl_completion_date_5":"2025-09-13","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","thewithdrawaldate":"2024-11-02","aitm_status_called":"2026-05-14T15:03:59-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent attempted to reach Umme but the call connected to an automated Service Credit Union system\/IVR; agent remained on hold and did not reach a human before call ended. No renewal discussion occurred.","aitm_callsummarytitle":"Reached IVR, no human answer","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; call connected to automated system so renewal was not discussed.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"08","prootherreasonsnottorenew":"Call connected to automated system; no reason given","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_69792d679beb8fa48e617e43945","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_69792d679beb8fa48e617e43945","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"38249","email":"mattpiitz99@gmail.com","first_name":"Matthew","last_name":"Piitz","phone":"5198245410","orgname":"BDO Canada LLP","customer_acct_name":"BDO Canada LLP","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Matthew Piitz, PCP","language":"English","canceldate":"2024-01-02","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"PRO","new_member_date_2":"2026-04-09","cert_status":"ACTIVE","phone_2":"2263393439","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"321981","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2506344","date_of_renewal_identification":"","old_do_id":"LB2506344","last_infoline_date_type":"2026-05-20","last_act_type":"2026-05-20","company_paid_thru":"2026-08-31","intcode":"21","blocnote":"LN Oct 20 2025 Already renewed by company.","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T13:14:00-04:00","temp_intcode_for_auto_old_int_code":"21","old_int_code":"99","pcl_status":"P","pcl_completion_date":"2023-06-28","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":"2023-12-08","number_of_passed_courses":"4","paid_thru":"2027-03-31","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mattpiitz99@gmail.com","ln_entered_date":"2026-03-25","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"40152","email":"anshulasharma2410@gmail.com","first_name":"Anshula","last_name":"Sharma","phone":"4163864751","orgname":"YMCA Of Greater Toronto","customer_acct_name":"YMCA Of Greater Toronto","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Anshula Sharma, PCP","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2022-04-01","cert_status":"ACTIVE","phone_2":"6476751036","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"311328","organization_id":"71728","intcode":"99","blocnote":"July 4 2025 She said she is under the company's membership.","dhmsfin_telemarketing_last_contacted_date":"2025-07-04T17:04:00-04:00","old_int_code":"13","date_of_renewal_identification":"2026-05-28","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25O04798","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-12-01","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2022-06-26","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2022-11-27","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","do_id":"L25O04798","old_do_id":"LB2504358","npi_email_temp":"anshulasharma2410@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38426","email":"lmccox@gmail.com","first_name":"Lindsay","last_name":"Cox","phone":"2367888548","orgname":"Dayforce Canada Ltd.","customer_acct_name":"Dayforce Canada Ltd.","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Lindsay Cox, PCP","language":"English","canceldate":"2024-12-11","time_zone":"5","area_code":"236","members_type":"CORP","new_member_date_2":"2019-02-07","pds_april":"13","phone_2":"6049089082","province":"BC","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"100079","intcode":"06","blocnote":"June 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T12:45:00-04:00","pipeline_2_members_only_ast":"","pds_july":"13","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2506151","temp_intcode_for_auto_old_int_code":"6","cert_status":"ACTIVE","organization_id":"5215","cpa_certification":"PCP","pds_august":"13","old_do_id":"LB2506151","pds_september":"13","last_infoline_date_type":"2024-02-14","last_act_type":"2026-12-01","company_paid_thru":"2027-04-30","pcl_status":"P","pcl_completion_date":"2014-06-04","pf1_status":"P","pf1_completion_date":"2014-11-24","pf2_status":"P","pf2_completion_date":"2017-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-06-14","number_of_passed_courses":"4","pds_october":"13","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"13","do_id":"","npi_email_temp":"lmccox@gmail.com","pcl_completion_date_5":"2019-06-04","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39170","email":"abhijindal812@gmail.com","first_name":"Abhishek","last_name":"Jindal","phone":"2502995192","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Abhishek Jindal","language":"English","canceldate":"2024-11-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C04072","new_member_date_2":"2023-09-12","phone_2":"2502995192","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328081","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04072","last_act_type":"2023-12-09","pcl_status":"P","pcl_completion_date":"2024-01-22","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T14:39:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"abhijindal812@gmail.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"37164","email":"leralinarceo@gmail.com","first_name":"Leralin","last_name":"Arceo","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Leralin Arceo","language":"English","canceldate":"2023-09-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02634","new_member_date_2":"2022-07-09","phone_2":"7808061417","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314586","paid_thru":"2023-06-30","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":"L25C02634","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-07","pcl_status":"P","pcl_completion_date":"2022-09-25","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2023-02-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"leralinarceo@gmail.com","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"37684","email":"charug338@gmail.com","first_name":"Charu","last_name":"Goyal","phone":"9057812612","orgname":"","customer_acct_name":"","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Charu Goyal","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"905","members_type":"CAND","new_member_date_2":"2026-04-08","phone_2":"9057812612","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"328927","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"L25C04183","last_act_type":"2026-08-04","pcl_status":"F","pcl_completion_date":"2024-02-12","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"99","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T14:39:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"charug338@gmail.com","date_of_renewal_identification":"2026-04-09","old_int_code":"06","pcl_completion_date_5":"2029-02-12","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"42673","email":"muthuarunachalam007@gmail.com","first_name":"Muthu","last_name":"Arunachalam","phone":"6477031537","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":"341613","full_name":"Muthu Arunachalam","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05697","new_member_date_2":"2024-09-03","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6477031537","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-08-05","paid_thru":"2025-07-31","temp_do_id_for_auto_old_do_id":"L25C05697","last_act_type":"2025-05-08","pcl_status":"P","pcl_completion_date":"2024-12-12","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 18 2025  call back later","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T14:42:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"muthuarunachalam007@gmail.com","pcl_completion_date_5":"2029-12-12","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"44211","email":"tljohannesson@bakertilly.ca","first_name":"Terri-Lynn","last_name":"Johannesson","phone":"4038453226","orgname":"Baker Tilly WCR LLP","customer_acct_name":"Baker Tilly WCR LLP","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342638","full_name":"Terri-Lynn Johannesson","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-23","paid_thru":"2025-08-31","phone_2":"4038467392","pcl_status":"P","pcl_completion_date":"2025-01-07","province":"AB","last_act_type":"2024-09-20","language":"English","do_id":"L25C8301","number_of_passed_courses":"1","time_zone":"4","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8301","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":"2025-12-09T11:56:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"tljohannesson@bakertilly.ca","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"40412","email":"kknight@prcyfss.com","first_name":"Kathleen","last_name":"Knight","phone":"6044853090","orgname":"Powell River Child, Youth & Family Services Society","customer_acct_name":"Powell River Child, Youth & Family Services Society","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"166549","full_name":"Kathleen Knight","members_type":"CORP","do_id":"L25O00853","lead_status":"Lapsed Member","coidnewmbrdate":"2010-03-19","city_1":"Powell River","province":"BC","language":"English","time_zone":"5","area_code":"604","pipeline_1_lapsed_members":"Lapsed Members","intcode":"07","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T18:21:00-04:00","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00853","temp_intcode_for_auto_old_int_code":"7","organization_id":"166548","last_act_type":"2025-04-25","pcl_status":"P","pcl_completion_date":"2010-07-05","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"kknight@prcyfss.com","pcl_completion_date_5":"2015-07-05","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37655","email":"brigibeault@gmail.com","first_name":"Brianna","last_name":"Gibeault","phone":"6476173220","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Brianna Gibeault","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C04425","new_member_date_2":"2023-11-30","phone_2":"6476173220","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331205","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C04425","last_act_type":"2024-10-06","pcl_status":"F","pcl_completion_date":"2024-03-08","pf1_status":"F","pf1_completion_date":"2024-07-24","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"01","blocnote":"LNC Nov 26 2025 Survey completed She said she has to look into her employer paying for membership before she can renew.","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T14:36:00-05:00","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":"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":"Yes","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"18 to 30 years","selfpayrollproficiency":"Strong","old_int_code":"10","npi_email_temp":"brigibeault@gmail.com","pcl_completion_date_5":"2029-03-08","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"40391","email":"mlaure.monperousse@gmail.com","first_name":"Marie","last_name":"Monp\u00e9rousse","phone":"4509786888","orgname":"Ville de Laval","customer_acct_name":"Ville de Laval","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"298636","full_name":"Marie Laure Monp\u00e9rousse","members_type":"CAND","do_id":"L25C04579","lead_status":"Refused","new_member_date_2":"2021-03-02","city_1":"Montreal","province":"QC","language":"French","time_zone":"2","area_code":"450","extension_phone_1":"3350","phone_2":"4388811200","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":"L25C04579","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-29","pcl_status":"P","pcl_completion_date":"2021-06-14","pf1_status":"F","pf1_completion_date":"2022-12-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"mlaure.monperousse@gmail.com","pcl_completion_date_5":"2026-06-14","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"39208","email":"donnaduhan@bell.net","first_name":"Donna","last_name":"Duhan","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Donna Duhan, PLP","language":"English","canceldate":"2026-01-06","cpa_certification":"CPM","time_zone":"2","area_code":"519","members_type":"PRO","new_member_date_2":"2007-11-21","pds_april":"6","cert_status":"WITHDRAWN","phone_2":"5198560120","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"124371","intcode":"06","blocnote":"June 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T10:01:00-04:00","pds_july":"6","paid_thru":"2025-10-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2504987","temp_intcode_for_auto_old_int_code":"6","pds_august":"6","pds_september":"6","last_act_type":"2026-06-01","pcl_status":"P","pcl_completion_date":"2008-02-04","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":"2010-02-18","number_of_passed_courses":"4","pds_october":"6","trc":"False","wera":"False","pds_november":"6","do_id":"LB2504987","old_do_id":"L25P00582","npi_email_temp":"donnaduhan@bell.net","pcl_completion_date_5":"2013-02-04","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"40191","email":"donjj924@gmail.com","first_name":"Julius","last_name":"Efengo","phone":"9024976325","orgname":"","customer_acct_name":"","tags":"npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Julius Nkenganyi Efengo","language":"English","canceldate":"2024-03-21","cpa_certification":"PCP","time_zone":"1","area_code":"902","members_type":"PRO","new_member_date_2":"2023-04-18","cert_status":"WITHDRAWN","phone_2":"9024407515","province":"NS","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"313832","intcode":"01","blocnote":"July 14 2025 vm Julia\r\nLN Oct 1 2025 vm\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 contact declined renewal due to being back in school and not working in payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:10:00-04:00","paid_thru":"2025-10-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P02593","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2025-10-21","old_do_id":"L25P02593","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"P","pf1_completion_date":"2022-08-21","pf2_status":"P","pf2_completion_date":"2022-10-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-06-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"donjj924@gmail.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31","thewithdrawaldate":"2024-03-21","aitm_status_called":"2026-05-11T14:21:40-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent spoke with Julius about his lapsed NPI Professional membership. Julius shared that he initially joined to gain a payroll designation and rated his experience as 4 out of 5. He declined to renew because he is currently back in school and not working in payroll, but may reactivate when ready.","aitm_callsummarytitle":"Membership renewal declined due to schooling","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9918a1cde13f08e14f53d8f4b2e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9918a1cde13f08e14f53d8f4b2e","mini_nps":"4","onesentencenotrenewed":"Currently back in school and not working in payroll, so no need to renew at this time.","initialvalue":"Designation","age_range":"31-45","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"44222","email":"kaurnavpreet1021@gmail.com","first_name":"Navpreet","last_name":"Kaur","phone":"6043636010","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342688","full_name":"Navpreet Kaur","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-24","paid_thru":"2025-08-31","phone_2":"6043636010","pcl_status":"P","pcl_completion_date":"2024-12-20","province":"BC","last_act_type":"2024-09-23","language":"English","do_id":"L25C8307","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":"L25C8307","trc":"True","wera":"False","intcode":"06","blocnote":"LNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T16:54:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"kaurnavpreet1021@gmail.com","pcl_completion_date_5":"2029-12-20","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"44287","email":"emilylalonde570@gmail.com","first_name":"Emily","last_name":"Lalonde","phone":"7804246650","orgname":"CDI College -City Centre Edmonton","customer_acct_name":"CDI College -City Centre Edmonton","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"318630","full_name":"Emily Lalonde","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-06","paid_thru":"2025-08-31","phone_2":"7805499210","pcl_status":"F","pcl_completion_date":"2024-12-12","pf1_status":"F","pf1_completion_date":"2023-02-06","pf2_status":"F","pf2_completion_date":"2023-02-23","province":"AB","last_act_type":"2024-06-09","language":"English","do_id":"L25C8082","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8082","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"emilylalonde570@gmail.com","pcl_completion_date_5":"2029-12-12","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"41709","email":"nyero.dedekuma@pwc.com","first_name":"Oghenenyerhovwo","last_name":"Dedekuma","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"313008","full_name":"Oghenenyerhovwo Dedekuma","lead_status":"Refused","do_id":"L25C05236","members_type":"CAND","new_member_date_2":"2022-05-16","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"587","phone_2":"5878990324","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","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":"L25C05236","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-09-10","last_act_type":"2024-09-10","pcl_status":"P","pcl_completion_date":"2022-12-11","pf1_status":"F","pf1_completion_date":"2024-10-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"nyero.dedekuma@pwc.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"38667","email":"hite07@hotmail.com","first_name":"Jack","last_name":"Kermode","phone":"4165854327","orgname":"Chelsea Hotel Toronto","customer_acct_name":"Chelsea Hotel Toronto","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jack Kermode","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C04304","new_member_date_2":"2023-10-23","phone_2":"6478288650","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329937","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04304","last_act_type":"2023-10-23","pcl_status":"P","pcl_completion_date":"2024-02-05","number_of_passed_courses":"1","intcode":"16","blocnote":"LNC \/ 17 November 2025 Wrong numbers","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T10:39:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"True","wera":"False","npi_email_temp":"hite07@hotmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"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","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"44217","email":"hsaioyu.ku@gmail.com","first_name":"Hsiao-Yu","last_name":"Ku","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342781","full_name":"Hsiao-Yu Ku","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-25","paid_thru":"2025-08-31","phone_2":"7788140820","pcl_status":"F","pcl_completion_date":"2024-12-20","province":"BC","last_act_type":"2024-09-25","language":"English","do_id":"L25C8304","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8304","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"hsaioyu.ku@gmail.com","pcl_completion_date_5":"2029-12-20","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"45688","email":"no-email586@ler.com","first_name":"Jennifer","last_name":"Glassburn","phone":"3032685201","orgname":"Orica","customer_acct_name":"Orica","tags":"LER_dummy, 251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"249669","full_name":"Olivier Clement","members_type":"CORP","paid_thru":"2024-06-30","organization_id":"234080","trc":"False","wera":"False","province":"CO","last_act_type":"2020-03-24","language":"English","corp_cancel_date":"2024-09-04","do_id":"L25O4110","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":"L25O4110","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email586@ler.com","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","company_paid_thru":"2024-06-30","blocnote":"May 26 vm","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45718","email":"jbenoanie@adeask.ca","first_name":"Julia","last_name":"Benoanie","phone":"3069229830","orgname":"Athabasca Denesuline Education Authority","customer_acct_name":"Athabasca Denesuline Education Authority","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"298883","full_name":"Julia Benoanie","members_type":"CORP","paid_thru":"2024-02-29","phone_2":"3069618423","organization_id":"298884","pcl_status":"P","pcl_completion_date":"2021-07-05","pf1_status":"P","pf1_completion_date":"2021-11-28","pf2_status":"P","pf2_completion_date":"2022-05-29","trc":"True","wera":"False","province":"SK","last_act_type":"2022-10-27","language":"English","corp_cancel_date":"2024-05-02","do_id":"L25O3852","number_of_passed_courses":"3","time_zone":"3","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3852","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"jbenoanie@adeask.ca","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","company_paid_thru":"2024-02-29","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"36826","email":"ba17fh@brocku.ca","first_name":"Buddhi","last_name":"Abeygunawardena","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Buddhi Abeygunawardena","language":"English","canceldate":"2024-01-05","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01336","new_member_date_2":"2020-11-11","phone_2":"4166970100","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"294776","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25C01336","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-02","pcl_status":"P","pcl_completion_date":"2021-10-17","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ba17fh@brocku.ca","pcl_completion_date_5":"2026-10-17","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"40355","email":"arvin978@yahoo.ca","first_name":"Arvinder","last_name":"Saini","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"312778","full_name":"Arvinder Saini","members_type":"CAND","do_id":"L25C04768","lead_status":"Refused","new_member_date_2":"2022-05-09","city_1":"Brampton","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6479807187","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":"L25C04768","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-03-15","pcl_status":"F","pcl_completion_date":"2024-07-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"arvin978@yahoo.ca","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"40403","email":"jesssampson08@gmail.com","first_name":"Jessie","last_name":"Sampson","phone":"4037607629","orgname":"Discover Banff Tours","customer_acct_name":"Discover Banff Tours","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"333930","full_name":"Jessie Sampson","members_type":"CAND","do_id":"L25C04585","lead_status":"Lapsed Member","new_member_date_2":"2024-03-04","city_1":"Banff","province":"AB","language":"English","time_zone":"4","area_code":"403","extension_phone_1":"404","phone_2":"4034974573","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04585","last_act_type":"2024-07-15","pcl_status":"F","pcl_completion_date":"2024-07-02","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"14","blocnote":"LNC Dec 2 2025 She said not able to completed studies because of a health issue maybe in the future.","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T12:30:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"14","npi_email_temp":"jesssampson08@gmail.com","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"36777","email":"chenxiaoman512@gmail.com","first_name":"Xiaoman","last_name":"Chen","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Xiaoman Chen","language":"English","canceldate":"2023-11-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02880","new_member_date_2":"2022-09-07","phone_2":"6477818550","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316204","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":"L25C02880","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-09","pcl_status":"F","pcl_completion_date":"2022-11-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"chenxiaoman512@gmail.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"36715","email":"geri.j.camacho@gmail.com","first_name":"Geraldin","last_name":"Camacho","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Geraldin Camacho","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"289","members_type":"CAND","do_id":"L25C01631","new_member_date_2":"2021-06-09","phone_2":"2896811156","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"302171","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C01631","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2021-07-19","last_act_type":"2022-05-05","pcl_status":"F","pcl_completion_date":"2022-07-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"geri.j.camacho@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36743","email":"nbelleville@everestequipment.com","first_name":"Nathalie","last_name":"Belleville","phone":"8198384257","orgname":"Les \u00c9quipements Everest","customer_acct_name":"Les \u00c9quipements Everest","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nathalie Belleville","language":"French","canceldate":"2024-10-02","time_zone":"2","area_code":"819","members_type":"CAND","do_id":"L25C02876","new_member_date_2":"2022-08-31","province":"QC","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316183","paid_thru":"2024-07-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C02876","temp_intcode_for_auto_old_int_code":"21","extension_phone_1":"256","last_infoline_date_type":"2024-02-26","last_act_type":"2024-02-26","pcl_status":"F","pcl_completion_date":"2023-02-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nbelleville@everestequipment.com","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"42696","email":"support@mycandesa.com","first_name":"Tatiana","last_name":"Melnic","phone":"5142710032","orgname":"Candesa Inc.","customer_acct_name":"Candesa Inc.","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"326041","full_name":"Tatiana Melnic","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01323","organization_id":"326042","coidnewmbrdate":"2023-06-12","city_1":"St Leonard","province":"QC","language":"French","time_zone":"2","area_code":"514","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25O01323","last_act_type":"2024-07-16","pcl_status":"P","pcl_completion_date":"2023-10-23","pf1_status":"F","pf1_completion_date":"2024-01-26","number_of_passed_courses":"1","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T14:07:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"support@mycandesa.com","pcl_completion_date_5":"2028-10-23","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","company_paid_thru":"2025-05-31","corp_cancel_date":"2025-08-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37005","email":"jinnieduong@yahoo.com","first_name":"Tinh","last_name":"Duong","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tinh Duong","language":"English","canceldate":"2023-09-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01352","new_member_date_2":"2020-12-02","phone_2":"7806162608","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"295192","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C01352","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-27","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"P","pf1_completion_date":"2023-05-07","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"jinnieduong@yahoo.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"38162","email":"maxfurniturevictoria@gmail.com","first_name":"Shuai","last_name":"Zhang","phone":"2505907133","orgname":"Max Furniture","customer_acct_name":"Max Furniture","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Shuai Zhang","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"250","members_type":"CAND","new_member_date_2":"2022-11-21","phone_2":"2508883860","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"317638","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"LB2506346","last_act_type":"2024-11-13","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","intcode":"16","blocnote":"Nov 7 2025 vm\r\nLNC Dec 12 2025 both numbers are not in service.","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T14:42:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","trc":"True","wera":"False","old_int_code":"08","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03020","do_id":"LB2506346","npi_email_temp":"maxfurniturevictoria@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"36966","email":"jay250@telus.net","first_name":"Jackie","last_name":"Johnson","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jackie Johnson","language":"English","canceldate":"2023-01-05","cpa_certification":"PCP","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C00860","new_member_date_2":"2018-11-05","cert_status":"PENDING","phone_2":"2508476120","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"269094","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C00860","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-10-30","pcl_status":"P","pcl_completion_date":"2019-01-21","pf1_status":"P","pf1_completion_date":"2019-05-21","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-08-30","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"jay250@telus.net","pcl_completion_date_5":"2024-01-21","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"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, TMAI","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\n2026 May 08 agent reached Gauri Sharma and introduced call about lapsed membership","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:48-04:00","intcode":"15","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01602","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:48-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent successfully reached Gauri Sharma and introduced the purpose of the call regarding her lapsed Associate membership with the National Payroll Institute. The call was brief and ended shortly after the introduction without further questions or actions.","aitm_callsummarytitle":"Introduction call about lapsed membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"11","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9b2b8d803c366e15f2e2c0f5ad3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9b2b8d803c366e15f2e2c0f5ad3","number_of_calls_reached":"1"}},"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, npiAlert14, 260522 Lapsed DEL","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":"Lapsed DEL","pipeline_1_lapsed_members":"Renewed lapsed","city_1":"Calgary","origin":"Lapsed Members","found":"DO4 Company","date_of_renewal_identification":"2026-05-26","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","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":"2026-12-01","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","latest_paid_thru":"2026-02-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42709","email":"qanbar.zareh@gmail.com","first_name":"Qanbar","last_name":"Zareh","phone":"4168568828","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":"335883","full_name":"Qanbar Ali Zareh","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2024-06-07","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4168568828","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":"L25C05717","last_act_type":"2024-07-06","pcl_status":"P","pcl_completion_date":"2024-05-06","pf1_status":"P","pf1_completion_date":"2024-08-20","pf2_status":"P","pf2_completion_date":"2024-07-02","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Nov 11 2025 vm\r\nLNC Dec 8 2025 vm\r\nLNC Dec 19 2025 He does not have the funds at the moment to be a member.","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:04:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"06","date_of_renewal_identification":"","old_do_id":"L25C05717","npi_email_temp":"qanbar.zareh@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"40324","email":"florenceachukwu@gmail.com","first_name":"Chioma","last_name":"Achukwu","phone":"","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Chioma Achukwu","language":"English","canceldate":"2024-08-29","cpa_certification":"PCP","time_zone":"4","area_code":"587","members_type":"PRO","new_member_date_2":"2022-07-12","cert_status":"WITHDRAWN","phone_2":"5875660266","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"292160","intcode":"01","blocnote":"July 7 2025 vm\n2026 May 14 - contact answered as Chi, said not available to speak; voicemail\/short answer\n2026 May 19 call reached voicemail\n2026 May 21 callback scheduled for 4 PM\n2026 May 21 contact declined renewal, taking a break from payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:07-04:00","temp_do_id_for_auto_old_do_id":"L25P01449","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2025-03-07","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":"2023-05-04","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"florenceachukwu@gmail.com","pcl_completion_date_5":"2025-11-02","thewithdrawaldate":"2024-08-29","aitm_status_called":"2026-05-21T16:32:04-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Chioma to discuss her lapsed NPI Professional membership and conducted a brief survey about her membership experience. Chioma indicated her initial reason for joining was to advance her payroll career, rated her satisfaction as 3, and declined to renew because she is taking a break from payroll. The call ended after Chioma declined further survey questions.","aitm_callsummarytitle":"Membership Lapse and Decline to Renew","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"I'm taking a break from payroll at the moment.","initialvalue":"Career","othermemberbenefit":"Contact did not provide","old_int_code":"10","prootherreasonsnottorenew":"Contact unavailable","age_range":"31-45","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6b13b6be018bd25837fe6299d4e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6b13b6be018bd25837fe6299d4e","number_of_calls_reached":"2","npi_call_back_date_and_time":"2026-05-21T16:00:00-04:00","npi_call_back_time_hour":"16","npi_call_back_time_minute":"00","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P01449"}},"seriesid":"163"}
{"contact":{"id":"42753","email":"souellet@ubqt.ca","first_name":"St\u00e9phanie","last_name":"Ouellet","phone":"5146641090","orgname":"UBQT Inc","customer_acct_name":"UBQT Inc","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"287461","full_name":"St\u00e9phanie Ouellet","members_type":"CAND","lead_status":"Refused","do_id":"L25C05745","new_member_date_2":"2020-06-29","city_1":"MONTREAL","province":"QC","language":"French","time_zone":"2","area_code":"514","phone_2":"5142937620","pipeline_2_members_only_ast":"","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND reached 3 years limit for renewal","canceldate":"2025-08-02","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25C05745","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-05-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"souellet@ubqt.ca","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"40334","email":"sylvestersirvel@yahoo.com","first_name":"Sylvester","last_name":"Sirvel","phone":"8778018018","orgname":"Northeastern University","customer_acct_name":"Northeastern University","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Sylvester Sirvel, PLP","language":"English","canceldate":"2023-09-08","cpa_certification":"CPM","extension_phone_1":"703218","time_zone":"2","area_code":"877","members_type":"CORP","do_id":"","new_member_date_2":"2020-10-21","cert_status":"ACTIVE","phone_2":"2505349287","province":"ON","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"293771","pipeline_2_members_only_ast":"","intcode":"99","blocnote":"partner NPI","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T08:18:00-04:00","paid_thru":"2026-11-30","temp_do_id_for_auto_old_do_id":"L25P01459","temp_intcode_for_auto_old_int_code":"99","old_int_code":"20","last_infoline_date_type":"2026-04-21","last_act_type":"2026-04-21","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2021-11-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-11-23","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","organization_id":"357221","company_paid_thru":"2026-11-30","npi_email_temp":"sylvestersirvel@yahoo.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","old_do_id":"L25P01459","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40189","email":"the.lindsaymcguire@gmail.com","first_name":"Lindsay","last_name":"McGuire","phone":"6045914160","orgname":"Keg Restaurants Ltd","customer_acct_name":"Keg Restaurants Ltd","tags":"npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Lindsay McGuire, PCP","language":"English","canceldate":"2024-10-01","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2019-10-25","pds_april":"1","cert_status":"ACTIVE","phone_2":"6042401310","province":"BC","zerobounce_reason":"catch-all","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"282273","intcode":"99","blocnote":"July 4 2025 She said she is under organization membership and add personal email.She is on leave from her company.","dhmsfin_telemarketing_last_contacted_date":"2025-07-04T17:10:00-04:00","sendapplicationform":"2025-07-04T16:57:00-04:00","old_int_code":"13","date_of_renewal_identification":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2507474","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","pds_september":"1","last_infoline_date_type":"2024-03-13","last_act_type":"2026-12-01","pcl_status":"P","pcl_completion_date":"2020-02-02","pf1_status":"P","pf1_completion_date":"2021-11-08","pf2_status":"P","pf2_completion_date":"2022-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-06-24","number_of_passed_courses":"4","pds_october":"1","pipeline_2_members_only_ast":"","old_do_id":"LB2507474","organization_id":"7952","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","company_paid_thru":"2026-12-31","npi_email_temp":"the.lindsaymcguire@gmail.com","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","do_id":"","company_status":"A"}},"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":"260522 Lapsed DEL","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":"2026-05-28","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":"2026-12-01","company_paid_thru":"2027-03-31","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","latest_paid_thru":"2027-03-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39182","email":"parsons_joe@hotmail.com","first_name":"Joseph","last_name":"Parsons","phone":"5873411675","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Joseph Parsons","language":"English","canceldate":"2024-07-03","time_zone":"4","area_code":"587","members_type":"CAND","new_member_date_2":"2023-05-11","phone_2":"5873411675","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324883","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"LB2506779","last_act_type":"2023-10-05","pcl_status":"F","pcl_completion_date":"2023-07-26","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 27 November 2025 He needed it only for a month and a half for school - not in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T15:20:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03656","do_id":"LB2506779","npi_email_temp":"parsons_joe@hotmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"36723","email":"kennedy.l.kim@gmail.com","first_name":"Kimberly","last_name":"Kennedy","phone":"3067743478","orgname":"Saskatchewan Health Authority","customer_acct_name":"Saskatchewan Health Authority","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kimberly Kennedy","language":"English","canceldate":"2023-10-03","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C02874","new_member_date_2":"2022-08-31","phone_2":"3066777197","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316178","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":"L25C02874","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-18","pcl_status":"P","pcl_completion_date":"2022-12-11","pf1_status":"P","pf1_completion_date":"2023-05-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-24","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"kennedy.l.kim@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"36700","email":"zj2021@hotmail.com","first_name":"Jin","last_name":"Zhang","phone":"","orgname":"Vancouver Public Library","customer_acct_name":"Vancouver Public Library","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jin Zhang","language":"English","canceldate":"2023-03-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01629","new_member_date_2":"2022-01-17","phone_2":"7788632890","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"302161","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01629","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-17","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","trc":"True","wera":"False","npi_email_temp":"zj2021@hotmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"42713","email":"yaminipundora@gmail.com","first_name":"Yamini","last_name":"Pundora","phone":"6476379302","orgname":"Canada Goose Inc.","customer_acct_name":"Canada Goose Inc.","tags":"WR250820, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"317904","full_name":"Yamini Pundora","members_type":"CORP","lead_status":"Renewed Lapsed","coidnewmbrdate":"2021-06-01","city_1":"Woodbridge","province":"ON","language":"English","time_zone":"2","area_code":"647","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2507701","paid_thru":"2027-05-31","organization_id":"227676","phone_2":"6476379303","last_act_type":"2022-10-19","company_paid_thru":"2027-05-31","pcl_status":"F","pcl_completion_date":"2023-03-12","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507701","old_do_id":"L25O01331","npi_email_temp":"yaminipundora@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40206","email":"frsntscontact@gmail.com","first_name":"Pharady","last_name":"Sar","phone":"4035890466","orgname":"FRS & TS","customer_acct_name":"FRS & TS","tags":"npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Pharady Sar","language":"English","canceldate":"2024-08-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P00713","new_member_date_2":"2011-06-14","cert_status":"WITHDRAWN","phone_2":"4035890466","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"186449","intcode":"14","blocnote":"July 7 2025 vm\n2026 May 14 - Reached voicemail, no message left\n2026 May 14 - Reached voicemail, no message left\n2026 May 19 contact requested a live agent call back to discuss membership continuation","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:42:00-04:00","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25P00713","temp_intcode_for_auto_old_int_code":"14","last_act_type":"2024-02-12","pcl_status":"P","pcl_completion_date":"2011-10-03","pf1_status":"P","pf1_completion_date":"2012-02-14","pf2_status":"P","pf2_completion_date":"2012-05-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-03-08","number_of_passed_courses":"4","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","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":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"Need to know the Updates of things like minimum pay wages, etc. Also more Webinars","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Advance","old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"frsntscontact@gmail.com","pcl_completion_date_5":"2016-10-03","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","thewithdrawaldate":"2024-08-02","aitm_status_called":"2026-05-19T11:42:00-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Pharady regarding her lapsed Professional membership with the National Payroll Institute. Pharady requested to speak with a live agent rather than the virtual agent and asked for a team member to call her directly to discuss continuing her membership. The agent confirmed the request would be forwarded for follow-up.","aitm_callsummarytitle":"Contact requested live agent follow-up for membership continuation","onesentencenotrenewed":"Contact not reached; voicemail.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact not reached","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1e77b83b21b4eeb82dc47e37f03","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1e77b83b21b4eeb82dc47e37f03","concernquestion":"Since I want to make sure you get the correct information, I\u2019ll forward this to the right person or team for follow-up, either by phone or email. OK?","thewithdrawaldate_3_years":"2027-08-02","number_of_calls_reached":"1","last_engaged_date":"2026-05-21"}},"seriesid":"163"}
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{"contact":{"id":"39644","email":"sepideh_mo7@hotmail.com","first_name":"Sepideh","last_name":"Morshedi","phone":"4504490102","orgname":"Mdf Commerce Inc.","customer_acct_name":"Mdf Commerce Inc.","tags":"npiAlert3, npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Sepideh Morshedi, PCP","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","time_zone":"2","area_code":"450","members_type":"CORP","new_member_date_2":"2022-05-04","cert_status":"ACTIVE","phone_2":"5145737713","province":"QC","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"271764","organization_id":"207355","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T13:45:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2507142","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","date_of_renewal_identification":"2026-05-28","last_infoline_date_type":"2025-04-12","last_act_type":"2026-12-01","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2019-05-06","pf1_status":"P","pf1_completion_date":"2019-08-28","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-04-14","number_of_passed_courses":"4","old_do_id":"L25O02425","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507142","npi_email_temp":"sepideh_mo7@hotmail.com","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36753","email":"odashdavaa@gmail.com","first_name":"Odontungalag","last_name":"Dashdavaa","phone":"4032196025","orgname":"Calgary Co-op","customer_acct_name":"Calgary Co-op","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Odontungalag Donna Dashdavaa","language":"English","canceldate":"2023-06-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02331","new_member_date_2":"2022-04-28","phone_2":"4034026151","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"312370","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C02331","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"odashdavaa@gmail.com","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"40215","email":"omoyemijaiyeoba@gmail.com","first_name":"Omoyemi","last_name":"Oyedepo","phone":"5064443400","orgname":"Pine Grove Nursing Home","customer_acct_name":"Pine Grove Nursing Home","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Omoyemi Oyedepo, Chief Accountant","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","extension_phone_1":"102","time_zone":"1","area_code":"506","members_type":"PRO","do_id":"L25P01603","new_member_date_2":"2022-10-07","cert_status":"WITHDRAWN","phone_2":"5068970537","province":"NB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"317553","intcode":"02","blocnote":"July 14 2025 vm\r\nLN Oct 1 2025 Survey completed She said she has an accounting membership and the cost of having NPI membership would be too much for her. She asked if NPI could lower the membership cost.\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 contact explained membership fee too expensive, sent Associate membership details - NPI# 40215","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T15:20:29-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25P01603","temp_intcode_for_auto_old_int_code":"02","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":"Yes","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":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"I was too busy to attend.","mini_nps":"5","age_range":"31-45","selfpayrollproficiency":"Strong","last_act_type":"2025-04-03","pcl_status":"P","pcl_completion_date":"2023-02-16","pf1_status":"P","pf1_completion_date":"2023-07-13","pf2_status":"P","pf2_completion_date":"2023-10-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-12-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"omoyemijaiyeoba@gmail.com","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","thewithdrawaldate":"2024-12-04","aitm_status_called":"2026-05-11T15:31:43-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Omoyemi to discuss her lapsed NPI Professional membership and conducted a survey about her membership experience. Omoyemi expressed that the membership fee was too expensive, especially since her organization does not cover it, and she also pays for a CPA membership. The agent sent her details about the Associate membership option and completed the survey with her.","aitm_callsummarytitle":"Membership Renewal Discussion and Survey Completion","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_52bd2266aa27ada764c80b04f78","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_52bd2266aa27ada764c80b04f78","sendapplicationform":"2026-05-11T15:36:00-04:00","thewithdrawaldate_3_years":"2027-12-04","onesentencenotrenewed":"The membership fee was too expensive and not covered by her organization.","initialvalue":"Help with Complex","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"44365","email":"finance@historypa.com","first_name":"Olha","last_name":"Slipchenko","phone":"3067642992","orgname":"Prince Albert Historical Society","customer_acct_name":"Prince Albert Historical Society","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342414","full_name":"Olha Slipchenko","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-17","paid_thru":"2025-08-31","pcl_status":"P","pcl_completion_date":"2025-02-03","province":"SK","last_act_type":"2024-09-16","language":"English","do_id":"LB2505177","number_of_passed_courses":"1","time_zone":"3","lead_status":"Refused","temp_do_id_for_auto_old_do_id":"LB2505177","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","trc":"True","wera":"False","intcode":"21","blocnote":"LNC \/ 10 December 2025 She won't renew - she just needed 1 course","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:17:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C8161","npi_email_temp":"finance@historypa.com","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"44198","email":"akpadda@hotmail.com","first_name":"Amrit","last_name":"Padda","phone":"6044550677","orgname":"LGG Industrial","customer_acct_name":"LGG Industrial","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342116","full_name":"Amrit Kaur Padda","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-11","paid_thru":"2025-08-31","phone_2":"6046495213","pcl_status":"F","pcl_completion_date":"2024-11-06","province":"BC","last_act_type":"2024-11-09","language":"English","do_id":"L25C8294","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8294","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"akpadda@hotmail.com","pcl_completion_date_5":"2029-11-06","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"38180","email":"megan.rachel.tyndall@gmail.com","first_name":"Megan","last_name":"Tyndall","phone":"7785132367","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Megan Tyndall","language":"English","canceldate":"2024-06-04","time_zone":"5","area_code":"778","members_type":"CAND","new_member_date_2":"2023-04-20","phone_2":"7785132367","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324045","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03541","last_act_type":"2025-05-13","pcl_status":"F","pcl_completion_date":"2023-08-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T17:08:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"megan.rachel.tyndall@gmail.com","pcl_completion_date_5":"2028-08-04","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03541","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"39258","email":"arvinder1995jan@gmail.com","first_name":"Arvinder","last_name":"Kaur","phone":"2269787003","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Arvinder Kaur","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"226","members_type":"CAND","new_member_date_2":"2023-05-18","phone_2":"2269787003","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324914","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03666","last_act_type":"2023-08-17","pcl_status":"F","pcl_completion_date":"2023-08-17","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T15:26:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"arvinder1995jan@gmail.com","pcl_completion_date_5":"2028-08-17","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03666"}},"seriesid":"163"}
{"contact":{"id":"42761","email":"tanujaca.109@gmail.com","first_name":"Thanuja","last_name":"Dissanayake","phone":"9022180256","orgname":"Island Waste Management Corporation","customer_acct_name":"Island Waste Management Corporation","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"337119","full_name":"Thanuja Dissanayake","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05749","city_1":"Charlottetown","province":"PE","language":"English","time_zone":"1","area_code":"902","phone_2":"9022180256","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":"L25C05749","last_act_type":"2024-06-20","pcl_status":"F","pcl_completion_date":"2024-11-01","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 03 December 2025 Not home call afternoon","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T09:43:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"tanujaca.109@gmail.com","pcl_completion_date_5":"2029-11-01","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"36812","email":"laura.hamilton@outlook.com","first_name":"Laura","last_name":"Hamilton","phone":"2894426592","orgname":"VALaura Inc.","customer_acct_name":"VALaura Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Laura Hamilton","language":"English","canceldate":"2024-03-18","time_zone":"2","area_code":"289","members_type":"CAND","new_member_date_2":"2023-04-06","phone_2":"2894426592","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"286667","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C01097","last_act_type":"2024-03-18","pcl_status":"P","pcl_completion_date":"2020-04-26","pf1_status":"P","pf1_completion_date":"2020-05-24","pf2_status":"P","pf2_completion_date":"2020-06-21","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Nov 5 2025 vm\r\nLNC  Dec 5 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T15:41:00-05:00","temp_intcode_for_auto_old_int_code":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"laura.hamilton@outlook.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01097","pcl_completion_date_5":"2025-04-26","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"38312","email":"jbcastejon@yahoo.com","first_name":"Jasmin","last_name":"#NAME?","phone":"2049453651","orgname":"Government of the Province of Manitoba","customer_acct_name":"Government of the Province of Manitoba","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Jasmin Castejon -Masaya, PCP","language":"English","canceldate":"2024-12-13","cpa_certification":"PCP","time_zone":"3","area_code":"204","members_type":"CORP","do_id":"","new_member_date_2":"2016-01-05","cert_status":"ACTIVE","phone_2":"2046321383","province":"MB","zerobounce_reason":"valid","lead_status":"Partner","intcode":"06","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"","individual_id":"239894","organization_id":"121162","blocnote":"June 17 2025 vm Collette","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T12:33:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"L25P01005","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-07-20","last_conf_date_type":"2022-06-08","last_act_type":"2026-12-01","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2016-11-27","pf1_status":"P","pf1_completion_date":"2017-04-02","pf2_status":"P","pf2_completion_date":"2017-07-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-07-14","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jbcastejon@yahoo.com","pcl_completion_date_5":"2021-11-27","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","old_do_id":"L25P01005","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"39711","email":"stmchael@yahoo.ca","first_name":"Michael","last_name":"Ajayi","phone":"4168368962","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Michael Ajayi","language":"English","canceldate":"2024-01-05","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"PRO","do_id":"L25P00885","new_member_date_2":"2014-11-06","cert_status":"WITHDRAWN","phone_2":"4168368962","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"223381","blocnote":"June 30 2025 completed\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 call reached voicemail.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:06-04:00","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":"Yes","membershipcostspecify":"The membership fee keeps going up and I can't afford it anymore","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I need to be able to find a job more easily","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"Being able to help more with finding a job.","mini_nps":"4","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","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25P00885","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-04-04","pcl_status":"P","pcl_completion_date":"2014-05-12","pf1_status":"P","pf1_completion_date":"2014-05-15","pf2_status":"P","pf2_completion_date":"2014-06-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-09-04","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"stmchael@yahoo.ca","pcl_completion_date_5":"2019-05-12","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","thewithdrawaldate":"2024-01-05","aitm_status_called":"2026-05-25T12:22:15-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"1","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_75bcba310797021c48f3bbafd45","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_75bcba310797021c48f3bbafd45","number_of_total_call_attempts":"2","notrenewedwanttorenew":"No"}},"seriesid":"163"}
{"contact":{"id":"45685","email":"afahey@campsystems.com","first_name":"Aimee","last_name":"Fahey","phone":"6032613018","orgname":"CAMP Systems International, Inc.","customer_acct_name":"CAMP Systems International, Inc.","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"265250","full_name":"Aimee Fahey","members_type":"CORP","paid_thru":"2025-08-31","organization_id":"265248","trc":"False","wera":"False","province":"NH","last_act_type":"2026-04-24","language":"English","corp_cancel_date":"2025-11-04","do_id":"L25O3082","number_of_passed_courses":"0","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":"L25O3082","npi_email_temp":"afahey@campsystems.com","formatted_paid_thru":"31\/08\/2025","company_paid_thru":"2025-08-31","latest_paid_thru":"2025-08-31","ln_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40294","email":"kvpitchers@gmail.com","first_name":"Katherine","last_name":"Pitchers","phone":"6132367041","orgname":"United Way Centraide Canada","customer_acct_name":"United Way Centraide Canada","tags":"WR250716, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Katherine Pitchers, PCP","language":"English","canceldate":"2024-07-22","cpa_certification":"PCP","time_zone":"2","area_code":"613","members_type":"CORP","new_member_date_2":"2020-08-06","cert_status":"ACTIVE","phone_2":"6138943858","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"289525","intcode":"99","blocnote":"July 7 2025 She is no longer with the organization.","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T14:46:00-04:00","old_int_code":"16","coidnewmbrdate":"2025-06-27","city_1":"Kemptville","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2505968","temp_intcode_for_auto_old_int_code":"99","organization_id":"225273","extension_phone_1":"2225","last_infoline_date_type":"2026-04-14","last_conf_date_type":"2022-06-08","last_act_type":"2026-04-14","company_paid_thru":"2027-05-31","pcl_status":"P","pcl_completion_date":"2021-03-22","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2022-05-29","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","do_id":"LB2505968","old_do_id":"L25P01419","npi_email_temp":"kvpitchers@gmail.com","pcl_completion_date_5":"2026-03-22","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","corp_cancel_date":"2017-05-02","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36978","email":"samraashraf05@gmail.com","first_name":"Samra","last_name":"Ashraf","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Samra Ashraf","language":"English","canceldate":"2023-04-04","cpa_certification":"PCP","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C02114","new_member_date_2":"2022-02-15","cert_status":"PENDING","phone_2":"2045109957","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"310179","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C02114","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-12-14","pcl_status":"P","pcl_completion_date":"2022-06-05","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":"2023-11-24","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"samraashraf05@gmail.com","pcl_completion_date_5":"2027-06-05","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"38269","email":"karlyknott@gmail.com","first_name":"Karly","last_name":"Knott","phone":"","orgname":"Centennial Food Service","customer_acct_name":"Centennial Food Service","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Karly Knott","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P00758","new_member_date_2":"2017-08-15","cert_status":"WITHDRAWN","phone_2":"4034730395","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"197127","intcode":"21","blocnote":"June 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T12:30:00-04:00","paid_thru":"2023-07-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P00758","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-01","pcl_status":"P","pcl_completion_date":"2012-05-15","pf1_status":"P","pf1_completion_date":"2014-10-21","pf2_status":"P","pf2_completion_date":"2012-07-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-04-21","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"karlyknott@gmail.com","pcl_completion_date_5":"2017-05-15","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"44338","email":"jjcarney7@gmail.com","first_name":"Jennifer","last_name":"Carney","phone":"2503345000","orgname":"North Island College","customer_acct_name":"North Island College","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"331730","full_name":"Jennifer Carney","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-12","paid_thru":"2025-08-31","phone_2":"2362551580","pcl_status":"F","pcl_completion_date":"2025-01-07","province":"BC","last_act_type":"2024-12-09","language":"English","do_id":"L25C8133","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C8133","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"jjcarney7@gmail.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"44275","email":"hardykathy@videotron.ca","first_name":"Kathy","last_name":"Hardy","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"316730","full_name":"Kathy Hardy","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2022-09-13","paid_thru":"2025-08-31","phone_2":"4384994876","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-07-08","pf2_status":"P","pf2_completion_date":"2023-12-18","province":"QC","last_act_type":"2024-08-26","language":"French","number_of_passed_courses":"3","time_zone":"2","lead_status":"Refused","intcode":"21","temp_do_id_for_auto_old_do_id":"LB2505338","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":"L25C8070","trc":"True","wera":"False","do_id":"LB2505338","npi_email_temp":"hardykathy@videotron.ca","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"39156","email":"garcia.abegail0603@yahoo.com","first_name":"Abegail","last_name":"Garcia","phone":"7806553730","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Abegail Garcia","language":"English","canceldate":"2024-08-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C03851","new_member_date_2":"2023-06-26","phone_2":"7806553730","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326449","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03851","last_act_type":"2023-06-24","pcl_status":"F","pcl_completion_date":"2024-07-22","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LNC Nov 27 2025 Survey completed Will not be renewing for the moment.","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T15:19:00-05:00","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":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"garcia.abegail0603@yahoo.com","pcl_completion_date_5":"2029-07-22","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"40344","email":"radhapatel91@gmail.com","first_name":"Radha","last_name":"Patel","phone":"6395383744","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":"335357","full_name":"Radha Patel","members_type":"CAND","do_id":"L25C04757","lead_status":"Lapsed Member","new_member_date_2":"2024-03-14","city_1":"Regina","province":"SK","language":"English","time_zone":"3","area_code":"639","phone_2":"6395383744","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04757","last_act_type":"2024-11-04","pcl_status":"P","pcl_completion_date":"2024-07-02","number_of_passed_courses":"1","intcode":"06","blocnote":"Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T10:03:00-05:00","temp_intcode_for_auto_old_int_code":"06","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"radhapatel91@gmail.com","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"39251","email":"carrie_amaral@hotmail.com","first_name":"Carrie","last_name":"Amaral","phone":"4372325192","orgname":"","customer_acct_name":"","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Carrie Amaral","language":"English","canceldate":"2024-07-09","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C04572","new_member_date_2":"2024-05-21","phone_2":"4372325192","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"337922","temp_do_id_for_auto_old_do_id":"L25C04572","last_act_type":"2024-09-07","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"LNC \/ 27 November 2025 Not in service","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T15:25:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"carrie_amaral@hotmail.com"}},"seriesid":"163"}
{"contact":{"id":"39679","email":"cleator@telusplanet.net","first_name":"Charlene","last_name":"Cleator","phone":"","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Charlene Cleator","language":"English","canceldate":"2023-05-02","cpa_certification":"CPM","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P00408","new_member_date_2":"2022-03-03","pds_april":"3","cert_status":"WITHDRAWN","phone_2":"4038621521","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"31067","intcode":"21","blocnote":"June 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-30T11:10:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"3","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25P00408","temp_intcode_for_auto_old_int_code":"21","pds_august":"3","pds_september":"3","last_act_type":"2023-12-09","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"cleator@telusplanet.net","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"40338","email":"anniexiong1314@hotmail.com","first_name":"Dan","last_name":"Xiong","phone":"6042768481","orgname":"Arctic Stone Ltd.","customer_acct_name":"Arctic Stone Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Dan Xiong","language":"English","canceldate":"2025-02-04","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P01463","new_member_date_2":"2023-12-20","cert_status":"WITHDRAWN","phone_2":"6047209193","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"294395","intcode":"06","blocnote":"Dan no longer works there. There is only one person in charge of payroll, but she is on vacation until July 11. We need to call back after July 11.\n2026 May 12 call reached voicemail, no contact made\n2026 May 12 call reached voicemail, no contact made\n2026 May 14 - reached voicemail, no message left\n2026 May 14 - Reached voicemail; no message left.\n2026 May 19 voicemail reached, mailbox full, no message left\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:10-04:00","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25P01463","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-05-05","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":"2023-11-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_int_code":"3","npi_email_temp":"anniexiong1314@hotmail.com","pcl_completion_date_5":"2026-01-17","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","thewithdrawaldate":"2025-02-04","aitm_status_called":"2026-05-21T12:52:05-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was made to Dan but reached 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","session_id":"call_0c10fa27151047acdf4c4898973","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0c10fa27151047acdf4c4898973","mini_nps":"3","onesentencenotrenewed":"Contact not reached (voicemail).","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact not reached; voicemail only.","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"42775","email":"vadisalalokesh@gmail.com","first_name":"Lokesh","last_name":"Vadisala","phone":"4164790056","orgname":"Securtac Protection Services Inc.","customer_acct_name":"Securtac Protection Services Inc.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"335270","full_name":"Lokesh Vadisala","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05757","new_member_date_2":"2024-06-18","city_1":"Scarborough","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"6479170332","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":"L25C05757","last_act_type":"2024-06-18","pcl_status":"F","pcl_completion_date":"2024-10-11","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"Dec 3 2025 he doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T09:46:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"12","npi_email_temp":"vadisalalokesh@gmail.com","pcl_completion_date_5":"2029-10-11","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"42756","email":"danwang458@gmail.com","first_name":"Dan","last_name":"Wang","phone":"4032707781","orgname":"Banbury Crossroads School","customer_acct_name":"Banbury Crossroads School","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"302054","full_name":"Dan Wang","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P02086","new_member_date_2":"2021-06-07","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"403","phone_2":"8257330312","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":"L25P02086","cert_status":"WITHDRAWN","cpa_certification":"PCP","intcode":"02","blocnote":"LN \/ 29 September 2025 Not in service\n2026-05-12 invalid phone destination, phone: +14032707781\n2026 May 12 contact wants to renew and sent the email - NPI# 42756","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T13:37:51-04:00","temp_intcode_for_auto_old_int_code":"02","old_int_code":"08","notrenewedother":"Phone cannot be recovered","last_act_type":"2025-10-31","pcl_status":"P","pcl_completion_date":"2021-11-08","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2022-07-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-12-14","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"danwang458@gmail.com","pcl_completion_date_5":"2026-11-08","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","thewithdrawaldate":"2025-08-02","aitm_status_called":"2026-05-12T13:51:42-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_178d18d891474c77e6276dff560","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_178d18d891474c77e6276dff560","sendapplicationform":"2026-05-12T13:55:00-04:00","thewithdrawaldate_3_years":"2028-08-02","npi_transcriptsummary":"The agent successfully reached Dan and discussed his lapsed Professional membership with the National Payroll Institute. Dan expressed interest in renewing, and the agent sent an email with renewal instructions. Dan also inquired about changing his name on his certificate, which the agent escalated for follow-up.","aitm_callsummarytitle":"Successful renewal call with name change inquiry","notrenewedwanttorenew":"Yes","mini_nps":"3","initialvalue":"Networking","age_range":"31-45","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","concernquestion":"Contact asked about changing his name on his certificate and requested confirmation if this change is possible, which requires follow-up by the appropriate team.","number_of_calls_reached":"1","last_engaged_date":"2026-05-12"}},"seriesid":"163"}
{"contact":{"id":"44224","email":"amandabrethour@ymail.com","first_name":"Amanda","last_name":"Brethour","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342603","full_name":"Amanda Brethour","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-19","paid_thru":"2025-08-31","phone_2":"7058287759","pf1_status":"F","pf1_completion_date":"2024-12-24","province":"ON","last_act_type":"2024-09-19","language":"English","do_id":"L25C8308","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8308","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"amandabrethour@ymail.com","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"40353","email":"sfquinlan@outlook.com","first_name":"Savannah","last_name":"Rideout","phone":"7095410777","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":"334977","full_name":"Savannah Rideout","members_type":"CAND","do_id":"L25C04766","lead_status":"Lapsed Member","new_member_date_2":"2024-03-04","city_1":"Portugal Cove-St.Philips","province":"NL","language":"English","time_zone":"1","area_code":"709","phone_2":"7095410777","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04766","last_conf_date_type":"2024-06-19","last_act_type":"2024-07-29","pcl_status":"P","pcl_completion_date":"2024-07-02","number_of_passed_courses":"1","intcode":"06","blocnote":"Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T09:53:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"sfquinlan@outlook.com","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"36770","email":"alexis@funtec.ca","first_name":"Alexis","last_name":"Costas","phone":"7808820040","orgname":"Fundamental Technologies","customer_acct_name":"Fundamental Technologies","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Alexis Costas","language":"English","canceldate":"2023-09-24","time_zone":"4","area_code":"780","members_type":"CAND","new_member_date_2":"2022-10-21","pds_april":"1","phone_2":"7802289091","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"286437","pds_july":"1","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"LB2504214","pds_august":"1","pds_september":"1","last_act_type":"2023-09-24","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":"L25C01093","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","do_id":"LB2504214","npi_email_temp":"alexis@funtec.ca","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"42763","email":"emilielessard8@gmail.com","first_name":"Emilie","last_name":"Lessard","phone":"7804656417","orgname":"BrandSafway Group Inc.","customer_acct_name":"BrandSafway Group Inc.","tags":"250919 NPI LN sent to TM, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"308157","full_name":"Emilie Lessard, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","city_1":"Edmonton","province":"AB","language":"English","time_zone":"4","area_code":"780","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"LB2505085","intcode":"99","blocnote":"LN \/ 29 September 2025 Not working there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-09-29T16:31:00-04:00","temp_intcode_for_auto_old_int_code":"99","old_int_code":"16","number_of_passed_courses":"4","new_member_date_2":"2023-10-24","paid_thru":"2026-09-30","organization_id":"293549","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2022-04-21","pf1_status":"P","pf1_completion_date":"2022-08-04","pf2_status":"P","pf2_completion_date":"2022-10-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-12-13","cpa_certification":"PCP","last_act_type":"2026-12-01","company_paid_thru":"2026-09-30","date_of_renewal_identification":"2026-05-28","trc":"True","wera":"False","pcp_we":"APPROVED","canceldate":"2025-12-02","do_id":"LB2505085","old_do_id":"L25P02089","npi_email_temp":"emilielessard8@gmail.com","pcl_completion_date_5":"2027-04-21","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39640","email":"j.napier@shaw.ca","first_name":"Jayne","last_name":"Napier","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jayne Napier, PCP","language":"English","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","new_member_date_2":"2025-05-02","pds_april":"5","phone_2":"6043289661","province":"BC","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"28375","date_of_renewal_identification":"2025-06-12","intcode":"99","blocnote":"June 27 2025 She said she renewed a day or 2 before the deadline.","dhmsfin_telemarketing_last_contacted_date":"2025-06-27T12:47:00-04:00","old_int_code":"13","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2505497","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","pds_august":"5","pds_september":"5","last_infoline_date_type":"2026-03-30","last_act_type":"2026-03-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-11-20","number_of_passed_courses":"1","pds_october":"5","trc":"True","wera":"False","pds_november":"5","old_do_id":"L25P00404","npi_email_temp":"j.napier@shaw.ca","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"42796","email":"lynnoc@magma.ca","first_name":"B.","last_name":"O'Callaghan","phone":"6136126083","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"221590","full_name":"B. Lynn O'Callaghan","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P02105","new_member_date_2":"2021-05-31","city_1":"Ottawa","province":"ON","language":"English","time_zone":"2","area_code":"613","phone_2":"6136126083","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":"L25P02105","cert_status":"WITHDRAWN","cpa_certification":"PCP","pds_august":"2","blocnote":"LN \/ 30 September 2025 Survey completed - she is retired\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:07-04:00","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","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":"retired","hardtoparticipateevents":"No","mini_nps":"5","age_range":"Above 61 years","selfpayrollproficiency":"Advance","intcode":"06","temp_intcode_for_auto_old_int_code":"06","pds_september":"2","last_infoline_date_type":"2022-04-27","last_act_type":"2025-10-31","pcl_status":"P","pcl_completion_date":"2014-04-23","pf1_status":"P","pf1_completion_date":"2014-07-28","pf2_status":"P","pf2_completion_date":"2014-12-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-01-07","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"lynnoc@magma.ca","pcl_completion_date_5":"2019-04-23","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","thewithdrawaldate":"2025-08-02","aitm_status_called":"2026-05-21T10:02:08-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately.","aitm_callsummarytitle":"Voicemail reached, no contact","npi_voicemaildetection":"Yes","ivrdetector":"No","old_int_code":"01","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1c2c86e6f30e9ab0a1ac237f593","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1c2c86e6f30e9ab0a1ac237f593","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"41753","email":"alicia.adams@laxgaltsap.ca","first_name":"Alicia","last_name":"Adams","phone":"2506213212","orgname":"Laxgalts'ap Village Government","customer_acct_name":"Laxgalts'ap Village Government","tags":"npiPartnerAccount","ip4":"0.0.0.0","fields":{"individual_id":"251236","full_name":"Alicia Adams, BComm","lead_status":"Partner","do_id":"L25O01129","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":"2506151759","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O01129","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":"alicia.adams@laxgaltsap.ca","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45732","email":"hgodier@altima.ca","first_name":"Heather","last_name":"Godier","phone":"4167851828","orgname":"Altima Dental Canada","customer_acct_name":"Altima Dental Canada","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"314149","full_name":"Heather Godier","members_type":"CORP","paid_thru":"2023-05-31","organization_id":"313945","trc":"False","wera":"False","province":"ON","last_act_type":"2022-06-16","language":"English","corp_cancel_date":"2023-08-02","extension_phone_1":"221","do_id":"L25O4379","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4379","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"hgodier@altima.ca","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","company_paid_thru":"2023-05-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38355","email":"slamptey14@gmail.com","first_name":"Susan","last_name":"Hazel","phone":"4372244151","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Susan Hazel","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C03763","new_member_date_2":"2023-06-05","phone_2":"4372244151","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"325816","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03763","last_act_type":"2023-08-17","pcl_status":"P","pcl_completion_date":"2023-08-17","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 17 November 2025 working now couldn't talk","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T09:50:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"slamptey14@gmail.com","pcl_completion_date_5":"2028-08-17","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"41689","email":"prabhdeep9696@gmail.com","first_name":"Prabhdeep","last_name":"Kaur","phone":"6474020397","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":"331536","full_name":"Prabhdeep Kaur","lead_status":"Lapsed Member","do_id":"L25C05226","members_type":"CAND","new_member_date_2":"2024-05-10","city_1":"Brampton","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6474020397","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":"L25C05226","last_act_type":"2024-10-05","pcl_status":"P","pcl_completion_date":"2023-12-20","pf1_status":"P","pf1_completion_date":"2024-07-19","pf2_status":"P","pf2_completion_date":"2024-08-22","number_of_passed_courses":"3","intcode":"16","blocnote":"LNC \/ 11 November 2025 Busy\r\nLN \/ 12 December 2025 temporarily unavailable","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T09:17:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","trc":"True","wera":"False","old_int_code":"08","npi_email_temp":"prabhdeep9696@gmail.com","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
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{"contact":{"id":"40220","email":"mahnicole2002@yahoo.com","first_name":"Celestine","last_name":"Ngwa","phone":"2049476232","orgname":"Cargill Ltd","customer_acct_name":"Cargill Ltd","tags":"250709 phone cannot be recovered, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Celestine Ngwa, PCP","language":"English","canceldate":"2024-10-07","cpa_certification":"PCP","time_zone":"3","area_code":"204","members_type":"CORP","new_member_date_2":"2019-12-06","cert_status":"ACTIVE","phone_2":"8736883359","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"283591","organization_id":"6213","intcode":"99","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T11:52:00-04:00","old_int_code":"16","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2506222","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506222","last_act_type":"2026-12-01","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2020-12-14","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","npi_email_temp":"mahnicole2002@yahoo.com","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"36915","email":"kavita.talwar12@gmail.com","first_name":"Kavita","last_name":"Talwar","phone":"5879996724","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kavita Talwar","language":"English","canceldate":"2023-01-05","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C01344","new_member_date_2":"2025-06-03","phone_2":"5879996724","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"295007","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"L25C01344","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-03-05","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2022-04-05","pf2_status":"P","pf2_completion_date":"2025-09-10","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"kavita.talwar12@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"seriesid":"163"}
{"contact":{"id":"42730","email":"sabbirmdgolam@gmail.com","first_name":"Md","last_name":"Sabbir","phone":"2368694144","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":"334686","full_name":"Md Golam Sabbir","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05730","new_member_date_2":"2024-05-27","city_1":"Vancouver","province":"BC","language":"English","time_zone":"5","area_code":"236","phone_2":"2368694144","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":"L25C05730","last_act_type":"2024-05-27","pcl_status":"F","pcl_completion_date":"2024-09-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T12:34:00-05:00","temp_intcode_for_auto_old_int_code":"06","onesentencenotrenewed":"","npi_email_temp":"sabbirmdgolam@gmail.com","pcl_completion_date_5":"2029-09-03","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"36807","email":"mgllantos@gmail.com","first_name":"Merceditha","last_name":"Llantos","phone":"3065269502","orgname":"Ndreams Bookkeeping and Taxation Solutions Ltd.","customer_acct_name":"Ndreams Bookkeeping and Taxation Solutions Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Merceditha Llantos","language":"English","canceldate":"2023-08-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C01642","new_member_date_2":"2021-06-22","phone_2":"3065269502","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"302494","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C01642","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-23","pcl_status":"P","pcl_completion_date":"2021-10-10","pf1_status":"P","pf1_completion_date":"2022-09-25","pf2_status":"P","pf2_completion_date":"2023-01-19","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"mgllantos@gmail.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"38469","email":"elynettedizon@gmail.com","first_name":"Elynette","last_name":"Laxamana","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Elynette Laxamana","language":"English","canceldate":"2024-08-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C03776","new_member_date_2":"2023-06-09","phone_2":"7802381781","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"325983","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03776","last_act_type":"2023-08-06","pcl_status":"P","pcl_completion_date":"2023-08-23","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","pf2_completion_date":"2023-12-20","number_of_passed_courses":"3","intcode":"06","blocnote":"NOv 7 2025 vmn\r\nLNC Dec 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T13:29:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"elynettedizon@gmail.com","pcl_completion_date_5":"2028-08-23","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"41668","email":"rebay.randa@gmail.com","first_name":"Randa","last_name":"Ghehioueche","phone":"5142095230","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":"336121","full_name":"Randa Ghehioueche","lead_status":"Lapsed Member","do_id":"L25C05215","members_type":"CAND","new_member_date_2":"2024-04-26","city_1":"Laval","province":"QC","language":"French","time_zone":"2","area_code":"514","phone_2":"5142095230","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":"L25C05215","last_act_type":"2024-04-26","pcl_status":"P","pcl_completion_date":"2024-08-05","number_of_passed_courses":"1","intcode":"06","blocnote":"lnc. 18 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T10:45:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"rebay.randa@gmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"38359","email":"ayumi.li@aliyun.com","first_name":"Yang","last_name":"Li","phone":"7788718766","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Yang Li","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C03995","new_member_date_2":"2023-11-21","phone_2":"7788718766","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327523","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C03995","last_act_type":"2023-11-21","pcl_status":"F","pcl_completion_date":"2024-02-26","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T18:08:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ayumi.li@aliyun.com","pcl_completion_date_5":"2029-02-26","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"41667","email":"jschweid@twcc.ca","first_name":"Jody","last_name":"Schweid","phone":"2049430888","orgname":"Tribal Wi-Chi-Way-Win","customer_acct_name":"Tribal Wi-Chi-Way-Win","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"128087","full_name":"Jody Schweid","lead_status":"Lapsed Member","do_id":"L25O01085","members_type":"CORP","organization_id":"129854","coidnewmbrdate":"2008-04-18","city_1":"Winnipeg","province":"MB","language":"English","time_zone":"3","area_code":"204","extension_phone_1":"235","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Aug 2026 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T14:14:00-04:00","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O01085","temp_intcode_for_auto_old_int_code":"6","pds_august":"5","pds_september":"5","last_conf_date_type":"2016-06-15","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"jschweid@twcc.ca","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40194","email":"maryannkv007@gmail.com","first_name":"Mary","last_name":"Kurian","phone":"5198367550","orgname":"Linamar Corporation Corporate Offices","customer_acct_name":"Linamar Corporation Corporate Offices","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Mary Ann Kurian, PCP","language":"English","canceldate":"2024-08-26","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"CORP","new_member_date_2":"2023-09-27","cert_status":"ACTIVE","phone_2":"4378813995","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"314116","organization_id":"10376","intcode":"99","blocnote":"July 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T11:19:00-04:00","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2506335","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506335","old_int_code":"6","last_act_type":"2026-12-01","company_paid_thru":"2026-11-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2022-08-04","pf1_status":"P","pf1_completion_date":"2022-09-04","pf2_status":"P","pf2_completion_date":"2022-10-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-08-24","number_of_passed_courses":"4","paid_thru":"2026-11-30","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"maryannkv007@gmail.com","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44191","email":"amyzhifangyu@gmail.com","first_name":"Zhifang","last_name":"Yu","phone":"3062492882","orgname":"D3H Hotels Inc.","customer_acct_name":"D3H Hotels Inc.","tags":"npiAlert12, NPI LN sent to TM, 251104 New Lapsed, TMAI","ip4":"10.13.142.189","fields":{"individual_id":"256445","full_name":"Zhifang Yu","members_type":"PRO","canceldate":"2025-11-04","new_member_date_2":"2022-09-16","paid_thru":"2025-08-31","phone_2":"3065000882","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2018-01-07","pf1_status":"P","pf1_completion_date":"2018-04-22","pf2_status":"P","pf2_completion_date":"2018-10-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-03-13","province":"SK","cpa_certification":"PCP","last_act_type":"2026-02-02","language":"English","do_id":"L25P2645","number_of_passed_courses":"4","time_zone":"3","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":"L25P2645","intcode":"02","blocnote":"LN Nov 12 2025 She is not in payroll right now . She has questions about what the procedure is if she wants to be in payroll again for membership\n2026 May 11 contact interested in future renewal, email sent with procedure - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T15:58:27-04:00","temp_intcode_for_auto_old_int_code":"02","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"amyzhifangyu@gmail.com","pcl_completion_date_5":"2023-01-07","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31","thewithdrawaldate":"2025-11-04","aitm_status_called":"2026-05-11T15:58:27-04:00","number_of_call_attempts":"0","sendapplicationform":"2026-05-11T16:02:00-04:00","thewithdrawaldate_3_years":"2028-11-04","npi_transcriptsummary":"The agent successfully reached Zhifang Yu and conducted a survey regarding her lapsed NPI membership. Zhifang expressed interest in renewing in the future and requested an email with the renewal procedure, which the agent sent. The call concluded positively with all survey questions asked and the renewal information provided.","aitm_callsummarytitle":"Future Renewal Interest and Email Sent","notrenewedwanttorenew":"Yes","mini_nps":"5","initialvalue":"Designation","age_range":"46-60","old_int_code":"03","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_37acc8893fd9a80ada97153ace4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_37acc8893fd9a80ada97153ace4","last_engaged_date":"2026-05-11","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"42790","email":"lauranorton23@gmail.com","first_name":"Laura","last_name":"Norton","phone":"5194714300","orgname":"London Children's Connection","customer_acct_name":"London Children's Connection","tags":"payrollcompliance visited, Unsub, npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"277308","full_name":"Laura Norton","members_type":"PRO","lead_status":"Refused","new_member_date_2":"2019-06-25","city_1":"London","province":"ON","language":"English","time_zone":"2","extension_phone_1":"228","area_code":"519","phone_2":"5196702350","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":"L25P02102","cert_status":"WITHDRAWN","cpa_certification":"PCP","blocnote":"LN \/ 30 September 2025 survey completed - she didn't renew because the price went up so high\n2026 May 19 contact declined renewal due to high fees, requested Associate membership info, email updated to lauranorton23@gmail.com and application form sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T10:51:58-04:00","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":"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":"Yes","npivaluenotdeliveredspecify":"later it did not because the price went high without extra benefits","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"1","age_range":"31-45","selfpayrollproficiency":"Basic","intcode":"01","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2025-10-31","pcl_status":"P","pcl_completion_date":"2019-09-30","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2020-03-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-24","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"lauranorton23@gmail.com","pcl_completion_date_5":"2024-09-30","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","thewithdrawaldate":"2025-08-02","aitm_status_called":"2026-05-19T10:51:58-04:00","number_of_call_attempts":"0","sendapplicationform":"2026-05-19T10:56:00-04:00","thewithdrawaldate_3_years":"2028-08-02","npi_transcriptsummary":"The agent contacted Laura Norton regarding her lapsed Professional membership with the National Payroll Institute. Laura declined to renew due to high fees but agreed to receive information about the Associate membership. The agent confirmed her correct email and sent the application form.","aitm_callsummarytitle":"Membership Renewal Declined, Associate Info Sent","onesentencenotrenewed":"The fees are too high.","initialvalue":"Designation","npi_voicemaildetection":"No","ivrdetector":"No","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","old_do_id":"L25P02102","session_id":"call_2d8f1024ae40208fa5be000a365","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2d8f1024ae40208fa5be000a365","number_of_calls_reached":"1","last_engaged_date":"2026-05-19","unsub_reason":"The content does not provide enough value to me."}},"seriesid":"163"}
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{"contact":{"id":"40333","email":"sarah@tandembooks.ca","first_name":"Sarah-May","last_name":"Savard","phone":"6138008822","orgname":"TandemBooks Inc.","customer_acct_name":"TandemBooks Inc.","tags":"250813 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Sarah-May Savard","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","extension_phone_1":"8003","time_zone":"2","area_code":"613","members_type":"PRO","do_id":"L25P01458","new_member_date_2":"2020-10-14","cert_status":"WITHDRAWN","phone_2":"8192304394","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"293701","intcode":"0","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:10-04:00","paid_thru":"2024-09-30","blocnote":"mauvais numero de extention\n2026 May 25 call reached Tandem Books but no one found at extension 8003, call ended.","notrenewedother":"Phone cannot be recovered","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25P01458","temp_intcode_for_auto_old_int_code":"08","last_infoline_date_type":"2022-08-04","last_act_type":"2026-11-02","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2022-01-30","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":"sarah@tandembooks.ca","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","thewithdrawaldate":"2024-12-04","aitm_status_called":"2026-05-25T12:07:10-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Sarah-May at Tandem Books but was informed that no one was found at the given extension number. The call ended after the agent thanked the contact and said goodbye.","aitm_callsummarytitle":"No contact found at extension","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bde2bbbe00174d822170e6f402c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bde2bbbe00174d822170e6f402c","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"44178","email":"annie.lam.1983@gmail.com","first_name":"Annie","last_name":"Lam","phone":"6047648915","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341586","full_name":"Annie Lam","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-08-30","paid_thru":"2025-08-31","phone_2":"6047648915","pcl_status":"P","pcl_completion_date":"2024-11-06","province":"BC","last_act_type":"2024-08-30","language":"English","do_id":"L25C8285","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":"L25C8285","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"06","blocnote":"LNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T16:52:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"annie.lam.1983@gmail.com","pcl_completion_date_5":"2029-11-06","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"39247","email":"dudsang@telus.net","first_name":"Dudley","last_name":"Phillips","phone":"4032965165","orgname":"Suncor Energy Inc.","customer_acct_name":"Suncor Energy Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Dudley Phillips, PLP","language":"English","canceldate":"2023-11-02","cpa_certification":"CPM","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2022-09-23","pds_april":"5","cert_status":"ACTIVE","phone_2":"4032630717","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"217996","organization_id":"6226","intcode":"99","blocnote":"June 25 2025 vm\r\nSept 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T16:48:00-04:00","pipeline_2_members_only_ast":"","pds_july":"5","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2505013","temp_intcode_for_auto_old_int_code":"99","pds_august":"5","old_do_id":"LB2505013","old_int_code":"6","pds_september":"5","last_act_type":"2026-12-01","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-04-17","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":"2018-08-31","number_of_passed_courses":"4","pds_october":"5","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"5","npi_email_temp":"dudsang@telus.net","pcl_completion_date_5":"2023-04-17","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40157","email":"tarishashah1405@gmail.com","first_name":"Tarisha","last_name":"Shah","phone":"7056465728","orgname":"Fowler Construction Company","customer_acct_name":"Fowler Construction Company","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Tarisha Shah, PCP","language":"English","canceldate":"2024-09-24","cpa_certification":"PCP","time_zone":"2","area_code":"705","members_type":"CORP","new_member_date_2":"2023-10-20","cert_status":"ACTIVE","phone_2":"6477451661","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed DEL","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"234548","organization_id":"251143","intcode":"99","blocnote":"July 4 2025 vm\r\nSept 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T18:26:00-04:00","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O05612","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2507432","old_int_code":"6","last_act_type":"2026-12-01","company_paid_thru":"2027-02-28","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2015-08-24","pf1_status":"P","pf1_completion_date":"2015-12-21","pf2_status":"P","pf2_completion_date":"2016-04-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-10-10","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25O05612","npi_email_temp":"tarishashah1405@gmail.com","pcl_completion_date_5":"2020-08-24","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","ln_entered_date":"2026-05-26","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44270","email":"lukasradulov@gmail.com","first_name":"Lukas","last_name":"Radulovic","phone":"4166966960","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342387","full_name":"Lukas Radulovic","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-17","paid_thru":"2025-08-31","phone_2":"4166966960","pcl_status":"F","pcl_completion_date":"2024-12-03","province":"ON","last_act_type":"2024-09-17","language":"English","do_id":"L25C8326","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8326","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"lukasradulov@gmail.com","pcl_completion_date_5":"2029-12-03","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"45785","email":"jodi@accuratetax.ca","first_name":"JODI","last_name":"DILLON","phone":"7056561200","orgname":"2473631 Ontario Inc. O\/A Accurate Accounting & Tax Services","customer_acct_name":"2473631 Ontario Inc. O\/A Accurate Accounting & Tax Services","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"325718","full_name":"JODI DILLON","members_type":"CORP","paid_thru":"2024-06-30","organization_id":"302910","trc":"False","wera":"False","province":"ON","last_act_type":"2023-01-06","language":"English","corp_cancel_date":"2024-09-04","do_id":"L25O4387","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4387","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"jodi@accuratetax.ca","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","company_paid_thru":"2024-06-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37148","email":"eenerjc@gmail.com","first_name":"Renee","last_name":"Chartrand","phone":"2045100002","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Renee Chartrand","language":"English","canceldate":"2025-02-04","time_zone":"3","area_code":"204","members_type":"CAND","new_member_date_2":"2022-12-20","phone_2":"2045100002","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"319796","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C03173","last_act_type":"2023-11-21","pcl_status":"P","pcl_completion_date":"2023-04-23","pf1_status":"P","pf1_completion_date":"2024-06-07","pf2_status":"F","pf2_completion_date":"2023-12-18","number_of_passed_courses":"2","intcode":"21","blocnote":"LNC Nov 5 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T12:50:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","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":"L25C03173","npi_email_temp":"eenerjc@gmail.com","pcl_completion_date_5":"2028-04-23","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"40323","email":"dorcasoluwatoyin3@gmail.com","first_name":"Oluwatoyin","last_name":"Adeniyi","phone":"5063245700","orgname":"Triple T Emporium","customer_acct_name":"Triple T Emporium","tags":"250721 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Oluwatoyin Dorcas Adeniyi","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","extension_phone_1":"249","time_zone":"1","area_code":"506","members_type":"PRO","do_id":"L25P01448","new_member_date_2":"2022-10-18","cert_status":"WITHDRAWN","province":"NB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"292137","intcode":"0","blocnote":"July 16 2025 No one by the name Oluwatoyin at the 1st number \r\nand 2nd number not in service\n2026 May 11 call reached voicemail, no contact made\n2026-05-11 invalid phone destination, phone: +15065940263","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:10:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25P01448","temp_intcode_for_auto_old_int_code":"08","last_infoline_date_type":"2024-01-26","last_conf_date_type":"2024-06-19","last_act_type":"2025-05-20","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-03-22","pf2_status":"P","pf2_completion_date":"2021-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-01-31","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"dorcasoluwatoyin3@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","thewithdrawaldate":"2024-12-04","aitm_status_called":"2026-05-11T14:21:41-04:00","number_of_call_attempts":"1","npi_transcriptsummary":"The call was made to the contact but reached voicemail and was not answered by a human. No conversation took place and no actions were completed during the call.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_45d6d9a0e582286e1a6782a4567","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_45d6d9a0e582286e1a6782a4567"}},"seriesid":"163"}
{"contact":{"id":"40265","email":"hailey930@hotmail.com","first_name":"Kyung","last_name":"Min","phone":"6046817500","orgname":"Ledcor Industries Inc.","customer_acct_name":"Ledcor Industries Inc.","tags":"npiAlert3, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Kyung Jin Min, PCP","language":"English","canceldate":"2024-03-11","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2020-03-13","cert_status":"ACTIVE","phone_2":"7788998207","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"286479","organization_id":"9819","intcode":"99","blocnote":"July 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T13:44:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2505329","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2505329","old_int_code":"6","last_act_type":"2026-04-05","company_paid_thru":"2026-10-31","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2020-07-05","pf1_status":"P","pf1_completion_date":"2020-10-18","pf2_status":"P","pf2_completion_date":"2021-02-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-02-11","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"hailey930@hotmail.com","pcl_completion_date_5":"2025-07-05","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40182","email":"jnormandeau@southernhealth.ca","first_name":"Jennifer","last_name":"Normandeau","phone":"2049268094","orgname":"Winnipeg Regional Health Authority","customer_acct_name":"Winnipeg Regional Health Authority","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Jennifer Normandeau, PCP","language":"English","canceldate":"2023-10-06","cpa_certification":"PCP","time_zone":"3","area_code":"204","members_type":"CORP","new_member_date_2":"2017-10-06","cert_status":"ACTIVE","phone_2":"2044245465","province":"MB","zerobounce_reason":"catch-all","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"181409","organization_id":"7241","intcode":"99","blocnote":"July 4 2025 1st number a different name vm\r\n2nd number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T18:16:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2505677","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2505677","old_int_code":"6","last_infoline_date_type":"2021-04-21","last_act_type":"2026-04-05","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2011-06-22","pf1_status":"P","pf1_completion_date":"2012-02-22","pf2_status":"P","pf2_completion_date":"2017-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-10-11","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jnormandeau@southernhealth.ca","pcl_completion_date_5":"2016-06-22","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38261","email":"annusira@gmail.com","first_name":"Annu","last_name":"Sira","phone":"4164336261","orgname":"Baffinland Iron Mines","customer_acct_name":"Baffinland Iron Mines","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Annu Sira","language":"English","canceldate":"2025-02-04","cpa_certification":"CPM","time_zone":"2","area_code":"416","members_type":"PRO","do_id":"L25P00506","new_member_date_2":"2014-12-17","cert_status":"WITHDRAWN","phone_2":"6473284101","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"92118","intcode":"06","blocnote":"June 17 2025 vm\r\nLN \/ 02 October 2025 VM\n2026 May 13 - reached voicemail; no contact made\n2026 May 13 - Reached voicemail; no message left\n2026 May 15 - Reached voicemail; no message left\n2026 May 15 - Reached voicemail; no message left\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:10-04:00","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25P00506","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-04-19","last_act_type":"2025-05-05","pf2_status":"P","pf2_completion_date":"2008-09-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-03-27","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"annusira@gmail.com","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","thewithdrawaldate":"2025-02-04","aitm_status_called":"2026-05-21T10:07:08-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail received.","initialvalue":"Other","othermemberbenefit":"Not provided","prootherreasonsnottorenew":"Contact not reached","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7e5ded6dd24bec04d8a61c7c080","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7e5ded6dd24bec04d8a61c7c080","number_of_total_call_attempts":"7"}},"seriesid":"163"}
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{"contact":{"id":"39206","email":"sharmamansi853@gmail.com","first_name":"Mansi","last_name":"Sharma","phone":"4379894760","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mansi Sharma","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"437","members_type":"CAND","new_member_date_2":"2025-09-19","phone_2":"4379894760","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"324891","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2507177","date_of_renewal_identification":"2025-10-08","last_act_type":"2025-09-19","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","old_do_id":"L25C03659","npi_email_temp":"sharmamansi853@gmail.com","pcl_completion_date_5":"2030-12-02","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"40426","email":"jenniferwampler@icomamerica.com","first_name":"Jennifer","last_name":"Wampler","phone":"4254506050","orgname":"Icom Canada Holdings Inc.","customer_acct_name":"Icom Canada Holdings Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"310421","full_name":"Jennifer Wampler","members_type":"CORP","do_id":"L25O00860","lead_status":"Lapsed Member","coidnewmbrdate":"2012-03-27","city_1":"Kirkland","province":"WA","language":"English","time_zone":"5","area_code":"425","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T16:51:00-04:00","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00860","temp_intcode_for_auto_old_int_code":"6","organization_id":"197570","blocnote":"LN \/ 01 October 2025 VM","last_act_type":"2022-02-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jenniferwampler@icomamerica.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37738","email":"jenniferlynnkolton@gmail.com","first_name":"Jennifer","last_name":"Kolton","phone":"","orgname":"Klassen Agriventures Ltd.","customer_acct_name":"Klassen Agriventures Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jennifer Kolton","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"403","members_type":"CAND","new_member_date_2":"2026-04-22","phone_2":"4034251802","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"317174","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2505600","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_intcode_for_auto_old_int_code":"21","date_of_renewal_identification":"","old_do_id":"L25C02983","last_act_type":"2026-04-22","pcl_status":"P","pcl_completion_date":"2023-01-19","pf1_status":"P","pf1_completion_date":"2023-05-28","pf2_status":"P","pf2_completion_date":"2023-09-25","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2505600","npi_email_temp":"jenniferlynnkolton@gmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
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{"contact":{"id":"42702","email":"payroll@district.vanderhoof.ca","first_name":"Harvey","last_name":"Sawatzky","phone":"2505674711","orgname":"District of Vanderhoof","customer_acct_name":"District of Vanderhoof","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"313978","full_name":"Harvey Sawatzky","members_type":"CAND","lead_status":"Refused","do_id":"L25C05713","new_member_date_2":"2022-06-15","city_1":"Vanderhoof","province":"BC","language":"English","time_zone":"5","area_code":"250","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"L25C05713","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-02-28","last_act_type":"2025-10-31","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"F","pf1_completion_date":"2024-06-20","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"payroll@district.vanderhoof.ca","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31"}},"seriesid":"163"}
{"contact":{"id":"36828","email":"nehaagarwal1039@gmail.com","first_name":"Neha","last_name":"Agarwal","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Neha Agarwal, PCP","language":"English","canceldate":"2024-03-02","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"PRO","new_member_date_2":"2025-05-07","cert_status":"ACTIVE","phone_2":"6474107755","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"312446","pipeline_2_members_only_ast":"","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2506617","old_do_id":"L25C02338","last_act_type":"2026-04-26","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-04-23","pf1_status":"P","pf1_completion_date":"2023-08-27","pf2_status":"P","pf2_completion_date":"2023-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-11-19","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"nehaagarwal1039@gmail.com","pcl_completion_date_5":"2028-04-23","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"44230","email":"mfortier0765@gmail.com","first_name":"May","last_name":"Fortier","phone":"2262317975","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"10.13.142.169","fields":{"individual_id":"342947","full_name":"May Fortier","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-10-01","paid_thru":"2025-08-31","phone_2":"2262317975","pcl_status":"P","pcl_completion_date":"2025-02-03","province":"ON","last_act_type":"2024-09-30","language":"English","do_id":"L25C8311","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8311","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","sendapplicationform":"2025-12-09T15:15:00-05:00","blocnote":"LNC Dec 9 2025 Sent email for renewal.","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T15:17:00-05:00","intcode":"24","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"24","npi_email_temp":"mfortier0765@gmail.com","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"39178","email":"thart7@hotmail.com","first_name":"Tanya","last_name":"Hart","phone":"3066550907","orgname":"Saskatchewan Health Authority","customer_acct_name":"Saskatchewan Health Authority","tags":"250625 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Tanya Hart","language":"English","canceldate":"2023-08-02","cpa_certification":"PCP","time_zone":"3","area_code":"306","members_type":"PRO","do_id":"L25P00835","new_member_date_2":"2020-06-12","cert_status":"WITHDRAWN","phone_2":"3063826825","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"217300","intcode":"21","blocnote":"June 23 2025 Number not in service.","dhmsfin_telemarketing_last_contacted_date":"2025-06-23T16:08:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","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":"L25P00835","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-10-31","pcl_status":"P","pcl_completion_date":"2013-12-02","pf1_status":"P","pf1_completion_date":"2015-06-29","pf2_status":"P","pf2_completion_date":"2020-10-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-12-08","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"thart7@hotmail.com","pcl_completion_date_5":"2018-12-02","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36942","email":"cesposito@belcarra.ca","first_name":"Connie","last_name":"Esposito","phone":"6049374100","orgname":"Village of Belcarra","customer_acct_name":"Village of Belcarra","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Connie Esposito","language":"English","canceldate":"2024-09-04","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02611","new_member_date_2":"2022-07-06","phone_2":"7788464000","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314497","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C02611","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-16","pcl_status":"P","pcl_completion_date":"2022-12-11","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"cesposito@belcarra.ca","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"39198","email":"ddc.cunningham@gmail.com","first_name":"Deborah","last_name":"Cunningham","phone":"7809047233","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Deborah Cunningham","language":"English","canceldate":"2024-07-03","time_zone":"4","area_code":"780","members_type":"CAND","new_member_date_2":"2023-05-11","phone_2":"7809047233","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324885","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03658","last_act_type":"2024-07-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T15:21:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"ddc.cunningham@gmail.com","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03658"}},"seriesid":"163"}
{"contact":{"id":"44350","email":"mon-9900@hotmail.com","first_name":"Montaha","last_name":"Maarouf","phone":"2269738984","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"337818","full_name":"Montaha Maarouf","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-19","paid_thru":"2025-08-31","phone_2":"2269738984","pcl_status":"P","pcl_completion_date":"2024-06-20","pf1_status":"F","pf1_completion_date":"2024-12-19","pf2_status":"P","pf2_completion_date":"2024-08-12","province":"ON","last_act_type":"2024-12-18","language":"English","do_id":"L25C8146","number_of_passed_courses":"2","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8146","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"06","blocnote":"LNC Dec 4 2025 Call back\r\nLNC Dec 5 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T11:41:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","old_int_code":"10","npi_email_temp":"mon-9900@hotmail.com","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"45743","email":"satwinder.virk@globalrelay.net","first_name":"Satwinder","last_name":"Virk","phone":"6044846630","orgname":"Global Relay Communications Inc.","customer_acct_name":"Global Relay Communications Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"296611","full_name":"Satwinder Virk","members_type":"CORP","paid_thru":"2024-01-31","organization_id":"272879","trc":"False","wera":"False","province":"BC","last_act_type":"2021-01-02","language":"English","corp_cancel_date":"2024-04-02","do_id":"L25O3346","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3346","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"satwinder.virk@globalrelay.net","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39165","email":"kiran.sandhu47@gmail.com","first_name":"Kiranjeet","last_name":"Kaur","phone":"7804549500","orgname":"Independent Counselling Enterprises Inc","customer_acct_name":"Independent Counselling Enterprises Inc","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Kiranjeet Kaur","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25P01215","new_member_date_2":"2026-05-07","cert_status":"WITHDRAWN_CPE","phone_2":"7808033940","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"266185","intcode":"21","blocnote":"June 23 2025 The call dropped will call back.\r\nSept 4 2025 She no longer works at Independent Counselling Enterprises Inc. She just started another job call her later BC time.","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T20:24:00-04:00","paid_thru":"2027-04-30","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P01215","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-07-05","pcl_status":"P","pcl_completion_date":"2018-12-09","pf1_status":"P","pf1_completion_date":"2019-04-21","pf2_status":"P","pf2_completion_date":"2019-12-08","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":"kiran.sandhu47@gmail.com","pcl_completion_date_5":"2023-12-09","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"40225","email":"shaoling90.zhou@gmail.com","first_name":"Shaoling","last_name":"Zhou","phone":"6135213340","orgname":"Canadian Centre for Ethics in Sport","customer_acct_name":"Canadian Centre for Ethics in Sport","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Shaoling Zhou, PCP","language":"English","canceldate":"2023-12-19","cpa_certification":"PCP","time_zone":"2","area_code":"613","members_type":"CORP","new_member_date_2":"2025-05-26","cert_status":"ACTIVE","phone_2":"6132656608","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","intcode":"99","onesentencenotrenewed":"The only reason I don't have a professional membership anymore is that I quit that job. Now I have a personal membership for myself.","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"319889","date_of_renewal_identification":"2026-05-28","blocnote":"July 7 2025 she let her professional membership lapse but she has a personal membership now for herself","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T12:00:00-04:00","old_int_code":"13","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2507174","temp_intcode_for_auto_old_int_code":"99","organization_id":"347597","last_infoline_date_type":"2026-04-16","last_act_type":"2026-04-16","company_paid_thru":"2027-01-31","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-06-09","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507174","old_do_id":"L25P01608","npi_email_temp":"shaoling90.zhou@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"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":"260522 Lapsed DEL","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":"LB2505439","old_int_code":"1","last_act_type":"2026-12-01","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","npi_email_temp":"idops325@gmail.com","pcl_completion_date_5":"2022-06-04","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44182","email":"shelleyerichardson@gmail.com","first_name":"Shelley","last_name":"Richardson","phone":"5196363181","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341633","full_name":"Shelley Richardson","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-04","paid_thru":"2025-08-31","phone_2":"5196363181","pcl_status":"P","pcl_completion_date":"2025-01-07","pf1_status":"F","pf1_completion_date":"2025-04-29","province":"ON","last_act_type":"2024-04-09","language":"English","do_id":"L25C8287","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8287","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"14","blocnote":"LNC Dec 9 2025 She said she is general bookkeeping at work right now so did not renew. She said she may potentially start membership again.","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T11:48:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"14","npi_email_temp":"shelleyerichardson@gmail.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"42682","email":"natalie.perreault@live.com","first_name":"Natalie","last_name":"Perreault","phone":"7056711533","orgname":"Conseil Scolaire du Grand Nord","customer_acct_name":"Conseil Scolaire du Grand Nord","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"325650","full_name":"Natalie Perreault","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05702","new_member_date_2":"2023-06-28","city_1":"Chelmsford","province":"ON","language":"French","time_zone":"2","extension_phone_1":"2263","area_code":"705","phone_2":"7056628535","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":"L25C05702","last_infoline_date_type":"2024-02-13","last_act_type":"2024-11-06","pcl_status":"P","pcl_completion_date":"2024-01-22","number_of_passed_courses":"1","intcode":"16","blocnote":"","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T10:51:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","trc":"True","wera":"False","npi_email_temp":"natalie.perreault@live.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"40198","email":"alicia.yu@tehn.ca","first_name":"Junxia","last_name":"Yu","phone":"4164696441","orgname":"Toronto East General Hospital","customer_acct_name":"Toronto East General Hospital","tags":"npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Junxia Yu, PCP","language":"English","canceldate":"2025-01-07","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2019-11-04","cert_status":"ACTIVE","phone_2":"4169571184","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"282571","organization_id":"8079","intcode":"15","blocnote":"July 7 2025 vm\n2026-05-12 invalid phone destination, phone: +14164696441\n2026 May 12 call reached voicemail, no contact made\n2026-05-14 invalid phone destination, phone: +14164696441\n2026 May 14 - reached voicemail, no answer\n2026-05-19 invalid phone destination, phone: +14164696441\n2026 May 19 call ended after initial greeting","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T09:42:01-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"L25P03018","temp_intcode_for_auto_old_int_code":"15","old_do_id":"LB2504220","old_int_code":"08","last_infoline_date_type":"2025-10-07","last_act_type":"2026-05-26","company_paid_thru":"2026-06-30","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2020-01-20","pf1_status":"P","pf1_completion_date":"2020-05-03","pf2_status":"P","pf2_completion_date":"2020-05-17","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","npi_email_temp":"alicia.yu@tehn.ca","ln_entered_date":"2026-04-01","pcl_completion_date_5":"2025-01-20","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","thewithdrawaldate":"2025-01-07","aitm_status_called":"2026-05-19T09:57:06-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6f70bfa109f4691707a1b1a0780","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6f70bfa109f4691707a1b1a0780","npi_transcriptsummary":"The agent called to speak with Junxia but the call ended shortly after the initial greeting without further conversation.","aitm_callsummarytitle":"Call ended after initial greeting","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact not reached","age_range":"Preferred not to say","number_of_calls_reached":"1","do_id":"","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"36988","email":"fromkarenlu@gmail.com","first_name":"Karen","last_name":"Lu","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Karen Lu","language":"English","canceldate":"2023-11-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02905","new_member_date_2":"2022-09-06","phone_2":"6044416476","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316352","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25C02905","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-09","pcl_status":"P","pcl_completion_date":"2022-11-27","pf1_status":"P","pf1_completion_date":"2023-03-06","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"fromkarenlu@gmail.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
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{"contact":{"id":"36906","email":"alblaxland@gmail.com","first_name":"Alison","last_name":"Peddle","phone":"9024403458","orgname":"H&H Industries","customer_acct_name":"H&H Industries","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Alison Peddle","language":"English","canceldate":"2024-04-02","time_zone":"1","area_code":"902","members_type":"CAND","do_id":"L25C02107","new_member_date_2":"2022-02-11","phone_2":"9022091525","province":"NS","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"310126","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C02107","last_act_type":"2023-02-22","pcl_status":"P","pcl_completion_date":"2022-06-12","number_of_passed_courses":"1","trc":"True","wera":"False","intcode":"06","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T08:37:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"alblaxland@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
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{"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":"260522 Lapsed DEL","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":"2026-04-05","company_paid_thru":"2026-11-30","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":"2026-05-28","npi_email_temp":"gisie25@gmail.com","pcl_completion_date_5":"2021-04-18","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38328","email":"pranaahpan@hotmail.com","first_name":"Pranaahpan","last_name":"Prathab","phone":"4162748649","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Pranaahpan Prathab","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C03760","new_member_date_2":"2023-06-05","phone_2":"4162748649","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"325794","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03760","last_act_type":"2023-08-09","pcl_status":"F","pcl_completion_date":"2023-10-11","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:53:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"pranaahpan@hotmail.com","pcl_completion_date_5":"2028-10-11","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"40211","email":"dimpleyarlagadda@gmail.com","first_name":"Dimple","last_name":"Yarlagadda","phone":"4032377875","orgname":"Benevity, Inc.","customer_acct_name":"Benevity, Inc.","tags":"WR250528, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Dimple Yarlagadda, PCP","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2022-09-26","cert_status":"ACTIVE","phone_2":"6477038994","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"317242","coidnewmbrdate":"2015-08-25","city_1":"Brampton","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","organization_id":"236631","intcode":"99","blocnote":"July 7 2025 fm","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T11:47:00-04:00","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2504960","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_infoline_date_type":"2025-03-12","last_act_type":"2025-03-12","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2022-11-27","pf1_status":"P","pf1_completion_date":"2023-04-02","pf2_status":"P","pf2_completion_date":"2023-11-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-04-11","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504960","old_do_id":"L25P01601","npi_email_temp":"dimpleyarlagadda@gmail.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38273","email":"farid.bandali@shaw.ca","first_name":"Farid","last_name":"Bandali","phone":"7809529171","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Farid Bandali, MBA","language":"English","canceldate":"2025-02-04","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"PRO","do_id":"L25P01001","new_member_date_2":"2015-12-09","cert_status":"WITHDRAWN","phone_2":"7804331325","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"239425","intcode":"01","blocnote":"June 17 2025 vm\r\nLN \/ 01 October 2025 Survey completed\n2026 May 14 - Contact (Farid\/Shepard) not renewing because no longer working in payroll for most of last 3 years.","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T11:49:20-04:00","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25P01001","temp_intcode_for_auto_old_int_code":"01","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":"No","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"6","last_act_type":"2025-05-05","pcl_status":"P","pcl_completion_date":"2016-04-03","pf1_status":"P","pf1_completion_date":"2016-06-26","pf2_status":"P","pf2_completion_date":"2017-01-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-07-06","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"farid.bandali@shaw.ca","pcl_completion_date_5":"2021-04-03","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","thewithdrawaldate":"2025-02-04","aitm_status_called":"2026-05-14T11:49:20-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent reached Farid (Shepard) and confirmed he let his NPI Professional membership lapse because he has not worked in payroll for most of the last three years; age question was offered but not answered. No follow-up actions were taken.","aitm_callsummarytitle":"Contact not renewing \u2014 left payroll","onesentencenotrenewed":"No longer working in payroll, hasn't done payroll for most of the last three years.","initialvalue":"Other","prootherreasonsnottorenew":"No longer working in payroll; hasn't done payroll for most of the last three years.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5f0eaf6e67d7f59c76659edc969","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5f0eaf6e67d7f59c76659edc969","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"45786","email":"sbuccieri@ptc.com","first_name":"Stephanie","last_name":"Buccieri","phone":"7813705252","orgname":"PTC","customer_acct_name":"PTC","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"290710","full_name":"Stephanie Buccieri, CPP","members_type":"CORP","paid_thru":"2025-06-30","phone_2":"5083459834","organization_id":"290711","trc":"False","wera":"False","province":"MA","last_act_type":"2025-02-10","language":"English","last_infoline_date_type":"2023-09-22","corp_cancel_date":"2025-09-03","do_id":"L25O3351","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25O3351","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"sbuccieri@ptc.com","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","company_paid_thru":"2025-06-30","blocnote":"May 27 vm","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"36814","email":"yvanah.red@gmail.com","first_name":"Yvanah","last_name":"Red","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yvanah Red","language":"English","canceldate":"2023-08-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C01643","new_member_date_2":"2021-06-25","phone_2":"5874392570","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"302549","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C01643","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-25","pcl_status":"P","pcl_completion_date":"2021-10-10","pf1_status":"F","pf1_completion_date":"2022-05-01","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"yvanah.red@gmail.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"44248","email":"xxxxu97@gmail.com","first_name":"Xiaoxi","last_name":"Xu","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"316186","full_name":"Xiaoxi Xu","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2022-09-01","paid_thru":"2025-08-31","phone_2":"9029896610","pcl_status":"P","pcl_completion_date":"2022-12-11","pf1_status":"P","pf1_completion_date":"2023-05-07","pf2_status":"P","pf2_completion_date":"2023-09-25","province":"NS","last_act_type":"2024-10-30","language":"English","number_of_passed_courses":"3","time_zone":"1","lead_status":"Refused","intcode":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_do_id_for_auto_old_do_id":"LB2507699","pipeline_1_lapsed_members":"Refused Lapsed","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C8057","trc":"True","wera":"False","do_id":"LB2507699","npi_email_temp":"xxxxu97@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"36973","email":"gaska79@gmail.com","first_name":"Nataliya","last_name":"Soldatenko","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nataliya Soldatenko","language":"English","canceldate":"2024-02-03","time_zone":"2","area_code":"343","members_type":"CAND","do_id":"L25C01900","new_member_date_2":"2021-12-06","phone_2":"3439982720","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"307901","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25C01900","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-12","pcl_status":"F","pcl_completion_date":"2022-04-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gaska79@gmail.com","pcl_completion_date_5":"2027-04-10","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"44319","email":"xavier.apolo@yahoo.com","first_name":"Xavier","last_name":"Apologista","phone":"6043560419","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"328825","full_name":"Xavier Klein Apologista","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2023-09-05","paid_thru":"2025-08-31","phone_2":"6043560419","pcl_status":"P","pcl_completion_date":"2024-01-22","pf1_status":"P","pf1_completion_date":"2024-05-06","pf2_status":"P","pf2_completion_date":"2025-01-14","province":"BC","last_act_type":"2024-10-10","language":"English","do_id":"L25C8114","number_of_passed_courses":"3","time_zone":"5","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8114","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 15 205 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T16:27:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"xavier.apolo@yahoo.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"45748","email":"simon.upton@voestalpine.com","first_name":"Simon","last_name":"Upton","phone":"6042313356","orgname":"Voestalpine Railway Systems Nortrak","customer_acct_name":"Voestalpine Railway Systems Nortrak","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"238888","full_name":"Simon Upton","members_type":"CORP","paid_thru":"2025-03-31","organization_id":"102520","trc":"False","wera":"False","province":"BC","language":"English","corp_cancel_date":"2025-06-03","do_id":"L25O2863","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2863","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"simon.upton@voestalpine.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41770","email":"manoharkumari7890@gmail.com","first_name":"Manohar","last_name":"Kumari","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"288839","full_name":"Manohar Kumari","lead_status":"Refused","do_id":"L25C05271","members_type":"CAND","new_member_date_2":"2020-05-22","city_1":"Victoria","province":"BC","language":"English","time_zone":"5","area_code":"250","phone_2":"2508132814","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":"L25C05271","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-10-04","last_act_type":"2024-04-22","pcl_status":"P","pcl_completion_date":"2020-08-30","pf1_status":"P","pf1_completion_date":"2021-08-03","pf2_status":"F","pf2_completion_date":"2022-09-18","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"manoharkumari7890@gmail.com","pcl_completion_date_5":"2025-08-30","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"42785","email":"khurley@erbgroup.com","first_name":"Kim","last_name":"Hurley","phone":"8006652653","orgname":"The Erb Group","customer_acct_name":"The Erb Group","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"215036","full_name":"Kim Hurley","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P02100","new_member_date_2":"2014-06-20","city_1":"Paris","province":"ON","language":"English","time_zone":"2","extension_phone_1":"2250","area_code":"800","phone_2":"5197708188","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":"L25P02100","cert_status":"WITHDRAWN","cpa_certification":"PCP","intcode":"02","blocnote":"LN \/ 30 September 2025 VM\n2026 May 19 contact wants to renew and sent the email - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T09:37:03-04:00","temp_intcode_for_auto_old_int_code":"02","last_infoline_date_type":"2020-05-05","last_act_type":"2025-10-31","pcl_status":"P","pcl_completion_date":"2013-08-27","pf1_status":"P","pf1_completion_date":"2013-12-18","pf2_status":"P","pf2_completion_date":"2014-05-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-06-26","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"khurley@erbgroup.com","pcl_completion_date_5":"2018-08-27","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","thewithdrawaldate":"2025-08-02","aitm_status_called":"2026-05-19T09:37:03-04:00","number_of_call_attempts":"0","sendapplicationform":"2026-05-19T09:40:00-04:00","thewithdrawaldate_3_years":"2028-08-02","npi_transcriptsummary":"The agent contacted Kim Hurley from The Erb Group regarding her lapsed NPI Professional membership. Kim expressed interest in renewing, and the agent sent her an email with the renewal procedure. The agent then conducted a brief survey about her membership experience, which Kim completed positively.","aitm_callsummarytitle":"Successful Renewal Interest Call with Kim Hurley","notrenewedwanttorenew":"Yes","mini_nps":"5","initialvalue":"Designation","age_range":"46-60","old_int_code":"06","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_a27456ac31c983c85ad23215db7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a27456ac31c983c85ad23215db7","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"44300","email":"mohammedmohiuddin2122@gmail.com","first_name":"Mohiuddin","last_name":"Mohammed","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert9, 251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"328611","full_name":"Mohiuddin Mohammed","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2023-08-30","paid_thru":"2025-08-31","pcl_status":"P","pcl_completion_date":"2023-12-04","pf1_status":"P","pf1_completion_date":"2024-10-21","province":"ON","last_act_type":"2024-08-30","language":"English","do_id":"L25C8094","number_of_passed_courses":"2","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8094","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","npi_email_temp":"mohammedmohiuddin2122@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"45734","email":"vanessa@comtruck.ca","first_name":"Vanessa","last_name":"Huculiak","phone":"7782985030","orgname":"Commercial Truck Equipment Corp.","customer_acct_name":"Commercial Truck Equipment Corp.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"215025","full_name":"Vanessa Huculiak","members_type":"CORP","paid_thru":"2024-04-30","organization_id":"215024","trc":"False","wera":"False","province":"BC","last_act_type":"2021-08-31","language":"English","last_infoline_date_type":"2021-08-31","corp_cancel_date":"2024-07-03","extension_phone_1":"237","do_id":"L25O3087","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3087","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"vanessa@comtruck.ca","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","company_paid_thru":"2024-04-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40237","email":"leahlhwang@gmail.com","first_name":"Lihong","last_name":"Wang","phone":"4165888933","orgname":"Ozden & Cheung Chartered Accountants Professional","customer_acct_name":"Ozden & Cheung Chartered Accountants Professional","tags":"npiAlert13","ip4":"10.13.132.216","fields":{"full_name":"Lihong Wang, PCP","language":"English","canceldate":"2024-12-20","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"PRO","new_member_date_2":"2020-01-03","cert_status":"ACTIVE","phone_2":"6478022852","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","intcode":"99","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"","individual_id":"284262","blocnote":"July 7 2025 she had a membership for herself ( this is the one that has lapsed) and now she is member under the company's name","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T13:12:00-04:00","old_int_code":"13","date_of_renewal_identification":"2026-04-14","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"AST03164","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2026-11-05","last_act_type":"2026-11-05","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2020-04-19","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":"2021-05-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"AST03164","npi_email_temp":"leahlhwang@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-01","ai_entered_date":"2026-04-14","telemarketing_call_date":"2025-07-07","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"38422","email":"angellaediamond@gmail.com","first_name":"Angella","last_name":"Dochtermann","phone":"2898853770","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Angella Anne Dochtermann","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"289","members_type":"CAND","do_id":"L25C04495","new_member_date_2":"2023-12-08","phone_2":"2898853770","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"332114","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C04495","last_act_type":"2024-02-01","pcl_status":"F","pcl_completion_date":"2024-02-26","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:33:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"angellaediamond@gmail.com","pcl_completion_date_5":"2029-02-26","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"39669","email":"sa.knight@hotmail.com","first_name":"Sabrina","last_name":"Knight","phone":"7055425023","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Sabrina Knight","language":"English","canceldate":"2023-01-05","cpa_certification":"PCP","time_zone":"2","area_code":"705","members_type":"PRO","do_id":"L25P01148","new_member_date_2":"2017-11-16","cert_status":"WITHDRAWN","phone_2":"7055425023","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"258047","intcode":"06","blocnote":"June 20 2025 vm\r\nSept 9 2025 vm\n2026 May 25 call reached voicemail.\n2026 May 25 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:07-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25P01148","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2018-06-20","last_act_type":"2023-04-28","pcl_status":"P","pcl_completion_date":"2018-03-04","pf1_status":"P","pf1_completion_date":"2018-06-24","pf2_status":"P","pf2_completion_date":"2018-11-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-12-11","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sa.knight@hotmail.com","pcl_completion_date_5":"2023-03-04","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","thewithdrawaldate":"2023-01-05","aitm_status_called":"2026-05-25T12:27:06-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1211bb58093c3c2024b181ea9a3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1211bb58093c3c2024b181ea9a3","number_of_total_call_attempts":"2"}},"seriesid":"163"}
{"contact":{"id":"36829","email":"lmhickey@gmail.com","first_name":"Lisa","last_name":"Hickey","phone":"7097388491","orgname":"Equinor Canada Ltd.","customer_acct_name":"Equinor Canada Ltd.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Lisa Hickey","language":"English","canceldate":"2023-10-03","time_zone":"1","area_code":"709","members_type":"CAND","do_id":"L25C00847","new_member_date_2":"2018-08-23","province":"NL","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"266284","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25C00847","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2021-04-21","last_act_type":"2022-07-28","pcl_status":"P","pcl_completion_date":"2018-12-02","pf1_status":"P","pf1_completion_date":"2019-05-26","pf2_status":"P","pf2_completion_date":"2020-02-09","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"lmhickey@gmail.com","pcl_completion_date_5":"2023-12-02","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
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{"contact":{"id":"36818","email":"thava2.r@gmail.com","first_name":"Thavaneswary","last_name":"Rasaratnam","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Thavaneswary Rasaratnam","language":"English","canceldate":"2024-02-03","time_zone":"2","area_code":"416","members_type":"AST","do_id":"L25A01521","new_member_date_2":"2022-12-09","phone_2":"4168479717","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"266248","intcode":"06","blocnote":"June 16 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached full voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A01521","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2019-09-09","last_act_type":"2022-09-12","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"F","pf1_completion_date":"2019-04-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-02-27","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"thava2.r@gmail.com","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:26:42-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached the contact's voicemail, which was full, and no conversation took place.","aitm_callsummarytitle":"Voicemail Full - No Contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_25153cfba9f7a5b6577548dcf14","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_25153cfba9f7a5b6577548dcf14"}},"seriesid":"163"}
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{"contact":{"id":"37677","email":"dphchowdhury@gmail.com","first_name":"Durga","last_name":"Chowdhury","phone":"3067152526","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Durga Prosad Hoom Chowdhury","language":"English","canceldate":"2024-11-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"LB2504999","new_member_date_2":"2023-09-06","phone_2":"3067152526","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"328913","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"LB2504999","last_act_type":"2023-06-09","pcl_status":"P","pcl_completion_date":"2023-12-20","pf1_status":"P","pf1_completion_date":"2024-02-05","pf2_status":"P","pf2_completion_date":"2024-02-26","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Nov 5 2025 vm\r\nLNC Dec 5 2025 not working at the moment.","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T12:54:00-05:00","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":"L25C04182","npi_email_temp":"dphchowdhury@gmail.com","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"36802","email":"aredmond936@gmail.com","first_name":"Anthony","last_name":"Redmond","phone":"2503603041","orgname":"Capital Regional District","customer_acct_name":"Capital Regional District","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Anthony Redmond","language":"English","canceldate":"2023-05-02","time_zone":"5","area_code":"250","members_type":"CORP","do_id":"","new_member_date_2":"2020-03-12","phone_2":"2508121451","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"286635","organization_id":"8297","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25C01096","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-08-27","company_paid_thru":"2027-01-31","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":"aredmond936@gmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01096","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44290","email":"debbie.elle@gmail.com","first_name":"Debbie","last_name":"Touche","phone":"4167997749","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"320206","full_name":"Debbie La Touche","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-09","paid_thru":"2025-08-31","phone_2":"4167997749","pcl_status":"P","pcl_completion_date":"2025-01-07","pf1_status":"P","pf1_completion_date":"2025-04-29","province":"ON","last_act_type":"2024-11-09","language":"English","do_id":"L25C8085","number_of_passed_courses":"2","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8085","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 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T10:37:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"debbie.elle@gmail.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"41681","email":"priyanka1218@yahoo.com","first_name":"Priyanka","last_name":"Kumari","phone":"6475682045","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":"322863","full_name":"Priyanka Kumari","lead_status":"Lapsed Member","do_id":"L25C05222","members_type":"CAND","new_member_date_2":"2024-06-26","city_1":"Ajax","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6475682045","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-06-30","canceldate":"2025-06-30","temp_do_id_for_auto_old_do_id":"L25C05222","last_act_type":"2025-06-30","pcl_status":"F","pcl_completion_date":"2024-10-09","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"LNC \/ 02 December 2025 Not interested","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T15:20:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"priyanka1218@yahoo.com","pcl_completion_date_5":"2029-10-09","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"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","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","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"38282","email":"sarge.jen@gmail.com","first_name":"Jennifer","last_name":"Sargent","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Jennifer Sargent","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P01002","new_member_date_2":"2023-04-17","cert_status":"WITHDRAWN","phone_2":"6043177812","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"239426","intcode":"06","blocnote":"June 17 2025 vm\n2026 May 25 call reached voicemail, no contact made.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:08-04:00","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25P01002","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-02-09","pcl_status":"P","pcl_completion_date":"2016-04-03","pf1_status":"P","pf1_completion_date":"2016-08-21","pf2_status":"P","pf2_completion_date":"2017-01-08","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":"sarge.jen@gmail.com","pcl_completion_date_5":"2021-04-03","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","thewithdrawaldate":"2024-06-04","aitm_status_called":"2026-05-25T15:32:10-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_081ff062cac5dce78a3ffc4ea3a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_081ff062cac5dce78a3ffc4ea3a"}},"seriesid":"163"}
{"contact":{"id":"39263","email":"murphyperry101@gmail.com","first_name":"Patricia","last_name":"Perry-Murphy","phone":"9023684306","orgname":"Province of Prince Edward Island","customer_acct_name":"Province of Prince Edward Island","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Patricia Perry-Murphy, PCP","language":"English","canceldate":"2024-11-06","cpa_certification":"PCP","time_zone":"1","area_code":"902","members_type":"CORP","new_member_date_2":"2018-09-07","cert_status":"ACTIVE","phone_2":"9022130125","province":"PE","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"266900","organization_id":"42907","intcode":"99","blocnote":"June 2 25 2025 call back next week to confirm if the membership is renewed or not","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T10:21:00-04:00","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2506541","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506541","old_int_code":"6","last_conf_date_type":"2025-06-18","last_act_type":"2026-12-01","company_paid_thru":"2026-11-30","date_of_renewal_identification":"2025-10-15","pcl_status":"P","pcl_completion_date":"2019-01-07","pf1_status":"P","pf1_completion_date":"2019-05-26","pf2_status":"P","pf2_completion_date":"2020-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-06-11","number_of_passed_courses":"4","paid_thru":"2026-11-30","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"murphyperry101@gmail.com","pcl_completion_date_5":"2024-01-07","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38257","email":"rizo71@hotmail.com","first_name":"Minerva","last_name":"Attaallah","phone":"5149672766","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Minerva Attaallah","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"514","members_type":"CAND","new_member_date_2":"2023-04-21","phone_2":"5149672766","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324130","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03550","last_act_type":"2023-08-09","pcl_status":"F","pcl_completion_date":"2023-11-27","number_of_passed_courses":"0","trc":"False","wera":"False","sendapplicationform":"2025-11-27T10:36:00-05:00","blocnote":"LNC Nov 27 2025 Envoye courriel","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:38:00-05:00","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","last_engaged_date":"2025-11-27","npi_email_temp":"rizo71@hotmail.com","pcl_completion_date_5":"2028-11-27","old_int_code":"10","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03550","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"40321","email":"lrsopher@gmail.com","first_name":"Laura","last_name":"Sopher","phone":"6047019025","orgname":"Chilliwack Bookkeeping & Payroll Services","customer_acct_name":"Chilliwack Bookkeeping & Payroll Services","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Laura Sopher","language":"English","canceldate":"2024-03-02","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P01446","new_member_date_2":"2023-01-19","cert_status":"WITHDRAWN","phone_2":"6047028729","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"291681","intcode":"03","blocnote":"July 7 2025 completed\n2026 May 25 contact answered by Christine, Laura not available","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:07-04:00","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":"Yes","membershipcostspecify":"I wouldn't pay for something that I am not using anymore","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am 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","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25P01446","temp_intcode_for_auto_old_int_code":"03","last_infoline_date_type":"2023-01-31","last_act_type":"2024-05-31","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":"2021-04-08","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"lrsopher@gmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","called_by":"Tri","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-25T14:07:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Laura but was informed by Christine that Laura was not available. The agent asked for the best date and time to reach Laura.","aitm_callsummarytitle":"Contact Not Available - Asked for Callback","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a94d7cea282f6e45ba916d6bb97","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a94d7cea282f6e45ba916d6bb97","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"45776","email":"emile.flamand@cdam.ca","first_name":"\u00c9mile","last_name":"Flamand","phone":"8199718813","orgname":"Conseil des Atikamekw de Manawan","customer_acct_name":"Conseil des Atikamekw de Manawan","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"138805","full_name":"\u00c9mile Flamand","members_type":"CORP","paid_thru":"2027-01-31","phone_2":"8199711322","organization_id":"71129","trc":"False","wera":"False","province":"QC","last_act_type":"2025-02-26","language":"French","last_infoline_date_type":"2023-11-12","extension_phone_1":"227","do_id":"L25O2595","number_of_passed_courses":"0","time_zone":"2","lead_status":"Renewed Lapsed","temp_do_id_for_auto_old_do_id":"L25O2595","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","npi_email_temp":"emile.flamand@cdam.ca","intcode":"99","temp_intcode_for_auto_old_int_code":"99","formatted_paid_thru":"31\/01\/2027","company_paid_thru":"2027-01-31","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36822","email":"izumishi@hotmail.com","first_name":"Izumi","last_name":"Shimokawara","phone":"6049307000","orgname":"Allied Blower & Sheet Metal","customer_acct_name":"Allied Blower & Sheet Metal","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Izumi Shimokawara, PCP","language":"English","canceldate":"2023-10-17","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25C01883","new_member_date_2":"2025-07-16","cert_status":"ACTIVE","phone_2":"6049300086","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"307717","paid_thru":"2027-06-30","temp_do_id_for_auto_old_do_id":"L25C01883","temp_intcode_for_auto_old_int_code":"21","extension_phone_1":"7007","last_infoline_date_type":"2026-08-01","last_act_type":"2026-05-23","pcl_status":"P","pcl_completion_date":"2022-04-10","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2024-12-10","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":"izumishi@hotmail.com","pcl_completion_date_5":"2027-04-10","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30"}},"seriesid":"163"}
{"contact":{"id":"40385","email":"kreed@csfs.org","first_name":"Kimberley","last_name":"Reed","phone":"7783498494","orgname":"Carrier Sekani Family Services","customer_acct_name":"Carrier Sekani Family Services","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"258474","full_name":"Kimberley Reed","members_type":"CORP","lead_status":"Lapsed DEL","new_member_date_2":"2024-03-22","coidnewmbrdate":"2004-12-08","city_1":"Prince George","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7783498494","pipeline_1_lapsed_members":"","blocnote":"20 March 2025 VM\n24 March 2025 VM\n26 March 2025 VM\n01 April 2025 Started talking to her about the courses then she said she can't talk - I have to call her back and continue\n03 April 2025 VM\n08 April 2025 VM\n10 April 2025 VM\n29 April 2025 VM\n30 April 2025 Completed and she will renew soon under her new job as Organization membership","dhmsfin_telemarketing_last_contacted_date":"2025-04-30T13:45:00-04:00","pipeline_2_members_only_ast":"","intcode":"2","organization_id":"9142.0","email2":"admin@hertelmeats.ca","cert_status":"ACTIVE","canceldate":"2025-05-02","nonactive_reason":"AST->CORP","cpa_certification":"PCP","temp_do_id_for_auto_old_do_id":"LB2505933","temp_intcode_for_auto_old_int_code":"2","old_do_id":"LB2505933","last_infoline_date_type":"2024-09-20","last_act_type":"2025-04-28","company_paid_thru":"2026-11-30","date_of_renewal_identification":"2025-10-15","pcl_status":"P","pcl_completion_date":"2018-06-03","pf1_status":"P","pf1_completion_date":"2019-01-04","pf2_status":"P","pf2_completion_date":"2019-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-08-14","number_of_passed_courses":"4","paid_thru":"2026-11-30","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"","last_conf_date_type":"2026-06-02","npi_email_temp":"kreed@csfs.org","pcl_completion_date_5":"2023-06-03","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"39180","email":"jenniekozak_1225@hotmail.com","first_name":"Jennie","last_name":"Kozak-Schartner","phone":"4032994921","orgname":"Checker Cabs Ltd.","customer_acct_name":"Checker Cabs Ltd.","tags":"WRA250827, 250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"full_name":"Jennie Kozak-Schartner, PCP","language":"English","time_zone":"4","area_code":"403","members_type":"PRO","new_member_date_2":"2023-08-16","phone_2":"4039234881","province":"AB","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"328084","cpa_certification":"PCP","cert_status":"ACTIVE","paid_thru":"2026-08-31","city_1":"Calgary","old_do_id":"AST2160","nonactive_reason":"CAND\/PRO\/CORP->AST","intcode":"99","date_of_renewal_identification":"2025-10-08","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2505592","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2024-07-25","last_act_type":"2025-09-30","pcl_status":"P","pcl_completion_date":"2023-12-04","pf1_status":"P","pf1_completion_date":"2024-07-24","pf2_status":"P","pf2_completion_date":"2024-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-07-18","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"jenniekozak_1225@hotmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"38427","email":"ellaqu072@gmail.com","first_name":"Jiayi","last_name":"Qu","phone":"3433638222","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jiayi Qu","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"343","members_type":"CAND","do_id":"L25C04275","new_member_date_2":"2023-09-25","phone_2":"3433638222","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329724","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04275","last_act_type":"2023-09-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:36:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ellaqu072@gmail.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"45691","email":"no-email525@ler.com","first_name":"Payroll","last_name":"Department","phone":"4385006700","orgname":"GHSAT Inc.","customer_acct_name":"GHSAT Inc.","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"322171","full_name":"Payroll Department","members_type":"CORP","paid_thru":"2023-11-30","organization_id":"284125","trc":"False","wera":"False","province":"QC","language":"English","corp_cancel_date":"2024-02-03","do_id":"L25O3849","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3849","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email525@ler.com","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","company_paid_thru":"2023-11-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41694","email":"gurpawan.chauhan@rossdown.com","first_name":"Gurpawan","last_name":"Buttar","phone":"6048566698","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"324821","full_name":"Gurpawan Buttar","lead_status":"Lapsed Member","do_id":"L25O01099","members_type":"CORP","coidnewmbrdate":"2017-11-10","city_1":"Abbotsford","language":"English","time_zone":"5","area_code":"604","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Aug 26 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T14:27:00-04:00","paid_thru":"2025-06-30","temp_do_id_for_auto_old_do_id":"L25O01099","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-06-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gurpawan.chauhan@rossdown.com","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"36849","email":"mahdizangi61@gmail.com","first_name":"Mahdi","last_name":"Zangi","phone":"6045009742","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Mahdi Zangi","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02340","new_member_date_2":"2023-11-07","phone_2":"6045009742","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"312461","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C02340","last_act_type":"2023-07-11","pcl_status":"P","pcl_completion_date":"2023-02-06","pf1_status":"P","pf1_completion_date":"2024-02-05","pf2_status":"P","pf2_completion_date":"2022-11-13","number_of_passed_courses":"3","intcode":"55","blocnote":"Nov 5 2025 vm\r\nLNC Dec 12 2025 Mahdi said that he would like to renew but has changed his name legally and would like to be contacted about changing his name with NPI.","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T13:13:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"55","trc":"True","wera":"False","old_int_code":"23","npi_email_temp":"mahdizangi61@gmail.com","pcl_completion_date_5":"2028-02-06","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"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","latest_paid_thru":"2025-05-31","company_paid_thru":"2025-05-31","corp_cancel_date":"2025-08-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44274","email":"applewu97@hotmail.com","first_name":"Qing","last_name":"Wu","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"316689","full_name":"Qing Yun Wu","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2022-09-12","paid_thru":"2027-03-31","phone_2":"6047168891","pcl_status":"P","pcl_completion_date":"2022-11-09","pf1_status":"P","pf1_completion_date":"2023-03-12","province":"BC","last_act_type":"2026-04-27","language":"English","number_of_passed_courses":"2","time_zone":"5","lead_status":"Refused","intcode":"21","temp_do_id_for_auto_old_do_id":"LB2504366","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":"L25C8069","trc":"True","wera":"False","do_id":"LB2504366","npi_email_temp":"applewu97@hotmail.com","pf2_status":"E","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"40392","email":"delias@hallmarkhousekeeping.com","first_name":"Dinumon","last_name":"Elias","phone":"4167480330","orgname":"Hallmark Housekeeping Services Inc.","customer_acct_name":"Hallmark Housekeeping Services Inc.","tags":"WR250528, npiAlert14, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Dinumon Elias","members_type":"CORP","lead_status":"Lapsed DEL","organization_id":"145821","coidnewmbrdate":"2023-03-13","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"416","extension_phone_1":"310","pipeline_1_lapsed_members":"Renewed lapsed","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"2026-05-26","individual_id":"322697","temp_do_id_for_auto_old_do_id":"LB2504919","company_paid_thru":"2026-02-28","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2504919","old_do_id":"L25O00843","npi_email_temp":"delias@hallmarkhousekeeping.com","pcl_status":"P","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","pcl_completion_date":"2026-05-20","pcl_completion_date_5":"2031-05-20","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37054","email":"gordon.middleton@experian.com","first_name":"Gordon","last_name":"Middleton","phone":"","orgname":"Experian Employer Services","customer_acct_name":"Experian Employer Services","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Gordon Middleton","language":"English","canceldate":"2025-01-07","time_zone":"3","area_code":"314","members_type":"AST","do_id":"L25A01541","new_member_date_2":"2020-11-12","phone_2":"3144789710","province":"MO","zerobounce_reason":"catch-all","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"294812","intcode":"06","blocnote":"June 13 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:42-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01541","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-11-14","last_act_type":"2023-11-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gordon.middleton@experian.com","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:36:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to the contact but went 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","session_id":"call_c89ad6e9ce61314b43a13c1db34","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c89ad6e9ce61314b43a13c1db34","mini_nps":"3","onesentencenotrenewed":"No conversation occurred as the call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine other benefits.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"37075","email":"dkpannu@gmail.com","first_name":"Daljit","last_name":"Pannu","phone":"4033305698","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Daljit Pannu","language":"English","canceldate":"2024-02-03","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01359","new_member_date_2":"2020-11-26","phone_2":"4033305698","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"295287","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25C01359","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-11","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"P","pf1_completion_date":"2021-06-21","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"dkpannu@gmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"36823","email":"simrit.1991@gmail.com","first_name":"Simrit","last_name":"Dhiman","phone":"2505193500","orgname":"Vancouver Island Health Authority","customer_acct_name":"Vancouver Island Health Authority","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Simrit Dhiman, PCP","language":"English","time_zone":"5","area_code":"250","members_type":"CORP","do_id":"","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND reached 3 years limit for renewal","intcode":"21","individual_id":"302560","temp_do_id_for_auto_old_do_id":"L25C01644","temp_intcode_for_auto_old_int_code":"21","canceldate":"2024-03-01","new_member_date_2":"2022-03-16","paid_thru":"2026-11-30","cert_status":"ACTIVE","province":"BC","cpa_certification":"PCP","phone_2":"2505142186","last_infoline_date_type":"2022-04-08","last_act_type":"2026-05-23","company_paid_thru":"2026-11-30","pcl_status":"P","pcl_completion_date":"2022-07-17","pf1_status":"P","pf1_completion_date":"2022-09-25","pf2_status":"P","pf2_completion_date":"2022-12-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-06-06","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"simrit.1991@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","corp_cancel_date":"2004-05-04","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01644","ln_entered_date":"2026-05-27","company_status":"A","organization_id":"9211"}},"seriesid":"163"}
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{"contact":{"id":"45720","email":"fbagot@lenovo.com","first_name":"Fredricka","last_name":"Bagot","phone":"9192576334","orgname":"Lenovo Canada","customer_acct_name":"Lenovo Canada","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"314148","full_name":"Fredricka Bagot","members_type":"CORP","paid_thru":"2023-05-31","organization_id":"147524","trc":"False","wera":"False","province":"NC","language":"English","corp_cancel_date":"2023-08-02","do_id":"L25O4377","number_of_passed_courses":"0","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":"L25O4377","npi_email_temp":"fbagot@lenovo.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","company_paid_thru":"2023-05-31","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"39257","email":"nanciesbiz@hotmail.com","first_name":"Nancie","last_name":"Parker","phone":"9058256123","orgname":"Regional Municipality of Halton","customer_acct_name":"Regional Municipality of Halton","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Nancie Parker, PLP","language":"English","canceldate":"2023-07-10","cpa_certification":"CPM","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2015-05-01","pds_april":"5","cert_status":"ACTIVE","phone_2":"9058157454","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"126009","organization_id":"6778","intcode":"99","blocnote":"June 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T10:16:00-04:00","pipeline_2_members_only_ast":"","pds_july":"5","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2506563","temp_intcode_for_auto_old_int_code":"99","pds_august":"5","old_do_id":"LB2506563","old_int_code":"6","pds_september":"5","last_infoline_date_type":"2019-06-11","last_conf_date_type":"2026-06-25","last_act_type":"2026-12-01","company_paid_thru":"2026-10-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2013-06-06","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":"2014-03-03","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"nanciesbiz@hotmail.com","pcl_completion_date_5":"2018-06-06","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"36950","email":"desaipinky20@gmail.com","first_name":"Pinky","last_name":"Desai","phone":"2899817342","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Pinky Desai","language":"English","canceldate":"2025-01-07","cpa_certification":"PCP","time_zone":"2","area_code":"289","members_type":"AST","do_id":"L25A01532","new_member_date_2":"2019-11-21","cert_status":"PENDING","phone_2":"2899817342","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"276459","intcode":"06","blocnote":"June 16 2025 she just want to renew\r\n21 October 2025 Sent her the e-mail again for renewal\r\nLN \/ 31 October 2025 VM\r\nLN \/ 14 November 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no human answer\n2026 May 11 voicemail reached, message left\n2026 May 11 voicemail reached, message left\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 voicemail reached, message left with callback number\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","onesentencenotrenewed":"I want to renew please send me renewal documents","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01532","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-02-11","sendapplicationform":"2025-11-10T09:39:00-05:00","last_engaged_date":"2025-10-21","pcl_status":"P","pcl_completion_date":"2019-07-09","pf1_status":"P","pf1_completion_date":"2019-08-22","pf2_status":"P","pf2_completion_date":"2019-10-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-11-21","number_of_passed_courses":"4","old_int_code":"24","trc":"True","wera":"False","npi_email_temp":"desaipinky20@gmail.com","pcl_completion_date_5":"2024-07-09","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","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","session_id":"call_198399e51e679f9f7ab16c2e1ad","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_198399e51e679f9f7ab16c2e1ad","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"44208","email":"mariam.job@outlook.com","first_name":"Mariam","last_name":"Baniameen","phone":"","orgname":"Ssense","customer_acct_name":"Ssense","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"305389","full_name":"Mariam Baniameen","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2022-08-15","paid_thru":"2025-08-31","phone_2":"5148264659","pcl_status":"P","pcl_completion_date":"2024-06-20","pf1_status":"P","pf1_completion_date":"2024-12-18","pf2_status":"F","pf2_completion_date":"2025-04-14","province":"QC","last_act_type":"2025-01-13","language":"English","pds_october":"1","number_of_passed_courses":"2","time_zone":"2","lead_status":"Refused","intcode":"21","pipeline_2_members_only_ast":"","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2506281","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C8042","trc":"True","wera":"False","pds_november":"1","do_id":"LB2506281","npi_email_temp":"mariam.job@outlook.com","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"37169","email":"ourhome2004@yahoo.com","first_name":"Janis","last_name":"Myndio","phone":"","orgname":"Surex.com","customer_acct_name":"Surex.com","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Janis Myndio","language":"English","canceldate":"2023-05-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02133","new_member_date_2":"2022-03-04","phone_2":"4033154365","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"310496","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02133","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-03","pcl_status":"P","pcl_completion_date":"2022-06-12","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ourhome2004@yahoo.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"44246","email":"dannajvillanueva@gmail.com","first_name":"Danna","last_name":"Villanueva","phone":"4034312324","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"315596","full_name":"Danna Jillian Villanueva","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-24","paid_thru":"2025-08-31","phone_2":"4034312324","pcl_status":"P","pcl_completion_date":"2022-12-11","pf1_status":"P","pf1_completion_date":"2025-01-20","pf2_status":"P","pf2_completion_date":"2025-06-10","province":"AB","last_act_type":"2025-12-22","language":"English","do_id":"L25C8055","number_of_passed_courses":"3","time_zone":"4","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8055","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"0","blocnote":"LNC Dec 4 2025 vm\r\nLNC Dec 8 2025 vm\r\nLNC Dec 17 2025 She said she has already filled in application for renewal.","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T17:05:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"13","old_int_code":"13","npi_email_temp":"dannajvillanueva@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"39692","email":"lynn710@126.com","first_name":"Yimin","last_name":"Ji","phone":"9056609740","orgname":"Oracle RMS","customer_acct_name":"Oracle RMS","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Yimin Ji","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","extension_phone_1":"1021","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25P01503","new_member_date_2":"2022-09-13","cert_status":"WITHDRAWN","phone_2":"4373338460","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"299324","intcode":"03","blocnote":"June 30 2025 vm\r\nSept 9 2025 First number no one in that division with first name Yimin or Lynn\r\n2nd number vm\n2026 May 19 call reached automated system at Oracle RMS Insurance Brokers, no human contact made.\n2026 May 19 call reached voicemail not initialized by customer\n2026 May 21 call reached automated system at Oracle RMS Insurance Brokers, no human contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:07-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25P01503","temp_intcode_for_auto_old_int_code":"03","last_act_type":"2025-01-31","pcl_status":"P","pcl_completion_date":"2021-05-10","pf1_status":"P","pf1_completion_date":"2021-06-14","pf2_status":"P","pf2_completion_date":"2021-07-05","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":"lynn710@126.com","pcl_completion_date_5":"2026-05-10","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","thewithdrawaldate":"2024-11-02","aitm_status_called":"2026-05-21T09:37:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was an outbound attempt to reach a contact at Oracle RMS Insurance Brokers, but it only connected to an automated phone system repeatedly. The agent pressed the extension 1021 multiple times but did not reach a human representative before the call ended due to maximum duration.","aitm_callsummarytitle":"Call reached automated system, no human contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No contact was reached to discuss renewal.","initialvalue":"Other","old_int_code":"06","othermemberbenefit":"No information provided due to no human contact.","prootherreasonsnottorenew":"No contact was reached to provide reasons.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_705f370ff961b1d75e170842afa","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_705f370ff961b1d75e170842afa","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"44259","email":"harsaini2597@gmail.com","first_name":"Harpreet","last_name":"Saini","phone":"6046165309","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340825","full_name":"Harpreet Saini","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-08-29","paid_thru":"2025-08-31","phone_2":"6046165309","pcl_status":"P","pcl_completion_date":"2025-07-16","province":"BC","last_act_type":"2025-10-06","language":"English","do_id":"L25C8320","number_of_passed_courses":"1","time_zone":"5","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C8320","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"06","blocnote":"LNC \/ 09 December 2025 busy call her back","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T17:03:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"harsaini2597@gmail.com","pcl_completion_date_5":"2030-07-16","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"42707","email":"vanessa_r82@hotmail.com","first_name":"Vanessa","last_name":"Ruplall","phone":"2895626071","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"144125","full_name":"Vanessa Ruplall, PLP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2025-09-08","coidnewmbrdate":"1995-05-01","city_1":"Milton","province":"ON","language":"English","time_zone":"2","area_code":"289","phone_2":"4164559619","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2017-08-08","paid_thru":"2026-08-31","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2507595","cert_status":"ACTIVE","cpa_certification":"CPM","pds_august":"3","pds_september":"3","last_infoline_date_type":"2026-08-05","last_act_type":"2026-08-05","pcl_status":"P","pcl_completion_date":"2009-08-28","pf1_status":"P","pf1_completion_date":"2010-05-12","pf2_status":"P","pf2_completion_date":"2013-08-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-02-07","number_of_passed_courses":"4","pds_october":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"3","old_do_id":"L25O01328","npi_email_temp":"vanessa_r82@hotmail.com","pcl_completion_date_5":"2014-08-28","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"45810","email":"cassandra@accuratetax.ca","first_name":"Cassandra","last_name":"Trotter","phone":"7056561200","orgname":"2473631 Ontario Inc. O\/A Accurate Accounting & Tax Services","customer_acct_name":"2473631 Ontario Inc. O\/A Accurate Accounting & Tax Services","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"325450","full_name":"Cassandra Trotter","members_type":"CORP","paid_thru":"2024-06-30","phone_2":"7057507011","organization_id":"302910","pcl_status":"P","pcl_completion_date":"2023-10-11","trc":"True","wera":"False","province":"ON","last_act_type":"2023-02-06","language":"English","corp_cancel_date":"2024-09-04","do_id":"L25O4127","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4127","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"cassandra@accuratetax.ca","pcl_completion_date_5":"2028-10-11","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","company_paid_thru":"2024-06-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44331","email":"maevegraydesign@outlook.com","first_name":"Rachel","last_name":"Agnew","phone":"9027592800","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"10.13.134.187","fields":{"individual_id":"329805","full_name":"Rachel Hamilton Agnew","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2023-09-27","paid_thru":"2025-08-31","phone_2":"9027592800","pcl_status":"P","pcl_completion_date":"2024-02-05","pf1_status":"P","pf1_completion_date":"2024-06-20","pf2_status":"P","pf2_completion_date":"2025-04-14","province":"NS","last_act_type":"2024-11-14","language":"English","do_id":"L25C8126","number_of_passed_courses":"3","time_zone":"1","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8126","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"24","blocnote":"LNC Dec 5 2025 call back\r\nLNC Dec 19 2025 She said she will be renewing today. Sent email","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T09:48:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"24","sendapplicationform":"2025-12-19T09:47:00-05:00","old_int_code":"10","npi_email_temp":"maevegraydesign@outlook.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
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{"contact":{"id":"42818","email":"dalia.garabetian@supremex.com","first_name":"Dalia","last_name":"Garabetian","phone":"5145950555","orgname":"Supremex Inc.","customer_acct_name":"Supremex Inc.","tags":"260522 Lapsed DEL","ip4":"10.13.142.57","fields":{"individual_id":"258539","full_name":"Dalia Garabetian","members_type":"CORP","lead_status":"Renewed Lapsed","organization_id":"62272","coidnewmbrdate":"2020-07-06","city_1":"Lasalle","province":"QC","language":"French","time_zone":"2","extension_phone_1":"2337","area_code":"514","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-05-31","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2504850","last_infoline_date_type":"2021-09-06","last_act_type":"2022-11-03","placeholder_email_change_date":"2025-10-21T09:20:37-04:00","regular_email_change_date":"2025-10-21T09:20:37-04:00","company_paid_thru":"2026-05-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504850","old_do_id":"L25O01342","npi_email_temp":"dalia.garabetian@supremex.com","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38447","email":"beverlyoattes@hotmail.com","first_name":"Beverly","last_name":"Oattes","phone":"6133027313","orgname":"Arnprior Family Health Team","customer_acct_name":"Arnprior Family Health Team","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Beverly Oattes, CPA-CMA","language":"English","canceldate":"2024-08-02","cpa_certification":"PCP","time_zone":"2","area_code":"613","members_type":"PRO","do_id":"L25P00774","new_member_date_2":"2012-06-26","pds_april":"5","cert_status":"WITHDRAWN","phone_2":"6133027313","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"200595","intcode":"15","blocnote":"June 18 2025 Survey completed She said she would have kept her membership as a retired person and did not have to pay fees or keep up her credits because professional development seminars and webinars are costly.\n2026 May 13 - Reached Beverly; she was at work and requested callback\n2026 May 15 call reached Beth instead of Beverly, no renewal discussion\n2026 May 15 voicemail reached, contact identified as Bev\n2026 May 19 voicemail reached, no conversation\n2026 May 19 call initiated, no conversation, user hung up","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T09:42:03-04:00","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":"Yes","membershipcostspecify":"Being retired and  on a fix income ,I could not afford professional development courses to maintain designation.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am retired.","hardtoparticipateevents":"No","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","pds_july":"5","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25P00774","temp_intcode_for_auto_old_int_code":"15","pds_august":"5","pds_september":"5","last_infoline_date_type":"2020-06-26","last_conf_date_type":"2012-07-02","last_act_type":"2024-10-31","pcl_status":"P","pcl_completion_date":"2013-02-04","pf1_status":"P","pf1_completion_date":"2013-07-23","pf2_status":"P","pf2_completion_date":"2014-10-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-10-02","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"beverlyoattes@hotmail.com","pcl_completion_date_5":"2018-02-04","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","thewithdrawaldate":"2024-08-02","aitm_status_called":"2026-05-19T09:57:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent initiated the call and asked to speak with Beverly, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call initiated but no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b179095ab0d248d2bef396dba6c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b179095ab0d248d2bef396dba6c","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"42748","email":"christenl@stepperhomes.com","first_name":"Christen","last_name":"Laycock","phone":"4036951152","orgname":"Stepper Custom Homes Inc.","customer_acct_name":"Stepper Custom Homes Inc.","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"118798","full_name":"Christen Laycock","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P02081","new_member_date_2":"2011-03-08","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"403","phone_2":"4036500963","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":"L25P02081","cert_status":"WITHDRAWN","cpa_certification":"PCP","pds_august":"10","intcode":"06","blocnote":"LN \/ 29 September 2025 Not in service\n2026-05-12 invalid phone destination, phone: +14036951152\n2026 May 12 call reached voicemail, no contact made\n2026-05-14 invalid phone destination, phone: +14036951152\n2026 May 14 - reached voicemail; no human answered\n2026-05-19 invalid phone destination, phone: +14036951152\n2026 May 19 call reached voicemail, no contact made\n2026-05-21 invalid phone destination, phone: +14036951152\n2026 May 21 call reached voicemail.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:09-04:00","temp_intcode_for_auto_old_int_code":"06","old_int_code":"08","notrenewedother":"Phone cannot be recovered","pds_september":"10","last_infoline_date_type":"2025-03-21","last_act_type":"2025-10-31","pcl_status":"P","pcl_completion_date":"2012-10-04","pf1_status":"P","pf1_completion_date":"2013-02-25","pf2_status":"P","pf2_completion_date":"2014-01-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-01-14","number_of_passed_courses":"4","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"christenl@stepperhomes.com","pcl_completion_date_5":"2017-10-04","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","thewithdrawaldate":"2025-08-02","aitm_status_called":"2026-05-21T11:52:06-04:00","number_of_call_attempts":"7","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_377090d98dc6cd4058e04e95de8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_377090d98dc6cd4058e04e95de8","npi_transcriptsummary":"The call was not answered and went to voicemail immediately.","aitm_callsummarytitle":"Voicemail reached, no answer","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","mini_nps":"3","onesentencenotrenewed":"No response; voicemail reached.","initialvalue":"Other","prootherreasonsnottorenew":"Voicemail reached; no reason provided.","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"39210","email":"raymond9999@live.com","first_name":"Raymond","last_name":"Guo","phone":"6475506599","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Raymond Guo","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"647","members_type":"CAND","new_member_date_2":"2023-04-20","phone_2":"6475506599","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"319063","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03111","last_act_type":"2023-08-17","pcl_status":"F","pcl_completion_date":"2023-08-17","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 27 November 2025 VM\r\nLNC \/ 16 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T16:40:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"raymond9999@live.com","pcl_completion_date_5":"2028-08-17","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03111","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"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","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"40376","email":"marierutzadecembre.victor@yahoo.fr","first_name":"Marie","last_name":"D\u00e9cembre","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":"335335","full_name":"Marie Rutza Victor D\u00e9cembre","members_type":"CAND","do_id":"L25C04789","lead_status":"Lapsed Member","new_member_date_2":"2024-03-12","city_1":"Saint-L\u00e9onard","province":"QC","language":"French","time_zone":"2","area_code":"514","phone_2":"5143582353","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04789","last_act_type":"2024-12-03","pcl_status":"F","pcl_completion_date":"2024-06-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"marierutzadecembre.victor@yahoo.fr","pcl_completion_date_5":"2029-06-25","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"37069","email":"sa.angelina01@gmail.com","first_name":"Angelina","last_name":"Shabir","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Angelina Shabir","language":"English","canceldate":"2023-11-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02915","new_member_date_2":"2022-09-08","phone_2":"6477867536","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316430","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":"L25C02915","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-07-09","pcl_status":"F","pcl_completion_date":"2023-01-19","pf1_status":"F","pf1_completion_date":"2023-05-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sa.angelina01@gmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"37668","email":"sher.c.thompson@gmail.com","first_name":"Shereen","last_name":"Thompson","phone":"4169945412","orgname":"Paramed Home Healthcare","customer_acct_name":"Paramed Home Healthcare","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Shereen Thompson","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C03685","new_member_date_2":"2023-06-09","phone_2":"4169945412","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"325191","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03685","last_act_type":"2023-09-06","pcl_status":"F","pcl_completion_date":"2023-10-11","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T14:36:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"sher.c.thompson@gmail.com","pcl_completion_date_5":"2028-10-11","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"40365","email":"manjeetsingh_@outlook.com","first_name":"Manjeet","last_name":"Singh","phone":"3439974939","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":"336115","full_name":"Manjeet Singh","members_type":"CAND","do_id":"L25C04778","lead_status":"Lapsed Member","new_member_date_2":"2024-04-01","city_1":"Ottawa","province":"ON","language":"English","time_zone":"2","area_code":"343","phone_2":"3439974939","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04778","last_act_type":"2024-11-29","pcl_status":"F","pcl_completion_date":"2024-08-05","pf1_status":"F","pf1_completion_date":"2024-07-24","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 02 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T13:52:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"manjeetsingh_@outlook.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"38352","email":"dawn.stevens@investnovascotia.ca","first_name":"Dawn","last_name":"Stevens-Layden","phone":"9024248674","orgname":"Invest Nova Scotia","customer_acct_name":"Invest Nova Scotia","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Dawn Stevens-Layden","language":"English","canceldate":"2025-01-07","cpa_certification":"PCP","extension_phone_1":"1137","time_zone":"1","area_code":"902","members_type":"PRO","do_id":"L25P00513","new_member_date_2":"2005-11-08","pds_april":"22","cert_status":"WITHDRAWN","phone_2":"9024620395","province":"NS","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"96628","intcode":"06","blocnote":"June 18 2025 vm\r\nSept 10 2025 vm\n2026 May 11 voicemail reached at Invest Nova Scotia for Dawn Stevens Layden\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 - Reached voicemail for Dawn Stevens Layden at Invest Nova Scotia; no message left.\n2026 May 13 - Reached voicemail; no contact.\n2026 May 15 - Reached Invest Nova Scotia IVR, unable to locate extension, operator unavailable\n2026 May 19 call reached voicemail at Invest Nova Scotia.\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail for Dawn Stevens Layden in Finance department\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T08:47:06-04:00","pds_july":"22","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25P00513","temp_intcode_for_auto_old_int_code":"06","pds_august":"22","pds_september":"22","last_conf_date_type":"2023-07-12","last_act_type":"2025-07-04","number_of_passed_courses":"0","pds_october":"22","trc":"False","wera":"False","pds_november":"22","npi_email_temp":"dawn.stevens@investnovascotia.ca","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","thewithdrawaldate":"2025-01-07","aitm_status_called":"2026-05-21T09:02:03-04:00","number_of_call_attempts":"1","npi_transcriptsummary":"The call reached voicemail and no conversation with the user 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","session_id":"call_6454c7a192de6a5c079d0a9f8d0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6454c7a192de6a5c079d0a9f8d0","mini_nps":"3","onesentencenotrenewed":"No contact was reached due to voicemail not being set up.","initialvalue":"Other","othermemberbenefit":"No information provided.","prootherreasonsnottorenew":"No contact made to determine reason.","age_range":"Preferred not to say","old_int_code":"03","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"36987","email":"alexa@macdermott.ca","first_name":"Girly","last_name":"MacDermott","phone":"7807086791","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Girly Ann Alexa MacDermott","language":"English","canceldate":"2023-03-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C00862","new_member_date_2":"2022-01-20","phone_2":"7807086791","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"269708","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C00862","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-20","pcl_status":"P","pcl_completion_date":"2019-03-03","pf1_status":"F","pf1_completion_date":"2022-05-01","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"alexa@macdermott.ca","pcl_completion_date_5":"2024-03-03","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"45775","email":"jennifer.yuen@laprairiegroup.com","first_name":"Jennifer","last_name":"Nickerson","phone":"4038520512","orgname":"LaPrairie Group of Companies","customer_acct_name":"LaPrairie Group of Companies","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"303120","full_name":"Jennifer Yuen","members_type":"CORP","paid_thru":"2025-03-31","organization_id":"198131","trc":"False","wera":"False","province":"AB","last_act_type":"2021-07-16","language":"English","corp_cancel_date":"2025-06-03","do_id":"L25O3859","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":"L25O3859","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"jennifer.yuen@laprairiegroup.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","blocnote":"May 28 ask for jamie jen or tatiana","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"36821","email":"bethmargarita@sympatico.ca","first_name":"Beth","last_name":"Gasior","phone":"5198244400","orgname":"Copperators","customer_acct_name":"Copperators","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Beth Gasior","language":"English","canceldate":"2024-04-02","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C02099","new_member_date_2":"2022-02-09","phone_2":"5198319698","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"309963","paid_thru":"2024-01-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C02099","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-04-01","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"P","pf1_completion_date":"2023-04-30","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"bethmargarita@sympatico.ca","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"45769","email":"no-email430@ler.com","first_name":"Cristina","last_name":"Berenyi","phone":"8475350468","orgname":"Acklands-Grainger","customer_acct_name":"Acklands-Grainger","tags":"LER_dummy, 251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"290273","full_name":"Cristina Berenyi","members_type":"CORP","paid_thru":"2024-08-31","organization_id":"93838","trc":"False","wera":"False","province":"MB","last_act_type":"2025-05-21","language":"English","last_infoline_date_type":"2020-04-12","corp_cancel_date":"2024-11-02","do_id":"L25O3349","number_of_passed_courses":"0","time_zone":"3","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","temp_do_id_for_auto_old_do_id":"L25O3349","npi_email_temp":"no-email430@ler.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","company_paid_thru":"2024-08-31","blocnote":"May 25 vm","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"42732","email":"sadat_azar@yahoo.com","first_name":"Azarsadat","last_name":"Baradaransadat","phone":"4168202365","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":"335880","full_name":"Azarsadat Baradaransadat","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05731","new_member_date_2":"2024-06-06","city_1":"Richmond Hill","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4168202365","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":"L25C05731","last_act_type":"2024-09-10","pcl_status":"P","pcl_completion_date":"2024-05-06","pf1_status":"P","pf1_completion_date":"2024-08-21","pf2_status":"P","pf2_completion_date":"2024-07-02","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC Nov 11 2025 vm\r\nLNC Dec 8 2025  vm\r\nLNC Dec 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:06:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"sadat_azar@yahoo.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"36856","email":"nvandervoort@swat-ab.ca","first_name":"Nicole","last_name":"Vandervoort","phone":"7805182646","orgname":"SWAT Consulting Inc.","customer_acct_name":"SWAT Consulting Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nicole Vandervoort","language":"English","canceldate":"2023-08-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01648","new_member_date_2":"2021-07-02","province":"BC","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"302725","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C01648","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-06","pcl_status":"F","pcl_completion_date":"2021-11-14","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nvandervoort@swat-ab.ca","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
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{"contact":{"id":"41792","email":"nbahab@rogers.com","first_name":"Bibi","last_name":"Bahab","phone":"4372432501","orgname":"Arthur J Gallagher (Canada) Group","customer_acct_name":"Arthur J Gallagher (Canada) Group","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"40229","full_name":"Bibi Bahab, PLP","lead_status":"Renewed Lapsed","members_type":"PRO","new_member_date_2":"2012-06-06","city_1":"Scarborough","province":"ON","language":"English","time_zone":"2","area_code":"437","phone_2":"4167326372","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 27 2025 vm\r\nrenewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:32:00-05:00","temp_do_id_for_auto_old_do_id":"LB2506605","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-10-31","organization_id":"264491","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2013-02-20","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":"2013-06-03","cpa_certification":"CPM","last_act_type":"2026-12-01","last_infoline_date_type":"2024-03-28","company_paid_thru":"2027-05-31","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","old_int_code":"24","trc":"False","wera":"False","pds_november":"3","old_do_id":"L25P01976","npi_email_temp":"nbahab@rogers.com","pcl_completion_date_5":"2018-02-20","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40374","email":"varillamich@gmail.com","first_name":"Michelle","last_name":"Varilla","phone":"2505521819","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":"332013","full_name":"Michelle Varilla","members_type":"CAND","do_id":"L25C04787","lead_status":"Lapsed Member","new_member_date_2":"2024-03-22","city_1":"Prince George","province":"BC","language":"English","time_zone":"5","area_code":"250","phone_2":"2505521819","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04787","last_act_type":"2024-06-26","pcl_status":"P","pcl_completion_date":"2024-07-03","pf1_status":"P","pf1_completion_date":"2024-10-21","number_of_passed_courses":"2","intcode":"06","blocnote":"Nov 10 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T13:29:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"varillamich@gmail.com","pcl_completion_date_5":"2029-07-03","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"40221","email":"lisawang217@gmail.com","first_name":"Qian","last_name":"Wang","phone":"6048717000","orgname":"Vancouver Community College","customer_acct_name":"Vancouver Community College","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Qian Wang, PCP","language":"English","canceldate":"2024-10-16","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2022-10-31","cert_status":"ACTIVE","phone_2":"6042669530","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","intcode":"99","onesentencenotrenewed":" ","individual_id":"318248","organization_id":"9438","blocnote":"July 7 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T12:38:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2506136","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506136","old_int_code":"6","last_act_type":"2026-05-22","company_paid_thru":"2027-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-02-23","pf1_status":"P","pf1_completion_date":"2023-03-06","pf2_status":"P","pf2_completion_date":"2023-02-26","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","npi_email_temp":"lisawang217@gmail.com","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40351","email":"leena.raja1@gmail.com","first_name":"Leena","last_name":"Raja","phone":"4168197017","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":"335594","full_name":"Leena Raja","members_type":"CAND","do_id":"L25C04764","lead_status":"Lapsed Member","new_member_date_2":"2024-03-20","city_1":"Mississauga","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4168197017","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04764","last_infoline_date_type":"2024-11-14","last_act_type":"2024-11-14","pcl_status":"P","pcl_completion_date":"2024-07-02","pf1_status":"F","pf1_completion_date":"2024-10-21","number_of_passed_courses":"1","blocnote":"Nov 18 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T09:51:00-05:00","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":"it was not beneficial for me","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"I had a lot of struggles in getting any help with my questions through the AI tool ( AskPat)","expectationsnotmet":"Yes","expectationsnotmetspecify":"I expected to get more help from them.","membershipcost":"Yes","membershipcostspecify":"It is not worth the membership fee","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"When I took the first course with them, I expected to get more help from the instructor. They were very aggressive and didn't help at all","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"2","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","trc":"True","wera":"False","npi_email_temp":"leena.raja1@gmail.com","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
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{"contact":{"id":"38669","email":"canjivlasta@hotmail.com","first_name":"Vlasta","last_name":"Canji","phone":"5197766441","orgname":"Corporation of the County of Essex","customer_acct_name":"Corporation of the County of Essex","tags":"npiAlert2, npiAlert3, npiAlert13, TMAI","ip4":"10.13.130.45","fields":{"full_name":"Vlasta Canji, PCP","language":"English","canceldate":"2024-03-02","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"PRO","new_member_date_2":"2026-05-21","pds_april":"2","cert_status":"ACTIVE","phone_2":"5199036340","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed AST","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"245116","intcode":"99","blocnote":"June 19 2025 vm\r\nSept 8 2025 vm\n2026 May 13 - Reached County of Essex automated attendant; no human answer\n2026 May 15 call reached voicemail for Tanya Fick, message left.\n2026 May 15 call reached Vlasta, call ended early without completion","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:06:44-04:00","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"AST03321","temp_intcode_for_auto_old_int_code":"99","pds_august":"2","old_int_code":"15","date_of_renewal_identification":"2026-05-28","pds_september":"3","last_infoline_date_type":"2025-02-21","last_act_type":"2026-05-21","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2016-09-11","pf1_status":"P","pf1_completion_date":"2016-10-09","pf2_status":"P","pf2_completion_date":"2016-11-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-01-10","number_of_passed_courses":"4","pds_october":"3","old_do_id":"L25P03166","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"3","npi_email_temp":"canjivlasta@hotmail.com","pcl_completion_date_5":"2021-09-11","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","ln_entered_date":"2026-05-08","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-15T11:21:46-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Vlasta and introduced themselves as calling on behalf of the National Payroll Institute regarding a lapsed Professional membership. The user expressed skepticism about whether they were speaking to a real person, and the call ended shortly after without completing the survey or renewal discussion.","aitm_callsummarytitle":"Call ended early after identity confirmation","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No renewal intent expressed as the call reached voicemail.","initialvalue":"Other","othermemberbenefit":"No interaction to determine.","prootherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","concernquestion":"Contact did not speak; automated County of Essex attendant answered and no human concern was raised.","retell_call_status":"ended","session_id":"call_c0f09b4677dc13f38b97be95edf","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c0f09b4677dc13f38b97be95edf","number_of_calls_reached":"2","ai_entered_date":"2026-05-22","telemarketing_call_date":"2026-05-15","do_id":""}},"seriesid":"163"}
{"contact":{"id":"38402","email":"panesar.harneet@gmail.com","first_name":"Harneet","last_name":"Panesar","phone":"6475252369","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Harneet Panesar","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C04493","new_member_date_2":"2023-12-04","phone_2":"6475252369","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"332111","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C04493","last_act_type":"2024-01-19","pcl_status":"P","pcl_completion_date":"2024-04-03","pf1_status":"F","pf1_completion_date":"2025-01-18","number_of_passed_courses":"1","blocnote":"LNC \/ 17 November 2025 Won't renew for now","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T09:47:00-05:00","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":"expensive","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","trc":"True","wera":"False","npi_email_temp":"panesar.harneet@gmail.com","pcl_completion_date_5":"2029-04-03","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"39243","email":"sheenavarez17@gmail.com","first_name":"Sheena","last_name":"Navarez","phone":"6479780517","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sheena Navarez","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C04374","new_member_date_2":"2023-10-24","phone_2":"6479780517","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330624","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04374","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 \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T14:59:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"sheenavarez17@gmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"44272","email":"letendre.comtois@videotron.ca","first_name":"Christiane","last_name":"Letendre","phone":"","orgname":"Giverny Capital Inc.","customer_acct_name":"Giverny Capital Inc.","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"317350","full_name":"Christiane Letendre","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2022-09-29","paid_thru":"2025-08-31","phone_2":"5148332461","pcl_status":"P","pcl_completion_date":"2023-02-06","pf1_status":"F","pf1_completion_date":"2024-03-19","province":"QC","last_act_type":"2024-05-09","language":"French","last_infoline_date_type":"2024-01-18","number_of_passed_courses":"1","time_zone":"2","lead_status":"Refused","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2506071","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C8067","trc":"True","wera":"False","do_id":"LB2506071","npi_email_temp":"letendre.comtois@videotron.ca","pcl_completion_date_5":"2028-02-06","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"44332","email":"ad.bakhssas@gmail.com","first_name":"Adil","last_name":"Bakhssas","phone":"5142886000","orgname":"MSP Operational Corp","customer_acct_name":"MSP Operational Corp","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"330810","full_name":"Adil Bakhssas","members_type":"CAND","new_member_date_2":"2024-10-08","paid_thru":"2026-08-31","phone_2":"5144313310","organization_id":"328898","pcl_status":"P","pcl_completion_date":"2024-01-24","pf1_status":"P","pf1_completion_date":"2024-08-20","pf2_status":"P","pf2_completion_date":"2024-12-18","province":"QC","last_act_type":"2026-05-02","language":"French","last_infoline_date_type":"2026-05-02","number_of_passed_courses":"3","time_zone":"2","lead_status":"Renewed Lapsed","temp_do_id_for_auto_old_do_id":"LB2504165","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-11-21","pipeline_1_lapsed_members":"Renewed lapsed","trc":"True","wera":"False","intcode":"99","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25C8127","npi_email_temp":"ad.bakhssas@gmail.com","pcl_completion_date_5":"2029-01-24","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_paid_thru":"2024-08-31","corp_cancel_date":"2024-08-20","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38338","email":"baunkelcey@gmail.com","first_name":"Kelcey","last_name":"Baun","phone":"4034204200","orgname":"TransCanada Turbines Ltd","customer_acct_name":"TransCanada Turbines Ltd","tags":"WR250521, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Kelcey Baun","language":"English","canceldate":"2023-12-02","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2022-10-17","phone_2":"4038806081","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","coidnewmbrdate":"2024-11-04","city_1":"Airdrie","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","individual_id":"317804","organization_id":"84361","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2504469","last_act_type":"2025-07-30","company_paid_thru":"2026-10-31","cert_status":"PENDING","cpa_certification":"PCP","pcl_status":"P","pcl_completion_date":"2023-02-16","pf1_status":"P","pf1_completion_date":"2023-05-25","pf2_status":"P","pf2_completion_date":"2025-10-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-09-09","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","do_id":"LB2504469","old_do_id":"L25C03035","npi_email_temp":"baunkelcey@gmail.com","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40360","email":"schermerhornkimberley@gmail.com","first_name":"Kimberley","last_name":"Schermerhorn","phone":"2364642915","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":"334776","full_name":"Kimberley Schermerhorn","members_type":"CAND","do_id":"L25C04773","lead_status":"Lapsed Member","new_member_date_2":"2024-03-20","city_1":"Duncan","province":"BC","language":"English","time_zone":"5","area_code":"236","phone_2":"2364642915","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04773","last_act_type":"2024-04-22","pcl_status":"F","pcl_completion_date":"2024-07-02","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T18:12:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"schermerhornkimberley@gmail.com","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"41757","email":"aditi.thukral@advantagecall.com","first_name":"Aditi","last_name":"Thukral","phone":"9028921585","orgname":"Advantage Communications Inc.","customer_acct_name":"Advantage Communications Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"342941","full_name":"Aditi Thukral","lead_status":"Lapsed Member","do_id":"L25O01132","members_type":"CORP","organization_id":"104818","coidnewmbrdate":"2018-07-31","city_1":"Charlottetown","province":"PE","language":"English","time_zone":"1","area_code":"902","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Aug 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T10:58:00-04:00","paid_thru":"2025-06-30","temp_do_id_for_auto_old_do_id":"L25O01132","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-09-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"aditi.thukral@advantagecall.com","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","company_paid_thru":"2025-06-30","corp_cancel_date":"2025-07-07","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37690","email":"melissa.seenarain@hotmail.com","first_name":"Umadevi","last_name":"Seenarain","phone":"4169072571","orgname":"Oxford College of Arts Business and Technology","customer_acct_name":"Oxford College of Arts Business and Technology","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Umadevi Seenarain","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C03932","new_member_date_2":"2023-09-01","phone_2":"6474542407","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327038","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C03932","last_act_type":"2023-01-09","pcl_status":"P","pcl_completion_date":"2023-11-27","pf1_status":"P","pf1_completion_date":"2023-10-24","pf2_status":"P","pf2_completion_date":"2023-11-27","number_of_passed_courses":"3","blocnote":"LNC Nov 5 2025 Survey completed I am no longer a member of NPI because I am no longer in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T11:39:00-05:00","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":"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","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":"melissa.seenarain@hotmail.com","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"38482","email":"gloria_osei@hotmail.com","first_name":"Gloria","last_name":"Osei-Appiahene","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Gloria Osei-Appiahene","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25P00777","new_member_date_2":"2015-03-06","pds_april":"1","cert_status":"WITHDRAWN","phone_2":"9053879913","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"201001","intcode":"06","blocnote":"June 18 2025 vm\n2026 May 15 call reached voicemail, no contact available\n2026 May 19 call reached voicemail, contact not available\n2026 May 21 call reached voicemail, no contact available","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:07-04:00","pds_july":"1","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25P00777","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","pds_september":"1","last_infoline_date_type":"2021-01-04","last_act_type":"2024-07-31","pcl_status":"P","pcl_completion_date":"2013-10-07","pf1_status":"P","pf1_completion_date":"2014-04-03","pf2_status":"P","pf2_completion_date":"2014-08-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-11-15","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"gloria_osei@hotmail.com","pcl_completion_date_5":"2018-10-07","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","thewithdrawaldate":"2024-05-02","aitm_status_called":"2026-05-21T10:52:06-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was made to Gloria, but the contact was not available to speak and the call went to voicemail.","aitm_callsummarytitle":"Call reached voicemail, no contact available","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_27128853843c44d2ba21b920d50","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_27128853843c44d2ba21b920d50","old_int_code":"03","mini_nps":"3","number_of_total_call_attempts":"7"}},"seriesid":"163"}
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{"contact":{"id":"39660","email":"ashley.tarbox@gmail.com","first_name":"Ashley","last_name":"Tarbox","phone":"9543317073","orgname":"UKG","customer_acct_name":"UKG","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Ashley Tarbox","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"954","members_type":"CORP","do_id":"","new_member_date_2":"2023-07-11","phone_2":"4029152787","province":"AB","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"326869","organization_id":"33788","pipeline_2_members_only_ast":"","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"L25C03913","last_act_type":"2025-04-16","company_paid_thru":"2027-02-28","pcl_status":"P","pcl_completion_date":"2023-11-06","pf1_status":"F","pf1_completion_date":"2024-05-01","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ashley.tarbox@gmail.com","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","old_do_id":"L25C03913","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"44357","email":"sara_saqib@hotmail.com","first_name":"Sara","last_name":"Moosa","phone":"6479958856","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341439","full_name":"Sara Moosa","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-08-27","paid_thru":"2025-08-31","phone_2":"6479958856","pcl_status":"P","pcl_completion_date":"2024-12-12","pf1_status":"P","pf1_completion_date":"2025-04-24","province":"ON","last_act_type":"2024-08-27","language":"English","do_id":"L25C8153","number_of_passed_courses":"2","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8153","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 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T11:08:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"sara_saqib@hotmail.com","pcl_completion_date_5":"2029-12-12","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"39173","email":"kristine.jhand@gmail.com","first_name":"Kristine","last_name":"Jhand","phone":"6478625265","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Kristine Jhand","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"647","members_type":"CAND","new_member_date_2":"2023-05-10","phone_2":"6478625265","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324882","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03655","last_act_type":"2023-08-17","pcl_status":"F","pcl_completion_date":"2023-08-17","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T14:39:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"kristine.jhand@gmail.com","pcl_completion_date_5":"2028-08-17","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03655"}},"seriesid":"163"}
{"contact":{"id":"37165","email":"acataldodias10@gmail.com","first_name":"Adriana","last_name":"Dias","phone":"4167073732","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Adriana Dias","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"416","members_type":"AST","do_id":"L25A01551","new_member_date_2":"2022-01-26","phone_2":"4167073732","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"309359","blocnote":"June 16 2025 completed\n2026 May 08 contact answered but requested to reschedule due to meeting.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:02-04:00","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":"it is very expensive","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":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25A01551","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2022-01-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"acataldodias10@gmail.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:02-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Adriana and introduced the call regarding her lapsed NPI membership. Adriana indicated she was about to enter a meeting and requested to reschedule the call. The agent agreed to arrange another time, but the call ended abruptly.","aitm_callsummarytitle":"Contact requested to reschedule call","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact was unavailable and requested to reschedule due to an upcoming meeting.","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_18f31e99640d1a8fb76d202add8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_18f31e99640d1a8fb76d202add8","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37183","email":"ibasanprincess02@gmail.com","first_name":"Princess","last_name":"Ibasan","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Princess Ann Ibasan","language":"English","canceldate":"2023-09-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C02636","new_member_date_2":"2022-07-09","phone_2":"5878303896","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314588","paid_thru":"2023-06-30","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":"L25C02636","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-07","pcl_status":"P","pcl_completion_date":"2022-09-25","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2023-02-06","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ibasanprincess02@gmail.com","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"37017","email":"mharcm2015@gmail.com","first_name":"Mary","last_name":"Siano","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mary Concepcion Siano","language":"English","canceldate":"2023-02-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01905","new_member_date_2":"2021-12-06","phone_2":"4039660159","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"307933","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01905","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-04-12","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","trc":"True","wera":"False","npi_email_temp":"mharcm2015@gmail.com","pcl_completion_date_5":"2027-02-27","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"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":"2023-07-09","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","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"45820","email":"shannon@clra.org","first_name":"Shannon","last_name":"DeMaere","phone":"7804515444","orgname":"Construction Labour Relations-Alberta","customer_acct_name":"Construction Labour Relations-Alberta","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"280450","full_name":"Shannon DeMaere","members_type":"CORP","paid_thru":"2023-10-31","organization_id":"70480","trc":"False","wera":"False","province":"AB","last_act_type":"2023-12-22","language":"English","corp_cancel_date":"2024-01-05","do_id":"L25O3355","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3355","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"shannon@clra.org","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39155","email":"liane.whetham@kuehne-nagel.com","first_name":"Liane","last_name":"Whetham","phone":"9055027776","orgname":"Kuehne + Nagel Ltd.","customer_acct_name":"Kuehne + Nagel Ltd.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Liane Whetham, PCP","language":"English","canceldate":"2023-08-25","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2018-07-06","pds_april":"6","cert_status":"ACTIVE","phone_2":"9056931680","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed DEL","pipeline_1_lapsed_members":"","individual_id":"217261","organization_id":"9432","intcode":"99","blocnote":"June 23 2025 vm\r\nSept 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T17:45:00-04:00","pipeline_2_members_only_ast":"","pds_july":"6","temp_do_id_for_auto_old_do_id":"LB2506082","temp_intcode_for_auto_old_int_code":"99","pds_august":"6","old_do_id":"LB2506082","old_int_code":"6","pds_september":"6","last_infoline_date_type":"2026-02-24","last_conf_date_type":"2024-08-21","last_act_type":"2026-02-24","company_paid_thru":"2026-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2017-10-16","pf1_status":"P","pf1_completion_date":"2017-12-18","pf2_status":"P","pf2_completion_date":"2018-03-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-08-27","number_of_passed_courses":"4","pds_october":"6","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"6","npi_email_temp":"liane.whetham@kuehne-nagel.com","pcl_completion_date_5":"2022-10-16","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41719","email":"nanomhattab@gmail.com","first_name":"Nagham","last_name":"Moussa","phone":"6136080301","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"325037","full_name":"Nagham Moussa","lead_status":"Refused","members_type":"CAND","new_member_date_2":"2023-05-15","city_1":"Ottawa","province":"ON","language":"English","time_zone":"2","area_code":"613","phone_2":"6136080301","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":"L25C05244","last_act_type":"2024-04-23","pcl_status":"P","pcl_completion_date":"2023-09-10","pf1_status":"P","pf1_completion_date":"2023-12-27","pf2_status":"P","pf2_completion_date":"2024-02-26","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC \/ 11 November 2025 VM\r\nLN \/ 12 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T09:29:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"nanomhattab@gmail.com","pcl_completion_date_5":"2028-09-10","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C05244"}},"seriesid":"163"}
{"contact":{"id":"39238","email":"1maymaggy@gmail.com","first_name":"Margaret","last_name":"Klassen","phone":"4162044705","orgname":"PSI Payroll Services Inc.","customer_acct_name":"PSI Payroll Services Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Margaret Klassen","language":"English","canceldate":"2024-08-16","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2024-05-09","phone_2":"5196971300","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"337518","organization_id":"10529","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2504128","old_do_id":"LB2504128","last_infoline_date_type":"2025-11-15","last_act_type":"2025-11-15","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-09-03","pf1_status":"P","number_of_passed_courses":"2","trc":"True","wera":"False","pf1_completion_date":"2025-11-25","npi_email_temp":"1maymaggy@gmail.com","pcl_completion_date_5":"2029-09-03","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","pf2_status":"E","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"45768","email":"cstrid@emcn.ab.ca","first_name":"Carol","last_name":"Strid","phone":"7804247709","orgname":"Edmonton Mennonite Centre for Newcomers","customer_acct_name":"Edmonton Mennonite Centre for Newcomers","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"14444","full_name":"Carol Strid","members_type":"CORP","paid_thru":"2025-09-30","organization_id":"133857","trc":"False","wera":"False","province":"AB","last_act_type":"2024-01-16","language":"English","corp_cancel_date":"2025-12-02","do_id":"L25O2594","number_of_passed_courses":"0","time_zone":"4","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":"L25O2594","npi_email_temp":"cstrid@emcn.ab.ca","formatted_paid_thru":"30\/09\/2025","company_paid_thru":"2025-09-30","latest_paid_thru":"2025-09-30","ln_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37646","email":"mcoloma1@rogers.com","first_name":"Maryanne","last_name":"Coloma","phone":"6476387752","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Maryanne Coloma","language":"English","canceldate":"2024-03-02","time_zone":"2","area_code":"647","members_type":"CAND","new_member_date_2":"2023-01-23","phone_2":"6476387752","province":"ON","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"320759","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C03238","last_act_type":"2023-01-23","pcl_status":"P","pcl_completion_date":"2023-04-30","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 14 2025 call back","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T11:18:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"mcoloma1@rogers.com","old_int_code":"10","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03238","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"37697","email":"mandy.goodwin@barrierltd.co.uk","first_name":"Mandy","last_name":"Goodwin","phone":"6046967493","orgname":"Barrier Marine Services Ltd.","customer_acct_name":"Barrier Marine Services Ltd.","tags":"International Phone","ip4":"127.0.0.1","fields":{"full_name":"Mandy Goodwin","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"604","members_type":"CAND","new_member_date_2":"2023-11-16","province":"BC","zerobounce_reason":"catch-all","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"331267","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"LB2506241","phone_2":"4478120000","extension_phone_2":"0","last_act_type":"2023-11-16","old_do_id":"L25C07960","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_status":"F","pcl_completion_date":"2024-03-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mandy.goodwin@barrierltd.co.uk","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
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{"contact":{"id":"39676","email":"cathyz143@hotmail.com","first_name":"Catherine","last_name":"Tam","phone":"6043378483","orgname":"Aritzia LP","customer_acct_name":"Aritzia LP","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Catherine Tam, PCP","language":"English","canceldate":"2024-08-30","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2018-09-24","cert_status":"ACTIVE","phone_2":"7786681068","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"258874","organization_id":"103260","intcode":"99","blocnote":"June 30 2025 vm\r\n24 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T18:37:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2504667","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2504667","old_int_code":"6","last_infoline_date_type":"2023-07-07","last_act_type":"2026-12-01","company_paid_thru":"2027-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2019-02-03","pf1_status":"P","pf1_completion_date":"2020-02-26","pf2_status":"P","pf2_completion_date":"2020-10-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-01-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"cathyz143@hotmail.com","pcl_completion_date_5":"2024-02-03","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44185","email":"moit.manana@gmail.com","first_name":"Moitheri","last_name":"Manana","phone":"4037969884","orgname":"","customer_acct_name":"","tags":"npiAlert12, NPI LN sent to TM, 251104 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"255910","full_name":"Moitheri Manana","members_type":"PRO","canceldate":"2025-11-04","new_member_date_2":"2024-09-06","paid_thru":"2025-08-31","phone_2":"4037969884","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2017-12-24","pf1_status":"P","pf1_completion_date":"2018-06-03","pf2_status":"P","pf2_completion_date":"2019-12-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-10-25","province":"AB","cpa_certification":"PCP","last_act_type":"2026-03-19","language":"English","last_infoline_date_type":"2020-12-14","do_id":"L25P2644","number_of_passed_courses":"4","time_zone":"4","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":"L25P2644","blocnote":"LN Nov 12 2025 Survey completed she is no longer in payroll. The reason for her satisfaction score of 3 is because after taking all the courses if you do not keep up your membership it is as if it does not count any more, there should be a classification for people who did the courses but no longer have membership.\n2026 May 14 - Reached uninitialized voicemail service; no message left\n2026 May 14 - Reached Moitheri, introduced NPI and lapsed membership, asked initial-value question; call ended after recording statement","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T15:03:58-04:00","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":"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":"Membership cost.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"No longer in payroll.","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"It was expensive for individual","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Strong","intcode":"15","temp_intcode_for_auto_old_int_code":"15","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"moit.manana@gmail.com","pcl_completion_date_5":"2022-12-24","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31","thewithdrawaldate":"2025-11-04","aitm_status_called":"2026-05-14T15:16:41-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent reached Moitheri and informed her about a lapsed Professional membership and began the survey, asking the initial-value question; call ended shortly after the recording\/monitoring statement with no survey responses recorded.","aitm_callsummarytitle":"Reached member, call cut after opening","onesentencenotrenewed":"Contact not reached; voicemail encountered.","initialvalue":"Other","old_int_code":"06","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Reached voicemail, no response","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_976840c9700ec7e88cbfce18c43","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_976840c9700ec7e88cbfce18c43","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"38497","email":"luyujia.grace@gmail.com","first_name":"Yujia","last_name":"Lu","phone":"9053258915","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Yujia Lu","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C04502","new_member_date_2":"2023-12-05","phone_2":"9053258915","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"332152","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C04502","last_act_type":"2023-03-12","pcl_status":"P","pcl_completion_date":"2024-02-26","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":"luyujia.grace@gmail.com","pcl_completion_date_5":"2029-02-26","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"38375","email":"lisedrincon21@gmail.com","first_name":"Yenny","last_name":"Martinez","phone":"8193986883","orgname":"Agrimetal Inc.","customer_acct_name":"Agrimetal Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Yenny Lised Rincon Martinez","language":"French","canceldate":"2024-05-02","time_zone":"2","area_code":"819","members_type":"CAND","new_member_date_2":"2023-02-24","phone_2":"8198163407","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322146","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C03327","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2024-01-22","number_of_passed_courses":"1","intcode":"21","blocnote":"6 nov 2025 bv\r\n18 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T11:39:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"lisedrincon21@gmail.com","pipeline_2_members_only_ast":"","old_int_code":"06","date_of_renewal_identification":"","old_do_id":"L25C03327","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"44215","email":"sgeorge@cityofselkirk.com","first_name":"Sarah","last_name":"George","phone":"4319771011","orgname":"City of Selkirk","customer_acct_name":"City of Selkirk","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342720","full_name":"Sarah George","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-26","paid_thru":"2025-08-31","phone_2":"4039190601","pcl_status":"F","pcl_completion_date":"2025-01-07","province":"MB","last_act_type":"2024-09-26","language":"English","do_id":"L25C8303","number_of_passed_courses":"0","time_zone":"3","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8303","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"sgeorge@cityofselkirk.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"38384","email":"irusatim@gmail.com","first_name":"Iryna","last_name":"Timofyeyeva","phone":"4032676772","orgname":"Savanna Energy Services Corp","customer_acct_name":"Savanna Energy Services Corp","tags":"npiAlert3, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Iryna Timofyeyeva, PCP","language":"English","canceldate":"2023-12-06","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2020-11-12","pds_april":"3","cert_status":"ACTIVE","phone_2":"4032887553","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"200014","organization_id":"110060","intcode":"99","blocnote":"June 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T12:39:00-04:00","pipeline_2_members_only_ast":"","pds_july":"3","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2505471","temp_intcode_for_auto_old_int_code":"99","pds_august":"3","old_do_id":"LB2505471","old_int_code":"6","pds_september":"3","last_infoline_date_type":"2026-02-26","last_conf_date_type":"2016-06-15","last_act_type":"2026-02-26","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2012-11-27","pf1_status":"P","pf1_completion_date":"2013-02-01","pf2_status":"P","pf2_completion_date":"2013-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-11-23","number_of_passed_courses":"4","date_of_renewal_identification":"","pds_october":"3","trc":"True","wera":"False","pds_november":"3","npi_email_temp":"irusatim@gmail.com","pcl_completion_date_5":"2017-11-27","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","do_id":"","company_status":"A"}},"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","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-04-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40407","email":"fadialgani@gmail.com","first_name":"Fadhila","last_name":"Algani","phone":"5149873000","orgname":"Universit\u00e9 du Qu\u00e9bec \u00e0 Montr\u00e9al","customer_acct_name":"Universit\u00e9 du Qu\u00e9bec \u00e0 Montr\u00e9al","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"336113","full_name":"Fadhila Algani","members_type":"CAND","do_id":"L25C04587","lead_status":"Lapsed Member","new_member_date_2":"2024-04-01","city_1":"Montr\u00e9al","province":"QC","language":"French","time_zone":"2","area_code":"514","phone_2":"5145863027","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04587","last_act_type":"2024-03-30","pcl_status":"F","pcl_completion_date":"2024-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fadialgani@gmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"45831","email":"jisabel@groupeperspective.com","first_name":"Jos\u00e9e","last_name":"Isabel","phone":"4186814700","orgname":"Groupe Perspective (Qu\u00e9bec) Inc.","customer_acct_name":"Groupe Perspective (Qu\u00e9bec) Inc.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"62585","full_name":"Jos\u00e9e Isabel, CPA CMA","members_type":"CORP","paid_thru":"2024-05-31","phone_2":"4189565510","organization_id":"67530","trc":"False","wera":"False","province":"QC","last_act_type":"2024-12-04","language":"French","last_infoline_date_type":"2024-12-04","corp_cancel_date":"2024-08-02","do_id":"L25O4394","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4394","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"jisabel@groupeperspective.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","company_paid_thru":"2024-05-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39696","email":"dbarillas@participationlodge.ca","first_name":"Denisse","last_name":"Barillas","phone":"5197943201","orgname":"Participation Lodge Grey Bruce","customer_acct_name":"Participation Lodge Grey Bruce","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Denisse Barillas","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"LB2504899","new_member_date_2":"2022-12-09","phone_2":"5197943201","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"319614","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"LB2504899","last_act_type":"2023-12-19","pcl_status":"P","pcl_completion_date":"2023-04-09","pf1_status":"F","pf1_completion_date":"2024-05-09","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 18 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T09:33:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03158","npi_email_temp":"dbarillas@participationlodge.ca","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"38465","email":"nishadajayasinghe@gmail.com","first_name":"Nishadh","last_name":"Jayasinghe","phone":"7786804707","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Nishadh Chathuranga Jayasinghe, HR & Admin Assistant","language":"English","canceldate":"2024-12-04","time_zone":"5","area_code":"778","members_type":"CAND","new_member_date_2":"2023-03-20","phone_2":"7786804707","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"317858","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C03046","last_act_type":"2025-03-11","pcl_status":"P","pcl_completion_date":"2023-07-18","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T12:22:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"nishadajayasinghe@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03046","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"36990","email":"nasrumn@yahoo.com","first_name":"Nadia","last_name":"Nasrum","phone":"","orgname":"Knar Jewellery","customer_acct_name":"Knar Jewellery","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nadia Nasrum","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C01902","new_member_date_2":"2022-06-02","phone_2":"5198271906","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"307924","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C01902","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-06","pcl_status":"P","pcl_completion_date":"2022-04-21","pf1_status":"P","pf1_completion_date":"2022-08-04","pf2_status":"P","pf2_completion_date":"2023-02-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"nasrumn@yahoo.com","pcl_completion_date_5":"2027-04-21","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"36891","email":"avasarah53@gmail.com","first_name":"Ava","last_name":"Mehrabani","phone":"6043967181","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ava Sarah  Mehrabani","language":"English","canceldate":"2024-01-05","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C01342","new_member_date_2":"2020-11-17","cert_status":"PENDING","phone_2":"6043967181","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"294936","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25C01342","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-11","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"P","pf1_completion_date":"2021-05-30","pf2_status":"p","pf2_completion_date":"2022-06-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-05-11","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"avasarah53@gmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"39677","email":"guervils@gmail.com","first_name":"Smarilda","last_name":"Guervil","phone":"5147871998","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Smarilda Guervil","language":"French","canceldate":"2023-03-02","cpa_certification":"SCP","time_zone":"2","area_code":"514","members_type":"PRO","new_member_date_2":"2026-03-25","cert_status":"ACTIVE","phone_2":"5148835445","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"","individual_id":"272093","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P01261","temp_intcode_for_auto_old_int_code":"21","old_int_code":"99","last_act_type":"2026-12-05","pcl_status":"P","pcl_completion_date":"2019-06-25","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":"2019-10-03","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"guervils@gmail.com","paid_thru":"2027-03-31","date_of_renewal_identification":"","old_do_id":"L25P01261","pcl_completion_date_5":"2024-06-25","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
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{"contact":{"id":"41779","email":"ritabinuya.ca@gmail.com","first_name":"Florita","last_name":"Binuya","phone":"6043564036","orgname":"B2Gold Corp.","customer_acct_name":"B2Gold Corp.","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"251845","full_name":"Florita Binuya, PLP","lead_status":"Renewed Lapsed","members_type":"CORP","new_member_date_2":"2018-03-13","city_1":"Vancouver","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"6043564036","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T12:39:00-04:00","temp_do_id_for_auto_old_do_id":"L25P03114","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-10-31","organization_id":"161656","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2018-05-06","pf1_status":"P","pf1_completion_date":"2018-07-16","pf2_status":"P","pf2_completion_date":"2018-09-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-10-02","cpa_certification":"CPM","last_act_type":"2026-04-27","last_infoline_date_type":"2026-04-27","last_conf_date_type":"2024-08-21","company_paid_thru":"2026-10-31","number_of_passed_courses":"4","date_of_renewal_identification":"2026-05-28","old_int_code":"6","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25P03114","old_do_id":"LB2506975","npi_email_temp":"ritabinuya.ca@gmail.com","pcl_completion_date_5":"2023-05-06","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","ln_entered_date":"2026-05-01","canceldate":"2026-05-02","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"44297","email":"ste.baeza@gmail.com","first_name":"Stephanie","last_name":"Pereira","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert3, 251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"326491","full_name":"Stephanie Baeza Pereira","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2023-08-28","paid_thru":"2025-08-31","phone_2":"5511985530","pcl_status":"P","pcl_completion_date":"2023-12-04","pf1_status":"F","pf1_completion_date":"2024-05-28","pf2_status":"F","pf2_completion_date":"2024-12-10","last_act_type":"2024-08-30","language":"English","extension_phone_2":"667","number_of_passed_courses":"1","time_zone":"2","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2507322","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"","old_do_id":"L25C8091","trc":"True","wera":"False","npi_email_temp":"ste.baeza@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"40343","email":"chloe.yeongmi@gmail.com","first_name":"Yeongmi","last_name":"Park","phone":"7782314853","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":"335243","full_name":"Yeongmi Park","members_type":"CAND","do_id":"L25C04756","lead_status":"Lapsed Member","new_member_date_2":"2024-03-08","city_1":"Burnaby","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7782314853","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04756","last_act_type":"2024-08-03","pcl_status":"F","pcl_completion_date":"2024-05-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T18:11:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"chloe.yeongmi@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"39215","email":"lisnic111@gmail.com","first_name":"Cristina","last_name":"Lisnic","phone":"6044922992","orgname":"BAP Acoustics Ltd.","customer_acct_name":"BAP Acoustics Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Cristina Lisnic","language":"English","canceldate":"2024-09-04","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C03858","new_member_date_2":"2023-07-12","phone_2":"2369794848","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326483","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03858","last_act_type":"2023-12-07","pcl_status":"F","pcl_completion_date":"2024-02-26","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 27 November 2025 was at work couldn't talk","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T14:53:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"lisnic111@gmail.com","pcl_completion_date_5":"2029-02-26","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"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, TMAI","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":"02","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.\n2026 May 14 - Reached voicemail of Lesley Pescott; requested caller leave name and number\n2026 May 14 - Contact Lesley Pescod confirms age 46-60; designation withdrawn 2024-10-02; email sent to lesleypescod@gmail.com - NPI contact id 39226","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T12:41:39-04:00","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":"46-60","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":"02","pds_august":"2","pds_september":"2","last_infoline_date_type":"2020-07-08","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","latest_paid_thru":"2024-07-31","thewithdrawaldate":"2024-10-02","aitm_status_called":"2026-05-14T12:56:41-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent reached Lesley to discuss her lapsed NPI Professional membership, asked survey questions, confirmed Initial-value=Advancing your payroll career, satisfaction=3, age range=46-60, and Lesley agreed to receive an email with details to reinstate her designation and exam registration link; the application email was sent during the call.","aitm_callsummarytitle":"Renewal outreach \u2014 Lesley Pescod agreed to exam info email","notrenewedwanttorenew":"Yes","initialvalue":"Career","old_int_code":"06","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_96de8034c6f84036e65aa3ba117","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_96de8034c6f84036e65aa3ba117","sendapplicationform":"2026-05-14T13:01:00-04:00","thewithdrawaldate_3_years":"2027-10-02","onesentencenotrenewed":"I can't renew my membership; I have to retake all courses.","prootherreasonsnottorenew":"I have to retake all courses","number_of_calls_reached":"1","last_engaged_date":"2026-05-15"}},"seriesid":"163"}
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{"contact":{"id":"45709","email":"msellyn@thekershehgroup.com","first_name":"Miles","last_name":"Sellyn","phone":"5143374175","orgname":"Jelli Fish Kids Inc.","customer_acct_name":"Jelli Fish Kids Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"322301","full_name":"Miles Sellyn","members_type":"CORP","paid_thru":"2023-09-30","organization_id":"306575","trc":"False","wera":"False","province":"QC","last_act_type":"2023-11-24","language":"English","corp_cancel_date":"2023-12-02","do_id":"L25O3851","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O3851","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"msellyn@thekershehgroup.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"37666","email":"jinkyfernando80@yahoo.com.ph","first_name":"Jinky","last_name":"Filio","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jinky Filio","language":"English","canceldate":"2025-01-07","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C04426","new_member_date_2":"2023-11-09","phone_2":"7806912279","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331224","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04426","last_act_type":"2023-06-11","pcl_status":"P","pcl_completion_date":"2024-02-05","pf1_status":"P","pf1_completion_date":"2024-04-23","pf2_status":"P","pf2_completion_date":"2024-05-23","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T15:30:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"jinkyfernando80@yahoo.com.ph","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"41769","email":"tatiana_avramova@yahoo.com","first_name":"Tatyana","last_name":"Avramova","phone":"6044019406","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"199375","full_name":"Tatyana Avramova","lead_status":"Lapsed Member","do_id":"L25P01962","members_type":"PRO","new_member_date_2":"2012-05-15","city_1":"New Westminster","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"6044019406","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","pds_july":"1","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2025-04-30","intcode":"06","blocnote":"Aug 27 2025 vm\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:08-04:00","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25P01962","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2012-10-04","pf1_status":"P","pf1_completion_date":"2013-02-25","pf2_status":"P","pf2_completion_date":"2013-07-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-04-08","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"tatiana_avramova@yahoo.com","pcl_completion_date_5":"2017-10-04","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","thewithdrawaldate":"2025-07-04","aitm_status_called":"2026-05-25T14:27:07-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call reached voicemail and no conversation with the contact 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","session_id":"call_0f369244576dfa6fbca69e86dfd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0f369244576dfa6fbca69e86dfd","number_of_total_call_attempts":"2"}},"seriesid":"163"}
{"contact":{"id":"37643","email":"syamkumarms1998@gmail.com","first_name":"Syamkumar","last_name":"Sivadasan","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Syamkumar Mullengal Sivadasan","language":"English","canceldate":"2023-08-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02413","new_member_date_2":"2022-06-27","phone_2":"7789228262","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"312956","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":"L25C02413","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-26","pcl_status":"P","pcl_completion_date":"2022-11-09","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"syamkumarms1998@gmail.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"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, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Marie Brewer","language":"English","time_zone":"1","area_code":"902","members_type":"PRO","phone_2":"9022921157","province":"NS","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"258947","intcode":"01","blocnote":"July 3 2025 vm\r\nLN Sept 16 2025 vm\n2026 May 11 reached voicemail at Atlantic Medical Incorporated\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 - Reached voicemail at Atlanticen Medical Incorporated; no contact\n2026 May 13 - Contact requested callback for Thursday afternoon; callback scheduled for 2026-05-14 14:00 - NPI ID not provided\n2026 May 14 - Reached voicemail; no message left\n2026 May 19 reached voicemail at Atlantic Medical Incorporated\n2026 May 19 contact declined renewal due to retirement.","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T08:37:00-04:00","temp_do_id_for_auto_old_do_id":"L25P01151","temp_intcode_for_auto_old_int_code":"01","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":"2021-09-07","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","latest_paid_thru":"2024-08-31","thewithdrawaldate":"2024-11-02","aitm_status_called":"2026-05-19T08:52:04-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Marie to discuss her lapsed Professional membership with the National Payroll Institute. Marie declined to renew, stating she retired, and chose not to participate in the survey. The call ended politely with no further action taken.","aitm_callsummarytitle":"Membership Declined Due to Retirement","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5b83fbdccaee3062af2a71017d9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5b83fbdccaee3062af2a71017d9","npi_call_back_date_and_time":"2026-05-14T14:00:00-04:00","npi_call_back_time_hour":"14","npi_call_back_time_minute":"00","old_int_code":"06","mini_nps":"3","onesentencenotrenewed":"Retired.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact not reached","age_range":"Preferred not to say","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P01151","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"41728","email":"mychie14@yahoo.com","first_name":"Leah","last_name":"Francia","phone":"4039264387","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":"337725","full_name":"Leah May Francia","lead_status":"Lapsed Member","do_id":"L25C05248","members_type":"CAND","new_member_date_2":"2024-05-15","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"403","phone_2":"4039264387","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":"L25C05248","last_act_type":"2024-05-14","pcl_status":"F","pcl_completion_date":"2024-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LNC \/ 02 December 2025 She couldn't find a job in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T15:32:00-05:00","intcode":"11","temp_intcode_for_auto_old_int_code":"11","npi_email_temp":"mychie14@yahoo.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"41758","email":"mayjus09@gmail.com","first_name":"Amy","last_name":"Justus","phone":"5873338986","orgname":"Aurora Furniture Manufacturing Ltd.","customer_acct_name":"Aurora Furniture Manufacturing Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"324778","full_name":"Amy Mariah Justus","lead_status":"Refused","members_type":"CAND","new_member_date_2":"2023-05-09","city_1":"Calgary","province":"AB","language":"English","time_zone":"5","area_code":"250","phone_2":"2505166531","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":"L25C05264","last_act_type":"2024-05-06","pcl_status":"F","pcl_completion_date":"2024-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T16:07:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"mayjus09@gmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C05264"}},"seriesid":"163"}
{"contact":{"id":"41720","email":"cschneider@leduc.ca","first_name":"Candace","last_name":"Schneider","phone":"7809808471","orgname":"City of Leduc","customer_acct_name":"City of Leduc","tags":"WR250813, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"334332","full_name":"Candace Schneider, CPHR","lead_status":"Renewed Lapsed","members_type":"CORP","organization_id":"7299","coidnewmbrdate":"1989-01-02","city_1":"Leduc","province":"AB","language":"English","time_zone":"4","area_code":"780","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","intcode":"99","blocnote":"Aug 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T11:21:00-04:00","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2504831","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_act_type":"2024-12-02","company_paid_thru":"2027-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2504831","old_do_id":"L25O01110","npi_email_temp":"cschneider@leduc.ca","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44266","email":"evawang0010@gmail.com","first_name":"Ye","last_name":"Wang","phone":"5148135868","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342064","full_name":"Ye Wang","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-13","paid_thru":"2025-08-31","phone_2":"5148135868","pcl_status":"F","pcl_completion_date":"2024-12-18","province":"QC","last_act_type":"2024-08-10","language":"French","do_id":"L25C8324","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8324","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"evawang0010@gmail.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"39266","email":"pkwonj78@gmail.com","first_name":"Won","last_name":"Park","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Won Jeong Park","language":"English","canceldate":"2024-07-03","time_zone":"4","area_code":"780","members_type":"CAND","new_member_date_2":"2023-05-11","phone_2":"7809899909","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324918","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03667","last_act_type":"2023-10-05","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-11-02","pf2_status":"P","pf2_completion_date":"2023-11-27","number_of_passed_courses":"3","intcode":"21","blocnote":"Nov 7 2025 she is not reachable by phone","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T12:55:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"pkwonj78@gmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","pipeline_2_members_only_ast":"","old_int_code":"16","date_of_renewal_identification":"","old_do_id":"L25C03667"}},"seriesid":"163"}
{"contact":{"id":"38365","email":"ahsiao22@gmail.com","first_name":"Amy","last_name":"Hsiao","phone":"7788821068","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Amy Hsiao","language":"English","canceldate":"2024-11-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C04268","new_member_date_2":"2023-09-22","phone_2":"7788821068","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329649","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04268","last_act_type":"2025-11-13","pcl_status":"F","pcl_completion_date":"2024-01-22","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T18:10:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ahsiao22@gmail.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"38509","email":"mayajelin1@gmail.com","first_name":"Maya","last_name":"Jelin","phone":"2896684081","orgname":"Quest Community Health Centre","customer_acct_name":"Quest Community Health Centre","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Maya Jelin","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"289","members_type":"CAND","do_id":"L25C04009","new_member_date_2":"2023-08-04","phone_2":"2896684081","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327683","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04009","last_act_type":"2024-01-10","pcl_status":"F","pcl_completion_date":"2023-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:43:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"mayajelin1@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"36970","email":"nicaandrino@icloud.com","first_name":"Veronica","last_name":"Andrino","phone":"9053014926","orgname":"University of Toronto","customer_acct_name":"University of Toronto","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Veronica Andrino","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"905","members_type":"CORP","do_id":"","new_member_date_2":"2022-04-01","phone_2":"4165614896","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"295140","organization_id":"21090","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C01349","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-11-14","company_paid_thru":"2026-12-31","pcl_status":"F","pcl_completion_date":"2025-03-17","number_of_passed_courses":"0","trc":"False","wera":"False","last_infoline_date_type":"2025-11-14","npi_email_temp":"nicaandrino@icloud.com","pcl_completion_date_5":"2030-03-17","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01349","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42793","email":"christa_cornelio88@hotmail.com","first_name":"Christa","last_name":"Cornelio","phone":"4167809850","orgname":"Canada Goose Inc.","customer_acct_name":"Canada Goose Inc.","tags":"Zerobounce indication, WR250820, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"239736","full_name":"Christa Cornelio, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2020-08-01","organization_id":"227676","coidnewmbrdate":"2021-06-01","city_1":"Mississauga","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4168061691","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","canceldate":"2021-09-27","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"LB2504757","cert_status":"ACTIVE","cpa_certification":"PCP","last_infoline_date_type":"2024-02-03","last_act_type":"2026-12-01","company_paid_thru":"2027-05-31","pcl_status":"P","pcl_completion_date":"2016-01-31","pf1_status":"P","pf1_completion_date":"2016-02-28","pf2_status":"P","pf2_completion_date":"2016-04-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-11-18","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504757","old_do_id":"L25O01216","npi_email_temp":"christa_cornelio88@hotmail.com","pcl_completion_date_5":"2021-01-31","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42858","email":"rebecca@deltaconstruction.ca","first_name":"Rebecca","last_name":"Warman","phone":"3069553212","orgname":"Delta Construction","customer_acct_name":"Delta Construction","tags":"250903 Update AST from Mem Portal","ip4":"0.0.0.0","fields":{"individual_id":"280517","full_name":"Rebecca Warman, PCP","members_type":"PRO","lead_status":"Not Relevant","new_member_date_2":"2019-09-13","city_1":"Saskatoon","province":"SK","language":"English","time_zone":"3","area_code":"306","phone_2":"3062291673","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2026-08-31","cert_status":"ACTIVE","blocnote":"Sept 9 2025 vm\r\nPX \/ 22 September 2025 Not working there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T14:04:00-04:00","intcode":"99","temp_do_id_for_auto_old_do_id":"LB2506921","temp_intcode_for_auto_old_int_code":"99","cpa_certification":"PCP","date_of_renewal_identification":"2025-09-17","value_help_with_complex":"No","old_int_code":"12","last_act_type":"2025-11-28","telemarketing_call_date":"2025-09-22","pcl_status":"P","pcl_completion_date":"2020-03-29","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":"2021-12-14","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"AST2140","npi_email_temp":"rebecca@deltaconstruction.ca","pcl_completion_date_5":"2025-03-29","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"37673","email":"sherylterzo@rogers.com","first_name":"Sheryl","last_name":"Terzo","phone":"9057282400","orgname":"Mackie Moving Systems","customer_acct_name":"Mackie Moving Systems","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sheryl Terzo","language":"English","canceldate":"2024-03-02","time_zone":"2","area_code":"905","members_type":"CAND","new_member_date_2":"2023-01-24","phone_2":"4169923477","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"320804","organization_id":"95732","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C03241","last_infoline_date_type":"2024-04-30","last_act_type":"2024-04-30","pcl_status":"P","pcl_completion_date":"2023-05-25","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 14 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T11:27:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"sherylterzo@rogers.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03241","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","company_paid_thru":"2024-09-30","corp_cancel_date":"2024-12-04","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"44292","email":"shardafoisy@gmail.com","first_name":"Sharda","last_name":"Foisy","phone":"5142915077","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"323234","full_name":"Sharda Foisy","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2023-09-06","paid_thru":"2025-08-31","phone_2":"5142915077","province":"QC","last_act_type":"2024-11-08","language":"French","do_id":"L25C8087","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C8087","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"shardafoisy@gmail.com","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
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{"contact":{"id":"38680","email":"belalrefai@outlook.com","first_name":"Belal","last_name":"Refai","phone":"5196205224","orgname":"BWXT Canada Ltd.","customer_acct_name":"BWXT Canada Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Belal Refai","language":"English","canceldate":"2024-04-02","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"PRO","do_id":"L25P01042","new_member_date_2":"2021-02-10","cert_status":"WITHDRAWN","phone_2":"5197226313","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"245117","intcode":"06","blocnote":"June 23 2025 vm Jordan\r\nSept 8 2025 vm\n2026 May 13 - reached voicemail\/gatekeeper: Jordan Cromwell not available\n2026 May 13 - Reached voicemail; no human answer\n2026 May 15 - reached voicemail\/gatekeeper; Cromwell not available\n2026 May 15 - reached voicemail; no contact answered.\n2026 May 19 call reached voicemail, no contact available\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail for Jordan Cromwell\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25P01042","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-01-07","pcl_status":"P","pcl_completion_date":"2016-09-11","pf1_status":"P","pf1_completion_date":"2016-10-09","pf2_status":"P","pf2_completion_date":"2016-11-06","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","npi_email_temp":"belalrefai@outlook.com","pcl_completion_date_5":"2021-09-11","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-21T09:52:07-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached the voicemail of the contact and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_549d4104487b9b1cf73df3f53d7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_549d4104487b9b1cf73df3f53d7","mini_nps":"3","onesentencenotrenewed":"Left on voicemail; no response.","initialvalue":"Other","othermemberbenefit":"Voicemail reached, no info provided.","prootherreasonsnottorenew":"Voicemail reached, no reason provided.","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"39674","email":"jeffluscombe@hotmail.com","first_name":"Jeff","last_name":"Luscombe","phone":"4033576400","orgname":"Parkland Fuel Corporation","customer_acct_name":"Parkland Fuel Corporation","tags":"250709 phone cannot be recovered, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Jeff Luscombe, PCP","language":"English","canceldate":"2024-08-27","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2020-10-27","cert_status":"ACTIVE","phone_2":"4033832963","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"139001","organization_id":"40408","intcode":"99","blocnote":"June 30 2025 Number not in service.","dhmsfin_telemarketing_last_contacted_date":"2025-06-30T11:05:00-04:00","old_int_code":"16","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2505576","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2026-05-28","old_do_id":"L25O02143","last_infoline_date_type":"2021-12-14","last_act_type":"2026-04-05","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2009-05-11","pf1_status":"P","pf1_completion_date":"2009-08-18","pf2_status":"P","pf2_completion_date":"2012-12-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-12-24","number_of_passed_courses":"4","paid_thru":"2026-08-31","trc":"True","wera":"False","do_id":"LB2505576","npi_email_temp":"jeffluscombe@hotmail.com","pcl_completion_date_5":"2014-05-11","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39681","email":"chelseabrouwer@gmail.com","first_name":"Chelsea","last_name":"Brouwer","phone":"9055236611","orgname":"Compass Community Health","customer_acct_name":"Compass Community Health","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Chelsea Brouwer","language":"English","canceldate":"2024-12-04","extension_phone_1":"3070","time_zone":"2","area_code":"905","members_type":"CAND","new_member_date_2":"2023-10-11","phone_2":"2894392236","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"328458","pipeline_2_members_only_ast":"","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"LB2504729","old_do_id":"L25C04126","last_act_type":"2026-08-04","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-02-05","pf1_status":"P","pf1_completion_date":"2026-05-27","number_of_passed_courses":"2","trc":"True","wera":"False","organization_id":"9964","npi_email_temp":"chelseabrouwer@gmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/05\/2027","company_paid_thru":"2027-02-28","latest_paid_thru":"2027-05-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37639","email":"haboush.j93@hotmail.com","first_name":"Heba","last_name":"Jamal","phone":"5195722204","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Heba Jamal","language":"English","canceldate":"2024-10-16","time_zone":"2","area_code":"437","members_type":"CAND","new_member_date_2":"2025-11-10","phone_2":"5195722204","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"328851","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2505325","last_act_type":"2025-10-11","pcl_status":"P","pcl_completion_date":"2024-04-30","pf1_status":"F","pf1_completion_date":"2024-12-24","number_of_passed_courses":"1","date_of_renewal_identification":"2025-11-12","intcode":"99","blocnote":"LNC Nov 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T11:21:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","old_int_code":"06","trc":"True","wera":"False","old_do_id":"L25C04177","npi_email_temp":"haboush.j93@hotmail.com","pcl_completion_date_5":"2029-04-30","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"39657","email":"debsteitzer@hotmail.com","first_name":"Debbie","last_name":"Miller","phone":"5873908963","orgname":"Serafina Energy Ltd.","customer_acct_name":"Serafina Energy Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Debbie Miller","language":"English","canceldate":"2024-03-02","cpa_certification":"PCP","time_zone":"4","area_code":"587","members_type":"PRO","do_id":"L25P00879","new_member_date_2":"2014-01-20","pds_april":"1","cert_status":"WITHDRAWN","phone_2":"4034613919","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"222163","intcode":"15","blocnote":"June 30 2025 vm\r\nSept 9 2025 vm\n2026 May 12 brief call with Debbie about lapsed membership, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T13:37:52-04:00","pds_july":"1","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25P00879","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","pds_september":"1","last_infoline_date_type":"2022-11-18","last_conf_date_type":"2022-06-08","last_act_type":"2024-05-31","pcl_status":"P","pcl_completion_date":"2014-06-04","pf1_status":"P","pf1_completion_date":"2014-09-25","pf2_status":"P","pf2_completion_date":"2015-05-19","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","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"debsteitzer@hotmail.com","pcl_completion_date_5":"2019-06-04","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-12T13:51:42-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_84b3f8dc7b7977b95ccdcbea014","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_84b3f8dc7b7977b95ccdcbea014","npi_transcriptsummary":"The agent reached Debbie and introduced herself, explaining the purpose of the call regarding Debbie's lapsed Professional membership. The call was brief and ended shortly after the introduction without further conversation or survey questions.","aitm_callsummarytitle":"Brief call with Debbie about lapsed membership","notrenewedwanttorenew":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"44279","email":"patel.bhavini8501@hotmail.com","first_name":"Bhavini","last_name":"Patel","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"315861","full_name":"Bhavini Patel","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2022-09-20","paid_thru":"2025-08-31","phone_2":"4312787491","pcl_status":"P","pcl_completion_date":"2023-02-06","pf1_status":"P","pf1_completion_date":"2023-05-28","pf2_status":"F","pf2_completion_date":"2023-08-23","province":"MB","last_act_type":"2024-05-09","language":"English","number_of_passed_courses":"2","time_zone":"3","lead_status":"Refused","intcode":"21","temp_do_id_for_auto_old_do_id":"LB2506783","pipeline_2_members_only_ast":"","onesentencenotrenewed":"CAND reached 3 years limit for renewal","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C8074","trc":"True","wera":"False","do_id":"LB2506783","npi_email_temp":"patel.bhavini8501@hotmail.com","pcl_completion_date_5":"2028-02-06","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"45747","email":"no-email471@ler.com","first_name":"Angela","last_name":"Lewis","phone":"2814531341","orgname":"Park Lawn Memorial Group LLC","customer_acct_name":"Park Lawn Memorial Group LLC","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"312560","full_name":"Angela Lewis","members_type":"CORP","paid_thru":"2023-04-30","organization_id":"312558","trc":"False","wera":"False","province":"TX","last_act_type":"2024-09-12","language":"English","corp_cancel_date":"2023-07-11","do_id":"L25O3595","number_of_passed_courses":"0","time_zone":"3","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3595","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email471@ler.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","company_paid_thru":"2023-04-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45844","email":"nguimont@ville.baie-comeau.qc.ca","first_name":"Nancy","last_name":"Guimont","phone":"4182968111","orgname":"Ville de Baie-Comeau","customer_acct_name":"Ville de Baie-Comeau","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"331983","full_name":"Nancy Guimont","members_type":"CORP","paid_thru":"2025-10-31","organization_id":"331984","trc":"False","wera":"False","province":"QC","language":"French","corp_cancel_date":"2025-10-28","do_id":"L25O4132","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4132","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"nguimont@ville.baie-comeau.qc.ca","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31","company_paid_thru":"2025-10-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37020","email":"rebecca.tavares@live.com","first_name":"Rebecca","last_name":"Tavares","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rebecca Tavares","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01117","new_member_date_2":"2020-09-23","phone_2":"6475507469","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"287626","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C01117","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-25","pcl_status":"P","pcl_completion_date":"2020-12-14","pf1_status":"P","pf1_completion_date":"2021-08-22","pf2_status":"F","pf2_completion_date":"2023-04-30","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"rebecca.tavares@live.com","pcl_completion_date_5":"2025-12-14","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"38461","email":"reeneteoh@gmail.com","first_name":"Sui","last_name":"Chan","phone":"7787985584","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sui Chan","language":"English","canceldate":"2024-01-05","time_zone":"5","area_code":"778","members_type":"CAND","new_member_date_2":"2023-02-28","phone_2":"7787985584","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322240","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03338","last_conf_date_type":"2023-06-06","last_act_type":"2023-08-17","pcl_status":"F","pcl_completion_date":"2023-05-17","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":"reeneteoh@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03338","pcl_completion_date_5":"2028-05-17","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
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{"contact":{"id":"42806","email":"nadali31@live.com","first_name":"Nadia","last_name":"Ali","phone":"","orgname":"Cigna Life Insurance Company of Canada","customer_acct_name":"Cigna Life Insurance Company of Canada","tags":"WR250827","ip4":"0.0.0.0","fields":{"individual_id":"34480","full_name":"Nadia Ali, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2014-06-11","city_1":"Surrey","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"6045032184","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-08-29","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2506556","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"2","pds_september":"2","last_infoline_date_type":"2020-07-02","last_act_type":"2026-04-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-08-22","number_of_passed_courses":"1","pds_october":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pds_november":"2","old_do_id":"L25P02153","npi_email_temp":"nadali31@live.com","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31"}},"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, TMAI","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":"10","blocnote":"June 18 2025 vm\r\nSept 4 2025 vm at 6474533222\r\nRenewal doralynnpatton@hotmail.com\n2026 May 12 call routed to Seneca service hub, no human reached, call disconnected due to busy queue.\n2026 May 14 - Contact reached Seneca IVR, selected service hub, requested callback, confirmed phone number 4375242727\n2026 May 19 call routed to Seneca automated service hub, no human reached.\n2026 May 21 call reached automated system and user opted for callback","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:02:05-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25P01025","temp_intcode_for_auto_old_int_code":"10","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":"03","regular_email_change_date":"2025-11-20T13:12:17-05:00","onesentencenotrenewed":"Contact was not reached and call ended without renewal discussion.","npi_email_temp":"111@111.com","pcl_completion_date_5":"2021-07-04","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","thewithdrawaldate":"2024-05-02","aitm_status_called":"2026-05-21T11:02:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was an outbound attempt to reach a human representative at Seneca's service hub. The call went through an automated menu system, and the agent waited on hold until the user opted for a callback. The call ended after the callback request was confirmed.","aitm_callsummarytitle":"Callback Requested from Automated System","notrenewedwanttorenew":"No","mini_nps":"3","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Call routed to automated system, no human contact made.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5a8656a02c14c7da8c43d231d59","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5a8656a02c14c7da8c43d231d59","number_of_calls_reached":"4"}},"seriesid":"163"}
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{"contact":{"id":"41679","email":"rachelle.kuzek@weyerhaeuser.com","first_name":"Rachelle","last_name":"Kuzek","phone":"3068651718","orgname":"Weyerhaeuser Company Ltd.","customer_acct_name":"Weyerhaeuser Company Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"324664","full_name":"Rachelle Kuzek","lead_status":"Refused","members_type":"CAND","new_member_date_2":"2023-05-08","city_1":"Hudson Bay","province":"SK","language":"English","time_zone":"3","area_code":"306","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":"L25C05220","last_act_type":"2024-07-03","pcl_status":"P","pcl_completion_date":"2023-09-15","pf1_status":"P","pf1_completion_date":"2024-05-09","number_of_passed_courses":"2","intcode":"21","blocnote":"LNC \/ 10 November 2025 Number not found","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T16:50:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","old_int_code":"16","trc":"True","wera":"False","npi_email_temp":"rachelle.kuzek@weyerhaeuser.com","pcl_completion_date_5":"2028-09-15","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","date_of_renewal_identification":"","old_do_id":"L25C05220"}},"seriesid":"163"}
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{"contact":{"id":"42774","email":"irenedaniel@gmail.com","first_name":"Irene","last_name":"Daniel","phone":"9057374756","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"41809","full_name":"Irene Daniel, CPP","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P02095","new_member_date_2":"2009-06-02","city_1":"Richmond Hill","province":"ON","language":"English","time_zone":"2","area_code":"905","phone_2":"9057374756","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":"L25P02095","cert_status":"WITHDRAWN","cpa_certification":"CPM","pds_august":"9","intcode":"06","blocnote":"LN \/ 30 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-30T09:51:00-04:00","temp_intcode_for_auto_old_int_code":"06","pds_september":"9","last_infoline_date_type":"2024-12-20","last_conf_date_type":"2007-07-03","last_act_type":"2025-10-31","number_of_passed_courses":"0","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"irenedaniel@gmail.com","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"41686","email":"hr@rossdown.com","first_name":"Catherine","last_name":"Heidenburg","phone":"6048566698","orgname":"Rossdown Farms Ltd.","customer_acct_name":"Rossdown Farms Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"219997","full_name":"Catherine Von Heidenburg","lead_status":"Lapsed Member","do_id":"L25O01095","members_type":"CORP","organization_id":"221067","coidnewmbrdate":"2017-11-10","city_1":"Abbotsford","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"6043145884","extension_phone_1":"215","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Aug 26 2025 vm payroll Julie B.","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T14:23:00-04:00","paid_thru":"2025-06-30","temp_do_id_for_auto_old_do_id":"L25O01095","temp_intcode_for_auto_old_int_code":"6","cert_status":"WITHDRAWN","cpa_certification":"PCP","pds_august":"2","pds_september":"2","last_infoline_date_type":"2020-12-17","last_act_type":"2024-08-20","pcl_status":"P","pcl_completion_date":"2014-08-08","pf1_status":"P","pf1_completion_date":"2015-02-06","pf2_status":"P","pf2_completion_date":"2015-05-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-03-08","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"hr@rossdown.com","pcl_completion_date_5":"2019-08-08","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","company_paid_thru":"2025-06-30","corp_cancel_date":"2025-06-27","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45819","email":"no-email392@ler.com","first_name":"Lori","last_name":"Witmer","phone":"6048503523","orgname":"Vancouver Career College","customer_acct_name":"Vancouver Career College","tags":"LER_dummy, 251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"244884","full_name":"Lori Witmer","members_type":"CORP","paid_thru":"2025-06-30","organization_id":"210564","trc":"False","wera":"False","province":"BC","last_act_type":"2018-02-05","language":"English","corp_cancel_date":"2025-09-03","do_id":"L25O3096","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3096","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email392@ler.com","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","company_paid_thru":"2025-06-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37714","email":"tracey@opthuman.com","first_name":"Tracey","last_name":"Radloff","phone":"4038622605","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Tracey Radloff","language":"English","canceldate":"2024-04-01","cpa_certification":"CPM","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P00464","new_member_date_2":"2023-04-04","pds_april":"6","cert_status":"WITHDRAWN","phone_2":"4038622605","province":"AB","zerobounce_reason":"catch-all","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"67898","intcode":"06","blocnote":"16 June 2025 VM\r\nLN \/ 18 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T11:30:00-04:00","pds_july":"6","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25P00464","temp_intcode_for_auto_old_int_code":"6","pds_august":"6","pds_september":"6","last_infoline_date_type":"2021-07-06","last_act_type":"2024-06-30","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"tracey@opthuman.com","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
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{"contact":{"id":"41766","email":"maria_nantha@hotmail.com","first_name":"Maria","last_name":"Ananthamoorthy","phone":"4167236928","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":"338235","full_name":"Maria Ananthamoorthy","lead_status":"Lapsed Member","do_id":"L25C05269","members_type":"CAND","new_member_date_2":"2024-05-30","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4166691360","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":"L25C05269","last_act_type":"2024-05-29","pcl_status":"P","pcl_completion_date":"2024-08-26","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T13:16:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"maria_nantha@hotmail.com","pcl_completion_date_5":"2029-08-26","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
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{"contact":{"id":"39211","email":"rivergirl@shaw.ca","first_name":"Edith","last_name":"Reimer","phone":"6048820808","orgname":"Berezan Hospitality","customer_acct_name":"Berezan Hospitality","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Edith Reimer","language":"English","canceldate":"2023-01-05","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","new_member_date_2":"2020-11-05","cert_status":"WITHDRAWN","phone_2":"6046133775","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"266444","intcode":"21","blocnote":"June 25 2025 Edith no longer works there\n2026 May 25 contact Tony answered, stated no longer in role and not renewing membership.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:08-04:00","old_int_code":"01","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25P01219","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-05-04","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":"2018-11-27","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"rivergirl@shaw.ca","pcl_completion_date_5":"2023-10-21","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","thewithdrawaldate":"2023-01-05","aitm_status_called":"2026-05-25T14:07:08-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Tony, who confirmed he no longer maintains the membership due to a role change and ended the call quickly. The agent acknowledged the change but was unable to complete the survey or renewal discussion.","aitm_callsummarytitle":"Contact no longer in role, declined renewal","notrenewedwanttorenew":"No","onesentencenotrenewed":"PRO reached 3 years limit for renewal","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_do_id":"L25P01219","session_id":"call_88f3d2d1f546d08cc63e5b16ac6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_88f3d2d1f546d08cc63e5b16ac6","number_of_total_call_attempts":"1","number_of_calls_reached":"1","ln_entered_date":"2026-05-27"}},"seriesid":"163"}
{"contact":{"id":"42690","email":"snichols@adaptcouncil.org","first_name":"Sarah","last_name":"Nichols","phone":"8007693272","orgname":"Agricultural Adaptation Council","customer_acct_name":"Agricultural Adaptation Council","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"325765","full_name":"Sarah Nichols, CPA","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01320","coidnewmbrdate":"2009-07-16","city_1":"Guelph","language":"English","time_zone":"2","extension_phone_1":"213","area_code":"800","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25O01320","intcode":"03","blocnote":"LN \/ 30 September 2025 She moved to a sister company - she will call them and ask if someone else would be in the membership or if they want her to continue - will call her back to see if I send her the application for renewal or someone else","dhmsfin_telemarketing_last_contacted_date":"2025-09-30T09:31:00-04:00","temp_intcode_for_auto_old_int_code":"03","last_infoline_date_type":"2023-10-16","last_act_type":"2026-04-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"snichols@adaptcouncil.org","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","company_paid_thru":"2025-05-31","corp_cancel_date":"2025-08-02"}},"seriesid":"163"}
{"contact":{"id":"39663","email":"venditti.samantha@gmail.com","first_name":"Samantha","last_name":"Girhiny","phone":"6475608605","orgname":"Connect CPA LLP","customer_acct_name":"Connect CPA LLP","tags":"npiAlert3, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Samantha Girhiny, PCP","language":"English","canceldate":"2024-02-14","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"CORP","new_member_date_2":"2022-04-21","cert_status":"ACTIVE","phone_2":"2896961586","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","intcode":"99","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"","individual_id":"298968","organization_id":"295218","blocnote":"June 30 2025 vm\r\nSept 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T14:14:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2507606","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2507606","old_int_code":"6","last_infoline_date_type":"2025-03-18","last_act_type":"2026-12-01","company_paid_thru":"2026-10-31","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2021-04-26","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2021-06-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-09-29","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"venditti.samantha@gmail.com","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","do_id":"","company_status":"A"}},"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":"2021-02-11","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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"39723","email":"winnie.wong@ontariohealthathome.ca","first_name":"Winnie","last_name":"Wong","phone":"4162222241","orgname":"Ontario Health At Home","customer_acct_name":"Ontario Health At Home","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Winnie Wong, PLP","language":"English","canceldate":"2024-11-22","cpa_certification":"CPM","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2016-01-05","pds_april":"10","cert_status":"ACTIVE","phone_2":"4168191618","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"34284","organization_id":"9569","intcode":"99","blocnote":"June 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-30T13:26:00-04:00","pipeline_2_members_only_ast":"","pds_july":"10","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2507672","temp_intcode_for_auto_old_int_code":"99","pds_august":"10","old_do_id":"LB2507672","old_int_code":"6","pds_september":"10","last_infoline_date_type":"2025-02-12","last_act_type":"2026-12-01","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","pds_october":"10","trc":"False","wera":"False","pds_november":"10","npi_email_temp":"winnie.wong@ontariohealthathome.ca","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44377","email":"dingyu929@gmail.com","first_name":"Yu","last_name":"Ding","phone":"5879696878","orgname":"OpenSky Living Inc.","customer_acct_name":"OpenSky Living Inc.","tags":"251104 New Lapsed","ip4":"10.13.141.210","fields":{"individual_id":"342391","full_name":"Yu Ding","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-17","paid_thru":"2025-08-31","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2025-01-07","pf1_status":"P","pf1_completion_date":"2025-01-18","pf2_status":"P","pf2_completion_date":"2025-06-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-06-27","province":"AB","cpa_certification":"PCP","last_act_type":"2025-06-27","language":"English","do_id":"L25C8173","number_of_passed_courses":"4","time_zone":"4","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8173","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"True","sendapplicationform":"2025-12-04T13:14:00-05:00","blocnote":"LNC \/ 04 December 2025 Sent application for renewal","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T13:14:00-05:00","intcode":"24","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"24","last_engaged_date":"2025-12-05","npi_email_temp":"dingyu929@gmail.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"37175","email":"heshie7@gmail.com","first_name":"Heshani","last_name":"Makalande","phone":"4167085819","orgname":"Baffinland Iron Mines","customer_acct_name":"Baffinland Iron Mines","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Heshani Makalande","language":"English","canceldate":"2023-04-04","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C00881","new_member_date_2":"2021-05-12","cert_status":"PENDING","phone_2":"4167085819","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"271818","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25C00881","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-07-11","last_act_type":"2022-07-11","pcl_status":"P","pcl_completion_date":"2019-04-15","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":"2021-09-14","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"heshie7@gmail.com","pcl_completion_date_5":"2024-04-15","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"42825","email":"robyn.ross@clkingston.ca","first_name":"Robyn","last_name":"Ross","phone":"6132170873","orgname":"Community Living Kingston and District","customer_acct_name":"Community Living Kingston and District","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"87039","full_name":"Robyn Ross","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P02124","new_member_date_2":"2015-06-09","city_1":"Battersea","province":"ON","language":"English","time_zone":"2","area_code":"613","phone_2":"6132170873","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":"L25P02124","cert_status":"WITHDRAWN","cpa_certification":"PCP","pds_august":"2","blocnote":"LN \/ 30 September 2025 Survey completed - she is retiring soon\n2026 May 25 contact declined renewal due to retirement.\n2026 May 26 call started but ended shortly after introduction, no further interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-26T10:07:31-04:00","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":"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":"expensive","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"didn't use it","careerchange":"Yes","careerchangespecify":"retired","hardtoparticipateevents":"No","mini_nps":"4","age_range":"61+","selfpayrollproficiency":"Strong","intcode":"15","temp_intcode_for_auto_old_int_code":"15","pds_september":"2","last_infoline_date_type":"2024-02-01","last_conf_date_type":"2022-06-07","last_act_type":"2025-10-31","pcl_status":"P","pcl_completion_date":"2016-01-31","pf1_status":"P","pf1_completion_date":"2016-05-23","pf2_status":"P","pf2_completion_date":"2018-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-12-02","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"robyn.ross@clkingston.ca","pcl_completion_date_5":"2021-01-31","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","thewithdrawaldate":"2025-08-02","aitm_status_called":"2026-05-26T10:07:31-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent introduced herself and stated the purpose of the call regarding the lapsed Professional membership, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call ended after introduction","onesentencenotrenewed":"Contact is heading towards retirement and does not wish to renew.","initialvalue":"Stay Current","npi_voicemaildetection":"No","ivrdetector":"No","date_of_renewal_identification":"","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_do_id":"L25P02124","session_id":"call_d642be529b65df80f3006aab7a2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d642be529b65df80f3006aab7a2","number_of_total_call_attempts":"2","number_of_calls_reached":"2","ln_entered_date":"2026-05-26","called_by":"AC Automation","old_int_code":"01"}},"seriesid":"163"}
{"contact":{"id":"39303","email":"yingwaihong24@gmail.com","first_name":"Ying","last_name":"Hong","phone":"","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Ying Wai Hong","language":"English","canceldate":"2024-09-05","cpa_certification":"PCP","time_zone":"2","area_code":"613","members_type":"PRO","do_id":"L25P00590","new_member_date_2":"2008-02-07","pds_april":"7","cert_status":"WITHDRAWN","phone_2":"6138343452","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"126680","intcode":"03","blocnote":"June 25 2025 vm\n2026 May 25 call reached contact but no conversation, email requested to be sent instead","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:07-04:00","pds_july":"7","temp_do_id_for_auto_old_do_id":"L25P00590","temp_intcode_for_auto_old_int_code":"03","pds_august":"7","pds_september":"7","last_act_type":"2024-04-12","pcl_status":"P","pcl_completion_date":"2008-06-09","pf1_status":"P","pf1_completion_date":"2008-10-18","pf2_status":"P","pf2_completion_date":"2009-03-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-04-28","number_of_passed_courses":"4","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"yingwaihong24@gmail.com","pcl_completion_date_5":"2013-06-09","thewithdrawaldate":"2024-09-05","aitm_status_called":"2026-05-25T13:32:08-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called Ying regarding her past membership with the National Payroll Institute but was unable to speak directly with her. The contact requested that information be sent via email instead of continuing the call.","aitm_callsummarytitle":"Contact requested email instead of 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","session_id":"call_850cc3a7899841a898755adf2c0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_850cc3a7899841a898755adf2c0","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"36962","email":"landry.ncm@gmail.com","first_name":"Nicole","last_name":"Landry","phone":"","orgname":"March\u00e9 Philat\u00e9lique de Montr\u00e9al","customer_acct_name":"March\u00e9 Philat\u00e9lique de Montr\u00e9al","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Nicole Landry","language":"French","canceldate":"2025-02-04","cpa_certification":"SCP","time_zone":"2","area_code":"450","members_type":"AST","do_id":"L25A01533","new_member_date_2":"2019-12-18","cert_status":"PENDING","phone_2":"4506793009","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"279786","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25A01533","last_act_type":"2023-01-12","pcl_status":"P","pcl_completion_date":"2019-10-29","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2020-02-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-12-19","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"landry.ncm@gmail.com","pcl_completion_date_5":"2024-10-29","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:31-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:31-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1"}},"seriesid":"163"}
{"contact":{"id":"37713","email":"contact@geminibooks.ca","first_name":"Lori","last_name":"Boudreau","phone":"7057948156","orgname":"Gemini Books","customer_acct_name":"Gemini Books","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Lori Boudreau","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"705","members_type":"CAND","new_member_date_2":"2023-04-05","phone_2":"7057948156","province":"ON","zerobounce_reason":"do_not_mail","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323511","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03487","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 \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T14:53:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"contact@geminibooks.ca","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03487","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"44364","email":"sarabi.nazhat@gmail.com","first_name":"Nazhat","last_name":"Sarabi","phone":"4169896463","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340368","full_name":"Nazhat Sarabi","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-10","paid_thru":"2025-08-31","phone_2":"4169896463","pcl_status":"P","pcl_completion_date":"2024-11-19","pf1_status":"P","pf1_completion_date":"2025-01-18","pf2_status":"P","pf2_completion_date":"2024-10-21","province":"ON","last_act_type":"2025-10-22","language":"English","do_id":"L25C8160","number_of_passed_courses":"3","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8160","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"01","blocnote":"LNC Dec 4 2025 vm\r\nLNC Dec 16 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T11:20:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","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 did not get a payroll position.","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":"Financial factors","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I thought I would have been able to get a job with courses and then be able to meet work experience requirements.","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"06","npi_email_temp":"sarabi.nazhat@gmail.com","pcl_completion_date_5":"2029-11-19","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"37663","email":"akim718@gmail.com","first_name":"Angela","last_name":"Kim","phone":"6042947203","orgname":"City of Burnaby","customer_acct_name":"City of Burnaby","tags":"npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Angela Kim, PCP","language":"English","canceldate":"2023-12-14","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2023-01-24","cert_status":"ACTIVE","phone_2":"7785543090","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"320796","organization_id":"6976","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"L25O01398","date_of_renewal_identification":"","old_do_id":"L25O01398","last_act_type":"2024-04-30","company_paid_thru":"2026-06-30","intcode":"10","blocnote":"LN Oct 16 2025 Angela Kim said will remind manager to renew membership","dhmsfin_telemarketing_last_contacted_date":"2025-10-16T17:02:00-04:00","temp_intcode_for_auto_old_int_code":"10","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"P","pf1_completion_date":"2023-09-25","pf2_status":"P","pf2_completion_date":"2024-01-22","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","npi_email_temp":"akim718@gmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","corp_cancel_date":"2001-02-02","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"45856","email":"cafortin@upa.qc.ca","first_name":"Carole","last_name":"Fortin","phone":"4185425666","orgname":"F\u00e9d\u00e9ration de l'UPA du Saguenay Lac St-Jean","customer_acct_name":"F\u00e9d\u00e9ration de l'UPA du Saguenay Lac St-Jean","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"274469","full_name":"Carole Fortin","members_type":"CORP","paid_thru":"2024-03-31","organization_id":"274468","trc":"False","wera":"False","province":"QC","last_act_type":"2023-05-16","language":"French","last_infoline_date_type":"2022-06-17","corp_cancel_date":"2024-06-04","extension_phone_1":"215","do_id":"L25O3100","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3100","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"cafortin@upa.qc.ca","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","company_paid_thru":"2024-03-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38522","email":"karjim123@bell.net","first_name":"Karen","last_name":"Travis","phone":"5197430121","orgname":"Village on the Thames","customer_acct_name":"Village on the Thames","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Karen Travis","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"PRO","do_id":"L25P01026","new_member_date_2":"2016-03-18","cert_status":"WITHDRAWN","phone_2":"5193448829","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"241952","intcode":"0","blocnote":"June 18 2025 no longer there\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 contact answered but Karen Travis is no longer at this number","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T09:42:01-04:00","old_int_code":"08","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25P01026","temp_intcode_for_auto_old_int_code":"08","last_conf_date_type":"2020-06-17","last_act_type":"2024-07-31","pcl_status":"P","pcl_completion_date":"2016-07-04","pf1_status":"P","pf1_completion_date":"2019-09-03","pf2_status":"P","pf2_completion_date":"2020-01-12","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","npi_email_temp":"karjim123@bell.net","pcl_completion_date_5":"2021-07-04","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","thewithdrawaldate":"2024-05-02","aitm_status_called":"2026-05-19T09:42:01-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Karen Travis but was informed by the respondent at Village on the Thames that Karen is no longer there. The agent requested updated contact information but the call ended shortly after.","aitm_callsummarytitle":"Contact Not Available - Wrong Number","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_04bae36617e28c8fc704291035c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_04bae36617e28c8fc704291035c","notrenewedwanttorenew":"No","mini_nps":"3","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37019","email":"sharilaubenstein@gmail.com","first_name":"Shari","last_name":"Laubenstein","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Shari Laubenstein, CPA","language":"English","canceldate":"2024-04-02","time_zone":"4","area_code":"403","members_type":"AST","new_member_date_2":"2023-02-02","phone_2":"4032400334","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"286995","intcode":"01","blocnote":"June 13 2025 vm\n2026 May 08 voicemail reached, no message left\n2026 May 11 callback scheduled for after 3 PM\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 contact declined renewal, reason no longer working in payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T13:06:43-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25A01538","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2023-05-15","last_act_type":"2024-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sharilaubenstein@gmail.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T13:06:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent contacted Shari regarding her lapsed Associate membership with the National Payroll Institute and conducted a brief survey about her membership experience. Shari indicated she initially joined for help with complex payroll compliance issues, rated her satisfaction as average, and declined to renew because she is no longer working in payroll. The call concluded politely with the agent thanking her.","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","session_id":"call_b01f8c607f2d2a27cb69b60403c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b01f8c607f2d2a27cb69b60403c","npi_call_back_date_and_time":"2026-05-11T15:00:00-04:00","npi_call_back_time_hour":"15","npi_call_back_time_minute":"00","mini_nps":"3","old_int_code":"06","onesentencenotrenewed":"No longer working in payroll.","initialvalue":"Help with Complex","age_range":"46-60","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01538","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"39680","email":"jennifermperalta@gmail.com","first_name":"Jennifer","last_name":"Peralta","phone":"7802322212","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jennifer Peralta","language":"English","canceldate":"2024-10-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C03916","new_member_date_2":"2023-07-24","phone_2":"7802322212","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326885","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C03916","last_infoline_date_type":"2023-10-19","last_act_type":"2024-02-07","pcl_status":"F","pcl_completion_date":"2023-11-06","pf1_status":"F","pf1_completion_date":"2024-02-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T12:13:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jennifermperalta@gmail.com","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"37700","email":"leederkc@mcmaster.ca","first_name":"Katelyn","last_name":"Leeder","phone":"9055259140","orgname":"McMaster University","customer_acct_name":"McMaster University","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Katelyn Leeder, PCP","language":"English","canceldate":"2024-07-31","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2023-09-07","cert_status":"ACTIVE","phone_2":"6135455289","province":"ON","zerobounce_reason":"catch-all","lead_status":"Lapsed DEL","pipeline_1_lapsed_members":"","individual_id":"328978","organization_id":"5044","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2506048","old_do_id":"LB2506048","last_conf_date_type":"2026-06-02","last_act_type":"2024-11-29","company_paid_thru":"2026-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-12-18","pf1_status":"P","pf1_completion_date":"2024-04-15","pf2_status":"P","pf2_completion_date":"2024-08-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-10-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"leederkc@mcmaster.ca","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","do_id":"","company_status":"A"}},"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":"2024-08-07","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","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"39642","email":"missyd111@hotmail.com","first_name":"Michelle","last_name":"Runge","phone":"4036890353","orgname":"","customer_acct_name":"","tags":"npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Michelle Runge","language":"English","canceldate":"2025-01-07","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","new_member_date_2":"2021-11-05","pds_april":"9","cert_status":"WITHDRAWN","phone_2":"4036890353","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"138426","intcode":"01","blocnote":"June 27 2025 Survey completed She stop because she lost her job.\n2026 May 14 - Reached voicemail; no message left\n2026 May 14 - Reached voicemail; no message left\n2026 May 19 call reached voicemail, no human interaction\n2026 May 19 call reached voicemail, Michelle not available\n2026 May 21 contact declined renewal due to job loss and completed survey","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:08-04:00","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":"Yes","membershipcostspecify":"I lost my job.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am not working.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"46-60","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"9","paid_thru":"2025-10-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P02594","temp_intcode_for_auto_old_int_code":"01","pds_august":"9","pds_september":"9","last_act_type":"2026-06-02","old_do_id":"L25P02594","pcl_status":"P","pcl_completion_date":"2009-03-09","pf1_status":"P","pf1_completion_date":"2010-01-18","pf2_status":"P","pf2_completion_date":"2019-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-06-28","number_of_passed_courses":"4","pds_october":"9","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"9","npi_email_temp":"missyd111@hotmail.com","pcl_completion_date_5":"2014-03-09","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31","thewithdrawaldate":"2025-01-07","aitm_status_called":"2026-05-21T11:37:08-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent spoke with Michelle regarding her lapsed Professional membership with the National Payroll Institute. Michelle shared that she initially joined for gaining payroll designation and rated her satisfaction as very high. She declined to renew due to job loss but agreed to complete the survey questions.","aitm_callsummarytitle":"Membership renewal declined due to job loss","notrenewedwanttorenew":"No","onesentencenotrenewed":"I lost my job.","initialvalue":"Designation","othermemberbenefit":"Not provided","old_int_code":"06","prootherreasonsnottorenew":"Contact not reached","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cd6c380b8a59512f6db5915f23d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cd6c380b8a59512f6db5915f23d","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"44388","email":"mehta.diksha15@gmail.com","first_name":"Diksha","last_name":"Mehta","phone":"","orgname":"People 2.0 Workforce","customer_acct_name":"People 2.0 Workforce","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"339140","full_name":"Diksha Mehta","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-06","paid_thru":"2025-08-31","phone_2":"4168808374","pcl_status":"F","pcl_completion_date":"2024-11-19","province":"ON","last_act_type":"2024-06-09","language":"English","do_id":"L25C8184","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8184","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"mehta.diksha15@gmail.com","pcl_completion_date_5":"2029-11-19","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"44392","email":"amanda@prothena.ca","first_name":"Amanda","last_name":"Zarate","phone":"4036894004","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341916","full_name":"Amanda Zarate","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-12","paid_thru":"2025-08-31","phone_2":"4036894004","pcl_status":"P","pcl_completion_date":"2025-01-07","province":"AB","last_act_type":"2025-02-10","language":"English","do_id":"L25C8188","number_of_passed_courses":"1","time_zone":"4","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8188","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"06","blocnote":"LNC Dec 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:03:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"amanda@prothena.ca","pcl_completion_date_5":"2030-01-07","latest_paid_thru":"2025-08-31","formatted_paid_thru":"31\/08\/2025"}},"seriesid":"163"}
{"contact":{"id":"44359","email":"yesfahad@hotmail.com","first_name":"Syed","last_name":"Ali","phone":"","orgname":"M & M Employment Inc.","customer_acct_name":"M & M Employment Inc.","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341540","full_name":"Syed Fahad Ali","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-08-29","paid_thru":"2026-08-31","phone_2":"6472062062","pcl_status":"P","pcl_completion_date":"2026-03-31","province":"ON","last_act_type":"2025-11-19","language":"English","number_of_passed_courses":"1","time_zone":"2","lead_status":"Renewed Lapsed","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2507714","date_of_renewal_identification":"2025-11-21","pipeline_1_lapsed_members":"Renewed lapsed","trc":"True","wera":"False","intcode":"99","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25C8155","npi_email_temp":"yesfahad@hotmail.com","pcl_completion_date_5":"2031-03-31","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"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, TMAI","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","new_member_date_2":"2020-11-16","phone_2":"4032008397","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"294900","intcode":"01","blocnote":"June 13 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 contact answered, completed survey, declined renewal due to retirement","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T13:06:44-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01542","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T13:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent contacted Agnes to discuss her lapsed Associate membership with the National Payroll Institute. Agnes answered the survey questions but declined to renew her membership, stating she is retired. The call ended politely with no further action taken.","aitm_callsummarytitle":"Membership Lapse Survey - Declined Renewal","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_eee08b2d8525aef8b460eb4ba73","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_eee08b2d8525aef8b460eb4ba73","mini_nps":"5","onesentencenotrenewed":"No, I'm retired.","initialvalue":"Help with Complex","age_range":"61+","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01542","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"39648","email":"clairecormier68@gmail.com","first_name":"Marie","last_name":"Cormier","phone":"","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Marie Claire Cormier","language":"English","canceldate":"2023-09-02","cpa_certification":"PCP","time_zone":"1","area_code":"902","members_type":"PRO","do_id":"L25P00878","new_member_date_2":"2020-07-22","cert_status":"WITHDRAWN","phone_2":"9024322157","province":"PE","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"222147","intcode":"21","blocnote":"June 30 3035 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-30T10:33:00-04:00","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":"L25P00878","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-12","pcl_status":"P","pcl_completion_date":"2014-03-03","pf1_status":"P","pf1_completion_date":"2014-05-26","pf2_status":"P","pf2_completion_date":"2014-08-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-09-16","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"clairecormier68@gmail.com","pcl_completion_date_5":"2019-03-03","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"39697","email":"calvin.howson@paoc.org","first_name":"Calvin","last_name":"Howson","phone":"4165086167","orgname":"The Pentecostal Assemblies of Canada","customer_acct_name":"The Pentecostal Assemblies of Canada","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Calvin Howson","language":"English","canceldate":"2025-11-04","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"PRO","new_member_date_2":"2000-09-15","pds_april":"2","cert_status":"WITHDRAWN","phone_2":"4165086167","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"33204","intcode":"06","blocnote":"June 30 2025 vm\r\nLN \/ 02 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T11:39:00-04:00","pds_july":"2","paid_thru":"2025-08-31","temp_do_id_for_auto_old_do_id":"LB2504604","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","pds_september":"2","last_infoline_date_type":"2020-03-18","last_act_type":"2025-04-11","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P00410","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","do_id":"LB2504604","npi_email_temp":"calvin.howson@paoc.org","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"44428","email":"kaileistranaghan@yahoo.com","first_name":"Kailei","last_name":"Stranaghan","phone":"","orgname":"Timber Pro Logging Ltd.","customer_acct_name":"Timber Pro Logging Ltd.","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341602","full_name":"Kailei Stranaghan","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-06","paid_thru":"2025-08-31","phone_2":"7808141964","pcl_status":"F","pcl_completion_date":"2025-02-19","province":"AB","last_act_type":"2024-10-12","language":"English","do_id":"L25C8223","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8223","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"kaileistranaghan@yahoo.com","pcl_completion_date_5":"2030-02-19","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"38620","email":"sifavahora1495@gmail.com","first_name":"Sifaben","last_name":"Vahora","phone":"7785855803","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sifaben Vahora","language":"English","canceldate":"2024-08-02","time_zone":"5","area_code":"778","members_type":"PRO","new_member_date_2":"2025-09-17","phone_2":"7785855803","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"326062","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2507236","date_of_renewal_identification":"2025-10-08","last_act_type":"2026-06-01","pcl_status":"P","pcl_completion_date":"2023-08-17","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pf2_completion_date":"2025-11-25","old_do_id":"L25C03793","npi_email_temp":"sifavahora1495@gmail.com","cert_status":"ACTIVE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-02-20","pcl_completion_date_5":"2028-08-17","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","pcp_we":"APPROVED","cpa_certification":"PCP"}},"seriesid":"163"}
{"contact":{"id":"37726","email":"ajmpadlan@gmail.com","first_name":"Albert","last_name":"Padlan","phone":"5879852310","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Albert Jude Padlan","language":"English","canceldate":"2024-05-02","time_zone":"4","area_code":"587","members_type":"CAND","new_member_date_2":"2023-03-27","phone_2":"5879852310","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"320935","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03248","last_act_type":"2023-11-07","pcl_status":"F","pcl_completion_date":"2023-07-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 26 November 2025 Driving call tomorrow","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T15:37:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"ajmpadlan@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03248","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"contact":{"id":"45773","email":"rejean.carle@v3r.net","first_name":"R\u00e9jean","last_name":"Carle","phone":"8193742002","orgname":"Ville de Trois-Rivi\u00e8res","customer_acct_name":"Ville de Trois-Rivi\u00e8res","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"46977","full_name":"R\u00e9jean Carle","members_type":"CORP","paid_thru":"2026-08-31","organization_id":"11346","trc":"False","wera":"False","province":"QC","last_act_type":"2026-04-15","language":"English","last_infoline_date_type":"2026-04-15","extension_phone_1":"1206","do_id":"L25O4385","number_of_passed_courses":"0","time_zone":"2","lead_status":"Renewed Lapsed","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"L25O4385","intcode":"99","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"rejean.carle@v3r.net","formatted_paid_thru":"31\/08\/2026","company_paid_thru":"2026-08-31","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"45805","email":"khughes@cameronstephens.com","first_name":"Kyle","last_name":"Hughes","phone":"4165918787","orgname":"Cameron Stephens Mortgage Capital Ltd.","customer_acct_name":"Cameron Stephens Mortgage Capital Ltd.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"313249","full_name":"Kyle Hughes","members_type":"CORP","paid_thru":"2023-07-31","organization_id":"236227","trc":"False","wera":"False","province":"ON","last_act_type":"2023-12-09","language":"English","corp_cancel_date":"2023-10-03","do_id":"L25O3602","number_of_passed_courses":"0","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":"L25O3602","npi_email_temp":"khughes@cameronstephens.com","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","company_paid_thru":"2023-07-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37004","email":"zoeyliu@hotmail.com","first_name":"Zong","last_name":"Liu","phone":"6047168666","orgname":"Welead Security Inc.","customer_acct_name":"Welead Security Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Zong Yan Liu","language":"English","canceldate":"2024-07-03","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02354","new_member_date_2":"2022-05-02","cert_status":"PENDING","phone_2":"6047168666","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"312519","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C02354","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-06-20","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"P","pf1_completion_date":"2022-07-24","pf2_status":"P","pf2_completion_date":"2022-09-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-08-25","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"zoeyliu@hotmail.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"41874","email":"hoa.bong.chum@gmail.com","first_name":"Thi","last_name":"Nguyen","phone":"9023306896","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":"337003","full_name":"Thi Quynh Hoa Nguyen","lead_status":"Lapsed Member","do_id":"L25C05323","members_type":"CAND","new_member_date_2":"2024-05-03","city_1":"Coquitlam","province":"BC","language":"English","time_zone":"1","area_code":"902","phone_2":"9023306896","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":"L25C05323","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2024-07-19","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T08:38:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"hoa.bong.chum@gmail.com","pcl_completion_date_5":"2029-07-19","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"40415","email":"babalola.titiloye@yahoo.com","first_name":"Oluwabukola","last_name":"Babalola","phone":"2046681000","orgname":"Allmar Inc","customer_acct_name":"Allmar Inc","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"312282","full_name":"Oluwabukola Babalola","members_type":"PRO","do_id":"L25C04591","lead_status":"Refused","city_1":"Winnipeg","province":"MB","language":"English","time_zone":"3","area_code":"204","phone_2":"2049969701","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","temp_do_id_for_auto_old_do_id":"L25C04591","temp_intcode_for_auto_old_int_code":"21","new_member_date_2":"2022-04-25","paid_thru":"2027-02-28","last_act_type":"2026-03-03","cert_status":"ACTIVE","cpa_certification":"PCP","pcl_status":"P","pcl_completion_date":"2022-09-11","pf1_status":"P","pf1_completion_date":"2023-05-25","pf2_status":"P","pf2_completion_date":"2025-10-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-24","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"babalola.titiloye@yahoo.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"39714","email":"sasmith@smsequip.com","first_name":"Samantha","last_name":"Smith","phone":"7809483810","orgname":"SMS Equipment Inc.","customer_acct_name":"SMS Equipment Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Samantha Smith, PCP","language":"English","canceldate":"2024-08-21","time_zone":"4","area_code":"780","members_type":"CORP","new_member_date_2":"2023-09-05","phone_2":"5876797422","province":"AB","zerobounce_reason":"catch-all","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"328493","organization_id":"24836","pipeline_2_members_only_ast":"","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2507104","cert_status":"ACTIVE","cpa_certification":"PCP","old_do_id":"LB2507104","last_act_type":"2025-09-30","company_paid_thru":"2027-03-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-01-22","pf1_status":"P","pf1_completion_date":"2024-06-20","pf2_status":"P","pf2_completion_date":"2024-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-08-07","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"sasmith@smsequip.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38516","email":"conblackwell@outlook.com","first_name":"Connor","last_name":"Blackwell","phone":"5198529428","orgname":"Connor Blackwell","customer_acct_name":"Connor Blackwell","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Connor Blackwell","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"519","members_type":"CAND","new_member_date_2":"2023-04-27","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324297","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03580","last_act_type":"2026-10-02","pcl_status":"F","pcl_completion_date":"2023-08-17","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:47:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"conblackwell@outlook.com","pcl_completion_date_5":"2028-08-17","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03580","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"45828","email":"tetreault.helene@hydro.qc.ca","first_name":"T\u00e9treault","last_name":"H\u00e9l\u00e8ne","phone":"5148588500","orgname":"Hydro - Qu\u00e9bec","customer_acct_name":"Hydro - Qu\u00e9bec","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"265219","full_name":"T\u00e9treault H\u00e9l\u00e8ne","members_type":"CORP","paid_thru":"2024-07-31","organization_id":"6452","trc":"False","wera":"False","province":"QC","last_act_type":"2023-06-16","language":"English","corp_cancel_date":"2024-10-02","extension_phone_1":"7023","do_id":"L25O3097","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25O3097","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"tetreault.helene@hydro.qc.ca","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","company_paid_thru":"2024-07-31","blocnote":"May 26 in a meeting","company_status":"I"}},"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","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39308","email":"anamb101312@gmail.com","first_name":"Ana","last_name":"Balitaan","phone":"5876790531","orgname":"Christ's Commission Fellowship","customer_acct_name":"Christ's Commission Fellowship","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ana Maria Balitaan","language":"English","canceldate":"2024-12-04","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C04383","new_member_date_2":"2023-10-24","phone_2":"5876790531","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330718","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04383","last_act_type":"2023-10-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T15:35:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"anamb101312@gmail.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"38401","email":"shelly_desgagne_2@sympatico.ca","first_name":"Shelly","last_name":"Desgagn\u00e9","phone":"5194287771","orgname":"ASBHNHH","customer_acct_name":"ASBHNHH","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Shelly Desgagn\u00e9, MScHQ, BHA, CHRL","language":"English","canceldate":"2024-02-06","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"PRO","do_id":"","new_member_date_2":"2006-02-07","cert_status":"WITHDRAWN","phone_2":"2265673204","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"99254","intcode":"06","blocnote":"June 18 2025 vm\r\nSept 4 2025 vm\n2026 May 25 contact declined renewal, no longer does payroll services\n2026 May 26 contact declined renewal citing no longer active in payroll\n2026 May 27 call reached voicemail for Shelly Descaine\n2026 May 27 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-27T10:07:11-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25P00517","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-06-05","pcl_status":"P","pcl_completion_date":"2006-06-23","pf1_status":"P","pf1_completion_date":"2006-11-23","pf2_status":"P","pf2_completion_date":"2007-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2006-04-25","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"shelly_desgagne_2@sympatico.ca","pcl_completion_date_5":"2011-06-23","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-02-06","aitm_status_called":"2026-05-27T10:22:11-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"5","onesentencenotrenewed":"No longer actively engaged in payroll functionalities.","initialvalue":"Career","age_range":"46-60","old_int_code":"01","npi_voicemaildetection":"Yes","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","old_do_id":"L25P00517","retell_call_status":"ended","session_id":"call_78b51ba692c16d215ad00cfb2ba","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_78b51ba692c16d215ad00cfb2ba","number_of_total_call_attempts":"4","number_of_calls_reached":"2","ln_entered_date":"2026-05-27","called_by":"AC Automation"}},"seriesid":"163"}
{"contact":{"id":"39295","email":"mariechou95@hotmail.com","first_name":"Marie-Chantal","last_name":"Perreault","phone":"4503572238","orgname":"Ville St-Jean","customer_acct_name":"Ville St-Jean","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Marie-Chantal Perreault","language":"French","canceldate":"2025-01-07","cpa_certification":"SCP","extension_phone_1":"2239","time_zone":"2","area_code":"450","members_type":"PRO","do_id":"L25P01105","new_member_date_2":"2023-11-16","pds_april":"3","cert_status":"WITHDRAWN","phone_2":"5142977389","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"252564","pds_july":"3","paid_thru":"2024-10-31","intcode":"06","blocnote":"LN 15 sept 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T11:57:00-04:00","temp_do_id_for_auto_old_do_id":"L25P01105","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","pds_september":"3","last_infoline_date_type":"2023-11-20","last_act_type":"2025-07-04","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2020-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-16","number_of_passed_courses":"4","pds_october":"3","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"3","npi_email_temp":"mariechou95@hotmail.com","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"38531","email":"lenyg83@gmail.com","first_name":"Leny","last_name":"Geronimo","phone":"3063152027","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Leny Geronimo","language":"English","canceldate":"2024-08-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C03783","new_member_date_2":"2023-06-12","phone_2":"3063152027","province":"SK","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326022","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03783","last_act_type":"2024-01-10","pcl_status":"P","pcl_completion_date":"2023-08-23","pf1_status":"P","pf1_completion_date":"2024-02-05","pf2_status":"P","pf2_completion_date":"2024-02-26","number_of_passed_courses":"3","intcode":"10","blocnote":"Nov 7 2025 vm\r\nLNC Dec 12 2025  busy call back","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T11:30:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","trc":"True","wera":"False","old_int_code":"06","npi_email_temp":"lenyg83@gmail.com","pcl_completion_date_5":"2028-08-23","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"36854","email":"ashleynewman446@gmail.com","first_name":"Ashley","last_name":"Newman","phone":"","orgname":"Vine and Partners","customer_acct_name":"Vine and Partners","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Ashley Newman","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"2","area_code":"289","members_type":"AST","do_id":"L25A01524","new_member_date_2":"2019-03-04","cert_status":"PENDING","phone_2":"2894395319","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"267647","intcode":"06","blocnote":"June 16 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A01524","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-02-21","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":"2019-03-01","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"ashleynewman446@gmail.com","pcl_completion_date_5":"2023-11-04","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-15T16:26:42-04:00","number_of_call_attempts":"8","number_of_total_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","session_id":"call_c543688bea2624aa8003f114503","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c543688bea2624aa8003f114503"}},"seriesid":"163"}
{"contact":{"id":"38578","email":"g.alfaro17@yahoo.com","first_name":"Grace","last_name":"Alfaro","phone":"3068077297","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Grace Alfaro","language":"English","canceldate":"2024-05-02","time_zone":"3","area_code":"306","members_type":"CAND","new_member_date_2":"2023-03-03","phone_2":"3068077297","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322311","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03352","last_act_type":"2023-10-13","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-09-28","pf2_status":"F","pf2_completion_date":"2023-11-02","number_of_passed_courses":"2","intcode":"21","blocnote":"LNC Nov 7 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T12:09:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"g.alfaro17@yahoo.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03352","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"contact":{"id":"44397","email":"swillier77@yahoo.ca","first_name":"Shauna","last_name":"Willier","phone":"8252330031","orgname":"Driftpile First Nation Enterprises Inc.","customer_acct_name":"Driftpile First Nation Enterprises Inc.","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341139","full_name":"Shauna Willier","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-06","paid_thru":"2025-08-31","phone_2":"7805368832","pcl_status":"F","pcl_completion_date":"2024-12-12","province":"AB","last_act_type":"2024-06-09","language":"English","do_id":"L25C8193","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":"L25C8193","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"swillier77@yahoo.ca","pcl_completion_date_5":"2029-12-12","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
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{"contact":{"id":"40424","email":"krystal@nwal.ca","first_name":"Krystal","last_name":"Tourangeau","phone":"8678722216","orgname":"Northwestern Air Lease Ltd.","customer_acct_name":"Northwestern Air Lease Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"286460","full_name":"Krystal Tourangeau","members_type":"CORP","do_id":"L25O00859","lead_status":"Lapsed Member","coidnewmbrdate":"2020-03-09","city_1":"Fort Smith","province":"NT","language":"English","time_zone":"4","area_code":"867","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"July 7 2025 vm msg not authorize to dial this number.","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T15:56:00-04:00","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00859","temp_intcode_for_auto_old_int_code":"16","organization_id":"286459","last_infoline_date_type":"2025-01-24","last_act_type":"2025-01-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"krystal@nwal.ca","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37001","email":"mansi.madan07@gmail.com","first_name":"Mansi","last_name":"Madan","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Mansi Madan","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01115","new_member_date_2":"2020-04-13","phone_2":"6479695392","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"287528","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C01115","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-28","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"F","pf1_completion_date":"2023-01-09","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"mansi.madan07@gmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
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{"contact":{"id":"41678","email":"janelle@kochfuel.ca","first_name":"Janelle","last_name":"Cherviakoff","phone":"4033462002","orgname":"Koch Fuel Products Inc.","customer_acct_name":"Koch Fuel Products Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"258195","full_name":"Janelle Cherviakoff","lead_status":"Lapsed Member","do_id":"L25O01091","members_type":"CORP","organization_id":"66950","coidnewmbrdate":"2023-04-25","city_1":"Red Deer","province":"AB","language":"English","time_zone":"4","area_code":"403","extension_phone_1":"201","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Aug 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T11:09:00-04:00","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O01091","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"janelle@kochfuel.ca","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37753","email":"nhatran.huynh@outlook.com","first_name":"Nha","last_name":"Huynh","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Nha Tran Huynh","language":"French","canceldate":"2024-08-02","time_zone":"2","area_code":"514","members_type":"AST","do_id":"L25A01604","new_member_date_2":"2023-06-23","phone_2":"5142463865","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326394","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01604","last_act_type":"2023-06-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nhatran.huynh@outlook.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:59-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:59-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1"}},"seriesid":"163"}
{"contact":{"id":"39264","email":"shirlo@telus.net","first_name":"Shirley","last_name":"O'Brien","phone":"6047362957","orgname":"Ronald McDonald House BC & Yukon","customer_acct_name":"Ronald McDonald House BC & Yukon","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Shirley O'Brien","language":"English","canceldate":"2024-12-04","extension_phone_1":"3101","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C04377","new_member_date_2":"2023-10-23","phone_2":"6043128477","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330639","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04377","last_infoline_date_type":"2024-01-26","last_act_type":"2024-01-26","pcl_status":"F","pcl_completion_date":"2024-02-05","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"01","blocnote":"LNC Nov 27 2025 Survey completed She said she had technical difficulties with NPI that is main reason did not renew.","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T16:26:00-05:00","onesentencenotrenewed":"","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","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"I failed a course and I had technical difficulties.","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"The technical issues.","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"I did not see the relevance of some of the activities.","engagingstrategiesspecify":"I think having an initial question and answer session for clarification at the start would have been beneficial.","mini_nps":"2","age_range":"Prefers not to say","selfpayrollproficiency":"Strong","old_int_code":"10","npi_email_temp":"shirlo@telus.net","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"37692","email":"taylorhenry22@hotmail.com","first_name":"Taylor","last_name":"Kieswetter","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Taylor Kieswetter","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C02417","new_member_date_2":"2022-05-16","phone_2":"5197161239","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"313026","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C02417","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-14","pcl_status":"P","pcl_completion_date":"2022-09-11","pf1_status":"P","pf1_completion_date":"2023-02-16","pf2_status":"P","pf2_completion_date":"2023-06-15","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"taylorhenry22@hotmail.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"40488","email":"noellabrown27@gmail.com","first_name":"Noella","last_name":"Brown","phone":"7053561621","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"335100","full_name":"Noella Brown","members_type":"CORP","do_id":"L25O00890","lead_status":"Lapsed Member","new_member_date_2":"2024-03-06","coidnewmbrdate":"2024-03-12","city_1":"Iron Bridge","province":"ON","language":"English","time_zone":"2","area_code":"705","phone_2":"7058496952","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-02-14","blocnote":"The client did not renew because there weren\u2019t enough invoices being sent. The cost was not an issue, and she was satisfied with the service.","dhmsfin_telemarketing_last_contacted_date":"2025-07-08T15:26:00-04:00","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":"dont know because she dosen't pay for it","notrenewednolongerinpayroll":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"more invoices","mini_nps":"5","age_range":"Above 61 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":"L25O00890","temp_intcode_for_auto_old_int_code":"99","old_int_code":"1","last_act_type":"2025-04-30","npi_email_temp":"noellabrown27@gmail.com"}},"seriesid":"163"}
{"contact":{"id":"44363","email":"katerisha83@gmail.com","first_name":"Yekaterina","last_name":"Matviyenko","phone":"2266069254","orgname":"Conestoga College","customer_acct_name":"Conestoga College","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342030","full_name":"Yekaterina Matviyenko, BAcc","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-10","paid_thru":"2025-08-31","phone_2":"2266069254","pcl_status":"P","pcl_completion_date":"2025-08-06","pf1_status":"P","pf1_completion_date":"2025-10-22","pf2_status":"P","pf2_completion_date":"2024-12-19","province":"ON","last_act_type":"2024-09-09","language":"English","do_id":"L25C8159","number_of_passed_courses":"3","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8159","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"01","blocnote":"LNC Dec 4 2025 Survey completed She said did not renew because she is looking for a job.","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T11:48:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","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 looking for a job so did not renew.","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":"Job search help.","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Native","old_int_code":"06","npi_email_temp":"katerisha83@gmail.com","pcl_completion_date_5":"2030-08-06","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"41763","email":"yuyuhuan86@gmail.com","first_name":"Huan-Jen","last_name":"Yu","phone":"9059013660","orgname":"Oliberte Ltd","customer_acct_name":"Oliberte Ltd","tags":"WR250827","ip4":"0.0.0.0","fields":{"individual_id":"292593","full_name":"Huan-Jen Yu, PCP","lead_status":"Lapsed Member","members_type":"PRO","new_member_date_2":"2020-12-07","city_1":"Burlington","province":"ON","language":"English","time_zone":"2","area_code":"905","phone_2":"6475171896","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cpa_certification":"PCP","cert_status":"ACTIVE","paid_thru":"2026-04-30","intcode":"99","blocnote":"Aug 26 2025 She said she renewed but she sent it after the deadline.","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T15:02:00-04:00","old_int_code":"13","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P03183","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-12-01","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":"2022-12-09","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"LB2507739","npi_email_temp":"yuyuhuan86@gmail.com","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","do_id":"L25P03183","ln_entered_date":"2026-06-02"}},"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":"2024-06-11","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","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"37717","email":"fanfat2002@gmail.com","first_name":"Fatuma","last_name":"Osman","phone":"7803701629","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Fatuma Osman","language":"English","canceldate":"2025-01-07","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C04431","new_member_date_2":"2023-11-09","phone_2":"7803701629","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331295","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04431","last_act_type":"2026-06-03","pcl_status":"P","pcl_completion_date":"2024-02-05","pf1_status":"P","pf1_completion_date":"2024-04-23","pf2_status":"P","pf2_completion_date":"2024-06-25","number_of_passed_courses":"3","intcode":"10","blocnote":"LNC Nov 5 2025 vm\r\nLNC Dec 5 2025 at work call back","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T12:56:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"fanfat2002@gmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"39686","email":"sharwari.deshpande08@gmail.com","first_name":"Sharwari","last_name":"Deshpande","phone":"","orgname":"Landmark Home Solutions","customer_acct_name":"Landmark Home Solutions","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Sharwari Deshpande","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","time_zone":"2","area_code":"226","members_type":"PRO","do_id":"L25P01262","new_member_date_2":"2021-10-14","cert_status":"WITHDRAWN","phone_2":"2269204340","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"272115","intcode":"06","blocnote":"June 30 2025 vm\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:06-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25P01262","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-11-03","last_act_type":"2025-04-03","pcl_status":"P","pcl_completion_date":"2019-03-10","pf1_status":"P","pf1_completion_date":"2019-04-15","pf2_status":"P","pf2_completion_date":"2019-05-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-12-22","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sharwari.deshpande08@gmail.com","pcl_completion_date_5":"2024-03-10","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","thewithdrawaldate":"2024-12-04","aitm_status_called":"2026-05-25T13:32:07-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call reached voicemail and no conversation with the contact 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","session_id":"call_10a7bed8d13714279d9db3d4fda","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_10a7bed8d13714279d9db3d4fda"}},"seriesid":"163"}
{"contact":{"id":"39252","email":"stacy.prince14@gmail.com","first_name":"Stacy","last_name":"Prince","phone":"6132395678","orgname":"National Capital Commission","customer_acct_name":"National Capital Commission","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Stacy Prince, PCP","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"2","area_code":"613","members_type":"CORP","new_member_date_2":"2023-05-25","pds_april":"1","cert_status":"ACTIVE","phone_2":"6132667208","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"266898","organization_id":"12985","intcode":"99","blocnote":"June 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T10:10:00-04:00","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2507316","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","old_do_id":"LB2507316","old_int_code":"6","pds_september":"1","last_infoline_date_type":"2025-01-13","last_conf_date_type":"2019-06-12","last_act_type":"2026-12-01","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2019-01-07","pf1_status":"P","pf1_completion_date":"2019-06-25","pf2_status":"P","pf2_completion_date":"2022-08-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-20","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"stacy.prince14@gmail.com","pcl_completion_date_5":"2024-01-07","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","do_id":"","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"40416","email":"toldford@barrick.com","first_name":"Tonia","last_name":"Oldford","phone":"8072382149","orgname":"Williams Operating Corporation","customer_acct_name":"Williams Operating Corporation","tags":"npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"107413","full_name":"Tonia Oldford","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2006-09-12","coidnewmbrdate":"2020-03-18","city_1":"Marathon","province":"ON","language":"English","time_zone":"2","area_code":"807","phone_2":"8072299144","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"9194","cert_status":"WITHDRAWN","canceldate":"2008-11-03","intcode":"99","blocnote":"July 8 2025 vm\r\nSept 15 2025 vm\r\nrenewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:30:00-05:00","pds_july":"1","cpa_certification":"PCP","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2507522","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","old_do_id":"L25A02136","pds_september":"1","last_conf_date_type":"2018-06-27","last_act_type":"2025-10-11","pcl_status":"P","pcl_completion_date":"2008-01-14","pf1_status":"P","pf1_completion_date":"2008-05-21","pf2_status":"P","pf2_completion_date":"2009-06-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-11-30","number_of_passed_courses":"4","pds_october":"1","company_paid_thru":"2026-10-31","date_of_renewal_identification":"2026-05-28","old_int_code":"24","trc":"False","wera":"False","pds_november":"1","do_id":"LB2507522","npi_email_temp":"toldford@barrick.com","pcl_completion_date_5":"2013-01-14","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","corp_cancel_date":"2020-02-04","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"45868","email":"no-email632@ler.com","first_name":"St\u00e9phanie","last_name":"Malo","phone":"5149374601","orgname":"Boutique Tristan & Iseut Inc","customer_acct_name":"Boutique Tristan & Iseut Inc","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"44071","full_name":"St\u00e9phanie Malo","members_type":"CORP","paid_thru":"2023-10-31","phone_2":"4503496475","organization_id":"7464","trc":"False","wera":"False","province":"QC","language":"English","corp_cancel_date":"2024-01-05","do_id":"L25O4399","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","temp_do_id_for_auto_old_do_id":"L25O4399","npi_email_temp":"no-email632@ler.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38510","email":"alearned@mhchs.ca","first_name":"Alexandra","last_name":"Learned","phone":"4035285182","orgname":"Medicine Hat Community Housing Society","customer_acct_name":"Medicine Hat Community Housing Society","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Alexandra Learned","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C04285","new_member_date_2":"2023-09-26","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329784","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04285","last_act_type":"2023-09-25","pcl_status":"F","pcl_completion_date":"2024-08-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:44:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"alearned@mhchs.ca","pcl_completion_date_5":"2029-08-20","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
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{"contact":{"id":"40444","email":"eve.marin@lachanceparent.ca","first_name":"Eve","last_name":"Marin","phone":"4184756637","orgname":"Lachance Parent CPA Inc.","customer_acct_name":"Lachance Parent CPA Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"344378","full_name":"Eve Marin","members_type":"CORP","do_id":"L25O00869","lead_status":"Lapsed Member","coidnewmbrdate":"2014-03-14","city_1":"Saint-Bernard","province":"QC","language":"French","time_zone":"2","area_code":"418","extension_phone_1":"115","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00869","organization_id":"223727","last_act_type":"2024-11-11","number_of_passed_courses":"0","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T13:08:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"eve.marin@lachanceparent.ca","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37114","email":"jennifer4tin@gmail.com","first_name":"Jennifer","last_name":"Fortin","phone":"2263440442","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jennifer Fortin","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"226","members_type":"CAND","new_member_date_2":"2022-12-19","phone_2":"2263440442","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314572","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C02629","last_act_type":"2023-11-30","pcl_status":"P","pcl_completion_date":"2023-04-09","pf1_status":"F","pf1_completion_date":"2023-12-27","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T10:39:00-05:00","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":"L25C02629","npi_email_temp":"jennifer4tin@gmail.com","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"38517","email":"rino.1968@yahoo.com","first_name":"Juanito","last_name":"Rino","phone":"5879875474","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Juanito Rino","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C04286","new_member_date_2":"2023-09-26","phone_2":"5879875474","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329786","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04286","last_act_type":"2023-09-25","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"14","blocnote":"LNC Nov 27 2025 He said he was too busy to complete courses.","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:53:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"14","npi_email_temp":"rino.1968@yahoo.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
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{"contact":{"id":"41765","email":"wuwanglearn@gmail.com","first_name":"Wu","last_name":"Wang","phone":"4163324828","orgname":"Tempursealy Inc","customer_acct_name":"Tempursealy Inc","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"214644","full_name":"Wu Wang, CPA CGA","lead_status":"Lapsed Member","do_id":"L25P01960","members_type":"PRO","new_member_date_2":"2013-04-30","city_1":"Scarborough","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4166372261","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2025-04-30","intcode":"16","blocnote":"Aug 27 2025 vm\n2026 May 25 contact answered but declined to continue the conversation.\n2026 May 26 call reached voicemail, contact not available\n2026-05-26 invalid phone destination, phone: +14166372261","dhmsfin_telemarketing_last_contacted_date":"2026-05-26T10:07:31-04:00","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25P01960","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2013-08-29","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":"2013-09-30","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"wuwanglearn@gmail.com","pcl_completion_date_5":"2018-08-29","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","thewithdrawaldate":"2025-07-04","aitm_status_called":"2026-05-26T10:22:05-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call reached voicemail as the contact, Annie, was not available to answer.","aitm_callsummarytitle":"Voicemail reached, contact unavailable","notrenewedwanttorenew":"No","onesentencenotrenewed":"User declined to continue the conversation and did not want to discuss membership renewal.","old_int_code":"08","npi_voicemaildetection":"No","ivrdetector":"Yes","date_of_renewal_identification":"","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","old_do_id":"L25P01960","retell_call_status":"not_connected","session_id":"call_b5273c2727e76aa4660a2f3523e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b5273c2727e76aa4660a2f3523e","number_of_total_call_attempts":"3","number_of_calls_reached":"1","ln_entered_date":"2026-05-26","called_by":"AC Automation"}},"seriesid":"163"}
{"contact":{"id":"40480","email":"hogan_t@hotmail.com","first_name":"Tabitha","last_name":"Hogan","phone":"5062328900","orgname":"Pro-Tech Plumbing & Heating Inc.","customer_acct_name":"Pro-Tech Plumbing & Heating Inc.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"328732","full_name":"Tabitha Hogan","members_type":"CAND","do_id":"L25C04624","lead_status":"Lapsed Member","new_member_date_2":"2024-03-12","city_1":"Colpitts Settlement","province":"NB","language":"English","time_zone":"1","area_code":"506","phone_2":"5068869334","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04624","last_act_type":"2024-11-07","pcl_status":"F","pcl_completion_date":"2023-12-18","pf1_status":"F","pf1_completion_date":"2024-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 03 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T08:40:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"hogan_t@hotmail.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"38761","email":"rashmibhalla58@gmail.com","first_name":"Rashmi","last_name":"Kapoor","phone":"3064719364","orgname":"","customer_acct_name":"","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Rashmi Rani Kapoor","language":"English","canceldate":"2025-01-07","time_zone":"3","area_code":"306","members_type":"CAND","new_member_date_2":"2026-01-22","phone_2":"3064719364","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"330015","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C04315","last_act_type":"2026-01-22","pcl_status":"P","pcl_completion_date":"2024-02-05","number_of_passed_courses":"1","intcode":"99","blocnote":"LNC \/ 17 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T10:48:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","npi_email_temp":"rashmibhalla58@gmail.com","pf1_status":"F","date_of_renewal_identification":"2026-01-23","old_int_code":"06","pcl_completion_date_5":"2029-02-05","pf1_completion_date":"2026-04-22","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"39249","email":"bajajpallavi418@gmail.com","first_name":"Pallavi","last_name":"Bajaj","phone":"7782423732","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Pallavi Bajaj","language":"English","canceldate":"2024-12-04","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C04375","new_member_date_2":"2023-10-24","phone_2":"7782423732","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330626","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04375","last_act_type":"2023-06-11","pcl_status":"F","pcl_completion_date":"2024-03-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T15:00:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"bajajpallavi418@gmail.com","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
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{"contact":{"id":"37796","email":"marychg2017@gmail.com","first_name":"Mary","last_name":"Xu","phone":"6046754000","orgname":"Provincial Health Services Authority","customer_acct_name":"Provincial Health Services Authority","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Mary Xu, PLP","language":"English","canceldate":"2024-03-14","cpa_certification":"CPM","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2021-05-10","pds_april":"2","cert_status":"ACTIVE","phone_2":"7788828352","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","intcode":"99","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"","individual_id":"70472","organization_id":"241256","blocnote":"16 June 2025 VM\r\nLN \/ 18 September 2025 She is not in the payroll department - can be reached only by e-mail","dhmsfin_telemarketing_last_contacted_date":"2025-09-18T12:29:00-04:00","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2506337","temp_intcode_for_auto_old_int_code":"99","pds_august":"2","old_int_code":"16","old_do_id":"LB2506337","pds_september":"2","last_infoline_date_type":"2020-03-27","last_act_type":"2026-12-01","company_paid_thru":"2027-01-31","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"marychg2017@gmail.com","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40445","email":"accduarte@gmail.com","first_name":"Antonio","last_name":"Duarte","phone":"4387228426","orgname":"","customer_acct_name":"","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"337806","full_name":"Antonio Cesar Costa Duarte","members_type":"CAND","do_id":"L25C04606","lead_status":"Lapsed Member","new_member_date_2":"2024-05-16","city_1":"Granby","province":"QC","language":"English","time_zone":"2","area_code":"438","phone_2":"4387228426","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25C04606","last_act_type":"2025-03-19","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T13:55:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"accduarte@gmail.com"}},"seriesid":"163"}
{"contact":{"id":"44301","email":"daljitkaur829@gmail.com","first_name":"Daljit","last_name":"Kaur","phone":"6479279915","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"10.13.135.138","fields":{"individual_id":"328064","full_name":"Daljit Kaur","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2023-09-08","paid_thru":"2025-08-31","phone_2":"6479279915","pcl_status":"P","pcl_completion_date":"2024-01-22","pf1_status":"P","pf1_completion_date":"2024-07-24","pf2_status":"P","pf2_completion_date":"2024-12-10","province":"ON","last_act_type":"2024-08-23","language":"English","do_id":"L25C8095","number_of_passed_courses":"3","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8095","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 16 2025 Sent email willing to renew.","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T10:42:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"24","sendapplicationform":"2025-12-16T10:41:00-05:00","old_int_code":"06","npi_email_temp":"daljitkaur829@gmail.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"37800","email":"jenconsuelo84@gmail.com","first_name":"Jennifer","last_name":"Consuelo","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jennifer Consuelo","language":"English","canceldate":"2025-01-07","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C04439","new_member_date_2":"2023-11-13","phone_2":"7802311860","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331443","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04439","last_act_type":"2023-11-19","pcl_status":"P","pcl_completion_date":"2024-02-05","pf1_status":"P","pf1_completion_date":"2024-04-23","pf2_status":"P","pf2_completion_date":"2024-05-23","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T15:32:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"jenconsuelo84@gmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"38807","email":"yejing88@hotmail.com","first_name":"Jin","last_name":"Ye","phone":"9054155148","orgname":"Central Glass and Mirror Ltd","customer_acct_name":"Central Glass and Mirror Ltd","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jin Ye","language":"English","canceldate":"2023-11-02","cpa_certification":"PCP","extension_phone_1":"22","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25P01055","new_member_date_2":"2016-09-02","cert_status":"WITHDRAWN","phone_2":"4166556972","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"246289","intcode":"21","blocnote":"June 23 2025 Survey completed Send email application forgot","dhmsfin_telemarketing_last_contacted_date":"2025-06-23T11:11:00-04:00","sendapplicationform":"2025-06-23T11:11:00-04:00","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":"Yes","expectationsnotmetspecify":"To help with job hunting.","membershipcost":"Yes","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","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","last_engaged_date":"2025-10-03","pipeline_2_members_only_ast":"","paid_thru":"2023-08-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","temp_do_id_for_auto_old_do_id":"L25P01055","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-07-06","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":"2017-09-18","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"yejing88@hotmail.com","pcl_completion_date_5":"2021-12-18","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"40440","email":"hevakiryna@gmail.com","first_name":"Iryna","last_name":"Hevak","phone":"2503652115","orgname":"Martech Electrical Systems Ltd","customer_acct_name":"Martech Electrical Systems Ltd","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"332719","full_name":"Iryna Hevak","members_type":"CORP","do_id":"L25O00867","lead_status":"Lapsed Member","coidnewmbrdate":"1999-03-31","city_1":"Castlegar","province":"BC","language":"English","time_zone":"5","area_code":"250","extension_phone_1":"327","phone_2":"2506081455","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","dhmsfin_telemarketing_last_contacted_date":"2025-07-21T16:43:00-04:00","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","careerchangespecify":"boss didi","hardtoparticipateevents":"No","engagingstrategiesspecify":"training","mini_nps":"9","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"Yes","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00867","temp_intcode_for_auto_old_int_code":"1","organization_id":"24383","last_infoline_date_type":"2024-02-02","last_act_type":"2025-04-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hevakiryna@gmail.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37209","email":"gafurn19@gmail.com","first_name":"Nazmun","last_name":"Gafur","phone":"4034246672","orgname":"New Age Services Inc.","customer_acct_name":"New Age Services Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nazmun Gafur","language":"English","canceldate":"2023-04-04","extension_phone_1":"102","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C00884","new_member_date_2":"2019-01-31","phone_2":"4039039940","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"272278","temp_do_id_for_auto_old_do_id":"L25C00884","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-08-12","pcl_status":"P","pcl_completion_date":"2019-05-21","pf1_status":"F","pf1_completion_date":"2024-10-08","pf2_status":"F","pf2_completion_date":"2024-09-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"gafurn19@gmail.com","pcl_completion_date_5":"2024-05-21"}},"seriesid":"163"}
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{"contact":{"id":"41798","email":"maryanneash960@gmail.com","first_name":"Mary","last_name":"Ash","phone":"5195823060","orgname":"Fernlea Flowers","customer_acct_name":"Fernlea Flowers","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"272974","full_name":"Mary Anne Ash","lead_status":"Lapsed Member","do_id":"L25P01979","members_type":"PRO","new_member_date_2":"2022-05-05","city_1":"Otterville","province":"ON","language":"English","time_zone":"2","area_code":"519","phone_2":"5195506199","extension_phone_1":"1210","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2025-04-30","intcode":"03","blocnote":"Aug 27 2025 She no longer works at this company.\n2026 May 19 call reached voicemail at Fernley Flowers, no contact made.\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached company phone system but failed to reach contact due to invalid extension entries.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","old_int_code":"06","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25P01979","temp_intcode_for_auto_old_int_code":"03","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2019-07-02","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":"2023-03-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"maryanneash960@gmail.com","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","thewithdrawaldate":"2025-07-04","aitm_status_called":"2026-05-21T09:37:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Mary at Fernley Flowers by entering an extension multiple times, but the system responded with invalid entry messages each time. The call ended without reaching a human or completing the intended conversation.","aitm_callsummarytitle":"Failed to reach contact due to invalid extension","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No contact was reached to discuss renewal.","initialvalue":"Other","othermemberbenefit":"No interaction to determine.","prootherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_39e0ac5ef99b7a4f72889f1ea3f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_39e0ac5ef99b7a4f72889f1ea3f","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"40406","email":"sgilani@cambridgefx.com","first_name":"Syed","last_name":"Gilani","phone":"4166466401","orgname":"Cambridge Global Payments","customer_acct_name":"Cambridge Global Payments","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"251681","full_name":"Syed Gilani","members_type":"CORP","do_id":"L25O00850","lead_status":"Lapsed Member","coidnewmbrdate":"2017-03-15","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"416","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"July 7 2025 vm\r\nSept 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T13:25:00-04:00","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00850","temp_intcode_for_auto_old_int_code":"6","organization_id":"251304","last_act_type":"2025-04-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sgilani@cambridgefx.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45913","email":"cliske@saskenergy.com","first_name":"Crystal","last_name":"Liske","phone":"3067779264","orgname":"SaskEnergy","customer_acct_name":"SaskEnergy","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"275981","full_name":"Crystal Liske","members_type":"CORP","paid_thru":"2024-05-31","trc":"False","wera":"False","last_act_type":"2026-01-30","language":"English","corp_cancel_date":"2024-08-02","do_id":"L25O3106","number_of_passed_courses":"0","time_zone":"3","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3106","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"cliske@saskenergy.com","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","ln_entered_date":"2026-05-27","company_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"41773","email":"sanashadab0123@gmail.com","first_name":"Sana","last_name":"Shadab","phone":"6044552439","orgname":"Pharmasave Drugs (National) Ltd","customer_acct_name":"Pharmasave Drugs (National) Ltd","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"301592","full_name":"Sana Shadab","lead_status":"Lapsed Member","do_id":"L25P01965","members_type":"PRO","new_member_date_2":"2021-05-21","city_1":"Langley","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"5875785903","extension_phone_1":"439","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\n2026 May 25 contact declined renewal due to increased fees, requested Associate membership details, email confirmed sanashadab0123@gmail.com\n2026 May 26 contact requested callback for renewal discussion tomorrow at same time\n2026 May 27 call reached voicemail, no contact made\n2026 May 27 call reached voicemail, message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-27T14:32:11-04:00","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25P01965","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-05-23","last_act_type":"2025-02-10","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":"2023-09-14","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sanashadab0123@gmail.com","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","thewithdrawaldate":"2025-07-04","aitm_status_called":"2026-05-27T14:47:06-04:00","number_of_call_attempts":"3","sendapplicationform":"2026-05-25T14:14:00-04:00","thewithdrawaldate_3_years":"2028-07-04","npi_transcriptsummary":"The agent called to speak with Sana about her past membership experience with the National Payroll Institute but reached voicemail and left a message.","aitm_callsummarytitle":"Voicemail reached, message left","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"The membership fees have increased significantly, and I do not have the funds to renew.","initialvalue":"Designation","prootherreasonsnottorenew":"Membership fees increased too much, making renewal unaffordable.","old_int_code":"10","age_range":"31-45","npi_voicemaildetection":"Yes","ivrdetector":"Yes","date_of_renewal_identification":"","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","old_do_id":"L25P01965","retell_call_status":"ended","session_id":"call_4124c739119cfcfebd7178333ed","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4124c739119cfcfebd7178333ed","number_of_total_call_attempts":"4","number_of_calls_reached":"1","last_engaged_date":"2026-06-01","ln_entered_date":"2026-05-26","called_by":"AC Automation","npi_call_back_date_and_time":"2026-05-27T14:07:00-04:00","npi_call_back_time_hour":"14","npi_call_back_time_minute":"07"}},"seriesid":"163"}
{"contact":{"id":"38549","email":"patelbriyan29@gmail.com","first_name":"Aratiben","last_name":"Patel","phone":"2269982240","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Aratiben Briyankumar Patel","language":"English","canceldate":"2024-01-05","time_zone":"2","area_code":"226","members_type":"CAND","new_member_date_2":"2022-10-31","phone_2":"2269982240","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"318052","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"LB2506785","last_act_type":"2022-12-15","pcl_status":"F","pcl_completion_date":"2023-02-16","number_of_passed_courses":"0","intcode":"01","onesentencenotrenewed":"","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"01","old_do_id":"L25C03053","trc":"False","wera":"False","blocnote":"Nov 27 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:56:00-05:00","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","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":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Native","old_int_code":"21","do_id":"LB2506785","npi_email_temp":"patelbriyan29@gmail.com","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"42784","email":"yashdeep2506@gmail.com","first_name":"Yashdeep","last_name":"Rana","phone":"5877071355","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":"339245","full_name":"Yashdeep Rana","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05762","new_member_date_2":"2024-06-27","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"587","phone_2":"5877071355","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":"L25C05762","last_act_type":"2024-06-26","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":"2025-12-03T11:06:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"yashdeep2506@gmail.com","pcl_completion_date_5":"2029-10-11","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"42802","email":"no-email143@ler.com","first_name":"Pierre","last_name":"Poulin","phone":"4187810333","orgname":"Opsens Inc.","customer_acct_name":"Opsens Inc.","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"289598","full_name":"Pierre Poulin","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01333","organization_id":"289599","coidnewmbrdate":"2020-06-16","city_1":"Qu\u00e9bec","province":"QC","language":"French","time_zone":"2","area_code":"418","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25O01333","last_infoline_date_type":"2024-03-28","last_act_type":"2025-10-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email143@ler.com","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","company_paid_thru":"2025-05-31","corp_cancel_date":"2025-08-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38747","email":"imran.can@hotmail.com","first_name":"Imran","last_name":"Malik","phone":"6047434422","orgname":"Highway King Transport Ltd.","customer_acct_name":"Highway King Transport Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Imran Malik","language":"English","canceldate":"2024-03-02","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P01049","new_member_date_2":"2018-01-10","pds_april":"1","cert_status":"WITHDRAWN_CPE","phone_2":"7785484840","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"245922","intcode":"03","blocnote":"June 19 2025 line busy went to fax\r\nSept 4 2025 line busy went to fax ,2nd number vm\n2026 May 12 - Called for Imran, no answer; disconnected by user.\n2026 May 12 - Call forwarded to voicemail; no contact reached.\n2026 May 14 - Attempted call; asked for Imran but no answer\n2026 May 19 call ended after initial greeting, no contact with Imran\n2026 May 21 call initiated but no response from contact.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T14:07:06-04:00","pds_july":"1","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25P01049","temp_intcode_for_auto_old_int_code":"03","pds_august":"1","pds_september":"1","last_infoline_date_type":"2020-09-17","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2018-05-06","pf1_status":"P","pf1_completion_date":"2018-12-24","pf2_status":"P","pf2_completion_date":"2019-09-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-07-09","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"imran.can@hotmail.com","pcl_completion_date_5":"2023-05-06","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-21T14:07:06-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Imran but did not get a response to confirm identity or proceed with the call.","aitm_callsummarytitle":"No response from contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not reached; no response to renewal.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"06","prootherreasonsnottorenew":"Contact not reached; no reason provided","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_40975d0d3a2aa525888b375aa28","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_40975d0d3a2aa525888b375aa28","number_of_calls_reached":"4"}},"seriesid":"163"}
{"contact":{"id":"40471","email":"cindy.virasack@metalus.qc.ca","first_name":"Cindy","last_name":"Virasack","phone":"8194754618","orgname":"M\u00e9talus inc","customer_acct_name":"M\u00e9talus inc","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"261892","full_name":"Cindy Virasack","members_type":"CORP","do_id":"L25O00882","lead_status":"Lapsed Member","coidnewmbrdate":"2018-03-22","city_1":"Drummondville","province":"QC","language":"French","time_zone":"2","area_code":"819","extension_phone_1":"263","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00882","organization_id":"261890","number_of_passed_courses":"0","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T13:13:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"cindy.virasack@metalus.qc.ca","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"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","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"44418","email":"mashijun.emma@gmail.com","first_name":"Shijun","last_name":"Ma","phone":"7808857377","orgname":"Chenxi Yu Professional Corporation","customer_acct_name":"Chenxi Yu Professional Corporation","tags":"NPI LN sent to TM, 251104 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"342919","full_name":"Shijun Ma","members_type":"PRO","canceldate":"2025-11-04","new_member_date_2":"2024-09-30","paid_thru":"2025-08-31","phone_2":"7808857377","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2024-12-18","pf1_status":"P","pf1_completion_date":"2025-02-18","pf2_status":"P","pf2_completion_date":"2025-03-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-01-30","province":"AB","cpa_certification":"PCP","last_act_type":"2026-02-02","language":"English","do_id":"L25P2643","number_of_passed_courses":"4","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P2643","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"02","blocnote":"LN Nov 12 2025 vm\n2026 May 14 - Contact answered, chose Initial-value 4 (Designation).","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T13:29:20-04:00","temp_intcode_for_auto_old_int_code":"02","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"mashijun.emma@gmail.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31","thewithdrawaldate":"2025-11-04","aitm_status_called":"2026-05-14T13:29:19-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent contacted Shijun about a lapsed NPI Professional membership, asked the initial-value question and the contact selected option 4 (Gaining payroll designation). The contact repeatedly asked if the agent was a real person, was told the agent is an assistant (not a real person), and ended the call.","aitm_callsummarytitle":"Answered: Selected Designation; questioned agent identity","notrenewedwanttorenew":"No","initialvalue":"Designation","npi_voicemaildetection":"No","old_int_code":"06","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9063f3b4a79b1719bc45238ef50","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9063f3b4a79b1719bc45238ef50","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"45846","email":"no-email356@ler.com","first_name":"Isabelle","last_name":"Lessard","phone":"5148428401","orgname":"Centre Patronal de Sant\u00e9 et S\u00e9curit\u00e9 du Travail du Qu\u00e9bec","customer_acct_name":"Centre Patronal de Sant\u00e9 et S\u00e9curit\u00e9 du Travail du Qu\u00e9bec","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"202025","full_name":"Isabelle Lessard","members_type":"CORP","paid_thru":"2023-08-31","organization_id":"10533","trc":"False","wera":"False","province":"QC","language":"French","corp_cancel_date":"2023-11-02","do_id":"L25O2876","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","temp_do_id_for_auto_old_do_id":"L25O2876","npi_email_temp":"no-email356@ler.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39715","email":"teresamcd@cogeco.ca","first_name":"Teresa","last_name":"McDonald","phone":"","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Teresa McDonald, PLP","language":"English","canceldate":"2023-07-11","cpa_certification":"CPM","time_zone":"2","area_code":"519","members_type":"PRO","new_member_date_2":"2014-05-13","pds_april":"3","cert_status":"ACTIVE","phone_2":"5193221835","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"33810","intcode":"06","blocnote":"June 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-30T13:02:00-04:00","pds_july":"3","paid_thru":"2027-04-20","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2507461","temp_intcode_for_auto_old_int_code":"6","pds_august":"3","pds_september":"3","last_act_type":"2026-04-19","pipeline_2_members_only_ast":"","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","do_id":"LB2507461","old_do_id":"L25P00412","npi_email_temp":"teresamcd@cogeco.ca","formatted_paid_thru":"20\/04\/2027","latest_paid_thru":"2027-04-20"}},"seriesid":"163"}
{"contact":{"id":"38388","email":"turner02@hotmail.ca","first_name":"Laura","last_name":"Turner","phone":"7807783927","orgname":"Total Depth Well Services Inc.","customer_acct_name":"Total Depth Well Services Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Laura Turner","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C04271","new_member_date_2":"2023-09-24","phone_2":"7807060916","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329688","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04271","last_infoline_date_type":"2023-10-26","last_act_type":"2023-10-26","pcl_status":"P","pcl_completion_date":"2024-01-22","pf1_status":"P","pf1_completion_date":"2024-05-09","number_of_passed_courses":"2","intcode":"06","blocnote":"Nov 7 2025 not in\r\nLNC Dec 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T12:00:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"turner02@hotmail.ca","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
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{"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","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","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
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{"contact":{"id":"44354","email":"dapainderjit1999@gmail.com","first_name":"Dapainderjit","last_name":"Kaur","phone":"6478065782","orgname":"Red Apple Stores ULC","customer_acct_name":"Red Apple Stores ULC","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341006","full_name":"Dapainderjit Kaur","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-05","paid_thru":"2025-08-31","phone_2":"6478065782","pcl_status":"P","pcl_completion_date":"2024-12-02","pf1_status":"F","pf1_completion_date":"2025-03-20","province":"ON","last_act_type":"2025-12-12","language":"English","do_id":"L25C8150","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8150","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"16","blocnote":"LNC \/ 10 December 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T09:05:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"dapainderjit1999@gmail.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
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{"contact":{"id":"37799","email":"liyi.zhou912@gmail.com","first_name":"Liyi","last_name":"Zhou","phone":"6043968015","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Liyi Zhou","language":"English","canceldate":"2024-04-02","time_zone":"5","area_code":"604","members_type":"CAND","new_member_date_2":"2023-01-26","phone_2":"6043968015","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"321110","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C03257","last_act_type":"2024-04-22","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"F","pf1_completion_date":"2023-09-25","number_of_passed_courses":"1","blocnote":"LNC \/ 13 November 2025 She is not interested to renew and didn't do the survey","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T18:26:00-05:00","intcode":"21","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"liyi.zhou912@gmail.com","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"11","old_do_id":"L25C03257","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"38490","email":"saifullahkhalid55535@outlook.com","first_name":"Saifullah","last_name":"Khalid","phone":"3652288256","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Saifullah Khalid","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"365","members_type":"CAND","new_member_date_2":"2023-04-28","phone_2":"3652288256","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324252","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03577","last_act_type":"2023-08-27","pcl_status":"P","pcl_completion_date":"2023-08-27","pf1_status":"F","pf1_completion_date":"2024-02-20","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 17 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T10:13:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"saifullahkhalid55535@outlook.com","pcl_completion_date_5":"2028-08-27","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03577","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"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","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":"2026-02-02","pcl_status":"P","pcl_completion_date":"2023-08-27","pf1_status":"P","pf1_completion_date":"2024-05-09","number_of_passed_courses":"3","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":"P","date_of_renewal_identification":"2026-02-03","pcl_completion_date_5":"2028-08-27","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","pf2_completion_date":"2026-05-13"}},"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":"2024-12-09","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","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"37719","email":"samirziab@gmail.com","first_name":"Samir","last_name":"Ziab","phone":"5198781267","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Samir Ziab","language":"English","canceldate":"2024-03-02","time_zone":"2","area_code":"519","members_type":"CAND","new_member_date_2":"2023-01-23","phone_2":"5198781267","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"320919","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C03247","last_act_type":"2023-01-20","pcl_status":"F","pcl_completion_date":"2023-05-25","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 26 November 2025 Not in service","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T14:55:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","old_int_code":"16","npi_email_temp":"samirziab@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03247","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"45876","email":"no-email394@ler.com","first_name":"Sheku-Ayouba","last_name":"Bell","phone":"5148454500","orgname":"Crofton Moore Property Services Inc.","customer_acct_name":"Crofton Moore Property Services Inc.","tags":"LER_dummy, 251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"260695","full_name":"Sheku-Ayouba Bell","members_type":"CORP","paid_thru":"2025-01-31","organization_id":"20993","trc":"False","wera":"False","province":"QC","last_act_type":"2020-10-07","language":"English","corp_cancel_date":"2025-04-02","do_id":"L25O3102","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3102","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email394@ler.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37179","email":"hello@diamondtreecare.ca","first_name":"Tara","last_name":"Meisner","phone":"9058786444","orgname":"Diamond Tree Care & Consulting Inc.","customer_acct_name":"Diamond Tree Care & Consulting Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tara Meisner","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01369","new_member_date_2":"2020-12-04","phone_2":"2263786581","province":"ON","zerobounce_reason":"do_not_mail","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"295555","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01369","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-11-22","pcl_status":"P","pcl_completion_date":"2021-04-07","pf1_status":"F","pf1_completion_date":"2022-01-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"hello@diamondtreecare.ca","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"38679","email":"aileeni21@yahoo.com","first_name":"Aileen","last_name":"Barraca","phone":"3067744768","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Aileen Barraca","language":"English","canceldate":"2024-05-02","time_zone":"3","area_code":"306","members_type":"CAND","new_member_date_2":"2023-03-07","phone_2":"3067744768","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322373","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C03364","last_act_type":"2023-07-28","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-09-28","pf2_status":"P","pf2_completion_date":"2023-12-20","number_of_passed_courses":"3","sendapplicationform":"2025-12-16T11:05:00-05:00","blocnote":"Nov 7 2025 completed with renewal\r\nLNC \/ 16 December 2025 She will renew before the end of the year and take the introduction to accounting for her PCP","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T11:07:00-05:00","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":"Yes","membershipcostspecify":"It was over my budget","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","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":"False","npi_email_temp":"aileeni21@yahoo.com","old_int_code":"02","old_do_id":"L25C03364","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"37208","email":"reshmikrishna1108@gmail.com","first_name":"Reshmi","last_name":"Krishna","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Reshmi Radha Krishna, PCP","language":"English","canceldate":"2024-02-03","time_zone":"2","area_code":"437","members_type":"PRO","new_member_date_2":"2025-09-04","phone_2":"4373661190","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"319923","paid_thru":"2026-08-31","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2506950","last_act_type":"2025-11-28","cert_status":"ACTIVE","cpa_certification":"PCP","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":"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","old_do_id":"L25C03181","npi_email_temp":"reshmikrishna1108@gmail.com","pcl_completion_date_5":"2028-04-02","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"40511","email":"13721617476@163.com","first_name":"Haiyan","last_name":"Li","phone":"4379850730","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":"335218","full_name":"Haiyan Li","members_type":"CAND","do_id":"L25C04640","lead_status":"Lapsed Member","new_member_date_2":"2024-03-08","city_1":"Nepean","province":"ON","language":"English","time_zone":"2","area_code":"437","phone_2":"3439889022","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","canceldate":"2025-05-02","cpa_certification":"PCP","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04640","last_act_type":"2024-10-10","pcl_status":"P","pcl_completion_date":"2024-05-23","pf1_status":"P","pf1_completion_date":"2024-06-21","pf2_status":"P","pf2_completion_date":"2024-07-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-10-10","number_of_passed_courses":"4","intcode":"07","blocnote":"Nov 10 2025 vm \r\nLNC Dec 15 2025 not available","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T10:45:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"07","trc":"True","wera":"True","old_int_code":"06","npi_email_temp":"13721617476@163.com","pcl_completion_date_5":"2029-05-23","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"41800","email":"marinaw1810@yahoo.ca","first_name":"Marina","last_name":"Wright","phone":"5068533061","orgname":"Family and Early Childhood Anglophone East","customer_acct_name":"Family and Early Childhood Anglophone East","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"114284","full_name":"Marina Wright","lead_status":"Lapsed Member","do_id":"L25P01980","members_type":"PRO","new_member_date_2":"2008-05-07","city_1":"Stoney Creek","province":"NB","language":"English","time_zone":"1","area_code":"506","phone_2":"5063877740","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","pds_july":"3","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2025-04-30","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25P01980","pds_august":"3","blocnote":"03 September 2025 Not in the office\r\n22 September 2025 She didn't want to participate saying that she didn't benefit from it much\n2026 May 11 call reached voicemail or gatekeeper, no contact with Marina.\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 - Reached voicemail\/gatekeeper: Family and Early Childhood Anglophone East; no contact Marina.\n2026 May 13 - Reached live contact, introduced and asked to conduct survey; call ended without responses","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T08:41:44-04:00","intcode":"15","temp_intcode_for_auto_old_int_code":"15","pds_september":"3","last_conf_date_type":"2010-07-06","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2007-12-14","pf1_status":"P","pf1_completion_date":"2008-08-12","pf2_status":"P","pf2_completion_date":"2009-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-07-17","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"marinaw1810@yahoo.ca","pcl_completion_date_5":"2012-12-14","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","thewithdrawaldate":"2025-07-04","aitm_status_called":"2026-05-13T08:56:43-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent reached a live person (Marina), introduced themselves and asked permission to ask quick survey questions about a lapsed Professional membership; the call ended before any survey responses were captured.","aitm_callsummarytitle":"Reached contact; call ended before survey","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","old_int_code":"06","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b48d66dfd707e0aa09458a2242c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b48d66dfd707e0aa09458a2242c","mini_nps":"3","onesentencenotrenewed":"No contact reached; no renewal discussion occurred.","initialvalue":"Other","othermemberbenefit":"Not provided","prootherreasonsnottorenew":"No contact reached to provide reason","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37797","email":"p.masters7@gmail.com","first_name":"Peter","last_name":"Masters","phone":"7788877408","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Peter Masters","language":"English","canceldate":"2024-06-04","time_zone":"5","area_code":"778","members_type":"CAND","new_member_date_2":"2023-04-06","phone_2":"7788877408","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323568","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03497","last_act_type":"2023-08-27","pcl_status":"F","pcl_completion_date":"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":"2025-11-26T16:04:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"p.masters7@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03497","pcl_completion_date_5":"2028-08-27","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"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":"260522 Lapsed DEL","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":"LB2505892","last_act_type":"2025-09-06","company_paid_thru":"2027-01-31","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","npi_email_temp":"kimberly.brett@maximuscanada.ca","pcl_completion_date_5":"2030-05-16","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37015","email":"scole60@hotmail.com","first_name":"Sandra","last_name":"Cole","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sandra Cole","language":"English","canceldate":"2023-01-05","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C01353","new_member_date_2":"2020-11-25","phone_2":"2502401179","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"295193","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25C01353","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-04-09","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"P","pf1_completion_date":"2021-08-29","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"scole60@hotmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"37057","email":"jenniferszn@hotmail.com","first_name":"Zhenni","last_name":"Su","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Zhenni Su","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02359","new_member_date_2":"2022-05-09","cert_status":"PENDING","phone_2":"4038895678","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"312548","paid_thru":"2023-04-30","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":"L25C02359","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-18","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2022-09-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-01-17","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"jenniferszn@hotmail.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"39750","email":"lyssa10_angels@yahoo.com","first_name":"Alyssa","last_name":"Vera","phone":"3062443177","orgname":"Federated Co-Operatives Ltd.","customer_acct_name":"Federated Co-Operatives Ltd.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Alyssa De Vera, PCP","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","time_zone":"3","area_code":"306","members_type":"CORP","new_member_date_2":"2021-05-12","cert_status":"ACTIVE","phone_2":"3068502974","province":"SK","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"300347","organization_id":"179577","intcode":"99","blocnote":"June 30 2025 her membership is renewed under the company's name","dhmsfin_telemarketing_last_contacted_date":"2025-06-30T12:48:00-04:00","old_int_code":"13","date_of_renewal_identification":"2026-05-28","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25O04792","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-04-05","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2022-04-05","pf1_status":"P","pf1_completion_date":"2021-12-23","pf2_status":"P","pf2_completion_date":"2022-08-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-05-18","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25O04792","old_do_id":"LB2506195","npi_email_temp":"lyssa10_angels@yahoo.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-02","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40468","email":"h.gumber@hotmail.com","first_name":"Harkamal","last_name":"Gumber","phone":"6478967152","orgname":"Slingshot Transportation Inc.","customer_acct_name":"Slingshot Transportation Inc.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"335245","full_name":"Harkamal Gumber","members_type":"CAND","do_id":"L25C04618","lead_status":"Lapsed Member","new_member_date_2":"2024-03-12","city_1":"Brampton","province":"ON","language":"English","time_zone":"2","area_code":"866","phone_2":"6478967152","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04618","last_act_type":"2024-12-03","pcl_status":"F","pcl_completion_date":"2024-05-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T13:58:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"h.gumber@hotmail.com","pcl_completion_date_5":"2029-05-23","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"42812","email":"no-email150@ler.com","first_name":"Marie-Kim","last_name":"Poulin","phone":"4504177262","orgname":"Bourdon & Guay, CPA Inc.","customer_acct_name":"Bourdon & Guay, CPA Inc.","tags":"LER_dummy","ip4":"0.0.0.0","fields":{"individual_id":"340004","full_name":"Marie-Kim Poulin","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01339","organization_id":"313628","coidnewmbrdate":"2022-06-01","city_1":"Terrebonne","province":"QC","language":"English","time_zone":"2","area_code":"450","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25O01339","last_act_type":"2024-10-16","blocnote":"Sept 4 2025 vm  Sept 24 2025 vm\r\nOct 7 2025 she is not working there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T13:11:00-04:00","intcode":"16","temp_intcode_for_auto_old_int_code":"16","old_int_code":"12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email150@ler.com","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","company_paid_thru":"2025-05-31","corp_cancel_date":"2025-08-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37804","email":"trudy.amos@ryscocorrosion.com","first_name":"Trudy","last_name":"Amos","phone":"8673345306","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Trudy Amos","language":"English","canceldate":"2024-10-02","time_zone":"4","area_code":"867","members_type":"CAND","do_id":"L25C03943","new_member_date_2":"2023-08-18","phone_2":"8673345306","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327164","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C03943","last_act_type":"2023-08-18","pcl_status":"F","pcl_completion_date":"2024-01-22","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"LNC \/ 26 November 2025 Not authorized to dial this number","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T15:51:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"trudy.amos@ryscocorrosion.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"44475","email":"mandi.hunt@ymanitoba.ca","first_name":"Mandi","last_name":"Hunt","phone":"2049473044","orgname":"YMCA Winnipeg","customer_acct_name":"YMCA Winnipeg","tags":"251126 New AST, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"individual_id":"259723","full_name":"Mandi Hunt","members_type":"AST","new_member_date_2":"2025-11-19","paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2018-06-03","pf1_status":"P","pf1_completion_date":"2018-10-21","pf2_status":"P","pf2_completion_date":"2019-10-13","trc":"True","wera":"False","province":"MB","last_act_type":"2025-11-19","language":"English","last_infoline_date_type":"2024-05-21","do_id":"AST2498","number_of_passed_courses":"3","time_zone":"3","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2498","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member to be called","blocnote":"Dec 4 2025 she is only reachable through email","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T10:16:00-05:00","intcode":"16","temp_intcode_for_auto_old_int_code":"16","telemarketing_call_date":"2025-12-04","npi_email_temp":"mandi.hunt@ymanitoba.ca","pcl_completion_date_5":"2023-06-03","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"38699","email":"monicabpatel14@gmail.com","first_name":"Monika","last_name":"Patel","phone":"6472853294","orgname":"401 Auto Rv Canada","customer_acct_name":"401 Auto Rv Canada","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Monika Patel, PCP","language":"English","canceldate":"2023-03-02","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"PRO","do_id":"L25P01044","new_member_date_2":"2025-08-08","cert_status":"ACTIVE","phone_2":"6472853294","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"245180","intcode":"99","blocnote":"June 23 2025 vm\r\nSept 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T15:53:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"L25P01044","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","last_infoline_date_type":"2023-07-25","last_act_type":"2025-06-09","pcl_status":"P","pcl_completion_date":"2016-09-04","pf1_status":"P","pf1_completion_date":"2016-10-02","pf2_status":"P","pf2_completion_date":"2016-10-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-07-09","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"monicabpatel14@gmail.com","pcl_completion_date_5":"2021-09-04","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
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{"contact":{"id":"39695","email":"karrille.k.george@gmail.com","first_name":"Karrille","last_name":"George","phone":"4164256220","orgname":"Holland Bloorview Kids Rehabilitation Hospital","customer_acct_name":"Holland Bloorview Kids Rehabilitation Hospital","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Karrille George, PCP,Payroll Coordina","language":"English","canceldate":"2024-09-04","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2021-07-05","cert_status":"ACTIVE","phone_2":"3478103665","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"272147","organization_id":"144706","intcode":"99","blocnote":"June 30 2025 She is now a member with her company","dhmsfin_telemarketing_last_contacted_date":"2025-06-30T11:15:00-04:00","old_int_code":"13","date_of_renewal_identification":"2026-05-28","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2505800","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2023-06-28","last_act_type":"2026-12-01","company_paid_thru":"2027-03-31","pcl_status":"P","pcl_completion_date":"2019-03-10","pf1_status":"P","pf1_completion_date":"2019-04-15","pf2_status":"P","pf2_completion_date":"2019-05-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-05-03","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505800","old_do_id":"L25P01263","npi_email_temp":"karrille.k.george@gmail.com","pcl_completion_date_5":"2024-03-10","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40409","email":"a.androsoff@sasktel.net","first_name":"Alysia","last_name":"Androsoff","phone":"3062423315","orgname":"CP Distributors","customer_acct_name":"CP Distributors","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"315093","full_name":"Alysia Androsoff","members_type":"CAND","do_id":"L25C04588","lead_status":"Refused","new_member_date_2":"2022-07-29","city_1":"Saskatoon","province":"SK","language":"English","time_zone":"3","area_code":"306","phone_2":"3063700626","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-05-02","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04588","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-08-24","last_act_type":"2024-07-03","pcl_status":"P","pcl_completion_date":"2023-07-12","pf1_status":"P","pf1_completion_date":"2023-09-25","pf2_status":"P","pf2_completion_date":"2024-07-12","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"a.androsoff@sasktel.net","pcl_completion_date_5":"2028-07-12","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"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":"2025-03-11","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","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"38697","email":"jbgalura30@gmail.com","first_name":"Jasmin","last_name":"Galura","phone":"7807161530","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jasmin Galura","language":"English","canceldate":"2024-08-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C03801","new_member_date_2":"2023-06-15","phone_2":"7807161530","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326099","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03801","last_act_type":"2023-06-15","pcl_status":"F","pcl_completion_date":"2023-08-23","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LNC \/ 27 November 2025 She needed it just for a requirement at college for a course - not in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:12:00-05:00","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","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":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"9","age_range":"31 to 45 years","selfpayrollproficiency":"Native","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"jbgalura30@gmail.com","pcl_completion_date_5":"2028-08-23","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"39789","email":"januarywrenn@gmail.com","first_name":"January","last_name":"Wrenn","phone":"4034442501","orgname":"WestJet","customer_acct_name":"WestJet","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"January Wrenn, PCP","language":"English","canceldate":"2024-02-13","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2017-03-01","cert_status":"ACTIVE","phone_2":"4039984204","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","intcode":"99","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"","individual_id":"37444","organization_id":"39034","blocnote":"June 30 2025 no answer\r\nSept 9 2025 She is now under corporate membership.","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T15:57:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-04-30","old_int_code":"13","temp_do_id_for_auto_old_do_id":"LB2505527","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2505527","last_act_type":"2026-12-01","company_paid_thru":"2027-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2017-06-22","pf1_status":"P","pf1_completion_date":"2019-08-19","pf2_status":"P","pf2_completion_date":"2020-08-09","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":"januarywrenn@gmail.com","pcl_completion_date_5":"2022-06-22","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44320","email":"elainecamaral@hotmail.com","first_name":"Elaine","last_name":"Amaral","phone":"6046551940","orgname":"Unit Electrical Engineering","customer_acct_name":"Unit Electrical Engineering","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"328948","full_name":"Elaine Amaral","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2023-09-13","paid_thru":"2025-08-31","phone_2":"6046551940","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2023-12-18","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":"2024-11-28","province":"BC","cpa_certification":"PCP","last_act_type":"2024-11-28","language":"English","do_id":"L25C8115","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":"L25C8115","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 8 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T17:15:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"elainecamaral@hotmail.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"37210","email":"mfedwards.bookkeeping@gmail.com","first_name":"Michelle","last_name":"Edwards","phone":"3069213866","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Michelle Edwards","language":"English","canceldate":"2024-04-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C02137","new_member_date_2":"2022-02-28","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"310531","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C02137","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-03-16","last_act_type":"2023-03-02","pcl_status":"F","pcl_completion_date":"2022-08-21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mfedwards.bookkeeping@gmail.com","pcl_completion_date_5":"2027-08-21","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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":"2024-01-10","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","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"38790","email":"rosciel85@gmail.com","first_name":"Rosciel","last_name":"Castro","phone":"4036127260","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Rosciel De Castro","language":"English","canceldate":"2024-08-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C03811","new_member_date_2":"2023-06-15","phone_2":"4036127260","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326127","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03811","last_act_type":"2023-06-15","pcl_status":"P","pcl_completion_date":"2024-02-26","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T11:26:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"rosciel85@gmail.com","pcl_completion_date_5":"2029-02-26","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"38413","email":"dkirzinger@prairiemeats.ca","first_name":"Darlene","last_name":"Kirzinger","phone":"3064778519","orgname":"CSS Pension Plan","customer_acct_name":"CSS Pension Plan","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Darlene Kirzinger","language":"English","canceldate":"2023-12-02","cpa_certification":"PCP","time_zone":"3","area_code":"306","members_type":"PRO","do_id":"L25P00518","new_member_date_2":"2019-10-17","pds_april":"3","cert_status":"WITHDRAWN","phone_2":"3062314583","province":"SK","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"99384","intcode":"21","blocnote":"June 17 2025 Darlene is no longer there and teh payroll poeple are only reachable through email","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T12:44:00-04:00","pds_july":"3","paid_thru":"2023-09-30","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P00518","temp_intcode_for_auto_old_int_code":"21","pds_august":"3","pds_september":"3","last_conf_date_type":"2017-06-13","last_act_type":"2024-01-03","pcl_status":"P","pcl_completion_date":"2006-06-23","pf1_status":"P","pf1_completion_date":"2007-03-22","pf2_status":"P","pf2_completion_date":"2016-05-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-02-26","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"3","npi_email_temp":"dkirzinger@prairiemeats.ca","pcl_completion_date_5":"2011-06-23","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"42852","email":"yunliangzhu@outlook.com","first_name":"Yun","last_name":"Zhu","phone":"5068861818","orgname":"Viral Emart Corp.","customer_acct_name":"Viral Emart Corp.","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":"331932","full_name":"Yun Liang Zhu","new_member_date_2":"2024-07-18","city_1":"Scarborough","province":"ON","language":"English","time_zone":"1","area_code":"506","phone_2":"5068861818","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25A02040","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","canceldate":"2025-09-03","paid_thru":"2025-06-30","date_of_renewal_identification":"","old_do_id":"AST2119","members_type":"AST","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A02040","intcode":"05","blocnote":"LN \/ 01 October 2025 VM\n2026-02-26 dial failed\n2026-02-26 Dial no answer\n2026-03-04 Dial no answer, phone: +15068861818\n2026-03-06 Dial no answer, phone: +15068861818\n2026-03-06 Dial no answer, phone: +15068861818\n2026-03-09 Dial no answer, phone: +15068861818\n2026-03-09 Dial no answer, phone: +15068861818\n2026-03-11 Dial no answer, phone: +15068861818","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T14:06:47-04:00","temp_intcode_for_auto_old_int_code":"05","last_act_type":"2025-04-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"yunliangzhu@outlook.com","aitm_status_called":"2026-03-11T14:16:48-04:00","number_of_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"05","retell_call_status":"not_connected","number_of_total_call_attempts":"8","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"45870","email":"tracy@bonfirebookkeeping.com","first_name":"Tracy","last_name":"Lampron","phone":"2508574625","orgname":"Bonfire Bookkeeping","customer_acct_name":"Bonfire Bookkeeping","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"296677","full_name":"Tracy Lampron, CPB","members_type":"CORP","paid_thru":"2023-12-31","phone_2":"8192130260","organization_id":"296678","trc":"False","wera":"False","province":"QC","last_act_type":"2024-02-13","language":"English","last_infoline_date_type":"2021-02-02","corp_cancel_date":"2024-03-02","do_id":"L25O3361","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3361","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"tracy@bonfirebookkeeping.com","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38544","email":"maryadavidson@yahoo.ca","first_name":"Mary","last_name":"Davidson","phone":"6135912100","orgname":"Best Theratronics Ltd.","customer_acct_name":"Best Theratronics Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Mary Davidson","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","extension_phone_1":"2720","time_zone":"2","area_code":"613","members_type":"PRO","do_id":"L25P00528","new_member_date_2":"2017-05-02","pds_april":"1","cert_status":"WITHDRAWN","phone_2":"6135912110","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"102043","intcode":"0","blocnote":"June 18 2025 Person who answered said was the wrong number.\r\n2nd number no answer\n2026 May 19 call to Best Theratronics and Best Medical Canada, no Mary Davidson at this number","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T12:12:02-04:00","pds_july":"1","paid_thru":"2024-03-31","old_int_code":"08","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25P00528","temp_intcode_for_auto_old_int_code":"08","pds_august":"1","pds_september":"1","last_infoline_date_type":"2020-03-04","last_act_type":"2024-08-13","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"maryadavidson@yahoo.ca","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","thewithdrawaldate":"2024-06-04","aitm_status_called":"2026-05-19T12:12:02-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Best Theratronics and Best Medical Canada asking for Mary Davidson, but the person who answered stated that there is no one by that name at the number. The call ended after this clarification.","aitm_callsummarytitle":"No Mary Davidson at Number","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d6e92987872efffeeba702a0c52","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d6e92987872efffeeba702a0c52","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"38767","email":"baby_jenny00@yahoo.com","first_name":"Jennelyn","last_name":"Nugas","phone":"4039963339","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jennelyn Nugas","language":"English","canceldate":"2024-05-02","time_zone":"4","area_code":"403","members_type":"CAND","new_member_date_2":"2023-03-08","phone_2":"4039963339","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322405","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03374","last_act_type":"2023-07-19","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-08-23","pf2_status":"P","pf2_completion_date":"2023-11-02","number_of_passed_courses":"3","intcode":"21","blocnote":"Nov 7 2025 vm\r\nLNC Dec 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T13:53:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"baby_jenny00@yahoo.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03374","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"contact":{"id":"38550","email":"mariana_alphonse@yahoo.com","first_name":"Mariana","last_name":"Beshay","phone":"9055011700","orgname":"Messer Canada Inc.","customer_acct_name":"Messer Canada Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Mariana Beshay, PLP","language":"English","canceldate":"2023-08-22","cpa_certification":"CPM","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2022-07-07","pds_april":"4","cert_status":"ACTIVE","phone_2":"6476878132","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"242064","organization_id":"12963","intcode":"99","blocnote":"June 18 2025 vm\r\nSept 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T15:21:00-04:00","pipeline_2_members_only_ast":"","pds_july":"4","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2506285","temp_intcode_for_auto_old_int_code":"99","pds_august":"4","old_do_id":"LB2506285","old_int_code":"6","pds_september":"4","last_conf_date_type":"2026-06-02","last_act_type":"2026-05-13","company_paid_thru":"2027-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2016-05-16","pf1_status":"P","pf1_completion_date":"2016-05-23","pf2_status":"P","pf2_completion_date":"2016-06-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-11-20","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"5","npi_email_temp":"mariana_alphonse@yahoo.com","pcl_completion_date_5":"2021-05-16","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","last_infoline_date_type":"2026-05-13","do_id":"","company_status":"A"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","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":"May 13 2026 completed with one email sent","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T12:27:00-04:00","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":"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":"2026-05-26","last_act_type":"2026-05-26","telemarketing_call_date":"2026-05-13","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":"31","temp_intcode_for_auto_old_int_code":"31","trc":"True","wera":"False","npi_email_temp":"amachan@telus.net","pcl_completion_date_5":"2024-12-03","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","sendaigeneral":"2026-05-13T12:27:00-04:00","sendaiemail":"2026-05-13T12:27:21-04:00","sendaidate":"2026-05-13T12:27:21-04:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","old_int_code":"99"}},"seriesid":"163"}
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{"contact":{"id":"41828","email":"jmak3692@hotmail.com","first_name":"Jonathan","last_name":"Mak","phone":"6042769889","orgname":"T & T Supermarket","customer_acct_name":"T & T Supermarket","tags":"WR250723, npiAlert13, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"338383","full_name":"Jonathan Mak","lead_status":"Renewed Lapsed","members_type":"CORP","new_member_date_2":"2024-07-29","city_1":"Delta","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7785228431","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","coidnewmbrdate":"1999-01-08","origin":"Lapsed members","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","paid_thru":"2026-07-31","canceldate":"2025-07-18","temp_do_id_for_auto_old_do_id":"L25O02363","organization_id":"26941","do_id":"L25O02363","old_do_id":"L25C05300","last_act_type":"2025-11-13","company_paid_thru":"2026-07-31","intcode":"99","blocnote":"LN Oct 20 2025 He said that the membership is still ongoing.","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T13:29:00-04:00","temp_intcode_for_auto_old_int_code":"99","old_int_code":"13","pcl_status":"P","pcl_completion_date":"2024-11-01","pf1_status":"P","pf1_completion_date":"2025-05-24","pf2_status":"P","pf2_completion_date":"2025-09-10","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"jmak3692@hotmail.com","pcl_completion_date_5":"2029-11-01","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38745","email":"denise-jonasson@shaw.ca","first_name":"Denise","last_name":"Jonasson","phone":"8678734332","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Denise Jonasson","language":"English","canceldate":"2024-04-01","cpa_certification":"PCP","time_zone":"4","area_code":"867","members_type":"PRO","do_id":"L25P00544","new_member_date_2":"2019-04-10","pds_april":"11","cert_status":"WITHDRAWN","phone_2":"4032767295","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"106944","intcode":"0","blocnote":"June 19 2025 vm msg not authorize to dial this number\n2026 May 12 call reached wrong number, Denise Jonasson not available at this number","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T13:37:51-04:00","pds_july":"11","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25P00544","temp_intcode_for_auto_old_int_code":"08","pds_august":"11","pds_september":"11","last_conf_date_type":"2016-06-15","last_act_type":"2024-06-30","pcl_status":"P","pcl_completion_date":"2007-07-10","pf1_status":"P","pf1_completion_date":"2008-06-24","pf2_status":"P","pf2_completion_date":"2008-12-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-05-30","number_of_passed_courses":"4","pds_october":"11","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"denise-jonasson@shaw.ca","pcl_completion_date_5":"2012-07-10","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","thewithdrawaldate":"2024-04-01","aitm_status_called":"2026-05-12T13:37:51-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Denise Jonasson regarding her past membership but was informed that Denise is not working at the number called. The agent apologized and ended the call politely.","aitm_callsummarytitle":"Contact Not Available - Wrong 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","session_id":"call_10935ceff0d996806a70bd4470f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_10935ceff0d996806a70bd4470f","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"41732","email":"munirasamnani85@gmail.com","first_name":"Munira","last_name":"Samnani","phone":"6393827862","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":"338193","full_name":"Munira Samnani","lead_status":"Lapsed Member","do_id":"L25C05250","members_type":"CAND","new_member_date_2":"2024-05-28","city_1":"Regina","province":"SK","language":"English","time_zone":"3","area_code":"639","phone_2":"6393827862","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":"L25C05250","last_act_type":"2024-09-07","pcl_status":"F","pcl_completion_date":"2024-09-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"10","blocnote":"LNC Dec 2 2025 call after 4","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T15:33:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","old_int_code":"06","npi_email_temp":"munirasamnani85@gmail.com","pcl_completion_date_5":"2029-09-03","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"37085","email":"works4cn@gmail.com","first_name":"Darlene","last_name":"Vries","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Darlene Carreon De Vries","language":"English","canceldate":"2023-02-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C01360","new_member_date_2":"2020-11-26","phone_2":"5874374701","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"295291","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01360","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-10-29","pcl_status":"P","pcl_completion_date":"2021-05-17","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"F","pf2_completion_date":"2022-05-08","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"works4cn@gmail.com","pcl_completion_date_5":"2026-05-17","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"38627","email":"priyanshmesaniya1524@gmail.com","first_name":"Priyansh","last_name":"Mesaniya","phone":"4373663151","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Priyansh Mesaniya","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"437","members_type":"CAND","new_member_date_2":"2023-03-06","phone_2":"4373663151","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322349","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03358","last_act_type":"2023-03-03","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":"2025-11-27T13:09:00-05:00","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","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":"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":"priyanshmesaniya1524@gmail.com","old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03358","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"contact":{"id":"38574","email":"tfranckrostand@gmail.com","first_name":"Franck","last_name":"Foukou","phone":"5879829686","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Franck Rostand Takam Foukou","language":"French","canceldate":"2024-08-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C03788","new_member_date_2":"2023-06-14","phone_2":"5879829686","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326037","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03788","last_infoline_date_type":"2023-08-08","last_act_type":"2023-05-10","number_of_passed_courses":"0","trc":"False","wera":"False","sendapplicationform":"2025-12-11T11:17:00-05:00","blocnote":"lnc\r\ncompleter 11 dec 2025 envoie des 2 courriels","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:18:00-05:00","sendastapplicationform":"2025-12-11T11:17:00-05:00","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":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"na pas aime le programme de inp","notrenewednotused":"No","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"manque de commination et pas de retour d'appel rapide","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"cout \u00e9lev\u00e9","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"manque de service et de ressources","careerchange":"Yes","careerchangespecify":"le contenu des cours n'est pas assez \u00e9laborer et manque de pr\u00e9cision et aimerait avoir des cours de petits groupes","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"oui s\u00e9minaire dispendieux pour un \u00e9tudiant","engagingstrategiesspecify":"car pour avancer sa carri\u00e8re et acqu\u00e9rir plus d'exp\u00e9rience","mini_nps":"1","age_range":"31 to 45 years","selfpayrollproficiency":"Native","intcode":"02","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"02","last_engaged_date":"2026-02-12","npi_email_temp":"tfranckrostand@gmail.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"38744","email":"sahilyadav633@gmail.com","first_name":"Sahil","last_name":"Yadav","phone":"6479391208","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sahil Yadav","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C04313","new_member_date_2":"2023-10-10","phone_2":"6479391208","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330000","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04313","last_act_type":"2023-12-14","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T13:26:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"sahilyadav633@gmail.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"42821","email":"priya.kande@gmail.com","first_name":"Priyatharshini","last_name":"Kandeepan","phone":"9054700025","orgname":"Multimatic Inc.","customer_acct_name":"Multimatic Inc.","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"235067","full_name":"Priyatharshini Kandeepan","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P02120","new_member_date_2":"2015-06-12","city_1":"Stroufville","province":"ON","language":"English","time_zone":"2","extension_phone_1":"633","area_code":"905","phone_2":"6472710449","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":"L25P02120","cert_status":"WITHDRAWN","cpa_certification":"PCP","intcode":"16","blocnote":"LN \/ 30 September 2025 Number not in service\n2026 May 25 call reached Multimatic Technical Center, no Priyatharshini found","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:08-04:00","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":"2015-10-06","pf1_status":"P","pf1_completion_date":"2016-03-20","pf2_status":"P","pf2_completion_date":"2020-01-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-06-30","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"priya.kande@gmail.com","pcl_completion_date_5":"2020-10-06","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","thewithdrawaldate":"2025-08-02","aitm_status_called":"2026-05-25T12:07:08-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called the Multimatic Technical Center and asked for Priyatharshini, but the user informed that no one by that name was present. The agent ended the call politely after confirming this information.","aitm_callsummarytitle":"No contact found with requested name","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_162f33ac7c910bf10a43b8bfc0c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_162f33ac7c910bf10a43b8bfc0c","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"40422","email":"ctasse@ccc.ca","first_name":"Christine","last_name":"Tass\u00e9","phone":"6135981135","orgname":"","customer_acct_name":"","tags":"WR250528, 250815 phone cannot be recovered, npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Christine Tass\u00e9","members_type":"CORP","do_id":"L25O00941","lead_status":"Lapsed Member","coidnewmbrdate":"2010-02-26","city_1":"Ottawa","language":"English","time_zone":"2","area_code":"613","pipeline_1_lapsed_members":"Lapsed Members","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"2025-05-29","individual_id":"41012","old_do_id":"L25O00858","pipeline_2_members_only_ast":"","intcode":"99","blocnote":"Aug 14 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-08-14T11:27:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"16","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00941","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-09-06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ctasse@ccc.ca","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"38690","email":"michaelapastora@gmail.com","first_name":"Michaela","last_name":"Pastora","phone":"6047927726","orgname":"Chilliwack Society for Community Living","customer_acct_name":"Chilliwack Society for Community Living","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Michaela Pastora, PLP","language":"English","canceldate":"2023-09-14","cpa_certification":"CPM","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2012-10-15","pds_april":"5","cert_status":"ACTIVE","phone_2":"6047731203","province":"BC","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","intcode":"99","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"206503","organization_id":"64675","blocnote":"June 19 2025 vm 3206 payroll\r\nSept 4 2025 vm First name said ``Misheila``","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T16:52:00-04:00","pipeline_2_members_only_ast":"","pds_july":"5","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25O04570","temp_intcode_for_auto_old_int_code":"99","pds_august":"5","old_do_id":"LB2506434","old_int_code":"6","pds_september":"5","last_infoline_date_type":"2026-01-22","last_conf_date_type":"2022-06-08","last_act_type":"2026-01-22","company_paid_thru":"2027-01-31","date_of_renewal_identification":"2026-05-28","pcl_status":"P","pcl_completion_date":"2013-02-04","pf1_status":"P","pf1_completion_date":"2013-05-28","pf2_status":"P","pf2_completion_date":"2013-09-17","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","do_id":"L25O04570","npi_email_temp":"michaelapastora@gmail.com","pcl_completion_date_5":"2018-02-04","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41818","email":"julieanngracecorpuz@gmail.com","first_name":"Julie","last_name":"Corpuz","phone":"3066124855","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":"337599","full_name":"Julie Ann Grace Corpuz","lead_status":"Lapsed Member","do_id":"L25C05295","members_type":"CAND","new_member_date_2":"2024-05-10","city_1":"Langley","province":"BC","language":"English","time_zone":"3","area_code":"306","phone_2":"3066124855","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":"L25C05295","last_act_type":"2024-09-05","pcl_status":"P","pcl_completion_date":"2024-07-22","pf1_status":"P","pf1_completion_date":"2024-09-23","pf2_status":"P","pf2_completion_date":"2024-11-20","number_of_passed_courses":"3","intcode":"16","blocnote":"LNC \/ 11 November 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-11-11T10:15:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"True","wera":"False","npi_email_temp":"julieanngracecorpuz@gmail.com","pcl_completion_date_5":"2029-07-22","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"37239","email":"lpbenosa@gmail.com","first_name":"Lorena","last_name":"Benosa","phone":"5145497613","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Lorena Benosa","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"514","members_type":"CAND","new_member_date_2":"2023-03-30","phone_2":"5145497613","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322933","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03430","last_act_type":"2023-10-07","pcl_status":"P","pcl_completion_date":"2023-07-11","pf1_status":"F","pf1_completion_date":"2023-12-18","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 14 2025 Survey completed she is no longer in payroll as main job.","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T10:56:00-05:00","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":"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":"The cost of membership.","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"I am no longer in payroll. I am in acconting.","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","old_int_code":"01","trc":"True","wera":"False","npi_email_temp":"lpbenosa@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03430","pcl_completion_date_5":"2028-07-11","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"38471","email":"nancygirard004@gmail.com","first_name":"Nancy","last_name":"Girard","phone":"5148065104","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Nancy Girard","language":"French","canceldate":"2024-05-02","time_zone":"2","area_code":"514","members_type":"CAND","new_member_date_2":"2023-03-09","phone_2":"5148065104","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322244","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C03339","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2023-07-11","pf1_status":"F","pf1_completion_date":"2023-10-24","number_of_passed_courses":"1","intcode":"21","blocnote":"6 nov  2025 bv\r\n18 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T11:39:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"nancygirard004@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03339","pcl_completion_date_5":"2028-07-11","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"38590","email":"seanparsons1996@gmail.com","first_name":"Sean","last_name":"Parsons","phone":"7096375000","orgname":"Western Regional Health Authority","customer_acct_name":"Western Regional Health Authority","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Sean Parsons, PCP","language":"English","canceldate":"2024-09-12","cpa_certification":"PCP","time_zone":"1","area_code":"709","members_type":"CORP","new_member_date_2":"2023-09-27","cert_status":"ACTIVE","phone_2":"7096405869","province":"NL","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"329823","organization_id":"5627","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"L25C09770","old_do_id":"L25O05330","last_infoline_date_type":"2026-09-01","last_act_type":"2026-05-14","company_paid_thru":"2026-10-31","date_of_renewal_identification":"2026-05-28","pcl_status":"P","pcl_completion_date":"2024-02-05","pf1_status":"P","pf1_completion_date":"2024-05-28","pf2_status":"P","pf2_completion_date":"2024-09-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-07-18","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25C09770","npi_email_temp":"seanparsons1996@gmail.com","ln_entered_date":"2026-04-03","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","intcode":"99","temp_intcode_for_auto_old_int_code":"99","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37786","email":"barbthorogood@yahoo.ca","first_name":"Barbara","last_name":"Thorogood","phone":"5196150844","orgname":"Fanshawe College","customer_acct_name":"Fanshawe College","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Barbara Thorogood","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C04196","new_member_date_2":"2023-09-11","phone_2":"5196150844","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329113","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04196","last_act_type":"2023-08-09","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"01","blocnote":"LNC Nov 26 2025 Survey completed She said she works in a one person office and would not like membership. Also she would have liked less info add-ons that a member has to pay extra for.","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T16:00:00-05:00","onesentencenotrenewed":"","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","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":"More info without added costs.","membershipcost":"Yes","membershipcostspecify":"The cost of membership","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"There were added cost for some of the info.","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"Free blogs to go into for more information on payroll.","mini_nps":"1","age_range":"Above 61 years","selfpayrollproficiency":"Strong","old_int_code":"10","npi_email_temp":"barbthorogood@yahoo.ca","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"37787","email":"carolyn1216@hotmail.com","first_name":"Lin","last_name":"Ye","phone":"7807085590","orgname":"","customer_acct_name":"","tags":"npiAlert3, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Lin Ye","language":"English","canceldate":"2024-03-19","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CAND","new_member_date_2":"2023-04-10","cert_status":"WITHDRAWN","phone_2":"7807085590","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323537","pipeline_2_members_only_ast":"","paid_thru":"2025-09-30","temp_do_id_for_auto_old_do_id":"L25C07989","date_of_renewal_identification":"","last_act_type":"2025-07-12","old_do_id":"L25C07989","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2024-02-05","pf2_status":"P","pf2_completion_date":"2024-05-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-07-25","number_of_passed_courses":"4","intcode":"21","blocnote":"LNC Nov 5 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":"2025-12-17T16:54:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"carolyn1216@hotmail.com","old_int_code":"06","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"37724","email":"kimsugg@hotmail.com","first_name":"Kimberly","last_name":"Sugg","phone":"8006168878","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Kimberly Sugg","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","time_zone":"2","area_code":"800","members_type":"PRO","do_id":"L25P00714","new_member_date_2":"2011-08-08","cert_status":"WITHDRAWN","phone_2":"5194292365","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"186635","intcode":"21","blocnote":"June 16 2025 vm\r\nSept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T17:19:00-04:00","paid_thru":"2023-07-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P00714","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-01","pcl_status":"P","pcl_completion_date":"2011-12-06","pf1_status":"P","pf1_completion_date":"2012-07-25","pf2_status":"P","pf2_completion_date":"2013-10-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-06-12","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"kimsugg@hotmail.com","pcl_completion_date_5":"2016-12-06","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"37197","email":"ruchivijaysharma@gmail.com","first_name":"Ruchi","last_name":"Saini","phone":"6475699619","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ruchi Saini","language":"English","canceldate":"2024-03-02","time_zone":"2","area_code":"647","members_type":"CAND","new_member_date_2":"2023-01-11","phone_2":"6475699619","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"272161","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C00883","last_act_type":"2023-11-01","pcl_status":"P","pcl_completion_date":"2019-05-06","pf1_status":"F","pf1_completion_date":"2023-05-07","number_of_passed_courses":"1","sendapplicationform":"2025-11-14T10:49:00-05:00","blocnote":"LNC \/ 14 November 2025 She is out of country - she will renew when she is back\r\nLNC \/ 16 December 2025 She will renew later on not now","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T15:33:00-05:00","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"24","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C00883","npi_email_temp":"ruchivijaysharma@gmail.com","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"42799","email":"r.ide@emprez.com","first_name":"Robin","last_name":"Ide","phone":"5149040854","orgname":"Emprez Inc.","customer_acct_name":"Emprez Inc.","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"271012","full_name":"Robin Ide","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01309","organization_id":"251991","coidnewmbrdate":"2024-05-29","city_1":"Montr\u00e9al","province":"QC","language":"English","time_zone":"2","extension_phone_1":"231","area_code":"514","phone_2":"5149953315","zerobounce_reason":"invalid","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","blocnote":"Sept 4 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T13:47:00-04:00","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","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":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25O01309","temp_intcode_for_auto_old_int_code":"1","last_infoline_date_type":"2025-08-20","last_act_type":"2025-08-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"r.ide@emprez.com","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","company_paid_thru":"2025-05-31","corp_cancel_date":"2025-08-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41715","email":"nikhilputhran89@gmail.com","first_name":"Nikhil","last_name":"Puthran","phone":"2367771311","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":"336689","full_name":"Nikhil Puthran","lead_status":"Lapsed Member","do_id":"L25C05241","members_type":"CAND","new_member_date_2":"2024-05-23","city_1":"Surrey","province":"BC","language":"English","time_zone":"5","area_code":"236","phone_2":"2367771311","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":"L25C05241","last_act_type":"2024-05-23","pcl_status":"F","pcl_completion_date":"2024-07-19","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 02 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T16:05:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"nikhilputhran89@gmail.com","pcl_completion_date_5":"2029-07-19","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"42862","email":"mariahkt@gmail.com","first_name":"Mariah","last_name":"Thomas","phone":"2507317588","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"individual_id":"277900","full_name":"Mariah Thomas","members_type":"AST","lead_status":"Member","new_member_date_2":"2019-07-16","city_1":"Port Alberni","province":"BC","language":"English","time_zone":"5","area_code":"250","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Pre-membership expiration","do_id":"AST2122","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"AST2122","sendseptemail":"2025-09-30T12:48:00-04:00","blocnote":"June 1 2026 vm","sendaidate":"2025-12-01T10:14:04-05:00","extension_phone_1":"","email2":"","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T12:54:00-04:00","intcode":"06","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-10-20","last_act_type":"2025-10-20","telemarketing_call_date":"2026-05-13","pcl_status":"P","pcl_completion_date":"2020-01-05","pf1_status":"P","pf1_completion_date":"2020-05-24","pf2_status":"P","pf2_completion_date":"2020-12-14","number_of_passed_courses":"3","trc":"True","wera":"False","last_engaged_date":"2026-01-15","npi_email_temp":"mariahkt@gmail.com","pcl_completion_date_5":"2025-01-05","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","old_int_code":"31","apx_entered_date":"2026-05-16"}},"seriesid":"163"}
{"contact":{"id":"40438","email":"accounting@jhefiresafety.com","first_name":"Kadian","last_name":"McLean-Hamilton","phone":"4038916962","orgname":"J.Hamilton Enterprises Ltd.","customer_acct_name":"J.Hamilton Enterprises Ltd.","tags":"250813 phone recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"322919","full_name":"Kadian McLean-Hamilton","members_type":"CORP","do_id":"L25O00866","lead_status":"Lapsed Member","coidnewmbrdate":"2023-03-20","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"403","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","dhmsfin_telemarketing_last_contacted_date":"2025-08-12T18:17:00-04:00","blocnote":"did not want to talk with us","old_int_code":"08","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00866","temp_intcode_for_auto_old_int_code":"0","organization_id":"322918","last_infoline_date_type":"2024-01-18","last_act_type":"2024-01-18","pcl_status":"P","pcl_completion_date":"2024-08-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"accounting@jhefiresafety.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38495","email":"yvette.giannopoulos@gmail.com","first_name":"Yvette","last_name":"Giannopoulos","phone":"9028328505","orgname":"Health Association Nova Scotia","customer_acct_name":"Health Association Nova Scotia","tags":"npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Yvette Giannopoulos, PCP","language":"English","canceldate":"2023-12-11","cpa_certification":"PCP","time_zone":"1","area_code":"902","members_type":"PRO","new_member_date_2":"2020-12-11","cert_status":"WITHDRAWN","phone_2":"9024433069","province":"NS","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"201605","intcode":"15","blocnote":"June 19 2025 vm\n2026 May 11 call initiated, identity confirmation attempted, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T15:43:09-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25P02816","temp_intcode_for_auto_old_int_code":"15","old_do_id":"LB2507740","old_int_code":"99","last_infoline_date_type":"2022-10-06","last_act_type":"2026-04-20","company_paid_thru":"2027-02-28","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2012-12-14","pf1_status":"P","pf1_completion_date":"2013-03-27","pf2_status":"P","pf2_completion_date":"2013-09-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-06-12","number_of_passed_courses":"4","trc":"False","wera":"False","do_id":"L25P02816","npi_email_temp":"yvette.giannopoulos@gmail.com","ln_entered_date":"2026-02-10","pcl_completion_date_5":"2017-12-14","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","thewithdrawaldate":"2023-12-11","aitm_status_called":"2026-05-11T15:43:09-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Yvette and confirmed the identity but the call ended shortly after without further conversation or task completion.","aitm_callsummarytitle":"Call ended after identity confirmation","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_afe082fc48a3be15a99765deb6d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_afe082fc48a3be15a99765deb6d","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37028","email":"jayshete93@gmail.com","first_name":"Jay","last_name":"Shete","phone":"2506780161","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jay Shete","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C00866","new_member_date_2":"2021-05-25","phone_2":"2506780161","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"270074","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C00866","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-03-16","pcl_status":"P","pcl_completion_date":"2022-02-06","pf1_status":"F","pf1_completion_date":"2022-12-18","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jayshete93@gmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"42778","email":"jeff.ying.han@gmail.com","first_name":"Ying","last_name":"Han","phone":"2049424476","orgname":"RC Walk-in Chiropractic","customer_acct_name":"RC Walk-in Chiropractic","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":"338380","full_name":"Ying Han","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P02097","new_member_date_2":"2024-06-14","city_1":"Winnipeg","province":"MB","language":"English","time_zone":"3","area_code":"204","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-08-02","paid_thru":"2025-05-31","cert_status":"WITHDRAWN","temp_do_id_for_auto_old_do_id":"L25P02097","cpa_certification":"PCP","intcode":"0","blocnote":"LN \/ 29 September 2025 Not in the office\n2026 May 11 contact at RC Walkin Chiropractic said no Ying Han at this number.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T16:30:23-04:00","temp_intcode_for_auto_old_int_code":"08","last_act_type":"2025-10-31","pcl_status":"P","pcl_completion_date":"2024-08-20","pf1_status":"P","pf1_completion_date":"2024-10-17","pf2_status":"P","pf2_completion_date":"2024-10-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-11-26","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jeff.ying.han@gmail.com","pcl_completion_date_5":"2029-08-20","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","thewithdrawaldate":"2025-08-02","aitm_status_called":"2026-05-11T16:30:23-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called RC Walkin Chiropractic asking for Ying Han but was informed that no one by that name works there. The call ended politely without further action.","aitm_callsummarytitle":"No contact found for Ying Han at RC Walkin Chiropractic","notrenewedwanttorenew":"No","onesentencenotrenewed":"No one by the name Ying Han works at this location.","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7e1f585b2b0cd86946c82f77206","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7e1f585b2b0cd86946c82f77206","number_of_calls_reached":"1"}},"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","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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
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{"contact":{"id":"41820","email":"juangzero@gmail.com","first_name":"Qi","last_name":"Jiang","phone":"6725138147","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"324728","full_name":"Qi Jiang","lead_status":"Refused","members_type":"CAND","new_member_date_2":"2023-05-09","city_1":"North Vancouver","province":"BC","language":"English","time_zone":"5","area_code":"672","phone_2":"6725138147","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":"L25C05296","last_act_type":"2024-03-04","pcl_status":"P","pcl_completion_date":"2023-07-26","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 18 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T18:38:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","sendapplicationform":"2025-12-11T18:37:00-05:00","last_engaged_date":"2026-01-08","npi_email_temp":"juangzero@gmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","old_int_code":"06","date_of_renewal_identification":"","old_do_id":"L25C05296"}},"seriesid":"163"}
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{"contact":{"id":"39716","email":"coelhodavid1997@gmail.com","first_name":"David","last_name":"Coelho","phone":"4164719800","orgname":"Ontario Health","customer_acct_name":"Ontario Health","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"David Coelho, PCP","language":"English","canceldate":"2024-04-19","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2023-06-21","cert_status":"ACTIVE","phone_2":"4162497820","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","onesentencenotrenewed":" ","individual_id":"300065","organization_id":"291958","blocnote":"June 30 2025 vm\r\nSept 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T11:46:00-05:00","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2504803","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2026-05-28","old_do_id":"L25O02203","old_int_code":"24","last_act_type":"2026-12-01","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2021-08-29","pf1_status":"P","pf1_completion_date":"2021-12-23","pf2_status":"P","pf2_completion_date":"2022-08-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-04-04","number_of_passed_courses":"4","paid_thru":"2026-08-31","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504803","npi_email_temp":"coelhodavid1997@gmail.com","pcl_completion_date_5":"2026-08-29","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","last_infoline_date_type":"2026-09-01","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42809","email":"naima.koli@gmail.com","first_name":"Naima","last_name":"Koli","phone":"4168742600","orgname":"Accor","customer_acct_name":"Accor","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"163260","full_name":"Naima Koli","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P02114","new_member_date_2":"2023-06-12","city_1":"Scarborough","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"6476875461","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":"L25P02114","cert_status":"WITHDRAWN","cpa_certification":"PCP","intcode":"06","blocnote":"LN \/ 30 September 2025 VM\n2026-05-19 Dial no answer, phone: +14168742600\n2026 May 19 call reached voicemail, no contact interaction\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail - no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:09-04:00","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2025-06-26","last_act_type":"2025-10-31","pcl_status":"P","pcl_completion_date":"2010-04-26","pf1_status":"P","pf1_completion_date":"2010-09-01","pf2_status":"P","pf2_completion_date":"2011-05-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-20","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"naima.koli@gmail.com","pcl_completion_date_5":"2015-04-26","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","thewithdrawaldate":"2025-08-02","aitm_status_called":"2026-05-21T10:07:05-04:00","number_of_call_attempts":"7","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"05","retell_call_status":"ended","session_id":"call_49330922a13e0bed5ff9662a6e5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_49330922a13e0bed5ff9662a6e5","npi_transcriptsummary":"The call reached voicemail and did not connect with the intended contact, Naima Hakali.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"41843","email":"jeysi7@yahoo.com","first_name":"Yeganeh","last_name":"Yazdani","phone":"6477125808","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"351669","full_name":"Yeganeh Yazdani","lead_status":"Refused","members_type":"CAND","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6477125808","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2026-05-31","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2505638","last_act_type":"2025-11-07","do_id":"LB2505638","old_do_id":"L25C07968","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Dec 2 2025 She said that she stopped membership because no longer interested in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T15:44:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"jeysi7@yahoo.com","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31"}},"seriesid":"163"}
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{"contact":{"id":"40477","email":"t.beckley@nitta-gelatin.com","first_name":"Tammy","last_name":"Beckley","phone":"9192383309","orgname":"Nitta Gelatin","customer_acct_name":"Nitta Gelatin","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"335443","full_name":"Tammy Beckley","members_type":"CORP","do_id":"L25O00885","lead_status":"Lapsed Member","coidnewmbrdate":"2024-03-14","city_1":"Morrisville","province":"NC","language":"English","time_zone":"2","area_code":"919","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T11:30:00-04:00","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00885","temp_intcode_for_auto_old_int_code":"6","organization_id":"262256","last_act_type":"2024-05-24","blocnote":"LN \/ 06 October 2025 VM","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"t.beckley@nitta-gelatin.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39801","email":"wadu1867@gmail.com","first_name":"Wade","last_name":"Dube","phone":"2048998622","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Wade Dube","language":"English","canceldate":"2024-10-02","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C04143","new_member_date_2":"2023-08-29","phone_2":"2048998622","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328581","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04143","last_act_type":"2023-08-28","pcl_status":"F","pcl_completion_date":"2023-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T12:19:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"wadu1867@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
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{"contact":{"id":"38604","email":"ashleiya.selvendran@hotmail.com","first_name":"Ashleiya","last_name":"Selvendran","phone":"4372158596","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ashleiya Selvendran","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"437","members_type":"CAND","new_member_date_2":"2023-05-01","phone_2":"4372158596","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324397","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03590","last_act_type":"2023-08-17","pcl_status":"F","pcl_completion_date":"2023-08-17","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 27 2025 Survey completed. Email sent","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T13:11:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","sendapplicationform":"2025-11-27T13:07:00-05:00","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":"I stopped taking 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":"Yes","expectationsnotmetspecify":"I would like to be able to rewrite exams without having to start over and pay again.","membershipcost":"Yes","membershipcostspecify":"The cost of membership.","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"The not being able to rewrite exams without starting over again.","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"2","age_range":"18 to 30 years","selfpayrollproficiency":"Native","old_int_code":"02","npi_email_temp":"ashleiya.selvendran@hotmail.com","pcl_completion_date_5":"2028-08-17","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03590"}},"seriesid":"163"}
{"contact":{"id":"38676","email":"stephboyko@gmail.com","first_name":"Stephanie","last_name":"Boyko","phone":"6043683107","orgname":"Jack Cewe Construction","customer_acct_name":"Jack Cewe Construction","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Stephanie Boyko","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C04305","new_member_date_2":"2023-11-14","phone_2":"6043683107","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329939","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04305","last_act_type":"2025-12-12","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T18:47:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"stephboyko@gmail.com","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"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, TMAI, recall pro","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":"06","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.\n2026 May 12 call reached voicemail, no contact made\n2026 May 12 voicemail reached at Coldprints and Science, no live contact.\n2026 May 14 - reached voicemail, no message left\n2026 May 14 - Contact (Alma Domondon) agreed to callback in afternoon; scheduled 2026-05-14 13:00. NPI email on file acdomondon@yahoo.com\n2026 May 14 - Reached voicemail\/automated weekend message for Coldprints and Science; no contact with Alma.\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail at Coldprints and Science, no human answered\n2026 May 21 call reached voicemail\n2026 May 21 reached voicemail at Coldprints and Science, no conversation with Alma","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:08-04:00","pds_july":"2","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25P00894","temp_intcode_for_auto_old_int_code":"06","pds_august":"2","pds_september":"2","last_infoline_date_type":"2018-12-21","last_act_type":"2024-02-09","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","latest_paid_thru":"2024-03-31","thewithdrawaldate":"2024-06-04","aitm_status_called":"2026-05-21T12:47:02-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached a voicemail for Coldprints and Science, and the agent was unable to speak with Alma as the voicemail indicated they do not take calls on the weekend.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"10","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_85ae18259b88af5354758035da8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_85ae18259b88af5354758035da8","onesentencenotrenewed":"No answer; voicemail\/automated greeting reached.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact not reached; no reason provided.","age_range":"Preferred not to say","npi_call_back_date_and_time":"2026-05-14T13:00:00-04:00","npi_call_back_time_hour":"13","npi_call_back_time_minute":"00","concernquestion":"Contact left an automated weekend greeting stating they are unable to take calls on weekends; no human reached and no concerns raised by a contact.","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"37703","email":"victoria.borgacci@rci.rogers.com","first_name":"Victoria","last_name":"Borgacci","phone":"4169355970","orgname":"Rogers Communications Canada Inc.","customer_acct_name":"Rogers Communications Canada Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Victoria Borgacci, MBA","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"416","members_type":"CORP","do_id":"","new_member_date_2":"2021-01-11","phone_2":"9057377490","province":"ON","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"296495","organization_id":"7781","temp_do_id_for_auto_old_do_id":"L25C01417","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-06-18","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":"victoria.borgacci@rci.rogers.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01417","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37769","email":"kuljeetsikh90@gmail.com","first_name":"Kuljeet","last_name":"Kaur","phone":"4372146917","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Kuljeet Kaur","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C04194","new_member_date_2":"2023-09-12","phone_2":"4372146917","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329106","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04194","last_act_type":"2023-11-09","pcl_status":"F","pcl_completion_date":"2023-11-27","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"07","blocnote":"LNC Nov 26 2025 Driving call back","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T15:45:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"07","npi_email_temp":"kuljeetsikh90@gmail.com","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"42872","email":"shahhoney978@gmail.com","first_name":"Honey","last_name":"Shah","phone":"2268999897","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, npiAlert20","ip4":"0.0.0.0","fields":{"individual_id":"340035","full_name":"Honey Shah","members_type":"CAND","lead_status":"Renewed Lapsed","new_member_date_2":"2024-08-15","city_1":"Scarborough","province":"ON","language":"English","time_zone":"2","area_code":"226","phone_2":"2268999897","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2027-07-31","blocnote":"Sept 9 2025 vm\r\nPX \/ 22 September 2025 Completed","dhmsfin_telemarketing_last_contacted_date":"2025-09-22T14:44:00-04:00","intcode":"99","date_of_renewal_identification":"2025-10-24","temp_do_id_for_auto_old_do_id":"LB2507154","temp_intcode_for_auto_old_int_code":"99","sendpreexpirationemail":"2025-09-22T14:43:00-04:00","mini_nps":"4","onesentencenotrenewed":"","testimonial":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","value_help_with_complex":"No","value_stay_current":"No","value_course":"No","value_designation":"Yes","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","regular_email_change_date":"2025-09-22T14:43:02-04:00","old_do_id":"L25A02113","canceldate":"2025-10-01","last_act_type":"2026-03-21","pcl_status":"F","number_of_passed_courses":"0","old_int_code":"6","trc":"False","wera":"False","pcl_completion_date":"2026-05-20","npi_email_temp":"shahhoney978@gmail.com","pcl_completion_date_5":"2031-05-20","formatted_paid_thru":"31\/07\/2027","latest_paid_thru":"2027-07-31"}},"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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"44342","email":"kaurd2895@gmail.com","first_name":"Davinder","last_name":"Kaur","phone":"6048211541","orgname":"Alpine Building Maintenance Inc.","customer_acct_name":"Alpine Building Maintenance Inc.","tags":"251104 New Lapsed","ip4":"10.13.129.240","fields":{"individual_id":"332154","full_name":"Davinder Kaur","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-12","paid_thru":"2025-08-31","phone_2":"2268863936","pcl_status":"P","pcl_completion_date":"2025-01-07","pf1_status":"P","pf1_completion_date":"2025-05-24","province":"BC","last_act_type":"2025-03-09","language":"English","last_infoline_date_type":"2025-03-09","do_id":"L25C8138","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":"L25C8138","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","sendapplicationform":"2025-12-04T12:54:00-05:00","blocnote":"LNC Dec 4 2025 She said she would like to finish her fundamental course and she application for renewal.","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T12:56:00-05:00","intcode":"24","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"24","last_engaged_date":"2026-01-06","npi_email_temp":"kaurd2895@gmail.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"39837","email":"jadepalo@hotmail.com","first_name":"Jedidiah","last_name":"Palo","phone":"7809444311","orgname":"The City of Edmonton-Human Resources","customer_acct_name":"The City of Edmonton-Human Resources","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Jedidiah Palo, PCP","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","new_member_date_2":"2021-05-11","cert_status":"ACTIVE","phone_2":"7809049452","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"301141","organization_id":"7054","intcode":"99","blocnote":"July 2 2025 vm\r\nSept 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T15:35:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2505506","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2505506","old_int_code":"6","last_act_type":"2026-12-01","company_paid_thru":"2027-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2021-07-26","pf1_status":"P","pf1_completion_date":"2021-09-26","pf2_status":"P","pf2_completion_date":"2021-11-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-06-07","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jadepalo@hotmail.com","pcl_completion_date_5":"2026-07-26","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","do_id":"","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"40501","email":"rachelle.78@hotmail.com","first_name":"Rachelle","last_name":"LaBossiere","phone":"6135448973","orgname":"Academy of Learning - Kingston","customer_acct_name":"Academy of Learning - Kingston","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"319766","full_name":"Rachelle LaBossiere","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-03-21","city_1":"Kingston","province":"ON","language":"English","time_zone":"2","area_code":"613","phone_2":"6132149448","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04635","last_infoline_date_type":"2023-03-30","last_act_type":"2024-04-30","pcl_status":"P","pcl_completion_date":"2023-02-23","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"P","pf2_completion_date":"2023-09-28","number_of_passed_courses":"3","intcode":"21","blocnote":"Nov 10 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T10:43:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"rachelle.78@hotmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C04635","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"42871","email":"saad_siddiqui@hotmail.ca","first_name":"Muhammad","last_name":"Siddiqui","phone":"6477874644","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, npiAlert20","ip4":"0.0.0.0","fields":{"individual_id":"281213","full_name":"Muhammad Saad Siddiqui","members_type":"PRO","lead_status":"Not Relevant","new_member_date_2":"2019-09-30","city_1":"Scarborough","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6477874644","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2026-09-30","sendpreexpirationemail":"2025-09-09T11:38:00-04:00","blocnote":"Nov 14 2025 vm  NOv 19 2025 vm\r\nspoke to him early september and he said he will renew just ask them if they renewed","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:28:00-05:00","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":"","temp_do_id_for_auto_old_do_id":"AST02805","cert_status":"ACTIVE","cpa_certification":"PCP","last_infoline_date_type":"2022-10-11","last_act_type":"2026-03-26","pcl_status":"P","pcl_completion_date":"2019-12-23","pf1_status":"P","pf1_completion_date":"2020-08-19","pf2_status":"P","pf2_completion_date":"2025-08-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-09-12","number_of_passed_courses":"4","date_of_renewal_identification":"2026-02-10","telemarketing_call_date":"2025-11-27","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","old_do_id":"AST02805","npi_email_temp":"saad_siddiqui@hotmail.ca","ai_entered_date":"2026-02-10","old_int_code":"06","pcp_we":"APPROVED","pcl_completion_date_5":"2024-12-23","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"38685","email":"leslie.mn@hotmail.com","first_name":"Leslie","last_name":"Baker","phone":"5872237232","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Leslie Baker","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C04306","new_member_date_2":"2023-10-02","phone_2":"5872237232","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329956","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04306","last_act_type":"2023-09-29","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:07:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"leslie.mn@hotmail.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"39802","email":"sandymercer.hrpayroll@gmail.com","first_name":"Sandy","last_name":"Mercer","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sandy Mercer","language":"English","canceldate":"2024-09-04","cpa_certification":"CPM","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P00423","new_member_date_2":"2012-07-25","pds_april":"1","cert_status":"WITHDRAWN","phone_2":"4035057822","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"38989","intcode":"06","blocnote":"June 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-30T13:57:00-04:00","pds_july":"1","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25P00423","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_infoline_date_type":"2023-12-20","last_act_type":"2026-03-17","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"sandymercer.hrpayroll@gmail.com","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"37003","email":"kritimaharjan018@gmail.com","first_name":"Kriti","last_name":"Maharjan","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kriti Maharjan","language":"English","canceldate":"2023-09-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02617","new_member_date_2":"2022-07-07","phone_2":"4037033739","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314523","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02617","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-14","pcl_status":"F","pcl_completion_date":"2022-09-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kritimaharjan018@gmail.com","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"42910","email":"alpinelyfe420@gmail.com","first_name":"Marion","last_name":"Gibson","phone":"7052065291","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":"340048","full_name":"Marion Gibson","new_member_date_2":"2024-07-24","city_1":"Airdrie","province":"AB","language":"English","time_zone":"2","area_code":"705","phone_2":"7052065291","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25A02002","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","canceldate":"2025-09-03","paid_thru":"2025-06-30","date_of_renewal_identification":"","old_do_id":"AST2078","members_type":"AST","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A02002","intcode":"06","blocnote":"LN \/ 30 September 2025 VM\n2026 Mar 03 voicemail reached, message left\n2026 Mar 03 voicemail reached, message left\n2026 Mar 05 voicemail reached, message left\n2026 Mar 09 voicemail reached, message left\n2026 Mar 11 voicemail reached, message left","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T15:06:45-04:00","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-07-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"alpinelyfe420@gmail.com","aitm_status_called":"2026-03-11T15:16:48-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The agent called Marion Gibson but reached voicemail and left a message before ending the call.","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","number_of_total_call_attempts":"8","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"41793","email":"laurengangl@gmail.com","first_name":"Lauren","last_name":"Dial","phone":"4035968199","orgname":"Proline Power Corp.","customer_acct_name":"Proline Power Corp.","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"313369","full_name":"Lauren Dial","lead_status":"Refused","do_id":"L25C05282","members_type":"CAND","new_member_date_2":"2022-05-26","city_1":"Red Deer County","province":"AB","language":"English","time_zone":"4","area_code":"403","phone_2":"4038776401","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":"L25C05282","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-11-27","last_act_type":"2024-11-27","pcl_status":"P","pcl_completion_date":"2022-10-19","pf1_status":"P","pf1_completion_date":"2023-10-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-12-01","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"laurengangl@gmail.com","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"44413","email":"dexelv@gmail.com","first_name":"Valerie","last_name":"Dexel","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341907","full_name":"Valerie Dexel","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-06","paid_thru":"2025-08-31","phone_2":"9053208528","province":"ON","last_act_type":"2024-09-25","language":"English","do_id":"L25C8209","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8209","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"dexelv@gmail.com","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"40405","email":"suhaibansari@hotmail.com","first_name":"Muhammad","last_name":"Ansari","phone":"3063419361","orgname":"United Nations High Commissioner for Refugees","customer_acct_name":"United Nations High Commissioner for Refugees","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"334838","full_name":"Muhammad Suhaib Ansari","members_type":"CAND","do_id":"L25C04586","lead_status":"Lapsed Member","new_member_date_2":"2024-02-29","city_1":"Milton","province":"ON","language":"English","time_zone":"3","area_code":"306","phone_2":"3063419361","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04586","last_act_type":"2024-05-22","pcl_status":"F","pcl_completion_date":"2024-09-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 02 December 2025 going to a meeting call back","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T12:45:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"suhaibansari@hotmail.com","pcl_completion_date_5":"2029-09-03","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"38428","email":"gilberto.frazil@collegecsm.com","first_name":"Gilberto","last_name":"Frazil","phone":"4163161025","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Gilberto Frazil","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2023-04-24","phone_2":"4163161025","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324225","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03570","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 27 2025 Fran\u00e7ais","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:35:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"gilberto.frazil@collegecsm.com","pcl_completion_date_5":"2028-07-26","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"10","old_do_id":"L25C03570","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"44380","email":"gi.arroliga55@gmail.com","first_name":"Gisselle","last_name":"Arroliga","phone":"6477831106","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"10.13.145.149","fields":{"individual_id":"339964","full_name":"Gisselle Arroliga","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-19","paid_thru":"2025-08-31","phone_2":"6477831106","pcl_status":"P","pcl_completion_date":"2024-11-19","pf1_status":"P","pf1_completion_date":"2024-09-23","pf2_status":"P","pf2_completion_date":"2024-10-16","province":"ON","last_act_type":"2024-09-19","language":"English","do_id":"L25C8176","number_of_passed_courses":"3","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8176","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","sendapplicationform":"2025-12-04T13:05:00-05:00","blocnote":"LNC \/ 04 December 2025 Sent the application for renewal","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T13:05:00-05:00","intcode":"24","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"24","npi_email_temp":"gi.arroliga55@gmail.com","pcl_completion_date_5":"2029-11-19","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"42914","email":"boris.ebimbe@yahoo.com","first_name":"Blaise","last_name":"Mpessa","phone":"6132553794","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update AST from Mem Portal, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"328197","full_name":"Blaise Boris Ebimbe Mpessa","members_type":"AST","lead_status":"Lapsed Member","new_member_date_2":"2023-08-21","city_1":"Ottawa","province":"ON","language":"French","time_zone":"2","area_code":"613","phone_2":"6132553794","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25A2073","paid_thru":"2025-07-31","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A2073","old_do_id":"AST2095","blocnote":"px. 30 sept 2025 bv\n2026 May 08 call disconnected early after identity confirmation attempt, no clear response.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:29-04:00","intcode":"15","temp_intcode_for_auto_old_int_code":"15","canceldate":"2025-10-01","last_act_type":"2024-07-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"boris.ebimbe@yahoo.com","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:29-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact by asking if they were speaking with Blaise, but the user did not respond clearly, resulting in an incomplete call with no further conversation.","aitm_callsummarytitle":"Unsuccessful call - no clear contact response","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No clear response or interest expressed due to inaudible speech and early disconnection.","initialvalue":"Other","othermemberbenefit":"No information provided.","old_int_code":"06","astotherreasonsnottorenew":"No clear reason provided due to inaudible speech.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_06fef412b20cce219d6d0c066a9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_06fef412b20cce219d6d0c066a9"}},"seriesid":"163"}
{"contact":{"id":"37725","email":"banaotaki@gmail.com","first_name":"Bana","last_name":"Otaki","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Bana Otaki","language":"English","canceldate":"2023-07-31","time_zone":"2","area_code":"647","members_type":"CAND","new_member_date_2":"2022-09-21","phone_2":"6477643223","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"317107","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"LB2504461","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":"L25C02982","last_act_type":"2023-07-31","pcl_status":"P","pcl_completion_date":"2022-12-25","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2504461","npi_email_temp":"banaotaki@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"44516","email":"brianna.beers@icloud.com","first_name":"Brianna","last_name":"Beers","phone":"6472131496","orgname":"Day & Zimmermann of Canada Corporation","customer_acct_name":"Day & Zimmermann of Canada Corporation","tags":"251202 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"247102","full_name":"Brianna Beers, PCP","members_type":"PRO","canceldate":"2025-12-02","new_member_date_2":"2016-10-04","paid_thru":"2025-09-30","phone_2":"6472131496","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2017-02-06","pf1_status":"P","pf1_completion_date":"2017-06-22","pf2_status":"P","pf2_completion_date":"2017-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-08-16","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-03-19","language":"English","lead_status":"Refused","time_zone":"2","number_of_passed_courses":"4","temp_do_id_for_auto_old_do_id":"L25P2704","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"11","blocnote":"LN \/ 08 December 2025 She is not in payroll anymore\n2026 May 13 - Reached voicemail\/gatekeeper; Brianna not available; left instruction to leave message after tone.\n2026 May 13 - Reached voicemail for Brianna Beers; left message prompt.\n2026 May 15 - Contact answered as Brianna, asked agent to stop calling; agent confirmed will not call again.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T09:36:44-04:00","temp_intcode_for_auto_old_int_code":"11","old_int_code":"06","notrenewednolongerinpayroll":"Yes","npi_email_temp":"brianna.beers@icloud.com","pcl_completion_date_5":"2022-02-06","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30","thewithdrawaldate":"2025-12-02","aitm_status_called":"2026-05-15T09:36:44-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent reached Brianna, confirmed identity, informed her her NPI Professional membership lapsed and asked to ask questions; Brianna asked the calls to stop and the agent confirmed they will not call again.","aitm_callsummarytitle":"Contact asked to stop calls","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact asked to stop calling and refused to continue the conversation.","initialvalue":"Other","othermemberbenefit":"Requested no further contact","prootherreasonsnottorenew":"Requested to stop calls; did not provide a renewal reason.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_2a061691e80cb410153dc43075e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2a061691e80cb410153dc43075e","old_do_id":"L25P2704","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37772","email":"bsafavisohi@gmail.com","first_name":"Zahra","last_name":"Sohi","phone":"4164398668","orgname":"Oxford College of Arts, Business and Technology","customer_acct_name":"Oxford College of Arts, Business and Technology","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Zahra Safavi Sohi","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C03940","new_member_date_2":"2023-09-12","phone_2":"6478324369","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327130","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C03940","last_act_type":"2023-09-22","pcl_status":"P","pcl_completion_date":"2023-11-27","pf1_status":"P","pf1_completion_date":"2023-09-25","pf2_status":"P","pf2_completion_date":"2023-10-24","number_of_passed_courses":"3","intcode":"14","blocnote":"Nov 5 2025 vm\r\nLNC Dec 10 2025 She said she may become a member not sure.","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:42:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"14","trc":"True","wera":"False","old_int_code":"06","npi_email_temp":"bsafavisohi@gmail.com","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"45857","email":"tiffany.barker@ustg.net","first_name":"Tiffany","last_name":"Barker","phone":"5734313856","orgname":"US Tool Group","customer_acct_name":"US Tool Group","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"315847","full_name":"Tiffany Barker","members_type":"CORP","paid_thru":"2023-07-31","organization_id":"315846","trc":"False","wera":"False","province":"MO","last_act_type":"2022-12-09","language":"English","corp_cancel_date":"2023-10-03","do_id":"L25O3869","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3869","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"tiffany.barker@ustg.net","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","company_paid_thru":"2023-07-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38504","email":"sanockimaria@gmail.com","first_name":"Anna","last_name":"Sanocki","phone":"2042014011","orgname":"David Aplin","customer_acct_name":"David Aplin","tags":"npiAlert13, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Anna Sanocki, PCP","language":"English","canceldate":"2025-01-07","cpa_certification":"PCP","time_zone":"3","area_code":"204","members_type":"PRO","new_member_date_2":"2017-11-17","cert_status":"ACTIVE","phone_2":"2044309338","province":"MB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"241766","intcode":"06","blocnote":"June 17 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 13 - Reached Tammy; asked for Anna Sanocki.\n2026 May 15 voicemail reached - message from Tammy Boyko at David Applin Group\n2026 May 15 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T12:06:43-04:00","paid_thru":"2026-10-31","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P02569","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-04-23","do_id":"L25P02569","old_do_id":"L25P01024","pipeline_2_members_only_ast":"","pcl_status":"P","pcl_completion_date":"2016-05-09","pf1_status":"P","pf1_completion_date":"2016-06-13","pf2_status":"P","pf2_completion_date":"2016-06-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-10-25","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sanockimaria@gmail.com","pcl_completion_date_5":"2021-05-09","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","thewithdrawaldate":"2025-01-07","aitm_status_called":"2026-05-15T12:21:43-04:00","number_of_call_attempts":"1","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","aitm_callsummarytitle":"Voicemail reached, no human answer","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; no renewal decision recorded.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"03","prootherreasonsnottorenew":"Contact not reached, no reason provided.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_330522941607b48a77a43230a58","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_330522941607b48a77a43230a58","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37173","email":"harradine.emily@gmail.com","first_name":"Emily","last_name":"Harradine","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Emily Harradine","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01132","new_member_date_2":"2020-04-30","phone_2":"6472419452","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"288148","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C01132","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-10-25","last_act_type":"2023-10-25","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"F","pf1_completion_date":"2022-01-02","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"harradine.emily@gmail.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"45912","email":"amy.gibson@immigrantwelcome.ca","first_name":"Amy","last_name":"Gibson","phone":"2508300171","orgname":"Multicultural and Immigrant Services Association of North Vancouver Island","customer_acct_name":"Multicultural and Immigrant Services Association of North Vancouver Island","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"293574","full_name":"Amy Gibson","members_type":"CORP","paid_thru":"2024-09-30","organization_id":"293575","trc":"False","wera":"False","province":"BC","last_act_type":"2023-07-20","language":"English","last_infoline_date_type":"2023-07-20","corp_cancel_date":"2024-12-04","do_id":"L25O3366","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":"L25O3366","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"amy.gibson@immigrantwelcome.ca","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","company_paid_thru":"2024-09-30","blocnote":"May 26 ask for payroll ask for georgia","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40449","email":"sangee2205@gmail.com","first_name":"Sangeetha","last_name":"Devarajan","phone":"2898925210","orgname":"Trillium Med Village","customer_acct_name":"Trillium Med Village","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"323029","full_name":"Sangeetha Devarajan","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-03-22","city_1":"Ajax","province":"ON","language":"English","time_zone":"2","area_code":"289","phone_2":"2898925210","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04608","last_act_type":"2025-02-28","pcl_status":"P","pcl_completion_date":"2023-07-18","pf1_status":"P","pf1_completion_date":"2024-05-28","number_of_passed_courses":"2","trc":"True","wera":"False","intcode":"21","blocnote":"LNC \/ 10 November 2025 VM\r\nLNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T09:43:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"sangee2205@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C04608","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"40421","email":"ishan4398@gmail.com","first_name":"Ishan","last_name":"Bhardwaj","phone":"7783254398","orgname":"Translink","customer_acct_name":"Translink","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"339742","full_name":"Ishan Bhardwaj","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2024-07-12","coidnewmbrdate":"1980-12-01","city_1":"Coquitlam","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7783254398","pipeline_1_lapsed_members":"","organization_id":"6055","canceldate":"2025-05-05","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2505487","old_do_id":"LB2505487","last_act_type":"2025-05-05","company_paid_thru":"2026-12-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-12-18","pf1_status":"P","pf1_completion_date":"2025-04-21","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"ishan4398@gmail.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39788","email":"hgriesbauer80@gmail.com","first_name":"Heidi","last_name":"Douglas","phone":"7804437025","orgname":"Finning (Canada) \rA Division of Finning International Inc.","customer_acct_name":"Finning (Canada) \rA Division of Finning International Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Heidi Douglas, PCP","language":"English","canceldate":"2024-07-11","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","new_member_date_2":"2023-08-18","cert_status":"ACTIVE","phone_2":"7807212964","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"273648","organization_id":"5888","intcode":"99","blocnote":"June 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-30T13:48:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2505395","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2505395","old_int_code":"6","last_act_type":"2026-12-01","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2019-07-02","pf1_status":"P","pf1_completion_date":"2020-05-24","pf2_status":"P","pf2_completion_date":"2021-03-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-06-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"hgriesbauer80@gmail.com","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38616","email":"christina.pemberton@ubisoft.com","first_name":"Christina","last_name":"Pemberton","phone":"5144902000","orgname":"Ubisoft Divertissement Inc.","customer_acct_name":"Ubisoft Divertissement Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Christina Pemberton, PCP","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"2","area_code":"514","members_type":"CORP","new_member_date_2":"2012-09-10","pds_april":"1","cert_status":"ACTIVE","phone_2":"6479815931","province":"QC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"205551","organization_id":"215286","intcode":"99","blocnote":"June 18 2025 call back  busy\r\nSept 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T15:36:00-04:00","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2504759","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","old_do_id":"LB2504759","old_int_code":"6","pds_september":"1","last_infoline_date_type":"2024-07-11","last_conf_date_type":"2026-06-02","last_act_type":"2026-04-05","company_paid_thru":"2027-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2013-01-18","pf1_status":"P","pf1_completion_date":"2013-05-06","pf2_status":"P","pf2_completion_date":"2013-09-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-08-15","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"christina.pemberton@ubisoft.com","pcl_completion_date_5":"2018-01-18","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40538","email":"jaclyn.ostrem@beaumont.ab.ca","first_name":"Jaclyn","last_name":"Ostrem","phone":"7809298782","orgname":"City of Beaumont","customer_acct_name":"City of Beaumont","tags":"npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"individual_id":"289306","full_name":"Jaclyn Ostrem","members_type":"CAND","lead_status":"Renewed Lapsed","new_member_date_2":"2026-05-07","coidnewmbrdate":"2010-08-05","city_1":"Leduc County","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7802379214","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"164466","canceldate":"2025-05-02","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"L25C04654","last_act_type":"2026-07-05","pcl_status":"P","pcl_completion_date":"2021-01-10","pf1_status":"P","pf1_completion_date":"2021-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-06-22","number_of_passed_courses":"3","intcode":"99","blocnote":"LNC Nov 10 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T12:16:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","npi_email_temp":"jaclyn.ostrem@beaumont.ab.ca","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","pf2_status":"E","date_of_renewal_identification":"2026-05-08","old_int_code":"06","company_paid_thru":"2022-07-31","corp_cancel_date":"2022-10-04","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"39302","email":"shey1207@yahoo.com","first_name":"Sheila","last_name":"Magcanlas","phone":"9056690572","orgname":"S'thetics Building System Inc.","customer_acct_name":"S'thetics Building System Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Sheila Magcanlas","language":"English","canceldate":"2024-09-04","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25P01465","new_member_date_2":"2023-07-17","cert_status":"WITHDRAWN","phone_2":"6478321417","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"294725","intcode":"15","blocnote":"June 25 2025 line busy\r\nSept 8 2025 vm\n2026 May 25 call initiated, identity confirmation attempted but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:07-04:00","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25P01465","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-03-12","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-01-31","pf2_status":"P","pf2_completion_date":"2021-03-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-12-05","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"shey1207@yahoo.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","thewithdrawaldate":"2024-09-04","aitm_status_called":"2026-05-25T12:07:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Sheila and confirmed the contact's identity but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call ended after identity confirmation attempt","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6a248716dcb01d58e847632840f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6a248716dcb01d58e847632840f","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"42830","email":"susan.xiu@gmail.com","first_name":"Xiujie","last_name":"Li","phone":"6478315629","orgname":"Tire Guard Inc.","customer_acct_name":"Tire Guard Inc.","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"306915","full_name":"Xiujie Li","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P02129","new_member_date_2":"2022-06-22","city_1":"Oakville","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6478315629","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":"L25P02129","cert_status":"WITHDRAWN","cpa_certification":"PCP","intcode":"06","blocnote":"LN Sept 30 2025 no answer\n2026 May 25 call reached voicemail, no contact made.\n2026 May 25 call reached voicemail.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:07-04:00","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-10-31","pcl_status":"P","pcl_completion_date":"2022-01-30","pf1_status":"P","pf1_completion_date":"2022-02-16","pf2_status":"P","pf2_completion_date":"2022-03-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-06-01","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"susan.xiu@gmail.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","thewithdrawaldate":"2025-08-02","aitm_status_called":"2026-05-25T12:27:07-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"05","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_be645a2e586255c340d3dbda33c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_be645a2e586255c340d3dbda33c","number_of_total_call_attempts":"2"}},"seriesid":"163"}
{"contact":{"id":"38732","email":"magwang13@gmail.com","first_name":"Yi","last_name":"Wang","phone":"5146947710","orgname":"Future Electronics Inc.","customer_acct_name":"Future Electronics Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Yi Wang","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C03805","new_member_date_2":"2023-06-14","phone_2":"5146513380","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326115","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03805","extension_phone_1":"2980","last_act_type":"2023-06-13","pcl_status":"F","pcl_completion_date":"2023-08-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"call second number ]\r\nNov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T13:24:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"magwang13@gmail.com","pcl_completion_date_5":"2028-08-23","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"41811","email":"karenegesi@hotmail.com","first_name":"Ella","last_name":"Egesi","phone":"6475094034","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":"327515","full_name":"Ella Egesi","lead_status":"Lapsed Member","do_id":"L25C05291","members_type":"CAND","new_member_date_2":"2024-05-21","city_1":"Richmond Hill","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6475094034","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":"L25C05291","last_act_type":"2025-02-28","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 02 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T15:40:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"karenegesi@hotmail.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"42857","email":"amygiesbrecht75@gmail.com","first_name":"Amy","last_name":"Webb","phone":"7809341955","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"individual_id":"279101","full_name":"Amy Webb","members_type":"AST","lead_status":"Member","new_member_date_2":"2024-07-24","city_1":"Edmonton","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7809341955","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Pre-membership expiration","do_id":"AST2087","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"AST2087","last_infoline_date_type":"2025-08-25","last_act_type":"2025-08-25","blocnote":"June 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T12:53:00-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","telemarketing_call_date":"2026-05-13","pcl_status":"P","pcl_completion_date":"2019-11-05","pf1_status":"P","pf1_completion_date":"2020-01-12","pf2_status":"P","pf2_completion_date":"2020-03-08","number_of_passed_courses":"3","trc":"True","wera":"False","sendaidate":"2025-12-01T10:13:35-05:00","last_engaged_date":"2025-12-01","npi_email_temp":"amygiesbrecht75@gmail.com","pcl_completion_date_5":"2024-11-05","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-16"}},"seriesid":"163"}
{"contact":{"id":"41791","email":"nikishe@hotmail.com","first_name":"Tanya","last_name":"Shepherd","phone":"9054204634","orgname":"Corporation of the Town of Pickering","customer_acct_name":"Corporation of the Town of Pickering","tags":"WR250820, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"63858","full_name":"Tanya Shepherd, PLP","lead_status":"Renewed Lapsed","members_type":"CORP","new_member_date_2":"2019-09-16","city_1":"Ajax","province":"ON","language":"English","time_zone":"2","area_code":"905","phone_2":"4165718820","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","pds_july":"5","cpa_certification":"CPM","cert_status":"ACTIVE","coidnewmbrdate":"1998-04-15","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","intcode":"99","blocnote":"Aug 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T11:38:00-04:00","canceldate":"2025-08-19","temp_do_id_for_auto_old_do_id":"LB2506647","temp_intcode_for_auto_old_int_code":"99","organization_id":"13272","pds_august":"5","old_int_code":"6","pds_september":"5","last_infoline_date_type":"2026-05-21","last_conf_date_type":"2014-06-17","last_act_type":"2026-05-21","company_paid_thru":"2027-04-30","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","do_id":"LB2506647","old_do_id":"L25P01975","npi_email_temp":"nikishe@hotmail.com","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37063","email":"rydz.godlewski@gmail.com","first_name":"Marcin","last_name":"Godlewski","phone":"7807335000","orgname":"PCL Constructors Inc.","customer_acct_name":"PCL Constructors Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Marcin Godlewski","language":"English","canceldate":"2024-04-02","time_zone":"4","area_code":"780","members_type":"CORP","do_id":"","new_member_date_2":"2022-02-22","phone_2":"7809997239","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"310350","organization_id":"9188","temp_do_id_for_auto_old_do_id":"L25C02122","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-06-12","company_paid_thru":"2026-11-30","pcl_status":"P","pcl_completion_date":"2022-06-12","number_of_passed_courses":"1","paid_thru":"2026-11-30","trc":"True","wera":"False","npi_email_temp":"rydz.godlewski@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02122","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39737","email":"christina.van.ember@adp.com","first_name":"Christina","last_name":"Ember","phone":"8665267680","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Christina Van Ember, PCP","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","extension_phone_1":"89654","time_zone":"4","area_code":"866","members_type":"CORP","do_id":"","new_member_date_2":"2017-03-10","pds_april":"3","cert_status":"ACTIVE","phone_2":"7802631239","province":"AB","zerobounce_reason":"catch-all","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"141491","organization_id":"8176","pipeline_2_members_only_ast":"","pds_july":"3","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25P00630","pds_august":"3","pds_september":"3","last_infoline_date_type":"2026-01-05","last_conf_date_type":"2013-06-18","last_act_type":"2026-01-05","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2009-06-18","pf1_status":"P","pf1_completion_date":"2009-09-18","pf2_status":"P","pf2_completion_date":"2010-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-03-26","number_of_passed_courses":"4","pds_october":"3","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"3","npi_email_temp":"christina.van.ember@adp.com","pcl_completion_date_5":"2014-06-18","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25P00630","company_status":"A"}},"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, TMAI","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":"8665850445","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"259823","intcode":"0","blocnote":"June 30 2025 vm\r\nSept 9 2025 vm\n2026 May 19 call to Homewood Health Center to reach Lindsay Doxtater, no directory match found, call ended","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T10:51:59-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25P01155","temp_intcode_for_auto_old_int_code":"08","last_infoline_date_type":"2023-05-15","last_act_type":"2025-12-12","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","latest_paid_thru":"2024-09-30","thewithdrawaldate":"2024-12-04","aitm_status_called":"2026-05-19T10:51:59-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Homewood Health Center to reach Lindsay Doxtater, a staff member, but the contact did not have her in the directory and could not provide further information. The call ended after confirming no one else could assist in reaching Lindsay.","aitm_callsummarytitle":"Unable to reach Lindsay Doxtater at Homewood Health Center","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7ef125dcefaaa60a939ce14d977","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7ef125dcefaaa60a939ce14d977","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"38547","email":"shanwilson@live.com","first_name":"Shaniqua","last_name":"Wilson","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Shaniqua Wilson","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"437","members_type":"CAND","new_member_date_2":"2025-09-10","phone_2":"6475769809","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"326027","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2507173","date_of_renewal_identification":"2025-09-17","last_act_type":"2025-10-09","pcl_status":"P","pcl_completion_date":"2024-05-23","pf1_status":"P","number_of_passed_courses":"2","pf1_completion_date":"2025-11-18","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","old_do_id":"L25C03785","npi_email_temp":"shanwilson@live.com","pcl_completion_date_5":"2029-05-23","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"39315","email":"sandycong2008@gmail.com","first_name":"Sandy","last_name":"Cong","phone":"5194265160","orgname":"Good Redden Klosler LLP","customer_acct_name":"Good Redden Klosler LLP","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sandy Cong","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C04384","new_member_date_2":"2023-10-24","phone_2":"2262082085","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330729","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04384","last_act_type":"2023-03-11","pcl_status":"P","pcl_completion_date":"2024-02-05","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 18 November 2025 on Holidays until Dec 9th","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T08:47:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"sandycong2008@gmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
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{"contact":{"id":"37093","email":"tawnyaekins@rogers.com","first_name":"Tawnya","last_name":"Ekins","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tawnya Ekins","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"226","members_type":"CAND","do_id":"L25C02125","new_member_date_2":"2022-03-17","phone_2":"2262284172","province":"ON","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"310384","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02125","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-17","pcl_status":"F","pcl_completion_date":"2022-07-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tawnyaekins@rogers.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"39798","email":"hamza_shoaib1997@outlook.com","first_name":"Hamza","last_name":"Shoaib","phone":"6472987804","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Hamza Shoaib","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C04142","new_member_date_2":"2023-08-29","phone_2":"6472987804","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328580","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04142","last_act_type":"2023-08-28","pcl_status":"P","pcl_completion_date":"2023-11-27","pf1_status":"F","pf1_completion_date":"2024-02-26","number_of_passed_courses":"1","intcode":"06","blocnote":"Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T09:42:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"hamza_shoaib1997@outlook.com","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"39346","email":"janetlingle@hotmail.com","first_name":"Janet","last_name":"Lingle","phone":"7809200983","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Janet Lingle","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C03874","new_member_date_2":"2023-09-15","phone_2":"7809200983","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326572","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C03874","last_act_type":"2023-09-15","pcl_status":"F","pcl_completion_date":"2024-01-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T15:41:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"janetlingle@hotmail.com","pcl_completion_date_5":"2029-01-03","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"37721","email":"cstroszka@gmail.com","first_name":"Carie","last_name":"Stroszka","phone":"5193623892","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Carie Stroszka","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"519","members_type":"AST","do_id":"L25A01601","new_member_date_2":"2023-06-13","phone_2":"5193623892","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326056","intcode":"10","blocnote":"June 16 2025 Survey completed Send membership to review.\r\nLN \/ 21 October 2025 VM\r\nLN \/ 31 October 2025 Will not renew - she has family issues\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 callback scheduled after 5 PM","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:53-04:00","sendapplicationform":"2025-06-16T13:34:00-04:00","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.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"They did not fit into my schedule.","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01601","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2023-11-10","old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cstroszka@gmail.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:41:46-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called Carie to discuss her lapsed Associate membership with the National Payroll Institute but Carie was driving and unable to talk. The agent scheduled a callback for after 5 PM and ended the call courteously.","aitm_callsummarytitle":"Callback Scheduled - Contact Driving","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3629faa1ed7ef8cfbf475d11158","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3629faa1ed7ef8cfbf475d11158","npi_call_back_date_and_time":"2026-05-08T17:00:00-04:00","npi_call_back_time_hour":"17","npi_call_back_time_minute":"00"}},"seriesid":"163"}
{"contact":{"id":"44383","email":"kklalor@yahoo.co.uk","first_name":"Krista-Kay","last_name":"Lalor-Davy","phone":"6478631876","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"10.13.145.149","fields":{"individual_id":"340023","full_name":"Krista-Kay Lalor-Davy","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-06","paid_thru":"2025-08-31","phone_2":"6478631876","pcl_status":"P","pcl_completion_date":"2024-11-19","pf1_status":"P","pf1_completion_date":"2024-09-23","pf2_status":"P","pf2_completion_date":"2024-10-21","province":"ON","last_act_type":"2024-06-09","language":"English","do_id":"L25C8179","number_of_passed_courses":"3","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C8179","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"02","blocnote":"LNC Dec 4 2025 Survey completed Sent renewal email.","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T13:13:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"02","sendapplicationform":"2025-12-04T13:13:00-05:00","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","old_int_code":"10","npi_email_temp":"kklalor@yahoo.co.uk","pcl_completion_date_5":"2029-11-19","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"41813","email":"kunle.alake@yahoo.com","first_name":"Adekunle","last_name":"Alake","phone":"4372172142","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"97719","full_name":"Adekunle Alake","lead_status":"Lapsed Member","do_id":"L25P01988","members_type":"PRO","new_member_date_2":"2020-05-19","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"437","phone_2":"4372172142","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  Sept 8 2025 vm\n2026 May 19 call reached voicemail, no contact made\n2026-05-19 Dial no answer, phone: +14372172142\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25P01988","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2017-08-13","pf1_status":"P","pf1_completion_date":"2018-01-21","pf2_status":"P","pf2_completion_date":"2018-05-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-07-24","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kunle.alake@yahoo.com","pcl_completion_date_5":"2022-08-13","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","thewithdrawaldate":"2025-07-04","aitm_status_called":"2026-05-21T09:52:07-04:00","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","session_id":"call_8c3551a3ca8fcce546b69992974","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8c3551a3ca8fcce546b69992974","old_int_code":"05","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"38602","email":"ehe8029@gmail.com","first_name":"Hua","last_name":"He","phone":"4384085616","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Hua He","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"438","members_type":"CAND","do_id":"L25C04018","new_member_date_2":"2023-08-08","phone_2":"4385057229","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327747","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04018","last_act_type":"2024-01-10","pcl_status":"F","pcl_completion_date":"2023-11-02","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 27 2025 she didnt understand what I was talking about and asked to send her an email it would be better way of communicating with them.","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:00:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ehe8029@gmail.com","pcl_completion_date_5":"2028-11-02","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"37200","email":"llmorton@me.com","first_name":"Laura","last_name":"Morton","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Laura Morton","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01371","new_member_date_2":"2020-12-04","phone_2":"4169863440","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"295571","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C01371","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2021-05-26","last_act_type":"2023-08-12","pcl_status":"P","pcl_completion_date":"2021-05-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"llmorton@me.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"38737","email":"abbyzy0724@gmail.com","first_name":"Yue","last_name":"Zhao","phone":"6046825474","orgname":"","customer_acct_name":"","tags":"250620 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Yue Zhao","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","extension_phone_1":"356","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P01048","new_member_date_2":"2016-08-24","cert_status":"WITHDRAWN","phone_2":"7787880567","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"245793","intcode":"21","blocnote":"June 19 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T12:32:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2023-07-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P01048","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-01","pcl_status":"P","pcl_completion_date":"2016-12-04","pf1_status":"P","pf1_completion_date":"2017-05-21","pf2_status":"P","pf2_completion_date":"2018-08-12","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":"abbyzy0724@gmail.com","pcl_completion_date_5":"2021-12-04","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"40647","email":"accounting@strongnations.com","first_name":"Joan","last_name":"Magee","phone":"2507584287","orgname":"Strong Nations Publishing Inc","customer_acct_name":"Strong Nations Publishing Inc","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"129026","full_name":"Joan Magee","members_type":"PRO","do_id":"L25P01653","lead_status":"Lapsed Member","new_member_date_2":"2008-04-01","city_1":"Nanaimo","province":"BC","language":"English","time_zone":"5","area_code":"250","phone_2":"2505851549","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-05-02","sendapplicationform":"2025-07-08T16:31:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T14:10:27-04:00","intcode":"0","blocnote":"July 8 2025 spoke to halima she is the new payroll and she would like to get more info about NPI\nSept 23 2025 Sent Generic application form\n2026 May 12 contact no longer works at the number, no new contact info provided","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25P01653","temp_intcode_for_auto_old_int_code":"08","cpa_certification":"PCP","old_int_code":"08","last_infoline_date_type":"2024-09-01","last_act_type":"2025-07-31","pcl_status":"P","pcl_completion_date":"2008-08-19","pf1_status":"P","pf1_completion_date":"2008-12-01","pf2_status":"P","pf2_completion_date":"2009-05-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-08-28","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"accounting@strongnations.com","pcl_completion_date_5":"2013-08-19","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","thewithdrawaldate":"2025-05-02","aitm_status_called":"2026-05-12T14:10:27-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Strong Nation Publishing asking for Joan Magee but was informed that Joan no longer works there and no new contact information was available. The call ended shortly after with no further action.","aitm_callsummarytitle":"Contact no longer at number, no new info","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_639195edd9652fec526102e9d3a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_639195edd9652fec526102e9d3a","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"38605","email":"shaheen.merchant@hotmail.ca","first_name":"Shaheen","last_name":"Merchant","phone":"","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Shaheen Merchant","language":"English","canceldate":"2023-08-02","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"PRO","do_id":"L25P00787","new_member_date_2":"2013-05-24","pds_april":"1","cert_status":"WITHDRAWN","phone_2":"7807572578","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"205410","intcode":"21","blocnote":"June 19 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T12:08:00-04:00","pds_july":"1","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":"L25P00787","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_act_type":"2023-10-31","pcl_status":"P","pcl_completion_date":"2012-09-19","pf1_status":"P","pf1_completion_date":"2012-10-10","pf2_status":"P","pf2_completion_date":"2012-10-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-02-12","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"shaheen.merchant@hotmail.ca","pcl_completion_date_5":"2017-09-19","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"45864","email":"charles@binarystream.com","first_name":"Charles","last_name":"Abel","phone":"6045226300","orgname":"Binary Stream Software, Inc.","customer_acct_name":"Binary Stream Software, Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"322144","full_name":"Charles Abel","members_type":"CORP","paid_thru":"2024-03-31","organization_id":"214146","trc":"False","wera":"False","province":"BC","last_act_type":"2023-02-23","language":"English","corp_cancel_date":"2024-06-04","do_id":"L25O3870","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":"L25O3870","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"charles@binarystream.com","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","company_paid_thru":"2024-03-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44341","email":"marissa@mscarlettbookkeepingservices.com","first_name":"Marissa","last_name":"Scarlett","phone":"8282277211","orgname":"","customer_acct_name":"","tags":"npiAlert9, 251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"330735","full_name":"Marissa Scarlett","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-24","paid_thru":"2025-08-31","pcl_status":"F","pcl_completion_date":"2025-01-07","province":"MB","last_act_type":"2024-09-24","language":"English","do_id":"L25C8136","number_of_passed_courses":"0","time_zone":"3","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8136","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"marissa@mscarlettbookkeepingservices.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"41727","email":"cleclair@transit.ca","first_name":"Catherine","last_name":"Leclair","phone":"5143820104","orgname":"Les Fourgons Transit Inc.","customer_acct_name":"Les Fourgons Transit Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"316973","full_name":"Catherine Leclair","lead_status":"Lapsed Member","do_id":"L25O01115","members_type":"CORP","organization_id":"258500","coidnewmbrdate":"2020-05-07","city_1":"Laval","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","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":"L25O01115","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2022-09-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cleclair@transit.ca","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40460","email":"linda@longstroke.ca","first_name":"Linda","last_name":"Forrester","phone":"4035058621","orgname":"Longstroke Energy Services Inc.","customer_acct_name":"Longstroke Energy Services Inc.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"335727","full_name":"Linda Forrester","members_type":"CAND","do_id":"L25C04614","lead_status":"Lapsed Member","new_member_date_2":"2024-03-25","city_1":"Red Deer","province":"AB","language":"English","time_zone":"4","area_code":"403","phone_2":"4035058621","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04614","last_act_type":"2024-03-22","pcl_status":"P","pcl_completion_date":"2024-07-02","number_of_passed_courses":"1","intcode":"01","blocnote":"LNC Nov 18 2025 Survey completed She was suppose to take over payroll position at work but in the end did not.","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T13:15:00-05:00","onesentencenotrenewed":"","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","othermemberbenefit":"I was doing it for work.","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"I did not like the setup of 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":"Yes","careerchangespecify":"I did not end up taking over payroll at work.","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","old_int_code":"10","trc":"True","wera":"False","npi_email_temp":"linda@longstroke.ca","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"45874","email":"hannah.frondoza@introhive.com","first_name":"Hannah","last_name":"Frondoza","phone":"6474053741","orgname":"Introhive Services Inc.","customer_acct_name":"Introhive Services Inc.","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"342804","full_name":"Hannah Frondoza","members_type":"CORP","paid_thru":"2025-09-30","organization_id":"343296","trc":"False","wera":"False","province":"NB","language":"English","corp_cancel_date":"2025-12-02","do_id":"L25O4136","number_of_passed_courses":"0","time_zone":"1","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O4136","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"hannah.frondoza@introhive.com","formatted_paid_thru":"30\/09\/2025","company_paid_thru":"2025-09-30","latest_paid_thru":"2025-09-30","ln_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40452","email":"marina.todorovic@mha.tvh.ca","first_name":"Marina","last_name":"Todorovic","phone":"5192455295","orgname":"Four Counties Health Services","customer_acct_name":"Four Counties Health Services","tags":"npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"320416","full_name":"Marina Todorovic","members_type":"CORP","do_id":"L25O00873","lead_status":"Renewed Lapsed","coidnewmbrdate":"2003-03-15","city_1":"Newbury","province":"ON","language":"English","time_zone":"2","area_code":"519","extension_phone_1":"5062","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T12:08:00-04:00","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25O00873","temp_intcode_for_auto_old_int_code":"99","organization_id":"65033","last_act_type":"2025-04-15","blocnote":"LN \/ 06 October 2025 VM","number_of_passed_courses":"0","trc":"False","wera":"False","date_of_renewal_identification":"2026-05-28","old_int_code":"6","npi_email_temp":"marina.todorovic@mha.tvh.ca","formatted_paid_thru":"31\/12\/2026","company_paid_thru":"2026-12-31","latest_paid_thru":"2026-12-31","corp_cancel_date":"2025-05-02","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41829","email":"jess_c@hotmail.ca","first_name":"Jessica","last_name":"Campbell","phone":"","orgname":"FortisAlberta Inc.","customer_acct_name":"FortisAlberta Inc.","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"289366","full_name":"Jessica Campbell, PCP,CPHR","lead_status":"Renewed Lapsed","members_type":"CORP","new_member_date_2":"2020-06-05","city_1":"Airdrie","province":"AB","language":"English","time_zone":"2","area_code":"705","phone_2":"7053401414","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"LB2505635","paid_thru":"2027-01-31","organization_id":"5609","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2020-10-04","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":"2021-04-09","cpa_certification":"PCP","last_act_type":"2026-04-05","last_infoline_date_type":"2023-05-30","company_paid_thru":"2027-01-31","number_of_passed_courses":"4","date_of_renewal_identification":"2026-05-28","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505635","old_do_id":"L25P01996","npi_email_temp":"jess_c@hotmail.ca","canceldate":"2026-04-10","pcl_completion_date_5":"2025-10-04","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38548","email":"tinamalpani@gmail.com","first_name":"Tina","last_name":"Malpani","phone":"7789517922","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Tina Malpani","language":"English","canceldate":"2024-10-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C04013","new_member_date_2":"2023-08-08","phone_2":"7789517922","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327703","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04013","last_act_type":"2025-02-10","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T18:32:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"tinamalpani@gmail.com","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"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, TMAI","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\n2026-05-25 invalid phone destination, phone: +17787059245\n2026-05-25 invalid phone destination, phone: +17787059245","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:07-04:00","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","latest_paid_thru":"2025-05-31","called_by":"Tri","thewithdrawaldate":"2025-08-02","aitm_status_called":"2026-05-25T14:27:06-04:00","number_of_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_827cd99fc9d8cfda7cf321d84d3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_827cd99fc9d8cfda7cf321d84d3","number_of_total_call_attempts":"2"}},"seriesid":"163"}
{"contact":{"id":"38543","email":"jxw050@gmail.com","first_name":"Jin","last_name":"Wei","phone":"7783255366","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jin Wei","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"778","members_type":"CAND","new_member_date_2":"2023-05-01","phone_2":"7783255366","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324314","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03583","last_act_type":"2023-09-14","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-08-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-09-14","number_of_passed_courses":"3","intcode":"21","blocnote":"Nov 7 2025 vm\r\nLNC Dec 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T14:09:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"jxw050@gmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03583"}},"seriesid":"163"}
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{"contact":{"id":"39374","email":"olena.kopytova@gmail.com","first_name":"Olena","last_name":"Kopytova","phone":"4162597621","orgname":"F.G. Lister & Company","customer_acct_name":"F.G. Lister & Company","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Olena Kopytova","language":"English","canceldate":"2023-11-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"PRO","do_id":"L25P00852","new_member_date_2":"2013-09-12","pds_april":"1","cert_status":"WITHDRAWN","phone_2":"6472904014","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"218942","intcode":"16","blocnote":"June 25 2025 ask for HR Olena is no longer there","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T10:53:00-04:00","pds_july":"1","paid_thru":"2023-08-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P00852","temp_intcode_for_auto_old_int_code":"16","pds_august":"1","pds_september":"1","old_int_code":"12","last_infoline_date_type":"2021-01-19","last_act_type":"2024-01-31","pcl_status":"P","pcl_completion_date":"2013-12-17","pf1_status":"P","pf1_completion_date":"2014-04-23","pf2_status":"P","pf2_completion_date":"2014-07-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-07-17","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"olena.kopytova@gmail.com","pcl_completion_date_5":"2018-12-17","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
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{"contact":{"id":"37073","email":"uthra.aravind29@gmail.com","first_name":"Jayashree","last_name":"Ramanujam","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jayashree Ramanujam","language":"English","canceldate":"2023-05-02","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02123","new_member_date_2":"2022-03-17","cert_status":"PENDING","phone_2":"6479143541","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"310369","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02123","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-14","pcl_status":"P","pcl_completion_date":"2022-07-17","pf1_status":"P","pf1_completion_date":"2022-10-24","pf2_status":"P","pf2_completion_date":"2023-02-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-21","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"uthra.aravind29@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"42824","email":"reazbill@hotmail.com","first_name":"Reaz","last_name":"Ahmed","phone":"7802005639","orgname":"Trusted Acc & Tax Services","customer_acct_name":"Trusted Acc & Tax Services","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"302114","full_name":"Reaz Ahmed","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P02123","new_member_date_2":"2024-06-26","city_1":"Edmonton","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7802005639","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-08-02","paid_thru":"2025-05-31","cert_status":"WITHDRAWN","temp_do_id_for_auto_old_do_id":"L25P02123","cpa_certification":"PCP","intcode":"06","blocnote":"LN \/ 29 September 2025 VM\n2026 May 14 - Reached voicemail for Reaz Ahmed; left greeting; no NPI# provided\n2026 May 14 - Reached voicemail for Reaz; left message\n2026 May 19 contact scheduled callback for 2026-05-21 12:00 - NPI# not provided\n2026 May 21 call reached uninitialized voicemail service\n2026 May 21 reached voicemail, left message","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:02-04:00","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-10-31","pcl_status":"P","pcl_completion_date":"2022-03-06","pf1_status":"P","pf1_completion_date":"2021-08-18","pf2_status":"P","pf2_completion_date":"2021-09-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-04-04","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"reazbill@hotmail.com","pcl_completion_date_5":"2027-03-06","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","thewithdrawaldate":"2025-08-02","aitm_status_called":"2026-05-21T12:47:03-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The agent called to speak with Reaz Ahmed about his National Payroll Institute membership but reached voicemail and left a message.","aitm_callsummarytitle":"Voicemail reached, message left","notrenewedwanttorenew":"No","mini_nps":"3","initialvalue":"Other","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0c116d75c2f0114aa6375f1cc16","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0c116d75c2f0114aa6375f1cc16","onesentencenotrenewed":"Contact requested a callback and did not express renewal intent during the call.","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Requested callback without discussing renewal or reasons not to renew.","concernquestion":"No concerns raised; voicemail indicated contact unavailable.","npi_call_back_date_and_time":"2026-05-21T12:00:00-04:00","npi_call_back_time_hour":"12","npi_call_back_time_minute":"00","old_int_code":"10","number_of_total_call_attempts":"7"}},"seriesid":"163"}
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{"contact":{"id":"45900","email":"no-email633@ler.com","first_name":"Helen","last_name":"Whitman","phone":"5196724510","orgname":"Lerners LLP","customer_acct_name":"Lerners LLP","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"69284","full_name":"Helen Whitman","members_type":"CORP","paid_thru":"2023-08-31","phone_2":"5198572111","organization_id":"69282","cert_status":"WITHDRAWN_CPE","pf2_status":"P","pf2_completion_date":"2010-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-07-16","trc":"False","wera":"False","cpa_certification":"PCP","province":"ON","last_act_type":"2025-04-24","language":"English","last_infoline_date_type":"2022-11-29","corp_cancel_date":"2023-11-02","extension_phone_1":"5232","do_id":"L25O4404","number_of_passed_courses":"2","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4404","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email633@ler.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39749","email":"mubashira.islahuddin@adp.com","first_name":"Mubashira","last_name":"Islahuddin","phone":"4162077995","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Mubashira Islahuddin, PCP","language":"English","canceldate":"2023-09-15","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CORP","do_id":"","new_member_date_2":"2018-09-20","cert_status":"ACTIVE","phone_2":"6476874850","province":"ON","zerobounce_reason":"catch-all","lead_status":"Partner","intcode":"","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"","individual_id":"260216","organization_id":"8176","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25P01160","last_infoline_date_type":"2023-11-09","last_act_type":"2026-12-01","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2018-03-11","pf1_status":"P","pf1_completion_date":"2018-04-17","pf2_status":"P","pf2_completion_date":"2018-07-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-09-07","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mubashira.islahuddin@adp.com","pcl_completion_date_5":"2023-03-11","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25P01160","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41755","email":"alfonso.greco@biesse.com","first_name":"Alfonso","last_name":"Greco","phone":"4504375534","orgname":"Biesse Canada Inc.","customer_acct_name":"Biesse Canada Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"270362","full_name":"Alfonso Greco","lead_status":"Lapsed Member","do_id":"L25O01130","members_type":"CORP","organization_id":"270361","coidnewmbrdate":"2018-12-17","city_1":"Mirabel","province":"QC","language":"English","time_zone":"2","area_code":"450","extension_phone_1":"4112","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Aug 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T14:55:00-04:00","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O01130","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2021-01-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"alfonso.greco@biesse.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37215","email":"peter.konefal@tuulyp.com","first_name":"Peter","last_name":"Konefal","phone":"6725138302","orgname":"Tuulyp Consulting Inc.","customer_acct_name":"Tuulyp Consulting Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Peter Konefal","language":"English","canceldate":"2023-07-11","time_zone":"5","area_code":"672","members_type":"AST","do_id":"L25A01555","new_member_date_2":"2022-05-10","phone_2":"7783883025","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"312857","intcode":"06","blocnote":"June 13 2025 vm\r\nSept 3 2025 vm\n2026 May 08 call reached uninitialized voicemail service\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 voicemail reached, no message left\n2026 May 13 call reached voicemail, no conversation\n2026 May 13 call reached voicemail, no contact with Peter\n2026 May 15 call reached voicemail not initialized\n2026 May 15 call reached voicemail, no contact with Peter","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:46-04:00","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A01555","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-06-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"peter.konefal@tuulyp.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:31:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Peter but was forwarded to voicemail after a brief greeting. No conversation with a human took place and no information was exchanged.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1f8c2f1987a1040231e8e018c1e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1f8c2f1987a1040231e8e018c1e"}},"seriesid":"163"}
{"contact":{"id":"39349","email":"em.marose@outlook.com","first_name":"Emma","last_name":"Munroe-Mackenzie","phone":"9023073357","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Emma Munroe-Mackenzie","language":"English","canceldate":"2025-02-04","time_zone":"1","area_code":"902","members_type":"CAND","new_member_date_2":"2022-11-25","phone_2":"9023073357","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"319267","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"LB2505080","last_act_type":"2024-03-01","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"F","pf1_completion_date":"2023-06-20","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 18 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T08:50:00-05:00","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":"L25C03124","do_id":"LB2505080","npi_email_temp":"em.marose@outlook.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"39726","email":"roryjhvining@gmail.com","first_name":"Rory","last_name":"Vining","phone":"7786687990","orgname":"Langara College","customer_acct_name":"Langara College","tags":"npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Rory Vining, PCP","language":"English","canceldate":"2025-02-04","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"PRO","new_member_date_2":"2014-03-06","cert_status":"SUSPENDED","phone_2":"7786687990","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"223496","intcode":"06","blocnote":"June 30 2025 he has 2 accounts with NPI ( his personal one has been lapsed but his professional one is still active) so his membership is renewed\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:06-04:00","old_int_code":"99","date_of_renewal_identification":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25P03111","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2026-04-23","company_paid_thru":"2026-12-31","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":"2015-10-15","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","do_id":"L25P03111","old_do_id":"LB2507008","npi_email_temp":"roryjhvining@gmail.com","pcl_completion_date_5":"2019-05-05","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-23","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","thewithdrawaldate":"2025-02-04","aitm_status_called":"2026-05-25T14:22:06-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call reached the voicemail of the contact 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","session_id":"call_c9ef188be49ed1f1737c8c39b18","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c9ef188be49ed1f1737c8c39b18","number_of_total_call_attempts":"2","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"37757","email":"pableoaleah43@gmail.com","first_name":"Aleah","last_name":"Pableo","phone":"8259790356","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Aleah Pableo","language":"English","canceldate":"2025-01-07","time_zone":"4","area_code":"825","members_type":"CAND","do_id":"L25C04435","new_member_date_2":"2023-11-13","phone_2":"8259790356","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331405","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04435","last_act_type":"2023-10-11","pcl_status":"P","pcl_completion_date":"2024-04-23","pf1_status":"F","pf1_completion_date":"2024-10-09","pf2_status":"P","pf2_completion_date":"2024-08-22","number_of_passed_courses":"2","blocnote":"LNC Nov 5 2025 Survey complete No longer in payroll,  different career path","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T11:57:00-05:00","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":"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","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":"pableoaleah43@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"39281","email":"ndaragan@telus.net","first_name":"Natalie","last_name":"Daragan","phone":"","orgname":"Secure Minerals Inc","customer_acct_name":"Secure Minerals Inc","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Natalie Daragan","language":"English","canceldate":"2023-03-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P00588","new_member_date_2":"2008-01-24","pds_april":"3","cert_status":"WITHDRAWN_CPE","phone_2":"4032867629","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"126237","intcode":"21","blocnote":"June 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T11:39:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"3","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25P00588","temp_intcode_for_auto_old_int_code":"21","pds_august":"3","pds_september":"3","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2008-06-23","pf1_status":"P","pf1_completion_date":"2008-12-15","pf2_status":"P","pf2_completion_date":"2009-06-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-06-09","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"ndaragan@telus.net","pcl_completion_date_5":"2013-06-23","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"38723","email":"lim_alexsandra@yahoo.com","first_name":"Jocel","last_name":"Villanueva","phone":"6478641142","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jocel Villanueva","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C03804","new_member_date_2":"2023-09-29","phone_2":"6478641142","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326109","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C03804","last_act_type":"2023-07-12","pcl_status":"P","pcl_completion_date":"2023-07-31","pf1_status":"P","pf1_completion_date":"2023-12-20","pf2_status":"P","pf2_completion_date":"2024-02-26","number_of_passed_courses":"3","intcode":"10","blocnote":"LNC Nov 7 2025 Sent email and can call back\r\nLNC \/ 16 December 2025 VM\r\nLNC \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T10:24:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","sendapplicationform":"2025-11-07T10:38:00-05:00","old_int_code":"24","trc":"True","wera":"False","npi_email_temp":"lim_alexsandra@yahoo.com","pcl_completion_date_5":"2028-07-31","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"39313","email":"deberahfiddler@hotmail.com","first_name":"Deberah","last_name":"Fiddler","phone":"5196615100","orgname":"London Public Library","customer_acct_name":"London Public Library","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Deberah Fiddler","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","extension_phone_1":"7600","time_zone":"2","area_code":"519","members_type":"PRO","do_id":"L25P00591","new_member_date_2":"2008-02-14","pds_april":"3","cert_status":"WITHDRAWN","phone_2":"5193170069","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"127073","organization_id":"171628","intcode":"15","blocnote":"June 25 2025 vm Hailey\r\nSept 8 2025 She no longer works there\n2026 May 15 - reached voicemail\/gatekeeper; Haley James not available\n2026 May 15 call started, agent introduced NPI membership lapse, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T09:45:13-04:00","pds_july":"3","paid_thru":"2024-06-30","old_int_code":"03","temp_do_id_for_auto_old_do_id":"L25P00591","temp_intcode_for_auto_old_int_code":"15","pds_august":"3","pds_september":"3","last_infoline_date_type":"2023-10-10","last_act_type":"2024-03-12","pcl_status":"P","pcl_completion_date":"2008-06-03","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":"2009-04-21","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"deberahfiddler@hotmail.com","pcl_completion_date_5":"2013-06-03","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","thewithdrawaldate":"2024-06-04","aitm_status_called":"2026-05-15T10:01:42-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Deberah and introduced the call regarding her lapsed Professional membership with the National Payroll Institute. The agent began to ask questions about her membership experience before the call ended.","aitm_callsummarytitle":"Initial contact about lapsed membership","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail\/gatekeeper answered.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact not reached","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a2866f46de9b0b3f8161addd072","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a2866f46de9b0b3f8161addd072","number_of_calls_reached":"1","company_paid_thru":"2024-06-30","corp_cancel_date":"2024-09-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38729","email":"aliuce@hotmail.com","first_name":"Zherong","last_name":"Liu","phone":"3069752676","orgname":"The City of Saskatoon","customer_acct_name":"The City of Saskatoon","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Zherong Liu, PCP","language":"English","canceldate":"2023-08-08","cpa_certification":"PCP","time_zone":"3","area_code":"306","members_type":"CORP","new_member_date_2":"2016-08-22","cert_status":"ACTIVE","phone_2":"3064778922","province":"SK","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"245681","organization_id":"8281","intcode":"99","blocnote":"June 19 2025 no answer\r\nSept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T16:58:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2504228","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2504228","old_int_code":"5","last_act_type":"2026-12-01","company_paid_thru":"2027-01-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2016-12-04","pf1_status":"P","pf1_completion_date":"2017-04-23","pf2_status":"P","pf2_completion_date":"2017-09-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-07-27","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"aliuce@hotmail.com","pcl_completion_date_5":"2021-12-04","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"45885","email":"holly@motionehc.com","first_name":"Holly","last_name":"Gallagher","phone":"5197876953","orgname":"Motion Electrical Contracting Ltd.","customer_acct_name":"Motion Electrical Contracting Ltd.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"261043","full_name":"Holly Gallagher","members_type":"CORP","paid_thru":"2024-06-30","organization_id":"261041","pcl_status":"P","pcl_completion_date":"2018-06-10","pf1_status":"F","pf1_completion_date":"2018-12-24","trc":"True","wera":"False","province":"ON","last_act_type":"2023-08-14","language":"English","last_infoline_date_type":"2023-08-14","corp_cancel_date":"2024-09-04","do_id":"L25O3103","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3103","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"holly@motionehc.com","pcl_completion_date_5":"2023-06-10","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","company_paid_thru":"2024-06-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37698","email":"komaldeepkaur06@gmail.com","first_name":"Komaldeep","last_name":"Kaur","phone":"2047790537","orgname":"Payworks","customer_acct_name":"Payworks","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Komaldeep Kaur, PCP","language":"English","canceldate":"2024-06-04","time_zone":"3","area_code":"204","members_type":"CORP","do_id":"","new_member_date_2":"2023-04-14","phone_2":"5878942589","province":"AB","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"323495","organization_id":"43919","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C03485","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2025-11-28","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-09-28","pf2_status":"P","pf2_completion_date":"2023-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-09-04","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"komaldeepkaur06@gmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25C03485","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"37106","email":"ashleybarbiec111@gmail.com","first_name":"Wing","last_name":"Wong","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Wing Chi Ashley Wong","language":"English","canceldate":"2023-09-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02628","new_member_date_2":"2022-07-08","phone_2":"7788651210","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314569","paid_thru":"2023-06-30","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C02628","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ashleybarbiec111@gmail.com","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"45871","email":"rturgeon@collectifensemble.com","first_name":"Rapha\u00ebl","last_name":"Turgeon","phone":"5143123035","orgname":"Collectif Brassicole Ensemble","customer_acct_name":"Collectif Brassicole Ensemble","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"313068","full_name":"Rapha\u00ebl Turgeon","members_type":"CORP","paid_thru":"2023-04-30","organization_id":"313069","trc":"False","wera":"False","province":"QC","language":"English","corp_cancel_date":"2023-07-11","do_id":"L25O3610","number_of_passed_courses":"0","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":"L25O3610","npi_email_temp":"rturgeon@collectifensemble.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","company_paid_thru":"2023-04-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"36996","email":"manali.verma86@gmail.com","first_name":"Manali","last_name":"Sharma","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Manali Sharma","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"AST","do_id":"L25A01536","new_member_date_2":"2023-04-12","cert_status":"WITHDRAWN_CPE","phone_2":"7789185545","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"286614","intcode":"15","blocnote":"June 13 2025 Call back busy right now.\r\nJune 13 2025 called back vm\n2026 May 08 call answered by Manali but disconnected early, no renewal or survey completed","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:47-04:00","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A01536","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2020-04-26","pf1_status":"P","pf1_completion_date":"2020-05-24","pf2_status":"P","pf2_completion_date":"2020-06-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-07-11","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"manali.verma86@gmail.com","pcl_completion_date_5":"2025-04-26","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T15:26:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Manali and introduced herself, but the call was disconnected shortly after without further conversation or completion of the survey or renewal process.","aitm_callsummarytitle":"Call reached contact but disconnected early","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Call disconnected before renewal intent was expressed.","initialvalue":"Other","othermemberbenefit":"No information provided","old_int_code":"6","astotherreasonsnottorenew":"Call ended prematurely, no reason given.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3e826c8e24aa6a35b365f4ca4a2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3e826c8e24aa6a35b365f4ca4a2","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37091","email":"bayalaentine@yahoo.fr","first_name":"Entine","last_name":"Bayala","phone":"","orgname":"Revenu Quebec","customer_acct_name":"Revenu Quebec","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"full_name":"Entine Bayala","language":"French","canceldate":"2023-09-02","time_zone":"2","area_code":"581","members_type":"CAND","do_id":"L25C02626","new_member_date_2":"2022-07-11","phone_2":"5819969220","province":"QC","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"314552","pipeline_2_members_only_ast":"","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02626","last_act_type":"2022-11-07","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"bayalaentine@yahoo.fr","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"41835","email":"jiaixin@hotmail.com","first_name":"Aixin","last_name":"Ji","phone":"5142951997","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"324194","full_name":"Aixin Ji","lead_status":"Refused","members_type":"CAND","new_member_date_2":"2023-04-26","city_1":"Brossard","province":"QC","language":"English","time_zone":"2","area_code":"514","phone_2":"5142951997","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":"L25C05303","last_act_type":"2024-04-28","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-09-28","pf2_status":"P","pf2_completion_date":"2023-11-02","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Dec 8 2025 He said he will check to see if he renewed ?","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T11:05:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"10","npi_email_temp":"jiaixin@hotmail.com","pcl_completion_date_5":"2028-07-26","date_of_renewal_identification":"","old_do_id":"L25C05303","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"45823","email":"no-email526@ler.com","first_name":"Victoria","last_name":"Nichols","phone":"4163654400","orgname":"Capgemini Canada Inc.","customer_acct_name":"Capgemini Canada Inc.","tags":"LER_dummy, 251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"315404","full_name":"Victoria Nichols","members_type":"CORP","paid_thru":"2024-06-30","organization_id":"169529","trc":"False","wera":"False","province":"ON","last_act_type":"2024-04-19","language":"English","corp_cancel_date":"2024-09-04","do_id":"L25O3865","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3865","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email526@ler.com","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","company_paid_thru":"2024-06-30","blocnote":"May 25 vm","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42877","email":"ayoubriad5@gmail.com","first_name":"Ayoub","last_name":"Riad","phone":"5143692424","orgname":"Soins Intermediaire Inc.","customer_acct_name":"Soins Intermediaire Inc.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"276077","full_name":"Ayoub Riad","new_member_date_2":"2024-07-15","city_1":"Saint-L\u00e9onard","province":"QC","language":"French","time_zone":"2","area_code":"514","phone_2":"5146629802","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25A02005","canceldate":"2025-09-03","paid_thru":"2025-06-30","date_of_renewal_identification":"","old_do_id":"AST2079","members_type":"AST","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A02005","last_act_type":"2024-07-15","pcl_status":"P","pcl_completion_date":"2019-07-09","pf1_status":"P","pf1_completion_date":"2019-08-19","pf2_status":"P","pf2_completion_date":"2019-09-30","number_of_passed_courses":"3","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:59-04:00","temp_intcode_for_auto_old_int_code":"15","trc":"True","wera":"False","npi_email_temp":"ayoubriad5@gmail.com","pcl_completion_date_5":"2024-07-09","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:59-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was disconnected shortly after the agent attempted to confirm the contact's identity by asking if they were speaking with Ayoub. No meaningful conversation or task completion occurred due to inaudible speech and early hangup.","aitm_callsummarytitle":"Call disconnected early, no contact reached","blocnote":"2026 May 08 call disconnected early, no conversation - no NPI number provided","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No conversation or renewal intent expressed due to call disconnection.","initialvalue":"Other","othermemberbenefit":"No information provided","old_int_code":"06","astotherreasonsnottorenew":"No information provided due to call disconnection.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ed217a0c65330185967e923e8ee","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ed217a0c65330185967e923e8ee","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"41815","email":"kinnari-panchal@outlook.com","first_name":"Kinnari","last_name":"Panchal","phone":"6475466850","orgname":"KPMG LLP","customer_acct_name":"KPMG LLP","tags":"250903 Update Lapsed from Mem portal","ip4":"0.0.0.0","fields":{"individual_id":"283034","full_name":"Kinnari Panchal, PCP","lead_status":"Lapsed Member","members_type":"PRO","new_member_date_2":"2024-05-09","city_1":"Kitchener","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6475466850","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cpa_certification":"PCP","cert_status":"ACTIVE","paid_thru":"2026-04-30","intcode":"06","blocnote":"Aug 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T11:50:00-04:00","temp_do_id_for_auto_old_do_id":"L25P03191","temp_intcode_for_auto_old_int_code":"6","date_of_renewal_identification":"","old_do_id":"LB2505898","last_act_type":"2025-09-30","pcl_status":"P","pcl_completion_date":"2020-01-12","pf1_status":"P","pf1_completion_date":"2020-02-09","pf2_status":"P","pf2_completion_date":"2020-04-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-21","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kinnari-panchal@outlook.com","pcl_completion_date_5":"2025-01-12","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","do_id":"L25P03191","ln_entered_date":"2026-06-02"}},"seriesid":"163"}
{"contact":{"id":"37774","email":"geet093@gmail.com","first_name":"Geetanjali","last_name":"Bhagat","phone":"4166753111","orgname":"Humber College","customer_acct_name":"Humber College","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Geetanjali Bhagat","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2023-05-23","phone_2":"4168162697","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"325282","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03697","last_act_type":"2024-07-03","pcl_status":"P","pcl_completion_date":"2023-08-30","pf1_status":"F","pf1_completion_date":"2024-04-15","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T11:33:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"geet093@gmail.com","pcl_completion_date_5":"2028-08-30","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03697","ln_entered_date":"2026-05-27"}},"seriesid":"163"}
{"contact":{"id":"37733","email":"mcculloughshelly@gmail.com","first_name":"Shelly","last_name":"McCullough","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Shelly McCullough","language":"English","canceldate":"2024-08-02","cpa_certification":"CPM","time_zone":"2","area_code":"226","members_type":"PRO","do_id":"L25P00465","new_member_date_2":"2017-06-29","pds_april":"13","cert_status":"WITHDRAWN","phone_2":"2269930261","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"68006","intcode":"06","blocnote":"June 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-16T13:37:00-04:00","pds_july":"13","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25P00465","temp_intcode_for_auto_old_int_code":"6","pds_august":"13","pds_september":"13","last_infoline_date_type":"2021-08-01","last_conf_date_type":"2014-06-17","last_act_type":"2024-05-11","number_of_passed_courses":"0","pds_october":"13","trc":"False","wera":"False","pds_november":"13","npi_email_temp":"mcculloughshelly@gmail.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"44367","email":"april.sargent@saskhealthauthority.ca","first_name":"April","last_name":"Sargent","phone":"3064801157","orgname":"Sasketchewan Health Authority","customer_acct_name":"Sasketchewan Health Authority","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341163","full_name":"April Sargent","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-06","paid_thru":"2025-08-31","phone_2":"3064807158","pcl_status":"F","pcl_completion_date":"2025-01-10","province":"SK","last_act_type":"2025-10-01","language":"English","do_id":"L25C8163","number_of_passed_courses":"0","time_zone":"3","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8163","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"april.sargent@saskhealthauthority.ca","pcl_completion_date_5":"2030-01-10","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"39829","email":"shelleybelille@yahoo.com","first_name":"Shelley","last_name":"Belille","phone":"9056666418","orgname":"Durham District School Board","customer_acct_name":"Durham District School Board","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Shelley - Anne Belille, PCP","language":"English","canceldate":"2024-12-17","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2018-07-18","pds_april":"1","cert_status":"ACTIVE","phone_2":"6474654855","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","intcode":"99","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"","individual_id":"144078","organization_id":"6198","blocnote":"July 2 2025 vm Gina\r\nSept 10 2025 vm Shelley in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T15:28:00-04:00","pipeline_2_members_only_ast":"","pds_july":"1","temp_do_id_for_auto_old_do_id":"LB2507199","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","old_do_id":"LB2507199","old_int_code":"6","pds_september":"1","last_act_type":"2026-12-01","company_paid_thru":"2026-05-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2009-09-09","pf1_status":"P","pf1_completion_date":"2010-01-12","pf2_status":"P","pf2_completion_date":"2010-05-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-07-08","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"shelleybelille@yahoo.com","pcl_completion_date_5":"2014-09-09","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41810","email":"lindsaylaurasmith@gmail.com","first_name":"Lindsay","last_name":"Smith","phone":"7802715024","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"286544","full_name":"Lindsay Smith","lead_status":"Lapsed Member","do_id":"L25P01985","members_type":"PRO","new_member_date_2":"2024-04-26","city_1":"Edmonton","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7802715024","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":"15","blocnote":"Aug 27 2025 vm\n2026 May 14 - Reached voicemail; no message left\n2026 May 14 - Reached voicemail, no message left\n2026 May 19 call started, agent introduced purpose of call, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:42:02-04:00","canceldate":"2025-07-04","pds_august":"2","temp_do_id_for_auto_old_do_id":"L25P01985","temp_intcode_for_auto_old_int_code":"15","pds_september":"2","last_infoline_date_type":"2023-12-10","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2022-06-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-08-03","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"lindsaylaurasmith@gmail.com","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","thewithdrawaldate":"2025-07-04","aitm_status_called":"2026-05-19T11:42:02-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Lindsay and introduced herself, explaining the purpose of the call regarding the lapsed Professional membership and the intention to ask questions about the membership experience. The call was brief and ended shortly after the introduction without further conversation.","aitm_callsummarytitle":"Introduction and Membership Lapse Notification","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached (voicemail).","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact not reached; no reason provided.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_11edb7db96b2c28847353e83d58","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_11edb7db96b2c28847353e83d58","concernquestion":"No outstanding concern; voicemail reached and no message left.","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"39255","email":"sandy.soor9@gmail.com","first_name":"Sandeep","last_name":"Soor","phone":"6472988565","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sandeep (Sandy) Soor","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C04376","new_member_date_2":"2023-10-23","phone_2":"6472988565","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330633","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04376","last_act_type":"2024-05-26","pcl_status":"P","pcl_completion_date":"2024-02-05","pf1_status":"P","pf1_completion_date":"2024-05-28","pf2_status":"P","pf2_completion_date":"2024-09-10","number_of_passed_courses":"3","intcode":"10","blocnote":"Nov 7 2025 vm\r\nLNC Dec 12 2025  call back","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T14:46:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","trc":"True","wera":"False","old_int_code":"06","npi_email_temp":"sandy.soor9@gmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"45861","email":"simon.terrault@hydroserre.com","first_name":"Simon","last_name":"Terrault","phone":"4504757924","orgname":"HydroSerre Inc.","customer_acct_name":"HydroSerre Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"236832","full_name":"Simon Terrault","members_type":"CORP","paid_thru":"2023-08-31","organization_id":"97350","trc":"False","wera":"False","province":"QC","language":"English","corp_cancel_date":"2023-11-02","do_id":"L25O2878","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O2878","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"simon.terrault@hydroserre.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","company_status":"I"}},"seriesid":"163"}
{"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":"260522 Lapsed DEL","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":"2026-05-28","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":"2026-12-01","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","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37084","email":"arene_arcega@live.com","first_name":"Arene","last_name":"Arcega","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Arene Arcega","language":"English","canceldate":"2023-02-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01913","new_member_date_2":"2021-12-08","phone_2":"7803994987","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"307979","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01913","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-07-12","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","trc":"True","wera":"False","npi_email_temp":"arene_arcega@live.com","pcl_completion_date_5":"2027-02-27","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"41851","email":"devony.spenceley@ontarionorthland.ca","first_name":"Devony","last_name":"Spenceley","phone":"7054724500","orgname":"Ontario Northland Trans Comm.","customer_acct_name":"Ontario Northland Trans Comm.","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"67296","full_name":"Devony Spenceley, PLP,CPA, CMA","lead_status":"Renewed Lapsed","members_type":"CORP","new_member_date_2":"2012-08-02","city_1":"North Bay","province":"ON","language":"English","time_zone":"2","area_code":"705","phone_2":"7054724500","extension_phone_1":"587","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 27 2025 Renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T11:56:00-05:00","temp_do_id_for_auto_old_do_id":"LB2504934","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-10-31","organization_id":"8337","cert_status":"ACTIVE","cpa_certification":"CPM","last_act_type":"2026-05-22","last_infoline_date_type":"2023-06-13","company_paid_thru":"2026-10-31","number_of_passed_courses":"0","date_of_renewal_identification":"2025-11-12","old_int_code":"24","trc":"False","wera":"False","pds_november":"6","old_do_id":"L25P02008","npi_email_temp":"devony.spenceley@ontarionorthland.ca","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","corp_cancel_date":"2012-06-01","canceldate":"2026-05-22","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38706","email":"cjabel8020@yahoo.com","first_name":"Casiana","last_name":"Abel","phone":"7809205157","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Casiana Abel","language":"English","canceldate":"2024-10-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C04028","new_member_date_2":"2023-08-10","phone_2":"7809205157","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327768","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04028","last_act_type":"2023-12-10","pcl_status":"P","pcl_completion_date":"2023-11-02","pf1_status":"P","pf1_completion_date":"2024-04-23","pf2_status":"P","pf2_completion_date":"2024-05-23","number_of_passed_courses":"3","intcode":"06","blocnote":"NOv 7 2025 vm\r\nLNC Dec 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T13:47:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"cjabel8020@yahoo.com","pcl_completion_date_5":"2028-11-02","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"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":"2025-09-01","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","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"44473","email":"yogi@maingatefinancial.com","first_name":"Yugesh","last_name":"Birla","phone":"4165766002","orgname":"Maingate Financial","customer_acct_name":"Maingate Financial","tags":"npiAlert13, 251119 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"346450","full_name":"Yugesh Birla","members_type":"CAND","canceldate":"2025-11-12","new_member_date_2":"2025-01-15","paid_thru":"2025-12-31","phone_2":"4165766002","pcl_status":"F","pcl_completion_date":"2025-04-24","province":"ON","last_act_type":"2025-12-11","language":"English","do_id":"L25C8346","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8346","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"yogi@maingatefinancial.com","pcl_completion_date_5":"2030-04-24","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"38733","email":"susan.eckel@jdpa.com","first_name":"Susan","last_name":"Eckel","phone":"5199516029","orgname":"JD Power","customer_acct_name":"JD Power","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Susan Eckel","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"PRO","do_id":"L25P00543","new_member_date_2":"2007-04-04","pds_april":"5","cert_status":"WITHDRAWN","phone_2":"5196736461","province":"ON","zerobounce_reason":"catch-all","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"106809","intcode":"01","blocnote":"June 23 2025 vm\r\nSept 8 2025 number not in service\n2026-05-25 invalid phone destination, phone: +15199516029\n2026 May 25 contact retired two years ago and completed survey","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:09-04:00","pds_july":"5","paid_thru":"2024-03-31","old_int_code":"08","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25P00543","temp_intcode_for_auto_old_int_code":"01","pds_august":"5","pds_september":"5","last_infoline_date_type":"2023-04-28","last_conf_date_type":"2023-06-06","last_act_type":"2026-04-23","pcl_status":"P","pcl_completion_date":"2007-08-23","pf1_status":"P","pf1_completion_date":"2009-01-06","pf2_status":"P","pf2_completion_date":"2009-09-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-09-15","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"susan.eckel@jdpa.com","pcl_completion_date_5":"2012-08-23","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","thewithdrawaldate":"2024-06-04","aitm_status_called":"2026-05-25T12:32:07-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_a495d53f955f94ecf4ab3807d32","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a495d53f955f94ecf4ab3807d32","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent contacted Susan Eckel regarding her lapsed NPI membership. Susan explained she retired two years ago, participated in a brief survey about her membership experience, and rated her satisfaction as a 4 out of 5. The call concluded with the agent thanking Susan and ending the call.","aitm_callsummarytitle":"Survey with Retired Member Susan Eckel","notrenewedwanttorenew":"No","mini_nps":"4","onesentencenotrenewed":"The membership lapsed due to retirement two years ago.","initialvalue":"Other","othermemberbenefit":"All of the listed reasons were important","prootherreasonsnottorenew":"Retired two years ago","age_range":"61+","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"38795","email":"najwa.abdsatar@gmail.com","first_name":"Najwa","last_name":"Abdessattar","phone":"5143214984","orgname":"Espace la Travers\u00e9e","customer_acct_name":"Espace la Travers\u00e9e","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Najwa Ben Abdessattar","language":"French","canceldate":"2024-08-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C03612","new_member_date_2":"2023-06-09","phone_2":"5147919515","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"324576","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03612","last_infoline_date_type":"2024-02-22","last_act_type":"2024-02-22","pcl_status":"F","pcl_completion_date":"2024-01-22","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"lnc\r\n11 dec bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"najwa.abdsatar@gmail.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"45866","email":"monika.lustincova@paycomonline.com","first_name":"Monika","last_name":"Lustincova","phone":"8005804505","orgname":"Paycom","customer_acct_name":"Paycom","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"343758","full_name":"Monika Lustincova","members_type":"CORP","paid_thru":"2025-01-31","organization_id":"334005","trc":"False","wera":"False","province":"OK","last_act_type":"2024-10-23","language":"English","corp_cancel_date":"2025-04-02","extension_phone_1":"10234","do_id":"L25O4135","number_of_passed_courses":"0","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":"L25O4135","npi_email_temp":"monika.lustincova@paycomonline.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","ln_entered_date":"2026-05-27","company_paid_thru":"2025-01-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41857","email":"christine.robertson007@gmail.com","first_name":"Christine","last_name":"Robertson","phone":"9024880499","orgname":"JASCO Applied Sciences","customer_acct_name":"JASCO Applied Sciences","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"42636","full_name":"Christine Robertson, CPHR","lead_status":"Lapsed Member","do_id":"L25P02011","members_type":"PRO","new_member_date_2":"2024-05-21","city_1":"Middle Sackville","province":"NS","language":"English","time_zone":"1","area_code":"902","phone_2":"9024880499","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2025-04-30","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25P02011","last_infoline_date_type":"2022-05-05","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2018-09-02","pf1_status":"P","pf1_completion_date":"2018-11-18","pf2_status":"P","pf2_completion_date":"2019-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-10-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T08:41:44-04:00","blocnote":"Sept 3 2025 vm\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 - Reached Christine; confirmed lapsed Professional membership; began survey Q1","intcode":"02","temp_intcode_for_auto_old_int_code":"02","npi_email_temp":"christine.robertson007@gmail.com","pcl_completion_date_5":"2023-09-02","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","thewithdrawaldate":"2025-07-04","aitm_status_called":"2026-05-13T08:41:44-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent reached Christine and confirmed her lapsed Professional membership; Christine agreed to answer survey questions and the agent began Q1 about the initial value for joining NPI.","aitm_callsummarytitle":"Reached Christine; began renewal survey","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a7deb75444ac9ed9cb0c5d99221","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a7deb75444ac9ed9cb0c5d99221","mini_nps":"3","old_int_code":"06","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"40515","email":"jhamiltonentp@hotmail.com","first_name":"Jason","last_name":"Hamilton","phone":"4038916962","orgname":"J.Hamilton Enterprises Ltd.","customer_acct_name":"J.Hamilton Enterprises Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"322917","full_name":"Jason Hamilton","members_type":"CORP","do_id":"L25O00903","lead_status":"Lapsed Member","coidnewmbrdate":"2023-03-20","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"403","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T11:59:00-05:00","blocnote":"he will get someone else to call us because he is not in charge of this","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00903","temp_intcode_for_auto_old_int_code":"06","organization_id":"322918","number_of_passed_courses":"0","old_int_code":"7","trc":"False","wera":"False","npi_email_temp":"jhamiltonentp@hotmail.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41877","email":"hk0817437@gmail.com","first_name":"Harpreet","last_name":"Bhullar","phone":"","orgname":"","customer_acct_name":"","tags":"WR250730","ip4":"0.0.0.0","fields":{"individual_id":"324086","full_name":"Harpreet Kaur Bhullar","lead_status":"Refused","members_type":"CAND","new_member_date_2":"2023-04-25","city_1":"Brampton","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6475703953","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","found":"DO4 Email","date_of_renewal_identification":"","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"LB2505402","last_act_type":"2025-07-30","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","number_of_passed_courses":"3","intcode":"21","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_do_id":"LB2505402","npi_email_temp":"hk0817437@gmail.com","pcl_completion_date_5":"2028-08-26","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","do_id":"","ln_entered_date":"2026-06-02","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"99"}},"seriesid":"163"}
{"contact":{"id":"40430","email":"debbie@nwal.ca","first_name":"Debbie","last_name":"Payne","phone":"8678722216","orgname":"Northwestern Air Lease Ltd.","customer_acct_name":"Northwestern Air Lease Ltd.","tags":"250709 phone cannot be recovered, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"286458","full_name":"Debbie Payne","members_type":"CORP","do_id":"L25O00862","lead_status":"Lapsed Member","coidnewmbrdate":"2020-03-09","city_1":"Fort Smith","province":"NT","language":"English","time_zone":"4","area_code":"867","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-07-07T16:46:00-04:00","old_int_code":"08","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00862","temp_intcode_for_auto_old_int_code":"16","organization_id":"286459","last_act_type":"2025-04-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"debbie@nwal.ca","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37790","email":"ammaras@boszkoandverity.com","first_name":"Ammar","last_name":"Sharani","phone":"","orgname":"Boszko and Verity Inc.","customer_acct_name":"Boszko and Verity Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Ammar Al Sharani","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"647","members_type":"AST","do_id":"L25A01607","new_member_date_2":"2023-07-05","phone_2":"6475712843","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326659","intcode":"15","blocnote":"June 16 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call started, identity confirmed, first question asked, call ended abruptly","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:06:44-04:00","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A01607","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2023-04-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ammaras@boszkoandverity.com","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T11:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent reached Ammar and confirmed his identity before starting the call. The agent introduced herself and began asking about Ammar's membership experience, initiating the first survey question before the call ended.","aitm_callsummarytitle":"Call started and first question asked before disconnection","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e6b0f8ca1d9792c9f5e4f966d8c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e6b0f8ca1d9792c9f5e4f966d8c","old_int_code":"6","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"37070","email":"yyvonne.k.c@gmail.com","first_name":"Ming","last_name":"Kwan","phone":"4168805569","orgname":"Ronald McDonald House Charities Toronto","customer_acct_name":"Ronald McDonald House Charities Toronto","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ming Ming Yvonne Kwan","language":"English","canceldate":"2024-09-04","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C02624","new_member_date_2":"2022-07-07","cert_status":"PENDING","phone_2":"4168805569","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314549","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":"L25C02624","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-04-24","last_act_type":"2023-10-07","pcl_status":"P","pcl_completion_date":"2022-11-09","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":"2022-09-09","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"yyvonne.k.c@gmail.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"39269","email":"javad.darban@gmail.com","first_name":"Javad","last_name":"Darban","phone":"4375566626","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Javad Assaran Darban","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C04082","new_member_date_2":"2023-08-21","phone_2":"4375566626","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328171","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04082","last_act_type":"2023-08-18","pcl_status":"P","pcl_completion_date":"2023-12-18","number_of_passed_courses":"1","blocnote":"LNC Nov 17 2025 Survey completed He switched careers","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T14:49:00-05:00","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":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"If NPI could have come to colleges to explain.","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":"javad.darban@gmail.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"44387","email":"achiang.yvr@gmail.com","first_name":"Krisna","last_name":"Campos","phone":"7788368686","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341924","full_name":"Krisna Angela Chiang Campos","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-06","paid_thru":"2025-08-31","phone_2":"7788368686","pcl_status":"P","pcl_completion_date":"2024-11-06","pf1_status":"F","pf1_completion_date":"2025-03-10","province":"BC","last_act_type":"2026-02-21","language":"English","do_id":"L25C8183","number_of_passed_courses":"1","time_zone":"5","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C8183","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"06","blocnote":"LNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T17:15:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"achiang.yvr@gmail.com","pcl_completion_date_5":"2029-11-06","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"39765","email":"oxanamazzucco@yahoo.com","first_name":"Oxana","last_name":"Mazzucco","phone":"4163476475","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Oxana Mazzucco, PCP","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"PRO","new_member_date_2":"2009-01-07","pds_april":"2","cert_status":"ACTIVE","phone_2":"9058917548","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"36760","intcode":"21","blocnote":"June 30 2025 She is retired","dhmsfin_telemarketing_last_contacted_date":"2025-06-30T13:33:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"12","pds_july":"2","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2506759","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","pds_september":"2","date_of_renewal_identification":"","last_act_type":"2025-09-29","pipeline_2_members_only_ast":"","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-01-27","number_of_passed_courses":"1","pds_october":"2","trc":"True","wera":"False","pds_november":"2","do_id":"LB2506759","old_do_id":"L25P00418","npi_email_temp":"oxanamazzucco@yahoo.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"37767","email":"emntehm@gmail.com","first_name":"Emnet","last_name":"Cheru","phone":"7809912565","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Emnet Cheru","language":"English","canceldate":"2025-01-07","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C04436","new_member_date_2":"2023-11-14","phone_2":"7809912565","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331406","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04436","last_act_type":"2025-11-09","pcl_status":"P","pcl_completion_date":"2024-02-05","pf1_status":"P","pf1_completion_date":"2024-07-19","pf2_status":"P","pf2_completion_date":"2024-08-20","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 5 2025 vm\r\nLNC Dec 10 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T17:20:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"emntehm@gmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"39324","email":"jan.abelida@gmail.com","first_name":"Froiland","last_name":"Abelida","phone":"4163263841","orgname":"Alcohol and Gaming Commission","customer_acct_name":"Alcohol and Gaming Commission","tags":"npiAlert3, 250627 phone cannot be recovered, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Froiland Jan Abelida, PCP","language":"English","canceldate":"2023-05-19","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2017-06-02","cert_status":"ACTIVE","phone_2":"4168717302","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","intcode":"99","onesentencenotrenewed":" ","individual_id":"253298","organization_id":"124293","blocnote":"June 25 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T13:00:00-04:00","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":"LB2505520","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2505520","last_infoline_date_type":"2023-04-13","last_act_type":"2026-04-05","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2017-10-01","pf1_status":"P","pf1_completion_date":"2018-01-21","pf2_status":"P","pf2_completion_date":"2019-07-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-08-16","number_of_passed_courses":"4","date_of_renewal_identification":"","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jan.abelida@gmail.com","pcl_completion_date_5":"2022-10-01","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37121","email":"wuy7633@gmail.com","first_name":"Ying","last_name":"Wu","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ying Wu","language":"English","canceldate":"2023-04-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02128","new_member_date_2":"2022-02-24","phone_2":"6478183117","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"310427","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C02128","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-25","pcl_status":"F","pcl_completion_date":"2022-12-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"wuy7633@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"41738","email":"michelleb25@hotmail.com","first_name":"Michelle","last_name":"Martyn","phone":"6135725883","orgname":"Academy of Learning - Kingston","customer_acct_name":"Academy of Learning - Kingston","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"335537","full_name":"Michelle Martyn","lead_status":"Lapsed Member","do_id":"L25C05253","members_type":"CAND","new_member_date_2":"2024-05-16","city_1":"Kingston","province":"ON","language":"English","time_zone":"2","area_code":"613","phone_2":"6135725883","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":"L25C05253","last_act_type":"2025-10-02","pcl_status":"F","pcl_completion_date":"2025-01-30","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 02 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T15:36:00-05:00","temp_intcode_for_auto_old_int_code":"06","onesentencenotrenewed":"","npi_email_temp":"michelleb25@hotmail.com","pcl_completion_date_5":"2030-01-30","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"37779","email":"alinaisakson@gmail.com","first_name":"Alina","last_name":"Vidoser","phone":"4167044066","orgname":"Home Services Inc.","customer_acct_name":"Home Services Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Alina Vidoser","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2023-04-06","phone_2":"4167044066","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323535","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03495","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":"2025-11-26T15:43:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"alinaisakson@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03495","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"45909","email":"fatima9389@smtp.gc.ca","first_name":"Fatima","last_name":"Dion","phone":"6132310651","orgname":"S\u00e9curit\u00e9 Publique Canada","customer_acct_name":"S\u00e9curit\u00e9 Publique Canada","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"313921","full_name":"Fatima Dion","members_type":"CORP","paid_thru":"2023-04-30","organization_id":"312549","trc":"False","wera":"False","province":"ON","last_act_type":"2022-05-07","language":"English","corp_cancel_date":"2023-07-11","do_id":"L25O4141","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O4141","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"fatima9389@smtp.gc.ca","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","company_paid_thru":"2023-04-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37077","email":"siennaoconnor70@gmail.com","first_name":"Sienna","last_name":"O'Connor","phone":"9024468474","orgname":"Shannex Health Care","customer_acct_name":"Shannex Health Care","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Sienna O'Connor","language":"English","canceldate":"2023-11-02","time_zone":"1","area_code":"902","members_type":"CORP","new_member_date_2":"2022-09-08","phone_2":"9022293608","province":"NS","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"316482","organization_id":"33295","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2507235","date_of_renewal_identification":"2026-05-28","old_do_id":"L25O02186","last_act_type":"2022-12-09","company_paid_thru":"2026-08-31","intcode":"99","blocnote":"LN Oct 21 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-10-21T10:42:00-04:00","temp_intcode_for_auto_old_int_code":"99","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"F","pf1_completion_date":"2023-11-27","number_of_passed_courses":"1","paid_thru":"2026-08-31","old_int_code":"07","trc":"True","wera":"False","do_id":"LB2507235","npi_email_temp":"siennaoconnor70@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37198","email":"rochellemercader15@gmail.com","first_name":"Rochelle","last_name":"Mercader","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rochelle Mercader","language":"English","canceldate":"2023-04-04","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02136","new_member_date_2":"2022-02-28","phone_2":"4039220794","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"310530","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C02136","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-26","pcl_status":"P","pcl_completion_date":"2022-06-05","pf1_status":"P","pf1_completion_date":"2022-07-11","pf2_status":"P","pf2_completion_date":"2022-08-28","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"rochellemercader15@gmail.com","pcl_completion_date_5":"2027-06-05","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"42887","email":"lynne@lamconsulting.ca","first_name":"Lynne","last_name":"Moore","phone":"9057157068","orgname":"LAM Consulting Inc.","customer_acct_name":"LAM Consulting Inc.","tags":"250903 Update AST from Mem Portal, 251120 changed int_code to 99, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"257463","full_name":"Lynne Moore","members_type":"AST","lead_status":"Refused","new_member_date_2":"2017-10-23","city_1":"Newmarket","province":"ON","language":"English","time_zone":"2","area_code":"905","phone_2":"6473309562","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2025-09-30","pds_august":"2","blocnote":"number not in service\n2026-03-02 invalid phone destination, phone: +19057157068\n2026 Mar 02 call reached uninitialized voicemail, no contact made\n2026-03-04 invalid phone destination, phone: +19057157068\n2026-03-06 invalid phone destination, phone: +19057157068\n2026 Mar 06 contact Lynne in moving process, wants to renew later and agreed to receive email\n2026-03-09 invalid phone destination, phone: +19057157068\n2026 Mar 09 contact answered and completed survey, declined renewal due to medical reasons\n2026-03-11 invalid phone destination, phone: +19057157068\n2026 Mar 11 call started, user identified as Lynne, call ended abruptly","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T11:06:49-04:00","intcode":"15","value_help_with_complex":"No","old_int_code":"01","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"L25A02696","temp_intcode_for_auto_old_int_code":"15","pds_september":"2","last_infoline_date_type":"2024-02-16","last_conf_date_type":"2022-06-07","last_act_type":"2024-03-10","pcl_status":"F","pcl_completion_date":"2020-08-02","number_of_passed_courses":"0","pds_october":"2","date_of_renewal_identification":"","telemarketing_call_date":"2025-09-11","trc":"False","wera":"False","canceldate":"2025-12-02","pds_november":"2","old_do_id":"L25A02696","npi_email_temp":"lynne@lamconsulting.ca","aitm_status_called":"2026-03-11T11:16:53-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","npi_transcriptsummary":"The agent reached Lynne and introduced herself, beginning to inform Lynne about her lapsed Associate membership with the National Payroll Institute. The call was very brief and ended abruptly with the user hanging up before any further discussion or questions.","aitm_callsummarytitle":"Call started but ended abruptly after introduction","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","number_of_calls_reached":"3","number_of_total_call_attempts":"6","mini_nps":"5","onesentencenotrenewed":"Stepped back from business for medical reasons.","initialvalue":"Stay Current","age_range":"46-60","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"44376","email":"jaijoseph2@gmail.com","first_name":"Jai","last_name":"Joseph","phone":"4167869032","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342682","full_name":"Jai Joseph","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-24","paid_thru":"2025-08-31","phone_2":"4167869032","province":"ON","last_act_type":"2024-10-17","language":"English","do_id":"L25C8172","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8172","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"jaijoseph2@gmail.com","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"41838","email":"jamunaruthaya@gmail.com","first_name":"Jamuna","last_name":"Kumar","phone":"","orgname":"Ontario Health At Home","customer_acct_name":"Ontario Health At Home","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"336685","full_name":"Jamuna Rani Uthaya Kumar, PCP,B.Com","lead_status":"Renewed Lapsed","members_type":"CORP","new_member_date_2":"2024-04-19","city_1":"London","province":"ON","language":"English","time_zone":"2","area_code":"613","phone_2":"6132022513","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"LB2505519","paid_thru":"2026-06-30","organization_id":"9569","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2024-08-05","pf1_status":"P","pf1_completion_date":"2024-11-20","pf2_status":"P","pf2_completion_date":"2025-03-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-01-09","cpa_certification":"PCP","last_act_type":"2025-11-24","company_paid_thru":"2026-06-30","number_of_passed_courses":"4","date_of_renewal_identification":"2026-05-28","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505519","old_do_id":"L25P02001","npi_email_temp":"jamunaruthaya@gmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40535","email":"kristina.mysev@cmgl.ca","first_name":"Kristina","last_name":"Mysev","phone":"4035311379","orgname":"Computer Modelling Group Ltd.","customer_acct_name":"Computer Modelling Group Ltd.","tags":"WR250521, npiAlert14, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Kristina Mysev","members_type":"CORP","lead_status":"Lapsed DEL","organization_id":"223574","coidnewmbrdate":"2014-12-03","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"403","pipeline_1_lapsed_members":"Renewed lapsed","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"2026-05-26","individual_id":"318228","temp_do_id_for_auto_old_do_id":"LB2505936","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":"LB2505936","old_do_id":"L25O00913","npi_email_temp":"kristina.mysev@cmgl.ca","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37042","email":"kathyyu0818@gmail.com","first_name":"Yue","last_name":"Yu","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Yue Yu","language":"English","canceldate":"2025-01-07","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"AST","do_id":"L25A01540","new_member_date_2":"2020-11-03","cert_status":"WITHDRAWN_CPE","phone_2":"6043798853","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"294393","intcode":"06","blocnote":"June 13 2025 vm\n2026 May 08 left voicemail message\n2026 May 11 voicemail reached, message left\n2026 May 13 call reached voicemail, message left\n2026 May 15 voicemail reached, message left for Yue","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01540","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-04-24","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":"2021-02-23","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kathyyu0818@gmail.com","pcl_completion_date_5":"2026-01-17","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T19:23:26-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached voicemail and the agent left a message for Yue before ending the call.","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","session_id":"call_223195df1a9e04253760dc0ee9a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_223195df1a9e04253760dc0ee9a","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"45796","email":"info@alignaccounting.ca","first_name":"Kara","last_name":"Wilcox","phone":"7806721412","orgname":"Align Accounting & Tax Inc.","customer_acct_name":"Align Accounting & Tax Inc.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"327817","full_name":"Kara Wilcox","members_type":"CORP","paid_thru":"2025-07-31","organization_id":"327816","pcl_status":"P","pcl_completion_date":"2023-12-04","trc":"True","wera":"False","province":"AB","last_act_type":"2024-06-13","language":"English","last_infoline_date_type":"2024-06-13","corp_cancel_date":"2025-10-01","do_id":"L25O4125","number_of_passed_courses":"1","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4125","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"info@alignaccounting.ca","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","company_paid_thru":"2025-07-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41837","email":"jhunaxz_31@yahoo.com","first_name":"Wilfredo","last_name":"Urmeneta","phone":"7807076489","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":"337915","full_name":"Wilfredo Urmeneta","lead_status":"Lapsed Member","do_id":"L25C05304","members_type":"CAND","new_member_date_2":"2024-05-21","city_1":"Edmonton","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7808026745","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":"L25C05304","last_act_type":"2024-05-17","pcl_status":"F","pcl_completion_date":"2024-08-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T15:41:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jhunaxz_31@yahoo.com","pcl_completion_date_5":"2029-08-20","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"45921","email":"sgarnett@grmcpa.ca","first_name":"Scott","last_name":"Garnett","phone":"7806722600","orgname":"Garnett Radchenko MacKay LLP","customer_acct_name":"Garnett Radchenko MacKay LLP","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"266066","full_name":"Scott Garnett","members_type":"CORP","paid_thru":"2025-09-30","organization_id":"329646","trc":"False","wera":"False","province":"AB","last_act_type":"2023-03-10","language":"English","corp_cancel_date":"2025-12-02","do_id":"L25O3107","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":"L25O3107","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"sgarnett@grmcpa.ca","formatted_paid_thru":"30\/09\/2025","company_paid_thru":"2025-09-30","latest_paid_thru":"2025-09-30","ln_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37802","email":"gurassissandhu@yahoo.com","first_name":"Gurassis","last_name":"Sandhu","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Gurassis Sandhu","language":"English","canceldate":"2024-09-04","time_zone":"5","area_code":"604","members_type":"AST","do_id":"L25A01608","new_member_date_2":"2023-07-17","phone_2":"6045186530","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327008","intcode":"15","blocnote":"16 June 2025 VM\n2026 May 08 call started, agent introduced herself and mentioned lapsed membership, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:48-04:00","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25A01608","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2023-09-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gurassissandhu@yahoo.com","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T15:26:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Gurassis and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. 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","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d624fd098d815de6c6453bee9d1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d624fd098d815de6c6453bee9d1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"39268","email":"jillmanolache@gmail.com","first_name":"Jill","last_name":"Manolache","phone":"7807330652","orgname":"Go Auto Corp.","customer_acct_name":"Go Auto Corp.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Jill Manolache, PCP,CPA","language":"English","canceldate":"2023-05-23","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","new_member_date_2":"2017-04-26","cert_status":"ACTIVE","phone_2":"7809043115","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"252322","organization_id":"188856","intcode":"99","blocnote":"June 25 2025 not at her desk\r\nSept 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T16:47:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2505649","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2026-05-28","old_int_code":"6","last_infoline_date_type":"2023-09-27","last_conf_date_type":"2022-06-08","last_act_type":"2026-04-05","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2017-10-01","pf1_status":"P","pf1_completion_date":"2018-01-21","pf2_status":"P","pf2_completion_date":"2018-05-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-04-18","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505649","old_do_id":"L25P01102","npi_email_temp":"jillmanolache@gmail.com","pcl_completion_date_5":"2022-10-01","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39332","email":"khuranavishaal@gmail.com","first_name":"Vishal","last_name":"Khurana","phone":"6042559290","orgname":"Reel Curtains & Slipcovers Inc.","customer_acct_name":"Reel Curtains & Slipcovers Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Vishal Khurana","language":"English","canceldate":"2025-02-04","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P01468","new_member_date_2":"2023-12-11","cert_status":"WITHDRAWN","phone_2":"6045376189","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"294909","intcode":"06","blocnote":"June 25 2025 vm\r\nSept 8 2025 vm\n2026-05-14 dial busy, phone:  +16042559290\n2026 May 14 - Reached voicemail; no message left\n2026-05-19 dial busy, phone:  +16042559290\n2026 May 19 call reached voicemail, no contact made\n2026-05-21 dial busy, phone:  +16042559290\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:08-04:00","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25P01468","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-05-05","pcl_status":"P","pcl_completion_date":"2021-01-17","pf1_status":"P","pf1_completion_date":"2021-02-16","pf2_status":"P","pf2_completion_date":"2021-03-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"khuranavishaal@gmail.com","pcl_completion_date_5":"2026-01-17","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","thewithdrawaldate":"2025-02-04","aitm_status_called":"2026-05-21T12:47:08-04:00","number_of_call_attempts":"7","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"07","retell_call_status":"ended","session_id":"call_8ce88efa330f03a905d30485513","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8ce88efa330f03a905d30485513","npi_transcriptsummary":"The call reached the contact's voicemail and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact not reached","age_range":"Preferred not to say","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"38731","email":"canete.claro@gmail.com","first_name":"Claro","last_name":"Canete","phone":"7802325310","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Claro Canete","language":"English","canceldate":"2024-05-02","time_zone":"4","area_code":"780","members_type":"CAND","new_member_date_2":"2023-03-08","phone_2":"7802325310","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322392","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03370","last_act_type":"2023-07-19","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"P","pf2_completion_date":"2023-09-28","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC \/ 07 November 2025 VM\r\nLNC \/ 04 December 2025 VM\r\nLNC \/ 15 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T17:28:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"canete.claro@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03370","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"contact":{"id":"39282","email":"achellaine@yahoo.com","first_name":"Christian","last_name":"Apellado","phone":"7808603523","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Chellaine Apellado","language":"English","canceldate":"2024-09-04","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C03873","new_member_date_2":"2023-07-05","phone_2":"7808603523","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326555","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03873","last_act_type":"2025-10-22","pcl_status":"P","pcl_completion_date":"2023-09-28","pf1_status":"P","pf1_completion_date":"2023-12-20","pf2_status":"P","pf2_completion_date":"2024-02-05","number_of_passed_courses":"3","intcode":"10","blocnote":"LNC Nov 7 2025 vm\r\nLNC Dec 5 2025\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T12:18:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","trc":"True","wera":"False","old_int_code":"06","npi_email_temp":"achellaine@yahoo.com","pcl_completion_date_5":"2028-09-28","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"37221","email":"marge_mon@yahoo.com","first_name":"Margarita","last_name":"Enerio","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Margarita Enerio","language":"English","canceldate":"2023-09-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02640","new_member_date_2":"2022-07-09","phone_2":"7808931483","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314592","paid_thru":"2023-06-30","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":"L25C02640","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-07","pcl_status":"P","pcl_completion_date":"2022-09-25","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2023-02-06","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"marge_mon@yahoo.com","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"44369","email":"kathleen.charles972@gmail.com","first_name":"Kathleen","last_name":"Charles","phone":"","orgname":"Accenture","customer_acct_name":"Accenture","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"337446","full_name":"Kathleen Charles","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-05","paid_thru":"2025-08-31","phone_2":"5148944439","pcl_status":"F","pcl_completion_date":"2024-12-18","province":"QC","last_act_type":"2024-05-09","language":"French","do_id":"L25C8165","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8165","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"kathleen.charles972@gmail.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"38691","email":"nuomituanzi82@gmail.com","first_name":"Xiaohui","last_name":"Tong","phone":"4033058747","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Xiaohui Tong","language":"English","canceldate":"2024-07-03","time_zone":"4","area_code":"403","members_type":"CAND","new_member_date_2":"2023-05-02","phone_2":"4033058747","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324473","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03600","last_act_type":"2023-01-05","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 7 2025 vm\r\nLNC Dec 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T13:51:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"nuomituanzi82@gmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03600"}},"seriesid":"163"}
{"contact":{"id":"42843","email":"susan.doty@geaerospace.com","first_name":"Susan","last_name":"Doty","phone":"9058586642","orgname":"GE Aviation Inc.","customer_acct_name":"GE Aviation Inc.","tags":"WR250813, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Susan Doty","members_type":"CORP","coidnewmbrdate":"2007-01-10","city_1":"Mississauga","province":"ON","found":"DO4 Phone","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-09-30","individual_id":"353301","organization_id":"122410","language":"English","company_paid_thru":"2026-09-30","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507373","temp_do_id_for_auto_old_do_id":"LB2507373","npi_email_temp":"susan.doty@geaerospace.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38597","email":"jeneeta.mj@gmail.com","first_name":"Jeneeta","last_name":"Johnson","phone":"6478050772","orgname":"Aecon Construction Group Inc.","customer_acct_name":"Aecon Construction Group Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Jeneeta Mandothuparambil Johnson, PCP","language":"English","canceldate":"2024-02-01","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"CORP","new_member_date_2":"2023-03-13","cert_status":"ACTIVE","phone_2":"6476321698","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"322330","organization_id":"7589","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2505586","old_do_id":"LB2505586","last_act_type":"2025-10-31","company_paid_thru":"2026-12-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"P","pf2_completion_date":"2023-11-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-06-27","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"jeneeta.mj@gmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","do_id":"","company_status":"A"}},"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","latest_paid_thru":"2024-07-31"}},"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":"2023-07-09","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","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"37031","email":"mlagmay@outlook.com","first_name":"Marcial","last_name":"Lagmay","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Marcial Lagmay","language":"English","canceldate":"2023-09-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02620","new_member_date_2":"2022-07-07","phone_2":"7809884880","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314527","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02620","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-08-11","pcl_status":"P","pcl_completion_date":"2022-09-25","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2023-02-06","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"mlagmay@outlook.com","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
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{"contact":{"id":"37825","email":"pannuparminder13@gmail.com","first_name":"Parminder","last_name":"Kaur","phone":"7782232491","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Parminder Kaur","language":"English","canceldate":"2024-11-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C03500","new_member_date_2":"2023-09-21","phone_2":"7782232491","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"323634","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C03500","last_act_type":"2023-01-12","pcl_status":"F","pcl_completion_date":"2024-01-22","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T16:07:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"pannuparminder13@gmail.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"41795","email":"lairdfamily04@gmail.com","first_name":"Samantha","last_name":"Laird","phone":"2508308451","orgname":"Lift Auto Group Ltd.","customer_acct_name":"Lift Auto Group Ltd.","tags":"WR250716","ip4":"0.0.0.0","fields":{"individual_id":"36322","full_name":"Samantha Laird","lead_status":"Renewed Lapsed","members_type":"PRO","new_member_date_2":"2024-03-26","city_1":"Campbell River","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"6049165085","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","found":"DO4 Email","date_of_renewal_identification":"2025-07-18","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2505985","cert_status":"ACTIVE","cpa_certification":"PCP","last_infoline_date_type":"2025-11-14","last_act_type":"2026-02-28","pcl_status":"P","pcl_completion_date":"2024-07-02","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":"2025-07-30","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pcp_we":"APPROVED","old_do_id":"L25C05283","npi_email_temp":"lairdfamily04@gmail.com","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"41833","email":"jihaneshaya82@gmail.com","first_name":"Jihan","last_name":"Eshaya","phone":"6477848476","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":"336171","full_name":"Jihan Eshaya","lead_status":"Lapsed Member","do_id":"L25C05302","members_type":"CAND","new_member_date_2":"2024-05-24","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6477848476","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":"L25C05302","last_act_type":"2025-06-03","pcl_status":"P","pcl_completion_date":"2024-08-20","pf1_status":"F","pf1_completion_date":"2024-10-17","pf2_status":"P","pf2_completion_date":"2024-07-19","number_of_passed_courses":"2","intcode":"16","blocnote":"LNC Nov 11 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-11-11T10:17:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"True","wera":"False","npi_email_temp":"jihaneshaya82@gmail.com","pcl_completion_date_5":"2029-08-20","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"39734","email":"adamdsaylor@yahoo.ca","first_name":"Adam","last_name":"Saylor","phone":"7056478171","orgname":"Canada Revenue Agency","customer_acct_name":"Canada Revenue Agency","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Adam Saylor","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","extension_phone_1":"230","time_zone":"2","area_code":"705","members_type":"PRO","do_id":"L25P00888","new_member_date_2":"2014-03-07","cert_status":"WITHDRAWN","phone_2":"7056488365","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"223519","intcode":"0","blocnote":"June 30 2025 no answer\r\nSept 9 2025 vm\n2026 May 12 call reached a person who is not Adam Saylor, no callback date\/time provided\n2026 May 14 - Gatekeeper says Adam hasn't worked here in ten years; no new contact info provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T11:06:42-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25P00888","temp_intcode_for_auto_old_int_code":"08","last_act_type":"2024-07-31","pcl_status":"P","pcl_completion_date":"2014-06-19","pf1_status":"P","pf1_completion_date":"2014-09-25","pf2_status":"P","pf2_completion_date":"2015-07-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-04-23","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"adamdsaylor@yahoo.ca","pcl_completion_date_5":"2019-06-19","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","thewithdrawaldate":"2024-05-02","aitm_status_called":"2026-05-14T11:06:42-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent reached a gatekeeper who stated Adam no longer works at the organization and could not provide new contact information; call ended after brief interaction with no follow-up details obtained.","aitm_callsummarytitle":"Gatekeeper: Contact No Longer at Company","old_int_code":"08","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2054e5191f35009552552989934","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2054e5191f35009552552989934","number_of_calls_reached":"2","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not available at this number; Adam left the organization ten years ago.","initialvalue":"Other","othermemberbenefit":"Not provided","prootherreasonsnottorenew":"Contact not reachable at this number; requested contact no longer with organization","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"38507","email":"nksimard@gmail.com","first_name":"Nicole","last_name":"Simard","phone":"4164644834","orgname":"The Big Carrot Community Market","customer_acct_name":"The Big Carrot Community Market","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Nicole Simard","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2023-04-26","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324287","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03579","last_infoline_date_type":"2023-06-26","last_act_type":"2023-06-26","pcl_status":"P","pcl_completion_date":"2023-08-04","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 17 2025 Survey completed She is no longer in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T10:27:00-05:00","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":"","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 did back up payroll and now I do not do any payroll.","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"The price of events.","engagingstrategiesspecify":"Paid study and talking to a payroll professional about course material.","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Native","old_int_code":"01","trc":"True","wera":"False","npi_email_temp":"nksimard@gmail.com","pcl_completion_date_5":"2028-08-04","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03579","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"39291","email":"ccasequarrell@gmail.com","first_name":"Carlee","last_name":"Belsito","phone":"7059713554","orgname":"Sault Area Hospital","customer_acct_name":"Sault Area Hospital","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Carlee Belsito","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"705","members_type":"CAND","do_id":"L25C03867","new_member_date_2":"2023-06-29","phone_2":"7059713554","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326526","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03867","last_act_type":"2023-06-28","pcl_status":"F","pcl_completion_date":"2023-10-11","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 28 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T08:47:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ccasequarrell@gmail.com","pcl_completion_date_5":"2028-10-11","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"37227","email":"ayymak3@gmail.com","first_name":"Annkie","last_name":"Mak","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Annkie Mak","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"647","members_type":"AST","do_id":"L25A01556","new_member_date_2":"2022-05-13","phone_2":"6472806982","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"312912","intcode":"15","blocnote":"June 16 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call disconnected immediately after initial greeting","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:50-04:00","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A01556","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2023-04-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ayymak3@gmail.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:26:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was very brief and ended immediately after the initial greeting without any further conversation or information exchange.","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","session_id":"call_fed56d42ba8b24b2ed8bf1aac5b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fed56d42ba8b24b2ed8bf1aac5b","mini_nps":"3","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37806","email":"farhana.alam.smrite@gmail.com","first_name":"Farhana","last_name":"Smrite","phone":"3069565319","orgname":"Mega Group Inc","customer_acct_name":"Mega Group Inc","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Farhana Alam Smrite","language":"English","canceldate":"2024-04-02","time_zone":"3","area_code":"306","members_type":"CORP","new_member_date_2":"2023-02-10","phone_2":"3064710115","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"321123","organization_id":"74351","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2505148","old_do_id":"LB2505148","last_act_type":"2024-02-23","company_paid_thru":"2027-04-30","date_of_renewal_identification":"2025-10-08","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","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"farhana.alam.smrite@gmail.com","pcl_completion_date_5":"2028-05-28","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40498","email":"sheri.donkers@vitesco.com","first_name":"Sheri","last_name":"Donkers","phone":"5194363678","orgname":"Vitesco Technologies Canada Inc.","customer_acct_name":"Vitesco Technologies Canada Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"241717","full_name":"Sheri Donkers, CHRP","members_type":"CORP","do_id":"L25O00895","lead_status":"Lapsed Member","coidnewmbrdate":"2024-03-19","city_1":"Petrolia","province":"ON","language":"English","time_zone":"2","area_code":"519","phone_2":"458076131944444","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T11:57:00-04:00","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00895","temp_intcode_for_auto_old_int_code":"01","organization_id":"125466","pds_august":"5","pds_september":"5","last_act_type":"2025-04-25","blocnote":"LN \/ 06 October 2025 Survey completed - their payroll is processed in the US now","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","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":"Yes","careerchangespecify":"the payroll is in the US now","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"too far away for her to join","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","old_int_code":"6","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"sheri.donkers@vitesco.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38734","email":"akwinder0123@icloud.com","first_name":"Akwinder","last_name":"Kaur","phone":"4372297314","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Akwinder Kaur","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"437","members_type":"CAND","new_member_date_2":"2023-05-17","phone_2":"4372297314","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324533","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03605","last_act_type":"2023-08-26","pcl_status":"P","pcl_completion_date":"2023-08-26","pf1_status":"P","pf1_completion_date":"2023-09-28","number_of_passed_courses":"2","intcode":"21","blocnote":"LNC \/ 07 November 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T10:36:00-05:00","temp_intcode_for_auto_old_int_code":"21","old_int_code":"16","trc":"True","wera":"False","npi_email_temp":"akwinder0123@icloud.com","pcl_completion_date_5":"2028-08-26","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03605"}},"seriesid":"163"}
{"contact":{"id":"41817","email":"kaurpreet6600@gmail.com","first_name":"Harpreet","last_name":"Kaur","phone":"6475737647","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"300906","full_name":"Harpreet Kaur","lead_status":"Lapsed Member","do_id":"L25P01990","members_type":"PRO","new_member_date_2":"2021-05-05","city_1":"Brampton","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6475737647","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","paid_thru":"2025-04-30","intcode":"16","blocnote":"Aug 27 2025 number not in service\n2026-05-15 invalid phone destination, phone: +16475737647\n2026-05-15 invalid phone destination, phone: +16475737647","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:12:33-04:00","old_int_code":"08","notrenewedother":"Phone cannot be recovered","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25P01990","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-04-24","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-12-13","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kaurpreet6600@gmail.com","pcl_completion_date_5":"2026-09-05","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","thewithdrawaldate":"2025-07-04","aitm_status_called":"2026-05-15T15:26:46-04:00","number_of_call_attempts":"1","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_faff985092239e6feb5ddbb7665","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_faff985092239e6feb5ddbb7665"}},"seriesid":"163"}
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{"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":"2023-01-11","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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"39748","email":"jsparrowzhi@hotmail.com","first_name":"Joanne","last_name":"Sparrow","phone":"2892596536","orgname":"","customer_acct_name":"","tags":"WR250625","ip4":"127.0.0.1","fields":{"full_name":"Joanne Sparrow, PLP,CHRL","language":"English","canceldate":"2025-02-04","cpa_certification":"CPM","time_zone":"2","area_code":"289","members_type":"PRO","new_member_date_2":"2017-12-15","pds_april":"3","cert_status":"ACTIVE","phone_2":"2892596536","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"36393","intcode":"99","blocnote":"June 30 2025 she just renewed her membership","dhmsfin_telemarketing_last_contacted_date":"2025-06-30T13:29:00-04:00","city_1":"Brantford","found":"DO4 Email","date_of_renewal_identification":"2025-07-08","old_int_code":"13","pds_july":"3","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"LB2505738","temp_intcode_for_auto_old_int_code":"99","pds_august":"3","pds_september":"3","last_infoline_date_type":"2019-11-13","last_act_type":"2026-04-05","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","old_do_id":"L25P00416","npi_email_temp":"jsparrowzhi@hotmail.com","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"seriesid":"163"}
{"contact":{"id":"41865","email":"info@impots24h.com","first_name":"Celyne","last_name":"Lessard","phone":"4389332359","orgname":"Imp\u00f4ts 24h Comptabilit\u00e9","customer_acct_name":"Imp\u00f4ts 24h Comptabilit\u00e9","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"259071","full_name":"Celyne Lessard","lead_status":"Lapsed Member","members_type":"CAND","city_1":"Laval","province":"QC","language":"French","time_zone":"2","area_code":"438","phone_2":"4383456738","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-05-31","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C07970","last_act_type":"2025-09-22","do_id":"L25C07970","old_do_id":"L25C05318","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"info@impots24h.com","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31"}},"seriesid":"163"}
{"contact":{"id":"39259","email":"tabathaamacdonald@gmail.com","first_name":"Tabatha","last_name":"MacDonald","phone":"5874155075","orgname":"","customer_acct_name":"","tags":"npiAlert3, npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Tabatha MacDonald, PLP","language":"English","canceldate":"2024-06-27","cpa_certification":"CPM","time_zone":"4","area_code":"587","members_type":"PRO","new_member_date_2":"2025-11-14","cert_status":"ACTIVE","phone_2":"8254400173","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"217999","intcode":"99","blocnote":"June 25 2025 vm\r\nSept 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T16:45:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2507404","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","date_of_renewal_identification":"2025-11-15","last_infoline_date_type":"2026-04-30","last_conf_date_type":"2019-06-12","last_act_type":"2026-04-30","pcl_status":"P","pcl_completion_date":"2013-12-02","pf1_status":"P","pf1_completion_date":"2016-02-23","pf2_status":"P","pf2_completion_date":"2017-01-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-06-04","number_of_passed_courses":"4","old_do_id":"L25O02430","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"tabathaamacdonald@gmail.com","pcl_completion_date_5":"2018-12-02","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"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, AI Contacts sent to TM 2026, 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":"Pre-membership expiration","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":"June 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T13:15:00-04:00","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":"2026-02-24","last_act_type":"2026-02-24","last_login_date":"2025-11-12T19:27:49-05:00","member_october":"4","telemarketing_call_date":"2026-05-13","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","latest_paid_thru":"2026-06-30","apx_entered_date":"2026-05-15"}},"seriesid":"163"}
{"contact":{"id":"44370","email":"cinmajor861006@gmail.com","first_name":"Cindy","last_name":"Perron-Major","phone":"4384510774","orgname":"Witron Canada","customer_acct_name":"Witron Canada","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341569","full_name":"Cindy Perron-Major","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-19","paid_thru":"2025-08-31","phone_2":"4389200315","pcl_status":"F","pcl_completion_date":"2025-04-07","province":"QC","last_act_type":"2024-12-20","language":"French","do_id":"L25C8166","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8166","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"cinmajor861006@gmail.com","pcl_completion_date_5":"2030-04-07","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"38748","email":"alexako45@gmail.com","first_name":"Alexandra","last_name":"Koch","phone":"4317777536","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Alexandra Koch","language":"English","canceldate":"2024-10-02","time_zone":"3","area_code":"431","members_type":"CAND","do_id":"L25C04032","new_member_date_2":"2023-08-10","phone_2":"4317777536","province":"SK","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327796","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04032","last_act_type":"2024-01-10","pcl_status":"P","pcl_completion_date":"2023-12-04","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 17 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T10:49:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"alexako45@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"37735","email":"kimberd515@gmail.com","first_name":"Kimberley","last_name":"Friesen","phone":"2049546416","orgname":"Royal Manitoba Thearte Centre Inc.","customer_acct_name":"Royal Manitoba Thearte Centre Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Kimberley Friesen","language":"English","canceldate":"2024-07-03","time_zone":"3","area_code":"204","members_type":"CAND","new_member_date_2":"2023-05-19","phone_2":"2042939715","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"325258","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03693","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 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T15:00:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"kimberd515@gmail.com","pcl_completion_date_5":"2028-09-09","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03693"}},"seriesid":"163"}
{"contact":{"id":"39758","email":"krmaeramirez@gmail.com","first_name":"Kristine","last_name":"Ramirez","phone":"6475818752","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Kristine Mae Ramirez","language":"English","canceldate":"2024-08-28","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C04136","new_member_date_2":"2023-09-11","phone_2":"6475818752","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328520","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04136","last_act_type":"2024-08-28","pcl_status":"F","pcl_completion_date":"2023-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","sendapplicationform":"2025-12-02T13:27:00-05:00","blocnote":"LNC \/ 02 December 2025 Sent form for renewal","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T13:28:00-05:00","intcode":"24","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"24","npi_email_temp":"krmaeramirez@gmail.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"45852","email":"payroll@flycma.com","first_name":"Lindsey","last_name":"Whalen","phone":"7787641760","orgname":"Central Mountain Air Ltd.","customer_acct_name":"Central Mountain Air Ltd.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"231551","full_name":"Lindsey Whalen","members_type":"CORP","paid_thru":"2024-01-31","phone_2":"2508465916","organization_id":"141310","pcl_status":"F","pcl_completion_date":"2019-01-07","pf1_status":"F","pf1_completion_date":"2018-12-24","trc":"False","wera":"False","province":"BC","last_act_type":"2024-03-19","language":"English","last_infoline_date_type":"2020-12-23","corp_cancel_date":"2024-04-02","do_id":"L25O2877","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2877","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"payroll@flycma.com","pcl_completion_date_5":"2024-01-07","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37080","email":"dorothysuen@gmail.com","first_name":"Dorothy","last_name":"Suen","phone":"6048212162","orgname":"Bollore Logistics","customer_acct_name":"Bollore Logistics","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Dorothy Suen","language":"English","canceldate":"2024-11-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C00871","new_member_date_2":"2021-09-08","phone_2":"6043391295","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"270981","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C00871","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-27","pcl_status":"P","pcl_completion_date":"2019-03-03","pf1_status":"P","pf1_completion_date":"2019-10-29","pf2_status":"P","pf2_completion_date":"2021-11-14","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"dorothysuen@gmail.com","pcl_completion_date_5":"2024-03-03","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"44409","email":"saintjeansteeve480@gmail.com","first_name":"Steeve","last_name":"Saint-jean","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341284","full_name":"Steeve Adelph Foster Saint-jean","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-04","paid_thru":"2025-08-31","phone_2":"5144495028","pcl_status":"P","pcl_completion_date":"2024-12-18","province":"NB","last_act_type":"2024-04-09","language":"French","do_id":"L25C8205","number_of_passed_courses":"1","time_zone":"1","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8205","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","npi_email_temp":"saintjeansteeve480@gmail.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
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{"contact":{"id":"42988","email":"rferreia@certarus.com","first_name":"Rosana","last_name":"Costa","phone":"4039300123","orgname":"Certarus LTD","customer_acct_name":"Certarus LTD","tags":"Zerobounce indication","ip4":"0.0.0.0","fields":{"individual_id":"330994","full_name":"Rosana Ferreira Da Costa","members_type":"CAND","new_member_date_2":"2025-08-22","city_1":"Calgary","province":"AB","language":"English","area_code":"403","lead_status":"Renewed Lapsed","phone_2":"6473327621","time_zone":"4","zerobounce_reason":"abuse","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":"LB2506954","last_act_type":"2025-03-09","pcl_status":"F","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","old_do_id":"L25C05776","npi_email_temp":"rferreia@certarus.com","pcl_completion_date":"2026-02-03","pcl_completion_date_5":"2031-02-03","pf1_status":"E","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"39284","email":"alexandra@abbookkeep.com","first_name":"Alexandra","last_name":"Barber","phone":"6048450973","orgname":"Alexandra Barber Bookkeeping Services","customer_acct_name":"Alexandra Barber Bookkeeping Services","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Alexandra Barber","language":"English","canceldate":"2024-12-04","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C04380","new_member_date_2":"2023-10-23","phone_2":"6048450973","province":"BC","zerobounce_reason":"do_not_mail","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330660","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04380","last_act_type":"2024-01-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T16:29:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"alexandra@abbookkeep.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"37048","email":"kam_shan_leung@hotmail.com","first_name":"Kam","last_name":"Leung","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kam Shan Leung","language":"English","canceldate":"2023-02-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C00868","new_member_date_2":"2018-12-13","phone_2":"4039710238","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"270262","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C00868","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-11-29","pcl_status":"P","pcl_completion_date":"2019-04-07","pf1_status":"P","pf1_completion_date":"2019-10-13","pf2_status":"P","pf2_completion_date":"2020-04-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"kam_shan_leung@hotmail.com","pcl_completion_date_5":"2024-04-07","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"45883","email":"maryann.lemasters@bayer.com","first_name":"Mary","last_name":"LeMasters","phone":"3146944906","orgname":"Bayer Inc.","customer_acct_name":"Bayer Inc.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"315782","full_name":"Mary Ann LeMasters","members_type":"CORP","paid_thru":"2024-05-31","organization_id":"131521","trc":"False","wera":"False","province":"MO","last_act_type":"2022-08-19","language":"English","corp_cancel_date":"2024-08-02","do_id":"L25O3872","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25O3872","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"maryann.lemasters@bayer.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","company_paid_thru":"2024-05-31","blocnote":"may 27 vm","company_status":"I"}},"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","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"39402","email":"mattisathena@gmail.com","first_name":"Athena","last_name":"Mattis","phone":"4164501249","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, AI Contacts sent to TM 2026","ip4":"127.0.0.1","fields":{"full_name":"Athena Mattis","language":"English","canceldate":"2023-09-13","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"AST","do_id":"AST02701","new_member_date_2":"2026-01-15","pds_april":"2","cert_status":"WITHDRAWN","phone_2":"4164501249","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed AST","intcode":"06","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"268247","blocnote":"May 12 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T11:08:00-04:00","sendapplicationform":"2025-10-21T16:07:00-04:00","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":"31 to 45 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"2","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"AST02701","temp_intcode_for_auto_old_int_code":"06","pds_august":"2","pds_september":"2","last_infoline_date_type":"2024-03-18","last_act_type":"2026-01-15","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"P","pf1_completion_date":"2019-06-02","pf2_status":"P","pf2_completion_date":"2019-06-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-02-22","number_of_passed_courses":"4","old_int_code":"99","pds_october":"2","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","last_engaged_date":"2026-01-13","date_of_renewal_identification":"2026-01-16","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","old_do_id":"L25P01236","telemarketing_call_date":"2026-05-12","npi_email_temp":"mattisathena@gmail.com","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"39418","email":"mcswai@outlook.com","first_name":"Michelle","last_name":"Chan","phone":"6047138226","orgname":"Vancouver School Board","customer_acct_name":"Vancouver School Board","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Michelle Chan, PCP","language":"English","canceldate":"2023-01-11","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2020-12-07","cert_status":"ACTIVE","phone_2":"2368869080","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"295615","organization_id":"13535","intcode":"99","blocnote":"June 25 2025 vm\r\nSept 9 2025 She in now under the membership of her company","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T12:26:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","old_int_code":"13","temp_do_id_for_auto_old_do_id":"LB2506362","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506362","last_act_type":"2026-12-01","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","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","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":"mcswai@outlook.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44508","email":"alishakendall_92@hotmail.ca","first_name":"Alisha","last_name":"Kendall","phone":"3064605660","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed, TMAI","ip4":"10.13.138.206","fields":{"individual_id":"206586","full_name":"Alisha Kendall, PCP","members_type":"PRO","canceldate":"2025-12-02","new_member_date_2":"2012-09-27","paid_thru":"2025-09-30","phone_2":"3064605660","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2012-11-19","pf1_status":"P","pf1_completion_date":"2013-02-05","pf2_status":"P","pf2_completion_date":"2013-04-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-01-24","trc":"False","wera":"False","cpa_certification":"PCP","province":"NS","last_act_type":"2026-02-03","language":"English","do_id":"L25P2698","lead_status":"Lapsed Member","time_zone":"1","number_of_passed_courses":"4","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P2698","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"02","blocnote":"LN \/ 08 December 2025 VM\n2026 May 11 call reached voicemail or unintended recipient, no conversation completed\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 - Contact declined renewal, requested Associate details; email alishakendall_92@hotmail.ca recorded - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T08:41:44-04:00","temp_intcode_for_auto_old_int_code":"02","npi_email_temp":"alishakendall_92@hotmail.ca","pcl_completion_date_5":"2017-11-19","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30","thewithdrawaldate":"2025-12-02","aitm_status_called":"2026-05-13T08:41:44-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent spoke with Alisha Kendall about her lapsed NPI Professional membership, recorded her initial value as gaining a payroll designation, collected satisfaction (3) and age range (31-45), Alisha declined renewal but requested Associate membership details and confirmed her email; application form email was sent.","aitm_callsummarytitle":"Alisha declined renewal; requested Associate details","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b6d126d98d9b1b0ac1f0209eca4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b6d126d98d9b1b0ac1f0209eca4","sendapplicationform":"2026-05-13T08:45:00-04:00","thewithdrawaldate_3_years":"2028-12-02","mini_nps":"3","onesentencenotrenewed":"The fee wasn't worth it.","initialvalue":"Designation","prootherreasonsnottorenew":"The fee wasn't worth it.","old_int_code":"06","age_range":"31-45","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"45848","email":"no-email393@ler.com","first_name":"Payroll","last_name":"Department","phone":"7805718017","orgname":"Ryfan Inc.","customer_acct_name":"Ryfan Inc.","tags":"LER_dummy, 251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"260815","full_name":"Payroll Department","members_type":"CORP","paid_thru":"2025-09-30","organization_id":"75095","trc":"False","wera":"False","province":"AB","last_act_type":"2025-11-18","language":"English","corp_cancel_date":"2025-12-02","do_id":"L25O3099","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3099","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email393@ler.com","formatted_paid_thru":"30\/09\/2025","company_paid_thru":"2025-09-30","latest_paid_thru":"2025-09-30","ler_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38595","email":"psteele@barobinson.com","first_name":"Pamela","last_name":"Steele","phone":"2047890043","orgname":"B.A. Robinson Co Ltd","customer_acct_name":"B.A. Robinson Co Ltd","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Pamela Steele","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"3","area_code":"204","members_type":"PRO","new_member_date_2":"2009-08-25","pds_april":"11","cert_status":"WITHDRAWN","phone_2":"2042690793","province":"MB","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"102688","intcode":"03","blocnote":"June 18 2025 vm\r\nSept 4 2025 vm\n2026 May 13 - reached voicemail; no message left\n2026 May 13 - reached a person who was not Pamela, offered to take message; agent to call back","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T12:49:05-04:00","pds_july":"11","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25P00532","temp_intcode_for_auto_old_int_code":"03","pds_august":"11","pds_september":"11","last_infoline_date_type":"2021-08-03","last_act_type":"2024-12-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-01-17","number_of_passed_courses":"1","pds_october":"11","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"psteele@barobinson.com","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","thewithdrawaldate":"2024-10-02","aitm_status_called":"2026-05-13T13:01:43-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent called asking for Pamela; a person answered but indicated Pamela was not available and offered to take a message; agent declined and said they'd call back later.","aitm_callsummarytitle":"Reached wrong person \u2014 Pamela unavailable","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact unavailable; agent will call back later.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact not reached to discuss renewal","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d04f09cb50fa3667e3acdf09540","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d04f09cb50fa3667e3acdf09540","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P00532","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"41832","email":"jeffjohnston0406@gmail.com","first_name":"Jeff","last_name":"Johnston","phone":"6133822149","orgname":"Town of Gananoque","customer_acct_name":"Town of Gananoque","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"276564","full_name":"Jeff Johnston, BBA","lead_status":"Lapsed Member","do_id":"L25P01998","members_type":"PRO","new_member_date_2":"2019-05-31","city_1":"Kingston","province":"ON","language":"English","time_zone":"2","area_code":"613","phone_2":"6135393209","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","paid_thru":"2025-04-30","intcode":"03","blocnote":"Aug 27 2025 vm\n2026 May 15 call reached voicemail for Amanda Robinson in payroll department\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 reached voicemail of Amanda Robbins payroll administrator\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached automated system and disconnected before human contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25P01998","temp_intcode_for_auto_old_int_code":"03","last_infoline_date_type":"2020-03-03","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2020-01-05","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":"2020-09-03","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jeffjohnston0406@gmail.com","pcl_completion_date_5":"2025-01-05","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","thewithdrawaldate":"2025-07-04","aitm_status_called":"2026-05-21T09:37:06-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was an outbound attempt to reach the payroll administrator at the town of Kenanauqua. The call went through the automated phone system and was disconnected before reaching a human agent.","aitm_callsummarytitle":"Disconnected at Automated System","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f613f91d71be062aa3cd97f89b4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f613f91d71be062aa3cd97f89b4","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37039","email":"joycejui@hotmail.com","first_name":"Joyce","last_name":"Jui","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Joyce Jui","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C01119","new_member_date_2":"2020-04-20","cert_status":"PENDING","phone_2":"6477139799","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"287740","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C01119","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-25","pcl_status":"P","pcl_completion_date":"2020-08-23","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":"2023-07-25","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"joycejui@hotmail.com","pcl_completion_date_5":"2025-08-23","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"37810","email":"josee_poirier1@hotmail.com","first_name":"Jos\u00e9e","last_name":"Poirier","phone":"","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jos\u00e9e Poirier","language":"French","canceldate":"2023-12-02","cpa_certification":"SCP","time_zone":"2","area_code":"450","members_type":"PRO","do_id":"L25P00471","new_member_date_2":"2007-10-11","pds_april":"20","cert_status":"WITHDRAWN","phone_2":"4506225773","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"71309","pds_july":"20","paid_thru":"2023-09-30","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P00471","temp_intcode_for_auto_old_int_code":"21","pds_august":"20","pds_september":"20","last_infoline_date_type":"2023-11-29","last_act_type":"2024-01-03","pcl_status":"P","pcl_completion_date":"2012-02-08","pf1_status":"P","pf1_completion_date":"2012-06-26","pf2_status":"P","pf2_completion_date":"2013-10-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-06-12","number_of_passed_courses":"4","pds_october":"20","trc":"False","wera":"False","pds_november":"20","npi_email_temp":"josee_poirier1@hotmail.com","pcl_completion_date_5":"2017-02-08","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"38501","email":"preetkaur0064@gmail.com","first_name":"Pritpal","last_name":"Kaur","phone":"4373338438","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Pritpal Kaur","language":"English","canceldate":"2024-02-03","time_zone":"2","area_code":"437","members_type":"CAND","new_member_date_2":"2022-11-29","phone_2":"4373338438","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"317922","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"LB2506839","last_act_type":"2022-11-29","pcl_status":"F","pcl_completion_date":"2023-03-12","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:43:00-05:00","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":"L25C03049","do_id":"LB2506839","npi_email_temp":"preetkaur0064@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"39780","email":"andyhhj2017@gmail.com","first_name":"Hongju","last_name":"He","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Hongju He","language":"English","canceldate":"2025-01-07","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","new_member_date_2":"2014-11-04","pds_april":"1","cert_status":"WITHDRAWN","phone_2":"6044519268","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"142458","intcode":"06","blocnote":"June 30 2025 vm\n2026 May 12 call reached voicemail, no contact made\n2026 May 14 - reached voicemail\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact available","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:10-04:00","pds_july":"1","paid_thru":"2025-10-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P02592","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_infoline_date_type":"2020-04-15","last_act_type":"2026-03-26","do_id":"L25P02592","old_do_id":"L25P00635","pcl_status":"P","pcl_completion_date":"2009-06-18","pf1_status":"P","pf1_completion_date":"2009-11-17","pf2_status":"P","pf2_completion_date":"2010-04-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-07-28","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"andyhhj2017@gmail.com","pcl_completion_date_5":"2014-06-18","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31","thewithdrawaldate":"2025-01-07","aitm_status_called":"2026-05-21T13:47:07-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was made to the contact but they were not available to speak and the call went to voicemail.","aitm_callsummarytitle":"Call reached voicemail, no contact available","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0685745d9fb367f2bf67fce4fd9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0685745d9fb367f2bf67fce4fd9","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"41858","email":"christina.chensi1205@yahoo.com","first_name":"Si","last_name":"Chen","phone":"2897190341","orgname":"Extendicare (Canada) Inc.","customer_acct_name":"Extendicare (Canada) Inc.","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"283702","full_name":"Si Chen, PCP","lead_status":"Renewed Lapsed","members_type":"CORP","new_member_date_2":"2019-12-11","city_1":"Markham","province":"ON","language":"English","time_zone":"2","area_code":"289","phone_2":"6475721264","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T13:18:00-04:00","temp_do_id_for_auto_old_do_id":"LB2504758","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-10-31","organization_id":"46783","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2021-03-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-10-28","cpa_certification":"PCP","last_act_type":"2026-01-27","company_paid_thru":"2026-10-31","number_of_passed_courses":"4","date_of_renewal_identification":"2026-05-28","old_int_code":"6","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504758","old_do_id":"L25P02012","npi_email_temp":"christina.chensi1205@yahoo.com","canceldate":"2026-01-27","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44384","email":"ollerenshawgrace@gmail.com","first_name":"Grace","last_name":"Ollerenshaw","phone":"","orgname":"SOUTHMEDIC","customer_acct_name":"SOUTHMEDIC","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"339419","full_name":"Grace Ollerenshaw","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-08-28","paid_thru":"2025-08-31","phone_2":"7055296627","pcl_status":"F","pcl_completion_date":"2025-05-05","province":"ON","last_act_type":"2025-08-01","language":"English","do_id":"L25C8180","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8180","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"ollerenshawgrace@gmail.com","pcl_completion_date_5":"2030-05-05","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"45994","email":"cindy.audet@alamosgold.com","first_name":"Cindy","last_name":"Audet","phone":"8197972435","orgname":"Alamos Gold Inc.","customer_acct_name":"Alamos Gold Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"231663","full_name":"Cindy Audet","members_type":"CORP","paid_thru":"2024-03-31","organization_id":"183424","trc":"False","wera":"False","province":"QC","last_act_type":"2018-04-16","language":"French","last_infoline_date_type":"2018-01-25","corp_cancel_date":"2024-06-04","extension_phone_1":"241","do_id":"L25O2897","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2897","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"cindy.audet@alamosgold.com","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","company_paid_thru":"2024-03-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45922","email":"abergen@sunmeta.ca","first_name":"Alicia","last_name":"Bergen","phone":"4034559010","orgname":"Sundance College","customer_acct_name":"Sundance College","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"331102","full_name":"Alicia Bergen","members_type":"CORP","paid_thru":"2024-11-30","organization_id":"259038","trc":"False","wera":"False","province":"AB","language":"English","corp_cancel_date":"2025-02-04","do_id":"L25O4143","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4143","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"abergen@sunmeta.ca","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","company_paid_thru":"2024-11-30","blocnote":"May 25 she was never involved with the membrship ( it could be they had a membership before she came to the company","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37182","email":"mari_b86@hotmail.com","first_name":"Marisol","last_name":"Benitez","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Marisol Benitez","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C02932","new_member_date_2":"2022-09-08","phone_2":"4169392667","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316508","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":"L25C02932","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-15","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2024-04-23","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"mari_b86@hotmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"41805","email":"kelvin.dugan@hilton.com","first_name":"Kelvin","last_name":"Dugan","phone":"9013148143","orgname":"Hilton","customer_acct_name":"Hilton","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"338273","full_name":"Kelvin Dugan","lead_status":"Lapsed Member","do_id":"L25C05288","members_type":"CAND","new_member_date_2":"2024-05-31","city_1":"Cordova","province":"TN","language":"English","time_zone":"3","area_code":"901","phone_2":"9013148143","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":"L25C05288","last_act_type":"2024-10-07","pcl_status":"F","pcl_completion_date":"2024-09-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 02 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T15:40:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"kelvin.dugan@hilton.com","pcl_completion_date_5":"2029-09-23","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
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{"contact":{"id":"42875","email":"roshansavitree@gmail.com","first_name":"Savitree","last_name":"Roshan","phone":"4163580161","orgname":"","customer_acct_name":"","tags":"npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"123675","full_name":"Savitree Roshan","members_type":"AST","lead_status":"Lapsed Member","new_member_date_2":"2024-09-04","city_1":"Scarborough","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4163580161","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25A02663","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2025-08-31","cert_status":"WITHDRAWN","sendpreexpirationemail":"2025-09-09T11:51:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-25T15:01:48-04:00","blocnote":"spoke last month\n2026 Mar 04 call went to voicemail, message left\n2026 Mar 04 reached voicemail, no contact made\n2026 Mar 06 call went to voicemail, no conversation with contact\n2026 Mar 09 contact answered but ended call early, will call back later\n2026 Mar 11 call reached voicemail, no contact with Savitree\n2026 Mar 11 call reached voicemail, no direct contact with Savitree\n2026 Mar 13 call reached voicemail, no contact with Savitree\n2026 Mar 13 call reached voicemail, no contact with Savitree\n2026 Mar 16 contact answered but busy driving, no callback time given\n2026 Mar 18 call reached voicemail, no contact made\n2026 Mar 18 reached voicemail, left message\n2026 Mar 20 call reached voicemail, no human contact\n2026 Mar 20 call reached voicemail, message left\n2026 Mar 23 reached voicemail, no message left\n2026 Mar 23 reached voicemail, no direct contact\n2026 Mar 25 call reached voicemail, no contact made\n2026 Mar 25 call reached voicemail, no contact made","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":"Yes","value_designation":"No","value_networking":"No","value_career":"No","value_promote_payroll":"No","value_discount_program":"No","othermemberbenefit":"","sendapplicationform":"2025-09-09T11:51:00-04:00","temp_do_id_for_auto_old_do_id":"L25A02663","cpa_certification":"PCP","last_act_type":"2024-09-13","intcode":"06","temp_intcode_for_auto_old_int_code":"06","pcl_status":"P","pcl_completion_date":"2008-01-21","pf1_status":"P","pf1_completion_date":"2008-01-15","pf2_status":"P","pf2_completion_date":"2008-01-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-04-15","old_int_code":"03","number_of_passed_courses":"4","date_of_renewal_identification":"","old_do_id":"AST2137","canceldate":"2025-11-04","trc":"False","wera":"False","npi_email_temp":"roshansavitree@gmail.com","aitm_status_called":"2026-03-25T15:11:51-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was made to Savitree but reached 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","number_of_total_call_attempts":"18","number_of_calls_reached":"2","pcl_completion_date_5":"2013-01-21","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
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{"contact":{"id":"39404","email":"pathwal@hamiltonduncan.com","first_name":"Carmen","last_name":"....","phone":"6045814677","orgname":"Hamilton Duncan Armstrong & Stewart Law Corp.","customer_acct_name":"Hamilton Duncan Armstrong & Stewart Law Corp.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"language":"English","canceldate":"2025-02-04","time_zone":"5","area_code":"604","members_type":"CORP","do_id":"L25O00840","new_member_date_2":"2021-06-21","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"302511","intcode":"10","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T13:28:00-04:00","blocnote":"Sept 9 2025 Call back and ask for Carmen","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25O00840","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2025-01-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pathwal@hamiltonduncan.com","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"42889","email":"dualeadam0304@gmail.com","first_name":"Duale","last_name":"Mohamed","phone":"6134002329","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"259610","full_name":"Duale Mohamed","members_type":"AST","lead_status":"Lapsed Member","new_member_date_2":"2024-08-09","city_1":"Ottawa","province":"ON","language":"English","time_zone":"2","area_code":"613","phone_2":"6134002329","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25A02126","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2025-07-31","cert_status":"PENDING","blocnote":"Sept 11 2025 vm\n2026 Mar 03 call connected with Duale Mohamed, membership lapsed discussion started","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T15:28:48-05:00","intcode":"15","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02126","temp_intcode_for_auto_old_int_code":"15","cpa_certification":"PCP","old_do_id":"AST2080","canceldate":"2025-10-01","last_act_type":"2024-04-11","pcl_status":"P","pcl_completion_date":"2018-05-06","pf1_status":"P","pf1_completion_date":"2018-08-20","pf2_status":"P","pf2_completion_date":"2024-12-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-11-04","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"dualeadam0304@gmail.com","aitm_status_called":"2026-03-03T15:28:48-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent successfully reached Duale Mohamed and introduced the call regarding the lapsed Associate membership with the National Payroll Institute. The agent began the conversation to ask questions about the membership experience.","aitm_callsummarytitle":"Reached Duale Mohamed, membership lapsed discussion started","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":"2023-05-06","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"45934","email":"rh@lavalpoincon.com","first_name":"Eva","last_name":"Molina","phone":"4504375761","orgname":"Laval Poin\u00e7on et Matrice","customer_acct_name":"Laval Poin\u00e7on et Matrice","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"315541","full_name":"Eva Molina","members_type":"CORP","paid_thru":"2025-07-31","organization_id":"315539","trc":"False","wera":"False","province":"QC","language":"English","corp_cancel_date":"2025-10-01","do_id":"L25O3879","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3879","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"rh@lavalpoincon.com","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","company_paid_thru":"2025-07-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38719","email":"jojiecalicdan25@gmail.com","first_name":"Jojielyn","last_name":"Chioco","phone":"8255616995","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jojielyn Chioco","language":"English","canceldate":"2024-12-04","time_zone":"4","area_code":"825","members_type":"CAND","do_id":"LB2505706","new_member_date_2":"2023-10-12","phone_2":"8255616995","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"329984","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"LB2505706","last_act_type":"2023-12-10","pcl_status":"P","pcl_completion_date":"2024-03-19","pf1_status":"P","pf1_completion_date":"2024-05-23","pf2_status":"P","pf2_completion_date":"2024-06-25","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC \/ 07 November 2025 VM\r\nLNC \/ 04 December 2025 VM\r\nLNC \/ 15 December 2025 Won't join again","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T17:28:00-05:00","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":"L25C04310","npi_email_temp":"jojiecalicdan25@gmail.com","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"37813","email":"a_aquash@hotmail.com","first_name":"Ayzhia","last_name":"Aquash","phone":"2898382470","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Ayzhia Aquash","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"289","members_type":"AST","do_id":"L25A01609","new_member_date_2":"2023-07-27","phone_2":"2898382470","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327384","intcode":"15","blocnote":"June 16 2025 Call back busy right now.\r\nJune 16 2025 Survey completed . She said she does not have the finances for membership right now. She said maybe in the future.\n2026 May 08 contact requested callback for renewal discussion on 2026-05-13 afternoon - NPI# 37813\n2026 May 13 call started, agent reached Ayzhia, first question asked, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:31:46-04:00","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":"There other financial factors.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Basic","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":"L25A01609","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2023-09-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"a_aquash@hotmail.com","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-13T14:31:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_call_back_date_and_time":"2026-05-13T14:00:00-04:00","npi_call_back_time_hour":"14","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent successfully reached Ayzhia 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 the first question was asked.","aitm_callsummarytitle":"Initial Membership Survey Started","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact did not have time to talk and requested a callback.","initialvalue":"Other","othermemberbenefit":"Not provided","old_int_code":"10","astotherreasonsnottorenew":"Contact was not available to discuss renewal at this time.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3d3a385c4413a4aaf3567f75df8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3d3a385c4413a4aaf3567f75df8","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"45967","email":"ana.batista@innophos.com","first_name":"Ana","last_name":"Batista","phone":"6095781976","orgname":"Innophos","customer_acct_name":"Innophos","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"331160","full_name":"Ana Batista","members_type":"CORP","paid_thru":"2024-10-31","organization_id":"331159","trc":"False","wera":"False","province":"NJ","language":"English","corp_cancel_date":"2025-01-07","do_id":"L25O4149","number_of_passed_courses":"0","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":"L25O4149","npi_email_temp":"ana.batista@innophos.com","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","company_paid_thru":"2024-10-31","blocnote":"May 26 vm","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39290","email":"karenjmanherz77@outlook.com","first_name":"Karen","last_name":"Manherz","phone":"5875888421","orgname":"","customer_acct_name":"","tags":"250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Karen Manherz","language":"English","canceldate":"2025-11-14","time_zone":"4","area_code":"587","members_type":"CAND","new_member_date_2":"2024-10-11","phone_2":"5875888421","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"343347","temp_do_id_for_auto_old_do_id":"LB2505794","last_act_type":"2024-11-14","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 27 2025 She said she was going to go into payroll but decided not to so that is why she cancelled her membership.","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T15:31:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C04576","do_id":"LB2505794","npi_email_temp":"karenjmanherz77@outlook.com"}},"seriesid":"163"}
{"contact":{"id":"37111","email":"suzannestockand@gmail.com","first_name":"Sue","last_name":"Stockand","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Sue Stockand","language":"English","canceldate":"2024-10-11","time_zone":"5","area_code":"250","members_type":"AST","do_id":"L25A01546","new_member_date_2":"2023-09-20","phone_2":"2507324894","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"299054","intcode":"06","blocnote":"June 13 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human answer\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:49-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25A01546","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-11-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"suzannestockand@gmail.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T19:23:27-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","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","session_id":"call_04cfbcba8e344f1aa09911cd7e5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_04cfbcba8e344f1aa09911cd7e5","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"42886","email":"cnguyen@tgwt.com","first_name":"Chiem","last_name":"Nguyen","phone":"5145258118","orgname":"TGWT Inc.","customer_acct_name":"TGWT Inc.","tags":"paie.ca visited, 250903 Update AST from Mem Portal, npiAlert15, npiAlert18, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"337525","full_name":"Chiem Nguyen, J4G 1N8","members_type":"AST","lead_status":"Renewed AST","new_member_date_2":"2025-05-13","city_1":"Longueuil","province":"QC","language":"French","extension_phone_1":"221","time_zone":"2","area_code":"514","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Pre-membership expiration","do_id":"AST2093","paid_thru":"2026-04-30","date_of_renewal_identification":"2025-09-11","temp_do_id_for_auto_old_do_id":"AST2093","sendwelcomeapplicationform":"2025-09-23T09:39:00-04:00","regular_email_change_date":"2025-09-23T09:39:32-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-29T09:58:00-04:00","intcode":"01","temp_intcode_for_auto_old_int_code":"01","last_engaged_date":"2025-10-14","last_infoline_date_type":"2026-09-02","last_conf_date_type":"2024-08-21","last_act_type":"2026-09-02","last_login_date":"2025-10-14T11:36:33-04:00","askpat_october":"1","telemarketing_call_date":"2025-09-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cnguyen@tgwt.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","blocnote":"completer 20 mai 2026 envoie 1 courriel  veut les tarifs exact de renouvellement \u00e9tudiant vs employ\u00e9\r\n22 mai 2026 bv 110$ pour \u00e9tudiant et 329 $ pour employ\u00e9 par ann\u00e9e et 375$ pour membre et lui faire part du rabais offert de 25%","mini_nps":"4","testimonial":"aime poser des questions et avoir de bonne r\u00e9ponse  et adore parler avec les membres .","renewal_refusal_reasons":"","old_int_code":"06","sendpreexpirationemail":"2026-05-20T11:20:00-04:00"}},"seriesid":"163"}
{"contact":{"id":"40588","email":"faidatakande@yahoo.com","first_name":"Oluwashola","last_name":"Akande","phone":"6478049680","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":"334781","full_name":"Oluwashola Akande","members_type":"CAND","do_id":"L25C04680","lead_status":"Lapsed Member","new_member_date_2":"2024-02-28","city_1":"Milton","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6478049680","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04680","last_act_type":"2024-02-28","pcl_status":"P","pcl_completion_date":"2024-06-04","number_of_passed_courses":"1","intcode":"06","blocnote":"MNov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T10:28:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"faidatakande@yahoo.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"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":"2024-09-07","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","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
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{"contact":{"id":"45929","email":"setoga@nubis.ca","first_name":"St\u00e9phane","last_name":"Etoga","phone":"5146421969","orgname":"Nubis Innovations Inc.","customer_acct_name":"Nubis Innovations Inc.","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"354166","full_name":"St\u00e9phane Etoga","members_type":"CORP","paid_thru":"2025-09-30","organization_id":"191028","pcl_status":"F","trc":"False","wera":"False","province":"QC","language":"English","corp_cancel_date":"2025-12-02","do_id":"L25O4144","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4144","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"setoga@nubis.ca","pcl_completion_date":"2026-02-03","pcl_completion_date_5":"2031-02-03","formatted_paid_thru":"30\/09\/2025","company_paid_thru":"2025-09-30","latest_paid_thru":"2025-09-30","ln_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"37770","email":"st_hilaire_nathalie@hotmail.com","first_name":"Nathalie","last_name":"St-Hilaire","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Nathalie St-Hilaire, CCP","language":"French","canceldate":"2023-11-02","time_zone":"2","area_code":"514","members_type":"CAND","new_member_date_2":"2022-09-23","phone_2":"5147123213","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"317210","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"LB2507347","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":"L25C02986","last_act_type":"2022-09-23","pcl_status":"P","pcl_completion_date":"2023-01-19","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2507347","npi_email_temp":"st_hilaire_nathalie@hotmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
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{"contact":{"id":"40512","email":"margiehagerup@gmail.com","first_name":"Marjorie","last_name":"Hagerup","phone":"4254506068","orgname":"Icom Canada Holdings Inc.","customer_acct_name":"Icom Canada Holdings Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"197601","full_name":"Marjorie Hagerup","members_type":"CORP","do_id":"L25O00902","lead_status":"Lapsed Member","coidnewmbrdate":"2012-03-27","city_1":"Renton","province":"WA","language":"English","time_zone":"5","area_code":"425","phone_2":"2062267514","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T16:52:00-04:00","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00902","temp_intcode_for_auto_old_int_code":"6","organization_id":"197570","blocnote":"LN \/ 01 October 2025 VM","last_act_type":"2019-01-16","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"margiehagerup@gmail.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37310","email":"sabrinastephanides@hotmail.com","first_name":"Sabrina","last_name":"Stephanides","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sabrina Stephanides","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C02147","new_member_date_2":"2022-03-02","phone_2":"5142962070","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"310599","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02147","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-03","pcl_status":"F","pcl_completion_date":"2022-07-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sabrinastephanides@hotmail.com","pcl_completion_date_5":"2027-07-11","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
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{"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":"260522 Lapsed DEL","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":"LB2507181","pds_september":"2","last_infoline_date_type":"2022-08-26","last_act_type":"2026-12-01","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","npi_email_temp":"sharon.mansfield@bell.net","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42979","email":"romir121mohamed@gmail.com","first_name":"Romir","last_name":"Mohamed","phone":"6473821309","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"do_id":"AST2162","individual_id":"353683","full_name":"Romir Mohamed","members_type":"AST","new_member_date_2":"2025-08-20","city_1":"Markham","province":"ON","language":"English","area_code":"647","lead_status":"Member","phone_2":"6473821309","time_zone":"2","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","pipeline_1_lapsed_members":"","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","paid_thru":"2026-07-31","blocnote":"May 13 2026 completed with one email sent. ( he is under the process of becoming certified so he doesnt need any email in that regards)","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T10:14:00-04:00","intcode":"31","temp_do_id_for_auto_old_do_id":"AST2162","temp_intcode_for_auto_old_int_code":"31","last_act_type":"2025-08-20","telemarketing_call_date":"2026-05-13","pcl_status":"P","number_of_passed_courses":"1","trc":"True","wera":"False","sendaidate":"2026-05-13T10:13:39-04:00","pcl_completion_date":"2025-12-02","pf1_status":"F","npi_email_temp":"romir121mohamed@gmail.com","pf1_completion_date":"2026-03-24","pcl_completion_date_5":"2030-12-02","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","sendaigeneral":"2026-05-13T10:13:00-04:00","sendaiemail":"2026-05-13T10:13:38-04:00","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last month","value_designation":"Yes","old_int_code":"6"}},"seriesid":"163"}
{"contact":{"id":"39370","email":"mfgvuelta@yahoo.com","first_name":"Marilou","last_name":"Vuelta","phone":"3064902771","orgname":"EastWest College","customer_acct_name":"EastWest College","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Marilou Vuelta","language":"English","canceldate":"2024-01-05","time_zone":"3","area_code":"306","members_type":"CAND","new_member_date_2":"2022-11-28","phone_2":"3064902771","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"319284","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"LB2506411","last_act_type":"2022-11-25","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","intcode":"06","blocnote":"Nov 7 2025 vm\r\nLNC Dec 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T14:55:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03126","do_id":"LB2506411","npi_email_temp":"mfgvuelta@yahoo.com","pcl_completion_date_5":"2028-02-26","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
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{"contact":{"id":"39317","email":"cathysalome1982@gmail.com","first_name":"Catherine","last_name":"Salome","phone":"7808153120","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Catherine Salome","language":"English","canceldate":"2024-10-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C04087","new_member_date_2":"2023-08-21","phone_2":"7808153120","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328210","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04087","last_act_type":"2023-08-20","pcl_status":"P","pcl_completion_date":"2023-11-27","pf1_status":"P","pf1_completion_date":"2024-03-19","pf2_status":"P","pf2_completion_date":"2024-05-23","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC Nov 7 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T12:04:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"cathysalome1982@gmail.com","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"42879","email":"hugoadrian2013@gmail.com","first_name":"Hugo","last_name":"Lopez","phone":"5146477510","orgname":"DNE Resources","customer_acct_name":"DNE Resources","tags":"250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"individual_id":"281604","full_name":"Hugo Adrian Ramos Lopez","members_type":"AST","lead_status":"Renewed AST","new_member_date_2":"2019-10-08","city_1":"Kirkland","province":"QC","language":"English","time_zone":"2","area_code":"514","phone_2":"5146477510","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","do_id":"AST2107","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2026-09-30","pds_august":"2","blocnote":"May 14 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T09:56:00-04:00","intcode":"06","temp_do_id_for_auto_old_do_id":"AST2107","temp_intcode_for_auto_old_int_code":"06","pds_september":"2","last_infoline_date_type":"2026-02-24","last_act_type":"2026-02-24","pcl_status":"F","pcl_completion_date":"2020-03-01","number_of_passed_courses":"0","pds_october":"2","date_of_renewal_identification":"2025-11-04","telemarketing_call_date":"2026-05-13","old_int_code":"99","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"hugoadrian2013@gmail.com","pcl_completion_date_5":"2025-03-01","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"38622","email":"spmarilaise1@gmail.com","first_name":"Marilaise","last_name":"st Pierre","phone":"5143282111","orgname":"Centre Investigation & S\u00e9curit\u00e9 Canada","customer_acct_name":"Centre Investigation & S\u00e9curit\u00e9 Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Marilaise Saint Pierre","language":"French","canceldate":"2024-05-02","extension_phone_1":"1","time_zone":"2","area_code":"514","members_type":"CAND","new_member_date_2":"2023-03-15","phone_2":"4384024030","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322340","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C03357","last_act_type":"2023-03-20","number_of_passed_courses":"0","trc":"False","wera":"False","sendapplicationform":"2025-12-11T10:11:00-05:00","blocnote":"lnc \r\ncompl\u00e9ter 11 dec 2025 envoie 2 courriels","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:12:00-05:00","sendastapplicationform":"2025-12-11T10:11:00-05:00","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":"oublie de renouveler","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":"46 to 60 years","selfpayrollproficiency":"Strong","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","last_engaged_date":"2026-04-30","npi_email_temp":"spmarilaise1@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"02","old_do_id":"L25C03357","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"38470","email":"carrollescape@gmail.com","first_name":"Carroll","last_name":"Rowlands","phone":"8666881200","orgname":"CTS Canadian Career College - Sudbury","customer_acct_name":"CTS Canadian Career College - Sudbury","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Carroll Rowlands","language":"English","canceldate":"2024-01-05","cpa_certification":"PCP","time_zone":"2","area_code":"705","members_type":"PRO","do_id":"L25P00776","new_member_date_2":"2012-11-07","cert_status":"WITHDRAWN","phone_2":"7054951200","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"200699","intcode":"0","blocnote":"June 18 2025 No one by the name above there,\n2026 May 13 - Reached receptionist Marnie at CTS Canadian Careers College; Carroll Rowlands not at this number.\n2026 May 15 call reached Mary at Hefkin Hanks Career College, Carroll not available\n2026 May 19 contact not found at number, asked to stop calls.","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:12:02-04:00","old_int_code":"08","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25P00776","temp_intcode_for_auto_old_int_code":"08","last_act_type":"2024-04-04","pcl_status":"P","pcl_completion_date":"2012-09-04","pf1_status":"P","pf1_completion_date":"2012-10-16","pf2_status":"P","pf2_completion_date":"2012-11-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-09-11","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"carrollescape@gmail.com","pcl_completion_date_5":"2017-09-04","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","thewithdrawaldate":"2024-01-05","aitm_status_called":"2026-05-19T11:12:02-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Carroll Rowlands but reached Mary at CTS Canadian Career College, who stated that Carroll Rowlands is not there and asked to stop calling.","aitm_callsummarytitle":"Contact Not Found, Requested No Further Calls","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_d5a98358477af4e8e6835477403","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d5a98358477af4e8e6835477403","number_of_calls_reached":"3","mini_nps":"1","onesentencenotrenewed":"Contact stated Carroll Rowlands is not at the number and asked to stop calling.","initialvalue":"Other","othermemberbenefit":"Contact did not provide other reasons for membership.","prootherreasonsnottorenew":"Contact not found at this number, asked to stop calls.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"41834","email":"jbullock@petrolia.ca","first_name":"Julie","last_name":"Bullock","phone":"5198822350","orgname":"Town of Petrolia","customer_acct_name":"Town of Petrolia","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"288538","full_name":"Julie Bullock","lead_status":"Lapsed Member","do_id":"L25P01999","members_type":"PRO","new_member_date_2":"2020-05-12","city_1":"Petrolia","province":"ON","language":"English","time_zone":"2","area_code":"519","phone_2":"5193284327","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","paid_thru":"2025-04-30","intcode":"06","blocnote":"Aug 27 2025 vm\n2026 May 15 reached voicemail, no human contact\n2026 May 15 reached voicemail, message left\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, message left\n2026 May 21 call reached voicemail at Town of Petrolia office\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25P01999","temp_intcode_for_auto_old_int_code":"6","last_conf_date_type":"2022-06-08","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2020-09-13","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"P","pf2_completion_date":"2021-11-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-01-31","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jbullock@petrolia.ca","pcl_completion_date_5":"2025-09-13","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","thewithdrawaldate":"2025-07-04","aitm_status_called":"2026-05-21T09:57:10-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached voicemail and no conversation with the contact occurred. A message was left as the contact was not available to speak.","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","session_id":"call_2d0bfbfb910f6a5ab4a1a66d24b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2d0bfbfb910f6a5ab4a1a66d24b","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"37836","email":"mobinvohra@gmail.com","first_name":"Mobin","last_name":"Vohra","phone":"2368541094","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Mobin Vohra","language":"English","canceldate":"2025-02-04","time_zone":"5","area_code":"236","members_type":"CAND","do_id":"L25C04442","new_member_date_2":"2023-12-19","phone_2":"2368541094","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331453","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C04442","last_act_type":"2024-02-20","pcl_status":"F","pcl_completion_date":"2024-04-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T16:11:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"mobinvohra@gmail.com","pcl_completion_date_5":"2029-04-03","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"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","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"39244","email":"dana_olfert_50@hotmail.com","first_name":"Dana","last_name":"Olfert","phone":"4033920000","orgname":"Town of High Level","customer_acct_name":"Town of High Level","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Dana Olfert","language":"English","canceldate":"2024-01-05","time_zone":"4","area_code":"780","members_type":"CAND","new_member_date_2":"2022-11-23","phone_2":"4033920000","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"319107","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"LB2504859","last_act_type":"2022-11-22","pcl_status":"F","pcl_completion_date":"2023-03-12","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03114","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T15:23:00-05:00","old_int_code":"21","do_id":"LB2504859","npi_email_temp":"dana_olfert_50@hotmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"45859","email":"no-email631@ler.com","first_name":"Mia","last_name":"Guerra","phone":"4168685434","orgname":"HSBC Bank Canada","customer_acct_name":"HSBC Bank Canada","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"57944","full_name":"Mia Guerra","members_type":"CORP","paid_thru":"2023-09-30","organization_id":"6608","trc":"False","wera":"False","province":"ON","language":"English","corp_cancel_date":"2023-12-02","do_id":"L25O4398","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O4398","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email631@ler.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41180","email":"dannaruelland@hotmail.com","first_name":"Danna","last_name":"McNeil","phone":"7804772233","orgname":"Nilsson Bros. Inc","customer_acct_name":"Nilsson Bros. Inc","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"300088","full_name":"Danna McNeil, PCP","members_type":"CORP","lead_status":"Refused","do_id":"","new_member_date_2":"2024-07-26","coidnewmbrdate":"2000-02-01","city_1":"Spruce Grove","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7802718983","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-09-03","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2027-01-31","intcode":"99","onesentencenotrenewed":"PRO reached 3 years limit for renewal","blocnote":"Aug 18 2025 Survey completed She is now with the corporate membership with the company she is at now.","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T13:35:00-04:00","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","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","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_do_id_for_auto_old_do_id":"L25P01879","temp_intcode_for_auto_old_int_code":"99","organization_id":"10256","old_int_code":"2","last_act_type":"2025-06-06","company_paid_thru":"2027-01-31","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":"2023-12-01","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"dannaruelland@hotmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","date_of_renewal_identification":"","old_do_id":"L25P01879","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38694","email":"kkostic@hotmail.com","first_name":"Ksenija","last_name":"Kostic","phone":"5198964677","orgname":"Arctic Wolf Network Canada Inc.","customer_acct_name":"Arctic Wolf Network Canada Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Ksenija Kostic, PCP","language":"English","canceldate":"2024-10-31","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"CORP","new_member_date_2":"2017-12-19","pds_april":"2","cert_status":"ACTIVE","phone_2":"4168029315","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"105504","organization_id":"305150","intcode":"99","blocnote":"June 23 2025 vm\r\nSept 8 2025 She is now a member with the company.","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T15:51:00-04:00","pipeline_2_members_only_ast":"","pds_july":"2","old_int_code":"13","temp_do_id_for_auto_old_do_id":"LB2505909","temp_intcode_for_auto_old_int_code":"99","pds_august":"2","date_of_renewal_identification":"2026-05-28","old_do_id":"L25O02141","pds_september":"2","last_infoline_date_type":"2026-04-30","last_act_type":"2026-04-30","company_paid_thru":"2026-08-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2006-12-20","number_of_passed_courses":"1","pds_october":"2","paid_thru":"2026-08-31","trc":"True","wera":"False","pds_november":"2","do_id":"LB2505909","npi_email_temp":"kkostic@hotmail.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40450","email":"tina.wing.ma@gmail.com","first_name":"Tina","last_name":"Ma","phone":"4164981747","orgname":"Yamaha Motor\/Finance Canada","customer_acct_name":"Yamaha Motor\/Finance Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"174916","full_name":"Tina Ma","members_type":"CORP","do_id":"L25O00872","lead_status":"Lapsed Member","coidnewmbrdate":"2017-04-03","city_1":"Markham","province":"ON","language":"English","time_zone":"2","area_code":"416","extension_phone_1":"2244","phone_2":"4168286960","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T11:22:00-04:00","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00872","temp_intcode_for_auto_old_int_code":"6","cert_status":"WITHDRAWN","organization_id":"251700","cpa_certification":"CPM","pds_august":"12","pds_september":"12","last_infoline_date_type":"2024-06-14","last_act_type":"2025-07-31","blocnote":"LN \/ 06 October 2025 VM","pcl_status":"P","pcl_completion_date":"2010-12-20","pf1_status":"P","pf1_completion_date":"2011-08-11","pf2_status":"P","pf2_completion_date":"2011-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-04-05","number_of_passed_courses":"4","pds_october":"12","trc":"False","wera":"False","pds_november":"12","npi_email_temp":"tina.wing.ma@gmail.com","pcl_completion_date_5":"2015-12-20","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37327","email":"parultrehan2k5@gmail.com","first_name":"Parul","last_name":"Ahuja","phone":"","orgname":"Rajiv Madan CPA Professional Corp.","customer_acct_name":"Rajiv Madan CPA Professional Corp.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Parul Ahuja, Accounting Assistant","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"365","members_type":"CAND","do_id":"L25C01146","new_member_date_2":"2021-01-06","phone_2":"3657736744","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"288559","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01146","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-12-14","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":"parultrehan2k5@gmail.com","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"40649","email":"bata.azeem@gmail.com","first_name":"Azeem","last_name":"Malik","phone":"6479160387","orgname":"Town of Whitby","customer_acct_name":"Town of Whitby","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"individual_id":"287124","full_name":"Azeem Malik","members_type":"PRO","do_id":"L25P01654","lead_status":"Lapsed Member","new_member_date_2":"2020-03-31","city_1":"Ajax","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6479160387","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-05-02","intcode":"06","blocnote":"July 8 2025 vm\r\nSept 15 2025 vm\n2026 May 13 - Reached voicemail; no live contact\n2026 May 13 - Reached voicemail; no message left\n2026 May 15 - reached voicemail for Azeem; no message left\n2026 May 15 - Reached voicemail, no message left\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:09-04:00","cpa_certification":"PCP","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25P01654","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-07-31","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":"2022-04-01","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"bata.azeem@gmail.com","pcl_completion_date_5":"2025-06-21","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","thewithdrawaldate":"2025-05-02","aitm_status_called":"2026-05-21T09:52:07-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached the voicemail of the contact and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No response; voicemail reached.","initialvalue":"Other","othermemberbenefit":"No response","prootherreasonsnottorenew":"No response","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_defbaeef202617249cd07fa89d3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_defbaeef202617249cd07fa89d3","concernquestion":"No concerns raised; voicemail reached and no questions were asked.","number_of_total_call_attempts":"7"}},"seriesid":"163"}
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{"contact":{"id":"45830","email":"jjohnson@burchells.ca","first_name":"Jenny","last_name":"Johnson","phone":"9024236361","orgname":"Burchells LLP","customer_acct_name":"Burchells LLP","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"201075","full_name":"Jenny Johnson","members_type":"CORP","paid_thru":"2023-08-31","organization_id":"62112","trc":"False","wera":"False","province":"NS","last_act_type":"2023-10-23","language":"English","corp_cancel_date":"2023-11-02","do_id":"L25O2874","number_of_passed_courses":"0","time_zone":"1","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2874","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"jjohnson@burchells.ca","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40474","email":"catherinejhatt@gmail.com","first_name":"Catherine","last_name":"Hatt","phone":"9024708085","orgname":"IWK Foundation","customer_acct_name":"IWK Foundation","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"339811","full_name":"Catherine Hatt","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2024-07-15","coidnewmbrdate":"2018-05-15","city_1":"Dartmouth","province":"NS","language":"English","time_zone":"1","area_code":"902","phone_2":"9022094302","pipeline_1_lapsed_members":"","organization_id":"263508","canceldate":"2025-05-06","pipeline_2_members_only_ast":"","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2504657","old_do_id":"LB2504657","last_infoline_date_type":"2026-07-01","last_act_type":"2026-07-01","company_paid_thru":"2027-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-11-01","pf1_status":"P","pf1_completion_date":"2025-04-21","pf2_status":"P","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-09-04","number_of_passed_courses":"4","trc":"True","wera":"True","pf2_completion_date":"2025-12-13","cert_status":"PENDING","npi_email_temp":"catherinejhatt@gmail.com","pcl_completion_date_5":"2029-11-01","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","cpa_certification":"PCP","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39718","email":"karli.fleury@gmail.com","first_name":"Karli","last_name":"Fleury","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Karli Fleury","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P00886","new_member_date_2":"2022-09-30","cert_status":"WITHDRAWN","phone_2":"4037631228","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"223445","intcode":"06","blocnote":"June 30 2025 vm\n2026 May 14 - Reached voicemail; no human contact.\n2026 May 19 call reached voicemail\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:02-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25P00886","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-04-03","pcl_status":"P","pcl_completion_date":"2014-06-19","pf1_status":"P","pf1_completion_date":"2014-09-25","pf2_status":"P","pf2_completion_date":"2015-04-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-02-10","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"karli.fleury@gmail.com","pcl_completion_date_5":"2019-06-19","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","thewithdrawaldate":"2024-12-04","aitm_status_called":"2026-05-21T12:52:05-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went to voicemail immediately.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; no response.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact not reached; reason unknown.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3487b094fef3c38f9efba8a0757","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3487b094fef3c38f9efba8a0757","number_of_total_call_attempts":"7"}},"seriesid":"163"}
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{"contact":{"id":"45968","email":"payroll@gtaaccounting.ca","first_name":"Muhammad","last_name":"Anwer","phone":"4169003826","orgname":"GTA Accounting Professional Corp.","customer_acct_name":"GTA Accounting Professional Corp.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"327932","full_name":"Muhammad Adnan Anwer","members_type":"CORP","paid_thru":"2024-07-31","organization_id":"327931","trc":"False","wera":"False","province":"ON","last_act_type":"2024-09-26","language":"English","corp_cancel_date":"2024-10-02","do_id":"L25O3883","number_of_passed_courses":"0","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":"L25O3883","npi_email_temp":"payroll@gtaaccounting.ca","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","company_paid_thru":"2024-07-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38542","email":"bhav.acharya.ba@gmail.com","first_name":"Bhavin","last_name":"Acharya","phone":"5872846201","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Bhavin Acharya","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C04289","new_member_date_2":"2023-09-26","phone_2":"5872846201","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329791","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04289","last_act_type":"2023-09-25","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's not in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:56:00-05:00","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":"he got another job not 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":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"no time","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":"bhav.acharya.ba@gmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"44398","email":"pssharma593@gmail.com","first_name":"Priya","last_name":"Sharma","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342358","full_name":"Priya Sharma","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-17","paid_thru":"2025-08-31","phone_2":"4163052142","pcl_status":"F","pcl_completion_date":"2025-01-07","province":"ON","last_act_type":"2025-04-16","language":"English","do_id":"L25C8194","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8194","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"pssharma593@gmail.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"38754","email":"mayzhangaaa@yahoo.ca","first_name":"Yumei","last_name":"Zhang","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yumei Zhang","language":"English","canceldate":"2024-01-05","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C03071","new_member_date_2":"2022-11-08","phone_2":"6478676135","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"318286","paid_thru":"2023-10-31","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C03071","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-08-11","pcl_status":"P","pcl_completion_date":"2023-02-23","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"mayzhangaaa@yahoo.ca","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"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","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"37132","email":"ktmjose@gmail.com","first_name":"Jose","last_name":"Prieto","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Jose Nolasco Prieto","language":"English","canceldate":"2023-12-02","time_zone":"5","area_code":"250","members_type":"AST","do_id":"L25A01548","new_member_date_2":"2021-10-06","phone_2":"2508913436","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"306048","intcode":"06","blocnote":"June 13 2025 vm\n2026 May 08 voicemail reached, message left\n2026 May 11 voicemail reached, message requested to be left\n2026 May 13 call attempted but no answer.\n2026 May 15 voicemail reached, message left\n2026 May 19 left voicemail message\n2026 May 21 call reached voicemail, message left\n2026 May 25 voicemail reached, no message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T18:07:10-04:00","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A01548","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-02-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ktmjose@gmail.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-25T19:25:21-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"14","npi_transcriptsummary":"The agent reached the contact but the call went to voicemail. The contact requested a message be left and said they would call back.","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","session_id":"call_11e7f8afe10250344e8bd64deb2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_11e7f8afe10250344e8bd64deb2","mini_nps":"3","onesentencenotrenewed":"No response from contact to discuss renewal.","initialvalue":"Other","age_range":"Preferred not to say","old_int_code":"05","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37242","email":"lydiajin19730321@gmail.com","first_name":"Li","last_name":"Jin","phone":"7786803599","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Li Jin","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01138","new_member_date_2":"2020-05-05","cert_status":"PENDING","phone_2":"7786803599","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"288247","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C01138","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-01-03","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":"2020-07-11","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"lydiajin19730321@gmail.com","pcl_completion_date_5":"2025-07-19","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"41174","email":"buddie72@outlook.com","first_name":"Muriel","last_name":"Martin","phone":"6049872622","orgname":"TMF Canada Inc.","customer_acct_name":"TMF Canada Inc.","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"169375","full_name":"Muriel Martin, PLP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2010-05-28","coidnewmbrdate":"1986-06-01","city_1":"Prince Rupert","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"7782400280","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T14:58:00-05:00","temp_do_id_for_auto_old_do_id":"LB2504581","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2027-04-30","organization_id":"6914","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2010-09-07","pf1_status":"P","pf1_completion_date":"2011-01-07","pf2_status":"P","pf2_completion_date":"2011-05-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-06-08","cpa_certification":"CPM","last_act_type":"2026-04-05","last_infoline_date_type":"2026-04-29","last_conf_date_type":"2013-06-18","company_paid_thru":"2026-06-30","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","old_int_code":"06","trc":"False","wera":"False","pds_november":"5","old_do_id":"L25P01872","npi_email_temp":"buddie72@outlook.com","pcl_completion_date_5":"2015-09-07","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","company_status":"A"}},"seriesid":"163"}
{"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","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":"2025-12-24","language":"English","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","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"39826","email":"avfry92@gmail.com","first_name":"Alexandra","last_name":"Fry","phone":"5198883900","orgname":"Sun Life Assurance Company of Canada","customer_acct_name":"Sun Life Assurance Company of Canada","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Alexandra Fry, PCP,CHRP","language":"English","canceldate":"2025-01-31","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"CORP","new_member_date_2":"2023-09-14","cert_status":"ACTIVE","phone_2":"5199989502","province":"NB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"300917","organization_id":"5210","intcode":"99","blocnote":"July 2 2025 vm\r\nSept 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T15:21:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2504427","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2504427","old_int_code":"6","last_act_type":"2026-12-01","company_paid_thru":"2027-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"P","pf1_completion_date":"2022-09-25","pf2_status":"P","pf2_completion_date":"2023-07-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-11-23","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"avfry92@gmail.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42811","email":"natalia.moskovski@gmail.com","first_name":"Natalia","last_name":"Moskovski","phone":"4164347851","orgname":"Tax By CPA","customer_acct_name":"Tax By CPA","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"230859","full_name":"Natalia Moskovski","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P02115","new_member_date_2":"2018-05-31","city_1":"Maple","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4168909252","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":"L25P02115","cert_status":"WITHDRAWN","cpa_certification":"PCP","pds_august":"2","intcode":"03","blocnote":"LN \/ 30 September 2025 They do not accept any phone calls\n2026-05-19 dial busy, phone:  +14164347851\n2026 May 19 call reached voicemail\n2026-05-21 dial busy, phone:  +14164347851\n2026 May 21 call initiated but disconnected early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:07-04:00","temp_intcode_for_auto_old_int_code":"03","pds_september":"2","last_act_type":"2025-10-31","pcl_status":"P","pcl_completion_date":"2015-04-16","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":"2016-01-20","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"natalia.moskovski@gmail.com","pcl_completion_date_5":"2020-04-16","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","thewithdrawaldate":"2025-08-02","aitm_status_called":"2026-05-21T10:02:10-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"07","retell_call_status":"ended","session_id":"call_84cfd4f21b39fca67fe9fda213a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_84cfd4f21b39fca67fe9fda213a","npi_transcriptsummary":"The agent initiated the call and asked to speak with Natalia, but the call was disconnected shortly after without further conversation.","aitm_callsummarytitle":"Call initiated but disconnected early","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"38672","email":"julie2aube@gmail.com","first_name":"Julie","last_name":"Aub\u00e9","phone":"5148135936","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Julie Aub\u00e9","language":"French","canceldate":"2025-02-04","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C04518","new_member_date_2":"2023-12-14","phone_2":"5148135936","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"332408","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C04518","last_act_type":"2023-12-14","pcl_status":"F","pcl_completion_date":"2024-03-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"lnc\r\n11 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:13:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"julie2aube@gmail.com","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"37232","email":"mgmendis@yahoo.com","first_name":"Manoj","last_name":"Mendis","phone":"4168905112","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Manoj Mendis","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2023-03-22","phone_2":"4168905112","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322932","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03429","last_act_type":"2023-03-20","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 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:18:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","old_int_code":"16","npi_email_temp":"mgmendis@yahoo.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03429","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"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, TMAI, recall pro","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\n2026 May 19 call reached voicemail, no human interaction\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no human interaction\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:07-04:00","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25P01987","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-02-10","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","latest_paid_thru":"2025-04-30","thewithdrawaldate":"2025-07-04","aitm_status_called":"2026-05-21T10:02:08-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went to voicemail immediately.","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","session_id":"call_7e196b79fd20f846d43304716b9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7e196b79fd20f846d43304716b9","number_of_total_call_attempts":"7"}},"seriesid":"163"}
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{"contact":{"id":"40585","email":"sherismith1974@yahoo.ca","first_name":"Sheri","last_name":"Smith","phone":"4035275516","orgname":"Prairie Rose School Div No.8","customer_acct_name":"Prairie Rose School Div No.8","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"311268","full_name":"Sheri Smith","members_type":"PRO","do_id":"L25P01623","lead_status":"Lapsed Member","new_member_date_2":"2022-03-18","city_1":"Medicine Hat","province":"AB","language":"English","time_zone":"4","area_code":"403","extension_phone_1":"2315","phone_2":"4038667052","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-05-02","blocnote":"She changed her career path and no longer works in payroll, which is why she canceled the membership.\n2026 May 14 - Contact Sheri Smith (Finance) answered; Initial-value: Career; Satisfaction: prefer not to answer; Age: 46-60; Not renewing \u2014 no longer working in payroll.","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T15:24:35-04:00","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":"change career","hardtoparticipateevents":"No","mini_nps":"9","age_range":"46-60","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","cpa_certification":"PCP","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25P01623","temp_intcode_for_auto_old_int_code":"1","last_infoline_date_type":"2025-02-27","last_act_type":"2025-07-31","pcl_status":"P","pcl_completion_date":"2022-08-04","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":"2022-09-22","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sherismith1974@yahoo.ca","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","thewithdrawaldate":"2025-05-02","aitm_status_called":"2026-05-14T15:24:35-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent reached Sheri Smith in finance and conducted a membership lapse survey. Sheri selected 'Advancing your payroll career' as initial value, declined to renew, rated satisfaction as 'prefer not to answer', gave age range 46-60 and said she is no longer working in payroll.","aitm_callsummarytitle":"Lapsed membership \u2014 Declined renewal (Not in payroll)","notrenewedwanttorenew":"No","onesentencenotrenewed":"No longer working in payroll.","initialvalue":"Career","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7fc8e9b4fb7b5491c65d8ba0e05","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7fc8e9b4fb7b5491c65d8ba0e05","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"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","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
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{"contact":{"id":"44450","email":"doughertyhart@gmail.com","first_name":"Hart","last_name":"Dougehrty","phone":"9052814358","orgname":"Mother Parkers Tea & Coffee Inc.","customer_acct_name":"Mother Parkers Tea & Coffee Inc.","tags":"AI Contacts sent to TM 2026, 251112 New AST, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"356743","full_name":"Hart Dougehrty","members_type":"AST","new_member_date_2":"2025-11-10","paid_thru":"2026-10-31","phone_2":"6479986495","province":"ON","last_act_type":"2026-04-15","language":"English","last_infoline_date_type":"2026-04-15","do_id":"AST2477","number_of_passed_courses":"0","time_zone":"2","temp_do_id_for_auto_old_do_id":"AST2477","lead_status":"Member","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","trc":"False","wera":"False","blocnote":"May 14 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T09:45:00-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","telemarketing_call_date":"2026-05-14","npi_email_temp":"doughertyhart@gmail.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
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{"contact":{"id":"39337","email":"joandelovieres@yahoo.com.ph","first_name":"Joan","last_name":"Delovieres-Mejia","phone":"7802454110","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Joan Delovieres-Mejia","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C04089","new_member_date_2":"2023-08-30","phone_2":"7802454110","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328218","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04089","last_act_type":"2023-08-30","pcl_status":"P","pcl_completion_date":"2023-11-27","pf1_status":"P","pf1_completion_date":"2024-02-05","pf2_status":"P","pf2_completion_date":"2024-03-19","number_of_passed_courses":"3","blocnote":"Nov 7 2025 completed with renewal ( she is willing to renew and she said she finished all her courses and she wants to get her certification )\r\nLNC \/ 16 December 2025 VM\r\nLN \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T15:12:00-05:00","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","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":"10","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","old_int_code":"02","npi_email_temp":"joandelovieres@yahoo.com.ph","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"39836","email":"shelkasj66@gmail.com","first_name":"Shelka","last_name":"Jerkovic","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Shelka Jerkovic","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"PRO","do_id":"L25P00642","new_member_date_2":"2009-04-27","pds_april":"18","cert_status":"WITHDRAWN","phone_2":"6474447435","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"144154","intcode":"06","blocnote":"July 2 2026 vm\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:07-04:00","pds_july":"18","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25P00642","temp_intcode_for_auto_old_int_code":"6","pds_august":"18","pds_september":"18","last_infoline_date_type":"2018-03-28","last_act_type":"2024-07-31","pcl_status":"P","pcl_completion_date":"2011-12-06","pf1_status":"P","pf1_completion_date":"2012-05-01","pf2_status":"P","pf2_completion_date":"2012-08-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-01-17","number_of_passed_courses":"4","pds_october":"18","trc":"False","wera":"False","pds_november":"18","npi_email_temp":"shelkasj66@gmail.com","pcl_completion_date_5":"2016-12-06","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","thewithdrawaldate":"2024-05-02","aitm_status_called":"2026-05-25T13:32:07-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_dcc722bffb89bb7150ca8ff62d7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_dcc722bffb89bb7150ca8ff62d7"}},"seriesid":"163"}
{"contact":{"id":"42845","email":"owen.macdonald@nwood.ns.ca","first_name":"Owen","last_name":"MacDonald","phone":"9024543330","orgname":"Northwoodcare Inc.","customer_acct_name":"Northwoodcare Inc.","tags":"WR250813, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Owen MacDonald","members_type":"CORP","coidnewmbrdate":"1990-01-09","city_1":"Halifax","province":"NS","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"353421","organization_id":"7893","language":"English","last_act_type":"2025-09-16","company_paid_thru":"2026-09-30","pcl_status":"F","number_of_passed_courses":"0","paid_thru":"2026-09-30","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2506758","temp_do_id_for_auto_old_do_id":"LB2506758","pcl_completion_date":"2026-01-06","npi_email_temp":"owen.macdonald@nwood.ns.ca","pcl_completion_date_5":"2031-01-06","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44491","email":"ccrippin@trecc.ab.ca","first_name":"Cheihla","last_name":"Crippin","phone":"2506503070","orgname":"TRECC Electric","customer_acct_name":"TRECC Electric","tags":"251202 New AST, 2512 Active AST approached","ip4":"10.13.145.149","fields":{"individual_id":"357285","full_name":"Cheihla Crippin","members_type":"AST","new_member_date_2":"2025-12-01","paid_thru":"2026-10-31","trc":"False","wera":"False","province":"BC","language":"English","do_id":"AST2533","time_zone":"5","number_of_passed_courses":"0","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2533","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member to be called","sendwelcomeapplicationform":"2025-12-04T12:31:00-05:00","regular_email_change_date":"2025-12-04T12:31:48-05:00","blocnote":"Dec 4 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T12:33:00-05:00","onesentencenotrenewed":"","intcode":"25","source_of_membership":"Recom","job_title":"Controller","payroll_experience_in_years":"10+","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":"","age_range":"46-60","temp_intcode_for_auto_old_int_code":"25","telemarketing_call_date":"2025-12-04","npi_email_temp":"ccrippin@trecc.ab.ca","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","last_act_type":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"39799","email":"nodrog0224@gmail.com","first_name":"Kim","last_name":"Hill","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Kim Hill","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","new_member_date_2":"2015-10-21","pds_april":"5","cert_status":"WITHDRAWN","phone_2":"4033503295","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"225181","intcode":"01","blocnote":"June 30 2025 vm\n2026 May 14 - Contact (Kim) answered, initial value: Designation, satisfaction 5, Age 46-60, declined renewal - changed careers","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T15:03:59-04:00","pds_july":"5","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25P00896","temp_intcode_for_auto_old_int_code":"01","pds_august":"5","pds_september":"5","last_infoline_date_type":"2023-10-02","last_act_type":"2025-04-03","pcl_status":"P","pcl_completion_date":"2016-05-02","pf1_status":"P","pf1_completion_date":"2017-04-16","pf2_status":"P","pf2_completion_date":"2018-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-07-13","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"5","npi_email_temp":"nodrog0224@gmail.com","pcl_completion_date_5":"2021-05-02","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","thewithdrawaldate":"2024-12-04","aitm_status_called":"2026-05-14T16:26:46-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent reached Kim to discuss lapsed NPI Professional membership; Kim answered questions about motivations (designation), satisfaction (5), age range (46-60) and declined to renew, stating she changed careers. Call ended after confirmation of refusal.","aitm_callsummarytitle":"Contact declined renewal \u2014 changed careers","notrenewedwanttorenew":"No","mini_nps":"5","onesentencenotrenewed":"I've changed careers.","initialvalue":"Designation","age_range":"46-60","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_do_id":"L25P00896","session_id":"call_382fb01bc61a1d92494a3da1cad","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_382fb01bc61a1d92494a3da1cad","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"39328","email":"mjordanova@rogers.com","first_name":"Marija","last_name":"Jordanova","phone":"9054572880","orgname":"HSS Enterprises Ltd.","customer_acct_name":"HSS Enterprises Ltd.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Marija Jordanova, PCP","language":"English","canceldate":"2023-08-03","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2022-08-16","cert_status":"ACTIVE","phone_2":"9054039377","province":"ON","zerobounce_reason":"catch-all","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"218534","organization_id":"56943","intcode":"99","blocnote":"June 25 2025 vm\r\nLN \/ 02 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T10:51:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-06-30","temp_do_id_for_auto_old_do_id":"LB2506484","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2026-05-28","last_infoline_date_type":"2022-09-19","last_act_type":"2026-12-01","company_paid_thru":"2027-06-30","pcl_status":"P","pcl_completion_date":"2013-12-17","pf1_status":"P","pf1_completion_date":"2014-04-23","pf2_status":"P","pf2_completion_date":"2018-04-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-10-24","number_of_passed_courses":"4","old_int_code":"6","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506484","old_do_id":"L25P00848","npi_email_temp":"mjordanova@rogers.com","pcl_completion_date_5":"2018-12-17","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44529","email":"kaylayoung944@gmail.com","first_name":"Kayla","last_name":"Young","phone":"6137701806","orgname":"Homebase Housing","customer_acct_name":"Homebase Housing","tags":"251202 New Lapsed, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"282681","full_name":"Kayla Young, PCP","members_type":"PRO","canceldate":"2025-12-02","new_member_date_2":"2021-10-12","paid_thru":"2025-09-30","phone_2":"6137701806","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2020-03-01","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2021-04-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-06-03","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-02-03","language":"English","last_infoline_date_type":"2024-02-19","do_id":"L25P2713","lead_status":"Lapsed Member","time_zone":"2","number_of_passed_courses":"4","temp_do_id_for_auto_old_do_id":"L25P2713","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LN \/ 08 December 2025 VM\n2026 May 15 reached voicemail for Kayla Young\n2026 May 15 reached voicemail\n2026 May 19 call reached voicemail\n2026 May 19 call reached voicemail for Kayla Young\n2026 May 21 call reached voicemail\n2026 May 21 reached voicemail, no human answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"kaylayoung944@gmail.com","pcl_completion_date_5":"2025-03-01","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30","thewithdrawaldate":"2025-12-02","aitm_status_called":"2026-05-21T09:52:07-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached Kayla Young's voicemail and was not answered by a human. No conversation took place.","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","session_id":"call_176c13b5c31f28c2e2d51903305","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_176c13b5c31f28c2e2d51903305","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"41912","email":"ccberukoff@shaw.ca","first_name":"Cari","last_name":"Berukoff","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"279078","full_name":"Cari Berukoff","lead_status":"Refused","members_type":"CAND","new_member_date_2":"2022-10-03","city_1":"Sicamous","province":"BC","language":"English","time_zone":"5","area_code":"250","phone_2":"2508364449","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2504676","last_act_type":"2026-03-17","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","date_of_renewal_identification":"","old_do_id":"L25C05363","pcl_status":"P","pcl_completion_date":"2023-02-16","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2504676","pf1_status":"P","npi_email_temp":"ccberukoff@shaw.ca","pcl_completion_date_5":"2028-02-16","pf1_completion_date":"2026-04-22","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"37116","email":"carlosdany92@yahoo.com","first_name":"Carlos","last_name":"Leiva","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Carlos Arteaga Leiva","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C00875","new_member_date_2":"2019-01-24","phone_2":"5197774188","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"271224","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C00875","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-15","pcl_status":"P","pcl_completion_date":"2019-05-06","pf1_status":"P","pf1_completion_date":"2019-08-19","pf2_status":"P","pf2_completion_date":"2020-01-12","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"carlosdany92@yahoo.com","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
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{"contact":{"id":"41831","email":"jinkynuguid@gmail.com","first_name":"Jinky","last_name":"Nuguid","phone":"2045120494","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":"337930","full_name":"Jinky May Nuguid","lead_status":"Lapsed Member","do_id":"L25C05301","members_type":"CAND","new_member_date_2":"2024-05-21","city_1":"Virden","province":"MB","language":"English","time_zone":"3","area_code":"204","phone_2":"2045120494","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":"L25C05301","last_act_type":"2024-05-20","pcl_status":"F","pcl_completion_date":"2024-09-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 02 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T15:41:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jinkynuguid@gmail.com","pcl_completion_date_5":"2029-09-03","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"40466","email":"kristine.griba@outlook.com","first_name":"Kristine","last_name":"Griba","phone":"7097653585","orgname":"Brian T. Scammell Professional Corporation","customer_acct_name":"Brian T. Scammell Professional Corporation","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"322672","full_name":"Kristine Griba","members_type":"CAND","lead_status":"Renewed lapsed","new_member_date_2":"2025-09-23","city_1":"St. John's","province":"NL","language":"English","time_zone":"1","area_code":"709","phone_2":"7097653585","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2505940","date_of_renewal_identification":"2025-10-08","last_act_type":"2025-09-23","pcl_status":"P","pcl_completion_date":"2023-07-18","pf1_status":"F","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","old_do_id":"L25C04617","npi_email_temp":"kristine.griba@outlook.com","pf1_completion_date":"2026-02-20","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"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":"","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":"2026-01-28","last_act_type":"2026-05-02","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","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","latest_paid_thru":"2026-12-31","company_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"42925","email":"info@mbourgeoisbookkeeping.ca","first_name":"Melanie","last_name":"Bourgeois","phone":"9022245454","orgname":"M. Bourgeois Bookkeeping Services Ltd","customer_acct_name":"M. Bourgeois Bookkeeping Services Ltd","tags":"250903 Update AST from Mem Portal, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"343013","full_name":"Melanie Bourgeois","members_type":"AST","lead_status":"Lapsed Member","new_member_date_2":"2024-10-03","city_1":"Grand Etang","province":"NS","language":"English","time_zone":"1","area_code":"902","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25A02721","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2025-09-30","blocnote":"Nov 17 2025 vm  Nov 25 2025 vm\n2026 Feb 26 voicemail reached, no contact made\n2026 Mar 04 reached voicemail, no conversation\n2026 Mar 06 call reached voicemail, no conversation\n2026 Mar 09 call reached voicemail, no conversation\n2026 Mar 11 voicemail reached, no conversation\n2026 Mar 13 voicemail reached, no conversation\n2026 Mar 16 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T14:06:48-04:00","intcode":"06","temp_do_id_for_auto_old_do_id":"L25A02721","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-03-10","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":"AST2103","npi_email_temp":"info@mbourgeoisbookkeeping.ca","aitm_status_called":"2026-03-16T14:06:48-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was very brief and ended up reaching voicemail without any meaningful conversation or task completion.","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":"7","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"41853","email":"dana_cristea@hotmail.com","first_name":"Daniela","last_name":"Smith","phone":"7802670954","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"171568","full_name":"Daniela Smith","lead_status":"Lapsed Member","do_id":"L25P02009","members_type":"PRO","new_member_date_2":"2024-05-23","city_1":"Edmonton","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7802670954","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cpa_certification":"CPM","cert_status":"WITHDRAWN","paid_thru":"2025-04-30","intcode":"06","blocnote":"Aug 27 2025 vm\n2026 May 12 call reached voicemail, no human interaction\n2026 May 12 call reached voicemail, no human interaction\n2026 May 14 - Reached voicemail; no human answer.\n2026 May 14 - reached voicemail; no message left\n2026 May 19 call reached voicemail\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no human interaction\n2026 May 21 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:12-04:00","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25P02009","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-11-17","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2010-11-01","pf1_status":"P","pf1_completion_date":"2011-02-24","pf2_status":"P","pf2_completion_date":"2011-06-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-01-21","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"dana_cristea@hotmail.com","pcl_completion_date_5":"2015-11-01","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","thewithdrawaldate":"2025-07-04","aitm_status_called":"2026-05-21T11:57:04-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered by a human and went directly 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","session_id":"call_4c152344a035cb1c90c344e665a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4c152344a035cb1c90c344e665a","mini_nps":"3","onesentencenotrenewed":"Reached voicemail, no response.","initialvalue":"Other","othermemberbenefit":"Voicemail only","prootherreasonsnottorenew":"Voicemail reached, no reason provided.","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"38552","email":"semeniryna2016@gmail.com","first_name":"Iryna","last_name":"Semeniuk","phone":"5146270573","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Iryna Semeniuk, Iryna Semeniuk","language":"French","canceldate":"2024-11-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C03584","new_member_date_2":"2023-09-12","phone_2":"5146270573","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"324315","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C03584","last_act_type":"2026-01-24","pcl_status":"P","pcl_completion_date":"2023-12-20","pf1_status":"P","pf1_completion_date":"2024-05-01","number_of_passed_courses":"2","intcode":"01","blocnote":"lnc . 5 nov 2025 demande a \u00eatre rappeler vendredi 9 hrs am\r\ncompleter 11 nov 2025","dhmsfin_telemarketing_last_contacted_date":"2025-11-11T11:19:00-05:00","onesentencenotrenewed":"","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":"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":"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":"Yes","npivaluenotdeliveredspecify":"d\u00e9cision personnelle","careerchange":"Yes","careerchangespecify":"d\u00e9cision personelle","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"9","age_range":"31 to 45 years","selfpayrollproficiency":"Native","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","last_engaged_date":"2025-11-12","trc":"True","wera":"False","npi_email_temp":"semeniryna2016@gmail.com","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"36985","email":"shawna.batten@kdtpc.ca","first_name":"Shawna","last_name":"Batten","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Shawna Batten","language":"English","canceldate":"2025-02-04","time_zone":"4","area_code":"780","members_type":"AST","do_id":"L25A01535","new_member_date_2":"2023-12-04","phone_2":"7808064752","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"286043","intcode":"06","blocnote":"June 13 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail answering service - Mark and Sean\n2026 May 13 call reached voicemail - no human contact\n2026 May 15 voicemail reached, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:44-04:00","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25A01535","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-04-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shawna.batten@kdtpc.ca","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:22:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Shawna, but it was answered by Mark and Shawna's voicemail. No conversation took place.","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","session_id":"call_28d7a2409c11022c560cd981178","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_28d7a2409c11022c560cd981178","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"37128","email":"jocebeno@icloud.com","first_name":"Jocelyne","last_name":"Benoit","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jocelyne Benoit","language":"French","canceldate":"2024-11-02","time_zone":"2","area_code":"819","members_type":"CAND","do_id":"L25C02927","new_member_date_2":"2022-09-08","phone_2":"8194713192","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316496","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":"L25C02927","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-11-16","last_act_type":"2026-08-04","pcl_status":"F","pcl_completion_date":"2022-12-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jocebeno@icloud.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"37258","email":"info.77.consulting@gmail.com","first_name":"Ya","last_name":"Lu","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ya Juan Lu","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02939","new_member_date_2":"2022-09-13","cert_status":"PENDING","phone_2":"7788991208","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316550","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":"L25C02939","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-09","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-02-06","pf2_status":"P","pf2_completion_date":"2023-02-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-06-07","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"info.77.consulting@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"41840","email":"henry.tshinkenke@gmail.com","first_name":"Henry-Kalambay","last_name":"Tshinkenke","phone":"6049157288","orgname":"PrimaCorp Ventures","customer_acct_name":"PrimaCorp Ventures","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"207487","full_name":"Henry-Kalambay Tshinkenke","lead_status":"Lapsed Member","do_id":"L25P02002","members_type":"PRO","city_1":"New Westminster","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"7789685972","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"02","blocnote":"Aug 27 2025 vm\n2026 May 12 - Reached automated campus support menu; agent pressed 0 for reception and then ended call; no human spoken.\n2026 May 12 - Contact answered, confirmed initial value Help with Complex, satisfaction 5, age 46-60, updated email henry.tshinkenke@gmail.com; renewal email sent.","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T16:49:04-04:00","temp_do_id_for_auto_old_do_id":"L25P02002","temp_intcode_for_auto_old_int_code":"02","canceldate":"2025-07-04","new_member_date_2":"2020-01-31","paid_thru":"2025-04-30","cert_status":"WITHDRAWN_CPE","cpa_certification":"SCP","last_infoline_date_type":"2025-03-31","last_act_type":"2025-04-24","pcl_status":"F","pcl_completion_date":"2019-11-21","pf1_status":"F","pf1_completion_date":"2019-11-21","pf2_status":"P","pf2_completion_date":"2020-04-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-04-29","number_of_passed_courses":"2","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"henry.tshinkenke@gmail.com","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","thewithdrawaldate":"2025-07-04","aitm_status_called":"2026-05-12T17:06:45-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent spoke with Henry-Kalambay to ask survey questions about his lapsed NPI Professional membership, confirmed initial reason (help with complex payroll), satisfaction (5), age range (46-60), updated and confirmed his email, and sent the renewal\/application email; Henry said he might renew next week.","aitm_callsummarytitle":"Lapsed membership survey and renewal email sent","notrenewedwanttorenew":"Yes","mini_nps":"5","onesentencenotrenewed":"Not today, maybe next week.","initialvalue":"Help with Complex","age_range":"46-60","old_int_code":"05","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Forgot\/not aware and then 3 questions","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_e3afdd18372b309bf5eeab08b52","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e3afdd18372b309bf5eeab08b52","sendapplicationform":"2026-05-12T17:10:00-04:00","npi_email_2":"henry.tshinkenke@campus-support.ca","regular_email_change_date":"2026-05-12T17:10:35-04:00","thewithdrawaldate_3_years":"2028-07-04","last_engaged_date":"2026-05-12","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"45992","email":"no-email301@ler.com","first_name":"Payroll","last_name":"Mai","phone":"2504797171","orgname":"St. Margaret's School","customer_acct_name":"St. Margaret's School","tags":"LER_dummy, 251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"164973","full_name":"Payroll Department","members_type":"CORP","paid_thru":"2024-09-30","organization_id":"33944","trc":"False","wera":"False","province":"BC","last_act_type":"2024-02-23","language":"English","corp_cancel_date":"2024-12-04","do_id":"L25O2619","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2619","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email301@ler.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","company_paid_thru":"2024-09-30","blocnote":"May 28 vm","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37829","email":"maureenp@coastal.com","first_name":"Maureen","last_name":"Parolini","phone":"6046691555","orgname":"EssilorLuxottica Canada Inc. - Clearly","customer_acct_name":"EssilorLuxottica Canada Inc. - Clearly","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Maureen Parolini","language":"English","canceldate":"2024-08-02","cpa_certification":"PCP","extension_phone_1":"2134","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P00722","new_member_date_2":"2013-06-14","pds_april":"12","cert_status":"WITHDRAWN","phone_2":"6049292950","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"189157","intcode":"06","blocnote":"June 16 2025 vm\r\nSept 3 2025 vm\n2026 May 25 call went to voicemail, no message left\n2026 May 25 call reached voicemail after initial contact attempt","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:07-04:00","pds_july":"12","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25P00722","temp_intcode_for_auto_old_int_code":"6","pds_august":"12","pds_september":"12","last_infoline_date_type":"2024-09-02","last_conf_date_type":"2022-06-08","last_act_type":"2026-05-14","pcl_status":"P","pcl_completion_date":"2014-05-21","pf1_status":"P","pf1_completion_date":"2014-10-21","pf2_status":"P","pf2_completion_date":"2015-11-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-04-06","number_of_passed_courses":"4","pds_october":"12","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"12","npi_email_temp":"maureenp@coastal.com","pcl_completion_date_5":"2019-05-21","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","thewithdrawaldate":"2024-08-02","aitm_status_called":"2026-05-25T14:27:07-04:00","number_of_call_attempts":"2","aitm_callsummarytitle":"Voicemail reached, no contact","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_950b1b5c97b4b96c60b7aa6c965","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_950b1b5c97b4b96c60b7aa6c965","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach Maureen, but it went to voicemail after the initial contact attempt.","notrenewedwanttorenew":"No"}},"seriesid":"163"}
{"contact":{"id":"42912","email":"courfernandes@gmail.com","first_name":"Courtney","last_name":"Fernandes","phone":"2042182404","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"331534","full_name":"Courtney Fernandes","members_type":"AST","lead_status":"Lapsed Member","new_member_date_2":"2024-10-03","city_1":"Winnipeg","province":"MB","language":"English","time_zone":"3","area_code":"204","phone_2":"2042182404","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25A02722","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2025-09-30","blocnote":"Nov 14 2025 vm  Nov 19 2025 vm\r\nNov 27 2025 vm\n2026 Feb 25 call reached voicemail, no contact made\n2026 Feb 25 call reached uninitialized voicemail, no contact made\n2026 Mar 06 call reached uninitialized voicemail, no contact made\n2026 Mar 06 call started, agent reached Courtney, call disconnected early after first question started\n2026 Mar 09 call reached uninitialized voicemail, no contact made\n2026 Mar 09 call reached voicemail not initialized by customer\n2026 Mar 11 call reached uninitialized voicemail, no contact made\n2026 Mar 13 call reached uninitialized voicemail, no contact made\n2026 Mar 13 call reached voicemail not initialized by customer\n2026 Mar 16 call reached uninitialized voicemail service, no contact made\n2026 Mar 16 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T16:06:48-04:00","intcode":"06","temp_do_id_for_auto_old_do_id":"L25A02722","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-03-10","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":"AST2092","npi_email_temp":"courfernandes@gmail.com","aitm_status_called":"2026-03-16T16:16:50-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was made to Courtney but was not answered and went to voicemail immediately.","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":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"38563","email":"jduncalfe1@gmail.com","first_name":"Jessica","last_name":"Foss","phone":"5193505639","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jessica Foss","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"519","members_type":"CAND","new_member_date_2":"2023-03-03","phone_2":"5193505639","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322299","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03350","last_act_type":"2026-04-15","pcl_status":"P","pcl_completion_date":"2023-07-18","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 17 November 2025 Can't talk - call in 3 days","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T10:20:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"jduncalfe1@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03350","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"contact":{"id":"38500","email":"squiresryan7@gmail.com","first_name":"Ryan","last_name":"Squires","phone":"7093305300","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ryan Squires","language":"English","canceldate":"2024-12-04","time_zone":"1","area_code":"709","members_type":"CAND","do_id":"L25C04284","new_member_date_2":"2023-10-12","phone_2":"7093305300","province":"NL","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329782","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04284","last_act_type":"2023-12-10","pcl_status":"F","pcl_completion_date":"2023-12-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 28 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T08:32:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"squiresryan7@gmail.com","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"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":"260522 Lapsed DEL","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":"2027-06-30","old_int_code":"12","temp_do_id_for_auto_old_do_id":"LB2507447","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2507447","last_act_type":"2026-12-01","company_paid_thru":"2027-06-30","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","npi_email_temp":"tchung917@gmail.com","pcl_completion_date_5":"2021-07-04","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","corp_cancel_date":"2022-09-02","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42907","email":"glennahercules@gmail.com","first_name":"Glenna","last_name":"Hercules","phone":"6479167787","orgname":"","customer_acct_name":"","tags":"npiAlert14, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 251120 changed int_code to 99, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"individual_id":"58437","full_name":"Glenna Hercules","members_type":"AST","lead_status":"Renewed AST","new_member_date_2":"2024-08-21","city_1":"Mississauga","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6479167787","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","do_id":"AST2106","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","canceldate":"2021-07-03","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-09-17","blocnote":"May 13 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T10:06:00-04:00","intcode":"06","temp_do_id_for_auto_old_do_id":"AST2106","temp_intcode_for_auto_old_int_code":"06","cert_status":"WITHDRAWN","cpa_certification":"PCP","pds_august":"16","pds_september":"16","last_infoline_date_type":"2026-01-05","last_act_type":"2026-01-05","telemarketing_call_date":"2026-05-13","number_of_passed_courses":"0","pds_october":"16","old_int_code":"99","trc":"False","wera":"False","pds_november":"16","npi_email_temp":"glennahercules@gmail.com","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"40506","email":"june.fullumcrawford@bell.ca","first_name":"June","last_name":"Fullum-Crawford","phone":"4165216413","orgname":"Outfront Media Canada LP.","customer_acct_name":"Outfront Media Canada LP.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"16365","full_name":"June Fullum-Crawford","members_type":"CORP","do_id":"L25O00899","lead_status":"Lapsed Member","coidnewmbrdate":"1993-06-01","city_1":"Etobicoke","province":"ON","language":"English","time_zone":"2","area_code":"416","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"The company was sold, which is the only reason they didn\u2019t renew. They were otherwise satisfied.","dhmsfin_telemarketing_last_contacted_date":"2025-07-08T15:43:00-04:00","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":"Above 61 years","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"Yes","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2025-06-30","temp_do_id_for_auto_old_do_id":"L25O00899","temp_intcode_for_auto_old_int_code":"1","organization_id":"8934","pds_august":"21","pds_september":"21","last_infoline_date_type":"2024-09-18","last_act_type":"2026-02-03","number_of_passed_courses":"0","pds_october":"21","trc":"False","wera":"False","pds_november":"21","npi_email_temp":"june.fullumcrawford@bell.ca","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","company_paid_thru":"2025-06-30","corp_cancel_date":"2025-05-05","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45889","email":"mvallee@alouettesdemontreal.com","first_name":"Ren\u00e9","last_name":"Masson","phone":"5147872502","orgname":"Compagnie Club de Football des Alouettes de Montr\u00e9al","customer_acct_name":"Compagnie Club de Football des Alouettes de Montr\u00e9al","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"313611","full_name":"Ren\u00e9 Masson","members_type":"CORP","paid_thru":"2023-05-31","organization_id":"313609","trc":"False","wera":"False","province":"QC","last_act_type":"2023-07-25","language":"French","corp_cancel_date":"2023-08-02","do_id":"L25O4138","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4138","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"mvallee@alouettesdemontreal.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","company_paid_thru":"2023-05-31","company_status":"I"}},"seriesid":"163"}
{"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","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","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":"2026-09-03","last_act_type":"2026-09-03","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","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"45993","email":"admin@cachecreek.ca","first_name":"Alysa","last_name":"Lee","phone":"2504576237","orgname":"Village of Cache Creek","customer_acct_name":"Village of Cache Creek","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"330119","full_name":"Alysa Lee","members_type":"CORP","paid_thru":"2024-09-30","organization_id":"330120","trc":"False","wera":"False","province":"BC","last_act_type":"2024-11-28","language":"English","corp_cancel_date":"2024-12-04","do_id":"L25O4417","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":"L25O4417","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"admin@cachecreek.ca","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","company_paid_thru":"2024-09-30","blocnote":"May 25 vm","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"39381","email":"diptiibhatia@gmail.com","first_name":"Diptii","last_name":"Bhatia","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Diptii Bhatia","language":"English","canceldate":"2025-02-04","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C03127","new_member_date_2":"2022-12-02","phone_2":"7786370242","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"319289","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C03127","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-11-30","pcl_status":"P","pcl_completion_date":"2023-07-12","pf1_status":"F","pf1_completion_date":"2023-06-20","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"diptiibhatia@gmail.com","pcl_completion_date_5":"2028-07-12","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"39392","email":"harinderkaur282@gmail.com","first_name":"Harinder","last_name":"Kaur","phone":"7788222945","orgname":"Canada Revenue Agency","customer_acct_name":"Canada Revenue Agency","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Harinder Kaur, PCP","language":"English","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"PRO","new_member_date_2":"2019-07-11","cert_status":"ACTIVE","phone_2":"7788222945","province":"BC","zerobounce_reason":"valid","lead_status":"Renewed lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"268130","sendapplicationform":"2025-06-25T12:58:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T12:59:00-04:00","intcode":"99","blocnote":"June 25 2025 completed ( renewal only)","onesentencenotrenewed":"I just didnt renew it last year because I was not workihng. This year I am going to renew and would like to get the renewal documents by email","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2505341","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-10-08","last_act_type":"2026-12-01","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":"2019-01-11","number_of_passed_courses":"4","old_int_code":"24","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"L25P01235","npi_email_temp":"harinderkaur282@gmail.com","pcl_completion_date_5":"2023-11-04","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30"}},"seriesid":"163"}
{"contact":{"id":"38759","email":"alicedong0205@gmail.com","first_name":"Kexin","last_name":"Dong","phone":"7783195788","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Kexin Dong","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"778","members_type":"CAND","new_member_date_2":"2023-05-05","phone_2":"7783195788","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324539","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03608","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 \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:17:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"alicedong0205@gmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03608"}},"seriesid":"163"}
{"contact":{"id":"44459","email":"no-email264@ler.com","first_name":"Patricia","last_name":"Young","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert9, npiAlert11, LER_dummy, 251112 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"305607","full_name":"Patricia Young","members_type":"PRO","canceldate":"2024-11-02","new_member_date_2":"2021-09-27","paid_thru":"2024-08-31","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2022-01-16","pf1_status":"P","pf1_completion_date":"2022-04-05","pf2_status":"P","pf2_completion_date":"2022-09-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-04-05","cpa_certification":"PCP","last_act_type":"2025-01-31","language":"English","last_conf_date_type":"2023-07-12","do_id":"L25P2674","number_of_passed_courses":"4","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P2674","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"no-email264@ler.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","thewithdrawaldate":"2024-11-02","aitm_status_called":"2026-05-25T12:02:08-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:02:08-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1"}},"seriesid":"163"}
{"contact":{"id":"37062","email":"srimrinalini.kolluri@adp.com","first_name":"Srimrinalini","last_name":"Kolluri","phone":"8775083680","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Srimrinalini Kolluri, PCP","language":"English","canceldate":"2023-12-08","cpa_certification":"PCP","extension_phone_1":"898310","time_zone":"2","area_code":"877","members_type":"CORP","do_id":"","new_member_date_2":"2020-04-27","cert_status":"ACTIVE","phone_2":"6475240876","province":"ON","zerobounce_reason":"catch-all","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"287772","organization_id":"8176","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C01121","last_act_type":"2024-03-29","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2021-03-15","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2021-11-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-20","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"srimrinalini.kolluri@adp.com","pcl_completion_date_5":"2026-03-15","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25C01121","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39775","email":"mmch99@outlook.com","first_name":"Monica","last_name":"Hird","phone":"6045301115","orgname":"Langley Hospice Society","customer_acct_name":"Langley Hospice Society","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Monica Hird, MAL","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P00893","new_member_date_2":"2014-04-04","cert_status":"WITHDRAWN","phone_2":"6048173947","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"224447","intcode":"16","blocnote":"June 30 2025 No longer there\n2026 May 25 call reached Langley Hospital, no Monica available","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:07-04:00","old_int_code":"08","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25P00893","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2024-01-31","last_conf_date_type":"2016-06-15","last_act_type":"2024-02-09","pcl_status":"P","pcl_completion_date":"2014-08-08","pf1_status":"P","pf1_completion_date":"2014-12-22","pf2_status":"P","pf2_completion_date":"2015-06-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-10-16","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mmch99@outlook.com","pcl_completion_date_5":"2019-08-08","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","thewithdrawaldate":"2024-06-04","aitm_status_called":"2026-05-25T14:07:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Langley Hospital and asked to speak with Monica, but the user informed that no one by that name was available. The call ended shortly after with no further action taken.","aitm_callsummarytitle":"No Monica at Langley Hospital","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_85d177739751c6eb3e7b1b6543e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_85d177739751c6eb3e7b1b6543e","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"42954","email":"smaadinee@gmail.com","first_name":"Maadinee","last_name":"Sivakumar","phone":"9054207335","orgname":"Ontario Medical Supply Inc.","customer_acct_name":"Ontario Medical Supply Inc.","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"82816","full_name":"Maadinee Sivakumar, PLP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2020-10-01","city_1":"Markham","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4169925345","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2025-09-24","paid_thru":"2026-08-31","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2507262","cert_status":"ACTIVE","organization_id":"61768","cpa_certification":"CPM","pds_august":"3","pds_september":"3","last_infoline_date_type":"2026-04-30","last_act_type":"2026-04-30","company_paid_thru":"2026-08-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-07-14","number_of_passed_courses":"1","pds_october":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pds_november":"3","do_id":"LB2507262","old_do_id":"L25P02149","npi_email_temp":"smaadinee@gmail.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42942","email":"devibalaraman@outlook.com","first_name":"Devi","last_name":"Balaraman","phone":"5877172230","orgname":"Calfrac Well Services Ltd.","customer_acct_name":"Calfrac Well Services Ltd.","tags":"250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"244390","full_name":"Devi Balaraman, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2016-06-30","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"587","phone_2":"5877172230","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"LB2504931","intcode":"99","blocnote":"LN \/ 29 September 2025 VM\r\nrenewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:40:00-05:00","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-10-31","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2016-12-18","pf1_status":"P","pf1_completion_date":"2017-06-04","pf2_status":"P","pf2_completion_date":"2017-12-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-12-13","cpa_certification":"PCP","last_act_type":"2026-07-05","last_conf_date_type":"2025-06-18","company_paid_thru":"2026-10-31","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","old_int_code":"24","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"L25P02135","npi_email_temp":"devibalaraman@outlook.com","pcl_completion_date_5":"2021-12-18","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"40587","email":"e.p.cv@hotmail.com","first_name":"Elsa","last_name":"Pereira","phone":"5143705116","orgname":"Metier Plus","customer_acct_name":"Metier Plus","tags":"WR250813","ip4":"10.13.144.5","fields":{"individual_id":"236959","full_name":"Elsa Pereira, PCP","members_type":"PRO","lead_status":"Not Relevant","new_member_date_2":"2017-07-06","city_1":"Repentigny","province":"QC","language":"French","time_zone":"2","area_code":"514","extension_phone_1":"4415","phone_2":"5146622654","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","canceldate":"2026-05-02","pds_july":"2","cpa_certification":"SCP","paid_thru":"2027-02-28","found":"DO4 Email","date_of_renewal_identification":"2026-05-08","temp_do_id_for_auto_old_do_id":"AST03270","pds_august":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pds_september":"2","last_infoline_date_type":"2024-08-15","last_act_type":"2026-07-05","pcl_status":"P","pcl_completion_date":"2018-12-17","pf1_status":"P","pf1_completion_date":"2019-12-16","pf2_status":"P","pf2_completion_date":"2020-06-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-09-17","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","old_do_id":"AST03270","npi_email_temp":"e.p.cv@hotmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-02","pcl_completion_date_5":"2023-12-17","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","ai_entered_date":"2026-05-08"}},"seriesid":"163"}
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{"contact":{"id":"37115","email":"mckinlay-prince@hotmail.com","first_name":"Penny","last_name":"Mckinlay","phone":"4169218161","orgname":"No Frills","customer_acct_name":"No Frills","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Penny Mckinlay","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01363","phone_2":"6474498636","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"295421","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01363","last_act_type":"2021-08-12","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":"mckinlay-prince@hotmail.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
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{"contact":{"id":"39205","email":"danika@3vmechanical.ca","first_name":"Danika","last_name":"Varve","phone":"6135264595","orgname":"3V Mechanical Inc.","customer_acct_name":"3V Mechanical Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Danika Varve","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"L25C03857","new_member_date_2":"2023-08-15","phone_2":"6138634801","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326476","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C03857","last_infoline_date_type":"2024-03-14","last_act_type":"2024-03-14","pcl_status":"P","pcl_completion_date":"2023-12-04","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T14:41:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"danika@3vmechanical.ca","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"39355","email":"dipa_gupta@yahoo.com","first_name":"Dipa","last_name":"Leslie","phone":"4035715813","orgname":"Volker Stevin Canada","customer_acct_name":"Volker Stevin Canada","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Dipa Leslie, PCP","language":"English","canceldate":"2023-10-20","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2020-11-18","cert_status":"ACTIVE","phone_2":"4034376486","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","intcode":"99","onesentencenotrenewed":" ","individual_id":"295009","organization_id":"114091","blocnote":"June 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T12:50:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2504964","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2504964","old_int_code":"6","last_act_type":"2026-12-01","company_paid_thru":"2027-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2021-11-21","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":"dipa_gupta@yahoo.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41842","email":"hb5_84@hotmail.com","first_name":"Harpreet","last_name":"Bhangoo","phone":"4166798959","orgname":"","customer_acct_name":"","tags":"npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"183968","full_name":"Harpreet Bhangoo, PCP","lead_status":"Lapsed Member","members_type":"PRO","new_member_date_2":"2011-04-15","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4166798959","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cpa_certification":"PCP","cert_status":"SUSPENDED","paid_thru":"2026-03-31","intcode":"15","blocnote":"Aug 27 2025 vm\n2026 May 15 call started, user asked about lapse meaning, call ended before renewal decision.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T13:18:45-04:00","date_of_renewal_identification":"","canceldate":"2025-06-30","temp_do_id_for_auto_old_do_id":"L25P02578","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2017-04-20","last_act_type":"2026-05-15","do_id":"L25P02578","old_do_id":"L25P02003","pcl_status":"P","pcl_completion_date":"2011-07-06","pf1_status":"P","pf1_completion_date":"2011-12-20","pf2_status":"P","pf2_completion_date":"2012-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-04-13","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"hb5_84@hotmail.com","pcl_completion_date_5":"2016-07-06","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31","thewithdrawaldate":"2025-06-30","aitm_status_called":"2026-05-15T13:18:45-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Harpreet to inform them that their Professional membership with the National Payroll Institute had lapsed and offered to explain the renewal process. The user asked for clarification on what lapse meant, and the agent provided an explanation and offered further information on renewal steps. The call ended before the user responded to the renewal offer.","aitm_callsummarytitle":"Membership Lapse Inquiry","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_79c36d42ead4c570f9aa1ae79ca","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_79c36d42ead4c570f9aa1ae79ca","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"39336","email":"jtd1989@pm.me","first_name":"Cheng","last_name":"Weng","phone":"","orgname":"The Government of Yukon","customer_acct_name":"The Government of Yukon","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"full_name":"Cheng Ying Weng","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","time_zone":"4","area_code":"867","members_type":"PRO","do_id":"L25P00593","new_member_date_2":"2010-05-25","cert_status":"WITHDRAWN","phone_2":"8676886077","province":"YT","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"127245","pipeline_2_members_only_ast":"","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25P00593","last_act_type":"2025-07-30","pcl_status":"P","pcl_completion_date":"2010-09-07","pf1_status":"P","pf1_completion_date":"2010-11-16","pf2_status":"P","pf2_completion_date":"2011-08-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-09-27","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"jtd1989@pm.me","pcl_completion_date_5":"2015-09-07","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"46009","email":"alarouche@agri-marche.com","first_name":"Audrey","last_name":"Larouche","phone":"4188820747","orgname":"Lactech S.E.C","customer_acct_name":"Lactech S.E.C","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"243726","full_name":"Audrey Larouche","members_type":"CORP","paid_thru":"2024-08-31","organization_id":"159256","trc":"False","wera":"False","province":"QC","last_act_type":"2024-10-29","language":"English","corp_cancel_date":"2024-11-02","do_id":"L25O2899","number_of_passed_courses":"0","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":"L25O2899","npi_email_temp":"alarouche@agri-marche.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","company_paid_thru":"2024-08-31","blocnote":"may 25 vm","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37098","email":"atiqahmedsyed@gmail.com","first_name":"Syed","last_name":"Ahmed","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Syed Atiq Ahmed","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C00873","new_member_date_2":"2019-04-24","phone_2":"6478614648","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"271193","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C00873","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-30","pcl_status":"P","pcl_completion_date":"2019-08-14","pf1_status":"P","pf1_completion_date":"2020-02-23","pf2_status":"P","pf2_completion_date":"2020-06-15","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"atiqahmedsyed@gmail.com","pcl_completion_date_5":"2024-08-14","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"39277","email":"p.challita2020@gmail.com","first_name":"Paul","last_name":"Challita","phone":"5145540474","orgname":"Rio Tinto","customer_acct_name":"Rio Tinto","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Paul Challita","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"2","area_code":"514","members_type":"PRO","do_id":"","new_member_date_2":"2023-09-20","pds_april":"1","cert_status":"WITHDRAWN","phone_2":"5145540474","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"252324","intcode":"06","blocnote":"june 25 2025 listen to it later\r\nLN \/ 02 October 2025 Survey completed\n2026 May 25 reached voicemail for Paul Shalitas\n2026 May 25 contact refused to renew membership, declined Associate membership option\n2026 May 26 contact already answered call yesterday and declined to provide feedback again\n2026 May 27 call reached voicemail screening service, no contact with Paul.\n2026 May 27 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-27T10:07:11-04:00","pds_july":"1","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25P01103","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","pds_september":"1","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":"expensive","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"4","age_range":"31-45","selfpayrollproficiency":"Strong","old_int_code":"03","last_infoline_date_type":"2023-10-25","last_act_type":"2025-01-31","pcl_status":"P","pcl_completion_date":"2017-09-03","pf1_status":"P","pf1_completion_date":"2017-12-24","pf2_status":"P","pf2_completion_date":"2018-05-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-06-20","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"p.challita2020@gmail.com","pcl_completion_date_5":"2022-09-03","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","thewithdrawaldate":"2024-11-02","aitm_status_called":"2026-05-27T10:22:11-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach Paul Shalida but went to voicemail.","aitm_callsummarytitle":"Voicemail reached for Paul Shalida","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9b1e969f8e6dc3ca6f8bf85187c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9b1e969f8e6dc3ca6f8bf85187c","number_of_total_call_attempts":"5","onesentencenotrenewed":"I don't know if I'm gonna use the service.","initialvalue":"Designation","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P01103","number_of_calls_reached":"2","ln_entered_date":"2026-05-27","called_by":"AC Automation"}},"seriesid":"163"}
{"contact":{"id":"40663","email":"huangjing98@yahoo.com","first_name":"Jing","last_name":"Huang","phone":"7787093808","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":"335052","full_name":"Jing Huang","members_type":"CAND","do_id":"L25C04719","lead_status":"Lapsed Member","new_member_date_2":"2024-03-12","city_1":"Richmond","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7787093808","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04719","last_act_type":"2024-12-03","pcl_status":"P","pcl_completion_date":"2024-05-23","pf1_status":"P","pf1_completion_date":"2024-06-21","pf2_status":"P","pf2_completion_date":"2024-07-22","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC Nov 10 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T12:25:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"huangjing98@yahoo.com","pcl_completion_date_5":"2029-05-23","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"40472","email":"kamloopstina@gmail.com","first_name":"Tina","last_name":"Hartley","phone":"7784716441","orgname":"Rivermist Excavating Ltd.","customer_acct_name":"Rivermist Excavating Ltd.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"335591","full_name":"Tina Hartley","members_type":"CAND","do_id":"L25C04620","lead_status":"Lapsed Member","new_member_date_2":"2024-03-20","city_1":"Kamloops","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"2503195704","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04620","last_act_type":"2024-03-19","pcl_status":"F","pcl_completion_date":"2024-09-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T18:27:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"kamloopstina@gmail.com","pcl_completion_date_5":"2029-09-03","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"39720","email":"melissaduplain03@outlook.com","first_name":"M\u00e9lissa","last_name":"Duplain","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"M\u00e9lissa Duplain","language":"French","canceldate":"2024-10-02","time_zone":"2","area_code":"418","members_type":"CAND","do_id":"L25C04131","new_member_date_2":"2023-08-28","phone_2":"4188394925","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328494","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04131","last_act_type":"2024-06-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"melissaduplain03@outlook.com","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
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{"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","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","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"42993","email":"anabelle.pepin@cpaconseil.com","first_name":"Anabelle","last_name":"Pepin","phone":"4504623197","orgname":"PLN","customer_acct_name":"PLN","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"354156","full_name":"Anabelle Pepin","members_type":"CAND","new_member_date_2":"2025-08-25","city_1":"St-amable","province":"QC","language":"French","area_code":"450","lead_status":"Renewed Lapsed","phone_2":"5145121617","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":"LB2504290","last_act_type":"2026-10-02","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","old_do_id":"L25C05781","npi_email_temp":"anabelle.pepin@cpaconseil.com","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","last_infoline_date_type":"2026-10-02"}},"seriesid":"163"}
{"contact":{"id":"40662","email":"winston.zheng.ca@gmail.com","first_name":"Yue","last_name":"Zheng","phone":"7804424533","orgname":"City of Edmonton","customer_acct_name":"City of Edmonton","tags":"250813 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"242012","full_name":"Yue Zheng","members_type":"PRO","do_id":"L25P01660","lead_status":"Lapsed Member","new_member_date_2":"2016-03-22","city_1":"Edmonton","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"5879213375","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-05-02","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:08-04:00","cpa_certification":"PCP","paid_thru":"2025-02-28","blocnote":"wrong number\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 reached voicemail answered by Wilson, no message left","notrenewedother":"Phone cannot be recovered","old_int_code":"16","temp_do_id_for_auto_old_do_id":"L25P01660","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2018-06-02","last_act_type":"2025-07-31","pcl_status":"P","pcl_completion_date":"2016-08-02","pf1_status":"P","pf1_completion_date":"2017-10-16","pf2_status":"P","pf2_completion_date":"2017-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-09-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"winston.zheng.ca@gmail.com","pcl_completion_date_5":"2021-08-02","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","thewithdrawaldate":"2025-05-02","aitm_status_called":"2026-05-25T13:22:05-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The agent called to speak with Yue but reached voicemail, where Wilson answered and requested a message be left.","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","session_id":"call_dcee9165e15ab81e93469744fd7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_dcee9165e15ab81e93469744fd7","number_of_total_call_attempts":"2","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"44513","email":"alh72@live.ca","first_name":"Andrea","last_name":"Heaton","phone":"7056901671","orgname":"CTS Canadian Career College - Sudbury","customer_acct_name":"CTS Canadian Career College - Sudbury","tags":"251202 New Lapsed, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"231123","full_name":"Andrea Heaton, PCP","members_type":"PRO","canceldate":"2025-12-02","new_member_date_2":"2020-10-26","paid_thru":"2025-09-30","phone_2":"7056901671","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2015-02-10","pf1_status":"P","pf1_completion_date":"2015-09-01","pf2_status":"P","pf2_completion_date":"2015-09-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-09-08","trc":"False","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-02-03","language":"English","do_id":"L25P2702","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":"L25P2702","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LN \/ 04 December 2025 VM\n2026 May 12 call went to voicemail, no contact made\n2026 May 12 call reached voicemail, no contact made\n2026 May 14 - Reached voicemail; no human contact.\n2026 May 14 - Reached voicemail; no contact made\n2026 May 19 call reached voicemail.\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"alh72@live.ca","pcl_completion_date_5":"2020-02-10","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30","thewithdrawaldate":"2025-12-02","aitm_status_called":"2026-05-21T09:57:03-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8fd6f8cc93c04c709f856aef87b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8fd6f8cc93c04c709f856aef87b","onesentencenotrenewed":"Contact not reached; voicemail.","initialvalue":"Other","othermemberbenefit":"Voicemail \u2014 no information provided.","prootherreasonsnottorenew":"Voicemail reached; no reason provided","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"38764","email":"adish.jain3007@gmail.com","first_name":"Adish","last_name":"Jain","phone":"4164978925","orgname":"EPIC Investment Services Limited Partnership","customer_acct_name":"EPIC Investment Services Limited Partnership","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Adish Jain","language":"English","canceldate":"2024-01-05","time_zone":"2","area_code":"416","members_type":"CORP","do_id":"","new_member_date_2":"2022-11-02","phone_2":"2892570008","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"318324","organization_id":"259680","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C03072","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2026-04-16","last_act_type":"2026-04-16","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"P","pf1_completion_date":"2023-09-28","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"adish.jain3007@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03072","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39777","email":"sharonlee_0712@hotmail.com","first_name":"Yan","last_name":"Lee","phone":"9058908558","orgname":"Pivotal Integrated HR Solutions","customer_acct_name":"Pivotal Integrated HR Solutions","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Yan Ling Sharon Lee, PCP","language":"English","canceldate":"2024-03-20","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2018-02-08","cert_status":"ACTIVE","phone_2":"6475050712","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","intcode":"99","onesentencenotrenewed":" ","individual_id":"260531","organization_id":"9540","blocnote":"June 30 2025 vm\r\nSept 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T14:50:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2507183","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2507183","old_int_code":"6","last_infoline_date_type":"2025-09-23","last_act_type":"2026-12-01","company_paid_thru":"2027-03-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-09-02","pf1_status":"P","pf1_completion_date":"2019-10-13","pf2_status":"P","pf2_completion_date":"2020-08-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-09-24","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sharonlee_0712@hotmail.com","pcl_completion_date_5":"2023-09-02","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39786","email":"wxy666@hotmail.com","first_name":"Xueying","last_name":"Wang","phone":"9057171397","orgname":"Drilltech Drilling Ltd.","customer_acct_name":"Drilltech Drilling Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Xueying Wang","language":"English","canceldate":"2024-04-02","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25P01166","new_member_date_2":"2018-02-23","cert_status":"WITHDRAWN","phone_2":"6475252998","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"260901","intcode":"02","blocnote":"June 30 2025 vm\r\nSept 9 2025 vm\n2026 May 25 reached voicemail, left message regarding NPI membership\n2026 May 25 contact confirmed identity as Xueying Wang, expressed interest in reinstatement, and email with application form sent.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:06-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25P01166","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2024-01-07","pcl_status":"P","pcl_completion_date":"2018-05-22","pf1_status":"P","pf1_completion_date":"2021-01-24","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":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"wxy666@hotmail.com","pcl_completion_date_5":"2023-05-22","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-25T12:22:12-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent confirmed the identity of Xueying Wang and conducted a membership survey, recording her initial reason for joining and satisfaction rating. The agent informed her about the reinstatement exam process due to her membership withdrawal and sent an email with detailed instructions and the application form. The call ended positively with the user acknowledging the information.","aitm_callsummarytitle":"Membership Reinstatement and Survey Completion","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_0f126809505cf967033dfd691cc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0f126809505cf967033dfd691cc","number_of_total_call_attempts":"2","sendapplicationform":"2026-05-25T12:26:00-04:00","thewithdrawaldate_3_years":"2027-04-02","mini_nps":"4","initialvalue":"Career","age_range":"31-45","old_int_code":"6","number_of_calls_reached":"1","last_engaged_date":"2026-05-25"}},"seriesid":"163"}
{"contact":{"id":"37249","email":"carolineshi2009@hotmail.com","first_name":"Caroline","last_name":"Shi","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Caroline Shi","language":"English","canceldate":"2023-04-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02141","new_member_date_2":"2022-03-01","phone_2":"6473003312","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"310549","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C02141","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-10-05","pcl_status":"F","pcl_completion_date":"2022-06-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"carolineshi2009@hotmail.com","pcl_completion_date_5":"2027-06-05","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"39769","email":"taru.bawa@gmail.com","first_name":"Tarvinder","last_name":"Bawa","phone":"","orgname":"Surrey Place","customer_acct_name":"Surrey Place","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Tarvinder Kaur Bawa","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"PRO","do_id":"L25P01163","new_member_date_2":"2022-09-27","cert_status":"WITHDRAWN","phone_2":"6473277607","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"260458","intcode":"06","blocnote":"June 30 2025 vm\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:06-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25P01163","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2022-12-21","last_act_type":"2025-01-31","pcl_status":"P","pcl_completion_date":"2018-06-03","pf1_status":"P","pf1_completion_date":"2019-01-14","pf2_status":"P","pf2_completion_date":"2019-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-03","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"taru.bawa@gmail.com","pcl_completion_date_5":"2023-06-03","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","thewithdrawaldate":"2024-11-02","aitm_status_called":"2026-05-25T13:32:05-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was not answered by the contact and went to voicemail.","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","session_id":"call_c8397f9ca73f652b0bc803ffb6e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c8397f9ca73f652b0bc803ffb6e"}},"seriesid":"163"}
{"contact":{"id":"40493","email":"kantlee.knight@gmail.com","first_name":"Kantlee","last_name":"Knight","phone":"4165687437","orgname":"Darwin Fisher Commercial Flooring Ltd.","customer_acct_name":"Darwin Fisher Commercial Flooring Ltd.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"335444","full_name":"Kantlee Knight","members_type":"CAND","do_id":"L25C04631","lead_status":"Lapsed Member","new_member_date_2":"2024-03-19","city_1":"Chatham","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4165687437","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04631","last_act_type":"2024-03-19","pcl_status":"F","pcl_completion_date":"2024-06-20","pf1_status":"F","pf1_completion_date":"2024-09-23","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LNC \/ 02 December 2025 She doesn't want to renew","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T14:00:00-05:00","intcode":"11","temp_intcode_for_auto_old_int_code":"11","npi_email_temp":"kantlee.knight@gmail.com","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"42943","email":"anickbenoit1307@gmail.com","first_name":"Anick","last_name":"Benoit","phone":"5148137150","orgname":"CGI","customer_acct_name":"CGI","tags":"npiPartnerAccount, npiAlert12, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"279212","full_name":"Anick Benoit, LAP","members_type":"PRO","lead_status":"Partner","new_member_date_2":"2019-08-30","city_1":"Laval","province":"QC","language":"French","time_zone":"2","area_code":"514","phone_2":"5148137150","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","temp_do_id_for_auto_old_do_id":"LB2504328","blocnote":"Encore membre","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T14:30:00-05:00","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","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":"99","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-07-31","organization_id":"7131","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2020-02-18","pf1_status":"P","pf1_completion_date":"2020-04-19","pf2_status":"P","pf2_completion_date":"2020-11-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-02-17","cpa_certification":"GAP","last_act_type":"2026-04-05","last_infoline_date_type":"2026-02-20","company_paid_thru":"2026-12-31","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","old_int_code":"02","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504328","old_do_id":"L25P02136","npi_email_temp":"anickbenoit1307@gmail.com","pcl_completion_date_5":"2025-02-18","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"45905","email":"anna.mammoliti@crowesoberman.com","first_name":"Anna","last_name":"Mammoliti","phone":"4169637176","orgname":"Crowe Soberman LLP","customer_acct_name":"Crowe Soberman LLP","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"265615","full_name":"Anna Mammoliti","members_type":"CORP","paid_thru":"2023-07-31","organization_id":"265612","trc":"False","wera":"False","province":"ON","language":"English","corp_cancel_date":"2023-10-03","do_id":"L25O3105","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3105","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"anna.mammoliti@crowesoberman.com","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","company_paid_thru":"2023-07-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44462","email":"no-email267@ler.com","first_name":"Jillian","last_name":"Dolson","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert9, LER_dummy, 251112 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"327954","full_name":"Jillian Dolson","members_type":"CAND","canceldate":"2024-09-12","new_member_date_2":"2023-08-14","paid_thru":"2024-07-31","pcl_status":"F","pcl_completion_date":"2023-12-18","province":"ON","last_act_type":"2024-12-09","language":"English","do_id":"L25C8336","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8336","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","trc":"False","wera":"False","npi_email_temp":"no-email267@ler.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
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{"contact":{"id":"39766","email":"tamaimarcia@gmail.com","first_name":"Marcia","last_name":"Tamai","phone":"4165963101","orgname":"The Michener Institute of Education At UHN","customer_acct_name":"The Michener Institute of Education At UHN","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Marcia Tamai","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"PRO","do_id":"L25P00633","new_member_date_2":"2009-05-21","cert_status":"WITHDRAWN","phone_2":"6475048614","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"142108","intcode":"16","blocnote":"June 30 2025 vm\r\nLN \/ 02 October 2025 VM\n2026 May 25 call reached automated system at Michener Institute, no human contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:09-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25P00633","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2022-09-30","last_act_type":"2025-11-28","pcl_status":"P","pcl_completion_date":"2009-09-09","pf1_status":"P","pf1_completion_date":"2010-01-12","pf2_status":"P","pf2_completion_date":"2010-11-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-06-02","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"tamaimarcia@gmail.com","pcl_completion_date_5":"2014-09-09","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","thewithdrawaldate":"2024-12-04","aitm_status_called":"2026-05-25T12:07:09-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call reached an automated phone system at the Michener Institute multiple times without connecting to the intended contact, Marcia. The agent was unable to speak with a human and the call ended without further interaction.","aitm_callsummarytitle":"Call reached automated system, no human contact","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1a30a3afbdef513be1ba4f95b82","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1a30a3afbdef513be1ba4f95b82","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"42934","email":"rosalen.cousins@hubinternational.com","first_name":"Rosalen","last_name":"Cousins","phone":"2049881195","orgname":"HUB International Canada West ULC","customer_acct_name":"HUB International Canada West ULC","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"352779","full_name":"Rosalen Cousins","members_type":"CAND","lead_status":"Renewed Lapsed","new_member_date_2":"2025-07-21","city_1":"Winnipeg","province":"MB","language":"English","time_zone":"3","area_code":"204","phone_2":"2049984995","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-06-30","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2507009","organization_id":"219572","last_act_type":"2025-08-15","company_paid_thru":"2026-09-30","pcl_status":"P","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcl_completion_date":"2025-12-02","old_do_id":"L25C05768","npi_email_temp":"rosalen.cousins@hubinternational.com","pcl_completion_date_5":"2030-12-02","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"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, TMAI","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":"15","blocnote":"Aug 27 2025 Survey completed She is in pre retirement not sure if will be continuing in payroll\n2026 May 25 call started, agent reached Claudia, call ended early during first question","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:07-04:00","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25P01982","temp_intcode_for_auto_old_int_code":"15","pds_august":"2","pds_september":"2","last_infoline_date_type":"2024-08-26","last_act_type":"2025-02-10","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","latest_paid_thru":"2025-04-30","called_by":"Tri","thewithdrawaldate":"2025-07-04","aitm_status_called":"2026-05-25T14:07:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Claudia and introduced the call regarding her lapsed Professional membership with the National Payroll Institute. The agent began asking the first survey question about the initial value of membership, but the call ended shortly after without completion.","aitm_callsummarytitle":"Call started but ended early during survey","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ab3a9d54376fa1f5d12eb1f8837","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ab3a9d54376fa1f5d12eb1f8837","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"39768","email":"vivpaustin@gmail.com","first_name":"Vivian","last_name":"Austin","phone":"4169960596","orgname":"VPA Bookkeeping, Accounting&Tax","customer_acct_name":"VPA Bookkeeping, Accounting&Tax","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Vivian Austin, CPA","language":"English","canceldate":"2023-06-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"PRO","do_id":"L25P00892","new_member_date_2":"2014-04-02","cert_status":"WITHDRAWN","phone_2":"4169960596","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"224367","blocnote":"June 30 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-06-30T13:40:00-04:00","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 wanted to start my payroll career","notrenewednolongerinpayroll":"No","npichallenges":"Yes","npichallengesspecify":"mmmmm","expectationsnotmet":"Yes","expectationsnotmetspecify":"I expected to receive more updates on payroll legistlations","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"payroll is not my main profession","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"I was working at the time and I didn't have time to enroll in the webinars and seminars","mini_nps":"2","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","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":"L25P00892","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-31","pcl_status":"P","pcl_completion_date":"2014-06-19","pf1_status":"P","pf1_completion_date":"2014-09-25","pf2_status":"P","pf2_completion_date":"2014-12-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-10-08","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"vivpaustin@gmail.com","pcl_completion_date_5":"2019-06-19","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"41903","email":"cp.comptabilitenomade@gmail.com","first_name":"Chantale","last_name":"Picard","phone":"4185519515","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"324368","full_name":"Chantale Picard","lead_status":"Refused","members_type":"CAND","new_member_date_2":"2023-05-18","city_1":"Notre-Dame-des-Neiges","province":"QC","language":"French","time_zone":"2","area_code":"418","phone_2":"4185519515","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":"L25C05352","last_act_type":"2024-03-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cp.comptabilitenomade@gmail.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","date_of_renewal_identification":"","old_do_id":"L25C05352"}},"seriesid":"163"}
{"contact":{"id":"39405","email":"jodylisa1978@gmail.com","first_name":"Jody","last_name":"Lavigne","phone":"5062385871","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jody Lavigne","language":"English","canceldate":"2025-01-07","time_zone":"1","area_code":"506","members_type":"CAND","do_id":"L25C04396","new_member_date_2":"2023-11-09","phone_2":"5062385871","province":"NB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330910","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04396","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2024-03-04","pf1_status":"P","pf1_completion_date":"2024-06-20","number_of_passed_courses":"2","trc":"True","wera":"False","intcode":"06","blocnote":"LNC \/ 10 November 2025 VM\r\nLNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T09:46:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jodylisa1978@gmail.com","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"44525","email":"tatwood@outlook.com","first_name":"Trisha","last_name":"Atwood","phone":"9059415551","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"10.13.139.94","fields":{"individual_id":"259902","full_name":"Trisha Atwood, PCP","members_type":"PRO","new_member_date_2":"2019-02-19","paid_thru":"2026-09-30","phone_2":"9059415551","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2018-05-06","pf1_status":"P","pf1_completion_date":"2018-09-02","pf2_status":"P","pf2_completion_date":"2018-11-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-01-16","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-02-24","language":"English","last_infoline_date_type":"2024-12-15","lead_status":"Not Relevant","time_zone":"2","number_of_passed_courses":"4","temp_do_id_for_auto_old_do_id":"AST02838","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-02-25","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"LN \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T09:00:00-05:00","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"tatwood@outlook.com","old_do_id":"AST02838","ai_entered_date":"2026-02-25","telemarketing_call_date":"2025-12-08","old_int_code":"06","pcl_completion_date_5":"2023-05-06","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"44503","email":"1987kaurnarinder@gmail.com","first_name":"Narinder","last_name":"Kaur","phone":"6473274613","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"10.13.143.191","fields":{"individual_id":"340603","full_name":"Narinder Kaur","members_type":"CAND","new_member_date_2":"2024-10-10","paid_thru":"2026-09-30","phone_2":"6473274613","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2024-12-18","pf1_status":"P","pf1_completion_date":"2025-01-18","pf2_status":"P","pf2_completion_date":"2024-11-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-05-02","trc":"True","wera":"True","cpa_certification":"PCP","province":"ON","last_act_type":"2026-06-02","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","number_of_passed_courses":"4","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8402","date_of_renewal_identification":"2026-02-05","pipeline_1_lapsed_members":"Renewed lapsed","sendapplicationform":"2025-12-04T13:38:00-05:00","blocnote":"LNC \/ 04 December 2025 Sent e-mail for renewal","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T13:39:00-05:00","placeholder_email_change_date":"2025-12-04T13:38:28-05:00","regular_email_change_date":"2025-12-04T13:38:29-05:00","intcode":"99","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","last_engaged_date":"2026-01-31","npi_email_temp":"1987kaurnarinder@gmail.com","old_int_code":"24","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"42823","email":"rcorrales@brandsafway.com","first_name":"Raquel","last_name":"Corrales","phone":"4505898100","orgname":"","customer_acct_name":"","tags":"250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"291406","full_name":"Raquel Corrales, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2020-08-14","city_1":"Lavaltrie","province":"QC","language":"French","time_zone":"2","extension_phone_1":"x: 4232","area_code":"450","phone_2":"5147463482","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"LB2506915","paid_thru":"2026-07-31","cert_status":"ACTIVE","cpa_certification":"SCP","last_act_type":"2026-04-05","date_of_renewal_identification":"2025-10-15","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-08-03","pf2_status":"P","pf2_completion_date":"2022-04-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-06-27","number_of_passed_courses":"4","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T14:12:00-05:00","temp_intcode_for_auto_old_int_code":"99","old_int_code":"06","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"L25P02122","npi_email_temp":"rcorrales@brandsafway.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"40549","email":"lenarodrigues@pvsc.ca","first_name":"Lena","last_name":"Rodrigues","phone":"9022922669","orgname":"Property Valuation Services Corp.","customer_acct_name":"Property Valuation Services Corp.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"176384","full_name":"Lena Rodrigues","members_type":"CORP","do_id":"L25O00920","lead_status":"Lapsed Member","coidnewmbrdate":"2024-02-22","city_1":"Dartmouth","province":"NS","language":"English","time_zone":"1","area_code":"902","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"July 16 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T10:57:00-04:00","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00920","temp_intcode_for_auto_old_int_code":"6","organization_id":"164499","pds_august":"7","pds_september":"7","last_infoline_date_type":"2021-04-19","last_act_type":"2021-04-19","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"lenarodrigues@pvsc.ca","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42956","email":"tlmullins24@hotmail.com","first_name":"Tammy","last_name":"Mullins","phone":"4162003804","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"individual_id":"353732","full_name":"Tammy Mullins","members_type":"AST","lead_status":"Member","do_id":"AST2149","new_member_date_2":"2025-08-13","city_1":"Brampton","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4162003804","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member to be called","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","paid_thru":"2026-07-31","sendwelcomeapplicationform":"2025-09-09T12:00:00-04:00","blocnote":"Sept 9 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-09-13T13:37:00-04:00","onesentencenotrenewed":"","intcode":"25","source_of_membership":"Recom","job_title":"PayrollAdmin","payroll_experience_in_years":"2-5","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":"46-60","temp_do_id_for_auto_old_do_id":"AST2149","temp_intcode_for_auto_old_int_code":"25","sendseptemail":"2025-09-17T13:14:00-04:00","sendaidate":"2025-12-01T10:14:49-05:00","last_infoline_date_type":"2026-04-21","last_act_type":"2026-04-21","telemarketing_call_date":"2025-09-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tlmullins24@hotmail.com","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"39352","email":"jen.neef@web.de","first_name":"Jennifer","last_name":"Neef","phone":"7809692174","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Jennifer Neef","language":"English","canceldate":"2024-07-03","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"PRO","do_id":"L25P00850","new_member_date_2":"2020-05-15","pds_april":"1","cert_status":"WITHDRAWN_CPE","phone_2":"4034753057","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"218819","intcode":"06","blocnote":"June 25 2025 vm\r\nLN \/ 01 October 2025 No one by that name\n2026 May 14 - Reached voicemail, no message left\n2026 May 14 - Reached voicemail for Ronnie Fenrick and Jennifer Neve; no live contact.\n2026 May 19 reached voicemail, no contact made\n2026 May 19 reached voicemail - contact identified as Ronnie Fenrich and Jennifer E.\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 reached Ronnie, not Jennifer, call ended quickly","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:10-04:00","pds_july":"1","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25P00850","temp_intcode_for_auto_old_int_code":"06","pds_august":"1","old_int_code":"16","pds_september":"1","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2015-09-08","pf1_status":"P","pf1_completion_date":"2016-02-21","pf2_status":"P","pf2_completion_date":"2017-06-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-06-23","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"jen.neef@web.de","pcl_completion_date_5":"2020-09-08","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","thewithdrawaldate":"2024-07-03","aitm_status_called":"2026-05-21T11:52:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Jennifer but reached Ronnie instead, and the call ended shortly after.","aitm_callsummarytitle":"Reached wrong person, call ended","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail answered.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Voicemail reached, no reason provided","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a609c061194665223f9c47d8550","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a609c061194665223f9c47d8550","concernquestion":"Contact did not speak; no concerns raised.","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"39393","email":"chasityz@hotmail.com","first_name":"Chasity","last_name":"Zeke","phone":"2049467347","orgname":"Canada Life","customer_acct_name":"Canada Life","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Chasity Zeke, PCP","language":"English","canceldate":"2024-03-05","cpa_certification":"PCP","time_zone":"3","area_code":"204","members_type":"CORP","new_member_date_2":"2021-03-30","cert_status":"ACTIVE","phone_2":"2047396456","province":"MB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"299585","organization_id":"6946","intcode":"99","blocnote":"June 25 2025 vm\r\nSept 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T18:30:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2504726","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2504726","old_int_code":"6","last_infoline_date_type":"2025-06-27","last_act_type":"2025-06-27","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2021-11-21","pf1_status":"P","pf1_completion_date":"2022-06-20","pf2_status":"P","pf2_completion_date":"2022-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-12-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"chasityz@hotmail.com","pcl_completion_date_5":"2026-11-21","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38577","email":"mvuongburney@yahoo.com","first_name":"Mong","last_name":"Vuong-Burney","phone":"4165273042","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Mong Thu Vuong-Burney","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2023-04-28","phone_2":"4165273042","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324374","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03587","last_act_type":"2023-06-13","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T11:55:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"mvuongburney@yahoo.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03587","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"37196","email":"ajmcgregor2006@gmail.com","first_name":"Amanda","last_name":"McGregor","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Amanda McGregor","language":"English","canceldate":"2023-09-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01134","new_member_date_2":"2021-07-27","phone_2":"7785512330","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"288209","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C01134","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-21","pcl_status":"P","pcl_completion_date":"2021-10-10","pf1_status":"P","pf1_completion_date":"2021-11-14","pf2_status":"P","pf2_completion_date":"2021-12-05","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"ajmcgregor2006@gmail.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"42898","email":"ka_patricia@outlook.com","first_name":"Amenan","last_name":"Kouakou","phone":"5148908000","orgname":"CHUM","customer_acct_name":"CHUM","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"individual_id":"279191","full_name":"Amenan Patricia U. Kouakou","members_type":"AST","lead_status":"Renewed AST","new_member_date_2":"2019-08-20","city_1":"Sainte-Catherine","province":"QC","language":"French","time_zone":"2","area_code":"514","phone_2":"5145752203","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member to be called","do_id":"AST2139","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-09-11","temp_do_id_for_auto_old_do_id":"AST2139","last_act_type":"2026-03-13","blocnote":"AI. 21 oct 2025 semble  pas connu par personne mon transf\u00e9rer d'un d\u00e9partement a l'autre avec 2 num ext 15134 et 35300","dhmsfin_telemarketing_last_contacted_date":"2025-10-28T09:29:00-04:00","intcode":"16","temp_intcode_for_auto_old_int_code":"16","telemarketing_call_date":"2025-10-28","old_int_code":"06","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":"ka_patricia@outlook.com","pcl_completion_date_5":"2024-12-18","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"39732","email":"ggahunia2005@yahoo.com","first_name":"Georgette","last_name":"Gahunia","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Georgette Gahunia","language":"English","canceldate":"2024-07-03","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25P00414","new_member_date_2":"2023-05-29","pds_april":"2","cert_status":"WITHDRAWN","phone_2":"9057815723","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"34617","intcode":"14","blocnote":"June 30 2025 vm\n2026-05-15 Dial no answer, phone: +19057815723\n2026-05-19 Dial no answer, phone: +19057815723\n2026 May 21 contact prefers designation, not renewing due to financial hardship and retirement, sent reinstatement procedure email - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:05-04:00","pds_july":"2","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25P00414","temp_intcode_for_auto_old_int_code":"14","pds_august":"2","pds_september":"2","last_act_type":"2024-01-10","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"ggahunia2005@yahoo.com","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","thewithdrawaldate":"2024-07-03","aitm_status_called":"2026-05-21T10:52:06-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"05","retell_call_status":"ended","session_id":"call_115318f355822d25a81d6bde570","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_115318f355822d25a81d6bde570","sendapplicationform":"2026-05-21T11:01:00-04:00","thewithdrawaldate_3_years":"2027-07-03","npi_transcriptsummary":"The agent spoke with Georgette about her lapsed Professional membership with the National Payroll Institute. Georgette expressed financial hardship and retirement status as reasons for not renewing but showed interest in reinstating her designation in the future. The agent sent her the procedure to reinstate her designation via email.","aitm_callsummarytitle":"Membership Renewal Discussion and Reinstatement Procedure Sent","notrenewedwanttorenew":"Yes","mini_nps":"5","onesentencenotrenewed":"Not renewing due to financial hardship and being currently retired but interested in future reinstatement.","initialvalue":"Designation","prootherreasonsnottorenew":"Financial hardship and retirement status","age_range":"61+","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37099","email":"eshetu2944@gmail.com","first_name":"Eshetu","last_name":"Yergu","phone":"7809382944","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Eshetu Yergu","language":"English","canceldate":"2023-11-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02924","new_member_date_2":"2022-09-08","phone_2":"7809382944","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316486","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":"L25C02924","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-10","pcl_status":"F","pcl_completion_date":"2022-11-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"eshetu2944@gmail.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"41197","email":"maitnguyen4_ca@yahoo.com","first_name":"Tam","last_name":"Nguyen","phone":"6046617287","orgname":"B.C. Pavilion Corporation","customer_acct_name":"B.C. Pavilion Corporation","tags":"npiAlert13, npiAlert14, WR251001","ip4":"10.13.138.36","fields":{"individual_id":"40046","full_name":"Tam Nguyen, PCP","members_type":"PRO","lead_status":"Not Relevant","new_member_date_2":"2022-08-08","coidnewmbrdate":"1993-04-01","city_1":"Vancouver","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"6047880918","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"Aug 18 2025 vm Lisa singer","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T15:03:00-05:00","temp_do_id_for_auto_old_do_id":"AST03075","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2027-02-28","cert_status":"ACTIVE","cpa_certification":"PCP","pds_september":"1","old_do_id":"AST03075","last_infoline_date_type":"2026-06-01","last_act_type":"2026-03-20","found":"DO4 Email","date_of_renewal_identification":"2026-03-21","company_paid_thru":"2027-04-30","pcl_status":"P","pcl_completion_date":"2012-07-23","pf1_status":"P","pf1_completion_date":"2012-10-26","pf2_status":"P","pf2_completion_date":"2013-08-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-11-10","number_of_passed_courses":"4","pds_october":"1","old_int_code":"06","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"maitnguyen4_ca@yahoo.com","ln_entered_date":"2026-03-10","ai_entered_date":"2026-03-21","telemarketing_call_date":"2025-11-20","pcl_completion_date_5":"2017-07-23","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"37254","email":"tjandjen1@gmail.com","first_name":"Jennifer","last_name":"Brownell","phone":"2048723772","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jennifer Brownell","language":"English","canceldate":"2024-02-03","time_zone":"3","area_code":"204","members_type":"CAND","new_member_date_2":"2023-01-03","pds_april":"1","phone_2":"2048723772","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"319964","pds_july":"1","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25C03187","pds_august":"1","pds_september":"1","last_act_type":"2023-01-24","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T14:03:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","pds_november":"1","pipeline_2_members_only_ast":"","old_int_code":"06","date_of_renewal_identification":"","old_do_id":"L25C03187","npi_email_temp":"tjandjen1@gmail.com","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"37283","email":"bullet_507@yahoo.com","first_name":"Rajane","last_name":"Rosuelo","phone":"3065804800","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Rajane Bala Rosuelo","language":"English","canceldate":"2023-09-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C02646","new_member_date_2":"2022-07-11","phone_2":"3065804800","province":"SK","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"314610","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02646","last_act_type":"2025-03-25","pcl_status":"P","pcl_completion_date":"2022-09-25","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2023-02-06","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T16:43:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"bullet_507@yahoo.com","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"45898","email":"nicolebrittanydaniel@gmail.com","first_name":"Nicole","last_name":"Daniel","phone":"2089490761","orgname":"Synoptek LLC","customer_acct_name":"Synoptek LLC","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"318107","full_name":"Nicole Daniel","members_type":"CORP","paid_thru":"2024-09-30","phone_2":"2089490761","organization_id":"318106","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"P","pf1_completion_date":"2023-06-20","pf2_status":"P","pf2_completion_date":"2023-10-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-09-21","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ID","last_act_type":"2026-07-05","language":"English","corp_cancel_date":"2024-12-04","do_id":"L25O3613","number_of_passed_courses":"4","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3613","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"nicolebrittanydaniel@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","company_paid_thru":"2024-09-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"46082","email":"no-email436@ler.com","first_name":"Payroll","last_name":"Department","phone":"4167423713","orgname":"Fer-Pal Construction Ltd.","customer_acct_name":"Fer-Pal Construction Ltd.","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"294365","full_name":"Payroll Department","members_type":"CORP","paid_thru":"2023-04-30","organization_id":"145648","trc":"False","wera":"False","province":"ON","language":"English","corp_cancel_date":"2023-07-11","do_id":"L25O3388","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3388","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email436@ler.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","company_paid_thru":"2023-04-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42975","email":"luliadawit1@gmail.com","first_name":"Lulia","last_name":"Ghebremeskel","phone":"5195746102","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"do_id":"AST2155","individual_id":"340550","full_name":"Lulia Ghebremeskel","members_type":"AST","new_member_date_2":"2025-08-21","city_1":"Kitchener","province":"ON","language":"English","area_code":"519","lead_status":"Member","phone_2":"5195746102","time_zone":"2","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","pipeline_1_lapsed_members":"","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","paid_thru":"2026-07-31","blocnote":"May 13 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T10:10:00-04:00","intcode":"06","temp_do_id_for_auto_old_do_id":"AST2155","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-11-13","telemarketing_call_date":"2026-05-13","pcl_status":"F","pcl_completion_date":"2024-09-10","pf1_status":"F","pf1_completion_date":"2025-02-18","pf2_status":"F","pf2_completion_date":"2024-11-07","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:14:05-05:00","npi_email_temp":"luliadawit1@gmail.com","pcl_completion_date_5":"2029-09-10","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"37395","email":"florypnavarro@gmail.com","first_name":"Flory","last_name":"Umana","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Flory Umana","language":"English","canceldate":"2023-04-04","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01153","new_member_date_2":"2020-05-22","phone_2":"7807106118","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"288759","paid_thru":"2022-04-30","temp_do_id_for_auto_old_do_id":"L25C01153","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-07-23","pcl_status":"P","pcl_completion_date":"2020-08-19","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":"florypnavarro@gmail.com","pcl_completion_date_5":"2025-08-19","formatted_paid_thru":"30\/04\/2022","latest_paid_thru":"2022-04-30"}},"seriesid":"163"}
{"contact":{"id":"39820","email":"Dalia.Bishara@payroll.ca","first_name":"Dalia","last_name":"Bishara, PLP","phone":"4164873380","orgname":"National Payroll Institute","customer_acct_name":"National Payroll Institute","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Dalia Bishara, PLP","language":"English","canceldate":"2023-05-10","cpa_certification":"CPM","time_zone":"2","area_code":"416","members_type":"PRO","do_id":"L25P00640","new_member_date_2":"2016-09-29","pds_april":"36","cert_status":"ACTIVE","phone_2":"9056936480","province":"ON","zerobounce_reason":"catch-all","lead_status":"Partner","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","intcode":"10","blocnote":"July 2 2025 She is with the NPI","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T15:12:00-04:00","temp_do_id_for_auto_old_do_id":"L25P00640","temp_intcode_for_auto_old_int_code":"10","last_infoline_date_type":"2022-11-05","last_conf_date_type":"2014-06-17","last_act_type":"2025-06-01","npi_email_temp":"Dalia.Bishara@payroll.ca"}},"seriesid":"163"}
{"contact":{"id":"39335","email":"donnaprouty@hotmail.com","first_name":"Donna","last_name":"Prouty","phone":"7804511974","orgname":"Lloyd Sadd Insurance","customer_acct_name":"Lloyd Sadd Insurance","tags":"npiAlert13","ip4":"10.13.131.182","fields":{"full_name":"Donna Prouty","language":"English","canceldate":"2024-05-29","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"PRO","new_member_date_2":"2023-06-07","cert_status":"ACTIVE","phone_2":"5873419117","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"267485","intcode":"99","blocnote":"June 254 2025 vm\r\nSept 9 2025 She is no longer with the company","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T11:18:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-11-30","old_int_code":"12","temp_do_id_for_auto_old_do_id":"LB2504988","temp_intcode_for_auto_old_int_code":"99","old_do_id":"AST02542","last_infoline_date_type":"2022-11-08","last_act_type":"2026-12-01","date_of_renewal_identification":"2025-12-09","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":"2023-05-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","telemarketing_call_date":"2025-09-09","npi_email_temp":"donnaprouty@hotmail.com","pcl_completion_date_5":"2023-11-11","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"41157","email":"amandavlahakis@hotmail.com","first_name":"Amanda","last_name":"Vlahakis","phone":"4032454222","orgname":"Alberta Ballet","customer_acct_name":"Alberta Ballet","tags":"WR250723, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"222352","full_name":"Amanda Vlahakis, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2022-09-19","organization_id":"147988","coidnewmbrdate":"30\/10\/17 00:00","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"403","phone_2":"5872267129","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","origin":"Lapsed members","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","pds_july":"7","cpa_certification":"PCP","cert_status":"ACTIVE","paid_thru":"2026-10-31","canceldate":"2025-07-17","temp_do_id_for_auto_old_do_id":"LB2504253","pds_august":"7","extension_phone_1":"760","pds_september":"7","last_infoline_date_type":"2025-09-06","last_conf_date_type":"2020-06-17","last_act_type":"2026-12-01","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2014-07-10","pf1_status":"P","pf1_completion_date":"2014-12-22","pf2_status":"P","pf2_completion_date":"2015-08-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-08-07","number_of_passed_courses":"4","pds_october":"7","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"7","do_id":"LB2504253","old_do_id":"L25P01750","npi_email_temp":"amandavlahakis@hotmail.com","pcl_completion_date_5":"2019-07-10","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40678","email":"jamierosebush11@gmail.com","first_name":"Jamie","last_name":"Rosebush","phone":"6139209100","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"299016","full_name":"Jamie Rosebush","members_type":"PRO","do_id":"L25P01668","lead_status":"Lapsed Member","new_member_date_2":"2021-03-15","city_1":"Banff","province":"AB","language":"English","time_zone":"2","area_code":"613","phone_2":"6139209100","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-05-02","intcode":"15","blocnote":"July 8 2025 vm\r\nLN Sept 15 2025 vm\n2026 May 15 call initiated but no conversation beyond greeting\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call started, agent confirmed speaking with Jamie, call ended abruptly.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:08-04:00","cpa_certification":"PCP","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25P01668","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2023-09-02","last_act_type":"2025-07-31","pcl_status":"P","pcl_completion_date":"2021-07-05","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":"2021-10-01","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jamierosebush11@gmail.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","thewithdrawaldate":"2025-05-02","aitm_status_called":"2026-05-21T10:07:06-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was initiated and the agent confirmed speaking with Jamie, but the conversation was very brief and ended abruptly without further discussion or task completion.","aitm_callsummarytitle":"Brief call with Jamie, no completion","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c636ddc8a92ff2262f8658cdf96","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c636ddc8a92ff2262f8658cdf96","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"44505","email":"gracemiu@rogers.com","first_name":"Grace","last_name":"Leung","phone":"9057318806","orgname":"Richmond Hill Chinese Business Association","customer_acct_name":"Richmond Hill Chinese Business Association","tags":"npiAlert13, 251202 New Lapsed, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"179741","full_name":"Grace Leung","members_type":"PRO","canceldate":"2025-12-01","new_member_date_2":"2011-01-07","paid_thru":"2025-12-31","phone_2":"9052841828","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2011-04-25","pf1_status":"P","pf1_completion_date":"2011-08-18","pf2_status":"P","pf2_completion_date":"2011-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-06-02","trc":"False","wera":"False","cpa_certification":"PCP","province":"ON","last_act_type":"2026-01-03","language":"English","pds_november":"1","do_id":"L25P2695","lead_status":"Lapsed Member","time_zone":"2","number_of_passed_courses":"4","temp_do_id_for_auto_old_do_id":"L25P2695","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LN \/ 04 December 2025 VM\n2026 May 15 call reached voicemail.\n2026 May 19 call reached voicemail for Malcolm Richmond Hill and Chinese Business Associates\n2026 May 21 call reached voicemail of Malcolm Richmond Hill and Foreign Chinese Business Associates","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:07-04:00","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"gracemiu@rogers.com","pcl_completion_date_5":"2016-04-25","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","thewithdrawaldate":"2025-12-01","aitm_status_called":"2026-05-21T10:02:08-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"No conversation happened.","aitm_callsummarytitle":"Voicemail Reached","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"ended","session_id":"call_cba1ddad0d0c6e3cad9dc662bfe","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cba1ddad0d0c6e3cad9dc662bfe","number_of_total_call_attempts":"7"}},"seriesid":"163"}
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{"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":"2025-11-09","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","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"39822","email":"xquesada@toromont.com","first_name":"Xyrah","last_name":"Quesada","phone":"6476123803","orgname":"Toromont, Division of Toromont Industries","customer_acct_name":"Toromont, Division of Toromont Industries","tags":"npiAlert3, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Xyrah Victoria Quesada, PCP","language":"English","canceldate":"2023-10-20","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"CORP","new_member_date_2":"2020-12-02","cert_status":"ACTIVE","phone_2":"6476364695","province":"ON","zerobounce_reason":"catch-all","lead_status":"Renewed Lapsed","intcode":"99","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"261486","organization_id":"6749","blocnote":"July 2 2025 vm\r\nSept 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T15:14:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2507695","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","date_of_renewal_identification":"2026-05-28","last_act_type":"2026-12-01","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2018-07-03","pf1_status":"P","pf1_completion_date":"2021-03-22","pf2_status":"P","pf2_completion_date":"2021-08-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-06-14","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507695","old_do_id":"L25P01172","npi_email_temp":"xquesada@toromont.com","pcl_completion_date_5":"2023-07-03","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","corp_cancel_date":"1998-09-30","company_status":"A"}},"seriesid":"163"}
{"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":"260522 Lapsed DEL","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":"2026-02-19","company_paid_thru":"2026-06-30","number_of_passed_courses":"0","date_of_renewal_identification":"2026-05-28","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","latest_paid_thru":"2026-06-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40571","email":"zhang.jennifer@gmail.com","first_name":"Jennifer","last_name":"Zhang","phone":"6047186485","orgname":"Westport Fuel Systems Canada Inc.","customer_acct_name":"Westport Fuel Systems Canada Inc.","tags":"250709 phone cannot be recovered","ip4":"127.0.0.1","fields":{"individual_id":"65757","full_name":"Jennifer Zhang, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2025-05-02","coidnewmbrdate":"2011-03-09","city_1":"Vancouver","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"6047797868","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"ACTIVE","date_of_renewal_identification":"2025-06-12","canceldate":"2021-03-02","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-07-18T11:15:00-04:00","old_int_code":"24","pds_july":"13","cpa_certification":"PCP","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2507760","temp_intcode_for_auto_old_int_code":"99","pds_august":"13","pds_september":"13","last_infoline_date_type":"2025-09-18","last_act_type":"2026-01-05","pcl_status":"P","pcl_completion_date":"2011-06-13","pf1_status":"P","pf1_completion_date":"2012-01-12","pf2_status":"P","pf2_completion_date":"2013-03-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-03-25","number_of_passed_courses":"4","pds_october":"14","trc":"True","wera":"False","pcp_we":"EXEMPTED","pds_november":"14","old_do_id":"L25O00931","npi_email_temp":"zhang.jennifer@gmail.com","pcl_completion_date_5":"2016-06-13","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02"}},"seriesid":"163"}
{"contact":{"id":"37282","email":"sabrinaattouche27@gmail.com","first_name":"Sabrina","last_name":"Attouche","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sabrina Attouche","language":"French","canceldate":"2024-04-02","cpa_certification":"SCP","time_zone":"2","area_code":"438","members_type":"CAND","do_id":"L25C00891","new_member_date_2":"2019-02-27","cert_status":"PENDING","phone_2":"4389314982","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"273488","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C00891","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-03-04","pcl_status":"P","pcl_completion_date":"2019-06-25","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":"2019-08-08","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"sabrinaattouche27@gmail.com","pcl_completion_date_5":"2024-06-25","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"42957","email":"sherri.pelk@mintsmartwash.com","first_name":"Sherri","last_name":"Pelk","phone":"4038096514","orgname":"Mint Operations","customer_acct_name":"Mint Operations","tags":"241016 CDN, 250205 AST Members, WRA250820, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026","ip4":"0.0.0.0","fields":{"region":"CDN","no_email_solicitation":"False","pds_march":"12","sendaprilemail":"Yes","sendpreexpirationemail":"2025-05-05T11:59:00-04:00","nationalconferenceattend":"No","pds_july":"12","individual_id":"38647","full_name":"Sherri Pelk","members_type":"AST","lead_status":"Renewed AST","do_id":"AST2150","new_member_date_2":"2010-03-09","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"403","phone_2":"4038096514","old_do_id":"L25A01657","intcode":"06","date_of_renewal_identification":"2025-08-21","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","canceldate":"2025-05-02","paid_thru":"2026-07-31","cert_status":"PENDING","pds_august":"12","temp_do_id_for_auto_old_do_id":"AST2150","temp_intcode_for_auto_old_int_code":"06","cpa_certification":"PCP","sendseptemail":"2025-09-23T12:29:00-04:00","blocnote":"May 13 2026 vm","sendaidate":"2025-09-23T12:29:06-04:00","extension_phone_1":"","email2":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T12:32:00-04:00","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"","old_int_code":"31","last_engaged_date":"2025-10-15","pds_september":"12","last_infoline_date_type":"2023-08-30","last_act_type":"2025-08-15","telemarketing_call_date":"2026-05-13","pcl_status":"P","pcl_completion_date":"2019-11-21","pf1_status":"P","pf1_completion_date":"2021-08-29","pf2_status":"P","pf2_completion_date":"2020-06-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-03-15","number_of_passed_courses":"4","pds_october":"12","trc":"True","wera":"False","pds_november":"12","npi_email_temp":"sherri.pelk@mintsmartwash.com","pcl_completion_date_5":"2024-11-21","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"40504","email":"pfransen@tcco.com","first_name":"Kelli","last_name":"Walls","phone":"5136321457","orgname":"Canadian Turner Construction Ltd.","customer_acct_name":"Canadian Turner Construction Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"282140","full_name":"Kelli Walls","members_type":"CORP","do_id":"L25O00898","lead_status":"Lapsed Member","coidnewmbrdate":"2024-03-22","city_1":"Cincinnati","province":"BC","language":"English","time_zone":"2","area_code":"513","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T11:41:00-04:00","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00898","temp_intcode_for_auto_old_int_code":"6","organization_id":"283048","phone_2":"5136321457","last_infoline_date_type":"2024-01-04","last_act_type":"2024-01-04","blocnote":"LN \/ 06 October 2025 VM","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pfransen@tcco.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40593","email":"lynngarden@gmail.com","first_name":"Lynn","last_name":"Garden","phone":"5195700003","orgname":"Waterloo Region District School Board","customer_acct_name":"Waterloo Region District School Board","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"273980","full_name":"Lynn Garden","members_type":"PRO","do_id":"L25P01627","lead_status":"Lapsed Member","new_member_date_2":"2019-03-12","city_1":"Paris","province":"ON","language":"English","time_zone":"2","area_code":"519","extension_phone_1":"4228","phone_2":"5197458694","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN_CPE","canceldate":"2025-05-02","intcode":"0","blocnote":"July 8 2025 vm\r\nJuly 8 call 2nd line\r\nLN Sept 15 2025 vm\n2026 May 19 call reached human at Waterloo Region District School Board but Lynn not connected before hangup\n2026 May 21 called Waterloo Region District School Board, spoke with Erin in HR, no Lynn Garden at this extension","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:02:04-04:00","cpa_certification":"PCP","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25P01627","temp_intcode_for_auto_old_int_code":"08","last_conf_date_type":"2020-06-17","last_act_type":"2025-04-30","pcl_status":"P","pcl_completion_date":"2019-09-03","pf1_status":"P","pf1_completion_date":"2020-11-22","pf2_status":"P","pf2_completion_date":"2021-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-21","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"lynngarden@gmail.com","pcl_completion_date_5":"2024-09-03","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","thewithdrawaldate":"2025-05-02","aitm_status_called":"2026-05-21T11:02:04-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called the Waterloo Region District School Board and spoke with a representative named Erin in Human Resources. The agent asked to speak with Lynn Garden, but Erin informed that Lynn Garden is not at that extension. The call ended after the agent thanked Erin for her help.","aitm_callsummarytitle":"No contact found for Lynn Garden","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2e5975d8f69379514da796f23d9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2e5975d8f69379514da796f23d9","number_of_calls_reached":"2","notrenewedwanttorenew":"No"}},"seriesid":"163"}
{"contact":{"id":"40606","email":"jemimahcalapini@gmail.com","first_name":"Jemimah","last_name":"Calapini","phone":"7782230665","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":"334582","full_name":"Jemimah Calapini","members_type":"CAND","do_id":"L25C04689","lead_status":"Lapsed Member","new_member_date_2":"2024-02-27","city_1":"Surrey","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7782230665","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04689","last_act_type":"2024-02-27","pcl_status":"P","pcl_completion_date":"2024-06-04","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 17 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T18:03:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"jemimahcalapini@gmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"37865","email":"chrishsiang@gmail.com","first_name":"Chris","last_name":"Hsiang","phone":"6045927839","orgname":"FortisBC Energy Inc.","customer_acct_name":"FortisBC Energy Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Chris Hsiang, CPHR","language":"English","canceldate":"2024-02-03","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P00725","new_member_date_2":"2017-12-06","pds_april":"1","cert_status":"WITHDRAWN","phone_2":"6047638282","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"189729","intcode":"06","blocnote":"June 16 2025 vm\r\nSept 3 2025 vm\n2026 May 12 call reached voicemail at Energy Solutions\n2026 May 12 call reached voicemail, no contact made\n2026 May 14 - Reached voicemail\/automated message: contact unavailable to take call\n2026 May 14 - Reached voicemail on Chris's cell phone; no message left\n2026 May 19 reached voicemail for Christopher Shaw\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 reached voicemail for Christopher Shung at Energy Solutions\n2026 May 21 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:08-04:00","pds_july":"1","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25P00725","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_act_type":"2024-03-05","pcl_status":"P","pcl_completion_date":"2012-03-13","pf1_status":"P","pf1_completion_date":"2012-05-23","pf2_status":"P","pf2_completion_date":"2012-10-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-06-19","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"chrishsiang@gmail.com","pcl_completion_date_5":"2017-03-13","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","thewithdrawaldate":"2024-02-03","aitm_status_called":"2026-05-21T12:47:10-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went to voicemail immediately upon dialing.","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","session_id":"call_f17994feafecc0fc45cecf9c78d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f17994feafecc0fc45cecf9c78d","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact not reached; reason unknown","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"41867","email":"inderpalkaur07@gmail.com","first_name":"Inderpal","last_name":"Kaur","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"312666","full_name":"Inderpal Kaur","lead_status":"Refused","do_id":"L25C05319","members_type":"CAND","new_member_date_2":"2022-05-05","city_1":"Surrey","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7788837300","intcode":"21","pipeline_2_members_only_ast":"","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":"L25C05319","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-04-30","pcl_status":"P","pcl_completion_date":"2022-09-18","pf1_status":"F","pf1_completion_date":"2024-08-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-01-17","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"inderpalkaur07@gmail.com","pcl_completion_date_5":"2027-09-18","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"38626","email":"elainee.reyes@gmail.com","first_name":"Elaine","last_name":"Reyes","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13","ip4":"10.13.142.232","fields":{"full_name":"Elaine Reyes, PLP","language":"English","canceldate":"2024-12-04","cpa_certification":"CPM","time_zone":"4","area_code":"780","members_type":"PRO","new_member_date_2":"2022-10-28","pds_april":"1","cert_status":"ACTIVE","phone_2":"7802352262","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"243328","intcode":"99","blocnote":"June 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T12:11:00-04:00","pds_july":"1","paid_thru":"2027-02-28","date_of_renewal_identification":"2026-03-10","temp_do_id_for_auto_old_do_id":"AST02887","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","pds_september":"1","last_infoline_date_type":"2024-01-03","last_act_type":"2026-09-03","old_do_id":"AST02887","pipeline_2_members_only_ast":"","pcl_status":"P","pcl_completion_date":"2019-08-19","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":"2020-05-13","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"elainee.reyes@gmail.com","ai_entered_date":"2026-03-10","telemarketing_call_date":"2025-06-19","old_int_code":"6","pcl_completion_date_5":"2024-08-19","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"41917","email":"ssameerashaikh88@gmail.com","first_name":"Sameera","last_name":"Shaikh","phone":"5873365270","orgname":"Integrated Accounting and Business Solutions","customer_acct_name":"Integrated Accounting and Business Solutions","tags":"WR250716, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Sameera Shaikh","members_type":"CORP","coidnewmbrdate":"2024-02-05","city_1":"Edmonton","province":"AB","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2027-01-31","individual_id":"352388","organization_id":"334038","language":"English","last_infoline_date_type":"2026-08-01","last_act_type":"2026-08-01","company_paid_thru":"2027-01-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507307","temp_do_id_for_auto_old_do_id":"LB2507307","npi_email_temp":"ssameerashaikh88@gmail.com","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"45896","email":"jastleford@bcadventist.ca","first_name":"Julie","last_name":"Astleford","phone":"6048535451","orgname":"Seventh-day Adventist Church (BC Conference)","customer_acct_name":"Seventh-day Adventist Church (BC Conference)","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"273177","full_name":"Julie Astleford","members_type":"CORP","paid_thru":"2023-07-31","organization_id":"9584","trc":"False","wera":"False","province":"BC","last_act_type":"2019-02-21","language":"English","corp_cancel_date":"2023-10-03","do_id":"L25O3104","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3104","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"jastleford@bcadventist.ca","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","company_paid_thru":"2023-07-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39834","email":"jeremychangzm@gmail.com","first_name":"Zhanming","last_name":"Chang","phone":"4163330930","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Zhanming Chang","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C04148","new_member_date_2":"2023-08-30","phone_2":"4163330930","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328653","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04148","last_act_type":"2023-08-29","pcl_status":"F","pcl_completion_date":"2023-11-27","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"07","blocnote":"LNC Dec 2 2025 busy call back","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T13:36:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"07","npi_email_temp":"jeremychangzm@gmail.com","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"44416","email":"maria.li7120@gmail.com","first_name":"Maria","last_name":"Li","phone":"4169244640","orgname":"Children's Aid Society of Toronto","customer_acct_name":"Children's Aid Society of Toronto","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341999","full_name":"Maria Li","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-08","paid_thru":"2025-08-31","phone_2":"6476087120","province":"ON","last_act_type":"2024-10-10","language":"English","do_id":"L25C8212","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8212","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"maria.li7120@gmail.com","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"38570","email":"93212701@qq.com","first_name":"Ni","last_name":"Zhang","phone":"2043330572","orgname":"Red River College Polytechnic","customer_acct_name":"Red River College Polytechnic","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ni Zhang","language":"English","canceldate":"2024-05-02","time_zone":"3","area_code":"204","members_type":"CAND","new_member_date_2":"2023-03-03","phone_2":"2043330572","province":"MB","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322310","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03351","last_act_type":"2023-07-19","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"F","pf1_completion_date":"2023-07-26","number_of_passed_courses":"1","blocnote":"LNC \/ 17 November 2025 She is not doing payroll right now","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T10:26:00-05:00","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":"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":"Native","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"93212701@qq.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"01","old_do_id":"L25C03351","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
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{"contact":{"id":"37820","email":"f.cornish@me.com","first_name":"Faye","last_name":"Cornish","phone":"6045748408","orgname":"ESC Automation Inc.","customer_acct_name":"ESC Automation Inc.","tags":"250620 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Faye Cornish","language":"English","canceldate":"2023-03-02","cpa_certification":"CPM","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P00472","new_member_date_2":"2004-01-05","pds_april":"7","cert_status":"WITHDRAWN","phone_2":"6045760790","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"71311","intcode":"21","blocnote":"16 June 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-06-16T12:51:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"7","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25P00472","temp_intcode_for_auto_old_int_code":"21","pds_august":"7","pds_september":"7","last_infoline_date_type":"2018-07-05","last_act_type":"2023-05-31","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"f.cornish@me.com","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"45887","email":"shelley.bell@career.college","first_name":"Cassandra","last_name":"Fyfe","phone":"6048503523","orgname":"Vancouver Career College","customer_acct_name":"Vancouver Career College","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"244881","full_name":"Cassandra Fyfe","members_type":"CORP","paid_thru":"2025-06-30","organization_id":"210564","trc":"False","wera":"False","province":"BC","last_act_type":"2018-06-19","language":"English","corp_cancel_date":"2025-09-03","do_id":"L25O2882","number_of_passed_courses":"0","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":"L25O2882","npi_email_temp":"shelley.bell@career.college","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","company_paid_thru":"2025-06-30","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"42949","email":"doralynnpatton@hotmail.com","first_name":"Dora","last_name":"Patton","phone":"4166339670","orgname":"Seneca College of Applied Arts & Technology","customer_acct_name":"Seneca College of Applied Arts & Technology","tags":"Zerobounce indication, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"302556","full_name":"Dora L Patton, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2021-06-25","city_1":"Keswick","province":"ON","language":"English","extension_phone_1":"x11031","time_zone":"2","area_code":"905","phone_2":"9057153667","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"LB2504993","paid_thru":"2026-05-31","organization_id":"6974","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2021-10-10","pf1_status":"P","pf1_completion_date":"2022-05-01","pf2_status":"P","pf2_completion_date":"2023-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-07-28","cpa_certification":"PCP","last_act_type":"2026-12-01","last_infoline_date_type":"2024-08-23","company_paid_thru":"2026-10-31","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"L25P02143","npi_email_temp":"doralynnpatton@hotmail.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"45951","email":"no-email637@ler.com","first_name":"Lela","last_name":"May","phone":"4034523101","orgname":"Seltrek Electrical Solutions","customer_acct_name":"Seltrek Electrical Solutions","tags":"LER_dummy, 251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"330094","full_name":"Lela May","members_type":"CORP","paid_thru":"2024-08-31","organization_id":"317028","trc":"False","wera":"False","province":"AB","last_act_type":"2024-03-20","language":"English","corp_cancel_date":"2024-11-02","do_id":"L25O4411","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4411","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email637@ler.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","company_paid_thru":"2024-08-31","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"41879","email":"hansimali.herath@gmail.com","first_name":"Hansimali","last_name":"Herath","phone":"7785223150","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":"338106","full_name":"Hansimali Herath","lead_status":"Lapsed Member","do_id":"L25C05326","members_type":"CAND","new_member_date_2":"2024-05-27","city_1":"Delta","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7785223150","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":"L25C05326","last_act_type":"2024-05-24","pcl_status":"F","pcl_completion_date":"2024-10-09","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"07","blocnote":"LNC Dec 2 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T16:08:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"07","npi_email_temp":"hansimali.herath@gmail.com","pcl_completion_date_5":"2029-10-09","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
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{"contact":{"id":"39809","email":"maperkinsdorothy@gmail.com","first_name":"Wendy","last_name":"Webb","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Wendy Webb, PCP","language":"English","canceldate":"2025-01-07","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"PRO","new_member_date_2":"2022-11-25","cert_status":"ACTIVE","phone_2":"7806232695","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"39073","intcode":"06","blocnote":"June 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-30T13:57:00-04:00","paid_thru":"2026-10-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2506261","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2021-12-16","last_conf_date_type":"2021-06-09","last_act_type":"2025-05-10","number_of_passed_courses":"0","trc":"True","wera":"False","do_id":"LB2506261","old_do_id":"L25P00424","npi_email_temp":"maperkinsdorothy@gmail.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"39643","email":"onabanjo23@yahoo.com","first_name":"Olusegun","last_name":"Onabanjo","phone":"5066883445","orgname":"","customer_acct_name":"","tags":"npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Olusegun Onabanjo","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","time_zone":"1","area_code":"506","members_type":"PRO","new_member_date_2":"2023-10-03","cert_status":"WITHDRAWN","phone_2":"5066883445","province":"NB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"298846","intcode":"15","blocnote":"June 30 2025 Survey completed . He is not working at the moment, He said he would have liked NPI to have a stronger mentoring programme.\n2026 May 11 contact requested callback between 8 and 9 AM tomorrow.\n2026 May 12 call initiated, user asked to stay on line, call ended shortly after","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T08:31:42-04:00","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":"Getting experience","notrenewednolongerinpayroll":"No","npichallenges":"Yes","npichallengesspecify":"I was not getting any value so do not think it was worth it.","expectationsnotmet":"Yes","expectationsnotmetspecify":"Mentoring programme","membershipcost":"Yes","membershipcostspecify":"Yes, the cost for courses and webinars.","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"There is no volunteer opportunities so I could not show what I had learned.","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"The payment for events and courses were high.","engagingstrategiesspecify":"A mentoring programme.","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":"2025-09-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P02600","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-01-10","do_id":"L25P02600","old_do_id":"L25P01498","pcl_status":"P","pcl_completion_date":"2021-04-18","pf1_status":"P","pf1_completion_date":"2021-05-17","pf2_status":"P","pf2_completion_date":"2021-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-06-07","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"onabanjo23@yahoo.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30","thewithdrawaldate":"2024-12-04","aitm_status_called":"2026-05-12T08:31:42-04:00","number_of_call_attempts":"0","npi_call_back_date_and_time":"2026-05-12T08:00:00-04:00","npi_call_back_time_hour":"08","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent called to speak with Olusegun regarding their past membership experience with the National Payroll Institute. The user acknowledged the agent and asked to stay on the line, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call initiated but no conversation","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact was busy and requested a callback, no renewal decision made.","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"10","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0b217ca84a4fe8e84f0b199a7f4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0b217ca84a4fe8e84f0b199a7f4","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"40677","email":"bhavneetkaur9797@gmail.com","first_name":"Bhavneet","last_name":"Kaur","phone":"5144650097","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":"335616","full_name":"Bhavneet Kaur","members_type":"CAND","do_id":"L25C04726","lead_status":"Lapsed Member","new_member_date_2":"2024-03-20","city_1":"Calgary","province":"AB","language":"English","time_zone":"2","area_code":"514","phone_2":"5144650097","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04726","last_act_type":"2024-03-19","pcl_status":"F","pcl_completion_date":"2024-06-20","number_of_passed_courses":"0","trc":"False","wera":"False","sendapplicationform":"2025-12-02T14:10:00-05:00","blocnote":"Dec 2 2025 completed with renewal","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T14:13:00-05:00","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":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"Yes","expectationsnotmetspecify":"I expected to receive more support and help to get ready for the exams","membershipcost":"Yes","membershipcostspecify":"I couldn't focus on the courses and they were a little bit expensive","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"18 to 30 years","selfpayrollproficiency":"Native","intcode":"02","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"02","npi_email_temp":"bhavneetkaur9797@gmail.com","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"44502","email":"dbrothers@ihmathers.com","first_name":"Debbie","last_name":"Brothers","phone":"9024295680","orgname":"IH Mathers","customer_acct_name":"IH Mathers","tags":"251202 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"126346","full_name":"Debbie Brothers, PCP","members_type":"PRO","canceldate":"2025-12-02","new_member_date_2":"2017-09-25","paid_thru":"2025-09-30","phone_2":"9024686544","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2008-02-25","pf1_status":"P","pf1_completion_date":"2008-03-11","pf2_status":"P","pf2_completion_date":"2008-04-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-09-09","trc":"False","wera":"False","cpa_certification":"PCP","province":"NS","last_act_type":"2026-10-02","language":"English","last_infoline_date_type":"2022-12-21","pds_november":"6","do_id":"L25P2693","lead_status":"Lapsed Member","time_zone":"1","number_of_passed_courses":"4","temp_do_id_for_auto_old_do_id":"L25P2693","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"LN \/ 09 December 2025 VM\n2026 May 11 call reached voicemail, no contact made\n2026-05-11 invalid phone destination, phone: +19024331667","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:10:00-04:00","temp_intcode_for_auto_old_int_code":"08","npi_email_temp":"dbrothers@ihmathers.com","pcl_completion_date_5":"2013-02-25","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30","thewithdrawaldate":"2025-12-02","aitm_status_called":"2026-05-11T14:21:42-04:00","number_of_call_attempts":"1","npi_transcriptsummary":"The call was made to the contact but went to voicemail and the person was unavailable.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_a67c2abed2411c5df39d6717fa2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a67c2abed2411c5df39d6717fa2","old_int_code":"08"}},"seriesid":"163"}
{"contact":{"id":"41909","email":"cheryl_townsend@live.ca","first_name":"Cheryl","last_name":"Townsend","phone":"9055467296","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":"338064","full_name":"Cheryl Townsend","lead_status":"Lapsed Member","do_id":"L25C05359","members_type":"CAND","new_member_date_2":"2024-05-27","city_1":"Stoney Creek","province":"ON","language":"English","time_zone":"2","area_code":"905","phone_2":"9055467296","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":"L25C05359","last_infoline_date_type":"2024-09-25","last_act_type":"2024-09-25","pcl_status":"F","pcl_completion_date":"2024-08-22","pf1_status":"P","pf1_completion_date":"2024-12-24","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T13:34:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"cheryl_townsend@live.ca","pcl_completion_date_5":"2029-08-22","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"40580","email":"info@fromzerotohero.ca","first_name":"Mohammad","last_name":"Khalil","phone":"6132761957","orgname":"From Zero To Hero Inc.","customer_acct_name":"From Zero To Hero Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"individual_id":"254214","full_name":"Mohammad Khalil","members_type":"PRO","do_id":"L25P01620","lead_status":"Lapsed Member","new_member_date_2":"2017-08-01","city_1":"Ottawa","province":"ON","language":"English","time_zone":"2","area_code":"613","phone_2":"6132761957","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-05-02","intcode":"06","blocnote":"July 8 2025 vm\r\nLN Sept 15 2025 vm\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail immediately\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","cpa_certification":"PCP","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25P01620","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-07-31","pcl_status":"P","pcl_completion_date":"2019-09-30","pf1_status":"P","pf1_completion_date":"2020-01-20","pf2_status":"P","pf2_completion_date":"2020-05-17","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","npi_email_temp":"info@fromzerotohero.ca","pcl_completion_date_5":"2024-09-30","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","thewithdrawaldate":"2025-05-02","aitm_status_called":"2026-05-21T09:57:02-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately upon connection.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fbd2013bcf7db71c46dea6abef2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fbd2013bcf7db71c46dea6abef2","mini_nps":"3","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"42973","email":"nabaa84@yahoo.com","first_name":"Nabaa","last_name":"Abdurazaq","phone":"2265051224","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"do_id":"AST2152","individual_id":"340695","full_name":"Nabaa Abdurazaq","members_type":"AST","new_member_date_2":"2025-08-21","city_1":"Mississauga","province":"ON","language":"English","area_code":"226","lead_status":"Member","phone_2":"2265051224","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":"2026-07-31","sendwelcomeapplicationform":"2025-09-09T13:13:00-04:00","regular_email_change_date":"2025-09-09T13:13:54-04:00","blocnote":"Sept 9 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-09-13T16:55:00-04:00","onesentencenotrenewed":"","intcode":"25","source_of_membership":"Recom","job_title":"BenefitsAdmin","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","temp_do_id_for_auto_old_do_id":"AST2152","temp_intcode_for_auto_old_int_code":"25","sendseptemail":"2025-09-17T13:14:00-04:00","sendaidate":"2025-12-01T10:14:19-05:00","last_act_type":"2025-08-21","telemarketing_call_date":"2025-09-13","pcl_status":"F","pcl_completion_date":"2024-09-10","pf1_status":"P","pf1_completion_date":"2025-02-18","pf2_status":"F","pf2_completion_date":"2024-11-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-08-21","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"nabaa84@yahoo.com","pcl_completion_date_5":"2029-09-10","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"42955","email":"haleytaylor0822@gmail.com","first_name":"Haley","last_name":"Taylor","phone":"6476088282","orgname":"Black & McDonald Ltd.","customer_acct_name":"Black & McDonald Ltd.","tags":"npiAlert12, 250919 NPI LN sent to TM, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"333838","full_name":"Haley Taylor, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2024-01-29","city_1":"Whitby","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6476088282","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"LB2505331","intcode":"99","blocnote":"LN Sept 20 2025 She said she has already renewed and has been added to her company's corporate account.\r\nLN \/ 29 October 2025 NPI #: 333838 - she is sure that she is under her company's membership","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T15:26:00-04:00","temp_intcode_for_auto_old_int_code":"99","old_int_code":"13","paid_thru":"2027-03-31","organization_id":"168972","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2024-05-06","pf1_status":"P","pf1_completion_date":"2024-12-21","pf2_status":"P","pf2_completion_date":"2025-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-05-01","cpa_certification":"PCP","last_act_type":"2026-01-19","last_infoline_date_type":"2025-04-16","company_paid_thru":"2027-03-31","number_of_passed_courses":"4","date_of_renewal_identification":"2026-05-28","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2505331","old_do_id":"L25P02150","canceldate":"2026-01-19","npi_email_temp":"haleytaylor0822@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40620","email":"kelseydunlop1@gmail.com","first_name":"Kelsey","last_name":"Dunlop","phone":"4169238557","orgname":"2469313 Ontario Inc. O\/a Young Associates","customer_acct_name":"2469313 Ontario Inc. O\/a Young Associates","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"282214","full_name":"Kelsey Dunlop, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2024-07-17","coidnewmbrdate":"2003-09-19","city_1":"Saint John","province":"NB","language":"English","time_zone":"2","area_code":"416","phone_2":"5066510198","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"69531","cert_status":"ACTIVE","canceldate":"2025-05-05","intcode":"99","blocnote":"July 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-08T18:24:00-04:00","pipeline_2_members_only_ast":"","cpa_certification":"PCP","temp_do_id_for_auto_old_do_id":"LB2505865","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2026-05-28","old_do_id":"L25O02165","old_int_code":"6","last_act_type":"2026-12-01","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2020-07-19","pf2_status":"P","pf2_completion_date":"2020-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-05-15","number_of_passed_courses":"4","paid_thru":"2026-08-31","trc":"True","wera":"False","pcp_we":"APPROVED","last_infoline_date_type":"2025-11-28","do_id":"LB2505865","npi_email_temp":"kelseydunlop1@gmail.com","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42969","email":"jrousseau@fnx-innov.com","first_name":"","last_name":"","phone":"8195668855","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"phone_2":"8198239564","do_id":"LB2505734","temp_do_id_for_auto_old_do_id":"LB2505734","npi_email_temp":"jrousseau@fnx-innov.com"}},"seriesid":"163"}
{"contact":{"id":"39316","email":"samanthab790@gmail.com","first_name":"Samantha","last_name":"Balakrishna","phone":"6048035906","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Samantha Balakrishna","language":"English","canceldate":"2024-07-03","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P01107","new_member_date_2":"2017-05-25","pds_april":"2","cert_status":"WITHDRAWN","phone_2":"6048035906","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"253140","intcode":"06","blocnote":"June 25 2025 vm\r\nSept 8 2025 She is no longer in payroll. She is in IT now.\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 call reached voicemail.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:07-04:00","pds_july":"2","paid_thru":"2024-04-30","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":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am no longer in payroll, I am now in IT.","hardtoparticipateevents":"No","engagingstrategiesspecify":"More Networking events.","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","temp_do_id_for_auto_old_do_id":"L25P01107","temp_intcode_for_auto_old_int_code":"06","pds_august":"2","pds_september":"2","last_infoline_date_type":"2022-06-24","last_act_type":"2024-04-11","pcl_status":"P","pcl_completion_date":"2017-09-03","pf1_status":"P","pf1_completion_date":"2019-01-21","pf2_status":"P","pf2_completion_date":"2019-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-10-12","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"samanthab790@gmail.com","pcl_completion_date_5":"2022-09-03","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","thewithdrawaldate":"2024-07-03","aitm_status_called":"2026-05-25T14:27:06-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"1","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_939778656ec3413e31bb093e170","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_939778656ec3413e31bb093e170","number_of_total_call_attempts":"2"}},"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","company_paid_thru":"2025-08-31","corp_cancel_date":"2025-08-15","latest_paid_thru":"2025-08-31","formatted_paid_thru":"31\/08\/2025","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37274","email":"mushtaqkadim@yahoo.com","first_name":"Mushtaq","last_name":"Alkadhim","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Mushtaq Alkadhim","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"2","area_code":"226","members_type":"AST","do_id":"L25A01561","new_member_date_2":"2023-08-24","cert_status":"PENDING","phone_2":"2262462448","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"315051","intcode":"06","blocnote":"june 16 2025 vm\n2026-05-08 Dial no answer, phone: +12262462448\n2026-05-11 Dial no answer, phone: +12262462448\n2026-05-13 Dial no answer, phone: +12262462448\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25A01561","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-08-24","pcl_status":"P","pcl_completion_date":"2022-09-25","pf1_status":"P","pf1_completion_date":"2022-10-30","pf2_status":"P","pf2_completion_date":"2022-11-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-08-24","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"mushtaqkadim@yahoo.com","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:26:42-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","old_int_code":"05","session_id":"call_6ee1628860d5f2e3490b1456709","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6ee1628860d5f2e3490b1456709","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
{"contact":{"id":"37251","email":"krag.heidi@gmail.com","first_name":"Heidi","last_name":"Krag","phone":"","orgname":"CRA","customer_acct_name":"CRA","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Heidi Krag","language":"English","canceldate":"2023-09-02","time_zone":"5","area_code":"250","members_type":"AST","do_id":"L25A01559","new_member_date_2":"2022-07-06","phone_2":"2504481777","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"314505","intcode":"06","blocnote":"June 13 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:48-04:00","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A01559","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-09-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"krag.heidi@gmail.com","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T19:23:27-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made but reached voicemail immediately without speaking to a human.","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","session_id":"call_7b3409f3441a927c6142e08a31a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7b3409f3441a927c6142e08a31a","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"38739","email":"sisly7@hotmail.com","first_name":"Kamila","last_name":"Koperda","phone":"6044642603","orgname":"Excel Flooring Inc","customer_acct_name":"Excel Flooring Inc","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Kamila Koperda","language":"English","canceldate":"2024-12-04","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C04031","new_member_date_2":"2023-10-23","phone_2":"7783227458","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327787","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04031","last_act_type":"2023-10-23","pcl_status":"P","pcl_completion_date":"2024-02-05","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T13:47:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"sisly7@hotmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"44523","email":"ibowebb@telus.net","first_name":"Jolene","last_name":"Webb","phone":"2505678205","orgname":"Canadian Forest Products","customer_acct_name":"Canadian Forest Products","tags":"251202 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"268140","full_name":"Jolene Webb, PCP","members_type":"PRO","canceldate":"2025-12-02","new_member_date_2":"2018-10-03","paid_thru":"2025-09-30","phone_2":"2506991207","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2019-02-03","pf1_status":"P","pf1_completion_date":"2019-05-26","pf2_status":"P","pf2_completion_date":"2022-02-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-06-09","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"BC","last_act_type":"2026-02-03","language":"English","lead_status":"Refused","time_zone":"5","number_of_passed_courses":"4","temp_do_id_for_auto_old_do_id":"L25P2708","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"01","blocnote":"LN \/ 04 December 2025 VM\n2026-05-12 Dial no answer, phone: +12505678205\n2026 May 12 - Reached voicemail; no human contact.\n2026-05-14 Dial no answer, phone: +12505678205\n2026 May 14 - Contact answered, chose Initial-value Designation, satisfaction 5, age 46-60, stated membership lapsed because not currently working in payroll.","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T12:36:46-04:00","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"ibowebb@telus.net","pcl_completion_date_5":"2024-02-03","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30","thewithdrawaldate":"2025-12-02","aitm_status_called":"2026-05-14T12:51:40-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"05","retell_call_status":"ended","session_id":"call_1646a92a1795ba8bfc0c39d384d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1646a92a1795ba8bfc0c39d384d","npi_transcriptsummary":"Agent contacted Jolene to discuss a lapsed NPI Professional membership; Jolene answered, selected 'Designation' as initial value, rated satisfaction 5\/5, age 46-60, and said she let membership lapse because she is no longer working in payroll and does not need it currently.","aitm_callsummarytitle":"Lapsed membership \u2014 not in payroll currently","notrenewedwanttorenew":"No","mini_nps":"5","onesentencenotrenewed":"No longer working in payroll after changing employers, so she let the membership lapse.","initialvalue":"Designation","othermemberbenefit":"Not provided","prootherreasonsnottorenew":"Voicemail reached; no reason provided","age_range":"46-60","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","old_do_id":"L25P2708","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37217","email":"tonypang8@outlook.com","first_name":"Ying","last_name":"Pang","phone":"2048800200","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ying Tung Pang","language":"English","canceldate":"2024-02-03","time_zone":"3","area_code":"204","members_type":"CAND","new_member_date_2":"2023-01-03","phone_2":"2048800200","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"319932","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25C03182","last_act_type":"2022-12-26","pcl_status":"P","pcl_completion_date":"2023-04-09","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 13 November 2025 Busy","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T16:41:00-05:00","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":"07","date_of_renewal_identification":"","old_do_id":"L25C03182","npi_email_temp":"tonypang8@outlook.com","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"39870","email":"akelasue@gmail.com","first_name":"Susan","last_name":"Crockford","phone":"","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Susan Crockford","language":"English","canceldate":"2023-09-02","cpa_certification":"PCP","time_zone":"2","area_code":"289","members_type":"PRO","do_id":"L25P00432","new_member_date_2":"2017-07-24","pds_april":"6","cert_status":"WITHDRAWN","phone_2":"2896963759","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"42928","intcode":"21","blocnote":"July 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-02T18:34:00-04:00","pds_july":"6","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":"L25P00432","temp_intcode_for_auto_old_int_code":"21","pds_august":"6","pds_september":"6","last_infoline_date_type":"2020-04-28","last_act_type":"2023-01-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-06-23","number_of_passed_courses":"1","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"akelasue@gmail.com","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"38825","email":"raenamattson@hotmail.com","first_name":"Raena","last_name":"Schindel","phone":"8665267680","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Raena Schindel, PCP","language":"English","canceldate":"2024-11-04","cpa_certification":"PCP","time_zone":"2","area_code":"866","members_type":"CORP","do_id":"","new_member_date_2":"2022-11-03","cert_status":"ACTIVE","phone_2":"5878967280","province":"AB","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"318366","organization_id":"8176","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C03077","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2026-10-03","last_act_type":"2026-10-03","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"P","pf1_completion_date":"2023-07-11","pf2_status":"P","pf2_completion_date":"2023-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-02-13","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"raenamattson@hotmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25C03077","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44445","email":"cspina@99years.ca","first_name":"Carolyn","last_name":"Spina","phone":"4163208415","orgname":"Silver Eagle Property Management Inc.","customer_acct_name":"Silver Eagle Property Management Inc.","tags":"251112 New AST, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"102055","full_name":"Carolyn Spina, CPA,CGA","members_type":"AST","new_member_date_2":"2025-11-06","paid_thru":"2026-10-31","phone_2":"9058579383","pcl_status":"P","pcl_completion_date":"2018-02-04","province":"ON","last_act_type":"2025-07-11","language":"English","last_infoline_date_type":"2024-08-16","do_id":"AST2465","number_of_passed_courses":"1","time_zone":"2","temp_do_id_for_auto_old_do_id":"AST2465","lead_status":"Member","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member to be called","trc":"True","wera":"False","pds_november":"2","sendwelcomeapplicationform":"2025-12-04T10:10:00-05:00","blocnote":"Dec 4 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T10:12:00-05:00","onesentencenotrenewed":"","intcode":"25","source_of_membership":"Recom","job_title":"Controller","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":"46-60","temp_intcode_for_auto_old_int_code":"25","telemarketing_call_date":"2025-12-04","npi_email_temp":"cspina@99years.ca","pcl_completion_date_5":"2023-02-04","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"45949","email":"donna.josey@sam.biz","first_name":"Donna","last_name":"Josey","phone":"5126853512","orgname":"SAM-Canada Inc.","customer_acct_name":"SAM-Canada Inc.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"327926","full_name":"Donna Josey","members_type":"CORP","paid_thru":"2025-07-31","organization_id":"315407","trc":"False","wera":"False","province":"TX","last_act_type":"2025-09-29","language":"English","corp_cancel_date":"2025-10-01","do_id":"L25O3881","number_of_passed_courses":"0","time_zone":"3","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":"L25O3881","npi_email_temp":"donna.josey@sam.biz","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","company_paid_thru":"2025-07-31","blocnote":"May 28 vm","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38743","email":"djaihes@yahoo.fr","first_name":"Jaunel","last_name":"Joseph","phone":"4384838336","orgname":"S\u00e9curit\u00e9 Polygon","customer_acct_name":"S\u00e9curit\u00e9 Polygon","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jaunel Joseph","language":"French","canceldate":"2024-11-02","time_zone":"2","area_code":"438","members_type":"CAND","do_id":"L25C03606","new_member_date_2":"2023-09-07","phone_2":"4384838336","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"324535","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C03606","last_act_type":"2024-08-26","pcl_status":"P","pcl_completion_date":"2023-12-20","pf1_status":"F","pf1_completion_date":"2024-12-18","number_of_passed_courses":"1","intcode":"16","blocnote":"","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:48:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"True","wera":"False","npi_email_temp":"djaihes@yahoo.fr","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"37780","email":"mvalentinasima@gmail.com","first_name":"Mariana","last_name":"Sima","phone":"7067164938","orgname":"1591922 Alberta Ltd.","customer_acct_name":"1591922 Alberta Ltd.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Mariana Valentina Sima, Master Public Admini","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","time_zone":"2","area_code":"706","members_type":"PRO","do_id":"L25P00718","new_member_date_2":"2011-08-15","cert_status":"WITHDRAWN","phone_2":"7067164938","province":"GA","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"188293","intcode":"21","blocnote":"June 16 2025 vm\r\nSept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T17:20:00-04:00","paid_thru":"2024-07-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P00718","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-10-29","pcl_status":"P","pcl_completion_date":"2011-12-06","pf1_status":"P","pf1_completion_date":"2012-03-28","pf2_status":"P","pf2_completion_date":"2012-08-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-11-19","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"mvalentinasima@gmail.com","pcl_completion_date_5":"2016-12-06","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"42970","email":"anne-s.lessard@portquebec.ca","first_name":"Anne-Sophie","last_name":"Lessard","phone":"4182085322","orgname":"Administration Portuaire de Qu\u00e9bec","customer_acct_name":"Administration Portuaire de Qu\u00e9bec","tags":"250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"do_id":"AST2161","individual_id":"354024","full_name":"Anne-Sophie Lessard","members_type":"AST","new_member_date_2":"2025-08-21","city_1":"Qu\u00e9bec","province":"QC","language":"French","area_code":"418","lead_status":"Member","phone_2":"4182085322","time_zone":"2","pipeline_2_members_only_ast":"Ongoing member to be called","pipeline_1_lapsed_members":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"AST2161","last_infoline_date_type":"2025-08-10","last_act_type":"2025-08-10","blocnote":"ai. 21 olct 2025 bv\r\ncompleter 28 oct 2025","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T11:27:00-04:00","intcode":"31","temp_intcode_for_auto_old_int_code":"31","telemarketing_call_date":"2025-10-30","sendaigeneral":"2025-10-28T09:38:00-04:00","sendoctoberemail":"2025-10-28T09:38:40-04:00","sendaidatefr":"2025-12-01T10:13:35-05:00","last_engaged_date":"2025-10-28","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-30T11:27:00-04:00","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":"anne-s.lessard@portquebec.ca","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"40551","email":"mroul@leaguedata.ca","first_name":"Marsha","last_name":"Roul","phone":"9022298155","orgname":"League Data Ltd.","customer_acct_name":"League Data Ltd.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"263435","full_name":"Marsha Roul","members_type":"PRO","lead_status":"Refused","new_member_date_2":"2019-03-22","coidnewmbrdate":"2023-03-20","city_1":"Bedford","province":"NS","language":"English","time_zone":"1","area_code":"902","phone_2":"9022298155","pipeline_1_lapsed_members":"Refused Lapsed","organization_id":"322940","cert_status":"WITHDRAWN","canceldate":"2020-06-01","intcode":"06","blocnote":"July 16 2025 vm\r\nLN Oct 1 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T10:58:00-04:00","cpa_certification":"PCP","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"LB2506524","temp_intcode_for_auto_old_int_code":"06","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25O00921","last_infoline_date_type":"2024-08-23","last_act_type":"2024-08-23","pcl_status":"P","pcl_completion_date":"2018-07-22","pf1_status":"P","pf1_completion_date":"2018-08-20","pf2_status":"P","pf2_completion_date":"2018-11-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-09-06","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506524","npi_email_temp":"mroul@leaguedata.ca","pcl_completion_date_5":"2023-07-22","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38776","email":"jaspreeetrai@gmail.com","first_name":"Jaspreet","last_name":"Bains","phone":"6043156243","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jaspreet Bains","language":"English","canceldate":"2025-02-04","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C04528","new_member_date_2":"2023-12-15","phone_2":"6043156243","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"332510","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C04528","last_act_type":"2023-12-14","pcl_status":"F","pcl_completion_date":"2024-03-27","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:29:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jaspreeetrai@gmail.com","pcl_completion_date_5":"2029-03-27","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"43008","email":"ceciliasycheung@gmail.com","first_name":"Siu","last_name":"Cheung","phone":"6046299688","orgname":"Lao Feng Xiang Jewelry Canada Inc.","customer_acct_name":"Lao Feng Xiang Jewelry Canada Inc.","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"350367","full_name":"Siu Yan Cheung","members_type":"CAND","new_member_date_2":"2025-08-22","city_1":"West Vancouver","province":"BC","language":"English","area_code":"604","lead_status":"Renewed Lapsed","phone_2":"2365918288","time_zone":"5","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":"LB2504691","last_act_type":"2025-08-22","pcl_status":"P","pf1_status":"F","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcl_completion_date":"2025-12-02","old_do_id":"L25C05798","pf1_completion_date":"2026-01-18","npi_email_temp":"ceciliasycheung@gmail.com","pcl_completion_date_5":"2030-12-02","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"40524","email":"m.meredith13@gmail.com","first_name":"Michelle","last_name":"Meredith","phone":"4037234166","orgname":"Divine Hardwood Flooring","customer_acct_name":"Divine Hardwood Flooring","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"323005","full_name":"Michelle Meredith","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-03-22","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"403","phone_2":"4038297748","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04647","last_infoline_date_type":"2025-01-29","last_act_type":"2025-01-29","pcl_status":"P","pcl_completion_date":"2023-07-18","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T11:06:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"m.meredith13@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C04647","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"39270","email":"yusiu777@yahoo.com","first_name":"Elaine","last_name":"Madrazo","phone":"4163933662","orgname":"Toronto Transit Commission","customer_acct_name":"Toronto Transit Commission","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Elaine Madrazo, PLP","language":"English","canceldate":"2024-07-30","cpa_certification":"CPM","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2021-09-29","cert_status":"ACTIVE","phone_2":"9052509734","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"126159","organization_id":"5474","intcode":"99","blocnote":"June 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T10:22:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2507738","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2507738","old_int_code":"6","last_act_type":"2026-12-01","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2008-06-16","pf1_status":"P","pf1_completion_date":"2008-12-13","pf2_status":"P","pf2_completion_date":"2009-06-16","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":"yusiu777@yahoo.com","pcl_completion_date_5":"2013-06-16","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39288","email":"sarvanigali@gmail.com","first_name":"Sarvani","last_name":"Gali","phone":"9055017800","orgname":"Rexall Pharmacy Group Ltd","customer_acct_name":"Rexall Pharmacy Group Ltd","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Sarvani Gali","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","extension_phone_1":"6348","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25P01104","new_member_date_2":"2017-04-27","cert_status":"WITHDRAWN_CPE","phone_2":"6476678766","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"252365","intcode":"03","blocnote":"June 25 2025 vm\r\nLN \/ 02 October 2025 VM\n2026 May 25 contact at Rexall Pharmacy Group could not locate Sarvani Gali; advised to call pharmacy directly","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:06-04:00","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25P01104","temp_intcode_for_auto_old_int_code":"03","last_infoline_date_type":"2023-01-30","last_conf_date_type":"2021-06-09","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2017-07-30","pf1_status":"P","pf1_completion_date":"2017-11-20","pf2_status":"P","pf2_completion_date":"2018-04-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-10-14","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sarvanigali@gmail.com","pcl_completion_date_5":"2022-07-30","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","thewithdrawaldate":"2024-06-04","aitm_status_called":"2026-05-25T12:07:06-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Sarvani Gali at Rexall Pharmacy Group but the contact person was not found. The agent confirmed the name spelling and asked for a better time to call back, but was advised to call the pharmacy directly. The call ended with the agent agreeing to try again later.","aitm_callsummarytitle":"Unable to Locate Contact at Rexall Pharmacy","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9d25d1fa8de4a1d1256f53f2a3f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9d25d1fa8de4a1d1256f53f2a3f","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37123","email":"shelbylynnmichelle@gmail.com","first_name":"Shelbylynn","last_name":"Gill","phone":"7094864679","orgname":"Gills Construction","customer_acct_name":"Gills Construction","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Shelbylynn Gill","language":"English","canceldate":"2023-01-05","time_zone":"1","area_code":"709","members_type":"AST","do_id":"L25A01547","new_member_date_2":"2021-10-27","phone_2":"7094864679","province":"NL","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"305963","blocnote":"June 16 2025 completed\n2026 May 08 call went to voicemail, no contact reached\n2026 May 08 call started, agent introduced herself but call disconnected early by user.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T09:06:43-04:00","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 not doing 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":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A01547","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-10-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"shelbylynnmichelle@gmail.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T09:21:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Shelbylynn and introduced herself, beginning to discuss the National Payroll Institute Associate membership before the call was disconnected by the user shortly after.","aitm_callsummarytitle":"Call started but disconnected 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","session_id":"call_4b3fa078ae351c27701d6fa6afb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4b3fa078ae351c27701d6fa6afb","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"41227","email":"mirynaspeta@yahoo.com","first_name":"Mirela","last_name":"Raduta","phone":"2504132105","orgname":"National Hearing Services","customer_acct_name":"National Hearing Services","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"115009","full_name":"Mirela Raduta, PLP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2022-08-19","coidnewmbrdate":"2004-09-27","city_1":"Toronto","province":"ON","language":"English","time_zone":"5","area_code":"250","phone_2":"4166220860","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2011-04-05","cert_status":"ACTIVE","pds_july":"4","cpa_certification":"CPM","paid_thru":"2026-07-31","intcode":"99","blocnote":"Aug 18 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T14:43:00-04:00","date_of_renewal_identification":"2025-09-02","temp_do_id_for_auto_old_do_id":"LB2506478","temp_intcode_for_auto_old_int_code":"99","organization_id":"83352","pds_august":"4","old_int_code":"7","pds_september":"4","last_infoline_date_type":"2025-01-20","last_conf_date_type":"2009-06-09","last_act_type":"2026-12-01","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2007-07-17","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":"2008-03-27","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pds_november":"4","old_do_id":"L25P01905","npi_email_temp":"mirynaspeta@yahoo.com","pcl_completion_date_5":"2012-07-17","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39472","email":"mnguyen@thrivegroup.ca","first_name":"Michael","last_name":"Nguyen","phone":"2893098477","orgname":"Thrive Group","customer_acct_name":"Thrive Group","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Michael Nguyen, PCP","language":"English","canceldate":"2023-02-02","cpa_certification":"PCP","time_zone":"2","area_code":"289","members_type":"CORP","do_id":"","new_member_date_2":"2021-01-04","cert_status":"ACTIVE","phone_2":"9057304837","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"296251","organization_id":"308983","intcode":"99","blocnote":"June 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-26T09:34:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25P01481","temp_intcode_for_auto_old_int_code":"99","old_int_code":"21","last_act_type":"2026-12-01","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2021-10-03","pf2_status":"P","pf2_completion_date":"2022-06-20","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","npi_email_temp":"mnguyen@thrivegroup.ca","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","date_of_renewal_identification":"","old_do_id":"L25P01481","company_status":"A"}},"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":"","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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"41149","email":"rose_gonzales@sfu.ca","first_name":"Mary","last_name":"Gonzales","phone":"6042914018","orgname":"Simon Fraser University","customer_acct_name":"Simon Fraser University","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"117658","full_name":"Mary Rose Gonzales, PLP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2023-08-17","organization_id":"5429","coidnewmbrdate":"1979-06-01","city_1":"Surrey","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"7788698289","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","canceldate":"2025-06-05","cert_status":"ACTIVE","pds_july":"8","cpa_certification":"CPM","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2507016","pds_august":"8","old_do_id":"LB2507016","pds_september":"8","last_infoline_date_type":"2026-05-02","last_conf_date_type":"2022-06-08","last_act_type":"2026-05-02","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2008-12-04","pf1_status":"P","pf1_completion_date":"2009-06-29","pf2_status":"P","pf2_completion_date":"2009-11-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-01-15","number_of_passed_courses":"4","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"rose_gonzales@sfu.ca","pcl_completion_date_5":"2013-12-04","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37095","email":"paulaollier@gmail.com","first_name":"Paula","last_name":"Ollier","phone":"9055285877","orgname":"Good Shepherd Non-Profit Homes","customer_acct_name":"Good Shepherd Non-Profit Homes","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Paula Ollier","language":"English","canceldate":"2023-02-02","extension_phone_1":"2234","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01361","new_member_date_2":"2020-12-02","phone_2":"9059457797","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"295349","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01361","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-03-10","pcl_status":"P","pcl_completion_date":"2021-04-07","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"paulaollier@gmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"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","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"37843","email":"enabil100@gmail.com","first_name":"Ehab","last_name":"Ghbrial","phone":"6393847141","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ehab Ghbrial","language":"English","canceldate":"2024-08-02","time_zone":"3","area_code":"639","members_type":"CAND","do_id":"","new_member_date_2":"2023-05-31","phone_2":"6393847141","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"325359","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03705","last_act_type":"2023-05-31","pcl_status":"F","pcl_completion_date":"2023-10-11","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T16:10:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"enabil100@gmail.com","pcl_completion_date_5":"2028-10-11","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","old_int_code":"07","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03705"}},"seriesid":"163"}
{"contact":{"id":"41164","email":"ltamila@ymail.com","first_name":"Tamila","last_name":"Liakhova","phone":"6475186419","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, npiAlert18, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"249664","full_name":"Tamila Liakhova","members_type":"AST","lead_status":"Member","do_id":"AST2011","new_member_date_2":"2025-06-10","city_1":"Oakville","province":"ON","language":"English","time_zone":"3","area_code":"647","phone_2":"6475186419","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Pre-membership expiration","cert_status":"PENDING","blocnote":"May 5 2026 vm\r\nMay 11 2026 Survey completed send webinars email and application\r\nMay 29 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-29T10:32:00-04:00","intcode":"02","sendwelcomeapplicationform":"2025-07-14T12:38:00-04:00","onesentencenotrenewed":"","source_of_membership":"Recom","job_title":"Accountant","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":"31-45","cpa_certification":"PCP","paid_thru":"2026-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST2011","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2025-10-06","telemarketing_call_date":"2025-07-14","pcl_status":"P","pcl_completion_date":"2017-02-19","pf1_status":"P","pf1_completion_date":"2017-03-27","pf2_status":"P","pf2_completion_date":"2017-04-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","sendaidate":"2025-12-01T10:14:04-05:00","npi_email_temp":"ltamila@ymail.com","apx_entered_date":"2026-04-16","old_int_code":"06","pcl_completion_date_5":"2022-02-19","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","mini_nps":"5","testimonial":"NA","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-11T15:16:00-04:00","sendapxapplicationform":"2026-05-11T15:17:00-04:00"}},"seriesid":"163"}
{"contact":{"id":"42995","email":"shllove73a@gmail.com","first_name":"Jiwon","last_name":"Shin","phone":"","orgname":"","customer_acct_name":"","tags":"Zerobounce indication","ip4":"0.0.0.0","fields":{"individual_id":"354201","full_name":"Jiwon Shin","members_type":"CAND","new_member_date_2":"2025-08-26","city_1":"Vancouver","province":"BC","language":"English","area_code":"236","lead_status":"Renewed Lapsed","phone_2":"2369795165","time_zone":"5","zerobounce_reason":"abuse","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":"LB2507221","last_act_type":"2025-08-26","pcl_status":"P","number_of_passed_courses":"2","pcl_completion_date":"2025-11-12","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pf1_status":"P","old_do_id":"L25C05783","npi_email_temp":"shllove73a@gmail.com","pf1_completion_date":"2026-03-25","pcl_completion_date_5":"2030-11-12","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"39815","email":"daahiryalax@outlook.com","first_name":"Dahir","last_name":"Mohamud","phone":"7786503074","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Dahir Ahmed Mohamud","language":"English","canceldate":"2024-10-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C04145","new_member_date_2":"2023-08-30","phone_2":"7786503074","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328622","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04145","last_act_type":"2023-08-29","pcl_status":"P","pcl_completion_date":"2024-02-26","pf1_status":"P","pf1_completion_date":"2024-11-19","pf2_status":"P","pf2_completion_date":"2024-08-22","number_of_passed_courses":"3","intcode":"07","blocnote":"Nov 7 2025 vm\r\nLNC Dec 15 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T12:13:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"07","trc":"True","wera":"False","old_int_code":"06","npi_email_temp":"daahiryalax@outlook.com","pcl_completion_date_5":"2029-02-26","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"39371","email":"florene.ypma@gmail.com","first_name":"Florene","last_name":"Ypma","phone":"7803279567","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Florene Ypma","language":"English","canceldate":"2024-09-04","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C03877","new_member_date_2":"2023-07-18","phone_2":"7803279567","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326577","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03877","last_act_type":"2023-07-18","pcl_status":"P","pcl_completion_date":"2023-11-06","pf1_status":"P","pf1_completion_date":"2023-12-27","pf2_status":"P","pf2_completion_date":"2024-03-27","number_of_passed_courses":"3","blocnote":"NOv 7 2025 hang up","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T13:13:00-05:00","intcode":"11","temp_intcode_for_auto_old_int_code":"11","trc":"True","wera":"False","npi_email_temp":"florene.ypma@gmail.com","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"40611","email":"csz79@hotmail.com","first_name":"Shuzhi","last_name":"Chen","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"individual_id":"335058","full_name":"Shuzhi (Cindy) Chen","members_type":"CAND","do_id":"L25C04692","lead_status":"Lapsed Member","city_1":"Lasalle","province":"QC","language":"English","time_zone":"2","area_code":"514","phone_2":"5144318895","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04692","last_act_type":"2024-04-03","pcl_status":"P","pcl_completion_date":"2024-05-23","pf1_status":"P","pf1_completion_date":"2024-06-21","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"csz79@hotmail.com","pcl_completion_date_5":"2029-05-23","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"41826","email":"jo77arun@gmail.com","first_name":"Jothilakshmi","last_name":"Arunachalam","phone":"4373458734","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"323633","full_name":"Jothilakshmi Arunachalam","lead_status":"Refused","members_type":"CAND","new_member_date_2":"2023-05-08","city_1":"Mississauga","province":"ON","language":"English","time_zone":"2","area_code":"437","phone_2":"4373458734","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":"L25C05299","last_act_type":"2024-03-23","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","number_of_passed_courses":"3","blocnote":"LNC \/ 11 November 2025 She's not able to find a job","dhmsfin_telemarketing_last_contacted_date":"2025-11-11T10:22:00-05:00","intcode":"21","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"jo77arun@gmail.com","pcl_completion_date_5":"2028-08-26","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"11","date_of_renewal_identification":"","old_do_id":"L25C05299"}},"seriesid":"163"}
{"contact":{"id":"39781","email":"dcamilleri63@gmail.com","first_name":"Donna","last_name":"Camilleri","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Donna Camilleri","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25P00420","new_member_date_2":"2022-09-15","pds_april":"16","cert_status":"WITHDRAWN","phone_2":"9058770540","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"37309","intcode":"03","blocnote":"June 30 2025 vm\n2026 May 15 call ended after contact said Donna was not available, no message left","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:02:05-04:00","pds_july":"16","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25P00420","temp_intcode_for_auto_old_int_code":"03","pds_august":"16","pds_september":"16","last_infoline_date_type":"2021-12-22","last_conf_date_type":"2014-06-17","last_act_type":"2025-01-31","pf2_status":"P","pf2_completion_date":"2013-01-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-07-23","number_of_passed_courses":"2","pds_october":"16","trc":"False","wera":"False","pds_november":"16","npi_email_temp":"dcamilleri63@gmail.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","thewithdrawaldate":"2024-11-02","aitm_status_called":"2026-05-21T11:02:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Donna but was informed she was not available. The agent declined to leave a message and ended the call, planning to call back later.","aitm_callsummarytitle":"Contact Not Available - No Message Left","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_be770b027ea0081849949329abf","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_be770b027ea0081849949329abf","number_of_calls_reached":"3"}},"seriesid":"163"}
{"contact":{"id":"41849","email":"elaineguyi@hotmail.com","first_name":"Yi","last_name":"Gu","phone":"7789909818","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"312535","full_name":"Yi Gu","lead_status":"Lapsed Member","do_id":"L25P02007","members_type":"PRO","new_member_date_2":"2022-05-03","city_1":"New Westminster","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7789909818","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","paid_thru":"2025-04-30","intcode":"06","blocnote":"Aug 27 2025 vm\n2026 May 12 call reached voicemail, no contact made\n2026 May 12 call reached uninitialized voicemail service, no contact made\n2026 May 14 - Call forwarded to voicemail\/gatekeeper; no contact reached.\n2026 May 14 - Reached uninitialized voicemail, no message left\n2026 May 19 call reached voicemail, no contact with Yi.\n2026 May 19 call reached uninitialized voicemail service\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached uninitialized voicemail service","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:11-04:00","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25P02007","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-04-24","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":"2022-09-02","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"elaineguyi@hotmail.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","thewithdrawaldate":"2025-07-04","aitm_status_called":"2026-05-21T12:52:05-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered by the contact and went to an uninitialized voicemail service.","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","session_id":"call_24b8fa3d917bc0bf4337f2ffeb2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_24b8fa3d917bc0bf4337f2ffeb2","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail uninitialized.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact not reached","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"45952","email":"cindy.macdonald@auditor.on.ca","first_name":"Cindy","last_name":"MacDonald","phone":"4163271372","orgname":"Office of The Auditor General of Ontario","customer_acct_name":"Office of The Auditor General of Ontario","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"243737","full_name":"Cindy MacDonald","members_type":"CORP","paid_thru":"2024-04-30","organization_id":"243718","trc":"False","wera":"False","province":"ON","last_act_type":"2024-06-19","language":"English","corp_cancel_date":"2024-07-03","do_id":"L25O3111","number_of_passed_courses":"0","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":"L25O3111","npi_email_temp":"cindy.macdonald@auditor.on.ca","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","company_paid_thru":"2024-04-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37297","email":"karzaiyosuf@gmail.com","first_name":"Mohammad","last_name":"Karzai","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Mohammad Karzai","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"647","members_type":"AST","do_id":"L25A01563","new_member_date_2":"2022-08-03","phone_2":"6477274686","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"315197","intcode":"16","blocnote":"June 16 2025 vm\n2026 May 08 call reached Suvila Karzai, not Mohammad","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:38-04:00","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A01563","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2022-12-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"karzaiyosuf@gmail.com","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:52:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called to speak with Mohammad but reached Suvila Karzai instead, and the call ended shortly after.","aitm_callsummarytitle":"Reached wrong contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","old_int_code":"08","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_06eabb3b4524dd4c1db9e04cb37","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_06eabb3b4524dd4c1db9e04cb37","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"39654","email":"mathecmy@gmail.com","first_name":"Miyoung","last_name":"Chung","phone":"9055083336","orgname":"Lemond Food Corp.","customer_acct_name":"Lemond Food Corp.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Miyoung Chung","language":"English","canceldate":"2024-01-05","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"PRO","new_member_date_2":"2017-11-09","cert_status":"WITHDRAWN","phone_2":"6472243077","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"257858","intcode":"01","blocnote":"Survey completed She said for now she does not wish to be a member. She said she is more on the accounting side of things,\n2026 May 19 callback scheduled for 1:00 PM\n2026 May 19 contact answered but was too busy to talk and declined renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T13:32:00-04:00","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":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"Did not provide enough info for specific issues they just provided general info.","membershipcost":"Yes","membershipcostspecify":"Financial factors.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"Did not have enough time and fees for events.","mini_nps":"1","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"Yes","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25P01146","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2022-07-15","last_act_type":"2024-04-04","pcl_status":"P","pcl_completion_date":"2018-01-21","pf1_status":"P","pf1_completion_date":"2018-04-01","pf2_status":"P","pf2_completion_date":"2018-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-12-07","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mathecmy@gmail.com","pcl_completion_date_5":"2023-01-21","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","thewithdrawaldate":"2024-01-05","aitm_status_called":"2026-05-19T13:32:00-04:00","number_of_call_attempts":"0","npi_call_back_date_and_time":"2026-05-19T13:00:00-04:00","npi_call_back_time_hour":"13","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent reached Miyoung and informed her about the lapsed Professional membership, but Miyoung declined to engage further due to being extremely busy. The call ended promptly after the refusal.","aitm_callsummarytitle":"Contact declined renewal discussion due to being busy","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"10","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_244ae8c0923434d4fc7e736181c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_244ae8c0923434d4fc7e736181c","onesentencenotrenewed":"Contact was extremely busy and did not want to discuss membership renewal.","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P01146","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"42870","email":"dacoukk@hotmail.com","first_name":"Caroline","last_name":"Sigouin","phone":"5143124969","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"280381","full_name":"Caroline Sigouin","members_type":"AST","lead_status":"Member","new_member_date_2":"2019-09-10","city_1":"Terrebonne","province":"QC","language":"French","time_zone":"2","area_code":"514","phone_2":"4509390721","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Pre-membership expiration","do_id":"AST2088","paid_thru":"2026-05-31","blocnote":"10 sept 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2026-05-20T11:06:00-04:00","intcode":"16","temp_do_id_for_auto_old_do_id":"AST2088","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2025-09-30","last_act_type":"2025-09-30","telemarketing_call_date":"2025-09-10","number_of_passed_courses":"0","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:13:51-05:00","npi_email_temp":"dacoukk@hotmail.com","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","old_int_code":"08"}},"seriesid":"163"}
{"contact":{"id":"38819","email":"te7375@gmail.com","first_name":"Tzetza","last_name":"Emendjieva","phone":"9057937083","orgname":"Giampaolo Group Inc.","customer_acct_name":"Giampaolo Group Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Tzetza Emendjieva, PLP,CPA","language":"English","canceldate":"2023-11-09","cpa_certification":"CPM","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2007-01-11","pds_april":"4","cert_status":"ACTIVE","phone_2":"4165224212","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"112021","organization_id":"105722","intcode":"99","blocnote":"June 23 2025 Name not found in directory\r\nSept 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T17:14:00-04:00","pipeline_2_members_only_ast":"","pds_july":"4","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2507450","temp_intcode_for_auto_old_int_code":"99","pds_august":"4","old_do_id":"LB2507450","old_int_code":"6","pds_september":"4","last_infoline_date_type":"2023-12-01","last_conf_date_type":"2021-06-09","last_act_type":"2026-04-05","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2007-05-04","pf1_status":"P","pf1_completion_date":"2007-07-18","pf2_status":"P","pf2_completion_date":"2007-12-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-12-11","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"te7375@gmail.com","pcl_completion_date_5":"2012-05-04","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44474","email":"jlee256@gmail.com","first_name":"Jonathan","last_name":"Lee","phone":"4164915050","orgname":"Seneca College of Applied Arts & Technology","customer_acct_name":"Seneca College of Applied Arts & Technology","tags":"npiAlert9, npiAlert11, TMAI","ip4":"0.0.0.0","fields":{"trc":"True","wera":"False","pcp_we":"APPROVED","individual_id":"241806","canceldate":"2024-05-02","new_member_date_2":"2016-03-15","paid_thru":"2024-02-29","cert_status":"WITHDRAWN_CPE","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","province":"ON","language":"English","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P02683","pipeline_2_members_only_ast":"","number_of_passed_courses":"4","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25P02683","dhmsfin_telemarketing_last_contacted_date":"2026-05-27T08:07:10-04:00","blocnote":"June 18 2025 vm\nSept 4 2025 vm at 6474533222\n2026 May 25 call reached automated system and held on line but no human contact made.\n2026 May 27 call reached Seneca service hub but service was closed","intcode":"15","temp_intcode_for_auto_old_int_code":"15","full_name":"Jonathan Lee","cpa_certification":"PCP","last_act_type":"2025-04-24","npi_email_temp":"jlee256@gmail.com","pcl_completion_date_5":"2021-07-04","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","thewithdrawaldate":"2024-05-02","aitm_status_called":"2026-05-27T08:07:09-04:00","number_of_call_attempts":"0","phone_2":"6474533222","npi_transcriptsummary":"The call was made to Seneca's service hub and navigated through the automated menu to reach a representative. However, the call ended with a message stating that the service hub is currently closed and provided information about operating hours and online resources.","aitm_callsummarytitle":"Call reached Seneca service hub but closed","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No renewal intent expressed as the call did not reach a human.","initialvalue":"Other","prootherreasonsnottorenew":"No conversation occurred to determine reason.","age_range":"Preferred not to say","old_int_code":"03","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_15dce3db4e6d323eadce4b4bb47","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_15dce3db4e6d323eadce4b4bb47","number_of_calls_reached":"2","number_of_total_call_attempts":"1"}},"seriesid":"163"}
{"contact":{"id":"37298","email":"melhaku@yahoo.com","first_name":"Xinyue","last_name":"Bai","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Xinyue Bai","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C02943","new_member_date_2":"2022-09-12","phone_2":"4162709963","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316660","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":"L25C02943","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-07-25","pcl_status":"P","pcl_completion_date":"2022-12-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"melhaku@yahoo.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"40561","email":"nicoleta.stathis@legrand.com","first_name":"Nicoleta","last_name":"Stathis","phone":"4165297586","orgname":"Legrand Canada","customer_acct_name":"Legrand Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"317723","full_name":"Nicoleta Stathis","members_type":"CORP","do_id":"L25O00926","lead_status":"Lapsed Member","coidnewmbrdate":"2023-03-17","city_1":"Scarborough","province":"ON","language":"English","time_zone":"2","area_code":"416","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T11:43:00-04:00","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00926","temp_intcode_for_auto_old_int_code":"6","organization_id":"322914","last_infoline_date_type":"2023-04-14","last_act_type":"2024-04-26","blocnote":"LN \/ 06 October 2025 VM","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"nicoleta.stathis@legrand.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40599","email":"ridhiahuja9@gmail.com","first_name":"Ridhi","last_name":"Ahuja","phone":"8887837866","orgname":"Questrade","customer_acct_name":"Questrade","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"329879","full_name":"Ridhi Ahuja, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2023-10-01","coidnewmbrdate":"2011-09-12","city_1":"Markham","province":"ON","language":"English","time_zone":"2","area_code":"888","phone_2":"6479136847","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"189731","cert_status":"ACTIVE","canceldate":"2025-05-02","intcode":"99","blocnote":"July 8 2025 vm\r\nLN Sept 15 2025 She is now a corporate member","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T13:41:00-04:00","pipeline_2_members_only_ast":"","cpa_certification":"PCP","temp_do_id_for_auto_old_do_id":"LB2506970","old_int_code":"13","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2026-05-28","old_do_id":"L25O02190","last_act_type":"2026-06-05","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2023-12-18","pf1_status":"P","pf1_completion_date":"2024-04-23","pf2_status":"P","pf2_completion_date":"2024-08-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-01-14","number_of_passed_courses":"4","paid_thru":"2026-08-31","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506970","npi_email_temp":"ridhiahuja9@gmail.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","last_infoline_date_type":"2026-06-05","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37104","email":"gasparadrianacristina@gmail.com","first_name":"Adriana","last_name":"Gaspar","phone":"6479146578","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Adriana Gaspar","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"LB2505221","new_member_date_2":"2022-12-14","phone_2":"6479146578","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"319701","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"LB2505221","last_act_type":"2023-10-31","pcl_status":"F","pcl_completion_date":"2023-04-09","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:15:00-05:00","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":"L25C03168","npi_email_temp":"gasparadrianacristina@gmail.com","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
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{"contact":{"id":"37269","email":"sylvain.perrichon@gmail.com","first_name":"Sylvain","last_name":"Perrichon","phone":"4387871001","orgname":"Rio Tinto Canada Management Inc.","customer_acct_name":"Rio Tinto Canada Management Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Sylvain Perrichon","language":"French","canceldate":"2024-11-22","time_zone":"2","area_code":"438","members_type":"CORP","new_member_date_2":"2023-01-03","phone_2":"4387871001","province":"QC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"320007","organization_id":"5407","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2507393","old_do_id":"LB2507393","last_act_type":"2024-11-22","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-03-26","pf1_status":"P","pf1_completion_date":"2023-04-23","pf2_status":"P","pf2_completion_date":"2023-10-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"sylvain.perrichon@gmail.com","pcl_completion_date_5":"2028-03-26","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"39755","email":"lenka.sreinova@gmail.com","first_name":"Lenka","last_name":"Sreinova","phone":"4165423100","orgname":"Toronto Hydro","customer_acct_name":"Toronto Hydro","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Lenka Sreinova, PLP","language":"English","canceldate":"2024-03-01","cpa_certification":"CPM","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2019-02-16","cert_status":"ACTIVE","phone_2":"4372305519","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"272967","organization_id":"6941","intcode":"99","blocnote":"June 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-30T13:30:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-06-30","temp_do_id_for_auto_old_do_id":"LB2506067","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506067","old_int_code":"6","last_act_type":"2026-12-01","company_paid_thru":"2027-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2019-07-02","pf1_status":"P","pf1_completion_date":"2019-11-26","pf2_status":"P","pf2_completion_date":"2020-03-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-05-01","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"lenka.sreinova@gmail.com","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39807","email":"maceachern.brett@gmail.com","first_name":"Brett","last_name":"MacEachern","phone":"9029681460","orgname":"Service Canada","customer_acct_name":"Service Canada","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Brett MacEachern","language":"English","canceldate":"2023-12-02","cpa_certification":"PCP","time_zone":"1","area_code":"902","members_type":"PRO","do_id":"L25P00897","new_member_date_2":"2019-10-04","cert_status":"WITHDRAWN","phone_2":"9029681460","province":"NS","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"225295","intcode":"21","blocnote":"July 3 2025 Survey completed No longer in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-07-03T15:51:00-04:00","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":"Yes","membershipcostspecify":"The cost of membership because no longer in payroll.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am no longer in payroll.","hardtoparticipateevents":"No","engagingstrategiesspecify":"More virtual events.","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":"2023-09-30","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P00897","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-03","pcl_status":"P","pcl_completion_date":"2014-09-04","pf1_status":"P","pf1_completion_date":"2015-03-23","pf2_status":"P","pf2_completion_date":"2015-09-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-05-11","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"maceachern.brett@gmail.com","pcl_completion_date_5":"2019-09-04","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"39819","email":"arqthaisgarcia@gmail.com","first_name":"Thais","last_name":"Fraga","phone":"2042937479","orgname":"Right Time Group of Companies","customer_acct_name":"Right Time Group of Companies","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Thais Garcia Da Silva Fraga, PCP","language":"English","canceldate":"2024-11-08","cpa_certification":"PCP","time_zone":"3","area_code":"204","members_type":"CORP","new_member_date_2":"2021-05-04","cert_status":"ACTIVE","phone_2":"7788691812","province":"BC","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"300884","organization_id":"320733","intcode":"99","blocnote":"July 2 2025 vm\r\nSept 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T15:11:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25O04802","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2504389","old_int_code":"6","last_infoline_date_type":"2023-12-22","last_act_type":"2026-12-02","company_paid_thru":"2026-12-31","date_of_renewal_identification":"2026-05-28","pcl_status":"P","pcl_completion_date":"2021-10-17","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":"2023-11-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25O04802","npi_email_temp":"arqthaisgarcia@gmail.com","ln_entered_date":"2026-02-02","pcl_completion_date_5":"2026-10-17","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"45996","email":"ncouture@inter-quebec.com","first_name":"Nancy","last_name":"Couture","phone":"4186879510","orgname":"Camions International \u00c9lite Lt\u00e9e","customer_acct_name":"Camions International \u00c9lite Lt\u00e9e","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"267717","full_name":"Nancy Couture","members_type":"CORP","paid_thru":"2024-07-31","phone_2":"4188259946","organization_id":"255559","trc":"False","wera":"False","province":"QC","last_act_type":"2023-09-27","language":"French","corp_cancel_date":"2024-08-15","do_id":"L25O3116","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3116","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"ncouture@inter-quebec.com","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","company_paid_thru":"2024-07-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39365","email":"annievilleneuve2022@gmail.com","first_name":"Annie","last_name":"Villeneuve","phone":"5148175552","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Annie Villeneuve","language":"English","canceldate":"2025-01-07","cpa_certification":"SCPQ","time_zone":"2","area_code":"514","members_type":"PRO","do_id":"L25P01471","new_member_date_2":"2020-11-19","cert_status":"WITHDRAWN","phone_2":"5148175552","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"295025","intcode":"15","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T09:35:07-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25P01471","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-07-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-11-22","number_of_passed_courses":"1","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"annievilleneuve2022@gmail.com","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","thewithdrawaldate":"2025-01-07","aitm_status_called":"2026-05-13T09:35:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent placed an outbound call, asked to confirm they were speaking with Annie but received only inaudible responses and the call disconnected due to inactivity. No survey or renewal actions were completed.","aitm_callsummarytitle":"No answer \/ confirmation attempt","blocnote":"2026 May 13 - Attempted contact; asked for Annie but no clear response; call disconnected due to inactivity.","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not engage; no renewal discussed.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"10","prootherreasonsnottorenew":"Contact did not provide reason; call disconnected before discussion.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_dc328d6a6f2baa9aeae9c76dd8d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_dc328d6a6f2baa9aeae9c76dd8d","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"44545","email":"sukhwinder4311@gmail.com","first_name":"Sukhwinder","last_name":"Kaur","phone":"7802006362","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"10.13.139.237","fields":{"individual_id":"305829","full_name":"Sukhwinder Kaur, PCP","members_type":"PRO","canceldate":"2025-12-02","new_member_date_2":"2021-10-01","paid_thru":"2026-09-30","phone_2":"5879369290","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2022-02-06","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2023-01-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-07-21","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"AB","last_act_type":"2026-05-19","language":"English","lead_status":"Not Relevant","time_zone":"4","number_of_passed_courses":"4","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"AST03300","date_of_renewal_identification":"2026-05-20","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"LN \/ 04 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T12:52:00-05:00","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"sukhwinder4311@gmail.com","pcl_completion_date_5":"2027-02-06","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","ai_entered_date":"2026-05-20","telemarketing_call_date":"2025-12-04","old_do_id":"AST03300","old_int_code":"06"}},"seriesid":"163"}
{"contact":{"id":"43002","email":"vanessacbeja@gmail.com","first_name":"Vanessa","last_name":"Beja","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"351723","full_name":"Vanessa Beja","members_type":"CAND","new_member_date_2":"2025-08-22","city_1":"Vancouver","province":"BC","language":"English","area_code":"604","lead_status":"Renewed Lapsed","phone_2":"6046790238","time_zone":"5","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":"LB2507592","last_act_type":"2025-08-22","pcl_status":"P","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcl_completion_date":"2025-12-02","old_do_id":"L25C05792","npi_email_temp":"vanessacbeja@gmail.com","pcl_completion_date_5":"2030-12-02","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"41925","email":"danielle.battistoni@paycomonline.com","first_name":"Danielle","last_name":"Battistoni","phone":"8005804505","orgname":"Paycom","customer_acct_name":"Paycom","tags":"WR250716, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Danielle Battistoni","members_type":"CORP","coidnewmbrdate":"2024-01-17","city_1":"Oklahoma City","province":"OK","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-12-31","individual_id":"352754","organization_id":"333342","language":"English","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":"LB2504866","temp_do_id_for_auto_old_do_id":"LB2504866","npi_email_temp":"danielle.battistoni@paycomonline.com","pcl_status":"E","pf1_status":"E","pf2_status":"E","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","last_act_type":"2026-02-26","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44593","email":"wangzhuo330330@gmail.com","first_name":"Zhuo","last_name":"Wang","phone":"6045622887","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"318278","full_name":"Zhuo Wang, PCP","members_type":"PRO","canceldate":"2025-12-02","new_member_date_2":"2022-11-01","paid_thru":"2025-09-30","phone_2":"6045622887","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2023-02-23","pf1_status":"P","pf1_completion_date":"2023-03-06","pf2_status":"P","pf2_completion_date":"2023-03-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-16","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"BC","last_act_type":"2026-02-03","language":"English","do_id":"L25P2729","lead_status":"Lapsed Member","time_zone":"5","number_of_passed_courses":"4","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P2729","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LN \/ 04 December 2025 VM\n2026 May 25 contact answered, requested callback at 3 PM\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:32:05-04:00","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"wangzhuo330330@gmail.com","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30","thewithdrawaldate":"2025-12-02","aitm_status_called":"2026-05-25T15:47:07-04:00","number_of_call_attempts":"3","npi_call_back_date_and_time":"2026-05-25T15:00:00-04:00","npi_call_back_time_hour":"15","npi_call_back_time_minute":"00","npi_transcriptsummary":"The call reached the contact's voicemail and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, 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","session_id":"call_df88587524a8e1ac2fb9772a197","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_df88587524a8e1ac2fb9772a197","number_of_total_call_attempts":"3"}},"seriesid":"163"}
{"contact":{"id":"42951","email":"cesarquispe1530@hotmail.com","first_name":"Cesar","last_name":"Perez","phone":"5149823437","orgname":"Cegep du Vieux Montr\u00e9al","customer_acct_name":"Cegep du Vieux Montr\u00e9al","tags":"NPI LN sent to TM, 250919 NPI LN sent to TM, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"307940","full_name":"Cesar Enrique Quispe Perez, PCP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2021-12-08","city_1":"Longueuil","province":"QC","language":"French","extension_phone_1":"x8149","time_zone":"2","area_code":"438","phone_2":"4388300600","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","temp_do_id_for_auto_old_do_id":"LB2504700","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T14:40:00-05:00","temp_intcode_for_auto_old_int_code":"06","paid_thru":"2026-10-31","organization_id":"154031","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2022-04-21","pf1_status":"P","pf1_completion_date":"2024-05-01","pf2_status":"P","pf2_completion_date":"2024-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-27","cpa_certification":"SCP","last_act_type":"2025-08-15","company_paid_thru":"2026-10-31","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","old_do_id":"LB2504700","npi_email_temp":"cesarquispe1530@hotmail.com","canceldate":"2026-02-03","pcl_completion_date_5":"2027-04-21","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40575","email":"lwang222@outlook.com","first_name":"Li","last_name":"Wang","phone":"3433683644","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":"335266","full_name":"Li Wang","members_type":"CAND","do_id":"L25C04673","lead_status":"Lapsed Member","new_member_date_2":"2024-03-12","city_1":"Ottawa","province":"ON","language":"English","time_zone":"2","area_code":"343","phone_2":"3433683644","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04673","last_act_type":"2024-07-05","pcl_status":"P","pcl_completion_date":"2024-05-23","number_of_passed_courses":"1","intcode":"06","blocnote":"Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T10:24:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"lwang222@outlook.com","pcl_completion_date_5":"2029-05-23","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"40550","email":"peterandkathypoon@gmail.com","first_name":"Katherine","last_name":"Poon","phone":"7809891282","orgname":"Mint Health + Drugs","customer_acct_name":"Mint Health + Drugs","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"335667","full_name":"Katherine Poon","members_type":"CAND","do_id":"L25C04660","lead_status":"Lapsed Member","new_member_date_2":"2024-03-21","city_1":"Edmonton","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7804831848","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04660","last_infoline_date_type":"2024-07-22","last_act_type":"2024-11-29","pcl_status":"P","pcl_completion_date":"2024-07-02","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T11:07:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"peterandkathypoon@gmail.com","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"38572","email":"marissasia93@gmail.com","first_name":"Marissa","last_name":"Sia","phone":"2505625254","orgname":"Northern Health","customer_acct_name":"Northern Health","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Marissa Sia, CPHR","language":"English","canceldate":"2024-02-03","cpa_certification":"PCP","extension_phone_1":"172","time_zone":"5","area_code":"250","members_type":"PRO","do_id":"L25P01031","new_member_date_2":"2016-04-18","cert_status":"WITHDRAWN","phone_2":"2506121676","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"242714","intcode":"15","blocnote":"June 19 2025 in a meeting\r\nSept 4 2025 vm\n2026 May 25 call reached Marissa at Northland Dodge, discussed NPI membership lapse","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:06-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25P01031","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2019-04-12","last_act_type":"2024-03-02","pcl_status":"P","pcl_completion_date":"2016-08-02","pf1_status":"P","pf1_completion_date":"2017-05-28","pf2_status":"P","pf2_completion_date":"2018-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-08-21","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"marissasia93@gmail.com","pcl_completion_date_5":"2021-08-02","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","called_by":"Tri","thewithdrawaldate":"2024-02-03","aitm_status_called":"2026-05-25T14:07:06-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was initially routed through an automated system before reaching a human at Northland Dodge. The agent identified themselves and began discussing the National Payroll Institute membership lapse with Marissa.","aitm_callsummarytitle":"NPI Membership Lapse Discussion with Marissa","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","old_int_code":"6","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_69b0116fc1543a99460181693bf","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_69b0116fc1543a99460181693bf","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"40666","email":"lcschung@gmail.com","first_name":"Lucas","last_name":"Chung","phone":"2368081633","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"individual_id":"311128","full_name":"Lucas Chung","members_type":"PRO","do_id":"L25P01662","lead_status":"Lapsed Member","new_member_date_2":"2022-03-15","city_1":"Vancouver","province":"BC","language":"English","time_zone":"5","area_code":"236","phone_2":"2368081633","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-05-02","intcode":"06","blocnote":"July 7 2025 vm\n2026 May 14 - Reached voicemail of +1 236-808-163; no human answer\n2026 May 14 - Reached voicemail for +1 236-808-1633; no message left\n2026 May 19 reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 reached voicemail\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:08-04:00","cpa_certification":"PCP","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25P01662","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2023-06-26","last_act_type":"2025-07-31","pcl_status":"P","pcl_completion_date":"2022-07-17","pf1_status":"P","pf1_completion_date":"2022-10-24","pf2_status":"P","pf2_completion_date":"2023-02-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-06-03","number_of_passed_courses":"4","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":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Strong","old_int_code":"01","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"lcschung@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","thewithdrawaldate":"2025-05-02","aitm_status_called":"2026-05-21T12:47:10-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached the voicemail of the contact and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","onesentencenotrenewed":"Contact not reached; voicemail only.","initialvalue":"Other","prootherreasonsnottorenew":"Not applicable - voicemail reached","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bb3355eb89f0069ecd8a3b4e3d8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bb3355eb89f0069ecd8a3b4e3d8","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"40701","email":"marediasalina86@gmail.com","first_name":"Salina","last_name":"Maredia","phone":"3065854111","orgname":"University of Regina, HR","customer_acct_name":"University of Regina, HR","tags":"WR250827","ip4":"127.0.0.1","fields":{"individual_id":"311044","full_name":"Salina Maredia, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2022-03-16","city_1":"Regina","province":"SK","language":"English","time_zone":"3","area_code":"306","phone_2":"3065805766","pipeline_1_lapsed_members":"Renewed lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"99","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2026-08-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-08-29","temp_do_id_for_auto_old_do_id":"LB2506267","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-04-09","organization_id":"33395","pcl_status":"P","pcl_completion_date":"2022-07-17","pf1_status":"P","pf1_completion_date":"2023-01-09","pf2_status":"P","pf2_completion_date":"2024-06-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-05-15","company_paid_thru":"2027-05-31","number_of_passed_courses":"4","old_int_code":"21","trc":"True","wera":"True","pcp_we":"APPROVED","old_do_id":"L25P02160","npi_email_temp":"marediasalina86@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","corp_cancel_date":"2000-12-11","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39357","email":"danielle_letkeman@hotmail.com","first_name":"Danielle","last_name":"Chafe","phone":"4035176700","orgname":"Canadian Natural Resources Ltd.","customer_acct_name":"Canadian Natural Resources Ltd.","tags":"npiAlert3, npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Danielle Chafe, PCP","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2018-09-28","cert_status":"ACTIVE","phone_2":"4039687152","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"268020","organization_id":"13779","intcode":"99","blocnote":"June 25 2025 on hold for too long","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T12:52:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2504872","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","date_of_renewal_identification":"2026-05-28","last_infoline_date_type":"2024-03-15","last_act_type":"2026-12-01","company_paid_thru":"2026-09-30","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":"2019-10-04","number_of_passed_courses":"4","pds_october":"1","old_do_id":"L25O02411","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2504872","npi_email_temp":"danielle_letkeman@hotmail.com","pcl_completion_date_5":"2023-12-24","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40495","email":"bidemioludammy@yahoo.com","first_name":"Abidemi","last_name":"Kolawole","phone":"9059494955","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"315076","full_name":"Abidemi Bosede Kolawole","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-03-23","city_1":"Brampton","province":"ON","language":"English","time_zone":"2","area_code":"905","phone_2":"6474257873","pipeline_1_lapsed_members":"Refused Lapsed","cert_status":"PENDING","canceldate":"2025-05-02","cpa_certification":"PCP","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04632","last_act_type":"2024-09-01","pcl_status":"P","pcl_completion_date":"2022-09-25","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"P","pf2_completion_date":"2022-12-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-23","number_of_passed_courses":"4","trc":"True","wera":"True","intcode":"21","blocnote":"LNC \/ 10 November 2025 VM\r\nLNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T09:43:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"bidemioludammy@yahoo.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C04632","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"38607","email":"jwhite@smsequip.com","first_name":"Jean","last_name":"White","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Jean White","language":"English","canceldate":"2024-07-09","cpa_certification":"CPM","time_zone":"4","area_code":"780","members_type":"PRO","new_member_date_2":"2023-07-26","cert_status":"WITHDRAWN","phone_2":"7809633486","province":"AB","zerobounce_reason":"catch-all","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"103221","intcode":"06","blocnote":"June 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T12:09:00-04:00","paid_thru":"2026-03-31","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P02577","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-04-03","last_conf_date_type":"2011-06-07","last_act_type":"2026-04-23","do_id":"L25P02577","old_do_id":"L25P00533","pipeline_2_members_only_ast":"","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jwhite@smsequip.com","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31"}},"seriesid":"163"}
{"contact":{"id":"38845","email":"sara30alabed@gmail.com","first_name":"Sara","last_name":"Abed","phone":"7789773772","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sara Al Abed","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C04041","new_member_date_2":"2023-08-16","cert_status":"PENDING","phone_2":"7789773772","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327880","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04041","last_act_type":"2024-07-22","pcl_status":"P","pcl_completion_date":"2023-11-20","pf1_status":"P","pf1_completion_date":"2024-05-01","pf2_status":"P","pf2_completion_date":"2024-05-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-07-22","number_of_passed_courses":"4","intcode":"14","blocnote":"Nov 7 2025 vm\r\nLNC Dec 12 2025 She is on Mat leave, maybe in 2 years","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T14:27:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"14","trc":"True","wera":"True","old_int_code":"06","npi_email_temp":"sara30alabed@gmail.com","pcl_completion_date_5":"2028-11-20","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"38805","email":"shohreh.eshghi@gmail.com","first_name":"Shohreh","last_name":"Eshghi","phone":"6044120468","orgname":"Axiom Builders Inc.","customer_acct_name":"Axiom Builders Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Shohreh Eshghi, PCP","language":"English","canceldate":"2023-02-02","cpa_certification":"CPM","time_zone":"5","area_code":"604","members_type":"CORP","do_id":"","new_member_date_2":"2021-12-21","pds_april":"7","cert_status":"ACTIVE","phone_2":"6048038034","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"111466","organization_id":"259940","intcode":"99","blocnote":"June 19 2025 vm\r\nSept 8 2025 Advised call direct number 604 433 5711 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T17:10:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"7","temp_do_id_for_auto_old_do_id":"L25P00549","temp_intcode_for_auto_old_int_code":"99","pds_august":"7","old_int_code":"6","pds_september":"7","last_infoline_date_type":"2026-01-01","last_conf_date_type":"2013-06-18","last_act_type":"2026-12-01","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2007-06-20","pf1_status":"P","pf1_completion_date":"2007-01-26","pf2_status":"P","pf2_completion_date":"2007-05-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-02-12","number_of_passed_courses":"4","pds_october":"7","paid_thru":"2026-08-31","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"7","npi_email_temp":"shohreh.eshghi@gmail.com","pcl_completion_date_5":"2012-06-20","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","date_of_renewal_identification":"","old_do_id":"L25P00549","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40650","email":"sngittens@outlook.com","first_name":"Shanice","last_name":"Gittens","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"315112","full_name":"Shanice Gittens","members_type":"CAND","do_id":"L25C04712","lead_status":"Refused","new_member_date_2":"2022-07-29","city_1":"La Prairie","province":"QC","language":"English","time_zone":"2","area_code":"514","phone_2":"5145611494","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-05-02","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04712","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2024-05-15","last_act_type":"2024-05-15","pcl_status":"F","pcl_completion_date":"2024-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sngittens@outlook.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"37744","email":"aida19_80@hotmail.com","first_name":"Aida","last_name":"Zainescu","phone":"7788828175","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Aida Zainescu","language":"English","canceldate":"2024-11-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C04191","new_member_date_2":"2023-09-07","phone_2":"7788828175","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329070","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04191","last_act_type":"2023-07-09","pcl_status":"P","pcl_completion_date":"2023-11-20","pf1_status":"P","pf1_completion_date":"2024-05-09","number_of_passed_courses":"2","intcode":"06","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T16:12:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"aida19_80@hotmail.com","pcl_completion_date_5":"2028-11-20","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"44488","email":"marilie777@outlook.com","first_name":"Marilie","last_name":"Beauregard","phone":"8193962845","orgname":"Transport Fafard Inc","customer_acct_name":"Transport Fafard Inc","tags":"AI Contacts sent to TM 2026, 251202 New AST, 2512 Active AST approached","ip4":"10.13.145.149","fields":{"individual_id":"356981","full_name":"Marilie Beauregard","members_type":"AST","new_member_date_2":"2025-11-28","paid_thru":"2026-11-30","phone_2":"8198171236","trc":"False","wera":"False","province":"QC","language":"French","do_id":"AST2530","time_zone":"2","number_of_passed_courses":"0","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2530","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member to be called","blocnote":"aw 10 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:06:00-05:00","intcode":"06","telemarketing_call_date":"2025-12-10","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"marilie777@outlook.com","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","last_act_type":"2026-05-05","last_infoline_date_type":"2026-05-05"}},"seriesid":"163"}
{"contact":{"id":"44528","email":"mommy9230@hotmail.com","first_name":"Stephany","last_name":"Ashwell","phone":"2506077193","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"286438","full_name":"Stephany Ashwell","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-09-26","paid_thru":"2025-09-30","phone_2":"2506077193","pcl_status":"P","pcl_completion_date":"2025-01-07","pf1_status":"P","pf1_completion_date":"2025-04-21","trc":"True","wera":"False","province":"BC","last_act_type":"2024-09-26","language":"English","do_id":"L25C8355","lead_status":"Lapsed Member","time_zone":"5","number_of_passed_courses":"2","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C8355","pipeline_1_lapsed_members":"Lapsed Members","intcode":"24","blocnote":"LNC Dec 4 2025 vm\r\nLNC Dec 15 2025 She said she will be renewing online.","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T16:54:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"24","old_int_code":"06","npi_email_temp":"mommy9230@hotmail.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"42963","email":"jamora@pmeinc.ca","first_name":"Janel","last_name":"Amora","phone":"7809922280","orgname":"PME Inc.","customer_acct_name":"PME Inc.","tags":"WR250820, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Janel Amora","members_type":"CORP","coidnewmbrdate":"2025-08-14","city_1":"Fort Saskatchewan","province":"AB","found":"DO4 Phone","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"353793","organization_id":"353790","language":"English","last_act_type":"2025-08-15","company_paid_thru":"2026-07-31","number_of_passed_courses":"0","paid_thru":"2026-07-31","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2505518","temp_do_id_for_auto_old_do_id":"LB2505518","npi_email_temp":"jamora@pmeinc.ca","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37821","email":"annadhir2010@yahoo.ca","first_name":"Annalyn","last_name":"Desear","phone":"5874338786","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Annalyn Desear","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"587","members_type":"CAND","new_member_date_2":"2023-09-12","phone_2":"5874338786","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"329145","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"LB2504343","last_act_type":"2023-12-09","pcl_status":"P","pcl_completion_date":"2023-11-27","pf1_status":"P","pf1_completion_date":"2024-02-05","pf2_status":"P","pf2_completion_date":"2024-03-19","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Nov 5 2025 She said that she could not get the hours needed , so will stay in the job she is now so that is why did not renew","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T12:38:00-05:00","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":"L25C04201","trc":"True","wera":"False","do_id":"LB2504343","npi_email_temp":"annadhir2010@yahoo.ca","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"39416","email":"knd.opp@gmail.com","first_name":"Kristine","last_name":"Opp","phone":"4034584943","orgname":"1939927 AB Ltd.","customer_acct_name":"1939927 AB Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Kristine Opp","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P01237","new_member_date_2":"2019-07-26","cert_status":"WITHDRAWN","phone_2":"4034584943","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"268274","sendapplicationform":"2026-05-14T12:45:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T12:41:39-04:00","blocnote":"June 25 2025 completed\n2026 May 14 - Contact Kristine (Christine) not renewing Professional due to hours; requested Associate info; email knd.opp@gmail.com; application sent.","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 only thing that I would consider as an obstacle is that I couldn't provide them with the required hours to be able to renew my membership.","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am just overseeing payroll. I dont physically doing but I am the one who manages the payroll.","hardtoparticipateevents":"No","mini_nps":"2","age_range":"31-45","selfpayrollproficiency":"Advance","notrenewedcpehard":"Yes","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"Yes","intcode":"02","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25P01237","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2024-12-31","pcl_status":"P","pcl_completion_date":"2019-11-05","pf1_status":"P","pf1_completion_date":"2020-06-21","pf2_status":"P","pf2_completion_date":"2020-10-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-05-28","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"knd.opp@gmail.com","pcl_completion_date_5":"2024-11-05","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","thewithdrawaldate":"2024-10-02","aitm_status_called":"2026-05-14T12:41:39-04:00","number_of_call_attempts":"0","thewithdrawaldate_3_years":"2027-10-02","npi_transcriptsummary":"Agent reached Kristine (Christine) and confirmed her lapsed Professional membership. She rated satisfaction 2, cited hours required to maintain designation as reason for not renewing, requested Associate membership details, and the agent sent the application email to knd.opp@gmail.com.","aitm_callsummarytitle":"Associate info sent after refusal to renew","notrenewedwanttorenew":"Yes","onesentencenotrenewed":"It's too hard to keep up with the hours needed every year to renew the membership.","initialvalue":"Career","old_int_code":"1","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a4f7bf17aa352b40bf331167a5f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a4f7bf17aa352b40bf331167a5f","number_of_calls_reached":"1","last_engaged_date":"2026-05-14","member_may":"2"}},"seriesid":"163"}
{"contact":{"id":"44539","email":"sourabh_biswas@outlook.com","first_name":"Sourabh","last_name":"Biswas","phone":"","orgname":"Tundra","customer_acct_name":"Tundra","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"293584","full_name":"Sourabh Biswas","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-18","paid_thru":"2025-09-30","phone_2":"4379371444","pcl_status":"F","pcl_completion_date":"2024-12-18","trc":"False","wera":"False","province":"ON","last_act_type":"2024-10-18","language":"English","do_id":"L25C8359","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":"L25C8359","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"sourabh_biswas@outlook.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"42913","email":"fionaeid@outlook.com","first_name":"Fiona","last_name":"Eid","phone":"6477848469","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":"260173","full_name":"Fiona Eid","new_member_date_2":"2024-07-17","city_1":"Sudbury","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6477848469","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25A02018","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","canceldate":"2025-09-03","paid_thru":"2025-06-30","date_of_renewal_identification":"","old_do_id":"AST2090","members_type":"AST","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A02018","intcode":"15","blocnote":"LN \/ 30 September 2025 VM\n2026 Mar 03 call ended early; contact said membership matter no longer relevant","dhmsfin_telemarketing_last_contacted_date":"2026-03-03T15:28:48-05:00","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-08-14","pcl_status":"F","pcl_completion_date":"2018-04-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fionaeid@outlook.com","aitm_status_called":"2026-03-03T15:28:48-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Fiona Eid about her NPI Associate membership but was informed by the person who answered that the matter was no longer relevant. The call ended shortly after without further discussion.","aitm_callsummarytitle":"Call ended early; membership matter no longer relevant","notrenewedwanttorenew":"No","onesentencenotrenewed":"The contact indicated the membership matter was no longer relevant.","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","pcl_completion_date_5":"2023-04-29","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"39863","email":"ania.batorowska@gmail.com","first_name":"Anna","last_name":"Batorowska","phone":"9053611005","orgname":"The Beer Store","customer_acct_name":"The Beer Store","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Anna Batorowska, PCP","language":"English","canceldate":"2024-03-06","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2018-04-05","cert_status":"ACTIVE","phone_2":"6477079531","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"262280","organization_id":"7346","intcode":"99","blocnote":"July 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-02T18:29:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2504327","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2504327","old_int_code":"6","last_infoline_date_type":"2023-02-14","last_act_type":"2026-12-01","company_paid_thru":"2027-03-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-08-12","pf1_status":"P","pf1_completion_date":"2018-12-17","pf2_status":"P","pf2_completion_date":"2019-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-05-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ania.batorowska@gmail.com","pcl_completion_date_5":"2023-08-12","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40630","email":"parisa.hoseini85@yahoo.com","first_name":"Parisa","last_name":"Hosseini","phone":"6047135201","orgname":"Vancouver School Board","customer_acct_name":"Vancouver School Board","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"308235","full_name":"Parisa Hosseini, PCP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2023-06-02","coidnewmbrdate":"1998-07-30","city_1":"Coquitlam","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"5144514622","pipeline_1_lapsed_members":"","organization_id":"13535","cert_status":"ACTIVE","canceldate":"2025-05-05","intcode":"99","blocnote":"july 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-08T16:21:00-04:00","pipeline_2_members_only_ast":"","cpa_certification":"PCP","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2506776","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506776","old_int_code":"6","last_infoline_date_type":"2024-05-30","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":"2022-03-06","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":"2023-11-10","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"parisa.hoseini85@yahoo.com","pcl_completion_date_5":"2027-03-06","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40492","email":"daven.cowan@tvh.com","first_name":"Daven","last_name":"Cowan","phone":"9138291000","orgname":"TVH Canada","customer_acct_name":"TVH Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"335641","full_name":"Daven Cowan","members_type":"CORP","do_id":"L25O00892","lead_status":"Lapsed Member","coidnewmbrdate":"2024-03-21","city_1":"Olathe","province":"KS","language":"English","time_zone":"3","area_code":"913","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-08-11T19:26:00-04:00","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00892","temp_intcode_for_auto_old_int_code":"6","organization_id":"335639","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"daven.cowan@tvh.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
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{"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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
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{"contact":{"id":"38611","email":"amandawangc@hotmail.com","first_name":"Ce","last_name":"Wang","phone":"7807105876","orgname":"Whale Brothers Logistics Ltd","customer_acct_name":"Whale Brothers Logistics Ltd","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ce Wang","language":"English","canceldate":"2024-08-02","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"LB2504254","new_member_date_2":"2023-06-13","cert_status":"PENDING","phone_2":"7807105876","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"326061","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"LB2504254","last_act_type":"2023-12-10","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":"2023-10-13","number_of_passed_courses":"4","intcode":"21","blocnote":"Nov 7 2025 vm\r\nLNC Dec 12 2025 She said that her current job is not related to payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T13:37:00-05:00","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":"L25C03792","npi_email_temp":"amandawangc@hotmail.com","pcl_completion_date_5":"2028-08-23","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
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{"contact":{"id":"37238","email":"vicky.viu666@gmail.com","first_name":"Kelan","last_name":"Zhang","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Kelan Zhang","language":"English","canceldate":"2025-02-04","cpa_certification":"PCP","time_zone":"2","area_code":"437","members_type":"CAND","new_member_date_2":"2023-01-03","cert_status":"PENDING","phone_2":"4379842566","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"319936","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C03185","last_act_type":"2023-12-15","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2023-07-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-06-06","number_of_passed_courses":"4","intcode":"21","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T10:42:00-05:00","temp_intcode_for_auto_old_int_code":"21","old_int_code":"16","trc":"True","wera":"True","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03185","npi_email_temp":"vicky.viu666@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"37344","email":"guecioueurkhadidja@gmail.com","first_name":"Khadidja","last_name":"Guecioueur","phone":"5148258635","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Khadidja Guecioueur","language":"English","canceldate":"2023-02-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C01384","new_member_date_2":"2020-12-15","phone_2":"5148258635","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"295878","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01384","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-01-12","pcl_status":"P","pcl_completion_date":"2021-04-07","pf1_status":"F","pf1_completion_date":"2021-06-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"guecioueurkhadidja@gmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"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","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
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{"contact":{"id":"37284","email":"veselina.b@hotmail.com","first_name":"Veselina","last_name":"Bellaj","phone":"4169393523","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Veselina Bellaj","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C01142","new_member_date_2":"2023-09-28","phone_2":"4169393523","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"288404","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C01142","last_act_type":"2023-12-13","pcl_status":"P","pcl_completion_date":"2020-08-23","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"F","pf2_completion_date":"2023-12-18","number_of_passed_courses":"2","intcode":"06","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:32:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"veselina.b@hotmail.com","pcl_completion_date_5":"2025-08-23","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"37107","email":"jbwasyk@gmail.com","first_name":"Barbara","last_name":"Wasyk","phone":"7804521991","orgname":"Glenora Child Care Society","customer_acct_name":"Glenora Child Care Society","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Barbara Wasyk","language":"English","canceldate":"2024-06-04","time_zone":"4","area_code":"780","members_type":"CAND","new_member_date_2":"2023-03-30","phone_2":"7802228294","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"271216","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C00874","last_act_type":"2023-03-30","pcl_status":"P","pcl_completion_date":"2019-05-06","pf1_status":"F","pf1_completion_date":"2023-09-13","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 13 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T16:31:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"jbwasyk@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C00874","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"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","latest_paid_thru":"2025-08-31"}},"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":"2023-12-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vlepage2787@hotmail.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"37133","email":"jodiansjones@gmail.com","first_name":"Jodian","last_name":"Jones","phone":"9054395487","orgname":"Great Canadian Gaming Corp.","customer_acct_name":"Great Canadian Gaming Corp.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Jodian Jones, PCP","language":"English","canceldate":"2024-02-03","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2022-12-16","cert_status":"ACTIVE","phone_2":"6477872439","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"319768","organization_id":"50642","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2505692","old_do_id":"LB2505692","last_act_type":"2025-04-21","company_paid_thru":"2026-09-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-12-18","pf2_status":"P","pf2_completion_date":"2024-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-07-22","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jodiansjones@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39869","email":"gabrielle.lee@bci.ca","first_name":"Gabrielle","last_name":"Lee","phone":"7784108005","orgname":"BCI","customer_acct_name":"BCI","tags":"250709 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Gabrielle Lee","language":"English","canceldate":"2024-02-03","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"PRO","new_member_date_2":"2018-12-20","pds_april":"4","cert_status":"WITHDRAWN","phone_2":"2508844052","province":"BC","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"226518","intcode":"01","blocnote":"Julky 2 2025 nmber not in service\n2026-05-12 invalid phone destination, phone: +17784108005\n2026 May 12 - Reached voicemail; contact said 'It's Gabrielle' and asked to leave a message.\n2026-05-14 invalid phone destination, phone: +17784108005\n2026 May 14 - reached voicemail; contact said 'Leave me a message.'\n2026-05-19 invalid phone destination, phone: +17784108005\n2026 May 19 call reached voicemail, no contact made\n2026-05-21 invalid phone destination, phone: +17784108005\n2026 May 21 contact Gabrielle answered, completed survey, declined renewal citing no longer working in payroll.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:08-04:00","old_int_code":"08","pds_july":"4","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25P00906","temp_intcode_for_auto_old_int_code":"01","pds_august":"4","pds_september":"4","last_infoline_date_type":"2022-05-08","last_conf_date_type":"2020-06-17","last_act_type":"2024-03-05","pcl_status":"P","pcl_completion_date":"2014-09-25","pf1_status":"P","pf1_completion_date":"2015-10-19","pf2_status":"P","pf2_completion_date":"2017-03-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-12-18","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"4","npi_email_temp":"gabrielle.lee@bci.ca","pcl_completion_date_5":"2019-09-25","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","thewithdrawaldate":"2024-02-03","aitm_status_called":"2026-05-21T12:47:08-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b9ad977eddfef6747aeff721bbe","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b9ad977eddfef6747aeff721bbe","npi_transcriptsummary":"The agent spoke with Gabrielle regarding her lapsed Professional membership with the National Payroll Institute. Gabrielle answered survey questions about her initial reason for joining, satisfaction level, and age range, but declined to renew her membership, citing that she is no longer working in payroll.","aitm_callsummarytitle":"Membership Renewal Declined by Gabrielle","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"The contact is no longer working in payroll.","initialvalue":"Designation","othermemberbenefit":"Voicemail only","prootherreasonsnottorenew":"Voicemail only, no reason provided","age_range":"31-45","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P00906","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37262","email":"tcprestay@gmail.com","first_name":"Tanya","last_name":"Prestay","phone":"","orgname":"PwC","customer_acct_name":"PwC","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Tanya Prestay","language":"English","canceldate":"2023-09-02","time_zone":"5","area_code":"604","members_type":"AST","do_id":"L25A01560","new_member_date_2":"2022-07-22","phone_2":"6045066600","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"314873","intcode":"06","blocnote":"June 13 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:46-04:00","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25A01560","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-11-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"tcprestay@gmail.com","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T19:23:25-04:00","number_of_call_attempts":"8","number_of_total_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","session_id":"call_38d37dbb5f36fc074231e6c47dd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_38d37dbb5f36fc074231e6c47dd"}},"seriesid":"163"}
{"contact":{"id":"44558","email":"mathieufortier31@icloud.com","first_name":"Mathieu","last_name":"Fortier","phone":"4184756601","orgname":"Dubreton","customer_acct_name":"Dubreton","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"322575","full_name":"Mathieu Fortier","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2023-03-10","paid_thru":"2025-09-30","phone_2":"4189327343","pcl_status":"P","pcl_completion_date":"2023-07-11","pf1_status":"P","pf1_completion_date":"2024-06-20","pf2_status":"P","pf2_completion_date":"2024-12-18","trc":"True","wera":"False","province":"QC","last_act_type":"2024-09-25","language":"French","lead_status":"Refused","time_zone":"2","number_of_passed_courses":"3","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C8372","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"lnc \r\n4 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T10:28:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"mathieufortier31@icloud.com","old_int_code":"06","old_do_id":"L25C8372","pcl_completion_date_5":"2028-07-11","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"41193","email":"lizajayi24@gmail.com","first_name":"Ireoluwatomiwa","last_name":"Ajayi","phone":"2505422366","orgname":"Kal Tire","customer_acct_name":"Kal Tire","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"344175","full_name":"Ireoluwatomiwa Ajayi","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2024-11-06","coidnewmbrdate":"2001-11-01","city_1":"London","province":"ON","language":"English","time_zone":"5","area_code":"250","phone_2":"6473307602","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-10-31","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2506142","organization_id":"50276","last_act_type":"2026-03-26","company_paid_thru":"2026-10-31","canceldate":"2025-10-28","pcl_status":"P","pcl_completion_date":"2025-03-07","pf1_status":"P","pf1_completion_date":"2025-07-22","pf2_status":"P","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pf2_completion_date":"2025-12-13","do_id":"LB2506142","old_do_id":"L25C05044","npi_email_temp":"lizajayi24@gmail.com","cert_status":"ACTIVE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-02-20","pcp_we":"APPROVED","pcl_completion_date_5":"2030-03-07","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","cpa_certification":"PCP","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44576","email":"gurkirat.tiwana4@gmail.com","first_name":"Gurkirat","last_name":"Kaur","phone":"7786363292","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"10.13.135.125","fields":{"individual_id":"329466","full_name":"Gurkirat Kaur","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2023-09-26","paid_thru":"2025-09-30","phone_2":"7786363292","pcl_status":"P","pcl_completion_date":"2024-05-23","pf1_status":"P","pf1_completion_date":"2024-07-24","pf2_status":"P","pf2_completion_date":"2025-05-12","trc":"True","wera":"False","province":"BC","last_act_type":"2025-06-02","language":"English","do_id":"L25C8388","lead_status":"Lapsed Member","time_zone":"5","number_of_passed_courses":"3","temp_do_id_for_auto_old_do_id":"L25C8388","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"24","blocnote":"LNC Dec 4 2025 vm\r\nLNC Dec 15 2025 She said she is willing to renew but was out of the country.","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T17:02:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"24","sendapplicationform":"2025-12-15T17:01:00-05:00","old_int_code":"06","last_engaged_date":"2025-12-16","npi_email_temp":"gurkirat.tiwana4@gmail.com","pcl_completion_date_5":"2029-05-23","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"39833","email":"sheila.o'hanley@adp.com","first_name":"Sheila","last_name":"O'Hanley","phone":"8662078284","orgname":"","customer_acct_name":"","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"full_name":"Sheila O'Hanley, PCP","language":"English","canceldate":"2024-09-25","cpa_certification":"PCP","time_zone":"2","area_code":"866","members_type":"PRO","new_member_date_2":"2025-11-28","pds_april":"1","cert_status":"ACTIVE","phone_2":"2502809370","province":"BC","zerobounce_reason":"catch-all","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"226258","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2507194","pds_august":"1","pds_september":"1","last_infoline_date_type":"2025-10-01","last_act_type":"2026-12-01","pcl_status":"P","pcl_completion_date":"2016-02-21","pf1_status":"P","pf1_completion_date":"2016-06-21","pf2_status":"P","pf2_completion_date":"2017-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-12-07","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"L25P00901","pds_november":"1","npi_email_temp":"sheila.o'hanley@adp.com","pcl_completion_date_5":"2021-02-21","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"41797","email":"ladymystery4848@gmail.com","first_name":"Lisa","last_name":"Hildrieth","phone":"5194347570","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"324771","full_name":"Lisa (Angel) Hildrieth","lead_status":"Refused","members_type":"CAND","new_member_date_2":"2023-05-24","city_1":"London","province":"ON","language":"English","time_zone":"2","area_code":"519","phone_2":"5194347570","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":"L25C05284","last_act_type":"2024-04-23","pcl_status":"P","pcl_completion_date":"2023-09-09","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 18 November 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T13:28:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","old_int_code":"16","trc":"True","wera":"False","npi_email_temp":"ladymystery4848@gmail.com","pcl_completion_date_5":"2028-09-09","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","date_of_renewal_identification":"","old_do_id":"L25C05284","ln_entered_date":"2026-05-27"}},"seriesid":"163"}
{"contact":{"id":"46000","email":"finance@dechen.ca","first_name":"Karen","last_name":"Reedel","phone":"2362000929","orgname":"Dechen Ventures LP","customer_acct_name":"Dechen Ventures LP","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"330335","full_name":"Karen Reedel","members_type":"CORP","paid_thru":"2024-09-30","organization_id":"330334","trc":"False","wera":"False","province":"BC","last_act_type":"2024-11-28","language":"English","last_infoline_date_type":"2024-03-22","corp_cancel_date":"2024-12-04","do_id":"L25O4418","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4418","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"finance@dechen.ca","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","company_paid_thru":"2024-09-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44514","email":"vfaltas8@gmail.com","first_name":"Victor","last_name":"Faltas","phone":"8005636072","orgname":"First Student ULC.","customer_acct_name":"First Student ULC.","tags":"251202 New Lapsed","ip4":"10.13.142.16","fields":{"individual_id":"220325","full_name":"Victor Reyad Faltas, PCP","members_type":"PRO","new_member_date_2":"2013-10-24","paid_thru":"2026-09-30","phone_2":"2896801671","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2014-03-25","pf1_status":"P","pf1_completion_date":"2016-05-09","pf2_status":"P","pf2_completion_date":"2017-06-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-04-01","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2025-12-18","language":"English","last_infoline_date_type":"2024-01-19","lead_status":"Not Relevant","time_zone":"2","number_of_passed_courses":"4","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"AST02622","date_of_renewal_identification":"2025-12-24","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"LN \/ 04 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T11:59:00-05:00","temp_intcode_for_auto_old_int_code":"99","old_do_id":"AST02622","telemarketing_call_date":"2025-12-04","old_int_code":"06","npi_email_temp":"vfaltas8@gmail.com","pcl_completion_date_5":"2019-03-25","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"39864","email":"lucyxu2007@hotmail.com","first_name":"Chunyan","last_name":"Xu","phone":"7788827173","orgname":"Lazar Plumbing & Heating Inc.","customer_acct_name":"Lazar Plumbing & Heating Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Chunyan Xu","language":"English","canceldate":"2024-07-03","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"PRO","do_id":"L25P01526","new_member_date_2":"2021-05-25","cert_status":"WITHDRAWN","phone_2":"6043761698","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"301620","intcode":"15","blocnote":"July 2 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 25 call reached voicemail.\n2026 May 25 contact Chunyan answered and acknowledged membership benefits explanation","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:09-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25P01526","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-01-10","pcl_status":"P","pcl_completion_date":"2021-08-22","pf1_status":"P","pf1_completion_date":"2022-01-02","pf2_status":"P","pf2_completion_date":"2023-02-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-06-28","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"lucyxu2007@hotmail.com","pcl_completion_date_5":"2026-08-22","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","thewithdrawaldate":"2024-07-03","aitm_status_called":"2026-05-25T14:32:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Chunyan and explained the benefits of the National Payroll Institute membership after noting that her Professional membership recently lapsed. Chunyan acknowledged the information, and the agent asked permission to continue with a few short questions about her membership experience.","aitm_callsummarytitle":"Membership Benefits Explained to Chunyan","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cd0da5f089c40aacc433f1d0fcc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cd0da5f089c40aacc433f1d0fcc","number_of_total_call_attempts":"2","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37337","email":"hollymark99@gmail.com","first_name":"Holly","last_name":"Mark-Hilton","phone":"5145183676","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Holly Mark-Hilton","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C02385","new_member_date_2":"2022-05-09","phone_2":"5145183676","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"312784","paid_thru":"2023-04-30","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":"L25C02385","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-11-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"hollymark99@gmail.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"39849","email":"elizabeth.nguyen9@gmail.com","first_name":"Ngoc","last_name":"Nguyen","phone":"9056326314","orgname":"","customer_acct_name":"","tags":"npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Ngoc Nguyen","language":"English","canceldate":"2024-02-29","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2019-03-14","cert_status":"ACTIVE","phone_2":"2892427336","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"274101","intcode":"99","blocnote":"Julyu 2 2025 ask for payroll","dhmsfin_telemarketing_last_contacted_date":"2025-07-02T18:26:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-11-30","temp_do_id_for_auto_old_do_id":"L25P02570","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25P01282","old_int_code":"6","last_act_type":"2026-04-05","date_of_renewal_identification":"2026-05-28","do_id":"L25P02570","pcl_status":"P","pcl_completion_date":"2019-07-02","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":"2021-03-02","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","organization_id":"357388","npi_email_temp":"elizabeth.nguyen9@gmail.com","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"30\/11\/2026","company_paid_thru":"2026-11-30","latest_paid_thru":"2026-11-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40687","email":"kristinekinner1@gmail.com","first_name":"Kristine","last_name":"Kinner","phone":"7786793667","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":"290736","full_name":"Kristine Kinner","members_type":"CAND","do_id":"L25C04731","lead_status":"Lapsed Member","new_member_date_2":"2024-03-06","city_1":"Sidney","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7786793667","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"PENDING","canceldate":"2025-05-02","cpa_certification":"PCP","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04731","last_act_type":"2024-06-03","pcl_status":"P","pcl_completion_date":"2020-09-13","pf1_status":"P","pf1_completion_date":"2020-11-22","pf2_status":"P","pf2_completion_date":"2021-02-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-06-21","number_of_passed_courses":"4","intcode":"01","blocnote":"Nov 10 2025 vm\r\nLNC Dec 15 2025 Survey completed. She is no longer in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T12:48:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","trc":"True","wera":"True","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 no longer in payroll.","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Native","old_int_code":"06","npi_email_temp":"kristinekinner1@gmail.com","pcl_completion_date_5":"2025-09-13","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
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{"contact":{"id":"44470","email":"intheblackabbotsford@gmail.com","first_name":"Jennifer","last_name":"Seward","phone":"6043080336","orgname":"In the Black Bookkeeping Services Ltd.","customer_acct_name":"In the Black Bookkeeping Services Ltd.","tags":"npiAlert18, AI Contacts sent to TM 2026, 251119 New AST, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"289315","full_name":"Jennifer Seward, CPB","members_type":"AST","new_member_date_2":"2025-11-14","paid_thru":"2026-10-31","phone_2":"6043080336","province":"BC","language":"English","do_id":"AST2483","time_zone":"5","number_of_passed_courses":"0","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2483","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","trc":"False","wera":"False","last_act_type":"2026-12-02","sendwelcomeapplicationform":"2025-12-04T12:13:00-05:00","regular_email_change_date":"2025-12-04T12:13:45-05:00","blocnote":"May 14 2026 Survey completed - resource and application emails","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T13:56:00-04:00","intcode":"31","telemarketing_call_date":"2026-05-14","temp_intcode_for_auto_old_int_code":"31","npi_email_temp":"intheblackabbotsford@gmail.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"Yes","old_int_code":"06","sendaigeneral":"2026-05-14T13:55:00-04:00","sendaiemail":"2026-05-14T13:55:24-04:00","sendaidate":"2026-05-14T13:55:24-04:00","sendcandapplicationform":"2026-05-14T13:55:00-04:00","last_infoline_date_type":"2026-12-02"}},"seriesid":"163"}
{"contact":{"id":"44507","email":"l.leask@outlook.com","first_name":"Lynn","last_name":"Leask","phone":"7053265944","orgname":"Wolf Steel","customer_acct_name":"Wolf Steel","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"19297","full_name":"Lynn Leask, PLP","members_type":"PRO","canceldate":"2025-12-02","new_member_date_2":"2017-09-29","paid_thru":"2025-09-30","phone_2":"7053265944","cert_status":"WITHDRAWN","trc":"False","wera":"False","cpa_certification":"CPM","province":"ON","last_act_type":"2026-02-03","language":"English","last_infoline_date_type":"2021-04-14","pds_november":"16","do_id":"L25P2697","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":"L25P2697","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"LN \/ 04 December 2025 Not in service","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T11:48:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"l.leask@outlook.com","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"45894","email":"kathys@teniscipiva.com","first_name":"Kathy","last_name":"Shumard","phone":"2503727655","orgname":"Tenisci Piva LLP","customer_acct_name":"Tenisci Piva LLP","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"123878","full_name":"Kathy Shumard","members_type":"CORP","paid_thru":"2024-11-30","organization_id":"332032","trc":"False","wera":"False","province":"BC","last_act_type":"2023-01-12","language":"English","last_infoline_date_type":"2020-05-27","corp_cancel_date":"2025-02-04","do_id":"L25O2608","number_of_passed_courses":"0","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":"L25O2608","npi_email_temp":"kathys@teniscipiva.com","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","company_paid_thru":"2024-11-30","blocnote":"May 27 vm","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41882","email":"gitikasingh16@gmail.com","first_name":"Gitika","last_name":"Pahuja","phone":"2898280141","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":"338233","full_name":"Gitika Pahuja","lead_status":"Lapsed Member","do_id":"L25C05330","members_type":"CAND","new_member_date_2":"2024-05-30","city_1":"Burlington","province":"ON","language":"English","time_zone":"2","area_code":"289","phone_2":"2898280141","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":"L25C05330","last_act_type":"2024-03-06","pcl_status":"P","pcl_completion_date":"2024-08-26","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 18 November 2025 VM not initialized","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T13:30:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"gitikasingh16@gmail.com","pcl_completion_date_5":"2029-08-26","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"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","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"41965","email":"c.m.boutette@gmail.com","first_name":"Charlene","last_name":"Boutette","phone":"9058750708","orgname":"TRAFFIX Works Ltd.","customer_acct_name":"TRAFFIX Works Ltd.","tags":"WR250827, npiAlert24, 260522 Lapsed DEL","ip4":"10.13.144.179","fields":{"individual_id":"69279","full_name":"Charlene Boutette, PLP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2021-09-08","city_1":"Mississauga","province":"ON","language":"English","time_zone":"2","area_code":"905","phone_2":"9057858311","zerobounce_reason":"abuse","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","placeholder_email_change_date":"2025-07-23T16:40:49-04:00","pds_july":"16","cpa_certification":"CPM","cert_status":"ACTIVE","paid_thru":"2026-06-30","intcode":"99","blocnote":"Sept 25 2025 completed \r\nemail updated and she renewed her membership under the organizational memberhsip\r\nshe has a question about when the US year end courses will be back in person and not online","dhmsfin_telemarketing_last_contacted_date":"2025-09-25T15:32:00-04:00","coidnewmbrdate":"17\/07\/25 00:00","date_of_renewal_identification":"2026-05-28","canceldate":"2025-08-26","temp_do_id_for_auto_old_do_id":"LB2504594","temp_intcode_for_auto_old_int_code":"99","organization_id":"342538","pds_august":"16","regular_email_change_date":"2025-09-25T11:09:12-04:00","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","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","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","old_int_code":"18","pds_september":"17","last_infoline_date_type":"2025-09-19","last_act_type":"2026-12-01","company_paid_thru":"2026-06-30","number_of_passed_courses":"0","pds_october":"17","trc":"False","wera":"False","pds_november":"17","do_id":"LB2504594","old_do_id":"L25P02025","npi_email_temp":"c.m.boutette@gmail.com","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37134","email":"priyakantsharma1995@gmail.com","first_name":"Priyakant","last_name":"Sharma","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Priyakant Sharma","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C02631","new_member_date_2":"2022-10-04","phone_2":"4168970670","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"314582","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C02631","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-09-23","last_act_type":"2022-09-23","pcl_status":"P","pcl_completion_date":"2022-11-09","pf1_status":"P","pf1_completion_date":"2022-10-24","pf2_status":"P","pf2_completion_date":"2022-12-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"priyakantsharma1995@gmail.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
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{"contact":{"id":"44515","email":"tlee@cosmeticalabs.com","first_name":"Treyomi","last_name":"Lee","phone":"4166152400","orgname":"Cosmetica Laboratories Inc.","customer_acct_name":"Cosmetica Laboratories Inc.","tags":"251202 New Lapsed, TMAI, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"240097","full_name":"Treyomi Lee","members_type":"AST","canceldate":"2024-03-02","new_member_date_2":"2016-01-12","paid_thru":"2025-09-30","phone_2":"4168735923","organization_id":"145362","pcl_status":"P","pcl_completion_date":"2016-05-02","pf1_status":"F","pf1_completion_date":"2022-07-11","trc":"False","wera":"False","province":"ON","last_act_type":"2025-11-21","language":"English","last_infoline_date_type":"2025-09-24","do_id":"L25A03130","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":"L25A03130","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"LNC \/ 04 December 2025 VM\n2026 Mar 02 contact informed Treyomi no longer works at company, no new contact info - transferred to payroll","dhmsfin_telemarketing_last_contacted_date":"2026-03-02T14:51:20-05:00","temp_intcode_for_auto_old_int_code":"16","npi_email_temp":"tlee@cosmeticalabs.com","aitm_status_called":"2026-03-02T14:51:20-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to discuss the renewal of Treyomi's lapsed NPI membership but was informed by a representative that Treyomi no longer works at the company and no new contact information was available. The call was transferred to the payroll department for further assistance.","aitm_callsummarytitle":"No contact with Treyomi, transferred to payroll","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","old_do_id":"L25O05606","pcl_completion_date_5":"2021-05-02","ln_entered_date":"2026-06-01","formatted_paid_thru":"30\/09\/2025","company_paid_thru":"2025-09-30","latest_paid_thru":"2025-09-30","corp_cancel_date":"2025-12-02","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"37817","email":"hardy.vanessalynn@gmail.com","first_name":"Vanessa","last_name":"Hardy","phone":"9023037557","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Vanessa Hardy","language":"English","canceldate":"2024-07-03","time_zone":"1","area_code":"902","members_type":"CAND","new_member_date_2":"2023-05-26","phone_2":"9023037557","province":"PE","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"325346","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03702","last_act_type":"2023-09-09","pcl_status":"F","pcl_completion_date":"2023-09-25","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T08:40:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"hardy.vanessalynn@gmail.com","pcl_completion_date_5":"2028-09-25","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03702","ln_entered_date":"2026-05-27"}},"seriesid":"163"}
{"contact":{"id":"43094","email":"pleclair13@gmail.com","first_name":"Patricia","last_name":"Leclair","phone":"4388708394","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"354112","full_name":"Patricia Leclair","members_type":"CAND","new_member_date_2":"2025-08-25","city_1":"Longueuil","province":"QC","language":"French","area_code":"438","lead_status":"Renewed Lapsed","phone_2":"4388708394","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":"LB2506824","last_act_type":"2025-08-22","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","old_do_id":"L25C05888","npi_email_temp":"pleclair13@gmail.com","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"46035","email":"cfleurent@saninord.ca","first_name":"Carole","last_name":"Fleurent","phone":"4504361107","orgname":"Sani-Nord","customer_acct_name":"Sani-Nord","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"312902","full_name":"Carole Fleurent","members_type":"CORP","paid_thru":"2024-04-30","organization_id":"312901","trc":"False","wera":"False","province":"QC","language":"French","corp_cancel_date":"2024-07-03","do_id":"L25O3629","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3629","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"cfleurent@saninord.ca","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","company_paid_thru":"2024-04-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39362","email":"axispayroll@axis.bc.ca","first_name":"Yulia","last_name":"Dynkoya","phone":"2503921000","orgname":"Axis Family Resources Ltd.","customer_acct_name":"Axis Family Resources Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"language":"English","canceldate":"2025-02-04","time_zone":"5","area_code":"250","members_type":"CORP","do_id":"L25O00836","new_member_date_2":"2018-12-13","province":"BC","zerobounce_reason":"catch-all","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"270238","intcode":"03","blocnote":"June 25 2025 vm\r\nSept 8 2025 Yulia the director of finance said that they think that paying for 2 separate professional memberships for there employees  is better than having corporate membership. That is why they are not corporate members any more.","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T18:29:00-04:00","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25O00836","temp_intcode_for_auto_old_int_code":"3","last_infoline_date_type":"2019-02-25","last_act_type":"2025-01-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"axispayroll@axis.bc.ca","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"39824","email":"paulahallett@live.ca","first_name":"Paula","last_name":"Hallett","phone":"9058580206","orgname":"infra Pipe Solutions Ltd.","customer_acct_name":"infra Pipe Solutions Ltd.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Paula Hallett","language":"English","canceldate":"2023-08-02","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25P00426","new_member_date_2":"2016-06-16","pds_april":"4","cert_status":"WITHDRAWN","phone_2":"9056997932","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"40273","intcode":"06","blocnote":"July 2 2025 vm\r\nSept 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T15:16:00-04:00","pds_july":"4","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":"L25P00426","temp_intcode_for_auto_old_int_code":"6","pds_august":"4","pds_september":"4","last_infoline_date_type":"2019-08-22","last_act_type":"2023-10-31","pf2_status":"P","pf2_completion_date":"2010-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-04-02","number_of_passed_courses":"2","pds_october":"4","trc":"False","wera":"False","pds_november":"4","npi_email_temp":"paulahallett@live.ca","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"38770","email":"monica.allen@adp.com","first_name":"Monica","last_name":"Allen","phone":"4162077995","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Monica Allen, PCP,CPA","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CORP","do_id":"","new_member_date_2":"2019-05-01","pds_april":"15","cert_status":"ACTIVE","phone_2":"7809779025","province":"AB","zerobounce_reason":"catch-all","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"107922","organization_id":"8176","pipeline_2_members_only_ast":"","pds_july":"15","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25P00546","pds_august":"15","pds_september":"15","last_infoline_date_type":"2025-08-18","last_act_type":"2026-12-01","company_paid_thru":"2026-12-31","number_of_passed_courses":"0","pds_october":"15","trc":"True","wera":"False","pds_november":"15","npi_email_temp":"monica.allen@adp.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25P00546","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38730","email":"biasutto80@gmail.com","first_name":"Claudia","last_name":"Biasutto","phone":"9053922660","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Claudia Biasutto","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C03069","new_member_date_2":"2023-11-27","phone_2":"9053922660","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"318255","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C03069","last_act_type":"2023-08-12","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T13:22:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"biasutto80@gmail.com","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"37216","email":"georgina.bury@outlook.com","first_name":"Georgina","last_name":"Bury","phone":"2502669452","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Georgina Bury","language":"English","canceldate":"2024-05-02","time_zone":"5","area_code":"250","members_type":"CAND","new_member_date_2":"2023-03-20","phone_2":"2502669452","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322920","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"LB2505239","last_act_type":"2023-07-14","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 She said she did membership for a temporary job.","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:00:00-05:00","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":"L25C03427","do_id":"LB2505239","npi_email_temp":"georgina.bury@outlook.com","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"contact":{"id":"37815","email":"aanshan903@gmail.com","first_name":"Kartikey","last_name":"Raval","phone":"3067756118","orgname":"Saskatchewan Government Insurance","customer_acct_name":"Saskatchewan Government Insurance","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Kartikey Raval, PCP","language":"English","canceldate":"2024-12-12","cpa_certification":"PCP","time_zone":"3","area_code":"306","members_type":"CORP","do_id":"","new_member_date_2":"2023-02-17","cert_status":"ACTIVE","phone_2":"6393828991","province":"SK","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"321133","organization_id":"36209","pipeline_2_members_only_ast":"","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25C03259","last_act_type":"2025-12-18","company_paid_thru":"2027-01-31","pcl_status":"P","pcl_completion_date":"2023-06-28","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","pf2_completion_date":"2024-06-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-10-24","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"aanshan903@gmail.com","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","old_do_id":"L25C03259","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44496","email":"shellfind444@gmail.com","first_name":"Shelley","last_name":"Findlay","phone":"6044559663","orgname":"Windsor Building Supplies","customer_acct_name":"Windsor Building Supplies","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"11904","full_name":"Shelley Findlay, PLP","members_type":"PRO","canceldate":"2025-12-02","new_member_date_2":"1996-10-01","paid_thru":"2025-09-30","phone_2":"6042026066","cert_status":"WITHDRAWN","trc":"False","wera":"False","cpa_certification":"CPM","province":"BC","last_act_type":"2026-03-31","language":"English","last_infoline_date_type":"2024-11-22","pds_november":"21","last_conf_date_type":"2021-06-09","do_id":"L25P2690","lead_status":"Lapsed Member","time_zone":"5","number_of_passed_courses":"0","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P2690","pipeline_1_lapsed_members":"Lapsed Members","intcode":"21","blocnote":"LN \/ 04 December 2025 Retired","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T12:02:00-05:00","temp_intcode_for_auto_old_int_code":"21","notrenewednolongerinpayroll":"Yes","old_int_code":"12","npi_email_temp":"shellfind444@gmail.com","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"41914","email":"ram.mehta@employmenthero.com","first_name":"Ram","last_name":"Mehta","phone":"8444384864","orgname":"Humi Payroll Ltd.","customer_acct_name":"Humi Payroll Ltd.","tags":"WR250716, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Ram Mehta","members_type":"CORP","coidnewmbrdate":"2020-11-18","city_1":"Toronto","province":"ON","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-10-31","individual_id":"352230","organization_id":"243765","language":"English","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":"LB2506892","temp_do_id_for_auto_old_do_id":"LB2506892","npi_email_temp":"ram.mehta@employmenthero.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"45973","email":"lisak@grimbsypower.com","first_name":"Lisa","last_name":"Kay","phone":"9059455437","orgname":"Grimsby Power Incorp.","customer_acct_name":"Grimsby Power Incorp.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"242930","full_name":"Lisa Kay","members_type":"CORP","paid_thru":"2024-12-31","organization_id":"242929","trc":"False","wera":"False","province":"ON","last_act_type":"2017-09-22","language":"English","corp_cancel_date":"2025-03-04","extension_phone_1":"263","do_id":"L25O2894","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2894","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"lisak@grimbsypower.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"42924","email":"cjbulao@gmail.com","first_name":"Charity","last_name":"Bulao","phone":"6395372188","orgname":"Meadow Lake Tribal Council","customer_acct_name":"Meadow Lake Tribal Council","tags":"npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"278678","full_name":"Charity Jane Bulao","members_type":"AST","lead_status":"Lapsed Member","new_member_date_2":"2019-08-06","city_1":"Meadow Lake","province":"SK","language":"English","time_zone":"3","area_code":"639","phone_2":"6395372188","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25A02124","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2025-07-31","blocnote":"Sept 11 2025 vm\n2026 Feb 25 contact confirmed email and requested application form to be sent","dhmsfin_telemarketing_last_contacted_date":"2026-02-25T13:59:32-05:00","intcode":"02","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25A02124","temp_intcode_for_auto_old_int_code":"02","old_do_id":"AST2083","canceldate":"2025-10-01","last_infoline_date_type":"2020-07-04","last_act_type":"2024-02-08","pcl_status":"P","pcl_completion_date":"2020-01-05","pf1_status":"P","pf1_completion_date":"2023-05-07","pf2_status":"P","pf2_completion_date":"2023-11-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"cjbulao@gmail.com","aitm_status_called":"2026-02-25T13:59:32-05:00","number_of_call_attempts":"0","sendapplicationform":"2026-02-25T14:00:00-05:00","npi_transcriptsummary":"The agent contacted Charity regarding her lapsed Associate membership and offered to send an application form via email due to her being busy. Charity confirmed her email address, the agent sent the application form, and the call ended amicably with Charity agreeing to complete the form.","aitm_callsummarytitle":"Membership renewal email sent to Charity","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Just email sent","human_or_not":"Yes","usersentiment":"Neutral","number_of_calls_reached":"1","last_engaged_date":"2026-02-26","pcl_completion_date_5":"2025-01-05","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
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{"contact":{"id":"37082","email":"monikagarg548@gmail.com","first_name":"Monika","last_name":"Gupta","phone":"6399991468","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Monika Gupta","language":"English","canceldate":"2024-03-02","time_zone":"3","area_code":"639","members_type":"CAND","new_member_date_2":"2023-01-19","phone_2":"5878870305","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"287977","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C01123","last_act_type":"2025-12-17","pcl_status":"P","pcl_completion_date":"2020-08-09","pf1_status":"P","pf1_completion_date":"2023-05-28","pf2_status":"P","pf2_completion_date":"2024-04-29","number_of_passed_courses":"3","intcode":"21","blocnote":"wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T10:35:00-05:00","temp_intcode_for_auto_old_int_code":"21","old_int_code":"16","trc":"True","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01123","npi_email_temp":"monikagarg548@gmail.com","pcl_completion_date_5":"2025-08-09","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","last_infoline_date_type":"2025-12-17"}},"seriesid":"163"}
{"contact":{"id":"40673","email":"rash.kaur2@gmail.com","first_name":"Rashpreet","last_name":"Kaur","phone":"6043665468","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":"335074","full_name":"Rashpreet Kaur","members_type":"CAND","do_id":"L25C04724","lead_status":"Lapsed Member","new_member_date_2":"2024-03-28","city_1":"Surrey","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"6043665468","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04724","last_act_type":"2024-03-28","pcl_status":"P","pcl_completion_date":"2024-07-02","pf1_status":"F","pf1_completion_date":"2024-09-23","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 17 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T18:09:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"rash.kaur2@gmail.com","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"38793","email":"smatiuk@shaw.ca","first_name":"Shauna","last_name":"Matiuk","phone":"7804232831","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Shauna Matiuk, PCP","language":"English","canceldate":"2023-07-28","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"PRO","new_member_date_2":"2025-06-26","pds_april":"5","cert_status":"ACTIVE","phone_2":"7804673998","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"109353","intcode":"99","blocnote":"June 19 2025 vm\r\nSept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T17:01:00-04:00","pipeline_2_members_only_ast":"","pds_july":"5","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"LB2507264","temp_intcode_for_auto_old_int_code":"99","pds_august":"5","old_do_id":"L25P00548","old_int_code":"6","pds_september":"5","last_infoline_date_type":"2025-01-27","last_act_type":"2026-12-01","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2010-01-15","pf1_status":"P","pf1_completion_date":"2013-12-02","pf2_status":"P","pf2_completion_date":"2014-05-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-08-15","number_of_passed_courses":"4","pds_october":"5","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"5","npi_email_temp":"smatiuk@shaw.ca","pcl_completion_date_5":"2015-01-15","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"seriesid":"163"}
{"contact":{"id":"41163","email":"sakhik@hotmail.com","first_name":"Shakuntala","last_name":"Kumar","phone":"6478995112","orgname":"Northwind Process Cooling Ltd.","customer_acct_name":"Northwind Process Cooling Ltd.","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"237962","full_name":"Shakuntala Kumar, PCP","members_type":"PRO","new_member_date_2":"2025-06-10","city_1":"Brampton","province":"ON","language":"English","time_zone":"4","area_code":"647","phone_2":"6478995112","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","canceldate":"2016-12-02","cert_status":"ACTIVE","sendwelcomeapplicationform":"2025-07-10T16:04:00-04:00","blocnote":"July 10 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-07-10T16:07:00-04:00","onesentencenotrenewed":"","intcode":"25","source_of_membership":"Recom","job_title":"PayrollAdmin","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":"46-60","nonactive_reason":"AST->CAND\/PRO","cpa_certification":"PCP","paid_thru":"2027-05-31","old_do_id":"L25P02292","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2507054","temp_intcode_for_auto_old_int_code":"25","last_act_type":"2026-05-25","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2016-01-08","pf1_status":"P","pf1_completion_date":"2016-08-21","pf2_status":"P","pf2_completion_date":"2017-02-12","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":"sakhik@hotmail.com","pcl_completion_date_5":"2021-01-08","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"seriesid":"163"}
{"contact":{"id":"38774","email":"kgreaves@larchecalgary.org","first_name":"Kenneth","last_name":"Greaves","phone":"4039302264","orgname":"L'Arche Assoc. of Calgary","customer_acct_name":"L'Arche Assoc. of Calgary","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Kenneth Greaves","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","new_member_date_2":"2016-08-31","cert_status":"WITHDRAWN_CPE","phone_2":"4032837344","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"246131","intcode":"01","blocnote":"June 19 2025 vm\r\nSept 4 2025 vm\n2026 May 14 - Reached voicemail, left a brief message\n2026 May 14 - Reached voicemail at Ken and Sandy's Place; no human answer\n2026 May 19 voicemail reached, message left\n2026 May 19 call reached voicemail at Ken and Sandy's Place\n2026 May 21 contact declined renewal due to cost, requested Associate membership details sent - NPI# 38774","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:08-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25P01052","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2023-04-18","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2017-01-08","pf1_status":"P","pf1_completion_date":"2017-04-23","pf2_status":"P","pf2_completion_date":"2018-07-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-02-01","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kgreaves@larchecalgary.org","pcl_completion_date_5":"2022-01-08","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","thewithdrawaldate":"2024-10-02","aitm_status_called":"2026-05-21T11:37:08-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Kenneth regarding his lapsed NPI Professional membership. Kenneth expressed satisfaction with the membership but declined to renew due to cost. The agent offered information about the Associate membership, which Kenneth requested, and the agent confirmed his email to send the details.","aitm_callsummarytitle":"Membership Renewal Declined, Associate Info Sent","notrenewedwanttorenew":"No","mini_nps":"5","onesentencenotrenewed":"The overall cost is more than I can afford.","initialvalue":"Designation","othermemberbenefit":"Voicemail reached, no details","prootherreasonsnottorenew":"Contact not reached; voicemail","age_range":"61+","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5aa9745861bae4b6a1c9aecd2e6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5aa9745861bae4b6a1c9aecd2e6","sendapplicationform":"2026-05-21T11:41:00-04:00","thewithdrawaldate_3_years":"2027-10-02","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P01052","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37137","email":"fawnbc@gmail.com","first_name":"Fawn","last_name":"Canoe","phone":"4166069626","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Fawn Big Canoe","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2023-03-20","phone_2":"4166069626","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322847","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03418","last_act_type":"2023-07-14","pcl_status":"F","pcl_completion_date":"2023-07-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:17:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"fawnbc@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03418","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"contact":{"id":"37195","email":"joburgos_3029@yahoo.com","first_name":"Josephine","last_name":"Burgos","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Josephine Burgos","language":"English","canceldate":"2023-09-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C02637","new_member_date_2":"2022-07-09","phone_2":"4036141261","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314589","paid_thru":"2023-06-30","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":"L25C02637","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-07","pcl_status":"P","pcl_completion_date":"2022-09-25","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2023-02-06","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"joburgos_3029@yahoo.com","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"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","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":"2023-11-07","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","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"contact":{"id":"37316","email":"omid.farid399@gmail.com","first_name":"Omid","last_name":"Farid","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Omid Farid","language":"English","canceldate":"2023-07-11","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C02383","new_member_date_2":"2022-05-16","phone_2":"3069140942","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"312742","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02383","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-19","pcl_status":"F","pcl_completion_date":"2022-08-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"omid.farid399@gmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"39793","email":"taousraab@gmail.com","first_name":"Taous","last_name":"Raab","phone":"5144153000","orgname":"","customer_acct_name":"","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"full_name":"Taous Raab","language":"French","canceldate":"2024-11-11","cpa_certification":"SCP","time_zone":"2","area_code":"514","members_type":"PRO","do_id":"L25P01167","new_member_date_2":"2018-02-27","cert_status":"WITHDRAWN","phone_2":"4387641310","province":"QC","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"261161","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P01167","last_act_type":"2025-11-25","pcl_status":"P","pcl_completion_date":"2018-06-24","pf1_status":"P","pf1_completion_date":"2019-12-16","pf2_status":"P","pf2_completion_date":"2021-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-06-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"taousraab@gmail.com","pcl_completion_date_5":"2023-06-24"}},"seriesid":"163"}
{"contact":{"id":"42985","email":"ebarreto@amada.ca","first_name":"Eliane","last_name":"Barreto","phone":"9056769610","orgname":"Amada Canada Ltd","customer_acct_name":"Amada Canada Ltd","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"322947","full_name":"Eliane Barreto","members_type":"CAND","new_member_date_2":"2025-08-25","city_1":"Brampton","province":"ON","language":"English","area_code":"905","lead_status":"Renewed Lapsed","phone_2":"6479852603","time_zone":"2","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":"LB2505041","last_act_type":"2025-06-10","last_infoline_date_type":"2025-06-10","pcl_status":"P","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcl_completion_date":"2025-12-02","old_do_id":"L25C05791","npi_email_temp":"ebarreto@amada.ca","pcl_completion_date_5":"2030-12-02","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","pf1_status":"E"}},"seriesid":"163"}
{"contact":{"id":"41892","email":"dohhee84@gmail.com","first_name":"Dohhee","last_name":"Lee","phone":"7782382200","orgname":"Sd35","customer_acct_name":"Sd35","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"338179","full_name":"Dohhee Lee","lead_status":"Lapsed Member","do_id":"L25C05340","members_type":"CAND","new_member_date_2":"2024-05-28","city_1":"Langley","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7782382200","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":"L25C05340","last_act_type":"2024-11-29","pcl_status":"P","pcl_completion_date":"2024-09-03","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 18 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T18:41:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"dohhee84@gmail.com","pcl_completion_date_5":"2029-09-03","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"41927","email":"andrea.sanchez@paycomonline.com","first_name":"Andrea","last_name":"Sanchez","phone":"8005804505","orgname":"Paycom","customer_acct_name":"Paycom","tags":"WR250716, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Andrea Sanchez","members_type":"CORP","coidnewmbrdate":"2024-01-17","city_1":"Oklahoma City","province":"OK","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-12-31","individual_id":"352755","organization_id":"333342","language":"English","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":"LB2504301","temp_do_id_for_auto_old_do_id":"LB2504301","npi_email_temp":"andrea.sanchez@paycomonline.com","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"41891","email":"dramsden99@yahoo.com","first_name":"Daniel","last_name":"Ramsden","phone":"5877784719","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"325073","full_name":"Daniel Ramsden","lead_status":"Refused","members_type":"CAND","new_member_date_2":"2023-05-16","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"587","phone_2":"5877784719","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":"L25C05339","last_act_type":"2024-08-27","pcl_status":"P","pcl_completion_date":"2023-09-10","number_of_passed_courses":"1","intcode":"21","blocnote":"Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T12:53:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"dramsden99@yahoo.com","pcl_completion_date_5":"2028-09-10","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C05339"}},"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, AI Contacts sent to TM 2026, 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 received a call and awaits to the next call","pipeline_1_lapsed_members":"","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","paid_thru":"2026-07-31","cert_status":"PENDING","blocnote":"may 13 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:21:00-04:00","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":"2026-05-13","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","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"45956","email":"no-email474@ler.com","first_name":"Khadidja","last_name":"Mody","phone":"4034730402","orgname":"TotalEnergies EP Canada Ltd","customer_acct_name":"TotalEnergies EP Canada Ltd","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"318875","full_name":"Khadidja Mody","members_type":"CORP","paid_thru":"2023-12-31","organization_id":"90440","trc":"False","wera":"False","province":"AB","last_act_type":"2024-07-23","language":"English","last_infoline_date_type":"2023-11-28","corp_cancel_date":"2024-03-02","do_id":"L25O3620","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3620","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email474@ler.com","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37872","email":"billing@alfcentral.com","first_name":"Natasha","last_name":"Smyth","phone":"6046921257","orgname":"ALF Software Inc.","customer_acct_name":"ALF Software Inc.","tags":"250620 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Natasha Smyth","language":"English","canceldate":"2024-11-28","cpa_certification":"CPM","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P00476","new_member_date_2":"2020-10-05","pds_april":"7","cert_status":"WITHDRAWN","phone_2":"7785492575","province":"BC","zerobounce_reason":"do_not_mail","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"72505","intcode":"06","blocnote":"June 16 2025 Number not in service\n2026-05-12 Dial no answer, phone: +16046921257\n2026 May 12 call reached voicemail, no conversation.\n2026-05-14 Dial no answer, phone: +16046921257\n2026 May 14 - reached voicemail; no contact\n2026-05-19 invalid phone destination, phone: +16046921257\n2026 May 19 call reached voicemail\n2026-05-21 Dial no answer, phone: +16046921257\n2026 May 21 call reached voicemail after greeting","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:08-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"05","pds_july":"7","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25P00476","temp_intcode_for_auto_old_int_code":"06","pds_august":"7","pds_september":"7","last_infoline_date_type":"2021-04-06","last_conf_date_type":"2023-07-12","last_act_type":"2025-02-26","pf2_status":"P","pf2_completion_date":"2007-01-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2006-08-27","number_of_passed_courses":"2","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"billing@alfcentral.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","thewithdrawaldate":"2024-11-28","aitm_status_called":"2026-05-21T12:47:08-04:00","number_of_call_attempts":"7","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b0b0830c0a8e497a27e85c1dc74","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b0b0830c0a8e497a27e85c1dc74","npi_transcriptsummary":"The call was an outbound attempt to reach Natasha, but it went to voicemail after a brief greeting exchange.","aitm_callsummarytitle":"Voicemail reached after greeting","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail picked up.","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","initialvalue":"Other","othermemberbenefit":"No information obtained","prootherreasonsnottorenew":"Left blank due to no contact","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"45986","email":"no-email433@ler.com","first_name":"Mandy","last_name":"Hamilton","phone":"5063254597","orgname":"Town of Woodstock","customer_acct_name":"Town of Woodstock","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"276664","full_name":"Mandy Hamilton","members_type":"CORP","paid_thru":"2023-09-30","organization_id":"109327","trc":"False","wera":"False","province":"NB","last_act_type":"2019-08-19","language":"English","corp_cancel_date":"2023-12-02","do_id":"L25O3375","number_of_passed_courses":"0","time_zone":"1","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","temp_do_id_for_auto_old_do_id":"L25O3375","npi_email_temp":"no-email433@ler.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37347","email":"lillian.hcwong@gmail.com","first_name":"Lillian","last_name":"Wong","phone":"6046754000","orgname":"Provincial Health Services Authority","customer_acct_name":"Provincial Health Services Authority","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Lillian Wong, PCP","language":"English","canceldate":"2024-03-11","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2022-05-09","cert_status":"ACTIVE","phone_2":"7806557230","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"312805","organization_id":"241256","pipeline_2_members_only_ast":"","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2506096","old_do_id":"LB2506096","last_act_type":"2024-06-28","company_paid_thru":"2027-01-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2022-09-18","pf1_status":"P","pf1_completion_date":"2024-01-26","pf2_status":"P","pf2_completion_date":"2024-05-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-12-07","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"lillian.hcwong@gmail.com","pcl_completion_date_5":"2027-09-18","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41922","email":"kim.forsberg@ledcor.com","first_name":"Kim","last_name":"Forsberg","phone":"6046817500","orgname":"Ledcor Industries Inc.","customer_acct_name":"Ledcor Industries Inc.","tags":"WR250716, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Kim Forsberg","members_type":"CORP","coidnewmbrdate":"1994-11-01","city_1":"Vancouver","province":"BC","found":"DO4 Company","lead_status":"Lapsed DEL","date_of_renewal_identification":"2025-07-18","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","temp_intcode_for_auto_old_int_code":"99","do_id":"LB2505886","temp_do_id_for_auto_old_do_id":"LB2505886","npi_email_temp":"kim.forsberg@ledcor.com"}},"seriesid":"163"}
{"contact":{"id":"40607","email":"bruchev@gmail.com","first_name":"Nicolas","last_name":"Brown","phone":"5879883590","orgname":"Alberta Cancer Foundation","customer_acct_name":"Alberta Cancer Foundation","tags":"npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"178595","full_name":"Nicolas Brown, CPA, CIM","members_type":"PRO","do_id":"L25P01634","lead_status":"Lapsed Member","new_member_date_2":"2011-03-01","city_1":"Westlock","province":"AB","language":"English","time_zone":"4","area_code":"587","phone_2":"5879883590","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-05-02","intcode":"15","blocnote":"July 8 2025 vm\r\nLN \/ 17 December 2025 VM\n2026 May 12 call reached call control, digit pressed, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T12:43:16-04:00","cpa_certification":"PCP","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25P01634","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2021-02-03","last_act_type":"2025-07-31","pcl_status":"P","pcl_completion_date":"2011-01-07","pf1_status":"P","pf1_completion_date":"2011-01-19","pf2_status":"P","pf2_completion_date":"2011-02-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-02-17","number_of_passed_courses":"4","sendapplicationform":"2025-11-07T11:47:00-05:00","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":"10","trc":"False","wera":"False","npi_email_temp":"bruchev@gmail.com","pcl_completion_date_5":"2016-01-07","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","thewithdrawaldate":"2025-05-02","aitm_status_called":"2026-05-12T12:43:16-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was initiated and reached a call control system where the user was prompted to press a digit to proceed. The agent pressed the required digit, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call ended after call control prompt","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_534d96cc36a695684c8b019d550","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_534d96cc36a695684c8b019d550","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"39814","email":"nataliaculeac@outlook.com","first_name":"Natalia","last_name":"Culeac","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Natalia Culeac","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"PRO","do_id":"L25P00898","new_member_date_2":"2014-09-11","pds_april":"5","cert_status":"WITHDRAWN","phone_2":"4168372399","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"225377","intcode":"15","blocnote":"June 30 2025 vm\n2026 May 19 contact answered and call started but disconnected early","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T15:47:01-04:00","pds_july":"5","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25P00898","temp_intcode_for_auto_old_int_code":"15","pds_august":"5","pds_september":"5","last_act_type":"2025-01-31","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","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"nataliaculeac@outlook.com","pcl_completion_date_5":"2019-06-17","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","thewithdrawaldate":"2024-11-02","aitm_status_called":"2026-05-19T17:12:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Natalia and introduced the call regarding her lapsed Professional 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.","aitm_callsummarytitle":"Call started but disconnected early","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f5e428585ee9ffbd73f056084b0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f5e428585ee9ffbd73f056084b0","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"44527","email":"h.sandhu36@gmail.com","first_name":"Harpreet","last_name":"Sandhu","phone":"7782429733","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"10.13.129.240","fields":{"individual_id":"289552","full_name":"Harpreet Sandhu, PCP","members_type":"PRO","new_member_date_2":"2023-10-26","paid_thru":"2026-09-30","phone_2":"7782429733","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2020-10-04","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":"2021-06-18","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"BC","last_act_type":"2026-12-01","language":"English","lead_status":"Not Relevant","time_zone":"5","number_of_passed_courses":"4","temp_do_id_for_auto_old_do_id":"LB2505318","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-12-10","pipeline_1_lapsed_members":"","sendapplicationform":"2025-12-04T12:16:00-05:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T12:16:00-05:00","blocnote":"LN \/ 04 December 2025 Sent application for renewal","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":"99","temp_intcode_for_auto_old_int_code":"99","old_int_code":"24","old_do_id":"AST02544","telemarketing_call_date":"2025-12-04","npi_email_temp":"h.sandhu36@gmail.com","pcl_completion_date_5":"2025-10-04","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"40613","email":"juliejingchen@hotmail.com","first_name":"Jing","last_name":"Chen","phone":"7788632588","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":"335082","full_name":"Jing (Julie) Chen","members_type":"CAND","do_id":"L25C04693","lead_status":"Lapsed Member","new_member_date_2":"2024-03-08","city_1":"Surrey","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7788632588","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04693","last_act_type":"2024-11-03","pcl_status":"P","pcl_completion_date":"2024-05-23","pf1_status":"P","pf1_completion_date":"2024-06-21","number_of_passed_courses":"2","intcode":"01","blocnote":"LNC Nov 10 2025 Survey completed Jing said that she took courses but found it difficult so did not renew.","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T14:05:00-05:00","onesentencenotrenewed":"","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","othermemberbenefit":"To understand my payroll from employer","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"I decided not pursue 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":"Yes","membershipcostspecify":"The cost","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"It was difficult to engage because I do not have a background in payroll.","engagingstrategiesspecify":"","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Native","old_int_code":"10","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"juliejingchen@hotmail.com","pcl_completion_date_5":"2029-05-23","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"44464","email":"no-email269@ler.com","first_name":"Madison","last_name":"Zajda","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert9, LER_dummy, 251112 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"330945","full_name":"Madison Zajda","members_type":"CAND","canceldate":"2024-12-04","new_member_date_2":"2023-10-30","paid_thru":"2024-09-30","province":"ON","last_act_type":"2024-04-12","language":"English","do_id":"L25C8338","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8338","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","trc":"False","wera":"False","npi_email_temp":"no-email269@ler.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"41940","email":"boreilly@dillon.ca","first_name":"Bridget","last_name":"O'Reilly","phone":"5194386192","orgname":"Dillon Consulting Ltd","customer_acct_name":"Dillon Consulting Ltd","tags":"npiAlert11, WR250716, npiAlert13, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Bridget O'Reilly","members_type":"CORP","coidnewmbrdate":"1991-09-01","city_1":"London","province":"ON","found":"DO4 Phone","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-09-30","individual_id":"352623","organization_id":"8167","language":"English","company_paid_thru":"2026-09-30","number_of_passed_courses":"0","temp_do_id_for_auto_old_do_id":"LB2504534","pipeline_2_members_only_ast":"","time_zone":"2","area_code":"519","intcode":"99","blocnote":"LN Nov 12 2025 vm. Renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T09:51:00-05:00","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","old_int_code":"24","do_id":"LB2504534","old_do_id":"L25O02443","npi_email_temp":"boreilly@dillon.ca","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"45943","email":"kdesvallees@uda.ca","first_name":"Karine","last_name":"Desvall\u00e9es","phone":"5142887150","orgname":"Union des Artistes","customer_acct_name":"Union des Artistes","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"20140","full_name":"Karine Desvall\u00e9es","members_type":"CORP","new_member_date_2":"1998-08-10","paid_thru":"2024-10-31","phone_2":"5148031358","organization_id":"304992","trc":"False","wera":"False","province":"QC","last_act_type":"2026-03-30","language":"French","last_infoline_date_type":"2023-05-16","corp_cancel_date":"2025-01-07","do_id":"L25O2890","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O2890","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"kdesvallees@uda.ca","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","ln_entered_date":"2026-05-27","company_paid_thru":"2024-10-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41958","email":"marlita.rea@telus.net","first_name":"Marlita","last_name":"Rea","phone":"4032682635","orgname":"","customer_acct_name":"","tags":"npiAlert11, WR250716, npiAlert13, NPI LN sent to TM","ip4":"10.13.145.197","fields":{"area_code":"587","pds_april":"7","zerobounce_reason":"catch-all","blocnote":"June 25 2025 she used to have a membership with her old employer. They new employer saked her for her NPI number and said she will be joining their memberhsip. She wants to make sure if they joined her with their memberhsip or not","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T16:01:00-04:00","full_name":"Marlita Rea, PCP","members_type":"PRO","coidnewmbrdate":"1981-03-01","city_1":"Calgary","province":"AB","phone_2":"5872257957","found":"DO4 Phone","lead_status":"Not Relevant","date_of_renewal_identification":"2026-02-10","pipeline_1_lapsed_members":"","pds_july":"7","cpa_certification":"PCP","cert_status":"ACTIVE","new_member_date_2":"2013-10-09","individual_id":"219754","language":"English","pds_august":"7","pds_september":"7","last_infoline_date_type":"2024-07-24","last_act_type":"2026-02-02","paid_thru":"2026-09-30","old_int_code":"23","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":"2014-06-20","number_of_passed_courses":"4","pds_october":"7","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pds_november":"7","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"AST02804","old_do_id":"AST02804","time_zone":"1","npi_email_temp":"marlita.rea@telus.net","ai_entered_date":"2026-02-10","pcl_completion_date_5":"2019-02-11","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"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":"2026-04-30","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","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"contact":{"id":"41881","email":"guleidhaji@outlook.com","first_name":"Guleid","last_name":"Yousuf","phone":"7789389661","orgname":"KWH Constructors Ltd.","customer_acct_name":"KWH Constructors Ltd.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"336735","full_name":"Guleid Hassan Yousuf","lead_status":"Lapsed Member","do_id":"L25C05329","members_type":"CAND","new_member_date_2":"2024-05-03","city_1":"Delta","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7789389661","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":"L25C05329","last_act_type":"2024-07-22","pcl_status":"F","pcl_completion_date":"2024-07-19","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T16:09:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"guleidhaji@outlook.com","pcl_completion_date_5":"2029-07-19","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"41796","email":"najla_lahib@live.com","first_name":"Najla","last_name":"El Lahib","phone":"5194386192","orgname":"Dillon Consulting Ltd","customer_acct_name":"Dillon Consulting Ltd","tags":"npiAlert13, npiAlert14, WR251001, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"266012","full_name":"Najla El Lahib, PCP","lead_status":"Renewed Lapsed","members_type":"CORP","new_member_date_2":"2018-08-16","city_1":"London","province":"ON","language":"English","time_zone":"2","area_code":"519","phone_2":"2262241728","extension_phone_1":"ext 1002","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 27 2025 vm. Renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T09:52:00-05:00","temp_do_id_for_auto_old_do_id":"LB2506559","temp_intcode_for_auto_old_int_code":"99","canceldate":"2025-10-01","paid_thru":"2026-09-30","cert_status":"ACTIVE","organization_id":"8167","cpa_certification":"PCP","pds_september":"1","old_do_id":"L25O02446","last_infoline_date_type":"2021-01-09","last_act_type":"2026-04-05","coidnewmbrdate":"1991-09-01","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2018-12-02","pf1_status":"P","pf1_completion_date":"2019-03-24","pf2_status":"P","pf2_completion_date":"2019-10-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-02-27","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","old_int_code":"24","pds_november":"1","do_id":"LB2506559","npi_email_temp":"najla_lahib@live.com","pcl_completion_date_5":"2023-12-02","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39414","email":"vanilamba@gmail.com","first_name":"Vani","last_name":"Lamba","phone":"7806448814","orgname":"Government of Alberta","customer_acct_name":"Government of Alberta","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Vani Lamba, PCP","language":"English","canceldate":"2023-04-25","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","do_id":"","new_member_date_2":"2022-06-16","cert_status":"ACTIVE","phone_2":"7809328636","province":"AB","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"254330","organization_id":"11242","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"L25P01118","last_conf_date_type":"2022-06-08","last_act_type":"2026-12-01","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2017-12-03","pf1_status":"P","pf1_completion_date":"2018-04-22","pf2_status":"P","pf2_completion_date":"2018-11-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-10-31","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"vanilamba@gmail.com","pcl_completion_date_5":"2022-12-03","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","old_do_id":"L25P01118","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38847","email":"sawan.r@hotmail.com","first_name":"Rita","last_name":"Sawan","phone":"","orgname":"Laboratoire Tech-Alliage Inc.","customer_acct_name":"Laboratoire Tech-Alliage Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Rita Sawan","language":"French","canceldate":"2024-11-02","cpa_certification":"SCP","time_zone":"2","area_code":"450","members_type":"PRO","do_id":"L25P01059","new_member_date_2":"2016-09-20","pds_april":"1","cert_status":"WITHDRAWN","phone_2":"4506675507","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"247025","pds_july":"1","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25P01059","pds_august":"1","pds_september":"1","last_act_type":"2025-01-31","pcl_status":"P","pcl_completion_date":"2017-02-12","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":"2017-02-15","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"sawan.r@hotmail.com","pcl_completion_date_5":"2022-02-12","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"40602","email":"abarnes_7@outlook.com","first_name":"Arielle","last_name":"Barnes","phone":"2509977551","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":"327346","full_name":"Arielle Barnes","members_type":"CAND","do_id":"L25C04687","lead_status":"Lapsed Member","new_member_date_2":"2024-03-21","city_1":"Fort St. John","province":"BC","language":"English","time_zone":"5","area_code":"250","phone_2":"2509977551","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04687","last_act_type":"2024-03-21","pcl_status":"P","pcl_completion_date":"2024-07-02","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 17 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T18:04:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"abarnes_7@outlook.com","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"43019","email":"courtgayda@icloud.com","first_name":"Courtenay","last_name":"Gayda","phone":"","orgname":"Rack Attack","customer_acct_name":"Rack Attack","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"353959","full_name":"Courtenay Gayda","members_type":"CAND","new_member_date_2":"2025-08-21","city_1":"Vancouver","province":"BC","language":"English","area_code":"604","lead_status":"Renewed Lapsed","phone_2":"6042507063","time_zone":"5","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":"LB2504813","last_act_type":"2025-09-12","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":"2025-12-02","pf1_status":"P","old_do_id":"L25C05810","npi_email_temp":"courtgayda@icloud.com","pf1_completion_date":"2026-03-24","pcl_completion_date_5":"2030-12-02","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","pf2_status":"E"}},"seriesid":"163"}
{"contact":{"id":"37355","email":"junyp2077@gmail.com","first_name":"Junior","last_name":"Polycarpe","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Junior Polycarpe","language":"French","canceldate":"2023-05-02","time_zone":"2","area_code":"438","members_type":"CAND","do_id":"L25C00898","new_member_date_2":"2019-03-12","phone_2":"4385024927","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"274024","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C00898","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-15","pcl_status":"P","pcl_completion_date":"2019-06-16","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"junyp2077@gmail.com","pcl_completion_date_5":"2024-06-16","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"39859","email":"mepp@facilitations.ca","first_name":"Marg","last_name":"Epp","phone":"3062322133","orgname":"Inspired Facilitation Inc.","customer_acct_name":"Inspired Facilitation Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Marg Epp, B.Com; CCP","language":"English","canceldate":"2024-08-02","cpa_certification":"PCP","time_zone":"3","area_code":"306","members_type":"PRO","do_id":"L25P00645","new_member_date_2":"2009-06-19","cert_status":"WITHDRAWN","phone_2":"8679833859","province":"NU","zerobounce_reason":"catch-all","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"149573","intcode":"15","blocnote":"July 2 2025 Survey completed She is no longer in payroll\r\n\r\nOne suggestions was the heavy level of Quebec courses could that be oppositional for the members that are not dealing with Quebec payroll.\n2026 May 13 - outbound asked for Marg; call disconnected after 2 seconds","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T12:49:07-04:00","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":"We started a bookkeeping division.","notrenewednolongerinpayroll":"Yes","npichallenges":"Yes","npichallengesspecify":"Difficulty getting answers for situations that were odd.","expectationsnotmet":"Yes","expectationsnotmetspecify":"It was difficult to use it as a resource getting expert advice.","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"No longer in payroll.","hardtoparticipateevents":"No","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":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25P00645","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2020-12-22","last_act_type":"2024-10-31","pcl_status":"P","pcl_completion_date":"2009-11-09","pf1_status":"P","pf1_completion_date":"2010-04-14","pf2_status":"P","pf2_completion_date":"2010-09-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-11-02","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"mepp@facilitations.ca","pcl_completion_date_5":"2014-11-09","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","thewithdrawaldate":"2024-08-02","aitm_status_called":"2026-05-13T12:49:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent placed an outbound call and asked to speak with Marg; call lasted 2 seconds and ended with user hangup before any response.","aitm_callsummarytitle":"Short outbound \u2014 no answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"1","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4ac3a8b158be95b2c991f03e86b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4ac3a8b158be95b2c991f03e86b","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"40582","email":"foodsinvest@yahoo.com","first_name":"Svetlana","last_name":"Zolotova","phone":"4168198282","orgname":"Foodinvest Limited","customer_acct_name":"Foodinvest Limited","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"292215","full_name":"Svetlana Zolotova","members_type":"CAND","do_id":"L25C04677","lead_status":"Refused","new_member_date_2":"2022-06-13","city_1":"Vaughan","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4168198282","pipeline_1_lapsed_members":"Refused Lapsed","cert_status":"PENDING","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","canceldate":"2025-05-02","cpa_certification":"PCP","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04677","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-04-29","pcl_status":"P","pcl_completion_date":"2021-01-17","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2022-12-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-05-18","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"foodsinvest@yahoo.com","pcl_completion_date_5":"2026-01-17","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"42916","email":"jceofx@gmail.com","first_name":"Jeffery","last_name":"Cox","phone":"2267885038","orgname":"","customer_acct_name":"","tags":"npiAlert3, npiAlert13, 250903 Update AST from Mem Portal, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"341733","full_name":"Jeffery Cox","members_type":"AST","lead_status":"Lapsed Member","new_member_date_2":"2024-09-12","city_1":"Windsor","province":"ON","language":"English","time_zone":"2","area_code":"226","phone_2":"2267885038","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","do_id":"L25A02676","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","paid_thru":"2025-08-31","blocnote":"Oct 15 2025 vm  Oct 29 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, 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","intcode":"06","temp_do_id_for_auto_old_do_id":"L25A02676","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-09-16","number_of_passed_courses":"0","date_of_renewal_identification":"","old_do_id":"AST2104","canceldate":"2025-11-04","trc":"False","wera":"False","npi_email_temp":"jceofx@gmail.com","aitm_status_called":"2026-03-11T15:16:46-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The call was not answered by the contact 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\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"43016","email":"sue_ford@hotmail.com","first_name":"Susan","last_name":"Ford","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"353952","full_name":"Susan Ford","members_type":"CAND","new_member_date_2":"2025-08-20","city_1":"Brigden","province":"ON","language":"English","area_code":"519","lead_status":"Renewed Lapsed","phone_2":"5194660441","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":"LB2507354","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":"2025-12-17","old_do_id":"L25C05807","npi_email_temp":"sue_ford@hotmail.com","pcl_completion_date_5":"2030-12-17","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"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, TMAI","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":"06","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\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 callback scheduled for next day at 14:07\n2026 May 26 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:09-04:00","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":"06","last_infoline_date_type":"2022-06-27","last_act_type":"2024-09-02","old_int_code":"10","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","latest_paid_thru":"2024-03-31","thewithdrawaldate":"2024-06-04","aitm_status_called":"2026-05-26T14:32:08-04:00","number_of_call_attempts":"3","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_31f51c44223968eac80a6171d28","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_31f51c44223968eac80a6171d28","number_of_total_call_attempts":"3","npi_call_back_date_and_time":"2026-05-26T14:07:00-04:00","npi_call_back_time_hour":"14","npi_call_back_time_minute":"07"}},"seriesid":"163"}
{"contact":{"id":"40567","email":"ashley_wells@yamaha-motor.ca","first_name":"Ashley","last_name":"Wells","phone":"4164982239","orgname":"Yamaha Motor\/Finance Canada","customer_acct_name":"Yamaha Motor\/Finance Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"251702","full_name":"Ashley Wells, CHRL","members_type":"CORP","do_id":"L25O00929","lead_status":"Lapsed Member","coidnewmbrdate":"2017-04-03","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"416","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"July 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T13:49:00-05:00","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00929","temp_intcode_for_auto_old_int_code":"6","organization_id":"251700","pds_august":"3","pds_september":"3","last_infoline_date_type":"2021-08-19","last_act_type":"2021-08-19","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"ashley_wells@yamaha-motor.ca","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44566","email":"laura.k.richardson@hotmail.com","first_name":"Laura","last_name":"Richardson","phone":"","orgname":"Dennis Haverstock Funeral Homes Ltd","customer_acct_name":"Dennis Haverstock Funeral Homes Ltd","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"318219","full_name":"Laura Richardson","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2022-10-28","paid_thru":"2025-09-30","phone_2":"9023021481","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"F","pf1_completion_date":"2023-12-27","trc":"True","wera":"False","province":"NS","last_act_type":"2024-09-20","language":"English","do_id":"LB2506009","lead_status":"Refused","time_zone":"1","number_of_passed_courses":"1","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2506009","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C8379","npi_email_temp":"laura.k.richardson@hotmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"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","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"41866","email":"aygyuler@hotmail.com","first_name":"Aygyuler","last_name":"Alper","phone":"2894005922","orgname":"OCDSB","customer_acct_name":"OCDSB","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"177392","full_name":"Aygyuler Alper","lead_status":"Lapsed Member","do_id":"L25P02017","members_type":"PRO","new_member_date_2":"2010-11-01","city_1":"Ottawa","province":"ON","language":"English","time_zone":"2","area_code":"289","phone_2":"2894005922","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","pds_july":"6","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2025-04-30","intcode":"22","blocnote":"Aug 27 2025 vm\n2026 May 13 - Contact answered, said company already renewed, provided NPI# 177392; forwarded to team for follow-up","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T09:35:07-04:00","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25P02017","temp_intcode_for_auto_old_int_code":"22","pds_august":"6","pds_september":"6","last_infoline_date_type":"2023-10-19","last_conf_date_type":"2018-06-27","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2011-01-04","pf1_status":"P","pf1_completion_date":"2011-04-25","pf2_status":"P","pf2_completion_date":"2012-08-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-10-17","number_of_passed_courses":"4","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"aygyuler@hotmail.com","pcl_completion_date_5":"2016-01-04","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","thewithdrawaldate":"2025-07-04","aitm_status_called":"2026-05-13T09:35:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent confirmed contact identity, ran through the survey, contact reported their company already renewed membership and provided their personal NPI ID (177392). Agent said they would forward the issue to the appropriate team for follow-up.","aitm_callsummarytitle":"Member reported active membership; provided NPI ID","notrenewedwanttorenew":"Yes","mini_nps":"4","initialvalue":"Career","thewithdrawaldate_3_years":"2028-07-04","age_range":"31-45","old_int_code":"6","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","concernquestion":"Contact stated membership already renewed and provided NPI ID 177392; asked agent to check why record showed lapsed membership and requested follow-up.","retell_call_status":"ended","session_id":"call_2f94ae1c79105f64f5418388893","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2f94ae1c79105f64f5418388893","number_of_calls_reached":"1","last_engaged_date":"2026-05-14"}},"seriesid":"163"}
{"contact":{"id":"45983","email":"ffelteau@groupebc2.com","first_name":"France","last_name":"Felteau","phone":"5145100103","orgname":"BC2 Groupe Conseil Inc.","customer_acct_name":"BC2 Groupe Conseil Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"15144","full_name":"France Felteau","members_type":"CORP","paid_thru":"2023-06-30","phone_2":"4506769510","organization_id":"254348","trc":"False","wera":"False","province":"QC","last_act_type":"2023-08-14","language":"French","last_infoline_date_type":"2023-02-15","corp_cancel_date":"2023-09-02","extension_phone_1":"1402","do_id":"L25O2618","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O2618","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"ffelteau@groupebc2.com","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","company_paid_thru":"2023-06-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38839","email":"tamyram000@me.com","first_name":"Tamyra","last_name":"McKay","phone":"6046995639","orgname":"Joey Restaurant Group","customer_acct_name":"Joey Restaurant Group","tags":"WR250813, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Tamyra McKay","language":"English","canceldate":"2025-02-04","time_zone":"5","area_code":"425","members_type":"CORP","new_member_date_2":"2023-12-19","phone_2":"4254280784","province":"WA","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"332554","paid_thru":"2027-01-31","coidnewmbrdate":"2013-07-02","city_1":"Renton","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2507416","organization_id":"211123","last_act_type":"2025-01-08","company_paid_thru":"2027-01-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507416","old_do_id":"L25C04534","npi_email_temp":"tamyram000@me.com","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"41859","email":"j.bradshaw@womenscontact.org","first_name":"Jeanie","last_name":"Bradshaw","phone":"2503924489","orgname":"Womens Contact Society","customer_acct_name":"Womens Contact Society","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"337034","full_name":"Jeanie Bradshaw","lead_status":"Lapsed Member","do_id":"L25C05315","members_type":"CAND","new_member_date_2":"2024-05-06","city_1":"Williams Lake","province":"BC","language":"English","time_zone":"5","area_code":"250","phone_2":"2507941656","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":"L25C05315","last_act_type":"2024-06-05","pcl_status":"F","pcl_completion_date":"2024-12-02","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 02 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T16:08:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"j.bradshaw@womenscontact.org","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"39323","email":"shichaozhang0210@gmail.com","first_name":"Emily","last_name":"Zhang","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Emily Shichao Zhang","language":"English","canceldate":"2023-01-05","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"PRO","new_member_date_2":"2020-11-10","cert_status":"WITHDRAWN","phone_2":"7787516083","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"294757","intcode":"21","blocnote":"June 25 2025 vm\n2026 May 25 contact declined to continue conversation and refused callback.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:07-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25P01467","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-05-04","pcl_status":"P","pcl_completion_date":"2021-02-21","pf1_status":"P","pf1_completion_date":"2021-04-18","pf2_status":"P","pf2_completion_date":"2021-07-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-01-26","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"shichaozhang0210@gmail.com","pcl_completion_date_5":"2026-02-21","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","thewithdrawaldate":"2023-01-05","aitm_status_called":"2026-05-25T15:32:10-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Emily to discuss her lapsed Professional membership, but Emily was in a hurry and declined to continue the conversation or provide feedback. The agent offered to call back, but Emily declined a callback as well.","aitm_callsummarytitle":"Contact declined to continue conversation","notrenewedwanttorenew":"No","onesentencenotrenewed":"PRO reached 3 years limit for renewal","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","retell_call_status":"ended","session_id":"call_1ce399ae594a927e549669ca7f5","old_do_id":"L25P01467","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1ce399ae594a927e549669ca7f5","number_of_calls_reached":"1","ln_entered_date":"2026-05-27"}},"seriesid":"163"}
{"contact":{"id":"41207","email":"jeanesousabas@gmail.com","first_name":"Jeane","last_name":"Basaraba","phone":"8888582546","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"341543","full_name":"Jeane Sousa Basaraba","members_type":"CAND","lead_status":"Lapsed Member","new_member_date_2":"2025-04-30","city_1":"Vancouver","province":"BC","language":"English","time_zone":"2","area_code":"888","phone_2":"7788831965","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2026-03-31","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C10063","cert_status":"PENDING","cpa_certification":"PCP","last_act_type":"2025-10-22","pcl_status":"P","pcl_completion_date":"2024-10-30","pf1_status":"P","pf1_completion_date":"2024-12-02","pf2_status":"P","pf2_completion_date":"2025-01-07","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","old_do_id":"LB2505571","npi_email_temp":"jeanesousabas@gmail.com","pcl_completion_date_5":"2029-10-30","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31","do_id":"L25C10063","ln_entered_date":"2026-06-02"}},"seriesid":"163"}
{"contact":{"id":"38824","email":"jj5983@outlook.com","first_name":"Jasleen","last_name":"Kaur","phone":"2368385983","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jasleen Kaur","language":"English","canceldate":"2024-10-02","time_zone":"5","area_code":"236","members_type":"CAND","do_id":"L25C04039","new_member_date_2":"2023-08-10","phone_2":"2368385983","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327837","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04039","last_act_type":"2023-09-08","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:32:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jj5983@outlook.com","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"39896","email":"chitra.valarmathi@gmail.com","first_name":"Chitra","last_name":"Valarmathi","phone":"4378694462","orgname":"Dayforce Canada Ltd.","customer_acct_name":"Dayforce Canada Ltd.","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Chitra Valarmathi, PCP","language":"English","canceldate":"2024-09-25","cpa_certification":"PCP","time_zone":"2","area_code":"437","members_type":"CORP","do_id":"","new_member_date_2":"2020-10-07","cert_status":"ACTIVE","phone_2":"6473499346","province":"ON","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"263334","organization_id":"5215","pipeline_2_members_only_ast":"","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"L25P01185","last_infoline_date_type":"2026-03-23","last_act_type":"2026-03-23","company_paid_thru":"2027-04-30","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":"2019-07-18","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"chitra.valarmathi@gmail.com","pcl_completion_date_5":"2023-08-20","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","old_do_id":"L25P01185","company_status":"A"}},"seriesid":"163"}
{"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":"2023-06-02","last_act_type":"2026-12-01","company_paid_thru":"2027-01-31","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","old_do_id":"L25P02144","npi_email_temp":"bpettigrew45@gmail.com","pcl_completion_date_5":"2022-05-07","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40686","email":"dwillpr@gmail.com","first_name":"Danielle","last_name":"Williams","phone":"4043124345","orgname":"Stagwell Global","customer_acct_name":"Stagwell Global","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"individual_id":"240612","full_name":"Danielle Williams","members_type":"PRO","do_id":"L25P01672","lead_status":"Lapsed Member","new_member_date_2":"2021-02-25","city_1":"Buford","province":"GA","language":"English","time_zone":"2","area_code":"404","phone_2":"4043124345","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-05-02","intcode":"06","blocnote":"July 8 2025 vm\r\nSept 15 2025 vm\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail.\n2026 May 21 call reached voicemail, no contact made.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:07-04:00","cpa_certification":"PCP","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25P01672","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-01-27","last_act_type":"2025-07-31","pcl_status":"P","pcl_completion_date":"2016-07-04","pf1_status":"P","pf1_completion_date":"2017-10-22","pf2_status":"P","pf2_completion_date":"2018-10-14","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":"dwillpr@gmail.com","pcl_completion_date_5":"2021-07-04","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","thewithdrawaldate":"2025-05-02","aitm_status_called":"2026-05-21T10:02:10-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_821da957c6639b5e83e58eff2e4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_821da957c6639b5e83e58eff2e4","mini_nps":"3","number_of_total_call_attempts":"7"}},"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, TMAI","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":"SUSPENDED","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.\n2026 May 12 call reached voicemail, no contact made\n2026 May 12 contact answered and agreed to participate but call disconnected early","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T14:10:26-04:00","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":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"15","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":"15","cpa_certification":"PCP","old_int_code":"06","last_act_type":"2026-04-05","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","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","thewithdrawaldate":"2026-05-02","aitm_status_called":"2026-05-12T14:26:46-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent successfully reached Anurag and initiated a conversation regarding his lapsed Professional membership with the National Payroll Institute. The user was cooperative and agreed to answer questions about his membership experience. The call was disconnected by the user after the initial question was asked.","aitm_callsummarytitle":"Membership Renewal Inquiry Initiated","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_db93a5e80490cbe5d6056252686","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_db93a5e80490cbe5d6056252686","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"44561","email":"samren_asad@yahoo.com","first_name":"Samreen","last_name":"Gul","phone":"6472741040","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"10.13.131.182","fields":{"individual_id":"299825","full_name":"Samreen Gul","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-09-25","paid_thru":"2025-09-30","phone_2":"6472741040","pcl_status":"P","pcl_completion_date":"2025-01-07","pf1_status":"F","pf1_completion_date":"2025-05-24","trc":"True","wera":"False","province":"ON","last_act_type":"2024-09-25","language":"English","do_id":"L25C8375","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":"L25C8375","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-12-10T09:49:00-05:00","blocnote":"LNC \/ 10 December 2025 Completed and sent application for renewal","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T09:52:00-05:00","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":"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":"Yes","hardtoparticipateeventsspecify":"No time","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Native","intcode":"02","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"02","npi_email_temp":"samren_asad@yahoo.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"43022","email":"jasgilroy@gmail.com","first_name":"Jasmine","last_name":"Gilroy","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"354086","full_name":"Jasmine Gilroy","members_type":"CAND","new_member_date_2":"2025-08-25","city_1":"Alvinston","province":"ON","language":"English","area_code":"226","lead_status":"Renewed Lapsed","phone_2":"2262361681","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":"LB2505532","last_act_type":"2026-01-15","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":"2025-12-17","old_do_id":"L25C05813","pf1_status":"P","npi_email_temp":"jasgilroy@gmail.com","pcl_completion_date_5":"2030-12-17","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","pf1_completion_date":"2026-04-29"}},"seriesid":"163"}
{"contact":{"id":"44455","email":"no-email261@ler.com","first_name":"January","last_name":"Giesbrecht","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert9, npiAlert11, LER_dummy, 251112 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"228453","full_name":"January Giesbrecht","members_type":"PRO","canceldate":"2023-10-06","new_member_date_2":"2014-09-09","paid_thru":"2023-08-31","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2014-12-22","pf1_status":"P","pf1_completion_date":"2015-05-25","pf2_status":"P","pf2_completion_date":"2016-05-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-06-27","cpa_certification":"PCP","last_act_type":"2024-04-01","language":"English","last_infoline_date_type":"2018-08-06","number_of_passed_courses":"4","lead_status":"Refused","temp_do_id_for_auto_old_do_id":"L25P2673","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"no-email261@ler.com","intcode":"21","onesentencenotrenewed":"PRO reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25P2673","pcl_completion_date_5":"2019-12-22","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"44425","email":"yanickf@me.com","first_name":"Yanick","last_name":"Frappier","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341571","full_name":"Yanick Frappier","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-17","paid_thru":"2025-08-31","phone_2":"5142361838","province":"QC","last_act_type":"2026-02-02","language":"French","do_id":"L25C8220","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8220","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","npi_email_temp":"yanickf@me.com","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"40709","email":"jacob@directobjective.ca","first_name":"Jacob","last_name":"Tes test","phone":"","orgname":"","customer_acct_name":"","tags":"payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource 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{"contact":{"id":"41960","email":"sultana.nasira@yahoo.com","first_name":"Sultana","last_name":"Nasira","phone":"5197494300","orgname":"Waterloo Regional Health Network","customer_acct_name":"Waterloo Regional Health Network","tags":"npiAlert11, WR250716, npiAlert12, npiAlert13, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Sultana Nasira, PCP","members_type":"CORP","coidnewmbrdate":"1990-07-01","city_1":"Kitchener","province":"ON","phone_2":"6474511792","found":"DO4 Phone","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-09-30","individual_id":"330606","cert_status":"ACTIVE","organization_id":"7828","cpa_certification":"PCP","language":"English","last_infoline_date_type":"2025-05-28","last_act_type":"2025-06-18","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2024-02-05","pf1_status":"P","pf1_completion_date":"2024-05-28","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","temp_do_id_for_auto_old_do_id":"LB2507361","pipeline_2_members_only_ast":"","time_zone":"2","area_code":"519","intcode":"99","blocnote":"LN Nov 12 2025 She said it has been renewed by the company","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T10:36:00-05:00","temp_intcode_for_auto_old_int_code":"99","old_int_code":"13","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507361","old_do_id":"L25O02420","npi_email_temp":"sultana.nasira@yahoo.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"38818","email":"sussanna_lau@hotmail.com","first_name":"Sussanna","last_name":"Lau","phone":"6042187088","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sussanna Lau","language":"English","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C04532","phone_2":"6042187088","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"332533","temp_do_id_for_auto_old_do_id":"L25C04532","canceldate":"2025-02-04","new_member_date_2":"2023-12-18","paid_thru":"2024-11-30","last_act_type":"2024-11-19","pcl_status":"P","pcl_completion_date":"2024-05-06","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T13:49:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"sussanna_lau@hotmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"37907","email":"agdilyn@globalcollege-edu.ca","first_name":"Agdilyn","last_name":"Navarro","phone":"3067777246","orgname":"City of Regina","customer_acct_name":"City of Regina","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Agdilyn Navarro","language":"English","canceldate":"2024-02-11","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C04212","new_member_date_2":"2023-12-09","phone_2":"3064509815","province":"SK","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C04212","npi_email_temp":"agdilyn@globalcollege-edu.ca"}},"seriesid":"163"}
{"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":"2024-07-05","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","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"41951","email":"sarahhall0921@gmail.com","first_name":"Sarah","last_name":"Olson-Hall","phone":"2047790537","orgname":"Payworks","customer_acct_name":"Payworks","tags":"npiPartnerAccount, WR250716, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Sarah Olson-Hall","members_type":"CORP","coidnewmbrdate":"2001-02-01","city_1":"Milton","province":"ON","phone_2":"9054655483","found":"DO4 Phone","lead_status":"Partner","date_of_renewal_identification":"2025-07-18","pipeline_1_lapsed_members":"","paid_thru":"2026-12-31","individual_id":"320266","cert_status":"PENDING","organization_id":"43919","cpa_certification":"PCP","language":"English","pipeline_2_members_only_ast":"","last_act_type":"2025-07-23","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2023-05-07","pf1_status":"P","pf1_completion_date":"2023-08-21","pf2_status":"P","pf2_completion_date":"2023-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-09-09","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"","temp_do_id_for_auto_old_do_id":"LB2507096","npi_email_temp":"sarahhall0921@gmail.com","pcl_completion_date_5":"2028-05-07","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"LB2507096","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41204","email":"palvetzian.andrew@gmail.com","first_name":"Andrew","last_name":"Palvetzian","phone":"6474170126","orgname":"Keller Foundations Ltd.","customer_acct_name":"Keller Foundations Ltd.","tags":"WR250716, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"319667","full_name":"Andrew Palvetzian, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2024-05-01","coidnewmbrdate":"2019-08-20","city_1":"Brantford","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"5198411839","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2025-07-04","cert_status":"ACTIVE","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","cpa_certification":"PCP","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2506768","organization_id":"279273","last_act_type":"2025-03-04","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2023-04-09","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":"2023-07-27","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506768","old_do_id":"L25P01893","npi_email_temp":"palvetzian.andrew@gmail.com","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40576","email":"danielle.terry@ensignenergy.com","first_name":"Danielle","last_name":"Terry","phone":"4032145304","orgname":"Ensign Energy Services","customer_acct_name":"Ensign Energy Services","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"233162","full_name":"Danielle Terry","members_type":"PRO","do_id":"L25P01618","lead_status":"Lapsed Member","new_member_date_2":"2015-03-23","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"403","phone_2":"4036150849","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-05-02","blocnote":"She changed her career path and now needs payroll less than before. She found it a bit expensive and didn\u2019t see the same value in her new role. Overall, she liked the experience, but felt it could\u2019ve been better.\n2026 May 12 call reached voicemail, no contact made\n2026 May 12 call reached voicemail, message left\n2026 May 14 - Reached voicemail; no human contact.\n2026 May 14 - Reached voicemail; left message to speak with Danielle\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 contact Danielle answered and provided initial value as Designation and satisfaction rating 3.","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:42:01-04:00","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":"its expensive and dont really used it like she did because of her new career path","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"a little bit too expensive","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"more webinars","mini_nps":"3","age_range":"18-30","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","cpa_certification":"PCP","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25P01618","temp_intcode_for_auto_old_int_code":"15","last_conf_date_type":"2020-06-17","last_act_type":"2025-07-31","pcl_status":"P","pcl_completion_date":"2015-08-05","pf1_status":"P","pf1_completion_date":"2016-01-22","pf2_status":"P","pf2_completion_date":"2017-01-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-03-06","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"danielle.terry@ensignenergy.com","pcl_completion_date_5":"2020-08-05","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","thewithdrawaldate":"2025-05-02","aitm_status_called":"2026-05-19T11:57:03-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent spoke with Danielle regarding her lapsed Professional membership with the National Payroll Institute. Danielle answered the initial questions about her reasons for joining and her satisfaction level, and provided her age range for statistical purposes before the call ended.","aitm_callsummarytitle":"Membership Lapse Inquiry with Danielle","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","session_id":"call_ddada90c0817d087ce9c005d988","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ddada90c0817d087ce9c005d988","onesentencenotrenewed":"Did not express intent to renew during the call.","initialvalue":"Designation","othermemberbenefit":"Voicemail interaction only","prootherreasonsnottorenew":"Voicemail - no reason provided","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"43108","email":"barbmehe@hotmail.com","first_name":"Barbara","last_name":"Mehedyn","phone":"","orgname":"","customer_acct_name":"","tags":"WR250827","ip4":"0.0.0.0","fields":{"individual_id":"230463","full_name":"Barbara Mehedyn, PCP","members_type":"PRO","new_member_date_2":"2020-05-15","city_1":"Langdon","province":"AB","language":"English","area_code":"403","lead_status":"Renewed Lapsed","phone_2":"4039542112","time_zone":"4","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-08-29","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2504463","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"2","pds_september":"2","last_infoline_date_type":"2018-03-10","last_conf_date_type":"2025-06-04","last_act_type":"2026-10-04","pcl_status":"P","pcl_completion_date":"2016-01-13","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":"2018-02-23","number_of_passed_courses":"4","pds_october":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","old_do_id":"L25P02161","npi_email_temp":"barbmehe@hotmail.com","pcl_completion_date_5":"2021-01-13","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"38879","email":"torresliezyl26@yahoo.com","first_name":"Liezyl","last_name":"Mundo","phone":"2363391817","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Liezyl Del Mundo","language":"English","canceldate":"2024-05-02","time_zone":"5","area_code":"236","members_type":"CAND","new_member_date_2":"2023-03-10","phone_2":"2363391817","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322546","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03388","last_act_type":"2023-09-03","pcl_status":"F","pcl_completion_date":"2023-07-26","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:41:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","old_int_code":"16","npi_email_temp":"torresliezyl26@yahoo.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03388","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"contact":{"id":"44444","email":"ssethi88@gmail.com","first_name":"Simran","last_name":"Sethi","phone":"6047835967","orgname":"Sunny's Bridal Gallery","customer_acct_name":"Sunny's Bridal Gallery","tags":"npiAlert11, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"262908","full_name":"Simran Sethi","canceldate":"2024-06-04","new_member_date_2":"2018-04-26","paid_thru":"2024-03-31","cert_status":"WITHDRAWN","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","province":"BC","cpa_certification":"PCP","last_act_type":"2024-02-09","language":"English","last_infoline_date_type":"2022-06-27","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P02675","number_of_passed_courses":"4","temp_do_id_for_auto_old_do_id":"L25P02675","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","pcp_we":"APPROVED","intcode":"06","blocnote":"LN \/ 04 December 2025 VM\n2026 May 25 call reached uninitialized voicemail service.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:09-04:00","temp_intcode_for_auto_old_int_code":"06","time_zone":"2","npi_email_temp":"ssethi88@gmail.com","pcl_completion_date_5":"2023-08-05","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","thewithdrawaldate":"2024-06-04","aitm_status_called":"2026-05-25T12:07:09-04:00","number_of_call_attempts":"1","npi_transcriptsummary":"The call was not answered and went to a voicemail service that has not been initialized by the customer.","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","session_id":"call_90ad348a1c37ab3b8dd0947cdf0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_90ad348a1c37ab3b8dd0947cdf0","number_of_total_call_attempts":"1"}},"seriesid":"163"}
{"contact":{"id":"46052","email":"comegnak@sah.on.ca","first_name":"Kristen","last_name":"Comegna","phone":"7057593434","orgname":"Sault Area Hospital","customer_acct_name":"Sault Area Hospital","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"329493","full_name":"Kristen Comegna","members_type":"CORP","paid_thru":"2024-10-31","organization_id":"50633","trc":"False","wera":"False","province":"ON","last_act_type":"2023-09-19","language":"English","corp_cancel_date":"2025-01-07","extension_phone_1":"4335","do_id":"L25O4161","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4161","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"comegnak@sah.on.ca","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","company_paid_thru":"2024-10-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40660","email":"lauriesimpson30@gmail.com","first_name":"Laurie","last_name":"Simpson","phone":"9057492667","orgname":"L. Simpson Bookkeeping","customer_acct_name":"L. Simpson Bookkeeping","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"individual_id":"267952","full_name":"Laurie Simpson, CBP","members_type":"PRO","do_id":"L25P01659","lead_status":"Lapsed Member","new_member_date_2":"2018-09-27","city_1":"Milton","province":"ON","language":"English","time_zone":"2","area_code":"905","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-05-02","intcode":"06","blocnote":"July 8 2025 vm\r\nSept 15 2025 vm\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:05-04:00","pds_july":"2","cpa_certification":"PCP","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25P01659","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","pds_september":"2","last_infoline_date_type":"2021-02-11","last_act_type":"2025-07-31","pcl_status":"P","pcl_completion_date":"2019-03-03","pf1_status":"P","pf1_completion_date":"2019-11-26","pf2_status":"P","pf2_completion_date":"2021-03-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-02-19","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"lauriesimpson30@gmail.com","pcl_completion_date_5":"2024-03-03","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","thewithdrawaldate":"2025-05-02","aitm_status_called":"2026-05-21T09:37:05-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fab44276487f7864a6dd440841a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fab44276487f7864a6dd440841a","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"43089","email":"elkmarie@hotmail.com","first_name":"Marie-Therese","last_name":"El-Khouri","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"353973","full_name":"Marie-Therese El-Khouri","members_type":"CAND","new_member_date_2":"2025-08-20","city_1":"Dorval","province":"QC","language":"French","area_code":"514","lead_status":"Renewed Lapsed","phone_2":"5142497244","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":"LB2505075","last_act_type":"2025-08-20","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","old_do_id":"L25C05883","npi_email_temp":"elkmarie@hotmail.com","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"46020","email":"no-email640@ler.com","first_name":"Val\u00e9rie","last_name":"Couture","phone":"5149374601","orgname":"Boutique Tristan & Iseut Inc","customer_acct_name":"Boutique Tristan & Iseut Inc","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"72043","full_name":"Val\u00e9rie Couture","members_type":"CORP","paid_thru":"2023-10-31","phone_2":"4509227356","organization_id":"7464","trc":"False","wera":"False","province":"QC","language":"French","corp_cancel_date":"2024-01-05","do_id":"L25O4421","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25O4421","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email640@ler.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45981","email":"lam@psc.org","first_name":"Witty","last_name":"Lam","phone":"6046848081","orgname":"Pacific Salmon Commission","customer_acct_name":"Pacific Salmon Commission","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"242406","full_name":"Witty Lam","members_type":"CORP","paid_thru":"2023-05-31","organization_id":"8842","trc":"False","wera":"False","province":"BC","last_act_type":"2023-07-18","language":"English","last_infoline_date_type":"2019-01-23","corp_cancel_date":"2023-08-02","extension_phone_1":"647","do_id":"L25O2895","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2895","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"lam@psc.org","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","company_paid_thru":"2023-05-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39494","email":"trang.dao.91088@gmail.com","first_name":"Trang","last_name":"Dao","phone":"4035608923","orgname":"AAA Hardwood Flooring","customer_acct_name":"AAA Hardwood Flooring","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Trang Dao","language":"English","canceldate":"2024-10-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C03891","new_member_date_2":"2023-08-14","phone_2":"4034713167","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326682","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C03891","last_infoline_date_type":"2025-10-03","last_act_type":"2025-10-03","pcl_status":"P","pcl_completion_date":"2023-11-02","pf1_status":"F","pf1_completion_date":"2023-11-27","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T17:20:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"trang.dao.91088@gmail.com","pcl_completion_date_5":"2028-11-02","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"44511","email":"boutin.janie@hotmail.com","first_name":"Janie","last_name":"Boutin","phone":"5147917816","orgname":"Workday","customer_acct_name":"Workday","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"215590","full_name":"Janie Boutin, LAP","members_type":"PRO","canceldate":"2025-12-02","new_member_date_2":"2013-05-23","paid_thru":"2025-09-30","phone_2":"5147917816","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2013-10-07","pf1_status":"P","pf1_completion_date":"2014-09-23","pf2_status":"P","pf2_completion_date":"2014-11-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-07-03","trc":"False","wera":"False","cpa_certification":"GAP","province":"QC","last_act_type":"2026-02-03","language":"French","last_infoline_date_type":"2023-01-18","last_conf_date_type":"2017-11-02","do_id":"L25P2700","lead_status":"Lapsed Member","time_zone":"2","number_of_passed_courses":"4","temp_do_id_for_auto_old_do_id":"L25P2700","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:45:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"boutin.janie@hotmail.com","pcl_completion_date_5":"2018-10-07","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"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, 260522 Lapsed DEL","ip4":"10.13.141.210","fields":{"individual_id":"213588","full_name":"Adedamola Okunade","members_type":"AST","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":"2026-01-28","language":"English","last_infoline_date_type":"2026-01-20","do_id":"L25A03129","lead_status":"Lapsed Member","time_zone":"2","number_of_passed_courses":"1","temp_do_id_for_auto_old_do_id":"L25A03129","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":"L25O05607","pcl_completion_date_5":"2022-10-01","ln_entered_date":"2026-06-01","formatted_paid_thru":"30\/09\/2025","company_paid_thru":"2025-09-30","latest_paid_thru":"2025-09-30","corp_cancel_date":"2025-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37896","email":"maria.coronel.va11@gmail.com","first_name":"Maria","last_name":"Coronel","phone":"4168178613","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Maria Victoria Coronel","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C03269","new_member_date_2":"2023-10-24","cert_status":"PENDING","phone_2":"4168178613","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"321300","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C03269","last_act_type":"2023-11-30","pcl_status":"P","pcl_completion_date":"2023-03-19","pf1_status":"P","pf1_completion_date":"2023-06-12","pf2_status":"P","pf2_completion_date":"2023-06-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-30","number_of_passed_courses":"4","intcode":"06","blocnote":"LN Nov 5 2025 vm\r\nLNC Dec 5 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T15:54:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","old_int_code":"10","trc":"True","wera":"True","npi_email_temp":"maria.coronel.va11@gmail.com","pcl_completion_date_5":"2028-03-19","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"46050","email":"shandah@criticalmass.com","first_name":"Shanda","last_name":"Stelmach","phone":"4032064352","orgname":"Critical Mass Inc","customer_acct_name":"Critical Mass Inc","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"267976","full_name":"Shanda Stelmach","members_type":"CORP","paid_thru":"2023-12-31","phone_2":"4034726760","organization_id":"34682","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2019-04-07","pf1_status":"P","pf1_completion_date":"2019-07-24","pf2_status":"P","pf2_completion_date":"2020-02-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-01-09","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"AB","last_act_type":"2024-12-09","language":"English","corp_cancel_date":"2024-03-02","do_id":"L25O3122","number_of_passed_courses":"4","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3122","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"shandah@criticalmass.com","pcl_completion_date_5":"2024-04-07","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42226","email":"no-email16@ler.com","first_name":"Maximiliano","last_name":"Ondarza","phone":"4168631133","orgname":"PwC Management Services LP","customer_acct_name":"PwC Management Services LP","tags":"LER_dummy, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"members_type":"PRO","full_name":"Maximiliano Garcia Ondarza","time_zone":"2","do_id":"L25P02038","language":"English","individual_id":"269622","phone_2":"6138762943","area_code":"416","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2023-01-05","new_member_date_2":"2018-11-26","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25P02038","cert_status":"WITHDRAWN","province":"ON","cpa_certification":"PCP","last_act_type":"2023-05-04","pcl_status":"P","pcl_completion_date":"2019-04-07","pf1_status":"P","pf1_completion_date":"2019-07-24","pf2_status":"P","pf2_completion_date":"2020-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-12-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"no-email16@ler.com","pcl_completion_date_5":"2024-04-07","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","thewithdrawaldate":"2023-01-05","aitm_status_called":"2026-05-25T12:07:08-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:08-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Maximiliano Ondarza but spoke with Peter instead, who did not connect the agent to Maximiliano. The call ended shortly after without further progress.","aitm_callsummarytitle":"Call reached gatekeeper, no contact with Maximiliano","blocnote":"2026 May 25 call reached gatekeeper Peter, did not connect to Maximiliano","notrenewedwanttorenew":"No","intcode":"03","npi_voicemaildetection":"No","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"03","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f027da53c3ebbe2b8cc7ff58295","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f027da53c3ebbe2b8cc7ff58295","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"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":"2026-08-04","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","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","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"39403","email":"tejas5712@gmail.com","first_name":"Tejaskumar","last_name":"Bardoliya","phone":"7784442200","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Tejaskumar Bardoliya","language":"English","canceldate":"2024-08-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C03881","new_member_date_2":"2023-07-04","phone_2":"7784442200","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326594","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03881","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2023-09-28","pf1_status":"F","pf1_completion_date":"2023-11-27","pf2_status":"F","pf2_completion_date":"2023-11-27","number_of_passed_courses":"1","intcode":"16","blocnote":"LNC Nov 17 2025 number not in service,","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T17:12:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"True","wera":"False","npi_email_temp":"tejas5712@gmail.com","pcl_completion_date_5":"2028-09-28","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"39828","email":"lincongjj@hotmail.com","first_name":"Cong","last_name":"Lin","phone":"4162044705","orgname":"PSI Payroll Services Inc.","customer_acct_name":"PSI Payroll Services Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Cong Lin, PCP","language":"English","canceldate":"2024-03-08","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2018-03-12","cert_status":"ACTIVE","phone_2":"9055344731","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"261541","organization_id":"10529","intcode":"99","blocnote":"July 2 2025 vm\r\nSept 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T15:25:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2506106","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506106","old_int_code":"6","last_infoline_date_type":"2026-03-16","last_act_type":"2026-03-16","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-08-20","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":"2019-11-28","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"lincongjj@hotmail.com","pcl_completion_date_5":"2023-08-20","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41886","email":"evaannewheeler@gmail.com","first_name":"Eva-Anne","last_name":"Wheeler","phone":"6479010314","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"313371","full_name":"Eva-Anne Wheeler","lead_status":"Refused","members_type":"CAND","new_member_date_2":"2023-05-24","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6479010314","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":"L25C05334","last_act_type":"2024-01-05","pcl_status":"P","pcl_completion_date":"2023-08-27","pf1_status":"P","pf1_completion_date":"2023-12-20","pf2_status":"P","pf2_completion_date":"2024-05-06","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Nov 11 2025 vm\r\nLNC Dec 8 2025 vm\r\nLNC Dec 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T10:23:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"evaannewheeler@gmail.com","pcl_completion_date_5":"2028-08-27","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","old_int_code":"06","date_of_renewal_identification":"","old_do_id":"L25C05334","ln_entered_date":"2026-05-27"}},"seriesid":"163"}
{"contact":{"id":"39889","email":"jesselstanley@me.com","first_name":"Jesse","last_name":"Stanley","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jesse Stanley","language":"English","canceldate":"2024-07-03","cpa_certification":"CPM","time_zone":"4","area_code":"780","members_type":"PRO","do_id":"L25P00649","new_member_date_2":"2023-05-12","pds_april":"17","cert_status":"WITHDRAWN","phone_2":"7809936022","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"154039","intcode":"06","blocnote":"July 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-03T16:02:00-04:00","pds_july":"17","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25P00649","temp_intcode_for_auto_old_int_code":"6","pds_august":"17","pds_september":"17","last_infoline_date_type":"2022-06-28","last_conf_date_type":"2014-06-17","last_act_type":"2024-01-10","pcl_status":"P","pcl_completion_date":"2010-06-14","pf1_status":"P","pf1_completion_date":"2010-12-14","pf2_status":"P","pf2_completion_date":"2011-04-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-03-25","number_of_passed_courses":"4","pds_october":"17","trc":"False","wera":"False","pds_november":"17","npi_email_temp":"jesselstanley@me.com","pcl_completion_date_5":"2015-06-14","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"37848","email":"tyejohnston@hotmail.com","first_name":"Tyler","last_name":"Johnston","phone":"5197097921","orgname":"Bosco and Roxy\u2019s Inc.","customer_acct_name":"Bosco and Roxy\u2019s Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Tyler Johnston","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"519","members_type":"CAND","new_member_date_2":"2023-03-21","phone_2":"5197097921","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"321185","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C03263","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 \/ 27 November 2025 on his way to work call back later","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T08:47:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"tyejohnston@hotmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03263","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"40689","email":"juliaknez10@gmail.com","first_name":"Julia","last_name":"Knez","phone":"9058084027","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":"335521","full_name":"Julia Knez","members_type":"CAND","do_id":"L25C04733","lead_status":"Lapsed Member","new_member_date_2":"2024-03-19","city_1":"Beamsville","province":"ON","language":"English","time_zone":"2","area_code":"905","phone_2":"9058084027","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04733","last_act_type":"2025-06-03","pcl_status":"P","pcl_completion_date":"2024-07-02","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T10:44:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"juliaknez10@gmail.com","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"40717","email":"carlreefke@yahoo.ca","first_name":"Carl","last_name":"Reefke","phone":"9056687711","orgname":"Regional Municipality of Durham","customer_acct_name":"Regional Municipality of Durham","tags":"WR250507, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Carl Reefke, PLP","coidnewmbrdate":"1983-03-01","city_1":"Whitby","province":"ON","phone_2":"2893873713","origin":"Lapsed members","found":"DO4 Phone","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"125301","organization_id":"6560","time_zone":"2","area_code":"905","canceldate":"2013-12-04","cert_status":"ACTIVE","pds_july":"3","cpa_certification":"CPM","new_member_date_2":"2007-12-21","language":"English","pds_august":"3","members_type":"CORP","pds_september":"3","last_act_type":"2026-02-13","company_paid_thru":"2027-03-31","pcl_status":"P","pcl_completion_date":"2008-04-15","pf1_status":"P","pf1_completion_date":"2008-07-18","pf2_status":"P","pf2_completion_date":"2009-10-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-04-28","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":"LB2504628","temp_do_id_for_auto_old_do_id":"LB2504628","npi_email_temp":"carlreefke@yahoo.ca","pcl_completion_date_5":"2013-04-15","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","last_infoline_date_type":"2026-02-13","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40553","email":"yosie@firstreference.com","first_name":"Yosie","last_name":"Saint-Cyr","phone":"9057617305","orgname":"First Reference Inc","customer_acct_name":"First Reference Inc","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"25749","full_name":"Yosie Saint-Cyr, LL.B.","members_type":"CORP","do_id":"L25O00922","lead_status":"Refused","coidnewmbrdate":"1999-03-31","city_1":"Hamilton","province":"ON","language":"English","time_zone":"2","area_code":"905","phone_2":"4164739682","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"July 8 2025 Yosie said the membership was not renewed because the company went bankrupt.","dhmsfin_telemarketing_last_contacted_date":"2025-07-08T17:10:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O00922","temp_intcode_for_auto_old_int_code":"21","organization_id":"24460","last_act_type":"2025-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"yosie@firstreference.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39816","email":"aristlu@hotmail.com","first_name":"Ping","last_name":"Lu","phone":"4389932243","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Ping Lu","language":"English","canceldate":"2024-05-02","cpa_certification":"SCPQ","time_zone":"2","area_code":"438","members_type":"PRO","do_id":"L25P01171","new_member_date_2":"2018-03-06","cert_status":"WITHDRAWN","phone_2":"4389932243","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"261374","intcode":"06","blocnote":"June 30 2025 Survey completed She is in an HR role now.\n2026 May 13 - reached voicemail; contact said not available.\n2026 May 13 - reached different person who said \"is Bing\" and not available; voicemail reached\n2026 May 15 reached voicemail, no contact made\n2026 May 15 call reached voicemail\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, contact not available\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 voicemail reached, contact not available","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:05-04:00","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":"N\/A","notrenewednolongerinpayroll":"Yes","npichallenges":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"I would have liked more opportunities to practice payroll with others.","membershipcost":"Yes","membershipcostspecify":"The membership cost not worth it since not in payroll.","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"More webinars.","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25P01171","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-07-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-12-12","number_of_passed_courses":"1","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"aristlu@hotmail.com","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","thewithdrawaldate":"2024-05-02","aitm_status_called":"2026-05-21T09:52:07-04:00","number_of_call_attempts":"1","npi_transcriptsummary":"The call reached voicemail and the contact, Tim, indicated he was not available to talk at the moment.","aitm_callsummarytitle":"Voicemail reached, contact unavailable","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact unavailable and not the intended person.","initialvalue":"Other","old_int_code":"03","prootherreasonsnottorenew":"Contact unavailable","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f1eaa55fb9443498e7ba7c284eb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f1eaa55fb9443498e7ba7c284eb","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"41916","email":"rahmanmdataur297@gmail.com","first_name":"Md","last_name":"Rahman","phone":"5873365270","orgname":"Integrated Accounting and Business Solutions","customer_acct_name":"Integrated Accounting and Business Solutions","tags":"WR250716, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Md Ataur Rahman","members_type":"CORP","coidnewmbrdate":"2024-02-05","city_1":"Edmonton","province":"AB","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2027-01-31","individual_id":"352389","organization_id":"334038","language":"English","company_paid_thru":"2027-01-31","number_of_passed_courses":"0","last_act_type":"2025-12-22","last_infoline_date_type":"2025-12-22","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2506883","temp_do_id_for_auto_old_do_id":"LB2506883","npi_email_temp":"rahmanmdataur297@gmail.com","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40639","email":"nataly.khazin@gmail.com","first_name":"Natalya","last_name":"Khazin","phone":"4168938104","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"274550","full_name":"Natalya Khazin","members_type":"PRO","do_id":"L25P01649","lead_status":"Lapsed Member","new_member_date_2":"2022-03-11","city_1":"Markham","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4168938104","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-05-02","intcode":"15","blocnote":"July 8 2025 vm\r\nLN Sept 15 2025 vm\n2026 May 19 call started, agent reached Natalya, began survey but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T15:47:02-04:00","cpa_certification":"PCP","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25P01649","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2022-07-12","last_act_type":"2025-07-31","pcl_status":"P","pcl_completion_date":"2019-08-19","pf1_status":"P","pf1_completion_date":"2019-12-16","pf2_status":"P","pf2_completion_date":"2020-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-07","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"nataly.khazin@gmail.com","pcl_completion_date_5":"2024-08-19","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","thewithdrawaldate":"2025-05-02","aitm_status_called":"2026-05-19T15:47:02-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Natalya and introduced the call regarding her lapsed Professional membership with the National Payroll Institute. The agent began asking the first survey question about the initial value that drove her to become a member, but the call ended shortly after without completing the survey.","aitm_callsummarytitle":"Call started but ended early during survey","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bfd537076455514552d725c5b8b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bfd537076455514552d725c5b8b","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"41936","email":"dhannah@westvancouver.ca","first_name":"Diane","last_name":"Hannah","phone":"6049257072","orgname":"District of West Vancouver","customer_acct_name":"District of West Vancouver","tags":"WR250716, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Diane Hannah","members_type":"CORP","coidnewmbrdate":"2002-10-01","city_1":"West Vancouver","province":"BC","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-09-30","individual_id":"352744","organization_id":"62416","language":"English","company_paid_thru":"2026-09-30","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504941","temp_do_id_for_auto_old_do_id":"LB2504941","npi_email_temp":"dhannah@westvancouver.ca","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39454","email":"tylerba01@yahoo.ca","first_name":"Beverley","last_name":"Tyler","phone":"4164590351","orgname":"Multiservice Inc.","customer_acct_name":"Multiservice Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Beverley Tyler","language":"English","canceldate":"2024-01-05","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"PRO","do_id":"L25P00603","new_member_date_2":"2013-11-26","pds_april":"5","cert_status":"WITHDRAWN","phone_2":"4164590351","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"131484","intcode":"02","blocnote":"June 25 2025 Survey completed She said she could not afford the cost.\n2026 May 25 reached voicemail\n2026 May 25 contact declined renewal due to cost and continuing education credits, interested in Associate membership, application form sent.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:07-04:00","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":"Yes","npichallengesspecify":"The conferences were not always good value. The trade show was not value to me.","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"The membership cost.","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"The membership cost for what I was getting did not.","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"61+","selfpayrollproficiency":"Strong","notrenewedcpehard":"Yes","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"5","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25P00603","temp_intcode_for_auto_old_int_code":"02","pds_august":"5","pds_september":"5","last_infoline_date_type":"2021-11-02","last_conf_date_type":"2022-06-08","last_act_type":"2024-04-04","pcl_status":"P","pcl_completion_date":"2014-04-23","pf1_status":"P","pf1_completion_date":"2008-08-28","pf2_status":"P","pf2_completion_date":"2014-07-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-07-25","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"tylerba01@yahoo.ca","pcl_completion_date_5":"2019-04-23","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","thewithdrawaldate":"2024-01-05","aitm_status_called":"2026-05-25T12:27:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Beverley to discuss her lapsed NPI Professional membership. Beverley declined to renew due to cost and continuing education credit requirements but expressed interest in the Associate membership, for which the agent sent details via email.","aitm_callsummarytitle":"Declined Professional Renewal, Interested in Associate Membership","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","session_id":"call_84729ab972fcdae040d7efb9ce7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_84729ab972fcdae040d7efb9ce7","number_of_total_call_attempts":"2","sendapplicationform":"2026-05-25T12:34:00-04:00","thewithdrawaldate_3_years":"2027-01-05","onesentencenotrenewed":"Too costly and continuing education credits are expensive and not justifiable with only two payroll clients.","initialvalue":"Help with Complex","prootherreasonsnottorenew":"Continuing education credits cost $3000 and maintaining certification is not feasible with only two payroll clients.","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"41188","email":"hamza4steve@gmail.com","first_name":"Hamza","last_name":"Adamu","phone":"4164398668","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"0.0.0.0","fields":{"individual_id":"343976","full_name":"Hamza Adamu","lead_status":"Lapsed Member","do_id":"L25C05042","new_member_date_2":"2025-01-14","coidnewmbrdate":"2018-10-02","city_1":"Scarborough","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4169042334","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-12-31","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C05042","last_act_type":"2025-11-08","pcl_status":"F","pcl_completion_date":"2025-03-17","pf1_status":"F","pf1_completion_date":"2025-05-20","pf2_status":"F","pf2_completion_date":"2025-06-18","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"hamza4steve@gmail.com","pcl_completion_date_5":"2030-03-17","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"42190","email":"no-email254@ler.com","first_name":"Payroll","last_name":"Department","phone":"5142881261","orgname":"Centraide du Grand Montr\u00e9al","customer_acct_name":"Centraide du Grand Montr\u00e9al","tags":"LER_dummy, NPI LN sent to TM, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Payroll Department","time_zone":"2","do_id":"L25O01170","language":"English","individual_id":"167111","area_code":"450","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","pipeline_2_members_only_ast":"","paid_thru":"2025-09-30","temp_do_id_for_auto_old_do_id":"L25O01170","province":"QC","organization_id":"62609","date_of_renewal_identification":"","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email254@ler.com","formatted_paid_thru":"30\/09\/2025","company_paid_thru":"2025-09-30","latest_paid_thru":"2025-09-30","ler_entered_date":"2026-06-01","corp_cancel_date":"2025-12-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44512","email":"gaga0407@yahoo.ca","first_name":"Dragana","last_name":"Ilic","phone":"2898012199","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"209755","full_name":"Dragana Zivic Ilic, PCP","members_type":"PRO","canceldate":"2025-12-02","new_member_date_2":"2018-05-07","paid_thru":"2025-09-30","phone_2":"2898012199","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2013-04-25","pf1_status":"P","pf1_completion_date":"2013-12-17","pf2_status":"P","pf2_completion_date":"2014-07-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-09-09","trc":"False","wera":"False","cpa_certification":"PCP","province":"ON","last_act_type":"2026-02-03","language":"English","last_infoline_date_type":"2020-09-10","pds_november":"1","do_id":"L25P2701","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":"L25P2701","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LN \/ 04 December 2025 VM\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"gaga0407@yahoo.ca","pcl_completion_date_5":"2018-04-25","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30","thewithdrawaldate":"2025-12-02","aitm_status_called":"2026-05-21T09:52:07-04:00","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","session_id":"call_cf60d8dbf37d5639a5c747d3b67","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cf60d8dbf37d5639a5c747d3b67","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"40633","email":"luna.elhajj03@icloud.com","first_name":"Luna","last_name":"ElHajj","phone":"6136971503","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"individual_id":"336094","full_name":"Luna ElHajj","members_type":"CAND","lead_status":"Renewed Lapsed","new_member_date_2":"2024-04-01","city_1":"Gloucester","province":"ON","language":"English","time_zone":"2","area_code":"613","phone_2":"6136971503","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"L25C04703","last_act_type":"2026-08-05","pcl_status":"E","number_of_passed_courses":"0","trc":"False","wera":"False","sendapplicationform":"2025-12-02T14:04:00-05:00","blocnote":"Dec 2 2025 completed with renewal ( she is willing to renew by the beginning of 2026)","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T14:07:00-05:00","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":"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":"","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","intcode":"99","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"luna.elhajj03@icloud.com","date_of_renewal_identification":"2026-03-03","old_int_code":"02","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"41226","email":"apreob7@gmail.com","first_name":"Alexander","last_name":"Preobrazhensky","phone":"4166366146","orgname":"Johnvince Foods","customer_acct_name":"Johnvince Foods","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"259009","full_name":"Alexander Preobrazhensky, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2018-01-02","coidnewmbrdate":"2005-02-28","city_1":"North York","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4163017955","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 18 2025 He said that he already renewed and that he may be linked to his company's corporate membership\r\nLN \/ 29 October 2025 VM\r\nLN \/ 12 November 2025 VM\r\nLN \/ 19 November 2025 He renewed it - NPI #: 259009 - he said that we called him before and he is sure it is renewed so he was wondering why this discrepancy","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T11:34:00-05:00","old_int_code":"13","temp_do_id_for_auto_old_do_id":"LB2504367","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-11-30","organization_id":"87261","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2018-05-06","pf1_status":"P","pf1_completion_date":"2018-11-18","pf2_status":"P","pf2_completion_date":"2020-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-11-14","cpa_certification":"PCP","last_act_type":"2026-12-01","last_infoline_date_type":"2022-11-07","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","old_do_id":"L25P01904","npi_email_temp":"apreob7@gmail.com","pcl_completion_date_5":"2023-05-06","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44575","email":"lirong731012@gmail.com","first_name":"Rong","last_name":"Li","phone":"6049683959","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"330889","full_name":"Rong Li","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2023-10-27","paid_thru":"2025-09-30","phone_2":"6049683959","pcl_status":"P","pcl_completion_date":"2024-03-04","pf1_status":"P","pf1_completion_date":"2024-06-20","pf2_status":"P","pf2_completion_date":"2024-10-11","trc":"True","wera":"False","province":"BC","last_act_type":"2024-02-09","language":"English","do_id":"L25C8387","lead_status":"Lapsed Member","time_zone":"5","number_of_passed_courses":"3","temp_do_id_for_auto_old_do_id":"L25C8387","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC \/ 04 December 2025 Can't find a job in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T13:42:00-05:00","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":"can't find a job","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","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"lirong731012@gmail.com","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"41953","email":"vergilwong180@gmail.com","first_name":"Vergil","last_name":"Wong","phone":"6042523292","orgname":"B.C. Liquor Distribution Branch","customer_acct_name":"B.C. Liquor Distribution Branch","tags":"WR250716, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Vergil Castor Wong","members_type":"CORP","coidnewmbrdate":"1991-04-01","city_1":"New Westminster","province":"BC","phone_2":"7785136940","found":"DO4 Phone","lead_status":"Lapsed DEL","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"352574","organization_id":"8046","language":"English","company_paid_thru":"2026-04-30","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2507609","temp_do_id_for_auto_old_do_id":"LB2507609","pcl_status":"P","npi_email_temp":"vergilwong180@gmail.com","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","pf1_status":"E","pcl_completion_date":"2026-05-06","pcl_completion_date_5":"2031-05-06","last_act_type":"2026-01-14","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"46070","email":"bobby.ramroop@trios.com","first_name":"Program","last_name":"Coordinator","phone":"5199450770","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"247575","full_name":"Program Coordinator","members_type":"CORP","paid_thru":"2026-08-31","organization_id":"163210","trc":"False","wera":"False","province":"ON","language":"English","number_of_passed_courses":"0","time_zone":"2","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"L25O2953","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-12-18","pipeline_1_lapsed_members":"","old_do_id":"L25O2953","intcode":"99","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"bobby.ramroop@trios.com","formatted_paid_thru":"31\/08\/2026","company_paid_thru":"2026-08-31","latest_paid_thru":"2026-08-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40629","email":"marion.paibomesai@gmail.com","first_name":"Marion","last_name":"Derewlany","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"286538","full_name":"Marion Derewlany","members_type":"CAND","do_id":"L25C04701","lead_status":"Refused","new_member_date_2":"2020-03-10","city_1":"Thorndale","province":"ON","language":"English","time_zone":"2","area_code":"519","phone_2":"5199943870","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":"L25C04701","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-02-08","last_act_type":"2024-02-29","pcl_status":"P","pcl_completion_date":"2020-07-05","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"marion.paibomesai@gmail.com","pcl_completion_date_5":"2025-07-05","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"39857","email":"macazovictoria@gmail.com","first_name":"Maria","last_name":"Macazo","phone":"7804203194","orgname":"ATCO Electric Ltd.","customer_acct_name":"ATCO Electric Ltd.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Maria Victoria Macazo, PCP,CPHR","language":"English","canceldate":"2024-08-29","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","new_member_date_2":"2022-11-29","cert_status":"ACTIVE","phone_2":"4038271600","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"274185","organization_id":"6737","intcode":"99","blocnote":"July 2 2025 780 4203194 number She is not at this office and 2nd number is busy.\r\nSept 10 2025 vm 2nd number","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T15:41:00-04:00","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2506209","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2026-05-28","old_do_id":"L25O02160","old_int_code":"6","last_act_type":"2024-08-29","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2019-07-02","pf1_status":"P","pf1_completion_date":"2023-04-09","pf2_status":"P","pf2_completion_date":"2024-03-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-05-09","number_of_passed_courses":"4","paid_thru":"2026-08-31","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506209","npi_email_temp":"macazovictoria@gmail.com","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38930","email":"salomeserrao95@gmail.com","first_name":"Salome","last_name":"Serrao","phone":"4169792352","orgname":"Legal Aid Ontario","customer_acct_name":"Legal Aid Ontario","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Salome Serrao, PCP","language":"English","canceldate":"2024-11-04","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2022-11-10","pds_april":"1","phone_2":"6476770025","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"318605","organization_id":"21457","pipeline_2_members_only_ast":"","pds_july":"1","cpa_certification":"PCP","cert_status":"ACTIVE","temp_do_id_for_auto_old_do_id":"LB2507058","pds_august":"1","old_do_id":"LB2507058","pds_september":"1","last_infoline_date_type":"2026-04-27","last_act_type":"2026-04-27","company_paid_thru":"2027-05-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"P","pf1_completion_date":"2023-08-23","pf2_status":"P","pf2_completion_date":"2024-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-07-23","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"True","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"salomeserrao95@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","corp_cancel_date":"2003-04-01","do_id":"","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"40638","email":"faiziomed@gmail.com","first_name":"Wasai","last_name":"Faizi","phone":"6476370996","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":"335805","full_name":"Wasai Faizi","members_type":"CAND","do_id":"L25C04706","lead_status":"Lapsed Member","new_member_date_2":"2024-03-26","city_1":"Tottenham","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6476370996","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04706","last_act_type":"2025-10-01","pcl_status":"P","pcl_completion_date":"2024-07-02","pf1_status":"P","pf1_completion_date":"2024-12-21","pf2_status":"P","pf2_completion_date":"2025-04-14","number_of_passed_courses":"3","blocnote":"Nov 10 2025 completed \r\nNote: he finished all the courses with NPI. He also finished the accounting course. He said that he called before asking on how to submit his papers to get the certification. However, he didn't get an answer back. Please contact him ASAP so he could submit all his papers and get his certification.","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T14:07:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"55","old_int_code":"23","intcode":"55","trc":"True","wera":"False","npi_email_temp":"faiziomed@gmail.com","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"44524","email":"dianamorozovsky@gmail.com","first_name":"Diana","last_name":"Morozovsky","phone":"4379993366","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"252821","full_name":"Diana Morozovsky, PCP","members_type":"PRO","canceldate":"2025-12-02","new_member_date_2":"2024-10-09","paid_thru":"2025-09-30","phone_2":"4379993366","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2017-08-21","pf1_status":"P","pf1_completion_date":"2018-01-07","pf2_status":"P","pf2_completion_date":"2018-04-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-10-26","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-02-03","language":"English","do_id":"L25P2709","lead_status":"Lapsed Member","time_zone":"2","number_of_passed_courses":"4","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P2709","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","blocnote":"LN \/ 08 December 2025 VM\n2026 May 15 - Confirmed Diana Morozovsky; answered Initial-value = 4 (Designation); NPS question not answered","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T09:45:13-04:00","temp_intcode_for_auto_old_int_code":"15","npi_email_temp":"dianamorozovsky@gmail.com","pcl_completion_date_5":"2022-08-21","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30","thewithdrawaldate":"2025-12-02","aitm_status_called":"2026-05-15T09:45:13-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent confirmed identity with Diana Morozovsky and asked membership survey questions (Initial-value question answered: option 4). The caller began the satisfaction (NPS) question but the transcript ends before the user answered.","aitm_callsummarytitle":"Survey started \u2014 identity confirmed; Initial-value answered","notrenewedwanttorenew":"No","initialvalue":"Designation","npi_voicemaildetection":"No","old_int_code":"06","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ba48ab2ebdbc31b7102b6d1c9e5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ba48ab2ebdbc31b7102b6d1c9e5","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"38804","email":"dckwok@icloud.com","first_name":"Dingchen","last_name":"Guo","phone":"2368894444","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Dingchen Guo","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"236","members_type":"CAND","new_member_date_2":"2023-05-05","phone_2":"2368894444","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324581","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03613","last_act_type":"2023-07-30","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"F","pf1_completion_date":"2023-08-23","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T13:50:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"dckwok@icloud.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03613"}},"seriesid":"163"}
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{"contact":{"id":"38808","email":"dalesyshen@hotmail.com","first_name":"Dorothy","last_name":"Lesyshen","phone":"7802897456","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Dorothy Lesyshen","language":"English","canceldate":"2024-05-02","time_zone":"4","area_code":"780","members_type":"CAND","new_member_date_2":"2023-03-17","phone_2":"7802897456","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322430","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C03379","last_act_type":"2023-07-19","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-11-02","pf2_status":"P","pf2_completion_date":"2023-11-02","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC \/ 07 November 2025 VM\r\nLN \/ 04 December 2025 VM\r\nLNC \/ 15 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T17:30:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"dalesyshen@hotmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03379","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
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{"contact":{"id":"40675","email":"ramneekkang7@gmail.com","first_name":"Ramneek","last_name":"Kaur","phone":"7783255051","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":"335572","full_name":"Ramneek Kaur","members_type":"CAND","do_id":"L25C04725","lead_status":"Lapsed Member","new_member_date_2":"2024-03-22","city_1":"Vancouver","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7783255051","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04725","last_act_type":"2024-08-10","pcl_status":"P","pcl_completion_date":"2024-07-02","pf1_status":"F","pf1_completion_date":"2025-01-20","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 17 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T18:09:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"ramneekkang7@gmail.com","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"41906","email":"chuaavane@gmail.com","first_name":"Vanessa","last_name":"Montalbo","phone":"6475634869","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":"337960","full_name":"Vanessa Lea Montalbo","lead_status":"Lapsed Member","do_id":"L25C05356","members_type":"CAND","new_member_date_2":"2024-05-27","city_1":"Mississauga","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6475634869","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":"L25C05356","last_act_type":"2024-11-29","pcl_status":"F","pcl_completion_date":"2024-08-14","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T15:48:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"chuaavane@gmail.com","pcl_completion_date_5":"2029-08-14","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"39406","email":"fionathomassmith@gmail.com","first_name":"Fiona","last_name":"Thomas-Smith","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Fiona Thomas-Smith","language":"English","canceldate":"2024-08-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"PRO","do_id":"L25P01117","new_member_date_2":"2022-06-03","cert_status":"WITHDRAWN","phone_2":"4165873221","province":"NS","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"254307","intcode":"06","blocnote":"June 25 2025 vm\n2026 May 15 call reached voicemail\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:07-04:00","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25P01117","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-10-31","pcl_status":"P","pcl_completion_date":"2017-11-05","pf1_status":"P","pf1_completion_date":"2018-03-11","pf2_status":"P","pf2_completion_date":"2022-09-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-11-03","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"fionathomassmith@gmail.com","pcl_completion_date_5":"2022-11-05","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","thewithdrawaldate":"2024-08-02","aitm_status_called":"2026-05-21T10:52:07-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached the voicemail of the contact 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","session_id":"call_8f9465961dbe4d37cc986eef2e7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8f9465961dbe4d37cc986eef2e7","mini_nps":"3","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"44617","email":"bouakbahabiba@gmail.com","first_name":"Habiba","last_name":"Bouakba","phone":"5146494854","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"343705","full_name":"Habiba Bouakba","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-11-01","paid_thru":"2025-09-30","phone_2":"5146494854","pcl_status":"F","pcl_completion_date":"2025-02-03","trc":"False","wera":"False","province":"QC","last_act_type":"2025-03-26","language":"French","last_infoline_date_type":"2025-02-13","do_id":"L25C8428","lead_status":"Lapsed Member","time_zone":"2","number_of_passed_courses":"0","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C8428","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"bouakbahabiba@gmail.com","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"41183","email":"priya.girish.mehta@gmail.com","first_name":"Priya","last_name":"Mehta","phone":"6046817500","orgname":"Ledcor Industries Inc.","customer_acct_name":"Ledcor Industries Inc.","tags":"WR250918, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"258908","full_name":"Priya Mehta, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2017-12-20","coidnewmbrdate":"1994-01-11","city_1":"Surrey","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"7789899777","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T13:37:00-04:00","temp_do_id_for_auto_old_do_id":"LB2506846","temp_intcode_for_auto_old_int_code":"99","canceldate":"2025-09-11","paid_thru":"2026-10-31","cert_status":"ACTIVE","organization_id":"9819","cpa_certification":"PCP","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","old_int_code":"6","last_act_type":"2026-12-01","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2018-04-01","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2020-10-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-11-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506846","old_do_id":"L25P01881","npi_email_temp":"priya.girish.mehta@gmail.com","pcl_completion_date_5":"2023-04-01","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39880","email":"benedict.santiagu@grhosp.on.ca","first_name":"Benedict","last_name":"Santiagu, PCP","phone":"5197494300","orgname":"Waterloo Regional Health Network","customer_acct_name":"Waterloo Regional Health Network","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Benedict Santiagu, PCP","language":"English","canceldate":"2023-07-09","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"CORP","do_id":"L25P01286","new_member_date_2":"2021-09-15","cert_status":"SUSPENDED","phone_2":"5197494300","province":"ON","zerobounce_reason":"catch-all","lead_status":"Lapsed DEL","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"274567","organization_id":"7828","intcode":"99","blocnote":"July 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-02T18:52:00-04:00","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P01286","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"","old_int_code":"6","last_act_type":"2025-06-19","npi_email_temp":"benedict.santiagu@grhosp.on.ca"}},"seriesid":"163"}
{"contact":{"id":"38876","email":"bbuchmuller@icloud.com","first_name":"Bev","last_name":"Wydysz","phone":"9058072218","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Bev Wydysz","language":"English","canceldate":"2024-10-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C04044","new_member_date_2":"2023-08-15","phone_2":"9058072218","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327890","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04044","last_act_type":"2024-01-18","pcl_status":"P","pcl_completion_date":"2023-12-18","pf1_status":"F","pf1_completion_date":"2024-04-23","number_of_passed_courses":"1","intcode":"16","blocnote":"LNC \/ 17 November 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T10:55:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"True","wera":"False","npi_email_temp":"bbuchmuller@icloud.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"41939","email":"kmouhtouris@dillon.ca","first_name":"Katherine","last_name":"Mouhtouris","phone":"5194386192","orgname":"Dillon Consulting Ltd","customer_acct_name":"Dillon Consulting Ltd","tags":"npiAlert11, WR250716, npiAlert13, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Katherine Mouhtouris","members_type":"CORP","coidnewmbrdate":"1991-09-01","city_1":"London","province":"ON","found":"DO4 Phone","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-09-30","individual_id":"352624","organization_id":"8167","language":"English","company_paid_thru":"2026-09-30","number_of_passed_courses":"0","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2505917","time_zone":"2","area_code":"519","intcode":"99","blocnote":"LN Nov 12 2025 vm. Renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T09:51:00-05:00","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","old_int_code":"24","do_id":"LB2505917","old_do_id":"L25O02423","npi_email_temp":"kmouhtouris@dillon.ca","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38815","email":"yeth2181@yahoo.com","first_name":"Lyneth","last_name":"Ronquillo","phone":"9023030643","orgname":"Lyneth Ronquillo","customer_acct_name":"Lyneth Ronquillo","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Lyneth Ronquillo","language":"English","canceldate":"2024-05-02","time_zone":"1","area_code":"902","members_type":"CAND","new_member_date_2":"2023-03-08","phone_2":"9023030643","province":"PE","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322432","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03380","last_act_type":"2023-06-03","pcl_status":"F","pcl_completion_date":"2023-07-26","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 28 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T08:41:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"yeth2181@yahoo.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03380","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"contact":{"id":"39898","email":"raulhenrymariscal@gmail.com","first_name":"Raul","last_name":"Mariscal","phone":"5879170428","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Raul Mariscal","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C04158","new_member_date_2":"2023-09-05","phone_2":"5879170428","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328753","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04158","last_act_type":"2023-01-09","pcl_status":"P","pcl_completion_date":"2023-11-27","pf1_status":"P","pf1_completion_date":"2024-02-26","pf2_status":"P","pf2_completion_date":"2024-04-27","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC Nov 7 2025 He is driving call back\r\nLNC Dec 8 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T16:11:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","old_int_code":"10","npi_email_temp":"raulhenrymariscal@gmail.com","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"40702","email":"natca.maritoi@gmail.com","first_name":"Natalia","last_name":"Maritcoi","phone":"","orgname":"Ceg\u00e9p Marie -Victorin","customer_acct_name":"Ceg\u00e9p Marie -Victorin","tags":"250903 Update Lapsed from Mem portal","ip4":"127.0.0.1","fields":{"individual_id":"334917","full_name":"Natalia Maritcoi","members_type":"CAND","lead_status":"Renewed Lapsed","city_1":"La Prairie","language":"French","time_zone":"2","area_code":"438","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2506583","new_member_date_2":"2024-03-06","paid_thru":"2026-08-31","province":"QC","phone_2":"4388554347","last_act_type":"2025-04-09","pcl_status":"P","pcl_completion_date":"2024-12-18","pf1_status":"P","pf1_completion_date":"2025-07-02","pf2_status":"P","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pf2_completion_date":"2025-12-09","old_do_id":"L25C04746","npi_email_temp":"natca.maritoi@gmail.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"37856","email":"veragogo@hotmail.com","first_name":"Vera","last_name":"Nikolic","phone":"4167177556","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Vera Nikolic","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2023-04-13","phone_2":"6479013519","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323670","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03504","last_act_type":"2023-08-27","pcl_status":"F","pcl_completion_date":"2023-08-27","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 27 2025 both numbers are wrong","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T08:49:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","old_int_code":"16","npi_email_temp":"veragogo@hotmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03504","pcl_completion_date_5":"2028-08-27","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"46036","email":"anniechong388@outlook.com","first_name":"Annie","last_name":"Chong","phone":"6474807941","orgname":"Thomson Reuters","customer_acct_name":"Thomson Reuters","tags":"npiPartnerAccount, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"14000","full_name":"Annie Chong","members_type":"CORP","paid_thru":"2024-03-31","organization_id":"5001","trc":"False","wera":"False","province":"ON","last_act_type":"2024-05-28","language":"English","last_infoline_date_type":"2017-02-13","last_conf_date_type":"2020-06-17","corp_cancel_date":"2024-06-04","do_id":"LB2504353","number_of_passed_courses":"0","time_zone":"2","lead_status":"Partner","temp_do_id_for_auto_old_do_id":"LB2504353","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"","old_do_id":"L25O2624","npi_email_temp":"anniechong388@outlook.com","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","company_paid_thru":"2024-03-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44586","email":"mazer911@yahoo.com","first_name":"Mourad","last_name":"Azer","phone":"6478647114","orgname":"Almour Medical","customer_acct_name":"Almour Medical","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"262717","full_name":"Mourad Azer, PCP","members_type":"PRO","canceldate":"2025-12-02","new_member_date_2":"2018-10-17","paid_thru":"2026-09-30","phone_2":"6478647114","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2018-06-11","pf1_status":"P","pf1_completion_date":"2018-10-28","pf2_status":"P","pf2_completion_date":"2018-10-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-10-09","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2025-04-12","language":"English","do_id":"LB2506351","lead_status":"Refused","time_zone":"2","number_of_passed_courses":"4","temp_do_id_for_auto_old_do_id":"LB2506351","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","old_do_id":"L25P2728","intcode":"55","blocnote":"LN \/ 08 December 2025 - he send a request saying that he has retired - he got answer back that it is going to be renewed till 2027 but he wants to knwo if he should fill an application again next year - waiting for answer from NPI","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T10:02:00-05:00","temp_intcode_for_auto_old_int_code":"55","old_int_code":"23","npi_email_temp":"mazer911@yahoo.com","pcl_completion_date_5":"2023-06-11","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"39856","email":"email.0008754@gmail.com","first_name":"Alysa","last_name":"Deshima","phone":"2506798841","orgname":"Adams Lake Indian Band","customer_acct_name":"Adams Lake Indian Band","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Alysa Deshima","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","extension_phone_1":"2236","time_zone":"5","area_code":"250","members_type":"PRO","do_id":"L25P01178","new_member_date_2":"2018-04-04","pds_april":"2","cert_status":"WITHDRAWN","phone_2":"2503183534","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"262275","organization_id":"103009","intcode":"15","blocnote":"July 2 2025 vm\r\nSept 10 2025 not in.\n2026 May 12 call reached voicemail for Sydney Hamilton\n2026 May 12 call reached Alysa, call ended abruptly after user questioned if it was a recording","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T14:58:45-04:00","pds_july":"2","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25P01178","temp_intcode_for_auto_old_int_code":"15","pds_august":"2","pds_september":"2","last_infoline_date_type":"2022-12-01","last_conf_date_type":"2020-06-17","last_act_type":"2024-02-09","pcl_status":"P","pcl_completion_date":"2018-08-05","pf1_status":"P","pf1_completion_date":"2019-11-26","pf2_status":"P","pf2_completion_date":"2020-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-03","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"email.0008754@gmail.com","pcl_completion_date_5":"2023-08-05","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","thewithdrawaldate":"2024-06-04","aitm_status_called":"2026-05-12T15:11:42-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Alysa and introduced the call regarding her lapsed Professional membership with the National Payroll Institute. The user expressed suspicion about the call being a recording, and the agent responded with a compliance statement before the call ended abruptly.","aitm_callsummarytitle":"Call reached Alysa but ended abruptly","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_08ccbab80186023402d303f4e86","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_08ccbab80186023402d303f4e86","number_of_calls_reached":"1","company_paid_thru":"2023-11-30","corp_cancel_date":"2024-02-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"46071","email":"daun@balancednumbers.ca","first_name":"Daun","last_name":"Shears","phone":"5872764619","orgname":"2002917 Alberta Ltd. O\/A Balanced Numbers","customer_acct_name":"2002917 Alberta Ltd. O\/A Balanced Numbers","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"267528","full_name":"Daun Shears","members_type":"CORP","paid_thru":"2024-02-29","phone_2":"7808817378","organization_id":"323103","trc":"False","wera":"False","province":"AB","last_act_type":"2024-02-13","language":"English","last_infoline_date_type":"2024-02-13","corp_cancel_date":"2024-05-02","do_id":"L25O3124","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3124","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"daun@balancednumbers.ca","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","company_paid_thru":"2024-02-29","company_status":"I"}},"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":"2025-06-05","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","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"44554","email":"boone2373@gmail.com","first_name":"Brandon","last_name":"Boone","phone":"","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"318025","full_name":"Brandon Boone","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2022-10-25","paid_thru":"2025-09-30","phone_2":"4164351683","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2023-07-12","pf1_status":"P","pf1_completion_date":"2023-05-25","pf2_status":"P","pf2_completion_date":"2023-09-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-08-02","trc":"True","wera":"True","cpa_certification":"PCP","province":"ON","last_act_type":"2025-12-12","language":"English","do_id":"LB2504532","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":"LB2504532","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C8370","npi_email_temp":"boone2373@gmail.com","pcl_completion_date_5":"2028-07-12","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"42184","email":"no-email243@ler.com","first_name":"Sarah","last_name":"Canning","phone":"2507885374","orgname":"Mistahiya Development Corporation","customer_acct_name":"Mistahiya Development Corporation","tags":"LER_dummy, NPI LN sent to TM","ip4":"10.13.140.65","fields":{"members_type":"CAND","full_name":"Sarah Canning","time_zone":"5","do_id":"L25C05446","language":"English","individual_id":"332295","phone_2":"2507885374","area_code":"250","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","blocnote":"Aug 28 2025 completed ( she doesnt want to receive any more email rom NPI)","dhmsfin_telemarketing_last_contacted_date":"2025-08-28T12:13:00-04:00","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","notrenewednotused":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"02","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","regular_email_change_date":"2025-08-28T12:13:45-04:00","placeholder_email_change_date":"2025-08-28T12:13:45-04:00","canceldate":"2025-02-04","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C05446","temp_intcode_for_auto_old_int_code":"1","province":"BC","last_act_type":"2024-11-09","pcl_status":"F","pcl_completion_date":"2024-04-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email243@ler.com","pcl_completion_date_5":"2029-04-03","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"46031","email":"alison@northone.com","first_name":"Alison","last_name":"Zwerling","phone":"2158500431","orgname":"NorthOne","customer_acct_name":"NorthOne","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"336558","full_name":"Alison Zwerling","members_type":"CORP","paid_thru":"2024-11-30","organization_id":"332479","trc":"False","wera":"False","province":"ON","last_act_type":"2026-08-01","language":"English","corp_cancel_date":"2025-02-04","do_id":"L25O4158","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4158","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"alison@northone.com","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","company_paid_thru":"2024-11-30","blocnote":"May 26 m","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"41192","email":"noorrayan@gmail.com","first_name":"Noor","last_name":"Mohamed","phone":"4162147833","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"162451","full_name":"Noor Mohamed Nabi Mohamed, PLP,FPC","members_type":"PRO","lead_status":"Not Relevant","new_member_date_2":"2010-01-04","coidnewmbrdate":"2014-10-14","city_1":"Mississauga","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"6476206476","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","intcode":"03","blocnote":"Aug 18 2025 He said he thinks he is a professional member and his company reimburses him but may  be in organization membership too.","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T13:52:00-04:00","temp_do_id_for_auto_old_do_id":"LB2506705","temp_intcode_for_auto_old_int_code":"3","paid_thru":"2026-11-30","cert_status":"ACTIVE","cpa_certification":"CPM","last_act_type":"2026-12-01","last_infoline_date_type":"2025-12-12","last_conf_date_type":"2022-06-08","old_do_id":"L25P01887","pcl_status":"P","pcl_completion_date":"2010-04-27","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":"2010-08-24","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"noorrayan@gmail.com","pcl_completion_date_5":"2015-04-27","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"38947","email":"darlamacks@yahoo.com","first_name":"Darla","last_name":"MacKinnon","phone":"","orgname":"","customer_acct_name":"","tags":"WR250716, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Darla MacKinnon, PCP","language":"English","canceldate":"2026-05-02","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"PRO","new_member_date_2":"2023-03-09","cert_status":"SUSPENDED","phone_2":"7782400641","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"248446","intcode":"02","blocnote":"June 23 2025 vm\n2026 May 12 - Reached voicemail; no human contact.\n2026 May 14 - Completed survey: Initial-value Networking; Satisfaction 4; Age 46-60","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T14:12:01-04:00","city_1":"White Rock","found":"DO4 Email","date_of_renewal_identification":"","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25P03035","temp_intcode_for_auto_old_int_code":"02","old_int_code":"06","last_act_type":"2026-05-20","pcl_status":"P","pcl_completion_date":"2016-12-18","pf1_status":"P","pf1_completion_date":"2017-03-27","pf2_status":"P","pf2_completion_date":"2017-05-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-12-07","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25P03035","old_do_id":"LB2504882","npi_email_temp":"darlamacks@yahoo.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-02","pcl_completion_date_5":"2021-12-18","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","thewithdrawaldate":"2026-05-02","aitm_status_called":"2026-05-19T14:12:01-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent reached Darla and completed the membership survey: Darla said initial value = Networking (option 5), satisfaction = 4, age range = 46-60. Call ended after agent closing.","aitm_callsummarytitle":"Survey completed with Darla \u2014 Networking reason","notrenewedwanttorenew":"No","mini_nps":"4","onesentencenotrenewed":"No contact reached; voicemail only.","initialvalue":"Networking","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"No response; voicemail reached.","age_range":"46-60","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_ff3f0fb9cbec6ad61996cab84be","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ff3f0fb9cbec6ad61996cab84be","number_of_calls_reached":"2"}},"seriesid":"163"}
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{"contact":{"id":"45982","email":"no-email475@ler.com","first_name":"Chantal","last_name":"Hermkens","phone":"4188788930","orgname":"Preverco Inc.","customer_acct_name":"Preverco Inc.","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"318643","full_name":"Chantal Hermkens","members_type":"CORP","paid_thru":"2023-10-31","organization_id":"318641","trc":"False","wera":"False","province":"QC","language":"English","corp_cancel_date":"2024-01-05","do_id":"L25O3623","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","temp_do_id_for_auto_old_do_id":"L25O3623","npi_email_temp":"no-email475@ler.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44541","email":"sabrinacoppola99@hotmail.com","first_name":"Sabrina","last_name":"Coppola","phone":"4506641078","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed, TMAI","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":"2026-02-03","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\n2026 May 25 reached voicemail\n2026 May 25 reached voicemail for Frank Cuppos","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:09-04:00","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","latest_paid_thru":"2025-09-30","thewithdrawaldate":"2025-12-02","aitm_status_called":"2026-05-25T12:32:06-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call reached a voicemail for Frank Cuppos and no conversation took place.","aitm_callsummarytitle":"Voicemail reached for Frank Cuppos","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6f6fefe1289196c4f04c0973911","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6f6fefe1289196c4f04c0973911","number_of_total_call_attempts":"2"}},"seriesid":"163"}
{"contact":{"id":"38823","email":"carol@globalcollege-edu.ca","first_name":"Carol","last_name":"Euraoba","phone":"3062160721","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Carol Euraoba","language":"English","canceldate":"2024-05-02","time_zone":"3","area_code":"306","members_type":"CAND","new_member_date_2":"2023-03-08","phone_2":"3062160721","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322434","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03381","last_act_type":"2023-06-03","pcl_status":"F","pcl_completion_date":"2023-07-26","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:31:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"carol@globalcollege-edu.ca","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03381","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
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{"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":"2024-06-05","last_act_type":"2024-06-05","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","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"38830","email":"rhudejul@gmail.com","first_name":"Julie","last_name":"Rhude","phone":"6044323302","orgname":"TELUS Communications (BC) Inc","customer_acct_name":"TELUS Communications (BC) Inc","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Julie Rhude, PLP","language":"English","canceldate":"2025-01-22","cpa_certification":"CPM","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2024-02-26","cert_status":"ACTIVE","phone_2":"4038286979","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"112207","organization_id":"5590","intcode":"99","blocnote":"June 19 2025 vm\r\nrenewal corp Debbie McIntyre","dhmsfin_telemarketing_last_contacted_date":"2025-07-18T12:58:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2506963","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506963","old_int_code":"24","last_act_type":"2026-12-01","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2007-07-10","pf1_status":"P","pf1_completion_date":"2008-01-02","pf2_status":"P","pf2_completion_date":"2008-12-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-06-27","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"rhudejul@gmail.com","pcl_completion_date_5":"2012-07-10","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","corp_cancel_date":"2001-12-04","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39318","email":"kaillee_83@hotmail.com","first_name":"Kaillee","last_name":"MacDonald","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Kaillee MacDonald","language":"English","canceldate":"2024-04-02","cpa_certification":"PCP","time_zone":"2","area_code":"613","members_type":"PRO","do_id":"L25P00847","new_member_date_2":"2014-02-03","cert_status":"WITHDRAWN","phone_2":"6138020996","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"218252","intcode":"06","blocnote":"June 25 2025 vm\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact with Kaillee MacDonald\n2026 May 21 reached voicemail, Kaillee MacDonald not available","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:07-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25P00847","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-01-07","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":"2014-04-08","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"kaillee_83@hotmail.com","pcl_completion_date_5":"2018-10-16","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-21T10:52:06-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The agent called to speak with Kaillee MacDonald on behalf of the National Payroll Institute but reached voicemail and was informed that Kaillee MacDonald was not available.","aitm_callsummarytitle":"Voicemail reached, contact unavailable","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_18922a2b20567e88ce42c51bf1a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_18922a2b20567e88ce42c51bf1a","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"37376","email":"connect.miranda@gmail.com","first_name":"Sau","last_name":"Mak","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sau Kwan Mak","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C02950","new_member_date_2":"2022-09-13","phone_2":"4375806628","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316708","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":"L25C02950","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-30","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-05-07","pf2_status":"P","pf2_completion_date":"2023-08-22","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"connect.miranda@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"42013","email":"no-email210@ler.com","first_name":"Chantal","last_name":"D\u00e9coeur","phone":"6135252784","orgname":"Alexandria Moulding","customer_acct_name":"Alexandria Moulding","tags":"LER_dummy, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","extension_phone_1":"2268","time_zone":"2","do_id":"L25A01842","language":"English","individual_id":"124651","area_code":"613","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2021-01-06","new_member_date_2":"2009-05-19","paid_thru":"2020-10-31","temp_do_id_for_auto_old_do_id":"L25A01842","province":"ON","organization_id":"124649","pds_august":"16","intcode":"06","blocnote":"Sept 25 2025 she doesnt work there anymore\n2026 May 08 call reached voicemail or gatekeeper, contact not available\n2026 May 11 call reached voicemail for Kelly Landryo, no message left\n2026 May 13 call reached voicemail for Kelly Landryo, message left\n2026 May 15 voicemail reached for Kelly Landryo, no contact made\n2026 May 19 voicemail reached for Kelly Landryo, no contact with Chantal\n2026 May 21 call reached voicemail, message left for Kelly Landryo\n2026 May 25 call reached voicemail, no contact with Chantal or Kelly Landryo","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","temp_intcode_for_auto_old_int_code":"06","old_int_code":"03","last_infoline_date_type":"2018-02-01","last_act_type":"2021-10-22","full_name":"Chantal D\u00e9coeur","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"16","npi_email_temp":"no-email210@ler.com","formatted_paid_thru":"31\/10\/2020","latest_paid_thru":"2020-10-31","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:05-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call reached a voicemail after the agent attempted to confirm the contact's identity and transfer the call to Kelly Landryo, who was unavailable. No conversation with the intended contact took place.","aitm_callsummarytitle":"Call reached voicemail, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0189cf16b0170672735fde82a56","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0189cf16b0170672735fde82a56"}},"seriesid":"163"}
{"contact":{"id":"43006","email":"maricelcayanan6@gmail.com","first_name":"Maricel","last_name":"Cayanan","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"353410","full_name":"Maricel Cayanan","members_type":"CAND","new_member_date_2":"2025-08-21","city_1":"Edmonton","province":"AB","language":"English","area_code":"416","lead_status":"Renewed Lapsed","phone_2":"4164148661","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":"LB2506289","last_infoline_date_type":"2025-08-20","last_act_type":"2026-01-20","pcl_status":"P","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","old_do_id":"L25C05796","pf1_status":"F","pcl_completion_date":"2026-01-06","npi_email_temp":"maricelcayanan6@gmail.com","pcl_completion_date_5":"2031-01-06","pf1_completion_date":"2026-04-22","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"41238","email":"elena.costanzo@hotmail.com","first_name":"Elena","last_name":"Costanzo","phone":"9056854225","orgname":"The Regional Municipality of Niagara","customer_acct_name":"The Regional Municipality of Niagara","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"318094","full_name":"Elena Costanzo","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2022-10-26","coidnewmbrdate":"2004-03-23","city_1":"Niagara Falls","province":"ON","language":"English","time_zone":"2","area_code":"905","phone_2":"9054015342","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2025-08-28","paid_thru":"2027-02-28","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2505062","organization_id":"73309","last_infoline_date_type":"2025-05-23","last_act_type":"2025-08-28","company_paid_thru":"2027-02-28","pcl_status":"P","pcl_completion_date":"2023-07-12","pf1_status":"P","pf1_completion_date":"2023-12-27","pf2_status":"P","pf2_completion_date":"2024-12-10","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2505062","old_do_id":"L25C05066","npi_email_temp":"elena.costanzo@hotmail.com","pcl_completion_date_5":"2028-07-12","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40542","email":"kristen@cowichangreencommunity.org","first_name":"Kristen","last_name":"Panzenboeck","phone":"2507488506","orgname":"Cowichan Green Community","customer_acct_name":"Cowichan Green Community","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"335567","full_name":"Kristen Panzenboeck","members_type":"CAND","do_id":"L25C04656","lead_status":"Lapsed Member","new_member_date_2":"2024-03-19","city_1":"Duncan","province":"BC","language":"English","time_zone":"5","area_code":"250","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04656","last_act_type":"2024-03-18","pcl_status":"P","pcl_completion_date":"2024-07-02","number_of_passed_courses":"1","intcode":"16","blocnote":"LNC \/ 17 November 2025 She doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T18:27:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"12","trc":"True","wera":"False","npi_email_temp":"kristen@cowichangreencommunity.org","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"46069","email":"cmdoucette13@gmail.com","first_name":"Christine","last_name":"Doucette","phone":"9053623180","orgname":"Moore North America","customer_acct_name":"Moore North America","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"71771","full_name":"Christine Doucette","members_type":"CORP","paid_thru":"2024-05-31","phone_2":"9054515996","organization_id":"10920","cert_status":"WITHDRAWN_CPE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2006-12-20","trc":"False","wera":"False","cpa_certification":"PCP","province":"ON","last_act_type":"2025-04-24","language":"English","corp_cancel_date":"2024-08-02","do_id":"L25O4429","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O4429","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"cmdoucette13@gmail.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","company_paid_thru":"2024-05-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43071","email":"flhammami@gmail.com","first_name":"Kit","last_name":"Tang","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"353504","full_name":"Kit Ling Tang","members_type":"CAND","new_member_date_2":"2025-08-21","city_1":"Longueuil","province":"QC","language":"English","area_code":"438","lead_status":"Renewed Lapsed","phone_2":"4383084900","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":"LB2505184","last_act_type":"2026-05-13","pcl_status":"P","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcl_completion_date":"2025-12-02","old_do_id":"L25C05864","npi_email_temp":"flhammami@gmail.com","pf1_status":"E","pcl_completion_date_5":"2030-12-02","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
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{"contact":{"id":"38857","email":"hakankeklik@hotmail.ca","first_name":"Hakan","last_name":"Keklik","phone":"7807098266","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Hakan Keklik","language":"English","canceldate":"2024-07-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C04042","new_member_date_2":"2023-08-11","phone_2":"7807098266","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327883","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04042","last_act_type":"2024-02-07","pcl_status":"F","pcl_completion_date":"2023-11-02","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"LNC Nov 27 2025 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:34:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"hakankeklik@hotmail.ca","pcl_completion_date_5":"2028-11-02","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
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{"contact":{"id":"37317","email":"julila.hemphill@argonautgold.com","first_name":"Julila","last_name":"Hemphill","phone":"7058842972","orgname":"Alamos Gold Inc.","customer_acct_name":"Alamos Gold Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Julila Hemphill","language":"English","canceldate":"2024-02-03","time_zone":"2","area_code":"705","members_type":"CAND","new_member_date_2":"2025-06-17","phone_2":"7055702956","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"320032","pipeline_2_members_only_ast":"","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"LB2505759","old_do_id":"L25C03195","last_infoline_date_type":"2023-02-24","last_act_type":"2026-08-04","date_of_renewal_identification":"2025-10-08","pcl_status":"F","pcl_completion_date":"2025-12-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"julila.hemphill@argonautgold.com","pcl_completion_date_5":"2030-12-02","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"seriesid":"163"}
{"contact":{"id":"37439","email":"landerson@heddleshipyards.com","first_name":"Lynne","last_name":"Anderson","phone":"5195001981","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Lynne Anderson","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"519","members_type":"CAND","new_member_date_2":"2023-05-08","phone_2":"5195001981","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"320307","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03211","last_act_type":"2023-08-21","pcl_status":"F","pcl_completion_date":"2023-08-21","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:38:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"landerson@heddleshipyards.com","pcl_completion_date_5":"2028-08-21","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03211"}},"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, TMAI","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":"02","blocnote":"July 4 2025 vm\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 - reached voicemail (mailbox number seven).\n2026 May 15 contact agreed to renew and email sent - NPI# 39914","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T10:12:02-04:00","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25P01188","temp_intcode_for_auto_old_int_code":"02","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","latest_paid_thru":"2024-04-30","thewithdrawaldate":"2024-07-03","aitm_status_called":"2026-05-19T10:12:02-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Terrina to discuss her lapsed Professional membership with the National Payroll Institute. Terrina expressed satisfaction with her membership and agreed to renew. The agent confirmed her email and sent the renewal procedure.","aitm_callsummarytitle":"Successful Renewal Intent Call with Terrina","notrenewedwanttorenew":"Yes","mini_nps":"5","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_d3cc5be1198073de7d7c173844b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d3cc5be1198073de7d7c173844b","onesentencenotrenewed":"Contact not reached; no response.","initialvalue":"Designation","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Voicemail reached, no reason provided.","age_range":"46-60","sendapplicationform":"2026-05-15T10:05:00-04:00","thewithdrawaldate_3_years":"2027-07-03","old_int_code":"6","last_engaged_date":"2026-05-15","number_of_calls_reached":"3"}},"seriesid":"163"}
{"contact":{"id":"46042","email":"skelndorfer@grmcpa.ca","first_name":"Susan","last_name":"Kelndorfer","phone":"7806722600","orgname":"Garnett Radchenko MacKay LLP","customer_acct_name":"Garnett Radchenko MacKay LLP","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"330017","full_name":"Susan Kelndorfer","members_type":"CORP","paid_thru":"2025-09-30","organization_id":"329646","trc":"False","wera":"False","province":"AB","last_act_type":"2023-02-10","language":"English","corp_cancel_date":"2025-12-02","do_id":"L25O4424","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":"L25O4424","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"skelndorfer@grmcpa.ca","formatted_paid_thru":"30\/09\/2025","company_paid_thru":"2025-09-30","latest_paid_thru":"2025-09-30","ln_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"46039","email":"denise.s@nmallp.com","first_name":"Denise","last_name":"Story","phone":"4033291562","orgname":"Nyrose & Alexander LLP","customer_acct_name":"Nyrose & Alexander LLP","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"304692","full_name":"Denise Story","members_type":"CORP","paid_thru":"2024-09-30","organization_id":"109083","trc":"False","wera":"False","province":"AB","last_act_type":"2021-02-09","language":"English","corp_cancel_date":"2024-09-30","do_id":"L25O3381","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3381","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"denise.s@nmallp.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","company_paid_thru":"2024-09-30","blocnote":"May 27 not a good time to talk","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39528","email":"lanieibus.ca@gmail.com","first_name":"Lanie","last_name":"Ibus","phone":"8192396980","orgname":"Manikkawasagan Financial Services","customer_acct_name":"Manikkawasagan Financial Services","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Lanie Ibus","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"819","members_type":"CAND","do_id":"L25C03895","new_member_date_2":"2023-07-13","phone_2":"8192396980","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326709","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03895","last_act_type":"2023-12-09","pcl_status":"P","pcl_completion_date":"2024-03-19","pf1_status":"P","pf1_completion_date":"2024-02-26","pf2_status":"P","pf2_completion_date":"2024-02-26","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC Dec 8 2025 No answer\r\nLNC Dec 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T10:17:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","old_int_code":"05","npi_email_temp":"lanieibus.ca@gmail.com","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"37430","email":"vjuhi19@gmail.com","first_name":"Juhi","last_name":"Verma","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Juhi Verma","language":"English","canceldate":"2023-11-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C02955","new_member_date_2":"2022-09-14","phone_2":"6479063599","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316803","paid_thru":"2023-08-31","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":"L25C02955","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-13","pcl_status":"F","pcl_completion_date":"2022-12-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vjuhi19@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"41997","email":"michael.tan1@telus.com","first_name":"Michael","last_name":"Tan","phone":"6044323302","orgname":"TELUS Communications (BC) Inc","customer_acct_name":"TELUS Communications (BC) Inc","tags":"WR250723, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"members_type":"CORP","coidnewmbrdate":"30\/08\/02 00:00","city_1":"Vancouver","province":"BC","phone_2":"6042537790","origin":"Lapsed members","found":"DO4 Phone","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2026-07-31","canceldate":"2015-11-04","new_member_date_2":"2013-09-13","individual_id":"218952","organization_id":"5590","language":"English","full_name":"Michael Tan","last_act_type":"2014-08-19","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2014-01-21","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":"2014-03-12","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2506433","temp_do_id_for_auto_old_do_id":"LB2506433","npi_email_temp":"michael.tan1@telus.com","pcl_completion_date_5":"2019-01-21","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","corp_cancel_date":"2001-12-04","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39019","email":"meg777@live.com","first_name":"Meaghan","last_name":"Huneault","phone":"2507975692","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Meaghan Huneault","language":"English","canceldate":"2024-08-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"","new_member_date_2":"2023-05-31","phone_2":"2507975692","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324792","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03637","last_act_type":"2025-02-10","pcl_status":"F","pcl_completion_date":"2023-07-29","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:48:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"meg777@live.com","pcl_completion_date_5":"2028-07-29","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03637"}},"seriesid":"163"}
{"contact":{"id":"38929","email":"helene.dorcine@gmail.com","first_name":"Helene","last_name":"Dorcine","phone":"4163638653","orgname":"Osisko Mining","customer_acct_name":"Osisko Mining","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Helene Dorcine","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","extension_phone_1":"114","time_zone":"2","area_code":"416","members_type":"PRO","do_id":"L25P00814","new_member_date_2":"2019-03-05","cert_status":"WITHDRAWN","phone_2":"6472108584","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"212095","intcode":"06","blocnote":"June 23 2025 vm\r\nLN \/ 02 October 2025 VM\n2026-05-15 Dial no answer, phone: +14163638653\n2026 May 15 call reached voicemail, no contact made\n2026-05-19 Dial no answer, phone: +14163638653\n2026 May 19 call reached voicemail\n2026-05-21 Dial no answer, phone: +14163638653\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25P00814","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2024-01-17","last_act_type":"2024-07-31","pcl_status":"P","pcl_completion_date":"2013-04-25","pf1_status":"P","pf1_completion_date":"2013-06-07","pf2_status":"P","pf2_completion_date":"2013-07-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-06-05","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"helene.dorcine@gmail.com","pcl_completion_date_5":"2018-04-25","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","thewithdrawaldate":"2024-05-02","aitm_status_called":"2026-05-21T09:57:09-04:00","number_of_call_attempts":"7","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"05","retell_call_status":"ended","session_id":"call_4e72c601a618e8509db2812b350","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4e72c601a618e8509db2812b350","npi_transcriptsummary":"The call reached the voicemail of the contact and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"45978","email":"cgagnon@dmgconseils.com","first_name":"Catherine","last_name":"Gagnon","phone":"5817410506","orgname":"Conseil des Innus de la Romaine","customer_acct_name":"Conseil des Innus de la Romaine","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"303007","full_name":"Catherine Gagnon","members_type":"CORP","paid_thru":"2024-01-31","organization_id":"302937","trc":"False","wera":"False","province":"QC","last_act_type":"2021-10-15","language":"French","last_infoline_date_type":"2021-10-15","corp_cancel_date":"2024-04-02","extension_phone_1":"205","do_id":"L25O3374","number_of_passed_courses":"0","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":"L25O3374","npi_email_temp":"cgagnon@dmgconseils.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39810","email":"cmfr21@gmail.com","first_name":"Crystal","last_name":"Ramirez","phone":"4032437542","orgname":"Select Energy Systems Inc.","customer_acct_name":"Select Energy Systems Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Crystal Flores Ramirez","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P01170","new_member_date_2":"2018-03-07","cert_status":"WITHDRAWN_CPE","phone_2":"8662733423","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"261337","intcode":"0","blocnote":"July 2 2025 Crystal will be back by July 11th on vacation.\r\nLN Sept 18 2025 call back\n2026 May 12 call rejected due to high spam caller score\n2026 May 12 call reached voicemail, no contact made\n2026 May 14 - Call rejected by carrier as high spam score; attempted to reach Crystal","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T11:36:42-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25P01170","temp_intcode_for_auto_old_int_code":"08","last_infoline_date_type":"2022-09-14","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2018-06-03","pf1_status":"P","pf1_completion_date":"2018-12-24","pf2_status":"P","pf2_completion_date":"2019-06-02","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":"cmfr21@gmail.com","pcl_completion_date_5":"2023-06-03","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","thewithdrawaldate":"2024-05-02","aitm_status_called":"2026-05-14T11:36:42-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Call was blocked by the recipient's carrier due to a high spam caller score; agent attempted to reach Crystal but the call was rejected immediately.","aitm_callsummarytitle":"Call rejected as spam","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fcb60757d3af1f03f762b724d7b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fcb60757d3af1f03f762b724d7b","mini_nps":"3","onesentencenotrenewed":"Call was blocked by recipient's carrier; no conversation occurred.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Call prevented by carrier spam rejection","age_range":"Preferred not to say","concernquestion":"Contact did not speak; carrier message indicated the call was rejected due to high spam caller score.","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"44547","email":"rajatsukhija536@gmail.com","first_name":"Rajat","last_name":"Sukhija","phone":"9055712200","orgname":"Makita Canada Inc.","customer_acct_name":"Makita Canada Inc.","tags":"251202 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"309074","full_name":"Rajat Sukhija, PCP","members_type":"PRO","canceldate":"2025-12-02","new_member_date_2":"2024-10-08","paid_thru":"2025-09-30","phone_2":"6474254683","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2022-05-08","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2023-04-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-07-28","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-02-03","language":"English","do_id":"L25P2723","lead_status":"Lapsed Member","time_zone":"2","number_of_passed_courses":"4","temp_do_id_for_auto_old_do_id":"L25P2723","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"03","blocnote":"LN \/ 08 December 2025 VM\n2026 May 25 call reached automated system, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:09-04:00","temp_intcode_for_auto_old_int_code":"03","npi_email_temp":"rajatsukhija536@gmail.com","pcl_completion_date_5":"2027-05-08","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30","thewithdrawaldate":"2025-12-02","aitm_status_called":"2026-05-25T12:07:09-04:00","number_of_call_attempts":"0","aitm_callsummarytitle":"Call reached automated system, no human answer","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_22f506cd5a659f4715f31f2590d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_22f506cd5a659f4715f31f2590d","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"39913","email":"avonca@hotmail.com","first_name":"Shahla","last_name":"Jehangir","phone":"4163219911","orgname":"Computek College","customer_acct_name":"Computek College","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Shahla Jehangir","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"PRO","do_id":"L25P00912","new_member_date_2":"2019-04-12","cert_status":"WITHDRAWN","phone_2":"9054713344","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"226871","intcode":"0","blocnote":"July 3 2025 call back tomorrow\r\nSept 11 2025 vm\n2026 May 13 - reached accounting; Shahla no longer with company; no forwarding contact provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T09:35:07-04:00","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25P00912","temp_intcode_for_auto_old_int_code":"08","last_act_type":"2026-05-20","pcl_status":"P","pcl_completion_date":"2014-09-15","pf1_status":"P","pf1_completion_date":"2014-10-14","pf2_status":"P","pf2_completion_date":"2014-11-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-04-12","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"avonca@hotmail.com","pcl_completion_date_5":"2019-09-15","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","thewithdrawaldate":"2024-06-04","aitm_status_called":"2026-05-13T09:35:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent called for Shahla but reached an accounting department staff who said Shahla no longer works there and could not provide updated contact information; call ended after brief exchange.","aitm_callsummarytitle":"Reached staff \u2014 contact moved on","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No renewal discussed; contact stated Shahla no longer works there.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"08","prootherreasonsnottorenew":"Contact not the member; Shahla no longer works at the organization.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9bfe0566c9189b104c4f512e8d0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9bfe0566c9189b104c4f512e8d0","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"41148","email":"nadiabergen@gmail.com","first_name":"Nadia","last_name":"Bergen","phone":"4032252366","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, npiAlert19, AI Contacts sent to TM 2026","ip4":"10.13.133.182","fields":{"individual_id":"234940","full_name":"Nadia Bergen","members_type":"AST","lead_status":"Renewed AST","new_member_date_2":"2015-06-05","coidnewmbrdate":"1991-11-01","city_1":"Hixon","province":"BC","language":"English","time_zone":"4","area_code":"403","phone_2":"7783497016","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"WITHDRAWN","cpa_certification":"CPM","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"AST02733","old_do_id":"L25P02588","last_infoline_date_type":"2024-08-21","last_conf_date_type":"2024-08-21","last_act_type":"2026-01-23","date_of_renewal_identification":"2026-01-24","do_id":"AST02733","pcl_status":"P","pcl_completion_date":"2015-10-06","pf1_status":"P","pf1_completion_date":"2016-01-24","pf2_status":"P","pf2_completion_date":"2016-06-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-08-26","number_of_passed_courses":"4","intcode":"16","blocnote":"wrong number","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:41:00-04:00","temp_intcode_for_auto_old_int_code":"16","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","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":"Some of webinars did not live up expectation had to pay a price for them","membershipcost":"Yes","membershipcostspecify":"The membership cost.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Retired","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"Webinars are expensive and conference are expensive too.","engagingstrategiesspecify":"Networking is almost non existant need more networking not just at conference once a year.","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Advance","old_int_code":"08","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"nadiabergen@gmail.com","ai_entered_date":"2026-01-24","telemarketing_call_date":"2026-05-11","pcl_completion_date_5":"2020-10-06","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"42224","email":"grenoch@cslfo.ca","first_name":"Christine","last_name":"Grenon","phone":"6132610652","orgname":"","customer_acct_name":"","tags":"npiAlert12","ip4":"10.13.139.252","fields":{"members_type":"CAND","full_name":"Christine Grenon","time_zone":"2","do_id":"L25C05452","language":"English","individual_id":"285122","phone_2":"6132610652","area_code":"613","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-03-02","new_member_date_2":"2020-01-24","paid_thru":"2025-07-31","temp_do_id_for_auto_old_do_id":"L25C05452","province":"ON","last_act_type":"2025-01-24","placeholder_email_change_date":"2025-10-31T12:00:18-04:00","regular_email_change_date":"2025-10-31T12:00:18-04:00","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","sendapplicationform":"2025-10-31T12:00:00-04:00","blocnote":"Oct 31 2025 email updated ( she is not willing to renew)","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T12:01:00-04:00","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","othermemberbenefit":"","notrenewednolongerinpayroll":"Yes","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","mini_nps":"5","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"17","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_intcode_for_auto_old_int_code":"17","last_engaged_date":"2025-11-03","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"F","pf1_completion_date":"2022-08-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"grenoch@cslfo.ca","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"40715","email":"rclothier@lambtonshores.ca","first_name":"Rebecca","last_name":"Clothier","phone":"5192431400","orgname":"Municipality of Lambton Shores","customer_acct_name":"Municipality of Lambton Shores","tags":"WR250507, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"members_type":"CORP","language":"English","new_member_date_2":"2011-03-17","area_code":"519","time_zone":"2","blocnote":"16 April 2025 VM  23 April 2025 Not found","dhmsfin_telemarketing_last_contacted_date":"2025-04-23T15:59:00-04:00","full_name":"Rebecca Clothier, PCP,CPA CGA, CMO, CM","coidnewmbrdate":"2023-06-15","city_1":"Granton","province":"ON","phone_2":"5192252009","origin":"Lapsed members","found":"DO4 Phone","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","old_do_id":"L25P00296","individual_id":"182987","organization_id":"326173","email2":"rebeccaclothier@quadro.net","canceldate":"2025-05-02","cert_status":"ACTIVE","cpa_certification":"PCP","temp_do_id_for_auto_old_do_id":"LB2506914","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-07-11","last_act_type":"2026-04-05","company_paid_thru":"2026-05-31","pcl_status":"P","pcl_completion_date":"2011-05-05","pf1_status":"P","pf1_completion_date":"2011-08-12","pf2_status":"P","pf2_completion_date":"2012-01-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-01-18","number_of_passed_courses":"4","old_int_code":"21","trc":"True","wera":"False","do_id":"LB2506914","npi_email_temp":"rclothier@lambtonshores.ca","pcl_completion_date_5":"2016-05-05","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38861","email":"saima.furrukh.05@gmail.com","first_name":"Saima","last_name":"Furrukh","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Saima Furrukh","language":"English","canceldate":"2025-02-04","cpa_certification":"PCP","time_zone":"2","area_code":"289","members_type":"CAND","do_id":"L25C03080","new_member_date_2":"2022-12-06","cert_status":"PENDING","phone_2":"2898945618","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"318480","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C03080","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-04-07","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-12-18","pf2_status":"P","pf2_completion_date":"2024-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-07-04","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"saima.furrukh.05@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"38872","email":"rkurtz@southwesthomes.ca","first_name":"Rhonda","last_name":"Kurtz","phone":"3067737765","orgname":"Southwest Homes Inc.","customer_acct_name":"Southwest Homes Inc.","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Rhonda Kurtz","language":"English","canceldate":"2024-05-02","extension_phone_1":"222","time_zone":"3","area_code":"306","members_type":"CAND","new_member_date_2":"2023-03-08","phone_2":"3067413272","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322542","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C03387","last_act_type":"2023-11-07","pcl_status":"P","pcl_completion_date":"2023-07-18","pf1_status":"P","pf1_completion_date":"2023-11-03","pf2_status":"P","pf2_completion_date":"2024-03-27","number_of_passed_courses":"3","sendapplicationform":"2025-11-07T10:47:00-05:00","blocnote":"LNC \/ 07 November 2025 Completed - sent the application to renew\r\nLNC \/ 16 December 2025 VM\r\nLNC \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T13:03:00-05:00","regular_email_change_date":"2025-11-07T10:47:22-05:00","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":"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":"Yes","hardtoparticipateeventsspecify":"she didn't","engagingstrategiesspecify":"","mini_nps":"5","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":"","last_engaged_date":"2025-11-12","trc":"True","wera":"False","old_int_code":"10","npi_email_temp":"rkurtz@southwesthomes.ca","old_do_id":"L25C03387","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"44608","email":"cassidycrisp@outlook.com","first_name":"Cassidy","last_name":"Crisp","phone":"2503381451","orgname":"Glacier View Lodge Society","customer_acct_name":"Glacier View Lodge Society","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"343701","full_name":"Cassidy Crisp","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-22","paid_thru":"2025-09-30","phone_2":"7788991668","pcl_status":"F","pcl_completion_date":"2025-03-10","trc":"False","wera":"False","province":"BC","last_act_type":"2025-03-03","language":"English","do_id":"L25C8419","lead_status":"Lapsed Member","time_zone":"5","number_of_passed_courses":"0","temp_do_id_for_auto_old_do_id":"L25C8419","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"cassidycrisp@outlook.com","pcl_completion_date_5":"2030-03-10","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"39883","email":"violetfrost07@gmail.com","first_name":"Violet","last_name":"Frost","phone":"2507183066","orgname":"HR Evolve","customer_acct_name":"HR Evolve","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Violet Frost, CPHR","language":"English","canceldate":"2025-09-03","cpa_certification":"CPM","time_zone":"5","area_code":"250","members_type":"PRO","do_id":"L25P00908","new_member_date_2":"2014-07-14","pds_april":"6","cert_status":"SUSPENDED","phone_2":"2507643276","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"226767","intcode":"06","blocnote":"July 2 2025 vm\r\n24 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T18:49:00-04:00","pds_july":"6","paid_thru":"2025-06-30","temp_do_id_for_auto_old_do_id":"L25P00908","temp_intcode_for_auto_old_int_code":"6","pds_august":"6","pds_september":"6","last_infoline_date_type":"2022-11-09","last_conf_date_type":"2018-03-09","last_act_type":"2025-09-04","npi_email_temp":"violetfrost07@gmail.com","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"39447","email":"d.wiege@telus.net","first_name":"Denise","last_name":"Wiege","phone":"","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Denise Wiege","language":"English","canceldate":"2023-06-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P00387","new_member_date_2":"1998-03-25","pds_april":"5","cert_status":"WITHDRAWN","phone_2":"4035819329","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"13067","intcode":"21","blocnote":"June 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-25T16:01:00-04:00","pds_july":"5","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":"L25P00387","temp_intcode_for_auto_old_int_code":"21","pds_august":"5","pds_september":"5","last_infoline_date_type":"2017-11-17","last_act_type":"2023-08-31","pf2_status":"P","pf2_completion_date":"2010-01-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-03-20","number_of_passed_courses":"2","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"d.wiege@telus.net","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
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{"contact":{"id":"38928","email":"jennifer.s.osborne@gmail.com","first_name":"Jennifer","last_name":"Hardy","phone":"9027896786","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jennifer Hardy","language":"English","canceldate":"2024-10-02","time_zone":"1","area_code":"902","members_type":"CAND","do_id":"L25C04049","new_member_date_2":"2023-08-14","phone_2":"9027896786","province":"NS","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327940","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04049","last_act_type":"2023-01-09","pcl_status":"P","pcl_completion_date":"2023-12-04","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 18 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T08:38:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"jennifer.s.osborne@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
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{"contact":{"id":"40637","email":"syd.e.johnson16@gmail.com","first_name":"Sydney","last_name":"Johnson","phone":"6048863433","orgname":"Haley Automotive Group","customer_acct_name":"Haley Automotive Group","tags":"npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"251049","full_name":"Sydney Johnson","members_type":"PRO","do_id":"L25P01648","lead_status":"Lapsed Member","new_member_date_2":"2017-03-08","city_1":"Gibsons","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"7788771222","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-05-02","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:08-04:00","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":"31 to 45 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","cpa_certification":"PCP","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25P01648","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2023-02-08","last_act_type":"2025-07-31","sendapplicationform":"2025-10-21T14:12:00-04:00","regular_email_change_date":"2025-10-21T14:12:44-04:00","last_engaged_date":"2025-10-21","blocnote":"LN \/ 21 October 2025 -- she wants to renew so just sent her the e-mail\r\nLN \/ 17 December 2025 VM\n2026 May 25 call reached voicemail.\n2026 May 25 call reached voicemail, no contact made","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"No","pcl_status":"P","pcl_completion_date":"2017-07-02","pf1_status":"P","pf1_completion_date":"2019-01-04","pf2_status":"P","pf2_completion_date":"2019-07-14","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","old_int_code":"10","npi_email_temp":"syd.e.johnson16@gmail.com","pcl_completion_date_5":"2022-07-02","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","thewithdrawaldate":"2025-05-02","aitm_status_called":"2026-05-25T14:27:07-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call reached voicemail and no conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no contact","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4047f578fef6e9359f879090db0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4047f578fef6e9359f879090db0","number_of_total_call_attempts":"2"}},"seriesid":"163"}
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{"contact":{"id":"46014","email":"payroll@frontiersnorth.com","first_name":"Amber","last_name":"Barrett","phone":"2049492050","orgname":"Frontiers North Inc.","customer_acct_name":"Frontiers North Inc.","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"330508","full_name":"Amber Barrett, CPHR","members_type":"CORP","paid_thru":"2025-09-30","organization_id":"330509","trc":"False","wera":"False","province":"MB","language":"English","corp_cancel_date":"2025-12-02","do_id":"L25O4420","number_of_passed_courses":"0","time_zone":"3","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4420","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"payroll@frontiersnorth.com","formatted_paid_thru":"30\/09\/2025","company_paid_thru":"2025-09-30","latest_paid_thru":"2025-09-30","ln_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38873","email":"annacorpuz2015@yahoo.com","first_name":"Anna","last_name":"Corpuz","phone":"7808056811","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Anna Corpuz","language":"English","canceldate":"2024-05-09","time_zone":"4","area_code":"780","members_type":"CAND","new_member_date_2":"2023-06-19","phone_2":"7808056811","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"326226","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"LB2504342","last_act_type":"2024-09-05","pcl_status":"F","pcl_completion_date":"2023-09-28","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 27 2025 she refused to answer the qustions but she said that she cancelled her membership because she is not doing payroll anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:37:00-05:00","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":"L25C03820","do_id":"LB2504342","npi_email_temp":"annacorpuz2015@yahoo.com","pcl_completion_date_5":"2028-09-28","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"43144","email":"naoures.dridi@aecom.com","first_name":"Naoures","last_name":"Dridi","phone":"9057477529","orgname":"AECOM","customer_acct_name":"AECOM","tags":"250905 new lapsed from memportal, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"259825","full_name":"Naoures Dridi, PCP","members_type":"PRO","new_member_date_2":"2024-06-27","paid_thru":"2026-06-30","cert_status":"ACTIVE","province":"ON","cpa_certification":"PCP","language":"English","phone_2":"6474497871","time_zone":"2","lead_status":"Not Relevant","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-10-08","pipeline_1_lapsed_members":"","temp_do_id_for_auto_old_do_id":"AST02944","old_do_id":"AST02944","blocnote":"LN \/ 30 September 2025 Survey completed - she is in the process of renewing","dhmsfin_telemarketing_last_contacted_date":"2025-09-30T11:44:00-04:00","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","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":"she is not getting any updates of the changes in legislations","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"18 to 30 years","selfpayrollproficiency":"Strong","intcode":"99","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-05-20","pcl_status":"P","pcl_completion_date":"2018-04-22","pf1_status":"P","pf1_completion_date":"2018-08-12","pf2_status":"P","pf2_completion_date":"2019-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-04-16","number_of_passed_courses":"4","old_int_code":"02","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"naoures.dridi@aecom.com","pcl_completion_date_5":"2023-04-22","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","last_infoline_date_type":"2026-05-20"}},"seriesid":"163"}
{"contact":{"id":"37862","email":"adrielecog@gmail.com","first_name":"Adriele","last_name":"Goncalves","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Adriele Goncalves","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"647","members_type":"AST","do_id":"L25A01613","new_member_date_2":"2023-10-01","phone_2":"6478318684","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329736","intcode":"03","blocnote":"June 16 2025 vm\n2026 May 08 call reached voicemail, no direct contact\n2026 May 11 call reached voicemail\n2026 May 13 call answered by gatekeeper, did not reach Adriele","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:25:44-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A01613","temp_intcode_for_auto_old_int_code":"03","last_act_type":"2023-09-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"adrielecog@gmail.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-25T11:25:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"11","npi_transcriptsummary":"The agent called to speak with Adriele about their recent membership experience with the National Payroll Institute. The call was answered by a gatekeeper who took the message and asked the agent to stay on the line. The call ended shortly after without reaching Adriele.","aitm_callsummarytitle":"Call reached gatekeeper, no contact with Adriele","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ba56db2d5e87a4d1932dbf6a6be","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ba56db2d5e87a4d1932dbf6a6be","old_int_code":"6","number_of_calls_reached":"5"}},"seriesid":"163"}
{"contact":{"id":"40812","email":"ktapp@loyalistcollege.com","first_name":"Kate","last_name":"Tapp","phone":"6139691913","orgname":"Loyalist College","customer_acct_name":"Loyalist College","tags":"WR250625","ip4":"0.0.0.0","fields":{"individual_id":"324064","full_name":"Kate Tapp","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-04-20","city_1":"Belleville","province":"ON","language":"English","phone_2":"6134386954","extension_phone_1":"2368","area_code":"613","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","found":"DO4 Email","date_of_renewal_identification":"","paid_thru":"2026-03-31","temp_do_id_for_auto_old_do_id":"LB2505957","last_conf_date_type":"2023-07-12","last_act_type":"2025-06-25","pcl_status":"P","pcl_completion_date":"2023-11-06","number_of_passed_courses":"1","intcode":"21","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_do_id":"LB2505957","npi_email_temp":"ktapp@loyalistcollege.com","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31","do_id":"","ln_entered_date":"2026-06-02","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"99"}},"seriesid":"163"}
{"contact":{"id":"42031","email":"no-email58@ler.com","first_name":"Carla","last_name":"Gatley","phone":"6136372650","orgname":"The Township of South Algonquin","customer_acct_name":"The Township of South Algonquin","tags":"LER_dummy, TMAI","ip4":"10.13.144.137","fields":{"members_type":"AST","extension_phone_1":"200","time_zone":"2","do_id":"L25A01851","language":"English","individual_id":"257519","area_code":"613","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"15","blocnote":"Aug 26 2025 she doesnt work there anymore\n2026 May 08 contact answered by Tia, Carla not available, no callback date given\n2026 May 11 contact answered but Carla Gatley not available, no callback time given.\n2026 May 13 call reached voicemail for Jackie Wilson, no contact made.\n2026 May 13 call reached voicemail, no message left\n2026 May 15 call reached Stephanie at Township of South Algonquin, asked for Carla Gatley, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T10:06:41-04:00","placeholder_email_change_date":"2025-08-26T13:24:21-04:00","regular_email_change_date":"2025-08-26T13:24:21-04:00","old_int_code":"06","canceldate":"2024-01-05","new_member_date_2":"2020-11-10","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A01851","temp_intcode_for_auto_old_int_code":"15","province":"ON","pds_august":"1","phone_2":"6136371089","last_infoline_date_type":"2023-01-27","last_act_type":"2023-01-27","full_name":"Carla Gatley","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"no-email58@ler.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T10:06:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The call was made to the Township of South Algonquin and reached a human named Stephanie, who answered the phone. The agent requested to speak with Carla Gatley, but the call ended shortly after without further conversation or resolution.","aitm_callsummarytitle":"Reached Stephanie, asked for Carla Gatley","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_265e432b259c895ba3482ebe398","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_265e432b259c895ba3482ebe398","number_of_calls_reached":"3","mini_nps":"3","onesentencenotrenewed":"Call reached voicemail, no conversation with contact.","initialvalue":"Other","othermemberbenefit":"No interaction to determine.","astotherreasonsnottorenew":"No contact was reached to discuss renewal.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"41205","email":"quennie.henriette@gmail.com","first_name":"Quennie","last_name":"Barrameda","phone":"4163263841","orgname":"Alcohol and Gaming Commission","customer_acct_name":"Alcohol and Gaming Commission","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"346700","full_name":"Quennie Barrameda","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2025-01-22","coidnewmbrdate":"2007-11-19","city_1":"North York","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"6475695997","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-10-31","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2506864","organization_id":"124293","last_act_type":"2026-03-16","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2025-05-05","pf1_status":"P","pf1_completion_date":"2025-08-20","pf2_status":"P","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pf2_completion_date":"2025-12-13","do_id":"LB2506864","old_do_id":"L25C05050","cert_status":"ACTIVE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-01-08","npi_email_temp":"quennie.henriette@gmail.com","pcp_we":"APPROVED","canceldate":"2026-03-03","pcl_completion_date_5":"2030-05-05","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","cpa_certification":"PCP","last_infoline_date_type":"2026-03-16","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38905","email":"jenwaller_2@hotmail.com","first_name":"Jen","last_name":"Waller","phone":"","orgname":"","customer_acct_name":"","tags":"250620 phone cannot be recovered, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jen Waller","language":"English","canceldate":"2023-03-02","cpa_certification":"PCP","time_zone":"3","area_code":"204","members_type":"PRO","do_id":"L25P00557","new_member_date_2":"2022-01-09","pds_april":"2","cert_status":"WITHDRAWN_CPE","phone_2":"2047858082","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"114706","intcode":"21","blocnote":"June 19 2025 Number not in service.","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T16:37:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25P00557","temp_intcode_for_auto_old_int_code":"21","pds_august":"2","pds_september":"2","last_act_type":"2025-04-24","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":"2020-02-10","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"jenwaller_2@hotmail.com","pcl_completion_date_5":"2024-04-07","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"46030","email":"cassandra@mckillopassociates.ca","first_name":"Cassandra","last_name":"DeMille","phone":"6133951237","orgname":"McKillop & Associates Professional Corp.","customer_acct_name":"McKillop & Associates Professional Corp.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"291818","full_name":"Cassandra Harris","members_type":"CORP","paid_thru":"2024-05-31","organization_id":"289487","trc":"False","wera":"False","province":"ON","last_act_type":"2020-12-17","language":"English","corp_cancel_date":"2024-08-02","do_id":"L25O3380","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3380","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"cassandra@mckillopassociates.ca","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","company_paid_thru":"2024-05-31","blocnote":"May 27 vm","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40676","email":"jporteous@waubetek.com","first_name":"Jodi","last_name":"Porteous","phone":"7055076848","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"219507","full_name":"Jodi Porteous","members_type":"PRO","do_id":"L25P01667","lead_status":"Lapsed Member","new_member_date_2":"2014-02-28","city_1":"Nairn Centre","province":"ON","language":"English","time_zone":"2","area_code":"705","phone_2":"7055076848","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-05-02","intcode":"15","blocnote":"July 8 2025 vm\r\nLN Sept 15 2025 vm\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 voicemail reached, no contact made\n2026 May 19 call reached voicemail.\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached Jodi but disconnected early after introduction","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:07-04:00","cpa_certification":"PCP","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25P01667","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-07-31","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","trc":"False","wera":"False","npi_email_temp":"jporteous@waubetek.com","pcl_completion_date_5":"2019-01-24","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","thewithdrawaldate":"2025-05-02","aitm_status_called":"2026-05-21T10:02:02-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Jodi and confirmed her identity but the call was disconnected shortly after the introduction without further discussion.","aitm_callsummarytitle":"Call reached contact but disconnected early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d8b74e8a8d87692c4e9e962b7fc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d8b74e8a8d87692c4e9e962b7fc","mini_nps":"3","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"46067","email":"mark.hyre@amcor.com","first_name":"Mark","last_name":"Hyre","phone":"7344284648","orgname":"Amcor PET Packaging North America Inc.","customer_acct_name":"Amcor PET Packaging North America Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"160372","full_name":"Mark Hyre","members_type":"CORP","paid_thru":"2024-03-31","phone_2":"7343022481","organization_id":"160371","trc":"False","wera":"False","province":"MI","last_act_type":"2023-09-11","language":"English","last_conf_date_type":"2017-06-13","corp_cancel_date":"2024-06-04","do_id":"L25O2628","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2628","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"mark.hyre@amcor.com","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","company_paid_thru":"2024-03-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40568","email":"evanskish@yahoo.com","first_name":"Simone","last_name":"Thomas","phone":"8776863779","orgname":"Schwank Ltd","customer_acct_name":"Schwank Ltd","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"313542","full_name":"Simone Thomas","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-03-23","city_1":"Brampton","province":"ON","language":"English","time_zone":"2","area_code":"877","phone_2":"6476163260","pipeline_1_lapsed_members":"Refused Lapsed","cert_status":"PENDING","canceldate":"2025-05-02","cpa_certification":"PCP","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04669","last_act_type":"2024-02-21","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":"LNC Nov 10 2025 vm\r\nLNC Dec 8 2025 vm\r\nLNC Dec 19 2025 Survey completed She said did not use membership much when she had but will be renewing for next year. Sent renewal email.","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T10:08:00-05:00","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":"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":"Yes","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"9","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","old_int_code":"02","npi_email_temp":"evanskish@yahoo.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C04669","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"37417","email":"bradhead1231@gmail.com","first_name":"Bradley","last_name":"Head","phone":"6043080278","orgname":"EV Logistics","customer_acct_name":"EV Logistics","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Bradley Head, CPA, CGA","language":"English","canceldate":"2024-03-02","time_zone":"5","area_code":"604","members_type":"CAND","new_member_date_2":"2023-04-04","phone_2":"6048071155","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"320267","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C03208","last_act_type":"2023-01-20","pcl_status":"P","pcl_completion_date":"2023-05-25","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:55:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"bradhead1231@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03208","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"43081","email":"shuyu0727@gmail.com","first_name":"Shu","last_name":"Zhao","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"354137","full_name":"Shu Yu Zhao","members_type":"CAND","new_member_date_2":"2025-08-25","city_1":"Toronto","province":"ON","language":"English","area_code":"647","lead_status":"Renewed Lapsed","phone_2":"6479609566","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":"LB2507230","last_act_type":"2025-08-24","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":"2025-12-02","pf1_status":"P","old_do_id":"L25C05875","npi_email_temp":"shuyu0727@gmail.com","pf1_completion_date":"2026-05-27","pcl_completion_date_5":"2030-12-02","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
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{"contact":{"id":"42049","email":"no-email145@ler.com","first_name":"Dorri","last_name":"Carpenter","phone":"6024377240","orgname":"Trox","customer_acct_name":"Trox","tags":"LER_dummy, TMAI","ip4":"10.13.131.240","fields":{"members_type":"AST","time_zone":"4","do_id":"L25A01860","language":"English","individual_id":"287857","area_code":"602","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"16","blocnote":"Aug 26 2025 he doesnt work there anymore ( the dont have updated info for him)\n2026 May 08 call to Trox to reach Dorri Carpenter, contact not found in phone system","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:48-04:00","placeholder_email_change_date":"2025-08-26T12:35:34-04:00","regular_email_change_date":"2025-08-26T12:35:34-04:00","old_int_code":"08","canceldate":"2021-06-02","new_member_date_2":"2020-04-23","paid_thru":"2021-03-31","temp_do_id_for_auto_old_do_id":"L25A01860","temp_intcode_for_auto_old_int_code":"16","province":"AZ","last_infoline_date_type":"2020-05-19","last_act_type":"2023-03-22","full_name":"Dorri Carpenter, SPHR (U.S.)","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email145@ler.com","formatted_paid_thru":"31\/03\/2021","latest_paid_thru":"2021-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Trox to speak with Dorri Carpenter but the contact did not have her in their phone system. The agent thanked the contact and ended the call, indicating they would try another method to reach Dorri.","aitm_callsummarytitle":"Unable to reach Dorri Carpenter at Trox","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a703ac259754f5e7e94ef5dc40c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a703ac259754f5e7e94ef5dc40c","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"42223","email":"no-email131@ler.com","first_name":"Juli","last_name":"Robinson","phone":"4035391895","orgname":"","customer_acct_name":"","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Juli Robinson","time_zone":"4","do_id":"L25O01189","language":"English","individual_id":"111538","area_code":"403","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25O01189","last_infoline_date_type":"2019-02-15","last_act_type":"2025-09-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email131@ler.com","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"42189","email":"no-email245@ler.com","first_name":"Andrea","last_name":"Smith","phone":"8076242569","orgname":"Wequedong Lodge","customer_acct_name":"Wequedong Lodge","tags":"LER_dummy, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Andrea Smith","time_zone":"2","language":"English","individual_id":"320721","area_code":"807","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"16","blocnote":"Sept 2 2025 she doesnt work there anymore\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached Scott, Andrea Smith not available\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction\n2026 May 19 contact said Andrea Smith does not work here and asked to stop calls.","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T10:12:02-04:00","old_int_code":"08","canceldate":"2024-03-02","new_member_date_2":"2023-01-30","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25A01893","temp_intcode_for_auto_old_int_code":"16","province":"ON","last_act_type":"2023-08-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email245@ler.com","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-19T10:12:02-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent called the number and spoke with a person who stated that Andrea Smith does not work there and requested to stop calling. The agent acknowledged the request and confirmed the contact information would be updated to prevent future calls.","aitm_callsummarytitle":"Contact Not Andrea Smith, Requested No Further Calls","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_fcba333c97c8821bd82ff6ef818","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fcba333c97c8821bd82ff6ef818","number_of_calls_reached":"2","onesentencenotrenewed":"Contact requested to stop calls as Andrea Smith does not work there.","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01893"}},"seriesid":"163"}
{"contact":{"id":"46072","email":"catherine.bourdages@dhl.com","first_name":"Catherine","last_name":"Bourdages","phone":"4389783190","orgname":"DHL Express Canada","customer_acct_name":"DHL Express Canada","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"330393","full_name":"Catherine Bourdages, CRIA\/CIRC","members_type":"CORP","paid_thru":"2025-09-30","organization_id":"330394","trc":"False","wera":"False","province":"ON","language":"English","corp_cancel_date":"2025-12-02","do_id":"L25O4430","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O4430","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"catherine.bourdages@dhl.com","formatted_paid_thru":"30\/09\/2025","company_paid_thru":"2025-09-30","latest_paid_thru":"2025-09-30","ln_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44592","email":"kaorimail113@gmail.com","first_name":"Kaori","last_name":"Kato","phone":"6047399536","orgname":"Homeroom Small Business Solutions Inc.","customer_acct_name":"Homeroom Small Business Solutions Inc.","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341678","full_name":"Kaori Kato","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-09-25","paid_thru":"2025-09-30","phone_2":"6045003574","pcl_status":"P","pcl_completion_date":"2025-01-07","trc":"True","wera":"False","province":"AB","last_act_type":"2024-09-25","language":"English","do_id":"L25C8404","lead_status":"Lapsed Member","time_zone":"4","number_of_passed_courses":"1","temp_do_id_for_auto_old_do_id":"L25C8404","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:18:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"kaorimail113@gmail.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"42060","email":"erica.lix@ca.nestle.com","first_name":"Erica","last_name":"Lix","phone":"","orgname":"","customer_acct_name":"","tags":"Zerobounce indication","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Erica Lix","time_zone":"2","language":"English","individual_id":"317233","phone_2":"9052265824","zerobounce_reason":"(zerobounce invalid)","area_code":"905","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","pds_july":"2","paid_thru":"2025-05-31","intcode":"21","blocnote":"Aug 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T13:27:00-04:00","canceldate":"2023-07-05","new_member_date_2":"2022-09-27","temp_do_id_for_auto_old_do_id":"LB2505108","temp_intcode_for_auto_old_int_code":"21","province":"ON","pds_august":"2","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C05562","pds_september":"2","last_conf_date_type":"2024-06-19","last_act_type":"2024-11-18","pcl_status":"P","pcl_completion_date":"2023-01-20","number_of_passed_courses":"1","pds_october":"2","trc":"True","wera":"False","pds_november":"2","do_id":"LB2505108","npi_email_temp":"erica.lix@ca.nestle.com","pcl_completion_date_5":"2028-01-20","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"44603","email":"mariamnagi21811@gmail.com","first_name":"Mariam","last_name":"Nagi","phone":"","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"343607","full_name":"Mariam Nagi","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-18","paid_thru":"2025-09-30","phone_2":"5879175504","trc":"False","wera":"False","province":"AB","last_act_type":"2026-04-27","language":"English","do_id":"L25C8414","lead_status":"Lapsed Member","time_zone":"4","number_of_passed_courses":"0","temp_do_id_for_auto_old_do_id":"L25C8414","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"mariamnagi21811@gmail.com","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"38901","email":"mariaella69@gmail.com","first_name":"Hyojung","last_name":"Cho","phone":"7788551249","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Hyojung Cho","language":"English","canceldate":"2025-02-04","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C04540","new_member_date_2":"2023-12-20","phone_2":"7788551249","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"332594","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C04540","last_act_type":"2024-04-03","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":"2025-11-27T12:42:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"mariaella69@gmail.com","pcl_completion_date_5":"2029-04-03","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"40682","email":"tammystuckless@gmail.com","first_name":"Tammy","last_name":"Stuckless","phone":"6475676744","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"21639","full_name":"Tammy Stuckless, PCP","members_type":"PRO","lead_status":"Refused","new_member_date_2":"2023-03-01","city_1":"Bradford","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6475676744","pipeline_1_lapsed_members":"Refused Lapsed","cert_status":"SUSPENDED","canceldate":"2026-05-02","intcode":"06","blocnote":"July 8 2025 vm\r\nSept 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T13:52:00-04:00","pds_july":"12","cpa_certification":"PCP","paid_thru":"2026-02-28","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2507414","temp_intcode_for_auto_old_int_code":"6","pds_august":"12","pds_september":"12","last_infoline_date_type":"2023-02-06","last_act_type":"2026-02-05","pipeline_2_members_only_ast":"","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2006-06-23","number_of_passed_courses":"1","pds_october":"12","trc":"False","wera":"False","pds_november":"12","do_id":"LB2507414","old_do_id":"L25P01670","npi_email_temp":"tammystuckless@gmail.com","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28"}},"seriesid":"163"}
{"contact":{"id":"46044","email":"tax@accuratetax.ca","first_name":"Susan","last_name":"Northey","phone":"7056561200","orgname":"2473631 Ontario Inc. O\/A Accurate Accounting & Tax Services","customer_acct_name":"2473631 Ontario Inc. O\/A Accurate Accounting & Tax Services","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"325727","full_name":"Beth Burton","members_type":"CORP","paid_thru":"2024-06-30","organization_id":"302910","trc":"False","wera":"False","province":"ON","last_act_type":"2023-01-06","language":"English","corp_cancel_date":"2024-09-04","do_id":"L25O4160","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4160","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"tax@accuratetax.ca","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","company_paid_thru":"2024-06-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39421","email":"duffiec99@gmail.com","first_name":"Coritta","last_name":"Duffie","phone":"4162614500","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Coritta Duffie","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C04398","new_member_date_2":"2023-11-09","phone_2":"4162614500","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330916","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04398","last_act_type":"2024-10-01","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 28 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T09:05:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"duffiec99@gmail.com","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"42935","email":"faithhicks4@outlook.com","first_name":"Faith","last_name":"Hicks","phone":"2897954609","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":"342717","full_name":"Faith Hicks","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05769","new_member_date_2":"2024-09-25","city_1":"Flamborough","province":"ON","language":"English","time_zone":"2","area_code":"289","phone_2":"2897954609","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":"L25C05769","last_act_type":"2025-08-15","pcl_status":"P","pcl_completion_date":"2025-01-07","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T15:49:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"faithhicks4@outlook.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"37368","email":"nntsiry@gmail.com","first_name":"N'Tsiry","last_name":"Nomembeloson","phone":"8005675670","orgname":"IA - Groupe Financier","customer_acct_name":"IA - Groupe Financier","tags":"","ip4":"127.0.0.1","fields":{"full_name":"N'Tsiry Nomembeloson","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"800","members_type":"CAND","do_id":"L25C01150","new_member_date_2":"2020-05-14","phone_2":"4185713178","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"288632","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C01150","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-04-30","pcl_status":"P","pcl_completion_date":"2020-10-04","pf1_status":"P","pf1_completion_date":"2021-01-24","pf2_status":"P","pf2_completion_date":"2021-07-19","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"nntsiry@gmail.com","pcl_completion_date_5":"2025-10-04","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"41258","email":"ganthiamruthavarshini@gmail.com","first_name":"Amruthavarshini","last_name":"Ganthi","phone":"","orgname":"CIMS Limited Partnership","customer_acct_name":"CIMS Limited Partnership","tags":"npiAlert14, WR251001, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"327755","full_name":"Amruthavarshini Ganthi","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2023-08-08","city_1":"Vancouver","province":"BC","language":"English","time_zone":"5","area_code":"672","phone_2":"6723389945","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2505216","organization_id":"297967","canceldate":"2025-10-01","old_do_id":"L25O02381","last_act_type":"2026-02-27","coidnewmbrdate":"2021-02-10","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","company_paid_thru":"2027-01-31","pcl_status":"P","pcl_completion_date":"2024-05-06","pf1_status":"P","pf1_completion_date":"2024-08-20","pf2_status":"P","pf2_completion_date":"2025-10-01","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","do_id":"LB2505216","npi_email_temp":"ganthiamruthavarshini@gmail.com","cert_status":"ACTIVE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-01-22","pcp_we":"APPROVED","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","cpa_certification":"PCP","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"46116","email":"nlagace@v3r.net","first_name":"Nancy","last_name":"Lagac\u00e9","phone":"8193742002","orgname":"Ville de Trois-Rivi\u00e8res","customer_acct_name":"Ville de Trois-Rivi\u00e8res","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"66804","full_name":"Nancy Lagac\u00e9","members_type":"CORP","paid_thru":"2026-08-31","organization_id":"11346","trc":"False","wera":"False","province":"QC","last_act_type":"2023-01-27","language":"French","last_infoline_date_type":"2023-01-27","extension_phone_1":"1356","do_id":"L25O4439","number_of_passed_courses":"0","time_zone":"2","lead_status":"Renewed Lapsed","temp_do_id_for_auto_old_do_id":"L25O4439","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"nlagace@v3r.net","formatted_paid_thru":"31\/08\/2026","company_paid_thru":"2026-08-31","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42192","email":"no-email114@ler.com","first_name":"Payroll","last_name":"Department","phone":"4039300991","orgname":"De Beers Canada Inc.","customer_acct_name":"De Beers Canada Inc.","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Payroll Department","time_zone":"4","do_id":"L25O01171","language":"English","individual_id":"334316","area_code":"403","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":"L25O01171","province":"AB","organization_id":"6858","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email114@ler.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44612","email":"victoriakelly12@hotmail.com","first_name":"Victoria","last_name":"Bartlett","phone":"3436550515","orgname":"Vista Credit","customer_acct_name":"Vista Credit","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"343433","full_name":"Victoria Bartlett","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-15","paid_thru":"2025-09-30","phone_2":"7053309553","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","trc":"True","wera":"False","province":"ON","last_act_type":"2025-01-14","language":"English","last_infoline_date_type":"2025-01-14","do_id":"L25C8423","lead_status":"Lapsed Member","time_zone":"2","number_of_passed_courses":"3","temp_do_id_for_auto_old_do_id":"L25C8423","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 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T13:15:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"victoriakelly12@hotmail.com","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"40745","email":"amycee2002@yahoo.com","first_name":"Ai","last_name":"Chen","phone":"4035311333","orgname":"Computer Modelling Group Ltd.","customer_acct_name":"Computer Modelling Group Ltd.","tags":"WR250813, npiAlert14, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"316951","full_name":"Ai Ting Chen, PCP","members_type":"CORP","lead_status":"Lapsed DEL","new_member_date_2":"2022-09-21","city_1":"Calgary","province":"AB","language":"English","phone_2":"7789907366","extension_phone_1":"1334","area_code":"403","time_zone":"4","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"July 8 2025 vn","dhmsfin_telemarketing_last_contacted_date":"2025-07-08T16:34:00-04:00","coidnewmbrdate":"2014-12-03","found":"DO4 Email","date_of_renewal_identification":"2026-05-26","canceldate":"2025-08-07","temp_do_id_for_auto_old_do_id":"LB2504282","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","organization_id":"223574","cpa_certification":"PCP","old_int_code":"6","last_infoline_date_type":"2026-02-20","last_act_type":"2026-02-20","company_paid_thru":"2026-02-28","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2023-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-09-14","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504282","old_do_id":"L25P01673","npi_email_temp":"amycee2002@yahoo.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41929","email":"sara.berthelettetremblay@se.com","first_name":"Sara","last_name":"Berthelette-Tremblay","phone":"4508742142","orgname":"Schneider Electric Canada Inc.","customer_acct_name":"Schneider Electric Canada Inc.","tags":"WR250716, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Sara Berthelette-Tremblay","members_type":"CORP","coidnewmbrdate":"2017-01-05","city_1":"Mississauga","province":"ON","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2027-01-31","individual_id":"321428","organization_id":"252433","language":"English","last_act_type":"2023-02-02","company_paid_thru":"2027-01-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507084","temp_do_id_for_auto_old_do_id":"LB2507084","npi_email_temp":"sara.berthelettetremblay@se.com","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38846","email":"leonrosado82@hotmail.com","first_name":"Yinet","last_name":"Guerra","phone":"5196520211","orgname":"Polar Imaging Inc","customer_acct_name":"Polar Imaging Inc","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Yinet Barrios Guerra","language":"English","canceldate":"2024-07-03","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"PRO","do_id":"L25P00807","new_member_date_2":"2013-05-03","cert_status":"WITHDRAWN","phone_2":"5196523734","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"209825","intcode":"0","blocnote":"June 23 2025 spoke to Debbie *( she is the new payroll person) she is o=not interested in any membership\n2026 May 19 call to Polar Imaging, no Yinet at this number","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T10:51:58-04:00","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25P00807","temp_intcode_for_auto_old_int_code":"08","last_act_type":"2025-07-29","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":"2014-01-14","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"leonrosado82@hotmail.com","pcl_completion_date_5":"2018-08-27","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","thewithdrawaldate":"2024-07-03","aitm_status_called":"2026-05-19T10:51:58-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Polar Imaging to speak with Yinet but was informed that no one by that name was available at the number. The call ended politely without further action.","aitm_callsummarytitle":"No contact named Yinet at number","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6167579d9a05b4bf2533ce8dd40","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6167579d9a05b4bf2533ce8dd40","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"39547","email":"edoronina444@gmail.com","first_name":"Elena","last_name":"Doronina","phone":"4168459096","orgname":"Elena Doronina\/SEG Business Services","customer_acct_name":"Elena Doronina\/SEG Business Services","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Elena Doronina, CB, CPB","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"PRO","do_id":"L25P00611","new_member_date_2":"2008-08-18","cert_status":"WITHDRAWN","phone_2":"4168459096","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"133956","blocnote":"June 26 2025 completed\n2026 May 15 call reached voicemail immediately after greeting\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no conversation.\n2026 May 19 call reached voicemail\n2026 May 21 call reached voicemail, no human interaction\n2026 May 21 call reached Elena but she was at work and unable to talk; requested callback at a better time","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:08-04:00","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":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"I was expensive for me","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am not working in payroll anymore ( for personal reasons)","hardtoparticipateevents":"No","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"03","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25P00611","temp_intcode_for_auto_old_int_code":"03","last_infoline_date_type":"2017-11-21","last_act_type":"2026-12-03","pcl_status":"P","pcl_completion_date":"2009-01-06","pf1_status":"P","pf1_completion_date":"2009-04-27","pf2_status":"P","pf2_completion_date":"2009-08-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-07-07","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"edoronina444@gmail.com","pcl_completion_date_5":"2014-01-06","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","thewithdrawaldate":"2024-10-02","aitm_status_called":"2026-05-21T10:07:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Elena regarding her lapsed Professional membership but Elena was at work and unable to talk. She mentioned having answered questions from different callers before and preferred a callback at a better time. The call ended without completing the survey or renewal discussion.","aitm_callsummarytitle":"Contact at work, callback requested","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cf63296e4715ab0bf204a499664","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cf63296e4715ab0bf204a499664","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"39879","email":"yuanqin_45@hotmail.com","first_name":"Yuan-Qin","last_name":"Leong","phone":"6048717000","orgname":"Vancouver Community College","customer_acct_name":"Vancouver Community College","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Yuan-Qin Leong, BSc","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","new_member_date_2":"2021-05-31","cert_status":"WITHDRAWN","phone_2":"6047266346","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"301782","intcode":"21","blocnote":"July 2 2025 vm\r\n24 September 2025 No longer working there","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T18:47:00-04:00","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25P01528","temp_intcode_for_auto_old_int_code":"21","old_int_code":"16","last_act_type":"2023-09-10","pcl_status":"P","pcl_completion_date":"2021-10-10","pf1_status":"P","pf1_completion_date":"2021-12-23","pf2_status":"P","pf2_completion_date":"2022-05-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-05-17","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":"L25P01528","npi_email_temp":"yuanqin_45@hotmail.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"38996","email":"tommy.wlleung@gmail.com","first_name":"Wai","last_name":"Leung","phone":"6046754000","orgname":"Provincial Health Services Authority","customer_acct_name":"Provincial Health Services Authority","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Wai Lok Leung, PCP","language":"English","canceldate":"2025-02-04","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2016-12-06","cert_status":"WITHDRAWN_CPE","phone_2":"7783226868","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"248891","organization_id":"241256","intcode":"99","blocnote":"June 23 2025 vm\r\n24 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T18:15:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2507525","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2507525","old_int_code":"6","last_act_type":"2026-04-05","company_paid_thru":"2027-01-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2017-08-21","pf1_status":"P","pf1_completion_date":"2017-05-21","pf2_status":"P","pf2_completion_date":"2017-08-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-06-28","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"tommy.wlleung@gmail.com","pcl_completion_date_5":"2022-08-21","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37942","email":"kytwayhats@live.ca","first_name":"Stormy","last_name":"Kytwayhat","phone":"3062407606","orgname":"Flying Dust First Nation","customer_acct_name":"Flying Dust First Nation","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Stormy Kytwayhat","language":"English","canceldate":"2024-09-04","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C03956","new_member_date_2":"2023-07-25","phone_2":"3062407606","province":"SK","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327262","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03956","last_act_type":"2023-07-24","pcl_status":"F","pcl_completion_date":"2023-11-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T16:28:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"kytwayhats@live.ca","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"42195","email":"accounting@nvtbookkeeper.ca","first_name":"Nhung","last_name":"Thai","phone":"4034023696","orgname":"Kung Fu Tea Canada Inc.","customer_acct_name":"Kung Fu Tea Canada Inc.","tags":"LER_dummy, npiAlert21","ip4":"10.13.131.74","fields":{"members_type":"CAND","full_name":"Nhung Thai","time_zone":"4","language":"English","individual_id":"306229","phone_2":"4034023696","area_code":"403","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Oct 1 2025 completed \r\nemail updated \r\nand the reason she didnt renew is that she thought that she could ask ChatGBT and get all the answers she needs","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T13:13:00-04:00","regular_email_change_date":"2025-10-01T13:10:38-04:00","placeholder_email_change_date":"2025-10-01T13:10:38-04:00","canceldate":"2024-02-03","new_member_date_2":"2021-12-08","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"LB2504158","temp_intcode_for_auto_old_int_code":"21","province":"AB","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","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","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","old_int_code":"17","last_act_type":"2023-10-15","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C05449","pcl_status":"E","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2504158","npi_email_temp":"accounting@nvtbookkeeper.ca","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"44588","email":"gautam14jyoti@gmail.com","first_name":"Jyoti","last_name":"Gautam","phone":"5485774175","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341106","full_name":"Jyoti Gautam","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-23","paid_thru":"2025-09-30","phone_2":"5485774175","pcl_status":"P","pcl_completion_date":"2025-02-03","trc":"True","wera":"False","province":"ON","last_act_type":"2024-10-12","language":"English","do_id":"L25C8399","lead_status":"Lapsed Member","time_zone":"2","number_of_passed_courses":"1","temp_do_id_for_auto_old_do_id":"L25C8399","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:22:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"gautam14jyoti@gmail.com","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"41948","email":"shawnaleeygraham@gmail.com","first_name":"Shawnalee","last_name":"Graham","phone":"4162700698","orgname":"","customer_acct_name":"","tags":"npiAlert11, WR250716, npiAlert13, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Shawnalee Graham","members_type":"CORP","coidnewmbrdate":"2024-05-03","city_1":"Ajax","province":"AB","phone_2":"6478196860","found":"DO4 Phone","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2027-01-31","individual_id":"316128","cert_status":"ACTIVE","cpa_certification":"PCP","language":"English","pds_august":"1","pds_september":"1","last_act_type":"2025-12-23","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"P","pf1_completion_date":"2023-08-23","pf2_status":"P","pf2_completion_date":"2023-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-05-30","number_of_passed_courses":"4","pds_october":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"L25O02485","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O02485","pds_november":"1","organization_id":"20927","npi_email_temp":"shawnaleeygraham@gmail.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/01\/2027","company_paid_thru":"2027-01-31","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42170","email":"no-email236@ler.com","first_name":"Rebecca","last_name":"Molyneaux","phone":"7054062585","orgname":"Moose Cree Training & Employment Unit","customer_acct_name":"Moose Cree Training & Employment Unit","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Rebecca Molyneaux","time_zone":"2","language":"English","individual_id":"324993","area_code":"705","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-07-03","new_member_date_2":"2023-05-15","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C05441","province":"ON","last_act_type":"2024-04-09","pcl_status":"F","pcl_completion_date":"2023-10-11","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"don't call this number again it is a wrong number ( there is no rebecca there)","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:33:00-05:00","intcode":"21","temp_intcode_for_auto_old_int_code":"21","old_int_code":"16","npi_email_temp":"no-email236@ler.com","pcl_completion_date_5":"2028-10-11","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C05441"}},"seriesid":"163"}
{"contact":{"id":"46055","email":"no-email303@ler.com","first_name":"Payroll","last_name":"Department","phone":"7804679575","orgname":"First Canadian Insurance Corporation","customer_acct_name":"First Canadian Insurance Corporation","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"167626","full_name":"Payroll Department","members_type":"CORP","paid_thru":"2023-07-31","organization_id":"39947","trc":"False","wera":"False","province":"AB","language":"English","corp_cancel_date":"2023-10-03","do_id":"L25O2626","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2626","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email303@ler.com","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","company_paid_thru":"2023-07-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45977","email":"mcupac@jacentralontario.org","first_name":"Mira","last_name":"Cupac","phone":"4163605252","orgname":"JA Central Ontario","customer_acct_name":"JA Central Ontario","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"253820","full_name":"Mira Cupac, CPA,CGA","members_type":"CORP","paid_thru":"2023-05-31","organization_id":"253597","trc":"False","wera":"False","province":"ON","last_act_type":"2020-07-23","language":"English","corp_cancel_date":"2023-08-02","do_id":"L25O3114","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3114","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"mcupac@jacentralontario.org","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","company_paid_thru":"2023-05-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38932","email":"ani.avanesyan1323@gmail.com","first_name":"Ani","last_name":"Avanesyan","phone":"4166066690","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ani Avanesyan","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2023-05-08","phone_2":"4166066690","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324706","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03627","last_act_type":"2023-12-12","pcl_status":"F","pcl_completion_date":"2023-08-17","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T13:43:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"ani.avanesyan1323@gmail.com","pcl_completion_date_5":"2028-08-17","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03627"}},"seriesid":"163"}
{"contact":{"id":"37501","email":"victoria.shin@magna.com","first_name":"Victoria","last_name":"Shin","phone":"4169108282","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Victoria Shin","language":"English","canceldate":"2024-03-02","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2023-01-13","phone_2":"4169108282","province":"ON","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"320562","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C03219","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","blocnote":"LNC \/ 14 November 2025 She won't be in payroll starting next year","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T11:08:00-05:00","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","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":"18 to 30 years","selfpayrollproficiency":"Strong","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03219","npi_email_temp":"victoria.shin@magna.com","pcl_completion_date_5":"2028-04-02","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"40763","email":"jugrajkaur06@gmail.com","first_name":"Jugraj","last_name":"Kaur","phone":"2899527672","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal","ip4":"127.0.0.1","fields":{"individual_id":"297741","full_name":"Jugraj Kaur, PCP","members_type":"PRO","new_member_date_2":"2025-05-16","city_1":"Brampton","province":"ON","language":"English","phone_2":"2899527672","area_code":"289","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","last_engaged_date":"2025-06-25","resources_tools_june":"3","cert_status":"ACTIVE","blocnote":"June 16 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-06-16T10:39:00-04:00","intcode":"32","onesentencenotrenewed":"","source_of_membership":"Recom","job_title":"PayrollAdmin","payroll_experience_in_years":"2-5","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":"","age_range":"31-45","last_login_date":"2025-06-25T07:27:37-04:00","member_june":"3","old_int_code":"2","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02241","lead_status":"Not Relevant","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2505745","temp_intcode_for_auto_old_int_code":"32","cpa_certification":"PCP","last_infoline_date_type":"2026-10-04","last_act_type":"2026-10-04","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2021-03-15","pf1_status":"P","pf1_completion_date":"2021-04-18","pf2_status":"P","pf2_completion_date":"2021-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-05-16","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"jugrajkaur06@gmail.com","pcl_completion_date_5":"2026-03-15","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"40545","email":"sratte@barrick.com","first_name":"Stacey","last_name":"Ratte","phone":"8072381100","orgname":"Williams Operating Corporation","customer_acct_name":"Williams Operating Corporation","tags":"npiAlert13, 260522 Lapsed DEL","ip4":"10.13.143.48","fields":{"individual_id":"314958","full_name":"Stacey Ratte","members_type":"CORP","lead_status":"Lapsed DEL","new_member_date_2":"2023-04-21","coidnewmbrdate":"2020-03-18","city_1":"Manitouwadge","province":"ON","language":"English","time_zone":"2","area_code":"807","phone_2":"8072282760","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"9194.0","canceldate":"2024-06-04","intcode":"99","blocnote":"Nov 10 2025 vm\r\nLNC Dec 15 2025 Willing to renew, sent email for renewal.","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T10:53:00-05:00","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2507303","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25C06284","last_infoline_date_type":"2025-04-25","last_act_type":"2025-04-25","pcl_status":"P","pcl_completion_date":"2023-08-27","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","pf2_completion_date":"2024-05-23","number_of_passed_courses":"4","onesentencenotrenewed":"","company_paid_thru":"2026-10-31","date_of_renewal_identification":"2026-05-26","old_int_code":"24","trc":"True","wera":"True","sendapplicationform":"2025-12-15T10:51:00-05:00","regular_email_change_date":"2025-12-15T10:51:19-05:00","do_id":"LB2507303","npi_email_temp":"sratte@barrick.com","cert_status":"PENDING","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-02-06","pcl_completion_date_5":"2028-08-27","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"43075","email":"dianavilson25@gmail.com","first_name":"Diana","last_name":"Vilson","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"353583","full_name":"Diana Vilson","members_type":"CAND","new_member_date_2":"2025-08-20","city_1":"Ottawa","province":"ON","language":"English","area_code":"306","lead_status":"Renewed Lapsed","phone_2":"3065808465","time_zone":"3","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":"LB2504950","last_act_type":"2026-03-02","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":"2025-12-02","old_do_id":"L25C05869","npi_email_temp":"dianavilson25@gmail.com","pf1_status":"P","pcl_completion_date_5":"2030-12-02","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","pf1_completion_date":"2026-05-27"}},"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, TMAI","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":"06","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.\n2026 May 25 call reached voicemail.\n2026 May 25 call reached voicemail.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:07-04:00","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":"06","last_act_type":"2023-05-04","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","latest_paid_thru":"2022-10-31","thewithdrawaldate":"2023-01-05","aitm_status_called":"2026-05-25T14:27:06-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered by the intended contact and went to voicemail.","aitm_callsummarytitle":"Voicemail reached","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"1","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_51d49207b5768437c09c7baa319","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_51d49207b5768437c09c7baa319","number_of_total_call_attempts":"2"}},"seriesid":"163"}
{"contact":{"id":"40798","email":"jireland@associatedambulance.com","first_name":"Jackie","last_name":"Ireland","phone":"5874161730","orgname":"Associated Ambulance and Services (Whitecourt) Ltd.","customer_acct_name":"Associated Ambulance and Services (Whitecourt) Ltd.","tags":"WR250321, 250425 Renewed Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"coidnewmbrdate":"2025-03-03","city_1":"Lac Ste Anne County","found":"individual id","area_code":"587","intcode":"99","blocnote":"Apr 16 2025 vm may 13 2025 vm\r\nAug 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-11T17:08:00-04:00","pipeline_1_lapsed_members":"","individual_id":"190477","organization_id":"348165","canceldate":"2025-03-07","cert_status":"ACTIVE","pds_july":"4","cpa_certification":"PCP","paid_thru":"2027-02-28","new_member_date_2":"2024-03-08","temp_intcode_for_auto_old_int_code":"99","province":"AB","language":"English","pds_august":"4","phone_2":"7809675852","full_name":"Jackie Ireland, PCP","members_type":"CORP","lead_status":"Not Relevant","pipeline_2_members_only_ast":"","old_int_code":"6","time_zone":"4","pds_september":"4","last_infoline_date_type":"2025-11-28","last_conf_date_type":"2013-06-18","last_act_type":"2026-12-01","company_paid_thru":"2027-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2012-12-18","pf1_status":"P","pf1_completion_date":"2017-01-01","pf2_status":"P","pf2_completion_date":"2018-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-07-15","number_of_passed_courses":"4","pds_october":"4","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"4","temp_do_id_for_auto_old_do_id":"LB2505655","npi_email_temp":"jireland@associatedambulance.com","pcl_completion_date_5":"2017-12-18","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","old_do_id":"LB2505655","do_id":"","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"37850","email":"ashleypacis@outlook.com","first_name":"Ashley","last_name":"Pacis","phone":"","orgname":"","customer_acct_name":"","tags":"250620 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Ashley Natasha Pacis","language":"English","canceldate":"2024-12-04","time_zone":"4","area_code":"403","members_type":"AST","do_id":"L25A01612","new_member_date_2":"2023-09-28","phone_2":"4038050218","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329630","intcode":"05","blocnote":"June 16 2025 Number not in service.\n2026-05-08 Dial no answer, phone: +14038050218\n2026-05-11 Dial no answer, phone: +14038050218\n2026-05-13 Dial no answer, phone: +14038050218\n2026-05-15 Dial no answer, phone: +14038050218","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:45-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"16","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A01612","temp_intcode_for_auto_old_int_code":"05","last_act_type":"2024-11-11","pcl_status":"F","pcl_completion_date":"2024-10-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-11-11","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"ashleypacis@outlook.com","pcl_completion_date_5":"2029-10-16","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:22:47-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_b029932037b1fb72bbbc8376af7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b029932037b1fb72bbbc8376af7"}},"seriesid":"163"}
{"contact":{"id":"46064","email":"betsy.cziria@skillsoft.com","first_name":"Betsy","last_name":"Cziria","phone":"5064571285","orgname":"Skillsoft","customer_acct_name":"Skillsoft","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"138210","full_name":"Betsy Cziria","members_type":"CORP","paid_thru":"2024-04-30","organization_id":"25922","trc":"False","wera":"False","province":"NB","language":"English","corp_cancel_date":"2024-07-03","do_id":"L25O2627","number_of_passed_courses":"0","time_zone":"1","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O2627","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"betsy.cziria@skillsoft.com","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","company_paid_thru":"2024-04-30","blocnote":"May 26 vm","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41978","email":"mariam.mikhail@hec.ca","first_name":"Mariam","last_name":"Mikhail","phone":"5145218372","orgname":"DATA Communications Management Corp.","customer_acct_name":"DATA Communications Management Corp.","tags":"npiAlert13, NPI LN sent to TM, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"330364","full_name":"Mariam Mikhail, PCP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2023-12-13","city_1":"Brossard","province":"QC","language":"English","time_zone":"2","area_code":"514","phone_2":"5147575907","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","intcode":"06","blocnote":"Aug 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T13:36:00-04:00","temp_do_id_for_auto_old_do_id":"LB2506282","temp_intcode_for_auto_old_int_code":"6","paid_thru":"2026-06-30","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2026-04-29","last_infoline_date_type":"2026-04-29","old_do_id":"LB2506282","pcl_status":"P","pcl_completion_date":"2024-04-03","pf1_status":"P","pf1_completion_date":"2024-07-24","pf2_status":"P","pf2_completion_date":"2024-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-02-27","number_of_passed_courses":"4","organization_id":"7103","trc":"True","wera":"False","pcp_we":"APPROVED","company_paid_thru":"2026-06-30","npi_email_temp":"mariam.mikhail@hec.ca","canceldate":"2026-02-03","pcl_completion_date_5":"2029-04-03","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"41263","email":"rkbhawan10@gmail.com","first_name":"Kamlesh","last_name":"Shukla","phone":"2892008826","orgname":"GFL Environmental Inc.","customer_acct_name":"GFL Environmental Inc.","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"251493","full_name":"Kamlesh Shukla, PCP,CPB","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2021-01-25","coidnewmbrdate":"2005-07-11","city_1":"Scarborough","province":"ON","language":"English","time_zone":"2","area_code":"289","phone_2":"6476863373","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 19 2025 vm\r\nRenewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T11:18:00-05:00","temp_do_id_for_auto_old_do_id":"LB2506988","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-09-30","organization_id":"91576","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2021-04-26","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":"2023-06-23","cpa_certification":"CPM","last_act_type":"2026-02-27","company_paid_thru":"2026-06-30","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","old_int_code":"24","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"L25P01923","npi_email_temp":"rkbhawan10@gmail.com","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39850","email":"jay.jsheng@gmail.com","first_name":"Jun","last_name":"Sheng","phone":"6045977931","orgname":"Optima Seniors Management","customer_acct_name":"Optima Seniors Management","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Jun Jie Sheng, PCP","language":"English","canceldate":"2024-12-09","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2021-05-20","cert_status":"ACTIVE","phone_2":"7783163886","province":"BC","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"301285","organization_id":"315693","intcode":"99","blocnote":"June 2 2025 He said he is now a member with his company.","dhmsfin_telemarketing_last_contacted_date":"2025-07-02T17:43:00-04:00","old_int_code":"13","date_of_renewal_identification":"2026-05-28","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2505547","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2022-04-20","last_act_type":"2026-12-01","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2021-09-05","pf1_status":"P","pf1_completion_date":"2021-09-26","pf2_status":"P","pf2_completion_date":"2021-11-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-03-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505547","old_do_id":"L25P01524","npi_email_temp":"jay.jsheng@gmail.com","pcl_completion_date_5":"2026-09-05","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"44562","email":"18101192859@163.com","first_name":"Hui","last_name":"Zhao","phone":"7783200813","orgname":"Sungiven Foods","customer_acct_name":"Sungiven Foods","tags":"251202 New Lapsed, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"306766","full_name":"Hui Zhao, PCP","members_type":"PRO","canceldate":"2025-12-02","new_member_date_2":"2021-11-01","paid_thru":"2025-09-30","phone_2":"7783200813","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2023-02-23","pf1_status":"P","pf1_completion_date":"2022-04-05","pf2_status":"P","pf2_completion_date":"2022-07-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-05-04","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"BC","last_act_type":"2026-02-03","language":"English","do_id":"L25P2726","lead_status":"Lapsed Member","time_zone":"5","number_of_passed_courses":"4","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P2726","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LN \/ 04 December 2025 VM\n2026 May 12 call reached uninitialized voicemail, no contact made\n2026 May 12 call reached uninitialized voicemail service.\n2026 May 14 - Reached uninitialized voicemail service; no human contact.\n2026 May 14 - Call reached voicemail\/forwarding, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail not initialized by customer\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:10-04:00","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"18101192859@163.com","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30","thewithdrawaldate":"2025-12-02","aitm_status_called":"2026-05-21T12:52:03-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered by the 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","session_id":"call_d082967c0741f4e6da165c5ad25","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d082967c0741f4e6da165c5ad25","mini_nps":"3","onesentencenotrenewed":"No response; voicemail reached.","initialvalue":"Other","othermemberbenefit":"Voicemail\/no answer","prootherreasonsnottorenew":"Voicemail reached; no reason provided","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"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","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","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":"2026-04-23","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","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","latest_paid_thru":"2026-11-30","corp_cancel_date":"2026-02-03"}},"seriesid":"163"}
{"contact":{"id":"39844","email":"ruqqiasaquib@gmail.com","first_name":"Ruqqia","last_name":"Saquib","phone":"4165566353","orgname":"Lush Handmade Cosmetics","customer_acct_name":"Lush Handmade Cosmetics","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Ruqqia Saquib, PCP","language":"English","canceldate":"2024-04-16","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2021-05-17","cert_status":"ACTIVE","phone_2":"4165566353","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","onesentencenotrenewed":" ","individual_id":"301202","organization_id":"140690","blocnote":"July 2 2025 vm\r\nSept 10 2025 She said she became a member of Corporate membership with Lush","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T15:47:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","old_int_code":"13","temp_do_id_for_auto_old_do_id":"L25P02937","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25O04807","last_act_type":"2026-04-05","company_paid_thru":"2026-12-31","date_of_renewal_identification":"2026-05-28","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","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","do_id":"L25P02937","npi_email_temp":"ruqqiasaquib@gmail.com","ln_entered_date":"2026-02-02","pcl_completion_date_5":"2026-09-05","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40777","email":"jlabine@simplico.ca","first_name":"Julie","last_name":"Labine","phone":"4507598559","orgname":"Simplico Inc.","customer_acct_name":"Simplico Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"324102","full_name":"Julie Labine","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O00936","coidnewmbrdate":"2023-04-21","city_1":"Joliette","province":"QC","language":"French","time_zone":"2","area_code":"450","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00936","organization_id":"324101","number_of_passed_courses":"0","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T13:36:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"jlabine@simplico.ca","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-05-21","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39945","email":"tqmai95@gmail.com","first_name":"Quynh","last_name":"Trinh","phone":"6047326124","orgname":"Lululemon Athletica","customer_acct_name":"Lululemon Athletica","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Quynh Mai Trinh, PCP","language":"English","canceldate":"2024-01-04","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2022-01-24","cert_status":"ACTIVE","phone_2":"2368823747","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"303315","organization_id":"85283","intcode":"99","blocnote":"July 3 2025 vm\r\n24 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T18:56:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2507533","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2507533","old_int_code":"6","last_act_type":"2026-12-01","company_paid_thru":"2026-12-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"P","pf1_completion_date":"2022-10-30","pf2_status":"P","pf2_completion_date":"2023-01-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-05-18","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"tqmai95@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44573","email":"ccorina10@yahoo.com","first_name":"Corina","last_name":"Iacob","phone":"8195680033","orgname":"Office d'Habitation de l'Outaouais","customer_acct_name":"Office d'Habitation de l'Outaouais","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"307052","full_name":"Corina Iacob","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-09","paid_thru":"2025-09-30","phone_2":"6136004557","pcl_status":"F","pcl_completion_date":"2024-12-18","trc":"False","wera":"False","province":"QC","last_act_type":"2024-09-10","language":"French","extension_phone_1":"561","do_id":"L25C8385","lead_status":"Lapsed Member","time_zone":"2","number_of_passed_courses":"0","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C8385","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"ccorina10@yahoo.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"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","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","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"42222","email":"sonia.brabant@hotmail.com","first_name":"Sonia","last_name":"Brabant","phone":"4505661500","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert21, npiAlert24","ip4":"10.13.134.201","fields":{"members_type":"AST","full_name":"Sonia Brabant","time_zone":"2","do_id":"L25A01903","language":"French","individual_id":"281115","phone_2":"4505661500","area_code":"450","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-11-02","new_member_date_2":"2019-09-26","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A01903","province":"QC","pds_august":"1","last_act_type":"2023-08-05","placeholder_email_change_date":"2025-10-09T11:27:27-04:00","regular_email_change_date":"2025-10-09T11:27:27-04:00","blocnote":"er. 8 oct 2025 bv\r\ncompleter 9 oct 2025\n2026 May 08 call attempted but user responses were inaudible, no clear communication established.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:57-04:00","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":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Prefers not to say","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_intcode_for_auto_old_int_code":"15","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"sonia.brabant@hotmail.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:57-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent repeatedly attempted to confirm if they were speaking with Sonia, but the user's responses were inaudible throughout the call. The call ended without any clear communication or completion of the intended conversation.","aitm_callsummarytitle":"Unsuccessful call due to inaudible user responses","notrenewedwanttorenew":"No","onesentencenotrenewed":"No clear communication or renewal intent expressed due to inaudible responses.","initialvalue":"Other","othermemberbenefit":"No clear reason provided due to inaudible responses.","old_int_code":"17","astotherreasonsnottorenew":"No clear reason provided due to inaudible responses.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ae68746632bb1760bd710bd929c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ae68746632bb1760bd710bd929c","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37880","email":"limnazgul@gmail.com","first_name":"Nazgul","last_name":"Lim","phone":"4388760931","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Nazgul Lim","language":"French","canceldate":"2024-03-02","time_zone":"2","area_code":"438","members_type":"CAND","new_member_date_2":"2023-02-01","phone_2":"4388760931","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"321255","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C03267","last_act_type":"2025-03-25","pcl_status":"P","pcl_completion_date":"2023-04-23","number_of_passed_courses":"1","intcode":"21","blocnote":"tlnc  6 nov 2025 bv\r\n18 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T11:34:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"limnazgul@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03267","pcl_completion_date_5":"2028-04-23","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"42169","email":"no-email101@ler.com","first_name":"Patricia","last_name":"Velocci","phone":"4162597580","orgname":"","customer_acct_name":"","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Patricia Velocci","time_zone":"2","do_id":"L25O01159","language":"English","individual_id":"47303","phone_2":"9053099385","area_code":"416","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","temp_do_id_for_auto_old_do_id":"L25O01159","province":"ON","pds_august":"3","last_act_type":"2025-09-07","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"no-email101@ler.com"}},"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":"260522 Lapsed DEL","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":"LB2505464","old_int_code":"6","pds_september":"3","last_infoline_date_type":"2023-03-23","last_act_type":"2026-12-01","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","npi_email_temp":"innanosov@yahoo.com","pcl_completion_date_5":"2021-12-18","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42087","email":"no-email192@ler.com","first_name":"Taline","last_name":"Bedakelian","phone":"7788880904","orgname":"Angel Accounting & Advisory","customer_acct_name":"Angel Accounting & Advisory","tags":"LER_dummy, NPI LN sent to TM, TMAI","ip4":"10.13.144.137","fields":{"members_type":"AST","time_zone":"5","do_id":"L25A01879","language":"English","individual_id":"320970","area_code":"778","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"06","blocnote":"Aug 26 2025vm\n2026 May 08 reached voicemail of Angel Chen\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 voicemail reached, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 reached voicemail of Angel Chan\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:45-04:00","placeholder_email_change_date":"2025-08-26T12:51:27-04:00","regular_email_change_date":"2025-08-26T12:51:27-04:00","canceldate":"2024-08-02","new_member_date_2":"2023-06-07","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01879","temp_intcode_for_auto_old_int_code":"6","province":"BC","phone_2":"7787988080","last_infoline_date_type":"2024-10-04","last_act_type":"2024-10-04","full_name":"Taline Bedakelian","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email192@ler.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:32-04:00","number_of_call_attempts":"8","number_of_total_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","session_id":"call_68d394435a9381861e09cc5d5d9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_68d394435a9381861e09cc5d5d9","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"39887","email":"mariemmoffatt@gmail.com","first_name":"Jeanne-Marie","last_name":"Moffatt","phone":"5197412200","orgname":"City of Kitchener","customer_acct_name":"City of Kitchener","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jeanne-Marie Moffatt, CIM","language":"English","canceldate":"2024-09-04","cpa_certification":"CPM","extension_phone_1":"7354","time_zone":"2","area_code":"519","members_type":"PRO","do_id":"L25P00434","new_member_date_2":"2015-06-24","pds_april":"8","cert_status":"WITHDRAWN","phone_2":"5195022218","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"44477","intcode":"06","blocnote":"July 2 2025 vm\r\nLN \/ 06 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T11:19:00-04:00","pds_july":"8","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25P00434","temp_intcode_for_auto_old_int_code":"6","pds_august":"8","pds_september":"8","last_infoline_date_type":"2018-04-24","last_act_type":"2024-03-12","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"mariemmoffatt@gmail.com","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"46098","email":"desnyder@sympatico.ca","first_name":"Esther","last_name":"Snyder","phone":"5197725207","orgname":"Kindred Credit Union","customer_acct_name":"Kindred Credit Union","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"71194","full_name":"Esther Snyder","members_type":"CORP","paid_thru":"2024-11-30","phone_2":"5196962385","organization_id":"71193","cert_status":"WITHDRAWN","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2006-06-22","trc":"False","wera":"False","cpa_certification":"CPM","province":"ON","last_act_type":"2025-02-28","language":"English","last_infoline_date_type":"2020-03-30","last_conf_date_type":"2013-06-18","corp_cancel_date":"2024-02-03","do_id":"L25O4436","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4436","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"desnyder@sympatico.ca","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","company_paid_thru":"2023-11-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38894","email":"chiocojonalyn@gmail.com","first_name":"Jonalyn","last_name":"Chioco","phone":"8255614473","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jonalyn Chioco","language":"English","canceldate":"2024-12-04","time_zone":"4","area_code":"825","members_type":"CAND","do_id":"L25C04331","new_member_date_2":"2023-10-10","phone_2":"8255614473","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330218","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04331","last_act_type":"2023-08-10","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":"06","blocnote":"NOv 7 2025 vm\r\nLNC Dec 15 2025vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T11:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"chiocojonalyn@gmail.com","pcl_completion_date_5":"2029-04-23","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"40766","email":"nramatoolall@gmail.com","first_name":"Naushine","last_name":"Ramatoolall","phone":"4384537235","orgname":"","customer_acct_name":"","tags":"npiPartnerAccount, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"215843","full_name":"Naushine Ramatoolall","members_type":"AST","do_id":"PART0004","lead_status":"Partner","new_member_date_2":"2025-05-09","city_1":"Vaudreuil-Dorion","province":"QC","language":"English","phone_2":"4389290786","area_code":"438","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","pds_may":"3","blocnote":"June 18 2025 completed \r\nNote she want to know if the mentorship program is free or if there are any additional fees for that","intcode":"31","sendaprilemail":"Yes","sendjuneemail":"2025-06-18T10:24:00-04:00","sendmayemail":"2025-06-18T10:24:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","dhmsfin_telemarketing_last_contacted_date":"2025-06-18T10:27:00-04:00","age_range":"31-45","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","othermemberbenefit":"","pds_july":"3","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","pds_august":"3","temp_do_id_for_auto_old_do_id":"PART0004","temp_intcode_for_auto_old_int_code":"31","pds_september":"3","last_infoline_date_type":"2025-08-19","last_act_type":"2026-08-05","pcl_status":"P","pcl_completion_date":"2026-05-06","number_of_passed_courses":"1","pds_october":"3","trc":"True","wera":"False","pds_november":"3","npi_email_temp":"nramatoolall@gmail.com","old_do_id":"AST1981","pcl_completion_date_5":"2031-05-06","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"37411","email":"teresalam2@gmail.com","first_name":"Pui","last_name":"Lam","phone":"4167773772","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Pui Sze Lam, CPA","language":"English","canceldate":"2024-03-02","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2023-01-06","phone_2":"4168733587","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"320227","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C03207","last_act_type":"2024-11-19","pcl_status":"P","pcl_completion_date":"2023-04-30","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 14 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T10:59:00-05:00","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":"L25C03207","npi_email_temp":"teresalam2@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"46092","email":"m.bolduc@cldal.com","first_name":"Marilyne","last_name":"Bolduc","phone":"8196231540","orgname":"CLD de la MRC D'Antoine-Labelle","customer_acct_name":"CLD de la MRC D'Antoine-Labelle","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"314890","full_name":"Marilyne Bolduc","members_type":"CORP","paid_thru":"2025-08-31","organization_id":"135800","trc":"False","wera":"False","province":"QC","last_act_type":"2025-12-02","language":"French","last_infoline_date_type":"2025-12-02","corp_cancel_date":"2025-11-04","extension_phone_1":"410","do_id":"L25O3636","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3636","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"m.bolduc@cldal.com","formatted_paid_thru":"31\/08\/2025","company_paid_thru":"2025-08-31","latest_paid_thru":"2025-08-31","ln_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41862","email":"carina.yiyuan@gmail.com","first_name":"Yi","last_name":"Yuan","phone":"6042197520","orgname":"Bird Construction","customer_acct_name":"Bird Construction","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"312531","full_name":"Yi Yuan","lead_status":"Lapsed Member","do_id":"L25P02014","members_type":"PRO","new_member_date_2":"2022-05-02","city_1":"Richmond","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"7788814726","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\n2026 May 12 call reached voicemail, no contact made\n2026 May 12 call reached uninitialized voicemail service\n2026 May 14 - reached voicemail; no human spoke\n2026 May 14 - Contact asked to send email and scheduled callback for 6 PM today. NPI# not provided.\n2026 May 14 - Reached voicemail, no message left\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached uninitialized voicemail service, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:08-04:00","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25P02014","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"P","pf1_completion_date":"2022-09-25","pf2_status":"P","pf2_completion_date":"2022-12-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-04-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"carina.yiyuan@gmail.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","thewithdrawaldate":"2025-07-04","aitm_status_called":"2026-05-21T12:47:02-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was made to Yi but was forwarded to 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","session_id":"call_b50e724c1bbd3f4bb831d605dd8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b50e724c1bbd3f4bb831d605dd8","npi_call_back_date_and_time":"2026-05-14T18:00:00-04:00","npi_call_back_time_hour":"18","npi_call_back_time_minute":"00","thewithdrawaldate_3_years":"2028-07-04","old_int_code":"10","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail.","initialvalue":"Other","othermemberbenefit":"Voicemail reached; none provided","prootherreasonsnottorenew":"Voicemail reached; no reason provided","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"39559","email":"may.razvi@gmail.com","first_name":"Mariam","last_name":"Razvi","phone":"5197485220","orgname":"The Conestoga College Institute of \rTechnology and Advanced Learning","customer_acct_name":"The Conestoga College Institute of \rTechnology and Advanced Learning","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Mariam Razvi, PCP","language":"English","canceldate":"2024-03-01","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"CORP","new_member_date_2":"2021-06-30","cert_status":"ACTIVE","phone_2":"6472410343","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"256003","organization_id":"97594","intcode":"99","blocnote":"June 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-26T10:20:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2506347","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506347","old_int_code":"6","last_infoline_date_type":"2026-04-22","last_act_type":"2026-04-22","company_paid_thru":"2027-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-06-03","pf1_status":"P","pf1_completion_date":"2018-10-28","pf2_status":"P","pf2_completion_date":"2019-02-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-10-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"may.razvi@gmail.com","pcl_completion_date_5":"2023-06-03","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37360","email":"lilmisskimberleysimpson@gmail.com","first_name":"Kimberley","last_name":"Simpson","phone":"5197667893","orgname":"CTA Canadian Career College","customer_acct_name":"CTA Canadian Career College","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Kimberley Simpson","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"519","members_type":"CAND","new_member_date_2":"2023-05-17","phone_2":"5197667893","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"320169","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03201","last_act_type":"2024-11-19","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"F","pf1_completion_date":"2024-06-20","pf2_status":"P","pf2_completion_date":"2023-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-09-28","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Nov 5 2025 She is no longer in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T10:49:00-05:00","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":"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","old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"lilmisskimberleysimpson@gmail.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","old_do_id":"L25C03201"}},"seriesid":"163"}
{"contact":{"id":"42054","email":"spark200@myseneca.ca","first_name":"Seokyoung","last_name":"Park","phone":"6478868752","orgname":"","customer_acct_name":"","tags":"","ip4":"10.13.135.13","fields":{"members_type":"CAND","full_name":"Seokyoung Park","time_zone":"2","language":"English","individual_id":"316806","phone_2":"6478868752","zerobounce_reason":"(zerobounce invalid)","area_code":"647","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2023-08-31","sendapplicationform":"2025-08-27T13:19:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-17T11:06:00-04:00","intcode":"21","blocnote":"Oct 17 2025 refuse to provide email or answer quesiotns saying it was a very long time that she took the courses with CPA","pipeline_2_members_only_ast":"","canceldate":"2023-11-02","new_member_date_2":"2022-09-19","temp_do_id_for_auto_old_do_id":"LB2507297","temp_intcode_for_auto_old_int_code":"21","province":"ON","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"6","date_of_renewal_identification":"","old_do_id":"L25C05559","last_act_type":"2025-02-20","pcl_status":"F","pcl_completion_date":"2022-12-25","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507297","npi_email_temp":"spark200@myseneca.ca","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
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{"contact":{"id":"40790","email":"hillaryk.smith@gmail.com","first_name":"Hillary","last_name":"Smith","phone":"2505586083","orgname":"SilverStar Mountain Resort","customer_acct_name":"SilverStar Mountain Resort","tags":"250616 phone cannot be recovered, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"350385","full_name":"Hillary Smith","members_type":"CAND","lead_status":"Member","new_member_date_2":"2025-05-26","city_1":"Vernon","province":"BC","language":"English","time_zone":"5","area_code":"250","phone_2":"2505037050","pipeline_2_members_only_ast":"AST to CAND","pipeline_1_lapsed_members":"","blocnote":"june 12 2025 wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-06-12T17:00:00-04:00","intcode":"16","notrenewedother":"Phone cannot be recovered","old_int_code":"8","paid_thru":"2027-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1990","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2026-04-30","last_engaged_date":"2025-10-02","telemarketing_call_date":"2025-06-12","pcl_status":"F","number_of_passed_courses":"0","pcl_completion_date":"2025-11-01","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:51-05:00","npi_email_temp":"hillaryk.smith@gmail.com","onesentencenotrenewed":"AST->CAND","pcl_completion_date_5":"2030-11-01","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
{"contact":{"id":"46141","email":"no-email482@ler.com","first_name":"Payroll","last_name":"Department","phone":"5144572555","orgname":"Jam Industries Ltd.","customer_acct_name":"Jam Industries Ltd.","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"314795","full_name":"Payroll Department","members_type":"CORP","paid_thru":"2023-05-31","organization_id":"155527","trc":"False","wera":"False","province":"QC","language":"English","corp_cancel_date":"2023-08-02","do_id":"L25O3642","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3642","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email482@ler.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","company_paid_thru":"2023-05-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41231","email":"raman290jeet@gmail.com","first_name":"Ramanjeet","last_name":"Ramanjeet","phone":"7807330652","orgname":"Go Auto Corp.","customer_acct_name":"Go Auto Corp.","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"331435","full_name":"Ramanjeet Ramanjeet, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2023-11-10","coidnewmbrdate":"2011-08-25","city_1":"Edmonton","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"5879379780","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T15:42:00-05:00","temp_do_id_for_auto_old_do_id":"LB2506894","temp_intcode_for_auto_old_int_code":"99","canceldate":"2025-10-24","paid_thru":"2026-07-31","cert_status":"ACTIVE","organization_id":"188856","cpa_certification":"PCP","last_act_type":"2025-10-24","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2026-05-28","pcl_status":"P","pcl_completion_date":"2024-02-05","pf1_status":"P","pf1_completion_date":"2024-04-23","pf2_status":"P","pf2_completion_date":"2024-10-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-11-26","number_of_passed_courses":"4","old_int_code":"06","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506894","old_do_id":"L25P01907","npi_email_temp":"raman290jeet@gmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"46022","email":"lilly@tenth.ca","first_name":"Lilly","last_name":"Nguyen","phone":"6048762181","orgname":"Tenth Avenue Alliance Church","customer_acct_name":"Tenth Avenue Alliance Church","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"267974","full_name":"Lilly Nguyen","members_type":"CORP","paid_thru":"2024-09-30","organization_id":"237396","trc":"False","wera":"False","province":"BC","last_act_type":"2024-11-28","language":"English","last_infoline_date_type":"2022-04-02","corp_cancel_date":"2024-12-04","extension_phone_1":"113","do_id":"L25O3119","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3119","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"lilly@tenth.ca","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","company_paid_thru":"2024-09-30","blocnote":"May 27 vm","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38978","email":"joel.leonard@ig.ca","first_name":"Kevin","last_name":"Leonard","phone":"5194027796","orgname":"IG Wealth Management","customer_acct_name":"IG Wealth Management","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Kevin Leonard, CHRL, RRC","language":"English","canceldate":"2025-01-07","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"PRO","do_id":"L25P01072","new_member_date_2":"2016-11-23","cert_status":"WITHDRAWN","phone_2":"5194027796","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"248676","intcode":"06","blocnote":"June 23 2025 vm\r\nSept 8 2025 vm\n2026 May 15 call reached voicemail of Joel Leonard\n2026 May 15 call reached voicemail of Joel Leonard\n2026 May 19 call reached voicemail of Joel Leonard\n2026 May 19 call reached voicemail - no contact with Kevin\n2026 May 21 reached voicemail of Joel Leonard\n2026 May 21 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25P01072","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2020-04-24","last_act_type":"2025-07-04","pcl_status":"P","pcl_completion_date":"2017-04-02","pf1_status":"P","pf1_completion_date":"2017-07-23","pf2_status":"P","pf2_completion_date":"2018-04-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-01-29","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"joel.leonard@ig.ca","pcl_completion_date_5":"2022-04-02","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","thewithdrawaldate":"2025-01-07","aitm_status_called":"2026-05-21T09:57:08-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was an outbound attempt to reach Kevin but went to a personal confidential voicemail after a brief greeting.","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","session_id":"call_407bdb415141ead3375532880c3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_407bdb415141ead3375532880c3","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"40827","email":"karine.grondin@clubdejeuner.org","first_name":"Karine","last_name":"Grondin","phone":"8884421217","orgname":"Club des Petits D\u00e9jeuners","customer_acct_name":"Club des Petits D\u00e9jeuners","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"323615","full_name":"Karine Grondin","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O00968","organization_id":"323616","coidnewmbrdate":"2023-04-10","city_1":"Boucherville","province":"QC","language":"English","area_code":"888","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T17:21:00-05:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00968","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-05-28","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LN \/ 04 December 2025 VM","npi_email_temp":"karine.grondin@clubdejeuner.org","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39055","email":"pierremarcrpare@hotmail.com","first_name":"Pierre","last_name":"Pare","phone":"8193635121","orgname":"Logistec Corp.","customer_acct_name":"Logistec Corp.","tags":"NPI LN sent to TM, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Pierre Marc Rodrigues Pare, PPQ","language":"French","canceldate":"2023-03-02","cpa_certification":"SCPQ","time_zone":"2","area_code":"819","members_type":"CORP","do_id":"","new_member_date_2":"2019-01-26","cert_status":"ACTIVE","phone_2":"5144024751","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"249375","intcode":"16","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T11:50:00-04:00","temp_do_id_for_auto_old_do_id":"L25P01080","old_int_code":"08","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2024-02-29","last_act_type":"2026-12-01","organization_id":"42876","company_paid_thru":"2026-09-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-08-07","number_of_passed_courses":"1","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"pierremarcrpare@hotmail.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","corp_cancel_date":"2014-02-05","date_of_renewal_identification":"","old_do_id":"L25P01080","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44533","email":"fllmrtn@telus.net","first_name":"Teresa","last_name":"Fuller","phone":"7804572785","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"267270","full_name":"Teresa Fuller, PCP","members_type":"PRO","canceldate":"2025-12-02","new_member_date_2":"2018-09-27","paid_thru":"2025-09-30","phone_2":"7804572785","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2021-08-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-06-15","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"AB","last_act_type":"2026-03-30","language":"English","last_infoline_date_type":"2023-03-23","last_conf_date_type":"2022-06-08","do_id":"L25P2716","lead_status":"Lapsed Member","time_zone":"4","number_of_passed_courses":"4","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P2716","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","blocnote":"LN \/ 04 December 2025 Wrong number\n2026 May 14 - reached gatekeeper IVR, pressed 3, contact answered 'Hello' and agent asked if speaking with Teresa; call disconnected.","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T11:49:21-04:00","temp_intcode_for_auto_old_int_code":"15","old_int_code":"16","npi_email_temp":"fllmrtn@telus.net","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30","thewithdrawaldate":"2025-12-02","aitm_status_called":"2026-05-14T11:49:21-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent reached a gatekeeper IVR; contact answered and confirmed presence but conversation did not progress further before call ended.","aitm_callsummarytitle":"Reached gatekeeper \u2014 short call","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No renewal discussion occurred.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"No reason provided - call ended before discussion.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e09d93d789213b0966be9d256ee","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e09d93d789213b0966be9d256ee","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"40641","email":"leunkeustephane@yahoo.fr","first_name":"Stephane","last_name":"Noundou","phone":"9057281421","orgname":"Les Lucioles Inc.","customer_acct_name":"Les Lucioles Inc.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"319583","full_name":"Stephane Leunkeu Noundou","members_type":"PRO","do_id":"L25P01650","lead_status":"Lapsed Member","new_member_date_2":"2024-03-08","city_1":"Oshawa","province":"ON","language":"English","time_zone":"2","area_code":"905","phone_2":"6476257970","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-05-02","intcode":"14","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T10:51:59-04:00","cpa_certification":"PCP","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25P01650","temp_intcode_for_auto_old_int_code":"14","last_act_type":"2025-07-31","pcl_status":"P","pcl_completion_date":"2023-02-06","pf1_status":"P","pf1_completion_date":"2023-02-23","pf2_status":"P","pf2_completion_date":"2023-03-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-12-15","number_of_passed_courses":"4","old_int_code":"06","blocnote":"Travail de la maison, mauvais num\u00e9ro\n2026 May 19 call reached voicemail\n2026 May 19 contact declined to renew membership at this time, no specific reason given.","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"leunkeustephane@yahoo.fr","pcl_completion_date_5":"2028-02-06","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","thewithdrawaldate":"2025-05-02","aitm_status_called":"2026-05-19T11:07:03-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent confirmed the contact's identity and conducted a brief survey regarding their lapsed NPI membership. The contact expressed satisfaction with the membership but declined to renew at this time, citing no specific reason and an intention to renew when ready. The call concluded politely with no renewal commitment.","aitm_callsummarytitle":"Contact Declines Immediate Renewal, No Specific Reason","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_dea8135679bef19335a15d050b9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_dea8135679bef19335a15d050b9","mini_nps":"5","onesentencenotrenewed":"No specific reason; will renew when the time is right.","initialvalue":"Career","age_range":"31-45","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37386","email":"cfournier@goodfellowinc.com","first_name":"Catherine","last_name":"Fournier","phone":"4506356511","orgname":"Goodfellow Inc.","customer_acct_name":"Goodfellow Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Catherine Fournier","language":"English","canceldate":"2023-05-02","time_zone":"2","area_code":"450","members_type":"CAND","do_id":"L25C02154","new_member_date_2":"2022-03-04","phone_2":"5147714858","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"310647","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02154","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-03","pcl_status":"F","pcl_completion_date":"2022-07-17","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cfournier@goodfellowinc.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
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{"contact":{"id":"41913","email":"ximena.pagiamtzis@cdicollege.ca","first_name":"Ximena","last_name":"Pagiamtzis","phone":"4166459408","orgname":"CDI College North York Campus","customer_acct_name":"CDI College North York Campus","tags":"WR250716, npiAlert13, npiAlert14, NPI LN sent to TM, WR251001, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Ximena Pagiamtzis","members_type":"CORP","coidnewmbrdate":"2013-07-12","city_1":"North York","province":"ON","found":"DO4 Email","lead_status":"Not Relevant","date_of_renewal_identification":"","pipeline_1_lapsed_members":"","paid_thru":"2026-06-30","individual_id":"352468","organization_id":"216900","language":"English","extension_phone_1":"2022","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O01403","time_zone":"2","company_paid_thru":"2026-06-30","number_of_passed_courses":"0","intcode":"06","blocnote":"LN Nov 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T10:26:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"ximena.pagiamtzis@cdicollege.ca","formatted_paid_thru":"30\/06\/2026","old_do_id":"L25O01403","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42176","email":"no-email256@ler.com","first_name":"Karentest","last_name":"Jan22c","phone":"2221111234","orgname":"TestKaren 0710a","customer_acct_name":"TestKaren 0710a","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Karentest Jan22c","do_id":"L25C05444","language":"English","individual_id":"333581","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2025-01-07","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C05444","province":"AB","organization_id":"290324","last_act_type":"2024-07-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email256@ler.com","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"39427","email":"bettywhchan@gmail.com","first_name":"Betty","last_name":"Chan","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Betty Chan","language":"English","canceldate":"2024-04-02","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P01238","new_member_date_2":"2021-01-25","cert_status":"WITHDRAWN","phone_2":"6048336381","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"268442","intcode":"06","blocnote":"June 25 2025 vm\n2026 May 12 - reached voicemail, no message left\n2026 May 14 - Reached voicemail; no message left\n2026 May 19 reached voicemail, no contact made\n2026 May 21 call reached voicemail.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:09-04:00","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25P01238","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2021-04-10","last_act_type":"2024-01-07","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2021-09-26","pf2_status":"P","pf2_completion_date":"2021-11-28","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":"bettywhchan@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-21T13:47:07-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact not reached","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9f061401d9a3396984ba708c70f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9f061401d9a3396984ba708c70f","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"42235","email":"no-email138@ler.com","first_name":"Christiana","last_name":"Young","phone":"6044121927","orgname":"","customer_acct_name":"","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Christiana Young","time_zone":"5","do_id":"L25O01195","language":"English","individual_id":"193004","area_code":"604","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2025-08-31","temp_do_id_for_auto_old_do_id":"L25O01195","last_act_type":"2025-02-07","pcl_status":"P","pcl_completion_date":"2012-04-18","pf1_status":"P","pf1_completion_date":"2012-11-19","number_of_passed_courses":"2","trc":"False","wera":"False","npi_email_temp":"no-email138@ler.com","pcl_completion_date_5":"2017-04-18","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"37409","email":"jemmett@hotmail.ca","first_name":"Jacqueline","last_name":"Evans","phone":"7802639502","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Jacqueline Evans","language":"English","canceldate":"2023-12-02","time_zone":"4","area_code":"780","members_type":"AST","do_id":"L25A01573","new_member_date_2":"2022-10-14","phone_2":"7802639502","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"317515","intcode":"06","blocnote":"June 13 2025 Survey completed She is no longer in payroll.She is a paramedic now.\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 voicemail reached, no human answer\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call ended after initial greeting and identity confirmation attempt.\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction\n2026 May 19 call reached voicemail, no human interaction\n2026 May 19 call reached voicemail, no human interaction\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T17:12:01-04:00","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":"I was in a job that requested that I take courses to learn more about payroll.","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":"Preferred not to say","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A01573","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2022-07-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jemmett@hotmail.ca","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-21T17:27:05-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"12","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","aitm_callsummarytitle":"Voicemail reached, no human answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"03","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1864cc774c855a6e97fae144e45","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1864cc774c855a6e97fae144e45","onesentencenotrenewed":"No renewal intent expressed during the call.","initialvalue":"Other","astotherreasonsnottorenew":"No conversation to determine reason.","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"39466","email":"mirnal1887@gmail.com","first_name":"Mirnal","last_name":"Larecha","phone":"4376600709","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Mirnal Larecha","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C04404","new_member_date_2":"2023-11-28","phone_2":"4376600709","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330939","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C04404","last_act_type":"2023-12-19","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LNC \/ 02 December 2025 Won't renew - not in Canada","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T13:11:00-05:00","intcode":"11","temp_intcode_for_auto_old_int_code":"11","npi_email_temp":"mirnal1887@gmail.com","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"38911","email":"ethaneco_09@yahoo.com","first_name":"Maricon","last_name":"Armedilla-Eco","phone":"7805661150","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Maricon Armedilla-Eco","language":"English","canceldate":"2024-08-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C03824","new_member_date_2":"2023-06-19","phone_2":"7805661150","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326253","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03824","last_act_type":"2023-06-17","pcl_status":"P","pcl_completion_date":"2023-09-28","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"F","pf2_completion_date":"2024-04-27","number_of_passed_courses":"2","intcode":"06","blocnote":"NOv 7 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T11:26:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"ethaneco_09@yahoo.com","pcl_completion_date_5":"2028-09-28","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"42005","email":"no-email104@ler.com","first_name":"Marjorie","last_name":"Last","phone":"9054774006","orgname":"Sienna Senior Living","customer_acct_name":"Sienna Senior Living","tags":"LER_dummy, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","time_zone":"2","do_id":"L25A01838","language":"English","individual_id":"32293","area_code":"905","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2022-05-03","new_member_date_2":"2017-03-20","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A01838","cert_status":"WITHDRAWN_CPE","province":"ON","cpa_certification":"PCP","pds_august":"24","phone_2":"2895970977","last_infoline_date_type":"2020-08-10","last_act_type":"2025-04-24","full_name":"Marjorie Last","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-09-26","number_of_passed_courses":"1","trc":"False","wera":"False","pds_november":"24","npi_email_temp":"no-email104@ler.com","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-25T11:25:42-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:25:42-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"12","npi_transcriptsummary":"The call reached an automated phone system for Sienna Senior Living, where the agent attempted to navigate the directory by pressing digits and instructing to enter the first name 'Marjorie'. However, the call was disconnected before reaching a human or completing any membership-related discussion.","aitm_callsummarytitle":"Disconnected at Automated System","blocnote":"2026 May 08 call reached automated system, no human contact found, call ended without renewal discussion\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached automated system, no human contact\n2026 May 11 call reached voicemail, no conversation\n2026 May 13 contact not found in directory after multiple attempts, call ended without reaching human\n2026 May 15 call reached payroll voicemail, agent left message and ended call\n2026 May 15 call reached uninitialized voicemail, no contact made\n2026 May 19 call reached voicemail, message left, agent will call back later\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached automated directory, no human contact found, call ended after max duration\n2026 May 25 call reached automated system, no human contact","notrenewedwanttorenew":"No","intcode":"03","npi_voicemaildetection":"No","ivrdetector":"Yes","temp_intcode_for_auto_old_int_code":"03","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0df8c3b6ef66c87d8d91537051e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0df8c3b6ef66c87d8d91537051e","number_of_calls_reached":"4","old_int_code":"06","onesentencenotrenewed":"Contact chose not to continue the call and will try to call back another time."}},"seriesid":"163"}
{"contact":{"id":"37326","email":"oneil_palmer90@yahoo.com","first_name":"Oneil","last_name":"Palmer","phone":"9054590709","orgname":"Minus Forty QBD Corp.","customer_acct_name":"Minus Forty QBD Corp.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Oneil Palmer","language":"English","canceldate":"2023-07-11","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C02384","new_member_date_2":"2022-05-06","phone_2":"6477797737","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"312743","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02384","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-05","pcl_status":"F","pcl_completion_date":"2022-09-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"oneil_palmer90@yahoo.com","pcl_completion_date_5":"2027-09-18","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"37353","email":"brooke-moore94@hotmail.com","first_name":"Brooke","last_name":"Moore","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Brooke Moore","language":"English","canceldate":"2023-02-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C01385","new_member_date_2":"2020-12-15","phone_2":"7783782634","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"295891","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01385","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-11-26","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"P","pf1_completion_date":"2021-05-30","pf2_status":"P","pf2_completion_date":"2021-11-29","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"brooke-moore94@hotmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"44622","email":"lsnow@waypointcentre.ca","first_name":"Laura-Lee","last_name":"Snow","phone":"7055493181","orgname":"Waypoint Centre for Mental Health Care","customer_acct_name":"Waypoint Centre for Mental Health Care","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"343839","full_name":"Laura-Lee Snow","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-28","paid_thru":"2025-09-30","phone_2":"7059370082","pcl_status":"P","pcl_completion_date":"2025-02-03","trc":"True","wera":"False","province":"ON","last_act_type":"2024-10-25","language":"English","do_id":"L25C8433","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":"L25C8433","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LNC \/ 10 December 2025 Completed - she is not in the payroll","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:48:00-05:00","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":"courses rather confusing - with the instructor it was confusing","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"can't afford it","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"having close captioning when they are taking an online course so they can read them - this will help them understand better","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"lsnow@waypointcentre.ca","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"39524","email":"gamamil_98@hotmail.com","first_name":"Mildred","last_name":"Mateos","phone":"","orgname":"Rubin Rotman Architectes","customer_acct_name":"Rubin Rotman Architectes","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Mildred Garrido Mateos","language":"French","canceldate":"2024-05-02","time_zone":"2","area_code":"514","members_type":"CAND","new_member_date_2":"2023-03-16","phone_2":"5144675899","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"319390","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C03140","last_act_type":"2023-08-29","pcl_status":"F","pcl_completion_date":"2023-12-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gamamil_98@hotmail.com","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":"L25C03140","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"39431","email":"gasimovughur@gmail.com","first_name":"Ughur","last_name":"Gasimov","phone":"6475103131","orgname":"3M Mortgage Services Company","customer_acct_name":"3M Mortgage Services Company","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ughur Gasimov","language":"English","canceldate":"2023-04-04","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"PRO","do_id":"L25P01120","new_member_date_2":"2022-02-10","cert_status":"WITHDRAWN","phone_2":"6475103131","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"254453","intcode":"21","blocnote":"June 25 2025 call back another day\r\nJune 27 2025 He said everything was good with services but did not need it because he has several years of experience and it is not as important as a CPA certification that is why did not renew","dhmsfin_telemarketing_last_contacted_date":"2025-06-27T10:18:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25P01120","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-03-07","pcl_status":"P","pcl_completion_date":"2017-08-27","pf1_status":"P","pf1_completion_date":"2017-10-01","pf2_status":"P","pf2_completion_date":"2017-10-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-06-22","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"gasimovughur@gmail.com","pcl_completion_date_5":"2022-08-27","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"44629","email":"annerestell2@gmail.com","first_name":"Anne","last_name":"Restell","phone":"2502305142","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"343831","full_name":"Anne Restell","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-25","paid_thru":"2025-09-30","phone_2":"2502305142","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":"2025-02-24","language":"English","do_id":"L25C8440","lead_status":"Lapsed Member","time_zone":"5","number_of_passed_courses":"2","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C8440","pipeline_1_lapsed_members":"Lapsed Members","intcode":"14","blocnote":"LNC Dec 4 2025 vm\r\nLNC Dec 15 2025 She said she stopped because she needs more time to complete everything because she has health issues.","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T16:59:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"14","old_int_code":"06","npi_email_temp":"annerestell2@gmail.com","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
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{"contact":{"id":"37329","email":"kozlowski.anna88@gmail.com","first_name":"Anna","last_name":"Kozlowski","phone":"6475036323","orgname":"Crown Property Management Inc.","customer_acct_name":"Crown Property Management Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Anna Kozlowski","language":"English","canceldate":"2024-03-02","time_zone":"2","area_code":"647","members_type":"CORP","new_member_date_2":"2023-01-10","phone_2":"4164554541","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"316690","organization_id":"330258","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2505928","old_do_id":"LB2505928","last_infoline_date_type":"2025-04-25","last_conf_date_type":"2025-06-18","last_act_type":"2025-01-08","company_paid_thru":"2026-09-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2024-04-15","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"kozlowski.anna88@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","do_id":"","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"39903","email":"veritymckibbon@gmail.com","first_name":"Verity","last_name":"McKibbon","phone":"","orgname":"Mitacs Inc.","customer_acct_name":"Mitacs Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Verity McKibbon","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"PRO","new_member_date_2":"2018-05-17","cert_status":"WITHDRAWN","phone_2":"7788361856","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"263549","intcode":"21","blocnote":"July 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-03T17:03:00-04:00","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25P01186","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-01-17","last_act_type":"2023-09-10","pcl_status":"P","pcl_completion_date":"2018-08-20","pf1_status":"P","pf1_completion_date":"2018-10-21","pf2_status":"P","pf2_completion_date":"2018-12-17","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","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P01186","npi_email_temp":"veritymckibbon@gmail.com","pcl_completion_date_5":"2023-08-20","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
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{"contact":{"id":"44607","email":"yamileth.tka@gmail.com","first_name":"Mirtala","last_name":"Centeno","phone":"","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"344061","full_name":"Mirtala Yamileth Parada Centeno","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-11-01","paid_thru":"2025-09-30","phone_2":"4387732435","pcl_status":"F","pcl_completion_date":"2025-03-07","trc":"False","wera":"False","province":"QC","last_act_type":"2024-10-31","language":"English","do_id":"L25C8418","lead_status":"Lapsed Member","time_zone":"2","number_of_passed_courses":"0","temp_do_id_for_auto_old_do_id":"L25C8418","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"yamileth.tka@gmail.com","pcl_completion_date_5":"2030-03-07","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
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{"contact":{"id":"43135","email":"msmnksharma@gmail.com","first_name":"Monika","last_name":"Sharma","phone":"2368624315","orgname":"","customer_acct_name":"","tags":"250905 new mem portal, 2512 Active AST approached, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"331619","full_name":"Monika Sharma","members_type":"AST","new_member_date_2":"2023-11-20","paid_thru":"2025-10-31","province":"BC","language":"English","phone_2":"2368624315","time_zone":"5","do_id":"L25A02768","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","blocnote":"Dec 11 2025 vm  Dec 16 2025 vm\n2026 Mar 02 reached voicemail, no message left\n2026 Mar 02 contact enrolled in course but did not receive credentials, issue forwarded for follow-up","dhmsfin_telemarketing_last_contacted_date":"2026-03-02T13:28:27-05:00","intcode":"22","temp_do_id_for_auto_old_do_id":"L25A02768","temp_intcode_for_auto_old_int_code":"22","last_act_type":"2024-12-11","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":"AST2187","npi_email_temp":"msmnksharma@gmail.com","aitm_status_called":"2026-03-02T13:38:30-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Monika regarding her lapsed Associate membership with the National Payroll Institute. Monika mentioned she enrolled in a course but has not received her credentials yet. The agent assured her that the issue would be forwarded to the appropriate team for follow-up.","aitm_callsummarytitle":"Membership Credential Issue Follow-up","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\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"39920","email":"chirag_lucky@yahoo.com","first_name":"Chirag","last_name":"Patel","phone":"2047252627","orgname":"Cando Rail & Terminals LP","customer_acct_name":"Cando Rail & Terminals LP","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Chirag Patel, PLP","language":"English","canceldate":"2023-07-11","cpa_certification":"CPM","time_zone":"3","area_code":"204","members_type":"CORP","new_member_date_2":"2018-05-22","cert_status":"ACTIVE","phone_2":"4317742628","province":"MB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"263718","organization_id":"227440","intcode":"99","blocnote":"July 3 2025 vm\r\nSept 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T18:02:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2504747","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2504747","old_int_code":"6","last_infoline_date_type":"2021-03-08","last_act_type":"2024-10-18","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2018-09-02","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":"2020-01-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"chirag_lucky@yahoo.com","pcl_completion_date_5":"2023-09-02","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37320","email":"niuyun20180618@gmail.com","first_name":"Yun","last_name":"Niu","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Yun Niu","language":"English","canceldate":"2024-05-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02148","new_member_date_2":"2022-03-01","phone_2":"6048326278","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"310600","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C02148","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-02-28","pcl_status":"P","pcl_completion_date":"2022-05-29","pf1_status":"P","pf1_completion_date":"2022-07-24","pf2_status":"P","pf2_completion_date":"2022-12-11","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"niuyun20180618@gmail.com","pcl_completion_date_5":"2027-05-29","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"37442","email":"zilfatumar85@gmail.com","first_name":"Zilfat","last_name":"Abdulwahab-Umar","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Zilfat Abdulwahab-Umar","language":"English","canceldate":"2024-01-05","time_zone":"3","area_code":"431","members_type":"AST","do_id":"L25A01576","new_member_date_2":"2022-11-18","phone_2":"4312750930","province":"MB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"318907","intcode":"03","blocnote":"june 16 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached Lofat who was not available to take the call.\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, contact not available.\n2026 May 19 contact not available to take call - spoke with Lofat\n2026 May 21 call reached voicemail or gatekeeper, contact not available.\n2026 May 25 call reached Joseph, not Zilfat, call ended quickly","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T11:25:43-04:00","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A01576","temp_intcode_for_auto_old_int_code":"03","last_act_type":"2023-01-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"zilfatumar85@gmail.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-25T12:37:06-04:00","number_of_call_attempts":"4","number_of_total_call_attempts":"15","npi_transcriptsummary":"The agent called to speak with Zilfat but reached Joseph, who stated he was not available to take the call in the morning. The call ended shortly after without further conversation.","aitm_callsummarytitle":"Call reached wrong person, no conversation","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4eb4c23888a6b17da8d69d030a5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4eb4c23888a6b17da8d69d030a5","onesentencenotrenewed":"Contact was not available to take the call.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"06","astotherreasonsnottorenew":"Contact not available to respond.","age_range":"Preferred not to say","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"43061","email":"hannah.elson74@hotmail.com","first_name":"Hannah","last_name":"Ray","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"354163","full_name":"Hannah Ray","members_type":"CAND","new_member_date_2":"2025-08-25","city_1":"Sylvan Lake","province":"AB","language":"English","area_code":"780","lead_status":"Renewed Lapsed","phone_2":"7808976314","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":"LB2505336","last_act_type":"2025-10-09","pcl_status":"F","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","old_do_id":"L25C05854","pcl_completion_date":"2026-01-06","npi_email_temp":"hannah.elson74@hotmail.com","pcl_completion_date_5":"2031-01-06","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"40710","email":"rowena.tandoc@gmail.com","first_name":"Rowena","last_name":"Tandoc","phone":"6045275375","orgname":"Douglas College - New West Campus","customer_acct_name":"Douglas College - New West Campus","tags":"WR250507, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Rowena Tandoc, PLP","coidnewmbrdate":"1991-06-01","city_1":"New Westminster","province":"BC","phone_2":"7788830441","origin":"Lapsed members","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"8064","individual_id":"136241","time_zone":"5","area_code":"604","paid_thru":"2026-06-30","cert_status":"ACTIVE","cpa_certification":"CPM","language":"English","pds_august":"6","members_type":"CORP","pds_september":"6","last_infoline_date_type":"2025-12-08","last_conf_date_type":"2013-06-18","last_act_type":"2026-12-01","company_paid_thru":"2026-06-30","pcl_status":"P","pcl_completion_date":"2009-02-10","pf1_status":"P","pf1_completion_date":"2011-10-24","pf2_status":"P","pf2_completion_date":"2012-02-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-09-28","number_of_passed_courses":"4","pds_october":"6","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","pds_november":"6","do_id":"LB2507020","temp_do_id_for_auto_old_do_id":"LB2507020","npi_email_temp":"rowena.tandoc@gmail.com","pcl_completion_date_5":"2014-02-10","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37483","email":"christinedrag@icloud.com","first_name":"Christine","last_name":"Drag","phone":"6049165550","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Christine Drag","language":"English","canceldate":"2024-05-02","time_zone":"5","area_code":"604","members_type":"CAND","new_member_date_2":"2023-03-28","phone_2":"6049165550","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323213","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03459","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":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:46:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"christinedrag@icloud.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03459","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"contact":{"id":"40869","email":"bonitaamos4@gmail.com","first_name":"Bonita","last_name":"Amos","phone":"4038452866","orgname":"Town of Rocky Mountain House","customer_acct_name":"Town of Rocky Mountain House","tags":"NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"20491","full_name":"Bonita Amos","members_type":"PRO","lead_status":"Refused","new_member_date_2":"1997-01-31","organization_id":"164717","coidnewmbrdate":"2018-04-10","city_1":"Edmonton","province":"AB","language":"English","phone_2":"7804430067","extension_phone_1":"104","area_code":"780","time_zone":"4","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","cert_status":"WITHDRAWN_CPE","canceldate":"2022-03-02","pds_july":"3","cpa_certification":"CPM","paid_thru":"2025-03-31","intcode":"06","blocnote":"Aug 14 2025 No Bonita there transferred to Christina Rosa in payroll vm\r\nLN Nov 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-03T12:09:00-05:00","temp_do_id_for_auto_old_do_id":"LB2504524","temp_intcode_for_auto_old_int_code":"06","pds_august":"3","onesentencenotrenewed":"PRO reached 3 years limit for renewal","date_of_renewal_identification":"","old_int_code":"21","old_do_id":"L25O00944","pds_september":"3","last_act_type":"2025-04-24","pf2_status":"P","pf2_completion_date":"2007-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-01-04","number_of_passed_courses":"2","pds_october":"3","trc":"False","wera":"False","pds_november":"3","do_id":"LB2504524","npi_email_temp":"bonitaamos4@gmail.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"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":"2023-06-10","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","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"37437","email":"jubejeme@yahoo.com","first_name":"Jube","last_name":"Tonwe","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jube Tonwe","language":"English","canceldate":"2024-07-03","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C01157","new_member_date_2":"2020-05-25","phone_2":"2049514055","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"288861","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C01157","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-05-15","pcl_status":"P","pcl_completion_date":"2020-08-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"jubejeme@yahoo.com","pcl_completion_date_5":"2025-08-30","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"46078","email":"terrilmauro@bellnet.ca","first_name":"Terri","last_name":"Mauro","phone":"7057594844","orgname":"Marian's Bookkeeping & Tax Service","customer_acct_name":"Marian's Bookkeeping & Tax Service","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"297762","full_name":"Terri Mauro","members_type":"CORP","paid_thru":"2023-01-31","organization_id":"297763","trc":"False","wera":"False","province":"ON","language":"English","corp_cancel_date":"2023-10-09","do_id":"L25O3387","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3387","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"terrilmauro@bellnet.ca","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42006","email":"chisomo.sibande@stargarden.com","first_name":"Chisomo","last_name":"Sibande","phone":"7786978444","orgname":"StarGarden Corp.","customer_acct_name":"StarGarden Corp.","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Chisomo Sibande","time_zone":"5","language":"English","individual_id":"322738","phone_2":"7786978444","zerobounce_reason":"(zerobounce invalid)","area_code":"778","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2024-02-28","intcode":"21","blocnote":"LNC Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T16:14:00-05:00","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","notrenewednotused":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","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","canceldate":"2024-05-02","new_member_date_2":"2023-03-16","temp_do_id_for_auto_old_do_id":"L25C05541","temp_intcode_for_auto_old_int_code":"21","province":"BC","last_act_type":"2023-03-15","pcl_status":"F","pcl_completion_date":"2023-07-18","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","npi_email_temp":"chisomo.sibande@stargarden.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C05541","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"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","new_member_date_2":"2023-05-03","phone_2":"6132629508","province":"NS","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324586","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03615","last_act_type":"2023-11-05","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":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"hongxia2017@gmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","old_int_code":"01","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03615"}},"seriesid":"163"}
{"contact":{"id":"39396","email":"vedanshimogra@icloud.com","first_name":"Vedanshi","last_name":"Mogra","phone":"6475514637","orgname":"","customer_acct_name":"","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Vedanshi Mogra","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"647","members_type":"CAND","new_member_date_2":"2026-05-19","phone_2":"6475514637","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"326592","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"L25C03880","last_act_type":"2026-05-19","pcl_status":"P","pcl_completion_date":"2023-11-06","number_of_passed_courses":"1","intcode":"99","blocnote":"LNC \/ 18 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T08:50:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","npi_email_temp":"vedanshimogra@icloud.com","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","pf1_status":"E","date_of_renewal_identification":"2026-05-20","old_int_code":"06"}},"seriesid":"163"}
{"contact":{"id":"43018","email":"melanie_96@hotmail.com","first_name":"Melanie","last_name":"Gauthier","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"354183","full_name":"Melanie Gauthier","members_type":"CAND","new_member_date_2":"2025-08-25","city_1":"Chaput Hughes","province":"ON","language":"English","area_code":"705","lead_status":"Renewed Lapsed","phone_2":"7054622108","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":"LB2506388","last_act_type":"2026-09-03","pcl_status":"P","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcl_completion_date":"2025-12-02","old_do_id":"L25C05809","npi_email_temp":"melanie_96@hotmail.com","pf1_status":"E","pcl_completion_date_5":"2030-12-02","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"44530","email":"krampersaud416@gmail.com","first_name":"Harrynarine","last_name":"Rampersaud","phone":"8007645138","orgname":"Simply Green Home Services","customer_acct_name":"Simply Green Home Services","tags":"251202 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"288813","full_name":"Harrynarine Rampersaud, PCP","members_type":"PRO","canceldate":"2025-12-02","new_member_date_2":"2020-05-22","paid_thru":"2025-09-30","phone_2":"6474502783","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2020-08-30","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2022-09-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-07-15","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-02-03","language":"English","extension_phone_1":"601","do_id":"L25P2714","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":"L25P2714","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","blocnote":"LN \/ 08 December 2025 VM\n2026 May 19 call initiated but no response from contact\n2026 May 21 call reached automated system and agent confirmed speaking with Harrynarine before inactivity disconnection","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:02:05-04:00","temp_intcode_for_auto_old_int_code":"15","npi_email_temp":"krampersaud416@gmail.com","pcl_completion_date_5":"2025-08-30","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30","thewithdrawaldate":"2025-12-02","aitm_status_called":"2026-05-21T11:02:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was an outbound attempt to reach Harrynarine at Simply Green Home Services. The call went through an automated system with menu options before the agent confirmed speaking with Harrynarine. The call ended due to inactivity shortly after.","aitm_callsummarytitle":"Call reached contact but ended due to inactivity","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"03","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1e89d2db39be23e807dd68d0b1d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1e89d2db39be23e807dd68d0b1d","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"41305","email":"arjunvijay003@gmail.com","first_name":"Arjun","last_name":"Vijay","phone":"2504696174","orgname":"Regional District of Central Okanagan","customer_acct_name":"Regional District of Central Okanagan","tags":"WR250813, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"303547","full_name":"Arjun Vijay, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2021-08-30","city_1":"Kelowna","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7785843506","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","coidnewmbrdate":"1992-01-10","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","intcode":"99","blocnote":"Aug 25 2025 call back","dhmsfin_telemarketing_last_contacted_date":"2025-08-25T12:52:00-04:00","canceldate":"2025-08-11","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2504384","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","organization_id":"8569","cpa_certification":"PCP","pds_august":"1","old_int_code":"6","pds_september":"1","last_conf_date_type":"2025-06-18","last_act_type":"2026-11-05","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2021-11-14","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":"2023-06-27","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","last_infoline_date_type":"2026-11-05","pds_november":"1","do_id":"LB2504384","old_do_id":"L25P01944","npi_email_temp":"arjunvijay003@gmail.com","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"46159","email":"tcavalier@rsac.com","first_name":"Ting","last_name":"Cavalier","phone":"2137004691","orgname":"Reliance Steel and Aluminum Co.","customer_acct_name":"Reliance Steel and Aluminum Co.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"261112","full_name":"Ting Cavalier","members_type":"CORP","paid_thru":"2024-01-31","organization_id":"261106","trc":"False","wera":"False","province":"TX","last_act_type":"2018-02-26","language":"English","corp_cancel_date":"2024-04-02","do_id":"L25O3131","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3131","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"tcavalier@rsac.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37412","email":"jy@ualberta.ca","first_name":"Jie","last_name":"Yang","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jie Yang","language":"English","canceldate":"2024-09-04","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02659","new_member_date_2":"2022-07-25","phone_2":"7805660784","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314679","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":"L25C02659","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-04-10","pcl_status":"P","pcl_completion_date":"2022-11-09","pf1_status":"P","pf1_completion_date":"2023-04-16","pf2_status":"P","pf2_completion_date":"2023-11-27","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"jy@ualberta.ca","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"46132","email":"elida.arteaga@desgagnes.com","first_name":"Elida","last_name":"Mendoza","phone":"418692100","orgname":"Groupe Desgagn\u00e9s Inc.","customer_acct_name":"Groupe Desgagn\u00e9s Inc.","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"314738","full_name":"Elida Luz Arteaga Mendoza","members_type":"CORP","paid_thru":"2026-08-31","organization_id":"49841","trc":"False","wera":"False","province":"QC","last_act_type":"2026-12-05","language":"English","last_infoline_date_type":"2026-12-05","do_id":"L25O3641","number_of_passed_courses":"0","time_zone":"2","lead_status":"Renewed Lapsed","temp_do_id_for_auto_old_do_id":"L25O3641","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"elida.arteaga@desgagnes.com","formatted_paid_thru":"31\/08\/2026","company_paid_thru":"2026-08-31","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42024","email":"kim.mowat@tundraoilandgas.com","first_name":"R.","last_name":"Mowat","phone":"","orgname":"","customer_acct_name":"","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"R. Kim Mowat, CPHR; RPR","time_zone":"4","do_id":"L25A01944","language":"English","individual_id":"211149","phone_2":"4039903024","zerobounce_reason":"(zerobounce invalid)","area_code":"403","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2024-01-31","intcode":"06","blocnote":"Aug 26 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached Kim, not the intended contact, voicemail likely\n2026 May 13 call reached Kim, went to voicemail\n2026 May 15 voicemail reached, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:44-04:00","canceldate":"2023-01-31","new_member_date_2":"2013-02-08","temp_do_id_for_auto_old_do_id":"L25A01944","temp_intcode_for_auto_old_int_code":"6","province":"AB","last_act_type":"2023-06-30","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kim.mowat@tundraoilandgas.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:22:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach the contact, but it went to voicemail and no conversation took place.","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","session_id":"call_8089608810fbd103f5668bbb142","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8089608810fbd103f5668bbb142"}},"seriesid":"163"}
{"contact":{"id":"42055","email":"no-email174@ler.com","first_name":"Marie-Lee","last_name":"Voisine","phone":"8197392511","orgname":"Glencore Canada, Mine Matagami","customer_acct_name":"Glencore Canada, Mine Matagami","tags":"LER_dummy","ip4":"10.13.135.13","fields":{"members_type":"AST","extension_phone_1":"1250","time_zone":"2","do_id":"L25A01863","language":"French","individual_id":"294970","area_code":"819","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"03","blocnote":"Aug 27 2025 she no longer works there\n2026 May 08 call answered by someone other than Marie-Lee, call ended politely.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:22-04:00","placeholder_email_change_date":"2025-08-27T13:20:52-04:00","regular_email_change_date":"2025-08-27T13:20:52-04:00","old_int_code":"16","canceldate":"2023-02-02","new_member_date_2":"2020-11-27","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A01863","temp_intcode_for_auto_old_int_code":"03","province":"QC","phone_2":"8192776998","last_act_type":"2022-12-12","full_name":"Marie-Lee Voisine","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email174@ler.com","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:22-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Marie-Lee Voisine but the person who answered was not Marie-Lee and did not continue the conversation. The agent ended the call politely and planned to call back later.","aitm_callsummarytitle":"Call reached wrong person, ended politely","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not the intended person and did not continue the conversation.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact was not the intended person and did not engage in the call.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d10eef7169ffb228cb5e89de749","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d10eef7169ffb228cb5e89de749"}},"seriesid":"163"}
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{"contact":{"id":"40716","email":"benji.pomber@saultcollege.ca","first_name":"Benjamin","last_name":"Pomber","phone":"7057592554","orgname":"Sault College","customer_acct_name":"Sault College","tags":"WR250507, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Benjamin Pomber, PCP","coidnewmbrdate":"1999-04-23","city_1":"Sault Ste. Marie","province":"ON","phone_2":"7059712289","origin":"Lapsed members","found":"DO4 Phone","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"287233","organization_id":"7718","time_zone":"2","area_code":"705","canceldate":"2023-02-02","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2027-03-31","new_member_date_2":"2020-04-02","language":"English","extension_phone_1":"2413","members_type":"CORP","last_infoline_date_type":"2026-02-26","last_act_type":"2026-04-05","company_paid_thru":"2027-03-31","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2022-05-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-09-09","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504485","temp_do_id_for_auto_old_do_id":"LB2504485","npi_email_temp":"benji.pomber@saultcollege.ca","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"44624","email":"konanets.o@gmail.com","first_name":"Oksana","last_name":"Konanets","phone":"2046981030","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"344006","full_name":"Oksana Konanets","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-31","paid_thru":"2025-09-30","phone_2":"2046981030","pcl_status":"P","pcl_completion_date":"2025-03-07","trc":"True","wera":"False","province":"MB","last_act_type":"2025-11-13","language":"English","do_id":"L25C8435","lead_status":"Lapsed Member","time_zone":"3","number_of_passed_courses":"1","temp_do_id_for_auto_old_do_id":"L25C8435","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:48:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"konanets.o@gmail.com","pcl_completion_date_5":"2030-03-07","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"46093","email":"alexandrecaron@groupepicard.ca","first_name":"Alexandre","last_name":"Caron","phone":"4188349035","orgname":"Acier Picard Inc.","customer_acct_name":"Acier Picard Inc.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"330600","full_name":"Alexandre Caron","members_type":"CORP","organization_id":"292911","trc":"False","wera":"False","province":"QC","last_act_type":"2023-11-28","language":"English","corp_cancel_date":"2025-09-10","extension_phone_1":"2226","do_id":"L25O4435","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4435","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"alexandrecaron@groupepicard.ca","company_paid_thru":"2025-08-31","latest_paid_thru":"2025-08-31","formatted_paid_thru":"31\/08\/2025","blocnote":"May 25 cm","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38906","email":"henrymorgan061004@gmail.com","first_name":"Nan","last_name":"Zheng","phone":"4037088827","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Nan Zheng","language":"English","canceldate":"2024-01-05","time_zone":"4","area_code":"403","members_type":"CAND","new_member_date_2":"2022-11-10","phone_2":"4037088827","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"318576","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"LB2505391","last_act_type":"2022-10-11","pcl_status":"F","pcl_completion_date":"2023-02-23","number_of_passed_courses":"0","intcode":"11","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"11","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03084","trc":"False","wera":"False","blocnote":"LNC \/ 27 November 2025 She hung up","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:43:00-05:00","old_int_code":"21","do_id":"LB2505391","npi_email_temp":"henrymorgan061004@gmail.com","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"40917","email":"payroll.ca@newrocket.com","first_name":"Burepally","last_name":"Satya","phone":"9848536500","orgname":"NewRocket Canada Corp.","customer_acct_name":"NewRocket Canada Corp.","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"340364","full_name":"Burepally Satya","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01004","organization_id":"335844","coidnewmbrdate":"2024-03-26","city_1":"Ottawa","province":"ON","language":"English","area_code":"984","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"Aug 18 2025","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T11:26:00-04:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O01004","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2026-04-03","last_act_type":"2026-04-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"payroll.ca@newrocket.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"41935","email":"narjiss.belrhazi@ukg.com","first_name":"Narjiss","last_name":"Belrhazi","phone":"9543317073","orgname":"UKG","customer_acct_name":"UKG","tags":"WR250716, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Narjiss Belrhazi","members_type":"CORP","coidnewmbrdate":"2005-03-01","city_1":"Weston","province":"FL","found":"DO4 Company","lead_status":"Lapsed DEL","date_of_renewal_identification":"2025-07-18","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","paid_thru":"2026-02-28","individual_id":"352546","organization_id":"33788","language":"English","company_paid_thru":"2026-02-28","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506572","temp_do_id_for_auto_old_do_id":"LB2506572","npi_email_temp":"narjiss.belrhazi@ukg.com","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28"}},"seriesid":"163"}
{"contact":{"id":"42075","email":"no-email185@ler.com","first_name":"Arabi","last_name":"Piccinini","phone":"9058670491","orgname":"Peel District School Board","customer_acct_name":"Peel District School Board","tags":"LER_dummy, TMAI","ip4":"10.13.132.66","fields":{"members_type":"AST","time_zone":"2","do_id":"L25A01873","language":"English","individual_id":"313107","area_code":"905","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","blocnote":"Aug 27 2025 she refused to give any information or asnwer and questions ( she is not willing to join the association again\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no conversation\n2026 May 13 call lasted 5 seconds, no conversation or renewal intent expressed.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:27-04:00","intcode":"15","regular_email_change_date":"2025-08-27T13:35:41-04:00","placeholder_email_change_date":"2025-08-27T13:35:41-04:00","canceldate":"2023-07-11","new_member_date_2":"2022-05-18","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A01873","temp_intcode_for_auto_old_int_code":"15","province":"ON","phone_2":"9059960100","last_act_type":"2023-08-05","full_name":"Arabi Piccinini","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email185@ler.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-13T13:08:27-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The call was very brief, with no meaningful conversation or information exchanged between the agent and the user. The agent ended the call quickly after a short greeting.","aitm_callsummarytitle":"Brief call with no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_44077a0fdad21ed050ab9f719de","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_44077a0fdad21ed050ab9f719de","mini_nps":"3","onesentencenotrenewed":"No conversation or renewal intent expressed due to very short call.","initialvalue":"Other","othermemberbenefit":"No information provided.","astotherreasonsnottorenew":"No interaction to determine reason.","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"38833","email":"iam.angielai@gmail.com","first_name":"Angie","last_name":"Lai","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Angie Lai","language":"English","canceldate":"2024-08-02","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"PRO","do_id":"L25P00806","new_member_date_2":"2013-01-04","cert_status":"WITHDRAWN","phone_2":"7788290556","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"209658","intcode":"06","blocnote":"June 19 2025 vm\n2026 May 12 - Reached voicemail; no message left.\n2026 May 14 - reached voicemail, no message left\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:08-04:00","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25P00806","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-10-31","pcl_status":"P","pcl_completion_date":"2013-05-09","pf1_status":"P","pf1_completion_date":"2013-08-28","pf2_status":"P","pf2_completion_date":"2014-09-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-05-08","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"iam.angielai@gmail.com","pcl_completion_date_5":"2018-05-09","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","thewithdrawaldate":"2024-08-02","aitm_status_called":"2026-05-21T13:47:06-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered by the intended contact and went to voicemail.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Left voicemail; no response from contact.","initialvalue":"Other","othermemberbenefit":"Not provided","prootherreasonsnottorenew":"No contact made; reason unknown","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_11ac0839fc0418371ca9d2a733a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_11ac0839fc0418371ca9d2a733a","concernquestion":"No concern recorded; call reached voicemail.","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"38889","email":"gdextras@vantage-dc.com","first_name":"Genevieve","last_name":"Dextras","phone":"5147061615","orgname":"Vantage Data Centers","customer_acct_name":"Vantage Data Centers","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Genevieve Dextras","language":"French","canceldate":"2024-06-04","time_zone":"2","area_code":"514","members_type":"CAND","new_member_date_2":"2023-03-31","phone_2":"5147061615","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322571","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03389","last_act_type":"2023-11-07","pcl_status":"F","pcl_completion_date":"2023-07-11","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"lnc\r\n11 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:32:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"gdextras@vantage-dc.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03389","pcl_completion_date_5":"2028-07-11","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"41994","email":"jikisha.parmar@hm.com","first_name":"Jikisha","last_name":"Parmar","phone":"6475235196","orgname":"H&M Hennes & Mauritz Inc","customer_acct_name":"H&M Hennes & Mauritz Inc","tags":"WR250723, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"members_type":"CORP","coidnewmbrdate":"13\/01\/05 00:00","city_1":"Mississauga","province":"ON","phone_2":"4372644242","origin":"Lapsed members","found":"DO4 Phone","lead_status":"Lapsed DEL","date_of_renewal_identification":"2025-07-25","pipeline_1_lapsed_members":"Renewed lapsed","cpa_certification":"PCP","cert_status":"ACTIVE","paid_thru":"2026-05-31","canceldate":"2025-07-22","new_member_date_2":"2022-08-23","individual_id":"315728","organization_id":"85341","language":"English","full_name":"Jikisha Parmar, PCP","last_infoline_date_type":"2025-05-02","last_act_type":"2025-07-22","company_paid_thru":"2026-05-31","pcl_status":"P","pcl_completion_date":"2022-12-25","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":"2024-06-06","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505644","temp_do_id_for_auto_old_do_id":"LB2505644","npi_email_temp":"jikisha.parmar@hm.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31"}},"seriesid":"163"}
{"contact":{"id":"41274","email":"rosan.hinds@gmail.com","first_name":"Rosan","last_name":"Hinds","phone":"","orgname":"Kirkor","customer_acct_name":"Kirkor","tags":"npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"0.0.0.0","fields":{"individual_id":"339589","full_name":"Rosan Hinds","lead_status":"Lapsed Member","do_id":"L25C05084","new_member_date_2":"2024-08-22","city_1":"Cambridge","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4168775967","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-07-31","temp_do_id_for_auto_old_do_id":"L25C05084","last_infoline_date_type":"2025-03-17","last_act_type":"2025-12-06","pcl_status":"P","pcl_completion_date":"2025-01-07","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"rosan.hinds@gmail.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"39939","email":"ina_van_dijk@hotmail.com","first_name":"Ina","last_name":"Dijk","phone":"6048646824","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ina Van Dijk, PCP","language":"English","canceldate":"2026-01-06","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","new_member_date_2":"2003-11-04","pds_april":"18","cert_status":"WITHDRAWN","phone_2":"6048646824","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"51447","intcode":"21","blocnote":"July 3 2025 she is retired and make sure that she is removed from any list","dhmsfin_telemarketing_last_contacted_date":"2025-07-03T17:09:00-04:00","onesentencenotrenewed":"I am retired. Therefore, I don't need the membership anymore. I've sent several emails to NPI saying that I am retired and they still send me forms for renewal","pds_july":"18","paid_thru":"2025-10-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2505453","temp_intcode_for_auto_old_int_code":"21","pds_august":"18","pds_september":"18","last_infoline_date_type":"2022-04-22","last_act_type":"2026-06-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-10-31","number_of_passed_courses":"1","pds_october":"18","trc":"False","wera":"False","pds_november":"18","do_id":"LB2505453","old_do_id":"L25P00441","npi_email_temp":"ina_van_dijk@hotmail.com","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"40713","email":"tara.dunnett@nwood.ns.ca","first_name":"Tara","last_name":"Dunnett","phone":"9024543379","orgname":"Northwoodcare Inc.","customer_acct_name":"Northwoodcare Inc.","tags":"WR250507, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Tara Dunnett, PCP","coidnewmbrdate":"1990-09-01","city_1":"Halifax","province":"NS","origin":"Lapsed members","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"7893","individual_id":"322149","time_zone":"1","area_code":"902","paid_thru":"2026-09-30","cert_status":"ACTIVE","cpa_certification":"PCP","language":"English","phone_2":"9024973359","members_type":"CORP","last_infoline_date_type":"2026-10-02","last_act_type":"2026-10-02","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2024-01-22","pf1_status":"P","pf1_completion_date":"2024-06-20","pf2_status":"P","pf2_completion_date":"2024-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-05-14","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2507427","temp_do_id_for_auto_old_do_id":"LB2507427","npi_email_temp":"tara.dunnett@nwood.ns.ca","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40780","email":"jeep73@live.ca","first_name":"Lisa","last_name":"Gott","phone":"2266688945","orgname":"MacLean Engineering & Marketing Co. Ltd.","customer_acct_name":"MacLean Engineering & Marketing Co. Ltd.","tags":"WR250813, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"128698","full_name":"Lisa Gott, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2008-03-24","city_1":"Meaford","province":"ON","language":"English","phone_2":"7054444914","time_zone":"2","area_code":"705","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"162757","cert_status":"ACTIVE","intcode":"99","blocnote":"Jul;y 8 2025 she had a personal membership before which is lapsed and now she has a memberhsip with the company","dhmsfin_telemarketing_last_contacted_date":"2025-07-08T18:26:00-04:00","old_int_code":"13","pds_july":"2","cpa_certification":"PCP","paid_thru":"2027-05-31","coidnewmbrdate":"26\/05\/25 00:00","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","canceldate":"2025-08-08","temp_do_id_for_auto_old_do_id":"LB2505574","temp_intcode_for_auto_old_int_code":"99","pds_august":"2","pds_september":"2","last_infoline_date_type":"2025-09-01","last_act_type":"2026-12-01","company_paid_thru":"2027-05-31","pcl_status":"P","pcl_completion_date":"2008-07-08","pf1_status":"P","pf1_completion_date":"2008-10-17","pf2_status":"P","pf2_completion_date":"2009-02-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-06-05","number_of_passed_courses":"4","pds_october":"2","trc":"True","wera":"False","pds_november":"2","do_id":"LB2505574","old_do_id":"L25P01687","npi_email_temp":"jeep73@live.ca","pcl_completion_date_5":"2013-07-08","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39003","email":"mahmoudaljamal@hotmail.com","first_name":"Mahmoud","last_name":"El-jamal","phone":"2263786464","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Mahmoud El-jamal","language":"English","canceldate":"2024-07-26","time_zone":"2","area_code":"226","members_type":"CAND","do_id":"L25C04056","new_member_date_2":"2023-08-14","phone_2":"2263786464","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327971","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04056","last_act_type":"2024-07-26","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T13:48:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"mahmoudaljamal@hotmail.com","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"41301","email":"kelsvds@hotmail.ca","first_name":"Kelsey","last_name":"Sype","phone":"8888582546","orgname":"Themis Solutions Inc.","customer_acct_name":"Themis Solutions Inc.","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"262789","full_name":"Kelsey Van De Sype, PLP","members_type":"CORP","lead_status":"Lapsed DEL","new_member_date_2":"2022-07-18","coidnewmbrdate":"2019-05-08","city_1":"Regina","province":"SK","language":"English","time_zone":"2","area_code":"888","phone_2":"3068617229","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-19T13:10:00-04:00","canceldate":"2025-09-03","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2505867","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","organization_id":"185887","cpa_certification":"CPM","pds_august":"1","old_int_code":"6","pds_september":"1","last_infoline_date_type":"2025-02-12","last_act_type":"2026-12-01","company_paid_thru":"2026-04-30","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":"2018-10-11","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2505867","old_do_id":"L25P01942","npi_email_temp":"kelsvds@hotmail.ca","pcl_completion_date_5":"2023-08-05","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","corp_cancel_date":"2017-07-05","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37484","email":"gurleen.pelia96@gmail.com","first_name":"Gurleen","last_name":"Pelia","phone":"4165505786","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Gurleen Pelia","language":"English","canceldate":"2023-09-02","time_zone":"2","area_code":"416","members_type":"CORP","do_id":"","new_member_date_2":"2022-07-15","phone_2":"4165505786","province":"ON","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"314736","organization_id":"8176","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25C02666","last_act_type":"2026-03-31","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2024-03-28","pf1_status":"P","pf1_completion_date":"2024-07-19","pf2_status":"P","pf2_completion_date":"2024-12-12","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"gurleen.pelia96@gmail.com","pcl_completion_date_5":"2029-03-28","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","cert_status":"PENDING","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-05-14","old_do_id":"L25C02666","cpa_certification":"PCP","last_infoline_date_type":"2025-12-17","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"40657","email":"sadia44s@gmail.com","first_name":"Sadia","last_name":"Shivji","phone":"6042523292","orgname":"B.C. Liquor Distribution Branch","customer_acct_name":"B.C. Liquor Distribution Branch","tags":"250709 phone cannot be recovered, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"231339","full_name":"Sadia Shivji, PCP","members_type":"CORP","lead_status":"Lapsed DEL","new_member_date_2":"2019-08-19","coidnewmbrdate":"1991-04-01","city_1":"Edmonton","province":"AB","language":"English","time_zone":"5","area_code":"604","phone_2":"7809752008","pipeline_1_lapsed_members":"","organization_id":"8046","cert_status":"ACTIVE","canceldate":"2025-05-05","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-07-08T16:27:00-04:00","old_int_code":"16","pipeline_2_members_only_ast":"","pds_july":"4","cpa_certification":"PCP","temp_do_id_for_auto_old_do_id":"LB2507049","temp_intcode_for_auto_old_int_code":"99","pds_august":"4","old_do_id":"LB2507049","pds_september":"4","last_infoline_date_type":"2022-01-03","last_act_type":"2026-12-01","company_paid_thru":"2026-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2015-04-20","pf1_status":"P","pf1_completion_date":"2015-06-29","pf2_status":"P","pf2_completion_date":"2015-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-05-17","number_of_passed_courses":"4","pds_october":"4","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"4","npi_email_temp":"sadia44s@gmail.com","pcl_completion_date_5":"2020-04-20","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39922","email":"erinuhlman@gmail.com","first_name":"Erin","last_name":"Uhlman","phone":"5783342513","orgname":"Sterling Crane Canada","customer_acct_name":"Sterling Crane Canada","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Erin Uhlman","language":"English","canceldate":"2025-01-07","cpa_certification":"PCP","time_zone":"4","area_code":"578","members_type":"PRO","do_id":"L25P01534","new_member_date_2":"2023-11-22","cert_status":"WITHDRAWN","phone_2":"7803184335","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"302111","intcode":"15","blocnote":"July 3 2025 line busy\r\nSept 10 2025 line busy\n2026 May 14 - Reached voicemail: 'Your call has been forwarded.'\n2026 May 19 call started, agent introduced purpose, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T13:07:07-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25P01534","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-07-04","pcl_status":"P","pcl_completion_date":"2021-07-19","pf1_status":"P","pf1_completion_date":"2021-08-18","pf2_status":"P","pf2_completion_date":"2021-09-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-07-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"erinuhlman@gmail.com","pcl_completion_date_5":"2026-07-19","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","thewithdrawaldate":"2025-01-07","aitm_status_called":"2026-05-21T13:07:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Erin and introduced herself, explaining the purpose of the call regarding the lapsed Professional membership and intention to ask questions about the membership experience. The call ended shortly after the introduction without further conversation.","aitm_callsummarytitle":"Introduction and Membership Lapse Notification","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail.","initialvalue":"Other","othermemberbenefit":"Voicemail interaction only","old_int_code":"06","prootherreasonsnottorenew":"Not applicable - voicemail reached","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_244b9d8592aae62c08a67c58b57","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_244b9d8592aae62c08a67c58b57","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"46048","email":"canadapayroll@ptc.com","first_name":"Payroll","last_name":"Team","phone":"7813705252","orgname":"PTC","customer_acct_name":"PTC","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"290712","full_name":"Payroll Team","members_type":"CORP","paid_thru":"2025-06-30","organization_id":"290711","trc":"False","wera":"False","province":"MA","language":"English","corp_cancel_date":"2025-09-03","do_id":"L25O3382","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25O3382","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"canadapayroll@ptc.com","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","company_paid_thru":"2025-06-30","blocnote":"May 27 vm","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"38940","email":"justyna.dzierzon@gmail.com","first_name":"Justyna","last_name":"Dzierzon","phone":"4032325428","orgname":"PTW Energy Services Ltd","customer_acct_name":"PTW Energy Services Ltd","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Justyna Dzierzon, PCP","language":"English","canceldate":"2024-07-05","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2023-08-14","cert_status":"ACTIVE","phone_2":"4036679450","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"327943","organization_id":"168042","pipeline_2_members_only_ast":"","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"LB2505764","old_do_id":"LB2505764","last_act_type":"2026-10-03","company_paid_thru":"2027-05-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-11-02","pf1_status":"P","pf1_completion_date":"2024-02-05","pf2_status":"P","pf2_completion_date":"2024-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-03-07","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"justyna.dzierzon@gmail.com","pcl_completion_date_5":"2028-11-02","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"43129","email":"corry1897@outlook.com","first_name":"Corinne","last_name":"O'Brien","phone":"4038523774","orgname":"","customer_acct_name":"","tags":"250905 new mem portal, 2512 Active AST approached, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"281772","full_name":"Corinne O'Brien","members_type":"AST","province":"AB","language":"English","phone_2":"5878971144","time_zone":"4","do_id":"L25A02780","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","blocnote":"Dec 10 2025 v,m  Dec 16 2025 vm\n2026-02-27 Dial no answer, phone: +14038523774\n2026 Feb 27 voicemail reached, no message left\n2026-03-06 Dial no answer, phone: +14038523774\n2026 Mar 06 call reached voicemail, no message left\n2026-03-09 Dial no answer, phone: +14038523774\n2026 Mar 09 call started, agent began survey but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T13:06:44-04:00","intcode":"15","temp_do_id_for_auto_old_do_id":"L25A02780","temp_intcode_for_auto_old_int_code":"15","new_member_date_2":"2020-11-17","paid_thru":"2025-10-31","last_infoline_date_type":"2022-11-11","last_act_type":"2024-12-31","pcl_status":"P","pcl_completion_date":"2020-02-02","pf1_status":"P","pf1_completion_date":"2020-04-26","pf2_status":"P","pf2_completion_date":"2020-07-12","number_of_passed_courses":"3","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-30","trc":"True","wera":"False","canceldate":"2026-01-06","old_do_id":"AST2180","npi_email_temp":"corry1897@outlook.com","aitm_status_called":"2026-03-11T13:06:44-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"06","retell_call_status":"ended","npi_transcriptsummary":"The agent reached Corinne and initiated a conversation about her lapsed Associate membership with the National Payroll Institute. Corinne agreed to proceed, and the agent began asking the first survey question before the call ended abruptly.","aitm_callsummarytitle":"Call started but ended early during survey","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","number_of_total_call_attempts":"8","number_of_calls_reached":"2","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
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{"contact":{"id":"39000","email":"ct7046@gmail.com","first_name":"Cathy","last_name":"Tsujimoto","phone":"9058459430","orgname":"Sheridan College - Oakville","customer_acct_name":"Sheridan College - Oakville","tags":"npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Cathy Tsujimoto, PLP,BA","language":"English","canceldate":"2024-02-12","cpa_certification":"CPM","time_zone":"2","area_code":"905","members_type":"PRO","new_member_date_2":"2013-04-03","pds_april":"5","cert_status":"SUSPENDED","phone_2":"9058198275","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"213476","intcode":"99","blocnote":"June 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-23T11:57:00-04:00","pipeline_2_members_only_ast":"","pds_july":"5","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"L25P03171","temp_intcode_for_auto_old_int_code":"99","pds_august":"5","old_do_id":"LB2504832","old_int_code":"6","pds_september":"5","last_infoline_date_type":"2023-06-26","last_act_type":"2026-05-26","company_paid_thru":"2026-07-31","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2013-07-16","pf1_status":"P","pf1_completion_date":"2013-12-17","pf2_status":"P","pf2_completion_date":"2014-08-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-06-04","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pds_november":"5","do_id":"L25P03171","npi_email_temp":"ct7046@gmail.com","pcl_completion_date_5":"2018-07-16","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","ln_entered_date":"2026-05-27"}},"seriesid":"163"}
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{"contact":{"id":"38859","email":"ychelski110610@yahoo.com","first_name":"Michelle","last_name":"Hatulan","phone":"5879380531","orgname":"Edo Japan","customer_acct_name":"Edo Japan","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Michelle Hatulan","language":"English","canceldate":"2025-02-04","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C04536","new_member_date_2":"2023-12-19","phone_2":"5879380531","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"332570","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C04536","last_act_type":"2024-07-26","pcl_status":"P","pcl_completion_date":"2024-07-22","pf1_status":"P","pf1_completion_date":"2024-08-21","pf2_status":"P","pf2_completion_date":"2024-10-02","number_of_passed_courses":"3","sendapplicationform":"2025-11-07T11:44:00-05:00","blocnote":"NOv 7 2025 completed ( wll think about renewing her membership)\r\nLNC \/ 16 December 2025 busy call later\r\nLNC \/ 17 December 2025 Call later","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T14:26:00-05:00","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":"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":"Strong","intcode":"10","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","trc":"True","wera":"False","old_int_code":"02","npi_email_temp":"ychelski110610@yahoo.com","pcl_completion_date_5":"2029-07-22","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"42052","email":"denis@spray-net.com","first_name":"Denis","last_name":"Raymond","phone":"5197190438","orgname":"","customer_acct_name":"","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Denis Raymond","time_zone":"2","do_id":"L25C05558","language":"English","individual_id":"316447","phone_2":"5197190438","zerobounce_reason":"(zerobounce invalid)","area_code":"519","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2023-08-31","intcode":"06","blocnote":"LNC Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T15:51:00-05:00","canceldate":"2023-11-02","new_member_date_2":"2022-09-07","temp_do_id_for_auto_old_do_id":"L25C05558","temp_intcode_for_auto_old_int_code":"6","province":"ON","last_act_type":"2022-07-09","pcl_status":"F","pcl_completion_date":"2022-12-25","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"denis@spray-net.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"46164","email":"eyaceyko@ecsrd.ca","first_name":"Evelyn","last_name":"Yaceyko","phone":"7809625627","orgname":"Evergreen Catholic Separate School Division","customer_acct_name":"Evergreen Catholic Separate School Division","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"73024","full_name":"Evelyn Yaceyko","members_type":"CORP","paid_thru":"2024-10-31","organization_id":"34907","trc":"False","wera":"False","province":"AB","language":"English","corp_cancel_date":"2025-01-07","do_id":"L25O4446","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":"L25O4446","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"eyaceyko@ecsrd.ca","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","company_paid_thru":"2024-10-31","blocnote":"May 28 ask for Roseann","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42209","email":"no-email7@ler.com","first_name":"Laurie","last_name":"Owens","phone":"6037922064","orgname":"","customer_acct_name":"","tags":"LER_dummy, TMAI","ip4":"10.13.140.65","fields":{"members_type":"AST","full_name":"Laurie Owens","time_zone":"3","do_id":"L25A01899","language":"English","individual_id":"221456","phone_2":"7065481128","area_code":"204","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"0","blocnote":"Oct 8 2025 she doesnt work there anymore\n2026 May 08 voicemail reached, no human interaction\n2026 May 08 reached voicemail of RM of Whitehead, no human contact\n2026 May 11 call reached automated system and agent asked for Laurie Owens but call ended early\n2026 May 13 call reached voicemail, no human contact\n2026 May 13 call reached automated system for RM of Whitehead, no human reached\n2026 May 15 call reached automated system, no human contact\n2026 May 19 reached voicemail, no human interaction\n2026 May 19 call reached automated system, no human answered\n2026 May 21 spoke with Christine; Laurie no longer works there","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:12:02-04:00","placeholder_email_change_date":"2025-08-28T12:43:52-04:00","regular_email_change_date":"2025-08-28T12:43:52-04:00","canceldate":"2023-02-02","new_member_date_2":"2013-12-19","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25A01899","temp_intcode_for_auto_old_int_code":"08","province":"MB","pds_august":"5","last_act_type":"2022-10-13","old_int_code":"08","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"no-email7@ler.com","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30","called_by":"Tri","aitm_status_called":"2026-05-21T12:12:02-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"9","npi_transcriptsummary":"The agent called the RM of Whitehead and spoke with Christine, who informed that Laurie no longer works there. The agent asked for Laurie's new contact information but did not receive it and ended the call politely.","aitm_callsummarytitle":"Contact no longer at organization","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_75137be4a649db679803ce6dbe4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_75137be4a649db679803ce6dbe4","mini_nps":"3","number_of_calls_reached":"5","onesentencenotrenewed":"No contact was reached; voicemail was left.","initialvalue":"Other","othermemberbenefit":"No contact was reached; voicemail was left.","astotherreasonsnottorenew":"No contact was reached; voicemail was left.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"38045","email":"grace.st.eloi@shaw.ca","first_name":"Linda","last_name":"St-Eloi","phone":"7784753282","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Linda Grace St-Eloi","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"778","members_type":"CAND","new_member_date_2":"2023-11-27","phone_2":"7784753282","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"331634","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"LB2505273","last_act_type":"2023-11-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2026 Not interested in being a member any more.","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T16:39:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C04461","do_id":"LB2505273","npi_email_temp":"grace.st.eloi@shaw.ca","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"42073","email":"no-email184@ler.com","first_name":"Debra","last_name":"Norman","phone":"6037922064","orgname":"Cardinal Bookkeeping & Payroll Services","customer_acct_name":"Cardinal Bookkeeping & Payroll Services","tags":"LER_dummy, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","time_zone":"1","do_id":"L25A01872","language":"English","individual_id":"311332","area_code":"902","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2023-05-02","new_member_date_2":"2022-03-22","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25A01872","province":"NS","last_act_type":"2023-08-05","full_name":"Debra Norman","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"number out of service\n2026-05-08 Dial no answer, phone: +19029439444\n2026-05-11 Dial no answer, phone: +19029439444\n2026-05-13 Dial no answer, phone: +19029439444\n2026-05-15 Dial no answer, phone: +19029439444\n2026 May 21 call reached a number not in service","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T13:12:04-04:00","intcode":"0","temp_intcode_for_auto_old_int_code":"08","old_int_code":"08","npi_email_temp":"no-email184@ler.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-21T13:12:04-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fecddb2d9f670b2989aae4b5f9b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fecddb2d9f670b2989aae4b5f9b","npi_transcriptsummary":"The call was made to a number that is not in service, resulting in no conversation with a human contact.","aitm_callsummarytitle":"Call to invalid number","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","number_of_calls_reached":"1","phone_2":"7065481128"}},"seriesid":"163"}
{"contact":{"id":"37906","email":"llamos.rachel@yahoo.com","first_name":"Rachel","last_name":"Acquiat","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Rachel Acquiat","language":"English","canceldate":"2024-06-04","time_zone":"4","area_code":"587","members_type":"CAND","new_member_date_2":"2023-04-11","phone_2":"5879368469","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323694","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03509","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":"2025-12-11T15:44:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"llamos.rachel@yahoo.com","pipeline_2_members_only_ast":"","old_int_code":"06","date_of_renewal_identification":"","old_do_id":"L25C03509","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"41216","email":"nayomi8899@gmail.com","first_name":"Nayomi","last_name":"Pathiranage","phone":"4169436932","orgname":"Canadian Investment Regulatory Organization (CIRO)","customer_acct_name":"Canadian Investment Regulatory Organization (CIRO)","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"296197","full_name":"Nayomi Pathiranage, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2021-01-04","coidnewmbrdate":"2011-10-14","city_1":"Mississauga","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4375662060","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T15:38:00-05:00","temp_do_id_for_auto_old_do_id":"LB2506599","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2027-04-30","organization_id":"169768","cert_status":"ACTIVE","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-12-14","cpa_certification":"PCP","last_act_type":"2026-12-03","last_infoline_date_type":"2025-10-21","company_paid_thru":"2026-09-30","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","old_int_code":"06","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","old_do_id":"L25P01899","npi_email_temp":"nayomi8899@gmail.com","pcl_completion_date_5":"2026-05-25","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"43013","email":"sumit25dey@gmail.com","first_name":"Sumit","last_name":"Dey","phone":"7054910126","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"354017","full_name":"Sumit Dey","members_type":"CAND","new_member_date_2":"2025-08-20","city_1":"Mississauga","province":"ON","language":"English","area_code":"705","lead_status":"Renewed Lapsed","phone_2":"7054910126","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":"LB2507363","last_act_type":"2025-08-20","pcl_status":"F","number_of_passed_courses":"0","pcl_completion_date":"2025-11-18","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","old_do_id":"L25C05804","npi_email_temp":"sumit25dey@gmail.com","pcl_completion_date_5":"2030-11-18","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
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{"contact":{"id":"46047","email":"aoliver@novatrucks.ca","first_name":"Allissa","last_name":"Oliver","phone":"9024683254","orgname":"Nova Truck Centres","customer_acct_name":"Nova Truck Centres","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"330288","full_name":"Allissa Oliver","members_type":"CORP","paid_thru":"2025-09-30","organization_id":"274370","trc":"False","wera":"False","province":"NS","language":"English","corp_cancel_date":"2025-12-02","do_id":"L25O4425","number_of_passed_courses":"0","time_zone":"1","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4425","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"aoliver@novatrucks.ca","formatted_paid_thru":"30\/09\/2025","company_paid_thru":"2025-09-30","latest_paid_thru":"2025-09-30","ln_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38840","email":"impot.karam@gmail.com","first_name":"Loubna","last_name":"Karam","phone":"5142248987","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Loubna Karam","language":"French","canceldate":"2024-05-02","time_zone":"2","area_code":"514","members_type":"CAND","new_member_date_2":"2023-03-29","phone_2":"5142248987","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322508","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03383","last_act_type":"2023-09-14","pcl_status":"P","pcl_completion_date":"2023-07-11","pf1_status":"P","pf1_completion_date":"2023-12-18","number_of_passed_courses":"2","intcode":"21","blocnote":"lnc. 5 nov 2025 bv\r\n11 nov 2025 bv\r\n12 nov 2025 bv\r\n20 nov 2025 bv\r\n24 nov 2025 demande a \u00eatre rappeler 3 hrs","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:05:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"impot.karam@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03383","pcl_completion_date_5":"2028-07-11","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"contact":{"id":"37915","email":"djpetalio@gmail.com","first_name":"Dorothy","last_name":"Petalio","phone":"5818833419","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Dorothy Joy Petalio","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"581","members_type":"CAND","do_id":"L25C04213","new_member_date_2":"2023-09-11","phone_2":"5818833419","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329203","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04213","last_act_type":"2023-11-09","pcl_status":"F","pcl_completion_date":"2023-12-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T08:56:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"djpetalio@gmail.com","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"42215","email":"no-email10@ler.com","first_name":"Debbie","last_name":"Clouthier","phone":"","orgname":"","customer_acct_name":"","tags":"LER_dummy, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Debbie Clouthier","time_zone":"2","do_id":"L25A01901","language":"English","individual_id":"272312","phone_2":"2267066447","area_code":"226","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2023-04-04","new_member_date_2":"2019-02-13","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A01901","province":"ON","last_infoline_date_type":"2022-09-14","last_act_type":"2023-04-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email10@ler.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:52:39-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:48-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_abd929217d34a623707b1d2a796","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_abd929217d34a623707b1d2a796"}},"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","old_do_id":"L25C05821","npi_email_temp":"amann.0007ak@gmail.com","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"43086","email":"mcarmona.veliz@gmail.com","first_name":"Marisol","last_name":"Carmona","phone":"8889498601","orgname":"Petal Solutions Inc.","customer_acct_name":"Petal Solutions Inc.","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"354100","full_name":"Marisol Carmona","members_type":"CAND","city_1":"Ste-Catherien-de-la-Jacques-Cartier","province":"QC","language":"French","area_code":"514","lead_status":"Renewed Lapsed","phone_2":"5143718673","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2506354","new_member_date_2":"2025-08-25","paid_thru":"2026-07-31","last_act_type":"2026-04-17","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","old_do_id":"L25C05880","npi_email_temp":"mcarmona.veliz@gmail.com","pcl_completion_date_5":"2030-12-02","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","last_infoline_date_type":"2026-04-17"}},"seriesid":"163"}
{"contact":{"id":"42206","email":"no-email121@ler.com","first_name":"Tracy","last_name":"Hubbel","phone":"7809925779","orgname":"","customer_acct_name":"","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Tracy Hubbel, CPHR","time_zone":"4","do_id":"L25O01180","language":"English","individual_id":"14451","area_code":"780","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","temp_do_id_for_auto_old_do_id":"L25O01180","last_act_type":"2025-08-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email121@ler.com"}},"seriesid":"163"}
{"contact":{"id":"46017","email":"shannon.wallington@andersonassociates.pro","first_name":"Shannon","last_name":"Wallington","phone":"2507245717","orgname":"R. Anderson & Associates Inc.","customer_acct_name":"R. Anderson & Associates Inc.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"294162","full_name":"Shannon Wallington","members_type":"CORP","paid_thru":"2025-01-31","phone_2":"7784214726","organization_id":"279569","pcl_status":"P","pcl_completion_date":"2021-07-05","trc":"True","wera":"False","province":"BC","last_act_type":"2021-12-08","language":"English","corp_cancel_date":"2025-04-02","do_id":"L25O3627","number_of_passed_courses":"1","time_zone":"5","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25O3627","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"shannon.wallington@andersonassociates.pro","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41282","email":"sadiajaffer@gmail.com","first_name":"Syeda","last_name":"Jaffer","phone":"4164398668","orgname":"Oxford College of Arts, Business and Technology","customer_acct_name":"Oxford College of Arts, Business and Technology","tags":"WR250813","ip4":"0.0.0.0","fields":{"individual_id":"343975","full_name":"Syeda Sadia Jaffer","members_type":"CAND","lead_status":"Lapsed Member","new_member_date_2":"2025-01-08","city_1":"Markham","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"6479756233","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25C08802","cert_status":"PENDING","cpa_certification":"PCP","last_act_type":"2025-11-08","pcl_status":"P","pcl_completion_date":"2025-03-17","pf1_status":"P","pf1_completion_date":"2025-02-10","pf2_status":"P","pf2_completion_date":"2025-03-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-06-12","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","do_id":"L25C08802","old_do_id":"LB2507050","npi_email_temp":"sadiajaffer@gmail.com","ln_entered_date":"2026-02-02","canceldate":"2026-03-03","pcl_completion_date_5":"2030-03-17","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"39540","email":"antonella_cosentino@hotmail.com","first_name":"Antonella","last_name":"Saunders","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Antonella Saunders","language":"English","canceldate":"2025-02-04","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"PRO","do_id":"L25P00867","new_member_date_2":"2013-12-09","cert_status":"WITHDRAWN","phone_2":"4165202486","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"221377","intcode":"02","blocnote":"JUne 26 2025 vm\n2026 May 13 - Contact agreed to renew; email sent to antonella_cosentino@hotmail.com - Contact ID 39540","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T09:35:07-04:00","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25P00867","temp_intcode_for_auto_old_int_code":"02","last_infoline_date_type":"2019-07-17","last_act_type":"2026-01-29","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":"2014-11-19","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"antonella_cosentino@hotmail.com","pcl_completion_date_5":"2019-04-23","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","thewithdrawaldate":"2025-02-04","aitm_status_called":"2026-05-13T10:56:44-04:00","number_of_call_attempts":"0","sendapplicationform":"2026-05-13T10:59:00-04:00","thewithdrawaldate_3_years":"2028-02-04","npi_transcriptsummary":"Agent confirmed Antonella's lapsed Professional membership, recorded her reasons and survey responses, and Antonella agreed to renew; agent sent the renewal procedure email to antonella_cosentino@hotmail.com.","aitm_callsummarytitle":"Renewal agreed \u2014 email sent","notrenewedwanttorenew":"Yes","mini_nps":"4","initialvalue":"Career","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","session_id":"call_e48966a847248addcabd1eea1eb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e48966a847248addcabd1eea1eb","number_of_calls_reached":"1","last_engaged_date":"2026-05-19"}},"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, TMAI","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":"15","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.\n2026 May 25 agent reached Ripal, call ended early without completing survey","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:08-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25P01281","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2024-02-29","thewithdrawaldate":"2024-05-02","aitm_status_called":"2026-05-25T14:07:08-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Ripal and introduced herself, mentioning the lapsed professional membership and the intent to ask questions about the membership experience. The user responded but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call ended early after introduction","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"3","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_82fcafeaecd68adef09758e6f74","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_82fcafeaecd68adef09758e6f74","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"40771","email":"choney@jnewelding.com","first_name":"Claire","last_name":"Honey","phone":"3062420884","orgname":"JNE Welding","customer_acct_name":"JNE Welding","tags":"WR250521, npiAlert14, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Claire Honey","members_type":"CORP","coidnewmbrdate":"2028-03-13","city_1":"Saskatoon","province":"SK","origin":"Lapsed Members","found":"DO4 Company","lead_status":"Lapsed DEL","date_of_renewal_identification":"2026-05-26","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"213284","individual_id":"196835","time_zone":"3","area_code":"306","temp_do_id_for_auto_old_do_id":"LB2504750","language":"English","extension_phone_1":"299","last_act_type":"2025-05-16","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":"LB2504750","old_do_id":"L25O00844","npi_email_temp":"choney@jnewelding.com","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"43147","email":"paige.js@live.com","first_name":"Paige","last_name":"Stevenson","phone":"2507224315","orgname":"Harmac Pacific","customer_acct_name":"Harmac Pacific","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":"285546","full_name":"Paige Stevenson","members_type":"PRO","canceldate":"2025-09-03","new_member_date_2":"2024-07-04","paid_thru":"2025-06-30","cert_status":"WITHDRAWN","province":"BC","cpa_certification":"PCP","language":"English","phone_2":"6042093095","time_zone":"5","do_id":"L25P02398","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":"L25P02398","old_do_id":"LB2504136","intcode":"10","blocnote":"LN \/ 20 September 2025 VM\n2026 May 25 callback scheduled for Wednesday at 5 PM on cell phone - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:07-04:00","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2025-02-12","pcl_status":"P","pcl_completion_date":"2020-05-31","pf1_status":"P","pf1_completion_date":"2021-01-24","pf2_status":"P","pf2_completion_date":"2021-04-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-06-22","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"EXEMPTED","npi_email_temp":"paige.js@live.com","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","thewithdrawaldate":"2025-09-03","aitm_status_called":"2026-05-25T14:07:07-04:00","number_of_call_attempts":"1","npi_call_back_date_and_time":"2026-05-29T17:00:00-04:00","npi_call_back_time_hour":"17","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent contacted Paige to discuss her lapsed Professional membership but she indicated it was not a good time to talk. A callback was scheduled for Wednesday at 5 PM on her cell phone, and the call ended amicably.","aitm_callsummarytitle":"Callback Scheduled for Membership Renewal Discussion","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not available to discuss renewal and requested a callback.","initialvalue":"Other","othermemberbenefit":"Not specified","old_int_code":"06","prootherreasonsnottorenew":"Not specified during call","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b19cead903fe62fd0cd5fffc3dd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b19cead903fe62fd0cd5fffc3dd","number_of_total_call_attempts":"1"}},"seriesid":"163"}
{"contact":{"id":"46168","email":"andrea@fairfieldwatson.com","first_name":"Andrea","last_name":"Holmberg","phone":"4032627278","orgname":"Fairfield Watson Inc.","customer_acct_name":"Fairfield Watson Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"274461","full_name":"Andrea Holmberg","members_type":"CORP","paid_thru":"2024-02-29","organization_id":"274460","trc":"False","wera":"False","province":"AB","last_act_type":"2022-11-15","language":"English","last_infoline_date_type":"2022-11-15","corp_cancel_date":"2024-05-02","do_id":"L25O3132","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3132","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"andrea@fairfieldwatson.com","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","company_paid_thru":"2024-02-29","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42203","email":"no-email4@ler.com","first_name":"Mike","last_name":"Dickson","phone":"","orgname":"","customer_acct_name":"","tags":"LER_dummy, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"members_type":"PRO","full_name":"Mike Dickson","time_zone":"2","do_id":"L25P02036","language":"English","individual_id":"197407","phone_2":"9058099858","area_code":"905","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2023-12-19","new_member_date_2":"2020-01-02","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25P02036","cert_status":"WITHDRAWN","province":"ON","cpa_certification":"PCP","last_act_type":"2025-07-30","pcl_status":"P","pcl_completion_date":"2012-05-15","pf1_status":"P","pf1_completion_date":"2012-05-29","pf2_status":"P","pf2_completion_date":"2012-06-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-07-03","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"no-email4@ler.com","pcl_completion_date_5":"2017-05-15","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","thewithdrawaldate":"2023-12-19","aitm_status_called":"2026-05-25T13:32:06-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:06-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was not answered by a human and went to voicemail.","aitm_callsummarytitle":"Voicemail reached, no contact","blocnote":"2026 May 25 call reached voicemail","notrenewedwanttorenew":"No","intcode":"06","npi_voicemaildetection":"Yes","ivrdetector":"Yes","temp_intcode_for_auto_old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6b750845c6c8b2ac26c287e1a03","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6b750845c6c8b2ac26c287e1a03"}},"seriesid":"163"}
{"contact":{"id":"37478","email":"lauraelizabeth785@gmail.com","first_name":"Laura","last_name":"Poore","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Laura Poore","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C00910","new_member_date_2":"2019-04-22","phone_2":"5198202815","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"275252","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C00910","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-03-27","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","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"lauraelizabeth785@gmail.com","pcl_completion_date_5":"2024-12-03","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"38030","email":"jenniesisjocson@yahoo.com","first_name":"Jenniesis","last_name":"Salud","phone":"3062405287","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jenniesis Salud","language":"English","canceldate":"2023-12-02","time_zone":"3","area_code":"306","members_type":"CAND","new_member_date_2":"2022-10-13","phone_2":"3062405287","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"317455","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"LB2505593","last_act_type":"2022-03-10","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03009","temp_intcode_for_auto_old_int_code":"21","pcl_status":"P","pcl_completion_date":"2023-02-26","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"F","pf2_completion_date":"2023-07-26","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2505593","npi_email_temp":"jenniesisjocson@yahoo.com","pcl_completion_date_5":"2028-02-26","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"39581","email":"sandrahermenegildo@yahoo.ca","first_name":"Sandra","last_name":"Hermenegildo","phone":"4162212751","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Sandra Maria Freitas Hermenegildo","language":"English","canceldate":"2024-08-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"PRO","do_id":"L25P00871","new_member_date_2":"2015-01-02","cert_status":"WITHDRAWN","phone_2":"4168368103","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"221566","intcode":"02","blocnote":"June 27 2025 line busy\r\nSept 9 2025 line busy\n2026-05-25 invalid phone destination, phone: +14162212751\n2026 May 25 contact wants to renew but has financial difficulties; renewal email sent - NPI# 39581","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:10-04:00","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25P00871","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2024-10-31","pcl_status":"P","pcl_completion_date":"2014-02-11","pf1_status":"P","pf1_completion_date":"2014-03-10","pf2_status":"P","pf2_completion_date":"2014-05-12","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":"sandrahermenegildo@yahoo.ca","pcl_completion_date_5":"2019-02-11","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","thewithdrawaldate":"2024-08-02","aitm_status_called":"2026-05-25T12:37:05-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Positive","old_int_code":"08","retell_call_status":"ended","session_id":"call_9c0ba3ab411fb736214892aca74","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9c0ba3ab411fb736214892aca74","number_of_total_call_attempts":"2","sendapplicationform":"2026-05-25T12:41:00-04:00","thewithdrawaldate_3_years":"2027-08-02","npi_transcriptsummary":"The agent confirmed the contact's identity and discussed the lapsed NPI Professional membership. The user expressed financial difficulties as the reason for not renewing but showed interest in receiving renewal information. The agent sent the renewal application form via email and concluded the call positively.","aitm_callsummarytitle":"Renewal Information Sent After Financial Difficulty Explanation","notrenewedwanttorenew":"Yes","mini_nps":"5","onesentencenotrenewed":"I really wish to renew it, but I was with the financial problems and couldn't pay for the membership.","initialvalue":"Career","age_range":"46-60","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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":"2024-12-11","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","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"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":"2022-01-10","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","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"43072","email":"l.teichroeb@hotmail.ca","first_name":"Louanne","last_name":"Teichroeb","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"342628","full_name":"Louanne Teichroeb","members_type":"CAND","new_member_date_2":"2025-08-22","city_1":"London","province":"ON","language":"English","area_code":"226","lead_status":"Renewed Lapsed","phone_2":"2266260934","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":"LB2505980","last_act_type":"2025-08-22","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","old_do_id":"L25C05865","npi_email_temp":"l.teichroeb@hotmail.ca","pcl_completion_date_5":"2030-12-02","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"44621","email":"nguyenthuthao0802@gmail.com","first_name":"Thu","last_name":"Nguyen","phone":"","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"343822","full_name":"Thu Thao Nguyen","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-25","paid_thru":"2025-09-30","phone_2":"6049169351","pcl_status":"F","pcl_completion_date":"2025-02-03","trc":"False","wera":"False","province":"BC","last_act_type":"2024-10-24","language":"English","do_id":"L25C8432","lead_status":"Lapsed Member","time_zone":"5","number_of_passed_courses":"0","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8432","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"nguyenthuthao0802@gmail.com","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"39046","email":"sambhavhrm@gmail.com","first_name":"Kumar","last_name":"Kashyap","phone":"2368620511","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Kumar Sambhav Kashyap","language":"English","canceldate":"2024-08-02","time_zone":"5","area_code":"236","members_type":"CAND","do_id":"L25C03839","new_member_date_2":"2023-06-23","phone_2":"2368620511","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326341","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03839","last_act_type":"2023-06-23","pcl_status":"F","pcl_completion_date":"2023-11-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T13:06:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"sambhavhrm@gmail.com","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"40818","email":"mbastien@masonite.com","first_name":"Martine","last_name":"Bastien","phone":"8195831550","orgname":"Industries Manufacturieres Megantic Inc","customer_acct_name":"Industries Manufacturieres Megantic Inc","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"19207","full_name":"Martine Bastien","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O00947","organization_id":"12081","coidnewmbrdate":"1997-03-31","city_1":"Piopolis","province":"QC","language":"French","phone_2":"8195835153","extension_phone_1":"251","area_code":"819","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":"L25O00947","pds_august":"6","pds_september":"6","last_infoline_date_type":"2025-03-18","last_conf_date_type":"2015-06-02","last_act_type":"2025-03-18","number_of_passed_courses":"0","pds_october":"6","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T13:42:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"mbastien@masonite.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39453","email":"jamesrobertmarion@gmail.com","first_name":"James","last_name":"Marion","phone":"7053214450","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"James Marion","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"705","members_type":"CAND","do_id":"L25C04101","new_member_date_2":"2023-09-28","phone_2":"7053214450","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328281","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04101","last_act_type":"2025-02-28","pcl_status":"P","pcl_completion_date":"2024-01-22","pf1_status":"F","pf1_completion_date":"2024-05-28","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 18 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T08:54:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"jamesrobertmarion@gmail.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"38976","email":"gracie.chiang2023@gmail.com","first_name":"Yi","last_name":"Jiang","phone":"8610000000000","orgname":"","customer_acct_name":"","tags":"International Phone","ip4":"127.0.0.1","fields":{"full_name":"Yi Jiang","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"861","members_type":"CAND","new_member_date_2":"2023-05-15","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"324745","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"LB2505281","phone_2":"86137778","extension_phone_2":"6812","last_act_type":"2023-07-30","old_do_id":"L25C07965","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-08-23","pf2_status":"P","pf2_completion_date":"2023-11-27","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"gracie.chiang2023@gmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"40719","email":"jennifer.coburn@malteurop.com","first_name":"Jennifer","last_name":"Coburn","phone":"4146490224","orgname":"Malteurop Canada LTD","customer_acct_name":"Malteurop Canada LTD","tags":"payroll.ca visited, 250620 phone cannot be recovered, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"350389","full_name":"Jennifer Coburn","lead_status":"Member","do_id":"AST1954","members_type":"AST","new_member_date_2":"2025-05-01","city_1":"West Allis","province":"WI","language":"English","time_zone":"3","area_code":"414","pipeline_2_members_only_ast":"Pre-membership expiration","last_engaged_date":"2025-05-29","resources_tools_may":"3","pipeline_1_lapsed_members":"","blocnote":"June 11 2025 vm","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T10:45:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","temp_do_id_for_auto_old_do_id":"AST1954","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2025-01-05","telemarketing_call_date":"2025-06-17","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:51-05:00","npi_email_temp":"jennifer.coburn@malteurop.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30"}},"seriesid":"163"}
{"contact":{"id":"42003","email":"NO-EMAIL2@LER.com","first_name":"Donna","last_name":"Byron","phone":"4032318900","orgname":"Brookfield Residential","customer_acct_name":"Brookfield Residential","tags":"LER_dummy, NPI LN sent to TM, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Donna Byron","time_zone":"1","do_id":"L25C05415","language":"English","area_code":"403","lead_status":"Lapsed DEL","pipeline_1_lapsed_members":"Non-mailable Lapsed members","temp_do_id_for_auto_old_do_id":"L25C05415","npi_email_temp":"NO-EMAIL2@LER.com"}},"seriesid":"163"}
{"contact":{"id":"40814","email":"saiteja.pemmaraju88@gmail.com","first_name":"Sai","last_name":"Teja","phone":"7789192444","orgname":"Michael Smith Health Research BC","customer_acct_name":"Michael Smith Health Research BC","tags":"npiAlert13, 250903 Update Lapsed from Mem portal","ip4":"0.0.0.0","fields":{"individual_id":"336618","full_name":"Sai Teja","members_type":"CAND","lead_status":"Renewed Lapsed","city_1":"Vancouver","province":"BC","language":"English","phone_2":"7789192444","area_code":"778","time_zone":"5","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"L25C04994","new_member_date_2":"2024-04-15","paid_thru":"2027-02-28","last_infoline_date_type":"2026-03-16","last_act_type":"2026-05-19","pcl_status":"F","pcl_completion_date":"2024-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","sendapplicationform":"2025-11-27T18:48:00-05:00","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T18:49:00-05:00","intcode":"99","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"saiteja.pemmaraju88@gmail.com","date_of_renewal_identification":"2026-03-07","old_int_code":"24","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"37923","email":"sbeamer@mcsnet.ca","first_name":"Darlene","last_name":"Beamer","phone":"7809917168","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Darlene Beamer","language":"English","canceldate":"2024-01-05","cpa_certification":"CPM","time_zone":"4","area_code":"780","members_type":"PRO","do_id":"L25P00480","new_member_date_2":"2012-11-21","pds_april":"14","cert_status":"WITHDRAWN","phone_2":"7809917168","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"76798","intcode":"01","blocnote":"June 16 2025 Survey completed She is retired.","dhmsfin_telemarketing_last_contacted_date":"2025-06-16T16:17:00-04:00","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","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am retired.","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"The timing of events were always at month end, so I could not attend.","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":"14","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25P00480","temp_intcode_for_auto_old_int_code":"1","pds_august":"14","pds_september":"14","last_infoline_date_type":"2021-10-20","last_conf_date_type":"2021-06-09","last_act_type":"2024-04-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-01-14","number_of_passed_courses":"1","pds_october":"14","trc":"False","wera":"False","pds_november":"14","npi_email_temp":"sbeamer@mcsnet.ca","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"38939","email":"kathy_cordonier@yahoo.ca","first_name":"Katherine","last_name":"Cordonier","phone":"6047815591","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Katherine Cordonier","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"604","members_type":"CAND","new_member_date_2":"2023-04-27","phone_2":"6047815591","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322603","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03395","last_act_type":"2023-08-27","pcl_status":"P","pcl_completion_date":"2023-08-27","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T13:55:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"kathy_cordonier@yahoo.ca","pcl_completion_date_5":"2028-08-27","pipeline_2_members_only_ast":"","old_int_code":"06","date_of_renewal_identification":"","old_do_id":"L25C03395","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"39919","email":"gigim.vancouver@gmail.com","first_name":"Gigi","last_name":"Mercado","phone":"6046282782","orgname":"Alexander Holburn Beaudin","customer_acct_name":"Alexander Holburn Beaudin","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Gigi Mercado","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P00653","new_member_date_2":"2012-02-23","cert_status":"WITHDRAWN","phone_2":"7783853778","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"157069","intcode":"06","blocnote":"July 3 2025 vm\r\n24 September 2025 VM\n2026 May 12 - Reached voicemail for Gigi Merkai, no message left\n2026 May 12 - Reached voicemail, no message left\n2026 May 14 - Reached voicemail, no message left\n2026 May 14 - Reached voicemail; no live contact.\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no human answer\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:09-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25P00653","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-10-05","last_act_type":"2024-07-31","pcl_status":"P","pcl_completion_date":"2009-09-16","pf1_status":"P","pf1_completion_date":"2009-10-02","pf2_status":"P","pf2_completion_date":"2010-02-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-03-05","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"gigim.vancouver@gmail.com","pcl_completion_date_5":"2014-09-16","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","thewithdrawaldate":"2024-05-02","aitm_status_called":"2026-05-21T12:47:10-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was made but reached voicemail immediately without any conversation.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No contact reached; voicemail only.","initialvalue":"Other","othermemberbenefit":"Not applicable - voicemail","prootherreasonsnottorenew":"No interaction; voicemail reached.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_adbccc08ec2dd21bf596e837e72","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_adbccc08ec2dd21bf596e837e72","concernquestion":"No concerns or questions were raised; voicemail reached.","number_of_total_call_attempts":"7"}},"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":"2023-12-09","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","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"39890","email":"richardqunli@hotmail.com","first_name":"Qun","last_name":"Li","phone":"6046754000","orgname":"Provincial Health Services Authority","customer_acct_name":"Provincial Health Services Authority","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Qun Li","language":"English","canceldate":"2024-07-29","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2023-09-05","phone_2":"6042906286","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"328752","organization_id":"241256","pipeline_2_members_only_ast":"","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2506967","old_do_id":"LB2506967","last_infoline_date_type":"2023-10-17","last_act_type":"2024-07-29","company_paid_thru":"2027-01-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-01-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-03-01","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"richardqunli@hotmail.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"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, TMAI","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\n2026 May 08 call reached wrong contact, no Kenzy at this number","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T14:01:47-04:00","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":"08","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":"2023-02-06","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","latest_paid_thru":"2022-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T14:01:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called asking for Kenzy but was informed that Kenzy was not available at the number reached. The call ended shortly after with no further conversation or renewal discussion.","aitm_callsummarytitle":"Wrong Contact - No Kenzy at Number","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_76e2e5494b49e0b64980f9c52c6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_76e2e5494b49e0b64980f9c52c6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"38892","email":"ashtwiner@gmail.com","first_name":"Ashley","last_name":"Twiner","phone":"4163204139","orgname":"BGIS Global Integrated Solutions","customer_acct_name":"BGIS Global Integrated Solutions","tags":"npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Ashley Twiner, PCP","language":"English","canceldate":"2024-07-26","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"PRO","new_member_date_2":"2017-02-24","cert_status":"SUSPENDED","phone_2":"2893852042","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"211374","intcode":"03","blocnote":"June 23 2025 She said she is part of company membership.\n2026 May 25 contact informed Ashley no longer with company, call ended without renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T10:37:03-04:00","old_int_code":"99","date_of_renewal_identification":"","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"L25P03168","temp_intcode_for_auto_old_int_code":"03","last_act_type":"2026-05-21","company_paid_thru":"2026-06-30","pcl_status":"P","pcl_completion_date":"2013-06-06","pf1_status":"P","pf1_completion_date":"2014-06-27","pf2_status":"P","pf2_completion_date":"2015-06-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-07-20","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","do_id":"L25P03168","old_do_id":"LB2504408","npi_email_temp":"ashtwiner@gmail.com","pcl_completion_date_5":"2018-06-06","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","pipeline_2_members_only_ast":"","ln_entered_date":"2026-05-21","called_by":"Tri","thewithdrawaldate":"2024-07-26","aitm_status_called":"2026-05-25T10:37:03-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Ashley regarding their National Payroll Institute membership but was informed by Kenzie that Ashley is no longer with the company. The agent was advised that someone else would handle the matter and to expect further calls.","aitm_callsummarytitle":"Contact Not Available - Ashley No Longer with Company","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5b74f78559f98a84062db9d1557","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5b74f78559f98a84062db9d1557","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37932","email":"mugenyia@gmail.com","first_name":"Annette","last_name":"Mugenyi","phone":"6476576632","orgname":"Veriday Inc.","customer_acct_name":"Veriday Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Annette Mugenyi","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C04215","new_member_date_2":"2023-09-12","phone_2":"6476576632","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329211","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04215","last_act_type":"2023-11-09","pcl_status":"F","pcl_completion_date":"2023-11-27","number_of_passed_courses":"0","trc":"False","wera":"False","sendapplicationform":"2025-11-27T08:58:00-05:00","blocnote":"Nov 27 2025 completed with renewal ( she forgot to renew)","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T09:00:00-05:00","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":"","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":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Advance","intcode":"02","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"02","npi_email_temp":"mugenyia@gmail.com","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"44628","email":"eric.joseph.lombardo@gmail.com","first_name":"Eric","last_name":"Lombardo","phone":"5148083395","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"343864","full_name":"Eric Lombardo","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-28","paid_thru":"2025-09-30","phone_2":"5148083395","pcl_status":"P","pcl_completion_date":"2025-02-03","trc":"True","wera":"False","province":"QC","last_act_type":"2024-10-26","language":"English","do_id":"L25C8439","lead_status":"Lapsed Member","time_zone":"2","number_of_passed_courses":"1","temp_do_id_for_auto_old_do_id":"L25C8439","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:50:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"eric.joseph.lombardo@gmail.com","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"42078","email":"no-email84@ler.com","first_name":"Payroll","last_name":"Department","phone":"5148444682","orgname":"Traductions Serge Belair","customer_acct_name":"Traductions Serge Belair","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Payroll Department","time_zone":"2","do_id":"L25O01147","language":"English","individual_id":"167155","area_code":"514","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O01147","province":"QC","organization_id":"154888","last_act_type":"2025-04-25","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"we need a name","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T09:56:00-05:00","intcode":"16","temp_intcode_for_auto_old_int_code":"16","old_int_code":"12","npi_email_temp":"no-email84@ler.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"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, 260522 Lapsed DEL","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":"LB2507759","old_int_code":"6","last_act_type":"2026-12-01","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","npi_email_temp":"zg_0330@hotmail.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39510","email":"m.andrade@sasktel.net","first_name":"Melissa","last_name":"Andrade","phone":"3067177364","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Melissa Andrade","language":"English","canceldate":"2024-10-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C04107","new_member_date_2":"2023-08-25","province":"SK","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328303","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04107","last_act_type":"2023-08-29","pcl_status":"F","pcl_completion_date":"2023-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T12:07:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"m.andrade@sasktel.net","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"37490","email":"kiera_doyle@icloud.com","first_name":"Kiera","last_name":"Doyle-Olien","phone":"2049187670","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Kiera Doyle-Olien","language":"English","canceldate":"2024-05-02","time_zone":"3","area_code":"204","members_type":"CAND","new_member_date_2":"2023-03-29","phone_2":"2049187670","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323272","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03460","last_act_type":"2023-07-14","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":"2025-11-26T14:05:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"kiera_doyle@icloud.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03460","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"contact":{"id":"42211","email":"no-email8@ler.com","first_name":"Shanna","last_name":"Ryan","phone":"6046716169","orgname":"","customer_acct_name":"","tags":"LER_dummy","ip4":"0.0.0.0","fields":{"members_type":"PRO","full_name":"Shanna Ryan","time_zone":"5","language":"English","individual_id":"243339","phone_2":"6046716169","area_code":"604","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-02T17:06:00-04:00","old_int_code":"16","notrenewedother":"Phone cannot be recovered","canceldate":"2023-10-03","new_member_date_2":"2022-08-10","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25P02037","temp_intcode_for_auto_old_int_code":"21","cert_status":"WITHDRAWN","province":"BC","cpa_certification":"PCP","pds_august":"1","last_infoline_date_type":"2021-12-14","last_act_type":"2024-01-01","pcl_status":"P","pcl_completion_date":"2016-11-27","pf1_status":"P","pf1_completion_date":"2017-12-03","pf2_status":"P","pf2_completion_date":"2018-11-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-08-24","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"no-email8@ler.com","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P02037","pcl_completion_date_5":"2021-11-27","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"42037","email":"no-email87@ler.com","first_name":"Yvette","last_name":"Young","phone":"5106673893","orgname":"Aryzta Limited","customer_acct_name":"Aryzta Limited","tags":"LER_dummy, NPI LN sent to TM, TMAI","ip4":"10.13.128.250","fields":{"members_type":"AST","time_zone":"5","do_id":"L25A01854","language":"English","individual_id":"261730","area_code":"510","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"06","blocnote":"Aug 26 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 voicemail reached, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no message left\n2026 May 19 reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T18:07:09-04:00","regular_email_change_date":"2025-08-26T12:26:54-04:00","placeholder_email_change_date":"2025-08-26T12:26:54-04:00","canceldate":"2021-05-04","new_member_date_2":"2018-03-16","paid_thru":"2021-02-28","temp_do_id_for_auto_old_do_id":"L25A01854","temp_intcode_for_auto_old_int_code":"6","province":"CA","last_infoline_date_type":"2020-10-11","last_act_type":"2022-08-11","full_name":"Yvette Young","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email87@ler.com","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-25T18:07:09-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call reached voicemail and the contact did not answer. No conversation took place.","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","session_id":"call_24d07d18d01d2212a66992171be","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_24d07d18d01d2212a66992171be"}},"seriesid":"163"}
{"contact":{"id":"42114","email":"no-email206@ler.com","first_name":"Nicole","last_name":"Glos","phone":"5193262373","orgname":"Erie Shores HealthCare","customer_acct_name":"Erie Shores HealthCare","tags":"LER_dummy","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Nicole Glos","time_zone":"2","language":"English","individual_id":"306362","phone_2":"5199844220","area_code":"519","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2024-03-02","new_member_date_2":"2025-08-05","paid_thru":"2026-07-31","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2506674","province":"ON","cert_status":"PENDING","cpa_certification":"PCP","last_infoline_date_type":"2024-01-17","last_act_type":"2025-08-13","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-09-26","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","old_do_id":"L25C05419","npi_email_temp":"no-email206@ler.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"46040","email":"jane@a-accounting.ca","first_name":"Heloise","last_name":"Schwan","phone":"5197618304","orgname":"A-Accounting Inc.","customer_acct_name":"A-Accounting Inc.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"268096","full_name":"Evgeniya Chizhova","members_type":"CORP","paid_thru":"2024-10-31","organization_id":"331358","trc":"False","wera":"False","province":"ON","last_act_type":"2023-11-16","language":"English","corp_cancel_date":"2025-01-07","do_id":"L25O3121","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3121","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"jane@a-accounting.ca","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","company_paid_thru":"2024-10-31","blocnote":"call back tomorrow","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43137","email":"jbuhs@cmiterminal.com","first_name":"Jacqueline","last_name":"Buhs","phone":"3068722777","orgname":"CMI Terminal Ltd.","customer_acct_name":"CMI Terminal Ltd.","tags":"250905 new mem portal, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"individual_id":"74556","full_name":"Jacqueline Buhs","members_type":"AST","new_member_date_2":"2004-05-11","paid_thru":"2026-04-30","province":"SK","language":"English","pds_august":"8","phone_2":"3062877995","time_zone":"3","do_id":"AST2189","lead_status":"Member","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Pre-membership expiration","blocnote":"Sept 9 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T12:31:00-04:00","intcode":"16","old_int_code":"12","temp_do_id_for_auto_old_do_id":"AST2189","temp_intcode_for_auto_old_int_code":"16","pds_september":"8","last_conf_date_type":"2015-06-02","last_act_type":"2026-01-16","company_paid_thru":"2026-08-31","telemarketing_call_date":"2025-09-09","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:57-05:00","pds_november":"8","npi_email_temp":"jbuhs@cmiterminal.com","apx_entered_date":"2026-03-16","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"39085","email":"samantha.sgh85@gmail.com","first_name":"Samaneh","last_name":"Ghooshkhaneh","phone":"6043519297","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Samaneh Ghooshkhaneh","language":"English","canceldate":"2025-01-10","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C04557","new_member_date_2":"2024-01-16","phone_2":"6043519297","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"332957","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25C04557","last_act_type":"2025-10-01","pcl_status":"P","pcl_completion_date":"2024-03-19","number_of_passed_courses":"1","intcode":"15","blocnote":"LNC Nov 17 2025 She said that she did not have the time for the courses and maybe she will email NPI if she decides to renew.","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T14:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"15","trc":"True","wera":"False","npi_email_temp":"samantha.sgh85@gmail.com","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"37356","email":"chakraborty31.madhu@gmail.com","first_name":"Madhumita","last_name":"Chakraborty","phone":"6476370485","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Madhumita Chakraborty","language":"English","canceldate":"2024-03-02","time_zone":"2","area_code":"647","members_type":"CAND","new_member_date_2":"2023-01-06","phone_2":"6476370485","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"320161","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C03200","last_act_type":"2023-05-01","pcl_status":"F","pcl_completion_date":"2023-04-02","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 26 November 2025 She was busy at work - call later","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:26:00-05:00","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":"L25C03200","npi_email_temp":"chakraborty31.madhu@gmail.com","pcl_completion_date_5":"2028-04-02","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"46024","email":"mtaylor@kwbllp.com","first_name":"Meghan","last_name":"Taylor","phone":"7804666204","orgname":"KWB LLP","customer_acct_name":"KWB LLP","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"339754","full_name":"Meghan Taylor","members_type":"CORP","paid_thru":"2025-06-30","organization_id":"339617","trc":"False","wera":"False","province":"AB","last_act_type":"2024-11-07","language":"English","corp_cancel_date":"2025-09-03","do_id":"L25O4157","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4157","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"mtaylor@kwbllp.com","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","company_paid_thru":"2025-06-30","blocnote":"May 25 vm","company_status":"I"}},"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","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":"2023-09-10","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","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"39543","email":"kcheungwz@gmail.com","first_name":"Wei","last_name":"Cheung","phone":"","orgname":"The Onni Group","customer_acct_name":"The Onni Group","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Wei Zhi Cheung","language":"English","canceldate":"2023-01-31","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P01248","new_member_date_2":"2018-12-05","cert_status":"WITHDRAWN","phone_2":"6043600984","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"269939","intcode":"21","blocnote":"June 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-26T13:45:00-04:00","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":"L25P01248","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-03-01","last_act_type":"2023-01-05","pcl_status":"P","pcl_completion_date":"2019-03-03","pf1_status":"P","pf1_completion_date":"2019-06-02","pf2_status":"P","pf2_completion_date":"2019-11-05","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","npi_email_temp":"kcheungwz@gmail.com","pcl_completion_date_5":"2024-03-03","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"44585","email":"tamarathebaker@gmail.com","first_name":"Tamara","last_name":"Nazarec","phone":"4166273817","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"330955","full_name":"Tamara Nazarec","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2023-10-30","paid_thru":"2025-09-30","phone_2":"4166273817","pcl_status":"P","pcl_completion_date":"2024-04-03","pf1_status":"P","pf1_completion_date":"2024-07-24","pf2_status":"P","pf2_completion_date":"2024-11-13","trc":"True","wera":"False","province":"ON","last_act_type":"2024-10-15","language":"English","last_infoline_date_type":"2024-07-31","do_id":"L25C8397","lead_status":"Lapsed Member","time_zone":"2","number_of_passed_courses":"3","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C8397","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC \/ 04 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T13:43:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"tamarathebaker@gmail.com","pcl_completion_date_5":"2029-04-03","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"37901","email":"rachelleeca@gmail.com","first_name":"Zhengyi","last_name":"Li","phone":"7807842420","orgname":"TPC Int'l Ltd.","customer_acct_name":"TPC Int'l Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Zhengyi Li","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"PRO","do_id":"L25P00728","new_member_date_2":"2011-09-21","pds_april":"12","cert_status":"WITHDRAWN","phone_2":"7803283599","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"190205","intcode":"16","blocnote":"June 16 2025 She no longer works there.\n2026 May 14 - Contact (Andrew Reddy) says Zhengyi Li no longer works here; no new contact info.\n2026 May 19 contact answered, informed Zhengyi Li no longer works here","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T13:12:02-04:00","old_int_code":"08","pds_july":"12","paid_thru":"2025-08-31","temp_do_id_for_auto_old_do_id":"L25P00728","temp_intcode_for_auto_old_int_code":"16","pds_august":"12","pds_september":"12","last_infoline_date_type":"2020-03-16","last_conf_date_type":"2020-06-17","last_act_type":"2025-01-09","pcl_status":"P","pcl_completion_date":"2012-01-18","pf1_status":"P","pf1_completion_date":"2012-10-26","pf2_status":"P","pf2_completion_date":"2013-03-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-11-29","number_of_passed_courses":"4","pds_october":"12","trc":"False","wera":"False","pds_november":"12","npi_email_temp":"rachelleeca@gmail.com","pcl_completion_date_5":"2017-01-18","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31","thewithdrawaldate":"2024-11-02","aitm_status_called":"2026-05-19T13:12:02-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Zhengyi Li but was informed by Edward Reddy that Zhengyi Li no longer works at the number called. The call ended shortly after this information was provided.","aitm_callsummarytitle":"Contact Not Available - No Longer Works Here","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_bcffb2123ba9e708bf94b9bc85a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bcffb2123ba9e708bf94b9bc85a","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"37944","email":"mcdonaldemilyjean@gmail.com","first_name":"Emily","last_name":"McDonald","phone":"4168207286","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Emily McDonald","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2023-05-26","phone_2":"4168207286","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"325461","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03717","last_act_type":"2023-09-09","pcl_status":"F","pcl_completion_date":"2023-11-27","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T09:28:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"mcdonaldemilyjean@gmail.com","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03717","ln_entered_date":"2026-05-27"}},"seriesid":"163"}
{"contact":{"id":"39029","email":"michaelchan268@yahoo.ca","first_name":"Wai","last_name":"Chan","phone":"6042711988","orgname":"KINGCOME SERVICES COMPANY","customer_acct_name":"KINGCOME SERVICES COMPANY","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Wai Ming (Michael) Chan","language":"English","canceldate":"2023-05-02","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P00567","new_member_date_2":"2010-03-19","pds_april":"15","cert_status":"WITHDRAWN","phone_2":"6042711988","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"118550","intcode":"05","blocnote":"June 23 2025 no answer\r\nSept 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T16:54:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"15","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25P00567","temp_intcode_for_auto_old_int_code":"5","pds_august":"15","pds_september":"15","last_act_type":"2023-01-08","pcl_status":"P","pcl_completion_date":"2007-10-22","pf1_status":"P","pf1_completion_date":"2007-11-13","pf2_status":"P","pf2_completion_date":"2008-02-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-12-05","number_of_passed_courses":"4","pds_october":"15","trc":"False","wera":"False","pds_november":"15","npi_email_temp":"michaelchan268@yahoo.ca","pcl_completion_date_5":"2012-10-22","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"41277","email":"aparna1014@gmail.com","first_name":"Aparna","last_name":"Srivastava","phone":"9058228075","orgname":"Bayshore Health Care Ltd.","customer_acct_name":"Bayshore Health Care Ltd.","tags":"NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"308492","full_name":"Aparna Srivastava, PCP","members_type":"PRO","lead_status":"Not Relevant","new_member_date_2":"2022-01-09","coidnewmbrdate":"1998-12-14","city_1":"Brampton","province":"ON","language":"English","time_zone":"2","area_code":"905","phone_2":"6476469542","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","intcode":"16","blocnote":"Aug 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T15:44:00-05:00","temp_do_id_for_auto_old_do_id":"LB2504364","temp_intcode_for_auto_old_int_code":"16","paid_thru":"2026-12-31","organization_id":"20826","cert_status":"ACTIVE","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-07-25","cpa_certification":"PCP","last_act_type":"2025-12-31","last_infoline_date_type":"2025-06-05","company_paid_thru":"2026-12-31","number_of_passed_courses":"4","old_int_code":"08","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"L25P01930","npi_email_temp":"aparna1014@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42063","email":"no-email179@ler.com","first_name":"Chrissi","last_name":"Steffani","phone":"8476643524","orgname":"Underwriters Laboratories","customer_acct_name":"Underwriters Laboratories","tags":"LER_dummy, TMAI","ip4":"10.13.128.250","fields":{"members_type":"AST","time_zone":"3","do_id":"L25A01867","language":"English","individual_id":"302095","area_code":"847","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"10","blocnote":"Aug 26 2025 number not found\n2026-05-08 invalid phone destination, phone: +18476643524\n2026 May 08 contact answered but was busy and requested callback later.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:48-04:00","regular_email_change_date":"2025-08-26T12:42:52-04:00","placeholder_email_change_date":"2025-08-26T12:42:52-04:00","old_int_code":"08","notrenewedother":"Phone cannot be recovered","canceldate":"2022-08-03","new_member_date_2":"2021-06-08","paid_thru":"2022-05-31","temp_do_id_for_auto_old_do_id":"L25A01867","temp_intcode_for_auto_old_int_code":"10","province":"IL","phone_2":"8479096025","last_act_type":"2022-07-12","full_name":"Chrissi Steffani","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email179@ler.com","formatted_paid_thru":"31\/05\/2022","latest_paid_thru":"2022-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:56:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_39be6a73164104934505e1b266c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_39be6a73164104934505e1b266c","npi_transcriptsummary":"The agent reached Chrissi and informed her about the lapsed Associate membership with the National Payroll Institute. Chrissi requested a callback in a couple of hours due to being busy with payroll tasks. The agent agreed to arrange a callback at a more convenient time.","aitm_callsummarytitle":"Callback Requested Due to Busy Schedule","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was busy and requested a callback later.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact was busy and could not talk at the moment.","age_range":"Preferred not to say","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"39548","email":"melaniesavard25@hotmail.com","first_name":"M\u00e9lanie","last_name":"Savard","phone":"4186280588","orgname":"","customer_acct_name":"","tags":"npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"M\u00e9lanie Savard","language":"French","canceldate":"2024-10-02","time_zone":"2","area_code":"418","members_type":"CORP","do_id":"L25C04111","new_member_date_2":"2023-10-01","phone_2":"4189303108","province":"QC","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"328353","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"L25C04111","last_infoline_date_type":"2026-05-25","last_act_type":"2026-05-25","number_of_passed_courses":"1","trc":"True","wera":"True","npi_email_temp":"melaniesavard25@hotmail.com","cert_status":"ACTIVE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-02-06","pcp_we":"APPROVED","organization_id":"360561","date_of_renewal_identification":"2026-05-28","intcode":"99","temp_intcode_for_auto_old_int_code":"99","formatted_paid_thru":"28\/02\/2027","company_paid_thru":"2027-02-28","latest_paid_thru":"2027-02-28","cpa_certification":"SCPQ","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40712","email":"levi.spronk@hudbayminerals.com","first_name":"Levi","last_name":"Spronk","phone":"2046872334","orgname":"Hudbay Minerals Inc.","customer_acct_name":"Hudbay Minerals Inc.","tags":"WR250507, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Levi Spronk","coidnewmbrdate":"1979-03-01","city_1":"Flin Flon","province":"MB","phone_2":"4166680451","origin":"Lapsed members","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"5089","individual_id":"218885","time_zone":"3","area_code":"204","paid_thru":"2027-03-31","language":"English","members_type":"CORP","last_infoline_date_type":"2022-12-15","last_act_type":"2026-05-25","company_paid_thru":"2027-03-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2506073","temp_do_id_for_auto_old_do_id":"LB2506073","npi_email_temp":"levi.spronk@hudbayminerals.com","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"46129","email":"avishram@advocis.ca","first_name":"Amit","last_name":"Vishram","phone":"4163429859","orgname":"Advocis","customer_acct_name":"Advocis","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"327223","full_name":"Amit Vishram","members_type":"CORP","paid_thru":"2024-06-30","organization_id":"6610","trc":"False","wera":"False","province":"ON","last_act_type":"2023-07-21","language":"English","corp_cancel_date":"2024-09-04","do_id":"L25O3901","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3901","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"avishram@advocis.ca","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","company_paid_thru":"2024-06-30","blocnote":"May 26 line busy","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"43112","email":"no-email257@ler.com","first_name":"Jillian","last_name":"Arsenault","phone":"4504777888","orgname":"Rinox","customer_acct_name":"Rinox","tags":"WR250827, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"354107","full_name":"Jillian Arsenault","members_type":"CORP","organization_id":"354104","coidnewmbrdate":"2025-08-22","city_1":"Terrebonne","province":"QC","language":"English","area_code":"450","lead_status":"Renewed Lapsed","time_zone":"2","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2506682","last_act_type":"2025-12-09","company_paid_thru":"2026-07-31","number_of_passed_courses":"0","paid_thru":"2026-07-31","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2506682","old_do_id":"L25O01372","npi_email_temp":"no-email257@ler.com","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"46170","email":"khapper@comtruck.ca","first_name":"Kevin","last_name":"Happer","phone":"7782985030","orgname":"Commercial Truck Equipment Corp.","customer_acct_name":"Commercial Truck Equipment Corp.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"299574","full_name":"Kevin Happer","members_type":"CORP","paid_thru":"2024-04-30","organization_id":"215024","trc":"False","wera":"False","province":"BC","last_act_type":"2021-03-29","language":"English","corp_cancel_date":"2024-07-03","extension_phone_1":"233","do_id":"L25O3399","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":"L25O3399","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"khapper@comtruck.ca","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","company_paid_thru":"2024-04-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39568","email":"yananhua@hotmail.com","first_name":"Aihua","last_name":"Yan","phone":"2507545521","orgname":"School District No. 68 (Nanaimo-Ladysmith)","customer_acct_name":"School District No. 68 (Nanaimo-Ladysmith)","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Aihua (Aileen) Yan, PCP","language":"English","canceldate":"2023-03-22","cpa_certification":"PCP","time_zone":"5","area_code":"250","members_type":"CORP","new_member_date_2":"2021-02-02","cert_status":"ACTIVE","phone_2":"2503279989","province":"BC","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"297583","organization_id":"7321","intcode":"99","blocnote":"June 26 2025 they are member under the organizational name ( their membership is already renewed)","dhmsfin_telemarketing_last_contacted_date":"2025-06-26T13:53:00-04:00","old_int_code":"13","date_of_renewal_identification":"2026-05-28","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2507702","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-04-05","company_paid_thru":"2027-02-28","pcl_status":"P","pcl_completion_date":"2021-04-18","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2021-08-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-10-06","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507702","old_do_id":"L25P01490","npi_email_temp":"yananhua@hotmail.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41295","email":"nic.tgiang@gmail.com","first_name":"Nicole","last_name":"Tran-Giang","phone":"4038177460","orgname":"Calgary Board of Education","customer_acct_name":"Calgary Board of Education","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"302564","full_name":"Nicole Yen Tran-Giang, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2021-06-29","coidnewmbrdate":"2009-04-09","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"403","phone_2":"4039781217","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-19T12:04:00-04:00","canceldate":"2025-09-03","paid_thru":"2027-03-31","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2506634","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","organization_id":"5326","cpa_certification":"PCP","old_int_code":"6","last_act_type":"2025-05-30","company_paid_thru":"2027-03-31","pcl_status":"P","pcl_completion_date":"2021-11-28","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2023-05-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-07","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2506634","old_do_id":"L25P01939","npi_email_temp":"nic.tgiang@gmail.com","pcl_completion_date_5":"2026-11-28","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","corp_cancel_date":"2006-05-10","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37340","email":"ahrethy.k@gmail.com","first_name":"Ahrethy","last_name":"Kugathasan","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Ahrethy Kugathasan","language":"English","canceldate":"2023-10-03","time_zone":"2","area_code":"647","members_type":"AST","do_id":"L25A01567","new_member_date_2":"2022-08-30","phone_2":"6474082657","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"316101","intcode":"06","blocnote":"June 16 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A01567","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2022-04-10","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"ahrethy.k@gmail.com","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:26:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_2d6d15d4bf4c0486e85f693d9ff","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2d6d15d4bf4c0486e85f693d9ff","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"42015","email":"no-email220@ler.com","first_name":"Barbara","last_name":"Plant","phone":"5197510444","orgname":"National Refrigeration","customer_acct_name":"National Refrigeration","tags":"LER_dummy, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","time_zone":"2","do_id":"L25A01843","language":"English","individual_id":"212467","area_code":"519","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"16","blocnote":"Aug 26 2025 vm\r\nSept 9 2025 she doesn't work there anymore\n2026 May 08 contact informed Barbara Plant has not been at this location for years and no new contact info available.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:57-04:00","canceldate":"2021-05-04","new_member_date_2":"2013-03-13","paid_thru":"2021-02-28","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25A01843","temp_intcode_for_auto_old_int_code":"16","province":"ON","pds_august":"1","phone_2":"5197526877","last_act_type":"2020-02-03","full_name":"Barbara Plant","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"no-email220@ler.com","formatted_paid_thru":"28\/02\/2021","latest_paid_thru":"2021-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:57-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Barbara Plant but was informed by the respondent that Barbara has not been at the location for years and no new contact information was available. The call ended after this information was provided.","aitm_callsummarytitle":"Contact Not Available - No Forwarding Info","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not available and no forwarding information provided.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact no longer works at this location and no forwarding information available.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_90c9ebc1c7208f0533cf33e76a6","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_90c9ebc1c7208f0533cf33e76a6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"39536","email":"ninitaphilipose@yahoo.com","first_name":"Ninita","last_name":"Philipose","phone":"4372612021","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ninita Philipose","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C03896","new_member_date_2":"2023-07-20","phone_2":"4372612021","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326728","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03896","last_act_type":"2023-07-20","pcl_status":"F","pcl_completion_date":"2023-11-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T13:05:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ninitaphilipose@yahoo.com","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"37487","email":"jojijos08@gmail.com","first_name":"Jojy","last_name":"Jose","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Jojy Jose","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"2","area_code":"226","members_type":"AST","do_id":"L25A01580","new_member_date_2":"2023-08-24","cert_status":"PENDING","phone_2":"2265821500","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"319072","intcode":"06","blocnote":"June 16 2025 vm\n2026 May 08 call reached voicemail, no contact.\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call went to voicemail, no contact made.\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25A01580","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-03-15","pcl_status":"P","pcl_completion_date":"2023-03-06","pf1_status":"P","pf1_completion_date":"2023-02-26","pf2_status":"P","pf2_completion_date":"2023-06-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-08-24","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"jojijos08@gmail.com","pcl_completion_date_5":"2028-03-06","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:26:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went to voicemail immediately.","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","session_id":"call_0e0908d09590dfbe639ca3c21ad","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0e0908d09590dfbe639ca3c21ad","mini_nps":"3","onesentencenotrenewed":"Contact was not reached; call went to voicemail.","initialvalue":"Other","othermemberbenefit":"No contact was made to determine member benefits.","astotherreasonsnottorenew":"No contact was made as the call went to voicemail.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"43080","email":"hebeezh@gmail.com","first_name":"Xing","last_name":"Zhang","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"354018","full_name":"Xing Lin Zhang","members_type":"CAND","new_member_date_2":"2025-08-22","city_1":"Delta","province":"BC","language":"English","area_code":"604","lead_status":"Renewed Lapsed","phone_2":"6043077618","time_zone":"5","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":"LB2505377","last_act_type":"2026-04-22","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":"2025-12-02","pf1_status":"P","old_do_id":"L25C05874","npi_email_temp":"hebeezh@gmail.com","pf1_completion_date":"2026-03-24","pcl_completion_date_5":"2030-12-02","pf2_status":"E","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"38917","email":"daphne.wei@csiperseus.com","first_name":"Daphne","last_name":"Wei","phone":"2898594847","orgname":"Perseus Group Software Corp.","customer_acct_name":"Perseus Group Software Corp.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Daphne Wei, PCP","language":"English","canceldate":"2024-08-21","cpa_certification":"PCP","time_zone":"2","area_code":"289","members_type":"CORP","new_member_date_2":"2023-09-13","cert_status":"ACTIVE","phone_2":"6474734293","province":"ON","zerobounce_reason":"catch-all","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"114921","organization_id":"319800","intcode":"99","blocnote":"June 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-23T11:23:00-04:00","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2504877","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2504877","old_int_code":"6","last_infoline_date_type":"2017-02-15","last_act_type":"2026-04-05","company_paid_thru":"2026-11-30","pcl_status":"F","pcl_completion_date":"2014-07-15","pf1_status":"F","pf1_completion_date":"2014-07-15","pf2_status":"P","pf2_completion_date":"2009-04-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-12-20","number_of_passed_courses":"2","paid_thru":"2026-11-30","trc":"True","wera":"False","npi_email_temp":"daphne.wei@csiperseus.com","pcl_completion_date_5":"2019-07-15","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40813","email":"vingnee@qq.com","first_name":"Chen","last_name":"Zhang","phone":"6048349826","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":"337091","full_name":"Chen Zhang","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05025","new_member_date_2":"2024-04-26","city_1":"Richmond","province":"BC","language":"English","phone_2":"6048349826","area_code":"604","time_zone":"5","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":"L25C05025","last_act_type":"2024-04-25","pcl_status":"P","pcl_completion_date":"2024-07-22","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 17 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T18:11:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"vingnee@qq.com","pcl_completion_date_5":"2029-07-22","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"40725","email":"hmasooma84@gmail.com","first_name":"Masooma","last_name":"Hussain","phone":"8006619017","orgname":"Canada Book Distributors Ltd.","customer_acct_name":"Canada Book Distributors Ltd.","tags":"payroll.ca visited, Member portal","ip4":"127.0.0.1","fields":{"individual_id":"278898","full_name":"Masooma Hussain, PCP","members_type":"PRO","new_member_date_2":"2025-05-01","city_1":"Edmonton","province":"AB","language":"English","time_zone":"2","area_code":"800","phone_2":"5877127898","pipeline_2_members_only_ast":"","last_engaged_date":"2025-06-27","resources_tools_may":"1","last_login_date":"2025-05-29T10:01:17-04:00","member_may":"1","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","blocnote":"June 16 2025 vm  June 18 2025 vm\r\nJune 23 2025 vm  June 26 2025 vm","intcode":"06","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02226","lead_status":"Not Relevant","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"LB2505406","temp_intcode_for_auto_old_int_code":"6","cpa_certification":"PCP","last_act_type":"2026-04-14","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2019-11-05","pf1_status":"P","pf1_completion_date":"2020-01-12","pf2_status":"P","pf2_completion_date":"2020-03-08","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","npi_email_temp":"hmasooma84@gmail.com","pcl_completion_date_5":"2024-11-05","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"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, 260522 Lapsed DEL","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":"","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":"2026-04-05","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","latest_paid_thru":"2026-10-31","old_do_id":"L25P01241","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42242","email":"lisa.rozario@ryerson.ca","first_name":"Lisa","last_name":"Rozario","phone":"6472415169","orgname":"","customer_acct_name":"","tags":"npiAlert21, npiAlert24","ip4":"10.13.144.137","fields":{"members_type":"CAND","full_name":"Lisa Rozario","time_zone":"2","language":"English","individual_id":"309078","phone_2":"6472415169","area_code":"647","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","placeholder_email_change_date":"2025-09-02T10:43:03-04:00","regular_email_change_date":"2025-09-02T10:43:03-04:00","blocnote":"Sept 2 2025 completed ( she is not working now and thats why she didnt renew her memberhsip) and email updated","dhmsfin_telemarketing_last_contacted_date":"2025-09-02T15:44:00-04:00","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":"2023-03-02","new_member_date_2":"2022-01-25","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"LB2506127","temp_intcode_for_auto_old_int_code":"21","province":"ON","last_act_type":"2024-04-09","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"1","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C05459","pf1_status":"F","pf1_completion_date":"2022-05-01","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2506127","npi_email_temp":"lisa.rozario@ryerson.ca","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"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","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":"2026-04-22","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","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"37977","email":"melholowick@hotmail.com","first_name":"Melanie","last_name":"Holowick","phone":"2043260417","orgname":"Manitoba Hydro","customer_acct_name":"Manitoba Hydro","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Melanie Holowick","language":"English","canceldate":"2024-11-02","time_zone":"3","area_code":"204","members_type":"CAND","do_id":"L25C03517","new_member_date_2":"2023-09-26","phone_2":"2048686123","province":"MB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"323729","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C03517","last_act_type":"2024-01-22","pcl_status":"P","pcl_completion_date":"2024-01-22","number_of_passed_courses":"1","intcode":"05","blocnote":"LNC Nov 14 2025 call back\r\nLNC Nov 17 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T11:38:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"05","old_int_code":"10","trc":"True","wera":"False","npi_email_temp":"melholowick@hotmail.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"38043","email":"rania.alsadi70@yahoo.com","first_name":"Rania","last_name":"Alsa'di","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rania Alsa'di","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C03010","new_member_date_2":"2022-10-01","phone_2":"6474108924","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"317459","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C03010","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-06-09","pcl_status":"P","pcl_completion_date":"2023-02-16","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"rania.alsadi70@yahoo.com","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"38044","email":"cameesha.adams@gmail.com","first_name":"Cameesha","last_name":"Adams","phone":"2898308244","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Cameesha Adams","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"289","members_type":"CAND","do_id":"L25C03525","phone_2":"2898308244","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"323810","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C03525","last_infoline_date_type":"2024-03-25","last_act_type":"2024-03-28","pcl_status":"F","pcl_completion_date":"2024-04-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:32:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"cameesha.adams@gmail.com","pcl_completion_date_5":"2029-04-03","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"37933","email":"talahboumelhem@hotmail.com","first_name":"Tala","last_name":"BouMelhem","phone":"5148038619","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Tala BouMelhem","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C04451","new_member_date_2":"2023-11-15","phone_2":"5148038619","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331496","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04451","last_act_type":"2023-11-14","pcl_status":"P","pcl_completion_date":"2024-03-04","number_of_passed_courses":"1","intcode":"06","blocnote":"","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T13:05:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"talahboumelhem@hotmail.com","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"40692","email":"lilaslin.ca@gmail.com","first_name":"Wenyi","last_name":"Lin","phone":"6047671758","orgname":"American Hotel Income Properties","customer_acct_name":"American Hotel Income Properties","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"335204","full_name":"Wenyi Lin","members_type":"CAND","do_id":"L25C04736","lead_status":"Lapsed Member","new_member_date_2":"2024-03-07","city_1":"Surrey","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"6047671758","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-02","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25C04736","last_act_type":"2024-03-27","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T18:44:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"lilaslin.ca@gmail.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"39929","email":"anaspataru@ymail.com","first_name":"Ana","last_name":"Spataru","phone":"5144573226","orgname":"Epsilyte Canada UCL","customer_acct_name":"Epsilyte Canada UCL","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Ana Spataru, PPQ","language":"French","canceldate":"2024-04-22","cpa_certification":"SCPQ","time_zone":"2","area_code":"514","members_type":"CORP","new_member_date_2":"2021-06-15","pds_april":"1","cert_status":"ACTIVE","phone_2":"5142358738","province":"QC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"302297","organization_id":"24448","pipeline_2_members_only_ast":"","pds_july":"1","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2504294","pds_august":"1","old_do_id":"LB2504294","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pds_september":"1","last_infoline_date_type":"2026-01-15","last_act_type":"2026-01-15","company_paid_thru":"2027-03-31","date_of_renewal_identification":"2025-10-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-12-01","number_of_passed_courses":"1","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"anaspataru@ymail.com","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","do_id":"","company_status":"A"}},"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","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","latest_paid_thru":"2024-02-29"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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":"2027-05-31","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":"2026-12-01","company_paid_thru":"2027-05-31","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\/2027","latest_paid_thru":"2027-05-31","company_status":"A"}},"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":"260522 Lapsed DEL","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":"LB2505290","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pds_september":"11","last_infoline_date_type":"2026-07-05","last_conf_date_type":"2020-06-17","last_act_type":"2026-07-05","company_paid_thru":"2026-09-30","date_of_renewal_identification":"2025-10-08","number_of_passed_courses":"0","pds_october":"11","trc":"False","wera":"False","pds_november":"11","npi_email_temp":"gricaro@hotmail.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","corp_cancel_date":"2014-02-05","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42109","email":"no-email96@ler.com","first_name":"Payroll","last_name":"Department","phone":"5143755800","orgname":"Grifols Canada Th\u00e9rapeutiques Inc.","customer_acct_name":"Grifols Canada Th\u00e9rapeutiques Inc.","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Payroll Department","time_zone":"2","do_id":"L25O00963","language":"English","individual_id":"323449","area_code":"514","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00963","province":"QC","organization_id":"323696","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email96@ler.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37421","email":"lipac14@hotmail.com","first_name":"Manda","last_name":"Mesic","phone":"4168010857","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Manda Krpan Mesic","language":"English","canceldate":"2023-12-02","time_zone":"2","area_code":"416","members_type":"AST","do_id":"L25A01574","new_member_date_2":"2022-10-21","phone_2":"4168010857","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"317971","blocnote":"June 16 2025 completed with renwal\r\nLN \/ 22 October 2025 Not interested for now - she will contact us when she is\n2026 May 08 Agent introduced herself and mentioned lapsed membership; call ended early.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:20-04:00","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":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A01574","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2022-10-21","old_int_code":"2","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"lipac14@hotmail.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:20-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent Ellen reached Manda Mesic and introduced herself on behalf of the National Payroll Institute. She informed Manda that her Associate membership recently lapsed and asked if she could ask a few questions about her membership experience. The call ended shortly after the introduction without further conversation.","aitm_callsummarytitle":"Introduction and Membership Lapse Notification","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e05cd8a323eeb0812158f56dc14","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e05cd8a323eeb0812158f56dc14","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"39500","email":"sacagova@yahoo.es","first_name":"Catalina","last_name":"Vargas","phone":"7783889490","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Catalina Gomez Vargas","language":"English","canceldate":"2024-10-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C04106","new_member_date_2":"2023-08-22","phone_2":"7783889490","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328300","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04106","last_act_type":"2023-08-22","pcl_status":"P","pcl_completion_date":"2023-11-20","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 17 2205 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T17:31:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"sacagova@yahoo.es","pcl_completion_date_5":"2028-11-20","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"43162","email":"golubenco.tamara@gmail.com","first_name":"Tamara","last_name":"Golubenco","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250905 new lapsed from memportal","ip4":"0.0.0.0","fields":{"individual_id":"334961","full_name":"Tamara Golubenco","members_type":"CAND","canceldate":"2025-05-02","new_member_date_2":"2024-03-01","paid_thru":"2025-02-28","province":"QC","language":"French","time_zone":"2","do_id":"L25C06285","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":"L25C06285","old_do_id":"LB2504151","last_act_type":"2024-04-09","intcode":"16","temp_intcode_for_auto_old_int_code":"16","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"golubenco.tamara@gmail.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"42074","email":"no-email82@ler.com","first_name":"Elaine","last_name":"Barton","phone":"6048543660","orgname":"Flexiforce Canada Inc.","customer_acct_name":"Flexiforce Canada Inc.","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Elaine Barton","extension_phone_1":"110","time_zone":"5","do_id":"L25O01144","language":"English","individual_id":"285674","area_code":"604","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O01144","province":"BC","organization_id":"223739","last_act_type":"2025-04-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email82@ler.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42020","email":"pkfamily@mts.net","first_name":"Kimberley","last_name":"Kluyver","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":"Kimberley De Kluyver","time_zone":"3","do_id":"L25C05547","language":"English","individual_id":"140646","phone_2":"2046693424","zerobounce_reason":"(zerobounce invalid)","area_code":"204","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2025-06-30","intcode":"06","blocnote":"Aug 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T12:13:00-04:00","canceldate":"2023-06-22","new_member_date_2":"2020-11-23","temp_do_id_for_auto_old_do_id":"L25C05547","temp_intcode_for_auto_old_int_code":"6","province":"MB","last_infoline_date_type":"2021-10-28","last_act_type":"2025-01-24","pcl_status":"P","pcl_completion_date":"2021-05-17","pf1_status":"P","pf1_completion_date":"2022-01-02","pf2_status":"F","pf2_completion_date":"2022-08-28","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"pkfamily@mts.net","pcl_completion_date_5":"2026-05-17","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"38926","email":"julie.lp.lieu@gmail.com","first_name":"Le","last_name":"Lieu","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Le Phuong (Julie) Lieu","language":"English","canceldate":"2024-05-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"PRO","new_member_date_2":"2022-03-17","cert_status":"WITHDRAWN","phone_2":"4168873703","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"248010","intcode":"02","blocnote":"June 23 2025 vm\n2026-05-15 Dial no answer, phone: +14168873703\n2026 May 19 contact agreed to renew and email sent - NPI# 38926","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:02:05-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25P01067","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2024-07-31","pcl_status":"P","pcl_completion_date":"2017-04-02","pf1_status":"P","pf1_completion_date":"2017-11-20","pf2_status":"P","pf2_completion_date":"2019-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-11-13","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"julie.lp.lieu@gmail.com","pcl_completion_date_5":"2022-04-02","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","thewithdrawaldate":"2024-05-02","aitm_status_called":"2026-05-21T11:02:05-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Positive","old_int_code":"05","retell_call_status":"ended","session_id":"call_d254b5d35d7574af68b23372dfb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d254b5d35d7574af68b23372dfb","sendapplicationform":"2026-05-19T11:00:00-04:00","thewithdrawaldate_3_years":"2027-05-02","npi_transcriptsummary":"The agent contacted Le regarding her lapsed Professional membership with the National Payroll Institute. Le expressed satisfaction with her membership, indicated her initial reason for joining was to gain a payroll designation, and agreed to renew. The agent confirmed her email and sent the renewal procedure.","aitm_callsummarytitle":"Membership Renewal Agreement with Le","notrenewedwanttorenew":"Yes","mini_nps":"5","initialvalue":"Designation","age_range":"46-60","ivrdetector":"No","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","old_do_id":"L25P01067","number_of_calls_reached":"2","last_engaged_date":"2026-05-20"}},"seriesid":"163"}
{"contact":{"id":"39018","email":"sapna_devi@tjxcanada.ca","first_name":"Sapna","last_name":"Devi","phone":"9054057724","orgname":"Winners Merchants International LP","customer_acct_name":"Winners Merchants International LP","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sapna Devi","language":"English","canceldate":"2025-04-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C04551","new_member_date_2":"2024-02-01","phone_2":"4379920830","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C04551","npi_email_temp":"sapna_devi@tjxcanada.ca"}},"seriesid":"163"}
{"contact":{"id":"39527","email":"aimuane@yahoo.com","first_name":"Osaze","last_name":"Aimuan","phone":"3063822210","orgname":"Maple Leaf Consumer Foods","customer_acct_name":"Maple Leaf Consumer Foods","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Osaze Aimuan","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C04412","new_member_date_2":"2023-11-01","cert_status":"PENDING","phone_2":"3069540925","province":"SK","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331020","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04412","last_act_type":"2024-05-16","pcl_status":"P","pcl_completion_date":"2024-02-05","pf1_status":"P","pf1_completion_date":"2024-02-26","pf2_status":"P","pf2_completion_date":"2024-03-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-05-16","number_of_passed_courses":"4","trc":"True","wera":"True","intcode":"05","blocnote":"Nov 10 2025 vm\r\nLNC Dec 15 2025 not available 2nd number\r\nLNC Dec 16 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T10:26:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"05","old_int_code":"10","npi_email_temp":"aimuane@yahoo.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"39481","email":"sarai@telus.net","first_name":"Pardeep","last_name":"Sarai","phone":"6045274583","orgname":"City of New Westminster","customer_acct_name":"City of New Westminster","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Pardeep Singh Sarai","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2023-11-09","phone_2":"7788774544","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"330948","organization_id":"10977","pipeline_2_members_only_ast":"","paid_thru":"2027-06-30","temp_do_id_for_auto_old_do_id":"LB2507100","old_do_id":"LB2507100","last_act_type":"2025-01-11","company_paid_thru":"2027-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-03-04","pf1_status":"P","pf1_completion_date":"2025-03-10","pf2_status":"P","pf2_completion_date":"2025-07-08","number_of_passed_courses":"4","trc":"True","wera":"True","cert_status":"PENDING","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-12-08","npi_email_temp":"sarai@telus.net","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","cpa_certification":"PCP","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44599","email":"tszctying@gmail.com","first_name":"Tsz","last_name":"Cheng","phone":"","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"344074","full_name":"Tsz Ying Cheng","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-11-01","paid_thru":"2025-09-30","phone_2":"6723380108","pcl_status":"F","pcl_completion_date":"2025-02-19","trc":"False","wera":"False","province":"BC","last_act_type":"2024-10-31","language":"English","do_id":"L25C8410","lead_status":"Lapsed Member","time_zone":"5","number_of_passed_courses":"0","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8410","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"tszctying@gmail.com","pcl_completion_date_5":"2030-02-19","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"37403","email":"majielyn_12@yahoo.com","first_name":"Majielyn","last_name":"Tablazon","phone":"5873354644","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Majielyn Maderaje Tablazon","language":"English","canceldate":"2023-07-11","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C02391","new_member_date_2":"2022-05-10","phone_2":"5873354644","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"312836","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02391","last_act_type":"2022-09-05","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"P","pf1_completion_date":"2022-09-25","pf2_status":"P","pf2_completion_date":"2022-11-27","number_of_passed_courses":"3","intcode":"01","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 15 December 2025 Completed without renewal - she doesn't need it anymore - it was only for a course","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T17:21:00-05:00","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":"","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":"Yes","careerchangespecify":"Not in payroll","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"18 to 30 years","selfpayrollproficiency":"Native","old_int_code":"06","npi_email_temp":"majielyn_12@yahoo.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"38988","email":"youssef.hanna93@yahoo.ca","first_name":"Youssef","last_name":"Hanna","phone":"4164872020","orgname":"Amica Mature Lifestyles","customer_acct_name":"Amica Mature Lifestyles","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Youssef Hanna, PLP","language":"English","canceldate":"2025-02-04","cpa_certification":"CPM","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2016-12-12","cert_status":"ACTIVE","phone_2":"6478845052","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"248863","organization_id":"217079","intcode":"99","blocnote":"June 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-23T11:51:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2507727","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2507727","old_int_code":"6","last_infoline_date_type":"2024-10-25","last_conf_date_type":"2022-06-08","last_act_type":"2026-12-01","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","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":"2017-04-28","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"youssef.hanna93@yahoo.ca","pcl_completion_date_5":"2022-04-16","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"46089","email":"alexandra.cattuti@trilliant.com","first_name":"Alexandra","last_name":"Barre","phone":"4509151712","orgname":"Trilliant Networks Canada","customer_acct_name":"Trilliant Networks Canada","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"271763","full_name":"Alexandra Barre","members_type":"CORP","paid_thru":"2023-05-31","organization_id":"146149","trc":"False","wera":"False","province":"QC","last_act_type":"2022-04-29","language":"French","corp_cancel_date":"2023-08-02","do_id":"L25O3147","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3147","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_infoline_date_type":"2022-04-29","old_do_id":"L25O3389","npi_email_temp":"alexandra.cattuti@trilliant.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","company_paid_thru":"2023-05-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43146","email":"harneetkhosa@gmail.com","first_name":"Harneet","last_name":"Khosa","phone":"6042978100","orgname":"Provincial Health Service Authority","customer_acct_name":"Provincial Health Service Authority","tags":"250905 new lapsed from memportal, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"211833","full_name":"Harneet Khosa, PCP","members_type":"PRO","new_member_date_2":"2024-07-02","paid_thru":"2026-06-30","cert_status":"ACTIVE","province":"BC","cpa_certification":"PCP","language":"English","phone_2":"7783186131","time_zone":"5","lead_status":"Not Relevant","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-10-08","pipeline_1_lapsed_members":"","temp_do_id_for_auto_old_do_id":"AST02943","intcode":"99","blocnote":"LN \/ 20 September 2025 No one by this name","dhmsfin_telemarketing_last_contacted_date":"2025-09-29T17:20:00-04:00","temp_intcode_for_auto_old_int_code":"99","old_int_code":"16","last_act_type":"2026-04-16","pcl_status":"P","pcl_completion_date":"2013-07-11","pf1_status":"P","pf1_completion_date":"2014-01-22","pf2_status":"P","pf2_completion_date":"2015-10-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-09-09","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"AST02943","npi_email_temp":"harneetkhosa@gmail.com","pcl_completion_date_5":"2018-07-11","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30"}},"seriesid":"163"}
{"contact":{"id":"44655","email":"edanak@hotmail.com","first_name":"Edana","last_name":"Lublin","phone":"4165280131","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"343174","full_name":"Edana Lublin","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-08","paid_thru":"2025-09-30","phone_2":"4165280131","pcl_status":"F","pcl_completion_date":"2024-12-25","trc":"False","wera":"False","province":"ON","last_act_type":"2024-06-10","language":"English","do_id":"L25C8466","lead_status":"Lapsed Member","time_zone":"2","number_of_passed_courses":"0","temp_do_id_for_auto_old_do_id":"L25C8466","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"edanak@hotmail.com","pcl_completion_date_5":"2029-12-25","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
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{"contact":{"id":"39082","email":"lucybethlualhati@hotmail.com","first_name":"Lucybeth","last_name":"Lualhati","phone":"5878321748","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Lucybeth Lualhati","language":"English","canceldate":"2024-12-04","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C04354","new_member_date_2":"2023-10-16","phone_2":"5878321748","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330387","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04354","last_act_type":"2023-10-14","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:59:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"lucybethlualhati@hotmail.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"44671","email":"daniellebell520@gmail.com","first_name":"Danielle","last_name":"Bell","phone":"2506612127","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"343034","full_name":"Danielle Bell","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-03","paid_thru":"2025-09-30","phone_2":"2506612127","pcl_status":"F","pcl_completion_date":"2024-12-20","trc":"False","wera":"False","province":"BC","last_act_type":"2024-02-10","language":"English","do_id":"L25C8482","lead_status":"Lapsed Member","time_zone":"5","number_of_passed_courses":"0","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C8482","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"daniellebell520@gmail.com","pcl_completion_date_5":"2029-12-20","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"39938","email":"jamesdayag@outlook.com","first_name":"James","last_name":"Dayag","phone":"6476609874","orgname":"Lifemark Health","customer_acct_name":"Lifemark Health","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"James Timothy Dayag, PCP","language":"English","canceldate":"2024-06-05","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"CORP","new_member_date_2":"2021-06-18","pds_april":"1","cert_status":"ACTIVE","phone_2":"6478781619","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"302317","organization_id":"169816","intcode":"99","blocnote":"July 3 2025 He said that his employer will be renewing him as part of the corporate membership.","dhmsfin_telemarketing_last_contacted_date":"2025-07-03T18:08:00-04:00","old_int_code":"13","date_of_renewal_identification":"2026-05-28","pds_july":"1","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"LB2505512","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","pds_september":"1","last_infoline_date_type":"2026-04-17","last_act_type":"2026-04-17","company_paid_thru":"2027-05-31","pcl_status":"P","pcl_completion_date":"2021-10-10","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2022-10-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-05-03","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2505512","old_do_id":"L25P01536","npi_email_temp":"jamesdayag@outlook.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41318","email":"kylewilson8455@gmail.com","first_name":"Kyle","last_name":"Wilson","phone":"3063478703","orgname":"Public Service Commission","customer_acct_name":"Public Service Commission","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"317527","full_name":"Kyle Wilson, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2022-10-11","coidnewmbrdate":"2009-10-20","city_1":"Regina","province":"SK","language":"English","time_zone":"3","area_code":"306","phone_2":"3066904612","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T15:54:00-05:00","temp_do_id_for_auto_old_do_id":"LB2505972","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-09-30","organization_id":"160294","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2023-02-16","pf1_status":"P","pf1_completion_date":"2023-05-25","pf2_status":"P","pf2_completion_date":"2023-09-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-11-28","cpa_certification":"PCP","last_act_type":"2026-05-14","last_infoline_date_type":"2025-07-16","company_paid_thru":"2026-09-30","number_of_passed_courses":"4","date_of_renewal_identification":"2026-05-28","old_int_code":"06","trc":"True","wera":"False","pcp_we":"APPROVED","canceldate":"2025-12-02","do_id":"LB2505972","old_do_id":"L25P01951","npi_email_temp":"kylewilson8455@gmail.com","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44613","email":"khrystynachumak@gmail.com","first_name":"Khrystyna","last_name":"Liasota","phone":"2506682701","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"343525","full_name":"Khrystyna Liasota","members_type":"CAND","new_member_date_2":"2024-10-17","paid_thru":"2026-09-30","phone_2":"2506682701","pcl_status":"P","pcl_completion_date":"2025-02-03","trc":"True","wera":"False","province":"BC","last_act_type":"2026-05-25","language":"English","last_infoline_date_type":"2026-05-25","lead_status":"Renewed Lapsed","time_zone":"5","number_of_passed_courses":"1","temp_do_id_for_auto_old_do_id":"L25C8424","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-02-24","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"LNC \/ 10 December 2025 - Just took 1 course - she didn't have access to the materials after she was done - she had to pay $100 to get the materials again . It would be good to have a confirmation that she had completed 1 course not the 3 - she said NPI doesn't give a confirmation that she completed the 1 course unless she finishes the 3 courses - someone should call her to explain about this issue","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T12:22:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","old_int_code":"55","npi_email_temp":"khrystynachumak@gmail.com","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"42231","email":"agnus@boneygreek.com","first_name":"Alex","last_name":"Stevens","phone":"2506213212","orgname":"Laxgalts'ap Village Government","customer_acct_name":"Laxgalts'ap Village Government","tags":"npiPartnerAccount","ip4":"10.13.134.171","fields":{"members_type":"CORP","full_name":"Alex Stevens","time_zone":"5","do_id":"L25O01193","language":"English","individual_id":"264081","area_code":"250","lead_status":"Partner","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O01193","province":"BC","organization_id":"264080","sendapplicationform":"2025-10-21T12:26:00-04:00","blocnote":"Oct 21 2025 he just accepted to provide his email\r\n( his memberhsip lapsed a long time ago and he doesnt remember anything about it.","placeholder_email_change_date":"2025-10-21T12:26:17-04:00","regular_email_change_date":"2025-10-21T12:26:17-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-21T12:27:00-04:00","intcode":"21","temp_intcode_for_auto_old_int_code":"21","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"agnus@boneygreek.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"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":"Lapsed Member","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":"Lapsed Members","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":"L25P03194","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":"2026-05-22","last_infoline_date_type":"2024-05-28","number_of_passed_courses":"4","date_of_renewal_identification":"","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"LB2505224","npi_email_temp":"gayathriramdas1987@gmail.com","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31","do_id":"L25P03194","ln_entered_date":"2026-06-02"}},"seriesid":"163"}
{"contact":{"id":"41290","email":"sarah.g.padua@gmail.com","first_name":"Sarah","last_name":"Jose","phone":"6045285505","orgname":"Justice Institute of B.C.","customer_acct_name":"Justice Institute of B.C.","tags":"WR250716, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"325041","full_name":"Sarah Jose","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2023-05-16","coidnewmbrdate":"1995-10-01","city_1":"Vancouver","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"7787734888","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2025-07-04","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2507088","organization_id":"10447","last_act_type":"2024-09-13","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2023-07-29","pf1_status":"P","pf1_completion_date":"2023-10-30","pf2_status":"F","pf2_completion_date":"2025-05-24","number_of_passed_courses":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2507088","old_do_id":"L25C05092","npi_email_temp":"sarah.g.padua@gmail.com","pcl_completion_date_5":"2028-07-29","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"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, TMAI","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\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no conversation\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T17:07:17-04:00","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":"2023-08-05","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","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-25T17:07:17-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was made to the contact 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","session_id":"call_574bb4dc9adaa0014f9e75b8fe2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_574bb4dc9adaa0014f9e75b8fe2","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"43049","email":"wnira007@uottawa.ca","first_name":"Wahid","last_name":"Niran","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"354090","full_name":"Wahid Niran","members_type":"CAND","new_member_date_2":"2025-08-25","city_1":"Ottawa","province":"ON","language":"English","area_code":"613","lead_status":"Renewed Lapsed","phone_2":"6134009672","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":"LB2507679","last_act_type":"2025-08-22","pcl_status":"P","number_of_passed_courses":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","old_do_id":"L25C05842","pcl_completion_date":"2026-01-06","pf1_status":"P","npi_email_temp":"wnira007@uottawa.ca","pcl_completion_date_5":"2031-01-06","pf1_completion_date":"2026-04-25","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"42090","email":"no-email90@ler.com","first_name":"Sanaz","last_name":"Sanaat","phone":"6046385989","orgname":"Kito Canada Inc.","customer_acct_name":"Kito Canada Inc.","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Sanaz Sanaat","time_zone":"5","do_id":"L25O01154","language":"English","individual_id":"273723","area_code":"604","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O01154","province":"BC","organization_id":"273718","last_act_type":"2019-08-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email90@ler.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"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":"2023-05-10","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","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"46188","email":"ctran@kirkorarchitects.com","first_name":"Cindy","last_name":"Tran","phone":"4166656060","orgname":"Kirkor Architects and Planners","customer_acct_name":"Kirkor Architects and Planners","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"263483","full_name":"Cindy Thi Tran","members_type":"CORP","paid_thru":"2025-09-30","organization_id":"263482","trc":"False","wera":"False","province":"ON","last_act_type":"2019-06-21","language":"English","corp_cancel_date":"2025-12-02","do_id":"L25O3134","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3134","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"ctran@kirkorarchitects.com","formatted_paid_thru":"30\/09\/2025","company_paid_thru":"2025-09-30","latest_paid_thru":"2025-09-30","ln_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"39038","email":"ksw9008@gmail.com","first_name":"Seongwi","last_name":"Kim","phone":"7785220648","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Seongwi Kim","language":"English","canceldate":"2024-08-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C03838","new_member_date_2":"2023-06-23","phone_2":"7785220648","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326339","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03838","last_act_type":"2023-08-09","pcl_status":"F","pcl_completion_date":"2024-03-19","pf1_status":"P","pf1_completion_date":"2023-11-02","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T14:06:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"ksw9008@gmail.com","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
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{"contact":{"id":"42263","email":"no-email37@ler.com","first_name":"Adriana","last_name":"Correa","phone":"5873917200","orgname":"Global College of Business & Technology","customer_acct_name":"Global College of Business & Technology","tags":"LER_dummy","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Adriana Lopez Correa","time_zone":"4","do_id":"L25C05468","language":"English","individual_id":"309779","phone_2":"3064853273","area_code":"587","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"16","blocnote":"Sept 2 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-09-02T17:17:00-04:00","old_int_code":"12","canceldate":"2023-04-04","new_member_date_2":"2022-02-04","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25C05468","temp_intcode_for_auto_old_int_code":"16","province":"SK","last_act_type":"2023-02-09","pcl_status":"F","pcl_completion_date":"2022-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email37@ler.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"37379","email":"e_paiges@yahoo.com","first_name":"Elissa","last_name":"Spidel-Ramstead","phone":"7782561014","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Elissa Spidel-Ramstead","language":"English","canceldate":"2024-03-02","time_zone":"5","area_code":"778","members_type":"CAND","new_member_date_2":"2023-01-06","phone_2":"7782561014","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"320196","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C03203","last_act_type":"2023-09-01","pcl_status":"P","pcl_completion_date":"2023-04-30","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 13 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:54:00-05:00","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":"L25C03203","npi_email_temp":"e_paiges@yahoo.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"39564","email":"shannon.knowles@graham.ca","first_name":"Shannon","last_name":"Knowles","phone":"7806869184","orgname":"Graham Construction","customer_acct_name":"Graham Construction","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Shannon Knowles","language":"English","canceldate":"2025-01-07","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"LB2507168","new_member_date_2":"2023-11-02","phone_2":"7806869184","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"331048","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"LB2507168","last_act_type":"2023-01-11","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Dec 2 2025 She said she signed up but changed her mind. She is in another profession now.","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T12:11:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C04417","npi_email_temp":"shannon.knowles@graham.ca","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
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{"contact":{"id":"40867","email":"boris@jmstugs.com","first_name":"Boris","last_name":"Aikler","phone":"2502461100","orgname":"Jones Marine Group Ltd.","customer_acct_name":"Jones Marine Group Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"331322","full_name":"Boris Aikler, CPA, CMA","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O00942","organization_id":"224628","coidnewmbrdate":"2014-04-11","city_1":"Chemainus","province":"BC","language":"English","area_code":"250","time_zone":"5","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"Aug 18 2025 Busy today call back\r\nAug 27 2025 not in today","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T14:18:00-04:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00942","temp_intcode_for_auto_old_int_code":"10","last_act_type":"2025-05-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"boris@jmstugs.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42027","email":"no-email36@ler.com","first_name":"Kristine","last_name":"Laselva","phone":"5199443800","orgname":"Ground Effects","customer_acct_name":"Ground Effects","tags":"LER_dummy, NPI LN sent to TM, TMAI","ip4":"10.13.128.250","fields":{"members_type":"AST","extension_phone_1":"1349","time_zone":"2","language":"English","individual_id":"252688","area_code":"519","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"01","blocnote":"Nov 25 2025 she no longer works there\n2026 May 08 call reached automated system, no human contact.\n2026 May 11 call ended without reaching Kristine due to extension and transfer failure.\n2026 May 13 call reached automated system at GroundFX, no human contact made\n2026 May 15 call reached automated system, no voicemail left\n2026 May 15 contact declined to discuss renewal and ended call early.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:06:43-04:00","regular_email_change_date":"2025-08-26T13:18:27-04:00","placeholder_email_change_date":"2025-08-26T13:18:27-04:00","canceldate":"2024-12-04","new_member_date_2":"2023-10-11","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25A01849","temp_intcode_for_auto_old_int_code":"01","province":"ON","pds_august":"2","phone_2":"5199823095","last_infoline_date_type":"2024-02-04","last_act_type":"2024-02-04","full_name":"Kristine Laselva","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"06","pds_november":"2","npi_email_temp":"no-email36@ler.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T11:26:43-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent called Kristine to discuss her lapsed Associate membership and intended to ask survey questions, but Kristine declined to continue the conversation and ended the call quickly.","aitm_callsummarytitle":"Contact Declined Membership Renewal Discussion","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact declined to discuss membership renewal and ended the call.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not reached due to technical issues with extension and call transfer.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_16272767348abc48b2168a1249e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_16272767348abc48b2168a1249e","number_of_calls_reached":"4","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01849"}},"seriesid":"163"}
{"contact":{"id":"44662","email":"mariacristina.doroja@gmail.com","first_name":"Maria","last_name":"Doroja","phone":"2049461190","orgname":"Canada Life Assurance Company","customer_acct_name":"Canada Life Assurance Company","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342625","full_name":"Maria Cristina Doroja","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-08","paid_thru":"2025-09-30","phone_2":"2049304882","trc":"False","wera":"False","province":"MB","last_act_type":"2025-02-10","language":"English","do_id":"L25C8473","lead_status":"Lapsed Member","time_zone":"3","number_of_passed_courses":"0","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C8473","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"mariacristina.doroja@gmail.com","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"38964","email":"wendye_20@msn.com","first_name":"Wendy","last_name":"Moran","phone":"4372175226","orgname":"TForce Holdings Inc.","customer_acct_name":"TForce Holdings Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Wendy Moran","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"437","members_type":"CORP","new_member_date_2":"2023-06-29","phone_2":"6472874338","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"326264","organization_id":"276637","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2507662","old_do_id":"LB2507662","last_act_type":"2024-04-22","company_paid_thru":"2026-05-31","date_of_renewal_identification":"2025-10-08","pcl_status":"F","pcl_completion_date":"2024-12-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"wendye_20@msn.com","pcl_completion_date_5":"2029-12-20","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42111","email":"estrong@wfn.ca","first_name":"Tina","last_name":"Jacobs","phone":"2507694999","orgname":"Westbank First Nation","customer_acct_name":"Westbank First Nation","tags":"LER_dummy, npiAlert21, npiAlert24, NPI LN sent to TM","ip4":"10.13.144.137","fields":{"members_type":"CORP","full_name":"Tina Jacobs","extension_phone_1":"1329","time_zone":"5","do_id":"L25O00973","language":"English","individual_id":"323691","area_code":"250","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"06","blocnote":"Aug 26 2025 try talking to Erin \u00abStrong she might know aomething about it","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T13:03:00-04:00","regular_email_change_date":"2025-08-26T13:03:24-04:00","placeholder_email_change_date":"2025-08-26T13:03:24-04:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00973","temp_intcode_for_auto_old_int_code":"6","province":"BC","organization_id":"8764","last_act_type":"2024-07-08","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"estrong@wfn.ca","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42191","email":"no-email246@ler.com","first_name":"Taline","last_name":"Bedakelian","phone":"7788880904","orgname":"Angel Accounting & Advisory","customer_acct_name":"Angel Accounting & Advisory","tags":"LER_dummy, TMAI","ip4":"10.13.142.165","fields":{"members_type":"AST","full_name":"Taline Bedakelian","time_zone":"5","do_id":"L25A01894","language":"English","individual_id":"320970","phone_2":"7787988080","area_code":"778","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"06","blocnote":"Aug 28 2025 vm Oct 1 2025 she doeant work there anymore\n2026 May 08 reached voicemail of Angel Chan\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail of Angel Chen\n2026 May 11 voicemail reached, no human answer\n2026 May 13 voicemail reached - no contact\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 reached voicemail of Angel Chen\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:46-04:00","placeholder_email_change_date":"2025-08-28T12:27:22-04:00","regular_email_change_date":"2025-08-28T12:27:23-04:00","canceldate":"2024-08-02","new_member_date_2":"2023-06-07","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25A01894","temp_intcode_for_auto_old_int_code":"06","province":"BC","old_int_code":"16","last_infoline_date_type":"2024-10-04","last_act_type":"2024-10-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email246@ler.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:30-04:00","number_of_call_attempts":"8","number_of_total_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 Human Answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3b75d3f7ff0963ef35c00aa5d8b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3b75d3f7ff0963ef35c00aa5d8b","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"42039","email":"no-email94@ler.com","first_name":"Katlyn","last_name":"Ashley","phone":"4192488647","orgname":"","customer_acct_name":"","tags":"LER_dummy, NPI LN sent to TM, TMAI","ip4":"10.13.132.66","fields":{"members_type":"AST","time_zone":"2","do_id":"L25A01855","language":"English","individual_id":"270283","area_code":"419","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"06","blocnote":"Aug 26 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T15:07:06-04:00","regular_email_change_date":"2025-08-26T13:42:29-04:00","placeholder_email_change_date":"2025-08-26T13:42:29-04:00","canceldate":"2021-02-02","new_member_date_2":"2018-12-14","paid_thru":"2020-11-30","temp_do_id_for_auto_old_do_id":"L25A01855","temp_intcode_for_auto_old_int_code":"6","province":"OH","pds_august":"3","last_infoline_date_type":"2020-08-26","last_act_type":"2022-08-11","full_name":"Katlyn Ashley","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"no-email94@ler.com","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","called_by":"Tri","aitm_status_called":"2026-05-25T15:07:06-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went to voicemail immediately upon dialing.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_54029d923950aacb5699eadfdda","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_54029d923950aacb5699eadfdda"}},"seriesid":"163"}
{"contact":{"id":"39519","email":"khaye2005@yahoo.com","first_name":"Jo","last_name":"Tambongco","phone":"7809662106","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jo Ann Tambongco","language":"English","canceldate":"2024-10-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C04108","new_member_date_2":"2023-08-23","phone_2":"7809662106","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328311","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04108","last_act_type":"2023-08-22","pcl_status":"P","pcl_completion_date":"2023-11-27","pf1_status":"P","pf1_completion_date":"2024-02-26","pf2_status":"P","pf2_completion_date":"2024-04-27","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC Nov 7 2025 vm\r\nLNC Dec 8 2025 vm\r\nLNC Dec 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T16:10:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"khaye2005@yahoo.com","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"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","new_member_date_2":"2023-05-25","phone_2":"6474062821","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","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":"21","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T08:53:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"ayushituteja15@gmail.com","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03713","ln_entered_date":"2026-05-27"}},"seriesid":"163"}
{"contact":{"id":"37997","email":"cocozhao3@gmail.com","first_name":"Qiyue","last_name":"Zhao","phone":"6472066932","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Qiyue Zhao","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C04223","new_member_date_2":"2023-09-13","phone_2":"6472066932","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329282","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04223","last_act_type":"2023-05-12","pcl_status":"P","pcl_completion_date":"2023-12-18","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T13:15:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"cocozhao3@gmail.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"37359","email":"lannie.chui@discoverycollege.ca","first_name":"Lynda","last_name":"Carter","phone":"7782333238","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Lynda Carter","language":"English","canceldate":"2023-07-11","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C02387","new_member_date_2":"2022-05-10","phone_2":"7782333238","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"312810","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02387","last_act_type":"2022-09-05","pcl_status":"F","pcl_completion_date":"2022-07-24","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:27:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"lannie.chui@discoverycollege.ca","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"40779","email":"teresa.dash@hotmail.com","first_name":"Teresa","last_name":"Gaudet","phone":"2266683068","orgname":"MacLean Engineering & Marketing Co. Ltd.","customer_acct_name":"MacLean Engineering & Marketing Co. Ltd.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"188033","full_name":"Teresa Gaudet, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2011-08-08","city_1":"Barrie","province":"ON","language":"English","phone_2":"7053416334","time_zone":"2","area_code":"705","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-05-28","canceldate":"2025-06-09","cert_status":"ACTIVE","intcode":"99","blocnote":"July 8 2025 She is retiring in 2 to 3 years and now is under organization membership with her company.","dhmsfin_telemarketing_last_contacted_date":"2025-07-08T18:06:00-04:00","old_int_code":"13","pds_july":"9","cpa_certification":"PCP","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"LB2507458","temp_intcode_for_auto_old_int_code":"99","organization_id":"162757","pds_august":"9","pds_september":"9","last_infoline_date_type":"2026-05-26","last_act_type":"2026-05-26","company_paid_thru":"2027-05-31","pcl_status":"P","pcl_completion_date":"2011-12-06","pf1_status":"P","pf1_completion_date":"2012-03-28","pf2_status":"P","pf2_completion_date":"2013-01-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-09-16","number_of_passed_courses":"4","pds_october":"9","trc":"True","wera":"False","pds_november":"9","do_id":"LB2507458","old_do_id":"L25P01686","npi_email_temp":"teresa.dash@hotmail.com","pcl_completion_date_5":"2016-12-06","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"45216","email":"no-email576@ler.com","first_name":"Olivia","last_name":"Cutting","phone":"2508262502","orgname":"Tle'Nax T'awei Group","customer_acct_name":"Tle'Nax T'awei Group","tags":"LER_dummy, 251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"338860","full_name":"Susan Cutting","members_type":"CORP","paid_thru":"2024-09-30","phone_2":"2508262502","organization_id":"233976","trc":"False","wera":"False","province":"YT","last_act_type":"2025-02-09","language":"English","corp_cancel_date":"2024-12-04","do_id":"L25O4044","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25O4044","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email576@ler.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","company_paid_thru":"2024-09-30","blocnote":"May 27 vm","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40740","email":"savemariya@yahoo.com","first_name":"Mariia","last_name":"Savelieva","phone":"4035395009","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"336923","full_name":"Mariia Savelieva","members_type":"CAND","lead_status":"Renewed Lapsed","new_member_date_2":"2024-04-23","city_1":"Calgary","province":"AB","language":"English","phone_2":"8253651342","area_code":"825","time_zone":"4","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2507109","date_of_renewal_identification":"2025-10-08","old_do_id":"L25O02198","last_infoline_date_type":"2025-05-28","last_act_type":"2025-10-30","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-10-18T14:47:00-04:00","temp_intcode_for_auto_old_int_code":"99","pcl_status":"P","pcl_completion_date":"2024-08-05","pf1_status":"P","pf1_completion_date":"2024-11-20","pf2_status":"P","pf2_completion_date":"2025-03-10","number_of_passed_courses":"4","paid_thru":"2026-10-31","old_int_code":"24","trc":"True","wera":"True","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-11-27","cert_status":"PENDING","cpa_certification":"PCP","npi_email_temp":"savemariya@yahoo.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"46118","email":"dlange@richter.ca","first_name":"Dominique","last_name":"Lange","phone":"5149343440","orgname":"Richter & Partners GP\rHeidi Lange, Capital Humain","customer_acct_name":"Richter & Partners GP\rHeidi Lange, Capital Humain","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"248040","full_name":"Dominique Lange","members_type":"CORP","paid_thru":"2023-09-30","phone_2":"4384946003","organization_id":"211388","trc":"False","wera":"False","province":"QC","last_act_type":"2023-11-21","language":"French","last_infoline_date_type":"2023-10-07","corp_cancel_date":"2023-12-02","extension_phone_1":"4679","do_id":"L25O2917","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2917","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"dlange@richter.ca","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37992","email":"araweelo33@gmail.com","first_name":"Aasiya","last_name":"Maxamuud","phone":"4162437880","orgname":"Leon's Furniture Ltd.","customer_acct_name":"Leon's Furniture Ltd.","tags":"npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Aasiya Maxamuud, PCP","language":"English","canceldate":"2025-02-04","cpa_certification":"PCP","extension_phone_1":"54092","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2023-12-18","cert_status":"SUSPENDED","phone_2":"6472207911","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"321467","organization_id":"8077","pipeline_2_members_only_ast":"","paid_thru":"2027-06-30","temp_do_id_for_auto_old_do_id":"L25C10030","old_do_id":"LB2504374","last_act_type":"2025-07-31","company_paid_thru":"2027-06-30","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2023-04-02","pf1_status":"P","pf1_completion_date":"2024-03-19","pf2_status":"P","pf2_completion_date":"2023-06-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-11-11","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"araweelo33@gmail.com","pcl_completion_date_5":"2028-04-02","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","corp_cancel_date":"2022-09-02","do_id":"L25C10030","ln_entered_date":"2026-05-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41365","email":"janvokes@hotmail.com","first_name":"Jan","last_name":"Vokes-DeBoer","phone":"5193714453","orgname":"Bruce Grey Child and Family Services","customer_acct_name":"Bruce Grey Child and Family Services","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"335072","full_name":"Jan Vokes-DeBoer","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2024-04-26","coidnewmbrdate":"2002-05-01","city_1":"Owen Sound","province":"ON","language":"English","time_zone":"2","area_code":"519","phone_2":"5192700832","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2027-04-30","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2505528","organization_id":"59168","last_act_type":"2026-04-19","company_paid_thru":"2027-04-30","pcl_status":"P","pcl_completion_date":"2024-09-03","pf1_status":"P","pf1_completion_date":"2025-04-21","pf2_status":"P","number_of_passed_courses":"4","last_infoline_date_type":"2026-04-03","pds_october":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pds_november":"1","old_do_id":"L25C05146","npi_email_temp":"janvokes@hotmail.com","pf2_completion_date":"2026-02-11","pcl_completion_date_5":"2029-09-03","cert_status":"ACTIVE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-04-17","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","pcp_we":"APPROVED","cpa_certification":"PCP","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40817","email":"jotiffo@gmail.com","first_name":"Johanne","last_name":"Thiffault","phone":"5196502327","orgname":"Whistle Bear Golf Club","customer_acct_name":"Whistle Bear Golf Club","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"313518","full_name":"Johanne Thiffault","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04996","new_member_date_2":"2024-04-29","city_1":"Woodstock","province":"ON","language":"English","phone_2":"9056996928","area_code":"905","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":"L25C04996","last_act_type":"2025-04-03","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2022-09-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-04","number_of_passed_courses":"4","blocnote":"Nov 10 2025 it was very hard for her to get any information on what memberhsip she needs. She paid twice for the membership she doesn't really need. She finished all her courses and they told her in able to get her certifications she needs to be candidate member. She needs more information about how to move forward to the professional membership.","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T14:32:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"55","old_int_code":"23","intcode":"55","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"jotiffo@gmail.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"40860","email":"ziheyang86@gmail.com","first_name":"Zihe","last_name":"Yang","phone":"6138697195","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":"334575","full_name":"Zihe Yang","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05020","new_member_date_2":"2024-04-04","city_1":"Ottawa","province":"ON","language":"English","phone_2":"6138697195","area_code":"613","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":"L25C05020","last_act_type":"2024-11-29","pcl_status":"P","pcl_completion_date":"2024-08-05","pf1_status":"F","pf1_completion_date":"2024-10-17","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T10:52:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"ziheyang86@gmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
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{"contact":{"id":"37348","email":"taylorzichdieno@yahoo.com","first_name":"Taylor","last_name":"Zich-Dieno","phone":"3069534529","orgname":"Mont St. Joseph Home Inc.","customer_acct_name":"Mont St. Joseph Home Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Taylor Zich-Dieno","language":"English","canceldate":"2024-03-02","time_zone":"3","area_code":"306","members_type":"CAND","new_member_date_2":"2025-06-27","phone_2":"3062338666","province":"SK","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"320133","pipeline_2_members_only_ast":"","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2507441","old_do_id":"L25C03199","last_act_type":"2025-06-27","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-04-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"taylorzichdieno@yahoo.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31"}},"seriesid":"163"}
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{"contact":{"id":"40829","email":"roachelle.laprairie@laprairiegroup.com","first_name":"Roachelle","last_name":"LaPrairie","phone":"4039930897","orgname":"LaPrairie Group of Companies","customer_acct_name":"LaPrairie Group of Companies","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"294642","full_name":"Roachelle LaPrairie","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O00978","organization_id":"198131","coidnewmbrdate":"2012-04-13","city_1":"Calgary","province":"AB","language":"English","area_code":"403","time_zone":"4","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Aug 14 2025 vm\r\nLN Nov 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-03T12:06:00-05:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00978","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-05-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"roachelle.laprairie@laprairiegroup.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42210","email":"no-email124@ler.com","first_name":"Mackenzie","last_name":"Koch","phone":"4033462002","orgname":"Koch Fuel Products Inc.","customer_acct_name":"Koch Fuel Products Inc.","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Mackenzie Koch","time_zone":"4","do_id":"L25O01182","language":"English","individual_id":"324244","area_code":"403","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":"L25O01182","province":"AB","organization_id":"66950","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email124@ler.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42035","email":"claudette.doren@outlook.com","first_name":"Claudette","last_name":"Doren","phone":"5143818026","orgname":"Association I.R.I.S.","customer_acct_name":"Association I.R.I.S.","tags":"NPI LN sent to TM","ip4":"10.13.132.208","fields":{"members_type":"AST","extension_phone_1":"225","time_zone":"2","do_id":"L25A01853","language":"French","individual_id":"261515","area_code":"514","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"03","blocnote":"Nov 25 2025 email corrected without renewal\n2026 May 08 call ended due to inactivity, no conversation with Claudette Doren","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:57-04:00","placeholder_email_change_date":"2025-11-25T10:51:08-05:00","regular_email_change_date":"2025-11-25T10:51:07-05:00","canceldate":"2022-05-03","new_member_date_2":"2018-03-12","paid_thru":"2022-02-28","temp_do_id_for_auto_old_do_id":"L25A01853","temp_intcode_for_auto_old_int_code":"03","province":"QC","phone_2":"4383849791","last_infoline_date_type":"2020-01-21","last_act_type":"2022-04-20","full_name":"Claudette Doren","number_of_passed_courses":"0","trc":"False","wera":"False","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","sendapplicationform":"2025-11-25T10:51:00-05:00","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":"Yes","notrenewedwanttorenew":"No","mini_nps":"","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","old_int_code":"17","npi_email_temp":"claudette.doren@outlook.com","formatted_paid_thru":"28\/02\/2022","latest_paid_thru":"2022-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:57-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Claudette Doren but was unable to confirm the identity or engage in a meaningful conversation due to inaudible responses from the user. The call ended due to inactivity without completing any survey or renewal discussion.","aitm_callsummarytitle":"Unsuccessful call - no contact with Claudette Doren","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8aa496bbe864b7de494253094df","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8aa496bbe864b7de494253094df","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"37415","email":"anjjanapoudel@gmail.com","first_name":"Anjana","last_name":"Poudel","phone":"","orgname":"CEDA","customer_acct_name":"CEDA","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Anjana Poudel","language":"English","canceldate":"2023-07-11","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C01155","new_member_date_2":"2020-05-25","phone_2":"7802789285","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"288850","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C01155","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-04-27","pcl_status":"P","pcl_completion_date":"2020-08-30","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"P","pf2_completion_date":"2021-04-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"anjjanapoudel@gmail.com","pcl_completion_date_5":"2025-08-30","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"38979","email":"mariejoseehayes@hotmail.com","first_name":"Marie-Jos\u00e9e","last_name":"Hayes","phone":"5143513000","orgname":"Dominion & Grimm","customer_acct_name":"Dominion & Grimm","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Marie-Jos\u00e9e Hayes","language":"French","canceldate":"2024-05-02","time_zone":"2","area_code":"514","members_type":"CAND","new_member_date_2":"2023-03-13","phone_2":"5146065166","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322615","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03399","last_act_type":"2023-07-28","pcl_status":"E","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"lnc\r\n de retour le 15 dec","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:40:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"mariejoseehayes@hotmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03399","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"contact":{"id":"43097","email":"samantha.mcadory@grainger.com","first_name":"Samantha","last_name":"McAdory","phone":"6306740352","orgname":"Grainger","customer_acct_name":"Grainger","tags":"250919 NPI LN sent to TM, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"354034","full_name":"Samantha McAdory","members_type":"CORP","organization_id":"354036","coidnewmbrdate":"2025-08-21","city_1":"Lake Forest","province":"IL","language":"English","area_code":"630","lead_status":"Renewed Lapsed","time_zone":"3","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"LB2507059","intcode":"99","blocnote":"LN \/ 30 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-18T14:46:00-04:00","temp_intcode_for_auto_old_int_code":"99","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2026-05-28","old_int_code":"24","number_of_passed_courses":"0","paid_thru":"2026-07-31","trc":"False","wera":"False","do_id":"LB2507059","old_do_id":"L25O01364","npi_email_temp":"samantha.mcadory@grainger.com","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"46106","email":"no-email592@ler.com","first_name":"Payroll","last_name":"Department","phone":"5196599301","orgname":"Don Mor Carstar","customer_acct_name":"Don Mor Carstar","tags":"LER_dummy, 251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"328478","full_name":"Payroll Department","members_type":"CORP","paid_thru":"2024-04-30","organization_id":"324751","trc":"False","wera":"False","province":"ON","language":"English","corp_cancel_date":"2024-07-03","do_id":"L25O4166","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4166","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email592@ler.com","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","company_paid_thru":"2024-04-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40916","email":"bdoyin@rocketmail.com","first_name":"Adedoyinsola","last_name":"Bolaji","phone":"8779590026","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"337057","full_name":"Adedoyinsola Bolaji, PCP,ACIPD","members_type":"CORP","lead_status":"Partner","new_member_date_2":"2024-04-26","city_1":"Toronto","province":"ON","language":"English","phone_2":"9055362737","area_code":"905","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2504473","organization_id":"8176","cpa_certification":"PCP","old_do_id":"LB2504473","last_infoline_date_type":"2026-04-30","last_act_type":"2026-04-30","pcl_status":"P","pcl_completion_date":"2024-08-05","pf1_status":"P","pf1_completion_date":"2025-01-17","pf2_status":"P","pf2_completion_date":"2025-04-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-07","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"","npi_email_temp":"bdoyin@rocketmail.com","canceldate":"2026-03-19","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/12\/2026","company_paid_thru":"2026-12-31","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41352","email":"scoleen@yahoo.com","first_name":"Coleen","last_name":"Schmidt-Williams","phone":"","orgname":"Enercare Home & Commercial Services","customer_acct_name":"Enercare Home & Commercial Services","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"332167","full_name":"Coleen Schmidt-Williams, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2023-12-21","coidnewmbrdate":"2023-12-15","city_1":"Brampton","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4167106769","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2027-03-31","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2507124","cert_status":"ACTIVE","organization_id":"198006","cpa_certification":"PCP","last_infoline_date_type":"2025-11-17","last_act_type":"2025-12-22","company_paid_thru":"2027-03-31","pcl_status":"P","pcl_completion_date":"2024-04-30","pf1_status":"P","pf1_completion_date":"2024-08-26","pf2_status":"P","pf2_completion_date":"2024-12-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-05-27","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pcp_we":"APPROVED","canceldate":"2025-12-02","do_id":"LB2507124","old_do_id":"L25C05133","npi_email_temp":"scoleen@yahoo.com","pcl_completion_date_5":"2029-04-30","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42036","email":"cheryl.carlow@fullscript.com","first_name":"Cheryl","last_name":"Carlow","phone":"","orgname":"","customer_acct_name":"","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Cheryl Carlow","time_zone":"2","do_id":"L25A01946","language":"English","individual_id":"298646","phone_2":"6132921402","zerobounce_reason":"(zerobounce invalid)","area_code":"613","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2023-02-28","intcode":"06","blocnote":"Aug 26 2025 vm\n2026 May 08 call reached voicemail, no contact with Cheryl\n2026 May 11 voicemail reached, no human contact\n2026 May 13 call reached voicemail, no contact with Cheryl\n2026 May 15 reached voicemail, no human contact","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","canceldate":"2023-05-02","new_member_date_2":"2021-03-03","temp_do_id_for_auto_old_do_id":"L25A01946","temp_intcode_for_auto_old_int_code":"6","province":"ON","last_infoline_date_type":"2022-07-03","last_act_type":"2022-07-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cheryl.carlow@fullscript.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-15T16:26:42-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent called Cheryl on behalf of the National Payroll Institute but reached voicemail. The agent left a message and did not speak with a human.","aitm_callsummarytitle":"Voicemail reached, no human contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_07fc89cb9f11a0c3b18e0b81ed9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_07fc89cb9f11a0c3b18e0b81ed9"}},"seriesid":"163"}
{"contact":{"id":"42244","email":"val@nailor.com","first_name":"Valentina","last_name":"Nedelcu","phone":"4167443300","orgname":"Nailor Industries Inc.","customer_acct_name":"Nailor Industries Inc.","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Valentina Nedelcu","time_zone":"2","do_id":"L25O01026","language":"English","individual_id":"325178","zerobounce_reason":"abuse","area_code":"416","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":"L25O01026","province":"ON","organization_id":"325177","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"val@nailor.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42128","email":"genevieve.07@live.ca","first_name":"Genevi\u00e8ve","last_name":"Vall\u00e9e","phone":"5146234492","orgname":"","customer_acct_name":"","tags":"Zerobounce indication, npiAlert12, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Genevi\u00e8ve Vall\u00e9e, CRHA","time_zone":"2","do_id":"L25C05002","language":"French","individual_id":"336688","phone_2":"5146234492","zerobounce_reason":"abuse","area_code":"514","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2025-03-31","canceldate":"2025-06-03","new_member_date_2":"2024-04-16","province":"QC","temp_do_id_for_auto_old_do_id":"L25C05002","last_act_type":"2024-04-23","blocnote":"er.8 oct 2025 bv\r\ncompleter 9 oct 2025","dhmsfin_telemarketing_last_contacted_date":"2025-10-09T11:12:00-04:00","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","notrenewednotused":"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":"17","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_intcode_for_auto_old_int_code":"17","pcl_status":"F","pcl_completion_date":"2024-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"genevieve.07@live.ca","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"39450","email":"angelique.frilles@outlook.com","first_name":"Angelique","last_name":"Frilles","phone":"6043311407","orgname":"Atira Women's Resource Society","customer_acct_name":"Atira Women's Resource Society","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Angelique Frilles, PCP","language":"English","canceldate":"2024-03-02","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2019-01-07","cert_status":"ACTIVE","phone_2":"6043126335","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"269008","organization_id":"7952","intcode":"99","blocnote":"June 25 2025 vm\r\nSept 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T12:20:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2504320","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2504320","old_int_code":"6","last_infoline_date_type":"2022-10-31","last_act_type":"2026-04-05","company_paid_thru":"2026-12-31","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":"2020-01-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-05-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"angelique.frilles@outlook.com","pcl_completion_date_5":"2024-03-03","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40934","email":"romaclubbooks@gmail.com","first_name":"Kalee","last_name":"Wright","phone":"5193269539","orgname":"Roma Club of Leamington","customer_acct_name":"Roma Club of Leamington","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"340133","full_name":"Kalee Wright","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01017","organization_id":"335966","coidnewmbrdate":"2024-03-27","city_1":"Leamington","province":"ON","language":"English","area_code":"519","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","blocnote":"Aug 18 2025 Kalee not in\r\nLN Nov 10 2025 Survey completed. Membership not used enough. Kalee was the only one on the corporate membership.","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T10:41:00-05:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O01017","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2025-02-10","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":"The company enrolled me.","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":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"10","trc":"False","wera":"False","npi_email_temp":"romaclubbooks@gmail.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"46146","email":"arshad@evergreencollege.ca","first_name":"Program","last_name":"Coordinator","phone":"4034576400","orgname":"Bay River College","customer_acct_name":"Bay River College","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"250317","full_name":"Program Coordinator","members_type":"CORP","paid_thru":"2023-08-31","organization_id":"228772","trc":"False","wera":"False","province":"AB","language":"English","corp_cancel_date":"2023-11-02","do_id":"L25O2921","number_of_passed_courses":"0","time_zone":"4","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":"L25O2921","npi_email_temp":"arshad@evergreencollege.ca","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41306","email":"lamanantan21@gmail.com","first_name":"Loise","last_name":"Landicho","phone":"6045412100","orgname":"City of White Rock","customer_acct_name":"City of White Rock","tags":"WR250813, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"341312","full_name":"Loise Angieleen Landicho","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2024-08-23","coidnewmbrdate":"14\/10\/16 00:00","city_1":"Surrey","province":"BC","language":"English","time_zone":"5","area_code":"250","phone_2":"6044961234","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-08-31","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","canceldate":"2025-07-31","temp_do_id_for_auto_old_do_id":"LB2505988","organization_id":"50016","last_act_type":"2026-03-27","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2024-11-06","pf1_status":"P","pf1_completion_date":"2025-03-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-27","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2505988","old_do_id":"L25C05100","npi_email_temp":"lamanantan21@gmail.com","pf2_status":"E","pcl_completion_date_5":"2029-11-06","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"43152","email":"bhalwinderkhangura1@gmail.com","first_name":"Bhalwinder","last_name":"Singh","phone":"5149782729","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"297263","full_name":"Bhalwinder Singh","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2024-07-17","paid_thru":"2025-06-30","cert_status":"PENDING","province":"PE","cpa_certification":"PCP","language":"English","phone_2":"5149782729","time_zone":"1","do_id":"L25C06233","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":"L25C06233","old_do_id":"LB2504141","last_act_type":"2025-04-09","pcl_status":"P","pcl_completion_date":"2021-04-07","pf1_status":"P","pf1_completion_date":"2021-06-14","pf2_status":"P","pf2_completion_date":"2021-09-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-30","number_of_passed_courses":"4","intcode":"16","blocnote":"LNC \/ 12 November 2025 Number out of service","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T08:52:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"True","wera":"True","npi_email_temp":"bhalwinderkhangura1@gmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"39497","email":"ronakpatel12321@gmail.com","first_name":"Ronak","last_name":"Patel","phone":"6476427409","orgname":"Aurora Canabis","customer_acct_name":"Aurora Canabis","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ronak Pareshkumar Patel","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C04408","new_member_date_2":"2023-11-24","phone_2":"6476427409","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330964","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04408","last_act_type":"2023-11-24","pcl_status":"P","pcl_completion_date":"2024-03-04","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 18 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T09:03:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"ronakpatel12321@gmail.com","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"40775","email":"ccollin@simplico.ca","first_name":"Catherine","last_name":"Collin","phone":"4507598559","orgname":"Simplico Inc.","customer_acct_name":"Simplico Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"324100","full_name":"Catherine Collin","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O00934","coidnewmbrdate":"2023-04-21","city_1":"Joliette","province":"QC","language":"French","time_zone":"2","area_code":"450","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00934","organization_id":"324101","last_infoline_date_type":"2024-05-21","last_act_type":"2024-05-21","number_of_passed_courses":"0","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T13:33:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"ccollin@simplico.ca","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-05-21","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37948","email":"xlfuuu18@gmail.com","first_name":"Xiaoli","last_name":"Fu","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Xiaoli Shelly Fu","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25P00482","new_member_date_2":"2004-08-06","cert_status":"WITHDRAWN","phone_2":"9056176312","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"81735","intcode":"06","blocnote":"June 17 2025 vm\n2026 May 25 reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:07-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25P00482","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-12-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-04-16","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"xlfuuu18@gmail.com","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","thewithdrawaldate":"2024-10-02","aitm_status_called":"2026-05-25T13:32:06-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was made to Xiaoli but reached 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","session_id":"call_b7f2fe5f895ca4967f4e44e432c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b7f2fe5f895ca4967f4e44e432c"}},"seriesid":"163"}
{"contact":{"id":"37991","email":"kikiflo@yahoo.com","first_name":"Chidimma","last_name":"Iwuoha","phone":"8004726842","orgname":"Scotibank","customer_acct_name":"Scotibank","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Chidimma Iwuoha","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"800","members_type":"CAND","do_id":"L25C04456","new_member_date_2":"2023-12-05","phone_2":"6476875866","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331602","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C04456","last_act_type":"2023-05-12","pcl_status":"F","pcl_completion_date":"2024-02-26","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T09:30:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"kikiflo@yahoo.com","pcl_completion_date_5":"2029-02-26","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"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, 260522 Lapsed DEL","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":"2026-05-28","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","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37499","email":"meg.greschuk@gmail.com","first_name":"Meagan","last_name":"Greschuk","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Meagan Greschuk","language":"English","canceldate":"2024-02-03","time_zone":"4","area_code":"780","members_type":"AST","do_id":"L25A01581","new_member_date_2":"2022-12-08","phone_2":"7809520410","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"319541","intcode":"15","blocnote":"June 16 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 contact answered, initial value Help with Complex given, user not started membership yet","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:46-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A01581","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2023-01-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"meg.greschuk@gmail.com","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:22:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent spoke with Meagan regarding her lapsed Associate membership with the National Payroll Institute. Meagan indicated her initial reason for joining was to receive help with complex payroll compliance issues but expressed she hadn't really started using the membership. The call ended shortly after without completing the full survey or renewal discussion.","aitm_callsummarytitle":"Partial survey with lapsed member","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7cb7946248d8d1637690759a723","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7cb7946248d8d1637690759a723","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"User has not really started using the membership yet.","initialvalue":"Help with Complex","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"39563","email":"dperritt@hotmail.ca","first_name":"Donna","last_name":"Perritt","phone":"4167200941","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Donna Perritt, CHRL","language":"English","canceldate":"2024-07-03","cpa_certification":"CPM","time_zone":"2","area_code":"416","members_type":"PRO","do_id":"L25P00397","new_member_date_2":"2019-05-13","pds_april":"7","cert_status":"WITHDRAWN","phone_2":"4167200941","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"22761","intcode":"21","blocnote":"June 26 2025 only answered the one question","dhmsfin_telemarketing_last_contacted_date":"2025-06-26T10:23:00-04:00","onesentencenotrenewed":"The only reason I didn renew my memberhsip is that I am retired and I don need it anymore. I don have nything bad to say about NPI. they were good.","pds_july":"7","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25P00397","temp_intcode_for_auto_old_int_code":"21","pds_august":"7","pds_september":"7","last_infoline_date_type":"2023-02-16","last_act_type":"2024-01-10","number_of_passed_courses":"0","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"dperritt@hotmail.ca","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"42127","email":"no-email213@ler.com","first_name":"Stephanie","last_name":"Vo","phone":"","orgname":"","customer_acct_name":"","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Stephanie Vo","time_zone":"2","do_id":"L25C05426","language":"English","individual_id":"316180","phone_2":"6473081156","area_code":"647","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2025-01-07","new_member_date_2":"2022-08-31","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C05426","cert_status":"PENDING","province":"ON","cpa_certification":"PCP","last_act_type":"2024-12-11","pcl_status":"P","pcl_completion_date":"2023-02-26","pf1_status":"P","pf1_completion_date":"2024-02-26","pf2_status":"P","pf2_completion_date":"2024-06-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-07-25","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"no-email213@ler.com","pcl_completion_date_5":"2028-02-26","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"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","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"42225","email":"no-email132@ler.com","first_name":"Kelsey","last_name":"Schaeffer","phone":"3069338790","orgname":"","customer_acct_name":"","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Kelsey Schaeffer","time_zone":"3","do_id":"L25O01190","language":"English","individual_id":"242749","area_code":"306","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2025-07-31","temp_do_id_for_auto_old_do_id":"L25O01190","pds_august":"1","last_act_type":"2025-06-30","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"no-email132@ler.com","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"46209","email":"gkerr@kerrfinancial.ca","first_name":"Gitta","last_name":"Kerr","phone":"5148718213","orgname":"Kerr Financial Consultants Inc.","customer_acct_name":"Kerr Financial Consultants Inc.","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"17343","full_name":"Gitta Kerr","members_type":"CORP","paid_thru":"2025-09-30","organization_id":"9856","trc":"False","wera":"False","province":"QC","last_act_type":"2019-08-22","language":"English","corp_cancel_date":"2025-12-02","do_id":"L25O2641","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2641","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"gkerr@kerrfinancial.ca","formatted_paid_thru":"30\/09\/2025","company_paid_thru":"2025-09-30","latest_paid_thru":"2025-09-30","ln_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40918","email":"steph.boot@hotmail.com","first_name":"Stephanie","last_name":"Boot","phone":"6134473542","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":"336620","full_name":"Stephanie Boot","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04830","city_1":"Kemptville","province":"ON","language":"English","area_code":"613","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":"L25C04830","canceldate":"2025-06-03","new_member_date_2":"2024-04-15","phone_2":"6134473542","last_act_type":"2024-12-04","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":"2025-12-02T14:34:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"steph.boot@hotmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"41255","email":"trina.schartner@gmail.com","first_name":"Trina","last_name":"Schartner","phone":"7805328133","orgname":"Peace Wapiti School Division No. 76","customer_acct_name":"Peace Wapiti School Division No. 76","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"258005","full_name":"Trina Schartner, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2017-11-16","coidnewmbrdate":"1995-09-01","city_1":"Sexsmith","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7802284593","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 19 2025 Receptionist said that Trina does not work out of this office.\r\nrenewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:33:00-05:00","temp_do_id_for_auto_old_do_id":"LB2507553","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-10-31","organization_id":"10384","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2018-03-04","pf1_status":"P","pf1_completion_date":"2019-02-24","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-11-26","cpa_certification":"PCP","last_act_type":"2026-12-01","last_infoline_date_type":"2023-05-17","last_conf_date_type":"2025-06-18","company_paid_thru":"2026-09-30","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","old_int_code":"24","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"L25P01919","npi_email_temp":"trina.schartner@gmail.com","pcl_completion_date_5":"2023-03-04","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42069","email":"no-email182@ler.com","first_name":"Deana","last_name":"Martinez","phone":"7203160131","orgname":"Catena Media","customer_acct_name":"Catena Media","tags":"LER_dummy, NPI LN sent to TM, TMAI","ip4":"10.13.131.240","fields":{"members_type":"AST","time_zone":"4","do_id":"L25A01870","language":"English","individual_id":"307516","area_code":"720","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"15","blocnote":"Aug 26 2025 vm\n2026 May 08 call initiated but no conversation beyond greeting and identity check\n2026 May 11 call started, identity confirmed, introduction given, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:45-04:00","regular_email_change_date":"2025-08-26T12:48:01-04:00","placeholder_email_change_date":"2025-08-26T12:48:01-04:00","canceldate":"2024-01-05","new_member_date_2":"2021-11-18","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A01870","temp_intcode_for_auto_old_int_code":"15","province":"NV","last_infoline_date_type":"2022-12-21","last_act_type":"2023-08-05","full_name":"Deana Martinez","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email182@ler.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-11T13:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent reached Deana and confirmed her identity, introduced the purpose of the call regarding her lapsed Associate membership, and asked if she could answer a few questions about her membership experience. The call ended shortly after the initial introduction without further responses from Deana.","aitm_callsummarytitle":"Initial contact and membership inquiry","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"03","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f35f7ec49a5bd19357e4a2f303d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f35f7ec49a5bd19357e4a2f303d","number_of_calls_reached":"2","notrenewedwanttorenew":"No","mini_nps":"3"}},"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","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"37939","email":"inshakim82@gmail.com","first_name":"Insiya","last_name":"Yousuf","phone":"4168291573","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Insiya Yousuf","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2023-04-17","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323712","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03513","last_act_type":"2023-08-21","pcl_status":"F","pcl_completion_date":"2023-08-21","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T09:27:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"inshakim82@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03513","pcl_completion_date_5":"2028-08-21","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"40808","email":"mary@mbanks.ca","first_name":"Mary","last_name":"Banks","phone":"9024990825","orgname":"Mary Banks - Business & Accounting Services","customer_acct_name":"Mary Banks - Business & Accounting Services","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"25657","full_name":"Mary Banks","members_type":"CAND","lead_status":"Refused","do_id":"L25C04826","new_member_date_2":"2020-04-17","city_1":"Halifax","province":"NS","language":"English","area_code":"902","time_zone":"1","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","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04826","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-05-27","pcl_status":"F","pcl_completion_date":"2023-02-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mary@mbanks.ca","pcl_completion_date_5":"2028-02-26","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"38934","email":"raeannlafleur@yahoo.ca","first_name":"Raeann","last_name":"Lafleur","phone":"7804668700","orgname":"Dawson Wallace Construction Ltd.","customer_acct_name":"Dawson Wallace Construction Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Raeann Lafleur","language":"English","canceldate":"2025-02-04","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C04543","new_member_date_2":"2023-12-21","phone_2":"7809042993","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"332628","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C04543","last_act_type":"2024-01-15","pcl_status":"P","pcl_completion_date":"2024-05-01","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T11:41:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"raeannlafleur@yahoo.ca","pcl_completion_date_5":"2029-05-01","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"37373","email":"aleks567@gmail.com","first_name":"Aleksandra","last_name":"Saleh","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Aleksandra Saleh","language":"English","canceldate":"2023-02-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01387","new_member_date_2":"2020-12-16","phone_2":"4038366915","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"295914","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25C01387","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-11-25","pcl_status":"P","pcl_completion_date":"2021-04-07","pf1_status":"P","pf1_completion_date":"2021-08-03","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"aleks567@gmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
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{"contact":{"id":"40913","email":"ucha.kathir@yummymarket.ca","first_name":"Mila","last_name":"Sak","phone":"4166652424","orgname":"Yummy Market","customer_acct_name":"Yummy Market","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"214142","full_name":"Mila Sak","members_type":"CORP","lead_status":"Refused","organization_id":"194419.0","coidnewmbrdate":"2012-01-17","city_1":"Toronto","province":"ON","language":"English","area_code":"416","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Aug 18 2025 Mila Saks no longer there. Transferred to Ucha Kathir she said that she has her personal membership and will be renewing and that 2 other personnel that were part of corporate membership are no longer there.\r\n21 October 2025 Not in the office\r\n30 October 2025 VM\r\nLN \/ 07 November 2025 Ucha already renewed her Associate membership NPI #: 250644 - they will not renew the corporate since she is already a memebr","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T11:43:00-05:00","old_int_code":"13","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"LB2507574","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_act_type":"2023-06-02","number_of_passed_courses":"0","pds_october":"1","regular_email_change_date":"2025-11-07T11:43:21-05:00","onesentencenotrenewed":"CORP -> PRO","date_of_renewal_identification":"","old_do_id":"L25O01002","trc":"False","wera":"False","pds_november":"1","do_id":"LB2507574","npi_email_temp":"ucha.kathir@yummymarket.ca","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"40807","email":"elisa.squires.747@gmail.com","first_name":"Elisa","last_name":"Squires","phone":"5142517015","orgname":"IUSMM","customer_acct_name":"IUSMM","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"313458","full_name":"Elisa Squires","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04989","new_member_date_2":"2024-04-16","city_1":"Montreal","province":"QC","language":"English","phone_2":"5146422502","extension_phone_1":"49583","area_code":"514","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":"L25C04989","last_act_type":"2024-04-16","pcl_status":"P","pcl_completion_date":"2022-07-11","pf1_status":"P","pf1_completion_date":"2022-08-08","pf2_status":"P","pf2_completion_date":"2022-09-18","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC \/ 10 November 2025 VM\r\nLNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T09:50:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"elisa.squires.747@gmail.com","pcl_completion_date_5":"2027-07-11","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
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{"contact":{"id":"44568","email":"hmartin2379@gmail.com","first_name":"Hannah","last_name":"Martin","phone":"7786833370","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"318237","full_name":"Hannah Martin, Bookkeeper","members_type":"CAND","new_member_date_2":"2023-10-29","paid_thru":"2026-09-30","phone_2":"7786833370","pcl_status":"P","pcl_completion_date":"2023-02-23","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2023-07-26","trc":"True","wera":"False","province":"BC","last_act_type":"2026-02-13","language":"English","lead_status":"Renewed Lapsed","time_zone":"5","number_of_passed_courses":"3","temp_do_id_for_auto_old_do_id":"L25C8380","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-02-14","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"LNC Dec 4 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T16:42:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"hmartin2379@gmail.com","old_int_code":"06","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"41331","email":"gigi_mokhles2002@hotmail.com","first_name":"Gihan","last_name":"Morkos","phone":"4164872020","orgname":"Amica Mature Lifestyles","customer_acct_name":"Amica Mature Lifestyles","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"344432","full_name":"Gihan Morkos","members_type":"CAND","lead_status":"Renewed Lapsed","new_member_date_2":"2024-11-13","coidnewmbrdate":"2013-07-18","city_1":"Ajax","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"6478611466","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-10-31","date_of_renewal_identification":"2025-09-11","temp_do_id_for_auto_old_do_id":"LB2505250","organization_id":"217079","last_act_type":"2025-10-30","company_paid_thru":"2026-06-30","pcl_status":"P","pcl_completion_date":"2025-04-24","pf1_status":"P","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","old_do_id":"L25C05113","pf1_completion_date":"2025-12-20","pf2_status":"P","npi_email_temp":"gigi_mokhles2002@hotmail.com","pcl_completion_date_5":"2030-04-24","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","pf2_completion_date":"2026-05-13","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42091","email":"no-email194@ler.com","first_name":"Stephen","last_name":"Busbice","phone":"9726536019","orgname":"Heidelberg Materials, Inc.","customer_acct_name":"Heidelberg Materials, Inc.","tags":"LER_dummy, NPI LN sent to TM, TMAI","ip4":"10.13.144.137","fields":{"members_type":"AST","time_zone":"3","language":"English","individual_id":"327260","area_code":"972","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"01","blocnote":"Aug 26 2025 vm\n2026-05-08 invalid phone destination, phone: +19726536019\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 invalid phone destination, phone: +19726536019\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 invalid phone destination, phone: +19726536019\n2026 May 13 contact declined renewal, no longer working in payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:08:25-04:00","placeholder_email_change_date":"2025-08-26T12:54:15-04:00","regular_email_change_date":"2025-08-26T12:54:15-04:00","canceldate":"2024-10-02","new_member_date_2":"2023-07-24","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25A01881","temp_intcode_for_auto_old_int_code":"01","province":"TX","phone_2":"4699875051","last_act_type":"2024-07-22","full_name":"Stephen Busbice","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email194@ler.com","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","called_by":"Tri","aitm_status_called":"2026-05-13T14:21:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","session_id":"call_948f95c1a55a84cad53d41e379f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_948f95c1a55a84cad53d41e379f","npi_transcriptsummary":"The agent spoke with Stephen regarding his lapsed Associate membership with the National Payroll Institute. Stephen answered survey questions about his membership experience but declined to renew because he is no longer working in payroll. The call ended politely after the agent thanked him.","aitm_callsummarytitle":"Membership Renewal Declined - No Longer in Payroll","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","mini_nps":"3","onesentencenotrenewed":"No longer working in payroll.","initialvalue":"Help with Complex","age_range":"46-60","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01881","number_of_calls_reached":"1"}},"seriesid":"163"}
{"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","old_do_id":"L25C02399","npi_email_temp":"vicky.akow@gmail.com","pcl_completion_date_5":"2031-02-03","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"39490","email":"tkdgrl71@gmail.com","first_name":"Kimberly","last_name":"Clarke","phone":"9058477608","orgname":"Paytrak Payroll Services Ltd.","customer_acct_name":"Paytrak Payroll Services Ltd.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Kimberly Clarke, PCP","language":"English","canceldate":"2024-10-29","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","do_id":"","new_member_date_2":"2022-12-01","cert_status":"ACTIVE","phone_2":"2897959104","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND reached 3 years limit for renewal","intcode":"21","individual_id":"319372","organization_id":"11203","temp_do_id_for_auto_old_do_id":"L25C03137","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2026-05-15","company_paid_thru":"2026-09-30","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-02-13","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","npi_email_temp":"tkdgrl71@gmail.com","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03137","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39512","email":"severine.quitich@cdam.ca","first_name":"Quitich","last_name":"S\u00e9verine","phone":"8199718863","orgname":"Marche Alimentation Manawan","customer_acct_name":"Marche Alimentation Manawan","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Quitich S\u00e9verine","language":"French","canceldate":"2024-12-04","time_zone":"2","area_code":"819","members_type":"CAND","do_id":"L25C04410","new_member_date_2":"2023-11-01","pds_april":"1","phone_2":"4508985600","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331014","pds_july":"1","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04410","pds_august":"1","pds_september":"1","last_act_type":"2023-10-31","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"severine.quitich@cdam.ca","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"41461","email":"navkaler99@gmail.com","first_name":"Navdeep","last_name":"Kaler","phone":"2048887951","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"305062","full_name":"Navdeep Kaler, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2021-09-14","coidnewmbrdate":"2004-07-28","city_1":"Winnipeg","province":"MB","language":"English","time_zone":"3","area_code":"204","phone_2":"2049963939","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 26 2025 Navdeep no longer works there","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T10:53:00-04:00","old_int_code":"16","paid_thru":"2026-08-31","temp_do_id_for_auto_old_do_id":"LB2506593","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","cpa_certification":"PCP","date_of_renewal_identification":"2025-09-17","last_act_type":"2025-12-09","pcl_status":"P","pcl_completion_date":"2022-01-16","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"P","pf2_completion_date":"2022-10-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-06-28","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"L25P01844","npi_email_temp":"navkaler99@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"38946","email":"sarabjotkaur469@gmail.com","first_name":"Sarabjot","last_name":"Kaur","phone":"3065960028","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sarabjot Kaur","language":"English","canceldate":"2024-08-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C03828","new_member_date_2":"2023-06-19","phone_2":"3065960028","province":"SK","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326259","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03828","last_act_type":"2023-06-28","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:43:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"sarabjotkaur469@gmail.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"42253","email":"no-email31@ler.com","first_name":"Julianna","last_name":"Macgregor","phone":"6133926891","orgname":"Ducon Contractors Ltd.","customer_acct_name":"Ducon Contractors Ltd.","tags":"LER_dummy, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Julianna Macgregor","time_zone":"2","do_id":"L25A01906","language":"English","individual_id":"310394","phone_2":"6139201231","area_code":"613","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"16","blocnote":"Sept 2 2025 she doesnt work there anymore\n2026 May 08 agent reached Shneur, Julianna not available\n2026 May 11 contact informed Julianna no longer works here, no new contact info available","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:49-04:00","old_int_code":"08","canceldate":"2023-04-04","new_member_date_2":"2022-02-23","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A01906","temp_intcode_for_auto_old_int_code":"16","province":"ON","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":"no-email31@ler.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called to speak with Julianna but was informed by the user that Julianna no longer works at that location 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","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1009d5255c034d6149fe8a27acf","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1009d5255c034d6149fe8a27acf","number_of_calls_reached":"2","notrenewedwanttorenew":"No"}},"seriesid":"163"}
{"contact":{"id":"37454","email":"cchen@scottspringfield.com","first_name":"Cindy","last_name":"Chen","phone":"4037704199","orgname":"Scott Springfield Mfg. Inc.","customer_acct_name":"Scott Springfield Mfg. Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Cindy Chen","language":"English","canceldate":"2024-03-02","time_zone":"4","area_code":"403","members_type":"CAND","new_member_date_2":"2023-01-11","phone_2":"4036068066","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"320356","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C03213","last_infoline_date_type":"2023-01-19","last_act_type":"2023-01-19","pcl_status":"F","pcl_completion_date":"2023-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 26 November 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","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03213","npi_email_temp":"cchen@scottspringfield.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"39595","email":"congluo0533@hotmail.com","first_name":"Cong","last_name":"Luo","phone":"4037088762","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Cong Luo","language":"English","canceldate":"2023-03-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P01253","new_member_date_2":"2019-01-08","cert_status":"WITHDRAWN_CPE","phone_2":"4037088762","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"270616","intcode":"06","blocnote":"June 27 2025 vm\r\nSept 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T12:29:00-04:00","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":"L25P01253","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2019-05-06","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":"2019-07-04","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"congluo0533@hotmail.com","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"40877","email":"kimberley.gin@mheducation.com","first_name":"Kimberley","last_name":"Gin","phone":"3802023020","orgname":"McGraw-Hill Ryerson Ltd","customer_acct_name":"McGraw-Hill Ryerson Ltd","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"233484","full_name":"Kimberley Gin","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O00967","organization_id":"5129","coidnewmbrdate":"1979-03-01","city_1":"Blacklick","province":"OH","language":"English","phone_2":"3802023020","area_code":"380","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Aug 14 2025 vm\r\nLN Nov 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-03T13:40:00-05:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00967","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2021-09-16","last_act_type":"2025-05-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"kimberley.gin@mheducation.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41327","email":"ks_kprmistry@yahoo.in","first_name":"Khushboo","last_name":"Mistry","phone":"9057613333","orgname":"FGF Brands Inc.","customer_acct_name":"FGF Brands Inc.","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"342950","full_name":"Khushboo Mistry","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2024-11-14","coidnewmbrdate":"2014-09-05","city_1":"Cambridge","province":"ON","language":"English","time_zone":"2","area_code":"905","phone_2":"6477877997","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-08-31","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2505955","organization_id":"228404","last_act_type":"2025-05-26","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2025-03-07","pf1_status":"F","pf1_completion_date":"2025-07-02","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2505955","old_do_id":"L25C05111","canceldate":"2026-01-06","npi_email_temp":"ks_kprmistry@yahoo.in","pcl_completion_date_5":"2030-03-07","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37938","email":"tanyakaske@yahoo.ca","first_name":"Tatiana","last_name":"Petritskaia","phone":"4168386949","orgname":"TP Accounting","customer_acct_name":"TP Accounting","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Tatiana Petritskaia","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"PRO","do_id":"L25P00731","new_member_date_2":"2013-08-23","pds_april":"1","cert_status":"WITHDRAWN","phone_2":"4168386949","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"191334","blocnote":"june 17 2025 completed\n2026 May 25 call reached voicemail, no message left\n2026 May 25 contact refused to renew and requested cancellation.\n2026 May 26 contact requested callback for renewal discussion\n2026 May 27 call disconnected early, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-27T10:32:08-04:00","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":"Yes","npivaluenotdeliveredspecify":"I thought it would be easier to find a job through NPI Membership","careerchange":"Yes","careerchangespecify":"I am not doing 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":"15","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pds_july":"1","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25P00731","temp_intcode_for_auto_old_int_code":"15","pds_august":"1","pds_september":"1","last_act_type":"2024-12-31","pcl_status":"P","pcl_completion_date":"2011-11-30","pf1_status":"P","pf1_completion_date":"2012-01-03","pf2_status":"P","pf2_completion_date":"2012-02-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-03-05","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"tanyakaske@yahoo.ca","pcl_completion_date_5":"2016-11-30","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","thewithdrawaldate":"2024-10-02","aitm_status_called":"2026-05-27T10:32:08-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was very brief and disconnected shortly after initiation without meaningful conversation or task completion.","aitm_callsummarytitle":"Call disconnected early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"10","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3e061a27edc866c90786e3bc15f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3e061a27edc866c90786e3bc15f","number_of_total_call_attempts":"4","onesentencenotrenewed":"User does not need the membership and wants to cancel it.","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P00731","number_of_calls_reached":"2","ln_entered_date":"2026-05-26","called_by":"AC Automation","npi_call_back_date_and_time":"2026-05-27T10:07:00-04:00","npi_call_back_time_hour":"10","npi_call_back_time_minute":"07"}},"seriesid":"163"}
{"contact":{"id":"43117","email":"lyana.gioeva@magna.com","first_name":"Liana","last_name":"Gioeva","phone":"9057267084","orgname":"Magna International Inc","customer_acct_name":"Magna International Inc","tags":"WR250827, npiAlert13, npiAlert14, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Liana Gioeva","coidnewmbrdate":"1993-01-08","city_1":"East Gwillimbury","province":"ON","phone_2":"6478888337","lead_status":"Lapsed DEL","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-04-02","new_member_date_2":"2021-02-03","paid_thru":"2026-08-31","individual_id":"297680","organization_id":"9024","language":"English","members_type":"CORP","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2506184","time_zone":"2","last_act_type":"2025-08-22","intcode":"21","blocnote":"LN Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T13:37:00-04:00","temp_intcode_for_auto_old_int_code":"21","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"F","pf1_completion_date":"2023-07-26","number_of_passed_courses":"1","old_do_id":"L25O01436","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","trc":"True","wera":"False","company_paid_thru":"2026-08-31","do_id":"LB2506184","npi_email_temp":"lyana.gioeva@magna.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"46131","email":"rnaicker@rbs.ca","first_name":"Reshmi","last_name":"Naicker","phone":"6046823664","orgname":"RBS Management LP","customer_acct_name":"RBS Management LP","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"24232","full_name":"Reshmi Naicker","members_type":"CORP","paid_thru":"2023-12-31","organization_id":"94976","trc":"False","wera":"False","province":"BC","last_act_type":"2024-05-14","language":"English","last_infoline_date_type":"2024-05-14","corp_cancel_date":"2024-03-02","extension_phone_1":"9544","do_id":"L25O2919","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2919","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"rnaicker@rbs.ca","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37957","email":"jazmari0304@gmail.com","first_name":"Marilou","last_name":"Telan","phone":"7809607171","orgname":"North American Construction Group","customer_acct_name":"North American Construction Group","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Marilou Telan, PCP","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","new_member_date_2":"2023-04-11","cert_status":"ACTIVE","phone_2":"7803400611","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"323722","organization_id":"85240","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2505554","old_do_id":"LB2505554","last_act_type":"2024-06-28","company_paid_thru":"2026-12-31","date_of_renewal_identification":"2025-10-08","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","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","npi_email_temp":"jazmari0304@gmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39949","email":"sandralwyn@yahoo.ca","first_name":"Susan","last_name":"Pinto","phone":"8778018018","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Susan Pinto, PCP","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","extension_phone_1":"703512","time_zone":"2","area_code":"877","members_type":"CORP","do_id":"","new_member_date_2":"2019-05-17","cert_status":"ACTIVE","phone_2":"6479146072","province":"ON","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"275822","organization_id":"8176","pipeline_2_members_only_ast":"","intcode":"99","blocnote":"partner NPI","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T08:16:00-04:00","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25P01295","temp_intcode_for_auto_old_int_code":"99","old_int_code":"20","last_infoline_date_type":"2026-10-04","last_act_type":"2026-10-04","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2019-08-16","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":"2023-01-20","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sandralwyn@yahoo.ca","pcl_completion_date_5":"2024-08-16","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25P01295","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38972","email":"menalie02@hotmail.com","first_name":"M\u00e9lanie","last_name":"Lebeau","phone":"5142968095","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"M\u00e9lanie Lebeau","language":"French","canceldate":"2024-12-04","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C04341","new_member_date_2":"2023-10-12","phone_2":"5142968095","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330292","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04341","last_act_type":"2023-12-10","pcl_status":"F","pcl_completion_date":"2023-12-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"lnc\r\n11 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:39:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"menalie02@hotmail.com","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"42057","email":"no-email175@ler.com","first_name":"Karina","last_name":"Houde","phone":"5146210361","orgname":"Automat Technologies Inc.","customer_acct_name":"Automat Technologies Inc.","tags":"LER_dummy, NPI LN sent to TM, TMAI","ip4":"10.13.141.88","fields":{"members_type":"AST","time_zone":"2","do_id":"L25A01864","language":"English","individual_id":"298479","area_code":"514","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"15","blocnote":"Aug 27 2025 vm\n2026 May 08 call started, agent introduced herself and mentioned lapsed membership, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:22-04:00","regular_email_change_date":"2025-08-27T13:23:48-04:00","placeholder_email_change_date":"2025-08-27T13:23:48-04:00","canceldate":"2022-04-02","new_member_date_2":"2021-02-26","paid_thru":"2022-01-31","temp_do_id_for_auto_old_do_id":"L25A01864","temp_intcode_for_auto_old_int_code":"15","province":"QC","phone_2":"5146210361","last_infoline_date_type":"2021-11-06","last_act_type":"2022-09-04","full_name":"Karina Houde","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email175@ler.com","formatted_paid_thru":"31\/01\/2022","latest_paid_thru":"2022-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:22-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Karina and introduced herself, mentioning the lapsed Associate membership and the intent to ask a few questions. 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","session_id":"call_6c6a3aec026f264fd7da77c7ef3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6c6a3aec026f264fd7da77c7ef3","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"40851","email":"ushani.wijewantha@gmail.com","first_name":"Ushani","last_name":"Wijewantha","phone":"7788837054","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":"335207","full_name":"Ushani Wijewantha","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2024-04-10","city_1":"Surrey","province":"BC","language":"English","phone_2":"7788837054","area_code":"778","time_zone":"5","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"LB2507577","last_act_type":"2025-04-03","pcl_status":"F","pcl_completion_date":"2024-06-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 27 November 2025 Not in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T18:59:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","old_int_code":"12","notrenewednolongerinpayroll":"Yes","date_of_renewal_identification":"","old_do_id":"L25C05015","do_id":"LB2507577","npi_email_temp":"ushani.wijewantha@gmail.com","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
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{"contact":{"id":"44619","email":"yuanyuanyang599@gmail.com","first_name":"Yuanyuan","last_name":"Yang","phone":"5488883546","orgname":"ACP Solutions Inc.","customer_acct_name":"ACP Solutions Inc.","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"343455","full_name":"Yuanyuan Yang","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-16","paid_thru":"2025-09-30","phone_2":"5488883546","pcl_status":"P","pcl_completion_date":"2025-02-03","pf1_status":"P","pf1_completion_date":"2025-04-16","pf2_status":"P","pf2_completion_date":"2025-10-01","trc":"True","wera":"False","province":"ON","last_act_type":"2024-10-15","language":"English","do_id":"L25C8430","lead_status":"Lapsed Member","time_zone":"2","number_of_passed_courses":"3","temp_do_id_for_auto_old_do_id":"L25C8430","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 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T13:19:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"yuanyuanyang599@gmail.com","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"42103","email":"no-email92@ler.com","first_name":"Christiane","last_name":"Breton","phone":"5143755800","orgname":"Grifols Canada Th\u00e9rapeutiques Inc.","customer_acct_name":"Grifols Canada Th\u00e9rapeutiques Inc.","tags":"LER_dummy, NPI LN sent to TM","ip4":"10.13.141.88","fields":{"members_type":"CORP","full_name":"Christiane Breton","time_zone":"2","do_id":"L25O00951","language":"English","individual_id":"323697","area_code":"514","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"06","blocnote":"Aug 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T14:03:00-04:00","regular_email_change_date":"2025-08-27T14:03:05-04:00","placeholder_email_change_date":"2025-08-27T14:03:05-04:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00951","temp_intcode_for_auto_old_int_code":"6","province":"QC","organization_id":"323696","last_act_type":"2024-09-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email92@ler.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37420","email":"tina.idobooks@gmail.com","first_name":"Kristina","last_name":"Hanna","phone":"2502648745","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Kristina Hanna","language":"English","canceldate":"2023-11-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C02954","new_member_date_2":"2022-09-14","phone_2":"2502648745","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316801","paid_thru":"2023-08-31","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":"L25C02954","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-13","pcl_status":"P","pcl_completion_date":"2023-01-09","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"tina.idobooks@gmail.com","pcl_completion_date_5":"2028-01-09","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"42067","email":"no-email181@ler.com","first_name":"Christy","last_name":"MacMartin","phone":"7057371900","orgname":"Markatvet Inc.","customer_acct_name":"Markatvet Inc.","tags":"LER_dummy, TMAI","ip4":"10.13.144.137","fields":{"members_type":"AST","time_zone":"2","do_id":"L25A01869","language":"English","individual_id":"307024","area_code":"705","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"16","blocnote":"Aug 27 2025 she doesnt work there anymore\n2026 May 08 reached wrong number at Barry Animal Hospital, no renewal discussion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:35-04:00","regular_email_change_date":"2025-08-27T13:31:32-04:00","placeholder_email_change_date":"2025-08-27T13:31:32-04:00","old_int_code":"08","canceldate":"2023-01-05","new_member_date_2":"2021-11-08","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A01869","temp_intcode_for_auto_old_int_code":"16","province":"ON","phone_2":"7053319786","last_act_type":"2024-03-17","full_name":"Christy MacMartin","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email181@ler.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:35-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called the number asking for Christy MacMartin but reached Kyra at Barry Animal Hospital, who informed the agent that it was the wrong number. The agent ended the call politely after confirming the mistake.","aitm_callsummarytitle":"Wrong Number Reached","notrenewedwanttorenew":"No","onesentencenotrenewed":"Wrong number, no renewal discussion.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_15c241808026a44dad435599d8a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_15c241808026a44dad435599d8a","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"41986","email":"alexander.katelnikoff@peocanada.com","first_name":"Alexander","last_name":"Katelnikoff","phone":"4032376081","orgname":"PEO Canada Ltd.","customer_acct_name":"PEO Canada Ltd.","tags":"WR250723, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"members_type":"CORP","coidnewmbrdate":"2002-01-07","city_1":"Calgary","province":"AB","origin":"Lapsed members","found":"DO4 Company","lead_status":"Lapsed DEL","date_of_renewal_identification":"2025-07-25","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-06-30","individual_id":"352889","organization_id":"6848","language":"English","full_name":"Alexander Katelnikoff","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":"LB2504211","temp_do_id_for_auto_old_do_id":"LB2504211","npi_email_temp":"alexander.katelnikoff@peocanada.com","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30"}},"seriesid":"163"}
{"contact":{"id":"40736","email":"okornevski@gmail.com","first_name":"Olga","last_name":"Kornevski","phone":"6475155354","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":"339300","full_name":"Olga Kornevski","members_type":"CAND","do_id":"L25C04803","lead_status":"Lapsed Member","new_member_date_2":"2024-06-28","city_1":"Toronto","province":"ON","language":"English","phone_2":"6475155354","area_code":"647","time_zone":"2","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2025-05-09","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25C04803","last_act_type":"2025-09-05","pcl_status":"P","pcl_completion_date":"2024-11-01","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T10:51:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"okornevski@gmail.com","pcl_completion_date_5":"2029-11-01","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"39539","email":"debra.bond@shaw.ca","first_name":"Debra-May","last_name":"Bond","phone":"6048375808","orgname":"Cedar Grove Baptist Church","customer_acct_name":"Cedar Grove Baptist Church","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Debra-May Bond","language":"English","canceldate":"2024-12-04","cpa_certification":"CPM","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P00395","new_member_date_2":"1998-10-30","pds_april":"21","cert_status":"WITHDRAWN","phone_2":"6048375808","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"21234","intcode":"02","blocnote":"June 26 2025 vm\r\n24 September 2025 VM\n2026 May 12 call reached voicemail, no message left\n2026 May 12 call reached voicemail, no contact made\n2026 May 14 - Reached voicemail; no message left\n2026 May 14 - Reached voicemail, no message left\n2026 May 19 call reached voicemail, no human answer\n2026 May 19 contact wants to renew and sent the email - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T12:42:13-04:00","pds_july":"21","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25P00395","temp_intcode_for_auto_old_int_code":"02","pds_august":"21","pds_september":"21","last_act_type":"2025-04-03","number_of_passed_courses":"0","pds_october":"21","trc":"False","wera":"False","pds_november":"21","npi_email_temp":"debra.bond@shaw.ca","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","thewithdrawaldate":"2024-12-04","aitm_status_called":"2026-05-19T13:02:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Debra-May to discuss her lapsed Professional membership with the National Payroll Institute. Debra-May expressed interest in renewing her membership and the agent confirmed her email to send the renewal procedure. The call concluded successfully with the renewal email sent.","aitm_callsummarytitle":"Membership Renewal Interest Confirmed","notrenewedwanttorenew":"Yes","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_d56fbd51fcda3d806277383cd6f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d56fbd51fcda3d806277383cd6f","mini_nps":"5","onesentencenotrenewed":"Contact not reached; voicemail.","initialvalue":"Designation","othermemberbenefit":"Not provided","prootherreasonsnottorenew":"Contact not reached; no reason provided.","age_range":"46-60","sendapplicationform":"2026-05-19T13:07:00-04:00","thewithdrawaldate_3_years":"2027-12-04","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"38995","email":"thalliday@annapoliscounty.ca","first_name":"Tina","last_name":"Halliday","phone":"9029553671","orgname":"Municipality of the County of Annapolis","customer_acct_name":"Municipality of the County of Annapolis","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Tina Halliday","language":"English","canceldate":"2023-08-30","time_zone":"1","area_code":"902","members_type":"CORP","new_member_date_2":"2023-03-13","phone_2":"9025262005","province":"NS","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"322624","organization_id":"177262","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2507471","date_of_renewal_identification":"2026-05-28","old_do_id":"L25O02195","last_act_type":"2023-03-11","company_paid_thru":"2026-08-31","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-10-18T14:37:00-04:00","temp_intcode_for_auto_old_int_code":"99","number_of_passed_courses":"0","paid_thru":"2026-08-31","old_int_code":"24","trc":"False","wera":"False","do_id":"LB2507471","npi_email_temp":"thalliday@annapoliscounty.ca","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38028","email":"puripriyanka15@gmail.com","first_name":"Priyanka","last_name":"Priyanka","phone":"7787234044","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Priyanka Priyanka","language":"English","canceldate":"2024-06-04","time_zone":"5","area_code":"778","members_type":"CAND","new_member_date_2":"2023-04-25","phone_2":"7787234044","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323775","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03523","last_infoline_date_type":"2023-12-07","last_act_type":"2023-08-27","pcl_status":"P","pcl_completion_date":"2023-08-27","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T12:22:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"puripriyanka15@gmail.com","pcl_completion_date_5":"2028-08-27","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03523","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"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","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"38971","email":"anna.dilley@icloud.com","first_name":"Anna","last_name":"Dilley","phone":"6048177705","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Anna Dilley","language":"English","canceldate":"2024-10-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C04053","new_member_date_2":"2023-08-14","phone_2":"6048177705","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327960","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25C04053","last_act_type":"2024-10-25","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:46:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"anna.dilley@icloud.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"39590","email":"jac2834@gmail.com","first_name":"Jackie","last_name":"Clayton","phone":"7092377300","orgname":"NL Classifieds","customer_acct_name":"NL Classifieds","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Jackie Clayton","language":"English","canceldate":"2024-02-03","cpa_certification":"PCP","time_zone":"1","area_code":"709","members_type":"PRO","do_id":"L25P00872","new_member_date_2":"2013-12-20","cert_status":"WITHDRAWN","phone_2":"7096820008","province":"NL","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"221621","intcode":"02","blocnote":"June 27 2025 Survey completed She said the membership is over priced for what you get.\n2026 May 11 call reached gatekeeper, Jackie not available, no message left\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 contact interested in renewing, sent renewal email, asked about discount, forwarded question for follow-up","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:41:04-04:00","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":"No","expectationsnotmet":"Yes","expectationsnotmetspecify":"It did not do anything for me.","membershipcost":"Yes","membershipcostspecify":"The cost of membership.","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I wasn't asked for the certification in the private sector.","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"There was nothing do during Covid and also people have busy lives.","engagingstrategiesspecify":"Lunch meetings for an hour.","mini_nps":"1","age_range":"61+","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25P00872","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2024-03-05","pcl_status":"P","pcl_completion_date":"2014-03-19","pf1_status":"P","pf1_completion_date":"2014-05-21","pf2_status":"P","pf2_completion_date":"2014-07-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-03-19","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"jac2834@gmail.com","pcl_completion_date_5":"2019-03-19","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","thewithdrawaldate":"2024-02-03","aitm_status_called":"2026-05-11T14:56:42-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Jackie to discuss her lapsed NPI Professional membership, asked survey questions about her membership experience, and confirmed her interest in renewing. An email with renewal instructions was sent to her, and her question about discounts was forwarded to the appropriate team for follow-up. The call ended with the user expressing appreciation and the agent closing professionally.","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":"Neutral","retell_call_status":"ended","session_id":"call_836ed8d34253d21efca7c47b2a9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_836ed8d34253d21efca7c47b2a9","number_of_calls_reached":"2","sendapplicationform":"2026-05-11T15:00:00-04:00","thewithdrawaldate_3_years":"2027-02-03","initialvalue":"Designation","concernquestion":"Contact asked about possible discounts for renewing membership today, which was forwarded to the appropriate team for follow-up."}},"seriesid":"163"}
{"contact":{"id":"37587","email":"isabellaahmedbd@gmail.com","first_name":"Sanjida","last_name":"Ahmed","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sanjida Ahmed, Payroll Assistant","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"3","area_code":"204","members_type":"CAND","new_member_date_2":"2022-09-21","cert_status":"PENDING","phone_2":"2044650038","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316983","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"LB2505477","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":"L25C02970","last_act_type":"2023-01-11","pcl_status":"P","pcl_completion_date":"2023-01-19","pf1_status":"P","pf1_completion_date":"2023-05-25","pf2_status":"P","pf2_completion_date":"2023-09-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-01","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"LB2505477","npi_email_temp":"isabellaahmedbd@gmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"46125","email":"amanda.martiny@wago.com","first_name":"Amanda","last_name":"Martiny","phone":"2622556222","orgname":"WAGO Corp.","customer_acct_name":"WAGO Corp.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"248238","full_name":"Amanda Martiny","members_type":"CORP","paid_thru":"2024-10-31","organization_id":"214028","trc":"False","wera":"False","province":"WI","last_act_type":"2022-07-07","language":"English","corp_cancel_date":"2025-01-07","do_id":"L25O2918","number_of_passed_courses":"0","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":"L25O2918","npi_email_temp":"amanda.martiny@wago.com","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","company_paid_thru":"2024-10-31","blocnote":"May 26 vm","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44631","email":"kalebschlese@gmail.com","first_name":"Kaleb","last_name":"Schlese","phone":"8259770311","orgname":"ThinkEasy Bookkeeping","customer_acct_name":"ThinkEasy Bookkeeping","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"343900","full_name":"Kaleb Schlese","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-30","paid_thru":"2025-09-30","pcl_status":"F","pcl_completion_date":"2025-03-07","trc":"False","wera":"False","province":"AB","last_act_type":"2024-10-28","language":"English","do_id":"L25C8442","lead_status":"Lapsed Member","time_zone":"4","number_of_passed_courses":"0","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8442","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"kalebschlese@gmail.com","pcl_completion_date_5":"2030-03-07","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"37976","email":"aross486@gmail.com","first_name":"Allyson","last_name":"Ross","phone":"9024468474","orgname":"Shannex Health Care","customer_acct_name":"Shannex Health Care","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Allyson Ross","language":"English","canceldate":"2024-04-02","time_zone":"1","area_code":"902","members_type":"CORP","new_member_date_2":"2023-02-16","phone_2":"9029862516","province":"NS","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"321441","organization_id":"33295","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2504388","date_of_renewal_identification":"2026-05-28","old_do_id":"L25O02187","last_act_type":"2026-03-26","company_paid_thru":"2026-08-31","intcode":"99","blocnote":"LN Oct 21 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-10-21T10:44:00-04:00","temp_intcode_for_auto_old_int_code":"99","pcl_status":"P","pcl_completion_date":"2023-06-28","pf1_status":"P","pf1_completion_date":"2024-05-06","pf2_status":"P","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-04-04","number_of_passed_courses":"4","paid_thru":"2026-08-31","old_int_code":"07","trc":"True","wera":"True","do_id":"LB2504388","cert_status":"ACTIVE","pf2_completion_date":"2025-12-23","npi_email_temp":"aross486@gmail.com","pcp_we":"APPROVED","pcl_completion_date_5":"2028-06-28","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","cpa_certification":"PCP","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"40789","email":"babli.sihra@gmail.com","first_name":"Babli","last_name":"Sihra","phone":"9059025689","orgname":"","customer_acct_name":"","tags":"250903 Update AST from Mem Portal","ip4":"127.0.0.1","fields":{"individual_id":"284415","full_name":"Babli Sihra, PCP","members_type":"PRO","lead_status":"Refused","new_member_date_2":"2025-05-22","city_1":"Stoney Creek","province":"ON","language":"English","time_zone":"2","area_code":"905","phone_2":"9059025689","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","cert_status":"ACTIVE","blocnote":"June 19 2025 completed ( both emails sent)","dhmsfin_telemarketing_last_contacted_date":"2025-06-19T10:26:00-04:00","intcode":"21","sendwelcomeapplicationform":"2025-06-19T10:23:00-04:00","sendcandapplicationform":"2025-06-19T10:25:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","source_of_membership":"Recom","job_title":"PayrollAdmin","payroll_experience_in_years":"6-10","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":"31-45","canceldate":"2021-03-02","cpa_certification":"PCP","paid_thru":"2026-04-30","sendmonthlyastemail":"2025-09-03T12:13:00-04:00","temp_do_id_for_auto_old_do_id":"LB2504452","temp_intcode_for_auto_old_int_code":"21","old_do_id":"LB2504452","old_int_code":"99","last_infoline_date_type":"2026-03-25","last_act_type":"2026-03-25","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2020-03-29","pf1_status":"P","pf1_completion_date":"2020-07-19","pf2_status":"P","pf2_completion_date":"2020-10-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-04-25","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"babli.sihra@gmail.com","pcl_completion_date_5":"2025-03-29","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","do_id":"","ln_entered_date":"2026-06-02"}},"seriesid":"163"}
{"contact":{"id":"46090","email":"jillian.graeter@mmc.com","first_name":"Jillian","last_name":"Graeter","phone":"","orgname":"Marsh & McLennan Companies","customer_acct_name":"Marsh & McLennan Companies","tags":"npiAlert9, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"328079","full_name":"Jillian Graeter","members_type":"CORP","paid_thru":"2024-08-31","organization_id":"8406","trc":"False","wera":"False","province":"KY","last_act_type":"2026-04-23","language":"English","last_infoline_date_type":"2024-01-08","corp_cancel_date":"2024-11-02","do_id":"L25O4163","number_of_passed_courses":"0","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":"L25O4163","npi_email_temp":"jillian.graeter@mmc.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","company_paid_thru":"2024-08-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37577","email":"aca.sakina@gmail.com","first_name":"Sakina","last_name":"Alaoui","phone":"6043556565","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sakina Ismaili Alaoui","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"604","members_type":"CAND","new_member_date_2":"2023-05-15","phone_2":"6043556565","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"325036","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03675","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":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:53:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"aca.sakina@gmail.com","pcl_completion_date_5":"2028-09-09","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03675"}},"seriesid":"163"}
{"contact":{"id":"41296","email":"rajveerkaur52752@gmail.com","first_name":"Rajveer","last_name":"Kaur","phone":"2049412195","orgname":"Air Canada","customer_acct_name":"Air Canada","tags":"WR250813, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"325764","full_name":"Rajveer Kaur, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2023-06-05","coidnewmbrdate":"1980-01-05","city_1":"Winnipeg","province":"MB","language":"English","time_zone":"3","area_code":"204","phone_2":"4317785913","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","cpa_certification":"PCP","cert_status":"ACTIVE","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"LB2506888","organization_id":"5820","last_act_type":"2025-09-30","company_paid_thru":"2026-05-31","pcl_status":"P","pcl_completion_date":"2023-10-11","pf1_status":"P","pf1_completion_date":"2024-01-26","pf2_status":"P","pf2_completion_date":"2024-05-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-11-21","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2506888","old_do_id":"L25C05095","npi_email_temp":"rajveerkaur52752@gmail.com","pcl_completion_date_5":"2028-10-11","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37493","email":"merazi@yahoo.com","first_name":"Merazi","last_name":"Akhter","phone":"9058464659","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Merazi Akhter","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C01398","new_member_date_2":"2021-01-06","phone_2":"4168290958","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"296100","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C01398","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-05-10","pcl_status":"P","pcl_completion_date":"2021-04-18","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":"merazi@yahoo.com","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"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":"2023-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email52@ler.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"44569","email":"flameblaster5000@hotmail.com","first_name":"Chung","last_name":"Mak","phone":"","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"318172","full_name":"Chung Kwun Mak","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2022-10-28","paid_thru":"2025-09-30","phone_2":"6474036398","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2023-02-16","pf1_status":"P","pf1_completion_date":"2023-08-23","pf2_status":"P","pf2_completion_date":"2024-01-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-03-22","trc":"True","wera":"True","cpa_certification":"PCP","province":"ON","last_act_type":"2024-04-08","language":"English","do_id":"LB2505182","lead_status":"Refused","time_zone":"2","number_of_passed_courses":"4","intcode":"21","temp_do_id_for_auto_old_do_id":"LB2505182","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":"L25C8381","pcp_we":"APPROVED","npi_email_temp":"flameblaster5000@hotmail.com","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"37963","email":"loraineyuloramos11@gmail.com","first_name":"Loraine","last_name":"Ramos","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Loraine Ramos","language":"English","canceldate":"2024-09-04","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C03958","new_member_date_2":"2023-07-25","phone_2":"3064340369","province":"SK","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327282","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03958","last_act_type":"2023-12-10","pcl_status":"P","pcl_completion_date":"2023-11-02","pf1_status":"P","pf1_completion_date":"2023-12-20","pf2_status":"P","pf2_completion_date":"2024-06-25","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T15:52:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"loraineyuloramos11@gmail.com","pcl_completion_date_5":"2028-11-02","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"37935","email":"gadpailled@gmail.com","first_name":"Danielle","last_name":"Gadpaille","phone":"2896842397","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Danielle Gadpaille","language":"English","canceldate":"2024-04-02","time_zone":"2","area_code":"289","members_type":"CAND","new_member_date_2":"2023-02-03","phone_2":"2896842397","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"321374","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C03274","last_act_type":"2023-07-09","pcl_status":"P","pcl_completion_date":"2023-05-28","number_of_passed_courses":"1","intcode":"21","blocnote":"LNc Nov 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T13:06:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"gadpailled@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03274","pcl_completion_date_5":"2028-05-28","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"39551","email":"lori_a_metzger@yahoo.ca","first_name":"Lori","last_name":"Metzger","phone":"4039458486","orgname":"Propak Systems Ltd.","customer_acct_name":"Propak Systems Ltd.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Lori Metzger","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","new_member_date_2":"2015-04-01","pds_april":"1","cert_status":"WITHDRAWN","phone_2":"4039801382","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"21401","intcode":"01","blocnote":"June 26 2025 there is no lori there ask for payroll\r\nLN \/ 01 October 2025 No one by that name\n2026 May 14 - reached Liam who is not Lori; will call back later.\n2026 May 19 voicemail reached for Liam Clucas\n2026 May 19 contact declined renewal due to retirement","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T13:12:00-04:00","pds_july":"1","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25P00396","temp_intcode_for_auto_old_int_code":"01","pds_august":"1","old_int_code":"06","pds_september":"1","last_conf_date_type":"2021-06-09","last_act_type":"2024-02-09","pcl_status":"P","pcl_completion_date":"2016-02-21","pf1_status":"P","pf1_completion_date":"2016-06-21","pf2_status":"P","pf2_completion_date":"2016-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-07-06","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"lori_a_metzger@yahoo.ca","pcl_completion_date_5":"2021-02-21","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","thewithdrawaldate":"2024-06-04","aitm_status_called":"2026-05-19T13:27:03-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent spoke with Terry, who confirmed Lori was unavailable but then spoke directly. The agent conducted a membership survey, and Terry expressed satisfaction with the NPI membership but declined to renew due to retirement.","aitm_callsummarytitle":"Membership survey and renewal declined due to retirement","notrenewedwanttorenew":"No","mini_nps":"5","onesentencenotrenewed":"Contact declined to renew because they are retired and done working in payroll.","initialvalue":"Career","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Reached wrong contact; no renewal discussion.","age_range":"61+","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_05ca6651b265bd696c5d62f42f2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_05ca6651b265bd696c5d62f42f2","number_of_calls_reached":"2","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P00396"}},"seriesid":"163"}
{"contact":{"id":"42080","email":"no-email85@ler.com","first_name":"Payroll","last_name":"Department","phone":"4039322234","orgname":"Spray Lake Sawmills (1980) Ltd","customer_acct_name":"Spray Lake Sawmills (1980) Ltd","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Payroll Department","time_zone":"4","do_id":"L25O01149","language":"English","individual_id":"316458","area_code":"403","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O01149","province":"AB","organization_id":"24381","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email85@ler.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39550","email":"m.nykamp@hotmail.ca","first_name":"Monica","last_name":"LeTourneux","phone":"7784407443","orgname":"Parallel CPA Inc.","customer_acct_name":"Parallel CPA Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Monica LeTourneux","language":"English","time_zone":"5","area_code":"778","members_type":"PRO","do_id":"L25P01133","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"255656","intcode":"06","blocnote":"June 26 2025 vm\r\n24 September 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-09-24T18:32:00-04:00","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":"L25P01133","temp_intcode_for_auto_old_int_code":"06","canceldate":"2023-03-02","new_member_date_2":"2022-01-18","cert_status":"WITHDRAWN","province":"BC","cpa_certification":"PCP","phone_2":"2505166592","old_int_code":"21","last_act_type":"2023-05-31","pcl_status":"P","pcl_completion_date":"2017-11-05","pf1_status":"P","pf1_completion_date":"2017-12-03","pf2_status":"P","pf2_completion_date":"2018-01-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-09-19","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"m.nykamp@hotmail.ca","pcl_completion_date_5":"2022-11-05","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"37444","email":"shampavi621@yahoo.com","first_name":"Rajishampavi","last_name":"Ainkaran","phone":"9052910445","orgname":"CDI College (Brampton Campus)","customer_acct_name":"CDI College (Brampton Campus)","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rajishampavi Ainkaran","language":"English","canceldate":"2023-12-02","time_zone":"2","area_code":"905","members_type":"CAND","new_member_date_2":"2022-10-11","phone_2":"6475102335","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"314695","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"LB2507162","last_act_type":"2022-11-10","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":"L25C02662","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":"LB2507162","npi_email_temp":"shampavi621@yahoo.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"42379","email":"victor.bansria@yk1.nt.ca","first_name":"Victor","last_name":"Bansria","phone":"8677665050","orgname":"Yellowknife Education District No.1","customer_acct_name":"Yellowknife Education District No.1","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"344092","full_name":"Victor Bansria","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2024-11-08","city_1":"Yellowknife","province":"BC","language":"English","time_zone":"4","area_code":"867","phone_2":"2363085239","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-09-30","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2507623","organization_id":"7881","last_infoline_date_type":"2026-05-03","last_act_type":"2026-05-03","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2025-05-05","pf1_status":"P","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"LB2507623","old_do_id":"L25C05576","pf1_completion_date":"2025-12-23","pf2_status":"P","canceldate":"2026-01-06","npi_email_temp":"victor.bansria@yk1.nt.ca","pf2_completion_date":"2026-04-15","pcl_completion_date_5":"2030-05-05","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41253","email":"sayed2000@hotmail.com","first_name":"Zarghamuddin","last_name":"Sayed","phone":"6047135201","orgname":"Vancouver School Board","customer_acct_name":"Vancouver School Board","tags":"npiAlert12, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"209642","full_name":"Zarghamuddin Sayed, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2025-01-27","coidnewmbrdate":"1998-07-30","city_1":"Richmond","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"6047795786","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 19 2025 busy call back\r\nAug 19 2025 He is no longer under professional membership he is under corporate membership\r\nLN \/ 29 October 2025 NPI #: 209642","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T15:46:00-04:00","old_int_code":"13","temp_do_id_for_auto_old_do_id":"LB2507111","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-07-31","organization_id":"13535","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2013-03-04","pf1_status":"P","pf1_completion_date":"2013-05-31","pf2_status":"P","pf2_completion_date":"2013-11-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-12-16","cpa_certification":"PCP","last_act_type":"2026-12-01","company_paid_thru":"2026-07-31","number_of_passed_courses":"4","date_of_renewal_identification":"2026-05-28","trc":"True","wera":"False","do_id":"LB2507111","old_do_id":"L25P01918","npi_email_temp":"sayed2000@hotmail.com","canceldate":"2026-03-03","pcl_completion_date_5":"2018-03-04","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39554","email":"savitri_chetram@yahoo.com","first_name":"Savitri","last_name":"Chetram","phone":"4372175226","orgname":"","customer_acct_name":"","tags":"250627 phone recovered, npiAlert13","ip4":"10.13.134.24","fields":{"full_name":"Savitri Chetram","language":"English","canceldate":"2023-09-26","cpa_certification":"PCP","time_zone":"2","area_code":"437","members_type":"CORP","new_member_date_2":"2018-12-12","cert_status":"ACTIVE","phone_2":"6478713856","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"270166","intcode":"99","blocnote":"June 26 2025 wrong info","dhmsfin_telemarketing_last_contacted_date":"2025-06-26T10:18:00-04:00","old_int_code":"08","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"AST02617","temp_intcode_for_auto_old_int_code":"99","old_do_id":"AST02617","last_infoline_date_type":"2023-08-31","last_act_type":"2026-04-24","date_of_renewal_identification":"2025-12-19","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":"2019-07-09","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","telemarketing_call_date":"2025-06-26","npi_email_temp":"savitri_chetram@yahoo.com","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_paid_thru":"2026-09-30","company_status":"A","organization_id":"62373"}},"seriesid":"163"}
{"contact":{"id":"38980","email":"cmcdorman86@gmail.com","first_name":"Courtney","last_name":"McDorman","phone":"7809154312","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Courtney McDorman","language":"English","canceldate":"2024-08-02","cpa_certification":"CPM","time_zone":"4","area_code":"780","members_type":"PRO","do_id":"L25P00563","new_member_date_2":"2007-06-05","cert_status":"WITHDRAWN","phone_2":"7809154312","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"117864","intcode":"06","blocnote":"Survey completed She is no longer payroll. She said that the it was not challenging to participate in event it was just the cost.\n2026 May 12 voicemail reached, message left for Courtney McDorman\n2026 May 12 voicemail reached, message left for Courtney McDorman\n2026 May 14 - Reached voicemail; message prompt heard.\n2026 May 14 - Reached voicemail for Courtney; offered to leave message - no message left\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 reached voicemail, no message left\n2026 May 21 call reached voicemail, message left\n2026 May 21 call reached voicemail, Courtney McDorman not available","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:07-04:00","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":"Yes","membershipcostspecify":"I was not working.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am no longer in payroll and changed profession.","hardtoparticipateevents":"No","engagingstrategiesspecify":"Less costly webinars and free info sessions for new comers to payroll.","mini_nps":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25P00563","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-10-31","pcl_status":"P","pcl_completion_date":"2007-11-12","pf1_status":"P","pf1_completion_date":"2008-04-20","pf2_status":"P","pf2_completion_date":"2009-04-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-02-10","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"cmcdorman86@gmail.com","pcl_completion_date_5":"2012-11-12","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","thewithdrawaldate":"2024-08-02","aitm_status_called":"2026-05-21T11:52:05-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The agent called to speak with Courtney McDorman on behalf of the National Payroll Institute but reached voicemail and was informed that Courtney was not available.","aitm_callsummarytitle":"Voicemail reached, contact unavailable","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"1","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ee0458f42fa4710f759c1c9c920","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ee0458f42fa4710f759c1c9c920","onesentencenotrenewed":"Contact not available; voicemail reached.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Voicemail reached, no reason provided","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"41999","email":"karimamerchant2@gmail.com","first_name":"Amaan","last_name":"Merchant","phone":"8672224858","orgname":"MB Packaging","customer_acct_name":"MB Packaging","tags":"Zerobounce indication, npiAlert13, 250903 Update Lapsed from Mem portal, TMAI","ip4":"0.0.0.0","fields":{"lead_status":"Lapsed Member","province":"NU","full_name":"Amaan Merchant","language":"English","origin":"","explicit_consent_date":"","domain_1":"","domain_2":"","attended_webinar":"","lapsed_expiration_date":"","email2":"","individual_id":"333377","members_type":"AST","time_zone":"3","do_id":"L25A01948","area_code":"","never_call":"","region":"","city_1":"","found":"","last_engaged_date":"","nonactive_reason":"","last_login_date":"","old_do_id":"","blocnote":"Aug 26 2025 vm\r\nnot authorized to dial this number\n2026 May 08 call reached Amaan, user asked origin of call, call ended early without survey or renewal 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The user asked where the call was from, and the agent reiterated the purpose of the call. The call ended shortly after without further conversation or survey questions.","aitm_callsummarytitle":"Brief introduction call, no renewal discussion","aitm_status_called":"2026-05-08T12:36:49-04:00","number_of_calls_reached":"1","number_of_call_attempts":"0","initialvalue":"Other","astotherreasonsnottorenew":"User did not provide reason for not renewing during the call.","npi_email_temp":"karimamerchant2@gmail.com","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"1","called_by":"Tri","session_id":"call_524f77f2fa600ea3e769998e108","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_524f77f2fa600ea3e769998e108","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
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{"contact":{"id":"41279","email":"frankois68@gmail.com","first_name":"Francois","last_name":"St-Pierre","phone":"8888503303","orgname":"Groupe Komplice Inc.","customer_acct_name":"Groupe Komplice Inc.","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"111561","full_name":"Francois St-Pierre, LAP,CPA","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2017-02-08","coidnewmbrdate":"2020-09-15","city_1":"Carignan","province":"QC","language":"French","time_zone":"2","area_code":"888","phone_2":"4385059440","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"LB2505195","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T14:25:00-05:00","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-08-31","organization_id":"292650","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2008-01-10","pf1_status":"P","pf1_completion_date":"2008-04-28","pf2_status":"P","pf2_completion_date":"2009-02-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-05-01","cpa_certification":"GAP","last_act_type":"2026-12-01","last_infoline_date_type":"2022-08-16","company_paid_thru":"2026-08-31","number_of_passed_courses":"4","date_of_renewal_identification":"2026-05-28","old_int_code":"06","trc":"False","wera":"False","pds_november":"13","do_id":"LB2505195","old_do_id":"L25P01931","npi_email_temp":"frankois68@gmail.com","canceldate":"2026-04-02","pcl_completion_date_5":"2013-01-10","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38046","email":"top.rotmas@yahoo.com","first_name":"Temitope","last_name":"Rotimi","phone":"4315566660","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Temitope Rotimi","language":"English","canceldate":"2024-11-02","time_zone":"3","area_code":"341","members_type":"CAND","do_id":"L25C04229","new_member_date_2":"2023-09-15","phone_2":"4315566660","province":"MB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329345","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04229","last_act_type":"2023-09-15","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T16:40:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"top.rotmas@yahoo.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"39516","email":"dianelarocque75@gmail.com","first_name":"Diane","last_name":"Tavares","phone":"5199936125","orgname":"D. T. Bookkeeping Solutions","customer_acct_name":"D. T. Bookkeeping Solutions","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Diane Tavares","language":"English","canceldate":"2024-03-02","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"PRO","do_id":"L25P01485","new_member_date_2":"2021-01-07","cert_status":"WITHDRAWN","phone_2":"5199936125","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"296398","intcode":"01","blocnote":"June 26 2025 vm\r\nLN \/ 02 October 2025 VM\n2026 May 15 - reached voicemail\n2026 May 15 call reached voicemail\n2026 May 19 contact declined renewal due to no longer working in payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T09:42:03-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25P01485","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2021-02-09","last_act_type":"2024-05-31","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2021-10-03","pf2_status":"P","pf2_completion_date":"2022-02-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-03-08","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"dianelarocque75@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-19T09:42:03-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Diane regarding her lapsed Professional membership with the National Payroll Institute. Diane shared her reasons for joining, rated her satisfaction highly, but declined to renew due to no longer working in payroll. The call concluded with the agent thanking her.","aitm_callsummarytitle":"Membership Renewal Declined Due to Career Change","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5b0adf5d1551820e856556af570","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5b0adf5d1551820e856556af570","mini_nps":"5","onesentencenotrenewed":"Cannot afford it right now and no longer working in payroll.","initialvalue":"Stay Current","age_range":"46-60","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"38994","email":"myrasantosildes@yahoo.com","first_name":"Myra","last_name":"Daracan","phone":"7808491214","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Myra Daracan","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C04055","new_member_date_2":"2023-09-12","phone_2":"7808491214","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327968","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04055","last_act_type":"2023-12-09","pcl_status":"P","pcl_completion_date":"2023-11-27","pf1_status":"P","pf1_completion_date":"2024-02-05","pf2_status":"P","pf2_completion_date":"2024-04-27","number_of_passed_courses":"3","intcode":"07","blocnote":"Nov 7 2025 vm\r\nLNC Dec 15 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T11:38:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"07","trc":"True","wera":"False","old_int_code":"06","npi_email_temp":"myrasantosildes@yahoo.com","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"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, TMAI","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":"06","blocnote":"Aug 26 2025 vm\r\nnumber not in service\n2026-05-08 invalid phone destination, phone: +12049853826\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 invalid phone destination, phone: +12049853826\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 invalid phone destination, phone: +12049853826\n2026 May 13 call reached voicemail, no contact made\n2026-05-15 invalid phone destination, phone: +12049853826\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:39-04:00","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":"06","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","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:46-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_882ba6d6ff5bf95269bae34f5ed","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_882ba6d6ff5bf95269bae34f5ed","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"38977","email":"vicbrown03@yahoo.com","first_name":"Victor","last_name":"Brown","phone":"","orgname":"Outlooktrust & Innovation","customer_acct_name":"Outlooktrust & Innovation","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Victor Brown","language":"English","canceldate":"2025-01-07","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P00818","new_member_date_2":"2014-11-25","cert_status":"WITHDRAWN","phone_2":"4034540711","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"213209","intcode":"15","blocnote":"June 23 2025 vm\n2026 May 25 call disconnected early after user mentioned remote access code, no resolution","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:07-04:00","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25P00818","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2021-12-04","last_act_type":"2025-07-04","pcl_status":"P","pcl_completion_date":"2013-05-17","pf1_status":"P","pf1_completion_date":"2013-06-17","pf2_status":"P","pf2_completion_date":"2013-07-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-07-11","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"vicbrown03@yahoo.com","pcl_completion_date_5":"2018-05-17","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","thewithdrawaldate":"2025-01-07","aitm_status_called":"2026-05-25T14:32:09-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was very brief and disconnected shortly after the user mentioned 'remote access code'. The agent attempted to clarify the user's question but the call ended abruptly without resolution.","aitm_callsummarytitle":"Call disconnected after brief interaction","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","old_int_code":"6","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ec16553b510e286afc5980c8f00","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ec16553b510e286afc5980c8f00","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37425","email":"cherellelhyde@gmail.com","first_name":"Cherelle","last_name":"Hyde","phone":"7059701057","orgname":"Virtual Finance Department","customer_acct_name":"Virtual Finance Department","tags":"WR250730, npiAlert14, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Cherelle Hyde","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"705","members_type":"CORP","new_member_date_2":"2023-04-13","phone_2":"7059053781","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"323154","pipeline_2_members_only_ast":"","paid_thru":"2027-06-30","coidnewmbrdate":"2025-07-28","city_1":"Innisfil","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2504734","organization_id":"353157","old_do_id":"L25O01415","last_infoline_date_type":"2026-03-13","last_act_type":"2026-03-13","company_paid_thru":"2027-06-30","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-10-18T14:20:00-04:00","temp_intcode_for_auto_old_int_code":"99","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-11-02","number_of_passed_courses":"2","old_int_code":"24","trc":"True","wera":"False","do_id":"LB2504734","npi_email_temp":"cherellelhyde@gmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42246","email":"leannecapstick@hotmail.com","first_name":"Helena-Anne","last_name":"Capstick","phone":"9024978210","orgname":"UKG","customer_acct_name":"UKG","tags":"Zerobounce indication, npiPartnerAccount, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Helena-Anne Capstick, PCP","time_zone":"1","language":"English","individual_id":"247410","phone_2":"9024978210","zerobounce_reason":"abuse","area_code":"902","lead_status":"Partner","pipeline_1_lapsed_members":"","cpa_certification":"PCP","cert_status":"ACTIVE","paid_thru":"2027-02-28","canceldate":"2025-10-01","new_member_date_2":"2021-07-26","temp_do_id_for_auto_old_do_id":"LB2506044","province":"NS","organization_id":"33788","pipeline_2_members_only_ast":"","old_do_id":"LB2506044","last_infoline_date_type":"2024-09-23","last_act_type":"2026-04-29","blocnote":"Oct 8 2025 completed \r\nemail confirmed and she switched form personal to company's membership","dhmsfin_telemarketing_last_contacted_date":"2025-10-08T10:26:00-04:00","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","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":"18","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_intcode_for_auto_old_int_code":"18","company_paid_thru":"2027-02-28","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","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":"","last_conf_date_type":"2026-06-02","npi_email_temp":"leannecapstick@hotmail.com","pcl_completion_date_5":"2022-04-02","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38960","email":"kaurga@icloud.com","first_name":"Gagandeep","last_name":"Kaur","phone":"9715880000","orgname":"Mmib","customer_acct_name":"Mmib","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Gagandeep Kaur","language":"English","canceldate":"2024-05-02","time_zone":"3","area_code":"972","members_type":"CAND","new_member_date_2":"2023-03-28","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322606","paid_thru":"2024-02-29","blocnote":"Nov 27 2025 vm","intcode":"21","temp_do_id_for_auto_old_do_id":"L25C03397","temp_intcode_for_auto_old_int_code":"21","phone_2":"9715880000","extension_phone_2":"0","last_act_type":"2023-07-29","pcl_status":"F","pcl_completion_date":"2023-07-26","number_of_passed_courses":"0","trc":"False","wera":"False","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:44:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"06","npi_email_temp":"kaurga@icloud.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03397","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"39100","email":"sanam_104@yahoo.com","first_name":"Mahsa","last_name":"Jamshidi","phone":"6046537179","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Mahsa Jamshidi","language":"English","canceldate":"2024-10-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C04065","new_member_date_2":"2023-08-15","phone_2":"6046537179","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328027","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04065","last_act_type":"2023-09-21","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T14:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"sanam_104@yahoo.com","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"39937","email":"belmendonca72@gmail.com","first_name":"Maria","last_name":"Mendonca","phone":"","orgname":"Government of Alberta","customer_acct_name":"Government of Alberta","tags":"npiPartnerAccount","ip4":"127.0.0.1","fields":{"full_name":"Maria Isabel Mendonca, PMP, ITIL","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"4","area_code":"587","members_type":"PRO","do_id":"L25P00655","new_member_date_2":"2009-09-10","cert_status":"WITHDRAWN","phone_2":"5879824480","province":"AB","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"158294","pipeline_2_members_only_ast":"","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25P00655","last_act_type":"2025-05-20","pcl_status":"P","pcl_completion_date":"2010-01-15","pf1_status":"P","pf1_completion_date":"2010-05-18","pf2_status":"P","pf2_completion_date":"2011-06-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-02-16","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"belmendonca72@gmail.com","pcl_completion_date_5":"2015-01-15","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"42071","email":"no-email183@ler.com","first_name":"Julianna","last_name":"Macgregor","phone":"6133926891","orgname":"Ducon Contractors Ltd.","customer_acct_name":"Ducon Contractors Ltd.","tags":"LER_dummy, TMAI","ip4":"10.13.135.221","fields":{"members_type":"AST","time_zone":"2","do_id":"L25A01871","language":"English","individual_id":"310394","area_code":"613","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"16","blocnote":"Aug 27 2025 she no longer works there\n2026 May 08 call initiated but no conversation after greeting\n2026 May 11 contact informed Julianna no longer works there","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:46-04:00","placeholder_email_change_date":"2025-08-27T13:33:47-04:00","regular_email_change_date":"2025-08-27T13:33:47-04:00","old_int_code":"08","canceldate":"2023-04-04","new_member_date_2":"2022-02-23","paid_thru":"2023-01-31","temp_do_id_for_auto_old_do_id":"L25A01871","temp_intcode_for_auto_old_int_code":"16","province":"ON","phone_2":"6139201231","last_infoline_date_type":"2022-12-19","last_act_type":"2022-12-19","full_name":"Julianna Macgregor","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email183@ler.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called to speak with Julianna but was informed by the respondent that Julianna no longer works at that location. The agent thanked the respondent and ended the call without obtaining new contact information.","aitm_callsummarytitle":"Contact Not Available - No Longer Works Here","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9d4afde199c6a1df8405f40a24a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9d4afde199c6a1df8405f40a24a","number_of_calls_reached":"2"}},"seriesid":"163"}
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{"contact":{"id":"37533","email":"cgrupiljonas@gmail.com","first_name":"Carla","last_name":"Grupiljonas","phone":"4162228282","orgname":"Toronto Catholic District School Board","customer_acct_name":"Toronto Catholic District School Board","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Carla Grupiljonas, PCP","language":"English","canceldate":"2024-04-03","cpa_certification":"PCP","extension_phone_1":"2311","time_zone":"2","area_code":"416","members_type":"CORP","do_id":"","new_member_date_2":"2022-05-16","cert_status":"ACTIVE","phone_2":"4168242685","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"312923","organization_id":"67531","temp_do_id_for_auto_old_do_id":"L25C02403","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-01-31","company_paid_thru":"2027-05-31","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"P","pf1_completion_date":"2023-08-22","pf2_status":"P","pf2_completion_date":"2024-03-27","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","npi_email_temp":"cgrupiljonas@gmail.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02403","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39024","email":"nwalker@rlginternational.com","first_name":"Nicole","last_name":"Walker","phone":"6044883670","orgname":"RLG International","customer_acct_name":"RLG International","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Nicole Walker","language":"English","canceldate":"2024-01-19","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P00822","new_member_date_2":"2022-11-25","pds_april":"4","cert_status":"WITHDRAWN","phone_2":"6048364071","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","intcode":"03","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"214376","blocnote":"June 23 2025 vm\r\nSept 4 2025 vm\n2026 May 25 call reached gatekeeper Katie; Nicole not available","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:07-04:00","pds_july":"4","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25P00822","temp_intcode_for_auto_old_int_code":"03","pds_august":"4","pds_september":"4","last_infoline_date_type":"2021-06-16","last_act_type":"2024-04-18","pcl_status":"P","pcl_completion_date":"2014-06-04","pf1_status":"P","pf1_completion_date":"2015-06-22","pf2_status":"P","pf2_completion_date":"2016-06-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-06-20","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"4","npi_email_temp":"nwalker@rlginternational.com","organization_id":"359454","pcl_completion_date_5":"2019-06-04","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","thewithdrawaldate":"2024-01-19","aitm_status_called":"2026-05-25T14:07:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached a person named Katie who confirmed Nicole Walker was not available. The call was intended for Nicole regarding her lapsed Professional membership but ended shortly after without further conversation.","aitm_callsummarytitle":"Call reached gatekeeper, Nicole unavailable","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9a7b72dadffb45ed80e56e661a8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9a7b72dadffb45ed80e56e661a8","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"42030","email":"csciotto@shaw.ca","first_name":"Christine","last_name":"Sciotto","phone":"","orgname":"Alberta Innovates","customer_acct_name":"Alberta Innovates","tags":"Zerobounce indication, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Christine Sciotto","time_zone":"4","do_id":"L25A01945","language":"English","individual_id":"241512","phone_2":"7802608014","zerobounce_reason":"(zerobounce invalid)","area_code":"780","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","pds_july":"4","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","paid_thru":"2023-02-28","intcode":"05","blocnote":"Aug 26 2025 number not in service\n2026-05-08 Dial no answer, phone: +17802608014\n2026-05-11 Dial no answer, phone: +17802608014\n2026-05-15 Dial no answer, phone: +17802608014","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:47-04:00","old_int_code":"16","notrenewedother":"Phone cannot be recovered","canceldate":"2023-05-02","new_member_date_2":"2016-03-03","temp_do_id_for_auto_old_do_id":"L25A01945","temp_intcode_for_auto_old_int_code":"05","province":"AB","pds_august":"4","pds_september":"4","last_infoline_date_type":"2020-03-27","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2016-06-13","pf1_status":"P","pf1_completion_date":"2017-01-01","pf2_status":"P","pf2_completion_date":"2017-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-10-27","number_of_passed_courses":"4","pds_october":"4","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"4","npi_email_temp":"csciotto@shaw.ca","pcl_completion_date_5":"2021-06-13","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-15T18:22:47-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_ed41fd385fe31a212a0344c579b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ed41fd385fe31a212a0344c579b"}},"seriesid":"163"}
{"contact":{"id":"41340","email":"abby_peacock@outlook.com","first_name":"Abigail","last_name":"Peacock","phone":"2508240653","orgname":"Hazelwood Finance Inc.","customer_acct_name":"Hazelwood Finance Inc.","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"329704","full_name":"Abigail Peacock","members_type":"CAND","lead_status":"Renewed Lapsed","new_member_date_2":"2023-10-26","coidnewmbrdate":"2019-07-19","city_1":"Nanaimo","province":"BC","language":"English","time_zone":"5","area_code":"250","phone_2":"2508160440","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-10-31","date_of_renewal_identification":"2025-09-11","temp_do_id_for_auto_old_do_id":"LB2504147","organization_id":"244308","last_infoline_date_type":"2024-10-05","last_act_type":"2025-10-31","company_paid_thru":"2027-06-30","pcl_status":"P","pcl_completion_date":"2024-02-05","pf1_status":"P","pf1_completion_date":"2024-05-09","pf2_status":"P","pf2_completion_date":"2025-04-16","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","old_do_id":"L25C05121","npi_email_temp":"abby_peacock@outlook.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","corp_cancel_date":"2017-06-01","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40885","email":"kate.le@caseware.com","first_name":"Thi Diem Huong","last_name":"Le","phone":"6478359042","orgname":"Caseware International Inc.","customer_acct_name":"Caseware International Inc.","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"336948","full_name":"Thi Diem Huong Le","members_type":"CORP","lead_status":"Lapsed DEL","do_id":"L25O00980","organization_id":"336947","coidnewmbrdate":"2024-04-23","city_1":"Toronto","province":"ON","language":"English","area_code":"647","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25O00980","date_of_renewal_identification":"","intcode":"06","blocnote":"LN Oct 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T13:20:00-04:00","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"kate.le@caseware.com"}},"seriesid":"163"}
{"contact":{"id":"42056","email":"h_pham90948@fanshaweonline.ca","first_name":"Hang","last_name":"Pham","phone":"","orgname":"","customer_acct_name":"","tags":"Zerobounce indication, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Hang Pham","time_zone":"2","do_id":"L25C05560","language":"English","individual_id":"316417","phone_2":"2265039185","zerobounce_reason":"(zerobounce invalid)","area_code":"226","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"06","blocnote":"Aug 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T13:21:00-04:00","canceldate":"2023-11-02","new_member_date_2":"2022-09-08","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25C05560","temp_intcode_for_auto_old_int_code":"6","province":"ON","last_act_type":"2025-09-05","pcl_status":"P","pcl_completion_date":"2022-12-25","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"h_pham90948@fanshaweonline.ca","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"39577","email":"morganbanner3@gmail.com","first_name":"Morgan","last_name":"Banner","phone":"4034440150","orgname":"MNP LLP","customer_acct_name":"MNP LLP","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Morgan Banner, PCP","language":"English","canceldate":"2023-12-05","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2018-12-18","cert_status":"ACTIVE","phone_2":"4038746377","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"270375","organization_id":"7564","intcode":"99","blocnote":"June 27 2025 vm\r\nSept 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T12:23:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2506511","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506511","old_int_code":"6","last_conf_date_type":"2026-06-25","last_act_type":"2026-12-01","company_paid_thru":"2026-12-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2019-04-07","pf1_status":"P","pf1_completion_date":"2019-10-13","pf2_status":"P","pf2_completion_date":"2020-10-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-08-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","last_infoline_date_type":"2025-11-20","npi_email_temp":"morganbanner3@gmail.com","pcl_completion_date_5":"2024-04-07","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","do_id":"","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"38922","email":"leanne.klein@sunco.ca","first_name":"Leanne","last_name":"Klein","phone":"7808091667","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Leanne Klein","language":"English","canceldate":"2024-07-03","time_zone":"4","area_code":"780","members_type":"CAND","new_member_date_2":"2023-05-05","phone_2":"7808091667","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324682","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03626","last_act_type":"2023-08-26","pcl_status":"F","pcl_completion_date":"2023-08-27","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:42:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"leanne.klein@sunco.ca","pcl_completion_date_5":"2028-08-27","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03626"}},"seriesid":"163"}
{"contact":{"id":"37450","email":"thalia.flo@msn.com","first_name":"Thalia","last_name":"Cabrera","phone":"7789514627","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Thalia Flores Cabrera","language":"English","canceldate":"2024-06-04","time_zone":"5","area_code":"778","members_type":"CAND","new_member_date_2":"2023-03-28","phone_2":"7789514627","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323161","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03455","last_act_type":"2023-07-14","pcl_status":"P","pcl_completion_date":"2023-07-18","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 13 November 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T17:03:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","old_int_code":"16","trc":"True","wera":"False","npi_email_temp":"thalia.flo@msn.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03455","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"37482","email":"annesaria@gmail.com","first_name":"Joanna","last_name":"Saria","phone":"","orgname":"","customer_acct_name":"","tags":"WR250716","ip4":"127.0.0.1","fields":{"full_name":"Joanna Saria, PCP","language":"English","time_zone":"3","area_code":"204","members_type":"PRO","new_member_date_2":"2023-12-12","phone_2":"2048690248","province":"MB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"296085","city_1":"Winnipeg","found":"DO4 Email","date_of_renewal_identification":"2025-07-18","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2504349","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2025-10-31","pcl_status":"P","pcl_completion_date":"2021-02-08","pf1_status":"P","pf1_completion_date":"2021-03-08","pf2_status":"P","pf2_completion_date":"2021-04-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-09-04","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pcp_we":"APPROVED","old_do_id":"L25C01397","npi_email_temp":"annesaria@gmail.com","pcl_completion_date_5":"2026-02-08","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30"}},"seriesid":"163"}
{"contact":{"id":"39941","email":"sandhugagan29@gmail.com","first_name":"Gagandeep","last_name":"Dhillon","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Gagandeep Kaur Dhillon","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P00916","new_member_date_2":"2017-08-29","cert_status":"WITHDRAWN","phone_2":"4039212979","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"227298","intcode":"15","blocnote":"July 3 2025 vm\n2026 May 14 - Reached Gagandeep; agent introduced NPI and mentioned lapsed Professional membership. Call short, no survey completed.","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T15:24:35-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25P00916","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-12-31","pcl_status":"P","pcl_completion_date":"2014-12-22","pf1_status":"P","pf1_completion_date":"2015-08-17","pf2_status":"P","pf2_completion_date":"2018-07-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-09-10","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sandhugagan29@gmail.com","pcl_completion_date_5":"2019-12-22","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","thewithdrawaldate":"2024-10-02","aitm_status_called":"2026-05-14T16:46:45-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent Ellen reached Gagandeep, introduced herself from NPI and said the contact's Professional membership recently lapsed and asked to ask a few questions about the membership experience. The call ends shortly after the opening with no further responses recorded.","aitm_callsummarytitle":"Reached contact, intro only - no survey","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"6","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_148fb16f8015539c620e4663706","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_148fb16f8015539c620e4663706","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37986","email":"jana22@gmail.com","first_name":"Janice","last_name":"Ulovec","phone":"6049136328","orgname":"Capilano Golf & Country Club","customer_acct_name":"Capilano Golf & Country Club","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Janice Ulovec","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P00735","new_member_date_2":"2011-10-24","pds_april":"3","cert_status":"WITHDRAWN","phone_2":"6049834381","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"191652","intcode":"06","blocnote":"June 17 2025 vm\r\nSept 4 2025 vm\n2026 May 12 - Reached Caplano Golf Shop; receptionist Jordan unsure if Janice Ulovec still works there; call ended before locating contact.\n2026 May 14 - Reached gatekeeper\/voicemail at Capilano; asked for Janice\n2026 May 14 - Reached voicemail\/gatekeeper for Janice Ulovec; asked to leave message.\n2026 May 19 voicemail reached, answered by Jordan associate golf professional at Capilano\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 voicemail reached, no contact made\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:09-04:00","pds_july":"3","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25P00735","temp_intcode_for_auto_old_int_code":"06","pds_august":"3","pds_september":"3","last_infoline_date_type":"2021-02-22","last_act_type":"2025-04-03","pcl_status":"P","pcl_completion_date":"2012-02-08","pf1_status":"P","pf1_completion_date":"2012-06-26","pf2_status":"P","pf2_completion_date":"2014-02-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-03-08","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"jana22@gmail.com","pcl_completion_date_5":"2017-02-08","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","thewithdrawaldate":"2024-12-04","aitm_status_called":"2026-05-21T12:47:03-04:00","number_of_call_attempts":"1","npi_transcriptsummary":"The call was not answered and went to voicemail immediately.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail received.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"03","prootherreasonsnottorenew":"Contact not reached; no reason provided.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","concernquestion":"Caplano Golf Shop receptionist Jordan unsure whether Janice Ulovec still works at the organization; requires follow-up to confirm contact details.","retell_call_status":"ended","session_id":"call_3bf78d49c186c238d4fba36379a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3bf78d49c186c238d4fba36379a","number_of_calls_reached":"1"}},"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":"2025-02-10","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","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"39049","email":"maeshogan@yahoo.ca","first_name":"Lilli","last_name":"Shogan","phone":"7809642968","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Lilli Mae Shogan","language":"English","canceldate":"2024-12-04","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C04350","new_member_date_2":"2023-10-16","phone_2":"7809642968","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330373","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04350","last_act_type":"2023-11-20","pcl_status":"F","pcl_completion_date":"2024-02-05","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:51:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"maeshogan@yahoo.ca","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"37951","email":"ranusha.0507@gmail.com","first_name":"Ranusha","last_name":"Paramanantharajah","phone":"9052125279","orgname":"Federal Express Canada Ltd.","customer_acct_name":"Federal Express Canada Ltd.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Ranusha Paramanantharajah, PCP","language":"English","canceldate":"2023-07-05","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2015-07-21","cert_status":"ACTIVE","phone_2":"6476071719","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"235732","organization_id":"249193","intcode":"99","blocnote":"June 17 2025 vbm","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T10:01:00-04:00","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2506903","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506903","old_int_code":"6","last_infoline_date_type":"2025-06-08","last_act_type":"2026-12-01","company_paid_thru":"2026-11-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2015-11-02","pf1_status":"P","pf1_completion_date":"2016-03-20","pf2_status":"P","pf2_completion_date":"2016-08-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-09-22","number_of_passed_courses":"4","paid_thru":"2026-11-30","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ranusha.0507@gmail.com","pcl_completion_date_5":"2020-11-02","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"46161","email":"lkrug@n1solutions.ca","first_name":"Lisa","last_name":"Krug","phone":"7059493227","orgname":"N1 Solutions Inc.","customer_acct_name":"N1 Solutions Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"301077","full_name":"Lisa Krug, CPA, CGA","members_type":"CORP","paid_thru":"2023-04-30","phone_2":"7052971177","organization_id":"301078","trc":"False","wera":"False","province":"ON","last_act_type":"2024-07-03","language":"English","last_infoline_date_type":"2021-06-30","corp_cancel_date":"2023-07-11","do_id":"L25O3398","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O3398","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"lkrug@n1solutions.ca","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","company_paid_thru":"2023-04-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42245","email":"victoriamckayackersviller@gmail.com","first_name":"Victoria","last_name":"Ackersviller","phone":"5197880892","orgname":"D&D Electric Ltd.","customer_acct_name":"D&D Electric Ltd.","tags":"npiAlert21, npiAlert24","ip4":"10.13.130.48","fields":{"members_type":"CAND","full_name":"Victoria Ackersviller","time_zone":"2","language":"English","individual_id":"304827","phone_2":"5197880892","area_code":"519","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","placeholder_email_change_date":"2025-09-02T10:47:46-04:00","regular_email_change_date":"2025-09-02T10:47:46-04:00","blocnote":"sept 2 2025 completed and email updated ( she didnt renew her membership because she is not working in payroll anymore","dhmsfin_telemarketing_last_contacted_date":"2025-09-02T15:48:00-04:00","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":"2023-11-02","new_member_date_2":"2021-09-07","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"LB2507624","temp_intcode_for_auto_old_int_code":"21","province":"ON","last_act_type":"2023-08-05","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"1","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C05460","pcl_status":"F","pcl_completion_date":"2022-04-24","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507624","npi_email_temp":"victoriamckayackersviller@gmail.com","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"39940","email":"oluwakemitowoju@yahoo.com","first_name":"Oluwakemi","last_name":"Towoju","phone":"2049268094","orgname":"Winnipeg Regional Health Authority","customer_acct_name":"Winnipeg Regional Health Authority","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Oluwakemi Towoju, PCP","language":"English","canceldate":"2023-07-07","cpa_certification":"PCP","time_zone":"3","area_code":"204","members_type":"CORP","new_member_date_2":"2022-09-23","cert_status":"ACTIVE","phone_2":"2049307377","province":"MB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"275739","organization_id":"7241","intcode":"99","blocnote":"July 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-03T17:10:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2506747","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506747","old_int_code":"6","last_infoline_date_type":"2022-10-11","last_act_type":"2026-04-05","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2019-09-03","pf1_status":"P","pf1_completion_date":"2021-04-11","pf2_status":"P","pf2_completion_date":"2021-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-08-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"oluwakemitowoju@yahoo.com","pcl_completion_date_5":"2024-09-03","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40741","email":"harveensidiura@gmail.com","first_name":"Harveen","last_name":"Sidiura","phone":"4372421782","orgname":"Enercare Home & Commercial Services","customer_acct_name":"Enercare Home & Commercial Services","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"338125","full_name":"Harveen Sidiura","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2024-05-27","coidnewmbrdate":"2023-12-15","city_1":"Brampton","province":"ON","language":"English","phone_2":"6474717534","area_code":"437","time_zone":"2","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"332532","canceldate":"2025-05-09","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O04536","old_do_id":"LB2505357","last_infoline_date_type":"2026-03-17","last_act_type":"2026-03-17","company_paid_thru":"2026-11-30","pcl_status":"P","pcl_completion_date":"2024-09-03","pf1_status":"P","pf1_completion_date":"2025-03-17","pf2_status":"P","pf2_completion_date":"2025-06-03","number_of_passed_courses":"4","paid_thru":"2026-11-30","trc":"True","wera":"True","pds_november":"1","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-12-12","cert_status":"PENDING","do_id":"L25O04536","date_of_renewal_identification":"2026-05-28","npi_email_temp":"harveensidiura@gmail.com","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pcl_completion_date_5":"2029-09-03","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","cpa_certification":"PCP","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41323","email":"bailey.mcisaac@canmore.ca","first_name":"Bailey","last_name":"McIsaac","phone":"4036781507","orgname":"The Town of Canmore","customer_acct_name":"The Town of Canmore","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"331101","full_name":"Bailey McIsaac","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2023-11-07","coidnewmbrdate":"1992-10-01","city_1":"Canmore","province":"AB","language":"English","time_zone":"4","area_code":"403","phone_2":"9054072352","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-10-31","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2504456","organization_id":"8564","last_infoline_date_type":"2025-09-25","last_conf_date_type":"2026-06-02","last_act_type":"2025-09-25","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2024-05-06","number_of_passed_courses":"2","canceldate":"2025-11-03","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pf1_status":"P","do_id":"LB2504456","old_do_id":"L25C05109","npi_email_temp":"bailey.mcisaac@canmore.ca","pcl_completion_date_5":"2029-05-06","pf1_completion_date":"2026-04-22","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39935","email":"mihamleb@yahoo.fr","first_name":"Bruno","last_name":"Mihamle","phone":"5146361497","orgname":"Securitas Transport Aviation Security Ltd.","customer_acct_name":"Securitas Transport Aviation Security Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Bruno Mihamle","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"L25C04164","new_member_date_2":"2023-09-01","phone_2":"5815809452","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328795","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04164","last_act_type":"2024-09-24","pcl_status":"P","pcl_completion_date":"2023-12-20","pf1_status":"F","pf1_completion_date":"2024-06-20","number_of_passed_courses":"1","intcode":"16","blocnote":"both numbers not in service","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T09:44:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"True","wera":"False","npi_email_temp":"mihamleb@yahoo.fr","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"40794","email":"charina.mendoza@trupanion.com","first_name":"Charina","last_name":"Mendoza","phone":"8886121138","orgname":"Trupanion Managers USA Inc.","customer_acct_name":"Trupanion Managers USA Inc.","tags":"WR250528, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Charina Mendoza","members_type":"CORP","coidnewmbrdate":"2025-05-26","city_1":"Seattle","province":"WA","origin":"2023 Lapsed Members","found":"DO4 Domain","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"265874","individual_id":"278049","time_zone":"2","area_code":"888","paid_thru":"2027-01-31","language":"English","extension_phone_1":"3870","last_infoline_date_type":"2022-02-14","last_act_type":"2026-02-03","company_paid_thru":"2027-01-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504720","temp_do_id_for_auto_old_do_id":"LB2504720","npi_email_temp":"charina.mendoza@trupanion.com","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","corp_cancel_date":"2021-10-02","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"43131","email":"sandyhammond0924@hotmail.com","first_name":"Sandy","last_name":"Hammond","phone":"7803185262","orgname":"","customer_acct_name":"","tags":"250905 new mem portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"individual_id":"331052","full_name":"Sandy Hammond","members_type":"AST","new_member_date_2":"2023-11-02","paid_thru":"2026-10-31","province":"AB","language":"English","phone_2":"7803185262","time_zone":"4","do_id":"AST2183","lead_status":"Renewed APX","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","blocnote":"May 13 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:34:00-04:00","intcode":"06","temp_do_id_for_auto_old_do_id":"AST2183","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2025-01-30","last_act_type":"2025-10-15","date_of_renewal_identification":"2025-10-25","telemarketing_call_date":"2026-05-13","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:14:34-05:00","npi_email_temp":"sandyhammond0924@hotmail.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"39952","email":"htplevy@telus.net","first_name":"Hanna","last_name":"Plevy","phone":"6043092744","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Hanna Plevy","language":"English","canceldate":"2023-08-02","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P00657","new_member_date_2":"2020-06-03","pds_april":"6","cert_status":"WITHDRAWN","phone_2":"6043092744","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"158580","intcode":"21","blocnote":"July 3 2025 Survey completed retired.","dhmsfin_telemarketing_last_contacted_date":"2025-07-03T17:22:00-04:00","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":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"Retired","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","pds_july":"6","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":"L25P00657","temp_intcode_for_auto_old_int_code":"21","pds_august":"6","pds_september":"6","last_infoline_date_type":"2022-04-03","last_conf_date_type":"2013-06-18","last_act_type":"2024-07-30","pcl_status":"P","pcl_completion_date":"2010-04-06","pf1_status":"P","pf1_completion_date":"2011-01-19","pf2_status":"P","pf2_completion_date":"2014-03-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-04-02","number_of_passed_courses":"4","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"htplevy@telus.net","pcl_completion_date_5":"2015-04-06","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"37551","email":"beantsangha454@gmail.com","first_name":"Beant","last_name":"Sangha","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Beant Sangha","language":"English","canceldate":"2024-03-05","time_zone":"5","area_code":"778","members_type":"AST","do_id":"L25A01586","new_member_date_2":"2023-03-13","phone_2":"7786802655","province":"MB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"322656","intcode":"06","blocnote":"16 June 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:46-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A01586","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-05-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"beantsangha454@gmail.com","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-15T19:23:27-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_880e938308183040185d3e1da81","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_880e938308183040185d3e1da81"}},"seriesid":"163"}
{"contact":{"id":"40757","email":"sylvain.cote3@arcelormittal.com","first_name":"Sylvain","last_name":"C\u00f4t\u00e9","phone":"5145069332","orgname":"Arcelormittal","customer_acct_name":"Arcelormittal","tags":"","ip4":"127.0.0.1","fields":{"individual_id":"168198","full_name":"Sylvain C\u00f4t\u00e9, PCP","members_type":"PRO","new_member_date_2":"2025-05-16","city_1":"Verdun","province":"QC","language":"French","phone_2":"5145069332","area_code":"514","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","dhmsfin_telemarketing_last_contacted_date":"2025-06-27T13:54:00-04:00","intcode":"06","nonactive_reason":"AST->CAND\/PRO","old_do_id":"L25P02306","lead_status":"Not Relevant","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"LB2507392","temp_intcode_for_auto_old_int_code":"6","cpa_certification":"SCP","last_infoline_date_type":"2026-01-30","last_conf_date_type":"2019-05-08","last_act_type":"2026-05-14","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2010-07-12","pf1_status":"P","pf1_completion_date":"2011-01-10","pf2_status":"P","pf2_completion_date":"2020-10-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-11-11","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sylvain.cote3@arcelormittal.com","pcl_completion_date_5":"2015-07-12","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","organization_id":"194436","company_paid_thru":"2027-04-30","corp_cancel_date":"2025-03-04","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37592","email":"ould4sidi@gmail.com","first_name":"Ahmed","last_name":"Sidi","phone":"5149993482","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ahmed Salem Ould Sidi","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"514","members_type":"CAND","do_id":"","new_member_date_2":"2023-06-02","phone_2":"5149993482","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"325098","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03677","last_act_type":"2023-02-06","pcl_status":"F","pcl_completion_date":"2023-08-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 26 November 2025 Number not assigned","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:56:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","old_int_code":"16","npi_email_temp":"ould4sidi@gmail.com","pcl_completion_date_5":"2028-08-23","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03677"}},"seriesid":"163"}
{"contact":{"id":"39544","email":"thitran.hrm@gmail.com","first_name":"Xuan","last_name":"Tran","phone":"5199996006","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Xuan Thi Tran","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C03897","new_member_date_2":"2023-07-05","phone_2":"5199996006","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326743","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03897","last_act_type":"2023-05-07","pcl_status":"F","pcl_completion_date":"2023-09-28","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 02 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T13:21:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"thitran.hrm@gmail.com","pcl_completion_date_5":"2028-09-28","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"42248","email":"haley@macdonaldandmurphy.ca","first_name":"Haley","last_name":"Heuvel","phone":"9028671820","orgname":"MacDonald & Murphy Inc.","customer_acct_name":"MacDonald & Murphy Inc.","tags":"npiAlert21, 251027 Haley","ip4":"10.13.130.48","fields":{"members_type":"CAND","full_name":"Haley Van Den Heuvel, Admin Assisistant","time_zone":"1","language":"English","individual_id":"356149","phone_2":"9028035230","zerobounce_reason":"abuse","area_code":"902","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Sept 2 2025 spoke to Haley she is the new payroll person and she asked to send her an email with more information about the member ship xx\n\nOct 27th 2025: Sent Generic Membership Email","dhmsfin_telemarketing_last_contacted_date":"2025-09-25T15:34:00-04:00","regular_email_change_date":"2025-10-31T10:18:52-04:00","temp_do_id_for_auto_old_do_id":"LB2505330","temp_intcode_for_auto_old_int_code":"99","old_int_code":"23","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-11-03","new_member_date_2":"2025-10-22","paid_thru":"2026-09-30","last_act_type":"2025-10-22","old_do_id":"L25P02022","pcl_status":"F","province":"NS","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"haley@macdonaldandmurphy.ca","pcl_completion_date":"2026-03-05","pcl_completion_date_5":"2031-03-05","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"40865","email":"winniezh2023@gmail.com","first_name":"Lu","last_name":"Zhang","phone":"6728663193","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":"334904","full_name":"Lu Zhang","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05026","new_member_date_2":"2024-04-05","city_1":"Richmond","province":"BC","language":"English","phone_2":"6728663193","area_code":"672","time_zone":"5","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":"L25C05026","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2024-06-20","pf1_status":"P","pf1_completion_date":"2024-08-21","number_of_passed_courses":"2","intcode":"06","blocnote":"LNC \/ 10 November 2025 VM\r\nLN \/ 04 December 2025 VM\r\nLNC \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T18:36:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"winniezh2023@gmail.com","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"39954","email":"chenberylis@gmail.com","first_name":"Yu","last_name":"Chen","phone":"6049888375","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Yu Chia Chen","language":"English","canceldate":"2024-11-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C04167","new_member_date_2":"2023-09-06","phone_2":"6049888375","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328801","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04167","last_act_type":"2023-02-09","pcl_status":"P","pcl_completion_date":"2024-01-22","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 17 November 2025 VM\r\nLNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T18:58:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"chenberylis@gmail.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"39025","email":"caroline.jourdain@hotmail.com","first_name":"Caroline","last_name":"Jourdain","phone":"5148506300","orgname":"CGI","customer_acct_name":"CGI","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Caroline Jourdain, PLP","language":"French","canceldate":"2024-04-02","cpa_certification":"CPM","time_zone":"2","area_code":"514","members_type":"CORP","do_id":"","new_member_date_2":"2017-01-03","cert_status":"ACTIVE","phone_2":"5145318509","province":"QC","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"249282","organization_id":"7131","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25P01077","last_infoline_date_type":"2025-09-04","last_conf_date_type":"2026-06-02","last_act_type":"2026-12-01","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2017-05-28","pf1_status":"P","pf1_completion_date":"2017-12-18","pf2_status":"P","pf2_completion_date":"2018-05-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-10-02","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"caroline.jourdain@hotmail.com","pcl_completion_date_5":"2022-05-28","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25P01077","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39004","email":"gerilyn.beazer@gmail.com","first_name":"Gerilyn","last_name":"Beazer","phone":"4033276100","orgname":"Mercer Wilde Group","customer_acct_name":"Mercer Wilde Group","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Gerilyn Beazer","language":"English","canceldate":"2024-08-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P00565","new_member_date_2":"2007-06-19","cert_status":"WITHDRAWN","phone_2":"4033274567","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"118260","intcode":"06","blocnote":"June 23 2025 vm\r\nLN \/ 01 October 2025 Not in the office\n2026 May 14 - Gatekeeper answered; Gerilyn in a meeting, declined voicemail, agent to call back later.\n2026 May 19 contact not available, spoke with Tejas who said Gerilyn will return next week\n2026 May 21 call reached gatekeeper, Gerilyn not available, no voicemail left\n2026 May 21 call reached voicemail, no contact available","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T13:07:07-04:00","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25P00565","temp_intcode_for_auto_old_int_code":"06","last_conf_date_type":"2010-07-06","last_act_type":"2025-05-30","pcl_status":"P","pcl_completion_date":"2008-02-28","pf1_status":"P","pf1_completion_date":"2009-01-27","pf2_status":"P","pf2_completion_date":"2009-09-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-11-02","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"gerilyn.beazer@gmail.com","pcl_completion_date_5":"2013-02-28","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","thewithdrawaldate":"2024-08-02","aitm_status_called":"2026-05-21T13:22:05-04:00","number_of_call_attempts":"1","npi_transcriptsummary":"The call was made to Gerilyn, but the contact was not available to speak at the time and the call went to voicemail.","aitm_callsummarytitle":"Call reached voicemail, no contact available","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"N\/A","initialvalue":"Other","old_int_code":"03","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_26ef40891b3c3a4c321e1c832ea","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_26ef40891b3c3a4c321e1c832ea","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"40858","email":"info@town.shawville.qc.ca","first_name":"Crystal","last_name":"Webb","phone":"8196472979","orgname":"Municipality of Shawville","customer_acct_name":"Municipality of Shawville","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"275045","full_name":"Crystal Webb","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01013","organization_id":"275044","coidnewmbrdate":"2019-04-11","city_1":"Shawville","province":"QC","language":"English","area_code":"819","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"01","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T10:58:00-05:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O01013","temp_intcode_for_auto_old_int_code":"01","number_of_passed_courses":"0","blocnote":"Found it difficult because when she called, not all her questions were answered and it was hard because it was based in quebec.","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":"Yes","npivaluenotdeliveredspecify":"yes, questions","careerchange":"No","hardtoparticipateevents":"No","engagingstrategiesspecify":"online activities","mini_nps":"3","age_range":"Above 61 years","selfpayrollproficiency":"Strong","old_int_code":"7","trc":"False","wera":"False","npi_email_temp":"info@town.shawville.qc.ca","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44640","email":"teressaedward95@gmail.com","first_name":"Teressa","last_name":"Edward","phone":"4167445116","orgname":"Winpak Portion Packaging","customer_acct_name":"Winpak Portion Packaging","tags":"npiPartnerAccount, 251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"328708","full_name":"Teressa Edward","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2023-10-10","paid_thru":"2025-09-30","phone_2":"6473403473","pcl_status":"F","pcl_completion_date":"2023-12-18","trc":"False","wera":"False","province":"ON","last_act_type":"2024-12-18","language":"English","do_id":"LB2507463","lead_status":"Partner","time_zone":"2","number_of_passed_courses":"0","temp_do_id_for_auto_old_do_id":"LB2507463","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"","old_do_id":"L25C8451","npi_email_temp":"teressaedward95@gmail.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
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{"contact":{"id":"41501","email":"blairwaldorfe@waldorf.ca","first_name":"Blaire","last_name":"Waldorfe","phone":"4164873380","orgname":"Blair Waldorfe Designs TEst","customer_acct_name":"Blair Waldorfe Designs TEst","tags":"WR250625, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"351871","full_name":"Blaire Waldorfe","members_type":"CORP","city_1":"Toronto","province":"QC","found":"DO4 Phone","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"351872","language":"English","number_of_passed_courses":"0","last_act_type":"2025-10-11","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504512","temp_do_id_for_auto_old_do_id":"LB2504512","npi_email_temp":"blairwaldorfe@waldorf.ca","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42095","email":"no-email196@ler.com","first_name":"Glenda","last_name":"Macdonald","phone":"","orgname":"","customer_acct_name":"","tags":"LER_dummy, TMAI","ip4":"10.13.133.117","fields":{"members_type":"AST","full_name":"Glenda Boettger Macdonald","time_zone":"4","do_id":"L25A01882","language":"English","individual_id":"192290","phone_2":"7804373346","area_code":"780","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"16","blocnote":"Aug 26 2025 number not in service\n2026-05-08 Dial no answer, phone: +17804373346\n2026-05-11 invalid phone destination, phone: +17804373346\n2026-05-13 invalid phone destination, phone: +17804373346","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T15:08:24-04:00","placeholder_email_change_date":"2025-08-26T12:56:22-04:00","regular_email_change_date":"2025-08-26T12:56:22-04:00","old_int_code":"08","notrenewedother":"Phone cannot be recovered","canceldate":"2025-01-07","new_member_date_2":"2011-11-08","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25A01882","temp_intcode_for_auto_old_int_code":"16","cert_status":"PENDING","province":"AB","cpa_certification":"PCP","pds_august":"3","last_infoline_date_type":"2024-01-24","last_conf_date_type":"2016-06-15","last_act_type":"2024-09-17","pcl_status":"P","pcl_completion_date":"2015-04-16","pf1_status":"P","pf1_completion_date":"2015-12-21","pf2_status":"P","pf2_completion_date":"2016-09-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-03-22","number_of_passed_courses":"4","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"no-email196@ler.com","pcl_completion_date_5":"2020-04-16","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","called_by":"Tri","aitm_status_called":"2026-05-13T16:22:14-04:00","number_of_call_attempts":"6","number_of_total_call_attempts":"6","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_aab956431773bdc09ed3ac983b1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_aab956431773bdc09ed3ac983b1"}},"seriesid":"163"}
{"contact":{"id":"38042","email":"liu1936@icloud.com","first_name":"Fang","last_name":"Liu","phone":"5199926606","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Fang Yi Liu","language":"English","canceldate":"2024-04-02","time_zone":"2","area_code":"519","members_type":"CAND","new_member_date_2":"2023-02-07","phone_2":"5199926606","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"321537","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C03287","last_act_type":"2023-06-02","pcl_status":"P","pcl_completion_date":"2023-04-30","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T13:43:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"liu1936@icloud.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03287","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"42077","email":"no-email186@ler.com","first_name":"Linda","last_name":"Clomax","phone":"3125333535","orgname":"","customer_acct_name":"","tags":"LER_dummy, NPI LN sent to TM, TMAI","ip4":"10.13.139.219","fields":{"members_type":"AST","time_zone":"3","language":"English","individual_id":"314159","area_code":"312","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"01","blocnote":"Aug 26 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 reached voicemail, no one answered\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 contact no longer working for Everest, refused survey","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:42-04:00","regular_email_change_date":"2025-08-26T12:49:09-04:00","placeholder_email_change_date":"2025-08-26T12:49:09-04:00","canceldate":"2023-10-03","new_member_date_2":"2022-08-04","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A01874","temp_intcode_for_auto_old_int_code":"01","province":"IL","phone_2":"7738700711","last_act_type":"2024-07-22","full_name":"Linda Clomax","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email186@ler.com","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent called Linda regarding her lapsed Associate membership with the National Payroll Institute. Linda stated she is no longer working for the company and declined to renew or participate in the survey. The call ended after Linda refused further questions.","aitm_callsummarytitle":"Membership lapsed - contact no longer with company","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_3f2be449e40269c431cfda51e8a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3f2be449e40269c431cfda51e8a","mini_nps":"3","onesentencenotrenewed":"I'm no longer working for Everest.","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01874","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37585","email":"pontenicole@gmail.com","first_name":"Nicole","last_name":"Ponte","phone":"2369984444","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Nicole Ponte","language":"English","canceldate":"2024-05-02","time_zone":"5","area_code":"236","members_type":"CAND","new_member_date_2":"2023-03-31","phone_2":"2369984444","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323375","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03472","last_act_type":"2023-08-27","pcl_status":"F","pcl_completion_date":"2023-08-27","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:54:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"pontenicole@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03472","pcl_completion_date_5":"2028-08-27","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"contact":{"id":"46150","email":"kkruschel@sundancecollege.ca","first_name":"Kelly","last_name":"Kruschel","phone":"4034559010","orgname":"Sundance College","customer_acct_name":"Sundance College","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"294673","full_name":"Kelly Kruschel, CPA, CGA","members_type":"CORP","paid_thru":"2024-11-30","organization_id":"259038","trc":"False","wera":"False","province":"AB","last_act_type":"2024-01-23","language":"English","last_infoline_date_type":"2024-01-23","corp_cancel_date":"2025-02-04","do_id":"L25O3643","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3643","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"kkruschel@sundancecollege.ca","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","company_paid_thru":"2024-11-30","blocnote":"May 25 she was never involved with the membrship ( it could be they had a membership before she came to the company","company_status":"I"}},"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","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40831","email":"bethany.lynch@okta.com","first_name":"Bethany","last_name":"Lynch","phone":"4155102929","orgname":"Okta Inc.","customer_acct_name":"Okta Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"311622","full_name":"Bethany Lynch, CPP","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O00983","organization_id":"311826","coidnewmbrdate":"2022-04-07","city_1":"San Francisco","province":"CA","language":"English","area_code":"415","time_zone":"5","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Aug 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T14:29:00-05:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00983","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-05-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"bethany.lynch@okta.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38050","email":"jiangshaohua.j@gmail.com","first_name":"Shaohua","last_name":"Jiang","phone":"7786819655","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Shaohua Jiang","language":"English","canceldate":"2024-04-02","time_zone":"5","area_code":"778","members_type":"CAND","new_member_date_2":"2023-02-07","phone_2":"7786819655","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"321550","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C03288","last_act_type":"2023-09-14","pcl_status":"F","pcl_completion_date":"2023-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T16:42:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"jiangshaohua.j@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03288","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"46145","email":"ania.boumrar@mcclabel.com","first_name":"Ania","last_name":"Boumrar","phone":"4383735976","orgname":"Multi-Color Corp.","customer_acct_name":"Multi-Color Corp.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"326757","full_name":"Ania Boumrar","members_type":"CORP","paid_thru":"2024-06-30","organization_id":"326756","trc":"False","wera":"False","province":"QC","language":"English","corp_cancel_date":"2024-09-04","do_id":"L25O3903","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3903","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"ania.boumrar@mcclabel.com","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","company_paid_thru":"2024-06-30","blocnote":"May 26 vm","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39599","email":"tamarahenry@telus.net","first_name":"Tamara","last_name":"Henry","phone":"4035176700","orgname":"Canadian Natural Resources Ltd.","customer_acct_name":"Canadian Natural Resources Ltd.","tags":"npiAlert3, npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Tamara Stewart Henry, PCP","language":"English","canceldate":"2024-12-19","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2024-01-04","pds_april":"3","cert_status":"ACTIVE","phone_2":"4034635814","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","intcode":"99","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"256674","organization_id":"13779","blocnote":"June 27 2025 vm\r\nSept 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T12:30:00-04:00","pipeline_2_members_only_ast":"","pds_july":"3","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2507410","temp_intcode_for_auto_old_int_code":"99","pds_august":"3","old_int_code":"6","date_of_renewal_identification":"2026-05-28","pds_september":"3","last_infoline_date_type":"2025-01-27","last_act_type":"2026-04-05","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2018-01-07","pf1_status":"P","pf1_completion_date":"2018-04-22","pf2_status":"P","pf2_completion_date":"2018-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-04-27","number_of_passed_courses":"4","pds_october":"3","old_do_id":"L25O02441","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"3","do_id":"LB2507410","npi_email_temp":"tamarahenry@telus.net","pcl_completion_date_5":"2023-01-07","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38051","email":"carleetabak@hotmail.com","first_name":"Carlee","last_name":"Tabak","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Carlee Tabak","language":"English","canceldate":"2024-01-05","cpa_certification":"CPM","time_zone":"4","area_code":"780","members_type":"PRO","do_id":"L25P00740","new_member_date_2":"2011-11-11","cert_status":"WITHDRAWN","phone_2":"7809643013","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"192182","intcode":"06","blocnote":"June 17 2025 vm\n2026 May 12 call reached voicemail, no human interaction\n2026 May 14 - Reached voicemail; left no message\n2026 May 19 call reached voicemail, message left for Carlee\n2026 May 21 voicemail reached, no contact with Carlee Tabak","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:02-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25P00740","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-07-03","last_act_type":"2024-05-09","pcl_status":"P","pcl_completion_date":"2012-03-06","pf1_status":"P","pf1_completion_date":"2012-03-28","pf2_status":"P","pf2_completion_date":"2012-03-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-03-13","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"carleetabak@hotmail.com","pcl_completion_date_5":"2017-03-06","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","thewithdrawaldate":"2024-01-05","aitm_status_called":"2026-05-21T12:52:03-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The agent called Carlee Tabak on behalf of the National Payroll Institute but reached voicemail and left a message indicating the contact was not available.","aitm_callsummarytitle":"Voicemail reached, no contact","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1296d73d3cd6b3feccc34631bc1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1296d73d3cd6b3feccc34631bc1","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No response; voicemail reached.","initialvalue":"Other","othermemberbenefit":"Voicemail reached; no reason provided","prootherreasonsnottorenew":"Voicemail reached; no reason provided","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"40815","email":"bavithrathan@gmail.com","first_name":"Bavithra","last_name":"Thangavel","phone":"6477012094","orgname":"Ben Machine Products","customer_acct_name":"Ben Machine Products","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"336168","full_name":"Bavithra Thangavel","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04995","new_member_date_2":"2024-04-02","city_1":"Markham","province":"ON","language":"English","phone_2":"6477012094","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":"L25C04995","last_act_type":"2024-06-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T14:21:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"bavithrathan@gmail.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"37528","email":"jessielynhinay@yahoo.com","first_name":"Jessielyn","last_name":"Hinay","phone":"4165450404","orgname":"Anderson College of Health, Business and Technology","customer_acct_name":"Anderson College of Health, Business and Technology","tags":"WR250521","ip4":"127.0.0.1","fields":{"full_name":"Jessielyn Hinay","language":"English","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2023-11-10","phone_2":"6476852828","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","city_1":"Toronto","origin":"Lapsed Members","found":"DO4 Email","date_of_renewal_identification":"","individual_id":"320584","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"L25C10057","last_act_type":"2025-05-20","pcl_status":"P","pcl_completion_date":"2023-03-06","pf1_status":"P","pf1_completion_date":"2024-02-05","pf2_status":"F","pf2_completion_date":"2025-08-06","number_of_passed_courses":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","old_do_id":"LB2505630","npi_email_temp":"jessielynhinay@yahoo.com","pcl_completion_date_5":"2028-03-06","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","do_id":"L25C10057","pipeline_2_members_only_ast":"","ln_entered_date":"2026-06-02"}},"seriesid":"163"}
{"contact":{"id":"40935","email":"dilza@me.com","first_name":"Dilza","last_name":"Casper","phone":"2043905673","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":"284392","full_name":"Dilza Casper","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04839","new_member_date_2":"2024-04-04","city_1":"Dugald","province":"MB","language":"English","phone_2":"2043905673","area_code":"204","time_zone":"3","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":"L25C04839","last_act_type":"2024-06-25","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"F","pf1_completion_date":"2024-07-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-06-25","number_of_passed_courses":"2","intcode":"06","blocnote":"LNC \/ 10 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T14:29:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"dilza@me.com","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
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{"contact":{"id":"42113","email":"tejinder.gill@hotmail.com","first_name":"Tejinder","last_name":"Bains","phone":"6048564161","orgname":"Jackman Manor","customer_acct_name":"Jackman Manor","tags":"npiAlert13, NPI LN sent to TM","ip4":"10.13.145.149","fields":{"members_type":"CAND","full_name":"Tejinder Bains","time_zone":"5","language":"English","individual_id":"323235","phone_2":"7782270471","zerobounce_reason":"invalid","area_code":"778","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2025-03-31","intcode":"21","blocnote":"LNC \/ 02 December 2025 Completed - sent the e-mail for renewal at the beginning of 2026","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T16:21:00-05:00","canceldate":"2025-06-03","new_member_date_2":"2023-03-30","temp_do_id_for_auto_old_do_id":"L25C04824","temp_intcode_for_auto_old_int_code":"21","province":"BC","last_act_type":"2024-03-05","pcl_status":"F","pcl_completion_date":"2023-07-18","number_of_passed_courses":"0","trc":"False","wera":"False","sendapplicationform":"2025-12-02T16:17:00-05:00","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","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":"Yes","hardtoparticipateeventsspecify":"no time","engagingstrategiesspecify":"","mini_nps":"5","age_range":"46 to 60 years","selfpayrollproficiency":"Native","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"02","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","last_engaged_date":"2025-12-03","npi_email_temp":"tejinder.gill@hotmail.com","old_do_id":"L25C04824","ln_entered_date":"2026-03-30","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"37989","email":"lisabailey@outlook.com","first_name":"Lisa","last_name":"Bailey","phone":"8883796686","orgname":"Frozen Mountain Software","customer_acct_name":"Frozen Mountain Software","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Lisa Bailey","language":"English","canceldate":"2024-09-04","cpa_certification":"PCP","time_zone":"2","area_code":"888","members_type":"PRO","do_id":"L25P00972","new_member_date_2":"2015-08-04","pds_april":"1","cert_status":"WITHDRAWN","phone_2":"7788467785","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"236031","intcode":"03","blocnote":"June 17 2025 vm\r\nLN \/ 02 October 2025 VM\n2026 May 19 call reached Michael, no Lisa Bailey available\n2026 May 21 call reached automated system, no human answered","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:02:04-04:00","pds_july":"1","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25P00972","temp_intcode_for_auto_old_int_code":"03","pds_august":"1","pds_september":"1","last_infoline_date_type":"2023-01-31","last_act_type":"2024-03-12","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":"2016-04-21","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"lisabailey@outlook.com","pcl_completion_date_5":"2020-12-07","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","thewithdrawaldate":"2024-09-04","aitm_status_called":"2026-05-21T11:02:04-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call reached an automated phone system with menu options, and the agent attempted to navigate it by pressing digits but was unable to reach a human. The agent ended the call and planned to try again later.","aitm_callsummarytitle":"Call reached automated system, no human answer","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"6","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cb0053b5b7ef47fd256c29affb7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cb0053b5b7ef47fd256c29affb7","number_of_calls_reached":"2"}},"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","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"39605","email":"giselle_fr@hotmail.com","first_name":"Giselle","last_name":"Bertolacini","phone":"5068566398","orgname":"E6 International Inc.","customer_acct_name":"E6 International Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Giselle Ferreira Da Silva Bertolacini","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"1","area_code":"506","members_type":"PRO","do_id":"L25P01254","new_member_date_2":"2022-04-12","cert_status":"WITHDRAWN","phone_2":"5068019156","province":"NB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"271277","intcode":"0","blocnote":"June 30 2025 vm\r\nSept 10 2025 vm\n2026 May 11 called and reached Alton who said Giselle no longer works there\n2026 May 11 call ended - no contact found at extension","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:41:04-04:00","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25P01254","temp_intcode_for_auto_old_int_code":"08","last_act_type":"2024-02-09","pcl_status":"P","pcl_completion_date":"2019-04-21","pf1_status":"P","pf1_completion_date":"2021-02-03","pf2_status":"P","pf2_completion_date":"2019-11-18","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","npi_email_temp":"giselle_fr@hotmail.com","pcl_completion_date_5":"2024-04-21","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","thewithdrawaldate":"2024-06-04","aitm_status_called":"2026-05-11T14:41:04-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Giselle but was informed that no one was found at the extension number. The call ended shortly after without reaching the intended contact.","aitm_callsummarytitle":"No Contact Found at Extension","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_22345ffb2366bde7cbbf8845508","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_22345ffb2366bde7cbbf8845508","number_of_calls_reached":"2","mini_nps":"3","onesentencenotrenewed":"Contact not found at the extension number provided."}},"seriesid":"163"}
{"contact":{"id":"42259","email":"no-email34@ler.com","first_name":"Vishwa","last_name":"Vithlani","phone":"6478089521","orgname":"","customer_acct_name":"","tags":"LER_dummy","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Vishwa Vithlani","time_zone":"2","do_id":"L25C05466","language":"English","individual_id":"313121","phone_2":"6478089521","area_code":"647","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","blocnote":"LNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T10:14:00-05:00","intcode":"06","canceldate":"2023-07-11","new_member_date_2":"2022-05-27","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C05466","temp_intcode_for_auto_old_int_code":"06","province":"ON","last_act_type":"2024-09-12","pcl_status":"P","pcl_completion_date":"2022-08-28","number_of_passed_courses":"1","trc":"True","wera":"False","onesentencenotrenewed":"","old_int_code":"11","npi_email_temp":"no-email34@ler.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"42133","email":"no-email216@ler.com","first_name":"Doyoup","last_name":"Kim","phone":"6043547285","orgname":"","customer_acct_name":"","tags":"LER_dummy, NPI LN sent to TM","ip4":"10.13.133.117","fields":{"members_type":"CAND","full_name":"Doyoup Kim","time_zone":"5","language":"English","individual_id":"318035","phone_2":"6043547285","area_code":"604","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Aug 27 2025 call back later","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T12:42:00-04:00","regular_email_change_date":"2025-08-27T12:42:15-04:00","placeholder_email_change_date":"2025-08-27T12:42:15-04:00","canceldate":"2024-02-03","new_member_date_2":"2022-11-25","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"LB2506675","temp_intcode_for_auto_old_int_code":"21","province":"BC","last_act_type":"2024-01-30","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":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C05428","do_id":"LB2506675","npi_email_temp":"no-email216@ler.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"39015","email":"chaudharytanushree@gmail.com","first_name":"Tanushree","last_name":"Lall","phone":"6047040116","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Tanushree Kaur Lall","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C04346","new_member_date_2":"2023-10-24","phone_2":"6047040116","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330349","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04346","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 \/ 27 November 2025 In a meeting call later","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:47:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"chaudharytanushree@gmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"41262","email":"cgotso@gmail.com","first_name":"Celine","last_name":"Gotsiridze","phone":"2047790537","orgname":"Payworks","customer_acct_name":"Payworks","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"333244","full_name":"Celine Gotsiridze","members_type":"CORP","lead_status":"Partner","new_member_date_2":"2024-01-12","coidnewmbrdate":"2001-02-01","city_1":"Kitchener","province":"ON","language":"French","time_zone":"3","area_code":"204","phone_2":"5195042979","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","paid_thru":"2026-12-31","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2504703","cert_status":"ACTIVE","organization_id":"43919","cpa_certification":"SCP","old_do_id":"LB2504703","last_act_type":"2026-03-26","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2024-03-19","pf1_status":"P","pf1_completion_date":"2024-06-20","pf2_status":"P","pf2_completion_date":"2024-09-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-07-24","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"","npi_email_temp":"cgotso@gmail.com","pcp_we":"APPROVED","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37453","email":"carriekotylak@gmail.com","first_name":"Carrie","last_name":"Kotylak","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Carrie Kotylak","language":"English","canceldate":"2024-01-05","time_zone":"3","area_code":"306","members_type":"AST","do_id":"L25A01577","new_member_date_2":"2022-11-21","phone_2":"3064247751","province":"SK","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"318966","blocnote":"June 16 2025 Refused\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 voicemail reached, no conversation\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:40-04:00","intcode":"06","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A01577","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-03-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"carriekotylak@gmail.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:36:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"11","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_88bb7b3de2a50ee8ec90a58b227","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_88bb7b3de2a50ee8ec90a58b227"}},"seriesid":"163"}
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{"contact":{"id":"41000","email":"cguitard@live.ca","first_name":"Chanelle","last_name":"Guitard","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"271563","full_name":"Chanelle Guitard","members_type":"CAND","lead_status":"Refused","do_id":"L25C04874","new_member_date_2":"2020-04-28","city_1":"Milverton","province":"ON","language":"English","phone_2":"5197927246","area_code":"519","time_zone":"2","pipeline_2_members_only_ast":"","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND reached 3 years limit for renewal","canceldate":"2025-06-03","cert_status":"PENDING","cpa_certification":"PCP","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04874","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-03-15","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-15","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"cguitard@live.ca","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"39627","email":"c.schmidt2310@gmail.com","first_name":"Carmen","last_name":"Schmidt","phone":"4035275516","orgname":"Prairie Rose Public Schools","customer_acct_name":"Prairie Rose Public Schools","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Carmen Schmidt, PCP","language":"English","canceldate":"2026-05-02","cpa_certification":"PCP","extension_phone_1":"2310","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P00876","new_member_date_2":"2014-01-14","cert_status":"SUSPENDED","phone_2":"4038786222","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"221911","intcode":"21","blocnote":"June 27 2025 Carmen no longer works there, She is retired.","dhmsfin_telemarketing_last_contacted_date":"2025-06-27T11:32:00-04:00","notrenewednolongerinpayroll":"Yes","old_int_code":"12","pipeline_2_members_only_ast":"","paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25P00876","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-01-24","last_conf_date_type":"2016-06-15","last_act_type":"2026-02-05","pcl_status":"P","pcl_completion_date":"2014-06-04","pf1_status":"P","pf1_completion_date":"2014-09-25","pf2_status":"P","pf2_completion_date":"2015-04-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-06-26","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"c.schmidt2310@gmail.com","pcl_completion_date_5":"2019-06-04","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28"}},"seriesid":"163"}
{"contact":{"id":"37574","email":"mariel_santos10@yahoo.ca","first_name":"Mariel","last_name":"Santos","phone":"6475376602","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Mariel Santos","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C04418","new_member_date_2":"2023-11-01","phone_2":"6475376602","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331071","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04418","last_act_type":"2024-01-24","pcl_status":"F","pcl_completion_date":"2024-03-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"01","blocnote":"LNC Nov 26 2025 Survey completed She did not have time to focus on courses and she had personal issues. She said will not be taking courses for awhile.","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T14:02:00-05:00","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":"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":"Yes","membershipcostspecify":"The cost of membership","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"3","age_range":"18 to 30 years","selfpayrollproficiency":"Native","old_int_code":"10","npi_email_temp":"mariel_santos10@yahoo.ca","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"42096","email":"venutz@hotmail.com","first_name":"Tania","last_name":"Venuto","phone":"9058519251","orgname":"","customer_acct_name":"","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":"Tania Venuto","time_zone":"2","do_id":"L25C05570","language":"English","individual_id":"335041","phone_2":"9058519251","zerobounce_reason":"abuse","area_code":"905","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2025-02-28","intcode":"06","blocnote":"LNC Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T15:53:00-05:00","canceldate":"2025-05-02","new_member_date_2":"2024-03-04","province":"ON","temp_do_id_for_auto_old_do_id":"L25C05570","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-09-18","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"venutz@hotmail.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"39502","email":"xwen@bayshore.ca","first_name":"Xinrong","last_name":"Wen","phone":"9058228075","orgname":"Bayshore Health Care Ltd.","customer_acct_name":"Bayshore Health Care Ltd.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Xinrong Wen, PCP","language":"English","canceldate":"2024-09-04","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"CORP","new_member_date_2":"2023-07-13","cert_status":"ACTIVE","phone_2":"6478301677","province":"ON","zerobounce_reason":"catch-all","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"326705","organization_id":"20826","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2507698","old_do_id":"LB2507698","last_act_type":"2024-12-24","company_paid_thru":"2026-12-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-09-28","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","pf2_completion_date":"2024-02-05","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":"xwen@bayshore.ca","pcl_completion_date_5":"2028-09-28","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","do_id":"","company_status":"A"}},"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","time_zone":"5","area_code":"236","members_type":"CAND","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":"2025-09-12","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","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"42152","email":"no-email226@ler.com","first_name":"Maryse","last_name":"Doyon","phone":"4383768306","orgname":"","customer_acct_name":"","tags":"LER_dummy","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Maryse Doyon","time_zone":"2","language":"French","individual_id":"319348","phone_2":"4383768306","area_code":"438","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-01-05","new_member_date_2":"2022-11-30","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"LB2506678","province":"QC","last_act_type":"2024-01-23","intcode":"21","blocnote":"ler. 7 oct 2025 ne fait plus de paie et ne veut pas recevoir de courriel","dhmsfin_telemarketing_last_contacted_date":"2025-10-07T09:41:00-04:00","temp_intcode_for_auto_old_int_code":"21","old_int_code":"16","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_do_id":"L25C05435","do_id":"LB2506678","npi_email_temp":"no-email226@ler.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"38033","email":"martina@royalsecurity.ca","first_name":"Martina","last_name":"Vrbanek","phone":"4168327139","orgname":"Royal Security Solutions","customer_acct_name":"Royal Security Solutions","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Martina Vrbanek","language":"English","canceldate":"2024-04-02","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2023-02-07","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"321529","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C03286","last_act_type":"2024-08-07","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"F","pf1_completion_date":"2023-07-26","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 14 2025 She said not sure if will become a member again and that she is busy at the moment.","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T13:41:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"martina@royalsecurity.ca","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"15","old_do_id":"L25C03286","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"40047","email":"bonniecnca@hotmail.com","first_name":"Bo","last_name":"Yu","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Bo Yu","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"PRO","do_id":"L25P00933","new_member_date_2":"2014-09-15","pds_april":"2","cert_status":"WITHDRAWN","phone_2":"6478364588","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"228838","intcode":"02","blocnote":"July 3 2025 vm\n2026 May 13 - Reached voicemail, no human answer\n2026 May 15 call reached voicemail\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 contact answered and completed survey questions","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","pds_july":"2","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25P00933","temp_intcode_for_auto_old_int_code":"02","pds_august":"2","pds_september":"2","last_infoline_date_type":"2023-07-03","last_act_type":"2025-01-31","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":"2014-12-21","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"bonniecnca@hotmail.com","pcl_completion_date_5":"2019-12-15","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","thewithdrawaldate":"2024-11-02","aitm_status_called":"2026-05-21T10:52:06-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent spoke with Bo about their lapsed Professional membership with the National Payroll Institute and asked survey questions regarding the initial value of membership, satisfaction rating, and age range. Bo indicated their initial reason was advancing their payroll career and rated their satisfaction as a 3. The call ended before renewal or further actions were discussed.","aitm_callsummarytitle":"Membership Survey and Satisfaction Call","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d5601706134a699d21fd0ff561e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d5601706134a699d21fd0ff561e","mini_nps":"3","initialvalue":"Career","old_int_code":"6","age_range":"61+","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"42083","email":"no-email190@ler.com","first_name":"Ana","last_name":"Orobio","phone":"5143639555","orgname":"Energy Transportation Group","customer_acct_name":"Energy Transportation Group","tags":"LER_dummy, NPI LN sent to TM, TMAI","ip4":"10.13.131.201","fields":{"members_type":"AST","time_zone":"2","do_id":"L25A01877","language":"English","individual_id":"319256","area_code":"514","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"16","blocnote":"Aug 27 2025 vm\n2026 May 08 call reached automated system, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:52-04:00","regular_email_change_date":"2025-08-27T13:46:03-04:00","placeholder_email_change_date":"2025-08-27T13:46:03-04:00","canceldate":"2024-01-05","new_member_date_2":"2022-11-28","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A01877","temp_intcode_for_auto_old_int_code":"16","province":"QC","phone_2":"4382214429","last_act_type":"2024-10-05","full_name":"Ana Orobio","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email190@ler.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:52-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call reached an automated system for Energy Transportation Group with menu options but did not connect to a human agent. The call ended without any conversation with a person or completion of the intended task.","aitm_callsummarytitle":"Call reached automated system, no human answer","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Call reached an automated system and no human interaction occurred.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"08","astotherreasonsnottorenew":"Reached an automated system instead of the contact.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ca0ac623ab8ec552b11209a006a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ca0ac623ab8ec552b11209a006a","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"38989","email":"heybrooker@gmail.com","first_name":"Michele","last_name":"Brooker","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Michele Brooker","language":"English","canceldate":"2024-02-03","cpa_certification":"CPM","time_zone":"5","area_code":"250","members_type":"PRO","do_id":"L25P00819","new_member_date_2":"2022-12-19","cert_status":"WITHDRAWN","phone_2":"2504279353","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"213436","intcode":"03","blocnote":"2504276457\r\njune 23 2-25 vm\n2026 May 12 - Reached voicemail, no message left\n2026 May 14 - Reached non-target (not Michele); requested best callback time but none provided.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T14:07:06-04:00","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25P00819","temp_intcode_for_auto_old_int_code":"03","last_infoline_date_type":"2020-01-04","last_act_type":"2024-03-05","pcl_status":"P","pcl_completion_date":"2013-08-12","pf1_status":"P","pf1_completion_date":"2014-01-02","pf2_status":"P","pf2_completion_date":"2014-11-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-08-28","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"heybrooker@gmail.com","pcl_completion_date_5":"2018-08-12","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","thewithdrawaldate":"2024-02-03","aitm_status_called":"2026-05-21T14:07:06-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent reached a person who was not Michele; the agent asked when would be best to reach Michele and the call ended without a callback time provided.","aitm_callsummarytitle":"Reached wrong person; no callback time","notrenewedwanttorenew":"No","mini_nps":"3","initialvalue":"Other","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1a9a61181916dede93f5777df56","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1a9a61181916dede93f5777df56","onesentencenotrenewed":"Contact was not the requested person and did not discuss renewal.","othermemberbenefit":"N\/A","old_int_code":"6","prootherreasonsnottorenew":"Contact not the requested person; no renewal discussion","number_of_calls_reached":"3"}},"seriesid":"163"}
{"contact":{"id":"39955","email":"anan_mousa@hotmail.com","first_name":"Anan","last_name":"Mousa","phone":"6092411092","orgname":"Expertax Financial Services Inc","customer_acct_name":"Expertax Financial Services Inc","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Anan Mousa","language":"English","canceldate":"2023-01-05","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25P00918","new_member_date_2":"2014-11-18","pds_april":"1","cert_status":"WITHDRAWN","phone_2":"4075746677","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"227386","intcode":"0","blocnote":"July 3 2025 He is no longer there\n2026 May 12 contact informed Anan Mousa no longer works there, no new contact info provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T11:27:35-04:00","old_int_code":"08","pds_july":"1","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25P00918","temp_intcode_for_auto_old_int_code":"08","pds_august":"1","pds_september":"1","last_act_type":"2023-05-04","pcl_status":"P","pcl_completion_date":"2014-09-22","pf1_status":"P","pf1_completion_date":"2014-10-14","pf2_status":"P","pf2_completion_date":"2014-11-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-10-24","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"anan_mousa@hotmail.com","pcl_completion_date_5":"2019-09-22","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","thewithdrawaldate":"2023-01-05","aitm_status_called":"2026-05-12T11:27:35-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Anan Mousa regarding their previous membership with the National Payroll Institute. The contact informed the agent that Anan is no longer working there and did not have updated contact information. The call ended courteously after this information was exchanged.","aitm_callsummarytitle":"Contact no longer with company, no new info","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e91683e153b9beae2bd0941d3dd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e91683e153b9beae2bd0941d3dd","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"39489","email":"edithtoidet@yahoo.fr","first_name":"Edith","last_name":"Toide","phone":"3658886745","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Edith Nodji Madji Toide","language":"French","canceldate":"2024-12-04","time_zone":"2","area_code":"365","members_type":"CAND","do_id":"L25C04407","new_member_date_2":"2023-10-30","phone_2":"3658886745","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330952","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04407","last_act_type":"2023-10-29","pcl_status":"F","pcl_completion_date":"2024-04-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"lnc 11 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T11:22:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"edithtoidet@yahoo.fr","pcl_completion_date_5":"2029-04-03","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"44636","email":"eric.d.zhao@outlook.com","first_name":"Deqiang","last_name":"Zhao","phone":"6478899323","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"343865","full_name":"Deqiang Zhao","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-28","paid_thru":"2025-09-30","phone_2":"6478899323","pcl_status":"P","pcl_completion_date":"2025-01-17","trc":"True","wera":"False","province":"ON","last_act_type":"2025-11-09","language":"English","do_id":"L25C8447","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":"L25C8447","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T10:54:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"eric.d.zhao@outlook.com","pcl_completion_date_5":"2030-01-17","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"41362","email":"jtrull66@gmail.com","first_name":"Janet","last_name":"Trull","phone":"9053720141","orgname":"County of Northumberland","customer_acct_name":"County of Northumberland","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"312080","full_name":"Janet Trull","members_type":"CAND","lead_status":"Refused","do_id":"L25C05143","new_member_date_2":"2022-04-18","coidnewmbrdate":"1988-06-01","city_1":"Baltimore","province":"ON","language":"English","time_zone":"2","area_code":"905","phone_2":"7059278083","pipeline_2_members_only_ast":"","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND reached 3 years limit for renewal","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"L25C05143","temp_intcode_for_auto_old_int_code":"21","organization_id":"7081","last_infoline_date_type":"2026-03-02","last_act_type":"2026-11-03","pcl_status":"P","pcl_completion_date":"2022-08-08","pf1_status":"P","pf1_completion_date":"2022-12-04","pf2_status":"P","pf2_completion_date":"2023-07-11","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"jtrull66@gmail.com","pcl_completion_date_5":"2027-08-08","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_paid_thru":"2025-06-30","corp_cancel_date":"2025-09-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37619","email":"lenaozdener@gmail.com","first_name":"Olena","last_name":"Ozdener","phone":"6475697866","orgname":"YSF Appliances Repair Inc.","customer_acct_name":"YSF Appliances Repair Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Olena Ozdener","language":"English","canceldate":"2024-04-02","time_zone":"2","area_code":"647","members_type":"CAND","new_member_date_2":"2023-05-16","phone_2":"6475697866","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"325131","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03680","last_act_type":"2024-02-04","pf1_status":"F","pf1_completion_date":"2023-08-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T14:15:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"lenaozdener@gmail.com","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03680"}},"seriesid":"163"}
{"contact":{"id":"39993","email":"varnal.va@gmail.com","first_name":"Vicki","last_name":"Arnal","phone":"4168631133","orgname":"PwC Management Services LP","customer_acct_name":"PwC Management Services LP","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Vicki Arnal, PLP","language":"English","canceldate":"2023-02-21","cpa_certification":"CPM","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2011-03-22","pds_april":"8","cert_status":"ACTIVE","phone_2":"5872741122","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"61281","organization_id":"5807","intcode":"99","blocnote":"July 3 2025 she is only reachable through email","dhmsfin_telemarketing_last_contacted_date":"2025-07-03T18:31:00-04:00","pipeline_2_members_only_ast":"","pds_july":"8","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"L25O05381","temp_intcode_for_auto_old_int_code":"99","pds_august":"8","old_do_id":"L25O05381","old_int_code":"16","pds_september":"8","last_conf_date_type":"2026-06-25","last_act_type":"2026-12-01","company_paid_thru":"2027-05-31","date_of_renewal_identification":"","number_of_passed_courses":"0","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"varnal.va@gmail.com","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","ln_entered_date":"2026-05-03","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"43099","email":"sdaye@livunltd.com","first_name":"Sonia","last_name":"Silva-Daye","phone":"4166650151","orgname":"LIVun Ltd.","customer_acct_name":"LIVun Ltd.","tags":"WR250827, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"354131","full_name":"Sonia Silva-Daye","members_type":"CORP","organization_id":"314109","coidnewmbrdate":"15\/06\/22 00:00","city_1":"Mississauga","province":"ON","language":"English","area_code":"416","lead_status":"Renewed Lapsed","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","date_of_renewal_identification":"2026-05-28","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2507129","company_paid_thru":"2026-05-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507129","old_do_id":"L25O01369","npi_email_temp":"sdaye@livunltd.com","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39065","email":"gracecloma@gmail.com","first_name":"Grace","last_name":"Cloma","phone":"5063210603","orgname":"Global College","customer_acct_name":"Global College","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Grace Cloma","language":"English","canceldate":"2024-05-02","time_zone":"1","area_code":"506","members_type":"CAND","new_member_date_2":"2023-03-16","phone_2":"5063210603","province":"NB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322720","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C03409","last_act_type":"2023-07-29","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"F","pf1_completion_date":"2024-02-05","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC \/ 18 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T08:42:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"gracecloma@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03409","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"40821","email":"tran_kasey@yahoo.ca","first_name":"Kasey","last_name":"Tran","phone":"7789993163","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":"300371","full_name":"Kasey Tran","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04998","new_member_date_2":"2024-03-27","city_1":"Burnaby","province":"BC","language":"English","phone_2":"7789993163","area_code":"778","time_zone":"5","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":"L25C04998","last_act_type":"2024-05-14","pcl_status":"F","pcl_completion_date":"2024-07-02","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T18:50:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"tran_kasey@yahoo.ca","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"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":"2023-08-05","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","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"44650","email":"sarahekitty@gmail.com","first_name":"Sarah","last_name":"Ekitty","phone":"","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"343120","full_name":"Sarah Ngomengue Ekitty","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-17","paid_thru":"2025-09-30","phone_2":"4387253103","pcl_status":"F","pcl_completion_date":"2025-06-04","trc":"False","wera":"False","province":"QC","last_act_type":"2025-05-13","language":"English","do_id":"L25C8461","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":"L25C8461","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"sarahekitty@gmail.com","pcl_completion_date_5":"2030-06-04","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
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{"contact":{"id":"39030","email":"chrystalkuziw@gmail.com","first_name":"Chrystal","last_name":"Kuziw","phone":"7807109220","orgname":"Apex Rock Products Ltd.","customer_acct_name":"Apex Rock Products Ltd.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Chrystal Kuziw","language":"English","canceldate":"2024-05-02","time_zone":"4","area_code":"780","members_type":"CAND","new_member_date_2":"2023-03-21","phone_2":"7807109220","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322659","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C03405","last_act_type":"2023-03-21","pcl_status":"F","pcl_completion_date":"2023-07-19","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:50:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"chrystalkuziw@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03405","pcl_completion_date_5":"2028-07-19","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
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{"contact":{"id":"38041","email":"karimaakrami@hotmail.com","first_name":"Karima","last_name":"Akrami","phone":"4166423451","orgname":"Doctors Without Borders, Canada","customer_acct_name":"Doctors Without Borders, Canada","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Karima Akrami","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"PRO","new_member_date_2":"2012-05-15","pds_april":"4","cert_status":"WITHDRAWN","phone_2":"4166350218","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"84093","intcode":"21","blocnote":"June 17 2025 vm\r\nLN \/ 02 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T10:21:00-04:00","pds_july":"4","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25P00489","temp_intcode_for_auto_old_int_code":"21","pds_august":"4","pds_september":"4","last_infoline_date_type":"2020-07-15","last_act_type":"2023-10-14","pcl_status":"P","pcl_completion_date":"2009-08-28","pf1_status":"P","pf1_completion_date":"2009-12-21","pf2_status":"P","pf2_completion_date":"2010-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-07-17","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"4","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P00489","npi_email_temp":"karimaakrami@hotmail.com","pcl_completion_date_5":"2014-08-28","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"42262","email":"searon@leduc.ca","first_name":"Denise","last_name":"Riley","phone":"7809807197","orgname":"","customer_acct_name":"","tags":"npiAlert12","ip4":"10.13.140.155","fields":{"members_type":"CORP","full_name":"Denise Riley","time_zone":"4","do_id":"L25O01105","language":"English","individual_id":"56213","phone_2":"7809861624","zerobounce_reason":"invalid","area_code":"780","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25O01105","cert_status":"WITHDRAWN","province":"AB","cpa_certification":"PCP","pds_august":"14","pds_september":"14","last_infoline_date_type":"2023-12-13","last_conf_date_type":"2024-08-21","last_act_type":"2025-06-11","sendapplicationform":"2025-10-17T12:06:00-04:00","blocnote":"Oct 17 2025 completed with information updated ( email and name) \r\nspoke to Sarah she is the payroll manager and she just joined the corporate membership","regular_email_change_date":"2025-10-17T12:06:28-04:00","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","dhmsfin_telemarketing_last_contacted_date":"2025-10-17T12:08:00-04:00","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":"","notrenewednolongerinpayroll":"No","notrenewednotused":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","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":"18","onesentencenotrenewed":"","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_intcode_for_auto_old_int_code":"18","pcl_status":"P","pcl_completion_date":"2012-07-04","pf1_status":"P","pf1_completion_date":"2013-02-01","pf2_status":"P","pf2_completion_date":"2013-11-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-07-25","number_of_passed_courses":"4","pds_october":"14","trc":"False","wera":"False","pds_november":"14","npi_email_temp":"searon@leduc.ca","pcl_completion_date_5":"2017-07-04"}},"seriesid":"163"}
{"contact":{"id":"38006","email":"graysymington13@gmail.com","first_name":"Gray","last_name":"Symington","phone":"7808092366","orgname":"Snow Valley Ski Club","customer_acct_name":"Snow Valley Ski Club","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Gray Symington","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C04224","new_member_date_2":"2023-09-14","phone_2":"7806164729","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329285","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04224","last_act_type":"2023-09-14","pcl_status":"P","pcl_completion_date":"2024-01-03","pf1_status":"P","pf1_completion_date":"2024-05-01","pf2_status":"P","pf2_completion_date":"2024-08-13","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 5 2025 vm\r\nLNC Dec 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T11:14:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"graysymington13@gmail.com","pcl_completion_date_5":"2029-01-03","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"38981","email":"johnsonash92@outlook.com","first_name":"Ashley","last_name":"Johnson","phone":"7802286995","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ashley Johnson","language":"English","canceldate":"2024-12-04","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C04342","new_member_date_2":"2023-10-23","phone_2":"7802286995","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330294","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04342","last_infoline_date_type":"2024-06-18","last_act_type":"2024-06-18","pcl_status":"P","pcl_completion_date":"2024-02-05","pf1_status":"P","pf1_completion_date":"2024-05-28","number_of_passed_courses":"2","intcode":"06","blocnote":"Nov 7 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T11:35:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"johnsonash92@outlook.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"39077","email":"cschlemko@norseman.ca","first_name":"Carol","last_name":"Schlemko","phone":"7804516828","orgname":"Norseman","customer_acct_name":"Norseman","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Carol Schlemko","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"PRO","do_id":"L25P00571","new_member_date_2":"2007-09-17","pds_april":"7","cert_status":"WITHDRAWN","phone_2":"8002681918","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"121225","intcode":"0","blocnote":"June 23 2025 She no longer works there.\n2026 May 12 contact answered as Devon, informed Carol Schlemko no longer works at Norsemen, no new contact info available","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T13:37:52-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","pds_july":"7","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25P00571","temp_intcode_for_auto_old_int_code":"08","pds_august":"7","pds_september":"7","last_infoline_date_type":"2023-10-08","last_conf_date_type":"2012-07-02","last_act_type":"2025-01-31","pcl_status":"P","pcl_completion_date":"2008-01-18","pf1_status":"P","pf1_completion_date":"2008-05-23","pf2_status":"P","pf2_completion_date":"2014-12-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-07-31","number_of_passed_courses":"4","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"cschlemko@norseman.ca","pcl_completion_date_5":"2013-01-18","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","thewithdrawaldate":"2024-11-02","aitm_status_called":"2026-05-12T13:37:52-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Carol Schlemko but was informed by Devon that Carol is no longer an employee at Norsemen and no new contact information was available. The call ended shortly after with no further action taken.","aitm_callsummarytitle":"Contact Not Available - Carol No Longer Employed","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f34c59b716ec1663995eec9bf46","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f34c59b716ec1663995eec9bf46","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"39023","email":"jasmine.mangal@gmail.com","first_name":"Jasmine","last_name":"Francesco","phone":"6472845299","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jasmine De Francesco","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C04347","new_member_date_2":"2023-10-13","phone_2":"6472845299","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330356","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C04347","last_act_type":"2023-12-10","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T13:50:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jasmine.mangal@gmail.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"41414","email":"ekeni.diallo3@gmail.com","first_name":"Ekeni","last_name":"Diallo","phone":"6477993816","orgname":"Canada Goose Inc.","customer_acct_name":"Canada Goose Inc.","tags":"WR250813, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"272277","full_name":"Ekeni Diallo, PPQ","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2019-06-12","coidnewmbrdate":"2021-06-01","city_1":"Hamilton","province":"ON","language":"French","time_zone":"2","area_code":"647","phone_2":"6473651454","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","found":"DO4 Email","date_of_renewal_identification":"2025-11-12","organization_id":"227676","old_do_id":"L25P02138","temp_do_id_for_auto_old_do_id":"LB2505055","intcode":"99","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-05-31","cert_status":"ACTIVE","pcl_status":"F","pcl_completion_date":"2019-09-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-04-26","cpa_certification":"SCPQ","last_act_type":"2026-12-01","last_infoline_date_type":"2019-12-17","company_paid_thru":"2027-05-31","number_of_passed_courses":"1","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ekeni.diallo3@gmail.com","pcl_completion_date_5":"2024-09-30","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","company_status":"A"}},"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","latest_paid_thru":"2024-02-28","company_paid_thru":"2024-02-28","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43151","email":"katie@crunchcanada.com","first_name":"Katie","last_name":"Fedy","phone":"2265339496","orgname":"Crunch Fitness Canada","customer_acct_name":"Crunch Fitness Canada","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"298487","full_name":"Katie Fedy","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2024-07-03","paid_thru":"2025-06-30","province":"ON","language":"English","phone_2":"5195034733","time_zone":"2","do_id":"L25C06250","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":"L25C06250","old_do_id":"LB2504140","last_infoline_date_type":"2024-09-23","last_act_type":"2024-09-23","pcl_status":"P","pcl_completion_date":"2021-07-05","pf1_status":"F","pf1_completion_date":"2024-11-20","number_of_passed_courses":"1","intcode":"06","blocnote":"Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T15:49:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"katie@crunchcanada.com","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"37445","email":"tanya.vanduzen@yahoo.com","first_name":"Tanya","last_name":"Vanduzen","phone":"7055710538","orgname":"Michel Canada","customer_acct_name":"Michel Canada","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Tanya Vanduzen, Payroll Administrato","language":"English","canceldate":"2024-03-02","time_zone":"2","area_code":"705","members_type":"CAND","new_member_date_2":"2025-12-23","phone_2":"7055710538","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"320314","paid_thru":"2026-11-30","temp_do_id_for_auto_old_do_id":"L25C03212","last_act_type":"2025-12-23","pcl_status":"F","pcl_completion_date":"2023-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"99","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:38:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2025-12-24","old_int_code":"06","npi_email_temp":"tanya.vanduzen@yahoo.com","pcl_completion_date_5":"2028-04-23","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"38968","email":"khang.dau1310@gmail.com","first_name":"Khang","last_name":"Dau","phone":"2898231519","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Khang Dau","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"289","members_type":"CAND","new_member_date_2":"2023-05-09","phone_2":"2898231519","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324743","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03631","last_act_type":"2023-08-21","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T13:46:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"khang.dau1310@gmail.com","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03631"}},"seriesid":"163"}
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{"contact":{"id":"42250","email":"no-email29@ler.com","first_name":"Carolle","last_name":"Valcourt","phone":"5062352228","orgname":"Groupe Savoie Inc.","customer_acct_name":"Groupe Savoie Inc.","tags":"LER_dummy","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Carolle Valcourt","extension_phone_1":"833","time_zone":"1","do_id":"L25C05463","language":"French","individual_id":"310423","area_code":"506","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2023-11-02","new_member_date_2":"2022-09-14","paid_thru":"2023-08-31","intcode":"20","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":"L25C05463","temp_intcode_for_auto_old_int_code":"20","province":"NB","last_act_type":"2023-08-05","blocnote":"21 oct 2025  n'est plus  employer","dhmsfin_telemarketing_last_contacted_date":"2025-10-21T09:08:00-04:00","old_int_code":"21","pcl_status":"F","pcl_completion_date":"2023-01-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email29@ler.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
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{"contact":{"id":"37509","email":"clscurrie@gmail.com","first_name":"Chelsea-lee","last_name":"Currie","phone":"6043782030","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Chelsea-lee Currie","language":"English","canceldate":"2023-05-02","time_zone":"5","area_code":"604","members_type":"CAND","do_id":"L25C02166","new_member_date_2":"2022-03-18","phone_2":"6043782030","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"310888","paid_thru":"2023-02-28","temp_do_id_for_auto_old_do_id":"L25C02166","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-03-18","pcl_status":"P","pcl_completion_date":"2022-05-29","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2023-02-23","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"clscurrie@gmail.com","pcl_completion_date_5":"2027-05-29","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
{"contact":{"id":"46157","email":"hillman.stephanie@hydroquebec.com","first_name":"Chantal","last_name":"Perreault","phone":"5148588500","orgname":"Hydro - Qu\u00e9bec","customer_acct_name":"Hydro - Qu\u00e9bec","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"73015","full_name":"Chantal Perreault, CPA - CA","members_type":"CORP","paid_thru":"2024-07-31","phone_2":"5148588500","organization_id":"6452","trc":"False","wera":"False","province":"QC","last_act_type":"2020-03-26","language":"French","last_conf_date_type":"2020-05-28","corp_cancel_date":"2024-10-02","extension_phone_1":"8438","extension_phone_2":"8732","do_id":"L25O4445","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4445","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"hillman.stephanie@hydroquebec.com","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","company_paid_thru":"2024-07-31","blocnote":"May 26 in a meeting","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39053","email":"liangst0312@gmail.com","first_name":"Shuoting","last_name":"Liang","phone":"4373668885","orgname":"6E Intercultural Inc.","customer_acct_name":"6E Intercultural Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Shuoting Liang","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"437","members_type":"CAND","new_member_date_2":"2023-07-13","phone_2":"4373668885","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324824","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"LB2506084","last_act_type":"2026-02-03","pcl_status":"P","pcl_completion_date":"2023-09-28","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 17 2025 She is not working so did not renew membership","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T14:14:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03641","trc":"True","wera":"False","do_id":"LB2506084","npi_email_temp":"liangst0312@gmail.com","pcl_completion_date_5":"2028-09-28","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"42257","email":"no-email33@ler.com","first_name":"Hye","last_name":"Kwak","phone":"2507940693","orgname":"","customer_acct_name":"","tags":"LER_dummy","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Hye Jeong Kwak","time_zone":"5","do_id":"L25C05465","language":"English","individual_id":"314298","phone_2":"2507940693","area_code":"250","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"07","blocnote":"LNC Dec 9 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T12:05:00-05:00","old_int_code":"16","notrenewedother":"Phone cannot be recovered","canceldate":"2023-08-02","new_member_date_2":"2022-06-24","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C05465","temp_intcode_for_auto_old_int_code":"07","province":"BC","last_act_type":"2023-08-05","pcl_status":"P","pcl_completion_date":"2022-09-25","number_of_passed_courses":"1","trc":"True","wera":"False","onesentencenotrenewed":"","npi_email_temp":"no-email33@ler.com","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"42045","email":"sonia.braban@thotmail.com.com","first_name":"Sonia","last_name":"Brabant","phone":"4505661500","orgname":"","customer_acct_name":"","tags":"","ip4":"10.13.139.148","fields":{"members_type":"AST","time_zone":"2","do_id":"L25A01858","language":"French","individual_id":"281115","area_code":"450","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","blocnote":"Aug 27 2025 vm\r\nOct 17 2025 only french\r\nler. 17 oct 225 bv\r\n21 oct 2025 bv\n2026 May 08 call attempted with Sonia but no clear communication; call ended without renewal or survey completion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:00-04:00","placeholder_email_change_date":"2025-10-22T09:28:59-04:00","regular_email_change_date":"2025-10-22T09:28:59-04:00","canceldate":"2023-11-02","new_member_date_2":"2019-09-26","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25A01858","temp_intcode_for_auto_old_int_code":"15","province":"QC","pds_august":"1","phone_2":"4505661500","last_act_type":"2023-08-05","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","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":"Unable to determine due to inaudible responses.","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"","notrenewedother":"","notrenewednotused":"Yes","notrenewedwanttorenew":"No","mini_nps":"3","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","old_int_code":"17","full_name":"Sonia Brabant","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"sonia.braban@thotmail.com.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:00-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Sonia but was unable to have a clear conversation due to inaudible responses from the user. The agent identified herself and tried to engage, but the call ended without any meaningful interaction or completion of the intended survey or renewal discussion.","aitm_callsummarytitle":"Unsuccessful call due to inaudible user responses","onesentencenotrenewed":"User did not respond clearly to engage in renewal discussion.","initialvalue":"Other","astotherreasonsnottorenew":"Unable to determine due to inaudible responses.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_42914946e7738431a4b882ec154","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_42914946e7738431a4b882ec154","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"40850","email":"finance@ecescorp.com","first_name":"Eunsun","last_name":"Paeg","phone":"9056169706","orgname":"ECES Corporation Inc.","customer_acct_name":"ECES Corporation Inc.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"325340","full_name":"Eunsun Paeg","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04945","new_member_date_2":"2024-04-05","city_1":"Oakville","province":"ON","language":"English","phone_2":"9056169706","area_code":"905","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":"L25C04945","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2024-06-20","pf1_status":"F","pf1_completion_date":"2024-10-09","pf2_status":"F","pf2_completion_date":"2023-08-21","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T10:53:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"finance@ecescorp.com","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"39052","email":"gen.giroux01@gmail.com","first_name":"Genevieve","last_name":"Giroux","phone":"5062279086","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Genevieve Giroux","language":"French","canceldate":"2025-02-04","time_zone":"1","area_code":"506","members_type":"CAND","do_id":"LB2505229","new_member_date_2":"2024-01-02","phone_2":"5062279086","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"332742","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"LB2505229","last_act_type":"2024-02-29","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"lnc \r\n11 dec 2025 ne fait plus de paye","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T10:46:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","old_int_code":"12","notrenewedother":"It is too expensive","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C04554","npi_email_temp":"gen.giroux01@gmail.com","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"46154","email":"shayne@greysisters.ca","first_name":"Shayne","last_name":"Biederman","phone":"6137354111","orgname":"Grey Sisters of the Immaculate Conception","customer_acct_name":"Grey Sisters of the Immaculate Conception","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"233743","full_name":"Shayne Biederman","members_type":"CORP","paid_thru":"2024-04-30","organization_id":"131372","trc":"False","wera":"False","province":"ON","last_act_type":"2022-03-17","language":"English","corp_cancel_date":"2024-07-03","extension_phone_1":"2250","do_id":"L25O2922","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2922","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"shayne@greysisters.ca","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","company_paid_thru":"2024-04-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42216","email":"no-email127@ler.com","first_name":"Sonja","last_name":"Lunan","phone":"6136013801","orgname":"","customer_acct_name":"","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Sonja Lunan","time_zone":"2","do_id":"L25O01185","language":"English","individual_id":"316369","area_code":"613","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","temp_do_id_for_auto_old_do_id":"L25O01185","last_act_type":"2025-08-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email127@ler.com"}},"seriesid":"163"}
{"contact":{"id":"42274","email":"no-email48@ler.com","first_name":"Souad","last_name":"Aksas","phone":"","orgname":"","customer_acct_name":"","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Souad Aksas","time_zone":"5","do_id":"L25C05478","language":"English","individual_id":"314292","phone_2":"6044455612","area_code":"604","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2023-08-02","new_member_date_2":"2022-06-24","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C05478","province":"BC","last_act_type":"2023-08-05","pcl_status":"F","pcl_completion_date":"2022-09-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email48@ler.com","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"42165","email":"NO-EMAIL99@LER.com","first_name":"Marie-Claude","last_name":"Boivin","phone":"4186543850","orgname":"R\u00e9gime de Retraite de L'universit\u00e9 du Qu\u00e9bec","customer_acct_name":"R\u00e9gime de Retraite de L'universit\u00e9 du Qu\u00e9bec","tags":"LER_dummy, NPI LN sent to TM, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Marie-Claude Boivin","extension_phone_1":"x 4563","time_zone":"2","do_id":"L25O01157","language":"English","individual_id":"257566","area_code":"418","lead_status":"Lapsed DEL","pipeline_1_lapsed_members":"Non-mailable Lapsed members","temp_do_id_for_auto_old_do_id":"L25O01157","npi_email_temp":"NO-EMAIL99@LER.com"}},"seriesid":"163"}
{"contact":{"id":"41329","email":"sunaina.mittal@hotmail.com","first_name":"Sunaina","last_name":"Mittal","phone":"2896352923","orgname":"PSI Payroll Services Inc.","customer_acct_name":"PSI Payroll Services Inc.","tags":"WR250820, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"342061","full_name":"Sunaina Mittal","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2024-09-10","coidnewmbrdate":"2002-02-01","city_1":"Chestermere","province":"AB","language":"English","time_zone":"2","area_code":"289","phone_2":"4312764885","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","canceldate":"2025-08-19","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25O04810","organization_id":"194384","last_infoline_date_type":"2024-07-11","last_act_type":"2026-08-05","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2024-11-19","pf1_status":"P","pf1_completion_date":"2025-08-20","number_of_passed_courses":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"L25O04810","old_do_id":"LB2507366","npi_email_temp":"sunaina.mittal@hotmail.com","ln_entered_date":"2026-03-04","pcl_completion_date_5":"2029-11-19","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","pf2_status":"E","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42129","email":"gobbivanessa97@gmail.com","first_name":"Vanessa","last_name":"Gobbi","phone":"5198246570","orgname":"","customer_acct_name":"","tags":"250902 phone recovered, NPI LN sent to TM","ip4":"10.13.130.73","fields":{"members_type":"CAND","full_name":"Vanessa Gobbi","time_zone":"2","do_id":"L25C05427","language":"English","individual_id":"315751","phone_2":"5195461511","area_code":"519","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"18","blocnote":"Dec 10 2025 completed with renewal ( she is willing to renew)\r\nemail corrected","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T13:18:00-05:00","old_int_code":"08","canceldate":"2024-10-02","new_member_date_2":"2022-08-22","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C05427","temp_intcode_for_auto_old_int_code":"18","province":"ON","last_act_type":"2023-09-26","pcl_status":"P","pcl_completion_date":"2023-01-03","pf1_status":"P","pf1_completion_date":"2023-05-01","pf2_status":"P","pf2_completion_date":"2023-09-12","number_of_passed_courses":"3","trc":"True","wera":"False","placeholder_email_change_date":"2025-12-10T13:16:11-05:00","regular_email_change_date":"2025-12-10T13:16:11-05:00","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","sendapplicationform":"2025-12-10T13:17:00-05:00","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","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","mini_nps":"","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","last_engaged_date":"2025-12-10","npi_email_temp":"gobbivanessa97@gmail.com","pcl_completion_date_5":"2028-01-03","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"44641","email":"nataliia.chalali@gmail.com","first_name":"Nataliia","last_name":"Chalali","phone":"6048306782","orgname":"FNHA","customer_acct_name":"FNHA","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"328815","full_name":"Nataliia Chalali","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2023-10-05","paid_thru":"2025-09-30","phone_2":"6048306782","pcl_status":"F","pcl_completion_date":"2023-12-20","trc":"False","wera":"False","province":"BC","last_act_type":"2024-07-11","language":"English","do_id":"L25C8452","lead_status":"Lapsed Member","time_zone":"5","number_of_passed_courses":"0","temp_do_id_for_auto_old_do_id":"L25C8452","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"nataliia.chalali@gmail.com","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
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{"contact":{"id":"38022","email":"somi.sadeghy@gmail.com","first_name":"Somayeh","last_name":"Arshad","phone":"4375996630","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Somayeh Sadeghi Arshad","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C03726","new_member_date_2":"2023-06-06","phone_2":"4375996630","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"325526","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03726","last_act_type":"2023-11-22","pcl_status":"F","pcl_completion_date":"2023-10-11","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LNC \/ 27 November 2025 She doesn't want the membership - she wants the CPA","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:33:00-05:00","intcode":"11","temp_intcode_for_auto_old_int_code":"11","npi_email_temp":"somi.sadeghy@gmail.com","pcl_completion_date_5":"2028-10-11","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"37597","email":"julia.volky@gmail.com","first_name":"Julia","last_name":"Volkova","phone":"4167002935","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Julia Volkova","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C04172","new_member_date_2":"2023-09-05","cert_status":"PENDING","phone_2":"4167002935","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328818","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04172","last_act_type":"2024-06-12","pcl_status":"P","pcl_completion_date":"2023-12-18","pf1_status":"P","pf1_completion_date":"2024-04-23","pf2_status":"P","pf2_completion_date":"2024-08-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-06","number_of_passed_courses":"4","intcode":"06","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:41:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"True","npi_email_temp":"julia.volky@gmail.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"42026","email":"l.levoir@hotmail.com","first_name":"Lisa","last_name":"Levoir","phone":"2505525871","orgname":"","customer_acct_name":"","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Lisa Levoir","time_zone":"5","do_id":"L25C05548","language":"English","individual_id":"219067","phone_2":"2505525871","zerobounce_reason":"(zerobounce invalid)","area_code":"250","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","pds_july":"1","paid_thru":"2023-07-31","intcode":"06","blocnote":"Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T13:36:00-05:00","canceldate":"2023-10-03","new_member_date_2":"2022-08-16","temp_do_id_for_auto_old_do_id":"L25C05548","temp_intcode_for_auto_old_int_code":"6","province":"AB","pds_august":"1","pds_september":"1","last_act_type":"2022-08-16","pcl_status":"F","pcl_completion_date":"2022-12-11","pf1_status":"P","pf1_completion_date":"2013-12-04","pf2_status":"P","pf2_completion_date":"2014-02-12","number_of_passed_courses":"2","pds_october":"1","onesentencenotrenewed":"","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"l.levoir@hotmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"46136","email":"jessica@alignaccounting.ca","first_name":"Jessica","last_name":"MacGregor","phone":"7806721412","orgname":"Align Accounting & Tax Inc.","customer_acct_name":"Align Accounting & Tax Inc.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"327815","full_name":"Jessica MacGregor","members_type":"CORP","paid_thru":"2025-07-31","organization_id":"327816","trc":"False","wera":"False","province":"AB","last_act_type":"2025-09-22","language":"English","corp_cancel_date":"2025-10-01","do_id":"L25O3902","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3902","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"jessica@alignaccounting.ca","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","company_paid_thru":"2025-07-31","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"42119","email":"geri_deleonardis@campbellsoup.com","first_name":"Geri","last_name":"DeLeonardis","phone":"6472640622","orgname":"Campbell Soup","customer_acct_name":"Campbell Soup","tags":"Zerobounce indication, 250902 phone cannot be recovered, npiAlert13","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Geri DeLeonardis","time_zone":"2","do_id":"L25O00958","language":"English","individual_id":"22222","phone_2":"4164609021","zerobounce_reason":"invalid","area_code":"416","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"16","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-08-29T09:37:00-04:00","old_int_code":"08","notrenewedother":"Phone cannot be recovered","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00958","temp_intcode_for_auto_old_int_code":"16","province":"ON","organization_id":"282496","pds_august":"6","pds_september":"6","last_infoline_date_type":"2023-11-14","last_act_type":"2025-05-23","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"geri_deleonardis@campbellsoup.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42044","email":"rachel_ann@live.ca","first_name":"Rachel","last_name":"Fink","phone":"5195050128","orgname":"","customer_acct_name":"","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Rachel Fink","time_zone":"2","do_id":"L25C05554","language":"English","individual_id":"312077","phone_2":"5195050128","zerobounce_reason":"(zerobounce invalid)","area_code":"519","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2023-03-31","blocnote":"LNC \/ 02 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T15:50:00-05:00","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","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":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-06-02","new_member_date_2":"2022-04-22","temp_do_id_for_auto_old_do_id":"L25C05554","temp_intcode_for_auto_old_int_code":"06","province":"ON","last_act_type":"2022-04-22","pcl_status":"F","pcl_completion_date":"2022-08-04","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"1","npi_email_temp":"rachel_ann@live.ca","pcl_completion_date_5":"2027-08-04","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"39069","email":"marlon@globalcollege-edu.ca","first_name":"Marlon","last_name":"Drops","phone":"3068537717","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Marlon Drops","language":"English","canceldate":"2024-10-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C04062","new_member_date_2":"2023-08-15","phone_2":"3068537717","province":"SK","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328017","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04062","last_act_type":"2023-08-14","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:56:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"marlon@globalcollege-edu.ca","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"43121","email":"razasyed73@gmail.com","first_name":"Muhammad","last_name":"Syed","phone":"4168382553","orgname":"DC PAYMENT INC.","customer_acct_name":"DC PAYMENT INC.","tags":"250905 new mem portal, 2512 Active AST approached, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"210412","full_name":"Muhammad Syed","members_type":"AST","new_member_date_2":"2020-10-27","paid_thru":"2025-10-31","cert_status":"WITHDRAWN","province":"ON","cpa_certification":"PCP","language":"English","pds_august":"1","phone_2":"4168382553","time_zone":"2","do_id":"L25A02763","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","blocnote":"Dec 10 2025 vm  Dec 16 2025 vcm\n2026 Mar 02 call reached voicemail, no contact made\n2026 Mar 02 call reached voicemail, no contact made\n2026 Mar 06 contact answered, initial value Help with Complex, satisfaction rated 1, age range 46-60\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 13 call reached voicemail, no contact made\n2026 Mar 13 call reached voicemail, no human interaction\n2026 Mar 16 contact expressed dissatisfaction, provided NPI ID 2110412 for follow-up","dhmsfin_telemarketing_last_contacted_date":"2026-03-16T15:06:46-04:00","intcode":"22","temp_do_id_for_auto_old_do_id":"L25A02763","temp_intcode_for_auto_old_int_code":"22","pds_september":"1","last_infoline_date_type":"2023-09-14","last_act_type":"2025-09-17","pcl_status":"P","pcl_completion_date":"2021-01-17","pf1_status":"F","pf1_completion_date":"2021-04-18","pf2_status":"P","pf2_completion_date":"2013-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-07-22","number_of_passed_courses":"3","pds_october":"1","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-29","trc":"True","wera":"False","pds_november":"1","canceldate":"2026-01-06","old_do_id":"AST2172","npi_email_temp":"razasyed73@gmail.com","aitm_status_called":"2026-03-16T15:06:46-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Muhammad regarding his lapsed Associate membership with the National Payroll Institute. Muhammad expressed dissatisfaction with his membership experience and confusion about his membership status. The agent collected his NPI ID number and informed him that the issue would be forwarded to the appropriate team for follow-up.","aitm_callsummarytitle":"Membership status and dissatisfaction discussed","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","mini_nps":"1","onesentencenotrenewed":"User expressed dissatisfaction and confusion about membership status, indicating no intent to renew.","initialvalue":"Seminar","age_range":"46-60","old_int_code":"06","number_of_calls_reached":"2","number_of_total_call_attempts":"7","concernquestion":"User expressed confusion about membership status and requested follow-up with correct team.","pcl_completion_date_5":"2026-01-17","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
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{"contact":{"id":"39996","email":"a.r.patel018@gmail.com","first_name":"Ankit","last_name":"Patel","phone":"7807900065","orgname":"2528972 Alberta Inc\/ Dedicate Healthy Kitchen","customer_acct_name":"2528972 Alberta Inc\/ Dedicate Healthy Kitchen","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ankit Patel, PCP","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"PRO","new_member_date_2":"2025-06-02","cert_status":"ACTIVE","phone_2":"7807990012","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"304233","date_of_renewal_identification":"2025-06-12","intcode":"99","blocnote":"July 3 2025 Ankit said that he left the country for a year then he renewed his membership and he received an email from NPI stating that it has been renewed.","dhmsfin_telemarketing_last_contacted_date":"2025-07-03T17:33:00-04:00","old_int_code":"13","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"LB2504139","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2025-02-06","pcl_status":"P","pcl_completion_date":"2022-12-11","pf1_status":"P","pf1_completion_date":"2023-05-07","pf2_status":"P","pf2_completion_date":"2023-09-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-01-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"L25P01545","npi_email_temp":"a.r.patel018@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31"}},"seriesid":"163"}
{"contact":{"id":"37941","email":"donne126@hotmail.com","first_name":"Daguo","last_name":"Dong","phone":"7807027404","orgname":"SNDL Inc.","customer_acct_name":"SNDL Inc.","tags":"npiAlert13, AI Contacts sent to TM 2026","ip4":"10.13.151.50","fields":{"full_name":"Daguo Dong, PCP","language":"English","canceldate":"2024-01-25","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"PRO","new_member_date_2":"2019-02-19","cert_status":"ACTIVE","phone_2":"7807168652","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"235723","intcode":"06","blocnote":"May 11 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:38:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"AST03202","temp_intcode_for_auto_old_int_code":"06","old_do_id":"AST03202","old_int_code":"99","last_act_type":"2026-04-22","company_paid_thru":"2026-09-30","date_of_renewal_identification":"2026-04-23","pcl_status":"P","pcl_completion_date":"2015-10-19","pf1_status":"P","pf1_completion_date":"2016-10-30","pf2_status":"P","pf2_completion_date":"2016-06-21","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":"donne126@hotmail.com","ln_entered_date":"2026-02-10","pcl_completion_date_5":"2020-10-19","ai_entered_date":"2026-04-23","telemarketing_call_date":"2025-09-03","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"43156","email":"naghamyashooa@gmail.com","first_name":"Nagham","last_name":"Yashooa","phone":"9058581110","orgname":"Homestarts Inc.","customer_acct_name":"Homestarts Inc.","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"266257","full_name":"Nagham Yashooa","members_type":"PRO","canceldate":"2025-09-03","new_member_date_2":"2024-07-18","paid_thru":"2025-06-30","cert_status":"WITHDRAWN","province":"ON","cpa_certification":"PCP","language":"English","phone_2":"6478844585","time_zone":"2","do_id":"L25P02401","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":"L25P02401","old_do_id":"LB2504145","intcode":"06","blocnote":"LN Sept 30 2025 vm\n2026 May 19 call to Nagham Yashooa not answered, left no message\n2026 May 21 call reached voicemail, no message left\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:02:05-04:00","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-02-12","pcl_status":"P","pcl_completion_date":"2018-10-09","pf1_status":"P","pf1_completion_date":"2018-11-04","pf2_status":"P","pf2_completion_date":"2018-12-02","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","npi_email_temp":"naghamyashooa@gmail.com","pcl_completion_date_5":"2023-10-09","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","thewithdrawaldate":"2025-09-03","aitm_status_called":"2026-05-21T11:17:02-04:00","number_of_call_attempts":"1","npi_transcriptsummary":"The call was not answered and went to voicemail immediately.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not available to discuss membership renewal.","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"03","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fec36cc380c5cd14c4fc3662fc4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fec36cc380c5cd14c4fc3662fc4","number_of_calls_reached":"1"}},"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","latest_paid_thru":"2025-02-28"}},"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","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42164","email":"no-email233@ler.com","first_name":"Hei","last_name":"Ho","phone":"2049627882","orgname":"","customer_acct_name":"","tags":"LER_dummy, NPI LN sent to TM","ip4":"10.13.144.137","fields":{"members_type":"CAND","full_name":"Hei Yue Wiley Ho","time_zone":"3","language":"English","individual_id":"319758","phone_2":"2049627882","area_code":"204","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Aug 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T12:58:00-04:00","regular_email_change_date":"2025-08-27T12:58:04-04:00","placeholder_email_change_date":"2025-08-27T12:58:04-04:00","canceldate":"2024-03-02","new_member_date_2":"2023-01-11","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C05438","temp_intcode_for_auto_old_int_code":"21","province":"MB","last_act_type":"2024-09-29","pcl_status":"P","pcl_completion_date":"2023-05-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-06-29","number_of_passed_courses":"2","trc":"True","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"6","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C05438","npi_email_temp":"no-email233@ler.com","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"42140","email":"hd_man@hotmail.com","first_name":"Michelle","last_name":"Pratt","phone":"7808718333","orgname":"City of Lloydminster","customer_acct_name":"City of Lloydminster","tags":"Zerobounce indication, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Michelle Pratt, PCP","time_zone":"4","language":"English","individual_id":"206867","phone_2":"3063072778","zerobounce_reason":"invalid","area_code":"780","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T16:48:00-04:00","temp_do_id_for_auto_old_do_id":"LB2505373","old_int_code":"16","temp_intcode_for_auto_old_int_code":"99","new_member_date_2":"2013-06-17","paid_thru":"2026-07-31","organization_id":"164387","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2012-11-22","pf1_status":"P","pf1_completion_date":"2012-12-19","pf2_status":"P","pf2_completion_date":"2013-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-05-13","province":"SK","cpa_certification":"PCP","last_act_type":"2026-03-31","last_infoline_date_type":"2024-11-14","last_conf_date_type":"2026-06-02","company_paid_thru":"2026-07-31","number_of_passed_courses":"4","date_of_renewal_identification":"2026-05-28","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"6","do_id":"LB2505373","old_do_id":"L25P01903","npi_email_temp":"hd_man@hotmail.com","canceldate":"2026-03-31","pcl_completion_date_5":"2017-11-22","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40969","email":"gabrielgagne77@videotron.ca","first_name":"Gabriel","last_name":"Gagne","phone":"4506625400","orgname":"Soci\u00e9t\u00e9 de Transport de Laval","customer_acct_name":"Soci\u00e9t\u00e9 de Transport de Laval","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"326973","full_name":"Gabriel Gagne, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2023-07-17","city_1":"Ste-Marthe-sur-le-Lac","province":"QC","language":"French","phone_2":"5149241840","area_code":"514","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"ACTIVE","canceldate":"2025-05-30","cpa_certification":"SCP","temp_do_id_for_auto_old_do_id":"LB2505207","organization_id":"62834","date_of_renewal_identification":"2026-05-28","old_do_id":"L25O02181","last_act_type":"2025-04-11","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2023-10-23","pf1_status":"P","pf1_completion_date":"2023-12-20","pf2_status":"P","pf2_completion_date":"2024-03-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-03-14","number_of_passed_courses":"4","paid_thru":"2026-08-31","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T13:20:00-05:00","temp_intcode_for_auto_old_int_code":"99","old_int_code":"24","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505207","npi_email_temp":"gabrielgagne77@videotron.ca","pcl_completion_date_5":"2028-10-23","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"43110","email":"revadillopaula21@gmail.com","first_name":"Paula","last_name":"Revadillo","phone":"6046027711","orgname":"Onni Property Management Services Ltd.","customer_acct_name":"Onni Property Management Services Ltd.","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"296697","full_name":"Paula Joyce Revadillo, PCP","members_type":"PRO","new_member_date_2":"2025-08-22","city_1":"Burnaby","province":"BC","language":"English","area_code":"604","lead_status":"Renewed Lapsed","phone_2":"2365589623","time_zone":"5","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":"LB2506952","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2025-08-29","pcl_status":"P","pcl_completion_date":"2021-02-28","pf1_status":"P","pf1_completion_date":"2021-03-28","pf2_status":"P","pf2_completion_date":"2021-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-04-08","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pcp_we":"APPROVED","old_do_id":"L25P02164","npi_email_temp":"revadillopaula21@gmail.com","pcl_completion_date_5":"2026-02-28","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"46162","email":"no-email540@ler.com","first_name":"Elaine","last_name":"Pfeffer","phone":"5878306714","orgname":"4ward Bookkeeping","customer_acct_name":"4ward Bookkeeping","tags":"LER_dummy, 251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"327151","full_name":"Elaine Pfeffer, CPB","members_type":"CORP","paid_thru":"2024-06-30","organization_id":"327152","trc":"False","wera":"False","province":"AB","last_act_type":"2023-08-08","language":"English","corp_cancel_date":"2024-09-04","do_id":"L25O3905","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3905","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email540@ler.com","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","company_paid_thru":"2024-06-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40753","email":"lydia7187@icloud.com","first_name":"Chia-Lin","last_name":"Liu","phone":"6042661436","orgname":"Axiom Builders Inc.","customer_acct_name":"Axiom Builders Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"259881","full_name":"Chia-Lin (Lydia) Liu, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2022-11-30","city_1":"Richmond","province":"BC","language":"English","phone_2":"7788632456","area_code":"604","time_zone":"5","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"July 8 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T14:03:00-05:00","temp_do_id_for_auto_old_do_id":"LB2506186","temp_intcode_for_auto_old_int_code":"99","old_int_code":"07","paid_thru":"2026-08-31","organization_id":"259940","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2018-03-11","pf1_status":"P","pf1_completion_date":"2018-04-17","pf2_status":"P","pf2_completion_date":"2018-05-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-10-05","cpa_certification":"PCP","last_act_type":"2026-12-01","last_infoline_date_type":"2023-04-07","company_paid_thru":"2026-08-31","number_of_passed_courses":"4","date_of_renewal_identification":"2026-05-28","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506186","old_do_id":"L25P01681","npi_email_temp":"lydia7187@icloud.com","canceldate":"2026-02-03","pcl_completion_date_5":"2023-03-11","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"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":"260522 Lapsed DEL","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":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2504633","organization_id":"5183","last_act_type":"2025-02-27","company_paid_thru":"2027-03-31","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","latest_paid_thru":"2027-03-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40964","email":"kdonahue@fieldaero.com","first_name":"Katherine","last_name":"Donahue","phone":"5137945802","orgname":"Field Aviation","customer_acct_name":"Field Aviation","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"311184","full_name":"Katherine Donahue","members_type":"CAND","lead_status":"Refused","do_id":"L25C04854","new_member_date_2":"2022-03-28","city_1":"Liberty Township","province":"OH","language":"English","phone_2":"5133055820","area_code":"513","time_zone":"2","pipeline_2_members_only_ast":"","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND reached 3 years limit for renewal","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04854","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-06-09","last_act_type":"2024-03-13","pcl_status":"P","pcl_completion_date":"2022-07-17","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"kdonahue@fieldaero.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"40060","email":"crystal_thornton@outlook.com","first_name":"Crystal","last_name":"Thornton","phone":"6049398070","orgname":"Community Ventures Society","customer_acct_name":"Community Ventures Society","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Crystal Thornton","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P01557","new_member_date_2":"2023-10-10","cert_status":"WITHDRAWN","phone_2":"60493980702027","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"305420","intcode":"0","blocnote":"July 3 2025 vm\r\nSept 10 2025 vm\n2026 May 12 call ended without reaching contact, extension number not provided\n2026 May 14 - Reached automated attendant for Community Venture Society; no human answered.","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T14:06:41-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25P01557","temp_intcode_for_auto_old_int_code":"08","last_act_type":"2025-04-03","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"P","pf1_completion_date":"2022-10-24","pf2_status":"P","pf2_completion_date":"2023-06-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-01","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"crystal_thornton@outlook.com","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","thewithdrawaldate":"2024-12-04","aitm_status_called":"2026-05-14T14:06:41-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The outbound call reached an automated phone system\/IVR for Community Venture Society listing extensions and names; no human answered and the agent ended the call without leaving a message.","aitm_callsummarytitle":"Reached automated attendant, no human answer","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6118cb986659d9f68a3708e2a05","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6118cb986659d9f68a3708e2a05","number_of_calls_reached":"2","notrenewedwanttorenew":"No","mini_nps":"3","initialvalue":"Other","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"42032","email":"mohammad.osman@triosstudent.com","first_name":"Mohammad","last_name":"Osman","phone":"2263447950","orgname":"","customer_acct_name":"","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Mohammad Osman","time_zone":"2","do_id":"L25C05549","language":"English","individual_id":"295255","phone_2":"2263447950","zerobounce_reason":"(zerobounce invalid)","area_code":"226","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2022-10-31","intcode":"06","blocnote":"LNC Nov 18 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T15:28:00-05:00","canceldate":"2023-01-05","new_member_date_2":"2021-11-17","temp_do_id_for_auto_old_do_id":"L25C05549","temp_intcode_for_auto_old_int_code":"6","province":"ON","last_act_type":"2021-11-17","pcl_status":"P","pcl_completion_date":"2021-01-24","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-11-17","number_of_passed_courses":"4","onesentencenotrenewed":"","trc":"True","wera":"True","npi_email_temp":"mohammad.osman@triosstudent.com","pcl_completion_date_5":"2026-01-24","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"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":"2023-08-05","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","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"42474","email":"1418513854@qq.com","first_name":"Li","last_name":"Xu","phone":"4317281981","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":"338728","full_name":"Li Xu","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05584","new_member_date_2":"2024-06-11","city_1":"Winnipeg","province":"MB","language":"English","time_zone":"3","area_code":"431","phone_2":"4317281981","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":"L25C05584","last_act_type":"2024-10-06","pcl_status":"F","pcl_completion_date":"2024-08-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T16:26:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"1418513854@qq.com","pcl_completion_date_5":"2029-08-20","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"37561","email":"qzzice@gmail.com","first_name":"Zhenzhen","last_name":"Qiu","phone":"7788826418","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Zhenzhen Qiu","language":"English","canceldate":"2024-05-02","time_zone":"5","area_code":"778","members_type":"CAND","new_member_date_2":"2023-03-31","phone_2":"7788826418","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323362","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03469","last_act_type":"2023-06-04","pcl_status":"F","pcl_completion_date":"2023-07-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:50:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"qzzice@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03469","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"contact":{"id":"43149","email":"k.saint-fort@a2intervalle.com","first_name":"Kaleb","last_name":"Saint-Fort","phone":"5146642064","orgname":"Agence Intervalle","customer_acct_name":"Agence Intervalle","tags":"250905 new lapsed from memportal, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"289865","full_name":"Kaleb Saint-Fort, PCP","members_type":"PRO","new_member_date_2":"2024-07-22","paid_thru":"2026-06-30","cert_status":"ACTIVE","province":"QC","cpa_certification":"SCP","language":"French","extension_phone_1":"200","phone_2":"5148242550","time_zone":"2","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":"LB2505774","old_do_id":"L25P02495","last_infoline_date_type":"2026-03-18","last_act_type":"2026-03-18","pcl_status":"P","pcl_completion_date":"2020-12-27","pf1_status":"P","pf1_completion_date":"2022-06-26","pf2_status":"P","pf2_completion_date":"2023-03-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-05-10","number_of_passed_courses":"4","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T14:41:00-05:00","temp_intcode_for_auto_old_int_code":"99","old_int_code":"06","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"k.saint-fort@a2intervalle.com","pcl_completion_date_5":"2025-12-27","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30"}},"seriesid":"163"}
{"contact":{"id":"42050","email":"muppethead@live.ca","first_name":"Cade","last_name":"Reilly","phone":"5197772953","orgname":"","customer_acct_name":"","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Cade Reilly","time_zone":"2","do_id":"L25C05557","language":"English","individual_id":"315887","phone_2":"5197772953","zerobounce_reason":"(zerobounce invalid)","area_code":"519","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2023-07-31","intcode":"06","blocnote":"LNC \/ 02 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T15:51:00-05:00","canceldate":"2023-10-03","new_member_date_2":"2022-08-31","temp_do_id_for_auto_old_do_id":"L25C05557","temp_intcode_for_auto_old_int_code":"6","province":"ON","last_act_type":"2024-11-14","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"F","pf1_completion_date":"2023-07-26","number_of_passed_courses":"1","trc":"True","wera":"False","onesentencenotrenewed":"","npi_email_temp":"muppethead@live.ca","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"38040","email":"skibinskycolten@gmail.com","first_name":"Colten","last_name":"Skibinsky","phone":"7809057372","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Colten Skibinsky","language":"English","canceldate":"2024-07-03","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"","new_member_date_2":"2023-05-29","phone_2":"7809057372","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"325579","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03728","last_act_type":"2023-09-09","pcl_status":"F","pcl_completion_date":"2023-09-10","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LNC \/ 26 November 2025 He is not in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T16:39:00-05:00","intcode":"21","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"skibinskycolten@gmail.com","pcl_completion_date_5":"2028-09-10","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"11","old_do_id":"L25C03728"}},"seriesid":"163"}
{"contact":{"id":"39067","email":"dhara_navadia@yahoo.com","first_name":"Dharaben","last_name":"Patel","phone":"4164293330","orgname":"Eckler Ltd.","customer_acct_name":"Eckler Ltd.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Dharaben Patel, PCP","language":"English","canceldate":"2023-03-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CORP","do_id":"","new_member_date_2":"2017-01-05","pds_april":"3","cert_status":"ACTIVE","phone_2":"6476781401","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"249436","organization_id":"166988","intcode":"99","blocnote":"June 23 2025 Call back\r\nSept 8 2025 She said since last year she has been a member with the company.","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T17:25:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"3","paid_thru":"2027-02-28","old_int_code":"13","temp_do_id_for_auto_old_do_id":"L25P01081","temp_intcode_for_auto_old_int_code":"99","pds_august":"3","pds_september":"3","last_infoline_date_type":"2024-05-02","last_act_type":"2026-12-01","company_paid_thru":"2027-02-28","pcl_status":"P","pcl_completion_date":"2017-04-23","pf1_status":"P","pf1_completion_date":"2017-12-18","pf2_status":"P","pf2_completion_date":"2018-08-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-10-11","number_of_passed_courses":"4","pds_october":"3","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"3","npi_email_temp":"dhara_navadia@yahoo.com","pcl_completion_date_5":"2022-04-23","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","date_of_renewal_identification":"","old_do_id":"L25P01081","company_status":"A"}},"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, TMAI","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\n2026 May 08 voicemail reached, no conversation with contact\n2026-05-08 invalid phone destination, phone: +18077371596","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:01-04:00","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":"08","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":"2019-12-06","last_act_type":"2022-05-07","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","latest_paid_thru":"2021-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:25-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach Tracy but ended up reaching voicemail. The agent left a brief message and did not complete the intended 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","session_id":"call_4b90daf5e096bbd324659d638ba","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4b90daf5e096bbd324659d638ba"}},"seriesid":"163"}
{"contact":{"id":"37962","email":"valsyourpal@gmail.com","first_name":"Valerie","last_name":"Anderson","phone":"2506619095","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Valerie Anderson","language":"English","canceldate":"2024-08-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"","new_member_date_2":"2023-05-31","phone_2":"2506619095","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"325475","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03719","last_act_type":"2023-07-29","pcl_status":"P","pcl_completion_date":"2023-07-29","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T12:17:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"valsyourpal@gmail.com","pcl_completion_date_5":"2028-07-29","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03719"}},"seriesid":"163"}
{"contact":{"id":"39950","email":"kell.rix@gmail.com","first_name":"Kelly","last_name":"Rix","phone":"5198700353","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Kelly Rix","language":"English","canceldate":"2024-07-04","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C04166","new_member_date_2":"2023-09-06","phone_2":"5198700353","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328800","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04166","last_act_type":"2024-04-07","pcl_status":"P","pcl_completion_date":"2023-12-18","pf1_status":"P","pf1_completion_date":"2024-04-23","number_of_passed_courses":"2","blocnote":"Nov 7 2025 completed without renewal ( not required for her current job)","dhmsfin_telemarketing_last_contacted_date":"2025-11-07T13:51:00-05:00","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":"Yes","npichallengesspecify":"It wasn't intuitive. Other sites will have setting or account profile which is more obvious. I found NPI site requires more searching and guessing for where stuff are. I remember having to call once to ask where to find specific information.","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"I don't need it in my current job anymore","hardtoparticipateevents":"No","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":"False","npi_email_temp":"kell.rix@gmail.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"40876","email":"laura.elliot@melbournepm.ca","first_name":"Laura","last_name":"Elliot","phone":"4165462126","orgname":"Melbourne Property Management","customer_acct_name":"Melbourne Property Management","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"337184","full_name":"Laura Elliot","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O00965","organization_id":"337183","coidnewmbrdate":"2024-04-30","city_1":"North York","province":"ON","language":"English","area_code":"416","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T10:26:00-05:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00965","temp_intcode_for_auto_old_int_code":"6","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LN \/ 08 December 2025 VM","npi_email_temp":"laura.elliot@melbournepm.ca","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39620","email":"nehalsupinder1@gmail.com","first_name":"Supinder","last_name":"Kaur","phone":"4318877831","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Supinder Kaur","language":"English","canceldate":"2024-11-02","time_zone":"3","area_code":"431","members_type":"CAND","do_id":"L25C04119","new_member_date_2":"2023-08-28","phone_2":"4318877831","province":"MB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328415","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04119","last_act_type":"2024-01-10","pcl_status":"F","pcl_completion_date":"2023-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T12:12:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"nehalsupinder1@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"42162","email":"gestiecomptable@gmail.com","first_name":"Isabelle","last_name":"Brunet","phone":"5149174416","orgname":"GestiComptable","customer_acct_name":"GestiComptable","tags":"LER_dummy, npiAlert21","ip4":"10.13.134.201","fields":{"members_type":"AST","full_name":"Isabelle Brunet","time_zone":"2","do_id":"L25A01890","language":"French","individual_id":"319779","phone_2":"5149174416","area_code":"514","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2024-02-03","new_member_date_2":"2023-01-03","paid_thru":"2023-11-30","temp_do_id_for_auto_old_do_id":"L25A01890","province":"QC","last_infoline_date_type":"2023-02-28","last_act_type":"2025-04-13","placeholder_email_change_date":"2025-10-08T09:25:26-04:00","regular_email_change_date":"2025-10-08T09:25:26-04:00","blocnote":"er. completer le 8 oct 2025.\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:57-04:00","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":"3","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","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"gestiecomptable@gmail.com","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T11:17:23-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately upon connection.","aitm_callsummarytitle":"Voicemail reached, no answer","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"17","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5d97d2a821076d46c4d8cc46ed5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5d97d2a821076d46c4d8cc46ed5"}},"seriesid":"163"}
{"contact":{"id":"46138","email":"no-email306@ler.com","first_name":"France","last_name":"Boh\u00e9mier","phone":"5149543756","orgname":"Corporation Fiera Capital","customer_acct_name":"Corporation Fiera Capital","tags":"LER_dummy, 251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"172167","full_name":"Marie-Andr\u00e9e Gagnon","members_type":"CORP","paid_thru":"2025-06-30","organization_id":"130440","trc":"False","wera":"False","province":"QC","language":"English","corp_cancel_date":"2025-09-03","do_id":"L25O2633","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2633","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email306@ler.com","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","company_paid_thru":"2025-06-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40838","email":"mel_1205@hotmail.fr","first_name":"Melanie","last_name":"Vincent","phone":"5149234658","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":"336496","full_name":"Melanie Vincent","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05008","new_member_date_2":"2024-04-10","city_1":"L'\u00c9piphanie","province":"QC","language":"French","phone_2":"5149234658","area_code":"514","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":"L25C05008","last_act_type":"2024-08-15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mel_1205@hotmail.fr","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"39591","email":"krutibpatel@hotmail.com","first_name":"Kruti","last_name":"Patel","phone":"4373266624","orgname":"Sun Gro Horticulture","customer_acct_name":"Sun Gro Horticulture","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Kruti Patel","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","time_zone":"2","area_code":"437","members_type":"PRO","do_id":"L25P00615","new_member_date_2":"2008-11-13","cert_status":"WITHDRAWN","phone_2":"6472152963","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"135707","intcode":"02","blocnote":"June 27 2025 Call later in the evening.\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 agent reached Kruti Patel, requested callback\n2026 May 21 contact interested in renewal later, email sent - NPI# 39591","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:02:05-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25P00615","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2025-04-03","pcl_status":"P","pcl_completion_date":"2008-12-22","pf1_status":"P","pf1_completion_date":"2009-08-11","pf2_status":"P","pf2_completion_date":"2010-01-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-10-04","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"krutibpatel@hotmail.com","pcl_completion_date_5":"2013-12-22","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","thewithdrawaldate":"2024-12-04","aitm_status_called":"2026-05-21T11:02:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Kruti to discuss her lapsed Professional membership with the National Payroll Institute. Kruti expressed interest in considering renewal later, and the agent sent her an email with the renewal procedure. The call concluded positively with Kruti confirming her email address.","aitm_callsummarytitle":"Membership Renewal Interest and Email Sent","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","session_id":"call_a742b17d7a2bc30806b900e7093","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a742b17d7a2bc30806b900e7093","number_of_calls_reached":"2","sendapplicationform":"2026-05-21T11:08:00-04:00","thewithdrawaldate_3_years":"2027-12-04","mini_nps":"4","initialvalue":"Career","age_range":"31-45"}},"seriesid":"163"}
{"contact":{"id":"41298","email":"parwinder89682@gmail.com","first_name":"Parwinder","last_name":"Kaur","phone":"2508613644","orgname":"CMHA Kelowna","customer_acct_name":"CMHA Kelowna","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"340113","full_name":"Parwinder Kaur","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2024-07-24","coidnewmbrdate":"2023-08-28","city_1":"Kelowna","province":"BC","language":"English","time_zone":"5","area_code":"250","phone_2":"7785518801","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2025-09-03","paid_thru":"2026-07-31","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2506780","organization_id":"328484","last_infoline_date_type":"2026-04-30","last_act_type":"2026-04-30","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2024-11-19","pf1_status":"P","pf1_completion_date":"2025-02-18","pf2_status":"P","pf2_completion_date":"2025-04-16","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","do_id":"LB2506780","old_do_id":"L25C05096","npi_email_temp":"parwinder89682@gmail.com","cert_status":"PENDING","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-04-09","pcl_completion_date_5":"2029-11-19","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","cpa_certification":"PCP","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37623","email":"steffaniedafoe@gmail.com","first_name":"Steffanie","last_name":"Dafoe","phone":"2507162339","orgname":"Coastal Community Credit Union","customer_acct_name":"Coastal Community Credit Union","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Steffanie Dafoe, PCP","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"5","area_code":"250","members_type":"CORP","new_member_date_2":"2023-09-12","cert_status":"ACTIVE","phone_2":"2508984083","province":"BC","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"328833","organization_id":"7841","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2507324","date_of_renewal_identification":"2026-05-28","old_do_id":"L25O02194","last_act_type":"2025-05-30","company_paid_thru":"2026-08-31","intcode":"99","blocnote":"LN Oct 16 2025 1st number not in service 2nd number no answer","dhmsfin_telemarketing_last_contacted_date":"2025-10-18T14:42:00-04:00","temp_intcode_for_auto_old_int_code":"99","old_int_code":"24","pcl_status":"P","pcl_completion_date":"2024-01-22","pf1_status":"P","pf1_completion_date":"2024-08-22","pf2_status":"P","pf2_completion_date":"2025-03-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-02-20","number_of_passed_courses":"4","paid_thru":"2026-08-31","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2507324","npi_email_temp":"steffaniedafoe@gmail.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40806","email":"soralbo.babylynn@gmail.com","first_name":"Lynn","last_name":"Soralbo","phone":"5877785250","orgname":"Long View Systems","customer_acct_name":"Long View Systems","tags":"npiAlert12, npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"337164","full_name":"Lynn Soralbo","members_type":"CAND","lead_status":"Refused","do_id":"LB2507293","new_member_date_2":"2024-04-29","city_1":"Calgary","province":"AB","language":"English","phone_2":"5877785250","area_code":"587","time_zone":"4","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"LB2507293","last_act_type":"2024-04-28","pcl_status":"P","pcl_completion_date":"2024-10-11","pf1_status":"P","pf1_completion_date":"2025-01-20","number_of_passed_courses":"2","sendapplicationform":"2025-11-10T15:11:00-05:00","blocnote":"LNC \/ 10 November 2025 Completed and sent renewal e-mail\r\nLNC \/ 16 December 2025 She is on Maternity leave - she won't renew","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T15:44:00-05:00","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":"On mat","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":"was not able to join","engagingstrategiesspecify":"","mini_nps":"5","age_range":"18 to 30 years","selfpayrollproficiency":"Native","intcode":"21","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","date_of_renewal_identification":"","trc":"True","wera":"False","old_int_code":"02","old_do_id":"L25C04988","npi_email_temp":"soralbo.babylynn@gmail.com","pcl_completion_date_5":"2029-10-11","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"39083","email":"katyevs2015@gmail.com","first_name":"Katy","last_name":"Evans","phone":"5879856899","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Katy Evans","language":"English","canceldate":"2024-10-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C03843","new_member_date_2":"2023-07-28","phone_2":"5879856899","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326416","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C03843","last_act_type":"2023-07-28","pcl_status":"P","pcl_completion_date":"2023-11-06","number_of_passed_courses":"1","intcode":"10","blocnote":"LNC Nov 17 2025 Survey completed She is in another career but would like to have certification send email.\r\nLNC \/ 16 December 2025 VM\r\nLNC \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T15:13:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","sendapplicationform":"2025-11-17T16:48:00-05:00","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":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"The membership cost. The course cost.","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"Courses closer to my geographic location.","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Native","old_int_code":"02","trc":"True","wera":"False","npi_email_temp":"katyevs2015@gmail.com","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"42261","email":"no-email35@ler.com","first_name":"Laure","last_name":"Wanlin","phone":"4037076701","orgname":"Basecamp Property Management","customer_acct_name":"Basecamp Property Management","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Laure Wanlin","time_zone":"4","do_id":"L25C05467","language":"English","individual_id":"308622","area_code":"403","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2023-03-02","new_member_date_2":"2022-01-06","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C05467","province":"AB","last_infoline_date_type":"2022-09-19","last_act_type":"2024-08-11","pcl_status":"F","pcl_completion_date":"2022-05-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-02-15","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"no-email35@ler.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"38024","email":"kyamada@sd73.bc.ca","first_name":"Kimberley","last_name":"Yamada","phone":"2503740679","orgname":"The Board of Education School District No.73 (Kamloops-Thompson)","customer_acct_name":"The Board of Education School District No.73 (Kamloops-Thompson)","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Kimberley Yamada","language":"English","canceldate":"2024-03-06","time_zone":"5","area_code":"250","members_type":"CORP","new_member_date_2":"2023-02-14","phone_2":"2505792043","province":"BC","zerobounce_reason":"catch-all","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"321519","organization_id":"304946","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2505971","date_of_renewal_identification":"2026-05-28","old_do_id":"L25O02199","last_act_type":"2025-07-03","company_paid_thru":"2026-08-31","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-10-18T14:34:00-04:00","temp_intcode_for_auto_old_int_code":"99","pcl_status":"P","pcl_completion_date":"2023-12-04","pf1_status":"P","pf1_completion_date":"2024-03-28","pf2_status":"P","pf2_completion_date":"2025-01-14","number_of_passed_courses":"3","paid_thru":"2026-08-31","old_int_code":"24","trc":"True","wera":"False","do_id":"LB2505971","npi_email_temp":"kyamada@sd73.bc.ca","last_conf_date_type":"2026-06-25","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37526","email":"bschultz470@gmail.com","first_name":"Benjamin","last_name":"Schultz","phone":"7802006027","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Benjamin Schultz","language":"English","canceldate":"2023-11-02","time_zone":"4","area_code":"780","members_type":"CAND","new_member_date_2":"2022-09-16","phone_2":"7802006027","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316945","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"LB2504579","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02964","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-09-15","pcl_status":"P","pcl_completion_date":"2023-01-19","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2504579","npi_email_temp":"bschultz470@gmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"39956","email":"sabaqureshi80@gmail.com","first_name":"Saba","last_name":"Qureshi","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Saba Qureshi","language":"English","canceldate":"2024-04-02","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"PRO","do_id":"L25P00443","new_member_date_2":"2005-05-25","pds_april":"18","cert_status":"WITHDRAWN","phone_2":"6478981280","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"56589","intcode":"06","blocnote":"July 3 2025 vm\n2026 May 25 call reached voicemail.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:05-04:00","pds_july":"18","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25P00443","temp_intcode_for_auto_old_int_code":"6","pds_august":"18","pds_september":"18","last_infoline_date_type":"2020-07-27","last_act_type":"2024-01-07","pf2_status":"P","pf2_completion_date":"2008-05-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-10-02","number_of_passed_courses":"2","pds_october":"18","trc":"False","wera":"False","pds_november":"18","npi_email_temp":"sabaqureshi80@gmail.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","thewithdrawaldate":"2024-04-02","aitm_status_called":"2026-05-25T13:32:05-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_33998e466ce9250864622491287","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_33998e466ce9250864622491287"}},"seriesid":"163"}
{"contact":{"id":"42267","email":"no-email40@ler.com","first_name":"Julius","last_name":"Catubay","phone":"","orgname":"","customer_acct_name":"","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Julius Catubay","time_zone":"4","do_id":"L25C05471","language":"English","individual_id":"314489","phone_2":"7808076439","area_code":"780","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2023-09-02","new_member_date_2":"2022-07-06","paid_thru":"2023-06-30","temp_do_id_for_auto_old_do_id":"L25C05471","province":"AB","last_act_type":"2025-04-14","pcl_status":"P","pcl_completion_date":"2022-09-25","pf1_status":"F","pf1_completion_date":"2022-11-27","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"no-email40@ler.com","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"42104","email":"no-email201@ler.com","first_name":"Carla","last_name":"Gatley","phone":"6136372650","orgname":"The Township of South Algonquin","customer_acct_name":"The Township of South Algonquin","tags":"LER_dummy, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Carla Gatley","extension_phone_1":"200","time_zone":"2","do_id":"L25A01883","language":"English","individual_id":"257519","phone_2":"6136371089","area_code":"613","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"15","blocnote":"Aug 29 2925 she hasnt worked there for several years\n2026 May 08 contact answered but Carla not available, asked for updated contact info\n2026 May 11 call disconnected early, no renewal discussion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:45-04:00","old_int_code":"03","canceldate":"2024-01-05","new_member_date_2":"2020-11-10","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A01883","temp_intcode_for_auto_old_int_code":"15","province":"ON","pds_august":"1","last_infoline_date_type":"2023-01-27","last_act_type":"2023-01-27","number_of_passed_courses":"0","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"no-email201@ler.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach Carla, with the agent confirming the identity and speaking briefly with Tia. The conversation was very short and ended abruptly without completing the intended survey or renewal discussion.","aitm_callsummarytitle":"Unfinished call with no renewal discussion","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c7b599fa08afec6e18dbfc9efa0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c7b599fa08afec6e18dbfc9efa0","number_of_calls_reached":"2","mini_nps":"3","onesentencenotrenewed":"Call ended before renewal discussion could take place.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Call disconnected before main reason could be given.","age_range":"Preferred not to say"}},"seriesid":"163"}
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{"contact":{"id":"44645","email":"aiswaryavm47@gmail.com","first_name":"Aiswarya","last_name":"Menon","phone":"4038180230","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342934","full_name":"Aiswarya Velayudha Menon","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-08","paid_thru":"2025-09-30","phone_2":"4038180230","pcl_status":"P","pcl_completion_date":"2025-02-03","pf1_status":"F","pf1_completion_date":"2025-05-24","trc":"True","wera":"False","province":"AB","last_act_type":"2024-08-10","language":"English","do_id":"L25C8456","lead_status":"Lapsed Member","time_zone":"4","number_of_passed_courses":"1","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8456","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:17:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"aiswaryavm47@gmail.com","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"41001","email":"northch@gmail.com","first_name":"Christie","last_name":"North","phone":"6472627609","orgname":"ZayZoon","customer_acct_name":"ZayZoon","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"264355","full_name":"Christie North","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P01728","new_member_date_2":"2019-04-12","city_1":"Toronto","province":"ON","language":"English","phone_2":"6472627609","area_code":"647","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-06-03","cpa_certification":"PCP","paid_thru":"2025-03-31","intcode":"15","blocnote":"Aug 25 2025 vm\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call started with Christie, call disconnected early","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T15:47:02-04:00","temp_do_id_for_auto_old_do_id":"L25P01728","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2024-09-19","last_conf_date_type":"2024-08-21","last_act_type":"2025-11-13","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":"2020-10-09","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"northch@gmail.com","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","thewithdrawaldate":"2025-06-03","aitm_status_called":"2026-05-19T16:01:59-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Christie and began informing her about her lapsed Professional membership with the National Payroll Institute but the call was disconnected shortly after without completing the conversation.","aitm_callsummarytitle":"Call started but disconnected early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8a9da5fb8493f1aea839678069c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8a9da5fb8493f1aea839678069c","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"42134","email":"kavita_b@msn.com","first_name":"Kavita","last_name":"Bhikhabhai","phone":"2155176540","orgname":"Web Age Solutions Inc","customer_acct_name":"Web Age Solutions Inc","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"members_type":"PRO","full_name":"Kavita Bhikhabhai","time_zone":"2","do_id":"L25P01700","language":"English","individual_id":"184214","phone_2":"8778128887","zerobounce_reason":"abuse","area_code":"905","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2025-03-31","canceldate":"2025-06-03","new_member_date_2":"2011-04-20","temp_do_id_for_auto_old_do_id":"L25P01700","province":"ON","last_act_type":"2025-01-09","pcl_status":"P","pcl_completion_date":"2011-08-05","pf1_status":"P","pf1_completion_date":"2011-11-24","pf2_status":"P","pf2_completion_date":"2012-03-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-01-27","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"kavita_b@msn.com","pcl_completion_date_5":"2016-08-05","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","thewithdrawaldate":"2025-06-03","aitm_status_called":"2026-05-15T16:36:45-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:12:32-04:00","number_of_call_attempts":"1","blocnote":"2026-05-15 invalid phone destination, phone: +19053039573","intcode":"0","npi_voicemaildetection":"No","usersentiment":"Unknown","temp_intcode_for_auto_old_int_code":"08","retell_call_status":"not_connected","session_id":"call_ad1a8d344c396f271fa8c96b7a0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ad1a8d344c396f271fa8c96b7a0","old_int_code":"08"}},"seriesid":"163"}
{"contact":{"id":"42051","email":"no-email156@ler.com","first_name":"Wendy","last_name":"Spearing","phone":"9055221563","orgname":"The Hamilton Law Association","customer_acct_name":"The Hamilton Law Association","tags":"LER_dummy, TMAI","ip4":"10.13.144.137","fields":{"members_type":"AST","time_zone":"2","do_id":"L25A01861","language":"English","individual_id":"288004","area_code":"905","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"16","blocnote":"Aug 27 2025 vm\r\nOct 17 2025 no wendy working there\n2026 May 08 call answered by Matthew Mason, asked for Wendy, call ended shortly\n2026 May 11 call initiated but ended early, no conversation\n2026 May 13 contact informed Wendy no longer works here and no new contact info available.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T11:06:40-04:00","regular_email_change_date":"2025-08-27T13:16:37-04:00","placeholder_email_change_date":"2025-08-27T13:16:37-04:00","canceldate":"2022-06-02","new_member_date_2":"2020-04-28","paid_thru":"2022-03-31","temp_do_id_for_auto_old_do_id":"L25A01861","temp_intcode_for_auto_old_int_code":"16","province":"ON","phone_2":"9057455767","last_act_type":"2023-10-05","old_int_code":"08","full_name":"Wendy Spearing","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email156@ler.com","formatted_paid_thru":"31\/03\/2022","latest_paid_thru":"2022-03-31","called_by":"Tri","aitm_status_called":"2026-05-13T11:06:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called the Hamilton Law Association asking for Wendy, but was informed that Wendy no longer works there and no new contact information was available. The call ended shortly after with no further action possible.","aitm_callsummarytitle":"Contact Not Available - Wendy No Longer Works Here","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3a226d149c5f7ab498990b714c0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3a226d149c5f7ab498990b714c0","number_of_calls_reached":"3","onesentencenotrenewed":"Contact informed that Wendy no longer works at the number and no new contact information was available.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact no longer reachable at this number; no forwarding information provided.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"39959","email":"acaron566@gmail.com","first_name":"Andr\u00e9e","last_name":"Caron","phone":"6137442555","orgname":"CEC du Centre-Est","customer_acct_name":"CEC du Centre-Est","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Andr\u00e9e Caron","language":"French","canceldate":"2024-05-16","cpa_certification":"SCP","extension_phone_1":"33364","time_zone":"2","area_code":"613","members_type":"PRO","do_id":"L25P01196","new_member_date_2":"2018-06-11","cert_status":"WITHDRAWN_CPE","phone_2":"6138789439","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","intcode":"06","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"264320","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25P01196","last_infoline_date_type":"2022-04-04","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2018-12-02","pf1_status":"P","pf1_completion_date":"2019-08-19","pf2_status":"P","pf2_completion_date":"2020-04-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-31","number_of_passed_courses":"4","blocnote":"tln. 5 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T09:46:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"acaron566@gmail.com","pcl_completion_date_5":"2023-12-02","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"40974","email":"keri_evans@hotmail.com","first_name":"Keri","last_name":"Evans","phone":"4164737621","orgname":"Collage HR","customer_acct_name":"Collage HR","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"309936","full_name":"Keri Evans","members_type":"CORP","lead_status":"Refused","do_id":"","new_member_date_2":"2022-03-31","organization_id":"303414","coidnewmbrdate":"2021-07-29","city_1":"Binbrook","province":"ON","language":"English","phone_2":"9054662951","area_code":"905","time_zone":"2","pipeline_2_members_only_ast":"","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-06-03","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"L25C04860","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-04-14","company_paid_thru":"2026-06-30","pcl_status":"P","pcl_completion_date":"2022-10-19","pf1_status":"P","pf1_completion_date":"2023-01-09","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"keri_evans@hotmail.com","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","date_of_renewal_identification":"","old_do_id":"L25C04860","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44626","email":"staniathomas123@gmail.com","first_name":"Stania","last_name":"Thomas","phone":"5875991986","orgname":"Life Empowerment Inc","customer_acct_name":"Life Empowerment Inc","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"343665","full_name":"Stania Thomas","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-23","paid_thru":"2025-09-30","phone_2":"5875991986","pcl_status":"P","pcl_completion_date":"2025-03-07","trc":"True","wera":"False","province":"AB","last_act_type":"2026-06-03","language":"English","do_id":"L25C8437","lead_status":"Lapsed Member","time_zone":"4","number_of_passed_courses":"1","temp_do_id_for_auto_old_do_id":"L25C8437","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:15:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"staniathomas123@gmail.com","pcl_completion_date_5":"2030-03-07","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"37550","email":"prashar.ritu88@gmail.com","first_name":"Reetu","last_name":"Sharma","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Reetu Sharma","language":"English","canceldate":"2023-07-11","time_zone":"3","area_code":"431","members_type":"CAND","do_id":"L25C00917","new_member_date_2":"2019-05-02","phone_2":"4315569771","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"275684","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C00917","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-02-05","pcl_status":"P","pcl_completion_date":"2019-07-24","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":"prashar.ritu88@gmail.com","pcl_completion_date_5":"2024-07-24","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"38047","email":"faithgazmen@gmail.com","first_name":"Zchaira","last_name":"Gazmen","phone":"7789874925","orgname":"Southern Butler Price LLP","customer_acct_name":"Southern Butler Price LLP","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Zchaira Gazmen","language":"English","canceldate":"2024-10-02","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C03966","new_member_date_2":"2023-08-10","phone_2":"7789874325","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327352","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C03966","last_act_type":"2023-11-10","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"07","blocnote":"LNC Nov 26 2025 busy call back","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T16:41:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"07","npi_email_temp":"faithgazmen@gmail.com","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"44658","email":"hansila.sam@gmail.com","first_name":"Hansila","last_name":"Samaraweera","phone":"6048229290","orgname":"The University of British Columbia","customer_acct_name":"The University of British Columbia","tags":"251202 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"343198","full_name":"Hansila Samaraweera, MBA, B.Sc., Dip (MA)","members_type":"CORP","canceldate":"2025-12-02","new_member_date_2":"2024-10-08","paid_thru":"2026-10-31","phone_2":"7789271605","pcl_status":"P","pcl_completion_date":"2024-12-25","pf1_status":"P","pf1_completion_date":"2025-03-10","pf2_status":"P","pf2_completion_date":"2025-07-16","trc":"True","wera":"True","province":"BC","last_act_type":"2026-05-14","language":"English","do_id":"L25C8469","lead_status":"Renewed Lapsed","time_zone":"5","number_of_passed_courses":"4","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"L25C8469","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"LNC Dec 4 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T17:09:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"hansila.sam@gmail.com","cert_status":"ACTIVE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-04-10","pcl_completion_date_5":"2029-12-25","pcp_we":"APPROVED","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","organization_id":"6470","old_int_code":"06","cpa_certification":"PCP","company_paid_thru":"2026-10-31","company_status":"A"}},"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":"2022-06-12","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","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
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{"contact":{"id":"46142","email":"khayne@ryfan.ca","first_name":"Kirsten","last_name":"Hayne","phone":"7805718023","orgname":"Ryfan Inc.","customer_acct_name":"Ryfan Inc.","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"274399","full_name":"Kirsten Hayne","members_type":"CORP","paid_thru":"2025-09-30","organization_id":"75095","trc":"False","wera":"False","province":"AB","last_act_type":"2019-03-22","language":"English","corp_cancel_date":"2025-12-02","do_id":"L25O3129","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3129","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"khayne@ryfan.ca","formatted_paid_thru":"30\/09\/2025","company_paid_thru":"2025-09-30","latest_paid_thru":"2025-09-30","ln_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"37544","email":"annylv2006@163.com","first_name":"Jingyuan","last_name":"Lyu","phone":"4373665933","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jingyuan Lyu","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"437","members_type":"CAND","new_member_date_2":"2023-05-15","phone_2":"4373665933","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"325022","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03671","last_act_type":"2023-05-14","pcl_status":"F","pcl_completion_date":"2023-08-23","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:48:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"annylv2006@163.com","pcl_completion_date_5":"2028-08-23","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03671"}},"seriesid":"163"}
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{"contact":{"id":"40108","email":"info@gyptecdrywall.ca","first_name":"Tiena","last_name":"Becic","phone":"4035273777","orgname":"Gyp-Tec Drywall Inc","customer_acct_name":"Gyp-Tec Drywall Inc","tags":"payroll.ca visited, npiAlert12, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"city_1":"Redcliff","sendapplicationform":"2026-05-14T12:44:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T12:41:38-04:00","blocnote":"July 3 2025 Survey completed and application for renewal sent\r\nShe said the courses are better now, more inclusive\r\n21 October 2025 she said she has the information will do that later\r\nLN \/ 31 October 2025 Not at the office\n2026 May 14 - Contact confirmed email info@gyptecdrywall.ca; initial value: Designation; satisfaction 5; email with application sent.","last_engaged_date":"2026-05-14","full_name":"Tiena Becic","language":"English","canceldate":"2025-03-04","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P00685","new_member_date_2":"2016-01-14","cert_status":"WITHDRAWN","phone_2":"4035486353","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"02","old_int_code":"06","individual_id":"173714","email2":"info@gyptecdrywall.ca","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":"Yes","hardtoparticipateeventsspecify":"Yes because i am in Medicine Hat and the events are in places like Edmonton and Ottawa.","mini_nps":"5","age_range":"46-60","selfpayrollproficiency":"Advance","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","pipeline_2_members_only_ast":"","paid_thru":"2024-12-31","temp_do_id_for_auto_old_do_id":"L25P00685","temp_intcode_for_auto_old_int_code":"02","last_infoline_date_type":"2021-06-25","last_act_type":"2025-02-06","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedwanttorenew":"Yes","pcl_status":"P","pcl_completion_date":"2010-10-15","pf1_status":"P","pf1_completion_date":"2010-11-23","pf2_status":"P","pf2_completion_date":"2011-02-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-12-04","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"info@gyptecdrywall.ca","pcl_completion_date_5":"2015-10-15","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","thewithdrawaldate":"2025-03-04","aitm_status_called":"2026-05-14T12:41:38-04:00","number_of_call_attempts":"0","thewithdrawaldate_3_years":"2028-03-04","npi_transcriptsummary":"Agent confirmed Tiena's identity, asked survey questions about NPI membership experience, learned initial value was designation, satisfaction rated 5, age 46-60, and the contact agreed to renew later; agent sent a renewal\/application email to info@gyptecdrywall.ca and provided instructions.","aitm_callsummarytitle":"Lapsed Professional member agreed to receive renewal email","onesentencenotrenewed":"Not ready to renew today but intends to renew later.","initialvalue":"Designation","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_75ec467db202f80d148baec09cc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_75ec467db202f80d148baec09cc","member_may":"2","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"40841","email":"deepinder.sekhon@accounting360solutions.com","first_name":"Deepinder","last_name":"Sekhon","phone":"6137935222","orgname":"Accounting 360 Solutions","customer_acct_name":"Accounting 360 Solutions","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"311963","full_name":"Deepinder Sekhon, CPA","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01006","organization_id":"311964","coidnewmbrdate":"2022-04-12","city_1":"Kanata","province":"ON","language":"English","area_code":"613","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Aug #4 2025 vm\r\nLN Nov 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-03T13:27:00-05:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O01006","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-05-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"deepinder.sekhon@accounting360solutions.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"46200","email":"peachkey1@gmail.com","first_name":"Jackie","last_name":"Mortensen","phone":"2508698200","orgname":"Beem Credit Union","customer_acct_name":"Beem Credit Union","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"173402","full_name":"Jackie Mortensen","members_type":"CORP","paid_thru":"2024-12-31","phone_2":"2508689497","organization_id":"8704","pcl_status":"P","pcl_completion_date":"2012-05-09","pf1_status":"P","pf1_completion_date":"2014-06-27","trc":"False","wera":"False","province":"BC","language":"English","corp_cancel_date":"2025-03-04","extension_phone_1":"8344","do_id":"L25O2640","number_of_passed_courses":"2","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2640","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"peachkey1@gmail.com","pcl_completion_date_5":"2017-05-09","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37489","email":"ashtaraltamimi@yahoo.ca","first_name":"Ashtar","last_name":"Altamimi","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Ashtar Altamimi","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C02164","new_member_date_2":"2022-03-08","phone_2":"5198178254","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"310883","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C02164","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-05-13","pcl_status":"P","pcl_completion_date":"2023-12-20","pf1_status":"P","pf1_completion_date":"2024-07-19","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"ashtaraltamimi@yahoo.ca","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"38048","email":"esther.ladele@yahoo.com","first_name":"Esther","last_name":"Bode","phone":"6045203641","orgname":"BC Rapid Transit Company Ltd.","customer_acct_name":"BC Rapid Transit Company Ltd.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Esther Omowunmi Bode, PCP","language":"English","canceldate":"2025-02-04","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2021-12-13","cert_status":"ACTIVE","phone_2":"7788911312","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"236721","organization_id":"8946","intcode":"99","blocnote":"June 17 2025 vm\r\nSept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T16:15:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2505126","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2505126","old_int_code":"6","last_act_type":"2026-12-01","company_paid_thru":"2027-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2015-11-23","pf1_status":"P","pf1_completion_date":"2017-05-21","pf2_status":"P","pf2_completion_date":"2018-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-07-03","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"esther.ladele@yahoo.com","pcl_completion_date_5":"2020-11-23","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","corp_cancel_date":"2007-05-02","do_id":"","company_status":"A"}},"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":"2026-12-01","company_paid_thru":"2027-02-28","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":"28\/02\/2027","latest_paid_thru":"2027-02-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41334","email":"adelineng8@gmail.com","first_name":"Adeline","last_name":"Ng","phone":"7807330652","orgname":"Go Auto Corp.","customer_acct_name":"Go Auto Corp.","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"341197","full_name":"Adeline Ng","members_type":"CAND","lead_status":"Renewed Lapsed","new_member_date_2":"2024-08-22","coidnewmbrdate":"2011-08-25","city_1":"Edmonton","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7802005885","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":"LB2504173","organization_id":"188856","last_act_type":"2025-08-28","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2024-12-02","pf1_status":"P","pf1_completion_date":"2025-07-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-10-09","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","old_do_id":"L25C05115","npi_email_temp":"adelineng8@gmail.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"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":"2024-12-07","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","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"39072","email":"aileen.grace@hotmail.com","first_name":"Aileen","last_name":"Muli","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Aileen Muli","language":"English","canceldate":"2024-05-02","time_zone":"4","area_code":"780","members_type":"CAND","new_member_date_2":"2023-03-14","phone_2":"7803815689","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"322729","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03410","last_act_type":"2023-07-19","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-07-26","pf2_status":"P","pf2_completion_date":"2023-09-28","number_of_passed_courses":"3","intcode":"21","blocnote":"Nov 7 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T11:49:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"aileen.grace@hotmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03410","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"contact":{"id":"42131","email":"pauline.menyk@melnykconsultancy.org","first_name":"Pauline","last_name":"Melnyk","phone":"7804172915","orgname":"Melnyk Consultancy Ltd.","customer_acct_name":"Melnyk Consultancy Ltd.","tags":"LER_dummy, npiAlert21, npiAlert24, NPI LN sent to TM, TMAI","ip4":"10.13.134.61","fields":{"members_type":"AST","full_name":"Pauline Melnyk","time_zone":"4","language":"English","individual_id":"303262","phone_2":"7806677398","area_code":"780","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"01","blocnote":"Sept 12 2025 completed ( email updated)\n2026 May 08 contact declined to renew due to lack of capacity and not using membership enough","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:46-04:00","placeholder_email_change_date":"2025-09-12T12:16:59-04:00","regular_email_change_date":"2025-09-12T12:16:59-04:00","canceldate":"2024-09-04","new_member_date_2":"2021-07-26","paid_thru":"2024-06-30","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":"Yes","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"Preferred 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":"L25A01885","temp_intcode_for_auto_old_int_code":"1","province":"AB","last_act_type":"2023-12-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"pauline.menyk@melnykconsultancy.org","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called Pauline to discuss her lapsed Associate membership with the National Payroll Institute. Pauline shared that she initially joined to stay current with payroll legislation and rated her satisfaction as neutral. She declined to renew her membership, citing lack of capacity and not using the membership enough as reasons.","aitm_callsummarytitle":"Membership Non-Renewal Declined","notrenewedwanttorenew":"No","onesentencenotrenewed":"No capacity and did not use the membership enough.","initialvalue":"Stay Current","npi_voicemaildetection":"No","pipeline_2_members_only_ast":"","ivrdetector":"No","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","old_do_id":"L25A01885","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b064258f5ee7d237e8519acf3ac","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b064258f5ee7d237e8519acf3ac","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"38070","email":"w.chua79@gmail.com","first_name":"Wilbert","last_name":"Chua","phone":"2502673904","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Wilbert Chua","language":"English","canceldate":"2024-09-04","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C03968","new_member_date_2":"2023-07-27","phone_2":"2502673904","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327367","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03968","last_act_type":"2023-07-26","pcl_status":"P","pcl_completion_date":"2023-11-02","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","pf2_completion_date":"2023-12-20","number_of_passed_courses":"3","blocnote":"Nov 5 2025 completed without renewal because he is not doing payroll anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T13:37:00-05:00","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":"Yes","membershipcostspecify":"","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"3","age_range":"46 to 60 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":"w.chua79@gmail.com","pcl_completion_date_5":"2028-11-02","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"42086","email":"no-email88@ler.com","first_name":"Payroll","last_name":"Department","phone":"5143413951","orgname":"Kamik Canada Inc.","customer_acct_name":"Kamik Canada Inc.","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Payroll Department","time_zone":"2","do_id":"L25O01152","language":"English","individual_id":"167618","area_code":"514","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2025-02-28","temp_do_id_for_auto_old_do_id":"L25O01152","province":"QC","organization_id":"9722","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email88@ler.com","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28","company_paid_thru":"2025-02-28","corp_cancel_date":"2025-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42064","email":"christapear@hotmail.com","first_name":"Christa","last_name":"Pear","phone":"7094894156","orgname":"","customer_acct_name":"","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Christa Pear","time_zone":"1","do_id":"L25C05564","language":"English","individual_id":"300106","phone_2":"7094894156","zerobounce_reason":"(zerobounce invalid)","area_code":"709","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2022-10-31","canceldate":"2023-01-05","new_member_date_2":"2021-11-23","temp_do_id_for_auto_old_do_id":"L25C05564","province":"NL","last_infoline_date_type":"2021-12-23","last_act_type":"2021-12-23","pcl_status":"P","pcl_completion_date":"2021-06-28","pf1_status":"P","pf1_completion_date":"2021-09-05","pf2_status":"P","pf2_completion_date":"2022-03-20","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T08:40:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"christapear@hotmail.com","pcl_completion_date_5":"2026-06-28","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"38054","email":"seicollin@outlook.com","first_name":"Samara","last_name":"Collin","phone":"5198025845","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Samara Collin","language":"English","canceldate":"2024-06-04","time_zone":"2","area_code":"519","members_type":"CAND","new_member_date_2":"2023-04-14","phone_2":"5198025845","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323814","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03526","last_infoline_date_type":"2023-02-11","last_act_type":"2023-02-11","pcl_status":"F","pcl_completion_date":"2023-08-21","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:32:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"seicollin@outlook.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03526","pcl_completion_date_5":"2028-08-21","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"38937","email":"harp19770@gmail.com","first_name":"Harpreet","last_name":"Kaur","phone":"5874393760","orgname":"Perfect Tax Solutions Corp.","customer_acct_name":"Perfect Tax Solutions Corp.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Harpreet Kaur","language":"English","canceldate":"2024-08-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C03827","new_member_date_2":"2023-06-19","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326258","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03827","last_act_type":"2023-06-18","pcl_status":"F","pcl_completion_date":"2023-10-11","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T12:43:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"harp19770@gmail.com","pcl_completion_date_5":"2028-10-11","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"46102","email":"mwilhelm@rubanrose.org","first_name":"Melanie","last_name":"Vergerio","phone":"5148711717","orgname":"Fondation Cancer du Sein du Qu\u00e9bec","customer_acct_name":"Fondation Cancer du Sein du Qu\u00e9bec","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"304039","full_name":"Melanie Wilhelm Vergerio","members_type":"CORP","paid_thru":"2024-07-31","phone_2":"5143482407","organization_id":"304040","trc":"False","wera":"False","province":"QC","language":"French","corp_cancel_date":"2024-10-02","do_id":"L25O3391","number_of_passed_courses":"0","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":"L25O3391","npi_email_temp":"mwilhelm@rubanrose.org","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","company_paid_thru":"2024-07-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42110","email":"no-email204@ler.com","first_name":"Richard","last_name":"Uwaje","phone":"","orgname":"UWCRC 2.0","customer_acct_name":"UWCRC 2.0","tags":"LER_dummy","ip4":"10.13.144.137","fields":{"members_type":"CAND","full_name":"Richard Uwaje","time_zone":"3","do_id":"L25C05417","language":"English","individual_id":"286148","phone_2":"2048917528","area_code":"204","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"16","blocnote":"Aug 26 2025 number not assigned","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T12:58:00-04:00","regular_email_change_date":"2025-08-26T12:58:04-04:00","placeholder_email_change_date":"2025-08-26T12:58:04-04:00","old_int_code":"08","notrenewedother":"Phone cannot be recovered","canceldate":"2024-04-02","new_member_date_2":"2020-02-28","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C05417","temp_intcode_for_auto_old_int_code":"16","province":"MB","last_act_type":"2024-08-20","pcl_status":"P","pcl_completion_date":"2020-05-31","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"P","pf2_completion_date":"2022-09-18","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"no-email204@ler.com","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"46121","email":"ctedla@saskenergy.com","first_name":"Cheryl","last_name":"Tedla","phone":"3067779332","orgname":"SaskEnergy","customer_acct_name":"SaskEnergy","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"169922","full_name":"Cheryl Tedla","members_type":"CORP","paid_thru":"2027-01-31","organization_id":"7787","trc":"False","wera":"False","province":"SK","language":"English","corp_cancel_date":"2024-08-02","do_id":"L25O2631","number_of_passed_courses":"0","time_zone":"3","lead_status":"Renewed Lapsed","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O2631","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","npi_email_temp":"ctedla@saskenergy.com","intcode":"99","temp_intcode_for_auto_old_int_code":"99","formatted_paid_thru":"31\/01\/2027","company_paid_thru":"2027-01-31","latest_paid_thru":"2027-01-31","last_act_type":"2026-01-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42310","email":"dvirmani@gthlcanada.com","first_name":"Dinesh","last_name":"Virmani","phone":"4166366845","orgname":"Greater Toronto Hockey","customer_acct_name":"Greater Toronto Hockey","tags":"Zerobounce indication, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Dinesh Virmani","extension_phone_1":"223","time_zone":"2","do_id":"L25A01917","language":"English","individual_id":"244718","phone_2":"8479465885","zerobounce_reason":"(zerobounce invalid)","area_code":"416","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","pds_july":"1","paid_thru":"2024-06-30","intcode":"0","blocnote":"Sept 3 2025 he no longer works there\n2026 May 08 call reached voicemail of Cindy Petrino\n2026 May 08 call answered by Dinesh, declined to talk, no callback time given\n2026 May 11 contact informed Dinesh retired, spoke with Sydney director of finance","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:46-04:00","old_int_code":"08","canceldate":"2024-09-04","new_member_date_2":"2016-07-14","temp_do_id_for_auto_old_do_id":"L25A01917","temp_intcode_for_auto_old_int_code":"08","province":"ON","pds_august":"1","pds_september":"1","last_infoline_date_type":"2024-08-14","last_act_type":"2025-06-03","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"dvirmani@gthlcanada.com","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called to speak with Dinesh but was informed by Mary that he no longer works there. Mary transferred the call to Sydney, who confirmed that Dinesh has retired and is now the director of finance. The agent ended the call after receiving this information.","aitm_callsummarytitle":"Contact retired, spoke with replacement","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b3bc74a80df01edb3567c9cb322","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b3bc74a80df01edb3567c9cb322","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"41243","email":"tammyroenspiess@shaw.ca","first_name":"Tammy","last_name":"Roenspiess","phone":"","orgname":"","customer_acct_name":"","tags":"WR250716","ip4":"0.0.0.0","fields":{"individual_id":"232604","full_name":"Tammy Roenspiess, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2015-07-24","city_1":"Airdire","province":"AB","language":"English","time_zone":"4","area_code":"403","phone_2":"4039484494","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","found":"DO4 Email","date_of_renewal_identification":"2025-07-18","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2507413","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"2","pds_september":"2","last_infoline_date_type":"2024-05-02","last_act_type":"2026-12-01","pcl_status":"P","pcl_completion_date":"2015-04-13","pf1_status":"P","pf1_completion_date":"2015-05-11","pf2_status":"P","pf2_completion_date":"2015-06-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-07-07","number_of_passed_courses":"4","pds_october":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","old_do_id":"L25P01913","npi_email_temp":"tammyroenspiess@shaw.ca","pcl_completion_date_5":"2020-04-13","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30"}},"seriesid":"163"}
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{"contact":{"id":"43140","email":"ngoctham60@gmail.com","first_name":"Tham","last_name":"Nguyen","phone":"7804535314","orgname":"","customer_acct_name":"","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":"126599","full_name":"Tham Nguyen","members_type":"PRO","canceldate":"2025-09-03","new_member_date_2":"2024-07-17","paid_thru":"2025-06-30","cert_status":"WITHDRAWN","province":"AB","cpa_certification":"PCP","language":"English","pds_august":"8","phone_2":"7804535314","time_zone":"4","do_id":"L25P02392","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":"L25P02392","old_do_id":"LB2504129","intcode":"16","blocnote":"LN \/ 20 September 2025 VM\n2026-05-14 invalid phone destination, phone: +17804535314\n2026-05-14 invalid phone destination, phone: +17804535314","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T15:03:59-04:00","temp_intcode_for_auto_old_int_code":"16","pds_september":"8","last_infoline_date_type":"2024-05-30","last_conf_date_type":"2016-06-15","last_act_type":"2025-02-12","pcl_status":"P","pcl_completion_date":"2008-07-03","pf1_status":"P","pf1_completion_date":"2009-06-18","pf2_status":"P","pf2_completion_date":"2009-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-02-17","number_of_passed_courses":"4","pds_october":"8","trc":"False","wera":"False","pds_november":"8","npi_email_temp":"ngoctham60@gmail.com","pcl_completion_date_5":"2013-07-03","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","thewithdrawaldate":"2025-09-03","aitm_status_called":"2026-05-14T15:16:43-04:00","number_of_call_attempts":"1","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_bc6e6166aa5cb3362cdf72c7332","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_bc6e6166aa5cb3362cdf72c7332"}},"seriesid":"163"}
{"contact":{"id":"40864","email":"zhenyour@gmail.com","first_name":"Zhen","last_name":"Zhang","phone":"6476742169","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"324162","full_name":"Zhen Zhang","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-04-24","city_1":"Scarborough","province":"ON","language":"English","phone_2":"6476742169","area_code":"647","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C05024","last_act_type":"2024-03-31","pcl_status":"P","pcl_completion_date":"2023-07-26","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T10:54:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"zhenyour@gmail.com","pcl_completion_date_5":"2028-07-26","old_int_code":"06","date_of_renewal_identification":"","old_do_id":"L25C05024","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"39094","email":"lauralee.evans@yahoo.ca","first_name":"Laura","last_name":"Evans","phone":"","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Laura Lee Evans","language":"English","canceldate":"2023-08-02","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P00828","new_member_date_2":"2019-06-03","pds_april":"1","cert_status":"WITHDRAWN","phone_2":"4039266860","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"216692","intcode":"21","blocnote":"June 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-23T15:39:00-04:00","pds_july":"1","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":"L25P00828","temp_intcode_for_auto_old_int_code":"21","pds_august":"1","pds_september":"1","last_infoline_date_type":"2020-11-25","last_act_type":"2023-10-31","pcl_status":"P","pcl_completion_date":"2014-12-22","pf1_status":"P","pf1_completion_date":"2015-06-15","pf2_status":"P","pf2_completion_date":"2016-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-03-06","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"lauralee.evans@yahoo.ca","pcl_completion_date_5":"2019-12-22","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"37570","email":"uwailachinyere@gmail.com","first_name":"Chinyere","last_name":"Uwaila-Obayagbona","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Chinyere Uwaila-Obayagbona","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"416","members_type":"AST","do_id":"L25A01588","new_member_date_2":"2023-04-04","phone_2":"4168903949","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"322977","intcode":"05","blocnote":"June 16 2025 vm\n2026-05-08 Dial no answer, phone: +14168903949\n2026-05-11 Dial no answer, phone: +14168903949\n2026-05-13 Dial no answer, phone: +14168903949\n2026-05-15 Dial no answer, phone: +14168903949","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25A01588","temp_intcode_for_auto_old_int_code":"05","last_act_type":"2023-05-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"uwailachinyere@gmail.com","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28","called_by":"Tri","aitm_status_called":"2026-05-15T16:26:42-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"6","retell_call_status":"not_connected","session_id":"call_b40205dfa50a5deffe2bcf60eb1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b40205dfa50a5deffe2bcf60eb1"}},"seriesid":"163"}
{"contact":{"id":"43123","email":"jandfweaver@shaw.ca","first_name":"Julie","last_name":"Weaver","phone":"6048617228","orgname":"The Peake of Catering Ltd.","customer_acct_name":"The Peake of Catering Ltd.","tags":"250905 new mem portal, 2512 Active AST approached, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"290616","full_name":"Julie Weaver","members_type":"AST","canceldate":"2026-01-06","new_member_date_2":"2023-11-03","paid_thru":"2025-10-31","province":"BC","language":"English","phone_2":"6048617228","time_zone":"5","do_id":"L25A02778","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","blocnote":"Dec 11 2025 vm  DEc 16 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","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T14:06:46-04:00","intcode":"06","temp_do_id_for_auto_old_do_id":"L25A02778","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-02-11","pcl_status":"P","pcl_completion_date":"2020-11-02","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2024-02-15","number_of_passed_courses":"3","date_of_renewal_identification":"","telemarketing_call_date":"2025-10-29","trc":"True","wera":"False","old_do_id":"AST2174","npi_email_temp":"jandfweaver@shaw.ca","aitm_status_called":"2026-03-11T14:16:50-04:00","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, 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":"2025-11-02","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"46181","email":"no-email308@ler.com","first_name":"Connie","last_name":"Fuoco","phone":"5149374601","orgname":"Boutique Tristan & Iseut Inc","customer_acct_name":"Boutique Tristan & Iseut Inc","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"15190","full_name":"Connie Fuoco","members_type":"CORP","paid_thru":"2023-10-31","organization_id":"7464","trc":"False","wera":"False","province":"QC","last_act_type":"2024-03-26","language":"French","last_infoline_date_type":"2022-11-01","corp_cancel_date":"2024-01-05","extension_phone_1":"2212","do_id":"L25O2638","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2638","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email308@ler.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40925","email":"sbbhatt124@gmail.com","first_name":"Shivani","last_name":"Brahmbhatt","phone":"4167553324","orgname":"Belvika Trade and Packaging","customer_acct_name":"Belvika Trade and Packaging","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"335198","full_name":"Shivani Brahmbhatt","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04833","new_member_date_2":"2024-03-26","city_1":"Scarborough","province":"ON","language":"English","phone_2":"6477730337","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":"L25C04833","last_act_type":"2024-03-26","pcl_status":"F","pcl_completion_date":"2024-08-14","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 02 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T14:31:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"sbbhatt124@gmail.com","pcl_completion_date_5":"2029-08-14","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"38012","email":"lasanford1827@gmail.com","first_name":"Laurie","last_name":"Sanford","phone":"4038773060","orgname":"1936270 Alberta Inc.","customer_acct_name":"1936270 Alberta Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Laurie Sanford","language":"English","canceldate":"2025-02-04","time_zone":"4","area_code":"403","members_type":"CAND","new_member_date_2":"2023-11-27","phone_2":"4038773060","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"331611","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"LB2506003","last_act_type":"2024-03-05","pcl_status":"P","pcl_completion_date":"2024-03-04","pf1_status":"F","pf1_completion_date":"2024-07-24","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 14 2025 She said she no longer runs a business so does not need to be updated on the paperwork for payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T12:24:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C04458","trc":"True","wera":"False","do_id":"LB2506003","npi_email_temp":"lasanford1827@gmail.com","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"42277","email":"no-email51@ler.com","first_name":"Patricia","last_name":"Malagisi","phone":"","orgname":"","customer_acct_name":"","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Patricia Malagisi","time_zone":"2","do_id":"L25C05480","language":"English","individual_id":"313154","phone_2":"5147096719","area_code":"514","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2023-07-11","new_member_date_2":"2022-05-18","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C05480","province":"QC","last_act_type":"2025-09-02","pcl_status":"F","pcl_completion_date":"2022-09-11","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email51@ler.com","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"42092","email":"vmcvicar@yahoo.com","first_name":"Vanessa","last_name":"McVicar","phone":"5194744081","orgname":"Let's Talk Science","customer_acct_name":"Let's Talk Science","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":"Vanessa McVicar","extension_phone_1":"274","time_zone":"2","do_id":"L25C05568","language":"English","individual_id":"335916","phone_2":"5196917131","zerobounce_reason":"abuse","area_code":"519","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":"2025-12-02T15:52:00-05:00","canceldate":"2025-05-02","new_member_date_2":"2024-03-28","province":"ON","temp_do_id_for_auto_old_do_id":"L25C05568","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-10-28","pcl_status":"F","pcl_completion_date":"2024-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"vmcvicar@yahoo.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"39944","email":"a.christie@shaw.ca","first_name":"Annie","last_name":"Christie","phone":"","orgname":"Arch Consulting Inc.","customer_acct_name":"Arch Consulting Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Annie Christie","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"5","area_code":"250","members_type":"PRO","do_id":"L25P00656","new_member_date_2":"2009-09-09","pds_april":"5","cert_status":"WITHDRAWN","phone_2":"2506558982","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"158441","intcode":"06","blocnote":"july 3 2025 vm\n2026 May 12 voicemail reached, no contact made\n2026 May 14 - Reached voicemail\/greeting; no contact made\n2026 May 19 reached voicemail at Christie residence\n2026 May 21 reached voicemail at Christie residence","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:10-04:00","pds_july":"5","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25P00656","temp_intcode_for_auto_old_int_code":"6","pds_august":"5","pds_september":"5","last_infoline_date_type":"2020-12-31","last_conf_date_type":"2013-06-18","last_act_type":"2025-01-31","pcl_status":"P","pcl_completion_date":"2009-12-22","pf1_status":"P","pf1_completion_date":"2010-05-03","pf2_status":"P","pf2_completion_date":"2010-07-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-03-05","number_of_passed_courses":"4","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"a.christie@shaw.ca","pcl_completion_date_5":"2014-12-22","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","thewithdrawaldate":"2024-11-02","aitm_status_called":"2026-05-21T13:47:07-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered by the intended contact and went to voicemail at the Christie residence.","aitm_callsummarytitle":"Voicemail reached at Christie residence","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cd112f7b7883f780e33487637d5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cd112f7b7883f780e33487637d5","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail.","initialvalue":"Other","othermemberbenefit":"Contact not reached","prootherreasonsnottorenew":"Contact not reached; voicemail.","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"40840","email":"mahinthanv187@gmail.com","first_name":"Mahinthan","last_name":"Vivekananthan","phone":"7787917892","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":"336330","full_name":"Mahinthan Vivekananthan","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05009","new_member_date_2":"2024-04-08","city_1":"Surrey","province":"BC","language":"English","phone_2":"7787917892","area_code":"778","time_zone":"5","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":"L25C05009","last_act_type":"2024-05-04","pcl_status":"P","pcl_completion_date":"2024-08-05","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 17 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T18:12:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"mahinthanv187@gmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"45206","email":"viki.groeneveld@eclipseia.com","first_name":"Viktoria","last_name":"Groeneveld","phone":"4167975654","orgname":"Eclipse Advantage Canada ULC","customer_acct_name":"Eclipse Advantage Canada ULC","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"262017","full_name":"Viktoria Groeneveld","members_type":"CORP","paid_thru":"2024-02-29","phone_2":"4167975654","organization_id":"262015","trc":"False","wera":"False","province":"ON","last_act_type":"2023-09-02","language":"English","last_infoline_date_type":"2023-09-02","corp_cancel_date":"2024-05-02","do_id":"L25O3030","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3030","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"viki.groeneveld@eclipseia.com","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","company_paid_thru":"2024-02-29","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"46149","email":"liza.sheehan@canarie.ca","first_name":"Liza","last_name":"Sheehan","phone":"6139435379","orgname":"Canarie Inc.","customer_acct_name":"Canarie Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"72735","full_name":"Liza Sheehan","members_type":"CORP","paid_thru":"2023-04-30","organization_id":"51428","trc":"False","wera":"False","province":"ON","last_act_type":"2023-12-06","language":"English","corp_cancel_date":"2023-07-11","do_id":"L25O4444","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O4444","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"liza.sheehan@canarie.ca","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","company_paid_thru":"2023-04-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42081","email":"no-email252@ler.com","first_name":"Payroll","last_name":"Department","phone":"6139665500","orgname":"Hastings Prince Edward Public Health","customer_acct_name":"Hastings Prince Edward Public Health","tags":"LER_dummy, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Payroll Department","time_zone":"2","do_id":"L25O01150","language":"English","individual_id":"104539","area_code":"416","lead_status":"Lapsed DEL","pipeline_1_lapsed_members":"Non-mailable Lapsed members","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O01150","province":"QC","organization_id":"84060","date_of_renewal_identification":"","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email252@ler.com","intcode":"99","temp_intcode_for_auto_old_int_code":"99","formatted_paid_thru":"30\/04\/2026","ler_entered_date":"2026-05-28","latest_paid_thru":"2026-04-30","last_act_type":"2026-04-28","company_paid_thru":"2026-04-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37507","email":"abotsi@outlook.com","first_name":"Patrick","last_name":"Abotsi","phone":"6474788483","orgname":"Kosmos Accounting and Forensic Services","customer_acct_name":"Kosmos Accounting and Forensic Services","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Patrick Abotsi","language":"English","canceldate":"2023-06-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C00913","new_member_date_2":"2019-04-20","phone_2":"2894461288","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"275285","paid_thru":"2023-03-31","temp_do_id_for_auto_old_do_id":"L25C00913","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-26","pcl_status":"P","pcl_completion_date":"2019-08-14","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2020-12-27","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"abotsi@outlook.com","pcl_completion_date_5":"2024-08-14","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"39625","email":"tylahbuha@gmail.com","first_name":"Tylah","last_name":"Buha","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Tylah Buha","language":"English","canceldate":"2024-09-04","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"PRO","do_id":"L25P01256","new_member_date_2":"2019-07-23","cert_status":"WITHDRAWN","phone_2":"7802730195","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"271539","intcode":"06","blocnote":"June 2025 vm\n2026 May 25 reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:07-04:00","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25P01256","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-03-12","pcl_status":"P","pcl_completion_date":"2019-03-03","pf1_status":"P","pf1_completion_date":"2019-04-07","pf2_status":"P","pf2_completion_date":"2019-05-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-08-20","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"tylahbuha@gmail.com","pcl_completion_date_5":"2024-03-03","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","thewithdrawaldate":"2024-09-04","aitm_status_called":"2026-05-25T14:32:08-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call reached the voicemail of the contact 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","session_id":"call_81f67a773e12605bacfad8d2bb5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_81f67a773e12605bacfad8d2bb5"}},"seriesid":"163"}
{"contact":{"id":"39582","email":"preetmankaur1995@gmail.com","first_name":"Manpreet","last_name":"Kaur","phone":"4372562929","orgname":"","customer_acct_name":"","tags":"npiAlert13","ip4":"127.0.0.1","fields":{"full_name":"Manpreet Kaur","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"437","members_type":"CAND","new_member_date_2":"2026-05-14","phone_2":"4372562929","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"326776","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"L25C03902","last_act_type":"2026-05-14","pcl_status":"F","pcl_completion_date":"2023-11-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"99","blocnote":"LNC \/ 02 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T13:07:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"preetmankaur1995@gmail.com","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","date_of_renewal_identification":"2026-05-15","old_int_code":"06"}},"seriesid":"163"}
{"contact":{"id":"37584","email":"chentouf.yaaqoub@gmail.com","first_name":"Yaaqoub","last_name":"Chentouf","phone":"4389957904","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Yaaqoub Chentouf","language":"French","canceldate":"2024-11-02","time_zone":"2","area_code":"438","members_type":"CAND","do_id":"L25C03676","phone_2":"4389957904","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"325038","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C03676","last_act_type":"2023-08-31","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"lnc\r\n27 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T09:59:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"chentouf.yaaqoub@gmail.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"39936","email":"mykalaconstable@hotmail.com","first_name":"Mykala","last_name":"Constable","phone":"9022135667","orgname":"Health PEI","customer_acct_name":"Health PEI","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Mykala Constable","language":"English","canceldate":"2023-12-02","cpa_certification":"PCP","time_zone":"1","area_code":"902","members_type":"PRO","do_id":"L25P01192","new_member_date_2":"2021-10-21","cert_status":"WITHDRAWN","phone_2":"9022135667","province":"PE","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"263963","blocnote":"JUly 4 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-07-04T14:12:00-04:00","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","npichallenges":"No","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"It was a bit expensive","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"9","age_range":"18 to 30 years","selfpayrollproficiency":"Strong","notrenewedcpehard":"Yes","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"Yes","intcode":"21","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2023-09-30","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P01192","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-03","pcl_status":"P","pcl_completion_date":"2018-07-08","pf1_status":"P","pf1_completion_date":"2018-08-05","pf2_status":"P","pf2_completion_date":"2018-10-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-12-08","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mykalaconstable@hotmail.com","pcl_completion_date_5":"2023-07-08","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"39079","email":"ahmed_abulenien@hotmail.com","first_name":"Ahmed","last_name":"Abulenien","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ahmed Abulenien","language":"English","canceldate":"2024-10-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C04063","new_member_date_2":"2023-08-16","phone_2":"5874349787","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328020","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04063","last_act_type":"2023-08-16","pcl_status":"P","pcl_completion_date":"2023-12-20","pf1_status":"P","pf1_completion_date":"2024-02-05","pf2_status":"P","pf2_completion_date":"2024-04-23","number_of_passed_courses":"3","intcode":"55","blocnote":"Nov 7 2025 vm\r\nLNC Dec 15 2025 He would like to know how many more of work experience he needs to be certified member.\r\nRenewal email sent.","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T12:00:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"55","trc":"True","wera":"False","sendapplicationform":"2025-12-15T11:58:00-05:00","old_int_code":"23","npi_email_temp":"ahmed_abulenien@hotmail.com","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"39066","email":"tina_kamani@yahoo.com","first_name":"Tina","last_name":"Kamani","phone":"4166377567","orgname":"Maxims Limited Partnership\r(Management Co. of Aird & Berlis LLP)","customer_acct_name":"Maxims Limited Partnership\r(Management Co. of Aird & Berlis LLP)","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Tina Kamani, PCP","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2023-10-16","cert_status":"WITHDRAWN","phone_2":"4164640048","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"330384","pipeline_2_members_only_ast":"","paid_thru":"2025-12-31","temp_do_id_for_auto_old_do_id":"L25C08771","old_do_id":"LB2507502","last_act_type":"2026-12-04","company_paid_thru":"2026-12-31","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2024-04-08","pf1_status":"P","pf1_completion_date":"2024-07-24","pf2_status":"P","pf2_completion_date":"2024-11-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-06","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25C08771","npi_email_temp":"tina_kamani@yahoo.com","pcl_completion_date_5":"2029-04-08","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"46184","email":"no-email438@ler.com","first_name":"Lydie","last_name":"Oura","phone":"4504491000","orgname":"Novallier, S.e.n.c.r.l.","customer_acct_name":"Novallier, S.e.n.c.r.l.","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"299404","full_name":"Lydie Oura","members_type":"CORP","paid_thru":"2023-10-31","phone_2":"5145725717","organization_id":"190923","trc":"False","wera":"False","province":"QC","last_act_type":"2024-04-30","language":"French","last_infoline_date_type":"2022-12-20","corp_cancel_date":"2024-01-05","extension_phone_1":"238","do_id":"L25O3401","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3401","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email438@ler.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"37559","email":"gdorner@forterie.ca","first_name":"Gerald","last_name":"Dorner","phone":"9058711600","orgname":"The Town of Fort Erie","customer_acct_name":"The Town of Fort Erie","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Gerald Dorner","language":"English","canceldate":"2024-07-03","extension_phone_1":"2223","time_zone":"2","area_code":"905","members_type":"CAND","new_member_date_2":"2023-05-04","phone_2":"2899695752","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"320598","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03227","last_act_type":"2023-05-05","pcl_status":"P","pcl_completion_date":"2023-05-25","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T11:10:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"gdorner@forterie.ca","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03227"}},"seriesid":"163"}
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{"contact":{"id":"44651","email":"shirleysunghy@gmail.com","first_name":"Ha","last_name":"Sung","phone":"8258236888","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342175","full_name":"Ha Yee Sung","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-08","paid_thru":"2025-09-30","phone_2":"8258236888","pcl_status":"P","pcl_completion_date":"2024-12-18","trc":"True","wera":"False","province":"BC","last_act_type":"2024-08-10","language":"English","do_id":"L25C8462","lead_status":"Lapsed Member","time_zone":"5","number_of_passed_courses":"1","temp_do_id_for_auto_old_do_id":"L25C8462","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T12:27:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"shirleysunghy@gmail.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"42116","email":"no-email207@ler.com","first_name":"Nadia","last_name":"Imbeault","phone":"","orgname":"","customer_acct_name":"","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Nadia Imbeault","time_zone":"2","do_id":"L25C05420","language":"French","individual_id":"306744","phone_2":"5142587515","area_code":"514","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2024-05-02","new_member_date_2":"2022-03-23","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C05420","province":"QC","last_infoline_date_type":"2022-04-11","last_act_type":"2024-09-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email207@ler.com","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"39980","email":"rsmith@eddyfi.com","first_name":"Rhonda","last_name":"Smith","phone":"2507298080","orgname":"Eddyfi Technologies","customer_acct_name":"Eddyfi Technologies","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Rhonda Smith, CHRM, B.Tech- HR","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","extension_phone_1":"88046","time_zone":"5","area_code":"250","members_type":"PRO","do_id":"L25P00922","new_member_date_2":"2014-08-22","pds_april":"2","cert_status":"WITHDRAWN","phone_2":"2507145597","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"227856","intcode":"06","blocnote":"July 3 2025 vm\r\nSept 10 2025 vm\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:07-04:00","pds_july":"2","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25P00922","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","pds_september":"2","last_infoline_date_type":"2022-03-11","last_act_type":"2024-12-31","pcl_status":"P","pcl_completion_date":"2015-01-07","pf1_status":"P","pf1_completion_date":"2015-06-29","pf2_status":"P","pf2_completion_date":"2015-11-16","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","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"rsmith@eddyfi.com","pcl_completion_date_5":"2020-01-07","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","thewithdrawaldate":"2024-10-02","aitm_status_called":"2026-05-25T14:27:06-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","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","session_id":"call_f60d21d93ad92e446cee98eb510","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f60d21d93ad92e446cee98eb510","number_of_total_call_attempts":"2"}},"seriesid":"163"}
{"contact":{"id":"42157","email":"slim2shade@yahoo.com","first_name":"Afolashade","last_name":"Oderemi","phone":"2049269774","orgname":"Winnipeg Regional Health Authority","customer_acct_name":"Winnipeg Regional Health Authority","tags":"","ip4":"10.13.141.24","fields":{"members_type":"PRO","full_name":"Afolashade Oderemi, PCP","time_zone":"3","language":"English","individual_id":"226078","phone_2":"2048133831","zerobounce_reason":"abuse","area_code":"204","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"18","blocnote":"Dec 4 2025 completed and she is willing to renew","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T12:03:00-05:00","temp_do_id_for_auto_old_do_id":"LB2507257","temp_intcode_for_auto_old_int_code":"18","new_member_date_2":"2014-06-05","paid_thru":"2026-04-30","organization_id":"7241","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2014-10-14","pf1_status":"P","pf1_completion_date":"2015-02-23","pf2_status":"P","pf2_completion_date":"2016-09-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-05-05","province":"MB","cpa_certification":"PCP","last_act_type":"2026-12-01","company_paid_thru":"2026-07-31","number_of_passed_courses":"4","date_of_renewal_identification":"2025-12-04","old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","sendapplicationform":"2025-12-04T12:01:00-05:00","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","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"Yes","mini_nps":"","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","last_engaged_date":"2025-12-10","old_do_id":"L25P01891","npi_email_temp":"slim2shade@yahoo.com","pcl_completion_date_5":"2019-10-14","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39623","email":"serinalmd@gmail.com","first_name":"Serina","last_name":"Dean","phone":"4036409230","orgname":"Burnco Rock Products Ltd.","customer_acct_name":"Burnco Rock Products Ltd.","tags":"npiAlert3, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Serina Dean, PCP","language":"English","canceldate":"2024-12-03","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2020-12-01","pds_april":"3","cert_status":"ACTIVE","phone_2":"4039757477","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"257552","organization_id":"34884","intcode":"99","blocnote":"June 27 2025 vm\r\nSept 9 2025 1st number not in service and 2nd number vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T13:40:00-04:00","pipeline_2_members_only_ast":"","pds_july":"3","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2507143","temp_intcode_for_auto_old_int_code":"99","pds_august":"3","old_do_id":"LB2507143","old_int_code":"6","pds_september":"3","last_infoline_date_type":"2023-08-24","last_act_type":"2026-04-05","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2019-01-07","pf1_status":"P","pf1_completion_date":"2019-04-21","pf2_status":"P","pf2_completion_date":"2019-08-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-03-20","number_of_passed_courses":"4","date_of_renewal_identification":"","pds_october":"3","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"3","npi_email_temp":"serinalmd@gmail.com","pcl_completion_date_5":"2024-01-07","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41655","email":"kaylap@mchigeeng.ca","first_name":"Kayla","last_name":"Paul","phone":"7053775362","orgname":"M' Chigeeng First Nation","customer_acct_name":"M' Chigeeng First Nation","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"274285","full_name":"Kayla Paul","lead_status":"Lapsed Member","do_id":"L25O01079","members_type":"CORP","organization_id":"208225","coidnewmbrdate":"2012-11-12","city_1":"M' Chigeeng","province":"ON","language":"English","time_zone":"2","area_code":"705","extension_phone_1":"213","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Aug 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T14:06:00-04:00","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O01079","temp_intcode_for_auto_old_int_code":"6","pds_august":"5","pds_september":"5","last_infoline_date_type":"2025-09-19","last_act_type":"2025-09-19","number_of_passed_courses":"0","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"kaylap@mchigeeng.ca","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37494","email":"lemishajs@hotmail.com","first_name":"Lemisha","last_name":"Johnson-Smith","phone":"6478329488","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Lemisha Johnson-Smith","language":"English","canceldate":"2024-03-02","time_zone":"2","area_code":"647","members_type":"CAND","new_member_date_2":"2023-01-12","phone_2":"6478329488","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"320500","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C03218","last_act_type":"2023-11-01","pcl_status":"F","pcl_completion_date":"2023-04-02","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:44:00-05:00","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":"L25C03218","npi_email_temp":"lemishajs@hotmail.com","pcl_completion_date_5":"2028-04-02","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"39138","email":"magichorse01@gmail.com","first_name":"Tracey","last_name":"Stevenson","phone":"4035704500","orgname":"UFA Co-operative Ltd.","customer_acct_name":"UFA Co-operative Ltd.","tags":"npiAlert13, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Tracey Stevenson, PCP","language":"English","canceldate":"2025-02-04","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","new_member_date_2":"2026-05-25","cert_status":"ACTIVE","phone_2":"4038301758","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"250293","intcode":"99","blocnote":"June 23 2025 She is now part of her companies corporate membership.\n2026 May 14 - Short call; agent asked for Tracey, call disconnected quickly.","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T13:29:19-04:00","old_int_code":"15","date_of_renewal_identification":"2026-05-27","paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"L25P02936","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-09-25","last_conf_date_type":"2021-06-09","last_act_type":"2026-05-25","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2018-07-03","pf1_status":"P","pf1_completion_date":"2019-03-24","pf2_status":"P","pf2_completion_date":"2019-07-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-02-06","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"LB2506217","npi_email_temp":"magichorse01@gmail.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-02-28","pcl_completion_date_5":"2023-07-03","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","thewithdrawaldate":"2025-02-04","aitm_status_called":"2026-05-14T13:29:19-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent placed an outbound call, greeted the contact and asked to speak with Tracey; the call ended shortly after with no further conversation.","aitm_callsummarytitle":"Brief greeting; asked for Tracey","notrenewedwanttorenew":"No","mini_nps":"3","initialvalue":"Other","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_831bb4e22ed303772d9e54184f7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_831bb4e22ed303772d9e54184f7","number_of_calls_reached":"1","corp_cancel_date":"2011-01-04"}},"seriesid":"163"}
{"contact":{"id":"46244","email":"kcabral@sync.com","first_name":"Karen","last_name":"Cabral","phone":"6479331167","orgname":"Sync.Com Inc.","customer_acct_name":"Sync.Com Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"310324","full_name":"Karen Cabral","members_type":"CORP","paid_thru":"2024-02-29","organization_id":"311123","trc":"False","wera":"False","province":"ON","language":"English","corp_cancel_date":"2024-05-02","do_id":"L25O3654","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3654","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"kcabral@sync.com","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","company_paid_thru":"2024-02-29","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42318","email":"georgeodeh9773@gmail.com","first_name":"N.","last_name":"Odeh","phone":"4032316285","orgname":"United Way of Calgary and Area","customer_acct_name":"United Way of Calgary and Area","tags":"Zerobounce indication, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"N. George Odeh","time_zone":"4","do_id":"L25A01921","language":"English","individual_id":"297324","phone_2":"4036719773","zerobounce_reason":"(zerobounce invalid)","area_code":"403","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2023-12-31","intcode":"06","blocnote":"number not in service\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:44-04:00","old_int_code":"16","notrenewedother":"Phone cannot be recovered","canceldate":"2024-03-02","new_member_date_2":"2021-01-29","temp_do_id_for_auto_old_do_id":"L25A01921","temp_intcode_for_auto_old_int_code":"06","province":"AB","last_infoline_date_type":"2023-01-02","last_act_type":"2023-01-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"georgeodeh9773@gmail.com","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:26:40-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3217fbad66efc3742910c92bd44","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3217fbad66efc3742910c92bd44"}},"seriesid":"163"}
{"contact":{"id":"40890","email":"mbedano@acciona.com","first_name":"Ma Mae","last_name":"Manejero","phone":"2506128484","orgname":"Peace River Hydro Partners Construction","customer_acct_name":"Peace River Hydro Partners Construction","tags":"npiAlert2, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"196596","full_name":"Ma Mae Manejero","members_type":"AST","lead_status":"Renewed AST","do_id":"AST03342","new_member_date_2":"2026-05-28","organization_id":"262780","coidnewmbrdate":"2018-04-20","city_1":"Burnaby","province":"BC","language":"English","phone_2":"2506128484","area_code":"250","time_zone":"5","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2018-05-02","pds_july":"5","paid_thru":"2027-04-30","intcode":"99","blocnote":"Aug 18 2025 vm\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 contact wants to renew and sent the email - NPI# 40890\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\n2026 Mar 11 call reached voicemail, no conversation\n2026 Mar 13 brief call with Ma Mae, introduced membership lapse but no further conversation","dhmsfin_telemarketing_last_contacted_date":"2026-03-13T16:06:48-04:00","temp_do_id_for_auto_old_do_id":"AST03342","temp_intcode_for_auto_old_int_code":"99","pds_august":"5","old_do_id":"L25A02133","pds_september":"5","last_infoline_date_type":"2024-06-13","last_act_type":"2025-05-26","pcl_status":"P","pcl_completion_date":"2013-01-18","pf1_status":"P","pf1_completion_date":"2013-05-28","pf2_status":"P","pf2_completion_date":"2017-09-10","number_of_passed_courses":"3","pds_october":"5","trc":"False","wera":"False","pds_november":"5","npi_email_temp":"mbedano@acciona.com","aitm_status_called":"2026-03-13T16:06:48-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Ma Mae 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 questions or actions.","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","regular_email_change_date":"2026-03-06T13:11:12-05:00","npi_email_2":"mae.bedano@prhp.ca","sendapplicationform":"2026-03-06T13:11:00-05:00","old_int_code":"15","number_of_calls_reached":"2","number_of_total_call_attempts":"5","pcl_completion_date_5":"2018-01-18","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","last_engaged_date":"2026-05-25","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I","date_of_renewal_identification":"2026-05-29","ai_entered_date":"2026-05-29","telemarketing_call_date":"2026-03-13"}},"seriesid":"163"}
{"contact":{"id":"41079","email":"parappillykg@gmail.com","first_name":"Kevin-George","last_name":"Parappilly","phone":"6043676875","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":"337204","full_name":"Kevin-George Parappilly","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04946","new_member_date_2":"2024-04-30","city_1":"Surrey","province":"BC","language":"English","phone_2":"6043676875","area_code":"604","time_zone":"5","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":"L25C04946","last_act_type":"2024-04-29","pcl_status":"F","pcl_completion_date":"2024-09-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T12:43:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"parappillykg@gmail.com","pcl_completion_date_5":"2029-09-03","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"42264","email":"cmotruk@brooks.ca","first_name":"Christina-Ann","last_name":"Motruk","phone":"4033623333","orgname":"City of Brooks","customer_acct_name":"City of Brooks","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CORP","full_name":"Christina-Ann Motruk","time_zone":"4","do_id":"L25O01112","language":"English","individual_id":"322746","zerobounce_reason":"invalid","area_code":"403","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":"L25O01112","province":"AB","organization_id":"67793","last_act_type":"2023-06-15","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Sept 2 2025 vm  Oct 17 2025 vm\r\nOct 31 2025 she said september in payroll\r\nDec 5 2025 this is a duplicate already spoke to September in another file","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T11:53:00-05:00","intcode":"09","temp_intcode_for_auto_old_int_code":"09","npi_email_temp":"cmotruk@brooks.ca","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40853","email":"woonatai@protonmail.com","first_name":"Michelle","last_name":"Bruno","phone":"4168291773","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":"336855","full_name":"Michelle Woon-A-Tai Bruno","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05016","new_member_date_2":"2024-04-18","city_1":"Toronto","province":"ON","language":"English","phone_2":"4168291773","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":"L25C05016","last_act_type":"2025-05-20","pcl_status":"F","pcl_completion_date":"2025-05-16","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T14:22:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"woonatai@protonmail.com","pcl_completion_date_5":"2030-05-16","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"37960","email":"davidadhikari115@yahoo.com","first_name":"Damodar","last_name":"Adhikari","phone":"7787080124","orgname":"7 Eleven Canada","customer_acct_name":"7 Eleven Canada","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Damodar Adhikari","language":"English","canceldate":"2024-02-03","cpa_certification":"PCP","time_zone":"5","area_code":"778","members_type":"PRO","do_id":"L25P00969","new_member_date_2":"2016-12-08","cert_status":"WITHDRAWN","phone_2":"7787080124","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"235736","intcode":"15","blocnote":"June 16 2025 Call back\r\nSept 4 2025 He would like to renew Sent application\r\nLN \/ 31 October 2025 He was driving - call him back\r\nLN \/ 10 November 2025 Sent him the e-mail for renewal\r\nLN \/ 17 December 2025 Sent the application for renewal\n2026 May 12 contact confirmed identity, scheduled callback for 16:00 Toronto time, did not discuss renewal details.\n2026 May 12 - Reached Damodar; call opened about lapsed Professional membership, call disconnected early","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T16:31:44-04:00","paid_thru":"2023-11-30","sendapplicationform":"2025-12-17T14:41:00-05:00","temp_do_id_for_auto_old_do_id":"L25P00969","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-03-05","pcl_status":"P","pcl_completion_date":"2015-08-17","pf1_status":"P","pf1_completion_date":"2015-09-14","pf2_status":"P","pf2_completion_date":"2015-10-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-12-21","number_of_passed_courses":"4","old_int_code":"10","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":"3","age_range":"Preferred not to say","selfpayrollproficiency":"Prefers not to say","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"davidadhikari115@yahoo.com","pcl_completion_date_5":"2020-08-17","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","thewithdrawaldate":"2024-02-03","aitm_status_called":"2026-05-12T16:31:44-04:00","number_of_call_attempts":"0","npi_call_back_date_and_time":"2026-05-12T16:00:00-04:00","npi_call_back_time_hour":"16","npi_call_back_time_minute":"00","npi_transcriptsummary":"Agent reached Damodar, confirmed identity, and began an outreach about a lapsed Professional membership before the call ended shortly after the opening. No survey or email was completed.","aitm_callsummarytitle":"Reached contact; call disconnected after opening","onesentencenotrenewed":"Contact was not available to discuss renewal and requested a callback after work hours.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact was at work and unable to discuss membership renewal at the time of call.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e38c52d64c5f2d22a43b206b22d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e38c52d64c5f2d22a43b206b22d","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"37910","email":"navneetpabla67@gmail.com","first_name":"Navneet","last_name":"Kaur","phone":"9054646434","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Navneet Kaur","language":"English","canceldate":"2024-04-02","time_zone":"2","area_code":"905","members_type":"CAND","new_member_date_2":"2023-02-02","phone_2":"9054646434","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"321330","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C03271","last_act_type":"2023-05-04","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":"2025-11-27T08:54:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"navneetpabla67@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03271","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"37457","email":"jacynthe.hr@gmail.com","first_name":"Jacynthe","last_name":"H\u00e9nault-Rondeau","phone":"4505883845","orgname":"Remorques Apogee","customer_acct_name":"Remorques Apogee","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Jacynthe H\u00e9nault-Rondeau","language":"French","canceldate":"2023-07-11","extension_phone_1":"6","time_zone":"2","area_code":"450","members_type":"CAND","do_id":"L25C02396","new_member_date_2":"2022-05-17","phone_2":"5149455157","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"312876","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02396","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-05-30","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"jacynthe.hr@gmail.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"41077","email":"ninahh0920@gmail.com","first_name":"Ruihan","last_name":"Niu","phone":"","orgname":"11438948 Canada LTD","customer_acct_name":"11438948 Canada LTD","tags":"250903 Update Lapsed from Mem portal","ip4":"0.0.0.0","fields":{"individual_id":"302299","full_name":"Ruihan Niu, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2024-03-27","city_1":"Richmond","province":"BC","language":"English","phone_2":"6047673627","area_code":"604","time_zone":"5","pipeline_2_members_only_ast":"","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":"LB2506650","last_act_type":"2025-10-31","pcl_status":"P","pcl_completion_date":"2024-07-02","pf1_status":"P","pf1_completion_date":"2024-12-21","pf2_status":"P","pf2_completion_date":"2025-03-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-07-31","date_of_renewal_identification":"2025-10-29","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pcp_we":"APPROVED","old_do_id":"L25C04943","npi_email_temp":"ninahh0920@gmail.com","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"42142","email":"imanakl@hotmail.com","first_name":"Iman","last_name":"Akl","phone":"7806088519","orgname":"Alberta Health Services\rHR Shared Services, Payroll Operations","customer_acct_name":"Alberta Health Services\rHR Shared Services, Payroll Operations","tags":"Zerobounce indication","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Iman Akl","time_zone":"4","language":"English","individual_id":"290576","phone_2":"4038880874","zerobounce_reason":"abuse","area_code":"780","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Oct 29 2025 she is retired","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T13:34:00-04:00","new_member_date_2":"2020-07-21","paid_thru":"2026-06-30","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2505447","temp_intcode_for_auto_old_int_code":"99","province":"AB","organization_id":"125360","last_act_type":"2026-04-15","company_paid_thru":"2026-11-30","pcl_status":"P","pcl_completion_date":"2020-11-02","pf1_status":"P","pf1_completion_date":"2021-10-31","pf2_status":"F","pf2_completion_date":"2025-08-20","old_int_code":"12","number_of_passed_courses":"3","trc":"True","wera":"False","old_do_id":"L25C05046","npi_email_temp":"imanakl@hotmail.com","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-04-09","pcl_completion_date_5":"2025-11-02","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37576","email":"apsinghca70@gmail.com","first_name":"Amrit","last_name":"Singh","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Amrit Pal Singh","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"437","members_type":"CAND","new_member_date_2":"2022-09-20","phone_2":"4379716309","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316977","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"LB2504370","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":"L25C02969","last_act_type":"2023-11-22","pcl_status":"F","pcl_completion_date":"2023-11-27","pf1_status":"F","pf1_completion_date":"2024-02-26","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2504370","npi_email_temp":"apsinghca70@gmail.com","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"40901","email":"setfreeanderson7@outlook.com","first_name":"Colette","last_name":"Anderson","phone":"7803051441","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":"336397","full_name":"Colette Anderson","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04819","new_member_date_2":"2024-04-25","city_1":"Barrhead","province":"AB","language":"English","phone_2":"7803051441","area_code":"780","time_zone":"4","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":"L25C04819","last_act_type":"2024-04-25","pcl_status":"F","pcl_completion_date":"2024-08-12","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"05","blocnote":"LNC Dec 2 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T12:41:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"05","npi_email_temp":"setfreeanderson7@outlook.com","pcl_completion_date_5":"2029-08-12","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"38016","email":"samdespins@accesscomm.ca","first_name":"Samantha","last_name":"Despins","phone":"3065705014","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Samantha Despins","language":"English","canceldate":"2024-09-04","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C03963","new_member_date_2":"2023-07-26","phone_2":"3065705014","province":"SK","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327307","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03963","last_act_type":"2023-07-25","pcl_status":"F","pcl_completion_date":"2023-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T16:32:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"samdespins@accesscomm.ca","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"42279","email":"no-email53@ler.com","first_name":"Stephanie","last_name":"Allan","phone":"2505622487","orgname":"Frost Lake Logging","customer_acct_name":"Frost Lake Logging","tags":"LER_dummy","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Stephanie Allan","time_zone":"5","do_id":"L25C05482","language":"English","individual_id":"312675","area_code":"250","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"16","blocnote":"Sept 3 2025 she doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T16:05:00-04:00","old_int_code":"12","canceldate":"2023-07-11","new_member_date_2":"2022-05-05","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C05482","temp_intcode_for_auto_old_int_code":"16","province":"BC","last_act_type":"2024-06-25","pcl_status":"F","pcl_completion_date":"2022-09-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email53@ler.com","pcl_completion_date_5":"2027-09-18","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"42115","email":"carolynn20@me.com","first_name":"Carolynn","last_name":"Fiedler","phone":"5872010729","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250904 Update Lapsed from Mem Portal, NPI LN sent to TM","ip4":"10.13.142.63","fields":{"members_type":"CAND","full_name":"Carolynn Fiedler","time_zone":"4","do_id":"L25C04866","language":"English","individual_id":"336421","phone_2":"7806390200","zerobounce_reason":"invalid","area_code":"780","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-03-31","sendapplicationform":"2025-08-27T12:17:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T15:53:00-05:00","blocnote":"LNC \/ 02 December 2025 VM","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":"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":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","regular_email_change_date":"2025-08-27T12:19:04-04:00","pipeline_2_members_only_ast":"","canceldate":"2025-06-03","new_member_date_2":"2024-04-09","province":"AB","temp_do_id_for_auto_old_do_id":"L25C04866","temp_intcode_for_auto_old_int_code":"06","old_int_code":"18","last_act_type":"2024-09-20","pcl_status":"F","pcl_completion_date":"2024-12-12","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"carolynn20@me.com","pcl_completion_date_5":"2029-12-12","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"42100","email":"no-email198@ler.com","first_name":"Amanda","last_name":"Agyei","phone":"6137253519","orgname":"Tamir Foundation","customer_acct_name":"Tamir Foundation","tags":"LER_dummy, NPI LN sent to TM","ip4":"10.13.139.143","fields":{"members_type":"PRO","full_name":"Amanda Agyei","time_zone":"2","do_id":"L25P02034","language":"English","individual_id":"254864","phone_2":"6132700911","area_code":"613","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"06","blocnote":"6132700911\r\nAug 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T14:00:00-04:00","placeholder_email_change_date":"2025-08-27T14:00:16-04:00","regular_email_change_date":"2025-08-27T14:00:16-04:00","canceldate":"2024-08-02","new_member_date_2":"2019-06-25","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25P02034","temp_intcode_for_auto_old_int_code":"6","cert_status":"WITHDRAWN","province":"ON","cpa_certification":"CPM","last_infoline_date_type":"2023-12-20","last_act_type":"2024-10-31","pcl_status":"P","pcl_completion_date":"2017-12-18","pf1_status":"P","pf1_completion_date":"2018-04-22","pf2_status":"P","pf2_completion_date":"2018-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-12-08","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"no-email198@ler.com","pcl_completion_date_5":"2022-12-18","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"41372","email":"kebehzakama@gmail.com","first_name":"Kebeh","last_name":"Zakama","phone":"5877013482","orgname":"Ecco Heating Products Ltd.","customer_acct_name":"Ecco Heating Products Ltd.","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"351518","full_name":"Kebeh Zakama","members_type":"CAND","lead_status":"Renewed Lapsed","new_member_date_2":"2025-06-06","coidnewmbrdate":"2024-08-27","city_1":"Edmonton","province":"AB","language":"English","extension_phone_1":"2923","time_zone":"4","area_code":"587","phone_2":"2045830099","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-05-31","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2505853","organization_id":"7797","last_act_type":"2025-06-06","company_paid_thru":"2026-08-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","old_do_id":"L25C05153","npi_email_temp":"kebehzakama@gmail.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","corp_cancel_date":"2023-08-02","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37590","email":"marjorie.teu@gmail.com","first_name":"Marjorie","last_name":"Teu","phone":"6478077372","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Marjorie Teu","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C04171","new_member_date_2":"2023-09-06","phone_2":"6478077372","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328813","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04171","last_act_type":"2023-02-09","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":"2025-11-26T13:54:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"marjorie.teu@gmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"38992","email":"ryaskow@live.com","first_name":"Rhonda","last_name":"Yaskow","phone":"7806327611","orgname":"Lakeland Respiratory Consulting Services","customer_acct_name":"Lakeland Respiratory Consulting Services","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Rhonda Yaskow","language":"English","canceldate":"2023-07-11","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"PRO","new_member_date_2":"2012-05-02","cert_status":"WITHDRAWN","phone_2":"7808729943","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"117916","intcode":"21","blocnote":"June 23 2025 she nomlonger works there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-06-23T11:54:00-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"12","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25P00564","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-10","pcl_status":"P","pcl_completion_date":"2009-04-09","pf1_status":"P","pf1_completion_date":"2009-06-16","pf2_status":"P","pf2_completion_date":"2009-07-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-08-07","number_of_passed_courses":"4","trc":"False","wera":"False","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P00564","npi_email_temp":"ryaskow@live.com","pcl_completion_date_5":"2014-04-09","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"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","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":"2023-03-10","last_act_type":"2025-12-24","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","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"42117","email":"isaacsticklandwood123@gmail.com","first_name":"Isaac","last_name":"Stickland","phone":"7053039591","orgname":"","customer_acct_name":"","tags":"Zerobounce indication, 250904 Update Lapsed from Mem Portal, npiAlert21, NPI LN sent to TM","ip4":"10.13.143.224","fields":{"members_type":"CAND","full_name":"Isaac Stickland","time_zone":"2","do_id":"L25C04991","language":"English","individual_id":"336428","phone_2":"7053039591","zerobounce_reason":"invalid","area_code":"705","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","regular_email_change_date":"2025-08-29T09:27:09-04:00","blocnote":"Aug 28 2025 completed ( he not willing to renew because he is not in payroll anymore","dhmsfin_telemarketing_last_contacted_date":"2025-08-29T09:37:00-04:00","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","notrenewednotused":"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","canceldate":"2025-06-03","new_member_date_2":"2024-04-09","paid_thru":"2025-03-31","province":"ON","temp_do_id_for_auto_old_do_id":"L25C04991","temp_intcode_for_auto_old_int_code":"1","last_act_type":"2025-05-30","pcl_status":"F","pcl_completion_date":"2024-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"isaacsticklandwood123@gmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"42028","email":"karen.mcmahon@sympatico.ca","first_name":"Karen","last_name":"McMahon","phone":"","orgname":"BMO","customer_acct_name":"BMO","tags":"Zerobounce indication, npiAlert13","ip4":"0.0.0.0","fields":{"members_type":"PRO","full_name":"Karen McMahon, CHRL","time_zone":"2","language":"English","individual_id":"24372","phone_2":"7057210994","zerobounce_reason":"(zerobounce invalid)","area_code":"705","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","cpa_certification":"CPM","cert_status":"WITHDRAWN","paid_thru":"2023-07-31","intcode":"21","blocnote":"Aug 26 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T13:19:00-04:00","old_int_code":"16","notrenewedother":"Phone cannot be recovered","canceldate":"2023-10-03","new_member_date_2":"2008-08-08","temp_do_id_for_auto_old_do_id":"L25P02052","temp_intcode_for_auto_old_int_code":"21","province":"ON","last_act_type":"2024-01-01","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"karen.mcmahon@sympatico.ca","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P02052","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"42275","email":"no-email49@ler.com","first_name":"Christy","last_name":"MacMartin","phone":"7057371900","orgname":"Markatvet Inc.","customer_acct_name":"Markatvet Inc.","tags":"LER_dummy, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Christy MacMartin","time_zone":"2","do_id":"L25A01907","language":"English","individual_id":"307024","phone_2":"7053319786","area_code":"705","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2023-01-05","new_member_date_2":"2021-11-08","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25A01907","province":"ON","last_act_type":"2024-03-17","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Dec 11 2025 she doesnt work there anymore\n2026 May 08 call answered by hospital operator, no contact with Christy\n2026 May 11 reached Barry Animal Hospital, spoke with Brie, not Christy\n2026 May 13 call reached wrong number at Barry Animal Hospital, no renewal discussion","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T11:06:40-04:00","intcode":"16","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"no-email49@ler.com","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","called_by":"Tri","aitm_status_called":"2026-05-13T11:06:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called asking for Christy MacMartin but reached Carrie at Barry Animal Hospital who informed the agent that the number was wrong. The call ended shortly after with no further action.","aitm_callsummarytitle":"Wrong Number Reached","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c8765bf55dc0f29a9532ab7dc6e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c8765bf55dc0f29a9532ab7dc6e","number_of_calls_reached":"3"}},"seriesid":"163"}
{"contact":{"id":"40855","email":"cebulka@hotmail.com","first_name":"Anna","last_name":"Wrona","phone":"6476544453","orgname":"DPCDSB","customer_acct_name":"DPCDSB","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"336402","full_name":"Anna Wrona","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05017","new_member_date_2":"2024-04-09","city_1":"Mississauga","province":"ON","language":"English","phone_2":"6476544453","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":"L25C05017","last_act_type":"2024-09-15","pcl_status":"F","pcl_completion_date":"2024-12-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T14:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"cebulka@hotmail.com","pcl_completion_date_5":"2029-12-03","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"40944","email":"jaiello@pvnccdsb.on.ca","first_name":"John","last_name":"Aiello","phone":"7057484861","orgname":"P.V.N.C. Catholic District School Board","customer_acct_name":"P.V.N.C. Catholic District School Board","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"37636","full_name":"John Aiello","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P01695","new_member_date_2":"2000-04-01","city_1":"Peterborough","province":"ON","language":"English","phone_2":"7057438853","extension_phone_1":"1231","area_code":"705","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-06-03","pds_july":"12","cpa_certification":"CPM","paid_thru":"2025-03-31","intcode":"21","blocnote":"Aug 18 2025 John has retired","dhmsfin_telemarketing_last_contacted_date":"2025-08-18T11:35:00-04:00","old_int_code":"12","notrenewednolongerinpayroll":"Yes","temp_do_id_for_auto_old_do_id":"L25P01695","temp_intcode_for_auto_old_int_code":"21","pds_august":"12","pds_september":"12","last_infoline_date_type":"2025-11-02","last_act_type":"2025-04-09","number_of_passed_courses":"0","pds_october":"12","trc":"False","wera":"False","pds_november":"12","npi_email_temp":"jaiello@pvnccdsb.on.ca","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"42102","email":"no-email200@ler.com","first_name":"Monica","last_name":"Khoushaba","phone":"6479616864","orgname":"","customer_acct_name":"","tags":"LER_dummy","ip4":"10.13.135.221","fields":{"members_type":"CAND","full_name":"Monica Khoushaba","time_zone":"2","do_id":"L25C05416","language":"English","individual_id":"278075","phone_2":"6479616864","area_code":"647","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"16","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-08-27T14:00:00-04:00","placeholder_email_change_date":"2025-08-27T14:00:47-04:00","regular_email_change_date":"2025-08-27T14:00:47-04:00","old_int_code":"08","notrenewedother":"Phone cannot be recovered","canceldate":"2024-05-02","new_member_date_2":"2021-03-02","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25C05416","temp_intcode_for_auto_old_int_code":"16","province":"ON","last_infoline_date_type":"2021-05-04","last_act_type":"2023-06-20","pcl_status":"P","pcl_completion_date":"2019-10-01","pf1_status":"P","pf1_completion_date":"2019-10-29","pf2_status":"P","pf2_completion_date":"2019-11-26","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"no-email200@ler.com","pcl_completion_date_5":"2024-10-01","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29"}},"seriesid":"163"}
{"contact":{"id":"42249","email":"nima_citadel@yahoo.com","first_name":"Nirmala","last_name":"Venugopal","phone":"6476733060","orgname":"","customer_acct_name":"","tags":"npiAlert21","ip4":"10.13.134.153","fields":{"members_type":"CAND","full_name":"Nirmala Venugopal","time_zone":"2","do_id":"L25C05462","language":"English","individual_id":"302542","phone_2":"6476733060","area_code":"647","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-08-02","new_member_date_2":"2021-06-23","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C05462","province":"ON","placeholder_email_change_date":"2025-10-01T14:00:21-04:00","regular_email_change_date":"2025-10-01T14:00:21-04:00","intcode":"0","blocnote":"Oct 1 2025 completed \r\nemail updated \r\nshe has one question\r\n She would like to renew her membership but she has one question.\r\nShe completed all the three phases of the PCP courses. Right now, she is looking forward to the certification. She knows that there is one year of experience that she needs to show. However, she would like to know if there is anything else required to apply for the certificate.","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T14:06:00-04:00","temp_intcode_for_auto_old_int_code":"23","last_act_type":"2025-03-02","old_int_code":"23","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2021-10-10","pf1_status":"P","pf1_completion_date":"2022-05-01","pf2_status":"P","pf2_completion_date":"2022-11-20","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"nima_citadel@yahoo.com","pcl_completion_date_5":"2026-10-10","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"37565","email":"my3child@yahoo.com","first_name":"Anna","last_name":"Nguyen","phone":"4162556131","orgname":"Aramark Canada Ltd","customer_acct_name":"Aramark Canada Ltd","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Anna Hong Nguyen","language":"English","canceldate":"2023-02-02","extension_phone_1":"3359","time_zone":"2","area_code":"416","members_type":"CORP","do_id":"","new_member_date_2":"2021-01-04","phone_2":"6475690867","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"296221","organization_id":"12776","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"L25C01405","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2022-12-14","last_act_type":"2023-02-17","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"F","pf1_completion_date":"2024-12-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"my3child@yahoo.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C01405","company_status":"A"}},"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","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45189","email":"tinay@mmfoodmarket.com","first_name":"Tina","last_name":"Yonemitsu","phone":"9058142373","orgname":"M & M Meat Shops Ltd.","customer_acct_name":"M & M Meat Shops Ltd.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"255919","full_name":"Tina Yonemitsu","members_type":"CORP","paid_thru":"2025-06-30","phone_2":"5192403232","organization_id":"119215","trc":"False","wera":"False","province":"ON","last_act_type":"2025-08-18","language":"English","last_infoline_date_type":"2022-12-12","corp_cancel_date":"2025-09-03","do_id":"L25O3028","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O3028","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"tinay@mmfoodmarket.com","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","company_paid_thru":"2025-06-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38999","email":"eshakansra1710@gmail.com","first_name":"Eshanvi","last_name":"Kansra","phone":"5149625070","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Eshanvi Kansra","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"514","members_type":"CAND","new_member_date_2":"2023-10-13","phone_2":"5149625070","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"330337","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"LB2505123","last_act_type":"2023-12-10","pcl_status":"F","pcl_completion_date":"2024-02-05","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 27 2025 she said it is a long time ago. She doesn't remember anything about the membership. The main reason she didn't renew is that she was not inn payroll position anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T13:48:00-05:00","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":"L25C04344","do_id":"LB2505123","npi_email_temp":"eshakansra1710@gmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"39578","email":"temibabem@gmail.com","first_name":"Temi","last_name":"Olufemi-Babem","phone":"6135915910","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Temi Olufemi-Babem, PCP","language":"English","canceldate":"2024-02-06","cpa_certification":"PCP","time_zone":"2","area_code":"613","members_type":"PRO","new_member_date_2":"2025-11-10","cert_status":"ACTIVE","phone_2":"2897006093","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"297694","intcode":"99","blocnote":"July 4 2025 she used to have a membership for herself which has been lapsed now she is a member under the companys name","dhmsfin_telemarketing_last_contacted_date":"2025-07-04T16:03:00-04:00","old_int_code":"13","date_of_renewal_identification":"2025-11-12","temp_do_id_for_auto_old_do_id":"LB2507454","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2026-02-26","last_act_type":"2026-02-26","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2022-05-08","pf2_status":"P","pf2_completion_date":"2022-12-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-09-08","number_of_passed_courses":"4","old_do_id":"L25P02655","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"temibabem@gmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"45183","email":"jritchie@atrium-innovations.com","first_name":"Jackie","last_name":"Ritchie","phone":"9055082050","orgname":"Atrium Innovations","customer_acct_name":"Atrium Innovations","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"292414","full_name":"Jackie Ritchie","members_type":"CORP","paid_thru":"2024-08-31","organization_id":"292415","trc":"False","wera":"False","province":"ON","last_act_type":"2024-07-19","language":"English","corp_cancel_date":"2024-11-02","do_id":"L25O3279","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3279","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"jritchie@atrium-innovations.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","company_paid_thru":"2024-08-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39615","email":"cissyzhao2014@gmail.com","first_name":"Xi","last_name":"Zhao","phone":"6046304519","orgname":"GVIC Communications Corp","customer_acct_name":"GVIC Communications Corp","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Xi Zhao, PCP","language":"English","canceldate":"2025-01-10","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2024-02-08","cert_status":"ACTIVE","phone_2":"6044477679","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"271418","organization_id":"131252","intcode":"99","blocnote":"June 25 2025 vm\r\nSept 9 2025 Called at 6046304513 She said she has renewed membership with the company","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T14:02:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-04-30","old_int_code":"13","temp_do_id_for_auto_old_do_id":"LB2504783","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2504783","last_infoline_date_type":"2024-04-22","last_act_type":"2025-10-01","company_paid_thru":"2027-04-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2019-05-06","pf1_status":"P","pf1_completion_date":"2019-08-19","pf2_status":"P","pf2_completion_date":"2020-03-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-12-11","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"cissyzhao2014@gmail.com","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"45202","email":"no-email456@ler.com","first_name":"Michael","last_name":"Vales","phone":"6049400868","orgname":"QCA Systems, Ltd.","customer_acct_name":"QCA Systems, Ltd.","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"302780","full_name":"Michael Vales","members_type":"CORP","paid_thru":"2023-06-30","organization_id":"302582","trc":"False","wera":"False","province":"BC","last_act_type":"2024-05-03","language":"English","last_infoline_date_type":"2021-01-09","corp_cancel_date":"2023-09-02","do_id":"L25O3530","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3530","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email456@ler.com","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","company_paid_thru":"2023-06-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41053","email":"wbrouwer@harvestbarrie.ca","first_name":"Wendy","last_name":"MacPherson-Brouwer","phone":"7057398613","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"287669","full_name":"Wendy MacPherson-Brouwer","members_type":"CAND","lead_status":"Refused","do_id":"L25C04919","new_member_date_2":"2020-04-20","city_1":"Barrie","province":"ON","language":"English","phone_2":"7059844669","area_code":"705","time_zone":"2","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04919","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2020-12-22","last_act_type":"2025-01-04","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"P","pf1_completion_date":"2020-12-20","pf2_status":"P","pf2_completion_date":"2021-07-19","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"wbrouwer@harvestbarrie.ca","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"41497","email":"aim.tay32@gmail.com","first_name":"Amy","last_name":"Taylor","phone":"4105590147","orgname":"Direct Travel, Inc.","customer_acct_name":"Direct Travel, Inc.","tags":"payroll.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, Breaking News, Dialogue Magazine, 250903 Update AST from Mem Portal, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"individual_id":"352167","full_name":"Amy Taylor","members_type":"AST","do_id":"AST2029","lead_status":"Member","city_1":"Clemmons","province":"NC","language":"English","time_zone":"2","area_code":"410","phone_2":"4104406096","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","blocnote":"May 12 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T11:11:00-04:00","intcode":"06","last_engaged_date":"2026-03-25","dialogue_august":"3","paid_thru":"2027-05-31","askpat_august":"2","payroll_guidelines_august":"7","resources_tools_august":"4","member_august":"2","member_september":"4","payroll_guidelines_september":"3","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","new_member_date_2":"2025-06-24","temp_do_id_for_auto_old_do_id":"AST2029","temp_intcode_for_auto_old_int_code":"6","askpat_september":"1","resources_tools_september":"3","last_infoline_date_type":"2026-06-05","last_act_type":"2026-06-05","telemarketing_call_date":"2026-05-12","last_login_date":"2025-10-17T09:57:25-04:00","member_october":"1","resources_tools_october":"5","payroll_guidelines_october":"7","askpat_october":"1","late_breaking_payroll_news_october":"2","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:34-05:00","npi_email_temp":"aim.tay32@gmail.com","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31"}},"seriesid":"163"}
{"contact":{"id":"37537","email":"hamidreza.jafarpour@yahoo.com","first_name":"Hamidreza","last_name":"Jafarpour","phone":"4165450404","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Hamidreza Jafarpour","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C03224","new_member_date_2":"2023-10-03","phone_2":"4168905059","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"320586","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C03224","last_act_type":"2025-11-28","pcl_status":"P","pcl_completion_date":"2023-03-06","pf1_status":"P","pf1_completion_date":"2023-04-02","pf2_status":"P","pf2_completion_date":"2023-12-20","number_of_passed_courses":"3","intcode":"07","blocnote":"LNC Nov 5 2025 line busy\r\nLNC Dec 5 2025 vm\r\nLNC Dec 17 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T15:46:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"07","trc":"True","wera":"False","old_int_code":"06","npi_email_temp":"hamidreza.jafarpour@yahoo.com","pcl_completion_date_5":"2028-03-06","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"41095","email":"manonrainville4044@gmail.com","first_name":"Manon","last_name":"Rainville","phone":"5146642031","orgname":"Kva Protection Inc.","customer_acct_name":"Kva Protection Inc.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"335749","full_name":"Manon Rainville","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04962","new_member_date_2":"2024-04-15","city_1":"Saint- Janvier","province":"QC","language":"French","phone_2":"4383979078","area_code":"438","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":"L25C04962","last_act_type":"2026-03-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"manonrainville4044@gmail.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"39529","email":"brandy_d@outlook.com","first_name":"Brandy","last_name":"Dube","phone":"7808931408","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Brandy Dube","language":"English","canceldate":"2024-10-02","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C04109","new_member_date_2":"2023-08-24","phone_2":"7808931408","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328343","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C04109","last_act_type":"2023-08-23","pcl_status":"F","pcl_completion_date":"2023-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC 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":"brandy_d@outlook.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"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, TMAI","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":"15","blocnote":"Sept 3 2025 she doesn't work there anymore\n2026 May 08 call reached Seven Oaks School Division, asked for Mary, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:47-04:00","old_int_code":"16","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":"15","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","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:47-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called the contact at Seven Oaks School Division and asked to speak with Mary, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Call ended early after asking for Mary","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_5a923d3c3a3fd6940311dd5fe20","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5a923d3c3a3fd6940311dd5fe20","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"41344","email":"hareet.punia@flynncompanies.com","first_name":"Hareet","last_name":"Punia","phone":"4162017219","orgname":"Flynn Canada Ltd.","customer_acct_name":"Flynn Canada Ltd.","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"336942","full_name":"Hareet Punia, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2024-05-21","coidnewmbrdate":"2008-09-19","city_1":"Brampton","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"6475138859","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-08-31","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2505339","last_act_type":"2026-04-14","organization_id":"135952","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2024-09-03","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":"2025-07-08","cpa_certification":"PCP","company_paid_thru":"2026-08-31","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"LB2505339","old_do_id":"L25C05125","npi_email_temp":"hareet.punia@flynncompanies.com","canceldate":"2026-04-14","pcl_completion_date_5":"2029-09-03","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41388","email":"berilcakiroglu@gmail.com","first_name":"Beril","last_name":"Cakiroglu","phone":"5197494300","orgname":"","customer_acct_name":"","tags":"WR250716","ip4":"0.0.0.0","fields":{"individual_id":"219191","full_name":"Beril Cakiroglu, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2014-10-21","city_1":"Kitchener","province":"ON","language":"English","time_zone":"2","area_code":"519","phone_2":"6475396714","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","found":"DO4 Email","date_of_renewal_identification":"2025-07-18","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2504486","cert_status":"ACTIVE","cpa_certification":"PCP","pds_august":"1","pds_september":"1","last_infoline_date_type":"2026-02-27","last_act_type":"2026-02-27","pcl_status":"P","pcl_completion_date":"2013-10-30","pf1_status":"P","pf1_completion_date":"2013-12-02","pf2_status":"P","pf2_completion_date":"2014-01-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-09-22","number_of_passed_courses":"4","pds_october":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pds_november":"1","old_do_id":"L25P01770","npi_email_temp":"berilcakiroglu@gmail.com","pcl_completion_date_5":"2018-10-30","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"42281","email":"no-email55@ler.com","first_name":"Arabi","last_name":"Piccinini","phone":"9058670491","orgname":"Peel District School Board","customer_acct_name":"Peel District School Board","tags":"LER_dummy, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Arabi Piccinini","time_zone":"2","do_id":"L25A01908","language":"English","individual_id":"313107","phone_2":"9059960100","area_code":"905","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2023-07-11","new_member_date_2":"2022-05-18","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25A01908","province":"ON","last_act_type":"2023-08-05","intcode":"15","blocnote":"Oct 8 2025 she was not happy about calling her again about this. She said that she mentioned a couple of years ago that she is not interested anymore. Please make sure to remove her from any other calling list.\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call initiated but ended quickly without conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:28-04:00","temp_intcode_for_auto_old_int_code":"15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email55@ler.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-13T13:08:28-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent initiated the call and asked to speak with Arabi, but the call was very brief and ended shortly after the initial greeting.","aitm_callsummarytitle":"Brief call, no conversation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_56b7e5dc90feced0bf40697090a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_56b7e5dc90feced0bf40697090a","mini_nps":"3","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"40781","email":"baminy@hotmail.com","first_name":"Baminy","last_name":"Gunabalasinkam","phone":"4167365552","orgname":"York University","customer_acct_name":"York University","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"individual_id":"124294","full_name":"Baminy Gunabalasinkam, PCP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2022-06-28","coidnewmbrdate":"1990-03-01","city_1":"Scarborough","province":"ON","language":"English","phone_2":"6475737898","time_zone":"2","area_code":"416","pipeline_1_lapsed_members":"","organization_id":"7725","cert_status":"ACTIVE","canceldate":"2025-05-21","intcode":"99","blocnote":"July 8 2025 vm\r\nLN Sept 15 2025 vm \r\n2nd number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T14:14:00-04:00","pipeline_2_members_only_ast":"","cpa_certification":"PCP","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2504460","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2504460","old_int_code":"6","last_infoline_date_type":"2026-04-23","last_act_type":"2026-04-23","company_paid_thru":"2027-03-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2023-02-16","pf1_status":"P","pf1_completion_date":"2024-05-28","pf2_status":"P","pf2_completion_date":"2023-07-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-12-19","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"baminy@hotmail.com","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40847","email":"chamodiweerakoon92@gmail.com","first_name":"Chamodika","last_name":"Weerakoon","phone":"6042660314","orgname":"Seven Eleven","customer_acct_name":"Seven Eleven","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"337126","full_name":"Chamodika Weerakoon","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05013","new_member_date_2":"2024-04-29","city_1":"Surrey","province":"BC","language":"English","phone_2":"7783209479","area_code":"778","time_zone":"5","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":"L25C05013","last_act_type":"2024-04-28","pcl_status":"F","pcl_completion_date":"2024-09-03","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T18:56:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"chamodiweerakoon92@gmail.com","pcl_completion_date_5":"2029-09-03","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"41345","email":"bettyrap97@gmail.com","first_name":"Betty","last_name":"Kislenko","phone":"2503708109","orgname":"","customer_acct_name":"","tags":"WR250813, npiAlert13, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"338996","full_name":"Betty Rapoport Kislenko","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2024-06-18","coidnewmbrdate":"27\/03\/08 00:00","city_1":"Victoria","province":"BC","language":"English","time_zone":"5","area_code":"250","phone_2":"2502686465","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-07-31","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","canceldate":"2025-08-02","temp_do_id_for_auto_old_do_id":"L25C07977","last_act_type":"2026-05-05","do_id":"L25C07977","old_do_id":"L25C05126","pcl_status":"P","pcl_completion_date":"2024-09-23","pf1_status":"P","pf1_completion_date":"2024-10-17","pf2_status":"P","pf2_completion_date":"2024-12-20","number_of_passed_courses":"3","intcode":"99","blocnote":"LNC \/ 10 November 2025 VM\r\nLNC \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T17:26:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","organization_id":"13535","old_int_code":"06","npi_email_temp":"bettyrap97@gmail.com","pcl_completion_date_5":"2029-09-23","formatted_paid_thru":"31\/07\/2026","company_paid_thru":"2026-07-31","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39063","email":"jli-yvr@live.ca","first_name":"Joie","last_name":"Li","phone":"","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Joie Xinjie Li","language":"English","canceldate":"2023-10-03","cpa_certification":"CPM","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P00570","new_member_date_2":"2007-09-05","cert_status":"WITHDRAWN","phone_2":"6044172783","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"120879","intcode":"21","blocnote":"June 23 2025 On her way to a meeting call another day.","dhmsfin_telemarketing_last_contacted_date":"2025-06-23T13:46:00-04:00","paid_thru":"2023-07-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P00570","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-01-01","pcl_status":"P","pcl_completion_date":"2007-11-14","pf1_status":"P","pf1_completion_date":"2008-03-31","pf2_status":"P","pf2_completion_date":"2008-08-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-02-10","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"jli-yvr@live.ca","pcl_completion_date_5":"2012-11-14","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"42234","email":"payrollofficer@legacycoop.ca","first_name":"Jackie","last_name":"Roberts","phone":"3067835053","orgname":"Legacy Co-op.","customer_acct_name":"Legacy Co-op.","tags":"npiAlert12","ip4":"10.13.141.126","fields":{"members_type":"CAND","full_name":"Jackie Roberts","time_zone":"3","do_id":"L25C05456","language":"English","individual_id":"293013","phone_2":"3066214622","area_code":"306","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-07-11","new_member_date_2":"2021-05-07","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C05456","province":"SK","last_act_type":"2022-11-16","regular_email_change_date":"2025-10-31T12:04:16-04:00","placeholder_email_change_date":"2025-10-31T12:04:16-04:00","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","sendapplicationform":"2025-10-31T12:04:00-04:00","blocnote":"Oct 31 05 email updated and not willing to renew","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T12:04:00-04:00","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":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","mini_nps":"3","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"17","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","temp_intcode_for_auto_old_int_code":"17","pcl_status":"F","pcl_completion_date":"2022-06-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"payrollofficer@legacycoop.ca","pcl_completion_date_5":"2027-06-26","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"39492","email":"andrewguild67@gmail.com","first_name":"Andrew","last_name":"Guild","phone":"5403389110","orgname":"Pointe-Claire Steel Inc.","customer_acct_name":"Pointe-Claire Steel Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Andrew Guild","language":"English","canceldate":"2024-10-02","cpa_certification":"CPM","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25P00391","new_member_date_2":"2006-07-31","pds_april":"6","cert_status":"WITHDRAWN","phone_2":"7249355600","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"19620","intcode":"0","blocnote":"June 26 2025 vm\r\nLN \/ 02 October 2025 No longer working there\n2026 May 12 call reached automated system, unable to connect to operator, call ended.\n2026 May 14 - Reached Imperial Metal Services operator; no Andrew Guild at this number; requested updated contact info.","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T11:06:42-04:00","pds_july":"6","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25P00391","temp_intcode_for_auto_old_int_code":"08","pds_august":"6","pds_september":"6","old_int_code":"08","last_infoline_date_type":"2024-11-01","last_conf_date_type":"2022-06-07","last_act_type":"2024-12-31","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"andrewguild67@gmail.com","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","thewithdrawaldate":"2024-10-02","aitm_status_called":"2026-05-14T11:06:42-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent reached Imperial Metal Services IVR, navigated to an operator and asked for Andrew Guild. The operator\/recipient stated there is no one by that name and agent asked if they had updated contact information.","aitm_callsummarytitle":"Reached operator \u2014 no contact found","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e1af93c18b3c44f829169f50d74","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e1af93c18b3c44f829169f50d74","number_of_calls_reached":"2","mini_nps":"3","initialvalue":"Other","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"39075","email":"nakhter2125@gmail.com","first_name":"Nasima","last_name":"Akhter","phone":"4037247614","orgname":"Precision Drilling Corporation","customer_acct_name":"Precision Drilling Corporation","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Nasima Akhter, PCP","language":"English","canceldate":"2024-05-01","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2022-06-13","cert_status":"ACTIVE","phone_2":"4038692686","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"249455","organization_id":"9528","intcode":"99","blocnote":"June 23 2025 vm for Chrystal\r\nSept 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T20:15:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"LB2506560","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506560","old_int_code":"6","last_act_type":"2026-12-01","company_paid_thru":"2027-05-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2017-05-07","pf1_status":"P","pf1_completion_date":"2019-01-21","pf2_status":"P","pf2_completion_date":"2019-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-11-14","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"nakhter2125@gmail.com","pcl_completion_date_5":"2022-05-07","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37995","email":"ronapinedagonzales@yahoo.com","first_name":"Rona","last_name":"Gonzales","phone":"5067550727","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Rona Gonzales","language":"English","canceldate":"2024-09-04","time_zone":"1","area_code":"506","members_type":"CAND","do_id":"L25C03961","new_member_date_2":"2023-07-25","phone_2":"5067550727","province":"NB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"327302","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03961","last_act_type":"2023-07-24","pcl_status":"P","pcl_completion_date":"2023-11-02","pf1_status":"P","pf1_completion_date":"2024-02-05","pf2_status":"P","pf2_completion_date":"2024-04-27","number_of_passed_courses":"3","intcode":"01","blocnote":"Nov 7 2025 vm\r\nLNC Dec 12 2025 Survey completed Not in payroll at the moment in another career","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T10:38:00-05:00","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":"","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 in another career.","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Native","old_int_code":"06","npi_email_temp":"ronapinedagonzales@yahoo.com","pcl_completion_date_5":"2028-11-02","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"40981","email":"elhamkacem@yahoo.ca","first_name":"Elham","last_name":"Kacem","phone":"4504642111","orgname":"GROUPE BBA INC.","customer_acct_name":"GROUPE BBA INC.","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"235533","full_name":"Elham Kacem, PCP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2023-05-30","organization_id":"35169","coidnewmbrdate":"1999-11-01","city_1":"Longueuil","province":"QC","language":"French","phone_2":"5147461919","area_code":"514","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","canceldate":"2025-06-02","pds_july":"4","cpa_certification":"SCP","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2505066","pds_august":"4","old_do_id":"LB2505066","pds_september":"4","last_infoline_date_type":"2026-05-26","last_act_type":"2026-05-26","company_paid_thru":"2027-03-31","date_of_renewal_identification":"2025-10-08","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":"2017-11-16","number_of_passed_courses":"4","pds_october":"4","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"4","npi_email_temp":"elhamkacem@yahoo.ca","pcl_completion_date_5":"2021-12-18","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38068","email":"ruth.umadhay@gmail.com","first_name":"Ruth","last_name":"Umadhay","phone":"9055697155","orgname":"Schlegel Villages","customer_acct_name":"Schlegel Villages","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ruth Umadhay","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C04463","new_member_date_2":"2023-12-04","phone_2":"4168224717","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331659","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C04463","last_act_type":"2023-04-12","pcl_status":"F","pcl_completion_date":"2024-03-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:04:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ruth.umadhay@gmail.com","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"41408","email":"katie.dean@telushealth.com","first_name":"Kate","last_name":"Dean","phone":"6044323302","orgname":"TELUS Communications (BC) Inc","customer_acct_name":"TELUS Communications (BC) Inc","tags":"npiAlert14, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"180745","full_name":"Kate Dean, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2022-09-23","coidnewmbrdate":"2002-08-30","city_1":"London","province":"ON","language":"English","time_zone":"5","area_code":"604","phone_2":"5197772850","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2025-10-31","cert_status":"ACTIVE","pds_july":"1","cpa_certification":"PCP","paid_thru":"2026-07-31","intcode":"99","blocnote":"Aug 25 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-08-25T12:57:00-04:00","old_int_code":"16","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"LB2505824","temp_intcode_for_auto_old_int_code":"99","organization_id":"5590","pds_august":"1","pds_september":"1","last_infoline_date_type":"2024-05-27","last_act_type":"2026-12-01","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2026-05-28","pcl_status":"P","pcl_completion_date":"2020-08-02","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":"2011-11-17","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2505824","old_do_id":"L25P01791","npi_email_temp":"katie.dean@telushealth.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","corp_cancel_date":"2001-12-04","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40898","email":"michael.ngo@panpacificvancouver.com","first_name":"Michael","last_name":"Ngo","phone":"6048912855","orgname":"Pan Pacific Vancouver","customer_acct_name":"Pan Pacific Vancouver","tags":"npiAlert13, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"274944","full_name":"Michael Ngo, CPA, CGA","members_type":"CORP","lead_status":"Renewed Lapsed","organization_id":"167054","coidnewmbrdate":"2019-04-08","city_1":"Vancouver","province":"BC","language":"English","area_code":"604","time_zone":"5","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T14:46:00-05:00","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2506432","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2023-06-23","last_act_type":"2023-06-23","number_of_passed_courses":"0","sendapplicationform":"2025-11-20T14:46:00-05:00","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":"02","last_engaged_date":"2025-12-16","trc":"False","wera":"False","date_of_renewal_identification":"2026-05-28","company_paid_thru":"2026-10-31","do_id":"LB2506432","old_do_id":"L25O00992","npi_email_temp":"michael.ngo@panpacificvancouver.com","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37573","email":"apriltadeja@gmail.com","first_name":"April","last_name":"Tadeja","phone":"9054413036","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"April Tadeja","language":"English","canceldate":"2025-01-07","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C04169","new_member_date_2":"2023-10-26","phone_2":"9054413036","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328810","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04169","last_act_type":"2023-10-31","pcl_status":"F","pcl_completion_date":"2024-02-05","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:53:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"apriltadeja@gmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"39633","email":"miameihernandez@gmail.com","first_name":"Mia-Mei","last_name":"Hernandez","phone":"5879749280","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Mia-Mei Hernandez","language":"English","canceldate":"2024-09-04","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C03909","new_member_date_2":"2023-07-10","phone_2":"5879749280","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326812","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03909","last_act_type":"2023-09-07","pcl_status":"P","pcl_completion_date":"2023-09-28","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","pf2_completion_date":"2024-02-26","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 7 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T12:08:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"miameihernandez@gmail.com","pcl_completion_date_5":"2028-09-28","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"40922","email":"oamanager@nstq.org","first_name":"Bonnie","last_name":"Slack","phone":"2503927361","orgname":"Northern Shuswap Tribal Council","customer_acct_name":"Northern Shuswap Tribal Council","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"323995","full_name":"Bonnie Slack","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01008","organization_id":"323994","coidnewmbrdate":"2023-04-17","city_1":"Williams Lake","province":"BC","language":"English","extension_phone_1":"208","area_code":"250","time_zone":"5","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Aug 18 2025 call back at 2 BC time\r\nLN Nov 10 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T13:37:00-05:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O01008","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-05-26","number_of_passed_courses":"0","old_int_code":"10","trc":"False","wera":"False","npi_email_temp":"oamanager@nstq.org","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"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","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"42327","email":"bev@esirail.ca","first_name":"Beverley","last_name":"Taylor","phone":"2042994341","orgname":"ESI Rail Ltd.","customer_acct_name":"ESI Rail Ltd.","tags":"npiAlert13, npiAlert21, TMAI","ip4":"10.13.138.158","fields":{"members_type":"AST","full_name":"Beverley Taylor","time_zone":"3","do_id":"L25A01924","language":"English","individual_id":"214788","phone_2":"459364381944444","zerobounce_reason":"(zerobounce invalid)","area_code":"204","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2023-04-30","canceldate":"2023-07-11","new_member_date_2":"2013-05-06","temp_do_id_for_auto_old_do_id":"L25A01924","province":"MB","last_infoline_date_type":"2017-06-09","last_act_type":"2022-01-04","regular_email_change_date":"2025-10-06T10:31:38-04:00","blocnote":"Oct 6 2025 completed \r\nemail updated \r\nwants to renew\n2026 May 08 voicemail reached, no human interaction\n2026 May 11 call reached voicemail\n2026 May 13 call reached voicemail for Beverley Taylor\n2026 May 15 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:39-04:00","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","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":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_intcode_for_auto_old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pcl_status":"P","pcl_completion_date":"2013-09-12","number_of_passed_courses":"1","trc":"False","wera":"False","npi_email_temp":"bev@esirail.ca","pcl_completion_date_5":"2018-09-12","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was an outbound attempt to reach Beverly Taylor, but it was answered by voicemail.","aitm_callsummarytitle":"Voicemail reached for Beverly Taylor","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"18","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_edb04ea08afcb474d9032511962","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_edb04ea08afcb474d9032511962"}},"seriesid":"163"}
{"contact":{"id":"41017","email":"harridom65@gmail.com","first_name":"Domnique","last_name":"Harrison","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"312473","full_name":"Domnique Harrison","members_type":"CAND","lead_status":"Refused","do_id":"L25C04882","new_member_date_2":"2022-05-02","city_1":"Dundalk","province":"ON","language":"English","phone_2":"6476744382","area_code":"647","time_zone":"2","pipeline_2_members_only_ast":"","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND reached 3 years limit for renewal","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04882","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-03-26","pcl_status":"P","pcl_completion_date":"2022-07-24","pf1_status":"P","pf1_completion_date":"2022-12-04","pf2_status":"P","pf2_completion_date":"2023-04-02","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"harridom65@gmail.com","pcl_completion_date_5":"2027-07-24","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"37630","email":"mishu6213@gmail.com","first_name":"Mansiben","last_name":"Patel","phone":"2267477474","orgname":"Blendable Inc.","customer_acct_name":"Blendable Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Mansiben Patel","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"226","members_type":"CAND","do_id":"L25C04176","new_member_date_2":"2023-09-04","phone_2":"2267477474","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328835","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04176","last_act_type":"2023-04-09","pcl_status":"P","pcl_completion_date":"2023-12-18","pf1_status":"P","pf1_completion_date":"2024-04-23","pf2_status":"P","pf2_completion_date":"2024-08-16","number_of_passed_courses":"3","blocnote":"Nov 5 2025 completed without renewal ( she is not working in payroll )","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T11:22:00-05:00","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":"Yes","membershipcostspecify":"","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","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":"mishu6213@gmail.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"46384","email":"accounts.east@ccbst.ca","first_name":"Abhishek","last_name":"Jansari","phone":"4168506028","orgname":"Canadian College of Business, Science & Technology","customer_acct_name":"Canadian College of Business, Science & Technology","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"252836","full_name":"Abhishek Jansari","members_type":"CORP","paid_thru":"2023-08-31","organization_id":"115951","trc":"False","wera":"False","province":"ON","last_act_type":"2017-12-05","language":"English","corp_cancel_date":"2023-11-02","do_id":"L25O2955","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O2955","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"accounts.east@ccbst.ca","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40889","email":"dawn.maillot@cmhacariboo.org","first_name":"Dawn","last_name":"Maillot","phone":"2503988220","orgname":"Canadian Mental Health Association - Cariboo Chilcotin Branch","customer_acct_name":"Canadian Mental Health Association - Cariboo Chilcotin Branch","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"324106","full_name":"Dawn Maillot","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O00985","organization_id":"278373","coidnewmbrdate":"2023-04-20","city_1":"Williams Lake","province":"BC","language":"English","phone_2":"2503988220","extension_phone_1":"2025","area_code":"250","time_zone":"5","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Aug 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T14:38:00-05:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00985","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-05-26","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dawn.maillot@cmhacariboo.org","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"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":"False","npi_email_temp":"krassimira72@gmail.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"45326","email":"marie-evedurand@dispomed.com","first_name":"Marie-Eve","last_name":"Durand","phone":"4507599395","orgname":"Dispomed Lt\u00e9e","customer_acct_name":"Dispomed Lt\u00e9e","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"316212","full_name":"Marie-Eve Durand","members_type":"CORP","paid_thru":"2023-07-31","organization_id":"316211","trc":"False","wera":"False","province":"QC","last_act_type":"2023-09-27","language":"French","last_infoline_date_type":"2022-06-09","corp_cancel_date":"2023-10-03","do_id":"L25O3804","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3804","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"marie-evedurand@dispomed.com","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","company_paid_thru":"2023-07-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43101","email":"p.cabana@ville.waterloo.qc.ca","first_name":"Pierre","last_name":"Cabana","phone":"4505392282","orgname":"Ville de Waterloo","customer_acct_name":"Ville de Waterloo","tags":"250919 NPI LN sent to TM, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"354049","full_name":"Pierre Cabana","members_type":"CORP","organization_id":"354050","coidnewmbrdate":"2025-08-21","city_1":"Waterloo","province":"QC","language":"French","area_code":"450","lead_status":"Renewed Lapsed","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"LB2506762","company_paid_thru":"2026-07-31","date_of_renewal_identification":"2026-05-28","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-10-18T14:46:00-04:00","temp_intcode_for_auto_old_int_code":"99","number_of_passed_courses":"0","paid_thru":"2026-07-31","old_int_code":"24","trc":"False","wera":"False","do_id":"LB2506762","old_do_id":"L25O01376","npi_email_temp":"p.cabana@ville.waterloo.qc.ca","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37558","email":"preetthekaur@gmail.com","first_name":"Jaspreet","last_name":"Kaur","phone":"2508635009","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jaspreet Kaur","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"250","members_type":"CAND","new_member_date_2":"2025-12-01","phone_2":"2508635009","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"325029","paid_thru":"2026-11-30","temp_do_id_for_auto_old_do_id":"LB2506841","last_act_type":"2025-01-12","pcl_status":"P","pcl_completion_date":"2023-11-06","pf1_status":"P","pf1_completion_date":"2026-03-24","number_of_passed_courses":"2","sendapplicationform":"2025-11-13T18:13:00-05:00","blocnote":"LNC \/ 13 November 2025 Completed and she wants to renew","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T18:19:00-05:00","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":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","intcode":"99","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","last_engaged_date":"2025-12-02","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-12-01","trc":"True","wera":"False","old_int_code":"02","old_do_id":"L25C03673","npi_email_temp":"preetthekaur@gmail.com","pf2_status":"E","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"42368","email":"krochefort@ville.latuque.qc.ca","first_name":"Katy","last_name":"Rochefort","phone":"8195238200","orgname":"Ville de La Tuque","customer_acct_name":"Ville de La Tuque","tags":"Zerobounce indication, npiAlert13","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Katy Rochefort","time_zone":"2","do_id":"L25A01940","language":"French","individual_id":"318889","zerobounce_reason":"(zerobounce invalid)","area_code":"819","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2023-10-31","canceldate":"2024-01-05","new_member_date_2":"2022-11-18","temp_do_id_for_auto_old_do_id":"L25A01940","province":"QC","last_act_type":"2024-09-01","blocnote":"ler. 17 opct 2025 bv\r\n21 oct 2025 bv\r\n22 oct 2025 bv\r\n29 oct 2025 n'est plus en l'emploie depuis 2022\n2026 May 08 call ended with inaudible user speech, no confirmation of contact identity","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:31-04:00","intcode":"15","temp_intcode_for_auto_old_int_code":"15","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"krochefort@ville.latuque.qc.ca","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:31-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Katy but the user's speech was inaudible throughout the call, and the agent was unable to confirm the identity or proceed with the conversation. The call ended without any meaningful interaction or task completion.","aitm_callsummarytitle":"Call ended with no contact confirmation","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"20","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d61649d8bd68e4b05955f77a12f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d61649d8bd68e4b05955f77a12f"}},"seriesid":"163"}
{"contact":{"id":"37966","email":"sarah@murrayokotoks.ca","first_name":"Sarah","last_name":"Mock","phone":"4039383636","orgname":"Murray Chrysler Okotoks","customer_acct_name":"Murray Chrysler Okotoks","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sarah Mock","language":"English","canceldate":"2024-07-03","time_zone":"4","area_code":"403","members_type":"CAND","new_member_date_2":"2023-05-09","phone_2":"7808869473","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"321421","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03278","last_infoline_date_type":"2024-02-22","last_act_type":"2024-02-22","pcl_status":"P","pcl_completion_date":"2023-08-27","pf1_status":"P","pf1_completion_date":"2024-01-03","pf2_status":"F","pf2_completion_date":"2024-05-09","number_of_passed_courses":"2","intcode":"21","blocnote":"Nov 5 2025 she doesnt work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T12:51:00-05:00","temp_intcode_for_auto_old_int_code":"21","old_int_code":"16","trc":"True","wera":"False","npi_email_temp":"sarah@murrayokotoks.ca","pcl_completion_date_5":"2028-08-27","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03278"}},"seriesid":"163"}
{"contact":{"id":"39542","email":"jamie.lawes@hudbayminerals.com","first_name":"Jamie","last_name":"Lawes","phone":"2502297186","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jamie Lawes","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C04414","new_member_date_2":"2023-11-09","phone_2":"2502297186","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331033","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04414","last_act_type":"2026-04-17","pcl_status":"F","pcl_completion_date":"2024-03-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"LNC \/ 27 November 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T18:04:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"jamie.lawes@hudbayminerals.com","pcl_completion_date_5":"2029-03-04","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"37461","email":"ayoaina28@gmail.com","first_name":"Adeyinka","last_name":"Ayo-Aina","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Adeyinka Ayo-Aina","language":"English","canceldate":"2025-02-04","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C01395","new_member_date_2":"2020-12-22","phone_2":"3065693354","province":"SK","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"296065","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C01395","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-11-30","pcl_status":"P","pcl_completion_date":"2021-04-07","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ayoaina28@gmail.com","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"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","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","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"contact":{"id":"40100","email":"trahman14@hotmail.com","first_name":"Tania","last_name":"Rahman","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Tania Rahman","language":"English","canceldate":"2024-01-08","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"PRO","do_id":"L25P00945","new_member_date_2":"2015-01-19","cert_status":"WITHDRAWN","phone_2":"6479607336","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"231587","intcode":"02","blocnote":"July 4 2025 vm\n2026 May 25 contact answered, wants to renew, rated satisfaction 5, age range 31-45","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:08-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25P00945","temp_intcode_for_auto_old_int_code":"02","last_act_type":"2024-02-07","pcl_status":"P","pcl_completion_date":"2015-04-20","pf1_status":"P","pf1_completion_date":"2015-08-05","pf2_status":"P","pf2_completion_date":"2016-05-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-02-04","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"trahman14@hotmail.com","pcl_completion_date_5":"2020-04-20","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-01-08","aitm_status_called":"2026-05-25T13:32:10-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent spoke with Tanya regarding her lapsed Professional membership with the National Payroll Institute. Tanya expressed that her initial value for membership was gaining payroll designation and rated her satisfaction as very high. The agent recorded her age range and encouraged her to renew her membership.","aitm_callsummarytitle":"Membership renewal discussion with Tanya","notrenewedwanttorenew":"Yes","mini_nps":"5","thewithdrawaldate_3_years":"2027-01-08","initialvalue":"Designation","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","session_id":"call_af09bb9ac869b02c36c3eb052c0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_af09bb9ac869b02c36c3eb052c0","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"45260","email":"guy@budgetpropane.com","first_name":"Guy","last_name":"Marchand","phone":"4503734333","orgname":"Energie P38 Inc.","customer_acct_name":"Energie P38 Inc.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"331718","full_name":"Guy Marchand","members_type":"CORP","paid_thru":"2024-10-31","organization_id":"331719","trc":"False","wera":"False","province":"QC","last_act_type":"2025-02-10","language":"French","corp_cancel_date":"2025-01-07","do_id":"L25O4309","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4309","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"guy@budgetpropane.com","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","company_paid_thru":"2024-10-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42156","email":"no-email228@ler.com","first_name":"Ana","last_name":"Orobio","phone":"6037922064","orgname":"Energy Transportation Group","customer_acct_name":"Energy Transportation Group","tags":"LER_dummy, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Ana Orobio","time_zone":"2","do_id":"L25A01888","language":"English","individual_id":"319256","phone_2":"7065481128","area_code":"514","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2024-01-05","new_member_date_2":"2022-11-28","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"L25A01888","province":"QC","last_act_type":"2024-10-05","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email228@ler.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","called_by":"Tri","aitm_status_called":"2026-05-21T11:12:04-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:12:04-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call reached an automated system with a menu of options for different departments at Energy Transportation Group. No human was reached, and the call ended without further interaction.","aitm_callsummarytitle":"Call reached automated system, no human","blocnote":"2026 May 08 call ended after automated menu navigation; Ana Orobio not reached.\n2026 May 11 call reached automated menu, no human interaction.\n2026 May 13 call reached automated phone menu, no human answered\n2026 May 15 call reached HR general mailbox, no human answered\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached automated system, no human answered\n2026 May 21 call reached automated system, no human interaction","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not engage; call reached automated menu system.","intcode":"0","initialvalue":"Other","othermemberbenefit":"N\/A","temp_intcode_for_auto_old_int_code":"08","astotherreasonsnottorenew":"Call reached automated system, no human interaction.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4e9a61f49e16b84ab159ae39e3b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4e9a61f49e16b84ab159ae39e3b","number_of_calls_reached":"5","old_int_code":"08"}},"seriesid":"163"}
{"contact":{"id":"40938","email":"dpraglowski@gmail.com","first_name":"Dorothy","last_name":"Praglowski","phone":"4035368677","orgname":"Rocky View County","customer_acct_name":"Rocky View County","tags":"npiAlert14, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"63154","full_name":"Dorothy Praglowski, PLP,CPHR","members_type":"CORP","lead_status":"Lapsed DEL","new_member_date_2":"2022-11-17","coidnewmbrdate":"2022-03-28","city_1":"Calgary","province":"AB","language":"English","phone_2":"4032478692","area_code":"403","time_zone":"4","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"ACTIVE","date_of_renewal_identification":"2026-05-26","canceldate":"2025-10-30","cpa_certification":"CPM","temp_do_id_for_auto_old_do_id":"LB2505000","last_act_type":"2026-12-01","number_of_passed_courses":"0","organization_id":"6886","company_paid_thru":"2026-02-28","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2505000","old_do_id":"L25O01019","npi_email_temp":"dpraglowski@gmail.com","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39103","email":"crystaldepablo@hotmail.ca","first_name":"Crystal","last_name":"DePablo","phone":"4168540831","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Crystal DePablo","language":"English","canceldate":"2023-08-16","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2022-11-18","phone_2":"4168540831","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"318906","paid_thru":"2023-10-31","temp_do_id_for_auto_old_do_id":"LB2504827","last_act_type":"2023-08-21","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"F","pf1_completion_date":"2023-08-21","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T14:26:00-05:00","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":"L25C03101","trc":"True","wera":"False","do_id":"LB2504827","npi_email_temp":"crystaldepablo@hotmail.ca","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"42135","email":"no-email217@ler.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":"LER_dummy","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Th\u00e9r\u00e8se Th\u00e9m\u00e9lis","time_zone":"2","language":"French","individual_id":"319999","phone_2":"5143479940","area_code":"514","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-02-04","new_member_date_2":"2023-01-03","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C05429","province":"QC","last_act_type":"2024-09-23","blocnote":"","dhmsfin_telemarketing_last_contacted_date":"2025-10-21T10:42:00-04:00","intcode":"21","temp_intcode_for_auto_old_int_code":"21","old_int_code":"16","pcl_status":"F","pcl_completion_date":"2024-03-19","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_do_id":"L25C05429","npi_email_temp":"no-email217@ler.com","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"42143","email":"no-email222@ler.com","first_name":"Amanda","last_name":"Kelley","phone":"6135448973","orgname":"Academy of Learning - Kingston","customer_acct_name":"Academy of Learning - Kingston","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Amanda Kelley","time_zone":"2","language":"English","individual_id":"318460","phone_2":"9052425892","area_code":"613","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2024-03-02","new_member_date_2":"2023-01-06","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C05432","province":"ON","last_act_type":"2024-02-16","pcl_status":"P","pcl_completion_date":"2023-04-30","pf1_status":"P","pf1_completion_date":"2023-03-19","pf2_status":"P","pf2_completion_date":"2023-07-26","number_of_passed_courses":"3","trc":"True","wera":"False","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":"L25C05432","npi_email_temp":"no-email222@ler.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"45224","email":"comptabilite@ecoleia.ca","first_name":"Lazhar","last_name":"Aissaoui","phone":"5149695002","orgname":"\u00c9cole Internationale des Apprenants","customer_acct_name":"\u00c9cole Internationale des Apprenants","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"308837","full_name":"Rima Chammae, Non","members_type":"CORP","paid_thru":"2024-06-30","organization_id":"308835","trc":"False","wera":"False","province":"QC","language":"English","corp_cancel_date":"2024-09-04","do_id":"L25O4045","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4045","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"comptabilite@ecoleia.ca","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","company_paid_thru":"2024-06-30","blocnote":"May 27 vm","company_status":"I"}},"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":"2027-03-31","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":"2026-12-05","last_infoline_date_type":"2024-08-11","last_conf_date_type":"2023-07-12","company_paid_thru":"2027-06-30","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"L25P01938","npi_email_temp":"tokarski.margaret@gmail.com","pcl_completion_date_5":"2025-07-05","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","corp_cancel_date":"2006-11-01","company_status":"A"}},"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":"2024-03-12","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","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"38001","email":"shaniabetts_@hotmail.com","first_name":"Shania","last_name":"Betts","phone":"4037621826","orgname":"The Rimrock Resort Hotel","customer_acct_name":"The Rimrock Resort Hotel","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Shania Betts","language":"English","canceldate":"2024-04-02","time_zone":"4","area_code":"403","members_type":"CAND","new_member_date_2":"2023-02-07","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"321479","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C03282","last_act_type":"2023-06-02","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 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T16:31:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"shaniabetts_@hotmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03282","pcl_completion_date_5":"2028-05-28","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
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{"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, 260522 Lapsed DEL","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":"2026-05-28","cpa_certification":"PCP","paid_thru":"2027-05-31","organization_id":"227676","old_do_id":"L25O01330","temp_do_id_for_auto_old_do_id":"LB2507627","last_act_type":"2025-02-08","company_paid_thru":"2027-05-31","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\/2027","latest_paid_thru":"2027-05-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42089","email":"no-email193@ler.com","first_name":"Tracy","last_name":"Lee","phone":"2507822628","orgname":"Obair Economic Society","customer_acct_name":"Obair Economic Society","tags":"LER_dummy, TMAI","ip4":"10.13.142.63","fields":{"members_type":"AST","time_zone":"5","do_id":"L25A01880","language":"English","individual_id":"325329","area_code":"250","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"16","blocnote":"Aug 26 2025 not in now   Sept 11 2-025 vm\r\nSept 25 2025 she doesnt work there anymore\n2026 May 08 call reached voicemail at A Better Economic Society\n2026 May 08 reached voicemail answered by Donna Martin, no message left\n2026 May 11 call reached automated system at A Better Economic Society, no human reached\n2026 May 13 contact does not know Tracy at this number.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:08:28-04:00","placeholder_email_change_date":"2025-08-26T12:52:41-04:00","regular_email_change_date":"2025-08-26T12:52:41-04:00","canceldate":"2024-07-03","new_member_date_2":"2023-05-23","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25A01880","temp_intcode_for_auto_old_int_code":"16","province":"BC","phone_2":"2502194057","old_int_code":"08","last_act_type":"2023-05-29","full_name":"Tracy Lee","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email193@ler.com","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-13T14:08:28-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent called the Abert Economic Society and asked to speak with Tracy, but was informed that Tracy does not work there. The call ended shortly after this clarification.","aitm_callsummarytitle":"Contact Not Found at Number","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d546e27e80a9fc1b404c04f2cea","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d546e27e80a9fc1b404c04f2cea","notrenewedwanttorenew":"No","mini_nps":"3","number_of_calls_reached":"2","onesentencenotrenewed":"Contact stated Tracy does not work at this number.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not available at this number.","age_range":"Preferred not to say"}},"seriesid":"163"}
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{"contact":{"id":"45222","email":"mlegault@centredmv.com","first_name":"Manon","last_name":"Legault","phone":"5146338888","orgname":"Centre V\u00e9t\u00e9rinaire DMV","customer_acct_name":"Centre V\u00e9t\u00e9rinaire DMV","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"39290","full_name":"Manon Legault","members_type":"CORP","paid_thru":"2023-06-30","phone_2":"5142409160","organization_id":"174091","trc":"False","wera":"False","province":"QC","last_act_type":"2023-08-15","language":"French","last_infoline_date_type":"2023-01-02","corp_cancel_date":"2023-09-02","do_id":"L25O4304","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4304","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"mlegault@centredmv.com","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","company_paid_thru":"2023-06-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37631","email":"mlbexson@gmail.com","first_name":"Morgan","last_name":"Bexson","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Morgan Bexson","language":"English","canceldate":"2024-03-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C01411","new_member_date_2":"2021-01-07","phone_2":"4036816263","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"296379","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C01411","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-12-30","pcl_status":"P","pcl_completion_date":"2021-05-10","pf1_status":"P","pf1_completion_date":"2021-12-23","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"mlbexson@gmail.com","pcl_completion_date_5":"2026-05-10","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"seriesid":"163"}
{"contact":{"id":"42329","email":"levangelista@expediagroup.com","first_name":"Lota","last_name":"Evangelista","phone":"2064810816","orgname":"Expedia Group","customer_acct_name":"Expedia Group","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Lota Evangelista","time_zone":"5","do_id":"L25A01926","language":"English","individual_id":"253927","phone_2":"2063549179","zerobounce_reason":"(zerobounce invalid)","area_code":"206","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","pds_july":"1","paid_thru":"2023-06-30","canceldate":"2023-09-02","new_member_date_2":"2022-07-05","temp_do_id_for_auto_old_do_id":"L25A01926","province":"WA","pds_august":"1","pds_september":"1","last_infoline_date_type":"2023-04-07","last_act_type":"2023-04-07","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"levangelista@expediagroup.com","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T18:28:29-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T18:12:47-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","blocnote":"2026-05-08 invalid phone destination, phone: +12064810816\n2026 May 08 call reached voicemail, no contact made\n2026-05-11 invalid phone destination, phone: +12064810816\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 invalid phone destination, phone: +12064810816\n2026 May 13 voicemail reached, no contact made\n2026-05-15 invalid phone destination, phone: +12064810816\n2026 May 15 call reached voicemail, no contact made","intcode":"06","npi_voicemaildetection":"Yes","usersentiment":"Neutral","temp_intcode_for_auto_old_int_code":"06","retell_call_status":"ended","session_id":"call_b601478a68940c9d7929a633c58","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b601478a68940c9d7929a633c58","npi_transcriptsummary":"The call was made to Lota but went to voicemail, so no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
{"contact":{"id":"41580","email":"psilk@logikor.com","first_name":"Paul","last_name":"Silk","phone":"5196228400","orgname":"Logikor Inc.","customer_acct_name":"Logikor Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"217801","full_name":"Paul Silk","lead_status":"Lapsed Member","do_id":"L25O01038","members_type":"CORP","organization_id":"175814","coidnewmbrdate":"2012-05-24","city_1":"Cambridge","province":"ON","language":"English","time_zone":"2","area_code":"519","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"AUg 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-24T10:19:00-05:00","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O01038","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","pds_september":"2","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"psilk@logikor.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"37464","email":"kphonechaleun1@hotmail.com","first_name":"Khanthaly","last_name":"Phonechaleun","phone":"5195040034","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Khanthaly Phonechaleun","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"AST","new_member_date_2":"2023-08-24","cert_status":"PENDING","phone_2":"5195040034","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"319006","intcode":"01","blocnote":"June 16 2025 Survey completed She is not in payroll anymore because of financial factors and also said there was a lack of support from NPI for people new to payroll,\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 contact refused to renew and gave unclear reason - NPI# not provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","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":"Yes","expectationsnotmetspecify":"Support to keep designation.","membershipcost":"Yes","membershipcostspecify":"The membership cost.","npivaluenotdelivered":"No","careerchange":"Yes","hardtoparticipateevents":"No","mini_nps":"1","age_range":"46-60","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25A01578","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2023-08-24","pcl_status":"P","pcl_completion_date":"2023-03-06","pf1_status":"P","pf1_completion_date":"2023-02-26","pf2_status":"P","pf2_completion_date":"2023-03-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-08-24","number_of_passed_courses":"4","trc":"True","wera":"True","npi_email_temp":"kphonechaleun1@hotmail.com","pcl_completion_date_5":"2028-03-06","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"7","npi_transcriptsummary":"The agent contacted Khanthaly to discuss the lapse of their Associate membership with the National Payroll Institute and asked survey questions about their membership experience. Khanthaly expressed dissatisfaction and ultimately declined to continue the conversation, providing unclear reasons for not renewing. The call ended with the agent thanking the user and closing the call.","aitm_callsummarytitle":"Membership Renewal Refusal by Khanthaly","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","session_id":"call_6f830f8d50f95a81d4695cb6992","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6f830f8d50f95a81d4695cb6992","onesentencenotrenewed":"Another reason, unclear explanation given.","initialvalue":"Designation","astotherreasonsnottorenew":"You can get it from dad here, and you can get it from them. They get Kendall Goldfish donut. No. From them.","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25A01578","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37988","email":"thenumberslady@shaw.ca","first_name":"Jamie","last_name":"DeBruin","phone":"2508896380","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jamie DeBruin","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"","new_member_date_2":"2023-05-29","phone_2":"2508896380","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"325496","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03722","last_act_type":"2023-05-26","pcl_status":"F","pcl_completion_date":"2023-10-11","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T16:30:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"thenumberslady@shaw.ca","pcl_completion_date_5":"2028-10-11","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03722"}},"seriesid":"163"}
{"contact":{"id":"39126","email":"angie@chriscarroll.ca","first_name":"Angie","last_name":"Chaput","phone":"6135841771","orgname":"Christopher Carroll, C.A.","customer_acct_name":"Christopher Carroll, C.A.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Angie Chaput","language":"English","canceldate":"2023-02-02","cpa_certification":"PCP","time_zone":"2","area_code":"613","members_type":"PRO","do_id":"L25P00575","new_member_date_2":"2008-12-03","pds_april":"2","cert_status":"WITHDRAWN","phone_2":"6136393876","province":"ON","zerobounce_reason":"catch-all","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"121826","intcode":"10","blocnote":"June 23 2025 vm\r\nSept 8 2025 not in today","dhmsfin_telemarketing_last_contacted_date":"2025-09-08T17:31:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"2","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25P00575","temp_intcode_for_auto_old_int_code":"10","pds_august":"2","pds_september":"2","last_act_type":"2023-03-05","pcl_status":"P","pcl_completion_date":"2008-03-13","pf1_status":"P","pf1_completion_date":"2008-07-28","pf2_status":"P","pf2_completion_date":"2009-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-12-12","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"angie@chriscarroll.ca","pcl_completion_date_5":"2013-03-13","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"46167","email":"mustogabrielle@bfusa.com","first_name":"Gabrielle","last_name":"Musto","phone":"4507561061","orgname":"Bridgestone Canada Inc.","customer_acct_name":"Bridgestone Canada Inc.","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"323316","full_name":"Gabrielle Musto","members_type":"CORP","paid_thru":"2025-09-30","organization_id":"12614","trc":"False","wera":"False","province":"ON","last_act_type":"2023-03-29","language":"English","corp_cancel_date":"2025-12-02","do_id":"L25O4227","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4227","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","extension_phone_1":"862","old_do_id":"L25O3645","npi_email_temp":"mustogabrielle@bfusa.com","pcl_completion_date_5":"2029-09-12","formatted_paid_thru":"30\/09\/2025","company_paid_thru":"2025-09-30","latest_paid_thru":"2025-09-30","ln_entered_date":"2026-06-01","company_status":"I","pcl_status":"P","pcl_completion_date":"2024-09-12"}},"seriesid":"163"}
{"contact":{"id":"40921","email":"mshkrabuik@proserveit.com","first_name":"Mya","last_name":"Shkrabuik","phone":"6475282305","orgname":"ProServeIT","customer_acct_name":"ProServeIT","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"336524","full_name":"Mya Shkrabuik","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01007","organization_id":"336525","coidnewmbrdate":"2024-04-11","city_1":"Charlottetown","province":"PE","language":"English","area_code":"647","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Aug 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T09:37:00-05:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O01007","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2024-12-11","last_act_type":"2025-05-27","pcl_status":"P","pcl_completion_date":"2024-08-05","pf1_status":"F","pf1_completion_date":"2024-12-21","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"mshkrabuik@proserveit.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41589","email":"tonimeeni@yahoo.com","first_name":"Toniann","last_name":"Travaglio","phone":"8137252601","orgname":"Pitney Bowes","customer_acct_name":"Pitney Bowes","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"301269","full_name":"Toniann Travaglio","lead_status":"Lapsed Member","do_id":"L25C05175","members_type":"CAND","new_member_date_2":"2024-05-21","city_1":"Safety Harbor","province":"FL","language":"English","time_zone":"2","area_code":"813","phone_2":"8137588925","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":"L25C05175","last_act_type":"2024-05-21","pcl_status":"F","pcl_completion_date":"2021-11-08","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"07","blocnote":"LNC Dec 2 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T15:13:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"07","npi_email_temp":"tonimeeni@yahoo.com","pcl_completion_date_5":"2026-11-08","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"39594","email":"emilyelizabethreichman@gmail.com","first_name":"Emily","last_name":"Reichman","phone":"","orgname":"Gastronomia Aliments Fins","customer_acct_name":"Gastronomia Aliments Fins","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Emily Reichman","language":"English","time_zone":"2","area_code":"514","members_type":"CAND","new_member_date_2":"2023-08-25","phone_2":"5145751626","province":"QC","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"328396","paid_thru":"2026-08-31","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2505090","last_act_type":"2026-12-03","pcl_status":"P","pcl_completion_date":"2023-12-20","pf1_status":"P","number_of_passed_courses":"2","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pf1_completion_date":"2025-12-09","old_do_id":"L25C04116","npi_email_temp":"emilyelizabethreichman@gmail.com","pcl_completion_date_5":"2028-12-20","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","last_infoline_date_type":"2026-12-03"}},"seriesid":"163"}
{"contact":{"id":"37606","email":"sasha.zhang17@gmail.com","first_name":"Jialing","last_name":"Zhang","phone":"4037144707","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Jialing Zhang","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C04173","new_member_date_2":"2023-09-05","phone_2":"4037144707","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328826","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04173","last_act_type":"2023-03-09","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T15:01:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"sasha.zhang17@gmail.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"37595","email":"ganalmarian@gmail.com","first_name":"Marian","last_name":"Ganal","phone":"8257122676","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Marian Ganal","language":"English","canceldate":"2024-09-04","time_zone":"4","area_code":"825","members_type":"CAND","do_id":"L25C03923","new_member_date_2":"2023-07-14","phone_2":"8257122676","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326959","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03923","last_act_type":"2023-07-13","pcl_status":"P","pcl_completion_date":"2023-11-27","pf1_status":"P","pf1_completion_date":"2023-12-20","pf2_status":"P","pf2_completion_date":"2024-02-05","number_of_passed_courses":"3","intcode":"14","blocnote":"LNC Nov 5 2025 vm\r\nLNC Nov 12 2025 vm\r\nLNC Dec 8 2025 Sent email she said busy now but will look over email and decide if will continue membership.","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T16:38:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"14","old_int_code":"06","trc":"True","wera":"False","sendapplicationform":"2025-12-08T16:36:00-05:00","npi_email_temp":"ganalmarian@gmail.com","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"42489","email":"deitanstamand06@gmail.com","first_name":"Deitan","last_name":"St-Amand","phone":"5145950555","orgname":"Supremex Inc.","customer_acct_name":"Supremex Inc.","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"302200","full_name":"Deitan St-Amand","members_type":"CORP","lead_status":"Renewed Lapsed","organization_id":"62272","coidnewmbrdate":"2020-07-06","city_1":"Lasalle","province":"QC","language":"French","time_zone":"2","extension_phone_1":"2337","area_code":"514","phone_2":"5149848953","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-05-31","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2504918","last_infoline_date_type":"2026-03-27","last_act_type":"2026-03-27","company_paid_thru":"2026-05-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504918","old_do_id":"L25O01223","npi_email_temp":"deitanstamand06@gmail.com","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38107","email":"sonia.garcia@lumen.ca","first_name":"Sonia","last_name":"Garcia, PCP","phone":"5144169249","orgname":"Sonepar Canada Inc.","customer_acct_name":"Sonepar Canada Inc.","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sonia Garcia, PCP","language":"French","canceldate":"2024-08-28","cpa_certification":"SCP","time_zone":"2","area_code":"514","members_type":"PRO","do_id":"L25P00984","new_member_date_2":"2015-09-22","pds_april":"3","phone_2":"4509371054","province":"QC","zerobounce_reason":"catch-all","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LN 15 sept 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-09-15T11:33:00-04:00","temp_do_id_for_auto_old_do_id":"L25P00984","temp_intcode_for_auto_old_int_code":"6","npi_email_temp":"sonia.garcia@lumen.ca"}},"seriesid":"163"}
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{"contact":{"id":"39991","email":"latj@hotmail.com","first_name":"Lesley-Ann","last_name":"Jakupovski","phone":"","orgname":"","customer_acct_name":"","tags":"250709 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Lesley-Ann Jakupovski, B.A.","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25P00924","new_member_date_2":"2014-08-26","pds_april":"7","cert_status":"WITHDRAWN","phone_2":"9058243594","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"227972","intcode":"05","blocnote":"number cant receive incoming calls\n2026-05-19 Dial no answer, phone: +19058243594\n2026-05-21 Dial no answer, phone: +19058243594","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","old_int_code":"16","pds_july":"7","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25P00924","temp_intcode_for_auto_old_int_code":"05","pds_august":"7","pds_september":"7","last_infoline_date_type":"2021-09-16","last_act_type":"2024-12-31","pcl_status":"P","pcl_completion_date":"2014-12-15","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":"2015-01-28","number_of_passed_courses":"4","pds_october":"7","trc":"False","wera":"False","pcp_we":"EXEMPTED","pds_november":"7","npi_email_temp":"latj@hotmail.com","pcl_completion_date_5":"2019-12-15","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","thewithdrawaldate":"2024-10-02","aitm_status_called":"2026-05-21T10:52:05-04:00","number_of_call_attempts":"7","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_f526970b91e6253884cd568df4e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f526970b91e6253884cd568df4e","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"42122","email":"k.cahoon@hotmail.com","first_name":"Krista","last_name":"Cahoon","phone":"2507155772","orgname":"North Island College","customer_acct_name":"North Island College","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":"Krista Cahoon","time_zone":"5","do_id":"L25C04837","language":"English","individual_id":"336939","phone_2":"2507155772","zerobounce_reason":"abuse","area_code":"250","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2025-03-31","intcode":"06","blocnote":"LNC Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T16:16:00-05:00","canceldate":"2025-06-03","new_member_date_2":"2024-04-23","province":"BC","temp_do_id_for_auto_old_do_id":"L25C04837","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-04-22","pcl_status":"F","pcl_completion_date":"2024-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","old_int_code":"11","onesentencenotrenewed":"","npi_email_temp":"k.cahoon@hotmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"39090","email":"lora35@gmail.com","first_name":"Larissa","last_name":"Rudyak","phone":"6044205607","orgname":"Pemberton Transport","customer_acct_name":"Pemberton Transport","tags":"250625 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Larissa Rudyak","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P00572","new_member_date_2":"2007-09-07","cert_status":"WITHDRAWN","phone_2":"9012290072","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"121311","intcode":"0","blocnote":"June 23 2025 The 1st number no Larissa there and the 2nd number no longer in service.\n2026 May 14 - Gatekeeper at Pemberton Distribution; transferred to Austin, Larissa not available\n2026 May 19 contact not found at City Transport, no Larissa Rudyak","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T14:12:01-04:00","notrenewedother":"Phone cannot be recovered","old_int_code":"08","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25P00572","temp_intcode_for_auto_old_int_code":"08","last_act_type":"2025-01-31","pcl_status":"P","pcl_completion_date":"2007-11-14","pf1_status":"P","pf1_completion_date":"2008-03-31","pf2_status":"P","pf2_completion_date":"2008-08-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-04-22","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"lora35@gmail.com","pcl_completion_date_5":"2012-11-14","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","thewithdrawaldate":"2024-11-02","aitm_status_called":"2026-05-19T14:12:01-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Larissa Rudyak at City Transport but was informed by the receptionist, Gabrielle, that no one by that name works there. The call ended after this clarification.","aitm_callsummarytitle":"Contact Not Found at City Transport","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not available; no renewal discussed.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact unavailable; no reason provided","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9c3af3278e1c8bbd75720d32b0a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9c3af3278e1c8bbd75720d32b0a","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"37542","email":"jennifer.vanderwoude@gmail.com","first_name":"Jennifer","last_name":"VanderWoude","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Jennifer VanderWoude","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"613","members_type":"AST","do_id":"L25A01585","new_member_date_2":"2023-03-08","phone_2":"6133243098","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"322433","intcode":"06","blocnote":"June 16 2025 vm\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","paid_thru":"2024-02-29","temp_do_id_for_auto_old_do_id":"L25A01585","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-05-29","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jennifer.vanderwoude@gmail.com","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","called_by":"Tri","aitm_status_called":"2026-05-15T16:26:43-04:00","number_of_call_attempts":"8","number_of_total_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","session_id":"call_3ce84a57906b3a452d525a3b922","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3ce84a57906b3a452d525a3b922","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"40911","email":"croseth@rockymtnhouse.com","first_name":"Christine","last_name":"Roseth","phone":"4038452866","orgname":"Town of Rocky Mountain House","customer_acct_name":"Town of Rocky Mountain House","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"64325","full_name":"Christine Roseth","members_type":"CORP","lead_status":"Refused","organization_id":"164717","coidnewmbrdate":"2018-04-10","city_1":"Rocky Mountain House","province":"AB","language":"English","phone_2":"4038455146","extension_phone_1":"117","area_code":"403","time_zone":"4","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Aug 18 2025 no answer\r\nLN Nov 10 2025 Christine said they were not using it so management decided not to renew.","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T11:06:00-05:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"LB2504826","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2020-06-30","last_act_type":"2025-05-27","number_of_passed_courses":"0","old_int_code":"5","date_of_renewal_identification":"","old_do_id":"L25O01001","trc":"False","wera":"False","do_id":"LB2504826","npi_email_temp":"croseth@rockymtnhouse.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42082","email":"no-email189@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, TMAI","ip4":"10.13.134.188","fields":{"members_type":"AST","time_zone":"3","do_id":"L25A01876","language":"English","individual_id":"317845","area_code":"918","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"06","blocnote":"Aug 26 2025 vm\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 call reached voicemail\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:42-04:00","regular_email_change_date":"2025-08-26T12:50:23-04:00","placeholder_email_change_date":"2025-08-26T12:50:23-04:00","canceldate":"2023-12-02","new_member_date_2":"2022-10-18","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"L25A01876","temp_intcode_for_auto_old_int_code":"6","province":"OK","phone_2":"9189911255","last_act_type":"2023-06-14","full_name":"Denise McLaury","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email189@ler.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to the contact but went to voicemail without any conversation taking 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","session_id":"call_0223966c15b3fa909e4d95e02af","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0223966c15b3fa909e4d95e02af","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"40849","email":"novakporaye@gmail.com","first_name":"Natalya","last_name":"Whenham","phone":"4034792691","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":"336348","full_name":"Natalya Whenham","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05014","new_member_date_2":"2024-04-08","city_1":"Calgary","province":"AB","language":"English","phone_2":"4034792691","area_code":"403","time_zone":"4","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":"L25C05014","last_act_type":"2024-06-04","pcl_status":"P","pcl_completion_date":"2024-08-05","pf1_status":"P","pf1_completion_date":"2024-11-20","number_of_passed_courses":"2","intcode":"06","blocnote":"Nov 10 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T15:06:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"novakporaye@gmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"45185","email":"jdupont@bveggie.ca","first_name":"Julie","last_name":"Dupont","phone":"5142723238","orgname":"Aliments Bveggie Inc","customer_acct_name":"Aliments Bveggie Inc","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"315420","full_name":"Julie Dupont","members_type":"CORP","paid_thru":"2023-10-31","organization_id":"248374","trc":"False","wera":"False","province":"QC","last_act_type":"2022-09-22","language":"French","last_infoline_date_type":"2022-09-22","corp_cancel_date":"2024-01-05","do_id":"L25O4040","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4040","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"jdupont@bveggie.ca","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45181","email":"no-email609@ler.com","first_name":"Jane","last_name":"Tan","phone":"6046411876","orgname":"HSBC Bank Canada","customer_acct_name":"HSBC Bank Canada","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"37104","full_name":"Jane Tan","members_type":"CORP","paid_thru":"2023-09-30","phone_2":"6042910028","organization_id":"6608","trc":"False","wera":"False","province":"BC","language":"English","corp_cancel_date":"2023-12-02","do_id":"L25O4297","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4297","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email609@ler.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37475","email":"corinnemccready1@gmail.com","first_name":"Corinne","last_name":"McCready","phone":"5198224511","orgname":"Capital Paving Inc.","customer_acct_name":"Capital Paving Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Corinne McCready","language":"English","canceldate":"2024-05-02","time_zone":"2","area_code":"519","members_type":"CAND","new_member_date_2":"2023-03-28","phone_2":"5198410419","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323201","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03458","last_act_type":"2023-08-27","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:41:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"corinnemccready1@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03458","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"45211","email":"no-email457@ler.com","first_name":"Payroll","last_name":"Department","phone":"2045899427","orgname":"Mount Carmel Clinic","customer_acct_name":"Mount Carmel Clinic","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"307487","full_name":"Payroll Department","members_type":"CORP","paid_thru":"2023-10-31","organization_id":"306940","trc":"False","wera":"False","province":"MB","language":"English","corp_cancel_date":"2024-01-05","do_id":"L25O3531","number_of_passed_courses":"0","time_zone":"3","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","temp_do_id_for_auto_old_do_id":"L25O3531","npi_email_temp":"no-email457@ler.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41061","email":"athenamclean@hotmail.com","first_name":"Athena","last_name":"McLean","phone":"2507751387","orgname":"Hurricane Oilfield Service Ltd.","customer_acct_name":"Hurricane Oilfield Service Ltd.","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"290119","full_name":"Athena McLean","members_type":"CAND","lead_status":"Refused","do_id":"L25C04927","new_member_date_2":"2020-07-07","city_1":"Fort Nelson","province":"BC","language":"English","phone_2":"2507751387","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","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04927","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-04-29","pcl_status":"P","pcl_completion_date":"2020-12-07","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"athenamclean@hotmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
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{"contact":{"id":"40985","email":"kagnes87@hotmail.com","first_name":"Agnieszka","last_name":"Kowalczuk","phone":"9052782280","orgname":"OSMWRC","customer_acct_name":"OSMWRC","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"237613","full_name":"Agnieszka Kowalczuk","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P01719","new_member_date_2":"2020-04-17","city_1":"Mississauga","province":"ON","language":"English","phone_2":"6474039289","area_code":"647","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-06-03","cpa_certification":"PCP","paid_thru":"2025-03-31","intcode":"15","blocnote":"Aug 18 2025 vm\n2026 May 15 call reached voicemail, no message left\n2026 May 15 reached voicemail, left message\n2026 May 19 contact Agnes Kowalczyk answered and agreed to start survey","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T09:42:03-04:00","temp_do_id_for_auto_old_do_id":"L25P01719","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-01-09","pcl_status":"P","pcl_completion_date":"2015-12-21","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":"2016-10-19","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kagnes87@hotmail.com","pcl_completion_date_5":"2020-12-21","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","thewithdrawaldate":"2025-06-03","aitm_status_called":"2026-05-19T09:42:03-04:00","number_of_call_attempts":"0","aitm_callsummarytitle":"Initial contact and survey start with Agnes Kowalczyk","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a21895ef77e7654ddc02de49107","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a21895ef77e7654ddc02de49107","npi_transcriptsummary":"The agent reached Agnes Kowalczyk and initiated a conversation regarding her lapsed Professional membership with the National Payroll Institute. The user agreed to answer questions about her membership experience, and the agent began the survey by asking the first question.","notrenewedwanttorenew":"No","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"37534","email":"mylene.b242715@gmail.com","first_name":"Mylene","last_name":"Velasco","phone":"7804784688","orgname":"Apex Industrial Rentals Inc.","customer_acct_name":"Apex Industrial Rentals Inc.","tags":"npiAlert3, npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Mylene Velasco","language":"English","canceldate":"2023-11-02","time_zone":"4","area_code":"780","members_type":"CORP","new_member_date_2":"2022-09-21","phone_2":"3065136652","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"316952","organization_id":"317897","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2506546","date_of_renewal_identification":"2026-05-28","last_act_type":"2025-10-27","company_paid_thru":"2026-09-30","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","number_of_passed_courses":"3","old_do_id":"L25O02412","intcode":"99","blocnote":"LN Nov 12 2025 vm. Renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-25T11:15:00-05:00","temp_intcode_for_auto_old_int_code":"99","old_int_code":"24","trc":"True","wera":"False","do_id":"LB2506546","npi_email_temp":"mylene.b242715@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"46284","email":"fmathieu@v3r.net","first_name":"Fran\u00e7ois","last_name":"Mathieu","phone":"8193742002","orgname":"Ville de Trois-Rivi\u00e8res","customer_acct_name":"Ville de Trois-Rivi\u00e8res","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"70199","full_name":"Fran\u00e7ois Mathieu","members_type":"CORP","paid_thru":"2026-08-31","organization_id":"11346","trc":"False","wera":"False","province":"QC","language":"French","extension_phone_1":"206","do_id":"L25O4463","number_of_passed_courses":"0","time_zone":"2","lead_status":"Renewed Lapsed","temp_do_id_for_auto_old_do_id":"L25O4463","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"fmathieu@v3r.net","formatted_paid_thru":"31\/08\/2026","company_paid_thru":"2026-08-31","latest_paid_thru":"2026-08-31","company_status":"A"}},"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","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"40842","email":"anastas.vlasenko@gmail.com","first_name":"Anastasiia","last_name":"Vlasenko","phone":"4372346550","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":"336577","full_name":"Anastasiia Vlasenko","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05010","new_member_date_2":"2024-04-18","city_1":"Brampton","province":"ON","language":"English","phone_2":"4372346550","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":"L25C05010","last_act_type":"2024-04-18","pcl_status":"P","pcl_completion_date":"2024-08-08","pf1_status":"P","pf1_completion_date":"2024-12-02","number_of_passed_courses":"2","blocnote":"LNC Nov 10 2025 Survey completed She said she stop because she could not find a job.","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T14:30:00-05:00","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","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"I didn't find a job.","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":"","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","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"anastas.vlasenko@gmail.com","pcl_completion_date_5":"2029-08-08","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"37979","email":"gregandliz.bell@gmail.com","first_name":"Elizabeth","last_name":"Bell","phone":"","orgname":"IntouchCX","customer_acct_name":"IntouchCX","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Elizabeth Bell","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"2","area_code":"289","members_type":"PRO","do_id":"L25P00971","new_member_date_2":"2020-08-28","pds_april":"2","cert_status":"WITHDRAWN","phone_2":"2892440704","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"235870","intcode":"06","blocnote":"June 17 2025 vm\n2026 May 15 reached voicemail\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no conversation","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","pds_july":"2","paid_thru":"2025-07-31","temp_do_id_for_auto_old_do_id":"L25P00971","temp_intcode_for_auto_old_int_code":"6","pds_august":"2","pds_september":"2","last_infoline_date_type":"2024-04-26","last_act_type":"2025-01-08","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":"2017-02-09","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"gregandliz.bell@gmail.com","pcl_completion_date_5":"2020-12-07","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","thewithdrawaldate":"2024-10-02","aitm_status_called":"2026-05-21T10:52:04-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached Elizabeth's voicemail and was not answered by a human. No conversation took place.","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","session_id":"call_0fbc331500f6061c29bfea32010","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0fbc331500f6061c29bfea32010","mini_nps":"3","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"40062","email":"mykayla0721@me.com","first_name":"Crystal","last_name":"Lamarche","phone":"4038071819","orgname":"Altrad Gitxaala Joint Venture","customer_acct_name":"Altrad Gitxaala Joint Venture","tags":"TMAI","ip4":"127.0.0.1","fields":{"full_name":"Crystal Lamarche, PCP","language":"English","canceldate":"2025-02-04","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"CORP","new_member_date_2":"2019-08-07","cert_status":"ACTIVE","phone_2":"4033057045","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"278360","organization_id":"334177","intcode":"99","blocnote":"July 3 2025 vm Allison\r\nSept 10 2025 vm\n2026-05-14 invalid phone destination, phone: +14038071819\n2026 May 14 - Reached Crystal; informed of lapsed Professional membership; no survey answered","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T15:03:58-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25P03120","temp_intcode_for_auto_old_int_code":"99","old_do_id":"L25O05311","old_int_code":"15","last_infoline_date_type":"2026-02-04","last_act_type":"2026-04-05","company_paid_thru":"2027-01-31","date_of_renewal_identification":"2026-05-27","pcl_status":"P","pcl_completion_date":"2019-12-03","pf1_status":"P","pf1_completion_date":"2020-04-06","pf2_status":"P","pf2_completion_date":"2021-02-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-07","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mykayla0721@me.com","ln_entered_date":"2026-04-03","pcl_completion_date_5":"2024-12-03","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","thewithdrawaldate":"2025-02-04","aitm_status_called":"2026-05-14T15:16:43-04:00","number_of_call_attempts":"0","npi_voicemaildetection":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fc5e9341e4ee100c514b0890391","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fc5e9341e4ee100c514b0890391","npi_transcriptsummary":"Agent Ellen reached Crystal to inform her that her NPI Professional membership lapsed and asked to ask a few questions about her membership experience; the call ended shortly after with no survey responses recorded.","aitm_callsummarytitle":"Reached contact; informed of lapsed membership","notrenewedwanttorenew":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","number_of_calls_reached":"1","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"46283","email":"no-email541@ler.com","first_name":"Sandie","last_name":"White","phone":"8432911579","orgname":"Volvo Car Canada","customer_acct_name":"Volvo Car Canada","tags":"LER_dummy, 251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"314871","full_name":"Sandie Stagg White","members_type":"CORP","trc":"False","wera":"False","last_act_type":"2026-04-23","language":"English","last_infoline_date_type":"2022-11-24","do_id":"L25O3920","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3920","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email541@ler.com","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","ler_entered_date":"2026-05-28","company_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"43143","email":"bertrand_labelle@yahoo.ca","first_name":"Bertrand","last_name":"Labelle","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"237667","full_name":"Bertrand Labelle","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2024-07-10","paid_thru":"2025-06-30","province":"QC","language":"French","phone_2":"5143183054","time_zone":"2","do_id":"L25C06209","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":"L25C06209","old_do_id":"LB2504132","last_act_type":"2024-01-08","pcl_status":"P","pcl_completion_date":"2024-11-01","pf1_status":"P","pf1_completion_date":"2015-12-06","pf2_status":"P","pf2_completion_date":"2016-01-22","number_of_passed_courses":"3","intcode":"06","blocnote":"lnc. 11 nov 2025 bv\r\n12 nov 2025 bv\r\n20 nov 2025 bv\r\n24 nov 2025 bv\r\n4 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T10:35:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"bertrand_labelle@yahoo.ca","pcl_completion_date_5":"2029-11-01","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"43158","email":"rita_5stars@yahoo.com","first_name":"Rita","last_name":"Yaghobian","phone":"4372386008","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"332639","full_name":"Rita Yaghobian","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2024-07-15","paid_thru":"2025-06-30","province":"ON","language":"English","phone_2":"4372386008","time_zone":"2","do_id":"L25C06230","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":"L25C06230","old_do_id":"LB2504147","last_act_type":"2024-07-15","pcl_status":"P","pcl_completion_date":"2024-04-01","pf1_status":"P","pf1_completion_date":"2024-10-17","pf2_status":"F","pf2_completion_date":"2024-03-27","number_of_passed_courses":"2","intcode":"06","blocnote":"LNC Nov 11 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T10:20:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"rita_5stars@yahoo.com","pcl_completion_date_5":"2029-04-01","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"41426","email":"kahrek@hotmail.com","first_name":"Martin","last_name":"Filion","phone":"8888710155","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount","ip4":"0.0.0.0","fields":{"individual_id":"269037","full_name":"Martin Filion, PCP","members_type":"PRO","lead_status":"Partner","new_member_date_2":"2018-11-02","coidnewmbrdate":"1991-10-01","city_1":"Saint-Jerome","province":"QC","language":"English","time_zone":"2","area_code":"888","phone_2":"5144369842","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:30:00-05:00","temp_do_id_for_auto_old_do_id":"LB2505778","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-10-31","organization_id":"8176","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2019-03-03","pf1_status":"P","pf1_completion_date":"2019-08-28","pf2_status":"P","pf2_completion_date":"2020-03-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-07-15","cpa_certification":"PCP","last_act_type":"2026-12-01","last_infoline_date_type":"2025-01-08","company_paid_thru":"2026-12-31","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","blocnote":"ok renewal","old_int_code":"24","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2505778","old_do_id":"L25P01809","npi_email_temp":"kahrek@hotmail.com","pcl_completion_date_5":"2024-03-03","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"39617","email":"huberyshen@gmail.com","first_name":"Ailing","last_name":"Zhu","phone":"7788297816","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ailing Zhu","language":"English","canceldate":"2024-09-04","time_zone":"5","area_code":"778","members_type":"CAND","do_id":"L25C03907","new_member_date_2":"2023-07-13","phone_2":"7788297816","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326799","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03907","last_act_type":"2023-07-13","pcl_status":"P","pcl_completion_date":"2023-09-28","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T17:32:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"huberyshen@gmail.com","pcl_completion_date_5":"2028-09-28","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"38086","email":"tian.qing17@gmail.com","first_name":"Qing","last_name":"Tian","phone":"9053601228","orgname":"Nippon Express Canada","customer_acct_name":"Nippon Express Canada","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Qing Tian, CPA","language":"English","canceldate":"2023-01-05","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"PRO","new_member_date_2":"2011-11-18","cert_status":"WITHDRAWN","phone_2":"9053601228","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"192800","intcode":"21","blocnote":"June 17 2025 Survey completed She is now an accountant.\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 contact refused to renew citing reassignment of payroll job","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:06-04:00","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 in accounting now.","hardtoparticipateevents":"No","engagingstrategiesspecify":"A job fair to help members get a job.","mini_nps":"4","age_range":"31-45","selfpayrollproficiency":"Basic","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25P00743","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-05-04","pcl_status":"P","pcl_completion_date":"2012-03-06","pf1_status":"P","pf1_completion_date":"2012-06-26","pf2_status":"P","pf2_completion_date":"2013-06-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-01-18","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"tian.qing17@gmail.com","pcl_completion_date_5":"2017-03-06","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","thewithdrawaldate":"2023-01-05","aitm_status_called":"2026-05-25T12:22:13-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Qing regarding their lapsed Professional membership with the National Payroll Institute and conducted a survey about their membership experience. Qing declined to renew their membership, citing that they could assign the payroll job elsewhere, and also declined information about the Associate membership option. The call ended after the agent acknowledged Qing's decision.","aitm_callsummarytitle":"Membership Renewal Refusal by Qing","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"01","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_80ae317b0aded738b5e4fcbd6c7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_80ae317b0aded738b5e4fcbd6c7","number_of_total_call_attempts":"2","onesentencenotrenewed":"PRO reached 3 years limit for renewal","initialvalue":"Designation","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P00743","number_of_calls_reached":"1","ln_entered_date":"2026-05-27"}},"seriesid":"163"}
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{"contact":{"id":"38053","email":"thewaggets6@gmail.com","first_name":"Teresa","last_name":"Wagget","phone":"9056916286","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Teresa Wagget","language":"English","canceldate":"2024-08-02","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C03011","new_member_date_2":"2023-06-23","phone_2":"9056916286","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"317461","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03011","last_act_type":"2025-02-10","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:01:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"thewaggets6@gmail.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"39983","email":"adbeqo@gmail.com","first_name":"Adriana","last_name":"Beqo","phone":"6049839069","orgname":"Morrison Dom & Associates Ltd","customer_acct_name":"Morrison Dom & Associates Ltd","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Adriana Beqo","language":"English","canceldate":"2024-09-27","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"PRO","do_id":"L25P01543","new_member_date_2":"2021-08-18","cert_status":"WITHDRAWN","phone_2":"6049839025","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"304096","intcode":"0","blocnote":"July 3 2025 She said busy right now call after 5 BC time.\n2026 May 12 call reached voicemail, no contact made\n2026-05-12 invalid phone destination, phone: +16043363171","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T14:10:27-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25P01543","temp_intcode_for_auto_old_int_code":"08","last_infoline_date_type":"2022-11-15","last_act_type":"2025-05-20","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2022-06-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-08-17","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"adbeqo@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","thewithdrawaldate":"2024-09-27","aitm_status_called":"2026-05-12T14:26:44-04:00","number_of_call_attempts":"1","npi_transcriptsummary":"The call was an outbound attempt to reach Morrison Dom, but it went to voicemail and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","old_int_code":"08","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_c9db21d56e90771357d6aad52d2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c9db21d56e90771357d6aad52d2"}},"seriesid":"163"}
{"contact":{"id":"42286","email":"no-email61@ler.com","first_name":"Linda","last_name":"Clomax","phone":"3125333535","orgname":"","customer_acct_name":"","tags":"LER_dummy, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Linda Clomax","time_zone":"3","do_id":"L25A01911","language":"English","individual_id":"314159","phone_2":"7738700711","area_code":"312","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2023-10-03","new_member_date_2":"2022-08-04","paid_thru":"2023-07-31","temp_do_id_for_auto_old_do_id":"L25A01911","province":"IL","last_act_type":"2024-07-22","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Sept 3 2025 vm  Oct 17 2025 vm  Oct 31 2025 vm\r\nDec 4 2025 she doesnt work there anymore\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 voicemail reached, no human answered\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no conversation\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:41-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","old_int_code":"16","npi_email_temp":"no-email61@ler.com","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Linda but reached voicemail, and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9b20ee1e450960da550635d8f50","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9b20ee1e450960da550635d8f50"}},"seriesid":"163"}
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{"contact":{"id":"39096","email":"imtawasthi@gmail.com","first_name":"Tushar","last_name":"Awasthi","phone":"2508807725","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Tushar Awasthi","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"250","members_type":"CAND","new_member_date_2":"2023-05-15","phone_2":"2508807725","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324865","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03646","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 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T14:19:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"imtawasthi@gmail.com","pcl_completion_date_5":"2028-09-09","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03646"}},"seriesid":"163"}
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{"contact":{"id":"42097","email":"keenny-carolina80@hotmail.com","first_name":"Keenny","last_name":"Ardon","phone":"5143030255","orgname":"Select Ideal Inc.","customer_acct_name":"Select Ideal Inc.","tags":"Zerobounce indication, npiAlert12, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Keenny Carolina Perla Ardon","time_zone":"2","language":"French","individual_id":"293581","phone_2":"4388827192","zerobounce_reason":"invalid","area_code":"514","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2025-02-28","canceldate":"2025-05-02","new_member_date_2":"2023-03-15","temp_do_id_for_auto_old_do_id":"L25C05571","province":"QC","last_infoline_date_type":"2023-04-10","last_act_type":"2024-02-26","blocnote":"LER . 7 oct 2025 bv\r\ner 8 oct 2025 bv\r\n completer 17 oct 2025","dhmsfin_telemarketing_last_contacted_date":"2025-10-17T11:27:00-04:00","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":"","notrenewednolongerinpayroll":"No","notrenewednotused":"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","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_intcode_for_auto_old_int_code":"21","pcl_status":"F","pcl_completion_date":"2024-06-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"keenny-carolina80@hotmail.com","old_int_code":"17","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C05571","pcl_completion_date_5":"2029-06-25","formatted_paid_thru":"28\/02\/2025","latest_paid_thru":"2025-02-28"}},"seriesid":"163"}
{"contact":{"id":"43142","email":"adeel_a_abbasi@hotmail.com","first_name":"Adeel","last_name":"Abbasi","phone":"9056700057","orgname":"","customer_acct_name":"","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":"254815","full_name":"Adeel Abbasi","members_type":"PRO","province":"ON","language":"English","phone_2":"9052305661","time_zone":"2","do_id":"L25P02395","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":"L25P02395","canceldate":"2025-09-03","new_member_date_2":"2024-07-19","paid_thru":"2025-06-30","cert_status":"WITHDRAWN","cpa_certification":"PCP","extension_phone_1":"2719","old_do_id":"LB2504131","intcode":"15","blocnote":"LN \/ 30 September 2025 she works only in the afternoon\n2026 May 12 contact not available, call ended quickly\n2026 May 14 - Reached gatekeeper (Rosehill). Adil Abbasi on phone; call ended without conversation.\n2026 May 19 call ended after identity confusion, no renewal discussion.","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:12:08-04:00","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-02-12","pcl_status":"P","pcl_completion_date":"2017-12-18","pf1_status":"P","pf1_completion_date":"2018-04-22","pf2_status":"P","pf2_completion_date":"2018-08-12","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","npi_email_temp":"adeel_a_abbasi@hotmail.com","pcl_completion_date_5":"2022-12-18","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","thewithdrawaldate":"2025-09-03","aitm_status_called":"2026-05-19T11:12:08-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Adeel but was met with a correction that the person on the phone was Adil Abbasi. The call ended shortly after without further conversation or task completion.","aitm_callsummarytitle":"Identity Confirmation Failed, Call Ended","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","old_int_code":"03","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cadb9931a3768a0cfaae15828fc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cadb9931a3768a0cfaae15828fc","number_of_calls_reached":"4","mini_nps":"3","onesentencenotrenewed":"Contact did not engage in renewal discussion.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact corrected the agent's assumption about their identity and did not proceed with the call.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"41038","email":"pipilam@hotmail.com","first_name":"PIPI","last_name":"LAM","phone":"9052745500","orgname":"EDEN OAK HOMES","customer_acct_name":"EDEN OAK HOMES","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"311779","full_name":"PIPI SHUI CHU LAM, CPA, CGA","members_type":"CAND","lead_status":"Refused","do_id":"L25C04902","new_member_date_2":"2022-04-06","city_1":"THORNHILL","province":"ON","language":"English","phone_2":"6472810210","extension_phone_1":"228","area_code":"647","time_zone":"2","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","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04902","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-02-26","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","npi_email_temp":"pipilam@hotmail.com","pcl_completion_date_5":"2027-08-28","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"44630","email":"sonia.bourebrab.cissslav@ssss.gouv.qc.ca","first_name":"Sonia","last_name":"Bourebrab","phone":"4506876452","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"343842","full_name":"Sonia Bourebrab","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-28","paid_thru":"2025-09-30","phone_2":"5147544186","trc":"False","wera":"False","province":"QC","last_act_type":"2024-10-25","language":"French","do_id":"L25C8441","lead_status":"Lapsed Member","time_zone":"2","number_of_passed_courses":"0","temp_do_id_for_auto_old_do_id":"L25C8441","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"sonia.bourebrab.cissslav@ssss.gouv.qc.ca","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"42317","email":"natswilliams@hotmail.com","first_name":"Natalie","last_name":"Williams","phone":"4167355375","orgname":"","customer_acct_name":"","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Natalie Williams","time_zone":"2","language":"English","individual_id":"290383","phone_2":"458705388888889","zerobounce_reason":"(zerobounce invalid)","area_code":"416","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2023-10-31","canceldate":"2024-01-05","new_member_date_2":"2022-11-16","temp_do_id_for_auto_old_do_id":"LB2506589","province":"ON","last_act_type":"2023-03-16","blocnote":"LNC Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T13:39:00-05:00","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","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":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_intcode_for_auto_old_int_code":"06","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"F","pf1_completion_date":"2023-03-12","number_of_passed_courses":"1","onesentencenotrenewed":"","old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C05504","trc":"True","wera":"False","do_id":"LB2506589","npi_email_temp":"natswilliams@hotmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31"}},"seriesid":"163"}
{"contact":{"id":"46385","email":"jade.ostensen@canteragroup.com","first_name":"Jade","last_name":"Ostensen","phone":"6048881717","orgname":"Cantera Management Group Ltd.","customer_acct_name":"Cantera Management Group Ltd.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"271730","full_name":"Jade Ostensen","members_type":"CORP","paid_thru":"2024-01-31","organization_id":"271729","trc":"False","wera":"False","province":"BC","last_act_type":"2024-03-19","language":"English","last_infoline_date_type":"2022-09-28","corp_cancel_date":"2024-04-02","do_id":"L25O3156","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3156","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"jade.ostensen@canteragroup.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41591","email":"tiina.aitchison@gmail.com","first_name":"Tiina","last_name":"Aitchison","phone":"7786787733","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":"337548","full_name":"Tiina Aitchison","lead_status":"Lapsed Member","do_id":"L25C05176","members_type":"CAND","new_member_date_2":"2024-05-09","city_1":"Victoria","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7786787733","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":"L25C05176","last_act_type":"2024-05-16","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T12:57:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"tiina.aitchison@gmail.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"40956","email":"pbcarnegie@gmail.com","first_name":"Pamela","last_name":"Carnegie","phone":"7802223498","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"220234","full_name":"Pamela Carnegie","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P01703","new_member_date_2":"2014-04-25","city_1":"Stony Plain","province":"AB","language":"English","phone_2":"7802223498","area_code":"780","time_zone":"4","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-06-03","cpa_certification":"PCP","paid_thru":"2025-03-31","intcode":"01","blocnote":"Aug 25 2025 vm\n2026 May 14 - Reached voicemail, no contact made.\n2026 May 14 - Contact Pamela answered, declined renewal; Initial-value: Career; Satisfaction 3; Reason not to renew: didn't use membership enough.","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T15:24:35-04:00","temp_do_id_for_auto_old_do_id":"L25P01703","temp_intcode_for_auto_old_int_code":"01","last_infoline_date_type":"2020-06-19","last_conf_date_type":"2017-06-13","last_act_type":"2025-01-09","pcl_status":"P","pcl_completion_date":"2013-12-11","pf1_status":"P","pf1_completion_date":"2014-01-06","pf2_status":"P","pf2_completion_date":"2014-02-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-04-25","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"pbcarnegie@gmail.com","pcl_completion_date_5":"2018-12-11","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","thewithdrawaldate":"2025-06-03","aitm_status_called":"2026-05-14T15:36:45-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent Ellen called Pamela to discuss her lapsed NPI Professional membership; Pamela answered, completed the survey (Initial-value: Advancing your payroll career), declined to renew, and said she didn't use the membership enough. No renewal email was sent.","aitm_callsummarytitle":"Lapsed membership \u2014 declined renewal","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Did not use the membership enough.","initialvalue":"Career","othermemberbenefit":"Not provided","prootherreasonsnottorenew":"No interaction on call; reason not provided.","age_range":"31-45","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fb73722f6a00964b6e6e435a993","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fb73722f6a00964b6e6e435a993","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37604","email":"scottl@pathways4u.com","first_name":"Scott","last_name":"Langridge","phone":"5198354299","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Scott Langridge","language":"English","canceldate":"2024-03-02","time_zone":"2","area_code":"519","members_type":"CAND","new_member_date_2":"2023-01-17","phone_2":"5198354299","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"320690","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25C03233","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":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T14:14:00-05:00","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":"L25C03233","npi_email_temp":"scottl@pathways4u.com","pcl_completion_date_5":"2028-09-09","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31"}},"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":"2025-02-07","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":"46176","email":"jl@meem.on.ca","first_name":"Joyce","last_name":"Lavigne","phone":"5196595188","orgname":"Alpha Door Systems Inc","customer_acct_name":"Alpha Door Systems Inc","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"31771","full_name":"Joyce Lavigne","members_type":"CORP","paid_thru":"2023-08-31","phone_2":"5192687995","organization_id":"61872","trc":"False","wera":"False","province":"ON","last_act_type":"2023-12-10","language":"English","corp_cancel_date":"2023-11-02","do_id":"L25O3646","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3646","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"jl@meem.on.ca","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40000","email":"bfrentz@telus.net","first_name":"Bonnie","last_name":"Rentz","phone":"","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Bonnie Rentz, PCP","language":"English","canceldate":"2026-04-02","cpa_certification":"PCP","time_zone":"5","area_code":"250","members_type":"PRO","new_member_date_2":"2019-12-19","pds_april":"20","cert_status":"ACTIVE","phone_2":"2509639656","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"61610","intcode":"06","blocnote":"July 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-03T17:33:00-04:00","pds_july":"20","paid_thru":"2027-01-31","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2504498","temp_intcode_for_auto_old_int_code":"6","pds_august":"20","pds_september":"20","last_infoline_date_type":"2023-07-20","last_conf_date_type":"2021-06-09","last_act_type":"2026-11-04","pipeline_2_members_only_ast":"","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-04-29","number_of_passed_courses":"1","pds_october":"20","trc":"True","wera":"False","pds_november":"20","do_id":"LB2504498","old_do_id":"L25P00450","npi_email_temp":"bfrentz@telus.net","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"40975","email":"saththiya919@gmail.com","first_name":"Saththiya","last_name":"Gnanachandran","phone":"6479606798","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"323848","full_name":"Saththiya Gnanachandran","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P01714","new_member_date_2":"2023-04-17","city_1":"Markham","province":"ON","language":"English","phone_2":"6479606798","area_code":"647","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-06-03","cpa_certification":"PCP","paid_thru":"2025-03-31","intcode":"06","blocnote":"Aug 25 2025 vm\n2026 May 25 call reached voicemail, no contact with Saththiya\n2026 May 25 call reached voicemail, no contact with Saththiya","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:08-04:00","temp_do_id_for_auto_old_do_id":"L25P01714","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-01-09","pcl_status":"P","pcl_completion_date":"2023-08-27","pf1_status":"P","pf1_completion_date":"2023-12-18","pf2_status":"P","pf2_completion_date":"2024-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-02-28","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"saththiya919@gmail.com","pcl_completion_date_5":"2028-08-27","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","thewithdrawaldate":"2025-06-03","aitm_status_called":"2026-05-25T12:32:06-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call reached voicemail and no conversation with the intended contact 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","session_id":"call_ccf34d62d3bc53e7ec7afbd4028","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ccf34d62d3bc53e7ec7afbd4028","number_of_total_call_attempts":"2"}},"seriesid":"163"}
{"contact":{"id":"40958","email":"saumalya.das@gmail.com","first_name":"Saumalya","last_name":"Das","phone":"2899313185","orgname":"","customer_acct_name":"","tags":"npiAlert13","ip4":"0.0.0.0","fields":{"individual_id":"314854","full_name":"Saumalya Das","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04851","city_1":"Saskatoon","province":"SK","language":"English","phone_2":"2899313185","area_code":"289","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":"L25C04851","last_act_type":"2025-06-06","pcl_status":"P","pcl_completion_date":"2024-11-19","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"saumalya.das@gmail.com","pcl_completion_date_5":"2029-11-19","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
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{"contact":{"id":"40007","email":"alice.fox11@hotmail.com","first_name":"Alice","last_name":"Fox","phone":"2043604240","orgname":"Manitoba Hydro\rPayroll Section - Employee Experience Services Department","customer_acct_name":"Manitoba Hydro\rPayroll Section - Employee Experience Services Department","tags":"npiAlert3, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Alice Fox, PCP","language":"English","canceldate":"2024-07-19","cpa_certification":"CPM","time_zone":"3","area_code":"204","members_type":"CORP","new_member_date_2":"2021-08-30","cert_status":"ACTIVE","phone_2":"2044614336","province":"MB","zerobounce_reason":"valid","lead_status":"Not Relevant","intcode":"99","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"","individual_id":"304406","organization_id":"5607","blocnote":"July 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-03T17:34:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"LB2504218","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2504218","old_int_code":"6","last_act_type":"2026-02-27","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2021-11-21","pf1_status":"P","pf1_completion_date":"2022-04-24","pf2_status":"P","pf2_completion_date":"2022-12-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-05-16","number_of_passed_courses":"4","date_of_renewal_identification":"","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"alice.fox11@hotmail.com","pcl_completion_date_5":"2026-11-21","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40963","email":"ghofraneddari@gmail.com","first_name":"Ghofran","last_name":"Ed-dari","phone":"","orgname":"","customer_acct_name":"","tags":"WR250723","ip4":"0.0.0.0","fields":{"individual_id":"314215","full_name":"Ghofran Ed-dari, PCP","members_type":"PRO","lead_status":"Lapsed Member","new_member_date_2":"2022-07-20","city_1":"Windsor","province":"ON","language":"English","phone_2":"2262464319","area_code":"226","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"ACTIVE","origin":"Lapsed members","found":"DO4 Email","date_of_renewal_identification":"","paid_thru":"2026-03-31","temp_do_id_for_auto_old_do_id":"L25P03195","cpa_certification":"PCP","last_act_type":"2026-05-25","pcl_status":"P","pcl_completion_date":"2022-10-24","pf1_status":"P","pf1_completion_date":"2023-02-06","pf2_status":"P","pf2_completion_date":"2023-04-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-05-17","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"LB2505247","npi_email_temp":"ghofraneddari@gmail.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"31\/03\/2026","latest_paid_thru":"2026-03-31","do_id":"L25P03195","ln_entered_date":"2026-06-02"}},"seriesid":"163"}
{"contact":{"id":"40971","email":"geddesc@telus.net","first_name":"Crystal","last_name":"Geddes","phone":"4032624373","orgname":"YouRhere Inc.","customer_acct_name":"YouRhere Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"221545","full_name":"Crystal Geddes","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P01711","new_member_date_2":"2014-03-31","city_1":"Strathmore","province":"AB","language":"English","phone_2":"5875794260","extension_phone_1":"229","area_code":"587","time_zone":"4","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-06-03","cpa_certification":"PCP","paid_thru":"2025-03-31","intcode":"06","blocnote":"Aug 18 2025 vm\n2026 May 14 - Reached voicemail for Crystal Geddes; no message left\n2026 May 14 - Reached voicemail\/automated system; no human contact.\n2026 May 19 call reached voicemail, office closed for statutory holiday\n2026 May 19 call reached voicemail, no human answer\n2026 May 21 call reached voicemail of Crystal Geddes, no contact made\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:07-04:00","temp_do_id_for_auto_old_do_id":"L25P01711","temp_intcode_for_auto_old_int_code":"6","last_infoline_date_type":"2023-03-28","last_conf_date_type":"2024-08-21","last_act_type":"2025-01-09","pcl_status":"P","pcl_completion_date":"2014-02-26","pf1_status":"P","pf1_completion_date":"2014-02-26","pf2_status":"P","pf2_completion_date":"2014-03-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-02-12","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"geddesc@telus.net","pcl_completion_date_5":"2019-02-26","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","thewithdrawaldate":"2025-06-03","aitm_status_called":"2026-05-21T11:52:06-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail encountered.","initialvalue":"Other","othermemberbenefit":"Not provided","prootherreasonsnottorenew":"Contact not reached; no reason provided.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_445d7214868b53550a9d105e8de","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_445d7214868b53550a9d105e8de","number_of_total_call_attempts":"7"}},"seriesid":"163"}
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{"contact":{"id":"42107","email":"no-email95@ler.com","first_name":"Payroll","last_name":"Department","phone":"4032798661","orgname":"Fleet Brake Parts & Service Ltd.","customer_acct_name":"Fleet Brake Parts & Service Ltd.","tags":"LER_dummy","ip4":"10.13.144.137","fields":{"members_type":"CORP","full_name":"Payroll Department","time_zone":"4","do_id":"L25O00962","language":"English","individual_id":"309455","area_code":"403","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","intcode":"16","blocnote":"Aug 26 2025 vm  Sept 9 2025 we need a name","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T12:47:00-04:00","regular_email_change_date":"2025-08-26T12:56:57-04:00","placeholder_email_change_date":"2025-08-26T12:56:57-04:00","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25O00962","temp_intcode_for_auto_old_int_code":"16","province":"AB","organization_id":"168111","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email95@ler.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","company_paid_thru":"2025-03-31","corp_cancel_date":"2025-06-03","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"41599","email":"sukhpreet1997kaur21@gmail.com","first_name":"Sukhpreet","last_name":"Kaur","phone":"5877037716","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":"330831","full_name":"Sukhpreet Kaur","lead_status":"Lapsed Member","do_id":"L25C05180","members_type":"CAND","new_member_date_2":"2024-05-24","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"587","phone_2":"5877037716","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":"L25C05180","last_act_type":"2024-05-24","pcl_status":"P","pcl_completion_date":"2024-09-03","pf1_status":"F","pf1_completion_date":"2025-01-20","number_of_passed_courses":"1","intcode":"06","blocnote":"Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T12:47:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"sukhpreet1997kaur21@gmail.com","pcl_completion_date_5":"2029-09-03","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
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{"contact":{"id":"37981","email":"brennapatterson143@gmail.com","first_name":"Brenna","last_name":"Patterson","phone":"2506502808","orgname":"North Island College (NIC)","customer_acct_name":"North Island College (NIC)","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Brenna Patterson, CPHR","language":"English","canceldate":"2024-11-02","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C04221","new_member_date_2":"2023-09-13","phone_2":"2506502808","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"329263","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04221","last_act_type":"2023-11-30","pcl_status":"P","pcl_completion_date":"2024-01-22","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T12:21:00-05:00","temp_intcode_for_auto_old_int_code":"06","onesentencenotrenewed":"","trc":"True","wera":"False","npi_email_temp":"brennapatterson143@gmail.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"40825","email":"sandrabullock1979@gmail.com","first_name":"Sandra","last_name":"Tremblay","phone":"4187804321","orgname":"DS Avocats Canada","customer_acct_name":"DS Avocats Canada","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"324498","full_name":"Sandra Tremblay","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05000","new_member_date_2":"2024-04-25","city_1":"Qu\u00e9bec","province":"QC","language":"French","phone_2":"5813076148","area_code":"581","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":"L25C05000","last_act_type":"2024-03-09","pcl_status":"P","pcl_completion_date":"2024-07-19","pf1_status":"F","pf1_completion_date":"2024-11-19","number_of_passed_courses":"1","intcode":"16","blocnote":"lnc. 18 nov 2025 rejoignable que par courrielle","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T10:41:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","trc":"True","wera":"False","npi_email_temp":"sandrabullock1979@gmail.com","pcl_completion_date_5":"2029-07-19","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"41487","email":"jskbhogal@gmail.com","first_name":"Kirn","last_name":"Bhogal","phone":"9052647022","orgname":"Consolidated Dealers","customer_acct_name":"Consolidated Dealers","tags":"250903 Update AST from Mem Portal, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"347173","full_name":"Kirn Bhogal, CHRP","members_type":"AST","do_id":"AST2019","lead_status":"Renewed AST","city_1":"Markham","province":"ON","language":"English","time_zone":"2","area_code":"905","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Pre-membership expiration","blocnote":"May 5 2026 vm\r\nMay 11 2026 vm\r\nMay 14 2026 vm\r\nMay 20 2026 vm\r\nMay 22 2026 vm\r\nMay 26 2026 vm\r\nMay 28 2026 vm\r\nJune 2 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-02T11:55:00-04:00","intcode":"06","paid_thru":"2026-05-31","date_of_renewal_identification":"2025-09-03","new_member_date_2":"2025-06-17","temp_do_id_for_auto_old_do_id":"AST2019","temp_intcode_for_auto_old_int_code":"6","extension_phone_1":"4257","phone_2":"9058153822","last_act_type":"2025-06-17","telemarketing_call_date":"2025-11-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jskbhogal@gmail.com","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31"}},"seriesid":"163"}
{"contact":{"id":"40005","email":"mmpatterson76@hotmail.com","first_name":"Michelle","last_name":"Patterson","phone":"5196612489","orgname":"Corporation of the City of London","customer_acct_name":"Corporation of the City of London","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Michelle Patterson, PCP","language":"English","canceldate":"2024-11-13","cpa_certification":"PCP","extension_phone_1":"5647","time_zone":"2","area_code":"519","members_type":"CORP","new_member_date_2":"2021-12-14","cert_status":"ACTIVE","phone_2":"5196414904","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","intcode":"99","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"62066","organization_id":"58527","blocnote":"July 3 2025 She is now under her company's membership.","dhmsfin_telemarketing_last_contacted_date":"2025-07-03T18:37:00-04:00","old_int_code":"13","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2506492","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2026-12-01","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2022-04-21","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2022-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-09","number_of_passed_courses":"4","paid_thru":"2026-08-31","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506492","old_do_id":"L25P00451","npi_email_temp":"mmpatterson76@hotmail.com","pcl_completion_date_5":"2027-04-21","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39121","email":"mcm226@hotmail.com","first_name":"Mandakini","last_name":"Chawriya","phone":"4165900770","orgname":"Hearing Solutions","customer_acct_name":"Hearing Solutions","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Mandakini Chawriya","language":"English","canceldate":"2025-01-07","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"PRO","new_member_date_2":"2014-11-25","cert_status":"WITHDRAWN","phone_2":"4169164484","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"217047","intcode":"01","blocnote":"Survey completed  She is no longer in payroll . She has just changed to Admin and client services.\n2026 May 19 callback scheduled for 2026-05-20 14:00 - NPI# 39121\n2026 May 20 contact declined renewal due to personal and career changes","dhmsfin_telemarketing_last_contacted_date":"2026-05-20T14:27:08-04:00","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":"Yes","membershipcostspecify":"The membership cost played a role because I am no longer in payroll so I did not want to keep on paying for it.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"I am now in Administration and client services.","hardtoparticipateevents":"No","mini_nps":"5","age_range":"31-45","selfpayrollproficiency":"Strong","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25P00830","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2025-07-04","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","npi_email_temp":"mcm226@hotmail.com","pcl_completion_date_5":"2018-09-05","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","thewithdrawaldate":"2025-01-07","aitm_status_called":"2026-05-20T14:27:08-04:00","number_of_call_attempts":"0","npi_call_back_date_and_time":"2026-05-20T14:00:00-04:00","npi_call_back_time_hour":"14","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent contacted Mandakini regarding her lapsed NPI Professional membership. Mandakini shared that she initially joined to stay current with payroll legislation, rated her experience close to 5, but declined to renew due to personal and career changes. The agent concluded the call after Mandakini declined further survey questions.","aitm_callsummarytitle":"Membership renewal declined due to career change","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"10","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c3ab5c04eb54c7dc80ee8620bfe","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c3ab5c04eb54c7dc80ee8620bfe","onesentencenotrenewed":"I was having some family issues and busy, and now switching career fields so I won't be using the membership much.","initialvalue":"Stay Current","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P00830","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"41423","email":"marites.faina@wcb.ab.ca","first_name":"Marites","last_name":"Faina","phone":"7804988620","orgname":"Workers' Compensation Board of Alberta","customer_acct_name":"Workers' Compensation Board of Alberta","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"133913","full_name":"Marites Faina, PLP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2020-03-23","coidnewmbrdate":"1994-10-01","city_1":"Edmonton","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7809521125","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","canceldate":"2026-01-22","cert_status":"ACTIVE","pds_july":"2","cpa_certification":"CPM","paid_thru":"2026-10-31","intcode":"99","blocnote":"Aug 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-25T11:31:00-04:00","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"LB2506311","temp_intcode_for_auto_old_int_code":"99","organization_id":"9792","pds_august":"2","old_int_code":"6","pds_september":"2","last_infoline_date_type":"2026-03-27","last_act_type":"2026-03-27","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2008-10-14","pf1_status":"P","pf1_completion_date":"2008-11-18","pf2_status":"P","pf2_completion_date":"2008-12-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-03-10","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"2","do_id":"LB2506311","old_do_id":"L25P01806","npi_email_temp":"marites.faina@wcb.ab.ca","pcl_completion_date_5":"2013-10-14","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A","last_conf_date_type":"2026-06-25"}},"seriesid":"163"}
{"contact":{"id":"42324","email":"wanda@hgoe.ca","first_name":"Wanda","last_name":"Reid","phone":"7095965186","orgname":"Harbour Grace Ocean Enterprises","customer_acct_name":"Harbour Grace Ocean Enterprises","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Wanda Reid","time_zone":"1","do_id":"L25C05507","language":"English","individual_id":"298170","phone_2":"7095895562","zerobounce_reason":"(zerobounce invalid)","area_code":"709","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2024-01-31","canceldate":"2024-04-02","new_member_date_2":"2021-02-18","temp_do_id_for_auto_old_do_id":"L25C05507","province":"NL","last_act_type":"2024-10-10","pcl_status":"F","pcl_completion_date":"2021-07-05","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 03 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T08:59:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"wanda@hgoe.ca","pcl_completion_date_5":"2026-07-05","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"42330","email":"susan.gore@essilorusa.com","first_name":"Susan","last_name":"Gore","phone":"2144964041","orgname":"Essilor of American Inc.","customer_acct_name":"Essilor of American Inc.","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Susan Gore","time_zone":"3","do_id":"L25A01927","language":"English","individual_id":"305370","phone_2":"9726187606","zerobounce_reason":"(zerobounce invalid)","area_code":"214","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2023-08-31","canceldate":"2023-11-02","new_member_date_2":"2021-09-21","temp_do_id_for_auto_old_do_id":"L25A01927","province":"TX","last_act_type":"2022-07-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"susan.gore@essilorusa.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T12:36:45-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T12:36:45-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call reached a nonworking number and was disconnected immediately without any conversation.","aitm_callsummarytitle":"Call reached nonworking number","blocnote":"2026 May 08 call reached nonworking number, no conversation","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"The number dialed is no longer in use.","intcode":"16","initialvalue":"Other","astotherreasonsnottorenew":"The phone number is no longer in use.","temp_intcode_for_auto_old_int_code":"16","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8d5d1fd7df46b3648313b0ae22e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8d5d1fd7df46b3648313b0ae22e","number_of_calls_reached":"1","old_int_code":"08"}},"seriesid":"163"}
{"contact":{"id":"40758","email":"info@candobookkeeping.ca","first_name":"Gwendy","last_name":"Donegani","phone":"4033040212","orgname":"Cando Bookkeeping Services","customer_acct_name":"Cando Bookkeeping Services","tags":"250904 Update AST from Mem Portal, npiAlert18, npiAlert20, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"127.0.0.1","fields":{"individual_id":"350768","full_name":"Gwendy Donegani, Non-NP1","members_type":"AST","do_id":"AST1973","lead_status":"Member","new_member_date_2":"2025-05-13","city_1":"Clive","province":"AB","language":"English","phone_2":"4033040212","area_code":"403","time_zone":"4","pipeline_2_members_only_ast":"Pre-membership expiration","pipeline_1_lapsed_members":"","blocnote":"May 14 2026 Survey completed -webinar and renewal emails.\r\n\r\nMay 4 2026 vm\r\nMay 11 2026 vm\r\nMay 26 2026\r\nMay 29 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-29T11:14:00-04:00","intcode":"02","sendwelcomeapplicationform":"2025-06-16T12:32:00-04:00","onesentencenotrenewed":"","source_of_membership":"Recom","job_title":"Bookkeeper","payroll_experience_in_years":"0-1","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":"61+","old_int_code":"06","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","paid_thru":"2026-04-30","temp_do_id_for_auto_old_do_id":"AST1973","temp_intcode_for_auto_old_int_code":"02","last_infoline_date_type":"2026-02-02","last_act_type":"2026-02-02","last_engaged_date":"2026-05-22","telemarketing_call_date":"2025-06-16","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:51-05:00","npi_email_temp":"info@candobookkeeping.ca","apx_entered_date":"2026-03-16","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","mini_nps":"5","testimonial":"NPI has saved me a lot of grief. I get up to date accurate information. If I have a question I can pose it in an email. They respond fairly quickly. It has been very handy.","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-14T11:29:00-04:00","sendapxapplicationform":"2026-05-14T11:29:00-04:00","testimonial_reviewer_name":"Payam","testimonial_reviewed":"NPI has saved me a lot of grief. I always get up-to-date, accurate information, and whenever I have a question, I can simply send an email. They respond fairly quickly, and it has been incredibly handy.","original_language":"English","original_testimonial_translated":"L'INP m'a \u00e9vit\u00e9 bien des soucis. J'y trouve des informations pr\u00e9cises et \u00e0 jour. Si j'ai une question, je peux la poser par courriel. Ils me r\u00e9pondent assez rapidement, ce qui m'a \u00e9t\u00e9 tr\u00e8s utile.","testimonial_sent_date":"2026-05-15T09:43:36-04:00"}},"seriesid":"163"}
{"contact":{"id":"42309","email":"maria.chiu@equans.com","first_name":"Maria","last_name":"Chiu","phone":"5713794001","orgname":"The Arcticom Group Canada","customer_acct_name":"The Arcticom Group Canada","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"members_type":"PRO","full_name":"Maria Lourdes Chiu","time_zone":"2","language":"English","individual_id":"198304","zerobounce_reason":"(zerobounce invalid)","area_code":"514","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","pds_july":"3","cpa_certification":"PCP","cert_status":"WITHDRAWN","paid_thru":"2025-09-30","canceldate":"2024-12-04","new_member_date_2":"2013-10-11","temp_do_id_for_auto_old_do_id":"L25P02601","province":"BC","pds_august":"3","pds_september":"3","date_of_renewal_identification":"","last_infoline_date_type":"2024-12-02","last_act_type":"2025-08-09","do_id":"L25P02601","old_do_id":"L25P02042","pipeline_2_members_only_ast":"","pcl_status":"P","pcl_completion_date":"2012-07-04","pf1_status":"P","pf1_completion_date":"2012-07-19","pf2_status":"P","pf2_completion_date":"2012-08-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-09-21","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"maria.chiu@equans.com","pcl_completion_date_5":"2017-07-04","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30","thewithdrawaldate":"2024-12-04","aitm_status_called":"2026-05-21T11:02:06-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:02:06-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Maria Chiu but was informed by the contact that Maria is not available at this number. The call ended after confirming the contact was not the intended person.","aitm_callsummarytitle":"Wrong Contact Number - Maria Chiu Not Available","blocnote":"2026 May 19 call to Equon Services, no manager named Maria Chiu available\n2026 May 21 call ended after contact confirmed Maria Chiu is not at this number.","notrenewedwanttorenew":"No","intcode":"0","npi_voicemaildetection":"No","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_54de8c4fd52cd3d7da4b49991f5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_54de8c4fd52cd3d7da4b49991f5","number_of_calls_reached":"2","mini_nps":"3","onesentencenotrenewed":"Contact indicated the intended person is not at this number.","initialvalue":"Other","prootherreasonsnottorenew":"Contact not available at this number; wrong person reached.","old_int_code":"08","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"39967","email":"holly.xu@adp.com","first_name":"Hong","last_name":"Xu","phone":"8779590026","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Hong Xu, PLP","language":"English","canceldate":"2023-07-24","cpa_certification":"CPM","extension_phone_1":"893374","time_zone":"2","area_code":"877","members_type":"CORP","do_id":"","new_member_date_2":"2014-08-15","cert_status":"ACTIVE","phone_2":"6478386718","province":"ON","zerobounce_reason":"catch-all","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"227551","organization_id":"8176","pipeline_2_members_only_ast":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"L25P00920","last_act_type":"2026-12-01","company_paid_thru":"2026-12-31","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":"2015-03-09","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"holly.xu@adp.com","pcl_completion_date_5":"2019-12-15","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"L25P00920","company_status":"A"}},"seriesid":"163"}
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{"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, TMAI","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","latest_paid_thru":"2023-09-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:46-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:40-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to the contact but went to voicemail immediately without any conversation.","aitm_callsummarytitle":"Voicemail reached, no contact","blocnote":"2026 May 08 call reached voicemail, no conversation\n2026 May 08 call went to voicemail, no contact reached\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail after brief interaction\n2026 May 15 call reached voicemail, no contact made","notrenewedwanttorenew":"No","intcode":"06","npi_voicemaildetection":"Yes","ivrdetector":"Yes","temp_intcode_for_auto_old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2ca3b1141018fb7b6d7b83351dd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2ca3b1141018fb7b6d7b83351dd","mini_nps":"1","onesentencenotrenewed":"No contact was reached; call went to voicemail."}},"seriesid":"163"}
{"contact":{"id":"42388","email":"jonjessaf@gmail.com","first_name":"Jessica","last_name":"Safronovich","phone":"5197400550","orgname":"Mammoet Canada Eastern Ltd","customer_acct_name":"Mammoet Canada Eastern Ltd","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"332696","full_name":"Jessica Safronovich","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2024-01-02","city_1":"Fort Saskatchewan","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7806217280","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2026-11-30","date_of_renewal_identification":"2025-09-11","temp_do_id_for_auto_old_do_id":"LB2505709","cert_status":"ACTIVE","organization_id":"65851","cpa_certification":"PCP","last_infoline_date_type":"2026-06-01","last_act_type":"2026-06-01","company_paid_thru":"2027-03-31","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-06-12","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","pcp_we":"APPROVED","old_do_id":"L25C05582","npi_email_temp":"jonjessaf@gmail.com","pcl_completion_date_5":"2029-05-01","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42254","email":"hamzafarooqi02@icloud.com","first_name":"Hamza","last_name":"Farooqi","phone":"6475537645","orgname":"Sheridan","customer_acct_name":"Sheridan","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":"Hamza Farooqi","time_zone":"2","do_id":"L25C05327","language":"English","individual_id":"337493","phone_2":"6475537645","zerobounce_reason":"invalid","area_code":"905","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2025-04-30","canceldate":"2025-07-04","new_member_date_2":"2024-05-08","province":"ON","temp_do_id_for_auto_old_do_id":"L25C05327","last_act_type":"2024-07-05","intcode":"06","blocnote":"LNC \/ 02 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T15:57:00-05:00","temp_intcode_for_auto_old_int_code":"06","old_int_code":"16","pcl_status":"F","pcl_completion_date":"2024-08-22","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"hamzafarooqi02@icloud.com","pcl_completion_date_5":"2029-08-22","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"40861","email":"joyce6677kevin@gmail.com","first_name":"Lihong","last_name":"Yang","phone":"4035107606","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":"335269","full_name":"Lihong Yang","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05021","new_member_date_2":"2024-04-15","city_1":"Surrey","province":"BC","language":"English","phone_2":"4035107606","area_code":"403","time_zone":"4","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":"L25C05021","last_act_type":"2026-02-22","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":"2025-11-18T11:16:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"joyce6677kevin@gmail.com","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"40987","email":"ameliahhliu@gmail.com","first_name":"Hui","last_name":"Liu","phone":"7788899063","orgname":"Fortis BC Energy Inc","customer_acct_name":"Fortis BC Energy Inc","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"258532","full_name":"Hui Hui Liu, PLP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2023-04-14","organization_id":"8370","coidnewmbrdate":"2009-12-14","city_1":"Coquitlam","province":"BC","language":"English","phone_2":"7788899063","area_code":"778","time_zone":"5","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","canceldate":"2025-05-30","cpa_certification":"CPM","temp_do_id_for_auto_old_do_id":"LB2504266","old_do_id":"LB2504266","last_infoline_date_type":"2018-02-05","last_act_type":"2026-12-01","paid_thru":"2026-11-30","company_paid_thru":"2026-11-30","pcl_status":"P","pcl_completion_date":"2018-03-21","pf1_status":"P","pf1_completion_date":"2018-10-21","pf2_status":"P","pf2_completion_date":"2019-03-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-05-10","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ameliahhliu@gmail.com","pcl_completion_date_5":"2023-03-21","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39115","email":"meaghanmcdonnell13@gmail.com","first_name":"Meaghan","last_name":"McDonnell","phone":"4164331991","orgname":"Centennial College","customer_acct_name":"Centennial College","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Meaghan McDonnell","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2023-05-10","phone_2":"4164331991","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324869","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03648","last_act_type":"2023-08-21","pcl_status":"F","pcl_completion_date":"2023-08-21","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T14:26:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"meaghanmcdonnell13@gmail.com","pcl_completion_date_5":"2028-08-21","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03648"}},"seriesid":"163"}
{"contact":{"id":"37583","email":"mjlepinay@hotmail.com","first_name":"Marie-Jos\u00e9e","last_name":"L\u00e9pinay","phone":"4186513220","orgname":"F\u00e9d\u00e9ration des Centres de Services Scolaires du Qu\u00e9bec","customer_acct_name":"F\u00e9d\u00e9ration des Centres de Services Scolaires du Qu\u00e9bec","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Marie-Jos\u00e9e L\u00e9pinay","language":"French","canceldate":"2024-09-04","time_zone":"2","area_code":"418","members_type":"CAND","do_id":"L25C03922","new_member_date_2":"2023-07-13","phone_2":"4188380272","province":"QC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"326944","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03922","last_act_type":"2023-07-13","pcl_status":"F","pcl_completion_date":"2024-01-22","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"lnc\r\n27 nov 2025 retraiter","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T09:58:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","npi_email_temp":"mjlepinay@hotmail.com","pcl_completion_date_5":"2029-01-22","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"42349","email":"anna.rudaia@gsmv.ca","first_name":"Anna","last_name":"Rudaia","phone":"5149895520","orgname":"Groupe SMV","customer_acct_name":"Groupe SMV","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Anna Rudaia, Comptable","extension_phone_1":"106","time_zone":"2","do_id":"L25C05525","language":"French","individual_id":"299283","phone_2":"4389945308","zerobounce_reason":"(zerobounce invalid)","area_code":"514","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2023-05-31","canceldate":"2023-08-02","new_member_date_2":"2022-06-20","temp_do_id_for_auto_old_do_id":"L25C05525","province":"QC","last_act_type":"2024-05-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"anna.rudaia@gsmv.ca","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"37607","email":"radhikazsharma29@gmail.com","first_name":"Radhika","last_name":"Sharma","phone":"","orgname":"TD Canada Trust","customer_acct_name":"TD Canada Trust","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Radhika Sharma","language":"English","canceldate":"2024-06-04","time_zone":"4","area_code":"587","members_type":"AST","do_id":"L25A01591","new_member_date_2":"2023-05-01","phone_2":"5877171601","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"324439","intcode":"06","blocnote":"June 16 2025 Number can not be completed msg\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:44-04:00","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25A01591","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2023-06-28","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"radhikazsharma29@gmail.com","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:22:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","old_int_code":"7","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ae432ec3e8ec4b6567ec3d52944","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ae432ec3e8ec4b6567ec3d52944","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"37601","email":"danedubmaiko@gmail.com","first_name":"Danielle","last_name":"Doma","phone":"4169107773","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Danielle Doma","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"416","members_type":"CAND","do_id":"L25C03474","new_member_date_2":"2023-07-05","phone_2":"4169107773","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"323386","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03474","last_act_type":"2023-06-07","pcl_status":"P","pcl_completion_date":"2023-05-30","pf1_status":"F","pf1_completion_date":"2023-09-28","pf2_status":"F","pf2_completion_date":"2023-07-18","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T11:14:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"danedubmaiko@gmail.com","pcl_completion_date_5":"2028-05-30","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"39988","email":"lorettae123@gmail.com","first_name":"Loretta","last_name":"Elderkin","phone":"5063872012","orgname":"The Salvation Army Lakeview Manor","customer_acct_name":"The Salvation Army Lakeview Manor","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Loretta Elderkin","language":"English","canceldate":"2024-08-02","cpa_certification":"PCP","time_zone":"1","area_code":"506","members_type":"PRO","new_member_date_2":"2019-06-25","cert_status":"WITHDRAWN_CPE","phone_2":"458076145833333","province":"NB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"276244","intcode":"01","blocnote":"July 4 2025 vm\r\nLN \/ 06 October 2025 Survey compeletd\n2026 May 11 call reached voicemail, no direct contact made\n2026 May 13 - Gatekeeper answered; Loretta out, back Friday; callback scheduled for 2026-05-15 10:00 - NPI# 39988\n2026 May 15 contact declined renewal due to cost","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T10:28:27-04:00","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25P01301","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2025-04-24","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":"No complimentary advantages like courses","membershipcost":"Yes","membershipcostspecify":"Expensive","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"expecting complimentary webinars","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"because it came with a cost","engagingstrategiesspecify":"it depends what you have to offer","mini_nps":"3","age_range":"46-60","selfpayrollproficiency":"Advance","old_int_code":"03","pcl_status":"P","pcl_completion_date":"2019-09-30","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":"2021-03-19","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"lorettae123@gmail.com","pcl_completion_date_5":"2024-09-30","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","thewithdrawaldate":"2024-08-02","aitm_status_called":"2026-05-15T10:28:27-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Loretta regarding her lapsed Professional membership with the National Payroll Institute. Loretta declined to renew due to the cost despite the agent explaining the benefits and value of membership. The call ended with the agent thanking Loretta for her time.","aitm_callsummarytitle":"Membership Renewal Declined Due to Cost","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_be26742e982c7565a5c1599529b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_be26742e982c7565a5c1599529b","npi_call_back_date_and_time":"2026-05-15T10:00:00-04:00","npi_call_back_time_hour":"10","npi_call_back_time_minute":"00","initialvalue":"Stay Current","onesentencenotrenewed":"Expensive.","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P01301","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"41489","email":"erica@edmontonriverboat.ca","first_name":"Erica","last_name":"Ellis","phone":"7809376239","orgname":"Edmonton Riverboat","customer_acct_name":"Edmonton Riverboat","tags":"250903 Update AST from Mem Portal, npiAlert18, 2512 Active AST approached, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"352014","full_name":"Erica Ellis, CPHR","members_type":"AST","do_id":"AST2021","lead_status":"Member","city_1":"Edmonton","province":"AB","language":"English","time_zone":"4","area_code":"780","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Pre-membership expiration","blocnote":"MAy 5 2026 completed with renewal ( however she didnt get the approval for the renewal yet but still thinking about it) sent both emails","dhmsfin_telemarketing_last_contacted_date":"2026-05-05T11:04:00-04:00","intcode":"02","sendwelcomeapplicationform":"2025-07-14T12:34:00-04:00","onesentencenotrenewed":"","source_of_membership":"Recom","job_title":"BenefitsAdmin","payroll_experience_in_years":"0-1","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":"31-45","paid_thru":"2026-05-31","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","new_member_date_2":"2025-06-19","temp_do_id_for_auto_old_do_id":"AST2021","temp_intcode_for_auto_old_int_code":"02","last_infoline_date_type":"2025-10-21","last_act_type":"2025-10-21","telemarketing_call_date":"2025-07-14","number_of_passed_courses":"0","trc":"False","wera":"False","sendaidate":"2025-12-01T10:13:46-05:00","last_engaged_date":"2026-05-05","npi_email_temp":"erica@edmontonriverboat.ca","apx_entered_date":"2026-04-16","old_int_code":"25","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","mini_nps":"5","testimonial":"N\/A","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-05T11:03:00-04:00","sendapxapplicationform":"2026-05-05T11:03:00-04:00"}},"seriesid":"163"}
{"contact":{"id":"42058","email":"fikietebeyene@gmail.com","first_name":"Fikirte","last_name":"Beyene","phone":"7806193394","orgname":"","customer_acct_name":"","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Fikirte Beyene","time_zone":"4","do_id":"L25C05561","language":"English","individual_id":"316488","phone_2":"7806193394","zerobounce_reason":"(zerobounce invalid)","area_code":"780","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2023-08-31","intcode":"06","blocnote":"LNC \/ 02 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T15:51:00-05:00","canceldate":"2023-11-02","new_member_date_2":"2022-09-08","temp_do_id_for_auto_old_do_id":"L25C05561","temp_intcode_for_auto_old_int_code":"6","province":"AB","last_act_type":"2022-07-09","pcl_status":"F","pcl_completion_date":"2023-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","npi_email_temp":"fikietebeyene@gmail.com","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"41122","email":"aleblanc@groupehumaco.com","first_name":"Alexandra","last_name":"Leblanc","phone":"5142082844","orgname":"Groupe Humaco","customer_acct_name":"Groupe Humaco","tags":"npiAlert13, 250903 Update AST from Mem Portal, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"individual_id":"351009","full_name":"Alexandra Leblanc","members_type":"AST","lead_status":"Lapsed Member","do_id":"L25A03025","new_member_date_2":"2025-06-02","city_1":"L\u00e9vis","province":"QC","language":"French","time_zone":"2","area_code":"514","phone_2":"4185725481","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","intcode":"15","paid_thru":"2026-05-31","temp_do_id_for_auto_old_do_id":"L25A03025","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2026-07-04","telemarketing_call_date":"2025-10-17","sendaigeneral":"2025-10-17T11:59:00-04:00","blocnote":"ai . compl\u00e9ter 17 oct 2025 envoie courriel #2\n2026 May 08 call started but ended early after initial introduction","sendoctoberemail":"2025-10-17T11:59:27-04:00","sendaidatefr":"2025-12-01T10:13:34-05:00","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-10-17T12:00:00-04:00","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":"aleblanc@groupehumaco.com","canceldate":"2026-04-07","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","old_do_id":"AST1999","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:54-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent reached Alexandra and introduced herself, mentioning the lapsed Associate membership and the intent to ask questions about the membership experience. However, the call ended abruptly after the initial exchange without further conversation or survey questions.","aitm_callsummarytitle":"Call ended after initial introduction","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ea267b8bcd7a7e83c84f99938ad","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ea267b8bcd7a7e83c84f99938ad","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"42287","email":"no-email62@ler.com","first_name":"Kimberly","last_name":"Cox","phone":"2504255222","orgname":"CMHA Kootenays","customer_acct_name":"CMHA Kootenays","tags":"LER_dummy","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Kimberly Cox","extension_phone_1":"3052","time_zone":"5","language":"English","individual_id":"315299","phone_2":"2504175675","area_code":"250","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"Sept 3 2025 she doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T16:06:00-04:00","old_int_code":"16","canceldate":"2023-12-02","new_member_date_2":"2022-10-06","paid_thru":"2023-09-30","temp_do_id_for_auto_old_do_id":"LB2506693","temp_intcode_for_auto_old_int_code":"21","province":"BC","organization_id":"315301","last_act_type":"2023-09-16","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C05487","pcl_status":"P","pcl_completion_date":"2023-01-27","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2506693","npi_email_temp":"no-email62@ler.com","pcl_completion_date_5":"2028-01-27","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30"}},"seriesid":"163"}
{"contact":{"id":"38026","email":"ruuruu33@gmail.com","first_name":"Kaoru","last_name":"Strimas","phone":"7054450231","orgname":"Blue Mountain Resorts LP","customer_acct_name":"Blue Mountain Resorts LP","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Kaoru Strimas, PCP","language":"English","canceldate":"2024-05-16","cpa_certification":"PCP","time_zone":"2","area_code":"705","members_type":"CORP","new_member_date_2":"2004-10-12","pds_april":"1","cert_status":"ACTIVE","phone_2":"7054877908","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","intcode":"99","pipeline_1_lapsed_members":"Renewed lapsed","onesentencenotrenewed":" ","individual_id":"83697","organization_id":"296126","blocnote":"June 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T10:19:00-04:00","pipeline_2_members_only_ast":"","pds_july":"1","temp_do_id_for_auto_old_do_id":"L25O04532","temp_intcode_for_auto_old_int_code":"99","pds_august":"1","old_do_id":"LB2507035","old_int_code":"6","pds_september":"1","last_infoline_date_type":"2024-10-30","last_act_type":"2026-12-01","company_paid_thru":"2026-11-30","pf2_status":"P","pf2_completion_date":"2007-04-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-04-23","number_of_passed_courses":"2","pds_october":"1","paid_thru":"2026-11-30","trc":"True","wera":"False","pds_november":"1","do_id":"L25O04532","date_of_renewal_identification":"2026-05-28","npi_email_temp":"ruuruu33@gmail.com","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41341","email":"mariloupedrosa7@gmail.com","first_name":"Marilou","last_name":"Pedrosa","phone":"2049858770","orgname":"Manitoba Public Insurance","customer_acct_name":"Manitoba Public Insurance","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"334733","full_name":"Marilou Pedrosa","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2024-02-26","coidnewmbrdate":"1991-07-01","city_1":"Winnipeg","province":"MB","language":"English","time_zone":"3","area_code":"204","phone_2":"2042920996","pipeline_2_members_only_ast":"","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":"LB2506306","cert_status":"ACTIVE","organization_id":"8099","cpa_certification":"PCP","last_act_type":"2026-03-26","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2024-07-02","pf1_status":"P","pf1_completion_date":"2024-10-21","pf2_status":"P","pf2_completion_date":"2025-02-10","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","old_do_id":"L25C05122","npi_email_temp":"mariloupedrosa7@gmail.com","pcp_we":"APPROVED","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42340","email":"dkwerenka@hotmail.com","first_name":"Katelyn","last_name":"Werenka","phone":"4033896511","orgname":"Airdrie Chrysler Dodge Jeep","customer_acct_name":"Airdrie Chrysler Dodge Jeep","tags":"npiAlert13, NPI LN sent to TM","ip4":"10.13.135.181","fields":{"members_type":"CAND","full_name":"Katelyn Werenka","time_zone":"4","do_id":"L25C05518","language":"English","individual_id":"329864","phone_2":"4033896511","zerobounce_reason":"(zerobounce invalid)","area_code":"403","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2024-10-31","intcode":"17","blocnote":"Dec 12 2025 email corrected ( no renewal)","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T11:57:00-05:00","old_int_code":"06","canceldate":"2025-01-07","new_member_date_2":"2023-10-25","temp_do_id_for_auto_old_do_id":"L25C05518","temp_intcode_for_auto_old_int_code":"17","province":"AB","last_act_type":"2025-01-16","pcl_status":"F","pcl_completion_date":"2024-02-05","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","sendapplicationform":"2025-12-12T11:55:00-05:00","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","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","mini_nps":"","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"Yes","regular_email_change_date":"2025-12-12T12:10:42-05:00","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","npi_email_temp":"dkwerenka@hotmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"40027","email":"sofiafilipow@hotmail.com","first_name":"Sofia","last_name":"Filipow","phone":"5146936558","orgname":"CIUSSS de l'Ouest de L'Ile de Montr\u00e9al","customer_acct_name":"CIUSSS de l'Ouest de L'Ile de Montr\u00e9al","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sofia Filipow","language":"English","canceldate":"2023-10-03","cpa_certification":"PCP","time_zone":"2","area_code":"514","members_type":"PRO","do_id":"L25P01307","new_member_date_2":"2021-08-12","cert_status":"WITHDRAWN","phone_2":"4383929179","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"277557","intcode":"16","blocnote":"July 3 2025 vm\r\nAW \/ 03 October 2025 No one by that name","dhmsfin_telemarketing_last_contacted_date":"2025-10-06T10:23:00-04:00","paid_thru":"2023-07-31","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P01307","temp_intcode_for_auto_old_int_code":"16","last_act_type":"2024-01-01","old_int_code":"12","pcl_status":"P","pcl_completion_date":"2019-09-03","pf1_status":"P","pf1_completion_date":"2019-11-05","pf2_status":"P","pf2_completion_date":"2019-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-21","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sofiafilipow@hotmail.com","pcl_completion_date_5":"2024-09-03","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"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":"260522 Lapsed DEL","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","temp_do_id_for_auto_old_do_id":"LB2506615","old_do_id":"LB2506615","last_act_type":"2026-12-01","company_paid_thru":"2027-03-31","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","npi_email_temp":"neha.agarwal3088@gmail.com","pcl_completion_date_5":"2025-08-09","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","do_id":"","company_status":"A"}},"seriesid":"163"}
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{"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":"2024-01-04","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","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
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{"contact":{"id":"41016","email":"helenwei82@gmail.com","first_name":"Xing","last_name":"Wei","phone":"2504144782","orgname":"Victoria Cool Aid Society","customer_acct_name":"Victoria Cool Aid Society","tags":"WR250813, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"317647","full_name":"Xing Wei, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2022-10-18","city_1":"Victoria","province":"BC","language":"English","phone_2":"4317776176","area_code":"431","time_zone":"3","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","coidnewmbrdate":"14\/11\/08 00:00","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","intcode":"99","blocnote":"Aug 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-25T11:12:00-04:00","canceldate":"2025-08-08","paid_thru":"2027-06-30","temp_do_id_for_auto_old_do_id":"LB2505385","temp_intcode_for_auto_old_int_code":"99","cert_status":"ACTIVE","organization_id":"138092","cpa_certification":"PCP","old_int_code":"6","last_act_type":"2026-12-01","company_paid_thru":"2027-06-30","pcl_status":"P","pcl_completion_date":"2023-02-16","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2023-07-26","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":"LB2505385","old_do_id":"L25P01737","npi_email_temp":"helenwei82@gmail.com","pcl_completion_date_5":"2028-02-16","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"46215","email":"no-email396@ler.com","first_name":"Amanda","last_name":"Scott","phone":"7809896740","orgname":"The Answer Company Consulting Ltd.","customer_acct_name":"The Answer Company Consulting Ltd.","tags":"LER_dummy, 251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"278020","full_name":"Amanda Scott","members_type":"CORP","paid_thru":"2025-01-31","organization_id":"273128","trc":"False","wera":"False","province":"AB","last_act_type":"2024-09-12","language":"English","last_infoline_date_type":"2023-07-13","corp_cancel_date":"2025-04-02","do_id":"L25O3137","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","temp_do_id_for_auto_old_do_id":"L25O3137","npi_email_temp":"no-email396@ler.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","company_status":"I"}},"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","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"38032","email":"ericmak85@gmail.com","first_name":"Ericson","last_name":"Salazar","phone":"4038360797","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ericson Salazar","language":"English","canceldate":"2024-08-02","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C03727","new_member_date_2":"2023-06-12","phone_2":"4038360797","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"325577","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25C03727","last_act_type":"2023-12-06","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":"2025-11-26T16:36:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ericmak85@gmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"42341","email":"jlsande1997@gmail.com","first_name":"Loretta","last_name":"Sande","phone":"4038457633","orgname":"","customer_acct_name":"","tags":"payrollcompliance visited, Unsub, npiAlert13, NPI LN sent to TM","ip4":"10.13.141.136","fields":{"members_type":"CAND","full_name":"Loretta Sande","time_zone":"4","do_id":"L25C05519","language":"English","individual_id":"283052","phone_2":"4037293008","zerobounce_reason":"(zerobounce invalid)","area_code":"403","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2022-10-31","canceldate":"2023-01-05","new_member_date_2":"2019-11-18","temp_do_id_for_auto_old_do_id":"L25C05519","province":"AB","last_act_type":"2022-04-26","pcl_status":"P","pcl_completion_date":"2020-03-01","pf1_status":"P","pf1_completion_date":"2021-02-21","number_of_passed_courses":"2","trc":"True","wera":"False","regular_email_change_date":"2025-12-04T11:14:17-05:00","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","sendapplicationform":"2025-12-04T11:14:00-05:00","blocnote":"Dec 4 2025 completed without renewal and email changed","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T11:15:00-05:00","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":"Yes","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","mini_nps":"","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"17","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_intcode_for_auto_old_int_code":"17","last_engaged_date":"2025-12-08","unsub_reason":"I'm not interested in payroll issues anymore.","npi_email_temp":"jlsande1997@gmail.com","pcl_completion_date_5":"2025-03-01","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31"}},"seriesid":"163"}
{"contact":{"id":"42350","email":"admin@servicedepaie.com","first_name":"Michel","last_name":"Beausejour","phone":"5148274030","orgname":"Service De Paie.com","customer_acct_name":"Service De Paie.com","tags":"npiAlert13, NPI LN sent to TM","ip4":"10.13.137.207","fields":{"members_type":"CAND","full_name":"Michel Beausejour","time_zone":"2","do_id":"L25C05526","language":"English","individual_id":"310585","zerobounce_reason":"(zerobounce invalid)","area_code":"514","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2023-02-28","canceldate":"2023-05-02","new_member_date_2":"2022-03-01","temp_do_id_for_auto_old_do_id":"L25C05526","province":"QC","last_act_type":"2022-07-07","pcl_status":"F","pcl_completion_date":"2022-06-20","sendapplicationform":"2025-10-29T13:45:00-04:00","blocnote":"LNC \/ 03 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T09:00:00-05:00","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":"Yes","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"","notrenewedother":"","notrenewednotused":"No","notrenewedwanttorenew":"No","mini_nps":"4","notrenewedcpehard":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewedoutsourced":"No","intcode":"06","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","temp_intcode_for_auto_old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","number_of_passed_courses":"0","trc":"False","wera":"False","onesentencenotrenewed":"","old_int_code":"19","npi_email_temp":"admin@servicedepaie.com","pcl_completion_date_5":"2027-06-20","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28"}},"seriesid":"163"}
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{"contact":{"id":"40989","email":"liushoueri@gmail.com","first_name":"Shu","last_name":"Liu","phone":"5149548219","orgname":"International Civil Aviation Organization","customer_acct_name":"International Civil Aviation Organization","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"295505","full_name":"Shu Wan Liu","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P01722","new_member_date_2":"2021-04-09","organization_id":"300699","city_1":"Pointe-Claire","province":"QC","language":"French","phone_2":"5148123889","extension_phone_1":"6537","area_code":"514","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-06-03","cpa_certification":"SCPQ","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25P01722","last_act_type":"2025-01-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-06-02","number_of_passed_courses":"1","intcode":"16","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T14:22:00-05:00","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"liushoueri@gmail.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"40996","email":"kaylenskyy@gmail.com","first_name":"Kaylen","last_name":"Goodwin","phone":"4162187095","orgname":"Smith + Andersen","customer_acct_name":"Smith + Andersen","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"336516","full_name":"Kaylen Goodwin","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04872","new_member_date_2":"2024-04-25","city_1":"Toronto","province":"ON","language":"English","phone_2":"4166300539","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":"L25C04872","last_act_type":"2024-11-29","pcl_status":"F","pcl_completion_date":"2024-08-05","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"05","blocnote":"LNC Dec 2 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T14:56:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"05","npi_email_temp":"kaylenskyy@gmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"40074","email":"marijanau@outlook.com","first_name":"Marijana","last_name":"Dudas","phone":"5198884567","orgname":"University of Waterloo","customer_acct_name":"University of Waterloo","tags":"npiAlert3, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Marijana Dudas, PCP","language":"English","canceldate":"2024-09-10","cpa_certification":"PCP","time_zone":"2","area_code":"519","members_type":"CORP","new_member_date_2":"2021-10-19","cert_status":"ACTIVE","phone_2":"3066419465","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"305916","organization_id":"177223","intcode":"99","blocnote":"July 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-04T14:43:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2506304","temp_intcode_for_auto_old_int_code":"99","old_int_code":"6","date_of_renewal_identification":"2026-05-28","last_act_type":"2026-12-01","company_paid_thru":"2026-09-30","pcl_status":"P","pcl_completion_date":"2022-02-16","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":"2022-06-20","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506304","old_do_id":"L25P01560","npi_email_temp":"marijanau@outlook.com","pcl_completion_date_5":"2027-02-16","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38122","email":"christiebeck220@gmail.com","first_name":"Christie","last_name":"Sheehan","phone":"2502141971","orgname":"Seasons Health Therapies","customer_acct_name":"Seasons Health Therapies","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Christie Sheehan","language":"English","canceldate":"2024-08-02","cpa_certification":"PCP","time_zone":"5","area_code":"250","members_type":"PRO","do_id":"L25P00746","new_member_date_2":"2012-04-30","cert_status":"WITHDRAWN","phone_2":"2506828330","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"193611","intcode":"15","blocnote":"June 17 2025 vm\r\nSept 4 2025 There is no one by the name Christie at first number, 2nd number vm\n2026 May 12 call reached voicemail, no contact made\n2026 May 12 call reached voicemail, no contact made\n2026 May 14 - reached voicemail; no contact made\n2026 May 14 - Reached voicemail; no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 brief contact with Kurt at KV Mechanical, asked for Christie","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:08-04:00","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25P00746","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2024-09-16","pcl_status":"P","pcl_completion_date":"2012-02-08","pf1_status":"P","pf1_completion_date":"2012-03-07","pf2_status":"P","pf2_completion_date":"2012-04-04","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-05-01","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"christiebeck220@gmail.com","pcl_completion_date_5":"2017-02-08","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","thewithdrawaldate":"2024-08-02","aitm_status_called":"2026-05-21T12:32:08-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called KV Mechanical and spoke briefly with Kurt, who answered the phone. The agent asked to speak with Christie, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Brief contact with gatekeeper","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_708b5e4ce5a1d64a5ad37b083f1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_708b5e4ce5a1d64a5ad37b083f1","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail left.","initialvalue":"Other","othermemberbenefit":"No response","prootherreasonsnottorenew":"Left blank due to no contact","age_range":"Preferred not to say","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"38065","email":"bethmazilliams@gmail.com","first_name":"Elizabeth","last_name":"Williams","phone":"9057069887","orgname":"Aecon Industrial","customer_acct_name":"Aecon Industrial","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Elizabeth Williams","language":"English","canceldate":"2023-02-02","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25P00491","new_member_date_2":"2004-12-16","pds_april":"3","cert_status":"WITHDRAWN","phone_2":"9057069887","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"84970","intcode":"01","blocnote":"June 17 2025 vm\r\nLN \/ 02 October 2025 Survey completed","dhmsfin_telemarketing_last_contacted_date":"2025-10-02T10:35:00-04:00","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pds_july":"3","paid_thru":"2022-11-30","temp_do_id_for_auto_old_do_id":"L25P00491","temp_intcode_for_auto_old_int_code":"01","pds_august":"3","old_int_code":"21","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","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":"46 to 60 years","selfpayrollproficiency":"Strong","pds_september":"3","last_act_type":"2023-03-05","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"bethmazilliams@gmail.com","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"40976","email":"muhammadfaisal0717@gmail.com","first_name":"Muhammad","last_name":"Faisal","phone":"6477647894","orgname":"Monal Karahi Tikka","customer_acct_name":"Monal Karahi Tikka","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"331542","full_name":"Muhammad Faisal","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04861","new_member_date_2":"2024-04-03","city_1":"Mississauga","province":"ON","language":"English","phone_2":"6477647894","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":"L25C04861","last_act_type":"2024-03-04","pcl_status":"P","pcl_completion_date":"2024-06-20","pf1_status":"P","pf1_completion_date":"2024-02-05","pf2_status":"P","pf2_completion_date":"2024-03-27","number_of_passed_courses":"3","blocnote":"Nov 10 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T14:36:00-05:00","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":"31 to 45 years","selfpayrollproficiency":"Strong","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","date_of_renewal_identification":"","trc":"True","wera":"False","npi_email_temp":"muhammadfaisal0717@gmail.com","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"46177","email":"nbatla@centredmv.com","first_name":"Nouhaila","last_name":"Batla","phone":"5146338888","orgname":"Centre V\u00e9t\u00e9rinaire DMV","customer_acct_name":"Centre V\u00e9t\u00e9rinaire DMV","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"274481","full_name":"Nouhaila Batla","members_type":"CORP","paid_thru":"2023-06-30","phone_2":"5145501071","organization_id":"174091","pcl_status":"P","pcl_completion_date":"2019-05-06","pf1_status":"P","pf1_completion_date":"2019-06-10","pf2_status":"P","pf2_completion_date":"2019-07-09","trc":"True","wera":"False","province":"QC","last_act_type":"2022-09-23","language":"French","last_infoline_date_type":"2022-09-23","corp_cancel_date":"2023-09-02","do_id":"L25O3133","number_of_passed_courses":"3","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":"L25O3133","npi_email_temp":"nbatla@centredmv.com","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","company_paid_thru":"2023-06-30","company_status":"I"}},"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","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"38023","email":"marshahepburn@yahoo.ca","first_name":"Marsha","last_name":"Hepburn","phone":"","orgname":"Atlantic Packaging","customer_acct_name":"Atlantic Packaging","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Marsha Hepburn","language":"English","canceldate":"2023-01-05","cpa_certification":"PCP","time_zone":"2","area_code":"905","members_type":"PRO","do_id":"L25P00738","new_member_date_2":"2019-11-08","cert_status":"WITHDRAWN","phone_2":"9054100963","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"191948","intcode":"06","blocnote":"June 17 2025 vm\n2026 May 19 call reached voicemail\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:05-04:00","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25P00738","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2023-05-04","pcl_status":"P","pcl_completion_date":"2011-12-14","pf1_status":"P","pf1_completion_date":"2012-01-11","pf2_status":"P","pf2_completion_date":"2012-02-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-10-29","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"marshahepburn@yahoo.ca","pcl_completion_date_5":"2016-12-14","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","thewithdrawaldate":"2023-01-05","aitm_status_called":"2026-05-21T10:52:04-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached voicemail and the agent was unable to speak with Marsha.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_501cd6bd7250f02a912f8efe5ed","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_501cd6bd7250f02a912f8efe5ed","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"42302","email":"no-email78@ler.com","first_name":"Tammy","last_name":"Lachapelle","phone":"","orgname":"","customer_acct_name":"","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Tammy Lachapelle","time_zone":"5","do_id":"L25C05501","language":"English","individual_id":"314299","phone_2":"2502642354","area_code":"250","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2023-08-02","new_member_date_2":"2022-06-24","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C05501","province":"BC","last_act_type":"2022-11-16","pcl_status":"F","pcl_completion_date":"2022-09-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email78@ler.com","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"46220","email":"veronique.levesque@francosud.ca","first_name":"V\u00e9ronique","last_name":"Levesque","phone":"4036922043","orgname":"The Southern Francophone Education Region No. 4","customer_acct_name":"The Southern Francophone Education Region No. 4","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"317875","full_name":"V\u00e9ronique Levesque","members_type":"CORP","paid_thru":"2023-09-30","organization_id":"238424","trc":"False","wera":"False","province":"AB","last_act_type":"2022-10-19","language":"French","corp_cancel_date":"2023-12-02","do_id":"L25O3651","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25O3651","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"veronique.levesque@francosud.ca","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37603","email":"anneborgfjord@gmail.com","first_name":"Anne","last_name":"Borgfjord","phone":"2502035556","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Anne Doyle Borgfjord","language":"English","canceldate":"2025-01-07","time_zone":"5","area_code":"250","members_type":"CAND","do_id":"L25C04420","new_member_date_2":"2023-11-07","phone_2":"2502035556","province":"BC","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331079","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04420","last_act_type":"2023-02-11","pcl_status":"F","pcl_completion_date":"2024-06-20","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T14:12:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"anneborgfjord@gmail.com","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"37555","email":"argiejad@yahoo.com","first_name":"Argie","last_name":"Jadulang","phone":"7782962600","orgname":"AUS","customer_acct_name":"AUS","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Argie Jadulang","language":"English","canceldate":"2024-05-02","time_zone":"5","area_code":"778","members_type":"CAND","new_member_date_2":"2023-03-31","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323341","paid_thru":"2024-02-28","temp_do_id_for_auto_old_do_id":"L25C03468","last_act_type":"2023-04-25","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:50:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"argiejad@yahoo.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03468","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28"}},"seriesid":"163"}
{"contact":{"id":"41560","email":"yuminsui007@gmail.com","first_name":"Yumin","last_name":"Sui","phone":"3435751695","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"324794","full_name":"Yumin Sui","lead_status":"Refused","members_type":"CAND","new_member_date_2":"2023-05-16","city_1":"Ottawa","province":"ON","language":"English","time_zone":"2","area_code":"343","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":"L25C05161","last_act_type":"2024-04-30","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-11-27","pf2_status":"P","pf2_completion_date":"2024-02-26","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC \/ 10 November 2025 he can't hear - send her an e-mail\r\nLNC \/ 16 December 2025 VM\r\nLNC \/ 17 December 2025 Will be back at the end of the month","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T14:26:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"06","npi_email_temp":"yuminsui007@gmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","date_of_renewal_identification":"","old_do_id":"L25C05161"}},"seriesid":"163"}
{"contact":{"id":"46227","email":"jizokaitis@gates.com","first_name":"Jill","last_name":"Izokaitis","phone":"5197594141","orgname":"Gates Canada Inc","customer_acct_name":"Gates Canada Inc","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"143764","full_name":"Jill Izokaitis","members_type":"CORP","paid_thru":"2025-01-31","trc":"False","wera":"False","language":"French","corp_cancel_date":"2025-04-02","do_id":"L25O2643","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2643","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"jizokaitis@gates.com","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","ln_entered_date":"2026-05-27","company_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"37564","email":"s.cardinal@mechet.org","first_name":"Sheena","last_name":"Cardinal","phone":"7804423640","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Sheena Cardinal","language":"English","canceldate":"2023-07-11","time_zone":"4","area_code":"780","members_type":"CAND","do_id":"L25C02406","new_member_date_2":"2022-05-12","phone_2":"7809349482","province":"AB","zerobounce_reason":"catch-all","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"312938","paid_thru":"2023-04-30","temp_do_id_for_auto_old_do_id":"L25C02406","last_act_type":"2022-01-06","pcl_status":"F","pcl_completion_date":"2022-09-11","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"07","blocnote":"LNC Nov 26 2025 not available","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:52:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"07","npi_email_temp":"s.cardinal@mechet.org","pcl_completion_date_5":"2027-09-11","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
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{"contact":{"id":"40039","email":"yzhdavid@gmail.com","first_name":"Zhenhua","last_name":"Yuan","phone":"6049872622","orgname":"TMF Canada Inc.","customer_acct_name":"TMF Canada Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Zhenhua Yuan, PCP","language":"English","canceldate":"2024-08-27","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2021-09-13","cert_status":"ACTIVE","phone_2":"2505896086","province":"BC","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"305074","organization_id":"6914","intcode":"99","blocnote":"July 3 2025 vm\r\nSept 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T16:25:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2507744","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2507744","old_int_code":"6","last_infoline_date_type":"2026-02-18","last_act_type":"2026-02-18","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2022-01-16","pf1_status":"P","pf1_completion_date":"2022-04-10","pf2_status":"P","pf2_completion_date":"2022-08-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-14","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"yzhdavid@gmail.com","pcl_completion_date_5":"2027-01-16","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"41540","email":"afrooz007@yahoo.com","first_name":"Afrouz","last_name":"Baransadatsadat","phone":"4168189080","orgname":"Oxford College of Arts Business and Technology","customer_acct_name":"Oxford College of Arts Business and Technology","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"335877","full_name":"Afrouz Baransadatsadat","lead_status":"Lapsed Member","do_id":"L25C05396","members_type":"CAND","new_member_date_2":"2024-05-16","city_1":"Newmarket","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4168189080","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":"L25C05396","last_act_type":"2024-09-10","pcl_status":"P","pcl_completion_date":"2024-07-22","pf1_status":"P","pf1_completion_date":"2024-06-04","pf2_status":"P","pf2_completion_date":"2024-07-02","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC \/ 10 November 2024 driving couldn't talk\r\nLNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T09:53:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"afrooz007@yahoo.com","pcl_completion_date_5":"2029-07-22","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"42436","email":"no-email164@ler.com","first_name":"Violet","last_name":"Baglien","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":"212174","full_name":"Violet Baglien","members_type":"CORP","lead_status":"Refused","do_id":"LB2506673","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":"Refused Lapsed","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"LB2506673","last_act_type":"2019-04-09","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Dec 12 2025 she doesnt work there anymore and they dont have a payroll department","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T09:51:00-05:00","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":"L25O01352","npi_email_temp":"no-email164@ler.com","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","company_paid_thru":"2025-05-31","corp_cancel_date":"2025-08-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40982","email":"danielanthonyfernandes1@gmail.com","first_name":"Daniel","last_name":"Fernandes","phone":"5199825116","orgname":"Job Shoppe","customer_acct_name":"Job Shoppe","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"323111","full_name":"Daniel Fernandes","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-03-30","city_1":"Windsor","province":"ON","language":"English","phone_2":"5199825116","area_code":"519","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04864","last_act_type":"2024-05-15","pcl_status":"P","pcl_completion_date":"2023-07-18","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T11:19:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"danielanthonyfernandes1@gmail.com","old_int_code":"06","date_of_renewal_identification":"","old_do_id":"L25C04864","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"41431","email":"aramegaye05@gmail.com","first_name":"Arame","last_name":"Gaye","phone":"5143931000","orgname":"SNC-Lavalin Inc.","customer_acct_name":"SNC-Lavalin Inc.","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"310518","full_name":"Arame Gaye, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2022-02-25","coidnewmbrdate":"2001-11-01","city_1":"Laval","province":"QC","language":"French","time_zone":"2","area_code":"514","phone_2":"4388305158","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"LB2504373","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T14:50:00-05:00","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-10-31","organization_id":"51175","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2022-07-11","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2023-07-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-08-30","cpa_certification":"SCP","last_act_type":"2026-04-20","last_infoline_date_type":"2025-12-12","company_paid_thru":"2026-10-31","number_of_passed_courses":"4","date_of_renewal_identification":"2026-05-28","old_int_code":"06","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2504373","old_do_id":"L25P01814","npi_email_temp":"aramegaye05@gmail.com","canceldate":"2026-04-02","pcl_completion_date_5":"2027-07-11","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"46256","email":"maria.taucean@tc.tc","first_name":"Maria","last_name":"Taucean","phone":"5148647606","orgname":"TC Transcontinental Inc. - Imprimeries TC Ross-Ellis","customer_acct_name":"TC Transcontinental Inc. - Imprimeries TC Ross-Ellis","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"303970","full_name":"Maria Taucean","members_type":"CORP","paid_thru":"2023-08-31","phone_2":"4383991098","organization_id":"303971","trc":"False","wera":"False","province":"QC","last_act_type":"2021-09-21","language":"French","corp_cancel_date":"2023-08-02","extension_phone_1":"3310","do_id":"L25O3409","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3409","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"maria.taucean@tc.tc","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45274","email":"no-email284@ler.com","first_name":"Payroll","last_name":"Department","phone":"7053267463","orgname":"Sheridan Seating Inc.","customer_acct_name":"Sheridan Seating Inc.","tags":"LER_dummy, 251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"102392","full_name":"Payroll Department","members_type":"CORP","paid_thru":"2025-12-31","organization_id":"346319","trc":"False","wera":"False","province":"ON","last_act_type":"2018-07-24","language":"English","corp_cancel_date":"2026-03-03","do_id":"L25O2539","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","temp_do_id_for_auto_old_do_id":"L25O2539","npi_email_temp":"no-email284@ler.com","formatted_paid_thru":"31\/12\/2025","company_paid_thru":"2025-12-31","latest_paid_thru":"2025-12-31","ler_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"46297","email":"dianas@innisfilhydro.com","first_name":"Diana","last_name":"Stull","phone":"7054316870","orgname":"InnPower Corporation","customer_acct_name":"InnPower Corporation","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"81731","full_name":"Diana Stull","members_type":"CORP","paid_thru":"2024-06-30","organization_id":"60450","trc":"False","wera":"False","province":"ON","language":"English","corp_cancel_date":"2024-09-04","extension_phone_1":"240","do_id":"L25O4465","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4465","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"dianas@innisfilhydro.com","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","company_paid_thru":"2024-06-30","blocnote":"May 25 vm","company_status":"I","regular_email_change_date":"2026-06-02T11:02:53-04:00","npi_email_2":"dianas@innisfilhydro.com"}},"seriesid":"163"}
{"contact":{"id":"37505","email":"v.janvier07@gmail.com","first_name":"Vanessa","last_name":"Janvier","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Vanessa Janvier","language":"French","canceldate":"2023-11-02","time_zone":"2","area_code":"514","members_type":"CAND","new_member_date_2":"2022-09-16","phone_2":"5146598720","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"316925","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"LB2507581","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C02962","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2025-02-10","pcl_status":"F","pcl_completion_date":"2023-01-19","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507581","npi_email_temp":"v.janvier07@gmail.com","pcl_completion_date_5":"2028-01-19","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"41566","email":"wkhere@hotmail.com","first_name":"Fouzia","last_name":"Alam","phone":"4165259025","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":"283491","full_name":"Fouzia Alam","lead_status":"Lapsed Member","do_id":"L25C05164","members_type":"CAND","new_member_date_2":"2024-05-14","city_1":"Milton","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4165259025","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":"L25C05164","last_act_type":"2024-04-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T15:11:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"wkhere@hotmail.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"39972","email":"zheryllabasan@hotmail.com","first_name":"Zheryl","last_name":"Labasan","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Zheryl Melanie Labasan","language":"English","canceldate":"2024-11-02","cpa_certification":"CPM","time_zone":"2","area_code":"647","members_type":"PRO","do_id":"L25P00660","new_member_date_2":"2009-09-21","cert_status":"WITHDRAWN","phone_2":"6478988127","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"159203","intcode":"06","blocnote":"July 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-03T18:21:00-04:00","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25P00660","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-01-31","pcl_status":"P","pcl_completion_date":"2010-01-05","pf1_status":"P","pf1_completion_date":"2010-05-03","pf2_status":"P","pf2_completion_date":"2010-07-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-07-21","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"zheryllabasan@hotmail.com","pcl_completion_date_5":"2015-01-05","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"40947","email":"oscar3271@gmail.com","first_name":"Ho","last_name":"Cheung","phone":"2896955555","orgname":"Sherwood Electromotion Inc.","customer_acct_name":"Sherwood Electromotion Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"324261","full_name":"Ho Ching Cheung","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-04-26","city_1":"Markham","province":"ON","language":"English","phone_2":"6479973271","extension_phone_1":"227","area_code":"647","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04846","last_act_type":"2024-03-30","pcl_status":"F","pcl_completion_date":"2023-08-21","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Dec 2 2025 she doesn't work there anymore","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T14:35:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","old_int_code":"16","npi_email_temp":"oscar3271@gmail.com","pcl_completion_date_5":"2028-08-21","date_of_renewal_identification":"","old_do_id":"L25C04846","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"40977","email":"hoathuy1970@gmail.com","first_name":"Thi Thu Thuy","last_name":"Hoa","phone":"2269981468","orgname":"Ivey Business School Foundation","customer_acct_name":"Ivey Business School Foundation","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"299229","full_name":"Thi Thu Thuy Hoa, CPA","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P01715","new_member_date_2":"2021-04-22","city_1":"London","province":"ON","language":"English","phone_2":"2269981468","area_code":"226","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-06-03","cpa_certification":"PCP","paid_thru":"2025-03-31","intcode":"15","blocnote":"Aug 18 2025 vm\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 contact answered and confirmed identity, call started survey but call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T13:18:45-04:00","temp_do_id_for_auto_old_do_id":"L25P01715","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2025-01-09","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":"2023-01-27","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"hoathuy1970@gmail.com","pcl_completion_date_5":"2026-08-08","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","thewithdrawaldate":"2025-06-03","aitm_status_called":"2026-05-15T13:31:44-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Thi Thu Thuy and confirmed her identity. The agent introduced the call purpose regarding the lapsed Professional membership and began the survey by asking the first question about the initial value of membership.","aitm_callsummarytitle":"Call started survey with Thi Thu Thuy","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ee3332e7e2691edaf7cf54c4841","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ee3332e7e2691edaf7cf54c4841","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"42541","email":"dejikalejaiye@gmail.com","first_name":"Ayodeji","last_name":"Kalejaiye","phone":"3689996407","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":"338877","full_name":"Ayodeji Kalejaiye","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05621","new_member_date_2":"2024-06-13","city_1":"Calgary","province":"AB","language":"English","time_zone":"4","area_code":"368","phone_2":"3689996407","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":"L25C05621","last_act_type":"2024-11-29","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 02 December 2025 In a meeting call back","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T16:37:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"dejikalejaiye@gmail.com","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"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, TMAI","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":"15","blocnote":"June 23 2025 She said she took courses and stop because she is sick\n2026 May 12 call reached Anna, introduced NPI membership lapse, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T11:27:36-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25P00573","temp_intcode_for_auto_old_int_code":"15","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","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-12T11:27:36-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Anna and introduced the call regarding her lapsed Professional membership with the National Payroll Institute. Anna was initially unsure but acknowledged the membership context. The call ended shortly after the introduction without further discussion or survey questions.","aitm_callsummarytitle":"Call Introduced Membership Lapse but Ended Early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"21","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d36163d6f40e2b78c449eec158b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d36163d6f40e2b78c449eec158b","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"45239","email":"edith.oen@issbc.org","first_name":"Edith","last_name":"Oen","phone":"6046842561","orgname":"The Immigrant Services Society of BC","customer_acct_name":"The Immigrant Services Society of BC","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"109335","full_name":"Edith Oen","members_type":"CORP","paid_thru":"2024-08-31","organization_id":"109337","trc":"False","wera":"False","province":"BC","language":"English","corp_cancel_date":"2024-11-02","extension_phone_1":"1112","do_id":"L25O2535","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2535","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"edith.oen@issbc.org","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","company_paid_thru":"2024-08-31","onesentencenotrenewed":"We never used the membership so it was never beneficial for us","blocnote":"May 28 completed with one quesiton only. They never used the membership so it was never beneficial for us","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41449","email":"cherylhoo@gmail.com","first_name":"Cheryl","last_name":"Hoover","phone":"6135485276","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"270633","full_name":"Cheryl Hoover, PCP","members_type":"PRO","lead_status":"Not Relevant","new_member_date_2":"2018-12-30","coidnewmbrdate":"1988-12-01","city_1":"Sandford","province":"ON","language":"English","time_zone":"2","area_code":"613","phone_2":"9058362587","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","intcode":"16","blocnote":"Aug 25 2025 not in service","dhmsfin_telemarketing_last_contacted_date":"2025-08-25T13:16:00-04:00","old_int_code":"08","notrenewedother":"Phone cannot be recovered","temp_do_id_for_auto_old_do_id":"LB2504738","temp_intcode_for_auto_old_int_code":"16","paid_thru":"2026-11-30","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2019-05-06","pf1_status":"P","pf1_completion_date":"2019-08-19","pf2_status":"P","pf2_completion_date":"2020-08-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-07-08","cpa_certification":"PCP","last_act_type":"2026-12-03","last_infoline_date_type":"2026-12-03","last_conf_date_type":"2024-06-19","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"L25P01832","npi_email_temp":"cherylhoo@gmail.com","pcl_completion_date_5":"2024-05-06","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"41396","email":"clarachalifour@gmail.com","first_name":"Clara","last_name":"Chalifour","phone":"6043260175","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"42443","full_name":"Clara Chalifour, PLP","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P01778","new_member_date_2":"2007-07-27","city_1":"Vancouver","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"7782886788","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"0","blocnote":"Aug 25 2025 Clara no longer works there\n2026 May 12 contact answered but Clara no longer works here, no new contact info provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T14:38:30-04:00","old_int_code":"08","temp_do_id_for_auto_old_do_id":"L25P01778","temp_intcode_for_auto_old_int_code":"08","npi_email_temp":"clarachalifour@gmail.com","aitm_status_called":"2026-05-12T14:38:30-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Clara but was informed by the respondent that Clara no longer works at that location and no new contact information was available. The call ended shortly after with no further action taken.","aitm_callsummarytitle":"Contact not available - Clara no longer works here","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cf6dd6263708bb0b558ec87c9c8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cf6dd6263708bb0b558ec87c9c8","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"37543","email":"a.kasmaee2@gmail.com","first_name":"Alireza","last_name":"Poorsafarikasmaee","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Alireza Poorsafarikasmaee","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"LB2504137","new_member_date_2":"2023-10-05","phone_2":"6479066650","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"320588","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"LB2504137","last_act_type":"2023-05-10","pcl_status":"P","pcl_completion_date":"2023-03-06","pf1_status":"P","pf1_completion_date":"2023-04-02","pf2_status":"P","pf2_completion_date":"2023-12-20","number_of_passed_courses":"3","intcode":"21","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025 He said he did not need membership and ended call.","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T14:38:00-05:00","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":"L25C03225","npi_email_temp":"a.kasmaee2@gmail.com","pcl_completion_date_5":"2028-03-06","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"37633","email":"heiwaloes@gmail.com","first_name":"Sandra","last_name":"Espinosa","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Sandra Lopez Espinosa","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"416","members_type":"CAND","new_member_date_2":"2022-09-19","phone_2":"4167047113","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"317041","cert_status":"PENDING","cpa_certification":"PCP","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"LB2505380","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":"L25C02974","last_act_type":"2025-06-24","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-04-30","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","trc":"True","wera":"True","do_id":"LB2505380","npi_email_temp":"heiwaloes@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"39974","email":"jenikng@gmail.com","first_name":"Yevgenia","last_name":"Knigin","phone":"","orgname":"Robertson Electric","customer_acct_name":"Robertson Electric","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Yevgenia Knigin","language":"English","canceldate":"2023-02-02","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"PRO","do_id":"L25P00921","new_member_date_2":"2019-12-20","cert_status":"WITHDRAWN","phone_2":"6474540090","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"227798","intcode":"21","blocnote":"July 3 025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-03T18:22:00-04:00","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":"L25P00921","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2021-06-15","last_act_type":"2023-03-05","pcl_status":"P","pcl_completion_date":"2014-12-15","pf1_status":"P","pf1_completion_date":"2015-04-27","pf2_status":"P","pf2_completion_date":"2015-12-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-05-10","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jenikng@gmail.com","pcl_completion_date_5":"2019-12-15","formatted_paid_thru":"30\/11\/2022","latest_paid_thru":"2022-11-30"}},"seriesid":"163"}
{"contact":{"id":"40993","email":"dawnmcneil@live.ca","first_name":"Dawn","last_name":"McNeil","phone":"9057267084","orgname":"Magna International Inc","customer_acct_name":"Magna International Inc","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"82708","full_name":"Dawn McNeil, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2021-06-22","city_1":"Keswick","province":"ON","language":"English","phone_2":"9053925972","area_code":"905","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"ACTIVE","canceldate":"2025-06-16","temp_do_id_for_auto_old_do_id":"LB2504895","organization_id":"9024","cpa_certification":"PCP","date_of_renewal_identification":"2026-05-28","old_do_id":"L25P02666","last_infoline_date_type":"2026-09-02","last_act_type":"2026-09-02","intcode":"99","blocnote":"LN Oct 20 2025 vm. Renewal PRO","dhmsfin_telemarketing_last_contacted_date":"2025-11-28T09:50:00-05:00","temp_intcode_for_auto_old_int_code":"99","number_of_passed_courses":"0","paid_thru":"2026-08-31","trc":"True","wera":"False","old_int_code":"24","company_paid_thru":"2026-08-31","do_id":"LB2504895","npi_email_temp":"dawnmcneil@live.ca","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"45378","email":"lesa.lam@bdca.ca","first_name":"Lesa","last_name":"Lam","phone":"4164901042","orgname":"BDCA Chartered Professional Accountants","customer_acct_name":"BDCA Chartered Professional Accountants","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"231897","full_name":"Lesa Lam","members_type":"CORP","paid_thru":"2025-08-31","organization_id":"231895","trc":"False","wera":"False","province":"ON","last_act_type":"2024-08-28","language":"English","last_infoline_date_type":"2024-08-28","corp_cancel_date":"2025-11-04","do_id":"L25O2812","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2812","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"lesa.lam@bdca.ca","formatted_paid_thru":"31\/08\/2025","company_paid_thru":"2025-08-31","latest_paid_thru":"2025-08-31","ln_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"45228","email":"gayle.mitchell@alexion.com","first_name":"Gayle","last_name":"Mitchell","phone":"8663931188","orgname":"Alexion Pharma Canada Corp.","customer_acct_name":"Alexion Pharma Canada Corp.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"217248","full_name":"Gayle Mitchell","members_type":"CORP","paid_thru":"2023-06-30","organization_id":"217247","trc":"False","wera":"False","province":"ON","last_act_type":"2023-05-17","language":"English","corp_cancel_date":"2023-09-02","extension_phone_1":"11198","do_id":"L25O2791","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2791","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"gayle.mitchell@alexion.com","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","company_paid_thru":"2023-06-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"39964","email":"tanya.chan@live.ca","first_name":"Tanya","last_name":"Chan","phone":"4037364017","orgname":"ConnectFirst Credit Union","customer_acct_name":"ConnectFirst Credit Union","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Tanya Chan","language":"English","canceldate":"2024-06-04","cpa_certification":"PCP","time_zone":"4","area_code":"403","members_type":"PRO","do_id":"L25P01197","new_member_date_2":"2021-03-29","cert_status":"WITHDRAWN_CPE","phone_2":"4038696984","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"264400","intcode":"06","blocnote":"July 3 2025 vm\r\nLN \/ 01 October 2025 VM\n2026 May 25 call reached voicemail, no contact made\n2026 May 25 call reached voicemail.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:07-04:00","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25P01197","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2018-09-17","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2020-07-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-19","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"tanya.chan@live.ca","pcl_completion_date_5":"2023-09-17","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","thewithdrawaldate":"2024-06-04","aitm_status_called":"2026-05-25T13:22:04-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_be141c235713b0fb2f193968698","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_be141c235713b0fb2f193968698","number_of_total_call_attempts":"2"}},"seriesid":"163"}
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{"contact":{"id":"45187","email":"no-email281@ler.com","first_name":"Payroll","last_name":"Department","phone":"5142886000","orgname":"MSP Corp.","customer_acct_name":"MSP Corp.","tags":"LER_dummy, 251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"104829","full_name":"Payroll Department","members_type":"CORP","organization_id":"328898","trc":"False","wera":"False","province":"QC","last_act_type":"2019-03-10","language":"English","corp_cancel_date":"2024-08-20","do_id":"L25O2529","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O2529","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email281@ler.com","company_paid_thru":"2024-08-31","latest_paid_thru":"2024-08-31","formatted_paid_thru":"31\/08\/2024","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"42478","email":"conniesyrja@dilico.com","first_name":"Connie","last_name":"Syrja","phone":"8076238511","orgname":"Dilico Anishinabek Family Services","customer_acct_name":"Dilico Anishinabek Family Services","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"70813","full_name":"Connie Syrja","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01218","organization_id":"9516","coidnewmbrdate":"1994-05-01","city_1":"Fort William First Nation","province":"ON","language":"English","time_zone":"2","area_code":"807","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25O01218","pds_august":"3","intcode":"10","blocnote":"LN Sept 29 2025 She will be back October 6 th","dhmsfin_telemarketing_last_contacted_date":"2025-09-29T13:34:00-04:00","temp_intcode_for_auto_old_int_code":"10","pds_september":"3","last_conf_date_type":"2010-07-06","last_act_type":"2020-08-24","pcl_status":"P","pcl_completion_date":"2008-02-28","pf1_status":"P","pf1_completion_date":"2008-06-18","pf2_status":"P","pf2_completion_date":"2008-12-16","number_of_passed_courses":"3","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"conniesyrja@dilico.com","pcl_completion_date_5":"2013-02-28","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","company_paid_thru":"2025-05-31","corp_cancel_date":"2025-08-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45464","email":"tiffany.paquette@puma.com","first_name":"Tiffany","last_name":"Paquette","phone":"9786981195","orgname":"PUMA North America Inc.","customer_acct_name":"PUMA North America Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"253541","full_name":"Tiffany Paquette","members_type":"CORP","paid_thru":"2023-05-31","organization_id":"253540","trc":"False","wera":"False","province":"MA","last_act_type":"2023-07-24","language":"English","last_infoline_date_type":"2020-04-12","corp_cancel_date":"2023-08-02","do_id":"L25O3058","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3058","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"tiffany.paquette@puma.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","company_paid_thru":"2023-05-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41464","email":"sherry.charran88@gmail.com","first_name":"Sherry-Ann","last_name":"Kerlin","phone":"2049449474","orgname":"The Winnipeg Foundation","customer_acct_name":"The Winnipeg Foundation","tags":"npiAlert12","ip4":"0.0.0.0","fields":{"individual_id":"309023","full_name":"Sherry-Ann Kerlin, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2022-01-17","coidnewmbrdate":"2017-10-04","city_1":"Winnipeg","province":"MB","language":"English","time_zone":"3","area_code":"204","phone_2":"2042284067","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 26 2025 She said her employer renews her membership for her\r\nLN \/ 29 October 2025 VM\r\nLN \/ 12 November 2025 Not in the office","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T09:26:00-05:00","old_int_code":"24","temp_do_id_for_auto_old_do_id":"LB2507204","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-12-31","organization_id":"256946","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"P","pf1_completion_date":"2022-09-04","pf2_status":"P","pf2_completion_date":"2022-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-05-19","cpa_certification":"PCP","last_act_type":"2026-03-19","last_infoline_date_type":"2026-03-19","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","old_do_id":"L25P01847","npi_email_temp":"sherry.charran88@gmail.com","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"45241","email":"no-email511@ler.com","first_name":"Alex","last_name":"Avery","phone":"5876099125","orgname":"Academy of Learning - Airdrie Campus","customer_acct_name":"Academy of Learning - Airdrie Campus","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"316412","full_name":"Alex Avery","members_type":"CORP","paid_thru":"2023-08-31","organization_id":"86277","trc":"False","wera":"False","province":"AB","last_act_type":"2024-07-22","language":"English","corp_cancel_date":"2023-11-02","do_id":"L25O3794","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3794","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email511@ler.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"46285","email":"zoe.vachon@radiologiemailloux.com","first_name":"Zoe","last_name":"Vachon","phone":"4186676041","orgname":"Radiologie Mailloux Inc.","customer_acct_name":"Radiologie Mailloux Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"313605","full_name":"Zoe Vachon","members_type":"CORP","paid_thru":"2023-05-31","organization_id":"278519","trc":"False","wera":"False","province":"QC","last_act_type":"2022-08-08","language":"French","corp_cancel_date":"2023-08-02","extension_phone_1":"224","do_id":"L25O4191","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4191","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"zoe.vachon@radiologiemailloux.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","company_paid_thru":"2023-05-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45195","email":"alicgarrett@ebay.com","first_name":"Alicia","last_name":"Garrett","phone":"5597087772","orgname":"EBay","customer_acct_name":"EBay","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"323118","full_name":"Alicia Garrett","members_type":"CORP","paid_thru":"2024-02-28","organization_id":"323117","trc":"False","wera":"False","province":"UT","language":"English","corp_cancel_date":"2024-05-02","do_id":"L25O3788","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":"L25O3788","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"alicgarrett@ebay.com","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28","company_paid_thru":"2024-02-28","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38018","email":"danisha.wellington@yahoo.com","first_name":"Danisha","last_name":"Wellington","phone":"6475745094","orgname":"Smiths Conveyor Service","customer_acct_name":"Smiths Conveyor Service","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Danisha Wellington","language":"English","canceldate":"2025-02-04","time_zone":"2","area_code":"647","members_type":"CAND","do_id":"L25C03008","new_member_date_2":"2022-12-05","phone_2":"6479015349","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"317454","paid_thru":"2024-11-30","temp_do_id_for_auto_old_do_id":"L25C03008","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-12-02","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"danisha.wellington@yahoo.com","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"42348","email":"caroline.donaldson@cognex.com","first_name":"Caroline","last_name":"Donaldson","phone":"5086503000","orgname":"Cognex Corp.","customer_acct_name":"Cognex Corp.","tags":"Zerobounce indication, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Caroline Donaldson","time_zone":"2","do_id":"L25A01931","language":"English","individual_id":"292856","zerobounce_reason":"(zerobounce invalid)","area_code":"508","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2023-02-28","intcode":"0","blocnote":"number not in service\n2026 May 08 call disconnected immediately, number not in service","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:27-04:00","old_int_code":"08","notrenewedother":"Phone cannot be recovered","canceldate":"2023-05-02","new_member_date_2":"2022-03-24","temp_do_id_for_auto_old_do_id":"L25A01931","temp_intcode_for_auto_old_int_code":"08","province":"MA","last_act_type":"2022-03-24","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"caroline.donaldson@cognex.com","formatted_paid_thru":"28\/02\/2023","latest_paid_thru":"2023-02-28","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:27-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The call was made to a number that is not in service and was disconnected immediately.","aitm_callsummarytitle":"Call disconnected - number not in service","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"The number dialed is not in service.","initialvalue":"Other","astotherreasonsnottorenew":"Number not in service","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2974563ab7e4df82c6062d860ec","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2974563ab7e4df82c6062d860ec","number_of_calls_reached":"1","phone_2":"5086503333"}},"seriesid":"163"}
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{"contact":{"id":"42447","email":"amartinez@ceadvisors.com","first_name":"Anna","last_name":"Martinez","phone":"5082636202","orgname":"Concentric Advisors, ULC","customer_acct_name":"Concentric Advisors, ULC","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"287027","full_name":"Anna Martinez","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01199","organization_id":"277014","coidnewmbrdate":"2019-06-17","city_1":"Marlborough","province":"MA","language":"English","time_zone":"2","area_code":"508","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25O01199","intcode":"06","blocnote":"LN Sept 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-29T11:41:00-04:00","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2021-04-21","last_act_type":"2021-04-21","pcl_status":"P","pcl_completion_date":"2020-08-02","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"amartinez@ceadvisors.com","pcl_completion_date_5":"2025-08-02","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","company_paid_thru":"2025-05-31","corp_cancel_date":"2025-08-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"38104","email":"kkmchenry@shaw.ca","first_name":"Karen","last_name":"McHenry","phone":"7804931348","orgname":"CBM Bookkeeping","customer_acct_name":"CBM Bookkeeping","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Karen McHenry","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"PRO","new_member_date_2":"2011-10-11","pds_april":"9","cert_status":"WITHDRAWN","phone_2":"7804931348","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"85367","intcode":"01","blocnote":"June 17 2025 vm\r\nSept 3 2025 vm\n2026 May 14 - contact (Karen McHenry) answered, callback scheduled for 2026-05-15 11:00. NPI contact id 38104\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 reached voicemail, no contact made\n2026 May 19 contact declined renewal due to affordability and lack of employer support; sent Associate membership details - NPI# 38104","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:42:00-04:00","pds_july":"9","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25P00494","temp_intcode_for_auto_old_int_code":"01","pds_august":"9","pds_september":"9","last_infoline_date_type":"2018-11-29","last_conf_date_type":"2022-06-08","last_act_type":"2025-12-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-04-25","number_of_passed_courses":"1","pds_october":"9","trc":"False","wera":"False","pds_november":"9","npi_email_temp":"kkmchenry@shaw.ca","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","thewithdrawaldate":"2024-12-04","aitm_status_called":"2026-05-19T11:42:00-04:00","number_of_call_attempts":"0","npi_call_back_date_and_time":"2026-05-15T11:00:00-04:00","npi_call_back_time_hour":"11","npi_call_back_time_minute":"00","npi_transcriptsummary":"The agent contacted Karen regarding her lapsed NPI Professional membership. Karen expressed that she could not afford to renew and that her employer does not support it. The agent offered information about Associate membership and sent the application form to Karen's confirmed email.","aitm_callsummarytitle":"Membership Renewal Declined; Associate Info Sent","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","session_id":"call_fe07028bb2c5f5b1b296d058de3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fe07028bb2c5f5b1b296d058de3","sendapplicationform":"2026-05-19T11:45:00-04:00","thewithdrawaldate_3_years":"2027-12-04","mini_nps":"5","onesentencenotrenewed":"I can't afford it and my employer doesn't support it.","initialvalue":"Stay Current","age_range":"61+","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25P00494","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"45303","email":"laura.mcewen@hrcottawa.com","first_name":"Laura","last_name":"McEwen","phone":"6138228668","orgname":"Hard Rock Casino Ottawa","customer_acct_name":"Hard Rock Casino Ottawa","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"329312","full_name":"Laura McEwen","members_type":"CORP","paid_thru":"2024-08-31","phone_2":"5192167367","organization_id":"329374","trc":"False","wera":"False","province":"ON","last_act_type":"2024-05-16","language":"English","corp_cancel_date":"2024-11-02","extension_phone_1":"4721","do_id":"L25O3801","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3801","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"laura.mcewen@hrcottawa.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","company_paid_thru":"2024-08-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42457","email":"ashleyaleroux@gmail.com","first_name":"Ashley","last_name":"Leroux","phone":"6133423840","orgname":"United Counties of Leeds and Grenville","customer_acct_name":"United Counties of Leeds and Grenville","tags":"250919 NPI LN sent to TM, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"325797","full_name":"Ashley Leroux","members_type":"CORP","lead_status":"Renewed Lapsed","organization_id":"325796","coidnewmbrdate":"2023-06-05","city_1":"Brockville","province":"ON","language":"English","time_zone":"2","area_code":"613","phone_2":"6135810322","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"LB2504398","intcode":"99","blocnote":"LN Sept 29 2025 line busy","dhmsfin_telemarketing_last_contacted_date":"2025-09-29T11:57:00-04:00","temp_intcode_for_auto_old_int_code":"99","last_act_type":"2024-10-25","company_paid_thru":"2027-05-31","date_of_renewal_identification":"2026-05-28","pcl_status":"P","pcl_completion_date":"2024-12-02","number_of_passed_courses":"1","old_int_code":"07","trc":"True","wera":"False","do_id":"LB2504398","old_do_id":"L25O01206","npi_email_temp":"ashleyaleroux@gmail.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","corp_cancel_date":"2025-08-02","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40991","email":"chris.mccahey@gmail.com","first_name":"Chris","last_name":"McCahey","phone":"5147168145","orgname":"Keolis Canada","customer_acct_name":"Keolis Canada","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"233908","full_name":"Chris McCahey, PCP","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2023-06-02","organization_id":"12817","coidnewmbrdate":"2009-02-26","city_1":"Edmonton","province":"AB","language":"English","phone_2":"5873576649","area_code":"587","time_zone":"4","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","cert_status":"ACTIVE","canceldate":"2025-06-02","cpa_certification":"PCP","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"LB2504752","old_do_id":"LB2504752","last_infoline_date_type":"2025-09-29","last_conf_date_type":"2024-06-19","last_act_type":"2026-04-05","company_paid_thru":"2027-01-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2017-04-02","pf1_status":"P","pf1_completion_date":"2018-06-24","pf2_status":"P","pf2_completion_date":"2020-05-31","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-05-12","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"chris.mccahey@gmail.com","pcl_completion_date_5":"2022-04-02","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37618","email":"gurek@eliteaccounting.ca","first_name":"Gurek","last_name":"Deol","phone":"6132346006","orgname":"Elite Accounting Inc.","customer_acct_name":"Elite Accounting Inc.","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Gurek Deol, CPB","language":"English","canceldate":"2023-03-02","time_zone":"2","area_code":"613","members_type":"CAND","do_id":"L25C01410","new_member_date_2":"2021-01-06","phone_2":"6137095409","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND Reached 3 years","intcode":"21","individual_id":"296355","paid_thru":"2022-12-31","temp_do_id_for_auto_old_do_id":"L25C01410","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2021-03-11","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":"gurek@eliteaccounting.ca","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2022","latest_paid_thru":"2022-12-31"}},"seriesid":"163"}
{"contact":{"id":"41086","email":"rhiane.heather@gmail.com","first_name":"Heather","last_name":"Pincombe","phone":"7789979605","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":"336716","full_name":"Heather Pincombe","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04953","new_member_date_2":"2024-04-17","city_1":"Parksville","province":"BC","language":"English","phone_2":"7789979605","area_code":"778","time_zone":"5","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":"L25C04953","last_act_type":"2024-04-16","pcl_status":"P","pcl_completion_date":"2024-08-05","pf1_status":"F","pf1_completion_date":"2024-11-20","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 17 November 2025 at work call back\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T18:27:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"rhiane.heather@gmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"41390","email":"nancycaron@sympatico.ca","first_name":"Nancy","last_name":"Caron","phone":"4505813080","orgname":"General Dynamics OTS Canada","customer_acct_name":"General Dynamics OTS Canada","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"176970","full_name":"Nancy Caron, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2010-10-22","city_1":"Vaudreuil-Dorion","province":"QC","language":"French","time_zone":"2","area_code":"514","phone_2":"5146070964","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"LB2506566","canceldate":"2025-09-16","paid_thru":"2027-01-31","cert_status":"ACTIVE","organization_id":"8279","cpa_certification":"SCP","pds_august":"7","date_of_renewal_identification":"2026-05-28","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pds_september":"7","last_infoline_date_type":"2025-12-16","last_act_type":"2026-12-01","company_paid_thru":"2027-01-31","pcl_status":"P","pcl_completion_date":"2011-02-10","pf1_status":"P","pf1_completion_date":"2011-07-06","pf2_status":"P","pf2_completion_date":"2011-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-02-17","number_of_passed_courses":"4","pds_october":"7","trc":"True","wera":"False","pds_november":"7","do_id":"LB2506566","old_do_id":"L25P01772","npi_email_temp":"nancycaron@sympatico.ca","pcl_completion_date_5":"2016-02-10","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"38091","email":"joanapparicio@gmail.com","first_name":"Joan","last_name":"Apparicio","phone":"4164862500","orgname":"VHA Home HealthCare","customer_acct_name":"VHA Home HealthCare","tags":"npiAlert13, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Joan Apparicio, PLP,CEBS","language":"English","canceldate":"2023-12-02","cpa_certification":"CPM","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2005-01-07","pds_april":"6","cert_status":"WITHDRAWN_CPE","phone_2":"9052326450","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"85161","organization_id":"278627","intcode":"99","blocnote":"June 17 2025\r\nSept 4 2025 Joan said she is now on her company's membership spoke to at 905 2326450","dhmsfin_telemarketing_last_contacted_date":"2025-09-04T17:39:00-04:00","pipeline_2_members_only_ast":"","pds_july":"6","paid_thru":"2026-07-31","old_int_code":"13","temp_do_id_for_auto_old_do_id":"LB2505680","temp_intcode_for_auto_old_int_code":"99","pds_august":"6","date_of_renewal_identification":"2026-05-28","old_do_id":"L25P02664","pds_september":"6","last_act_type":"2026-04-05","number_of_passed_courses":"0","pds_october":"6","trc":"False","wera":"False","pds_november":"6","company_paid_thru":"2026-07-31","do_id":"LB2505680","npi_email_temp":"joanapparicio@gmail.com","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41047","email":"liuyong@me.com","first_name":"Yong","last_name":"Liu","phone":"4385284915","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"324193","full_name":"Yong Liu","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-04-24","city_1":"Kirkland","province":"QC","language":"English","phone_2":"4385284915","area_code":"438","time_zone":"2","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04912","last_act_type":"2026-05-16","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-08-23","pf2_status":"P","pf2_completion_date":"2023-11-02","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Dec 8 2025 vm\r\nLNC Dec 19 2025 He said he is longer interested in working in payroll.","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T10:14:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"05","date_of_renewal_identification":"","old_do_id":"L25C04912","npi_email_temp":"liuyong@me.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"37539","email":"rkchomseng1@gmail.com","first_name":"Ketsamone","last_name":"Chomseng","phone":"6043065593","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Ketsamone Chomseng","language":"English","canceldate":"2024-07-03","time_zone":"5","area_code":"604","members_type":"CAND","new_member_date_2":"2023-04-28","phone_2":"6043065593","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323337","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03466","last_act_type":"2023-04-28","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 26 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T13:48:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"rkchomseng1@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03466","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"38083","email":"meiru.ding.999@gmail.com","first_name":"Meiru","last_name":"Ding","phone":"7783470229","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Meiru Ding","language":"English","canceldate":"2024-04-02","time_zone":"5","area_code":"778","members_type":"CAND","new_member_date_2":"2023-02-08","phone_2":"7783470229","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"321616","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C03292","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","intcode":"21","blocnote":"Nov 7 2025 vm\r\nLNC Dec 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T14:33:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"meiru.ding.999@gmail.com","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03292","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"43139","email":"darbaby3@hotmail.com","first_name":"Darlene","last_name":"Huntley","phone":"9028171266","orgname":"","customer_acct_name":"","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":"113151","full_name":"Darlene Huntley","members_type":"PRO","canceldate":"2025-09-03","new_member_date_2":"2024-07-19","paid_thru":"2025-06-30","cert_status":"WITHDRAWN","province":"NS","cpa_certification":"PCP","language":"English","pds_august":"7","phone_2":"9028171266","time_zone":"1","do_id":"L25P02396","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":"L25P02396","old_do_id":"LB2504128","intcode":"15","blocnote":"LN \/ 01 October 2025 Survey completed but she is very frustrated by the way she was treated by NPI and specially when they asked for her PCP certificate back given that she has been paying for several years even without using it much and maintaining her hours. She wrote an e-mail to NPI membership on May 27 and never heard back from them - I told her I'll ask for someone to call her\n2026 May 11 call reached voicemail for Darlene\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 - Reached voicemail for Darlene; no message left\n2026 May 13 - Reached voicemail for Darlene; no message left\n2026 May 15 - reached Darlene, informed about lapsed Professional membership; no renewal or survey completed","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T08:46:43-04:00","temp_intcode_for_auto_old_int_code":"15","pds_september":"7","last_infoline_date_type":"2021-01-18","last_act_type":"2025-02-12","old_int_code":"06","pcl_status":"P","pcl_completion_date":"2007-06-11","pf1_status":"P","pf1_completion_date":"2007-10-24","pf2_status":"P","pf2_completion_date":"2008-07-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-10-26","number_of_passed_courses":"4","pds_october":"7","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"darbaby3@hotmail.com","pcl_completion_date_5":"2012-06-11","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","thewithdrawaldate":"2025-09-03","aitm_status_called":"2026-05-15T08:46:43-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent reached Darlene and informed her her NPI Professional membership lapsed and asked if they could ask a few questions about her membership experience; call ended shortly after with no survey or renewal action completed.","aitm_callsummarytitle":"Reached contact; membership lapsed notified","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_516d702154c3c54d8ed916fd9a2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_516d702154c3c54d8ed916fd9a2","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"No response \u2014 voicemail reached","age_range":"Preferred not to say","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"38080","email":"chahat_saini_1995@yahoo.com","first_name":"Chahat","last_name":"Saini","phone":"6042024233","orgname":"A.R. Thomson Engineered Solutions","customer_acct_name":"A.R. Thomson Engineered Solutions","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Chahat Saini","language":"English","canceldate":"2024-06-04","time_zone":"5","area_code":"604","members_type":"CAND","new_member_date_2":"2023-04-20","phone_2":"7789867507","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323930","paid_thru":"2024-03-31","temp_do_id_for_auto_old_do_id":"L25C03529","last_act_type":"2023-08-27","pcl_status":"P","pcl_completion_date":"2023-08-27","pf1_status":"F","pf1_completion_date":"2024-05-09","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 14 2025 call back next week\r\nLNC Nov 17 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T17:02:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"chahat_saini_1995@yahoo.com","pcl_completion_date_5":"2028-08-27","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03529","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31"}},"seriesid":"163"}
{"contact":{"id":"41479","email":"seblelisanu@gmail.com","first_name":"Seble","last_name":"Lisanu","phone":"4032342020","orgname":"","customer_acct_name":"","tags":"WR250716","ip4":"0.0.0.0","fields":{"individual_id":"300272","full_name":"Seble Lisanu, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2021-04-19","city_1":"Montreal","province":"QC","language":"English","time_zone":"4","area_code":"403","phone_2":"5149638833","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","found":"DO4 Email","date_of_renewal_identification":"2025-07-18","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2507135","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2026-09-02","pcl_status":"P","pcl_completion_date":"2021-08-18","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2022-05-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-07-04","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"L25P01862","npi_email_temp":"seblelisanu@gmail.com","pcl_completion_date_5":"2026-08-18","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"39586","email":"camp-12@shaw.ca","first_name":"Doris","last_name":"Erickson","phone":"2509194722","orgname":"Erickson Bookkeeping Services","customer_acct_name":"Erickson Bookkeeping Services","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Doris Erickson, PCP,CPB","language":"English","canceldate":"2025-12-02","cpa_certification":"PCP","time_zone":"5","area_code":"250","members_type":"PRO","do_id":"L25P00399","new_member_date_2":"2018-10-02","pds_april":"1","cert_status":"WITHDRAWN","phone_2":"2509194722","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"23677","intcode":"06","blocnote":"June 27 2025 vm\r\nSept 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-09T13:52:00-04:00","pds_july":"1","paid_thru":"2025-09-30","onesentencenotrenewed":"PRO reached 3 years limit for renewal","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P00399","temp_intcode_for_auto_old_int_code":"6","pds_august":"1","pds_september":"1","last_infoline_date_type":"2022-12-14","last_conf_date_type":"2022-06-08","last_act_type":"2026-02-03","pcl_status":"P","pcl_completion_date":"2019-09-30","pf1_status":"P","pf1_completion_date":"2020-02-23","pf2_status":"P","pf2_completion_date":"2020-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-01-21","number_of_passed_courses":"4","pds_october":"1","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"camp-12@shaw.ca","pcl_completion_date_5":"2024-09-30","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"37628","email":"tinacooper416@gmail.com","first_name":"Tina","last_name":"Cooper","phone":"9052131161","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Tina Cooper","language":"English","canceldate":"2024-09-04","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C03477","new_member_date_2":"2023-07-05","phone_2":"9052131161","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"323416","paid_thru":"2024-06-30","temp_do_id_for_auto_old_do_id":"L25C03477","last_act_type":"2023-10-08","pcl_status":"P","pcl_completion_date":"2023-05-30","pf1_status":"F","pf1_completion_date":"2023-09-28","pf2_status":"F","pf2_completion_date":"2023-07-18","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T11:17:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"tinacooper416@gmail.com","pcl_completion_date_5":"2028-05-30","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30"}},"seriesid":"163"}
{"contact":{"id":"39992","email":"chelseyhunter@hotmail.com","first_name":"Chelsey","last_name":"Hunter","phone":"7809882384","orgname":"Spicers Canada ULC","customer_acct_name":"Spicers Canada ULC","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Chelsey Hunter","language":"English","canceldate":"2023-08-02","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"PRO","do_id":"L25P00663","new_member_date_2":"2019-06-11","pds_april":"4","cert_status":"WITHDRAWN","phone_2":"7809998559","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"160197","intcode":"06","blocnote":"July 3 2025 vm\r\nLN \/ 01 October 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T16:50:00-04:00","pds_july":"4","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":"L25P00663","temp_intcode_for_auto_old_int_code":"06","pds_august":"4","old_int_code":"21","pds_september":"4","last_infoline_date_type":"2023-02-27","last_act_type":"2024-11-03","pcl_status":"P","pcl_completion_date":"2010-02-09","pf1_status":"P","pf1_completion_date":"2010-07-26","pf2_status":"P","pf2_completion_date":"2011-09-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-02-22","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"4","npi_email_temp":"chelseyhunter@hotmail.com","pcl_completion_date_5":"2015-02-09","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"41071","email":"swansink@outlook.com","first_name":"Samantha","last_name":"Nagel","phone":"2505411661","orgname":"Prime Quality Construction Inc.","customer_acct_name":"Prime Quality Construction Inc.","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"286894","full_name":"Samantha Nagel","members_type":"CAND","lead_status":"Refused","do_id":"L25C04937","new_member_date_2":"2020-04-02","city_1":"Vernon","province":"BC","language":"English","phone_2":"2505806333","area_code":"250","time_zone":"5","pipeline_2_members_only_ast":"","intcode":"21","pipeline_1_lapsed_members":"Refused Lapsed","onesentencenotrenewed":"CAND reached 3 years limit for renewal","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04937","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2024-04-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"swansink@outlook.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"46402","email":"no-email653@ler.com","first_name":"Bonnie","last_name":"Ellison","phone":"7804238888","orgname":"Canadian Western Bank","customer_acct_name":"Canadian Western Bank","tags":"LER_dummy, 251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"82645","full_name":"Bonnie Ellison","members_type":"CORP","paid_thru":"2025-08-31","organization_id":"8622","trc":"False","wera":"False","province":"AB","last_act_type":"2025-03-21","language":"English","corp_cancel_date":"2025-11-04","do_id":"L25O4481","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":"L25O4481","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email653@ler.com","formatted_paid_thru":"31\/08\/2025","company_paid_thru":"2025-08-31","latest_paid_thru":"2025-08-31","ler_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45276","email":"tic-gotopayroll@toshiba.com","first_name":"Tonya","last_name":"Landry","phone":"7134660277","orgname":"Toshiba International Corp.","customer_acct_name":"Toshiba International Corp.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"328186","full_name":"Tonya Landry","members_type":"CORP","paid_thru":"2025-07-31","trc":"False","wera":"False","province":"TX","language":"English","corp_cancel_date":"2025-10-01","extension_phone_1":"3809","number_of_passed_courses":"0","time_zone":"3","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O05691","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"L25O3877","npi_email_temp":"tic-gotopayroll@toshiba.com","formatted_paid_thru":"31\/07\/2025","intcode":"99","temp_intcode_for_auto_old_int_code":"99","latest_paid_thru":"2025-07-31","ln_entered_date":"2026-05-28","company_paid_thru":"2025-07-31","new_member_date_2":"2026-04-28","pcl_status":"E","last_act_type":"2026-04-28","organization_id":"102772","do_id":"L25O05691","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41391","email":"marcos.venancio.de.carvalho.filho@adp.com","first_name":"Marcos","last_name":"Filho","phone":"8779590026","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"314476","full_name":"Marcos Carvalho Filho, PCP","members_type":"CORP","lead_status":"Partner","new_member_date_2":"2022-07-26","coidnewmbrdate":"1991-10-01","city_1":"Mississauga","province":"ON","language":"English","time_zone":"2","area_code":"877","phone_2":"6478947203","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","canceldate":"2025-07-04","cert_status":"ACTIVE","cpa_certification":"PCP","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2506266","organization_id":"8176","old_do_id":"LB2506266","last_infoline_date_type":"2025-03-31","last_act_type":"2025-03-31","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2022-11-09","pf1_status":"P","pf1_completion_date":"2023-04-02","pf2_status":"P","pf2_completion_date":"2023-09-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-14","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"","npi_email_temp":"marcos.venancio.de.carvalho.filho@adp.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37622","email":"christinampiotrowicz@gmail.com","first_name":"Christina","last_name":"Puglielli-Piotrowicz","phone":"5198370888","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Christina Puglielli-Piotrowicz","language":"English","canceldate":"2023-08-02","time_zone":"2","area_code":"519","members_type":"CAND","do_id":"L25C02411","new_member_date_2":"2022-06-15","phone_2":"6475266321","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"312952","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":"L25C02411","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2022-06-15","pcl_status":"F","pcl_completion_date":"2022-10-19","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"christinampiotrowicz@gmail.com","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
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{"contact":{"id":"45272","email":"no-email612@ler.com","first_name":"Payroll","last_name":"Department","phone":"7807993292","orgname":"NorCan Electric Inc.","customer_acct_name":"NorCan Electric Inc.","tags":"LER_dummy, 251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"327536","full_name":"Payroll Department","members_type":"CORP","paid_thru":"2024-12-31","organization_id":"271435","trc":"False","wera":"False","province":"AB","language":"English","corp_cancel_date":"2025-03-04","do_id":"L25O4311","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4311","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email612@ler.com","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31","company_paid_thru":"2024-12-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42276","email":"no-email50@ler.com","first_name":"Aleasha","last_name":"Wickes","phone":"2506138685","orgname":"","customer_acct_name":"","tags":"LER_dummy","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Aleasha Wickes","time_zone":"5","do_id":"L25C05479","language":"English","individual_id":"314312","phone_2":"2506138685","area_code":"250","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","canceldate":"2023-08-02","new_member_date_2":"2022-06-24","paid_thru":"2023-05-31","temp_do_id_for_auto_old_do_id":"L25C05479","province":"BC","last_act_type":"2023-08-05","blocnote":"Oct 17 2025 refusal\r\nshe didnt accept the fact that we are asking for email and that we dont have her email. She said that if I am talking on behalf of NPI I should have her email on file and then she hang up","dhmsfin_telemarketing_last_contacted_date":"2025-10-31T12:10:00-04:00","intcode":"11","temp_intcode_for_auto_old_int_code":"11","pcl_status":"F","pcl_completion_date":"2022-09-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email50@ler.com","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31"}},"seriesid":"163"}
{"contact":{"id":"46279","email":"michelle.galama@adityabirla.com","first_name":"Michelle","last_name":"Galama","phone":"9055443345","orgname":"Birla Carbon Canada Ltd.","customer_acct_name":"Birla Carbon Canada Ltd.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"284928","full_name":"Michelle Galama","members_type":"CORP","paid_thru":"2023-05-31","organization_id":"284927","trc":"False","wera":"False","province":"ON","last_act_type":"2023-07-14","language":"English","corp_cancel_date":"2023-08-02","do_id":"L25O3412","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3412","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"michelle.galama@adityabirla.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","company_paid_thru":"2023-05-31","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"38106","email":"emmylo_pusag@yahoo.com","first_name":"Emmylo","last_name":"Pusag","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Emmylo Pusag","language":"English","canceldate":"2024-07-03","time_zone":"4","area_code":"780","members_type":"CAND","new_member_date_2":"2023-05-10","phone_2":"7808856938","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"323953","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03532","last_act_type":"2023-10-05","pcl_status":"P","pcl_completion_date":"2023-08-23","pf1_status":"P","pf1_completion_date":"2023-11-02","pf2_status":"P","pf2_completion_date":"2023-11-27","number_of_passed_courses":"3","intcode":"21","blocnote":"Nov 7 2025 vm\r\nLNC Dec 12 2025 call back later in the afternoon.","dhmsfin_telemarketing_last_contacted_date":"2025-12-12T11:52:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"10","npi_email_temp":"emmylo_pusag@yahoo.com","pcl_completion_date_5":"2028-08-23","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03532"}},"seriesid":"163"}
{"contact":{"id":"42144","email":"sarahlmorton@gmail.com","first_name":"Sarah","last_name":"Gaspar","phone":"7058903773","orgname":"LiveCA LLP","customer_acct_name":"LiveCA LLP","tags":"Zerobounce indication","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Sarah Gaspar","time_zone":"2","language":"English","individual_id":"311542","phone_2":"7058903773","zerobounce_reason":"abuse","area_code":"705","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","new_member_date_2":"2022-03-29","paid_thru":"2027-02-28","date_of_renewal_identification":"2025-09-10","temp_do_id_for_auto_old_do_id":"LB2507097","province":"ON","organization_id":"259363","intcode":"99","blocnote":"Sept 25 2025 completed \r\nemail confirmed \r\nshe should be renewed\r\nshe has one question: she finished 90% of her PCP.She has one course left to go. She just wants to know if there is any time limit where the courses she passed would expire. xx","dhmsfin_telemarketing_last_contacted_date":"2025-09-25T15:38:00-04:00","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2024-11-25","last_act_type":"2026-03-03","company_paid_thru":"2026-12-31","old_int_code":"88","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","old_do_id":"L25C05077","npi_email_temp":"sarahlmorton@gmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37602","email":"zhuojunbao@gmail.com","first_name":"Zhuojun","last_name":"Bao","phone":"6478702650","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Zhuojun Bao","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"647","members_type":"CAND","new_member_date_2":"2023-05-16","phone_2":"6478702650","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"325115","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03678","last_act_type":"2023-06-16","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T14:13:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"zhuojunbao@gmail.com","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03678"}},"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, TMAI","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":"0","blocnote":"number not in service\n2026-05-25 invalid phone destination, phone: +18076242021","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:07-04:00","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":"08","province":"ON","last_act_type":"2025-04-03","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","latest_paid_thru":"2024-09-30","thewithdrawaldate":"2024-12-04","aitm_status_called":"2026-05-25T12:07:07-04:00","number_of_call_attempts":"1","npi_voicemaildetection":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_8caa18038f989926ea7e2cac701","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8caa18038f989926ea7e2cac701","number_of_total_call_attempts":"1"}},"seriesid":"163"}
{"contact":{"id":"41366","email":"willingtond@camosun.ca","first_name":"David","last_name":"Willington","phone":"2508886652","orgname":"Camosun College","customer_acct_name":"Camosun College","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"344408","full_name":"David Willington","members_type":"CAND","lead_status":"Not Relevant","new_member_date_2":"2024-11-13","coidnewmbrdate":"2019-07-11","city_1":"Victoria","province":"BC","language":"English","time_zone":"5","area_code":"250","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","paid_thru":"2027-06-30","date_of_renewal_identification":"2025-09-11","temp_do_id_for_auto_old_do_id":"LB2507668","organization_id":"8095","last_act_type":"2025-01-23","company_paid_thru":"2027-06-30","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","old_do_id":"LB2507668","canceldate":"2026-01-06","npi_email_temp":"willingtond@camosun.ca","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","corp_cancel_date":"1998-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41435","email":"sonu.gill@adp.com","first_name":"Sonu","last_name":"Gill","phone":"8665267680","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"305069","full_name":"Sonu Gill, PCP","members_type":"CORP","lead_status":"Partner","new_member_date_2":"2021-09-13","coidnewmbrdate":"1991-10-01","city_1":"Brampton","province":"ON","language":"English","extension_phone_1":"40110","time_zone":"2","area_code":"866","phone_2":"6477125182","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","canceldate":"2025-09-04","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2507286","cert_status":"ACTIVE","organization_id":"8176","cpa_certification":"PCP","old_do_id":"LB2507286","last_infoline_date_type":"2025-09-23","last_act_type":"2025-09-23","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2023-07-18","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":"2024-04-18","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"","npi_email_temp":"sonu.gill@adp.com","pcl_completion_date_5":"2028-07-18","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42399","email":"tsknape@telus.net","first_name":"Tania","last_name":"Knape","phone":"6046852020","orgname":"Connor, Clark & Lunn Financial Group Ltd.","customer_acct_name":"Connor, Clark & Lunn Financial Group Ltd.","tags":"WR250827, npiAlert13, npiAlert14, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"173939","full_name":"Tania Knape, PCP","members_type":"PRO","lead_status":"Lapsed Member","new_member_date_2":"2010-09-02","city_1":"Port Coquitlam","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"6049420551","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"Aug 27 2025 vm\n2026 May 25 call reached voicemail, no human interaction\n2026 May 25 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:07-04:00","coidnewmbrdate":"17\/07\/25 00:00","date_of_renewal_identification":"","canceldate":"2025-08-22","paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"L25P03015","temp_intcode_for_auto_old_int_code":"06","cert_status":"SUSPENDED","cpa_certification":"PCP","pds_august":"10","old_int_code":"99","pds_september":"10","last_conf_date_type":"2025-06-18","last_act_type":"2026-09-05","company_paid_thru":"2027-06-30","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":"2010-12-21","number_of_passed_courses":"4","pds_october":"10","trc":"False","wera":"False","pds_november":"10","do_id":"L25P03015","old_do_id":"LB2507562","npi_email_temp":"tsknape@telus.net","ln_entered_date":"2026-03-26","pcl_completion_date_5":"2015-11-15","formatted_paid_thru":"30\/06\/2027","latest_paid_thru":"2027-06-30","thewithdrawaldate":"2025-08-22","aitm_status_called":"2026-05-25T14:22:06-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was an outbound attempt to reach Tania but 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","session_id":"call_a9c207578c388279abbe6e3f544","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a9c207578c388279abbe6e3f544","number_of_total_call_attempts":"2","corp_cancel_date":"1999-09-01"}},"seriesid":"163"}
{"contact":{"id":"40021","email":"arlene.yl.tsai@gmail.com","first_name":"Yalin","last_name":"Cai","phone":"","orgname":"Spaceplus","customer_acct_name":"Spaceplus","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Yalin Cai","language":"English","canceldate":"2023-09-02","cpa_certification":"CPM","time_zone":"2","area_code":"647","members_type":"PRO","do_id":"L25P01209","new_member_date_2":"2018-07-27","cert_status":"WITHDRAWN","phone_2":"6478718949","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"265334","intcode":"21","blocnote":"July 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-03T18:46:00-04:00","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":"L25P01209","temp_intcode_for_auto_old_int_code":"21","last_infoline_date_type":"2023-02-15","last_act_type":"2023-01-12","pcl_status":"P","pcl_completion_date":"2018-11-04","pf1_status":"P","pf1_completion_date":"2019-02-24","pf2_status":"P","pf2_completion_date":"2019-03-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-07-04","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"arlene.yl.tsai@gmail.com","pcl_completion_date_5":"2023-11-04","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"42363","email":"robin.hendrickson@pentair.com","first_name":"Robin","last_name":"Hendrickson","phone":"7635451730","orgname":"Pentair","customer_acct_name":"Pentair","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Robin Hendrickson","time_zone":"3","do_id":"L25A01937","language":"English","individual_id":"311899","phone_2":"9523610858","zerobounce_reason":"(zerobounce invalid)","area_code":"763","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2023-04-30","canceldate":"2023-07-11","new_member_date_2":"2022-04-25","temp_do_id_for_auto_old_do_id":"L25A01937","province":"MN","last_act_type":"2022-04-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"robin.hendrickson@pentair.com","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:44-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:40-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","aitm_callsummarytitle":"Voicemail reached, no human answer","blocnote":"2026 May 08 call reached corporate voicemail, no contact made\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 call reached voicemail at Pentair Corporate World headquarters, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail at Pentair corporate office\n2026 May 13 call reached voicemail, no human interaction\n2026 May 15 call reached voicemail at Pentair corporate headquarters, no human contact.\n2026 May 15 call reached voicemail, no human interaction","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Reached voicemail, no conversation occurred.","intcode":"06","initialvalue":"Other","othermemberbenefit":"No human contact to determine.","astotherreasonsnottorenew":"No contact made, voicemail reached.","temp_intcode_for_auto_old_int_code":"06","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0d315de5f1cf313c293431e6e5b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0d315de5f1cf313c293431e6e5b"}},"seriesid":"163"}
{"contact":{"id":"38132","email":"sbpatel079@gmail.com","first_name":"Shweta","last_name":"Patel","phone":"3069148870","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Shweta Patel","language":"English","canceldate":"2024-10-02","time_zone":"3","area_code":"306","members_type":"CAND","do_id":"L25C03535","new_member_date_2":"2023-08-21","phone_2":"3069148870","province":"SK","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"323961","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25C03535","last_act_type":"2023-11-09","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T16:47:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"sbpatel079@gmail.com","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"41117","email":"xiaodouer@gmail.com","first_name":"Jane","last_name":"Shi","phone":"7786820210","orgname":"Maan Farms Market and Estate Winery","customer_acct_name":"Maan Farms Market and Estate Winery","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"323214","full_name":"Jane Shi","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-03-31","city_1":"Abbotsford","province":"BC","language":"English","phone_2":"7786820210","extension_phone_1":"103","area_code":"778","time_zone":"5","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04984","last_act_type":"2024-09-04","pcl_status":"P","pcl_completion_date":"2023-08-04","pf1_status":"P","pf1_completion_date":"2023-12-27","pf2_status":"P","pf2_completion_date":"2024-04-16","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC \/ 10 November 2025 At work - Can't talk\r\nLNC \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T17:23:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"xiaodouer@gmail.com","old_int_code":"06","date_of_renewal_identification":"","old_do_id":"L25C04984","pcl_completion_date_5":"2028-08-04","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"40004","email":"venessa.sandy@gcgaming.com","first_name":"Venessa","last_name":"Sandy","phone":"6043031000","orgname":"Great Canadian Gaming Corp.","customer_acct_name":"Great Canadian Gaming Corp.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Venessa Sandy, PCP","language":"English","canceldate":"2024-07-03","cpa_certification":"PCP","time_zone":"5","area_code":"604","members_type":"CORP","new_member_date_2":"2019-05-28","cert_status":"ACTIVE","phone_2":"4168327224","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"228124","organization_id":"50642","intcode":"99","blocnote":"July 3 2025 vm\r\nSept 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T16:15:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-09-30","temp_do_id_for_auto_old_do_id":"LB2507607","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2507607","old_int_code":"6","last_infoline_date_type":"2024-06-18","last_act_type":"2026-12-01","company_paid_thru":"2026-09-30","date_of_renewal_identification":"2025-10-08","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":"2016-02-02","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"venessa.sandy@gcgaming.com","pcl_completion_date_5":"2019-12-15","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"42557","email":"fortinac@hotmail.com","first_name":"Annie-Claude","last_name":"Fortin","phone":"","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":"339031","full_name":"Annie-Claude Fortin","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05630","new_member_date_2":"2024-06-19","city_1":"Verdun","province":"QC","language":"French","time_zone":"2","area_code":"514","phone_2":"5147016280","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":"L25C05630","last_act_type":"2024-06-18","pcl_status":"F","pcl_completion_date":"2024-10-07","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"fortinac@hotmail.com","pcl_completion_date_5":"2029-10-07","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"40125","email":"nhojka@live.ca","first_name":"Nythia","last_name":"Hojka","phone":"7805324491","orgname":"Grande Prairie Public School Division","customer_acct_name":"Grande Prairie Public School Division","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Nythia Hojka, PCP","language":"English","canceldate":"2023-11-14","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","new_member_date_2":"2022-02-03","cert_status":"ACTIVE","phone_2":"7803704739","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","intcode":"99","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"","individual_id":"309745","organization_id":"323104","blocnote":"July 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-04T15:23:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2506631","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2506631","old_int_code":"6","last_infoline_date_type":"2024-11-13","last_act_type":"2026-12-01","company_paid_thru":"2027-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2022-06-12","pf1_status":"P","pf1_completion_date":"2022-08-04","pf2_status":"P","pf2_completion_date":"2022-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-07-28","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"nhojka@live.ca","pcl_completion_date_5":"2027-06-12","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44785","email":"bonnie@hallbusiness.ca","first_name":"Bonnie","last_name":"Hall","phone":"4033339372","orgname":"Hall Business Services","customer_acct_name":"Hall Business Services","tags":"AI Contacts sent to TM 2026, 251217 New AST","ip4":"10.13.145.197","fields":{"individual_id":"357589","full_name":"Bonnie Hall, CPB","members_type":"AST","new_member_date_2":"2025-12-11","paid_thru":"2026-11-30","trc":"False","wera":"False","last_act_type":"2026-07-01","language":"English","do_id":"AST2600","time_zone":"4","number_of_passed_courses":"0","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2600","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","province":"AB","npi_email_temp":"bonnie@hallbusiness.ca","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","blocnote":"May 14 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T16:06:00-04:00","intcode":"06","telemarketing_call_date":"2026-05-14","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2026-07-01"}},"seriesid":"163"}
{"contact":{"id":"45311","email":"no-email286@ler.com","first_name":"Lisa","last_name":"Reonegro","phone":"4166745441","orgname":"Camso Distribution Canada Inc.","customer_acct_name":"Camso Distribution Canada Inc.","tags":"LER_dummy, 251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"109724","full_name":"Lisa Reonegro","members_type":"CORP","paid_thru":"2025-08-31","organization_id":"107621","trc":"False","wera":"False","province":"ON","language":"English","corp_cancel_date":"2025-11-04","do_id":"L25O2543","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O2543","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email286@ler.com","formatted_paid_thru":"31\/08\/2025","company_paid_thru":"2025-08-31","latest_paid_thru":"2025-08-31","ler_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42316","email":"rsouad@hotmail.com","first_name":"Souad","last_name":"Rouabah","phone":"4189296260","orgname":"Xpertics Solutions Inc.","customer_acct_name":"Xpertics Solutions Inc.","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Souad Rouabah","time_zone":"2","do_id":"L25C05503","language":"English","individual_id":"291275","phone_2":"4189296260","zerobounce_reason":"(zerobounce invalid)","area_code":"418","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","cpa_certification":"PCP","cert_status":"PENDING","paid_thru":"2024-07-31","canceldate":"2024-10-02","new_member_date_2":"2020-08-12","temp_do_id_for_auto_old_do_id":"L25C05503","province":"QC","last_act_type":"2023-07-23","pcl_status":"P","pcl_completion_date":"2020-12-27","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2021-10-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-03-29","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"rsouad@hotmail.com","pcl_completion_date_5":"2025-12-27","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"39129","email":"ar@concordpumps.ca","first_name":"Yeney","last_name":"Mir","phone":"","orgname":"Concord Concrete Pumps","customer_acct_name":"Concord Concrete Pumps","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Yeney Mir","language":"English","canceldate":"2023-09-02","cpa_certification":"PCP","time_zone":"2","area_code":"514","members_type":"PRO","do_id":"L25P01087","new_member_date_2":"2021-07-06","cert_status":"WITHDRAWN","phone_2":"5145506892","province":"BC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"250147","intcode":"21","blocnote":"June 23 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-06-23T15:42:00-04:00","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":"L25P01087","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-01-12","pcl_status":"P","pcl_completion_date":"2017-04-02","pf1_status":"P","pf1_completion_date":"2017-04-30","pf2_status":"P","pf2_completion_date":"2017-06-11","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","npi_email_temp":"ar@concordpumps.ca","pcl_completion_date_5":"2022-04-02","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"39614","email":"kmlovely@gmail.com","first_name":"Katie","last_name":"Lovely","phone":"","orgname":"McDonough Manufacturing","customer_acct_name":"McDonough Manufacturing","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Katie Lovely","language":"English","canceldate":"2024-12-04","cpa_certification":"PCP","time_zone":"1","area_code":"902","members_type":"PRO","do_id":"L25P01141","new_member_date_2":"2017-10-20","cert_status":"WITHDRAWN","phone_2":"9028023926","province":"NB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"257317","intcode":"15","blocnote":"June 30 2025 vm\n2026 May 11 call reached Katie, introduction made, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:41:04-04:00","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25P01141","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2022-04-13","last_act_type":"2025-04-03","pcl_status":"P","pcl_completion_date":"2018-02-04","pf1_status":"P","pf1_completion_date":"2019-01-21","pf2_status":"P","pf2_completion_date":"2019-09-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-01-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kmlovely@gmail.com","pcl_completion_date_5":"2023-02-04","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","thewithdrawaldate":"2024-12-04","aitm_status_called":"2026-05-11T15:41:45-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Katie and introduced herself, explaining the purpose of the call regarding Katie's lapsed Professional 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 to lapsed member","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"5","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4020168f51f3d1cb1d5244e9bf1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4020168f51f3d1cb1d5244e9bf1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"42424","email":"gil@directobjective.ca","first_name":"Gil","last_name":"Gruber","phone":"5142387766","orgname":"Direct Objective Consulting","customer_acct_name":"Direct Objective Consulting","tags":"payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit, TMAI","ip4":"0.0.0.0","fields":{"lead_status":"Refused","province":"QC","full_name":"Gil Gruber, MBA","language":"English","origin":"","explicit_consent_date":"","domain_1":"","domain_2":"","attended_webinar":"","lapsed_expiration_date":"","email2":"","individual_id":"287470","members_type":"PRO","time_zone":"2","area_code":"","never_call":"","region":"","city_1":"","found":"","last_engaged_date":"2026-04-30","nonactive_reason":"","last_login_date":"2025-12-10T10:36:02-05:00","old_do_id":"LB2505252","blocnote":"2026 May 25 contact forgot to renew, sent renewal email, completed survey - NPI# 42424\n2026 May 25 call reached 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agent contacted Gil regarding his lapsed Student membership with the National Payroll Institute and discussed the process for obtaining his payroll designation. Gil expressed interest and asked for more details, leading the agent to send an email with the detailed procedure and links. The call concluded with the agent providing instructions on credit transfer and thanking Gil for his time.","aitm_callsummarytitle":"Discussed designation process and sent renewal email","aitm_status_called":"2026-05-25T21:51:01-04:00","ln_entered_date":"2026-05-25","number_of_calls_reached":"","number_of_call_attempts":"1","renewal_refusal_reasons":"Lack of usage","initialvalue":"Designation","astreasonsnottorenew":"","astotherreasonsnottorenew":"","prootherreasonsnottorenew":"About to retire","npi_call_back_date_and_time":"2026-05-25T21:24:00-04:00","npi_call_back_time_hour":"21","npi_call_back_time_minute":"24","npi_email_2":"gillard@directobjective.ca","npi_email_temp":"gil@directobjective.ca","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_total_call_attempts":"","session_id":"call_9dde59886afee78591d561bee5c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9dde59886afee78591d561bee5c","thewithdrawaldate":"","thewithdrawaldate_3_years":"","formatted_paid_thru":"16\/01\/2026","latest_paid_thru":"2026-01-16"}},"seriesid":"163"}
{"contact":{"id":"40997","email":"shamiki.mitchell@ngc.com","first_name":"Shamiki","last_name":"Mitchell","phone":"4695240104","orgname":"Northrop Grumman","customer_acct_name":"Northrop Grumman","tags":"WR250625","ip4":"0.0.0.0","fields":{"individual_id":"158258","full_name":"Shamiki Mitchell, PLP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2019-04-16","city_1":"Irving","province":"TX","language":"English","phone_2":"8324207119","area_code":"832","time_zone":"3","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","cert_status":"ACTIVE","found":"DO4 Email","date_of_renewal_identification":"2025-07-08","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2507161","cpa_certification":"CPM","last_conf_date_type":"2016-06-15","last_act_type":"2026-04-13","pcl_status":"P","pcl_completion_date":"2010-09-20","pf1_status":"P","pf1_completion_date":"2011-01-07","pf2_status":"P","pf2_completion_date":"2011-09-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-05-18","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","old_do_id":"L25P01726","npi_email_temp":"shamiki.mitchell@ngc.com","pcl_completion_date_5":"2015-09-20","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
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{"contact":{"id":"45205","email":"no-email282@ler.com","first_name":"Martin","last_name":"Pietrzak","phone":"","orgname":"Marsh & McLennan Companies","customer_acct_name":"Marsh & McLennan Companies","tags":"npiAlert9, LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"110569","full_name":"Martin Pietrzak","members_type":"CORP","paid_thru":"2024-08-31","organization_id":"8406","trc":"False","wera":"False","province":"KY","language":"English","corp_cancel_date":"2024-11-02","do_id":"L25O2531","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2531","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email282@ler.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","company_paid_thru":"2024-08-31","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"38123","email":"kelsey.b.ritchie@gmail.com","first_name":"Kelsey","last_name":"Ritchie","phone":"4033154448","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Kelsey Ritchie","language":"English","canceldate":"2025-01-07","time_zone":"4","area_code":"403","members_type":"CAND","do_id":"L25C04468","new_member_date_2":"2023-11-22","phone_2":"4033154448","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"331726","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25C04468","last_act_type":"2023-11-21","pcl_status":"P","pcl_completion_date":"2024-05-01","pf1_status":"F","pf1_completion_date":"2024-08-12","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 17 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T11:06:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"kelsey.b.ritchie@gmail.com","pcl_completion_date_5":"2029-05-01","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"40079","email":"cdamsgard@outlook.com","first_name":"Christine","last_name":"Damsgard","phone":"7804591676","orgname":"The City of St. Albert","customer_acct_name":"The City of St. Albert","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Christine Damsgard, PCP","language":"English","canceldate":"2024-04-16","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","new_member_date_2":"2011-05-20","pds_april":"4","cert_status":"ACTIVE","phone_2":"7808870655","province":"AB","zerobounce_reason":"valid","lead_status":"Not Relevant","intcode":"99","onesentencenotrenewed":" ","pipeline_1_lapsed_members":"","individual_id":"170939","organization_id":"6669","blocnote":"July 3 2025 vm\r\nSept 11 2025 She is a member (Corporate)","dhmsfin_telemarketing_last_contacted_date":"2025-09-11T18:17:00-04:00","pipeline_2_members_only_ast":"","pds_july":"4","temp_do_id_for_auto_old_do_id":"LB2504682","old_int_code":"13","temp_intcode_for_auto_old_int_code":"99","pds_august":"4","old_do_id":"LB2504682","pds_september":"4","last_infoline_date_type":"2025-09-15","last_act_type":"2026-04-05","paid_thru":"2026-11-30","company_paid_thru":"2026-11-30","pcl_status":"P","pcl_completion_date":"2010-07-13","pf1_status":"P","pf1_completion_date":"2010-08-03","pf2_status":"P","pf2_completion_date":"2010-08-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-05-12","number_of_passed_courses":"4","pds_october":"4","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"4","npi_email_temp":"cdamsgard@outlook.com","pcl_completion_date_5":"2015-07-13","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","do_id":"","company_status":"A"}},"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":"2026-12-01","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","old_do_id":"L25O00955","npi_email_temp":"jpclarke@shaw.ca","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
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{"contact":{"id":"46290","email":"jstahle@mte85.com","first_name":"Jennifer","last_name":"Stahle","phone":"5197436500","orgname":"MTE Consultants Inc.","customer_acct_name":"MTE Consultants Inc.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"175401","full_name":"Jennifer Stahle","members_type":"CORP","paid_thru":"2024-11-30","organization_id":"44359","trc":"False","wera":"False","province":"ON","language":"English","corp_cancel_date":"2025-02-04","do_id":"L25O2650","number_of_passed_courses":"0","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":"L25O2650","npi_email_temp":"jstahle@mte85.com","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","company_paid_thru":"2024-11-30","blocnote":"May 28 vm","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"39986","email":"kainthdk@gmail.com","first_name":"Davinder","last_name":"Kainth","phone":"4162972600","orgname":"Aecon Construction Group Inc.","customer_acct_name":"Aecon Construction Group Inc.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Davinder Kainth, PLP","language":"English","canceldate":"2023-07-21","cpa_certification":"CPM","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2014-08-25","pds_april":"3","cert_status":"ACTIVE","phone_2":"5192490901","province":"ON","zerobounce_reason":"valid","lead_status":"Renewed Lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"227891","organization_id":"7589","intcode":"99","blocnote":"July 3 2025 She is now a member with her company.","dhmsfin_telemarketing_last_contacted_date":"2025-07-03T18:36:00-04:00","old_int_code":"13","date_of_renewal_identification":"2026-05-28","pds_july":"3","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"LB2505781","temp_intcode_for_auto_old_int_code":"99","pds_august":"3","pds_september":"3","last_infoline_date_type":"2025-10-16","last_act_type":"2026-12-01","company_paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2014-12-22","pf1_status":"P","pf1_completion_date":"2015-04-20","pf2_status":"P","pf2_completion_date":"2015-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-05-26","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"3","do_id":"LB2505781","old_do_id":"L25P00923","npi_email_temp":"kainthdk@gmail.com","pcl_completion_date_5":"2019-12-22","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"38108","email":"alstonjohar@gmail.com","first_name":"Alston","last_name":"Arid","phone":"4317889846","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Alston Abdul-Aziz Arid","language":"English","canceldate":"2024-10-02","time_zone":"3","area_code":"431","members_type":"CAND","do_id":"LB2504241","new_member_date_2":"2023-08-08","phone_2":"4317889846","province":"MB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"321669","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"LB2504241","last_act_type":"2023-08-08","pcl_status":"P","pcl_completion_date":"2023-06-27","pf1_status":"P","pf1_completion_date":"2023-07-12","pf2_status":"P","pf2_completion_date":"2023-11-02","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Nov 7 2025 vm\r\nLNC Dec 5 2025 He said he did not renew because did not get a job.","dhmsfin_telemarketing_last_contacted_date":"2025-12-05T14:23:00-05:00","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":"L25C03295","npi_email_temp":"alstonjohar@gmail.com","pcl_completion_date_5":"2028-06-27","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"41101","email":"toordeep94@gmail.com","first_name":"Sandeep","last_name":"Kaur","phone":"4163578043","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":"336060","full_name":"Sandeep Kaur Sandeep Kaur","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04968","new_member_date_2":"2024-04-09","city_1":"Brampton","province":"ON","language":"English","phone_2":"4163578043","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":"L25C04968","last_act_type":"2024-09-04","pcl_status":"F","pcl_completion_date":"2024-08-08","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 2 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T15:03:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"toordeep94@gmail.com","pcl_completion_date_5":"2029-08-08","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"38059","email":"hadish_nugusse@yahoo.com","first_name":"Hadish","last_name":"Berhe","phone":"5875019128","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Hadish Berhe","language":"English","canceldate":"2024-04-02","time_zone":"4","area_code":"587","members_type":"CAND","new_member_date_2":"2023-02-07","phone_2":"5875019128","province":"AB","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"321563","paid_thru":"2024-01-31","temp_do_id_for_auto_old_do_id":"L25C03289","last_act_type":"2024-08-07","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"F","pf1_completion_date":"2023-11-27","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 14 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-14T13:44:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"hadish_nugusse@yahoo.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03289","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"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, npiAlert2, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"last_engaged_date":"2025-05-08","no_email_solicitation":"False","intcode":"99","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","individual_id":"214935","full_name":"Oumroutie Gemma Ramlal","lead_status":"Renewed AST","do_id":"AST03324","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":"L25A01829","pipeline_2_members_only_ast":"Ongoing member to be called","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2027-05-31","temp_do_id_for_auto_old_do_id":"AST03324","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2024-08-13","last_act_type":"2026-05-26","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":"15","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","date_of_renewal_identification":"2026-05-27","ai_entered_date":"2026-05-27","telemarketing_call_date":"2026-03-03"}},"seriesid":"163"}
{"contact":{"id":"38098","email":"isabelle.baas@outlook.com","first_name":"Isabelle","last_name":"Baas","phone":"","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Isabelle Baas, PCP","language":"English","canceldate":"2024-11-02","cpa_certification":"PCP","time_zone":"2","area_code":"514","members_type":"PRO","new_member_date_2":"2011-11-23","pds_april":"13","cert_status":"ACTIVE","phone_2":"5142524993","province":"QC","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"192935","intcode":"06","blocnote":"June 17 2025 vm Fran\u00e7ais","dhmsfin_telemarketing_last_contacted_date":"2025-06-17T11:06:00-04:00","pds_july":"13","paid_thru":"2026-08-31","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"LB2505479","temp_intcode_for_auto_old_int_code":"6","pds_august":"13","pds_september":"13","last_infoline_date_type":"2023-04-27","last_conf_date_type":"2023-07-12","last_act_type":"2025-07-21","pipeline_2_members_only_ast":"","pcl_status":"P","pcl_completion_date":"2012-06-07","pf1_status":"P","pf1_completion_date":"2012-11-27","pf2_status":"P","pf2_completion_date":"2013-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-01-25","number_of_passed_courses":"4","pds_october":"13","trc":"True","wera":"False","pds_november":"13","do_id":"LB2505479","old_do_id":"L25P00744","npi_email_temp":"isabelle.baas@outlook.com","pcl_completion_date_5":"2017-06-07","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"39048","email":"gracie.gabe@outlook.com","first_name":"Grace","last_name":"Gabe","phone":"","orgname":"NDHQ","customer_acct_name":"NDHQ","tags":"npiAlert13, NPI LN sent to TM, TMAI, recall pro","ip4":"127.0.0.1","fields":{"full_name":"Grace Gabe, LLQP","language":"English","canceldate":"2024-08-02","cpa_certification":"PCP","time_zone":"2","area_code":"613","members_type":"PRO","do_id":"L25P00824","new_member_date_2":"2013-11-22","cert_status":"WITHDRAWN","phone_2":"6137971015","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"215790","intcode":"06","blocnote":"June 23 2025 vm\n2026 May 15 contact answered but requested callback in 45 minutes\n2026 May 15 reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:05-04:00","paid_thru":"2024-05-31","temp_do_id_for_auto_old_do_id":"L25P00824","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-10-31","pcl_status":"P","pcl_completion_date":"2013-08-02","pf1_status":"P","pf1_completion_date":"2013-08-02","pf2_status":"P","pf2_completion_date":"2013-09-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-11-01","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"gracie.gabe@outlook.com","pcl_completion_date_5":"2018-08-02","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","thewithdrawaldate":"2024-08-02","aitm_status_called":"2026-05-21T10:52:05-04:00","number_of_call_attempts":"7","npi_call_back_date_and_time":"2026-05-15T14:03:00-04:00","npi_call_back_time_hour":"14","npi_call_back_time_minute":"03","npi_transcriptsummary":"The call reached voicemail and no conversation with the contact took place.","aitm_callsummarytitle":"Voicemail reached, 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","session_id":"call_1528eb2fc63a5e012d62ce982fe","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1528eb2fc63a5e012d62ce982fe","mini_nps":"3","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"39130","email":"courttneylaura@icloud.com","first_name":"Courttney","last_name":"Boulanger","phone":"7053581138","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Courttney Boulanger","language":"English","canceldate":"2024-03-05","time_zone":"2","area_code":"705","members_type":"CAND","new_member_date_2":"2023-05-11","phone_2":"7053581138","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"324872","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03650","last_act_type":"2024-05-03","pcl_status":"F","pcl_completion_date":"2023-09-09","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 27 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T14:29:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"courttneylaura@icloud.com","pcl_completion_date_5":"2028-09-09","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","old_int_code":"06","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C03650"}},"seriesid":"163"}
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{"contact":{"id":"44695","email":"sam.horner@live.ca","first_name":"Sam","last_name":"Horner","phone":"","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342392","full_name":"Sam Horner","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-09-30","paid_thru":"2025-09-30","phone_2":"2502137533","trc":"False","wera":"False","province":"BC","last_act_type":"2024-10-16","language":"English","do_id":"L25C8506","lead_status":"Lapsed Member","time_zone":"5","number_of_passed_courses":"0","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8506","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"sam.horner@live.ca","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"41534","email":"amarakaran.s@gmail.com","first_name":"Srivasanthini","last_name":"Amarakaran","phone":"4163851890","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"115391","full_name":"Srivasanthini Amarakaran","lead_status":"Refused","members_type":"CAND","new_member_date_2":"2023-05-17","city_1":"Scarborough","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4163851890","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","cpa_certification":"PCP","paid_thru":"2025-04-30","canceldate":"2025-07-04","temp_do_id_for_auto_old_do_id":"L25C05389","last_act_type":"2024-07-04","pcl_status":"P","pcl_completion_date":"2023-08-17","pf1_status":"P","pf1_completion_date":"2024-04-01","pf2_status":"P","pf2_completion_date":"2024-04-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-01-22","number_of_passed_courses":"4","intcode":"21","blocnote":"LNC \/ 10 November 2024 Discontinued","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T15:29:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","old_int_code":"16","trc":"True","wera":"False","npi_email_temp":"amarakaran.s@gmail.com","pcl_completion_date_5":"2028-08-17","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","date_of_renewal_identification":"","old_do_id":"L25C05389"}},"seriesid":"163"}
{"contact":{"id":"42307","email":"mslvang@hotmail.com","first_name":"Mai","last_name":"Vang","phone":"","orgname":"","customer_acct_name":"","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Mai Vang","time_zone":"2","do_id":"L25A01916","language":"English","individual_id":"167889","phone_2":"5198075127","zerobounce_reason":"(zerobounce invalid)","area_code":"519","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","pds_july":"1","cpa_certification":"PCP","cert_status":"WITHDRAWN_CPE","paid_thru":"2024-11-30","canceldate":"2025-02-04","new_member_date_2":"2020-12-23","temp_do_id_for_auto_old_do_id":"L25A01916","province":"ON","pds_august":"1","pds_september":"1","last_infoline_date_type":"2022-12-01","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2010-08-16","pf1_status":"P","pf1_completion_date":"2011-01-04","pf2_status":"P","pf2_completion_date":"2012-12-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-01-25","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"mslvang@hotmail.com","pcl_completion_date_5":"2015-08-16","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","called_by":"Tri","aitm_status_called":"2026-05-15T16:26:41-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached voicemail; the agent left a message as the contact was not available to speak.","aitm_callsummarytitle":"Voicemail reached, message left","blocnote":"2026 May 08 call reached Lou, Mai not available, voicemail reached.\n2026 May 11 voicemail reached, message left\n2026 May 13 call reached voicemail, no contact with Mai\n2026 May 15 call reached voicemail, message left","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not available to discuss renewal.","intcode":"06","initialvalue":"Other","othermemberbenefit":"N\/A","temp_intcode_for_auto_old_int_code":"06","astotherreasonsnottorenew":"Contact not available to respond.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_42eebc85d4b61f814ee16a9ed8b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_42eebc85d4b61f814ee16a9ed8b","old_int_code":"03"}},"seriesid":"163"}
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{"contact":{"id":"40136","email":"ddmorgan1@hotmail.com","first_name":"Debby","last_name":"Morgan","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Debby Morgan","language":"English","canceldate":"2025-01-07","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"PRO","new_member_date_2":"2010-11-01","pds_april":"18","cert_status":"WITHDRAWN","phone_2":"6472339372","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"177385","intcode":"11","blocnote":"July 4 2025 vm\n2026 May 15 contact declined to continue with agent, requested to speak with a person","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T09:45:12-04:00","pds_july":"18","paid_thru":"2024-10-31","temp_do_id_for_auto_old_do_id":"L25P00692","temp_intcode_for_auto_old_int_code":"11","pds_august":"18","pds_september":"18","last_infoline_date_type":"2023-11-21","last_act_type":"2025-07-04","pcl_status":"P","pcl_completion_date":"2011-01-12","pf1_status":"P","pf1_completion_date":"2011-04-25","pf2_status":"P","pf2_completion_date":"2011-07-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-02-07","number_of_passed_courses":"4","pds_october":"18","trc":"False","wera":"False","pds_november":"18","npi_email_temp":"ddmorgan1@hotmail.com","pcl_completion_date_5":"2016-01-12","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","thewithdrawaldate":"2025-01-07","aitm_status_called":"2026-05-15T11:06:45-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Debby regarding her lapsed Professional membership with the National Payroll Institute and asked if she could answer a few questions. Debby declined to continue with the agent, requesting to speak with a person instead, and the call ended courteously.","aitm_callsummarytitle":"Contact declined to continue with agent","notrenewedwanttorenew":"No","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":"Neutral","retell_call_status":"ended","old_do_id":"L25P00692","session_id":"call_75d0b61bc6a30746e83a8cb31bd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_75d0b61bc6a30746e83a8cb31bd","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"40092","email":"dameliaveronica@yahoo.com","first_name":"Amelia-Veronica","last_name":"Ignat","phone":"5195700003","orgname":"Waterloo Region District School Board","customer_acct_name":"Waterloo Region District School Board","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Amelia-Veronica Ignat, PCP","language":"English","canceldate":"2025-01-10","cpa_certification":"CPM","extension_phone_1":"4374","time_zone":"2","area_code":"519","members_type":"CORP","new_member_date_2":"2015-01-02","pds_april":"4","cert_status":"ACTIVE","phone_2":"2268873895","province":"ON","zerobounce_reason":"valid","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"231216","organization_id":"100512","intcode":"99","blocnote":"July 4 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-07-04T15:06:00-04:00","pipeline_2_members_only_ast":"","pds_july":"4","paid_thru":"2027-02-28","temp_do_id_for_auto_old_do_id":"LB2504853","temp_intcode_for_auto_old_int_code":"99","pds_august":"4","old_do_id":"LB2504853","old_int_code":"6","pds_september":"4","last_infoline_date_type":"2019-10-06","last_act_type":"2026-02-27","company_paid_thru":"2027-02-28","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2015-04-20","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":"2015-07-06","number_of_passed_courses":"4","pds_october":"4","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"4","npi_email_temp":"dameliaveronica@yahoo.com","pcl_completion_date_5":"2020-04-20","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","do_id":"","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"39612","email":"knaveensmart@gmail.com","first_name":"Naveen","last_name":"Kumar","phone":"4372999046","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Naveen Kumar","language":"English","canceldate":"2024-11-02","time_zone":"2","area_code":"437","members_type":"CAND","do_id":"L25C04118","new_member_date_2":"2023-08-28","phone_2":"4372999046","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328409","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04118","last_act_type":"2023-08-28","pcl_status":"F","pcl_completion_date":"2023-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"02","blocnote":"LNC Dec 2 2025 survey completed sent email. He said he will enroll again in a few months. He said it would good if could enter the membership directly with NPI.","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T13:34:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"02","sendapplicationform":"2025-12-02T13:24:00-05:00","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","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":"I would like info on how to do calculations to be more elaborate.","expectationsnotmet":"Yes","expectationsnotmetspecify":"Help on resolving questions.","membershipcost":"Yes","membershipcostspecify":"Financial factors.","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"More online training and practical work to help me score better.","mini_nps":"3","age_range":"31 to 45 years","selfpayrollproficiency":"Native","old_int_code":"10","npi_email_temp":"knaveensmart@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
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{"contact":{"id":"44771","email":"charlesshaina@outlook.com","first_name":"SHAINA","last_name":"CHARLES","phone":"5145158586","orgname":"","customer_acct_name":"","tags":"AI Contacts sent to TM 2026, 251210 New Ast","ip4":"10.13.136.235","fields":{"individual_id":"357386","full_name":"SHAINA CHARLES","members_type":"AST","new_member_date_2":"2025-12-03","paid_thru":"2026-11-30","phone_2":"5145158586","trc":"False","wera":"False","province":"QC","language":"English","do_id":"AST2576","number_of_passed_courses":"0","time_zone":"2","lead_status":"Member","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","temp_do_id_for_auto_old_do_id":"AST2576","npi_email_temp":"charlesshaina@outlook.com","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","blocnote":"May 14 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T09:55:00-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","telemarketing_call_date":"2026-05-14","last_act_type":"2025-03-12"}},"seriesid":"163"}
{"contact":{"id":"40998","email":"chandra.saurette@gmail.com","first_name":"Chandra","last_name":"Groome","phone":"7809482200","orgname":"SMS Equipment Inc.","customer_acct_name":"SMS Equipment Inc.","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"330623","full_name":"Chandra Groome","members_type":"CORP","lead_status":"Not Relevant","new_member_date_2":"2024-03-27","organization_id":"24836","coidnewmbrdate":"1999-04-01","city_1":"Sherwood Park","province":"AB","language":"English","phone_2":"7802426977","area_code":"780","time_zone":"4","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","canceldate":"2025-06-03","paid_thru":"2027-03-31","temp_do_id_for_auto_old_do_id":"LB2504713","old_do_id":"LB2504713","last_act_type":"2025-01-24","company_paid_thru":"2027-03-31","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2024-07-02","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"chandra.saurette@gmail.com","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"37634","email":"khanrubayet10@gmail.com","first_name":"Rubayet","last_name":"Khan","phone":"6478875719","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Rubayet Khan","language":"English","canceldate":"2024-07-03","time_zone":"2","area_code":"647","members_type":"CAND","new_member_date_2":"2023-05-17","phone_2":"6478875719","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"325134","paid_thru":"2024-04-30","temp_do_id_for_auto_old_do_id":"L25C03681","last_act_type":"2023-08-21","pcl_status":"F","pcl_completion_date":"2023-08-21","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Nov 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-26T14:21:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"khanrubayet10@gmail.com","pcl_completion_date_5":"2028-08-21","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_int_code":"06","old_do_id":"L25C03681"}},"seriesid":"163"}
{"contact":{"id":"41586","email":"payroll@transcounts.com","first_name":"Aman","last_name":"Mittal","phone":"6043321029","orgname":"Transcounts Services Inc.","customer_acct_name":"Transcounts Services Inc.","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"333713","full_name":"Teena Duseja","lead_status":"Lapsed DEL","members_type":"CORP","organization_id":"333714","coidnewmbrdate":"2024-05-23","city_1":"Vancouver","province":"BC","language":"English","time_zone":"5","area_code":"604","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"99","blocnote":"Aug 26 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T13:50:00-04:00","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O05288","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"","old_int_code":"6","last_infoline_date_type":"2025-11-09","last_act_type":"2025-09-23","company_paid_thru":"2025-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"L25O05288","old_do_id":"LB2506806","npi_email_temp":"payroll@transcounts.com","ln_entered_date":"2026-05-26","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"39997","email":"tenzypky@gmail.com","first_name":"Tenzin","last_name":"Palkey","phone":"4165467646","orgname":"Infinite Care Inc.","customer_acct_name":"Infinite Care Inc.","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Tenzin Palkey","language":"English","canceldate":"2024-10-02","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"PRO","do_id":"L25P01204","new_member_date_2":"2023-08-01","cert_status":"WITHDRAWN","phone_2":"6477018945","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"264939","intcode":"06","blocnote":"July 3 2025 spoke to Sona ( she doesnt want to do the survey but still asked to call next week)\r\nLN \/ 02 October 2025 VM\n2026 May 25 reached voicemail\n2026 May 25 call reached uninitialized voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:08-04:00","paid_thru":"2024-07-31","temp_do_id_for_auto_old_do_id":"L25P01204","temp_intcode_for_auto_old_int_code":"6","last_act_type":"2024-12-31","pcl_status":"P","pcl_completion_date":"2018-08-26","pf1_status":"P","pf1_completion_date":"2018-09-25","pf2_status":"P","pf2_completion_date":"2018-10-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-03-24","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"tenzypky@gmail.com","pcl_completion_date_5":"2023-08-26","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","thewithdrawaldate":"2024-10-02","aitm_status_called":"2026-05-25T12:27:05-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was made to Tenzin but reached an uninitialized voicemail service and 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","session_id":"call_49d9604e668a3352c2bd4403afb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_49d9604e668a3352c2bd4403afb","number_of_total_call_attempts":"2"}},"seriesid":"163"}
{"contact":{"id":"42437","email":"no-email165@ler.com","first_name":"Denise","last_name":"Collins","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":"82831","full_name":"Denise Collins","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01353","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":"L25O01353","last_act_type":"2022-12-13","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email165@ler.com","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","company_paid_thru":"2025-05-31","corp_cancel_date":"2025-08-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"37562","email":"marjdin27@gmail.com","first_name":"Marjorie","last_name":"Guzman","phone":"5874382981","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"127.0.0.1","fields":{"full_name":"Marjorie De Guzman","language":"English","canceldate":"2024-11-02","time_zone":"4","area_code":"587","members_type":"CAND","do_id":"L25C04168","new_member_date_2":"2023-09-07","phone_2":"5874382981","province":"AB","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"328807","paid_thru":"2024-08-31","temp_do_id_for_auto_old_do_id":"L25C04168","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2023-12-04","pf1_status":"P","pf1_completion_date":"2024-04-17","pf2_status":"P","pf2_completion_date":"2024-08-20","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 5 2025 vm\r\nLNC Dec 11 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T15:26:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"marjdin27@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
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{"contact":{"id":"46328","email":"dwarren@fort-group.com","first_name":"Donna","last_name":"Warren","phone":"5144810481","orgname":"Fort Financial Group","customer_acct_name":"Fort Financial Group","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"74422","full_name":"Donna Warren","members_type":"CORP","paid_thru":"2023-05-31","organization_id":"67464","trc":"False","wera":"False","province":"QC","last_act_type":"2024-05-22","language":"English","corp_cancel_date":"2023-08-02","do_id":"L25O4470","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4470","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"dwarren@fort-group.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","company_paid_thru":"2023-05-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40116","email":"mahesh.kumar@cdicollege.ca","first_name":"Mahesh","last_name":"Kumar","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Mahesh Kumar","language":"English","canceldate":"2024-03-02","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"PRO","do_id":"L25P00687","new_member_date_2":"2016-01-13","cert_status":"WITHDRAWN","phone_2":"7808624191","province":"AB","zerobounce_reason":"catch-all","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"175989","intcode":"15","blocnote":"July 4 2025 vm\n2026 May 14 - Reached Mahesh Kumar; contact said not available, voicemail reached\n2026 May 19 brief call with Mahesh, introduction only, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T13:07:07-04:00","paid_thru":"2023-12-31","temp_do_id_for_auto_old_do_id":"L25P00687","temp_intcode_for_auto_old_int_code":"15","last_infoline_date_type":"2019-09-04","last_act_type":"2024-11-05","pcl_status":"P","pcl_completion_date":"2011-01-12","pf1_status":"P","pf1_completion_date":"2010-12-10","pf2_status":"P","pf2_completion_date":"2011-01-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-02-14","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"mahesh.kumar@cdicollege.ca","pcl_completion_date_5":"2016-01-12","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","thewithdrawaldate":"2024-03-02","aitm_status_called":"2026-05-21T13:07:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Mahesh and introduced herself, explaining the purpose of the call regarding his lapsed Professional membership with the National Payroll Institute. The call was very brief and ended shortly after the introduction without further discussion or questions.","aitm_callsummarytitle":"Brief introduction call, no survey completed","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact said they were not available and did not engage in renewal.","initialvalue":"Other","othermemberbenefit":"Not provided","old_int_code":"03","prootherreasonsnottorenew":"Not provided - contact was unavailable","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fb785d373f9c2883d384a778986","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fb785d373f9c2883d384a778986","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"40028","email":"nhamilton076@gmail.com","first_name":"Nicole","last_name":"Hamilton","phone":"7802396009","orgname":"Go Auto Corp.","customer_acct_name":"Go Auto Corp.","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Nicole Hamilton, PCP","language":"English","canceldate":"2023-08-22","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","new_member_date_2":"2021-09-08","cert_status":"ACTIVE","phone_2":"7802396009","province":"AB","zerobounce_reason":"valid","lead_status":"Renewed lapsed","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"304822","organization_id":"188856","intcode":"99","blocnote":"July 3 2025 vm\r\nSept 10 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-10T16:16:00-04:00","pipeline_2_members_only_ast":"","paid_thru":"2026-07-31","temp_do_id_for_auto_old_do_id":"LB2506630","temp_intcode_for_auto_old_int_code":"99","date_of_renewal_identification":"2026-05-28","old_int_code":"6","last_act_type":"2026-12-01","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2022-05-15","pf2_status":"P","pf2_completion_date":"2022-05-29","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-06-10","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506630","old_do_id":"L25P01551","npi_email_temp":"nhamilton076@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40973","email":"ettageer@gmail.com","first_name":"Loretta","last_name":"Geernaert","phone":"4035547511","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"254281","full_name":"Loretta Geernaert","members_type":"PRO","lead_status":"Lapsed Member","do_id":"L25P01712","new_member_date_2":"2021-03-31","city_1":"Oliver","province":"BC","language":"English","phone_2":"4035547511","area_code":"403","time_zone":"4","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","cert_status":"WITHDRAWN","canceldate":"2025-06-03","pds_july":"8","cpa_certification":"PCP","paid_thru":"2025-03-31","intcode":"01","blocnote":"Aug 25 2025 vm\n2026 May 14 - reached voicemail, no message left\n2026 May 14 - Contact declined renewal due to cost; answered survey Qs (Initial-value=Career, Satisfaction=4, Age=31-45)","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T11:49:20-04:00","temp_do_id_for_auto_old_do_id":"L25P01712","temp_intcode_for_auto_old_int_code":"01","pds_august":"8","pds_september":"8","last_infoline_date_type":"2021-09-06","last_conf_date_type":"2019-06-12","last_act_type":"2025-01-09","pcl_status":"P","pcl_completion_date":"2017-11-05","pf1_status":"P","pf1_completion_date":"2018-03-11","pf2_status":"P","pf2_completion_date":"2018-06-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-08-22","number_of_passed_courses":"4","pds_october":"8","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"8","npi_email_temp":"ettageer@gmail.com","pcl_completion_date_5":"2022-11-05","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31","thewithdrawaldate":"2025-06-03","aitm_status_called":"2026-05-14T12:01:46-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent reached Loretta and conducted a short NPI membership survey; Loretta chose 'Advancing your payroll career', rated satisfaction 4\/5, age range 31-45, and declined to renew citing affordability. Call ended after agent closing.","aitm_callsummarytitle":"Declined renewal due to cost; survey completed","notrenewedwanttorenew":"Yes","initialvalue":"Career","age_range":"31-45","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6ac61363462989484cb74bcdc5e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6ac61363462989484cb74bcdc5e","mini_nps":"4","onesentencenotrenewed":"Can't afford to renew right now.","thewithdrawaldate_3_years":"2028-06-03","prootherreasonsnottorenew":"Can't afford to renew it right now.","old_int_code":"6","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"41049","email":"adrienne.lozares@yahoo.com","first_name":"Adrienne","last_name":"Lozares","phone":"9056178518","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":"316145","full_name":"Adrienne Lozares","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04914","new_member_date_2":"2024-04-12","city_1":"Burlington","province":"ON","language":"English","phone_2":"9056178518","area_code":"905","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":"L25C04914","last_infoline_date_type":"2025-06-20","last_act_type":"2025-06-20","pcl_status":"P","pcl_completion_date":"2024-09-09","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T11:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"adrienne.lozares@yahoo.com","pcl_completion_date_5":"2029-09-09","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"42546","email":"jamene@allworknow.com","first_name":"Jamene","last_name":"Edwards","phone":"7327076981","orgname":"AllWork","customer_acct_name":"AllWork","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"339088","full_name":"Jamene Edwards","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01250","organization_id":"339086","coidnewmbrdate":"2024-06-21","city_1":"Iselin","province":"NJ","language":"English","time_zone":"2","area_code":"732","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25O01250","intcode":"06","blocnote":"LN Sept 29 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-29T13:55:00-04:00","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2024-12-16","pcl_status":"F","pcl_completion_date":"2025-02-03","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"jamene@allworknow.com","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","company_paid_thru":"2025-05-31","corp_cancel_date":"2025-08-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41547","email":"zqwww1225@gmail.com","first_name":"Qiwei","last_name":"Zhang","phone":"7782658628","orgname":"Ocean Rain International Daycare Centre","customer_acct_name":"Ocean Rain International Daycare Centre","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"336640","full_name":"Qiwei Zhang","lead_status":"Lapsed Member","do_id":"L25C05155","members_type":"CAND","new_member_date_2":"2024-05-08","city_1":"Burnaby","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"2508869263","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":"L25C05155","last_act_type":"2024-08-05","pcl_status":"P","pcl_completion_date":"2024-07-22","pf1_status":"P","pf1_completion_date":"2024-10-17","pf2_status":"P","pf2_completion_date":"2025-04-16","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC \/ 10 November 2025 VM\r\nLNC \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T17:33:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"zqwww1225@gmail.com","pcl_completion_date_5":"2029-07-22","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"41417","email":"toddchanpeters@hotmail.com","first_name":"Chantelle","last_name":"Peters","phone":"3067917777","orgname":"Brandt Tractor Ltd.","customer_acct_name":"Brandt Tractor Ltd.","tags":"npiAlert14, WR251001, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"296164","full_name":"Chantelle Peters, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2022-07-28","coidnewmbrdate":"2000-11-15","city_1":"Mclean","province":"SK","language":"English","time_zone":"3","area_code":"306","phone_2":"3065016916","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 25 2025 There is no Chantelle Dulle but there is a Chantelle Peters ?","dhmsfin_telemarketing_last_contacted_date":"2025-08-25T11:27:00-04:00","temp_do_id_for_auto_old_do_id":"LB2507520","temp_intcode_for_auto_old_int_code":"99","canceldate":"2025-09-29","paid_thru":"2026-10-31","cert_status":"ACTIVE","organization_id":"42971","cpa_certification":"PCP","old_do_id":"L25O02361","last_act_type":"2026-04-05","found":"DO4 Email","date_of_renewal_identification":"2026-05-28","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2021-02-08","pf1_status":"P","pf1_completion_date":"2021-03-08","pf2_status":"P","pf2_completion_date":"2021-04-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-09-24","number_of_passed_courses":"4","old_int_code":"6","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2507520","npi_email_temp":"toddchanpeters@hotmail.com","pcl_completion_date_5":"2026-02-08","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"40123","email":"solayetty@gmail.com","first_name":"Yetunde","last_name":"Orobowale","phone":"7806448814","orgname":"Government of Alberta","customer_acct_name":"Government of Alberta","tags":"npiPartnerAccount, 260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Yetunde Orobowale, PCP","language":"English","canceldate":"2024-10-01","cpa_certification":"PCP","time_zone":"4","area_code":"780","members_type":"CORP","do_id":"","new_member_date_2":"2019-09-04","cert_status":"ACTIVE","phone_2":"5877789240","province":"AB","zerobounce_reason":"valid","lead_status":"Partner","pipeline_1_lapsed_members":"","individual_id":"279773","organization_id":"11242","pipeline_2_members_only_ast":"","paid_thru":"2026-10-31","temp_do_id_for_auto_old_do_id":"L25P01327","last_act_type":"2025-06-11","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2019-12-08","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2022-01-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-02-01","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"solayetty@gmail.com","pcl_completion_date_5":"2024-12-08","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","old_do_id":"L25P01327","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"45264","email":"cdesaulniers@teraxion.com","first_name":"Chantal","last_name":"Desaulniers","phone":"4186589500","orgname":"Teraxion Inc.","customer_acct_name":"Teraxion Inc.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"227508","full_name":"Chantal Desaulniers","members_type":"CORP","paid_thru":"2024-08-31","organization_id":"49437","trc":"False","wera":"False","province":"QC","language":"French","corp_cancel_date":"2024-11-02","do_id":"L25O2796","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2796","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"cdesaulniers@teraxion.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","company_paid_thru":"2024-08-31","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"45232","email":"john.arnold@cfacorp.com","first_name":"John","last_name":"Arnold","phone":"4047658077","orgname":"Chick-fil-A, Inc.","customer_acct_name":"Chick-fil-A, Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"255645","full_name":"John Arnold, PMP","members_type":"CORP","paid_thru":"2023-08-31","organization_id":"255643","trc":"False","wera":"False","province":"GA","last_act_type":"2023-10-13","language":"English","last_infoline_date_type":"2019-01-18","corp_cancel_date":"2023-11-02","do_id":"L25O3033","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3033","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"john.arnold@cfacorp.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"41457","email":"jay_man026@hotmail.com","first_name":"Justin","last_name":"Jennings","phone":"6136903264","orgname":"Catholic District School Board Of Eastern Ontario","customer_acct_name":"Catholic District School Board Of Eastern Ontario","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"258070","full_name":"Justin Jennings, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2017-11-20","coidnewmbrdate":"2013-10-02","city_1":"Smiths Falls","province":"ON","language":"English","time_zone":"2","area_code":"613","phone_2":"6132061789","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 25 2025 He said he paid membership in October and then in January he switched to corporate membership with the company Tomilin","dhmsfin_telemarketing_last_contacted_date":"2025-08-25T13:28:00-04:00","old_int_code":"13","temp_do_id_for_auto_old_do_id":"LB2505552","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-10-31","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2026-12-01","date_of_renewal_identification":"2025-10-15","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":"2018-10-05","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"L25P01840","npi_email_temp":"jay_man026@hotmail.com","pcl_completion_date_5":"2023-04-01","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
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{"contact":{"id":"38138","email":"rsawhcbc@gmail.com","first_name":"Rajendra","last_name":"Sawh","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"127.0.0.1","fields":{"full_name":"Rajendra Sawh","language":"English","canceldate":"2024-12-04","time_zone":"2","area_code":"905","members_type":"CAND","do_id":"L25C03018","new_member_date_2":"2022-10-07","phone_2":"9057673577","province":"ON","zerobounce_reason":"valid","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","individual_id":"317615","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","paid_thru":"2024-09-30","temp_do_id_for_auto_old_do_id":"L25C03018","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-09-26","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"F","pf1_completion_date":"2023-03-26","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"rsawhcbc@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"46337","email":"joel@nanopay.net","first_name":"Joel","last_name":"Hughes","phone":"4169001111","orgname":"Nanopay","customer_acct_name":"Nanopay","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"314666","full_name":"Joel Hughes","members_type":"CORP","paid_thru":"2023-06-30","organization_id":"314665","trc":"False","wera":"False","province":"ON","last_act_type":"2022-08-16","language":"English","last_infoline_date_type":"2022-08-16","corp_cancel_date":"2023-09-02","do_id":"L25O3665","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3665","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"joel@nanopay.net","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","company_paid_thru":"2023-06-30","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"41452","email":"stella.ls.hui@gmail.com","first_name":"Stella","last_name":"Hui","phone":"6045977931","orgname":"Optima Seniors Management","customer_acct_name":"Optima Seniors Management","tags":"260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"320164","full_name":"Stella Hui, PCP","members_type":"CORP","lead_status":"Renewed Lapsed","new_member_date_2":"2025-03-14","coidnewmbrdate":"2022-08-17","city_1":"Surrey","province":"BC","language":"English","time_zone":"5","area_code":"604","phone_2":"6725153059","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","blocnote":"Aug 25 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T16:45:00-05:00","temp_do_id_for_auto_old_do_id":"L25P03115","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2026-07-31","organization_id":"315693","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2023-02-23","pf1_status":"P","pf1_completion_date":"2023-03-06","pf2_status":"P","pf2_completion_date":"2023-04-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-04-04","cpa_certification":"PCP","last_act_type":"2025-07-21","last_infoline_date_type":"2025-07-21","company_paid_thru":"2026-07-31","number_of_passed_courses":"4","date_of_renewal_identification":"2026-05-28","old_int_code":"06","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"L25P03115","old_do_id":"LB2507325","npi_email_temp":"stella.ls.hui@gmail.com","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","ln_entered_date":"2026-05-01","canceldate":"2026-05-02","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"41112","email":"ffarazshah@gmail.com","first_name":"Faraz","last_name":"Shah","phone":"5145717607","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":"335929","full_name":"Faraz Shah","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04979","new_member_date_2":"2024-04-06","city_1":"Montreal","province":"QC","language":"English","phone_2":"5145717607","area_code":"514","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":"L25C04979","last_act_type":"2024-06-04","pcl_status":"P","pcl_completion_date":"2024-08-05","pf1_status":"F","pf1_completion_date":"2024-12-21","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T11:33:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"ffarazshah@gmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"42359","email":"mandy@blackshieldworks.com","first_name":"Mandy","last_name":"Scharf","phone":"7052214372","orgname":"Black Shield Ironworks Inc.","customer_acct_name":"Black Shield Ironworks Inc.","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Mandy Scharf","time_zone":"2","do_id":"L25A01933","language":"English","individual_id":"309583","phone_2":"7052214372","zerobounce_reason":"(zerobounce invalid)","area_code":"705","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2023-01-31","canceldate":"2023-04-04","new_member_date_2":"2022-02-02","temp_do_id_for_auto_old_do_id":"L25A01933","province":"ON","last_act_type":"2022-03-31","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mandy@blackshieldworks.com","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:40-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call reached voicemail and the agent was unable to speak with Mandy. No conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","blocnote":"2026 May 08 call reached voicemail, no conversation\n2026 May 08 call reached voicemail, no conversation\n2026 May 11 call reached voicemail, no contact answer\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 voicemail reached, no contact answer\n2026-05-13 Dial no answer, phone: +17052214372\n2026 May 15 call reached voicemail, no contact answer\n2026 May 15 call reached voicemail, no contact made","notrenewedwanttorenew":"No","mini_nps":"3","intcode":"06","npi_voicemaildetection":"Yes","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_2995ee2ed778a360a8eb60d9fcc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2995ee2ed778a360a8eb60d9fcc","old_int_code":"05"}},"seriesid":"163"}
{"contact":{"id":"41097","email":"love.randhawa13@yahoo.com","first_name":"Ravneet","last_name":"Randhawa","phone":"4163029270","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":"330664","full_name":"Ravneet Kaur Randhawa","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04964","new_member_date_2":"2024-04-19","city_1":"Brampton","province":"ON","language":"English","phone_2":"4163029270","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":"L25C04964","last_act_type":"2024-09-05","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 02 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T15:03:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"love.randhawa13@yahoo.com","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"40042","email":"jennydang.ca@gmail.com","first_name":"Thi","last_name":"Dang","phone":"4162895000","orgname":"Centennial College","customer_acct_name":"Centennial College","tags":"250709 phone cannot be recovered, npiAlert13, NPI LN sent to TM, TMAI","ip4":"127.0.0.1","fields":{"full_name":"Thi Thu Thuy Dang","language":"English","canceldate":"2023-01-05","cpa_certification":"PCP","time_zone":"2","area_code":"647","members_type":"PRO","do_id":"L25P00932","new_member_date_2":"2014-11-12","cert_status":"WITHDRAWN","phone_2":"8002684419","province":"ON","zerobounce_reason":"valid","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"228817","intcode":"0","blocnote":"July 3 2025 wrong number\n2026 May 15 call reached wrong number, user hung up early","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T14:47:26-04:00","old_int_code":"08","paid_thru":"2022-10-31","temp_do_id_for_auto_old_do_id":"L25P00932","temp_intcode_for_auto_old_int_code":"08","last_act_type":"2023-05-04","pcl_status":"P","pcl_completion_date":"2014-10-07","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":"2014-11-25","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"jennydang.ca@gmail.com","pcl_completion_date_5":"2019-10-07","formatted_paid_thru":"31\/10\/2022","latest_paid_thru":"2022-10-31","thewithdrawaldate":"2023-01-05","aitm_status_called":"2026-05-15T16:11:44-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Thi regarding a lapsed Professional membership but the user indicated it was the wrong number and ended the call shortly after.","aitm_callsummarytitle":"Wrong Number - Call Ended Early","notrenewedwanttorenew":"No","onesentencenotrenewed":"Contact indicated the call was to the wrong number and did not want to continue.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_fecad6dc4e96712d716cab366a2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fecad6dc4e96712d716cab366a2","number_of_calls_reached":"1"}},"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":"260522 Lapsed DEL","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":"2026-04-05","last_infoline_date_type":"2025-01-14","company_paid_thru":"2026-07-31","number_of_passed_courses":"4","date_of_renewal_identification":"2026-05-28","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","latest_paid_thru":"2026-07-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"45443","email":"sbonkoski@akmanmanagement.ca","first_name":"Stephen","last_name":"Bonkoski","phone":"2049244524","orgname":"Akman Management Ltd.","customer_acct_name":"Akman Management Ltd.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"309349","full_name":"Stephen Bonkoski, CA","members_type":"CORP","paid_thru":"2024-04-30","organization_id":"89915","trc":"False","wera":"False","province":"MB","last_act_type":"2023-04-12","language":"English","last_infoline_date_type":"2023-04-12","corp_cancel_date":"2024-04-02","do_id":"L25O4076","number_of_passed_courses":"0","time_zone":"3","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4076","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"sbonkoski@akmanmanagement.ca","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","company_paid_thru":"2024-04-30","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"45128","email":"info@fermedudomaine.com","first_name":"David","last_name":"Bastien","phone":"8195364223","orgname":"Ferme du Domaine 2000 Inc.","customer_acct_name":"Ferme du Domaine 2000 Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"322502","full_name":"David Moreau Bastien","members_type":"CORP","paid_thru":"2024-02-28","organization_id":"322503","trc":"False","wera":"False","province":"QC","language":"English","corp_cancel_date":"2024-05-02","do_id":"L25O3779","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3779","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"info@fermedudomaine.com","formatted_paid_thru":"28\/02\/2024","latest_paid_thru":"2024-02-28","company_paid_thru":"2024-02-28","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40986","email":"hfletcher21@outlook.com","first_name":"Hannah","last_name":"Fletcher","phone":"2507353603","orgname":"SD70 Pacific Rim","customer_acct_name":"SD70 Pacific Rim","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"324281","full_name":"Hannah Fletcher","members_type":"CAND","lead_status":"Refused","new_member_date_2":"2023-04-26","city_1":"Port Alberni","province":"BC","language":"English","phone_2":"2507353603","area_code":"250","time_zone":"5","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","canceldate":"2025-06-03","paid_thru":"2025-03-31","temp_do_id_for_auto_old_do_id":"L25C04867","last_act_type":"2025-02-10","pcl_status":"F","pcl_completion_date":"2023-08-27","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 27 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T19:00:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"hfletcher21@outlook.com","pcl_completion_date_5":"2028-08-27","old_int_code":"06","date_of_renewal_identification":"","old_do_id":"L25C04867","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"46419","email":"gvaniderstine@sundancecollege.ca","first_name":"Glenn","last_name":"Iderstine","phone":"4034559010","orgname":"Sundance College","customer_acct_name":"Sundance College","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"259039","full_name":"Glenn Van Iderstine","members_type":"CORP","paid_thru":"2024-11-30","organization_id":"259038","trc":"False","wera":"False","province":"AB","last_act_type":"2023-10-01","language":"English","corp_cancel_date":"2025-02-04","do_id":"L25O3675","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25O3675","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"gvaniderstine@sundancecollege.ca","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","company_paid_thru":"2024-11-30","blocnote":"May 25 she was never involved with the membrship ( it could be they had a membership before she came to the company","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41623","email":"manon.depelteau@cabotcorp.com","first_name":"Johanne","last_name":"Quintal","phone":"4503474371","orgname":"Plastiques Cabot Canada S.E.C.","customer_acct_name":"Plastiques Cabot Canada S.E.C.","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"312891","full_name":"Manon D\u00e9pelteau","lead_status":"Lapsed Member","do_id":"L25O01062","members_type":"CORP","organization_id":"312892","coidnewmbrdate":"2022-05-11","city_1":"St-Jean Sur Richelieu","province":"QC","language":"French","time_zone":"2","area_code":"450","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O01062","number_of_passed_courses":"0","intcode":"07","blocnote":"Ne travail plus ici. La personne en charge de la paie est la du lundi au mercredi.","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T10:47:00-05:00","temp_intcode_for_auto_old_int_code":"07","trc":"False","wera":"False","npi_email_temp":"manon.depelteau@cabotcorp.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45251","email":"no-email512@ler.com","first_name":"Payroll","last_name":"Department","phone":"5874125330","orgname":"Get Up and Go Ventures Inc.","customer_acct_name":"Get Up and Go Ventures Inc.","tags":"LER_dummy, 251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"316457","full_name":"Payroll Department","members_type":"CORP","paid_thru":"2025-01-31","organization_id":"321523","trc":"False","wera":"False","province":"AB","language":"English","corp_cancel_date":"2025-04-02","do_id":"L25O3795","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3795","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email512@ler.com","formatted_paid_thru":"31\/01\/2025","latest_paid_thru":"2025-01-31","company_paid_thru":"2025-01-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"46386","email":"krista8754@smtp.gc.ca","first_name":"Krista","last_name":"Doyle","phone":"6132310651","orgname":"S\u00e9curit\u00e9 Publique Canada","customer_acct_name":"S\u00e9curit\u00e9 Publique Canada","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"313924","full_name":"Krista Doyle","members_type":"CORP","paid_thru":"2023-04-30","organization_id":"312549","trc":"False","wera":"False","province":"ON","last_act_type":"2022-08-06","language":"English","corp_cancel_date":"2023-07-11","do_id":"L25O4205","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4205","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"krista8754@smtp.gc.ca","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","company_paid_thru":"2023-04-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42342","email":"sridhanya.1996@icloud.com","first_name":"Sri","last_name":"Prabakaran","phone":"4163324900","orgname":"Prime Time Messenger Inc.","customer_acct_name":"Prime Time Messenger Inc.","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Sri Dhanya Prabakaran","time_zone":"2","language":"English","individual_id":"323965","phone_2":"6476766694","zerobounce_reason":"(zerobounce invalid)","area_code":"416","lead_status":"Refused","pipeline_1_lapsed_members":"Refused Lapsed","paid_thru":"2024-04-30","canceldate":"2024-07-03","new_member_date_2":"2023-04-26","temp_do_id_for_auto_old_do_id":"L25C05520","province":"ON","last_act_type":"2023-11-28","pcl_status":"F","pcl_completion_date":"2023-08-27","number_of_passed_courses":"0","blocnote":"LNC Dec 2 2025 1st number no one by the name SRI works there. 2nd number out  of service.","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T16:02:00-05:00","intcode":"21","temp_intcode_for_auto_old_int_code":"21","old_int_code":"16","trc":"False","wera":"False","onesentencenotrenewed":"CAND reached 3 years limit for renewal","npi_email_temp":"sridhanya.1996@icloud.com","pcl_completion_date_5":"2028-08-27","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C05520","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"41478","email":"olgali3004@gmail.com","first_name":"Olga","last_name":"Li","phone":"6048825000","orgname":"Cummins Canada ULC.","customer_acct_name":"Cummins Canada ULC.","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"126909","full_name":"Olga Li, PCP","members_type":"PRO","lead_status":"Not Relevant","new_member_date_2":"2008-02-11","coidnewmbrdate":"1996-01-01","city_1":"Pointe-Claire","province":"QC","language":"English","time_zone":"5","area_code":"604","phone_2":"5146939426","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"Sept 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T17:15:00-04:00","temp_do_id_for_auto_old_do_id":"L25A03121","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2027-01-31","organization_id":"10646","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2008-06-03","pf1_status":"P","pf1_completion_date":"2008-09-13","pf2_status":"P","pf2_completion_date":"2009-04-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-04-11","cpa_certification":"PCP","last_act_type":"2026-05-05","last_infoline_date_type":"2020-09-12","company_paid_thru":"2026-01-31","number_of_passed_courses":"4","date_of_renewal_identification":"2026-05-07","old_int_code":"6","trc":"True","wera":"False","pds_november":"2","old_do_id":"L25A03121","npi_email_temp":"olgali3004@gmail.com","ln_entered_date":"2026-04-02","pcl_completion_date_5":"2013-06-03","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","corp_cancel_date":"2026-05-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45420","email":"no-email617@ler.com","first_name":"Wendy","last_name":"Huang","phone":"4166440816","orgname":"Catholic Crosscultural Services","customer_acct_name":"Catholic Crosscultural Services","tags":"LER_dummy, 251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"328240","full_name":"Wendy Huang","members_type":"CORP","paid_thru":"2024-07-31","organization_id":"328237","trc":"False","wera":"False","province":"ON","language":"English","corp_cancel_date":"2024-10-02","extension_phone_1":"2303","do_id":"L25O4333","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4333","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email617@ler.com","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","company_paid_thru":"2024-07-31","company_status":"I"}},"seriesid":"163"}
{"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":"2026-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"vonica.clarke@gmail.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30"}},"seriesid":"163"}
{"contact":{"id":"45416","email":"no-email517@ler.com","first_name":"Payroll","last_name":"Department","phone":"5197513602","orgname":"Methapharm Inc","customer_acct_name":"Methapharm Inc","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"326383","full_name":"Payroll Department","members_type":"CORP","paid_thru":"2023-09-30","organization_id":"83690","trc":"False","wera":"False","province":"ON","last_act_type":"2023-11-14","language":"English","corp_cancel_date":"2023-12-02","do_id":"L25O3815","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","temp_do_id_for_auto_old_do_id":"L25O3815","npi_email_temp":"no-email517@ler.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41437","email":"mariaggonzalez2@hotmail.com","first_name":"Maria","last_name":"Gonzalez","phone":"8778018018","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"310613","full_name":"Maria Gabriela Gonzalez Gonzalez, PCP","members_type":"PRO","lead_status":"Renewed Lapsed","new_member_date_2":"2022-03-02","coidnewmbrdate":"1991-10-01","city_1":"Montreal","province":"QC","language":"French","time_zone":"2","area_code":"877","phone_2":"5145822224","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"LB2506277","paid_thru":"2027-02-28","cert_status":"ACTIVE","cpa_certification":"SCP","last_act_type":"2026-03-25","last_infoline_date_type":"2026-03-25","date_of_renewal_identification":"2025-10-15","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"F","pf1_completion_date":"2023-12-27","pf2_status":"P","pf2_completion_date":"2024-06-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-10-18","number_of_passed_courses":"3","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-11-05T15:17:00-05:00","temp_intcode_for_auto_old_int_code":"99","old_int_code":"07","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"L25P01820","npi_email_temp":"mariaggonzalez2@hotmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"41569","email":"sladerandj0614@yahoo.ca","first_name":"Janet","last_name":"Slade","phone":"9055013073","orgname":"Eaton Industries (Canada) Company","customer_acct_name":"Eaton Industries (Canada) Company","tags":"npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"26313","full_name":"Janet Slade","lead_status":"Refused","members_type":"AST","new_member_date_2":"1999-04-01","organization_id":"10828","coidnewmbrdate":"1996-04-29","city_1":"Mono","province":"ON","language":"English","time_zone":"2","area_code":"905","phone_2":"9058495216","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","pds_july":"12","paid_thru":"2025-04-30","intcode":"01","blocnote":"Aug 26 2025 vm\n2026 Mar 05 contact declined renewal due to employer membership at Eaton Corp.","dhmsfin_telemarketing_last_contacted_date":"2026-03-05T10:22:30-05:00","canceldate":"2014-05-06","temp_do_id_for_auto_old_do_id":"L25A02132","temp_intcode_for_auto_old_int_code":"01","pds_august":"12","old_do_id":"L25A02132","pds_september":"12","last_act_type":"2024-02-23","number_of_passed_courses":"0","pds_october":"12","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":"No","notrenewedacquired":"Yes","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":"61+","selfpayrollproficiency":"Advance","old_int_code":"6","pds_november":"12","npi_email_temp":"sladerandj0614@yahoo.ca","aitm_status_called":"2026-03-05T10:22:30-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Janet to discuss her lapsed NPI membership and conducted a brief survey about her membership experience. Janet indicated her initial reason for joining was help with complex payroll issues, rated her satisfaction as very high, and declined to renew because she has a membership through her employer, Eaton Corp. The agent updated her profile accordingly and ended the call politely.","aitm_callsummarytitle":"Membership survey and declined renewal due to employer membership","onesentencenotrenewed":"Has another membership through employer, Eaton Corp.","initialvalue":"Help with Complex","npi_voicemaildetection":"No","ivrdetector":"No","date_of_renewal_identification":"","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"42635","email":"msteen@mckeil.com","first_name":"Melissa","last_name":"Steen","phone":"9055284141","orgname":"McKeil Marine Ltd.","customer_acct_name":"McKeil Marine Ltd.","tags":"npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"81856","full_name":"Melissa Steen","members_type":"AST","lead_status":"Lapsed Member","do_id":"L25A02127","new_member_date_2":"2008-04-25","organization_id":"90395","coidnewmbrdate":"2005-05-25","city_1":"Burlington","province":"ON","language":"English","time_zone":"2","extension_phone_1":"243","area_code":"905","phone_2":"9053095074","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2005-06-22","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25A02127","pds_august":"3","old_do_id":"L25O01293","pds_september":"3","last_infoline_date_type":"2020-05-25","last_act_type":"2024-09-05","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"msteen@mckeil.com","aitm_status_called":"2026-03-04T15:46:23-05:00","dhmsfin_telemarketing_last_contacted_date":"2026-03-04T15:36:21-05:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call reached a voicemail system for McHill Marine and did not connect to a human. The agent attempted to navigate the automated menu but was unable to speak with the intended contact.","aitm_callsummarytitle":"Voicemail reached, no human contact","blocnote":"2026 Mar 04 voicemail reached, no human contact\n2026-03-04 invalid phone destination, phone: +19053095074","notrenewedwanttorenew":"No","intcode":"16","npi_voicemaildetection":"No","ivrdetector":"Yes","temp_intcode_for_auto_old_int_code":"16","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","old_int_code":"08","number_of_total_call_attempts":"2","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","company_paid_thru":"2025-05-31","corp_cancel_date":"2025-08-02","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"42311","email":"ronnie.morrone@ralphlauren.com","first_name":"Ronnie","last_name":"Morrone","phone":"9734476529","orgname":"Ralph Lauren","customer_acct_name":"Ralph Lauren","tags":"Zerobounce indication, npiAlert13, NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Ronnie Morrone","time_zone":"2","do_id":"L25A01918","language":"English","individual_id":"251056","phone_2":"2019331871","zerobounce_reason":"(zerobounce invalid)","area_code":"973","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","paid_thru":"2024-03-31","canceldate":"2024-06-04","new_member_date_2":"2017-04-05","temp_do_id_for_auto_old_do_id":"L25A01918","province":"NJ","last_act_type":"2023-03-02","pcl_status":"P","pcl_completion_date":"2017-07-30","number_of_passed_courses":"1","trc":"True","wera":"False","npi_email_temp":"ronnie.morrone@ralphlauren.com","pcl_completion_date_5":"2022-07-30","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:38:24-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:49-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","blocnote":"2026-05-08 dial busy, phone:  +19734476529\n2026 May 08 call reached voicemail, no message left\n2026-05-11 dial busy, phone:  +19734476529\n2026 May 11 call reached voicemail, no contact made\n2026-05-13 dial busy, phone:  +19734476529\n2026 May 13 call reached voicemail, no human interaction\n2026-05-15 dial busy, phone:  +19734476529\n2026 May 15 call reached voicemail, no message left","intcode":"06","npi_voicemaildetection":"Yes","usersentiment":"Neutral","temp_intcode_for_auto_old_int_code":"06","retell_call_status":"ended","session_id":"call_66bffad1d77778dbcb2633e8741","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_66bffad1d77778dbcb2633e8741","npi_transcriptsummary":"The call was not answered by a human and went to voicemail.","aitm_callsummarytitle":"Voicemail reached, no answer","notrenewedwanttorenew":"No","mini_nps":"3","ivrdetector":"No","old_int_code":"07","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
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{"contact":{"id":"41550","email":"zhuozhaozhi@gmail.com","first_name":"Zhaozhi","last_name":"Zhuo","phone":"7786801766","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"324708","full_name":"Zhaozhi Zhuo","lead_status":"Refused","members_type":"CAND","new_member_date_2":"2023-05-08","city_1":"Richmond","province":"BC","language":"English","time_zone":"5","area_code":"778","phone_2":"6043307722","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":"L25C05156","last_act_type":"2024-04-13","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-08-23","pf2_status":"P","pf2_completion_date":"2023-11-27","number_of_passed_courses":"3","blocnote":"LNC \/ 10 November 2025 She didn't want to speak","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T16:18:00-05:00","intcode":"21","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","npi_email_temp":"zhuozhaozhi@gmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","onesentencenotrenewed":"CAND reached 3 years limit for renewal","old_int_code":"11","date_of_renewal_identification":"","old_do_id":"L25C05156"}},"seriesid":"163"}
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{"contact":{"id":"45472","email":"joann_brown@overheaddoor.com","first_name":"JoAnn","last_name":"Brown","phone":"4695497160","orgname":"Overhead Door Corp.","customer_acct_name":"Overhead Door Corp.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"318763","full_name":"JoAnn Brown","members_type":"CORP","paid_thru":"2023-10-31","organization_id":"318764","trc":"False","wera":"False","province":"TX","language":"English","corp_cancel_date":"2024-01-05","do_id":"L25O3562","number_of_passed_courses":"0","time_zone":"3","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":"L25O3562","npi_email_temp":"joann_brown@overheaddoor.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"46342","email":"tatiana.susol@elastic.co","first_name":"Tatiana","last_name":"Susol","phone":"6509885748","orgname":"Elastic","customer_acct_name":"Elastic","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"314837","full_name":"Tatiana Susol","members_type":"CORP","paid_thru":"2023-06-30","organization_id":"314836","trc":"False","wera":"False","province":"CA","last_act_type":"2022-09-21","language":"English","last_infoline_date_type":"2022-09-21","corp_cancel_date":"2023-09-02","do_id":"L25O3927","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":"L25O3927","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"tatiana.susol@elastic.co","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","company_paid_thru":"2023-06-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42299","email":"no-email75@ler.com","first_name":"Trina","last_name":"Nguyen","phone":"5198805173","orgname":"Beaumark Homes Inc.","customer_acct_name":"Beaumark Homes Inc.","tags":"LER_dummy, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"members_type":"CAND","full_name":"Trina Nguyen","time_zone":"2","do_id":"L25C05498","language":"English","individual_id":"315039","phone_2":"5198805173","area_code":"519","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","blocnote":"Sept 3 2025 completed and email updated ( not: she doesn't like to receive any more emails from NPI","dhmsfin_telemarketing_last_contacted_date":"2025-09-03T15:01:00-04:00","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","notrenewednotused":"No","npichallenges":"No","expectationsnotmet":"No","membershipcost":"No","npivaluenotdelivered":"Yes","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":"01","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","canceldate":"2023-11-02","new_member_date_2":"2022-08-26","paid_thru":"2023-08-31","temp_do_id_for_auto_old_do_id":"L25C05498","temp_intcode_for_auto_old_int_code":"1","province":"ON","last_act_type":"2022-08-11","pcl_status":"F","pcl_completion_date":"2022-12-25","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"no-email75@ler.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"seriesid":"163"}
{"contact":{"id":"45132","email":"no-email607@ler.com","first_name":"Derrick","last_name":"Fox","phone":"4037373888","orgname":"Blood Tribe Dept. of Health","customer_acct_name":"Blood Tribe Dept. of Health","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"36938","full_name":"Derrick Fox","members_type":"CORP","paid_thru":"2023-11-30","organization_id":"10087","trc":"False","wera":"False","province":"AB","last_act_type":"2019-08-19","language":"English","last_conf_date_type":"2016-06-15","corp_cancel_date":"2024-02-03","do_id":"L25O4290","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","temp_do_id_for_auto_old_do_id":"L25O4290","npi_email_temp":"no-email607@ler.com","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30","company_paid_thru":"2023-11-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"46242","email":"achiu@myrcs.ca","first_name":"Anita","last_name":"Chiu","phone":"6042741122","orgname":"Richmond Christian School","customer_acct_name":"Richmond Christian School","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"326724","full_name":"Anita Chiu","members_type":"CORP","paid_thru":"2025-06-30","organization_id":"326723","trc":"False","wera":"False","province":"BC","language":"English","corp_cancel_date":"2025-09-03","do_id":"L25O3915","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25O3915","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"achiu@myrcs.ca","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","company_paid_thru":"2025-06-30","blocnote":"May 25 ask for Patricia in payroll","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44693","email":"priyalp263@gmail.com","first_name":"Priyal","last_name":"Patel","phone":"4169072571","orgname":"Oxford College of Arts Business and Technology","customer_acct_name":"Oxford College of Arts Business and Technology","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"339951","full_name":"Priyal Patel","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-09","paid_thru":"2025-09-30","phone_2":"6475948789","pcl_status":"P","pcl_completion_date":"2024-10-21","pf1_status":"P","pf1_completion_date":"2024-12-19","pf2_status":"P","pf2_completion_date":"2025-04-16","trc":"True","wera":"False","province":"ON","last_act_type":"2025-09-09","language":"English","last_infoline_date_type":"2025-09-09","do_id":"L25C8504","lead_status":"Lapsed Member","time_zone":"2","number_of_passed_courses":"3","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8504","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC \/ 04 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T15:39:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"priyalp263@gmail.com","pcl_completion_date_5":"2029-10-21","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"45374","email":"lorrie.palmer@vallen.com","first_name":"Lorrie","last_name":"Palmer","phone":"7802200389","orgname":"Vallen Canada Inc.","customer_acct_name":"Vallen Canada Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"40558","full_name":"Lorrie Palmer","members_type":"CORP","paid_thru":"2023-08-31","phone_2":"7809201559","organization_id":"40557","cert_status":"WITHDRAWN","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-12-15","trc":"False","wera":"False","cpa_certification":"PCP","province":"AB","last_act_type":"2024-01-31","language":"English","last_infoline_date_type":"2022-04-08","last_conf_date_type":"2023-07-12","corp_cancel_date":"2023-11-02","do_id":"L25O4326","number_of_passed_courses":"1","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4326","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"lorrie.palmer@vallen.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45447","email":"danny.cay@shaw.ca","first_name":"Danny","last_name":"Cay","phone":"2504895762","orgname":"Nupqu Resource Limited Partnership","customer_acct_name":"Nupqu Resource Limited Partnership","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"294986","full_name":"Danny Cay","members_type":"CORP","paid_thru":"2023-05-31","organization_id":"294987","trc":"False","wera":"False","province":"BC","last_act_type":"2023-07-20","language":"English","last_infoline_date_type":"2022-01-09","corp_cancel_date":"2023-08-02","extension_phone_1":"4078","do_id":"L25O3311","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":"L25O3311","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"danny.cay@shaw.ca","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","company_paid_thru":"2023-05-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41025","email":"babaldeep321@gmail.com","first_name":"Babaldeep","last_name":"Kaur","phone":"6043489509","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":"336599","full_name":"Babaldeep Kaur","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04889","new_member_date_2":"2024-04-12","city_1":"Surrey","province":"BC","language":"English","phone_2":"6043489509","area_code":"604","time_zone":"5","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":"L25C04889","last_act_type":"2024-11-29","pcl_status":"P","pcl_completion_date":"2024-08-05","number_of_passed_courses":"1","intcode":"01","blocnote":"LNC \/ 17 November 2025 VM\r\nLNC \/ 11 December 2025 Completed but she will not renew because of health issues plus she is not in payroll","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T18:22:00-05:00","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":"medical issues","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":"part of expensive - she had lots of other things going on","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"18 to 30 years","selfpayrollproficiency":"Strong","old_int_code":"06","npi_email_temp":"babaldeep321@gmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
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{"contact":{"id":"45397","email":"no-email461@ler.com","first_name":"Payroll","last_name":"Department","phone":"5143374175","orgname":"Jelli Fish Kids Inc.","customer_acct_name":"Jelli Fish Kids Inc.","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"318465","full_name":"Payroll Department","members_type":"CORP","paid_thru":"2023-09-30","organization_id":"306575","trc":"False","wera":"False","province":"QC","language":"English","corp_cancel_date":"2023-12-02","do_id":"L25O3553","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3553","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email461@ler.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45350","email":"vkravcenko@fondsfmoq.com","first_name":"Valeria","last_name":"Kravcenko","phone":"5148682082","orgname":"Soci\u00e9t\u00e9 de Services Financiers Fonds FMOQ Inc.","customer_acct_name":"Soci\u00e9t\u00e9 de Services Financiers Fonds FMOQ Inc.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"226653","full_name":"Valeria Kravcenko","members_type":"CORP","paid_thru":"2024-08-31","phone_2":"5146273340","organization_id":"40487","trc":"False","wera":"False","province":"QC","last_act_type":"2024-10-29","language":"French","last_infoline_date_type":"2022-02-15","corp_cancel_date":"2024-11-02","extension_phone_1":"233","do_id":"L25O2808","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2808","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"vkravcenko@fondsfmoq.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","company_paid_thru":"2024-08-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45201","email":"luiz.perri@elections.ca","first_name":"Luiz","last_name":"Perri","phone":"6139911917","orgname":"Elections Canada (Finance)","customer_acct_name":"Elections Canada (Finance)","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"332166","full_name":"Luiz Cividanes Perri","members_type":"CORP","paid_thru":"2025-11-30","organization_id":"46928","trc":"False","wera":"False","province":"QC","last_act_type":"2023-04-12","language":"English","corp_cancel_date":"2025-11-27","do_id":"L25O4300","number_of_passed_courses":"0","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":"L25O4300","npi_email_temp":"luiz.perri@elections.ca","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30","company_paid_thru":"2025-11-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41482","email":"daniel.lui123@gmail.com","first_name":"Daniel","last_name":"Lui","phone":"2047790537","orgname":"Payworks","customer_acct_name":"Payworks","tags":"npiPartnerAccount","ip4":"0.0.0.0","fields":{"individual_id":"231168","full_name":"Daniel Lui, PCP","members_type":"PRO","lead_status":"Partner","new_member_date_2":"2015-06-17","coidnewmbrdate":"2001-02-01","city_1":"Markham","province":"ON","language":"English","time_zone":"3","area_code":"204","phone_2":"9052017102","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","intcode":"99","blocnote":"Aug 26 2025 Advised have to leave contact info and then Daniel can call back. Renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-20T13:06:00-05:00","temp_do_id_for_auto_old_do_id":"LB2504862","temp_intcode_for_auto_old_int_code":"99","paid_thru":"2027-05-31","organization_id":"43919","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2015-09-14","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":"2018-07-05","cpa_certification":"PCP","last_act_type":"2026-08-05","last_infoline_date_type":"2026-08-05","last_conf_date_type":"2026-06-02","company_paid_thru":"2026-12-31","number_of_passed_courses":"4","date_of_renewal_identification":"2025-11-12","old_int_code":"24","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"1","do_id":"LB2504862","old_do_id":"L25P01865","npi_email_temp":"daniel.lui123@gmail.com","pcl_completion_date_5":"2020-09-14","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"46298","email":"rclarke@blackpress.ca","first_name":"Robin","last_name":"Clarke","phone":"6048514488","orgname":"Black Press Group Ltd","customer_acct_name":"Black Press Group Ltd","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"16997","full_name":"Robin Clarke, CPHR","members_type":"CORP","paid_thru":"2024-06-30","organization_id":"9539","trc":"False","wera":"False","province":"BC","last_act_type":"2024-08-20","language":"English","corp_cancel_date":"2024-09-04","do_id":"L25O2651","number_of_passed_courses":"0","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":"L25O2651","npi_email_temp":"rclarke@blackpress.ca","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","company_paid_thru":"2024-06-30","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"41592","email":"paggarwal@litigate.com","first_name":"Punita","last_name":"Aggarwal","phone":"4162387420","orgname":"Lenczner Slaght","customer_acct_name":"Lenczner Slaght","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"324574","full_name":"Punita Aggarwal","lead_status":"Lapsed Member","do_id":"L25O01044","members_type":"CORP","organization_id":"324575","coidnewmbrdate":"2023-05-05","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"416","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"Aug 26 2025 number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T11:35:00-04:00","old_int_code":"08","notrenewedother":"Phone cannot be recovered","paid_thru":"2025-04-30","temp_do_id_for_auto_old_do_id":"L25O01044","temp_intcode_for_auto_old_int_code":"16","last_infoline_date_type":"2024-02-22","last_act_type":"2024-02-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"paggarwal@litigate.com","formatted_paid_thru":"30\/04\/2025","latest_paid_thru":"2025-04-30","company_paid_thru":"2025-04-30","corp_cancel_date":"2025-07-04","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"45477","email":"marie-claude.bouchard@elections.ca","first_name":"Marie-Claude","last_name":"Bouchard","phone":"6139911917","orgname":"Elections Canada (Finance)","customer_acct_name":"Elections Canada (Finance)","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"357189","full_name":"Marie-Claude Bouchard","members_type":"CORP","organization_id":"46928","trc":"False","wera":"False","province":"QC","language":"English","corp_cancel_date":"2025-11-27","do_id":"L25O4341","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4341","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"marie-claude.bouchard@elections.ca","company_paid_thru":"2025-11-30","latest_paid_thru":"2025-11-30","formatted_paid_thru":"30\/11\/2025","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42362","email":"bringram@sympatico.ca","first_name":"Barbara","last_name":"Ingram","phone":"7057891751","orgname":"Town of Huntsville","customer_acct_name":"Town of Huntsville","tags":"Zerobounce indication, npiAlert13, TMAI","ip4":"0.0.0.0","fields":{"members_type":"AST","full_name":"Barbara Rose Ingram","time_zone":"2","do_id":"L25A01936","language":"English","individual_id":"78071","phone_2":"5196614920","zerobounce_reason":"(zerobounce invalid)","area_code":"705","lead_status":"Lapsed Member","pipeline_1_lapsed_members":"Non-mailable Lapsed members","pds_july":"3","paid_thru":"2023-04-30","intcode":"0","blocnote":"Sept 4 2025 she doesnt work there anymore\n2026 May 08 contact not reachable, Barbara Ingram retired, no alternative contact found","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:00-04:00","old_int_code":"08","canceldate":"2023-07-11","new_member_date_2":"2010-07-01","temp_do_id_for_auto_old_do_id":"L25A01936","temp_intcode_for_auto_old_int_code":"08","province":"ON","pds_august":"3","pds_september":"3","last_infoline_date_type":"2020-03-16","last_act_type":"2025-02-25","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"bringram@sympatico.ca","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:59-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent called to speak with Barbara Ingram but was informed by the Town of Huntsville representative that Barbara Ingram has retired and is no longer listed in their directory. The agent was unable to reach Barbara or get a referral to another contact and ended the call politely.","aitm_callsummarytitle":"Contact Not Reachable - Barbara Ingram Retired","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact informed that Barbara Ingram has retired and is no longer available.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact retired and no longer reachable at this number.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_3f72cf1373850ba3bc8e308389e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3f72cf1373850ba3bc8e308389e","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"45323","email":"jgervais@labre.qc.ca","first_name":"Juliette","last_name":"Gervais","phone":"5142458119","orgname":"Labre & Associ\u00e9es, Arpenteurs-G\u00e9om\u00e8tres","customer_acct_name":"Labre & Associ\u00e9es, Arpenteurs-G\u00e9om\u00e8tres","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"326604","full_name":"Juliette Gervais","members_type":"CORP","paid_thru":"2025-07-31","organization_id":"303541","trc":"False","wera":"False","province":"QC","last_act_type":"2025-09-09","language":"French","last_infoline_date_type":"2023-08-15","corp_cancel_date":"2025-10-01","do_id":"L25O4059","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4059","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"jgervais@labre.qc.ca","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","company_paid_thru":"2025-07-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45328","email":"antonio.orrego@paysafe.com","first_name":"Antonio","last_name":"Orrego","phone":"5146701299","orgname":"Paysafe Group","customer_acct_name":"Paysafe Group","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"214444","full_name":"Antonio Orrego","members_type":"CORP","paid_thru":"2024-07-31","phone_2":"4388896578","organization_id":"278305","pcl_status":"P","pcl_completion_date":"2014-12-08","pf1_status":"P","pf1_completion_date":"2016-01-24","pf2_status":"F","pf2_completion_date":"2016-07-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-10-08","trc":"False","wera":"False","province":"QC","last_act_type":"2024-09-27","language":"English","last_infoline_date_type":"2021-01-20","corp_cancel_date":"2024-10-02","do_id":"L25O2805","number_of_passed_courses":"3","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O2805","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"antonio.orrego@paysafe.com","pcl_completion_date_5":"2019-12-08","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","company_paid_thru":"2024-07-31","initialvalue":"stay current with payroll regulations","notrenewedreason":"budget reason","mini_nps":"4","age_range":"46-60","blocnote":"May 26 completed without renewal(they wont be able to renew this year because they didnt get approval for that they already put the years budget and it is not something they need for this year)they are considering to renew next year","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"41611","email":"mikel.wilson@firstlight.energy","first_name":"Mikel","last_name":"Wilson","phone":"6476225765","orgname":"First Light Power","customer_acct_name":"First Light Power","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"341352","full_name":"Mikel Wilson","lead_status":"Lapsed Member","do_id":"L25O01054","members_type":"CORP","organization_id":"341351","coidnewmbrdate":"2024-08-26","city_1":"Oshawa","province":"ON","language":"English","time_zone":"2","area_code":"647","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"10","blocnote":"Aug 26 2025 The person who answered said that he was not there and that she was working from home","dhmsfin_telemarketing_last_contacted_date":"2025-08-26T11:52:00-04:00","paid_thru":"2025-07-31","temp_do_id_for_auto_old_do_id":"L25O01054","temp_intcode_for_auto_old_int_code":"10","last_infoline_date_type":"2025-08-04","last_act_type":"2025-08-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mikel.wilson@firstlight.energy","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","company_paid_thru":"2025-07-31","corp_cancel_date":"2025-07-15","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"46474","email":"bethmcquinnnixon@gmail.com","first_name":"Beth","last_name":"Nixon","phone":"5064326340","orgname":"Sussex Accounting Services Inc.","customer_acct_name":"Sussex Accounting Services Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"314272","full_name":"Beth McQuinn Nixon","members_type":"CORP","paid_thru":"2023-05-31","organization_id":"314271","trc":"False","wera":"False","province":"NB","last_act_type":"2023-07-24","language":"English","corp_cancel_date":"2023-08-02","do_id":"L25O3682","number_of_passed_courses":"0","time_zone":"1","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3682","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"bethmcquinnnixon@gmail.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","company_paid_thru":"2023-05-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45388","email":"gladys.nordstrom@ledinghamgm.com","first_name":"Gladys","last_name":"Klassen","phone":"2043263451","orgname":"Ledingham GM","customer_acct_name":"Ledingham GM","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"109816","full_name":"Gladys Nordstrom","members_type":"CORP","paid_thru":"2024-11-30","organization_id":"43177","trc":"False","wera":"False","province":"MB","last_act_type":"2024-09-05","language":"English","last_infoline_date_type":"2024-09-05","corp_cancel_date":"2025-02-04","do_id":"L25O2552","number_of_passed_courses":"0","time_zone":"3","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2552","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"gladys.nordstrom@ledinghamgm.com","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","company_paid_thru":"2024-11-30","blocnote":"May 27 ask for Gladys","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43334","email":"mizhgan.32@gmail.com","first_name":"Roya","last_name":"Madadi","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert9, npiAlert13, 250918 new lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"316404","full_name":"Roya Madadi","members_type":"AST","canceldate":"2023-10-06","new_member_date_2":"2022-09-09","paid_thru":"2023-08-31","province":"ON","language":"English","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25A02646","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"L25A2066","last_act_type":"2024-11-19","do_id":"L25A02646","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mizhgan.32@gmail.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:16-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:16-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1"}},"seriesid":"163"}
{"contact":{"id":"41073","email":"rosenisc25@gmail.com","first_name":"Rosaline","last_name":"Naguib-Iscandar","phone":"6472377672","orgname":"Dahl Valve Ltd.","customer_acct_name":"Dahl Valve Ltd.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"335158","full_name":"Rosaline Naguib-Iscandar","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C04939","new_member_date_2":"2024-04-16","city_1":"Mississauga","province":"ON","language":"English","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":"L25C04939","last_act_type":"2024-08-13","pcl_status":"P","pcl_completion_date":"2024-08-05","pf1_status":"F","pf1_completion_date":"2024-11-20","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T11:31:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"rosenisc25@gmail.com","pcl_completion_date_5":"2029-08-05","formatted_paid_thru":"31\/03\/2025","latest_paid_thru":"2025-03-31"}},"seriesid":"163"}
{"contact":{"id":"46524","email":"jbellemare@uda.ca","first_name":"Jacinthe","last_name":"Bellemare","phone":"5142887150","orgname":"Union des Artistes","customer_acct_name":"Union des Artistes","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"304990","full_name":"Jacinthe Bellemare, CPA","members_type":"CORP","paid_thru":"2024-10-31","organization_id":"304992","trc":"False","wera":"False","province":"QC","language":"French","corp_cancel_date":"2025-01-07","do_id":"L25O3442","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O3442","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"jbellemare@uda.ca","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","company_paid_thru":"2024-10-31","ln_entered_date":"2026-05-27","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"40133","email":"talal.mohammad@camh.ca","first_name":"Talal","last_name":"Mohammad","phone":"4165358501","orgname":"Centre for Addiction and Mental Health (CAMH)","customer_acct_name":"Centre for Addiction and Mental Health (CAMH)","tags":"260522 Lapsed DEL","ip4":"127.0.0.1","fields":{"full_name":"Talal Mohammad, PCP","language":"English","canceldate":"2024-01-08","cpa_certification":"PCP","time_zone":"2","area_code":"416","members_type":"CORP","new_member_date_2":"2022-03-01","cert_status":"ACTIVE","phone_2":"4372358241","province":"ON","zerobounce_reason":"catch-all","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","individual_id":"310182","organization_id":"5417","sendapplicationform":"2025-07-04T15:44:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-07-04T15:46:00-04:00","blocnote":"July 4 2025 completed ( willing to renew)","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":"18 to 30 years","selfpayrollproficiency":"Strong","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":"2026-06-30","temp_do_id_for_auto_old_do_id":"LB2507406","temp_intcode_for_auto_old_int_code":"99","old_do_id":"LB2507406","old_int_code":"2","last_infoline_date_type":"2025-07-22","last_act_type":"2026-12-01","company_paid_thru":"2026-06-30","date_of_renewal_identification":"2025-10-08","pcl_status":"P","pcl_completion_date":"2022-11-27","pf1_status":"P","pf1_completion_date":"2023-04-16","pf2_status":"P","pf2_completion_date":"2023-08-23","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","npi_email_temp":"talal.mohammad@camh.ca","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
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{"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":"2024-06-07","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","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"44722","email":"danyellejallen@gmail.com","first_name":"Danyelle","last_name":"Allen","phone":"2049305037","orgname":"","customer_acct_name":"","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"327071","full_name":"Danyelle Allen","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-17","paid_thru":"2025-09-30","phone_2":"2049305037","pcl_status":"P","pcl_completion_date":"2023-11-06","pf1_status":"F","pf1_completion_date":"2025-01-20","pf2_status":"F","pf2_completion_date":"2024-07-22","trc":"True","wera":"False","province":"SK","last_act_type":"2024-10-17","language":"English","do_id":"L25C8532","lead_status":"Lapsed Member","time_zone":"3","number_of_passed_courses":"1","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8532","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LNC \/ 10 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-10T11:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"danyellejallen@gmail.com","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"42574","email":"hasanabis@gmail.com","first_name":"Hasan","last_name":"Abis","phone":"2367775542","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":"339144","full_name":"Hasan Abis","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05640","new_member_date_2":"2024-06-21","city_1":"Gibsons","province":"BC","language":"English","time_zone":"5","area_code":"236","phone_2":"6042302672","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":"L25C05640","last_act_type":"2024-06-21","pcl_status":"F","pcl_completion_date":"2024-10-09","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 02 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T16:35:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"hasanabis@gmail.com","pcl_completion_date_5":"2029-10-09","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"45563","email":"no-email520@ler.com","first_name":"Payroll","last_name":"Department","phone":"2049250300","orgname":"Ma Mawi Wi Chi Itata Centre","customer_acct_name":"Ma Mawi Wi Chi Itata Centre","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"321566","full_name":"Payroll Department","members_type":"CORP","paid_thru":"2024-02-29","organization_id":"11200","trc":"False","wera":"False","province":"MB","language":"English","corp_cancel_date":"2024-05-02","do_id":"L25O3834","number_of_passed_courses":"0","time_zone":"3","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3834","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email520@ler.com","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","company_paid_thru":"2024-02-29","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43184","email":"vmadhuri1010@gmail.com","first_name":"Madhuri","last_name":"Vobilisetti","phone":"6479044479","orgname":"YES Acquisitions Inc.","customer_acct_name":"YES Acquisitions Inc.","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"339158","full_name":"Madhuri Vobilisetti","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2024-06-26","paid_thru":"2025-06-30","province":"ON","language":"English","phone_2":"6479044479","time_zone":"2","do_id":"L25C06157","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":"L25C06157","old_do_id":"LB2504173","last_act_type":"2024-06-12","pcl_status":"F","pcl_completion_date":"2024-09-23","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Dec 3 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T09:58:00-05:00","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":"Yes","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"I didn't find the value in it and it was very expensive","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"18 to 30 years","selfpayrollproficiency":"Strong","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"vmadhuri1010@gmail.com","pcl_completion_date_5":"2029-09-23","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"46566","email":"larissa.anderson@camclarkford.com","first_name":"Larissa","last_name":"Anderson","phone":"4033567843","orgname":"Cam Clark Automotive Group","customer_acct_name":"Cam Clark Automotive Group","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"306730","full_name":"Larissa Anderson","members_type":"CORP","paid_thru":"2024-06-30","organization_id":"303048","trc":"False","wera":"False","province":"AB","last_act_type":"2021-10-29","language":"English","corp_cancel_date":"2024-09-04","do_id":"L25O3448","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3448","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"larissa.anderson@camclarkford.com","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","company_paid_thru":"2024-06-30","blocnote":"May 27 vm","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44747","email":"jlevasseur1203@gmail.com","first_name":"Julie","last_name":"Levasseur","phone":"","orgname":"Compta 1-2-3","customer_acct_name":"Compta 1-2-3","tags":"251202 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341497","full_name":"Julie Levasseur","members_type":"CAND","canceldate":"2025-12-02","new_member_date_2":"2024-10-21","paid_thru":"2025-09-30","phone_2":"5145466427","pcl_status":"F","pcl_completion_date":"2025-02-03","trc":"False","wera":"False","province":"QC","last_act_type":"2025-11-28","language":"French","do_id":"L25C8552","lead_status":"Lapsed Member","time_zone":"2","number_of_passed_courses":"0","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C8552","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"jlevasseur1203@gmail.com","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"46606","email":"cmontag@financewithoutbordersinc.com","first_name":"Christine","last_name":"Montag","phone":"9059670777","orgname":"Finance Without Borders Inc.","customer_acct_name":"Finance Without Borders Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"301999","full_name":"Christine Montag, CPA, CMA, CFE","members_type":"CORP","paid_thru":"2023-05-31","phone_2":"6478678574","organization_id":"302011","trc":"False","wera":"False","province":"ON","last_act_type":"2023-07-13","language":"English","corp_cancel_date":"2023-07-18","do_id":"L25O3454","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3454","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"cmontag@financewithoutbordersinc.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","company_paid_thru":"2023-05-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43336","email":"ouelletcathy@hotmail.com","first_name":"Cathy","last_name":"Ouellet","phone":"5144588844","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, 250918 new lapsed, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"316136","full_name":"Cathy Ouellet","members_type":"AST","canceldate":"2023-10-03","new_member_date_2":"2022-08-31","paid_thru":"2023-07-31","phone_2":"5144588844","province":"QC","language":"French","do_id":"L25A2067","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A2067","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2022-11-14","number_of_passed_courses":"0","blocnote":"Apart pour le prix, tout est bon.\n2026 May 08 call disconnected due to inactivity, no clear conversation with Cathy","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:10-04:00","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":"Yes","notrenewedwanttorenew":"No","notrenewedcpehard":"No","notrenewedoutsourced":"No","notrenewedoutofbusiness":"No","notrenewedacquired":"No","notrenewedbudget":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"Yes","npichallengesspecify":"prix","expectationsnotmet":"No","membershipcost":"Yes","membershipcostspecify":"pric","npivaluenotdelivered":"No","careerchange":"No","hardtoparticipateevents":"No","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","intcode":"15","temp_intcode_for_auto_old_int_code":"15","trc":"False","wera":"False","npi_email_temp":"ouelletcathy@hotmail.com","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:10-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to reach Cathy but was unable to have a clear conversation as the user's speech was inaudible. The call ended due to inactivity without completing the intended interaction.","aitm_callsummarytitle":"Unsuccessful call attempt to Cathy","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"01","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6b41bf2b553564bdeed3d316e8d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6b41bf2b553564bdeed3d316e8d","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"44998","email":"no-email569@ler.com","first_name":"Payroll","last_name":"Department","phone":"4033979434","orgname":"Bellstar Hotels & Resorts","customer_acct_name":"Bellstar Hotels & Resorts","tags":"LER_dummy, 251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"333108","full_name":"Payroll Department","members_type":"CORP","paid_thru":"2024-05-31","organization_id":"289121","trc":"False","wera":"False","province":"AB","language":"English","corp_cancel_date":"2024-08-02","do_id":"L25O4014","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","temp_do_id_for_auto_old_do_id":"L25O4014","npi_email_temp":"no-email569@ler.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","company_paid_thru":"2024-05-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42471","email":"cgoulet@bourdonguay.ca","first_name":"Charlie","last_name":"Goulet","phone":"4504177262","orgname":"Bourdon & Guay, CPA Inc.","customer_acct_name":"Bourdon & Guay, CPA Inc.","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"340008","full_name":"Charlie Goulet","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O01214","organization_id":"313628","coidnewmbrdate":"2022-06-01","city_1":"Terrebonne","province":"QC","language":"English","time_zone":"2","area_code":"450","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25O01214","last_act_type":"2024-07-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"cgoulet@bourdonguay.ca","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","company_paid_thru":"2025-05-31","corp_cancel_date":"2025-08-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45664","email":"jacob.biesiadecki@milk.org","first_name":"Jacob","last_name":"Biesiadecki","phone":"9058172132","orgname":"Dairy Farmers of Ontario","customer_acct_name":"Dairy Farmers of Ontario","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"311119","full_name":"Jacob Biesiadecki","members_type":"CORP","paid_thru":"2024-09-30","organization_id":"306177","trc":"False","wera":"False","province":"ON","last_act_type":"2022-11-03","language":"English","corp_cancel_date":"2024-12-04","do_id":"L25O3846","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3846","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"jacob.biesiadecki@milk.org","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","company_paid_thru":"2024-09-30","company_status":"I"}},"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, TMAI","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","time_zone":"2","lead_status":"Refused","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P2367","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"01","blocnote":"LN Sept 30 2025 Not in the office working remotely.\r\n2nd number no answer\n2026 May 15 - Outbound call; asked for Xi, no answer, call disconnected.\n2026 May 15 contact refused to renew due to lack of continuing education hours","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T09:45:13-04:00","temp_intcode_for_auto_old_int_code":"01","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","latest_paid_thru":"2024-07-31","thewithdrawaldate":"2024-10-02","aitm_status_called":"2026-05-15T10:01:42-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Xi regarding her lapsed Professional membership with the National Payroll Institute. Xi expressed that she does not want to renew because she lacks the required continuing education hours. She declined to answer further survey questions and refused a callback.","aitm_callsummarytitle":"Membership Non-Renewal Due to Education Hours","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"Does not have the required continuing education hours to maintain the designation.","initialvalue":"Designation","othermemberbenefit":"None provided","old_int_code":"05","prootherreasonsnottorenew":"No interaction; reason not provided.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_746b290d09fd525380635b7c05e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_746b290d09fd525380635b7c05e","old_do_id":"L25P2367","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"46642","email":"mrodrigue@rbf.qc.ca","first_name":"Manon","last_name":"Rodrigue","phone":"4504384416","orgname":"RBF International Lt\u00e9e","customer_acct_name":"RBF International Lt\u00e9e","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"314867","full_name":"Manon Rodrigue","members_type":"CORP","paid_thru":"2023-04-30","organization_id":"198909","trc":"False","wera":"False","province":"QC","last_act_type":"2023-12-06","language":"French","corp_cancel_date":"2023-07-11","extension_phone_1":"286","do_id":"L25O3970","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3970","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"mrodrigue@rbf.qc.ca","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","company_paid_thru":"2023-04-30","company_status":"I"}},"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":"2025-03-02","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","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
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{"contact":{"id":"43268","email":"marglazca@yahoo.com","first_name":"Marina","last_name":"Glazyrina","phone":"3065379785","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"339878","full_name":"Marina Glazyrina","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2024-07-17","paid_thru":"2025-06-30","province":"SK","language":"English","phone_2":"3065379785","time_zone":"3","do_id":"L25C06222","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":"L25C06222","old_do_id":"LB2504257","last_act_type":"2024-08-08","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 03 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:14:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"marglazca@yahoo.com","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"42555","email":"faria.arefin72@gmail.com","first_name":"Faria","last_name":"Arefin","phone":"4164398668","orgname":"Oxford College of Arts, Business and Technology","customer_acct_name":"Oxford College of Arts, Business and Technology","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"331311","full_name":"Faria Arefin","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05629","new_member_date_2":"2024-06-11","city_1":"Scarborough","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"6475649774","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":"L25C05629","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2024-05-06","pf1_status":"P","pf1_completion_date":"2024-08-21","pf2_status":"P","pf2_completion_date":"2024-07-02","number_of_passed_courses":"3","intcode":"10","blocnote":"LNC Nov 11 2025 call after 5","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T10:12:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","trc":"True","wera":"False","npi_email_temp":"faria.arefin72@gmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"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","latest_paid_thru":"2025-05-31","company_paid_thru":"2025-05-31","corp_cancel_date":"2025-08-02","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"43194","email":"chou1997jc@gmail.com","first_name":"Tzu-Chun","last_name":"Chou","phone":"6043588759","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"338639","full_name":"Tzu-Chun Chou","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":"6043588759","time_zone":"5","do_id":"L25C06215","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":"L25C06215","old_do_id":"LB2504183","last_act_type":"2024-12-07","pcl_status":"F","pcl_completion_date":"2024-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T12:47:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"chou1997jc@gmail.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"43353","email":"marimmorgan@yahoo.com","first_name":"Mariam","last_name":"Morgan","phone":"6472953169","orgname":"Hypertec","customer_acct_name":"Hypertec","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"206019","full_name":"Mariam Morgan","members_type":"PRO","canceldate":"2025-02-04","new_member_date_2":"2012-09-17","paid_thru":"2024-11-30","cert_status":"WITHDRAWN","phone_2":"6472953169","province":"ON","cpa_certification":"PCP","language":"English","do_id":"L25P2342","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P2342","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LN Sept 30 2025 vm\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail.\n2026 May 21 call reached voicemail\n2026 May 21 call reached voicemail after initial greeting","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2018-05-30","last_act_type":"2026-08-04","pcl_status":"P","pcl_completion_date":"2012-12-19","pf1_status":"P","pf1_completion_date":"2013-04-25","pf2_status":"P","pf2_completion_date":"2013-12-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-09-27","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"marimmorgan@yahoo.com","pcl_completion_date_5":"2017-12-19","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","thewithdrawaldate":"2025-02-04","aitm_status_called":"2026-05-21T09:52:07-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was an outbound attempt to reach Mariam, but it was disconnected after reaching voicemail shortly after the initial greeting.","aitm_callsummarytitle":"Voicemail reached, no conversation","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_686a99be23bdb54eb8c21ac4908","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_686a99be23bdb54eb8c21ac4908","notrenewedwanttorenew":"No","mini_nps":"3","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"45578","email":"sarah.brodner@orionsteel.com","first_name":"Sarah","last_name":"Smith","phone":"3069247646","orgname":"Orion Steel","customer_acct_name":"Orion Steel","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"232591","full_name":"Sarah Smith","members_type":"CORP","paid_thru":"2025-09-30","phone_2":"3065337576","organization_id":"6754","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2016-08-02","pf1_status":"P","pf1_completion_date":"2016-12-25","pf2_status":"P","pf2_completion_date":"2017-06-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-06-04","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"SK","last_act_type":"2025-10-09","language":"English","last_infoline_date_type":"2024-11-18","corp_cancel_date":"2025-12-02","do_id":"L25O2840","number_of_passed_courses":"4","time_zone":"3","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":"L25O2840","npi_email_temp":"sarah.brodner@orionsteel.com","pcl_completion_date_5":"2021-08-02","formatted_paid_thru":"30\/09\/2025","company_paid_thru":"2025-09-30","latest_paid_thru":"2025-09-30","ln_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43329","email":"sg9chauhan@gmail.com","first_name":"Shivpratapsingh","last_name":"Chauhan","phone":"6476197815","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"341898","full_name":"Shivpratapsingh Chauhan","members_type":"CAND","canceldate":"2025-09-08","new_member_date_2":"2024-09-09","paid_thru":"2025-08-31","phone_2":"6476197815","province":"ON","language":"English","do_id":"L25C6140","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C6140","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2024-12-03","number_of_passed_courses":"1","blocnote":"LNC \/ 19 November 2025 He can't renew now - maybe in the future","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T09:30:00-05:00","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":"he didn't get approval from the government grant","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":"he didn't get the grant from government","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"18 to 30 years","selfpayrollproficiency":"Native","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","trc":"True","wera":"False","npi_email_temp":"sg9chauhan@gmail.com","pcl_completion_date_5":"2029-12-03","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
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{"contact":{"id":"42585","email":"inesguzman21@gmail.com","first_name":"Ines","last_name":"Reyes","phone":"6476099783","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":"336199","full_name":"Ines Delos Reyes","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05646","new_member_date_2":"2024-06-11","city_1":"Etobicoke","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6476099783","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":"L25C05646","last_act_type":"2025-02-10","pcl_status":"F","pcl_completion_date":"2024-08-20","pf1_status":"F","pf1_completion_date":"2024-06-20","pf2_status":"F","pf2_completion_date":"2024-07-19","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"16","blocnote":"number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T09:27:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","npi_email_temp":"inesguzman21@gmail.com","pcl_completion_date_5":"2029-08-20","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"43337","email":"dol_orpilla@yahoo.com","first_name":"Dolores","last_name":"Orpilla","phone":"4165749162","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"171020","full_name":"Dolores Orpilla","members_type":"AST","canceldate":"2024-09-04","new_member_date_2":"2014-07-15","paid_thru":"2024-06-30","cert_status":"WITHDRAWN_CPE","phone_2":"4165749162","province":"ON","cpa_certification":"PCP","language":"English","do_id":"L25A2044","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A2044","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LN Sept 30 2025 Wrong number\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no human interaction\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:46-04:00","temp_intcode_for_auto_old_int_code":"06","old_int_code":"16","notrenewedother":"Phone cannot be recovered","last_infoline_date_type":"2024-03-25","last_act_type":"2025-04-24","pcl_status":"P","pcl_completion_date":"2011-07-06","pf1_status":"P","pf1_completion_date":"2012-05-01","pf2_status":"P","pf2_completion_date":"2014-11-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-09-22","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"dol_orpilla@yahoo.com","pcl_completion_date_5":"2016-07-06","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:41-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_86e506c3613c664a6cb7f02e64b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_86e506c3613c664a6cb7f02e64b"}},"seriesid":"163"}
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{"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","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
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{"contact":{"id":"43258","email":"dulude.mariechristine@gmail.com","first_name":"Marie-Christine","last_name":"Dulude","phone":"5148337378","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"339668","full_name":"Marie-Christine Dulude","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2024-07-10","paid_thru":"2025-06-30","province":"QC","language":"French","phone_2":"5148337378","time_zone":"2","do_id":"L25C06264","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":"L25C06264","old_do_id":"LB2504247","last_act_type":"2024-09-07","pcl_status":"F","pcl_completion_date":"2024-09-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"dulude.mariechristine@gmail.com","pcl_completion_date_5":"2029-09-23","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
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{"contact":{"id":"42563","email":"ginaginawu114@gmail.com","first_name":"Ho","last_name":"Wu","phone":"6478612832","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":"337418","full_name":"Ho Wai Wu","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05634","new_member_date_2":"2024-06-13","city_1":"Markham","province":"ON","language":"English","time_zone":"2","area_code":"647","phone_2":"6478612832","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":"L25C05634","last_act_type":"2024-06-13","pcl_status":"P","pcl_completion_date":"2024-08-20","pf1_status":"F","pf1_completion_date":"2024-10-17","number_of_passed_courses":"1","intcode":"16","blocnote":"LNC \/ 18 November 2025 Wrong number","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T13:52:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","old_int_code":"08","trc":"True","wera":"False","npi_email_temp":"ginaginawu114@gmail.com","pcl_completion_date_5":"2029-08-20","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"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":"2024-03-07","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","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"46494","email":"dbld67@sympatico.ca","first_name":"Kelly","last_name":"Dunn","phone":"7057281617","orgname":"The Source (bell) Electronics Inc","customer_acct_name":"The Source (bell) Electronics Inc","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"187219","full_name":"Kelly Dunn","members_type":"CORP","paid_thru":"2025-06-30","phone_2":"7058174960","organization_id":"187217","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2015-10-06","pf1_status":"P","pf1_completion_date":"2016-01-24","pf2_status":"P","pf2_completion_date":"2017-06-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-06-14","trc":"False","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-02-18","language":"English","last_infoline_date_type":"2023-03-22","corp_cancel_date":"2025-09-03","extension_phone_1":"4316","do_id":"L25O2674","number_of_passed_courses":"4","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2674","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"dbld67@sympatico.ca","pcl_completion_date_5":"2020-10-06","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","company_paid_thru":"2025-06-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45674","email":"daniele.jodoin@workleap.com","first_name":"Dani\u00e8le","last_name":"Jodoin","phone":"5143038203","orgname":"Workleap Technologies Inc.","customer_acct_name":"Workleap Technologies Inc.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"330709","full_name":"Dani\u00e8le Jodoin","members_type":"CORP","phone_2":"4388724708","trc":"False","wera":"False","language":"French","corp_cancel_date":"2024-09-13","do_id":"L25O4108","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O4108","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"daniele.jodoin@workleap.com","company_paid_thru":"2024-10-31","latest_paid_thru":"2024-10-31","formatted_paid_thru":"31\/10\/2024","company_status":"I","organization_id":"331166","province":"QC"}},"seriesid":"163"}
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{"contact":{"id":"46560","email":"martial.flamand@cdam.ca","first_name":"Martial","last_name":"Flamand","phone":"8199718813","orgname":"Conseil des Atikamekw de Manawan","customer_acct_name":"Conseil des Atikamekw de Manawan","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"318604","full_name":"Martial Flamand","members_type":"CORP","paid_thru":"2024-11-30","trc":"False","wera":"False","last_act_type":"2026-02-02","language":"French","do_id":"L25O3694","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3694","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"martial.flamand@cdam.ca","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","ln_entered_date":"2026-05-28","company_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"43319","email":"lesleyacoles@gmail.com","first_name":"Lesley","last_name":"Coles","phone":"9054273044","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"104126","full_name":"Lesley Davies Coles","members_type":"PRO","canceldate":"2025-09-03","new_member_date_2":"2009-07-07","paid_thru":"2025-06-30","cert_status":"WITHDRAWN","phone_2":"9054273044","province":"ON","cpa_certification":"PCP","language":"English","pds_august":"1","do_id":"L25P2332","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P2332","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"LN \/ 30 September 2025 Did only part of the survey - she had to go to the doctor plus she is retiring soon - didn't want to continue the survey\n2026 May 19 call reached voicemail\n2026 May 19 reached voicemail, no human interaction\n2026 May 21 contact answered, initial value Other, satisfaction rated 3","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","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":"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":"3","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","intcode":"15","temp_intcode_for_auto_old_int_code":"15","pds_september":"1","last_infoline_date_type":"2025-07-04","last_act_type":"2025-02-12","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"lesleyacoles@gmail.com","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","thewithdrawaldate":"2025-09-03","aitm_status_called":"2026-05-21T09:37:06-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Lesley regarding her lapsed Professional membership with the National Payroll Institute. Lesley indicated her initial membership motivation was related to a course, rated her satisfaction as 3, and was asked about her age range for statistical purposes before the call ended.","aitm_callsummarytitle":"Membership feedback call with Lesley","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f94288703563512e44bf289fc8c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f94288703563512e44bf289fc8c","initialvalue":"Other","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"43373","email":"chineze_uc@yahoo.com","first_name":"Chineze","last_name":"Ule-Chimbo","phone":"5878968771","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"255117","full_name":"Chineze Ule-Chimbo","members_type":"PRO","canceldate":"2024-10-02","new_member_date_2":"2017-08-21","paid_thru":"2024-07-31","cert_status":"WITHDRAWN","phone_2":"5878968771","province":"AB","cpa_certification":"PCP","language":"English","time_zone":"4","lead_status":"Refused","temp_do_id_for_auto_old_do_id":"L25P2354","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"01","blocnote":"LN \/ 30 September 2025 No answer\n2026 May 12 call reached voicemail, no contact made\n2026 May 12 contact no longer active payroll specialist, paying for another designation, finds membership too expensive.","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T13:37:51-04:00","temp_intcode_for_auto_old_int_code":"01","last_act_type":"2024-12-31","pcl_status":"P","pcl_completion_date":"2017-12-24","pf1_status":"P","pf1_completion_date":"2018-06-03","pf2_status":"P","pf2_completion_date":"2018-12-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-01-11","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"chineze_uc@yahoo.com","pcl_completion_date_5":"2022-12-24","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","thewithdrawaldate":"2024-10-02","aitm_status_called":"2026-05-12T13:51:44-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Chineze regarding her lapsed Professional membership with the National Payroll Institute. Chineze expressed that she is no longer an active payroll specialist, is paying for another designation, and finds the NPI membership too expensive to maintain. The call ended with the agent acknowledging her situation.","aitm_callsummarytitle":"Membership Lapse - No Renewal","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No longer an active payroll specialist and finds the membership too expensive to maintain.","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_1e1e27357b9823e47f474271f6e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1e1e27357b9823e47f474271f6e","initialvalue":"Designation","old_do_id":"L25P2354","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"44171","email":"info@loadedathletics.com","first_name":"Tara","last_name":"Martin","phone":"7789187944","orgname":"Loaded Athletics","customer_acct_name":"Loaded Athletics","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"284740","full_name":"Tara Martin","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2020-09-15","paid_thru":"2025-08-31","phone_2":"7789187944","pcl_status":"P","pcl_completion_date":"2021-01-10","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2023-07-11","province":"BC","last_act_type":"2024-09-07","language":"English","last_infoline_date_type":"2020-12-23","number_of_passed_courses":"3","time_zone":"5","lead_status":"Refused","intcode":"21","temp_do_id_for_auto_old_do_id":"LB2505461","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","temp_intcode_for_auto_old_int_code":"21","date_of_renewal_identification":"","old_do_id":"L25C8026","trc":"True","wera":"False","do_id":"LB2505461","npi_email_temp":"info@loadedathletics.com","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"46467","email":"dennis@edwardscpa.ca","first_name":"Dennis","last_name":"Edwards","phone":"4039421650","orgname":"Edwards & Edwards","customer_acct_name":"Edwards & Edwards","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"318903","full_name":"Dennis Edwards, CPA, CA","members_type":"CORP","paid_thru":"2023-10-31","organization_id":"318904","trc":"False","wera":"False","province":"AB","last_act_type":"2023-12-22","language":"English","corp_cancel_date":"2024-01-05","do_id":"L25O3681","number_of_passed_courses":"0","time_zone":"4","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":"L25O3681","npi_email_temp":"dennis@edwardscpa.ca","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"43486","email":"josanter2002@yahoo.com","first_name":"Johanna","last_name":"Santero","phone":"9052736656","orgname":"Anderson College of Health, Business and Technology","customer_acct_name":"Anderson College of Health, Business and Technology","tags":"250918 new lapsed","ip4":"0.0.0.0","fields":{"individual_id":"308429","full_name":"Johanna Santero","members_type":"CAND","canceldate":"2023-06-02","new_member_date_2":"2022-03-31","paid_thru":"2023-03-31","phone_2":"9056168067","province":"ON","language":"English","time_zone":"2","lead_status":"Refused","intcode":"21","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2505714","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":"L25C6035","last_act_type":"2022-03-31","pcl_status":"P","pcl_completion_date":"2022-10-24","pf1_status":"P","pf1_completion_date":"2022-03-20","pf2_status":"P","pf2_completion_date":"2022-05-08","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2505714","npi_email_temp":"josanter2002@yahoo.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"46527","email":"eagustin@esssupportservices.ca","first_name":"Enmy","last_name":"Agustin","phone":"4162430127","orgname":"ESS Support Services","customer_acct_name":"ESS Support Services","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"10.13.132.255","fields":{"individual_id":"325613","full_name":"Enmy Agustin","members_type":"CORP","paid_thru":"2024-10-31","organization_id":"282567","trc":"False","wera":"False","province":"ON","last_act_type":"2023-05-06","language":"English","last_infoline_date_type":"2023-05-06","corp_cancel_date":"2025-01-07","do_id":"L25O4228","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O4228","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"eagustin@esssupportservices.ca","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","company_paid_thru":"2024-10-31","sendapplicationform":"2026-05-28T15:45:00-04:00","initialvalue":"stay current with payroll","mini_nps":"3","age_range":"31-45","blocnote":"May 28 completed with email to renew","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45613","email":"abeaulieu@quadco.com","first_name":"Alana-Lee","last_name":"Beaulieu","phone":"4506233340","orgname":"Quadco Inc","customer_acct_name":"Quadco Inc","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"36039","full_name":"Alana-Lee Beaulieu","members_type":"CORP","paid_thru":"2025-06-30","organization_id":"10948","trc":"False","wera":"False","province":"QC","last_act_type":"2025-08-28","language":"English","corp_cancel_date":"2025-09-03","do_id":"L25O4361","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4361","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"abeaulieu@quadco.com","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","company_paid_thru":"2025-06-30","blocnote":"May 25 vm","company_status":"I"}},"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","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":"2025-04-02","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","latest_paid_thru":"2025-01-31"}},"seriesid":"163"}
{"contact":{"id":"45558","email":"cstlouis@ccsoutaouais.com","first_name":"Caroline","last_name":"St-Louis","phone":"8196435005","orgname":"Centre de Communication Sant\u00e9 de l'Outaouais","customer_acct_name":"Centre de Communication Sant\u00e9 de l'Outaouais","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"295494","full_name":"Caroline St-Louis","members_type":"CORP","paid_thru":"2024-10-31","organization_id":"295493","trc":"False","wera":"False","province":"QC","language":"French","corp_cancel_date":"2025-01-07","extension_phone_1":"2234","do_id":"L25O3324","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3324","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"cstlouis@ccsoutaouais.com","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","company_paid_thru":"2024-10-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42656","email":"michelle_mf8@hotmail.com","first_name":"Michelle","last_name":"Girouard-Ayers","phone":"4504434043","orgname":"9290 -1131 Qu\u00e9bec Inc.","customer_acct_name":"9290 -1131 Qu\u00e9bec Inc.","tags":"npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"273323","full_name":"Michelle Girouard-Ayers","members_type":"CAND","lead_status":"Refused","do_id":"","new_member_date_2":"2023-06-02","city_1":"Varennes","province":"QC","language":"French","time_zone":"2","area_code":"450","phone_2":"5149780251","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":"L25C05687","last_infoline_date_type":"2024-06-13","last_act_type":"2024-06-13","pcl_status":"F","pcl_completion_date":"2024-06-04","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"michelle_mf8@hotmail.com","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","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":"L25C05687"}},"seriesid":"163"}
{"contact":{"id":"45152","email":"no-email334@ler.com","first_name":"Julie","last_name":"Gillis","phone":"5197598830","orgname":"St. Leonard's Community Services","customer_acct_name":"St. Leonard's Community Services","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"225064","full_name":"Julie Gillis","members_type":"CORP","paid_thru":"2023-10-31","organization_id":"110320","trc":"False","wera":"False","province":"ON","last_act_type":"2022-04-26","language":"English","corp_cancel_date":"2024-01-05","do_id":"L25O2781","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","temp_do_id_for_auto_old_do_id":"L25O2781","npi_email_temp":"no-email334@ler.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44895","email":"bobbi.tooke@vytal.ca","first_name":"Bobbi","last_name":"Tooke","phone":"7804496100","orgname":"HCI Filtration (CPS)","customer_acct_name":"HCI Filtration (CPS)","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"315772","full_name":"Bobbi Tooke","members_type":"CORP","paid_thru":"2023-07-31","organization_id":"315771","trc":"False","wera":"False","province":"AB","language":"English","corp_cancel_date":"2023-10-03","do_id":"L25O3750","number_of_passed_courses":"0","time_zone":"4","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":"L25O3750","npi_email_temp":"bobbi.tooke@vytal.ca","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31","company_paid_thru":"2023-07-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44819","email":"tyler_paquin@canadacartage.com","first_name":"Tyler","last_name":"Paquin","phone":"2046310536","orgname":"Direct Limited Partnership","customer_acct_name":"Direct Limited Partnership","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"198132","full_name":"Tyler Paquin","members_type":"CORP","paid_thru":"2024-02-29","organization_id":"142283","trc":"False","wera":"False","province":"MB","language":"English","corp_cancel_date":"2024-05-02","do_id":"L25O2742","number_of_passed_courses":"0","time_zone":"3","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2742","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"tyler_paquin@canadacartage.com","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","company_paid_thru":"2024-02-29","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43188","email":"chandanikpatel02@gmail.com","first_name":"Chandani","last_name":"Patel","phone":"2896599121","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"337190","full_name":"Chandani Patel","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2024-06-27","paid_thru":"2025-06-30","province":"NS","language":"English","phone_2":"2896599121","time_zone":"1","do_id":"L25C06236","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":"L25C06236","old_do_id":"LB2504177","last_act_type":"2024-11-29","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":"2025-12-03T10:00:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"chandanikpatel02@gmail.com","pcl_completion_date_5":"2029-10-11","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"44877","email":"nsangroy@walshgroup.com","first_name":"Neena","last_name":"Sangroy","phone":"9055320662","orgname":"Walsh Canada","customer_acct_name":"Walsh Canada","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"102391","full_name":"Neena Sangroy","members_type":"CORP","paid_thru":"2023-05-31","phone_2":"6474265155","organization_id":"235060","trc":"False","wera":"False","province":"ON","last_act_type":"2023-07-27","language":"English","last_infoline_date_type":"2022-10-27","corp_cancel_date":"2023-08-02","do_id":"L25O2497","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O2497","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"nsangroy@walshgroup.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","company_paid_thru":"2023-05-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42647","email":"mehrbod.anahita80@gmail.com","first_name":"Anahita","last_name":"Mehrbod","phone":"4169049059","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":"335589","full_name":"Anahita Mehrbod","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05682","new_member_date_2":"2024-06-07","city_1":"Toronto","province":"ON","language":"English","time_zone":"2","area_code":"416","phone_2":"4169049059","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":"L25C05682","last_act_type":"2024-07-06","pcl_status":"P","pcl_completion_date":"2024-05-01","pf1_status":"P","pf1_completion_date":"2024-08-21","pf2_status":"P","pf2_completion_date":"2024-06-20","number_of_passed_courses":"3","intcode":"06","blocnote":"Nov 11 2025 At work call back\r\nLNC Dec 8 2025 vm\r\nLNC Dec 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T10:50:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","old_int_code":"10","npi_email_temp":"mehrbod.anahita80@gmail.com","pcl_completion_date_5":"2029-05-01","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"46458","email":"no-email487@ler.com","first_name":"Payroll","last_name":"Department","phone":"2503921000","orgname":"Axis Family Resources Ltd.","customer_acct_name":"Axis Family Resources Ltd.","tags":"LER_dummy, 251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"318667","full_name":"Payroll Department","members_type":"CORP","paid_thru":"2024-11-30","organization_id":"270238","trc":"False","wera":"False","province":"BC","language":"English","corp_cancel_date":"2025-02-04","do_id":"L25O3680","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3680","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email487@ler.com","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","company_paid_thru":"2024-11-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43389","email":"toniawright@live.ca","first_name":"Tonia","last_name":"Wright","phone":"9024612009","orgname":"Land and Sea Instrumentation Ltd.","customer_acct_name":"Land and Sea Instrumentation Ltd.","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"278550","full_name":"Tonia Wright","members_type":"PRO","canceldate":"2025-09-03","new_member_date_2":"2019-08-01","paid_thru":"2025-06-30","cert_status":"WITHDRAWN_CPE","phone_2":"9026911443","province":"NS","cpa_certification":"PCP","language":"English","extension_phone_1":"258","do_id":"L25P2364","time_zone":"1","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P2364","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"05","blocnote":"LN \/ 01 October 2025 VM\n2026 May 11 call reached voicemail, no human interaction\n2026-05-11 Dial no answer, phone: +19026911443\n2026 May 13 - reached company IVR and voicemail for Tanya Wright; no human contact\n2026-05-13 Dial no answer, phone: +19026911443\n2026 May 15 - Reached company voicemail; left no message\n2026-05-15 Dial no answer, phone: +19026911443\n2026 May 19 reached voicemail for Land and CE Instrumentation Limited, left message after selecting accounts payable\n2026-05-19 Dial no answer, phone: +19026911443\n2026 May 21 call reached voicemail, no message left.\n2026-05-21 Dial no answer, phone: +19026911443","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T08:47:06-04:00","temp_intcode_for_auto_old_int_code":"05","last_act_type":"2025-08-13","pcl_status":"P","pcl_completion_date":"2019-12-03","pf1_status":"P","pf1_completion_date":"2020-04-19","pf2_status":"P","pf2_completion_date":"2020-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-16","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"toniawright@live.ca","pcl_completion_date_5":"2024-12-03","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","thewithdrawaldate":"2025-09-03","aitm_status_called":"2026-05-21T09:02:05-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached a voicemail system at Land and Sea Instrumentation Limited, and the agent left no message after the voicemail prompt.","aitm_callsummarytitle":"Voicemail Reached - No Contact","notrenewedwanttorenew":"No","mini_nps":"3","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_5411fa1be98fe6f27d760bf71bc","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5411fa1be98fe6f27d760bf71bc","old_int_code":"06","initialvalue":"Other","age_range":"Preferred not to say","onesentencenotrenewed":"No contact was made as the call went to voicemail.","othermemberbenefit":"No information provided.","prootherreasonsnottorenew":"No contact to determine reason.","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"44170","email":"jennifer@wbconsulting.ca","first_name":"Jennifer","last_name":"White","phone":"6472287769","orgname":"Whiteboard Consulting","customer_acct_name":"Whiteboard Consulting","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340375","full_name":"Jennifer White","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":"2024-12-12","pf1_status":"F","pf1_completion_date":"2025-04-24","province":"ON","last_act_type":"2024-10-09","language":"English","do_id":"L25C8281","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8281","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":"2025-12-09T11:39:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jennifer@wbconsulting.ca","pcl_completion_date_5":"2029-12-12","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"44920","email":"marwan.mneimneh@elections.ca","first_name":"Marwan","last_name":"Mneimneh","phone":"8734160909","orgname":"Elections Canada (Finance)","customer_acct_name":"Elections Canada (Finance)","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"314144","full_name":"Marwan Mneimneh","members_type":"CORP","paid_thru":"2025-11-30","organization_id":"46928","trc":"False","wera":"False","province":"QC","last_act_type":"2025-11-11","language":"English","last_infoline_date_type":"2025-04-02","corp_cancel_date":"2025-11-27","do_id":"L25O4257","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4257","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"marwan.mneimneh@elections.ca","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30","company_paid_thru":"2025-11-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45372","email":"barbara.dafonseca@bdca.ca","first_name":"Barbara","last_name":"Dafonseca","phone":"4164901042","orgname":"BDCA Chartered Professional Accountants","customer_acct_name":"BDCA Chartered Professional Accountants","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"231896","full_name":"Barbara Dafonseca","members_type":"CORP","paid_thru":"2025-08-31","phone_2":"6472801490","organization_id":"231895","trc":"False","wera":"False","province":"ON","last_act_type":"2017-09-22","language":"English","corp_cancel_date":"2025-11-04","do_id":"L25O2811","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2811","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"barbara.dafonseca@bdca.ca","formatted_paid_thru":"31\/08\/2025","company_paid_thru":"2025-08-31","latest_paid_thru":"2025-08-31","ln_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42525","email":"frederic_006@hotmail.com","first_name":"Fr\u00e9d\u00e9ric","last_name":"Bergeron","phone":"8198270516","orgname":"MRC Des Collines- De-L'Outaouais","customer_acct_name":"MRC Des Collines- De-L'Outaouais","tags":"npiAlert13, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"176654","full_name":"Fr\u00e9d\u00e9ric Bergeron","members_type":"AST","lead_status":"Lapsed Member","do_id":"L25A02131","new_member_date_2":"2015-02-09","organization_id":"338640","coidnewmbrdate":"2024-06-06","city_1":"Gatineau","province":"QC","language":"French","time_zone":"2","extension_phone_1":"2232","area_code":"819","phone_2":"8198270516","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Lapsed Members","canceldate":"2023-04-04","paid_thru":"2025-05-31","temp_do_id_for_auto_old_do_id":"L25A02131","pds_august":"3","old_do_id":"L25O01239","pds_september":"3","last_infoline_date_type":"2022-02-25","last_act_type":"2025-03-18","number_of_passed_courses":"0","pds_october":"3","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:04-04:00","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","pds_november":"3","npi_email_temp":"frederic_006@hotmail.com","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31","called_by":"Tri","aitm_status_called":"2026-05-08T11:37:51-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call reached a voicemail system after attempting to connect with Fr\u00e9d\u00e9ric. The agent was unable to have a conversation or complete the intended membership renewal discussion.","aitm_callsummarytitle":"Voicemail reached, no contact","blocnote":"2026 May 08 voicemail reached, no contact with Fr\u00e9d\u00e9ric\n2026 May 08 call reached voicemail, no conversation with Fr\u00e9d\u00e9ric","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"Yes","old_int_code":"05","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_caae8d5f03a7b6a7159d1aeff52","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_caae8d5f03a7b6a7159d1aeff52","company_paid_thru":"2025-05-31","corp_cancel_date":"2025-08-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43500","email":"sonya.e.f@sbcglobal.net","first_name":"Sonya","last_name":"Francis","phone":"7135851508","orgname":"Live Nation Entertainment","customer_acct_name":"Live Nation Entertainment","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"319917","full_name":"Sonya Francis","members_type":"CAND","canceldate":"2025-02-04","new_member_date_2":"2023-01-04","paid_thru":"2024-11-30","phone_2":"8328674187","province":"TX","language":"English","time_zone":"3","lead_status":"Refused","temp_do_id_for_auto_old_do_id":"L25C6047","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","last_act_type":"2024-07-16","pcl_status":"P","pcl_completion_date":"2023-05-28","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 18 2025  call back","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T16:21:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"06","old_do_id":"L25C6047","npi_email_temp":"sonya.e.f@sbcglobal.net","pcl_completion_date_5":"2028-05-28","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30"}},"seriesid":"163"}
{"contact":{"id":"43265","email":"linda_q_lin@yahoo.com","first_name":"Linda","last_name":"Lin","phone":"4162736815","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"339942","full_name":"Linda Lin","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2024-07-17","paid_thru":"2025-06-30","province":"ON","language":"English","phone_2":"4162736815","time_zone":"2","do_id":"L25C06268","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":"L25C06268","old_do_id":"LB2504254","last_act_type":"2024-07-16","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":"2025-12-03T10:10:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"linda_q_lin@yahoo.com","pcl_completion_date_5":"2029-10-16","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"44809","email":"uomosigho@reginacommunityclinic.ca","first_name":"Uche","last_name":"Omosigho","phone":"3065437880","orgname":"Community Health Services Association (Regina) Ltd.","customer_acct_name":"Community Health Services Association (Regina) Ltd.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"313692","full_name":"Uche Omosigho","members_type":"CORP","paid_thru":"2023-05-31","organization_id":"313691","trc":"False","wera":"False","province":"SK","last_act_type":"2023-07-27","language":"English","last_infoline_date_type":"2023-01-02","corp_cancel_date":"2023-08-02","extension_phone_1":"2199","do_id":"L25O4241","number_of_passed_courses":"0","time_zone":"3","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4241","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"uomosigho@reginacommunityclinic.ca","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","company_paid_thru":"2023-05-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45099","email":"no-email375@ler.com","first_name":"Stacey","last_name":"Martz","phone":"7804513702","orgname":"DynaLIFE Dx","customer_acct_name":"DynaLIFE Dx","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"259710","full_name":"Stacey Martz","members_type":"CORP","paid_thru":"2024-02-29","organization_id":"165912","trc":"False","wera":"False","province":"AB","last_act_type":"2018-01-18","language":"English","corp_cancel_date":"2024-05-02","extension_phone_1":"8325","do_id":"L25O3018","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3018","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email375@ler.com","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","company_paid_thru":"2024-02-29","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43176","email":"edwige.k@outlook.com","first_name":"Edwige","last_name":"Kaneza","phone":"4507502587","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250905 new lapsed from memportal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"337028","full_name":"Edwige Kaneza","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2024-06-25","paid_thru":"2025-06-30","province":"QC","language":"English","phone_2":"4507502587","time_zone":"2","do_id":"L25C06242","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":"L25C06242","old_do_id":"LB2504165","last_act_type":"2025-02-10","pcl_status":"F","pcl_completion_date":"2024-10-09","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 03 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:05:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"edwige.k@outlook.com","pcl_completion_date_5":"2029-10-09","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"43387","email":"melany2@hotmail.com","first_name":"Melany","last_name":"Cote","phone":"5145641394","orgname":"Canadian Royalties Inc.","customer_acct_name":"Canadian Royalties Inc.","tags":"250918 new lapsed, 250919 NPI LN sent to TM, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"265986","full_name":"Melany Cote, PPQ","members_type":"CORP","canceldate":"2024-08-27","new_member_date_2":"2020-09-01","cert_status":"ACTIVE","phone_2":"5145641394","province":"QC","cpa_certification":"SCPQ","language":"French","time_zone":"2","lead_status":"Renewed Lapsed","temp_do_id_for_auto_old_do_id":"LB2506389","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","organization_id":"229588","old_do_id":"L25O02385","last_infoline_date_type":"2026-04-23","last_act_type":"2026-04-23","company_paid_thru":"2026-08-31","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-10-18T14:31:00-04:00","temp_intcode_for_auto_old_int_code":"99","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-10-02","number_of_passed_courses":"1","paid_thru":"2026-08-31","old_int_code":"24","trc":"True","wera":"False","pcp_we":"APPROVED","do_id":"LB2506389","npi_email_temp":"melany2@hotmail.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"43456","email":"silviavillalba81@hotmail.com","first_name":"Silvia","last_name":"Villalba","phone":"4168012390","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"256565","full_name":"Silvia Villalba","members_type":"AST","canceldate":"2023-06-02","new_member_date_2":"2022-04-17","paid_thru":"2023-03-31","phone_2":"4168012390","province":"ON","language":"English","do_id":"L25A2058","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A2058","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","blocnote":"LN Sept 30 2025 vm\n2026 May 08 contact Silvia Villalba answered call, introduced purpose, call ended early","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:33-04:00","temp_intcode_for_auto_old_int_code":"15","last_act_type":"2022-12-19","pcl_status":"P","pcl_completion_date":"2018-01-07","pf1_status":"P","pf1_completion_date":"2022-06-26","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"silviavillalba81@hotmail.com","pcl_completion_date_5":"2023-01-07","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:33-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent Ellen successfully reached Silvia Villalba and introduced the purpose of the call regarding her lapsed Associate membership with the National Payroll Institute. The call was brief and ended shortly after the introduction without further conversation or survey questions.","aitm_callsummarytitle":"Initial contact with Silvia about lapsed membership","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_25b967ecb4cc861d2015be30c4e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_25b967ecb4cc861d2015be30c4e","number_of_calls_reached":"1"}},"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, 260522 Lapsed DEL","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":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"354949","organization_id":"6150","language":"English","members_type":"CORP","paid_thru":"2027-04-30","company_paid_thru":"2027-04-30","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\/2027","latest_paid_thru":"2027-04-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"43672","email":"aylene28@gmail.com","first_name":"Aylene","last_name":"Balmediano","phone":"9054502230","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"AI Contacts sent to TM 2026, 250926 New AST, WRA251001, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"340683","full_name":"Aylene B. Balmediano","members_type":"AST","new_member_date_2":"2025-09-19","paid_thru":"2026-08-31","phone_2":"5192218057","province":"ON","language":"English","time_zone":"2","do_id":"AST2326","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2326","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","last_act_type":"2025-09-19","city_1":"Guelph","old_do_id":"AST2281","found":"DO4 Phone","date_of_renewal_identification":"2025-10-06","blocnote":"May 13 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T15:09:00-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","telemarketing_call_date":"2026-05-13","pcl_status":"F","pcl_completion_date":"2024-09-10","pf1_status":"F","pf1_completion_date":"2025-06-10","pf2_status":"P","pf2_completion_date":"2024-12-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-09-19","number_of_passed_courses":"2","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:35-05:00","npi_email_temp":"aylene28@gmail.com","pcl_completion_date_5":"2029-09-10","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"45049","email":"christie@bonfirebookkeeping.com","first_name":"Christie","last_name":"Craven","phone":"2506632621","orgname":"Bonfire Bookkeeping","customer_acct_name":"Bonfire Bookkeeping","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"260268","full_name":"Christie Craven, CPB","members_type":"CORP","paid_thru":"2023-12-31","phone_2":"4039917656","organization_id":"296678","trc":"False","wera":"False","province":"AB","last_act_type":"2023-12-12","language":"English","last_infoline_date_type":"2023-12-12","corp_cancel_date":"2024-03-02","do_id":"L25O3012","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3012","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"christie@bonfirebookkeeping.com","formatted_paid_thru":"31\/12\/2023","latest_paid_thru":"2023-12-31","company_paid_thru":"2023-12-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45386","email":"mallory.datta@kratosdefense.com","first_name":"Mallory","last_name":"Datta","phone":"9052442250","orgname":"Kratos Antenna Solutions Canada","customer_acct_name":"Kratos Antenna Solutions Canada","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"331328","full_name":"Mallory Datta","members_type":"CORP","paid_thru":"2024-10-31","organization_id":"331320","trc":"False","wera":"False","province":"ON","last_act_type":"2024-12-24","language":"English","corp_cancel_date":"2025-01-07","do_id":"L25O4068","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4068","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"mallory.datta@kratosdefense.com","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","company_paid_thru":"2024-10-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"42547","email":"dtwalker@live.ca","first_name":"Doreen","last_name":"LeBlanc-Walker","phone":"9023310166","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":"339068","full_name":"Doreen LeBlanc-Walker","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05624","new_member_date_2":"2024-06-20","city_1":"Pictou","province":"NS","language":"English","time_zone":"1","area_code":"902","phone_2":"9023310166","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":"L25C05624","last_act_type":"2024-08-28","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Dec 3 2025 v m","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T09:21:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"dtwalker@live.ca","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
{"contact":{"id":"43393","email":"vanessa_delmonaco@hotmail.com","first_name":"Vanessa","last_name":"Monaco","phone":"9055463200","orgname":"Hamilton Public Library","customer_acct_name":"Hamilton Public Library","tags":"250918 new lapsed","ip4":"0.0.0.0","fields":{"individual_id":"281697","full_name":"Vanessa Del Monaco","members_type":"CAND","canceldate":"2025-01-07","new_member_date_2":"2019-11-20","paid_thru":"2024-10-31","cert_status":"PENDING","phone_2":"9053819159","province":"ON","cpa_certification":"PCP","language":"English","extension_phone_1":"4112","time_zone":"2","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":"LB2507594","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C5955","last_act_type":"2023-12-10","pcl_status":"P","pcl_completion_date":"2020-03-01","pf1_status":"P","pf1_completion_date":"2020-06-21","pf2_status":"P","pf2_completion_date":"2020-10-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-12-15","number_of_passed_courses":"4","trc":"True","wera":"False","do_id":"LB2507594","npi_email_temp":"vanessa_delmonaco@hotmail.com","pcl_completion_date_5":"2025-03-01","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31"}},"seriesid":"163"}
{"contact":{"id":"43287","email":"kim@nandkinc.com","first_name":"Kim","last_name":"LeBlanc","phone":"7807202144","orgname":"N and K Inc.","customer_acct_name":"N and K Inc.","tags":"250905 new lapsed from memportal, NPI LN sent to TM","ip4":"10.13.137.123","fields":{"individual_id":"350504","full_name":"Kim LeBlanc","members_type":"CAND","canceldate":"2025-08-29","new_member_date_2":"2025-05-06","province":"AB","language":"English","phone_2":"7804609838","time_zone":"4","do_id":"L25C07596","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":"L25C07596","old_do_id":"LB2504276","last_act_type":"2025-08-29","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"02","blocnote":"LNC Dec 3 2025 Survey completed will to renew sent email.","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T11:22:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"02","sendapplicationform":"2025-12-03T11:19:00-05:00","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 was not in payroll job and will now be returning to a job that requires payroll.","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":"Yes","careerchangespecify":"I was not in payroll but now will be returning.","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","old_int_code":"10","last_engaged_date":"2026-05-23","npi_email_temp":"kim@nandkinc.com"}},"seriesid":"163"}
{"contact":{"id":"43837","email":"cuckseyangela@gmail.com","first_name":"Angela","last_name":"Cucksey","phone":"5197884346","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"10.13.136.212","fields":{"individual_id":"327916","full_name":"Angela Cucksey","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2023-08-14","paid_thru":"2025-07-31","phone_2":"5197884346","province":"ON","language":"English","do_id":"L25C7782","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25C7782","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-08-19","pcl_status":"P","pcl_completion_date":"2023-12-18","pf1_status":"P","pf1_completion_date":"2024-04-23","pf2_status":"F","pf2_completion_date":"2025-08-06","number_of_passed_courses":"2","intcode":"01","blocnote":"LNC Nov 12 2025 Survey completed She said the cost of the courses was the issue not membership. Send application to look over .","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T14:53:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","sendapplicationform":"2025-11-12T14:53:00-05:00","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":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Native","old_int_code":"10","last_engaged_date":"2025-11-12","trc":"True","wera":"False","npi_email_temp":"cuckseyangela@gmail.com","pcl_completion_date_5":"2028-12-18","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43546","email":"amyhcheng1@gmail.com","first_name":"Amy","last_name":"Cheng","phone":"7789976868","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"326798","full_name":"Amy Cheng","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2023-07-10","paid_thru":"2025-06-30","phone_2":"7789976868","province":"BC","language":"English","do_id":"L25C6091","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C6091","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-06-28","pcl_status":"P","pcl_completion_date":"2024-02-26","number_of_passed_courses":"1","intcode":"06","blocnote":"Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T16:22:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"amyhcheng1@gmail.com","pcl_completion_date_5":"2029-02-26","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"44953","email":"debbie.conrad@mdlsr.ca","first_name":"Debbie","last_name":"Conrad","phone":"7808494888","orgname":"Municipal District of Lesser Slave River No.124","customer_acct_name":"Municipal District of Lesser Slave River No.124","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"10.13.132.94","fields":{"individual_id":"216732","full_name":"Debbie Conrad","members_type":"CORP","paid_thru":"2024-08-31","organization_id":"10246","trc":"False","wera":"False","province":"AB","language":"English","corp_cancel_date":"2024-11-02","extension_phone_1":"226","do_id":"L25O2754","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2754","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"debbie.conrad@mdlsr.ca","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","company_paid_thru":"2024-08-31","sendapplicationform":"2026-05-28T15:45:00-04:00","initialvalue":"not sure of the reason. she just became a member because the company was a member","notrenewedother":"Not sure of the reason because the company is the decision maker(she thinks they might want to renew","age_range":"31-45","blocnote":"May 27 completed with email ( not sure yet if she will renew)","last_engaged_date":"2026-05-28","company_status":"I","mini_nps":"N\/A"}},"seriesid":"163"}
{"contact":{"id":"43602","email":"torry.sawatzky2@calgary.ca","first_name":"Torry","last_name":"Sawatzky","phone":"","orgname":"The City of Calgary","customer_acct_name":"The City of Calgary","tags":"WR250918, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Torry Sawatzky","coidnewmbrdate":"1981-01-03","city_1":"Calgary","province":"AB","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"354944","organization_id":"6150","language":"English","members_type":"CORP","paid_thru":"2027-04-30","company_paid_thru":"2027-04-30","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507530","temp_do_id_for_auto_old_do_id":"LB2507530","npi_email_temp":"torry.sawatzky2@calgary.ca","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"45633","email":"dawn.coad@vadimsoftware.com","first_name":"Dawn","last_name":"Coad","phone":"2507637912","orgname":"CentralSquare Canada Software Inc","customer_acct_name":"CentralSquare Canada Software Inc","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"142405","full_name":"Dawn Coad","members_type":"CORP","paid_thru":"2024-09-30","organization_id":"69597","trc":"False","wera":"False","province":"BC","language":"English","corp_cancel_date":"2024-12-04","do_id":"L25O2579","number_of_passed_courses":"0","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":"L25O2579","npi_email_temp":"dawn.coad@vadimsoftware.com","latest_paid_thru":"2024-09-30","formatted_paid_thru":"30\/09\/2024","company_paid_thru":"2024-09-30","blocnote":"may 27 both numbers not in service","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"43621","email":"ramneet.sidhu@calgary.ca","first_name":"Ramneet","last_name":"Sidhu","phone":"","orgname":"The City of Calgary","customer_acct_name":"The City of Calgary","tags":"WR250918, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Ramneet Sidhu","coidnewmbrdate":"1981-01-03","city_1":"Calgary","province":"AB","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"354963","organization_id":"6150","language":"English","members_type":"CORP","paid_thru":"2027-04-30","company_paid_thru":"2027-04-30","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2506899","temp_do_id_for_auto_old_do_id":"LB2506899","npi_email_temp":"ramneet.sidhu@calgary.ca","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"43415","email":"sepideh74@hotmail.com","first_name":"Sepideh","last_name":"Farokhian","phone":"5149989830","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"223874","full_name":"Sepideh Farokhian","members_type":"PRO","canceldate":"2024-12-04","new_member_date_2":"2018-10-22","paid_thru":"2024-09-30","cert_status":"WITHDRAWN","phone_2":"5149989830","province":"QC","cpa_certification":"PCP","language":"English","do_id":"L25P2371","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P2371","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LN Sept 30 2025 vm\n2026 May 25 reached voicemail, left message\n2026 May 25 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:07-04:00","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-04-03","pcl_status":"P","pcl_completion_date":"2014-05-05","pf1_status":"P","pf1_completion_date":"2014-09-29","pf2_status":"P","pf2_completion_date":"2014-09-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-01-20","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"sepideh74@hotmail.com","pcl_completion_date_5":"2019-05-05","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","thewithdrawaldate":"2024-12-04","aitm_status_called":"2026-05-25T12:22:12-04:00","number_of_call_attempts":"2","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":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ab008dcbe646206139313b4a9bb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ab008dcbe646206139313b4a9bb","number_of_total_call_attempts":"2"}},"seriesid":"163"}
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{"contact":{"id":"43394","email":"f.ingoldcharpentier@gmail.com","first_name":"Fr\u00e9d\u00e9rique","last_name":"Charpentier","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250918 new lapsed, AI Contacts sent to TM 2026","ip4":"10.13.144.5","fields":{"individual_id":"281788","full_name":"Fr\u00e9d\u00e9rique Ingold Charpentier","members_type":"AST","canceldate":"2024-05-02","new_member_date_2":"2026-04-15","paid_thru":"2027-03-31","phone_2":"5148024570","province":"QC","language":"French","time_zone":"2","lead_status":"Renewed AST","temp_do_id_for_auto_old_do_id":"AST03183","date_of_renewal_identification":"2026-04-16","pipeline_1_lapsed_members":"Renewed lapsed","last_infoline_date_type":"2021-11-29","last_act_type":"2026-04-15","do_id":"AST03183","pipeline_2_members_only_ast":"Ongoing member to be called","old_do_id":"L25C07982","pcl_status":"F","pcl_completion_date":"2020-02-02","number_of_passed_courses":"0","trc":"True","wera":"False","npi_email_temp":"f.ingoldcharpentier@gmail.com","ai_entered_date":"2026-04-16","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
{"contact":{"id":"44124","email":"tingtingzhu0707@gmail.com","first_name":"Tingting","last_name":"Zhu","phone":"6728665607","orgname":"HENBO International Group Ltd.","customer_acct_name":"HENBO International Group Ltd.","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340921","full_name":"Tingting Zhu","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-08-30","paid_thru":"2025-08-31","phone_2":"6728665607","pcl_status":"P","pcl_completion_date":"2024-11-19","pf1_status":"F","pf1_completion_date":"2025-03-18","province":"BC","last_act_type":"2024-08-30","language":"English","do_id":"L25C8256","number_of_passed_courses":"1","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8256","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","blocnote":"LNC \/ 09 December 2025 Completed but she doesn't have time to finish the courses so she won't renew","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T16:48:00-05:00","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":"No","npichallengesspecify":"","expectationsnotmet":"No","expectationsnotmetspecify":"","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"not in payroll","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"N\/A","age_range":"Prefers not to say","selfpayrollproficiency":"Prefers not to say","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"tingtingzhu0707@gmail.com","pcl_completion_date_5":"2029-11-19","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"44761","email":"cagray454@gmail.com","first_name":"Catharine","last_name":"Gray","phone":"","orgname":"Percel Inc.","customer_acct_name":"Percel Inc.","tags":"251210 New Ast, TMAI","ip4":"10.13.132.170","fields":{"individual_id":"285515","full_name":"Catharine Anne Gray","members_type":"AST","new_member_date_2":"2020-02-06","paid_thru":"2026-01-31","phone_2":"7059520214","cert_status":"PENDING","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":"2020-06-22","trc":"True","wera":"False","cpa_certification":"PCP","province":"ON","language":"English","do_id":"L25A03016","number_of_passed_courses":"4","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A03016","pipeline_2_members_only_ast":"","npi_email_temp":"cagray454@gmail.com","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","old_do_id":"AST2558","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:26:40-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Catharine but reached a voicemail belonging to Kathy Gray. No conversation with a human took place.","aitm_callsummarytitle":"Voicemail reached, no human contact","blocnote":"2026 May 08 reached voicemail for Kathy Gray\n2026 May 11 reached voicemail of Kathy Gray\n2026 May 13 call reached voicemail of Kathy Gray, not Catharine\n2026 May 15 call reached voicemail of Kathy Gray, no human contact","notrenewedwanttorenew":"No","intcode":"06","npi_voicemaildetection":"Yes","ivrdetector":"Yes","temp_intcode_for_auto_old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_248cfa9e1464d3e254d3f144abb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_248cfa9e1464d3e254d3f144abb","last_act_type":"2025-01-01"}},"seriesid":"163"}
{"contact":{"id":"43698","email":"reynaldo.tuano@gmail.com","first_name":"Reynaldo","last_name":"Tuano","phone":"2045886799","orgname":"Buhler Versatile Inc","customer_acct_name":"Buhler Versatile Inc","tags":"npiAlert1, npiAlert12, npiAlert20, 251002 New AST, 2512 Active AST approached, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"345047","full_name":"Reynaldo Tuano","members_type":"AST","new_member_date_2":"2024-11-29","paid_thru":"2025-11-30","phone_2":"2045886799","province":"MB","language":"English","time_zone":"3","do_id":"L25A02807","temp_do_id_for_auto_old_do_id":"L25A02807","lead_status":"Lapsed Member","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","last_act_type":"2024-11-29","sendaigeneral":"2025-10-27T10:14:00-04:00","blocnote":"Dec 11 2025 v,m ( spoke to him a could of weeks ago, just ask him iof he renewed his membership or not)\r\nDEc 16 2025 vm\n2026 Feb 27 call started, identity confirmed, first question asked, call ended early","sendoctoberemail":"2025-10-27T10:14:14-04:00","sendaidate":"2025-10-27T10:14:15-04:00","sendcandapplicationform":"2025-11-25T16:24:00-05:00","extension_phone_1":"","email2":"","dhmsfin_telemarketing_last_contacted_date":"2026-02-27T12:31:42-05:00","intcode":"15","full_name_2":" ","sendmayemail":"2025-10-27T10:15:00-04:00","value_designation":"No","mini_nps":"4","testimonial":"","testimonialagree":"No","testimonialrefusal":"","temp_intcode_for_auto_old_int_code":"15","number_of_passed_courses":"0","telemarketing_call_date":"2025-10-27","old_int_code":"06","sendpreexpirationemail":"2025-11-14T15:32:00-05:00","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":"2025-11-14T15:32:00-05:00","trc":"False","wera":"False","npi_email_temp":"reynaldo.tuano@gmail.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST2314","aitm_status_called":"2026-02-27T12:31:42-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Reynaldo and confirmed his identity before starting the call. The agent introduced the purpose of the call regarding Reynaldo's lapsed Associate membership and began asking the first survey question about the initial value that drove him 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":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"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","latest_paid_thru":"2024-07-31"}},"seriesid":"163"}
{"contact":{"id":"43426","email":"karenb1@telus.net","first_name":"Karen","last_name":"Bossmann","phone":"7806729986","orgname":"","customer_acct_name":"","tags":"250918 new lapsed","ip4":"0.0.0.0","fields":{"individual_id":"303045","full_name":"Karen Bossmann","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2021-07-15","paid_thru":"2025-06-30","phone_2":"7806729986","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","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2505793","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C5978","last_act_type":"2025-02-10","pcl_status":"P","pcl_completion_date":"2021-11-08","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2505793","npi_email_temp":"karenb1@telus.net","pcl_completion_date_5":"2026-11-08","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"44974","email":"lynda1009@smtp.gc.ca","first_name":"Lynda","last_name":"Lachapelle","phone":"6132310651","orgname":"S\u00e9curit\u00e9 Publique Canada","customer_acct_name":"S\u00e9curit\u00e9 Publique Canada","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"313927","full_name":"Lynda Lachapelle","members_type":"CORP","paid_thru":"2023-04-30","organization_id":"312549","trc":"False","wera":"False","province":"ON","last_act_type":"2022-05-07","language":"English","corp_cancel_date":"2023-07-11","do_id":"L25O4267","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4267","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"lynda1009@smtp.gc.ca","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30","company_paid_thru":"2023-04-30","company_status":"I"}},"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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43449","email":"lomyvelez@yahoo.com","first_name":"Lomy","last_name":"Velez","phone":"6138694885","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250918 new lapsed","ip4":"10.13.135.22","fields":{"individual_id":"313469","full_name":"Lomy Velez","members_type":"CAND","canceldate":"2024-10-02","new_member_date_2":"2026-02-23","paid_thru":"2027-01-31","phone_2":"6138694885","province":"NS","language":"English","time_zone":"1","lead_status":"Renewed Lapsed","temp_do_id_for_auto_old_do_id":"L25C5998","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-02-24","pipeline_1_lapsed_members":"Renewed lapsed","last_act_type":"2026-02-23","pcl_status":"P","pcl_completion_date":"2022-10-19","pf1_status":"P","pf1_completion_date":"2026-05-27","number_of_passed_courses":"2","sendapplicationform":"2025-11-19T09:33:00-05:00","blocnote":"LNC \/ 19 November 2025 Completed and sent the application for renewal\r\nLNC \/ 16 December 2025 VM\r\nLNC \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T10:39:00-05:00","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":"she didn't pass the exam for the 2nd course - she will renew and repeat 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":"No","expectationsnotmetspecify":"","membershipcost":"Yes","membershipcostspecify":"expensive","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","intcode":"99","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","old_int_code":"10","npi_email_temp":"lomyvelez@yahoo.com","pcl_completion_date_5":"2027-10-19","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"45115","email":"yunjoo-419@hotmail.com","first_name":"Younju","last_name":"Hyun","phone":"5196525047","orgname":"Vanderwesten & Rutherford Associates Inc.","customer_acct_name":"Vanderwesten & Rutherford Associates Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"289492","full_name":"Younju Hyun","members_type":"CORP","paid_thru":"2023-06-30","phone_2":"5197022023","organization_id":"290253","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2022-03-13","pf1_status":"P","pf1_completion_date":"2022-07-11","pf2_status":"P","pf2_completion_date":"2022-10-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-05-06","trc":"True","wera":"True","cpa_certification":"PCP","province":"ON","last_act_type":"2023-08-21","language":"English","corp_cancel_date":"2023-09-02","extension_phone_1":"238","do_id":"L25O3271","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":"L25O3271","npi_email_temp":"yunjoo-419@hotmail.com","pcl_completion_date_5":"2027-03-13","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30","company_paid_thru":"2023-06-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43854","email":"alexa.orter@gmail.com","first_name":"Alexandra","last_name":"Restrepo","phone":"5146251382","orgname":"NMP Golf Construction","customer_acct_name":"NMP Golf Construction","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"327354","full_name":"Alexandra Ortega Restrepo","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2023-08-02","paid_thru":"2025-07-31","phone_2":"5146251382","province":"QC","language":"French","do_id":"L25C7797","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25C7797","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_infoline_date_type":"2024-01-24","last_act_type":"2024-06-25","pcl_status":"P","pcl_completion_date":"2024-01-24","pf1_status":"P","pf1_completion_date":"2024-05-01","pf2_status":"P","pf2_completion_date":"2024-08-12","number_of_passed_courses":"3","intcode":"06","blocnote":"lnc. 11 nov 2025 bv\r\n12 nov 2025 bv\r\n20 nov 2025 bv\r\n24 nov 2025 bv\r\n4 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T10:37:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"alexa.orter@gmail.com","pcl_completion_date_5":"2029-01-24","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"46503","email":"no-email316@ler.com","first_name":"Payroll","last_name":"Department","phone":"6046941730","orgname":"SilverCrest Metals Inc.","customer_acct_name":"SilverCrest Metals Inc.","tags":"LER_dummy, 251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"170435","full_name":"Payroll Department","members_type":"CORP","paid_thru":"2024-08-31","organization_id":"316936","trc":"False","wera":"False","province":"BC","language":"English","corp_cancel_date":"2024-11-02","do_id":"L25O2675","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","temp_do_id_for_auto_old_do_id":"L25O2675","npi_email_temp":"no-email316@ler.com","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","company_paid_thru":"2024-08-31","company_status":"I"}},"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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"45501","email":"tracy.macpherson@bbd.ca","first_name":"Tracy","last_name":"MacPherson","phone":"9052387518","orgname":"Benefits By Design Inc.","customer_acct_name":"Benefits By Design Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"234737","full_name":"Tracy MacPherson","members_type":"CORP","paid_thru":"2023-05-31","organization_id":"215951","trc":"False","wera":"False","province":"ON","last_act_type":"2023-07-27","language":"English","corp_cancel_date":"2023-08-02","do_id":"L25O2829","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2829","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"tracy.macpherson@bbd.ca","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","company_paid_thru":"2023-05-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43332","email":"genevieve.auger@live.ca","first_name":"Genevi\u00e8ve","last_name":"Auger","phone":"","orgname":"","customer_acct_name":"","tags":"250918 new lapsed","ip4":"0.0.0.0","fields":{"individual_id":"316355","full_name":"Genevi\u00e8ve Auger","members_type":"CAND","canceldate":"2023-11-02","new_member_date_2":"2022-09-06","paid_thru":"2023-08-31","phone_2":"5147769094","province":"QC","language":"French","time_zone":"2","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":"LB2505231","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C6142","last_act_type":"2022-04-09","pcl_status":"P","pcl_completion_date":"2023-02-23","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2505231","npi_email_temp":"genevieve.auger@live.ca","pcl_completion_date_5":"2028-02-23","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31"}},"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":"2026-03-03","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","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"43668","email":"asi_heydari@yahoo.com","first_name":"Asiyeh","last_name":"Geshnigani","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"AI Contacts sent to TM 2026, 250926 New AST, WRA251001, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"344850","full_name":"Asiyeh Heydari Geshnigani","members_type":"AST","new_member_date_2":"2025-09-19","paid_thru":"2026-08-31","cert_status":"PENDING","phone_2":"6474676608","province":"ON","cpa_certification":"PCP","language":"English","time_zone":"2","do_id":"AST2335","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2335","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","last_act_type":"2025-09-19","city_1":"Richmond Hill","old_do_id":"AST2277","found":"DO4 Phone","date_of_renewal_identification":"2025-10-06","blocnote":"May 13 2026 Survey completed - resource email . Will not be taking courses said she is too busy","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T15:06:00-04:00","intcode":"31","temp_intcode_for_auto_old_int_code":"31","telemarketing_call_date":"2026-05-13","pcl_status":"P","pcl_completion_date":"2025-01-14","pf1_status":"P","pf1_completion_date":"2025-02-18","pf2_status":"P","pf2_completion_date":"2025-05-13","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":"2026-05-13T15:06:24-04:00","npi_email_temp":"asi_heydari@yahoo.com","pcl_completion_date_5":"2030-01-14","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No","old_int_code":"06","sendaigeneral":"2026-05-13T15:06:00-04:00","sendaiemail":"2026-05-13T15:06:23-04:00"}},"seriesid":"163"}
{"contact":{"id":"42460","email":"youxm2007@gmail.com","first_name":"Xiaomei","last_name":"You","phone":"5198220577","orgname":"AWC Manufacturing LP","customer_acct_name":"AWC Manufacturing LP","tags":"npiAlert13, AI Contacts sent to TM 2026, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"277619","full_name":"Xiaomei You","members_type":"PRO","lead_status":"Not Relevant","new_member_date_2":"2019-07-02","city_1":"Guelph","province":"ON","language":"English","time_zone":"2","extension_phone_1":"1642","area_code":"519","phone_2":"5199542858","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"","paid_thru":"2026-12-31","temp_do_id_for_auto_old_do_id":"AST02685","cert_status":"ACTIVE","cpa_certification":"PCP","intcode":"06","blocnote":"May 13 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T09:51:00-04:00","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2026-08-01","last_act_type":"2026-04-21","pcl_status":"P","pcl_completion_date":"2019-11-05","pf1_status":"P","pf1_completion_date":"2020-01-20","pf2_status":"P","pf2_completion_date":"2020-05-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-10-01","number_of_passed_courses":"4","trc":"True","wera":"True","date_of_renewal_identification":"2026-01-13","old_do_id":"AST02685","telemarketing_call_date":"2026-05-13","old_int_code":"99","npi_email_temp":"youxm2007@gmail.com","pcl_completion_date_5":"2024-11-05","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","pcp_we":"APPROVED"}},"seriesid":"163"}
{"contact":{"id":"44996","email":"no-email663@ler.com","first_name":"Payroll","last_name":"Department","phone":"9055686513","orgname":"Bridgestone Canada Inc.","customer_acct_name":"Bridgestone Canada Inc.","tags":"LER_dummy, 251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"350519","full_name":"Payroll Department","members_type":"CORP","paid_thru":"2025-09-30","organization_id":"12614","trc":"False","wera":"False","province":"ON","last_act_type":"2025-11-14","language":"English","corp_cancel_date":"2025-12-02","do_id":"L25O4517","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","temp_do_id_for_auto_old_do_id":"L25O4517","npi_email_temp":"no-email663@ler.com","formatted_paid_thru":"30\/09\/2025","company_paid_thru":"2025-09-30","latest_paid_thru":"2025-09-30","ler_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43359","email":"michellechen@live.ca","first_name":"Lihua","last_name":"Chen","phone":"9057387070","orgname":"Lafarge Holcim Ltd.","customer_acct_name":"Lafarge Holcim Ltd.","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"208952","full_name":"Lihua Chen","members_type":"PRO","canceldate":"2024-01-05","new_member_date_2":"2022-11-24","paid_thru":"2023-10-31","cert_status":"WITHDRAWN","phone_2":"2895000822","province":"ON","cpa_certification":"PCP","language":"English","pds_august":"1","do_id":"L25P2343","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P2343","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"16","blocnote":"LN Sept 30 2025 1st number advised to call 18773710008 vm\r\n2nd number vm\n2026 May 19 contact answered as Barb at Sunrise Canada, no Lihua available","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T14:57:00-04:00","temp_intcode_for_auto_old_int_code":"16","pds_september":"1","last_infoline_date_type":"2018-12-31","last_act_type":"2024-08-01","pcl_status":"P","pcl_completion_date":"2013-02-04","pf1_status":"P","pf1_completion_date":"2013-03-04","pf2_status":"P","pf2_completion_date":"2013-04-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-04-29","number_of_passed_courses":"4","pds_october":"1","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"1","npi_email_temp":"michellechen@live.ca","pcl_completion_date_5":"2018-02-04","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","thewithdrawaldate":"2024-01-05","aitm_status_called":"2026-05-19T14:57:00-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called and was connected to Barb at Sunrise Canada, who informed that Lihua is not available at that location. The call ended after this clarification without further action.","aitm_callsummarytitle":"Contact Not Available at Location","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_eef69900f9c8b66a58b45e857e8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_eef69900f9c8b66a58b45e857e8","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"44006","email":"agui@vitalus.com","first_name":"Ally","last_name":"Gui","phone":"7783141065","orgname":"Vitalus Nutrition Inc.","customer_acct_name":"Vitalus Nutrition Inc.","tags":"WR251001, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Ally Gui","members_type":"CORP","coidnewmbrdate":"2022-09-26","city_1":"Abbotsford","province":"BC","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"355509","organization_id":"317240","language":"English","company_paid_thru":"2026-08-31","number_of_passed_courses":"0","paid_thru":"2026-08-31","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504191","temp_do_id_for_auto_old_do_id":"LB2504191","npi_email_temp":"agui@vitalus.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"43461","email":"seb_caron23@hotmail.com","first_name":"S\u00e9bastien","last_name":"Caron","phone":"5147747821","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"309132","full_name":"S\u00e9bastien Caron","members_type":"CAND","canceldate":"2024-12-04","new_member_date_2":"2023-10-18","paid_thru":"2024-09-30","phone_2":"5147747821","province":"QC","language":"French","do_id":"L25C6010","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C6010","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2023-10-18","pcl_status":"P","pcl_completion_date":"2022-07-17","pf1_status":"P","pf1_completion_date":"2024-01-26","number_of_passed_courses":"2","intcode":"06","blocnote":"lnc. 11 nov 2025 bv\r\n12 nov 2025 parler avec monsieur mais pas capable daller a la page suivante voir avec Fady\r\n4 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T10:36:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"seb_caron23@hotmail.com","pcl_completion_date_5":"2027-07-17","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"44839","email":"karen.kraemer@sam.biz","first_name":"Karen","last_name":"Kraemer","phone":"5124470575","orgname":"SAM-Canada Inc.","customer_acct_name":"SAM-Canada Inc.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"315406","full_name":"Karen Kraemer","members_type":"CORP","paid_thru":"2025-07-31","organization_id":"315407","trc":"False","wera":"False","province":"TX","language":"English","corp_cancel_date":"2025-10-01","do_id":"L25O3744","number_of_passed_courses":"0","time_zone":"3","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":"L25O3744","npi_email_temp":"karen.kraemer@sam.biz","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","company_paid_thru":"2025-07-31","blocnote":"May 28 vm","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"43993","email":"curious-johnson@hotmail.com","first_name":"Jana","last_name":"Johnson","phone":"6045956132","orgname":"School District No. 36 (Surrey)","customer_acct_name":"School District No. 36 (Surrey)","tags":"npiAlert11, npiAlert12, WR251001, 260522 Lapsed DEL","ip4":"10.13.135.94","fields":{"full_name":"Jana Johnson","members_type":"CORP","coidnewmbrdate":"1992-08-01","city_1":"Surrey","province":"BC","phone_2":"6048167646","found":"DO4 Phone","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"292533","cert_status":"PENDING","organization_id":"8491","cpa_certification":"PCP","last_act_type":"2025-09-22","language":"English","company_paid_thru":"2026-08-31","pcl_status":"P","pcl_completion_date":"2021-04-26","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2021-06-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-09-24","number_of_passed_courses":"4","temp_do_id_for_auto_old_do_id":"LB2504834","pipeline_2_members_only_ast":"","time_zone":"5","area_code":"604","paid_thru":"2026-08-31","sendapplicationform":"2025-11-12T13:02:00-05:00","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T13:06:00-05:00","blocnote":"LN Nov 12 2025 Survey completed She said forgot send email.","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","intcode":"99","temp_intcode_for_auto_old_int_code":"99","old_int_code":"02","trc":"True","wera":"True","do_id":"LB2504834","old_do_id":"L25O02452","npi_email_temp":"curious-johnson@hotmail.com","last_engaged_date":"2026-03-12","pcl_completion_date_5":"2026-04-26","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"43999","email":"aleung2@gmail.com","first_name":"Andrew","last_name":"Leung","phone":"4162077995","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, WR251001, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Andrew Leung","members_type":"CORP","coidnewmbrdate":"1991-10-01","city_1":"Toronto","province":"ON","phone_2":"4164020252","found":"DO4 Phone","lead_status":"Partner","date_of_renewal_identification":"2025-10-03","pipeline_1_lapsed_members":"","individual_id":"355221","organization_id":"8176","language":"English","company_paid_thru":"2026-12-31","pipeline_2_members_only_ast":"","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"","temp_do_id_for_auto_old_do_id":"LB2504209","npi_email_temp":"aleung2@gmail.com","latest_paid_thru":"2026-12-31","formatted_paid_thru":"31\/12\/2026","paid_thru":"2026-12-31","old_do_id":"LB2504209","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"43636","email":"karenkendall74@yahoo.com","first_name":"Karen","last_name":"Kendall","phone":"2503921000","orgname":"Axis Family Resources Ltd.","customer_acct_name":"Axis Family Resources Ltd.","tags":"npiAlert18, AI Contacts sent to TM 2026, 250926 New AST, WRA251001, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"283645","full_name":"Karen Kendall","members_type":"AST","new_member_date_2":"2025-09-23","paid_thru":"2026-08-31","phone_2":"5872970422","province":"BC","language":"English","time_zone":"5","do_id":"AST2316","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2316","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","last_infoline_date_type":"2025-12-19","last_act_type":"2026-06-02","city_1":"WILLIAMS LAKE","old_do_id":"AST2242","found":"DO4 Phone","date_of_renewal_identification":"2025-10-06","blocnote":"May 13 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:18:00-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","telemarketing_call_date":"2026-05-13","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2020-07-19","pf2_status":"P","pf2_completion_date":"2020-12-14","number_of_passed_courses":"4","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:57-05:00","npi_email_temp":"karenkendall74@yahoo.com","cert_status":"PENDING","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-03-27","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","old_int_code":"05","cpa_certification":"PCP"}},"seriesid":"163"}
{"contact":{"id":"45124","email":"mbts@sympatico.ca","first_name":"Janice","last_name":"Hnatuik","phone":"7057594844","orgname":"Marian's Bookkeeping & Tax Service","customer_acct_name":"Marian's Bookkeeping & Tax Service","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"121283","full_name":"Janice Hnatuik","members_type":"CORP","paid_thru":"2023-01-31","organization_id":"297763","trc":"False","wera":"False","province":"ON","language":"English","corp_cancel_date":"2023-10-09","do_id":"L25O2522","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O2522","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"mbts@sympatico.ca","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31","company_paid_thru":"2023-01-31","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"43903","email":"judiana_056@hotmail.com","first_name":"Judiana","last_name":"Chavannes","phone":"5142069715","orgname":"Comptabilit\u00e9 la Providence","customer_acct_name":"Comptabilit\u00e9 la Providence","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341529","full_name":"Judiana Chavannes","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-30","paid_thru":"2025-07-31","province":"QC","language":"French","do_id":"L25C7848","lead_status":"Lapsed Member","time_zone":"2","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C7848","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-08-29","pcl_status":"F","pcl_completion_date":"2024-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"judiana_056@hotmail.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
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{"contact":{"id":"43356","email":"wendychan00@hotmail.com","first_name":"Kam","last_name":"Chan","phone":"7804356452","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"99364","full_name":"Kam Chan","members_type":"AST","canceldate":"2024-11-02","new_member_date_2":"2020-08-31","paid_thru":"2024-08-31","cert_status":"PENDING","phone_2":"7804356452","province":"AB","cpa_certification":"PCP","language":"English","do_id":"L25A2071","time_zone":"4","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25A2071","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"03","blocnote":"LN \/ 30 September 2025 VM\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact available\n2026 May 13 call reached voicemail, no contact available\n2026 May 13 call reached voicemail, no contact available\n2026 May 15 call reached voicemail, no contact available\n2026 May 15 call reached voicemail, contact not available.","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:46-04:00","temp_intcode_for_auto_old_int_code":"03","last_act_type":"2024-08-27","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":"2021-01-19","number_of_passed_courses":"4","trc":"True","wera":"False","npi_email_temp":"wendychan00@hotmail.com","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-15T17:31:43-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made to Kam, but the contact was not available and the call went to voicemail after a brief exchange.","aitm_callsummarytitle":"Call reached voicemail, contact unavailable","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_23d3e8ea198d4bf5440c110010b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_23d3e8ea198d4bf5440c110010b","mini_nps":"3","onesentencenotrenewed":"Contact was not available and did not engage in conversation.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"06","astotherreasonsnottorenew":"Contact was not available to discuss renewal.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"43783","email":"reid.najarro@gmail.com","first_name":"Reid","last_name":"Najarro","phone":"2504803833","orgname":"Victoria Marriott","customer_acct_name":"Victoria Marriott","tags":"251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"296821","full_name":"Reid Najarro","members_type":"CAND","new_member_date_2":"2021-01-22","paid_thru":"2026-12-31","cert_status":"PENDING","phone_2":"3069305201","province":"BC","cpa_certification":"PCP","language":"English","lead_status":"Refused","time_zone":"5","intcode":"21","temp_do_id_for_auto_old_do_id":"LB2506937","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C7731","last_infoline_date_type":"2024-11-07","last_act_type":"2026-01-23","pcl_status":"P","pcl_completion_date":"2021-05-03","pf1_status":"P","pf1_completion_date":"2021-12-23","pf2_status":"P","pf2_completion_date":"2024-01-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-02-21","number_of_passed_courses":"4","trc":"True","wera":"False","do_id":"LB2506937","npi_email_temp":"reid.najarro@gmail.com","pcl_completion_date_5":"2026-05-03","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"45003","email":"no-email664@ler.com","first_name":"Pam","last_name":"Levenstein","phone":"6046411875","orgname":"HSBC Bank Canada","customer_acct_name":"HSBC Bank Canada","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"48519","full_name":"Pam Levenstein","members_type":"CORP","paid_thru":"2023-09-30","organization_id":"6608","trc":"False","wera":"False","province":"BC","language":"English","corp_cancel_date":"2023-12-02","do_id":"L25O4518","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":"L25O4518","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email664@ler.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43878","email":"emilie.taillon@outlook.com","first_name":"Emilie","last_name":"Taillon","phone":"2502582291","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341335","full_name":"Emilie Taillon","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-26","paid_thru":"2025-07-31","cert_status":"PENDING","phone_2":"2502582291","province":"BC","cpa_certification":"PCP","language":"English","do_id":"L25C7823","lead_status":"Lapsed Member","time_zone":"5","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C7823","last_act_type":"2025-04-07","pcl_status":"P","pcl_completion_date":"2024-12-02","pf1_status":"P","pf1_completion_date":"2025-04-21","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","blocnote":"LNC \/ 11 November 2025 Completed but she doesn't want to renew","dhmsfin_telemarketing_last_contacted_date":"2025-11-11T17:19:00-05:00","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":"she doesn't want to renew for 4 years - doing your experience","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"1","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","trc":"True","wera":"True","npi_email_temp":"emilie.taillon@outlook.com","pcl_completion_date_5":"2029-12-02","pcp_we":"APPROVED","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43936","email":"rkjramos@yahoo.ca","first_name":"Raeanne","last_name":"Almazan","phone":"7808188768","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"339514","full_name":"Raeanne Kate Almazan","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-13","paid_thru":"2025-07-31","phone_2":"7808188768","province":"AB","language":"English","do_id":"L25C7881","lead_status":"Lapsed Member","time_zone":"4","temp_do_id_for_auto_old_do_id":"L25C7881","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-03-12","pcl_status":"F","pcl_completion_date":"2025-01-07","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T11:26:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"rkjramos@yahoo.ca","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"44869","email":"tom.daniels@nsnu.ca","first_name":"Tom","last_name":"Daniels","phone":"9022252531","orgname":"Nova Scotia Nurses' Union","customer_acct_name":"Nova Scotia Nurses' Union","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"313867","full_name":"Tom Daniels","members_type":"CORP","paid_thru":"2024-06-30","organization_id":"39537","trc":"False","wera":"False","province":"NS","last_act_type":"2022-07-28","language":"English","last_infoline_date_type":"2022-07-28","corp_cancel_date":"2024-09-04","do_id":"L25O4249","number_of_passed_courses":"0","time_zone":"1","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":"L25O4249","npi_email_temp":"tom.daniels@nsnu.ca","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","company_paid_thru":"2024-06-30","blocnote":"May 27 vm","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43490","email":"paularobere@gmail.com","first_name":"Paula","last_name":"Robere","phone":"5194556060","orgname":"Sofina Foods","customer_acct_name":"Sofina Foods","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"317250","full_name":"Paula Robere","members_type":"PRO","canceldate":"2025-09-03","new_member_date_2":"2023-07-14","paid_thru":"2025-06-30","cert_status":"WITHDRAWN","phone_2":"5196399148","province":"ON","cpa_certification":"PCP","language":"English","do_id":"L25P2380","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P2380","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LN Sept 30 2025 vm\n2026 May 25 call reached voicemail at Stuffina Foods, unable to connect with Paula.\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:10-04:00","temp_intcode_for_auto_old_int_code":"06","last_act_type":"2025-02-12","pcl_status":"P","pcl_completion_date":"2022-11-27","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2023-02-06","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","npi_email_temp":"paularobere@gmail.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","thewithdrawaldate":"2025-09-03","aitm_status_called":"2026-05-25T12:37:05-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not reached and no renewal discussion took place.","initialvalue":"Other","prootherreasonsnottorenew":"Contact was not reached to discuss renewal.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4bed67eccf5bd36b8ea879bac59","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4bed67eccf5bd36b8ea879bac59","number_of_total_call_attempts":"2"}},"seriesid":"163"}
{"contact":{"id":"45421","email":"solange.dube@cdam.ca","first_name":"Solange","last_name":"Dube","phone":"8199718813","orgname":"Conseil des Atikamekw de Manawan","customer_acct_name":"Conseil des Atikamekw de Manawan","tags":"251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"318715","full_name":"Solange Dube","members_type":"CORP","paid_thru":"2024-11-30","trc":"False","wera":"False","last_act_type":"2026-02-02","language":"English","do_id":"L25O3556","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3556","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"solange.dube@cdam.ca","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","ln_entered_date":"2026-05-27","company_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"43988","email":"peter.guerretta@cdicollege.ca","first_name":"Peter","last_name":"Guerretta","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, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Peter Guerretta","members_type":"CORP","coidnewmbrdate":"2013-07-12","city_1":"North York","province":"ON","found":"DO4 Company","lead_status":"Not Relevant","date_of_renewal_identification":"","pipeline_1_lapsed_members":"","individual_id":"108826","paid_thru":"2026-06-30","organization_id":"216900","language":"English","company_paid_thru":"2026-06-30","temp_do_id_for_auto_old_do_id":"L25O02394","pipeline_2_members_only_ast":"","number_of_passed_courses":"0","time_zone":"2","intcode":"06","blocnote":"LN Nov 12 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T10:50:00-05:00","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"peter.guerretta@cdicollege.ca","formatted_paid_thru":"30\/06\/2026","old_do_id":"L25O02394","latest_paid_thru":"2026-06-30","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"43397","email":"sarahgibson@live.ca","first_name":"Sarah","last_name":"Gibson","phone":"","orgname":"","customer_acct_name":"","tags":"250918 new lapsed","ip4":"0.0.0.0","fields":{"individual_id":"284197","full_name":"Sarah Gibson","members_type":"CAND","canceldate":"2023-07-11","new_member_date_2":"2020-01-02","paid_thru":"2023-04-30","phone_2":"5192742755","province":"ON","language":"English","time_zone":"2","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":"LB2507095","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C5959","last_act_type":"2022-04-28","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"F","pf1_completion_date":"2023-02-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-06-23","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2507095","npi_email_temp":"sarahgibson@live.ca","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"30\/04\/2023","latest_paid_thru":"2023-04-30"}},"seriesid":"163"}
{"contact":{"id":"43742","email":"andrea.ruiz.baron@hotmail.com","first_name":"Andrea","last_name":"Baron","phone":"4032812667","orgname":"","customer_acct_name":"","tags":"npiAlert13, 251002 New Lapsed, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"228159","full_name":"Andrea Ruiz Baron","members_type":"PRO","canceldate":"2025-10-01","new_member_date_2":"2014-08-31","paid_thru":"2025-07-31","cert_status":"WITHDRAWN","phone_2":"4032812667","province":"AB","cpa_certification":"PCP","language":"English","pds_september":"3","do_id":"L25P2530","lead_status":"Lapsed Member","time_zone":"4","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P2530","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_infoline_date_type":"2021-06-01","last_conf_date_type":"2016-06-15","last_act_type":"2025-12-30","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:01-04:00","temp_intcode_for_auto_old_int_code":"06","blocnote":"LN Oct 21 2025 vm\n2026 May 12 call reached Andrea's mom, no callback date\/time provided\n2026 May 14 - Reached voicemail; contact asked agent to leave a message and will call back.\n2026 May 14 - Reached voicemail; gatekeeper Aura asked to leave a message\n2026 May 19 reached voicemail, message left for callback\n2026 May 19 call reached voicemail, message left for Andrea\n2026 May 21 call reached voicemail, no message left\n2026 May 21 call reached voicemail, no direct contact made","old_int_code":"03","pcl_status":"P","pcl_completion_date":"2014-12-22","pf1_status":"P","pf1_completion_date":"2015-05-25","pf2_status":"P","pf2_completion_date":"2015-12-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-05-04","number_of_passed_courses":"4","pds_october":"3","trc":"False","wera":"False","pcp_we":"APPROVED","pds_november":"3","npi_email_temp":"andrea.ruiz.baron@hotmail.com","pcl_completion_date_5":"2019-12-22","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","thewithdrawaldate":"2025-10-01","aitm_status_called":"2026-05-21T11:52:04-04:00","number_of_call_attempts":"1","npi_transcriptsummary":"The call was answered by Aura, not the intended contact Andrea, and the agent was directed to leave a message, resulting in no direct conversation with the intended contact.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0ef32daab99477cb3cef2d83a31","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0ef32daab99477cb3cef2d83a31","number_of_calls_reached":"1","mini_nps":"3","onesentencenotrenewed":"Contact did not engage and requested a callback via voicemail.","initialvalue":"Other","othermemberbenefit":"Not provided","prootherreasonsnottorenew":"No interaction to determine reason","age_range":"Preferred not to say","concernquestion":"No concerns or questions raised; voicemail only requested a callback."}},"seriesid":"163"}
{"contact":{"id":"42670","email":"rachel.vallee-troie@axxessintl.com","first_name":"Rachel","last_name":"Troie","phone":"5148499377","orgname":"Axxess International Inc.","customer_acct_name":"Axxess International Inc.","tags":"npiAlert13, 250919 NPI LN sent to TM, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"339099","full_name":"Rachel Vallee Troie","members_type":"CORP","lead_status":"Renewed Lapsed","do_id":"L25O01311","organization_id":"339100","coidnewmbrdate":"2024-06-21","city_1":"Montr\u00e9al","province":"QC","language":"French","time_zone":"2","area_code":"514","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Renewed lapsed","paid_thru":"2027-01-31","temp_do_id_for_auto_old_do_id":"L25O01311","last_infoline_date_type":"2026-03-24","last_act_type":"2026-03-24","number_of_passed_courses":"0","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-11-06T13:55:00-05:00","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","npi_email_temp":"rachel.vallee-troie@axxessintl.com","date_of_renewal_identification":"2026-05-28","old_int_code":"07","formatted_paid_thru":"31\/01\/2027","company_paid_thru":"2027-01-31","latest_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"45579","email":"jzeller@lethcounty.ca","first_name":"Jared","last_name":"Zeller","phone":"4033285525","orgname":"Lethbridge County","customer_acct_name":"Lethbridge County","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"339621","full_name":"Jared Zeller","members_type":"CORP","paid_thru":"2025-06-30","organization_id":"10260","trc":"False","wera":"False","province":"AB","last_act_type":"2024-08-07","language":"English","corp_cancel_date":"2025-09-03","do_id":"L25O4095","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4095","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"jzeller@lethcounty.ca","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","company_paid_thru":"2025-06-30","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"43977","email":"rajbirsidhu47@gmail.com","first_name":"Rajbir","last_name":"Sidhu","phone":"7806804244","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340901","full_name":"Rajbir Kaur Sidhu","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-14","paid_thru":"2025-07-31","phone_2":"7806804244","province":"AB","language":"English","do_id":"L25C7922","lead_status":"Lapsed Member","time_zone":"4","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C7922","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-08-13","pcl_status":"F","pcl_completion_date":"2024-12-02","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Dec 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T11:27:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"rajbirsidhu47@gmail.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
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{"contact":{"id":"45162","email":"pdenesi@gmail.com","first_name":"Peter","last_name":"Denesi","phone":"6475005102","orgname":"Strype Management Inc.","customer_acct_name":"Strype Management Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"101894","full_name":"Peter Denesi","members_type":"CORP","paid_thru":"2023-10-31","phone_2":"3653243410","organization_id":"101893","trc":"False","wera":"False","province":"ON","last_act_type":"2017-09-22","language":"English","last_conf_date_type":"2016-06-15","corp_cancel_date":"2024-01-05","do_id":"L25O2526","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2526","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"pdenesi@gmail.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43745","email":"yoo30941@hotmail.com","first_name":"Yu","last_name":"Chung","phone":"7788353109","orgname":"","customer_acct_name":"","tags":"npiAlert13, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"339330","full_name":"Yu Hyeon Chung","members_type":"CAND","new_member_date_2":"2024-07-26","paid_thru":"2027-03-31","phone_2":"7788353109","province":"BC","language":"English","lead_status":"Renewed Lapsed","time_zone":"5","temp_do_id_for_auto_old_do_id":"L25C7949","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-04-29","pipeline_1_lapsed_members":"Renewed lapsed","last_infoline_date_type":"2025-01-03","last_act_type":"2026-04-28","pcl_status":"P","pcl_completion_date":"2024-11-01","pf1_status":"P","pf1_completion_date":"2025-03-25","number_of_passed_courses":"2","intcode":"99","blocnote":"LNC \/ 11 November 2025 VM\r\nLNC \/ 08 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-08T18:01:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","npi_email_temp":"yoo30941@hotmail.com","pcl_completion_date_5":"2029-11-01","formatted_paid_thru":"31\/03\/2027","old_int_code":"06","latest_paid_thru":"2027-03-31","pf2_status":"E"}},"seriesid":"163"}
{"contact":{"id":"43927","email":"sandra.aristizabal.lopez@gmail.com","first_name":"Sandra","last_name":"Lopez","phone":"","orgname":"Audit & Synderesis","customer_acct_name":"Audit & Synderesis","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341142","full_name":"Sandra Paola Aristizabal Lopez","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-21","paid_thru":"2025-07-31","phone_2":"5813728675","province":"QC","language":"French","do_id":"L25C7872","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25C7872","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-08-20","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"sandra.aristizabal.lopez@gmail.com","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"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, TMAI","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":"2025-12-30","intcode":"16","blocnote":"LN Oct 20 2025 1st number She is no longer there.\r\n2nd number vm\n2026 May 25 contact informed that Taryn no longer works here and no new contact info was available.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:07-04:00","temp_intcode_for_auto_old_int_code":"16","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","latest_paid_thru":"2025-07-31","thewithdrawaldate":"2025-10-01","aitm_status_called":"2026-05-25T13:07:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Taryn but was informed by Karen that Taryn no longer works at the number called and no new contact information was available. The call ended shortly after.","aitm_callsummarytitle":"Contact No Longer at Number","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact is no longer at this number and no new contact information was provided.","initialvalue":"Other","prootherreasonsnottorenew":"Contact no longer works at this number and no forwarding information was available.","old_int_code":"08","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b149d6c1a2ed5fbfa4e2794fb46","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b149d6c1a2ed5fbfa4e2794fb46","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"44985","email":"sfillion@dmgconseils.com","first_name":"Sylvie","last_name":"Fillion","phone":"4182292917","orgname":"Conseil des Innus de la Romaine","customer_acct_name":"Conseil des Innus de la Romaine","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"303008","full_name":"Sylvie Fillion","members_type":"CORP","paid_thru":"2024-01-31","phone_2":"5819856365","organization_id":"302937","trc":"False","wera":"False","province":"QC","last_act_type":"2022-06-17","language":"French","last_infoline_date_type":"2022-06-17","corp_cancel_date":"2024-04-02","do_id":"L25O3505","number_of_passed_courses":"0","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":"L25O3505","npi_email_temp":"sfillion@dmgconseils.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"42485","email":"admin@dekkeroilfield.com","first_name":"Lana","last_name":"Dreger","phone":"7808749960","orgname":"Dekker Oilfield Services Ltd.","customer_acct_name":"Dekker Oilfield Services Ltd.","tags":"npiAlert13, 250903 Update Lapsed from Mem portal, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"338738","full_name":"Lana Dreger","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05590","new_member_date_2":"2024-06-11","city_1":"Lloydminster","province":"AB","language":"English","time_zone":"4","area_code":"780","phone_2":"7802144327","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":"L25C05590","last_infoline_date_type":"2024-10-25","last_act_type":"2024-10-25","pcl_status":"F","pcl_completion_date":"2024-10-09","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LNC \/ 02 December 2025 Completed but she won't renew until she is resdy to take another course","dhmsfin_telemarketing_last_contacted_date":"2025-12-02T16:30:00-05:00","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","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":"Yes","hardtoparticipateeventsspecify":"no time","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"admin@dekkeroilfield.com","pcl_completion_date_5":"2029-10-09","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
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{"contact":{"id":"44022","email":"jessica.gelberg@gmail.com","first_name":"Jessica","last_name":"Gelberg","phone":"6479613142","orgname":"Vetsource","customer_acct_name":"Vetsource","tags":"AI Contacts sent to TM 2026, 251015 New AST, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"individual_id":"355630","full_name":"Jessica Gelberg","members_type":"AST","new_member_date_2":"2025-10-09","paid_thru":"2026-09-30","phone_2":"6479613142","province":"ON","last_act_type":"2026-06-01","language":"English","do_id":"AST2375","time_zone":"2","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2375","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","number_of_passed_courses":"0","blocnote":"May 13 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T15:35:00-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","telemarketing_call_date":"2026-05-13","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:58-05:00","npi_email_temp":"jessica.gelberg@gmail.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"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":"2020-12-02","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","latest_paid_thru":"2024-02-29","company_paid_thru":"2024-02-29","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43502","email":"debs2129@yahoo.ca","first_name":"Deborah","last_name":"Bassenden","phone":"5146041682","orgname":"Samuelsohn","customer_acct_name":"Samuelsohn","tags":"npiAlert13, 250918 new lapsed, AI Contacts sent to TM 2026, 250919 NPI LN sent to TM","ip4":"10.13.145.197","fields":{"individual_id":"302219","full_name":"Deborah Bassenden","members_type":"AST","new_member_date_2":"2026-02-17","paid_thru":"2027-01-31","phone_2":"5146041682","province":"QC","language":"English","do_id":"AST02821","time_zone":"2","lead_status":"Renewed AST","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","temp_do_id_for_auto_old_do_id":"AST02821","date_of_renewal_identification":"2026-02-18","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"06","blocnote":"May 13 2026 bm","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:00:00-04:00","temp_intcode_for_auto_old_int_code":"06","last_infoline_date_type":"2026-05-22","last_act_type":"2026-05-22","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"debs2129@yahoo.ca","old_do_id":"L25A2060","ai_entered_date":"2026-02-18","telemarketing_call_date":"2026-05-13","old_int_code":"99","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
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{"contact":{"id":"43944","email":"bryce@birrer.ca","first_name":"Bryce","last_name":"Parry","phone":"7787624602","orgname":"Birrer & Co. CPA","customer_acct_name":"Birrer & Co. CPA","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341258","full_name":"Bryce Parry","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-23","paid_thru":"2025-07-31","phone_2":"2507132853","province":"BC","language":"English","do_id":"L25C7889","lead_status":"Lapsed Member","time_zone":"5","temp_do_id_for_auto_old_do_id":"L25C7889","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","blocnote":"LNC \/ 09 December 2025 Completed - he will check with his boss if he can renew or not","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T16:38:00-05:00","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","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"he couldn't keep up with the classes","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":"going to the classes was difficult to handle while working full time","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Strong","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"bryce@birrer.ca","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
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{"contact":{"id":"43331","email":"mounia.aazari@gmail.com","first_name":"Mounia","last_name":"Aazari","phone":"5146932400","orgname":"CIUSSS Ouest de l'\u00cele","customer_acct_name":"CIUSSS Ouest de l'\u00cele","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"315998","full_name":"Mounia Aazari","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2023-07-20","paid_thru":"2025-06-30","phone_2":"5148232555","province":"QC","language":"French","do_id":"L25C6141","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C6141","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-11-05","pcl_status":"F","pcl_completion_date":"2024-03-19","pf1_status":"F","pf1_completion_date":"2024-04-23","pf2_status":"F","pf2_completion_date":"2024-04-23","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"mounia.aazari@gmail.com","pcl_completion_date_5":"2029-03-19","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"45110","email":"lcarignan@gab-induspac.ca","first_name":"Line","last_name":"Carignan","phone":"4504544420","orgname":"Gab-Induspac","customer_acct_name":"Gab-Induspac","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"259898","full_name":"Line Carignan","members_type":"CORP","paid_thru":"2024-02-29","organization_id":"241665","trc":"False","wera":"False","province":"QC","last_act_type":"2019-10-01","language":"French","corp_cancel_date":"2024-05-02","extension_phone_1":"7","do_id":"L25O3019","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3019","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"lcarignan@gab-induspac.ca","formatted_paid_thru":"29\/02\/2024","latest_paid_thru":"2024-02-29","company_paid_thru":"2024-02-29","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44079","email":"ksglendinning@yahoo.com","first_name":"Kimberly","last_name":"McLean","phone":"7807864408","orgname":"Paddle Plastics Ltd.","customer_acct_name":"Paddle Plastics Ltd.","tags":"251104 New AST, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"287794","full_name":"Kimberly McLean","members_type":"AST","new_member_date_2":"2024-01-16","paid_thru":"2025-12-31","phone_2":"7808988481","pcl_status":"P","pcl_completion_date":"2021-01-10","pf1_status":"F","pf1_completion_date":"2024-05-28","province":"AB","last_act_type":"2025-01-20","language":"English","do_id":"L25A02905","lead_status":"Lapsed Member","number_of_passed_courses":"1","time_zone":"4","temp_do_id_for_auto_old_do_id":"L25A02905","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","blocnote":"Dec 12 2025 vm  Dec 16 2025 noty in today\n2026 May 08 call ended due to inactivity after user put agent on hold, no renewal discussion.\n2026 May 11 call reached voicemail, no conversation\n2026 May 11 call reached husband, Kimberly not available, advised to call at work.","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:47-04:00","intcode":"10","temp_intcode_for_auto_old_int_code":"10","trc":"True","wera":"False","npi_email_temp":"ksglendinning@yahoo.com","canceldate":"2026-03-03","old_do_id":"AST2445","ln_entered_date":"2026-03-04","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-11T13:21:41-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent called to speak with Kimberly but reached her husband instead. The husband informed the agent that Kimberly was not available and suggested calling her at work. The agent ended the call, planning to try again later.","aitm_callsummarytitle":"Reached husband, Kimberly unavailable","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not available; suggested calling Kimberly at work.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"06","astotherreasonsnottorenew":"Contact not available to speak; husband answered the call.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0af2c9759d99993f6b8f6aaedc1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0af2c9759d99993f6b8f6aaedc1","number_of_calls_reached":"2"}},"seriesid":"163"}
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{"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, TMAI","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":"15","blocnote":"LN Sept 30 202 vm\n2026 May 08 call reached voicemail, message left\n2026 May 08 voicemail reached, message left\n2026 May 11 call reached voicemail, no message left\n2026 May 11 call started, agent reached Johnson, first question asked","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T13:06:47-04:00","temp_intcode_for_auto_old_int_code":"15","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","called_by":"Tri","aitm_status_called":"2026-05-11T13:21:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent reached Johnson and introduced the call regarding his lapsed Associate membership with the National Payroll Institute. Johnson agreed to answer questions, and the agent began the survey by asking the first question about the initial value of membership.","aitm_callsummarytitle":"Initial membership value question asked","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_50d96dc5b56afd831e13f65aafa","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_50d96dc5b56afd831e13f65aafa","mini_nps":"3","old_int_code":"06","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"43958","email":"charishma.hd@gmail.com","first_name":"Charishma","last_name":"Hulikunta","phone":"4379955171","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340726","full_name":"Charishma Hulikunta","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-08","paid_thru":"2025-07-31","cert_status":"PENDING","phone_2":"4379955171","province":"ON","cpa_certification":"PCP","language":"English","do_id":"L25C7903","lead_status":"Lapsed Member","time_zone":"2","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C7903","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2025-06-14","pcl_status":"P","pcl_completion_date":"2024-12-02","pf1_status":"P","pf1_completion_date":"2025-03-17","pf2_status":"P","pf2_completion_date":"2025-06-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-07-25","number_of_passed_courses":"4","blocnote":"LNC Nov 12 2025 Survey completed She said she may become a member early next year.\r\nLNC \/ 16 December 2025 VM\r\nLNC \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T09:35:00-05:00","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":"Working on experience.","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":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"5","age_range":"31 to 45 years","selfpayrollproficiency":"Native","intcode":"10","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","trc":"True","wera":"True","old_int_code":"02","npi_email_temp":"charishma.hd@gmail.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
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{"contact":{"id":"43321","email":"s_creaser@hotmail.com","first_name":"Sharon","last_name":"Creaser","phone":"9024290550","orgname":"St. Vincent's Nursing Home","customer_acct_name":"St. Vincent's Nursing Home","tags":"250918 new lapsed, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"135794","full_name":"Sharon Creaser, PCP","members_type":"PRO","new_member_date_2":"2012-07-17","paid_thru":"2026-06-30","cert_status":"ACTIVE","phone_2":"9022372700","province":"NS","cpa_certification":"PCP","language":"English","pds_august":"10","time_zone":"1","lead_status":"Renewed Lapsed","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-10-29","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"LB2507400","intcode":"99","blocnote":"LN \/ 01 October 2025 Not in the office","dhmsfin_telemarketing_last_contacted_date":"2025-10-01T09:47:00-04:00","temp_intcode_for_auto_old_int_code":"99","pds_september":"10","last_infoline_date_type":"2025-05-29","last_act_type":"2026-12-01","pcl_status":"P","pcl_completion_date":"2009-09-09","pf1_status":"P","pf1_completion_date":"2010-01-18","pf2_status":"P","pf2_completion_date":"2011-04-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-01-26","number_of_passed_courses":"4","city_1":"Halifax","pds_october":"10","old_int_code":"06","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"10","old_do_id":"L25P2333","npi_email_temp":"s_creaser@hotmail.com","pcl_completion_date_5":"2014-09-09","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30"}},"seriesid":"163"}
{"contact":{"id":"43352","email":"wr11447@shaw.ca","first_name":"Wendy","last_name":"Ross","phone":"7804969686","orgname":"SKILLS Society","customer_acct_name":"SKILLS Society","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"85621","full_name":"Wendy Ross","members_type":"AST","canceldate":"2024-04-30","new_member_date_2":"2005-01-20","paid_thru":"2024-04-30","cert_status":"WITHDRAWN_CPE","phone_2":"7809835192","province":"AB","cpa_certification":"CPM","language":"English","pds_august":"6","do_id":"L25A2070","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A2070","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LN Sept 30 2025 vm\n2026 May 08 call reached Skills Society automated system; Wendy Ross not found; left voicemail; will call back later.\n2026 May 08 call reached voicemail, no human interaction\n2026 May 11 call to Skills Society to reach Wendy Ross; not found in directory, call ended.\n2026 May 13 call reached voicemail at Skills Society; no contact with Wendy Ross.\n2026 May 13 call reached voicemail, no contact with Wendy\n2026 May 15 call reached Skills Society IVR and voicemail; no contact named Wendy found; call ended without renewal discussion.\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 attempted to reach Wendy Ross but not found in directory, call ended without contact\n2026 May 21 agent called Skills Society, could not find Wendy Ross in directory, call ended without reaching contact\n2026 May 25 call reached voicemail after no extension found for Wendy Ross\n2026 May 25 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:07-04:00","temp_intcode_for_auto_old_int_code":"06","pds_september":"6","last_infoline_date_type":"2023-03-28","last_act_type":"2025-04-24","pf2_status":"P","pf2_completion_date":"2008-05-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-12-19","number_of_passed_courses":"2","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"wr11447@shaw.ca","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","called_by":"Tri","aitm_status_called":"2026-05-25T13:27:03-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"11","npi_transcriptsummary":"The call reached voicemail and no conversation with a human took place. The agent left a message as requested by the voicemail system.","aitm_callsummarytitle":"Voicemail reached, no human interaction","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; no renewal discussion occurred.","initialvalue":"Other","othermemberbenefit":"N\/A","astotherreasonsnottorenew":"Contact not reached to discuss renewal.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_64f2910d98c00b162a4f2a4212e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_64f2910d98c00b162a4f2a4212e","old_int_code":"03","number_of_calls_reached":"3"}},"seriesid":"163"}
{"contact":{"id":"43955","email":"brendajoyes@hotmail.com","first_name":"Brenda","last_name":"Joyes","phone":"3068607638","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341493","full_name":"Brenda Joyes","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-29","paid_thru":"2025-07-31","phone_2":"3068607638","province":"SK","language":"English","do_id":"L25C7900","lead_status":"Lapsed Member","time_zone":"3","temp_do_id_for_auto_old_do_id":"L25C7900","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-05-09","pcl_status":"F","pcl_completion_date":"2025-01-07","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"Dec 3 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:47:00-05:00","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","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":"Above 61 years","selfpayrollproficiency":"Strong","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"brendajoyes@hotmail.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43445","email":"grace.mafunga@yahoo.ca","first_name":"Grace","last_name":"Mafunga","phone":"","orgname":"","customer_acct_name":"","tags":"250918 new lapsed","ip4":"0.0.0.0","fields":{"individual_id":"311766","full_name":"Grace Mafunga","members_type":"CAND","canceldate":"2023-06-02","new_member_date_2":"2022-04-05","phone_2":"6474726901","province":"ON","language":"English","time_zone":"2","lead_status":"Refused","intcode":"21","temp_do_id_for_auto_old_do_id":"LB2505272","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","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":"L25C5994","last_infoline_date_type":"2022-08-16","last_act_type":"2024-09-10","pcl_status":"F","pcl_completion_date":"2023-04-30","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505272","npi_email_temp":"grace.mafunga@yahoo.ca","pcl_completion_date_5":"2028-04-30"}},"seriesid":"163"}
{"contact":{"id":"43735","email":"liu4509766@gmail.com","first_name":"Juan","last_name":"Liu","phone":"6474509766","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"336175","full_name":"Juan Liu","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-14","paid_thru":"2025-07-31","phone_2":"6474509766","province":"ON","language":"English","do_id":"L25C7945","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25C7945","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-08-14","pcl_status":"P","pcl_completion_date":"2024-10-16","pf1_status":"P","pf1_completion_date":"2024-06-20","pf2_status":"P","pf2_completion_date":"2024-07-19","number_of_passed_courses":"3","intcode":"10","blocnote":"LNC Nov 12 2025 vm\r\nLNC Dec 15 2025 problem with connection call back","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T13:49:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","trc":"True","wera":"False","old_int_code":"06","npi_email_temp":"liu4509766@gmail.com","pcl_completion_date_5":"2029-10-16","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43971","email":"ameliakhoshaba@yahoo.com","first_name":"Amelia","last_name":"Khoshaba","phone":"6477829577","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340736","full_name":"Amelia Khoshaba","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-09","paid_thru":"2025-07-31","phone_2":"6477829577","province":"ON","language":"English","do_id":"L25C7916","lead_status":"Lapsed Member","time_zone":"2","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C7916","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-09-08","pcl_status":"P","pcl_completion_date":"2024-12-02","pf1_status":"P","pf1_completion_date":"2025-04-21","pf2_status":"F","pf2_completion_date":"2025-08-12","number_of_passed_courses":"2","intcode":"06","blocnote":"LNC \/ 13 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T09:10:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"ameliakhoshaba@yahoo.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43657","email":"zainzia19900@gmail.com","first_name":"Zain","last_name":"Zia","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"AI Contacts sent to TM 2026, 250926 New AST, WRA251001, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"344836","full_name":"Zain Zia","members_type":"AST","new_member_date_2":"2025-09-19","paid_thru":"2026-08-31","phone_2":"4377725454","province":"ON","language":"English","time_zone":"2","do_id":"AST2330","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2330","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","last_act_type":"2025-09-19","city_1":"Toronto","old_do_id":"AST2266","found":"DO4 Phone","date_of_renewal_identification":"2025-10-06","blocnote":"May 13 2026 Survey completed - resources email","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:47:00-04:00","intcode":"31","temp_intcode_for_auto_old_int_code":"31","telemarketing_call_date":"2026-05-13","pcl_status":"P","pcl_completion_date":"2025-01-14","pf1_status":"P","pf1_completion_date":"2025-02-18","pf2_status":"F","pf2_completion_date":"2025-03-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-09-19","number_of_passed_courses":"3","trc":"True","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2026-05-13T14:47:05-04:00","npi_email_temp":"zainzia19900@gmail.com","pcl_completion_date_5":"2030-01-14","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","old_int_code":"06","sendaigeneral":"2026-05-13T14:47:00-04:00","sendaiemail":"2026-05-13T14:47:05-04:00"}},"seriesid":"163"}
{"contact":{"id":"43443","email":"hmcdowell2002@yahoo.ca","first_name":"Heather","last_name":"Mcdowell-Brown","phone":"5198601107","orgname":"Brose Canada Inc.","customer_acct_name":"Brose Canada Inc.","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"311633","full_name":"Heather Mcdowell-Brown","members_type":"CAND","canceldate":"2024-07-03","new_member_date_2":"2023-04-27","paid_thru":"2024-04-30","phone_2":"5198601107","province":"ON","language":"English","time_zone":"2","lead_status":"Refused","temp_do_id_for_auto_old_do_id":"L25C5992","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","last_act_type":"2023-08-27","pcl_status":"F","pcl_completion_date":"2023-08-27","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC \/ 03 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:18:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"hmcdowell2002@yahoo.ca","pcl_completion_date_5":"2028-08-27","old_int_code":"06","old_do_id":"L25C5992","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30"}},"seriesid":"163"}
{"contact":{"id":"43894","email":"anise2028@gmail.com","first_name":"Jessica","last_name":"Anthony","phone":"7788776892","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"10.13.145.149","fields":{"individual_id":"328008","full_name":"Jessica Anise Anthony","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2023-08-15","paid_thru":"2025-07-31","phone_2":"7788776892","province":"BC","language":"English","pds_september":"2","do_id":"L25C7839","lead_status":"Lapsed Member","time_zone":"5","temp_do_id_for_auto_old_do_id":"L25C7839","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_infoline_date_type":"2024-06-12","last_act_type":"2024-06-12","pcl_status":"P","pcl_completion_date":"2023-12-04","number_of_passed_courses":"1","pds_october":"2","sendapplicationform":"2025-11-19T14:05:00-05:00","blocnote":"NOv 19 2025 completed ( willing to renew to complete the courses)\r\nLNC \/ 16 December 2025 VM\r\nLN \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T15:09:00-05:00","last_engaged_date":"2025-11-19","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":"No","notrenewednotenoughtime":"No","notrenewedtoolongprocess":"No","notrenewedtemporaryneed":"No","npichallenges":"No","npichallengesspecify":"","expectationsnotmet":"Yes","expectationsnotmetspecify":"having an example exam would help a lot to take an idea more about the exams. More instruction ahead of time would be very helpful","membershipcost":"No","membershipcostspecify":"","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"I would like to have access to my old courses. I would like to access the platform instead of having to download the whole material.","mini_nps":"4","age_range":"46 to 60 years","selfpayrollproficiency":"Native","intcode":"10","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","trc":"True","wera":"False","pds_november":"2","old_int_code":"02","npi_email_temp":"anise2028@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43509","email":"cordellcpaul@yahoo.ca","first_name":"Beth","last_name":"Paul","phone":"5063755269","orgname":"Day & Ross","customer_acct_name":"Day & Ross","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"325950","full_name":"Beth Paul","members_type":"CAND","canceldate":"2024-08-02","new_member_date_2":"2023-06-09","paid_thru":"2024-05-31","phone_2":"5063284709","province":"NB","language":"English","do_id":"L25C6055","time_zone":"1","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C6055","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2023-10-08","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Dec 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:16:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"cordellcpaul@yahoo.ca","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31"}},"seriesid":"163"}
{"contact":{"id":"43867","email":"megradden@gmail.com","first_name":"Meghan","last_name":"Radden","phone":"5819855066","orgname":"Chapter One","customer_acct_name":"Chapter One","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"328283","full_name":"Meghan Radden","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2023-08-23","paid_thru":"2025-07-31","phone_2":"5819855066","province":"QC","language":"English","do_id":"L25C7812","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25C7812","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2025-02-28","pcl_status":"P","pcl_completion_date":"2023-12-04","pf1_status":"F","pf1_completion_date":"2024-05-09","number_of_passed_courses":"1","blocnote":"Nov 19 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T09:47:00-05:00","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":"I can't afford it and my company decided to cut off budget and cancel my membership","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":"I couldn't afford paying for it anymore","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"No","careerchangespecify":"","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","trc":"True","wera":"False","npi_email_temp":"megradden@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"44068","email":"maryam.alhurmuzi@gmail.com","first_name":"Maryam","last_name":"Al-Hurmuzi","phone":"6479134124","orgname":"","customer_acct_name":"","tags":"npiAlert1, npiAlert20, 251104 New AST, 2512 Active AST approached, TMAI","ip4":"10.13.145.149","fields":{"individual_id":"264085","full_name":"Maryam Al-Hurmuzi","members_type":"AST","new_member_date_2":"2025-01-22","paid_thru":"2026-12-31","phone_2":"","pcl_status":"P","pcl_completion_date":"2025-04-24","pf1_status":"P","pf1_completion_date":"2025-08-26","pf2_status":"P","pf2_completion_date":"2026-01-07","province":"ON","last_act_type":"2026-10-04","language":"English","do_id":"AST02950","lead_status":"Renewed AST","number_of_passed_courses":"4","time_zone":"2","temp_do_id_for_auto_old_do_id":"AST02950","date_of_renewal_identification":"2026-03-13","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","sendcandapplicationform":"2025-11-25T16:24:00-05:00","blocnote":"Nov 17 2025 completed with email sent\n2026 Mar 10 call reached voicemail, no message left\n2026 Mar 12 call reached voicemail, no contact made","extension_phone_1":"","email2":"","intcode":"99","full_name_2":" ","sendmayemail":"2025-11-17T11:01:00-05:00","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","sendaigeneral":"2025-11-17T11:00:00-05:00","temp_intcode_for_auto_old_int_code":"99","sendnovemberemail":"2025-11-17T11:01:24-05:00","sendaidate":"2025-11-17T11:01:25-05:00","last_engaged_date":"2025-12-06","dhmsfin_telemarketing_last_contacted_date":"2026-03-12T09:36:47-04:00","trc":"True","wera":"False","npi_email_temp":"maryam.alhurmuzi@gmail.com","ln_entered_date":"2026-03-04","old_do_id":"L25A02884","old_int_code":"06","aitm_status_called":"2026-03-12T09:36:47-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was made to the contact but went directly to voicemail without any conversation taking place.","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","ai_entered_date":"2026-03-13","telemarketing_call_date":"2026-03-12","pcl_completion_date_5":"2030-04-24","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","cert_status":"PENDING","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-05-28"}},"seriesid":"163"}
{"contact":{"id":"44097","email":"reny_elain@yahoo.ca","first_name":"Renina","last_name":"Clayton","phone":"4169289622","orgname":"YMCA of Greater Toronto","customer_acct_name":"YMCA of Greater Toronto","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341743","full_name":"Renina Clayton","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-16","paid_thru":"2025-08-31","phone_2":"6479396462","pcl_status":"P","pcl_completion_date":"2024-12-12","province":"ON","last_act_type":"2024-09-16","language":"English","do_id":"L25C8240","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8240","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"06","blocnote":"LNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T10:17:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"reny_elain@yahoo.ca","pcl_completion_date_5":"2029-12-12","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"45468","email":"no-email340@ler.com","first_name":"Donna","last_name":"Gleasure","phone":"2502462355","orgname":"Industrial Scaffold Services LP","customer_acct_name":"Industrial Scaffold Services LP","tags":"LER_dummy, 251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"229820","full_name":"Donna Gleasure","members_type":"CORP","paid_thru":"2024-09-30","organization_id":"229818","trc":"False","wera":"False","province":"BC","last_act_type":"2018-05-10","language":"English","corp_cancel_date":"2024-12-04","do_id":"L25O2824","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":"L25O2824","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email340@ler.com","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30","company_paid_thru":"2024-09-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45159","email":"laurab@amiflex.com","first_name":"Laura","last_name":"Beattie","phone":"5143362480","orgname":"Buchanan Rubber \/ Amiflex Inc.","customer_acct_name":"Buchanan Rubber \/ Amiflex Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"38553","full_name":"Laura Beattie","members_type":"CORP","paid_thru":"2023-08-31","phone_2":"5148174308","organization_id":"305002","pcl_status":"F","pcl_completion_date":"2022-10-24","trc":"False","wera":"False","province":"QC","last_act_type":"2023-10-24","language":"English","last_infoline_date_type":"2023-04-27","corp_cancel_date":"2023-11-02","do_id":"L25O4294","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O4294","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"laurab@amiflex.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45125","email":"irene.wehler@alpac.ca","first_name":"Irene","last_name":"Wehler","phone":"7805258320","orgname":"Alberta Pacific Forest Industries","customer_acct_name":"Alberta Pacific Forest Industries","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"289895","full_name":"Irene Wehler, MBA","members_type":"CORP","paid_thru":"2024-10-31","organization_id":"9484","trc":"False","wera":"False","province":"AB","last_act_type":"2022-11-25","language":"English","corp_cancel_date":"2025-01-07","do_id":"L25O3272","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":"L25O3272","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"irene.wehler@alpac.ca","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","company_paid_thru":"2024-10-31","blocnote":"May 28 number not in service","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"45117","email":"roxanne.bouchard@alamosgold.com","first_name":"Roxanne","last_name":"Bouchard","phone":"8197972465","orgname":"Alamos Gold Inc.","customer_acct_name":"Alamos Gold Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"336878","full_name":"Roxanne Bouchard","members_type":"CORP","paid_thru":"2024-03-31","organization_id":"183424","trc":"False","wera":"False","province":"ON","last_act_type":"2024-04-19","language":"English","corp_cancel_date":"2024-06-04","do_id":"L25O4030","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4030","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"roxanne.bouchard@alamosgold.com","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","company_paid_thru":"2024-03-31","company_status":"I"}},"seriesid":"163"}
{"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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43715","email":"lorainesmanzano@hotmail.com","first_name":"Lorina","last_name":"Manzano","phone":"9056842244","orgname":"CAM Field Solutions Canada Corp.","customer_acct_name":"CAM Field Solutions Canada Corp.","tags":"npiAlert13, 251002 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"195473","full_name":"Lorina Manzano","members_type":"PRO","canceldate":"2025-10-01","new_member_date_2":"2024-08-06","paid_thru":"2025-07-31","cert_status":"WITHDRAWN","phone_2":"9056822320","province":"AB","cpa_certification":"PCP","language":"English","pds_september":"2","do_id":"L25P2518","lead_status":"Lapsed Member","time_zone":"4","temp_do_id_for_auto_old_do_id":"L25P2518","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_infoline_date_type":"2021-12-08","last_act_type":"2025-01-10","intcode":"0","blocnote":"LN Oct 20 2025 No one by the name Lorina works at 1st number , 2nd number vm\n2026 May 14 - Reached voicemail; no message left\n2026 May 14 - Reached voicemail, no message left\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 wrong number reached, user identified as Cam, call ended quickly.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:08-04:00","temp_intcode_for_auto_old_int_code":"08","pcl_status":"P","pcl_completion_date":"2012-03-29","pf1_status":"P","pf1_completion_date":"2012-04-18","pf2_status":"P","pf2_completion_date":"2012-05-09","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-02-26","number_of_passed_courses":"4","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"lorainesmanzano@hotmail.com","pcl_completion_date_5":"2017-03-29","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","thewithdrawaldate":"2025-10-01","aitm_status_called":"2026-05-21T11:37:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Lorina but reached the wrong number. The user, Cam, informed the agent of the mistake and ended the call shortly after.","aitm_callsummarytitle":"Wrong Number Reached","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"User indicated wrong number and did not engage in renewal discussion.","initialvalue":"Other","othermemberbenefit":"Contact not reached","prootherreasonsnottorenew":"Wrong number reached, no conversation about renewal.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_6d5bef0000dba7b676c94427d59","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6d5bef0000dba7b676c94427d59","concernquestion":"None","old_int_code":"08","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"44028","email":"dwelz@pembinatrails.ca","first_name":"Donna","last_name":"Welz","phone":"2044881757","orgname":"Pembina Trails School Division","customer_acct_name":"Pembina Trails School Division","tags":"npiAlert20, 251015 New AST, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"46693","full_name":"Donna Welz","members_type":"AST","new_member_date_2":"2010-10-26","paid_thru":"2025-09-30","phone_2":"2047994574","province":"MB","last_act_type":"2024-09-26","language":"English","last_infoline_date_type":"2020-07-01","do_id":"L25A02726","time_zone":"3","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A02726","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","number_of_passed_courses":"0","pds_october":"3","blocnote":"Nov 17 2025 vm  Nov 24 2025 vm\r\nNov 27 2025 vm\n2026 Feb 27 reached voicemail at Pembina Trail School Division, unable to speak with Donna Welz\n2026 Feb 27 contact wants to renew and sent the email - NPI# 44028","dhmsfin_telemarketing_last_contacted_date":"2026-02-27T12:31:42-05:00","trc":"False","wera":"False","intcode":"02","temp_intcode_for_auto_old_int_code":"02","canceldate":"2025-12-02","pds_november":"3","old_do_id":"AST2383","npi_email_temp":"dwelz@pembinatrails.ca","aitm_status_called":"2026-02-27T12:41:44-05:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Donna regarding her lapsed Associate membership with the National Payroll Institute. Donna expressed interest in renewing, and the agent sent her an email with the application form. The call ended after the agent began asking survey questions.","aitm_callsummarytitle":"Renewal email sent to interested member","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":"2026-02-27T12:43:00-05:00","old_int_code":"06","number_of_calls_reached":"1","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"43985","email":"kkiss@ccckl.ca","first_name":"Kyle","last_name":"Kiss","phone":"7053247323","orgname":"Community Care City of Kawartha Lakes","customer_acct_name":"Community Care City of Kawartha Lakes","tags":"WR251001","ip4":"0.0.0.0","fields":{"full_name":"Kyle Kiss","members_type":"CAND","city_1":"Peterborough","province":"ON","phone_2":"7059912389","found":"DO4 Phone","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2025-10-03","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"353947","new_member_date_2":"2025-09-19","paid_thru":"2026-08-31","last_act_type":"2025-09-19","language":"English","pcl_status":"P","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","temp_do_id_for_auto_old_do_id":"LB2505907","pcl_completion_date":"2026-03-21","npi_email_temp":"kkiss@ccckl.ca","pf1_status":"E","pcl_completion_date_5":"2031-03-21","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"44075","email":"admin@incomelectric.com","first_name":"Katelyn","last_name":"Hagel","phone":"4034556515","orgname":"InCom Electric Corp.","customer_acct_name":"InCom Electric Corp.","tags":"npiAlert1, npiAlert20, AI Contacts sent to TM 2026, 251104 New AST, 2512 Active AST approached","ip4":"10.13.139.13","fields":{"individual_id":"284357","full_name":"Katelyn Hagel","members_type":"AST","new_member_date_2":"2020-01-06","paid_thru":"2026-12-31","phone_2":"4036149587","cert_status":"PENDING","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-28","province":"AB","cpa_certification":"PCP","last_act_type":"2025-11-26","language":"English","last_infoline_date_type":"2023-02-16","do_id":"AST2441","lead_status":"Renewed APX","number_of_passed_courses":"4","time_zone":"4","temp_do_id_for_auto_old_do_id":"AST2441","date_of_renewal_identification":"2025-11-28","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","sendcandapplicationform":"2025-11-25T16:24:00-05:00","blocnote":"May 14 2026 Survey completed - resources email","extension_phone_1":"","email2":"","intcode":"31","full_name_2":" ","sendmayemail":"2025-11-17T11:33:00-05:00","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","sendaigeneral":"2026-05-14T11:41:00-04:00","temp_intcode_for_auto_old_int_code":"31","sendnovemberemail":"2025-11-17T11:33:33-05:00","sendaidate":"2026-05-14T11:41:25-04:00","last_engaged_date":"2026-05-14","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T11:41:00-04:00","trc":"True","wera":"False","telemarketing_call_date":"2026-05-14","old_int_code":"99","npi_email_temp":"admin@incomelectric.com","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No","sendaiemail":"2026-05-14T11:41:24-04:00"}},"seriesid":"163"}
{"contact":{"id":"43785","email":"manushi1306@gmail.com","first_name":"Manushi","last_name":"Shukla","phone":"4379005097","orgname":"Neilson Financial Services Inc.","customer_acct_name":"Neilson Financial Services Inc.","tags":"npiAlert13, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"300304","full_name":"Manushi Shukla","members_type":"CAND","new_member_date_2":"2023-08-01","paid_thru":"2027-02-28","phone_2":"5199814016","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25C7732","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-02-26","pipeline_1_lapsed_members":"Renewed lapsed","last_infoline_date_type":"2021-12-07","last_act_type":"2026-02-25","pcl_status":"P","pcl_completion_date":"2026-05-20","number_of_passed_courses":"1","trc":"True","wera":"False","intcode":"99","blocnote":"LNC \/ 03 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T15:09:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"manushi1306@gmail.com","old_int_code":"06","pcl_completion_date_5":"2031-05-20","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28"}},"seriesid":"163"}
{"contact":{"id":"43746","email":"megangillies11@gmail.com","first_name":"Megan","last_name":"Gillies","phone":"3435407709","orgname":"Fullscript","customer_acct_name":"Fullscript","tags":"npiAlert13, 251002 New Lapsed, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"234556","full_name":"Megan Gillies","members_type":"PRO","canceldate":"2025-10-01","new_member_date_2":"2015-05-19","paid_thru":"2025-07-31","cert_status":"WITHDRAWN","phone_2":"3435407709","province":"ON","cpa_certification":"PCP","language":"English","do_id":"L25P2532","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25P2532","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2025-12-30","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:07-04:00","blocnote":"LN Oct 20 2025 vm\n2026 May 19 reached voicemail, left message for Megan Gillies\n2026 May 19 reached voicemail, Megan Gillies not available\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail.","temp_intcode_for_auto_old_int_code":"06","old_int_code":"06","pcl_status":"P","pcl_completion_date":"2015-09-08","pf1_status":"P","pf1_completion_date":"2015-12-21","pf2_status":"P","pf2_completion_date":"2017-10-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-04-18","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"megangillies11@gmail.com","pcl_completion_date_5":"2020-09-08","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","thewithdrawaldate":"2025-10-01","aitm_status_called":"2026-05-21T10:02:09-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered by a human and went to voicemail immediately.","aitm_callsummarytitle":"Voicemail reached, no contact","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_a982622a964c8279c6202a992a9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a982622a964c8279c6202a992a9","notrenewedwanttorenew":"No","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"43481","email":"t_chloe@hotmail.com","first_name":"Chloe","last_name":"Ting","phone":"6479950689","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"321685","full_name":"Chloe Ting","members_type":"CAND","canceldate":"2024-04-02","new_member_date_2":"2023-02-08","paid_thru":"2024-01-31","phone_2":"6479950689","province":"ON","language":"English","time_zone":"2","lead_status":"Refused","temp_do_id_for_auto_old_do_id":"L25C6030","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","last_act_type":"2023-08-22","pcl_status":"F","pcl_completion_date":"2023-04-30","pf1_status":"F","pf1_completion_date":"2023-08-22","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Dec 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:16:00-05:00","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","npi_email_temp":"t_chloe@hotmail.com","old_int_code":"06","old_do_id":"L25C6030","pcl_completion_date_5":"2028-04-30","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31"}},"seriesid":"163"}
{"contact":{"id":"45133","email":"maria@industrialgraphics.ca","first_name":"Maria","last_name":"Palanca","phone":"4037206604","orgname":"Industrial Graphics (2016) Ltd.","customer_acct_name":"Industrial Graphics (2016) Ltd.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"104321","full_name":"Maria Caridad Palanca","members_type":"CORP","paid_thru":"2024-01-31","phone_2":"4034719488","organization_id":"274197","trc":"False","wera":"False","province":"AB","last_act_type":"2024-03-25","language":"English","last_infoline_date_type":"2018-01-29","corp_cancel_date":"2024-04-02","extension_phone_1":"21","do_id":"L25O2523","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2523","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"maria@industrialgraphics.ca","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43806","email":"wwf_llm@hotmail.com","first_name":"Wenfang","last_name":"Wei","phone":"6043030550","orgname":"Q1 Billiards","customer_acct_name":"Q1 Billiards","tags":"251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"304464","full_name":"Wenfang Wei","members_type":"CAND","new_member_date_2":"2024-08-15","paid_thru":"2026-07-31","phone_2":"7787099447","province":"BC","language":"English","lead_status":"Renewed Lapsed","time_zone":"5","temp_do_id_for_auto_old_do_id":"LB2507687","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-10-15","pipeline_1_lapsed_members":"Renewed lapsed","last_act_type":"2025-08-10","pcl_status":"P","pcl_completion_date":"2024-12-02","pf1_status":"P","pf1_completion_date":"2025-09-19","pf2_status":"P","number_of_passed_courses":"3","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","old_do_id":"L25C7752","pf2_completion_date":"2026-03-21","npi_email_temp":"wwf_llm@hotmail.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"44883","email":"finance@smokylake.ca","first_name":"Crystal","last_name":"Letwin","phone":"7806563674","orgname":"Town of Smoky Lake","customer_acct_name":"Town of Smoky Lake","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"206494","full_name":"Crystal Letwin","members_type":"CORP","paid_thru":"2024-10-31","phone_2":"7806563674","organization_id":"164776","trc":"False","wera":"False","province":"AB","last_act_type":"2023-08-02","language":"English","last_infoline_date_type":"2023-08-02","corp_cancel_date":"2025-01-07","do_id":"L25O2749","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":"L25O2749","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"finance@smokylake.ca","formatted_paid_thru":"31\/10\/2024","latest_paid_thru":"2024-10-31","company_paid_thru":"2024-10-31","blocnote":"May 28 not available","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43652","email":"chloe-su.jean@advantechwireless.com","first_name":"Chlo\u00e9-Su","last_name":"Jean","phone":"5145943978","orgname":"Advantech Wireless Technologies Inc.","customer_acct_name":"Advantech Wireless Technologies Inc.","tags":"npiAlert18, npiAlert19, AI Contacts sent to TM 2026, 250926 New AST, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"355176","full_name":"Chlo\u00e9-Su Jean, CRHA","members_type":"AST","new_member_date_2":"2025-09-19","paid_thru":"2026-08-31","phone_2":"5148255515","province":"QC","language":"English","time_zone":"2","do_id":"AST2260","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2260","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","last_act_type":"2026-04-14","blocnote":"aw. 7 oct 2025 bv\r\naw.8 oct 2025 bv\r\n14 oct 2024 bv","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:42:00-04:00","intcode":"10","temp_intcode_for_auto_old_int_code":"10","telemarketing_call_date":"2026-05-13","number_of_passed_courses":"0","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:41-05:00","npi_email_temp":"chloe-su.jean@advantechwireless.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","old_int_code":"06","last_infoline_date_type":"2026-04-14"}},"seriesid":"163"}
{"contact":{"id":"45068","email":"lorraine@northaltaims.ca","first_name":"Lorraine","last_name":"Caudron","phone":"7805234625","orgname":"North Alta Industrial Medical Services Inc.","customer_acct_name":"North Alta Industrial Medical Services Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"313756","full_name":"Lorraine Caudron","members_type":"CORP","paid_thru":"2023-05-31","organization_id":"313755","trc":"False","wera":"False","province":"AB","language":"English","corp_cancel_date":"2023-08-02","do_id":"L25O4280","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4280","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"lorraine@northaltaims.ca","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","company_paid_thru":"2023-05-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44107","email":"mona_r1977@yahoo.com","first_name":"Mona","last_name":"Mohamed","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340095","full_name":"Mona Mohamed","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-08-27","paid_thru":"2025-08-31","phone_2":"5877788335","pcl_status":"F","pcl_completion_date":"2024-12-02","province":"AB","last_act_type":"2024-08-27","language":"English","do_id":"L25C8246","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8246","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"mona_r1977@yahoo.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"43473","email":"sarabjeetsoi@gmail.com","first_name":"Sarabjeet","last_name":"Soi","phone":"9971107888","orgname":"Wipro Solutions","customer_acct_name":"Wipro Solutions","tags":"250918 new lapsed","ip4":"0.0.0.0","fields":{"individual_id":"315004","full_name":"Sarabjeet Soi","members_type":"CAND","canceldate":"2023-09-02","new_member_date_2":"2022-07-28","paid_thru":"2023-06-30","province":"Delhi","language":"English","lead_status":"Refused","intcode":"21","temp_do_id_for_auto_old_do_id":"LB2507086","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","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":"L25C6023","last_act_type":"2022-09-16","pcl_status":"F","pcl_completion_date":"2022-11-09","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507086","npi_email_temp":"sarabjeetsoi@gmail.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"43575","email":"leonardobullag@yahoo.ca","first_name":"Leonardo","last_name":"Bullag","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250918 new lapsed","ip4":"0.0.0.0","fields":{"individual_id":"327912","full_name":"Leonardo Bullag","members_type":"CAND","canceldate":"2024-11-02","new_member_date_2":"2023-09-05","paid_thru":"2024-08-31","province":"AB","language":"English","do_id":"L25C6119","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C6119","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2023-05-09","intcode":"16","temp_intcode_for_auto_old_int_code":"16","pcl_status":"P","pcl_completion_date":"2023-11-27","pf1_status":"P","pf1_completion_date":"2024-04-23","pf2_status":"P","pf2_completion_date":"2024-07-22","number_of_passed_courses":"3","trc":"True","wera":"False","npi_email_temp":"leonardobullag@yahoo.ca","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31"}},"seriesid":"163"}
{"contact":{"id":"43510","email":"aprilbeattie@sasktel.net","first_name":"April","last_name":"Beattie","phone":"3063371070","orgname":"Living Skies Housing Authority","customer_acct_name":"Living Skies Housing Authority","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"303286","full_name":"April Beattie","members_type":"PRO","canceldate":"2025-09-03","new_member_date_2":"2021-07-26","paid_thru":"2025-06-30","cert_status":"WITHDRAWN","phone_2":"3065418059","province":"SK","cpa_certification":"PCP","language":"English","do_id":"L25P2381","time_zone":"3","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P2381","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LN Sept 30 2025 Survey completed. She is retiring soon.\n2026 May 11 call initiated but no conversation with April\n2026 May 13 - April no longer works here\n2026 May 15 voicemail reached, message left\n2026 May 15 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T12:06:42-04:00","temp_intcode_for_auto_old_int_code":"06","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","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 will be retiring soon.","hardtoparticipateevents":"No","mini_nps":"3","age_range":"46 to 60 years","selfpayrollproficiency":"Strong","old_int_code":"03","last_infoline_date_type":"2025-08-05","last_act_type":"2025-02-12","pcl_status":"P","pcl_completion_date":"2021-12-12","pf1_status":"P","pf1_completion_date":"2022-05-01","pf2_status":"P","pf2_completion_date":"2022-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-01-18","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"aprilbeattie@sasktel.net","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","thewithdrawaldate":"2025-09-03","aitm_status_called":"2026-05-15T12:21:44-04:00","number_of_call_attempts":"1","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_efdd30d5f23284774045e7c6bdd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_efdd30d5f23284774045e7c6bdd","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"43682","email":"victoria_storozhko@hotmail.com","first_name":"Victoria","last_name":"Storozhko","phone":"","orgname":"","customer_acct_name":"","tags":"251002 New AST","ip4":"0.0.0.0","fields":{"individual_id":"194189","full_name":"Victoria Storozhko, PCP","members_type":"PRO","new_member_date_2":"2025-09-30","paid_thru":"2026-09-30","cert_status":"ACTIVE","phone_2":"9052899167","province":"ON","cpa_certification":"PCP","language":"English","time_zone":"2","temp_do_id_for_auto_old_do_id":"LB2507625","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","last_act_type":"2026-12-01","date_of_renewal_identification":"2025-10-15","blocnote":"Oct 24 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-24T11:21:00-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","pcl_status":"P","pcl_completion_date":"2012-05-09","pf1_status":"P","pf1_completion_date":"2013-02-25","pf2_status":"P","pf2_completion_date":"2013-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-08-26","number_of_passed_courses":"4","trc":"True","wera":"False","old_do_id":"AST2292","npi_email_temp":"victoria_storozhko@hotmail.com","pcl_completion_date_5":"2017-05-09","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"43632","email":"tazeen.amir@cdicollege.ca","first_name":"Tazeen","last_name":"Amir","phone":"","orgname":"CDI College Scarborough Campus","customer_acct_name":"CDI College Scarborough Campus","tags":"WR250918, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Tazeen Amir","coidnewmbrdate":"2012-03-08","city_1":"Scarborough","province":"ON","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"355104","organization_id":"201903","language":"English","members_type":"CORP","paid_thru":"2026-07-31","last_act_type":"2025-09-16","company_paid_thru":"2026-07-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507443","temp_do_id_for_auto_old_do_id":"LB2507443","npi_email_temp":"tazeen.amir@cdicollege.ca","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","corp_cancel_date":"2023-10-03","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"43892","email":"shalini27694@gmail.com","first_name":"Shalini","last_name":"Ravindra","phone":"6475206257","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"328313","full_name":"Shalini Yadav Ravindra","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2023-08-23","paid_thru":"2025-07-31","phone_2":"6475206257","province":"ON","language":"English","do_id":"L25C7837","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25C7837","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":"2023-12-04","pf1_status":"P","pf1_completion_date":"2024-03-28","pf2_status":"P","pf2_completion_date":"2024-10-02","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC Nov 12 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T14:11:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"shalini27694@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"44979","email":"mabelc@heiltsukhealth.com","first_name":"Mabel","last_name":"Carpenter","phone":"2509572308","orgname":"Hailika'as Heiltsuk-Health Centre","customer_acct_name":"Hailika'as Heiltsuk-Health Centre","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"212906","full_name":"Mabel Carpenter","members_type":"CORP","organization_id":"69286","pcl_status":"F","pcl_completion_date":"2019-11-21","trc":"False","wera":"False","province":"BC","last_act_type":"2024-12-11","language":"English","last_infoline_date_type":"2024-07-26","last_conf_date_type":"2021-06-09","corp_cancel_date":"2025-09-02","extension_phone_1":"224","do_id":"L25O2758","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2758","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"mabelc@heiltsukhealth.com","pcl_completion_date_5":"2024-11-21","company_paid_thru":"2025-08-31","latest_paid_thru":"2025-08-31","formatted_paid_thru":"31\/08\/2025","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43361","email":"eckerr88@hotmail.com","first_name":"Colette","last_name":"Kerr","phone":"5198071261","orgname":"Colette Kerr","customer_acct_name":"Colette Kerr","tags":"npiAlert12, npiAlert13, 250918 new lapsed, NPI LN sent to TM, 250919 NPI LN sent to TM, TMAI","ip4":"10.13.132.144","fields":{"individual_id":"95859","full_name":"Colette Kerr","members_type":"AST","canceldate":"2024-06-04","new_member_date_2":"2023-04-14","paid_thru":"2024-03-31","phone_2":"5198071261","province":"ON","language":"English","pds_august":"6","do_id":"L25A2072","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A2072","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"02","blocnote":"LN Sept 30 2025 Survey completed She is on sabbatical now so that is why she did not renew. She said she hopes to be a member again in a year or less.\r\nLN \/ 31 October 2025 VM\n2026 May 08 contact agreed to renew and was sent the application form - NPI# 43361","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:57-04:00","temp_intcode_for_auto_old_int_code":"02","sendapplicationform":"2026-05-08T10:54:00-04:00","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":"Yes","notrenewedother":"On sabbatical","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 because not working for the year.","npivaluenotdelivered":"No","careerchange":"Yes","careerchangespecify":"On sabbatical","hardtoparticipateevents":"No","mini_nps":"5","age_range":"61+","selfpayrollproficiency":"Strong","old_int_code":"10","pds_september":"6","last_infoline_date_type":"2022-04-18","last_act_type":"2023-04-14","pcl_status":"P","pcl_completion_date":"2006-07-21","pf1_status":"P","pf1_completion_date":"2014-03-19","number_of_passed_courses":"2","pds_october":"6","trc":"False","wera":"False","pds_november":"6","npi_email_temp":"eckerr88@hotmail.com","pcl_completion_date_5":"2011-07-21","formatted_paid_thru":"31\/03\/2024","latest_paid_thru":"2024-03-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:06:57-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent contacted Colette to discuss her lapsed Associate membership with the National Payroll Institute. Colette expressed satisfaction with her membership and agreed to renew. The agent confirmed her email and sent the Associate Membership application form.","aitm_callsummarytitle":"Membership Renewal Agreement with Colette","initialvalue":"Seminar","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_426e9202e5123cda29e3c9dff99","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_426e9202e5123cda29e3c9dff99","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"44995","email":"will@keycontact.com","first_name":"Will","last_name":"Payne","phone":"5194523000","orgname":"Parnall Mailing Corp.","customer_acct_name":"Parnall Mailing Corp.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"200023","full_name":"Will Payne","members_type":"CORP","paid_thru":"2024-05-31","organization_id":"200012","trc":"False","wera":"False","province":"ON","last_act_type":"2021-08-16","language":"English","last_infoline_date_type":"2021-08-16","corp_cancel_date":"2024-08-02","do_id":"L25O2760","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2760","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"will@keycontact.com","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","company_paid_thru":"2024-05-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43773","email":"elizabethsee22@gmail.com","first_name":"Jun","last_name":"See","phone":"6042567533","orgname":"BGC Engineering Inc.","customer_acct_name":"BGC Engineering Inc.","tags":"npiAlert13, 251002 New Lapsed, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"279017","full_name":"Jun Hui See","members_type":"PRO","canceldate":"2025-10-01","new_member_date_2":"2019-08-20","paid_thru":"2025-07-31","cert_status":"WITHDRAWN","phone_2":"7789393726","province":"BC","cpa_certification":"PCP","language":"English","do_id":"L25P2545","lead_status":"Lapsed Member","time_zone":"5","temp_do_id_for_auto_old_do_id":"L25P2545","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_infoline_date_type":"2023-06-27","last_act_type":"2025-12-30","intcode":"06","blocnote":"LN Oct 21 2025 vm\n2026 May 12 call reached voicemail, no contact made\n2026 May 12 call reached voicemail, no contact made\n2026 May 14 - reached voicemail, no message left\n2026 May 14 - Reached voicemail; no message left\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail.\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:08-04:00","temp_intcode_for_auto_old_int_code":"06","pcl_status":"P","pcl_completion_date":"2019-11-10","pf1_status":"P","pf1_completion_date":"2020-03-01","pf2_status":"P","pf2_completion_date":"2020-10-18","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":"elizabethsee22@gmail.com","pcl_completion_date_5":"2024-11-10","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","thewithdrawaldate":"2025-10-01","aitm_status_called":"2026-05-21T12:47:10-04:00","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","mini_nps":"3","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_613e5864b9b29d575c1897c080a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_613e5864b9b29d575c1897c080a","onesentencenotrenewed":"Contact not reached; voicemail.","initialvalue":"Other","othermemberbenefit":"Not provided","prootherreasonsnottorenew":"Not applicable - contact not reached","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"43325","email":"alycya79@yahoo.com","first_name":"Alice","last_name":"Diniega","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"323910","full_name":"Alice Diniega","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2023-07-17","paid_thru":"2025-06-30","phone_2":"6478910975","province":"ON","language":"English","do_id":"L25C6139","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C6139","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-06-28","pcl_status":"F","pcl_completion_date":"2023-09-28","pf1_status":"F","pf1_completion_date":"2023-06-30","pf2_status":"P","pf2_completion_date":"2023-07-16","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T09:25:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"alycya79@yahoo.com","pcl_completion_date_5":"2028-09-28","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"45144","email":"wendyhowell00@gmail.com","first_name":"Wendy","last_name":"Howell","phone":"4165978109","orgname":"InterContinental Toronto Centre","customer_acct_name":"InterContinental Toronto Centre","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"223246","full_name":"Wendy Howell","members_type":"CORP","paid_thru":"2024-06-30","phone_2":"4167997234","organization_id":"7522","pcl_status":"P","pcl_completion_date":"2014-07-10","pf1_status":"F","pf1_completion_date":"2019-02-24","trc":"False","wera":"False","province":"ON","last_act_type":"2019-02-26","language":"English","corp_cancel_date":"2024-09-04","do_id":"L25O2780","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2780","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"wendyhowell00@gmail.com","pcl_completion_date_5":"2019-07-10","formatted_paid_thru":"30\/06\/2024","latest_paid_thru":"2024-06-30","company_paid_thru":"2024-06-30","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"44765","email":"sadiailyas41@gmail.com","first_name":"Sadia","last_name":"Ilyas","phone":"","orgname":"","customer_acct_name":"","tags":"251210 New Ast, TMAI","ip4":"10.13.130.35","fields":{"individual_id":"285548","full_name":"Sadia Ilyas","members_type":"AST","canceldate":"2026-04-02","new_member_date_2":"2020-02-11","paid_thru":"2026-01-31","phone_2":"7802033732","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2020-05-31","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":"2021-07-19","trc":"True","wera":"False","cpa_certification":"PCP","province":"AB","language":"English","do_id":"L25A02990","number_of_passed_courses":"4","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A02990","pipeline_2_members_only_ast":"","npi_email_temp":"sadiailyas41@gmail.com","old_do_id":"AST2562","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T18:22:45-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T17:11:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent successfully reached Sadia 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 the first question was asked.","aitm_callsummarytitle":"Initial contact and first survey question asked","blocnote":"2026 May 08 voicemail reached, message left for Sadia\n2026 May 11 call reached voicemail, message left\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call started, agent reached Sadia, first question asked, call ended early","notrenewedwanttorenew":"No","intcode":"15","npi_voicemaildetection":"No","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"15","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6af8606ccad1827cfff7319e0b1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6af8606ccad1827cfff7319e0b1","mini_nps":"3","old_int_code":"06","number_of_calls_reached":"1","last_act_type":"2025-02-20"}},"seriesid":"163"}
{"contact":{"id":"43599","email":"kedwards@sterlingcrane.com","first_name":"Kelly","last_name":"Edwards","phone":"7804404434","orgname":"Sterling Crane Canada","customer_acct_name":"Sterling Crane Canada","tags":"npiAlert9, npiAlert11, WR250918, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Kelly Edwards","coidnewmbrdate":"2021-04-06","city_1":"Edmonton","province":"AB","found":"DO4 Company","lead_status":"Not Relevant","date_of_renewal_identification":"","pipeline_1_lapsed_members":"","individual_id":"354900","organization_id":"39330","language":"English","members_type":"CORP","paid_thru":"2027-05-31","company_paid_thru":"2027-05-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","temp_do_id_for_auto_old_do_id":"L25O05339","npi_email_temp":"kedwards@sterlingcrane.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-04-07","old_do_id":"L25O05339","time_zone":"4","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","do_id":"","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"43932","email":"topejoseph022@outlook.com","first_name":"Temitope","last_name":"Joseph","phone":"6478038673","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"339164","full_name":"Temitope Joseph","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-23","paid_thru":"2025-07-31","phone_2":"6478038673","province":"ON","language":"English","do_id":"L25C7877","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25C7877","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-08-23","pcl_status":"P","pcl_completion_date":"2024-12-02","number_of_passed_courses":"1","blocnote":"Nov 19 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T09:56:00-05:00","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":"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 couldn't afford it anymore","npivaluenotdelivered":"No","npivaluenotdeliveredspecify":"","careerchange":"Yes","careerchangespecify":"I am  not a payroll professional like before","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"9","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":"topejoseph022@outlook.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"45050","email":"mbenkadhi@belong.ca","first_name":"Marion","last_name":"Kadhi","phone":"5143903216","orgname":"B\u00e9langer, Longtin, S.E.N.C.R.L.","customer_acct_name":"B\u00e9langer, Longtin, S.E.N.C.R.L.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"303190","full_name":"Marion Ben Kadhi","members_type":"CORP","paid_thru":"2024-05-31","organization_id":"200155","trc":"False","wera":"False","province":"QC","last_act_type":"2021-07-20","language":"French","corp_cancel_date":"2024-08-02","do_id":"L25O3512","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3512","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"mbenkadhi@belong.ca","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","company_paid_thru":"2024-05-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43573","email":"rhoebyalva@yahoo.com","first_name":"Rhoeby","last_name":"Ebreo","phone":"4039263370","orgname":"","customer_acct_name":"","tags":"250918 new lapsed","ip4":"0.0.0.0","fields":{"individual_id":"315329","full_name":"Rhoeby Ebreo","members_type":"CAND","canceldate":"2023-10-03","new_member_date_2":"2022-08-08","paid_thru":"2023-07-31","phone_2":"4039263370","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":"LB2506959","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C6116","last_act_type":"2022-06-08","pcl_status":"P","pcl_completion_date":"2022-10-24","pf1_status":"P","pf1_completion_date":"2022-12-25","pf2_status":"P","pf2_completion_date":"2023-02-26","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2506959","npi_email_temp":"rhoebyalva@yahoo.com","pcl_completion_date_5":"2027-10-24","formatted_paid_thru":"31\/07\/2023","latest_paid_thru":"2023-07-31"}},"seriesid":"163"}
{"contact":{"id":"43759","email":"chenling_86@outlook.com","first_name":"Ling","last_name":"Chen","phone":"","orgname":"","customer_acct_name":"","tags":"251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"303521","full_name":"Ling Chen","members_type":"CAND","new_member_date_2":"2021-08-06","paid_thru":"2026-07-31","cert_status":"PENDING","phone_2":"236818330","province":"BC","cpa_certification":"PCP","language":"English","extension_phone_2":"1","lead_status":"Refused","time_zone":"5","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_do_id_for_auto_old_do_id":"LB2504733","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C7954","last_act_type":"2025-03-10","pcl_status":"P","pcl_completion_date":"2021-10-24","pf1_status":"P","pf1_completion_date":"2021-11-28","pf2_status":"P","pf2_completion_date":"2022-01-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-03-24","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"LB2504733","npi_email_temp":"chenling_86@outlook.com","pcl_completion_date_5":"2026-10-24","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"45107","email":"no-email606@ler.com","first_name":"Payroll","last_name":"Department","phone":"5193573450","orgname":"Wescast Industries Inc.","customer_acct_name":"Wescast Industries Inc.","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"323447","full_name":"Payroll Department","members_type":"CORP","paid_thru":"2023-05-31","organization_id":"9515","trc":"False","wera":"False","province":"ON","language":"English","corp_cancel_date":"2023-08-02","do_id":"L25O4286","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","temp_do_id_for_auto_old_do_id":"L25O4286","npi_email_temp":"no-email606@ler.com","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","company_paid_thru":"2023-05-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43499","email":"kim.ford@live.ca","first_name":"Kim","last_name":"Ford","phone":"9059994643","orgname":"Ontario Line Clearing","customer_acct_name":"Ontario Line Clearing","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"319490","full_name":"Kim Ford","members_type":"CAND","canceldate":"2024-02-03","new_member_date_2":"2022-12-06","paid_thru":"2023-11-30","province":"ON","language":"English","do_id":"LB2505885","time_zone":"2","lead_status":"Refused","temp_do_id_for_auto_old_do_id":"LB2505885","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","last_act_type":"2022-05-12","pcl_status":"F","pcl_completion_date":"2023-04-09","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"LNC Dec 3 2025 She said she let lapse because she is no longer pursuing a payroll career","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:18:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C6046","npi_email_temp":"kim.ford@live.ca","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"30\/11\/2023","latest_paid_thru":"2023-11-30"}},"seriesid":"163"}
{"contact":{"id":"44112","email":"rmorris@onwa.ca","first_name":"Rebekka","last_name":"Morris","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"342602","full_name":"Rebekka Morris","members_type":"CORP","canceldate":"2025-11-04","paid_thru":"2027-03-31","phone_2":"8077071298","pcl_status":"P","pcl_completion_date":"2024-12-25","pf1_status":"P","pf1_completion_date":"2025-03-20","province":"ON","last_act_type":"2025-01-29","language":"English","last_infoline_date_type":"2025-01-29","do_id":"L25C8249","number_of_passed_courses":"2","time_zone":"2","lead_status":"Renewed Lapsed","temp_do_id_for_auto_old_do_id":"L25C8249","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","trc":"True","wera":"False","npi_email_temp":"rmorris@onwa.ca","organization_id":"361840","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pcl_completion_date_5":"2029-12-25","formatted_paid_thru":"31\/03\/2027","company_paid_thru":"2027-03-31","latest_paid_thru":"2027-03-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"43744","email":"tzarowny@mcsnet.ca","first_name":"Gloria","last_name":"Zarowny","phone":"7807246316","orgname":"E-Can Oilfield Services LP","customer_acct_name":"E-Can Oilfield Services LP","tags":"npiAlert13, 251002 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"236322","full_name":"Gloria Zarowny","members_type":"PRO","canceldate":"2025-10-01","new_member_date_2":"2015-08-17","paid_thru":"2025-07-31","cert_status":"WITHDRAWN","phone_2":"7807244374","province":"AB","cpa_certification":"PCP","language":"English","do_id":"L25P2531","lead_status":"Lapsed Member","time_zone":"4","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P2531","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_infoline_date_type":"2018-11-22","last_act_type":"2025-12-30","intcode":"06","blocnote":"LN Oct 21 2025 Survey completed She said did not use enough because has issues logging on.\n2026 May 25 call forwarded to voicemail for Gloria Zarani\n2026 May 25 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:08-04:00","temp_intcode_for_auto_old_int_code":"06","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 for the education to increase my knowledge.","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 issues signing on last year and this year.","expectationsnotmet":"Yes","expectationsnotmetspecify":"Before we use to get a template for deductions. Now we get a magazine.  The info is too urban for where I live.","membershipcost":"No","npivaluenotdelivered":"Yes","npivaluenotdeliveredspecify":"I can access info on line.","careerchange":"No","hardtoparticipateevents":"Yes","hardtoparticipateeventsspecify":"Because you have to pay for all activities.","engagingstrategiesspecify":"Upgrading the rules and regulations each year.","mini_nps":"3","age_range":"Above 61 years","selfpayrollproficiency":"Advance","old_int_code":"01","pcl_status":"P","pcl_completion_date":"2015-12-07","pf1_status":"P","pf1_completion_date":"2017-02-19","pf2_status":"P","pf2_completion_date":"2017-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-09-13","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"tzarowny@mcsnet.ca","pcl_completion_date_5":"2020-12-07","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","thewithdrawaldate":"2025-10-01","aitm_status_called":"2026-05-25T13:22:07-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call reached voicemail and no conversation with the contact occurred.","aitm_callsummarytitle":"Voicemail reached, no contact","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0e98d9945b860b636f4206a3ca2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0e98d9945b860b636f4206a3ca2","number_of_total_call_attempts":"2"}},"seriesid":"163"}
{"contact":{"id":"44018","email":"shifurr@opentext.com","first_name":"Shifur","last_name":"Rahman","phone":"5198887111","orgname":"Open Text Co.","customer_acct_name":"Open Text Co.","tags":"npiAlert13, WR251008, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Shifur Rahman, None","city_1":"Richmond Hill","found":"DO4 Phone","lead_status":"Lapsed Member","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"355661","coidnewmbrdate":"1996-01-01","language":"English","company_paid_thru":"2027-01-31","members_type":"CORP","time_zone":"2","pipeline_2_members_only_ast":"","last_act_type":"2026-01-23","number_of_passed_courses":"0","pds_october":"3","trc":"False","wera":"False","pds_november":"3","do_id":"L25O04769","temp_do_id_for_auto_old_do_id":"L25O04769","npi_email_temp":"shifurr@opentext.com","ln_entered_date":"2026-05-27","old_do_id":"LB2507214","intcode":"99","temp_intcode_for_auto_old_int_code":"99","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
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{"contact":{"id":"43614","email":"kim.pabilando@calgary.ca","first_name":"Kim","last_name":"Pabilando","phone":"","orgname":"The City of Calgary","customer_acct_name":"The City of Calgary","tags":"WR250918, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Kim Pabilando","coidnewmbrdate":"1981-01-03","city_1":"Calgary","province":"AB","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"354956","organization_id":"6150","language":"English","members_type":"CORP","paid_thru":"2027-04-30","company_paid_thru":"2027-04-30","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2505888","temp_do_id_for_auto_old_do_id":"LB2505888","npi_email_temp":"kim.pabilando@calgary.ca","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"43529","email":"mannpandya2509@gmail.com","first_name":"Mann","last_name":"Pandya","phone":"7055429798","orgname":"Steamoji","customer_acct_name":"Steamoji","tags":"npiAlert13, 250918 new lapsed","ip4":"0.0.0.0","fields":{"individual_id":"330401","full_name":"Mann Pandya","members_type":"CAND","canceldate":"2025-09-03","paid_thru":"2025-06-30","phone_2":"7055429798","province":"SK","language":"English","time_zone":"3","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"L25C6074","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"","last_act_type":"2025-04-16","pcl_status":"P","pcl_completion_date":"2024-11-01","pf1_status":"P","pf1_completion_date":"2025-03-25","number_of_passed_courses":"2","trc":"True","wera":"False","npi_email_temp":"mannpandya2509@gmail.com","old_do_id":"L25C6074","pcl_completion_date_5":"2029-11-01","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"43964","email":"ebarter408@gmail.com","first_name":"Ethan","last_name":"Barter","phone":"5066330833","orgname":"725371 NB Inc. O\/a Century Subaru","customer_acct_name":"725371 NB Inc. O\/a Century Subaru","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340555","full_name":"Ethan Barter","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-07","paid_thru":"2025-07-31","phone_2":"5062855574","province":"NB","language":"English","do_id":"L25C7909","lead_status":"Lapsed Member","time_zone":"1","temp_do_id_for_auto_old_do_id":"L25C7909","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-06-08","pcl_status":"F","pcl_completion_date":"2024-10-16","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"10","blocnote":"LNC Dec 3 2025 not available","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:49:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","npi_email_temp":"ebarter408@gmail.com","pcl_completion_date_5":"2029-10-16","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"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":"2024-02-12","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","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"43799","email":"dawnewilson28@gmail.com","first_name":"Dawne","last_name":"Wilson","phone":"4035368121","orgname":"Calgary John Howard Society","customer_acct_name":"Calgary John Howard Society","tags":"251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"316107","full_name":"Dawne Wilson","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2022-08-30","paid_thru":"2025-07-31","phone_2":"4032548966","province":"AB","language":"English","lead_status":"Refused","time_zone":"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":"LB2504894","temp_intcode_for_auto_old_int_code":"21","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","old_do_id":"L25C7745","last_act_type":"2024-07-23","pcl_status":"P","pcl_completion_date":"2022-12-18","pf1_status":"F","pf1_completion_date":"2024-05-01","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2504894","npi_email_temp":"dawnewilson28@gmail.com","pcl_completion_date_5":"2027-12-18","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43521","email":"randelami@hotmail.com","first_name":"Daniel","last_name":"Lamirande","phone":"2047867923","orgname":"Monarch Industries Limited","customer_acct_name":"Monarch Industries Limited","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"329219","full_name":"Daniel Lamirande","members_type":"CAND","canceldate":"2024-12-04","new_member_date_2":"2023-10-06","paid_thru":"2024-09-30","phone_2":"4313737203","province":"MB","language":"English","do_id":"L25C6066","time_zone":"3","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C6066","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2023-06-10","pcl_status":"P","pcl_completion_date":"2024-02-05","number_of_passed_courses":"1","intcode":"06","blocnote":"Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T16:21:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"randelami@hotmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"44000","email":"nathalie.dufort@soucy-group.com","first_name":"Nathalie","last_name":"Dufort","phone":"4504362433","orgname":"Soucy Plastiques Inc.","customer_acct_name":"Soucy Plastiques Inc.","tags":"npiAlert11, npiAlert13, WR251001, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Nathalie Dufort","members_type":"CORP","coidnewmbrdate":"2009-06-26","city_1":"Saint-J\u00e9r\u00f4me","found":"DO4 Domain","lead_status":"Lapsed Member","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"355355","paid_thru":"2026-05-31","language":"English","company_paid_thru":"2027-05-31","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"L25O05345","temp_do_id_for_auto_old_do_id":"L25O05345","npi_email_temp":"nathalie.dufort@soucy-group.com","pipeline_2_members_only_ast":"","ln_entered_date":"2026-05-27","old_do_id":"LB2506584","time_zone":"2","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","last_act_type":"2026-09-04"}},"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":"2025-04-05","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","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"43628","email":"snchagani@calgary.ca","first_name":"Shamir","last_name":"Chagani","phone":"","orgname":"The City of Calgary","customer_acct_name":"The City of Calgary","tags":"WR250918, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Shamir Chagani","coidnewmbrdate":"1981-01-03","city_1":"Calgary","province":"AB","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"354970","organization_id":"6150","language":"English","members_type":"CORP","paid_thru":"2027-04-30","company_paid_thru":"2027-04-30","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2507271","temp_do_id_for_auto_old_do_id":"LB2507271","npi_email_temp":"snchagani@calgary.ca","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"43984","email":"cedrick07@hotmail.com","first_name":"C\u00e9drick","last_name":"Drouin","phone":"4503751515","orgname":"Impartition Comptable BCG Inc.","customer_acct_name":"Impartition Comptable BCG Inc.","tags":"WR251001","ip4":"0.0.0.0","fields":{"full_name":"C\u00e9drick Drouin","members_type":"CAND","city_1":"St-Joachim-de-Shefford","province":"QC","phone_2":"8192398544","found":"DO4 Phone","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2025-10-03","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"353276","new_member_date_2":"2025-09-22","paid_thru":"2026-08-31","last_act_type":"2025-09-10","language":"French","last_infoline_date_type":"2025-09-10","pcl_status":"P","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","temp_do_id_for_auto_old_do_id":"LB2504693","npi_email_temp":"cedrick07@hotmail.com","pf1_status":"E","pcl_completion_date":"2026-02-03","pcl_completion_date_5":"2031-02-03","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"44036","email":"ladan.aslani@gmail.com","first_name":"Ladan","last_name":"Aslani","phone":"4167324272","orgname":"Home","customer_acct_name":"Home","tags":"NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"355539","full_name":"Ladan Aslani","members_type":"CAND","canceldate":"2025-10-09","new_member_date_2":"2025-09-30","phone_2":"4167324272","province":"ON","last_act_type":"2025-10-16","language":"English","do_id":"L25C7962","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C7962","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Dec 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:52:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ladan.aslani@gmail.com"}},"seriesid":"163"}
{"contact":{"id":"46536","email":"adamsl@wocrc.ca","first_name":"Lisa","last_name":"Adams","phone":"6135913686","orgname":"Western Ottawa Community Resource Centre","customer_acct_name":"Western Ottawa Community Resource Centre","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"244024","full_name":"Lisa Adams","members_type":"CORP","paid_thru":"2024-05-31","organization_id":"199185","pcl_status":"F","pcl_completion_date":"2017-12-24","trc":"False","wera":"False","province":"ON","last_act_type":"2024-07-23","language":"English","last_infoline_date_type":"2023-04-24","corp_cancel_date":"2024-08-02","extension_phone_1":"274","do_id":"L25O2978","number_of_passed_courses":"0","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":"L25O2978","npi_email_temp":"adamsl@wocrc.ca","pcl_completion_date_5":"2022-12-24","formatted_paid_thru":"31\/05\/2024","latest_paid_thru":"2024-05-31","company_paid_thru":"2024-05-31","blocnote":"May 25 ask for Chloe","company_status":"I"}},"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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43945","email":"neissrene@gmail.com","first_name":"Neissah","last_name":"Rene","phone":"6477024929","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340517","full_name":"Neissah Rene","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-06","paid_thru":"2025-07-31","phone_2":"6477024929","province":"ON","language":"English","do_id":"L25C7890","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25C7890","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2025-11-09","pcl_status":"F","pcl_completion_date":"2025-03-17","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:39:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"neissrene@gmail.com","pcl_completion_date_5":"2030-03-17","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"45033","email":"chuisman@smithers.ca","first_name":"Codie-Ann","last_name":"Huisman","phone":"2508471630","orgname":"Town of Smithers","customer_acct_name":"Town of Smithers","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"303065","full_name":"Codie-Ann Huisman","members_type":"CORP","paid_thru":"2025-06-30","organization_id":"302906","trc":"False","wera":"False","province":"BC","last_act_type":"2025-08-18","language":"English","last_infoline_date_type":"2023-07-20","corp_cancel_date":"2025-09-03","do_id":"L25O3510","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3510","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"chuisman@smithers.ca","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","company_paid_thru":"2025-06-30","blocnote":"May 27 vm","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43594","email":"cwithers@esphosp.on.ca","first_name":"Colin","last_name":"Withers","phone":"","orgname":"Espanola General Hospital","customer_acct_name":"Espanola General Hospital","tags":"WR250918","ip4":"0.0.0.0","fields":{"full_name":"Colin Withers","city_1":"Espanola","province":"ON","found":"DO4 Phone","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2025-09-22","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"354222","new_member_date_2":"2025-08-27","paid_thru":"2026-07-31","language":"English","members_type":"CAND","last_act_type":"2025-08-26","pcl_status":"P","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pcl_completion_date":"2025-12-02","temp_do_id_for_auto_old_do_id":"LB2504835","npi_email_temp":"cwithers@esphosp.on.ca","pcl_completion_date_5":"2030-12-02","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"44174","email":"singh.malvika11@gmail.com","first_name":"Malvika","last_name":"Singh","phone":"6139858706","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341134","full_name":"Malvika Singh","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-06","paid_thru":"2025-08-31","phone_2":"6139858706","pcl_status":"P","pcl_completion_date":"2024-12-12","province":"ON","last_act_type":"2024-09-17","language":"English","do_id":"L25C8283","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":"L25C8283","trc":"True","wera":"False","intcode":"10","blocnote":"LNC Dec 9 2025","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T11:41:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","npi_email_temp":"singh.malvika11@gmail.com","pcl_completion_date_5":"2029-12-12","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"44155","email":"dhillonrajbir363@gmail.com","first_name":"Rajbir","last_name":"Dhillon","phone":"","orgname":"TGL Group CPA","customer_acct_name":"TGL Group CPA","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342904","full_name":"Rajbir Dhillon","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-30","paid_thru":"2025-08-31","phone_2":"6043756965","pcl_status":"F","pcl_completion_date":"2024-12-20","province":"BC","last_act_type":"2025-11-28","language":"English","do_id":"L25C8272","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":"L25C8272","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"dhillonrajbir363@gmail.com","pcl_completion_date_5":"2029-12-20","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"43777","email":"ilovenorwex@yahoo.ca","first_name":"Robin","last_name":"Nogue","phone":"3064633931","orgname":"Living Skies Housing Authority (LSHA)","customer_acct_name":"Living Skies Housing Authority (LSHA)","tags":"npiAlert13, 251002 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"291445","full_name":"Robin Nogue","members_type":"PRO","canceldate":"2025-10-01","new_member_date_2":"2020-08-17","paid_thru":"2025-07-31","cert_status":"WITHDRAWN","province":"SK","cpa_certification":"PCP","language":"English","do_id":"L25P2547","lead_status":"Lapsed Member","time_zone":"3","temp_do_id_for_auto_old_do_id":"L25P2547","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2025-12-30","intcode":"0","blocnote":"LN Oct 21 2025 vm\n2026 May 11 contact informed Robin is no longer at this location, no new contact info provided","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T16:18:42-04:00","temp_intcode_for_auto_old_int_code":"08","pcl_status":"P","pcl_completion_date":"2022-05-15","pf1_status":"P","pf1_completion_date":"2022-09-04","pf2_status":"P","pf2_completion_date":"2022-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-07-27","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ilovenorwex@yahoo.ca","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","thewithdrawaldate":"2025-10-01","aitm_status_called":"2026-05-11T16:18:42-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Robin but was informed by the respondent that Robin is no longer at that location 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","old_int_code":"08","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d30fff0e9fcbbf50d8c726e0723","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d30fff0e9fcbbf50d8c726e0723","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"44042","email":"angela_palmateer@yahoo.ca","first_name":"Angela","last_name":"Palmateer","phone":"","orgname":"","customer_acct_name":"","tags":"251024 New AST","ip4":"0.0.0.0","fields":{"individual_id":"26304","full_name":"Angela Palmateer, PLP","members_type":"PRO","canceldate":"2007-09-04","new_member_date_2":"2025-10-23","paid_thru":"2026-09-30","cert_status":"ACTIVE","phone_2":"6472123143","province":"ON","cpa_certification":"CPM","last_act_type":"2026-12-01","language":"English","lead_status":"Not Relevant","time_zone":"2","temp_do_id_for_auto_old_do_id":"LB2504318","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","number_of_passed_courses":"0","trc":"False","wera":"False","old_do_id":"AST2392","npi_email_temp":"angela_palmateer@yahoo.ca","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"43646","email":"philipbutler07@gmail.com","first_name":"Philip","last_name":"Butler","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"AI Contacts sent to TM 2026, 250926 New AST, WRA251001, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"344878","full_name":"Philip Butler","members_type":"AST","new_member_date_2":"2025-09-19","paid_thru":"2026-08-31","cert_status":"PENDING","phone_2":"9058697115","province":"ON","cpa_certification":"PCP","language":"English","time_zone":"2","do_id":"AST2340","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2340","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","last_act_type":"2025-09-19","city_1":"Hamilton","old_do_id":"AST2252","found":"DO4 Phone","date_of_renewal_identification":"2025-10-06","blocnote":"May 13 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:35:00-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","telemarketing_call_date":"2026-05-13","pcl_status":"P","pcl_completion_date":"2025-01-14","pf1_status":"P","pf1_completion_date":"2025-02-18","pf2_status":"P","pf2_completion_date":"2025-03-10","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":"2025-12-01T10:14:35-05:00","last_engaged_date":"2025-12-02","npi_email_temp":"philipbutler07@gmail.com","pcl_completion_date_5":"2030-01-14","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"44064","email":"bawestcott@hotmail.com","first_name":"Barbara","last_name":"Brinston","phone":"7097278879","orgname":"","customer_acct_name":"","tags":"251104 New AST, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"189527","full_name":"Barbara Brinston","members_type":"AST","canceldate":"2026-03-03","new_member_date_2":"2025-01-24","paid_thru":"2025-12-31","phone_2":"7097278879","pcl_status":"P","pcl_completion_date":"2012-01-03","pf1_status":"P","pf1_completion_date":"2012-05-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-04-02","province":"NL","last_act_type":"2025-01-24","language":"English","do_id":"L25A02922","lead_status":"Lapsed Member","number_of_passed_courses":"3","time_zone":"1","temp_do_id_for_auto_old_do_id":"L25A02922","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","blocnote":"Dec 9 2025 vm  Dec 15 2025 vm\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no human interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T14:06:41-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","trc":"False","wera":"False","npi_email_temp":"bawestcott@hotmail.com","ln_entered_date":"2026-03-04","old_do_id":"AST2428","pcl_completion_date_5":"2017-01-03","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-15T14:21:44-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was not answered by a human and went directly to voicemail.","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","session_id":"call_3ef0ec8402d655f9e5286fafe39","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_3ef0ec8402d655f9e5286fafe39","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"43844","email":"j791019@outlook.com","first_name":"Li","last_name":"Ho","phone":"6046841428","orgname":"Goldbeck Recruiting","customer_acct_name":"Goldbeck Recruiting","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"317983","full_name":"Li Chieh Ho","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-13","paid_thru":"2025-07-31","phone_2":"7787238482","province":"BC","language":"English","do_id":"L25C7789","lead_status":"Lapsed Member","time_zone":"5","temp_do_id_for_auto_old_do_id":"L25C7789","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-08-13","pcl_status":"P","pcl_completion_date":"2024-11-06","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T16:50:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"j791019@outlook.com","pcl_completion_date_5":"2029-11-06","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43555","email":"jacquesstlouis@hotmail.fr","first_name":"Jacques","last_name":"Louis","phone":"5148365560","orgname":"JN Comptabilit\u00e9 & Agence M\u00e9d.","customer_acct_name":"JN Comptabilit\u00e9 & Agence M\u00e9d.","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"327065","full_name":"Jacques St Louis","members_type":"AST","canceldate":"2024-11-02","new_member_date_2":"2023-09-14","paid_thru":"2024-08-31","phone_2":"5147675560","province":"QC","language":"French","do_id":"L25A2062","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A2062","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2023-07-11","number_of_passed_courses":"0","intcode":"07","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:07:33-04:00","temp_intcode_for_auto_old_int_code":"07","trc":"False","wera":"False","npi_email_temp":"jacquesstlouis@hotmail.fr","formatted_paid_thru":"31\/08\/2024","latest_paid_thru":"2024-08-31","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:33-04:00","number_of_call_attempts":"1","number_of_total_call_attempts":"1","blocnote":"2026-05-08 dial busy, phone:  +15148365560","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"06","retell_call_status":"not_connected","session_id":"call_b9dafc077edbfa28e6ca4ffdfb5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b9dafc077edbfa28e6ca4ffdfb5"}},"seriesid":"163"}
{"contact":{"id":"43697","email":"sunofsai@gmail.com","first_name":"Sundar","last_name":"Natarajan","phone":"3065103477","orgname":"Livestock Services of Saskatchewan","customer_acct_name":"Livestock Services of Saskatchewan","tags":"npiAlert1, npiAlert20, 251002 New AST, 2512 Active AST approached, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"341109","full_name":"Sundar Natarajan","members_type":"AST","new_member_date_2":"2024-12-18","paid_thru":"2025-11-30","phone_2":"3065103477","province":"SK","language":"English","time_zone":"3","do_id":"L25A02815","temp_do_id_for_auto_old_do_id":"L25A02815","lead_status":"Lapsed Member","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","last_act_type":"2024-12-18","sendaigeneral":"2025-10-27T10:11:00-04:00","blocnote":"Dec 10 2025 completed with renewal ( will renew soon)\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 voicemail reached, 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 voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made\n2026 Mar 11 call reached voicemail, no contact made","sendoctoberemail":"2025-10-27T10:11:48-04:00","sendaidate":"2025-10-27T10:11:48-04:00","extension_phone_1":"","email2":"","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T12:06:44-04:00","intcode":"06","full_name_2":" ","sendmayemail":"2025-10-27T10:12:00-04:00","value_designation":"No","mini_nps":"","testimonial":"","testimonialagree":"No","testimonialrefusal":"","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","telemarketing_call_date":"2025-10-27","old_int_code":"02","trc":"False","wera":"False","sendpreexpirationemail":"2025-12-10T11:54:00-05:00","sendapxapplicationform":"2025-12-10T11:54:00-05:00","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":"","npi_email_temp":"sunofsai@gmail.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST2309","aitm_status_called":"2026-03-11T12:16:45-04:00","number_of_call_attempts":"10","npi_transcriptsummary":"The call was made to the contact but reached voicemail and no conversation took place.","aitm_callsummarytitle":"Call reached voicemail","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","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"43547","email":"kaurkirandeep396@gmail.com","first_name":"Kirandeep","last_name":"Kaur","phone":"6479068774","orgname":"DGI Supply","customer_acct_name":"DGI Supply","tags":"npiAlert12, npiAlert13, 250918 new lapsed, NPI LN sent to TM, 250919 NPI LN sent to TM","ip4":"10.13.134.153","fields":{"individual_id":"326882","full_name":"Kirandeep Kaur","members_type":"PRO","canceldate":"2025-09-03","new_member_date_2":"2023-07-12","paid_thru":"2025-06-30","cert_status":"WITHDRAWN","phone_2":"6479068774","province":"ON","cpa_certification":"CPM","language":"English","do_id":"L25P2382","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P2382","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","sendapplicationform":"2025-09-30T14:27:00-04:00","dhmsfin_telemarketing_last_contacted_date":"2025-10-29T16:42:00-04:00","intcode":"02","blocnote":"LN Sept 30 2025 She said she stopped because she was laid off but is starting a new job soon. Sent membership renewal application email.\r\n21 October 2025 Either the line was cut while talking or she hung up\r\nLN \/ 29 October 2025 she just got a confirmation - she will renew max next week","temp_intcode_for_auto_old_int_code":"02","last_infoline_date_type":"2025-07-23","last_act_type":"2025-02-12","old_int_code":"06","last_engaged_date":"2025-10-23","pcl_status":"P","pcl_completion_date":"2023-11-06","pf1_status":"P","pf1_completion_date":"2024-02-20","pf2_status":"P","pf2_completion_date":"2024-05-23","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-03-15","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","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"kaurkirandeep396@gmail.com","pcl_completion_date_5":"2028-11-06","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
{"contact":{"id":"43820","email":"stellasolanki@hotmail.com","first_name":"Stella","last_name":"Solanki","phone":"","orgname":"","customer_acct_name":"","tags":"251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"315224","full_name":"Stella Solanki","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2022-08-04","paid_thru":"2025-07-31","cert_status":"PENDING","phone_2":"6477712501","province":"ON","cpa_certification":"PCP","language":"English","lead_status":"Refused","time_zone":"2","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_do_id_for_auto_old_do_id":"LB2507326","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C7765","last_act_type":"2024-07-23","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-05-16","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"LB2507326","npi_email_temp":"stellasolanki@hotmail.com","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"45150","email":"atang@genesisadvanced.com","first_name":"Anna","last_name":"Tang","phone":"7787264695","orgname":"Genesis Advanced Technology","customer_acct_name":"Genesis Advanced Technology","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"339583","full_name":"Anna Tang","members_type":"CORP","paid_thru":"2025-06-30","organization_id":"339582","trc":"False","wera":"False","province":"BC","last_act_type":"2024-08-07","language":"English","corp_cancel_date":"2025-09-03","extension_phone_1":"103","do_id":"L25O4035","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4035","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"atang@genesisadvanced.com","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","company_paid_thru":"2025-06-30","blocnote":"May 26 vm","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43467","email":"startgate.key@gmail.com","first_name":"Sam","last_name":"So","phone":"4167479661","orgname":"Fram Building Group","customer_acct_name":"Fram Building Group","tags":"250918 new lapsed","ip4":"0.0.0.0","fields":{"individual_id":"293311","full_name":"Sam So","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2021-07-05","paid_thru":"2025-06-30","phone_2":"4169392156","province":"ON","language":"English","extension_phone_1":"257","time_zone":"2","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":"LB2507321","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C6017","last_act_type":"2024-05-05","pf1_status":"F","pf1_completion_date":"2023-12-27","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2507321","npi_email_temp":"startgate.key@gmail.com","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30"}},"seriesid":"163"}
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{"contact":{"id":"43784","email":"colincona@gmail.com","first_name":"Rinko","last_name":"Nagaishi","phone":"6479479149","orgname":"","customer_acct_name":"","tags":"npiAlert13, 251002 New Lapsed, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"301030","full_name":"Rinko Nagaishi","members_type":"PRO","canceldate":"2025-10-01","new_member_date_2":"2022-08-05","paid_thru":"2025-07-31","cert_status":"WITHDRAWN","phone_2":"6479479149","province":"ON","cpa_certification":"PCP","language":"English","do_id":"L25P2550","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25P2550","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_infoline_date_type":"2024-07-31","last_act_type":"2025-12-30","intcode":"06","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:05-04:00","temp_intcode_for_auto_old_int_code":"06","pcl_status":"P","pcl_completion_date":"2022-02-16","pf1_status":"P","pf1_completion_date":"2022-06-05","pf2_status":"P","pf2_completion_date":"2022-10-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-04-04","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"colincona@gmail.com","pcl_completion_date_5":"2027-02-16","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","thewithdrawaldate":"2025-10-01","aitm_status_called":"2026-05-21T09:52:07-04:00","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","blocnote":"2026 May 15 - reached voicemail, no message left\n2026 May 15 - Reached voicemail; contact said cannot come to phone\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail\n2026 May 21 call reached voicemail, no human interaction","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not answer; voicemail reached.","initialvalue":"Other","age_range":"Preferred not to say","old_int_code":"10","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_1e0bb1cd435ba6190be48e58236","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1e0bb1cd435ba6190be48e58236","othermemberbenefit":"N\/A - no response","prootherreasonsnottorenew":"No response; voicemail reached","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"43470","email":"hushbrown8@yahoo.com","first_name":"Maria","last_name":"Pornea","phone":"","orgname":"","customer_acct_name":"","tags":"250918 new lapsed","ip4":"0.0.0.0","fields":{"individual_id":"314608","full_name":"Maria Leonora Pornea","members_type":"CAND","canceldate":"2023-09-02","new_member_date_2":"2022-07-11","paid_thru":"2023-06-30","phone_2":"3069301862","province":"SK","language":"English","time_zone":"3","lead_status":"Refused","intcode":"21","temp_do_id_for_auto_old_do_id":"LB2505429","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":"L25C6020","last_act_type":"2022-11-07","pcl_status":"P","pcl_completion_date":"2022-09-25","pf1_status":"P","pf1_completion_date":"2022-11-27","pf2_status":"P","pf2_completion_date":"2023-02-06","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2505429","npi_email_temp":"hushbrown8@yahoo.com","pcl_completion_date_5":"2027-09-25","formatted_paid_thru":"30\/06\/2023","latest_paid_thru":"2023-06-30"}},"seriesid":"163"}
{"contact":{"id":"43365","email":"katherynchic7@yahoo.ca","first_name":"Katheryn","last_name":"Chic","phone":"2045131170","orgname":"Nejmark Architect Inc","customer_acct_name":"Nejmark Architect 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":"239282","full_name":"Katheryn Chic","members_type":"PRO","canceldate":"2023-06-02","new_member_date_2":"2021-04-22","paid_thru":"2023-03-31","cert_status":"WITHDRAWN","phone_2":"2045131170","province":"MB","cpa_certification":"PCP","language":"English","time_zone":"3","lead_status":"Refused","temp_do_id_for_auto_old_do_id":"LB2505811","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","blocnote":"LN Sept 30 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-09-30T12:11:00-04:00","temp_intcode_for_auto_old_int_code":"21","last_act_type":"2023-08-31","pcl_status":"P","pcl_completion_date":"2016-01-24","pf1_status":"P","pf1_completion_date":"2016-02-28","pf2_status":"P","pf2_completion_date":"2016-04-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-04-07","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","onesentencenotrenewed":"PRO reached 3 years limit for renewal","old_int_code":"06","old_do_id":"L25P2348","do_id":"LB2505811","npi_email_temp":"katherynchic7@yahoo.ca","pcl_completion_date_5":"2021-01-24","formatted_paid_thru":"31\/03\/2023","latest_paid_thru":"2023-03-31"}},"seriesid":"163"}
{"contact":{"id":"43708","email":"amanda.verhoeve.95@gmail.com","first_name":"Amanda","last_name":"Verhoeve","phone":"5199833397","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340940","full_name":"Amanda Verhoeve","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-19","paid_thru":"2025-07-31","phone_2":"5199833397","province":"ON","language":"English","do_id":"L25C7932","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25C7932","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2025-06-05","pcl_status":"F","pcl_completion_date":"2025-01-07","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"Dec 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:21:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"amanda.verhoeve.95@gmail.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43851","email":"kamila.wojcik@electricalsafety.on.ca","first_name":"Kamila","last_name":"Wojcik","phone":"4165094158","orgname":"Electrical Safety Authority","customer_acct_name":"Electrical Safety Authority","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"328434","full_name":"Kamila Wojcik, MBA","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2023-08-28","paid_thru":"2025-07-31","phone_2":"4165094158","province":"ON","language":"English","do_id":"L25C7795","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25C7795","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-03-09","pcl_status":"P","pcl_completion_date":"2023-11-27","pf1_status":"P","pf1_completion_date":"2024-07-19","pf2_status":"P","pf2_completion_date":"2024-12-02","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC Nov 12 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T14:04:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"kamila.wojcik@electricalsafety.on.ca","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
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{"contact":{"id":"44026","email":"shelleyb@you.ca","first_name":"Shelley","last_name":"Bolger","phone":"5194321112","orgname":"Youth Opportunities Unlimited","customer_acct_name":"Youth Opportunities Unlimited","tags":"npiAlert12, 251015 New AST, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"individual_id":"329187","full_name":"Shelley Bolger","members_type":"AST","new_member_date_2":"2025-10-14","paid_thru":"2026-09-30","phone_2":"5198714440","province":"ON","last_act_type":"2025-12-12","language":"English","last_infoline_date_type":"2025-12-12","extension_phone_1":"283","do_id":"AST2380","time_zone":"2","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2380","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member to be called","number_of_passed_courses":"0","sendcandapplicationform":"2025-11-25T16:24:00-05:00","sendwelcomeapplicationform":"2025-11-10T09:21:00-05:00","blocnote":"Nov 10 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T09:23:00-05:00","onesentencenotrenewed":"","intcode":"25","source_of_membership":"Other","source_of_membership_other":"was a member before","job_title":"PayrollAdmin","payroll_experience_in_years":"2-5","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":"No","temp_intcode_for_auto_old_int_code":"25","telemarketing_call_date":"2025-11-10","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:14:45-05:00","npi_email_temp":"shelleyb@you.ca","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"44119","email":"jiatang@hotmail.com","first_name":"Jia","last_name":"Tang","phone":"5149526999","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341658","full_name":"Jia Tang","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-03","paid_thru":"2025-08-31","phone_2":"5149526999","pcl_status":"P","pcl_completion_date":"2024-11-19","province":"QC","last_act_type":"2024-01-09","language":"English","do_id":"L25C8253","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8253","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"06","blocnote":"LNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T11:08:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jiatang@hotmail.com","pcl_completion_date_5":"2029-11-19","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"43856","email":"tushyaajain@gmail.com","first_name":"Tushya","last_name":"Jain","phone":"6476854273","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"339551","full_name":"Tushya Jain","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-13","paid_thru":"2025-07-31","phone_2":"6476854273","province":"ON","language":"English","do_id":"L25C7799","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25C7799","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-10-15","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","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC Nov 12 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T14:05:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"tushyaajain@gmail.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43579","email":"ocapiz02@gmail.com","first_name":"Olive","last_name":"Capiz","phone":"7803790427","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"343286","full_name":"Olive Capiz","members_type":"CAND","canceldate":"2025-09-03","new_member_date_2":"2024-10-09","paid_thru":"2025-09-30","phone_2":"7803790427","province":"AB","language":"English","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C07987","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2025-03-09","do_id":"L25C07987","old_do_id":"L25C6123","pcl_status":"P","pcl_completion_date":"2025-02-19","pf1_status":"P","pf1_completion_date":"2025-06-23","pf2_status":"P","pf2_completion_date":"2025-08-06","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC \/ 11 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T17:24:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"ocapiz02@gmail.com","pcl_completion_date_5":"2030-02-19","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30"}},"seriesid":"163"}
{"contact":{"id":"43788","email":"sunyan626@hotmail.com","first_name":"Yan","last_name":"Sun","phone":"4037053247","orgname":"Unison","customer_acct_name":"Unison","tags":"npiAlert13, 251002 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"298072","full_name":"Yan Sun","members_type":"PRO","canceldate":"2025-10-01","new_member_date_2":"2021-02-16","paid_thru":"2025-07-31","cert_status":"WITHDRAWN","phone_2":"4033390981","province":"AB","cpa_certification":"PCP","language":"English","do_id":"L25P2552","lead_status":"Lapsed Member","time_zone":"4","temp_do_id_for_auto_old_do_id":"L25P2552","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2025-12-30","intcode":"0","blocnote":"LN Oct 21 2025 Yan \/ Anna Sun no longer works there.\n2026 May 25 contact informed Yan no longer works at this number.","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:10-04:00","temp_intcode_for_auto_old_int_code":"08","old_int_code":"08","pcl_status":"P","pcl_completion_date":"2021-05-30","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":"2023-03-15","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"sunyan626@hotmail.com","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","thewithdrawaldate":"2025-10-01","aitm_status_called":"2026-05-25T13:07:10-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Yan but was informed that Yan is no longer working at the number called. The agent asked for new contact information but did not receive any.","aitm_callsummarytitle":"Contact Not Available - Yan No Longer Works Here","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact is not available as Yan no longer works at this number.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact not reachable at this number; Yan no longer works here.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f95345d362b826385c8af264a87","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f95345d362b826385c8af264a87","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"44053","email":"karen.yang@usask.ca","first_name":"Jie","last_name":"Yang","phone":"","orgname":"","customer_acct_name":"","tags":"251029 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"275499","full_name":"Jie Yang","members_type":"CAND","canceldate":"2023-06-02","new_member_date_2":"2019-04-29","paid_thru":"2026-02-28","phone_2":"3063813831","pcl_status":"P","pcl_completion_date":"2019-09-03","pf1_status":"P","pf1_completion_date":"2020-01-20","pf2_status":"P","pf2_completion_date":"2020-06-15","province":"SK","last_act_type":"2025-10-28","language":"English","last_infoline_date_type":"2020-03-04","lead_status":"Refused","time_zone":"3","intcode":"21","temp_do_id_for_auto_old_do_id":"LB2505791","pipeline_2_members_only_ast":"","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":"L25C8000","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2505791","npi_email_temp":"karen.yang@usask.ca","pcl_completion_date_5":"2024-09-03","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28"}},"seriesid":"163"}
{"contact":{"id":"44137","email":"tawnyamcqueen@hotmail.com","first_name":"Tawnya","last_name":"McQueen","phone":"6042404521","orgname":"Acciona Infrastructure Ltd.","customer_acct_name":"Acciona Infrastructure Ltd.","tags":"NPI LN sent to TM, 251104 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"271728","full_name":"Tawnya McQueen, CPHR Candidate","members_type":"PRO","canceldate":"2025-11-04","new_member_date_2":"2020-09-14","paid_thru":"2025-08-31","phone_2":"2504191878","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2019-08-14","pf1_status":"P","pf1_completion_date":"2019-11-26","pf2_status":"P","pf2_completion_date":"2021-10-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-07-08","province":"BC","cpa_certification":"PCP","last_act_type":"2026-02-02","language":"English","last_infoline_date_type":"2024-05-06","do_id":"L25P2628","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":"L25P2628","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LN Nov 12 2025 vm 2nd number\n2026-05-25 invalid phone destination, phone: +16042404521\n2026 May 25 call reached voicemail","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:07-04:00","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"tawnyamcqueen@hotmail.com","pcl_completion_date_5":"2024-08-14","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31","thewithdrawaldate":"2025-11-04","aitm_status_called":"2026-05-25T14:22:05-04:00","number_of_call_attempts":"2","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","session_id":"call_874e03220532a0ac94cb6dac996","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_874e03220532a0ac94cb6dac996","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
{"contact":{"id":"43792","email":"malyn_ortiz@yahoo.com","first_name":"Emmaline","last_name":"Ortiz-Millar","phone":"4318085012","orgname":"Canada Life","customer_acct_name":"Canada Life","tags":"251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"304191","full_name":"Emmaline Ortiz-Millar, CEBS","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2021-08-23","paid_thru":"2025-07-31","phone_2":"2042988675","province":"MB","language":"English","lead_status":"Refused","time_zone":"3","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","temp_do_id_for_auto_old_do_id":"LB2506235","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C7737","last_infoline_date_type":"2022-11-08","last_act_type":"2024-12-08","pcl_status":"P","pcl_completion_date":"2021-12-12","pf1_status":"P","pf1_completion_date":"2023-02-06","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2506235","npi_email_temp":"malyn_ortiz@yahoo.com","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43843","email":"sumisidhu1@gmail.com","first_name":"Sumitoz","last_name":"Sidhu","phone":"4033838091","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"10.13.145.149","fields":{"individual_id":"327254","full_name":"Sumitoz Sidhu","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-14","paid_thru":"2025-07-31","phone_2":"4033838091","province":"AB","language":"English","do_id":"L25C7788","lead_status":"Lapsed Member","time_zone":"4","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C7788","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-08-14","pcl_status":"P","pcl_completion_date":"2024-12-02","number_of_passed_courses":"1","blocnote":"Nov 18 2025 completed with renewal ( willing to renew soon)\r\nLNC \/ 16 December 2025 VM\r\nLNC \/ 17 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-17T13:26:00-05:00","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":"18 to 30 years","selfpayrollproficiency":"Native","intcode":"10","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","trc":"True","wera":"False","old_int_code":"02","npi_email_temp":"sumisidhu1@gmail.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43714","email":"camaycrawford@hotmail.com","first_name":"Camay","last_name":"Crawford","phone":"4169072571","orgname":"Oxford College of Arts Business and Technology","customer_acct_name":"Oxford College of Arts Business and Technology","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"335887","full_name":"Camay Crawford","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-13","paid_thru":"2025-07-31","phone_2":"6472009122","province":"ON","language":"English","do_id":"LB2504608","lead_status":"Refused","time_zone":"2","temp_do_id_for_auto_old_do_id":"LB2504608","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","last_act_type":"2024-08-13","pcl_status":"P","pcl_completion_date":"2024-05-06","pf1_status":"P","pf1_completion_date":"2024-10-16","pf2_status":"P","pf2_completion_date":"2024-07-02","number_of_passed_courses":"3","intcode":"21","blocnote":"LNC Nov 12 2025 She is busy at the moment said she had to redo exam and passed she does need membership at the moment.","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T13:46:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","trc":"True","wera":"False","old_int_code":"10","old_do_id":"L25C7935","npi_email_temp":"camaycrawford@hotmail.com","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
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{"contact":{"id":"43549","email":"azzi_g@hotmail.com","first_name":"Guilaine","last_name":"Kazzi","phone":"5148671258","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250918 new lapsed","ip4":"0.0.0.0","fields":{"individual_id":"326987","full_name":"Guilaine Kazzi","members_type":"CAND","paid_thru":"2027-03-31","phone_2":"5148671258","province":"QC","language":"French","pds_august":"1","time_zone":"2","lead_status":"Renewed Lapsed","temp_do_id_for_auto_old_do_id":"L25C6093","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-03-26","pipeline_1_lapsed_members":"Renewed lapsed","pds_september":"1","last_infoline_date_type":"2026-12-05","last_act_type":"2026-12-05","number_of_passed_courses":"0","pds_october":"2","trc":"False","wera":"False","pds_november":"2","npi_email_temp":"azzi_g@hotmail.com","new_member_date_2":"2026-03-25","intcode":"99","temp_intcode_for_auto_old_int_code":"99","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
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{"contact":{"id":"43532","email":"vdpostrado@yahoo.com","first_name":"Virginia","last_name":"Villanueva","phone":"8188948850","orgname":"","customer_acct_name":"","tags":"npiAlert13, 250918 new lapsed, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"330470","full_name":"Virginia Villanueva","members_type":"CAND","canceldate":"2024-08-29","new_member_date_2":"2023-10-23","paid_thru":"2024-09-30","province":"AB","language":"English","do_id":"L25C6077","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C6077","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-08-29","pcl_status":"P","pcl_completion_date":"2024-02-05","pf1_status":"P","pf1_completion_date":"2024-03-19","pf2_status":"P","pf2_completion_date":"2024-07-22","number_of_passed_courses":"3","intcode":"16","blocnote":"LNC \/ 11 November 2025 Busy\r\nLNC \/ 11 December 2025 Number not in service","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T17:10:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"16","trc":"True","wera":"False","old_int_code":"08","npi_email_temp":"vdpostrado@yahoo.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"30\/09\/2024","latest_paid_thru":"2024-09-30"}},"seriesid":"163"}
{"contact":{"id":"43885","email":"lpechout@corrosiontechnologies.ca","first_name":"Alexandra","last_name":"Pechout","phone":"4039759851","orgname":"Corrosion Technologies","customer_acct_name":"Corrosion Technologies","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"339351","full_name":"Alexandra Pechout","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-07-29","paid_thru":"2025-07-31","phone_2":"4039759851","province":"AB","language":"English","do_id":"L25C7830","lead_status":"Lapsed Member","time_zone":"4","temp_do_id_for_auto_old_do_id":"L25C7830","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_infoline_date_type":"2025-08-20","last_act_type":"2025-08-20","pcl_status":"P","pcl_completion_date":"2024-12-02","number_of_passed_courses":"1","blocnote":"Nov 18 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T16:55:00-05:00","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":"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":"18 to 30 years","selfpayrollproficiency":"Native","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","trc":"True","wera":"False","npi_email_temp":"lpechout@corrosiontechnologies.ca","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
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{"contact":{"id":"44141","email":"ap.shivarajan@gmail.com","first_name":"Anandha","last_name":"Shivarajan","phone":"9058908558","orgname":"Pivotal Integrated HR Solutions","customer_acct_name":"Pivotal Integrated HR Solutions","tags":"NPI LN sent to TM, 251104 New Lapsed, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"287349","full_name":"Anandha Priya Shivarajan","members_type":"PRO","canceldate":"2025-11-04","new_member_date_2":"2021-09-13","paid_thru":"2025-08-31","phone_2":"6478768281","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2020-05-11","pf1_status":"P","pf1_completion_date":"2020-06-07","pf2_status":"P","pf2_completion_date":"2020-09-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-09-13","province":"ON","cpa_certification":"PCP","last_act_type":"2026-05-02","language":"English","last_infoline_date_type":"2024-10-18","do_id":"L25P2630","number_of_passed_courses":"4","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P2630","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"05","blocnote":"LN Nov 12 2025 vm\n2026 May 13 - Reached company IVR; forwarded to voicemail for Gaby Kajay Sankar, no message left\n2026-05-13 Dial no answer, phone: +16478768281\n2026 May 15 - Reached voicemail at Pivotal Integrated HR Solutions; attempted connection and identity check - no response.\n2026 May 19 call reached voicemail for Gaby Kaje\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:07-04:00","temp_intcode_for_auto_old_int_code":"05","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"ap.shivarajan@gmail.com","pcl_completion_date_5":"2025-05-11","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31","thewithdrawaldate":"2025-11-04","aitm_status_called":"2026-05-21T10:02:10-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was made to Anandha but was forwarded to voicemail before any conversation could take place.","aitm_callsummarytitle":"Call reached voicemail","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Left voicemail; no renewal decision provided.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Voicemail reached; no reason provided.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_d965a791765530be073307fa4c0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d965a791765530be073307fa4c0","old_int_code":"06","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"43604","email":"debbie.pratt@calgary.ca","first_name":"Debbie","last_name":"Pratt","phone":"","orgname":"The City of Calgary","customer_acct_name":"The City of Calgary","tags":"WR250918, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Debbie Pratt","coidnewmbrdate":"1981-01-03","city_1":"Calgary","province":"AB","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"354946","organization_id":"6150","language":"English","members_type":"CORP","paid_thru":"2027-04-30","company_paid_thru":"2027-04-30","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504912","temp_do_id_for_auto_old_do_id":"LB2504912","npi_email_temp":"debbie.pratt@calgary.ca","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44063","email":"khaiwalsush@gmail.com","first_name":"Sushma","last_name":"Singh","phone":"6478321610","orgname":"","customer_acct_name":"","tags":"npiAlert1, AI Contacts sent to TM 2026, 251104 New AST, 251126 testimonials update, 2512 Active AST approached","ip4":"10.13.143.222","fields":{"individual_id":"187584","full_name":"Sushma Singh","members_type":"AST","canceldate":"2014-04-03","new_member_date_2":"2024-01-23","paid_thru":"2026-12-31","phone_2":"","pcl_status":"P","pcl_completion_date":"2024-03-28","pf1_status":"P","pf1_completion_date":"2024-12-16","pf2_status":"P","pf2_completion_date":"2024-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-09-01","province":"ON","cpa_certification":"PCP","last_act_type":"2025-11-19","language":"English","do_id":"AST2427","lead_status":"Renewed APX","number_of_passed_courses":"4","time_zone":"2","temp_do_id_for_auto_old_do_id":"AST2427","date_of_renewal_identification":"2025-11-22","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","blocnote":"May 13 2026 Survey completed -resources and application emails.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T15:47:00-04:00","intcode":"31","temp_intcode_for_auto_old_int_code":"31","extension_phone_1":"","email2":"","full_name_2":" ","sendmayemail":"2025-11-19T14:41:00-05:00","mini_nps":"5","testimonialagree":"Yes","testimonial":"I am extremely happy with my NPI membership. I believe that anyone who wants to take payroll as a profession must be connected to NPI. The resources and the information they provide to members are super helpful and beneficial.","testimonialrefusal":"NA","sendaigeneral":"2026-05-13T15:46:00-04:00","old_int_code":"99","sendnovemberemail":"2025-11-19T14:41:42-05:00","sendaidate":"2026-05-13T15:46:59-04:00","trc":"True","wera":"False","telemarketing_call_date":"2026-05-13","original_language":"English","original_testimonial_translated":"Je suis extr\u00eamement satisfaite de mon adh\u00e9sion \u00e0 l'INP. L'Institut est incontournable pour toute personne travaillant dans le domaine de la paie. Les ressources et les informations qu'il fournit \u00e0 ses membres sont tr\u00e8s utiles et b\u00e9n\u00e9fiques.","testimonial_reviewed":"I am extremely happy with my NPI membership. The Institute is a must for anybody who is part of the payroll profession. The resources and information they provide to their members are very helpful and beneficial.","testimonial_sent_date":"2025-11-26T12:16:19-05:00","npi_email_temp":"khaiwalsush@gmail.com","pcl_completion_date_5":"2029-03-28","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","resourceaware":"Yes","resourcevisitedselfreport":"Last 7 days","value_designation":"Yes","sendaiemail":"2026-05-13T15:46:59-04:00","sendcandapplicationform":"2026-05-13T15:47:00-04:00"}},"seriesid":"163"}
{"contact":{"id":"43957","email":"ermaladawn@outlook.com","first_name":"Erma","last_name":"Garrison","phone":"4039282360","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340781","full_name":"Erma Garrison","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-20","paid_thru":"2025-07-31","phone_2":"4039282360","province":"AB","language":"English","do_id":"L25C7902","lead_status":"Lapsed Member","time_zone":"4","temp_do_id_for_auto_old_do_id":"L25C7902","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-08-20","pcl_status":"P","pcl_completion_date":"2024-12-02","number_of_passed_courses":"1","intcode":"06","blocnote":"Nov 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T11:28:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"ermaladawn@outlook.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"44047","email":"tungshan@hotmail.com","first_name":"Tung-shan","last_name":"Lin","phone":"4164653329","orgname":"RPM Expedite Inc.","customer_acct_name":"RPM Expedite Inc.","tags":"npiAlert13, NPI LN sent to TM, 251024 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"344998","full_name":"Tung-shan Lin","members_type":"CAND","canceldate":"2025-10-22","new_member_date_2":"2024-11-29","paid_thru":"2025-10-31","phone_2":"4379978686","province":"ON","last_act_type":"2025-10-22","language":"English","last_infoline_date_type":"2025-01-17","do_id":"L25C7999","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C7999","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pcl_status":"P","pcl_completion_date":"2025-04-07","number_of_passed_courses":"1","blocnote":"LNC \/ 19 November 2025 She cancelled because she has health issues","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T09:59:00-05:00","intcode":"11","temp_intcode_for_auto_old_int_code":"11","trc":"True","wera":"False","npi_email_temp":"tungshan@hotmail.com","pcl_completion_date_5":"2030-04-07","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"43848","email":"hellosk333@gmail.com","first_name":"Sarah","last_name":"Kim","phone":"2365182916","orgname":"CUPE 23","customer_acct_name":"CUPE 23","tags":"npiAlert13, 251002 New Lapsed","ip4":"10.13.129.31","fields":{"individual_id":"304389","full_name":"Sarah Kim","members_type":"PRO","canceldate":"2025-10-01","new_member_date_2":"2021-08-30","paid_thru":"2027-07-31","cert_status":"ACTIVE","phone_2":"6047897848","province":"BC","cpa_certification":"PCP","language":"English","lead_status":"Not Relevant","time_zone":"5","temp_do_id_for_auto_old_do_id":"LB2505390","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-12-05","pipeline_1_lapsed_members":"","last_infoline_date_type":"2023-03-13","last_act_type":"2025-04-12","intcode":"99","blocnote":"LN Oct 21 2025 1st number out of service \r\n2nd number vm","dhmsfin_telemarketing_last_contacted_date":"2025-10-21T13:49:00-04:00","temp_intcode_for_auto_old_int_code":"99","pcl_status":"P","pcl_completion_date":"2021-12-23","pf1_status":"P","pf1_completion_date":"2022-10-05","pf2_status":"P","pf2_completion_date":"2022-12-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-02-04","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"AST02543","telemarketing_call_date":"2025-10-21","old_int_code":"06","npi_email_temp":"hellosk333@gmail.com","pcl_completion_date_5":"2026-12-23","formatted_paid_thru":"31\/07\/2027","latest_paid_thru":"2027-07-31"}},"seriesid":"163"}
{"contact":{"id":"44057","email":"danadiazbermudez@gmail.com","first_name":"Dana","last_name":"Bermudez","phone":"5199412949","orgname":"S. Burnett & Associates Ltd.","customer_acct_name":"S. Burnett & Associates Ltd.","tags":"npiAlert1, npiAlert20, 251104 New AST, 2512 Active AST approached","ip4":"10.13.145.149","fields":{"individual_id":"105336","full_name":"Dana Diaz Bermudez","members_type":"PRO","new_member_date_2":"2024-01-15","paid_thru":"2026-12-31","phone_2":"6473814109","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2024-03-28","pf1_status":"P","pf1_completion_date":"2024-07-19","pf2_status":"P","pf2_completion_date":"2025-06-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2006-12-18","province":"ON","cpa_certification":"PCP","last_act_type":"2025-05-12","language":"English","extension_phone_1":"239","lead_status":"Renewed APX","number_of_passed_courses":"4","time_zone":"2","temp_do_id_for_auto_old_do_id":"AST2421","date_of_renewal_identification":"2025-12-06","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"AST to CAND","sendcandapplicationform":"2025-11-25T16:24:00-05:00","blocnote":"Nov 17 2025 completed with email sent","email2":"","intcode":"99","full_name_2":" ","sendmayemail":"2025-11-17T10:40:00-05:00","mini_nps":"4","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","sendaigeneral":"2025-11-17T10:39:00-05:00","temp_intcode_for_auto_old_int_code":"99","sendnovemberemail":"2025-11-17T10:40:07-05:00","sendaidate":"2025-11-17T10:40:08-05:00","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T10:40:06-05:00","trc":"True","wera":"True","last_engaged_date":"2026-01-09","telemarketing_call_date":"2025-11-17","old_int_code":"31","onesentencenotrenewed":"AST->CAND","pcp_we":"APPROVED","npi_email_temp":"danadiazbermudez@gmail.com","pcl_completion_date_5":"2029-03-28","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"44086","email":"tarynboles@gmail.com","first_name":"Taryn","last_name":"Boles","phone":"4036254427","orgname":"Belay CPA LLP","customer_acct_name":"Belay CPA LLP","tags":"251104 New AST, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"291232","full_name":"Taryn Boles","members_type":"AST","canceldate":"2026-03-03","new_member_date_2":"2020-08-11","paid_thru":"2025-12-31","phone_2":"4034890259","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2022-10-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-01-20","province":"AB","cpa_certification":"PCP","last_act_type":"2025-10-01","language":"English","do_id":"L25A02943","lead_status":"Lapsed Member","number_of_passed_courses":"4","time_zone":"4","temp_do_id_for_auto_old_do_id":"L25A02943","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","blocnote":"Dec 12 2025 vmDec 16 2025 vm\n2026 May 08 call reached voicemail, no human contact\n2026 May 08 voicemail reached, no contact made\n2026 May 11 call reached gatekeeper Theresa, Taryn not available, transferred to Dylan's line, call ended\n2026 May 13 contact informed Taryn is no longer in office; Theresa will pass message","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T13:08:26-04:00","intcode":"10","temp_intcode_for_auto_old_int_code":"10","trc":"True","wera":"False","npi_email_temp":"tarynboles@gmail.com","ln_entered_date":"2026-03-04","old_do_id":"AST2453","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-13T13:08:26-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"4","npi_transcriptsummary":"The agent called to reach Taryn regarding a National Payroll Institute membership matter but was informed by Theresa that Taryn is no longer in the office. Theresa offered to take down the agent's information to pass along to Taryn for a return call.","aitm_callsummarytitle":"Contact informed Taryn no longer in office, message to be passed","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_0656285e407e285912211584efd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_0656285e407e285912211584efd","old_int_code":"03","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"43850","email":"mindy@tidybusinessworks.com","first_name":"Janet","last_name":"Lamont","phone":"5877783369","orgname":"Tidy BusinessWorks Inc.","customer_acct_name":"Tidy BusinessWorks Inc.","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"330533","full_name":"Janet Lamont","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-15","paid_thru":"2025-07-31","province":"AB","language":"English","do_id":"L25C7794","lead_status":"Lapsed Member","time_zone":"4","temp_do_id_for_auto_old_do_id":"L25C7794","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-08-15","pcl_status":"P","pcl_completion_date":"2024-12-02","pf1_status":"P","pf1_completion_date":"2025-03-25","number_of_passed_courses":"2","intcode":"06","blocnote":"LNC \/ 11 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T17:33:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"mindy@tidybusinessworks.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43696","email":"comptahibapro@gmail.com","first_name":"Mohamed","last_name":"Abbassi","phone":"4387656799","orgname":"Solution Imp\u00f4t Plus Inc.","customer_acct_name":"Solution Imp\u00f4t Plus Inc.","tags":"251002 New AST, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"individual_id":"288525","full_name":"Mohamed EL Abbassi","members_type":"AST","canceldate":"2026-02-03","new_member_date_2":"2024-12-19","paid_thru":"2025-11-30","phone_2":"4387656799","province":"QC","language":"French","time_zone":"2","do_id":"L25A02819","temp_do_id_for_auto_old_do_id":"L25A02819","lead_status":"Lapsed Member","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","last_act_type":"2024-12-19","blocnote":"px\r\n10 dec 2025 bv\n2026 May 08 call reached voicemail, no conversation\n2026 May 08 call attempted but communication was inaudible and no clear interaction occurred.","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T10:06:54-04:00","intcode":"15","temp_intcode_for_auto_old_int_code":"15","number_of_passed_courses":"0","telemarketing_call_date":"2025-10-28","trc":"False","wera":"False","npi_email_temp":"comptahibapro@gmail.com","ln_entered_date":"2026-02-04","old_do_id":"AST2308","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30","called_by":"Tri","aitm_status_called":"2026-05-08T10:51:44-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent attempted to reach Mohamed multiple times but was unable to have a clear conversation due to inaudible responses from the user. The call ended without any meaningful interaction or completion of the intended purpose.","aitm_callsummarytitle":"Unsuccessful call due to inaudible responses","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c2b243876c51b78fdae79d63b9d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c2b243876c51b78fdae79d63b9d","mini_nps":"3","onesentencenotrenewed":"No clear refusal or renewal intent expressed due to inaudible communication.","initialvalue":"Other","othermemberbenefit":"No other member benefit mentioned due to inaudible responses.","old_int_code":"06","astotherreasonsnottorenew":"Communication was not clear enough to determine reason for non-renewal.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"44153","email":"amy.hare@outlook.com","first_name":"Amy","last_name":"Hare","phone":"6479975263","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342799","full_name":"Amy Hare","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-26","paid_thru":"2025-08-31","phone_2":"6479975263","pcl_status":"P","pcl_completion_date":"2025-02-03","pf1_status":"F","pf1_completion_date":"2025-05-24","province":"ON","last_act_type":"2025-06-02","language":"English","do_id":"L25C8271","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8271","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"05","blocnote":"LNC Dec 9 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T11:16:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"05","npi_email_temp":"amy.hare@outlook.com","pcl_completion_date_5":"2030-02-03","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"43827","email":"jkrandhawa18@gmail.com","first_name":"Jashandeep","last_name":"Kaur","phone":"6045981933","orgname":"DEOL & Company","customer_acct_name":"DEOL & Company","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"327236","full_name":"Jashandeep Kaur","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2023-07-28","paid_thru":"2025-07-31","phone_2":"7789274848","province":"BC","language":"English","do_id":"L25C7772","lead_status":"Lapsed Member","time_zone":"5","temp_do_id_for_auto_old_do_id":"L25C7772","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_infoline_date_type":"2023-10-08","last_act_type":"2024-07-29","pcl_status":"P","pcl_completion_date":"2023-11-02","pf1_status":"F","pf1_completion_date":"2024-06-20","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC Nov 18 2025 vm 2nd number","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T16:43:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"jkrandhawa18@gmail.com","pcl_completion_date_5":"2028-11-02","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
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{"contact":{"id":"43655","email":"ddales@farmmutualre.com","first_name":"Debbie","last_name":"Dales","phone":"5197406415","orgname":"Farm Mutual Re","customer_acct_name":"Farm Mutual Re","tags":"npiAlert12, 250926 New AST, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"355216","full_name":"Debbie Dales","members_type":"AST","new_member_date_2":"2025-09-22","paid_thru":"2026-08-31","phone_2":"5194975362","province":"ON","language":"English","time_zone":"2","do_id":"AST2264","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2264","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member to be called","last_infoline_date_type":"2025-09-23","last_act_type":"2025-09-23","sendwelcomeapplicationform":"2025-10-15T10:37:00-04:00","regular_email_change_date":"2025-10-15T10:37:47-04:00","blocnote":"Oct 15 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-10-15T10:39:00-04:00","onesentencenotrenewed":"","intcode":"25","source_of_membership":"Website","job_title":"PayrollAdmin","payroll_experience_in_years":"10+","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":"46-60","temp_intcode_for_auto_old_int_code":"25","telemarketing_call_date":"2025-10-15","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:47-05:00","pds_november":"1","npi_email_temp":"ddales@farmmutualre.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
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{"contact":{"id":"44100","email":"b.orch@hotmail.com","first_name":"Christian","last_name":"Orchiston","phone":"6042232087","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341982","full_name":"Christian Orchiston","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-07","paid_thru":"2025-08-31","phone_2":"6044834823","pcl_status":"F","pcl_completion_date":"2024-12-03","province":"BC","last_act_type":"2024-07-09","language":"English","do_id":"L25C8242","number_of_passed_courses":"0","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":"L25C8242","trc":"False","wera":"False","npi_email_temp":"b.orch@hotmail.com","pcl_completion_date_5":"2029-12-03","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"43835","email":"charity.m.hewitt@gmail.com","first_name":"Charity","last_name":"Hewitt","phone":"7803403541","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"328060","full_name":"Charity Hewitt","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2023-08-16","paid_thru":"2025-07-31","phone_2":"7803403541","province":"AB","language":"English","lead_status":"Refused","time_zone":"4","temp_do_id_for_auto_old_do_id":"LB2504722","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","last_act_type":"2024-09-14","pcl_status":"P","pcl_completion_date":"2024-01-03","pf1_status":"F","pf1_completion_date":"2025-01-20","number_of_passed_courses":"1","intcode":"21","blocnote":"LNC Nov 18 2025 She said she stopped because she couldn't pass the 2nd course","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T16:47:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C7780","trc":"True","wera":"False","do_id":"LB2504722","npi_email_temp":"charity.m.hewitt@gmail.com","pcl_completion_date_5":"2029-01-03","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"45172","email":"andrealevicki@gmail.com","first_name":"Andrea","last_name":"Levicki","phone":"7804100611","orgname":"Salisbury Landscaping","customer_acct_name":"Salisbury Landscaping","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"319214","full_name":"Andrea Levicki","members_type":"CORP","paid_thru":"2023-10-31","organization_id":"319213","trc":"False","wera":"False","province":"AB","last_act_type":"2023-12-22","language":"English","corp_cancel_date":"2024-01-05","do_id":"L25O4038","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":"L25O4038","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"andrealevicki@gmail.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44158","email":"ileanadriana2@gmail.com","first_name":"Ileana","last_name":"Sanchez","phone":"4388352269","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341419","full_name":"Ileana Gonzalez Sanchez","members_type":"CAND","new_member_date_2":"2024-08-29","paid_thru":"2027-01-31","phone_2":"4388352269","pcl_status":"P","pcl_completion_date":"2024-12-18","pf1_status":"P","pf1_completion_date":"2025-04-21","province":"QC","last_act_type":"2026-03-02","language":"French","number_of_passed_courses":"2","time_zone":"2","lead_status":"Renewed Lapsed","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8274","date_of_renewal_identification":"2026-02-04","pipeline_1_lapsed_members":"Renewed lapsed","trc":"True","wera":"False","intcode":"99","blocnote":"lnc\r\n4 dec 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T09:47:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"ileanadriana2@gmail.com","old_int_code":"06","pf2_status":"E","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"46498","email":"x@cvconsultants.fr","first_name":"Xavier","last_name":"Senecal","phone":"3361923853","orgname":"CV CONSULTANTS","customer_acct_name":"CV CONSULTANTS","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"246256","full_name":"Xavier Senecal","members_type":"CORP","paid_thru":"2025-07-31","organization_id":"246254","trc":"False","wera":"False","last_act_type":"2019-08-29","language":"French","corp_cancel_date":"2025-10-01","extension_phone_1":"0","number_of_passed_courses":"0","time_zone":"2","lead_status":"Not Relevant","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25O3169","pipeline_1_lapsed_members":"","old_do_id":"L25O3169","npi_email_temp":"x@cvconsultants.fr","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","company_paid_thru":"2025-07-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44136","email":"wellydawaa@gmail.com","first_name":"Walid","last_name":"Dawaa","phone":"6476288621","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"10.13.132.193","fields":{"individual_id":"342142","full_name":"Walid Dawaa","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-11","paid_thru":"2025-08-31","phone_2":"6476288621","pcl_status":"P","pcl_completion_date":"2024-12-12","pf1_status":"P","pf1_completion_date":"2025-04-28","pf2_status":"P","pf2_completion_date":"2025-08-19","province":"ON","last_act_type":"2025-09-26","language":"English","do_id":"L25C8262","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":"L25C8262","trc":"True","wera":"True","cert_status":"PENDING","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-12-01","cpa_certification":"PCP","intcode":"02","blocnote":"LNC Dec 4 2025 Survey completed . Willing to renew Sent email","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T10:02:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"02","sendapplicationform":"2025-12-04T10:00:00-05:00","regular_email_change_date":"2025-12-04T10:00:32-05:00","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":"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":"4","age_range":"31 to 45 years","selfpayrollproficiency":"Native","old_int_code":"10","npi_email_temp":"wellydawaa@gmail.com","pcl_completion_date_5":"2029-12-12","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"44056","email":"lori.white1@live.com","first_name":"Bonnie","last_name":"Wayland","phone":"5192623002","orgname":"Hensall District Co-operative, Inc.","customer_acct_name":"Hensall District Co-operative, Inc.","tags":"npiAlert9, npiAlert11, npiAlert13, NPI LN sent to TM","ip4":"0.0.0.0","fields":{"individual_id":"67370","full_name":"Lori White","paid_thru":"2020-11-30","organization_id":"239876","province":"ON","last_act_type":"2021-01-27","language":"English","members_type":"CORP","lead_status":"Refused","number_of_passed_courses":"0","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","temp_do_id_for_auto_old_do_id":"LB2506163","time_zone":"2","area_code":"519","extension_phone_1":"277","intcode":"21","blocnote":"LN Nov 12 2025 Lori White has not been there in 4 years. Bonnie Wayland is the only person with certification in  payroll as a professional member.","dhmsfin_telemarketing_last_contacted_date":"2025-11-12T11:03:00-05:00","temp_intcode_for_auto_old_int_code":"21","old_int_code":"13","old_do_id":"L25O01921","trc":"False","wera":"False","do_id":"LB2506163","npi_email_temp":"lori.white1@live.com","formatted_paid_thru":"30\/11\/2020","latest_paid_thru":"2020-11-30","company_paid_thru":"2020-11-30","corp_cancel_date":"2021-02-02","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44011","email":"faten_anwar22@hotmail.com","first_name":"Faten","last_name":"Aly","phone":"","orgname":"Amana Trading Co.","customer_acct_name":"Amana Trading Co.","tags":"","ip4":"0.0.0.0","fields":{"individual_id":"306913","full_name":"Faten Aly, PCP","members_type":"PRO","new_member_date_2":"2025-10-07","paid_thru":"2026-09-30","cert_status":"ACTIVE","phone_2":"6476764229","province":"ON","cpa_certification":"PCP","last_act_type":"2026-04-29","language":"English","time_zone":"2","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2505151","pcl_status":"P","pcl_completion_date":"2022-01-30","pf1_status":"P","pf1_completion_date":"2022-02-16","pf2_status":"P","pf2_completion_date":"2022-03-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-12-15","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","old_do_id":"AST2366","npi_email_temp":"faten_anwar22@hotmail.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","company_paid_thru":"2027-01-31","organization_id":"20913","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44081","email":"hiramall@hotmail.com","first_name":"Hira","last_name":"Mall","phone":"4376886644","orgname":"","customer_acct_name":"","tags":"251104 New AST, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"284058","full_name":"Hira Haleena Mall","members_type":"AST","new_member_date_2":"2020-01-14","paid_thru":"2025-12-31","phone_2":"4376886644","pcl_status":"P","pcl_completion_date":"2020-04-19","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2020-08-09","province":"ON","last_act_type":"2025-01-21","language":"English","do_id":"L25A02931","lead_status":"Lapsed Member","number_of_passed_courses":"3","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25A02931","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 uninitialized voicemail, no contact made\n2026 Mar 10 call reached uninitialized voicemail, no contact made\n2026 Mar 12 call reached uninitialized voicemail, no contact made\n2026 Mar 12 call reached uninitialized voicemail, no contact made\n2026 Mar 16 call reached uninitialized voicemail, no contact made\n2026 Mar 16 call reached voicemail, no message left\n2026 Mar 18 call reached uninitialized voicemail, no contact made\n2026 Mar 18 call reached uninitialized voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-18T15:06:44-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"hiramall@hotmail.com","canceldate":"2026-03-03","ln_entered_date":"2026-03-04","old_do_id":"AST2448","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 Hira but was not answered and went to an uninitialized voicemail service. 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","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"43865","email":"ncaissie123@gmail.com","first_name":"Nicole","last_name":"Caissie","phone":"5068665725","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341082","full_name":"Nicole Caissie","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-20","paid_thru":"2025-07-31","phone_2":"5068665725","province":"NB","language":"English","do_id":"L25C7810","lead_status":"Lapsed Member","time_zone":"1","temp_do_id_for_auto_old_do_id":"L25C7810","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-08-19","pcl_status":"F","pcl_completion_date":"2024-12-02","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:33:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ncaissie123@gmail.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
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{"contact":{"id":"44108","email":"oabadmus@yahoo.com","first_name":"Olaide","last_name":"Adu","phone":"4372625213","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340261","full_name":"Olaide Adu","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-12-19","paid_thru":"2025-08-31","phone_2":"4372625213","pcl_status":"P","pcl_completion_date":"2024-12-02","pf1_status":"F","pf1_completion_date":"2025-03-25","pf2_status":"P","pf2_completion_date":"2025-07-16","province":"SK","last_act_type":"2024-12-19","language":"English","do_id":"L25C8247","number_of_passed_courses":"2","time_zone":"3","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8247","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":"2025-12-17T17:00:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"oabadmus@yahoo.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"44031","email":"laudet79@outlook.com","first_name":"Line","last_name":"Audet","phone":"5143752328","orgname":"Unima","customer_acct_name":"Unima","tags":"AI Contacts sent to TM 2026, 251015 New AST, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"individual_id":"354449","full_name":"Line Audet","members_type":"AST","new_member_date_2":"2025-10-09","paid_thru":"2026-09-30","phone_2":"4504435579","province":"QC","last_act_type":"2025-09-10","language":"French","do_id":"AST2387","time_zone":"2","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2387","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member to be called","number_of_passed_courses":"0","blocnote":"ax. 20 nov 2025 bv\r\n24 nov 2025 bv\r\n27 nov 2025 bv","dhmsfin_telemarketing_last_contacted_date":"2025-11-27T10:07:00-05:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","telemarketing_call_date":"2025-11-27","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidatefr":"2025-12-01T10:14:06-05:00","npi_email_temp":"laudet79@outlook.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"43913","email":"alaingobeil@videotron.ca","first_name":"Alain","last_name":"Gobeil","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341195","full_name":"Alain Gobeil","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-22","paid_thru":"2025-07-31","phone_2":"5142390036","province":"QC","language":"French","do_id":"L25C7858","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25C7858","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-04-09","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"alaingobeil@videotron.ca","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"45174","email":"ctac-an@spanet.ab.ca","first_name":"Ma","last_name":"Tac-an","phone":"7806453441","orgname":"St. Paul Abilities Network","customer_acct_name":"St. Paul Abilities Network","tags":"npiAlert13, 251217 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"221174","full_name":"Ma Chita Tac-an","members_type":"CORP","paid_thru":"2026-09-30","phone_2":"7806458745","pcl_status":"P","pcl_completion_date":"2014-05-08","pf1_status":"P","pf1_completion_date":"2014-10-20","trc":"False","wera":"False","province":"AB","last_act_type":"2026-02-01","language":"English","extension_phone_1":"260","do_id":"L25O2784","number_of_passed_courses":"2","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2784","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"99","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"ctac-an@spanet.ab.ca","ln_entered_date":"2026-05-28","pcl_completion_date_5":"2019-05-08","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","company_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"43678","email":"hwangclaire@yahoo.ca","first_name":"Ki","last_name":"Hwang","phone":"8674449351","orgname":"","customer_acct_name":"","tags":"250926 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"231389","full_name":"Ki Hyun Hwang, PCP","members_type":"PRO","canceldate":"2023-12-19","new_member_date_2":"2025-11-04","cert_status":"ACTIVE","phone_2":"8674449351","province":"NT","cpa_certification":"PCP","language":"English","time_zone":"4","lead_status":"Renewed Lapsed","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-11-04","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"LB2505431","last_infoline_date_type":"2025-03-21","last_act_type":"2026-12-01","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-10-20T13:46:00-04:00","blocnote":"LN Oct 20 2025 msg not authorize to dial this number.","temp_intcode_for_auto_old_int_code":"99","pcl_status":"P","pcl_completion_date":"2015-05-04","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":"2016-02-02","number_of_passed_courses":"4","paid_thru":"2026-10-31","old_do_id":"AST02464","old_int_code":"10","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"hwangclaire@yahoo.ca","pcl_completion_date_5":"2020-05-04","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"44788","email":"ggagnon@gagnoncpainc.com","first_name":"Gilles","last_name":"Gagnon","phone":"5145150863","orgname":"Gagnon CPA Inc","customer_acct_name":"Gagnon CPA Inc","tags":"AI Contacts sent to TM 2026, 251217 New AST","ip4":"10.13.144.161","fields":{"individual_id":"357729","full_name":"Gilles Gagnon, CPA","members_type":"AST","new_member_date_2":"2025-12-16","paid_thru":"2026-11-30","trc":"False","wera":"False","last_act_type":"2025-12-15","language":"French","last_infoline_date_type":"2025-12-15","do_id":"AST2603","time_zone":"2","number_of_passed_courses":"0","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2603","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member to be called","province":"QC","npi_email_temp":"ggagnon@gagnoncpainc.com","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"44168","email":"mayeung117@hotmail.com","first_name":"Mei","last_name":"Yang","phone":"5878911166","orgname":"The Immigrant Education Society","customer_acct_name":"The Immigrant Education Society","tags":"NPI LN sent to TM, 251104 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"280611","full_name":"Mei Yang","members_type":"PRO","canceldate":"2025-11-04","new_member_date_2":"2019-09-16","paid_thru":"2025-08-31","phone_2":"5878911166","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2020-02-02","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2021-06-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-03-24","province":"AB","cpa_certification":"PCP","last_act_type":"2026-02-02","language":"English","last_infoline_date_type":"2020-02-13","do_id":"L25P2632","number_of_passed_courses":"4","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P2632","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"15","blocnote":"LN Nov 12 2025 vm\n2026 May 14 - Reached Mei, identity confirmed, membership lapsed, asked initial-value question; response inaudible","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T13:29:19-04:00","temp_intcode_for_auto_old_int_code":"15","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"mayeung117@hotmail.com","pcl_completion_date_5":"2025-02-02","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31","thewithdrawaldate":"2025-11-04","aitm_status_called":"2026-05-14T13:29:19-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent reached Mei, confirmed identity, explained lapsed Professional membership and began survey; the caller asked the initial-value question but contact response was inaudible and call ended without completing survey.","aitm_callsummarytitle":"Reached contact, survey started but incomplete","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c79bf9bd87fd51839c9f7cf8be1","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c79bf9bd87fd51839c9f7cf8be1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"44074","email":"sa_mehdi@hotmail.com","first_name":"Syed","last_name":"Mehdi","phone":"4169971747","orgname":"","customer_acct_name":"","tags":"251104 New AST, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"282971","full_name":"Syed Mehdi","members_type":"AST","new_member_date_2":"2020-01-22","paid_thru":"2025-12-31","phone_2":"4169971747","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"P","pf1_completion_date":"2022-02-27","pf2_status":"P","pf2_completion_date":"2024-02-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-10-26","province":"ON","cpa_certification":"PCP","last_act_type":"2024-12-21","language":"English","pds_october":"1","do_id":"L25A02940","lead_status":"Lapsed Member","number_of_passed_courses":"4","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25A02940","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 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 contact interested in renewing but requested callback next week - NPI# not provided\n2026 Mar 19 call reached voicemail, no contact made\n2026 Mar 23 call reached voicemail, no contact made\n2026 Mar 23 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-03-23T14:06:45-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","pds_november":"1","npi_email_temp":"sa_mehdi@hotmail.com","canceldate":"2026-03-03","ln_entered_date":"2026-03-04","old_do_id":"AST2440","aitm_status_called":"2026-03-23T14:16:48-04:00","number_of_call_attempts":"7","number_of_total_call_attempts":"7","npi_transcriptsummary":"The call reached the voicemail of the contact 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","npi_call_back_date_and_time":"2026-03-19T13:00:00-04:00","npi_call_back_time_hour":"13","npi_call_back_time_minute":"00","mini_nps":"5","initialvalue":"Designation","age_range":"46-60","old_int_code":"14","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"44101","email":"nancy.peterson027@gmail.com","first_name":"Nancy","last_name":"Peterson","phone":"8192963737","orgname":"Duchesne et Fils Lt\u00e9e","customer_acct_name":"Duchesne et Fils Lt\u00e9e","tags":"NPI LN sent to TM, 251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"13673","full_name":"Nancy Peterson","members_type":"PRO","canceldate":"2025-11-04","new_member_date_2":"1998-08-27","paid_thru":"2026-08-31","phone_2":"8193774140","cert_status":"ACTIVE","province":"QC","cpa_certification":"GAP","last_act_type":"2025-03-12","language":"French","last_infoline_date_type":"2025-06-23","pds_october":"2","do_id":"LB2506564","number_of_passed_courses":"0","time_zone":"2","lead_status":"Refused","temp_do_id_for_auto_old_do_id":"LB2506564","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"07","dhmsfin_telemarketing_last_contacted_date":"2025-11-17T09:57:00-05:00","temp_intcode_for_auto_old_int_code":"07","trc":"False","wera":"False","pds_november":"2","old_do_id":"L25P2613","npi_email_temp":"nancy.peterson027@gmail.com","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"43872","email":"calec100@gmail.com","first_name":"King","last_name":"Chan","phone":"6472728333","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341318","full_name":"King Fung Alec Chan","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-26","paid_thru":"2025-07-31","phone_2":"6472728333","province":"ON","language":"English","do_id":"L25C7817","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25C7817","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2025-11-09","pcl_status":"F","pcl_completion_date":"2024-12-02","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:34:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"calec100@gmail.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
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{"contact":{"id":"44115","email":"gagewalker1991@gmail.com","first_name":"Gage","last_name":"Walker-Dufresne","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342852","full_name":"Gage Walker-Dufresne","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-26","paid_thru":"2025-08-31","phone_2":"2269754605","pcl_status":"F","pcl_completion_date":"2025-01-07","province":"ON","last_act_type":"2024-09-26","language":"English","do_id":"L25C8251","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8251","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"gagewalker1991@gmail.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"43897","email":"ateamhill@gmail.com","first_name":"Anna-Marie","last_name":"Hill","phone":"5199906534","orgname":"","customer_acct_name":"","tags":"npiAlert13, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341172","full_name":"Anna-Marie Hill","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-22","paid_thru":"2027-01-31","phone_2":"5199906534","province":"ON","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C7842","date_of_renewal_identification":"2026-02-10","pipeline_1_lapsed_members":"Renewed lapsed","last_act_type":"2026-04-13","pcl_status":"P","pcl_completion_date":"2024-12-12","pf1_status":"P","pf1_completion_date":"2025-04-24","pf2_status":"P","pf2_completion_date":"2025-08-06","number_of_passed_courses":"3","intcode":"99","blocnote":"LNC Nov 12 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T14:12:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","npi_email_temp":"ateamhill@gmail.com","old_int_code":"06","pcl_completion_date_5":"2029-12-12","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","last_infoline_date_type":"2026-04-13"}},"seriesid":"163"}
{"contact":{"id":"43805","email":"pam.quilt@xeni-gwetin.ca","first_name":"Pamela","last_name":"Quilt","phone":"2503947023","orgname":"Xeni Gwet'in First Nations Government","customer_acct_name":"Xeni Gwet'in First Nations Government","tags":"npiPartnerAccount, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"309225","full_name":"Pamela Quilt","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2022-01-21","paid_thru":"2025-07-31","phone_2":"2502677201","province":"BC","language":"English","pds_september":"1","extension_phone_1":"206","lead_status":"Partner","time_zone":"5","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"","temp_do_id_for_auto_old_do_id":"LB2506769","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C7751","last_conf_date_type":"2023-06-06","last_act_type":"2024-08-30","pcl_status":"F","pcl_completion_date":"2022-05-15","number_of_passed_courses":"0","pds_october":"1","trc":"False","wera":"False","pds_november":"1","do_id":"LB2506769","npi_email_temp":"pam.quilt@xeni-gwetin.ca","pcl_completion_date_5":"2027-05-15","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"44033","email":"lynnqlu@yahoo.ca","first_name":"Linh","last_name":"Lu","phone":"","orgname":"Toronto & Region Conservation Authority","customer_acct_name":"Toronto & Region Conservation Authority","tags":"npiAlert13","ip4":"0.0.0.0","fields":{"individual_id":"218282","full_name":"Linh Lu, PCP","members_type":"PRO","canceldate":"2024-07-19","new_member_date_2":"2025-10-15","paid_thru":"2026-09-30","cert_status":"ACTIVE","phone_2":"4165577689","province":"ON","cpa_certification":"PCP","last_act_type":"2026-12-01","language":"English","time_zone":"2","lead_status":"Renewed Lapsed","temp_do_id_for_auto_old_do_id":"LB2506194","date_of_renewal_identification":"2025-10-24","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"","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":"2014-02-05","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","old_do_id":"L25P2568","npi_email_temp":"lynnqlu@yahoo.ca","pcl_completion_date_5":"2018-12-17","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"43608","email":"cameron.blair@calgary.ca","first_name":"Cameron","last_name":"Blair","phone":"","orgname":"The City of Calgary","customer_acct_name":"The City of Calgary","tags":"WR250918, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Cameron Blair","coidnewmbrdate":"1981-01-03","city_1":"Calgary","province":"AB","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"354950","organization_id":"6150","language":"English","members_type":"CORP","paid_thru":"2027-04-30","company_paid_thru":"2027-04-30","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2504610","temp_do_id_for_auto_old_do_id":"LB2504610","npi_email_temp":"cameron.blair@calgary.ca","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"45052","email":"john@theaccountants.ca","first_name":"John","last_name":"Sieppert","phone":"4038457633","orgname":"John Sieppert Professional Corp.","customer_acct_name":"John Sieppert Professional Corp.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"308186","full_name":"John Sieppert, CPA, CGA","members_type":"CORP","paid_thru":"2024-11-30","organization_id":"308187","trc":"False","wera":"False","province":"AB","last_act_type":"2025-01-22","language":"English","last_infoline_date_type":"2023-01-27","corp_cancel_date":"2025-01-17","do_id":"L25O4021","number_of_passed_courses":"0","time_zone":"4","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":"L25O4021","npi_email_temp":"john@theaccountants.ca","formatted_paid_thru":"30\/11\/2024","latest_paid_thru":"2024-11-30","company_paid_thru":"2024-11-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43671","email":"dulat.amandeep@gmail.com","first_name":"Amandeep","last_name":"Dulat","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":"340584","full_name":"Amandeep Kaur Dulat","members_type":"AST","new_member_date_2":"2025-09-19","paid_thru":"2026-08-31","cert_status":"PENDING","phone_2":"3688860088","province":"ON","cpa_certification":"PCP","language":"English","time_zone":"2","do_id":"AST2324","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2324","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member to be called","last_act_type":"2025-09-19","city_1":"Kitchener","old_do_id":"AST2280","found":"DO4 Phone","date_of_renewal_identification":"2025-10-06","blocnote":"name not found","dhmsfin_telemarketing_last_contacted_date":"2025-10-24T11:16:00-04:00","intcode":"16","temp_intcode_for_auto_old_int_code":"16","telemarketing_call_date":"2025-10-24","pcl_status":"P","pcl_completion_date":"2024-09-10","pf1_status":"P","pf1_completion_date":"2024-10-09","pf2_status":"P","pf2_completion_date":"2024-11-07","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":"2025-12-01T10:13:47-05:00","npi_email_temp":"dulat.amandeep@gmail.com","pcl_completion_date_5":"2029-09-10","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"44106","email":"christine.bland@hotmail.com","first_name":"Christine","last_name":"Sandahl-Bland","phone":"9026252746","orgname":"Town of Port Hawkesbury","customer_acct_name":"Town of Port Hawkesbury","tags":"NPI LN sent to TM, 251104 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"174257","full_name":"Christine Sandahl-Bland","members_type":"PRO","canceldate":"2025-11-04","new_member_date_2":"2010-09-09","paid_thru":"2025-08-31","phone_2":"9026257890","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2010-11-16","pf1_status":"P","pf1_completion_date":"2011-02-18","pf2_status":"P","pf2_completion_date":"2011-04-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-01-07","province":"NS","cpa_certification":"PCP","last_act_type":"2026-02-02","language":"English","last_infoline_date_type":"2020-03-04","pds_october":"1","last_conf_date_type":"2023-07-12","do_id":"L25P2615","number_of_passed_courses":"4","time_zone":"1","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":"L25P2615","intcode":"0","blocnote":"LN Nov 19 2025 Christine has retired\n2026 May 11 contact informed Christine is retired, call ended.\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 reached voicemail, no conversation\n2026 May 13 - reached voicemail, no answer\n2026 May 13 - reached voicemail; no live contact\n2026 May 15 - reached voicemail\n2026 May 15 - Reached voicemail, no message left\n2026 May 19 call reached voicemail, no contact made\n2026 May 19 reached voicemail - no contact\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 contact informed Christine is retired and no longer works here, no new contact info available.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T08:47:06-04:00","temp_intcode_for_auto_old_int_code":"08","old_int_code":"08","trc":"False","wera":"False","pds_november":"1","npi_email_temp":"christine.bland@hotmail.com","pcl_completion_date_5":"2015-11-16","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31","thewithdrawaldate":"2025-11-04","aitm_status_called":"2026-05-21T09:02:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Christine but was informed that she is retired and no longer works at the number called. The contact did not have updated phone or email information for Christine, and the call ended shortly after.","aitm_callsummarytitle":"Contact informed Christine retired, no new contact info","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Christine is retired and no longer works here, and no updated contact information is available.","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f016b5b5a264c94f9178d136332","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f016b5b5a264c94f9178d136332","number_of_calls_reached":"2","initialvalue":"Other","age_range":"Preferred not to say","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact informed that Christine is retired and no longer reachable at this number."}},"seriesid":"163"}
{"contact":{"id":"43888","email":"cannatatito@gmail.com","first_name":"Tito","last_name":"Cannata","phone":"5196705781","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341164","full_name":"Tito Cannata","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-21","paid_thru":"2025-07-31","phone_2":"5196705781","province":"ON","language":"English","do_id":"L25C7833","lead_status":"Lapsed Member","time_zone":"2","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C7833","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-08-20","pcl_status":"P","pcl_completion_date":"2024-12-18","pf1_status":"P","pf1_completion_date":"2025-04-29","number_of_passed_courses":"2","intcode":"06","blocnote":"LNC Nov 12 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T14:21:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"cannatatito@gmail.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43817","email":"jasmine.k2004@yahoo.com","first_name":"Jasmine","last_name":"Kaur","phone":"6045815172","orgname":"Surrey Urban Mission Society","customer_acct_name":"Surrey Urban Mission Society","tags":"npiAlert13, 251002 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"315416","full_name":"Jasmine Kaur","members_type":"PRO","canceldate":"2025-10-01","new_member_date_2":"2022-08-09","paid_thru":"2025-07-31","cert_status":"WITHDRAWN","phone_2":"6043751976","province":"BC","cpa_certification":"PCP","language":"English","do_id":"L25P2556","lead_status":"Lapsed Member","time_zone":"5","temp_do_id_for_auto_old_do_id":"L25P2556","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2025-12-30","intcode":"0","blocnote":"LN Oct 21 2025 vm 2nd number\n2026 May 12 - brief attempt to reach Jasmine; no confirmation of identity.\n2026 May 14 - Reached Judah at branch; asked for Jasmine Kaur, call ended quickly\n2026 May 19 call reached Judah but Jasmine was not available, call ended early\n2026 May 21 contact informed Jasmine does not work here and no new contact info provided.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T14:07:06-04:00","temp_intcode_for_auto_old_int_code":"08","pcl_status":"P","pcl_completion_date":"2022-11-09","pf1_status":"P","pf1_completion_date":"2023-02-26","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","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"jasmine.k2004@yahoo.com","pcl_completion_date_5":"2027-11-09","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","thewithdrawaldate":"2025-10-01","aitm_status_called":"2026-05-21T14:07:06-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Jasmine but was informed that Jasmine does not work at the Altwood branch and no new contact information was provided. The call ended shortly after.","aitm_callsummarytitle":"No Contact - Wrong Number","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not the intended person and did not provide new contact information.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"08","prootherreasonsnottorenew":"Contact not reachable at this number; no new contact info provided.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e0a4d91b1fe894d34d8ee3f769f","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e0a4d91b1fe894d34d8ee3f769f","number_of_calls_reached":"4"}},"seriesid":"163"}
{"contact":{"id":"45113","email":"jessica@bonstar.ca","first_name":"Jessica","last_name":"Goodall","phone":"7802444433","orgname":"Bonstar Accounting Services Inc.","customer_acct_name":"Bonstar Accounting Services Inc.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"331350","full_name":"Jessica Goodall","members_type":"CORP","paid_thru":"2024-07-31","organization_id":"245834","trc":"False","wera":"False","province":"AB","last_act_type":"2026-01-13","language":"English","corp_cancel_date":"2024-10-02","do_id":"L25O4287","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4287","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"jessica@bonstar.ca","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","company_paid_thru":"2024-07-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43826","email":"hellenyanghui@gmail.com","first_name":"Hui","last_name":"Yang","phone":"7786740082","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"324513","full_name":"Hui Yang","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2023-08-02","paid_thru":"2025-07-31","cert_status":"PENDING","phone_2":"7786740082","province":"BC","cpa_certification":"PCP","language":"English","do_id":"L25C7771","lead_status":"Lapsed Member","time_zone":"5","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C7771","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-05-07","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"P","pf1_completion_date":"2023-11-02","pf2_status":"P","pf2_completion_date":"2024-03-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-07-04","number_of_passed_courses":"4","blocnote":"LNC \/ 11 November 2025 She didn't remember at all that she has been a member","dhmsfin_telemarketing_last_contacted_date":"2025-11-11T16:59:00-05:00","intcode":"11","temp_intcode_for_auto_old_int_code":"11","trc":"True","wera":"True","npi_email_temp":"hellenyanghui@gmail.com","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"44114","email":"bgieske@telus.net","first_name":"Elisabeth","last_name":"Fuller","phone":"4033829467","orgname":"BF Bookkeeping","customer_acct_name":"BF Bookkeeping","tags":"NPI LN sent to TM, 251104 New Lapsed, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"175121","full_name":"Elisabeth Fuller","members_type":"PRO","canceldate":"2025-11-04","new_member_date_2":"2010-09-22","paid_thru":"2025-08-31","phone_2":"4033810606","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2011-01-12","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":"2014-10-10","province":"AB","cpa_certification":"PCP","last_act_type":"2026-05-05","language":"English","last_infoline_date_type":"2023-11-15","pds_october":"7","last_conf_date_type":"2024-08-21","do_id":"L25P2617","number_of_passed_courses":"4","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P2617","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"05","blocnote":"LNC Nov 12 2025 vm\n2026 May 12 voicemail reached, no human contact\n2026-05-12 Dial no answer, phone: +14033810606\n2026 May 14 - Reached voicemail (Betty at 3829467).\n2026-05-14 Dial no answer, phone: +14033810606\n2026 May 19 reached voicemail for Betty, no contact with Elisabeth\n2026-05-19 Dial no answer, phone: +14033810606\n2026 May 21 reached voicemail for Betty at 3829467, no message left\n2026-05-21 Dial no answer, phone: +14033810606","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:01-04:00","temp_intcode_for_auto_old_int_code":"05","trc":"False","wera":"False","pds_november":"7","npi_email_temp":"bgieske@telus.net","pcl_completion_date_5":"2016-01-12","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31","thewithdrawaldate":"2025-11-04","aitm_status_called":"2026-05-21T11:52:07-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached a voicemail for Betty, who is the intended contact Elisabeth. No conversation took place as the voicemail was left without leaving a message.","aitm_callsummarytitle":"Voicemail reached, no message left","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_5c65f87635f6a1469822b7ed110","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5c65f87635f6a1469822b7ed110","old_int_code":"06","mini_nps":"3","onesentencenotrenewed":"No contact; voicemail reached.","initialvalue":"Other","othermemberbenefit":"Not provided","prootherreasonsnottorenew":"No contact made; reason not provided.","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"44125","email":"wongalex10@gmail.com","first_name":"Chung","last_name":"Wong","phone":"4166738223","orgname":"Ming Pao Newspapers (Canada) Ltd.","customer_acct_name":"Ming Pao Newspapers (Canada) Ltd.","tags":"NPI LN sent to TM, 251104 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"247979","full_name":"Chung Yan Wong, CHRP","members_type":"PRO","canceldate":"2025-11-03","new_member_date_2":"2016-11-01","paid_thru":"2025-10-31","phone_2":"4164601282","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2017-01-15","pf1_status":"P","pf1_completion_date":"2017-07-17","pf2_status":"P","pf2_completion_date":"2017-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-07-07","province":"ON","cpa_certification":"PCP","last_act_type":"2026-01-02","language":"English","last_infoline_date_type":"2018-01-26","do_id":"L25P2624","number_of_passed_courses":"4","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P2624","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","intcode":"06","blocnote":"LN Nov 12 2025 vm\n2026-05-25 Dial no answer, phone: +14166738223\n2026 May 25 contact leaving the country and no longer working in payroll\n2026-05-26 Dial no answer, phone: +14166738223\n2026 May 26 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-26T10:07:30-04:00","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"wongalex10@gmail.com","pcl_completion_date_5":"2022-01-15","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31","thewithdrawaldate":"2025-11-03","aitm_status_called":"2026-05-26T10:22:06-04:00","number_of_call_attempts":"2","npi_voicemaildetection":"Yes","usersentiment":"Neutral","old_int_code":"05","retell_call_status":"ended","session_id":"call_13bf47dc1ad7256acede28eebaf","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_13bf47dc1ad7256acede28eebaf","number_of_total_call_attempts":"4","npi_transcriptsummary":"The call was not answered by a human and went to voicemail.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","onesentencenotrenewed":"Leaving the country and no longer working in payroll.","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","old_do_id":"L25P2624","number_of_calls_reached":"1","ln_entered_date":"2026-05-26","called_by":"AC Automation"}},"seriesid":"163"}
{"contact":{"id":"43997","email":"connolly1212@gmail.com","first_name":"Sean","last_name":"Connolly","phone":"5194522000","orgname":"Thames Valley District School Board","customer_acct_name":"Thames Valley District School Board","tags":"WR251001, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Sean Connolly, Payroll Help Desk","members_type":"CORP","coidnewmbrdate":"1979-03-01","city_1":"St Thomas","province":"ON","phone_2":"5196191774","found":"DO4 Phone","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"344672","new_member_date_2":"2024-11-22","paid_thru":"2026-07-31","organization_id":"5153","last_act_type":"2026-03-20","language":"English","company_paid_thru":"2026-07-31","pcl_status":"P","pcl_completion_date":"2025-05-05","pf1_status":"P","pf1_completion_date":"2025-09-23","pf2_status":"P","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","do_id":"LB2504807","temp_do_id_for_auto_old_do_id":"LB2504807","npi_email_temp":"connolly1212@gmail.com","pf2_completion_date":"2026-02-11","pcl_completion_date_5":"2030-05-05","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","cert_status":"ACTIVE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-05-01","pcp_we":"APPROVED","cpa_certification":"PCP","company_status":"A"}},"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":"2025-05-03","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","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"43863","email":"daisy.nduks@gmail.com","first_name":"Amaka","last_name":"Ndukwe","phone":"7787001412","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"328061","full_name":"Amaka Ndukwe","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2023-08-16","paid_thru":"2025-07-31","phone_2":"7787001412","province":"NB","language":"English","do_id":"L25C7808","lead_status":"Lapsed Member","time_zone":"1","temp_do_id_for_auto_old_do_id":"L25C7808","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-09-18","pcl_status":"F","pcl_completion_date":"2023-12-04","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:32:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"daisy.nduks@gmail.com","pcl_completion_date_5":"2028-12-04","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43690","email":"mybsolutions@outlook.com","first_name":"Tracey","last_name":"Schwartz","phone":"2505406860","orgname":"Mind Your Biz Solutions","customer_acct_name":"Mind Your Biz Solutions","tags":"AI Contacts sent to TM 2026, 251002 New AST, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"individual_id":"283634","full_name":"Tracey Schwartz","members_type":"AST","new_member_date_2":"2019-12-09","paid_thru":"2026-11-30","province":"BC","language":"English","time_zone":"5","do_id":"AST2301","temp_do_id_for_auto_old_do_id":"AST2301","lead_status":"Renewed AST","date_of_renewal_identification":"2025-10-02","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","last_infoline_date_type":"2024-03-26","last_act_type":"2025-10-14","sendaigeneral":"2025-10-27T12:39:00-04:00","blocnote":"May 14 2026 vm","sendoctoberemail":"2025-10-27T12:39:52-04:00","sendaidate":"2025-10-27T12:39:53-04:00","phone_2":"","extension_phone_1":"","email2":"","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T12:05:00-04:00","intcode":"06","full_name_2":" ","sendmayemail":"2025-10-27T12:41:00-04:00","value_designation":"No","mini_nps":"5","testimonial":"","testimonialagree":"No","testimonialrefusal":"","temp_intcode_for_auto_old_int_code":"06","telemarketing_call_date":"2026-05-14","last_engaged_date":"2025-11-11","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":"mybsolutions@outlook.com","pcl_completion_date_5":"2025-04-19","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","old_int_code":"31"}},"seriesid":"163"}
{"contact":{"id":"45547","email":"no-email383@ler.com","first_name":"Payroll","last_name":"Department","phone":"4504393130","orgname":"Ville de Saint-Lin-Laurentides","customer_acct_name":"Ville de Saint-Lin-Laurentides","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"257962","full_name":"Payroll Department","members_type":"CORP","paid_thru":"2023-08-31","phone_2":"228","organization_id":"205170","trc":"False","wera":"False","province":"QC","last_act_type":"2023-03-16","language":"English","corp_cancel_date":"2023-11-02","do_id":"L25O3067","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","temp_do_id_for_auto_old_do_id":"L25O3067","npi_email_temp":"no-email383@ler.com","formatted_paid_thru":"31\/08\/2023","latest_paid_thru":"2023-08-31","company_paid_thru":"2023-08-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44070","email":"sanobarrazzaq@gmail.com","first_name":"Sanobar","last_name":"Razzaq","phone":"6479074998","orgname":"Dedicated Bookkeeping Services","customer_acct_name":"Dedicated Bookkeeping Services","tags":"npiAlert1, npiAlert20, 251104 New AST, 2512 Active AST approached, TMAI","ip4":"10.13.132.104","fields":{"individual_id":"270369","full_name":"Sanobar Razzaq","members_type":"AST","canceldate":"2026-03-03","new_member_date_2":"2025-01-22","paid_thru":"2025-12-31","phone_2":"2899810995","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2019-04-29","pf1_status":"P","pf1_completion_date":"2019-07-14","pf2_status":"P","pf2_completion_date":"2020-04-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-13","province":"ON","cpa_certification":"PCP","last_act_type":"2025-01-22","language":"English","do_id":"L25A02888","lead_status":"Lapsed Member","number_of_passed_courses":"4","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25A02888","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","sendcandapplicationform":"2025-11-25T16:24:00-05:00","blocnote":"Nov 17 2025 completed with email sent\n2026 Mar 10 call reached voicemail, no contact made\n2026 Mar 10 reached voicemail, left message\n2026 Mar 12 contact interested in career advancement, not ready to renew now, email sent with application form.","extension_phone_1":"","email2":"","intcode":"02","full_name_2":" ","sendmayemail":"2025-11-17T11:26:00-05:00","mini_nps":"4","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","sendaigeneral":"2025-11-17T11:26:00-05:00","temp_intcode_for_auto_old_int_code":"02","sendnovemberemail":"2025-11-17T11:26:59-05:00","sendaidate":"2025-11-17T11:27:00-05:00","last_engaged_date":"2025-11-25","dhmsfin_telemarketing_last_contacted_date":"2026-03-12T10:06:51-04:00","trc":"True","wera":"False","npi_email_temp":"sanobarrazzaq@gmail.com","ln_entered_date":"2026-03-04","old_do_id":"AST2435","old_int_code":"06","aitm_status_called":"2026-03-12T10:06:51-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent contacted Sanobar to discuss her lapsed Associate membership with the National Payroll Institute. Sanobar expressed interest in advancing her payroll career but was not ready to renew immediately. The agent sent an email with the membership application form for her to review at her convenience.","aitm_callsummarytitle":"Membership renewal discussion and application form sent","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":"2026-03-12T10:09:00-04:00","onesentencenotrenewed":"Not ready to renew today, maybe some other day.","initialvalue":"Career","age_range":"31-45","number_of_calls_reached":"1","pcl_completion_date_5":"2024-04-29","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"44161","email":"sophie.ren.2019@gmail.com","first_name":"Fang","last_name":"Ren","phone":"7788816728","orgname":"Winwave Marketing Corp.","customer_acct_name":"Winwave Marketing Corp.","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342518","full_name":"Fang Ren","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-18","paid_thru":"2025-08-31","phone_2":"7788816728","pcl_status":"P","pcl_completion_date":"2024-12-20","pf1_status":"F","pf1_completion_date":"2025-03-10","province":"BC","last_act_type":"2026-05-04","language":"English","do_id":"L25C8276","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":"L25C8276","trc":"True","wera":"False","intcode":"06","blocnote":"LNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T16:55:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"sophie.ren.2019@gmail.com","pcl_completion_date_5":"2029-12-20","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"43904","email":"rose_michelle382@hotmail.com","first_name":"Rose-Michele","last_name":"Pierre","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"338511","full_name":"Rose-Michele Pierre","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-08","paid_thru":"2025-07-31","phone_2":"4382264827","province":"QC","language":"French","do_id":"L25C7849","lead_status":"Lapsed Member","time_zone":"2","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C7849","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-08-08","pcl_status":"F","pcl_completion_date":"2024-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"rose_michelle382@hotmail.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43611","email":"natasha.manzano@calgary.ca","first_name":"Natasha","last_name":"Manzano","phone":"","orgname":"The City of Calgary","customer_acct_name":"The City of Calgary","tags":"WR250918, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Natasha Manzano","coidnewmbrdate":"1981-01-03","city_1":"Calgary","province":"AB","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"354953","organization_id":"6150","language":"English","members_type":"CORP","paid_thru":"2027-04-30","company_paid_thru":"2027-04-30","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2506580","temp_do_id_for_auto_old_do_id":"LB2506580","npi_email_temp":"natasha.manzano@calgary.ca","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","company_status":"A"}},"seriesid":"163"}
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{"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, 260522 Lapsed DEL","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":"2026-03-18","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":"2026-05-28","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","company_paid_thru":"2027-02-28","latest_paid_thru":"2027-02-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44077","email":"nancy.lavallie@gmail.com","first_name":"Nancy","last_name":"Lavallie","phone":"4036309561","orgname":"Runaway Software","customer_acct_name":"Runaway Software","tags":"npiAlert20, 251104 New AST, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"284410","full_name":"Nancy Lavallie","members_type":"AST","canceldate":"2026-03-03","new_member_date_2":"2020-01-08","paid_thru":"2025-12-31","phone_2":"4036309561","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2021-04-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-06-21","province":"AB","cpa_certification":"PCP","last_act_type":"2026-05-13","language":"English","lead_status":"Refused","number_of_passed_courses":"4","time_zone":"4","temp_do_id_for_auto_old_do_id":"L25A02867","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","blocnote":"Nov 17 2025 she cut me off from them beginning saying that she still couldn't find any payroll job. She is 69 and retiring soon so she is not going to be using the membership anymore.\n2026 May 08 contact refused to renew due to lack of job help and accreditation issues","dhmsfin_telemarketing_last_contacted_date":"2026-05-08T13:06:49-04:00","intcode":"01","temp_intcode_for_auto_old_int_code":"01","old_int_code":"99","trc":"True","wera":"False","npi_email_temp":"nancy.lavallie@gmail.com","ln_entered_date":"2026-03-04","old_do_id":"L25A02867","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-08T13:06:49-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent spoke with Nancy regarding her lapsed NPI membership. Nancy expressed dissatisfaction with the membership, particularly due to lack of job placement help and accreditation barriers, and declined to renew. The agent acknowledged her concerns and ended the call courteously.","aitm_callsummarytitle":"Membership Non-Renewal Due to Job Help and Accreditation Issues","notrenewedwanttorenew":"No","mini_nps":"4","onesentencenotrenewed":"Did not renew because she did not receive promised job help and faced accreditation barriers.","initialvalue":"Designation","astotherreasonsnottorenew":"I was told that I would get help finding a job once I completed the course. What I really found out was that, no, I didn't get any help. And I could not get work in this area because everybody wanted somebody that was fully accredited, not, oh, well, you type a course, but unless you're accredited, we're not gonna hire you But I couldn't get accreditation unless I had worked in the area for a year. So it was a dog chasing its tail.","age_range":"61+","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_1414ca9fd2ac2ba07cdced091ad","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_1414ca9fd2ac2ba07cdced091ad","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"44012","email":"arshnagra2000@gmail.com","first_name":"Arshdeep","last_name":"Singh","phone":"3065692288","orgname":"Knight Archer Insurance Division of StoneRidge Insurance Brokers","customer_acct_name":"Knight Archer Insurance Division of StoneRidge Insurance Brokers","tags":"","ip4":"0.0.0.0","fields":{"full_name":"Arshdeep Singh","city_1":"Regina","province":"SK","found":"DO4 Phone","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-01-13","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"","individual_id":"351470","language":"English","members_type":"CAND","time_zone":"3","last_act_type":"2026-09-01","number_of_passed_courses":"0","temp_do_id_for_auto_old_do_id":"L25C08343","trc":"False","wera":"False","new_member_date_2":"2025-06-04","pcl_status":"F","pcl_completion_date":"2025-10-01","paid_thru":"2026-05-31","intcode":"99","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"arshnagra2000@gmail.com","pcl_completion_date_5":"2030-10-01","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","last_infoline_date_type":"2025-10-07"}},"seriesid":"163"}
{"contact":{"id":"44149","email":"satveerdhaliwal26@gmail.com","first_name":"Satveer","last_name":"Dhaliwal","phone":"6047819343","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340321","full_name":"Satveer Kaur Dhaliwal","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-08-27","paid_thru":"2025-08-31","phone_2":"6047819343","pcl_status":"P","pcl_completion_date":"2024-12-02","province":"BC","last_act_type":"2024-08-27","language":"English","do_id":"L25C8269","number_of_passed_courses":"1","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8269","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"06","blocnote":"LNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T16:51:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"satveerdhaliwal26@gmail.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"44094","email":"wicelyne_paul@hotmail.com","first_name":"Wicelyne","last_name":"Paul","phone":"5143771675","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341682","full_name":"Wicelyne Paul","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-03","paid_thru":"2025-08-31","phone_2":"5143771675","pcl_status":"P","pcl_completion_date":"2024-12-18","province":"QC","last_act_type":"2024-03-09","language":"French","do_id":"L25C8238","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8238","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","npi_email_temp":"wicelyne_paul@hotmail.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"43812","email":"stephstewart@me.com","first_name":"Stephanie","last_name":"Stewart","phone":"","orgname":"","customer_acct_name":"","tags":"251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"315313","full_name":"Stephanie Stewart","members_type":"CAND","new_member_date_2":"2022-09-06","paid_thru":"2027-04-30","phone_2":"4038163791","province":"AB","language":"English","lead_status":"Refused","time_zone":"4","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"LB2507339","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C7759","last_infoline_date_type":"2026-05-20","last_act_type":"2026-05-20","pcl_status":"P","pcl_completion_date":"2023-02-06","pf1_status":"P","pf1_completion_date":"2023-09-28","pf2_status":"P","pf2_completion_date":"2023-12-20","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2507339","npi_email_temp":"stephstewart@me.com","pcl_completion_date_5":"2028-02-06","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
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{"contact":{"id":"44048","email":"leanne.ejsymont@gmail.com","first_name":"Leanne","last_name":"Ejsymont","phone":"","orgname":"","customer_acct_name":"","tags":"251029 New AST","ip4":"0.0.0.0","fields":{"individual_id":"227855","full_name":"Leanne Ejsymont, PCP","members_type":"PRO","canceldate":"2017-09-06","new_member_date_2":"2025-10-28","paid_thru":"2026-10-31","phone_2":"4037006967","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2014-12-22","pf1_status":"P","pf1_completion_date":"2015-06-15","pf2_status":"P","pf2_completion_date":"2017-06-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-06-22","province":"AB","cpa_certification":"PCP","last_act_type":"2026-04-22","language":"English","last_conf_date_type":"2023-07-12","time_zone":"4","temp_do_id_for_auto_old_do_id":"LB2506042","number_of_passed_courses":"4","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","old_do_id":"AST2406","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"leanne.ejsymont@gmail.com","pcl_completion_date_5":"2019-12-22","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","last_infoline_date_type":"2026-04-22"}},"seriesid":"163"}
{"contact":{"id":"43679","email":"renee@hergottcaseih.com","first_name":"Ren\u00e9e","last_name":"McKinnon","phone":"3066822592","orgname":"Hergott Farm Equipment Ltd.","customer_acct_name":"Hergott Farm Equipment Ltd.","tags":"250926 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"284439","full_name":"Ren\u00e9e McKinnon","members_type":"CAND","canceldate":"2025-03-04","new_member_date_2":"2020-01-09","paid_thru":"2024-12-31","phone_2":"3062317719","province":"SK","language":"English","time_zone":"3","lead_status":"Refused","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_2_members_only_ast":"","pipeline_1_lapsed_members":"Refused Lapsed","temp_do_id_for_auto_old_do_id":"LB2506944","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C7707","last_infoline_date_type":"2024-06-03","last_act_type":"2025-07-25","pcl_status":"P","pcl_completion_date":"2020-05-17","number_of_passed_courses":"1","trc":"True","wera":"False","do_id":"LB2506944","npi_email_temp":"renee@hergottcaseih.com","pcl_completion_date_5":"2025-05-17","formatted_paid_thru":"31\/12\/2024","latest_paid_thru":"2024-12-31"}},"seriesid":"163"}
{"contact":{"id":"45173","email":"no-email608@ler.com","first_name":"Payroll","last_name":"Department","phone":"5142886664","orgname":"Omnitrans Inc.","customer_acct_name":"Omnitrans Inc.","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"332895","full_name":"Payroll Department","members_type":"CORP","paid_thru":"2024-01-31","organization_id":"195786","trc":"False","wera":"False","province":"QC","language":"English","corp_cancel_date":"2024-04-02","do_id":"L25O4296","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4296","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email608@ler.com","formatted_paid_thru":"31\/01\/2024","latest_paid_thru":"2024-01-31","company_paid_thru":"2024-01-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"43866","email":"luzcuestas@gmail.com","first_name":"Luz","last_name":"Sanchez","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"339962","full_name":"Luz Aracelly Cuestas Sanchez","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-07-31","paid_thru":"2025-07-31","phone_2":"5148020817","province":"QC","language":"French","do_id":"L25C7811","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25C7811","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-03-12","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"luzcuestas@gmail.com","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"42641","email":"maweiwei1105@gmail.com","first_name":"Dingxuan","last_name":"Ma","phone":"5145717788","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":"338407","full_name":"Dingxuan Ma","members_type":"CAND","lead_status":"Lapsed Member","do_id":"L25C05679","new_member_date_2":"2024-06-03","city_1":"Montreal","province":"QC","language":"English","time_zone":"2","area_code":"514","phone_2":"5145717788","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":"L25C05679","last_act_type":"2024-02-06","pcl_status":"P","pcl_completion_date":"2024-08-20","pf1_status":"P","pf1_completion_date":"2024-10-17","pf2_status":"F","pf2_completion_date":"2025-01-17","number_of_passed_courses":"2","intcode":"05","blocnote":"LNC Nov 11 2025 vm\r\nLNC Dec 8 2025 vm\r\nLNC Dec 19 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-12-19T10:49:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"05","trc":"True","wera":"False","old_int_code":"06","npi_email_temp":"maweiwei1105@gmail.com","pcl_completion_date_5":"2029-08-20","formatted_paid_thru":"31\/05\/2025","latest_paid_thru":"2025-05-31"}},"seriesid":"163"}
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{"contact":{"id":"43960","email":"cherie@cherieharbour.com","first_name":"Cherie","last_name":"Harbour","phone":"6046494395","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340779","full_name":"Cherie Harbour","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-08","paid_thru":"2025-07-31","phone_2":"6046494395","province":"BC","language":"English","do_id":"L25C7905","lead_status":"Lapsed Member","time_zone":"5","temp_do_id_for_auto_old_do_id":"L25C7905","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_infoline_date_type":"2025-02-14","last_act_type":"2025-02-14","pcl_status":"P","pcl_completion_date":"2024-11-06","number_of_passed_courses":"1","intcode":"06","blocnote":"Nov 19 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T14:28:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"cherie@cherieharbour.com","pcl_completion_date_5":"2029-11-06","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43588","email":"mbeaupre@candiac.ca","first_name":"Myriam-Karine","last_name":"Beaupr\u00e9","phone":"4503722399","orgname":"Ville de Candiac","customer_acct_name":"Ville de Candiac","tags":"CSV imported, paie.ca visited, Payroll Resource Accessed, NPIdealed, npiAlert14, WR250918, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"origin":"Lapsed Members","explicit_consent_date":"2009-05-22","domain_1":"ville.candiac.qc.ca","attended_webinar":"Yes","lapsed_expiration_date":"2009-05-22","area_code":"450","region":"QC","last_engaged_date":"2024-12-16","blocnote":"14 mai 2025\u00a0bv\r\n28 mai 2025 bv\r\n3 juin 2025 bv\r\n15 juillet 2025 bv","pds_august":"2","full_name":"Myriam-Karine Beaupr\u00e9","coidnewmbrdate":"2025-04-09","city_1":"Candiac","province":"QC","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-27","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"182821","paid_thru":"2026-08-31","organization_id":"146358","language":"French","members_type":"CORP","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2506352","time_zone":"2","pds_september":"2","last_act_type":"2025-10-11","company_paid_thru":"2026-08-31","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-10-18T14:22:00-04:00","temp_intcode_for_auto_old_int_code":"99","last_infoline_date_type":"2025-10-11","number_of_passed_courses":"0","pds_october":"2","old_int_code":"24","trc":"False","wera":"False","pds_november":"2","old_do_id":"L25O02076","npi_email_temp":"mbeaupre@candiac.ca","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","corp_cancel_date":"2020-07-03","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"43883","email":"tatsisstavroula@gmail.com","first_name":"Stavroula","last_name":"Tatsis","phone":"5146223158","orgname":"WeCook","customer_acct_name":"WeCook","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"327854","full_name":"Stavroula Tatsis","members_type":"CAND","new_member_date_2":"2023-08-11","paid_thru":"2026-07-31","phone_2":"5146223158","province":"QC","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2507437","date_of_renewal_identification":"2025-11-15","pipeline_1_lapsed_members":"Renewed lapsed","last_infoline_date_type":"2026-05-03","last_act_type":"2026-05-03","pcl_status":"P","pcl_completion_date":"2025-04-24","pf1_status":"F","pf1_completion_date":"2024-06-20","number_of_passed_courses":"1","intcode":"99","blocnote":"LNC \/ 19 November 2025 Renewed last week - NPI#: 327854","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T09:49:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","old_int_code":"13","trc":"True","wera":"False","old_do_id":"L25C7828","npi_email_temp":"tatsisstavroula@gmail.com","pcl_completion_date_5":"2030-04-24","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","company_paid_thru":"2026-07-31","company_status":"A","organization_id":"265805","last_conf_date_type":"2026-06-02"}},"seriesid":"163"}
{"contact":{"id":"43816","email":"dinifithria@gmail.com","first_name":"Dini","last_name":"Romadani","phone":"","orgname":"","customer_acct_name":"","tags":"251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"315332","full_name":"Dini Romadani","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2022-08-08","paid_thru":"2025-07-31","phone_2":"6479040231","province":"ON","language":"English","lead_status":"Refused","time_zone":"2","intcode":"21","temp_do_id_for_auto_old_do_id":"LB2504962","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":"L25C7762","last_act_type":"2024-09-30","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-04-30","pf2_status":"P","pf2_completion_date":"2023-08-21","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2504962","npi_email_temp":"dinifithria@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"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":"2024-10-09","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","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"43693","email":"johnsonvelisha@gmail.com","first_name":"Velisha","last_name":"Johnson","phone":"4167128999","orgname":"OPENLANE Canada","customer_acct_name":"OPENLANE Canada","tags":"251002 New AST, 2512 Active AST approached, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"284337","full_name":"Velisha Johnson","members_type":"AST","new_member_date_2":"2020-01-22","paid_thru":"2025-11-30","phone_2":"4167128999","province":"ON","language":"English","time_zone":"2","do_id":"L25A02790","temp_do_id_for_auto_old_do_id":"L25A02790","lead_status":"Lapsed Member","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","last_infoline_date_type":"2025-04-25","last_act_type":"2025-04-25","blocnote":"Dec 10 2025 spoke to her 2 weeks ago ( just ask if she renewed her memberhsip or not\r\nDec 166 2025 vm\n2026 Feb 27 voicemail reached, no human contact\n2026 Feb 27 reached voicemail, no contact made\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no contact with Velisha\n2026 Mar 09 voicemail reached, no contact with Velisha\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","intcode":"06","temp_intcode_for_auto_old_int_code":"06","pcl_status":"F","pcl_completion_date":"2021-12-12","number_of_passed_courses":"0","telemarketing_call_date":"2025-10-27","trc":"False","wera":"False","sendpreexpirationemail":"2025-11-27T10:42:00-05:00","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":"","last_engaged_date":"2025-11-27","npi_email_temp":"johnsonvelisha@gmail.com","canceldate":"2026-02-03","ln_entered_date":"2026-02-04","old_do_id":"AST2305","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","pcl_completion_date_5":"2026-12-12","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"44166","email":"tweetie0419@yahoo.com","first_name":"Sarah","last_name":"Parker","phone":"","orgname":"Summit Brooke Construction","customer_acct_name":"Summit Brooke Construction","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"291793","full_name":"Sarah Parker","members_type":"CAND","new_member_date_2":"2020-09-21","paid_thru":"2026-08-31","phone_2":"7789089478","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2022-01-02","province":"BC","last_act_type":"2025-08-12","language":"English","last_infoline_date_type":"2025-03-31","number_of_passed_courses":"3","time_zone":"5","lead_status":"Refused","intcode":"21","temp_do_id_for_auto_old_do_id":"LB2507570","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":"L25C8025","trc":"True","wera":"False","do_id":"LB2507570","pf2_status":"P","npi_email_temp":"tweetie0419@yahoo.com","pf2_completion_date":"2026-05-04","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"44095","email":"l_kelly140406@fanshaweonline.ca","first_name":"Leanne","last_name":"Kelly","phone":"5192743770","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341736","full_name":"Leanne Kelly","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-04","paid_thru":"2025-08-31","phone_2":"5192743770","pcl_status":"P","pcl_completion_date":"2024-12-18","pf1_status":"F","pf1_completion_date":"2025-04-29","province":"ON","last_act_type":"2025-01-13","language":"English","do_id":"L25C8239","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8239","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"06","blocnote":"LNC \/ 09 December 2025 at work - can't talk","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T10:15:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"l_kelly140406@fanshaweonline.ca","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"43853","email":"amandamu0123@gmail.com","first_name":"Jia","last_name":"Mu","phone":"4384092882","orgname":"","customer_acct_name":"","tags":"251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"327717","full_name":"Jia Mu, PCP","members_type":"PRO","new_member_date_2":"2023-08-14","paid_thru":"2026-07-31","cert_status":"ACTIVE","phone_2":"4384092882","province":"QC","cpa_certification":"PCP","language":"English","lead_status":"Renewed Lapsed","time_zone":"2","temp_do_id_for_auto_old_do_id":"LB2504251","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-10-15","pipeline_1_lapsed_members":"Renewed lapsed","last_act_type":"2025-08-10","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-10-21T11:42:00-04:00","temp_intcode_for_auto_old_int_code":"99","blocnote":"LN Oct 21 2025 no answer","old_int_code":"05","pcl_status":"P","pcl_completion_date":"2023-11-02","pf1_status":"P","pf1_completion_date":"2024-02-05","pf2_status":"P","pf2_completion_date":"2024-03-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-02-27","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","old_do_id":"L25P2558","npi_email_temp":"amandamu0123@gmail.com","pcl_completion_date_5":"2028-11-02","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"44069","email":"valery.ashley@gmail.com","first_name":"Valery","last_name":"Giovannini","phone":"5812213411","orgname":"South Western Insurance Group","customer_acct_name":"South Western Insurance Group","tags":"251104 New AST, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"267098","full_name":"Valery Giovannini","members_type":"PRO","canceldate":"2023-11-02","new_member_date_2":"2025-01-24","paid_thru":"2026-12-31","phone_2":"5142942546","pcl_status":"P","pcl_completion_date":"2019-01-07","pf1_status":"P","pf1_completion_date":"2025-05-24","pf2_status":"P","pf2_completion_date":"2025-09-10","province":"QC","last_act_type":"2025-12-24","language":"English","last_infoline_date_type":"2025-07-05","pds_october":"1","lead_status":"Renewed APX","number_of_passed_courses":"4","time_zone":"2","temp_do_id_for_auto_old_do_id":"LB2507591","date_of_renewal_identification":"2026-01-04","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","cert_status":"ACTIVE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-11-07","cpa_certification":"PCP","blocnote":"Dec 10 2025 vm  Dec 16 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T10:11:00-05:00","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","pds_november":"1","pcp_we":"APPROVED","old_do_id":"AST2434","old_int_code":"06","npi_email_temp":"valery.ashley@gmail.com","pcl_completion_date_5":"2024-01-07","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"43751","email":"ramankaler1998@gmail.com","first_name":"Ramanpreet","last_name":"Kaler","phone":"6042188516","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"333462","full_name":"Ramanpreet Kaler","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-22","paid_thru":"2025-07-31","phone_2":"6042188516","province":"BC","language":"English","do_id":"L25C7952","lead_status":"Lapsed Member","time_zone":"5","temp_do_id_for_auto_old_do_id":"L25C7952","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","intcode":"06","blocnote":"LNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T16:02:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"ramankaler1998@gmail.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43727","email":"collingsjolayne@gmail.com","first_name":"Jolayne","last_name":"Collings","phone":"2508653225","orgname":"Teck Coal Ltd.","customer_acct_name":"Teck Coal Ltd.","tags":"npiAlert13, 251002 New Lapsed","ip4":"10.13.135.21","fields":{"individual_id":"204544","full_name":"Jolayne Collings","members_type":"PRO","new_member_date_2":"2012-08-22","paid_thru":"2026-07-31","cert_status":"ACTIVE","phone_2":"4035634070","province":"AB","cpa_certification":"PCP","language":"English","lead_status":"Not Relevant","time_zone":"4","temp_do_id_for_auto_old_do_id":"AST02614","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-12-18","pipeline_1_lapsed_members":"","last_act_type":"2026-12-01","intcode":"99","blocnote":"LN Oct 21 2025 vm 2nd number","dhmsfin_telemarketing_last_contacted_date":"2025-10-21T11:03:00-04:00","temp_intcode_for_auto_old_int_code":"99","pcl_status":"P","pcl_completion_date":"2013-02-04","pf1_status":"P","pf1_completion_date":"2013-08-08","pf2_status":"P","pf2_completion_date":"2014-03-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-03-07","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","old_do_id":"AST02614","telemarketing_call_date":"2025-10-21","old_int_code":"06","npi_email_temp":"collingsjolayne@gmail.com","pcl_completion_date_5":"2018-02-04","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"43716","email":"amy42211@gmail.com","first_name":"Cheuk","last_name":"Tong","phone":"7788146320","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"336278","full_name":"Cheuk Wing Tong","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-01","paid_thru":"2025-07-31","phone_2":"7788146320","province":"BC","language":"English","do_id":"L25C7936","lead_status":"Lapsed Member","time_zone":"5","temp_do_id_for_auto_old_do_id":"L25C7936","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-01-08","pcl_status":"P","pcl_completion_date":"2024-11-06","number_of_passed_courses":"1","intcode":"05","blocnote":"LNC Nov 18 2025 no answer","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T16:27:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"05","trc":"True","wera":"False","npi_email_temp":"amy42211@gmail.com","pcl_completion_date_5":"2029-11-06","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43965","email":"bellavia.rita@gmail.com","first_name":"Rita","last_name":"Bellavia","phone":"6474547482","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340876","full_name":"Rita Bellavia","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-14","paid_thru":"2025-07-31","phone_2":"6474547482","province":"ON","language":"English","do_id":"LB2504479","lead_status":"Refused","time_zone":"2","temp_do_id_for_auto_old_do_id":"LB2504479","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","last_act_type":"2024-09-12","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"21","blocnote":"Dec 3 2025 she refused to answer the questions. she didn't renew because she is not in payroll position anymore","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:48:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C7910","npi_email_temp":"bellavia.rita@gmail.com","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43395","email":"aubinrosanne@hotmail.com","first_name":"Rosanne","last_name":"Aubin","phone":"","orgname":"","customer_acct_name":"","tags":"250918 new lapsed","ip4":"0.0.0.0","fields":{"individual_id":"286147","full_name":"Rosanne Aubin","members_type":"CAND","canceldate":"2023-04-04","new_member_date_2":"2020-02-27","paid_thru":"2023-01-31","province":"QC","language":"French","time_zone":"2","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":"LB2504421","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C5957","last_infoline_date_type":"2022-12-05","last_act_type":"2023-09-01","pcl_status":"P","pcl_completion_date":"2020-05-31","pf1_status":"P","pf1_completion_date":"2020-10-18","pf2_status":"F","pf2_completion_date":"2021-04-11","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2504421","npi_email_temp":"aubinrosanne@hotmail.com","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/01\/2023","latest_paid_thru":"2023-01-31"}},"seriesid":"163"}
{"contact":{"id":"43606","email":"danielle.schramm@calgary.ca","first_name":"Danielle","last_name":"Schramm","phone":"4039236186","orgname":"The City of Calgary","customer_acct_name":"The City of Calgary","tags":"npiAlert9, npiAlert11, npiAlert13, WR250918, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Danielle Schramm","coidnewmbrdate":"1981-01-03","city_1":"Calgary","province":"AB","found":"DO4 Company","lead_status":"Lapsed Member","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","individual_id":"354948","language":"English","members_type":"CORP","paid_thru":"2026-04-30","company_paid_thru":"2027-04-30","pcl_status":"P","number_of_passed_courses":"1","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"False","do_id":"L25O05291","temp_do_id_for_auto_old_do_id":"L25O05291","npi_email_temp":"danielle.schramm@calgary.ca","pcl_completion_date":"2026-02-03","pipeline_2_members_only_ast":"","ln_entered_date":"2026-05-27","old_do_id":"LB2504867","time_zone":"4","pcl_completion_date_5":"2031-02-03","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","last_act_type":"2026-03-25"}},"seriesid":"163"}
{"contact":{"id":"44001","email":"johnanthony.cortez@saskhealthauthority.ca","first_name":"John","last_name":"Cortez","phone":"3063475506","orgname":"3sHealth (Health Shared Services Saskatchewan)","customer_acct_name":"3sHealth (Health Shared Services Saskatchewan)","tags":"WR251001, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"John Anthony Cortez","members_type":"CORP","coidnewmbrdate":"1997-10-14","city_1":"Regina","province":"SK","found":"DO4 Phone","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"355403","paid_thru":"2027-02-28","organization_id":"12711","language":"English","company_paid_thru":"2027-02-28","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2505702","temp_do_id_for_auto_old_do_id":"LB2505702","npi_email_temp":"johnanthony.cortez@saskhealthauthority.ca","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"43858","email":"h.yussuf2023@gmail.com","first_name":"Hamdi","last_name":"Ahmed","phone":"7806917029","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"339414","full_name":"Hamdi Ahmed","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-07","paid_thru":"2025-07-31","phone_2":"7806917029","province":"AB","language":"English","do_id":"L25C7802","lead_status":"Lapsed Member","time_zone":"4","temp_do_id_for_auto_old_do_id":"L25C7802","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-07-08","pcl_status":"P","pcl_completion_date":"2024-10-16","pf1_status":"P","pf1_completion_date":"2024-11-19","pf2_status":"P","pf2_completion_date":"2025-02-18","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC \/ 11 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T17:35:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"h.yussuf2023@gmail.com","pcl_completion_date_5":"2029-10-16","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"44087","email":"paulstephenwillis@gmail.com","first_name":"Paul","last_name":"Willis","phone":"4168500093","orgname":"Mere Bagatelle","customer_acct_name":"Mere Bagatelle","tags":"251104 New AST, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"319996","full_name":"Paul Willis","members_type":"AST","new_member_date_2":"2025-01-22","paid_thru":"2025-12-31","phone_2":"6475187285","province":"ON","last_act_type":"2025-12-02","language":"English","last_infoline_date_type":"2025-12-02","do_id":"L25A02886","lead_status":"Lapsed Member","number_of_passed_courses":"0","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25A02886","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","blocnote":"Dec 11 2025 vmDec 16 2025 vm\n2026 Mar 10 contact requested follow-up by email for membership questions","dhmsfin_telemarketing_last_contacted_date":"2026-03-10T14:06:37-04:00","intcode":"22","temp_intcode_for_auto_old_int_code":"22","trc":"False","wera":"False","npi_email_temp":"paulstephenwillis@gmail.com","canceldate":"2026-03-03","ln_entered_date":"2026-03-04","old_do_id":"AST2454","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 Paul and confirmed his identity before informing him about his lapsed Associate membership with the National Payroll Institute. Paul requested a direct follow-up by email from a representative, which the agent confirmed would be forwarded accordingly. The call ended with the agent offering further assistance, which Paul did not pursue.","aitm_callsummarytitle":"Follow-up requested by email for membership inquiry","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"06","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","concernquestion":"User requested a direct follow-up by email from a representative regarding membership questions.","retell_call_status":"ended","number_of_calls_reached":"1","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"43921","email":"tabarker@outlook.com","first_name":"Terry","last_name":"Barker","phone":"7809791441","orgname":"Command Energy Rentals Ltd.","customer_acct_name":"Command Energy Rentals Ltd.","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341501","full_name":"Terry Ann Barker","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-29","paid_thru":"2025-07-31","province":"AB","language":"English","do_id":"L25C7866","lead_status":"Lapsed Member","time_zone":"4","temp_do_id_for_auto_old_do_id":"L25C7866","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":"2024-12-12","number_of_passed_courses":"1","blocnote":"Nov 19 2025 completed without renewal","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T11:22:00-05:00","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":"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","trc":"True","wera":"False","npi_email_temp":"tabarker@outlook.com","pcl_completion_date_5":"2029-12-12","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43707","email":"mgarland7@shaw.ca","first_name":"Maureen","last_name":"Garland","phone":"6048576200","orgname":"Wonderbrands Inc.","customer_acct_name":"Wonderbrands Inc.","tags":"251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"121611","full_name":"Maureen Garland, PCP","members_type":"PRO","new_member_date_2":"2022-08-15","paid_thru":"2026-07-31","cert_status":"ACTIVE","phone_2":"6043723594","province":"BC","cpa_certification":"PCP","language":"English","pds_september":"4","extension_phone_1":"223","lead_status":"Renewed Lapsed","time_zone":"5","temp_do_id_for_auto_old_do_id":"LB2506413","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-10-08","pipeline_1_lapsed_members":"Renewed lapsed","last_act_type":"2026-04-05","intcode":"99","dhmsfin_telemarketing_last_contacted_date":"2025-10-18T14:08:00-04:00","temp_intcode_for_auto_old_int_code":"99","pcl_status":"P","pcl_completion_date":"2008-01-03","pf1_status":"P","pf1_completion_date":"2008-04-29","pf2_status":"P","pf2_completion_date":"2008-10-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-02-17","number_of_passed_courses":"4","pds_october":"4","old_int_code":"24","trc":"True","wera":"False","pds_november":"4","old_do_id":"L25P2514","npi_email_temp":"mgarland7@shaw.ca","pcl_completion_date_5":"2013-01-03","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"44163","email":"allyjungyeonhan@gmail.com","first_name":"Ally","last_name":"Han","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342522","full_name":"Ally Han","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-24","paid_thru":"2025-08-31","phone_2":"6045002261","pcl_status":"F","pcl_completion_date":"2024-12-03","province":"BC","last_act_type":"2024-09-24","language":"English","do_id":"L25C8277","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":"L25C8277","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"allyjungyeonhan@gmail.com","pcl_completion_date_5":"2029-12-03","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"43914","email":"viv.lee89@gmail.com","first_name":"Wei","last_name":"Lee","phone":"2367885885","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341236","full_name":"Wei Lee","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-23","paid_thru":"2025-07-31","phone_2":"2367885885","province":"BC","language":"English","do_id":"L25C7859","lead_status":"Lapsed Member","time_zone":"5","temp_do_id_for_auto_old_do_id":"L25C7859","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-08-23","pcl_status":"F","pcl_completion_date":"2024-11-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T16:15:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"viv.lee89@gmail.com","pcl_completion_date_5":"2029-11-06","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"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":"2024-04-11","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","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"43725","email":"xeniag64@gmail.com","first_name":"Ksenia","last_name":"Gontcharouk","phone":"4162033106","orgname":"Greensaver","customer_acct_name":"Greensaver","tags":"npiAlert13, 251002 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"204192","full_name":"Ksenia Gontcharouk","members_type":"PRO","canceldate":"2025-10-01","new_member_date_2":"2012-08-21","paid_thru":"2025-07-31","cert_status":"WITHDRAWN","phone_2":"4168317494","province":"ON","cpa_certification":"PCP","language":"English","do_id":"L25P2523","lead_status":"Lapsed Member","time_zone":"2","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P2523","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_infoline_date_type":"2024-03-10","last_act_type":"2025-12-30","intcode":"05","blocnote":"LN Oct 20 2025 line busy\n2026-05-25 invalid phone destination, phone: +14162033106\n2026-05-25 Dial no answer, phone: +14168317494","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:07-04:00","temp_intcode_for_auto_old_int_code":"05","pcl_status":"P","pcl_completion_date":"2012-12-14","pf1_status":"P","pf1_completion_date":"2013-03-27","pf2_status":"P","pf2_completion_date":"2013-11-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-01-08","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"xeniag64@gmail.com","pcl_completion_date_5":"2017-12-14","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","thewithdrawaldate":"2025-10-01","aitm_status_called":"2026-05-25T12:22:12-04:00","number_of_call_attempts":"2","npi_voicemaildetection":"No","usersentiment":"Unknown","old_int_code":"08","retell_call_status":"not_connected","session_id":"call_7036afe8c5c16b5fd737349a4f5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7036afe8c5c16b5fd737349a4f5","number_of_total_call_attempts":"2"}},"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","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43907","email":"catherine_alliso@hotmail.com","first_name":"Catherine","last_name":"Allison-McLeod","phone":"2892429413","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341523","full_name":"Catherine Allison-McLeod","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-30","paid_thru":"2025-07-31","phone_2":"2892429413","province":"ON","language":"English","do_id":"L25C7852","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25C7852","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-09-19","pcl_status":"P","pcl_completion_date":"2024-12-20","number_of_passed_courses":"1","intcode":"06","blocnote":"LNC \/ 19 November 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-11-19T09:50:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"catherine_alliso@hotmail.com","pcl_completion_date_5":"2029-12-20","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
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{"contact":{"id":"44120","email":"emilytanzina@hotmail.com","first_name":"Emily","last_name":"Bhuiyan","phone":"5143770789","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341996","full_name":"Emily Tanzina Bhuiyan","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-24","paid_thru":"2025-08-31","phone_2":"5143770789","pcl_status":"F","pcl_completion_date":"2024-12-18","province":"QC","last_act_type":"2025-06-03","language":"English","do_id":"L25C8254","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8254","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"emilytanzina@hotmail.com","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"43722","email":"kanaxb2@gmail.com","first_name":"Hiu","last_name":"Lo","phone":"2048028237","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"353432","full_name":"Hiu Wa Lo","members_type":"CAND","paid_thru":"2026-07-31","phone_2":"2048028237","province":"BC","language":"English","lead_status":"Lapsed Member","time_zone":"5","last_act_type":"2025-12-12","do_id":"L25C07964","temp_do_id_for_auto_old_do_id":"L25C07964","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T16:02:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"kanaxb2@gmail.com","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"44146","email":"ceciliacollenspretell@hotmail.com","first_name":"Patricia","last_name":"Collens","phone":"4377782903","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"288810","full_name":"Patricia Collens","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-03","paid_thru":"2025-08-31","phone_2":"4377782903","pcl_status":"P","pcl_completion_date":"2020-08-23","pf1_status":"P","pf1_completion_date":"2024-12-02","pf2_status":"P","pf2_completion_date":"2025-04-14","province":"ON","last_act_type":"2024-09-19","language":"English","do_id":"L25C8017","number_of_passed_courses":"3","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8017","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"10","blocnote":"LNC Dec 4 2025 vm\r\nLNC Dec 16 2025 call back, called back vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-16T13:14:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","old_int_code":"06","npi_email_temp":"ceciliacollenspretell@hotmail.com","pcl_completion_date_5":"2025-08-23","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"43948","email":"nikhilnair285@gmail.com","first_name":"Nikhil","last_name":"Nair","phone":"7783259504","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340630","full_name":"Nikhil Nair","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-07","paid_thru":"2025-07-31","phone_2":"7783259504","province":"BC","language":"English","do_id":"L25C7893","lead_status":"Lapsed Member","time_zone":"5","temp_do_id_for_auto_old_do_id":"L25C7893","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-06-08","pcl_status":"F","pcl_completion_date":"2024-12-02","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T16:42:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"nikhilnair285@gmail.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43825","email":"ismail.loba@gmail.com","first_name":"Ismail","last_name":"Towolawi","phone":"4313345182","orgname":"","customer_acct_name":"","tags":"npiAlert12, npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"10.13.131.123","fields":{"individual_id":"324327","full_name":"Ismail Towolawi","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2023-08-17","paid_thru":"2025-07-31","phone_2":"4313345182","province":"MB","language":"English","do_id":"L25C7770","lead_status":"Lapsed Member","time_zone":"3","temp_do_id_for_auto_old_do_id":"L25C7770","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":"2023-11-27","pf1_status":"F","pf1_completion_date":"2024-02-26","number_of_passed_courses":"1","sendapplicationform":"2025-11-18T16:41:00-05:00","blocnote":"Nov 18 2025 completed he is willing to renew I already sent him the form for the candidate membership but he would like to get an email with links to the online courses.","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T16:47:00-05:00","intcode":"55","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"55","trc":"True","wera":"False","old_int_code":"23","npi_email_temp":"ismail.loba@gmail.com","pcl_completion_date_5":"2028-11-27","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"44080","email":"al2m@hotmail.com","first_name":"Aline","last_name":"Maalouf","phone":"4036177667","orgname":"","customer_acct_name":"","tags":"npiAlert16, AI Contacts sent to TM 2026, 251104 New AST, 2512 Active AST approached","ip4":"10.13.145.149","fields":{"individual_id":"291781","full_name":"Aline Maalouf","members_type":"AST","canceldate":"2022-11-02","new_member_date_2":"2024-01-05","paid_thru":"2026-12-31","phone_2":"","pcl_status":"P","pcl_completion_date":"2021-01-10","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2021-12-20","province":"AB","last_act_type":"2026-05-23","language":"English","do_id":"AST2446","lead_status":"Renewed AST","number_of_passed_courses":"3","time_zone":"4","temp_do_id_for_auto_old_do_id":"AST2446","date_of_renewal_identification":"2025-11-04","pipeline_1_lapsed_members":"Renewed lapsed","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","sendcandapplicationform":"2026-05-14T11:48:00-04:00","blocnote":"May 14 2026 Survey completed - resource and application emails. She said she is in the process of complete certification but would still like certification email.","extension_phone_1":"","email2":"","intcode":"32","full_name_2":" ","sendmayemail":"2025-11-17T11:45:00-05:00","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","sendaigeneral":"2026-05-14T11:48:00-04:00","temp_intcode_for_auto_old_int_code":"32","sendnovemberemail":"2025-11-17T11:45:18-05:00","sendaidate":"2026-05-14T11:48:32-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T11:49:00-04:00","telemarketing_call_date":"2026-05-14","trc":"True","wera":"False","last_engaged_date":"2025-11-26","npi_email_temp":"al2m@hotmail.com","pcl_completion_date_5":"2026-01-10","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","resourceaware":"Yes","resourcevisitedselfreport":"About a year ago","value_designation":"Yes","old_int_code":"31","sendaiemail":"2026-05-14T11:48:32-04:00"}},"seriesid":"163"}
{"contact":{"id":"43637","email":"treesamathew001@gmail.com","first_name":"Soumya","last_name":"Mathew","phone":"9055288972","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"250926 New AST","ip4":"127.0.0.1","fields":{"individual_id":"305744","full_name":"Soumya Mathew, PCP","members_type":"PRO","new_member_date_2":"2025-09-19","paid_thru":"2026-08-31","cert_status":"ACTIVE","phone_2":"3659997393","province":"ON","cpa_certification":"PCP","language":"English","time_zone":"2","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2507548","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","last_act_type":"2025-10-31","blocnote":"Oct 10 2025 vm\r\nOct 30 2025 name not found the directory","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T08:55:00-04:00","intcode":"16","temp_intcode_for_auto_old_int_code":"16","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2021-11-14","pf1_status":"P","pf1_completion_date":"2021-12-12","pf2_status":"P","pf2_completion_date":"2022-02-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-09-19","old_int_code":"06","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","old_do_id":"AST2243","npi_email_temp":"treesamathew001@gmail.com","pcl_completion_date_5":"2026-11-14","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"43732","email":"ejoyreid@yahoo.com","first_name":"Esther","last_name":"Reid-Duncan","phone":"9052708777","orgname":"Knowledge First Financial","customer_acct_name":"Knowledge First Financial","tags":"npiAlert13, 251002 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"217493","full_name":"Esther Reid-Duncan","members_type":"PRO","canceldate":"2025-10-01","new_member_date_2":"2013-08-08","paid_thru":"2025-07-31","cert_status":"WITHDRAWN","phone_2":"4167247269","province":"ON","cpa_certification":"PCP","language":"English","extension_phone_1":"4375","do_id":"L25P2525","lead_status":"Lapsed Member","time_zone":"2","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25P2525","last_conf_date_type":"2020-06-17","last_act_type":"2025-12-30","intcode":"15","blocnote":"LN Oct 20 2025 vm\n2026 May 15 call reached receptionist at Embark; Esther does not have a direct line; callback date\/time requested\n2026 May 19 call attempt to Embark, unable to connect, call ended.","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:12:02-04:00","temp_intcode_for_auto_old_int_code":"15","pcl_status":"P","pcl_completion_date":"2013-12-17","pf1_status":"P","pf1_completion_date":"2014-04-23","pf2_status":"P","pf2_completion_date":"2014-08-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-08-13","number_of_passed_courses":"4","trc":"False","wera":"False","npi_email_temp":"ejoyreid@yahoo.com","pcl_completion_date_5":"2018-12-17","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","thewithdrawaldate":"2025-10-01","aitm_status_called":"2026-05-19T11:12:02-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was an attempt to reach Embark (formerly Knowledge First Financial) through an automated phone menu. The user navigated the menu by pressing digits but was ultimately unable to connect and received a message to try again later.","aitm_callsummarytitle":"Failed Connection to Embark","notrenewedwanttorenew":"No","mini_nps":"1","npi_voicemaildetection":"No","ivrdetector":"Yes","old_int_code":"03","callsequence":"Not reached","human_or_not":"No","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_d2cdb3759d528d6ffe2df463dad","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d2cdb3759d528d6ffe2df463dad","number_of_calls_reached":"2","onesentencenotrenewed":"Could not connect to the service; call ended without renewal discussion.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Unable to connect to the service during the call.","age_range":"Preferred not to say"}},"seriesid":"163"}
{"contact":{"id":"43956","email":"stalinaa.sa@gmail.com","first_name":"Stalina","last_name":"Astakhov","phone":"7057955951","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"339973","full_name":"Stalina Astakhov","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-27","paid_thru":"2025-07-31","phone_2":"7057955951","province":"ON","language":"English","do_id":"L25C7901","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25C7901","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-09-18","pcl_status":"P","pcl_completion_date":"2024-11-19","pf1_status":"P","pf1_completion_date":"2024-09-23","pf2_status":"P","pf2_completion_date":"2024-10-21","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC Nov 12 2025 vm\r\nLNC Dec 15 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-15T14:23:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"stalinaa.sa@gmail.com","pcl_completion_date_5":"2029-11-19","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43973","email":"hazellbautista@yahoo.com","first_name":"Hazell","last_name":"Abdon","phone":"","orgname":"Government of Alberta","customer_acct_name":"Government of Alberta","tags":"npiPartnerAccount, 251002 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"340809","full_name":"Hazell Abdon","members_type":"CORP","canceldate":"2025-10-01","new_member_date_2":"2024-08-23","paid_thru":"2026-10-31","phone_2":"5879376182","province":"AB","language":"English","lead_status":"Partner","time_zone":"4","temp_do_id_for_auto_old_do_id":"LB2505366","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"","old_do_id":"LB2505366","last_act_type":"2025-02-10","organization_id":"11242","company_paid_thru":"2026-10-31","pcl_status":"P","pcl_completion_date":"2024-12-02","pf1_status":"P","pf1_completion_date":"2025-03-25","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"","pf2_status":"P","npi_email_temp":"hazellbautista@yahoo.com","pf2_completion_date":"2026-04-15","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"43543","email":"wywwu0510@gmail.com","first_name":"YueWen","last_name":"Wu","phone":"","orgname":"","customer_acct_name":"","tags":"250918 new lapsed","ip4":"0.0.0.0","fields":{"individual_id":"326751","full_name":"YueWen Wu","members_type":"CAND","new_member_date_2":"2023-07-07","paid_thru":"2026-06-30","phone_2":"6475107870","province":"ON","language":"English","time_zone":"2","lead_status":"Renewed Lapsed","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"LB2507691","date_of_renewal_identification":"2025-10-08","pipeline_1_lapsed_members":"Renewed lapsed","last_act_type":"2026-04-05","pcl_status":"P","pcl_completion_date":"2023-09-28","pf1_status":"P","pf1_completion_date":"2023-12-20","pf2_status":"P","pf2_completion_date":"2024-03-19","number_of_passed_courses":"4","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"True","wera":"True","old_do_id":"L25C6088","npi_email_temp":"wywwu0510@gmail.com","cert_status":"PENDING","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-04-02","pcl_completion_date_5":"2028-09-28","formatted_paid_thru":"30\/06\/2026","latest_paid_thru":"2026-06-30","cpa_certification":"PCP"}},"seriesid":"163"}
{"contact":{"id":"44157","email":"reehal.loveleen@gmail.com","first_name":"Loveleen","last_name":"Reehal","phone":"9055953549","orgname":"Sun Chemical Ltd.","customer_acct_name":"Sun Chemical Ltd.","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"292421","full_name":"Loveleen Kaur Reehal, CHRP","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2020-09-11","paid_thru":"2025-08-31","phone_2":"9059960357","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2023-04-16","pf2_status":"P","pf2_completion_date":"2023-07-29","province":"ON","last_act_type":"2024-09-26","language":"English","number_of_passed_courses":"3","time_zone":"2","lead_status":"Refused","temp_do_id_for_auto_old_do_id":"LB2506929","pipeline_2_members_only_ast":"","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":"L25C8021","trc":"True","wera":"False","do_id":"LB2506929","npi_email_temp":"reehal.loveleen@gmail.com","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"43756","email":"mbowenconsulting@gmail.com","first_name":"Mishra","last_name":"Bowen","phone":"9055711022","orgname":"","customer_acct_name":"","tags":"npiAlert13, 251002 New Lapsed, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"265572","full_name":"Mishra Bowen","members_type":"PRO","canceldate":"2025-10-01","new_member_date_2":"2018-08-02","paid_thru":"2025-07-31","cert_status":"WITHDRAWN","phone_2":"9059037229","province":"ON","cpa_certification":"PCP","language":"English","pds_september":"3","extension_phone_1":"310","do_id":"L25P2536","lead_status":"Lapsed Member","time_zone":"2","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P2536","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2025-12-30","intcode":"03","blocnote":"LN Oct 21 2025 Mishra is no longer there\n2026 May 19 call ended shortly after initial greetings, contact unclear\n2026 May 21 call reached a gatekeeper at Ontario conference of the Seventh day Adventist Church; Mishra not available, no callback time given.","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:02:05-04:00","temp_intcode_for_auto_old_int_code":"03","old_int_code":"16","pcl_status":"P","pcl_completion_date":"2019-01-07","pf1_status":"P","pf1_completion_date":"2019-06-10","pf2_status":"P","pf2_completion_date":"2019-09-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-07-25","number_of_passed_courses":"4","pds_october":"3","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"3","npi_email_temp":"mbowenconsulting@gmail.com","pcl_completion_date_5":"2024-01-07","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","thewithdrawaldate":"2025-10-01","aitm_status_called":"2026-05-21T11:02:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Mishra regarding their National Payroll Institute membership but was unable to reach Mishra directly. The agent spoke with a representative who was unsure of Mishra's availability and did not provide a callback time.","aitm_callsummarytitle":"Unable to Reach Mishra for Membership Renewal","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not available and no renewal intent was expressed.","initialvalue":"Other","othermemberbenefit":"Professional outreach and membership updates","prootherreasonsnottorenew":"Contact was not available to discuss membership renewal.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_08cb4a0bcfc349efefa937df0cf","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_08cb4a0bcfc349efefa937df0cf","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"43868","email":"mahmoud.taha.ibrahim@gmail.com","first_name":"Mahmoud","last_name":"Ibrahim","phone":"8197438434","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"339983","full_name":"Mahmoud Ibrahim","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-07-26","paid_thru":"2025-07-31","phone_2":"8197438434","province":"ON","language":"English","do_id":"L25C7813","lead_status":"Lapsed Member","time_zone":"2","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C7813","last_act_type":"2024-07-29","pcl_status":"F","pcl_completion_date":"2024-11-01","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"10","blocnote":"","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:33:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"10","npi_email_temp":"mahmoud.taha.ibrahim@gmail.com","pcl_completion_date_5":"2029-11-01","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43643","email":"mitulpatel801@gmail.com","first_name":"Mitulkumar","last_name":"Patel","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"AI Contacts sent to TM 2026, 250926 New AST, WRA251001, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"344895","full_name":"Mitulkumar Ishvarbha Patel","members_type":"AST","new_member_date_2":"2025-09-19","paid_thru":"2026-08-31","cert_status":"PENDING","phone_2":"6475444284","province":"ON","cpa_certification":"PCP","language":"English","time_zone":"2","do_id":"AST2344","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2344","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","last_act_type":"2025-09-19","city_1":"Etobicoke","old_do_id":"AST2249","found":"DO4 Phone","date_of_renewal_identification":"2025-10-06","blocnote":"May 13 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:22:00-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","telemarketing_call_date":"2026-05-13","pcl_status":"P","pcl_completion_date":"2025-01-14","pf1_status":"P","pf1_completion_date":"2025-02-18","pf2_status":"P","pf2_completion_date":"2025-03-10","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":"2025-12-01T10:14:19-05:00","last_engaged_date":"2025-12-02","npi_email_temp":"mitulpatel801@gmail.com","pcl_completion_date_5":"2030-01-14","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"44089","email":"o.osakue80@gmail.com","first_name":"Osakue","last_name":"Ogunbor","phone":"5873174472","orgname":"DXP\/HSE Integrated","customer_acct_name":"DXP\/HSE Integrated","tags":"251104 New AST, 2512 Active AST approached, TMAI","ip4":"127.0.0.1","fields":{"individual_id":"333967","full_name":"Osakue Ogunbor","members_type":"AST","new_member_date_2":"2025-01-21","paid_thru":"2025-12-31","phone_2":"4037148735","province":"AB","last_act_type":"2025-01-21","language":"English","do_id":"L25A02871","lead_status":"Lapsed Member","number_of_passed_courses":"0","time_zone":"4","temp_do_id_for_auto_old_do_id":"L25A02871","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","blocnote":"Dec 12 2025 vm  Dec 16 2025 vm\n2026-05-08 invalid phone destination, phone: +15873174472\n2026 May 08 call reached voicemail, no conversation\n2026-05-11 invalid phone destination, phone: +15873174472\n2026 May 11 call went to voicemail, no contact made\n2026-05-13 invalid phone destination, phone: +15873174472\n2026 May 13 contact Osakue Ogunbor answered, initial value recorded as help with complex payroll compliance issues","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T15:08:24-04:00","intcode":"15","temp_intcode_for_auto_old_int_code":"15","trc":"False","wera":"False","npi_email_temp":"o.osakue80@gmail.com","canceldate":"2026-03-03","ln_entered_date":"2026-03-04","old_do_id":"AST2456","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","called_by":"Tri","aitm_status_called":"2026-05-13T15:23:23-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"6","npi_voicemaildetection":"No","usersentiment":"Neutral","old_int_code":"08","retell_call_status":"ended","session_id":"call_fb0c0be558a654a8781e388825b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fb0c0be558a654a8781e388825b","npi_transcriptsummary":"The agent successfully reached Osakue Ogunbor and confirmed the membership lapse. The agent asked the initial value question and the user responded with 'help with complex payroll compliance issues.' The agent then proceeded to ask the satisfaction rating question before the call ended.","aitm_callsummarytitle":"Membership lapse inquiry and initial survey question","notrenewedwanttorenew":"No","mini_nps":"3","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","initialvalue":"Help with Complex","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"44039","email":"janetkluz@gmail.com","first_name":"Janet","last_name":"Kluz","phone":"9059453230","orgname":"","customer_acct_name":"","tags":"npiAlert16, AI Contacts sent to TM 2026, 251024 New AST, 2512 Active AST approached","ip4":"10.13.131.123","fields":{"individual_id":"236199","full_name":"Janet Kluz","members_type":"AST","new_member_date_2":"2025-10-01","paid_thru":"2026-09-30","phone_2":"","province":"ON","last_act_type":"2025-10-21","language":"English","last_infoline_date_type":"2020-04-13","do_id":"AST2388","lead_status":"Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"AST2388","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","number_of_passed_courses":"0","pds_october":"6","sendcandapplicationform":"2025-11-25T16:24:00-05:00","blocnote":"May 13 2025 vm","extension_phone_1":"","email2":"","intcode":"06","full_name_2":" ","sendmayemail":"2025-11-17T10:36:00-05:00","mini_nps":"5","testimonialagree":"No","testimonial":"","testimonialrefusal":"NA","sendaigeneral":"2025-11-17T10:36:00-05:00","temp_intcode_for_auto_old_int_code":"06","sendnovemberemail":"2025-11-17T10:36:38-05:00","sendaidate":"2025-11-17T10:36:39-05:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T15:39:00-04:00","telemarketing_call_date":"2026-05-13","trc":"False","wera":"False","last_engaged_date":"2025-11-25","pds_november":"6","npi_email_temp":"janetkluz@gmail.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","old_int_code":"31"}},"seriesid":"163"}
{"contact":{"id":"43796","email":"christine.erickson83@gmail.com","first_name":"Christine","last_name":"Erickson","phone":"","orgname":"","customer_acct_name":"","tags":"251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"315346","full_name":"Christine Erickson","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2022-08-08","paid_thru":"2025-07-31","phone_2":"7808865857","province":"AB","language":"English","lead_status":"Refused","time_zone":"4","intcode":"21","temp_do_id_for_auto_old_do_id":"LB2504765","pipeline_2_members_only_ast":"","onesentencenotrenewed":"CAND reached 3 years limit for renewal","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C7742","last_infoline_date_type":"2023-12-07","last_act_type":"2024-09-17","pcl_status":"P","pcl_completion_date":"2022-12-25","pf1_status":"P","pf1_completion_date":"2023-09-13","number_of_passed_courses":"2","trc":"True","wera":"False","do_id":"LB2504765","npi_email_temp":"christine.erickson83@gmail.com","pcl_completion_date_5":"2027-12-25","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43970","email":"kaurgill1003@gmail.com","first_name":"Harpreet","last_name":"Kaur","phone":"4372349801","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340902","full_name":"Harpreet Kaur","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-13","paid_thru":"2025-07-31","phone_2":"4372349801","province":"ON","language":"English","do_id":"L25C7915","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25C7915","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-08-10","pcl_status":"P","pcl_completion_date":"2024-12-03","pf1_status":"P","pf1_completion_date":"2025-03-17","pf2_status":"P","pf2_completion_date":"2025-06-03","number_of_passed_courses":"3","blocnote":"LNC \/ 13 November 2025 Completed - She is still looking for a job","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T09:02:00-05:00","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","othermemberbenefit":"","notrenewednolongerinpayroll":"No","notrenewedleftcanada":"No","notrenewednotenoughvalue":"No","notrenewednobenefit":"No","did_not_find_it_beneficial_specify_why":"No","notrenewedother":"Looking for a job","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 now","hardtoparticipateevents":"No","hardtoparticipateeventsspecify":"","engagingstrategiesspecify":"","mini_nps":"9","age_range":"18 to 30 years","selfpayrollproficiency":"Native","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","trc":"True","wera":"False","npi_email_temp":"kaurgill1003@gmail.com","pcl_completion_date_5":"2029-12-03","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43634","email":"fazalmehmood1@outlook.com","first_name":"Fazal","last_name":"Mehmood","phone":"9055288972","orgname":"","customer_acct_name":"","tags":"250926 New AST, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"251955","full_name":"Fazal Mehmood","members_type":"PRO","canceldate":"2019-07-03","new_member_date_2":"2025-09-19","paid_thru":"2026-08-31","cert_status":"ACTIVE","phone_2":"6478853282","province":"ON","cpa_certification":"PCP","language":"English","time_zone":"2","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"LB2505159","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","last_act_type":"2025-12-24","blocnote":"Oct 10 2025 vm  Oct 30 2025 name not found in the directory","dhmsfin_telemarketing_last_contacted_date":"2025-10-30T08:53:00-04:00","intcode":"16","temp_intcode_for_auto_old_int_code":"16","telemarketing_call_date":"2025-10-30","pcl_status":"P","pcl_completion_date":"2017-09-03","pf1_status":"P","pf1_completion_date":"2017-12-24","pf2_status":"P","pf2_completion_date":"2025-05-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-09-19","old_int_code":"06","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:13:46-05:00","old_do_id":"AST2238","npi_email_temp":"fazalmehmood1@outlook.com","pcl_completion_date_5":"2022-09-03","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"44143","email":"claudiarobles21@outlook.com","first_name":"Claudia","last_name":"Miranda","phone":"","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342252","full_name":"Claudia Robles Grajeda de Miranda","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-12","paid_thru":"2025-08-31","phone_2":"7788383300","pcl_status":"F","pcl_completion_date":"2024-12-20","province":"BC","last_act_type":"2024-12-18","language":"English","do_id":"L25C8266","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8266","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"claudiarobles21@outlook.com","pcl_completion_date_5":"2029-12-20","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"43807","email":"adejohnsonty@yahoo.com","first_name":"Johnson","last_name":"Adeyemi","phone":"","orgname":"","customer_acct_name":"","tags":"NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"320556","full_name":"Johnson Temitope Adeyemi","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2023-08-01","paid_thru":"2026-07-31","cert_status":"PENDING","phone_2":"7096916073","province":"NL","cpa_certification":"PCP","language":"English","lead_status":"Renewed Lapsed","time_zone":"1","temp_do_id_for_auto_old_do_id":"LB2504171","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2025-11-03","pipeline_1_lapsed_members":"Renewed lapsed","last_act_type":"2025-10-31","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"P","pf1_completion_date":"2023-04-02","pf2_status":"P","pf2_completion_date":"2023-11-02","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-01-20","number_of_passed_courses":"4","intcode":"99","blocnote":"LNC \/ 13 November 2025 He made me wait for a long time - I will call later","dhmsfin_telemarketing_last_contacted_date":"2025-11-13T08:55:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"99","old_int_code":"06","trc":"True","wera":"True","old_do_id":"L25C7754","npi_email_temp":"adejohnsonty@yahoo.com","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"43660","email":"cherie.edward@yahoo.ca","first_name":"Cherie","last_name":"Edward","phone":"4169224250","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"AI Contacts sent to TM 2026, 250926 New AST, WRA251001, 2512 Active AST approached","ip4":"127.0.0.1","fields":{"individual_id":"344921","full_name":"Cherie Edward","members_type":"AST","new_member_date_2":"2025-09-19","paid_thru":"2026-08-31","cert_status":"PENDING","phone_2":"5199551883","province":"ON","cpa_certification":"PCP","language":"English","time_zone":"2","do_id":"AST2347","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2347","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","last_act_type":"2025-09-19","city_1":"Clinton","old_do_id":"AST2269","found":"DO4 Phone","date_of_renewal_identification":"2025-10-06","blocnote":"May 13 2026 Survey completed - resources email. Not considering payroll certification.","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:53:00-04:00","intcode":"31","temp_intcode_for_auto_old_int_code":"31","telemarketing_call_date":"2026-05-13","pcl_status":"P","pcl_completion_date":"2025-01-14","pf1_status":"P","pf1_completion_date":"2025-02-18","pf2_status":"P","pf2_completion_date":"2025-05-13","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":"cherie.edward@yahoo.ca","pcl_completion_date_5":"2030-01-14","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31","extension_phone_1":"","email2":"","full_name_2":" ","resourceaware":"Yes","resourcevisitedselfreport":"Last month","value_designation":"No","old_int_code":"06"}},"seriesid":"163"}
{"contact":{"id":"44002","email":"melanie.flibotte@csdce.org","first_name":"M\u00e9lanie","last_name":"Flibotte","phone":"6136754691","orgname":"Conseil Scolaire de District Catholique de l'Est Ontarien - CSDCEO","customer_acct_name":"Conseil Scolaire de District Catholique de l'Est Ontarien - CSDCEO","tags":"WR251001, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"M\u00e9lanie Flibotte","members_type":"CORP","coidnewmbrdate":"2022-01-18","city_1":"L'orignal","province":"ON","found":"DO4 Company","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"355408","paid_thru":"2026-12-31","organization_id":"308780","language":"English","company_paid_thru":"2026-12-31","last_act_type":"2025-10-14","number_of_passed_courses":"0","intcode":"99","temp_intcode_for_auto_old_int_code":"99","trc":"False","wera":"False","do_id":"LB2506382","temp_do_id_for_auto_old_do_id":"LB2506382","npi_email_temp":"melanie.flibotte@csdce.org","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"43836","email":"t_fast@fanshaweonline.ca","first_name":"Tracey","last_name":"Fast","phone":"5192592572","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"327858","full_name":"Tracey Fast","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2023-08-11","paid_thru":"2025-07-31","phone_2":"5192592572","province":"ON","language":"English","do_id":"L25C7781","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25C7781","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2026-04-30","pcl_status":"F","pcl_completion_date":"2024-12-18","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec 3 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T10:29:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"t_fast@fanshaweonline.ca","pcl_completion_date_5":"2029-12-18","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43995","email":"wjamil4@myseneca.ca","first_name":"Wajiha","last_name":"Jamil","phone":"4162077995","orgname":"ADP Canada","customer_acct_name":"ADP Canada","tags":"npiPartnerAccount, WR251001, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Wajiha Jamil","members_type":"CORP","coidnewmbrdate":"1991-10-01","city_1":"Brampton","province":"ON","phone_2":"9055985278","found":"DO4 Phone","lead_status":"Partner","date_of_renewal_identification":"2025-10-03","pipeline_1_lapsed_members":"","individual_id":"337165","organization_id":"8176","last_act_type":"2026-03-13","language":"English","company_paid_thru":"2026-12-31","pipeline_2_members_only_ast":"","last_infoline_date_type":"2026-03-13","pcl_status":"P","pcl_completion_date":"2024-08-20","pf1_status":"P","pf1_completion_date":"2024-12-12","pf2_status":"P","pf2_completion_date":"2025-04-21","number_of_passed_courses":"4","trc":"True","wera":"True","do_id":"","temp_do_id_for_auto_old_do_id":"LB2507676","npi_email_temp":"wjamil4@myseneca.ca","cert_status":"PENDING","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-02-06","pcl_completion_date_5":"2029-08-20","latest_paid_thru":"2026-12-31","formatted_paid_thru":"31\/12\/2026","paid_thru":"2026-12-31","old_do_id":"LB2507676","cpa_certification":"PCP","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"43775","email":"simar2riar@gmail.com","first_name":"Simarjeet","last_name":"Riar","phone":"6476250454","orgname":"2135395 Ontario Inc.","customer_acct_name":"2135395 Ontario Inc.","tags":"npiAlert13, 251002 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"280409","full_name":"Simarjeet Kaur Riar","members_type":"PRO","canceldate":"2025-10-01","new_member_date_2":"2024-08-26","paid_thru":"2025-07-31","cert_status":"WITHDRAWN","phone_2":"6473033044","province":"ON","cpa_certification":"PCP","language":"English","do_id":"L25P2546","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25P2546","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2025-12-30","intcode":"16","blocnote":"LN Oct 21 2025 vm\n2026 May 25 call reached wrong number, user said wrong number","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:07-04:00","temp_intcode_for_auto_old_int_code":"16","pcl_status":"P","pcl_completion_date":"2019-12-16","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2021-03-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-05-09","number_of_passed_courses":"4","trc":"True","wera":"False","pcp_we":"APPROVED","npi_email_temp":"simar2riar@gmail.com","pcl_completion_date_5":"2024-12-16","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31","thewithdrawaldate":"2025-10-01","aitm_status_called":"2026-05-25T12:07:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Simarjeet to discuss the lapsed Professional membership but the user indicated it was the wrong number. The call ended shortly after with no further discussion.","aitm_callsummarytitle":"Wrong Number - Call Ended","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"08","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_30ee817ed7e823cd5e68e94edba","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_30ee817ed7e823cd5e68e94edba","number_of_total_call_attempts":"1","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"44156","email":"mariliamartins460@gmail.com","first_name":"Marilia","last_name":"Martins","phone":"9053128500","orgname":"Barton Air Compressors","customer_acct_name":"Barton Air Compressors","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"342765","full_name":"Marilia Martins","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-25","paid_thru":"2025-08-31","phone_2":"9022028848","pcl_status":"F","pcl_completion_date":"2025-01-07","province":"ON","last_act_type":"2025-11-13","language":"English","do_id":"L25C8273","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8273","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"False","wera":"False","npi_email_temp":"mariliamartins460@gmail.com","pcl_completion_date_5":"2030-01-07","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"43814","email":"laurendwilliams@rocketmail.com","first_name":"Lauren","last_name":"Williams","phone":"","orgname":"","customer_acct_name":"","tags":"251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"315756","full_name":"Lauren Williams","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2022-08-19","paid_thru":"2025-07-31","phone_2":"9054521526","province":"ON","language":"English","lead_status":"Refused","time_zone":"2","intcode":"21","temp_do_id_for_auto_old_do_id":"LB2506021","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":"L25C7761","last_act_type":"2024-06-30","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","number_of_passed_courses":"3","trc":"True","wera":"False","do_id":"LB2506021","npi_email_temp":"laurendwilliams@rocketmail.com","pcl_completion_date_5":"2027-12-18","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43688","email":"sabmyo03@gmail.com","first_name":"Sabrina","last_name":"Myo","phone":"3064806965","orgname":"","customer_acct_name":"","tags":"251002 New AST, 2512 Active AST approached, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"271723","full_name":"Sabrina Myo","members_type":"AST","new_member_date_2":"2024-12-19","paid_thru":"2025-11-30","phone_2":"3064806965","province":"SK","language":"English","time_zone":"3","do_id":"L25A02818","temp_do_id_for_auto_old_do_id":"L25A02818","lead_status":"Lapsed Member","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pipeline_2_members_only_ast":"","last_infoline_date_type":"2025-09-22","last_act_type":"2025-09-22","blocnote":"DEc 10 2025 we spoke to her on the 27th of Nov so just ask her if she renewed\r\nDec 16 2025 vm\n2026 Feb 27 call reached voicemail, no message left\n2026 Feb 27 call reached voicemail, no message left\n2026 Mar 04 call reached voicemail, no contact made\n2026 Mar 06 call reached voicemail, no message left\n2026 Mar 06 voicemail reached, no message left\n2026 Mar 09 call reached voicemail, no message left\n2026 Mar 09 voicemail reached, no live contact\n2026 Mar 11 voicemail reached, message left for Brenda","dhmsfin_telemarketing_last_contacted_date":"2026-03-11T16:06:47-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","number_of_passed_courses":"0","telemarketing_call_date":"2025-10-27","trc":"False","wera":"False","sendpreexpirationemail":"2025-11-27T10:36:00-05:00","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":"2025-11-27T10:36:00-05:00","last_engaged_date":"2025-12-12","npi_email_temp":"sabmyo03@gmail.com","canceldate":"2026-02-03","old_do_id":"AST2299","ln_entered_date":"2026-02-04","aitm_status_called":"2026-03-11T16:16:49-04:00","number_of_call_attempts":"8","npi_transcriptsummary":"The agent reached a voicemail for Brenda and left a message as requested. No conversation with a human took place.","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","number_of_total_call_attempts":"8","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"44019","email":"burney.julie@gmail.com","first_name":"Julie","last_name":"Burney","phone":"5148506300","orgname":"CGI","customer_acct_name":"CGI","tags":"npiPartnerAccount, WR251008, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Julie Burney, PCP","city_1":"Longueuil","province":"QC","found":"DO4 Phone","lead_status":"Partner","date_of_renewal_identification":"2025-10-10","pipeline_1_lapsed_members":"","individual_id":"330112","organization_id":"7131","coidnewmbrdate":"1988-01-08","language":"English","phone_2":"4388884399","paid_thru":"2026-12-31","company_paid_thru":"2026-12-31","members_type":"CORP","time_zone":"2","pipeline_2_members_only_ast":"","cert_status":"ACTIVE","cpa_certification":"PCP","last_act_type":"2025-07-10","pcl_status":"P","pcl_completion_date":"2024-02-05","pf1_status":"P","pf1_completion_date":"2024-05-28","pf2_status":"P","pf2_completion_date":"2024-09-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-04-10","number_of_passed_courses":"4","trc":"True","wera":"True","pcp_we":"APPROVED","do_id":"","temp_do_id_for_auto_old_do_id":"LB2504583","npi_email_temp":"burney.julie@gmail.com","pcl_completion_date_5":"2029-02-05","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","old_do_id":"LB2504583","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"43871","email":"jordanlow197@gmail.com","first_name":"Jordan","last_name":"Low","phone":"6042193931","orgname":"BC Indigenous Housing Society","customer_acct_name":"BC Indigenous Housing Society","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341293","full_name":"Jordan Low","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-26","paid_thru":"2025-07-31","phone_2":"6042193931","province":"BC","language":"English","do_id":"L25C7816","lead_status":"Lapsed Member","time_zone":"5","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C7816","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-08-23","pcl_status":"F","pcl_completion_date":"2024-11-06","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC Dec  9 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T16:07:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"jordanlow197@gmail.com","pcl_completion_date_5":"2029-11-06","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"44009","email":"iarbour@cegepsth.qc.ca","first_name":"Isabelle","last_name":"Arbour","phone":"4507736800","orgname":"Cegep Saint-Hyacinthe","customer_acct_name":"Cegep Saint-Hyacinthe","tags":"npiAlert12, AI Contacts sent to TM 2026, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"individual_id":"355632","full_name":"Isabelle Arbour","members_type":"AST","new_member_date_2":"2025-10-02","paid_thru":"2026-09-30","province":"QC","last_act_type":"2026-03-31","language":"French","extension_phone_1":"2410","do_id":"AST2363","time_zone":"2","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2363","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member to be called","last_infoline_date_type":"2026-03-31","number_of_passed_courses":"0","blocnote":"ai.13 nov 2025 bv\r\ncompleter ;le 18 nov 2025","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T09:24:04-05:00","intcode":"31","temp_intcode_for_auto_old_int_code":"31","telemarketing_call_date":"2025-11-18","sendcandapplicationform":"2025-11-25T16:24:00-05:00","phone_2":"","email2":"","full_name_2":" ","sendmayemail":"2025-11-18T09:24:00-05:00","mini_nps":"4","testimonialagree":"No","testimonial":"","testimonialrefusal":"ne semble pas int\u00e9resser a r\u00e9pondre car elle est membre depuis peu.","sendaigeneral":"2025-11-18T09:18:00-05:00","old_int_code":"06","sendnovemberemail":"2025-11-18T09:24:05-05:00","sendaidatefr":"2025-11-18T09:24:06-05:00","last_engaged_date":"2025-12-01","trc":"False","wera":"False","npi_email_temp":"iarbour@cegepsth.qc.ca","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"43776","email":"egurbanova@gmail.com","first_name":"Esmira","last_name":"Gurbanova","phone":"","orgname":"","customer_acct_name":"","tags":"251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"299584","full_name":"Esmira Gurbanova","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2022-08-17","paid_thru":"2025-07-31","phone_2":"6472836547","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":"LB2505053","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C7727","last_infoline_date_type":"2025-12-06","last_act_type":"2025-12-06","pcl_status":"F","pcl_completion_date":"2022-12-11","number_of_passed_courses":"0","trc":"False","wera":"False","do_id":"LB2505053","npi_email_temp":"egurbanova@gmail.com","pcl_completion_date_5":"2027-12-11","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"45168","email":"traceysimpson86@hotmail.com","first_name":"Tracey","last_name":"Porter","phone":"5064326340","orgname":"Sussex Accounting Services Inc.","customer_acct_name":"Sussex Accounting Services Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"312554","full_name":"Tracey Porter","members_type":"CORP","paid_thru":"2023-05-31","phone_2":"5069940243","organization_id":"314271","pcl_status":"F","pcl_completion_date":"2022-10-30","trc":"False","wera":"False","province":"NB","last_act_type":"2022-06-27","language":"English","corp_cancel_date":"2023-08-02","do_id":"L25O3526","number_of_passed_courses":"0","time_zone":"1","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O3526","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"traceysimpson86@hotmail.com","pcl_completion_date_5":"2027-10-30","formatted_paid_thru":"31\/05\/2023","latest_paid_thru":"2023-05-31","company_paid_thru":"2023-05-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"44029","email":"lbaldwin@convergencenetworks.com","first_name":"Lisa","last_name":"Baldwin","phone":"2049434777","orgname":"Clear Concepts, A Convergence Networks Company","customer_acct_name":"Clear Concepts, A Convergence Networks Company","tags":"npiAlert12, 251015 New AST, 2512 Active AST approached","ip4":"0.0.0.0","fields":{"individual_id":"355900","full_name":"Lisa Baldwin, CPHR","members_type":"AST","new_member_date_2":"2025-10-13","paid_thru":"2026-09-30","phone_2":"2049186257","province":"MB","last_act_type":"2026-09-01","language":"English","last_infoline_date_type":"2026-09-01","do_id":"AST2385","time_zone":"3","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2385","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member to be called","number_of_passed_courses":"0","sendwelcomeapplicationform":"2025-11-10T10:54:00-05:00","regular_email_change_date":"2025-11-10T10:54:15-05:00","blocnote":"Nov 10 2025 completed","dhmsfin_telemarketing_last_contacted_date":"2025-11-10T10:56:00-05:00","onesentencenotrenewed":"","intcode":"25","source_of_membership":"Recom","job_title":"HRSupervisor","payroll_experience_in_years":"10+","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":"46-60","temp_intcode_for_auto_old_int_code":"25","telemarketing_call_date":"2025-11-10","trc":"False","wera":"False","sendmonthlyastemail":"2025-12-01T10:00:00-05:00","sendaidate":"2025-12-01T10:14:05-05:00","npi_email_temp":"lbaldwin@convergencenetworks.com","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30"}},"seriesid":"163"}
{"contact":{"id":"43891","email":"rika.miyake@outlook.com","first_name":"Rika","last_name":"Miyake","phone":"4033993876","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"338674","full_name":"Rika Miyake","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-09","paid_thru":"2025-07-31","phone_2":"4033993876","province":"AB","language":"English","do_id":"L25C7836","lead_status":"Lapsed Member","time_zone":"4","temp_do_id_for_auto_old_do_id":"L25C7836","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-09-08","pcl_status":"P","pcl_completion_date":"2024-12-02","number_of_passed_courses":"1","intcode":"06","blocnote":"Nov 18 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2025-11-18T17:00:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"rika.miyake@outlook.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43972","email":"megs.13.watts@gmail.com","first_name":"Megan","last_name":"Watts","phone":"4033126995","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340852","full_name":"Megan Watts","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-13","paid_thru":"2025-07-31","phone_2":"4033126995","province":"AB","language":"English","do_id":"L25C7917","lead_status":"Lapsed Member","time_zone":"4","temp_do_id_for_auto_old_do_id":"L25C7917","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-12-08","pcl_status":"F","pcl_completion_date":"2024-12-02","number_of_passed_courses":"0","trc":"False","wera":"False","blocnote":"LNC Dec 3 2025 Survey completed. She is thinking of renewing. Also said would have liked in person help.","dhmsfin_telemarketing_last_contacted_date":"2025-12-03T11:33:00-05:00","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":"","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":"Strong","intcode":"01","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"01","npi_email_temp":"megs.13.watts@gmail.com","pcl_completion_date_5":"2029-12-02","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43922","email":"leenasyp@gmail.com","first_name":"Sunyoung","last_name":"Park","phone":"7809991303","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"328414","full_name":"Sunyoung Park","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2023-08-30","paid_thru":"2025-07-31","phone_2":"7809991303","province":"AB","language":"English","do_id":"L25C7867","lead_status":"Lapsed Member","time_zone":"4","temp_do_id_for_auto_old_do_id":"L25C7867","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-06-14","pcl_status":"P","pcl_completion_date":"2024-01-03","pf1_status":"P","pf1_completion_date":"2024-05-01","pf2_status":"P","pf2_completion_date":"2024-08-12","number_of_passed_courses":"3","intcode":"06","blocnote":"LNC \/ 11 November 2025 VM\r\nLNC \/ 11 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-11T17:36:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","trc":"True","wera":"False","npi_email_temp":"leenasyp@gmail.com","pcl_completion_date_5":"2029-01-03","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43677","email":"kathie.chow@gmail.com","first_name":"Kar","last_name":"Chow","phone":"4232477111","orgname":"Domtar Inc.","customer_acct_name":"Domtar Inc.","tags":"npiAlert13, NPI LN sent to TM, 250926 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"198794","full_name":"Kar Wai (Kathie) Chow","members_type":"PRO","canceldate":"2025-09-18","new_member_date_2":"2023-09-26","paid_thru":"2025-09-30","cert_status":"WITHDRAWN","phone_2":"8038027500","province":"QC","cpa_certification":"PCP","language":"English","extension_phone_1":"81041","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P02599","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","pds_september":"2","last_act_type":"2025-12-17","do_id":"L25P02599","old_do_id":"L25P2500","pcl_status":"P","pcl_completion_date":"2019-07-02","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":"2020-04-28","number_of_passed_courses":"4","pds_october":"2","intcode":"0","blocnote":"LN Nov 12 202 vm\n2026 May 15 call reached automated company directory, no human contact.\n2026-05-19 dial busy, phone:  +15148485555\n2026-05-19 invalid phone destination, phone: +15196959787","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:12:01-04:00","temp_intcode_for_auto_old_int_code":"08","trc":"True","wera":"False","pcp_we":"APPROVED","pds_november":"2","npi_email_temp":"kathie.chow@gmail.com","pcl_completion_date_5":"2024-07-02","formatted_paid_thru":"30\/09\/2025","latest_paid_thru":"2025-09-30","thewithdrawaldate":"2025-09-18","aitm_status_called":"2026-05-19T11:27:03-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Kar Chow but encountered an automated company directory system repeatedly. The contact did not answer directly, and the call ended without a successful conversation.","aitm_callsummarytitle":"Call reached automated system, no human contact","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not answer and was routed to an automated system.","initialvalue":"Other","othermemberbenefit":"N\/A","old_int_code":"08","prootherreasonsnottorenew":"Contact was not reached due to automated system.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Unknown","retell_call_status":"not_connected","session_id":"call_2669b8c14e89d450814d11d315d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_2669b8c14e89d450814d11d315d","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"44129","email":"tongwang0521@icloud.com","first_name":"Tong","last_name":"Wang","phone":"4319900521","orgname":"","customer_acct_name":"","tags":"251104 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341992","full_name":"Tong Wang","members_type":"CAND","canceldate":"2025-11-04","new_member_date_2":"2024-09-07","paid_thru":"2025-08-31","phone_2":"4319900521","pcl_status":"P","pcl_completion_date":"2024-11-19","pf1_status":"F","pf1_completion_date":"2025-02-18","province":"MB","last_act_type":"2024-07-09","language":"English","do_id":"L25C8259","number_of_passed_courses":"1","time_zone":"3","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8259","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","trc":"True","wera":"False","intcode":"06","blocnote":"LNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T11:12:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"tongwang0521@icloud.com","pcl_completion_date_5":"2029-11-19","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31"}},"seriesid":"163"}
{"contact":{"id":"43916","email":"faridaaourchid@yahoo.fr","first_name":"Farida","last_name":"Aourchid","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341425","full_name":"Farida Aourchid","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-28","paid_thru":"2025-07-31","phone_2":"4382234266","province":"QC","language":"French","do_id":"L25C7861","lead_status":"Lapsed Member","time_zone":"2","temp_do_id_for_auto_old_do_id":"L25C7861","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-08-27","number_of_passed_courses":"0","trc":"False","wera":"False","npi_email_temp":"faridaaourchid@yahoo.fr","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43969","email":"taniawillemse@gmail.com","first_name":"Tania","last_name":"Willemse","phone":"6043665430","orgname":"GYBO - Get Your Books Outsourced","customer_acct_name":"GYBO - Get Your Books Outsourced","tags":"npiAlert13, NPI LN sent to TM, 251002 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"340954","full_name":"Tania Willemse","members_type":"CAND","canceldate":"2025-10-01","new_member_date_2":"2024-08-15","paid_thru":"2025-07-31","province":"BC","language":"English","do_id":"L25C7914","lead_status":"Lapsed Member","time_zone":"5","temp_do_id_for_auto_old_do_id":"L25C7914","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","last_act_type":"2024-11-29","number_of_passed_courses":"0","trc":"False","wera":"False","intcode":"06","blocnote":"LNC \/ 09 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-09T16:40:00-05:00","onesentencenotrenewed":"","temp_intcode_for_auto_old_int_code":"06","npi_email_temp":"taniawillemse@gmail.com","formatted_paid_thru":"31\/07\/2025","latest_paid_thru":"2025-07-31"}},"seriesid":"163"}
{"contact":{"id":"43994","email":"joselyn.ng@albertahealthservices.ca","first_name":"Joselyn","last_name":"Ng","phone":"7806088519","orgname":"Alberta Health Services\rHR Shared Services, Payroll Operations","customer_acct_name":"Alberta Health Services\rHR Shared Services, Payroll Operations","tags":"npiAlert6, npiAlert11, npiAlert13, WR251001, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"full_name":"Joselyn Ng, 187360","members_type":"CORP","coidnewmbrdate":"2007-12-24","city_1":"Calgary","phone_2":"4032809996","found":"DO4 Phone","lead_status":"Renewed Lapsed","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","individual_id":"326503","paid_thru":"2026-11-30","last_act_type":"2025-09-22","language":"English","temp_do_id_for_auto_old_do_id":"L25O02486","pipeline_2_members_only_ast":"","time_zone":"4","number_of_passed_courses":"0","do_id":"L25O02486","old_do_id":"L25O02488","organization_id":"125360","province":"AB","trc":"False","wera":"False","company_paid_thru":"2026-11-30","intcode":"99","blocnote":"LN \/ 04 December 2025 VM","dhmsfin_telemarketing_last_contacted_date":"2025-12-04T11:25:00-05:00","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"joselyn.ng@albertahealthservices.ca","old_int_code":"06","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"44116","email":"marieclaudina@yahoo.com","first_name":"Ann","last_name":"McCarthy","phone":"4165662163","orgname":"Weston Terrace","customer_acct_name":"Weston Terrace","tags":"NPI LN sent to TM, 251104 New Lapsed, TMAI","ip4":"10.13.144.5","fields":{"individual_id":"173905","full_name":"Ann Marie McCarthy","members_type":"PRO","canceldate":"2025-11-04","new_member_date_2":"2014-09-04","paid_thru":"2025-08-31","phone_2":"4166364769","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2015-02-12","pf1_status":"P","pf1_completion_date":"2015-05-25","pf2_status":"P","pf2_completion_date":"2015-12-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2016-02-03","province":"ON","cpa_certification":"PCP","last_act_type":"2026-02-02","language":"English","do_id":"L25P2618","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":"L25P2618","intcode":"02","blocnote":"LN Nov 12 2025 Ann Marie said she will be filling out the form soon but advised she had asked that her membership be put on hold.\n2026 May 19 reached voicemail, no contact made\n2026-05-19 Dial no answer, phone: +14166364769\n2026 May 21 contact wants to reinstate membership in the future and sent the email - NPI# 44116","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:07-04:00","temp_intcode_for_auto_old_int_code":"02","trc":"False","wera":"False","pcp_we":"APPROVED","npi_email_temp":"marieclaudina@yahoo.com","pcl_completion_date_5":"2020-02-12","formatted_paid_thru":"31\/08\/2025","latest_paid_thru":"2025-08-31","thewithdrawaldate":"2025-11-04","aitm_status_called":"2026-05-21T09:37:07-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Ann regarding her lapsed Professional membership and provided information on how to reinstate it in the future. Ann confirmed her interest in receiving the reinstatement details via email, which was sent successfully. The agent then conducted a brief survey about her membership experience before ending the call.","aitm_callsummarytitle":"Membership Reinstatement Information Provided and Survey Completed","npi_voicemaildetection":"No","old_int_code":"05","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_099f4377484c6df914a3ed16e60","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_099f4377484c6df914a3ed16e60","sendapplicationform":"2026-05-21T09:51:00-04:00","thewithdrawaldate_3_years":"2028-11-04","notrenewedwanttorenew":"Yes","mini_nps":"5","initialvalue":"Career","age_range":"61+","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"46825","email":"jasminealexander_8@hotmail.com","first_name":"Jasmine","last_name":"Alexander","phone":"6479290751","orgname":"","customer_acct_name":"","tags":"260107 New AST, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"10.13.145.197","fields":{"individual_id":"128837","full_name":"Jasmine Alexander","members_type":"AST","canceldate":"2026-05-02","new_member_date_2":"2024-03-20","paid_thru":"2026-02-28","phone_2":"6479290751","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2024-07-02","pf1_status":"P","pf1_completion_date":"2014-06-27","pf2_status":"P","pf2_completion_date":"2015-02-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-04-22","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2025-01-30","language":"English","number_of_passed_courses":"4","time_zone":"2","lead_status":"Refused","temp_do_id_for_auto_old_do_id":"L25A03095","pipeline_2_members_only_ast":"","npi_email_temp":"jasminealexander_8@hotmail.com","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","pipeline_1_lapsed_members":"Refused Lapsed","old_do_id":"L25A03095","blocnote":"May 5 2026 completed with renewal ( she will renew soon) and sent both documents for webinars and renewal\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail\n2026 May 13 call reached voicemail, no human interaction\n2026 May 13 call reached voicemail\n2026 May 15 call reached voicemail, no human interaction\n2026 May 15 contact declined renewal because no longer working in payroll","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:45-04:00","mini_nps":"5","testimonial":"N\/A","intcode":"01","renewal_refusal_reasons":"","temp_intcode_for_auto_old_int_code":"01","sendpreexpirationemail":"2026-05-05T10:20:00-04:00","sendapxapplicationform":"2026-05-05T10:20:00-04:00","old_int_code":"06","called_by":"Tri","aitm_status_called":"2026-05-15T15:31:40-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"8","npi_transcriptsummary":"The agent spoke with Jasmine regarding her lapsed Associate membership with the National Payroll Institute. Jasmine rated her satisfaction highly but declined to renew because she is no longer working in payroll. The call concluded politely without renewal.","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","session_id":"call_db631d554dbec910f54102471b0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_db631d554dbec910f54102471b0","onesentencenotrenewed":"Not renewing because no longer working in payroll.","initialvalue":"Stay Current","age_range":"46-60","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"46819","email":"tabra.burgess@oliverbonacini.com","first_name":"Tabra","last_name":"Burgess","phone":"4166984184","orgname":"Oliver & Bonacini Hospitality","customer_acct_name":"Oliver & Bonacini Hospitality","tags":"AI Contacts sent to TM 2026, 251224 New AST","ip4":"10.13.134.153","fields":{"individual_id":"357956","full_name":"Tabra Burgess","members_type":"AST","new_member_date_2":"2025-12-23","paid_thru":"2026-11-30","phone_2":"4166984184","trc":"False","wera":"False","province":"ON","last_act_type":"2025-12-23","language":"English","do_id":"AST2634","number_of_passed_courses":"0","time_zone":"2","lead_status":"Member","temp_do_id_for_auto_old_do_id":"AST2634","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","npi_email_temp":"tabra.burgess@oliverbonacini.com","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","blocnote":"May 14 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T10:27:00-04:00","intcode":"06","telemarketing_call_date":"2026-05-14","temp_intcode_for_auto_old_int_code":"06"}},"seriesid":"163"}
{"contact":{"id":"46744","email":"allyson.rea@ca.multivac.com","first_name":"Allyson","last_name":"Rea","phone":"9052641170","orgname":"Multivac Canada Inc.","customer_acct_name":"Multivac Canada Inc.","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"279534","full_name":"Allyson Rea, CHRP, CHRL","members_type":"CORP","paid_thru":"2024-07-31","organization_id":"279366","trc":"False","wera":"False","province":"ON","language":"English","corp_cancel_date":"2024-06-21","extension_phone_1":"4397","do_id":"L25O3208","number_of_passed_courses":"0","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":"L25O3208","npi_email_temp":"allyson.rea@ca.multivac.com","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","company_paid_thru":"2024-07-31","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"46770","email":"no-email324@ler.com","first_name":"Mike","last_name":"Reitsma","phone":"6046411875","orgname":"HSBC Bank Canada","customer_acct_name":"HSBC Bank Canada","tags":"LER_dummy, 251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"20649","full_name":"Mike Reitsma","members_type":"CORP","paid_thru":"2023-09-30","organization_id":"6608","trc":"False","wera":"False","province":"BC","language":"English","corp_cancel_date":"2023-12-02","do_id":"L25O2725","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O2725","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email324@ler.com","formatted_paid_thru":"30\/09\/2023","latest_paid_thru":"2023-09-30","company_paid_thru":"2023-09-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"49321","email":"jayrpalmares@yahoo.com","first_name":"Romaldes","last_name":"Jr","phone":"4034025300","orgname":"East West College of Business and Technology","customer_acct_name":"East West College of Business and Technology","tags":"TMAI, 260506 New Lapsed, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"265666","full_name":"Romaldes S. Palmares Jr","members_type":"PRO","canceldate":"2026-05-02","new_member_date_2":"2021-03-24","paid_thru":"2026-02-28","phone_2":"4038184683","cert_status":"SUSPENDED","pcl_status":"P","pcl_completion_date":"2018-10-21","pf1_status":"P","pf1_completion_date":"2019-01-14","pf2_status":"P","pf2_completion_date":"2019-10-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-12-16","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"AB","last_act_type":"2026-04-05","language":"English","do_id":"L25P3145","number_of_passed_courses":"4","time_zone":"4","lead_status":"Lapsed Member","npi_email_temp":"jayrpalmares@yahoo.com","pcl_completion_date_5":"2023-10-21","latest_paid_thru":"2026-02-28","pipeline_2_members_only_ast":"","formatted_paid_thru":"28\/02\/2026","temp_do_id_for_auto_old_do_id":"L25P3145","date_of_renewal_identification":"","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members","thewithdrawaldate":"2026-05-02","aitm_status_called":"2026-05-21T11:37:10-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:11-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called to speak with Romaldes regarding his Professional membership with the National Payroll Institute but reached a reference instead. The reference did not provide a callback time, and the agent ended the call politely.","aitm_callsummarytitle":"Reached Reference, No Callback","blocnote":"2026 May 14 - reached wrong number; not Romaldes\n2026 May 19 call reached voicemail, no conversation\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached a reference for Romaldes; no callback time provided.","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact was not the intended member and did not provide renewal information.","intcode":"03","initialvalue":"Other","age_range":"Preferred not to say","temp_intcode_for_auto_old_int_code":"03","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f4e2a80aa872cf510e3412c49cd","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f4e2a80aa872cf510e3412c49cd","number_of_calls_reached":"2","old_int_code":"06","prootherreasonsnottorenew":"Contact was not the intended member and did not provide renewal information."}},"seriesid":"163"}
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{"contact":{"id":"46775","email":"jp@statemint.co","first_name":"Jay","last_name":"Parley","phone":"7783787105","orgname":"Statemint","customer_acct_name":"Statemint","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"315141","full_name":"Jay Parley, CPA, CA","members_type":"CORP","paid_thru":"2024-07-31","organization_id":"315140","trc":"False","wera":"False","province":"BC","last_act_type":"2022-08-24","language":"English","corp_cancel_date":"2024-10-02","do_id":"L25O3737","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3737","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"jp@statemint.co","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","company_paid_thru":"2024-07-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"46765","email":"kbezanson@raventruck.com","first_name":"Kimberly","last_name":"Bezanson","phone":"7804369949","orgname":"Raven Box Liners & Woodcrafts Ltd","customer_acct_name":"Raven Box Liners & Woodcrafts Ltd","tags":"251217 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"305312","full_name":"Kimberly Bezanson","members_type":"CORP","paid_thru":"2023-10-31","organization_id":"35414","trc":"False","wera":"False","province":"AB","last_act_type":"2022-12-16","language":"English","corp_cancel_date":"2024-01-05","do_id":"L25O3489","number_of_passed_courses":"0","time_zone":"4","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":"L25O3489","npi_email_temp":"kbezanson@raventruck.com","formatted_paid_thru":"31\/10\/2023","latest_paid_thru":"2023-10-31","company_paid_thru":"2023-10-31","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"49696","email":"martineforget65@gmail.com","first_name":"","last_name":"","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"company_paid_thru":"2025-09-30","corp_cancel_date":"2025-12-02","npi_email_temp":"martineforget65@gmail.com","latest_paid_thru":"2027-01-31","formatted_paid_thru":"31\/01\/2027","individual_id":"43577","new_member_date_2":"2026-02-05","paid_thru":"2027-01-31","organization_id":"11204","cert_status":"ACTIVE","trc":"False","wera":"False","cpa_certification":"GAP","province":"QC","last_act_type":"2026-05-02","language":"French","last_infoline_date_type":"2022-08-11","members_type":"PRO","lead_status":"Lapsed DEL","number_of_passed_courses":"0","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"46839","email":"maribethc100@gmail.com","first_name":"Marivic","last_name":"Carino","phone":"5875752334","orgname":"","customer_acct_name":"","tags":"260107 New AST, TMAI","ip4":"10.13.137.44","fields":{"individual_id":"286829","full_name":"Marivic Carino","members_type":"AST","new_member_date_2":"2020-03-20","paid_thru":"2026-02-28","phone_2":"5875752334","pcl_status":"P","pcl_completion_date":"2020-07-19","pf1_status":"P","pf1_completion_date":"2020-08-19","pf2_status":"P","pf2_completion_date":"2021-04-18","trc":"True","wera":"False","province":"AB","last_act_type":"2025-02-03","language":"English","do_id":"L25A03107","number_of_passed_courses":"3","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A03107","pipeline_2_members_only_ast":"","npi_email_temp":"maribethc100@gmail.com","pcl_completion_date_5":"2025-07-19","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST2660","blocnote":"May 5 2026 completed with renewal ( she will renew soon) sent both emails\n2026 May 08 call reached voicemail, no contact made\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call attempted but no answer\n2026 May 13 voicemail reached, no live contact\n2026 May 13 call reached voicemail, no contact made\n2026 May 15 call reached voicemail, no conversation\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 brief call answered by Vicky, unable to proceed, likely voicemail\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T17:12:01-04:00","mini_nps":"3","testimonial":"N\/A","intcode":"06","renewal_refusal_reasons":"","temp_intcode_for_auto_old_int_code":"06","npi_email_2":"mabethpc0@gmail.com","regular_email_change_date":"2026-05-05T11:23:10-04:00","sendpreexpirationemail":"2026-05-05T11:23:00-04:00","sendapxapplicationform":"2026-05-05T11:23:00-04:00","old_int_code":"03","last_engaged_date":"2026-05-06","called_by":"Tri","aitm_status_called":"2026-05-21T17:27:05-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"12","npi_transcriptsummary":"The call was not answered and went directly to voicemail.","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","session_id":"call_52cee262296768258acab99351d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_52cee262296768258acab99351d","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"46821","email":"smile.luzgonzalez@gmail.com","first_name":"Luz","last_name":"Gonzalez","phone":"4039751537","orgname":"Atco Frontec","customer_acct_name":"Atco Frontec","tags":"251224 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"274726","full_name":"Luz Gonzalez, CPA","members_type":"PRO","canceldate":"2025-12-17","new_member_date_2":"2019-04-03","phone_2":"4034523347","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2019-08-14","pf1_status":"P","pf1_completion_date":"2019-12-23","pf2_status":"P","pf2_completion_date":"2020-06-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-09-25","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"AB","last_act_type":"2026-03-19","language":"English","do_id":"L25P2742","number_of_passed_courses":"4","time_zone":"4","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P2742","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"smile.luzgonzalez@gmail.com","pcl_completion_date_5":"2024-08-14","thewithdrawaldate":"2025-12-17","aitm_status_called":"2026-05-25T13:22:06-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T13:07:07-04:00","number_of_call_attempts":"2","npi_transcriptsummary":"The call was made but reached voicemail and the contact was not available to speak.","aitm_callsummarytitle":"Call reached voicemail, no contact","blocnote":"2026 May 25 call reached voicemail, no contact made\n2026 May 25 call reached voicemail, no contact made","notrenewedwanttorenew":"No","intcode":"06","npi_voicemaildetection":"Yes","ivrdetector":"Yes","temp_intcode_for_auto_old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_b3ead0177206f12ad4f6220af3b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b3ead0177206f12ad4f6220af3b","number_of_total_call_attempts":"2"}},"seriesid":"163"}
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{"contact":{"id":"48356","email":"orville.aldrich@nwbii.com","first_name":"Orville","last_name":"Aldrich","phone":"3065271395","orgname":"New World Business Innovations Inc.","customer_acct_name":"New World Business Innovations Inc.","tags":"260304 New Lapsed","ip4":"10.13.145.197","fields":{"individual_id":"90924","full_name":"Orville Aldrich","members_type":"PRO","new_member_date_2":"2023-01-16","paid_thru":"2026-12-31","phone_2":"3065271395","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2008-01-14","pf1_status":"P","pf1_completion_date":"2010-04-19","pf2_status":"P","pf2_completion_date":"2012-03-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-12-21","trc":"True","wera":"False","cpa_certification":"PCP","province":"SK","last_act_type":"2026-05-03","language":"English","last_infoline_date_type":"2025-12-08","pds_february":"1","time_zone":"3","number_of_passed_courses":"4","lead_status":"Not Relevant","npi_email_temp":"Orville.Aldrich@nwbii.com","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"AST02880","date_of_renewal_identification":"2026-03-06","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"","old_do_id":"AST02880","ai_entered_date":"2026-03-06","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pcl_completion_date_5":"2013-01-14","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"48689","email":"conde.ma.theresa@gmail.com","first_name":"Ma.","last_name":"Conde","phone":"4034086443","orgname":"","customer_acct_name":"","tags":"payrollcompliance visited, 260401 New AST, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"10.13.140.134","fields":{"individual_id":"289765","full_name":"Ma. Theresa Conde","members_type":"PRO","paid_thru":"2027-05-31","phone_2":"4034086443","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2020-09-28","pf1_status":"P","pf1_completion_date":"2020-11-15","pf2_status":"P","pf2_completion_date":"2021-01-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-06-27","trc":"True","wera":"True","cpa_certification":"PCP","province":"AB","last_act_type":"2026-11-05","language":"English","last_infoline_date_type":"2026-02-19","lead_status":"Renewed APX","time_zone":"4","number_of_passed_courses":"4","npi_email_temp":"conde.ma.theresa@gmail.com","temp_do_id_for_auto_old_do_id":"AST3121","pipeline_2_members_only_ast":"","ai_entered_date":"2026-04-01","apx_entered_date":"2026-04-16","pcl_completion_date_5":"2025-09-28","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","blocnote":"May 19 2026  Survey completed webinar email.  She said she she sent in payment for membership renewal last week. Also, she said that she is waiting on a paper that shows that she has received her PCP certification.\r\n\r\nMay 5 2026 vm\r\nMay 12 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T12:46:00-04:00","intcode":"02","temp_intcode_for_auto_old_int_code":"02","pcp_we":"APPROVED","pipeline_1_lapsed_members":"","old_do_id":"AST3121","date_of_renewal_identification":"2026-05-14","old_int_code":"06","mini_nps":"4","testimonial":"I speak to a specific person at NPI when I have questions about processing the payroll. They answers my inquiries about payroll. This is beneficial for me.","renewal_refusal_reasons":"","sendpreexpirationemail":"2026-05-19T12:45:00-04:00","testimonial_reviewer_name":"Payam","testimonial_reviewed":"Whenever I have questions about payroll processing, I simply speak to an expert at NPI. They answer my payroll inquiries promptly, which has been very beneficial for me.","original_language":"English","original_testimonial_translated":"Quand j'ai des questions sur le processus de paie, je peux simplement parler \u00e0 un expert de l'INP. Ils r\u00e9pondent rapidement \u00e0 mes questions sur la paie, ce qui m'a \u00e9t\u00e9 d'une grande aide.","testimonial_sent_date":"2026-05-20T12:04:44-04:00","last_engaged_date":"2026-05-21","testimonial_confirmation_date":"2026-05-20T19:36:51-04:00"}},"seriesid":"163"}
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{"contact":{"id":"49266","email":"bishopcarrie74@gmail.com","first_name":"Carrie","last_name":"Bishop","phone":"","orgname":"","customer_acct_name":"","tags":"260506 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"347789","full_name":"Carrie Bishop","members_type":"CAND","canceldate":"2026-05-02","new_member_date_2":"2025-02-27","paid_thru":"2026-02-28","phone_2":"9059061494","pcl_status":"P","pcl_completion_date":"2025-06-03","trc":"True","wera":"False","province":"ON","last_act_type":"2025-04-22","language":"English","last_infoline_date_type":"2025-04-22","do_id":"L25C9889","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"bishopcarrie74@gmail.com","latest_paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25C9889","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","formatted_paid_thru":"28\/02\/2026","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-06-03"}},"seriesid":"163"}
{"contact":{"id":"46812","email":"mirfan@cmmxyz.com","first_name":"Maria","last_name":"Irfan","phone":"9058197878","orgname":"Canadian Measurement-Metrology Inc.","customer_acct_name":"Canadian Measurement-Metrology Inc.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"286892","full_name":"Maria Irfan","members_type":"CORP","paid_thru":"2024-04-30","organization_id":"125067","trc":"False","wera":"False","province":"ON","last_act_type":"2020-03-23","language":"English","corp_cancel_date":"2024-07-03","do_id":"L25O3238","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3238","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"mirfan@cmmxyz.com","formatted_paid_thru":"30\/04\/2024","latest_paid_thru":"2024-04-30","company_paid_thru":"2024-04-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"47272","email":"ann.vachon@hotmail.com","first_name":"Ann","last_name":"Vachon","phone":"","orgname":"","customer_acct_name":"","tags":"260121 New Lapsed, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"162324","full_name":"Ann Vachon","members_type":"PRO","canceldate":"2026-01-14","new_member_date_2":"2009-12-22","paid_thru":"2025-11-30","phone_2":"5875970770","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2010-04-19","pf1_status":"P","pf1_completion_date":"2010-06-13","pf2_status":"P","pf2_completion_date":"2010-12-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2010-11-26","trc":"False","wera":"False","cpa_certification":"CPM","province":"AB","last_act_type":"2026-04-14","language":"English","last_infoline_date_type":"2022-08-25","last_conf_date_type":"2022-06-08","do_id":"L25P2817","number_of_passed_courses":"4","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P2817","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"ann.vachon@hotmail.com","pcl_completion_date_5":"2015-04-19","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30","thewithdrawaldate":"2026-01-14","aitm_status_called":"2026-05-21T12:52:03-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:10-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Ann but was unable to speak with her as the call ended shortly after the initial greeting and inquiry about Ann's availability.","aitm_callsummarytitle":"No contact with Ann","blocnote":"2026 May 12 voicemail reached for Anne Vachon, message left.\n2026 May 14 - Reached voicemail, no message left\n2026 May 19 call reached voicemail\n2026 May 21 call ended after initial greeting, no conversation with Ann","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail.","intcode":"03","initialvalue":"Other","othermemberbenefit":"Not applicable","temp_intcode_for_auto_old_int_code":"03","prootherreasonsnottorenew":"Not applicable - contact not reached","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e589e628ccab75a60e8b3338c25","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e589e628ccab75a60e8b3338c25","old_int_code":"06","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"46866","email":"jmillson@guelphpolice.ca","first_name":"Jaclyn","last_name":"Millson","phone":"5198241212","orgname":"Guelph Police Service","customer_acct_name":"Guelph Police Service","tags":"260107 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"120042","full_name":"Jaclyn Millson","members_type":"PRO","canceldate":"2026-01-06","new_member_date_2":"2008-11-12","paid_thru":"2025-10-31","phone_2":"5198307971","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2012-12-19","pf1_status":"P","pf1_completion_date":"2013-09-26","pf2_status":"P","pf2_completion_date":"2015-03-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-05-29","trc":"False","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-06-04","language":"English","last_infoline_date_type":"2022-02-23","pds_december":"8","number_of_passed_courses":"4","time_zone":"2","lead_status":"Refused","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P2757","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","npi_email_temp":"jmillson@guelphpolice.ca","pcl_completion_date_5":"2017-12-19","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31","thewithdrawaldate":"2026-01-06","aitm_status_called":"2026-05-15T14:47:27-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T14:47:27-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call reached the Guelph Police Service automated system initially. The agent attempted to speak with Jaclyn Millson regarding the National Payroll Institute membership but the contact was skeptical about speaking with an AI and requested a real person. The agent provided a toll-free number for further assistance and ended the call.","aitm_callsummarytitle":"Contact refused AI agent and requested real person","blocnote":"2026 May 15 contact refused to speak with AI agent and requested a real person","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"Contact refused to engage with the AI agent and requested a real person.","intcode":"11","initialvalue":"Other","othermemberbenefit":"Contact refused to engage with the AI agent and requested a real person.","temp_intcode_for_auto_old_int_code":"11","prootherreasonsnottorenew":"Contact refused to engage with the AI agent and requested a real person.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","old_do_id":"L25P2757","retell_call_status":"ended","session_id":"call_60da3038029230fd666d262664b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_60da3038029230fd666d262664b","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"46996","email":"azadeh.movaff@gmail.com","first_name":"Azadeh","last_name":"Movaffaghieiveli","phone":"","orgname":"","customer_acct_name":"","tags":"260107 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"345058","full_name":"Azadeh Movaffaghieiveli","members_type":"CAND","canceldate":"2026-01-06","new_member_date_2":"2024-12-02","paid_thru":"2025-10-31","phone_2":"6045122380","pcl_status":"F","pcl_completion_date":"2025-04-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-04-17","trc":"False","wera":"False","province":"BC","last_act_type":"2025-04-17","language":"English","do_id":"L25C8739","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":"L25C8739","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"azadeh.movaff@gmail.com","pcl_completion_date_5":"2030-04-07","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"46859","email":"alexane.thib@gmail.com","first_name":"Alexane","last_name":"Thibeault","phone":"4508033484","orgname":"","customer_acct_name":"","tags":"260107 New AST, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"10.13.129.245","fields":{"individual_id":"348055","full_name":"Alexane Thibeault","members_type":"AST","new_member_date_2":"2025-02-28","paid_thru":"2026-02-28","phone_2":"4508033484","trc":"False","wera":"False","province":"QC","last_act_type":"2025-02-28","language":"English","do_id":"L25A03092","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A03092","pipeline_2_members_only_ast":"","npi_email_temp":"alexane.thib@gmail.com","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","canceldate":"2026-05-02","date_of_renewal_identification":"","old_do_id":"AST2683","ln_entered_date":"2026-05-03","pipeline_1_lapsed_members":"Lapsed Members","dhmsfin_telemarketing_last_contacted_date":"2026-05-20T13:54:00-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","called_by":"Tri","aitm_status_called":"2026-05-08T10:07:27-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"1","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact by asking if they were Alexane but received only inaudible responses and no clear communication. The call ended due to inactivity without any further conversation or task completion.","aitm_callsummarytitle":"No response from contact, call ended due to inactivity","blocnote":"2026 May 08 call started but no clear communication, ended due to inactivity","npi_voicemaildetection":"No","ivrdetector":"No","old_int_code":"15","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6125e0fdfec8bb547998ff4a82b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6125e0fdfec8bb547998ff4a82b","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"46958","email":"johns13@live.ca","first_name":"John","last_name":"Simoneau","phone":"","orgname":"Intercare","customer_acct_name":"Intercare","tags":"260107 New Lapsed, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"166884","full_name":"John Simoneau","members_type":"PRO","canceldate":"2026-01-06","new_member_date_2":"2010-11-12","paid_thru":"2025-10-31","phone_2":"4034701020","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2010-04-26","pf1_status":"P","pf1_completion_date":"2010-05-14","pf2_status":"P","pf2_completion_date":"2010-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-03-23","trc":"False","wera":"False","cpa_certification":"PCP","province":"AB","last_act_type":"2026-06-04","language":"English","last_infoline_date_type":"2023-07-27","do_id":"L25P2775","number_of_passed_courses":"4","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P2775","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"johns13@live.ca","pcl_completion_date_5":"2015-04-26","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31","thewithdrawaldate":"2026-01-06","aitm_status_called":"2026-05-21T12:52:05-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:03-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached the voicemail of the contact and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","blocnote":"2026 May 14 - Reached voicemail; no message left\n2026 May 19 voicemail reached, no contact made\n2026 May 21 reached voicemail, no contact made","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail.","intcode":"06","initialvalue":"Other","othermemberbenefit":"N\/A","temp_intcode_for_auto_old_int_code":"06","prootherreasonsnottorenew":"Contact not reached","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_77f91403db969c3637510bdaf66","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_77f91403db969c3637510bdaf66","number_of_total_call_attempts":"7"}},"seriesid":"163"}
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{"contact":{"id":"49387","email":"77bergner@gmail.com","first_name":"Candace","last_name":"Bergner","phone":"","orgname":"","customer_acct_name":"","tags":"260506 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"349107","full_name":"Candace Bergner","members_type":"CAND","canceldate":"2026-05-02","paid_thru":"2026-02-28","phone_2":"4036890156","trc":"False","wera":"False","province":"AB","last_act_type":"2025-06-05","language":"English","do_id":"L25C9941","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","npi_email_temp":"77bergner@gmail.com","latest_paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25C9941","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","formatted_paid_thru":"28\/02\/2026","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members"}},"seriesid":"163"}
{"contact":{"id":"46768","email":"leslie.loken@alcogasoil.com","first_name":"Leslie","last_name":"Loken","phone":"7804659061","orgname":"Alco Gas & Oil Production Equipment Ltd.","customer_acct_name":"Alco Gas & Oil Production Equipment Ltd.","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"277386","full_name":"Leslie Loken","members_type":"CORP","paid_thru":"2024-07-31","organization_id":"33943","trc":"False","wera":"False","province":"AB","last_act_type":"2019-06-21","language":"English","corp_cancel_date":"2024-10-02","extension_phone_1":"226","do_id":"L25O3214","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3214","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"leslie.loken@alcogasoil.com","formatted_paid_thru":"31\/07\/2024","latest_paid_thru":"2024-07-31","company_paid_thru":"2024-07-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"49305","email":"angeles.bonachita@spec.ab.ca","first_name":"Angeles","last_name":"Bonachita","phone":"4033625056","orgname":"The SPEC Association for Children and Families","customer_acct_name":"The SPEC Association for Children and Families","tags":"260506 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"261054","full_name":"Angeles Bonachita","members_type":"CORP","paid_thru":"2026-01-31","phone_2":"4033635370","organization_id":"261052","trc":"False","wera":"False","province":"AB","last_act_type":"2020-04-13","language":"English","corp_cancel_date":"2026-05-02","do_id":"L25O5447","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","npi_email_temp":"angeles.bonachita@spec.ab.ca","latest_paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25O5447","pipeline_2_members_only_ast":"","formatted_paid_thru":"31\/01\/2026","date_of_renewal_identification":"","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members","company_paid_thru":"2026-01-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"49184","email":"mariyajose904@gmail.com","first_name":"Mariya","last_name":"Jose","phone":"6138897077","orgname":"Inuuqatigiit Centre for Inuit Children, Youth and Families","customer_acct_name":"Inuuqatigiit Centre for Inuit Children, Youth and Families","tags":"260506 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"342855","full_name":"Mariya Jose","members_type":"CORP","paid_thru":"2027-01-31","organization_id":"310400","cert_status":"PENDING","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-12-04","trc":"True","wera":"True","cpa_certification":"PCP","province":"ON","last_act_type":"2025-04-12","language":"English","pds_april":"1","number_of_passed_courses":"4","time_zone":"2","lead_status":"Renewed Lapsed","npi_email_temp":"mariyajose904@gmail.com","pcl_completion_date_5":"2030-02-03","latest_paid_thru":"2027-01-31","formatted_paid_thru":"31\/01\/2027","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O5541","date_of_renewal_identification":"2026-05-27","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","temp_intcode_for_auto_old_int_code":"99","company_paid_thru":"2027-01-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"49356","email":"valeriesayer22@gmail.com","first_name":"Valerie","last_name":"Melo","phone":"","orgname":"","customer_acct_name":"","tags":"260506 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"348890","full_name":"Valerie Melo","members_type":"CAND","canceldate":"2026-05-02","new_member_date_2":"2025-03-25","paid_thru":"2026-02-28","phone_2":"9059208862","pcl_status":"P","pcl_completion_date":"2025-07-02","trc":"True","wera":"False","province":"ON","last_act_type":"2025-03-22","language":"English","do_id":"L25C9928","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"valeriesayer22@gmail.com","pcl_completion_date_5":"2030-07-02","latest_paid_thru":"2026-02-28","pipeline_2_members_only_ast":"","formatted_paid_thru":"28\/02\/2026","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C9928","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members"}},"seriesid":"163"}
{"contact":{"id":"48269","email":"mveniot@crescentpointenergy.com","first_name":"Matt","last_name":"Veniot","phone":"4032061621","orgname":"Veren","customer_acct_name":"Veren","tags":"260304 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"210606","full_name":"Matt Veniot","members_type":"CORP","paid_thru":"2025-12-31","organization_id":"140332","trc":"False","wera":"False","province":"AB","last_act_type":"2026-12-02","language":"English","last_infoline_date_type":"2025-07-25","pds_february":"2","corp_cancel_date":"2026-03-03","do_id":"L25O5111","time_zone":"4","number_of_passed_courses":"0","lead_status":"Lapsed Member","npi_email_temp":"mveniot@crescentpointenergy.com","temp_do_id_for_auto_old_do_id":"L25O5111","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-06-01","pipeline_1_lapsed_members":"Lapsed Members","formatted_paid_thru":"31\/12\/2025","company_paid_thru":"2025-12-31","latest_paid_thru":"2025-12-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"49279","email":"1702ati@gmail.com","first_name":"Atefeh","last_name":"Arjmand","phone":"","orgname":"","customer_acct_name":"","tags":"260506 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"348612","full_name":"Atefeh Arjmand","members_type":"CAND","canceldate":"2026-05-02","new_member_date_2":"2025-03-18","paid_thru":"2026-02-28","phone_2":"7788467757","pcl_status":"P","pcl_completion_date":"2025-07-02","pf1_status":"P","pf1_completion_date":"2025-12-23","trc":"True","wera":"False","province":"BC","last_act_type":"2025-03-15","language":"English","do_id":"L25C9896","number_of_passed_courses":"2","time_zone":"5","lead_status":"Lapsed Member","npi_email_temp":"1702ati@gmail.com","pcl_completion_date_5":"2030-07-02","latest_paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25C9896","formatted_paid_thru":"28\/02\/2026","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members"}},"seriesid":"163"}
{"contact":{"id":"48415","email":"rdayananda@myseneca.ca","first_name":"Risini","last_name":"Dayananda","phone":"","orgname":"","customer_acct_name":"","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"346239","full_name":"Risini Dayananda","members_type":"CAND","canceldate":"2026-03-03","new_member_date_2":"2025-01-13","paid_thru":"2025-12-31","phone_2":"6476784288","pcl_status":"F","pcl_completion_date":"2025-04-16","trc":"False","wera":"False","province":"ON","last_act_type":"2026-05-13","language":"English","do_id":"L25C9266","time_zone":"2","number_of_passed_courses":"0","lead_status":"Lapsed Member","npi_email_temp":"rdayananda@myseneca.ca","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C9266","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-04-16","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
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{"contact":{"id":"47260","email":"no-email680@ler.com","first_name":"Payroll","last_name":"Department","phone":"5143525002","orgname":"Recyc-Qu\u00e9bec","customer_acct_name":"Recyc-Qu\u00e9bec","tags":"LER_dummy, 260114 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"86506","full_name":"Payroll Department","members_type":"CORP","paid_thru":"2025-10-31","organization_id":"295195","trc":"False","wera":"False","province":"QC","last_act_type":"2019-03-10","language":"English","corp_cancel_date":"2026-01-06","do_id":"L25O4763","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4763","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email680@ler.com","formatted_paid_thru":"31\/10\/2025","company_paid_thru":"2025-10-31","latest_paid_thru":"2025-10-31","ler_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"48351","email":"haiming6@gmail.com","first_name":"Hai","last_name":"Chen","phone":"6472255114","orgname":"","customer_acct_name":"","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"346677","full_name":"Hai Ming Chen","members_type":"CAND","canceldate":"2026-03-03","new_member_date_2":"2025-01-22","paid_thru":"2025-12-31","phone_2":"6472255114","pcl_status":"P","pcl_completion_date":"2025-04-17","pf1_status":"P","pf1_completion_date":"2025-06-23","pf2_status":"P","pf2_completion_date":"2025-08-20","trc":"True","wera":"False","province":"ON","last_act_type":"2025-01-22","language":"English","do_id":"L25C9295","time_zone":"2","number_of_passed_courses":"3","lead_status":"Lapsed Member","npi_email_temp":"haiming6@gmail.com","temp_do_id_for_auto_old_do_id":"L25C9295","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-04-17","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"48347","email":"oliviacao23@gmail.com","first_name":"Fengyi","last_name":"Cao","phone":"","orgname":"","customer_acct_name":"","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"309550","full_name":"Fengyi Cao","members_type":"CAND","canceldate":"2026-03-03","new_member_date_2":"2022-02-01","paid_thru":"2025-12-31","phone_2":"6477208973","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2022-05-01","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2022-12-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-28","trc":"True","wera":"True","cpa_certification":"PCP","province":"ON","last_act_type":"2025-03-24","language":"English","time_zone":"2","number_of_passed_courses":"4","lead_status":"Refused","npi_email_temp":"oliviacao23@gmail.com","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","temp_do_id_for_auto_old_do_id":"L25C9147","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C9147","pcl_completion_date_5":"2027-05-01","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"47047","email":"n.thakkar108@gmail.com","first_name":"Nishi","last_name":"Thakkar","phone":"","orgname":"","customer_acct_name":"","tags":"260107 New Lapsed, TMAI, recall pro","ip4":"10.13.140.188","fields":{"individual_id":"287365","full_name":"Nishi Thakkar","members_type":"PRO","canceldate":"2026-01-06","new_member_date_2":"2023-10-27","paid_thru":"2025-10-31","phone_2":"6478708186","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2021-08-18","pf1_status":"P","pf1_completion_date":"2022-05-01","pf2_status":"P","pf2_completion_date":"2022-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-01-20","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-06-04","language":"English","last_infoline_date_type":"2023-10-03","do_id":"L25P2786","number_of_passed_courses":"4","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P2786","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"n.thakkar108@gmail.com","pcl_completion_date_5":"2026-08-18","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31","thewithdrawaldate":"2026-01-06","aitm_status_called":"2026-05-21T10:52:06-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Nishi Thakkar regarding her lapsed Professional membership with the National Payroll Institute. Nishi expressed interest in renewing but plans to update her payment structure in a week or two. The agent sent an email with the renewal procedure and survey questions were completed.","aitm_callsummarytitle":"Membership Renewal Interest and Email Sent","blocnote":"2026 May 19 call reached uninitialized voicemail, no contact made\n2026 May 21 contact wants to renew and sent the email - NPI# 47047","notrenewedwanttorenew":"Yes","intcode":"02","npi_voicemaildetection":"No","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"02","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_04012b7e68b0ea214a78c297e32","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_04012b7e68b0ea214a78c297e32","sendapplicationform":"2026-05-21T10:58:00-04:00","thewithdrawaldate_3_years":"2029-01-06","mini_nps":"5","onesentencenotrenewed":"I will I want to be a member, but I'll update the payment structure in on a week or two.","initialvalue":"Designation","age_range":"31-45","old_int_code":"06","last_engaged_date":"2026-05-22","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"47040","email":"iderypaska@abatement.ca","first_name":"Inna","last_name":"Derypaska","phone":"9058714720","orgname":"Abatement Technologies Ltd.","customer_acct_name":"Abatement Technologies Ltd.","tags":"260107 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"342249","full_name":"Inna Derypaska","members_type":"CAND","paid_thru":"2027-02-28","organization_id":"331012","trc":"False","wera":"False","province":"ON","last_act_type":"2026-01-04","language":"English","corp_cancel_date":"2026-01-06","extension_phone_1":"232","do_id":"L25O05352","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed DEL","temp_do_id_for_auto_old_do_id":"L25O05352","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"iderypaska@abatement.ca","new_member_date_2":"2026-03-16","pcl_status":"E","old_do_id":"L25C09395","intcode":"99","temp_intcode_for_auto_old_int_code":"99","ln_entered_date":"2026-05-26","formatted_paid_thru":"28\/02\/2027","company_paid_thru":"2025-10-31","latest_paid_thru":"2027-02-28","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"46827","email":"gfriesen8833@gmail.com","first_name":"Gerrie","last_name":"Friesen","phone":"4034546630","orgname":"Streamline Inspection Ltd.","customer_acct_name":"Streamline Inspection Ltd.","tags":"260107 New AST, TMAI, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"10.13.145.197","fields":{"individual_id":"138209","full_name":"Gerrie Friesen","members_type":"AST","canceldate":"2026-05-02","new_member_date_2":"2024-02-26","paid_thru":"2026-02-28","phone_2":"4035985125","pcl_status":"P","pcl_completion_date":"2025-04-16","trc":"True","wera":"False","province":"AB","last_act_type":"2025-09-12","language":"English","last_infoline_date_type":"2025-09-12","do_id":"L25A03073","number_of_passed_courses":"1","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25A03073","pipeline_2_members_only_ast":"","npi_email_temp":"gfriesen8833@gmail.com","pcl_completion_date_5":"2030-04-16","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","date_of_renewal_identification":"","ln_entered_date":"2026-05-03","old_do_id":"AST2645","pipeline_1_lapsed_members":"Lapsed Members","blocnote":"May 5 2026 Survey completed send webinar and application but she said she is only doing a bit of payroll now. Also she said she is not happy with them because of how they mark exams.\n2026 May 08 call reached voicemail, no human interaction\n2026 May 08 call reached voicemail, no human answer\n2026 May 11 call disconnected early with minimal interaction","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T12:06:46-04:00","mini_nps":"3","testimonial":"","intcode":"15","renewal_refusal_reasons":"","temp_intcode_for_auto_old_int_code":"15","old_int_code":"06","sendpreexpirationemail":"2026-05-05T11:28:00-04:00","sendapxapplicationform":"2026-05-05T11:29:00-04:00","called_by":"Tri","aitm_status_called":"2026-05-11T12:06:46-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The call was very brief and disconnected early with minimal interaction. The agent greeted the user, but the conversation did not progress beyond initial greetings.","aitm_callsummarytitle":"Brief call disconnected early","notrenewedwanttorenew":"No","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8895bf9281a9d883090d9b6b63d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8895bf9281a9d883090d9b6b63d","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"46809","email":"jgoebel@melville.ca","first_name":"Jolene","last_name":"Goebel","phone":"3067286851","orgname":"City of Melville","customer_acct_name":"City of Melville","tags":"251217 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"259712","full_name":"Jolene Goebel","members_type":"CORP","paid_thru":"2025-06-30","organization_id":"236025","pcl_status":"F","pcl_completion_date":"2019-12-03","trc":"False","wera":"False","province":"SK","last_act_type":"2025-01-16","language":"English","last_infoline_date_type":"2025-01-16","corp_cancel_date":"2025-09-03","do_id":"L25O3235","number_of_passed_courses":"0","time_zone":"3","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O3235","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"jgoebel@melville.ca","pcl_completion_date_5":"2024-12-03","formatted_paid_thru":"30\/06\/2025","latest_paid_thru":"2025-06-30","company_paid_thru":"2025-06-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"47169","email":"sboudreau@medexpress.ca","first_name":"St\u00e9phane","last_name":"Boudreau","phone":"4186511868","orgname":"Med Express Inc.","customer_acct_name":"Med Express Inc.","tags":"260107 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"331981","full_name":"St\u00e9phane Boudreau","members_type":"CORP","paid_thru":"2025-10-31","organization_id":"331374","trc":"False","wera":"False","province":"QC","last_act_type":"2023-11-28","language":"French","corp_cancel_date":"2026-01-06","extension_phone_1":"111","do_id":"L25O4674","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O4674","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"sboudreau@medexpress.ca","formatted_paid_thru":"31\/10\/2025","company_paid_thru":"2025-10-31","latest_paid_thru":"2025-10-31","ln_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"46893","email":"miyatsoi0719@gmail.com","first_name":"YEE","last_name":"TSOI","phone":"","orgname":"","customer_acct_name":"","tags":"260107 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"344281","full_name":"YEE HUNG TSOI, CPA Australia","members_type":"CAND","canceldate":"2026-01-06","new_member_date_2":"2024-11-11","paid_thru":"2025-10-31","phone_2":"6049772570","pcl_status":"P","pcl_completion_date":"2025-01-17","pf1_status":"P","pf1_completion_date":"2025-02-18","trc":"True","wera":"False","province":"BC","last_act_type":"2024-08-11","language":"English","do_id":"L25C8697","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":"L25C8697","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"miyatsoi0719@gmail.com","pcl_completion_date_5":"2030-01-17","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"46865","email":"rcllamas26@gmail.com","first_name":"Ryan","last_name":"Llamas","phone":"","orgname":"","customer_acct_name":"","tags":"260107 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"343348","full_name":"Ryan Christian Llamas","members_type":"CAND","canceldate":"2026-01-06","new_member_date_2":"2024-11-11","paid_thru":"2025-10-31","phone_2":"5062325801","pcl_status":"F","pcl_completion_date":"2025-02-19","trc":"False","wera":"False","province":"NB","last_act_type":"2025-02-10","language":"English","do_id":"L25C8684","number_of_passed_courses":"0","time_zone":"1","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8684","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"rcllamas26@gmail.com","pcl_completion_date_5":"2030-02-19","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"49689","email":"valeriecyr@bc.com","first_name":"","last_name":"","phone":"","orgname":"","customer_acct_name":"","tags":"","ip4":"0.0.0.0","fields":{"company_paid_thru":"2026-08-31","corp_cancel_date":"2021-07-03","npi_email_temp":"valeriecyr@bc.com","latest_paid_thru":"2026-08-31","formatted_paid_thru":"31\/08\/2026","lead_status":"Not Relevant","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","individual_id":"50641","canceldate":"2020-10-02","new_member_date_2":"2017-07-24","paid_thru":"2026-08-31","organization_id":"46023","cert_status":"WITHDRAWN_CPE","pcl_status":"P","pcl_completion_date":"2011-06-09","pf1_status":"P","pf1_completion_date":"2011-11-24","pf2_status":"P","pf2_completion_date":"2012-06-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-02-01","trc":"False","wera":"False","cpa_certification":"PCP","province":"NB","last_act_type":"2025-04-24","language":"English","members_type":"CORP","number_of_passed_courses":"4","pcl_completion_date_5":"2016-06-09","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"49272","email":"sanghapam@outlook.com","first_name":"Parminder","last_name":"Sangha","phone":"5149659650","orgname":"Accounting & Tax Shop","customer_acct_name":"Accounting & Tax Shop","tags":"TMAI, 260506 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"241729","full_name":"Parminder Sangha","members_type":"PRO","canceldate":"2026-05-02","new_member_date_2":"2016-03-11","paid_thru":"2026-02-28","phone_2":"5148133671","cert_status":"WITHDRAWN_CPE","pcl_status":"P","pcl_completion_date":"2016-06-21","pf1_status":"P","pf1_completion_date":"2017-06-22","pf2_status":"P","pf2_completion_date":"2017-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-04-24","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"QC","last_act_type":"2026-04-05","language":"English","do_id":"L25P3139","number_of_passed_courses":"4","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"sanghapam@outlook.com","pcl_completion_date_5":"2021-06-21","latest_paid_thru":"2026-02-28","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P3139","date_of_renewal_identification":"","formatted_paid_thru":"28\/02\/2026","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members","thewithdrawaldate":"2026-05-02","aitm_status_called":"2026-05-25T12:27:06-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:07-04:00","number_of_call_attempts":"2","blocnote":"2026-05-25 invalid phone destination, phone: +15149659650\n2026 May 25 call reached voicemail","intcode":"06","npi_voicemaildetection":"Yes","usersentiment":"Neutral","temp_intcode_for_auto_old_int_code":"06","retell_call_status":"ended","session_id":"call_e94c0c92dc86b31b62393b58d2c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e94c0c92dc86b31b62393b58d2c","number_of_total_call_attempts":"2","npi_transcriptsummary":"The call was made to Parminder but went to voicemail without any conversation.","aitm_callsummarytitle":"Voicemail reached, no contact","notrenewedwanttorenew":"No","ivrdetector":"Yes","old_int_code":"08","callsequence":"Not reached","human_or_not":"No"}},"seriesid":"163"}
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{"contact":{"id":"48214","email":"cyngarand@outlook.com","first_name":"Cynthia","last_name":"Garand","phone":"5192545577","orgname":"Windsor Regional Hospital","customer_acct_name":"Windsor Regional Hospital","tags":"TMAI, 260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"225415","full_name":"Cynthia Garand","members_type":"PRO","canceldate":"2026-03-03","new_member_date_2":"2023-01-04","paid_thru":"2025-12-31","phone_2":"5199255577","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2014-09-04","pf1_status":"P","pf1_completion_date":"2014-12-22","pf2_status":"P","pf2_completion_date":"2015-08-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-06-12","trc":"False","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-03-03","language":"English","do_id":"L25P2940","time_zone":"2","number_of_passed_courses":"4","lead_status":"Lapsed Member","npi_email_temp":"cyngarand@outlook.com","temp_do_id_for_auto_old_do_id":"L25P2940","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2019-09-04","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","thewithdrawaldate":"2026-03-03","aitm_status_called":"2026-05-15T09:30:06-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T09:30:06-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent attempted to reach Cynthia but reached Windsor Regional Hospital operator who answered; call ended after brief exchange and transfer to operator.","aitm_callsummarytitle":"Reached hospital operator, not contact","blocnote":"2026 May 15 - reached Windsor Regional Hospital operator, did not reach Cynthia","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; operator answered instead of Cynthia.","intcode":"0","initialvalue":"Other","othermemberbenefit":"Reached operator, no member benefit discussed","temp_intcode_for_auto_old_int_code":"08","prootherreasonsnottorenew":"Reached hospital operator, no renewal discussion occurred","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f5a35ba681ab6198c914c22041b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f5a35ba681ab6198c914c22041b","number_of_calls_reached":"1","old_int_code":"08"}},"seriesid":"163"}
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{"contact":{"id":"49320","email":"zeeshan.shafique@yahoo.com","first_name":"Muhammad","last_name":"Shafique","phone":"3062494764","orgname":"SMG Operating Ltd.","customer_acct_name":"SMG Operating Ltd.","tags":"260506 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"346202","full_name":"Muhammad Zeeshan Shafique","members_type":"CORP","paid_thru":"2026-01-31","phone_2":"6399945160","organization_id":"334450","trc":"False","wera":"False","province":"SK","last_act_type":"2025-01-17","language":"English","corp_cancel_date":"2026-05-02","do_id":"L25O5557","number_of_passed_courses":"0","time_zone":"3","lead_status":"Lapsed Member","npi_email_temp":"zeeshan.shafique@yahoo.com","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O5557","date_of_renewal_identification":"","latest_paid_thru":"2026-01-31","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members","formatted_paid_thru":"31\/01\/2026","company_paid_thru":"2026-01-31","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"46991","email":"rjones@nfl-bay.com","first_name":"Rachel","last_name":"Jones","phone":"9022130281","orgname":"Northumberland & Bay Ferries Ltd.","customer_acct_name":"Northumberland & Bay Ferries Ltd.","tags":"260107 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"253713","full_name":"Rachel Jones","members_type":"CAND","canceldate":"2026-01-06","new_member_date_2":"2020-11-12","paid_thru":"2025-10-31","phone_2":"9022130281","pcl_status":"F","pcl_completion_date":"2021-09-12","trc":"False","wera":"False","province":"PE","last_act_type":"2025-02-20","language":"English","last_infoline_date_type":"2025-02-20","pds_december":"2","last_conf_date_type":"2025-06-04","number_of_passed_courses":"0","time_zone":"1","lead_status":"Refused","intcode":"21","temp_do_id_for_auto_old_do_id":"L25C8600","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":"L25C8600","npi_email_temp":"rjones@nfl-bay.com","pcl_completion_date_5":"2026-09-12","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"49238","email":"maryhay3@icloud.com","first_name":"Maria","last_name":"Tountas-Hay","phone":"5192642800","orgname":"Southwest Middlesex Health Centre","customer_acct_name":"Southwest Middlesex Health Centre","tags":"npiAlert3, TMAI, 260506 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"212941","full_name":"Maria Tountas-Hay, CPA, CGA","members_type":"PRO","canceldate":"2026-05-02","new_member_date_2":"2013-03-21","paid_thru":"2026-02-28","phone_2":"5196496011","cert_status":"SUSPENDED","pcl_status":"P","pcl_completion_date":"2013-07-11","pf1_status":"P","pf1_completion_date":"2013-09-17","pf2_status":"P","pf2_completion_date":"2014-03-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-12-13","trc":"False","wera":"False","cpa_certification":"PCP","province":"ON","last_act_type":"2026-04-05","language":"English","pds_april":"2","do_id":"L25P03169","number_of_passed_courses":"4","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"maryhay3@icloud.com","latest_paid_thru":"2026-02-28","pcl_completion_date_5":"2018-07-11","formatted_paid_thru":"28\/02\/2026","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P03169","date_of_renewal_identification":"","ln_entered_date":"2026-05-21","pipeline_1_lapsed_members":"Lapsed Members","thewithdrawaldate":"2026-05-02","aitm_status_called":"2026-05-21T09:37:05-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent from the National Payroll Institute contacted Mary Hay regarding her lapsed Professional membership. Mary expressed concerns about speaking with an AI and requested to speak with a real person for further assistance. The agent acknowledged the concern and promised to forward the request for follow-up.","aitm_callsummarytitle":"User Concerned About AI Contact, Requested Human Follow-up","blocnote":"2026 May 19 call reached voicemail at Southwest Middlesex Health Center; executive director unavailable.\n2026 May 19 call reached voicemail answered by Mike and Mary\n2026 May 21 contact expressed concerns about AI contact and requested a real person for follow-up - NPI# not provided\n2026 May 21 Contacted by human call. She explained that she is planning her retirement and she was hesitant to renew. Explain to her that she can renew and when she retire, she notify NPI and then she become a retired member (no fees attached and she can keep her designation.  He agreed to renew, and I advised her to contact credentialing first (to avoid) doing the exam of reinstatement. Email will be sent to her.","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"User declined to continue due to concerns about AI contact.","intcode":"02","initialvalue":"Other","othermemberbenefit":"Concerns about AI contact","temp_intcode_for_auto_old_int_code":"02","prootherreasonsnottorenew":"Concerns about AI contacting her and preference to speak with a real person.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_9506fb3d75e78fffcfd59b8b40e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9506fb3d75e78fffcfd59b8b40e","old_int_code":"22","concernquestion":"Contact expressed concerns about being contacted by AI and requested to speak with a real person for follow-up.","old_do_id":"L25P3135","number_of_calls_reached":"1","thewithdrawaldate_3_years":"2029-05-02","sendapplicationform":"2026-05-21T11:45:00-04:00"}},"seriesid":"163"}
{"contact":{"id":"48461","email":"josh.maisel@dentalcorp.ca","first_name":"Joshua","last_name":"Maisel","phone":"4372334345","orgname":"Dental Corporation Of Canada","customer_acct_name":"Dental Corporation Of Canada","tags":"260304 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"317137","full_name":"Joshua Maisel","members_type":"CORP","paid_thru":"2026-12-31","organization_id":"222395","trc":"False","wera":"False","province":"ON","last_act_type":"2022-09-21","language":"English","pds_february":"1","do_id":"L25O5148","time_zone":"2","number_of_passed_courses":"0","lead_status":"Renewed Lapsed","npi_email_temp":"josh.maisel@dentalcorp.ca","temp_do_id_for_auto_old_do_id":"L25O5148","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-28","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","temp_intcode_for_auto_old_int_code":"99","formatted_paid_thru":"31\/12\/2026","company_paid_thru":"2026-12-31","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"49447","email":"veerpalkaur04883@gmail.com","first_name":"Veerpal","last_name":"Kaur","phone":"","orgname":"","customer_acct_name":"","tags":"260506 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"348520","full_name":"Veerpal Kaur","members_type":"CAND","canceldate":"2026-05-02","new_member_date_2":"2025-03-12","paid_thru":"2026-02-28","phone_2":"7782408336","trc":"False","wera":"False","province":"AB","last_act_type":"2025-07-06","language":"English","do_id":"L25C9971","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","npi_email_temp":"Veerpalkaur04883@gmail.com","temp_do_id_for_auto_old_do_id":"L25C9971","latest_paid_thru":"2026-02-28","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","formatted_paid_thru":"28\/02\/2026","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members"}},"seriesid":"163"}
{"contact":{"id":"46902","email":"joeljacob267@gmail.com","first_name":"JOEL","last_name":"ELDHOSE","phone":"2363316865","orgname":"","customer_acct_name":"","tags":"260107 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"344417","full_name":"JOEL JACOB ELDHOSE, Student","members_type":"CAND","canceldate":"2026-01-06","new_member_date_2":"2024-11-14","paid_thru":"2025-10-31","phone_2":"2363316865","pcl_status":"P","pcl_completion_date":"2025-03-07","trc":"True","wera":"False","province":"BC","last_act_type":"2024-12-11","language":"English","do_id":"L25C8702","number_of_passed_courses":"1","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8702","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"joeljacob267@gmail.com","pcl_completion_date_5":"2030-03-07","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"47145","email":"clilley@protocase.com","first_name":"Colin","last_name":"Lilley","phone":"9025673335","orgname":"Protocase Inc.","customer_acct_name":"Protocase Inc.","tags":"260107 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"318584","full_name":"Colin Lilley","members_type":"CORP","paid_thru":"2025-10-31","organization_id":"318585","trc":"False","wera":"False","province":"NS","last_act_type":"2025-11-12","language":"English","last_infoline_date_type":"2023-03-05","corp_cancel_date":"2026-01-06","do_id":"L25O4663","number_of_passed_courses":"0","time_zone":"1","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O4663","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"clilley@protocase.com","formatted_paid_thru":"31\/10\/2025","company_paid_thru":"2025-10-31","latest_paid_thru":"2025-10-31","ln_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"47712","email":"seemeen.rizvi5@gmail.com","first_name":"Syeda","last_name":"Seemeen","phone":"5144577400","orgname":"ITR Laboratories Canada","customer_acct_name":"ITR Laboratories Canada","tags":"260204 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"344270","full_name":"Syeda Seemeen","members_type":"CAND","canceldate":"2026-02-03","new_member_date_2":"2024-12-13","paid_thru":"2025-11-30","phone_2":"5144301027","pcl_status":"P","pcl_completion_date":"2025-04-07","trc":"True","wera":"False","province":"QC","last_act_type":"2024-12-17","language":"English","extension_phone_1":"379","do_id":"L25C9021","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"seemeen.rizvi5@gmail.com","temp_do_id_for_auto_old_do_id":"L25C9021","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-04-07","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"46935","email":"d-fuller@shaw.ca","first_name":"Denise","last_name":"Fuller","phone":"","orgname":"","customer_acct_name":"","tags":"260107 New Lapsed, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"196007","full_name":"Denise Fuller","members_type":"PRO","canceldate":"2026-01-06","new_member_date_2":"2024-10-25","paid_thru":"2025-10-31","phone_2":"4039381920","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2012-06-19","pf1_status":"P","pf1_completion_date":"2012-12-18","pf2_status":"P","pf2_completion_date":"2013-06-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-02-26","trc":"False","wera":"False","cpa_certification":"PCP","province":"AB","last_act_type":"2026-06-04","language":"English","last_infoline_date_type":"2023-08-25","last_conf_date_type":"2016-06-15","do_id":"L25P2771","number_of_passed_courses":"4","time_zone":"4","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P2771","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"d-fuller@shaw.ca","pcl_completion_date_5":"2017-06-19","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31","thewithdrawaldate":"2026-01-06","aitm_status_called":"2026-05-21T12:52:04-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:02-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went to voicemail immediately upon dialing.","aitm_callsummarytitle":"Voicemail reached, no contact","blocnote":"2026 May 12 call reached voicemail, no contact made\n2026 May 14 - Reached voicemail; contact not available\n2026 May 19 voicemail reached, message left for Denise\n2026 May 21 call reached voicemail, no contact made","notrenewedwanttorenew":"No","intcode":"06","npi_voicemaildetection":"Yes","ivrdetector":"Yes","temp_intcode_for_auto_old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_7329a5ac7685e5ac9bb6be4f988","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_7329a5ac7685e5ac9bb6be4f988","mini_nps":"3","onesentencenotrenewed":"Contact not reached; no renewal discussion.","initialvalue":"Other","othermemberbenefit":"Voicemail reached, no benefit mentioned","prootherreasonsnottorenew":"Voicemail reached, no reason provided","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"47694","email":"samra.sibin@gmail.com","first_name":"Samra","last_name":"Aqil","phone":"","orgname":"","customer_acct_name":"","tags":"260204 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"308005","full_name":"Samra Aqil","members_type":"PRO","canceldate":"2026-02-03","new_member_date_2":"2021-12-13","paid_thru":"2025-11-30","phone_2":"2269711813","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2022-04-24","pf1_status":"P","pf1_completion_date":"2022-08-28","pf2_status":"P","pf2_completion_date":"2023-12-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-09-12","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"AB","last_act_type":"2026-04-05","language":"English","do_id":"L25P2903","number_of_passed_courses":"4","time_zone":"4","lead_status":"Lapsed Member","npi_email_temp":"samra.sibin@gmail.com","temp_do_id_for_auto_old_do_id":"L25P2903","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2027-04-24","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30","thewithdrawaldate":"2026-02-03","aitm_status_called":"2026-05-14T16:46:43-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T15:24:35-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent reached Samara, confirmed identity, introduced NPI and asked the first survey question about the initial value for joining; call ended shortly after with no further answers recorded.","aitm_callsummarytitle":"Reached contact, asked Q1 only","blocnote":"2026 May 14 - Reached Samara; identity confirmed; asked first survey question about initial value","notrenewedwanttorenew":"No","intcode":"15","npi_voicemaildetection":"No","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"15","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_60bd18d7c1a8d4a18ae5f5f727a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_60bd18d7c1a8d4a18ae5f5f727a","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"48499","email":"shariqam.sm@gmail.com","first_name":"Shariqa","last_name":"Mahmood","phone":"4164563687","orgname":"","customer_acct_name":"","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"320628","full_name":"Shariqa Mahmood","members_type":"CAND","new_member_date_2":"2023-01-14","paid_thru":"2026-12-31","phone_2":"6477400624","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2023-05-28","pf1_status":"P","pf1_completion_date":"2023-08-23","pf2_status":"P","pf2_completion_date":"2024-03-27","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-11-16","trc":"True","wera":"True","cpa_certification":"PCP","province":"ON","last_act_type":"2026-02-03","language":"English","time_zone":"2","number_of_passed_courses":"4","lead_status":"Refused","npi_email_temp":"shariqam.sm@gmail.com","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C9345","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C9345","pcl_completion_date_5":"2028-05-28","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"46951","email":"sidhuam6@gmail.com","first_name":"Amandeep","last_name":"Sidhu","phone":"","orgname":"","customer_acct_name":"","tags":"260107 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"344411","full_name":"Amandeep Sidhu","members_type":"CAND","canceldate":"2026-01-06","new_member_date_2":"2024-11-13","paid_thru":"2025-10-31","phone_2":"7808851846","trc":"False","wera":"False","province":"AB","last_act_type":"2024-09-12","language":"English","do_id":"L25C8721","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8721","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"sidhuam6@gmail.com","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"48676","email":"tram.ngh@gmail.com","first_name":"Hong","last_name":"Nguyen","phone":"","orgname":"","customer_acct_name":"","tags":"260325 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"336097","full_name":"Hong Tram Nguyen","members_type":"CAND","canceldate":"2026-03-20","new_member_date_2":"2024-04-01","paid_thru":"2026-02-28","phone_2":"2368852488","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","trc":"True","wera":"False","province":"BC","last_act_type":"2026-03-20","language":"English","do_id":"L25C9397","lead_status":"Lapsed Member","number_of_passed_courses":"3","time_zone":"5","npi_email_temp":"tram.ngh@gmail.com","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C9397","date_of_renewal_identification":"","ln_entered_date":"2026-03-25","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2029-10-11","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28"}},"seriesid":"163"}
{"contact":{"id":"48339","email":"gina.ferenzi@tropicana.com","first_name":"Gina","last_name":"Ferenzi","phone":"7088873664","orgname":"Tropicana Brands Group","customer_acct_name":"Tropicana Brands Group","tags":"260304 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"333899","full_name":"Gina Ferenzi","members_type":"CORP","paid_thru":"2025-12-31","organization_id":"333900","trc":"False","wera":"False","province":"IL","last_act_type":"2026-09-02","language":"English","last_infoline_date_type":"2025-11-25","corp_cancel_date":"2026-03-03","do_id":"L25O5234","time_zone":"3","number_of_passed_courses":"0","lead_status":"Lapsed Member","npi_email_temp":"gina.ferenzi@tropicana.com","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O5234","date_of_renewal_identification":"","ln_entered_date":"2026-06-01","pipeline_1_lapsed_members":"Lapsed Members","formatted_paid_thru":"31\/12\/2025","company_paid_thru":"2025-12-31","latest_paid_thru":"2025-12-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"48402","email":"rafik23hannachi@yahoo.ca","first_name":"Rafik","last_name":"Hannachi","phone":"5142242602","orgname":"","customer_acct_name":"","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"346719","full_name":"Rafik Hannachi","members_type":"CAND","canceldate":"2026-03-03","new_member_date_2":"2025-01-23","paid_thru":"2025-12-31","phone_2":"5142242602","trc":"False","wera":"False","province":"QC","last_act_type":"2025-02-25","language":"French","do_id":"L25C9137","time_zone":"2","number_of_passed_courses":"0","lead_status":"Lapsed Member","npi_email_temp":"rafik23hannachi@yahoo.ca","temp_do_id_for_auto_old_do_id":"L25C9137","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Lapsed Members","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"48361","email":"palizadeh2@myseneca.ca","first_name":"Parvin","last_name":"Alizadeh","phone":"","orgname":"","customer_acct_name":"","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"346561","full_name":"Parvin Alizadeh","members_type":"CAND","canceldate":"2026-03-03","new_member_date_2":"2025-01-21","paid_thru":"2025-12-31","phone_2":"6478329931","pcl_status":"F","pcl_completion_date":"2025-12-13","trc":"False","wera":"False","province":"ON","last_act_type":"2025-01-20","language":"English","do_id":"L25C9355","time_zone":"2","number_of_passed_courses":"0","lead_status":"Lapsed Member","npi_email_temp":"palizadeh2@myseneca.ca","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C9355","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-12-13","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"47115","email":"tingshenzx@gmail.com","first_name":"Ting","last_name":"Shen","phone":"","orgname":"","customer_acct_name":"","tags":"260107 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"306754","full_name":"Ting Shen","members_type":"PRO","canceldate":"2026-01-06","new_member_date_2":"2021-11-08","paid_thru":"2025-10-31","phone_2":"7788869692","cert_status":"WITHDRAWN","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","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"BC","last_act_type":"2026-06-04","language":"English","do_id":"L25P2795","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":"L25P2795","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"tingshenzx@gmail.com","pcl_completion_date_5":"2027-01-30","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31","thewithdrawaldate":"2026-01-06","aitm_status_called":"2026-05-25T15:32:08-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:09-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent attempted to confirm the identity of the contact named Ting but received only inaudible responses and no clear communication. The call ended due to inactivity without further progress.","aitm_callsummarytitle":"Call ended after identity confirmation attempt","blocnote":"2026 May 25 call ended due to inactivity after identity confirmation attempt","notrenewedwanttorenew":"No","intcode":"15","npi_voicemaildetection":"No","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"15","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_e56589b99f604d5ae4e15a770df","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e56589b99f604d5ae4e15a770df","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"48354","email":"ornela_mpouete@yahoo.fr","first_name":"Ornella","last_name":"Mpouete","phone":"","orgname":"","customer_acct_name":"","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"346986","full_name":"Ornella Mpouete","members_type":"CAND","canceldate":"2026-03-03","new_member_date_2":"2025-03-03","paid_thru":"2025-12-31","phone_2":"5813062722","pcl_status":"F","pcl_completion_date":"2025-06-04","trc":"False","wera":"False","province":"QC","last_act_type":"2025-03-03","language":"French","do_id":"L25C9330","time_zone":"2","number_of_passed_courses":"0","lead_status":"Lapsed Member","npi_email_temp":"ornela_mpouete@yahoo.fr","temp_do_id_for_auto_old_do_id":"L25C9330","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-06-04","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"49252","email":"payroll@vafcs.org","first_name":"Thi","last_name":"Nguyen","phone":"6042514844","orgname":"Vancouver Aboriginal Friendship","customer_acct_name":"Vancouver Aboriginal Friendship","tags":"260506 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"347777","full_name":"Thi Kieu Nhan Nguyen","members_type":"CAND","canceldate":"2026-05-02","new_member_date_2":"2025-03-03","paid_thru":"2026-02-28","phone_2":"6722721601","pcl_status":"P","pcl_completion_date":"2025-05-09","trc":"True","wera":"False","province":"BC","last_act_type":"2025-03-03","language":"English","do_id":"L25C9882","number_of_passed_courses":"1","time_zone":"5","lead_status":"Lapsed Member","npi_email_temp":"payroll@vafcs.org","pcl_completion_date_5":"2030-05-09","latest_paid_thru":"2026-02-28","pipeline_2_members_only_ast":"","formatted_paid_thru":"28\/02\/2026","temp_do_id_for_auto_old_do_id":"L25C9882","date_of_renewal_identification":"","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members"}},"seriesid":"163"}
{"contact":{"id":"46913","email":"krystalmackenzie1@gmail.com","first_name":"Krystal","last_name":"MacKenzie","phone":"","orgname":"","customer_acct_name":"","tags":"260107 New Lapsed, TMAI","ip4":"10.13.144.5","fields":{"individual_id":"209256","full_name":"Krystal MacKenzie","members_type":"PRO","canceldate":"2026-01-06","new_member_date_2":"2013-11-18","paid_thru":"2025-10-31","phone_2":"9024394795","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2013-02-22","pf1_status":"P","pf1_completion_date":"2013-03-11","pf2_status":"P","pf2_completion_date":"2013-05-01","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-09-19","trc":"False","wera":"False","cpa_certification":"PCP","province":"PE","last_act_type":"2026-06-04","language":"English","last_infoline_date_type":"2021-01-29","pds_december":"5","do_id":"L25P2766","number_of_passed_courses":"4","time_zone":"1","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P2766","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"krystalmackenzie1@gmail.com","pcl_completion_date_5":"2018-02-22","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31","thewithdrawaldate":"2026-01-06","aitm_status_called":"2026-05-15T10:06:41-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T10:06:41-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent reached Krystal (Crystal) and completed a short survey about her lapsed NPI Professional membership. Krystal indicated initial value = designation, satisfaction = 4, age 31-45, said she doesn't see the benefit but agreed to receive a renewal email; agent sent the application\/renewal email.","aitm_callsummarytitle":"Lapsed member agreed to receive renewal email","blocnote":"2026 May 11 call reached voicemail, no contact made\n2026 May 13 - Contact confirmed email krystalmackenzie1@gmail.com; renewal email sent via tool (contact id 46913).","notrenewedwanttorenew":"Yes","intcode":"02","npi_voicemaildetection":"No","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"02","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_af6e998b3f7bccf7cadf54996e7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_af6e998b3f7bccf7cadf54996e7","sendapplicationform":"2026-05-13T10:00:00-04:00","thewithdrawaldate_3_years":"2029-01-06","mini_nps":"4","onesentencenotrenewed":"I just don't see the benefit in it, really.","initialvalue":"Designation","age_range":"31-45","old_int_code":"06","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"46864","email":"boutin.s@hotmail.com","first_name":"Sylvie","last_name":"Boutin","phone":"2563081180","orgname":"Entreprise Indorama PTA Montr\u00e9al S.E.C","customer_acct_name":"Entreprise Indorama PTA Montr\u00e9al S.E.C","tags":"260107 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"123971","full_name":"Sylvie Boutin","members_type":"CORP","paid_thru":"2025-10-31","organization_id":"123970","trc":"False","wera":"False","province":"GA","last_act_type":"2025-04-15","language":"French","last_infoline_date_type":"2025-04-15","corp_cancel_date":"2026-01-06","extension_phone_1":"1105","do_id":"L25O4575","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25O4575","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"boutin.s@hotmail.com","formatted_paid_thru":"31\/10\/2025","company_paid_thru":"2025-10-31","latest_paid_thru":"2025-10-31","ln_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"49745","email":"margaretm@riverdalepoultry.ca","first_name":"","last_name":"","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert9, npiAlert11","ip4":"0.0.0.0","fields":{"company_paid_thru":"2021-04-30","corp_cancel_date":"2021-07-03","latest_paid_thru":"2021-04-30","formatted_paid_thru":"30\/04\/2021","npi_email_temp":"margaretm@riverdalepoultry.ca","individual_id":"288512","paid_thru":"2021-04-30","organization_id":"288511","trc":"False","wera":"False","province":"ON","language":"English","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O05676","number_of_passed_courses":"0","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-27","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25O05676","old_do_id":"L25O05679","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"48428","email":"rkayumba@gmail.com","first_name":"Rebecca","last_name":"Kayumba","phone":"3067873626","orgname":"Government of Saskatchewan","customer_acct_name":"Government of Saskatchewan","tags":"npiPartnerAccount, 260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"227381","full_name":"Rebecca Kayumba, CPA, CMA","members_type":"PRO","new_member_date_2":"2014-08-12","paid_thru":"2026-12-31","phone_2":"3067313545","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2014-12-08","pf1_status":"P","pf1_completion_date":"2015-03-23","pf2_status":"P","pf2_completion_date":"2015-08-06","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-02-01","trc":"False","wera":"False","pcp_we":"APPROVED","cpa_certification":"CPM","province":"SK","last_act_type":"2026-03-16","language":"English","last_infoline_date_type":"2024-11-26","time_zone":"3","number_of_passed_courses":"4","lead_status":"Not Relevant","npi_email_temp":"rkayumba@gmail.com","temp_do_id_for_auto_old_do_id":"L25P2972","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"","old_do_id":"L25P2972","pcl_completion_date_5":"2019-12-08","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"49309","email":"gmvanbeek93@gmail.com","first_name":"Monica","last_name":"Beek","phone":"7807182539","orgname":"","customer_acct_name":"","tags":"TMAI, 260506 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"261997","full_name":"Monica Van Beek","members_type":"PRO","canceldate":"2026-05-02","new_member_date_2":"2018-03-23","paid_thru":"2026-02-28","phone_2":"7807182539","cert_status":"SUSPENDED","pcl_status":"P","pcl_completion_date":"2018-08-05","pf1_status":"P","pf1_completion_date":"2018-11-18","pf2_status":"P","pf2_completion_date":"2019-05-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-06-19","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"AB","last_act_type":"2026-02-05","language":"English","do_id":"L25P3144","number_of_passed_courses":"4","time_zone":"4","lead_status":"Lapsed Member","npi_email_temp":"gmvanbeek93@gmail.com","pcl_completion_date_5":"2023-08-05","latest_paid_thru":"2026-02-28","formatted_paid_thru":"28\/02\/2026","temp_do_id_for_auto_old_do_id":"L25P3144","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members","thewithdrawaldate":"2026-05-02","aitm_status_called":"2026-05-19T11:42:02-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:42:02-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Monica and confirmed her identity, but the call ended shortly after without further conversation.","aitm_callsummarytitle":"Identity Confirmed, Call Ended Early","blocnote":"2026 May 14 - Reached voicemail; no message left\n2026 May 14 - Reached voicemail\n2026 May 19 call started, identity confirmed, call ended early","notrenewedwanttorenew":"No","intcode":"15","npi_voicemaildetection":"No","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"15","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_f0f0b54c76401bc5e37831b5239","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_f0f0b54c76401bc5e37831b5239","old_int_code":"06","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"48350","email":"h.aubeeluck@yahoo.com","first_name":"Heerachand","last_name":"Aubeeluck","phone":"5143400046","orgname":"WSP Canada","customer_acct_name":"WSP Canada","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"285235","full_name":"Heerachand Aubeeluck","members_type":"CAND","new_member_date_2":"2020-01-28","paid_thru":"2026-12-31","phone_2":"5142943005","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2020-08-02","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"P","pf2_completion_date":"2023-05-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-14","trc":"True","wera":"False","cpa_certification":"PCP","province":"QC","last_act_type":"2026-04-24","language":"English","time_zone":"2","number_of_passed_courses":"4","lead_status":"Refused","npi_email_temp":"h.aubeeluck@yahoo.com","intcode":"21","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C9256","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","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":"L25C9256","pcp_we":"APPROVED","pcl_completion_date_5":"2025-08-02","organization_id":"65747","formatted_paid_thru":"28\/02\/2027","company_paid_thru":"2027-02-28","latest_paid_thru":"2027-02-28","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"48357","email":"heather.best@bucarsrv.com","first_name":"Heather","last_name":"Best","phone":"4032071666","orgname":"Bucars RV Centre","customer_acct_name":"Bucars RV Centre","tags":"260304 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"309070","full_name":"Heather Best","members_type":"CORP","paid_thru":"2025-12-31","phone_2":"4032071666","organization_id":"309071","trc":"False","wera":"False","province":"AB","last_act_type":"2026-12-02","language":"English","last_infoline_date_type":"2025-07-29","corp_cancel_date":"2026-03-03","do_id":"L25O5227","time_zone":"4","number_of_passed_courses":"0","lead_status":"Lapsed Member","npi_email_temp":"heather.best@bucarsrv.com","temp_do_id_for_auto_old_do_id":"L25O5227","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-06-01","pipeline_1_lapsed_members":"Lapsed Members","formatted_paid_thru":"31\/12\/2025","company_paid_thru":"2025-12-31","latest_paid_thru":"2025-12-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"48400","email":"rafaelahmadlourenci@gmail.com","first_name":"Rafael","last_name":"Lourenci","phone":"4384057826","orgname":"Fresh Prep Foods","customer_acct_name":"Fresh Prep Foods","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"297561","full_name":"Rafael Ahmad Lourenci","members_type":"PRO","canceldate":"2026-03-03","new_member_date_2":"2021-02-01","paid_thru":"2025-12-31","phone_2":"4384057826","cert_status":"WITHDRAWN_CPE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-02-18","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"SCPQ","province":"QC","last_act_type":"2026-12-03","language":"French","last_infoline_date_type":"2024-03-28","do_id":"L25P03011","time_zone":"2","number_of_passed_courses":"1","lead_status":"Lapsed Member","npi_email_temp":"rafaelahmadlourenci@gmail.com","temp_do_id_for_auto_old_do_id":"L25P03011","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-03-13","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"L25A02954","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"48206","email":"crystal.milbury@bmiltd.ca","first_name":"Crystal","last_name":"Milbury","phone":"9025432446","orgname":"Bridgewater Talent Integration Ltd.","customer_acct_name":"Bridgewater Talent Integration Ltd.","tags":"260304 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"273419","full_name":"Crystal Milbury","members_type":"CORP","paid_thru":"2026-12-31","organization_id":"296476","trc":"False","wera":"False","province":"NS","last_act_type":"2026-09-02","language":"English","last_infoline_date_type":"2022-09-30","extension_phone_1":"1014","do_id":"L25O5105","time_zone":"1","number_of_passed_courses":"0","lead_status":"Renewed Lapsed","npi_email_temp":"crystal.milbury@bmiltd.ca","temp_do_id_for_auto_old_do_id":"L25O5105","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-28","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","temp_intcode_for_auto_old_int_code":"99","formatted_paid_thru":"31\/12\/2026","company_paid_thru":"2026-12-31","latest_paid_thru":"2026-12-31","last_conf_date_type":"2026-06-02","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"48178","email":"no-email708@ler.com","first_name":"Vicky","last_name":"Ko","phone":"4508302937","orgname":"Eurovia Qu\u00e9bec CSP Inc.","customer_acct_name":"Eurovia Qu\u00e9bec CSP Inc.","tags":"LER_dummy, 260304 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"355133","full_name":"Vicky Ko","members_type":"CORP","paid_thru":"2025-12-31","trc":"False","wera":"False","last_act_type":"2026-05-03","language":"English","do_id":"L25O5097","time_zone":"2","number_of_passed_courses":"0","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O5097","pipeline_2_members_only_ast":"","npi_email_temp":"no-email708@ler.com","date_of_renewal_identification":"","ler_entered_date":"2026-05-28","pipeline_1_lapsed_members":"Non-mailable Lapsed members","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","company_paid_thru":"2026-12-31"}},"seriesid":"163"}
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{"contact":{"id":"49342","email":"cnorman@nvaenergy.com","first_name":"Cassidee","last_name":"Smith","phone":"4035388545","orgname":"NuVista Energy","customer_acct_name":"NuVista Energy","tags":"260506 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"285556","full_name":"Cassidee Smith","members_type":"CORP","paid_thru":"2026-01-31","organization_id":"285557","trc":"False","wera":"False","province":"AB","last_act_type":"2026-01-14","language":"English","last_infoline_date_type":"2026-01-14","pds_april":"2","corp_cancel_date":"2026-05-02","do_id":"L25O5459","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","npi_email_temp":"cnorman@nvaenergy.com","temp_do_id_for_auto_old_do_id":"L25O5459","latest_paid_thru":"2026-01-31","formatted_paid_thru":"31\/01\/2026","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members","company_paid_thru":"2026-01-31","initialvalue":"get help ith payroll issues(infoline)","notrenewedreason":"the company was aqquired by another company(their company doesn't exist anymore","mini_nps":"5","age_range":"31-45","blocnote":"May 27 completed without renewal","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"48496","email":"shalluarora851@gmail.com","first_name":"Shallu","last_name":"Rani","phone":"","orgname":"","customer_acct_name":"","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"346480","full_name":"Shallu Rani","members_type":"CAND","canceldate":"2026-03-03","new_member_date_2":"2025-01-15","paid_thru":"2025-12-31","phone_2":"6048977792","pcl_status":"P","pcl_completion_date":"2025-03-07","trc":"True","wera":"False","province":"BC","last_act_type":"2025-06-03","language":"English","do_id":"L25C9369","time_zone":"5","number_of_passed_courses":"1","lead_status":"Lapsed Member","npi_email_temp":"shalluarora851@gmail.com","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C9369","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-03-07","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"46980","email":"emily.robinson@collegecdi.ca","first_name":"Emily","last_name":"Robinson","phone":"5147820539","orgname":"CDI College - Pointe-Claire Campus","customer_acct_name":"CDI College - Pointe-Claire Campus","tags":"260107 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"321811","full_name":"Emily Robinson","members_type":"CORP","paid_thru":"2025-10-31","trc":"False","wera":"False","last_act_type":"2023-02-14","language":"English","extension_phone_1":"2032","do_id":"L25O4711","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O4711","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"emily.robinson@collegecdi.ca","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31","ln_entered_date":"2026-05-28","company_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"49194","email":"eostrowska@sphera.com","first_name":"Eliza","last_name":"Ostrowska","phone":"4412240801","orgname":"Sphera Solutions Canada, Inc.","customer_acct_name":"Sphera Solutions Canada, Inc.","tags":"260506 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"345542","full_name":"Eliza Ostrowska","members_type":"CORP","paid_thru":"2026-01-31","organization_id":"99086","trc":"False","wera":"False","province":"QC","last_act_type":"2024-12-17","language":"English","corp_cancel_date":"2026-05-02","extension_phone_1":"48","do_id":"L25O5543","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"eostrowska@sphera.com","latest_paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25O5543","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","formatted_paid_thru":"31\/01\/2026","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members","company_paid_thru":"2026-01-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"47128","email":"daniellequequish@lacseulfn.org","first_name":"Danielle","last_name":"Quequish","phone":"8075823503","orgname":"Lac Seul First Nation","customer_acct_name":"Lac Seul First Nation","tags":"260107 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"292760","full_name":"Danielle Quequish","members_type":"CORP","paid_thru":"2026-09-30","organization_id":"267519","trc":"False","wera":"False","province":"ON","last_act_type":"2021-10-06","language":"English","do_id":"L25O4655","number_of_passed_courses":"0","time_zone":"2","lead_status":"Renewed Lapsed","temp_do_id_for_auto_old_do_id":"L25O4655","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","npi_email_temp":"daniellequequish@lacseulfn.org","intcode":"99","temp_intcode_for_auto_old_int_code":"99","formatted_paid_thru":"30\/09\/2026","company_paid_thru":"2026-09-30","latest_paid_thru":"2026-09-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"47322","email":"k-sangha@outlook.com","first_name":"Kiranjit","last_name":"Sangha","phone":"2264500996","orgname":"","customer_acct_name":"","tags":"260204 New Lapsed, TMAI","ip4":"10.13.141.86","fields":{"individual_id":"279151","full_name":"Kiranjit Sangha","members_type":"PRO","canceldate":"2026-02-03","new_member_date_2":"2022-12-02","paid_thru":"2025-11-30","phone_2":"2264500996","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2019-12-03","pf1_status":"P","pf1_completion_date":"2020-08-23","pf2_status":"P","pf2_completion_date":"2023-03-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-05-04","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-04-05","language":"English","do_id":"L25P2884","number_of_passed_courses":"4","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"k-sangha@outlook.com","temp_do_id_for_auto_old_do_id":"L25P2884","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2024-12-03","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30","thewithdrawaldate":"2026-02-03","aitm_status_called":"2026-05-15T15:26:44-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:12:33-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Karen regarding her lapsed NPI Professional membership. Karen expressed high satisfaction with the membership but chose not to renew due to lack of job opportunities and support from the organization. She indicated potential interest in renewing in the future, and the agent recorded her feedback for improvement.","aitm_callsummarytitle":"Membership Non-Renewal Feedback and Future Interest","blocnote":"2026 May 15 call reached voicemail, no contact made\n2026 May 15 contact expressed satisfaction but did not renew due to lack of job opportunities and support; interested in future renewal.","notrenewedwanttorenew":"Yes","intcode":"14","npi_voicemaildetection":"No","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"14","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8e7d523a990ae2e2af3126178a7","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8e7d523a990ae2e2af3126178a7","mini_nps":"5","onesentencenotrenewed":"Lack of jobs. Everybody wanted experience. No assistance from payroll to get any careers or any job leads.","thewithdrawaldate_3_years":"2029-02-03","initialvalue":"Career","prootherreasonsnottorenew":"Lack of support from the organization.","old_int_code":"06","age_range":"31-45","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"48749","email":"katelynja@gmail.com","first_name":"Katelyn","last_name":"Dueker","phone":"3069560057","orgname":"Doepker Industries","customer_acct_name":"Doepker Industries","tags":"TMAI, 260408 New Lapsed, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"214442","full_name":"Katelyn Dueker","members_type":"PRO","canceldate":"2026-04-02","new_member_date_2":"2024-02-13","paid_thru":"2026-01-31","phone_2":"3063216136","cert_status":"SUSPENDED","pcl_status":"P","pcl_completion_date":"2017-12-03","pf1_status":"P","pf1_completion_date":"2018-04-01","pf2_status":"P","pf2_completion_date":"2018-07-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-04-03","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"SK","last_act_type":"2026-05-17","language":"English","last_infoline_date_type":"2026-01-19","do_id":"L25P3055","time_zone":"3","number_of_passed_courses":"4","lead_status":"Lapsed Member","npi_email_temp":"katelynja@gmail.com","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P3055","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2022-12-03","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","thewithdrawaldate":"2026-04-02","aitm_status_called":"2026-05-11T16:46:43-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T16:30:23-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was an outbound attempt to reach Caitlin Cooper but went to voicemail. No conversation with a human took place, and no further actions were completed.","aitm_callsummarytitle":"Voicemail reached, no contact","blocnote":"2026 May 11 call reached voicemail at human resources department - no direct contact\n2026 May 11 call reached voicemail, no contact made","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"No renewal intent expressed as the call reached voicemail.","intcode":"06","initialvalue":"Other","othermemberbenefit":"N\/A","temp_intcode_for_auto_old_int_code":"06","prootherreasonsnottorenew":"Call reached voicemail, no conversation occurred.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_6f68816b8987509a67d6e9c4f5d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_6f68816b8987509a67d6e9c4f5d","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"47094","email":"ajfryza@gmail.com","first_name":"Anna-Marie","last_name":"Fryza","phone":"2047850919","orgname":"Anna Fryza Accounting and Payroll","customer_acct_name":"Anna Fryza Accounting and Payroll","tags":"260107 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"75317","full_name":"Anna-Marie Fryza","members_type":"PRO","canceldate":"2026-01-06","new_member_date_2":"2008-11-07","paid_thru":"2025-10-31","phone_2":"2047852585","cert_status":"WITHDRAWN","trc":"False","wera":"False","cpa_certification":"CPM","province":"MB","last_act_type":"2026-06-04","language":"English","last_infoline_date_type":"2017-11-08","do_id":"L25P2805","number_of_passed_courses":"0","time_zone":"3","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P2805","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"ajfryza@gmail.com","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31","thewithdrawaldate":"2026-01-06","aitm_status_called":"2026-05-11T15:58:27-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T15:58:27-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Anna-Marie and introduced the call regarding her lapsed Professional membership with the National Payroll Institute. The call was very brief and ended shortly after the introduction without further discussion or questions.","aitm_callsummarytitle":"Brief introduction call, no further discussion","blocnote":"2026 May 11 call started, agent introduced NPI membership lapse, call ended early.","notrenewedwanttorenew":"No","intcode":"15","npi_voicemaildetection":"No","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"15","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_4c40e8bd4707bcdca3f12689dc0","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_4c40e8bd4707bcdca3f12689dc0","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"48871","email":"foulstonle@gmail.com","first_name":"Luella","last_name":"Foulston","phone":"4033488298","orgname":"Lambourne Environmental Ltd.","customer_acct_name":"Lambourne Environmental Ltd.","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"297381","full_name":"Luella Foulston","members_type":"CAND","canceldate":"2026-04-02","new_member_date_2":"2021-02-16","paid_thru":"2026-01-31","phone_2":"4033969009","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2021-10-31","pf2_status":"P","pf2_completion_date":"2022-05-29","trc":"True","wera":"False","province":"AB","last_act_type":"2024-04-12","language":"English","last_infoline_date_type":"2024-04-16","time_zone":"4","number_of_passed_courses":"3","lead_status":"Refused","npi_email_temp":"foulstonle@gmail.com","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C9467","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C9467","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"48222","email":"no-email722@ler.com","first_name":"Shelagh","last_name":"Green","phone":"7804522790","orgname":"MMD Sales Ltd.","customer_acct_name":"MMD Sales Ltd.","tags":"LER_dummy, 260304 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"273594","full_name":"Shelagh Green","members_type":"CORP","paid_thru":"2025-12-31","organization_id":"194754","pcl_status":"P","pcl_completion_date":"2019-12-03","pf1_status":"P","pf1_completion_date":"2020-04-19","trc":"True","wera":"False","province":"AB","last_act_type":"2020-09-16","language":"English","pds_february":"1","corp_cancel_date":"2026-03-03","do_id":"L25O5194","time_zone":"4","number_of_passed_courses":"2","lead_status":"Lapsed Member","npi_email_temp":"no-email722@ler.com","temp_do_id_for_auto_old_do_id":"L25O5194","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ler_entered_date":"2026-06-01","pipeline_1_lapsed_members":"Non-mailable Lapsed members","pcl_completion_date_5":"2024-12-03","formatted_paid_thru":"31\/12\/2025","company_paid_thru":"2025-12-31","latest_paid_thru":"2025-12-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"48758","email":"angelinalin21@gmail.com","first_name":"Wenxia","last_name":"Lin","phone":"6475342888","orgname":"","customer_acct_name":"","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"348071","full_name":"Wenxia Lin","members_type":"CAND","canceldate":"2026-04-02","new_member_date_2":"2025-03-04","paid_thru":"2026-01-31","phone_2":"6475342888","pcl_status":"F","pcl_completion_date":"2026-01-06","trc":"False","wera":"False","province":"ON","last_act_type":"2025-02-28","language":"English","do_id":"L25C9664","time_zone":"2","number_of_passed_courses":"0","lead_status":"Lapsed Member","npi_email_temp":"angelinalin21@gmail.com","temp_do_id_for_auto_old_do_id":"L25C9664","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2031-01-06","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"49197","email":"aperrier@keyin.com","first_name":"Andr\u00e9","last_name":"Perrier","phone":"7096436444","orgname":"Keyin College","customer_acct_name":"Keyin College","tags":"260506 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"158929","full_name":"Andr\u00e9 Perrier","members_type":"CORP","paid_thru":"2026-01-31","phone_2":"7096436444","organization_id":"67661","trc":"False","wera":"False","province":"NL","last_act_type":"2025-04-11","language":"English","last_conf_date_type":"2010-07-06","corp_cancel_date":"2026-05-02","do_id":"L25O5407","number_of_passed_courses":"0","time_zone":"1","lead_status":"Lapsed Member","npi_email_temp":"aperrier@keyin.com","latest_paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25O5407","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","formatted_paid_thru":"31\/01\/2026","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members","company_paid_thru":"2026-01-31","blocnote":"May 26 vm","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"48389","email":"puneet.kaur@brinksinc.com","first_name":"Puneet","last_name":"Kaur","phone":"","orgname":"Brinks Canada","customer_acct_name":"Brinks Canada","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"320664","full_name":"Puneet Kaur","members_type":"CAND","canceldate":"2026-03-03","new_member_date_2":"2023-01-16","paid_thru":"2025-12-31","phone_2":"4165508690","pcl_status":"F","pcl_completion_date":"2023-04-02","trc":"False","wera":"False","province":"ON","last_act_type":"2025-08-01","language":"English","last_infoline_date_type":"2024-05-23","pds_february":"1","time_zone":"2","number_of_passed_courses":"0","lead_status":"Refused","npi_email_temp":"puneet.kaur@brinksinc.com","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C9093","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C9093","pcl_completion_date_5":"2028-04-02","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"47690","email":"s.szabo@brainboxai.com","first_name":"Susan","last_name":"Szabo","phone":"","orgname":"Brainbox Al Inc.","customer_acct_name":"Brainbox Al Inc.","tags":"260204 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"234124","full_name":"Susan Szabo","members_type":"CORP","paid_thru":"2025-11-30","phone_2":"5148266258","organization_id":"319379","trc":"False","wera":"False","province":"QC","last_act_type":"2026-01-16","language":"English","last_infoline_date_type":"2025-01-04","pds_january":"7","corp_cancel_date":"2026-02-03","do_id":"L25O4855","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"s.szabo@brainboxai.com","temp_do_id_for_auto_old_do_id":"L25O4855","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-06-01","pipeline_1_lapsed_members":"Lapsed Members","formatted_paid_thru":"30\/11\/2025","company_paid_thru":"2025-11-30","latest_paid_thru":"2025-11-30","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"47142","email":"culibrkdamaris@gmail.com","first_name":"Damaris","last_name":"Culibrk","phone":"9055462424","orgname":"The City of Hamilton","customer_acct_name":"The City of Hamilton","tags":"260107 New Lapsed, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"307706","full_name":"Damaris Culibrk","members_type":"PRO","canceldate":"2026-01-06","new_member_date_2":"2021-11-25","paid_thru":"2025-10-31","phone_2":"9055367752","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2022-04-05","pf1_status":"P","pf1_completion_date":"2022-06-26","pf2_status":"P","pf2_completion_date":"2022-11-20","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-05-11","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-06-04","language":"English","last_infoline_date_type":"2022-01-03","do_id":"L25P2798","number_of_passed_courses":"4","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P2798","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"culibrkdamaris@gmail.com","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31","thewithdrawaldate":"2026-01-06","aitm_status_called":"2026-05-21T11:02:05-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:02:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The call was made to the City of Hamilton's utility billing service but was routed through an automated system and placed in a queue. The agent waited but the call was ended without reaching a human representative.","aitm_callsummarytitle":"Call ended in queue without human answer","blocnote":"2026 May 15 - Reached City of Hamilton IVR, held in queue, did not connect to representative.\n2026 May 15 - reached voicemail\/answering system; contact said \"You've reached Damaris.\"\n2026 May 19 call attempted to reach Damaris at City of Hamilton but no human answered, call ended after waiting in queue\n2026 May 21 call reached automated system and was queued but no human answered","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; call did not progress to renewal discussion.","intcode":"03","initialvalue":"Other","othermemberbenefit":"N\/A","temp_intcode_for_auto_old_int_code":"03","prootherreasonsnottorenew":"Did not discuss renewal; call routed to IVR.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"Yes","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_c179c6fd3704307171cdea16cce","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_c179c6fd3704307171cdea16cce","old_int_code":"06","number_of_calls_reached":"3"}},"seriesid":"163"}
{"contact":{"id":"49725","email":"celine.mallais@apallp.com","first_name":"","last_name":"","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert9, npiAlert11","ip4":"0.0.0.0","fields":{"company_paid_thru":"2022-09-30","corp_cancel_date":"2022-12-02","latest_paid_thru":"2022-09-30","npi_email_temp":"celine.mallais@apallp.com","formatted_paid_thru":"30\/09\/2022","individual_id":"281853","paid_thru":"2022-09-30","organization_id":"281854","trc":"False","wera":"False","province":"NB","last_act_type":"2021-11-24","language":"English","members_type":"CORP","lead_status":"Lapsed Member","do_id":"L25O05655","number_of_passed_courses":"0","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-27","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25O05655","old_do_id":"L25O05658","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"47054","email":"manpreet.hansra@bryansfuel.on.ca","first_name":"Manpreet","last_name":"Hansra","phone":"5199412401","orgname":"941 2401 Heating Ltd. (Bryan's Fuel)","customer_acct_name":"941 2401 Heating Ltd. (Bryan's Fuel)","tags":"260107 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"351288","full_name":"Manpreet Hansra","members_type":"CORP","paid_thru":"2026-10-31","organization_id":"127147","trc":"False","wera":"False","province":"ON","last_act_type":"2025-05-29","language":"English","do_id":"L25O4722","number_of_passed_courses":"0","time_zone":"2","lead_status":"Renewed Lapsed","temp_do_id_for_auto_old_do_id":"L25O4722","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","npi_email_temp":"manpreet.hansra@bryansfuel.on.ca","intcode":"99","temp_intcode_for_auto_old_int_code":"99","formatted_paid_thru":"31\/10\/2026","company_paid_thru":"2026-10-31","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"47139","email":"jbriand@protocase.com","first_name":"Jenna","last_name":"Briand","phone":"9025673335","orgname":"Protocase Inc.","customer_acct_name":"Protocase Inc.","tags":"260107 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"318586","full_name":"Jenna Briand","members_type":"CORP","paid_thru":"2025-10-31","organization_id":"318585","trc":"False","wera":"False","province":"NS","last_act_type":"2023-05-15","language":"English","last_infoline_date_type":"2023-05-15","corp_cancel_date":"2026-01-06","do_id":"L25O4661","number_of_passed_courses":"0","time_zone":"1","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O4661","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"jbriand@protocase.com","formatted_paid_thru":"31\/10\/2025","company_paid_thru":"2025-10-31","latest_paid_thru":"2025-10-31","ln_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"48775","email":"regellbar21@gmail.com","first_name":"Regina","last_name":"Baraniuk","phone":"7804366961","orgname":"BGE Indoor Air Quality Solutions","customer_acct_name":"BGE Indoor Air Quality Solutions","tags":"TMAI, 260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"230895","full_name":"Regina (Gina) Baraniuk","members_type":"PRO","canceldate":"2026-04-02","new_member_date_2":"2019-02-04","paid_thru":"2026-01-31","phone_2":"7809633114","cert_status":"SUSPENDED","pcl_status":"P","pcl_completion_date":"2015-04-16","pf1_status":"P","pf1_completion_date":"2015-07-27","pf2_status":"P","pf2_completion_date":"2016-06-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-09-16","trc":"False","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"AB","last_act_type":"2026-05-17","language":"English","last_infoline_date_type":"2025-08-14","time_zone":"4","number_of_passed_courses":"4","lead_status":"Refused","npi_email_temp":"regellbar21@gmail.com","temp_do_id_for_auto_old_do_id":"L25P3065","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Refused Lapsed","pcl_completion_date_5":"2020-04-16","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","thewithdrawaldate":"2026-04-02","aitm_status_called":"2026-05-19T12:02:03-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T11:42:02-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent spoke with Regina, who confirmed her membership lapsed and expressed dissatisfaction with the NPI membership experience. Regina stated she is retired and not interested in renewing her membership.","aitm_callsummarytitle":"Contact retired and not renewing membership","blocnote":"2026 May 14 - Reached voicemail; business hours message heard\n2026 May 14 - Reached voicemail; attempted to speak with Regina.\n2026 May 19 call reached voicemail, no human answer\n2026 May 19 contact is retired and not interested in renewing membership","notrenewedwanttorenew":"No","mini_nps":"1","onesentencenotrenewed":"I am retired and no longer working.","intcode":"01","initialvalue":"Designation","othermemberbenefit":"Not provided","temp_intcode_for_auto_old_int_code":"01","prootherreasonsnottorenew":"Retired and no longer working.","age_range":"61+","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_98e2125ab0b400d83ac0fe6ce0b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_98e2125ab0b400d83ac0fe6ce0b","old_int_code":"06","old_do_id":"L25P3065","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"47232","email":"alec.sison@ec.gc.ca","first_name":"Alec","last_name":"Sison","phone":"","orgname":"Environment and Climate Change Canada","customer_acct_name":"Environment and Climate Change Canada","tags":"260107 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"344690","full_name":"Alec Sison","members_type":"CAND","canceldate":"2026-01-06","new_member_date_2":"2024-11-25","paid_thru":"2025-10-31","phone_2":"6478281862","pcl_status":"F","pcl_completion_date":"2025-03-07","trc":"False","wera":"False","province":"ON","last_act_type":"2024-11-22","language":"English","do_id":"L25C8680","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8680","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"alec.sison@ec.gc.ca","pcl_completion_date_5":"2030-03-07","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"48745","email":"rianares81@gmail.com","first_name":"Ria","last_name":"Encinares","phone":"4033694321","orgname":"","customer_acct_name":"","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"347566","full_name":"Ria Encinares","members_type":"CAND","canceldate":"2026-04-02","new_member_date_2":"2025-02-18","paid_thru":"2026-01-31","phone_2":"4033694321","pcl_status":"P","pcl_completion_date":"2025-08-06","pf1_status":"P","pf1_completion_date":"2026-01-18","pf2_status":"P","pf2_completion_date":"2026-03-21","trc":"True","wera":"False","province":"AB","last_act_type":"2025-02-16","language":"English","do_id":"L25C9656","time_zone":"4","number_of_passed_courses":"3","lead_status":"Lapsed Member","npi_email_temp":"rianares81@gmail.com","temp_do_id_for_auto_old_do_id":"L25C9656","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-08-06","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"47245","email":"no-email670@ler.com","first_name":"Sheri","last_name":"Bugoi","phone":"4166967700","orgname":"D+H Limited Partnership","customer_acct_name":"D+H Limited Partnership","tags":"LER_dummy, 260114 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"195061","full_name":"Sheri Bugoi","members_type":"CORP","paid_thru":"2025-10-31","organization_id":"7922","trc":"False","wera":"False","province":"ON","language":"English","corp_cancel_date":"2026-01-06","do_id":"L25O4754","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25O4754","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Non-mailable Lapsed members","npi_email_temp":"no-email670@ler.com","formatted_paid_thru":"31\/10\/2025","company_paid_thru":"2025-10-31","latest_paid_thru":"2025-10-31","ler_entered_date":"2026-06-01","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"47785","email":"swati6march2001@gmail.com","first_name":"Swati","last_name":"Thakur","phone":"7789167781","orgname":"","customer_acct_name":"","tags":"260204 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"309623","full_name":"Swati Thakur","members_type":"CAND","canceldate":"2026-02-03","new_member_date_2":"2024-11-29","paid_thru":"2025-11-30","phone_2":"7789167781","pcl_status":"P","pcl_completion_date":"2022-03-20","pf1_status":"P","pf1_completion_date":"2025-05-23","pf2_status":"P","pf2_completion_date":"2025-08-22","trc":"True","wera":"False","province":"BC","last_act_type":"2026-10-05","language":"English","do_id":"L25C8841","number_of_passed_courses":"3","time_zone":"5","lead_status":"Lapsed Member","npi_email_temp":"swati6march2001@gmail.com","temp_do_id_for_auto_old_do_id":"L25C8841","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2027-03-20","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"48776","email":"robynkleu27@gmail.com","first_name":"Robyn","last_name":"Kleu","phone":"","orgname":"","customer_acct_name":"","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"348085","full_name":"Robyn Kleu","members_type":"CAND","canceldate":"2026-04-02","new_member_date_2":"2025-03-04","paid_thru":"2026-01-31","phone_2":"2505161555","pcl_status":"P","pcl_completion_date":"2025-07-02","trc":"True","wera":"False","province":"BC","last_act_type":"2025-04-16","language":"English","do_id":"L25C9674","time_zone":"5","number_of_passed_courses":"1","lead_status":"Lapsed Member","npi_email_temp":"robynkleu27@gmail.com","temp_do_id_for_auto_old_do_id":"L25C9674","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-07-02","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"49226","email":"ccovent@campfirecircle.org","first_name":"Candace","last_name":"Covent","phone":"4169616624","orgname":"CAMPFIRE CIRCLE","customer_acct_name":"CAMPFIRE CIRCLE","tags":"260506 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"206839","full_name":"Candace Covent, CHRL","members_type":"CORP","paid_thru":"2026-01-31","organization_id":"272777","trc":"False","wera":"False","province":"ON","last_act_type":"2022-04-01","language":"English","last_infoline_date_type":"2019-08-28","corp_cancel_date":"2026-05-02","extension_phone_1":"208","do_id":"L25O5419","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"ccovent@campfirecircle.org","latest_paid_thru":"2026-01-31","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O5419","date_of_renewal_identification":"","formatted_paid_thru":"31\/01\/2026","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members","company_paid_thru":"2026-01-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"47222","email":"josee.clement@cssmb.gouv.qc.ca","first_name":"Jos\u00e9e","last_name":"Cl\u00e9ment","phone":"5148554500","orgname":"Centre de Services Scolaire Marguerite-Bourgeoys","customer_acct_name":"Centre de Services Scolaire Marguerite-Bourgeoys","tags":"260107 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"345017","full_name":"Jos\u00e9e Cl\u00e9ment, CPA","members_type":"CAND","canceldate":"2026-01-06","new_member_date_2":"2024-11-29","paid_thru":"2025-10-31","phone_2":"5147819093","trc":"True","wera":"False","province":"QC","last_act_type":"2024-11-28","language":"French","extension_phone_1":"4618","do_id":"L25C8674","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25C8674","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"josee.clement@cssmb.gouv.qc.ca","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"47035","email":"lday@plan-group.com","first_name":"Lisa","last_name":"Day","phone":"4166359635","orgname":"The Plan Group","customer_acct_name":"The Plan Group","tags":"260107 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"282180","full_name":"Lisa Day","members_type":"CORP","paid_thru":"2026-10-31","organization_id":"97136","trc":"False","wera":"False","province":"ON","last_act_type":"2023-11-20","language":"English","do_id":"L25O4626","number_of_passed_courses":"0","time_zone":"2","lead_status":"Renewed Lapsed","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-28","temp_do_id_for_auto_old_do_id":"L25O4626","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","temp_intcode_for_auto_old_int_code":"99","npi_email_temp":"lday@plan-group.com","formatted_paid_thru":"31\/10\/2026","company_paid_thru":"2026-10-31","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"48532","email":"j.papineau@live.ca","first_name":"Jessica","last_name":"Papineau","phone":"5149359300","orgname":"Gexel Telecom","customer_acct_name":"Gexel Telecom","tags":"AI Contacts sent to TM 2026, 260311 New AST","ip4":"10.13.131.254","fields":{"individual_id":"288048","full_name":"Jessica Papineau","members_type":"AST","new_member_date_2":"2020-05-07","paid_thru":"2027-04-30","phone_2":"5148058526","trc":"True","wera":"False","province":"QC","last_act_type":"2026-04-16","language":"French","do_id":"AST2910","number_of_passed_courses":"0","time_zone":"2","lead_status":"Renewed APX","npi_email_temp":"j.papineau@live.ca","temp_do_id_for_auto_old_do_id":"AST2910","pipeline_2_members_only_ast":"Ongoing member to be called","ai_entered_date":"2026-03-11","apx_entered_date":"2026-03-16","date_of_renewal_identification":"2026-04-19","intcode":"99","temp_intcode_for_auto_old_int_code":"99","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30"}},"seriesid":"163"}
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{"contact":{"id":"47808","email":"tbui_@hotmail.com","first_name":"Tony","last_name":"Bui","phone":"","orgname":"","customer_acct_name":"","tags":"260204 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"319752","full_name":"Tony Bui","members_type":"CAND","canceldate":"2026-02-03","new_member_date_2":"2022-12-16","paid_thru":"2025-11-30","phone_2":"6049160857","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2023-03-12","pf1_status":"P","pf1_completion_date":"2023-11-08","pf2_status":"P","pf2_completion_date":"2024-07-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-02-17","trc":"True","wera":"True","cpa_certification":"PCP","province":"BC","last_act_type":"2024-10-21","language":"English","number_of_passed_courses":"4","time_zone":"5","lead_status":"Refused","npi_email_temp":"tbui_@hotmail.com","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","temp_do_id_for_auto_old_do_id":"L25C8830","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_intcode_for_auto_old_int_code":"21","ln_entered_date":"2026-02-04","old_do_id":"L25C8830","pcl_completion_date_5":"2028-03-12","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
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{"contact":{"id":"46959","email":"mariegeldalaguete@gmail.com","first_name":"Mariegel","last_name":"Dalaguete","phone":"4036648447","orgname":"EastWest Collge","customer_acct_name":"EastWest Collge","tags":"260107 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"344554","full_name":"Mariegel Dalaguete","members_type":"CAND","canceldate":"2026-01-06","new_member_date_2":"2024-11-18","paid_thru":"2025-10-31","phone_2":"4036648447","pcl_status":"P","pcl_completion_date":"2025-02-19","pf1_status":"F","pf1_completion_date":"2025-04-16","trc":"True","wera":"False","province":"AB","last_act_type":"2024-11-17","language":"English","do_id":"L25C8725","number_of_passed_courses":"1","time_zone":"4","lead_status":"Lapsed Member","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8725","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"mariegeldalaguete@gmail.com","pcl_completion_date_5":"2030-02-19","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"48403","email":"jaiminigandhi208@gmail.com","first_name":"Jaimini","last_name":"Gandhi","phone":"","orgname":"PWM Professional Corporation","customer_acct_name":"PWM Professional Corporation","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"320015","full_name":"Jaimini Gandhi","members_type":"CAND","canceldate":"2026-03-03","new_member_date_2":"2023-01-26","paid_thru":"2025-12-31","phone_2":"6478341594","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","trc":"True","wera":"False","province":"ON","last_act_type":"2025-11-02","language":"English","time_zone":"2","number_of_passed_courses":"3","lead_status":"Refused","npi_email_temp":"jaiminigandhi208@gmail.com","intcode":"21","temp_do_id_for_auto_old_do_id":"L25C9340","pipeline_2_members_only_ast":"","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C9340","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"49341","email":"no-email745@ler.com","first_name":"Janice","last_name":"Morphet","phone":"7053682300","orgname":"Manitoulin Health Centre","customer_acct_name":"Manitoulin Health Centre","tags":"LER_dummy, 260506 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"348536","full_name":"Janice Morphet","members_type":"CAND","canceldate":"2026-05-02","new_member_date_2":"2025-03-13","paid_thru":"2026-02-28","trc":"False","wera":"False","province":"ON","last_act_type":"2026-03-02","language":"English","last_infoline_date_type":"2025-08-21","extension_phone_1":"2504","do_id":"L25C9921","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"no-email745@ler.com","latest_paid_thru":"2026-02-28","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C9921","formatted_paid_thru":"28\/02\/2026","date_of_renewal_identification":"","ler_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Non-mailable Lapsed members"}},"seriesid":"163"}
{"contact":{"id":"48359","email":"heidivanessa.lainezmejia@stm.info","first_name":"Heidi","last_name":"Lainez","phone":"5143500800","orgname":"STM Soci\u00e9t\u00e9 de Transport de Montr\u00e9al","customer_acct_name":"STM Soci\u00e9t\u00e9 de Transport de Montr\u00e9al","tags":"260304 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"296840","full_name":"Heidi Lainez","members_type":"CORP","paid_thru":"2026-12-31","phone_2":"4506917332","organization_id":"7598","trc":"False","wera":"False","province":"QC","last_act_type":"2021-01-18","language":"French","extension_phone_1":"86081","do_id":"L25O5126","time_zone":"2","number_of_passed_courses":"0","lead_status":"Renewed Lapsed","npi_email_temp":"heidivanessa.lainezmejia@stm.info","temp_do_id_for_auto_old_do_id":"L25O5126","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-28","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","temp_intcode_for_auto_old_int_code":"99","formatted_paid_thru":"31\/12\/2026","company_paid_thru":"2026-12-31","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"48418","email":"jdavis@go-stryder.com","first_name":"Joie","last_name":"Davis","phone":"6042709118","orgname":"Stryder Motorfreight Canada","customer_acct_name":"Stryder Motorfreight Canada","tags":"260304 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"309393","full_name":"Joie Davis","members_type":"CORP","paid_thru":"2025-12-31","organization_id":"309394","trc":"False","wera":"False","province":"BC","last_act_type":"2026-12-02","language":"English","last_infoline_date_type":"2025-02-06","corp_cancel_date":"2026-03-03","do_id":"L25O5216","time_zone":"5","number_of_passed_courses":"0","lead_status":"Lapsed Member","npi_email_temp":"jdavis@go-stryder.com","temp_do_id_for_auto_old_do_id":"L25O5216","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-06-01","pipeline_1_lapsed_members":"Lapsed Members","formatted_paid_thru":"31\/12\/2025","company_paid_thru":"2025-12-31","latest_paid_thru":"2025-12-31","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"48363","email":"patelkesha1620@gmail.com","first_name":"Keshaben","last_name":"Patel","phone":"","orgname":"","customer_acct_name":"","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"332880","full_name":"Keshaben Patel","members_type":"CAND","canceldate":"2026-03-03","new_member_date_2":"2024-01-05","paid_thru":"2025-12-31","phone_2":"3659871602","pcl_status":"F","pcl_completion_date":"2024-08-08","pf1_status":"P","pf1_completion_date":"2024-12-02","pf2_status":"P","pf2_completion_date":"2025-04-14","trc":"False","wera":"False","province":"ON","last_act_type":"2024-12-18","language":"English","do_id":"L25C9065","time_zone":"2","number_of_passed_courses":"2","lead_status":"Lapsed Member","npi_email_temp":"PATELKESHA1620@GMAIL.COM","temp_do_id_for_auto_old_do_id":"L25C9065","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2029-08-08","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
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{"contact":{"id":"48567","email":"lance.k.schmidt@gmail.com","first_name":"Lance","last_name":"Schmidt","phone":"7783193497","orgname":"LGM Financial Services Inc.","customer_acct_name":"LGM Financial Services Inc.","tags":"AI Contacts sent to TM 2026, 260318 New AST","ip4":"10.13.138.36","fields":{"individual_id":"123527","full_name":"Lance Schmidt","members_type":"AST","new_member_date_2":"2021-08-09","paid_thru":"2026-07-31","phone_2":"7783193497","cert_status":"WITHDRAWN_CPE","pcl_status":"P","pcl_completion_date":"2008-03-13","pf1_status":"P","pf1_completion_date":"2008-07-12","pf2_status":"P","pf2_completion_date":"2008-12-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-12-14","trc":"False","wera":"False","cpa_certification":"PCP","last_act_type":"2026-04-05","language":"English","last_infoline_date_type":"2024-08-22","do_id":"AST2971","time_zone":"5","number_of_passed_courses":"4","lead_status":"Member","npi_email_temp":"lance.k.schmidt@gmail.com","temp_do_id_for_auto_old_do_id":"AST2971","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","ai_entered_date":"2026-03-18","province":"BC","pcl_completion_date_5":"2013-03-13","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","blocnote":"May 20 2026 no answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-20T14:23:00-04:00","intcode":"05","temp_intcode_for_auto_old_int_code":"05","telemarketing_call_date":"2026-05-20"}},"seriesid":"163"}
{"contact":{"id":"48783","email":"d.kotsibie@shaw.ca","first_name":"Debra","last_name":"Kotsibie","phone":"","orgname":"","customer_acct_name":"","tags":"TMAI, 260408 New Lapsed, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"240992","full_name":"Debra Kotsibie","members_type":"PRO","canceldate":"2026-04-02","new_member_date_2":"2016-02-09","paid_thru":"2026-01-31","phone_2":"4032584439","cert_status":"SUSPENDED_CPE","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":"2019-07-10","trc":"False","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"AB","last_act_type":"2026-03-27","language":"English","last_infoline_date_type":"2024-03-21","do_id":"L25P3068","time_zone":"4","number_of_passed_courses":"4","lead_status":"Lapsed Member","npi_email_temp":"d.kotsibie@shaw.ca","temp_do_id_for_auto_old_do_id":"L25P3068","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2021-05-30","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","thewithdrawaldate":"2026-04-02","aitm_status_called":"2026-05-21T12:52:04-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:11-04:00","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","blocnote":"2026 May 12 call reached voicemail, no contact made\n2026 May 14 - Reached voicemail: 'You've reached Deborah.'\n2026 May 19 reached voicemail for Deborah and Troy, no conversation\n2026 May 21 call reached voicemail, no contact made","notrenewedwanttorenew":"No","intcode":"06","npi_voicemaildetection":"Yes","ivrdetector":"Yes","temp_intcode_for_auto_old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_70d6aefe824e34ed413e7bc4e49","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_70d6aefe824e34ed413e7bc4e49","mini_nps":"3","onesentencenotrenewed":"Contact did not speak; voicemail only.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact not reached; no reason provided.","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"47023","email":"angelaklein77@outlook.com","first_name":"Angela","last_name":"Flores","phone":"5196482506","orgname":"Conestoga Meat Packers","customer_acct_name":"Conestoga Meat Packers","tags":"npiAlert13, 260107 New Lapsed","ip4":"10.13.135.121","fields":{"individual_id":"280570","full_name":"Angela Romero Flores","members_type":"PRO","canceldate":"2023-11-02","new_member_date_2":"2026-03-06","paid_thru":"2027-02-28","phone_2":"2267470786","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2019-10-21","pf1_status":"P","pf1_completion_date":"2021-05-10","pf2_status":"P","pf2_completion_date":"2021-09-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-06-07","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-04-05","language":"English","last_conf_date_type":"2025-06-18","extension_phone_1":"411","number_of_passed_courses":"4","time_zone":"2","lead_status":"Not Relevant","temp_do_id_for_auto_old_do_id":"AST02881","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-03-07","pipeline_1_lapsed_members":"","npi_email_temp":"angelaklein77@outlook.com","intcode":"99","temp_intcode_for_auto_old_int_code":"99","ln_entered_date":"2026-02-24","old_do_id":"AST02881","ai_entered_date":"2026-03-07","pcl_completion_date_5":"2024-10-21","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","company_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"48827","email":"olga.dolia11@gmail.com","first_name":"Olga","last_name":"Dolia","phone":"6134841514","orgname":"Olga Dolia, CPA","customer_acct_name":"Olga Dolia, CPA","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"347786","full_name":"Olga Dolia","members_type":"CAND","canceldate":"2026-04-02","new_member_date_2":"2025-02-24","paid_thru":"2026-01-31","pcl_status":"F","pcl_completion_date":"2025-06-03","trc":"False","wera":"False","province":"ON","last_act_type":"2025-02-22","language":"English","do_id":"L25C9705","time_zone":"2","number_of_passed_courses":"0","lead_status":"Lapsed Member","npi_email_temp":"olga.dolia11@gmail.com","temp_do_id_for_auto_old_do_id":"L25C9705","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-06-03","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"47055","email":"sunmian123456@gmail.com","first_name":"Mian","last_name":"Sun","phone":"6047281717","orgname":"Victoria Training Center","customer_acct_name":"Victoria Training Center","tags":"260107 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"269075","full_name":"Mian Sun","members_type":"PRO","canceldate":"2026-01-06","new_member_date_2":"2018-11-05","paid_thru":"2025-10-31","phone_2":"2042969018","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2019-01-21","pf1_status":"P","pf1_completion_date":"2019-02-17","pf2_status":"P","pf2_completion_date":"2019-03-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-10-31","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"BC","last_act_type":"2026-06-04","language":"English","do_id":"L25P2788","number_of_passed_courses":"4","time_zone":"5","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P2788","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"sunmian123456@gmail.com","pcl_completion_date_5":"2024-01-21","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31","thewithdrawaldate":"2026-01-06","aitm_status_called":"2026-05-26T14:07:06-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-26T14:07:06-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent called Mian Sun regarding a lapsed Professional membership with the National Payroll Institute. The user clarified that they are not the member and that Leslie, the actual member, will call back. The agent agreed to call back another time.","aitm_callsummarytitle":"Call reached wrong contact, callback requested","blocnote":"2026 May 25 contact denies applying for membership and will call back for verification.\n2026 May 26 contact is not the member, Leslie will call back","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"User is not the member and deferred the call to the actual member Leslie.","intcode":"03","initialvalue":"Other","prootherreasonsnottorenew":"User is not the member and deferred the call to the actual member Leslie.","temp_intcode_for_auto_old_int_code":"03","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","old_do_id":"L25P2788","retell_call_status":"ended","session_id":"call_dd05bc16f9907e93c4141174683","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_dd05bc16f9907e93c4141174683","number_of_total_call_attempts":"2","number_of_calls_reached":"2","old_int_code":"16","ln_entered_date":"2026-05-26","called_by":"AC Automation","othermemberbenefit":"Not applicable"}},"seriesid":"163"}
{"contact":{"id":"49212","email":"remonapittman@westernhealth.nl.ca","first_name":"Remona","last_name":"Pittman","phone":"7096375000","orgname":"Western Regional Health Authority","customer_acct_name":"Western Regional Health Authority","tags":"260506 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"157965","full_name":"Remona Pittman","members_type":"CORP","paid_thru":"2026-01-31","phone_2":"7096340950","organization_id":"101986","pcl_status":"P","pcl_completion_date":"2010-02-09","trc":"False","wera":"False","province":"NL","last_act_type":"2019-08-22","language":"English","corp_cancel_date":"2026-05-02","extension_phone_1":"5210","do_id":"L25O5414","number_of_passed_courses":"1","time_zone":"1","lead_status":"Lapsed Member","npi_email_temp":"remonapittman@westernhealth.nl.ca","pcl_completion_date_5":"2015-02-09","latest_paid_thru":"2026-01-31","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O5414","date_of_renewal_identification":"","formatted_paid_thru":"31\/01\/2026","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members","company_paid_thru":"2026-01-31","blocnote":"May 27 vm","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"47150","email":"joulinli@gmail.com","first_name":"Lin","last_name":"Li","phone":"","orgname":"","customer_acct_name":"","tags":"260107 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"320973","full_name":"Lin Feng Li","members_type":"CAND","canceldate":"2026-01-06","new_member_date_2":"2023-01-27","paid_thru":"2025-10-31","phone_2":"7789873083","pcl_status":"P","pcl_completion_date":"2023-05-25","pf1_status":"P","pf1_completion_date":"2023-08-23","pf2_status":"P","pf2_completion_date":"2025-03-10","trc":"True","wera":"False","province":"BC","last_act_type":"2024-11-25","language":"English","number_of_passed_courses":"3","time_zone":"5","lead_status":"Refused","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8632","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Refused Lapsed","npi_email_temp":"joulinli@gmail.com","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C8632","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31"}},"seriesid":"163"}
{"contact":{"id":"48678","email":"kadlubowskik@hotmail.com","first_name":"Kathryn","last_name":"Kadlubowski","phone":"","orgname":"","customer_acct_name":"","tags":"AI Contacts sent to TM 2026, 260401 New AST","ip4":"10.13.142.48","fields":{"individual_id":"181611","full_name":"Kathryn Kadlubowski","members_type":"AST","new_member_date_2":"2023-06-01","paid_thru":"2027-05-31","phone_2":"4039380788","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2023-08-23","pf1_status":"P","pf1_completion_date":"2011-03-24","pf2_status":"P","pf2_completion_date":"2011-04-18","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-06-30","trc":"True","wera":"False","cpa_certification":"PCP","province":"AB","last_act_type":"2026-04-28","language":"English","last_infoline_date_type":"2026-04-28","do_id":"AST3108","lead_status":"Renewed APX","time_zone":"4","number_of_passed_courses":"4","npi_email_temp":"kadlubowskik@hotmail.com","temp_do_id_for_auto_old_do_id":"AST3108","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","ai_entered_date":"2026-04-01","apx_entered_date":"2026-04-16","pcl_completion_date_5":"2028-08-23","date_of_renewal_identification":"2026-04-22","intcode":"05","temp_intcode_for_auto_old_int_code":"05","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","blocnote":"May 21 2026 No answer","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:17:00-04:00","old_int_code":"99","telemarketing_call_date":"2026-05-21"}},"seriesid":"163"}
{"contact":{"id":"47293","email":"pamela.jv@live.ca","first_name":"Pamela","last_name":"Joyal-Valiquette","phone":"4383161222","orgname":"HNA","customer_acct_name":"HNA","tags":"260204 New AST, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"10.13.132.137","fields":{"individual_id":"282260","full_name":"Pamela Joyal-Valiquette","members_type":"AST","new_member_date_2":"2023-04-06","paid_thru":"2026-03-31","phone_2":"4388633258","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2022-01-30","pf2_status":"P","pf2_completion_date":"2023-01-19","trc":"True","wera":"True","province":"QC","last_act_type":"2026-09-04","language":"French","last_infoline_date_type":"2026-04-03","do_id":"AST2754","number_of_passed_courses":"4","time_zone":"2","lead_status":"Member","npi_email_temp":"pamela.jv@live.ca","temp_do_id_for_auto_old_do_id":"AST2754","pipeline_2_members_only_ast":"Pre-membership expiration","ai_entered_date":"2026-02-04","apx_entered_date":"2026-02-14","organization_id":"207624","last_conf_date_type":"2026-06-02","pcl_completion_date_5":"2025-12-07","formatted_paid_thru":"30\/09\/2026","company_paid_thru":"2026-09-30","latest_paid_thru":"2026-09-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-05-14","cert_status":"PENDING","blocnote":"compl\u00e8te le 21 mai 2026 envoie d'un seul courriel webinaire","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:31:00-04:00","mini_nps":"4","testimonial":"la ligne infos est tr\u00e8s pertinente.","intcode":"01","renewal_refusal_reasons":"","temp_intcode_for_auto_old_int_code":"01","sendpreexpirationemail":"2026-05-21T09:30:00-04:00","old_int_code":"00","cpa_certification":"SCP","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"48722","email":"abhijots5150@gmail.com","first_name":"Abhijot","last_name":"Singh","phone":"","orgname":"","customer_acct_name":"","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"347117","full_name":"Abhijot Singh","members_type":"CAND","canceldate":"2026-04-02","new_member_date_2":"2025-02-20","paid_thru":"2026-01-31","phone_2":"5874386262","pcl_status":"P","pcl_completion_date":"2025-06-03","pf1_status":"P","pf1_completion_date":"2025-09-23","pf2_status":"P","trc":"True","wera":"False","province":"AB","last_act_type":"2025-06-06","language":"English","do_id":"L25C9643","time_zone":"4","number_of_passed_courses":"3","lead_status":"Lapsed Member","npi_email_temp":"abhijots5150@gmail.com","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C9643","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","pf2_completion_date":"2026-04-15","pcl_completion_date_5":"2030-06-03","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"47333","email":"wangk709@gmail.com","first_name":"Le","last_name":"Vuong","phone":"","orgname":"","customer_acct_name":"","tags":"260204 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"345298","full_name":"Le Vuong","members_type":"CAND","canceldate":"2026-02-03","new_member_date_2":"2024-12-10","paid_thru":"2025-11-30","phone_2":"7806553918","pcl_status":"P","pcl_completion_date":"2025-05-16","pf1_status":"P","pf1_completion_date":"2025-04-16","pf2_status":"P","pf2_completion_date":"2025-10-01","trc":"True","wera":"False","province":"AB","last_act_type":"2024-09-12","language":"English","do_id":"L25C8985","number_of_passed_courses":"3","time_zone":"4","lead_status":"Lapsed Member","npi_email_temp":"wangk709@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","temp_do_id_for_auto_old_do_id":"L25C8985","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-05-16","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"47685","email":"russcao2022@gmail.com","first_name":"Tianyu","last_name":"Cao","phone":"9029161244","orgname":"Avondale Construction Ltd.","customer_acct_name":"Avondale Construction Ltd.","tags":"260204 New Lapsed","ip4":"10.13.151.113","fields":{"individual_id":"332279","full_name":"Tianyu Cao","members_type":"PRO","new_member_date_2":"2023-12-08","paid_thru":"2026-11-30","phone_2":"9029161244","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2024-04-03","pf1_status":"P","pf1_completion_date":"2024-10-16","pf2_status":"P","pf2_completion_date":"2024-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-12-13","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"NS","last_act_type":"2026-10-04","language":"English","number_of_passed_courses":"4","time_zone":"1","lead_status":"Not Relevant","npi_email_temp":"russcao2022@gmail.com","temp_do_id_for_auto_old_do_id":"AST03168","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-04-11","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"","old_do_id":"AST03168","ai_entered_date":"2026-04-11","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pcl_completion_date_5":"2029-04-03","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
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{"contact":{"id":"49210","email":"jwssheppard@hotmail.com","first_name":"Janet","last_name":"Coulter","phone":"7096375000","orgname":"Western Regional Health Authority","customer_acct_name":"Western Regional Health Authority","tags":"260506 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"179081","full_name":"Janet Coulter","members_type":"CORP","new_member_date_2":"2010-12-16","paid_thru":"2026-10-31","phone_2":"7096602870","organization_id":"5627","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2011-04-07","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":"2011-04-26","trc":"True","wera":"False","cpa_certification":"PCP","province":"NL","last_act_type":"2026-05-14","language":"English","do_id":"L25O5413","number_of_passed_courses":"4","time_zone":"1","lead_status":"Renewed Lapsed","npi_email_temp":"jwssheppard@hotmail.com","pcl_completion_date_5":"2016-04-07","latest_paid_thru":"2026-10-31","formatted_paid_thru":"31\/10\/2026","temp_do_id_for_auto_old_do_id":"L25O5413","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-28","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","temp_intcode_for_auto_old_int_code":"99","company_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"47689","email":"helenaw@uecan.com","first_name":"Helena","last_name":"Wieler","phone":"5193222264","orgname":"UE Enclosures","customer_acct_name":"UE Enclosures","tags":"260204 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"318145","full_name":"Helena Wieler","members_type":"CORP","paid_thru":"2026-11-30","organization_id":"318193","trc":"False","wera":"False","province":"ON","last_act_type":"2025-02-10","language":"English","pds_january":"5","corp_cancel_date":"2026-02-03","do_id":"L25O4953","number_of_passed_courses":"0","time_zone":"2","lead_status":"Renewed Lapsed","npi_email_temp":"helenaw@uecan.com","temp_do_id_for_auto_old_do_id":"L25O4953","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-28","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Renewed lapsed","formatted_paid_thru":"30\/11\/2026","company_paid_thru":"2026-11-30","latest_paid_thru":"2026-11-30","intcode":"99","temp_intcode_for_auto_old_int_code":"99","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"48346","email":"grezz2023@hotmail.com","first_name":"Jia","last_name":"Chen","phone":"","orgname":"","customer_acct_name":"","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"332934","full_name":"Jia Chen","members_type":"CAND","canceldate":"2026-03-03","new_member_date_2":"2024-01-16","paid_thru":"2025-12-31","phone_2":"7786810757","pcl_status":"P","pcl_completion_date":"2024-06-20","trc":"True","wera":"False","province":"AB","last_act_type":"2025-10-01","language":"English","do_id":"L25C9321","time_zone":"4","number_of_passed_courses":"1","lead_status":"Lapsed Member","npi_email_temp":"grezz2023@hotmail.com","temp_do_id_for_auto_old_do_id":"L25C9321","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"48720","email":"theotsang1993@gmail.com","first_name":"Theodore","last_name":"Tsang","phone":"","orgname":"","customer_acct_name":"","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"347050","full_name":"Theodore Tsang","members_type":"CAND","canceldate":"2026-04-02","new_member_date_2":"2025-02-03","paid_thru":"2026-01-31","phone_2":"6044416237","pcl_status":"P","pcl_completion_date":"2025-05-05","pf1_status":"P","pf1_completion_date":"2025-09-23","pf2_status":"P","pf2_completion_date":"2026-01-13","trc":"True","wera":"False","province":"BC","last_act_type":"2026-02-04","language":"English","do_id":"L25C9642","time_zone":"5","number_of_passed_courses":"3","lead_status":"Lapsed Member","npi_email_temp":"theotsang1993@gmail.com","temp_do_id_for_auto_old_do_id":"L25C9642","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-05-05","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"47075","email":"cathyzhangqz@gmail.com","first_name":"Qiao","last_name":"Zhang","phone":"","orgname":"","customer_acct_name":"","tags":"260107 New Lapsed, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"295032","full_name":"Qiao Zhen Cathy Zhang","members_type":"PRO","canceldate":"2026-01-06","new_member_date_2":"2020-11-18","paid_thru":"2025-10-31","phone_2":"5198041536","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2021-03-08","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2021-05-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-08-12","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-06-04","language":"English","last_infoline_date_type":"2024-05-03","do_id":"L25P2792","number_of_passed_courses":"4","time_zone":"2","lead_status":"Lapsed Member","temp_do_id_for_auto_old_do_id":"L25P2792","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","pipeline_1_lapsed_members":"Lapsed Members","npi_email_temp":"cathyzhangqz@gmail.com","pcl_completion_date_5":"2026-03-08","formatted_paid_thru":"31\/10\/2025","latest_paid_thru":"2025-10-31","thewithdrawaldate":"2026-01-06","aitm_status_called":"2026-05-21T10:52:05-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached voicemail as the contact's phone was powered off and no conversation took place.","aitm_callsummarytitle":"Voicemail reached, no contact","blocnote":"2026 May 15 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made","notrenewedwanttorenew":"No","intcode":"06","npi_voicemaildetection":"Yes","ivrdetector":"Yes","temp_intcode_for_auto_old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_46e4e44ca0f1367c8ab6ade31fa","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_46e4e44ca0f1367c8ab6ade31fa","number_of_total_call_attempts":"7"}},"seriesid":"163"}
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{"contact":{"id":"49277","email":"diannelepla@hotmail.com","first_name":"Dianne","last_name":"Lepla","phone":"4035816208","orgname":"","customer_acct_name":"","tags":"260506 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"348481","full_name":"Dianne Lepla","members_type":"CAND","canceldate":"2026-05-02","new_member_date_2":"2025-03-12","paid_thru":"2026-02-28","phone_2":"4035816208","trc":"False","wera":"False","province":"AB","last_act_type":"2025-03-13","language":"English","do_id":"L25C9895","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","npi_email_temp":"diannelepla@hotmail.com","pipeline_2_members_only_ast":"","latest_paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25C9895","date_of_renewal_identification":"","formatted_paid_thru":"28\/02\/2026","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members"}},"seriesid":"163"}
{"contact":{"id":"48271","email":"myblogsabrina@yahoo.ca","first_name":"Sabrina","last_name":"Jasman","phone":"","orgname":"","customer_acct_name":"","tags":"TMAI, 260304 New Lapsed","ip4":"10.13.144.5","fields":{"individual_id":"275173","full_name":"Sabrina Jasman","members_type":"PRO","canceldate":"2026-03-03","new_member_date_2":"2020-01-16","paid_thru":"2027-12-31","phone_2":"7802429195","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2019-06-10","pf1_status":"P","pf1_completion_date":"2019-07-09","pf2_status":"P","pf2_completion_date":"2019-09-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-02-20","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"AB","last_act_type":"2026-12-05","language":"English","last_infoline_date_type":"2025-05-02","time_zone":"4","number_of_passed_courses":"4","lead_status":"Refused","npi_email_temp":"myblogsabrina@yahoo.ca","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P2951","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Refused Lapsed","pcl_completion_date_5":"2024-06-10","formatted_paid_thru":"31\/12\/2027","latest_paid_thru":"2027-12-31","thewithdrawaldate":"2026-03-03","aitm_status_called":"2026-05-14T16:26:45-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T15:03:59-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent reached Sabrina, informed her membership lapsed and asked survey questions. Sabrina declined the survey and stated she no longer wishes to be a member without giving details; call ended politely.","aitm_callsummarytitle":"Contact declined renewal and survey","blocnote":"2026 May 14 - Contact declined survey and confirmed not renewing membership","notrenewedwanttorenew":"Yes","intcode":"01","thewithdrawaldate_3_years":"2029-03-03","temp_intcode_for_auto_old_int_code":"01","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","old_do_id":"L25P2951","session_id":"call_22ad2925b2499441b525dff9b03","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_22ad2925b2499441b525dff9b03","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"48561","email":"sharridyer@gmail.com","first_name":"Sharron","last_name":"Dyer","phone":"","orgname":"","customer_acct_name":"","tags":"TMAI, 260318 New AST","ip4":"10.13.137.112","fields":{"individual_id":"124141","full_name":"Sharron Dyer","members_type":"AST","canceldate":"2026-04-02","new_member_date_2":"2025-01-29","paid_thru":"2026-01-31","phone_2":"9058097017","cert_status":"SUSPENDED_CPE","pcl_status":"P","pcl_completion_date":"2008-03-13","pf1_status":"P","pf1_completion_date":"2009-01-19","pf2_status":"P","pf2_completion_date":"2011-07-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-06-07","trc":"False","wera":"False","cpa_certification":"CPM","last_act_type":"2026-03-19","language":"English","time_zone":"2","number_of_passed_courses":"4","lead_status":"Refused","npi_email_temp":"Sharridyer@gmail.com","temp_do_id_for_auto_old_do_id":"L25A02991","pipeline_2_members_only_ast":"","ai_entered_date":"2026-03-18","apx_entered_date":"2026-03-18","province":"ON","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","pipeline_1_lapsed_members":"Refused Lapsed","old_do_id":"L25A02991","pcl_completion_date_5":"2013-03-13","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-13T11:06:44-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T11:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent spoke with Sharron regarding her lapsed Associate membership with the National Payroll Institute. Sharron answered all survey questions but declined to renew her membership, stating she is no longer working in payroll. The call concluded politely with no further actions taken.","aitm_callsummarytitle":"Membership renewal declined by Sharron","blocnote":"2026 May 08 call reached voicemail, no contact made\n2026 May 11 contact declined renewal, reason no longer working in payroll","notrenewedwanttorenew":"No","mini_nps":"5","intcode":"01","npi_voicemaildetection":"No","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"01","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_caddd722fd88a90d4a347a451d3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_caddd722fd88a90d4a347a451d3","onesentencenotrenewed":"No longer working in payroll.","initialvalue":"Designation","age_range":"46-60","old_int_code":"06","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"48941","email":"ppmac204@hotmail.com","first_name":"Theresa","last_name":"Mackay","phone":"6042028619","orgname":"Township of Spallumcheen","customer_acct_name":"Township of Spallumcheen","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"334479","full_name":"Theresa Mackay","members_type":"CAND","canceldate":"2026-04-02","new_member_date_2":"2024-02-20","paid_thru":"2026-01-31","phone_2":"6042028619","pcl_status":"P","pcl_completion_date":"2024-06-04","pf1_status":"P","pf1_completion_date":"2024-10-21","pf2_status":"P","pf2_completion_date":"2025-02-10","trc":"True","wera":"False","province":"BC","last_act_type":"2026-01-26","language":"English","last_infoline_date_type":"2026-01-26","do_id":"L25C9498","time_zone":"5","number_of_passed_courses":"3","lead_status":"Lapsed Member","npi_email_temp":"ppmac204@hotmail.com","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C9498","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
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{"contact":{"id":"47776","email":"jhiggins@citywindsor.ca","first_name":"Joshua","last_name":"Higgins","phone":"5192569000","orgname":"The Corporation of the City of Windsor","customer_acct_name":"The Corporation of the City of Windsor","tags":"260204 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"90329","full_name":"Joshua Higgins","members_type":"CORP","paid_thru":"2026-11-30","organization_id":"8642","trc":"False","wera":"False","province":"ON","language":"English","pds_january":"2","extension_phone_1":"265","do_id":"L25O5060","number_of_passed_courses":"0","time_zone":"2","lead_status":"Renewed Lapsed","npi_email_temp":"jhiggins@citywindsor.ca","temp_do_id_for_auto_old_do_id":"L25O5060","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-28","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","temp_intcode_for_auto_old_int_code":"99","formatted_paid_thru":"30\/11\/2026","company_paid_thru":"2026-11-30","latest_paid_thru":"2026-11-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"49539","email":"melanie.rouleau@niagara.ymca.ca","first_name":"Melanie","last_name":"Rouleau","phone":"9057356959","orgname":"YMCA of Niagara","customer_acct_name":"YMCA of Niagara","tags":"260506 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"44494","full_name":"Melanie Rouleau","members_type":"CORP","paid_thru":"2026-01-31","organization_id":"121927","trc":"False","wera":"False","province":"ON","last_act_type":"2024-07-18","language":"English","last_infoline_date_type":"2021-01-25","corp_cancel_date":"2026-05-02","extension_phone_1":"473","do_id":"L25O5578","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","latest_paid_thru":"2026-01-31","npi_email_temp":"melanie.rouleau@niagara.ymca.ca","formatted_paid_thru":"31\/01\/2026","temp_do_id_for_auto_old_do_id":"L25O5578","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members","company_paid_thru":"2026-01-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"49350","email":"anders.koch.jensen@gmail.com","first_name":"Anders","last_name":"Jensen","phone":"","orgname":"","customer_acct_name":"","tags":"260506 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"347805","full_name":"Anders Jensen","members_type":"CAND","canceldate":"2026-05-02","new_member_date_2":"2025-03-04","paid_thru":"2026-02-28","phone_2":"6393820650","pcl_status":"P","pcl_completion_date":"2025-08-06","trc":"True","wera":"False","province":"SK","last_act_type":"2025-04-16","language":"English","do_id":"L25C9925","number_of_passed_courses":"1","time_zone":"3","lead_status":"Lapsed Member","npi_email_temp":"anders.koch.jensen@gmail.com","pcl_completion_date_5":"2030-08-06","latest_paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25C9925","pipeline_2_members_only_ast":"","formatted_paid_thru":"28\/02\/2026","date_of_renewal_identification":"","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members"}},"seriesid":"163"}
{"contact":{"id":"49395","email":"nicholascdraper@hotmail.com","first_name":"Nicholas","last_name":"Draper","phone":"","orgname":"","customer_acct_name":"","tags":"260506 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"345906","full_name":"Nicholas Draper","members_type":"CAND","canceldate":"2026-05-02","new_member_date_2":"2025-02-25","paid_thru":"2027-02-28","phone_2":"3062167361","pcl_status":"P","pcl_completion_date":"2025-06-03","trc":"True","wera":"False","province":"SK","last_act_type":"2025-02-25","language":"English","do_id":"L25C9945","number_of_passed_courses":"1","time_zone":"3","lead_status":"Renewed Lapsed","npi_email_temp":"nicholascdraper@hotmail.com","pcl_completion_date_5":"2030-06-03","latest_paid_thru":"2027-02-28","pipeline_2_members_only_ast":"","formatted_paid_thru":"28\/02\/2027","date_of_renewal_identification":"2026-06-02","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"L25C9945","intcode":"99","temp_intcode_for_auto_old_int_code":"99"}},"seriesid":"163"}
{"contact":{"id":"47275","email":"pennyliu806@gmail.com","first_name":"Liqiong","last_name":"Liu","phone":"4167403000","orgname":"CFLS","customer_acct_name":"CFLS","tags":"260121 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"295362","full_name":"Liqiong Liu","members_type":"CORP","canceldate":"2024-12-17","new_member_date_2":"2020-12-16","paid_thru":"2027-06-30","phone_2":"6476753499","cert_status":"ACTIVE","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-10-28","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-05-20","language":"English","last_infoline_date_type":"2026-05-20","do_id":"L25P2818","number_of_passed_courses":"4","time_zone":"2","lead_status":"Renewed Lapsed","temp_do_id_for_auto_old_do_id":"L25P2818","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","npi_email_temp":"pennyliu806@gmail.com","organization_id":"133084","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pcl_completion_date_5":"2026-04-07","formatted_paid_thru":"30\/06\/2027","company_paid_thru":"2027-06-30","latest_paid_thru":"2027-06-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"48536","email":"jimfoglietta@gmail.com","first_name":"James","last_name":"Foglietta","phone":"","orgname":"","customer_acct_name":"","tags":"260311 New AST","ip4":"10.13.145.128","fields":{"individual_id":"288788","full_name":"James Foglietta","members_type":"PRO","new_member_date_2":"2020-05-21","paid_thru":"2027-04-30","phone_2":"2048698259","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2020-08-30","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":"2025-11-27","trc":"True","wera":"False","cpa_certification":"PCP","province":"MB","last_act_type":"2026-04-30","language":"English","last_infoline_date_type":"2022-08-29","number_of_passed_courses":"4","time_zone":"3","lead_status":"Renewed APX","npi_email_temp":"jimfoglietta@gmail.com","temp_do_id_for_auto_old_do_id":"AST2914","pipeline_2_members_only_ast":"","ai_entered_date":"2026-03-11","apx_entered_date":"2026-03-16","organization_id":"188132","pcl_completion_date_5":"2025-08-30","pcp_we":"APPROVED","pipeline_1_lapsed_members":"","old_do_id":"AST2914","formatted_paid_thru":"30\/04\/2027","date_of_renewal_identification":"2026-04-29","intcode":"99","temp_intcode_for_auto_old_int_code":"99","company_paid_thru":"2026-07-31","latest_paid_thru":"2027-04-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"47306","email":"chainz1965@outlook.com","first_name":"Cassandra","last_name":"Hainz","phone":"5148425179","orgname":"Smiths Interconnect Inc","customer_acct_name":"Smiths Interconnect Inc","tags":"AI Contacts sent to TM 2026, 260204 New AST","ip4":"10.13.145.197","fields":{"individual_id":"286847","full_name":"Cassandra Hainz","members_type":"PRO","new_member_date_2":"2020-04-28","paid_thru":"2027-03-31","phone_2":"4389989797","pcl_status":"P","pcl_completion_date":"2022-08-21","pf1_status":"P","pf1_completion_date":"2024-12-18","pf2_status":"P","pf2_completion_date":"2025-06-17","trc":"True","wera":"True","province":"QC","last_act_type":"2026-04-05","language":"English","extension_phone_1":"245","number_of_passed_courses":"4","time_zone":"2","lead_status":"Not Relevant","npi_email_temp":"Chainz1965@outlook.com","temp_do_id_for_auto_old_do_id":"AST2767","pipeline_2_members_only_ast":"","ai_entered_date":"2026-02-04","apx_entered_date":"2026-02-14","cert_status":"ACTIVE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-04-16","pcl_completion_date_5":"2027-08-21","date_of_renewal_identification":"2026-04-22","intcode":"31","temp_intcode_for_auto_old_int_code":"31","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31","email2":"","blocnote":"May 15 2026 Survey completed - resource email. She is already taking courses.","full_name_2":" ","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:06:00-04:00","resourceaware":"Yes","resourcevisitedselfreport":"Last 7 days","value_designation":"No","old_int_code":"99","telemarketing_call_date":"2026-05-15","sendaigeneral":"2026-05-15T11:06:00-04:00","sendaiemail":"2026-05-15T11:06:22-04:00","sendaidate":"2026-05-15T11:06:23-04:00","pcp_we":"APPROVED","pipeline_1_lapsed_members":"","old_do_id":"AST2767","cpa_certification":"PCP"}},"seriesid":"163"}
{"contact":{"id":"48762","email":"harp.hk1@icloud.com","first_name":"Harpreet","last_name":"Kaur","phone":"2508790028","orgname":"","customer_acct_name":"","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"347916","full_name":"Harpreet Kaur","members_type":"CAND","canceldate":"2026-04-02","new_member_date_2":"2025-02-26","paid_thru":"2026-01-31","phone_2":"2508790028","pcl_status":"F","pcl_completion_date":"2025-06-03","trc":"False","wera":"False","province":"BC","last_act_type":"2025-02-25","language":"English","do_id":"L25C9666","time_zone":"5","number_of_passed_courses":"0","lead_status":"Lapsed Member","npi_email_temp":"harp.hk1@icloud.com","temp_do_id_for_auto_old_do_id":"L25C9666","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-06-03","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"49221","email":"cccn0923@gmail.com","first_name":"Misato","last_name":"Tanaka","phone":"","orgname":"","customer_acct_name":"","tags":"260506 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"347861","full_name":"Misato Tanaka","members_type":"CAND","canceldate":"2026-05-02","new_member_date_2":"2025-02-25","paid_thru":"2026-02-28","phone_2":"6047540523","pcl_status":"P","pcl_completion_date":"2025-06-03","trc":"True","wera":"False","province":"BC","last_act_type":"2025-02-25","language":"English","do_id":"L25C9868","number_of_passed_courses":"1","time_zone":"5","lead_status":"Lapsed Member","npi_email_temp":"cccn0923@gmail.com","latest_paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25C9868","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","formatted_paid_thru":"28\/02\/2026","ln_entered_date":"2026-05-06","pcl_completion_date_5":"2030-06-03","pipeline_1_lapsed_members":"Lapsed Members"}},"seriesid":"163"}
{"contact":{"id":"47320","email":"1727879349@qq.com","first_name":"Xie","last_name":"Zhang","phone":"6047810166","orgname":"","customer_acct_name":"","tags":"260204 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"332156","full_name":"Xie Min Zhang","members_type":"CAND","canceldate":"2026-02-03","new_member_date_2":"2023-12-05","paid_thru":"2025-11-30","phone_2":"6047810166","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2024-04-11","pf1_status":"P","pf1_completion_date":"2024-04-23","pf2_status":"P","pf2_completion_date":"2024-08-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-01-06","trc":"True","wera":"True","cpa_certification":"PCP","province":"BC","last_act_type":"2025-06-01","language":"English","do_id":"L25C8890","number_of_passed_courses":"4","time_zone":"5","lead_status":"Lapsed Member","npi_email_temp":"1727879349@qq.com","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8890","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2029-04-11","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"47780","email":"sue@snappayroll.ca","first_name":"Sue","last_name":"Kong","phone":"3657398868","orgname":"CP Enterprise Inc.","customer_acct_name":"CP Enterprise Inc.","tags":"260204 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"331475","full_name":"Sue Kong","members_type":"PRO","canceldate":"2026-02-03","new_member_date_2":"2023-12-12","paid_thru":"2025-11-30","phone_2":"3657398868","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2024-02-26","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":"2025-04-22","trc":"True","wera":"True","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-04-05","language":"English","last_infoline_date_type":"2024-06-05","do_id":"L25P2913","number_of_passed_courses":"4","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"sue@snappayroll.ca","temp_do_id_for_auto_old_do_id":"L25P2913","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-26","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2029-02-26","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30","thewithdrawaldate":"2026-02-03","aitm_status_called":"2026-05-26T10:07:31-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-26T10:07:31-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Sue regarding her NPI membership experience but Sue indicated that she had already been contacted recently and had answered the same questions. The call ended after Sue expressed that the questions were repetitive.","aitm_callsummarytitle":"Contact indicated repetitive questions, call ended","blocnote":"2026 May 25 contact answered, completed survey, declined renewal citing career focus on accounts receivable\n2026 May 26 contact answered but indicated questions were repetitive and already answered recently.","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Sue felt the questions were repetitive and had already answered them recently.","intcode":"03","initialvalue":"Designation","age_range":"46-60","temp_intcode_for_auto_old_int_code":"03","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","old_do_id":"L25P2913","retell_call_status":"ended","session_id":"call_baa525f8e1a1c3c3f83723aa9d3","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_baa525f8e1a1c3c3f83723aa9d3","number_of_total_call_attempts":"2","number_of_calls_reached":"2","called_by":"AC Automation","old_int_code":"01"}},"seriesid":"163"}
{"contact":{"id":"48726","email":"zareth1128@yahoo.com","first_name":"Nazareth","last_name":"Barkhouse","phone":"","orgname":"","customer_acct_name":"","tags":"TMAI, 260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"161042","full_name":"Nazareth Barkhouse","members_type":"PRO","canceldate":"2026-04-02","new_member_date_2":"2011-02-23","paid_thru":"2026-01-31","phone_2":"6047571968","cert_status":"SUSPENDED","pcl_status":"P","pcl_completion_date":"2009-12-10","pf1_status":"P","pf1_completion_date":"2009-12-23","pf2_status":"P","pf2_completion_date":"2010-02-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-02-17","trc":"False","wera":"False","cpa_certification":"PCP","province":"BC","last_act_type":"2026-05-17","language":"English","do_id":"L25P3047","time_zone":"5","number_of_passed_courses":"4","lead_status":"Lapsed Member","npi_email_temp":"zareth1128@yahoo.com","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P3047","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2014-12-10","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","thewithdrawaldate":"2026-04-02","aitm_status_called":"2026-05-25T15:32:11-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:06-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called Grand Peak Capital Corp. asking for Nazareth, but Nazareth was unavailable. The agent decided to try reaching Nazareth directly another time without leaving a message.","aitm_callsummarytitle":"Contact Unavailable - No Message Left","blocnote":"2026 May 25 contact answered but Nazareth not available, no message left","notrenewedwanttorenew":"No","intcode":"03","npi_voicemaildetection":"No","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"03","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_dc47ea3cf1599001ad6a91eeaf8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_dc47ea3cf1599001ad6a91eeaf8","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"49571","email":"tdoucet@rbwmfg.com","first_name":"Tammy","last_name":"Doucet","phone":"9055959714","orgname":"RBW Corp.","customer_acct_name":"RBW Corp.","tags":"260506 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"98482","full_name":"Tammy Doucet","members_type":"CORP","paid_thru":"2026-01-31","phone_2":"9058141417","organization_id":"334062","pcl_status":"P","pcl_completion_date":"2006-05-16","trc":"False","wera":"False","province":"ON","last_act_type":"2024-02-26","language":"English","corp_cancel_date":"2026-05-02","do_id":"L25O5589","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"tdoucet@rbwmfg.com","pcl_completion_date_5":"2011-05-16","latest_paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25O5589","formatted_paid_thru":"31\/01\/2026","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members","company_paid_thru":"2026-01-31","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"48523","email":"pnharvey@yahoo.com","first_name":"Patrice","last_name":"Harvey","phone":"","orgname":"","customer_acct_name":"","tags":"260311 New AST, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"10.13.145.128","fields":{"individual_id":"221320","full_name":"Patrice Harvey","members_type":"AST","new_member_date_2":"2025-05-06","paid_thru":"2026-04-30","phone_2":"6473912342","pcl_status":"F","pcl_completion_date":"2025-07-31","pf1_status":"P","pf1_completion_date":"2014-12-17","trc":"False","wera":"False","province":"ON","last_act_type":"2025-06-05","language":"English","do_id":"AST2899","number_of_passed_courses":"1","time_zone":"2","lead_status":"Member","npi_email_temp":"pnharvey@yahoo.com","temp_do_id_for_auto_old_do_id":"AST2899","pipeline_2_members_only_ast":"Pre-membership expiration","ai_entered_date":"2026-03-11","apx_entered_date":"2026-03-16","pcl_completion_date_5":"2030-07-31","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30"}},"seriesid":"163"}
{"contact":{"id":"48558","email":"colleen.ackerman@evrazna.com","first_name":"Colleen","last_name":"Ackerman","phone":"3069247322","orgname":"EVRAZ North America","customer_acct_name":"EVRAZ North America","tags":"TMAI, 260318 New AST","ip4":"10.13.142.162","fields":{"individual_id":"113343","full_name":"Colleen Ackerman, mMBA,IPMA - ACP, CLC","members_type":"AST","new_member_date_2":"2009-02-09","paid_thru":"2026-01-31","phone_2":"3065910538","cert_status":"SUSPENDED_CPE","pcl_status":"P","pcl_completion_date":"2009-06-10","pf1_status":"P","pf1_completion_date":"2010-04-19","pf2_status":"P","pf2_completion_date":"2010-09-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-06-05","trc":"False","wera":"False","cpa_certification":"CPM","last_act_type":"2026-03-17","language":"English","do_id":"L25A03009","time_zone":"3","number_of_passed_courses":"4","lead_status":"Lapsed Member","npi_email_temp":"colleen.ackerman@evrazna.com","temp_do_id_for_auto_old_do_id":"L25A03009","pipeline_2_members_only_ast":"","ai_entered_date":"2026-03-18","apx_entered_date":"2026-03-18","province":"SK","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST2962","pcl_completion_date_5":"2014-06-10","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T16:36:44-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T16:21:39-04:00","number_of_call_attempts":"8","number_of_total_call_attempts":"8","npi_transcriptsummary":"The call was made but reached voicemail and no conversation with a human took place.","aitm_callsummarytitle":"Call reached voicemail","blocnote":"2026 May 08 call reached voicemail, message left for Kim at Entrapro\n2026 May 08 call reached voicemail, no contact made\n2026 May 11 reached voicemail for Kim, senior HR VP at Entrepreneur\n2026 May 11 call reached voicemail, no contact made\n2026 May 13 call reached voicemail answered by Kim, no message left\n2026 May 13 call reached voicemail, no contact made\n2026-05-15 Dial no answer, phone: +13069247322\n2026 May 15 call reached voicemail, no contact made","notrenewedwanttorenew":"No","intcode":"06","npi_voicemaildetection":"Yes","ivrdetector":"Yes","temp_intcode_for_auto_old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_04c3850efa1ecf6a70021236beb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_04c3850efa1ecf6a70021236beb","old_int_code":"05"}},"seriesid":"163"}
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{"contact":{"id":"48521","email":"dinabelanger.pcp@gmail.com","first_name":"Dina","last_name":"Belanger","phone":"6133271194","orgname":"","customer_acct_name":"","tags":"AI Contacts sent to TM 2026, 260311 New AST","ip4":"10.13.145.197","fields":{"individual_id":"219394","full_name":"Dina Belanger","members_type":"AST","canceldate":"2018-02-02","new_member_date_2":"2024-05-10","paid_thru":"2027-04-30","phone_2":"","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2025-08-06","pf1_status":"P","pf1_completion_date":"2026-04-22","pf2_status":"P","pf2_completion_date":"2014-01-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2013-11-11","trc":"True","wera":"False","cpa_certification":"PCP","province":"ON","last_act_type":"2026-04-20","language":"English","last_infoline_date_type":"2024-05-07","do_id":"AST2897","number_of_passed_courses":"4","time_zone":"2","lead_status":"Member","npi_email_temp":"dinabelanger.pcp@gmail.com","temp_do_id_for_auto_old_do_id":"AST2897","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","ai_entered_date":"2026-03-11","pcl_completion_date_5":"2030-08-06","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","sendaigeneral":"2026-05-19T10:05:00-04:00","sendaiemail":"2026-05-19T10:05:57-04:00","sendaidate":"2026-05-19T10:05:58-04:00","extension_phone_1":"","email2":"","blocnote":"May 19 2026 completed with one email sent","intcode":"31","full_name_2":" ","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T10:06:00-04:00","resourceaware":"No","resourcevisitedselfreport":"","value_designation":"No","temp_intcode_for_auto_old_int_code":"31","telemarketing_call_date":"2026-05-19","last_engaged_date":"2026-05-19"}},"seriesid":"163"}
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{"contact":{"id":"47312","email":"erin@koninkl.com","first_name":"Erin","last_name":"Nicholson","phone":"6135373010","orgname":"Konink Logistics Inc","customer_acct_name":"Konink Logistics Inc","tags":"AI Contacts sent to TM 2026, 260204 New AST","ip4":"10.13.145.197","fields":{"individual_id":"350398","full_name":"Erin Nicholson","members_type":"AST","new_member_date_2":"2026-01-30","paid_thru":"2027-01-31","phone_2":"3435852641","trc":"False","wera":"False","province":"ON","last_act_type":"2026-01-30","language":"English","do_id":"AST2778","number_of_passed_courses":"0","time_zone":"2","lead_status":"Member","npi_email_temp":"erin@koninkl.com","temp_do_id_for_auto_old_do_id":"AST2778","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","aw_entered_date":"2026-02-04","pf1_status":"E","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","blocnote":"May 15 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:14:00-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","telemarketing_call_date":"2026-05-15"}},"seriesid":"163"}
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{"contact":{"id":"48881","email":"nathaliep.71@hotmail.com","first_name":"Nathalie","last_name":"Perron","phone":"","orgname":"","customer_acct_name":"","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"347956","full_name":"Nathalie Perron","members_type":"CAND","paid_thru":"2027-01-31","phone_2":"8196612085","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2025-06-04","pf1_status":"P","pf1_completion_date":"2025-10-21","pf2_status":"P","pf2_completion_date":"2026-02-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-12-08","trc":"True","wera":"True","cpa_certification":"SCP","province":"QC","last_act_type":"2026-01-04","language":"French","last_infoline_date_type":"2025-01-10","time_zone":"2","number_of_passed_courses":"4","lead_status":"Renewed Lapsed","npi_email_temp":"nathaliep.71@hotmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-04-11","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Renewed lapsed","temp_do_id_for_auto_old_do_id":"L25C9735","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pcl_completion_date_5":"2030-06-04","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
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{"contact":{"id":"48778","email":"bschellenberg@redeemerabbotsford.org","first_name":"Britteny","last_name":"Schellenberg","phone":"6042262486","orgname":"Redeemer Bible Church","customer_acct_name":"Redeemer Bible Church","tags":"260408 New Lapsed","ip4":"10.13.148.187","fields":{"individual_id":"234882","full_name":"Britteny Schellenberg","members_type":"PRO","new_member_date_2":"2018-02-16","paid_thru":"2027-01-31","phone_2":"6042262486","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2015-08-05","pf1_status":"P","pf1_completion_date":"2015-09-28","pf2_status":"P","pf2_completion_date":"2015-10-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-12-23","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"BC","last_act_type":"2026-04-05","language":"English","time_zone":"5","number_of_passed_courses":"4","lead_status":"Not Relevant","npi_email_temp":"bschellenberg@redeemerabbotsford.org","temp_do_id_for_auto_old_do_id":"AST03160","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-04-11","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"","old_do_id":"AST03160","ai_entered_date":"2026-04-11","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pcl_completion_date_5":"2020-08-05","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"48568","email":"naliniandrews@hotmail.com","first_name":"Nalini","last_name":"Andrews","phone":"","orgname":"Black & McDonald Ltd","customer_acct_name":"Black & McDonald Ltd","tags":"260318 New AST","ip4":"10.13.141.119","fields":{"individual_id":"112150","full_name":"Nalini Andrews","members_type":"PRO","new_member_date_2":"2007-01-17","paid_thru":"2026-08-31","phone_2":"4167416779","cert_status":"ACTIVE","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":"2008-10-23","trc":"True","wera":"False","cpa_certification":"PCP","last_act_type":"2026-04-05","language":"English","last_infoline_date_type":"2026-04-20","time_zone":"2","number_of_passed_courses":"4","lead_status":"Not Relevant","npi_email_temp":"naliniandrews@hotmail.com","temp_do_id_for_auto_old_do_id":"AST2972","pipeline_2_members_only_ast":"","ai_entered_date":"2026-03-18","province":"ON","pipeline_1_lapsed_members":"","old_do_id":"AST2972","pcl_completion_date_5":"2012-04-23","formatted_paid_thru":"31\/08\/2026","latest_paid_thru":"2026-08-31"}},"seriesid":"163"}
{"contact":{"id":"49405","email":"harrlynn@shaw.ca","first_name":"Lynn","last_name":"Harrow","phone":"4037206128","orgname":"","customer_acct_name":"","tags":"260506 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"348387","full_name":"Lynn Harrow","members_type":"CAND","canceldate":"2026-05-02","new_member_date_2":"2025-03-10","paid_thru":"2026-02-28","phone_2":"4032369892","trc":"False","wera":"False","province":"AB","last_act_type":"2025-11-13","language":"English","do_id":"L25C9949","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","npi_email_temp":"harrlynn@shaw.ca","latest_paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25C9949","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","formatted_paid_thru":"28\/02\/2026","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members"}},"seriesid":"163"}
{"contact":{"id":"48875","email":"bbarrus@surex.com","first_name":"Barbie","last_name":"Barrus","phone":"5873150347","orgname":"Surex","customer_acct_name":"Surex","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"298451","full_name":"Barbie Barrus","members_type":"CAND","canceldate":"2026-04-02","new_member_date_2":"2021-02-25","paid_thru":"2026-01-31","phone_2":"4033936975","pcl_status":"P","pcl_completion_date":"2021-05-30","pf1_status":"P","pf1_completion_date":"2021-12-23","trc":"True","wera":"False","province":"AB","last_act_type":"2024-12-18","language":"English","last_infoline_date_type":"2021-11-06","time_zone":"4","number_of_passed_courses":"2","lead_status":"Refused","npi_email_temp":"bbarrus@surex.com","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C9468","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","old_do_id":"L25C9468","temp_intcode_for_auto_old_int_code":"21","pcl_completion_date_5":"2026-05-30","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"47200","email":"suzanne.antonio@srsd.ca","first_name":"Suz-anne","last_name":"Antonio","phone":"2048784713","orgname":"Seine River School Division","customer_acct_name":"Seine River School Division","tags":"260107 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"295425","full_name":"Suz-anne Antonio","members_type":"CORP","paid_thru":"2026-10-31","organization_id":"9782","trc":"False","wera":"False","province":"MB","last_act_type":"2020-01-12","language":"English","do_id":"L25O4687","number_of_passed_courses":"0","time_zone":"3","lead_status":"Renewed Lapsed","temp_do_id_for_auto_old_do_id":"L25O4687","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-28","pipeline_1_lapsed_members":"Renewed lapsed","npi_email_temp":"suzanne.antonio@srsd.ca","intcode":"99","temp_intcode_for_auto_old_int_code":"99","formatted_paid_thru":"31\/10\/2026","company_paid_thru":"2026-10-31","latest_paid_thru":"2026-10-31","company_status":"A"}},"seriesid":"163"}
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{"contact":{"id":"47285","email":"dmarshallmf@yahoo.com","first_name":"Debbie","last_name":"Marshall","phone":"6133537229","orgname":"HR Management Services on Demand","customer_acct_name":"HR Management Services on Demand","tags":"npiAlert13, 260128 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"286071","full_name":"Debbie Marshall","members_type":"PRO","canceldate":"2026-01-26","new_member_date_2":"2020-02-26","paid_thru":"2026-01-31","phone_2":"6133537229","cert_status":"WITHDRAWN","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":"2020-09-11","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-04-26","language":"English","number_of_passed_courses":"4","time_zone":"2","lead_status":"Refused","npi_email_temp":"dmarshallmf@yahoo.com","temp_do_id_for_auto_old_do_id":"L25P2820","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-06","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"01","temp_intcode_for_auto_old_int_code":"01","pcl_completion_date_5":"2025-05-31","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","thewithdrawaldate":"2026-01-26","aitm_status_called":"2026-05-15T09:45:13-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T09:45:13-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent spoke with Debbie (Terry) about a lapsed Professional NPI membership; Debbie said she won't renew due to being a one-income household and needing to cut expenses. Agent offered Associate membership details which Debbie declined.","aitm_callsummarytitle":"Contact declined renewal due to financial reasons","blocnote":"2026 May 15 - Contact declined renewal; reason: one-income household, cutting expenses.","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"We're a one-income household now and need to cut back on some expenses.","initialvalue":"Help with Complex","age_range":"46-60","old_int_code":"99","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","old_do_id":"L25P2820","retell_call_status":"ended","session_id":"call_5358bb1cff7dc700ba0a6570a33","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5358bb1cff7dc700ba0a6570a33","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"47875","email":"gucaruso@yahoo.com.br","first_name":"Gustavo","last_name":"Caruso","phone":"","orgname":"","customer_acct_name":"","tags":"payroll.ca visited, paie.ca visited, Member portal, npiAlert13, 260211 New Lapsed, TMAI","ip4":"10.13.144.5","fields":{"individual_id":"271042","full_name":"Gustavo Caruso","members_type":"PRO","canceldate":"2023-12-02","new_member_date_2":"2020-10-26","paid_thru":"2027-04-30","phone_2":"5062274236","cert_status":"ACTIVE","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":"2021-04-08","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"NB","last_act_type":"2026-05-14","language":"English","number_of_passed_courses":"4","time_zone":"1","lead_status":"Not Relevant","npi_email_temp":"gucaruso@yahoo.com.br","temp_do_id_for_auto_old_do_id":"AST03298","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-15","ln_entered_date":"2026-02-11","pipeline_1_lapsed_members":"","pcl_completion_date_5":"2024-04-21","formatted_paid_thru":"30\/04\/2027","latest_paid_thru":"2027-04-30","thewithdrawaldate":"2023-12-02","aitm_status_called":"2026-05-11T15:41:44-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T14:41:04-04:00","number_of_call_attempts":"0","sendapplicationform":"2026-05-11T15:44:00-04:00","thewithdrawaldate_3_years":"2026-12-02","npi_transcriptsummary":"The agent contacted Gustavo to discuss his lapsed Professional membership with the National Payroll Institute. Gustavo expressed satisfaction with his membership and agreed to renew. The agent confirmed his email and sent the renewal procedure via email.","aitm_callsummarytitle":"Membership Renewal Agreement with Gustavo","blocnote":"2026 May 11 contact agreed to renew and email sent - NPI# not provided","notrenewedwanttorenew":"Yes","mini_nps":"4","intcode":"99","initialvalue":"Help with Complex","age_range":"31-45","temp_intcode_for_auto_old_int_code":"99","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_70e509d01089d573d5ae67eb461","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_70e509d01089d573d5ae67eb461","number_of_calls_reached":"1","last_engaged_date":"2026-06-01","member_may":"17","old_do_id":"AST03298","ai_entered_date":"2026-05-15","telemarketing_call_date":"2026-05-11","old_int_code":"02","last_login_date":"2026-05-19T12:15:12-04:00"}},"seriesid":"163"}
{"contact":{"id":"49607","email":"tara.paluscio@beumer.com","first_name":"Tara","last_name":"Paluscio","phone":"7328932817","orgname":"Beumer Group Canada Corp.","customer_acct_name":"Beumer Group Canada Corp.","tags":"260506 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"334488","full_name":"Tara Paluscio","members_type":"CORP","paid_thru":"2026-01-31","phone_2":"7322594484","organization_id":"334658","trc":"False","wera":"False","province":"NJ","last_act_type":"2024-05-28","language":"English","corp_cancel_date":"2026-05-02","do_id":"L25O5528","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"tara.paluscio@beumer.com","latest_paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25O5528","pipeline_2_members_only_ast":"","formatted_paid_thru":"31\/01\/2026","date_of_renewal_identification":"","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members","company_paid_thru":"2026-01-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"47466","email":"martine.charette2013@gmail.com","first_name":"Martine","last_name":"Charette","phone":"4506411265","orgname":"Groupe Le Duff d'Am\u00e9rique","customer_acct_name":"Groupe Le Duff d'Am\u00e9rique","tags":"260204 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"30318","full_name":"Martine Charette","members_type":"PRO","canceldate":"2026-02-03","new_member_date_2":"2008-12-04","paid_thru":"2025-11-30","phone_2":"4385453284","cert_status":"WITHDRAWN","trc":"False","wera":"False","cpa_certification":"SCP","province":"QC","last_act_type":"2026-04-05","language":"French","last_infoline_date_type":"2024-03-03","pds_january":"25","last_conf_date_type":"2020-05-28","do_id":"L25P2901","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"martine.charette2013@gmail.com","temp_do_id_for_auto_old_do_id":"L25P2901","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Lapsed Members","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"49529","email":"lana88@gmail.com","first_name":"Lana","last_name":"Lee","phone":"6043216134","orgname":"Faith Fellowship Baptist Church","customer_acct_name":"Faith Fellowship Baptist Church","tags":"TMAI, 260506 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"36883","full_name":"Lana Lee","members_type":"PRO","canceldate":"2026-05-02","new_member_date_2":"2000-03-01","paid_thru":"2026-02-28","phone_2":"6044363008","cert_status":"SUSPENDED","pf2_status":"P","pf2_completion_date":"2011-06-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2011-03-03","trc":"False","wera":"False","cpa_certification":"PCP","province":"BC","last_act_type":"2026-02-05","language":"English","last_infoline_date_type":"2024-12-20","pds_april":"6","do_id":"L25P3159","number_of_passed_courses":"2","time_zone":"5","lead_status":"Lapsed Member","npi_email_temp":"lana88@gmail.com","latest_paid_thru":"2026-02-28","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P3159","formatted_paid_thru":"28\/02\/2026","date_of_renewal_identification":"","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members","thewithdrawaldate":"2026-05-02","aitm_status_called":"2026-05-21T12:32:10-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:10-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent attempted to reach Lana but the call was disconnected due to inactivity before any meaningful conversation could take place.","aitm_callsummarytitle":"Call disconnected before conversation","blocnote":"2026 May 14 - brief answerer, attempted to reach Lana, no confirmation, call ended inactivity\n2026 May 19 call reached voicemail\n2026-05-19 Dial no answer, phone: +16044363008\n2026 May 21 call disconnected due to inactivity before conversation started","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact did not engage; no renewal discussed.","intcode":"15","initialvalue":"Other","othermemberbenefit":"Not provided","temp_intcode_for_auto_old_int_code":"15","prootherreasonsnottorenew":"Not provided","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_722c6a0349c7709beff44d8c5c9","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_722c6a0349c7709beff44d8c5c9","number_of_calls_reached":"2","old_int_code":"05"}},"seriesid":"163"}
{"contact":{"id":"47480","email":"mayankgautam9623@gmail.com","first_name":"Mayank","last_name":"Gautam","phone":"","orgname":"","customer_acct_name":"","tags":"260204 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"332631","full_name":"Mayank Gautam","members_type":"PRO","canceldate":"2026-02-03","new_member_date_2":"2023-12-20","paid_thru":"2025-11-30","phone_2":"6472445403","cert_status":"WITHDRAWN","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":"2024-10-10","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"BC","last_act_type":"2026-04-05","language":"English","last_infoline_date_type":"2024-05-30","do_id":"L25P2914","number_of_passed_courses":"4","time_zone":"5","lead_status":"Lapsed Member","npi_email_temp":"mayankgautam9623@gmail.com","temp_do_id_for_auto_old_do_id":"L25P2914","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2029-03-27","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30","thewithdrawaldate":"2026-02-03","aitm_status_called":"2026-05-25T15:32:10-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T14:07:07-04:00","number_of_call_attempts":"2","number_of_total_call_attempts":"2","npi_transcriptsummary":"The agent called to speak with Mayank about their past membership experience but reached voicemail and left a message.","aitm_callsummarytitle":"Voicemail reached, message left","blocnote":"2026 May 25 voicemail reached, message left for Mayank","notrenewedwanttorenew":"No","intcode":"06","npi_voicemaildetection":"Yes","ivrdetector":"Yes","temp_intcode_for_auto_old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d49d46beb69d252179a009bdcbe","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d49d46beb69d252179a009bdcbe"}},"seriesid":"163"}
{"contact":{"id":"47566","email":"ndassicarine@yahoo.fr","first_name":"Carine","last_name":"Ndassi","phone":"","orgname":"","customer_acct_name":"","tags":"260204 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"345124","full_name":"Carine Lydiane Ndassi","members_type":"CAND","canceldate":"2026-02-03","new_member_date_2":"2024-12-04","paid_thru":"2025-11-30","phone_2":"4168340459","pcl_status":"P","pcl_completion_date":"2025-02-19","pf1_status":"P","pf1_completion_date":"2025-04-16","pf2_status":"P","pf2_completion_date":"2025-08-08","trc":"True","wera":"False","province":"ON","last_act_type":"2024-03-12","language":"French","do_id":"L25C8946","number_of_passed_courses":"3","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"ndassicarine@yahoo.fr","temp_do_id_for_auto_old_do_id":"L25C8946","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-02-19","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"47905","email":"ctries@hotmail.com","first_name":"Caralee","last_name":"Tries","phone":"9055288972","orgname":"TriOS College Business Technology Healthcare Inc.","customer_acct_name":"TriOS College Business Technology Healthcare Inc.","tags":"AI Contacts sent to TM 2026, 260304 New AST","ip4":"10.13.140.229","fields":{"individual_id":"349390","full_name":"Caralee Tries","members_type":"AST","new_member_date_2":"2026-02-25","paid_thru":"2027-01-31","phone_2":"5199519783","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2025-05-12","pf1_status":"P","pf1_completion_date":"2025-06-10","pf2_status":"P","pf2_completion_date":"2025-09-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2026-02-25","trc":"True","wera":"True","cpa_certification":"PCP","province":"ON","last_act_type":"2026-10-03","language":"English","do_id":"AST2872","number_of_passed_courses":"4","time_zone":"2","lead_status":"Member","npi_email_temp":"ctries@hotmail.com","temp_do_id_for_auto_old_do_id":"AST2872","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","aw_entered_date":"2026-03-04","pcl_completion_date_5":"2030-05-12","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","blocnote":"May 19 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T10:02:00-04:00","intcode":"06","telemarketing_call_date":"2026-05-19","temp_intcode_for_auto_old_int_code":"06"}},"seriesid":"163"}
{"contact":{"id":"48825","email":"monika.misiak@rampgrp.com","first_name":"Monika","last_name":"Misiak","phone":"5197462002","orgname":"RAMP Inc.","customer_acct_name":"RAMP Inc.","tags":"TMAI, 260408 New Lapsed, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"273416","full_name":"Monika Misiak","members_type":"PRO","canceldate":"2026-04-02","new_member_date_2":"2019-02-26","paid_thru":"2026-01-31","phone_2":"5197724403","cert_status":"SUSPENDED_CPE","pcl_status":"P","pcl_completion_date":"2019-06-02","pf1_status":"P","pf1_completion_date":"2020-01-29","pf2_status":"P","pf2_completion_date":"2020-06-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-07-25","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-03-24","language":"English","last_infoline_date_type":"2020-10-12","extension_phone_1":"215","do_id":"L25P3081","time_zone":"2","number_of_passed_courses":"4","lead_status":"Lapsed Member","npi_email_temp":"monika.misiak@rampgrp.com","temp_do_id_for_auto_old_do_id":"L25P3081","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2024-06-02","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","thewithdrawaldate":"2026-04-02","aitm_status_called":"2026-05-21T09:52:07-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:04-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was an outbound attempt to reach the contact but went to voicemail and was disconnected after 2 seconds.","aitm_callsummarytitle":"Voicemail reached, no contact","blocnote":"2026 May 19 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail\n2026 May 21 call reached voicemail, no message left","notrenewedwanttorenew":"No","intcode":"06","npi_voicemaildetection":"Yes","ivrdetector":"Yes","temp_intcode_for_auto_old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8a39bcad962118b325029c795f5","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8a39bcad962118b325029c795f5","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"49080","email":"stacy@skyfireenergy.com","first_name":"Stacy","last_name":"Burns","phone":"5873559588","orgname":"SkyFire Energy Inc.","customer_acct_name":"SkyFire Energy Inc.","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"347780","full_name":"Stacy Burns","members_type":"CAND","canceldate":"2026-04-02","new_member_date_2":"2025-02-24","paid_thru":"2026-01-31","phone_2":"4038991248","pcl_status":"F","pcl_completion_date":"2025-10-01","trc":"False","wera":"False","province":"AB","last_act_type":"2025-02-21","language":"English","do_id":"L25C9634","time_zone":"4","number_of_passed_courses":"0","lead_status":"Lapsed Member","npi_email_temp":"stacy@skyfireenergy.com","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C9634","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-10-01","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
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{"contact":{"id":"47890","email":"manoncyr41@hotmail.com","first_name":"Cyr","last_name":"Manon","phone":"5819848417","orgname":"Service Comptabilit\u00e9","customer_acct_name":"Service Comptabilit\u00e9","tags":"AI Contacts sent to TM 2026, 260225 New AST","ip4":"10.13.145.128","fields":{"individual_id":"359810","full_name":"Cyr Manon, Service comptabilit\u00e9","members_type":"AST","new_member_date_2":"2026-02-17","paid_thru":"2027-01-31","phone_2":"5819848417","trc":"False","wera":"False","last_act_type":"2026-05-05","language":"French","do_id":"AST2848","number_of_passed_courses":"0","time_zone":"2","lead_status":"Member","npi_email_temp":"manoncyr41@hotmail.com","temp_do_id_for_auto_old_do_id":"AST2848","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member to be called","aw_entered_date":"2026-02-25","province":"QC","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","last_infoline_date_type":"2026-05-05"}},"seriesid":"163"}
{"contact":{"id":"47424","email":"lwuolle@payrollguardian.com","first_name":"Lorraine","last_name":"Wuolle","phone":"6044519812","orgname":"Payroll Guardian International Inc.","customer_acct_name":"Payroll Guardian International Inc.","tags":"npiPartnerAccount, 260204 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"292709","full_name":"Lorraine Wuolle","members_type":"CORP","paid_thru":"2025-11-30","organization_id":"111595","trc":"False","wera":"False","province":"BC","language":"English","corp_cancel_date":"2026-02-03","extension_phone_1":"308","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed DEL","npi_email_temp":"lwuolle@payrollguardian.com","temp_do_id_for_auto_old_do_id":"L25O4927","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"","old_do_id":"L25O4927","formatted_paid_thru":"30\/11\/2025","company_paid_thru":"2025-11-30","latest_paid_thru":"2025-11-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"48054","email":"asneemhazar@gmail.com","first_name":"Asneem","last_name":"Hazar","phone":"","orgname":"","customer_acct_name":"","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"345899","full_name":"Asneem Hazar","members_type":"CAND","canceldate":"2026-03-03","new_member_date_2":"2025-01-02","paid_thru":"2025-12-31","phone_2":"7786929949","pcl_status":"P","pcl_completion_date":"2025-05-05","trc":"True","wera":"False","province":"BC","last_act_type":"2025-01-14","language":"English","do_id":"L25C9150","time_zone":"5","number_of_passed_courses":"1","lead_status":"Lapsed Member","npi_email_temp":"asneemhazar@gmail.com","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C9150","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-05-05","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"47956","email":"alamin6111086@gmail.com","first_name":"Muhammad","last_name":"Al-Amin","phone":"2044020631","orgname":"Bow Valley College","customer_acct_name":"Bow Valley College","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"346460","full_name":"Muhammad Al-Amin","members_type":"CAND","new_member_date_2":"2025-01-15","paid_thru":"2026-12-31","pcl_status":"P","pcl_completion_date":"2025-04-10","pf1_status":"P","pf1_completion_date":"2025-12-17","trc":"True","wera":"False","province":"AB","last_act_type":"2026-12-05","language":"English","time_zone":"4","number_of_passed_courses":"2","lead_status":"Renewed Lapsed","npi_email_temp":"alamin6111086@gmail.com","temp_do_id_for_auto_old_do_id":"L25C9365","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-14","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Renewed lapsed","pcl_completion_date_5":"2030-04-10","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","pf2_status":"E","intcode":"99","temp_intcode_for_auto_old_int_code":"99"}},"seriesid":"163"}
{"contact":{"id":"48654","email":"sherriquintin@westernag.ca","first_name":"Sherri","last_name":"Quintin","phone":"3069780373","orgname":"Western Ag Professional Agronomy","customer_acct_name":"Western Ag Professional Agronomy","tags":"TMAI, 260318 New AST","ip4":"10.13.144.5","fields":{"individual_id":"90211","full_name":"Sherri Anne Quintin, BAC","members_type":"AST","canceldate":"2026-04-02","new_member_date_2":"2013-02-14","paid_thru":"2026-01-31","phone_2":"3062808736","cert_status":"SUSPENDED_CPE","pcl_status":"P","pcl_completion_date":"2013-05-21","pf1_status":"P","pf1_completion_date":"2014-03-19","pf2_status":"P","pf2_completion_date":"2014-11-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-06-20","trc":"False","wera":"False","cpa_certification":"PCP","last_act_type":"2026-03-25","language":"English","last_infoline_date_type":"2023-05-01","time_zone":"3","number_of_passed_courses":"4","lead_status":"Refused","npi_email_temp":"sherriquintin@westernag.ca","temp_do_id_for_auto_old_do_id":"L25A02992","pipeline_2_members_only_ast":"","ai_entered_date":"2026-03-18","apx_entered_date":"2026-03-18","province":"SK","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","pipeline_1_lapsed_members":"Refused Lapsed","old_do_id":"L25A02992","pcl_completion_date_5":"2018-05-21","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-11T11:06:44-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T11:06:44-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"3","npi_transcriptsummary":"The agent contacted Sherri regarding her lapsed Associate membership with the National Payroll Institute and conducted a survey about her membership experience. Sherri indicated her initial reason for joining was to gain a payroll designation and rated her satisfaction as average. She declined to renew her membership at this time due to medical issues.","aitm_callsummarytitle":"Membership renewal declined due to medical issues","blocnote":"2026 May 08 reached voicemail of Sherry Quentin\n2026 May 08 reached voicemail, no conversation\n2026 May 11 contact declined renewal due to medical issues","notrenewedwanttorenew":"No","intcode":"01","npi_voicemaildetection":"No","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"01","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ecdaf85a4931a6ea906053792f2","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ecdaf85a4931a6ea906053792f2","mini_nps":"3","onesentencenotrenewed":"Declined to renew due to medical issues.","initialvalue":"Designation","astotherreasonsnottorenew":"Medical issues","old_int_code":"06","age_range":"31-45","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"48670","email":"nancy.lewis@ricoh-usa.com","first_name":"Nancy","last_name":"Lewis","phone":"4782382222","orgname":"Ricoh Canada Inc","customer_acct_name":"Ricoh Canada Inc","tags":"AI Contacts sent to TM 2026, 260325 New AST","ip4":"10.13.141.119","fields":{"individual_id":"360639","full_name":"Nancy Lewis","members_type":"AST","new_member_date_2":"2026-03-23","paid_thru":"2027-02-28","trc":"False","wera":"False","province":"GA","last_act_type":"2026-03-23","language":"English","do_id":"AST3092","lead_status":"Member","time_zone":"2","number_of_passed_courses":"0","npi_email_temp":"nancy.lewis@ricoh-usa.com","temp_do_id_for_auto_old_do_id":"AST3092","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","aw_entered_date":"2026-03-25","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","blocnote":"May 21 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:58:00-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","telemarketing_call_date":"2026-05-21"}},"seriesid":"163"}
{"contact":{"id":"49590","email":"melissa.katie1@gmail.com","first_name":"Melissa","last_name":"Smith","phone":"7803431618","orgname":"NCSG Hauling & Rigging","customer_acct_name":"NCSG Hauling & Rigging","tags":"260506 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"335704","full_name":"Melissa Smith","members_type":"CAND","canceldate":"2026-05-02","new_member_date_2":"2024-03-22","paid_thru":"2026-02-28","phone_2":"7802013383","pcl_status":"P","pcl_completion_date":"2024-07-02","pf1_status":"P","pf1_completion_date":"2025-03-25","trc":"True","wera":"False","province":"AB","last_act_type":"2025-10-04","language":"English","do_id":"L25C10006","number_of_passed_courses":"2","time_zone":"4","lead_status":"Lapsed Member","npi_email_temp":"melissa.katie1@gmail.com","latest_paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25C10006","pipeline_2_members_only_ast":"","formatted_paid_thru":"28\/02\/2026","date_of_renewal_identification":"","pcl_completion_date_5":"2029-07-02","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members"}},"seriesid":"163"}
{"contact":{"id":"47971","email":"khstiger@gmail.com","first_name":"Hyesong","last_name":"Kim","phone":"","orgname":"Hilton Toronto Airport Hotel & Suites","customer_acct_name":"Hilton Toronto Airport Hotel & Suites","tags":"TMAI, 260304 New Lapsed, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"316229","full_name":"Hyesong Kim","members_type":"PRO","canceldate":"2026-03-03","new_member_date_2":"2022-09-01","paid_thru":"2025-12-31","phone_2":"6479199552","cert_status":"WITHDRAWN","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-09-14","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-12-05","language":"English","do_id":"L25P2974","time_zone":"2","number_of_passed_courses":"4","lead_status":"Lapsed Member","npi_email_temp":"khstiger@gmail.com","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P2974","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2027-11-27","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","thewithdrawaldate":"2026-03-03","aitm_status_called":"2026-05-21T10:52:05-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent Ellen successfully reached Hyesong and introduced the call regarding the lapsed Professional membership with the National Payroll Institute. The call began with a polite confirmation of identity and purpose.","aitm_callsummarytitle":"Initial Contact with Lapsed Member","blocnote":"2026 May 19 call reached voicemail, no contact made\n2026 May 21 call started and agent reached Hyesong, introduced NPI membership lapse","notrenewedwanttorenew":"No","intcode":"15","npi_voicemaildetection":"No","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"15","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_ec929c87f263a21f5d786fd8dea","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_ec929c87f263a21f5d786fd8dea","old_int_code":"06","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"48588","email":"audrey.tremblay1@icloud.com","first_name":"Audrey","last_name":"Tremblay","phone":"5143584823","orgname":"Alan Allman Associates ADN","customer_acct_name":"Alan Allman Associates ADN","tags":"260318 New AST","ip4":"10.13.144.5","fields":{"individual_id":"188395","full_name":"Audrey Tremblay","members_type":"PRO","new_member_date_2":"2024-08-14","paid_thru":"2026-07-31","phone_2":"5143584823","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2011-12-06","pf1_status":"P","pf1_completion_date":"2012-04-26","pf2_status":"P","pf2_completion_date":"2012-12-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2012-05-03","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"SCP","last_act_type":"2026-04-05","language":"French","last_infoline_date_type":"2024-12-18","time_zone":"2","number_of_passed_courses":"4","lead_status":"Not Relevant","npi_email_temp":"audrey.tremblay1@icloud.com","temp_do_id_for_auto_old_do_id":"AST2992","pipeline_2_members_only_ast":"","ai_entered_date":"2026-03-18","province":"QC","pipeline_1_lapsed_members":"","old_do_id":"AST2992","pcl_completion_date_5":"2016-12-06","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31"}},"seriesid":"163"}
{"contact":{"id":"48863","email":"pauosorio9@hotmail.com","first_name":"Paula","last_name":"Osorio","phone":"4183134728","orgname":"Rinnovision Inc.","customer_acct_name":"Rinnovision Inc.","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"347451","full_name":"Paula Andrea Osorio","members_type":"CAND","canceldate":"2026-04-02","new_member_date_2":"2025-02-26","paid_thru":"2026-01-31","phone_2":"4183698893","pcl_status":"P","pcl_completion_date":"2025-06-30","trc":"True","wera":"False","province":"QC","last_act_type":"2025-06-17","language":"French","last_infoline_date_type":"2025-06-17","do_id":"L25C9725","time_zone":"2","number_of_passed_courses":"1","lead_status":"Lapsed Member","npi_email_temp":"pauosorio9@hotmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C9725","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-06-30","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"48895","email":"isasteben@hotmail.fr","first_name":"Isabelle","last_name":"St\u00e9ben","phone":"8193741061","orgname":"ID\u00c9 Trois-Rivi\u00e8res","customer_acct_name":"ID\u00c9 Trois-Rivi\u00e8res","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"347769","full_name":"Isabelle St\u00e9ben","members_type":"CAND","canceldate":"2026-04-02","new_member_date_2":"2025-02-24","paid_thru":"2026-01-31","phone_2":"5745757681","pcl_status":"P","pcl_completion_date":"2025-06-04","trc":"True","wera":"False","province":"QC","last_act_type":"2025-02-21","language":"French","do_id":"L25C9743","time_zone":"2","number_of_passed_courses":"1","lead_status":"Lapsed Member","npi_email_temp":"isasteben@hotmail.fr","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C9743","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-06-04","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"48470","email":"juliameganbita@gmail.com","first_name":"Julia","last_name":"Bita","phone":"6472780346","orgname":"","customer_acct_name":"","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"345875","full_name":"Julia Bita","members_type":"CAND","canceldate":"2026-03-03","new_member_date_2":"2025-01-03","paid_thru":"2025-12-31","pcl_status":"F","pcl_completion_date":"2025-03-17","trc":"False","wera":"False","province":"ON","last_act_type":"2025-10-22","language":"English","do_id":"L25C9123","time_zone":"2","number_of_passed_courses":"0","lead_status":"Lapsed Member","npi_email_temp":"juliameganbita@gmail.com","temp_do_id_for_auto_old_do_id":"L25C9123","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-03-17","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"47351","email":"abdelgaderranda@yahoo.com","first_name":"Randa","last_name":"Apdelgadei","phone":"6045804526","orgname":"Retirement Concepts","customer_acct_name":"Retirement Concepts","tags":"260204 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"320387","full_name":"Randa Mustafa Apdelgadei","members_type":"CORP","paid_thru":"2026-11-30","phone_2":"7789332325","organization_id":"97276","pcl_status":"P","pcl_completion_date":"2025-11-01","pf1_status":"F","trc":"True","wera":"False","province":"BC","last_act_type":"2026-06-04","language":"English","do_id":"L25O4926","number_of_passed_courses":"1","time_zone":"5","lead_status":"Renewed Lapsed","npi_email_temp":"abdelgaderranda@yahoo.com","temp_do_id_for_auto_old_do_id":"L25O4926","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-28","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pf1_completion_date":"2026-05-27","pcl_completion_date_5":"2030-11-01","formatted_paid_thru":"30\/11\/2026","company_paid_thru":"2026-11-30","latest_paid_thru":"2026-11-30","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"47367","email":"addj0@hotmail.com","first_name":"Chengcheng","last_name":"Yang","phone":"","orgname":"","customer_acct_name":"","tags":"260204 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"307857","full_name":"Chengcheng Yang","members_type":"CAND","canceldate":"2026-02-03","new_member_date_2":"2021-12-08","paid_thru":"2025-11-30","phone_2":"5877084302","pcl_status":"P","pcl_completion_date":"2022-02-27","pf1_status":"P","pf1_completion_date":"2022-05-29","pf2_status":"P","pf2_completion_date":"2022-11-27","trc":"True","wera":"False","province":"AB","last_act_type":"2025-01-25","language":"English","number_of_passed_courses":"3","time_zone":"4","lead_status":"Refused","intcode":"21","npi_email_temp":"addj0@hotmail.com","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25C8842","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C8842","pcl_completion_date_5":"2027-02-27","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"48864","email":"haileybear201017@gmail.com","first_name":"Haili","last_name":"Wang","phone":"6048743388","orgname":"","customer_acct_name":"","tags":"TMAI, 260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"297731","full_name":"Haili Wang","members_type":"PRO","canceldate":"2026-04-02","new_member_date_2":"2021-02-03","paid_thru":"2026-01-31","phone_2":"6047164312","cert_status":"SUSPENDED_CPE","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","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-10-19","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"BC","last_act_type":"2026-03-25","language":"English","do_id":"L25P3086","time_zone":"5","number_of_passed_courses":"4","lead_status":"Lapsed Member","npi_email_temp":"haileybear201017@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","temp_do_id_for_auto_old_do_id":"L25P3086","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2026-04-18","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","thewithdrawaldate":"2026-04-02","aitm_status_called":"2026-05-12T16:49:03-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T16:49:03-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent called asking for Haili; respondent said it's the wrong number (Ottawa BMW) and ended the call quickly. No renewal discussion took place.","aitm_callsummarytitle":"Wrong number reached - Ottawa BMW","blocnote":"2026 May 12 - Reached Ottawa BMW, wrong number; no renewal discussion.","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact indicated caller reached wrong number and did not engage with renewal.","intcode":"0","initialvalue":"Other","othermemberbenefit":"Contact was gatekeeper\/organization, not the individual.","temp_intcode_for_auto_old_int_code":"08","prootherreasonsnottorenew":"Wrong number reached; no discussion occurred.","age_range":"Preferred not to say","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_059fb25c16dcab27de3c53ca4a8","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_059fb25c16dcab27de3c53ca4a8","number_of_calls_reached":"1","old_int_code":"08"}},"seriesid":"163"}
{"contact":{"id":"48650","email":"deeparaje@gmail.com","first_name":"Deepa","last_name":"Raje","phone":"","orgname":"","customer_acct_name":"","tags":"260318 New AST","ip4":"10.13.144.5","fields":{"individual_id":"64752","full_name":"Deepa Raje, CHRP","members_type":"PRO","canceldate":"2026-04-02","new_member_date_2":"2025-01-30","paid_thru":"2027-01-31","phone_2":"4169302279","cert_status":"ACTIVE","trc":"False","wera":"False","cpa_certification":"CPM","last_act_type":"2026-04-19","language":"English","last_infoline_date_type":"2021-11-08","time_zone":"2","number_of_passed_courses":"0","lead_status":"Not Relevant","npi_email_temp":"deeparaje@gmail.com","temp_do_id_for_auto_old_do_id":"AST03184","pipeline_2_members_only_ast":"","ai_entered_date":"2026-04-20","apx_entered_date":"2026-03-18","province":"ON","date_of_renewal_identification":"2026-04-20","ln_entered_date":"2026-04-03","pipeline_1_lapsed_members":"","old_do_id":"AST03184","intcode":"99","temp_intcode_for_auto_old_int_code":"99","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"47489","email":"mcveyk@telus.net","first_name":"Kira","last_name":"McVey","phone":"","orgname":"","customer_acct_name":"","tags":"260204 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"319678","full_name":"Kira McVey","members_type":"CAND","canceldate":"2026-02-03","new_member_date_2":"2022-12-16","paid_thru":"2025-11-30","phone_2":"7802356514","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2023-04-09","pf1_status":"P","pf1_completion_date":"2023-12-27","pf2_status":"P","pf2_completion_date":"2025-05-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-24","trc":"True","wera":"True","cpa_certification":"PCP","province":"AB","last_act_type":"2025-03-24","language":"English","number_of_passed_courses":"4","time_zone":"4","lead_status":"Refused","npi_email_temp":"mcveyk@telus.net","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","temp_do_id_for_auto_old_do_id":"L25C8855","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C8855","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"48949","email":"carina.ky@hotmail.com","first_name":"Carina","last_name":"Chu","phone":"6477888888","orgname":"Shangri-La Toronto","customer_acct_name":"Shangri-La Toronto","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"334728","full_name":"Carina Chu","members_type":"CAND","canceldate":"2026-04-02","new_member_date_2":"2024-02-26","paid_thru":"2026-01-31","phone_2":"6477200272","pcl_status":"P","pcl_completion_date":"2024-06-04","pf1_status":"P","pf1_completion_date":"2024-09-23","pf2_status":"P","pf2_completion_date":"2025-06-10","trc":"True","wera":"False","province":"ON","last_act_type":"2026-04-28","language":"English","do_id":"L25C9506","time_zone":"2","number_of_passed_courses":"3","lead_status":"Lapsed Member","npi_email_temp":"carina.ky@hotmail.com","temp_do_id_for_auto_old_do_id":"L25C9506","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"47369","email":"lhx1885@gmail.com","first_name":"Hexin","last_name":"Liang","phone":"","orgname":"","customer_acct_name":"","tags":"260204 New Lapsed, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"295452","full_name":"Hexin Liang","members_type":"PRO","canceldate":"2026-02-03","new_member_date_2":"2020-12-02","paid_thru":"2025-11-30","phone_2":"2046885186","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2021-03-22","pf1_status":"P","pf1_completion_date":"2021-06-21","pf2_status":"P","pf2_completion_date":"2024-08-05","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-09-09","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"BC","last_act_type":"2026-05-25","language":"English","do_id":"L25P2900","number_of_passed_courses":"4","time_zone":"5","lead_status":"Lapsed Member","npi_email_temp":"lhx1885@gmail.com","temp_do_id_for_auto_old_do_id":"L25P2900","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2026-03-22","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30","thewithdrawaldate":"2026-02-03","aitm_status_called":"2026-05-21T13:47:06-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T12:32:08-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached a voicemail for Hexin Liang, and the agent left a message regarding the National Payroll Institute membership experience.","aitm_callsummarytitle":"Voicemail reached for Hexin Liang","blocnote":"2026 May 14 - Reached voicemail; no message left.\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 reached voicemail for Hexin Liang, left message","notrenewedwanttorenew":"No","mini_nps":"3","onesentencenotrenewed":"Contact not reached; no response to renewal outreach.","intcode":"06","initialvalue":"Other","othermemberbenefit":"Voicemail only","temp_intcode_for_auto_old_int_code":"06","prootherreasonsnottorenew":"No response; voicemail reached.","age_range":"Preferred not to say","npi_voicemaildetection":"Yes","ivrdetector":"No","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_90c192ef6d5702fcec2a8a3112d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_90c192ef6d5702fcec2a8a3112d","number_of_total_call_attempts":"7","last_infoline_date_type":"2026-05-25"}},"seriesid":"163"}
{"contact":{"id":"47450","email":"manjutenkurala@gmail.com","first_name":"Manjula","last_name":"Tenkurala","phone":"4033832458","orgname":"T25 Tax Inc","customer_acct_name":"T25 Tax Inc","tags":"260204 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"327482","full_name":"Manjula Tenkurala","members_type":"CAND","canceldate":"2026-02-03","new_member_date_2":"2023-11-28","paid_thru":"2026-11-30","phone_2":"4033832458","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2024-03-04","pf1_status":"P","pf1_completion_date":"2024-07-24","pf2_status":"P","pf2_completion_date":"2024-11-13","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-03-06","trc":"True","wera":"True","cpa_certification":"PCP","province":"AB","last_act_type":"2026-04-24","language":"English","number_of_passed_courses":"4","time_zone":"4","lead_status":"Renewed Lapsed","npi_email_temp":"manjutenkurala@gmail.com","temp_do_id_for_auto_old_do_id":"L25C8850","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-04-25","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Renewed lapsed","pcl_completion_date_5":"2029-03-04","intcode":"99","temp_intcode_for_auto_old_int_code":"99","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"47462","email":"marlena.m@hotmail.com","first_name":"Marlena","last_name":"McLean","phone":"","orgname":"","customer_acct_name":"","tags":"260204 New Lapsed, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"229596","full_name":"Marlena McLean","members_type":"PRO","canceldate":"2026-02-03","new_member_date_2":"2021-11-04","paid_thru":"2025-11-30","phone_2":"7802964776","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2016-01-31","pf1_status":"P","pf1_completion_date":"2016-05-23","pf2_status":"P","pf2_completion_date":"2017-04-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2017-03-08","trc":"False","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"NS","last_act_type":"2026-04-05","language":"English","last_infoline_date_type":"2023-06-26","pds_january":"9","do_id":"L25P2891","number_of_passed_courses":"4","time_zone":"1","lead_status":"Lapsed Member","npi_email_temp":"marlena.m@hotmail.com","temp_do_id_for_auto_old_do_id":"L25P2891","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2021-01-31","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30","thewithdrawaldate":"2026-02-03","aitm_status_called":"2026-05-21T10:02:08-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T08:47:06-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call was not answered and went to voicemail immediately.","aitm_callsummarytitle":"Call reached voicemail","blocnote":"2026 May 11 call reached voicemail, no contact made\n2026 May 13 - Reached voicemail, no message left\n2026 May 15 call reached voicemail, no contact made\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail.","notrenewedwanttorenew":"No","intcode":"06","npi_voicemaildetection":"Yes","ivrdetector":"Yes","temp_intcode_for_auto_old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_fff3eaec48def20773135eda871","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_fff3eaec48def20773135eda871","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail.","initialvalue":"Other","othermemberbenefit":"No information provided","prootherreasonsnottorenew":"Left blank - no response","age_range":"Preferred not to say","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"48930","email":"yxu2018@gmail.com","first_name":"Ying","last_name":"Xu","phone":"","orgname":"","customer_acct_name":"","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"321882","full_name":"Ying Hua Xu","members_type":"CAND","canceldate":"2026-04-02","new_member_date_2":"2023-02-16","paid_thru":"2026-01-31","phone_2":"6474023933","pcl_status":"P","pcl_completion_date":"2023-07-26","pf1_status":"F","pf1_completion_date":"2023-11-02","pf2_status":"P","pf2_completion_date":"2023-12-20","trc":"True","wera":"False","province":"ON","last_act_type":"2024-12-20","language":"English","time_zone":"2","number_of_passed_courses":"2","lead_status":"Refused","npi_email_temp":"yxu2018@gmail.com","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C9487","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C9487","pcl_completion_date_5":"2028-07-26","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"48630","email":"lindakovacs@telus.net","first_name":"Linda","last_name":"Kovacs","phone":"","orgname":"","customer_acct_name":"","tags":"AI Contacts sent to TM 2026, 260318 New AST","ip4":"10.13.138.36","fields":{"individual_id":"28140","full_name":"Linda Kovacs","members_type":"AST","new_member_date_2":"2007-10-30","paid_thru":"2026-09-30","phone_2":"6048283226","cert_status":"SUSPENDED_CPE","trc":"False","wera":"False","cpa_certification":"CPM","last_act_type":"2026-03-10","language":"English","last_infoline_date_type":"2025-01-13","do_id":"AST3035","time_zone":"5","number_of_passed_courses":"0","lead_status":"Member","npi_email_temp":"lindakovacs@telus.net","temp_do_id_for_auto_old_do_id":"AST3035","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","ai_entered_date":"2026-03-18","province":"BC","formatted_paid_thru":"30\/09\/2026","latest_paid_thru":"2026-09-30","blocnote":"May 20 2025 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-20T14:25:00-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","telemarketing_call_date":"2026-05-20"}},"seriesid":"163"}
{"contact":{"id":"47541","email":"christinesavellano@yahoo.com","first_name":"Christine","last_name":"Savellano","phone":"","orgname":"","customer_acct_name":"","tags":"260204 New Lapsed","ip4":"10.13.140.167","fields":{"individual_id":"287718","full_name":"Christine Savellano","members_type":"PRO","new_member_date_2":"2024-12-03","paid_thru":"2026-11-30","phone_2":"7788980364","cert_status":"ACTIVE","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":"2020-10-15","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"BC","last_act_type":"2026-02-20","language":"English","number_of_passed_courses":"4","time_zone":"5","lead_status":"Not Relevant","npi_email_temp":"christinesavellano@yahoo.com","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"AST02836","date_of_renewal_identification":"2026-02-21","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"","old_do_id":"AST02836","ai_entered_date":"2026-02-21","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pcl_completion_date_5":"2025-06-21","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
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{"contact":{"id":"47319","email":"stellianne73@hotmail.com","first_name":"Guylaine","last_name":"Valois","phone":"","orgname":"","customer_acct_name":"","tags":"AI Contacts sent to TM 2026, 260204 New AST","ip4":"10.13.132.137","fields":{"individual_id":"47987","full_name":"Guylaine Valois","members_type":"AST","canceldate":"2002-11-01","new_member_date_2":"2024-04-10","paid_thru":"2027-03-31","phone_2":"4383927877","pcl_status":"P","pcl_completion_date":"2024-06-20","pf1_status":"P","pf1_completion_date":"2024-11-19","pf2_status":"F","pf2_completion_date":"2025-02-18","trc":"True","wera":"False","province":"QC","last_act_type":"2026-12-03","language":"French","pds_january":"3","do_id":"AST2792","number_of_passed_courses":"2","time_zone":"2","lead_status":"Member","npi_email_temp":"stellianne73@hotmail.com","temp_do_id_for_auto_old_do_id":"AST2792","pipeline_2_members_only_ast":"Ongoing member to be called","ai_entered_date":"2026-02-04","pcl_completion_date_5":"2029-06-20","formatted_paid_thru":"31\/03\/2027","latest_paid_thru":"2027-03-31"}},"seriesid":"163"}
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{"contact":{"id":"49157","email":"robbie@mabookkeeping.com","first_name":"Robbie","last_name":"Madden","phone":"6048555785","orgname":"Mad About Bookkeeping Ltd.","customer_acct_name":"Mad About Bookkeeping Ltd.","tags":"260506 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"107416","full_name":"Robbie Madden","members_type":"CORP","paid_thru":"2026-01-31","phone_2":"6048555785","organization_id":"309558","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","trc":"False","wera":"False","province":"BC","last_act_type":"2022-01-31","language":"English","pds_april":"1","corp_cancel_date":"2026-05-02","do_id":"L25O5392","number_of_passed_courses":"3","time_zone":"5","lead_status":"Lapsed Member","npi_email_temp":"robbie@mabookkeeping.com","pcl_completion_date_5":"2012-02-08","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O5392","latest_paid_thru":"2026-01-31","date_of_renewal_identification":"","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members","formatted_paid_thru":"31\/01\/2026","company_paid_thru":"2026-01-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"48049","email":"asakolavoie@gmail.com","first_name":"Asako","last_name":"Lavoie","phone":"","orgname":"","customer_acct_name":"","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"332795","full_name":"Asako Lavoie","members_type":"CAND","canceldate":"2026-03-03","new_member_date_2":"2024-01-03","paid_thru":"2025-12-31","phone_2":"7803184724","pcl_status":"P","pcl_completion_date":"2024-05-06","pf1_status":"P","pf1_completion_date":"2025-02-27","pf2_status":"P","pf2_completion_date":"2025-08-12","trc":"True","wera":"False","province":"AB","last_act_type":"2024-12-27","language":"English","do_id":"L25C9090","time_zone":"4","number_of_passed_courses":"3","lead_status":"Lapsed Member","npi_email_temp":"asakolavoie@gmail.com","temp_do_id_for_auto_old_do_id":"L25C9090","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2029-05-06","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"49525","email":"dkwroclawski@hotmail.com","first_name":"Dominika","last_name":"Gee","phone":"2893149733","orgname":"Securitas Canada Ltd.","customer_acct_name":"Securitas Canada Ltd.","tags":"TMAI, 260506 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"274338","full_name":"Dominika Gee","members_type":"PRO","canceldate":"2026-05-02","new_member_date_2":"2019-03-21","paid_thru":"2026-02-28","phone_2":"2893149733","cert_status":"WITHDRAWN_CPE","pcl_status":"P","pcl_completion_date":"2019-07-02","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":"2020-03-04","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-04-05","language":"English","last_infoline_date_type":"2023-07-26","number_of_passed_courses":"4","time_zone":"2","lead_status":"Refused","npi_email_temp":"dkwroclawski@hotmail.com","pcl_completion_date_5":"2024-07-02","latest_paid_thru":"2026-02-28","formatted_paid_thru":"28\/02\/2026","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P3158","date_of_renewal_identification":"","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Refused Lapsed","thewithdrawaldate":"2026-05-02","aitm_status_called":"2026-05-15T10:01:41-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T09:45:13-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Dominika regarding her lapsed Professional membership with the National Payroll Institute. Dominika expressed that she would not renew due to the cost being too high and declined alternative membership options. The call concluded with the agent providing information and closing politely.","aitm_callsummarytitle":"Membership Renewal Refusal Due to Cost","blocnote":"2026 May 15 - reached voicemail; no human contact\n2026 May 15 contact refused to renew due to cost; declined Associate membership option","notrenewedwanttorenew":"No","mini_nps":"2","onesentencenotrenewed":"It costs too much.","intcode":"01","initialvalue":"Designation","othermemberbenefit":"Not provided","temp_intcode_for_auto_old_int_code":"01","prootherreasonsnottorenew":"He wasn't worth it.","age_range":"46-60","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_5a5a82886eb651021ed360caf7b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_5a5a82886eb651021ed360caf7b","old_int_code":"06","old_do_id":"L25P3158","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"47346","email":"wilma.miles@sabic.com","first_name":"Wilma","last_name":"Miles","phone":"9053733987","orgname":"Sabic Innovative Plastics Canada Inc.","customer_acct_name":"Sabic Innovative Plastics Canada Inc.","tags":"260204 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"162006","full_name":"Wilma Miles","members_type":"CORP","paid_thru":"2025-11-30","trc":"False","wera":"False","last_act_type":"2026-09-01","language":"English","last_infoline_date_type":"2021-03-03","pds_january":"4","do_id":"L25O4832","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"wilma.miles@sabic.com","temp_do_id_for_auto_old_do_id":"L25O4832","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-28","pipeline_1_lapsed_members":"Lapsed Members","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","company_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"49021","email":"vlavoie@groupeuptimum.ca","first_name":"V\u00e9ronique","last_name":"Lavoie","phone":"8193758885","orgname":"Groupe Uptimum","customer_acct_name":"Groupe Uptimum","tags":"260408 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"344374","full_name":"V\u00e9ronique Lavoie","members_type":"CORP","paid_thru":"2026-01-31","organization_id":"344375","trc":"False","wera":"False","province":"QC","last_act_type":"2025-03-06","language":"French","last_infoline_date_type":"2025-03-06","corp_cancel_date":"2026-04-02","extension_phone_1":"228","do_id":"L25O5343","time_zone":"2","number_of_passed_courses":"0","lead_status":"Lapsed Member","npi_email_temp":"vlavoie@groupeuptimum.ca","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25O5343","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","company_paid_thru":"2026-01-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"47584","email":"nzahenaiko@gmail.com","first_name":"Nicole","last_name":"Zahenaiko","phone":"","orgname":"","customer_acct_name":"","tags":"260204 New Lapsed, TMAI, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"192981","full_name":"Nicole Zahenaiko","members_type":"PRO","canceldate":"2026-02-03","new_member_date_2":"2023-08-14","paid_thru":"2025-11-30","phone_2":"4038041188","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2012-04-04","pf1_status":"P","pf1_completion_date":"2015-08-20","pf2_status":"P","pf2_completion_date":"2016-02-21","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-07-06","trc":"False","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"AB","last_act_type":"2026-04-05","language":"English","last_infoline_date_type":"2024-06-03","pds_january":"2","do_id":"L25P2867","number_of_passed_courses":"4","time_zone":"4","lead_status":"Lapsed Member","npi_email_temp":"nzahenaiko@gmail.com","temp_do_id_for_auto_old_do_id":"L25P2867","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2017-04-04","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30","thewithdrawaldate":"2026-02-03","aitm_status_called":"2026-05-21T12:52:05-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:37:02-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The agent called Nicole Zahenaiko regarding her National Payroll Institute membership but reached voicemail and was informed that Nicole was not available to speak.","aitm_callsummarytitle":"Voicemail reached - Nicole not available","blocnote":"2026 May 14 - reached voicemail, no message left\n2026 May 19 voicemail reached, message left for Nicole Zahenaiko\n2026 May 21 reached voicemail, Nicole Zahenaiko not available","notrenewedwanttorenew":"No","mini_nps":"3","intcode":"06","npi_voicemaildetection":"Yes","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9563fbb36a0a24abb5e3251b16a","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9563fbb36a0a24abb5e3251b16a","number_of_total_call_attempts":"7"}},"seriesid":"163"}
{"contact":{"id":"48611","email":"msidhom101@gmail.com","first_name":"Margraet","last_name":"Francis","phone":"","orgname":"Duat Inc.","customer_acct_name":"Duat Inc.","tags":"260318 New AST","ip4":"10.13.139.191","fields":{"individual_id":"238475","full_name":"Margraet Francis","members_type":"PRO","new_member_date_2":"2020-12-23","paid_thru":"2026-11-30","phone_2":"6477848721","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2015-12-01","pf1_status":"P","pf1_completion_date":"2016-06-20","pf2_status":"P","pf2_completion_date":"2016-02-07","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2019-12-19","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","last_act_type":"2026-04-05","language":"English","last_infoline_date_type":"2023-08-08","time_zone":"2","number_of_passed_courses":"4","lead_status":"Not Relevant","npi_email_temp":"msidhom101@gmail.com","temp_do_id_for_auto_old_do_id":"AST3015","pipeline_2_members_only_ast":"","ai_entered_date":"2026-03-18","province":"ON","pipeline_1_lapsed_members":"","old_do_id":"AST3015","pcl_completion_date_5":"2020-12-01","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"47857","email":"knguyen@innovatecalgary.com","first_name":"Krista","last_name":"Nguyen","phone":"4032702428","orgname":"Innovate Calgary","customer_acct_name":"Innovate Calgary","tags":"260204 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"345175","full_name":"Krista Nguyen","members_type":"CAND","canceldate":"2026-02-03","new_member_date_2":"2024-12-05","paid_thru":"2025-11-30","pcl_status":"P","pcl_completion_date":"2025-04-07","trc":"True","wera":"False","province":"AB","last_act_type":"2024-04-12","language":"English","do_id":"L25C9014","number_of_passed_courses":"1","time_zone":"4","lead_status":"Lapsed Member","npi_email_temp":"knguyen@innovatecalgary.com","temp_do_id_for_auto_old_do_id":"L25C9014","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-04-07","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"49663","email":"taniaxbatth@gmail.com","first_name":"","last_name":"","phone":"","orgname":"","customer_acct_name":"","tags":"npiAlert9, npiAlert11, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"0.0.0.0","fields":{"npi_email_temp":"taniaxbatth@gmail.com","individual_id":"240185","canceldate":"2026-05-02","new_member_date_2":"2021-03-01","paid_thru":"2026-02-28","cert_status":"WITHDRAWN_CPE","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","province":"BC","language":"English","members_type":"AST","lead_status":"Lapsed Member","do_id":"L25A03122","number_of_passed_courses":"4","trc":"False","wera":"False","pcp_we":"APPROVED","pcl_completion_date_5":"2021-05-02","pipeline_2_members_only_ast":"","latest_paid_thru":"2026-02-28","date_of_renewal_identification":"","formatted_paid_thru":"28\/02\/2026","ln_entered_date":"2026-05-20","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25A03122","cpa_certification":"PCP","last_act_type":"2025-04-25"}},"seriesid":"163"}
{"contact":{"id":"47514","email":"bryanna@bmconsulting.ca","first_name":"Bryanna","last_name":"Moroney","phone":"6046125676","orgname":"Bryanna Moroney Consulting Inc.","customer_acct_name":"Bryanna Moroney Consulting Inc.","tags":"260204 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"345377","full_name":"Bryanna Moroney, CPHR","members_type":"CAND","canceldate":"2026-02-03","new_member_date_2":"2024-12-11","paid_thru":"2025-11-30","pf1_status":"F","pf1_completion_date":"2025-03-07","trc":"False","wera":"False","province":"BC","last_act_type":"2024-10-12","language":"English","do_id":"L25C8916","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","npi_email_temp":"bryanna@bmconsulting.ca","temp_do_id_for_auto_old_do_id":"L25C8916","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Lapsed Members","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"48642","email":"yougot123@hotmail.com","first_name":"Ruth","last_name":"Fang","phone":"","orgname":"","customer_acct_name":"","tags":"260318 New AST","ip4":"10.13.144.5","fields":{"individual_id":"318355","full_name":"Ruth Ewen Fang","members_type":"PRO","new_member_date_2":"2022-11-08","paid_thru":"2026-10-31","phone_2":"6047270737","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2023-02-23","pf1_status":"P","pf1_completion_date":"2023-03-26","pf2_status":"P","pf2_completion_date":"2023-02-26","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2023-05-12","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","last_act_type":"2026-04-16","language":"English","time_zone":"5","number_of_passed_courses":"4","lead_status":"Not Relevant","npi_email_temp":"yougot123@hotmail.com","temp_do_id_for_auto_old_do_id":"AST3048","pipeline_2_members_only_ast":"","ai_entered_date":"2026-03-18","province":"BC","pcl_completion_date_5":"2028-02-23","pipeline_1_lapsed_members":"","old_do_id":"AST3048","formatted_paid_thru":"31\/10\/2026","latest_paid_thru":"2026-10-31"}},"seriesid":"163"}
{"contact":{"id":"48522","email":"lifes.good@live.ca","first_name":"Corrina","last_name":"Wilkins","phone":"5197327481","orgname":"","customer_acct_name":"","tags":"260311 New AST, APX Contacts Sent to TM 2026, NPI APX sent to TM","ip4":"10.13.142.253","fields":{"individual_id":"233155","full_name":"Corrina Wilkins","members_type":"AST","canceldate":"2017-05-02","new_member_date_2":"2025-05-07","paid_thru":"2026-04-30","phone_2":"5197327481","pcl_status":"P","pcl_completion_date":"2025-09-03","trc":"True","wera":"False","province":"ON","last_act_type":"2025-07-05","language":"English","do_id":"AST2898","number_of_passed_courses":"1","time_zone":"2","lead_status":"Member","npi_email_temp":"lifes.good@live.ca","temp_do_id_for_auto_old_do_id":"AST2898","pipeline_2_members_only_ast":"Pre-membership expiration","ai_entered_date":"2026-03-11","apx_entered_date":"2026-03-16","pcl_completion_date_5":"2030-09-03","formatted_paid_thru":"30\/04\/2026","latest_paid_thru":"2026-04-30","blocnote":"May 5 2026 vm  May 6 2026 vm\r\nMay 8 2026 vm  May 12 2026 vm\r\nMay 14 2026 vm  May 19 2026 vm\r\nMay 21 2026 vm  May 25 2026 vm\r\nMay 28 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-28T13:04:00-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","pf1_status":"E"}},"seriesid":"163"}
{"contact":{"id":"47992","email":"angelamvance@gmail.com","first_name":"Angela","last_name":"Vance","phone":"9054015619","orgname":"","customer_acct_name":"","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"346783","full_name":"Angela Vance","members_type":"CAND","canceldate":"2026-03-03","new_member_date_2":"2025-01-24","paid_thru":"2025-12-31","phone_2":"9054015619","pcl_status":"F","pcl_completion_date":"2025-05-05","trc":"False","wera":"False","province":"ON","last_act_type":"2025-01-24","language":"English","do_id":"L25C9308","time_zone":"2","number_of_passed_courses":"0","lead_status":"Lapsed Member","npi_email_temp":"angelamvance@gmail.com","temp_do_id_for_auto_old_do_id":"L25C9308","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-05-05","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
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{"contact":{"id":"47990","email":"knovak@oatey.com","first_name":"Kylie","last_name":"Novak","phone":"2897638948","orgname":"Oatey Canada SCS","customer_acct_name":"Oatey Canada SCS","tags":"260304 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"324580","full_name":"Kylie Novak","members_type":"CORP","paid_thru":"2026-12-31","organization_id":"321019","trc":"False","wera":"False","province":"ON","last_act_type":"2024-09-18","language":"English","do_id":"L25O5207","time_zone":"2","number_of_passed_courses":"0","lead_status":"Renewed Lapsed","npi_email_temp":"knovak@oatey.com","temp_do_id_for_auto_old_do_id":"L25O5207","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-28","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Renewed lapsed","intcode":"99","temp_intcode_for_auto_old_int_code":"99","formatted_paid_thru":"31\/12\/2026","company_paid_thru":"2026-12-31","latest_paid_thru":"2026-12-31","company_status":"A"}},"seriesid":"163"}
{"contact":{"id":"48653","email":"brenda.dymond@championx.com","first_name":"Brenda","last_name":"Dymond","phone":"7804854242","orgname":"Alberta Oil Tool Ltd.","customer_acct_name":"Alberta Oil Tool Ltd.","tags":"260318 New AST","ip4":"10.13.142.162","fields":{"individual_id":"59941","full_name":"Brenda Dymond","members_type":"AST","new_member_date_2":"2002-06-15","paid_thru":"2026-05-31","phone_2":"7804682642","cert_status":"WITHDRAWN_CPE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-06-03","trc":"False","wera":"False","cpa_certification":"CPM","last_act_type":"2026-03-10","language":"English","last_infoline_date_type":"2024-04-15","last_conf_date_type":"2022-06-07","extension_phone_1":"3070","do_id":"AST3065","time_zone":"4","number_of_passed_courses":"1","lead_status":"Member","npi_email_temp":"brenda.dymond@championx.com","temp_do_id_for_auto_old_do_id":"AST3065","pipeline_2_members_only_ast":"Pre-membership expiration","ai_entered_date":"2026-03-18","province":"AB","apx_entered_date":"2026-04-16","formatted_paid_thru":"31\/05\/2026","latest_paid_thru":"2026-05-31","blocnote":"May 5 2026 vm\r\nMay 12 2026 Survey completed webinar and application emails.","dhmsfin_telemarketing_last_contacted_date":"2026-05-12T12:39:00-04:00","intcode":"02","temp_intcode_for_auto_old_int_code":"02","mini_nps":"5","testimonial":"If I have a question it is easy to phone or send an email. I get answers to my email within 24 to 48 hours. They are receptive. All my interactions have been pleasant and good. \nI've always have gotten whatever I needed.","renewal_refusal_reasons":"","old_int_code":"06","regular_email_change_date":"2026-05-12T11:44:10-04:00","npi_email_2":"bdymond95@gmail.com","sendpreexpirationemail":"2026-05-12T11:44:00-04:00","sendapxapplicationform":"2026-05-12T11:45:00-04:00","testimonial_reviewer_name":"Payam","testimonial_reviewed":"It\u2019s easy to phone or email NPI whenever I have a question. I receive answers within 24 to 48 hours, and all of my interactions have been pleasant and helpful. I\u2019ve always received the support I needed.","original_language":"English","original_testimonial_translated":"Je peux facilement contacter l'INP par t\u00e9l\u00e9phone ou par courriel d\u00e8s que j'ai une question. Je re\u00e7ois une r\u00e9ponse dans les 24 \u00e0 48 heures, et tous mes \u00e9changes ont \u00e9t\u00e9 agr\u00e9ables et utiles. J'ai toujours re\u00e7u l'aide dont j'avais besoin.","testimonial_sent_date":"2026-05-13T13:45:34-04:00"}},"seriesid":"163"}
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{"contact":{"id":"47943","email":"kcarr.logistics@outlook.com","first_name":"Allison","last_name":"Carr","phone":"3062093055","orgname":"John Howard Society of Saskatchewan","customer_acct_name":"John Howard Society of Saskatchewan","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"321839","full_name":"Allison  Carr","members_type":"CAND","canceldate":"2026-03-03","new_member_date_2":"2023-03-21","paid_thru":"2025-12-31","phone_2":"3062093055","pcl_status":"P","pcl_completion_date":"2023-04-09","pf1_status":"P","pf1_completion_date":"2023-05-10","pf2_status":"P","pf2_completion_date":"2023-07-06","trc":"True","wera":"False","province":"SK","last_act_type":"2025-01-24","language":"English","time_zone":"3","number_of_passed_courses":"3","lead_status":"Refused","npi_email_temp":"kcarr.logistics@outlook.com","temp_do_id_for_auto_old_do_id":"L25C9292","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Refused Lapsed","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C9292","pcl_completion_date_5":"2028-04-09","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"48998","email":"arsenault.caro@gmail.com","first_name":"Caroline","last_name":"Arsenault","phone":"","orgname":"","customer_acct_name":"","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"334391","full_name":"Caroline Arsenault","members_type":"CAND","canceldate":"2026-04-02","new_member_date_2":"2024-02-15","paid_thru":"2026-01-31","phone_2":"4388806664","pcl_status":"P","pcl_completion_date":"2024-06-04","pf1_status":"P","pf1_completion_date":"2024-10-21","pf2_status":"F","pf2_completion_date":"2025-02-10","trc":"True","wera":"False","province":"QC","last_act_type":"2025-01-24","language":"French","do_id":"L25C9553","time_zone":"2","number_of_passed_courses":"2","lead_status":"Lapsed Member","npi_email_temp":"arsenault.caro@gmail.com","temp_do_id_for_auto_old_do_id":"L25C9553","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2029-06-04","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"47449","email":"no-email702@ler.com","first_name":"Rod","last_name":"Ewert","phone":"6045397349","orgname":"FirstWest Credit Union","customer_acct_name":"FirstWest Credit Union","tags":"LER_dummy, 260204 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"56610","full_name":"Rod Ewert","members_type":"CORP","paid_thru":"2025-11-30","organization_id":"6667","trc":"False","wera":"False","province":"BC","last_act_type":"2019-12-18","language":"English","corp_cancel_date":"2026-02-03","do_id":"L25O5055","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","npi_email_temp":"no-email702@ler.com","temp_do_id_for_auto_old_do_id":"L25O5055","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ler_entered_date":"2026-06-01","pipeline_1_lapsed_members":"Non-mailable Lapsed members","formatted_paid_thru":"30\/11\/2025","company_paid_thru":"2025-11-30","latest_paid_thru":"2025-11-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"49092","email":"janicechenchen@hotmail.com","first_name":"Jie","last_name":"Chen","phone":"","orgname":"","customer_acct_name":"","tags":"TMAI, 260415 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"220478","full_name":"Jie Chen","members_type":"PRO","canceldate":"2026-04-14","new_member_date_2":"2015-03-04","paid_thru":"2026-02-28","phone_2":"5148157726","cert_status":"SUSPENDED","pcl_status":"P","pcl_completion_date":"2014-01-22","pf1_status":"P","pf1_completion_date":"2014-04-25","pf2_status":"P","pf2_completion_date":"2014-07-25","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-06-11","trc":"False","wera":"False","cpa_certification":"PCP","province":"QC","last_act_type":"2026-04-05","language":"English","time_zone":"2","number_of_passed_courses":"4","lead_status":"Refused","npi_email_temp":"janicechenchen@hotmail.com","temp_do_id_for_auto_old_do_id":"L25P3106","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-04-15","pipeline_1_lapsed_members":"Refused Lapsed","pcl_completion_date_5":"2019-01-22","formatted_paid_thru":"28\/02\/2026","latest_paid_thru":"2026-02-28","thewithdrawaldate":"2026-04-14","aitm_status_called":"2026-05-15T16:11:43-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T14:47:26-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Jie regarding their lapsed NPI Professional membership. Jie confirmed they have withdrawn due to not working in payroll anymore and declined to renew. The agent thanked Jie for their feedback and ended the call.","aitm_callsummarytitle":"Membership Non-Renewal Due to Career Change","blocnote":"2026 May 15 contact declined renewal due to no longer working in payroll","notrenewedwanttorenew":"No","mini_nps":"4","onesentencenotrenewed":"Because I don't do any payroll now.","intcode":"01","initialvalue":"Career","age_range":"46-60","temp_intcode_for_auto_old_int_code":"01","npi_voicemaildetection":"No","ivrdetector":"No","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Neutral","old_do_id":"L25P3106","retell_call_status":"ended","session_id":"call_50feca3d360ed0fd1a1d15c6aa4","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_50feca3d360ed0fd1a1d15c6aa4","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"49636","email":"payroll@glencoe.org","first_name":"Christine","last_name":"Bailey","phone":"4032874142","orgname":"The Glencoe Club","customer_acct_name":"The Glencoe Club","tags":"260506 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"88077","full_name":"Christine Bailey","members_type":"CORP","paid_thru":"2026-01-31","organization_id":"211252","trc":"False","wera":"False","province":"AB","last_act_type":"2024-06-09","language":"English","pds_april":"1","corp_cancel_date":"2026-05-02","do_id":"L25O5601","number_of_passed_courses":"0","time_zone":"4","lead_status":"Lapsed Member","npi_email_temp":"payroll@glencoe.org","latest_paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25O5601","formatted_paid_thru":"31\/01\/2026","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members","company_paid_thru":"2026-01-31","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"48570","email":"sherrybudd@hotmail.com","first_name":"Sherry","last_name":"Budd","phone":"5148664891","orgname":"Jack Victor Ltd.","customer_acct_name":"Jack Victor Ltd.","tags":"AI Contacts sent to TM 2026, 260318 New AST","ip4":"10.13.139.191","fields":{"individual_id":"11713","full_name":"Sherry Budd","members_type":"AST","new_member_date_2":"2008-08-13","paid_thru":"2026-07-31","phone_2":"5147520810","cert_status":"WITHDRAWN_CPE","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-09-02","trc":"False","wera":"False","cpa_certification":"CPM","last_act_type":"2026-04-05","language":"English","last_infoline_date_type":"2023-10-20","last_conf_date_type":"2021-06-09","extension_phone_1":"241","do_id":"AST2974","time_zone":"2","number_of_passed_courses":"1","lead_status":"Member","npi_email_temp":"sherrybudd@hotmail.com","temp_do_id_for_auto_old_do_id":"AST2974","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","ai_entered_date":"2026-03-18","province":"QC","formatted_paid_thru":"31\/07\/2026","latest_paid_thru":"2026-07-31","blocnote":"May 19 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T10:19:00-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","telemarketing_call_date":"2026-05-19"}},"seriesid":"163"}
{"contact":{"id":"48624","email":"jenniferlbritten@gmail.com","first_name":"Jenny","last_name":"Britten","phone":"7342054579","orgname":"Cabinetworks Group","customer_acct_name":"Cabinetworks Group","tags":"TMAI, 260318 New AST","ip4":"10.13.144.5","fields":{"individual_id":"261359","full_name":"Jenny Britten, CPP","members_type":"AST","new_member_date_2":"2022-02-04","paid_thru":"2026-01-31","phone_2":"7347556726","cert_status":"SUSPENDED_CPE","pcl_status":"P","pcl_completion_date":"2021-01-31","pf1_status":"P","pf1_completion_date":"2021-05-25","pf2_status":"P","pf2_completion_date":"2021-10-17","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2021-12-13","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","last_act_type":"2026-03-27","language":"English","do_id":"L25A03001","time_zone":"2","number_of_passed_courses":"4","lead_status":"Lapsed Member","npi_email_temp":"jenniferlbritten@gmail.com","temp_do_id_for_auto_old_do_id":"L25A03001","pipeline_2_members_only_ast":"","ai_entered_date":"2026-03-18","apx_entered_date":"2026-03-18","province":"MI","canceldate":"2026-04-02","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","pipeline_1_lapsed_members":"Lapsed Members","old_do_id":"AST3029","pcl_completion_date_5":"2026-01-31","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-15T15:21:46-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T15:06:44-04:00","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. The agent left a brief greeting message.","aitm_callsummarytitle":"Voicemail reached, no conversation","blocnote":"2026 May 08 call reached voicemail, no contact made\n2026 May 08 voicemail reached, no live contact\n2026 May 11 call reached voicemail, no contact made\n2026 May 11 call reached voicemail, no message left\n2026 May 13 call reached voicemail, no contact made\n2026 May 13 call reached voicemail, no message left\n2026 May 15 call reached voicemail, no human answer\n2026 May 15 call reached voicemail - no conversation","notrenewedwanttorenew":"No","intcode":"06","npi_voicemaildetection":"Yes","ivrdetector":"Yes","temp_intcode_for_auto_old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_cf4cc08b1184b5770f45be9efdb","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_cf4cc08b1184b5770f45be9efdb","mini_nps":"3"}},"seriesid":"163"}
{"contact":{"id":"49143","email":"payroll@quadravillagecc.com","first_name":"Tracey","last_name":"Campbell","phone":"2503887696","orgname":"Downtown Blanshard Advisory Committee","customer_acct_name":"Downtown Blanshard Advisory Committee","tags":"260506 New AST","ip4":"10.13.140.212","fields":{"individual_id":"290601","full_name":"Tracey Campbell","members_type":"AST","new_member_date_2":"2020-07-22","paid_thru":"2027-06-30","phone_2":"2508827568","pcl_status":"P","pcl_completion_date":"2020-12-07","pf1_status":"P","pf1_completion_date":"2021-04-26","pf2_status":"P","pf2_completion_date":"2021-08-18","trc":"True","wera":"False","province":"BC","last_act_type":"2026-07-05","language":"English","do_id":"AST3253","time_zone":"5","number_of_passed_courses":"3","lead_status":"Member","npi_email_temp":"payroll@quadravillagecc.com","pcl_completion_date_5":"2025-12-07","latest_paid_thru":"2027-06-30","formatted_paid_thru":"30\/06\/2027","temp_do_id_for_auto_old_do_id":"AST3253","pipeline_2_members_only_ast":"Ongoing member to be called","ai_entered_date":"2026-05-06"}},"seriesid":"163"}
{"contact":{"id":"48991","email":"jmkjeans12@hotmail.com","first_name":"Jennifer","last_name":"Jeans","phone":"","orgname":"","customer_acct_name":"","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341248","full_name":"Jennifer Marie Jeans","members_type":"CAND","canceldate":"2026-04-02","new_member_date_2":"2025-02-14","paid_thru":"2026-01-31","phone_2":"4034798069","pcl_status":"P","pcl_completion_date":"2024-10-08","pf1_status":"F","pf1_completion_date":"2025-04-16","pf2_status":"F","pf2_completion_date":"2025-02-27","trc":"True","wera":"False","province":"SK","last_act_type":"2025-02-14","language":"English","do_id":"L25C9547","time_zone":"3","number_of_passed_courses":"1","lead_status":"Lapsed Member","npi_email_temp":"jmkjeans12@hotmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C9547","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2029-10-08","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"47631","email":"eudene.nerpio@gmail.com","first_name":"Ma","last_name":"Nerpio","phone":"","orgname":"","customer_acct_name":"","tags":"260204 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"344964","full_name":"Ma Eudene Nerpio","members_type":"CAND","canceldate":"2026-02-03","new_member_date_2":"2024-11-27","paid_thru":"2025-11-30","phone_2":"7788706920","trc":"False","wera":"False","province":"BC","last_act_type":"2025-01-15","language":"English","do_id":"L25C8981","number_of_passed_courses":"0","time_zone":"5","lead_status":"Lapsed Member","npi_email_temp":"eudene.nerpio@gmail.com","temp_do_id_for_auto_old_do_id":"L25C8981","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Lapsed Members","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"47913","email":"karenminhas04@gmail.com","first_name":"Karen","last_name":"Minhas","phone":"6045845811","orgname":"Options Community Services Society","customer_acct_name":"Options Community Services Society","tags":"260304 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"60398","full_name":"Karen Minhas","members_type":"AST","canceldate":"2025-03-04","new_member_date_2":"2024-01-15","paid_thru":"2025-12-31","phone_2":"6048379633","organization_id":"10253","pf2_status":"F","pf2_completion_date":"2013-08-12","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2008-09-16","trc":"False","wera":"False","province":"BC","last_act_type":"2026-02-13","language":"English","last_infoline_date_type":"2025-10-20","pds_february":"2","corp_cancel_date":"2026-03-03","do_id":"L25A03126","time_zone":"5","number_of_passed_courses":"1","lead_status":"Lapsed Member","npi_email_temp":"karenminhas04@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-06-01","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25A03126","old_do_id":"L25O05603","formatted_paid_thru":"31\/12\/2025","company_paid_thru":"2025-12-31","latest_paid_thru":"2025-12-31","company_status":"I"}},"seriesid":"163"}
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{"contact":{"id":"47579","email":"dafchai@gmail.com","first_name":"Said","last_name":"Rahmati","phone":"6042199744","orgname":"Vanak International Properties","customer_acct_name":"Vanak International Properties","tags":"260204 New Lapsed, TMAI","ip4":"10.13.132.68","fields":{"individual_id":"258560","full_name":"Said Rahmati, CPC","members_type":"PRO","canceldate":"2026-02-03","new_member_date_2":"2017-12-07","paid_thru":"2025-11-30","phone_2":"6049441099","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2018-04-01","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","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"BC","last_act_type":"2026-04-05","language":"English","last_infoline_date_type":"2019-04-30","do_id":"L25P2879","number_of_passed_courses":"4","time_zone":"5","lead_status":"Lapsed Member","npi_email_temp":"dafchai@gmail.com","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25P2879","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2023-04-01","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30","thewithdrawaldate":"2026-02-03","aitm_status_called":"2026-05-14T12:51:43-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T12:36:46-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent reached Said, who explained his membership lapsed because he was hospitalized for three to four months and said he will renew. Agent confirmed email (dafchai@gmail.com), sent the reinstatement procedure, and completed the survey (Initial-value: Staying current; Satisfaction: 4; Age range: 46-60).","aitm_callsummarytitle":"Confirmed renewal intent; application email sent","blocnote":"2026 May 12 call reached voicemail, no human interaction\n2026 May 12 call reached voicemail, no contact made\n2026 May 14 - Reached voicemail (mailbox number six).\n2026 May 14 - Contact hospitalized for 3-4 months, will renew; email dafchai@gmail.com; application email sent.","notrenewedwanttorenew":"Yes","intcode":"02","npi_voicemaildetection":"No","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"02","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_eb25872511eef5b65c31e580d0c","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_eb25872511eef5b65c31e580d0c","mini_nps":"4","onesentencenotrenewed":"I was hospitalized for three to four months and couldn't renew.","initialvalue":"Stay Current","othermemberbenefit":"N\/A - voicemail reached","prootherreasonsnottorenew":"Reached voicemail, no reason provided","age_range":"46-60","sendapplicationform":"2026-05-14T12:57:00-04:00","thewithdrawaldate_3_years":"2029-02-03","old_int_code":"06","number_of_calls_reached":"1","last_engaged_date":"2026-05-28","member_may":"4"}},"seriesid":"163"}
{"contact":{"id":"47425","email":"no-email693@ler.com","first_name":"Kerry","last_name":"Philpot","phone":"4163610152","orgname":"Haventree Bank","customer_acct_name":"Haventree Bank","tags":"LER_dummy, 260204 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"315494","full_name":"Kerry Philpot","members_type":"CORP","paid_thru":"2025-11-30","organization_id":"295444","trc":"False","wera":"False","province":"ON","last_act_type":"2023-10-25","language":"English","corp_cancel_date":"2026-02-03","do_id":"L25O4947","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"no-email693@ler.com","temp_do_id_for_auto_old_do_id":"L25O4947","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ler_entered_date":"2026-06-01","pipeline_1_lapsed_members":"Non-mailable Lapsed members","formatted_paid_thru":"30\/11\/2025","company_paid_thru":"2025-11-30","latest_paid_thru":"2025-11-30","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"48842","email":"manpreetlotey987@gmail.com","first_name":"Manpreet","last_name":"Kaur","phone":"","orgname":"","customer_acct_name":"","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"346979","full_name":"Manpreet Kaur","members_type":"CAND","canceldate":"2026-04-02","new_member_date_2":"2025-01-31","paid_thru":"2026-01-31","phone_2":"4377799955","pcl_status":"P","pcl_completion_date":"2025-05-05","pf1_status":"P","pf1_completion_date":"2025-09-23","pf2_status":"P","pf2_completion_date":"2026-01-13","trc":"True","wera":"False","province":"ON","last_act_type":"2025-08-02","language":"English","do_id":"L25C9713","time_zone":"2","number_of_passed_courses":"3","lead_status":"Lapsed Member","npi_email_temp":"manpreetlotey987@gmail.com","temp_do_id_for_auto_old_do_id":"L25C9713","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-05-05","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"47536","email":"misty.becker@cushwake.com","first_name":"Misty","last_name":"Becker","phone":"3142829502","orgname":"Cushman & Wakefield ULC","customer_acct_name":"Cushman & Wakefield ULC","tags":"260204 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"348358","full_name":"Misty Becker","members_type":"CORP","paid_thru":"2025-11-30","trc":"False","wera":"False","last_act_type":"2026-02-24","language":"English","do_id":"L25O5032","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"misty.becker@cushwake.com","temp_do_id_for_auto_old_do_id":"L25O5032","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-28","pipeline_1_lapsed_members":"Lapsed Members","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","company_paid_thru":"2026-11-30"}},"seriesid":"163"}
{"contact":{"id":"48001","email":"anhpho@ontariochrome.com","first_name":"Anh","last_name":"Pho","phone":"5149992924","orgname":"Ontario Chromium Plating Inc.","customer_acct_name":"Ontario Chromium Plating Inc.","tags":"260304 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"222383","full_name":"Anh Pho","members_type":"CORP","paid_thru":"2025-12-31","organization_id":"323474","trc":"False","wera":"False","province":"QC","last_act_type":"2026-10-02","language":"French","last_infoline_date_type":"2025-11-28","pds_february":"2","corp_cancel_date":"2026-03-03","do_id":"L25O5096","time_zone":"2","number_of_passed_courses":"0","lead_status":"Lapsed Member","npi_email_temp":"anhpho@ontariochrome.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-06-01","pipeline_1_lapsed_members":"Lapsed Members","temp_do_id_for_auto_old_do_id":"L25O5096","formatted_paid_thru":"31\/12\/2025","company_paid_thru":"2025-12-31","latest_paid_thru":"2025-12-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"47989","email":"andreeaputarici@ymail.com","first_name":"Andreea","last_name":"Muntea","phone":"","orgname":"","customer_acct_name":"","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"327872","full_name":"Andreea Muntea","members_type":"CAND","canceldate":"2026-03-03","new_member_date_2":"2025-01-02","paid_thru":"2025-12-31","phone_2":"5879172910","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2023-10-12","pf1_status":"P","pf1_completion_date":"2023-10-26","pf2_status":"P","pf2_completion_date":"2023-11-28","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-04-25","trc":"True","wera":"True","cpa_certification":"PCP","province":"BC","last_act_type":"2025-04-25","language":"English","do_id":"L25C9158","time_zone":"5","number_of_passed_courses":"4","lead_status":"Lapsed Member","npi_email_temp":"andreeaputarici@ymail.com","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C9158","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2028-10-12","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"47617","email":"drogerson1@live.com","first_name":"David","last_name":"Rogerson","phone":"","orgname":"","customer_acct_name":"","tags":"260204 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"226119","full_name":"David Rogerson","members_type":"PRO","canceldate":"2026-02-03","new_member_date_2":"2014-12-03","paid_thru":"2025-11-30","phone_2":"9052280079","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2014-07-21","pf1_status":"P","pf1_completion_date":"2014-09-16","pf2_status":"P","pf2_completion_date":"2014-09-30","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-12-15","trc":"False","wera":"False","cpa_certification":"PCP","province":"ON","last_act_type":"2026-04-05","language":"English","do_id":"L25P2875","number_of_passed_courses":"4","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"drogerson1@live.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","temp_do_id_for_auto_old_do_id":"L25P2875","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2019-07-21","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30","thewithdrawaldate":"2026-02-03","aitm_status_called":"2026-05-15T11:06:46-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T09:45:13-04:00","number_of_call_attempts":"1","blocnote":"2026-05-15 invalid phone destination, phone: +19052280079","intcode":"16","npi_voicemaildetection":"No","usersentiment":"Unknown","temp_intcode_for_auto_old_int_code":"16","retell_call_status":"not_connected","session_id":"call_43e9c14b62bbd007b3efe0f360b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_43e9c14b62bbd007b3efe0f360b","old_int_code":"08"}},"seriesid":"163"}
{"contact":{"id":"48082","email":"bh0101@gmail.com","first_name":"Bill","last_name":"Hung","phone":"6046563130","orgname":"Premium Brands Holdings Corp","customer_acct_name":"Premium Brands Holdings Corp","tags":"TMAI, 260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"121688","full_name":"Bill Kam Piu Hung","members_type":"PRO","canceldate":"2026-03-03","new_member_date_2":"2013-01-14","paid_thru":"2025-12-31","phone_2":"6048807633","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2008-01-14","pf1_status":"P","pf1_completion_date":"2008-06-17","pf2_status":"P","pf2_completion_date":"2009-11-16","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-07-24","trc":"False","wera":"False","cpa_certification":"CPM","province":"BC","last_act_type":"2026-12-05","language":"English","last_infoline_date_type":"2022-07-27","pds_february":"7","do_id":"L25P2959","time_zone":"5","number_of_passed_courses":"4","lead_status":"Lapsed Member","npi_email_temp":"bh0101@gmail.com","temp_do_id_for_auto_old_do_id":"L25P2959","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2013-01-14","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","thewithdrawaldate":"2026-03-03","aitm_status_called":"2026-05-14T12:51:41-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-14T12:36:46-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"Agent placed an outbound call and asked to speak with Bill; no answer beyond the initial greeting and no conversation occurred.","aitm_callsummarytitle":"No answer after greeting","blocnote":"2026 May 12 call reached voicemail, no contact made\n2026 May 12 call reached voicemail, no human answer\n2026 May 14 - reached voicemail; no message left\n2026 May 14 - Agent asked for Bill; call lasted 6 seconds, disconnected by user.","notrenewedwanttorenew":"No","intcode":"15","npi_voicemaildetection":"No","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"15","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_953554dd6034fd9f2fbf3ca7a4b","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_953554dd6034fd9f2fbf3ca7a4b","mini_nps":"3","onesentencenotrenewed":"Contact not reached; voicemail only.","initialvalue":"Other","othermemberbenefit":"N\/A","prootherreasonsnottorenew":"Contact not reached - voicemail","age_range":"Preferred not to say","old_int_code":"06","number_of_calls_reached":"1"}},"seriesid":"163"}
{"contact":{"id":"47874","email":"carlota.coppen@dupont.com","first_name":"Carlota","last_name":"Coppen","phone":"3466311679","orgname":"Dupont","customer_acct_name":"Dupont","tags":"260211 New AST","ip4":"10.13.140.167","fields":{"individual_id":"359444","full_name":"Carlota Coppen","members_type":"AST","new_member_date_2":"2026-02-05","paid_thru":"2027-01-31","trc":"False","wera":"False","province":"QC","last_act_type":"2026-06-02","language":"English","last_infoline_date_type":"2026-06-02","extension_phone_1":"1","number_of_passed_courses":"0","time_zone":"2","lead_status":"Not Relevant","npi_email_temp":"carlota.coppen@dupont.com","temp_do_id_for_auto_old_do_id":"AST2822","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"","aw_entered_date":"2026-02-11","old_do_id":"AST2822","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
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{"contact":{"id":"47955","email":"kfortier@parexresources.com","first_name":"Kristin","last_name":"Fortier","phone":"4032371703","orgname":"Parex Resources Inc.","customer_acct_name":"Parex Resources Inc.","tags":"260304 New Lapsed","ip4":"10.13.145.128","fields":{"individual_id":"259155","full_name":"Kristin Fortier, CPA, CMA","members_type":"PRO","paid_thru":"2027-02-28","phone_2":"4036813246","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2018-05-22","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":"2018-07-09","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"AB","last_act_type":"2026-04-05","language":"English","last_infoline_date_type":"2024-02-19","pds_february":"1","corp_cancel_date":"2026-03-03","time_zone":"4","number_of_passed_courses":"4","lead_status":"Not Relevant","npi_email_temp":"kfortier@parexresources.com","temp_do_id_for_auto_old_do_id":"AST02955","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-03-17","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"","new_member_date_2":"2026-03-16","ai_entered_date":"2026-03-17","old_do_id":"AST02955","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pcl_completion_date_5":"2023-05-22","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","company_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"47634","email":"preethipriyaa22@gmail.com","first_name":"Preethi","last_name":"Omprakash","phone":"","orgname":"","customer_acct_name":"","tags":"260204 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"345217","full_name":"Preethi Omprakash","members_type":"CAND","canceldate":"2026-02-03","new_member_date_2":"2024-12-06","paid_thru":"2025-11-30","phone_2":"6473950522","pcl_status":"F","pcl_completion_date":"2025-03-17","trc":"False","wera":"False","province":"ON","last_act_type":"2024-05-12","language":"English","do_id":"L25C8983","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"preethipriyaa22@gmail.com","temp_do_id_for_auto_old_do_id":"L25C8983","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-03-17","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
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{"contact":{"id":"49640","email":"anna.serov@gmail.com","first_name":"Anna","last_name":"Serov","phone":"","orgname":"","customer_acct_name":"","tags":"260506 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"337276","full_name":"Anna Serov","members_type":"CAND","canceldate":"2026-05-02","new_member_date_2":"2025-03-24","paid_thru":"2026-02-28","phone_2":"5794210601","pcl_status":"P","pcl_completion_date":"2025-07-02","trc":"True","wera":"False","province":"QC","last_act_type":"2025-03-24","language":"English","do_id":"L25C9845","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"anna.serov@gmail.com","pcl_completion_date_5":"2030-07-02","latest_paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25C9845","formatted_paid_thru":"28\/02\/2026","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members"}},"seriesid":"163"}
{"contact":{"id":"49061","email":"rashed.sarwar@outlook.com","first_name":"Rashed","last_name":"Sarwar","phone":"3065590616","orgname":"Everyday Convenience","customer_acct_name":"Everyday Convenience","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"344708","full_name":"Rashed Sarwar","members_type":"CAND","new_member_date_2":"2025-02-13","paid_thru":"2027-01-31","phone_2":"6395544050","pcl_status":"P","pcl_completion_date":"2025-06-03","pf1_status":"P","pf1_completion_date":"2025-10-21","trc":"True","wera":"False","province":"SK","last_act_type":"2026-10-04","language":"English","time_zone":"3","number_of_passed_courses":"2","lead_status":"Renewed Lapsed","npi_email_temp":"rashed.sarwar@outlook.com","temp_do_id_for_auto_old_do_id":"L25C9615","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-04-11","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Renewed lapsed","pf2_status":"E","intcode":"99","temp_intcode_for_auto_old_int_code":"99","pcl_completion_date_5":"2030-06-03","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31"}},"seriesid":"163"}
{"contact":{"id":"49069","email":"maxime.dugas@facturomax.ca","first_name":"Maxime","last_name":"Dugas","phone":"5813071058","orgname":"Facturomax","customer_acct_name":"Facturomax","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"346442","full_name":"Maxime Dugas","members_type":"CAND","canceldate":"2026-04-02","new_member_date_2":"2025-02-11","paid_thru":"2026-01-31","phone_2":"5813071058","trc":"False","wera":"False","province":"QC","last_act_type":"2025-11-02","language":"French","do_id":"L25C9623","time_zone":"2","number_of_passed_courses":"0","lead_status":"Lapsed Member","npi_email_temp":"maxime.dugas@facturomax.ca","temp_do_id_for_auto_old_do_id":"L25C9623","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"47870","email":"mallary_h@hotmail.com","first_name":"Mallary","last_name":"Hampton","phone":"7802464838","orgname":"Explore Edmonton Corporation","customer_acct_name":"Explore Edmonton Corporation","tags":"AI Contacts sent to TM 2026, 260211 New AST","ip4":"10.13.133.73","fields":{"individual_id":"286786","full_name":"Mallary Hampton","members_type":"AST","canceldate":"2022-07-05","new_member_date_2":"2026-02-10","paid_thru":"2027-01-31","phone_2":"","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2020-08-30","pf1_status":"P","pf1_completion_date":"2021-02-21","pf2_status":"P","pf2_completion_date":"2021-07-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-02-02","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"AB","last_act_type":"2026-10-02","language":"English","do_id":"AST2812","number_of_passed_courses":"4","time_zone":"4","lead_status":"Member","npi_email_temp":"mallary_h@hotmail.com","temp_do_id_for_auto_old_do_id":"AST2812","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","aw_entered_date":"2026-02-11","pcl_completion_date_5":"2025-08-30","formatted_paid_thru":"31\/01\/2027","latest_paid_thru":"2027-01-31","extension_phone_1":"","email2":"","blocnote":"May 15 2026 Survey completed - Resources email.","intcode":"31","full_name_2":" ","dhmsfin_telemarketing_last_contacted_date":"2026-05-15T11:21:00-04:00","resourceaware":"Yes","resourcevisitedselfreport":"Last 6 months","value_designation":"No","temp_intcode_for_auto_old_int_code":"31","telemarketing_call_date":"2026-05-15","sendaigeneral":"2026-05-15T11:21:00-04:00","sendaiemail":"2026-05-15T11:21:36-04:00","sendaidate":"2026-05-15T11:21:36-04:00"}},"seriesid":"163"}
{"contact":{"id":"47534","email":"mimi_xie@hotmail.com","first_name":"Mimi","last_name":"Xie","phone":"","orgname":"","customer_acct_name":"","tags":"260204 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"345671","full_name":"Mimi Xie","members_type":"CAND","canceldate":"2026-02-03","new_member_date_2":"2024-12-20","paid_thru":"2025-11-30","phone_2":"6474568928","pcl_status":"P","pcl_completion_date":"2025-04-16","trc":"True","wera":"False","province":"ON","last_act_type":"2024-12-20","language":"English","do_id":"L25C9001","number_of_passed_courses":"1","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"mimi_xie@hotmail.com","temp_do_id_for_auto_old_do_id":"L25C9001","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-04-16","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"48089","email":"vji@mountpleasantgroup.com","first_name":"Vivian","last_name":"Ji","phone":"4166960049","orgname":"Mount Pleasant Group","customer_acct_name":"Mount Pleasant Group","tags":"260304 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"306805","full_name":"Vivian Ji","members_type":"CORP","paid_thru":"2025-12-31","organization_id":"43722","trc":"False","wera":"False","province":"ON","last_act_type":"2021-01-11","language":"English","corp_cancel_date":"2026-03-03","do_id":"L25O5082","time_zone":"2","number_of_passed_courses":"0","lead_status":"Lapsed Member","npi_email_temp":"vji@mountpleasantgroup.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25O5082","ln_entered_date":"2026-06-01","pipeline_1_lapsed_members":"Lapsed Members","formatted_paid_thru":"31\/12\/2025","company_paid_thru":"2025-12-31","latest_paid_thru":"2025-12-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"48156","email":"charan.gill@outlook.com","first_name":"Charan","last_name":"Grewal","phone":"","orgname":"EV Logistics","customer_acct_name":"EV Logistics","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"332344","full_name":"Charan Grewal","members_type":"CAND","canceldate":"2026-03-03","new_member_date_2":"2024-01-10","paid_thru":"2025-12-31","phone_2":"6049615144","pcl_status":"P","pcl_completion_date":"2024-03-27","pf1_status":"P","pf1_completion_date":"2024-12-10","pf2_status":"P","pf2_completion_date":"2025-12-23","trc":"True","wera":"False","province":"BC","last_act_type":"2024-07-12","language":"English","do_id":"L25C9264","time_zone":"5","number_of_passed_courses":"3","lead_status":"Lapsed Member","npi_email_temp":"charan.gill@outlook.com","temp_do_id_for_auto_old_do_id":"L25C9264","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2029-03-27","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"47976","email":"tania.v.marques@hotmail.com","first_name":"Tania","last_name":"Marques","phone":"4164444777","orgname":"Tradition Fine Foods Ltd.","customer_acct_name":"Tradition Fine Foods Ltd.","tags":"TMAI, 260304 New Lapsed","ip4":"10.13.140.188","fields":{"individual_id":"294726","full_name":"Tania Marques","members_type":"PRO","canceldate":"2026-03-03","new_member_date_2":"2021-08-20","paid_thru":"2026-12-31","phone_2":"4168230570","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2020-12-20","pf1_status":"P","pf1_completion_date":"2021-01-31","pf2_status":"P","pf2_completion_date":"2021-03-08","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2024-11-27","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-12-05","language":"English","extension_phone_1":"225","do_id":"","time_zone":"2","number_of_passed_courses":"4","lead_status":"Not Relevant","npi_email_temp":"tania.v.marques@hotmail.com","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"AST03344","date_of_renewal_identification":"2026-05-29","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"","pcl_completion_date_5":"2025-12-20","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31","thewithdrawaldate":"2026-03-03","aitm_status_called":"2026-05-25T12:32:05-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-25T12:07:08-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Tania to discuss her lapsed Professional membership and provided information about renewing it, including sending an email with detailed procedures. Tania confirmed her email and expressed intent to renew. The agent then conducted a brief survey about her membership experience.","aitm_callsummarytitle":"Renewal Intent Confirmed and Survey Completed","blocnote":"2026 May 25 call reached voicemail, no contact made\n2026 May 25 contact wants to renew and sent the email - NPI# not provided","notrenewedwanttorenew":"Yes","intcode":"99","npi_voicemaildetection":"No","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"99","callsequence":"Forgot\/not aware and then 3 questions","human_or_not":"Yes","usersentiment":"Positive","retell_call_status":"ended","session_id":"call_b26fd036c4ffc81f082e8af0c81","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_b26fd036c4ffc81f082e8af0c81","number_of_total_call_attempts":"2","sendapplicationform":"2026-05-25T12:34:00-04:00","thewithdrawaldate_3_years":"2029-03-03","mini_nps":"3","initialvalue":"Designation","age_range":"18-30","old_int_code":"02","number_of_calls_reached":"1","ai_entered_date":"2026-05-29","telemarketing_call_date":"2026-05-25","old_do_id":"AST03344"}},"seriesid":"163"}
{"contact":{"id":"48006","email":"thorvath@optaminerals.com","first_name":"Theresa","last_name":"Horvath","phone":"9056897361","orgname":"Opta Inc.","customer_acct_name":"Opta Inc.","tags":"260304 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"225689","full_name":"Theresa Horvath","members_type":"CORP","paid_thru":"2025-12-31","organization_id":"110345","trc":"False","wera":"False","province":"ON","language":"English","corp_cancel_date":"2026-03-03","do_id":"L25O5254","time_zone":"2","number_of_passed_courses":"0","lead_status":"Lapsed Member","npi_email_temp":"thorvath@optaminerals.com","temp_do_id_for_auto_old_do_id":"L25O5254","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-06-01","pipeline_1_lapsed_members":"Lapsed Members","formatted_paid_thru":"31\/12\/2025","company_paid_thru":"2025-12-31","latest_paid_thru":"2025-12-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"48617","email":"ssoucie@gmail.com","first_name":"Stacy","last_name":"Soucie","phone":"","orgname":"","customer_acct_name":"","tags":"TMAI, 260318 New AST","ip4":"10.13.137.112","fields":{"individual_id":"234033","full_name":"Stacy Soucie","members_type":"AST","canceldate":"2026-04-02","new_member_date_2":"2024-02-09","paid_thru":"2026-01-31","phone_2":"7808509471","cert_status":"SUSPENDED_CPE","pcl_status":"P","pcl_completion_date":"2015-07-20","pf1_status":"P","pf1_completion_date":"2020-05-03","pf2_status":"P","pf2_completion_date":"2020-07-19","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2020-04-24","trc":"False","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","last_act_type":"2026-03-30","language":"English","last_infoline_date_type":"2023-06-27","do_id":"L25A02963","time_zone":"5","number_of_passed_courses":"4","lead_status":"Lapsed Member","npi_email_temp":"ssoucie@gmail.com","temp_do_id_for_auto_old_do_id":"L25A02963","pipeline_2_members_only_ast":"","ai_entered_date":"2026-03-18","apx_entered_date":"2026-03-18","province":"BC","old_do_id":"AST3021","date_of_renewal_identification":"","ln_entered_date":"2026-04-03","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2020-07-20","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31","called_by":"Tri","aitm_status_called":"2026-05-13T14:08:25-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-13T14:08:25-04:00","number_of_call_attempts":"0","number_of_total_call_attempts":"5","npi_transcriptsummary":"The agent attempted to reach Stacy to discuss the National Payroll Institute membership but was unable to confirm the contact's identity or proceed with the conversation as the user did not provide confirmation and the call ended shortly after.","aitm_callsummarytitle":"Unsuccessful call - no identity confirmation","blocnote":"2026 May 08 call reached voicemail, no contact made\n2026 May 11 call initiated but contact did not confirm identity or engage.","notrenewedwanttorenew":"No","mini_nps":"3","intcode":"15","npi_voicemaildetection":"No","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"15","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_d161517ec5de9aec25d179e954d","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_d161517ec5de9aec25d179e954d","onesentencenotrenewed":"Contact did not confirm identity or engage in conversation.","initialvalue":"Other","othermemberbenefit":"Contact did not provide any reasons due to lack of conversation.","old_int_code":"06","astotherreasonsnottorenew":"Contact did not provide reason for not renewing due to lack of engagement.","age_range":"Preferred not to say","number_of_calls_reached":"2"}},"seriesid":"163"}
{"contact":{"id":"48648","email":"duzan120@gmail.com","first_name":"David","last_name":"Uzan","phone":"3439881586","orgname":"A Dashing Pinch Inc.","customer_acct_name":"A Dashing Pinch Inc.","tags":"AI Contacts sent to TM 2026, 260318 New AST","ip4":"10.13.137.244","fields":{"individual_id":"360692","full_name":"David Uzan","members_type":"AST","new_member_date_2":"2026-03-16","paid_thru":"2027-02-28","trc":"False","wera":"False","last_act_type":"2026-03-14","language":"English","do_id":"AST3060","time_zone":"2","number_of_passed_courses":"0","lead_status":"Member","npi_email_temp":"duzan120@gmail.com","temp_do_id_for_auto_old_do_id":"AST3060","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"Ongoing member received a call and awaits to the next call","aw_entered_date":"2026-03-18","province":"ON","formatted_paid_thru":"28\/02\/2027","latest_paid_thru":"2027-02-28","blocnote":"May 20 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-05-20T10:38:00-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06","telemarketing_call_date":"2026-05-20"}},"seriesid":"163"}
{"contact":{"id":"47926","email":"agirard@spaq.com","first_name":"Annie","last_name":"Girard","phone":"4189980601","orgname":"Soci\u00e9t\u00e9 Parc-Auto du Qu\u00e9bec","customer_acct_name":"Soci\u00e9t\u00e9 Parc-Auto du Qu\u00e9bec","tags":"260304 New Lapsed, 260522 Lapsed DEL","ip4":"0.0.0.0","fields":{"individual_id":"346145","full_name":"Annie Girard, Comptable","members_type":"CORP","paid_thru":"2025-12-31","organization_id":"346144","trc":"False","wera":"False","province":"QC","language":"French","corp_cancel_date":"2026-03-03","do_id":"L25O5094","time_zone":"2","number_of_passed_courses":"0","lead_status":"Lapsed Member","npi_email_temp":"agirard@spaq.com","temp_do_id_for_auto_old_do_id":"L25O5094","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-06-01","pipeline_1_lapsed_members":"Lapsed Members","formatted_paid_thru":"31\/12\/2025","company_paid_thru":"2025-12-31","latest_paid_thru":"2025-12-31","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"49651","email":"mbrewer@avenuenb.ca","first_name":"Monica","last_name":"Brewer","phone":"5064783792","orgname":"AvenueNB Cooperative","customer_acct_name":"AvenueNB Cooperative","tags":"260513 New AST","ip4":"10.13.144.5","fields":{"individual_id":"329288","full_name":"Monica Brewer","members_type":"AST","new_member_date_2":"2026-05-13","paid_thru":"2027-04-30","phone_2":"5064783792","trc":"False","wera":"False","province":"NB","last_act_type":"2026-08-05","language":"English","do_id":"AST3285","number_of_passed_courses":"0","time_zone":"1","lead_status":"Member","npi_email_temp":"mbrewer@avenuenb.ca","latest_paid_thru":"2027-04-30","temp_do_id_for_auto_old_do_id":"AST3285","formatted_paid_thru":"30\/04\/2027","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"New member","aw_entered_date":"2026-05-13"}},"seriesid":"163"}
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{"contact":{"id":"47502","email":"brandi00017@gmail.com","first_name":"Brandi","last_name":"Boyer","phone":"5143366867","orgname":"Moteurs Lebo","customer_acct_name":"Moteurs Lebo","tags":"260204 New Lapsed","ip4":"10.13.144.230","fields":{"individual_id":"259052","full_name":"Brandi Boyer","members_type":"PRO","new_member_date_2":"2018-01-02","paid_thru":"2026-11-30","phone_2":"4502182634","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2018-05-06","pf1_status":"P","pf1_completion_date":"2018-08-20","pf2_status":"P","pf2_completion_date":"2019-03-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2018-12-11","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"QC","last_act_type":"2026-04-05","language":"English","last_infoline_date_type":"2024-01-05","number_of_passed_courses":"4","time_zone":"2","lead_status":"Not Relevant","npi_email_temp":"Brandi00017@gmail.com","temp_do_id_for_auto_old_do_id":"AST03227","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-05","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"","pcl_completion_date_5":"2023-05-06","formatted_paid_thru":"30\/11\/2026","latest_paid_thru":"2026-11-30","old_do_id":"AST03227","ai_entered_date":"2026-05-05","intcode":"99","temp_intcode_for_auto_old_int_code":"99"}},"seriesid":"163"}
{"contact":{"id":"49589","email":"tinazhao1994@hotmail.com","first_name":"Huiyan","last_name":"Zhao","phone":"","orgname":"","customer_acct_name":"","tags":"260506 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"335043","full_name":"Huiyan Zhao","members_type":"CAND","canceldate":"2026-05-02","new_member_date_2":"2024-03-08","paid_thru":"2026-02-28","phone_2":"6476431860","pcl_status":"P","pcl_completion_date":"2024-05-23","pf1_status":"P","pf1_completion_date":"2024-06-21","trc":"True","wera":"False","province":"ON","last_act_type":"2025-08-01","language":"English","do_id":"L25C9824","number_of_passed_courses":"2","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"TINAZHAO1994@HOTMAIL.COM","latest_paid_thru":"2026-02-28","temp_do_id_for_auto_old_do_id":"L25C9824","pipeline_2_members_only_ast":"","formatted_paid_thru":"28\/02\/2026","pcl_completion_date_5":"2029-05-23","date_of_renewal_identification":"","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members"}},"seriesid":"163"}
{"contact":{"id":"49648","email":"jijoelampal@gmail.com","first_name":"Jijo","last_name":"John","phone":"9023241648","orgname":"East Coast Accounting Solutions Inc","customer_acct_name":"East Coast Accounting Solutions Inc","tags":"260513 New AST","ip4":"10.13.144.5","fields":{"individual_id":"282546","full_name":"Jijo Kunjachan John, Payroll Technician","members_type":"AST","new_member_date_2":"2026-05-08","paid_thru":"2027-04-30","phone_2":"6138635899","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2020-01-12","pf1_status":"P","pf1_completion_date":"2020-02-02","pf2_status":"P","pf2_completion_date":"2020-03-15","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-11-07","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-08-05","language":"English","do_id":"AST3282","number_of_passed_courses":"4","time_zone":"2","lead_status":"Member","npi_email_temp":"jijoelampal@gmail.com","pcl_completion_date_5":"2025-01-12","latest_paid_thru":"2027-04-30","formatted_paid_thru":"30\/04\/2027","temp_do_id_for_auto_old_do_id":"AST3282","pipeline_1_lapsed_members":"","pipeline_2_members_only_ast":"New member","aw_entered_date":"2026-05-13"}},"seriesid":"163"}
{"contact":{"id":"47654","email":"rebeccaodujoko@gmail.com","first_name":"Omolara","last_name":"Odujoko","phone":"","orgname":"","customer_acct_name":"","tags":"260204 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"341322","full_name":"Omolara Odujoko","members_type":"CAND","canceldate":"2026-02-03","new_member_date_2":"2024-11-29","paid_thru":"2025-11-30","phone_2":"3065152296","pf1_status":"F","pf1_completion_date":"2025-03-25","trc":"False","wera":"False","province":"SK","last_act_type":"2024-11-29","language":"English","do_id":"L25C8932","number_of_passed_courses":"0","time_zone":"3","lead_status":"Lapsed Member","npi_email_temp":"rebeccaodujoko@gmail.com","temp_do_id_for_auto_old_do_id":"L25C8932","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Lapsed Members","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"47472","email":"maryam.waheed25@gmail.com","first_name":"Maryam","last_name":"Waheed","phone":"9053264000","orgname":"Marel Contractors","customer_acct_name":"Marel Contractors","tags":"260204 New Lapsed, TMAI","ip4":"10.13.133.246","fields":{"individual_id":"309878","full_name":"Maryam Waheed","members_type":"PRO","canceldate":"2026-02-03","new_member_date_2":"2022-12-15","paid_thru":"2027-05-31","phone_2":"6473269977","cert_status":"ACTIVE","pcl_status":"P","pcl_completion_date":"2022-04-05","pf1_status":"P","pf1_completion_date":"2022-04-24","pf2_status":"P","pf2_completion_date":"2022-05-22","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-12-15","trc":"True","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-04-05","language":"English","last_infoline_date_type":"2024-09-02","do_id":"","number_of_passed_courses":"4","time_zone":"2","lead_status":"Not Relevant","npi_email_temp":"maryam.waheed25@gmail.com","temp_do_id_for_auto_old_do_id":"AST03341","pipeline_2_members_only_ast":"","date_of_renewal_identification":"2026-05-29","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"","pcl_completion_date_5":"2027-04-05","formatted_paid_thru":"31\/05\/2027","latest_paid_thru":"2027-05-31","thewithdrawaldate":"2026-02-03","aitm_status_called":"2026-05-19T12:12:02-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-19T12:12:02-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Maryam at the Wizard Group and discussed her lapsed NPI Professional membership. Maryam confirmed she sent the renewal form by mail and provided her NPI ID number 309878. The agent informed her that the matter would be forwarded to the appropriate team for follow-up.","aitm_callsummarytitle":"Renewal form sent by mail, follow-up arranged","blocnote":"2026 May 19 contact confirmed renewal form sent by mail and provided NPI ID 309878, follow-up to be done","notrenewedwanttorenew":"Yes","mini_nps":"3","intcode":"99","npi_voicemaildetection":"No","thewithdrawaldate_3_years":"2029-02-03","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"99","callsequence":"Refused communication","human_or_not":"Yes","usersentiment":"Neutral","concernquestion":"Since I want to make sure you get the correct information, I\u2019ll forward this to the right person or team for follow-up, either by phone or email.","retell_call_status":"ended","session_id":"call_e591da891e6fa41959ad1941402","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_e591da891e6fa41959ad1941402","last_engaged_date":"2026-05-19","number_of_calls_reached":"1","ai_entered_date":"2026-05-29","telemarketing_call_date":"2026-05-19","old_do_id":"AST03341","old_int_code":"22"}},"seriesid":"163"}
{"contact":{"id":"47984","email":"tara.morris@tsartlip.com","first_name":"Tarrasina","last_name":"Morris","phone":"2506523988","orgname":"Tsartlip First Nation","customer_acct_name":"Tsartlip First Nation","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"285307","full_name":"Tarrasina Morris","members_type":"CAND","new_member_date_2":"2020-01-30","paid_thru":"2026-12-31","phone_2":"2508935776","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2021-03-15","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":"2021-04-20","trc":"True","wera":"False","cpa_certification":"PCP","province":"BC","last_act_type":"2026-05-25","language":"English","extension_phone_1":"226","time_zone":"5","number_of_passed_courses":"4","lead_status":"Refused","npi_email_temp":"tara.morris@tsartlip.com","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25C9197","ln_entered_date":"2026-03-04","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C9197","pcl_completion_date_5":"2026-03-15","formatted_paid_thru":"31\/12\/2026","latest_paid_thru":"2026-12-31"}},"seriesid":"163"}
{"contact":{"id":"48003","email":"kristina.stiel@live.ca","first_name":"Kristina","last_name":"Stiel","phone":"9054470209","orgname":"","customer_acct_name":"","tags":"TMAI, 260304 New Lapsed, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"231215","full_name":"Kristina Stiel","members_type":"PRO","canceldate":"2026-03-03","new_member_date_2":"2015-01-05","paid_thru":"2025-12-31","phone_2":"9054470209","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2015-04-27","pf1_status":"P","pf1_completion_date":"2015-12-21","pf2_status":"P","pf2_completion_date":"2017-12-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2015-09-17","trc":"False","wera":"False","pcp_we":"APPROVED","cpa_certification":"PCP","province":"ON","last_act_type":"2026-12-05","language":"English","last_infoline_date_type":"2020-09-16","do_id":"L25P2973","time_zone":"2","number_of_passed_courses":"4","lead_status":"Lapsed Member","npi_email_temp":"kristina.stiel@live.ca","temp_do_id_for_auto_old_do_id":"L25P2973","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2020-04-27","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","thewithdrawaldate":"2026-03-03","aitm_status_called":"2026-05-21T11:17:05-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:02:05-04:00","number_of_call_attempts":"1","npi_transcriptsummary":"The call was made to Kristina but reached voicemail, where the contact left a message indicating they could not take the call.","aitm_callsummarytitle":"Voicemail Reached - No Contact","blocnote":"2026 May 19 contact answered but requested callback later\n2026 May 21 call reached voicemail, contact identified as Tina, not Kristina\n2026 May 21 call reached voicemail, no contact made","notrenewedwanttorenew":"No","intcode":"06","npi_voicemaildetection":"Yes","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_9d91403ee65e9ff976c9faf6458","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_9d91403ee65e9ff976c9faf6458","number_of_calls_reached":"1","mini_nps":"3","old_int_code":"03"}},"seriesid":"163"}
{"contact":{"id":"48943","email":"nathanlobo@live.ca","first_name":"Nathan","last_name":"Lobo","phone":"","orgname":"","customer_acct_name":"","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"334970","full_name":"Nathan Lobo","members_type":"CAND","canceldate":"2026-04-02","new_member_date_2":"2024-03-01","paid_thru":"2026-01-31","phone_2":"4167824954","pcl_status":"P","pcl_completion_date":"2024-07-02","pf1_status":"P","pf1_completion_date":"2025-01-20","pf2_status":"P","pf2_completion_date":"2025-05-12","trc":"True","wera":"False","province":"ON","last_act_type":"2025-12-01","language":"English","do_id":"L25C9500","time_zone":"2","number_of_passed_courses":"3","lead_status":"Lapsed Member","npi_email_temp":"nathanlobo@live.ca","temp_do_id_for_auto_old_do_id":"L25C9500","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2029-07-02","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"49049","email":"clombard187@gmail.com","first_name":"Christine","last_name":"Holtzhausen","phone":"9055160305","orgname":"AGTA Home Health Care","customer_acct_name":"AGTA Home Health Care","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"347575","full_name":"Christine Holtzhausen","members_type":"CAND","canceldate":"2026-04-02","new_member_date_2":"2025-02-18","paid_thru":"2026-01-31","phone_2":"3658895339","pcl_status":"F","pcl_completion_date":"2025-07-02","trc":"False","wera":"False","province":"ON","last_act_type":"2025-06-04","language":"English","extension_phone_1":"309","do_id":"L25C9603","time_zone":"2","number_of_passed_courses":"0","lead_status":"Lapsed Member","npi_email_temp":"clombard187@gmail.com","temp_do_id_for_auto_old_do_id":"L25C9603","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-07-02","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
{"contact":{"id":"47942","email":"akanksha.baweja1987@gmail.com","first_name":"Akanksha","last_name":"Baweja","phone":"","orgname":"","customer_acct_name":"","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"293682","full_name":"Akanksha Baweja","members_type":"CAND","canceldate":"2026-03-03","new_member_date_2":"2023-01-24","paid_thru":"2025-12-31","phone_2":"6477051777","cert_status":"PENDING","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":"2023-11-23","trc":"True","wera":"True","cpa_certification":"PCP","province":"AB","last_act_type":"2024-12-27","language":"English","time_zone":"4","number_of_passed_courses":"4","lead_status":"Refused","npi_email_temp":"akanksha.baweja1987@gmail.com","intcode":"21","onesentencenotrenewed":"CAND reached 3 years limit for renewal","pipeline_1_lapsed_members":"Refused Lapsed","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","temp_do_id_for_auto_old_do_id":"L25C9163","temp_intcode_for_auto_old_int_code":"21","old_do_id":"L25C9163","pcl_completion_date_5":"2028-05-25","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"49642","email":"yogeshsharma@safeguardglobal.com","first_name":"Yogesh","last_name":"Sharma","phone":"6479232724","orgname":"Safeguard Global","customer_acct_name":"Safeguard Global","tags":"260506 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"333756","full_name":"Yogesh Sharma","members_type":"CORP","paid_thru":"2026-01-31","organization_id":"321804","trc":"False","wera":"False","province":"TX","last_act_type":"2024-01-26","language":"English","corp_cancel_date":"2026-05-02","do_id":"L25O5534","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"yogeshsharma@safeguardglobal.com","latest_paid_thru":"2026-01-31","temp_do_id_for_auto_old_do_id":"L25O5534","pipeline_2_members_only_ast":"","formatted_paid_thru":"31\/01\/2026","date_of_renewal_identification":"","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members","company_paid_thru":"2026-01-31","initialvalue":"taking courses and staying up to day with payroll knowledge","notrenewedreason":"waiting for company to confirm renewal","mini_nps":"5","age_range":"46-60","blocnote":"May 26 completed with Syed ( the company was sold and he is the new team manager) send him email about the organisational memberhsip(he is still waitng for confirmation to renew)","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"49145","email":"rubyleungss@gmail.com","first_name":"Ruby","last_name":"Leung","phone":"","orgname":"","customer_acct_name":"","tags":"260506 New AST","ip4":"10.13.128.125","fields":{"individual_id":"299743","full_name":"Ruby Leung","members_type":"AST","new_member_date_2":"2022-07-12","paid_thru":"2026-06-30","phone_2":"2263500188","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2021-09-26","pf1_status":"P","pf1_completion_date":"2021-10-24","pf2_status":"P","pf2_completion_date":"2021-11-14","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2022-07-12","trc":"True","wera":"True","cpa_certification":"PCP","province":"ON","last_act_type":"2025-05-27","language":"English","do_id":"AST3255","time_zone":"2","number_of_passed_courses":"4","lead_status":"Member","npi_email_temp":"rubyleungss@gmail.com","pcl_completion_date_5":"2026-09-26","temp_do_id_for_auto_old_do_id":"AST3255","latest_paid_thru":"2026-06-30","formatted_paid_thru":"30\/06\/2026","pipeline_2_members_only_ast":"Pre-membership expiration","ai_entered_date":"2026-05-06","apx_entered_date":"2026-05-16","blocnote":"June 1 2026 vm","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T14:00:00-04:00","intcode":"06","temp_intcode_for_auto_old_int_code":"06"}},"seriesid":"163"}
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{"contact":{"id":"49134","email":"blesvicad@gmail.com","first_name":"Victoria","last_name":"Owusu-Ansah","phone":"4033127455","orgname":"The City of Calgary","customer_acct_name":"The City of Calgary","tags":"260506 New AST","ip4":"10.13.144.5","fields":{"individual_id":"284870","full_name":"Victoria Owusu-Ansah","members_type":"AST","canceldate":"2021-03-02","new_member_date_2":"2025-07-11","paid_thru":"2026-06-30","phone_2":"4033127455","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2020-05-17","pf1_status":"P","pf1_completion_date":"2020-11-22","pf2_status":"P","pf2_completion_date":"2025-11-10","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2025-12-08","trc":"True","wera":"False","cpa_certification":"PCP","province":"AB","last_act_type":"2025-10-11","language":"English","do_id":"AST3244","time_zone":"4","number_of_passed_courses":"4","lead_status":"Member","npi_email_temp":"blesvicad@gmail.com","pcl_completion_date_5":"2025-05-17","latest_paid_thru":"2026-06-30","formatted_paid_thru":"30\/06\/2026","temp_do_id_for_auto_old_do_id":"AST3244","pipeline_2_members_only_ast":"Pre-membership expiration","ai_entered_date":"2026-05-06","apx_entered_date":"2026-05-16","blocnote":"June 1 2026 Survey completed- Sent webinar email.  She said she did not want to think about renewal until she gets info about her documents she showing she has payroll certification. She asked for info in February and April and emailed the accreditation office a week ago and is waiting for a response.","dhmsfin_telemarketing_last_contacted_date":"2026-06-01T13:39:00-04:00","mini_nps":"","testimonial":"","intcode":"01","renewal_refusal_reasons":"Certification frustration - Too complex and not a clear process, study time","temp_intcode_for_auto_old_int_code":"01","old_int_code":"00","sendpreexpirationemail":"2026-06-01T13:39:00-04:00"}},"seriesid":"163"}
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{"contact":{"id":"49027","email":"lorrydandoy@gmail.com","first_name":"Lorryfel","last_name":"Skyrdenko","phone":"","orgname":"Inrush Electrical LTD","customer_acct_name":"Inrush Electrical LTD","tags":"260408 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"346740","full_name":"Lorryfel Skyrdenko, Payroll Admin","members_type":"CAND","canceldate":"2026-04-02","new_member_date_2":"2025-01-27","paid_thru":"2026-01-31","phone_2":"4034986966","pcl_status":"P","pcl_completion_date":"2025-05-05","pf1_status":"F","pf1_completion_date":"2025-08-20","trc":"True","wera":"False","province":"AB","last_act_type":"2025-01-27","language":"English","do_id":"L25C9581","time_zone":"4","number_of_passed_courses":"1","lead_status":"Lapsed Member","npi_email_temp":"Lorrydandoy@gmail.com","temp_do_id_for_auto_old_do_id":"L25C9581","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-04-08","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-05-05","formatted_paid_thru":"31\/01\/2026","latest_paid_thru":"2026-01-31"}},"seriesid":"163"}
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{"contact":{"id":"48116","email":"mano.rupra@gmail.com","first_name":"Setinder","last_name":"Rupra","phone":"6472676266","orgname":"McQuaig","customer_acct_name":"McQuaig","tags":"TMAI, 260304 New Lapsed, recall pro","ip4":"0.0.0.0","fields":{"individual_id":"112386","full_name":"Setinder Rupra","members_type":"PRO","canceldate":"2026-03-03","new_member_date_2":"2007-01-25","paid_thru":"2025-12-31","phone_2":"6472676266","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2007-05-24","pf1_status":"P","pf1_completion_date":"2007-08-25","pf2_status":"P","pf2_completion_date":"2008-04-24","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2009-01-15","trc":"False","wera":"False","cpa_certification":"PCP","province":"ON","last_act_type":"2026-12-05","language":"English","do_id":"L25P2978","time_zone":"2","number_of_passed_courses":"4","lead_status":"Lapsed Member","npi_email_temp":"mano.rupra@gmail.com","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","temp_do_id_for_auto_old_do_id":"L25P2978","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2012-05-24","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31","thewithdrawaldate":"2026-03-03","aitm_status_called":"2026-05-21T09:52:02-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T09:37:06-04:00","number_of_call_attempts":"7","npi_transcriptsummary":"The call reached voicemail and no conversation with the intended contact occurred.","aitm_callsummarytitle":"Voicemail reached, no contact","blocnote":"2026 May 19 call reached voicemail\n2026 May 19 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made\n2026 May 21 call reached voicemail, no contact made","notrenewedwanttorenew":"No","intcode":"06","npi_voicemaildetection":"Yes","ivrdetector":"Yes","temp_intcode_for_auto_old_int_code":"06","callsequence":"Not reached","human_or_not":"No","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_78231b135f60795827237f640be","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_78231b135f60795827237f640be","number_of_total_call_attempts":"7"}},"seriesid":"163"}
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{"contact":{"id":"47605","email":"digital_cjer@msn.com","first_name":"Christina","last_name":"Turner","phone":"3067863148","orgname":"Saskatchewan Health Authority","customer_acct_name":"Saskatchewan Health Authority","tags":"260204 New Lapsed, TMAI","ip4":"10.13.133.232","fields":{"individual_id":"113072","full_name":"Christina Turner","members_type":"PRO","canceldate":"2026-02-03","new_member_date_2":"2009-12-07","paid_thru":"2025-11-30","phone_2":"3066210068","cert_status":"WITHDRAWN","pcl_status":"P","pcl_completion_date":"2007-03-26","pf1_status":"P","pf1_completion_date":"2007-03-16","pf2_status":"P","pf2_completion_date":"2007-05-11","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2007-07-23","trc":"False","wera":"False","cpa_certification":"PCP","province":"SK","last_act_type":"2026-04-05","language":"English","number_of_passed_courses":"4","time_zone":"3","lead_status":"Refused","npi_email_temp":"digital_cjer@msn.com","temp_do_id_for_auto_old_do_id":"L25P2856","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Refused Lapsed","pcl_completion_date_5":"2012-03-26","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30","thewithdrawaldate":"2026-02-03","aitm_status_called":"2026-05-11T16:31:39-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-11T16:18:41-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent contacted Christina to discuss her lapsed Professional membership with the National Payroll Institute. Christina expressed dissatisfaction with the membership fee and declined to renew but agreed to receive information about the Associate membership option. The agent sent the application form via email and concluded the call.","aitm_callsummarytitle":"Membership Renewal Declined, Associate Info Sent","blocnote":"2026 May 11 call reached voicemail, no contact made\n2026 May 11 contact declined renewal due to fee concerns, requested Associate membership info, email sent.","notrenewedwanttorenew":"No","intcode":"01","npi_voicemaildetection":"No","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"01","callsequence":"5 questions asked","human_or_not":"Yes","usersentiment":"Negative","retell_call_status":"ended","session_id":"call_a87d779dbe96e412224a9cb406e","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_a87d779dbe96e412224a9cb406e","sendapplicationform":"2026-05-11T16:35:00-04:00","thewithdrawaldate_3_years":"2029-02-03","mini_nps":"2","onesentencenotrenewed":"The fee was not worth it for the benefits received.","initialvalue":"Help with Complex","age_range":"31-45","old_int_code":"06","old_do_id":"L25P2856","number_of_calls_reached":"1"}},"seriesid":"163"}
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{"contact":{"id":"47563","email":"colinndavies@gmail.com","first_name":"Colin","last_name":"Davies","phone":"","orgname":"Savage Arms","customer_acct_name":"Savage Arms","tags":"260204 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"344466","full_name":"Colin Davies, CPA","members_type":"CAND","canceldate":"2026-02-03","new_member_date_2":"2024-12-23","paid_thru":"2025-11-30","phone_2":"9054319121","pcl_status":"F","pcl_completion_date":"2025-04-07","trc":"False","wera":"False","province":"ON","last_act_type":"2024-12-23","language":"English","do_id":"L25C8937","number_of_passed_courses":"0","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"colinndavies@gmail.com","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C8937","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-04-07","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30"}},"seriesid":"163"}
{"contact":{"id":"48098","email":"wahe6737@gmail.com","first_name":"Rupinderjit","last_name":"Kaur","phone":"","orgname":"","customer_acct_name":"","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"333109","full_name":"Rupinderjit Kaur","members_type":"CAND","canceldate":"2026-03-03","new_member_date_2":"2024-01-10","paid_thru":"2025-12-31","phone_2":"4372212511","pcl_status":"P","pcl_completion_date":"2024-04-01","pf1_status":"P","pf1_completion_date":"2024-08-05","trc":"True","wera":"False","province":"ON","last_act_type":"2024-12-30","language":"English","do_id":"L25C9177","time_zone":"2","number_of_passed_courses":"2","lead_status":"Lapsed Member","npi_email_temp":"wahe6737@gmail.com","temp_do_id_for_auto_old_do_id":"L25C9177","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2029-04-01","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"47539","email":"mldeavy@gmail.com","first_name":"Leslie","last_name":"Deavy","phone":"6137988070","orgname":"Inflector Environmental Services LP","customer_acct_name":"Inflector Environmental Services LP","tags":"260204 New Lapsed, TMAI","ip4":"0.0.0.0","fields":{"individual_id":"189356","full_name":"Leslie Deavy","members_type":"PRO","canceldate":"2026-02-03","new_member_date_2":"2022-12-15","paid_thru":"2025-11-30","phone_2":"6132296078","cert_status":"WITHDRAWN","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","trc":"False","wera":"False","cpa_certification":"PCP","province":"ON","last_act_type":"2026-04-05","language":"English","last_infoline_date_type":"2024-10-15","pds_january":"2","extension_phone_1":"222","do_id":"L25P2860","number_of_passed_courses":"4","time_zone":"2","lead_status":"Lapsed Member","npi_email_temp":"mldeavy@gmail.com","temp_do_id_for_auto_old_do_id":"L25P2860","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-02-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2016-10-18","formatted_paid_thru":"30\/11\/2025","latest_paid_thru":"2025-11-30","thewithdrawaldate":"2026-02-03","aitm_status_called":"2026-05-21T11:02:05-04:00","dhmsfin_telemarketing_last_contacted_date":"2026-05-21T11:02:05-04:00","number_of_call_attempts":"0","npi_transcriptsummary":"The agent reached Leslie at Inflector Environmental Services and introduced the call regarding the lapsed Professional membership with the National Payroll Institute. The call was just beginning when the transcript ended.","aitm_callsummarytitle":"Initial contact with Leslie about lapsed membership","blocnote":"2026 May 19 call reached gatekeeper Chloe, Leslie unavailable, no message left\n2026 May 21 call started with Leslie at Inflector Environmental Services, introduced NPI membership lapse.","notrenewedwanttorenew":"No","intcode":"15","npi_voicemaildetection":"No","ivrdetector":"No","temp_intcode_for_auto_old_int_code":"15","callsequence":"Not reached","human_or_not":"Yes","usersentiment":"Neutral","retell_call_status":"ended","session_id":"call_8ecd9fbb4d7a69065b0cb3d1341","retell_recording_link":"https:\/\/dashboard.retellai.com\/call-history?history=call_8ecd9fbb4d7a69065b0cb3d1341","number_of_calls_reached":"2","old_int_code":"03"}},"seriesid":"163"}
{"contact":{"id":"48114","email":"wenxuaan@gmail.com","first_name":"Wen","last_name":"Zhang","phone":"","orgname":"","customer_acct_name":"","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"346500","full_name":"Wen Zhang","members_type":"CAND","canceldate":"2026-03-03","new_member_date_2":"2025-01-17","paid_thru":"2025-12-31","phone_2":"5197601886","pcl_status":"P","pcl_completion_date":"2025-04-24","trc":"True","wera":"False","province":"ON","last_act_type":"2025-01-17","language":"English","do_id":"L25C9352","time_zone":"2","number_of_passed_courses":"1","lead_status":"Lapsed Member","npi_email_temp":"wenxuaan@gmail.com","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25C9352","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-04-24","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
{"contact":{"id":"49175","email":"feliciawalters@westernhealth.nl.ca","first_name":"Felicia","last_name":"Walters","phone":"7096954563","orgname":"Western Regional Health Authority","customer_acct_name":"Western Regional Health Authority","tags":"260506 New Lapsed, Lapsed ORG sent to TM 2026","ip4":"0.0.0.0","fields":{"individual_id":"114696","full_name":"Felicia Walters","members_type":"CORP","paid_thru":"2026-01-31","phone_2":"7096952095","organization_id":"101986","cert_status":"PENDING","pcl_status":"P","pcl_completion_date":"2007-07-09","pf1_status":"P","pf1_completion_date":"2009-05-21","pf2_status":"P","pf2_completion_date":"2015-02-03","intro_to_accounting_status":"P","intro_to_accounting_completion_date":"2014-09-05","trc":"False","wera":"False","cpa_certification":"PCP","province":"NL","last_act_type":"2020-06-01","language":"English","corp_cancel_date":"2026-05-02","do_id":"L25O5399","number_of_passed_courses":"4","time_zone":"1","lead_status":"Lapsed Member","npi_email_temp":"feliciawalters@westernhealth.nl.ca","latest_paid_thru":"2026-01-31","pipeline_2_members_only_ast":"","temp_do_id_for_auto_old_do_id":"L25O5399","formatted_paid_thru":"31\/01\/2026","date_of_renewal_identification":"","pcl_completion_date_5":"2012-07-09","ln_entered_date":"2026-05-06","pipeline_1_lapsed_members":"Lapsed Members","company_paid_thru":"2026-01-31","blocnote":"May 27 vm","company_status":"I"}},"seriesid":"163"}
{"contact":{"id":"48043","email":"lisanorm@gmail.com","first_name":"Lisa","last_name":"Bissell","phone":"6049136305","orgname":"Capilano Golf and Country Club","customer_acct_name":"Capilano Golf and Country Club","tags":"260304 New Lapsed","ip4":"0.0.0.0","fields":{"individual_id":"346601","full_name":"Lisa Bissell","members_type":"CAND","canceldate":"2026-03-03","new_member_date_2":"2025-01-21","paid_thru":"2025-12-31","phone_2":"7789081107","pcl_status":"P","pcl_completion_date":"2025-05-05","trc":"True","wera":"False","province":"BC","last_act_type":"2025-02-05","language":"English","do_id":"L25C9334","time_zone":"5","number_of_passed_courses":"1","lead_status":"Lapsed Member","npi_email_temp":"lisanorm@gmail.com","temp_do_id_for_auto_old_do_id":"L25C9334","pipeline_2_members_only_ast":"","date_of_renewal_identification":"","ln_entered_date":"2026-03-04","pipeline_1_lapsed_members":"Lapsed Members","pcl_completion_date_5":"2030-05-05","formatted_paid_thru":"31\/12\/2025","latest_paid_thru":"2025-12-31"}},"seriesid":"163"}
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